filegrc 0.15.0 → 0.15.2

package/src/web.js

@@ -1,4 +1,5 @@
 import { createResourceId } from "./id.js";
+import { selectDefaultAudit } from "./audit-selection.js";
 import { MODEL_CAPABILITY_VERSIONS } from "../model/index.js";
 import {
   calendarOccurrence,
@@ -14,12 +15,20 @@ import { formatCalendarDate, formatLocalDateTime } from "./time.js";
 
 export function dashboardProgramReadiness(programReadiness = {}) {
   const progress = programReadiness.progress || {};
-  const lifecycle = programReadiness.operating
-    ? { status: "Operating", tone: "good" }
-    : programReadiness.evidenceReady
-      ? { status: "Evidence ready", tone: "good" }
-      : { status: "Needs work", tone: "warn" };
+  const lifecycle = progress.mode === "operating-window"
+    ? {
+        status: progress.status || (programReadiness.operating ? "Operating" : "Needs attention"),
+        tone: programReadiness.operating ? "good" : "warn"
+      }
+    : programReadiness.operating
+      ? { status: "Operating", tone: "good" }
+      : programReadiness.evidenceReady
+        ? { status: progress.status || "Evidence ready", tone: "good" }
+        : { status: progress.status || "Needs work", tone: "warn" };
   return {
+    mode: progress.mode || "setup-progress",
+    label: progress.label || "Program setup",
+    detail: progress.detail || `${progress.complete ?? 0} of ${progress.total ?? 0} required actions complete.`,
     percent: progress.percent ?? 0,
     complete: progress.complete ?? 0,
     total: progress.total ?? 0,
@@ -27,6 +36,23 @@ export function dashboardProgramReadiness(programReadiness = {}) {
   };
 }
 
+export function workflowHrefBelongsToPage(destination = {}, href = "") {
+  const route = String(href).split("?")[0];
+  if (!route) return false;
+  if (destination.href === "#/policies") {
+    return ["policy", "document", "training"].some((type) => route.startsWith(`#/resource/${type}/`));
+  }
+  if (destination.type) {
+    return route === `#/resources/${destination.type}` || route.startsWith(`#/resource/${destination.type}/`);
+  }
+  return route === String(destination.href || "").split("?")[0];
+}
+
+export function pageActionIdentity(href = "", fallback = "") {
+  const route = String(href).split("?")[0];
+  return route.startsWith("#/resource/") ? route : fallback || href;
+}
+
 export function renderIndex(state = null) {
   const snapshot = state
     ? `<script id="filegrc-data" type="application/json">${safeJson(state)}</script>`
@@ -71,6 +97,9 @@ let READINESS_STAGES = SHARED_PROGRAM_STAGES.map((stage) => ({
 }));
 const RESOURCE_GUIDE_INSTRUCTIONS = ${JSON.stringify(RESOURCE_INSTRUCTIONS)};
 const dashboardProgramReadiness = ${dashboardProgramReadiness.toString()};
+const workflowHrefBelongsToPage = ${workflowHrefBelongsToPage.toString()};
+const pageActionIdentity = ${pageActionIdentity.toString()};
+const selectDefaultAudit = ${selectDefaultAudit.toString()};
 const STAGE_PAGE_SUMMARIES = ${JSON.stringify({
   ...RESOURCE_PAGE_SUMMARIES,
   "utility:evidence-sources": "Check that each Control has an authoritative, retrievable evidence source.",
@@ -93,6 +122,7 @@ let onboardingPendingDraft = false;
 const resourceDetailRequests = new Map();
 const stateSectionRequests = new Map();
 let resourceGuideCleanup = null;
+let recordOverflowCleanup = null;
 let repositorySyncPollTimer = null;
 let repositorySyncPollInFlight = false;
 let mutationStateRefreshInFlight = false;
@@ -165,6 +195,8 @@ function handleRouteChange() {
 function render() {
   resourceGuideCleanup?.();
   resourceGuideCleanup = null;
+  recordOverflowCleanup?.();
+  recordOverflowCleanup = null;
   const previousNavigation = root.querySelector(".sidebar-nav");
   if (previousNavigation) navigationScrollTop = previousNavigation.scrollTop;
   const route = parseRoute();
@@ -460,8 +492,16 @@ function topbarProgramReadiness() {
     return '<a class="topbar-readiness' + (loading ? ' is-loading' : '') + '" href="#/"' + (loading ? ' aria-busy="true"' : '') + '><span class="topbar-readiness-copy"><span>Program readiness</span><strong>' + label + '</strong></span><span class="progress" aria-hidden="true"><span style="width:0%"></span></span></a>';
   }
   const progress = dashboardProgramReadiness(state.programReadiness);
-  const detail = progress.complete + " of " + progress.total + " readiness items complete";
-  return '<a class="topbar-readiness" href="' + nextProgramStageHref() + '" aria-label="' + esc("Program readiness: " + progress.percent + "%. " + detail + ". " + progress.status + ".") + '"><span class="topbar-readiness-copy"><span>Program readiness</span><strong>' + progress.percent + '%</strong></span><span class="progress" aria-hidden="true"><span style="width:' + progress.percent + '%"></span></span></a>';
+  const setupRemaining = state.programReadiness.setupProgress?.remaining || 0;
+  const setupRegression = progress.mode === "operating-window" && setupRemaining > 0;
+  const href = progress.mode === "operating-window" && !setupRegression ? "#/stage/run" : nextProgramStageHref();
+  const label = setupRegression
+    ? progress.label + " · " + setupRemaining + " setup " + (setupRemaining === 1 ? "action" : "actions")
+    : progress.label;
+  const detail = setupRegression
+    ? progress.detail + " " + setupRemaining + " required setup " + (setupRemaining === 1 ? "action also needs" : "actions also need") + " attention."
+    : progress.detail;
+  return '<a class="topbar-readiness" href="' + href + '" aria-label="' + esc(label + ": " + progress.percent + "%. " + detail + " " + progress.status + ".") + '"><span class="topbar-readiness-copy"><span>' + esc(label) + '</span><strong>' + progress.percent + '%</strong></span><span class="progress" aria-hidden="true"><span style="width:' + progress.percent + '%"></span></span></a>';
 }
 
