# Implementation Report: Spec 429 - Exchange/Teams Source Surface Catalog & Adapter Strategy

## Preflight

- **Active spec**: `specs/429-exchange-teams-source-surface-catalog-adapter-strategy/`
- **Branch**: `429-exchange-teams-source-surface-catalog-adapter-strategy`
- **HEAD before implementation**: `a9818537 spec: add Exchange Teams content-backed evidence promotion (#495)`
- **Initial dirty state**: untracked active spec package only: `specs/429-exchange-teams-source-surface-catalog-adapter-strategy/`.
- **Activated skills/gates**:
  - `spec-kit-implementation-loop`: requested implementation loop.
  - `.agent/workflows/spec-readiness-gate`: active Spec Kit implementation readiness check.
- **Hard-gate stop conditions checked**: no unrelated dirty files; no runtime/UI/provider/evidence/customer-output/OperationRun work required; no completed spec rewrite; no `tenant_id`, legacy adapter, fallback reader, dual write, runtime registry consumption, provider call, evidence promotion, compare/render promotion, certification, restore, report, Review Pack/PDF output, or customer claim required.

## Completed-Spec Guardrail

Specs 414, 415, 417, 419, 420, 422, 426, and 427 were used as read-only dependency context. No completed historical spec directory was edited.

Spec 428 is a prepared fail-safe/no-op package and remains non-blocking for Spec 429 because this implementation is catalog/strategy only and does not consume evidence or promote capture.

## Implementation Summary

Created the static catalog package:

- `catalog/exchange-source-surface-catalog.md`
- `catalog/teams-source-surface-catalog.md`
- `catalog/exchange-teams-target-type-matrix.md`
- `catalog/cohort-plan.md`
- `catalog/adapter-strategy.md`

No application runtime files were changed.

## Target Type Summary

| Group | Count | Notes |
| --- | ---: | --- |
| Cohort 1 selected | 15 | Both Exchange and Teams represented; all remain runtime-blocked until a later adapter spec. |
| Cohort 2 candidate | 6 | Valuable but higher risk, broader, or better sequenced after adapter proof. |
| Deferred | 6 | Purview/Security & Compliance, Graph inventory, and SharePoint/OneDrive boundary work. |
| Unsupported | 1 | Portal/manual-only placeholder category. |
| Unknown/research required | 1 | Kept blocked instead of guessed. |

## Cohort 1 Matrix

| Canonical type | Workload | Source surface class | Adapter pattern | Current runtime claim |
| --- | --- | --- | --- | --- |
| `transportRule` | Exchange | `exchange_online_powershell_rest` | `new_exchange_powershell_adapter` | none; blocked by missing repo adapter/source contract |
| `acceptedDomain` | Exchange | `exchange_online_admin_api` | `new_exchange_admin_api_contract` | none; blocked by missing repo adapter/source contract |
| `remoteDomain` | Exchange | `exchange_online_powershell_rest` | `new_exchange_powershell_adapter` | none |
| `organizationConfig` | Exchange | `exchange_online_admin_api` | `new_exchange_admin_api_contract` | none |
| `mailboxPlan` | Exchange | `exchange_online_powershell_rest` | `new_exchange_powershell_adapter` | none |
| `inboundConnector` | Exchange | `exchange_online_powershell_rest` | `new_exchange_powershell_adapter` | none |
| `outboundConnector` | Exchange | `exchange_online_powershell_rest` | `new_exchange_powershell_adapter` | none |
| `sharingPolicy` | Exchange | `exchange_online_powershell_rest` | `new_exchange_powershell_adapter` | none |
| `appPermissionPolicy` | Teams | `teams_powershell` | `new_teams_powershell_adapter` | none; blocked by missing repo adapter/source contract |
| `appSetupPolicy` | Teams | `teams_powershell` | `new_teams_powershell_adapter` | none |
| `meetingPolicy` | Teams | `teams_powershell` | `new_teams_powershell_adapter` | none; blocked by missing repo adapter/source contract |
| `messagingPolicy` | Teams | `teams_powershell` | `new_teams_powershell_adapter` | none |
| `teamsUpdateManagementPolicy` | Teams | `teams_powershell` | `new_teams_powershell_adapter` | none |
| `teamsChannelsPolicy` | Teams | `teams_powershell` | `new_teams_powershell_adapter` | none |
| `externalAccessPolicy` | Teams | `teams_powershell` | `new_teams_powershell_adapter` | none |

## Adapter Strategy Matrix

| Adapter pattern | Spec 429 decision |
| --- | --- |
| `new_exchange_powershell_adapter` | Recommended first Spec 430 runtime path. |
| `new_exchange_admin_api_contract` | Candidate for accepted-domain/organization-config scenarios only; preview status blocks claims. |
| `new_teams_powershell_adapter` | Recommended second slice or reduced paired slice after Exchange adapter proof. |
| `new_graph_contract` / `existing_graph_client_contract` | Deferred to Graph-native Teams inventory or app-installation work where official Graph source exists. |
| `new_security_compliance_adapter` / `defer_to_purview_adapter` | Deferred to Purview/Security & Compliance boundary strategy. |
| `unsupported` | Used for portal-only, unknown, and SharePoint/OneDrive boundary cases until separate source truth exists. |

