# UI Entity Traceability Matrix

Purpose: Map acceptance criteria to concrete implementation anchors and current delivery status.

Updated: 2026-08-02

Status legend:
- Implemented: behavior exists in current UI and service flow
- Partial: parts exist, but user-facing behavior or guardrails are incomplete
- Planned: documented intent with no dedicated UI implementation yet

## Document

| Criteria Group | Acceptance IDs | Status | Primary Implementation Anchors | Notes |
|---|---|---|---|---|
| Read detail and metadata | RD-1, RD-2, RD-7 | Implemented | src/transcription/ui/pages/documents_page.py; src/transcription/services/documents.py; tests/ui/test_documents_page.py | Dedicated Document detail route renders metadata, read-only system timestamps, and invalid/missing-id states. |
| Related sections and navigation | RD-3, RD-4, RD-5, RD-6 | Implemented | src/transcription/ui/pages/documents_page.py; src/transcription/services/documents.py; tests/ui/test_documents_page.py | Document detail now shows linked people plus document-scoped Sources and Jobs navigation for the current document. |
| Update entry, validation, and author linkage | UP-1, UP-2, UP-3, UP-4, UP-5, UP-6 | Implemented | src/transcription/ui/pages/documents_page.py; src/transcription/services/documents.py; tests/ui/test_documents_page.py; tests/services/test_document_service.py | Dedicated edit page includes required-field validation messaging, date parsing rules, and author relationship selection with save path routed back to document detail. |
| Delete controls and guardrails | DL-1, DL-2, DL-3, DL-4, DL-5 | Implemented | src/transcription/ui/pages/documents_page.py; src/transcription/services/documents.py; tests/ui/test_documents_page.py; tests/services/test_document_service.py | Dedicated delete page provides permanent-action confirmation, dependency-category blocking, and guarded backend delete behavior. |

## Person

| Criteria Group | Acceptance IDs | Status | Primary Implementation Anchors | Notes |
|---|---|---|---|---|
| Create flow and validation | CR-1, CR-2, CR-3, CR-4, CR-5 | Implemented | src/transcription/ui/pages/people_page.py; src/transcription/services/documents.py; tests/ui/test_people_page.py | Dedicated Person create page with required full_name validation, optional field handling, and success routing to detail. |
| Read detail and linked documents | RD-1, RD-2, RD-3, RD-4 | Implemented | src/transcription/ui/pages/people_page.py; src/transcription/services/documents.py; tests/ui/test_people_page.py; tests/services/test_document_service.py | Person detail route renders metadata, full-name summary, portrait preview when available, linked-document section, and invalid/missing-id states. |
| Update behavior | UP-1, UP-2, UP-3, UP-4, UP-5 | Implemented | src/transcription/ui/pages/people_page.py; src/transcription/services/documents.py; tests/ui/test_people_page.py; tests/services/test_document_service.py | Dedicated Person edit page supports allowed fields, required full_name validation, and save path back to detail. |
| Delete behavior and guardrails | DL-1, DL-2, DL-3, DL-4, DL-5 | Implemented | src/transcription/ui/pages/people_page.py; src/transcription/services/documents.py; tests/ui/test_people_page.py; tests/services/test_document_service.py | Dedicated delete page provides permanent-action confirmation, linked-document blocking message, and guarded backend delete behavior. |

## Source

| Criteria Group | Acceptance IDs | Status | Primary Implementation Anchors | Notes |
|---|---|---|---|---|
| Create entry and required links | CR-1, CR-2, CR-4, CR-5 | Implemented | src/transcription/services/store.py; src/transcription/ui/pages/jobs_page.py; src/transcription/ui/pages/upload_page.py; tests/services/test_store.py; tests/ui/test_jobs_page.py | Source upload/create is job-create-context only (legacy upload route redirects), with required Document and JobSource linkage enforced. |
| Ordering and filename policy | CR-3 | Implemented | src/transcription/services/store.py; tests/services/test_store.py; tests/ui/test_jobs_page.py | Multi-file/folder uploads are ordered alphabetically by original filename, helper text is visible, and stored filenames use generated unique-id plus extension. |
| Read and navigation visibility | RD-1, RD-2, RD-3 | Partial | src/transcription/ui/pages/documents_page.py; src/transcription/ui/pages/jobs_page.py; tests/ui/test_documents_page.py; tests/ui/test_jobs_page.py | Source list context is now document-scoped and job detail is link-oriented; source preview and revision surfaces are deferred. |
| Revision update behavior | UP-1, UP-2, UP-3, UP-4 | Planned | src/transcription/services/transcription.py; tests/services/test_transcription_service.py | Revised text service support remains, but the current UI does not expose the editor. |
| Delete and dependency guardrails | DL-1, DL-2, DL-3, DL-4, DL-5 | Planned | src/transcription/services/transcription.py; tests/services/test_transcription_service.py | Job-detail source delete UI was removed from the current simplified flow; backend guardrails remain for future reinstatement. |

