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Merge 248-private-ai-policy-foundation into dev (#288) 
Automated PR: merge branch 248-private-ai-policy-foundation into dev (created by Copilot)

Co-authored-by: Ahmed Darrazi <ahmed.darrazi@live.de>
Reviewed-on: #288
2026-04-27 21:18:37 +00:00

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# TenantPilot Implementation Ledger
## Purpose
Dieses Dokument beschreibt den aktuellen repo-basierten Implementierungsstand von TenantPilot. Es ergaenzt `roadmap.md` und `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.
- `sellable` wird nur dort verwendet, wo UI, Workflow, Datenmodell, RBAC/Audit und passende Test-Artefakte plausibel zusammenpassen.
- Backend-only bleibt `foundation-only`.
- UI-only gilt nicht als fertig.
- 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 und Safety Controls. Die Repo-Wahrheit liegt damit ueber einer simplen Lesart von "R1 done / R2 partial". Gleichzeitig ist das Produkt noch nicht voll als kundenseitig konsumierbare Review- und Portfolio-Plattform ausgereift: Customer-safe Review Consumption, Cross-Tenant-Workflows und kommerzielle Lifecycle-Reife sind noch unvollstaendig.
## Status Model
- `planned`: nur in Roadmap oder Kandidatenliste, ohne belastbare Repo-Evidence
- `specified`: als Spec oder Draft angelegt, aber nicht repo-verifiziert umgesetzt
- `implemented_partial`: Teilumsetzung vorhanden, aber noch nicht als fertig bewertbar
- `implemented_backend`: belastbare Backend- oder Modelllogik vorhanden, aber keine ausreichende UI-Adoption
- `implemented_ui`: sichtbare UI vorhanden, aber Workflow- oder Backend-Proof ist noch zu schwach
- `implemented_verified`: Code, Modell, Workflow und Test-Artefakte sind plausibel vorhanden
- `adopted`: implementiert und bereits in zentrale Produktoberflaechen oder Kernablaeufe uebernommen
- `deferred`: bewusst verschoben
- `obsolete`: durch neuere Repo-Realitaet oder andere Implementierung ueberholt
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 | Status | Evidence Level | UI Ready | Tested | Sellable | Notes |
|---|---|---:|---|---|---|---|
| R1 Golden Master Governance | adopted | strong | yes | repo tests, not run | yes | Baselines, Drift, Findings und OperationRun-Truth sind breit im Produkt verankert. |
| R2 Tenant Reviews, Evidence & Control Foundation | adopted | strong | yes | repo tests, not run | almost | Review-, Evidence- und Control-Foundations sind stark; Customer Review Workspace fehlt noch. |
| Alert escalation + notification routing | implemented_verified | strong | partial | repo tests, not run | yes | Alert-Regeln, Dispatch, Cooldown und Quiet Hours sind real. |
| Governance & Architecture Hardening | implemented_partial | strong | partial | repo tests, not run | foundation-only | Viele Hardening-Slices sind bereits im Code, die Lane bleibt aber aktiv. |
| UI & Product Maturity Polish | implemented_partial | medium | partial | partial repo tests, not run | no | Einzelne Polishing-Slices sind da, aber kein geschlossenes "fertig"-Signal auf Theme-Ebene. |
| Secret & Security Hardening | implemented_verified | strong | yes | repo tests, not run | almost | Provider-Verifikation, Permission-Diagnostics und Redaction sind belastbar. |
| Baseline Drift Engine (Cutover) | adopted | strong | yes | repo tests, not run | yes | Compare- und Drift-Workflow wirken als produktive Kernfunktion. |
| R1.9 Platform Localization v1 | planned | none | no | no | no | Keine belastbare Locale-Foundation im Repo gefunden. |
| Product Scalability & Self-Service Foundation | implemented_partial | strong | yes | repo tests, not run | almost | Onboarding, Support, Help und Entitlements sind weit; Billing, Trial und Demo-Reife fehlen. |
