@terreno/mcp 57.0.0 → 57.2.0

package/src/docs/versioned/57.1.0/tasks/upgrade-guides-and-skill.md

@@ -0,0 +1,118 @@
+# Task List: Upgrade Guides and the `upgrading-terreno` Skill
+
+See: [`docs/implementationPlans/upgrade-guides-and-skill.md`](../implementationPlans/upgrade-guides-and-skill.md)
+
+**RTK deprecation flag:** **Blocked.** The RTK → syncdb upgrade is the primary use case for this skill. Do not start until PR #869 merges and [`rtk-to-syncdb-migration-docs`](rtk-to-syncdb-migration-docs.md) Phase 3 has produced the migration guide the skill will delegate to. Tasks marked `[RTK]` specifically handle that migration.
+
+## Instructions for the implementing agent
+
+- Derive upgrade-note content from evidence: `gh release view <tag>`, `git log <prev>..<tag>`, and diffs of public API surfaces (`*/src/index.ts`). Do not write "possibly breaking" — determine whether it breaks by reading the diff.
+- Read `.rulesync/skills/upgrading-expo/SKILL.md` before writing the new skill. Do not duplicate its content; invoke it.
+- The skill must never leave a consumer's repo in a half-upgraded state without saying so. Every failure path must report what succeeded, what failed, and how to roll back.
+- Run `bun run mcp:build` after changing anything under `mcp-server/`. Run `bun run rules:check` after touching `.rulesync/`.
+
+## Phase 1: Note format and backfill
+
+- [ ] **Task 1.1**: Define the upgrade note format
+  - Description: Create `mcp-server/src/docs/upgrades/README.md` documenting the required note format from the IP: frontmatter-style header (`Action required`, `Affected packages`) then `Summary`, `Breaking changes` (each with What changed / Why / Migration with before-and-after code), `Deprecations`, `New capabilities`, `Verification`. Explain that notes are concatenated by `terreno_get_upgrade_guide` across a version range, so each must be self-contained and must not assume the reader read an adjacent note. Include a copy-paste template. Read the existing `0.20.0.md` and `0.21.0.md` first and keep the format compatible with them.
+  - Files: `mcp-server/src/docs/upgrades/README.md` (new)
+  - Depends on: none
+  - Acceptance: the format is compatible with the two existing notes; the template includes every required section; the self-contained requirement is stated with its reason.
+
+- [ ] **Task 1.2**: Research what changed between 0.21.0 and the current version
+  - Description: For each release from 0.22.0 through the current version, run `gh release view <tag>` and `git log --oneline <prev>..<tag>`, and diff the public surface of each published package (`git diff <prev>..<tag> -- '*/src/index.ts'`). Identify actual breaking changes, deprecations, and notable additions. Record findings per version in the PR body. Pay particular attention to the OpenFeature feature-flag migration, which the README documents as requiring consumer action — that is a breaking change with no upgrade note.
+  - Files: none (findings in the PR body)
+  - Depends on: Task 1.1
+  - Acceptance: every version from 0.22.0 to current is covered; each finding cites a commit or diff; the feature-flag migration is captured.
+
+- [ ] **Task 1.3**: Write the consolidated backfill note
+  - Description: Per IP question U1, write a single consolidated note covering 0.21.0 → current (name it for the current version). Include everything from Task 1.2 that requires consumer action, organized by concern rather than by version. Open with an honest note that per-release notes were not maintained for this range and that this note consolidates them. Move the OpenFeature feature-flag migration content out of `README.md` into this note (or into `docs/how-to/add-feature-flags.md`) and link it, rather than leaving a migration guide in the README.
+  - Files: `mcp-server/src/docs/upgrades/<current-version>.md` (new), `README.md`, `docs/how-to/add-feature-flags.md`
+  - Depends on: Task 1.2
+  - Acceptance: every action-requiring change from Task 1.2 appears; the feature-flag migration is no longer in `README.md`; `terreno_get_upgrade_guide` with the range 0.21.0 → current returns this note's content.
+
+- [ ] **Task 1.4**: Improve the empty-range response
+  - Description: Update `terreno_get_upgrade_guide` in `mcp-server/src/tools.ts` so that a range with no recorded notes returns an explicit message naming the versions with no notes, rather than empty output — an agent seeing empty output concludes nothing changed, which is the opposite of the truth. Also have it list which versions in the range *did* have notes. Add tests for: range fully covered, range partially covered, range with no notes, and an invalid range.
+  - Files: `mcp-server/src/tools.ts`, tests under `mcp-server/src/`
+  - Depends on: Task 1.3
+  - Acceptance: all four test cases pass; the no-notes response names the specific versions; `bun run mcp:build` succeeds.
+
+## Phase 2: Versioning policy
+
+- [ ] **Task 2.1**: Write `docs/explanation/versioning-policy.md`
+  - Description: Document: what lockstep versioning means (all `@terreno/*` packages share a version; you upgrade them together and mixing versions is unsupported — verify this claim against `publish-on-tag.yml` and any peer-dependency constraints before asserting it); the pre-1.0 policy (breaking changes may land in minor releases, always with an upgrade note); the deprecation window from IP question U6 (minimum three minor releases, with the RTK deprecation as the worked example); where to find upgrade notes and the changelog; and what 1.0 will mean when it happens (link program question P9). Keep it short and concrete — this document is a promise, so every sentence must be one the team will keep.
+  - Files: `docs/explanation/versioning-policy.md` (new), `docs/explanation/README.md`
+  - Depends on: Task 1.3
+  - Acceptance: the lockstep claim is verified against the publish workflow and peer deps; the deprecation window is a specific number; the RTK deprecation is used as the example; linked from the explanation index.
+
+- [ ] **Task 2.2**: `[RTK]` Write `docs/how-to/upgrade-terreno.md`
+  - Description: The human-facing upgrade guide. Cover: checking your current versions; finding the notes for your range (both via `terreno_get_upgrade_guide` and by browsing the notes directory); the correct ordering with the reasoning for each step (backend before frontend because the OpenAPI spec is the contract; Expo before Terreno frontend packages because `@terreno/ui` pins peers against Expo versions — verify both claims); the manual steps for each phase; verification; and rollback. Add a prominent section for the RTK → syncdb upgrade linking `docs/how-to/migrate-rtk-to-syncdb.md` as a larger, separate operation that should not be combined with a routine version bump.
+  - Files: `docs/how-to/upgrade-terreno.md` (new), `docs/how-to/README.md`
+  - Depends on: Task 2.1
+  - Acceptance: both ordering claims verified against source or `package.json` peer deps and cited; the RTK migration is explicitly separated from routine upgrades; rollback steps present.
+
+## Phase 3: The skill
+
+- [ ] **Task 3.1**: Author the `upgrading-terreno` skill
