@terreno/mcp 57.1.0 → 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/explanation/admin-plugin-frontend.md

@@ -10,3 +10,21 @@ flag home widgets, and Documents/AI custom screens. Hosts can override any ID th
 
 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/roadmap-seed-issues.md

@@ -481,16 +481,14 @@ dispatch — required by Stripe billing and by Twilio/Expo delivery status callb
 **Title:** `[Roadmap] Organizations, teams, and multi-tenant scoping`
 
 **Labels:** `area:api`, `type:feature`
-**Project fields:** Area=`api`, Target=`Next`, Impact=`Feature`, IP=`orgs-and-teams`, Status=`Planned`
+**Project fields:** Area=`api`, Target=`Next`, Impact=`Feature`, IP=`orgs-and-teams`, Status=`Superseded`
 
-Terreno's data model is per-user: `ownerId`, `OwnerQueryFilter`, and owner permissions.
-B2B apps need organizations. This adds Organization and Membership models, an org-context
-middleware, an `OrgQueryFilter` and org-scoping schema plugin for modelRouter, and
-membership-aware permission classes — the tenant analog of the existing owner stack.
-Invitations and the management UI are separate items.
+Superseded by `org-management-ui` (native orgs + RBAC + admin UI). Do not open new work
+from this item.
 
-- **Implementation plan:** [orgs-and-teams.md](https://github.com/FlourishHealth/terreno/blob/master/docs/implementationPlans/orgs-and-teams.md)
-- **Tasks:** [orgs-and-teams.md](https://github.com/FlourishHealth/terreno/blob/master/docs/tasks/orgs-and-teams.md)
+- **Implementation plan:** [orgs-and-teams.md](https://github.com/FlourishHealth/terreno/blob/master/docs/implementationPlans/orgs-and-teams.md) (superseded)
+- **Canonical IP:** [org-management-ui.md](https://github.com/FlourishHealth/terreno/blob/master/docs/implementationPlans/org-management-ui.md)
+- **Tasks:** [org-management-ui.md](https://github.com/FlourishHealth/terreno/blob/master/docs/tasks/org-management-ui.md)
 - **RTK flag:** None
 - **Depends on:** —
 
@@ -507,7 +505,7 @@ Replaces the binary `admin` flag + owner checks with a first-class RBAC module:
 permission vocabulary on Better Auth's access-control engine, DB-backed roles editable in
 the admin panel, document-level scopes, field-level views, and one `can()` check enforced
 across REST, websockets, MCP tools, and admin. An API design draft already exists;
-`orgs-and-teams` extends it with org-scoped grants.
+`org-management-ui` extends it with org-scoped membership grants (`org-admin` / `member`).
 
 - **Implementation plan:** [rbac-permissions.md](https://github.com/FlourishHealth/terreno/blob/master/docs/implementationPlans/rbac-permissions.md)
 - **Tasks:** *(TBD — design doc predates task split)*
@@ -530,25 +528,25 @@ billing can later enforce. Emails go through `@terreno/comms`.
 - **Implementation plan:** *(not yet written)*
 - **Tasks:** *(not yet written)*
 - **RTK flag:** None
-- **Depends on:** orgs-and-teams, comms-abstraction, comms-adapter-sendgrid
+- **Depends on:** org-management-ui, comms-abstraction, comms-adapter-sendgrid
 
 ---
 
 ## org-management-ui
 
-**Title:** `[Roadmap] Org switcher and member management screens`
+**Title:** `[Roadmap] Organizations as a first-class primitive (admin UI + RBAC)`
 
-**Labels:** `area:ui`, `type:feature`
-**Project fields:** Area=`ui`, Target=`Next`, Impact=`Feature`, IP=*(not yet written)*, Status=`Planned`
+**Labels:** `area:api`, `type:feature`
+**Project fields:** Area=`api`, Target=`Next`, Impact=`Feature`, IP=`org-management-ui`, Status=`Planned`
 
-The frontend counterpart of the tenancy track: an organization switcher, members list with
-roles, invite flow, and org settings screens in `@terreno/ui` + example-frontend, working
-on web and native.
+Native Organization and Membership models, RBAC (`org-admin`, `operator`, `superadmin`),
+and admin-panel directory / switcher / members / settings. Operators manage all orgs;
+org-admins manage only the current org. Invites and billing are design-only placeholders.
 
