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portal documentation

Portal turns a Git repo of YAML into a running site. Almost everything here is about that YAML: what a content repo may say, and what the engine does with it.

Getting startedBringing your people in: from an empty Kanidm to everyone at their own desk, from what the content says.
ArchitectureWhat the engine is made of and where each piece lives in the source.
Content referenceEvery key a content repo may write, and what it does.
State machinesaggregates.yaml: stages, who moves a case, mail, deadlines, memberships.
AccessHow the Cedar policy is compiled from content, and who may ask it what.
StorylinesThe same site told several ways: lists of texts, one storyline per visitor, counted per storyline.
MembershipsGroups kept by portal itself: a membership as a case, a person as a phone number first, and the provider only saying who.
OperationsReleasing, deploying, adding a site, environment variables.
Training a siteportal plan and portal build: a business in plain words becomes a content repo, held to the lint.
The lintportal lint: what a content repo’s CI runs before anything reaches a site.
Filesystem routesWhy the questions/ tree is the router.

One repo in the same family carries its own docs:

  • uhhm/gdo — the mailer. Delivers what content asked to be sent, and carries replies back.

The lint (once uhhm/iris) and the trainer (once uhhm/portal-trainer) are commands of the portal binary since 0.6; their chapters are above, and the trainer’s runs stay in the old repo.

Getting started: bringing your people in

A site is run by a handful of people: whoever answers for each question it asks, and whoever works each desk. This is how they get in - from an empty Kanidm to everyone signed in at their own desk - without anyone handing out passwords or running an admin tool per person.

The idea in one line: the content says who is involved, and portal makes their accounts. A page names who is responsible for it; a directory is gated on a group; a desk may invite into groups. Portal reads that and does the rest at start.

What you need

  • A content repo, and a portal instance running it (Operations has adding a site).
  • A Kanidm of the site’s own. Group names below are exactly the ones the content uses, with no prefix; that is only safe when the Kanidm serves this site alone. (Or no Kanidm at all: with PEOPLE_BACKEND=memberships portal keeps the groups itself and any OIDC provider that can say who someone is will do; see Memberships. The rest of this page is the Kanidm way.)
  • Mail: mail: { from } in site.yaml, and gdo on the host. Without it accounts are still made, but nobody hears about them.

1. Say who is involved, in the content

Three things in the content decide who needs an account:

contentwhowhat they get
responsible: { name, contact } on a pagethe person answering for that questionan account, and a mail saying they are listed as responsible for asking it
responsible: { name, contact, group }a group answering for itnothing: the inbox is not a person; the group’s members have the desk, and each of them may suggest changes to the page
qualifies: board on a page or _section.yamlmembers of that groupthe pages and desks under it
invite: { group: treasurer } on a desk pagethe desk’s own groupthe right to bring people into treasurer

The desk whose group may invite into the most groups is the site’s most privileged one; for an association that is the board. Portal works that out from the content (see step 4).

2. Set up Kanidm for portal

Portal needs four things from Kanidm. The tomtervel/infrastructure repo’s kanidm-setup.sh does all of them and is a good starting point; by hand, as idm_admin:

K="kanidm -D idm_admin -H https://id.example.no"

# An onboarding account: may create people and issue a first password
# link, nothing more. pii_read lets an invite find someone who already
# has an account by their email instead of making a second one.
$K service-account create portal-onboarding "Portal onboarding" idm_admin
$K group add-members idm_people_on_boarding portal-onboarding
$K group add-members idm_people_pii_read portal-onboarding

# One group per `qualifies:` in the content, managed by that account:
# adding a member to a group takes the right to manage it.
for g in board treasurer traffic; do
  $K group create "$g" portal-onboarding
done

# The sign-in client. Everyone in this Kanidm may sign in; what they
# see comes from their groups, in the `groups` claim.
$K system oauth2 create portal "My site" https://site.example.no
$K system oauth2 add-redirect-url portal https://site.example.no/auth/callback
$K system oauth2 update-scope-map portal idm_all_persons openid profile email
for g in board treasurer traffic; do
  $K system oauth2 update-claim-map portal groups "$g" "$g"
done
$K system oauth2 update-claim-map-join portal groups array

# The onboarding token, read-write, shown once: into portal's env.
$K service-account api-token generate portal-onboarding portal --readwrite

Then portal’s environment:

variablevalue
KANIDM_URLhttps://id.example.no
OAUTH2_CLIENT_ID, OAUTH2_CLIENT_SECRETthe client above (show-basic-secret)
KANIDM_API_TOKENthe onboarding token

3. Name the first person

Someone has to be first: every later person is invited from a desk, and on an empty Kanidm there is no desk anyone can open yet.

variablevalue
SEED_ADMIN_EMAILthe first person’s address
SEED_ADMIN_NAMEtheir name, as it should appear (optional)
SEED_GROUPa group to put them in, if not the most privileged one (optional)
RESPONSIBLE_GROUPa group every responsible person joins, e.g. editors (optional)

4. Start portal

At start, portal:

  1. Invites the first person into SEED_GROUP, or the most privileged group, and mails them the one-time link. Once: it is remembered in the portal_seed bucket, so restarts and upgrades never send a second link.
  2. Makes an account for everyone named responsible who has none, and mails them that they are listed as responsible for asking those questions, with their link. With RESPONSIBLE_GROUP they all join it; someone who already had an account is added without a mail.

The two run side by side. Kanidm may still be starting beside portal, so each is tried again a minute apart, up to twenty times. The log says what happened, per person.

The second happens again whenever the content changes, so a new page naming a new person sets them up without a restart. And it works both ways: someone the content has stopped naming leaves RESPONSIBLE_GROUP in the same pass, and with it whatever else that group opens. Only if portal is who put them there - a person who was in the group before is left in it - and their account stays, since it is theirs.

5. The rest come in from the desks

From here nobody touches Kanidm:

  • At a desk, whoever may invite fills in a name and an address. Portal makes the account, adds them to the group, and mails the link.
  • A decision can be the invitation. A state with grants: group in aggregates.yaml puts the person a case is about into that group when the case arrives there - an approved committee application that is the membership.
  • A new page with a new responsible person gets them an account when the page goes live.

An invite that nobody used

A link lives a day. Every invite - a desk’s, and the ones portal made at start - is a case in portal_invites, and keeps itself current:

statemeanshow it gets there
openthe link is waitingthe invite was sent, or sent again
donethe person is inthey signed in to the site; or a desk says so
expiredthe link ran out unuseda sweep, every ten minutes

A desk that lists the bucket offers the way back with a transition from expired to open. Pressing it makes a fresh link and mails it:

resource:
  source: { kind: kv, bucket: portal_invites }
  requires_group: board
  transitions:
    - { from: open, to: done, label: Is in }
    - { from: expired, to: open, label: Send again }
    - { from: expired, to: done, label: Is in }

6. What the people who ask the questions can do

Signed in, a person a page names as responsible sees a card at the foot of their own pages to suggest a change. The server checks it is really them, and the suggestion is mailed to the site’s inbox with them as reply-to, so answering it answers them.

It is also a case, in the built-in portal_edit_suggestions bucket, so it does not depend on somebody reading that inbox. Give a desk the list, and whoever sits there takes it up and settles it:

resource:
  source: { kind: kv, bucket: portal_edit_suggestions }
  requires_group: board
  transitions:
    - { from: open, to: discussed, label: Looking at it }
    - { from: open, to: done, label: Changed }
    - { from: open, to: declined, label: Will not change }
    - { from: discussed, to: done, label: Changed }
    - { from: discussed, to: declined, label: Will not change }

The person who suggested it is mailed at each move, in the site’s language, and the card on their page lists what they have sent and where each one stands. A content repo that declares the bucket itself in aggregates.yaml, with a mail: on a state, sends that instead.

Their group can also be the way into other tools. The vel’s editors group signs in to the project Gitea with the same account: a second OAuth2 client scoped to that group alone.

When it does not work

what you seewhy
an invite fails with 403 setting maila portal before 0.5.4 set the address in a second call; the onboarding account may create but not modify
an invite fails with 404 adding to a groupthe group is not managed by portal-onboarding: group set-entry-manager <group> portal-onboarding
Item not found setting the login page’s name or logothose are system settings only admin may change, not idm_admin - or the CLI and server versions differ
accounts are made but nobody is mailedsite.yaml has no mail.from, or gdo is not running on the host
someone responsible never got a mailthey already had an account (they are only added to RESPONSIBLE_GROUP), or their contact is not an email address
an invite stays open though the person has set a passkeyKanidm does not show a passkey to the onboarding account; it becomes done when they sign in to the site
“send again” is not on the deskthe list has no { from: expired, to: open } transition, or the content declares portal_invites itself without an expired state
someone left a page and is still in RESPONSIBLE_GROUPthey were in the group before portal added them, so it is not portal’s to undo
the first person was invited twiceit cannot be, per address and group; changing SEED_ADMIN_EMAIL or SEED_GROUP invites the new pair

Content reference

A content repo is the site. This is everything it may say.

site.yaml                 branding, language, mail
aggregates.yaml           the state machine of every bucket
needs.yaml                what the site is for (read by iris, never by portal)
questions/
  index.yaml              the front page, served at /
  about.yaml              served at /about
  review/
    _section.yaml         applies to everything under /review
    index.yaml            served at /review
    [record].yaml         serves /review/<anything>

Nothing here is required except a questions/ tree with something in it. Portal’s lint refuses content it cannot serve honestly, at boot, on every hot reload, and in CI through iris check.

site.yaml

title: Vestmark kommune          # the browser title and the header
wordmark: /site/logo.svg         # an image instead of the title
wordmark_invert: true            # flip it in dark mode
wordmark_height: 2.4             # rem
lang: no                         # the interface language: en or no
stylesheet: /site/theme.css      # served same-origin from the repo
favicon: /site/icon.svg
hero: { kind: module, module: hero.js }   # or { kind: plain }
mail:
  from: Vestmark kommune <post@vestmark.example>
  reply_to: post@vestmark.example
  invite: { subject: "...", body: "..." }   # rewords the built-in invite mail

mail.from is required as soon as any state declares a mail.