+  - Description: Create `.rulesync/skills/upgrading-terreno/SKILL.md`. Frontmatter: `name: upgrading-terreno`, a `description` naming trigger phrases ("upgrade Terreno", "bump @terreno packages", "update to the latest Terreno", "upgrade terreno version"), `targets: ['*']`. Body: Preconditions (clean git tree — refuse to start otherwise; on a branch, not the default branch; tests currently passing so failures are attributable); Determine versions (`application_info` from the local MCP server, or read `package.json` files); Fetch notes (`terreno_get_upgrade_guide`); **Plan and confirm** — print current version, target version, the notes found, the packages affected, and the ordered steps, then stop for confirmation; then the ten-step ordering from the IP with a verification gate between each phase; Expo delegation (invoke the `upgrading-expo` skill at step 6 rather than duplicating it); Failure handling (report what succeeded, what failed, and the rollback command; on a multi-version jump failure, retry version by version to isolate); and a final report. Include an explicit prohibition on continuing past a failed compile or test run.
+  - Files: `.rulesync/skills/upgrading-terreno/SKILL.md` (new)
+  - Depends on: Task 2.2
+  - Acceptance: the clean-tree precondition is a hard refusal, not a warning; the confirmation gate precedes the first mutation; step 6 invokes `upgrading-expo` by name; the failure path names a rollback command; the ordering matches the how-to guide exactly.
+
+- [ ] **Task 3.2**: Add the ordering reference
+  - Description: Create `.rulesync/skills/upgrading-terreno/references/ordering.md` containing the dependency reasoning in detail: why backend precedes frontend, why the typed client is regenerated only after the backend is upgraded and running, why Expo precedes `@terreno/ui`, which packages are backend versus frontend (enumerate them from `publish-on-tag.yml`), and what breaks if the order is violated — with the specific symptom for each violation (for example: regenerating the client against an old backend produces a client missing the new routes, which fails at compile time in the consumer's screens).
+  - Files: `.rulesync/skills/upgrading-terreno/references/ordering.md` (new)
+  - Depends on: Task 3.1
+  - Acceptance: every package is classified backend or frontend and the list matches `publish-on-tag.yml`; each ordering rule has a concrete violation symptom.
+
+- [ ] **Task 3.3**: `[RTK]` Add the syncdb migration branch
+  - Description: Add a section to the skill for the case where the upgrade range crosses the syncdb release. The skill must detect this (the range includes the syncdb version), stop, and tell the user that this is a platform migration rather than a version bump, pointing at `docs/how-to/migrate-rtk-to-syncdb.md` and offering to perform the routine version bump first and the migration as a separate operation. Do not attempt to automate the full migration inside a version-bump flow.
+  - Files: `.rulesync/skills/upgrading-terreno/SKILL.md`
+  - Depends on: Task 3.1, `rtk-to-syncdb-migration-docs` Phase 3
+  - Acceptance: the skill detects a range crossing the syncdb version and stops with the two-option choice; it does not attempt the data-layer migration automatically.
+
+- [ ] **Task 3.4**: Wire the MCP prompt to the skill
+  - Description: Update the `terreno_upgrade` prompt in `mcp-server/src/prompts.ts` so it points at the `upgrading-terreno` skill as the executor, keeping the prompt as the discovery surface for agents without skill support. Ensure the prompt's ordering matches the skill's exactly so the two cannot drift into disagreement — ideally the prompt references the ordering rather than restating it.
+  - Files: `mcp-server/src/prompts.ts`
+  - Depends on: Task 3.1
+  - Acceptance: the prompt names the skill; the two do not state conflicting orderings; `bun run mcp:build` succeeds.
+
+- [ ] **Task 3.5**: Generate skill mirrors
+  - Description: Run `bun run rules` and commit all generated files.
+  - Files: generated skill mirrors
+  - Depends on: Task 3.1, Task 3.2, Task 3.3
+  - Acceptance: `bun run rules:check` exits 0; `upgrading-terreno` appears under every configured target directory.
+
+## Phase 4: Enforcement
+
+- [ ] **Task 4.1**: Require upgrade notes in the release skill
+  - Description: Add a required step to `.rulesync/skills/release/SKILL.md`: after assembling the changelog section for the release, if it contains a `Breaking`, `Deprecated`, `Removed`, or `Changed` entry, write `mcp-server/src/docs/upgrades/<version>.md` using the template from Task 1.1 before tagging. Reference the note from the changelog section. Regenerate mirrors.
+  - Files: `.rulesync/skills/release/SKILL.md`, generated mirrors
+  - Depends on: Task 1.1
+  - Acceptance: the step lists the four triggering changelog headings; `bun run rules:check` exits 0.
+
+- [ ] **Task 4.2**: Add the CI enforcement check
+  - Description: Add a check (script plus a job in `.github/workflows/repo-policies.yml`, or a step in `publish-on-tag.yml` that runs before publishing) that reads the changelog section for the tag being released and fails if it contains a breaking/deprecated/removed/changed entry while `mcp-server/src/docs/upgrades/<version>.md` does not exist. Write it as a Bun TypeScript script with `const` arrow functions and explicit return types, following the repo's script conventions. Include tests for: note present and required, note missing and required, note not required.
+  - Files: `scripts/check-upgrade-notes.ts` (new), `package.json`, `.github/workflows/repo-policies.yml` or `.github/workflows/publish-on-tag.yml`, tests
+  - Depends on: Task 4.1
+  - Acceptance: all three test cases pass; the check fails a simulated release with a breaking changelog entry and no note; `bun run lint` passes.
+
+- [ ] **Task 4.3**: Link notes from the changelog
+  - Description: Update `CHANGELOG.md` so each version section with an upgrade note links it. Add a line to the changelog header explaining that upgrade notes live in `mcp-server/src/docs/upgrades/` and are also available through the MCP server's `terreno_get_upgrade_guide` tool.
+  - Files: `CHANGELOG.md`
+  - Depends on: Task 1.3
+  - Acceptance: every version with a note links it; the header explains where notes live and how to fetch them.
+
+## Phase 5: Validation
+
+- [ ] **Task 5.1**: Perform a real multi-version upgrade with the skill
+  - Description: Create a consumer app pinned to an older Terreno version (at least two minors behind current — scaffold with `terreno_bootstrap_app` from that version, or check out `example-frontend`/`example-backend` at the older tag into a scratch directory). Run the `upgrading-terreno` skill to bring it to current. Verify: the clean-tree precondition fires when the tree is dirty, the confirmation gate fires, each phase's verification runs, and the app compiles and runs afterward. Record every gap and fix the skill, the notes, or the how-to as appropriate. Capture the transcript and the running upgraded app to `/opt/cursor/artifacts/`.
+  - Files: `.rulesync/skills/upgrading-terreno/SKILL.md`, `mcp-server/src/docs/upgrades/*`, `docs/how-to/upgrade-terreno.md`, generated mirrors
+  - Depends on: Task 3.5, Task 1.3
+  - Acceptance: the upgrade succeeds and the app runs; both gates observed firing; every gap fixed; artifacts captured; `bun run rules:check` exits 0.
+
+- [ ] **Task 5.2**: Verify the failure-isolation path
+  - Description: Deliberately create a failing upgrade (for example by pinning a consumer file to an API removed in the range) and confirm the skill stops at the failing phase, names it, reports what succeeded, offers rollback, and — for a multi-version range — retries version by version to isolate the breaking version. Fix the skill if any of those behaviors is missing.
+  - Files: `.rulesync/skills/upgrading-terreno/SKILL.md`, generated mirrors
+  - Depends on: Task 5.1
+  - Acceptance: all four failure behaviors observed in the transcript; the isolation retry correctly identifies the breaking version; `bun run rules:check` exits 0.