 function repositoryStatusTone(status) {
@@ -599,7 +639,11 @@ function renderRetentionSchedulePage(main, params = new URLSearchParams()) {
   const documentEntry = documentEntries.length === 1 ? documentEntries[0] : null;
   const rows = resourcesOfType("retention-schedule-item")
     .sort((left, right) => left.record.title.localeCompare(right.record.title));
-  const activeRows = rows.filter(({ record }) => record.status === "active").length;
+  const completedProposalIds = new Set(state.programReadiness?.stages
+    ?.find(({ id }) => id === "policies")
+    ?.items.filter(({ id, status }) => id.startsWith("retention-rule-") && status === "complete")
+    .map(({ id }) => id.slice("retention-rule-".length)) || []);
+  const proposedRows = rows.filter(({ record }) => completedProposalIds.has(record.id)).length;
   const documentReadiness = documentEntry ? retentionScheduleDocumentReadiness(documentEntry.record.id) : null;
   const documentReady = documentEntries.length === 1 && documentReadiness?.status === "complete";
   const documentAction = documentEntry
@@ -616,7 +660,10 @@ function renderRetentionSchedulePage(main, params = new URLSearchParams()) {
         const cutoff = retentionCutoffLabel(record.cutoff);
         const period = retentionPeriodLabel(record.retentionPeriod);
         const action = record.dispositionAction ? properCase(record.dispositionAction) : "Not selected";
-        return '<tr data-retention-row data-history="' + (["superseded", "retired"].includes(record.status) ? "true" : "false") + '"><td data-label="Rule" data-primary-field><a class="record-title" href="#/resource/retention-schedule-item/' + encodeURIComponent(record.id) + '?stage=policies">' + esc(record.title) + '</a><small>' + esc(record.description || record.id) + '</small></td><td data-label="Information types">' + esc(informationTypes) + '</td><td data-label="Scope">' + esc(scope) + '</td><td data-label="Retention"><strong>' + esc(period) + '</strong><small>From ' + esc(cutoff) + '</small></td><td data-label="Disposition">' + esc(action) + '</td><td data-label="Status">' + formatValue(displayStatus(record), "status", record.type, true) + '</td><td data-label="Next action">' + recordWorkflowCell("retention-schedule-item", entry, "?stage=policies") + '</td></tr>';
+        const status = record.status === "active" && state.collectionReviews?.["retention-schedule-item"]?.status !== "current"
+          ? "proposed"
+          : displayStatus(record);
+        return '<tr data-retention-row data-history="' + (["superseded", "retired"].includes(record.status) ? "true" : "false") + '"><td data-label="Rule" data-primary-field><a class="record-title" href="#/resource/retention-schedule-item/' + encodeURIComponent(record.id) + '?stage=policies">' + esc(record.title) + '</a><small>' + esc(record.description || record.id) + '</small></td><td data-label="Information types">' + esc(informationTypes) + '</td><td data-label="Scope">' + esc(scope) + '</td><td data-label="Retention"><strong>' + esc(period) + '</strong><small>From ' + esc(cutoff) + '</small></td><td data-label="Disposition">' + esc(action) + '</td><td data-label="Status">' + formatValue(status, "status", record.type, true) + '</td><td data-label="Next action">' + recordWorkflowCell("retention-schedule-item", entry, "?stage=policies") + '</td></tr>';
       }).join("")
     : '<tr><td colspan="7">' + empty("No retention rules are needed until an actual information use requires one.") + '</td></tr>';
   const add = state.readOnly ? "" : '<button class="button primary" type="button" data-add-retention-row>Add schedule row</button>';
@@ -625,12 +672,12 @@ function renderRetentionSchedulePage(main, params = new URLSearchParams()) {
   const showHistory = params.get("history") === "1";
   const tableTools = '<div class="retention-table-tools"><label><span class="sr-only">Filter schedule rows</span><input type="search" data-retention-search placeholder="Filter schedule rows" value="' + esc(initialFilter) + '"></label><label class="history-toggle"><input type="checkbox" data-retention-history ' + (showHistory ? "checked" : "") + '> Show retired</label></div>';
   main.innerHTML = '<div class="page retention-schedule-page"><nav class="breadcrumbs"><a href="#/stage/policies">Step 2</a><span>/</span><span>Data Retention Schedule</span></nav>' +
-    '<div class="page-intro"><div><p class="kicker">Step 2</p><div class="page-title-line"><h2>Data Retention Schedule</h2>' + guideTrigger + '</div><p>Define the retention rules management has approved. Step 3 checks whether implemented systems and evidence sources follow them.</p></div><div class="actions">' + documentAction + add + '</div></div>' + resourceGuide("retention-schedule-item") +
-    '<div class="retention-summary"><div><span class="retention-summary-label">Governing document</span>' + documentSummary + '</div><div><span class="retention-summary-label">Schedule revision</span><span><strong>' + activeRows + ' active ' + pluralize("row", activeRows) + '</strong><small>Document and rows are approved together</small></span><span class="badge ' + (state.collectionReviews?.["retention-schedule-item"]?.status === "current" ? "good" : "warn") + '">' + (state.collectionReviews?.["retention-schedule-item"]?.status === "current" ? "Approved" : "Approval needed") + '</span></div></div>' +
-    '<section class="retention-rows"><div class="section-head"><div><p class="kicker">Structured schedule</p><h2>Schedule rows</h2><p>Add a row when an Information Type and its operational scope need a distinct cutoff, period, or disposition rule.</p></div>' + tableTools + '</div><div class="record-table-wrap"><table class="record-table"><thead><tr><th>Rule</th><th>Information types</th><th>Scope</th><th>Retention</th><th>Disposition</th><th>Status</th><th>Next action</th></tr></thead><tbody>' + rowHtml + '</tbody></table></div><p class="retention-filter-empty" data-retention-empty hidden>No schedule rows match this filter.</p><p class="retention-row-count" data-retention-count aria-live="polite"></p></section>' +
+    '<div class="page-intro"><div><p class="kicker">Step 2</p><div class="page-title-line"><h2>Data Retention Schedule</h2>' + guideTrigger + '</div><p>Owners finish each proposed retention row first. A separate reviewer then approves the complete document and all proposed rows once.</p></div><div class="actions">' + documentAction + add + '</div></div>' + resourceGuide("retention-schedule-item") +
+    '<div class="retention-summary"><div><span class="retention-summary-label">Governing document</span>' + documentSummary + '</div><div><span class="retention-summary-label">Schedule revision</span><span><strong>' + proposedRows + ' completed ' + pluralize("proposal", proposedRows) + '</strong><small>Final approval follows every row proposal</small></span><span class="badge ' + (state.collectionReviews?.["retention-schedule-item"]?.status === "current" ? "good" : "warn") + '">' + (state.collectionReviews?.["retention-schedule-item"]?.status === "current" ? "Approved" : "Approval needed") + '</span></div></div>' +
+    '<section class="retention-rows"><div class="section-head"><div><p class="kicker">Structured schedule</p><h2>Schedule rows</h2><p>Add a row when an Information Type and its operational scope need a distinct cutoff, period, or disposition rule.</p></div>' + tableTools + '</div><div class="record-table-wrap"><table class="record-table"><thead><tr><th>Rule</th><th>Information types</th><th>Scope</th><th>Retention</th><th>Disposition</th><th>Status</th><th>Next action</th></tr></thead><tbody>' + rowHtml + '</tbody></table></div><p class="retention-filter-empty" data-retention-empty hidden>No schedule rows match this filter.</p><p class="retention-row-count" data-retention-count aria-live="polite"></p><nav class="pagination retention-pagination" aria-label="Data Retention Schedule pages" hidden><button class="button" type="button" data-retention-page="previous">Previous</button><span class="page-status" aria-live="polite"></span><button class="button" type="button" data-retention-page="next">Next</button></nav></section>' +
     renderRetentionScheduleIssues() + collectionReviewPanel("retention-schedule-item", true) + '</div>';
   resourceGuideCleanup = setupResourceGuide(main);
-  wireRetentionScheduleTable(rows.length);
+  wireRetentionScheduleTable(rows.length, Number(params.get("page")) || 1);
   main.querySelector("[data-review-collection]")?.addEventListener("click", () => openCollectionReviewDialog("retention-schedule-item"));
   main.querySelector("[data-add-retention-document]")?.addEventListener("click", () => openEditor("document", null, {
     seed: {
@@ -649,7 +696,7 @@ function renderRetentionSchedulePage(main, params = new URLSearchParams()) {
     const seed = {
       ...(params.get("title") ? { title: params.get("title") } : {}),
       ...(params.get("informationTypeId") ? { informationTypeIds: [params.get("informationTypeId")] } : {}),
-      ...(params.get("scopeResourceId") ? { scopeResourceIds: [params.get("scopeResourceId")] } : {}),
+      ...(params.getAll("scopeResourceId").length ? { scopeResourceIds: params.getAll("scopeResourceId") } : {}),
       ...(params.get("scheduleDocumentId") ? { scheduleDocumentId: params.get("scheduleDocumentId") } : {})
     };
     history.replaceState(null, "", "#/retention-schedule");
@@ -668,54 +715,61 @@ function openRetentionScheduleItemEditor(seed = {}) {
       ...(scheduleDocuments.length === 1 ? { scheduleDocumentId: scheduleDocuments[0].record.id } : {}),
       ...seed
     },
-    description: "Define one retention decision. Keep it planned until its scope, cutoff, period, disposition, sources, and approval are complete.",
+    description: "Define one retention decision. Keep it planned until its scope, cutoff, period, disposition, sources, owner review, and current revision bindings are complete.",
     saveLabel: "Save schedule row"
   });
 }
 