Any text a person reads (name, description, label, placeholder, a mail’s subject and body, consequence, encouragements) may be a list instead of one string: one entry per storyline, all lists the same length.

A question

One YAML file is one page.

id: /apply              # defaults to the file's path
name: Apply to build
description: What we need from you.
qualifies: case_officers        # a Kanidm group may open this page
requires_chain: /start          # or: an answer they must already have given
followup: true                  # keep it out of the nav until earned
responsible: { name: Solveig, contact: post@vestmark.example }
# or a group's: no account is made for the inbox, and any signed-in
# member of the group may suggest a change to the page
responsible: { name: The board, contact: board@vestmark.example, group: board }
event:                          # this page announces an occasion
  starts: 2026-10-14T18:00
  duration: 2h
  place: The town hall
place:                          # this page is about somewhere
  lat: 59.8938
  lon: 11.0332
  zoom: 15
  name: The town hall
alternatives: [ ... ]

qualifies, requires_chain and responsible are inherited from the nearest _section.yaml. event makes a page an occasion with a time; place makes it a place, drawing a still map under the question and opening any type: location field on the page there rather than on the whole world.

An alternative

One choice. Never two actions behind one heading: if two things can be done, they are two alternatives.

alternatives:
  - name: Send the drawings
    description: We answer within twelve weeks.
    action: /sent                  # the page to go to; /shape/{field} templates
    record_as: applications        # the bucket the answer lands in
    disabled: false
    consequence: [What happens next]
    encouragements: [It takes two minutes]
    images: [/site/drawing.png]
    features: [ ... ]

Three things an alternative may do instead of, or beside, recording an answer:

    self_transition:               # the person moves their own record
      bucket: applications
      to: complete
      from: [open, incomplete]     # defaults to the initial state alone
      label: Send them
    invite: { group: case_officers }   # onboard someone into Kanidm

self_transition.from is what keeps a person in dialogue with their case: an applicant written to for a missing drawing answers from incomplete, and may withdraw from wherever the case has got to. Omitted, it is the initial state alone, which is what a one-shot unsubscribe link means. Each state listed becomes its own access rule, and the lint refuses a from -> to the state machine does not declare.

An invite needs a required name and email on the same alternative, and the inviting group must be allowed to invite that group by the policy.

A feature

What an alternative offers, explained. A feature that is only layout is a feature wasted: each one says something true about the choice.

    features:
      - name: What you need
        description: The case number from the letter.
        icon: document
        color: "#8ec2c0"
        requirements: [ ... ]      # form fields
        resource: { ... }          # live data

A requirement (a form field)

        requirements:
          - name: email            # snake_case; this is the stored key
            label: Your email
            placeholder: you@example.no
            type: email
            optional: false
            value: "{key}"         # a preset; a dynamic page's segment fills it

value: "{user.email}" or "{user.name}" is the signed-in person’s own, and a field it fills is carried rather than asked: someone the site knows is not asked who they are. A visitor gets the field, empty.

type is one of:

typewhat it is
textthe default
email, tel, date, number, …anything else is passed straight through as the HTML input type
textareaseveral lines
prosekita rich-text editor
selectone choice, or multiple: true for any number
filean upload, with accept: and multiple:
locationa pin on a map, stored as {lat, lon, zoom}
recordthe record this one belongs to
gesture, voicea drawn stroke or a recording, through a redoal relay
hiddena carrier value, no label row
modulea widget the content repo ships

A select takes either inline options: [...] or a resource: to draw them from, with id_field: naming each item’s stable id.

A field may load its value from a resource when a sibling changes:

          - name: contents
            type: textarea
            bind:
              field: path          # the sibling to watch
              resource: { source: { kind: url, url: "https://git.example/raw/{path}" } }

type: record

How one case belongs to another — an objection to the application it objects to, an appeal to the decision it appeals.

          - name: case
            type: record
            of: applications       # the bucket the other record is in
            value: "{key}"         # arrives on the link, on a dynamic page

Nobody types one of these: the stored value is the parent’s record id, which is a chain hash. It arrives the way it was given out, so the field carries rather than asks, and renders hidden. A submission naming a record that is not there is refused, so a reference in a stored record is one that resolved at least once.

The other half is a listing that asks for the children:

        resource:
          source: { kind: kv, bucket: objections }
          requires_group: case_officers
          where: { field: case, equals: "{key}" }

And the way there from a list: link puts a link on every listed record to a page about it, with {id} for the record’s id and {field} for any of its fields. A notice on a public board links to /notices/{id}, the dynamic page /notices/[key] whose form carries the notice’s id back in with value: "{key}":

        resource:
          source: { kind: kv, bucket: notices }
          public: true
          link: { to: "/notices/{id}", label: I can lend or borrow this }

A resource

Live data, declared by content and read by the server. What a resource reads is never a client-supplied parameter.

        resource:
          source: { kind: kv, bucket: applications }
          key: abc123              # one record instead of the list
          public: true             # or requires_group: case_officers
          states: [approved, refused]      # only these; empty means all
          where: { field: case, equals: "{key}" }
          jq: ".[] | {name, url: .html_url}"
          empty: Nothing decided yet.
          link: { to: "/notices/{id}", label: Answer this }   # a page per record
          transitions:             # the desk's buttons
            - { from: complete, to: on_hearing, label: Send it out }

source.kind is one of kv, gitea_starred, gitea_releases, url.

A spec with neither public: true nor requires_group is unreachable: reads fail closed, and mutations always need a group whatever public says.

states and where narrow a listing. They matter most for a register that is public by law — public about what was decided, not about what was withdrawn — while the desk working the same bucket is a different spec and still sees all of it. A record that has no such field never matches: “everything that did not say” is not something a page can ask for by accident.

needs.yaml

What the site is for, as a checkable spec: who wants what, which bucket the answer must land in, which group carries it to a finished state. The runtime never reads it. iris check proves the site meets it, and iris replay runs cases through the real engine.

State machines

aggregates.yaml declares what a bucket’s records may be and how they move. It is the one file that decides what is possible; the pages only decide who presses what.

aggregates:
  - bucket: applications
    initial: open
    states:
      open:        { event: received }
      incomplete:  { event: incomplete }
      complete:    { event: complete }
      on_hearing:  { event: on_hearing }
      recommended: { event: recommended }
      approved:    { event: approved }
      refused:     { event: refused }
      withdrawn:   { event: withdrawn }
    transitions:
      open:        [incomplete, complete, withdrawn]
      incomplete:  [complete, withdrawn]
      complete:    [incomplete, on_hearing, refused, withdrawn]
      on_hearing:  [incomplete, recommended, refused, withdrawn]
      recommended: [approved, refused, withdrawn]

transitions is an arbitrary directed graph. Cycles are allowed and are often the honest shape: a case sent back for the drawing it was missing returns to a stage it was already past. A good ending may sit partway along — an authority that changes its own decision finishes the case without walking to the end of the line.

Each state’s event string is the name written into the log, and must be unique within the bucket. A record’s state is replayed from its own events, so renaming an event orphans the records that carry the old name: when rebuilding a live site, keep the names it already has.

What a state may carry

Beside its event, a state may declare three things that happen when a record arrives in it.

mail

      approved:
        event: approved
        mail:
          to: submitter            # or one fixed address
          subject: "Your application"
          body: |
            Hello,

            {property_address} is approved. The decision is at
            {site}/status/{chain}.

{field} is any field of the record, plus {site}, {chain}, {email}, {bucket} and {state}. The body is markdown; it is sent as text with an HTML alternative. to: submitter means the record’s email field, and the lint then requires every form filling that bucket to collect a required email.

A record that belongs to another (a type: record field, say notice) can write to that record’s people: to: "{notice.email}" goes to whoever posted the notice, and {notice.hva} in the body is what they posted. The lint requires every form filling the bucket to carry that field. This is how an answer to a notice on a board reaches the neighbour who put it there, without anyone in between.

Portal renders it and publishes on portal.mail.send. gdo delivers it, and a reply comes back on portal.mail.received as a note beside the record. A note never moves a case.

grants

      approved:
        event: approved
        grants: approved_firms

The person the record is about becomes a member of that group when the record arrives here. An approval that means membership should not also need somebody to remember to invite them afterwards.

The lint requires every form filling that bucket to collect a required name and a required email, because by the time a desk presses approve there is nobody left to ask. With memberships as the people backend a phone number does as well as an address, and the grant is a record in portal_memberships rather than a Kanidm call (see Memberships). An instance with neither configured grants nothing and says so in the log; the transition itself always stands.

after

      on_hearing:
        event: on_hearing
        after: { days: 42, to: recommended }

The move a clock makes rather than a person. A hearing that gets no answer in six weeks has to go on without one, and nobody in the building is in a position to press that button.

A deadline may only do what a person could have done: after.to is held to the same declared edge as a desk button, and content that says otherwise is refused when it loads, not when the hour comes round. The wait is measured from the record’s last move. The move goes through the same transition path, fires the same mail, and lands on portal.answers.submitted like any decision, stamped deadline.

The unit is days and the sweep is hourly. This is a deadline, not a job queue.

attended_by

  - bucket: newsletter
    initial: open
    states: { open: { event: received } }
    attended_by: n8n newsletter compose

Names what consumes a bucket no page reads back. The lint refuses a bucket that a form fills and nothing attends — a question was once dropped and its answers silently fell out of every reader’s view, and this is the contract that replaced the convention.

Who moves what

Nothing in this file says who. A move becomes possible for somebody when a page offers it:

  • a desk resource’s transitions gives it to that resource’s requires_group;
  • an alternative’s self_transition gives it to the person who sent the record, by their link and their email, from the states its from names;
  • a state’s after gives it to the clock.

All three compile into the same access policy, and the engine refuses anything the graph above does not declare, whoever asks.

Testing one

iris replay runs cases through this exact machinery — the same store_answer and transition the running site uses, against a throwaway JetStream, reporting what the engine accepted and refused.

docker run -d --rm -p 127.0.0.1:14222:4222 nats:2.14.6-alpine -js
iris replay --path questions --nats nats://127.0.0.1:14222 --cases cases.jsonl

Each line of cases.jsonl is one case: a need, a record, and the states it walks. Point it at a throwaway NATS, never a site’s own: it writes.