package/src/docs/versioned/57.1.0/tasks/web-ssr-and-admin-spa.md

@@ -0,0 +1,155 @@
+# Task List: Server-Side Rendering for Universal Web (and Admin SPA)
+
+See: [`docs/implementationPlans/web-ssr-and-admin-spa.md`](../implementationPlans/web-ssr-and-admin-spa.md)
+
+**RTK deprecation flag:** **Partial.** Phase 0 must run after PR #869 merges, because whether the local-first client can be kept out of the server render path is the main feasibility question. Tasks marked `[RTK]` touch the data layer directly.
+
+**Prerequisite:** Expo SDK ≥ 55. The repo catalog is on `~54.0.29`; PR [#779](https://github.com/flourishhealth/terreno/pull/779) upgrades to SDK 56. Verify the merged Expo version before starting and stop if it is below 55.
+
+## Instructions for the implementing agent
+
+- **Phase 0 is a gate, not a formality.** If the spike shows that `static` output cannot work without unreasonable changes, write the report, update the IP with the finding, and stop. A well-documented no-go is a successful outcome for Phase 0.
+- Do not modify `@terreno/ui` component behavior to make SSR work. If a component needs a browser API, guard the access; do not change what it renders in the browser.
+- Every SSR-safety fix needs a test that fails before the fix.
+- Server rendering is **alpha** in Expo SDK 55+. Treat upstream bugs as expected; record them with links rather than working around them silently.
+- Run `bun run compile`, `bun run lint`, and `bun run ui:test` before each commit.
+
+## Phase 0: Feasibility spike
+
+- [ ] **Task 0.1**: Verify prerequisites
+  - Description: Confirm the Expo version in the root `package.json` catalog is ≥ 55 and that PR #869 is merged. Record both. If Expo is below 55, stop and report that this IP is blocked on PR #779. Read the current Expo documentation for `web.output` modes and server rendering and record the alpha status and any stated limitations.
+  - Files: none (findings in the PR body)
+  - Depends on: PR #779 and PR #869 merged
+  - Acceptance: both versions recorded with citations; the upstream alpha status and its documented limitations are captured; a stop decision is made explicitly if prerequisites are unmet.
+
+- [ ] **Task 0.2**: Attempt `static` output on `example-frontend`
+  - Description: On a scratch branch, set `web.output` to `static` in `example-frontend`'s app config and run the web export. Record every error and warning in full. For each failure, identify the root cause: a `@terreno/ui` component touching a browser global, a native-only import, a font-loading issue, a provider issue, or the syncdb client initializing at module scope. Do not fix anything yet — the goal is a complete inventory of the work.
+  - Files: none (scratch branch, not committed)
+  - Depends on: Task 0.1
+  - Acceptance: the export was attempted and every failure captured verbatim with its root cause classified; the scratch branch is not merged.
+
+- [ ] **Task 0.3**: `[RTK]` Determine whether the syncdb client can be excluded from server render
+  - Description: The syncdb client depends on IndexedDB and Web Crypto, neither of which exists on the server. Read the merged syncdb client initialization code and determine: whether it initializes at module scope or on provider mount, whether it already guards for a non-browser environment, and what would be required to make it a no-op during server render while hydrating correctly on the client. This is the highest-risk unknown in the IP. Write the finding with file citations.
+  - Files: none (findings in the PR body)
+  - Depends on: Task 0.2
+  - Acceptance: the initialization path is traced with file and line citations; a concrete answer is given on whether exclusion is possible and what it costs; if it is not possible without syncdb changes, that requirement is written up as a dependency.
+
+- [ ] **Task 0.4**: Write the feasibility report and go/no-go
+  - Description: Create `docs/implementationPlans/web-ssr-feasibility.md` containing: the prerequisite state, the full failure inventory from Task 0.2 classified by root cause with an effort assessment per class, the syncdb finding from Task 0.3, the risks that turned out to be real versus imagined against the IP's risk table, and an explicit recommendation — proceed with `static`, proceed with `static` and `server`, defer, or abandon with reasons. Update the IP's risk table and phases to match reality.
+  - Files: `docs/implementationPlans/web-ssr-feasibility.md` (new), `docs/implementationPlans/web-ssr-and-admin-spa.md`
+  - Depends on: Task 0.3
+  - Acceptance: the report contains an unambiguous recommendation; the IP's risk table is corrected against what was actually observed; every subsequent phase is either confirmed, rescoped, or cancelled in the IP.
+
+## Phase 1: SSR-safety audit and fixes
+
+- [ ] **Task 1.1**: Build a server-render test harness
+  - Description: Create `ui/src/__tests__/serverRender.test.tsx` that renders components with `react-dom/server`'s `renderToString` (or the equivalent supported path for `react-native-web`) in an environment where `window`, `document`, and `localStorage` are undefined. The harness should iterate every component exported from `ui/src/index.tsx` and assert each renders without throwing. Components that legitimately cannot render without a browser get an explicit allowlist entry with a comment explaining why — the allowlist is the audit output.
+  - Files: `ui/src/__tests__/serverRender.test.tsx` (new)
+  - Depends on: Task 0.4 (go decision)
+  - Acceptance: the harness covers every export from `ui/src/index.tsx`; failures are listed rather than skipped; the allowlist has a justification per entry; `bun run ui:test` runs it.
+
+- [ ] **Task 1.2**: Fix SSR-unsafe components
+  - Description: For each failure the harness finds, guard the browser-API access rather than changing render output. Follow the existing precedent in the repo (the client storage layer's `typeof window` checks). Do not change any component's browser behavior. Each fix must make a previously-failing harness case pass, and no existing `@terreno/ui` test may change behavior.
+  - Files: `ui/src/**`