| R2.0 Canonical Control Catalog Foundation | implemented_verified | strong | partial | repo tests, not run | foundation-only | Bereits implementiert und in Evidence/Reviews referenziert, aber kein eigenstaendiger Kundennutzen-Surface. |
| R2 Completion: customer review, support, help | implemented_partial | strong | yes | repo tests, not run | almost | Support und Help sind real; kundensichere Review-Consumption ist noch offen. |
| Findings Workflow v2 / Execution Layer | implemented_partial | strong | yes | repo tests, not run | almost | Triage, Ownership, Alerts und Hygiene sind vorhanden; der naechste Operator-Layer fehlt. |
| Policy Lifecycle / Ghost Policies | specified | weak | no | no | no | Als Richtung sichtbar, aber nicht als repo-verifizierter Workflow. |
| Platform Operations Maturity | implemented_partial | strong | yes | repo tests, not run | almost | System Panel, Control Tower und Ops Controls sind real; CSV/Raw Drilldowns bleiben offen. |
| Product Usage, Customer Health & Operational Controls | adopted | strong | yes | repo tests, not run | almost | Diese Mid-term-Lane ist im Repo bereits substanziell vorhanden. |
| Private AI Execution & Usage Governance Foundation | planned | none | no | no | no | Keine belastbare AI-Governance-Foundation im Repo. |
| MSP Portfolio & Operations | implemented_partial | medium | partial | repo tests, not run | foundation-only | Portfolio-Triage ist da; Compare/Promotion und Decision Workboard fehlen. |
| Human-in-the-Loop Autonomous Governance | planned | none | no | no | no | Kein repo-verifizierter Decision-Pack- oder Approval-Workflow. |
| Drift & Change Governance | specified | weak | no | no | no | Einzelne Foundations existieren, die thematische Produkt-Lane aber nicht. |
| Standardization & Policy Quality | planned | none | no | no | no | Keine starke Repo-Evidence fuer eine Intune-Linting- oder Policy-Quality-Oberflaeche. |
| PSA / Ticketing Handoff | planned | none | no | no | no | Support Requests existieren, externe Handoff-Integration aber nicht. |
## Implemented Capabilities
| Capability | Status | Backend | UI | Tests | RBAC/Audit | Sellable | Evidence |
|---|---|---|---|---|---|---|---|
| OperationRun truth layer | implemented_verified | yes | partial | repo tests, not run | yes | foundation-only | `app/Models/OperationRun.php`; `tests/Feature/System/*`; `tests/Feature/ReviewPack/*` |
| Baseline profiles, snapshots and compare | implemented_verified | 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 | adopted | yes | yes | repo tests, not run | yes | yes | `app/Models/Finding.php`; `app/Filament/Widgets/Dashboard/RecentDriftFindings.php`; `tests/Feature/Findings/*` |
| Restore workflow with safety gates | implemented_verified | yes | yes | repo tests, not run | yes | yes | `app/Models/OperationRun.php`; restore gates and tests in `tests/Feature/Restore/*` |
| Evidence snapshots | implemented_verified | yes | yes | repo tests, not run | yes | foundation-only | `app/Models/EvidenceSnapshot.php`; `app/Services/Evidence/EvidenceSnapshotService.php`; `tests/Feature/Evidence/*` |
| Tenant reviews | implemented_verified | yes | yes | repo tests, not run | yes | almost | `app/Models/TenantReview.php`; `app/Services/TenantReviews/TenantReviewService.php`; `tests/Feature/TenantReview/*` |
| Review pack generation and export | implemented_verified | yes | yes | repo tests, not run | yes | yes | `app/Models/ReviewPack.php`; `app/Services/ReviewPackService.php`; `tests/Feature/ReviewPack/*` |
| Alerts and notification routing | implemented_verified | yes | partial | repo tests, not run | yes | yes | `app/Services/Alerts/AlertDispatchService.php`; `tests/Feature/*Alert*` |
