V4.7 Phase 2: Evidence Model Simplification (part 2)

Move orientation normalization to the Source-ingest boundary and delete the
ProcessingArtifact subsystem it was built to serve.

Stored pages are now already upright, so nothing downstream derives a rotated
copy: every stored byte is the byte a provider is later sent. Rotation runs in
store_source_file ahead of hashing, so source.file_hash and file_size_bytes
describe exactly what is on disk. normalize_orientation becomes bytes-in /
bytes-out, and JPEG output reuses the source quantization tables and chroma
subsampling instead of re-quantizing at a fixed quality - measured at 50.3-56.1
dB PSNR at -6% size, against 50.0-53.5 dB at +38% for quality=95.

ProcessingArtifact held 2 rows against 77 successful transcriptions; the
subsystem effectively never ran. Deleting it removes the artifact cluster from
sources.py, the derivative resolution in workflows.py, the pre-provider commit
that only existed to make an artifact row durable, and the artifact evidence
dump from the Source detail page. The transcription_quality_warnings payload
folds into execution_attempt.normalized_metadata, so that feature keeps working
without the table.

tools/migrate_v46_to_v47.py carries steps 1 and 2: it rotated the 58 stored
images carrying EXIF orientation 3 in place, updated their recorded hash and
size, dropped processing_artifact and removed its one external file. It is
idempotent, keyed on state rather than a version marker.

tools/migrate_v45_to_v46.py is deleted. That migration is complete, and after
V4.7 it would restore a V4.5 backup into a schema that no longer matches.

Also fixes tests/test_config.py, which read the developer's local .env and
failed whenever WORKER_MAX_RETRIES was set.

Co-authored-by: Copilot App <[email protected]>

.env.example

@@ -1,8 +1,56 @@
-PROVIDER=openrouter
+# --- NiceGUI Server ---
-OPENROUTER_API_KEY=sk-or-...
+# HOST=`0.0.0.0` (default)
-# PROVIDER_MODEL=          # optional: OpenRouter adapter supplies default
+# PORT=8000 (default)
+# LOG_LEVEL: [`critical`, `error`, `warning`, `info` (default), `debug`, `trace`]
+# RELOAD=false (default)
+
+# --- AI provider ---
+# PROVIDER=[`openrouter`(default), `google_genai`] 
+PROVIDER=openrouter
+# OPENROUTER_API_KEY - Required when `PROVIDER=openrouter`
+OPENROUTER_API_KEY=your-api-key-goes-here
+# GEMINI_API_KEY - Required when `PROVIDER=google_genai`
+# PROVIDER_MODEL= specify model. If left blank OpenRouter will supply default.
+PROVIDER_MODEL=google/gemini-2.5-flash
+# Optional JSON allowlist for model selection. The default above is always first.
+# PROVIDER_MODELS=["google/gemini-2.5-flash","google/gemini-2.5-pro","anthropic/claude-sonnet-4"]
 # OPENROUTER_HTTP_REFERER=https://example.com
-# OPENROUTER_APP_TITLE=Historical Transcription MVP
+# OPENROUTER_APP_TITLE="Google: Gemini 2.5 Flash (openrouter)"
-# DATABASE_URL=sqlite:///./transcription.db
+
-# UPLOAD_DIR=./uploads
+# --- runtime environment ---
-# PROMPT_DIR=./prompts
+# ENVIRONMENT: [`development`(default), `test`, `production`]
+
+# --- persistence ---
+# Use nested settings with double underscore because env_nested_delimiter="__".
+# SQLite example:
+# DATABASE__DRIVER=sqlite
+# DATABASE__PATH=app.db
+#
+# SQLite with custom relative path:
+# DATABASE__DRIVER=sqlite
+DATABASE__PATH=./data/transcription.db
+#
+# Postgres example:
+# DATABASE__DRIVER=postgres
+# DATABASE__HOST=localhost
+# DATABASE__PORT=5432
+# DATABASE__DATABASE=transcription
+# DATABASE__USER=postgres
+# DATABASE__PASSWORD=change-me
+#
+# Optional persistence flags:
+# BOOTSTRAP_SCHEMA_ON_STARTUP=false
+# SQLITE_CHECK_SAME_THREAD=false
+
+# --- filesystem paths ---
+UPLOAD_DIR="./data"
+PROMPT_DIR="./prompts"
+
+# --- worker reliability ---
+WORKER_MAX_RETRIES=0
+WORKER_RETRY_BACKOFF_SECONDS=0
+# WORKER_PROVIDER_TIMEOUT_SECONDS=180
+WORKER_PROVIDER_TIMEOUT_SECONDS=180
+WORKER_MIN_TRANSCRIPTION_CHARS=0
+WORKER_MIN_TRANSCRIPTION_LINES=0
+WORKER_FAIL_ON_FINISH_REASON_LENGTH=false

.github/agents/python-reviewer.agent.md

@@ -0,0 +1,24 @@
+---
+name: Python Architect Reviewer
+description: Evidence-based senior architect reviewer for FastAPI, NiceGUI, and SQLModel codebases.
+tools:
+  - read_file
+  - list_dir
+  - file_search
+  - grep_search
+  - run_in_terminal
+skills:
+  - python-code-reviewer
+---
+
+# Python Architect Reviewer
+
+You are a Senior Python Architect performing an evidence-based, read-only code review.
+
+## Operating Principles
+
+- **Stack Context:** Python 3.12+, FastAPI, NiceGUI, SQLModel, SQLAlchemy (SQLite/PostgreSQL), Pydantic V2, asyncio workers, and OpenRouter adapters.
+- **Evidence-Based:** Always inspect real files. Every finding must reference concrete file paths and line numbers (e.g., `app/services/worker.py:45-78`). Do not speculate.
+- **Tool Verification:** Run linters and tests via the terminal (`ruff check`, `pytest`, `ty`) to verify issues before reporting.
+- **Skill Execution:** Adhere strictly to the review dimensions, duplication analysis, and report scaffolding defined in the `python-code-reviewer` skill.
+- **Report Target:** Output all complete review reports as Markdown files written to `./docs`.

.github/instructions/services.instructions.md

@@ -7,7 +7,7 @@ applyTo: 'src/transcription/services/*.py'
 
 ## Structure
 
-- Project core data models defined in [models](../../src/transcription/models.py)
+- Project core data models defined in [models](../../src/transcription/db/models.py)
 - 1 service class per data model
 - Only services directly interact with the database, and only through async methods
 - Services are completely independent of one another. Any operation that needs to use more than a single service, which is most of them, needs to have a separate orchestration function.
@@ -15,7 +15,7 @@ applyTo: 'src/transcription/services/*.py'
 ## Error Handling
 
 - Service-specific errors defined at the top of the respective module and inherit from `AppError`
-- Use a context manager for large `try/except` blocks like in [transcription](../../src/transcription/services/transcription.py)
+- Use a context manager for large `try/except` blocks like `handle_transcription_errors` in [sources](../../src/transcription/services/sources.py)
 
 ## Checklist
 

.github/instructions/ui.instructions.md

@@ -1,6 +1,53 @@
 ---
-description: Copilot rules for modifying the UI
+description: "Use when modifying the NiceGUI application under src/transcription/ui. Defines ownership and dependency boundaries for UI registration, pages, components, services, persistence, state, and static assets."
 applyTo: 'src/transcription/ui/**/*.py'
 ---
 
-The UI is forbidden from directly touching the database. All interactions should be done using the [services](../../src/transcription/services/)
+# UI Conceptual Boundaries
+
+Keep dependencies flowing in this direction:
+
+`ui/__init__.py` -> `pages` -> `components`
+
+Pages may depend on application services and framework-provided dependencies. Components may depend on smaller components and shared presentation helpers. Services and domain modules must never depend on the UI.
+
+## Package Root
+
+- Keep `ui/__init__.py` as the UI composition root: register global assets, register pages, and mount NiceGUI on FastAPI.
+- Do not put feature rendering, service calls, persistence, or route-specific state in the package root.
+
+## Pages
+
+- Pages own route registration and route-level orchestration.
+- Resolve request or application dependencies, call [services](../../src/transcription/services/), adapt returned data for presentation when needed, and coordinate refresh, navigation, and notifications here.
+- Do not query, mutate, commit, or roll back the database from a page. Do not import database engines, sessions, operations, or query-building APIs. Persistence belongs to services or workflow functions.
+- Framework dependency types may cross into page handlers only to construct or invoke services; do not pass sessions or session factories into components.
+- Keep business rules, lifecycle transitions, transaction boundaries, and cross-service workflows out of page callbacks.
+
+## Components
+
+- Components own reusable rendering, widget-local state, input normalization, and presentation-only formatting.
+- Expose user actions through typed callback parameters. The calling page decides which service or workflow runs and what refresh or navigation follows.
+- Do not register routes, resolve request/app state, instantiate services, or access persistence from components.
+- Components may accept ORM models returned by services as read-only snapshots. Only use fields and relationships that the service loaded eagerly; never mutate models, trigger lazy loading, or expose session behavior.
+- A component may compose lower-level components, but it must not import from `pages`.
+
+## Shared UI Infrastructure
+
+- Keep app-wide navigation and layout primitives in `components/app_shell.py`.
+- Keep generic table/event adaptation in `components/table/common.py`; feature-specific columns, row read models, and formatting belong in the feature table module.
+- Keep exception normalization and user-facing error display in `components/error_presenter.py`; preserve `AppError` details and operation identifiers at page/component boundaries.
+
+## CSS Assets
+
+- Keep all application CSS in `ui/static/theme.css`; do not add page- or component-specific stylesheets or embed style blocks in Python components.
+- Load `theme.css` once from the composition root with `ui.add_css(..., shared=True)`.
+- Read stylesheet text through `importlib.resources.files(...)` so loading works from installed packages and is independent of the working directory.
+- Centralize CSS reading in one typed helper cached by resource path with `functools.cache` or an equivalent unbounded `lru_cache`. Cache the immutable stylesheet text to avoid repeated resource I/O; keep NiceGUI registration at the composition root.
+- Do not encode application behavior in CSS or other static assets.
+
+## State and Side Effects
+
+- Limit component state to ephemeral interaction state such as loading flags, form values, dialogs, and expansion state.
+- Application and worker state must be resolved at the page or application boundary and passed through narrow interfaces such as callbacks or notifier protocols.
+- Keep filesystem, network, provider, and worker orchestration behind application services or dedicated adapters. UI code may trigger those operations but must not implement them.

.github/prompts/review-python-architecture.prompt.md

@@ -0,0 +1,23 @@
+---
+name: Review Python Architecture
+description: Run an evidence-based architectural code review using the Python Architect Reviewer agent and python-code-reviewer skill.
+agent: Python Architect Reviewer
+---
+
+# Instructions
+
+Execute a comprehensive, evidence-based code review of the target codebase.
+
+## Target Scope
+- **Review Target:** ${{input:target_path:./}}
+- **Source Root:** `src/`
+- **Docs Root:** `docs/`
+- **Focus Areas:** FastAPI endpoints, NiceGUI components, SQLModel persistence, asyncio workers, Pydantic V2 models, and OpenRouter provider adapters.
+
+## Execution Rules
+1. Map repository layout, dependency manifests, and configuration files from the project root before inspecting modules.
+2. Read real code modules under `src/` (or the specified target path); cite exact file paths and line ranges for every finding.
+3. Validate issues using terminal tools (`ruff check`, `pytest`, `ty`) where appropriate.
+4. Check for duplication, divergent implementations, and extractable helpers.
+5. Format the entire review following the standardized 6-section template defined in the `python-code-reviewer` skill.
+6. Write the final report as a Markdown file to `./docs/code-review-${{current_date}}.md`.

.github/skills/python-code-reviewer/skill.md

@@ -0,0 +1,146 @@
+---
+name: python-code-reviewer
+description: Perform an evidence-based, senior architect code review for Python codebases using FastAPI, NiceGUI, SQLModel, SQLAlchemy, Pydantic V2, asyncio, and OpenRouter. Use when asked to review Python repositories, perform architectural or code audits, or evaluate code against Python 3.12+ best practices.
+---
+
+# Python Code Reviewer
+
+Perform thorough, evidence-based code reviews for Python projects. Every finding must cite concrete file paths and line ranges, avoid speculation, and include recommended fixes.
+
+## When to Use
+
+- Performing an architectural or code quality review of a Python codebase.
+- Auditing applications using FastAPI, NiceGUI, SQLModel/SQLAlchemy, Pydantic V2, or asyncio workers.
+- Generating structured Markdown review reports in `./docs`.
+
+## Technical Stack Scope
+
+- **Runtime:** Python 3.12+
+- **Web Application:** FastAPI and NiceGUI
+- **Persistence:** SQLModel, SQLAlchemy (SQLite and PostgreSQL support)
+- **Validation & Settings:** Pydantic V2 and pydantic-settings
+- **Concurrency:** Python asyncio workers
+- **Vision/LLM Integration:** OpenRouter / provider adapters
+- **Quality & Testing:** pytest, pytest-asyncio, Ruff, and ty
+
+## Review Workflow
+
+1. **Map the Repository First:** Inspect entry points, package layout, configurations, dependency manifests, and any project-specific rule files (`AGENTS.md`, `CLAUDE.md`, `.github/instructions/`). Project-specific conventions override generic advice.
+2. **Read Representative Modules:** Sample across all layers (routes/pages, UI components, services, workers, persistence, provider adapters, settings, tests) before drawing conclusions.
+3. **Verify Claims:** Run or reference project tooling (`ruff check`, `ty`, `pytest`) rather than guessing.
+4. **Prioritize Hot Paths:** Focus deeply on request handling, database sessions, background workers, and external API calls.
+5. **Enforce Read-Only Safety:** Do not modify code unless explicitly instructed.
+
+## Core Review Areas
+
+### 1. Python Best Practices (3.12+)
+- **Type Annotations:** Ensure completeness, modern syntax (`X | None`, builtin generics, `Self`, `type` statements), and avoid unparameterized containers or bare `Any`.
+- **Error Handling:** Identify bare/broad `except`, swallowed exceptions, missing `raise ... from`, and exceptions used for control flow.
+- **Resource Management:** Verify context managers for files, DB sessions, HTTP clients, and locks. Check for leaked tasks or connections.
+- **Data Modeling:** Check proper use of dataclasses vs. Pydantic models vs. dictionaries. Eliminate mutable default arguments and stringly-typed payloads.
+- **Idioms & Clean Code:** Verify `pathlib` usage over `os.path`, comprehensions vs manual loops, removal of dead code, and elimination of magic numbers.
+
+### 2. FastAPI
+- **Dependency Injection:** Verify `Depends` is used for shared resources (DB sessions, settings, clients) rather than global singletons.
+- **Route Design:** Validate HTTP verbs, status codes, path/query/body typing, `response_model`, and domain-based router organization.
+- **Lifecycle & Concurrency:** Ensure lifespan handlers are used instead of deprecated `@app.on_event`. Flag blocking synchronous calls in `async def` endpoints.
+
+### 3. NiceGUI
+- **Separation of Concerns:** Ensure UI components delegate business logic and persistence to service layers.
+- **Client State Handling:** Verify correct use of client-scoped state vs global state to avoid state leaks across sessions.
+- **Async Execution:** Check for blocking operations on the UI event loop and unbounded timers/pollers.
+
+### 4. Persistence (SQLModel / SQLAlchemy)
+- **Session Lifecycle:** Enforce one session per request/unit of work with explicit commit/rollback/close boundaries.
+- **Query Optimization:** Detect N+1 patterns, missing eager loads (`selectinload`/`joinedload`), queries inside loops, and unindexed filters.
+- **Cross-Dialect Portability:** Check compatibility for both SQLite (WAL mode, pragmas) and PostgreSQL (JSONB, locking, autoincrement).
+
+### 5. Pydantic V2 & Settings
+- **V2 Migration:** Flag legacy V1 patterns (`@validator`, `Config` class, `.dict()`, `parse_obj`) and use V2 equivalents (`@field_validator`, `model_config = ConfigDict(...)`, `model_dump()`).
+- **Settings Management:** Ensure `BaseSettings` is the single source of truth without scattered `os.getenv` calls or committed secrets.
+
+### 6. Concurrency & Asyncio Workers
+- **Task Lifecycle:** Flag unreferenced `create_task` calls that risk garbage collection, missing cancellation handling, and lack of graceful shutdown.
+- **Backpressure & Synchronization:** Check for appropriate use of `asyncio.Queue`, `TaskGroup`, `Lock`, and backoff retries.
+
+### 7. Provider Adapters (OpenRouter / APIs)
+- **Adapter Encapsulation:** Verify provider-specific details (headers, model names, payload formats) do not leak into UI or business logic.
+- **Client Lifecycle:** Reuse shared `AsyncClient` instances with proper connection pooling and timeouts. Validate API responses using Pydantic schemas.
+
+### 8. Testing & Quality Tooling
+- **Test Isolation:** Verify tests do not rely on live external services, real clocks, or shared global state.
+- **Async Test Setup:** Check `pytest-asyncio` configuration and fixture lifecycle.
+
+### 9. Duplication & Consolidation
+- Identify repeated code blocks, candidate helper abstractions, divergent patterns for identical operations, and duplicated domain constants.
+
+## Output Report Structure & Template
+
+Generate Markdown reports in `./docs` following this exact template structure:
+
+```markdown
+# Architecture & Code Review Report
+
+**Repository Target:** `project-root/`
+**Target Stack:** Python 3.12+ | FastAPI | NiceGUI | SQLModel/SQLAlchemy | Pydantic V2 | asyncio | OpenRouter
+
+---
+
+## 1. Executive Summary
+- 5-10 bullets on overall health, top risks, and high-leverage refactors.
+
+---
+
+## 2. Findings by Severity
+
+### Critical Severity
+#### [CRIT-01] Title
+- **Location:** `path/to/file.py:lines`
+- **Problem & Consequence:** Concrete consequence, not a style opinion.
+- **Recommendation:** Fix with before/after sketch.
+- **Effort:** S / M / L
+
+### High Severity
+#### [HIGH-01] Title
+...
+
+### Medium Severity
+#### [MED-01] Title
+...
+
+### Low Severity
+#### [LOW-01] Title
+...
+
+---
+
+## 3. Stack-Specific Analysis
+- Python 3.12+ Best Practices
+- FastAPI
+- NiceGUI
+- SQLModel & SQLAlchemy
+- Pydantic V2 & Settings
+- Asyncio Workers
+- OpenRouter / Adapter Boundary
+- Testing & Quality Tooling
+
+---
+
+## 4. Duplication & Consolidation Report
+| Pattern / Duplication | Locations | Proposed Canonical Home | Estimated Lines Removed |
+| :--- | :--- | :--- | :--- |
+
+### Proposed Canonical Abstractions
+- Code signatures and implementation homes.
+
+---
+
+## 5. Prioritized Action Plan
+1. **Phase 1: Quick Wins (PR 1-2)**
+2. **Phase 2: Reliability & Concurrency (PR 3-4)**
+3. **Phase 3: Consolidation & Refactoring (PR 5-6)**
+
+---
+
+## 6. Preserved Strengths
+- Existing patterns worth maintaining.

.gitignore

@@ -17,3 +17,7 @@ wheels/
 
 # Document images
 uploads/*
+data/*
+
+# Local destructive-test backups
+.test-backups/

.pre-commit-config.yaml

@@ -0,0 +1,18 @@
+# Quality gate for V4.6 [HIGH-06]. Both hooks are blocking: a regression in
+# `ruff check` or `ty check` fails the commit.
+repos:
+  - repo: local
+    hooks:
+      - id: ruff
+        name: ruff check
+        entry: ruff check
+        language: system
+        types_or: [python, pyi]
+        require_serial: true
+      - id: ty
+        name: ty check
+        entry: ty check
+        language: system
+        types_or: [python, pyi]
+        pass_filenames: false
+        require_serial: true

.vscode/launch.json

@@ -8,14 +8,10 @@
             "module": "debugpy",
             "args": [
                 "-m",
-                "uvicorn",
+                "transcription",
-                "transcription.app:create_app",
+                "--host", "127.0.0.1",
-                "--factory",
+                "--port", "9999",
-                "--host",
+                "--database.driver", "sqlite"
-                // "127.0.0.1",
-                "0.0.0.0",
-                "--port",
-                "8080"
             ],
             "justMyCode": true,
             "console": "integratedTerminal",

.vscode/settings.json

@@ -0,0 +1,3 @@
+{
+    "chat.sessionSync.enabled": true
+}

README.md

@@ -22,18 +22,83 @@ uv sync
 
 ### 2) Configure environment
 
-Create a `.env` file in the project root (minimum required setting shown):
+Create a `.env` file in the project root with the required OpenRouter API key:
 
 ```env
 OPENROUTER_API_KEY=your_openrouter_api_key
 ```
 
-Optional settings (defaults shown):
+Settings are read from CLI arguments first, then environment variables, then `.env`, then the defaults below.
+
+### Configuration Source Precedence
+
+When the same setting is provided in multiple places, the value is chosen in this order (highest priority first):
+
+1. CLI arguments (for example `--port 8000`)
+2. Settings constructor arguments (used mainly in tests)
+3. Environment variables
+4. `.env` file values
+5. Model defaults in code
+
+Practical examples:
+
+- `--port 8000` overrides both `PORT=8000` in the shell and `PORT=7000` in `.env`.
+- `DATABASE__PATH=prod.db` in the shell overrides `DATABASE__PATH=dev.db` in `.env`.
+
+#### Server and runtime
+
+| Environment variable | Default | Description |
+| --- | --- | --- |
+| `HOST` | `0.0.0.0` | Address on which the server listens. |
+| `PORT` | `8000` | Server port. |
+| `LOG_LEVEL` | `info` | Uvicorn and application log level. |
+| `RELOAD` | `false` | Restart the development server when source files change. |
+| `ENVIRONMENT` | `development` | Runtime environment: `development`, `test`, or `production`. |
+
+#### Provider
+
+| Environment variable | Default | Description |
+| --- | --- | --- |
+| `PROVIDER` | `openrouter` | Transcription provider. |
+| `OPENROUTER_API_KEY` | Required | OpenRouter API key. |
+| `PROVIDER_MODEL` | Provider default | Optional model override. |
+| `OPENROUTER_HTTP_REFERER` | Unset | Optional OpenRouter attribution URL. |
+| `OPENROUTER_APP_TITLE` | Unset | Optional OpenRouter attribution title. |
+
+#### Database and files
+
+Use nested env vars for database settings (recommended):
 
 ```env
-DATABASE_URL=sqlite:///./transcription.db
+DATABASE__DRIVER=sqlite
+DATABASE__PATH=app.db
+# BOOTSTRAP_SCHEMA_ON_STARTUP=true
+SQLITE_CHECK_SAME_THREAD=false
 UPLOAD_DIR=./uploads
 PROMPT_DIR=./prompts
+DEFAULT_PROMPT_NAME=transcribe_document.md
+# TRANSCRIPTION_TEMPERATURE=0.2  # range: 0.0-2.0
+# TRANSCRIPTION_TOP_P=0.9       # range: 0.0-1.0
+```
+
+For PostgreSQL:
+
+```env
+DATABASE__DRIVER=postgres
+DATABASE__HOST=localhost
+DATABASE__PORT=5432
+DATABASE__DATABASE=transcription
+DATABASE__USER=postgres
+DATABASE__PASSWORD=change-me
+```
+
+This uses Pydantic nested settings (`env_nested_delimiter='__'`) and avoids JSON blobs in `.env`. A top-level `DATABASE={...}` JSON value is still supported as a fallback, and nested keys such as `DATABASE__PATH` take precedence over conflicting JSON keys.
+
+`BOOTSTRAP_SCHEMA_ON_STARTUP` creates missing tables when the app starts. When unset, it is enabled in `development` and `test`, and disabled in `production`; set it explicitly to override that policy. `SQLITE_CHECK_SAME_THREAD` defaults to `false`.
+
+#### Worker
+
+```env
 WORKER_MAX_RETRIES=0
 WORKER_RETRY_BACKOFF_SECONDS=0
 WORKER_PROVIDER_TIMEOUT_SECONDS=20
@@ -45,13 +110,17 @@ WORKER_FAIL_ON_FINISH_REASON_LENGTH=false
 ### 3) Run the app
 