+  - Depends on: Task 1.1
+  - Acceptance: the harness passes with an allowlist containing only genuinely browser-dependent components; `bun run ui:test` passes with no changed assertions in existing tests; browser behavior is unchanged (verified by the existing test suite).
+
+- [ ] **Task 1.3**: Verify theme and font determinism
+  - Description: Render a component tree wrapped in `TerrenoProvider` twice in the server harness and assert identical output, proving theme resolution is deterministic. Check the font-loading path for anything that would differ between server and client render. Fix any non-determinism (for example a value derived from the current time or a random id) and add the test.
+  - Files: `ui/src/__tests__/serverRender.test.tsx`, `ui/src/Theme.tsx` or `ui/src/TerrenoProvider.tsx` if a fix is needed
+  - Depends on: Task 1.2
+  - Acceptance: two server renders of the same tree produce byte-identical output; any non-determinism found is fixed and covered by the test.
+
+- [ ] **Task 1.4**: `[RTK]` Guard the data-layer client against server render
+  - Description: Implement the exclusion determined in Task 0.3 so the syncdb client does not initialize during server render, and hydrates normally on the client. Add a test asserting that importing and rendering the provider in the server harness does not attempt IndexedDB or Web Crypto access. If Task 0.3 concluded this requires changes inside `@terreno/syncdb`, make the minimal change there with its own test.
+  - Files: `syncdb/src/**` and/or the provider wiring, plus tests
+  - Depends on: Task 1.3, Task 0.3
+  - Acceptance: the server harness renders the provider without touching IndexedDB or Web Crypto; the client still initializes correctly in the browser (verified by an existing or new client-side test); `bun run compile` passes.
+
+## Phase 2: `static` output for `admin-spa`
+
+- [ ] **Task 2.1**: Add output-mode support to the admin serve plugin
+  - Description: Locate `AdminSpaServeApp` (confirm the file path — it is registered in `example-backend/src/server.ts`) and add support for serving a `static`-output build: per-route HTML files rather than a single `index.html` fallback. The existing `single`-output behavior must remain the default and continue working unchanged so consumers upgrading Terreno without rebuilding their admin are unaffected. Add tests for both modes, including the fallback behavior for unknown routes.
+  - Files: the `AdminSpaServeApp` source file, tests
+  - Depends on: Task 1.2
+  - Acceptance: both output modes serve correctly; `single` remains the default; a request for an unknown route behaves correctly in each mode; tests cover both.
+
+- [ ] **Task 2.2**: Build `admin-spa` with `static` output
+  - Description: Change `admin-spa`'s app config to `static` output and build it. Fix whatever breaks in `admin-spa/src/**` following the same guard-rather-than-change discipline from Phase 1. Verify every admin route produces an HTML file and that the app still functions after hydration — list models, open a form, save a record.
+  - Files: `admin-spa/app.json` or `admin-spa/app.config.ts`, `admin-spa/src/**`
+  - Depends on: Task 2.1
+  - Acceptance: the build produces per-route HTML; every admin route loads; list, form, and save all work after hydration; no hydration mismatch warnings in the console.
+
+- [ ] **Task 2.3**: Update the admin integration workflow
+  - Description: Update `.github/workflows/admin-spa-integration.yml` to build and exercise the `static` output. If the workflow currently asserts single-`index.html` behavior, extend it to cover both modes rather than replacing the existing coverage.
+  - Files: `.github/workflows/admin-spa-integration.yml`
+  - Depends on: Task 2.2
+  - Acceptance: the workflow passes; both output modes are exercised; existing coverage is retained.
+
+## Phase 3: `static` output for `example-frontend`
+
+- [ ] **Task 3.1**: Switch `example-frontend` to `static` output
+  - Description: Set `web.output` to `static`, build, and fix remaining failures. Verify every route produces HTML with meaningful content by fetching each route with JavaScript disabled and confirming visible text is present in the response body — not just an empty shell. Confirm no hydration mismatch warnings appear on any route.
+  - Files: `example-frontend/app.json`, `example-frontend/**` as needed
+  - Depends on: Task 1.4, Task 2.2
+  - Acceptance: every route returns HTML containing meaningful content with JavaScript disabled; no hydration warnings on any route; the app functions normally with JavaScript enabled.
+
+- [ ] **Task 3.2**: Update the frontend deploy workflow and hosting config
+  - Description: Update `.github/workflows/frontend-example-deploy.yml` and the hosting configuration for the new output shape. `static` output produces per-route HTML, so the SPA-fallback rewrite that `single` required may now be wrong for some paths — verify the host's routing behavior and adjust. Update `example-frontend/vercel.json` from [`deploy-to-vercel`](../implementationPlans/deploy-to-vercel.md) if its rewrites conflict with per-route HTML.
+  - Files: `.github/workflows/frontend-example-deploy.yml`, `example-frontend/vercel.json`, hosting config
+  - Depends on: Task 3.1
+  - Acceptance: the deployed example serves per-route HTML; deep links resolve; the SPA-fallback rewrite no longer shadows real route files; the deploy workflow passes.
+
+## Phase 4: `server` output with the Express adapter
+
+- [ ] **Task 4.1**: Prototype the Express adapter inside `@terreno/api`
+  - Description: Only if Task 0.4 recommended proceeding to `server` output. Build a prototype mounting `expo-server/adapter/express` in the Terreno Express app: serve `dist/client` statically and delegate remaining requests to the server bundle. Verify the exact adapter import path and `createRequestHandler` parameters against current Expo documentation. Establish route precedence: API routes, auth routes, and the admin mount must all match before the SSR catch-all. Add tests asserting precedence — a request to an API path must never reach the SSR handler.