-- **Implementation plan:** *(not yet written)*
-- **Tasks:** *(not yet written)*
-- **RTK flag:** Partial — screens should target the syncdb data layer where available
-- **Depends on:** orgs-and-teams, rbac-permissions, invitations-and-seats
+- **Implementation plan:** [org-management-ui.md](https://github.com/FlourishHealth/terreno/blob/master/docs/implementationPlans/org-management-ui.md)
+- **Tasks:** [org-management-ui.md](https://github.com/FlourishHealth/terreno/blob/master/docs/tasks/org-management-ui.md)
+- **RTK flag:** Partial — admin screens use generated SDK / `useAdminApi`
+- **Depends on:** rbac-permissions
 
 ---
 
@@ -568,7 +566,7 @@ are a separate item.
 - **Implementation plan:** [billing-stripe.md](https://github.com/FlourishHealth/terreno/blob/master/docs/implementationPlans/billing-stripe.md)
 - **Tasks:** [billing-stripe.md](https://github.com/FlourishHealth/terreno/blob/master/docs/tasks/billing-stripe.md)
 - **RTK flag:** None
-- **Depends on:** orgs-and-teams, inbound-webhooks
+- **Depends on:** org-management-ui, inbound-webhooks
 
 ---
 
@@ -793,7 +791,7 @@ baseline.
 - **Implementation plan:** *(not yet written)*
 - **Tasks:** *(not yet written)*
 - **RTK flag:** None
-- **Depends on:** orgs-and-teams, native-module-baseline
+- **Depends on:** org-management-ui, native-module-baseline
 
 ---
 
@@ -830,7 +828,7 @@ B2B customers.
 - **Implementation plan:** *(not yet written)*
 - **Tasks:** *(not yet written)*
 - **RTK flag:** None
-- **Depends on:** orgs-and-teams
+- **Depends on:** org-management-ui
 
 ---
 

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

@@ -39,24 +39,27 @@ Substantial work is planned before coding. Quick rule (full table in
 The [`terreno-planning` plugin](../../plugins/README.md) drives the pipeline.
 
 **Grow** interviews in grilling rounds (one frontier of decisions per message, recommended
-answers, then wait). After the user confirms shared understanding it writes the two files
-and ends with a **15-line verify table** — destination, in/out, tracer, task graph, test
-seam — so a human can check the plan without rereading the IP.
+answers, then wait). It stays on a question until the answer is executable. After the user
+confirms shared understanding it writes the two files and ends with a **15-line verify
+index** (destination, in/out, tracer, task graph, test seam). When grilling produced
+human decisions, it lists **every** one in a Decisions table with no row cap. If there
+were none, that table is omitted.
 
 For a small feature, an outer loop may use the plugin's **feature profile**: a compact
 approved task contract, one fresh Pick invocation per frontier task, independent Roast,
 then Brew and bounded Taste iterations. This preserves the former Grind behavior without
 putting orchestration inside a lifecycle skill.
 
-1. **Grow** (`terreno-1-grow`) — grill, then write the IP + tracer-bullet task list; end with the 15-line verify table.
+1. **Grow** (`terreno-1-grow`) — grill until answers are executable, then write the IP + tracer-bullet task list; end with the 15-line verify index and a full Decisions table when any exist.
 2. **Pick** (`terreno-2-pick`) — implement one approved slice via TDD.
 3. **Roast** (`terreno-3-roast`) — independently verify the implementation against the IP.
 4. **Brew** (`terreno-4-brew`) — commit, push, open the PR.
 5. **Taste** (`terreno-5-taste`) — react once to current CI, mergeability, and review state.
 
 The outer loop owns stage selection, execution-state persistence, waiting, retries, and
-human/external escalation. Each stage emits the common machine-readable result described
-in [`plugins/terreno-planning/references/lifecycle-contract.md`](../../plugins/terreno-planning/references/lifecycle-contract.md).
+human/external escalation. Each stage emits the compact machine-readable result described
+in [`plugins/terreno-planning/references/lifecycle-contract.md`](../../plugins/terreno-planning/references/lifecycle-contract.md)
+(collapsed behind a Details toggle in chat and on the PR).
 