-function wireRetentionScheduleTable(total) {
+function wireRetentionScheduleTable(total, initialPage = 1) {
   const table = root.querySelector(".retention-rows");
   if (!table) return;
   const search = table.querySelector("[data-retention-search]");
   const historyToggle = table.querySelector("[data-retention-history]");
   const count = table.querySelector("[data-retention-count]");
   const noResults = table.querySelector("[data-retention-empty]");
+  const pagination = table.querySelector(".retention-pagination");
+  const pageStatus = pagination.querySelector(".page-status");
+  const previous = pagination.querySelector('[data-retention-page="previous"]');
+  const next = pagination.querySelector('[data-retention-page="next"]');
+  let pageNumber = Number.isInteger(initialPage) && initialPage > 0 ? initialPage : 1;
   const filter = () => {
     const query = search.value.trim().toLowerCase();
-    let visible = 0;
-    table.querySelectorAll("[data-retention-row]").forEach((row) => {
-      const show = (historyToggle.checked || row.dataset.history !== "true")
-        && (!query || row.textContent.toLowerCase().includes(query));
-      row.hidden = !show;
-      if (show) visible += 1;
-    });
-    noResults.hidden = visible !== 0 || total === 0;
-    count.textContent = visible + " of " + total + " " + pluralize("row", total);
+    const filtered = [...table.querySelectorAll("[data-retention-row]")].filter((row) => (
+      (historyToggle.checked || row.dataset.history !== "true")
+        && (!query || row.textContent.toLowerCase().includes(query))
+    ));
+    const totalPages = Math.max(1, Math.ceil(filtered.length / LIST_PAGE_SIZE));
+    pageNumber = Math.min(pageNumber, totalPages);
+    const start = (pageNumber - 1) * LIST_PAGE_SIZE;
+    const visible = new Set(filtered.slice(start, start + LIST_PAGE_SIZE));
+    table.querySelectorAll("[data-retention-row]").forEach((row) => { row.hidden = !visible.has(row); });
+    noResults.hidden = filtered.length !== 0 || total === 0;
+    const firstVisible = filtered.length ? start + 1 : 0;
+    const lastVisible = Math.min(start + LIST_PAGE_SIZE, filtered.length);
+    count.textContent = firstVisible + "–" + lastVisible + " of " + filtered.length + " " + pluralize("row", filtered.length) + (filtered.length === total ? "" : " · " + total + " total");
+    pagination.hidden = totalPages === 1;
+    pageStatus.textContent = "Page " + pageNumber + " of " + totalPages;
+    previous.disabled = pageNumber === 1;
+    next.disabled = pageNumber === totalPages;
   };
   const updateLocation = () => {
     const params = new URLSearchParams();
     if (search.value.trim()) params.set("q", search.value.trim());
     if (historyToggle.checked) params.set("history", "1");
+    if (pageNumber > 1) params.set("page", String(pageNumber));
     history.replaceState(null, "", "#/retention-schedule" + (params.size ? "?" + params : ""));
   };
-  search.addEventListener("input", () => { filter(); updateLocation(); });
-  historyToggle.addEventListener("change", () => { filter(); updateLocation(); });
+  search.addEventListener("input", () => { pageNumber = 1; filter(); updateLocation(); });
+  historyToggle.addEventListener("change", () => { pageNumber = 1; filter(); updateLocation(); });
+  previous.addEventListener("click", () => { pageNumber -= 1; filter(); updateLocation(); });
+  next.addEventListener("click", () => { pageNumber += 1; filter(); updateLocation(); });
   filter();
 }
 
 function renderRetentionScheduleIssues() {
-  const items = retentionReviewItems("policies", false);
-  const plannedRows = resourcesOfType("retention-schedule-item")
-    .filter(({ record }) => record.status === "planned")
-    .map(({ record }) => ({
-      id: "planned-" + record.id,
-      title: "Complete or retire " + record.title,
-      message: "Planned rows are excluded from the approved schedule. Finish this decision or retire the row before schedule approval.",
-      href: '#/resource/retention-schedule-item/' + encodeURIComponent(record.id) + '?stage=policies'
-    }));
-  const actions = [...plannedRows, ...items.filter((item) => (
-    item.status === "action" && item.id !== "collection-review-retention-schedule-item"
-  ))];
+  const actions = retentionSchedulePageItems().filter((item) => (
+    item.id !== "collection-review-retention-schedule-item"
+  ));
   if (!actions.length) return "";
   return '<section class="retention-issues"><div class="section-head"><div><p class="kicker">Before approval</p><h2>Items to resolve</h2></div></div><div class="retention-issue-list">' + actions.map((item) => {
     const href = item.href || (item.id?.startsWith("retention-use-")
@@ -728,9 +782,16 @@ function renderRetentionScheduleIssues() {
 }
 
 function retentionScheduleDocumentReadiness(documentId) {
-  return state.programReadiness?.stages
-    ?.find(({ id }) => id === "policies")
-    ?.items.find(({ id }) => id === "document-approval-" + documentId) || null;
+  const documentIssueCodes = new Set([
+    "missing-retention-schedule-document",
+    "multiple-retention-schedule-documents",
+    "incomplete-retention-schedule-document"
+  ]);
+  const issue = state.collectionReviews?.["retention-schedule-item"]?.approvalIssues
+    ?.find(({ code }) => documentIssueCodes.has(code));
+  return issue
+    ? { status: "action", message: issue.message }
+    : { status: "complete", message: "The document proposal is complete. Final approval follows all completed row proposals." };
 }
 
 function referenceTitle(id) {
@@ -888,7 +949,7 @@ function renderDocumentActivationAssessments() {
 