+  - Files: `api/src/` (new plugin or serve module), tests
+  - Depends on: Task 3.1, Task 0.4
+  - Acceptance: SSR renders through the Express app; precedence tests prove API, auth, and admin routes are never shadowed; the adapter import path is verified against current Expo docs and cited.
+
+- [ ] **Task 4.2**: `[RTK]` Handle the unauthenticated-shell render
+  - Description: Per IP question S3, v1 renders the unauthenticated shell on the server and hydrates to the real state on the client. Implement that explicitly rather than by accident: ensure no server render depends on session state, and verify there is no visible flicker of authenticated content. Document the tradeoff in the how-to guide. If the flicker is unacceptable in practice, record that finding and scope a follow-up rather than expanding this IP.
+  - Files: `api/src/` SSR module, `example-frontend/app/_layout.tsx`, docs
+  - Depends on: Task 4.1
+  - Acceptance: server-rendered HTML never contains authenticated content; the hydration transition is observed and characterized (acceptable or not) with a screenshot or recording; the tradeoff is documented.
+
+- [ ] **Task 4.3**: Document Expo Router API routes narrowly
+  - Description: Per IP question S6, document that `server` output enables Expo Router API routes and that they should be used only for web-specific concerns — OG image generation, web-only redirects — with an explicit statement that business logic, data access, and auth belong in `@terreno/api`. Include one worked example (an OG image route) and a "do not put this here" list.
+  - Files: `docs/how-to/enable-web-ssr.md`
+  - Depends on: Task 4.1
+  - Acceptance: the boundary is stated unambiguously; one worked example present; the "do not" list names data access, auth, and business logic.
+
+## Phase 5: Data loading design
+
+- [ ] **Task 5.1**: `[RTK]` Design pass on server-render data loading
+  - Description: Research and write a design note on how server-rendered routes should obtain data given a local-first client: how Expo Router data loaders (`useLoaderData`) interact with a client whose source of truth is a local encrypted store, whether server-fetched data should seed the local store or bypass it, what happens on hydration when local data differs from server-rendered data, and how permissions are enforced when the renderer is inside the API process. Output a recommendation and, if the work is substantial, a new IP rather than expanding this one.
+  - Files: `docs/implementationPlans/ssr-data-loading.md` (new) or a section in the feasibility report
+  - Depends on: Task 4.2
+  - Acceptance: all four questions are answered with a recommendation; if the recommendation implies substantial work, a separate IP is created and this IP's scope is closed at Phase 4.
+
+## Phase 6: Documentation and defaults
+
+- [ ] **Task 6.1**: Write `docs/explanation/web-rendering-modes.md`
+  - Description: Explainer covering all rendering modes (`single`, `static`, `server`) with honest tradeoffs: SEO, first paint, hosting requirements, operational complexity, and what each costs. State which modes Terreno supports as of this work and which are recommended for which situation. Include the "why does a React Native framework care about SSR" framing, since the answer is not obvious to readers who think of Terreno as mobile-first.
+  - Files: `docs/explanation/web-rendering-modes.md` (new), `docs/explanation/README.md`
+  - Depends on: Task 3.1
+  - Acceptance: all three modes covered with at least four tradeoff dimensions each; supported modes stated accurately; the framing section present.
+
+- [ ] **Task 6.2**: Write `docs/how-to/enable-web-ssr.md`
+  - Description: How-to taking a reader from `single` to `static`, and to `server` if it shipped. Cover: the app-config change, what changes in the build output, the hosting change required for each mode, how to verify (fetch a route with JavaScript disabled), common failures (hydration mismatches, browser globals in custom components, the SPA-fallback rewrite shadowing route files), and how to roll back.
+  - Files: `docs/how-to/enable-web-ssr.md` (new), `docs/how-to/README.md`
+  - Depends on: Task 6.1, Task 4.3
+  - Acceptance: a reader can follow it to switch modes; the verification step is concrete; at least three common failures documented with symptoms; rollback included.
+
+- [ ] **Task 6.3**: Update deployment documentation and the output-mode table
+  - Description: Update `docs/explanation/deployment-baseline.md`'s output-mode table for the modes that now ship, and update both provider guides ([`deploy-to-vercel`](../implementationPlans/deploy-to-vercel.md), [`deploy-to-gcp`](../implementationPlans/deploy-to-gcp.md)) for the hosting implications. GCP is affected most: `server` output cannot be served from a GCS bucket, so the GCP guide needs a Cloud Run web-serving option.
+  - Files: `docs/explanation/deployment-baseline.md`, `docs/how-to/deploy-web-to-vercel.md`, `docs/how-to/deploy-web-to-gcs-cdn.md`, possibly a new `docs/how-to/deploy-web-to-cloud-run.md`
+  - Depends on: Task 6.2
+  - Acceptance: the output-mode table matches shipped reality; the GCS guide states that `server` output cannot be hosted there and links the alternative; both provider guides are consistent with the modes that shipped.
+
+- [ ] **Task 6.4**: Decide and implement the default output mode
+  - Description: Per IP question S5, decide whether `static` becomes the default for new apps. If yes: update the bootstrap templates in `mcp-server/src/docs/templates/bootstrap/`, write an upgrade note explaining the change and how to keep `single`, and update the deployment guides. If no: record the decision and its reason in the explainer. Do not change the default without an upgrade note.
+  - Files: `mcp-server/src/docs/templates/bootstrap/**`, `mcp-server/src/docs/upgrades/<version>.md`, `docs/explanation/web-rendering-modes.md`
+  - Depends on: Task 6.3
+  - Acceptance: the decision is recorded with reasoning; if the default changed, a bootstrapped app builds and deploys with the new default and an upgrade note exists; `bun run mcp:build` succeeds.