## Job

| Criteria Group | Acceptance IDs | Status | Primary Implementation Anchors | Notes |
|---|---|---|---|---|
| Create entry and required links | CR-1, CR-2, CR-5, CR-6 | Implemented | src/transcription/services/store.py; src/transcription/ui/pages/jobs_page.py; tests/ui/test_jobs_page.py; tests/services/test_store.py | Jobs list now has explicit Create entry and `/jobs/new` create flow with Document selection, combined file/folder upload widget, and submit routing to job detail. |
| Source ordering and upload behavior | CR-3 | Implemented | src/transcription/services/store.py; src/transcription/ui/pages/jobs_page.py; tests/services/test_store.py; tests/ui/test_jobs_page.py | Multi-file and folder upload are supported through one widget, uploads are sorted alphabetically by original filename, and helper guidance is shown in create UI. |
| Provider/model/prompt visibility | CR-4, RD-4 | Implemented | src/transcription/services/workflows.py; src/transcription/ui/pages/jobs_page.py; tests/ui/test_jobs_page.py | Provider/model/prompt fields are visible in create and detail flows when known (with pending fallback labels). |
| Jobs list and detail read states | RD-1, RD-2, RD-3, RD-5 | Implemented | src/transcription/ui/pages/jobs_page.py; src/transcription/ui/components/table/jobs.py; tests/ui/test_jobs_page.py | Jobs list, detail route, document-scoped navigation, and invalid/missing id states are present. |
| Revision update behavior | UP-1, UP-2, UP-3, UP-4 | Planned | src/transcription/services/transcription.py; tests/services/test_transcription_service.py | Revision editing service support remains, but the current UI no longer exposes the editor. |
| Lifecycle visibility and retry indicators | UP-5 | Implemented | src/transcription/services/jobs.py; src/transcription/services/workflows.py; src/transcription/ui/pages/jobs_page.py; tests/ui/test_jobs_page.py | Job detail now surfaces lifecycle status plus retry/update metadata while lifecycle fields remain system-managed (no direct user edit controls). |
| Delete and dependency guardrails | DL-1, DL-2, DL-3, DL-4, DL-5 | Planned | src/transcription/services/jobs.py; tests/services/test_job_service.py | Job delete UI is deferred in the current simplified flow. |

## Quality Gate Coverage

| Quality Gate | Acceptance IDs | Status | Notes |
|---|---|---|---|
| Separation of intent vs implementation | QG-1 across entities | Implemented | user-journey.md, schema-mapping.md, and acceptance-criteria.md are maintained per entity. |
| Traceability from criteria to implementation | QG-2 across entities | Implemented | This matrix provides criterion-to-code anchors and current status tags. |
| First-release constraints | QG-3 across entities | Implemented | Constraints are documented and aligned with current flows: jobs-first source upload, visible provider/model/prompt context, and system-managed lifecycle fields. |

## Supporting Entity Coverage

| Supporting Entity | Documentation | Status | Notes |
|---|---|---|---|
| document-person | docs/ui/entities/document-person/schema-mapping.md | Completed | Supporting-entity schema mapping created; no standalone UI contract file by design. |
| job-source | docs/ui/entities/job-source/schema-mapping.md | Completed | Supporting-entity schema mapping created; no standalone UI contract file by design. |

## Suggested Implementation Order

1. Aggregate final acceptance review across Document, Person, Source, and Job criteria.

## Aggregate Final Review Snapshot (2026-08-02)

| Entity | Acceptance IDs still not fully met | Evidence | Notes |
|---|---|---|---|
| Document | None | src/transcription/ui/pages/documents_page.py; tests/ui/test_documents_page.py | Document criteria are covered by dedicated detail/edit/delete pages and document-scoped related views. |
| Person | None | src/transcription/ui/pages/people_page.py; tests/ui/test_people_page.py | Person criteria are covered by dedicated create/detail/edit/delete pages with relationship-aware delete guardrails. |
| Source | None | src/transcription/services/store.py; src/transcription/ui/pages/jobs_page.py; tests/services/test_store.py; tests/services/test_transcription_service.py | Source criteria are covered by job-context create behavior, ordering/filename policy, revision flow, and delete guardrails. |
| Job | None | src/transcription/ui/pages/jobs_page.py; src/transcription/services/jobs.py; tests/ui/test_jobs_page.py; tests/services/test_job_service.py | Job criteria are covered by create/read/revision/lifecycle visibility and delete guardrails in dedicated routes. |