 function renderAuditDocumentActivationAssessments() {
   const audits = resourcesOfType("audit").map(({ record }) => record);
-  const audit = audits.find(({ status }) => !["complete", "closed", "canceled"].includes(status)) || audits[0];
+  const audit = selectDefaultAudit(audits, state.programReadiness?.asOf || currentDate());
   const preparation = audit ? state.auditPreparations?.[audit.id] : null;
   const assessments = preparation?.documentActivations || [];
   if (!audit || !assessments.length) return "";
@@ -1131,27 +1192,34 @@ function collectionReviewPanel(type, force = false) {
   const current = assessment.status === "current";
   const scheduleReview = type === "retention-schedule-item" && modelSupports("retention-schedule-approval");
   const scheduleBlocker = scheduleReview ? retentionScheduleApprovalBlocker() : null;
+  const proposalBlocker = assessment.incompleteRecordProposals?.length
+    ? "Complete " + assessment.incompleteRecordProposals.length + " record " + (assessment.incompleteRecordProposals.length === 1 ? "proposal" : "proposals") + " before the collection review."
+    : null;
+  const reviewBlocker = scheduleBlocker || proposalBlocker;
   const needsFirstRecord = collectionNeedsFirstRecord(type);
   const reviewerNames = (assessment.review?.reviewedByIds || [])
     .map((id) => state.resources.find(({ record }) => record.id === id)?.record.title || id);
   const reviewNote = assessment.review?.rationale
     ? " Note: " + esc(assessment.review.rationale)
     : "";
-  const reviewSummary = current && !scheduleBlocker
+  const reviewSummary = current && !reviewBlocker
     ? '<p class="collection-review-result"><strong>' + esc(properCase(assessment.review.decision)) + '</strong><span>Reviewed ' + esc(formatCalendarDate(assessment.review.reviewedOn)) + (reviewerNames.length ? " by " + esc(reviewerNames.join(", ")) : "") + "." + reviewNote + '</span></p>'
-    : '<p class="collection-review-result"><strong>' + (scheduleBlocker ? "Complete schedule first" : needsFirstRecord ? "Records required" : assessment.status === "stale" ? "Review again" : "Review required") + '</strong><span>' + esc(scheduleBlocker || assessment.message) + '</span></p>';
-  const compactReviewSummary = current && !scheduleBlocker
+    : '<p class="collection-review-result"><strong>' + (scheduleBlocker ? "Complete schedule first" : proposalBlocker ? "Complete proposals first" : needsFirstRecord ? "Records required" : assessment.status === "stale" ? "Review again" : "Review required") + '</strong><span>' + esc(reviewBlocker || assessment.message) + '</span></p>';
+  const compactReviewSummary = current && !reviewBlocker
     ? '<p class="collection-review-result"><strong>' + esc(properCase(assessment.review.decision)) + '</strong><span>Reviewed ' + esc(formatCalendarDate(assessment.review.reviewedOn)) + (reviewerNames.length ? " by " + esc(reviewerNames.join(", ")) : "") + ".</span></p>"
     : reviewSummary;
   const action = state.readOnly
     ? ""
-    : scheduleBlocker
-      ? '<button class="button" type="button" disabled title="' + esc(scheduleBlocker) + '">Review and approve schedule</button>'
+    : reviewBlocker
+      ? '<button class="button" type="button" disabled title="' + esc(reviewBlocker) + '">' + (scheduleReview ? "Review and approve schedule" : "Review and confirm") + '</button>'
     : needsFirstRecord
       ? '<a class="button primary" href="#/resources/' + encodeURIComponent(type) + '?new=1">Add first ' + esc(state.model.resources[type].title.toLowerCase()) + '</a>'
       : '<button class="button ' + (current ? "" : "primary") + '" type="button" data-review-collection="' + esc(type) + '">' + (current ? scheduleReview ? "Approve a new revision" : "Review again" : scheduleReview ? "Review and approve schedule" : "Review and confirm") + '</button>';
-  const status = scheduleBlocker ? "Not ready" : current ? "Reviewed" : needsFirstRecord ? "Records required" : assessment.status === "stale" ? "Stale" : "Review required";
-  const details = '<details ' + (current ? 'class="collection-review-details"' : "open") + '><summary>' + (current ? scheduleReview ? "Show approved revision" : "Show scope confirmation" : "What to review") + '</summary><div class="collection-review-detail-content"><div class="collection-review-head"><div><p class="kicker">' + (scheduleReview ? "Schedule approval" : "Scope confirmation") + '</p><h3>' + esc(configuration.title) + '</h3><p>' + esc(configuration.description) + '</p></div><span class="badge ' + (current ? "good" : "warn") + '">' + status + '</span></div><ul>' + configuration.reviewPoints.map((point) => '<li>' + esc(point) + '</li>').join("") + '</ul>' + (current ? reviewSummary : "") + '</div></details>';
+  const status = reviewBlocker ? "Not ready" : current ? "Reviewed" : needsFirstRecord ? "Records required" : assessment.status === "stale" ? "Stale" : "Review required";
+  const proposalSummary = assessment.recordProposals?.length
+    ? '<p class="collection-review-proposal-summary"><strong>' + assessment.recordProposals.filter(({ complete }) => complete).length + ' of ' + assessment.recordProposals.length + ' record proposals complete.</strong> The collection review follows every proposal.</p>'
+    : "";
+  const details = '<details ' + (current ? 'class="collection-review-details"' : "open") + '><summary>' + (current ? scheduleReview ? "Show approved revision" : "Show scope confirmation" : "What to review") + '</summary><div class="collection-review-detail-content"><div class="collection-review-head"><div><p class="kicker">' + (scheduleReview ? "Schedule approval" : "Scope confirmation") + '</p><h3>' + esc(configuration.title) + '</h3><p>' + esc(configuration.description) + '</p></div><span class="badge ' + (current ? "good" : "warn") + '">' + status + '</span></div>' + proposalSummary + '<ul>' + configuration.reviewPoints.map((point) => '<li>' + esc(point) + '</li>').join("") + '</ul>' + (current ? reviewSummary : "") + '</div></details>';
   const summary = current
     ? '<div class="collection-review-current-row"><div class="collection-review-complete-summary"><span class="kicker">' + (scheduleReview ? "Approved schedule" : "Scope confirmation") + '</span>' + compactReviewSummary + '</div>' + details + action + '</div>'
     : details;
@@ -1170,15 +1238,8 @@ function retentionScheduleApprovalBlocker() {
   const document = documents.length === 1 ? documents[0] : null;
   if (documents.length > 1) return "Keep exactly one current program Data Retention Schedule document before approval.";
   if (!document) return "Add the governing Data Retention Schedule document first.";
-  if (!["approved", "active"].includes(document.status) || !document.approvedOn || !document.approvedContentRevisions) {
-    return "Approve the governing document and bind its exact Markdown revision first.";
-  }
-  const documentReadiness = retentionScheduleDocumentReadiness(document.id);
-  if (documentReadiness?.status !== "complete") {
-    return documentReadiness?.message || "Complete the governing document before approving the schedule.";
-  }
-  const planned = resourcesOfType("retention-schedule-item").find(({ record }) => record.status === "planned")?.record;
-  if (planned) return "Complete or retire the planned row: " + planned.title + ".";
+  const approvalIssue = state.collectionReviews?.["retention-schedule-item"]?.approvalIssues?.[0];
+  if (approvalIssue) return approvalIssue.message;
   const incomplete = retentionReviewItems("policies", false).find((item) => (
     item.status === "action" && item.id !== "collection-review-retention-schedule-item"
   ));
@@ -1276,8 +1337,7 @@ function recordWorkflowItems(type, id) {
   const activeStates = new Set(["blocked", "due", "open", "overdue", "ready", "scheduled", "upcoming", "waiting-external"]);
   return [
     ...(state.workflow?.findings || []),
-    ...(state.workflow?.workItems || []),
-    ...programReadinessWorkflowItems()
+    ...(state.workflow?.workItems || [])
   ].filter((item) => (
     activeStates.has(item.state)
     && (
@@ -1499,7 +1559,10 @@ function workflowItemHref(item) {
 function retentionScheduleItemHref(item) {
   const params = new URLSearchParams({ new: "1" });
   if (item.informationTypeId) params.set("informationTypeId", item.informationTypeId);
-  if (item.resourceId || item.subject?.id) params.set("scopeResourceId", item.resourceId || item.subject.id);
+  for (const id of item.retentionScopeResourceIds || []) params.append("scopeResourceId", id);
+  if (!params.has("scopeResourceId") && (item.resourceId || item.subject?.id)) {
+    params.set("scopeResourceId", item.resourceId || item.subject.id);
+  }
   const informationTypeTitle = String(item.title || "").replace(/^Decide retention for\s+/i, "").trim();
   if (informationTypeTitle && informationTypeTitle !== item.title) params.set("title", "Retention for " + informationTypeTitle);
   const scheduleDocuments = resourcesOfType("document").filter(({ record }) => (
@@ -1611,16 +1674,50 @@ function isRetentionScheduleWorkflowItem(item) {
   });
 }
 
-function programReadinessWorkflowItems() {
-  if (state.sections?.workflow === "complete") return [];
-  return retentionReviewItems()
-    .filter((item) => item.status === "action")
-    .map((item) => ({
-      ...item,
-      key: "program-readiness." + item.id,
+function retentionSchedulePageItems() {
+  const plannedRows = resourcesOfType("retention-schedule-item")
+    .filter(({ record }) => record.status === "planned")
+    .map(({ record }) => ({
+      id: "planned-" + record.id,
+      key: "planned-" + record.id,
+      status: "action",
       state: "ready",
-      subject: item.resourceId && item.resourceType ? { type: item.resourceType, id: item.resourceId } : { type: item.resourceType || "unknown" }
+      title: "Complete or retire " + record.title,
+      message: "Planned rows are excluded from the approved schedule. Finish this decision or retire the row before schedule approval.",
+      resourceType: record.type,
+      resourceId: record.id,
+      href: '#/resource/retention-schedule-item/' + encodeURIComponent(record.id) + '?stage=policies'
     }));
+  return distinctPageActionItems([
+    ...plannedRows,
+    ...retentionReviewItems("policies", false)
+      .filter(({ status }) => status === "action")
+      .map((item) => ({
+        ...item,
+        key: item.id,
+        state: "ready",
+        href: item.id === "collection-review-retention-schedule-item"
+          ? "#/retention-schedule"
+          : item.id?.startsWith("retention-use-")
+            ? retentionScheduleItemHref(item)
+            : item.resourceId && item.resourceType
+              ? '#/resource/' + encodeURIComponent(item.resourceType) + '/' + encodeURIComponent(item.resourceId)
+              : workflowItemHref(item) || "#/retention-schedule",
+        subject: item.resourceId && item.resourceType
+          ? { type: item.resourceType, id: item.resourceId }
+          : item.subject
+      }))
+  ]);
+}
+
+function distinctPageActionItems(items) {
+  const distinct = new Map();
+  for (const item of items) {
+    const href = item.href || workflowItemHref(item);
+    const key = pageActionIdentity(href, item.key || item.id);
+    if (!distinct.has(key)) distinct.set(key, item);
+  }
+  return [...distinct.values()];
 }
 
 function evidenceSourceCheckLabel(name) {
@@ -1660,11 +1757,11 @@ function stagePageCard(stage, destination, index) {
   const stepLabel = "Step " + stage.number + "." + String.fromCharCode(97 + index);
   const derived = derivedStagePageState(stage, destination);
   const complete = derived.complete;
-  const items = stagePageItems(stage, destination);
+  const items = stagePageActionItems(stage, destination);
   const completionState = '<span class="stage-page-completion-state ' + (complete ? "complete" : "") + '">' + esc(derived.label) + '</span>';
   const taskPreview = items.length
     ? '<div class="stage-page-tasks">' + items.slice(0, 3).map((item) => {
-        const href = destination.utility === "evidence-sources" ? destination.href : workflowItemHref(item) || destination.href;
+        const href = destination.utility === "evidence-sources" ? destination.href : item.href || workflowItemHref(item) || destination.href;
         return '<a href="' + href + '"><span class="workflow-finding-status ' + esc(item.state) + '">' + esc(properCase(item.state)) + '</span><span><strong>' + esc(item.title) + '</strong><small>' + esc(stagePageItemDetail(item)) + '</small></span></a>';
       }).join("") + (items.length > 3 ? '<small class="stage-page-tasks-more">+' + (items.length - 3) + ' more on this page</small>' : "") + '</div>'
     : "";
@@ -1699,6 +1796,11 @@ function stageProgress(stage) {
   return progressFromCounts(complete, applicable.length, "page");
 }
 