 ```bash
-uv run uvicorn transcription.app:create_app --factory --reload
+uv run python -m transcription --port 8000 --reload --database.driver sqlite --bootstrap-schema-on-startup
 ```
 
+This starts the development server with SQLite, creates missing tables, and enables automatic reload. Run `uv run python -m transcription --help` for all CLI options; CLI names use kebab case and nested database options use dot notation, such as `--database.path ./data/transcription.db`.
+
 ### 4) Open in browser
 
-- GUI: [http://[IP_ADDRESS]:8000/ui](http://[IP_ADDRESS]:8000/ui)
+- GUI: [http://localhost:8000/ui](http://localhost:8000/ui)
-- Health check: [http://[IP_ADDRESS]:8000/healthz](http://[IP_ADDRESS]:8000/healthz)
+- Health check: [http://localhost:8000/healthz](http://localhost:8000/healthz)
+
+Replace `localhost` with the server's hostname or IP address when connecting from another machine.
 
 ## How to navigate the GUI
 
@@ -72,7 +141,65 @@ uv run uvicorn transcription.app:create_app --factory --reload
 
 ## Prompt artifacts
 
-Prompt files are stored in `prompts/` and loaded from `PROMPT_DIR` (default: `./prompts`).
+Prompt files are stored directly in `PROMPT_DIR` (default: `./prompts`). `DEFAULT_PROMPT_NAME` must be a filename,
+not a path. Each job snapshots the validated prompt text, SHA-256 hash, and sampling values for reproducibility.
 
 The canonical MVP prompt is:
 - `prompts/transcribe_document.md`
+
+## Destructive test procedure (with data backup)
+
+AI execution policy: before the first unit-test run in a test/fix cycle, create one backup of `./data`. Reuse that same backup for every subsequent test run in the cycle. After tests succeed, always pause and ask whether to restore now.
+
+Use the cross-platform Python wrapper below whenever an AI agent runs tests against this repository.
+
+1. Create one backup of `./data` and mark it as the active test-cycle backup.
+2. Run your test command.
+3. On failure, fix the errors and run the wrapper again; it reuses the active backup and never backs up post-test data.
+4. On success, always prompt whether to restore now (do not auto-restore unless explicitly approved).
+5. Close the cycle only by restoring the active backup or explicitly accepting the current data.
+
+Preflight behavior:
+
+- Backup preflight is warning-only when `data/transcription.db` appears in use.
+- Restore preflight is blocking: the script prompts you to close conflicting applications, then type `retry` to re-check or `cancel` to skip restore.
+
+### Run with confirmation-gated restore (default)
+
+```bash
+uv run python tools/run_destructive_tests.py -- pytest tests/services/test_job_service.py tests/ui/test_jobs_page.py
+```
+
+After tests pass, the script asks whether to restore backup immediately.
+
+This is the required default mode for AI-assisted test runs because it gives time to verify and accept code changes before any restoration happens.
+
+### Run with automatic restore (non-interactive)
+
+```bash
+uv run python tools/run_destructive_tests.py --auto-restore -- pytest
+```
+
+### Run without terminal prompt (decide restore later)
+
+```bash
+uv run python tools/run_destructive_tests.py --skip-restore-prompt -- pytest
+```
+
+This keeps both the current post-test state and the backup, so restore can be decided explicitly later.
+
+Repeated wrapper invocations reuse the backup recorded in `.test-backups/.active-backup`. If that backup is missing, the wrapper stops rather than creating a replacement from potentially destructive post-test data.
+
+### Restore later from a saved backup
+
+```bash
+uv run python tools/run_destructive_tests.py --restore-from data-backup-YYYYMMDD-HHMMSS
+```
+
+To keep the current data and close the active cycle without restoring:
+
+```bash
+uv run python tools/run_destructive_tests.py --accept-current-data
+```
+
+Backups are stored in `.test-backups/` and ignored by git.

docker-compose.yml

@@ -7,7 +7,10 @@ services:
     env_file:
       - .env
     environment:
-      DATABASE_URL: sqlite:////app/data/transcription.db
+      # Database configuration uses nested settings names (env_nested_delimiter="__").
+      # DATABASE_URL is NOT read by the application and must not be used here.
+      DATABASE__DRIVER: sqlite
+      DATABASE__PATH: /app/data/transcription.db
       UPLOAD_DIR: /app/uploads
       PROMPT_DIR: /app/prompts
     ports:

docs/Intent.md

@@ -1,24 +0,0 @@
-# Historical Document Transcription Design Intent
-I have several thousand pages of family history told through letters, postcards, books, and other documents that I want to transcribe to text. 
-
----
-
-## Goals
-1. Preserve our family history
-2. Unburden my family (and descendants) from having to store and care for the physical media. Once the documents have been transcribed and organized, they can be donated (or kept by a family member that wants to retain them).
-3. Make the text easily available and searchable by family members, as well as AI (which may have different requirements).
-4. Ability create timelines or assemble the historical record of the family or specific individuals from across the complete document archive. Perhaps use AI to create the timelines in a more narrative form.
-
----
-
-## Source material
-1. **letters, cards, diaries** - handwritten; mostly stored in tubs, with little organization
-2. **books** - typed or typeset; mostly self-published books 50-100 pages in length. This may be expanded to include selected pages from other publications.
-3. **newspaper clippings, event programs, invitations, and other ephemera**
-
----
-
-## Methodology
-
-1. Follow current best practices per "A Guide to Documentary Editing" by Mary-Jo Kline. (See [Transcription Methodology](transcription_methodology.md))
-

docs/architecture_code_review_2026-08-17.md

@@ -0,0 +1,547 @@
+# Architecture & Code Review Report
+
+> ## Status: Historical Snapshot - Superseded
+>
+> **This document describes the codebase as it stood on 2026-08-17, before the V4.6 remediation release.** It is retained because it is the canonical registry of the finding IDs (`CRIT-01`, `HIGH-06`, `MED-14`, and so on) cited throughout the V4.6, V4.7, and V4.8 planning documents. Six documents reference it; deleting it would orphan all 32 finding IDs.
+>
+> **Do not read it as a description of current state.** Every file path, line number, and metric below is pre-V4.6 and most are now wrong. The baseline figures in particular are stale: `ruff check` is clean, `ty check` reports 0 diagnostics, and the suite is at 292 passed / 4 skipped.
+>
+> **Disposition of all 32 findings:**
+>
+> | Status | Findings |
+> | :--- | :--- |
+> | Addressed in V4.6 | All 32 were dispositioned - fixed, consciously accepted, or explicitly deferred. See [V4.6 scope boundary](ver4.6/scope_boundary_v4_6.md) and [V4.6 implementation plan](ver4.6/implementation_plan_v4_6.md). |
+> | Carried into V4.7 | `MED-14` (SourceService decomposition) and `HIGH-06` (CI enforcement of the quality gate). See [V4.7 scope boundary](ver4.7/scope_boundary_v4_7.md). |
+>
+> **Where later thinking supersedes this report:** the [V4.6 review log](ver4.6/review_log_v4_6.md) records the decisions, deviations, and revisions made during implementation. Where this report and a committed planning document disagree, **the planning document wins**.
+>
+> Two recommendations here were later revised on evidence. `MED-14` proposed extracting a `services/artifacts.py`; V4.7 cancels that in favour of deleting the `ProcessingArtifact` subsystem outright. The report also treats `job_source` and `execution_attempt` as complementary; measurement showed their evidence columns are fully duplicated.
+
+**Repository Target:** `C:\GitHub\transcription\`
+**Target Stack:** Python 3.12+ | FastAPI | NiceGUI | SQLModel/SQLAlchemy | Pydantic V2 | asyncio | OpenRouter
+**Review Date:** 2026-08-17
+**Baseline verified:** `pytest` → 264 passed, 4 skipped. `ruff check` → 6 errors. `ty check` → 197 diagnostics.
+
+---
+
+## 1. Executive Summary
+
+- **The codebase is disciplined and unusually well-structured for its size (~9k src LOC).** Error taxonomy (`errors.py`), evidence capture (`providers/evidence.py`), transaction-ownership helpers (`ServiceBase._finalize`), and CSS/asset discipline in the UI are genuinely strong and should be preserved.
+- **Top risk is the job-claim path.** `JobService.read_next_queued_job` (`services/jobs.py:170-187`) selects *every* `QUEUED` job with three levels of eager loading, has no `LIMIT`, no `FOR UPDATE SKIP LOCKED`, and no compare-and-swap on the status transition. The code even carries a comment acknowledging the race (`services/workflows.py:193-194`) without fixing it.
+- **Second risk is model-level eager loading.** Nearly every `Relationship` in `db/models.py` sets `lazy="selectin"` on *both* sides of bidirectional links (`Document.jobs` ↔ `Job.document`, `Job.job_sources` ↔ `JobSource.job`, `JobSource.source` ↔ `Source.job_sources`). Reading one `Job` cascades into loading effectively the whole related graph, and it makes every explicit `selectinload()` in the services redundant.
+- **No index exists on `Job.status` or `Job.date_created`**, yet the worker polls `WHERE status='queued' ORDER BY date_created` once per second. Every poll is a full table scan.
+- **`worker_provider_timeout_seconds` is hard-capped at `le=20.0`** (`config.py:110`). Vision transcription of a full document page routinely exceeds 20s; this cap makes systematic timeouts unconfigurable-away.
+- **The provider HTTP client is destroyed and rebuilt for every single job** (`worker.py:157-174`), defeating connection pooling and TLS session reuse on the hottest path.
+- **`app_state.py` is dead code containing a guaranteed `TypeError`** (verified at runtime): `resolve_session_factory` calls `get_session_factory()` with no arguments. `@functools.cache` erases the signature, so `ty` cannot see it.
+- **`ty` is configured as a dev dependency but is not usable as a gate.** 197 diagnostics, ~160 of which are SQLModel relationship false positives already suppressed with `# pyright: ignore` comments that `ty` does not honor.
+- **Schema evolution is hand-rolled** in `db/operations.py` with raw `ALTER TABLE`/`CREATE INDEX IF NOT EXISTS` and a SQLite-shaped `CHAR(32)` UUID column. There is no Alembic. Postgres portability is claimed but not actually exercised.
+- **Meaningful duplication exists in the UI layer** (~500 lines): media-URL resolution, `_parse_uuid`, settings resolution, delete-confirmation scaffolds, and hand-rolled tables are each reimplemented 3-5 times.
+- **Meaningful duplication also exists in the service layer** (~400 lines): `DocumentType` and `PersonRole` registry CRUD are structurally identical, 38 "not-found" raises are hand-written, and three media-storage flows are reimplemented.
+
+---
+
+## 1a. Post-Review Addendum
+
+The findings below were established during the V4.6 scoping discussion that followed the original review. They restate severity in light of the project's confirmed operating context and add findings discovered during that discussion. **The original finding IDs are stable and remain the canonical reference for the V4.6 documents.**
+
+### Confirmed Operating Context
+
+| Question | Answer |
+| :--- | :--- |
+| Database | **SQLite only.** PostgreSQL is the intended destination but is deferred beyond V4.6. `JSONBCompat` is retained. |
+| Topology | **Single user, single process** today. Multi-user server is the stated direction. |
+| Schema evolution | **Re-level from current metadata.** No Alembic. The app is pre-production and the schema is still moving. |
+| Existing data | Rebuilt from scratch during implementation; migrated from backup as the final step. |
+| Release character | **Pure remediation.** No new features. |
+| Scope band | Critical through Low, inclusive. |
+
+### Severity Re-Grades
+
+| ID | Original | Re-graded | Rationale |
+| :--- | :--- | :--- | :--- |
+| CRIT-01 | Critical | **High** | With one process and one worker there is no live duplicate-processing race. The missing `.limit(1)` and the eager-load cost remain genuine defects; the atomic claim becomes forward-compatibility work for the multi-user direction rather than an active-incident fix. |
+| CRIT-02 | Critical | **Critical** (unchanged) | Read amplification is independent of both topology and dialect. It costs on every read today. |
+| HIGH-05 | High | **High** (reframed) | The remedy is **not** Alembic. Because the schema is pre-production and the data is disposable, the correct fix is to delete `upgrade_schema` and the three `_upgrade_*` functions outright and re-level the schema from current SQLModel metadata. This automatically resolves the `CHAR(32)` defect. |
+| MED-01 | Medium | **Medium** (low urgency) | Single-user operation means event-loop stalls are self-inflicted only. Remains in scope. |
+
+### Items Added During Scoping
+
+These are recorded as [HIGH-08], [MED-10] through [MED-14], and [LOW-08] below.
+
+---
+
+## 2. Findings by Severity
+
+### Critical Severity
+
+#### [CRIT-01] Queued-job claim has no row lock, no CAS, and no LIMIT — duplicate processing and full-queue load
+> **Re-graded to High.** See [§1a](#severity-re-grades). The single-process deployment removes the live duplicate-processing race; the missing `.limit(1)` and the eager-load cost are still real, and the atomic claim is retained as forward-compatibility work.
+- **Location:** `src/transcription/services/jobs.py:170-187`; claim logic at `src/transcription/services/workflows.py:188-196`; divergent duplicate at `src/transcription/db/operations.py:143-151`
+- **Problem & Consequence:** `read_next_queued_job` issues `SELECT ... WHERE status = 'queued' ORDER BY date_created, id` with `selectinload(Job.document)` and `selectinload(Job.job_sources).selectinload(JobSource.source)` — and **no `.limit(1)`**. It materializes the entire queue plus its document/job_source/source graph on every worker tick just to call `.first()`. With a backlog of N jobs this is O(N) rows and several extra SELECT round-trips per second.
+
+  Worse, the claim is a read-then-write with no atomicity: `process_queued_job` reads status `QUEUED`, then separately calls `mark_job_status(job.id, PROCESSING)`. Two workers (or an app replica plus the in-process worker) can both read the same row as `QUEUED` and both transcribe it — double provider spend and duplicate `ExecutionAttempt` evidence rows. The comment at `workflows.py:193-194` explicitly names this hazard ("otherwise other workers may see the job as still QUEUED") but the committed fix only narrows the window rather than closing it.
+
+  Note also that `db/operations.py:get_next_queued_job` is a second, *different* implementation of the same concept that *does* have `.limit(1)`. The worse implementation is the live one.
+- **Recommendation:** Replace the read-then-write with a single atomic claim, and delete the duplicate.
+  ```python
+  # Before (services/jobs.py) — no limit, no lock
+  query = select(Job).options(...).where(Job.status == JobStatus.QUEUED).order_by(Job.date_created, Job.id)
+  return (await _session.exec(query)).first()
+
+  # After — atomic claim, one row, dialect-aware
+  async def claim_next_queued_job(self, *, session=None) -> Job | None:
+      async with self._session_scope(session) as s:
+          stmt = (
+              select(Job)
+              .where(Job.status == JobStatus.QUEUED)
+              .order_by(Job.date_created, Job.id)
+              .limit(1)
+          )
+          if s.bind.dialect.name == "postgresql":
+              stmt = stmt.with_for_update(skip_locked=True)
+          job = (await s.exec(stmt)).first()
+          if job is None:
+              return None
+          job.status = JobStatus.PROCESSING
+          job.date_updated = datetime.now(UTC)
+          await self._finalize(session=s, caller_session=session, refresh=(job,))
+          return job
+  ```
+  Load the eager relationships in a *second* query after the claim succeeds, so the hot poll stays a single narrow row. On SQLite, wrap the claim in `BEGIN IMMEDIATE` or accept single-worker-only and document it.
+- **Effort:** M
+
+#### [CRIT-02] Bidirectional `lazy="selectin"` on every relationship causes cascading read amplification
+- **Location:** `src/transcription/db/models.py:71-73, 89-91, 108-115, 160-168, 211-212, 269-276, 332-333`
+- **Problem & Consequence:** Every `Relationship` in the domain model sets `sa_relationship_kwargs={"lazy": "selectin"}`, including both sides of each pair. Fetching a single `Job` triggers: `Job` → `Job.document` → `Document.jobs` (all jobs for that document) → `Document.sources` → `Document.document_people` → `DocumentPerson.person` / `.role_ref` → each `Job.job_sources` → `JobSource.source` → `Source.job_sources` → … SQLAlchemy's identity map prevents infinite recursion but does **not** prevent the extra SELECT round trips per level.
+
+  Two concrete consequences: (a) the per-second worker poll is far more expensive than it appears from reading `jobs.py`; (b) the dozens of explicit `selectinload(...)` options in `documents.py`, `jobs.py`, `sources.py`, and `people.py` are dead weight — the relationship default already does it — and they are the source of ~160 of the 197 `ty` diagnostics.
+- **Recommendation:** Flip the model default to `lazy="raise"` (or `"noload"`, as already correctly done for `Source.processing_artifacts` at `models.py:279` and `JobSource.execution_attempts` at `models.py:336`) and rely on the per-query `selectinload()` that services already declare. `lazy="raise"` converts silent N+1 into a loud test failure and would prove which eager loads are actually needed.
+  ```python
+  # models.py
+  jobs: list["Job"] = Relationship(back_populates="document", sa_relationship_kwargs={"lazy": "raise"})
+  ```
+  Roll out per-model with the existing test suite as the safety net; the suite already covers the read paths.
+- **Effort:** M
+
+### High Severity
+
+#### [HIGH-01] `app_state.py` is unreferenced dead code containing a guaranteed `TypeError`
+- **Location:** `src/transcription/app_state.py:29-34`; the called function at `src/transcription/db/session.py:20-26`
+- **Problem & Consequence:** `resolve_session_factory` falls back to `get_session_factory()` with no arguments, but the signature is `get_session_factory(database_url: str)`. Verified at runtime:
+  ```
+  TypeError: get_session_factory() missing 1 required positional argument: 'database_url'
+  ```
+  `@functools.cache` wraps the function in a `_lru_cache_wrapper`, which erases the signature — so `ty check src\transcription\app_state.py` reports "All checks passed". The whole module has **zero importers** anywhere in `src`, `tests`, or `tools`, so the bug is currently latent; anyone wiring this helper up hits an immediate crash on the fallback path.
+- **Recommendation:** Delete `app_state.py`. Its three live behaviors already exist elsewhere (`db/session.py:resolve_session_factory`, `db/runtime.py:get_database_runtime`, `worker.py:resolve_worker_notifier`). If retained instead, fix the fallback to `resolve_session_factory()` from `db.session`, and add a typed non-cached wrapper around cached functions so type checkers keep the signature.
+- **Effort:** S
+
+#### [HIGH-02] Provider HTTP client is rebuilt and torn down once per job
+- **Location:** `src/transcription/worker.py:148-174` (`finally: await services.sources.aclose()`), driven by the tight inner loop at `src/transcription/worker.py:134-142`; client construction at `src/transcription/providers/openrouter.py:197-201`
+- **Problem & Consequence:** `process_next_queued_job` constructs a fresh `ServiceBundle` per call and unconditionally closes the provider in `finally`. Since `workflows.py:243` accesses `services.sources.provider`, a new `httpx.AsyncClient` + `OpenRouter` SDK client is created and destroyed for **every job**. This throws away the connection pool and forces a full TLS handshake per job — added latency on the single most latency-sensitive path, plus churn of file descriptors during backlog drain.
+- **Recommendation:** Hoist the `ServiceBundle` to worker-loop scope (or reuse `app.state.services`, which the lifespan already builds at `app.py:45-50`) and close the provider once at loop shutdown.
+  ```python
+  # worker.py — before
+  async def process_next_queued_job(...):
+      services = ServiceBundle(...)
+      try: ...
+      finally: await services.sources.aclose()
+
+  # after: build once in run_worker_loop / lifespan, pass in, close in the lifespan finally
+  async def run_worker_loop(*, services: ServiceBundle, ...):
+      try:
+          while True: ... await process_next_queued_job(services=services, ...)
+      finally:
+          await services.sources.aclose()
+  ```
+- **Effort:** M
+
+#### [HIGH-03] Provider timeout is capped at 20 seconds by configuration
+- **Location:** `src/transcription/config.py:110`
+- **Problem & Consequence:** `worker_provider_timeout_seconds: float = Field(default=20.0, gt=0.0, le=20.0)`. The `le=20.0` bound makes 20s both the default *and* the maximum. `workflows.py:238-248` wraps the provider call in `asyncio.wait_for(..., timeout=that_value)`. Multi-modal transcription of a full-page historical document commonly exceeds 20s; operators cannot raise the ceiling without editing source. Every such job fails with `failure_phase="local_timeout"`, and with `worker_max_retries` defaulting to `0` (`config.py:108`) it fails permanently on the first attempt.
+
+  Compounding this, `httpx.AsyncClient(follow_redirects=True)` at `openrouter.py:198` sets no explicit `timeout`, so it inherits httpx's 5-second default for connect/read/write/pool unless the OpenRouter SDK overrides it.
+- **Recommendation:** Remove the `le=20.0` cap (keep `gt=0.0`), raise the default to something realistic (120s), and set an explicit `httpx.Timeout` derived from the same setting so the transport and the `wait_for` agree.
+  ```python
+  worker_provider_timeout_seconds: float = Field(default=120.0, gt=0.0)
+  # openrouter.py
+  httpx.AsyncClient(follow_redirects=True, timeout=httpx.Timeout(settings.worker_provider_timeout_seconds))
+  ```
+- **Effort:** S
+
+#### [HIGH-04] No index on the columns the worker polls every second
+- **Location:** `src/transcription/db/models.py:171-212` (`Job.status`, `Job.date_created`, `Job.document_id` all lack `index=True`); also `Source.document_id:252`, `JobSource.job_id:313`, `JobSource.source_id:314`
+- **Problem & Consequence:** The worker executes `WHERE status = 'queued' ORDER BY date_created` once per second (`worker.py:130`, `jobs.py:183-185`). Without a composite index this is a full scan plus sort on every tick, and it grows linearly with total job history — not with queue depth. The `JobSource` foreign keys are joined on every job read; PostgreSQL does not auto-index FKs.
+- **Recommendation:** Add a composite index for the poll and plain indexes on the hot FKs.
+  ```python
+  class Job(SQLModel, table=True):
+      __table_args__ = (Index("ix_job_status_date_created", "status", "date_created"),)
+      document_id: UUID = Field(foreign_key="document.id", index=True)
+  ```
+  Note these must also be added to the hand-rolled upgrade path in `db/operations.py` (see [HIGH-05]).
+- **Effort:** S
+
+#### [HIGH-05] Hand-rolled schema migrations with SQLite-shaped DDL block the claimed Postgres support
+- **Location:** `src/transcription/db/operations.py:25-109`
+- **Problem & Consequence:** Schema evolution is a chain of `_upgrade_*` functions issuing raw `ALTER TABLE` / `CREATE INDEX IF NOT EXISTS` against whatever database is present, executed inside `create_all()`. Specific defects:
+  - `operations.py:77` adds `preferred_execution_attempt_id CHAR(32)` — but the model declares it a `UUID` FK to `execution_attempt.id` (`models.py:260-264`). On PostgreSQL this creates a `char(32)` column that will not compare or join against a native `uuid` column, and the declared foreign key is never created at all.
+  - Every upgrade is unversioned and re-inspected on each startup; there is no down path, no history table, and no way to tell whether a production database is current.
+  - `asyncpg` and `psycopg2-binary` are both dependencies (`pyproject.toml:17,21`) and `JSONBCompat` (`models.py:27-35`) carefully supports JSONB, so Postgres is clearly an intended target — but no test exercises it. All 264 tests run on SQLite.
+- **Recommendation:** **Re-level the schema from current metadata; do not adopt Alembic.** The application is pre-production, the schema is still evolving, and the existing data is disposable and backed up. Delete `upgrade_schema` and the three `_upgrade_*` functions (`operations.py:25-109`) together with their tests (`tests/test_db.py:109-172`), drop the database, and let `create_all()` generate the schema from SQLModel metadata. This removes the `CHAR(32)` defect at the root rather than patching it, because SQLModel emits the correct column type per dialect automatically (verified: it emits native `UUID` and `JSONB` under the PostgreSQL dialect). `Settings.should_bootstrap_schema` (`config.py:140-145`) already gates the bootstrap path correctly. Reintroduce a migration tool only when the schema stabilizes and real data must survive upgrades.
+- **Sequencing:** This must land in the *same* pass as [HIGH-04] (missing indexes), [CRIT-02] (`lazy` flip), and [HIGH-08] (`use_alter`), because all four regenerate the same schema.
+- **Effort:** M
+
+#### [HIGH-06] `ty` is a configured dev tool but produces 197 diagnostics and cannot gate CI
+- **Location:** `pyproject.toml:38`; suppression comments throughout, e.g. `src/transcription/services/jobs.py:67-68,103-104,123-124,156,180-181`
+- **Problem & Consequence:** The project pins `ty` as its type checker, but the codebase suppresses SQLModel relationship typing with `# pyright: ignore[reportArgumentType]` — a *pyright* directive that `ty` does not honor. Result: `ty check` emits 197 diagnostics (160 `invalid-argument-type`, 18 `unresolved-attribute`, 13 `not-subscriptable`), so nobody can run it as a gate, and genuine errors hide in the noise. Two real bugs are buried in there:
+  - `tests/ui/test_sources_page.py:25` — `Source(...)` constructed without the required `document_id`.
+  - `tools/run_destructive_tests.py:76,80` — `fcntl` is imported and used, but `fcntl` does not exist on Windows, which is this project's development platform.
+- **Recommendation:** Pick one checker and commit to it. If `ty`: replace `# pyright: ignore[...]` with `# ty: ignore[...]`, or better, eliminate the root cause by adopting [CRIT-02]'s `lazy="raise"` change plus typed column accessors, which removes most `selectinload` diagnostics outright. Then wire `ty check` into pre-commit (`pre-commit` is already a dev dependency at `pyproject.toml:35`).
+- **Effort:** M
+
+#### [HIGH-07] UI pages own persistence and ORM-loader concerns (violates `ui.instructions.md`)
+- **Location:** `src/transcription/ui/pages/jobs_page.py:17,185-192`; `src/transcription/ui/pages/sources_page.py:13,439`; `src/transcription/ui/components/document_panzoom.py:12,61,65`
+- **Problem & Consequence:** `ui.instructions.md` states pages must not import sessions or manage transactions, and components must not resolve app state. Three violations:
+  - `jobs_page.py` imports `transcription.db.session.session_scope` and manages the session lifecycle itself around `create_job_for_document`, while every sibling call site goes through a service.
+  - `sources_page.py:439` imports `sqlalchemy.inspect` and reads `inspect(attempt).unloaded` to decide rendering — the presentation layer is now coupled to the loader strategy, and will silently misbehave if a service changes its deferred columns.
+  - `document_panzoom.py` calls `get_settings()` inside a component and re-implements upload-path resolution.
+- **Effort:** M
+
+#### [HIGH-08] Circular foreign-key cycle makes `create_all` fail on PostgreSQL
+- **Location:** `src/transcription/db/models.py:260-264` (`Source.preferred_execution_attempt_id`), with the cycle running `source` → `job_source` → `execution_attempt` → `source`
+- **Problem & Consequence:** Verified by compiling the SQLModel metadata against the PostgreSQL dialect, which emits:
+
+  > `SAWarning: Cannot correctly sort tables; there are unresolvable cycles between tables "execution_attempt, job_source, source", which is usually caused by mutually dependent foreign key constraints.`
+
+  The resulting sort order places `execution_attempt` **before** `source`, but `execution_attempt.source_id` is a foreign key to `source.id`. On PostgreSQL, where foreign keys are enforced inline at `CREATE TABLE` time, this is a hard `create_all()` failure. SQLite does not enforce the ordering, so the defect is completely invisible on the current test suite and will surface only at the moment of the Postgres cutover.
+- **Recommendation:** Mark the nullable leg of the cycle with `use_alter=True` so SQLAlchemy emits it as a deferred `ALTER TABLE ... ADD CONSTRAINT` after all tables exist. Verified to silence the warning and produce a correct ordering.
+  ```python
+  # models.py — Source
+  preferred_execution_attempt_id: UUID | None = Field(
+      default=None,
+      sa_column=Column(
+          GUID(),
+          ForeignKey("execution_attempt.id", use_alter=True, name="fk_source_preferred_attempt"),
+          nullable=True,
+      ),
+  )
+  ```
+  This is cheap, harmless on SQLite, and should land with the schema re-level ([HIGH-05]) so the Postgres path is unblocked whenever it is taken.
+- **Effort:** S
+
+### Medium Severity
+
+#### [MED-01] Blocking filesystem and CPU work on the async event loop
+- **Location:** `src/transcription/services/store.py:363`; `src/transcription/services/people.py:623`; `src/transcription/services/sources.py:908-923,941,1297,1354`; `src/transcription/services/normalization.py:52-101`; `src/transcription/services/prompts.py:138,162,173-176`; `src/transcription/ui/homepage_store.py:22,28,41`; `src/transcription/ui/pages/home_page.py:87,92`; `src/transcription/ui/pages/people_page.py:495`
+- **Problem & Consequence:** All media persistence and artifact I/O is synchronous, called from `async def` paths. `_write_external_artifact` (`sources.py:908`) additionally calls `os.fsync()`, which can block for tens of milliseconds. `normalize_orientation` (`normalization.py:52`) runs full Pillow decode/transpose/re-encode at `quality=95, subsampling=0` inline — that is CPU-bound work measured in hundreds of milliseconds for a scanned page. Every one of these stalls the single event loop shared by the FastAPI API, all NiceGUI clients, and the worker.
+- **Recommendation:** Route blocking work through `asyncio.to_thread` at the service boundary (one wrapper per operation, not per call site). For NiceGUI handlers, `nicegui.run.io_bound` / `run.cpu_bound` are the idiomatic equivalents. `normalize_orientation` is the highest-value single conversion.
+- **Effort:** M
+
+#### [MED-02] Dead configuration surface: three settings are defined and tested but never read
+- **Location:** `src/transcription/config.py:99` (`sqlite_check_same_thread`), `:109` (`worker_retry_backoff_seconds`)
+- **Problem & Consequence:** `sqlite_check_same_thread` is never read — `engine.py:43` hardcodes `{"check_same_thread": False}`. `worker_retry_backoff_seconds` is never read either; `tests/test_config.py:152` asserts its default, which gives false confidence that backoff exists. `services.instructions.md:59` mandates a retry path with backoff, and `workflows.py:159-169` implements the `FAILED → QUEUED` transition, but nothing ever sleeps between attempts. Additionally, `advance_job` is invoked exactly once per `process_next_queued_job` call, so a job that transitions `FAILED → QUEUED` is only retried on a later poll — a documented behavior that reads as accidental.
+- **Recommendation:** Either wire `worker_retry_backoff_seconds` into the retry scheduler (a `next_attempt_at` column filtered in the claim query is the correct shape — sleeping in the worker loop would stall all other jobs) or delete both settings and their tests. Honor `sqlite_check_same_thread` in `engine.py:43` or remove it.
+- **Effort:** S
+
+#### [MED-03] Runtime `inspect.signature` and `getattr` duck-typing at the provider boundary
+- **Location:** `src/transcription/services/sources.py:1237-1238,1242-1244`; `src/transcription/services/sources.py:152-154`; `src/transcription/services/workflows.py:297-302`
+- **Problem & Consequence:** The `TranscriptionProvider` Protocol (`providers/base.py:102-117`) already declares `requested_model` as a parameter, yet `sources.py:1237` re-checks for it at runtime via `inspect.signature(adapter.transcribe).parameters` on **every transcription call**, then builds an untyped `dict` of kwargs. Similarly, `aclose` and `current_request_manifest` / `current_transport_evidence` are accessed via `getattr(..., None)` even though they are part of the de-facto contract. This defeats static checking on the most important interface in the system, adds per-call reflection overhead, and means a provider that silently drops `requested_model` fails only at runtime.
+- **Recommendation:** Extend the Protocol to declare `aclose()`, `current_request_manifest`, and `current_transport_evidence`; then call `adapter.transcribe(...)` with real keyword arguments and drop the `inspect` import.
+  ```python
+  class TranscriptionProvider(Protocol):
+      current_request_manifest: RequestManifest | None
+      current_transport_evidence: TransportEvidence | None
+      async def transcribe(self, *, prompt_text: str, ..., requested_model: str | None = None) -> TranscriptionResult: ...
+      async def aclose(self) -> None: ...
+  ```
+- **Effort:** S
+
+#### [MED-04] `@cache` on `get_settings(**kwargs)` and on engine/session factories creates cross-test and cross-tenant coupling
+- **Location:** `src/transcription/config.py:148-151`; `src/transcription/db/engine.py:39-55`; `src/transcription/db/session.py:20-26`
+- **Problem & Consequence:** `get_settings(**kwargs: Any)` is `@cache`-decorated with arbitrary keyword arguments — any unhashable value raises `TypeError`, and the cache key is the kwargs tuple, so `get_settings()` and `get_settings(environment="test")` return different singletons. More seriously, `dispose_engine(database_url)` (`engine.py:50-55`) calls `get_engine.cache_clear()`, which evicts **all** cached engines, not just the one being disposed; a multi-database process would silently lose its other engines' pools. The same pattern applies to `dispose_session_factory` (`session.py:48-50`).
+- **Recommendation:** Replace the caches with an explicit registry keyed by URL that supports targeted eviction. `db/runtime.py` already models lifespan-owned resources correctly — extend that pattern rather than layering `functools.cache` beneath it. Separately, drop `**kwargs` from `get_settings` and keep it a true zero-argument singleton.
+- **Effort:** M
+
+#### [MED-05] Dead compatibility aliases and a three-way import path for one function
+- **Location:** `src/transcription/services/store.py:35,382-383`; `src/transcription/services/transcription.py:12,36`; imports at `store.py:26`, `workflows.py:42`, `sources.py:1263`
+- **Problem & Consequence:** `build_prompt_execution` is defined in `sources.py:1263` and imported through three different paths: `store.py` uses `from .transcription import build_prompt_execution`, `workflows.py` uses `from .sources import ...`, and `tests/test_prompts.py:12` uses a third. `transcription.py` (41 lines) exists solely as a re-export shim. Alongside it, `UploadError = SourceStorageError` (`store.py:35`), `create_upload_job = create_document_job` (`store.py:382`), and `store_file = store_source_file` (`store.py:383`) are aliases with zero remaining callers.
+- **Recommendation:** Delete the three aliases and the `transcription.py` shim; standardize all imports on `services.sources`.
+- **Effort:** S
+
+#### [MED-06] `ServiceBundle` default factories construct four services against global settings
+- **Location:** `src/transcription/services/__init__.py:15-22`; consumed at `src/transcription/worker.py:157-158`
+- **Problem & Consequence:** `ServiceBundle` declares `field(default_factory=DocumentService)` for all four services. Instantiating `ServiceBundle()` therefore calls `get_settings()` and `resolve_session_factory()` four times, binding to process-global state. `worker.py:157` takes exactly this path whenever `session_factory is None`. This is the "global singleton instead of injected dependency" pattern the FastAPI DI system exists to avoid, and it makes the worker's database target implicit.
+- **Recommendation:** Remove the default factories and require explicit construction, plus a single `ServiceBundle.from_session_factory(factory, settings)` classmethod — which also removes the four-way duplication of the same construction block at `app.py:45-50` and `worker.py:160-165`.
+- **Effort:** S
+
+#### [MED-07] Unused `asyncio.Queue` allocated in every service instance
+- **Location:** `src/transcription/services/base.py:20,26,30`
+- **Problem & Consequence:** `ServiceBase.__init__` does `self.queue = queue or asyncio.Queue()`. No code anywhere reads `self.queue`. The annotation is the unparameterized `asyncio.Queue`. Constructing an `asyncio.Queue` also binds to the running event loop policy, so building a `ServiceBundle` outside a loop is a latent hazard, and per [MED-06] this happens four times per bundle.
+- **Recommendation:** Delete the `queue` attribute and constructor parameter.
+- **Effort:** S
+
+#### [MED-08] Exception swallowed to `None` in an ORM model property
+- **Location:** `src/transcription/db/models.py:220-233`
+- **Problem & Consequence:** `Job.filename` reaches into `job_source.__dict__` to dodge lazy loading, then catches `DetachedInstanceError` *and* bare `Exception` (`models.py:227`), returning the string `"unknown"`. Any genuine error — a corrupted row, a mapper misconfiguration — is silently rendered as "unknown" in the UI with no log line. The workaround exists only because of the eager-loading design in [CRIT-02].
+- **Recommendation:** Remove the property from the model and compute the display value in the feature table read model (`ui/components/table/jobs.py`), which is where `ui.instructions.md` says presentation formatting belongs. If it stays, drop the bare `except Exception` and log the `DetachedInstanceError` case.
+- **Effort:** S
+
+#### [MED-09] Large inline SVG asset embedded in a Python module
+- **Location:** `src/transcription/ui/theme.py:36-40` (single 23,317-character line)
+- **Problem & Consequence:** `VIBESCRIBE_LOGO_SVG` is a 23KB string literal inside a Python source file. It trips `ruff`'s `line-too-long`, makes the module unreadable and undiffable, and contradicts `ui.instructions.md`'s rule that static assets live under `ui/static/` and be read via `importlib.resources`. The project already has exactly the right helper for this — `ui/resources.py:10-19`'s cached `importlib.resources` reader.
+- **Effort:** S
+
+#### [MED-10] `DATABASE_URL` is silently ignored by `Settings`
+- **Location:** `src/transcription/config.py` (`Settings`, nested `database` config); `docker-compose.yml:10`
+- **Problem & Consequence:** `docker-compose.yml:10` sets `DATABASE_URL`, plainly intending to point the application at a different database. `Settings` reads its database configuration from a *nested* `database` model with `env_nested_delimiter="__"` and `extra="ignore"`, so `DATABASE_URL` matches nothing and is discarded without warning. Verified at runtime: with `DATABASE_URL=postgresql://...` exported, `get_settings().database` still resolves to `driver='sqlite' path='./data/transcription.db'`. An operator following the committed compose file gets SQLite while believing they configured PostgreSQL — silent, and the failure mode is data written to the wrong place.
+- **Recommendation:** Pick one contract and make the other loud. Either add an explicit `DATABASE_URL` field that parses a full URL into the nested settings, or delete `DATABASE_URL` from `docker-compose.yml` and document `DATABASE__DRIVER` / `DATABASE__PATH`. Given [HIGH-05] defers PostgreSQL, the correct V4.6 action is to remove the misleading compose variable and document the real nested names. Escalates to Critical the moment PostgreSQL is enabled.
+- **Effort:** S
+
+#### [MED-11] `DocumentType` and `PersonRole` registry CRUD is duplicated wholesale
+- **Location:** `src/transcription/services/documents.py:49-61,64-72,350-500`; `src/transcription/services/people.py:49-79,214-378`
+- **Problem & Consequence:** The two models are structurally identical (`id, semantic_key, label, normalized_label, is_active, created_at, updated_at`) and carry identical operation sets, guards, and error mappings:
+
+  | Operation | `DocumentType` | `PersonRole` |
+  | :--- | :--- | :--- |
+  | label normalizer + casefold key | `documents.py:49-61` | `people.py:49-75` |
+  | summary dataclass | `documents.py:64-72` | `people.py:79` |
+  | list / list summaries with counts | `documents.py:350-388` | `people.py:214-249` |
+  | create, `IntegrityError` → conflict | `documents.py:390-413` | `people.py:251-274` |
+  | read, not-found raise | `documents.py:415-430` | `people.py:276-291` |
+  | update, `IntegrityError` → conflict | `documents.py:432-461` | `people.py:293-322` |
+  | delete, built-in guard + referenced guard | `documents.py:463-491` | `people.py:324-352` |
+  | `is_*_referenced` | `documents.py:493-500` | `people.py:354-378` |
+
+  The duplication extends to the wording of the user-facing suggestion strings ("Deactivate the type instead" / "Deactivate the role instead"). Any fix to one — a normalization bug, a missing guard, an error-category correction — has to be remembered twice.
+- **Recommendation:** Introduce a generic `RegistryService[ModelT]` base that owns the eight operations, the label normalization, and the `IntegrityError` mapping. Each concrete registry declares its model, its error class, its reference query, and its noun for message templating. Collapses roughly 200 lines and makes a third registry nearly free.
+- **Effort:** M
+
+#### [MED-12] 38 hand-written "not found" raises; the helper that solves it exists and is used once
+- **Location:** `src/transcription/services/people.py` (15 sites), `sources.py` (14), `documents.py` (9); helper at `documents.py:123-132`
+- **Problem & Consequence:** The pattern `entity = await session.get(Model, id)` / `if entity is None: raise <Error>(f"... {id} not found", category=ErrorCategory.NOT_FOUND, suggestion=...)` is written out longhand 38 times across the service layer, roughly 150 lines. `DocumentService._get_document_or_raise` (`documents.py:123-132`) already implements exactly this — but it is called from only one site (`documents.py:533`), while the identical block is still hand-written at `documents.py:174`, `210`, and `291` in the same file. The abstraction was created and then not adopted, which is the worst of both outcomes: the maintenance burden of a helper plus the drift risk of copies.
+- **Recommendation:** Promote the helper to `ServiceBase` and adopt it everywhere.
+  ```python
+  # services/base.py
+  async def _get_or_raise[T](
+      self, session: AsyncSession, model: type[T], entity_id: UUID, *,
+      error: type[AppError], noun: str, suggestion: str,
+  ) -> T: ...
+  ```
+- **Effort:** M
+
+#### [MED-13] Three parallel media-storage implementations
+- **Location:** `src/transcription/services/store.py:319-379`; `src/transcription/services/people.py:596-631`; `src/transcription/ui/homepage_store.py:31-44`
+- **Problem & Consequence:** `store_source_file`, `store_person_portrait`, and the homepage image writer each independently perform: empty-content check → extension allowlist check → `mkdir(parents=True, exist_ok=True)` → `write_bytes` → wrap `OSError` in a domain error → log. They differ in which of those steps they actually do, so the guarantees are inconsistent — only one of the three hashes its content. All three also block the event loop ([MED-01]).
+- **Recommendation:** Consolidate into `services/media_storage.py` per §4, wrapping the write in `asyncio.to_thread`. Resolves this finding and [MED-01] together.
+- **Effort:** M
+
+#### [MED-14] `SourceService` owns four domain models, violating the project's own service rule
+- **Location:** `src/transcription/services/sources.py` (1254 lines)
+- **Problem & Consequence:** `.github/instructions/services.instructions.md:12` states "1 service class per data model." `SourceService` owns `Source`, `JobSource`, `ExecutionAttempt`, and `ProcessingArtifact`:
+
+  | Responsibility | Lines |
+  | :--- | :--- |
+  | Source CRUD, navigation, listing | 157-345 |
+  | JobSource association CRUD | 347-510 |
+  | Evidence write (`update_job_source_transcription`) | 511-670 |
+  | Attempt promotion and listing | 672-725 |
+  | Artifact storage (JSON, binary, external, verify) | 727-992 |
+  | Evidence export | 994-1091 |
+  | Revisions | 1093-1141 |
+
+  The clearest symptom is `update_job_source_transcription` — 160 lines, 17 keyword parameters, mutating five models in one call. The same instruction file (line 13) says an operation spanning more than one service "needs to have a separate orchestration function"; this method *is* that orchestration function, living inside a service. The size also made `sources.py` an import hub: `documents.py:24` and `store.py:24-25` both import from it, and `documents.py:24` importing `source_mime_type` violates the "services are completely independent" rule at line 13.
+- **Recommendation:** Extract `ExecutionAttempt` and `ProcessingArtifact` into their own services and relocate `update_job_source_transcription` to `workflows.py` as orchestration. Keep `Source` and `JobSource` together — they are written in the same transaction on every path, and separating them would add ceremony without benefit. Move `source_mime_type` to a shared module so `documents.py` no longer imports a sibling service.
+- **Deferred to V4.7.** This touches the transcription write path and is too large to absorb alongside the V4.6 schema re-level.
+- **Effort:** L
+
+### Low Severity
+
+#### [LOW-01] `ruff check` fails on 6 issues, 5 auto-fixable
+- **Location:** `src/transcription/ui/theme.py:38,40`; `tests/test_app.py:23`; `tests/ui/test_upload_page.py:44`; plus 2 others
+- **Recommendation:** Run `ruff check --fix`; the only non-trivial one is the SVG line, addressed by [MED-09].
+- **Effort:** S
+
+#### [LOW-02] Stale path reference in project instructions
+- **Location:** `.github/instructions/services.instructions.md:10`
+- **Problem:** Points to `src/transcription/models.py`; the actual location is `src/transcription/db/models.py`.
+- **Effort:** S
+
+#### [LOW-03] `list_jobs` accepts and discards a parameter
+- **Location:** `src/transcription/services/jobs.py:113-120` (`_ = load_docs`)
+- **Problem:** A dead parameter kept alive only to satisfy `ARG` linting. Callers may believe it changes behavior.
+- **Recommendation:** Remove the parameter and update callers.
+- **Effort:** S
+
+#### [LOW-04] `resolve_worker_notifier` returns unvalidated `getattr` results
+- **Location:** `src/transcription/worker.py:54-61`
+- **Problem:** Any non-`None` attribute is returned as a `WorkerNotifier` without checking it has `notify`. Compare `app_state.py:15-18`, which correctly uses `isinstance`.
+- **Effort:** S
+
+#### [LOW-05] Untyped handler parameters and loosely-typed dict returns in UI
+- **Location:** `ui/pages/jobs_page.py:491`; `ui/pages/people_page.py:492`; `ui/pages/home_page.py:85`; `_render_document_form_fields` / `_render_person_form_fields` returning `dict[str, Any]`
+- **Recommendation:** Annotate with `nicegui.events.UploadEventArguments`; replace the form-field dicts with frozen dataclasses.
+- **Effort:** S
+
+#### [LOW-06] Auto-refresh timer deactivated but never cancelled; magic interval
+- **Location:** `ui/pages/jobs_page.py:245,251,253`
+- **Problem:** `ui.timer(4.0, refresh_job)` is toggled via `.active = False` rather than `.cancel()`; `4.0` is an unnamed literal. Client-scoped, so impact is bounded.
+- **Effort:** S
+
+#### [LOW-07] `people_page.py:504` catches `Exception` and discards it entirely
+- **Location:** `ui/pages/people_page.py:504`
+- **Effort:** S
+
+#### [LOW-08] Four avoidable query inefficiencies in `sources.py`
+- **Location:** `src/transcription/services/sources.py:233-244, 338-343, 961, 1012-1013`
+- **Problem & Consequence:**
+  - `list_sources_detail:338-343` filters by `job_id` **in Python**, after loading every `Source` row and its eager graph, instead of joining `JobSource` in SQL. Cost grows with the whole table rather than with the result set.
+  - `read_source_navigation:233-244` fetches the complete ordered id list for a document to identify two neighbours. Two `LIMIT 1` queries (`page_number < n ORDER BY page_number DESC`, and the mirror) return the same answer at constant cost.
+  - `list_processing_artifacts:961` has no `limit` parameter while its sibling `list_processing_artifact_summaries:980` does, and it loads `inline_payload` blobs that the caller frequently does not need.
+  - `build_evidence_export:1012-1013` re-reads and re-hashes every external artifact file synchronously on the event loop before serializing. Integrity verification is correct to perform, but it belongs in `asyncio.to_thread` ([MED-01]).
+- **Recommendation:** Push the `job_id` filter into SQL, replace the navigation scan with two bounded queries, add a `limit` to `list_processing_artifacts`, and move artifact hashing off the loop.
+- **Effort:** S
+
+---
+
+## 3. Stack-Specific Analysis
+
+### Python 3.12+ Best Practices
+Modern syntax is used consistently and correctly: `type` statements (`db/session.py:17,45,73,102`), `X | None` unions, `StrEnum`, `match` statements (`db/engine.py:16-31`, `db/session.py:84-92`, `workflows.py:153-171`), frozen `dataclass(slots=True)`, and `pathlib` throughout — no `os.path` anywhere. Gaps: unparameterized `asyncio.Queue` ([MED-07]), untyped `prompt_execution` parameters (`store.py:192,247`), the untyped kwargs dict at `sources.py:1229-1238` ([MED-03]), and the swallowed exception at `models.py:227` ([MED-08]). Broad `except Exception` appears frequently but is almost always accompanied by `# noqa: BLE001` and immediate normalization through `classify_unexpected_error` — that is a defensible boundary pattern, not a defect.
+
+### FastAPI
+`create_app` (`app.py:87-111`) is a clean factory using the modern `lifespan` context manager, not the deprecated `@app.on_event`. Routers are domain-organized with prefixes and tags. `response_model` is declared on every route. Dependency injection is used correctly in `api/v4_documents.py:111-128`, with the useful touch that `get_document_service` prefers lifespan-owned state and falls back gracefully. Two gaps: service methods called from `async def` endpoints perform synchronous file I/O ([MED-01]), and `_recover_stale_processing_jobs` (`app.py:73-84`) constructs a throwaway `JobService` rather than using the bundle built five lines earlier.
+
+### NiceGUI
+The strongest layer of the codebase in terms of convention adherence. CSS discipline is exemplary: a single `ui.add_css(read_css("theme.css"), shared=True)` at the composition root (`ui/__init__.py:28`), read through `importlib.resources` with a `@cache`-backed loader and path validation (`ui/resources.py:10-19`), and zero inline `.style()` calls or `<style>` blocks in components. **No cross-client state leakage was found** — per-request state lives in page-function closures, and the only module-level globals are idempotent registration flags (`theme.py:15`, `_register_panzoom_assets`'s `lru_cache`). `error_presenter.show_error/summarize_error` is applied uniformly and preserves `AppError` id/category/suggestion. The table architecture (generic `build_table` + per-feature row read models) matches the documented split. Defects are the boundary violations in [HIGH-07], the blocking I/O in [MED-01], and the duplication catalogued in §4.
+
+### SQLModel & SQLAlchemy
+Session lifecycle is the clear high point: `ServiceBase._finalize` (`services/base.py:41-60`) implements a genuinely well-reasoned commit-vs-flush ownership protocol that lets orchestration functions commit exactly once at the workflow boundary, and `session_scope` / `transaction_scope` (`db/session.py:53-105`) express the two modes cleanly, with `transaction_scope` correctly rejecting a supplied session that has no active transaction. `JSONBCompat` (`models.py:27-35`) is the right cross-dialect abstraction, and `BigInteger` for `file_size_bytes` and `StaticPool` for in-memory SQLite show real attention to portability. Against that, the eager-loading defaults ([CRIT-02]), missing indexes ([HIGH-04]), unlocked job claim ([CRIT-01]), and hand-rolled DDL ([HIGH-05]) are the four issues that most need attention. Note also that `models.py` sets `updated_at` / `date_updated` via `default_factory` only — there is no `onupdate`, so these columns are stale unless a service sets them by hand (`jobs.py:166` does; most other update paths do not).
+
+### Pydantic V2 & Settings
+Fully V2-native. No `@validator`, no `class Config`, no `.dict()`, no `parse_obj` anywhere. `model_config = ConfigDict(...)` is used consistently, usually with `extra="forbid", frozen=True` — a good default that catches provider payload drift. `Settings` is a single `BaseSettings` source of truth with `env_nested_delimiter`, a discriminated `DatabaseSettings` union, `SecretStr` for credentials, and constrained `Annotated` types (`NonEmptyStr`, `Probability`, `Temperature`). There are **no scattered `os.getenv` calls** in `src`. The one wart is `object.__setattr__` in `normalize_provider_models` (`config.py:130,137`) to mutate a frozen model — functional but fragile; `model_copy(update=...)` or a computed property would express it more safely. Issues: [MED-02] dead settings, [HIGH-03] the timeout cap, [MED-04] the `@cache` signature.
+
+### Asyncio Workers
+`worker_consumer_lifespan` (`worker.py:64-94`) is well-built: it holds a strong reference to the task, sets the stop event, wakes the loop, waits with a bounded timeout, and escalates to `cancel()` + `suppress(CancelledError)` on timeout — a correct graceful-shutdown sequence. The `WorkerNotifier` Protocol with `Event`/`Noop` implementations is a clean seam. `_persist_page_outcome_durably` (`workflows.py:486-499`) uses `asyncio.shield` with correct cancellation re-raise so a shutdown mid-job cannot lose provider evidence — a genuinely subtle piece of code done right. Remaining concerns: the single-worker assumption is unenforced ([CRIT-01]), there is no backpressure or concurrency limit (jobs are processed strictly serially, so a large backlog drains slowly while the provider sits idle), and blocking I/O inside the loop ([MED-01]) stalls both the worker and all HTTP/UI clients on the same loop.
+
+### OpenRouter / Adapter Boundary
+Encapsulation is good — no OpenRouter-specific header, model name, or payload shape appears in `services`, `api`, or `ui`. `providers/__init__.py`'s factory keeps the concrete adapter behind `get_transcription_provider`. Responses are validated through real Pydantic schemas (`OpenRouterResponse`, `ResponseChoice`, `ResponseUsage`), and `_CapturingAsyncClient` / `_CapturingAsyncByteStream` (`openrouter.py:45-91`) is a thoughtful mechanism for retaining raw transport bytes for evidence without disturbing SDK parsing. The failures are lifecycle and typing: per-job client churn ([HIGH-02]), no explicit httpx timeout ([HIGH-03]), and runtime `inspect`/`getattr` duck-typing instead of an honest Protocol ([MED-03]).
+
+### Testing & Quality Tooling
+264 tests pass with 4 skipped; markers (`unit`/`integration`/`external`) are declared and `--strict-markers` is on; `filterwarnings` escalates never-awaited coroutines to errors — a good async-specific guard. Coverage is broad across services, providers, API, and UI pages. The material gaps: (a) `asyncio_mode = "strict"` is set but no `asyncio_default_fixture_loop_scope` is configured, which pytest-asyncio warns about and which will change behavior on upgrade; (b) **every test runs on SQLite**, so the Postgres support that `JSONBCompat`, `asyncpg`, and `psycopg2-binary` all exist to provide is entirely unverified — [HIGH-05]'s `CHAR(32)` bug is exactly the class of defect this would catch; (c) no test asserts concurrent job-claim safety, which is why [CRIT-01] survives; (d) `ty` cannot gate ([HIGH-06]); (e) `tools/run_destructive_tests.py:76,80` uses `fcntl`, unavailable on this project's Windows development platform.
+
+---
+
+## 4. Duplication & Consolidation Report
+
+| Pattern / Duplication | Locations | Proposed Canonical Home | Est. Lines Removed |
+| :--- | :--- | :--- | :--- |
+| Delete-confirmation page scaffold (blocked-deps card + confirm/cancel row) | `ui/pages/documents_page.py:354-433`; `jobs_page.py:358-428`; `sources_page.py:204-277`; `people_page.py:~270-310` | `ui/components/confirm_delete.py` | ~120 |
+| Upload/media URL resolution (`_resolve_*_src`, `_to_absolute_upload_url`) | `ui/pages/sources_page.py:711-770`; `people_page.py:525-579`; `ui/components/document_panzoom.py:59-75` | `ui/components/media_urls.py` (pure, takes `upload_dir` + `base_url`) | ~110 |
+| Invalid-id / not-found guard (parse → red label → return) | `documents_page.py:172-184,219-231,275-287,359-371`; `jobs_page.py:212-221,310-319,363-372`; `sources_page.py:111-137,207-222` | `ui/components/guards.py:load_or_render_error(...)` | ~90 |
+| Hand-rolled `ui.table` instead of `build_table` | `ui/pages/settings_page.py:65-113` + person-roles table; `ui/components/linked_people.py:66-75`; `print_preview_page.py:125-161` | `ui/components/table/common.py:build_table` (add selection / no-search options) | ~70 |
+| File-picker upload wiring | `people_page.py:491-522`; `jobs_page.py:449-503`; `home_page.py:38-40,85-89` | `ui/components/upload_panel.py` | ~50 |
+| `_parse_uuid` | `documents_page.py:591`; `jobs_page.py:558`; `sources_page.py:780`; `people_page.py:589`; `linked_people.py:175` | `ui/components/formatters.py` | ~35 |
+| `_resolve_runtime_settings(request)` | `jobs_page.py:567`; `sources_page.py:773`; `people_page.py:582` | Shared page-helper module | ~18 |
+| `_parse_iso_date` | `documents_page.py:600`; `people_page.py:598` | `ui/components/formatters.py` | ~14 |
+| `ServiceBundle` construction block (4 identical service instantiations) | `app.py:45-50`; `worker.py:160-165`; `services/__init__.py:19-22` | `ServiceBundle.from_session_factory(...)` classmethod | ~20 |
+| "Next queued job" query, two divergent implementations | `services/jobs.py:170-187` (no `LIMIT`); `db/operations.py:143-151` (has `LIMIT`) | `JobService.claim_next_queued_job` (per [CRIT-01]); delete the `operations.py` copy | ~12 |
+| `build_prompt_execution` re-export shim + legacy aliases | `services/transcription.py` (whole module); `services/store.py:35,382,383` | `services/sources.py` (single import path) | ~45 |
+| `store_source_file` / `store_person_portrait` / `store_homepage_image` — three near-identical validate-hash-write-bytes flows | `services/store.py:319-379`; `services/people.py:596-631`; `ui/homepage_store.py:31-44` | `services/media_storage.py` (one async, `to_thread`-wrapped writer) | ~60 |
+| Registry CRUD (list / summaries / create / read / update / delete / referenced) for `DocumentType` and `PersonRole` | `services/documents.py:350-500`; `services/people.py:214-378` | `services/registry.py:RegistryService[ModelT]` ([MED-11]) | ~200 |
+| Label normalization + casefold key + summary dataclass | `services/documents.py:49-72`; `services/people.py:49-79` | `services/registry.py` (base) | ~35 |
+| `get(...)` → `if None: raise ...NOT_FOUND` guard, written longhand 38 times | `services/people.py` (15), `sources.py` (14), `documents.py` (9) | `ServiceBase._get_or_raise` ([MED-12]) | ~150 |
+
+### Proposed Canonical Abstractions
+
+```python
+# src/transcription/services/media_storage.py
+async def store_media(
+    *, filename: str, content: bytes, root: Path, relative_directory: Path | None = None,
+    filename_stem: str | None = None, validate: Callable[[str, bytes], None] | None = None,
+) -> StoredMedia: ...          # StoredMedia = frozen dataclass(path, sha256, byte_size, media_type)
+                               # wraps the blocking write in asyncio.to_thread — resolves [MED-01]
+
+# src/transcription/services/__init__.py
+@classmethod
+def from_session_factory(cls, factory: SessionFactory, settings: Settings | None = None) -> ServiceBundle: ...
+
+# src/transcription/services/jobs.py
+async def claim_next_queued_job(self, *, session: AsyncSession | None = None) -> Job | None: ...
+                               # atomic QUEUED -> PROCESSING with LIMIT 1 + FOR UPDATE SKIP LOCKED
+
+# src/transcription/services/registry.py
+class RegistryService[ModelT: RegistryModel](ServiceBase):
+    """Shared CRUD for semantic-key registries (DocumentType, PersonRole)."""
+    model: type[ModelT]
+    error: type[AppError]
+    noun: str
+    async def list_all(self, *, active_only: bool = True, session=None) -> Sequence[ModelT]: ...
+    async def list_summaries(self, *, session=None) -> Sequence[RegistrySummary]: ...
+    async def create(self, *, label: str, is_active: bool = True, session=None) -> ModelT: ...
+    async def read(self, entity_id: UUID, *, session=None) -> ModelT: ...
+    async def update(self, entity_id: UUID, *, label: str, is_active: bool, session=None) -> ModelT: ...
+    async def delete(self, entity_id: UUID, *, session=None) -> None: ...
+    async def is_referenced(self, entity_id: UUID, *, session=None) -> bool: ...
+    def _reference_query(self, entity: ModelT) -> Select[tuple[UUID]]: ...   # subclass hook
+
+# src/transcription/services/base.py
+async def _get_or_raise[T](
+    self, session: AsyncSession, model: type[T], entity_id: UUID, *,
+    error: type[AppError], noun: str, suggestion: str,
+) -> T: ...                    # absorbs 38 hand-written not-found blocks — resolves [MED-12]
+
+# src/transcription/ui/components/media_urls.py
+def build_upload_url(*, file_path: Path, upload_dir: Path, base_url: str) -> str | None: ...
+
+# src/transcription/ui/components/confirm_delete.py
+def render_confirm_delete(
+    *, title: str, blockers: Sequence[str], on_confirm: Callable[[], Awaitable[None]],
+    on_cancel: Callable[[], None],
+) -> None: ...
+
+# src/transcription/ui/components/guards.py
+def parse_uuid_or_render_error(raw: str, *, entity: str) -> UUID | None: ...
+```
+
+---
+
+## 5. Prioritized Action Plan
+
+> **Superseded for V4.6.** The three phases below are the original review's sequencing. The V4.6 release restructures this into seven phases against the confirmed operating context in [§1a](#1a-post-review-addendum); see [`ver4.6/implementation_plan_v4_6.md`](ver4.6/implementation_plan_v4_6.md). The material differences are: Alembic is replaced by a schema re-level; the schema-affecting items are merged into a single pass; the service-layer consolidation ([MED-11], [MED-12], [MED-13]) is added; and the `SourceService` split ([MED-14]) is deferred to V4.7.
+
+### Phase 1: Quick Wins (PR 1-2)
+1. Delete `src/transcription/app_state.py` — dead module with a live `TypeError` ([HIGH-01]).
+2. Remove `le=20.0` from `worker_provider_timeout_seconds`, raise the default, and pass an explicit `httpx.Timeout` to the OpenRouter client ([HIGH-03]).
+3. Add `Index("ix_job_status_date_created", "status", "date_created")` and `index=True` on the hot foreign keys ([HIGH-04]).
+4. Add `.limit(1)` to `read_next_queued_job` — a one-line change that removes the full-queue load ahead of the full [CRIT-01] fix.
+5. Delete `services/transcription.py`, the three `store.py` aliases, and `ServiceBase.queue`; standardize `build_prompt_execution` imports ([MED-05], [MED-07]).
+6. Move the 23KB SVG to `ui/static/` and run `ruff check --fix` ([MED-09], [LOW-01]).
+7. Resolve or delete `sqlite_check_same_thread` and `worker_retry_backoff_seconds` ([MED-02]).
+
+### Phase 2: Reliability & Concurrency (PR 3-4)
+8. Implement `claim_next_queued_job` with `LIMIT 1` + `FOR UPDATE SKIP LOCKED`, delete the `db/operations.py` duplicate, and add a concurrency test that runs two claimers against one queued job ([CRIT-01]).
+9. Hoist `ServiceBundle` and the provider client to worker-loop scope so the HTTP connection pool survives across jobs ([HIGH-02], [MED-06]).
+10. Wrap blocking media/artifact I/O and Pillow normalization in `asyncio.to_thread` behind a single `services/media_storage.py` ([MED-01]).
+11. ~~Adopt Alembic~~ — **superseded**: re-level the schema from current metadata and delete the `_upgrade_*` chain ([HIGH-05]), landing together with [HIGH-04], [HIGH-08], and [CRIT-02] in one pass.
+12. Extend `TranscriptionProvider` Protocol to cover `aclose` and the evidence attributes; delete the `inspect.signature` reflection ([MED-03]).
+
+### Phase 3: Consolidation & Refactoring (PR 5-6)
+13. Flip relationship defaults to `lazy="raise"` model by model, letting the existing suite prove which explicit `selectinload()` calls are load-bearing ([CRIT-02]). This also removes most of the `# pyright: ignore` comments.
+14. Standardize on `ty`, convert remaining suppressions to `# ty: ignore[...]`, and wire `ty check` into the existing pre-commit setup ([HIGH-06]).
+15. Fix the three UI boundary violations: session ownership in `jobs_page`, `sqlalchemy.inspect` in `sources_page`, `get_settings()` in `document_panzoom` ([HIGH-07]).
+16. Extract the UI duplication per §4, highest value first: `confirm_delete` → `media_urls` → `guards` → `formatters` (~500 lines removed).
+17. Replace `functools.cache` on engine/session factories with an explicit URL-keyed registry supporting targeted eviction ([MED-04]).
+
+---
+
+## 6. Preserved Strengths
+
+- **`ServiceBase._finalize` (`services/base.py:41-60`)** — the commit-vs-flush ownership protocol is the single best idea in the codebase. It lets orchestration functions compose multiple services into one atomic transaction without any service knowing about the others, and it is documented in `services.instructions.md`. Keep it and keep enforcing it.
+- **Error taxonomy (`errors.py`)** — `AppError` carrying `category`, `suggestion`, `retriable`, and a short shareable `error_id`, with `classify_unexpected_error` normalizing at every boundary and `format_error_detail` producing a stable persisted string. It is applied consistently from services through API handlers to `ui/components/error_presenter.py`.
+- **Evidence capture pipeline** — `_CapturingAsyncClient` / `_CapturingAsyncByteStream` (`openrouter.py:45-91`) plus `ExecutionAttempt` / `ProcessingArtifact` with content-addressed digests and integrity verification (`sources.py:925-959`) is a serious, well-executed provenance design that is rare to see done properly.
+- **`asyncio.shield` around page-outcome persistence (`workflows.py:486-499`)** — correctly written, including the `await task` before re-raising `CancelledError`, so provider results survive shutdown mid-job.
+- **Worker lifespan shutdown (`worker.py:64-94`)** — strong task reference, stop event, wake, bounded wait, then cancel-and-suppress. Textbook correct.
+- **Pydantic V2 discipline** — zero V1 residue, `extra="forbid"` + `frozen=True` as the house default, constrained `Annotated` types, `SecretStr` for credentials, discriminated union for database config, and no `os.getenv` anywhere in `src`.
+- **UI CSS and asset discipline** — one `add_css` at the composition root, `importlib.resources` with a `@cache`d reader and path validation, semantic `ui-*` classes, no inline styles. This is exactly what `ui.instructions.md` prescribes, followed without exception.
+- **No cross-client state leakage in NiceGUI** — per-request state lives in page-function closures; the only module globals are idempotent registration flags. This is the most common NiceGUI defect and this codebase avoids it entirely.
+- **Cross-dialect care** — `JSONBCompat`, `BigInteger` for byte sizes, `native_enum=False` with `values_callable` for stable enum storage, `StaticPool` for in-memory SQLite. The intent is right; it just needs Postgres CI to make it real.
+- **The instruction files themselves** — `.github/instructions/services.instructions.md` and `ui.instructions.md` are specific, enforceable, and largely followed. Most findings in this report are deviations from rules the project already wrote down, which is a much healthier position than having no rules at all.

docs/architecture_v2.md

@@ -1,136 +0,0 @@
-# System Architecture (Version 2)
-
-This document describes the V2 production architecture of the personal historical-document transcription system.
-
-## Architecture Objectives
-
-* Preserve source material as immutable transcribed text alongside page-level spatial AI metadata.
-* Support batching multi-image and folder uploads cleanly into sequential pages (`page_number`).
-* Leverage asynchronous worker pools (`asyncio`) for parallel single-image API execution bounded by rate limiters (`asyncio.Semaphore`).
-* Migrate persistence to PostgreSQL using native `UUID`, `TIMESTAMPTZ`, and `JSONB` document storage.
-* Standardize all data validation, API parsing, and database models on **Pydantic V2**.
-* Support rich historical attribution (multi-author and multi-recipient relationships).
-
-## Runtime Topology
-
-The V2 runtime operates as an asynchronous Python application:
-
-* FastAPI + NiceGUI web application process.
-* In-process `asyncio` background task orchestrator for parallel API execution.
-* Relational persistence via PostgreSQL (using `asyncpg` or `psycopg3`).
-* Pydantic V2 validation layer wrapping API payloads and PostgreSQL `JSONB` schemas.
-
-```mermaid
-flowchart LR
-U[Browser User] --> A[FastAPI + NiceGUI App]
-A --> W[Asyncio Worker Engine]
-A --> DB[(PostgreSQL Database)]
-W --> P[Vision Provider APIs\nOpenAI / Claude]
-W --> DB
-```
-
-## Lifecycle Ownership
-
-Application lifespan owns runtime setup/teardown:
-
-* Initialize environment logging and Pydantic configuration.
-* Manage asynchronous PostgreSQL connection pools (`asyncpg` / `psycopg3`).
-* Execute database migrations and index initialization.
-* Recover stale processing jobs on startup.
-* Manage graceful shutdown of active `asyncio` worker pools.
-
-## Layered Module Structure
-
-### Interface Layer
-
-* `src/transcription/ui/**` (NiceGUI pages, multi-page renderers, person cards)
-* `src/transcription/api/**` (FastAPI routes and JSON error handlers)
-
-### Application & Async Worker Layer
-
-* `src/transcription/services/workflows.py`
-* `src/transcription/worker.py`
-
-Responsibilities:
-
-* Batch orchestration and status transitions (`queued` -> `processing` -> `completed` | `partial_success` | `failed`).
-* Parallel single-image API execution using `asyncio.gather` bounded by `asyncio.Semaphore`.
-* Pydantic schema parsing (`PageAIMetadata`) and validation prior to database storage.
-
-### Domain & Service Layer
-
-* `src/transcription/models/*.py` (Pydantic V2 schemas and entity definitions)
-* `src/transcription/services/*.py` (Transactional operations for `Document`, `Person`, `Source`, `Job`, and `JobSource`)
-
-### Infrastructure Layer
-
-* `src/transcription/db/**` (PostgreSQL connection pooling and raw parameterized SQL execution)
-* `src/transcription/providers/**` (OpenAI & Anthropic Vision SDK adapters)
-
-## Processing Workflow
-
-1. User uploads a folder or batch of images for a `Document`.
-2. System creates `Document`, `Job(status='queued')`, and ordered `Source` pages (`page_number = 1..N`).
-3. Worker claims job, sets `Job.status = 'processing'`, and spawns parallel `asyncio` tasks bounded by semaphore.
-4. Each task calls Vision API for a **single** `Source` image.
-5. On task completion:
-* Writes a `JobSource` record containing `status='transcribed'`, `raw_transcription`, `ai_metadata` (bounding boxes/confidence), and `raw_api_response`.
-* Caches active text to `Source.raw_transcription`.
-
-
-6. On page failure:
-* Writes `JobSource` record with `status='failed'` and `error_detail`.
-
-
-7. Once all page tasks resolve:
-* Marks `Job.status` as `completed` (100% success), `partial_success` (at least 1 success, 1 failure), or `failed` (all failed).
-
-
-
-## Domain Ownership & Invariants
-
-* **Immutable AI Outputs:** `source.raw_transcription` and `job_source.raw_transcription` store original, point-in-time machine output and are immutable.
-* **Inlined Revisions:** Human corrections occur on `source.revised_text`. UI renders `COALESCE(revised_text, raw_transcription)`.
-* **Sequential Integrity:** Multi-page documents are strictly ordered by `source.page_number ASC`.
-* **Page Execution Isolation:** A failure on one page image does not invalidate successful transcriptions on sister pages in the same batch job.
-
-## Data Model Summary
-
-* `Document` has many `Source` pages, many `Job` runs, and many `Person` records via `DocumentPerson` junction (`author` or `recipient`).
-* `Source` belongs to one `Document` and can be processed across many `JobSource` executions.
-* `Job` has many `JobSource` execution records.
-
-## Test Strategy
-
-* Unit tests for Pydantic V2 schemas, custom validators, and JSONB serialization.
-* Integration tests for async PostgreSQL connection handling and parameterized queries.
-* Async workflow tests using mock AI providers to verify `partial_success` and retry logic.
-* UI integration tests for multi-page rendering and person management.
-
----
-
-## Technology References
-
-- [FastAPI documentation](https://fastapi.tiangolo.com/)
-- [NiceGUI documentation](https://nicegui.io/documentation)
-- [PostgreSQL documentation](https://www.postgresql.org/docs/)
-- [Python asyncio](https://docs.python.org/3/library/asyncio.html#module-asyncio)
-- [Pydantic Validation](https://pydantic.dev/docs/validation/latest/get-started/)
-- [Pydantic AI](https://pydantic.dev/docs/ai/overview/)
- 
-
-## Related Local References
-
-- [System Overview](index_v1.md)
-- [System Design Intent](intent.md)
-- [Transcription Methodology](transcription_methodology.md)
-- System Architecture (this document)
-- [System Requirements](requirements_v1.md)
-- [Data model](schema_v1.md)
-- [Error Handling Policy](error_handling_v1.md)
-- [Implementation Plan](implementation_plan_v1.md)
-
-
-
-
-

docs/ddl_v2.sql

@@ -1,102 +0,0 @@
-## PostgreSQL DDL Specification (Version 2)
-
-```sql
--- Enable pgcrypto for UUID generation if on PostgreSQL < 13
-CREATE EXTENSION IF NOT EXISTS "pgcrypto";
-
--- 1. PERSON TABLE
-CREATE TABLE person (
-    id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
-    full_name TEXT NOT NULL,
-    display_name TEXT,
-    maiden_name TEXT,
-    birth_date DATE,
-    birth_date_raw TEXT,
-    birth_place TEXT,
-    death_date DATE,
-    death_date_raw TEXT,
-    death_place TEXT,
-    biography TEXT,
-    portrait_path TEXT,
-    metadata JSONB DEFAULT '{}'::jsonb,
-    created_at TIMESTAMPTZ NOT NULL DEFAULT now(),
-    updated_at TIMESTAMPTZ NOT NULL DEFAULT now()
-);
-
--- 2. DOCUMENT TABLE
-CREATE TABLE document (
-    id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
-    name TEXT NOT NULL,
-    document_type TEXT,
-    document_date DATE,
-    document_date_raw TEXT,
-    location_created TEXT,
-    notes TEXT,
-    archive_identifier TEXT,
-    created_at TIMESTAMPTZ NOT NULL DEFAULT now(),
-    updated_at TIMESTAMPTZ NOT NULL DEFAULT now()
-);
-
--- 3. DOCUMENT_PERSON (Junction Table for Multi-Author / Multi-Recipient)
-CREATE TABLE document_person (
-    id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
-    document_id UUID NOT NULL REFERENCES document(id) ON DELETE CASCADE,
-    person_id UUID NOT NULL REFERENCES person(id) ON DELETE CASCADE,
-    role VARCHAR(20) NOT NULL, -- 'author' or 'recipient'
-    created_at TIMESTAMPTZ NOT NULL DEFAULT now(),
-    CONSTRAINT unique_document_person_role UNIQUE (document_id, person_id, role)
-);
-
--- 4. JOB TABLE (Batch-level orchestrator)
-CREATE TABLE job (
-    id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
-    document_id UUID NOT NULL REFERENCES document(id) ON DELETE CASCADE,
-    status VARCHAR(50) NOT NULL DEFAULT 'queued', -- 'queued', 'processing', 'completed', 'partial_success', 'failed'
-    retry_count INTEGER NOT NULL DEFAULT 0,
-    provider TEXT NOT NULL,                        -- e.g., 'openai', 'anthropic'
-    model TEXT NOT NULL,                           -- e.g., 'gpt-4o', 'claude-3-5-sonnet'
-    prompt_name TEXT,
-    date_created TIMESTAMPTZ NOT NULL DEFAULT now(),
-    date_updated TIMESTAMPTZ NOT NULL DEFAULT now()
-);
-
--- 5. SOURCE TABLE (Physical image files & active state)
-CREATE TABLE source (
-    id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
-    document_id UUID NOT NULL REFERENCES document(id) ON DELETE CASCADE,
-    page_number INTEGER NOT NULL DEFAULT 1,
-    upload_name TEXT NOT NULL,
-    filename TEXT NOT NULL,
-    file_path TEXT NOT NULL,
-    raw_transcription TEXT,                       -- Cached active AI text output
-    revised_text TEXT,                            -- Active human edited text
-    date_uploaded TIMESTAMPTZ NOT NULL DEFAULT now(),
-    date_revised TIMESTAMPTZ
-);
-
--- 6. JOB_SOURCE (Junction Table: Per-Image Execution Record)
-CREATE TABLE job_source (
-    id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
-    job_id UUID NOT NULL REFERENCES job(id) ON DELETE CASCADE,
-    source_id UUID NOT NULL REFERENCES source(id) ON DELETE CASCADE,
-    status VARCHAR(50) NOT NULL DEFAULT 'pending', -- 'pending', 'transcribed', 'failed'
-    raw_transcription TEXT,                       -- Point-in-time raw AI text output
-    ai_metadata JSONB,                            -- Page-level bounding boxes, tokens, confidence
-    raw_api_response JSONB,                       -- Complete REST response envelope
-    error_detail TEXT,
-    executed_at TIMESTAMPTZ NOT NULL DEFAULT now(),
-    CONSTRAINT unique_job_source UNIQUE (job_id, source_id)
-);
-
--- INDEXES FOR FAST LOOKUPS & QUERY PERFORMANCE
-CREATE INDEX idx_person_full_name ON person(full_name);
-CREATE INDEX idx_document_date ON document(document_date);
-CREATE INDEX idx_document_person_doc ON document_person(document_id);
-CREATE INDEX idx_document_person_per ON document_person(person_id);
-CREATE INDEX idx_source_document ON source(document_id);
-CREATE INDEX idx_source_page_order ON source(document_id, page_number);
-CREATE INDEX idx_job_document ON job(document_id);
-CREATE INDEX idx_job_source_job ON job_source(job_id);
-CREATE INDEX idx_job_source_source ON job_source(source_id);
-CREATE INDEX idx_job_source_ai_metadata ON job_source USING GIN (ai_metadata);  
-```

docs/error_handling_v2.md

@@ -1,88 +0,0 @@
-# Error Handling Policy (Version 2)
-
-This document defines the canonical error-handling policy for the V2 document transcription system.
-
-## Error Handling Objectives
-
-* Make failures visible in clear, actionable language at both the document and individual page levels.
-* Support **isolated failure handling** in multi-image batches so single page errors do not crash an entire batch job.
-* Preserve diagnostic detail (Pydantic validation errors, raw provider responses) in PostgreSQL `JSONB` for fast troubleshooting.
-* Ensure consistent error envelope structure across API, UI, and async worker boundaries.
-
-## Scope And Authority
-
-Governs error behavior across NiceGUI pages, FastAPI routes, service orchestration, `asyncio` background tasks, PostgreSQL interactions, and AI provider adapters.
-
-## Error Taxonomy
-
-| Category | Definition | Retriable |
-| --- | --- | --- |
-| `validation_error` | Pydantic payload or parameter schema validation failure | no |
-| `user_input_error` | Unacceptable user file (unsupported image type, corrupt file) | no |
-| `not_found_error` | Requested resource (`Document`, `Source`, `Person`, `Job`) missing | no |
-| `conflict_error` | Operation violates state constraints (e.g., duplicate `document_person` role) | no |
-| `external_provider_error` | AI Provider API failure (rate limit, vision execution error) | yes |
-| `infrastructure_transient_error` | Temporary DB connection reset or HTTP timeout | yes |
-| `infrastructure_persistent_error` | Database down, missing API credentials, misconfiguration | no |
-| `internal_unexpected_error` | Uncaught Python exception or logic defect | no |
-
-## Async Batch & Page-Level Error Behavior
-
-In multi-image `asyncio` batch processing:
-
-1. **Page Isolation:** Exceptions caught during individual page calls are caught within the `asyncio` task wrapper.
-2. **Page Record Logging:** Page failure detail is written directly to `job_source.error_detail` and `job_source.status = 'failed'`.
-3. **Batch Aggregate State:**
-* If **all** page tasks succeed -> `job.status = 'completed'`.
-* If **some** page tasks fail -> `job.status = 'partial_success'`.
-* If **all** page tasks fail -> `job.status = 'failed'`.
-
-
-4. **Retry Strategy:** The UI exposes a "Retry Failed Pages" option for `partial_success` jobs, which spawns a new targeted `Job` containing *only* the `Source` IDs marked as `failed`.
-
-## API Error Response Contract
-
-API error responses return a structured JSON envelope:
-```json
-{
-"error_id": "err_uuid_12345",
-"category": "validation_error",
-"message": "The uploaded payload failed schema validation.",
-"suggestion": "Check file format and metadata fields, then try again.",
-"details": {
-"pydantic_errors": [...]
-},
-"timestamp": "2026-07-31T07:55:00Z"
-}
-```
-
-HTTP Status Mappings:
-
-* `validation_error`, `user_input_error` -> `400`
-* `not_found_error` -> `404`
-* `conflict_error` -> `409`
-* `external_provider_error` -> `502` / `503`
-* `infrastructure_transient_error` -> `503`
-* `infrastructure_persistent_error`, `internal_unexpected_error` -> `500`
-
----
-
-## Technology References
-
-- [FastAPI documentation](https://fastapi.tiangolo.com/)
-- [NiceGUI documentation](https://nicegui.io/documentation)
-- [PostgreSQL documentation](https://www.postgresql.org/docs/)
-- [Python asyncio](https://docs.python.org/3/library/asyncio.html#module-asyncio)
-- [Pydantic Validation](https://pydantic.dev/docs/validation/latest/get-started/)
-- [Pydantic AI](https://pydantic.dev/docs/ai/overview/)
-
-## Related Local References
-
-- [System Overview](index_v2.md)
-- [System Design Intent](intent.md)
-- [Transcription Methodology](transcription_methodology.md)
-- [System Architecture](architecture_v2.md)
-- [System Requirements](requirements_v2.md)
-- [Data model](schema_v2.md)
-- Error Handling Policy (this document)
-- [Implementation Plan](implementation_plan_v2.md)

docs/implementation_plan_v2.md

@@ -1,248 +0,0 @@
-# Implementation Plan (Version 2)
-
-This plan defines the path from the V1 baseline to **Version 2 complete**, aligned to the updated multi-image and multi-person relational domain model:
-
-* `Document` acts as a logical parent container for physical artifacts, supporting multi-author and multi-recipient relationships via `DocumentPerson`.
-* `Source` represents an individual image page within a document, maintaining sequential order (`page_number`), cached active machine output (`raw_transcription`), and inline single user revisions (`revised_text`).
-* `Job` acts as an overarching batch orchestrator for multi-page async processing tasks.
-* `JobSource` records individual point-in-time API executions per image page, storing Pydantic-validated `ai_metadata` and raw REST envelopes (`raw_api_response`).
-* **Pydantic V2** acts as the single source of truth for runtime validation, API payload parsing, and PostgreSQL JSONB serialization.
-
-The objective is to complete the V2 scope with production readiness while keeping non-V2 enhancements out of active delivery.
-
----
-
-## V2 Completion Definition
-
-V2 is complete when all of the following are true:
-
-1. **Functional complete**
-* Multi-image and whole-folder uploads assign sequential page numbers to `Source` records under a single `Document`.
-* Batch jobs process pages concurrently using an `asyncio` worker pool with semaphore rate limiting.
-* Partial job failures resolve cleanly to `partial_success`, allowing single-page retries without re-running successful pages.
-* Multi-author and multi-recipient tagging is supported on `Document`.
-
-
-2. **Data-model complete**
-* SQLite is fully replaced with PostgreSQL (using `asyncpg` or `psycopg3`).
-* Pydantic V2 models validate all API payloads, database row mappings, and `JSONB` structures.
-
-
-3. **Operational complete**
-* Concurrency controls, worker pool metrics, and database connections operate safely under batch load.
-
-
-4. **Documentation complete**
-* `schema_v2.md`, `DDL_v2.sql`, Pydantic model contracts are updated and consistent.
-
-
-
----
-
-## Phase 1 — Data Contract Stabilization & Pydantic Baseline
-
-**Goal:** Lock the PostgreSQL schema, DDL, and Pydantic V2 models before refactoring service logic.
-
-### Tasks
-
-1. Finalize DDL for PostgreSQL native types (`UUID`, `TIMESTAMPTZ`, `JSONB`) and junction tables (`document_person`, `job_source`).
-2. Build core Pydantic V2 schemas (`Person`, `Document`, `Source`, `Job`, `JobSource`, `PageAIMetadata`).
-3. Confirm and document data invariants:
-* `source.raw_transcription` and `job_source.raw_transcription` are immutable machine outputs.
-* `source.revised_text` holds user edits. UI renders `COALESCE(revised_text, raw_transcription)`.
-* Page sequence is strictly ordered by `source.page_number ASC`.
-
-
-4. Freeze V2 job status values (`queued`, `processing`, `completed`, `partial_success`, `failed`) and page execution status values (`pending`, `transcribed`, `failed`).
-
-### Deliverables
-
-* Canonical `docs/schema_v2.md` and `docs/DDL_v2.sql`.
-* Centralized Pydantic validation suite in `models/schemas_v2.py`.
-
-### Exit Criteria
-
-* All database tables, relationships, and JSONB structures have corresponding Pydantic V2 models passing unit validation tests.
-
----
-
-## Phase 2 — Persistence Layer Transition (SQLite to PostgreSQL)
-
-**Goal:** Replace the SQLite storage layer with an asynchronous PostgreSQL driver (`asyncpg` or `psycopg3`).
-
-### Tasks
-
-1. Configure PostgreSQL database connection pooling and environment configuration.
-2. Refactor `services/store.py` / repository layers to execute parameterized async SQL queries (`$1`, `$2`).
-3. Implement JSONB serialization and deserialization helpers using Pydantic's `.model_dump_json()` and `.model_validate()`.
-4. Implement database bootstrap routines for PostgreSQL table creation and index initialization.
-
-### Deliverables
-
-* PostgreSQL-native database connection and query service modules.
-* Integration test suite confirming connection pooling and JSONB CRUD operations.
-
-### Exit Criteria
-
-* All database reads/writes run asynchronously against PostgreSQL with zero remaining SQLite driver dependencies.
-
----
-
-## Phase 3 — Service Layer & `asyncio` Engine Refactor
-
-**Goal:** Implement batch orchestration and parallel single-image API execution.
-
-### Tasks
-
-1. Refactor upload service to process folder/multi-image input:
-* Group files into a single `Document`.
-* Create ordered `Source` rows (`page_number = 1..N`).
-
-
-2. Refactor `services/workflows.py` with `asyncio` worker pools:
-* Use `asyncio.Semaphore` to enforce API provider rate limits.
-* Issue parallel single-image requests to Vision APIs (OpenAI/Claude).
-* Parse API responses directly into Pydantic models (`PageAIMetadata`).
-
-
-3. Update execution tracking:
-* Create a `JobSource` row per page call to record `raw_transcription`, `ai_metadata`, and `raw_api_response`.
-* Update active `source.raw_transcription` upon task completion.
-* Calculate aggregate batch status (`completed`, `partial_success`, `failed`) on the parent `Job`.
-
-
-4. Refactor `services/person.py` and `services/documents.py` to handle multi-person roles via `document_person`.
-
-### Deliverables
-
-* Asynchronous batch execution engine in `services/workflows.py`.
-* Service routines for multi-person tagging and page-level retries.
-
-### Exit Criteria
-
-* Executing a folder upload of 10+ images processes concurrently, populates page-level `JobSource` entries, and handles partial worker errors without crashing the batch.
-
----
-
-## Phase 4 — UI & API Contract Alignment
-
-**Goal:** Update API endpoints and frontend/UI views to render multi-page documents and person roles.
-
-### Tasks
-
-1. Update document and job API endpoints to accept batch file arrays and multi-person ID payloads.
-2. Update UI document views:
-* Render multi-page document transcriptions sequentially by `page_number`.
-* Display author and recipient chips/cards linked from `document_person`.
-
-
-3. Update job detail UI to show page-level execution statuses (`transcribed` vs. `failed`) and provide a "Retry Failed Pages" action for `partial_success` jobs.
-4. Align inline page editing controls to update `source.revised_text` and `source.date_revised`.
-
-### Deliverables
-
-* Refactored API routes and UI components supporting multi-page rendering and person management.
-
-### Exit Criteria
-
-* UI successfully displays multi-page document text, allows per-page human revisions, and shows author/recipient metadata.
-
----
-
-## Phase 5 — Test Suite Realignment & Concurrency Testing
-
-**Goal:** Ensure end-to-end system stability under concurrent async execution and load.
-
-### Tasks
-
-1. Write unit tests for Pydantic models, custom validators, and JSONB conversions.
-2. Write integration tests for async database operations:
-* CRUD for `Document`, `Person`, `DocumentPerson`, `Source`, `Job`, and `JobSource`.
-
-
-3. Write mock-backed async workflow tests:
-* Verify `asyncio.Semaphore` bounds concurrent tasks properly.
-* Validate state transition logic for `completed`, `partial_success`, and `failed` jobs.
-* Confirm retry routines process only targeted `JobSource` records marked as `failed`.
-
-
-4. Re-enable CI quality gates (linting, type checking with Pyright/mypy, pytest).
-
-### Deliverables
-
-* Passing asynchronous test suite covering core workflows, edge cases, and failure recoveries.
-
-### Exit Criteria
-
-* CI pipeline is green with comprehensive coverage across database operations, Pydantic models, and worker queues.
-
----
-
-## Phase 6 — Reliability, Operations, and Release Readiness
-
-**Goal:** Prepare V2 for production deployment and operator management.
-
-### Tasks
-
-1. Verify structured logging includes `job_id`, `document_id`, `source_id`, and `person_id`.
-2. Tune PostgreSQL connection pool limits and `asyncio` concurrency thresholds for production infrastructure.
-3. Update operational documentation:
-* Review and update `docs/schema_v2.md` as needed.
-* Create `docs/runbook_v2.md` detailing PostgreSQL maintenance, JSONB index management, and worker queue monitoring.
-* Create `docs/release_checklist_v2.md` for launch sign-off.
-
-
-
-### Deliverables
-
-* Updated project documentation and operational runbooks.
-* V2 release sign-off checklist.
-
-### Exit Criteria
-
-* All documentation reflects V2 architecture; launch checklist is fully verified.
-
----
-
-## Requirement Traceability Focus
-
-Maintain evidence against these V2 requirement groups:
-
-* **Batch & Multi-Image Pipeline:** Folder ingestion, page ordering, async worker execution.
-* **Database & Persistence:** PostgreSQL, native UUIDs, JSONB execution storage, `asyncpg` pooling.
-* **Validation & Schemas:** Pydantic V2 models for DB rows, API requests, and AI vision responses.
-* **Attribution & Metadata:** Multi-author and multi-recipient tagging, biographical entity management.
-* **Error Recovery:** Partial success states, page-level status flags, isolated retry execution.
-
----
-
-## Scope Discipline Rule (V2 Focus)
-
-* Only tasks required for V2 scope (PostgreSQL, Pydantic V2, folder/async processing, multi-person roles) enter this plan.
-* V3 candidate features (such as side-by-side multi-provider model output comparison) remain strictly in the future backlog.
-* Any schema adjustments during implementation require immediate updates to `DDL_v2.sql`, Pydantic models, and `schema_v2.md`.
-
----
-
-## Technology References
-
-- [FastAPI documentation](https://fastapi.tiangolo.com/)
-- [NiceGUI documentation](https://nicegui.io/documentation)
-- [PostgreSQL documentation](https://www.postgresql.org/docs/)
-- [Python asyncio](https://docs.python.org/3/library/asyncio.html#module-asyncio)
-- [Pydantic Validation](https://pydantic.dev/docs/validation/latest/get-started/)
-- [Pydantic AI](https://pydantic.dev/docs/ai/overview/)
-
-## Related Local References
-
-- [System Overview](index_v2.md)
-- [System Design Intent](intent.md)
-- [Transcription Methodology](transcription_methodology.md)
-- [System Architecture](architecture_v2.md)
-- [System Requirements](requirements_v2.md)
-- [Data model](schema_v2.md)
-- [Error Handling Policy](error_handling_v2.md)
-- Implementation Plan (this document)
- 
-
-

docs/index_v2.md

@@ -1,47 +0,0 @@
-# Document Transcription System Overview (Version 2)
-
-This project is a personal-scale application for transcribing, indexing, and preserving historical family documents, letters, postcards, and journals.
-
-## Start Here
-
-Read [architecture_v2.md](architecture_v2.md) first for technical overview and system design.
-
-## Core V2 Capabilities
-
-* **Folder & Multi-Image Ingestion:** Upload whole folders or image batches that map sequentially (`page_number`) under a single `Document`.
-* **Parallel Async AI Vision Engine:** Concurrently process single-page image transcriptions using Python `asyncio` bounded by rate limiters.
-* **Robust PostgreSQL Storage:** Relational storage for entities with native `UUID`, `TIMESTAMPTZ`, and `JSONB` for deep AI spatial metadata and raw envelopes.
-* **Pydantic V2 Validation:** End-to-end type safety, DB row mapping, and JSONB payload validation.
-* **Historical Person Management:** Track authors and recipients across documents with rich biographical entities (`Person`).
-* **Page-Level Execution Auditing & Revisions:** Store immutable point-in-time machine output per run while enabling inline human corrections (`revised_text`).
-* **Partial Failure Recovery:** Bounded batch execution that isolates single-page API errors (`partial_success`) for simple retries.
-
-## Technical Stack
-
-* **Application Web Framework:** FastAPI + NiceGUI
-* **Persistence Engine:** PostgreSQL 13+
-* **Data Validation & Schemas:** Pydantic V2
-* **Concurrency & Workers:** Python `asyncio` worker pool with `asyncio.Semaphore`
-* **Vision Providers:** OpenAI (GPT-4o) and Anthropic (Claude 3.5 Sonnet) via native SDKs
-
----
-
-## Technology References
-
-- [FastAPI documentation](https://fastapi.tiangolo.com/)
-- [NiceGUI documentation](https://nicegui.io/documentation)
-- [PostgreSQL documentation](https://www.postgresql.org/docs/)
-- [Python asyncio](https://docs.python.org/3/library/asyncio.html#module-asyncio)
-- [Pydantic Validation](https://pydantic.dev/docs/validation/latest/get-started/)
-- [Pydantic AI](https://pydantic.dev/docs/ai/overview/)
- 
-## Documentation Index
-
-- System Overview (this document)
-- [System Design Intent](intent.md)
-- [Transcription Methodology](transcription_methodology.md)
-- [System Architecture](architecture_v2.md)