Access

Who may do what to what is compiled from content on every load into one Cedar policy set, and every server entry point asks that one policy. Identity stays Kanidm’s; portal only decides.

Where the groups come from

The policy names groups; it does not hold them. A User entity’s parents are the person’s groups, and those come from the sign-in: the groups claim the provider sent, joined with the person’s active memberships when portal keeps them itself. Cedar sees one list either way.

What content compiles to

contentrule
a page with no qualifiesanyone may open and submit
qualifies: case_officersthat group may open and submit
requires_chain: /startthe visitor’s verified answer lineage must reach it
a resource with public: trueanyone may read it
a resource with requires_group: gthat group may read it
a desk resource’s transitionsthat group may make those moves
an alternative’s self_transitionthe submitter may make it, from each state in from, with their link and their matching email
an alternative’s invite: {group}the page’s own group may invite into that group

Mutations always need a group, whatever public says. A resource with neither public nor requires_group is unreachable rather than open: the policy fails closed.

Reading the policy

iris check --path questions --access

prints every rule the content compiled to, as a table of who may do what from where to where. It is the fastest way to find a rule a content repo did not mean to write — a refusal available on the day a case arrives, a board that can decide a case it never received.

Asking it

Every decision carries the rule ids that granted it. Refusals and every mutation are published on portal.access.decided.

Other applications ask the same question over NATS request-reply on portal.access.<site>.may, with the same principal, action, resource and context the server uses internally — so an automation acting as a group gets exactly the answer a person in that group would.

A principal may also name a person by sub, phone or email and list no groups; portal then looks their memberships up before deciding. That is what makes the policy usable for someone who has never opened the site.

The submitter

A person who sent a form has no account. Their credential is the link: an unguessable chain hash, plus the email they gave, which the policy compares against the one stored on the record.

What they may do, and from where, is self_transition.from. Its default is the initial state alone. A refusal reads “not found” while the record is somewhere the move could have been made from — so the endpoint cannot be used to discover which records or addresses exist — and “already processed” once the case has moved past it.

Storylines

The same site, told two ways, and counted.

Anywhere content says something to a person, it may say it in several ways by giving a list instead of one string:

name: Want to help out in the neighbourhood?
description:
  - The work day, the spring fair and the committees need more hands. Say what you can do.
  - The neighbours do most things themselves. Sign up here for whatever you fancy.
alternatives:
  - name: [Join in, Sign me up]
    consequence: [[Send], [Count me in]]

Each index is a storyline. A visitor is given one at their first request, kept in a cookie (portal_storyline) for a year, and reads that storyline on every page, in every button and in every mail the site sends them about their case. A single string is every storyline.

The rules

  • Same length everywhere. Every list of texts in the content has the site’s arity, so a storyline never has a hole in it. The lint refuses a list of another length and names it.
  • What varies is what a person reads: name, description, label, placeholder, title, a mail’s subject and body, a list’s empty line, consequence and encouragements (those two as lists of lists).
  • What the machine reads never varies: a field’s name (the stored key), a select’s options (the stored values), states, groups, paths, buckets.
  • One storyline per site, not per page. That is what makes it a storyline rather than a scatter of variants: a warm front door leads to a warm form and a warm mail.
  • A signed-in person keeps the storyline they had as a visitor.
  • A site that tells one storyline sets no cookie.

What is counted

Every record and every answer event carries the storyline it came from (storyline on Answer and on portal.answers.submitted). The mail a case gets tells the same storyline, so a person who read the warm front door is not thanked in the plain voice.

GET /report gives the counts, per bucket, per storyline, per state:

{ "storylines": 2,
  "buckets": { "requests": { "0": { "open": 3, "solved": 9 },
                             "1": { "open": 5, "solved": 14 } } } }

Storylines are assigned evenly, so those numbers are the comparison: which words brought more people to send, and how their cases went. No record, field, address or time leaves the site. The trainer reads this (portal report) next to what its personas scored offline, and the plan’s tones are where the storylines are written.

Memberships

Who belongs to which group, kept by portal itself.

A site’s groups are named in its content: qualifies on a page, requires_group on a list, invite: { group } on a desk, grants on a state. Until now the groups themselves lived in Kanidm, and portal read them from the sign-in token. With memberships they live in portal, as records in the built-in portal_memberships bucket, and the identity provider only has to say who someone is. Cedar sees no difference: a person’s active memberships are the parents of their User entity, exactly as a groups claim was.

A membership is a case

One record per group and person:

statemeanshow it gets there
inviteda place is held for thema desk invite, a state that grants, the first person, someone the content names as responsible
activethey are inthey signed in, and the provider’s subject, phone number or address matched the record
removeda desk took them outa button on the desk that lists the bucket; inviting them again reopens the record

The record carries name, group, by (who or what put them there: a username, seed, responsible, or the case as bucket:id), and what is known of the person: phone, email, sub. At sign-in everything the provider verified is written onto every record that matched, so a record made from an address learns the phone number, and the next sign-in matches on the subject before anything else.

Because it is a case, a desk lists it like any other bucket:

        resource:
          source: { kind: kv, bucket: portal_memberships }
          requires_group: board
          transitions:
            - { from: invited, to: removed, label: Withdraw }
            - { from: active, to: removed, label: Take out }
            - { from: removed, to: invited, label: Invite again }

A person is their phone number first

A provider that verifies phone numbers (Vipps) makes the number the surest thing a record can hold. So a person is known by, in order: their phone number, their email address, the provider’s subject. A form that collects phone, telefon, tel or mobil gives the first; email or epost the second. Numbers are kept as +4791234567 whatever way they were typed; a bare national number gets the site’s country (PHONE_COUNTRY, +47 unless set). Addresses are lowercased.

A record matches a person on any one of the three, so a desk that invited by address and a decision that granted by number are talking about one person, and there is one record.

Switching a site to memberships

PEOPLE_BACKEND=memberships

Unset, a KANIDM_API_TOKEN means Kanidm and no token means memberships. With memberships:

  • A desk invite writes an invited record and mails “log in at the site, and your place is there”. The provider makes people, portal makes members: with Vipps Login everyone can already sign in. A Kanidm still configured beside memberships (KANIDM_API_TOKEN) makes the account too, with no group and the one-time link in the mail, so a site can switch to memberships before its provider does.
  • grants writes a record for the person the case is about, from the form’s name and phone number or address.
  • SEED_ADMIN_PHONE or SEED_ADMIN_EMAIL writes the first person’s.
  • The people the content names as responsible get theirs in RESPONSIBLE_GROUP, and lose it when the content stops naming them.
  • The groups claim, if the provider sends one, still counts: a person’s groups are the union.

With OIDC_EXTRA_SCOPES=phoneNumber the sign-in asks the provider for the number and reads phone_number from userinfo. Set it for Vipps; not for Kanidm, which denies a sign-in that asks for a scope the person does not hold. Without it, matching falls back to the address.

Asking who belongs

Other applications ask portal the same access question they always could, over NATS on portal.access.<site>.may. A principal that names a person and lists no groups is looked up:

{ "principal": { "kind": "user", "sub": "vipps:abc", "phone": "912 34 567" },
  "action": "transition",
  "resource": { "kind": "bucket", "name": "hazards" },
  "context": { "from": "open", "to": "fixed" } }

The answer is Cedar’s, with the rule ids that granted it, for a person who may never have opened the site. That is the whole authorization engine: the provider says who, memberships say what they belong to, the policy compiled from content says what they may do.

What Kanidm still does

For a site on Kanidm nothing changes: invites make accounts and add to Kanidm groups, and portal_invites tracks the one-time links. The two backends can be swapped by the one variable; the content and the policy are the same either way.

Operations

Portal does not deploy itself. It publishes versions; each site decides when to take one.

Cut a release

cargo release patch        # or minor / major

That bumps Cargo.toml, tags v<version> and pushes. CI (.gitea/workflows/publish.yml) reacts to the tag, builds once, and attaches portal-v<version>.tar.gz (portal, iris, hash.txt, site/) to the Gitea release. Plain pushes to main only run the tests: nothing reaches production from this repo.

The same job re-pins, tests and tags iris to match, so a portal change to anything the lint reads fails the release rather than the next content push.

Before cutting, move the Unreleased lines in CHANGELOG.md under a heading for the new version. That section becomes the release notes, and the table at the end of the file records which version each site runs.

Pkg files are content-hashed (hash-files = true, instances run with LEPTOS_HASH_FILES=true), so a freshly served page can never pair a stale cached bundle with new wasm.

Roll it out

In the content repo, one line of .gitea/workflows/deploy.yml:

env:
  PORTAL_RELEASE: v0.4.0

Its CI downloads the pinned artifact, ships /srv/app/<instance>/releases/<tag>, flips current, rewrites the instance env from that repo’s own Actions variables and secrets, restarts app@<instance> and refreshes the Caddy route. Every rollout is a commit, so reverting a bad version is git revert and a push.

Sites upgrade independently and may pin different versions.

Content changes never come through any of this: they hot-reload live from the content repos over NATS.

Add a site

A new content repo with a copy of an existing deploy.yml (change INSTANCE, the port and the domains), Actions variables (KANIDM_URL, OAUTH2_CLIENT_ID, PUBLIC_URL, SITE_NAME) and secrets (NATS_URL, OAUTH2_CLIENT_SECRET, PORTAL_GITEA_API_TOKEN — Gitea reserves the GITEA_ prefix for secret names), a Kanidm OAuth2 client, and DNS. site.yaml handles all branding; no portal change is needed.

Environment

Runtime configuration is environment variables; src/main.rs is the authority and each content repo’s deploy.yml holds the production values.

