TenantAtlas/docs/product/implementation-ledger.md

# TenantPilot Implementation Ledger

> **Status:** Active  
> **Last reviewed:** 2026-05-02  
> **Use for:** Repo-based implementation status and product-surface maturity assessment  
> **Do not use for:** Roadmap priority, spec priority, or proof that tests were executed in the current branch
> **Scoped maintenance:** 2026-05-02 ledger drift correction and alignment with `docs/product/roadmap.md` plus `docs/product/spec-candidates.md` after the repo-truth review of roadmap drift, manual-promotion backlog, deep-research alignment, and current spec promotions.

## Purpose

Dieses Dokument beschreibt den aktuellen repo-basierten Implementierungsstand von TenantPilot. Es ergaenzt `docs/product/roadmap.md` und `docs/product/spec-candidates.md`, ersetzt sie aber nicht.

Bewertungsregeln fuer dieses Ledger:

- Repo-basiert only: Aussagen zaehlen nur, wenn Code, Datenmodell, Workflow, UI-Adoption oder Test-Artefakte im Repo belastbar darauf hinweisen.
- Keine Roadmap- oder Spec-Absicht ohne Repo-Evidence.
- Produkt-Posture wird nur mit `foundation-only`, `implemented but not productized`, `fast sellable`, `sellable` oder `not implemented` beschrieben.
- `sellable` wird nur dort verwendet, wo UI, Workflow, Datenmodell, RBAC/Audit und passende Test-Artefakte plausibel zusammenpassen.
- `fast sellable` bedeutet: repo-real und kunden- oder operatornah genug, aber die letzte produktisierte Delivery-, Packaging- oder Self-Serve-Schicht fehlt noch.
- `implemented but not productized` bedeutet: reale Oberflaechen oder Workflows existieren, aber sie sind noch nicht als ruhige, wiederholbare Produkt-Slice zusammengezogen.
- `foundation-only` bleibt fuer Enablement-, Control-, Policy- oder technische Tragschichten reserviert.
- Wenn Tests unten als vorhanden markiert sind, bedeutet das: passende Test-Dateien existieren im Repo. Sie wurden fuer dieses Ledger nicht ausgefuehrt.

## Current Product Position

TenantPilot ist aktuell ein starkes internes Governance- und Operations-Produkt mit belastbaren Foundations fuer Execution Truth, Baselines/Drift, Findings, Evidence, Reviews, Review Packs, Supportability, Telemetry, Safety Controls und eine repo-reale governed AI policy foundation. Darauf sitzen inzwischen mehrere repo-real productization slices: eine customer-safe Review-/Governance-Package-Surface im Admin-Kontext, released-review detail handoff, compliance interpretation overlays, bounded external support-desk handoff, commercial lifecycle state handling mit read-only gating sowie eine kanonische cross-tenant compare preview mit promotion preflight. Die Repo-Wahrheit liegt damit klar ueber einer simplen Lesart von "R1 done / R2 partial" und auch ueber einer rein foundation-only Interpretation fuer Reviews, Support und Portfolio-Preparation. Gleichzeitig ist das Produkt noch nicht voll als kundenseitig konsumierbare Portfolio- und Commercial-Plattform ausgereift: Es fehlen die letzte customer-safe self-serve productization ueber der Review-Surface, actual portfolio promotion execution, ein bounded governance decision pack and approval workflow, wiederholbare Billing-/Subscription-Truth, eine klarere Stored-Reports-Surface und der erste governed AI runtime consumer ueber der bereits repo-realen AI policy foundation.

## Status Model

- `foundation-only`: belastbare technische, policy- oder control-layer foundation ohne hinreichende Produktisierung
- `implemented but not productized`: reale Oberflaeche oder Workflow vorhanden, aber noch keine ruhige wiederholbare Produktschicht
- `fast sellable`: repo-real, kunden- oder operatornah und nah an wiederholbarer Delivery, aber letzte Produktisierungsluecken bleiben
- `sellable`: belastbare UI-, Workflow-, RBAC/Audit- und Test-Spur mit wiederholbarem Produktversprechen
- `not implemented`: noch kein belastbarer repo-real Slice fuer das eigentliche Ziel

Evidence-Level im Dokument:

- `none`: keine belastbare Repo-Evidence
- `weak`: duenne Code- oder Doc-Spur, aber kein belastbarer Gesamtworkflow
- `medium`: mehrere Repo-Signale, aber noch nicht durchgaengig
- `strong`: Datenmodell, Workflow, UI- oder Test-Spur greifen konsistent ineinander

