# Requirements Checklist: Spec 429 - Exchange/Teams Source Surface Catalog & Adapter Strategy

**Purpose**: Validate catalog/strategy preparation completeness before implementation.
**Created**: 2026-07-04
**Feature**: `specs/429-exchange-teams-source-surface-catalog-adapter-strategy/spec.md`

This checklist is a preparation gate only. The catalog implementation loop must re-review it after the catalog artifacts and implementation report exist; this preparation PASS is not catalog implementation completion.

## Scope

- [x] Catalog/strategy only.
- [x] No runtime adapter implementation.
- [x] No provider calls.
- [x] No evidence.
- [x] No OperationRun.
- [x] No compare/render promotion.
- [x] No certification.
- [x] No restore.
- [x] No customer claims.
- [x] No UI.
- [x] Spec 428 is treated as prepared fail-safe/no-op context, not implemented evidence.

## Exchange Catalog

- [x] Mail flow / transport catalog requirement defined.
- [x] Domains/connectors catalog requirement defined.
- [x] Organization configuration catalog requirement defined.
- [x] Sharing/relationship configuration catalog requirement defined.
- [x] Protection/hygiene boundary catalog requirement defined.
- [x] Mailbox/recipient boundary catalog requirement defined.
- [x] Purview/Security & Compliance boundary catalog requirement defined.

## Teams Catalog

- [x] App governance catalog requirement defined.
- [x] Meetings/events catalog requirement defined.
- [x] Messaging/channels catalog requirement defined.
- [x] Calling/voice catalog requirement defined.
- [x] External/guest access catalog requirement defined.
- [x] Files/storage/integration boundary catalog requirement defined.

## Target Type Matrix

- [x] Canonical type field required.
- [x] Workload field required.
- [x] Source surface class field required.
- [x] Adapter pattern field required.
- [x] Identity risk field required.
- [x] Permission risk field required.
- [x] Response shape risk field required.
- [x] Redaction risk field required.
- [x] Compare/render complexity fields required.
- [x] Customer/MSP value fields required.
- [x] Cohort/status fields required.
- [x] Documentation-only allowed values listed in the spec.

## Cohort Plan

- [x] Cohort 1 selection required.
- [x] Cohort 1 approximately 12-20 types or exception documented.
- [x] Cohort 2 required.
- [x] Deferred backlog required.
- [x] Unsupported/unknown backlog required.
- [x] Selection rationale required.

## Adapter Strategy

- [x] Graph-native path required.
- [x] Exchange Admin API path required.
- [x] Exchange PowerShell adapter path required.
- [x] Teams PowerShell adapter path required.
- [x] Security & Compliance boundary required.
- [x] Redaction/testability requirements required.
- [x] First Spec 430 implementation slice required.

## No Runtime Impact

- [x] No services.
- [x] No provider clients.
- [x] No migrations.
- [x] No routes/views/pages.
- [x] No jobs/commands.
- [x] No runtime registry consumption.
- [x] No `tenant_id`.
- [x] No tests unless optional static JSON validation is added later.

## Claims

- [x] No Exchange evidence claim.
- [x] No Teams evidence claim.
- [x] No M365 readiness claim.
- [x] No compare/render claim.
- [x] No certification claim.
- [x] No restore claim.
- [x] No customer-ready claim.

## Validation

- [x] `git diff --check` planned.
- [x] `git status --short` documentation planned.
- [x] Catalog artifact existence checks planned.
- [x] Implementation report completion planned.
- [x] Browser smoke marked N/A unless UI changed.

## Preparation Quality

- [x] No `[NEEDS CLARIFICATION]` markers remain.
- [x] Requirements are testable and unambiguous.
- [x] Success criteria are measurable.
- [x] Acceptance scenarios are defined.
- [x] Edge cases are identified.
- [x] Scope is clearly bounded.
- [x] Dependencies and assumptions identified.

## Final Candidate Gate

**Result**: PASS for preparation.

PASS rationale:

- The selected candidate is directly provided by the user and has no existing Spec 429 package.
- Related completed specs are read-only context.
- Spec 428 is not treated as implemented evidence.
- Spec/plan/tasks define catalog implementation without runtime work.
- No application implementation was performed during preparation.

## Catalog Implementation Re-Review

**Result**: PASS for docs/catalog implementation.

PASS rationale:

- Required catalog artifacts now exist under `catalog/`.
- `implementation-report.md` records the target summary, Cohort 1 matrix, adapter strategy matrix, no-runtime proof, no-promotion proof, Product Surface close-out, and validation commands.
- Cohort 1 includes both Exchange and Teams and stays within the 12-20 guidance.
- `transportRule`, `acceptedDomain`, `appPermissionPolicy`, and `meetingPolicy` remain documented as runtime-blocked by missing repo adapter/source contracts.
- No application runtime, UI, provider call, evidence, OperationRun, restore, certification, customer output, or `tenant_id` work was added.
- Browser proof remains `N/A - no rendered UI surface changed`.