NATS_URLevents, projections, sessions, content reload, access questions
CONTENT_REPO, CONTENT_BRANCHthe repo that is the site
KANIDM_URL, OAUTH2_CLIENT_ID, OAUTH2_CLIENT_SECRETsign-in
PEOPLE_BACKENDkanidm or memberships (see Memberships); unset, Kanidm when KANIDM_API_TOKEN is set, memberships otherwise
KANIDM_API_TOKENinvites and grants: through Kanidm
PHONE_COUNTRYthe calling code a bare phone number gets, +47 unless set
OIDC_EXTRA_SCOPESscopes to ask the provider for besides openid profile email: phoneNumber for Vipps. Not for Kanidm, which denies a sign-in that asks for a scope the person does not hold
SEED_ADMIN_EMAIL or SEED_ADMIN_PHONE, SEED_ADMIN_NAME, SEED_GROUPthe first person in, invited once at start into the most privileged group (or SEED_GROUP)
RESPONSIBLE_GROUPthe group every person a page names as responsible joins, at start and whenever the content changes, and leaves when no page names them any more; they get an account either way
PUBLIC_URL, SITE_NAMEwhat the site calls itself in links and mail
GITEA_API_TOKENauthenticated resource pulls
AUTOMATION_READ_TOKENthe automation KV read endpoint
GARAGE_*uploads
MAPBOX_TOKENmap tiles, proxied; unset, maps are off
GARAGE_* (4)attachments; see below. Unset, upload fields fail closed
PORTAL_RATE_BURST, PORTAL_RATE_SECONDSthe rate limit; see below

Mail is delivered by gdo, a separate unit on the same host reading the same NATS.

Rate limiting

Every request passes a per-caller-IP limit before a session is loaded or a handler is entered: a burst of 30, refilled one every two seconds. A visitor filling in a form never reaches it (a page load fetches several resources at once); a script does.

PORTAL_RATE_BURSThow many requests at once, default 30
PORTAL_RATE_SECONDSseconds per refilled request, default 2

Either set to 0 turns it off, for an instance behind something that already does this. The caller is read from X-Forwarded-For or X-Real-IP, falling back to the socket — all of these instances are behind Caddy.

This is a fence, not an accounting system. What keeps uploads honest is the policy check on the route itself.

Attachments

A type: file field stores an object key in the record. The file comes back out at:

GET /attachment/{bucket}/{record}/{field}

which reads the key out of that record rather than taking one from the caller, so a file can only be fetched through a record somebody is allowed to see, and a leaked key is a link to nothing. Reading it needs the same policy permission as reading the bucket on a desk.

Uploads need a bucket and a key in the Garage on the host:

garage bucket create <site>-attachments
garage key create <site>-portal-uploads
garage bucket allow --read --write <site>-attachments --key <site>-portal-uploads

then GARAGE_S3_ENDPOINT, GARAGE_ACCESS_KEY, GARAGE_SECRET_KEY and GARAGE_UPLOADS_BUCKET in that instance’s env. Unset, an upload field fails closed rather than appearing to work and storing nowhere.

The report

GET /report is public and answers with counts only: per bucket, per storyline, per state. It is what the trainer reads to compare the storylines on what people did.

The docs site

These pages are portal.uhhm.no: docs/ built with mdBook (book.toml, docs/SUMMARY.md) by .gitea/workflows/docs.yml on every push to main that touches them, and put to git-pages the way every static site on uhhm.no is (uhhm/infrastructure PAGES.md). The changelog is the book’s last page. mdbook serve previews it locally.

Who deploys what

Both hosts deploy from CI now, and a rollout is the same commit either way: bump PORTAL_RELEASE in the site’s own content repo.

runnerhow it is allowed to
ergoruns-on: barethe runner is privileged and writes /srv/app and /etc/app itself
kasseruns-on: fishthe runner is not privileged. It may run one root script, /usr/local/bin/deploy-portal-instance, which checks the instance against a fixed list and the tag against a release-tag shape before touching anything

The kasse grant is a single sudoers line (/etc/sudoers.d/30-portal-deploy). It exists so a workflow can pick which of three known instances gets which published portal tag, and nothing else.

Both paths health-check the instance afterwards without a forwarded header. A check that sends the header Caddy would send cannot tell you the site is broken for everything that is not Caddy, which is how v0.5.1 reached a host.

IRIS_RELEASE in a repo’s lint workflow should equal its PORTAL_RELEASE. Bump it only once iris’s own publish job has attached the binary for that tag - portal’s release tags iris, but iris builds and uploads on its own run, and a pin bumped in between fails the lint on a download that is not there yet.

Training a site

A business describes itself in plain words: what it does, who comes to it, what it keeps track of and through which stages, and who handles what. The trainer, portal plan and portal build, turns that into a working content repo: a question series for every role, the state machines behind them, and a desk per handling role. No software is written for the business; the only thing produced is content, and every line of it is held to the lint (portal lint), which is the same code as the site, at the same version.

The trainer was its own repo, uhhm/portal-trainer, until portal 0.6; its runs (runs/, the lab notebook of every site trained so far) stay there.

Build: structure from the plan, words from the model

portal build --plan plans/contractor.yaml --out out/nordvik \
    --lint "portal lint" --llm "MODEL=sonnet engines/claude.sh"

A plan.yaml is a needs spec that also says what each form collects and, per need, max_fields: how many required fields that person will tolerate, taken from what the business said about them, never from the form. build refuses a form over its budget, and hands the budget to the verifier, so the check still means something after handover. Everything structural is derived from the plan with no model involved: the state machines (read off stages: walk the line, be turned down at any point, succeed only from the end, pass over skippable stages), the front door, a followup page per need, a gated directory per group with its desk and the pages only that group may open, and every button the machine allows. The verifier accepts the result by construction; what it still checks is the budget.

The model writes words only, one page at a time, into a JSON object whose shape is fixed. Its strings are merged over built-in fallbacks key by key, so a bad reply costs wording, never a working site. --llm-for <path prefix> points the model at some pages only (aggregates.yaml for the mails alone); a reply in the wrong language for the plan is refused, and a mail that lost the submitter’s link gets it back.

Onboarding from the plan

invites_by: [board] on a plan, or invited_by: [...] on a group, puts an invite form on the inviting group’s desk for each group it may fill, and a list of the invites sent. Portal does the rest (an account in Kanidm, the group, a one-time credential link) through invite: on the alternative. Every group with a desk invites into itself by default.

Rebuilding a live site

--words-from <repo> lifts the words a repo already has back into the words map by what each card is (its bucket, the page it leads to, the group it invites into), across the whole repo, so a rebuild keeps hand-edited wording even when a card moves page (a door taken away, a need brought onto the front door) and adds only the new slots. Cards are matched by what they are (the bucket they record into, the page they lead to, a field’s name, the group they invite into), not by position, so a rebuild that reorders or reshapes a page still hands each card its own words; on uhhm.no the live front door’s three headings follow their buckets onto the new page. --words <json> overrides slots by page and may repeat, each file layered over the last (the words a build used, then a round of hand changes); words.json in the output is the words as used. See runs/tomtervel-invites-2026-09-23 and runs/uhhm-2026-09-23.

Same contractor, same local model (nemotron 30B-A3B on ergo)Free-form generatebuild
A site the verifier acceptsnever, in 6 rounds and 16 minfirst try, 130 s
Held-out personas, with descriptions-8 of 8
Held-out personas, headings only-7 of 8

The wording numbers are from the re-score of 2026-09-22, one task per call (runs/contractor-build-2026-09-21/rescore-2026-09-22/). The first score, all tasks in one prompt, said 8 of 8 on headings only; the apprentice picking the building survey over “Join our carpentry team” only showed once no other visitor was in the prompt.

For comparison, a Sonnet-class model writing everything free-form scored 8 of 10 on headings only and silently dropped a stage the owner had described. build cannot drop a stage: it never decides one. The denominators differ: the build site gives the two crew personas a one-option page, so they generate no task, and 8 of 8 is eight public personas where the generate number is ten. Held out means held out from the model: the plan’s who and wants lines and the personas were written by the same person about the same needs, and the fallback heading is the need’s wants, so the two are cousins.

The front door opens modestly

A front door with more buttons than text leaves a visitor paralysed. So the built front door opens with what the business does, in one or two features and no button at all (does: on the plan, at most two, each for: a need so it speaks to one role and is headed by what that role gets); then a look-around card, things a visitor may inspect before asking for anything (shows:, each a portal resource block passed through verbatim, plus every public view the plan opens); and only then the offers, as more alternatives on the same page. Nothing is layered: doors still exist for a plan that wants them, but a second tier is what this shape is there to avoid, and on uhhm.no a flat front door with an opener routed better than the doored one.

The house and its players: a role the opener invites in has to see its win, and the machine has to give it something to do after it sits down. build warns when a featured need gives the submitter neither a move (moves_by: {<stage>: [submitter, ...]}) nor a public view; a player with no move is a spectator.

Doors: a first question before the forms

Five or six needs on one page is more than a visitor sorts through (the full contractor plan had six). A plan can put public needs behind doors: each door is one alternative on the front door leading to a page of its own, where the needs that name it sit.

doors:
  - id: patients
    who: someone with pain or an injury, or a patient who already has a time here
needs:
  - id: new-patient
    door: patients
    ...

The door’s page is a nav page, public, holding the forms. The spec gives such a need max_steps: 2 and pins via to the door’s heading, so the verifier walks both pages. A door nobody is behind, a door on an internal need, or a door named like a group is refused, and a front door over five alternatives is warned about. The visitor is scored on both pages: a persona who picks the wrong door is a misroute on /, one who picks the wrong form is a misroute on the door’s page.

Cases with doors: plans/physio.yaml (a physiotherapy clinic, patients and referrers), plans/fotballklubb.yaml (a football club, in Norwegian, parents and helpers), plans/hire.yaml (a machine hire yard, hiring and firms), and plans/contractor-full.yaml (three doors over six public needs). Each has an intake under intakes/ in the business’s own words and held-out personas.