 You can also author an IP directly with the `ip` skill; both produce the same two files.
 

package/src/docs/versioned/next/implementationPlans/agentic-sdlc-plugin.md

@@ -53,11 +53,12 @@ This is a refactor of the existing strong workflow, not a parallel implementatio
 | AP3 | Canonical stages are Grow, Pick, Roast, Brew, Taste |
 | AP4 | Stages discover supporting skills by description; exact skill names are never universal dependencies |
 | AP5 | Taste is one observe/act/emit iteration; the outer loop owns waiting and reinvocation |
-| AP6 | Shared results use stable YAML shaped by JSON Schema; statuses are `PASS`, `FAIL`, `BLOCKED`, `PENDING` |
+| AP6 | Shared results use compact `v: 2` YAML; required keys are `v`, `stage`, `status`, `next`, `action`; empty keys are omitted; YAML is collapsed for humans |
 | AP7 | Existing repository state convention wins; fallback reuses loop-owned `.terreno/pipeline/<slug>.json`, not committed by default |
 | AP8 | Brew emits PR/head state and exits; direct Taste invocation is standalone compatibility only |
 | AP9 | No deprecated command aliases: old implementation-Roast conflicts with new verification-Roast and no maintained alias mechanism exists |
 | AP10 | Plugin major version is `2.0.0` because lifecycle semantics and command names are breaking |
+| AP11 | Grow lists every grilled decision in an unbounded Decisions table after the 15-line index, or omits the table when there were none; grilling stays on a question until the answer is executable |
 
 ## Architecture
 
@@ -95,9 +96,10 @@ This is a refactor of the existing strong workflow, not a parallel implementatio
 
 ## Shared result contract
 
-Every stage emits the same concise YAML keys: schema version, stage/status, IP/task,
-attempt, branch/head/PR, supporting skills, completed work, checks, artifacts, failures,
-blockers, decisions required, next stage/action, and optional next-check interval.
+Every stage emits compact `v: 2` YAML: required `v`, `stage`, `status`, `next`, `action`;
+optional `ip`, `task`, `attempt`, `branch`, `sha`, `pr`, `skills`, `done`, `checks`,
+`artifacts`, `fail`, `block`, `ask`, `wait`. Omit nulls and empty arrays. Humans see
+`status` / `next` / `action`; the YAML is collapsed in chat and in the PR Details toggle.
 
 Schemas:
 
@@ -109,8 +111,9 @@ No reasoning transcript is persisted.
 ## Execution state
 
 The IP owns design/scope; tasks own executable slices. State stores only current
-stage/attempt/head/PR, prior structured result, artifacts, attempted approaches, and next
-transition. The outer loop preserves/transports it between fresh invocations.
+stage/attempt/head/PR, prior structured result (`last`), artifacts, attempted approaches
+(`tried`), and next transition. The outer loop preserves/transports it between fresh
+invocations.
 
 State files are excluded from Brew commits unless a repository explicitly tracks them.
 After a PR exists, each Taste invocation also reconstructs current truth from the PR and
@@ -121,8 +124,10 @@ current head rather than trusting stale state.
 ### Grow
 
 Researches repository facts, distinguishes human decisions from discoverable facts and
-low-risk conventional details, grills only genuine decisions, then writes approved,
-implementation-ready IP/tasks. Every acceptance criterion maps to verification.
+low-risk conventional details, grills until each answer is executable, then writes
+approved, implementation-ready IP/tasks. Every acceptance criterion maps to verification.
+Approval shows a 15-line index plus a full Decisions table when any grilled decisions
+exist.
 
 ### Pick
 

package/src/docs/versioned/next/implementationPlans/b2b-platform-program.md

@@ -32,7 +32,7 @@ org switcher, dark mode).
 
 | Track | Theme | IPs / roadmap items |
 |---|---|---|
-| A | Tenancy & access | `orgs-and-teams`, `rbac-permissions` (Complete), `invitations-and-seats`, `org-management-ui` |
+| A | Tenancy & access | `org-management-ui` (supersedes `orgs-and-teams`), `rbac-permissions` (Complete), `invitations-and-seats` |
 | C | Communications (pluggable) | `comms-abstraction`, one item **per adapter**: `comms-adapter-expo-push` (first push adapter, per D4), `comms-adapter-twilio-sms`, `comms-adapter-twilio-verify`, `comms-adapter-sendgrid` (first mail adapter, per D2); operations: `comms-admin-dashboard`; consumers: `password-reset-and-email-verification`, `notification-center` |
 | B | Billing | `inbound-webhooks`, `billing-stripe` (web-first, per D1), `mobile-iap-revenuecat` (Future) |
 | D | Zero-to-deployed DX | `create-terreno-app`, `mongo-migrations` (deploy items already exist in the OSS launch program) |
@@ -42,7 +42,7 @@ org switcher, dark mode).
 