| Provider health, onboarding readiness and required permissions | adopted | yes | yes | repo tests, not run | yes | almost | `app/Jobs/ProviderConnectionHealthCheckJob.php`; `app/Services/Onboarding/OnboardingLifecycleService.php`; `app/Filament/Pages/TenantRequiredPermissions.php` |
| Permission posture reporting | implemented_verified | yes | yes | repo tests, not run | yes | yes | `app/Services/PermissionPosture/PermissionPostureFindingGenerator.php`; `tests/Feature/PermissionPosture/*` |
| Entra admin roles reporting | implemented_verified | yes | yes | repo tests, not run | yes | yes | `app/Services/EntraAdminRoles/EntraAdminRolesReportService.php`; `tests/Feature/EntraAdminRoles/*` |
| Stored reports substrate | implemented_verified | yes | partial | repo tests, not run | partial | foundation-only | `app/Models/StoredReport.php`; `tests/Feature/PermissionPosture/StoredReportModelTest.php`; `tests/Feature/EntraAdminRoles/StoredReportFingerprintTest.php` |
| Support diagnostics | adopted | yes | yes | repo tests, not run | yes | almost | `app/Support/SupportDiagnostics/SupportDiagnosticBundleBuilder.php`; `app/Filament/Pages/TenantDashboard.php`; `tests/Feature/SupportDiagnostics/*` |
| In-app support requests | implemented_verified | yes | yes | repo tests, not run | yes | almost | `app/Models/SupportRequest.php`; `app/Support/SupportRequests/*`; `tests/Feature/SupportRequests/*` |
| Product knowledge and contextual help | implemented_partial | yes | yes | repo tests, not run | partial | almost | `app/Support/ProductKnowledge/ContextualHelpCatalog.php`; `tests/Feature/Onboarding/ProductKnowledgeOnboardingHelpTest.php` |
| Product telemetry | implemented_verified | yes | yes | repo tests, not run | yes | almost | `app/Models/ProductUsageEvent.php`; `app/Filament/System/Widgets/ProductTelemetryKpis.php`; `tests/Feature/System/ProductTelemetry/*` |
| Customer health scoring | implemented_verified | yes | yes | repo tests, not run | partial | almost | `app/Filament/System/Widgets/CustomerHealthKpis.php`; `app/Filament/System/Widgets/CustomerHealthTopWorkspaces.php`; `tests/Feature/System/CustomerHealth/*` |
| Operational controls | implemented_verified | yes | yes | repo tests, not run | yes | almost | `app/Models/OperationalControlActivation.php`; `app/Support/OperationalControls/*`; `tests/Feature/System/OpsControls/*` |
| Workspace entitlements | implemented_verified | yes | yes | repo tests, not run | yes | foundation-only | `app/Services/Entitlements/WorkspaceEntitlementResolver.php`; `tests/Feature/Filament/Settings/WorkspaceEntitlementsSettingsPageTest.php` |
| Capability-first RBAC | adopted | yes | yes | repo tests, not run | yes | foundation-only | `app/Services/Auth/CapabilityResolver.php`; `app/Services/Auth/RoleCapabilityMap.php`; many `tests/Feature/Rbac/*` |
| Audit log foundation | adopted | yes | yes | repo tests, not run | yes | foundation-only | `app/Models/AuditLog.php`; `app/Services/Audit/WorkspaceAuditLogger.php`; many audit-focused feature tests |
| Canonical control catalog | implemented_verified | yes | partial | repo tests, not run | partial | foundation-only | `app/Support/Governance/Controls/CanonicalControlCatalog.php`; `config/canonical_controls.php`; `tests/Unit/Governance/*` |
| Portfolio triage continuity | implemented_verified | yes | yes | repo tests, not run | yes | foundation-only | `app/Services/PortfolioTriage/TenantTriageReviewService.php`; `app/Support/PortfolioTriage/*`; `tests/Feature/Filament/TenantRegistryTriageReviewStateTest.php` |
## 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: reale Gate- und Override-Logik, aber noch keine volle Commercial Lifecycle 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.