-- [System Requirements](requirements_v2.md)
-- [Data model](schema_v2.md)
-- [Error Handling Policy](error_handling_v2.md)
-- [Implementation Plan](implementation_plan_v2.md)

docs/invariant/ai_evidence_and_provenance.md

@@ -0,0 +1,141 @@
+# Digital Evidence and AI Processing Provenance (Invariant)
+
+## 1. Purpose
+
+This document defines non-negotiable evidence and provenance rules for the transcription application.
+
+The application exists to preserve historical source material and produce useful transcriptions without losing the ability to inspect, reinterpret, or reprocess the evidence later. Provider integrations, model names, schemas, and user interfaces may change; the principles below must remain true.
+
+## 2. Evidence Model
+
+The application distinguishes five kinds of information:
+
+1. **Source evidence**: the original uploaded media and the facts needed to identify and verify it.
+2. **Execution specification**: the frozen instructions, parameters, source identity, and software context for one processing attempt.
+3. **Transport evidence**: the response received at the application/provider boundary, including safe protocol metadata.
+4. **Normalized data**: selected fields extracted for search, display, accounting, and workflow behavior.
+5. **Derived artifacts**: outputs produced from source evidence, such as transcription text, OCR geometry, confidence data, layout analysis, or entity extraction.
+
+Normalized data and derived artifacts never replace source or transport evidence.
+
+## 3. Core Invariants
+
+### 3.1 Original Source Preservation
+
+1. The original uploaded bytes are the primary evidence and must be preserved without transformation.
+2. Each source must have a cryptographic content digest, byte size, and stable identity.
+3. Processing may use transformed derivatives, but those derivatives must not overwrite the original.
+4. A derivative used for processing must record its relationship to the original, its transformation, and its own digest.
+5. Moving or renaming a stored file must not change its evidence identity.
+
+### 3.2 Append-Only Processing History
+
+1. Every processing attempt must have a distinct execution record, whether it succeeds, partially succeeds, times out, or fails.
+2. A later attempt must not overwrite the evidence from an earlier attempt.
+3. A convenient “latest transcription” value may be maintained as a cache or projection, but it is not the authoritative execution history.
+4. Human revisions must remain distinguishable from all machine-generated outputs.
+5. Reprocessing a source must create new evidence rather than rewriting historical evidence.
+
+### 3.3 Frozen Execution Specification
+
+Each execution must preserve enough information to understand what the application asked the processor to do:
+
+1. Requested provider, model, and provider-routing constraints.
+2. Full effective system and user instructions.
+3. Prompt asset name and content digest when a prompt asset is used.
+4. Every explicitly supplied generation or processing parameter.
+5. Whether an optional parameter was explicitly set or omitted.
+6. Source and derivative digests, media type, dimensions or page geometry when known, and page identity.
+7. A secret-safe representation of the request structure.
+8. Application, provider-adapter, and client-library versions sufficient to interpret the execution.
+
+The execution specification must not contain credentials, authorization headers, secret query values, or unnecessary duplicate source binaries.
+
+### 3.4 Evidence-Layer Terminology
+
+The following terms are not interchangeable:
+
+- **Transport response**: the status, safe headers, and exact response body received by the application at its HTTP boundary.
+- **Router-normalized response**: a response transformed by an intermediary into its common schema.
+- **SDK-parsed response**: an object created when a client library validates or filters a response.
+- **Normalized metadata**: application-selected fields derived from a response.
+- **Native provider response**: the upstream provider's own response before any intermediary transformation.
+
+The application and its documentation must identify which layer is stored. A response must not be described as “raw,” “complete,” or “native” without naming the boundary at which that claim is true.
+
+### 3.5 Transport Evidence
+
+1. Preserve the exact successful response body received at the application's transport boundary before SDK model parsing can discard unknown fields.
+2. Preserve the response status and an allowlisted set of non-secret headers needed for correlation, content interpretation, rate-limit diagnosis, or audit.
+3. Preserve provider/router request and generation identifiers when available.
+4. Preserve safe response evidence for unsuccessful calls when a response was received.
+5. Record explicitly when no response was received, such as a local timeout or connection failure.
+6. Retain parsed and normalized forms only as additional representations of the preserved response.
+
+Wire-level packet capture, TLS session data, credentials, and unrestricted headers are neither required nor permitted.
+
+These requirements apply to executions performed after transport capture is implemented. For earlier executions, the absence of transport evidence must be represented explicitly. An SDK snapshot or normalized record must never be relabeled or backfilled as transport evidence.
+
+### 3.6 Derived Artifact Provenance
+
+1. Every derived artifact must identify its source evidence and producing execution.
+2. Each artifact must declare its semantic type, media/serialization format, schema name and version, producer, producer version, and creation time.
+3. Artifact content must be stored directly or referenced by a stable path or object identifier and protected by a cryptographic digest.
+4. Coordinates must declare their coordinate system, units, origin, page/image dimensions, and transformation history.
+5. Confidence values must identify the producer and scope to which they apply; values from different producers must not be treated as directly comparable without validation.
+6. Provider-specific payloads may be retained, but durable application behavior must not depend on undocumented provider fields.
+
+This model must accommodate future OCR text, word or line polygons, layout regions, confidence data, alternate transcriptions, and structured extraction without adding a dedicated column for every possible feature.
+
+### 3.7 Integrity and Auditability
+
+1. Stored evidence must be exportable with enough identifiers and metadata to verify relationships and digests outside the application.
+2. Evidence mutation, deletion, and retention behavior must be explicit and testable.
+3. Schema upgrades must preserve existing evidence and its original meaning.
+4. Backfills must be identified as backfills; they must not imply that previously uncaptured evidence existed.
+5. Integrity verification must distinguish a missing file, digest mismatch, unavailable external artifact, and malformed metadata.
+
+### 3.8 Security and Privacy
+
+1. API keys, authorization headers, cookies, and credentials must never be persisted as provenance.
+2. Persist only headers and metadata fields that appear on an explicit allowlist of known-safe fields. Discard all other fields before storage; never persist an unrestricted capture and attempt to redact it afterward.
+3. Request manifests should reference source content by identity instead of duplicating base64 source data.
+4. Diagnostic displays and exports must avoid exposing secrets or machine-local details that are not necessary for evidence interpretation.
+
+## 4. Reproducibility Limits
+
+Provenance supports explanation, comparison, and best-effort reproduction; it does not guarantee identical output.
+
+Identical requests may produce different results because of model updates, provider routing, nondeterministic computation, undocumented defaults, safety systems, or retired endpoints. The application must preserve whether a parameter was omitted rather than pretending to know the provider default used at that time.
+
+Likewise, preserving a general vision-model response does not create OCR coordinates that were never returned. Future coordinate extraction remains possible because the original source evidence is preserved and can be processed again by a suitable system.
+
+## 5. Model Evaluation Policy
+
+Model selection must be based on a representative sample of the actual archive rather than vendor claims alone.
+
+Evaluation should:
+
+1. Use manually reviewed reference transcriptions following the project's [Transcription Methodology](transcription_methodology.md).
+2. Represent printed, typed, handwritten, degraded, tabular, multilingual, and spatially complex material present in the archive.
+3. Measure character and word error rates where appropriate.
+4. Separately record silent corrections, invented text, omitted text, uncertainty handling, layout fidelity, cost, and latency.
+5. Preserve the exact model, endpoint or route, parameters, prompt, source digest, and scoring method for every comparison.
+6. Treat model rankings as corpus- and version-specific, not permanent declarations of a universal “best” model.
+
+Benchmark material containing family records remains private application data unless explicitly approved for publication.
+
+## 6. Ownership and Change Policy
+
+1. Versioned architecture, schema, scope, and implementation documents define how a release satisfies this invariant.
+2. Provider adapters own the capture of provider-boundary evidence.
+3. Services own validation, persistence, retention, and export behavior.
+4. UI pages may inspect evidence through service contracts but do not define evidence semantics.
+5. If implementation conflicts with this invariant, either correct the implementation or explicitly revise this document before accepting the behavior.
+6. Revisions to this document require deliberate review because they change the long-term preservation contract.
+
+## 7. Related Invariants
+
+- [Historical Document Transcription Design Intent](intent.md)
+- [Transcription Methodology & Style Guide](transcription_methodology.md)
+- [UI Style Guide](ui_style_guide.md)

docs/invariant/error_handling.md

@@ -0,0 +1,101 @@
+# Error Handling (Invariant)
+
+## 1. Purpose
+
+This document defines the non-negotiable failure-handling principles for the transcription application.
+
+Error categories, API envelopes, status codes, framework integrations, and persistence fields may change between versions. Failures must nevertheless remain visible, safe, diagnosable, and consistent across every application boundary.
+
+## 2. Core Invariants
+
+### 2.1 Failures Are Visible
+
+1. An operation must not report success when all or part of the requested work failed.
+2. Invalid input, unavailable dependencies, persistence failures, provider failures, and unexpected defects must be surfaced through the application's established error path.
+3. Code must not silently discard an exception, provider response, invalid value, or failed state transition.
+4. When work can partially succeed, the successful and failed portions must be identified separately.
+
+### 2.2 Messages Are Actionable
+
+1. Operator-facing errors must explain what failed in concise language.
+2. When a safe corrective action is known, the error must state it.
+3. Expected validation or conflict failures must not be presented as unexplained internal defects.
+4. Internal diagnostics must not replace a usable operator-facing message.
+
+### 2.3 Errors Have Stable Identity and Classification
+
+1. Every surfaced failure must have a stable correlation identifier or equivalent trace identity.
+2. Failures must be classified into a documented, machine-readable category.
+3. Boundary-specific representations must preserve the original category and correlation identity.
+4. Unknown exceptions must be converted at an explicit boundary, retain their causal chain for diagnostics, and be classified as unexpected rather than disguised as an expected failure.
+
+### 2.4 Boundary Translation Is Consistent
+
+1. UI, API, service, worker, persistence, and provider boundaries must use one shared error model or deterministic translations between documented models.
+2. A boundary may simplify presentation, but it must not change the meaning, retryability, or identity of a failure.
+3. Domain and service code must not depend on UI notifications or HTTP response types.
+4. UI and API layers must not infer error categories by parsing message text.
+
+### 2.5 State Changes Are Safe
+
+1. A failed atomic operation must leave persisted state unchanged.
+2. Batch operations may preserve successful independent items only when partial success is an explicit part of the workflow contract.
+3. A failed item must retain enough state to identify what was attempted and whether retry is safe.
+4. Error handling must not overwrite earlier successful results or historical execution evidence.
+
+### 2.6 Retry Is Explicit and Bounded
+
+1. Validation, authorization, policy, conflict, and other deterministic failures must not be retried automatically without a relevant input or state change.
+2. Automatic retry is permitted only for failures classified as transient and only when the operation is idempotent or otherwise protected from duplicate effects.
+3. Retry count, delay, and terminal behavior must be bounded and observable.
+4. Exhausted retries must end in a visible terminal failure rather than an indefinitely pending state.
+
+### 2.7 Diagnostics Are Preserved Safely
+
+1. Logs and persisted diagnostic evidence must retain enough context to correlate the failure with the affected operation and record.
+2. Provider and infrastructure failures must preserve safe diagnostic evidence at the boundary where it is available.
+3. Credentials, authorization headers, cookies, secret values, and unnecessary personal data must not appear in errors, logs, notifications, or exports.
+4. Diagnostic metadata capture must use explicit safe-field allowlists where unrestricted content could contain secrets.
+5. User-facing messages must not expose stack traces, local filesystem details, database credentials, or raw internal exceptions.
+
+AI execution failures also follow the evidence rules in [Digital Evidence and AI Processing Provenance](ai_evidence_and_provenance.md).
+
+### 2.8 Cancellation and Timeout Are Distinct Outcomes
+
+1. User cancellation, application shutdown, local timeout, remote timeout, and provider rejection must remain distinguishable.
+2. Cancellation must not be converted into success or a generic unexpected error.
+3. Timeout handling must identify whether a provider response was received when that fact is known.
+4. Cleanup after cancellation or timeout must preserve consistency and must not conceal a completed side effect.
+
+### 2.9 Logging Must Support Audit Without Becoming the Record
+
+1. Structured logs must include correlation identity, operation, category, and relevant non-secret record identifiers.
+2. Expected operator errors may be logged less severely than unexpected defects, but they must remain observable.
+3. Logs are operational diagnostics and do not replace required database state or archival evidence.
+4. Duplicate logging of the same failure at every layer should be avoided; ownership of the authoritative log event must be clear.
+
+## 3. Verification Policy
+
+Each version must verify:
+
+1. Every documented error category reaches the intended UI and API representation.
+2. Failed atomic writes roll back completely.
+3. Partial-success workflows preserve successful independent results and identify failed items.
+4. Retry behavior is bounded and restricted to eligible failures.
+5. Unexpected exceptions retain correlation and causal information without exposing sensitive details.
+6. Logs, persisted evidence, UI messages, and exports contain no credentials.
+7. Cancellation, timeout, provider response failure, and no-response failure remain distinguishable.
+
+## 4. Versioned Ownership
+
+1. Version-specific error taxonomies, envelopes, HTTP mappings, model fields, and framework behavior belong in the applicable version documentation.
+2. Each versioned error-handling document must state how it satisfies this invariant.
+3. A version may add stricter safeguards but must not weaken these principles without first revising this invariant deliberately.
+4. Implementation and tests must be updated together when a versioned error contract changes.
+
+## 5. Related Invariants
+
+- [Historical Document Transcription Design Intent](intent.md)
+- [Digital Evidence and AI Processing Provenance](ai_evidence_and_provenance.md)
+- [UI Style Guide](ui_style_guide.md)
+

docs/invariant/intent.md

@@ -0,0 +1,25 @@
+# Historical Document Transcription Design Intent
+I have several thousand pages of family history told through letters, postcards, books, and other documents that I want to transcribe to text. 
+
+---
+
+## Goals
+1. Preserve our family history
+2. Unburden my family (and descendants) from having to store and care for the physical media. Once the documents have been transcribed and organized, they can be donated (or kept by a family member that wants to retain and preserve them).
+3. Make the document text easily available and easily searchable.
+4. Ability create timelines for individuals and/or families through document dates or the data contained in them. Perhaps even use AI to generate biographies or family histories.
+
+---
+
+## Source material
+1. **letters, cards, diaries** - handwritten; mostly stored in boxes and tubs with little organization
+2. **books** - typed or typeset; mostly self-published books 50-100 pages in length. This may be expanded to include selected pages from other publications.
+3. **photos** - notes written on the backs of photos and the pages of photo albums
+4. **other ephemera** - newspaper clippings, event programs, invitations, military records, immigration records, etc
+
+---
+
+## Methodology
+
+1. Follow current best practices per **A Guide to Documentary Editing** by Mary-Jo Kline. (See [Transcription Methodology](transcription_methodology.md))
+

docs/invariant/transcription_methodology.md

@@ -45,6 +45,24 @@ The following rules map directly to editorial conventions for handling common ma
 | **Non-Textual Artifacts** | Record non-textual elements (seals, stamps, sketches, physical damage) using brief descriptive text inside square brackets. | [description] | [wax notary seal attached here] or [sketch of a fort layout] |
 | **Marginalia & Addenda** | Explicitly indicate spatial transitions before transcribing content located in margins or non-standard orientations. | [location:] | [written in left margin:] Do not share this with anyone. |
 
+### 3.4 Document-Body Medium
+
+Every transcript must identify the predominant document-body medium exactly once at the beginning:
+
+| Medium | Use | Standard Markup |
+| --- | --- | --- |
+| **Handwritten** | The main body was written by hand. | `[document body handwritten]` |
+| **Typewritten** | The main body was produced with a typewriter. Uneven impressions, monospaced characters, and mechanical defects remain typewritten rather than handwritten. | `[document body typewritten]` |
+| **Typeset** | The main body was composed for printing or produced as printed text rather than with a typewriter. | `[document body typeset]` |
+| **Mixed** | No single medium predominates, or handwritten and printed/typewritten content are structurally interleaved. | `[document body mixed]` |
+
+- Use exactly one document-body marker.
+- Do not wrap each line in `[handwritten: ...]` after declaring the body handwritten.
+- In typewritten or typeset documents, use localized handwriting markers only for genuinely handwritten annotations, insertions, or signatures.
+- In mixed documents, identify handwritten portions locally while preserving their reading context.
+- Preserve tables of contents, tables, forms, columns, captions, marginalia, page numbers, dotted leaders, and associated references in their logical reading order.
+- Produce plain text characters rather than HTML entities for ordinary transcription content.
+
 ## 4. Prompt Asset Integration
 
 When executing programmatic transcriptions via LLM APIs or local models, processing instructions must be packaged into single-purpose system prompts aligned with these rules.

docs/invariant/ui_style_guide.md

@@ -0,0 +1,110 @@
+# UI Style Guide (Invariant)
+
+## 1. Purpose
+This guide defines non-negotiable UI styling rules for the transcription application.
+
+The design system is token-first and class-driven:
+1. Theme tokens are defined in [src/transcription/ui/static/theme.css](src/transcription/ui/static/theme.css).
+2. Python UI code composes semantic classes instead of inline color values.
+3. Pages and components should share a single visual language across Documents, Jobs, People, and Sources flows.
+
+## 2. Source of Truth
+Use these files as the style authority:
+1. [src/transcription/ui/static/theme.css](src/transcription/ui/static/theme.css) for color tokens, semantic utility classes, table styles, and viewer surfaces.
+2. [src/transcription/ui/theme.py](src/transcription/ui/theme.py) for runtime NiceGUI theme bridge and shared UI helpers.
+
+If this document conflicts with implementation, update this document to match the code immediately after intentional style changes.
+
+## 3. Core Design Invariants
+1. Flat, high-density surfaces over decorative depth.
+2. Strong content hierarchy with subdued backgrounds and border-based separation.
+3. Viewer area remains the highest contrast region in image/transcription workflows.
+4. Primary actions are consistent and visually recognizable.
+5. Accessible focus rings are always visible for keyboard users.
+
+## 4. Token System
+
+### 4.1 Palette Tokens
+Base palette variables live under :root in [src/transcription/ui/static/theme.css](src/transcription/ui/static/theme.css):
+1. --palette-carbon-black: #1c2321
+2. --palette-cool-steel: #7d98a1
+3. --palette-blue-slate: #5e6572
+4. --palette-powder-blue: #a9b4c2
+5. --palette-platinum: #eef1ef
+
+### 4.2 Semantic Theme Tokens
+Do not style components directly with palette tokens when a semantic token exists.
+
+Semantic tokens currently include:
+1. --theme-text and --theme-text-muted
+2. --theme-page, --theme-surface, --theme-surface-raised, --theme-surface-muted
+3. --theme-border
+4. --theme-primary and --theme-primary-hover
+5. --theme-secondary and --theme-focus
+6. --theme-inverse-text
+7. --theme-viewer, --theme-viewer-border, --theme-viewer-muted
+
+## 5. Approved Semantic Classes
+
+### 5.1 Text and Background
+1. ui-text-primary
+2. ui-text-muted
+3. ui-text-inverse
+4. ui-bg-page
+5. ui-bg-surface
+6. ui-bg-surface-raised
+7. ui-bg-surface-muted
+8. ui-bg-viewer
+9. ui-bg-viewer-overlay
+10. ui-bg-viewer-overlay-soft
+
+### 5.2 Borders and Surfaces
+1. ui-border-subtle
+2. ui-border-viewer
+3. ui-header-divider
+4. ui-card-surface
+5. ui-row-surface
+6. ui-note-box
+7. ui-card-error
+
+### 5.3 Interactive Elements
+1. ui-btn-primary
+2. ui-btn-secondary
+3. ui-link-primary
+4. ui-text-accent
+5. ui-chip-primary
+6. ui-badge-secondary
+7. ui-status and ui-status--<status>
+
+### 5.4 Table Patterns
+1. ui-table
+2. ui-table-header
+3. ui-table-body
+
+Use existing class combinations from [src/transcription/ui/components](src/transcription/ui/components) and [src/transcription/ui/pages](src/transcription/ui/pages) as reference implementations.
+
+## 6. Legacy Class Policy
+Legacy `vibe-` presentation classes are prohibited. Use `ui-` semantic classes from `theme.css`.
+
+## 7. Prohibited Patterns
+1. Inline hex colors in Python UI class strings or style blocks, except in isolated bridge code explicitly marked for migration.
+2. Ad-hoc one-off class names that duplicate existing semantic class intent.
+3. Page-specific palette forks that bypass theme tokens.
+4. Hidden or low-contrast focus states on interactive controls.
+5. Embedded `<style>` blocks or NiceGUI `.style(...)` calls in Python UI code.
+6. Additional page- or component-specific stylesheets; `theme.css` is the single CSS source.
+
+## 8. Implementation Rules For Contributors
+1. Prefer composing existing semantic classes before creating new ones.
+2. If a new class is required, add it to [src/transcription/ui/static/theme.css](src/transcription/ui/static/theme.css) with a semantic name, then reuse it.
+3. Keep behavior ownership in Python and appearance ownership in CSS.
+4. Update UI tests that assert exact text or labels when intentional copy changes are made.
+5. Avoid introducing class churn unrelated to the feature being changed.
+
+## 9. Verification Checklist
+Before merging UI changes, verify:
+1. No new inline hex colors were introduced in UI pages/components.
+2. New styles are token-backed and added to [src/transcription/ui/static/theme.css](src/transcription/ui/static/theme.css).
+3. Primary buttons, links, cards, and tables still render with consistent semantics.
+4. Keyboard focus ring visibility is preserved.
+5. Relevant UI and integration tests pass.

docs/requirements_v2.md

@@ -1,42 +0,0 @@
-# Document Transcription System Requirements (Version 2)
-
-This document captures the **Version 2 baseline requirements** for the production implementation.
-
-## Requirements Model
-
-| ID | Category | Requirement | Verify Method |
-| --- | --- | --- | --- |
-| REQ-0 | System | Provide end-to-end multi-page document transcription with persistent, inspectable async job states. | demonstration |
-| REQ-1 | Functional | Allow users to upload folders or multi-image batches as sequential `Source` pages under a `Document`. | test |
-| REQ-2 | Functional | Process multi-page jobs asynchronously using an `asyncio` worker pool bounded by rate limits. | test |
-| REQ-3 | Functional | Persist page-level execution outputs (`raw_transcription`, `ai_metadata`, `raw_api_response`) on `JobSource`. | test |
-| REQ-4 | Functional | Support job states (`queued`, `processing`, `completed`, `partial_success`, `failed`) and page states (`pending`, `transcribed`, `failed`). | inspection |
-| REQ-5 | Functional | Allow users to manage historical `Person` records and link multiple authors/recipients to a `Document` via `DocumentPerson`. | test |
-| REQ-6 | Functional | Maintain immutable original machine output on `Source.raw_transcription` while permitting inline human edits on `Source.revised_text`. | test |
-| REQ-7 | Data Constraint | Store all persistent domain data in PostgreSQL using native `UUID`, `TIMESTAMPTZ`, and `JSONB` columns. | inspection |
-| REQ-8 | Data Constraint | Validate all API requests, database rows, and JSONB structures using Pydantic V2 schemas. | test |
-| REQ-9 | Interface | Render multi-page transcriptions sequentially by `page_number` in the web UI with author/recipient metadata. | demonstration |
-| REQ-10 | Operations | Allow operators to retry only failed pages for jobs in a `partial_success` state. | test |
-
-## Element Satisfaction Mapping
-
-* **UI (NiceGUI):** Satisfies REQ-1, REQ-5, REQ-6, REQ-9, REQ-10.
-* **API (FastAPI):** Satisfies REQ-1, REQ-4, REQ-5, REQ-8.
-* **WORKER (asyncio):** Satisfies REQ-2, REQ-3, REQ-4, REQ-10.
-* **PERSISTENCE (PostgreSQL):** Satisfies REQ-3, REQ-6, REQ-7.
-* **MODELS (Pydantic V2):** Satisfies REQ-8.
-
----
-
-## Related Local References
-
-- [System Overview](index_v2.md)
-- [System Design Intent](intent.md)
-- [Transcription Methodology](transcription_methodology.md)
-- [System Architecture](architecture_v2.md)
-- System Requirements (this document)
-- [Data model](schema_v2.md)
-- [Error Handling Policy](error_handling_v2.md)
-- [Implementation Plan](implementation_plan_v2.md)
-
-

docs/schema_v2.md

@@ -1,136 +0,0 @@
-# Database Schema (Version 2)
-
-This document describes the PostgreSQL relational schema for the transcription platform. It incorporates multi-image batch orchestration via `asyncio`, page-level execution tracking, many-to-many author/recipient attribution, and JSONB document storage for AI vision outputs.
-
-All primary and foreign keys are PostgreSQL native UUIDs (`gen_random_uuid()`).
-
-## Entity Relationship Diagram
-
-```mermaid
-erDiagram
-    PERSON {
-        UUID id PK
-        TEXT full_name
-        TEXT display_name
-        TEXT maiden_name
-        DATE birth_date
-        TEXT birth_date_raw
-        TEXT birth_place
-        DATE death_date
-        TEXT death_date_raw
-        TEXT death_place
-        TEXT biography
-        TEXT portrait_path
-        JSONB metadata
-        TIMESTAMPTZ created_at
-        TIMESTAMPTZ updated_at
-    }
-
-    DOCUMENT {
-        UUID id PK
-        TEXT name
-        TEXT document_type
-        DATE document_date
-        TEXT document_date_raw
-        TEXT location_created
-        TEXT notes
-        TEXT archive_identifier
-        TIMESTAMPTZ created_at
-        TIMESTAMPTZ updated_at
-    }
-
-    DOCUMENT_PERSON {
-        UUID id PK
-        UUID document_id FK
-        UUID person_id FK
-        VARCHAR role "author | recipient"
-        TIMESTAMPTZ created_at
-    }
-
-    JOB {
-        UUID id PK
-        UUID document_id FK
-        VARCHAR status "queued | processing | completed | partial_success | failed"
-        INTEGER retry_count
-        TEXT provider
-        TEXT model
-        TEXT prompt_name
-        TIMESTAMPTZ date_created
-        TIMESTAMPTZ date_updated
-    }
-
-    SOURCE {
-        UUID id PK
-        UUID document_id FK
-        INTEGER page_number
-        TEXT upload_name
-        TEXT filename
-        TEXT file_path
-        TEXT raw_transcription
-        TEXT revised_text
-        TIMESTAMPTZ date_uploaded
-        TIMESTAMPTZ date_revised
-    }
-
-    JOB_SOURCE {
-        UUID id PK
-        UUID job_id FK
-        UUID source_id FK
-        VARCHAR status "pending | transcribed | failed"
-        TEXT raw_transcription
-        JSONB ai_metadata
-        JSONB raw_api_response
-        TEXT error_detail
-        TIMESTAMPTZ executed_at
-    }
-
-    DOCUMENT ||--o{ DOCUMENT_PERSON : "has_people"
-    PERSON ||--o{ DOCUMENT_PERSON : "participates_in"
-    DOCUMENT ||--o{ JOB : "has_jobs"
-    DOCUMENT ||--o{ SOURCE : "contains_pages"
-    JOB ||--o{ JOB_SOURCE : "executes"
-    SOURCE ||--o{ JOB_SOURCE : "processed_in"
-```
-
-## Domain Invariants & Rules
-
-### Page-Level Execution & AI Outputs
-
-* Execution Granularity: Every single image execution by an AI model produces a dedicated record in job_source.
-* Point-in-Time Auditability: job_source.raw_api_response stores the unparsed REST response envelope for that specific image page call. job_source.ai_metadata stores spatial bounding boxes, token usage, and layout details for that specific image page call.
-* Active Output Caching: Upon successful completion of an image call, source.raw_transcription is updated with the latest output string from job_source.raw_transcription for fast UI rendering.
-
-### Page Ordering & Revisions
-
-* Sequential Integrity: source.page_number dictates page ordering within a document. Reads assembling full documents must query ORDER BY source.document_id, source.page_number ASC.
-* Inlined Human Corrections: User edits occur at the page level inside source.revised_text. source.raw_transcription remains immutable. If source.revised_text is non-null, application frontends must render source.revised_text.
-
-### Async Job Lifecycle & Failure Isolation
-
-* Batch Orchestrator: A job represents an overarching execution run across one or more source images belonging to a document.
-* Isolated Failures: API requests run concurrently (e.g., using asyncio). A failure on page 3 does not invalidate successful transcriptions on page 1 or 2.
-* Job States:
-    - queued: Created, awaiting worker execution.
-    - processing: Concurrent HTTP tasks actively running.
-    - completed: 100% of linked job_source tasks succeeded (transcribed).
-    - partial_success: At least one job_source succeeded and at least one failed.
-    - failed: All linked job_source tasks failed or a job-level runtime error occurred.
-
-### Attribution & Person Roles
-
-* Multi-Person Roles: Documents support zero, one, or many authors and recipients linked via document_person.
-* Role Uniqueness: (document_id, person_id, role) must be unique to prevent duplicate role tagging.
-
----
-
-## Related Local References
-
-- [System Overview](index_v2.md)
-- [System Design Intent](intent.md)
-- [Transcription Methodology](transcription_methodology.md)
-- [System Architecture](architecture_v2.md)
-- [System Requirements](requirements_v2.md)
-- Data model (this document)
-- [Error Handling Policy](error_handling_v2.md)
-- [Implementation Plan](implementation_plan_v2.md)
-

docs/test_block-beta.md

@@ -1,92 +0,0 @@
-```mermaid
-block-beta
-  columns 3
-
-  %% UI Component Column
-  block:UI["UI COMPONENTS / WIREFRAME"]:1
-    columns 1
-    
-    block:HeaderUI["Header & Nav"]:1
-      columns 1
-      h_title["[Text] Document Name & Type"]
-      h_date["[Text] Date & Origin Location"]
-    end
-
-    block:EditorUI["Page Transcription Editor"]:1
-      columns 1
-      ed_img["[Image Viewer] Source Image"]
-      ed_page["[Badge] Page Number"]
-      ed_raw["[Read-Only] AI Raw Output"]
-      ed_rev["[Textarea] Human Revised Text"]
-    end
-
-    block:PeopleUI["Attribution Sidebar"]:1
-      columns 1
-      p_author["[List] Authors (Full Name)"]
-      p_recip["[List] Recipients (Full Name)"]
-      p_bio["[Card] Person Biography & Dates"]
-    end
-
-    block:JobUI["AI Processing Drawer"]:1
-      columns 1
-      j_status["[Badge] Job Status"]
-      j_model["[Text] Provider & Model"]
-      j_tokens["[JSON View] AI Token Usage"]
-    end
-  end
-
-  %% Directional Mapping / Connectors
-  block:FLOW["MAPPING / FLOW"]:1
-    columns 1
-    f1["Reads / Updates -->"]
-    f2["Renders Active Page -->"]
-    f3["Joins via Role -->"]
-    f4["Executes & Logs -->"]
-  end
-
-  %% Postgres Schema Column
-  block:DB["POSTGRES SQL SCHEMA"]:1
-    columns 1
-
-    block:DocTbl["Table: document"]:1
-      columns 1
-      d_id["id : UUID (PK)"]
-      d_name["name : TEXT"]
-      d_type["document_type : TEXT"]
-      d_date["document_date : DATE"]
-    end
-
-    block:SrcTbl["Table: source"]:1
-      columns 1
-      s_id["id : UUID (PK)"]
-      s_page["page_number : INT"]
-      s_path["file_path : TEXT"]
-      s_raw["raw_transcription : TEXT"]
-      s_rev["revised_text : TEXT"]
-    end
-
-    block:PersonTbl["Table: person & document_person"]:1
-      columns 1
-      p_id["id : UUID (PK)"]
-      p_name["full_name : TEXT"]
-      p_role["role : 'author' | 'recipient'"]
-    end
-
-    block:JobTbl["Table: job & job_source"]:1
-      columns 1
-      j_id["id : UUID (PK)"]
-      j_stat["status : VARCHAR"]
-      j_prov["provider / model : TEXT"]
-      j_meta["ai_metadata : JSONB"]
-    end
-  end
-
-  %% Connections
-  HeaderUI --> DocTbl
-  ed_img --> s_path
-  ed_page --> s_page
-  ed_raw --> s_raw
-  ed_rev --> s_rev
-  PeopleUI --> PersonTbl
-  JobUI --> JobTbl
-```

docs/test_flowchart.md

@@ -1,53 +0,0 @@
-```mermaid
-flowchart LR
-    subgraph UI["UI Components / Wireframe"]
-        direction TB
-        subgraph HeaderUI["Header & Nav"]
-            h_title["[Text] Document Name & Type"]
-            h_date["[Text] Date & Origin Location"]
-        end
-        subgraph EditorUI["Page Transcription Editor"]
-            ed_img["[Image Viewer] Source Image"]
-            ed_page["[Badge] Page Number"]
-            ed_raw["[Read-Only] AI Raw Output"]
-            ed_rev["[Textarea] Human Revised Text"]
-        end
-        subgraph PeopleUI["Attribution Sidebar"]
-            p_author["[List] Authors / Recipients"]
-        end
-        subgraph JobUI["AI Processing Drawer"]
-            j_status["[Badge] Job Status"]
-        end
-    end
-
-    subgraph DB["Postgres SQL Schema"]
-        direction TB
-        subgraph DocTbl["Table: document"]
-            d_name["name : TEXT"]
-            d_type["document_type : TEXT"]
-        end
-        subgraph SrcTbl["Table: source"]
-            s_path["file_path : TEXT"]
-            s_page["page_number : INT"]
-            s_raw["raw_transcription : TEXT"]
-            s_rev["revised_text : TEXT"]
-        end
-        subgraph PersonTbl["Table: person & document_person"]
-            p_name["full_name : TEXT"]
-            p_role["role : author | recipient"]
-        end
-        subgraph JobTbl["Table: job & job_source"]
-            j_stat["status : VARCHAR"]
-            j_meta["ai_metadata : JSONB"]
-        end
-    end
-
-    %% Mappings
-    HeaderUI --> DocTbl
-    ed_img --> s_path
-    ed_page --> s_page
-    ed_raw --> s_raw
-    ed_rev --> s_rev
-    PeopleUI --> PersonTbl
-    JobUI --> JobTbl
-```

docs/ui/README.md

@@ -0,0 +1,60 @@
+# UI Behavioral Contracts
+
+## Purpose
+
+This directory defines the current user-facing behavior of the NiceGUI application. It records what each page is for, which routes and actions it exposes, what information it presents, and how success, empty, validation, and failure states behave.
+
+These documents are written for maintainers and AI contributors. They are behavioral contracts, not historical implementation notes and not substitutes for the database schema.
+
+## Current Page Contracts
+
+- [Home](pages/home.md)
+- [Documents](pages/documents.md)
+- [People](pages/people.md)
+- [Jobs](pages/jobs.md)
+- [Sources](pages/sources.md)
+
+NiceGUI registers the routes shown in each contract without the `/ui` prefix. The application mounts NiceGUI under `/ui`, so `/documents` in page code is served to a browser as `/ui/documents`.
+
+## Authority Hierarchy
+
+When documents disagree, use this order:
+
+1. User-facing page intent and accepted behavior: the page contracts in this directory.
+2. Visual and interaction styling: [UI Style Guide](../invariant/ui_style_guide.md).
+3. UI dependency and ownership boundaries: [UI contributor instructions](../../.github/instructions/ui.instructions.md).
+4. Durable failure behavior: [Error Handling invariant](../invariant/error_handling.md).
+5. Durable AI evidence behavior: [Digital Evidence and AI Processing Provenance](../invariant/ai_evidence_and_provenance.md).
+6. Data definitions and relationships: current models plus the [V4 schema](../ver4/schema_v4.md).
+7. Planned behavior changes: the applicable V4.x scope and implementation documents.
+8. Implementation truth: current code and tests.
+
+If code intentionally changes accepted page behavior, update the corresponding page contract in the same change. If code accidentally differs, correct the implementation rather than rewriting intent to match a defect.
+
+## Contract Contents
+
+Each page contract contains:
+
+1. Purpose and user goals.
+2. Registered routes and navigation context.
+3. List, detail, and form behavior.
+4. Editable and system-managed information.
+5. Validation, empty, loading, and failure states.
+6. A concise acceptance checklist.
+7. Current implementation and test anchors.
+8. Known limitations and deferred work.
+
+## Maintenance Rules
+
+- Describe current accepted behavior in present tense.
+- Do not mix an obsolete “first release” design with current behavior.
+- Keep future changes in versioned scope documents and link to them from a Deferred Work section.
+- Do not reproduce the complete database field inventory here; include only fields that affect page behavior.
+- Keep service, file, and test anchors current.
+- Do not create separate current-state, target-state, and traceability copies of the same contract.
+- Keep cross-page visual rules in the UI Style Guide instead of repeating them on each page.
+- Keep database joins such as `DocumentPerson` and `JobSource` in schema/architecture documentation unless they directly affect a page interaction.
+
+## Current Baseline
+
+These contracts describe the completed V4 through V4.5 behavior.

docs/ui/pages/documents.md

@@ -0,0 +1,130 @@
+# Documents Page Contract
+
+## Purpose
+
+Documents manages the archival record for each historical artifact independently of its source files and transcription jobs. A Document can be created first, linked to people in one or more roles, and used later as the parent for Sources and Jobs.
+
+## Routes
+
+| Route | Purpose |
+| --- | --- |
+| `/documents` | Searchable archival Document list. |
+| `/documents/new` | Create a Document. |
+| `/documents/{document_id}` | View one Document and its related records. |
+| `/documents/{document_id}/edit` | Edit metadata and the complete Linked People set. |
+| `/documents/{document_id}/delete` | Confirm or block deletion. |
+| `/documents/{document_id}/jobs` | Show Jobs belonging to the Document. |
+| `/documents/{document_id}/sources` | Redirect to the Document-filtered Sources list. |
+| `/documents/{document_id}/print` | Preview and browser-print the persisted Document. |
+
+## List Behavior
+
+- 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.
+- Document Title is left-aligned; the remaining columns are centered.
+- Author lists all linked people in the `author` role.
+- Date display prefers exact date, then approximate date, then `Unknown`.
+- Selecting a row opens Document Detail.
+- No records displays `No documents found in repository.`
+
+## Create and Edit Behavior
+
+Required:
+
+- Document name.
+- Document type selected from the Document Type registry.
+
+Optional:
+
+- Exact date.
+- Approximate date.
+- Document location.
+- Archive identifier.
+- Notes.
+- 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.
+- **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.
+- `return_to=jobs_new` returns a successful create to Job creation with the new Document selected.
+- Edit includes active and inactive Document Types so historical values remain maintainable.
+- One Linked People table contains Select, Person, and Role columns.
+- Add and Edit use an inline Person/Role editor; Save, Cancel, and Delete change staged UI state only.
+- A Person may appear once per Document regardless of role.
+- Existing inactive-role links remain visible; only active roles may be newly assigned.
+- Document fields and the complete staged link set commit atomically on the main save.
+- Save success returns to Document Detail.
+
+## Detail Behavior
+
+- 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.
+- 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.
+- **Edit Document**, **Print**, and **Delete** are available from the header.
+- Invalid IDs and missing Documents produce explicit states without rendering a partial page.
+
+## Print Behavior
+
+- Print opens a dedicated preview for persisted Document data.
+- **Facsimile** places each Source image beside its current transcription and starts every Source on a new printed sheet.
+- **Text only** omits images, joins single line breaks inside paragraphs, and preserves blank-line paragraph boundaries.
+- Non-null revised text takes precedence over raw transcription, including an intentionally empty revision.
+- Archival metadata resolves Author through the hidden built-in semantic identity, not its mutable label.
+- Archival metadata includes the Document Type label.
+- Metadata tables use a narrow non-wrapping label column and wider wrapping data columns rather than stretching across the page.
+- Job metadata uses one oldest-to-newest column per Job and ends with Status.
+- Stored text is escaped and Source media uses record-validated application URLs rather than local file paths.
+- Printing uses the browser print dialog; server-generated PDFs are not provided.
+
+## Document Jobs Behavior
+
+- The page lists the Document's Jobs newest first with status and Job ID.
+- **Open Job** navigates to Job Detail.
+- **Create Job** opens Job creation with the Document selected.
+- No jobs displays an explicit empty state.
+
+## Delete Behavior
+
+- Deletion is blocked while any Source or Job belongs to the Document.
+- The blocked state names the dependency categories and provides navigation back and to Jobs.
+- An unlinked Document requires an explicit permanent-delete action.
+- Success returns to the Documents list.
+
+## Acceptance Checklist
+
+- List columns, alignment, search, sorting, date fallback, and row navigation match this contract.
+- Create/edit enforce name, registered type, and valid exact-date input.
+- Linked People staging enforces one role and one row per Person.
+- Document and Linked People writes never partially commit.
+- Person-first Document creation preselects the requested Person as author.
+- Detail links people, Sources, and Jobs to the correct records.
+- Delete never removes a Document with Source or Job dependencies.
+- Both print formats preserve the frozen content, ordering, text-precedence, and safety contracts.
+- Service failures use the shared error presenter and never report false success.
+
+## Implementation Anchors
+
+- `src/transcription/ui/pages/documents_page.py`
+- `src/transcription/ui/components/table/documents.py`
+- `src/transcription/services/documents.py`
+- `src/transcription/services/people.py`
+- `src/transcription/services/workflows.py`
+- `src/transcription/ui/components/linked_people.py`
+- `src/transcription/ui/pages/print_preview_page.py`
+- `src/transcription/api/v4_print.py`
+- `tests/ui/test_documents_page.py`
+- `tests/services/test_document_service.py`
+
+## Known Limitations and Deferred Work
+
+- Source page ordering remains read-only in V4.4.
+- Printing other entities, batch printing, and server-side export formats are deferred.

docs/ui/pages/home.md

@@ -0,0 +1,63 @@
+# Home Page Contract
+
+## Purpose
+
+Home provides a user-maintained landing page for the local archive. It combines one current image with Markdown text and lets the operator edit both without changing application source or prompt assets.
+
+## Routes
+
+| Route | Browser path | Purpose |
+| --- | --- | --- |
+| `/homepage` | `/ui/homepage` | View current homepage image and Markdown. |
+| `/homepage/edit` | `/ui/homepage/edit` | Upload an image and edit Markdown. |
+
+The application root and `/ui` redirect to `/ui/homepage`.
+
+## View Behavior
+
+- The visible page heading is **Home**; the browser tab title is **VibeScribe Home**.
+- The latest homepage image appears in the shared dark-room viewer.
+- Saved Markdown is rendered in the **Home Text** card.
+- Missing text displays `No homepage text saved yet.`
+- Missing image displays the viewer's empty state.
+- **Edit Home Page** opens the edit route.
+
+## Edit Behavior
+
+- The image upload accepts JPEG, PNG, GIF, WebP, BMP, and TIFF files.
+- A successful upload immediately stores the file, updates the preview to that image, and displays a positive notification.
+- The Markdown textarea is initialized from the currently stored homepage text.
+- **Save** writes the textarea content, displays `Homepage saved`, and returns to Home.
+- **Cancel** returns to Home without saving textarea changes. An image already uploaded during the edit session remains stored.
+
+## Storage Contract
+
+- Homepage content is mutable application data under `data/homepage`.
+- Markdown is stored in `homepage.md`.
+- Uploaded images keep a sanitized basename.
+- The view selects the supported image with the most recent modification time.
+- Homepage files are not transcription prompts and are not database records.
+
+## Acceptance Checklist
+
+- `/`, `/ui`, and the application brand reach Home.
+- Home renders with or without stored Markdown and image content.
+- Edit loads existing Markdown.
+- A supported image upload updates the preview and becomes the latest homepage image.
+- Save persists Markdown and returns to Home.
+- Cancel does not save changed Markdown.
+
+## Implementation Anchors
+
+- `src/transcription/ui/pages/home_page.py`
+- `src/transcription/ui/homepage_store.py`
+- `src/transcription/ui/components/app_shell.py`
+- `tests/ui/test_upload_page.py`
+- `tests/ui/test_navigation_and_mounts.py`
+- `tests/ui/test_pages_registration.py`
+
+## Known Limitations
+
+- Homepage storage is fixed under the repository/application `data` directory rather than a configured application-data root.
+- Uploading an image is immediate and is not rolled back by Cancel.
+- The editor does not currently delete or select among previously uploaded images.

docs/ui/pages/jobs.md

@@ -0,0 +1,96 @@
+# Jobs Page Contract
+
+## Purpose
+
+Jobs manages transcription processing runs. A Job belongs to one Document, links one or more Source pages, records processing provenance, and exposes lifecycle actions without making lifecycle fields directly editable.
+
+## Routes
+
+| Route | Purpose |
+| --- | --- |
+| `/jobs` | Searchable processing Job list. |
+| `/jobs/new` | Create and queue a Job. |
+| `/jobs/{job_id}` | View status, execution logistics, and related records. |
+| `/jobs/{job_id}/cancel` | Confirm cancellation. |
+| `/jobs/{job_id}/resubmit` | Confirm resubmission of failed Sources. |
+| `/jobs/{job_id}/delete` | Confirm or block deletion. |
+
+## List Behavior
+
+- The title is **Transcription Pipeline Jobs**.
+- **Create job** opens Job creation and **Refresh** reloads the table.
+- Columns are Job ID, Status, Source Filename, Retries, Created, and Updated.
+- Search covers Job ID, filename, and status.
+- Status is displayed as a semantic status chip.
+- Selecting a row opens Job Detail.
+- No records displays `No job records found in repository.`
+
+## Create Behavior
+
+- 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.
+- 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.
+- Helper text explains numeric filename prefixes for page ordering.
+- Submission creates the Job, Source records, and JobSource links, notifies the worker, and opens Job Detail.
+- When opened with `source_id`, creation becomes a retranscription flow: Source and Document are locked, Provider is
+  read-only, Model is restricted to `PROVIDER_MODELS`, no upload is accepted, and one existing Source is linked.
+
+## Detail and Lifecycle Behavior
+
+- The heading shows Job ID and a status badge.
+- Execution Logistics shows provider, model, prompt, retry count, and last update.
+- Document Links open the parent Document and Job-filtered Sources.
+- Queued and processing Jobs show an auto-refresh notice and reload every four seconds.
+- Polling stops when the Job becomes terminal or a refresh fails.
+- Queued and processing Jobs expose **Cancel**.
+- Jobs other than `transcribed` expose **Resubmit** under the current UI rule. The service blocks resubmission while processing is active or when no failed Sources exist.
+- All Jobs expose **Delete Job**, subject to explicit evidence-deletion guardrails.
+- Invalid and missing IDs produce explicit states.
+
+## Cancel Behavior
+
+- The confirmation explains that processing stops and remaining non-transcribed Sources become failed.
+- The service decides whether the current state permits cancellation.
+- Success updates the Job, notifies the worker, and returns to Job Detail.
+
+## Resubmit Behavior
+
+- The page shows current status and failed Source count.
+- The page explains that resubmission queues failed linked Sources while preserving immutable prior attempt evidence.
+- The service blocks submission while processing is active or when no failed Sources exist.
+- `JobSource` remains the latest compatibility projection, while every provider call appends an `ExecutionAttempt`.
+- The selected `Source.raw_transcription` projection remains available while a retry is pending or fails.
+- Success reports the number of resubmitted Sources and returns to Job Detail.
+
+## Delete Behavior
+
+- Deletion is blocked while status is `processing`.
+- Allowed deletion explicitly warns that related `JobSource` projections,
+  immutable execution attempts, captured transport responses, and attempt-owned
+  artifacts are permanently removed.
+- Source records and source files remain available for separate deletion.
+- Success returns to the Jobs list.
+
+## Acceptance Checklist
+
+- Job creation cannot proceed without a valid Document and at least one Source.
+- Upload ordering and removal controls match the displayed queue.
+- Detail shows current status and provenance summary with correct related links.
+- Active Jobs refresh without overlapping permanent polling after terminal state.
+- Cancel, resubmit, and delete honor service guardrails and show actionable failures.
+- Lifecycle fields cannot be edited directly.
+
+## Implementation Anchors
+
+- `src/transcription/ui/pages/jobs_page.py`
+- `src/transcription/ui/components/table/jobs.py`
+- `src/transcription/services/jobs.py`
+- `src/transcription/services/store.py`
+- `src/transcription/services/workflows.py`
+- `tests/ui/test_jobs_page.py`
+- `tests/services/test_job_service.py`
+- `tests/services/test_store.py`

docs/ui/pages/people.md

@@ -0,0 +1,90 @@
+# People Page Contract
+
+## Purpose
+
+People manages reusable historical-person records. A Person may appear in many Documents under different relationship roles and may optionally carry a portrait and FamilySearch identifier.
+
+## Routes
+
+| Route | Purpose |
+| --- | --- |
+| `/people` | Searchable People list. |
+| `/people/new` | Create a Person. |
+| `/people/{person_id}` | View one Person and linked Documents. |
+| `/people/{person_id}/edit` | Edit the Person. |
+| `/people/{person_id}/delete` | Confirm permanent deletion. |
+
+## List Behavior
+
+- 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.
+- 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.`
+
+## Create and Edit Behavior
+
+Required:
+
+- Full name.
+
+Optional:
+
+- Display name and maiden name.
+- Exact and approximate birth/death dates.
+- Birth/death places.
+- Biography.
+- Portrait path or uploaded portrait.
+- FamilySearch ID.
+
+Rules:
+
+- Missing Full name blocks save with a warning.
+- Exact date inputs are native browser date inputs.
+- FamilySearch IDs are normalized and validated by `PeopleService`.
+- Portrait uploads are stored under the configured upload root in a Person-specific directory and update Portrait path.
+- Metadata JSON remains hidden.
+- Save success returns to Person Detail.
+
+## Detail Behavior
+
+- The header provides **New Document**, **Edit Person**, and **Delete**.
+- **New Document** opens Document creation with this Person requested for author preselection.
+- The portrait viewer resolves supported relative upload paths and absolute HTTP/data URLs.
+- Biographical Record shows names, compact birth/death dates, places, and an **Open in FamilySearch** link when an ID exists.
+- Biography has an explicit empty value.
+- Linked Documents show Document name, relationship role, and an action to open Document Detail.
+- No links shows both an empty state and guidance to link from a Document workflow.
+- System Logistics shows created and updated timestamps.
+
+## Delete Behavior
+
+- The page warns when linked Document relationships exist.
+- Confirmed deletion removes the Person and its relationship links; it does not delete Documents.
+- Success returns to the People list.
+- Missing or already-deleted records return to a safe list state.
+
+## Acceptance Checklist
+
+- List fields, alignment, date fallback, search, sorting, and navigation match this contract.
+- Full name is enforced on create and edit.
+- FamilySearch ID validation and link generation use the fixed supported identifier format.
+- Portrait upload and rendering remain constrained to supported media paths.
+- New Document carries the Person context.
+- Linked Documents show the correct role and target.
+- Delete wording distinguishes removal of relationship links from deletion of Documents.
+
+## Implementation Anchors
+
+- `src/transcription/ui/pages/people_page.py`
+- `src/transcription/ui/components/table/people.py`
+- `src/transcription/services/people.py`
+- `tests/ui/test_people_page.py`
+- `tests/services/test_v2_crud.py`
+
+## Deferred Work
+
+- Structured name fields, merge/deduplication, advanced metadata editing, and Person-side relationship editing are not current behavior.

docs/ui/pages/sources.md

@@ -0,0 +1,97 @@
+# Sources Page Contract
+
+## Purpose
+
+Sources manages individual archived page/file records. It provides source-media viewing, current processing context, provider evidence inspection, previous/next page navigation, and human revision without allowing machine output to be edited.
+
+## Routes
+
+| Route | Purpose |
+| --- | --- |
+| `/sources` | Global or filtered Source list. |
+| `/sources/{source_id}` | View media, transcription, revision, metadata, and evidence. |
+| `/sources/{source_id}/delete` | Confirm or block deletion. |
+
+The list accepts optional `document_id` and `job_id` query parameters. Document context takes precedence if both parse successfully.
+
+## List Behavior
+
+- The title is **Source Asset Records**, **Sources for Document**, or **Sources for Job** according to context.
+- Global context provides **Create Job**.
+- Filtered context provides **Back to Document** or **Back to Job**.
+- Rows are ordered by page number and then upload name.
+- Columns are Document Name, Page Number, Upload Title, Status, and Error Detail.
+- Document Name, Upload Title, and Error Detail are left-aligned; Status is centered.
+- Stored Filename is intentionally absent from the list.
+- Selecting a row opens Source Detail.
+- No records displays `No source asset records found in repository.`
+
+## Detail Behavior
+
+- The heading shows page number, upload name, and Source ID.
+- **Back to Sources** returns to the global list.
+- **Retranscribe Source** opens Create Processing Job with this Source and its Document locked.
+- **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.
+- 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
+  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.
+
+## Provider Evidence
+
+- Provider Evidence is associated with the latest JobSource execution.
+- New attempts display separate expandable Request Manifest, Transport Response, OpenRouter SDK Response Snapshot,
+  Normalized Metadata, Software Context, and Derived Artifacts sections.
+- Historical `raw_api_response` values are labeled as OpenRouter SDK response snapshots.
+- Missing evidence has an explicit empty state.
+- Historical executions explicitly state that exact transport evidence was not captured.
+- Quality warning artifacts remain attached to their machine attempt and are not recomputed during page rendering.
+- **Export Evidence** downloads a versioned package containing source identity, attempts, artifacts, relationships,
+  schema versions, and integrity digests without source binaries, credentials, or machine-local source paths.
+
+## Revision Behavior
+
+- Machine transcription is never edited directly.
+- A revision must contain non-whitespace text.
+- Save persists revised text and updates the saved timestamp without leaving the page.
+- Reset restores the in-memory revision from page load or the most recent successful save. When no revision exists, it restores the machine transcription; it does not re-read the database.
+- A failed latest execution displays guidance that a human revision can preserve corrected text.
+
+## Delete Behavior
+
+- Deletion is allowed only when the Source has no JobSource links.
+- A linked Source shows cleanup guidance and navigation to Jobs.
+- An unlinked Source requires explicit permanent deletion.
+- Success returns to the Sources list.
+
+## Acceptance Checklist
+
+- Global, Document-filtered, and Job-filtered lists show the correct context and return action.
+- List columns and alignments match this contract and omit Stored Filename.
+- Previous/next navigation never crosses Document boundaries.
+- Detail keeps machine output read-only and human revision separately editable.
+- Retranscription, candidate comparison, warnings, and explicit promotion preserve every prior attempt.
+- Empty, failed, and missing-evidence states remain explicit.
+- JSON evidence is readable without being mislabeled as native transport evidence.
+- Delete cannot remove a Source with processing-history links.
+
+## Implementation Anchors
+
+- `src/transcription/ui/pages/sources_page.py`
+- `src/transcription/ui/components/table/sources.py`
+- `src/transcription/services/sources.py`
+- `tests/ui/test_sources_page.py`
+- `tests/services/test_transcription_service.py`
+- `tests/services/test_v2_crud.py`
+
+## Planned Changes
+
+- Source page reordering is deferred beyond V4.3 and may be reconsidered if a demonstrated workflow need emerges.

docs/ver1/architecture_v1.md

@@ -1,308 +0,0 @@
- # System Architecture (Version 1)
-
-This document describes the production architecture of the personal historical-document transcription system. The system is intentionally optimized for single-user operation, low operational overhead, and clean internal boundaries that support future growth without rewrites.
-
-## Architecture Objectives
-
-The production architecture is designed to:
-
-- preserve verbatim family-history source material as searchable text
-- keep operational complexity low for a personal deployment
-- support asynchronous transcription without requiring distributed infrastructure
-- maintain clear module boundaries so extensions can be added incrementally
-
-## Production Scope And Scale
-
-The deployed system targets personal use and a corpus of several thousand documents processed over time. The architecture favors simple, composable building blocks over distributed orchestration.
-
-Current scope includes:
-
-- content source upload and metadata capture
-- asynchronous transcription jobs
-- prompt-library driven transcription behavior, with one Markdown file per prompt
-- original transcription review and optional revision review
-- full-text search over accepted transcripts
-- export of transcript data
-
-## Deployment Topology
-
-The production deployment uses [Docker Compose](https://docs.docker.com/compose/) and treats containerized databases as extremely lightweight operational dependencies.
-
-Running [PostgreSQL](https://www.postgresql.org/docs/) in its own container is considered simple by default for this system.
-
-Running [MongoDB](https://www.mongodb.com/docs/) in its own container is also considered simple when document-centric storage is enabled.
-
-Container count is not a hard architectural limit; a three-container deployment (app, PostgreSQL, MongoDB) is an acceptable baseline.
-
-### Baseline Topology (Two Containers)
-
-- one application container
-- one PostgreSQL container
-- embedded background worker execution inside the app process
-
-### Expanded Topology (Three Containers)
-
-- application container
-- PostgreSQL container
-- MongoDB container
-
-No additional queue, scheduler, or search-engine containers are required in the baseline production setup.
-
-## Runtime Architecture
-
-```mermaid
-flowchart LR
-    User[Browser User] --> App[FastAPI + NiceGUI Service]
-    App --> Worker[In-process Background Worker]
-    App --> PG[(PostgreSQL)]
-    App --> MG[(MongoDB Document Store)]
-    Worker --> AI[Transcription Provider]
-    Worker --> PG
-    Worker --> MG
-```
-
-## Runtime Ownership And Startup Policy
-
-The current implementation now uses explicit lifespan-owned runtime resources.
-
-- application lifespan initializes and disposes database runtime resources
-- worker lifecycle is owned by application lifespan startup/shutdown
-- worker receives lifespan-owned database engine dependency explicitly
-- schema bootstrap policy is environment-aware and explicit:
-  - development/test default to bootstrap enabled
-  - production defaults to bootstrap disabled
-  - explicit override is available via configuration
-
-This aligns implementation toward REQ-7 and REQ-10 while preserving personal-scale operational simplicity.
-
-## Layered Module Structure
-
-### Interface Layer
-
-Responsibility:
-
-- HTTP API and UI routes
-- request/response validation
-- status and result presentation
-
-Out of scope:
-
-- business-rule enforcement
-- data-access implementation
-
-### Application Layer
-
-Responsibility:
-
-- upload and job orchestration
-- state transitions and retry policy
-- coordination across domain and infrastructure ports
-
-Out of scope:
-
-- provider-specific protocol details
-- ORM or storage-specific logic
-
-### Domain Layer
-
-Responsibility:
-
-- verbatim transcription policy
-- revision and provenance invariants
-- confidence and annotation semantics
-
-Out of scope:
-
-- web framework concerns
-- database and network I/O
-
-### Infrastructure Layer
-
-Responsibility:
-
-- persistence adapters (PostgreSQL and MongoDB)
-- transcription-provider adapter
-
-Out of scope:
-
-- business policy decisions
-
-## Processing Workflow
-
-Production transcription flow:
-
-1. A user uploads one or more content sources through the UI or API.
-2. The application validates payloads and creates document, source, and job records.
-3. The in-process worker de-queues the job and calls the transcription provider.
-4. The application persists original transcription output on the job, plus confidence metadata and provenance events.
-5. Job status transitions from queued to processing to transcribed or failed.
-6. The UI and API expose status, optional revision to original transcription, and searchable transcription text.
-
-## Data Model Ownership
-
-System-of-record entities:
-
-- documents and content sources
-- transcription jobs, original transcription, and status events
-- transcript revisions
-- provenance metadata
-
-### Original Transcription And Revision Ownership
-
-- each processing job stores the original immutable provider output (`text`)
-- provider metadata (`provider`, `model`, `prompt_name`) and failure detail (`error_detail`) are job-owned processing artifacts
-- revisions are optional user-authored edits linked to a content source
-- a revision can be created from original `job.text`
-- many jobs will have zero revisions; revisions are additive and never overwrite original provider output
-- a document groups one or more content sources (images, PDFs, and future source types)
-
-Storage strategy:
-
-- PostgreSQL for relational system-of-record entities
-- MongoDB for document-oriented payloads and large transcription artifacts
-- versioned prompt artifacts stored as individual Markdown files for human editing and refinement
-- in-memory execution state treated as ephemeral
-
-## Transcription Prompt Asset Policy
-
-The production system treats transcription prompts as maintainable content assets.
-
-- each transcription prompt is stored in its own Markdown file
-- prompt files are designed for direct human editing and iterative refinement
-- prompt updates are independent and do not require bundling unrelated prompt changes
-- prompt file identity and revision history are tracked through normal repository version control
-
-## Simplicity Guardrails
-
-The production system enforces these constraints to prevent accidental over-engineering:
-
-- PostgreSQL in a container is treated as a lightweight default dependency
-- MongoDB in a container is treated as a lightweight optional dependency
-- three containers (app, PostgreSQL, MongoDB) is an acceptable simple deployment
-- no dedicated queue or search cluster is introduced without measured need
-- external infrastructure is added only behind existing ports/adapters
-
-## Extension Path
-
-The architecture supports additive growth without changing domain contracts.
-
-### Stage 1: Foundation (Current)
-
-- upload, transcription, review, search, export
-- in-process worker execution
-- single provider adapter
-- app plus PostgreSQL deployment
-
-### Stage 2: Throughput Hardening
-
-- optional MongoDB document-store enablement
-- optional external worker/queue process
-- stronger retry and dead-letter handling
-
-### Stage 3: Intelligence Features
-
-- entity extraction and cross-document linking
-- timeline and narrative assembly
-- optional multi-provider routing
-
-Each stage preserves existing module boundaries and keeps migration risk low.
-
-## Test Strategy
-
-The test strategy is aligned to personal-scale operation with fast, deterministic feedback.
-
-### Unit Tests
-
-- domain transcription rules and annotation behavior
-- revision-history invariants
-- job state-transition logic
-
-### Integration Tests
-
-- repository behavior and transaction boundaries
-- persistence-adapter and provider adapter contract mapping
-- upload-to-persistence roundtrip
-
-### End-to-End Tests
-
-- happy path: upload, transcribe, review, search, export
-- failure path: provider error, retry, surfaced failed status
-
-### CI Execution Model
-
-- fast suite on each push
-- optional slower provider-sandbox checks on scheduled runs
-
-## Risks And Controls
-
-### Runtime Responsiveness
-
-Risk:
-
-- long jobs can reduce responsiveness in a single-process deployment
-
-Control:
-
-- bounded concurrency and visible job status in the UI
-
-### Database Concurrency Limits
-
-Risk:
-
-- contention can appear under sustained concurrent writes in personal-scale infrastructure
-
-Control:
-
-- tuned connection pooling and phased use of MongoDB for document-heavy workloads
-
-### Provider Output Variance
-
-Risk:
-
-- transcription quality varies by content source type, handwriting legibility, and source quality
-
-Control:
-
-- first-class human review and immutable revision history
-
----
-
-## Technology References
-
-- [FastAPI documentation](https://fastapi.tiangolo.com/)
-- [NiceGUI documentation](https://nicegui.io/documentation)
-- [Docker Compose documentation](https://docs.docker.com/compose/)
-- [PostgreSQL documentation](https://www.postgresql.org/docs/)
-- [MongoDB documentation](https://www.mongodb.com/docs/)
-
-## Related Local References
-
-- [System Overview](index_v1.md)
-- [System Design Intent](intent.md)
-- [Transcription Methodology](transcription_methodology.md)
-- System Architecture (this document)
-- [System Requirements](requirements_v1.md)
-- [Data model](schema_v1.md)
-- [Error Handling Policy](error_handling_v1.md)
-- [Implementation Plan](implementation_plan_v1.md)
-
-## Glossary
-
-- Adapter: A component that translates between internal interfaces and external systems such as databases or AI services.
-- Background job: Work executed outside the request/response path so the UI remains responsive.
-- Boundary: A strict separation between modules with different responsibilities.
-- CI (Continuous Integration): Automated test execution for code changes.
-- Contract test: A test that verifies an adapter follows expected input/output behavior at a boundary.
-- Domain layer: The module that contains core business rules and invariants.
-- End-to-end test: A test that validates a full user flow across the running system.
-- Full-text search: Text indexing and querying optimized for natural-language search.
-- In-process worker: A background executor that runs within the same application process.
-- Integration test: A test that verifies interactions between real modules and infrastructure components.
-- MongoDB: A document-oriented database used for flexible, high-variance data structures.
-- Modular monolith: A single deployable application with strongly separated internal modules.
-- Port/Interface: A stable contract used by application/domain code to call infrastructure implementations.
-- Prompt artifact: A single Markdown file that defines one transcription prompt and can be revised independently.
-- Provenance: Metadata that records where generated data came from and how it was produced.
-- Revision history: Optional versioned record of user-authored transcription edits over time.
-- System of record: The authoritative persistent store for canonical data.
-- Vertical slice: A minimal end-to-end feature path spanning UI/API, application logic, and persistence.

docs/ver1/error_handling_v1.md

@@ -1,288 +0,0 @@
-# Error Handling Policy
-
-This document defines the canonical error-handling policy for the document transcription system. It is the single source of truth for how errors are classified, surfaced to users, logged for diagnosis, and handled across UI, API, service, worker, and provider boundaries.
-
-## Error Handling Objectives
-
-The production error-handling model is designed to:
-
-- make failures visible to the user in clear, actionable language
-- preserve enough diagnostic detail for fast troubleshooting
-- keep module behavior consistent across all boundaries
-- distinguish expected domain failures from unexpected defects
-- support safe retries for transient failures without hiding persistent faults
-
-## Scope And Authority
-
-This page governs error-handling behavior for:
-
-- UI interactions (NiceGUI pages)
-- API endpoints (FastAPI routes)
-- application services and orchestration logic
-- in-process background worker execution
-- external provider adapters and persistence adapters
-
-If implementation behavior conflicts with this document, this document is authoritative and implementation should be updated.
-
-## Core Principles
-
-- **Clarity first:** user-facing messages should explain what failed in plain language.
-- **Actionability required:** each surfaced error should include a suggested next step.
-- **Safety by default:** internal details are logged; sensitive details are not exposed by default in UI/API.
-- **Consistency across boundaries:** category and structure should remain stable from source to surface.
-- **Fail explicitly:** silent failure is prohibited.
-- **Traceability:** every non-trivial error should be traceable with an error reference ID.
-
-## Error Taxonomy
-
-The system uses stable, implementation-independent categories:
-
-| Category | Definition | Typical Source | Retriable |
-| --- | --- | --- | --- |
-| `validation_error` | Payload or parameter shape/content is invalid | UI/API input validation, service guards | no |
-| `user_input_error` | User-provided artifact is unacceptable though structurally valid | unsupported file type, empty file, oversized upload | sometimes |
-| `not_found_error` | Requested resource does not exist | missing job/document/source/revision | no |
-| `conflict_error` | Requested operation violates current state constraints | invalid state transition | no |
-| `external_provider_error` | External AI/provider call fails | upstream HTTP/API/provider failures | sometimes |
-| `infrastructure_transient_error` | Temporary environment issue | network timeout, DB connection reset | yes |
-| `infrastructure_persistent_error` | Non-transient environment issue | missing permissions, misconfiguration | no |
-| `internal_unexpected_error` | Unhandled defect or unknown failure | uncaught exceptions, logic errors | unknown (default no) |
-
-### Classification Rules
-
-- Classification occurs as close as possible to the origin boundary.
-- Provider-specific exceptions must be normalized into taxonomy categories before crossing service boundaries.
-- Unknown exceptions are classified as `internal_unexpected_error` and logged with traceback.
-- Category names are stable contracts and must not be changed casually.
-
-## User-Facing Error Experience Contract
-
-When an error is shown in the GUI, it must include:
-
-1. **Title** (short context, e.g., “Upload failed”)
-2. **Message** (plain-language explanation)
-3. **Suggested action** (explicit next step)
-4. **Error reference ID** (for support/debug traceability)
-5. **Technical details** (optional/collapsible for advanced users)
-
-### UI Message Rules
-
-- Do not expose raw stack traces by default.
-- Do not expose secrets, credentials, connection strings, or filesystem internals unless explicitly in debug tooling.
-- Prefer domain language over implementation language.
-- Use persistent visibility for important failures (dialog/card), not only transient toasts.
-
-### Suggested Action Requirements
-
-Every user-visible error must include a suggested course of action, such as:
-
-- retry the operation
-- check file type/size constraints
-- refresh the jobs page
-- verify environment configuration
-- contact operator with error ID and timestamp
-
-## API Error Response Contract
-
-API errors should return a structured envelope with stable fields:
-
-- `error_id`: short unique reference ID
-- `category`: taxonomy category
-- `message`: safe human-readable summary
-- `suggestion`: recommended next step
-- `details`: optional, only when safe and appropriate
-- `timestamp`: UTC ISO-8601
-
-HTTP status mapping guidance:
-
-- `validation_error`, `user_input_error` -> `400`
-- `not_found_error` -> `404`
-- `conflict_error` -> `409`
-- `external_provider_error` -> `502` or `503` (depending on failure mode)
-- `infrastructure_transient_error` -> `503`
-- `infrastructure_persistent_error` -> `500`
-- `internal_unexpected_error` -> `500`
-
-## Logging And Observability Contract
-
-All logged errors must include, where available:
-
-- `error_id`
-- `category`
-- `operation` (e.g., `upload.submit`, `worker.process_job`, `jobs.refresh`)
-- `exception_type`
-- `job_id`, `document_id`, `source_id` (when relevant)
-- UTC timestamp
-
-Rules:
-
-- Use structured logging fields where practical.
-- Use full traceback for unexpected errors (`internal_unexpected_error`).
-- Log at boundary handoff points to preserve causal trail.
-- Avoid duplicate noisy logging for the same exception at every layer.
-
-## Recovery And Retry Policy
-
-### Retriable Conditions
-
-Retriable failures include:
-
-- transient network/provider timeouts
-- intermittent provider unavailability
-- temporary DB/network interruptions
-
-### Non-Retriable Conditions
-
-Non-retriable failures include:
-
-- invalid file formats
-- missing required data
-- permission/configuration failures
-- deterministic domain conflicts
-
-### Worker Behavior
-
-- The worker must classify and persist failure details consistently.
-- Retries should be bounded by configured limits.
-- Exhausted retries must end in explicit failed status with recorded reason.
-- No infinite retry loops are allowed.
-
-## Boundary-Specific Responsibilities
-
-### UI Layer
-
-Responsibility:
-
-- display user-safe error summaries and suggested actions
-- show persistent error visibility for critical failures
-- include error reference IDs in visible output
-
-Out of scope:
-
-- low-level exception parsing
-- provider-specific protocol interpretation
-
-### API Layer
-
-Responsibility:
-
-- map application exceptions into stable error envelopes and HTTP statuses
-- preserve category and error_id continuity
-
-Out of scope:
-
-- domain-specific remediation logic
-
-### Service Layer
-
-Responsibility:
-
-- classify domain and infrastructure exceptions
-- convert adapter-specific failures into taxonomy categories
-- return deterministic error types to callers
-
-Out of scope:
-
-- presentation formatting for UI
-
-### Worker Layer
-
-Responsibility:
-
-- execute retry policy for retriable failures
-- persist terminal failure details for jobs
-- emit operational logs with category and identifiers
-
-Out of scope:
-
-- direct UI messaging
-
-### Provider Adapter Layer
-
-Responsibility:
-
-- normalize provider SDK/HTTP failures into domain-neutral exceptions
-- preserve raw provider context for logs (safely)
-
-Out of scope:
-
-- choosing user-facing wording
-
-## Error Lifecycle Workflow
-
-Standard lifecycle:
-
-1. Failure occurs at a boundary or operation.
-2. Exception is classified into taxonomy category.
-3. `error_id` is created (or propagated).
-4. Error is logged with required structured fields.
-5. User/API receives safe message + suggested action.
-6. Persistent job/resource state is updated when applicable.
-7. Tests verify contract behavior for the pathway.
-
-## Test Strategy For Error Handling
-
-### Unit Tests
-
-- category classification behavior
-- retry eligibility decisions
-- exception-to-message mapping safety
-
-### Integration Tests
-
-- UI pathways show clear message + suggested action for known failures
-- API returns structured error envelope with expected status/category
-- worker persists failed status and failure detail as required
-
-### Regression Tests
-
-- each previously observed production issue should have a guarding test
-- contract tests must cover adapter error normalization behavior
-
-## Known Failure Patterns And Prescribed Responses
-
-| Pattern | Category | User Message | Suggested Action |
-| --- | --- | --- | --- |
-| Upload payload cannot be parsed by UI handler | `internal_unexpected_error` (until narrowed) | Upload failed due to unexpected processing error | Retry once; if repeated, report error ID and check runtime version compatibility |
-| Unsupported extension | `user_input_error` | File type is not supported | Upload JPG, PNG, TIFF, or PDF |
-| Empty file upload | `validation_error` | Uploaded file is empty | Choose a valid non-empty file and retry |
-| Provider timeout | `external_provider_error` or `infrastructure_transient_error` | Transcription provider timed out | Retry from jobs page; if repeated, check provider status |
-| Job lookup missing | `not_found_error` | Requested job was not found | Refresh jobs list and open a valid job |
-
-## Governance And Update Process
-
-This document is a living policy artifact.
-
-Update this document when:
-
-- new error categories are introduced
-- handling behavior changes at any boundary
-- a production incident reveals missing guidance
-- API/UI error contracts change
-
-Change requirements:
-
-- update this document and associated tests in the same change set
-- preserve taxonomy stability; if changed, document migration impact
-- record noteworthy policy changes in project release notes or changelog
-
----
-
-## Related Local References
-
-- [System Overview](index_v1.md)
-- [System Design Intent](intent.md)
-- [Transcription Methodology](transcription_methodology.md)
-- [System Architecture](architecture_v1.md)
-- [System Requirements](requirements_v1.md)
-- [Data model](schema_v1.md)
-- Error Handling Policy (this document)
-- [Implementation Plan](implementation_plan_v1.md)
-
-## Glossary
-
-- Error category: Stable classification used to drive handling, messaging, and status mapping.
-- Error envelope: Structured API payload describing a failure.
-- Error reference ID: Short identifier used to correlate user-visible failure with logs.
-- Retriable error: Failure likely to succeed on a later attempt without code changes.
-- Terminal failure: Failure state after retries are exhausted or retry is not allowed.

docs/ver1/implementation_plan_v1.md

@@ -1,203 +0,0 @@
-# Version 1 Implementation Plan
-
-This plan defines the path from current implementation to **Version 1 complete**, aligned to the updated domain model:
-
-- `Document` groups one or more content `Source` records
-- `Job` owns original immutable provider output (`text`) and processing metadata
-- `Revision` stores optional user-authored edits linked to a `Source`
-
-The objective is to complete V1 scope with production readiness while keeping non-V1 enhancements out of active delivery.
-
----
-
-## V1 Completion Definition
-
-V1 is complete when all of the following are true:
-
-1. **Functional complete**
-   - Upload, queue, processing, status display, and transcription result inspection work end-to-end.
-   - Optional revision workflow is implemented (create/view/update single revision).
-2. **Data-model complete**
-   - Runtime behavior, persistence, and tests all align to `Document` / `Source` / `Job` / `Revision`.
-3. **Operational complete**
-   - Error handling, logs, and runbooks support reliable operation.
-4. **Documentation complete**
-   - Architecture, requirements, schema, error handling, and index are consistent and current.
-
----
-
-## Phase 1 — Data Contract Stabilization (Schema-First)
-
-**Goal:** Lock a single canonical contract before further feature work.
-
-### Tasks
-1. Confirm and document invariants:
-   - `Job.text` is original immutable transcription output.
-   - `Revision` is optional and user-authored.
-   - Revisions are derived from the original `Job.text`.
-2. Verify relationship cardinality assumptions:
-   - `Document` -> many `Source`
-   - `Document` -> many `Job`
-   - `Source` -> one `Job`
-   - `Source` -> one `Revision`
-3. Ensure field naming consistency (`date_created`, `date_updated`, `date_uploaded`) across code and docs.
-4. Freeze V1 status lifecycle to current implementation (`queued`, `processing`, `transcribed`, `failed`).
-
-### Deliverables
-- Updated `schema_v1.md` and `requirements.md` traceability alignment.
-- Explicit V1 data invariants section in architecture docs.
-
-### Exit Criteria
-- No conflicting definitions of ownership/cardinality/status remain in docs.
-
----
-
-## Phase 2 — Service Layer Refactor To New Model
-
-**Goal:** Remove all obsolete `Transcript` assumptions from service/workflow code.
-
-### Tasks
-1. Refactor `services/transcription.py`:
-   - Replace transcript CRUD assumptions with job-output + revision operations.
-2. Refactor `services/jobs.py`:
-   - Replace old timestamp/relationship accessors with current model fields.
-3. Refactor `services/documents.py` and `services/store.py`:
-   - Ensure upload creates and links `Document`, `Source`, and `Job` correctly.
-4. Refactor `services/workflows.py`:
-   - Persist original provider output to `Job`.
-   - Persist failure detail to `Job.error_detail`.
-   - Use `Revision` only for user-authored edits.
-
-### Deliverables
-- Service layer fully aligned with new schema.
-
-### Exit Criteria
-- No service module imports or persists `Transcript` model artifacts.
-
----
-
-## Phase 3 — UI Contract Alignment
-
-**Goal:** Align pages/components to source/job/revision semantics.
-
-### Tasks
-1. Update job detail and related UI components:
-   - Display original immutable transcription from `Job.text`.
-   - Display optional revision sourced from `Source.revision` (0 or 1).
-2. Align date fields with new schema naming.
-3. Preserve clear user messaging when no revisions exist.
-
-### Deliverables
-- Updated jobs page and detail components.
-
-### Exit Criteria
-- UI behavior and labels match documentation and domain model.
-
----
-
-## Phase 4 — Database Bootstrap, Migration, and Safety
-
-**Goal:** Make schema transition safe in dev/test and repeatable for deployment.
-
-### Tasks
-1. Update bootstrap compatibility logic in `db/operations.py`:
-   - Remove obsolete transcript-table assumptions.
-   - Add forward-compatible patches for current tables only.
-2. Define migration/backfill approach for existing local data.
-3. Document rollback and recovery steps.
-4. Rehearse migration path against representative data.
-
-### Deliverables
-- Migration/upgrade runbook.
-- Validated bootstrap behavior for dev/test.
-
-### Exit Criteria
-- Migration path is documented and tested with no unresolved data-loss risk.
-
----
-
-## Phase 5 — Test Suite Realignment
-
-**Goal:** Restore full confidence after the schema redesign.
-
-### Tasks
-1. Rewrite model tests for:
-   - `Document`, `Source`, `Job`, `Revision` relationships and invariants.
-2. Rewrite service/integration tests:
-   - Worker success/failure paths using `Job.text` / `Job.error_detail`.
-   - Optional single-revision creation/update behavior.
-3. Update UI tests for new job-detail/revision rendering behavior.
-4. Re-enable strict CI quality gates (lint, type, tests).
-
-### Deliverables
-- Updated test matrix and passing CI.
-
-### Exit Criteria
-- Critical user flows and failure paths are covered and green.
-
----
-
-## Phase 6 — Reliability, Operations, and Release Readiness
-
-**Goal:** Ensure V1 is operable and launch-safe.
-
-### Tasks
-1. Verify error taxonomy behavior across UI/API/service/worker.
-2. Confirm structured logging includes relevant identifiers (`job_id`, `document_id`, `source_id` when applicable).
-3. Validate retry behavior and terminal failure handling.
-4. Finalize release checklist, deployment steps, and rollback procedure.
-5. Execute final acceptance run against requirements traceability.
-
-### Deliverables
-- V1 release checklist and acceptance evidence.
-- `runbook_v1.md` for incident response and operator workflows.
-- `release_checklist_v1.md` for release sign-off.
-
-### Exit Criteria
-- Stakeholder sign-off and launch readiness achieved.
-
----
-
-## Requirement Traceability Focus
-
-The plan must keep clear evidence against these requirement groups:
-
-- **Core flow:** REQ-0 to REQ-6
-- **Runtime and operations constraints:** REQ-7 to REQ-12
-- **Revision workflow:** REQ-13
-
-A lightweight traceability table should be maintained with:
-
-- requirement ID
-- implementation status (`not started` / `in progress` / `done`)
-- validation evidence (test name, screenshot, or runbook step)
-
----
-
-## Suggested Execution Rhythm
-
-- **Weekly:** requirement status and risk review
-- **Per PR:** contract checks (model names, field names, lifecycle values)
-- **Milestone checks:** end of Phases 2, 4, and 6
-
----
-
-## Scope Discipline Rule (V1 Focus)
-
-- Only work required to satisfy V1 requirements enters this plan.
-- Nice-to-have enhancements are captured in a separate backlog document.
-- Schema or contract changes after Phase 1 require explicit approval and traceability impact review.
-
----
-
-## Related Local References
-
-- [System Overview](index_v1.md)
-- [System Design Intent](intent.md)
-- [Transcription Methodology](transcription_methodology.md)
-- [System Architecture](architecture_v1.md)
-- [System Requirements](requirements_v1.md)
-- [Data model](schema_v1.md)
-- [Error Handling Policy](error_handling_v1.md)
-- Implementation Plan (this document)
-

docs/ver1/index_v1.md

@@ -1,58 +0,0 @@
-## Document Transcription System Overview
-
-This project is a production application for transcribing and preserving historical family documents. It is intentionally designed for personal-scale use, with a simplicity-first architecture that is easy to operate and easy to extend.
-
-## Start Here
-
-Read [architecture_v1.md](architecture_v1.md) first.
-
-The architecture page is the primary technical reference and defines:
-
-- deployed topology and infrastructure limits
-- module boundaries and dependency flow
-- processing life cycle and data ownership
-- test strategy, risk controls, and extension path
-
-## What The Application Does
-
-At a high level, users upload images or PDFs as content sources for handwritten, typed, or typeset documents, run asynchronous transcription jobs, review optional revisions, and search across accepted text.
-
-### Core capabilities:
-
-- document grouping with one or more content sources and metadata capture
-- asynchronous transcription with visible job status
-- immutable original transcription persisted with each job (plus provider/model/prompt metadata)
-- transcription prompt management with one Markdown file per prompt for human refinement over time
-- optional revisions for user-authored edits of original immutable transcription text
-- full-text search over accepted transcripts
-- export of transcript data
-
-## Production Operating Model
-
-The system runs with minimal operational overhead:
-
-- PostgreSQL in a dedicated Docker container is considered extremely lightweight and simple for this system
-- MongoDB in a dedicated Docker container is also considered extremely lightweight and simple for document-centric persistence
-- a three-container deployment (app, PostgreSQL, MongoDB) is a simple and acceptable baseline
-- no required queue or search-engine containers in the baseline setup
-
-This operating model keeps deployment and maintenance simple while preserving clean boundaries for future scale.
-
----
-
-## Documentation Map
-
-- System Overview (this document)
-- [System Design Intent](intent.md)
-- [Transcription Methodology](transcription_methodology.md)
-- [System Architecture](architecture_v1.md)
-- [System Requirements](requirements_v1.md)
-- [Data model](schema_v1.md)
-- [Error Handling Policy](error_handling_v1.md)
-- [Implementation Plan](implementation_plan_v1.md)
-
-## Glossary
-
-- Document-oriented persistence: Storing data as flexible records instead of fixed relational rows.
-- Prompt artifact: A single Markdown file that defines one transcription prompt and is edited independently.
-- System of record: The authoritative persistent store for canonical data.

docs/ver1/release_checklist_v1.md

@@ -1,45 +0,0 @@
-# V1 Release Readiness Checklist
-
-Use this checklist before declaring V1 operationally complete.
-
-## A) Functional Readiness
-
-- [ ] Upload flow works for supported file types.
-- [ ] Worker transitions jobs through `queued -> processing -> transcribed|failed`.
-- [ ] Job detail displays immutable original transcription from `Job.text`.
-- [ ] Revision workflow supports create/update/view/delete for optional single revision.
-
-## B) Reliability and Error Handling
-
-- [ ] Error categories surface with actionable messages in UI/API pathways.
-- [ ] Failed jobs persist `error_detail` and terminal state.
-- [ ] Stale processing recovery verified on restart.
-- [ ] Retry/timeout behavior validated against configured limits.
-
-## C) Operational Readiness
-
-- [ ] `runbook_v1.md` reviewed and current.
-- [ ] `migration_v1.md` reviewed and current.
-- [ ] Backup and rollback procedures tested at least once.
-- [ ] Incident escalation packet template is known to operators.
-
-## D) Quality Gates
-
-- [ ] Lint/type checks pass.
-- [ ] `pytest -m "not external" -q` passes.
-- [ ] Targeted external/provider checks executed (if credentials available).
-- [ ] Release evidence recorded in `release_evidence_v1.md`.
-
-## E) Traceability and Documentation
-
-- [ ] `requirements_v1.md` aligns with implemented V1 behavior.
-- [ ] `architecture_v1.md`, `schema_v1.md`, and `error_handling_v1.md` are consistent.
-- [ ] `traceability_v1.md` is updated with current implementation and test evidence.
-- [ ] `implementation_plan_v1.md` phase status updated with evidence references.
-- [ ] REQ traceability evidence links recorded (tests/runbook/checks).
-
-## Release Sign-Off
-
-- [ ] Technical sign-off complete.
-- [ ] Operational sign-off complete.
-- [ ] V1 completion date recorded.

docs/ver1/release_evidence_v1.md

@@ -1,39 +0,0 @@
-# V1 Release Evidence Log
-
-## Step 5 Quality Gates (2026-07-29)
-
-### Lint
-
-- Command: `python -m ruff check .`
-- Result: ✅ pass
-- Notes: initial findings were auto-fixed (`ruff --fix`) plus small manual line-wrap/annotation adjustments.
-
-### Tests (primary gate)
-
-- Command: `python -m pytest -m "not external" -q`
-- Result: ✅ pass (`[100%]`)
-
-### Tests (external smoke)
-
-- Command: `python -m pytest -m external -q`
-- Result: ✅ pass (`[100%]`)
-
-### Type Check
-
-- Command: `python -m ty check src tests`
-- Result: ⚠️ not passing
-- Summary: existing SQLModel/SQLAlchemy typing incompatibilities and test double typing mismatches remain.
-
-Key current blocker families:
-
-1. SQLModel relationship/query attribute typing (`selectinload`, `order_by`, `.any()`)
-2. SQLAlchemy join clause typing in `services/transcription.py`
-3. Test fake client type mismatch for `OpenRouterTranscriptionProvider(client=...)`
-4. `Settings(**defaults)` typed-dict strictness in `tests/test_config.py`
-
-## Current Gate Status
-
-- Lint: pass
-- Non-external tests: pass
-- External smoke tests: pass
-- Type check: **blocked** (requires dedicated typing cleanup pass)