+function stagePageActionItems(stage, destination) {
+  const deferredStates = new Set(["later", "scheduled", "upcoming", "waiting-external"]);
+  return stagePageItems(stage, destination).filter(({ state }) => !deferredStates.has(state));
+}
+
 function derivedStagePageState(stage, destination) {
   if (
     stage.id === "audit"
@@ -1716,15 +1818,14 @@ function derivedStagePageState(stage, destination) {
       : { complete: evidenceItems.length > 0, label: evidenceItems.length ? "Ready" : "Not configured", countsTowardProgress: evidenceItems.length > 0 };
   }
   if (destination.utility === "retention-schedule") {
-    const assessment = state.collectionReviews?.["retention-schedule-item"];
-    const incomplete = retentionReviewItems("policies", false).filter(({ status }) => status !== "complete").length;
-    return assessment?.status === "current" && !incomplete
+    const incomplete = retentionSchedulePageItems().length;
+    return !incomplete
       ? { complete: true, label: "Approved" }
       : { complete: false, label: incomplete ? incomplete + " " + pluralize("item", incomplete) + " need work" : "Approval needed" };
   }
   const items = stagePageItems(stage, destination);
   const deferredStates = new Set(["later", "scheduled", "upcoming", "waiting-external"]);
-  const blocking = items.filter(({ state }) => !deferredStates.has(state));
+  const blocking = stagePageActionItems(stage, destination);
   if (blocking.length) {
     return { complete: false, label: blocking.length + " " + pluralize("item", blocking.length) + (blocking.length === 1 ? " needs work" : " need work") };
   }
@@ -1749,8 +1850,7 @@ function stagePageItems(stage, destination) {
   const activeStates = new Set(["blocked", "due", "later", "open", "overdue", "ready", "scheduled", "upcoming", "waiting-external"]);
   const items = [
     ...(state.workflow?.findings || []),
-    ...(state.workflow?.workItems || []),
-    ...programReadinessWorkflowItems()
+    ...(state.workflow?.workItems || [])
   ].filter((item) => (
     activeStates.has(item.state)
     && (
@@ -1766,18 +1866,9 @@ function stagePageItems(stage, destination) {
       .map((item) => ({ ...item, key: item.id, state: item.status, subject: { type: "source-coverage" } }));
   }
   if (destination.utility === "retention-schedule") {
-    return retentionReviewItems("policies", false)
-      .filter(({ status }) => status !== "complete")
-      .map((item) => ({ ...item, key: item.id, state: item.status, subject: item.resourceId && item.resourceType ? { type: item.resourceType, id: item.resourceId } : { type: item.resourceType || "retention-schedule-item" } }));
-  }
-  if (stage.id === "policies" && destination.href === "#/policies") {
-    return items.filter((item) => !isRetentionScheduleWorkflowItem(item)).sort((left, right) => (
-      workflowItemStatePriority(left) - workflowItemStatePriority(right)
-      || (left.priority ?? workflowItemPriority(left)) - (right.priority ?? workflowItemPriority(right))
-      || left.key.localeCompare(right.key)
-    ));
+    return retentionSchedulePageItems();
   }
-  return items.filter((item) => {
+  return distinctPageActionItems(items.filter((item) => {
     if (destination.type === "program" && item.key === "program.scope.criteria") return false;
     if (
       destination.type === "requirement"
@@ -1789,22 +1880,10 @@ function stagePageItems(stage, destination) {
       && ["source-coverage", "system"].includes(item.subject?.type)
       && item.key?.startsWith("evidence-source.")
     ) return false;
-    if (
-      stage.id === "policies"
-      && destination.type === "policy"
-      && item.code === "governance.appointment.independent-policy-reviewer"
-    ) return true;
-    if (
-      destination.type
-      && (item.subject?.type === destination.type || item.source?.type === destination.type)
-    ) return true;
     const href = workflowItemHref(item);
-    if (!href) return false;
-    const destinationHref = destination.href.split("?")[0];
-    return href === destinationHref
-      || href.startsWith(destinationHref + "?")
-      || Boolean(destination.type && href.startsWith("#/resource/" + destination.type + "/"));
-  }).sort((left, right) => (
+    return workflowHrefBelongsToPage(destination, href)
+      && !(destination.href === "#/policies" && isRetentionScheduleWorkflowItem(item));
+  })).sort((left, right) => (
     workflowItemStatePriority(left) - workflowItemStatePriority(right)
     || (left.priority ?? workflowItemPriority(left)) - (right.priority ?? workflowItemPriority(right))
     || left.key.localeCompare(right.key)
@@ -1820,7 +1899,7 @@ function operationProgress() {
   const goal = program?.target?.goal || activeProgram().assuranceGoal || "none";
   const asOf = program?.asOf || currentDate();
   const candidateStarted = goal === "soc-2-type-2"
-    ? Boolean(program?.target?.candidateCoverage?.kind === "range" && program.target.candidateCoverage.startsOn <= asOf)
+    ? Boolean(program?.progress?.mode === "operating-window")
     : goal === "soc-2-type-1"
       ? Boolean(program?.target?.candidateCoverage?.kind === "as-of")
       : Boolean(program?.evidenceReady);
@@ -3092,7 +3171,7 @@ function renderList(main, type, params = new URLSearchParams()) {
     const seed = type === "retention-schedule-item" ? {
       ...(params.get("title") ? { title: params.get("title") } : {}),
       ...(params.get("informationTypeId") ? { informationTypeIds: [params.get("informationTypeId")] } : {}),
-      ...(params.get("scopeResourceId") ? { scopeResourceIds: [params.get("scopeResourceId")] } : {}),
+      ...(params.getAll("scopeResourceId").length ? { scopeResourceIds: params.getAll("scopeResourceId") } : {}),
       ...(params.get("scheduleDocumentId") ? { scheduleDocumentId: params.get("scheduleDocumentId") } : {})
     } : type === "document" ? {
       ...(params.get("title") ? { title: params.get("title") } : {}),
@@ -3155,12 +3234,11 @@ function renderDetail(main, type, id, params = new URLSearchParams()) {
   const narrative = recordNarrative(entry.record, fields);
   const narrativeNames = new Set(narrative.map(([name]) => name));
   const visible = Object.entries(entry.record).filter(([name]) => (
-    !["id", "type", "title"].includes(name)
+    !["id", "type", "title", "extensions"].includes(name)
     && !fields[name]?.content
     && !narrativeNames.has(name)
   ));
   const content = Object.entries(entry.content);
-  const sourceMetadata = '<div><dt>Source file</dt><dd><code>' + esc(entry.relativePath) + '</code></dd></div><div><dt>Workspace revision</dt><dd>' + (state.git.available ? '<code>' + esc(state.git.shortCommit) + '</code>' : "Unavailable until the workspace is committed.") + '</dd></div>';
   const narrativeContent = narrative.length
     ? '<div class="content-label"><span>Record</span></div><div class="record-prose">' + narrative.map(([name, value]) => '<section><h3>' + esc(titleCase(fields[name]?.label || humanize(name))) + '</h3><p>' + esc(value) + '</p></section>').join("") + '</div>'
     : "";
@@ -3213,26 +3291,41 @@ function renderDetail(main, type, id, params = new URLSearchParams()) {
     ? '<section class="panel detail-main">' + narrativeContent + markdownContent + addRecordContent + '</section>'
     : "";
   const attachmentPanel = type === "evidence" ? evidenceAttachmentPanel(entry) : "";
-  const historyPanel = entry.history?.length