## Roadmap Coverage Summary

| Roadmap Area | Product posture | Evidence Level | UI Ready | Tested | Sellable | Notes |
|---|---|---:|---|---|---|---|
| R1 Golden Master Governance | sellable | strong | yes | repo tests, not run | yes | Baselines, Drift, Findings und OperationRun-Truth sind breit im Produkt verankert. |
| R2 Tenant Reviews, Evidence & Control Foundation | fast sellable | strong | yes | repo tests, not run | yes | Reviews, Evidence, Review Packs, Customer Review Workspace, governance-package delivery, compliance interpretation overlays und Control-/Exception-Layer greifen als reale Governance-Surface zusammen; die letzte customer-safe self-serve productization bleibt offen. |
| Alert escalation + notification routing | sellable | strong | partial | repo tests, not run | yes | Alert-Regeln, Dispatch, Cooldown und Quiet Hours sind real. |
| Governance & Architecture Hardening | foundation-only | strong | partial | repo tests, not run | no | Viele Hardening-Slices sind bereits im Code, die Lane bleibt als platform seam work aktiv. |
| UI & Product Maturity Polish | implemented but not productized | strong | partial | partial repo tests, not run | no | Empty States, Navigation, Localization und read-only Review-Polish sind real, aber kein geschlossenes Theme-Completion-Signal. |
| Secret & Security Hardening | fast sellable | strong | yes | repo tests, not run | yes | Provider-Verifikation, Permission-Diagnostics und Redaction sind belastbar. |
| Baseline Drift Engine (Cutover) | sellable | strong | yes | repo tests, not run | yes | Compare- und Drift-Workflow wirken als produktive Kernfunktion. |
| R1.9 Platform Localization v1 | foundation-only | strong | yes | repo tests, not run | no | Locale-Resolver, Override/Praeferenz, Workspace-Default, Fallback und lokalisierte Notifications sind repo-real; `specs/252-platform-localization-v1/spec.md` ist die historische Foundation. |
| Product Scalability & Self-Service Foundation | fast sellable | strong | yes | repo tests, not run | yes | Onboarding, Support, Help, Entitlements, commercial lifecycle state handling und bounded support-desk handoff sind repo-real; Billing-, Trial- und Demo-Truth bleiben offen. |
| R2.0 Canonical Control Catalog Foundation | foundation-only | strong | partial | repo tests, not run | no | Bereits implementiert und in Evidence/Reviews referenziert, aber kein eigenstaendiger Kundennutzen-Surface. |
| R2 Completion: customer review, support, help | fast sellable | strong | yes | repo tests, not run | yes | Customer Review Workspace, released-review detail handoff, governance-package delivery, Support Diagnostics/Requests und Help-Katalog sind repo-real, aber die finale customer-safe productization ist noch nicht vollstaendig. |
| Compliance Evidence Mapping v1 | implemented but not productized | strong | yes | repo tests, not run | no | Canonical control interpretation is rendered in tenant reviews and the customer review workspace, but broader framework coverage and auditor-facing mapping remain open. |
| Governance-as-a-Service Packaging v1 | implemented but not productized | strong | yes | repo tests, not run | no | Governance package status, download messaging und current review-pack reuse sind repo-real, aber recurring delivery workflows und breitere management packaging remain open. |
| Findings Workflow v2 / Execution Layer | fast sellable | strong | yes | repo tests, not run | yes | Triage, Ownership, My Work, Intake, Governance Inbox, Exceptions und Alerts/Hygiene sind real; Cross-Tenant-Decisioning bleibt spaeter. |
| Provider-missing policy visibility follow-up | not implemented | weak | no | no | no | `specs/261-provider-missing-policy-visibility/spec.md` bleibt ein schmaler policy-only Follow-up; die breitere Lifecycle-Taxonomie ist getrennt. |
| Platform Operations Maturity | implemented but not productized | strong | yes | repo tests, not run | no | System Panel, Control Tower und Ops Controls sind real; CSV/Raw Drilldowns bleiben offen. |
| Product Usage, Customer Health & Operational Controls | implemented but not productized | strong | yes | repo tests, not run | no | Diese Mid-term-Lane ist im Repo bereits substanziell vorhanden, bleibt aber vor allem operatorseitige Produktisierung. |
| Private AI Execution Governance Foundation | foundation-only | strong | partial | repo tests, not run | no | `specs/248-private-ai-policy-foundation/spec.md` ist repo-real in Policy, Boundary, Settings und Ops Controls; der erste Runtime-Consumer fehlt noch. |
| MSP Portfolio & Operations | implemented but not productized | strong | yes | repo tests, not run | no | Portfolio-Triage, canonical compare preview, preflight audit and launch continuity are repo-real; actual promotion execution and the broader decision workboard remain open. |
| Human-in-the-Loop Autonomous Governance | not implemented | weak | no | no | no | Kein repo-verifizierter Decision-Pack- oder Approval-Workflow jenseits des jetzigen Exception-/Review-Layers. |
| Drift & Change Governance | fast sellable | strong | yes | repo tests, not run | yes | Drift review, accepted-risk governance, exception validity und Governance-Inbox-Surfaces sind repo-real; portfolio-weite Eskalation bleibt offen. |
| Standardization & Policy Quality | not implemented | none | no | no | no | Keine starke Repo-Evidence fuer eine Intune-Linting- oder Policy-Quality-Oberflaeche. |
| PSA / Ticketing Handoff | implemented but not productized | strong | yes | repo tests, not run | no | Support Requests include bounded external create/link handoff on the current tenant and operation-run contexts; broader multi-provider ITSM expansion remains separate work. |

