TenantAtlas/specs/429-exchange-teams-source-surface-catalog-adapter-strategy/implementation-report.md

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.