What a plan can say about a form and its readers

  • multiple: true on a select: pick any number (portal renders toggles). What a volunteer can do, which events, which committees.
  • groups: at the top, a list of { id, label }: the groups with a name the public knows, such as a vel’s committees. A select with options_from: groups offers exactly those labels, so the application form and the desks cannot drift apart.
  • watched_by: [public]: an ungated read-only page of the bucket at /status/<bucket>, linked from the followup page. Everyone sees what was sent in and where it stands. email and tel fields, and any field marked private: true, are projected away before it is shown.
  • events: { open: applied, active: onboarded } on a need: the event name a stage is entered by, where the builder’s default (the stage’s own name, received for the first) is not what a live site already has. Portal replays every record by event name, so a rebuild of a site that holds records keeps the names its aggregates.yaml has, or every record vanishes from its desk. plans/uhhm.yaml rebuilds uhhm.no this way.
  • mails: { <stage>: submitter | <address> } on a need: who hears when a case enters that stage, sent by portal the moment it moves (portal 0.3.43, delivered by uhhm/gdo on the host). submitter goes to the email the form collected, so the form must collect a required email; an address is the treasurer, the board. The plan then needs mail: { from, reply_to } at the top, the sender every mail carries into site.yaml. The words model writes each mail’s subject and body (aggregates.yaml in the words map); the fallback says what happened and, where the submitter has a move from that stage, the link to make it.
  • stages_text: { <stage>: <words> } on a need: each stage in the plan’s language, where the ASCII id will not do (ikke_lost reads as English). Used by the fallback mails, the “what happens next” line, the desk buttons’ fallback labels, and written into needs.yaml as stage_words so the desk score describes an outcome in the site’s own words. With them, the vel’s desks score 26 of 26.
  • turned_down_from: [<stage>, ...] on a need: the unfinished stages a case can still be turned down from; omitted, every one. An applicant is declined before they start and departs after, which is what uhhm.no’s live machine says and what two near-synonymous desk buttons had been standing in for.
  • reached_from: { <stage>: [<stage>, ...] } on a need: where a stage is entered from, when the line a case walks does not say it. Two shapes need it and nothing else does - a case SENT BACK to a stage it was already past (a building application returned for the drawing it was missing, after the hearing turned something up), and a GOOD ENDING PARTWAY ALONG (an authority that changes its own decision while it is looking at the appeal, rather than passing it up to the board). A stage named there is entered from exactly those stages and nowhere else, so saying where a refusal may come from also says where it may not: an applicant may withdraw from anywhere, and be refused only once the papers are in, which turned_down_from could not express because it was one list for every bad ending at once. Found by replaying a building authority’s real cases through portal’s engine, which refused three legal paths and accepted two illegal ones until the plan could say this; see runs/permits-2026-09-25/README.md.
  • attended_by: on a need: who moves cases that no desk button moves, an automation listening on the bucket’s events, written into aggregates.yaml as portal’s own annotation for the reader.

Plan: the intake, read by a model, checked by a person

portal plan --intake intakes/contractor.yaml --out out/nordvik \
    --personas sectors/construction/needs.yaml \
    --llm "MODEL=nemotron-3.5-lightning:30b-a3b engines/ollama.sh"

This is the one step where a model decides structure: which needs the intake implies, the stages, who handles what, the form, the budget. Its YAML is parsed and validated exactly as build will, the errors go back to it, and what passes is written verbatim for a person to read before building from it. Personas are never asked of this model; they are attached from a file, and where their need: names an id the plan does not have, plan says so and leaves the mapping to the reader.

generate (below) is the older path, a model writing pages free-form against the lint. It is kept for the record of what it measured.

How it works

 intake (plain words)
    │
    ▼  phase 1                       frozen after this phase: the generator
 needs.yaml ───────────────────────  may not weaken the spec to pass
    │
    ▼  phase 2   ◄── iris findings, until it exits 0
 aggregates.yaml + questions/** + desks
    │
    ▼  phase 3   ◄── misroutes from a blind visitor model
 wording
  1. Needs. The intake becomes needs.yaml: one need per kind of person and thing they want, including the roles inside the business. Each names the bucket the answer lands in, the group that handles it, the states that count as finished, and the effort the visitor will tolerate.
  2. Structure. Pages, state machines and desks are generated, then revised against the lint, iris check, until every need is met: a path within budget, a desk held by the right group, every finished state reachable, no record stranding. The page-writing model sees the needs and never the personas.
  3. Wording. A separate model plays each persona, blind, first with headings only and then with descriptions. A misroute is a wording defect and goes back to the generator. A rewrite that breaks structure is reverted.

Model output is only ever written to aggregates.yaml, site.yaml and questions/**.yaml inside the output directory.

portal generate --intake intakes/contractor.yaml --out out/nordvik \
    --lint "portal lint" --llm engines/ollama.sh
portal answer --tasks tasks.jsonl --llm engines/ollama.sh > answers.jsonl

answer puts one task per call to the visitor model, with the options shuffled per task and the call seeded from the task id: no visitor sees another visitor’s situation, a heading’s place on the page cannot carry the answer, and a rerun on the same site is the same experiment. The earlier runs under runs/ answered all tasks in one prompt.

The verifier is uhhm/iris, not code in this repo: it reads portal’s own content types and ships in every portal release, so a generated repo’s CI keeps enforcing its needs after handover.

LLM backends

A backend is any command that takes a prompt on stdin and prints text.

BackendUse
engines/ollama.shLocal Ollama. MODEL=qwen3:8b answers a task in about two seconds on ergo’s GPU and is the default visitor. Generation wants a larger model (MODEL=qwen3.6:27b), which runs mostly on CPU there.
engines/claude.shClaude through Claude Code’s own login (a Max or Pro subscription), no API key. MODEL=sonnet or opus, EFFORT=low by default. It drops any ANTHROPIC_API_KEY from the environment, because a key outranks the login and a stale one fails every call. Log in once with claude auth login.
engines/anthropic.shThe Anthropic API, given a working ANTHROPIC_API_KEY from the Console. That is separate, prepaid billing; a subscription does not cover it.
engines/mailbox.shWrites each prompt to a directory and waits for a reply file: drive the generator from an agent session, or by hand.

The visitor and the generator should be different models. A model grading its own wording agrees with itself.

The onboarding site

portal-portal/ is the front end of this: a portal content repo whose front door is the intake interview. A submission lands in onboardings (open → drafted ⇄ revising → live | declined) and is worked from an owners’ desk. Today the desk step is a person running generate and sending the link; the intake record already carries every field the generator reads, so the step that remains is a listener on portal.answers.submitted that runs it and pushes the draft to a new repo. It passes its own needs.yaml.

The whole card, not the heading

A visitor never sees a bare heading and description. Portal renders a card: a button, an encouragement, one or more sections each with an icon, a title and a line of guidance, and the fields with their labels and placeholders. Since 2026-09-23 the builder fills all of it and the scorers read all of it.

  • Slots. Beside the heading and description, each form alternative gets a button, an encouragement, an icon, a form title and guidance line, and a placeholder per field. A door gets an icon and a “for whom” line. Icons are picked from a fixed list of Iconify lucide names; anything else is dropped.
  • Context from the plan. Every form alternative also carries two sections built from what the plan already knows, before the form: what happens next (the stages, in order, as one sentence) and who reads it (the handling group and the contact). Their fallbacks are true before a model has written a word; the model rewords them.
  • Scoring. answer --repo <content dir> shows the visitor each option as its whole card (headings-only tasks stay headings only). rate --repo does the same and asks a fourth question, “where”: do you know where you are, who this is for, and what the button does. All four are controlled against the gutted twin.

Scoring a built site

portal score --site out/nordvik --out out/scored \
    --iris /var/local/cargo-target/release/iris \
    --llm "MODEL=qwen3:8b engines/ollama.sh"

One command for the whole grading, which every run under runs/ before 2026-09-23 carried as its own score.sh: iris writes the visitor tasks and the simulation model, the blind visitor answers them with descriptions and with headings only, iris scores the answers (the misroutes are printed), and rate reads the cards. The two routing numbers land in summary.json, the rating in rated/rate.json. The pieces still run alone: answer --tasks for one visitor model against tasks iris wrote, and:

iris check --path out/nordvik/questions --needs-sim model.json
portal rate --model model.json --out out/rated --repo out/nordvik \
    --llm "MODEL=qwen3:8b engines/ollama.sh"

Four yes-or-no questions per persona (which option is mine, where am I and what does the button do, what will I be asked, what happens after I send it), each also put to a gutted twin of the page with headings, descriptions, the form and the followup removed. A question the twin still gets a yes on is not measuring the page, and rate says which. The followup page is read from the repo (--repo); without it “what happens next” is reported as not measured rather than as zero. LIX is over the prose only (question, descriptions, followup): headings and labels are not sentences and would pull every page down to “very easy”. The rate.json in runs/contractor-build-2026-09-21/ predates this and its asked and next columns are the old, pinned ones.

rate --repo also scores the desks, the inside of the business, which reads button labels and nothing else: for every desk and bucket with two or more buttons, a worker is told what has just happened to a case (in the state’s own words, never the label’s) and picks the button among the ones a row in that state shows, in a rotated order. Scored per desk as right of total, with what each miss was mistaken for. Measured on 2026-09-24 on the live vel: 24 of 26, the misses one button each on the neighbour-help desk and the notice board. Two limits: the outcome is put from the state id, and a Norwegian id with its accents stripped (ikke_lost) reads as English even to a strong model; and a first version that offered every button of the bucket, not the row’s, scored the same desks 17 of 26 and sent a rewrite chasing an instrument fault. A desk that scores full marks has labels a stranger to the business could press right. prefer has a positive control on record (runs/tomtervel-opener-2026-09-23, “The friendliness judge”): the live vel front door against a bureaucratic twin, friendlier 9 of 10 to the live page and 0 to the twin. A pair that comes back “no preference” throughout is alike in tone, not an instrument that cannot see; and the rejected door rewrite that was judged clearer on 5 of 10 needs routed worse across three seeds, so clarity as judged and routing as measured are different things, and routing decides.

Measured so far

Generated: a building contractor (runs/contractor-2026-09-21/), from intakes/contractor.yaml, a Sonnet-class model generating.

  • Phase 1 derived six needs from the owner’s prose, including one nobody asked for: a project manager logging a phone enquiry, taken from “enquiries arrive by phone, email and text and get lost”.
  • Phase 2 was green on the first round: 14 files, four state machines (enquiries: open → quoted → won | lost, subcontractors with an awaiting_papers loop, applicants, site_issues), two desks.
  • Phase 3, its own personas: 10 of 10 in both modes. That number is flattering, because in that run the pages were written with the personas in view. Against ten held-out personas, with qwen3:8b as the visitor:
Visitor could readRouted right
Headings and descriptions10 of 10
Headings only8 of 10

A scaffolding firm asking “how do I get to do jobs for you?” chose “Ask about working with us” (the hiring door). An attic conversion chose “Get someone to look at a building”. The generator has since been changed to hide personas from the page-writing phase.