## Implemented Capabilities

| Capability | Product posture | Backend | UI | Tests | RBAC/Audit | Sellable | Evidence |
|---|---|---|---|---|---|---|---|
| OperationRun truth layer | foundation-only | yes | partial | repo tests, not run | yes | no | `app/Models/OperationRun.php`; `tests/Feature/System/*`; `tests/Feature/ReviewPack/*` |
| Baseline profiles, snapshots and compare | sellable | yes | yes | repo tests, not run | yes | yes | `app/Models/BaselineProfile.php`; `app/Models/BaselineSnapshot.php`; `app/Services/Baselines/BaselineCompareService.php` |
| Drift findings and governance pressure | sellable | yes | yes | repo tests, not run | yes | yes | `app/Models/Finding.php`; `app/Filament/Widgets/Dashboard/RecentDriftFindings.php`; `tests/Feature/Findings/*` |
| Findings inboxes and governance inbox | fast sellable | yes | yes | repo tests, not run | yes | yes | `app/Filament/Pages/Findings/MyFindingsInbox.php`; `app/Filament/Pages/Findings/FindingsIntakeQueue.php`; `app/Filament/Pages/Governance/GovernanceInbox.php`; `tests/Feature/Findings/MyWorkInboxTest.php`; `tests/Feature/Governance/*` |
| Finding exceptions and risk acceptance workflow | fast sellable | yes | yes | repo tests, not run | yes | yes | `app/Models/FindingException.php`; `app/Services/Findings/FindingExceptionService.php`; `app/Filament/Resources/FindingExceptionResource.php`; `tests/Feature/Findings/FindingExceptionWorkflowTest.php` |
| Restore workflow with safety gates | sellable | yes | yes | repo tests, not run | yes | yes | `app/Models/OperationRun.php`; restore gates and tests in `tests/Feature/Restore/*` |
| Evidence snapshots | foundation-only | yes | yes | repo tests, not run | yes | no | `app/Models/EvidenceSnapshot.php`; `app/Services/Evidence/EvidenceSnapshotService.php`; `tests/Feature/Evidence/*` |
| Tenant reviews | fast sellable | yes | yes | repo tests, not run | yes | yes | `app/Models/TenantReview.php`; `app/Services/TenantReviews/TenantReviewService.php`; `tests/Feature/TenantReview/*` |
| Review pack generation and export | implemented but not productized | yes | yes | repo tests, not run | yes | no | `specs/109-review-pack-export/spec.md`; `app/Models/ReviewPack.php`; `app/Services/ReviewPackService.php`; `tests/Feature/ReviewPack/*` |
| Customer review workspace | fast sellable | yes | yes | repo tests, not run | yes | yes | `specs/258-customer-review-productization/spec.md`; `app/Filament/Pages/Reviews/CustomerReviewWorkspace.php`; `tests/Feature/Reviews/*`; `tests/Browser/Reviews/CustomerReviewWorkspaceSmokeTest.php` |
| Governance package delivery surface | implemented but not productized | yes | yes | repo tests, not run | yes | no | `specs/260-governance-service-packaging/spec.md`; `app/Filament/Pages/Reviews/CustomerReviewWorkspace.php`; `app/Filament/Resources/TenantReviewResource.php`; `tests/Feature/Reviews/CustomerReviewWorkspacePackAccessTest.php`; `tests/Feature/TenantReview/TenantReviewExplanationSurfaceTest.php` |
| Compliance evidence mapping overlay | implemented but not productized | yes | yes | repo tests, not run | partial | no | `specs/259-compliance-evidence-mapping/spec.md`; `app/Support/Governance/Controls/ComplianceEvidenceMappingV1.php`; `app/Services/TenantReviews/TenantReviewSectionFactory.php`; `tests/Feature/TenantReview/TenantReviewCanonicalControlReferenceTest.php` |
| Alerts and notification routing | sellable | yes | partial | repo tests, not run | yes | yes | `app/Services/Alerts/AlertDispatchService.php`; `tests/Feature/*Alert*` |
| Provider health, onboarding readiness and required permissions | fast sellable | yes | yes | repo tests, not run | yes | yes | `app/Jobs/ProviderConnectionHealthCheckJob.php`; `app/Services/Onboarding/OnboardingLifecycleService.php`; `app/Filament/Pages/TenantRequiredPermissions.php` |
| Permission posture reporting | sellable | yes | yes | repo tests, not run | yes | yes | `app/Services/PermissionPosture/PermissionPostureFindingGenerator.php`; `tests/Feature/PermissionPosture/*` |
| Entra admin roles reporting | sellable | yes | yes | repo tests, not run | yes | yes | `app/Services/EntraAdminRoles/EntraAdminRolesReportService.php`; `tests/Feature/EntraAdminRoles/*` |
| Stored reports substrate | foundation-only | yes | partial | repo tests, not run | partial | no | `app/Models/StoredReport.php`; `tests/Feature/PermissionPosture/StoredReportModelTest.php`; `tests/Feature/EntraAdminRoles/StoredReportFingerprintTest.php` |