- Operational control registry and evaluator: starke Safety-Control-Foundation, primar operatorseitig.
- Customer health scoring: reale interne SaaS-Operations-Layer, aber noch keine eigenstaendige Kundenoberflaeche.
- Portfolio triage continuity: sinnvoller Multi-Tenant-Unterbau, aber noch kein vollstaendiges Portfolio-Produkt.
## Partial Capabilities
- Customer-facing review consumption: Tenant Reviews, Evidence Snapshots und Review Packs sind stark, aber ein repo-verifizierter Customer Review Workspace fehlt.
- Findings Workflow v2: Triage, Assignment, Hygiene und Notifications sind vorhanden, aber kein konsolidierter Decision-/Inbox-Layer.
- Product scalability and self-service: Onboarding, Support, Help und Entitlements sind weit, Billing-, Trial- und Demo-Reife aber nicht.
- MSP portfolio operations: Portfolio-Triage ist vorhanden, Cross-Tenant Compare und Promotion fehlen.
- 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".
## Planned But Not Implemented
- Platform Localization v1
- Private AI Execution & Usage Governance Foundation
- Human-in-the-Loop Autonomous Governance
- Standardization & Policy Quality / Intune Linting
- PSA / Ticketing Handoff
- Customer Review Workspace v1
- Cross-Tenant Compare and Promotion v1
- Later compliance overlays beyond the current control/evidence foundation
## Release Readiness
| Release / Theme | Readiness | Notes |
|---|---|---|
| R1 Golden Master Governance | implemented | Die zentrale Governance- und Execution-Layer ist repo-verifiziert und breit adoptiert. |
| R2 Tenant Reviews & Evidence Packs | partially implemented | Reviews, Evidence Snapshots und Review Packs sind stark; kundensichere Consumption fehlt noch. |
| R3 MSP Portfolio OS | foundation only | Portfolio-Triage ist da, aber Compare/Promotion und Decision Workflows fehlen. |
| Later Compliance Light | foundation only | Canonical Controls, Evidence und Exceptions existieren als Grundlage; ein Compliance-Produkt ist nicht repo-proven. |
## Commercial Readiness
### Demo-ready
- Baseline compare and drift walkthroughs
- Review pack generation and export
- Provider health, onboarding readiness and required permissions
- Support diagnostics
- Permission posture and Entra admin roles reporting
### Almost sellable
- Review-driven governance workflow around tenant reviews and review packs
- Baseline drift and restore governance
- Alerting and run visibility for governance operations
- Support requests with contextual diagnostics
- Provider readiness and permission posture reporting
### Foundation-only
- OperationRun truth layer
- Audit foundation
- Capability-first RBAC
- Workspace entitlements
- Canonical control catalog
- Stored reports substrate
- Evidence snapshot substrate
- Product telemetry
- Customer health scoring
- Operational controls
- Portfolio triage continuity
### Not sellable yet
- Customer Review Workspace v1
- Cross-Tenant Compare and Promotion v1
- Localization v1
- Private AI Execution Governance Foundation
- External Support Desk / PSA Handoff
- Compliance Light product layer
## Open Gaps & Blockers
| Gap | Type | Impact | Roadmap Area | Recommended Spec |
|---|---|---|---|---|
| Customer-safe review workspace is missing | Release blocker | Existing review and evidence assets cannot yet be consumed as a clear customer-facing surface | R2 completion / Tenant Reviews | P0 Customer Review Workspace v1 |
| No consolidated operator decision inbox | UX blocker | Operators still move between findings, runs, alerts and portfolio surfaces to act | Findings Workflow / MSP Portfolio | P0 Decision-Based Governance Inbox v1 |
| Cross-tenant compare and promotion is not repo-proven | Release blocker | MSP portfolio story remains partial | MSP Portfolio & Operations | P1 Cross-Tenant Compare and Promotion v1 |
| Localization foundation is absent | UX blocker | Product polish and DACH-readiness remain limited | R1.9 Platform Localization v1 | P1 Localization v1 |
| Entitlements stop short of full commercial lifecycle | Commercialization blocker | Plan gating exists, but trial, grace and suspension semantics remain incomplete | Product Scalability & Self-Service Foundation | P2 Commercial Entitlements and Billing-State Maturity |