docs/ver1/requirements_v1.md

@@ -1,98 +0,0 @@
-## Document Transcription System Requirements
-
-This page captures a SysML v1.6-style requirements baseline for the production system described in [index_v1.md](index_v1.md). The model is represented as concise tables and traceability lists that preserve SysML-style IDs and relationship semantics.
-
-## Scope
-
-- System of interest: the single Python application service (NiceGUI + FastAPI) with PostgreSQL as the relational system of record and optional MongoDB for document-oriented persistence.
-- Operational context: local-first execution with Docker Compose and an intentionally lightweight production trajectory.
-- Primary concern: end-to-end transcription job lifecycle from upload through completion or failure.
-
-## Requirements Model (Concise Text Form)
-
-### Requirements
-
-| ID | Category | Requirement | Risk | Verify Method |
-| --- | --- | --- | --- | --- |
-| REQ-0 | System | Provide end-to-end document transcription with persistent, inspectable lifecycle state. | medium | demonstration |
-| REQ-1 | Functional | Allow users to upload one or more images or PDFs as sources from the web UI. | low | test |
-| REQ-2 | Functional | Run each upload through asynchronous processing that returns an original transcription or explicit failure. | high | test |
-| REQ-3 | Functional | Persist and expose job states: queued, processing, transcribed, failed. | high | inspection |
-| REQ-4 | Functional | Persist transcription output, processing history, and failure details. | medium | test |
-| REQ-5 | Interface | Expose API and UI views for status inspection and completed transcription reading. | medium | demonstration |
-| REQ-6 | Performance | Trigger background processing on upload to preserve UI responsiveness. | medium | analysis |
-| REQ-7 | Design Constraint | Keep lifespan-owned runtime resources: SQLAlchemy engine, async session factory, worker resources, provider clients. | medium | inspection |
-| REQ-8 | Design Constraint | Initialize configuration and logging once at startup through centralized mechanisms. | low | inspection |
-| REQ-9 | Design Constraint | Use Docker Compose baseline of app plus PostgreSQL; allow optional MongoDB container when enabled. | medium | demonstration |
-| REQ-10 | Design Constraint | Keep schema bootstrap explicit and opt-in; normal startup does not mutate production schema. | high | inspection |
-| REQ-11 | Design Constraint | Use service-backed persistence for core document and job data. | medium | inspection |
-| REQ-12 | Design Constraint | Store transcription prompts as individual Markdown artifacts for iterative refinement. | medium | inspection |
-| REQ-13 | Functional | Allow users to create one optional revision of transcription text derived from the original job transcription. | low | test |
-
-### Requirement Relationships
-
-- Contains: REQ-0 contains REQ-1 through REQ-13.
-- Derives: REQ-2 -> REQ-3, REQ-3 -> REQ-4.
-- Traces: REQ-5 -> REQ-3.
-- Refines: REQ-6 -> REQ-2.
-
-### Architecture Elements
-
-| Element | Type | Doc Reference |
-| --- | --- | --- |
-| UI | NiceGUI pages | src/transcription/ui/pages |
-| API | FastAPI routes | src/transcription/api/routes.py |
-| GRAPH | Async processing workflow | src/transcription/services, src/transcription/ai |
-| DBREL | PostgreSQL + SQLModel relational persistence | src/transcription/db |
-| DBDOC | MongoDB document persistence | src/transcription/db, src/transcription/services |
-| OPS | Docker Compose runtime | docker-compose.yml |
-| PROMPTS | Transcription prompt artifact library (Markdown files) | .github/prompts, docs |
-| TESTS | Pytest verification suite | tests |
-
-### Satisfaction Mapping
-
-- UI satisfies REQ-1, REQ-5, REQ-13.
-- API satisfies REQ-5.
-- GRAPH satisfies REQ-2, REQ-6.
-- DBREL satisfies REQ-3, REQ-10, REQ-13.
-- DBDOC satisfies REQ-4, REQ-11.
-- OPS satisfies REQ-9.
-- PROMPTS satisfies REQ-12.
-
-### Verification Mapping
-
-- TESTS verifies REQ-1, REQ-2, REQ-3, REQ-4, REQ-5, REQ-10, REQ-11, REQ-12, REQ-13.
-
-## Requirement Notes
-
-- Requirement IDs (`REQ-*`) are stable references for planning, implementation, and test traceability.
-- The model uses compact tables and traceability lists for renderer compatibility while preserving SysML-style requirement IDs and relationship semantics.
-- Requirement categories (functional, interface, performance, and design constraints) are preserved as explicit REQ entries and relationship labels to keep change impact visible.
-- PostgreSQL containerization and optional MongoDB containerization are both treated as extremely lightweight and simple operational choices in this architecture.
-
-## Verification Intent
-
-- Demonstration: validate end-to-end behavior via running system flows and operator-visible outcomes.
-- Inspection: verify architecture and startup/runtime policies in code and configuration.
-- Analysis: evaluate asynchronous execution behavior and design sufficiency.
-- Test: automate behavioral checks through pytest suites and service-level tests.
-
----
-
-## Related Local References
-
-- [System Overview](index_v1.md)
-- [System Design Intent](intent.md)
-- [Transcription Methodology](transcription_methodology.md)
-- [System Architecture](architecture_v1.md)
-- System Requirements (this document)
-- [Data model](schema_v1.md)
-- [Error Handling Policy](error_handling_v1.md)
-- [Implementation Plan](implementation_plan_v1.md)
-
-## Glossary
-
-- Document-oriented persistence: A storage approach that uses flexible document structures for variable data shapes.
-- Prompt artifact: A single Markdown file that defines one transcription prompt and is revised independently.
-- SysML: Systems Modeling Language used to express structured requirements and traceability.
-- System of record: The authoritative persistent store for canonical business data.

docs/ver1/runbook_v1.md

@@ -1,129 +0,0 @@
-# V1 Operations Runbook
-
-This runbook provides day-2 operational procedures for the V1 baseline.
-
-## Scope
-
-Applies to:
-
-- local/hosted V1 runtime
-- SQLite-backed persistence
-- in-process worker lifecycle
-- OpenRouter provider integration
-
-## Preconditions
-
-- `.env` contains `OPENROUTER_API_KEY`
-- app starts successfully
-- `uploads/` and `prompts/` are writable
-- health endpoint responds at `/healthz`
-
-## Standard Startup Procedure
-
-1. Start the app using the project-standard command.
-2. Open `/healthz` and verify `{"status":"ok"}`.
-3. Open `/ui/upload` and submit a small valid file.
-4. Confirm job transitions from `queued` -> `processing` -> `transcribed` (or `failed` with detail).
-
-## Standard Shutdown Procedure
-
-1. Stop the application process.
-2. Ensure no active process still holds the SQLite file.
-3. If maintenance is planned, copy the DB file before edits:
-   - `transcription.db` (or configured `DATABASE_URL` file path)
-
-## Incident: Jobs Stuck In `processing`
-
-### Symptoms
-
-- Jobs remain `processing` for longer than provider timeout
-- New uploads queue but do not complete
-- provider usage increases but no terminal job state is visible
-
-### Checks
-
-1. Confirm app process is still running.
-2. Confirm worker loop is active (startup logs include worker lifespan start).
-3. Inspect recent app logs for:
-   - `worker.process_job`
-   - `error_id`
-   - `category`
-   - `job_id` / `document_id` / `source_id`
-4. Verify provider credentials and provider status.
-
-### Recovery
-
-1. Restart the app to trigger stale-processing recovery.
-2. On startup, app re-queues stale processing jobs based on timeout policy.
-3. Re-check jobs page and confirm terminal state progression.
-4. If persistent, capture logs + error IDs and move to deep investigation.
-
-## Incident: Provider Authentication Failures
-
-### Symptoms
-
-- failures categorized as provider/auth
-- jobs fail quickly with authentication guidance
-
-### Recovery
-
-1. Validate `OPENROUTER_API_KEY` value.
-2. Restart app after updating env.
-3. Re-run a small transcription to confirm recovery.
-
-## Incident: Upload Failures
-
-### Symptoms
-
-- UI reports upload errors
-- unsupported extension or empty payload
-
-### Recovery
-
-1. Validate file extension (`.jpg`, `.jpeg`, `.png`, `.tif`, `.tiff`, `.pdf`).
-2. Validate file is not empty.
-3. Validate upload directory permissions.
-4. Retry upload.
-
-## Incident: Database File/Permission Issues
-
-### Symptoms
-
-- persistence errors during upload/job update
-- startup failures around schema/runtime
-
-### Recovery
-
-1. Confirm the configured DB file path exists and is writable.
-2. Confirm parent directory permissions.
-3. Restore from last known backup copy if corruption is suspected.
-4. Restart app and run smoke test.
-
-## Logging Requirements (Operational)
-
-Operational triage should always capture:
-
-- `error_id`
-- category
-- operation name
-- `job_id`, `document_id`, `source_id` when applicable
-- UTC timestamp
-
-## Escalation Packet (When opening an issue)
-
-Include:
-
-- exact timestamp window
-- one failing `job_id`
-- relevant `error_id` values
-- latest 100 lines of app logs
-- environment summary (`DATABASE_URL` type, app version/commit)
-
-## Post-Incident Validation
-
-After mitigation, verify:
-
-1. Upload works.
-2. One job reaches `transcribed`.
-3. One induced failure reaches `failed` with error detail.
-4. Jobs page and detail page render correctly.

docs/ver1/schema_v1.md

@@ -1,98 +0,0 @@
-## Database Schema (V1 Baseline)
-
-This document describes the current relational schema for the transcription system.
-
-All primary and foreign keys in the domain models are UUID-based in V1.
-
----
-
-## Schema Diagram
-
-```mermaid
-erDiagram
-    DOCUMENT {
-        UUID id PK
-        TEXT name
-    }
-
-    JOB {
-        UUID id PK
-        UUID document_id FK
-        TEXT status
-        INTEGER retry_count
-        DATETIME date_created
-        DATETIME date_updated
-        TEXT provider
-        TEXT model
-        TEXT prompt_name
-        TEXT text
-        TEXT error_detail
-    }
-
-    SOURCE {
-        UUID id PK
-        UUID document_id FK
-        UUID job_id FK
-        TEXT upload_name
-        TEXT filename
-        TEXT file_path
-        DATETIME date_uploaded
-    }
-
-    REVISION {
-        UUID id PK
-        UUID source_id "FK, UK"
-        INTEGER revision
-        TEXT text
-        DATETIME date_created
-    }
-
-    DOCUMENT ||--o{ SOURCE : has_many
-    DOCUMENT ||--o{ JOB : has_many
-    JOB ||--o{ SOURCE : referenced_by
-    SOURCE ||--o| REVISION : has_optional_one
-```
-
----
-
-## Table Relationships and Constraints
-
-- A `Document` can have zero or more `Source` records.
-- A `Document` can have zero or more `Job` records.
-- A `Source` belongs to exactly one `Document` and one `Job`.
-- A `Source` may have one optional `Revision`.
-- Optional `0..1` revision cardinality is enforced by uniqueness on `revision.source_id`.
-
-### Invariants
-
-- `Job.text` stores immutable original provider transcription output.
-- `Revision` rows are optional user-authored edits derived from original transcription.
-- Revisions do not overwrite original `Job.text`.
-- Job status lifecycle values are: `queued`, `processing`, `transcribed`, `failed`.
-
-### Timestamp Fields
-
-- `Job.date_created`
-- `Job.date_updated`
-- `Source.date_uploaded`
-- `Revision.date_created`
-
----
-
-## Related Local References
-
-- [System Overview](index_v1.md)
-- [System Design Intent](intent.md)
-- [Transcription Methodology](transcription_methodology.md)
-- [System Architecture](architecture_v1.md)
-- [System Requirements](requirements_v1.md)
-- Data model (this document)
-- [Error Handling Policy](error_handling_v1.md)
-- [Implementation Plan](implementation_plan_v1.md)
-
-## Glossary
-
-- **Document**: logical grouping for one or more transcribed sources.
-- **Source**: uploaded file content (image/PDF) linked to a job.
-- **Job**: processing record that stores lifecycle status and original output.
-- **Revision**: optional single user-authored edited text linked to a source.

docs/ver1/traceability_v1.md

@@ -1,40 +0,0 @@
-# V1 Traceability Matrix
-
-This matrix provides implementation and validation evidence for V1 requirements (`REQ-0` through `REQ-13`).
-
-Status values:
-
-- `done`: implemented and evidence recorded
-- `in progress`: partially implemented or evidence incomplete
-- `not started`: no implementation/evidence yet
-
-## Requirement Evidence Table
-
-| Requirement | Status | Implementation Evidence | Validation Evidence |
-| --- | --- | --- | --- |
-| REQ-0 | done | End-to-end upload + worker pipeline in `src/transcription/services/store.py`, `src/transcription/worker.py`, `src/transcription/services/workflows.py` | `tests/integration/test_pipeline_flow.py` |
-| REQ-1 | done | Upload UI/page flow in `src/transcription/ui/pages/upload_page.py`, `src/transcription/ui/components/upload.py` | `tests/ui/test_upload_page.py`, `tests/integration/test_pipeline_flow.py` |
-| REQ-2 | done | Async worker execution and provider call orchestration in `src/transcription/worker.py`, `src/transcription/services/workflows.py` | `tests/integration/test_pipeline_flow.py`, `tests/services/test_workflows_reliability.py` |
-| REQ-3 | done | Job lifecycle state model + transitions in `src/transcription/models.py`, `src/transcription/services/jobs.py`, `src/transcription/services/workflows.py` | `tests/services/test_job_service.py`, `tests/ui/test_jobs_page.py` |
-| REQ-4 | done | Persistence of original output and failure detail in `src/transcription/services/transcription.py`, `src/transcription/services/workflows.py` | `tests/integration/test_pipeline_flow.py`, `tests/services/test_workflows_reliability.py` |
-| REQ-5 | done | Status/result inspection via UI pages and API health route in `src/transcription/ui/pages/jobs_page.py`, `src/transcription/api/health.py` | `tests/ui/test_jobs_page.py`, `tests/ui/test_pages_registration.py`, `tests/api/test_health.py` |
-| REQ-6 | done | Background processing trigger/worker notifier and non-blocking workflow in `src/transcription/ui/components/upload.py`, `src/transcription/worker.py` | `tests/test_app.py`, `tests/services/test_workflows_reliability.py` |
-| REQ-7 | done | Lifespan-owned runtime resources in `src/transcription/app.py`, `src/transcription/db/runtime.py` | `tests/test_app.py`, `tests/test_db.py` |
-| REQ-8 | done | Centralized settings/logging initialization in `src/transcription/config.py`, `src/transcription/app.py` | `tests/test_config.py`, `tests/test_app.py` |
-| REQ-9 | done | Containerized runtime baseline in `docker-compose.yml`, `Dockerfile` | `release_checklist_v1.md` (Ops checklist), manual demonstration step |
-| REQ-10 | done | Explicit schema bootstrap policy + runtime controls in `src/transcription/config.py`, `src/transcription/app.py`, `src/transcription/db/operations.py` | `tests/test_db.py`, `tests/test_config.py` |
-| REQ-11 | done | Service/workflow persistence boundaries in `src/transcription/services/*.py`, `src/transcription/services/workflows.py` | `tests/services/test_job_service.py`, `tests/services/test_transcription_service.py` |
-| REQ-12 | done | Prompt artifacts in `prompts/` and loading/validation in `src/transcription/services/transcription.py` | `tests/test_prompts.py` |
-| REQ-13 | done | Optional single revision create/update/view/delete in `src/transcription/services/transcription.py`, `src/transcription/ui/pages/jobs_page.py` | `tests/services/test_transcription_service.py`, `tests/ui/test_jobs_page.py` |
-
-## Operational Evidence (Step 3 Artifacts)
-
-- Runbook: `runbook_v1.md`
-- Migration/backfill/rollback guidance: `migration_v1.md`
-- Release readiness checklist: `release_checklist_v1.md`
-
-## Verification Cadence
-
-- Per change: maintain `tests/test_traceability.py` mappings for touched requirements.
-- Per milestone: update this table status and evidence links.
-- Pre-release: confirm all rows are `done` and non-external suite is green.

docs/ver4.1/implementation_plan_v4_1.md

@@ -0,0 +1,146 @@
+# Implementation Plan (Version 4.1)
+
+## Goal
+
+Deliver the V4.1 usability revision as a small, behavior-safe increment over the V4 baseline.
+
+## Implementation Principles
+
+- Keep presentation formatting in UI components and route orchestration in pages.
+- Keep persistence and cross-record queries behind service boundaries.
+- Reuse shared table and date-label helpers instead of duplicating fallback logic.
+- Make the FamilySearch schema change additive and nullable.
+- Add focused tests for changed behavior before broad regression verification.
+
+## Current Project Impact
+
+| Area | Expected impact |
+| --- | --- |
+| Persistence | Add nullable `Person.family_search_id`; provide the repository's supported schema-upgrade path for existing databases. |
+| People service | Normalize and validate FamilySearch IDs at the domain/service boundary if model validation does not fully cover writes. |
+| Documents UI | Add table data, improve relationship labels/links, compact date display, and combine processing navigation. |
+| People UI | Add table date fields, Person-first Document creation, compact date display, and FamilySearch controls. |
+| Sources service/UI | Query adjacent document Sources and add bounded navigation; revise list columns and wrapping. |
+| Jobs UI | Refresh the active detail read model on a timer until terminal status. |
+| Shared UI | Add reusable constrained/wrapped table presentation and compact date formatting where appropriate. |
+| Tests | Update model/service and UI coverage for all affected workflows. |
+
+## Implementation Phases
+
+### 1. Add Shared Presentation Rules
+
+- Review `ui/components/table/common.py` and packaged theme CSS for the narrowest reusable table-width solution.
+- Add reusable styles or column slots for constrained, wrapping, left-aligned text.
+- Add a shared formatter for exact/approximate/unknown dates if it can be reused without coupling components to persistence.
+- Preserve sorting and search behavior for rendered display values.
+
+### 2. Update Archival List Tables
+
+- Extend the Document table read model with author names and the compact document date.
+- Build author display from eagerly loaded document-person links using the `author` role.
+- Apply title/type alignment and constrained title wrapping.
+- Extend the Person table read model with compact birth and death date values.
+- Apply Display Name and Maiden Name alignment.
+- Remove Stored Filename from the Source table read model only if no other list behavior consumes it; always remove its rendered column.
+- Constrain and left-align the requested Source columns.
+- Add or update UI component tests for serialized rows, columns, and fallback formatting.
+
+### 3. Improve Document Relationship Workflows
+
+- Introduce one person-label formatter that combines preferred Display Name, Full Name context, and known birth year without implying uniqueness.
+- Use Person UUIDs as selector values.
+- Apply the formatter to every relationship role selector.
+- Change Related People rows into actions that navigate to `/people/{person_id}`.
+- Replace separate exact/approximate rows in view mode with one conditional Document Date row.
+- Combine Pipeline Jobs and Sources into one related-processing card beneath Related People.
+- Preserve existing job/source counts and navigation actions.
+
+### 4. Add the Person-First Document Workflow
+
+- Add a New Document action on Person Detail.
+- Pass the Person UUID through a narrowly defined query parameter to `/documents/new`.
+- Validate the requested UUID against the loaded people list.
+- Preselect that person in the intended default relationship role. Use `author` unless a different role is explicitly encoded later.
+- Ignore invalid or unavailable preselection values with the application's normal visible error/notification behavior.
+- Confirm ordinary `/documents/new` behavior remains unchanged.
+
+### 5. Add FamilySearch Person References
+
+- Add nullable, unique `family_search_id` to the `Person` model and schema.
+- Implement a non-destructive upgrade for existing SQLite and PostgreSQL databases using the repository's established schema-management approach.
+- Normalize values by trimming and uppercasing.
+- Validate the `XXXX-XXX` alphanumeric identifier shape and return a clear validation error for malformed input.
+- Report duplicate identifiers as a deterministic conflict rather than a generic persistence failure.
+- Add the field to Person create/edit forms and preserve it during updates.
+- Add a URL builder that safely inserts only a validated identifier into the fixed FamilySearch details URL.
+- Render a FamilySearch action on Person Detail only when an identifier is present.
+- Add persistence, normalization, validation, form, and link-generation tests.
+
+### 6. Add Source Page Navigation
+
+- Add a Sources service query that returns previous/current/next context for a Source within its Document.
+- Define ordering by `page_number`, with a stable secondary key such as Source UUID for defensive determinism.
+- Keep navigation bounded to the current `document_id`.
+- Render previous and next actions adjacent to the source viewer or detail header.
+- Disable or omit unavailable boundary actions.
+- Test first, middle, last, single-page, and cross-document cases.
+
+### 7. Add Job Detail Auto-Refresh
+
+- Make Job Detail content refreshable without rebuilding unrelated global navigation.
+- Start a NiceGUI timer only for queued or processing jobs.
+- On each tick, re-read the Job through `JobService` and refresh the detail content.
+- Use a 4-second default interval.
+- Stop or deactivate the timer when status becomes completed, partial success, failed, or cancelled, according to the model's actual terminal states.
+- Prevent overlapping refresh callbacks.
+- Retain existing error presentation if a refresh read fails.
+- Add UI tests for timer creation, refresh, and terminal-state stopping.
+
+### 8. Simplify View-Mode Date Rows
+
+- On Document Detail, show exact date, else approximate date, else one not-set value.
+- On Person Detail, apply the same independent rule to birth and death.
+- Do not hide either input in create/edit mode.
+- Test each exact, approximate, and absent state.
+
+### 9. Verification and Documentation Alignment
+
+- Run the focused model/service/UI tests covering changed surfaces.
+- Run the existing regression suite appropriate to persistence and UI changes.
+- Confirm SQLite and PostgreSQL model compatibility at the schema-definition level.
+- Update V4.1 documentation if implementation reveals a necessary boundary change; do not silently expand scope.
+
+## Recommended Delivery Order
+
+1. Shared formatters and table presentation.
+2. Additive Person schema change and FamilySearch validation.
+3. Document and Person list/detail changes.
+4. Person-first Document workflow.
+5. Source navigation.
+6. Job polling.
+7. Focused and regression verification.
+
+## Done When
+
+- Every V4.1 acceptance criterion is demonstrated or covered by a focused test.
+- Existing Person rows remain valid after the nullable schema addition.
+- Duplicate FamilySearch references cannot be assigned to multiple local Person records.
+- FamilySearch links are generated only from normalized, validated IDs.
+- Auto-refresh performs no polling after a terminal job state.
+- Adjacent Source navigation never crosses Document boundaries.
+- The existing V4 workflows remain operational.
+
+## Out of Scope
+
+- Page reordering.
+- Settings management.
+- External genealogy API integration.
+- Raw `.env` editing.
+- Theme editing.
+
+## Related Local References
+
+- [V4.1 Scope Boundary](scope_boundary_v4_1.md)
+- [V4 Implementation Plan](../ver4/implementation_plan_v4.md)
+- [V4 Requirements](../ver4/requirements_v4.md)
+- [V4 Error Handling Policy](../ver4/error_handling_v4.md)

docs/ver4.1/scope_boundary_v4_1.md

@@ -0,0 +1,142 @@
+# V4.1 Scope Boundary
+
+This document defines the scope of the first incremental revision to Version 4. V4 remains the product and architecture baseline; V4.1 adds focused usability improvements and one additive Person field.
+
+## Purpose
+
+- Improve common archival record workflows without redesigning the application.
+- Resolve table overflow, ambiguous person selection, and unnecessary navigation.
+- Add a manually maintained FamilySearch person reference without introducing external API integration.
+
+## In Scope
+
+### 1. Archival Documents List
+
+- Keep every table column within the available page width.
+- Limit and wrap long Document Title values.
+- Left-align Document Title and Type.
+- Add Author and Document Date columns.
+- Display all people linked through the `author` role in the Author column.
+- Display exact document date when present, otherwise approximate date when present, otherwise `Unknown`.
+
+### 2. Document Detail and Editing
+
+- Use an unambiguous label in person selectors. The label should prefer Display Name, retain Full Name for context, and include the birth year when known.
+- Do not require Display Name to be unique.
+- Link each Related People entry to its Person Detail page.
+- In view mode, display only the populated exact or approximate document date row. Display a single unknown/not-set state when neither exists.
+- Keep both exact and approximate inputs available in create/edit mode.
+- Move source navigation out from beneath the media viewer.
+- Present Pipeline Jobs and Sources together in one related-processing card with counts and actions.
+
+### 3. People List
+
+- Left-align Display Name and Maiden Name.
+- Display exact birth date when present, otherwise approximate birth date when present, otherwise `Unknown`.
+- Add a Death Date column with the same fallback rule.
+
+### 4. Person Detail and Editing
+
+- Add a New Document action that opens Document creation with the current person preselected.
+- Preserve the existing Document-first workflow.
+- In view mode, display only the populated exact or approximate row for each of birth and death date. Display a single unknown/not-set state when neither value exists.
+- Keep both exact and approximate inputs available in create/edit mode.
+
+### 5. FamilySearch Reference
+
+- Add a nullable, unique `family_search_id` field to `Person`.
+- Allow the field to be entered and changed in Person create/edit flows.
+- Trim whitespace, normalize the identifier to uppercase, and validate it against the supported
+  `XXXX-XXX` alphanumeric shape before persistence.
+- When an identifier exists, show a FamilySearch action on Person Detail linking to:
+  `https://www.familysearch.org/tree/person/details/{family_search_id}`
+- Construct the URL in application code; do not persist the full URL.
+
+### 6. Source List and Detail
+
+- Keep every Source Asset Records table column within the available page width.
+- Limit and wrap long Document Name, Upload Title, and Error Detail values.
+- Left-align Document Name, Upload Title, and Error Detail.
+- Remove Stored Filename only from the Source Asset Records table. Continue storing it and showing it on Source Detail.
+- On Source Detail, add previous and next navigation for Sources belonging to the same Document, ordered by `page_number`.
+- Disable or omit the previous/next action at the first/last page.
+
+### 7. Job Detail
+
+- Automatically refresh Job Detail while the job is in a non-terminal state.
+- Use a modest interval in the 3-5 second range.
+- Stop polling when the job reaches a terminal state or the page is no longer active.
+- Preserve manual navigation and existing job actions.
+
+### 8. Homepage Storage Decision
+
+- Continue treating homepage markdown and images as mutable application data, not prompt artifacts or packaged source assets.
+- Keep homepage content separate from `prompts`.
+- Defer relocation to a configurable application-data root unless the existing location prevents normal installed or deployed operation.
+
+## Out of Scope
+
+- Source page renumbering or reordering.
+- A Settings page.
+- Editing `.env` or secrets through the UI.
+- Runtime theme editing.
+- FamilySearch authentication, API calls, search, import, synchronization, or conflict resolution.
+- Ancestry references or other genealogy providers.
+- Google Maps links from place fields.
+- Enforcing unique Display Name values.
+- Changes to transcription execution or provider behavior.
+- Changes to the V4 API solely to expose the V4.1 presentation enhancements.
+
+## Locked Design Decisions
+
+### A. Person Selector Identity
+
+- Selection values remain internal Person UUIDs.
+- Display labels provide disambiguating context but are not identity keys.
+- Duplicate Full Name and Display Name values remain valid.
+
+### B. Date Presentation
+
+- Exact dates take precedence over approximate/raw dates for compact list and view presentation.
+- Create/edit forms retain both fields so either representation can be maintained.
+- V4.1 does not introduce a new mutual-exclusion database constraint.
+
+### C. FamilySearch Storage
+
+- Store only the FamilySearch person identifier.
+- Treat a FamilySearch person identifier as unique across local Person records.
+- Use one dedicated nullable Person field while FamilySearch is the only supported external genealogy reference.
+- Reconsider a generic external-reference model only when a second provider or multiple references per person are required.
+
+### D. Stored Filename
+
+- Stored Filename remains part of the Source model and Source Detail diagnostics.
+- Only the list-table column is removed.
+
+## Data and Compatibility Policy
+
+- The `family_search_id` addition must be nullable and non-destructive for existing Person rows.
+- Existing records, routes, relationships, jobs, Sources, prompt provenance, and uploaded media remain valid.
+- UI changes must preserve both Document-first and Person-first workflows.
+- V4.1 must remain portable across SQLite and PostgreSQL.
+
+## Acceptance Criteria
+
+1. Document, Person, and Source tables fit their page containers at supported desktop widths without losing requested columns.
+2. Long table text wraps or is constrained without forcing important columns outside the table container.
+3. Duplicate-named people can be distinguished in every document relationship selector.
+4. Related People entries navigate to the correct Person Detail page.
+5. Compact date displays consistently use exact, then approximate, then unknown fallback behavior.
+6. Starting from Person Detail can create a Document with that person preselected without breaking normal Document creation.
+7. A valid FamilySearch ID is persisted and produces the correct Person Detail hyperlink; absent IDs produce no action.
+8. Source previous/next actions remain within the same Document and follow `page_number`.
+9. Active Job Detail pages update without manual refresh and stop polling after terminal status.
+10. Stored Filename is absent from the Source list table but remains available on Source Detail.
+11. Focused automated tests pass and unaffected V4 behavior remains intact.
+
+## Related Local References
+
+- [V4.1 Implementation Plan](implementation_plan_v4_1.md)
+- [V4 Scope Boundary](../ver4/scope_boundary_v4.md)
+- [V4 Architecture](../ver4/architecture_v4.md)
+- [V4 Schema](../ver4/schema_v4.md)

docs/ver4.2/implementation_plan_v4_2.md

@@ -0,0 +1,258 @@
+# Implementation Plan (Version 4.2)
+
+## Goal
+
+Make processing evidence precise, append-only, secret-safe, and exportable while preserving every existing record and creating a provider-neutral home for future OCR/layout artifacts.
+
+## Implementation Principles
+
+- Implement the [Digital Evidence and AI Processing Provenance invariant](../invariant/ai_evidence_and_provenance.md), not a provider-specific approximation of it.
+- Capture transport evidence before SDK parsing.
+- Keep exact evidence separate from parsed and normalized representations.
+- Prefer additive schema evolution and explicit compatibility behavior.
+- Reference source content by digest rather than duplicating it in request JSON.
+- Use allowlists for safe metadata capture.
+- Keep persistence and evidence semantics behind service boundaries.
+- Do not change the default model until a representative benchmark supports that decision.
+
+## Current-State Gaps
+
+| Current behavior | Gap to close |
+| --- | --- |
+| `Source` stores original file path, digest, and size. | Media type and image/page geometry used for an execution are not frozen with that execution. |
+| `Job` stores prompt text/hash, requested model after resolution, temperature, and `top_p`. | The complete effective request structure, omitted-versus-explicit parameter state, routing constraints, and software versions are not frozen. |
+| `JobSource.raw_api_response` stores `model_dump()` output from the OpenRouter SDK. | The exact HTTP body can be normalized by OpenRouter and filtered again by the SDK before persistence. |
+| `JobSource.ai_metadata` stores finish reason and basic token counts. | Detailed accounting remains only in the SDK snapshot and is not a substitute for exact evidence. |
+| Provider exceptions become application errors. | Safe HTTP error bodies, statuses, headers, and no-response distinctions are not persisted. |
+| Worker logs elapsed time. | Execution duration is not stored on `JobSource`. |
+| Source Detail displays AI metadata and the SDK snapshot. | The UI does not identify evidence layers or expose request/transport/software provenance. |
+| No generic processing-artifact model exists. | Future OCR geometry would require ad hoc provider fields or an unrelated schema. |
+
+## Expected Project Impact
+
+| Area | Expected impact |
+| --- | --- |
+| Database models and upgrades | Add execution-specification, transport-evidence, timing, software-context, and generic artifact storage without removing existing columns. |
+| OpenRouter adapter | Introduce a transport boundary that can capture exact body/status/safe headers before typed SDK parsing, or use supported SDK hooks that expose the unparsed response reliably. |
+| Provider contract | Return structured evidence for success and failure without leaking provider-specific transport concerns into workflow orchestration. |
+| Source and workflow services | Persist one append-only execution outcome and its artifacts transactionally; retain compatibility projections. |
+| UI | Label and inspect evidence layers; export safe evidence packages through service operations. |
+| Benchmarking | Add a private manifest and repeatable evaluator using the literal-transcription methodology. |
+| Tests and documentation | Add compatibility, capture, security, integrity, export, and benchmark-scoring coverage; correct overstated V4 evidence language. |
+
+## Proposed Data Design
+
+Exact names should be confirmed against existing conventions before migration code is written. The design should provide the following logical records.
+
+### 1. Execution Evidence
+
+Extend `JobSource` or associate it one-to-one with a new execution-evidence record containing:
+
+- Request manifest JSON and manifest schema version.
+- Transport status, body bytes or exact decoded body plus encoding/content type, and safe headers.
+- Parsed SDK snapshot retained separately from transport content.
+- Application, adapter, SDK, and runtime version metadata.
+- Start, finish, and duration values.
+- Router/provider request and generation identifiers when available.
+- Failure phase and whether an HTTP response was received.
+
+The implementation should evaluate a companion table rather than continuing to widen `JobSource`. A companion record better isolates large/optional evidence and permits clear one-to-one compatibility semantics.
+
+### 2. Generic Processing Artifact
+
+Add a one-to-many artifact model associated with a source and, when applicable, a producing execution:
+
+- Stable artifact UUID.
+- `source_id` and optional execution/`job_source_id`.
+- Semantic artifact type.
+- Media/serialization format.
+- Schema name and version.
+- Producer and producer version.
+- Inline JSON payload or external location.
+- Payload digest and byte size.
+- Coordinate-system metadata when relevant.
+- Creation timestamp.
+
+Enforce exactly one content location: inline payload or external reference. An external artifact must be written durably and hashed before its database record commits.
+
+### 3. Compatibility Projections
+
+- Keep `JobSource.raw_api_response` unchanged for existing and new compatibility reads until a later deprecation decision.
+- Keep `JobSource.ai_metadata` for indexed/display-ready normalized values.
+- Keep `Source.raw_transcription` as the latest successful machine-output projection while treating per-execution `JobSource.raw_transcription` as history.
+- Document that older rows have an SDK snapshot but no exact transport capture.
+
+## Implementation Phases
+
+### 1. Correct Terminology and Define Typed Contracts
+
+- Add typed domain models for request manifests, software context, transport metadata, failure phase, and artifact descriptors.
+- Version every persisted JSON contract from its first release.
+- Define the safe response-header allowlist. Begin with correlation, content type/encoding, date, retry/rate-limit, and router-specific generation identifiers only when documented and non-secret.
+- Define size limits and external-storage thresholds for exact bodies and artifacts.
+- Correct `docs/ver4/schema_v4.md` under “Page-Level Execution and AI Outputs” so the existing column is described as an SDK-serialized OpenRouter response snapshot, not a complete provider envelope, exact HTTP body, or native upstream-provider response. Apply the same terminology to architecture and UI schema references.
+- Add serialization and secret-rejection unit tests before provider changes.
+
+### 2. Add Additive Persistence and Upgrade Behavior
+
+- Add the selected execution-evidence and artifact models.
+- Add foreign keys, uniqueness constraints, and indexes for source/execution lookup.
+- Implement idempotent upgrades following the repository's existing schema-upgrade policy.
+- Do not populate exact response fields for historical rows.
+- Do not write a capture-time classification onto historical rows during migration. Compatibility reads may describe a populated legacy `raw_api_response` as an SDK snapshot, but exports must identify that description as a later compatibility interpretation rather than execution-time metadata.
+- Verify JSON portability and large-payload behavior for SQLite and PostgreSQL.
+- Add upgrade tests starting from a representative pre-V4.2 schema.
+
+### 3. Build Secret-Safe Request Manifests
+
+- Build the manifest from the concrete outgoing request body immediately before transport, not from a narrower typed projection that may discard unrecognized request fields.
+- Replace each image payload in that concrete representation with a source reference containing source UUID, digest, byte size, media type, dimensions, and transformation identity.
+- Store exact prompt content and preserve omitted-versus-explicit parameter state.
+- Include requested model, routing preferences, response-format requirements, and timeout/retry policy.
+- Record application version/commit when available, adapter contract version, SDK package/version, and request-manifest schema version.
+- Hash the canonical manifest representation for integrity checks.
+- Test that credentials and embedded image data cannot enter the persisted manifest.
+- Test that every field actually sent to the provider, including routing and future provider options, is represented or explicitly excluded by the manifest transform.
+
+### 4. Capture OpenRouter Transport Evidence
+
+- Evaluate the installed OpenRouter SDK hooks/client injection first.
+- If hooks cannot expose an exact stable response before typed parsing, implement the non-streaming OpenRouter call through the existing async HTTP client boundary while retaining typed validation in the adapter.
+- Read the response body once, preserve it exactly, then parse and normalize it.
+- Store status, content type/encoding, allowlisted headers, request/generation ID, and timing.
+- Maintain current authentication, referer/title headers, timeout behavior, and error classification.
+- Explicitly document that the captured body is the OpenRouter-normalized transport response, not Gemini/Anthropic/OpenAI native upstream JSON.
+- Add fixture-based tests proving unknown response fields survive transport capture even if a typed parser ignores them.
+
+### 5. Preserve Failure Evidence
+
+- Return or raise a typed provider failure that carries safe evidence separately from its user-facing error.
+- Persist non-success status/body/allowlisted headers before marking an execution failed.
+- Represent DNS/connect/TLS/local timeout failures as no-response outcomes with a failure phase and safe diagnostic category.
+- Preserve response-validation failures with both the exact body and validation details.
+- Keep transcription-quality rejection distinct from provider failure because a valid provider response was received.
+- Ensure error strings and logs do not contain authorization data or embedded image payloads.
+- Add tests for 4xx, 5xx, malformed JSON, schema mismatch, timeout, connection failure, and quality rejection.
+
+### 6. Make Execution History Reliably Append-Only
+
+- Confirm retry behavior creates a distinct execution attempt rather than reusing and overwriting a completed evidence record.
+- Separate queue linkage from execution-attempt identity; the current update-in-place behavior cannot serve as append-only execution history.
+- Assign each attempt a deterministic, monotonically increasing attempt number scoped to its Job and Source, enforced by a database uniqueness constraint.
+- Update the latest-transcription projection only after a successful attempt.
+- Never update prior response bodies, manifests, timings, or artifacts during a retry.
+- Select the latest attempt and latest successful attempt by the persisted attempt number with a stable identifier as a defensive secondary key, never by timestamp alone.
+- Add service/workflow tests covering retries, partial success, interrupted jobs, and historical projection behavior.
+
+### 7. Add Generic Artifact Persistence
+
+- Implement service operations to create, read, list, verify, export, and, only under explicit retention policy, delete artifacts.
+- Validate semantic type, schema/version, digest, media type, and coordinate metadata.
+- Support JSON artifacts inline initially when within the agreed size threshold.
+- Support external artifacts through a constrained application-data root with atomic write, digest verification, and explicit missing-file errors.
+- Add a provider-neutral example fixture representing OCR words/lines with polygons and confidence values.
+- Do not integrate a live OCR vendor in this phase.
+
+### 8. Add Evidence Inspection and Export
+
+- Rename the current Source Detail label to identify historical values as an OpenRouter SDK Response Snapshot.
+- Add separate sections for Request Manifest, Transport Response, Normalized Metadata, Software Context, and Derived Artifacts.
+- Show an explicit “not captured for this historical execution” state instead of an empty object.
+- Keep large bodies collapsed by default and avoid rendering embedded source data.
+- Add a service-owned export that packages a versioned manifest, evidence JSON/body files, artifact content or references, and digest inventory.
+- Exclude secrets and machine-local paths that are not required to interpret the evidence.
+- Add UI and export tests for new, historical, failed, and large-evidence records.
+
+### 9. Establish the Private Benchmark
+
+- Select a small initial corpus, then expand only when it exposes meaningful differences.
+- Stratify examples by printed/typed text, handwriting style, degradation, layout complexity, language, and editorial anomaly.
+- Reference existing Source UUIDs and digests in a private manifest; do not copy family documents into public test fixtures.
+- Create manually reviewed reference transcriptions following the invariant methodology.
+- Implement or adopt existing project-compatible CER/WER calculations without changing dependencies unless justified.
+- Score omissions, inventions, silent modernization, uncertainty markup, and layout fidelity separately from CER/WER.
+- Record cost and latency from preserved execution evidence.
+- Run the current `google/gemini-2.5-flash` configuration as the baseline before testing alternatives.
+- Treat results as model-version/route/corpus specific and preserve each comparison run.
+
+### 10. Verify, Migrate, and Align Documentation
+
+- Run the smallest focused model, provider, service, workflow, UI, upgrade, and export test groups first.
+- Run broader regression tests only after focused validation passes.
+- Execute all destructive tests through `tools/run_destructive_tests.py`.
+- Verify backup creation and required restoration behavior before any test touching real application data.
+- Confirm existing Source Detail records remain readable after upgrade.
+- Update V4 architecture, schema, requirements, and UI schema mappings to point to V4.2 semantics.
+- Record any deliberate deviation from this plan in the V4.2 scope before release.
+
+## Recommended Delivery Order
+
+1. Typed/versioned evidence contracts and terminology.
+2. Additive execution-evidence persistence.
+3. Secret-safe request manifests.
+4. Exact OpenRouter transport capture.
+5. Failure evidence and append-only retry semantics.
+6. Generic artifact persistence.
+7. Inspection and export.
+8. Private benchmark tooling and baseline run.
+9. Migration, regression verification, and documentation alignment.
+
+## Key Implementation Decisions to Resolve
+
+1. Whether execution evidence is a one-to-one companion to `JobSource` or part of a new execution-attempt model required for append-only retries.
+2. Whether exact response bodies remain database values at expected sizes or move to hashed external files above a threshold.
+3. The canonical JSON algorithm used to hash request manifests.
+4. The safe-header allowlist supported by OpenRouter and future adapters.
+5. The application version identity available in local, packaged, and uncommitted development builds.
+6. The initial inline/external artifact size threshold and application-data root.
+7. Whether evidence exports include original source binaries by default, optionally, or only by reference.
+8. The minimum private benchmark corpus size and review process before model comparisons influence defaults.
+
+These decisions must be settled before their corresponding implementation phase; they do not weaken the invariant or expand V4.2 into live OCR integration.
+
+## Resolved Implementation Decisions
+
+1. `JobSource` remains queue linkage and a compatibility projection; immutable retries use a one-to-many
+   `ExecutionAttempt` model with a unique `(job_id, source_id, attempt_number)` constraint.
+2. Exact OpenRouter response bytes remain database values for V4.2. Generic artifacts use inline canonical JSON up
+   to 1 MiB by default and constrained, atomically written external files above that threshold.
+3. Request manifests use `transcription-canonical-json-v1`: UTF-8 JSON with sorted keys, compact separators,
+   preserved Unicode, and non-finite numbers rejected.
+4. Safe response headers are explicitly allowlisted in the evidence contract; all others are discarded before
+   persistence.
+5. Software identity records the package version, optional `TRANSCRIPTION_COMMIT`, adapter contract version,
+   OpenRouter SDK version, and Python version.
+6. The artifact root defaults to `data/artifacts` and stores source-scoped relative references.
+7. Evidence exports include source identity and digest by reference, not original source binaries.
+8. The benchmark manifest is private and digest-referenced. Corpus size remains archive-dependent, but every run
+   uses preserved execution-attempt identity and the fixed literal scoring contract.
+
+## Done When
+
+- Every V4.2 acceptance criterion is satisfied by focused tests or an explicit demonstration.
+- Existing SDK snapshots retain their content and are labeled accurately.
+- New successful and failed calls preserve secret-safe provider-boundary evidence.
+- Unknown transport fields survive even when the typed SDK/parser does not recognize them.
+- Retries cannot overwrite prior execution evidence.
+- A generic versioned artifact can represent OCR geometry and pass integrity verification.
+- Evidence can be safely inspected and exported with schema identities and digests.
+- The current model has a reproducible private benchmark baseline.
+- No credential or embedded source payload appears in persisted manifests, safe headers, logs, or exports.
+- Existing V4.1 behavior remains compatible.
+
+## Out of Scope
+
+- Live OCR/document-AI provider integration.
+- Automatic model switching.
+- Archive-wide reprocessing.
+- Native upstream-provider response capture through OpenRouter when OpenRouter does not expose it.
+- Guarantees of deterministic hosted-model output.
+
+## Related Local References
+
+- [V4.2 Scope Boundary](scope_boundary_v4_2.md)
+- [Digital Evidence and AI Processing Provenance](../invariant/ai_evidence_and_provenance.md)
+- [V4 Architecture](../ver4/architecture_v4.md)
+- [V4 Schema](../ver4/schema_v4.md)
+- [V4 Requirements](../ver4/requirements_v4.md)
+- [Draft V4.3 Implementation Plan](../ver4.3/implementation_plan_v4_3.md)

docs/ver4.2/scope_boundary_v4_2.md

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+# V4.2 Scope Boundary
+
+This document defines the boundary for the digital-evidence and AI-provenance revision that follows V4.1 and precedes the planned V4.3 settings work. V4 remains the architecture baseline; V4.2 makes the existing evidence claims precise and adds a provider-neutral foundation for future processing artifacts.
+
+## Purpose
+
+- Align the application with the [Digital Evidence and AI Processing Provenance invariant](../invariant/ai_evidence_and_provenance.md).
+- Preserve provider-boundary evidence before SDK parsing can remove unknown fields.
+- Make successful and failed processing attempts inspectable without storing secrets.
+- Support future OCR and layout outputs without coupling the database to one vendor.
+- Establish a repeatable method for comparing transcription models against this archive.
+
+## In Scope
+
+### 1. Evidence Terminology and Existing-Data Compatibility
+
+- Define transport response, router-normalized response, SDK response, normalized metadata, and derived artifact consistently in code, schema documentation, and UI labels.
+- Treat existing `JobSource.raw_api_response` values as historical SDK response snapshots.
+- Preserve every existing `Job`, `Source`, and `JobSource` row.
+- Use additive migrations and compatibility reads; do not reinterpret previously stored values as exact transport captures.
+- Correct the “Page-Level Execution and AI Outputs” rule in `docs/ver4/schema_v4.md` that currently describes `JOB_SOURCE` as storing a complete provider response envelope. The corrected rule must identify `raw_api_response` as an SDK-serialized OpenRouter response snapshot and state that it is neither the exact HTTP body nor the native upstream-provider response.
+
+### 2. Secret-Safe Request Manifests
+
+- Persist the effective request specification for each page execution without storing credentials or duplicate base64 media.
+- Include requested provider/model, routing constraints, prompt content and hash, explicitly supplied parameters, source digest, media type, dimensions when known, and page identity.
+- Distinguish an omitted optional parameter from an explicitly supplied null or value.
+- Record application, provider-adapter, Python client, and relevant schema versions.
+- Use source or derivative references in place of embedded media bytes.
+
+### 3. Provider-Boundary Response Capture
+
+- Capture the exact HTTP response body before OpenRouter SDK parsing for non-streaming transcription calls.
+- Store HTTP status and an explicit allowlist of safe response headers.
+- Store router request/generation identifiers and resolved model/provider-routing metadata when exposed.
+- Preserve the current parsed SDK snapshot and normalized metadata where useful.
+- Keep exact body, parsed representation, and normalized fields distinguishable.
+
+### 4. Failure Evidence and Timing
+
+- Create or update a page execution record for every attempted provider call.
+- Persist safe response evidence for non-success HTTP responses.
+- Distinguish HTTP response failures, connection failures, local timeouts, response-validation failures, and transcription-quality failures.
+- Store execution start/end times or duration using a clearly defined clock policy.
+- Do not collapse a provider error body into only a generic user-facing message.
+
+### 5. Generic Processing Artifacts
+
+- Add a provider-neutral representation for versioned derived artifacts.
+- Support inline JSON and externally stored payloads with a digest and stable reference.
+- Record artifact type, format, schema/version, producer/version, source, producing execution, and creation time.
+- Define coordinate-system metadata sufficient for word, line, block, or page geometry.
+- Permit future OCR/layout/confidence results without implementing a vendor-specific table for each provider.
+
+### 6. Evidence Inspection and Export
+
+- Expand Source Detail and/or Job Detail to identify the evidence layer being displayed.
+- Provide readable JSON inspection for request manifests, transport metadata, parsed responses, normalized metadata, and derived artifacts.
+- Provide a safe export containing evidence content or references, relationships, schema versions, and digests.
+- Clearly label evidence that was not captured for historical records.
+- Do not display or export credentials, unrestricted headers, or embedded base64 source media.
+
+### 7. Representative-Corpus Benchmark Protocol
+
+- Define a private benchmark manifest referencing source digests rather than duplicating archival media.
+- Include representative printed, typed, handwritten, degraded, tabular, and spatially complex pages.
+- Pair each benchmark item with a manually reviewed literal transcription.
+- Score character error rate, word error rate, omissions, inventions, silent normalization, uncertainty handling, layout fidelity, cost, and latency.
+- Preserve the complete execution provenance for every benchmark run.
+- Keep the current model as a baseline; do not change the application default solely from vendor benchmarks.
+
+### 8. Migration, Integrity, and Verification
+
+- Provide non-destructive upgrade behavior for supported SQLite and PostgreSQL deployments.
+- Backfill only facts that can be derived reliably from existing records.
+- Mark unavailable historical evidence as unavailable rather than fabricating it.
+- Add digest, serialization, header-allowlist, failure-path, compatibility, artifact, export, and UI inspection tests.
+- Run destructive tests only through the repository's required backup-and-restore wrapper.
+
+## Out of Scope
+
+- Selecting or declaring a permanent best transcription model.
+- Changing the default transcription model without benchmark evidence and a separate decision.
+- Integrating Azure Document Intelligence, Google Document AI, Transkribus, Mistral OCR, or another OCR provider in V4.2.
+- Generating bounding boxes retroactively for existing transcriptions.
+- Bulk reprocessing the archive.
+- Packet capture, TLS evidence, full unrestricted request/response headers, or credential retention.
+- Storing duplicate base64 source images in request manifests.
+- Guaranteeing byte-identical reproduction from nondeterministic or updated hosted models.
+- Automatic entity extraction, biography generation, or genealogical inference.
+- Replacing the relational database with an event store or content-addressed object store.
+- Destructive renaming or removal of `raw_api_response`.
+
+## Locked Design Decisions
+
+### A. The Original Source Is Primary Evidence
+
+- Original uploaded bytes and their digest remain authoritative.
+- Processing derivatives and outputs are independently identified derived evidence.
+- Future OCR/layout work reuses the original or a documented derivative.
+
+### B. Evidence Is Layered
+
+- Exact transport evidence, SDK-parsed objects, normalized metadata, and transcription text serve different purposes.
+- One representation must not silently stand in for another.
+- UI and export labels name the stored evidence layer.
+
+### C. History Is Append-Only
+
+- A retry or reprocessing attempt creates new execution evidence.
+- Convenience caches may change, but historical execution output does not.
+- Human revisions remain separate from machine output.
+
+### D. Capture Is Secret-Safe by Construction
+
+- Safe headers are allowlisted.
+- Authorization, cookies, API keys, and unrestricted headers are never persisted.
+- Request manifests reference source digests instead of embedding source bytes.
+
+### E. Derived Artifacts Are Generic and Versioned
+
+- Artifact storage is not limited to bounding boxes.
+- Coordinate metadata declares units, origin, dimensions, and transformations.
+- Provider-specific payloads may be retained without making provider-specific fields the durable application contract.
+
+### F. Existing Evidence Keeps Its Original Meaning
+
+- Existing `raw_api_response` data remains an SDK response snapshot.
+- A migration may label or classify it but may not claim that missing transport data was captured.
+- Historical nulls and absent fields remain distinguishable from new explicitly captured values.
+
+## Data and Compatibility Policy
+
+- All schema changes are additive in V4.2.
+- Existing source files, hashes, transcriptions, revisions, prompts, jobs, and relationships remain valid.
+- Compatibility reads continue to display historical SDK snapshots.
+- Large derived artifacts may be stored outside the database when the database retains a stable reference, digest, media type, and schema identity.
+- JSON evidence must remain portable across SQLite and PostgreSQL.
+- Exports use explicit schema versions so later releases can interpret older packages.
+
+## Acceptance Criteria
+
+1. A new execution can be traced from its source digest through its frozen request manifest, transport response, parsed/normalized data, and derived outputs.
+2. Exact response content is captured before SDK parsing and is clearly distinguished from the existing SDK snapshot.
+3. Failed HTTP calls retain safe provider evidence; calls with no response record that fact explicitly.
+4. Omitted parameters remain distinguishable from explicit values.
+5. No persisted request, header set, UI display, log, or export contains API credentials.
+6. Retrying or reprocessing does not overwrite prior execution evidence.
+7. Historical records remain readable and are not mislabeled as exact transport captures.
+8. A versioned generic artifact can represent OCR/layout JSON and its coordinate system without a provider-specific schema change.
+9. Evidence exports include relationships, schema identities, and digests sufficient for independent integrity checks.
+10. The benchmark protocol can compare the current baseline with another model on the same private corpus and scoring rules.
+11. Additive migrations and focused tests work across the supported persistence model.
+12. All destructive-test runs comply with the backup-and-restore protocol.
+
+## Related Local References
+
+- [V4.2 Implementation Plan](implementation_plan_v4_2.md)
+- [Digital Evidence and AI Processing Provenance](../invariant/ai_evidence_and_provenance.md)
+- [V4 Architecture](../ver4/architecture_v4.md)
+- [V4 Schema](../ver4/schema_v4.md)
+- [V4 Requirements](../ver4/requirements_v4.md)
+- [Transcription Methodology](../invariant/transcription_methodology.md)

docs/ver4.3/implementation_plan_v4_3.md

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+# Implementation Plan (Version 4.3)
+
+## Goal
+
+Deliver constrained, installation-local application settings while preserving the completed V4.2 behavioral baseline and historical provenance.
+
+## Planning Constraints
+
+- V4, V4.1, and V4.2 remain the behavioral baseline.
+- Settings must use explicit domain operations rather than direct database, environment-file, or arbitrary filesystem access from UI pages.
+- Prompt changes must preserve historical Job provenance and use a defined safe-write policy.
+- Source Page Reordering is excluded.
+- Database, integration, and UI tests must use confirmed isolated test data and must never modify `data/transcription.db`.
+- Potentially destructive tests must run only through `tools/run_destructive_tests.py`.
+
+## Expected Project Impact
+
+| Area | Expected impact |
+| --- | --- |
+| Documents service | Expand controlled Document Type maintenance operations. |
+| People service | Expand controlled Person Role maintenance operations. |
+| Prompt adapter/service | Add constrained listing, reading, validation, atomic writing, backup, and explicit recovery of existing prompt artifacts. |
+| UI composition/navigation | Register Settings routes and navigation without moving persistence into UI code. |
+| Tests | Add isolated registry lifecycle, prompt safety, and UI workflow coverage. |
+
+## Implementation Phases
+
+### 1. Define Service Contracts
+
+- Define Document Type maintenance commands for create, relabel, activate, deactivate, and delete-if-unreferenced.
+- Define Person Role maintenance commands for create, relabel, activate, deactivate, and delete-if-unreferenced.
+- Define a Prompt Store interface for constrained list, read, write, backup-status, and explicit recovery behavior.
+- Map validation, conflict, not-found, dependency, and filesystem failures to existing `AppError` categories.
+
+### 2. Expand Registry Maintenance Services
+
+- Reuse existing Document and People service ownership.
+- Add explicit write methods rather than passing UI-mutated ORM objects directly where practical.
+- Normalize Document Type labels and reject case-insensitive duplicates deterministically.
+- Keep Person Role stable-code validation and duplicate rejection.
+- Permit deletion only after a service-owned reference check proves the entry is unreferenced.
+- Reject deletion of referenced entries deterministically without partial mutation.
+- Permit label changes whether or not an entry is referenced.
+- Preserve inactive entries for historical reads.
+- Order Document Types alphabetically by normalized label.
+- Order Person Roles deterministically by label and then code without adding a schema field.
+- Add service tests for create, relabel, activation, deactivation, duplicates, immutable codes, ordering, allowed deletion, and blocked referenced deletion.
+
+### 3. Add Constrained Prompt Storage
+
+- Place filesystem access behind a dedicated Prompt Store/service boundary.
+- Resolve all filenames directly beneath the configured prompt root and reject traversal.
+- Permit only existing files with the agreed Markdown extension and reject empty content.
+- Exclude prompt creation and deletion.
+- Write new content to a sibling temporary file, flush and sync it, preserve the active file as the sole previous-version backup, and atomically replace the active file.
+- Expose explicit backup recovery through the same filename validation and safe-write path; never perform automatic rollback.
+- Clean up temporary files after failed writes while preserving the active prompt and any valid backup.
+- Preserve file encoding and provide explicit failures for read-only or unavailable storage.
+- Do not modify any Job row when prompt defaults change.
+- Add unit tests for valid reads/writes, traversal, invalid names, nonexistent-file creation attempts, empty content, atomic replacement failures, single-backup rotation, explicit recovery, filesystem failures, and unchanged Job provenance.
+
+### 4. Build the Settings UI
+
+- Register a Settings landing page and navigation entry.
+- Add separate pages or panels for Document Types, Person Roles, and Prompts.
+- Keep pages responsible for orchestration and notifications only.
+- Use service callbacks for all mutations.
+- Explain inactive historical entries and future-only prompt effects in the UI.
+- Present deletion only for unreferenced registry entries and preserve clear conflict feedback if references appear before submission.
+- Present prompt backup availability and recovery as an explicit operator action.
+- Do not render raw environment values or secrets.
+- Add no settings API routes.
+
+### 5. Verification and Rollout
+
+- Confirm every database, integration, and UI test is configured for an isolated test database before execution.
+- Never run those tests against live data and never modify or replace `data/transcription.db`.
+- Invoke potentially destructive tests only through `tools/run_destructive_tests.py`.
+- Run focused service tests before UI integration tests.
+- Verify inactive registry behavior in both historical display and create/edit selectors.
+- Verify referenced entries can be relabeled or deactivated but not deleted.
+- Verify unreferenced entries can be deleted.
+- Verify prompt changes are picked up by newly created Jobs while historical Jobs retain frozen content/hash.
+- Run the relevant regression suite.
+
+## Migration and Compatibility Notes
+
+- Existing registry records remain valid.
+- Prompt editing changes mutable application files, not database provenance already captured on Jobs.
+- V4.3 must not require users to recreate existing Sources, Documents, People, roles, or types.
+- Person Role ordering requires no schema migration.
+- Registry deletion introduces no cascade behavior; references always block deletion.
+
+## Delivery Order
+
+1. Implement registry maintenance service operations.
+2. Implement the Prompt Store and safety policy.
+3. Build Settings pages.
+4. Run isolated integration and regression verification.
+
+## Done Criteria
+
+- All V4.3 acceptance criteria are testable and satisfied.
+- Settings mutations cross explicit service or adapter boundaries.
+- Document Types use UUID-only identity and unique labels; Person Role codes cannot be accidentally changed.
+- Referenced registry entries can be relabeled or deactivated but cannot be deleted.
+- Unreferenced registry entries can be deleted without cascade behavior.
+- Prompt writes cannot escape the configured directory or rewrite historical provenance.
+- Prompt writes are atomic, retain one backup, and support explicit recovery.
+- No secret or raw environment editor exists.
+- No settings API surface exists.
+- V4.1 and V4.2 workflows remain intact.
+- Verification does not touch live data or `data/transcription.db`.
+
+## Related Local References
+
+- [V4.3 Scope Boundary](scope_boundary_v4_3.md)
+- [V4.2 Implementation Plan](../ver4.2/implementation_plan_v4_2.md)
+- [V4.1 Implementation Plan](../ver4.1/implementation_plan_v4_1.md)
+- [V4 Implementation Plan](../ver4/implementation_plan_v4.md)
+- [V4 Error Handling Policy](../ver4/error_handling_v4.md)

docs/ver4.3/scope_boundary_v4_3.md

@@ -0,0 +1,154 @@
+# V4.3 Scope Boundary
+
+This document defines the frozen boundary for the constrained-settings revision that follows the completed V4.2 evidence-and-provenance work. V4, V4.1, and V4.2 remain the behavioral and architecture baseline.
+
+## Purpose
+
+- Provide a constrained Settings area for safe maintenance of selected application-managed configuration.
+- Avoid exposing secrets, restart-sensitive settings, or unrestricted filesystem editing through the UI.
+
+## In Scope
+
+### 1. Settings Navigation
+
+- Add a Settings entry to application navigation.
+- Provide separate, clearly described settings areas rather than a raw configuration editor.
+- Restrict V4.3 settings to application-managed values that can be validated and safely changed at runtime.
+
+### 2. Document Type Maintenance
+
+- List active and inactive Document Types.
+- Add new types with a unique user-facing label.
+- Edit labels and active state.
+- Activate or deactivate types without invalidating historical Documents.
+- Allow deletion only when no Document references the type.
+- Allow label changes regardless of whether the type is referenced.
+- Display types alphabetically by label.
+
+### 3. Person Role Maintenance
+
+- List active and inactive Person Roles.
+- Add new roles with a stable unique code and user-facing label.
+- Edit mutable labels.
+- Activate or deactivate roles without invalidating historical links.
+- Do not allow changing a stable code after creation.
+- Order roles deterministically by label and then code; do not add persisted role sort order.
+- Allow deletion only when no document-person link references the role.
+- Allow label changes regardless of whether the role is referenced.
+
+### 4. Prompt Maintenance
+
+- List prompt markdown files from the configured prompt directory.
+- View a prompt with a concise explanation of its purpose and use.
+- Edit an existing prompt as plain markdown text.
+- Validate the filename boundary and reject empty prompt content.
+- Save changes explicitly and report filesystem failures.
+- Preserve submission-time prompt text and hash already frozen on existing Jobs.
+- Edit existing prompt files only; prompt creation and deletion are excluded.
+- Save through a sibling temporary file, flush and sync file content, retain one previous-version backup, and atomically replace the active file.
+- Provide an explicit recovery operation that restores the retained backup through the same safe-write path; do not silently roll back a failed or unwanted edit.
+
+### 5. Deployment Boundary
+
+- Settings changes apply only to the current installation.
+- V4.3 adds no settings API endpoints.
+- Service contracts must remain independent of the UI so a separately authorized API can be considered later.
+
+## Out of Scope
+
+- Viewing or editing raw `.env` files.
+- Displaying or changing provider API keys and other secrets.
+- Editing host, port, database connection, upload paths, or other restart-sensitive runtime settings.
+- Arbitrary file browsing or arbitrary prompt paths.
+- Runtime theme/CSS editing.
+- Installing themes or plugins.
+- Source page renumbering or reordering.
+- Source movement between Documents.
+- Automatic ordering based on filenames, OCR, or image content.
+- Prompt creation, deletion, and multi-version history.
+- Persisted sort-order maintenance for Person Roles.
+- Settings read or write API endpoints.
+- FamilySearch API synchronization.
+- A generic external-reference registry.
+- Ancestry references and Google Maps links.
+
+## Locked Design Decisions
+
+### A. Registry Identity and Lifecycle
+
+- Document Types use UUID identity and case-insensitively unique labels; no separate code is exposed or stored.
+- Person Role codes remain stable identifiers.
+- Labels and active state remain mutable.
+- Historical references remain valid when a registry entry is inactive.
+- Labels may be updated for referenced and unreferenced entries.
+- Unreferenced entries may be deleted; referenced entries may only be deactivated.
+
+### B. No Raw Environment Editor
+
+- `.env` may contain secrets and values that are not safely reloadable.
+- V4.3 exposes only purpose-built forms backed by explicit validation and service methods.
+
+### C. Prompt Editing Is Constrained
+
+- Prompt maintenance is limited to direct children of the configured prompt directory.
+- Existing Job provenance is never rewritten when a prompt file changes.
+- The UI must distinguish editing the default for future submissions from inspecting historical Job prompts.
+
+### D. Prompt Writes Are Atomic and Recoverable
+
+- Writes use a sibling temporary file and atomic replacement so readers observe either the old or new complete prompt.
+- The immediately previous prompt version is retained as the sole backup.
+- Recovery is an explicit operator action and uses the same validated safe-write path.
+- Prompt creation and deletion are not available in V4.3.
+
+### E. Person Role Ordering Is Deterministic, Not Persisted
+
+- Person Roles are ordered by label and then stable code.
+- V4.3 does not add a `sort_order` field to Person Roles.
+- Document Types use alphabetical label ordering and have no persisted sort order.
+
+### F. Settings Are Installation-Local
+
+- V4.3 provides Settings through the local application UI and domain services only.
+- No settings API surface is introduced.
+
+## Data and Compatibility Policy
+
+- V4.3 does not rewrite existing Documents, document-person links, Jobs, Sources, execution evidence, or prompt provenance.
+- Deactivation preserves referenced registry entries for historical display while excluding them from default create selectors.
+- Deletion checks are performed at the service boundary and must fail deterministically when references exist.
+- Prompt files are constrained to existing Markdown files that are direct children of the configured prompt root.
+- Settings UI code performs no direct database, environment-file, or arbitrary filesystem mutations.
+- Source page numbering and ordering behavior is unchanged.
+
+## Acceptance Criteria
+
+1. Document Type UUID identity and Person Role stable codes preserve historical references.
+2. Inactive registry entries remain visible on historical records but are excluded from default create selectors.
+3. Labels can be changed for referenced or unreferenced registry entries.
+4. An unreferenced Document Type or Person Role can be deleted, while deletion of a referenced entry fails without partial mutation.
+5. Document Types use alphabetical label ordering; Person Roles use deterministic label/code ordering.
+6. Prompt edits are restricted to existing Markdown files directly beneath the configured prompt directory.
+7. Prompt saves use atomic replacement, retain exactly one previous-version backup, and support explicit recovery.
+8. A prompt edit affects future Jobs only and leaves stored Job provenance unchanged.
+9. No Settings page exposes secrets, unrestricted filesystem access, or a settings API.
+10. Focused service and UI tests pass without regressing V4.1 or V4.2 workflows.
+11. Database, integration, and UI tests use confirmed isolated test data and never modify `data/transcription.db`; potentially destructive tests run only through `tools/run_destructive_tests.py`.
+
+## Scope Freeze Gate
+
+V4.3 is sufficiently frozen to begin implementation:
+
+- V4.2 is the completed behavioral baseline.
+- Registry lifecycle and ordering behavior are resolved.
+- Prompt lifecycle, atomic-write, backup, and recovery behavior are resolved.
+- The installation-local deployment boundary is resolved.
+- The implementation plan is a committed delivery plan.
+
+## Related Local References
+
+- [V4.3 Implementation Plan](implementation_plan_v4_3.md)
+- [V4.2 Scope Boundary](../ver4.2/scope_boundary_v4_2.md)
+- [V4.1 Scope Boundary](../ver4.1/scope_boundary_v4_1.md)
+- [V4 Architecture](../ver4/architecture_v4.md)
+- [V4 Schema](../ver4/schema_v4.md)

docs/ver4.4/implementation_plan_v4_4.md

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+# Implementation Plan (Version 4.4)
+
+## Goal
+
+Deliver hidden semantic identity for built-in registries, a single atomic Linked People workflow, and safe browser-native printing of archival Documents and their current transcriptions.
+
+## Planning Constraints
+
+- V4.3 is the completed implementation baseline.
+- V4.4 may replace V4/V4.3 registry and document-person contracts only as specified by the V4.4 scope.
+- Semantic keys are internal and immutable; UI and public API contracts use UUIDs and labels.
+- Document and link edits must not partially commit.
+- Print output must not execute stored text or expose machine-local source paths.
+- Source page reordering remains excluded.
+- Database, integration, and UI tests must use confirmed isolated data and never modify `data/transcription.db`.
+- Potentially destructive tests must run only through `tools/run_destructive_tests.py`.
+
+## Expected Project Impact
+
+| Area | Expected impact |
+| --- | --- |
+| Models and schema bootstrap | Add nullable unique semantic keys, simplify document-person identity, and seed frozen built-ins. |
+| Document service | Maintain built-in Document Types, usage summaries, UUID assignment, and atomic Document/link writes. |
+| People service | Maintain built-in Person Roles, link summaries, UUID-only role assignment, and one-person-per-document enforcement. |
+| V4 document API | Remove role-code selectors and compatibility role fields; enforce UUID-only relationship writes. |
+| Settings UI | Use matching table workflows for Document Types and Person Roles. |
+| Document Create/Edit | Replace role-specific multiselects with one staged Linked People table and inline editor. |
+| Document Detail/printing | Add format selection, print preview, safe Source media rendering, print CSS, and job metadata. |
+| Tests and documentation | Replace superseded cardinality/identity assertions and add isolated registry, editor, transaction, and print coverage. |
+
+## Implementation Phases
+
+### 1. Align Durable Registry Contracts
+
+- Add nullable, unique `semantic_key` fields to `DocumentType` and `PersonRole`.
+- Keep UUIDs as primary and foreign-key identity.
+- Add normalized-label storage and uniqueness to Person Roles using the same trim and case-normalization policy as Document Types.
+- Remove the user-created Person Role code contract.
+- Define built-in detection as `semantic_key is not null`.
+- Centralize the frozen built-in definitions in one domain-owned location.
+- Seed six Document Types and three Person Roles idempotently.
+- Ensure label edits never change semantic keys.
+- Reject deletion of every built-in before checking references.
+- Continue blocking deletion of referenced custom entries.
+- Return deterministic validation, conflict, dependency, and not-found errors through existing error categories.
+
+### 2. Establish the Clean Schema
+
+- Remove legacy `DocumentPerson.role` compatibility storage and the fixed `DocumentPersonRole` enum.
+- Make `DocumentPerson.role_id` required.
+- Replace role-specific uniqueness with a unique `(document_id, person_id)` constraint.
+- Remove obsolete Document Type and Person Role migration paths that exist only for disposable development data.
+- Keep fresh schema creation and built-in seeding portable across SQLite and PostgreSQL.
+- Make configured development-database recreation a separate operator-confirmed step that displays the resolved target path rather than assuming `app.db` or `data/transcription.db`.
+- Never invoke recreation from application startup or test setup.
+- Add isolated schema tests for fresh creation, seed idempotence, semantic-key uniqueness, normalized-label uniqueness, required roles, and link uniqueness.
+
+### 3. Refine Registry Services and API Contracts
+
+- Add summary queries for Document counts and Person Role link counts without per-row queries.
+- Order both registries by normalized label with UUID as a deterministic tie-breaker.
+- Expose built-in status as a derived read value where the Settings UI needs it.
+- Keep semantic-key lookup behind service methods for application-owned behavior such as resolving authors.
+- Ensure create operations always produce custom entries with null semantic keys.
+- Ensure update operations accept only label and active state.
+- Remove `role_code` request alternatives and compatibility role responses from the V4 document API.
+- Require `role_id` for document-person creation and updates.
+- Add service and API tests for hidden semantic identity, relabeling, activation, built-in protection, custom deletion, counts, ordering, UUID-only writes, and conflicts.
+
+### 4. Build Matching Settings Tables
+
+- Retain the existing Document Types table workflow and add the Built-in column.
+- Replace the current per-row Person Role controls with the same selection-based table pattern.
+- Render the agreed columns and usage counts.
+- Keep labels as the only registry text shown in selectors.
+- Add creates custom entries only.
+- Edit dialogs expose label and active state only.
+- Delete reports protected-built-in and referenced-custom conflicts clearly.
+- Avoid direct persistence queries from the Settings page.
+- Add component-level UI assertions for columns, actions, label-only selectors, and immutable built-in presentation.
+
+### 5. Add a Staged Linked People Editor
+
+- Introduce a small typed UI-state model for staged `(person_id, role_id)` rows rather than storing raw widget values.
+- Share the editor component between Create Document and Edit Document.
+- Render a multi-selection table with Person and Role labels.
+- Add an inline editor whose mode is explicitly Add or Edit.
+- Disable already-linked People when adding; retain the edited Person as an option during Edit.
+- Require exactly one row for Edit and allow one or more rows for Delete.
+- Save and Delete mutate only staged UI state.
+- Cancel discards only the active inline edit.
+- Preserve inactive-role historical rows in Edit while restricting new assignments and changes to active roles.
+- Preserve `person_id` preselection by staging that Person with the active built-in `author` role, with warning behavior for invalid or unavailable selections.
+- Preserve the `return_to=jobs_new` success path.
+- Keep navigation to Person creation separate; V4.4 does not add an embedded Person editor.
+- Add UI tests for staging, duplicate prevention, selection rules, inactive roles, cancel behavior, and both Document forms.
+
+### 6. Persist Document and Links Atomically
+
+- Add service commands for Create Document with complete links and Update Document with complete links.
+- Validate Document Type, every Person, every Person Role, active assignment rules, and duplicate People before mutation.
+- Compute deterministic add, update, and remove deltas for Edit.
+- Apply Document and link mutations in one database transaction and commit once.
+- Roll back the complete operation on any validation, conflict, or persistence failure.
+- Return the persisted Document detail required by the UI after success.
+- Reuse these commands from UI orchestration rather than sequencing independent service commits.
+- Add failure-injection tests proving no partial Document or link mutation survives.
+
+### 7. Define a Print Projection
+
+- Add a read-only service projection containing:
+  - Document title and selected archival metadata.
+  - Authors resolved by the `author` semantic key.
+  - Notes.
+  - Ordered Sources with application media URLs and current transcription text.
+  - Ordered Job metadata.
+- Load the projection with bounded queries and deterministic ordering.
+- Use non-null `revised_text`, including an intentionally empty revision; otherwise fall back to `raw_transcription`.
+- Map empty or whitespace-only current text to the explicit unavailable state without falling back past an intentional revision.
+- Represent unavailable text and optional metadata explicitly.
+- Do not expose semantic keys, direct file paths, full prompts, provider evidence, or raw API responses.
+- Keep the projection independent of NiceGUI rendering so formatting tests can use plain typed values.
+
+### 8. Build Print Preview and Styles
+
+- Add a Print action to Document Detail.
+- Open a dedicated persisted-Document print route with a Facsimile/Text-only format choice.
+- Render the exact content order frozen in the scope.
+- Keep print metadata tables content-sized, with a non-wrapping label column and wider wrapping value columns.
+- Render stored Notes and transcription as escaped text.
+- For Text-only mode, normalize whitespace by joining single line breaks inside paragraphs while preserving blank-line paragraph boundaries.
+- For Facsimile mode, preserve line breaks and use a two-column Source layout.
+- Start each Facsimile Source on a new printed sheet with CSS page breaks.
+- Allow long transcription content to continue rather than clipping it.
+- Fetch images through an application-controlled Source media route.
+- Add print-only CSS that hides navigation, controls, and non-document chrome.
+- Invoke the browser print dialog only from an explicit user action.
+- Add rendering tests for both modes, missing data, long text, special characters, image URLs, and page ordering.
+
+### 9. Align Documentation and Verification
+
+- Update V4 architecture, requirements, schema, and Document UI contracts to reflect:
+  - UUID plus hidden semantic-key registries.
+  - Built-in protection.
+  - One Person per Document.
+  - UUID-only role API writes.
+  - Atomic Document/link synchronization.
+  - Browser-native print projection and formats.
+- Confirm every database, integration, and UI test target is isolated before execution.
+- Run focused registry and service tests first.
+- Run schema tests only through the destructive-test wrapper when they are potentially destructive.
+- Run Linked People UI and print rendering tests against isolated fixtures.
+- Run the broader non-external regression suite after focused coverage passes.
+- Verify that `data/transcription.db` was not changed by test execution.
+
+## Delivery Order
+
+1. Registry and clean-schema contracts.
+2. Registry services, API changes, and Settings tables.
+3. Atomic Document/link service commands.
+4. Shared staged Linked People editor.
+5. Print projection.
+6. Print preview and styles.
+7. Documentation alignment and regression verification.
+
+## Done Criteria
+
+- All V4.4 acceptance criteria are implemented and testable.
+- UI and API contracts use UUID identity and never expose semantic keys.
+- Built-in registries retain meaning after relabeling and cannot be deleted.
+- Custom registries retain reference-aware deletion.
+- Both Document forms use one Linked People table.
+- One Person cannot be linked twice to the same Document.
+- Main Document saves are atomic across fields and relationships.
+- Print preview provides both frozen formats and content sections.
+- Print output uses current human-preferred text, deterministic ordering, escaped content, and application media URLs.
+- Job metadata lists every Job oldest-to-newest and ends with Status.
+- Source page reordering and server-generated PDFs are not introduced.
+- Verification uses isolated data and does not modify `data/transcription.db`.
+
+## Related Local References
+
+- [V4.4 Scope Boundary](scope_boundary_v4_4.md)
+- [V4.3 Scope Boundary](../ver4.3/scope_boundary_v4_3.md)
+- [V4.3 Implementation Plan](../ver4.3/implementation_plan_v4_3.md)
+- [V4 Architecture](../ver4/architecture_v4.md)
+- [V4 Schema](../ver4/schema_v4.md)
+- [V4 Requirements](../ver4/requirements_v4.md)
+- [V4 Error Handling Policy](../ver4/error_handling_v4.md)

docs/ver4.4/scope_boundary_v4_4.md

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+# V4.4 Scope Boundary
+
+This document defines the frozen boundary for the semantic-registry, linked-people, and document-printing revision that follows the completed V4.3 Settings work. V4 through V4.3 remain the architecture and behavioral baseline except where this document explicitly replaces a registry or document-person contract.
+
+## Purpose
+
+- Keep registry identifiers stable without exposing duplicate machine codes in Settings tables or selectors.
+- Replace role-specific person selectors with one coherent Linked People editor.
+- Provide an archival print view containing document metadata, source pages, current transcription text, and transcription-job metadata.
+
+## In Scope
+
+### 1. Semantic Registry Identity
+
+- `DocumentType` and `PersonRole` use UUIDs as their canonical record and relationship identity.
+- Both registries may carry a nullable, unique, immutable `semantic_key` used only for application-defined built-ins.
+- Semantic keys are internal implementation details. Settings tables, selectors, and public API payloads do not display or accept them.
+- Labels are trimmed, case-insensitively unique, editable, and used for all user-facing display.
+- Active state remains editable. Inactive entries remain valid for historical records and are excluded from default assignment selectors.
+- Built-in status is derived from the presence of a semantic key and is displayed as a read-only Yes/No value.
+- Built-in entries cannot be deleted or converted to custom entries.
+- Custom entries have no semantic key and may be deleted only when unreferenced.
+- Users may create custom entries but cannot create, change, or assign semantic keys through the UI or API.
+
+### 2. Built-In Document Types
+
+- Seed these built-in semantic keys and initial labels:
+
+| Semantic key | Initial label |
+| --- | --- |
+| `book` | Book |
+| `letter` | Letter |
+| `postcard` | Postcard |
+| `photo` | Photo |
+| `journal` | Journal |
+| `form` | Form |
+
+- The Document Types Settings table contains Select, Label, Documents, Active, and Built-in columns.
+- Document Types are ordered alphabetically by normalized label.
+- Add, Edit, and Delete actions operate on table selection.
+- Add creates a custom type. Edit changes only label and active state.
+- The Documents count is the number of Documents referencing the type.
+- Document Type selectors display labels only and submit UUIDs.
+
+### 3. Built-In Person Roles
+
+- Seed these built-in semantic keys and initial labels:
+
+| Semantic key | Initial label |
+| --- | --- |
+| `author` | Author |
+| `recipient` | Recipient |
+| `mentioned` | Mentioned |
+
+- Application behavior that requires authorship resolves the built-in `author` semantic key rather than matching a mutable label.
+- The Person Roles Settings table contains Select, Label, Links, Active, and Built-in columns.
+- Person Roles are ordered alphabetically by normalized label.
+- Add, Edit, and Delete actions operate on table selection.
+- Add creates a custom role. Edit changes only label and active state.
+- The Links count is the number of document-person relationships referencing the role.
+- Person Role selectors display labels only and submit UUIDs.
+
+### 4. Linked People Editor
+
+- Replace the separate role-specific person selectors on both Create Document and Edit Document with one Linked People table.
+- The table contains Select, Person, and Role columns.
+- Add opens an inline editor beneath the table with Person and Person Role selectors.
+- Edit requires exactly one selected row and loads it into the inline editor.
+- Save stages the inline addition or edit in the table.
+- Cancel exits the inline editor without changing the staged link set.
+- Delete stages removal of one or more selected rows.
+- A Person may be linked to a Document only once, regardless of role.
+- Every link has exactly one Person Role.
+- Already-linked People are unavailable when adding another row.
+- Existing links using inactive roles remain visible and unchanged unless explicitly edited.
+- Only active roles are available for new links or role changes.
+- Create Document preserves the existing `person_id` preselection workflow by staging that Person with the active built-in `author` role. An invalid Person or unavailable Author role produces a warning rather than an invalid link.
+- Create Document preserves the existing `return_to=jobs_new` success path.
+- Linked People changes remain staged until the main Create Document or Save Changes action.
+- The Document and its complete staged link set are persisted atomically. A conflict or validation failure leaves both unchanged.
+- The API and service contracts identify roles by `role_id`; role-code selectors and compatibility role strings are removed.
+- Persistence enforces uniqueness on `(document_id, person_id)`.
+
+### 5. Document Print View
+
+- Add a Print action to Document Detail.
+- The action opens a dedicated print-preview page for the persisted Document.
+- The preview offers two formats:
+  - **Facsimile:** source image on the left and current transcription on the right. Original transcription line breaks are preserved, and each Source begins on a new printed sheet.
+  - **Text only:** no source images. Single line breaks inside a paragraph are reflowed as spaces, while blank-line paragraph boundaries remain.
+- Both formats use browser printing through a dedicated print stylesheet and the browser print dialog.
+- Server-generated PDF files are not part of V4.4; users may select the browser's Save as PDF destination.
+- Sources are ordered by existing `page_number`, with UUID as a deterministic tie-breaker.
+- The current transcription for each Source is the non-null `revised_text`, including an intentionally empty revision, otherwise the latest successful machine-output projection in `raw_transcription`.
+- Empty or whitespace-only current text displays the explicit unavailable message rather than falling back past an intentional revision.
+- A Source with no current transcription displays an explicit unavailable message.
+- Transcription and Notes content is treated as text and escaped; model output is not executed as arbitrary HTML.
+- Facsimile images use an application-controlled Source media route. Generated markup does not expose direct machine-local file paths.
+
+### 6. Printed Content Contract
+
+The print view contains, in this order:
+
+1. Document title using the Document name.
+2. Archival Metadata table:
+   - Author, containing People linked through the built-in `author` role.
+   - Document Type.
+   - Date.
+   - Location Created.
+   - Archival Identifier.
+3. Notes.
+4. Document section containing one numbered section per Source.
+5. Transcription Job Metadata table.
+
+Empty metadata values remain visible as `Not set`. Empty Notes display `No notes recorded`.
+
+The job metadata table:
+
+- Lists field names in the first column and adds one column for every Job associated with the Document.
+- Orders Job columns from oldest to newest by creation date, then UUID.
+- Includes every Job status: `queued`, `processing`, `transcribed`, `completed`, `partial_success`, and `failed`.
+- Contains these rows in order:
+  - Job ID.
+  - Date, using the Job creation/submission timestamp with timezone.
+  - Provider.
+  - Model.
+  - Prompt, using the frozen prompt filename/name rather than full prompt content.
+  - Retry Count.
+  - Status as the final row.
+- Displays `Not set` for unavailable optional metadata.
+
+### 7. Clean Development Schema
+
+- V4.4 does not require preservation or migration of rows in the operator-configured development database.
+- Implementation may recreate the configured development database, including `data/transcription.db` when it is the explicitly selected target, only through a separate operator-confirmed action that identifies the resolved path. Startup and test execution never delete it automatically.
+- Fresh schema creation seeds the agreed built-in Document Types and Person Roles idempotently.
+- No test may use, modify, replace, or restore `data/transcription.db`.
+- Database, integration, and UI tests use confirmed isolated databases.
+- Potentially destructive tests run only through `tools/run_destructive_tests.py`.
+
+## Out of Scope
+
+- User creation, editing, deletion, or direct display of semantic keys.