| Support diagnostics | fast sellable | yes | yes | repo tests, not run | yes | yes | `app/Support/SupportDiagnostics/SupportDiagnosticBundleBuilder.php`; `app/Filament/Pages/TenantDashboard.php`; `tests/Feature/SupportDiagnostics/*` |
| In-app support requests | fast sellable | yes | yes | repo tests, not run | yes | yes | `app/Models/SupportRequest.php`; `app/Support/SupportRequests/*`; `tests/Feature/SupportRequests/*` |
| External support-desk handoff | implemented but not productized | yes | yes | repo tests, not run | yes | no | `app/Support/SupportRequests/ExternalSupportDeskHandoffService.php`; `app/Support/SupportRequests/SupportRequestSubmissionService.php`; `tests/Unit/Support/SupportRequests/ExternalSupportDeskHandoffServiceTest.php` |
| Product knowledge and contextual help | implemented but not productized | yes | yes | repo tests, not run | partial | no | `app/Support/ProductKnowledge/ContextualHelpCatalog.php`; `tests/Feature/Onboarding/ProductKnowledgeOnboardingHelpTest.php` |
| Localization foundation | foundation-only | yes | yes | repo tests, not run | partial | no | `specs/252-platform-localization-v1/spec.md`; `app/Services/Localization/LocaleResolver.php`; `app/Http/Controllers/LocalizationController.php`; `tests/Feature/Localization/*` |
| Product telemetry | foundation-only | yes | yes | repo tests, not run | yes | no | `app/Models/ProductUsageEvent.php`; `app/Filament/System/Widgets/ProductTelemetryKpis.php`; `tests/Feature/System/ProductTelemetry/*` |
| Customer health scoring | foundation-only | yes | yes | repo tests, not run | partial | no | `app/Filament/System/Widgets/CustomerHealthKpis.php`; `app/Filament/System/Widgets/CustomerHealthTopWorkspaces.php`; `tests/Feature/System/CustomerHealth/*` |
| Operational controls | foundation-only | yes | yes | repo tests, not run | yes | no | `app/Models/OperationalControlActivation.php`; `app/Support/OperationalControls/*`; `tests/Feature/System/OpsControls/*` |
| Governed AI policy foundation | foundation-only | yes | partial | repo tests, not run | yes | no | `specs/248-private-ai-policy-foundation/spec.md`; `app/Support/Ai/AiUseCaseCatalog.php`; `app/Support/Ai/GovernedAiExecutionBoundary.php`; `app/Support/Ai/AiDecisionAuditMetadataFactory.php`; `app/Filament/Pages/Settings/WorkspaceSettings.php`; `tests/Unit/Support/Ai/*`; `tests/Feature/SettingsFoundation/WorkspaceAiPolicySettingsTest.php`; `tests/Feature/System/OpsControls/AiExecutionOperationalControlTest.php` |
| Workspace entitlements | foundation-only | yes | yes | repo tests, not run | yes | no | `app/Services/Entitlements/WorkspaceEntitlementResolver.php`; `tests/Feature/Filament/Settings/WorkspaceEntitlementsSettingsPageTest.php` |
| Commercial lifecycle state handling | foundation-only | yes | yes | repo tests, not run | yes | no | `specs/251-commercial-entitlements-billing-state/spec.md`; `app/Services/Entitlements/WorkspaceCommercialLifecycleResolver.php`; `app/Filament/System/Pages/Directory/ViewWorkspace.php`; `tests/Feature/System/ViewWorkspaceEntitlementsTest.php`; `tests/Unit/Entitlements/WorkspaceCommercialLifecycleResolverTest.php` |
| Capability-first RBAC | foundation-only | yes | yes | repo tests, not run | yes | no | `app/Services/Auth/CapabilityResolver.php`; `app/Services/Auth/RoleCapabilityMap.php`; many `tests/Feature/Rbac/*` |
| Audit log foundation | foundation-only | yes | yes | repo tests, not run | yes | no | `app/Models/AuditLog.php`; `app/Services/Audit/WorkspaceAuditLogger.php`; many audit-focused feature tests |
| Canonical control catalog | foundation-only | yes | partial | repo tests, not run | partial | no | `app/Support/Governance/Controls/CanonicalControlCatalog.php`; `config/canonical_controls.php`; `tests/Unit/Governance/*` |
| Portfolio triage continuity | foundation-only | yes | yes | repo tests, not run | yes | no | `app/Services/PortfolioTriage/TenantTriageReviewService.php`; `app/Support/PortfolioTriage/*`; `tests/Feature/Filament/TenantRegistryTriageReviewStateTest.php` |
| Cross-tenant compare preview and promotion preflight | fast sellable | yes | yes | repo tests, not run | yes | yes | `specs/043-cross-tenant-compare-and-promotion/spec.md`; `app/Filament/Pages/CrossTenantComparePage.php`; `app/Support/PortfolioCompare/CrossTenantComparePreviewBuilder.php`; `app/Support/PortfolioCompare/CrossTenantPromotionPreflight.php`; `tests/Feature/PortfolioCompare/*`; `tests/Unit/Support/PortfolioCompare/*` |