Built: the same contractor from a plan (runs/contractor-build-2026-09-21/), nemotron writing words only, and re-scored one task per call the day after (rescore-2026-09-22/ in it): 8 of 8 with descriptions, 7 of 8 on headings alone, the miss being an apprentice bricklayer reading “Join our carpentry team” as not for them. rate on the same site, with the followup shown and every question controlled, passes its controls and puts the pages at LIX 18 to 35.

Built behind doors, 2026-09-22. Five plans with a first question before the forms, each built and then scored by qwen3:8b one task per call, against held-out personas. Behind a door a persona is asked twice, on the front door and on the door’s page.

CaseWords byWith descriptionsHeadings onlyNotes
Machine hire (hire)nemotron10 of 1010 of 10doors that ask a question the visitor already knows the answer to
Physio clinic (physio)nemotron8 of 109 of 10“Book your first appointment” fails a daughter booking for her mother
Football club, Norwegian (fotballklubb)nemotron14 of 1611 of 16three parents walk past “Er det på tide å melde inn?”
Football club, NorwegianClaude Sonnet13 of 1612 of 16better sentences, same driver/sponsor blur
Whole contractor (contractor-full)nemotron18 of 2215 of 22“Apply to work with us” and “Find a job with us” cross over for all four
Tomter Vel, Norwegian (tomtervel), first planClaude Sonnet25 of 3022 of 30“utstyr” for a swing, hearing input behind the wrong door
Tomter Vel, plan revised 2026-09-23, whole cardClaude Sonnet31 of 3830 of 38committees as groups, public lists, hearing input on the front door

Each run’s README names the misroutes and what in the plan or the heading caused them. A stronger word model did not route better on the one plan built with both: routing is decided by which distinctions sit on one page, and the visitor grades that the same whoever wrote the words.

Planned: the contractor intake read by a local model (runs/contractor-plan-2026-09-22/), nemotron, one round, 41 s. The plan passed every check build makes and a reader finds three structural misses in it the checks cannot: the crew’s report made public, the “papers missing” stage dropped, and no need for the project manager logging a call. The person reading the plan is not optional.

Existing site: uhhm.no (runs/uhhm-2026-09-21/), eight tasks.

Visitor modelWith descriptionsHeadings only
small LLM, blind7 of 85 of 8
qwen3:8b (Ollama)7 of 87 of 8
granite4.1:8b (Ollama)7 of 86 of 8

All three send a paying client through “Work happens through dialogue, not tickets”, the collaborator door. Different models, same defect: that is what a wording problem looks like.

The noise floor, 2026-09-23 (runs/spread.sh, answer --seed). The same tasks answered by qwen3:8b with four seeds (0 is the run every score above used):

RunWith descriptionsHeadings only
uhhm.no round 6, 15 tasks11, 10, 10, 1012, 12, 7, 7
Tomter Vel with the opener, 38 tasks30, 29, 29, 3126, 24, 26, 23

With descriptions the visitor is steady: one task in fifteen, two in thirty-eight. On headings alone it is not: five of fifteen on uhhm.no between seeds, three of thirty-eight on the vel. A headings-only difference smaller than that is the visitor’s mood. Compare descriptions-mode scores; read headings-only as a sanity check, and run several seeds before believing it. Small numbers, one run each. Leads, not measurements.

What else is here

  • skill/SKILL.md - the same procedure for an agent or a person working by hand.
  • sectors/ - needs specs to start from. construction/ doubles as the held-out persona set above.
  • generator/reference.md - everything the generating model is told about portal content. When the lint rejects something the reference did not warn about, the fix belongs there.

Toward a trained model

Nothing here trains weights yet. What would make it possible is accumulating: every run leaves the intake, the needs, the pages at each revision and the scores. With a fast local visitor as the scorer, generating many variants per need and keeping the winners is cheap, and those winners are the fine-tuning set for a small generator. The verifier has to be trusted before any of that: a generator trained against a judge that is often wrong learns the judge.

The lint

The iris over a site. A content push is an incoming wormhole; nothing comes through until it checks out.

portal lint --path questions                      # a local checkout
portal lint --repo https://project.uhhm.no/uhhm/questions
portal lint replay --path questions --nats nats://127.0.0.1:14222

It was its own binary, iris, until portal 0.6: the same code, released as portal’s twin. Now it is the portal binary’s lint command, so a content repo’s CI downloads the release and runs it:

      - run: |
          curl -sfL "https://project.uhhm.no/uhhm/portal/releases/download/$PORTAL_RELEASE/portal" -o portal
          chmod +x portal && ./portal lint --path questions

check loads a content repo exactly the way the running site does, validates it (every action lands on a page, every transition is one the state machine allows, every recorded bucket is read back somewhere), and then holds it to the business needs the repo declares in needs.yaml, when it has one:

  • a path of submissions gets each kind of visitor’s answer into the bucket it names, within a submission and required-field budget;
  • the handling group holds a desk over that bucket, and every finished state is reachable through the buttons it (and any also_moved_by group) offers; no record strands on the way;
  • every stage the business named is a state of the machine.

A need marked planned warns instead of failing. Exit status is the verdict, so a content repo’s CI is one line.

Beyond the verdict, check exports what a trainer needs to grade the wording: --needs-tasks writes the personas as typed choice tasks (--skim for headings only), --needs-score grades an engine’s answers, and --needs-sim writes a resolved model of the whole site. portal lint replay runs simulated cases through the site’s real aggregate engine on a throwaway JetStream and reports every bucket by state; --report-only takes the same scorecard from a live site’s buckets. See Training a site for what sits around those.

Matching the site

The lint is the site: portal lint and portal serve are one binary built from one source, so a content shape the site reads is a shape the lint knows, at the same version. A content repo pins PORTAL_RELEASE to what its site runs and lints with that release’s portal. The IRIS_RELEASE pins from before portal 0.6 keep working against the iris releases that exist; nothing new is published there.

Architecture

One Rust binary (Leptos SSR + hydrate, Axum underneath) serving any number of sites. The engine special-cases nothing: every page, form, desk and state graph a site serves is declared in its content repo, and instances differ only by environment variables.

It composes with the surrounding stack rather than bundling it. Gitea hosts the content, NATS JetStream stores the events and projections, Kanidm provides identity, and anything downstream subscribes to the answer stream.

The pieces

Content (src/content/) — YAML loaded from Gitea at boot and hot-swapped on a NATS reload signal. A bad push keeps the last-good content serving. The questions/ tree is the router: file paths become URLs, _section.yaml applies to a whole directory, and [name].yaml serves any /dir/<value> with the segment fed into the page’s resource keys. See filesystem routes.

The lint (src/content/validate.rs) — every rule a content repo is held to. It runs at boot, on every hot reload, and in a content repo’s CI through iris, which depends on this crate and so applies exactly the version the instance runs.

State machines (src/aggregates/) — aggregates.yaml declares each bucket’s states and legal moves. A record’s state is replayed from its own event history, undeclared moves are refused, and racing decisions are settled by CAS on the log’s sequence. An empty history reseeds from the KV projection, so wiping the event stream strands nothing. See state machines.

Events and projections (src/events/, src/answers.rs) — every submission and decision appends to a JetStream log and projects into a NATS KV bucket that pages read back, and publishes on portal.answers.submitted for automations to react to.

Answer chains (src/chain.rs) — each submission hashes its parents, so a visitor’s path through the questions is a verifiable lineage. ?chain= links carry it; a followup page is offered only once the chain has earned it, and a page behind an answer somebody has not given is never offered.

Access (src/access.rs) — who may do what to what, compiled from content on every load into one Cedar policy set that every server entry point asks. See access.

People (src/people.rs) — onboarding as a form. An alternative with invite: {group} creates the person in Kanidm, records their email, adds them to the group and mints a one-time credential link. A state may also grant a group on its own (grants:), so an approval that means membership needs no second step.

Mail (src/mail.rs) — a state may declare the mail its arrival sends. Portal renders it and publishes on portal.mail.send; gdo delivers it and carries replies back on portal.mail.received, where they become notes beside the record. A note never moves a case.

Sweepers (src/announce.rs, src/deadlines.rs) — the two things that move without a person. An announced page’s window closes and its record becomes a “post what happened” task; a state with a deadline waits out its days and then makes the move itself. Both go through the same transition path as a desk button and publish the same event.

Resources (src/resource.rs) — content can read a KV bucket, Gitea starred repos, org repos or releases, or any public JSON URL (SSRF fail-closed), reshaped by a content-declared jq filter. What a resource reads is never a client-supplied parameter: the client names a page and a feature, never a bucket or URL.

Maps (src/maps.rs) — MapLibre is vendored and every tile, style and still image is proxied through portal, so a page with a map makes no third-party request and needs no consent banner.

Desks — any Kv resource with transitions renders rows with per-state buttons and one shared confirm. Owners walk records through their graphs with no bespoke UI per bucket.

Binaries

  • portal — the server.
  • iris — the lint, from its own repo, shipped in every release tarball so a content repo’s CI can lint with the exact version its instance runs.

Sessions (src/sessions.rs) — in the same JetStream KV as everything else, so a restart does not sign anybody out. The bucket carries a max_age so NATS collects what nobody comes back for, and each record’s own expiry_date is what decides on the way out.

Filesystem routes, sections, and where chains fit

Status: implemented in v0.2.0 (2026-08-24) — all three phases, with one deviation: dynamic-page params substitute into resource keys via server-side resolve_question at lookup time (get_question, find_feature, submit_answer all resolve concrete paths), so no param threading exists client-side. The user-facing routing contract is documented in uhhm/questions’ README (“Routing: the tree is the router”); this file stays as the design rationale.