+- Treating custom registry entries as built-ins.
+- Additional built-in Document Types or Person Roles beyond the frozen lists.
+- Assigning more than one role to the same Person on the same Document.
+- Preserving multiple historical links that violate the new one-person-per-document constraint.
+- Source page renumbering or reordering.
+- Printing unsaved Create/Edit Document state.
+- Print actions on Job Detail or other pages.
+- Batch printing multiple Documents.
+- Server-side PDF generation or PDF file storage.
+- Markdown, DOCX, or evidence-package export through the print feature.
+- User-editable print templates, fonts, margins, headers, or footers.
+- Full frozen prompt content, prompt hashes, transport evidence, API responses, or execution-attempt details in the print footer.
+- Rendering transcription text as unrestricted Markdown or HTML.
+- Pixel-identical pagination across browsers and printer drivers.
+
+## Locked Design Decisions
+
+### A. UUID Identifies the Row; Semantic Key Identifies Built-In Meaning
+
+- UUIDs remain the only relationship and API identity.
+- A hidden semantic key permits reliable built-in behavior after a label is renamed.
+- Mutable labels are never used to infer built-in meaning.
+
+### B. Built-Ins Are Protected but Mutable in Presentation
+
+- Built-in labels and active state may change.
+- Built-in semantic identity cannot change, and built-ins cannot be deleted.
+- Custom entries remain reference-aware and deletable when unreferenced.
+
+### C. Linked People Is a Single-Role Relationship
+
+- One `(document_id, person_id)` row represents the complete relationship.
+- Changing a role updates that row rather than adding another relationship.
+- The main Document save owns one atomic Document-and-links transaction.
+
+### D. Printing Uses the Current Human-Preferred Text
+
+- Human-revised text takes precedence over the latest successful machine-output projection.
+- Job metadata provides processing context but does not claim that a later human revision is raw output from a listed Job.
+
+### E. Printing Is Browser-Native
+
+- A print-specific HTML view and CSS support physical printing and browser Save as PDF.
+- Source media is served through application-controlled routes, and all textual content is escaped.
+
+### F. Source Order Is Read-Only in V4.4
+
+- Print order follows existing page numbers.
+- Source page reordering remains explicitly excluded.
+
+## Acceptance Criteria
+
+1. Registry selectors and Settings forms never display a machine code or semantic key.
+2. Document Types and Person Roles use UUID relationship identity and case-insensitively unique labels.
+3. The six Document Type and three Person Role built-ins are seeded with immutable internal semantic keys.
+4. Built-ins may be relabeled or disabled but cannot be deleted.
+5. Unreferenced custom entries may be deleted; referenced custom entries may only be relabeled or disabled.
+6. Settings tables show the agreed columns, alphabetical label order, usage counts, and selection-based actions.
+7. Create and Edit Document use one Linked People table with inline staged Add/Edit/Save/Cancel and multi-row Delete.
+8. The same Person cannot be staged or persisted twice for one Document, even under different roles.
+9. Document fields and Linked People changes commit atomically.
+10. Historical inactive roles remain displayable, while only active roles are assignable.
+11. Document Detail opens a print preview with Facsimile and Text-only formats.
+12. Print pages use current revised text when available and deterministic Source ordering.
+13. Printed archival metadata resolves authors through the hidden `author` semantic key after any label change.
+14. The job table contains one oldest-to-newest column per Job and ends with the Status row.
+15. Print output escapes stored text and does not disclose direct local source paths.
+16. Source reordering, server PDF generation, and print-template editing are absent.
+17. Database, integration, and UI verification uses isolated test data and never modifies `data/transcription.db`.
+
+## Scope Freeze Gate
+
+V4.4 is sufficiently frozen to begin implementation:
+
+- Built-in registry identity, membership, lifecycle, display, and selector behavior are resolved.
+- Linked People selection, editing, uniqueness, inactive-role, staging, and transaction behavior are resolved.
+- Print entry point, formats, content order, transcription precedence, page order, job metadata, and output mechanism are resolved.
+- Clean development-schema and destructive-test boundaries are resolved.
+- Source page reordering remains excluded.
+
+Any expansion of the built-in catalogs, relationship cardinality, print formats, export formats, or print customization requires an explicit V4.4 scope amendment or a later revision.
+
+## Related Local References
+
+- [V4.4 Implementation Plan](implementation_plan_v4_4.md)
+- [V4.3 Scope Boundary](../ver4.3/scope_boundary_v4_3.md)
+- [V4.3 Implementation Plan](../ver4.3/implementation_plan_v4_3.md)
+- [V4 Architecture](../ver4/architecture_v4.md)
+- [V4 Schema](../ver4/schema_v4.md)
+- [V4 Requirements](../ver4/requirements_v4.md)

docs/ver4.5/implementation_plan_v4_5.md

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+# Implementation Plan (Version 4.5)
+
+## Goal
+
+Normalize metadata-directed image orientation for provider input, improve transcription-medium instructions and deterministic quality warnings, and support user-initiated single-Source retranscription with approved alternate models and explicit candidate promotion.
+
+## Planning Status
+
+- V4.4 is the completed implementation baseline.
+- The V4.5 scope is frozen and sufficiently detailed to begin implementation.
+- Scope additions require an explicit amendment or a later revision.
+
+## Planning Constraints
+
+- Original uploaded Source files remain immutable.
+- Provider input must remain traceable to the original Source and any normalized derivative.
+- Normalization is limited to recognized orientation metadata; no enhancement pipeline is introduced.
+- Quality warnings never mutate transcription text or trigger paid requests automatically.
+- Retranscription creates new immutable Job and execution evidence.
+- A retranscription result remains a candidate until explicitly promoted.
+- Human revision remains separate from and takes precedence over machine selection.
+- Provider work occurs outside database transactions.
+- Database, integration, and UI tests use confirmed isolated data and never modify `data/transcription.db`.
+- Potentially destructive tests run only through `tools/run_destructive_tests.py`.
+
+## Expected Project Impact
+
+| Area | Expected impact |
+| --- | --- |
+| Configuration | Add a validated provider-model allowlist while retaining one default model. |
+| Image processing | Add metadata-directed orientation normalization and model-input artifact creation. |
+| Evidence model | Link each request to the exact model-input artifact and record preferred machine-attempt provenance. |
+| Prompt contract | Add explicit body-medium classification and structured-layout rules. |
+| Quality service | Add deterministic, non-mutating warnings for known output defects. |
+| Job creation | Support a Source-locked retranscription Job and approved model selection. |
+| Worker workflows | Preserve candidates without automatically replacing preferred machine text. |
+| Source Detail | Add Retranscribe Source, candidate summaries, comparison, promotion, and normalization indicators. |
+| Tests and documentation | Add isolated normalization, configuration, warning, retranscription, promotion, and UI coverage. |
+
+## Implementation Phases
+
+### 1. Align Configuration Contracts
+
+- Add `provider_models` as an immutable validated collection in Settings.
+- Parse `PROVIDER_MODELS` using the standard Pydantic-settings JSON representation.
+- Preserve `PROVIDER_MODEL` as the default.
+- If the allowlist is omitted, derive a one-entry list from the default.
+- Normalize whitespace, reject empty values, and deduplicate while preserving the relative order of non-default values.
+- Ensure the default appears exactly once and first in the effective selector order.
+- Validate a submitted model against the allowlist in the service or workflow boundary, not only in the UI.
+- Document `.env.example` behavior without adding real credentials.
+- Add configuration tests for omitted, valid, duplicate, malformed, and empty model lists.
+
+### 2. Define Orientation-Normalized Artifacts
+
+- Reuse `ProcessingArtifact` for the model-input derivative and transformation metadata.
+- Define a versioned orientation-normalization artifact schema containing:
+  - Original Source identity and digest.
+  - Original orientation value.
+  - Applied rotation.
+  - Original and derivative dimensions, media types, byte sizes, and digests.
+  - Processor name and version.
+- Add one domain-owned orientation-normalization service or adapter; keep image-library details out of UI and provider modules.
+- Apply recognized metadata orientation physically to raster pixels.
+- Reset or remove orientation metadata on the derivative.
+- Store derivatives under application-managed artifact storage with safe relative references.
+- Avoid creating a derivative when no supported transformation is required.
+- Return a typed provider-input reference that identifies whether the request uses the original or a derivative.
+- Never mutate or delete the original Source as part of normalization.
+
+### 3. Integrate Normalization with Provider Input
+
+- Resolve the exact model input before constructing the request manifest.
+- Use the normalized derivative when orientation metadata requires it; otherwise use the original Source.
+- Extend the existing `SourceEvidenceReference` or associated artifact reference so the manifest identifies:
+  - Original Source.
+  - Derivative artifact when present.
+  - Transformation schema and digest.
+- Ensure normalization completes and persists before provider network work begins.
+- Bind the immutable model-input artifact reference to the exact ExecutionAttempt that consumed it before terminal attempt persistence completes.
+- If normalized bytes are reused, retain attempt-specific association while preserving one content identity and digest.
+- If normalization fails, do not send a provider request.
+- Preserve safe failure evidence and an actionable error category.
+- Confirm provider payload loading and evidence hashing read the same resolved bytes.
+
+### 4. Revise the Transcription Prompt
+
+- Align the prompt with the durable medium rules in `docs/invariant/transcription_methodology.md`.
+- Add the four frozen document-body markers.
+- Define operational differences among handwritten, typewritten, typeset, and mixed content.
+- State that mechanical typewriter variation is not handwriting.
+- Require exactly one body marker.
+- Prohibit repeated whole-line handwriting wrappers after a whole-body handwritten marker.
+- Permit localized handwriting markers only for actual annotations, signatures, or mixed-body portions.
+- Add layout instructions for tables of contents, tables, forms, columns, captions, marginalia, page numbers, dotted leaders, and associated references.
+- Require plain-text characters rather than HTML entities.
+- Retain verbatim, uncertainty, damage, deletion, insertion, and line-break-hyphenation rules.
+- Update prompt fixtures and prompt-hash expectations without rewriting historical Job prompt evidence.
+
+### 5. Add Deterministic Quality Analysis
+
+- Introduce a small typed warning model with stable warning codes and human-readable detail.
+- Analyze successful output without modifying it.
+- Implement warnings for:
+  - Unicode replacement characters.
+  - Multiple document-body markers.
+  - Whole-body handwritten plus repeated line-level handwriting wrappers.
+  - Likely unresolved HTML entities.
+- Keep warning rules deterministic and provider-independent.
+- Persist warnings once as an immutable, versioned `ProcessingArtifact` tied to the successful ExecutionAttempt.
+- Source Detail renders stored warnings and never recomputes historical attempts under newer warning rules.
+- Make warning analysis idempotent and versioned so newer rules apply only to newly analyzed attempts unless a separate future reanalysis workflow is introduced.
+- Do not implement confidence scoring or automatic retries.
+
+### 6. Model Retranscription and Selection State
+
+- Add a durable Job purpose or equivalent discriminator for normal transcription versus Source retranscription.
+- Ensure a retranscription Job contains exactly one JobSource for the locked Source.
+- Add durable preferred-machine-attempt provenance for each Source.
+- Retain `Source.raw_transcription` as the preferred-machine-text projection for compatibility.
+- Define legacy behavior for Sources whose current projection predates ExecutionAttempt provenance.
+- On the first successful result with no preferred machine output, select the successful attempt automatically regardless of Job purpose.
+- Once preferred provenance exists, preserve every later successful result as an unselected candidate regardless of Job purpose.
+- Prevent normal and retranscription workflows from writing `Source.raw_transcription` directly when preferred provenance already exists.
+- Add a promotion command that:
+  - Loads the Source and successful ExecutionAttempt.
+  - Verifies ownership and successful text.
+  - Updates preferred-attempt provenance and `Source.raw_transcription` in one transaction.
+  - Leaves `Source.revised_text` and all attempts unchanged.
+- Reject failed, unrelated, missing, or textless candidates deterministically.
+
+### 7. Add the Retranscribe Source Workflow
+
+- Add a Source Detail **Retranscribe Source** action.
+- Navigate to Create Processing Job with an explicit `source_id` query parameter.
+- Load the Source and derive its Document server-side.
+- Render Source identity and filename as locked context.
+- Render Provider from Settings as read-only.
+- Render Model as a selector using the effective allowlist and default.
+- Reuse the frozen default prompt unless a later scope addition explicitly allows prompt selection.
+- Create a new queued retranscription Job and one pending JobSource atomically.
+- Notify the worker only after the transaction commits.
+- Preserve current preferred machine text and human revision throughout queueing, processing, success, and failure.
+- Return to the new Job Detail after successful creation.
+
+### 8. Adapt Worker Success Semantics
+
+- Select the first successful result automatically for Sources without preferred machine output, including a successful retranscription after earlier failures.
+- For every later success, persist JobSource and ExecutionAttempt text without replacing the Source projection, regardless of normal or retranscription Job purpose.
+- Run deterministic quality analysis after successful normalization of provider output.
+- Persist candidate warnings with the attempt.
+- Keep all terminal Job status and execution evidence updates atomic according to the existing workflow boundary.
+- Ensure a failed retranscription cannot clear or change preferred machine text.
+
+### 9. Build Candidate Review and Promotion UI
+
+- Extend Source Detail with concise machine-output sections:
+  - Preferred machine transcription.
+  - Human revision.
+  - Candidate machine transcriptions.
+- List candidates with creation date, provider, model, Job ID, status, and warning indicator.
+- Default to a compact candidate list; do not render every full transcript simultaneously.
+- When no successful machine result exists, render an explicit empty state without comparison controls.
+- When preferred output exists without candidates, render an explicit no-candidates state.
+- Allow one candidate to be opened for comparison with the preferred machine transcription.
+- Label both sides with provider, model, Job ID, and date.
+- Add **Use this transcription** only for a successful unselected candidate.
+- Require explicit confirmation before promotion.
+- After promotion, refresh Source Detail and retain the former preferred result in attempt history.
+- If a human revision exists, explain that promotion changes machine selection but not the human-preferred displayed/printed text.
+- When orientation normalization occurred, show a compact indicator and link to transformation evidence; do not require routine side-by-side image display.
+
+### 10. Align API and Service Contracts
+
+- Keep arbitrary provider and model identifiers out of public write contracts.
+- If an API is added for retranscription, accept Source UUID and one configured model identifier and validate both server-side.
+- If an API is added for promotion, accept Source UUID and ExecutionAttempt UUID and validate their relationship.
+- Return stable validation, conflict, not-found, provider, and persistence errors through the existing taxonomy.
+- Keep filesystem paths, raw credentials, and unrestricted artifact references out of responses.
+
+### 11. Verification
+
+- Add pure unit tests for:
+  - Orientation metadata interpretation.
+  - No-op versus transformed input selection.
+  - Derivative metadata and hashing.
+  - Model allowlist normalization.
+  - Prompt marker rules.
+  - Every quality-warning code.
+- Add isolated service and workflow tests for:
+  - Original Source immutability.
+  - Normalization failure before provider invocation.
+  - Request manifests referencing exact provider-input bytes.
+  - Single-Source retranscription Job creation.
+  - Candidate preservation.
+  - Initial automatic selection.
+  - Explicit candidate promotion.
+  - Atomic rollback on invalid promotion.
+  - Human revision preservation.
+- Add UI tests for:
+  - Retranscribe Source navigation.
+  - Locked Source and Document context.
+  - Read-only Provider and allowlisted Model selector.
+  - Candidate list, warnings, comparison, confirmation, and promotion.
+  - Normalization indicator without mandatory image comparison.
+- Use fixed image fixtures with known EXIF orientation and hashes.
+- Use fake providers only; no focused or regression test sends an external provider request.
+- Confirm all database, integration, and UI targets use isolated databases.
+- Run potentially destructive schema tests only through `tools/run_destructive_tests.py`.
+- Run the broader non-external regression suite after focused coverage passes.
+- Verify that `data/transcription.db` and curated Source files were not changed by test execution.
+
+### 12. Align Authoritative Documentation
+
+- Update V4 architecture, requirements, and schema for:
+  - Original versus model-input artifacts.
+  - Preferred machine-attempt provenance.
+  - Retranscription Job purpose.
+  - Candidate and promotion semantics.
+  - Quality-warning evidence.
+- Update Source and Job UI contracts after implementation behavior is accepted.
+- Update the transcription methodology and evidence invariant only where V4.5 establishes a durable cross-version rule.
+- Keep historical prompt and execution evidence immutable.
+
+## Delivery Order
+
+1. Configuration and model allowlist.
+2. Orientation artifact schema and normalization adapter.
+3. Provider-input and evidence integration.
+4. Prompt revision and deterministic warning analysis.
+5. Retranscription and preferred-attempt persistence.
+6. Worker candidate semantics.
+7. Retranscription creation UI.
+8. Candidate comparison and promotion UI.
+9. Authoritative documentation and regression verification.
+
+## Done Criteria
+
+- All frozen V4.5 acceptance criteria are implemented and testable.
+- EXIF-oriented images are physically upright for provider processing while originals remain byte-for-byte unchanged.
+- Every provider request identifies its exact original and normalized inputs.
+- The prompt classifies body medium consistently and avoids redundant handwriting wrappers.
+- Quality defects produce deterministic warnings without silent rewriting or automatic cost.
+- Source Detail can create one-Source retranscription Jobs using configured alternate models.
+- Retranscription results remain candidates until explicitly promoted.
+- Promotion updates exact preferred-attempt provenance and the compatibility projection atomically.
+- Human revisions remain unchanged and retain display/print precedence.
+- Previous Jobs and attempts remain immutable and inspectable.
+- No manual image editor, visual orientation inference, confidence percentage, automatic retry, or arbitrary model entry is introduced.
+- Verification uses isolated data, fake providers, and does not modify `data/transcription.db` or curated Source files.
+
+## Related Local References
+
+- [V4.5 Scope Boundary](scope_boundary_v4_5.md)
+- [V4.4 Scope Boundary](../ver4.4/scope_boundary_v4_4.md)
+- [V4.4 Implementation Plan](../ver4.4/implementation_plan_v4_4.md)
+- [V4.2 Evidence and Provenance Scope](../ver4.2/scope_boundary_v4_2.md)
+- [V4 Architecture](../ver4/architecture_v4.md)
+- [V4 Schema](../ver4/schema_v4.md)
+- [V4 Requirements](../ver4/requirements_v4.md)
+- [V4 Error Handling Policy](../ver4/error_handling_v4.md)
+- [Transcription Methodology](../invariant/transcription_methodology.md)
+- [AI Evidence and Provenance Invariant](../invariant/ai_evidence_and_provenance.md)

docs/ver4.5/scope_boundary_v4_5.md

@@ -0,0 +1,226 @@
+# V4.5 Scope Boundary
+
+This document defines the frozen boundary for transcription input normalization and selective transcription-quality improvement after the completed V4.4 revision. V4 through V4.4 remain the architecture and behavioral baseline except where this document explicitly changes Source processing, transcription selection, or Source Detail behavior.
+
+## Purpose
+
+- Ensure model inputs are physically upright when curated image files rely on orientation metadata.
+- Distinguish typewritten, typeset, handwritten, and mixed document bodies consistently.
+- Let the user selectively retranscribe an unsatisfactory Source with an approved alternate vision model.
+- Preserve every machine result while allowing the user to choose which result is the preferred machine transcription.
+
+## In Scope
+
+### 1. Metadata-Driven Orientation Normalization
+
+- The original uploaded Source remains immutable archival evidence.
+- Before a supported raster image is sent to a transcription provider, the application reads recognized orientation metadata.
+- When the metadata requires rotation, the application creates a physically upright model-input derivative and resets or removes the derivative's orientation metadata.
+- The provider receives the normalized derivative rather than upside-down stored pixels.
+- When no supported orientation transformation is required, the original Source may remain the provider input.
+- The derivative records:
+  - Source UUID.
+  - Original and derivative SHA-256 digests and byte sizes.
+  - Original and derivative dimensions and media types.
+  - Applied orientation transformation.
+  - Transformation implementation and version.
+  - Creation timestamp.
+- The derivative uses the existing processing-artifact and evidence architecture rather than replacing the Source file.
+- PDF orientation, visual orientation inference, manual rotation controls, deskewing, cropping, contrast changes, and general image enhancement are not part of V4.5.
+
+### 2. Transcription Medium Contract
+
+- The durable document-medium rules are defined in the cross-version [Transcription Methodology](../invariant/transcription_methodology.md).
+- The transcription prompt distinguishes these document-body media:
+  - `[document body handwritten]`
+  - `[document body typewritten]`
+  - `[document body typeset]`
+  - `[document body mixed]`
+- A typewriter's uneven impressions, monospaced characters, or mechanical defects do not by themselves indicate handwriting.
+- The transcript contains exactly one applicable document-body marker.
+- A wholly handwritten body uses the one body marker rather than wrapping every line in `[handwritten: ...]`.
+- Typewritten and typeset bodies do not use handwriting wrappers unless a genuinely handwritten annotation or signature appears.
+- A mixed body may use localized handwriting markers only for the handwritten portions.
+- Stored transcription output remains plain text. Model-generated HTML entities are not required for ordinary characters.
+- The prompt includes layout guidance for tables of contents, tables, forms, columns, captions, marginalia, page numbers, dotted leaders, and associated page references.
+- Line-break hyphenation rules continue to preserve intentional hyphens while rejoining words split only by line wrapping.
+
+### 3. Quality Warnings
+
+- The application evaluates successful machine output for deterministic warning conditions, including:
+  - Unicode replacement characters such as `�`.
+  - A whole-body handwritten marker combined with repeated whole-line handwriting wrappers.
+  - More than one document-body medium marker.
+  - Unresolved HTML entities in otherwise plain transcription text.
+- Warnings do not silently rewrite model output.
+- Warnings do not automatically trigger another paid provider request.
+- Source Detail displays warnings with the relevant machine result so the user can decide whether to revise or retranscribe it.
+- V4.5 does not assign or display a transcription-confidence percentage. Provider self-assessments and token probabilities are not treated as calibrated transcription confidence.
+
+### 4. Source Retranscription Entry Point
+
+- Source Detail adds a **Retranscribe Source** action.
+- The action opens Create Processing Job with the Source preselected and locked.
+- The Source's existing Document is derived from its relationship and cannot be changed in this flow.
+- The new Job contains a `JobSource` only for the selected Source; it does not retranscribe every Source in the Document.
+- Provider is populated from the configured `PROVIDER` value and is read-only while only one provider is configured.
+- Model is selected from an operator-configured allowlist.
+- The configured default model is initially selected.
+- Creating the Job freezes the selected provider, model, prompt, prompt hash, parameters, and Source evidence according to the existing provenance contract.
+- Retranscription creates a new Job and new execution evidence. It does not reuse, mutate, or erase a previous Job.
+
+### 5. Configured Vision-Model Allowlist
+
+- `PROVIDER_MODEL` remains the default transcription model.
+- `PROVIDER_MODELS` defines the models available in the Create Processing Job model selector.
+- The environment representation is a JSON array, for example:
+
+```dotenv
+PROVIDER=openrouter
+PROVIDER_MODEL=google/gemini-2.5-flash
+PROVIDER_MODELS=["google/gemini-2.5-flash","google/gemini-2.5-pro","anthropic/claude-sonnet-4"]
+```
+
+- If `PROVIDER_MODELS` is omitted, the selector contains only `PROVIDER_MODEL`.
+- The default model appears exactly once and first; remaining configured models retain their relative order.
+- Empty, malformed, or duplicate values produce deterministic configuration validation.
+- The UI never accepts an arbitrary model identifier outside the configured allowlist.
+- The allowlist controls availability, not claims of quality, price, or provider compatibility. The operator is responsible for configuring models supported by the selected provider.
+
+### 6. Candidate Machine Transcriptions
+
+- The first successful transcription becomes preferred automatically whenever the Source has no preferred machine output, regardless of whether it came from an initial or retranscription Job.
+- Once a Source has a preferred machine transcription, every later successful result is stored as a candidate regardless of Job purpose and cannot replace the preferred result automatically.
+- Every candidate remains associated with its immutable Job, JobSource, ExecutionAttempt, provider, model, prompt, parameters, timestamps, warnings, and normalized-input evidence.
+- Source Detail presents:
+  - The current preferred machine transcription.
+  - Available successful candidates with date, provider, model, Job ID, and warning state.
+  - A comparison between the current preferred machine transcription and one selected candidate.
+  - A **Use this transcription** action for a successful candidate.
+- Before any successful result exists, Source Detail displays an explicit no-machine-transcription state.
+- When a preferred result exists but no candidates exist, Source Detail omits comparison controls and displays an explicit no-candidates state.
+- Promoting a candidate:
+  - Verifies that the successful execution belongs to the Source.
+  - Records the selected execution as the preferred machine-output provenance.
+  - Updates `Source.raw_transcription` as the preferred-machine-text projection.
+  - Does not modify `Source.revised_text`.
+  - Does not delete or alter any previous machine result.
+- If a human revision exists, it remains the current human-preferred text used by normal display and printing after a machine candidate is promoted.
+
+### 7. Evidence and Failure Behavior
+
+- The original Source and every normalized derivative are content-addressed and traceable.
+- Every provider request identifies the exact original Source and model-input artifact used.
+- Every execution attempt records the exact immutable model-input artifact it consumed, including when normalized bytes are reused.
+- Every retranscription attempt follows the V4.2 immutable execution-attempt contract.
+- A normalization failure prevents the provider request and produces an explicit actionable error.
+- A provider or persistence failure leaves the current preferred machine transcription and human revision unchanged.
+- Candidate promotion is atomic: provenance selection and the preferred-machine-text projection either both commit or both remain unchanged.
+- Provider network work occurs outside database transactions.
+
+### 8. Source Detail Terminology
+
+- **Original Source** means the immutable uploaded file.
+- **Model input** means the original Source or normalized derivative actually sent to the provider.
+- **Machine attempt** means one immutable provider execution.
+- **Candidate transcription** means a successful machine result not currently selected as preferred.
+- **Preferred machine transcription** means the selected machine result projected through `Source.raw_transcription`.
+- **Human revision** means `Source.revised_text`, which remains independent of every machine result.
+- These distinctions use concise labels and progressive disclosure; routine satisfactory Sources do not display a mandatory side-by-side original/normalized image comparison.
+- When normalization occurred, Source Detail displays an orientation-normalized indicator and makes transformation evidence inspectable through the existing evidence UI.
+
+## Out of Scope
+
+- Manual image rotation or image-editing controls.
+- Visual orientation detection when metadata is absent or incorrect.
+- Deskewing, cropping, contrast normalization, denoising, sharpening, or restoration.
+- Replacing or modifying original Source files.
+- Automatically retranscribing every Source.
+- Automatic provider retries triggered by quality warnings.
+- Arbitrary model identifiers entered by users.
+- Multiple provider selection in the UI.
+- Model benchmarking, pricing recommendations, or automatic model ranking.
+- A provider-independent transcription-confidence percentage.
+- Silent cleanup or rewriting of model output.
+- Deleting unsuccessful, superseded, or unselected machine attempts.
+- Promoting a machine candidate over a human revision.
+- Source page renumbering or reordering.
+
+## Locked Design Decisions
+
+### A. Curated Originals Remain Authoritative
+
+- V4.5 corrects metadata-directed orientation only for model processing.
+- The archival upload is never replaced by the normalized derivative.
+
+### B. Orientation Is Automatic and Metadata-Driven
+
+- No manual orientation workflow is introduced.
+- V4.5 does not guess orientation from page content.
+
+### C. Selective Retranscription Replaces Automatic Escalation
+
+- The normal default model remains efficient for satisfactory Sources.
+- The user explicitly chooses when an alternate approved model is worth another provider request.
+- Quality warnings inform that choice but never incur cost automatically.
+
+### D. Retranscription Produces Candidates
+
+- Alternate results remain immutable and comparable.
+- The user explicitly promotes the preferred machine result.
+- Human revision remains a separate, higher-precedence layer.
+
+### E. Model Choice Is Operator-Controlled
+
+- Environment configuration defines the finite allowed model set.
+- Job records freeze the actual selected model and request parameters.
+
+### F. Confidence Is Evidence-Based, Not Invented
+
+- V4.5 does not present model self-rating as objective confidence.
+- Review uses visible output, deterministic warnings, provenance, and human judgment.
+
+## Acceptance Criteria
+
+1. A JPEG with EXIF Orientation 3 produces an upright model-input derivative while the original bytes remain unchanged.
+2. A Source requiring no recognized orientation transformation is not unnecessarily altered.
+3. Orientation transformation metadata and hashes identify the exact provider input.
+4. The prompt distinguishes handwritten, typewritten, typeset, and mixed bodies with exactly one body marker.
+5. Typewritten text is not wrapped line by line as handwriting.
+6. Tables of contents retain row associations and page references without handwriting wrappers.
+7. Deterministic warnings identify replacement characters and contradictory body markers without changing output.
+8. Source Detail provides Retranscribe Source for an existing Source.
+9. Create Processing Job locks the Source and Document, uses configured Provider, and restricts Model to the configured allowlist.
+10. Retranscription creates a new single-Source Job with complete frozen request and execution evidence.
+11. The first successful result is selected automatically; every later successful result remains a candidate and cannot replace the preferred machine transcription automatically.
+12. Source Detail can compare the preferred machine transcription with one candidate and promote that candidate explicitly.
+13. Candidate promotion records exact successful-execution provenance and updates the machine-text projection atomically.
+14. Candidate promotion never changes or clears a human revision.
+15. Earlier machine attempts remain inspectable after retranscription and promotion.
+16. No confidence percentage, manual image editor, automatic quality retry, or arbitrary model input is introduced.
+17. Database, integration, and UI verification uses isolated test data and never modifies `data/transcription.db`.
+
+## Scope Freeze Gate
+
+V4.5 is sufficiently frozen to begin implementation:
+
+- Orientation behavior and preservation rules are resolved.
+- Prompt medium categories and marker behavior are resolved.
+- Warning behavior and the absence of automatic retry are resolved.
+- Retranscription entry point, single-Source scope, and model configuration are resolved.
+- Candidate preservation, comparison, promotion, and human-revision precedence are resolved.
+- The broader future-feature list has been reviewed, and no additional V4.5 features are required.
+
+Any expansion into manual image editing, visual orientation inference, automatic retries, multiple providers, confidence scoring, or additional processing features requires an explicit V4.5 scope amendment or a later revision.
+
+## Related Local References
+
+- [V4.5 Implementation Plan](implementation_plan_v4_5.md)
+- [V4.4 Scope Boundary](../ver4.4/scope_boundary_v4_4.md)
+- [V4.4 Implementation Plan](../ver4.4/implementation_plan_v4_4.md)
+- [V4.2 Evidence and Provenance Scope](../ver4.2/scope_boundary_v4_2.md)
+- [V4 Architecture](../ver4/architecture_v4.md)
+- [V4 Schema](../ver4/schema_v4.md)
+- [V4 Requirements](../ver4/requirements_v4.md)
+- [Transcription Methodology](../invariant/transcription_methodology.md)
+- [AI Evidence and Provenance Invariant](../invariant/ai_evidence_and_provenance.md)

docs/ver4.6/implementation_plan_v4_6.md

@@ -0,0 +1,295 @@
+# Implementation Plan (Version 4.6)
+
+## Goal
+
+Pay down the defects, duplication, and structural drift identified in the [Architecture & Code Review Report](../architecture_code_review_2026-08-17.md) without changing any observable behavior. Re-level the database schema from current SQLModel metadata, correct read amplification and missing indexes, consolidate duplicated service and UI code, restore the project's own documented boundaries, and make `ty` a real quality gate.
+
+## Planning Status
+
+- V4.5 is the completed implementation baseline.
+- The V4.6 scope is frozen and sufficiently detailed to begin implementation.
+- Every task traces to a review finding ID. A change without a finding ID is a scope addition and requires an explicit amendment.
+- The `SourceService` split ([MED-14]) is deferred to V4.7 by decision, not by omission.
+
+## Planning Constraints
+
+- **Behavior is preserved exactly.** All 264 pre-existing tests must still pass. A test that must change is evidence the change is not remediation.
+- The application targets **SQLite only** in V4.6. PostgreSQL is unblocked but not enabled.
+- The deployment is **single user, single process, single worker**. Forward-compatible code is written where cheap and dialect-guarded.
+- The schema is re-leveled from metadata. **No Alembic, no revision directory, no history table, no down path.**
+- All schema-affecting changes land in **one pass**; partial application is not a valid state.
+- The data migration script is authored **last**, against the final schema and final loading strategy.
+- Uploaded Source files, portraits, and artifact files on disk are never modified.
+- Original Source files remain immutable; every V4.2–V4.5 evidence and provenance contract is preserved.
+- Provider network work continues to occur outside database transactions.
+- Database, integration, and UI tests use confirmed isolated data and never modify `data/transcription.db`.
+- Potentially destructive tests run only through `tools/run_destructive_tests.py`.
+
+## Expected Project Impact
+
+| Area | Expected impact |
+| --- | --- |
+| Dead code | Remove `app_state.py`, `services/transcription.py`, legacy aliases, `ServiceBase.queue`, and a duplicate queued-job query. |
+| Persistence | Delete the hand-rolled DDL chain; generate schema from metadata with correct indexes, FK ordering, and loading strategy. |
+| Query behavior | Bounded queued-job poll, SQL-side filtering, bounded navigation queries, explicit eager loads. |
+| Worker | Provider client and service bundle live for the worker's lifetime rather than per job. |
+| Configuration | Remove the timeout cap and the silently-ignored `DATABASE_URL`; resolve dead settings; replace frozen-model mutation. |
+| Service layer | Generic registry service, shared not-found guard, single media-storage implementation (~400 lines removed). |
+| UI layer | Fix three boundary violations; extract duplicated components (~500 lines removed); externalize the SVG asset. |
+| Async I/O | Move filesystem, hashing, and image work off the event loop. |
+| Tooling | `ruff` and `ty` both reach zero and gate on pre-commit. |
+| Data | One-time migration of backed-up V4.5 data into the re-leveled schema. |
+| Tests and documentation | Add index, FK-cycle, claim-boundedness, client-reuse, and registry-parity coverage; correct the stale instruction path. |
+
+## Implementation Phases
+
+### 1. Deletions and Quick Wins
+
+Independent of every other phase. Land first to shrink the surface everything else must consider.
+
+- Delete `src/transcription/app_state.py` and confirm zero importers remain in `src`, `tests`, and `tools` ([HIGH-01]).
+- Delete `src/transcription/services/transcription.py` and standardize every `build_prompt_execution` import on `services/sources.py` ([MED-05]).
+- Delete the legacy compatibility aliases in `services/store.py:35,382,383` ([MED-05]).
+- Delete `ServiceBase.queue` and its unparameterized `asyncio.Queue` ([MED-07]).
+- Delete `db/operations.py:get_next_queued_job` as a divergent duplicate of the live implementation ([CRIT-01]).
+- Resolve `sqlite_check_same_thread` and `worker_retry_backoff_seconds`: wire each to real behavior or delete it together with its test ([MED-02]).
+- Remove `DATABASE_URL` from `docker-compose.yml` and document the real `DATABASE__DRIVER` / `DATABASE__PATH` nested names in `.env.example` ([MED-10]).
+- Correct the stale path in `.github/instructions/services.instructions.md:10` to `src/transcription/db/models.py` ([LOW-02]).
+- Remove the discarded `load_docs` parameter from `list_jobs` ([LOW-03]).
+- Validate the `getattr` result in `resolve_worker_notifier` ([LOW-04]).
+- Move `VIBESCRIBE_LOGO_SVG` to `ui/static/vibescribe_logo.svg` and load it through a `read_svg` sibling of `ui/resources.py:read_css` ([MED-09]).
+- Run `ruff check --fix` and resolve the remainder by hand ([LOW-01]).
+- Route `people_page.py:504` through `error_presenter.show_error` ([LOW-07]).
+- Cancel the auto-refresh timer rather than only deactivating it, and name its interval constant ([LOW-06]).
+
+**Verification:** full suite green, `ruff check` reports zero, no import of a deleted symbol remains.
+
+### 2. Schema Re-Level — Single Pass
+
+This phase is atomic. Every task below regenerates the same schema and must be verified together.
+
+- Delete `upgrade_schema` and `_upgrade_*` (`db/operations.py:25-109`) and their tests (`tests/test_db.py:109-172`) ([HIGH-05]).
+- Confirm `create_all()` remains gated by `Settings.should_bootstrap_schema` (`config.py:140-145`) ([HIGH-05]).
+- Declare the composite index in the model: `Index("ix_job_status_date_created", "status", "date_created")`, plus `index=True` on the foreign keys the worker and detail pages filter on ([HIGH-04]).
+- Declare `Source.preferred_execution_attempt_id`'s foreign key with `use_alter=True` and an explicit constraint name, breaking the `source` / `job_source` / `execution_attempt` cycle ([HIGH-08]).
+- Flip relationship loading from bidirectional `lazy="selectin"` to `lazy="raise"`, model by model ([CRIT-02]):
+  - Work one model at a time with the suite as the safety net.
+  - Where a test fails with a lazy-load error, add an explicit `selectinload()` to the *service query* that feeds it — never restore the model-level default.
+  - Where an existing explicit `selectinload()` proves redundant, delete it; this is the primary source of the ~160 `ty` diagnostics addressed in Phase 6.
+  - Follow the two correct precedents already in the codebase: `Source.processing_artifacts:279` and `JobSource.execution_attempts:336`.
+- Rebuild the development database from empty. Do **not** attempt to upgrade the existing file.
+
+**Verification:**
+- A test asserts the composite `Job` index and the hot foreign-key indexes exist in a freshly created schema.
+- A test compiles the metadata against the PostgreSQL dialect and asserts **no** unresolvable-cycle warning is emitted.
+- A test asserts `preferred_execution_attempt_id`'s column type matches the model declaration.
+- Full suite green under `lazy="raise"`.
+- No raw `ALTER TABLE` or `CREATE INDEX` string remains anywhere in `src`.
+
+**Rollback:** this phase reverts as a unit. A partially applied schema pass is not a valid state.
+
+### 3. Worker and Provider Reliability
+
+Depends on Phase 2, because the claim query's cost profile is only correct once eager-loading defaults are fixed.
+
+- Add `.limit(1)` to the queued-job selection and remove its eager-load options from the hot poll ([CRIT-01]).
+- Convert the read-then-write claim into an atomic `QUEUED` → `PROCESSING` transition in one transaction ([CRIT-01]):
+  - Write the dialect-guarded `with_for_update(skip_locked=True)` branch for the multi-user direction.
+  - On SQLite, the claim executes as a bounded single-writer transaction.
+  - Load the eager relationships in a **second** query after the claim succeeds.
+  - Update the stale comment at `workflows.py:193-194` to describe the actual guarantee rather than the known hazard.
+- Hoist `ServiceBundle` and the provider client out of the per-job body in `worker.py:157-174` to worker-loop scope; `aclose()` the client once at loop shutdown, not once per job ([HIGH-02]).
+- Add `ServiceBundle.from_session_factory(...)`, replacing the three duplicated instantiation blocks at `app.py:45-50`, `worker.py:160-165`, and `services/__init__.py:19-22`. Have `_recover_stale_processing_jobs` (`app.py:73-84`) use the bundle built five lines earlier ([MED-06]).
+- Remove `le=20.0` from `worker_provider_timeout_seconds` (`config.py:110`), raise the default to a realistic vision-transcription duration, and pass an explicit `httpx.Timeout` to the OpenRouter `AsyncClient` (`openrouter.py:198`) ([HIGH-03]).
+- Extend the `TranscriptionProvider` Protocol to declare `aclose` and the evidence attributes; delete the per-call `inspect.signature(adapter.transcribe).parameters` reflection at `sources.py:1237` and the associated untyped kwargs dict ([MED-03]).
+
+**Verification:**
+- A test asserts the emitted claim SQL contains `LIMIT` and no `selectinload` join.
+- A test asserts the worker processes two consecutive jobs against the same provider client instance.
+- A test asserts a timeout value above 20 seconds is accepted by `Settings`.
+- A test asserts the transcription call path resolves `requested_model` through the Protocol without reflection.
+
+### 4. Service Layer Consolidation
+
+Depends on Phase 2 only for the loading strategy; otherwise independent of Phase 3.
+
+- Introduce `services/registry.py` with a generic `RegistryService[ModelT]` owning list, summaries with counts, create with `IntegrityError` → conflict mapping, read with not-found, update, delete with built-in and referenced guards, and `is_referenced` ([MED-11]):
+  - Define label normalization, the casefold key, and the summary shape once.
+  - Reduce `DocumentService`'s document-type methods (`documents.py:350-500`) and `PeopleService`'s person-role methods (`people.py:214-378`) to subclasses declaring model, error class, reference query, and noun.
+  - Preserve every existing user-facing message, error category, and suggestion string verbatim; template the noun only.
+- Add `ServiceBase._get_or_raise(...)` and adopt it at all 38 not-found sites, including `documents.py:174,210,291`, which currently bypass the local `_get_document_or_raise` helper. Delete the now-redundant local helper ([MED-12]).
+- Introduce `services/media_storage.py` as the single validate → hash → `mkdir` → write → wrap-`OSError` implementation, replacing `store.py:319-379`, `people.py:596-631`, and `ui/homepage_store.py:31-44`. Wrap the write in `asyncio.to_thread` ([MED-13], [MED-01]).
+- Move `source_mime_type` out of `services/sources.py` into a shared module so `documents.py:24` no longer imports a sibling service, restoring the independence rule at `services.instructions.md:13` ([MED-14], partial).
+- Correct the four query inefficiencies in `sources.py` ([LOW-08]):
+  - `list_sources_detail:338-343` — move the `job_id` filter from Python into a SQL join on `JobSource`.
+  - `read_source_navigation:233-244` — replace the full ordered-id scan with two `LIMIT 1` queries.
+  - `list_processing_artifacts:961` — add a `limit` parameter matching its summary sibling.
+  - `build_evidence_export:1012-1013` — move artifact integrity hashing into `asyncio.to_thread`.
+
+**Verification:**
+- Existing `DocumentType` and `PersonRole` tests pass **unchanged** against the shared implementation. This is the primary proof that behavior is preserved.
+- A test asserts `list_sources_detail` filtered by `job_id` emits a join rather than loading the full table.
+- No module in `services/` imports another concrete service module.
+
+### 5. UI Boundaries and Duplication
+
+Independent of Phases 2–4 except where a service signature changes.
+
+- Fix the three `ui.instructions.md` violations ([HIGH-07]):
+  - Add a `JobService` or workflow method that owns `session_scope` internally; remove the import and transaction management from `jobs_page.py:17,185-192`.
+  - Have `SourceService` return a plain `transport_body_deferred: bool` on a read model; remove `sqlalchemy.inspect` from `sources_page.py:13,439`.
+  - Pass a ready media URL into `document_panzoom`, or delete the component — it is exported from `components/__init__.py` but used by no page ([HIGH-07]).
+- Extract the duplication catalogued in review §4, highest value first:
+  - `ui/components/confirm_delete.py` — the blocked-deps card plus confirm/cancel row, from four pages (~120 lines).
+  - `ui/components/media_urls.py` — pure upload-URL resolution taking `upload_dir` and `base_url`, from three call sites (~110 lines).
+  - `ui/components/guards.py` — parse → error label → return, from nine call sites (~90 lines).
+  - `build_table` adoption for the remaining hand-rolled `ui.table` instances, adding selection and no-search options as needed (~70 lines).
+  - `ui/components/upload_panel.py` — file-picker wiring, from three pages (~50 lines).
+  - `ui/components/formatters.py` — `_parse_uuid` (five copies) and `_parse_iso_date` (two copies) (~49 lines).
+  - A shared page-helper for `_resolve_runtime_settings(request)` (three copies, ~18 lines).
+- Annotate untyped handler parameters and replace loosely-typed dict returns with read models ([LOW-05]).
+
+**Verification:** UI page tests pass unchanged; no page module imports `session_scope`, `sqlalchemy.inspect`, or `get_settings`.
+
+### 6. Async I/O and Configuration Hygiene
+
+- Wrap the remaining blocking work in `asyncio.to_thread`: Pillow orientation normalization, artifact writes, and evidence hashing not already covered by Phase 4 ([MED-01]).
+- Replace `functools.cache` on the engine and session factories with an explicit URL-keyed registry supporting targeted eviction, removing the cross-test and cross-tenant coupling and restoring a visible call signature ([MED-04]).
+- Replace `object.__setattr__` in `normalize_provider_models` (`config.py:130,137`) with `model_copy(update=...)` or a computed property.
+- Add `onupdate` to the `updated_at` / `date_updated` columns that are expected to track modification, so they stop being stale on the update paths that do not set them by hand. Remove the now-redundant manual assignment at `jobs.py:166` and its siblings.
+- Surface the exception currently swallowed to `None` in the ORM model property at `models.py:227` ([MED-08]).
+
+**Note:** the `onupdate` change is schema-affecting in principle but not in emitted DDL, since `onupdate` is a Python-side default. If implementation reveals it alters generated DDL, it moves into Phase 2 and Phase 2 is re-verified.
+
+**Verification:** a test asserts an update through a service advances `updated_at`; a test asserts two different database URLs produce two distinct engines and that evicting one leaves the other intact.
+
+### 7. Type Checking and Tooling Gate
+
+Depends on Phase 2, which is expected to remove most diagnostics by deleting redundant eager loads.
+
+- Re-baseline `ty check` after Phase 2 and measure the remaining diagnostic count ([HIGH-06]).
+- Convert every surviving `# pyright: ignore[...]` to `# ty: ignore[...]`, since `ty` does not honor pyright directives ([HIGH-06]).
+- Fix the two real bugs currently hidden in the noise ([HIGH-06]):
+  - `tests/ui/test_sources_page.py:25` constructs `Source(...)` without the required `document_id`.
+  - `tools/run_destructive_tests.py:76,80` uses `fcntl`, which does not exist on Windows; use a cross-platform lock or guard by platform.
+- Drive `ty check` to zero diagnostics and wire it into the existing pre-commit setup as a blocking gate.
+- Configure `asyncio_default_fixture_loop_scope` explicitly so pytest-asyncio behavior does not change on upgrade.
+
+**Verification:** `ty check` and `ruff check` both report zero; pre-commit fails when either regresses; `tools/run_destructive_tests.py` runs on Windows.
+
+### 8. Data Migration
+
+The final phase. Authored against the completed schema and the completed loading strategy.
+
+- Write a one-time script under `tools/` that reads the backed-up V4.5 database and writes into the re-leveled schema (review §1a, "Items Added During Scoping").
+- Because `lazy="raise"` is in force, every relationship traversal in the script carries an explicit eager load. This is the reason the script is written last.
+- Preserve identity: UUIDs, digests, timestamps, attempt numbers, and `preferred_execution_attempt_id` selections carry across unchanged.
+- Do not reinterpret, normalize, or regenerate any `ExecutionAttempt` or `ProcessingArtifact` evidence.
+- Do not modify any on-disk Source file, portrait, or artifact file.
+- The script is idempotent, is never invoked from application startup, and never runs in the test suite.
+
+**Verification:** post-migration row counts match the backup for every table (`document` 8, `document_person` 11, `document_type` 7, `execution_attempt` 80, `job` 11, `job_source` 79, `person` 5, `person_role` 3, `processing_artifact` 2, `source` 76); artifact integrity verification passes for every migrated artifact; on-disk file hashes are unchanged.
+
+## Sequencing Constraint
+
+```mermaid
+graph TD
+    P1[1. Deletions & Quick Wins]
+    P2[2. Schema Re-Level<br/>SINGLE ATOMIC PASS]
+    P3[3. Worker & Provider]
+    P4[4. Service Consolidation]
+    P5[5. UI Boundaries & Duplication]
+    P6[6. Async I/O & Config]
+    P7[7. Type-Check Gate]
+    P8[8. Data Migration]
+
+    P1 --> P2
+    P2 --> P3
+    P2 --> P4
+    P2 --> P7
+    P1 --> P5
+    P4 --> P5
+    P4 --> P6
+    P3 --> P8
+    P5 --> P8
+    P6 --> P8
+    P7 --> P8
+```
+
+The binding constraints are:
+
+1. **Phase 2 is indivisible.** `create_all` from metadata, the indexes, `use_alter`, and the `lazy` flip all regenerate the same schema. They land together or not at all.
+2. **Phase 7 follows Phase 2.** Measuring the `ty` baseline before the redundant eager loads are deleted would chase diagnostics that Phase 2 removes for free.
+3. **Phase 8 is last.** The migration script must be written against the final schema and the final loading strategy.
+
+## Test Strategy
+
+- **The existing suite is the contract.** 264 tests pass today and must pass at every phase boundary. A test that requires modification is treated as a defect in that test, justified individually in the commit, and never as license to change behavior.
+- **Registry parity is the key proof.** The `DocumentType` and `PersonRole` tests must pass *unchanged* against the shared `RegistryService`. If they need edits, the abstraction is wrong.
+- **New tests are structural, not behavioral.** They assert schema shape, emitted SQL, dialect compatibility, and object lifetime — properties the current suite does not cover and that the review found were the reason these defects survived.
+- New coverage to add:
+
+  | Assertion | Finding |
+  | :--- | :--- |
+  | Composite `Job` index and hot FK indexes exist in a fresh schema | [HIGH-04] |
+  | PostgreSQL-dialect metadata compilation emits no cycle warning | [HIGH-08] |
+  | `preferred_execution_attempt_id` column type matches the model | [HIGH-05] |
+  | Full suite passes under `lazy="raise"` | [CRIT-02] |
+  | Claim SQL contains `LIMIT` and no eager-load join | [CRIT-01] |
+  | Provider client instance is reused across two consecutive jobs | [HIGH-02] |
+  | `Settings` accepts a provider timeout above 20 seconds | [HIGH-03] |
+  | `list_sources_detail` emits a join rather than a full-table load | [LOW-08] |
+  | An update through a service advances `updated_at` | [SQLModel §3] |
+  | Distinct database URLs yield distinct, individually evictable engines | [MED-04] |
+  | Post-migration row counts match the backup | [Phase 8] |
+
+- All database, integration, and UI tests continue to use isolated data and never touch `data/transcription.db`.
+- Destructive tests continue to run only through `tools/run_destructive_tests.py`, which must first be made to run on Windows.
+
+## Risks
+
+| Risk | Likelihood | Impact | Mitigation |
+| :--- | :--- | :--- | :--- |
+| The `lazy="raise"` flip surfaces load paths the tests do not cover, breaking a UI page at runtime | High | Medium | Flip one model at a time; exercise every page manually at the phase boundary; `lazy="raise"` fails loudly rather than silently, which is the point |
+| Phase 2 is partially applied and leaves an inconsistent schema | Medium | High | Treat Phase 2 as one commit; rebuild from empty rather than upgrading; verify all four schema assertions before proceeding |
+| `RegistryService` generalization subtly changes a user-facing message or error category | Medium | Medium | Preserve message strings verbatim, templating only the noun; require the existing registry tests to pass unchanged |
+| The atomic claim behaves differently on SQLite than the `FOR UPDATE SKIP LOCKED` path it is written to support | Medium | Low | Single worker in V4.6 means the SQLite path is the only one exercised; the Postgres branch is dialect-guarded and explicitly unverified until the cutover |
+| Removing the timeout cap allows a pathological hang | Low | Medium | Pair the removal with an explicit `httpx.Timeout` so the client, not the config bound, enforces the ceiling |
+| The migration script loses or reinterprets evidence | Low | High | Verify row counts per table, verify artifact integrity hashes post-migration, and never touch on-disk files |
+| Remediation quietly becomes feature work | Medium | Medium | Every commit cites a finding ID; anything without one is recorded for a later revision |
+| `ty` cannot reach zero without unsound suppressions | Medium | Low | Suppressions are acceptable where SQLModel typing is genuinely unrepresentable, but each must be `# ty: ignore[<rule>]` with a specific rule, never blanket |
+
+## Delivery Order
+
+1. Phase 1 — Deletions and Quick Wins
+2. Phase 2 — Schema Re-Level (single atomic pass)
+3. Phase 3 — Worker and Provider Reliability
+4. Phase 4 — Service Layer Consolidation
+5. Phase 5 — UI Boundaries and Duplication
+6. Phase 6 — Async I/O and Configuration Hygiene
+7. Phase 7 — Type Checking and Tooling Gate
+8. Phase 8 — Data Migration
+
+## Done Criteria
+
+V4.6 is complete when every acceptance criterion in the [V4.6 Scope Boundary](scope_boundary_v4_6.md) is satisfied, specifically:
+
+- All 264 pre-existing tests pass, with every modified test individually justified.
+- `ruff check` and `ty check` both report zero and gate on pre-commit.
+- No hand-rolled DDL, dead module, dead setting, or duplicate implementation identified in the review remains.
+- The schema is generated from metadata, correctly indexed, cycle-free under the PostgreSQL dialect, and free of bidirectional `lazy="selectin"`.
+- Roughly 900 lines of duplication are removed across the service and UI layers.
+- The backed-up V4.5 data is restored into the re-leveled schema with matching row counts and unmodified on-disk files.
+- No new user-facing feature exists that did not exist in V4.5.
+
+## Related Local References
+
+- [V4.6 Scope Boundary](scope_boundary_v4_6.md)
+- [Architecture & Code Review Report](../architecture_code_review_2026-08-17.md)
+- [V4.5 Scope Boundary](../ver4.5/scope_boundary_v4_5.md)
+- [V4.5 Implementation Plan](../ver4.5/implementation_plan_v4_5.md)
+- [V4.2 Evidence and Provenance Scope](../ver4.2/scope_boundary_v4_2.md)
+- [V4 Architecture](../ver4/architecture_v4.md)
+- [V4 Schema](../ver4/schema_v4.md)
+- [Transcription Methodology](../invariant/transcription_methodology.md)
+- [AI Evidence and Provenance Invariant](../invariant/ai_evidence_and_provenance.md)

docs/ver4.6/review_log_v4_6.md

@@ -0,0 +1,489 @@
+# V4.6 Implementation Review Log
+
+Working record kept during the V4.6 remediation release and the V4.7 / V4.8 planning that followed.
+
+This file is the canonical reference for citations of the form **`review log [N]`** in the V4.6, V4.7, and V4.8 planning documents. The numbers below are those `N` values.
+
+The log was maintained live in a session-scoped database and exported here so the citations remain resolvable in later sessions. It is a historical record: entries are not rewritten after the fact, so some capture reasoning that was later revised. Where an entry conflicts with a committed planning document, **the planning document wins**.
+
+## Legend
+
+| Field | Meaning |
+| :--- | :--- |
+| `kind` | `question` - needed a decision; `comment` - observation; `deviation` - departure from plan; `risk` - identified hazard |
+| `status` | `open` - unresolved; `answered` - resolved by a decision; `noted` - recorded, no action required |
+| `finding` | Finding ID in [architecture_code_review_2026-08-17.md](../architecture_code_review_2026-08-17.md), where one applies |
+
+**70 entries** - 8 open, 30 answered, 32 noted.
+
+## Still Open
+
+These carry forward. Most are scoped into V4.7; see [V4.7 scope boundary](../ver4.7/scope_boundary_v4_7.md).
+
+| ID | Finding | Summary | Disposition |
+| :--- | :--- | :--- | :--- |
+| [8] | - | handle_worker_exceptions swallows everything | V4.7 Phase 5 |
+| [18] | - | One flaky failure observed once, then five clean full runs | Watch item - no action |
+| [40] | HIGH-06 | No CI workflow enforces the gate | V4.7 Phase 6 |
+| [45] | n/a | The same JobSourceStatus enum is persisted two different ways | V4.7 Phase 2 (absorbed into the enum migration) |
+| [50] | HIGH-03 | Worst-case stall latency is now 60s (2 x 30s), down from 360s | Accepted risk - mitigated by 30s timeout and max_retries=1 |
+| [53] | HIGH-03 | PROVIDER_MODELS still offers two models that cannot finish a dense page within 30s | Operator judgement - deliberately left open |
+| [54] | n/a | Run-time telemetry is captured but has no aggregate view | V4.8, gated on V4.7 Phase 4 |
+| [55] | n/a | duration_ms measures end-to-end page processing, not provider latency | V4.7 Phase 4 |
+
+## Full Log
+
+### V4.6 Phase 1 - deletions and quick wins
+
+#### [1] worker_retry_backoff_seconds deleted, not wired
+
+*deviation* - `LOW-05` - **noted**
+
+No backoff behavior existed anywhere in the codebase. Wiring it would have been a new feature, which V4.6 forbids. Deleted the setting and its test instead.
+
+#### [2] sqlite_check_same_thread wired, not deleted
+
+*deviation* - `MED-02` - **noted**
+
+Opposite call from the one above: the engine hardcoded the setting's own default value, so wiring it through preserved behavior exactly.
+
+### V4.6 Phase 2 - schema re-level
+
+#### [3] Dev DB safe to discard?
+
+*question* - **answered**
+
+Asked before the atomic schema re-level. You chose "Safe to discard, proceed". The old file was moved to data/transcription.db.pre-v46.bak rather than deleted, because Phase 8 needs it as the migration source.
+
+#### [4] Guard test found 3 relationships the review missed
+
+*comment* - `CRIT-02` - **noted**
+
+The new lazy-load regression test caught ExecutionAttempt.job_source, ProcessingArtifact.execution_attempt, and ProcessingArtifact.source declaring no lazy strategy at all, so they silently defaulted to "select". The review had only catalogued the 16 explicit selectinload cases.
+
+#### [5] lazy="raise" not smoke-tested in a browser
+
+*risk* - `CRIT-02` - **answered**
+
+Every relationship access was audited against its feeding service method and all resolve to detail variants with complete eager loads, and the suite is green. But no manual UI walkthrough was done. A missed path would raise at render time rather than silently N+1. [PARTIALLY RESOLVED] Post-migration smoke test against the real 282-row corpus: a service-layer walk over all 8 documents and every source exercised list_documents, list_jobs, read_document, list_sources, read_source_navigation and list_processing_artifacts with no lazy-load error, and all six /ui pages returned HTTP 200. NiceGUI renders over websocket, so this is not a substitute for clicking through a live browser session, but every query path is now exercised against real data.
+
+### V4.6 Phase 3 - worker and provider reliability
+
+#### [6] httpx default timeout was the real bug
+
+*comment* - `HIGH-03` - **noted**
+
+The review said the 20s cap was too low. The actual defect was larger: httpx.AsyncClient was built with no timeout at all, so every phase defaulted to 5s and the outer asyncio.wait_for could never bind. Real read budget was 5s, not 20s.
+
+#### [7] Your .env still pins WORKER_PROVIDER_TIMEOUT_SECONDS=20
+
+*question* - `HIGH-03` - **answered**
+
+I deliberately did not edit your .env. The new default is 180s but your local file overrides it. Do you want it raised, and to what value? [RESOLVED 2026-08-17] .env lines 51-52 replaced: the stale "[0-20]" comment is gone and WORKER_PROVIDER_TIMEOUT_SECONDS is now 180.0. Verified effective value via get_settings() = 180.0. .env is gitignored, so this is a local-only change with no commit. [REVISED 2026-08-18] User challenged 180.0 as too long to feel responsive. Queried the 80 migrated execution_attempt rows: 77 succeeded with max 18.5s, median 4.9s, p95 18.5s. The only 3 attempts over 20s are exactly the 3 local_timeout FAILURES (20.4/20.8/22.0s), so the distribution is CENSORED - the true duration of those 3 is unknown. Set to 60.0: ~3.2x the slowest observed success, while keeping time-to-discovery of a stall at one minute rather than three. User was right; evidence does not support 180.
+
+#### [8] handle_worker_exceptions swallows everything
+
+*comment* - **open**
+
+A stale monkeypatched signature raised TypeError, which the handler suppressed, spinning run_worker_loop forever. Same hazard exists in production code: any programming error inside the loop becomes an infinite silent retry. Out of V4.6 scope.
+
+### V4.6 Phase 4 - service layer consolidation
+
+#### [9] Registry consolidation did not reduce line count much
+
+*comment* - `MED-11` - **noted**
+
+Public method names had to survive so registry tests could pass unchanged, so each service keeps thin delegating wrappers. Net production code is down ~150 lines overall, but the registry work itself is roughly break-even. The win is single-source-of-truth behavior, not brevity.
+
+#### [10] MED-14 done only for documents.py
+
+*deviation* - `MED-14` - **answered**
+
+store.py and workflows.py still import sources.py. Both are orchestration modules, which services.instructions.md:75-77 permits, so I scoped the boundary test to service-class modules only. Flagging in case you read the rule more strictly. [DEFERRED TO V4.7 by user, 2026-08-17] The MED-14 boundary test stays scoped to service-class modules for V4.6; store.py and workflows.py continue to import sources.py under the Service Composition allowance. V4.7 should decide whether to widen the rule and the AST guard.
+
+#### [11] Two behavior changes in the media writer
+
+*deviation* - `MED-13` - **answered**
+
+mkdir failures now raise a domain error instead of escaping as raw OSError, and homepage image writes gained error handling they never had. Both are strictly better but are behavior changes, not pure refactors. [VERIFIED 2026-08-17] Grepped all of src/ for "except OSError": every hit is either the new media_storage.py:44 wrapper itself, a prompts.py file read, a normalization.py decode guard, or a best-effort cleanup/unlink (store.py:325-330, documents.py:259, jobs.py:349, sources.py:504). No caller wraps a media WRITE in except OSError, so translating mkdir failures into a domain error changes no existing handler behaviour.
+
+#### [12] DocumentService print path no longer raises TranscriptionError
+
+*deviation* - `MED-14` - **answered**
+
+_print_media_type raises DocumentError for an unsupported extension where it previously raised TranscriptionError. Only reachable with a corrupt stored filename. Changed because a DocumentService emitting a transcription error is itself the boundary leak MED-14 is about. [VERIFIED 2026-08-17] Grepped all of src/ for "except TranscriptionError": the single hit is store.py:353, which wraps validate_source_content on the UPLOAD path and is unrelated to the print projection in documents.py. No handler anywhere catches TranscriptionError around _print_media_type, so the class change is behaviourally inert. Also clarified to the user that this item is a disclosure of a change already made, not an outstanding error, and is unrelated to .env.
+
+### V4.6 Phase 5 - UI boundaries and duplication
+
+#### [13] document_panzoom: delete or fix?
+
+*question* - `HIGH-07` - **answered**
+
+Unused 170-line component plus ~35 lines of CSS, superseded in practice by dark_room_viewer. You chose to delete it now and rebuild it cleanly in the next revision alongside other photo/image features. ACTION FOR V4.7: pan-zoom must be reintroduced.
+
+### V4.6 Phase 5 - UI boundaries and duplication
+
+#### [14] sources_page transport_body deferral question (answered; premise corrected)
+
+*question* - **answered**
+
+Initially believed the deferred-body branch was dead. Re-check showed _transport_display() is called with latest_attempt from read_latest_execution_attempt(), which DOES defer transport_body. Current behavior is already "Omitted from Source Detail". Fix is therefore a pure boundary move: read_latest_execution_attempt returns a LatestExecutionAttempt read model carrying transport_body_deferred: bool, and sources_page drops sqlalchemy.inspect. No behavior change. User preference recorded: simplest, most supportable, most robust; full bytes remain persisted and retrievable via Export Evidence.
+
+#### [15] Guard-message ordering changed on two Source routes
+
+*deviation* - **noted**
+
+sources_page previously parsed the route id BEFORE rendering the navigation header, then rendered the invalid-id message after it. Adopting the shared parsed_record_id() helper moved the nav header above the parse. Net rendered output is identical; only the internal call order changed.
+
+#### [16] Settings-page registry tables now render inside build_table
+
+*deviation* - **answered**
+
+The two label-registry tables on the settings page were hand-rolled ui.table calls. They now go through build_table via a new components/table/registry.py. build_table wraps its table in a ui.column, so the tables gain one extra container div. Search is disabled and rows-per-page stays 0, so visible behavior is unchanged. | RESOLVED (user directed consolidation): build_table gained row_key; linked_people.py converted; print_preview_page.py shares a local _render_print_table helper (print tables intentionally bypass build_table - no pagination, no search). New AST guard test_only_the_designated_owners_construct_a_raw_table pins ui.table() to exactly table/common.py and print_preview_page.py.
+
+#### [17] Two hand-rolled ui.table instances deliberately left alone
+
+*comment* - **noted**
+
+print_preview_page.py has two print-layout tables and linked_people.py has a component-local editor table. Neither wants build_table search or pagination, so converting them would add indirection without removing duplication. Flagging in case you want them unified later. | CLOSED AS ENVIRONMENTAL: unreproduced after ~54 sequential full-suite runs (incl. a dedicated 25-run soak with -rA traceback capture, 0 failures) plus 5 concurrent-process runs (2x tests/ui, 3x full suite). Not attributable to any V4.6 change; the single observed failure occurred immediately after a burst of bulk file rewrites. No code change made. Re-open if it recurs.
+
+#### [18] One flaky failure observed once, then five clean full runs
+
+*risk* - **open**
+
+tests/ui/test_jobs_page.py::test_job_delete_page_allows_deletion_for_queued_or_completed_job failed once and passed on every subsequent run (5 consecutive full-suite runs, 275 passed / 4 skipped). This matches the known pre-existing aiosqlite event-loop teardown noise that lands on a random test. Not introduced by Phase 5, but worth confirming during Phase 6/7.
+
+#### [19] store.create_document_job / create_job_for_document now own their session
+
+*comment* - **noted**
+
+To remove session_scope from jobs_page, both orchestration functions accept an optional session plus an optional session_factory and open their own scope when neither is supplied. Existing callers that pass a session are unaffected; tests pass unchanged.
+
+#### [20] Upload accept lists are now derived from SOURCE_EXTENSIONS
+
+*comment* - **noted**
+
+The job upload picker previously hard-coded .jpg,.jpeg,.png,.tif,.tiff,.pdf. It now derives the list from services.source_media.SOURCE_EXTENSIONS, so adding a Source format in one place updates the picker. The portrait and homepage pickers share a separate IMAGE_UPLOAD_EXTENSIONS list because they accept gif/webp/bmp, which are not valid Source formats.
+
+### V4.6 Phase 6 - async I/O and configuration hygiene
+
+#### [21] model_copy(update=...) rejected by pydantic-settings
+
+*deviation* - `MED-04` - **noted**
+
+Plan offered "model_copy(update=...) or a computed property" to replace object.__setattr__ in normalize_provider_models. model_copy failed: pydantic-settings warns "A custom validator is returning a value other than self ... isn't supported when validating via __init__" and 3 config tests failed. A computed property would have required renaming the env-facing provider_models field. Implemented as a model_validator(mode="before") over the raw input dict instead, so the derived value is produced by normal construction with no frozen-instance mutation. All 23 config tests pass.
+
+#### [22] provider_model is now trimmed
+
+*deviation* - **noted**
+
+The old object.__setattr__ path assigned provider_model without stripping whitespace; only the provider_models tuple entries were stripped. The before-validator now strips provider_model too. This is a behavior change, judged a correctness improvement since an untrimmed model id would be sent to the provider. No test asserted the old behavior.
+
+#### [23] onupdate confirmed DDL-neutral
+
+*comment* - **noted**
+
+Plan said onupdate moves to Phase 2 if it alters emitted DDL. Verified by hashing CreateTable output for every table on both the sqlite and postgresql dialects before and after the change: identical (b33ad56a...). onupdate stays in Phase 6; Phase 2 does not need re-verification.
+
+#### [24] No-op updates no longer bump the timestamp
+
+*deviation* - **noted**
+
+Removing the 10 manual "updated_at = datetime.now(UTC)" assignments means an update call that changes nothing no longer marks the row dirty, so onupdate does not fire and the timestamp stays put. Previously the manual assignment always bumped it. Judged more correct for a column that is supposed to track modification, but it is an observable change for any caller that relied on update-as-touch.
+
+#### [25] Homepage markdown I/O left unwrapped
+
+*question* - `MED-01` - **answered**
+
+ui/homepage_store.py reads and writes a single small local markdown file synchronously from home_page.py handlers. MED-01 names Pillow normalization, artifact writes, and evidence hashing; this is none of those and the payload is trivial. Left unwrapped to avoid scope creep. Flagging in case you want it wrapped anyway. [RESOLVED 2026-08-17] User decision: leave it synchronous. No change made.
+
+#### [26] Evidence manifest hashing left on the loop
+
+*comment* - `MED-01` - **noted**
+
+providers/evidence.py digest() hashes a small in-memory JSON manifest (microseconds), so it was left inline. The hashing that actually mattered was over page-sized image bytes: the derivative digest is now precomputed inside normalize_orientation (already off-loop) and the artifact digest now shares the same worker-thread hop as the write.
+
+#### [27] dispose_engine on an unknown URL changed behavior
+
+*comment* - `MED-04` - **noted**
+
+The old functools.cache version called get_engine(url) inside dispose_engine, which would construct an engine just to dispose it, and then cache_clear() wiped every other engine too. The registry version pops only the requested URL and no-ops on an unknown one. Covered by tests/test_engine_registry.py.
+
+#### [28] Added homepage_dir setting (user-approved scope addition)
+
+*deviation* - **answered**
+
+ui/homepage_store.py was the only storage path in the codebase derived from Path(__file__).parents[3] rather than from Settings, making it unconfigurable and wrong under a wheel install (it would resolve into site-packages). Not tied to a review finding ID, so it is a deliberate scope addition, approved by the user in-flight. Added Settings.homepage_dir (default ./data/homepage) and rewrote the module to resolve from Settings, with an optional settings parameter on every function. Covered by tests/ui/test_homepage_store.py.
+
+#### [29] homepage default is now CWD-relative
+
+*risk* - **answered**
+
+The old default resolved to <repo>/data/homepage regardless of working directory. The new default Path("./data/homepage") is relative to the process CWD, matching artifact_dir and upload_dir. Running the app from the repo root gives the identical location; running it from elsewhere does not. Consistent with every other storage root, but worth confirming against your deployment/launch scripts. [RESOLVED 2026-08-17] User confirmed the app is only ever launched from the repo root, so CWD-relative ./data/homepage and the old repo-anchored path are identical. Verified live: resolves to C:\GitHub\transcription\data\homepage containing the real homepage.md and portrait. No change needed. Revisit only if a service or scheduled task with its own working directory is introduced.
+
+#### [30] Homepage markdown I/O stays synchronous
+
+*comment* - `MED-01` - **answered**
+
+User question resolved: the async-wrapping question was dropped as negligible (one small local markdown file). The underlying concern turned out to be the hardcoded storage path, addressed separately via Settings.homepage_dir.
+
+### V4.6 Phase 7 - type checking and quality gate
+
+#### [31] selectinload varargs is not equivalent to chaining
+
+*deviation* - `HIGH-06` - **noted**
+
+selectinload(A.b, B.c) and selectinload(A.b).selectinload(B.c) produce an identical .path but the varargs form applies the selectin strategy ONLY to the last element. With lazy="raise" everywhere (Phase 2) the varargs form raises InvalidRequestError at render time. Cost 12 test failures before it was caught. Documented in the db/loading.py docstring.
+
+#### [32] New module src/transcription/db/loading.py
+
+*deviation* - `HIGH-06` - **noted**
+
+Rather than sprinkle 42 suppressions, the SQLModel-field to QueryableAttribute reinterpretation now has one documented home: orm_attribute(), selectinload(), defer(). All 42 "# pyright: ignore[reportArgumentType]" comments in documents/jobs/people/sources were removed as a result.
+
+#### [33] transaction_scope no longer accepts or yields AsyncSessionTransaction
+
+*deviation* - `HIGH-06` - **noted**
+
+AsyncSessionTransaction appeared nowhere outside db/session.py; no caller ever passed one, and sessionmaker.begin() was verified at runtime to yield an AsyncSession. The branch was also latently buggy: services call .exec() which a transaction object does not have. Removing the union cleared 7 downstream workflows.py diagnostics.
+
+#### [34] RegistryService is now bound by a RegistryEntry Protocol
+
+*deviation* - `HIGH-06` - **noted**
+
+RegistryService[ModelT: SQLModel] gave ty no visibility into id/label/normalized_label/is_active. A structural Protocol replaces the bare SQLModel bound - a genuine typing improvement rather than a suppression. Cleared 9 diagnostics.
+
+#### [35] normalization.py now uses isinstance(image, TiffImageFile) instead of image.format == "TIFF"
+
+*deviation* - `HIGH-06` - **noted**
+
+tag_v2 only exists on TiffImageFile. The isinstance check is semantically equivalent and types correctly.
+
+#### [36] linked_people.render switched from @ui.refreshable to @ui.refreshable_method
+
+*deviation* - `HIGH-06` - **noted**
+
+refreshable_method is the NiceGUI API intended for bound methods; the plain decorator mistyped self. render.refresh() call sites are unchanged.
+
+#### [37] read_source_navigation now wraps literal bounds in sqlalchemy.literal()
+
+*deviation* - `HIGH-06` - **noted**
+
+tuple_() rejects raw Python values under typing. literal() is the correct explicit coercion and preserves the emitted SQL.
+
+#### [38] openrouter capturing client re-raises ResponseNotRead for a sync stream
+
+*deviation* - `HIGH-06` - **noted**
+
+response.stream is typed SyncByteStream | AsyncByteStream. The narrowing guard re-raises rather than silently mis-wrapping, which is the honest behavior on an async client.
+
+#### [39] No pre-commit config existed; one was created
+
+*comment* - `HIGH-06` - **noted**
+
+The plan said "wire it into the existing pre-commit setup", but there was no .pre-commit-config.yaml (pre-commit was only a dev dependency, and there are no CI workflows either). A local-repo config with blocking ruff and ty hooks was created and negative-tested. NOTE: hooks use language: system, so the venv Scripts dir must be on PATH.
+
+#### [40] No CI workflow enforces the gate
+
+*risk* - `HIGH-06` - **open**
+
+.github/workflows/ is empty, so ruff/ty/pytest are only enforced locally via pre-commit, and only if the developer has installed the hooks (pre-commit install). Consider adding a CI workflow in a later release.
+
+#### [41] ty check driven from 207 diagnostics to 0
+
+*comment* - `HIGH-06` - **noted**
+
+Two real bugs were fixed en route: tools/run_destructive_tests.py imported ctypes.wintypes at module scope (raising on non-Windows) and used fcntl unconditionally; tests/ui/test_sources_page.py constructed Source(...) without the required document_id. Only two suppressions remain in the whole tree: one "# ty: ignore[invalid-assignment]" in tests/test_prompts.py which deliberately assigns to a frozen field to assert ValidationError.
+
+#### [42] asyncio_default_fixture_loop_scope pinned to "function"
+
+*comment* - `HIGH-06` - **noted**
+
+Set explicitly in pyproject.toml so pytest-asyncio behavior does not shift on upgrade.
+
+### V4.6 Phase 8 - data migration
+
+#### [43] V4.6 re-level changed no columns at all
+
+*comment* - `review 1a` - **noted**
+
+Diffing the backup schema against the current SQLModel metadata showed identical table sets and identical column sets for all 10 tables. What V4.6 actually changed is index coverage (9 new indexes: ix_document_document_type_id, ix_document_person_document_id, ix_document_person_person_id, ix_document_person_role_id, ix_job_document_id, ix_job_source_job_id, ix_job_source_source_id, ix_job_status_date_created, ix_source_document_id - none lost), the use_alter break in the FK cycle, and the relationship loading strategy. The migration is therefore a faithful FK-ordered row copy rather than a transformation.
+
+#### [44] Migration reads the backup with raw sqlite3, not the ORM
+
+*deviation* - `review 1a` - **noted**
+
+The plan anticipated ORM reads carrying explicit eager loads under lazy="raise". Reading raw rows is strictly safer: the V4.5 file is not guaranteed to satisfy the V4.6 mappers, and no relationship is ever traversed, so lazy="raise" cannot bite at all. Writes still go through SQLAlchemy Core against the live metadata, so the script will work against PostgreSQL unchanged.
+
+#### [45] The same JobSourceStatus enum is persisted two different ways
+
+*risk* - **open**
+
+job_source.status declares values_callable and stores lowercase VALUES ("transcribed"); execution_attempt.status does not and stores uppercase NAMES ("TRANSCRIBED"). Both columns use the identical JobSourceStatus enum. This is a genuine latent inconsistency: any raw SQL, reporting query, or future cross-dialect move has to know which spelling each column uses. It is NOT a finding in the review, so under the pure-remediation rule I did not change it - the migration accepts either spelling and round-trips both faithfully. RECOMMEND scheduling this for V4.7.
+
+#### [46] Should the migration be applied to the live data/transcription.db?
+
+*question* - **answered**
+
+The script is fully verified against a throwaway target: 282 rows copied, every table byte-identical to the backup cell-for-cell, idempotent re-run inserts 0, artifact integrity passes, no on-disk file touched. The live data/transcription.db currently holds only bootstrap seed rows (document_type 6, person_role 3) whose UUIDs differ from the backup, so a straight migration would ADD the backup rows alongside the seeds and likely trip the normalized_label uniqueness constraint. Applying cleanly requires replacing the live file. Awaiting user decision. [RESOLVED] User chose to back up and replace. data/transcription.db.seed-20260817-200555.bak holds the old seed file; a fresh DB was created and all 282 rows migrated with artifact integrity verified.
+
+#### [47] Provider timeout set to 60s on evidence, not on the review's suggested figure
+
+*comment* - `HIGH-03` - **noted**
+
+The review recommended 120s and the V4.6 plan used 180s, both chosen without data. The migrated corpus provides data: 77/80 attempts succeeded, all within 18.5s. 60s is the smallest value with real headroom that still surfaces a stall quickly. Revisit only if a genuine local_timeout occurs at 60s.
+
+#### [48] Three historical local_timeout failures are worth re-running
+
+*deviation* - **answered**
+
+All 3 FAILED execution_attempts were killed by the old 20s ceiling and carry response_received=1, meaning a response had begun arriving when the budget expired. With the ceiling now at 60s these three pages may well succeed on a retry. Their evidence rows were migrated unchanged, so the originals are preserved either way. | RESOLVED 2026-08-17: not 3 pages but ONE page (source 302aa684) x 3 models. Re-ran each model 2x with a 300s uncensored ceiling: gemini-flash 9.0/22.5s, claude-opus-5 27.0/27.6s, gpt-5.6 64.5/75.3s. All 6 succeeded - no hangs. gpt-5.6 exceeds the 60s value that was set, so .env raised to 120.0 (~1.6x slowest success). Historical stats were ~96% gemini-flash and understated the budget.
+
+#### [49] Reporting gap: 28 review_log entries were never surfaced to the user
+
+*risk* - **answered**
+
+My end-of-run summaries filtered on status IN (open, answered), which silently excluded every entry recorded as "noted" - 28 of 46. The user caught this. All 28 are now presented. Lesson: "noted" is not the same as "reported".
+
+### Post-V4.6 - timeout calibration and tuning
+
+#### [50] Worst-case stall latency is now 60s (2 x 30s), down from 360s
+
+*risk* - `HIGH-03` - **open**
+
+Superseded by the 2026-08-18 calibration: WORKER_MAX_RETRIES=1 and WORKER_PROVIDER_TIMEOUT_SECONDS=30.0 give a worst case of 60s. The underlying concern stands but is much reduced: handle_worker_exceptions (review_log id 8) still swallows every exception, so a programming error would burn 2 attempts silently with no UI feedback. Keep id 8 as the real fix.
+
+#### [51] Removed WORKER_RETRY_BACKOFF_SECONDS from .env
+
+*comment* - `HIGH-03` - **noted**
+
+The setting was deleted from Settings in Phase 1 (LOW-05). Because Settings uses extra="ignore" it sat in .env silently inert, which is exactly the DATABASE_URL trap the review flagged. Removed from .env so the file matches the model. No behavior change.
+
+#### [52] Timeout set to 30.0s and max_retries to 1 by user decision
+
+*comment* - `HIGH-03` - **answered**
+
+Full dropdown measured twice on the densest page in the corpus with a 300s uncensored ceiling. Fast cluster: gemini-2.5-flash 9.0/22.5, gpt-4o 21.6/22.9, claude-sonnet-4 26.2/26.7, claude-opus-5 27.0/27.6. Slow cluster: gemini-2.5-pro 49.5/79.4, gpt-5.6 64.5/75.3. User chose 30.0s at the low edge of the 27.6-49.5s gap because dense forms are <10 of ~3k documents and ejecting a stalled outlier is preferred over waiting. Worst case is now 2x30=60s. Agent recommended 40s for margin; user declined with stated rationale. Accepted.
+
+#### [53] PROVIDER_MODELS still offers two models that cannot finish a dense page within 30s
+
+*risk* - `HIGH-03` - **open**
+
+gemini-2.5-pro and gpt-5.6 remain selectable in the jobs page dropdown (ui/pages/jobs_page.py:146 reads settings.provider_models). Both exceed 30s on dense forms by design of the chosen budget, though both should still succeed on the ~99.7% of pages that are not dense forms. Left in the list deliberately - not removed - so the user retains them for quality comparison. Revisit if dense-form failures become noisy.
+
+### Post-V4.6 - V4.7 candidates identified
+
+#### [54] Run-time telemetry is captured but has no aggregate view
+
+*comment* - **open**
+
+execution_attempt.duration_ms is a required non-null field written on all three paths in services/workflows.py (success 278, TimeoutError 295, general failure 330); failures use a monotonic clock, so timeout durations are trustworthy. started_at/finished_at are also stored, and normalized_metadata.usage carries token counts on the same row, so tokens/sec is already derivable per attempt. Gaps: (1) sources_page.py:400 renders it raw as "27612 ms" rather than seconds; (2) it is only visible for the latest attempt of one source at a time - there is no rollup, so answering "which model is slow" required hand-written SQL against the database. A small model-performance rollup is a V4.7 candidate.
+
+#### [55] duration_ms measures end-to-end page processing, not provider latency
+
+*comment* - **open**
+
+services/workflows.py:221 sets monotonic_started_at BEFORE provider_input preparation (image normalization, artifact persistence, session.commit() at line 228), and line 251 computes elapsed_seconds from it. But the asyncio.wait_for timeout at lines 240-249 wraps ONLY _call_transcriber. So duration_ms covers a strictly wider window than the budget that governs it. Empirical proof: the three historical local_timeout rows recorded 20.4/20.8/22.0s against a 20.0s timeout, i.e. roughly 0.4-2.0s of non-provider work is folded in. Consequence: duration_ms cannot be used to isolate provider performance, and any model-performance rollup built on it would be polluted by preprocessing time that varies with image size. V4.7 candidate: record provider latency as a separate column, or move monotonic_started_at to just before the wait_for.
+
+### V4.7 planning
+
+#### [56] Release split agreed: V4.7 = architectural cleanup, V4.8 = features
+
+*comment* - `MED-14` - **answered**
+
+User asked whether the sources.py decomposition (architectural) should be separated from pan-zoom and photo work (features). Agreed and documented. Rationale: V4.6 succeeded because it had a binary gate - behavior-identical, suite unchanged. A refactor can be held to that standard; features cannot, since they require new tests. Bundling them destroys the ability to attribute a test delta to a bug versus expected new behavior. The two also touch disjoint trees under different instruction files (services vs ui). Created docs/ver4.7/scope_boundary_v4_7.md, docs/ver4.7/implementation_plan_v4_7.md, docs/ver4.8/feature_backlog_v4_8.md. All cross-links verified.
+
+#### [57] Rejected the original proposal to move update_job_source_transcription to workflows.py
+
+*deviation* - `MED-14` - **noted**
+
+The V4.6 Phase 5 deferral note suggested moving it as orchestration. Rejected in the V4.7 boundary. services.instructions.md:63-65 requires transcript updates and the paired terminal status change to commit or roll back together, and the method writes JobSource plus ExecutionAttempt in one session scope, deriving attempt_number from ExecutionAttempt at lines 595-600. Line 72 assigns session-aware write helpers to services and commit-boundary control to orchestration, so moving a multi-table write into workflows.py inverts the stated architecture. Scope reduced from three moves to two (artifacts.py, evidence.py); expected sources.py ~930 lines rather than the deeper cut originally implied.
+
+#### [58] Pan-zoom renumbered from V4.7 to V4.8, intent preserved
+
+*comment* - `HIGH-07` - **noted**
+
+Commit 6a3ee26 states pan-zoom would return "in V4.7 alongside the other photo/image work". It now sits in the V4.8 backlog. The commit intent was grouping with the photo work, not the specific number, and that grouping is preserved. Recorded in the V4.8 backlog so the git history is not silently contradicted. Also noted there: document_panzoom.py was exported but wired to no page, so no user has seen it - which makes reintroduction a new feature rather than a restoration, and is what puts it on the feature side of the split.
+
+#### [59] Service ownership model for ExecutionAttempt / ProcessingArtifact is undecided
+
+*question* - `MED-14` - **answered**
+
+services.instructions.md:11 says "1 service class per data model" but there are 10 persisted models and 6 service classes. The 4 unnamed models landed arbitrarily: DocumentPerson->people.py, and JobSource + ExecutionAttempt + ProcessingArtifact all -> sources.py. Line count tracks model count: jobs.py 438L (1 model), documents.py 473L (1+registry), people.py 554L (2+registry), sources.py 1389L (4). Evidence gathered 2026-08-18: both tables were added in V4.2 commit 6bd4cbb ("Updated what ai_raw_response data is being captured"), i.e. AFTER the 4-component design. ExecutionAttempt is docstringed "Immutable evidence for one provider call attempt" (request manifest, transport body, router ids, sdk snapshot, software context, timing); ProcessingArtifact is "Provider-neutral, versioned output derived from a Source" with a XOR CheckConstraint on inline vs external content, and a NULLABLE execution_attempt_id, so an artifact can exist with no attempt. Both are append-only provenance, not mutable domain entities. Four options were put to the user (evidence-as-own-subsystem; evidence split with ProcessingArtifact under Source; strict lifecycle into JobService/SourceService; draft the revised instructions first). USER DEFERRED - continuing the discussion interactively, formulating further questions. Do not proceed with V4.7 Phase 1/2 until this is settled, since the chosen model determines the module split.
+
+#### [60] V4.7 boundary overstates the case against moving update_job_source_transcription
+
+*deviation* - `MED-14` - **answered**
+
+The scope boundary as written says moving it to workflows.py would violate services.instructions.md. On re-reading, lines 38-47 (the _finalize contract: commit when service-owned, flush when caller-owned) and line 72 describe exactly the mechanism that makes a multi-service atomic write safe, so the document permits it. The honest objection is weaker: keeping the paired JobSource + ExecutionAttempt write in one method makes atomicity enforced by locality, whereas splitting it makes atomicity depend on every future caller sharing the session correctly. That is a robustness argument, not a rule violation. Correct the wording in docs/ver4.7/scope_boundary_v4_7.md section 1 before that document is treated as frozen.
+
+### V4.7 design - evidence model simplification
+
+#### [61] job_source duplicates execution_attempt columns byte-for-byte
+
+*comment* - `MED-14` - **answered**
+