## Foundation-Only Capabilities

- OperationRun truth and canonical operation typing: starke Execution-Foundation, aber kein eigenstaendiger Kundennutzen-Surface.
- Audit log foundation: breit genutzt und wichtig fuer Governance, aber allein nicht verkaufbar.
- Capability-first RBAC: belastbar und testnah, bleibt aber Enablement-Layer.
- Workspace entitlements und commercial lifecycle policy engine: reale Gate-, Lifecycle- und Override-Logik, aber noch keine volle Billing-/Contract-Ops story.
- Canonical control catalog: starke semantische Foundation fuer Evidence, Findings und Reviews.
- Stored reports substrate: wichtig fuer Reports, Evidence und Diagnostics, aber kein eigenstaendiges Produktversprechen.
- Evidence snapshot substrate: tragende technische Basis fuer Reviews und Exports.
- Localization foundation: resolved locale precedence, Workspace-Default, User-Praeferenz/Override und Notification-Formatting sind real, aber Enablement statt eigener Produkt-Surface.
- Governed AI policy foundation: Use-Case-Katalog, Boundary, Audit-Metadata, Workspace-Policy-Surface und Ops-Control-Integration sind repo-real, aber noch ohne ersten Runtime-Consumer.
- Operational control registry and evaluator: starke Safety-Control-Foundation, primar operatorseitig.
- Product telemetry und customer health scoring: reale operatorseitige SaaS-Operations-Layer, aber noch keine eigenstaendige sellable Oberflaeche.
- Portfolio triage continuity: sinnvoller Multi-Tenant-Unterbau, aber noch kein vollstaendiges Portfolio-Produkt.

## Fast-Sellable Or Not-Yet-Productized Capabilities

- Customer-facing review consumption: Tenant Reviews, Evidence Snapshots, Review Packs, the Customer Review Workspace, the customer-safe released-review detail mode, governance-package delivery cues, compliance interpretation overlays, and commercial-lifecycle-aware access states are repo-real; broader lifecycle/governance taxonomy work remains separate.
- Findings Workflow v2: Triage, Assignment, My Work, Intake, Governance Inbox, Exceptions, notifications, and the three queue-facing cleanup/hardening follow-through packages are now repo-backed; later cross-tenant action layers remain separate work.
- Product scalability and self-service: Onboarding, Support, Help, Entitlements, commercial lifecycle state handling, and external support-desk handoff are repo-real; broader trial/demo and billing-subscription truth still remain.
- MSP portfolio operations: Portfolio-Triage plus cross-tenant compare preview and promotion preflight are repo-real; actual promotion execution and broader portfolio action orchestration remain open.
- Platform operations maturity: Control Tower und Ops Controls sind stark, aber einige geplante operatorseitige Drilldowns/Exports fehlen noch.
- Product knowledge rollout: Help-Katalog und Resolver sind real, aber noch nicht breit genug adoptiert fuer "fertig".

## Not Implemented

- Auditor Pack Delivery & Executive Export v1
- Cross-Tenant Promotion Execution v1
- Decision Register & Approval Workflow v1
- Governance Artifact Lifecycle & Retention v1
- Customer-Facing Localization Adoption v1
- Billing & Subscription Truth Layer v1
- Stored Reports Surface v1
- Workspace & Tenant Closure Lifecycle v1
- Enterprise Access Boundary & Support Access Governance v1
- First Governed AI Runtime Consumer v1
- Human-in-the-Loop Autonomous Governance
- Standardization & Policy Quality / Intune Linting
- Provider-Missing Policy Visibility & Restore Continuity v1 (`specs/261-provider-missing-policy-visibility/spec.md`, spec-backed prep only)
- Broader compliance frameworks and auditor-facing mapping beyond the current evidence overlay

