---

description: "Task list for Governance Decision Surface Convergence v1"

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# Tasks: Governance Decision Surface Convergence v1

**Input**: Design documents from `specs/257-governance-decision-convergence/`  
**Prerequisites**: `specs/257-governance-decision-convergence/plan.md` (required), `specs/257-governance-decision-convergence/spec.md` (required)

**Tests**: REQUIRED (Pest) for runtime behavior changes. Keep proof in narrow `Unit` plus `Feature` lanes only; do not add browser or heavy-governance coverage for this read-only convergence slice.
**Operations**: No new `OperationRun`, queue, retry, monitoring page, or execution ledger is introduced. Existing stale-operation links remain unchanged.
**RBAC**: Workspace membership remains the first boundary. Non-members or out-of-scope tenant targets return `404`; in-scope members with no visible family return `403`. Findings lanes reuse `Capabilities::TENANT_FINDINGS_VIEW`, existing inline safe actions keep their current capability checks such as `Capabilities::TENANT_FINDINGS_ASSIGN`, the exception lane reuses `Capabilities::FINDING_EXCEPTION_APPROVE`, and review handoff reuses existing review and pack visibility checks.
**Shared Pattern Reuse**: Reuse `GovernanceInbox`, `GovernanceInboxSectionBuilder`, `CanonicalNavigationContext`, `OperateHubShell`, `BadgeRenderer`, and the existing specialist page action-surface contracts. No new shell, task engine, or persistence layer is allowed.
**Organization**: Tasks are grouped by user story so the governance-home extension, navigation convergence, and calm secondary-context rules remain independently testable after the shared groundwork is complete.

## Test Governance Checklist

- [x] Lane assignment stays `Unit` plus `Feature` and remains the narrowest sufficient proof for the changed behavior.
- [x] New or changed tests stay in focused `apps/platform/tests/Unit/Support/GovernanceInbox/`, `apps/platform/tests/Feature/Governance/`, `apps/platform/tests/Feature/Findings/`, `apps/platform/tests/Feature/Monitoring/`, and `apps/platform/tests/Feature/Reviews/` families only.
- [x] Shared helpers, fixtures, and context defaults stay cheap by default; do not add browser setup, queue scaffolding, or generic workflow fixtures.
- [x] Planned validation commands cover governance-home assembly, authorization, and arrival/return continuity without widening scope.
- [x] The declared surface test profile remains `global-context-shell` because arrival context and tenant-filter continuity are part of the contract.
- [x] Any broader action-center, dashboard-entry, or cross-tenant follow-up resolves as `document-in-feature` or `follow-up-spec`, not hidden implementation growth.
- [x] Test-governance outcome resolves as `keep` for this feature and does not widen the work into a heavier family.

## Phase 1: Setup (Shared Context)

**Purpose**: Confirm the bounded convergence slice, the existing governance-home seams, and the reviewer stop conditions before implementation begins.

- [x] T001 Review the bounded convergence slice in `specs/257-governance-decision-convergence/spec.md` and `specs/257-governance-decision-convergence/plan.md` together with `docs/product/roadmap.md` and `docs/product/implementation-ledger.md`.
- [x] T002 [P] Confirm the current governance-home families and summary seams in `apps/platform/app/Filament/Pages/Governance/GovernanceInbox.php`, `apps/platform/app/Support/GovernanceInbox/GovernanceInboxSectionBuilder.php`, and `apps/platform/resources/views/filament/pages/governance/governance-inbox.blade.php`.
- [x] T003 [P] Confirm the specialist-page arrival, return, and filter-state seams in `apps/platform/app/Filament/Pages/Findings/MyFindingsInbox.php`, `apps/platform/resources/views/filament/pages/findings/my-findings-inbox.blade.php`, `apps/platform/app/Filament/Pages/Findings/FindingsIntakeQueue.php`, `apps/platform/resources/views/filament/pages/findings/findings-intake-queue.blade.php`, `apps/platform/app/Filament/Pages/Monitoring/FindingExceptionsQueue.php`, `apps/platform/resources/views/filament/pages/monitoring/finding-exceptions-queue.blade.php`, `apps/platform/app/Filament/Pages/Reviews/CustomerReviewWorkspace.php`, and `apps/platform/resources/views/filament/pages/reviews/customer-review-workspace.blade.php`.