package/src/docs/versioned/next/README.md

@@ -16,16 +16,28 @@ Documentation for the Terreno monorepo: shared packages for full-stack applicati
 |---------|-------------|
 | [@terreno/api](reference/api.md) | REST API framework (Express/Mongoose) |
 | [@terreno/ui](reference/ui.md) | React Native UI component library |
-| [@terreno/rtk](reference/rtk.md) | RTK Query utilities for API backends |
 | [@terreno/syncdb](reference/syncdb.md) | Local-first data layer (offline sync, conflicts) |
+| [@terreno/ai](reference/ai.md) | AI service, GPT routes, request logging |
 | [@terreno/admin-backend](reference/admin-backend.md) | Admin panel backend plugin |
 | [@terreno/admin-frontend](reference/admin-frontend.md) | Admin panel frontend screens |
+| [@terreno/admin-spa](reference/admin-spa.md) | Standalone admin SPA + Express serve plugin |
 | [@terreno/api-health](reference/api-health.md) | Health check endpoint plugin |
-| [@terreno/comms](reference/comms.md) | Pluggable communications providers and delivery logging |
+| [@terreno/comms](reference/comms.md) | Pluggable communications providers |
+| [@terreno/feature-flags](reference/feature-flags.md) | Feature flags and A/B testing plugin |
 | [@terreno/mcp](reference/mcp-server.md) | AI coding assistant integration (MCP) |
+| [@terreno/test](reference/test.md) | Bun test helpers and in-memory MongoDB |
+
+### Legacy
+
+| Package | Description |
+|---------|-------------|
+| [@terreno/rtk](reference/legacy/rtk.md) (deprecated) | RTK Query utilities — superseded by syncdb for data sync; still used for OpenAPI SDK, auth, and feature flags during migration |
+
+**Migrating from RTK?** See [How to migrate from @terreno/rtk to @terreno/syncdb](how-to/migrate-rtk-to-syncdb.md).
 
 ## Quick links
 
 - [Getting started](tutorials/getting-started.md)
+- [Local-first data](explanation/local-first-data.md)
 - [AGENTS.md](../AGENTS.md) — Onboarding context for AI assistants
-- [.cursorrules](../.cursorrules) — Project and code style rules
+- [ROADMAP.md](../ROADMAP.md) — Public roadmap

package/src/docs/versioned/next/explanation/README.md

@@ -10,6 +10,9 @@ Understanding-oriented documentation: concepts, architecture, and context.
 
 ## Contents
 
+- [Local-first data](local-first-data.md) — Why the local store is the UI source of truth
+- [Loop engineering](loop-engineering.md) — Fresh-invocation lifecycle, state, evidence, and orchestration boundaries
+- [Install agent skills](../how-to/install-agent-skills.md) — `npx skills add FlourishHealth/terreno`
 - [AI-powered workflows](ai-workflows.md) — Autonomous documentation, testing, and maintenance workflows
 - [Authentication architecture](authentication.md) — How JWT, OAuth, and token refresh work
 - [Configuration system](configuration-system.md) — Runtime configuration with database persistence

package/src/docs/versioned/next/explanation/admin-consent-migration.md

@@ -0,0 +1,15 @@
+# Consent admin migration audit
+
+The example keeps specialized consent routes where generic model screens do not cover the workflow.
+
+| Route file | Disposition | Reason |
+| --- | --- | --- |
+| `consent-forms/index.tsx` | Keep as a hand-written route | Adds consent-specific list navigation and publishing workflow. |
+| `consent-forms/create.tsx` | Keep as a hand-written route | Uses `ConsentFormEditor` for localized content, AI generation, and consent validation. |
+| `consent-forms/[id].tsx` | Keep as a hand-written route | Supports publish/version behavior beyond generic CRUD editing. |
+| `consent-responses/index.tsx` | Keep as a hand-written route | Presents consent-response-specific navigation. |
+| `consent-responses/[id].tsx` | Keep as a hand-written route | Uses `ConsentResponseViewer` for signatures, snapshots, and audit details. |
+
+`ConsentApp.adminContribution()` still contributes generic ConsentForm and ConsentResponse models.
+Those models provide searchable tables and field widgets, while Expo Router gives the explicit
+routes above precedence for the richer consent workflows.

package/src/docs/versioned/next/explanation/admin-plugin-frontend.md

@@ -0,0 +1,30 @@
+# Admin plugin frontend widgets
+
+Backend plugins contribute stable widget IDs through `adminContribution()`. Their React
+implementations ship from `@terreno/admin-frontend`, under `src/widgets/`.
+
+This keeps the first-party integration in one frontend package and avoids making backend-only
+packages depend on React Native. The built-in registry includes consent field widgets, feature
+flag home widgets, and Documents/AI custom screens. Hosts can override any ID through
+`AdminProvider.widgets`.
+
+Third-party plugins should publish their own frontend package and ask the host to spread its
+registry into `AdminProvider`; `@terreno/admin-frontend` only owns first-party Terreno widgets.
+
+## Authorization metadata
+
+Opening the admin UI is a separate decision from what an operator may do inside it. The page
+gate is `admin:access` (`GET /admin/config` 403 without it). Host apps should hide admin
+navigation with the same check (`canOpenAdminPage` from `@terreno/rtk`).
+
+`AdminApp` then resolves authorization before returning `/admin/config`. The response only contains
+models and custom screens the caller may read, includes effective write capabilities, and exposes
+visibility flags for built-in Platform tools. The frontend treats this metadata as navigation and
+affordance guidance; backend model, script, configuration, and RBAC routes enforce the same
+permissions independently.
+
+Standard model permissions are intentionally three-level (`read`, `write`, `writeOwned`) so roles
+remain understandable as the number of admin models grows. Model configuration supplies the
+ownership predicate because ownership is domain-specific (`ownerId`, `staffId`, tenant membership,
+or another relationship). A custom authorization callback remains available for policies that
+cannot be represented by those levels.