## Release Readiness

| Release / Theme | Readiness | Notes |
|---|---|---|
| R1 Golden Master Governance | sellable | Die zentrale Governance- und Execution-Layer ist repo-verifiziert und breit adoptiert. |
| R2 Tenant Reviews & Evidence Packs | fast sellable | Reviews, Evidence Snapshots, Review Packs, Customer Review Workspace, released-review detail handoff, governance-package delivery, compliance interpretation overlays und Exception-/Accepted-Risk-Workflow sind repo-real; die finale customer-safe Productization bleibt als sellability follow-up offen. |
| R3 MSP Portfolio OS | implemented but not productized | Portfolio-Triage sowie canonical compare preview/preflight sind da, aber actual promotion execution und portfolio-weite Action-Layer fehlen weiter. |
| Compliance Evidence Mapping v1 | implemented but not productized | Compliance interpretation overlays sind repo-real in Tenant Reviews und Customer Review Workspace, aber breitere Framework-Abdeckung und auditor-facing mapping fehlen weiter. |
| Governance-as-a-Service Packaging v1 | implemented but not productized | Governance package status, delivery messaging und current review-pack reuse sind repo-real; eine wiederholbare management-taugliche Packaging-Workflow-Layer ist nicht vollstaendig. |

## Commercial Readiness

### Demo-ready

- Baseline compare and drift walkthroughs
- Review pack generation and export
- Customer review workspace walkthroughs with operator guidance
- Cross-tenant compare preview and promotion preflight walkthroughs
- Provider health, onboarding readiness and required permissions
- Support diagnostics
- Permission posture and Entra admin roles reporting

### Fast sellable

- Review-driven governance workflow rund um Tenant Reviews, Customer Review Workspace, governance-package delivery, compliance interpretation overlays, accepted risks und Review Packs, aber noch nicht als vollstaendig productisierte customer-safe consumption experience
- Baseline drift and restore governance
- Findings workflow mit persönlicher Inbox, Intake, Governance Inbox und Exception-Handling
- Alerting and run visibility for governance operations
- Support requests with contextual diagnostics and bounded external create/link handoff
- Provider readiness and permission posture reporting

### Implemented but not productized

- Review pack generation and export als wiederholbare auditor-/executive-ready delivery layer
- Broader compliance evidence mapping surface
- Standalone governance-as-a-service packaging workflow
- Cross-tenant compare preview and promotion preflight without execution
- Product knowledge and contextual help rollout

### Foundation-only

- OperationRun truth layer
- Audit foundation
- Capability-first RBAC
- Workspace entitlements
- Canonical control catalog
- Stored reports substrate
- Evidence snapshot substrate
- Localization foundation
- Governed AI policy foundation
- Product telemetry
- Customer health scoring
- Operational controls
- Portfolio triage continuity

### Not implemented

- Auditor-ready executive export / auditor pack delivery
- Portfolio-wide promotion execution and governance decision-pack workflow
- Billing and subscription truth layer
- Stored reports product surface
- Customer-facing localization adoption
- Workspace and tenant closure lifecycle runtime follow-through
- First governed AI runtime consumer

## Open Gaps & Blockers

Queue audit note: no safe automatic next-best-prep target remains active. The remaining open lanes are now tracked as explicit manual promotions in `docs/product/spec-candidates.md` instead of being re-opened through automatic queue logic.

| Gap | Type | Impact | Roadmap Area | Recommended Spec |
|---|---|---|---|---|
| No safe automatic next-best-prep target is currently active | Planning boundary | `docs/product/spec-candidates.md` now keeps the active queue empty, so the next slice must be promoted deliberately instead of selected automatically | Product planning / queue hygiene | none - require explicit manual promotion |
| Auditor-ready executive export is still missing | Productization blocker | Review truth remains short of auditor-/executive-ready delivery, even though the dedicated follow-through is now spec-backed | R2 review delivery | `specs/263-auditor-pack-executive-export/spec.md` |
| Cross-tenant promotion execution is still missing | Product blocker | Compare preview and preflight are repo-real, but the actual portfolio action remains absent even though the execution package is now spec-backed | MSP Portfolio & Operations | `specs/264-cross-tenant-promotion-execution/spec.md` |
| Decision register and approval workflow is still missing | Product blocker | Decision-based operating still lacks a bounded approval-ready closure and decision-record package with audit trail | Decision-based operating | `Decision Register & Approval Workflow v1` |
| Governance-artifact lifecycle runtime is still missing | Trust / auditability blocker | Lifecycle taxonomy and point retention rules exist, but governance artifacts still lack immutable-reference, hold, export, delete, and suspended/read-only runtime semantics | Lifecycle governance / enterprise trust | `Governance Artifact Lifecycle & Retention v1` |
| Customer-facing localization adoption is incomplete | Productization blocker | Locale groundwork is repo-real, but customer-safe adoption remains incomplete | Localization / review productization | `Customer-Facing Localization Adoption v1` |
| Billing and subscription truth is missing | Commercial blocker | Entitlements and lifecycle state handling stop short of a durable billing/subscription truth layer | Commercial readiness | `Billing & Subscription Truth Layer v1` |
| Stored reports still lack a clear product surface | Product blocker | Retained evidence and review artifacts remain harder to consume than they should be | Reports / evidence consumption | `Stored Reports Surface v1` |
| Workspace and tenant closure follow-through is not started | Strategic blocker | The taxonomy exists, but closure/runtime semantics are not yet productized | Lifecycle governance / enterprise trust | `Workspace & Tenant Closure Lifecycle v1` |
| Support-access governance is still missing | Access governance blocker | Break-glass and support access seams exist, but customer-visible TTL, reason, approval, and export semantics are not productized | Enterprise access boundary | `Enterprise Access Boundary & Support Access Governance v1` |
| First governed AI runtime consumer is missing | Architecture blocker | The policy foundation exists, but there is no bounded runtime consumer proving the model end-to-end | Governed AI follow-through | `First Governed AI Runtime Consumer v1` |