| Support requests do not hand off to an external desk | Commercialization blocker | Support operations still depend on manual follow-through outside the product | R2 completion / Support | P2 External Support Desk / PSA Handoff |
| AI governance foundation is absent | Architecture blocker | Future AI features would risk trust and policy drift if added directly | Private AI Execution & Usage Governance | P3 Private AI Execution Governance Foundation |
| Roadmap understates current repo truth | Architecture blocker | Prioritization can drift because strategy docs lag implementation | Product planning / roadmap maintenance | none - docs alignment |
| Test files were not executed for this ledger update | Testing blocker | This document relies on code plus test presence, not live runtime validation | all areas | none - run targeted suites |
## Recommended Next Specs
- `P0 Customer Review Workspace v1`: turns existing reviews, evidence and review-pack outputs into a customer-safe read-only product surface.
- `P0 Decision-Based Governance Inbox v1`: consolidates existing findings, runs, alerts and triage signals into one operator work surface.
- `P1 Cross-Tenant Compare and Promotion v1`: needed to move from portfolio visibility to portfolio action.
- `P1 Localization v1`: still absent in repo and becomes more expensive the later it lands.
- `P2 Commercial Entitlements and Billing-State Maturity`: extends the already real entitlement substrate into a usable commercial lifecycle.
- `P2 External Support Desk / PSA Handoff`: extends support requests beyond internal persistence.
- `P3 Private AI Execution Governance Foundation`: should exist before feature-level AI adoption, not after it.
## Roadmap Drift Notes
- `roadmap.md` understates the current R2 control foundation. Canonical controls, stored reports, permission posture and Entra admin roles are already repo-real, not just near-term ideas.
- `roadmap.md` understates product supportability. Support diagnostics, in-app support requests and contextual help already exist in the repo.
- `roadmap.md` understates operational maturity. Product telemetry, customer health and operational controls are already implemented and wired into the system panel.
- `roadmap.md` understates commercial foundations. A workspace entitlement resolver, plan profiles and enforcement points already exist, even though full billing-state maturity does not.
- The roadmap is stronger at describing missing customer-facing consumption than missing backend foundations. Customer Review Workspace v1, Cross-Tenant Compare and Promotion, Localization and AI Governance still look genuinely unimplemented.
- The main drift pattern is underestimation, not overestimation. The only place where optimism should still be resisted is customer-facing review maturity: internal review and evidence foundations are strong, but the repo does not yet prove a finished customer review workspace.
## 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/System/Pages/Dashboard.php`
- `apps/platform/app/Filament/Pages/TenantRequiredPermissions.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/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/Alerts/AlertDispatchService.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/Governance/Controls/CanonicalControlCatalog.php`
- `apps/platform/app/Services/Audit/WorkspaceAuditLogger.php`
- `apps/platform/app/Services/Auth/CapabilityResolver.php`
Wichtige Test-Anker im Repo:
- `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/CustomerHealth/*`
- `apps/platform/tests/Feature/System/ProductTelemetry/*`
- `apps/platform/tests/Feature/System/OpsControls/*`
- `apps/platform/tests/Feature/Filament/TenantRegistryTriageReviewStateTest.php`
- `apps/platform/tests/Unit/Governance/*`
- `apps/platform/tests/Unit/Entitlements/*`
## Last Updated
2026-04-27 on branch `248-private-ai-policy-foundation`
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