What exists today, precisely

  • A question’s id doubles as its URL. Filenames are meaningless: questions/ is loaded as a flat directory (both the Gitea loader and question_lint --path), every *.yaml becomes a Question keyed by its own declared id.
  • Hierarchy exists only as strings: action: /proposed edges, plus a manual followup: true flag that hides post-submission pages from the nav. The graph is invisible in a repo listing — you open every file to learn the flow. (uhhm’s actual graph: / fans out to three followups; /develop → /develop-proposal → /proposed is a two-step flow flattened into three top-level files.)
  • Criteria are per-file: qualifies: <kanidm-group> on a question, requires_group on a resource. Gating a whole area means repeating the flag in every file of that area.
  • Chains are query-string lineage: submitting hashes (question, parents, responses, ts) into chain_hash, the next page is action + ?chain=<hash>, and holding a chain is itself a capability (self_transition + email second factor). chain.rs reserves DAG shape (multiple parents) but nothing produces it yet.
  • Question.route is a declared-but-never-read field — a fossil of this exact idea.

The proposal, in three phases

Phase 1 — the tree is the router

Directory structure becomes the URL structure, next-js style:

questions/
  index.yaml              → /
  applied.yaml            → /applied
  develop/
    index.yaml            → /develop
    proposal.yaml         → /develop/proposal
    proposed.yaml         → /develop/proposed
  review/
    index.yaml            → /review
  • id: becomes optional and derived from the path (index.yaml names its directory). An explicit id: still wins so both content repos keep working unchanged; lint warns when it disagrees with the path, and the field can retire later along with route.
  • action: accepts relative references: action: proposed resolves against the file’s directory, action: /subscribed stays absolute. Resolution happens at load time, so validation and the runtime see absolute ids exactly as today. A flow directory becomes self-contained: rename develop/ and every internal edge moves with it.
  • followup: is inferred: index.yaml files are nav pages, non-index files are followups unless they say nav: true. This matches the real content exactly (uhhm’s four followup: true files are precisely its non-index leaf pages) and deletes a flag people must remember.
  • Loader: switch from the per-directory contents API to Gitea’s git trees API (/git/trees/{branch}?recursive=true) — one request for the whole tree instead of one per directory, which the flat loader should be using anyway.

Phase 2 — sections: criteria scoped by URL prefix

A _section.yaml in any directory applies to everything beneath it (underscore = not a page, like next’s private folders):

questions/review/_section.yaml:
  qualifies: portal_owners
  responsible: { name: Bendik, contact: … }

This is the URL/criteria interplay actually worth having: a URL prefix becomes a trust boundary. “Everything under /review is owner-only” is one line in one place, instead of a flag per file that drifts. Per-question qualifies still overrides (tighter or looser — lint should warn on looser). Sections are also the natural home for shared responsible contacts and, later, per-section branding accents.

Phase 3 — dynamic segments, and chains stay out of the path

Two criteria axes exist: who you are (Kanidm group) and what you’ve done (holding a chain). Phase 2 scopes the first by prefix; phase 3 does the same for the second, plus gives records addresses:

  • [record].yaml — a dynamic segment, one YAML file rendered per record: questions/review/[record].yaml serves /review/<key>, with the param available to the page’s ResourceSpec.key. Today a single record is only reachable through a desk row or a ?chain= link; this gives every record a real, gated URL — linkable from review desks, automations, and n8n notifications.
  • requires_chain: <question-ref> (page- or section-level): the page only renders for a visitor whose chain tip answers the referenced question. Today’s followup pages are soft-hidden (out of nav) but fully reachable; this makes “you must have come from X” an actual criterion, declared with a relative ref like actions are.

Deliberately not proposed: encoding the chain in the path. The page tree is static structure; the chain is runtime lineage and a bearer capability. Putting it in the path makes it look canonical and shareable — exactly what a capability URL shouldn’t invite — and a DAG (the reserved multi-parent shape) doesn’t linearize into a path anyway. ?chain= stays a query parameter: pages keep one canonical URL, lineage rides along only when it’s actually held.

Migration

Phase 1 is fully backward compatible (explicit id wins, flat repos are just trees of depth one). The content repos migrate by git mv: uhhm’s develop flow nests under develop/, its followups either stay top-level (/applied keeps its URL) or move with their flows if URL churn is acceptable; redoal’s three files are already the tree. Lint learns the same resolution rules in the same commit, so a bad reference stays a caught push, never a 404.

Order of value

Phase 1 is cheap and pays immediately (the repo listing becomes the sitemap). Phase 2 is small and unlocks gated areas properly. Phase 3 is the real feature work — [record] pages change what desks and automations can link to — and can wait until something concrete needs it.

Changelog

One line per change, grouped by the release that shipped it. Newest first. A release is a Cargo.toml bump plus a v<version> tag; the content repos pin the tag they run (see the end of this file).

0.6.0 (2026-09-30)

  • One binary. The lint (uhhm/iris) and the trainer (uhhm/portal-trainer) are commands of portal: portal serve (the default), portal lint, and portal plan, build, answer, rate, prefer, score, simulate, compare, report, generate. Same source, same version, so the site, the lint and the trainer never disagree about what content means; both histories are merged in. The release attaches the bare portal binary beside the tarball, so a content repo’s CI downloads it and runs portal lint. No more iris releases; the pins that exist keep working. The trainer’s plans/, intakes/, engines/, sectors/ and its reference prompt live here now; its runs/ stay in uhhm/portal-trainer. Docs gained “Training a site” and “The lint”.

0.5.11 (2026-09-30, tagged, never published)

The publish job failed at its lint step: iris, built against this tag, did not compile against the storylines change (the same two fixes that went into src/lint/ when the lint moved in). Nothing was attached to the tag; 0.6.0 is the first release that ships storylines.

  • Storylines (src/content/variants.rs, docs/storylines.md): any text a person reads may be a list, one entry per storyline, every list the same length; a visitor is given one storyline for the whole site (the portal_storyline cookie, a year) and reads it on every page and in every mail about their case. What the machine reads - a field’s name, options, states, groups, paths - never varies. The lint refuses a list of another length. Records and answer events carry storyline, and GET /report gives counts per bucket, per storyline, per state, and nothing else.

0.5.10 (2026-09-30)

  • The lint lets an invite form collect a required phone in place of a required email: memberships know a person by number first.

0.5.9 (2026-09-30)

  • With memberships as the people backend and a Kanidm token still set, an invite makes the Kanidm account as well (no group, the one-time link in the mail): Kanidm makes people, portal makes members, and a site can switch to memberships before its sign-in provider is one everyone already has.

0.5.8 (2026-09-30)

  • Fixed: 0.5.7 asked every provider for the phoneNumber scope, and Kanidm denies a sign-in that asks for a scope the person does not hold, so nobody could sign in. The scope is asked for only with OIDC_EXTRA_SCOPES=phoneNumber (Vipps). 0.5.7 must not be deployed on a Kanidm site.

0.5.7 (2026-09-30)

  • Memberships: groups kept by portal itself (src/memberships.rs, docs/memberships.md). A membership is a case in the built-in portal_memberships bucket - invited by a desk, a grants, the seed or the responsible pass; active from the person’s first sign-in, when the provider’s subject, phone number or address matches; removed by a desk. A person is their phone number first (+4791234567, PHONE_COUNTRY for bare numbers), their address second, the provider’s subject third, and one record per group and person however it was keyed. At sign-in the active memberships join the groups claim, so Cedar sees the same parents as before. PEOPLE_BACKEND=memberships switches a site; unset, a KANIDM_API_TOKEN means Kanidm and no token means memberships. SEED_ADMIN_PHONE seeds by number. The sign-in asks for the phoneNumber scope and reads phone_number from userinfo.
  • The NATS access service answers for a person named by sub, phone or email with no groups listed: their memberships are looked up first.
  • who_for (the person a grants is about) takes navn as well as name, and a phone number in place of an address.
  • The invite mail for someone who needs no link says where to sign in.

0.5.6 (2026-09-30)

  • A group may hold a page’s responsibility: responsible: { name, contact, group: styret }. No account or mail for the inbox, and any signed-in member of the group gets the suggest-a-change card. Before this, a board’s shared address was onboarded as a person.

0.5.5 (2026-09-30)

  • One record answers another, from a list. link on a resource puts a link on every listed record to a page about it ({id}, {field}), a state mail’s to may be a field of the record this one belongs to ({notice.email}, and {notice.field} in the text), and value: "{user.email}" fills a field from the session and hides it, so a signed-in person is not asked who they are. Together they make a board: a notice is listed with “answer this”, the answer page’s form carries the notice’s id, and the mail goes to whoever posted it. The lint requires the record field the mail reaches through.
  • The way down the tree is the line at the foot of the page and nothing else. The arrow fixed at the left edge, which 0.5.3 added beside it, is gone: it followed the reader down every page to offer something the foot already does.

0.5.4 (2026-09-29)

  • Accounts the content mandates, made at start (src/seed.rs). Every person a page names as responsible gets a Kanidm account if they have none, and a mail in the site’s language saying they are listed as responsible for asking that question, with the link to sign in; RESPONSIBLE_GROUP puts them all in one group (people who already had an account are added without a mail). SEED_ADMIN_EMAIL (and SEED_ADMIN_NAME, SEED_GROUP) invites the first person into the site’s most privileged group - the group whose desk may invite into the most groups - so a site with its own Kanidm has someone to invite everyone else. Both happen once per address and group (portal_seed), side by side, and each tries again a minute apart, twenty times, while Kanidm comes up. The responsible are gone over again whenever the content changes (portal.content.reloaded, published once new content is in place), so a new page’s person is set up without a restart - and someone the content has stopped naming leaves RESPONSIBLE_GROUP in the same pass, if portal is who put them there.
  • An invite is a case that keeps itself current (portal_invites: open, expired, done). Signing in closes a person’s invites; a sweep every ten minutes moves one whose link ran out unused to expired, and takes the link off the record. From expired a desk may send it again: the move back to open makes a fresh link and mails it. Content offers that with { from: expired, to: open } on the list of invites. The invites portal makes itself at start are on file with the rest.
  • Fixed: an invite mail said the link worked “until” and then nothing. Kanidm 1.11 gives a link’s end as seconds since the epoch, and portal read only the older RFC 3339 string.
  • Fixed: a search by mail that Kanidm failed to answer (a 5xx) was read as “not permitted”, and the invite went on to match by username - which could give someone with an account under another name a second one. Only a refusal is read that way now.
  • A page’s responsible person, signed in, may suggest a change to it: a card at the foot of their own pages, checked on the server against the page’s responsible.contact, published on portal.edits.suggested, and mailed to the site’s inbox with them as reply-to. It is a case in the built-in portal_edit_suggestions bucket - open, discussed, done or declined - so a desk that lists the bucket takes it up and settles it, the person who made it is mailed at each move, and the card shows them what became of what they sent before. The session now carries the signed-in person’s email.
  • The mail to someone named responsible names the first three questions and counts the rest; on a site where one address answers for every page it used to list them all.
  • Fixed: an invite of someone new failed on a Kanidm set up with the onboarding account alone. Portal created the person, then set their address in a second call, and idm_people_on_boarding may create but not modify: 403. The address now goes in with the person.