package/src/docs/versioned/next/explanation/announcements/rtk-deprecation.md

@@ -0,0 +1,29 @@
+# RTK deprecation announcement (draft)
+
+**Do not post until maintainers review.** Target: GitHub Discussions → Announcements.
+
+---
+
+## `@terreno/rtk` data sync is deprecated — migrate to `@terreno/syncdb`
+
+Starting with **56.0.0**, Terreno's default frontend data path is **local-first** via [`@terreno/syncdb`](https://github.com/FlourishHealth/terreno/blob/master/docs/reference/syncdb.md). Collection reads and writes apply to an on-device store first; the server reconciles over the sync protocol. This replaces RTK Query hooks for CRUD lists and mutations.
+
+### What changed
+
+- **New:** `@terreno/syncdb` — `useQuery`, `useMutate`, offline outbox, conflict resolution, sync status UX
+- **Deprecated:** RTK Query hooks for synced collections (`useGetTodosQuery`, `usePostTodosMutation`, manual optimistic updates)
+- **Unchanged:** `bun run sdk` still generates the OpenAPI SDK for auth, profile, admin, AI, and other non-synced routes
+
+### What you need to do
+
+1. **By next major:** move collection screens from RTK Query to syncdb. `@terreno/rtk` will not publish in the next major line.
+2. **Support window:** `@terreno/rtk` continues to publish with a deprecation notice through the **current major** (56.x beta and stable 0.x).
+3. **Recommended order:** migrate to **Better Auth** first, then syncdb per screen ([migration guide](https://github.com/FlourishHealth/terreno/blob/master/docs/how-to/migrate-rtk-to-syncdb.md)).
+
+### Why local-first
+
+Instant UI, durable offline writes, and simpler screen code — at the cost of explicit conflict and sync-status handling. See [local-first data](https://github.com/FlourishHealth/terreno/blob/master/docs/explanation/local-first-data.md).
+
+### Questions
+
+Open a thread in [Docs feedback](https://github.com/FlourishHealth/terreno/discussions/categories/docs-feedback) or reply here.

package/src/docs/versioned/next/explanation/authentication.md

@@ -1,30 +1,59 @@
 # Authentication Architecture
 
-Understanding how authentication works in @terreno/api — from JWT tokens to OAuth strategies to automatic token refresh.
+Understanding how authentication works in @terreno/api — Better Auth sessions for new apps, with JWT/Passport documented for legacy consumers.
 
 ## Overview
 
-@terreno/api provides two complete authentication systems to choose from:
+**Better Auth is the default path** for new Terreno apps. It provides session-based authentication with MongoDB storage, built-in social OAuth (Google, GitHub, Apple), and clean integration with `@terreno/syncdb` (`betterAuthAdapter`, `RealtimeApp` socket sessions).
 
-**JWT/Passport Authentication (Default)**
-- **JWT (JSON Web Tokens)** for stateless session management
-- **Passport.js** for authentication strategy management
-- **Multiple strategies**: Email/password, GitHub OAuth, Anonymous
-- **Automatic token refresh** to maintain long-lived sessions
-- **Token storage utilities** for secure frontend storage (via @terreno/rtk)
+Set `AUTH_PROVIDER=better-auth` and register `BetterAuthApp` on the server. On the client, use `createBetterAuthClient` + `generateBetterAuthSlice` from `@terreno/rtk` for session Redux state, then wire `betterAuthAdapter` into `createSyncDb`.
 
-**Better Auth (Optional)**
-- **Session-based authentication** with MongoDB storage
-- **Built-in OAuth providers**: Google, GitHub, Apple
-- **Modern OAuth 2.0 flows** with PKCE
-- **Automatic session management** via cookies
-- **Redux integration** for session state (via @terreno/rtk)
+**JWT/Passport (legacy)** remains supported through the current major release line for existing deployments. It uses stateless tokens, Passport strategies (email/password, GitHub OAuth, anonymous), and manual token refresh via `@terreno/rtk`. New projects should not start on JWT unless they have a specific requirement (custom token contracts, non-cookie clients, or a phased migration).
 
-Choose your authentication provider via `AUTH_PROVIDER` environment variable. Both systems can run in parallel, allowing gradual migration.
+Both systems can run in parallel during migration (`AUTH_PROVIDER` selects the primary path; legacy JWT routes stay available).
+
+## When to choose which
+
+| Choose Better Auth | Stay on JWT (legacy) |
+|--------------------|----------------------|
+| New app or greenfield screen | Existing production JWT deployment |
+| Social login (Google, GitHub, Apple) | Custom JWT payload requirements |
+| `@terreno/syncdb` local-first data | Non-cookie API clients only |
+| Socket sessions via `RealtimeApp` | Gradual migration in progress |
+
+**Setup:** [Configure Better Auth](../how-to/configure-better-auth.md). **Data layer:** migrate auth before or with syncdb — see [Migrate from RTK to syncdb](../how-to/migrate-rtk-to-syncdb.md) §7.
 
 ## Authentication Strategies
 
-### Email/Password (Local Strategy)
+### Better Auth (default)
+
+Modern session-based authentication with built-in social OAuth support.
+
+**Flow:**
+1. Configure Better Auth with `AUTH_PROVIDER=better-auth` and register `BetterAuthApp`
+2. User chooses social provider (Google, GitHub, Apple) or email/password
+3. Backend redirects to OAuth provider or validates credentials
+4. Better Auth creates session in MongoDB
+5. Frontend receives session cookie (web) or bearer session token (native)
+6. Session middleware populates `req.user` for subsequent requests
+
+**Key properties:**
+- Session-based (cookies / bearer session) vs. stateless JWT
+- Built-in OAuth providers with PKCE
+- `betterAuthAdapter` for syncdb socket auth
+- `sync:auth-expired` socket event when the session is no longer valid
+
+**Endpoints (when enabled):**
+- `POST /api/auth/signup/email` — Email/password signup
+- `POST /api/auth/signin/email` — Email/password signin
+- `GET /api/auth/signin/{provider}` — Initiate OAuth flow (google, github, apple)
+- `GET /api/auth/callback/{provider}` — OAuth callback handler
+- `POST /api/auth/signout` — Sign out session
+- `GET /api/auth/session` — Get current session
+
+**Learn more:** [Configure Better Auth](../how-to/configure-better-auth.md)
+
+### Email/Password (JWT / Local Strategy — legacy)
 
 Traditional username/password authentication using `passport-local-mongoose`.
 
@@ -39,7 +68,7 @@ Traditional username/password authentication using `passport-local-mongoose`.
 - `POST /auth/signup` — Create new user account
 - `POST /auth/login` — Authenticate and receive tokens
 
-### GitHub OAuth Strategy
+### GitHub OAuth Strategy (JWT — legacy)
 
 OAuth 2.0 authentication with GitHub.
 