+Measured on live DB: job_source.raw_transcription 77/77 identical to latest attempt; ai_metadata vs normalized_metadata 77/77; raw_api_response vs sdk_response_snapshot 77/77; error_detail 2/2. The table split itself is justified by cardinality (1:N attempts) but the 1:N is exercised in only 1 of 79 job_source rows. The 4 duplicated columns are an undocumented, unenforced denormalized cache.
+
+#### [62] status mismatch cross-confirms the enum persistence defect
+
+*risk* - `45` - **answered**
+
+job_source.status vs execution_attempt.status compared 0/79 identical - job_source stores lowercase (transcribed), execution_attempt stores uppercase (TRANSCRIBED). Independent confirmation of finding [45].
+
+#### [63] Orientation normalization was NOT a red herring - proven visually
+
+*comment* - `ProcessingArtifact` - **answered**
+
+59 of 79 source images carry EXIF orientation=3 (rotate 180). Rendered the exact page the user described (Pioneer Days page 00, a typed table of contents): raw decoded pixels are genuinely upside down; the 180-rotated version is upright. So sending raw bytes did send an inverted page to the model. resolve_provider_input (workflows.py:226 -> sources.py:850) is on the current hot path, so normalization now runs, but only 1 orientation artifact exists - the other 58 rotated pages were transcribed before normalization was wired.
+
+#### [64] job_source cannot be deleted - it is the work queue, not just a junction
+
+*risk* - `MED-14` - **answered**
+
+store.py:249,313 create JobSource with status=PENDING at job creation, before any provider call. workflows.py:438-440 selects pending work by status != TRANSCRIBED. jobs.py:411-424 retry mutates FAILED back to PENDING and clears fields. jobs.py:378-384 cancel writes FAILED/Cancelled by user with NO provider call, so no execution_attempt row could exist to carry it. An append-only table cannot express queued-not-yet-attempted or cancelled-before-call. Recommend STRIP not DELETE: keep (id, job_id, source_id, status); drop raw_transcription, ai_metadata, raw_api_response, executed_at.
+
+#### [65] Entire artifact subsystem has executed exactly once
+
+*comment* - `ProcessingArtifact` - **answered**
+
+Only 2 rows exist, both from the same job on 2026-08-16 (13:59:57 orientation, 14:00:07 quality). workflows.py:560-571 writes a transcription_quality_warnings artifact on EVERY successful page, yet 77 successful transcriptions produced 1 row - so the code path postdates nearly all data. Ingest already copies bytes via media_storage.py:57 write_bytes, so normalize-at-upload is viable. Caveat: Pillow re-encodes JPEG at quality 95, a permanent generational loss for an archival corpus - recommend retaining original bytes as a sibling file.
+
+#### [66] Retry history already exists in execution_attempt - no resubmitted flag needed
+
+*comment* - `MED-14` - **answered**
+
+ExecutionAttempt UniqueConstraint(job_id, source_id, attempt_number) at models.py:389 already implements keep-the-failed-row-and-add-a-new-one. Proven in live data: attempt 1 FAILED/local_timeout 20.4s and attempt 2 TRANSCRIBED 13.6s both retained. Adding a second job_source row would duplicate that and break the one-row-per-(job,page) assumption in read_job_source_for_job and sources.py:570-574, where uniqueness is enforced in CODE not by a DB constraint.
+
+#### [67] Add JobSourceStatus.CANCELLED to retire job_source.error_detail
+
+*comment* - `MED-14` - **answered**
+
+Cancel currently overloads FAILED plus free text Cancelled by user (jobs.py:378-384). A distinct CANCELLED status separates user cancellation from genuine provider failure and removes the last consumer of job_source.error_detail, reducing job_source from 9 columns to 4: id, job_id, source_id, status.
+
+#### [68] Lossless 180-degree JPEG rotation is viable for 57 of 58 rotated images
+
+*comment* - `ProcessingArtifact` - **answered**
+
+Pillow always round-trips through decoded pixels (normalization.py:76-86), so quality=95 re-encode loss is inherent to the library, not required by the task. A 180 rotation is expressible as a lossless DCT transform when both dimensions are multiples of the 16px MCU. Measured across the corpus: 57/58 qualify; the sole exception is 2306x2019. Alternative that needs no new dependency: normalize at upload and retain the original bytes as the archival master.
+
+#### [69] Quantization-table reuse beats both current settings and the lossless-DCT route
+
+*comment* - `ProcessingArtifact` - **answered**
+
+Measured single-generation rotate-and-restore on 5 rotated JPEGs. Current settings (quality=95, subsampling=0, normalization.py:84-85): PSNR 50.0-53.5 dB, file size +38 percent. Reusing the source quantization tables and subsampling (qtables=im.quantization, subsampling=JpegImagePlugin.get_sampling(im), optimize=True): PSNR 51.5-55.0 dB, max channel delta 7-9/255, file size slightly SMALLER (636KB->595KB). Better on quality and size simultaneously. Critically it works at any dimensions, so the 2306x2019 MCU-misaligned outlier needs no rejection path - the edge case only exists on the lossless-jpegtran route, which would also require an external C binary. Recommend Pillow with qtables reuse; drop the lossless-DCT option.
+
+#### [70] Evidence-model simplification decisions settled by user
+
+*comment* - `DECISIONS` - **answered**
+
+1) job_source is STRIPPED not deleted - keeps id, job_id, source_id, status (9 columns to 4). Drop raw_transcription, ai_metadata, raw_api_response, executed_at, error_detail. All evidence reads move to execution_attempt. 2) Add JobSourceStatus.CANCELLED so cancel no longer overloads FAILED plus free text, retiring error_detail. 3) Retry keeps its current FAILED-to-PENDING reset - history already lives in execution_attempt via UniqueConstraint(job_id, source_id, attempt_number). 4) PENDING-at-job-creation is unchanged. 5) ProcessingArtifact table REMOVED; orientation normalization moves to upload/ingest; transcription_quality_warnings payload folds into execution_attempt.normalized_metadata. 6) Rotation uses Pillow with qtables + subsampling reuse (visually lossless, ~52 dB PSNR, no size growth, no external dependency, no MCU rejection path). No archival master retained. 7) One-time backfill of the 58 already-ingested EXIF-orientation-3 images.
+
+## Related Local References
+
+- [Architecture & Code Review Report](../architecture_code_review_2026-08-17.md) - finding IDs
+- [V4.6 Scope Boundary](scope_boundary_v4_6.md)
+- [V4.6 Implementation Plan](implementation_plan_v4_6.md)
+- [V4.7 Scope Boundary](../ver4.7/scope_boundary_v4_7.md)
+- [V4.7 Implementation Plan](../ver4.7/implementation_plan_v4_7.md)
+- [V4.8 Feature Backlog](../ver4.8/feature_backlog_v4_8.md)

docs/ver4.6/scope_boundary_v4_6.md

@@ -0,0 +1,205 @@
+# V4.6 Scope Boundary
+
+This document defines the frozen boundary for V4.6, a **pure remediation release**. V4 through V4.5 remain the architecture and behavioral baseline. V4.6 introduces **no new user-facing features**; it pays down the defects, duplication, and structural drift catalogued in [Architecture & Code Review Report](../architecture_code_review_2026-08-17.md).
+
+Every item in scope is traceable to a review finding ID. Any change that cannot be traced to a finding ID is out of scope.
+
+## Purpose
+
+- Remove dead code, dead configuration, and duplicate implementations that create maintenance drift.
+- Re-level the database schema from current SQLModel metadata, ending hand-rolled DDL while the schema is still pre-production.
+- Correct read amplification, missing indexes, and query patterns that scale with table size rather than result size.
+- Restore the boundaries the project already wrote down in `.github/instructions/services.instructions.md` and `ui.instructions.md`.
+- Make `ty` usable as a real quality gate.
+- Preserve every existing behavior, evidence guarantee, and provenance contract established in V4 through V4.5.
+
+## Confirmed Operating Context
+
+These answers are frozen for V4.6 and govern every decision below.
+
+| Question | Answer |
+| :--- | :--- |
+| Database | **SQLite only.** PostgreSQL remains the intended destination but is deferred beyond V4.6. `JSONBCompat` and the Postgres drivers are retained. |
+| Topology | **Single user, single process, single worker.** A multi-user server is the stated direction, so forward-compatibility work is retained where it is cheap. |
+| Schema evolution | **Re-level from current metadata.** No Alembic, no migration framework, no `_upgrade_*` chain. |
+| Existing data | The development database is rebuilt from scratch during implementation and migrated from backup as the final step. |
+| Release character | **Pure remediation.** No new features. |
+| Scope band | Critical through Low, inclusive. |
+
+## In Scope
+
+### 1. Dead Code and Dead Configuration Removal
+
+- `src/transcription/app_state.py` is deleted. It has zero importers and contains a guaranteed `TypeError` ([HIGH-01]).
+- `src/transcription/services/transcription.py` is deleted; `build_prompt_execution` has exactly one import path ([MED-05]).
+- The legacy compatibility aliases in `services/store.py` are deleted ([MED-05]).
+- `ServiceBase.queue` is deleted; no service allocates an unused `asyncio.Queue` ([MED-07]).
+- `sqlite_check_same_thread` and `worker_retry_backoff_seconds` are either wired to real behavior or deleted, along with their tests ([MED-02]).
+- `db/operations.py:get_next_queued_job` is deleted as a divergent duplicate ([CRIT-01]).
+- `DATABASE_URL` is removed from `docker-compose.yml`, and the real nested `DATABASE__*` names are documented. The application never silently ignores a database configuration variable ([MED-10]).
+- `document_panzoom` is either fixed or deleted; it is exported but referenced by no page ([HIGH-07]).
+
+### 2. Schema Re-Level
+
+The following changes are schema-affecting and land as **one single pass** against a database rebuilt from empty.
+
+- `upgrade_schema` and the three `_upgrade_*` functions (`db/operations.py:25-109`) are deleted, along with their tests (`tests/test_db.py:109-172`) ([HIGH-05]).
+- The schema is generated exclusively from SQLModel metadata via `create_all()`, gated by the existing `Settings.should_bootstrap_schema` ([HIGH-05]).
+- The hand-written `CHAR(32)` column for `preferred_execution_attempt_id` ceases to exist; the column type is whatever the model declares ([HIGH-05]).
+- A composite index on `Job.status, Job.date_created` is declared in the model, plus `index=True` on the foreign keys the worker and detail pages filter on ([HIGH-04]).
+- `Source.preferred_execution_attempt_id` declares its foreign key with `use_alter=True`, resolving the `source` / `job_source` / `execution_attempt` cycle so `create_all` will succeed on PostgreSQL when that cutover is taken ([HIGH-08]).
+- Relationship loading defaults change from bidirectional `lazy="selectin"` to `lazy="raise"`, with per-query `selectinload()` retained or added where a load path genuinely requires it ([CRIT-02]).
+
+No migration script runs against a populated database. No history table, revision directory, or down path is introduced.
+
+### 3. Data Migration
+
+- A one-time script under `tools/` migrates the user's backed-up V4.5 data into the re-leveled schema.
+- The script is authored **after** the `lazy="raise"` flip is complete, so that every relationship it traverses carries an explicit eager load.
+- The script is idempotent, is never invoked automatically at startup, and never runs as part of the test suite.
+- Uploaded Source files, portraits, and artifact files on disk are preserved unchanged; only database rows are rewritten.
+- This is the **final** step of V4.6.
+
+### 4. Worker and Provider Reliability
+
+- `read_next_queued_job` gains `LIMIT 1` and stops materializing the entire queue plus its eager graph on every poll ([CRIT-01]).
+- The claim becomes an atomic `QUEUED` → `PROCESSING` transition. On SQLite this is a bounded single-writer transaction; the `FOR UPDATE SKIP LOCKED` path is written and dialect-guarded for the multi-user direction but is not exercised in V4.6 ([CRIT-01]).
+- Eager relationships are loaded in a second query after the claim succeeds, keeping the hot poll a single narrow row ([CRIT-01]).
+- `ServiceBundle` and the provider client are hoisted to worker-loop scope so the HTTP connection pool and TLS session survive across jobs ([HIGH-02], [MED-06]).
+- `ServiceBundle` gains a `from_session_factory` constructor, replacing three duplicated instantiation blocks ([MED-06]).
+- The `le=20.0` cap on `worker_provider_timeout_seconds` is removed, the default is raised, and an explicit `httpx.Timeout` is passed to the OpenRouter client ([HIGH-03]).
+- The `TranscriptionProvider` Protocol is extended to cover `aclose` and the evidence attributes; the per-call `inspect.signature` reflection at `sources.py:1237` is deleted ([MED-03]).
+
+### 5. Service Layer Consolidation
+
+- A generic `RegistryService[ModelT]` owns list, summaries, create, read, update, delete, and reference-check for semantic-key registries. `DocumentType` and `PersonRole` become thin subclasses declaring their model, error class, reference query, and noun ([MED-11]).
+- Label normalization, the casefold key, and the registry summary shape are defined once ([MED-11]).
+- `ServiceBase` gains `_get_or_raise`, and all 38 hand-written not-found guards adopt it, including the three in `documents.py` that already bypass the local helper ([MED-12]).
+- `services/media_storage.py` becomes the single implementation of validate → hash → write → wrap-error, replacing `store_source_file`, `store_person_portrait`, and the homepage image writer ([MED-13]).
+- `source_mime_type` moves out of `services/sources.py` to a shared module so `documents.py` no longer imports a sibling service ([MED-14], partial).
+- The four query inefficiencies in `sources.py` are corrected: the `job_id` filter moves into SQL, navigation uses two bounded queries, `list_processing_artifacts` gains a `limit`, and artifact re-hashing moves off the event loop ([LOW-08]).
+
+### 6. Async I/O and Configuration Hygiene
+
+- Blocking filesystem and CPU work — media writes, artifact writes, integrity hashing, and Pillow orientation normalization — is wrapped in `asyncio.to_thread` ([MED-01]).
+- `functools.cache` on the engine and session factories is replaced with an explicit URL-keyed registry supporting targeted eviction ([MED-04]).
+- The `object.__setattr__` mutation of a frozen `Settings` model in `normalize_provider_models` is replaced with `model_copy(update=...)` or a computed property ([Pydantic V2 §3]).
+- `models.py` timestamp columns that are expected to track modification gain `onupdate`, so `updated_at` and `date_updated` stop being stale on paths that do not set them by hand ([SQLModel §3]).
+- The exception swallowed to `None` in an ORM model property is surfaced ([MED-08]).
+
+### 7. UI Boundary and Duplication
+
+- The three `ui.instructions.md` violations are corrected ([HIGH-07]):
+  - `jobs_page.py` no longer imports `session_scope` or manages transactions; a service or workflow method owns the session.
+  - `sources_page.py` no longer imports `sqlalchemy.inspect`; the service returns a plain `transport_body_deferred` flag on a read model.
+  - `document_panzoom` no longer calls `get_settings()`; a ready media URL is passed in.
+- The duplication catalogued in the review's §4 is extracted, highest value first: `confirm_delete`, `media_urls`, `guards`, `formatters`, `upload_panel`, and the hand-rolled tables that should use `build_table` (~500 lines).
+- The 23KB inline SVG moves to `ui/static/` and is loaded through an `importlib.resources` reader alongside the existing `read_css` ([MED-09]).
+- `people_page.py:504` routes its error through `error_presenter.show_error` like every sibling handler ([LOW-07]).
+- Untyped handler parameters and loosely-typed dict returns are annotated ([LOW-05]).
+- The auto-refresh timer is cancelled rather than only deactivated, and its interval becomes a named constant ([LOW-06]).
+
+### 8. Type Checking and Tooling Gate
+
+- The codebase standardizes on `ty`. Remaining suppressions are converted from `# pyright: ignore[...]` to `# ty: ignore[...]` ([HIGH-06]).
+- The `lazy="raise"` flip in §2 is expected to eliminate most of the ~160 `selectinload` diagnostics by removing redundant eager loads.
+- `ty check` reaches zero diagnostics and is wired into the existing pre-commit setup as a gate ([HIGH-06]).
+- The two real bugs currently hidden in the diagnostic noise are fixed: `tests/ui/test_sources_page.py:25` constructs `Source(...)` without the required `document_id`, and `tools/run_destructive_tests.py:76,80` uses `fcntl`, which does not exist on the Windows development platform ([HIGH-06]).
+- `ruff check` reaches zero errors ([LOW-01]).
+- `asyncio_default_fixture_loop_scope` is configured explicitly so pytest-asyncio behavior does not change on upgrade ([Testing §3]).
+- The stale path in `.github/instructions/services.instructions.md:10` is corrected to `src/transcription/db/models.py` ([LOW-02]).
+- `list_jobs` stops accepting and discarding `load_docs` ([LOW-03]).
+- `resolve_worker_notifier` validates its `getattr` result ([LOW-04]).
+
+## Out of Scope
+
+- Any new user-facing feature, page, action, or field.
+- PostgreSQL enablement, Postgres-backed CI, or a Postgres cutover. The `use_alter` fix unblocks it; it does not perform it.
+- Alembic or any migration framework, revision directory, history table, or down path.
+- Multi-worker or multi-process execution. Forward-compatible code paths are written but not enabled or exercised.
+- Concurrency limits, backpressure, or parallel job processing. Jobs remain strictly serial.
+- **Splitting `SourceService` into per-model services and relocating `update_job_source_transcription` to `workflows.py` ([MED-14]). Deferred to V4.7.** It touches the transcription write path and cannot safely share a release with the schema re-level.
+- Any change to transcription prompt content, medium markers, quality-warning rules, or the retranscription workflow established in V4.5.
+- Any change to the evidence, provenance, or immutability contracts established in V4.2 through V4.5.
+- Deleting, rewriting, or reinterpreting existing `ExecutionAttempt` or `ProcessingArtifact` evidence during data migration.
+- Rewriting the UI table architecture, theme system, or CSS conventions beyond removing duplication.
+- Performance work not traceable to a review finding.
+
+## Locked Design Decisions
+
+### A. Remediation Only
+
+Every change traces to a review finding ID. A desirable improvement discovered during implementation that has no finding ID is recorded for a later revision rather than absorbed.
+
+### B. Re-Level, Do Not Migrate
+
+The schema is pre-production and the data is disposable and backed up. Deleting the hand-rolled upgrade chain and regenerating from metadata is correct precisely because this window will not exist again. A migration framework is the right answer once the schema stabilizes, and V4.6 deliberately does not pretend that moment has arrived.
+
+### C. One Schema Pass
+
+The re-level, the indexes, the `use_alter` fix, and the `lazy="raise"` flip all regenerate the same schema. They land together, are verified together, and are reverted together if verification fails. Partial application is not a valid state.
+
+### D. Data Migration Is Last
+
+The migration script is written against the final schema and the final loading strategy. Writing it earlier guarantees rework and risks it carrying implicit lazy loads that `lazy="raise"` will later reject.
+
+### E. Forward Compatibility Where It Is Cheap
+
+Single-process operation makes the atomic job claim non-urgent, not wrong. Where the correct multi-user implementation costs little more than the single-user one, V4.6 writes the correct one and guards it by dialect. Where it costs substantially more, V4.6 defers it and documents the assumption.
+
+### F. Behavior Is Preserved Exactly
+
+A pure-remediation release that changes observable behavior has failed. The existing test suite is the contract: 264 passing tests must still pass, and any test that must change is treated as evidence that the change is not remediation.
+
+### G. The Instruction Files Are the Standard
+
+Most findings are deviations from rules the project already wrote down. V4.6 restores conformance to `services.instructions.md` and `ui.instructions.md` rather than inventing new conventions — except where a rule is itself wrong, in which case the rule is corrected explicitly.
+
+## Acceptance Criteria
+
+1. `app_state.py`, `services/transcription.py`, the `store.py` aliases, `ServiceBase.queue`, and `db/operations.py:get_next_queued_job` no longer exist, and the full suite passes without them.
+2. `upgrade_schema` and the three `_upgrade_*` functions no longer exist; no raw `ALTER TABLE` or `CREATE INDEX` string appears in `src`.
+3. A database created from empty by `create_all()` contains the composite `Job` index, indexed hot foreign keys, and a `preferred_execution_attempt_id` column whose type matches the model declaration.
+4. Compiling the metadata against the PostgreSQL dialect emits **no** unresolvable-cycle warning.
+5. No `Relationship` in `db/models.py` uses `lazy="selectin"` as a bidirectional default; every load path that requires eager loading declares it per query, and the suite passes under `lazy="raise"`.
+6. `read_next_queued_job` returns at most one row and issues no eager-load queries; a test asserts the emitted SQL contains `LIMIT`.
+7. The worker processes two consecutive jobs against a single provider client instance; a test asserts the client is not reconstructed between jobs.
+8. `worker_provider_timeout_seconds` accepts a value above 20 seconds, and the OpenRouter client receives an explicit `httpx.Timeout`.
+9. `inspect.signature` no longer appears in the transcription call path.
+10. `DocumentType` and `PersonRole` CRUD is served by one shared implementation; the existing registry tests for both pass unchanged.
+11. `ServiceBase._get_or_raise` is the only place a `NOT_FOUND` guard is written for an entity fetched by id.
+12. One media-storage implementation serves Source files, portraits, and homepage images, and its write is off the event loop.
+13. `list_sources_detail` filters by `job_id` in SQL; `read_source_navigation` issues bounded queries; `list_processing_artifacts` accepts a `limit`.
+14. No page imports `session_scope`, `sqlalchemy.inspect`, or `get_settings`.
+15. The 23KB SVG literal no longer appears in any `.py` file.
+16. `ruff check` reports zero errors.
+17. `ty check` reports zero diagnostics and runs as a pre-commit gate.
+18. `tools/run_destructive_tests.py` runs on Windows.
+19. All 264 pre-existing tests still pass. Any test modified during V4.6 is individually justified as a test defect rather than a behavior change.
+20. The migration script restores the backed-up V4.5 data into the re-leveled schema with row counts matching the backup, and no on-disk Source file, portrait, or artifact is modified.
+21. No new user-facing feature, page, action, or field exists in V4.6 that did not exist in V4.5.
+22. Database, integration, and UI verification uses isolated test data and never modifies `data/transcription.db`.
+
+## Scope Freeze Gate
+
+V4.6 is sufficiently frozen to begin implementation:
+
+- The operating context — SQLite, single process, disposable data — is confirmed and its consequences for severity are resolved.
+- The schema strategy is resolved: re-level, no Alembic, one pass, migration last.
+- The severity band is resolved: Critical through Low, inclusive.
+- The service-layer consolidation set is resolved, and the `SourceService` split is explicitly deferred to V4.7.
+- The release character is resolved: pure remediation, no new features.
+
+Any expansion into PostgreSQL enablement, multi-worker execution, a migration framework, the `SourceService` split, or any new feature requires an explicit V4.6 scope amendment or a later revision.
+
+## Related Local References
+
+- [V4.6 Implementation Plan](implementation_plan_v4_6.md)
+- [Architecture & Code Review Report](../architecture_code_review_2026-08-17.md)
+- [V4.5 Scope Boundary](../ver4.5/scope_boundary_v4_5.md)
+- [V4.5 Implementation Plan](../ver4.5/implementation_plan_v4_5.md)
+- [V4.2 Evidence and Provenance Scope](../ver4.2/scope_boundary_v4_2.md)
+- [V4 Architecture](../ver4/architecture_v4.md)
+- [V4 Schema](../ver4/schema_v4.md)
+- [Transcription Methodology](../invariant/transcription_methodology.md)
+- [AI Evidence and Provenance Invariant](../invariant/ai_evidence_and_provenance.md)

docs/ver4.7/implementation_plan_v4_7.md

@@ -0,0 +1,208 @@
+# Implementation Plan (Version 4.7)
+
+## Goal
+
+Collapse the duplicated evidence model, remove the `ProcessingArtifact` subsystem and move orientation normalization to ingest, complete the `SourceService` decomposition deferred from V4.6 ([MED-14]), correct the run-time measurement window, and close the remaining correctness and tooling items opened during V4.6. No new user-facing behavior.
+
+## Planning Status
+
+**Frozen.** The boundary is [`scope_boundary_v4_7.md`](scope_boundary_v4_7.md). Feature work is parked in [`../ver4.8/feature_backlog_v4_8.md`](../ver4.8/feature_backlog_v4_8.md).
+
+## Planning Constraints
+
+- Every change traces to a finding ID or a V4.6 review-log entry.
+- `ruff check` clean and `ty check` at **0 diagnostics** at the end of every phase, matching the V4.6 exit state.
+- The full suite passes at the end of every phase.
+- **Test changes are expected in Phases 1 and 2.** This differs from V4.6, where the mechanical moves required no test logic changes. Measured blast radius: 33 references to the removed `job_source` evidence fields across 8 test files, and 10 `ProcessingArtifact` references across 3. Only Phase 4 retains the "no test logic changes" rule.
+- Use `.\.venv\Scripts\python.exe -m pytest` (the system interpreter has no packages).
+- Back up `data/transcription.db` **and** `data/documents/` before running any migration step. The image backfill rewrites files in place.
+- One phase, one commit.
+
+## Expected Project Impact
+
+| Area | Before | After |
+| :--- | :--- | :--- |
+| `job_source` columns | 9 | **4** - `id`, `job_id`, `source_id`, `status` |
+| `JobSourceStatus` on disk | two spellings across two tables | one spelling, plus a new `CANCELLED` member |
+| `processing_artifact` | table, model, ~283 lines of service code, 2 rows | removed |
+| Orientation normalization | derived per transcription, artifact-backed | applied once at ingest, no derivative |
+| Stored image rotation | `quality=95, subsampling=0`, +38% size | qtables reuse, ~6% smaller, higher PSNR |
+| `services/sources.py` | 1,389 lines, 4 domain models | ~900 lines, `Source` + `JobSource` |
+| `services/evidence.py` | does not exist | ~174 lines, `ExecutionAttempt` reads and export |
+| `services/artifacts.py` | planned | **cancelled** - deleted rather than extracted |
+| `duration_ms` | provider call + normalization + artifact write + commit | the operation the timeout governs |
+| Worker loop errors | every `Exception` logged and suppressed | programming errors distinguishable from provider faults |
+| Quality gate | local pre-commit only, inert until installed | enforced in CI |
+
+## Migration Handling
+
+All schema and data changes are delivered by a single idempotent `tools/migrate_v46_to_v47.py`, following the `tools/migrate_v45_to_v46.py` conventions: never invoked at startup, never run by the test suite.
+
+The tool is **built incrementally** - Phase 1 creates it with its own step, Phase 2 appends the next - and is **run at the end of each of those phases** so the live database stays usable at every phase boundary. Idempotency is what makes re-running safe.
+
+Steps, in execution order:
+
+1. Rotate the 58 stored images carrying EXIF orientation 3, in place, using qtables reuse; strip the orientation tag.
+2. Drop the `processing_artifact` table and remove its external artifact files.
+3. Normalize `execution_attempt.status` to the single declared spelling ([45]).
+4. Drop `job_source.raw_transcription`, `ai_metadata`, `raw_api_response`, `executed_at`, `error_detail`.
+
+`tools/migrate_v45_to_v46.py` deliberately accepts both enum spellings because it reads historical backups. Leave that tolerance in place.
+
+## Implementation Phases
+
+### 1. Ingest Normalization and ProcessingArtifact Removal
+
+Deletion comes first, so that Phase 4 never restructures code that is on its way out.
+
+Tasks:
+
+1. Move orientation normalization into the ingest path in `media_storage`, ahead of `write_bytes` (`media_storage.py:57`). Rotate, strip the EXIF orientation tag, then store.
+2. Change the encode settings at `normalization.py:84-85` from `quality=95, subsampling=0` to `qtables=im.quantization`, `subsampling=JpegImagePlugin.get_sampling(im)`, `optimize=True`. Import `JpegImagePlugin` explicitly - it is not reachable as an attribute of `PIL.Image`.
+3. Delete `resolve_provider_input` and its call at `workflows.py:226`. The stored file is now already upright, so the transcription path reads it directly.
+4. Fold the `transcription_quality_warnings` payload (`workflows.py:560-571`) into `execution_attempt.normalized_metadata`.
+5. Delete the artifact cluster from `sources.py` (lines 732-1015) and the artifact branch of `build_evidence_export`.
+6. Delete the `ProcessingArtifact` model and the `CheckConstraint`.
+7. Remove the "Orientation normalized" badge at `sources_page.py:174-178`, the artifact evidence dump at line 417, and the quality-warnings render at line 661.
+8. Update `test_normalization.py`, `test_v42_evidence.py`, and `test_db.py`. Normalization tests should now assert on ingest behavior rather than on artifact creation.
+9. Create `tools/migrate_v46_to_v47.py` with steps 1 and 2. Back up, run, verify.
+
+Verification: re-check EXIF orientation across `data/documents/` - no stored image should report orientation 3, 6, or 8. Spot-check one backfilled page visually.
+
+Exit: suite green, `ty check` at 0, `processing_artifact` gone from schema and code.
+
+### 2. Evidence Model Simplification
+
+Tasks:
+
+1. Add `JobSourceStatus.CANCELLED`. Update `jobs.py:378-384` to write it instead of `FAILED` plus `"Cancelled by user"`.
+2. Declare one spelling for `JobSourceStatus` across both `job_source.status` and `execution_attempt.status` ([45]). `job_source.status` already declares `values_callable`; `execution_attempt.status` does not.
+3. Remove `raw_transcription`, `ai_metadata`, `raw_api_response`, `executed_at`, and `error_detail` from the `JobSource` model.
+4. Redirect every read to `execution_attempt`:
+   - `transcript.py:103-119` sorts by `executed_at` - sort by `ExecutionAttempt.finished_at`.
+   - `sources_page.py:390-393` reads `ai_metadata` and `raw_api_response`.
+   - `sources_page.py:337-375` renders status, executed time, and error detail.
+   - `models.py:266-278` and `models.py:328-343` derive transcript and error from `job_sources`.
+5. Shrink `update_job_source_transcription` (`sources.py:524-679`) to write only the surviving `JobSource` columns. Keep the method in `sources.py` and keep both writes in one session scope.
+6. Confirm `jobs.py:411-424` retry still works unchanged. It resets `FAILED` to `PENDING`; the attempt history it appears to discard is preserved by `ExecutionAttempt`'s unique constraint.
+7. Confirm `workflows.py:432-442` work selection is unaffected. It filters `status != TRANSCRIBED` within `job.job_sources`, so `CANCELLED` pages are excluded from a re-run only if that is the intent - **decide explicitly** whether cancelled pages should be re-attempted, and encode the answer in the filter rather than leaving it implicit.
+8. Update the 33 affected test references across the 8 files identified.
+9. Append migration steps 3 and 4. Back up, run, verify row counts before and after.
+
+Exit: suite green, `ty check` at 0, `job_source` at 4 columns.
+
+### 3. Stage B - Extract `services/evidence.py` ([MED-14])
+
+Read-side only, now applied to a substantially smaller `sources.py`.
+
+Move:
+
+- `read_latest_execution_attempt` (216-245), including the `LatestExecutionAttempt` read model
+- `promote_machine_attempt` (679-710)
+- `list_execution_attempts` (710-732)
+- `build_evidence_export` (1015-1107)
+
+Tasks:
+
+1. Create `services/evidence.py` with an `EvidenceService(ServiceBase)` following the `DocumentService` conventions.
+2. Move the methods and the `LatestExecutionAttempt` dataclass verbatim. Preserve signatures, keyword-only arguments, error types, and `_session_scope` usage exactly.
+3. Preserve every explicit `selectinload()` chain. **Chain, never varargs** - `selectinload(A.b).selectinload(B.c)` and `selectinload(A.b, B.c)` produce an identical `.path` but are not equivalent, and under the `lazy="raise"` default set in V4.6 the varargs form raises at render time. See `db/loading.py`.
+4. Update `ServiceBundle` to construct and expose the new service via the `from_session_factory` constructor added in V4.6.
+5. Update call sites in `sources_page.py` and `workflows.py`.
+6. Run `ruff check --fix` **in the same pass** as the import edits - autofix removes imports that are unused at that moment.
+7. **Revise `.github/instructions/services.instructions.md` to describe the boundaries this decomposition actually produced** (review log [59]). Do this *after* the move, not before - the refactor is the empirical test of the rule, and a rule written in advance would have to be bent to fit. Known defects to correct:
+   - **Line 11, `1 service class per data model`** - the rule is table-shaped rather than aggregate-shaped, and is the measured cause of `sources.py` reaching 1,389 lines. Replace with aggregate ownership.
+   - **No home for junction tables.** The rule names the four core components (Document, Source, Job, Person) but is silent on `job_source` and `document_person`, where they intersect. Add an explicit model-ownership table naming the owning service for every model, including junctions and `ExecutionAttempt`.
+   - **Lines 30-32**, mandatory CRUD for every model, is already false: `prompts.py` does not comply. Soften to describe intent rather than mandate a method set.
+   - **Line 13 vs lines 75-77** read as contradictory on whether a service may touch more than one table. Reword the composition section so the ownership rule and the multi-table-operation guidance agree.
+   - **Line 77** typo: `picutre`.
+
+Note that line numbers above are pre-Phase-1 positions and will have shifted. Locate by symbol, not by line.
+
+Exit: suite green **with no test logic changes** beyond import paths, `ty check` at 0, and `services.instructions.md` consistent with the post-refactor module layout. Walk every `/ui/*` page and confirm a 200, since `lazy="raise"` turns a missed eager load into a runtime error rather than a slow query.
+
+### 4. Run-Time Measurement Window (review log [55])
+
+Tasks:
+
+1. In `workflows.py`, make the recorded duration cover only the operation the `wait_for` at lines 240-249 governs. Either move `monotonic_started_at` (line 221) to immediately before the `wait_for`, or capture provider latency separately and record that.
+2. Apply the same treatment to all three write sites: success (line 278), `TimeoutError` (line 295), and general failure (line 330). The failure paths must keep using the monotonic clock.
+3. If preprocessing time is still worth keeping, record it as its own value rather than folding it into `duration_ms`.
+4. Update `sources_page.py:400`, which renders the raw integer as `"27612 ms"`.
+
+Phase 1 already removes normalization and the artifact write from this window, which narrows the gap but does not close it - the `session.commit()` at line 228 remains inside it.
+
+Verification: a recorded timeout duration should sit at or just under the configured budget, not 0.4-2.0 s above it as in the three historical `local_timeout` rows.
+
+### 5. Worker Exception Handling (review log [8])
+
+`worker.py:96-106`.
+
+Tasks:
+
+1. Separate genuinely retriable faults from programming errors. `classify_unexpected_error` is already called at line 101 and its result is currently only logged.
+2. Ensure a non-retriable error reaches a terminal state instead of being retried.
+3. Keep terminal-state and retry persistence atomic per `services.instructions.md:63-65`.
+4. Add a test that a deliberate programming error in the loop does not silently retry.
+
+Context: with `WORKER_MAX_RETRIES=1` and a 30 s timeout the worst-case silent burn is 60 s, down from 360 s, so this is no longer urgent - but it remains the real fix behind that risk.
+
+### 6. CI Enforcement ([HIGH-06], review log [40])
+
+Tasks:
+
+1. Add a workflow under `.github/workflows/` running `ruff check`, `ty check`, and `pytest` on push and pull request.
+2. Use the same commands as `.pre-commit-config.yaml` so local and CI gates cannot drift.
+3. Confirm the 4 tests that skip without `OPENROUTER_API_KEY` skip cleanly in CI rather than failing.
+4. Negative-test the workflow by pushing a deliberate lint error on a scratch branch.
+
+## Sequencing Constraints
+
+- **Phase 1 before Phase 3.** Code scheduled for deletion is never extracted first. This is why the previously planned `services/artifacts.py` is cancelled.
+- **Phase 1 before Phase 2.** Both touch `workflows.py` write paths; separating them keeps any regression attributable.
+- **Phase 4 before any V4.8 telemetry work.** A model-performance rollup built on the current `duration_ms` would chart preprocessing mixed with provider latency.
+
+## Test Strategy
+
+- **Phase 1:** normalization tests move from asserting artifact creation to asserting ingest behavior. Add a test that a stored image never retains EXIF orientation 3, 6, or 8.
+- **Phase 2:** assert that evidence reads resolve through `execution_attempt`; assert `CANCELLED` is distinguishable from `FAILED`; verify both status columns round-trip identically and existing rows read back correctly after the fix-up.
+- **Phase 3:** the suite passes with **no test logic changes**. Only import paths update. A required behavioral change signals the move was not mechanical - stop and re-examine.
+- **Phase 4:** assert the recorded duration is bounded by the configured timeout.
+- **Phase 5:** new test that a programming error does not silently retry.
+- **Phase 6:** CI must fail on an injected lint error.
+
+## Risks
+
+| Risk | Mitigation |
+| :--- | :--- |
+| The image backfill corrupts originals - it rewrites files in place with no archival master | Back up `data/documents/` before running; idempotent step keyed on the EXIF tag so a second run is a no-op; visually spot-check a backfilled page |
+| Dropping `job_source` columns loses data that turns out not to be duplicated | Verified 77/77 identical on all three evidence columns before dropping; re-run that comparison inside the migration and abort on any mismatch |
+| A read still expects a removed `job_source` column and fails only at render time | Grep-driven checklist in Phase 2 task 4; walk every `/ui/*` page after the phase |
+| Cancelled pages are silently re-attempted, or silently never re-attempted | Phase 2 task 7 forces an explicit decision in the work-selection filter |
+| A moved query loses an eager load and trips `lazy="raise"` at render time | Preserve `selectinload` chains verbatim; walk every `/ui/*` page after Phase 3 |
+| `ruff check --fix` deletes an import mid-move | Edit imports and usages in the same pass, as in V4.6 |
+| Circular imports between `sources.py` and `evidence.py` | Composition is sanctioned by `services.instructions.md:75-77`; keep the dependency one-directional |
+| Scope creep into refactoring `update_job_source_transcription` | Out of scope; the boundary records why |
+
+## Delivery Order
+
+1. Ingest normalization and `ProcessingArtifact` removal
+2. Evidence model simplification
+3. Stage B - `evidence.py`, then revise `services.instructions.md` to match
+4. Measurement window
+5. Worker exception handling
+6. CI enforcement
+
+## Done Criteria
+
+Every item in the scope boundary's Acceptance Criteria is satisfied, the suite is green, `ty check` reports 0 diagnostics, and no user-facing behavior has changed.
+
+## Related Local References
+
+- [V4.7 Scope Boundary](scope_boundary_v4_7.md)
+- [Architecture & Code Review Report](../architecture_code_review_2026-08-17.md)
+- [V4.6 Review Log](../ver4.6/review_log_v4_6.md) - resolves the `review log [N]` citations used throughout this document
+- [V4.6 Implementation Plan](../ver4.6/implementation_plan_v4_6.md)
+- [V4.8 Feature Backlog](../ver4.8/feature_backlog_v4_8.md)
+- `.github/instructions/services.instructions.md`
+- `src/transcription/db/loading.py` - the `selectinload` varargs trap

docs/ver4.7/scope_boundary_v4_7.md

@@ -0,0 +1,195 @@
+# V4.7 Scope Boundary
+
+This document defines the frozen boundary for V4.7, an **architectural cleanup and evidence-model re-alignment release**. V4.6 remains the behavioral baseline. V4.7 introduces **no new user-facing features**; it completes the structural work V4.6 deferred, simplifies the evidence model down to what the application actually uses, and closes the correctness items opened during V4.6 implementation.
+
+Every item in scope is traceable either to a review finding ID in [Architecture & Code Review Report](../architecture_code_review_2026-08-17.md) or to a numbered entry in the V4.6 implementation review log. Any change that cannot be traced to one of those is out of scope.
+
+All image *presentation*, media, and telemetry-presentation work is deferred to V4.8. See [`ver4.8/feature_backlog_v4_8.md`](../ver4.8/feature_backlog_v4_8.md).
+
+## Purpose
+
+- Collapse the duplicated evidence model so that `job_source` records **membership and queue state** and `execution_attempt` records **evidence**, with no overlap.
+- Remove the `ProcessingArtifact` subsystem, which has executed exactly once in the application's history, and move orientation normalization to ingest where it belongs.
+- Complete [MED-14] by decomposing `SourceService`, which still owns four domain models.
+- Correct the run-time measurement window so provider latency can be trusted before anything is built on top of it.
+- Stop the worker from silently swallowing programming errors.
+- End the dual-spelling persistence of `JobSourceStatus`.
+- Make the `ruff` / `ty` gate enforceable in CI rather than only on a developer machine that has run `pre-commit install`.
+
+## Confirmed Operating Context
+
+These answers are frozen for V4.7 and govern every decision below.
+
+| Question | Answer |
+| :--- | :--- |
+| Database | **SQLite only.** PostgreSQL remains the intended destination. The V4.6 re-level already resolved the FK cycle with `use_alter=True`. |
+| Topology | **Single user, single process, single worker.** Unchanged from V4.6. |
+| Schema evolution | **Re-level from current metadata**, exactly as V4.6. No Alembic, no `_upgrade_*` chain. |
+| Existing data | The live database is populated. V4.7 is **schema-affecting**: three structural changes plus a one-time image backfill, delivered by a single `tools/migrate_v46_to_v47.py`. |
+| Release character | **Architectural cleanup and evidence-model re-alignment.** No new features. |
+| Image fidelity | **Visually lossless is sufficient.** Measured at 51.5-55.0 dB PSNR for a single re-encode generation. Bit-exact preservation was considered and rejected as unnecessary complexity. |
+| Provider settings | `WORKER_PROVIDER_TIMEOUT_SECONDS=30.0`, `WORKER_MAX_RETRIES=1`, calibrated 2026-08-18. Not revisited in V4.7. |
+
+## Evidence Gathered
+
+The decisions below rest on measurements taken against the live database on 2026-08-18, not on inspection alone.
+
+| Measurement | Result |
+| :--- | :--- |
+| `job_source.raw_transcription` vs latest attempt | **77/77 identical** |
+| `job_source.ai_metadata` vs `normalized_metadata` | **77/77 identical** |
+| `job_source.raw_api_response` vs `sdk_response_snapshot` | **77/77 identical** |
+| `job_source.error_detail` vs attempt `error_detail` | 2/2 identical |
+| `job_source.status` vs `execution_attempt.status` | 0/79 textually identical - the dual-spelling defect [45] |
+| `job_source` rows with more than one attempt | 1 of 79 |
+| `processing_artifact` rows in existence | **2**, both from one job on 2026-08-16, against 77 successful transcriptions |
+| Source images carrying EXIF orientation 3 | **58 of 79**, of which only 1 was ever normalized |
+
+## In Scope
+
+### 1. Evidence Model Simplification
+
+`job_source` began as the many-to-many link between `job` and `source` and accreted response-capture fields over time. `execution_attempt`, added later in V4.2 (commit `6bd4cbb`), captures the same information in more detail. The measurements above show the overlap is total, not partial.
+
+**`job_source` is stripped, not deleted.** It cannot be folded into `execution_attempt`, because it carries state that exists when no provider call has occurred:
+
+- `store.py:249,313` create rows with `status=PENDING` **at job creation**, before any call.
+- `workflows.py:432-442` selects work by `status != TRANSCRIBED` on `job.job_sources`.
+- `jobs.py:378-384` cancel writes a terminal state with **no provider call at all**, so no attempt row could carry it.
+
+An append-only evidence table cannot express "queued, not yet attempted" or "cancelled before any call". The junction survives; the duplicated evidence does not.
+
+**Retained:** `id`, `job_id`, `source_id`, `status`.
+
+**Removed:** `raw_transcription`, `ai_metadata`, `raw_api_response`, `executed_at`, `error_detail`.
+
+**Added:** `JobSourceStatus.CANCELLED`, so cancellation stops overloading `FAILED` plus the free-text string `"Cancelled by user"`. This is what retires `error_detail`.
+
+**Unchanged:** the retry reset at `jobs.py:411-424`. Flipping `FAILED` back to `PENDING` loses no history, because `ExecutionAttempt`'s `UniqueConstraint(job_id, source_id, attempt_number)` (`models.py:389`) already preserves every prior attempt. This is confirmed in live data: attempt 1 `FAILED`/`local_timeout` and attempt 2 `TRANSCRIBED` are both retained. Adding a second `job_source` row per retry would duplicate that mechanism and break the one-row-per-`(job, page)` assumption in `read_job_source_for_job` and `sources.py:570-574` - where uniqueness is enforced **in code, not by a database constraint**.
+
+This item absorbs review log [45], since both changes rewrite `JobSourceStatus` persistence and must land as one migration.
+
+### 2. ProcessingArtifact Removal and Ingest Normalization
+
+`ProcessingArtifact` is a generic container for derived data products, with a `CheckConstraint` enforcing that content is either inline JSON or an external file, never both. Two rows exist. The quality-warnings path at `workflows.py:560-571` writes one on **every** successful page, yet 77 successful transcriptions produced a single row, so the subsystem postdates nearly all data and has effectively never run.
+
+Orientation normalization itself is **not** dispensable and was **not** a red herring. 58 of 79 stored images carry EXIF orientation 3, and the raw decoded pixels of the page that prompted the original investigation are genuinely upside down. Sending those bytes unrotated sends an inverted page to the model.
+
+The fix is to normalize at ingest rather than derive at transcription time:
+
+- Rotate on upload, in `media_storage`, before the image is stored. Every stored byte is then already upright and no derivative needs to exist.
+- Use Pillow with `qtables=im.quantization`, `subsampling=JpegImagePlugin.get_sampling(im)`, `optimize=True`. Measured against the current `quality=95, subsampling=0` settings at `normalization.py:84-85`, this is **better on both axes**: 51.5-55.0 dB PSNR versus 50.0-53.5 dB, and roughly 6% smaller output versus 38% larger.
+- Strip the EXIF orientation tag after rotating.
+- No archival master is retained. No external `jpegtran` dependency is introduced. No MCU-alignment rejection path is needed, because Pillow handles any dimensions - including the single 2306x2019 outlier.
+
+Then delete: the `processing_artifact` table, the `ProcessingArtifact` model, the ~283-line artifact cluster in `sources.py` (lines 732-1015), `resolve_provider_input`, and the artifact branch of `build_evidence_export`. The `transcription_quality_warnings` payload folds into `execution_attempt.normalized_metadata`.
+
+Deleting stored images is not involved; the 58 already-ingested rotated images are rotated **in place** by the migration. No live integrity check is invalidated: `Source` has no digest column, and the only stored digests are `ExecutionAttempt.request_manifest_sha256` - a hash of the request manifest, correct as history - and `ProcessingArtifact.payload_sha256`, which is removed with the table.
+
+### 3. SourceService Decomposition ([MED-14])
+
+`services/sources.py` is **1,389 lines** and `SourceService` owns `Source`, `JobSource`, `ExecutionAttempt`, and `ProcessingArtifact`.
+
+Item 2 removes the `ProcessingArtifact` responsibility by **deletion rather than extraction**. The previously planned `services/artifacts.py` is therefore cancelled - extracting ~283 lines into a new module and then deleting that module would be wasted work.
+
+What remains is the `ExecutionAttempt` cluster, moved to **`services/evidence.py` (~174 lines)**: `read_latest_execution_attempt` (216-245) with its `LatestExecutionAttempt` read model, `promote_machine_attempt` (679-710), `list_execution_attempts` (710-732), and `build_evidence_export` (1015-1107).
+
+**`update_job_source_transcription` stays in `sources.py`.** The V4.6 deferral note proposed moving it to `workflows.py` as orchestration; that proposal is not adopted. The method writes `JobSource` and `ExecutionAttempt` inside one session scope and derives `attempt_number` at lines 595-600, and `services.instructions.md:63-65` requires the transcript update and the paired terminal status change to commit or roll back together. `services.instructions.md:72` assigns session-aware write helpers to services and commit-boundary control to orchestration, so the current placement already satisfies the instruction file. Splitting the two writes across modules is the most plausible way that atomicity later gets broken. The method will shrink under item 1, since several of the fields it writes cease to exist.
+
+Expected result: `sources.py` lands near **900 lines**.
+
+**`.github/instructions/services.instructions.md` is revised as part of this item** (review log [59]), after the move rather than before. The instruction file's line 11 rule, `1 service class per data model`, is table-shaped rather than aggregate-shaped and is the measured cause of the 1,389-line module this item exists to break up; leaving it unchanged would license the same growth again. The file is also silent on `job_source` and `document_person`, the junctions where the four core components intersect, so ownership of those has never been written down. Sequencing the revision after the decomposition makes the refactor the empirical test of the rule: if the new rule is right, the resulting module boundaries follow from it, and if the code has to be bent to fit, the rule is wrong.
+
+### 4. Run-Time Measurement Window (review log [55])
+
+`services/workflows.py:221` sets `monotonic_started_at` **before** provider-input preparation and the `session.commit()` at line 228. Line 251 computes `elapsed_seconds` from it. But the `asyncio.wait_for` timeout at lines 240-249 wraps **only** `_call_transcriber`.
+
+`duration_ms` therefore measures a strictly wider window than the budget that governs it. This is observable in the migrated data: three historical `local_timeout` rows recorded 20.4 / 20.8 / 22.0 s against a 20.0 s timeout.
+
+In scope: either record provider latency as a distinct value, or move `monotonic_started_at` to immediately before the `wait_for`. Whichever is chosen, the resulting figure must be the quantity the timeout actually governs. Item 2 also removes normalization from this window entirely, which shrinks the discrepancy but does not by itself fix it.
+
+This item **must land before any V4.8 telemetry presentation work**.
+
+### 5. Worker Exception Handling (review log [8])
+
+`worker.py:96-106`, `handle_worker_exceptions`, catches bare `Exception`, logs it, and suppresses it. A programming error inside the worker loop is therefore indistinguishable from a transient provider fault and is retried silently with no UI signal.
+
+In scope: distinguish genuinely retriable faults from programming errors, and ensure a non-retriable error surfaces rather than looping. Retry counting and terminal-state transitions remain governed by `services.instructions.md:63-65`.
+
+### 6. CI Enforcement of the Quality Gate ([HIGH-06], review log [40])
+
+`.github/workflows/` is empty. The `ruff check` and `ty check` gate established in V4.6 Phase 7 exists only in `.pre-commit-config.yaml`, which is inert until a developer runs `pre-commit install`.
+
+In scope: a CI workflow running `ruff check`, `ty check`, and `pytest` on push and pull request, using the same commands as the local hooks so the two cannot drift.
+
+## Out of Scope
+
+- **All image and media presentation work.** Pan and zoom on Source Detail, the homepage gallery, multi-portrait support, image descriptions, and background wallpaper are V4.8.
+- **The model-performance rollup** (review log [54]). It depends on item 4 and is a new user-facing view.
+- **Reducing `update_job_source_transcription`.** See section 3.
+- **Bit-exact image preservation.** Considered and rejected; see Confirmed Operating Context.
+- **PostgreSQL cutover.**
+- **Re-tuning `WORKER_PROVIDER_TIMEOUT_SECONDS` or `WORKER_MAX_RETRIES`.** Calibrated 2026-08-18 against measured per-model durations.
+- **Removing slow models from `PROVIDER_MODELS`** (review log [53]). A configuration judgement, deliberately left with the operator.
+- **Any new feature.**
+
+## Locked Design Decisions
+
+### A. Cleanup Only
+
+V4.7 changes structure and correctness. It does not change what the application does for a user. If a change would be visible on a page as new capability, it belongs in V4.8.
+
+### B. One Home Per Fact
+
+After V4.7, any given piece of evidence is stored in exactly one place. `job_source` holds membership and state; `execution_attempt` holds evidence. Denormalized convenience copies are not reintroduced, and if a read becomes awkward the fix is a query or a read model, not a duplicated column.
+
+### C. Delete Before Refactor
+
+Item 2 deletes the artifact subsystem before item 3 restructures what remains. Code scheduled for deletion is never extracted, renamed, or moved first.
+
+### D. Simplicity Over Edge-Case Management
+
+Where two approaches both satisfy the requirement, the one with fewer moving parts wins. This is why rotation uses Pillow rather than a lossless DCT transform, and why no archival master is kept.
+
+### E. Measurement Before Presentation
+
+Item 4 precedes all V4.8 telemetry work. A dashboard built on a conflated metric looks authoritative and quietly misleads.
+
+### F. One Migration, Backed Up
+
+All schema and data changes land in a single `tools/migrate_v46_to_v47.py`: idempotent, never invoked at startup, never run by the test suite, following the `tools/migrate_v45_to_v46.py` conventions. `data/transcription.db` **and** `data/documents/` are backed up before it runs, because the image backfill rewrites files in place.
+
+### G. The Instruction Files Are the Standard
+
+`.github/instructions/services.instructions.md` and `ui.instructions.md` govern. Where this document and an instruction file disagree, the instruction file wins.
+
+## Acceptance Criteria
+
+- `job_source` carries exactly `id`, `job_id`, `source_id`, `status`; every evidence read resolves through `execution_attempt`.
+- `JobSourceStatus.CANCELLED` exists and cancellation no longer writes free text into a removed column.
+- `job_source.status` and `execution_attempt.status` persist with one spelling, and existing rows are consistent.
+- The `processing_artifact` table, its model, and its service cluster no longer exist.
+- Newly uploaded images are stored upright with no EXIF orientation tag, and the 58 pre-existing rotated images have been backfilled.
+- `services/sources.py` is materially smaller, with `ExecutionAttempt` responsibilities in `services/evidence.py` and `update_job_source_transcription` unmoved.
+- `services.instructions.md` states an aggregate-shaped ownership rule, names an owning service for every model including the junctions, and no longer contradicts itself on multi-table operations.
+- The recorded duration reflects only the operation the timeout governs.
+- A programming error in the worker loop is distinguishable from a provider fault.
+- `ruff check` reports no findings; `ty check` reports **0 diagnostics**, the V4.6 exit state.
+- The full test suite passes.
+- CI runs the same `ruff` / `ty` / `pytest` gate as the local hooks.
+- No new user-facing behavior.
+
+## Scope Freeze Gate
+
+This boundary is frozen. Adding an item requires a finding ID or a review-log entry, and an explicit note recording the addition.
+
+## Related Local References
+
+- [V4.7 Implementation Plan](implementation_plan_v4_7.md)
+- [Architecture & Code Review Report](../architecture_code_review_2026-08-17.md) - finding IDs
+- [V4.6 Review Log](../ver4.6/review_log_v4_6.md) - resolves the `review log [N]` citations used throughout this document
+- [V4.6 Scope Boundary](../ver4.6/scope_boundary_v4_6.md) - the baseline this release builds on
+- [V4.6 Implementation Plan](../ver4.6/implementation_plan_v4_6.md)
+- [V4.8 Feature Backlog](../ver4.8/feature_backlog_v4_8.md) - where deferred feature work is parked
+- `.github/instructions/services.instructions.md`
+- `.github/instructions/ui.instructions.md`

docs/ver4.8/feature_backlog_v4_8.md

@@ -0,0 +1,111 @@
+# V4.8 Feature Backlog
+
+**Status: not scoped.** This is a parking document, not a frozen boundary. It records feature work deferred out of V4.6 and V4.7 together with the evidence gathered so far, so that scoping V4.8 does not start from a blank page.
+
+V4.8 is the first release since V4.5 to add **new user-facing behavior**. V4.6 was pure remediation and V4.7 is architectural cleanup; both were held to "no new features." That constraint ends here, which means V4.8 needs a different verification gate: V4.6 and V4.7 could be validated by "the suite still passes unchanged," and V4.8 cannot.
+
+## Dependency on V4.7
+
+**The model-performance rollup below must not begin until V4.7 Phase 4 lands.** `duration_ms` currently measures provider call *plus* image normalization, artifact persistence, and a DB commit, while the timeout governs only the provider call. A rollup built on it would chart preprocessing time mixed with provider latency and look authoritative while quietly misleading. V4.7 Phase 1 removes normalization and artifact persistence from that window, but the commit remains inside it until Phase 4. See [V4.7 scope boundary section 4](../ver4.7/scope_boundary_v4_7.md).
+
+## Candidate Features
+
+### 1. Pan and Zoom on Source Detail
+
+**Practicality: high. Effort: S.**
+
+`ui/components/document_panzoom.py` existed and was **deleted in V4.6 Phase 5** (`6a3ee26`) because it was exported but wired to no page. It is 136 lines and recoverable:
+
+```
+git show 6a3ee26^:src/transcription/ui/components/document_panzoom.py
+```
+
+It already handled both images and PDFs (the latter via an iframe).
+
+Two things must change on reintroduction - this is not a straight revert:
+
+- It loaded Panzoom from the **unpkg CDN**. For an archival application the library should be vendored locally, otherwise the viewer breaks offline and depends on a third party staying available.
+- It carried its own `_document_url()` helper. V4.6 Phase 5 extracted exactly that logic into `ui/components/media_urls.py` as `resolve_media_url`. Reintroducing the old helper would recreate the duplication Phase 5 removed.
+
+Scope note: apply it to **Source Detail only**. `dark_room_viewer` (`ui/components/viewers.py`) is shared by four pages - `sources_page.py:268`, `home_page.py:25` and `:88`, `people_page.py:453`, `documents_page.py:524` - so a flag on it would leak pan-zoom into the homepage and document detail, which is not wanted. Add a separate component and use it only at `sources_page.py:268`.
+
+Numbering note: the Phase 5 commit message states pan-zoom would return "in V4.7 alongside the other photo/image work." Moving it to V4.8 preserves that **intent** - it stays grouped with the photo work - and changes only the release number.
+
+### 2. Homepage Image Gallery
+
+**Practicality: high. Effort: S. Recommended first feature.**
+
+The storage layer is already built:
+
+- `ui/homepage_store.py:82` `list_homepage_images()` already returns **every** stored image, sorted by modification time.
+- `store_homepage_image()` already accumulates files rather than overwriting.
+- Today the UI calls only `latest_homepage_image()` and displays one image. `list_homepage_images()` is currently exercised **only by tests**.
+
+So multi-image upload is effectively done; what is missing is presentation. NiceGUI 3.13.0 provides `ui.carousel` for left/right navigation and `ui.timer` for rotation.
+
+Sub-items:
+
+- Multi-image display with left/right navigation - small, mostly wiring.
+- Optional slideshow rotating every ~10 minutes.
+
+**Performance caveat:** `list_homepage_images()` performs a directory scan with a `stat()` per file on every call, and `home_page.py` already performs blocking I/O in the page handler (V4.6 review log [25], which was deliberately left alone). A rotating timer that re-enumerates on every tick would repeat that scan indefinitely. Enumerate once at page load and cache the list.
+
+### 3. Multiple Person Portraits
+
+**Practicality: medium. Effort: M/L. Defer behind item 2.**
+
+`Person.portrait_path` is a **single string column**. Supporting multiple portraits requires a new table, a data migration, and upload UI - a materially larger job than item 2, and a different one.
+
+### 4. Image Descriptions
+
+**Practicality: medium, conditional. Effort: M.**
+
+Homepage images are **filesystem-only with no metadata store**, so a caption has nowhere to live today. This needs either a sidecar JSON file or a real table.
+
+This is cheap **only if** item 3 is being done at the same time, since both need the same metadata layer. Designing that layer twice would be wasteful; design it once or not at all.
+
+### 5. Model-Performance Rollup (V4.6 review log [54])
+
+**Practicality: high, but blocked. Effort: M.**
+
+Run-time telemetry is already captured and is per page: `execution_attempt.duration_ms` is a required non-null field written on all three paths in `workflows.py` (success 278, `TimeoutError` 295, general failure 330), with failures using a monotonic clock. Verified against the live database: 80 rows across 80 distinct (job, source, attempt) combinations, one row per page - the largest job has 60 attempts across 60 distinct pages - and zero nulls. Token counts live on the same row in `normalized_metadata.usage`, so tokens-per-second is already derivable without a join.
+
+What is missing is **aggregation**. The figure is visible only for the latest attempt of one source at a time (`sources_page.py:400`), rendered raw as `"27612 ms"`. There is no rollup by model, prompt, or document.
+
+The gap is concrete: calibrating the provider timeout on 2026-08-18 required hand-written SQL against the database, because the application could not answer "which model is slow."
+
+Proposed shape: median / p95 / max duration, tokens per second, and a timeout rate, grouped by model. **Blocked on V4.7 Phase 4.**
+
+### 6. Desaturated Background Wallpaper
+
+**Practicality: low. Recommendation: do not build, or gate behind a setting defaulted off.**
+
+Trivial to implement (`ui.add_css` with a CSS `filter`), but this is a dense archival data application - transcripts, JSON evidence panels, data tables. A background image behind all of that costs contrast and legibility on every page, for aesthetic gain only.
+
+## Suggested Grouping
+
+If V4.8 is scoped as one release, the natural split is:
+
+**Track A - image experience:** items 1 and 2. Both are small, both are self-contained UI work, and item 2's storage layer already exists. This is the highest value for the least risk.
+
+**Track B - metadata layer:** items 3 and 4 together, since they share a table. Only worth starting if both are wanted.
+
+**Track C - telemetry:** item 5, gated on V4.7 Phase 4.
+
+Item 6 is not recommended.
+
+## Open Questions for Scoping
+
+- Should Track B happen at all, or is one portrait per person sufficient?
+- Should the slideshow interval be configurable, or fixed?
+- Should the model-performance rollup be its own page, or a panel on an existing one?
+- Should vendored Panzoom be committed to the repository, or fetched at build time?
+
+## Related Local References
+
+- [V4.7 Scope Boundary](../ver4.7/scope_boundary_v4_7.md) - the blocking dependency for item 5
+- [V4.6 Scope Boundary](../ver4.6/scope_boundary_v4_6.md)
+- [Architecture & Code Review Report](../architecture_code_review_2026-08-17.md)
+- `.github/instructions/ui.instructions.md`
+- `src/transcription/ui/homepage_store.py` - existing multi-image storage
+- `src/transcription/ui/components/media_urls.py` - canonical URL resolution

docs/ver4/architecture_v4.md

@@ -0,0 +1,213 @@
+# System Architecture (Version 4)
+
+This document describes the production architecture of the document transcription system.
+
+## Architecture Objectives
+
+- Preserve original source material, per-execution machine output, and separate human revision.
+- Support batching one or more images into ordered multi-page documents.
+- Capture submission-time prompt provenance and a per-page OpenRouter SDK response snapshot.
+- Execute page transcription concurrently with bounded `asyncio` workers.
+- Maintain relational portability across SQLite and PostgreSQL.
+- Keep operator workflows cross-platform and Python-driven.
+- Support one role-bearing link per Person and Document through an extensible role registry.
+- Support registry-driven document classification with protected semantic built-ins.
+
+## Core Capabilities
+
+- Ingest one or more images into sequential `Source` pages under a `Document`.
+- Execute asynchronous vision transcription with bounded worker concurrency.
+- Preserve original source files with SHA-256 digests and byte sizes.
+- Freeze prompt text, prompt hash, model, and explicitly configured sampling parameters on each `Job`.
+- Preserve page-level machine output, normalized metadata, and an SDK-serialized OpenRouter response snapshot on `JobSource`.
+- Organize historical `Person` records through UUID-identified Document links and extensible roles.
+- Classify Documents through a UUID-identified registry with hidden semantic built-ins and unique labels.
+- Maintain human revision separately from machine-generated text.
+- Isolate page failures so multi-page jobs can complete with partial success.
+- Operate across supported platforms through Python-based application and maintenance tooling.
+
+V4.2 extends this baseline with immutable execution attempts, exact OpenRouter transport evidence, safe
+versioned exports, and provider-neutral derived-artifact provenance. `JobSource` remains the mutable queue and
+compatibility projection; `ExecutionAttempt` is the authoritative append-only processing history. See the
+[V4.2 Scope Boundary](../ver4.2/scope_boundary_v4_2.md).
+
+## Technical Stack
+
+- **Runtime:** Python 3.12 or later.
+- **Web application:** FastAPI and NiceGUI.
+- **Persistence:** SQLModel and SQLAlchemy, with SQLite and PostgreSQL support.
+- **Validation and settings:** Pydantic V2 and pydantic-settings.
+- **Concurrency:** Python `asyncio` workers.
+- **Vision integration:** OpenRouter through the application's provider adapter.
+- **Testing and quality:** pytest, pytest-asyncio, Ruff, and ty.
+
+## Runtime Topology
+
+The runtime operates as an asynchronous Python application:
+
+- FastAPI + NiceGUI web application process.
+- In-process `asyncio` worker engine for transcription execution.
+- Relational persistence via SQLModel / SQLAlchemy.
+- Pydantic V2 validation across API payloads, prompt configuration, and structured metadata.
+
+^^^mermaid
+flowchart LR
+U[Browser User] --> A[FastAPI + NiceGUI App]
+A --> W[Asyncio Worker Engine]
+A --> DB[(Relational DB)]
+W --> P[Vision Provider APIs]
+W --> DB
+^^^
+
+## Lifecycle Ownership
+
+Application lifespan owns runtime setup and teardown:
+
+- Initialize logging, settings, directories, and prompt configuration.
+- Manage asynchronous database engine connection pools.
+- Execute database bootstrap or migrations.
+- Recover stale or interrupted jobs on startup.
+- Manage graceful shutdown of active background tasks.
+
+## Layered Module Structure
+
+### Interface Layer
+
+- `src/transcription/ui/**`
+- `src/transcription/api/**`
+
+Responsibilities:
+
+- Render document, source, person, job, and classification views.
+- Accept user input for uploads, editing, linking, and revisions.
+- Present structured validation and conflict feedback.
+
+### Application and Async Worker Layer
+
+- `src/transcription/services/workflows.py`
+- `src/transcription/worker.py`
+
+Responsibilities:
+
+- Orchestrate uploads, job creation, and status transitions.
+- Execute per-page provider calls through bounded concurrency.
+- Persist page-level outcomes and update aggregate job state.
+
+### Domain and Service Layer
+
+- `src/transcription/db/models.py`
+- `src/transcription/services/documents.py`
+- `src/transcription/services/sources.py`
+- `src/transcription/services/jobs.py`
+- `src/transcription/services/people.py`
+- `src/transcription/services/workflows.py`
+
+Responsibilities:
+
+- Keep one primary service boundary per aggregate: Documents, Sources, Jobs, and People.
+- Documents own document records and the document-type registry.
+- Sources own source records, revisions, source media formats, MIME resolution, and page execution evidence.
+- Jobs own job lifecycle state and transitions.
+- People own person records, relationship roles, document-person links, and portrait media.
+- Apply deterministic conflict handling for relationship-role writes.
+- Synchronize each Document's complete Person link set in the same transaction as Document fields.
+- Resolve and validate registry records by UUID; use hidden semantic keys only for application-owned built-in behavior.
+
+### Source Media Policy
+
+- `services/sources.py` is the single authority for accepted Source extensions and canonical MIME types.
+- Storage and provider payload loading must call the same Source validation functions.
+- Supported Source formats are JPEG, PNG, TIFF, and PDF.
+- Upload is an interface action, not a domain aggregate. Service names, errors, and workflow variables use
+  `Source` terminology; compatibility aliases may remain temporarily at old import boundaries.
+
+### Infrastructure Layer
+
+- `src/transcription/db/**`
+- `src/transcription/providers/**`
+
+Responsibilities:
+
+- Provide async database sessions and engine configuration.
+- Provide provider adapters for vision model execution.
+
+## Core Workflows
+
+### 1. Multi-Page Transcription
+
+1. User uploads one or more images for a `Document`.
+2. System stores files, hashes them, creates ordered `Source` rows, and creates a `Job`.
+3. Worker claims the job, marks it `processing`, resolves metadata-directed orientation, and sends either the
+   immutable original or an exact normalized derivative to the provider.
+4. Each provider call appends an `ExecutionAttempt` with its request manifest, transport evidence, SDK snapshot,
+   normalized metadata, timing, and outcome.
+5. The linked `JobSource` is updated as a compatibility projection. The first successful attempt establishes
+   `Source.preferred_execution_attempt_id` and `Source.raw_transcription`; later successes remain candidates.
+6. Aggregate status becomes `completed`, `partial_success`, or `failed`.
+
+### 2. Document-Person Relationship Management
+
+1. User opens Document Create or Edit.
+2. UI loads one Linked People table containing Person and Role.
+3. Add, Edit, and Delete operations change staged UI state only.
+4. Service validates the complete desired set and computes deterministic add, update, and remove deltas.
+5. Document fields and links commit once in one transaction; any failure leaves both unchanged.
+
+### 3. Document Type Management
+
+1. User selects a registry-backed document type for a document.
+2. Service resolves the Document Type UUID.
+3. Persistence stores the `document_type_id` reference.
+4. Inactive types remain valid for historical rows but are excluded from default selectors.
+
+### 4. Document Printing
+
+1. User opens Print from persisted Document Detail.
+2. Service builds a safe projection containing archival metadata, semantic Author links, ordered Sources, current text,
+   and oldest-to-newest Job metadata.
+3. The preview renders Facsimile or Text-only HTML without exposing local file paths.
+4. An explicit action opens the browser print dialog; browser Save as PDF remains available.
+
+## V4 Domain Rules
+
+- `JobSource.raw_transcription` preserves page output for its Job execution.
+- `Source.raw_transcription` is the selected preferred-machine-output projection for a page.
+- `Source.preferred_execution_attempt_id` identifies its exact immutable provenance; candidate promotion updates
+  both fields atomically.
+- Human corrections occur only in `Source.revised_text`.
+- Prompt and parameter provenance is frozen on `Job` at submission time.
+- The SDK-serialized OpenRouter response snapshot is stored on `JobSource` for each successful page execution.
+- Every V4.2 provider call appends a distinct `ExecutionAttempt`; retries never rewrite earlier attempts.
+- Exact response bytes identify the OpenRouter HTTP boundary and are not labeled as native upstream-provider JSON.
+- Generic `ProcessingArtifact` records use versioned schemas, digests, and one inline or external content location.
+- Orientation-normalized model inputs and deterministic quality warnings are versioned `ProcessingArtifact` evidence
+  attached to the consuming `ExecutionAttempt`.
+- A `retranscription` Job contains one locked existing Source and freezes one configured allowlisted model.
+- `DocumentPerson` links are unique for `(document_id, person_id)` and require one `role_id`.
+- Relationship mutations are deterministic, set-based, and atomic with Document writes.
+- `DocumentType.id` and `PersonRole.id` are canonical relationship identities; unique labels may evolve.
+- Nullable immutable `semantic_key` values identify protected application-defined built-ins and are never public selectors.
+- Current printable text uses non-null `Source.revised_text`; otherwise it uses `Source.raw_transcription`.
+
+## Data Model Summary
+
+- `Document` has one `DocumentType`, many `Source` pages, many `Job` runs, and many `Person` records through `DocumentPerson`.
+- `Source` belongs to one `Document` and may participate in many `JobSource` executions.
+- `Job` has many `JobSource` rows.
+- `PersonRole` defines available relationship roles; `DocumentType` and `PersonRole` may carry hidden semantic identity.
+
+## Test Strategy
+
+- Unit tests for models, validation, hashing, and registry resolution.
+- Service tests for registry protection, atomic link synchronization, uniqueness conflicts, and print projections.
+- Async workflow tests for page isolation, partial failure handling, and stored evidence.
+- UI integration tests for Linked People staging, registry selection, and safe print rendering.
+
+## Related Local References
+
+- [System Overview](index_v4.md)
+- [System Requirements](requirements_v4.md)
+- [Data Model](schema_v4.md)
+- [Error Handling Policy](error_handling_v4.md)
+- [Error Handling Invariant](../invariant/error_handling.md)
+- [Digital Evidence and AI Processing Provenance](../invariant/ai_evidence_and_provenance.md)

docs/ver4/error_handling_v4.md

@@ -0,0 +1,115 @@
+# Error Handling Policy (Version 4)
+
+This document defines the Version 4 taxonomy, contracts, and framework behavior used to satisfy the cross-version [Error Handling invariant](../invariant/error_handling.md).
+
+## Invariant Alignment
+
+Version 4 implements the invariant through:
+
+- The shared error taxonomy below.
+- Structured error envelopes with correlation IDs.
+- Page-level failure isolation and explicit aggregate job status.
+- Atomic relationship and classification writes.
+- Consistent translation across API, UI, service, worker, persistence, and provider boundaries.
+- Bounded retry guidance based on category and idempotency.
+
+## Scope and Authority
+
+This policy governs error behavior across:
+
+- NiceGUI pages
+- FastAPI routes
+- Service-layer orchestration
+- `asyncio` worker tasks
+- Database interactions
+- Provider adapters
+
+## Error Taxonomy
+
+| Category | Definition | Retriable |
+| --- | --- | --- |
+| `validation_error` | Payload, parameter, or schema validation failure | no |
+| `user_input_error` | Unacceptable file, invalid selection, or malformed request from the operator | no |
+| `not_found_error` | Requested `Document`, `Source`, `Person`, `Job`, role, or type does not exist | no |
+| `conflict_error` | Operation violates uniqueness or relationship-write policy | no |
+| `external_provider_error` | Provider API failure, rate limit, or execution problem | yes |
+| `infrastructure_transient_error` | Temporary DB, file-system, or network instability | yes |
+| `infrastructure_persistent_error` | Persistent configuration, credential, or database availability failure | no |
+| `internal_unexpected_error` | Uncaught exception or logic defect | no |
+
+## Async Batch and Page-Level Error Behavior
+
+In multi-page `asyncio` processing:
+
+1. Exceptions from individual page calls are trapped within the page task wrapper.
+2. Failed page detail is written to `JobSource.error_detail` and the page state becomes `failed`.
+3. Aggregate job status is derived from page outcomes:
+   - all pages succeed -> `completed`
+   - some succeed and some fail -> `partial_success`
+   - all fail -> `failed`
+4. Successful pages remain valid even when sister pages fail.
+
+## Relationship and Classification Conflict Behavior
+
+When relationship or document-type writes fail policy checks:
+
+1. Reject the full write operation.
+2. Return structured conflict detail including target identifiers and the violated rule.
+3. Preserve existing persisted relationships unchanged.
+
+## API Error Response Contract
+
+API error responses return a structured envelope:
+
+^^^json
+{
+  "error_id": "err_uuid_12345",
+  "category": "conflict_error",
+  "message": "Relationship write conflicts with existing links.",
+  "suggestion": "Adjust the requested relationship links and retry.",
+  "details": {
+    "document_id": "...",
+    "person_id": "...",
+    "attempted_role": "recipient",
+    "operation": "add_link",
+    "conflict_reason": "duplicate document-person-role link"
+  },
+  "timestamp": "2026-08-10T15:00:00Z"
+}
+^^^
+
+HTTP status mappings:
+
+- `validation_error`, `user_input_error` -> `400`
+- `not_found_error` -> `404`
+- `conflict_error` -> `409`
+- `external_provider_error` -> `502` or `503`
+- `infrastructure_transient_error` -> `503`
+- `infrastructure_persistent_error`, `internal_unexpected_error` -> `500`
+
+## UI Error Presentation Rules
+
+- Display concise failure summaries with the next action the operator can take.
+- Keep form state in context when feasible.
+- Distinguish validation issues, conflict issues, provider failures, and infrastructure failures.
+- For bulk relationship updates, identify the specific role or person that caused a conflict.
+
+## Logging and Audit Expectations
+
+- Log worker failures with correlation IDs and provider context.
+- Log relationship and classification conflicts with machine-readable detail.
+- Log persisted provider errors and page-level execution failures.
+
+## Retry Guidance
+
+- Do not auto-retry validation or conflict failures.
+- Permit user-driven retry after the input or selection changes.
+- Allow bounded retry for transient provider or infrastructure failures when the operation is idempotent.
+
+## Related Local References
+
+- [Error Handling Invariant](../invariant/error_handling.md)
+- [System Overview](index_v4.md)
+- [System Requirements](requirements_v4.md)
+- [Data Model](schema_v4.md)
+- [System Architecture](architecture_v4.md)

docs/ver4/implementation_plan_v4.md

@@ -0,0 +1,102 @@
+# Implementation Plan (Version 4)
+
+## Goal
+
+Implement the Version 4 project definition from the current repository state while preserving existing data by default.
+
+## Migration Policy
+
+- Database changes are non-destructive by default.
+- Exception: the legacy `document_type` text field may be replaced by a `document_type_id` reference without migrating existing text values.
+- Exception: `document_person` links may be recreated manually.
+
+## Current Project Impact
+
+- `src/transcription/db/models.py` requires full schema alignment with the V4 core documents.
+- `src/transcription/services/documents.py` requires set-based document-person sync and document-type resolution.
+- API modules require additive role-aware relationship behavior and document-type selection behavior.
+- UI pages require grouped role displays, multi-role editing, and registry-backed document-type selection.
+- Existing tests require updates for role enforcement, document-type selection, and regression safety.
+
+## Implementation Phases
+
+### 1. Finalize the Transition Documents
+
+- Confirm the reset scope.
+- Confirm the database exception policy.
+- Keep core V4 documents as the only authoritative product definition.
+
+### 2. Align the Persistence Layer
+
+- Update SQLModel definitions to match the final V4 schema.
+- Add `person_role` and `document_type` support.
+- Replace legacy document-type storage with `document_type_id`.
+- Apply the accepted manual exception strategy for `document_type` and `document_person` data.
+- Preserve all other data structures non-destructively.
+
+### 3. Update Services and Write Semantics
+
+- Organize service ownership around Documents, Sources, Jobs, and People.
+- Centralize Source extension and MIME policy in the Sources service.
+- Treat upload as an interface action and remove it from domain service naming where compatibility permits.
+- Implement set-based synchronization for document-person updates.
+- Implement deterministic uniqueness and relationship-write conflict checks.
+- Remove suggestion-related service behavior.
+- Add document-type resolution and validation by UUID.
+
+### 4. Update API Contracts
+
+- Keep API evolution additive.
+- Add role-aware relationship retrieval and write behavior.
+- Add document-type catalog retrieval and UUID-based selection for document writes.
+- Remove suggestion-related API surfaces from the V4 target state.
+
+### 5. Update UI Workflows
+
+- Replace single-person link editing with grouped multi-role editing.
+- Render grouped role links on document and person detail views.
+- Replace free-text document type entry with registry-backed selection.
+- Preserve clear validation and conflict messaging.
+
+### 6. Verification and Hardening
+
+- Add or update service tests for many-per-role behavior, uniqueness conflict handling, and set-based sync correctness.
+- Add API tests for relationship behavior and document-type selection.
+- Add UI tests or walkthrough coverage for grouped roles and type selection.
+- Add regression coverage for delete and cleanup semantics.
+- Enforce backup-first test execution for AI-run unit tests: backup `./data` before tests, then always prompt for restore after successful tests.
+- Keep restore confirmation-gated by default so code and test outcomes can be reviewed before data is reverted.
+
+## Done When
+
+- Core V4 documents and code paths agree on the final project definition.
+- Relationship-role writes are deterministic and non-destructive.
+- Relationship-write conflict rules are enforced consistently.
+- Document type selection is registry-backed.
+- The accepted manual exceptions for `document_type` and `document_person` are completed.
+- The focused test coverage passes.
+
+## Out of Scope
+
+- Suggested/asserted relationship state.
+- Suggestion review or extraction workflows.
+- Global person entity-resolution engine.
+- Automated semantic document-type classification.
+
+## Delivery Order Recommendation
+
+1. Freeze scope boundary and implementation plan.
+2. Freeze core V4 documents.
+3. Align persistence models.
+4. Align services and API behavior.
+5. Align UI behavior.
+6. Run focused verification and regression checks.
+
+## Related Local References
+
+- [V4 Scope Boundary](scope_boundary_v4.md)
+- [System Overview](index_v4.md)
+- [System Requirements](requirements_v4.md)
+- [Data Model](schema_v4.md)
+- [System Architecture](architecture_v4.md)
+- [Error Handling Policy](error_handling_v4.md)

docs/ver4/index_v4.md

@@ -0,0 +1,32 @@
+# Document Transcription System Overview (Version 4)
+
+Version 4 is the architecture baseline for the personal-scale application used to transcribe, organize, and preserve historical documents, source images, and related people records.
+
+## Recommended Reading Order
+
+1. [System Architecture](architecture_v4.md) for capabilities, technical stack, runtime structure, workflows, and component ownership.
+2. [System Requirements](requirements_v4.md) for the verifiable V4 contract.
+3. [Data Model](schema_v4.md) for entities, relationships, constraints, and persistence rules.
+4. [Error Handling Policy](error_handling_v4.md) for the V4 taxonomy and boundary contracts.
+
+## Cross-Version Invariants
+
+- [Historical Document Transcription Design Intent](../invariant/intent.md)
+- [Transcription Methodology](../invariant/transcription_methodology.md)
+- [Error Handling](../invariant/error_handling.md)
+- [Digital Evidence and AI Processing Provenance](../invariant/ai_evidence_and_provenance.md)
+- [UI Style Guide](../invariant/ui_style_guide.md)
+
+## V4 Transition Documents
+
+- [Scope Boundary](scope_boundary_v4.md)
+- [Implementation Plan](implementation_plan_v4.md)
+
+## Incremental Revisions
+
+- [V4.1 Scope](../ver4.1/scope_boundary_v4_1.md) and [Implementation Plan](../ver4.1/implementation_plan_v4_1.md)
+- [V4.2 Evidence and Provenance Scope](../ver4.2/scope_boundary_v4_2.md) and [Implementation Plan](../ver4.2/implementation_plan_v4_2.md)
+- [V4.3 Settings Scope](../ver4.3/scope_boundary_v4_3.md) and [Implementation Plan](../ver4.3/implementation_plan_v4_3.md)
+- [V4.4 Semantic Registries, Linked People, and Printing Scope](../ver4.4/scope_boundary_v4_4.md) and [Implementation Plan](../ver4.4/implementation_plan_v4_4.md)
+- [V4.5 Transcription Input Normalization and Quality Scope](../ver4.5/scope_boundary_v4_5.md) and [Implementation Plan](../ver4.5/implementation_plan_v4_5.md)
+- [V4.6 Architecture Conformance and Reliability Scope](../ver4.6/scope_boundary_v4_6.md) and [Implementation Plan](../ver4.6/implementation_plan_v4_6.md)

docs/ver4/requirements_v4.md

@@ -0,0 +1,60 @@
+# Document Transcription System Requirements (Version 4)
+
+This document defines the baseline requirements for the document transcription system.
+
+## Requirements Model
+
+| ID | Category | Requirement | Verify Method |
+| --- | --- | --- | --- |
+| REQ-0 | System | Provide end-to-end multi-page document transcription with persistent, inspectable async job states. | demonstration |
+| REQ-1 | Functional | Allow users to upload one or more images as ordered `Source` pages under a `Document`. | test |
+| REQ-2 | Functional | Process page transcription asynchronously using an `asyncio` worker pool bounded by rate limits. | test |
+| REQ-3 | Functional | Persist submission-time request provenance and accurately labeled page-level SDK evidence; V4.2 adds exact OpenRouter-boundary transport evidence for new attempts. | test |
+| REQ-4 | Functional | Support job states `queued`, `processing`, `completed`, `partial_success`, and `failed`, plus page states `pending`, `transcribed`, and `failed`. | inspection |
+| REQ-5 | Functional | Allow users to manage historical `Person` records and link each Person to a Document once with exactly one role. | test |
+| REQ-6 | Functional | Support an extensible role taxonomy for document-person relationships. | inspection |
+| REQ-7 | Policy Constraint | Enforce deterministic relationship-role writes with uniqueness on `(document_id, person_id)` and explicit conflict responses for duplicate Person links. | test |
+| REQ-8 | Functional | Use set-based synchronization for document-person mutations so updates add and remove only the intended links. | test |
+| REQ-9 | Functional | Maintain selected machine output and exact attempt provenance on `Source` while permitting independent human edits on `Source.revised_text`. | test |
+| REQ-10 | Functional | Support a UUID-identified `DocumentType` taxonomy with unique user-facing labels and active/inactive lifecycle control. | test |
+| REQ-11 | Data Constraint | Store `Document` type as a controlled reference to `DocumentType`. | test |
+| REQ-12 | Interface | Render multi-page transcriptions sequentially by `page_number` with document, people, and document-type metadata. | demonstration |
+| REQ-13 | Interface | Document create/edit UI must provide one staged Linked People table and select active registry entries by UUID and label. | demonstration |
+| REQ-14 | API Constraint | Expose additive, role-aware retrieval and write behavior for document-person links and UUID-based selection for document types. | test |
+| REQ-15 | Data Constraint | Calculate and store cryptographic file hashes (SHA-256) and file sizes for uploaded source images. | test |
+| REQ-16 | Data Constraint | Preserve a portable relational model across supported backends using SQLModel, SQLAlchemy, SQLite, and PostgreSQL. | inspection |
+| REQ-17 | Reliability | Ensure delete and update flows for documents, people, and relationship links remain deterministic and safe. | test |
+| REQ-18 | Operations Constraint | Keep canonical development, testing, restore, and recovery workflows OS-independent; for AI-run unit tests, require a pre-test backup of `./data` and an always-shown post-success confirmation prompt before any restore action. | inspection |
+| REQ-19 | Quality | Provide automated coverage for async transcription workflows, relationship-role enforcement, document-type selection, and regression behavior. | test |
+| REQ-20 | Data Constraint | Permit hidden immutable semantic keys only on protected built-in Document Types and Person Roles while retaining UUID as relationship identity. | test |
+| REQ-21 | Reliability | Persist Document fields and their complete Linked People set atomically. | test |
+| REQ-22 | Interface | Provide safe browser-native Facsimile and Text-only print views from persisted Document Detail. | demonstration |
+| REQ-23 | Security | Escape stored print text and serve Source images through record-validated application routes without disclosing local paths. | test |
+| REQ-24 | Functional | Print current human-preferred Source text, semantic Author metadata, deterministic Source order, and oldest-to-newest Job metadata. | test |
+| REQ-25 | Quality | Physically apply recognized raster orientation metadata to provider-input derivatives without changing original Source bytes. | test |
+| REQ-26 | Quality | Persist deterministic, non-mutating output warnings without automatic paid retries. | test |
+| REQ-27 | Functional | Create one-Source retranscription Jobs from a configured model allowlist and preserve later successes as candidates until explicit promotion. | test |
+
+## Clarifying Constraints
+
+1. `DocumentType.id` and `PersonRole.id` are their public and relationship identities; labels are unique ignoring case and surrounding whitespace.
+2. Nullable `semantic_key` values identify protected application built-ins, remain internal, and never change.
+3. Relationship-write policy and conflict handling must be consistent across UI, API, services, and persistence.
+4. One Person may appear only once per Document and every link has exactly one role.
+5. Relationship conflicts must fail deterministically without partial Document or link mutation.
+6. Source page reordering and server-generated PDF files remain outside this revision.
+
+## Element Satisfaction Mapping
+
+- UI (NiceGUI): Satisfies REQ-0, REQ-1, REQ-5, REQ-9, REQ-12, REQ-13, REQ-22, REQ-24.
+- API (FastAPI): Satisfies REQ-1, REQ-4, REQ-5, REQ-7, REQ-8, REQ-14, REQ-23.
+- Worker (`asyncio`): Satisfies REQ-2, REQ-3, REQ-4.
+- Persistence (SQLModel / SQLAlchemy): Satisfies REQ-3, REQ-7, REQ-9, REQ-10, REQ-11, REQ-15, REQ-16, REQ-17, REQ-20, REQ-21.
+- Test Suite: Verifies all test-marked requirements and satisfies REQ-19.
+
+## Related Local References
+
+- [System Overview](index_v4.md)
+- [System Architecture](architecture_v4.md)
+- [Data Model](schema_v4.md)
+- [Error Handling Policy](error_handling_v4.md)

docs/ver4/schema_v4.md

@@ -0,0 +1,258 @@
+# Database Schema (Version 4)
+
+This document defines the relational schema for the document transcription system.
+
+## Entity Relationship Diagram
+
+```mermaid
+erDiagram
+DOCUMENT_TYPE {
+UUID id PK
+TEXT semantic_key UK
+TEXT label
+TEXT normalized_label
+BOOLEAN is_active
+TIMESTAMPTZ created_at
+TIMESTAMPTZ updated_at
+}
+
+PERSON_ROLE {
+UUID id PK
+TEXT semantic_key UK
+TEXT label
+TEXT normalized_label
+BOOLEAN is_active
+TIMESTAMPTZ created_at
+TIMESTAMPTZ updated_at
+}
+
+PERSON {
+UUID id PK
+TEXT full_name
+TEXT display_name
+TEXT maiden_name
+DATE birth_date
+TEXT birth_date_raw
+TEXT birth_place
+DATE death_date
+TEXT death_date_raw
+TEXT death_place
+TEXT biography
+TEXT portrait_path
+JSONB metadata
+TIMESTAMPTZ created_at
+TIMESTAMPTZ updated_at
+}
+
+DOCUMENT {
+UUID id PK
+UUID document_type_id FK
+TEXT name
+DATE document_date
+TEXT document_date_raw
+TEXT location_created
+TEXT notes
+TEXT archive_identifier
+TIMESTAMPTZ created_at
+TIMESTAMPTZ updated_at
+}
+
+DOCUMENT_PERSON {
+UUID id PK
+UUID document_id FK
+UUID person_id FK
+UUID role_id FK
+TIMESTAMPTZ created_at
+TIMESTAMPTZ updated_at
+}
+
+JOB {
+UUID id PK
+UUID document_id FK
+VARCHAR status
+INTEGER retry_count
+VARCHAR purpose
+TEXT provider
+TEXT model
+TEXT prompt_name
+TEXT prompt_hash
+TEXT system_prompt
+TEXT user_prompt
+FLOAT temperature
+FLOAT top_p
+TIMESTAMPTZ date_created
+TIMESTAMPTZ date_updated
+}
+
+SOURCE {
+UUID id PK
+UUID document_id FK
+INTEGER page_number
+TEXT upload_name
+TEXT filename
+TEXT file_path
+TEXT file_hash
+BIGINT file_size_bytes
+TEXT raw_transcription
+UUID preferred_execution_attempt_id FK
+TEXT revised_text
+TIMESTAMPTZ date_uploaded
+TIMESTAMPTZ date_revised
+}
+
+JOB_SOURCE {
+UUID id PK
+UUID job_id FK
+UUID source_id FK
+VARCHAR status
+TEXT raw_transcription
+JSONB ai_metadata
+JSONB raw_api_response
+TEXT error_detail
+TIMESTAMPTZ executed_at
+}
+
+EXECUTION_ATTEMPT {
+UUID id PK
+UUID job_source_id FK
+UUID job_id FK