## Recommended Manual Promotions

- `Decision Register & Approval Workflow v1` -> anchored by `specs/250-decision-governance-inbox/spec.md`, `specs/257-governance-decision-convergence/spec.md`, and `docs/product/roadmap.md`
- `Governance Artifact Lifecycle & Retention v1` -> anchored by `specs/158-artifact-truth-semantics/spec.md`, `specs/262-lifecycle-governance-taxonomy/spec.md`, and `docs/product/standards/lifecycle-governance.md`
- `Customer-Facing Localization Adoption v1` -> anchored by `specs/252-platform-localization-v1/spec.md`, `specs/258-customer-review-productization/spec.md`, and `specs/260-governance-service-packaging/spec.md`
- `Billing & Subscription Truth Layer v1` -> anchored by `specs/247-plans-entitlements-billing-readiness/spec.md` and `specs/251-commercial-entitlements-billing-state/spec.md`
- `Enterprise Access Boundary & Support Access Governance v1` -> anchored by `docs/audits/2026-03-09-enterprise-rbac-scope-audit.md`, `docs/HANDOVER.md`, `specs/065-tenant-rbac-v1/spec.md`, and `specs/066-rbac-ui-enforcement-helper/spec.md`
- `Stored Reports Surface v1` -> anchored by `specs/153-evidence-domain-foundation/spec.md`, `specs/155-tenant-review-layer/spec.md`, `specs/260-governance-service-packaging/spec.md`, and `docs/product/implementation-ledger.md`
- `Workspace & Tenant Closure Lifecycle v1` -> anchored by `specs/262-lifecycle-governance-taxonomy/spec.md`
- `First Governed AI Runtime Consumer v1` -> anchored by `specs/248-private-ai-policy-foundation/spec.md`

## Roadmap Drift Notes

- `docs/product/roadmap.md` and `docs/product/spec-candidates.md` were corrected on 2026-05-02 to reflect manual-promotion-only backlog handling and repo-real follow-through on compare/preflight, governance-package delivery, compliance overlays, commercial lifecycle handling, support handoff, and AI foundation.
- The remaining documentation risk is no longer queue drift alone; it is overstating sellability on still-open follow-through slices such as auditor-ready export, promotion execution, governance decision packs, billing/subscription truth, stored reports surface, and the first governed AI runtime consumer.
- This ledger therefore treats review-driven governance and portfolio preparation as `fast sellable` or `implemented but not productized`, not `sellable`, until those explicit manual-promotion slices land.
- Tests referenced here remain repo-present only. They were not executed for this ledger update.

## Evidence Sources

Wichtigste Strategie- und Scope-Quellen:

- `docs/product/roadmap.md`
- `docs/product/spec-candidates.md`

Wichtige Plattform- und UI-Anker:

- `apps/platform/bootstrap/providers.php`
- `apps/platform/app/Providers/Filament/AdminPanelProvider.php`
- `apps/platform/app/Providers/Filament/SystemPanelProvider.php`
- `apps/platform/app/Filament/Pages/TenantDashboard.php`
- `apps/platform/app/Filament/Pages/CrossTenantComparePage.php`
- `apps/platform/app/Filament/System/Pages/Dashboard.php`
- `apps/platform/app/Filament/Pages/TenantRequiredPermissions.php`
- `apps/platform/app/Filament/Pages/Reviews/CustomerReviewWorkspace.php`
- `apps/platform/app/Filament/Pages/Findings/MyFindingsInbox.php`
- `apps/platform/app/Filament/Pages/Findings/FindingsIntakeQueue.php`
- `apps/platform/app/Filament/Pages/Governance/GovernanceInbox.php`
- `apps/platform/app/Filament/Pages/Monitoring/FindingExceptionsQueue.php`