@@ -60,45 +89,7 @@ OAuth 2.0 authentication with GitHub.
 
 **Learn more:** [How to add GitHub OAuth](../how-to/add-github-oauth.md)
 
-### Better Auth Strategy
-
-Modern session-based authentication with built-in social OAuth support. Better Auth runs **alongside** JWT/Passport authentication as an optional alternative.
-
-**Flow:**
-1. Configure Better Auth with `AUTH_PROVIDER=better-auth`
-2. User chooses social provider (Google, GitHub, Apple) or email/password
-3. Backend redirects to OAuth provider or validates credentials
-4. Better Auth creates session in MongoDB
-5. Frontend receives session cookie
-6. Session middleware populates `req.user` for subsequent requests
-
-**Key differences from JWT auth:**
-- Session-based (cookies) vs. stateless (tokens)
-- Built-in OAuth providers vs. custom Passport strategies
-- Automatic session management vs. manual token refresh
-- Modern OAuth 2.0 flows with PKCE
-
-**Use Better Auth when you need:**
-- Social login (Google, GitHub, Apple)
-- Session-based authentication
-- Modern OAuth 2.0 flows
-
-**Use JWT authentication when you need:**
-- Stateless authentication
-- Simpler token-based auth
-- No social login required
-
-**Endpoints (when enabled):**
-- `POST /api/auth/signup/email` — Email/password signup
-- `POST /api/auth/signin/email` — Email/password signin
-- `GET /api/auth/signin/{provider}` — Initiate OAuth flow (google, github, apple)
-- `GET /api/auth/callback/{provider}` — OAuth callback handler
-- `POST /api/auth/signout` — Sign out session
-- `GET /api/auth/session` — Get current session
-
-**Learn more:** [Configure Better Auth](../how-to/configure-better-auth.md)
-
-### Anonymous Strategy
+### Anonymous Strategy (JWT — legacy)
 
 Allows limited access without authentication.
 
@@ -116,7 +107,9 @@ modelRouter(Model, {
 });
 ``````
 
-## JWT Token System
+## JWT Token System (legacy)
+
+> JWT/Passport auth is **legacy**. It remains supported through the current major line but is not the recommended path for new apps. Prefer Better Auth above.
 
 ### Token Types
 
@@ -435,4 +428,4 @@ router.post("/webhook", asyncHandler(async (req, res) => {
 - [Add GitHub OAuth](../how-to/add-github-oauth.md)
 - [Create a model](../how-to/create-a-model.md)
 - [API reference](../reference/api.md)
-- [@terreno/rtk reference](../reference/rtk.md)
+- [@terreno/rtk reference (legacy)](../reference/legacy/rtk.md)

package/src/docs/versioned/next/explanation/local-first-data.md

@@ -0,0 +1,52 @@
+# Local-first data in Terreno
+
+Terreno's default frontend data path is **local-first**: the on-device store is what your UI reads and writes, and the server reconciles changes asynchronously. This is a different mental model from request/response fetching with RTK Query.
+
+## What local-first means here
+
+In `@terreno/syncdb`, a TinyBase `MergeableStore` on the device is the **UI source of truth**. When a user taps "save," the mutation applies to local state immediately and lands in a durable outbox. The client then pushes the change to `@terreno/api` over the sync protocol (socket deltas with HTTP snapshot catch-up). The server remains the **authority** for permissions, validation, and conflict resolution — but the UI does not wait on the network for every write.
+
+There is no server-first mode and no opt-in flag: if you use syncdb, you adopt this model for every synced collection.
+
+## Mental model shift
+
+| Server-first (RTK Query) | Local-first (syncdb) |
+|--------------------------|----------------------|
+| UI reads from cache filled by HTTP | UI reads from the local store |
+| Writes call the API, then invalidate/refetch | Writes apply locally, then reconcile |
+| Loading spinners track request lifecycle | Sync status tracks outbox + connectivity |
+| Optimistic updates are manual and fragile | Optimistic state is the default path |
+| Conflicts are rare / ignored | Conflicts are explicit and must be resolved |
+
+Think **apply locally, then reconcile** instead of **request, wait, update cache**.
+
+## What you stop doing
+
+1. **Manual optimistic updates** — `onQueryStarted` patches, temporary IDs, and rollback logic for writes.
+2. **Write-level loading spinners** — `isLoading` on mutations for "saving…" UX; the row updates instantly.
+3. **Refetch orchestration** — `invalidatesTags`, `refetch()`, and list/detail cache coordination after mutations.
+4. **Treating the network as the read path** — list screens blocked on `isLoading` for every navigation.
+
+RTK Query remains appropriate for **non-synced** endpoints: `/auth/me`, admin RPC, AI routes, and anything that should stay request/response.
+
+## What you start doing
+
+1. **Conflict resolution UI** — When the server rejects a mutation (409 / `sync:nack`), the user must choose a strategy (`useServer` or `keepMine`). Use `ConflictSheet` from `@terreno/ui` or build your own with `useConflicts`.
+2. **Sync-status UX** — Surface offline state, queued mutations, and drain progress with `useSyncStatus` (and optionally `SyncStatusBanner`).
+3. **Encryption at rest (web)** — Web persistence uses AES-GCM via the default `createServerKeyProvider`; understand key fetch and `onDecryptFailure` for support flows.
+4. **Key lifecycle on logout** — Call `syncDb.stop()` and consider `wipeLocalData` when the authenticated user changes so one account does not read another's local store.
+5. **Backend sync registration** — Every synced collection needs `syncPlugin`, `isDeletedPlugin`, and a `sync` block on `modelRouter`, plus `SyncApp` and `RealtimeApp` on the server.
+
+## Tradeoffs
+
+**Gains:** instant UI, offline writes with a durable outbox, simpler screen code, and one write path on the server (sync and REST share `modelRouter`).
+
+**Costs:** larger conceptual surface (conflicts, sync status, local storage), mandatory replica-set MongoDB for realtime, and migration work for existing RTK Query screens.
+
+Server-first fetching is simpler when you only need online CRUD with no offline requirement — but Terreno's blessed path for collection data is local-first.
+
+## Related docs
+
+- [syncdb reference](../reference/syncdb.md) — API ground truth
+- [Migrate from RTK to syncdb](../how-to/migrate-rtk-to-syncdb.md) — step-by-step migration
+- [Authentication architecture](authentication.md) — Better Auth + socket sessions