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## Phase 2: Foundational (Blocking Prerequisites)

**Purpose**: Extend the shared governance-home and navigation seams that every user story depends on.

**Critical**: No user-story work should begin until this phase is complete.

- [x] T004 [P] Define or extend the bounded family-aware arrival and return contract inside `apps/platform/app/Support/Navigation/CanonicalNavigationContext.php` and any minimal supporting helper under `apps/platform/app/Support/GovernanceInbox/` without creating new persistence or a generic workflow framework.
- [x] T005 [P] Tighten family omission and access evaluation in `apps/platform/app/Filament/Pages/Governance/GovernanceInbox.php` and `apps/platform/app/Support/GovernanceInbox/GovernanceInboxSectionBuilder.php` so inaccessible tenants and families disappear before counts are derived and in-scope no-family access resolves as `403`.
- [x] T006 Implement the derived `finding_exceptions` family in `apps/platform/app/Support/GovernanceInbox/GovernanceInboxSectionBuilder.php` using existing `FindingExceptionsQueue` truth, current queue semantics, and existing capability rules.
- [x] T007 Implement truthful review-consumption handoff logic in `apps/platform/app/Support/GovernanceInbox/GovernanceInboxSectionBuilder.php` and `apps/platform/app/Filament/Pages/Governance/GovernanceInbox.php` so review-follow-up entries prefer existing latest review detail and fall back to `CustomerReviewWorkspace` only when that is the honest destination.
- [x] T008 [P] Update `apps/platform/resources/views/filament/pages/governance/governance-inbox.blade.php` to keep one dominant CTA per section and avoid duplicate workspace-summary cards as the new family is added.

**Checkpoint**: The governance home can derive the new family, family counts stay capability-safe, and navigation context rules are settled before story-specific work begins.

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## Phase 3: User Story 1 - Use One Canonical Governance Home (Priority: P1)

**Goal**: Give the operator one governance home that includes the missing exception and review-consumption lanes without creating a new shell.

**Independent Test**: Seed visible findings, exceptions, and review-follow-up states, open the governance inbox, and verify that the page shows the converged lanes with calm summaries and one dominant CTA per section.

### Tests for User Story 1

- [x] T009 [P] [US1] Extend `apps/platform/tests/Unit/Support/GovernanceInbox/GovernanceInboxSectionBuilderTest.php` to cover exception-family inclusion, family ordering, review-workspace fallback, and omission semantics for hidden tenants or families.
- [x] T010 [P] [US1] Extend `apps/platform/tests/Feature/Governance/GovernanceInboxPageTest.php` to cover the visible exception lane, review-consumption handoff summary, tenant-filter empty-state truth, and one dominant CTA per section.
- [x] T011 [P] [US1] Extend `apps/platform/tests/Feature/Governance/GovernanceInboxAuthorizationTest.php` to cover `404` vs `403` behavior when workspace access exists but all converged family visibility is removed.

### Implementation for User Story 1

- [x] T012 [US1] Update `apps/platform/app/Filament/Pages/Governance/GovernanceInbox.php` and `apps/platform/resources/views/filament/pages/governance/governance-inbox.blade.php` to render the new convergence lane and family-aware summary or empty-state copy.
- [x] T013 [US1] Align governance-home copy in `apps/platform/app/Filament/Pages/Governance/GovernanceInbox.php` and `apps/platform/resources/views/filament/pages/governance/governance-inbox.blade.php` to the stable vocabulary `Governance inbox`, `Open my findings`, `Open findings intake`, `Open finding exceptions`, and `Open customer review workspace`.

**Checkpoint**: User Story 1 is independently functional when the governance inbox truthfully shows the missing lane and routes to the existing specialist destinations.

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## Phase 4: User Story 2 - Move Into A Specialist Lane And Back (Priority: P1)

**Goal**: Preserve tenant and family context when the operator opens a specialist page from the governance home and returns.

**Independent Test**: Open the governance inbox with tenant and family filters, jump into a specialist page, and verify that the specialist page exposes a truthful return path back to the same governance scope.