Wichtige Models:

- `apps/platform/app/Models/OperationRun.php`
- `apps/platform/app/Models/Finding.php`
- `apps/platform/app/Models/FindingException.php`
- `apps/platform/app/Models/FindingExceptionDecision.php`
- `apps/platform/app/Models/FindingExceptionEvidenceReference.php`
- `apps/platform/app/Models/BaselineProfile.php`
- `apps/platform/app/Models/BaselineSnapshot.php`
- `apps/platform/app/Models/EvidenceSnapshot.php`
- `apps/platform/app/Models/TenantReview.php`
- `apps/platform/app/Models/ReviewPack.php`
- `apps/platform/app/Models/StoredReport.php`
- `apps/platform/app/Models/SupportRequest.php`
- `apps/platform/app/Models/ProductUsageEvent.php`
- `apps/platform/app/Models/OperationalControlActivation.php`
- `apps/platform/app/Models/AuditLog.php`

Wichtige Services und Jobs:

- `apps/platform/app/Services/ReviewPackService.php`
- `apps/platform/app/Services/TenantReviews/TenantReviewService.php`
- `apps/platform/app/Services/Evidence/EvidenceSnapshotService.php`
- `apps/platform/app/Services/Baselines/BaselineCompareService.php`
- `apps/platform/app/Services/Entitlements/WorkspaceCommercialLifecycleResolver.php`
- `apps/platform/app/Services/Alerts/AlertDispatchService.php`
- `apps/platform/app/Services/Findings/FindingExceptionService.php`
- `apps/platform/app/Jobs/ProviderConnectionHealthCheckJob.php`
- `apps/platform/app/Services/Onboarding/OnboardingLifecycleService.php`
- `apps/platform/app/Services/Entitlements/WorkspaceEntitlementResolver.php`
- `apps/platform/app/Services/PortfolioTriage/TenantTriageReviewService.php`
- `apps/platform/app/Support/Ai/AiUseCaseCatalog.php`
- `apps/platform/app/Support/Ai/GovernedAiExecutionBoundary.php`
- `apps/platform/app/Support/Ai/AiDecisionAuditMetadataFactory.php`
- `apps/platform/app/Support/Governance/Controls/ComplianceEvidenceMappingV1.php`
- `apps/platform/app/Support/PortfolioCompare/CrossTenantComparePreviewBuilder.php`
- `apps/platform/app/Support/PortfolioCompare/CrossTenantPromotionPreflight.php`
- `apps/platform/app/Support/SupportRequests/ExternalSupportDeskHandoffService.php`
- `apps/platform/app/Support/Governance/Controls/CanonicalControlCatalog.php`
- `apps/platform/app/Services/Audit/WorkspaceAuditLogger.php`
- `apps/platform/app/Services/Auth/CapabilityResolver.php`
- `apps/platform/app/Filament/Pages/Settings/WorkspaceSettings.php`
- `apps/platform/app/Services/Localization/LocaleResolver.php`

Wichtige Test-Anker im Repo:

- `apps/platform/tests/Feature/PortfolioCompare/*`
- `apps/platform/tests/Feature/ReviewPack/*`
- `apps/platform/tests/Feature/Evidence/*`
- `apps/platform/tests/Feature/PermissionPosture/*`
- `apps/platform/tests/Feature/EntraAdminRoles/*`
- `apps/platform/tests/Feature/SupportDiagnostics/*`
- `apps/platform/tests/Feature/SupportRequests/*`
- `apps/platform/tests/Feature/System/ViewWorkspaceEntitlementsTest.php`
- `apps/platform/tests/Feature/TenantReview/TenantReviewCanonicalControlReferenceTest.php`
- `apps/platform/tests/Feature/System/CustomerHealth/*`
- `apps/platform/tests/Feature/System/ProductTelemetry/*`
- `apps/platform/tests/Feature/System/OpsControls/*`
- `apps/platform/tests/Feature/System/OpsControls/AiExecutionOperationalControlTest.php`
- `apps/platform/tests/Feature/SettingsFoundation/WorkspaceAiPolicySettingsTest.php`
- `apps/platform/tests/Feature/Filament/TenantRegistryTriageReviewStateTest.php`
- `apps/platform/tests/Unit/Governance/*`
- `apps/platform/tests/Unit/Support/Ai/*`
- `apps/platform/tests/Unit/Support/PortfolioCompare/*`
- `apps/platform/tests/Unit/Support/SupportRequests/ExternalSupportDeskHandoffServiceTest.php`
- `apps/platform/tests/Unit/Entitlements/*`

## Last Updated

2026-05-02 on branch `platform-dev` (ledger drift correction and alignment with `docs/product/roadmap.md` plus `docs/product/spec-candidates.md` after the manual-promotion split)