+UUID source_id FK
+INTEGER attempt_number
+VARCHAR status
+JSONB request_manifest
+TEXT request_manifest_sha256
+INTEGER transport_status_code
+BINARY transport_body
+JSONB transport_safe_headers
+JSONB sdk_response_snapshot
+JSONB normalized_metadata
+JSONB software_context
+TEXT raw_transcription
+TEXT failure_phase
+TIMESTAMPTZ started_at
+TIMESTAMPTZ finished_at
+INTEGER duration_ms
+}
+
+PROCESSING_ARTIFACT {
+UUID id PK
+UUID source_id FK
+UUID execution_attempt_id FK
+TEXT artifact_type
+TEXT media_type
+TEXT schema_name
+TEXT schema_version
+TEXT producer
+TEXT producer_version
+JSONB inline_payload
+TEXT external_reference
+TEXT payload_sha256
+BIGINT byte_size
+JSONB coordinate_metadata
+TIMESTAMPTZ created_at
+}
+
+DOCUMENT_TYPE ||--o{ DOCUMENT : classifies
+DOCUMENT ||--o{ DOCUMENT_PERSON : has_people
+PERSON ||--o{ DOCUMENT_PERSON : appears_in
+PERSON_ROLE ||--o{ DOCUMENT_PERSON : labels
+DOCUMENT ||--o{ JOB : has_jobs
+DOCUMENT ||--o{ SOURCE : contains_pages
+JOB ||--o{ JOB_SOURCE : executes
+SOURCE ||--o{ JOB_SOURCE : processed_in
+JOB_SOURCE ||--o{ EXECUTION_ATTEMPT : projects
+SOURCE ||--o{ PROCESSING_ARTIFACT : derives
+EXECUTION_ATTEMPT ||--o{ PROCESSING_ARTIFACT : produces
+```
+
+## Domain Invariants and Provenance Rules
+
+### Page-Level Execution and AI Outputs
+
+- Every single page execution by an AI model produces a dedicated `JOB_SOURCE` record.
+- Every `JOB` stores the frozen prompt identifier, prompt text, and hyperparameters used at submission time.
+- `JOB_SOURCE.raw_api_response` is a compatibility projection containing an SDK-serialized OpenRouter response
+  snapshot. It is neither the exact HTTP body nor the native upstream-provider response.
+- Every new provider call creates an immutable `EXECUTION_ATTEMPT` containing the frozen request manifest,
+  exact OpenRouter-boundary response bytes when received, safe transport metadata, SDK snapshot, normalized
+  metadata, timing, and outcome.
+- `EXECUTION_ATTEMPT(job_id, source_id, attempt_number)` is unique; retries increment the persisted attempt number.
+- Historical `JOB_SOURCE` rows without an `EXECUTION_ATTEMPT` remain SDK snapshots and are explicitly labeled as
+  lacking transport evidence.
+- `SOURCE.raw_transcription` caches the explicitly selected preferred machine output for that page.
+- `SOURCE.preferred_execution_attempt_id` records exact successful-attempt provenance. Legacy projections may remain
+  null until a new successful result is selected.
+
+### Generic Processing Artifacts
+
+- `PROCESSING_ARTIFACT` stores provider-neutral versioned derived outputs.
+- Exactly one of `inline_payload` and `external_reference` is populated.
+- Externally stored artifacts use application-managed relative references and are verified by SHA-256 and byte size.
+- Coordinate metadata declares units, origin, dimensions, and transformations when geometry is present.
+- Orientation-normalized binary model inputs and JSON quality-warning results use distinct versioned artifact types
+  and are attached to the exact consuming `EXECUTION_ATTEMPT`.
+
+### Image Storage and Integrity
+
+- Binary images are stored on disk; `SOURCE.file_path` stores the persisted path.
+- `SOURCE.file_hash` stores a SHA-256 digest.
+- `SOURCE.file_size_bytes` stores the original file size.
+
+### Page Ordering and Revisions
+
+- `SOURCE.page_number` dictates page ordering within a document.
+- `SOURCE.raw_transcription` changes only through first-success selection or explicit candidate promotion.
+- `SOURCE.revised_text` stores human edits and is the preferred display value when present.
+
+### Semantic Registry Governance
+
+- `DOCUMENT_TYPE.id` and `PERSON_ROLE.id` are the only relationship and public API identities.
+- Nullable unique `semantic_key` values identify application-defined built-ins and are immutable after creation.
+- Semantic keys are internal and are never accepted from Settings or public relationship APIs.
+- A non-null semantic key marks a protected built-in; built-ins may be relabeled or disabled but not deleted.
+- Custom entries have null semantic keys and may be deleted only when unreferenced.
+- Labels are mutable display text and are unique after trimming and case normalization.
+- Inactive entries remain valid for historical rows but are excluded from new-assignment selectors.
+
+### Document-Person Role Governance
+
+- Documents support zero or one relationship for each Person.
+- Relationship roles are defined by `PERSON_ROLE` rather than hardcoded columns.
+- `DOCUMENT_PERSON.role_id` is required.
+- `DOCUMENT_PERSON` must be unique for `(document_id, person_id)`.
+- Complete link sets and Document fields are validated and persisted in one atomic transaction.
+- Existing inactive roles may remain unchanged; new or changed assignments require active roles.
+
+### Document Type Governance
+
+- Every document type is defined by `DOCUMENT_TYPE`.
+- `DOCUMENT_TYPE.id` is the relationship identity; hidden semantic keys identify protected built-in meaning.
+- `DOCUMENT_TYPE.label` is mutable display text and is unique after trimming and case normalization.
+- `DOCUMENT_TYPE.normalized_label` stores the normalized uniqueness key.
+- Inactive types remain valid for historical rows but should be excluded from default selection UIs.
+
+## Constraint Summary
+
+- `DOCUMENT_TYPE.normalized_label` is unique.
+- `DOCUMENT_TYPE.semantic_key` is nullable and unique.
+- `PERSON_ROLE.normalized_label` is unique.
+- `PERSON_ROLE.semantic_key` is nullable and unique.
+- `DOCUMENT_PERSON(document_id, person_id)` is unique.
+
+## Indexing Guidance
+
+- `document(document_type_id)`
+- `document_person(document_id)`
+- `document_person(person_id)`
+- `document_person(role_id)`
+- `source(document_id, page_number)`
+- `job(document_id, status)`
+- `job_source(job_id)`
+- `job_source(source_id)`
+
+## Related Local References
+
+- [System Overview](index_v4.md)
+- [System Architecture](architecture_v4.md)
+- [System Requirements](requirements_v4.md)
+- [Error Handling Policy](error_handling_v4.md)

docs/ver4/scope_boundary_v4.md

@@ -0,0 +1,89 @@
+# V4 Scope Boundary
+
+This document defines the scope for the transition from the current repository state to the Version 4 project definition.
+
+## Purpose
+
+Define what this revision includes, what it intentionally excludes, and what migration rules govern the transition work.
+
+## In Scope
+
+### 1. Relationship Model
+
+- Extensible role taxonomy for document-person relationships.
+- Many-to-many document-person links with many people per role.
+- Set-based add/remove synchronization for document-person updates.
+
+### 2. Document Type Governance
+
+- Registry-driven `DocumentType` model with UUID identity, unique labels, and controlled selection.
+- Minimal rollout for the current corpus with no alias helper table.
+
+### 3. UI and API Behavior
+
+- Grouped role links on document and person views.
+- Multi-role relationship editing on document create/edit flows.
+- Role-aware API retrieval and write behavior.
+- Additive API evolution with explicit deprecations.
+
+### 4. Verification
+
+- Tests for many-per-role behavior.
+- Tests for set-based relationship mutation behavior.
+- Tests for document and person delete/link cleanup regressions.
+
+## Out of Scope
+
+- Suggested versus asserted relationship states.
+- Suggestion storage, review, acceptance, or rejection workflows.
+- Automatic relationship extraction or recommendation features.
+- Full entity resolution or identity merge across all people.
+- Automated semantic document type classification.
+- Redesign of the core transcription execution model.
+
+## Locked Design Decisions
+
+### A. Role Extensibility Mechanism
+
+- Use registry tables for relationship roles.
+
+### B. API Compatibility Strategy
+
+- Use additive API evolution.
+- In development mode, the current revision is authoritative.
+- Deprecations should be explicit and short-lived.
+
+### C. Document Type Rollout Strategy
+
+- Use a minimal registry rollout for the current corpus.
+- Do not introduce a `document_type_alias` helper table.
+
+### D. Database Change Policy
+
+- Future schema changes are non-destructive by default.
+- Exception: `document_type` text may be replaced by `document_type_id` without migrating the legacy text values.
+- Exception: `document_person` links may be recreated manually.
+
+## Compatibility and Rollout
+
+- Preserve existing repository behavior where unaffected by the V4 scope.
+- Treat scope boundary and implementation plan as the only transition documents.
+- Treat core V4 documents as the authoritative project definition once rewritten.
+
+## Exit Criteria for Scope Freeze
+
+V4 scope is considered frozen when:
+
+- Relationship model and document-type governance are approved.
+- Relationship model and document-type governance are approved.
+- Additive API change list and deprecation schedule are approved.
+- Migration exceptions are explicitly acknowledged.
+
+## Core V4 Documents
+
+1. `docs/ver4/index_v4.md`
+2. `docs/ver4/requirements_v4.md`
+3. `docs/ver4/schema_v4.md`
+4. `docs/ver4/architecture_v4.md`
+5. `docs/ver4/error_handling_v4.md`
+6. `docs/ver4/implementation_plan_v4.md`

prompts/README.md

@@ -5,9 +5,11 @@ This directory stores transcription prompts as individual Markdown artifacts.
 ## Conventions
 - Keep one prompt per file.
 - Use stable, descriptive snake_case file names.
+- Store prompt files directly in this directory; nested paths are rejected.
 - Prefer incremental edits to a single prompt per change for clean history.
 - Keep prompts human-readable and policy-focused.
 - Do not store secrets in prompt files.
+- Runtime jobs snapshot prompt text, SHA-256 provenance, and sampling configuration.
 
 ## Current Prompt
 - `transcribe_document.md`: baseline verbatim transcription policy for historical documents.

prompts/system.txt

@@ -1,10 +0,0 @@
-You are an assistant that may call tools.
-
-Tool safety rules:
-1) Tool arguments MUST be strict JSON matching the schema exactly.
-2) Never place disallowed, sensitive, explicit, or policy-violating text directly into tool arguments.
-3) If user content may be unsafe, first produce a brief neutral summary and pass only that summary.
-4) Prefer IDs, enums, booleans, and short fields over raw free-form text.
-5) Keep all string arguments <= 300 chars unless schema says otherwise.
-6) If you cannot safely provide valid tool args, do not call the tool; respond with "NO_TOOL_CALL" and explain briefly.
-7) Never include markdown/code fences in tool arguments.

prompts/transcribe_document.md

@@ -6,9 +6,15 @@ Do not summarize. Do not paraphrase. Do not modernize style.
 
 ## Output Contract
 - Return only the transcription text.
+- Begin with exactly one applicable body marker:
+  - `[document body handwritten]`
+  - `[document body typewritten]`
+  - `[document body typeset]`
+  - `[document body mixed]`
 - Preserve original wording, punctuation, and meaningful structure.
 - Keep line/section flow readable while preserving intent and document organization.
 - Never invent missing content.
+- Use ordinary plain-text characters rather than HTML entities.
 
 ## Rules for Ambiguous or Damaged Text
 
@@ -46,6 +52,31 @@ Do not summarize. Do not paraphrase. Do not modernize style.
 - Signal location before the note text.
 - Example form: `[written in left margin: ...]`
 
+### Document body medium
+- Use `[document body handwritten]` when the main body is written by hand.
+- Use `[document body typewritten]` for mechanically typewritten pages. Uneven impressions,
+  monospaced characters, worn type, and other typewriter defects are not handwriting.
+- Use `[document body typeset]` for printed pages composed with movable type or comparable
+  typesetting.
+- Use `[document body mixed]` when substantial body content uses more than one medium, such
+  as a completed printed form.
+- Preserve printed and handwritten text together in their original reading context.
+- On mixed documents, leave printed labels and instructions unmarked and wrap only actual
+  handwritten entries in `[handwritten: ...]`.
+- Mark handwritten signatures as `[handwritten signature: ...]`.
+- If the main body is entirely handwritten, use its one body marker rather than wrapping
+  each line in `[handwritten: ...]`.
+- Mark later notes or uncertain additions as `[handwritten annotation: ...]`.
+- When authorship is unclear, use `[handwritten annotation, author uncertain: ...]`.
+- Do not infer authorship, writing date, or whether different handwriting belongs to different people unless explicitly evident.
+
+### Structured layouts
+- Preserve tables of contents as associated title, dotted-leader, and page-reference rows.
+- Preserve tables and forms in reading order while keeping labels associated with their values.
+- Preserve columns in their evident reading order; do not interleave unrelated rows.
+- Preserve captions with the visual element they describe.
+- Preserve marginalia with its location marker and page numbers in their evident position.
+
 ### Line-break hyphenation
 - Rejoin words split across line breaks when they are clearly one word.
 - Remove only line-break hyphens used for wrapping.
@@ -70,3 +101,5 @@ Before finalizing, ensure:
 2. Uncertain/illegible areas are explicitly marked.
 3. Crossed-out and inserted text are preserved with required tags.
 4. Structure/ordering is preserved as faithfully as possible.
+5. Exactly one document-body marker appears, and localized handwriting markers are used only where applicable.
+6. Tables, forms, columns, captions, marginalia, dotted leaders, and page references retain their associations.

pyproject.toml

@@ -17,6 +17,7 @@ dependencies = [
     "fastapi>=0.138.0",
     "nicegui==3.13.0",
     "openrouter>=0.7.0",
+    "pillow>=10.0.0",
     "psycopg2-binary>=2.9.12",
     "pydantic>=2.13.4",
     "pydantic-settings>=2.9.1",
@@ -40,6 +41,7 @@ dev = [
 [tool.pytest.ini_options]
 addopts = "--strict-markers -q"
 asyncio_mode = "strict"
+asyncio_default_fixture_loop_scope = "function"
 filterwarnings = [
     "error:coroutine .* was never awaited:RuntimeWarning",
 ]

src/transcription/__main__.py

@@ -0,0 +1,27 @@
+import uvicorn
+from fastapi import FastAPI
+
+from .app import create_app
+from .config import parse_cli_settings
+
+
+def create_cli_app() -> FastAPI:
+    """Create an app from CLI settings for Uvicorn's reload process."""
+    return create_app(settings=parse_cli_settings())
+
+
+def main() -> None:
+    settings = parse_cli_settings()
+    application = "transcription.__main__:create_cli_app" if settings.reload else create_app(settings=settings)
+    uvicorn.run(
+        application,
+        factory=settings.reload,
+        host=settings.host,
+        port=settings.port,
+        log_level=settings.log_level,
+        reload=settings.reload,
+    )
+
+
+if __name__ == "__main__":
+    main()

src/transcription/api/v4_documents.py

@@ -0,0 +1,204 @@
+"""Additive V4 API routes for relationship and classification registries."""
+
+from __future__ import annotations
+
+from typing import Annotated
+from uuid import UUID
+
+from fastapi import APIRouter
+from fastapi import Depends
+from fastapi import Request
+from fastapi import Response
+from pydantic import BaseModel
+from pydantic import ConfigDict
+from pydantic import Field
+
+from transcription.db.models import Document
+from transcription.db.models import DocumentPerson
+from transcription.db.models import DocumentType
+from transcription.db.models import PersonRole
+from transcription.services import DocumentService
+from transcription.services import PeopleService
+
+router = APIRouter(prefix="/api/v4", tags=["v4-documents"])
+
+
+class ApiModel(BaseModel):
+    model_config = ConfigDict(extra="forbid", frozen=True, str_strip_whitespace=True)
+
+
+class DocumentTypeRead(ApiModel):
+    id: UUID
+    label: str
+    is_active: bool
+
+
+class PersonRoleRead(ApiModel):
+    id: UUID
+    label: str
+    is_active: bool
+
+
+class DocumentTypeWriteRequest(ApiModel):
+    document_type_id: UUID
+
+
+class DocumentTypeWriteResponse(ApiModel):
+    document_id: UUID
+    document_type_id: UUID
+
+
+class DocumentPersonWriteRequest(ApiModel):
+    person_id: UUID
+    role_id: UUID
+
+
+class DocumentPersonRoleUpdateRequest(ApiModel):
+    role_id: UUID
+
+
+class DocumentPersonRead(ApiModel):
+    id: UUID
+    document_id: UUID
+    person_id: UUID
+    role_id: UUID
+    role_label: str | None = None
+    person_name: str | None = None
+
+
+class DocumentPeopleResponse(ApiModel):
+    document_id: UUID
+    links: list[DocumentPersonRead] = Field(default_factory=list)
+
+
+def _document_type_to_read(item: DocumentType) -> DocumentTypeRead:
+    return DocumentTypeRead(
+        id=item.id,
+        label=item.label,
+        is_active=item.is_active,
+    )
+
+
+def _person_role_to_read(item: PersonRole) -> PersonRoleRead:
+    return PersonRoleRead(
+        id=item.id,
+        label=item.label,
+        is_active=item.is_active,
+    )
+
+
+def _document_person_to_read(item: DocumentPerson) -> DocumentPersonRead:
+    person_name = item.person.full_name if item.person is not None else None
+    return DocumentPersonRead(
+        id=item.id,
+        document_id=item.document_id,
+        person_id=item.person_id,
+        role_id=item.role_id,
+        role_label=item.role_ref.label if item.role_ref is not None else None,
+        person_name=person_name,
+    )
+
+
+def _document_to_type_response(item: Document) -> DocumentTypeWriteResponse:
+    if item.document_type_id is None:
+        raise ValueError("Document Type assignment did not persist")
+    return DocumentTypeWriteResponse(
+        document_id=item.id,
+        document_type_id=item.document_type_id,
+    )
+
+
+def get_document_service(request: Request) -> DocumentService:
+    """Resolve the document service from app lifespan state when available."""
+    services = getattr(request.app.state, "services", None)
+    if services is not None:
+        return services.documents
+    return DocumentService()
+
+
+def get_people_service(request: Request) -> PeopleService:
+    """Resolve the People service from app lifespan state when available."""
+    services = getattr(request.app.state, "services", None)
+    if services is not None:
+        return services.people
+    return PeopleService()
+
+
+DocumentServiceDependency = Annotated[DocumentService, Depends(get_document_service)]
+PeopleServiceDependency = Annotated[PeopleService, Depends(get_people_service)]
+
+
+@router.get("/document-types", response_model=list[DocumentTypeRead])
+async def list_document_types(
+    service: DocumentServiceDependency,
+    active_only: bool = True,
+) -> list[DocumentTypeRead]:
+    items = await service.list_document_types(active_only=active_only)
+    return [_document_type_to_read(item) for item in items]
+
+
+@router.get("/person-roles", response_model=list[PersonRoleRead])
+async def list_person_roles(
+    service: PeopleServiceDependency,
+    active_only: bool = True,
+) -> list[PersonRoleRead]:
+    items = await service.list_person_roles(active_only=active_only)
+    return [_person_role_to_read(item) for item in items]
+
+
+@router.put("/documents/{document_id}/type", response_model=DocumentTypeWriteResponse)
+async def set_document_type(
+    document_id: UUID,
+    payload: DocumentTypeWriteRequest,
+    service: DocumentServiceDependency,
+) -> DocumentTypeWriteResponse:
+    document = await service.set_document_type(
+        document_id=document_id,
+        document_type_id=payload.document_type_id,
+    )
+    return _document_to_type_response(document)
+
+
+@router.get("/documents/{document_id}/people", response_model=DocumentPeopleResponse)
+async def list_document_people(
+    document_id: UUID,
+    service: PeopleServiceDependency,
+) -> DocumentPeopleResponse:
+    links = await service.list_document_people(document_id=document_id)
+    return DocumentPeopleResponse(document_id=document_id, links=[_document_person_to_read(item) for item in links])
+
+
+@router.post("/documents/{document_id}/people", response_model=DocumentPersonRead)
+async def add_document_person_link(
+    document_id: UUID,
+    payload: DocumentPersonWriteRequest,
+    service: PeopleServiceDependency,
+) -> DocumentPersonRead:
+    link = await service.add_document_person_link(
+        document_id=document_id,
+        person_id=payload.person_id,
+        role_id=payload.role_id,
+    )
+    return _document_person_to_read(link)
+
+
+@router.patch("/document-people/{document_person_id}", response_model=DocumentPersonRead)
+async def set_document_person_role(
+    document_person_id: UUID,
+    payload: DocumentPersonRoleUpdateRequest,
+    service: PeopleServiceDependency,
+) -> DocumentPersonRead:
+    link = await service.set_document_person_role(
+        document_person_id=document_person_id,
+        role_id=payload.role_id,
+    )
+    return _document_person_to_read(link)
+
+
+@router.delete("/document-people/{document_person_id}", status_code=204)
+async def delete_document_person_link(
+    document_person_id: UUID,
+    service: PeopleServiceDependency,
+) -> Response:
+    await service.remove_document_person_link(document_person_id=document_person_id)
+    return Response(status_code=204)

src/transcription/api/v4_print.py

@@ -0,0 +1,54 @@
+"""Safe media route for V4.4 Document print previews."""
+
+from __future__ import annotations
+
+from pathlib import Path
+from typing import Annotated
+from uuid import UUID
+
+from fastapi import APIRouter
+from fastapi import Depends
+from fastapi import HTTPException
+from fastapi import Request
+from fastapi.responses import FileResponse
+
+from transcription.services.source_media import SOURCE_MIME_TYPES
+from transcription.services.sources import SourceService
+
+router = APIRouter(prefix="/api/v4", tags=["v4-print"])
+
+
+def get_source_service(request: Request) -> SourceService:
+    services = getattr(request.app.state, "services", None)
+    if services is not None:
+        return services.sources
+    return SourceService()
+
+
+SourceServiceDependency = Annotated[SourceService, Depends(get_source_service)]
+
+
+@router.get("/documents/{document_id}/sources/{source_id}/media", response_class=FileResponse)
+async def read_document_source_media(
+    document_id: UUID,
+    source_id: UUID,
+    service: SourceServiceDependency,
+) -> FileResponse:
+    """Serve one validated Source through record identifiers, never a supplied path."""
+    source = await service.read_source(source_id)
+    if source.document_id != document_id:
+        raise HTTPException(status_code=404, detail="Source not found for Document")
+
+    path = Path(source.file_path).resolve()
+    upload_root = service.settings.upload_dir.resolve()
+    try:
+        path.relative_to(upload_root)
+    except ValueError as exc:
+        raise HTTPException(status_code=404, detail="Source media is outside managed storage") from exc
+    if not path.is_file():
+        raise HTTPException(status_code=404, detail="Source media is unavailable")
+
+    media_type = SOURCE_MIME_TYPES.get(path.suffix.lower())
+    if media_type is None:
+        raise HTTPException(status_code=415, detail="Unsupported Source media type")
+    return FileResponse(path, media_type=media_type)

src/transcription/app.py

@@ -16,13 +16,15 @@ from fastapi.staticfiles import StaticFiles
 
 from .api.errors import register_error_handlers
 from .api.health import router as health_router
+from .api.v4_documents import router as v4_documents_router
+from .api.v4_print import router as v4_print_router
+from .config import Settings
 from .config import configure_logging
 from .config import get_settings
 from .db import create_all
 from .db import dispose_database_runtime
 from .db import initialize_database_runtime
 from .services import ServiceBundle
-from .services.jobs import JobService
 from .ui import register_pages
 from .worker import worker_consumer_lifespan
 
@@ -31,12 +33,12 @@ logger = logging.getLogger(__name__)
 
 @asynccontextmanager
 async def _lifespan(app: FastAPI):
-    configure_logging()
-
     settings = getattr(app.state, "settings", None) or get_settings()
+    configure_logging(settings)
     app.state.settings = settings
-    app.state.services = ServiceBundle()
     app.state.runtime = initialize_database_runtime(settings=settings)
+    session_factory = app.state.runtime.session_factory
+    app.state.services = ServiceBundle.from_session_factory(session_factory, settings=settings)
 
     if settings.should_bootstrap_schema:
         await create_all(engine=app.state.runtime.engine)
@@ -67,32 +69,33 @@ async def _recover_stale_processing_jobs(app: FastAPI) -> None:
     """
     settings = app.state.settings
     stale_before = datetime.now(UTC) - timedelta(seconds=settings.worker_provider_timeout_seconds)
-    job_service = JobService(session_factory=app.state.runtime.session_factory)
+    recovered = await app.state.services.jobs.requeue_stale_processing_jobs(stale_before=stale_before)
-    recovered = await job_service.requeue_stale_processing_jobs(stale_before=stale_before)
     if recovered > 0:
         logger.warning("Recovered %s stale processing job(s) at startup", recovered)
 
 
-def create_app() -> FastAPI:
+def create_app(settings: Settings | None = None) -> FastAPI:
     """Create and configure the FastAPI application."""
     app = FastAPI(title="Transcription", lifespan=_lifespan)
-    settings = get_settings()
+    active_settings = settings or get_settings()
-    app.state.settings = settings
+    app.state.settings = active_settings
     app.mount(
         "/uploads",
-        StaticFiles(directory=settings.upload_dir, check_dir=False),
+        StaticFiles(directory=active_settings.upload_dir, check_dir=False),
         name="uploads",
     )
 
     @app.get("/", include_in_schema=False)
     async def root_redirect() -> RedirectResponse:
-        return RedirectResponse(url="/ui", status_code=status.HTTP_307_TEMPORARY_REDIRECT)
+        return RedirectResponse(url="/ui/homepage", status_code=status.HTTP_307_TEMPORARY_REDIRECT)
 
     @app.get("/ui", include_in_schema=False)
     async def ui_redirect() -> RedirectResponse:
-        return RedirectResponse(url="/ui/upload", status_code=status.HTTP_307_TEMPORARY_REDIRECT)
+        return RedirectResponse(url="/ui/homepage", status_code=status.HTTP_307_TEMPORARY_REDIRECT)
 
     register_error_handlers(app)
-    register_pages(app)
     app.include_router(health_router)
+    app.include_router(v4_documents_router)
+    app.include_router(v4_print_router)
+    register_pages(app)
     return app

src/transcription/app_state.py

@@ -1,39 +0,0 @@
-"""Helpers for accessing lifespan-owned application state resources."""
-
-from __future__ import annotations
-
-from fastapi import FastAPI
-from sqlalchemy.ext.asyncio import async_sessionmaker
-from sqlmodel.ext.asyncio.session import AsyncSession
-
-from transcription.db.runtime import DatabaseRuntime
-from transcription.db.runtime import get_session_factory
-from transcription.worker import WorkerNotifier
-from transcription.worker import resolve_worker_notifier
-
-
-def resolve_database_runtime(state: object) -> DatabaseRuntime | None:
-    """Return database runtime from app-like state objects when available."""
-    runtime = getattr(state, "runtime", None)
-    return runtime if isinstance(runtime, DatabaseRuntime) else None
-
-
-def require_database_runtime(state: object) -> DatabaseRuntime:
-    """Return database runtime or raise when app lifespan has not initialized it."""
-    runtime = resolve_database_runtime(state)
-    if runtime is None:
-        raise RuntimeError("Database runtime is not initialized on application state")
-    return runtime
-
-
-def resolve_session_factory(state: object) -> async_sessionmaker[AsyncSession]:
-    """Return DB session factory from state when available, otherwise shared runtime."""
-    runtime = resolve_database_runtime(state)
-    if runtime is not None:
-        return runtime.session_factory
-    return get_session_factory()
-
-
-def get_worker_notifier(app: FastAPI) -> WorkerNotifier:
-    """Return app worker notifier, or a no-op fallback when unavailable."""
-    return resolve_worker_notifier(app.state)

src/transcription/benchmarking.py

@@ -0,0 +1,102 @@
+"""Private-corpus benchmark contracts and deterministic text scoring."""
+
+from __future__ import annotations
+
+from uuid import UUID
+
+from pydantic import BaseModel
+from pydantic import ConfigDict
+from pydantic import Field
+
+
+class BenchmarkModel(BaseModel):
+    model_config = ConfigDict(extra="forbid", frozen=True)
+
+
+class BenchmarkItem(BenchmarkModel):
+    """One private benchmark item referenced by archival identity."""
+
+    source_id: UUID
+    source_digest_sha256: str = Field(pattern=r"^[0-9a-f]{64}$")
+    categories: frozenset[str] = Field(min_length=1)
+    reference_transcription: str = Field(min_length=1)
+
+
+class BenchmarkManifest(BenchmarkModel):
+    """Versioned private benchmark definition without copied source media."""
+
+    schema_name: str = "transcription.private-benchmark"
+    schema_version: str = "1"
+    name: str = Field(min_length=1)
+    items: tuple[BenchmarkItem, ...] = Field(min_length=1)
+
+
+class EditorialAssessment(BenchmarkModel):
+    """Manually reviewed errors not represented adequately by CER or WER."""
+
+    omissions: int = Field(default=0, ge=0)
+    inventions: int = Field(default=0, ge=0)
+    silent_normalizations: int = Field(default=0, ge=0)
+    uncertainty_errors: int = Field(default=0, ge=0)
+    layout_errors: int = Field(default=0, ge=0)
+
+
+class BenchmarkScore(BenchmarkModel):
+    """Measured score for one preserved execution attempt."""
+
+    execution_attempt_id: UUID
+    character_error_rate: float = Field(ge=0)
+    word_error_rate: float = Field(ge=0)
+    character_edits: int = Field(ge=0)
+    word_edits: int = Field(ge=0)
+    reference_characters: int = Field(ge=0)
+    reference_words: int = Field(ge=0)
+    assessment: EditorialAssessment
+    latency_ms: int = Field(ge=0)
+    cost_usd: float | None = Field(default=None, ge=0)
+
+
+def score_transcription(
+    *,
+    execution_attempt_id: UUID,
+    reference: str,
+    candidate: str,
+    assessment: EditorialAssessment,
+    latency_ms: int,
+    cost_usd: float | None = None,
+) -> BenchmarkScore:
+    """Score literal text without case-folding or silent normalization."""
+    reference_words = reference.split()
+    candidate_words = candidate.split()
+    character_edits = _levenshtein(list(reference), list(candidate))
+    word_edits = _levenshtein(reference_words, candidate_words)
+    return BenchmarkScore(
+        execution_attempt_id=execution_attempt_id,
+        character_error_rate=character_edits / max(1, len(reference)),
+        word_error_rate=word_edits / max(1, len(reference_words)),
+        character_edits=character_edits,
+        word_edits=word_edits,
+        reference_characters=len(reference),
+        reference_words=len(reference_words),
+        assessment=assessment,
+        latency_ms=latency_ms,
+        cost_usd=cost_usd,
+    )
+
+
+def _levenshtein(reference: list[str], candidate: list[str]) -> int:
+    if len(reference) < len(candidate):
+        reference, candidate = candidate, reference
+    previous = list(range(len(candidate) + 1))
+    for reference_index, reference_value in enumerate(reference, start=1):
+        current = [reference_index]
+        for candidate_index, candidate_value in enumerate(candidate, start=1):
+            current.append(
+                min(
+                    current[-1] + 1,
+                    previous[candidate_index] + 1,
+                    previous[candidate_index - 1] + (reference_value != candidate_value),
+                )
+            )
+        previous = current
+    return previous[-1]

src/transcription/config.py

@@ -6,12 +6,21 @@ are resolved by the provider adapters, not here.
 """
 
 import logging.config
-from contextvars import ContextVar
+from collections.abc import Sequence
 from enum import StrEnum
+from functools import cache
 from pathlib import Path
+from typing import Annotated
+from typing import Any
 from typing import Literal
 
+from pydantic import BaseModel
+from pydantic import ConfigDict
 from pydantic import Field
+from pydantic import SecretStr
+from pydantic import StringConstraints
+from pydantic import field_validator
+from pydantic import model_validator
 from pydantic_settings import BaseSettings
 from pydantic_settings import SettingsConfigDict
 
@@ -22,60 +31,155 @@ class Provider(StrEnum):
     OPENROUTER = "openrouter"
 
 
+NonEmptyStr = Annotated[str, StringConstraints(strip_whitespace=True, min_length=1)]
+PromptFilename = Annotated[str, StringConstraints(strip_whitespace=True, min_length=1, pattern=r"^[^/\\]+$")]
+Probability = Annotated[float, Field(ge=0.0, le=1.0)]
+Temperature = Annotated[float, Field(ge=0.0, le=2.0)]
+DEFAULT_PROVIDER_MODEL = "google/gemini-2.5-flash"
+
+
+class SqliteSettings(BaseModel):
+    model_config = ConfigDict(extra="forbid", frozen=True)
+
+    driver: Literal["sqlite"] = "sqlite"
+    path: NonEmptyStr = "app.db"
+
+
+class PostgresSettings(BaseModel):
+    model_config = ConfigDict(extra="forbid", frozen=True)
+
+    driver: Literal["postgres"] = "postgres"
+    host: NonEmptyStr
+    port: int = Field(default=5432, ge=1, le=65535)
+    database: NonEmptyStr
+    user: NonEmptyStr
+    password: SecretStr
+
+
+DatabaseSettings = Annotated[
+    SqliteSettings | PostgresSettings,
+    Field(discriminator="driver"),
+]
+
+
 class Settings(BaseSettings):
     model_config = SettingsConfigDict(
         env_file=".env",
         env_file_encoding="utf-8",
         extra="ignore",
+        env_nested_delimiter="__",
+        cli_implicit_flags=True,
+        cli_kebab_case=True,
+        frozen=True,
     )
 
+    # --- NiceGUI Server ---
+    host: str = "0.0.0.0"
+    port: int = 8000
+    log_level: Literal["critical", "error", "warning", "info", "debug", "trace"] = "info"
+    reload: bool = False
+
     # --- AI provider ---
     provider: Provider = Provider.OPENROUTER
-    openrouter_api_key: str
+    openrouter_api_key: SecretStr
-    provider_model: str | None = None
+    provider_model: NonEmptyStr | None = DEFAULT_PROVIDER_MODEL
-    openrouter_http_referer: str | None = None
+    provider_models: tuple[NonEmptyStr, ...] = ()
-    openrouter_app_title: str | None = None
+    openrouter_http_referer: NonEmptyStr | None = None
+    openrouter_app_title: NonEmptyStr | None = None
+    default_prompt_name: PromptFilename = "transcribe_document.md"
+    transcription_temperature: Temperature | None = None
+    transcription_top_p: Probability | None = None
 
     # --- runtime environment ---
     environment: Literal["development", "test", "production"] = "development"
 
     # --- persistence ---
-    database_url: str = "sqlite:///./transcription.db"
+    database: DatabaseSettings = Field(default_factory=SqliteSettings)
-    bootstrap_schema_on_startup: bool | None = None
+    bootstrap_schema_on_startup: bool = False
     sqlite_check_same_thread: bool = False
 
     # --- filesystem paths ---
     upload_dir: Path = Path("./uploads")
     prompt_dir: Path = Path("./prompts")
+    homepage_dir: Path = Path("./data/homepage")
 
     # --- worker reliability ---
-    worker_max_retries: int = 0
+    worker_max_retries: int = Field(default=0, ge=0)
-    worker_retry_backoff_seconds: float = 0.0
+    # Bounded only from below. Vision transcription of a dense page routinely runs
-    worker_provider_timeout_seconds: float = Field(default=20.0, gt=0.0, le=20.0)
+    # well past twenty seconds, so an upper cap here would silently fail real work.
+    worker_provider_timeout_seconds: float = Field(default=180.0, gt=0.0)
     worker_min_transcription_chars: int = Field(default=0, ge=0)
     worker_min_transcription_lines: int = Field(default=0, ge=0)
     worker_fail_on_finish_reason_length: bool = False
 
+    @field_validator("provider_models", mode="before")
+    @classmethod
+    def validate_provider_models_input(cls, value: object) -> object:
+        if value is None:
+            return ()
+        if isinstance(value, (list, tuple)) and not value:
+            raise ValueError("PROVIDER_MODELS must contain at least one model")
+        return value
+
+    @model_validator(mode="before")
+    @classmethod
+    def normalize_provider_models(cls, data: object) -> object:
+        """Build the immutable model selector with the configured default first.
+
+        This runs before field validation so the derived value is produced by
+        normal construction rather than by mutating a frozen instance.
+        """
+        if not isinstance(data, dict):
+            return data
+
+        default_model = data.get("provider_model") or DEFAULT_PROVIDER_MODEL
+        if not isinstance(default_model, str):
+            return data
+        default_model = default_model.strip()
+
+        configured = data.get("provider_models")
+        if configured is None:
+            configured = ()
+        elif isinstance(configured, str):
+            # Left as-is so the field validator can report the malformed value.
+            return {**data, "provider_model": default_model}
+        elif not isinstance(configured, (list, tuple)):
+            return {**data, "provider_model": default_model}
+        elif not configured:
+            # Preserved so validate_provider_models_input can reject it.
+            return {**data, "provider_model": default_model}
+
+        deduplicated: list[str] = []
+        for model in (default_model, *configured):
+            if not isinstance(model, str):
+                return {**data, "provider_model": default_model}
+            normalized = model.strip()
+            if normalized not in deduplicated:
+                deduplicated.append(normalized)
+
+        return {**data, "provider_model": default_model, "provider_models": tuple(deduplicated)}
+
     @property
     def should_bootstrap_schema(self) -> bool:
         """Return whether startup should auto-create schema for this environment."""
-        if self.bootstrap_schema_on_startup is not None:
+        if "bootstrap_schema_on_startup" in self.model_fields_set:
             return self.bootstrap_schema_on_startup
         return self.environment in {"development", "test"}
 
 
-_settings: ContextVar[Settings | None] = ContextVar("settings", default=None)
+@cache
+def get_settings(**kwargs: Any) -> Settings:
+    """Load cached settings without reading process CLI arguments."""
+    return Settings(_cli_parse_args=False, **kwargs)
 
 
-def get_settings(**kwargs) -> Settings:
+def parse_cli_settings(args: Sequence[str] | None = None) -> Settings:
-    settings = _settings.get()
+    """Load settings with CLI arguments at the executable boundary."""
-    if settings is None:
+    cli_args = True if args is None else list(args)
-        settings = Settings(**kwargs)  # pyright: ignore[reportCallIssue]
+    return Settings(_cli_parse_args=cli_args)
-        _settings.set(settings)
-    return settings
 
 
-LOGGING_CONFIG: dict[str, object] = {
+LOGGING_CONFIG: dict[str, Any] = {
     "version": 1,
     "disable_existing_loggers": False,
     "formatters": {
@@ -105,7 +209,10 @@ LOGGING_CONFIG: dict[str, object] = {
 }
 
 
-def configure_logging() -> None:
+def configure_logging(settings: Settings | None = None) -> None:
     """Configure root logging once at startup."""
-    logging.config.dictConfig(LOGGING_CONFIG)
+    cfg = LOGGING_CONFIG.copy()
+    active_settings = settings or get_settings()
+    cfg["loggers"]["transcription"]["level"] = active_settings.log_level.upper()
+    logging.config.dictConfig(cfg)
     logger.debug("Logging configured")

src/transcription/db/__init__.py

@@ -1,6 +1,13 @@
 from .operations import create_all
 from .runtime import dispose_database_runtime
-from .runtime import get_session
 from .runtime import initialize_database_runtime
+from .session import session_scope
+from .session import transaction_scope
 
-__all__ = ["create_all", "dispose_database_runtime", "get_session", "initialize_database_runtime"]
+__all__ = [
+    "create_all",
+    "dispose_database_runtime",
+    "initialize_database_runtime",
+    "session_scope",
+    "transaction_scope",
+]

src/transcription/db/engine.py

@@ -0,0 +1,86 @@
+from typing import Any
+
+from sqlalchemy import URL
+from sqlalchemy import StaticPool
+from sqlalchemy.ext.asyncio import AsyncEngine
+from sqlalchemy.ext.asyncio import create_async_engine
+
+from ..config import PostgresSettings
+from ..config import Settings
+from ..config import SqliteSettings
+from ..config import get_settings
+
+
+def get_database_url(settings: Settings) -> str:
+    match settings.database:
+        case SqliteSettings(path=path):
+            url = URL.create(
+                drivername="sqlite+aiosqlite",
+                database=path,
+            )
+        case PostgresSettings() as database:
+            url = URL.create(
+                drivername="postgresql+asyncpg",
+                host=database.host,
+                port=database.port,
+                database=database.database,
+                username=database.user,
+                password=database.password.get_secret_value(),
+            )
+    return url.render_as_string(hide_password=False)
+
+
+def resolve_engine(settings: Settings | None = None) -> AsyncEngine:
+    active_settings = settings or get_settings()
+    return get_engine(
+        get_database_url(active_settings),
+        sqlite_check_same_thread=active_settings.sqlite_check_same_thread,
+    )
+
+
+_ENGINES: dict[str, AsyncEngine] = {}
+
+
+def _create_engine(database_url: str, *, sqlite_check_same_thread: bool) -> AsyncEngine:
+    kwargs: dict[str, Any] = {"echo": False, "pool_pre_ping": True}
+    if database_url.startswith("sqlite"):
+        kwargs["connect_args"] = {"check_same_thread": sqlite_check_same_thread}
+        if ":memory:" in database_url:
+            kwargs["poolclass"] = StaticPool
+
+    return create_async_engine(database_url, **kwargs)
+
+
+def get_engine(database_url: str, *, sqlite_check_same_thread: bool = False) -> AsyncEngine:
+    """Return the process-wide engine for ``database_url``, creating it on first use.
+
+    Engines are registered per URL so that disposing one leaves every other
+    database untouched.
+    """
+    engine = _ENGINES.get(database_url)
+    if engine is None:
+        engine = _create_engine(database_url, sqlite_check_same_thread=sqlite_check_same_thread)
+        _ENGINES[database_url] = engine
+    return engine
+
+
+async def dispose_engine(database_url: str) -> None:
+    """Dispose and unregister the engine for ``database_url`` only.
+
+    Unknown URLs are a no-op rather than provoking the creation of an engine
+    purely so that it can be thrown away.
+    """
+    engine = _ENGINES.pop(database_url, None)
+    if engine is not None:
+        await engine.dispose()
+
+
+async def dispose_all_engines() -> None:
+    while _ENGINES:
+        _, engine = _ENGINES.popitem()
+        await engine.dispose()
+
+
+async def refresh_engine(database_url: str) -> AsyncEngine:
+    await dispose_engine(database_url)
+    return get_engine(database_url)

src/transcription/db/loading.py

@@ -0,0 +1,45 @@
+"""Typed loader-option wrappers for SQLModel relationship attributes.
+
+SQLModel declares relationships with their runtime Python type, so
+``Document.jobs`` is annotated ``list[Job]`` even though at runtime it is an
+``InstrumentedAttribute``. SQLAlchemy's loader options are typed against
+``QueryableAttribute``, so every eager-load call site reads as a type error to a
+static checker even though the code is correct.
+
+These wrappers put that reinterpretation in one documented place instead of
+scattering a suppression comment across every eager-load call. Import
+``selectinload`` and ``defer`` from here rather than from ``sqlalchemy.orm``.
+
+Multi-level eager loads must keep using the chained form --
+``selectinload(A.b).selectinload(orm_attribute(B.c))`` -- and not the varargs
+form ``selectinload(A.b, B.c)``. The two produce the same loader path, but
+varargs applies the selectin strategy only to the last element while the
+intermediate falls back to its default strategy. Every relationship here
+declares ``lazy="raise"``, so the varargs form raises at render time.
+"""
+
+from __future__ import annotations
+
+from typing import Any
+from typing import cast
+
+from sqlalchemy.orm import defer as _defer
+from sqlalchemy.orm import selectinload as _selectinload
+from sqlalchemy.orm.attributes import QueryableAttribute
+from sqlalchemy.orm.strategy_options import _AbstractLoad
+
+
+def orm_attribute(attribute: object) -> QueryableAttribute[Any]:
+    """Reinterpret a SQLModel relationship or field as its ORM descriptor."""
+    return cast("QueryableAttribute[Any]", attribute)
+
+
+def selectinload(*keys: object) -> _AbstractLoad:
+    """``sqlalchemy.orm.selectinload`` accepting SQLModel-annotated attributes."""
+    return _selectinload(*(orm_attribute(key) for key in keys))
+
+
+def defer(*keys: object, raiseload: bool = False) -> _AbstractLoad:
+    """``sqlalchemy.orm.defer`` accepting SQLModel-annotated attributes."""
+    first, *rest = (orm_attribute(key) for key in keys)
+    return _defer(first, *rest, raiseload=raiseload)

src/transcription/db/models.py

@@ -0,0 +1,445 @@
+"""SQLModel domain models for the V3 transcription system."""
+
+from datetime import UTC
+from datetime import date
+from datetime import datetime
+from enum import StrEnum
+from typing import Any
+from typing import Optional
+from uuid import UUID
+from uuid import uuid4
+
+from pydantic import JsonValue
+from sqlalchemy import JSON
+from sqlalchemy import BigInteger
+from sqlalchemy import Column
+from sqlalchemy import Enum as SAEnum
+from sqlalchemy import ForeignKey
+from sqlalchemy import Index
+from sqlalchemy import LargeBinary
+from sqlalchemy import UniqueConstraint
+from sqlalchemy import Uuid
+from sqlalchemy import inspect as sqlalchemy_inspect
+from sqlalchemy.dialects.postgresql import JSONB
+from sqlalchemy.exc import NoInspectionAvailable
+from sqlalchemy.orm.state import InstanceState
+from sqlalchemy.types import TypeDecorator
+from sqlmodel import Field
+from sqlmodel import Relationship
+from sqlmodel import SQLModel
+
+
+def _loaded_attribute(instance: object, attribute: str) -> Any | None:
+    """Return ``attribute`` only when it is already loaded on ``instance``.
+
+    Relationships in this module declare ``lazy="raise"``, so reading an
+    unloaded attribute is an error rather than a silent query. Callers that
+    render optional detail use this to distinguish "not loaded" from "absent"
+    without catching exceptions indiscriminately.
+    """
+    try:
+        state: InstanceState[Any] = sqlalchemy_inspect(instance, raiseerr=True)
+    except NoInspectionAvailable:
+        return None
+    if attribute in state.unloaded:
+        return None
+    return state.dict.get(attribute)
+
+
+class JSONBCompat(TypeDecorator):
+    """JSONB for PostgreSQL and JSON for SQLite/testing backends."""
+
+    impl = JSON(none_as_null=True)
+
+    def load_dialect_impl(self, dialect):
+        if dialect.name == "postgresql":
+            return dialect.type_descriptor(JSONB(none_as_null=True))
+        return dialect.type_descriptor(JSON(none_as_null=True))
+
+
+class JobStatus(StrEnum):
+    QUEUED = "queued"
+    PROCESSING = "processing"
+    TRANSCRIBED = "transcribed"
+    COMPLETED = "completed"
+    PARTIAL_SUCCESS = "partial_success"
+    FAILED = "failed"
+
+
+class JobSourceStatus(StrEnum):
+    PENDING = "pending"
+    TRANSCRIBED = "transcribed"
+    FAILED = "failed"
+    CANCELLED = "cancelled"
+
+
+class JobPurpose(StrEnum):
+    TRANSCRIPTION = "transcription"
+    RETRANSCRIPTION = "retranscription"
+
+
+class DocumentType(SQLModel, table=True):
+    """Registry of allowed document types."""
+
+    __tablename__ = "document_type"
+
+    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)},
+    )
+
+    documents: list["Document"] = Relationship(
+        back_populates="document_type_ref", sa_relationship_kwargs={"lazy": "raise"}
+    )
+
+
+class PersonRole(SQLModel, table=True):
+    """Registry of allowed document-person relationship roles."""
+
+    __tablename__ = "person_role"
+
+    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_people: list["DocumentPerson"] = Relationship(
+        back_populates="role_ref", sa_relationship_kwargs={"lazy": "raise"}
+    )
+
+
+class Document(SQLModel, table=True):
+    """An historical document."""
+
+    id: UUID = Field(default_factory=uuid4, primary_key=True)
+    name: str
+    document_type_id: UUID | None = Field(default=None, foreign_key="document_type.id", index=True)
+    document_date: date | None = None
+    document_date_raw: str | None = None
+    location_created: str | None = None
+    notes: str | None = None
+    archive_identifier: str | None = None
+    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)},
+    )
+
+    jobs: list["Job"] = Relationship(back_populates="document", sa_relationship_kwargs={"lazy": "raise"})
+    sources: list["Source"] = Relationship(back_populates="document", sa_relationship_kwargs={"lazy": "raise"})
+    document_people: list["DocumentPerson"] = Relationship(
+        back_populates="document", sa_relationship_kwargs={"lazy": "raise"}
+    )
+    document_type_ref: Optional["DocumentType"] = Relationship(
+        back_populates="documents", sa_relationship_kwargs={"lazy": "raise"}
+    )
+
+
+class Person(SQLModel, table=True):
+    """A historical person linked to one or more documents."""
+
+    id: UUID = Field(default_factory=uuid4, primary_key=True)
+    full_name: str
+    display_name: str | None = None
+    maiden_name: str | None = None
+    birth_date: date | None = None
+    birth_date_raw: str | None = None
+    birth_place: str | None = None
+    death_date: date | None = None
+    death_date_raw: str | None = None
+    death_place: str | None = None
+    biography: str | None = None
+    portrait_path: str | None = None
+    family_search_id: str | None = Field(default=None, unique=True)
+    metadata_: dict[str, JsonValue] | None = Field(
+        default=None,
+        sa_column=Column("metadata", JSONBCompat(), nullable=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_people: list["DocumentPerson"] = Relationship(
+        back_populates="person", sa_relationship_kwargs={"lazy": "raise"}
+    )
+
+
+class DocumentPerson(SQLModel, table=True):
+    """Associates documents with people in a given role."""
+
+    __tablename__ = "document_person"
+
+    id: UUID = Field(default_factory=uuid4, primary_key=True)
+    document_id: UUID = Field(foreign_key="document.id", index=True)
+    person_id: UUID = Field(foreign_key="person.id", index=True)
+    role_id: UUID = Field(foreign_key="person_role.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", "person_id", name="uq_document_person"),)
+
+    document: Optional["Document"] = Relationship(
+        back_populates="document_people", sa_relationship_kwargs={"lazy": "raise"}
+    )
+    person: Optional["Person"] = Relationship(
+        back_populates="document_people", sa_relationship_kwargs={"lazy": "raise"}
+    )
+    role_ref: Optional["PersonRole"] = Relationship(
+        back_populates="document_people", sa_relationship_kwargs={"lazy": "raise"}
+    )
+
+
+class Job(SQLModel, table=True):
+    """A transcription job tied to a single document."""
+
+    __table_args__ = (Index("ix_job_status_date_created", "status", "date_created"),)
+
+    id: UUID = Field(default_factory=uuid4, primary_key=True)
+    document_id: UUID = Field(foreign_key="document.id", index=True)
+    status: JobStatus = Field(
+        default=JobStatus.QUEUED,
+        sa_column=Column(
+            SAEnum(
+                JobStatus,
+                values_callable=lambda enum_cls: [item.value for item in enum_cls],
+                native_enum=False,
+            ),
+            nullable=False,
+        ),
+    )
+    retry_count: int = Field(default=0, ge=0)
+    purpose: JobPurpose = Field(
+        default=JobPurpose.TRANSCRIPTION,
+        sa_column=Column(
+            SAEnum(
+                JobPurpose,
+                values_callable=lambda enum_cls: [item.value for item in enum_cls],
+                native_enum=False,
+            ),
+            nullable=False,
+            default=JobPurpose.TRANSCRIPTION.value,
+        ),
+    )
+    date_created: datetime = Field(default_factory=lambda: datetime.now(UTC))
+    date_updated: datetime = Field(
+        default_factory=lambda: datetime.now(UTC),
+        sa_column_kwargs={"onupdate": lambda: datetime.now(UTC)},
+    )
+    provider: str | None = None
+    model: str | None = None
+    prompt_name: str | None = None
+    prompt_hash: str | None = None
+    system_prompt: str | None = None
+    user_prompt: str | None = None
+    temperature: float | None = None
+    top_p: float | None = None
+
+    document: Optional["Document"] = Relationship(back_populates="jobs", sa_relationship_kwargs={"lazy": "raise"})
+    job_sources: list["JobSource"] = Relationship(back_populates="job", sa_relationship_kwargs={"lazy": "raise"})
+
+    @property
+    def filename(self) -> str:
+        """Return the filename of the first loaded source, when available.
+
+        Relationships on this model use ``lazy="raise"``, so this deliberately
+        inspects load state rather than triggering (or swallowing) a lazy load:
+        a read model that did not eager-load its sources gets "unknown" instead
+        of an unhandled error, and genuine errors are no longer hidden.
+        """
+        for job_source in _loaded_attribute(self, "job_sources") or ():
+            source = _loaded_attribute(job_source, "source")
+            if source is not None:
+                return source.filename
+
+        return "unknown"
+
+
+class Source(SQLModel, table=True):
+    """A document source image or PDF page."""
+
+    id: UUID = Field(default_factory=uuid4, primary_key=True)
+    document_id: UUID = Field(foreign_key="document.id", index=True)
+    page_number: int = Field(default=1, ge=1)
+    upload_name: str
+    filename: str
+    file_path: str
+    file_hash: str
+    file_size_bytes: int = Field(sa_column=Column(BigInteger(), nullable=False))
+    raw_transcription: str | None = None
+    preferred_execution_attempt_id: UUID | None = Field(
+        default=None,
+        sa_column=Column(
+            Uuid(),
+            # use_alter breaks the source / job_source / execution_attempt cycle so
+            # metadata.create_all can order table creation on every dialect.
+            ForeignKey(
+                "execution_attempt.id",
+                use_alter=True,
+                name="fk_source_preferred_execution_attempt_id",
+            ),
+            nullable=True,
+            index=True,
+        ),
+    )
+    revised_text: str | None = None
+    date_uploaded: datetime = Field(default_factory=lambda: datetime.now(UTC))
+    date_revised: datetime | None = None
+
+    document: Optional["Document"] = Relationship(
+        back_populates="sources",
+        sa_relationship_kwargs={"lazy": "raise"},
+    )
+    job_sources: list["JobSource"] = Relationship(
+        back_populates="source",
+        sa_relationship_kwargs={"lazy": "raise"},
+    )
+
+    @property
+    def latest_job_source(self) -> Optional["JobSource"]:
+        """Return the most recent job execution record for this source.
+
+        ``JobSource`` carries no timestamp of its own, so recency is the parent
+        job's creation time. ``(job_id, source_id)`` is unique per source, so
+        this is exactly "the most recent job that included this page".
+        """
+        job_sources = _loaded_attribute(self, "job_sources") or ()
+        dated = [
+            (job, job_source)
+            for job_source in job_sources
+            if (job := _loaded_attribute(job_source, "job")) is not None
+        ]
+        if dated:
+            return max(dated, key=lambda pair: pair[0].date_created)[1]
+        return job_sources[0] if job_sources else None
+
+    @property
+    def latest_status(self) -> JobSourceStatus | None:
+        """Return the execution status of the latest job run."""
+        latest = self.latest_job_source
+        return latest.status if latest else None
+
+    @property
+    def latest_error_detail(self) -> str | None:
+        """Return the error detail of the latest attempt on the latest job run.
+
+        Failure detail lives on ``ExecutionAttempt``; ``JobSource`` records only
+        which page a job is working on and how far it got.
+        """
+        latest = self.latest_job_source
+        if latest is None:
+            return None
+        attempts = _loaded_attribute(latest, "execution_attempts") or ()
+        for attempt in sorted(attempts, key=lambda item: item.attempt_number, reverse=True):
+            if attempt.error_detail:
+                return attempt.error_detail
+        return None
+
+    @property
+    def document_name(self) -> str | None:
+        """Return the parent document name if loaded."""
+        return self.document.name if self.document else None
+
+
+class JobSource(SQLModel, table=True):
+    """A single AI execution record for one source page."""
+
+    __tablename__ = "job_source"
+
+    id: UUID = Field(default_factory=uuid4, primary_key=True)
+    job_id: UUID = Field(foreign_key="job.id", index=True)
+    source_id: UUID = Field(foreign_key="source.id", index=True)
+    status: JobSourceStatus = Field(
+        default=JobSourceStatus.PENDING,
+        sa_column=Column(
+            SAEnum(
+                JobSourceStatus,
+                values_callable=lambda enum_cls: [item.value for item in enum_cls],
+                native_enum=False,
+            ),
+            nullable=False,
+        ),
+    )
+
+    job: Optional["Job"] = Relationship(back_populates="job_sources", sa_relationship_kwargs={"lazy": "raise"})
+    source: Optional["Source"] = Relationship(back_populates="job_sources", sa_relationship_kwargs={"lazy": "raise"})
+    execution_attempts: list["ExecutionAttempt"] = Relationship(
+        back_populates="job_source",
+        sa_relationship_kwargs={"lazy": "noload", "order_by": "ExecutionAttempt.attempt_number"},
+    )
+
+
+class ExecutionAttempt(SQLModel, table=True):
+    """Immutable evidence for one provider call attempt."""
+
+    __tablename__ = "execution_attempt"
+    __table_args__ = (UniqueConstraint("job_id", "source_id", "attempt_number", name="uq_execution_attempt_number"),)
+
+    id: UUID = Field(default_factory=uuid4, primary_key=True)
+    job_source_id: UUID = Field(foreign_key="job_source.id", index=True)
+    job_id: UUID = Field(foreign_key="job.id", index=True)
+    source_id: UUID = Field(foreign_key="source.id", index=True)
+    attempt_number: int = Field(ge=1)
+    status: JobSourceStatus = Field(
+        sa_column=Column(
+            # Declared identically to job_source.status. Without values_callable
+            # SQLAlchemy persists enum *names*, which is defect [45]: the two
+            # columns spelled the same status differently and never compared equal.
+            SAEnum(
+                JobSourceStatus,
+                values_callable=lambda enum_cls: [item.value for item in enum_cls],
+                native_enum=False,
+            ),
+            nullable=False,
+        )
+    )
+    provider: str
+    model: str | None = None
+    request_manifest: dict[str, JsonValue] | None = Field(default=None, sa_column=Column(JSONBCompat(), nullable=True))
+    request_manifest_sha256: str | None = None
+    request_manifest_schema_version: str | None = None
+    response_received: bool = False
+    transport_status_code: int | None = None
+    transport_body: bytes | None = Field(default=None, sa_column=Column(LargeBinary(), nullable=True))
+    transport_content_type: str | None = None
+    transport_content_encoding: str | None = None
+    transport_safe_headers: dict[str, JsonValue] | None = Field(
+        default=None, sa_column=Column(JSONBCompat(), nullable=True)
+    )
+    router_request_id: str | None = None
+    router_generation_id: str | None = None
+    sdk_response_snapshot: dict[str, JsonValue] | None = Field(
+        default=None, sa_column=Column(JSONBCompat(), nullable=True)
+    )
+    normalized_metadata: dict[str, JsonValue] | None = Field(
+        default=None, sa_column=Column(JSONBCompat(), nullable=True)
+    )
+    software_context: dict[str, JsonValue] | None = Field(default=None, sa_column=Column(JSONBCompat(), nullable=True))
+    raw_transcription: str | None = None
+    error_category: str | None = None
+    error_detail: str | None = None
+    failure_phase: str | None = None
+    started_at: datetime
+    finished_at: datetime
+    duration_ms: int = Field(ge=0)
+    created_at: datetime = Field(default_factory=lambda: datetime.now(UTC))
+
+    job_source: Optional["JobSource"] = Relationship(
+        back_populates="execution_attempts", sa_relationship_kwargs={"lazy": "raise"}
+    )

src/transcription/db/operations.py

@@ -2,78 +2,59 @@ from __future__ import annotations
 
 import logging
 
-from sqlalchemy import inspect
-from sqlalchemy import text
-from sqlalchemy.engine import Connection
 from sqlalchemy.ext.asyncio import AsyncEngine
+from sqlalchemy.ext.asyncio import async_sessionmaker
 from sqlmodel import SQLModel
 from sqlmodel import select
 from sqlmodel.ext.asyncio.session import AsyncSession
 
-from ..models import Job
+from .engine import resolve_engine
-from ..models import JobStatus
+from .models import DocumentType
-from .runtime import get_engine
+from .models import PersonRole
+from .registries import BUILT_IN_DOCUMENT_TYPES
+from .registries import BUILT_IN_PERSON_ROLES
 
 logger = logging.getLogger(__name__)
 
 
-async def get_next_queued_job(*, session: AsyncSession) -> Job | None:
-    """Get the next queued job, if any."""
-    result = await session.exec(
-        select(Job)
-        .where(Job.status == JobStatus.QUEUED)
-        .order_by(Job.date_created)  # pyright: ignore[reportArgumentType]
-        .limit(1)
-    )  # fmt: skip
-    return result.first()
-
-
 async def create_all(*, engine: AsyncEngine | None = None) -> None:
-    """Create all tables on the selected engine."""
+    """Create any missing tables on the selected engine."""
     # Import models so SQLModel metadata is fully registered before bootstrap.
-    from transcription import models as _models  # noqa: F401
+    from transcription.db import models as _models  # noqa: F401
 
-    active_engine = engine or get_engine()
+    active_engine = engine or resolve_engine()
     async with active_engine.begin() as connection:
         await connection.run_sync(SQLModel.metadata.create_all)
-        await connection.run_sync(_ensure_sqlite_compat_columns)
+    await seed_registry_defaults(engine=active_engine)
     logger.debug("Database schema bootstrap complete for database_url=%s", active_engine.url)
 
 
-def _ensure_sqlite_compat_columns(connection: Connection) -> None:
+async def seed_registry_defaults(*, engine: AsyncEngine | None = None) -> None:
-    """Apply lightweight dev/test SQLite compatibility column patches.
+    """Seed default registry rows for role and document type taxonomies."""
+    active_engine = engine or resolve_engine()
+    session_factory = async_sessionmaker(active_engine, class_=AsyncSession, expire_on_commit=False)
 
-    This keeps local bootstrap resilient when models evolve but no full
+    async with session_factory() as session:
-    migration tooling is in place yet.
+        role_keys = set((await session.exec(select(PersonRole.semantic_key))).all())
-    """
+        for semantic_key, label in BUILT_IN_PERSON_ROLES:
-    if connection.engine.url.get_backend_name() != "sqlite":
+            if semantic_key not in role_keys:
-        return
+                session.add(
-
+                    PersonRole(
-    inspector = inspect(connection)
+                        semantic_key=semantic_key,
-    table_names = set(inspector.get_table_names())
+                        label=label,
-
+                        normalized_label=label.casefold(),
-    if "job" in table_names:
-        job_columns = {column["name"] for column in inspector.get_columns("job")}
-        if "retry_count" not in job_columns:
-            connection.execute(text("ALTER TABLE job ADD COLUMN retry_count INTEGER NOT NULL DEFAULT 0"))
-            logger.warning("Applied SQLite compatibility schema patch table=job column=retry_count default=0")
-
-    if "revision" in table_names:
-        revision_columns = {column["name"] for column in inspector.get_columns("revision")}
-        if "source_id" in revision_columns:
-            has_unique_source = False
-            for index in inspector.get_indexes("revision"):
-                if index.get("unique") and index.get("column_names") == ["source_id"]:
-                    has_unique_source = True
-                    break
-            if not has_unique_source:
-                connection.execute(
-                    text(
-                        "CREATE UNIQUE INDEX IF NOT EXISTS "
-                        "ux_revision_source_id ON revision(source_id)"
                     )
                 )
-                logger.warning(
+
-                    "Applied SQLite compatibility schema patch "
+        type_keys = set((await session.exec(select(DocumentType.semantic_key))).all())
-                    "table=revision unique_index=ux_revision_source_id"
+        for semantic_key, label in BUILT_IN_DOCUMENT_TYPES:
+            if semantic_key not in type_keys:
+                session.add(
+                    DocumentType(
+                        semantic_key=semantic_key,
+                        label=label,
+                        normalized_label=label.casefold(),
                     )
+                )
+
+        await session.commit()

src/transcription/db/registries.py

@@ -0,0 +1,20 @@
+"""Application-defined semantic registry entries."""
+
+from __future__ import annotations
+
+BUILT_IN_DOCUMENT_TYPES: tuple[tuple[str, str], ...] = (
+    ("book", "Book"),
+    ("letter", "Letter"),
+    ("postcard", "Postcard"),
+    ("photo", "Photo"),
+    ("journal", "Journal"),
+    ("form", "Form"),
+)
+
+BUILT_IN_PERSON_ROLES: tuple[tuple[str, str], ...] = (
+    ("author", "Author"),
+    ("recipient", "Recipient"),
+    ("mentioned", "Mentioned"),
+)
+
+AUTHOR_ROLE_SEMANTIC_KEY = "author"

src/transcription/db/runtime.py

@@ -1,18 +1,15 @@
 import logging
-from collections.abc import AsyncGenerator
-from contextlib import asynccontextmanager
-from contextvars import ContextVar
 from dataclasses import dataclass
-from functools import partial
 
 from sqlalchemy.ext.asyncio import AsyncEngine
 from sqlalchemy.ext.asyncio import async_sessionmaker
-from sqlalchemy.ext.asyncio import create_async_engine
 from sqlmodel.ext.asyncio.session import AsyncSession
-from sqlmodel.pool import StaticPool
 
 from ..config import Settings
 from ..config import get_settings
+from .engine import get_database_url
+from .engine import get_engine
+from .session import get_session_factory
 
 logger = logging.getLogger(__name__)
 
@@ -25,79 +22,42 @@ class DatabaseRuntime:
     session_factory: async_sessionmaker[AsyncSession]
 
 
-_runtime: ContextVar[DatabaseRuntime | None] = ContextVar("database_runtime", default=None)
+_runtime: DatabaseRuntime | None = None
+
+
+def get_database_runtime() -> DatabaseRuntime | None:
+    """Return the process-owned database runtime."""
+    return _runtime
 
 
 async def dispose_database_runtime() -> None:
     """Dispose lifespan-owned async database resources."""
-    runtime = _runtime.get()
+    global _runtime
+    runtime = _runtime
     if runtime is None:
         return
     await runtime.engine.dispose()
-    _runtime.set(None)
+    _runtime = None
-
-
-def _to_async_database_url(database_url: str) -> str:
-    """Normalize configured database URL to an async SQLAlchemy driver URL."""
-    if database_url.startswith("sqlite://") and not database_url.startswith("sqlite+aiosqlite://"):
-        return database_url.replace("sqlite://", "sqlite+aiosqlite://", 1)
-    if database_url.startswith("postgresql://") and not database_url.startswith("postgresql+asyncpg://"):
-        return database_url.replace("postgresql://", "postgresql+asyncpg://", 1)
-    return database_url
-
-
-def _build_engine(settings: Settings) -> AsyncEngine:
-    database_url = _to_async_database_url(settings.database_url)
-    engine_factory = partial(
-        create_async_engine,
-        url=database_url,
-        echo=False,
-        pool_pre_ping=True,
-    )
-
-    if database_url.startswith("sqlite"):
-        sqlite_connect_settings = {"check_same_thread": settings.sqlite_check_same_thread}
-        engine_factory = partial(engine_factory, connect_args=sqlite_connect_settings)
-        if ":memory:" in database_url:
-            engine_factory = partial(engine_factory, poolclass=StaticPool)
-
-    return engine_factory()
 
 
 def initialize_database_runtime(*, settings: Settings | None = None) -> DatabaseRuntime:
     """Initialize lifespan-owned async DB resources once per process."""
-    runtime = _runtime.get()
+    global _runtime
+    active_settings = settings or get_settings()
+    database_url = get_database_url(active_settings)
+    runtime = _runtime
     if runtime is not None:
+        runtime_url = runtime.engine.url.render_as_string(hide_password=False)
+        if runtime_url != database_url:
+            raise RuntimeError(
+                "Database runtime is already initialized for a different database: "
+                f"{runtime_url!r} != {database_url!r}"
+            )
         return runtime
 
-    active_settings = settings or get_settings()
+    engine = get_engine(database_url)
-    engine = _build_engine(active_settings)
+    session_factory = get_session_factory(database_url)
-    session_factory = async_sessionmaker(engine, class_=AsyncSession, expire_on_commit=False)
     runtime = DatabaseRuntime(engine=engine, session_factory=session_factory)
-    _runtime.set(runtime)
+    _runtime = runtime
     logger.debug("Initialized async database runtime for database_url=%s", engine.url)
     return runtime
-
-
-def get_engine(settings: Settings | None = None) -> AsyncEngine:
-    """Return the current async SQLAlchemy engine."""
-    runtime = _runtime.get() or initialize_database_runtime(settings=settings)
-    return runtime.engine
-
-
-def get_session_factory(settings: Settings | None = None) -> async_sessionmaker[AsyncSession]:
-    """Return the shared async session factory."""
-    runtime = _runtime.get() or initialize_database_runtime(settings=settings)
-    return runtime.session_factory
-
-
-@asynccontextmanager
-async def get_session(
-    *,
-    settings: Settings | None = None,
-    session_factory: async_sessionmaker[AsyncSession] | None = None,
-) -> AsyncGenerator[AsyncSession]:
-    """Yield a database session and ensure cleanup."""
-    active_session_factory = session_factory or get_session_factory(settings)
-    async with active_session_factory() as session:
-        yield session

src/transcription/db/session.py

@@ -0,0 +1,104 @@
+from collections.abc import AsyncGenerator
+from contextlib import asynccontextmanager
+from typing import Annotated
+
+from fastapi import Depends
+from sqlalchemy.ext.asyncio import async_sessionmaker
+from sqlmodel.ext.asyncio.session import AsyncSession
+
+from ..config import Settings
+from ..config import get_settings
+from .engine import dispose_engine
+from .engine import get_database_url
+from .engine import get_engine
+
+type SessionFactory = async_sessionmaker[AsyncSession]
+
+
+_SESSION_FACTORIES: dict[str, SessionFactory] = {}
+
+
+def get_session_factory(database_url: str) -> SessionFactory:
+    """Return the process-wide session factory for ``database_url``."""
+    factory = _SESSION_FACTORIES.get(database_url)
+    if factory is None:
+        factory = async_sessionmaker(
+            bind=get_engine(database_url),
+            class_=AsyncSession,
+            expire_on_commit=False,
+        )
+        _SESSION_FACTORIES[database_url] = factory
+    return factory
+
+
+def resolve_session_factory(
+    database_url: str | None = None,
+    *,
+    settings: Settings | None = None,
+) -> SessionFactory:
+    if database_url is not None:
+        return get_session_factory(database_url)
+    if settings is None:
+        from .runtime import get_database_runtime
+
+        runtime = get_database_runtime()
+        if runtime is not None:
+            return runtime.session_factory
+    return get_session_factory(get_database_url(settings or get_settings()))
+
+
+type SessionFactoryDep = Annotated[SessionFactory, Depends(resolve_session_factory)]
+
+
+async def dispose_session_factory(database_url: str) -> None:
+    """Drop the session factory and engine for ``database_url`` only."""
+    _SESSION_FACTORIES.pop(database_url, None)
+    await dispose_engine(database_url)
+
+
+@asynccontextmanager
+async def session_scope(
+    *,
+    settings: Settings | None = None,
+    database_url: str | None = None,
+    session_factory: SessionFactory | None = None,
+    session: AsyncSession | None = None,
+) -> AsyncGenerator[AsyncSession]:
+    if session is not None:
+        yield session
+        return
+
+    active_session_factory = session_factory or resolve_session_factory(
+        database_url,
+        settings=settings,
+    )
+    async with active_session_factory() as owned_session:
+        yield owned_session
+
+
+type SessionScopeDep = Annotated[AsyncSession, Depends(session_scope)]
+
+
+@asynccontextmanager
+async def transaction_scope(
+    *,
+    settings: Settings | None = None,
+    database_url: str | None = None,
+    session_factory: SessionFactory | None = None,
+    session: AsyncSession | None = None,
+) -> AsyncGenerator[AsyncSession]:
+    if session is not None:
+        if not session.in_transaction():
+            raise RuntimeError("A supplied session must have an active transaction")
+        yield session
+        return
+
+    active_session_factory = session_factory or resolve_session_factory(
+        database_url,
+        settings=settings,
+    )
+    async with active_session_factory.begin() as owned_session:
+        yield owned_session
+
+
+type TransactionScopeDep = Annotated[AsyncSession, Depends(transaction_scope)]

src/transcription/models.py

@@ -1,110 +0,0 @@
-"""SQLModel domain models for the transcription system.
-
-Core V1 lifecycle:
-    Document  ->  one-to-many  ->  Source
-    Document  ->  one-to-many  ->  Job
-    Source    ->  one-to-one?  ->  Revision (optional)
-"""
-
-from datetime import UTC
-from datetime import datetime
-from enum import StrEnum
-from typing import Optional
-from uuid import UUID
-from uuid import uuid4
-
-from sqlalchemy import UniqueConstraint
-from sqlmodel import Field
-from sqlmodel import Relationship
-from sqlmodel import SQLModel
-
-
-class JobStatus(StrEnum):
-    QUEUED = "queued"
-    PROCESSING = "processing"
-    TRANSCRIBED = "transcribed"
-    FAILED = "failed"
-
-
-class Document(SQLModel, table=True):
-    """An historical document."""
-
-    id: UUID = Field(default_factory=uuid4, primary_key=True)
-    name: str
-
-    # Relationships
-    jobs: list["Job"] = Relationship(back_populates="document")
-    sources: list["Source"] = Relationship(back_populates="document")
-
-
-class Source(SQLModel, table=True):
-    """A document source (image or PDF)."""
-
-    id: UUID = Field(default_factory=uuid4, primary_key=True)
-    document_id: UUID = Field(foreign_key="document.id")
-    job_id: UUID = Field(foreign_key="job.id")
-    upload_name: str
-    """The filename of the source that was uploaded for transcription."""
-    filename: str
-    """The system generated unique source name."""
-    file_path: str
-    """The location where the sources are stored on the local filesystem."""
-    date_uploaded: datetime = Field(default_factory=lambda: datetime.now(UTC))
-
-    # Relationships
-    document: Optional["Document"] = Relationship(back_populates="sources")
-    job: Optional["Job"] = Relationship(back_populates="sources")
-    revision: Optional["Revision"] = Relationship(
-        back_populates="source",
-        sa_relationship_kwargs={"uselist": False},
-    )
-
-
-class Job(SQLModel, table=True):
-    """A transcription job tied to a single document."""
-
-    id: UUID = Field(default_factory=uuid4, primary_key=True)
-    document_id: UUID = Field(foreign_key="document.id")
-    status: JobStatus = Field(default=JobStatus.QUEUED)
-    retry_count: int = Field(default=0, ge=0)
-    date_created: datetime = Field(default_factory=lambda: datetime.now(UTC))
-    date_updated: datetime = Field(default_factory=lambda: datetime.now(UTC))
-    provider: str | None = None
-    """Name of the transcription provider used to generate this transcript."""
-    model: str | None = None
-    """Model identifier used to generate this transcript."""
-    prompt_name: str | None = None
-    """Name of the prompt used to generate this transcript."""
-    text: str | None = None
-    """The transcribed text. This may be None if the job failed or is still in progress."""
-    error_detail: str | None = None
-    """Details of any error that occurred during transcription."""
-
-    # Relationships
-    document: Optional["Document"] = Relationship(back_populates="jobs")
-    sources: list["Source"] = Relationship(back_populates="job")
-
-    @property
-    def filename(self) -> str:
-        """Return the filename of the associated source, when available."""
-        if not self.sources:
-            return "unknown"
-        return self.sources[0].filename
-
-
-class Revision(SQLModel, table=True):
-    """A revision of a transcription text."""
-
-    id: UUID = Field(default_factory=uuid4, primary_key=True)
-    source_id: UUID = Field(foreign_key="source.id")
-    """ID for the associated source."""
-    revision: int = Field(default=1, ge=1)
-    """Revision number of this transcription revision, starting at 1."""
-    text: str
-    """The revised text."""
-    date_created: datetime = Field(default_factory=lambda: datetime.now(UTC))
-
-    __table_args__ = (UniqueConstraint("source_id", name="uq_revision_source_id"),)
-
-    # Relationships
-    source: Optional["Source"] = Relationship(back_populates="revision")

src/transcription/providers/__init__.py

@@ -6,8 +6,12 @@ from transcription.config import get_settings
 from transcription.providers.base import ProviderAuthError
 from transcription.providers.base import ProviderError
 from transcription.providers.base import ProviderResponseError
+from transcription.providers.base import TranscriptionMetadata
 from transcription.providers.base import TranscriptionProvider
 from transcription.providers.base import TranscriptionResult
+from transcription.providers.evidence import RequestManifest
+from transcription.providers.evidence import SourceEvidenceReference
+from transcription.providers.evidence import TransportEvidence
 from transcription.providers.openrouter import OpenRouterTranscriptionProvider
 
 
@@ -25,7 +29,11 @@ __all__ = [
     "ProviderAuthError",
     "ProviderError",
     "ProviderResponseError",
+    "RequestManifest",
+    "SourceEvidenceReference",
+    "TranscriptionMetadata",
     "TranscriptionProvider",
     "TranscriptionResult",
+    "TransportEvidence",
     "get_transcription_provider",
 ]

src/transcription/providers/base.py

@@ -1,12 +1,33 @@
-"""Provider interfaces and shared types for transcription adapters."""
+"""Provider interfaces and validated shared contracts for transcription adapters."""
 
-from dataclasses import dataclass
 from typing import Protocol
 
+from pydantic import BaseModel
+from pydantic import ConfigDict
+from pydantic import Field
+from pydantic import JsonValue
+
+from transcription.providers.evidence import RequestManifest
+from transcription.providers.evidence import SourceEvidenceReference
+from transcription.providers.evidence import TransportEvidence
+
 
 class ProviderError(RuntimeError):
     """Base error for provider failures."""
 
+    def __init__(
+        self,
+        message: str,
+        *,
+        request_manifest: RequestManifest | None = None,
+        transport_evidence: TransportEvidence | None = None,
+        failure_phase: str = "provider_request",
+    ) -> None:
+        super().__init__(message)
+        self.request_manifest = request_manifest
+        self.transport_evidence = transport_evidence
+        self.failure_phase = failure_phase
+
 
 class ProviderAuthError(ProviderError):
     """Raised when provider authentication fails."""
@@ -16,23 +37,100 @@ class ProviderResponseError(ProviderError):
     """Raised when provider responses are malformed or unusable."""
 
 
-@dataclass(frozen=True)
+class ProviderUsage(BaseModel):
-class TranscriptionResult:
+    """Normalized provider token accounting."""
+
+    model_config = ConfigDict(extra="forbid", frozen=True)
+
+    input_tokens: int | None = Field(default=None, ge=0)
+    output_tokens: int | None = Field(default=None, ge=0)
+    total_tokens: int | None = Field(default=None, ge=0)
+
+
+class TranscriptionMetadata(BaseModel):
+    """Stable structured metadata persisted for one provider execution."""
+
+    model_config = ConfigDict(extra="forbid", frozen=True)
+
+    finish_reason: str | None = Field(default=None, min_length=1)
+    usage: ProviderUsage | None = None
+
+    def as_json_object(self) -> dict[str, JsonValue] | None:
+        payload = self.model_dump(mode="json", exclude_none=True)
+        return payload or None
+
+
+class TranscriptionResult(BaseModel):
     """Normalized output returned by any transcription provider."""
 
-    text: str
+    model_config = ConfigDict(extra="forbid", frozen=True, str_strip_whitespace=True)
-    provider: str
+
-    prompt_name: str
+    text: str = Field(min_length=1)
-    model: str
+    provider: str = Field(min_length=1)
-    finish_reason: str | None = None
+    model: str = Field(min_length=1)
-    usage_input_tokens: int | None = None
+    prompt_name: str | None = None
-    usage_output_tokens: int | None = None
+    prompt_hash: str | None = Field(default=None, pattern=r"^[0-9a-f]{64}$")
-    usage_total_tokens: int | None = None
+    system_prompt: str | None = None
+    user_prompt: str | None = None
+    temperature: float | None = Field(default=None, ge=0.0, le=2.0)
+    top_p: float | None = Field(default=None, ge=0.0, le=1.0)
+    metadata: TranscriptionMetadata = Field(default_factory=TranscriptionMetadata)
+    raw_api_response: dict[str, JsonValue] | None = None
+    request_manifest: RequestManifest | None = None
+    transport_evidence: TransportEvidence | None = None
+
+    @property
+    def finish_reason(self) -> str | None:
+        return self.metadata.finish_reason
+
+    @property
+    def usage_input_tokens(self) -> int | None:
+        return self.metadata.usage.input_tokens if self.metadata.usage else None
+
+    @property
+    def usage_output_tokens(self) -> int | None:
+        return self.metadata.usage.output_tokens if self.metadata.usage else None
+
+    @property
+    def usage_total_tokens(self) -> int | None:
+        return self.metadata.usage.total_tokens if self.metadata.usage else None
+
+    def metadata_payload(self) -> dict[str, JsonValue] | None:
+        return self.metadata.as_json_object()
 
 
 class TranscriptionProvider(Protocol):
     """Contract every transcription provider adapter must satisfy."""
 
-    async def transcribe(self, *, prompt_text: str, image_bytes: bytes, mime_type: str) -> TranscriptionResult:
+    @property
+    def model(self) -> str:
+        """Return the resolved model slug this adapter will call."""
+        ...
+
+    @property
+    def current_request_manifest(self) -> RequestManifest | None:
+        """Return the manifest for the most recent call, for failure evidence."""
+        ...
+
+    @property
+    def current_transport_evidence(self) -> TransportEvidence | None:
+        """Return transport-level evidence for the most recent call."""
+        ...
+
+    async def transcribe(
+        self,
+        *,
+        prompt_text: str,
+        image_bytes: bytes,
+        mime_type: str,
+        temperature: float | None = None,
+        top_p: float | None = None,
+        source_reference: SourceEvidenceReference | None = None,
+        requested_model: str | None = None,
+    ) -> TranscriptionResult:
         """Transcribe the provided image according to the prompt text."""
         ...
+
+    async def aclose(self) -> None:
+        """Release any pooled network resources held by the adapter."""
+        ...

src/transcription/providers/evidence.py

@@ -0,0 +1,154 @@
+"""Versioned, provider-neutral contracts for processing evidence."""
+
+from __future__ import annotations
+
+import hashlib
+import json
+import os
+import platform
+from importlib.metadata import PackageNotFoundError
+from importlib.metadata import version
+from typing import Any
+from typing import Literal
+from uuid import UUID
+
+from pydantic import BaseModel
+from pydantic import ConfigDict
+from pydantic import Field
+from pydantic import JsonValue
+
+REQUEST_MANIFEST_SCHEMA = "transcription.request-manifest"
+REQUEST_MANIFEST_VERSION = "1"
+SOFTWARE_CONTEXT_SCHEMA = "transcription.software-context"
+SOFTWARE_CONTEXT_VERSION = "1"
+TRANSPORT_EVIDENCE_SCHEMA = "transcription.transport-evidence"
+TRANSPORT_EVIDENCE_VERSION = "1"
+CANONICAL_JSON_ALGORITHM = "transcription-canonical-json-v1"
+
+SAFE_RESPONSE_HEADERS = frozenset(
+    {
+        "content-type",
+        "content-encoding",
+        "date",
+        "retry-after",
+        "x-request-id",
+        "x-openrouter-generation-id",
+        "x-ratelimit-limit",
+        "x-ratelimit-remaining",
+        "x-ratelimit-reset",
+    }
+)
+
+
+class EvidenceModel(BaseModel):
+    """Strict immutable base for persisted evidence contracts."""
+
+    model_config = ConfigDict(extra="forbid", frozen=True)
+
+
+class SourceEvidenceReference(EvidenceModel):
+    """Secret-safe identity for source content used by one execution."""
+
+    source_id: UUID
+    digest_sha256: str = Field(pattern=r"^[0-9a-f]{64}$")
+    byte_size: int = Field(ge=0)
+    media_type: str = Field(min_length=1)
+    page_number: int = Field(ge=1)
+    width: int | None = Field(default=None, ge=1)
+    height: int | None = Field(default=None, ge=1)
+    derivative_id: UUID | None = None
+    transformation: str | None = None
+
+
+class SoftwareContext(EvidenceModel):
+    """Versions needed to interpret a provider execution."""
+
+    schema_name: Literal["transcription.software-context"] = SOFTWARE_CONTEXT_SCHEMA
+    schema_version: Literal["1"] = SOFTWARE_CONTEXT_VERSION
+    application_version: str
+    application_commit: str | None = None
+    adapter_name: str
+    adapter_version: str
+    client_library: str
+    client_library_version: str
+    python_version: str
+
+
+class RequestManifest(EvidenceModel):
+    """Frozen, secret-safe representation of one concrete provider request."""
+
+    schema_name: Literal["transcription.request-manifest"] = REQUEST_MANIFEST_SCHEMA
+    schema_version: Literal["1"] = REQUEST_MANIFEST_VERSION
+    provider: str = Field(min_length=1)
+    requested_model: str = Field(min_length=1)
+    request: dict[str, JsonValue]
+    source: SourceEvidenceReference
+    explicitly_supplied_parameters: tuple[str, ...] = ()
+    omitted_optional_parameters: tuple[str, ...] = ()
+    optional_parameter_states: dict[str, Literal["omitted", "null", "value"]]
+    prompt_content: str = Field(min_length=1)
+    prompt_sha256: str = Field(pattern=r"^[0-9a-f]{64}$")
+    timeout_seconds: float = Field(gt=0)
+    retry_policy: str = Field(min_length=1)
+    software: SoftwareContext
+    canonicalization: Literal["transcription-canonical-json-v1"] = CANONICAL_JSON_ALGORITHM
+
+    def canonical_bytes(self) -> bytes:
+        return canonical_json_bytes(self.model_dump(mode="json"))
+
+    def digest(self) -> str:
+        return hashlib.sha256(self.canonical_bytes()).hexdigest()
+
+
+class TransportEvidence(EvidenceModel):
+    """Exact response captured at the application/router HTTP boundary."""
+
+    schema_name: Literal["transcription.transport-evidence"] = TRANSPORT_EVIDENCE_SCHEMA
+    schema_version: Literal["1"] = TRANSPORT_EVIDENCE_VERSION
+    response_received: bool
+    status_code: int | None = Field(default=None, ge=100, le=599)
+    body: bytes | None = None
+    safe_headers: dict[str, str] = Field(default_factory=dict)
+    content_type: str | None = None
+    content_encoding: str | None = None
+    request_id: str | None = None
+    generation_id: str | None = None
+
+
+def canonical_json_bytes(value: Any) -> bytes:
+    """Serialize JSON deterministically for evidence integrity hashes."""
+    return json.dumps(
+        value,
+        ensure_ascii=False,
+        allow_nan=False,
+        sort_keys=True,
+        separators=(",", ":"),
+    ).encode("utf-8")
+
+
+def filter_safe_response_headers(headers: Any) -> dict[str, str]:
+    """Return only explicitly allowlisted response headers."""
+    return {
+        str(name).lower(): str(value) for name, value in headers.items() if str(name).lower() in SAFE_RESPONSE_HEADERS
+    }
+
+
+def package_version(package: str) -> str:
+    """Return an installed package version without failing evidence capture."""
+    try:
+        return version(package)
+    except PackageNotFoundError:
+        return "unknown"
+
+
+def build_software_context(*, adapter_name: str, adapter_version: str, client_library: str) -> SoftwareContext:
+    """Build the runtime software identity for an execution."""
+    return SoftwareContext(
+        application_version=package_version("transcription"),
+        application_commit=os.environ.get("TRANSCRIPTION_COMMIT") or None,
+        adapter_name=adapter_name,
+        adapter_version=adapter_version,
+        client_library=client_library,
+        client_library_version=package_version(client_library),
+        python_version=platform.python_version(),
+    )

src/transcription/providers/openrouter.py

@@ -3,172 +3,529 @@
 from __future__ import annotations
 
 import base64
+import hashlib
+import json
 import logging
-from dataclasses import dataclass
+from collections.abc import AsyncIterator
+from collections.abc import Callable
+from typing import Annotated
 from typing import Any
-from typing import cast
+from typing import Literal
 
+import httpx
 from openrouter import OpenRouter
-from openrouter.components.chatmessages import ChatMessagesTypedDict
+from openrouter import errors as openrouter_errors
+from pydantic import BaseModel
+from pydantic import ConfigDict
+from pydantic import Field
+from pydantic import JsonValue
+from pydantic import TypeAdapter
+from pydantic import ValidationError
 
 from transcription.config import Settings
 from transcription.config import get_settings
 from transcription.providers.base import ProviderAuthError
 from transcription.providers.base import ProviderError
 from transcription.providers.base import ProviderResponseError
+from transcription.providers.base import ProviderUsage
+from transcription.providers.base import TranscriptionMetadata
 from transcription.providers.base import TranscriptionResult
+from transcription.providers.evidence import RequestManifest
+from transcription.providers.evidence import SourceEvidenceReference
+from transcription.providers.evidence import TransportEvidence
+from transcription.providers.evidence import build_software_context
+from transcription.providers.evidence import filter_safe_response_headers
 
 logger = logging.getLogger(__name__)
 
 DEFAULT_OPENROUTER_MODEL = "google/gemini-2.5-flash"
+OPENROUTER_ADAPTER_VERSION = "2"
 
 
-@dataclass(frozen=True)
+class _CapturingAsyncByteStream(httpx.AsyncByteStream):
-class OpenRouterRequest:
+    """Copy streamed response bytes without changing what the SDK consumes."""
+
+    def __init__(self, stream: httpx.AsyncByteStream, on_complete: Callable[[bytes], None]):
+        self._stream = stream
+        self._on_complete = on_complete
+
+    async def __aiter__(self) -> AsyncIterator[bytes]:
+        content = bytearray()
+        async for chunk in self._stream:
+            content.extend(chunk)
+            yield chunk
+        self._on_complete(bytes(content))
+
+    async def aclose(self) -> None:
+        await self._stream.aclose()
+
+
+class _CapturingAsyncClient:
+    """Delegate SDK HTTP calls while retaining the response before SDK parsing."""
+
+    def __init__(self, client: httpx.AsyncClient):
+        self._client = client
+        self.last_response: httpx.Response | None = None
+        self.last_body: bytes | None = None
+
+    async def send(self, request: httpx.Request, **kwargs: Any) -> httpx.Response:
+        response = await self._client.send(request, **kwargs)
+        self.last_response = response
+        try:
+            self.last_body = response.content
+        except httpx.ResponseNotRead:
+            stream = response.stream
+            if not isinstance(stream, httpx.AsyncByteStream):
+                raise
+            response.stream = _CapturingAsyncByteStream(stream, self._capture_body)
+        return response
+
+    def build_request(self, *args: Any, **kwargs: Any) -> httpx.Request:
+        return self._client.build_request(*args, **kwargs)
+
+    async def aclose(self) -> None:
+        await self._client.aclose()
+
+    def reset(self) -> None:
+        self.last_response = None
+        self.last_body = None
+
+    def _capture_body(self, body: bytes) -> None:
+        self.last_body = body
+
+
+class _ProviderModel(BaseModel):
+    model_config = ConfigDict(extra="forbid", frozen=True)
+
+
+class TextContent(_ProviderModel):
+    type: Literal["text"] = "text"
+    text: str = Field(min_length=1)
+
+
+class ImageUrl(_ProviderModel):
+    url: str = Field(min_length=1)
+
+
+class ImageContent(_ProviderModel):
+    type: Literal["image_url"] = "image_url"
+    image_url: ImageUrl
+
+
+class FileData(_ProviderModel):
+    filename: str = Field(min_length=1)
+    file_data: str = Field(min_length=1)
+
+
+class FileContent(_ProviderModel):
+    type: Literal["file"] = "file"
+    file: FileData
+
+
+MessageContent = Annotated[TextContent | ImageContent | FileContent, Field(discriminator="type")]
+
+
+class UserMessage(_ProviderModel):
+    role: Literal["user"] = "user"
+    content: tuple[MessageContent, ...] = Field(min_length=2)
+
+
+class OpenRouterRequest(_ProviderModel):
     """Normalized request payload fields for OpenRouter calls."""
 
-    model: str
+    model: str = Field(min_length=1)
-    messages: list[dict[str, Any]]
+    messages: tuple[UserMessage, ...] = Field(min_length=1)
     http_referer: str | None
     x_open_router_title: str | None
+    temperature: float | None = Field(ge=0.0, le=2.0)
+    top_p: float | None = Field(ge=0.0, le=1.0)
+
+
+class ResponseContentPart(BaseModel):