### Tests for User Story 2

- [x] T014 [P] [US2] Add or extend `apps/platform/tests/Feature/Governance/GovernanceInboxNavigationContextConvergenceTest.php` for tenant and family arrival/return continuity across governance-home launches.
- [x] T015 [P] [US2] Add or extend `apps/platform/tests/Feature/Monitoring/FindingExceptionsQueueNavigationContextTest.php` for governance-home arrival, preserved tenant context, and truthful `Back to governance inbox` continuity.
- [x] T016 [P] [US2] Add or extend `apps/platform/tests/Feature/Reviews/CustomerReviewWorkspaceNavigationContextTest.php` for governance-home arrival and return continuity on review-follow-up launches, preferred latest-published-review destination when available, fallback to `CustomerReviewWorkspace` when not, preserved read-only state, and the absence of operator-only mutation controls.
- [x] T017 [P] [US2] Add or extend `apps/platform/tests/Feature/Findings/MyFindingsInboxNavigationContextTest.php` and `apps/platform/tests/Feature/Findings/FindingsIntakeQueueNavigationContextTest.php` for governance-home launch and return continuity on the findings specialist pages.

### Implementation for User Story 2

- [x] T018 [US2] Wire governance-home arrival and return context through `apps/platform/app/Support/Navigation/CanonicalNavigationContext.php`, `apps/platform/app/Filament/Pages/Governance/GovernanceInbox.php`, `apps/platform/app/Filament/Pages/Findings/MyFindingsInbox.php`, `apps/platform/app/Filament/Pages/Findings/FindingsIntakeQueue.php`, `apps/platform/app/Filament/Pages/Monitoring/FindingExceptionsQueue.php`, and `apps/platform/app/Filament/Pages/Reviews/CustomerReviewWorkspace.php`.
- [x] T019 [US2] Expose truthful return affordances without adding a second primary CTA. Repo truth: these native Filament pages expose the affordance through page header actions in `MyFindingsInbox`, `FindingsIntakeQueue`, `FindingExceptionsQueue`, and `CustomerReviewWorkspace`; no specialist Blade edits were required.

**Checkpoint**: User Story 2 is independently functional when the operator can move between the governance home and the specialist pages without losing truthful context.

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## Phase 5: User Story 3 - Keep Specialist Surfaces Calm And Secondary (Priority: P2)

**Goal**: Ensure the specialist pages stay focused on lane-specific truth and do not duplicate the workspace-level summary once convergence context exists.

**Independent Test**: Open the governance home and then each specialist surface, and verify that the specialist page keeps lane-specific content while the workspace-level blocker summary remains on the governance home only.

### Tests for User Story 3

- [x] T020 [P] [US3] Add or extend `apps/platform/tests/Feature/Findings/MyFindingsInboxNavigationContextTest.php`, `apps/platform/tests/Feature/Findings/FindingsIntakeQueueNavigationContextTest.php`, `apps/platform/tests/Feature/Monitoring/FindingExceptionsQueueNavigationContextTest.php`, and `apps/platform/tests/Feature/Reviews/CustomerReviewWorkspaceNavigationContextTest.php` to assert duplicate-truth prevention, one dominant default action on each specialist surface, and secondary-context copy when the pages are opened from the governance home.

### Implementation for User Story 3

- [x] T021 [US3] Keep lane-specific summaries focused and avoid duplicating workspace-level blocker text. Repo truth: page classes now add secondary return context while existing specialist Blade views stay lane-focused; regression tests assert the governance-home summary text is absent from secondary pages.
- [x] T022 [US3] Align action-surface declarations, header affordances, and empty-state recovery actions across `apps/platform/app/Filament/Pages/Governance/GovernanceInbox.php`, `apps/platform/app/Filament/Pages/Findings/MyFindingsInbox.php`, `apps/platform/app/Filament/Pages/Findings/FindingsIntakeQueue.php`, `apps/platform/app/Filament/Pages/Monitoring/FindingExceptionsQueue.php`, and `apps/platform/app/Filament/Pages/Reviews/CustomerReviewWorkspace.php` so the canonical start surface remains obvious.

**Checkpoint**: User Story 3 is independently functional when specialist surfaces remain lane-specific secondary contexts instead of competing starts.