 ## Sequencing
 
-1. **Foundations first:** `comms-abstraction` and `orgs-and-teams` are independent and both
+1. **Foundations first:** `comms-abstraction` and `org-management-ui` are independent and both
    unblock most of the program. `inbound-webhooks` lands before billing and before comms
    delivery callbacks.
 2. **Close the auth hole early:** `password-reset-and-email-verification` ships as soon as
@@ -100,12 +100,13 @@ All decisions resolved by the maintainer on 2026-08-09:
 | [comms-adapter-sendgrid](comms-adapter-sendgrid.md) | In progress (Phase 1) | [tasks](../tasks/comms-adapter-sendgrid.md) |
 | [comms-admin-dashboard](comms-admin-dashboard.md) | Draft | [tasks](../tasks/comms-admin-dashboard.md) |
 | [password-reset-and-email-verification](password-reset-and-email-verification.md) | Draft | [tasks](../tasks/password-reset-and-email-verification.md) |
-| [orgs-and-teams](orgs-and-teams.md) | Draft | [tasks](../tasks/orgs-and-teams.md) |
+| [orgs-and-teams](orgs-and-teams.md) | Superseded by [org-management-ui](org-management-ui.md) | — |
+| [org-management-ui](org-management-ui.md) | Draft — awaiting approval | [tasks](../tasks/org-management-ui.md) |
 | [billing-stripe](billing-stripe.md) | Draft | [tasks](../tasks/billing-stripe.md) |
 | [native-module-baseline](native-module-baseline.md) | Draft | [tasks](../tasks/native-module-baseline.md) |
 | [rbac-permissions](rbac-permissions.md) | Complete (PR #932) | — |
 
-Remaining items (`inbound-webhooks`, `invitations-and-seats`, `org-management-ui`,
+Remaining items (`inbound-webhooks`, `invitations-and-seats`,
 `notification-center`, `framework-audit-log`, `rate-limiting`, `job-queues`, …) get IPs as
 they approach the top of the queue.
 

package/src/docs/versioned/next/implementationPlans/billing-stripe.md

@@ -7,7 +7,7 @@
 **Owner:** unassigned
 **Created:** 2026-08-09
 **Program:** [B2B platform](b2b-platform-program.md)
-**Depends on:** [orgs-and-teams](orgs-and-teams.md), inbound-webhooks (IP pending — hard dependency for Phase 3)
+**Depends on:** [org-management-ui](org-management-ui.md), inbound-webhooks (IP pending — hard dependency for Phase 3)
 **RTK deprecation flag:** None for the backend; the two screens in Phase 4 follow whatever
 data layer example-frontend uses at that time
 
@@ -101,8 +101,8 @@ active/trialing/past_due/canceled/…), `currentPeriodEnd` (date), `cancelAtPeri
 ## UI
 
 Phase 4, kept deliberately thin: a plan-picker screen (`GET /billing/plans` + checkout
-redirect) and a billing settings card (current plan, status, portal link) in
-example-frontend; org-management surfaces integrate later via `org-management-ui`.
+redirect) and a billing settings card (current plan, status, portal link). Admin org
+settings show a billing placeholder until this IP ships (see `org-management-ui`).
 
 ## Phases
 

package/src/docs/versioned/next/implementationPlans/migrate-cicd-to-circleci-research.md

@@ -38,7 +38,7 @@ Investigate what “migrate all CI/CD to CircleCI” means for Terreno: inventor
 
 ### Shared CI patterns
 
-1. `oven-sh/setup-bun@v2` (`bun-version: latest`, sometimes pinned `1.3.10` for EAS)
+1. `oven-sh/setup-bun@v2` (`bun-version: latest`, sometimes pinned `1.4.0` for EAS)
 2. `actions/cache` on `~/.bun/install/cache` keyed by OS + ref + lockfile
 3. `bun install --frozen-lockfile` then package `lint` / `compile` / `test(:coverage|:ci)`
 4. Mongo via `supercharge/mongodb-github-action` (image `mirror.gcr.io/library/mongo`) for api/ai/example-backend/e2e