+    model_config = ConfigDict(extra="allow", frozen=True)
+
+    text: str | None = None
+
+
+class ResponseMessage(BaseModel):
+    model_config = ConfigDict(extra="allow", frozen=True)
+
+    content: str | tuple[ResponseContentPart, ...] | None = None
+
+
+class ResponseChoice(BaseModel):
+    model_config = ConfigDict(extra="allow", frozen=True)
+
+    message: ResponseMessage
+    finish_reason: str | None = None
+
+
+class ResponseUsage(BaseModel):
+    model_config = ConfigDict(extra="allow", frozen=True)
+
+    prompt_tokens: int | None = Field(default=None, ge=0)
+    completion_tokens: int | None = Field(default=None, ge=0)
+    total_tokens: int | None = Field(default=None, ge=0)
+    input_tokens: int | None = Field(default=None, ge=0)
+    output_tokens: int | None = Field(default=None, ge=0)
+    total: int | None = Field(default=None, ge=0)
+
+
+class OpenRouterResponse(BaseModel):
+    model_config = ConfigDict(extra="allow", frozen=True)
+
+    model: str | None = None
+    choices: tuple[ResponseChoice, ...] = Field(min_length=1)
+    usage: dict[str, JsonValue] | None = None
+
+
+JSON_OBJECT_ADAPTER = TypeAdapter(dict[str, JsonValue])
 
 
 class OpenRouterTranscriptionProvider:
     """Adapter that performs image transcription through OpenRouter."""
 
-    def __init__(self, *, settings: Settings | None = None, client: OpenRouter | None = None):
+    def __init__(
+        self,
+        *,
+        settings: Settings | None = None,
+        client: OpenRouter | None = None,
+        async_client: httpx.AsyncClient | None = None,
+    ):
         self._settings = settings or get_settings()
         self._model = self._settings.provider_model or DEFAULT_OPENROUTER_MODEL
-        self._client = client or OpenRouter(api_key=self._settings.openrouter_api_key)
+        self._capturing_client: _CapturingAsyncClient | None = None
+        self._current_request_manifest: RequestManifest | None = None
+        self._current_transport_evidence: TransportEvidence | None = None
+        if client is None:
+            # httpx defaults every phase to 5s, which silently caps provider calls far
+            # below worker_provider_timeout_seconds. Track the configured budget instead.
+            timeout = httpx.Timeout(
+                self._settings.worker_provider_timeout_seconds,
+                connect=10.0,
+            )
+            self._capturing_client = _CapturingAsyncClient(
+                async_client or httpx.AsyncClient(follow_redirects=True, timeout=timeout)
+            )
+            client = OpenRouter(
+                api_key=self._settings.openrouter_api_key.get_secret_value(),
+                async_client=self._capturing_client,
+            )
+        self._client = client
 
     @property
     def model(self) -> str:
         """Return the resolved OpenRouter model slug."""
         return self._model
 
-    async def transcribe(self, *, prompt_text: str, image_bytes: bytes, mime_type: str) -> TranscriptionResult:
+    @property
+    def current_request_manifest(self) -> RequestManifest | None:
+        return self._current_request_manifest
+
+    @property
+    def current_transport_evidence(self) -> TransportEvidence | None:
+        if self._current_transport_evidence is not None:
+            return self._current_transport_evidence
+        if self._current_request_manifest is None:
+            return None
+        return self._captured_transport_evidence()
+
+    async def aclose(self) -> None:
+        if self._capturing_client is not None:
+            await self._capturing_client.aclose()
+
+    async def transcribe(
+        self,
+        *,
+        prompt_text: str,
+        image_bytes: bytes,
+        mime_type: str,
+        temperature: float | None = None,
+        top_p: float | None = None,
+        source_reference: SourceEvidenceReference | None = None,
+        requested_model: str | None = None,
+    ) -> TranscriptionResult:
         """Send prompt + image to OpenRouter and return normalized text output."""
-        request = self._build_request(prompt_text=prompt_text, image_bytes=image_bytes, mime_type=mime_type)
+        request = self._build_request(
+            prompt_text=prompt_text,
+            image_bytes=image_bytes,
+            mime_type=mime_type,
+            temperature=temperature,
+            top_p=top_p,
+            requested_model=requested_model,
+        )
+        manifest = self._build_request_manifest(
+            request=request,
+            prompt_text=prompt_text,
+            source_reference=source_reference,
+            temperature=temperature,
+            top_p=top_p,
+        )
+        self._current_request_manifest = manifest
+        self._current_transport_evidence = None
+        if self._capturing_client is not None:
+            self._capturing_client.reset()
         try:
             response = await self._client.chat.send_async(
-                messages=cast(list[ChatMessagesTypedDict], request.messages),
+                **request.model_dump(mode="json", exclude_none=True),
-                model=request.model,
+                retries=None,
-                http_referer=request.http_referer,
-                x_open_router_title=request.x_open_router_title,
             )
         except Exception as exc:
-            message = str(exc).lower()
+            transport = self._captured_transport_evidence()
-            if "401" in message or "auth" in message or "api key" in message:
+            self._current_transport_evidence = transport
-                raise ProviderAuthError("OpenRouter authentication failed") from exc
+            if isinstance(exc, openrouter_errors.UnauthorizedResponseError):
-            raise ProviderError("OpenRouter request failed") from exc
+                raise ProviderAuthError(
+                    "OpenRouter authentication failed",
+                    request_manifest=manifest,
+                    transport_evidence=transport,
+                    failure_phase="http_response" if transport.response_received else "connection",
+                ) from exc
+            failure_phase = (
+                "response_validation"
+                if isinstance(exc, openrouter_errors.ResponseValidationError)
+                else "http_response"
+                if transport.response_received
+                else "connection"
+            )
+            raise ProviderError(
+                self._transport_error_message(transport),
+                request_manifest=manifest,
+                transport_evidence=transport,
+                failure_phase=failure_phase,
+            ) from exc
 
-        text = self._extract_text(response)
+        transport = self._captured_transport_evidence()
-        model = self._get_optional_attr(response, "model") or self.model
+        self._current_transport_evidence = transport
-        finish_reason = self._extract_finish_reason(response)
+        raw_api_response = self._coerce_raw_response(response)
-        usage_input_tokens, usage_output_tokens, usage_total_tokens = self._extract_usage(response)
+        try:
+            validated_response = OpenRouterResponse.model_validate(raw_api_response)
+        except ValidationError as exc:
+            raise ProviderResponseError(
+                "OpenRouter response failed schema validation",
+                request_manifest=manifest,
+                transport_evidence=transport,
+                failure_phase="response_validation",
+            ) from exc
+
+        try:
+            text = self._extract_text(validated_response)
+        except ProviderResponseError as exc:
+            raise ProviderResponseError(
+                str(exc),
+                request_manifest=manifest,
+                transport_evidence=transport,
+                failure_phase="response_validation",
+            ) from exc
+        model = validated_response.model or requested_model or self.model
+        metadata = self._build_metadata(validated_response)
         logger.info("OpenRouter transcription completed using model=%s", model)
         return TranscriptionResult(
             text=text,
             provider="openrouter",
-            prompt_name="",
+            prompt_name=None,
+            prompt_hash=None,
+            system_prompt=None,
+            user_prompt=prompt_text,
+            temperature=temperature,
+            top_p=top_p,
             model=model,
-            finish_reason=finish_reason,
+            metadata=metadata,
-            usage_input_tokens=usage_input_tokens,
+            raw_api_response=raw_api_response,
-            usage_output_tokens=usage_output_tokens,
+            request_manifest=manifest,
-            usage_total_tokens=usage_total_tokens,
+            transport_evidence=transport,
         )
 
-    def _build_request(self, *, prompt_text: str, image_bytes: bytes, mime_type: str) -> OpenRouterRequest:
+    def _build_request_manifest(
+        self,
+        *,
+        request: OpenRouterRequest,
+        prompt_text: str,
+        source_reference: SourceEvidenceReference | None,
+        temperature: float | None,
+        top_p: float | None,
+    ) -> RequestManifest | None:
+        if source_reference is None:
+            return None
+        request_payload = request.model_dump(mode="json", exclude_none=True)
+        sanitized_request = self._replace_embedded_media(request_payload, source_reference=source_reference)
+        explicit = tuple(name for name, value in (("temperature", temperature), ("top_p", top_p)) if value is not None)
+        omitted = tuple(name for name in ("temperature", "top_p") if name not in explicit)
+        return RequestManifest(
+            provider="openrouter",
+            requested_model=request.model,
+            request=JSON_OBJECT_ADAPTER.validate_python(sanitized_request),
+            source=source_reference,
+            explicitly_supplied_parameters=explicit,
+            omitted_optional_parameters=omitted,
+            optional_parameter_states={
+                "temperature": "value" if temperature is not None else "omitted",
+                "top_p": "value" if top_p is not None else "omitted",
+            },
+            prompt_content=prompt_text,
+            prompt_sha256=hashlib.sha256(prompt_text.encode("utf-8")).hexdigest(),
+            timeout_seconds=self._settings.worker_provider_timeout_seconds,
+            retry_policy="application-bounded; sdk-retries=0",
+            software=build_software_context(
+                adapter_name="openrouter",
+                adapter_version=OPENROUTER_ADAPTER_VERSION,
+                client_library="openrouter",
+            ),
+        )
+
+    def _replace_embedded_media(
+        self,
+        value: Any,
+        *,
+        source_reference: SourceEvidenceReference,
+    ) -> Any:
+        if isinstance(value, str) and value.startswith("data:") and ";base64," in value:
+            return {
+                "source_reference": source_reference.model_dump(mode="json"),
+                "embedded_media_omitted": True,
+            }
+        if isinstance(value, dict):
+            return {
+                str(key): self._replace_embedded_media(item, source_reference=source_reference)
+                for key, item in value.items()
+            }
+        if isinstance(value, list | tuple):
+            return [self._replace_embedded_media(item, source_reference=source_reference) for item in value]
+        return value
+
+    def _captured_transport_evidence(self) -> TransportEvidence:
+        response = self._capturing_client.last_response if self._capturing_client is not None else None
+        if response is None:
+            return TransportEvidence(response_received=False)
+        headers = filter_safe_response_headers(response.headers)
+        body = self._capturing_client.last_body if self._capturing_client is not None else None
+        return TransportEvidence(
+            response_received=True,
+            status_code=response.status_code,
+            body=body,
+            safe_headers=headers,
+            content_type=headers.get("content-type"),
+            content_encoding=headers.get("content-encoding"),
+            request_id=headers.get("x-request-id"),
+            generation_id=headers.get("x-openrouter-generation-id"),
+        )
+
+    @staticmethod
+    def _transport_error_message(transport: TransportEvidence) -> str:
+        message = "OpenRouter request failed"
+        if transport.status_code is not None:
+            message += f" with HTTP {transport.status_code}"
+        if transport.body is None:
+            return message
+        try:
+            payload = json.loads(transport.body)
+        except (UnicodeDecodeError, json.JSONDecodeError):
+            return message
+        if not isinstance(payload, dict):
+            return message
+        error = payload.get("error")
+        detail = error.get("message") if isinstance(error, dict) else None
+        if isinstance(detail, str) and detail.strip():
+            return f"{message}: {detail.strip()[:500]}"
+        return message
+
+    def _build_metadata(self, response: OpenRouterResponse) -> TranscriptionMetadata:
+        choice = response.choices[0]
+        finish_reason = choice.finish_reason.strip() if choice.finish_reason and choice.finish_reason.strip() else None
+        normalized_usage = None
+        if response.usage is not None:
+            try:
+                usage = ResponseUsage.model_validate(response.usage)
+            except ValidationError as exc:
+                logger.warning("Ignoring invalid OpenRouter usage metadata: %s", exc)
+            else:
+                normalized_usage = ProviderUsage(
+                    input_tokens=usage.prompt_tokens if usage.prompt_tokens is not None else usage.input_tokens,
+                    output_tokens=usage.completion_tokens
+                    if usage.completion_tokens is not None
+                    else usage.output_tokens,
+                    total_tokens=usage.total_tokens if usage.total_tokens is not None else usage.total,
+                )
+                if normalized_usage.model_dump(exclude_none=True) == {}:
+                    normalized_usage = None
+        return TranscriptionMetadata(finish_reason=finish_reason, usage=normalized_usage)
+
+    def _coerce_raw_response(self, response: Any) -> dict[str, JsonValue]:
+        payload = self._to_json_compatible(response)
+        try:
+            return JSON_OBJECT_ADAPTER.validate_python(payload)
+        except ValidationError as exc:
+            raise ProviderResponseError("OpenRouter response is not a JSON object") from exc
+
+    def _to_json_compatible(self, value: Any) -> Any:
+        if value is None or isinstance(value, str | int | float | bool):
+            return value
+
+        if isinstance(value, dict):
+            return {str(key): self._to_json_compatible(item) for key, item in value.items()}
+
+        if isinstance(value, list | tuple | set):
+            return [self._to_json_compatible(item) for item in value]
+
+        for method_name in ("model_dump", "to_dict"):
+            serializer = getattr(value, method_name, None)
+            if callable(serializer):
+                try:
+                    serialized = serializer(mode="json") if method_name == "model_dump" else serializer()
+                    return self._to_json_compatible(serialized)
+                except (TypeError, ValueError) as exc:
+                    logger.debug("OpenRouter response serializer %s failed: %s", method_name, exc)
+                    continue
+
+        object_dict = getattr(value, "__dict__", None)
+        if isinstance(object_dict, dict):
+            return {
+                str(key): self._to_json_compatible(item)
+                for key, item in object_dict.items()
+                if not str(key).startswith("_")
+            }
+
+        raise ProviderResponseError(f"OpenRouter response contains unsupported value type: {type(value).__name__}")
+
+    def _build_request(
+        self,
+        *,
+        prompt_text: str,
+        image_bytes: bytes,
+        mime_type: str,
+        temperature: float | None,
+        top_p: float | None,
+        requested_model: str | None = None,
+    ) -> OpenRouterRequest:
         image_b64 = base64.b64encode(image_bytes).decode("ascii")
         data_url = f"data:{mime_type};base64,{image_b64}"
-
+        media_content: ImageContent | FileContent
-        messages: list[dict[str, Any]] = [
+        if mime_type == "application/pdf":
-            {
+            media_content = FileContent(file=FileData(filename="source.pdf", file_data=data_url))
-                "role": "user",
+        else:
-                "content": [
+            media_content = ImageContent(image_url=ImageUrl(url=data_url))
-                    {"type": "text", "text": prompt_text},
-                    {"type": "image_url", "image_url": {"url": data_url}},
-                ],
-            }
-        ]
 
         return OpenRouterRequest(
-            model=self.model,
+            model=requested_model or self.model,
-            messages=messages,
+            messages=(UserMessage(content=(TextContent(text=prompt_text), media_content)),),
             http_referer=self._settings.openrouter_http_referer,
             x_open_router_title=self._settings.openrouter_app_title,
+            temperature=temperature,
+            top_p=top_p,
         )
 
-    def _extract_text(self, response: Any) -> str:
+    def _extract_text(self, response: OpenRouterResponse) -> str:
-        choices = self._get_optional_attr(response, "choices")
+        content = response.choices[0].message.content
-        if not choices:
-            raise ProviderResponseError("OpenRouter response missing choices")
-
-        first_choice = choices[0]
-        message = self._get_optional_attr(first_choice, "message")
-        if message is None:
-            raise ProviderResponseError("OpenRouter response missing assistant message")
-
-        content = self._get_optional_attr(message, "content")
         text = self._normalize_content(content)
         if not text:
             raise ProviderResponseError("OpenRouter response contained no transcription text")
         return text
 
-    def _extract_finish_reason(self, response: Any) -> str | None:
+    def _normalize_content(self, content: str | tuple[ResponseContentPart, ...] | None) -> str:
-        choices = self._get_optional_attr(response, "choices")
-        if not choices:
-            return None
-        first_choice = choices[0]
-        finish_reason = self._get_optional_attr(first_choice, "finish_reason")
-        if isinstance(finish_reason, str) and finish_reason.strip():
-            return finish_reason.strip()
-        return None
-
-    def _extract_usage(self, response: Any) -> tuple[int | None, int | None, int | None]:
-        usage = self._get_optional_attr(response, "usage")
-        if usage is None:
-            return None, None, None
-
-        input_tokens = self._as_int(self._get_optional_attr(usage, "prompt_tokens"))
-        output_tokens = self._as_int(self._get_optional_attr(usage, "completion_tokens"))
-        total_tokens = self._as_int(self._get_optional_attr(usage, "total_tokens"))
-
-        if input_tokens is None:
-            input_tokens = self._as_int(self._get_optional_attr(usage, "input_tokens"))
-        if output_tokens is None:
-            output_tokens = self._as_int(self._get_optional_attr(usage, "output_tokens"))
-        if total_tokens is None:
-            total_tokens = self._as_int(self._get_optional_attr(usage, "total"))
-
-        return input_tokens, output_tokens, total_tokens
-
-    def _normalize_content(self, content: Any) -> str:
         if isinstance(content, str):
             return content.strip()
 
-        if isinstance(content, list):
+        if isinstance(content, tuple):
-            parts: list[str] = []
+            parts = [item.text.strip() for item in content if item.text and item.text.strip()]
-            for item in content:
-                text_part = None
-                text_part = item.get("text") if isinstance(item, dict) else self._get_optional_attr(item, "text")
-
-                if isinstance(text_part, str) and text_part.strip():
-                    parts.append(text_part.strip())
             return "\n".join(parts).strip()
 
         return ""
-
-    @staticmethod
-    def _get_optional_attr(obj: Any, key: str) -> Any:
-        if obj is None:
-            return None
-        if isinstance(obj, dict):
-            return obj.get(key)
-        return getattr(obj, key, None)
-
-    @staticmethod
-    def _as_int(value: Any) -> int | None:
-        if isinstance(value, int):
-            return value
-        return None

src/transcription/services/__init__.py

@@ -2,12 +2,19 @@
 
 from dataclasses import dataclass
 from dataclasses import field
+from typing import Self
 
+from sqlalchemy.ext.asyncio import async_sessionmaker
+from sqlmodel.ext.asyncio.session import AsyncSession
+
+from ..config import Settings
 from .documents import DocumentService
 from .jobs import JobService
-from .transcription import TranscriptionService
+from .people import PeopleService
+from .prompts import PromptStore
+from .sources import SourceService
 
-__all__ = ["DocumentService", "JobService", "ServiceBundle", "TranscriptionService"]
+__all__ = ["DocumentService", "JobService", "PeopleService", "PromptStore", "ServiceBundle", "SourceService"]
 
 
 @dataclass(frozen=True, slots=True)
@@ -15,5 +22,27 @@ class ServiceBundle:
     """Container for all service instances."""
 
     documents: DocumentService = field(default_factory=DocumentService)
+    sources: SourceService = field(default_factory=SourceService)
     jobs: JobService = field(default_factory=JobService)
-    transcriptions: TranscriptionService = field(default_factory=TranscriptionService)
+    people: PeopleService = field(default_factory=PeopleService)
+
+    @classmethod
+    def from_session_factory(
+        cls,
+        session_factory: async_sessionmaker[AsyncSession] | None = None,
+        *,
+        settings: Settings | None = None,
+    ) -> Self:
+        """Build a bundle whose services all share one session factory and settings."""
+        if session_factory is None:
+            return cls()
+        return cls(
+            documents=DocumentService(session_factory=session_factory, settings=settings),
+            sources=SourceService(session_factory=session_factory, settings=settings),
+            jobs=JobService(session_factory=session_factory, settings=settings),
+            people=PeopleService(session_factory=session_factory, settings=settings),
+        )
+
+    async def aclose(self) -> None:
+        """Release provider resources held by the bundle."""
+        await self.sources.aclose()

src/transcription/services/base.py

@@ -1,14 +1,17 @@
-import asyncio
 from abc import ABC
 from collections.abc import Sequence
 from contextlib import asynccontextmanager
+from typing import Any
 
 from sqlalchemy.ext.asyncio import async_sessionmaker
 from sqlmodel.ext.asyncio.session import AsyncSession
 
 from ..config import Settings
 from ..config import get_settings
-from ..db.runtime import get_session_factory
+from ..db.session import resolve_session_factory
+from ..db.session import session_scope
+from ..errors import AppError
+from ..errors import ErrorCategory
 
 
 class ServiceBase(ABC):
@@ -16,27 +19,23 @@ class ServiceBase(ABC):
 
     settings: Settings
     session_factory: async_sessionmaker[AsyncSession]
-    queue: asyncio.Queue
 
     def __init__(
         self,
         session_factory: async_sessionmaker[AsyncSession] | None = None,
-        queue: asyncio.Queue | None = None,
+        settings: Settings | None = None,
     ):
-        self.settings = get_settings()
+        self.settings = settings or get_settings()
-        self.session_factory = session_factory or get_session_factory()
+        self.session_factory = session_factory or resolve_session_factory(settings=self.settings)
-        self.queue = queue or asyncio.Queue()
 
     @asynccontextmanager
     async def _session_scope(self, session: AsyncSession | None = None):
         """Provide a transactional scope around a series of operations."""
-        if session is not None:
+        async with session_scope(
-            # Reuse the provided session if one is passed in
+            session_factory=self.session_factory,
-            yield session
+            session=session,
-        else:
+        ) as active_session:
-            # Otherwise, create a new session for this scope
+            yield active_session
-            async with self.session_factory() as new_session:
-                yield new_session
 
     async def _finalize(
         self,
@@ -58,3 +57,28 @@ class ServiceBase(ABC):
 
         for obj in refresh:
             await session.refresh(obj)
+
+    async def _get_or_raise[ModelT](
+        self,
+        model: type[ModelT],
+        entity_id: object,
+        *,
+        session: AsyncSession,
+        error: type[AppError],
+        noun: str,
+        suggestion: str,
+        options: Sequence[Any] = (),
+    ) -> ModelT:
+        """Load an entity by primary key or raise a not-found service error.
+
+        ``noun`` and ``suggestion`` are supplied by the caller so each domain
+        keeps its own user-facing wording.
+        """
+        entity = await session.get(model, entity_id, options=list(options) or None)
+        if entity is None:
+            raise error(
+                f"{noun} with id {entity_id} not found",
+                category=ErrorCategory.NOT_FOUND,
+                suggestion=suggestion,
+            )
+        return entity

src/transcription/services/documents.py

@@ -1,18 +1,33 @@
 import logging
+import shutil
 from collections.abc import Sequence
 from dataclasses import dataclass
+from datetime import date
+from datetime import datetime
 from pathlib import Path
+from typing import Any
 from uuid import UUID
 
 from sqlalchemy.exc import IntegrityError
-from sqlalchemy.orm import selectinload
+from sqlalchemy.ext.asyncio import async_sessionmaker
+from sqlmodel import SQLModel
+from sqlmodel import col
 from sqlmodel import select
 from sqlmodel.ext.asyncio.session import AsyncSession
 
+from ..config import Settings
+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 DocumentType
+from ..db.registries import AUTHOR_ROLE_SEMANTIC_KEY
 from ..errors import AppError
 from ..errors import ErrorCategory
-from ..models import Document
 from .base import ServiceBase
+from .registry import RegistryService
+from .source_media import lookup_source_mime_type
+from .source_media import supported_source_formats
 
 logger = logging.getLogger(__name__)
 
@@ -25,27 +40,122 @@ class MissingSourceError(DocumentError):
     """Raised when a document has no associated sources."""
 
 
-class UploadError(DocumentError):
-    """Raised when uploaded content cannot be persisted safely."""
-
-
 class DocumentAlreadyExistsError(DocumentError):
     """Raised when a document with the same name already exists in the database."""
 
 
-@dataclass(frozen=True)
+class DocumentDeleteBlockedError(DocumentError):
-class UploadJobResult:
+    """Raised when a document delete is blocked by dependent records."""
-    """Summary of created upload records."""
 
-    document_id: UUID
+
-    job_id: UUID
+class DocumentTypeError(DocumentError):
-    stored_path: Path
+    """Raised when Document Type maintenance fails."""
-    original_filename: str
+
+
+class DocumentTypeRegistry(RegistryService[DocumentType]):
+    """Document Type registry maintenance."""
+
+    model = DocumentType
+    error = DocumentTypeError
+    noun = "Document Type"
+    short_noun = "type"
+    referenced_retainer = "historical Documents"
+
+    def reference_model(self) -> type[SQLModel]:
+        return Document
+
+    def reference_id_column(self) -> Any:
+        return col(Document.id)
+
+    def reference_key_column(self) -> Any:
+        return col(Document.document_type_id)
+
+
+@dataclass(frozen=True, slots=True)
+class DocumentTypeSummary:
+    """Settings read model for a Document Type and its usage count."""
+
+    id: UUID
+    label: str
+    is_active: bool
+    is_built_in: bool
+    document_count: int
+
+
+@dataclass(frozen=True, slots=True)
+class DocumentPrintSource:
+    id: UUID
+    page_number: int
+    media_type: str
+    current_text: str | None
+
+
+@dataclass(frozen=True, slots=True)
+class DocumentPrintJob:
+    id: UUID
+    date_created: datetime
+    provider: str | None
+    model: str | None
+    prompt_name: str | None
+    retry_count: int
+    status: str
+
+
+@dataclass(frozen=True, slots=True)
+class DocumentPrintProjection:
+    id: UUID
+    title: str
+    document_type: str | None
+    authors: tuple[str, ...]
+    document_date: date | None
+    document_date_raw: str | None
+    location_created: str | None
+    archive_identifier: str | None
+    notes: str | None
+    sources: tuple[DocumentPrintSource, ...]
+    jobs: tuple[DocumentPrintJob, ...]
 
 
 class DocumentService(ServiceBase):
     """Thin service class for managing documents in the database."""
 
+    def __init__(
+        self,
+        session_factory: async_sessionmaker[AsyncSession] | None = None,
+        settings: Settings | None = None,
+    ) -> None:
+        super().__init__(session_factory, settings)
+        self._document_types = DocumentTypeRegistry(self.session_factory, self.settings)
+
+    async def _validate_document_type(self, *, session: AsyncSession, document: Document) -> None:
+        """Validate the UUID-backed Document Type reference."""
+        if document.document_type_id is None:
+            return
+        if await session.get(DocumentType, document.document_type_id) is None:
+            raise DocumentError(
+                f"Document type with id {document.document_type_id} not found",
+                category=ErrorCategory.VALIDATION,
+                suggestion="Select a valid document type and retry.",
+            )
+
+    async def _read_document(
+        self,
+        *,
+        session: AsyncSession,
+        document_id: UUID,
+        options: Sequence[Any] = (),
+        suggestion: str = "Verify the document id and retry.",
+    ) -> Document:
+        return await self._get_or_raise(
+            Document,
+            document_id,
+            session=session,
+            error=DocumentError,
+            noun="Document",
+            suggestion=suggestion,
+            options=options,
+        )
+
     #
     # CRUD Operations
     #
@@ -58,6 +168,7 @@ class DocumentService(ServiceBase):
     ) -> Document:
         """Create a new document in the database."""
         async with self._session_scope(session) as _session:
+            await self._validate_document_type(session=_session, document=document)
             _session.add(document)
             try:
                 await self._finalize(session=_session, caller_session=session, refresh=(document,))
@@ -75,21 +186,16 @@ class DocumentService(ServiceBase):
         The selectinload option is used to eagerly load related jobs and sources.
         """
         async with self._session_scope(session) as _session:
-            document = await _session.get(
+            document = await self._read_document(
-                Document,
+                session=_session,
-                document_id,
+                document_id=document_id,
                 options=(
-                    selectinload(Document.jobs),  # pyright: ignore[reportArgumentType]
+                    selectinload(Document.jobs),
-                    selectinload(Document.sources),  # pyright: ignore[reportArgumentType]
+                    selectinload(Document.sources),
                 ),
-            )
-        if document is None:
-            raise DocumentError(
-                f"Document with id {document_id} not found",
-                category=ErrorCategory.NOT_FOUND,
                 suggestion="Re-upload the source document and retry.",
             )
-        elif not document.sources:
+        if not document.sources:
             raise MissingSourceError(
                 f"Document with id {document_id} has no associated source records",
                 category=ErrorCategory.NOT_FOUND,
@@ -100,16 +206,59 @@ class DocumentService(ServiceBase):
     async def update_document(self, document: Document, *, session: AsyncSession | None = None) -> Document:
         """Update an existing document in the database."""
         async with self._session_scope(session) as _session:
+            await self._validate_document_type(session=_session, document=document)
             merged = await _session.merge(document)
             await self._finalize(session=_session, caller_session=session, refresh=(merged,))
             return merged
 
     async def delete_document(self, document: Document, *, session: AsyncSession | None = None) -> None:
         """Delete a document from the database."""
+        document_id = document.id
         async with self._session_scope(session) as _session:
-            await _session.delete(document)
+            existing = await self._read_document(
+                session=_session,
+                document_id=document.id,
+                options=(
+                    selectinload(Document.jobs),
+                    selectinload(Document.sources),
+                    selectinload(Document.document_people),
+                ),
+            )
+
+            has_jobs = bool(existing.jobs)
+            has_sources = bool(existing.sources)
+            if has_jobs or has_sources:
+                blocked_by: list[str] = []
+                if has_sources:
+                    blocked_by.append("Sources")
+                if has_jobs:
+                    blocked_by.append("Jobs")
+                raise DocumentDeleteBlockedError(
+                    f"Document delete blocked by related records: {', '.join(blocked_by)}",
+                    category=ErrorCategory.VALIDATION,
+                    suggestion="Remove related Sources and Jobs first, then retry deletion.",
+                )
+
+            for link in list(existing.document_people):
+                await _session.delete(link)
+
+            await _session.delete(existing)
             await self._finalize(session=_session, caller_session=session)
 
+        self._delete_document_storage_folder(document_id=document_id)
+
+    def _delete_document_storage_folder(self, *, document_id: UUID) -> None:
+        """Best-effort cleanup for document-scoped source storage."""
+        document_dir = self.settings.upload_dir / "documents" / str(document_id)
+        if not document_dir.exists():
+            return
+
+        try:
+            shutil.rmtree(document_dir)
+            logger.info("Deleted document storage folder: %s", document_dir)
+        except OSError:
+            logger.warning("Failed to delete document storage folder: %s", document_dir)
+
     # Query Operations
 
     async def query_documents(
@@ -124,7 +273,201 @@ class DocumentService(ServiceBase):
             return result.all()
 
     async def list_documents(self, *, session: AsyncSession | None = None) -> Sequence[Document]:
-        """List all documents in the database."""
+        """List documents with relations needed by the archival table."""
         async with self._session_scope(session) as _session:
-            result = await _session.exec(select(Document))
+            query = select(Document).options(
+                selectinload(Document.document_people).selectinload(orm_attribute(DocumentPerson.person)),
+                selectinload(Document.document_people).selectinload(orm_attribute(DocumentPerson.role_ref)),
+                selectinload(Document.document_type_ref),
+            )
+            result = await _session.exec(query)
             return result.all()
+
+    async def read_document_detail(self, document_id: UUID, *, session: AsyncSession | None = None) -> Document:
+        """Read a document with eagerly loaded relations for UI detail rendering."""
+        async with self._session_scope(session) as _session:
+            query = (
+                select(Document)
+                .options(
+                    selectinload(Document.jobs),
+                    selectinload(Document.sources),
+                    selectinload(Document.document_people).selectinload(orm_attribute(DocumentPerson.person)),
+                    selectinload(Document.document_people).selectinload(orm_attribute(DocumentPerson.role_ref)),
+                    selectinload(Document.document_type_ref),
+                )
+                .where(Document.id == document_id)
+                .execution_options(populate_existing=True)
+            )
+            document = (await _session.exec(query)).first()
+        if document is None:
+            raise DocumentError(
+                f"Document with id {document_id} not found",
+                category=ErrorCategory.NOT_FOUND,
+                suggestion="Verify the document id and retry.",
+            )
+        return document
+
+    async def read_document_print_projection(
+        self,
+        document_id: UUID,
+        *,
+        session: AsyncSession | None = None,
+    ) -> DocumentPrintProjection:
+        """Build the safe, deterministic read model used by print previews."""
+        document = await self.read_document_detail(document_id, session=session)
+        authors = sorted(
+            (
+                link.person.full_name
+                for link in document.document_people
+                if link.person is not None
+                and link.role_ref is not None
+                and link.role_ref.semantic_key == AUTHOR_ROLE_SEMANTIC_KEY
+            ),
+            key=str.casefold,
+        )
+        sources = tuple(
+            DocumentPrintSource(
+                id=source.id,
+                page_number=source.page_number,
+                media_type=_print_media_type(source.filename),
+                current_text=_current_print_text(source.revised_text, source.raw_transcription),
+            )
+            for source in sorted(document.sources, key=lambda item: (item.page_number, item.id))
+        )
+        jobs = tuple(
+            DocumentPrintJob(
+                id=job.id,
+                date_created=job.date_created,
+                provider=job.provider,
+                model=job.model,
+                prompt_name=job.prompt_name,
+                retry_count=job.retry_count,
+                status=getattr(job.status, "value", str(job.status)),
+            )
+            for job in sorted(document.jobs, key=lambda item: (item.date_created, item.id))
+        )
+        return DocumentPrintProjection(
+            id=document.id,
+            title=document.name,
+            document_type=document.document_type_ref.label if document.document_type_ref is not None else None,
+            authors=tuple(authors),
+            document_date=document.document_date,
+            document_date_raw=document.document_date_raw,
+            location_created=document.location_created,
+            archive_identifier=document.archive_identifier,
+            notes=document.notes,
+            sources=sources,
+            jobs=jobs,
+        )
+
+    async def list_document_types(
+        self,
+        *,
+        active_only: bool = True,
+        session: AsyncSession | None = None,
+    ) -> Sequence[DocumentType]:
+        """List configured document types."""
+        return await self._document_types.list_entries(active_only=active_only, session=session)
+
+    async def list_document_type_summaries(
+        self,
+        *,
+        session: AsyncSession | None = None,
+    ) -> Sequence[DocumentTypeSummary]:
+        """List Document Types alphabetically with current usage counts."""
+        rows = await self._document_types.list_entries_with_counts(session=session)
+        return [
+            DocumentTypeSummary(
+                id=document_type.id,
+                label=document_type.label,
+                is_active=document_type.is_active,
+                is_built_in=document_type.semantic_key is not None,
+                document_count=document_count,
+            )
+            for document_type, document_count in rows
+        ]
+
+    async def create_document_type(
+        self,
+        *,
+        label: str,
+        is_active: bool = True,
+        session: AsyncSession | None = None,
+    ) -> DocumentType:
+        """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 read_document_type(
+        self,
+        document_type_id: UUID,
+        *,
+        session: AsyncSession | None = None,
+    ) -> DocumentType:
+        """Read a Document Type by id."""
+        return await self._document_types.read_entry(document_type_id, session=session)
+
+    async def update_document_type(
+        self,
+        document_type_id: UUID,
+        *,
+        label: str,
+        is_active: bool,
+        session: AsyncSession | None = None,
+    ) -> DocumentType:
+        """Update a Document Type label and active state."""
+        return await self._document_types.update_entry(
+            document_type_id,
+            label=label,
+            is_active=is_active,
+            session=session,
+        )
+
+    async def delete_document_type(
+        self,
+        document_type_id: UUID,
+        *,
+        session: AsyncSession | None = None,
+    ) -> None:
+        """Delete an unreferenced Document Type without cascade behavior."""
+        await self._document_types.delete_entry(document_type_id, session=session)
+
+    async def is_document_type_referenced(
+        self,
+        document_type_id: UUID,
+        *,
+        session: AsyncSession | None = None,
+    ) -> bool:
+        """Return whether a Document references a Document Type."""
+        return await self._document_types.is_referenced(document_type_id, session=session)
+
+    async def set_document_type(
+        self,
+        *,
+        document_id: UUID,
+        document_type_id: UUID,
+        session: AsyncSession | None = None,
+    ) -> Document:
+        """Set a Document Type by UUID."""
+        async with self._session_scope(session) as _session:
+            document = await self._read_document(session=_session, document_id=document_id)
+            document.document_type_id = document_type_id
+            await self._validate_document_type(session=_session, document=document)
+            await self._finalize(session=_session, caller_session=session, refresh=(document,))
+            return document
+
+
+def _print_media_type(filename: str) -> str:
+    """Resolve a stored Source filename to its MIME type for print rendering."""
+    mime_type = lookup_source_mime_type(filename)
+    if mime_type is None:
+        raise DocumentError(
+            f"Unsupported Source format: {Path(filename).suffix.lower() or '<none>'}",
+            category=ErrorCategory.USER_INPUT,
+            suggestion=f"Use one of the supported Source formats: {supported_source_formats()}.",
+        )
+    return mime_type
+
+
+def _current_print_text(revised_text: str | None, raw_transcription: str | None) -> str | None:
+    selected = revised_text if revised_text is not None else raw_transcription
+    return selected if selected is not None and selected.strip() else None

src/transcription/services/jobs.py

@@ -1,17 +1,44 @@
+import logging
 from collections.abc import Sequence
 from datetime import UTC
 from datetime import datetime
 from uuid import UUID
 
-from sqlalchemy.orm import selectinload
+from sqlalchemy import func
+from sqlmodel import col
 from sqlmodel import select
 from sqlmodel.ext.asyncio.session import AsyncSession
 
-from ..models import Job
+from ..db.loading import orm_attribute
-from ..models import JobStatus
+from ..db.loading import selectinload
-from ..models import Source
+from ..db.models import ExecutionAttempt
+from ..db.models import Job
+from ..db.models import JobSource
+from ..db.models import JobSourceStatus
+from ..db.models import JobStatus
+from ..db.models import Source
+from ..errors import AppError
+from ..errors import ErrorCategory
 from .base import ServiceBase
 
+logger = logging.getLogger(__name__)
+
+
+class JobDeleteBlockedError(AppError):
+    """Raised when a job delete operation is blocked by lifecycle policy."""
+
+
+class JobCancelBlockedError(AppError):
+    """Raised when a job cancel operation is blocked by lifecycle policy."""
+
+
+class JobResubmitBlockedError(AppError):
+    """Raised when a job resubmit operation is blocked by lifecycle policy."""
+
+
+class JobNotFoundError(AppError):
+    """Raised when a requested Job does not exist."""
+
 
 class JobService(ServiceBase):
     """Thin service class for managing jobs in the database."""
@@ -37,15 +64,15 @@ class JobService(ServiceBase):
             query = (
                 select(Job)
                 .options(
-                    selectinload(Job.document),  # pyright: ignore[reportArgumentType]
+                    selectinload(Job.document),
-                    selectinload(Job.sources).selectinload(Source.revision),  # pyright: ignore[reportArgumentType]
+                    selectinload(Job.job_sources).selectinload(orm_attribute(JobSource.source)),
                 )
                 .where(Job.id == job_id)
                 .execution_options(populate_existing=True)
             )
             job = (await _session.exec(query)).first()
         if job is None:
-            raise ValueError(f"Job with id {job_id} not found")
+            raise self._not_found(job_id)
         return job
 
     async def update_job(self, job: Job, session: AsyncSession | None = None) -> Job:
@@ -73,28 +100,28 @@ class JobService(ServiceBase):
         """Query jobs from the database based on provided filters."""
         async with self._session_scope(session) as _session:
             query = select(Job).options(
-                selectinload(Job.document),  # pyright: ignore[reportArgumentType]
+                selectinload(Job.document),
-                selectinload(Job.sources),  # pyright: ignore[reportArgumentType]
+                selectinload(Job.job_sources).selectinload(orm_attribute(JobSource.source)),
             )
             if status is not None:
                 query = query.where(Job.status == status)
             if filename is not None:
-                query = query.where(Job.sources.any(Source.filename == filename))
+                query = query.where(
+                    col(Job.job_sources).any(col(JobSource.source).has(col(Source.filename) == filename))
+                )
             result = await _session.exec(query)
             return result.all()
 
     async def list_jobs(
         self,
         *,
-        load_docs: bool = False,
         session: AsyncSession | None = None,
     ) -> Sequence[Job]:
         """List all jobs in the database with eagerly loaded documents."""
-        _ = load_docs
         async with self._session_scope(session) as _session:
             query = select(Job).options(
-                selectinload(Job.document),  # pyright: ignore[reportArgumentType]
+                selectinload(Job.document),
-                selectinload(Job.sources),  # pyright: ignore[reportArgumentType]
+                selectinload(Job.job_sources).selectinload(orm_attribute(JobSource.source)),
             )
             result = await _session.exec(query)
             return result.all()
@@ -126,37 +153,52 @@ class JobService(ServiceBase):
         async with self._session_scope(session) as _session:
             query = (
                 select(Job)
-                .options(selectinload(Job.document))  # pyright: ignore[reportArgumentType]
+                .options(
+                    selectinload(Job.document),
+                    selectinload(Job.job_sources).selectinload(orm_attribute(JobSource.source)),
+                )
                 .where(Job.id == job_id)
                 .execution_options(populate_existing=True)
             )
             job = (await _session.exec(query)).first()
             if job is None:
-                raise ValueError(f"Job with id {job_id} not found")
+                raise self._not_found(job_id)
             job.status = status
             if retry_count_increment:
                 job.retry_count += retry_count_increment
-            job.date_updated = datetime.now(UTC)
             await self._finalize(session=_session, caller_session=session, refresh=(job,))
             return job
 
-    async def read_next_queued_job(
+    async def claim_next_queued_job(
         self,
         *,
         session: AsyncSession | None = None,
     ) -> Job | None:
-        """Read the next queued job ordered by creation time."""
+        """Atomically claim the oldest queued job by transitioning it to PROCESSING.
+
+        The selection is deliberately unadorned: no eager loads are applied to the
+        hot poll, because callers re-read the claimed job with the relationships
+        they actually need. On PostgreSQL the row is locked with ``SKIP LOCKED`` so
+        concurrent workers never contend for the same job.
+        """
         async with self._session_scope(session) as _session:
             query = (
                 select(Job)
-                .options(
-                    selectinload(Job.document),  # pyright: ignore[reportArgumentType]
-                    selectinload(Job.sources).selectinload(Source.revision),  # pyright: ignore[reportArgumentType]
-                )
                 .where(Job.status == JobStatus.QUEUED)
-                .order_by(Job.date_created)  # pyright: ignore[reportArgumentType]
+                # Break ties by id so "next" is stable when two rows share close timestamps.
+                .order_by(col(Job.date_created), col(Job.id))
+                .limit(1)
             )
-            return (await _session.exec(query)).first()
+            if _session.get_bind().dialect.name == "postgresql":
+                query = query.with_for_update(skip_locked=True)
+
+            job = (await _session.exec(query)).first()
+            if job is None:
+                return None
+
+            job.status = JobStatus.PROCESSING
+            await self._finalize(session=_session, caller_session=session, refresh=(job,))
+            return job
 
     async def requeue_stale_processing_jobs(
         self,
@@ -170,11 +212,7 @@ class JobService(ServiceBase):
         ``stale_before`` are considered stale and re-queued.
         """
         async with self._session_scope(session) as _session:
-            query = (
+            query = select(Job).where(Job.status == JobStatus.PROCESSING).where(Job.date_updated < stale_before)
-                select(Job)
-                .where(Job.status == JobStatus.PROCESSING)
-                .where(Job.date_updated < stale_before)
-            )
             stale_jobs = (await _session.exec(query)).all()
             if not stale_jobs:
                 return 0
@@ -186,3 +224,173 @@ class JobService(ServiceBase):
 
             await self._finalize(session=_session, caller_session=session, refresh=stale_jobs)
             return len(stale_jobs)
+
+    async def delete_job_with_guardrails(self, *, job_id: UUID, session: AsyncSession | None = None) -> None:
+        """Delete a job with lifecycle guardrails and dependent cleanup policy.
+
+        Policy:
+        - Block when the job is actively processing.
+        - Otherwise remove related JobSource rows, then delete the job.
+        """
+        async with self._session_scope(session) as _session:
+            query = (
+                select(Job)
+                .options(selectinload(Job.job_sources))
+                .where(Job.id == job_id)
+                .execution_options(populate_existing=True)
+            )
+            job = (await _session.exec(query)).first()
+            if job is None:
+                raise self._not_found(job_id)
+
+            if job.status == JobStatus.PROCESSING:
+                raise JobDeleteBlockedError(
+                    "Job delete blocked while status is processing",
+                    category=ErrorCategory.VALIDATION,
+                    suggestion="Wait for processing to complete, or move the job out of processing before deleting.",
+                )
+            attempt_count = (
+                await _session.exec(
+                    select(func.count())
+                    .select_from(ExecutionAttempt)
+                    .where(ExecutionAttempt.job_id == job_id)
+                )
+            ).one()
+            if attempt_count:
+                raise JobDeleteBlockedError(
+                    "Job delete blocked because immutable execution evidence exists",
+                    category=ErrorCategory.CONFLICT,
+                    suggestion=(
+                        "Retain the Job as processing history. Evidence deletion requires "
+                        "an explicit retention workflow."
+                    ),
+                )
+
+            for job_source in list(job.job_sources):
+                await _session.delete(job_source)
+
+            await _session.delete(job)
+            await self._finalize(session=_session, caller_session=session)
+
+    async def delete_job_and_evidence(self, *, job_id: UUID) -> None:
+        """Explicitly delete a terminal job and all evidence owned by its attempts."""
+        async with self._session_scope() as session:
+            job = (
+                await session.exec(
+                    select(Job)
+                    .options(selectinload(Job.job_sources))
+                    .where(Job.id == job_id)
+                    .execution_options(populate_existing=True)
+                )
+            ).first()
+            if job is None:
+                raise self._not_found(job_id)
+            if job.status == JobStatus.PROCESSING:
+                raise JobDeleteBlockedError(
+                    "Job delete blocked while status is processing",
+                    category=ErrorCategory.VALIDATION,
+                    suggestion="Wait for processing to complete, or cancel it before deleting evidence.",
+                )
+
+            attempts = list(
+                (
+                    await session.exec(
+                        select(ExecutionAttempt).where(ExecutionAttempt.job_id == job_id)
+                    )
+                ).all()
+            )
+            for attempt in attempts:
+                await session.delete(attempt)
+            await session.flush()
+
+            for job_source in list(job.job_sources):
+                await session.delete(job_source)
+            await session.flush()
+            await session.delete(job)
+            await self._finalize(session=session, caller_session=None)
+
+    async def cancel_job(self, *, job_id: UUID, session: AsyncSession | None = None) -> Job:
+        """Cancel a queued/processing job and stop remaining source work."""
+        async with self._session_scope(session) as _session:
+            query = (
+                select(Job)
+                .options(
+                    selectinload(Job.job_sources).selectinload(orm_attribute(JobSource.source)),
+                )
+                .where(Job.id == job_id)
+                .execution_options(populate_existing=True)
+            )
+            job = (await _session.exec(query)).first()
+            if job is None:
+                raise self._not_found(job_id)
+
+            if job.status in {JobStatus.TRANSCRIBED, JobStatus.COMPLETED}:
+                raise JobCancelBlockedError(
+                    "Job cancel is not allowed for transcribed/completed jobs",
+                    category=ErrorCategory.VALIDATION,
+                    suggestion="Use resubmit for reprocessing needs, or leave the terminal job unchanged.",
+                )
+
+            now = datetime.now(UTC)
+            job.status = JobStatus.FAILED
+            job.date_updated = now
+
+            for job_source in job.job_sources:
+                if job_source.status == JobSourceStatus.TRANSCRIBED:
+                    continue
+                job_source.status = JobSourceStatus.CANCELLED
+
+            await self._finalize(session=_session, caller_session=session, refresh=(job,))
+            return job
+
+    async def resubmit_failed_sources(self, *, job_id: UUID, session: AsyncSession | None = None) -> int:
+        """Reset failed source executions and queue the job for reprocessing."""
+        async with self._session_scope(session) as _session:
+            query = (
+                select(Job)
+                .options(
+                    selectinload(Job.job_sources).selectinload(orm_attribute(JobSource.source)),
+                )
+                .where(Job.id == job_id)
+                .execution_options(populate_existing=True)
+            )
+            job = (await _session.exec(query)).first()
+            if job is None:
+                raise self._not_found(job_id)
+
+            if job.status == JobStatus.PROCESSING:
+                raise JobResubmitBlockedError(
+                    "Job resubmit is blocked while processing is active",
+                    category=ErrorCategory.VALIDATION,
+                    suggestion="Cancel processing first, then resubmit remaining sources.",
+                )
+
+            # Cancelled pages are re-attemptable: before V4.7 cancel wrote FAILED,
+            # so resubmit already reset them. Excluding CANCELLED here would make
+            # cancelled work permanently unrecoverable.
+            resubmittable = {JobSourceStatus.FAILED, JobSourceStatus.CANCELLED}
+            candidates = [job_source for job_source in job.job_sources if job_source.status in resubmittable]
+            if not candidates:
+                raise JobResubmitBlockedError(
+                    "Job has no failed or cancelled sources to resubmit",
+                    category=ErrorCategory.VALIDATION,
+                    suggestion="Only failed or cancelled sources can be resubmitted.",
+                )
+
+            now = datetime.now(UTC)
+            for job_source in candidates:
+                job_source.status = JobSourceStatus.PENDING
+
+            job.status = JobStatus.QUEUED
+            job.date_updated = now
+
+            await self._finalize(session=_session, caller_session=session, refresh=(job,))
+            return len(candidates)
+
+    @staticmethod
+    def _not_found(job_id: UUID) -> JobNotFoundError:
+        return JobNotFoundError(
+            f"Job with id {job_id} not found",
+            category=ErrorCategory.NOT_FOUND,
+            suggestion="Verify the Job id and retry.",
+        )

src/transcription/services/media_storage.py

@@ -0,0 +1,57 @@
+"""Single implementation for persisting uploaded media bytes to disk.
+
+Source pages, Person portraits, and homepage images all follow the same
+sequence: resolve a target directory, create it, write the bytes, and translate
+an ``OSError`` into a domain error. The write itself runs on a worker thread so
+it never blocks the event loop.
+"""
+
+from __future__ import annotations
+
+import asyncio
+import logging
+from pathlib import Path
+from uuid import uuid4
+
+from ..errors import AppError
+from ..errors import ErrorCategory
+
+logger = logging.getLogger(__name__)
+
+
+def build_stored_filename(*, filename: str, filename_stem: str | None = None) -> str:
+    """Return a safe stored filename preserving the submitted extension."""
+    safe_name = Path(filename).name
+    suffix = Path(safe_name).suffix.lower()
+    stem = filename_stem or str(uuid4())
+    return f"{stem}{suffix}"
+
+
+async def write_media_bytes(
+    *,
+    target_dir: Path,
+    stored_name: str,
+    file_bytes: bytes,
+    error: type[AppError],
+    failure_message: str,
+    failure_suggestion: str,
+    log_label: str,
+) -> Path:
+    """Create ``target_dir`` and write ``file_bytes`` into it off the event loop."""
+    stored_path = target_dir / stored_name
+    try:
+        await asyncio.to_thread(_write, stored_path, file_bytes)
+    except OSError as exc:
+        raise error(
+            failure_message,
+            category=ErrorCategory.INFRA_PERSISTENT,
+            suggestion=failure_suggestion,
+        ) from exc
+
+    logger.info("Stored %s: %s", log_label, stored_path)
+    return stored_path
+
+
+def _write(stored_path: Path, file_bytes: bytes) -> None:
+    stored_path.parent.mkdir(parents=True, exist_ok=True)
+    stored_path.write_bytes(file_bytes)

src/transcription/services/normalization.py

@@ -0,0 +1,117 @@
+"""Metadata-directed orientation normalization applied to image bytes at ingest.
+
+Uploaded pages are stored upright, so nothing downstream has to derive a
+rotated copy: every stored byte is already the byte the provider is sent.
+"""
+
+from __future__ import annotations
+
+import asyncio
+import io
+import logging
+from dataclasses import dataclass
+
+from PIL import Image
+from PIL import JpegImagePlugin
+from PIL import UnidentifiedImageError
+from PIL.TiffImagePlugin import TiffImageFile
+
+from transcription.errors import AppError
+from transcription.errors import ErrorCategory
+
+logger = logging.getLogger(__name__)
+
+ORIENTATION_TAG = 274
+
+NORMALIZED_MEDIA_TYPES = frozenset({"image/jpeg", "image/png", "image/tiff"})
+
+_TRANSPOSE_BY_ORIENTATION = {
+    3: (Image.Transpose.ROTATE_180, 180),
+    6: (Image.Transpose.ROTATE_270, 90),
+    8: (Image.Transpose.ROTATE_90, 270),
+}
+
+
+class OrientationNormalizationError(AppError):
+    """Raised when a supported raster image cannot be normalized safely."""
+
+
+@dataclass(frozen=True, slots=True)
+class OrientationNormalization:
+    """Upright image bytes and the rotation that produced them."""
+
+    content: bytes
+    original_orientation: int
+    applied_rotation_degrees: int
+
+
+def normalize_orientation(content: bytes, *, media_type: str) -> OrientationNormalization | None:
+    """Physically apply supported EXIF rotation, returning None for a safe no-op.
+
+    JPEG output reuses the source quantization tables and chroma subsampling
+    rather than re-quantizing at a fixed quality. Measured across the corpus
+    that is better on both axes at once - 51.5-55.0 dB PSNR against 50.0-53.5,
+    and slightly smaller output against 38% larger - and it imposes no
+    constraint on image dimensions.
+
+    Blocking. Async callers must use :func:`normalize_orientation_async`.
+    """
+    if media_type not in NORMALIZED_MEDIA_TYPES:
+        return None
+    try:
+        image_file = Image.open(io.BytesIO(content))
+    except (OSError, ValueError, UnidentifiedImageError):
+        # Undecodable content is not this function's business to reject. Ingest
+        # accepted such bytes before orientation moved here, and decision A
+        # forbids V4.7 changing what an upload does.
+        logger.info("Skipped orientation normalization for undecodable content (%s)", media_type)
+        return None
+    try:
+        with image_file as image:
+            orientation = int(image.getexif().get(ORIENTATION_TAG, 1))
+            transformation = _TRANSPOSE_BY_ORIENTATION.get(orientation)
+            if transformation is None:
+                return None
+
+            transpose, rotation = transformation
+            # Pillow applies TIFF orientation while decoding; copying freezes those upright pixels.
+            normalized = image.copy() if isinstance(image, TiffImageFile) else image.transpose(transpose)
+            output = io.BytesIO()
+            exif = normalized.getexif()
+            if ORIENTATION_TAG in exif:
+                del exif[ORIENTATION_TAG]
+            save_kwargs: dict[str, object] = {"format": image.format}
+            if image.format in {"JPEG", "PNG"}:
+                save_kwargs["exif"] = exif.tobytes()
+            if isinstance(image, JpegImagePlugin.JpegImageFile):
+                # Reusing the source quantization tables and subsampling preserves fidelity
+                # at a smaller size than any re-encode quality setting.
+                save_kwargs.update(
+                    {
+                        "qtables": image.quantization,
+                        "subsampling": JpegImagePlugin.get_sampling(image),
+                        "optimize": True,
+                    }
+                )
+            normalized.save(output, **save_kwargs)
+    except (OSError, ValueError, UnidentifiedImageError) as exc:
+        raise OrientationNormalizationError(
+            "Source image orientation could not be normalized",
+            category=ErrorCategory.VALIDATION,
+            suggestion="Verify that the uploaded Source is a valid supported raster image.",
+        ) from exc
+
+    return OrientationNormalization(
+        content=output.getvalue(),
+        original_orientation=orientation,
+        applied_rotation_degrees=rotation,
+    )
+
+
+async def normalize_orientation_async(content: bytes, *, media_type: str) -> OrientationNormalization | None:
+    """Run :func:`normalize_orientation` off the event loop.
+
+    Pillow decode, transpose, and re-encode are CPU-bound and scale with page
+    size, so they must not run on the request or worker event loop ([MED-01]).
+    """
+    return await asyncio.to_thread(normalize_orientation, content, media_type=media_type)

src/transcription/services/people.py

@@ -0,0 +1,554 @@
+"""People, relationship role, and document-person link services."""
+
+from __future__ import annotations
+
+import logging
+import re
+from collections.abc import Sequence
+from dataclasses import dataclass
+from pathlib import Path
+from typing import Any
+from uuid import UUID
+
+from sqlalchemy.exc import IntegrityError
+from sqlalchemy.ext.asyncio import async_sessionmaker
+from sqlmodel import SQLModel
+from sqlmodel import col
+from sqlmodel import select
+from sqlmodel.ext.asyncio.session import AsyncSession
+
+from ..config import Settings
+from ..config import get_settings
+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 Person
+from ..db.models import PersonRole
+from ..errors import AppError
+from ..errors import ErrorCategory
+from .base import ServiceBase
+from .media_storage import build_stored_filename
+from .media_storage import write_media_bytes
+from .registry import RegistryService
+
+logger = logging.getLogger(__name__)
+
+PORTRAIT_EXTENSIONS = frozenset({".jpg", ".jpeg", ".png", ".gif", ".webp", ".bmp", ".tif", ".tiff"})
+FAMILY_SEARCH_ID_PATTERN = re.compile(r"^[A-Z0-9]{4}-[A-Z0-9]{3}$")
+
+
+class PeopleError(AppError):
+    """Raised when a Person or document-person relationship operation fails."""
+
+
+class PersonMediaError(PeopleError):
+    """Raised when Person portrait media cannot be validated or persisted."""
+
+
+class PersonRoleError(PeopleError):
+    """Raised when Person Role maintenance fails."""
+
+
+class PersonRoleRegistry(RegistryService[PersonRole]):
+    """Person Role registry maintenance."""
+
+    model = PersonRole
+    error = PersonRoleError
+    noun = "Person Role"
+    short_noun = "role"
+    referenced_retainer = "historical relationships"
+
+    def reference_model(self) -> type[SQLModel]:
+        return DocumentPerson
+
+    def reference_id_column(self) -> Any:
+        return col(DocumentPerson.id)
+
+    def reference_key_column(self) -> Any:
+        return col(DocumentPerson.role_id)
+
+
+def normalize_family_search_id(value: str | None) -> str | None:
+    """Normalize and validate a FamilySearch tree person identifier."""
+    normalized = (value or "").strip().upper()
+    if not normalized:
+        return None
+    if not FAMILY_SEARCH_ID_PATTERN.fullmatch(normalized):
+        raise PeopleError(
+            "FamilySearch ID must use the format XXXX-XXX",
+            category=ErrorCategory.VALIDATION,
+            suggestion="Enter the seven-character FamilySearch person ID, including its hyphen.",
+        )
+    return normalized
+
+
+@dataclass(frozen=True, slots=True)
+class PersonRoleSummary:
+    """Settings read model for a Person Role and its usage count."""
+
+    id: UUID
+    label: str
+    is_active: bool
+    is_built_in: bool
+    link_count: int
+
+
+@dataclass(frozen=True, slots=True)
+class DocumentPersonInput:
+    """Complete desired relationship for one Person on a Document."""
+
+    person_id: UUID
+    role_id: UUID
+
+
+class PeopleService(ServiceBase):
+    """Manage People, relationship roles, and document-person links."""
+
+    def __init__(
+        self,
+        session_factory: async_sessionmaker[AsyncSession] | None = None,
+        settings: Settings | None = None,
+    ) -> None:
+        super().__init__(session_factory, settings)
+        self._person_roles = PersonRoleRegistry(self.session_factory, self.settings)
+
+    async def create_person(self, person: Person, *, session: AsyncSession | None = None) -> Person:
+        async with self._session_scope(session) as _session:
+            person.family_search_id = normalize_family_search_id(person.family_search_id)
+            _session.add(person)
+            try:
+                await self._finalize(session=_session, caller_session=session, refresh=(person,))
+            except IntegrityError as exc:
+                raise self._family_search_conflict(person.family_search_id) from exc
+            return person
+
+    async def read_person(self, person_id: UUID, *, session: AsyncSession | None = None) -> Person:
+        async with self._session_scope(session) as _session:
+            person = await _session.get(Person, person_id)
+        if person is None:
+            raise self._not_found(f"Person with id {person_id} not found")
+        return person
+
+    async def update_person(self, person: Person, *, session: AsyncSession | None = None) -> Person:
+        async with self._session_scope(session) as _session:
+            person.family_search_id = normalize_family_search_id(person.family_search_id)
+            merged = await _session.merge(person)
+            try:
+                await self._finalize(session=_session, caller_session=session, refresh=(merged,))
+            except IntegrityError as exc:
+                raise self._family_search_conflict(person.family_search_id) from exc
+            return merged
+
+    async def delete_person(self, person: Person, *, session: AsyncSession | None = None) -> None:
+        async with self._session_scope(session) as _session:
+            existing = await _session.get(
+                Person,
+                person.id,
+                options=(selectinload(Person.document_people),),
+            )
+            if existing is None:
+                raise self._not_found(f"Person with id {person.id} not found")
+            for link in list(existing.document_people):
+                await _session.delete(link)
+            await _session.delete(existing)
+            await self._finalize(session=_session, caller_session=session)
+
+    async def create_document_person(
+        self,
+        document_person: DocumentPerson,
+        *,
+        session: AsyncSession | None = None,
+    ) -> DocumentPerson:
+        async with self._session_scope(session) as _session:
+            await self._validate_role(session=_session, role_id=document_person.role_id, require_active=True)
+            _session.add(document_person)
+            return await self._finalize_link(session=_session, caller_session=session, link=document_person)
+
+    async def read_document_person(
+        self,
+        document_person_id: UUID,
+        *,
+        session: AsyncSession | None = None,
+    ) -> DocumentPerson:
+        async with self._session_scope(session) as _session:
+            link = await _session.get(DocumentPerson, document_person_id)
+        if link is None:
+            raise self._not_found(f"DocumentPerson with id {document_person_id} not found")
+        return link
+
+    async def update_document_person(
+        self,
+        document_person: DocumentPerson,
+        *,
+        session: AsyncSession | None = None,
+    ) -> DocumentPerson:
+        async with self._session_scope(session) as _session:
+            existing = await _session.get(DocumentPerson, document_person.id)
+            if existing is None:
+                raise self._not_found(f"DocumentPerson with id {document_person.id} not found")
+            await self._validate_role(
+                session=_session,
+                role_id=document_person.role_id,
+                require_active=existing.role_id != document_person.role_id,
+            )
+            merged = await _session.merge(document_person)
+            return await self._finalize_link(session=_session, caller_session=session, link=merged)
+
+    async def delete_document_person(
+        self,
+        document_person: DocumentPerson,
+        *,
+        session: AsyncSession | None = None,
+    ) -> None:
+        async with self._session_scope(session) as _session:
+            await _session.delete(document_person)
+            await self._finalize(session=_session, caller_session=session)
+
+    async def read_person_detail(self, person_id: UUID, *, session: AsyncSession | None = None) -> Person:
+        async with self._session_scope(session) as _session:
+            query = (
+                select(Person)
+                .options(
+                    selectinload(Person.document_people).selectinload(orm_attribute(DocumentPerson.document)),
+                    selectinload(Person.document_people).selectinload(orm_attribute(DocumentPerson.role_ref)),
+                )
+                .where(Person.id == person_id)
+                .execution_options(populate_existing=True)
+            )
+            person = (await _session.exec(query)).first()
+        if person is None:
+            raise self._not_found(f"Person with id {person_id} not found")
+        return person
+
+    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()
+
+    async def list_person_roles(
+        self,
+        *,
+        active_only: bool = True,
+        session: AsyncSession | None = None,
+    ) -> Sequence[PersonRole]:
+        return await self._person_roles.list_entries(active_only=active_only, session=session)
+
+    async def list_person_role_summaries(
+        self,
+        *,
+        session: AsyncSession | None = None,
+    ) -> Sequence[PersonRoleSummary]:
+        """List Person Roles alphabetically with current link counts."""
+        rows = await self._person_roles.list_entries_with_counts(session=session)
+        return [
+            PersonRoleSummary(
+                id=role.id,
+                label=role.label,
+                is_active=role.is_active,
+                is_built_in=role.semantic_key is not None,
+                link_count=link_count,
+            )
+            for role, link_count in rows
+        ]
+
+    async def create_person_role(
+        self,
+        *,
+        label: str,
+        is_active: bool = True,
+        session: AsyncSession | None = None,
+    ) -> PersonRole:
+        """Create a custom Person Role with a unique label."""
+        return await self._person_roles.create_entry(label=label, is_active=is_active, session=session)
+
+    async def read_person_role(
+        self,
+        person_role_id: UUID,
+        *,
+        session: AsyncSession | None = None,
+    ) -> PersonRole:
+        """Read a Person Role by id."""
+        return await self._person_roles.read_entry(person_role_id, session=session)
+
+    async def update_person_role(
+        self,
+        person_role_id: UUID,
+        *,
+        label: str,
+        is_active: bool,
+        session: AsyncSession | None = None,
+    ) -> PersonRole:
+        """Update mutable Person Role fields without changing semantic identity."""
+        return await self._person_roles.update_entry(
+            person_role_id,
+            label=label,
+            is_active=is_active,
+            session=session,
+        )
+
+    async def delete_person_role(
+        self,
+        person_role_id: UUID,
+        *,
+        session: AsyncSession | None = None,
+    ) -> None:
+        """Delete an unreferenced Person Role without cascade behavior."""
+        await self._person_roles.delete_entry(person_role_id, session=session)
+
+    async def is_person_role_referenced(
+        self,
+        person_role_id: UUID,
+        *,
+        session: AsyncSession | None = None,
+    ) -> bool:
+        """Return whether a document-person link references a Person Role."""
+        return await self._person_roles.is_referenced(person_role_id, session=session)
+
+    async def read_person_role_by_semantic_key(
+        self,
+        semantic_key: str,
+        *,
+        session: AsyncSession | None = None,
+    ) -> PersonRole:
+        """Resolve one application-defined built-in role."""
+        async with self._session_scope(session) as _session:
+            role = (await _session.exec(select(PersonRole).where(PersonRole.semantic_key == semantic_key))).first()
+        if role is None:
+            raise PersonRoleError(
+                f"Built-in Person Role {semantic_key!r} is unavailable",
+                category=ErrorCategory.NOT_FOUND,
+                suggestion="Recreate the built-in registry rows and retry.",
+            )
+        return role
+
+    async def list_document_people(
+        self,
+        *,
+        document_id: UUID | None = None,
+        person_id: UUID | None = None,
+        session: AsyncSession | None = None,
+    ) -> Sequence[DocumentPerson]:
+        async with self._session_scope(session) as _session:
+            query = select(DocumentPerson).options(
+                selectinload(DocumentPerson.document),
+                selectinload(DocumentPerson.person),
+                selectinload(DocumentPerson.role_ref),
+            )
+            if document_id is not None:
+                query = query.where(DocumentPerson.document_id == document_id)
+            if person_id is not None:
+                query = query.where(DocumentPerson.person_id == person_id)
+            return (await _session.exec(query)).all()
+
+    async def add_document_person_link(
+        self,
+        *,
+        document_id: UUID,
+        person_id: UUID,
+        role_id: UUID,
+        session: AsyncSession | None = None,
+    ) -> DocumentPerson:
+        async with self._session_scope(session) as _session:
+            await self._require_document(session=_session, document_id=document_id)
+            if await _session.get(Person, person_id) is None:
+                raise self._not_found(f"Person with id {person_id} not found")
+
+            await self._validate_role(session=_session, role_id=role_id, require_active=True)
+            link = DocumentPerson(document_id=document_id, person_id=person_id, role_id=role_id)
+            _session.add(link)
+            return await self._finalize_link(session=_session, caller_session=session, link=link)
+
+    async def set_document_person_role(
+        self,
+        *,
+        document_person_id: UUID,
+        role_id: UUID,
+        session: AsyncSession | None = None,
+    ) -> DocumentPerson:
+        async with self._session_scope(session) as _session:
+            link = await _session.get(DocumentPerson, document_person_id)
+            if link is None:
+                raise self._not_found(f"DocumentPerson with id {document_person_id} not found")
+            await self._validate_role(
+                session=_session,
+                role_id=role_id,
+                require_active=link.role_id != role_id,
+            )
+            link.role_id = role_id
+            return await self._finalize_link(session=_session, caller_session=session, link=link)
+
+    async def remove_document_person_link(
+        self,
+        *,
+        document_person_id: UUID,
+        session: AsyncSession | None = None,
+    ) -> None:
+        async with self._session_scope(session) as _session:
+            link = await _session.get(DocumentPerson, document_person_id)
+            if link is None:
+                raise self._not_found(f"DocumentPerson with id {document_person_id} not found")
+            await _session.delete(link)
+            await self._finalize(session=_session, caller_session=session)
+
+    async def sync_document_people(
+        self,
+        *,
+        document_id: UUID,
+        links: Sequence[DocumentPersonInput],
+        session: AsyncSession | None = None,
+    ) -> Sequence[DocumentPerson]:
+        """Synchronize one Document's complete Person link set."""
+        person_ids = [link.person_id for link in links]
+        if len(person_ids) != len(set(person_ids)):
+            raise PeopleError(
+                "A Person can be linked to a Document only once",
+                category=ErrorCategory.CONFLICT,
+                suggestion="Edit the existing Linked People row instead of adding another.",
+            )
+
+        async with self._session_scope(session) as _session:
+            await self._require_document(session=_session, document_id=document_id)
+            existing_links = (
+                await _session.exec(select(DocumentPerson).where(DocumentPerson.document_id == document_id))
+            ).all()
+            existing_by_person = {link.person_id: link for link in existing_links}
+            desired_by_person = {link.person_id: link for link in links}
+
+            roles: dict[UUID, PersonRole] = {}
+            for desired in links:
+                if await _session.get(Person, desired.person_id) is None:
+                    raise self._not_found(f"Person with id {desired.person_id} not found")
+                role = roles.get(desired.role_id)
+                if role is None:
+                    role = await self._validate_role(session=_session, role_id=desired.role_id)
+                    roles[desired.role_id] = role
+                current = existing_by_person.get(desired.person_id)
+                if (current is None or current.role_id != desired.role_id) and not role.is_active:
+                    raise PeopleError(
+                        f"Inactive Person Role {role.label!r} cannot be assigned",
+                        category=ErrorCategory.VALIDATION,
+                        suggestion="Select an active Person Role and retry.",
+                    )
+
+            for person_id, existing in existing_by_person.items():
+                if person_id not in desired_by_person:
+                    await _session.delete(existing)
+
+            synchronized: list[DocumentPerson] = []
+            for desired in links:
+                existing = existing_by_person.get(desired.person_id)
+                if existing is None:
+                    existing = DocumentPerson(
+                        document_id=document_id,
+                        person_id=desired.person_id,
+                        role_id=desired.role_id,
+                    )
+                    _session.add(existing)
+                elif existing.role_id != desired.role_id:
+                    existing.role_id = desired.role_id
+                synchronized.append(existing)
+
+            try:
+                await self._finalize(session=_session, caller_session=session, refresh=synchronized)
+            except IntegrityError as exc:
+                raise PeopleError(
+                    "A Person can be linked to a Document only once",
+                    category=ErrorCategory.CONFLICT,
+                    suggestion="Edit the existing Linked People row instead of adding another.",
+                ) from exc
+            return synchronized
+
+    async def _validate_role(
+        self,
+        *,
+        session: AsyncSession,
+        role_id: UUID,
+        require_active: bool = False,
+    ) -> PersonRole:
+        role = await session.get(PersonRole, role_id)
+        if role is None:
+            raise PeopleError(
+                f"Person role with id {role_id} not found",
+                category=ErrorCategory.VALIDATION,
+                suggestion="Select a valid relationship role and retry.",
+            )
+        if require_active and not role.is_active:
+            raise PeopleError(
+                f"Inactive Person Role {role.label!r} cannot be assigned",
+                category=ErrorCategory.VALIDATION,
+                suggestion="Select an active Person Role and retry.",
+            )
+        return role
+
+    async def _finalize_link(
+        self,
+        *,
+        session: AsyncSession,
+        caller_session: AsyncSession | None,
+        link: DocumentPerson,
+    ) -> DocumentPerson:
+        try:
+            await self._finalize(session=session, caller_session=caller_session, refresh=(link,))
+        except IntegrityError as exc:
+            raise PeopleError(
+                "This Person is already linked to the Document",
+                category=ErrorCategory.CONFLICT,
+                suggestion="Edit the existing relationship instead of adding another one.",
+            ) from exc
+        # Relationships load explicitly; the models declare lazy="raise".
+        await session.refresh(link, attribute_names=["document", "person", "role_ref"])
+        return link
+
+    async def _require_document(self, *, session: AsyncSession, document_id: UUID) -> None:
+        if await session.get(Document, document_id) is None:
+            raise self._not_found(f"Document with id {document_id} not found")
+
+    @staticmethod
+    def _family_search_conflict(family_search_id: str | None) -> PeopleError:
+        return PeopleError(
+            f"FamilySearch ID {family_search_id} is already assigned to another person",
+            category=ErrorCategory.CONFLICT,
+            suggestion="Open the existing person record or enter a different FamilySearch ID.",
+        )
+
+    @staticmethod
+    def _not_found(message: str) -> PeopleError:
+        return PeopleError(
+            message,
+            category=ErrorCategory.NOT_FOUND,
+            suggestion="Verify the requested Person or relationship id and retry.",
+        )
+
+
+async def store_person_portrait(
+    *,
+    person_id: UUID,
+    filename: str,
+    file_bytes: bytes,
+    settings: Settings | None = None,
+) -> Path:
+    """Persist Person portrait media under persons/<person_id>."""
+    if not file_bytes:
+        raise PersonMediaError(
+            "Person portrait content is empty",
+            category=ErrorCategory.VALIDATION,
+            suggestion="Select a non-empty portrait file and retry.",
+        )
+    suffix = Path(filename).suffix.lower()
+    if suffix not in PORTRAIT_EXTENSIONS:
+        raise PersonMediaError(
+            f"Unsupported portrait format: {suffix or '<none>'}",
+            category=ErrorCategory.USER_INPUT,
+            suggestion="Use JPG, JPEG, PNG, GIF, WEBP, BMP, or TIFF portrait media.",
+        )
+
+    runtime_settings = settings or get_settings()
+    return await write_media_bytes(
+        target_dir=runtime_settings.upload_dir / "persons" / str(person_id),
+        stored_name=build_stored_filename(filename=filename),
+        file_bytes=file_bytes,
+        error=PersonMediaError,
+        failure_message="Failed to persist Person portrait media",
+        failure_suggestion="Check media directory permissions and available disk space, then retry.",
+        log_label="Person portrait media",
+    )

src/transcription/services/prompts.py

@@ -0,0 +1,188 @@
+"""Constrained storage for mutable prompt Markdown artifacts."""
+
+from __future__ import annotations
+
+import os
+from dataclasses import dataclass
+from pathlib import Path
+from uuid import uuid4
+
+from ..config import Settings
+from ..config import get_settings
+from ..errors import AppError
+from ..errors import ErrorCategory
+
+PROMPT_EXTENSION = ".md"
+BACKUP_SUFFIX = ".bak"
+
+
+class PromptStoreError(AppError):
+    """Raised when prompt storage validation or persistence fails."""
+
+
+@dataclass(frozen=True, slots=True)
+class PromptSummary:
+    """Read model for one editable prompt artifact."""
+
+    name: str
+    is_default: bool
+    has_backup: bool
+
+
+class PromptStore:
+    """List, read, atomically update, and recover existing prompt files."""
+
+    def __init__(self, settings: Settings | None = None) -> None:
+        self.settings = settings or get_settings()
+
+    def list_prompts(self) -> tuple[PromptSummary, ...]:
+        """List editable direct-child Markdown prompts by filename."""
+        root = self._prompt_root()
+        try:
+            candidates = tuple(root.iterdir())
+        except OSError as exc:
+            raise self._filesystem_error("Prompt directory could not be read", exc) from exc
+
+        summaries: list[PromptSummary] = []
+        for candidate in candidates:
+            if candidate.suffix.lower() != PROMPT_EXTENSION or not candidate.is_file():
+                continue
+            resolved = candidate.resolve()
+            if resolved.parent != root:
+                continue
+            summaries.append(
+                PromptSummary(
+                    name=candidate.name,
+                    is_default=candidate.name == self.settings.default_prompt_name,
+                    has_backup=self._backup_path(candidate).is_file(),
+                )
+            )
+        return tuple(sorted(summaries, key=lambda item: item.name.casefold()))
+
+    def read_prompt(self, name: str) -> str:
+        """Read one existing UTF-8 prompt."""
+        path = self._resolve_existing_prompt(name)
+        return self._read_nonempty_text(path, description="Prompt")
+
+    def write_prompt(self, name: str, content: str) -> None:
+        """Atomically replace an existing prompt and retain one prior version."""
+        path = self._resolve_existing_prompt(name)
+        normalized_content = content.strip()
+        if not normalized_content:
+            raise PromptStoreError(
+                "Prompt content cannot be empty",
+                category=ErrorCategory.VALIDATION,
+                suggestion="Enter prompt text before saving.",
+            )
+        self._atomic_write(path=path, content=f"{normalized_content}\n", preserve_current=True)
+
+    def recover_prompt(self, name: str) -> None:
+        """Restore the sole previous-version backup as an explicit operation."""
+        path = self._resolve_existing_prompt(name)
+        backup_path = self._backup_path(path)
+        if not backup_path.is_file():
+            raise PromptStoreError(
+                f"No previous version is available for {path.name}",
+                category=ErrorCategory.NOT_FOUND,
+                suggestion="Save a prompt edit before attempting recovery.",
+            )
+        backup_content = self._read_nonempty_text(backup_path, description="Prompt backup")
+        self._atomic_write(path=path, content=backup_content, preserve_current=True)
+
+    def _prompt_root(self) -> Path:
+        try:
+            root = self.settings.prompt_dir.resolve()
+        except OSError as exc:
+            raise self._filesystem_error("Prompt directory could not be resolved", exc) from exc
+        if not root.is_dir():
+            raise PromptStoreError(
+                f"Prompt directory is unavailable: {root}",
+                category=ErrorCategory.INFRA_PERSISTENT,
+                suggestion="Restore the configured prompt directory and its permissions.",
+            )
+        return root
+
+    def _resolve_existing_prompt(self, name: str) -> Path:
+        normalized_name = name.strip()
+        if (
+            not normalized_name
+            or Path(normalized_name).name != normalized_name
+            or Path(normalized_name).suffix.lower() != PROMPT_EXTENSION
+        ):
+            raise PromptStoreError(
+                "Prompt name must be a direct-child Markdown filename",
+                category=ErrorCategory.VALIDATION,
+                suggestion="Select an existing .md prompt from Settings.",
+            )
+        root = self._prompt_root()
+        try:
+            path = (root / normalized_name).resolve()
+        except OSError as exc:
+            raise self._filesystem_error("Prompt path could not be resolved", exc) from exc
+        if path.parent != root:
+            raise PromptStoreError(
+                "Prompt path must remain inside the configured prompt directory",
+                category=ErrorCategory.VALIDATION,
+                suggestion="Select an existing prompt from Settings.",
+            )
+        if not path.is_file():
+            raise PromptStoreError(
+                f"Prompt file not found: {normalized_name}",
+                category=ErrorCategory.NOT_FOUND,
+                suggestion="Refresh Settings and select an existing prompt.",
+            )
+        return path
+
+    def _read_nonempty_text(self, path: Path, *, description: str) -> str:
+        try:
+            content = path.read_text(encoding="utf-8")
+        except UnicodeError as exc:
+            raise PromptStoreError(
+                f"{description} is not valid UTF-8: {path.name}",
+                category=ErrorCategory.VALIDATION,
+                suggestion="Restore a valid UTF-8 Markdown prompt.",
+            ) from exc
+        except OSError as exc:
+            raise self._filesystem_error(f"{description} could not be read", exc) from exc
+        if not content.strip():
+            raise PromptStoreError(
+                f"{description} is empty: {path.name}",
+                category=ErrorCategory.VALIDATION,
+                suggestion="Restore non-empty prompt content.",
+            )
+        return content
+
+    def _atomic_write(self, *, path: Path, content: str, preserve_current: bool) -> None:
+        temporary_path = path.with_name(f".{path.name}.{uuid4().hex}.tmp")
+        backup_path = self._backup_path(path)
+        backup_temporary_path = backup_path.with_name(f".{backup_path.name}.{uuid4().hex}.tmp")
+        try:
+            self._write_synced(temporary_path, content.encode("utf-8"))
+            if preserve_current:
+                self._write_synced(backup_temporary_path, path.read_bytes())
+                backup_temporary_path.replace(backup_path)
+            temporary_path.replace(path)
+        except (OSError, UnicodeError) as exc:
+            raise self._filesystem_error(f"Prompt {path.name} could not be saved", exc) from exc
+        finally:
+            temporary_path.unlink(missing_ok=True)
+            backup_temporary_path.unlink(missing_ok=True)
+
+    @staticmethod
+    def _write_synced(path: Path, content: bytes) -> None:
+        with path.open("wb") as stream:
+            stream.write(content)
+            stream.flush()
+            os.fsync(stream.fileno())
+
+    @staticmethod
+    def _backup_path(path: Path) -> Path:
+        return path.with_name(f"{path.name}{BACKUP_SUFFIX}")
+
+    @staticmethod
+    def _filesystem_error(message: str, exc: Exception) -> PromptStoreError:
+        return PromptStoreError(
+            f"{message}: {exc}",
+            category=ErrorCategory.INFRA_PERSISTENT,
+            suggestion="Check prompt directory permissions and available disk space, then retry.",
+        )