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## Phase 6: Polish & Cross-Cutting Concerns

**Purpose**: Finish narrow validation and reviewer close-out without widening scope.

- [x] T023 [P] Run `export PATH="/bin:/usr/bin:/usr/local/bin:$PATH" && cd apps/platform && ./vendor/bin/sail artisan test --compact tests/Unit/Support/GovernanceInbox/GovernanceInboxSectionBuilderTest.php`.
- [x] T024 [P] Run `export PATH="/bin:/usr/bin:/usr/local/bin:$PATH" && cd apps/platform && ./vendor/bin/sail artisan test --compact tests/Feature/Governance/GovernanceInboxPageTest.php tests/Feature/Governance/GovernanceInboxAuthorizationTest.php tests/Feature/Governance/GovernanceInboxNavigationContextConvergenceTest.php tests/Feature/Monitoring/FindingExceptionsQueueNavigationContextTest.php tests/Feature/Reviews/CustomerReviewWorkspaceNavigationContextTest.php tests/Feature/Findings/MyFindingsInboxNavigationContextTest.php tests/Feature/Findings/FindingsIntakeQueueNavigationContextTest.php`.
- [x] T025 Run `export PATH="/bin:/usr/bin:/usr/local/bin:$PATH" && cd apps/platform && ./vendor/bin/sail bin pint --dirty --format agent` for touched platform files.
- [x] T026 [P] Confirm the slice introduced no new asset registration, no new globally searchable resource, and no new mutation lane; record any bounded follow-up for broader dashboard-entry or portfolio action-center work in the active implementation notes.
- [x] T027 [P] Confirm the slice introduced no new Graph or remote calls, no queue or `OperationRun` start path, and no page-view audit or runtime logging stream; record any bounded follow-up if implementation uncovers a structural need outside this slice.

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## Dependencies & Execution Order

### Phase Dependencies

- **Phase 1 (Setup)**: no dependencies; start immediately.
- **Phase 2 (Foundational)**: depends on Phase 1 and blocks all user stories.
- **Phase 3 (US1)**: depends on Phase 2 and establishes the canonical governance-home truth.
- **Phase 4 (US2)**: depends on Phase 2 and should ship with US1 so the governance home is not a dead-end report.
- **Phase 5 (US3)**: depends on Phase 2 and is safest after US1 and US2 because specialist pages must already participate in the convergence flow.
- **Phase 6 (Polish)**: depends on all desired user stories being complete.

### User Story Dependencies

- **US1 (P1)**: independently testable after Phase 2 and establishes the new canonical decision-home behavior.
- **US2 (P1)**: independently testable after Phase 2 and should ship with US1 so the new home has truthful workflow continuity.
- **US3 (P2)**: independently testable after Phase 2 and refines the specialist pages once the convergence contract exists.

### Within Each User Story

- After the shared foundational contract work in Phase 2 is complete, write the listed Pest coverage first for each user story and make it fail for the intended gap.
- Land the shared builder and navigation contract before widening Blade or copy work.
- Re-run the narrowest affected validation command after each story checkpoint before moving to the next story.

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## Parallel Execution Examples

### User Story 1

- T009, T010, and T011 can run in parallel before runtime edits begin.
- After the family contract settles, T012 and T013 can proceed in parallel because rendering and copy alignment touch different seams.

### User Story 2

- T014, T015, T016, and T017 can run in parallel because they cover different destinations in the convergence flow.
- After T018 settles the shared navigation contract, T019 can follow to align the Blade affordances.

### User Story 3

- T020 can start before implementation finishes because it only captures the expected secondary-context behavior.
- T021 and T022 can proceed together once the shared convergence path is stable.

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## Implementation Strategy

### Suggested MVP Scope

- MVP = **US1 + US2 together**. The slice becomes product-meaningful only when the governance home shows the missing lanes and the specialist pages preserve truthful return context.

### Incremental Delivery

1. Complete Phase 1 and Phase 2.
2. Deliver US1 and US2 together.
3. Add US3 secondary-context tightening.
4. Finish with focused validation and formatting in Phase 6.

### Team Strategy

1. Settle the governance-home family extension and navigation-context contract first.
2. Parallelize unit and feature coverage inside each story before runtime edits widen.
3. Serialize merges around the governance inbox and specialist Blade views so the decision-home language stays coherent.