## No-Runtime Matrix

| Guard | Result |
| --- | --- |
| No files outside Spec 429 package changed | Passed. Final staged/dirty state is limited to the active Spec 429 package. |
| No application services/provider clients changed | Passed. `git status --short -- apps/platform/app apps/platform/config apps/platform/database apps/platform/resources apps/platform/routes apps/platform/tests` returned no output. |
| No migrations/models/jobs/commands/policies/routes/views/tests changed | Passed. No `apps/platform/...` path has a diff. |
| No runtime config consumed by app changed | Passed. No runtime config path changed. |
| No provider calls, shell execution, direct HTTP, or docs lookup code added | Passed by diff review. |
| No TenantConfigurationResource or evidence rows created | Passed by scope; no runtime command executed. |
| No OperationRun, coverage-level, compare/render, certification, restore, report, Review Pack/PDF, customer output, or `tenant_id` change | Passed by diff review. |

## No-Promotion Matrix

| Claim category | Result |
| --- | --- |
| Exchange evidence-ready/content-backed | Not claimed. |
| Teams evidence-ready/content-backed | Not claimed. |
| Comparable/renderable Exchange/Teams readiness | Not claimed; Spec 422 remains evidence-gated context only. |
| Certified or restore-ready Exchange/Teams | Not claimed. |
| Customer-ready or full M365 readiness | Not claimed. |
| Runtime adapter support | Not claimed. |

## Product Surface / Filament / Deployment Close-Out

- Product Surface Impact: `N/A - no rendered product surface changed`.
- UI Surface Impact: no reachable UI surface impact.
- Browser proof: `N/A - no rendered UI surface changed`.
- Human Product Sanity: `N/A - no product surface changed`.
- Product Surface exceptions: none.
- Visible complexity outcome: neutral for runtime; catalog reduces future source-surface ambiguity.
- Livewire v4 compliance: unchanged; no Livewire code edited.
- Provider registration location: unchanged; Laravel providers remain under `apps/platform/bootstrap/providers.php`.
- Global search posture: unchanged; no Filament Resource/global search behavior changed.
- Destructive/high-impact actions: none added or changed.
- Asset strategy: no assets; no `filament:assets` deployment requirement introduced.
- Deployment impact: none. No env vars, migrations, queues, scheduler, storage, assets, provider credentials, or provider permissions changed.

## Validation

Passed:

- `git diff --check`
  - passed with no output.
- `git diff --name-only`
  - initially returned no tracked diff because the active spec package was untracked.
- `git status --short`
  - final remediation stages the active Spec 429 package so merge review includes it.
- `git ls-files --others --exclude-standard specs/429-exchange-teams-source-surface-catalog-adapter-strategy`
  - initially listed only files under `specs/429-exchange-teams-source-surface-catalog-adapter-strategy/`.
- `git diff --cached --name-only`
  - final remediation check lists only files under `specs/429-exchange-teams-source-surface-catalog-adapter-strategy/`.
- Static matrix consistency check
  - passed: 29 main matrix rows, 22 required fields per row, Cohort 1 = 15, Cohort 2 = 6, Deferred = 6, Unsupported = 1, Unknown = 1.
- `if rg -n '[[:blank:]]+$' specs/429-exchange-teams-source-surface-catalog-adapter-strategy; then exit 1; else exit 0; fi`
  - passed; no trailing whitespace found in the active package.
- `if git status --short -- apps/platform/app apps/platform/config apps/platform/database apps/platform/resources apps/platform/routes apps/platform/tests | rg '.'; then exit 1; else exit 0; fi`
  - passed; no application runtime, UI, config, migration, route, resource, or test path changed.

No JSON catalog was added, so `python3 -m json.tool ...` is not applicable.

## Post-Implementation Analysis

- Analysis/fix iterations: 2.
- Findings fixed:
  - `spec.md` still said catalog implementation was pending after the catalog artifacts and report were created. Remediation: updated the spec status to `Implementation complete - docs/catalog ready for review`.
  - Final manual review found the active package was untracked and the Cohort 2/Deferred summary did not match the target matrix. Remediation: staged the active Spec 429 package for merge review and added the missing matrix rows for `teamsCallingPolicy` and `retentionCompliancePolicy`.
- Spec Readiness Gate: passed.
- Implementation Scope Gate: passed.
- Test Gate: passed for docs/catalog validation. No Pest/runtime tests were added or required because no runtime behavior changed.
- Browser Smoke Test Gate: passed as not applicable because no rendered UI surface changed.
- Post-Implementation Analysis Gate: passed; no confirmed in-scope findings remain.
- Residual risks: future adapter implementation remains separate-spec work. Spec 430 must independently justify runtime adapters, RBAC, provider permissions, OperationRun semantics, redaction, tests, and any UI/browser proof.

## Merge Readiness Notes

- Merge Readiness Gate: passed for the docs/catalog scope.
- Ready for manual review/merge as a no-runtime Spec 429 package.