-    ? '<section class="panel detail-history-panel"><div class="panel-head"><h3>File History</h3></div><div class="history">' + entry.history.map((commit) => '<div><code>' + esc(commit.shortCommit) + '</code><span><strong>' + esc(commit.subject) + '</strong><small>' + esc(commit.author) + ' · ' + esc(formatLocalDateTime(commit.timestamp)) + '</small></span></div>').join("") + '</div></section>'
+  const recordFieldsPanel = visible.length
+    ? '<section class="panel detail-support-panel detail-metadata-panel"><div class="panel-head"><h3>Record details</h3></div><dl class="metadata">' + visible.map(([name, value]) => '<div><dt>' + esc(fields[name]?.label || humanize(name)) + '</dt><dd>' + formatValue(name === "status" ? displayStatus(entry.record) : value, name, type) + '</dd></div>').join("") + '</dl></section>'
     : "";
-  const participationPanel = entry.historyLoaded === false
-    ? '<section class="panel detail-support-panel" role="status" aria-live="polite" aria-busy="true"><div class="panel-head"><h3>Participation</h3></div><p class="muted is-loading">' + loadingIndicator("Loading participation and file history…") + '</p></section>'
-    : entry.historyError
-      ? '<section class="panel detail-support-panel" role="status" aria-live="polite"><div class="panel-head"><h3>Participation</h3></div><p class="muted">Participation and file history are unavailable. Reload the record to try again.</p></section>'
-      : personParticipation(entry);
   const supportPanels = renderDetailSupport({
     hasRecordBody,
     workflowPanel: workflowGuidance({ type, id, title: "Next steps", workflow: entry.workflow }) || recordCompletionState(entry.record),
-    metadataPanel: '<section class="panel detail-support-panel detail-metadata-panel"><div class="panel-head"><h3>Record details</h3></div><dl class="metadata">' + sourceMetadata + visible.map(([name, value]) => '<div><dt>' + esc(fields[name]?.label || humanize(name)) + '</dt><dd>' + formatValue(name === "status" ? displayStatus(entry.record) : value, name, type) + '</dd></div>').join("") + '</dl></section>',
-    attachmentPanel,
-    participationPanel,
-    connectionsPanel: resourceConnections(entry),
-    historyPanel
+    metadataPanel: recordFieldsPanel,
+    attachmentPanel
   });
-  main.innerHTML = '<div class="page"><div class="detail-head"><div><div class="breadcrumbs header-breadcrumbs"><a href="' + collectionHref + '">' + esc(collectionLabel) + '</a><span>/</span><span>' + esc(entry.record.title) + '</span></div><h2>' + esc(titleCase(entry.record.title)) + '</h2></div><div class="actions">' + reportingRouteSetActions + auditCycleAction + auditPopulationCorrectionAction + (type === "audit" ? '<a class="button primary" href="#/audit-packet?auditId=' + encodeURIComponent(entry.record.id) + '">Audit Evidence &amp; Packet</a>' : "") + governanceActions + lifecycleActions + issueActions + addRecordContentAction + (!state.readOnly && !routeSetLocked ? '<button class="button" id="edit-resource">Edit</button>' + (!definition.singleton ? '<button class="button danger" id="delete-resource">Delete</button>' : "") : "") + '</div></div><div class="detail-grid ' + (hasRecordBody ? "" : "detail-grid-structured") + '">' + detailMain + supportPanels + '</div></div>';
+  const mayDelete = !state.readOnly && !routeSetLocked && !definition.singleton;
+  const recordMenu = '<details class="record-overflow"><summary aria-label="More record actions" title="More record actions"><svg viewBox="0 0 18 4" aria-hidden="true"><circle cx="2" cy="2" r="2"></circle><circle cx="9" cy="2" r="2"></circle><circle cx="16" cy="2" r="2"></circle></svg></summary><div class="record-overflow-menu" aria-label="Record actions"><button type="button" data-record-modal="info">Record info</button><button type="button" data-record-modal="connections">Connections</button><button type="button" data-record-modal="history"' + (entry.historyLoaded === false ? ' disabled' : '') + '>File history' + (entry.historyLoaded === false ? ' (loading)' : '') + '</button>' + (mayDelete ? '<div class="record-overflow-separator"></div><button class="danger-text" type="button" data-delete-resource>Delete record</button>' : '') + '</div></details>';
+  main.innerHTML = '<div class="page"><div class="detail-head"><div><div class="breadcrumbs header-breadcrumbs"><a href="' + collectionHref + '">' + esc(collectionLabel) + '</a><span>/</span><span>' + esc(entry.record.title) + '</span></div><h2>' + esc(titleCase(entry.record.title)) + '</h2></div><div class="actions">' + reportingRouteSetActions + auditCycleAction + auditPopulationCorrectionAction + (type === "audit" ? '<a class="button primary" href="#/audit-packet?auditId=' + encodeURIComponent(entry.record.id) + '">Audit Evidence &amp; Packet</a>' : "") + governanceActions + lifecycleActions + issueActions + addRecordContentAction + (!state.readOnly && !routeSetLocked ? '<button class="button" id="edit-resource">Edit</button>' : "") + recordMenu + '</div></div><div class="detail-grid ' + (hasRecordBody ? "" : "detail-grid-structured") + '">' + detailMain + supportPanels + '</div></div>';
   main.querySelectorAll("[data-completion-requirements]").forEach((button) => button.addEventListener("click", () => openCompletionRequirementsDialog(button.dataset.completionRequirements)));
   main.querySelector("#edit-resource")?.addEventListener("click", () => openEditor(type, entry));
+  main.querySelectorAll("[data-record-modal]").forEach((button) => button.addEventListener("click", () => {
+    button.closest("details")?.removeAttribute("open");
+    openRecordUtilityDialog(entry, button.dataset.recordModal);
+  }));
+  const overflowMenu = main.querySelector(".record-overflow");
+  const stopOutsideDismissal = () => document.removeEventListener("click", dismissOnOutsideClick);
+  const dismissOnOutsideClick = (event) => {
+    if (overflowMenu.contains(event.target)) return;
+    overflowMenu.removeAttribute("open");
+    stopOutsideDismissal();
+  };
+  overflowMenu?.addEventListener("toggle", () => {
+    stopOutsideDismissal();
+    if (overflowMenu.open) queueMicrotask(() => document.addEventListener("click", dismissOnOutsideClick));
+  });
+  overflowMenu?.addEventListener("keydown", (event) => {
+    if (event.key !== "Escape" || !overflowMenu.open) return;
+    overflowMenu.removeAttribute("open");
+    overflowMenu.querySelector("summary")?.focus();
+  });
+  recordOverflowCleanup = stopOutsideDismissal;
   main.querySelector("[data-external-reviewer-governance]")?.addEventListener("click", openExternalReviewerGovernanceDialog);
   main.querySelector("[data-next-audit-cycle]")?.addEventListener("click", () => openNextAuditCycleDialog(entry.record));
   main.querySelector("[data-correct-audit-population]")?.addEventListener("click", async () => {
@@ -3343,7 +3436,8 @@ function renderDetail(main, type, id, params = new URLSearchParams()) {
   }));
   main.querySelector("#add-record-content")?.addEventListener("click", () => openEditor(type, entry, { addRecordContent: true }));
   main.querySelectorAll("[data-edit-content]").forEach((button) => button.addEventListener("click", () => openContentEditor(entry, button.dataset.editContent)));
-  main.querySelector("#delete-resource")?.addEventListener("click", async () => {
+  main.querySelector("[data-delete-resource]")?.addEventListener("click", async () => {
+    main.querySelector(".record-overflow")?.removeAttribute("open");
     const repositoryPrefetch = prefetchRepositoryForReview();
     if (!await confirmAction({
       kicker: "Delete record",
@@ -3369,17 +3463,50 @@ function renderDetail(main, type, id, params = new URLSearchParams()) {
   }
 }
 
-function renderDetailSupport({ hasRecordBody, workflowPanel, metadataPanel, attachmentPanel, participationPanel, connectionsPanel, historyPanel }) {
-  const panels = workflowPanel + metadataPanel + attachmentPanel + participationPanel + connectionsPanel + historyPanel;
+function renderDetailSupport({ hasRecordBody, workflowPanel, metadataPanel, attachmentPanel }) {
+  const panels = workflowPanel + metadataPanel + attachmentPanel;
   if (hasRecordBody) return '<aside>' + panels + '</aside>';
   const stacks = [
     { name: "guidance", content: workflowPanel },
-    { name: "record", content: metadataPanel + attachmentPanel + historyPanel },
-    { name: "relationships", content: participationPanel + connectionsPanel }
+    { name: "record", content: metadataPanel + attachmentPanel }
   ].filter(({ content }) => content);
   return '<aside class="detail-support-columns">' + stacks.map(({ name, content }) => '<div class="detail-support-stack ' + name + '">' + content + '</div>').join("") + '</aside>';
 }
 
+function openRecordUtilityDialog(entry, view) {
+  const dialog = document.createElement("dialog");
+  dialog.className = "alert-dialog record-utility-dialog";
+  const definitions = {
+    info: {
+      kicker: "Record info",
+      title: entry.record.title,
+      body: '<dl class="metadata record-info"><div><dt>Record ID</dt><dd><code>' + esc(entry.record.id) + '</code></dd></div><div><dt>Type</dt><dd>' + esc(state.model.resources[entry.record.type].title) + '</dd></div><div><dt>Source file</dt><dd><code>' + esc(entry.relativePath) + '</code></dd></div><div><dt>Workspace revision</dt><dd>' + (state.git.available ? '<code>' + esc(state.git.shortCommit) + '</code>' : "Unavailable until the workspace is committed.") + '</dd></div>' + (entry.record.extensions ? '<div><dt>Extensions</dt><dd>' + formatValue(entry.record.extensions, "extensions", entry.record.type) + '</dd></div>' : '') + '</dl><details class="record-json"><summary>View raw JSON</summary><pre class="compact-json">' + esc(JSON.stringify(entry.record, null, 2)) + '</pre></details>'
+    },
+    connections: {
+      kicker: "Connections",
+      title: entry.record.title,
+      body: (personParticipation(entry, true) + resourceConnections(entry, true)) || '<p class="muted">This record has no connected records.</p>'
+    },
+    history: {
+      kicker: "File history",
+      title: entry.record.title,
+      body: entry.historyError
+        ? '<p class="muted">File history is unavailable. Reload the record to try again.</p>'
+        : entry.history?.length
+          ? '<div class="history">' + entry.history.map((commit) => '<div><code>' + esc(commit.shortCommit) + '</code><span><strong>' + esc(commit.subject) + '</strong><small>' + esc(commit.author) + ' · ' + esc(formatLocalDateTime(commit.timestamp)) + '</small></span></div>').join("") + '</div>'
+          : '<p class="muted">No committed history is available for this record.</p>'
+    }
+  };
+  const definition = definitions[view];
+  if (!definition) return;
+  dialog.setAttribute("aria-labelledby", "record-utility-title");
+  dialog.innerHTML = '<div class="dialog-head"><div><p class="kicker">' + esc(definition.kicker) + '</p><h2 id="record-utility-title">' + esc(titleCase(definition.title)) + '</h2></div><button type="button" class="icon-button" aria-label="Close">×</button></div><div class="record-utility-body">' + definition.body + '</div><div class="dialog-actions"><button type="button" class="button primary">Close</button></div>';
+  document.body.append(dialog);
+  dialog.querySelectorAll("button").forEach((button) => button.addEventListener("click", () => dialog.close()));
+  dialog.addEventListener("close", () => dialog.remove(), { once: true });
+  dialog.showModal();
+}
+
 function evidenceAttachmentPanel(entry) {
   const attachments = (entry.record.filePaths || []).map((path) => ({
     path,
@@ -3563,7 +3690,7 @@ function recordContentDefinition(type) {
   };
 }
 
-function personParticipation(entry) {
+function personParticipation(entry, expanded = false) {
   if (entry.record.type !== "person") return "";
   const personId = entry.record.id;
   const appointments = resourcesOfType("appointment")
@@ -3603,8 +3730,8 @@ function personParticipation(entry) {
   const count = affiliations.length + assignments.length;
   if (!count) return "";
   return '<section class="panel connections-panel"><div class="panel-head"><h3>Participation</h3><span>' + count + '</span></div>'
-    + personParticipationGroup("Appointments and teams", affiliations, 8, "more appointments or teams")
-    + personParticipationGroup("Assigned records", assignments, 10, "more assigned records")
+    + personParticipationGroup("Appointments and teams", affiliations, expanded ? affiliations.length : 8, "more appointments or teams")
+    + personParticipationGroup("Assigned records", assignments, expanded ? assignments.length : 10, "more assigned records")
     + '</section>';
 }
 
@@ -3617,7 +3744,7 @@ function personParticipationGroup(title, rows, limit, moreLabel) {
     + '</div>';
 }
 
-function resourceConnections(entry) {
+function resourceConnections(entry, expanded = false) {
   const relatedPeopleOnly = entry.record.type === "person";
   const connections = new Map();
   const entriesById = new Map(state.resources.map((item) => [item.record.id, item]));
@@ -3652,7 +3779,7 @@ function resourceConnections(entry) {
     return firstType - secondType || first.entry.record.title.localeCompare(second.entry.record.title);
   });
   if (!sorted.length) return "";
-  const visible = sorted.slice(0, 14);
+  const visible = expanded ? sorted : sorted.slice(0, 14);
   return '<section class="panel connections-panel"><div class="panel-head"><h3>' + (relatedPeopleOnly ? "Related people" : "Connections") + '</h3><span>' + sorted.length + '</span></div><div class="connections">' + visible.map(({ entry: connected, reasons }) => '<a href="#/resource/' + encodeURIComponent(connected.record.type) + '/' + encodeURIComponent(connected.record.id) + '"><strong>' + esc(connected.record.title) + '</strong><small>' + esc([...reasons].join(" · ")) + '</small></a>').join("") + '</div>' + (sorted.length > visible.length ? '<p class="connections-more">' + (sorted.length - visible.length) + ' more connections are available through the linked records.</p>' : "") + '</section>';
 }
 
@@ -4655,6 +4782,9 @@ function openEditor(type, entry = null, options = {}) {
     Array.isArray(group) ? { fields: group } : group
   ));
   const oneOf = new Set(oneOfGroups.flatMap((group) => group.fields || []).filter((name) => !name.startsWith("$markdown:")));
+  const hiddenFields = type === "retention-schedule-item" && modelSupports("retention-schedule-approval")
+    ? new Set(["approvedByIds", "approvedOn"])
+    : new Set();
   const activeOneOf = new Set(oneOfGroups
     .filter((group) => !group.when || conditionMatches(record, group.when))
     .flatMap((group) => group.fields || []));
@@ -4668,6 +4798,7 @@ function openEditor(type, entry = null, options = {}) {
     ...oneOf
   ])].filter((name) => (
     !["id", "type"].includes(name)
+    && !hiddenFields.has(name)
     && fields[name]
     && !(options.occurrenceReview && ["members", "expectedCount", "completedCount", "conclusion"].includes(name))
   ));
@@ -6385,7 +6516,7 @@ html,body{height:100%;overflow:hidden}.shell{grid-template-columns:248px minmax(
 .reconciliation-panel>p{margin:0 0 12px;color:var(--muted);font-size:12px;line-height:1.5}.reconciliation-candidates{display:grid;gap:9px}.reconciliation-candidate{display:grid;grid-template-columns:minmax(0,1fr) minmax(280px,.8fr);gap:16px;padding:13px;border:1px solid var(--line);border-radius:8px;background:var(--surface-soft)}.reconciliation-candidate strong{margin-left:8px;font-size:13.2px}.reconciliation-candidate p{margin:7px 0;color:var(--muted);font-size:12px;line-height:1.5}.reconciliation-candidate small{display:block;overflow-wrap:anywhere;color:var(--muted);font-size:9.6px}.reconciliation-actions{display:grid;gap:8px;justify-items:end;align-content:center}.reconciliation-actions>code{max-width:100%;overflow-wrap:anywhere;color:var(--muted);font-size:9.6px;text-align:right}
 .onboarding-save-status{color:var(--muted);font-size:10.8px;line-height:1.35}.onboarding-save-status:empty{display:none}.onboarding-save-status:not(:empty){order:-1;flex-basis:100%;margin-bottom:4px}.onboarding-retry-sync{margin-top:9px}.detail-loading{color:var(--muted)}
 .save-status{min-height:16px;color:var(--muted);font-size:10.8px;line-height:1.35}
-.page-intro,.detail-head{align-items:center;margin-bottom:12px}.actions{align-items:center}.detail-head>div:first-child{min-width:0}.detail-head h2{margin:7px 0}.detail-head .header-breadcrumbs{margin:0;font-size:10.8px;line-height:normal;min-height:11px;align-items:center}.header-breadcrumbs span:last-child{overflow:hidden;text-overflow:ellipsis;white-space:nowrap;max-width:60ch}
+.page-intro,.detail-head{align-items:center;margin-bottom:12px}.actions{align-items:center;justify-content:flex-end;flex-wrap:wrap}.detail-head>div:first-child{min-width:0}.detail-head h2{margin:7px 0}.detail-head .header-breadcrumbs{margin:0;font-size:10.8px;line-height:normal;min-height:11px;align-items:center}.header-breadcrumbs span:last-child{overflow:hidden;text-overflow:ellipsis;white-space:nowrap;max-width:60ch}.record-overflow{position:relative;flex:0 0 auto;margin-left:auto}.record-overflow>summary{display:grid;place-items:center;width:38px;height:38px;border:1px solid var(--line);border-radius:7px;background:var(--panel);color:var(--ink);cursor:pointer;list-style:none}.record-overflow>summary::-webkit-details-marker{display:none}.record-overflow>summary svg{display:block;width:18px;height:4px;fill:currentColor}.record-overflow>summary:hover,.record-overflow[open]>summary{border-color:var(--accent-light);background:var(--accent-soft);color:var(--accent)}.record-overflow-menu{position:absolute;z-index:12;top:calc(100% + 6px);right:0;display:grid;width:190px;padding:6px;border:1px solid var(--line);border-radius:9px;background:var(--panel);box-shadow:0 14px 36px rgba(0,0,53,.16)}.record-overflow-menu button{width:100%;border:0;border-radius:6px;padding:9px 10px;background:none;color:var(--ink);font-size:13.2px;text-align:left;cursor:pointer}.record-overflow-menu button:hover{background:var(--surface-soft)}.record-overflow-menu button:disabled{cursor:wait;color:var(--muted)}.record-overflow-menu .danger-text{color:var(--red)}.record-overflow-separator{height:1px;margin:5px 4px;background:var(--line)}.record-utility-dialog{width:min(680px,calc(100vw - 30px));max-height:min(760px,calc(100vh - 30px));overflow:auto}.record-utility-body{display:grid;gap:12px;margin:19px 0}.record-utility-body>.panel{box-shadow:none}.record-info>div:first-child{border-top:0}.record-json{border-top:1px solid var(--line);padding-top:13px}.record-json summary{color:var(--accent);font-size:13.2px;font-weight:750;cursor:pointer}.record-json pre{max-height:360px;overflow:auto;margin:12px 0 0}.record-utility-dialog .history{max-height:none}
 .not-found{max-width:620px;padding:28px}.not-found h2{font-family:Georgia,serif;font-size:37.2px;font-weight:500;margin:7px 0}.not-found>p:not(.kicker){margin:0;color:var(--muted);font-size:15.6px}.not-found .page-actions{justify-content:flex-start;margin-top:22px}
 .button.danger-action{background:var(--red);border-color:var(--red);color:#fff}
 @media(max-width:1200px){.readiness-flow{grid-template-columns:repeat(3,minmax(0,1fr))}.audit-engagement{grid-template-columns:1fr 1fr}.audit-engagement .button{grid-column:1/-1;justify-self:start}}
@@ -6396,13 +6527,12 @@ html,body{height:100%;overflow:hidden}.shell{grid-template-columns:248px minmax(
 .detail-grid aside .panel{width:100%;max-height:min(520px,65vh);overflow:auto;overscroll-behavior:contain;scrollbar-gutter:stable}.detail-grid aside .workflow-guidance,.detail-grid aside .resource-review-criteria{margin:0}.detail-grid aside .resource-review-criteria{padding:21px}.detail-grid aside .detail-workflow-panel{max-height:min(440px,60vh)}.detail-grid aside .detail-review-panel{max-height:min(300px,50vh)}.detail-grid aside .workflow-findings,.detail-grid aside .resource-review-criteria ul{grid-template-columns:1fr}.detail-support-stack{display:grid;min-width:0;gap:14px;align-content:start}
 @media(max-width:760px){.detail-grid aside{order:-1}}
 @media(max-width:760px){.reconciliation-candidate{grid-template-columns:1fr}.reconciliation-actions{justify-items:start}.reconciliation-actions>code{text-align:left}}
-@media(max-width:760px){.detail-grid-structured .detail-support-columns{display:flex;flex-direction:column}.detail-grid-structured .detail-support-stack{display:contents}.detail-grid-structured .detail-history-panel{order:1}}
+@media(max-width:760px){.detail-grid-structured .detail-support-columns{display:flex;flex-direction:column}.detail-grid-structured .detail-support-stack{display:contents}}
 @media(max-width:760px){.guide-review ul,.resource-review-criteria ul{grid-template-columns:1fr}.collection-review-head,.collection-review-foot{align-items:stretch;flex-direction:column}.record-workflow-action{min-width:0}}
 @media(max-width:760px){.policy-content-table>.section-head{display:block}.policy-content-tools{justify-content:flex-start;margin-top:15px}.policy-content-tools>label:first-child{flex:1 1 100%;width:100%}.policy-content-tools input[type="search"]{width:100%;min-width:0}}
 @media(max-width:520px){.onboarding-form,.onboarding-sections,.setup-steps{grid-template-columns:1fr}.onboarding-form label.wide{grid-column:auto}.onboarding-actions{flex-wrap:wrap}.onboarding-skip{width:100%;order:3;margin:3px 0 0}.readiness-flow{grid-template-columns:1fr}.obligation-card-foot{align-items:flex-start;flex-direction:column}.obligation-action{align-self:flex-start}}
 @media(min-width:761px){.detail-grid{grid-template-columns:minmax(270px,1fr) minmax(0,2fr)}.detail-grid aside{grid-column:1;grid-row:1}.detail-main{grid-column:2;grid-row:1}}
 @media(min-width:761px){.detail-grid.detail-grid-structured{grid-template-columns:1fr}.detail-grid-structured aside{grid-column:1;grid-row:1}.detail-grid-structured .detail-support-columns{grid-template-columns:repeat(2,minmax(0,1fr))}}
-@media(min-width:1300px){.detail-grid-structured .detail-support-columns{grid-template-columns:repeat(3,minmax(0,1fr))}}
 @media(max-width:760px){.sidebar{visibility:hidden;transition:transform .2s,visibility 0s .2s}.sidebar.shown{visibility:visible;transition-delay:0s}.nav-close{display:grid;place-items:center;position:absolute;top:25px;right:18px;width:34px;height:34px;border:1px solid #5966a4;border-radius:50%;background:#11174a;color:#eef1ff;font-size:24px;cursor:pointer}.nav-scrim{display:block;position:fixed;inset:0;border:0;background:rgba(0,0,24,.38);opacity:0;pointer-events:none;transition:opacity .2s;z-index:15}.sidebar.shown+.nav-scrim{opacity:1;pointer-events:auto}.pagination{justify-content:space-between;gap:8px}.page-status{min-width:0}}
 @media(max-width:760px){.topbar{height:56px}.topbar>div:first-of-type{display:none}.topbar-readiness{flex:0 1 220px;min-width:120px}.nav-close{font-size:0}.nav-close:before,.nav-close:after{content:"";position:absolute;width:13px;height:2px;border-radius:2px;background:currentColor;transform:rotate(45deg)}.nav-close:after{transform:rotate(-45deg)}}