0.5.3 (2026-09-29)

  • A way down the tree from every page: an arrow fixed at the left edge, half-way up, and the same link in words at the foot (“Tilbake til starten”, “Back to “What came in?””). It goes to the nearest page below the current one that the visitor may open, taking the path apart a segment at a time, and to the front door when none is; the front door has none. Content no longer needs a “back” alternative, and a visitor who went up a branch that turned out not to apply is never stranded.

0.5.2 (2026-09-28)

  • The rate limiter answered 500 to any request that arrived without X-Forwarded-For. It reads the caller from that header or X-Real-IP and falls back to the socket, and 0.5.0 served the app without connect info, so there was no socket to fall back to and no key to rate-limit by. Through Caddy every request carries the header and the site was fine; a health check on localhost got a 500, which is how the first deploy of 0.5.1 failed.

0.5.1 (2026-09-28)

  • A self_transition that names no from means the bucket’s own initial state, not the word open. 0.5.0 read the literal, which is only right for a bucket whose records start there: redoal’s watchers arrive at pending and confirm themselves into open, so the rule compiled as open -> open and the confirm link in the mail could never match. Wrong the same way before 0.5.0, and now visible because the lint checks the edge exists.

0.5.0 (2026-09-28)

  • Sessions live in NATS KV (src/sessions.rs), not in memory. Every restart used to sign out every desk on the site being deployed; they now survive it, in the JetStream that is already under everything else - no new service and no new store to run. The bucket’s max_age collects what nobody returns for, and a record’s own expiry is what answers a load.
  • Fixed: the JetStream integration test asserted a record’s projected state was one a desk move had never written to it, so it failed whenever it actually ran. test.yml has been red since 0.3.47 while publish.yml stayed green, which is how 0.4.0 shipped past it.
  • A file can come back out. GET /attachment/{bucket}/{record}/{field} streams what a type: file field stored, reading the object key out of the record rather than taking one from the caller - so a file is only reachable through a record somebody may see, and a key that leaks off a desk is a link to nothing. Before this, uploads were one-way: a desk showed the key as a string and there was no way to open it.
  • Rate limiting, per caller IP, outside everything else: a burst of 30 refilled one every two seconds (PORTAL_RATE_BURST, PORTAL_RATE_SECONDS; either 0 turns it off). A form-filling visitor never reaches it; a script does. There was none at all before.
  • /upload asks the policy, like every other way in. It asked nothing: any caller who could reach the host could put 20 MB in the bucket, as often as they liked, and a site whose forms are public is a site whose upload route is public. It now takes the question and alternative the file is being attached to, refuses a page that declares no type: file field or an alternative that is closed, and asks Submit on that page - the same question the submission itself will ask - before a byte is written. Latent until an instance had storage configured; the first one now does.
  • A submitter stays in dialogue with their case for as long as it runs. self_transition takes from: [state, ...], and the access policy compiles one rule per state named; it defaulted to the initial state alone and was written that way in the compiler, so an applicant written to for a missing drawing could not send it, and nobody could withdraw once anything had happened. Omitted, it still means the initial state alone.
  • A record can belong to another record. type: record with of: <bucket> stores the parent’s id, which arrives on the link rather than being typed; a submission naming a record that is not there is refused. The other half is where: { field, equals } on a Kv resource, so an application’s page can list the objections that name it.
  • A public view need not publish the whole bucket. states: [...] on a Kv resource shows only those, for one record as well as a listing - a register that is public by law is public about what was decided, not about what was withdrawn. The desk over the same bucket is a different spec and still sees all of it.
  • A state can grant a group: grants: <group> beside its event, so an approval that means membership does not also need somebody to remember to invite them afterwards. The lint requires the forms that fill such a bucket to collect a required name and email, because by the time a desk presses approve there is nobody left to ask.
  • A state can be moved by a clock: after: { days, to }, swept hourly, measured from the record’s last move (src/deadlines.rs). A deadline may only do what a person could have done - after.to is held to the same declared edge as a desk button - and the move fires the same mail and publishes the same event, stamped deadline.
  • Documentation moved out of the README into docs/: architecture, content reference, state machines, access, operations.
  • A page says nothing until it has something to say. The Suspense fallback on a question was the whole served page - no header, no wordmark - so the first and only thing a visitor or a crawler read was the word “loading…”, which is true and is not about them. It now holds the space and stays quiet, with aria-busy for a reader that would otherwise find an empty document.
  • Gone: the gitea_org_repos resource kind, which no site ever named. gitea_starred and gitea_releases stay.

0.4.0 (2026-09-24)

  • A field can be a place: type: location puts a pin on a map and stores {lat, lon, zoom}; a record holding one renders as a still map on its desk and in any resource card.
  • A question can be about a place: place: { lat, lon, zoom, name } is the counterpart to event: - event makes a page an occasion with a time, place makes it somewhere, draws the map under the question, and opens any location field on that page there instead of on the globe.
  • Maps are served from this origin. Portal fetches every tile and every still itself (src/maps.rs, MapLibre vendored), so a page with a map on it makes no third-party request, needs no consent banner, and the MAPBOX_TOKEN never leaves the server. Unset, the feature is simply off.
  • A reply to a case mail becomes a note on its record: whatever reads the mailbox publishes on portal.mail.received and portal appends the note, after checking the record exists and the sender is the address the record itself holds. A note never moves a case.

0.3.47 (2026-09-24)

  • iris: needs.yaml takes stage_words, each state in the site’s own words, carried into the simulation model for the trainer’s desk score. No change to portal itself.

0.3.46 (2026-09-23)

  • An invite first looks the email up in Kanidm (/v1/raw/search on mail, when the service account may read people: idm_people_pii_read) and only adds an existing account, under whatever username, to the group; no second account, no reset link.

0.3.45 (2026-09-23)

  • A mail stream that cannot be created at boot (subjects owned by an older stream) is a warning, not a failed start; 0.3.44 took the kasse sites down for two minutes on the rename.

0.3.44 (2026-09-23)

  • The mail stream is named mail (was WORMHOLE); gdo 0.1.2 matches. Delete the old stream on each NATS after upgrading both.

0.3.43 (2026-09-23)

  • Mail is content: mail: { to, subject, body } on a state in aggregates.yaml sends when a record enters that state (to: submitter or one address; {field}, {site}, {chain}, {email} in the templates), and an invite mails its one-time link built in; site.yaml gains mail: { from, reply_to, invite }. Portal renders and publishes on portal.mail.send in the WORMHOLE stream; uhhm/gdo delivers. The lint requires a required email field on every form recording into a bucket that mails the submitter.

0.3.42 (2026-09-23)

  • people: the Kanidm person lookup reads the body, since Kanidm 1.11 answers a missing person with 200 and null rather than 404; before this every invite skipped account creation and failed on the group step

0.3.41 (2026-09-23)

  • publish: the iris release step retries on a fresh clone when its push loses a race against a push to iris main (the v0.3.40 tag never published)
  • iris: check --access prints the access matrix, and every check validates the compiled policy against the schema

0.3.40 (2026-09-23)

  • One access policy, compiled from content into Cedar on every load (src/access.rs): pages, resource reads, desk transitions, self transitions and the automation endpoint all decide through it; decisions carry rule ids, refusals and mutations publish on portal.access.decided, and portal.access.<site>.may answers the same question for other apps over NATS
  • invite: {group} on an alternative onboards a person into Kanidm from a desk (src/people.rs, KANIDM_API_TOKEN), recording the one-time credential link in portal_invites and on portal.people.invited

0.3.39 (2026-09-23)

  • publish: releases the matching uhhm/iris by proxy - re-pins, builds, tests and tags it as this version (needs the IRIS_PUSH_USER variable and IRIS_PUSH_TOKEN secret); iris carries portal’s version number from here on

0.3.38 (2026-09-22)

  • publish: the iris build step gets a writable cargo home; the v0.3.37 tag never published

0.3.37 (2026-09-22)

  • The lint moves to its own repo, uhhm/iris: question_lint becomes iris check, needs_replay becomes iris replay; the tarball ships iris (pinned in publish.yml) instead of question_lint; the needs module and local loaders leave portal

0.3.36 (2026-09-22)

  • Question nav: a followup is offered only once earned - the verified chain answered the alternative leading there, or a link that records nothing leads on from an earned page. Standing on a page no longer unlocks the pages behind its forms; the chain index now records which alternative was answered
  • One bounded HTTP client for every server-side fetch: 20 s budget, size caps per kind of fetch (src/http.rs)
  • Uploads are refused past 20 MB while streaming, and the route body limit that had capped them at axum’s 2 MB default is raised to match
  • tests/jetstream.rs: the store, the event log and the projection tested against a real JetStream (CI starts a throwaway one)
  • content split into gitea, validate, markdown, handlers; every path still content::x
  • This changelog, and the table of what each site runs
  • Business needs as a checkable spec: needs.yaml + question_lint pass
  • needs: success states and a resolved simulation model
  • needs: stages - every stage the business named must be a state
  • needs_replay: make simulated cases real aggregates, report buckets by state
  • needs: also_moved_by - a need carried by more than one group’s desk

0.3.35 (2026-09-12)

  • Item cards: no paragraph margin under the description

0.3.34 (2026-09-11)

  • Question nav: offer followups by reach, not by carrying any chain

0.3.33 (2026-09-02)

  • Head preloads: latin font, wordmark, content-host preconnect

0.3.32 (2026-09-01)

  • Per-site favicon via site.yaml

0.3.31 (2026-09-01)

  • Markdown links allow tel:

0.3.30 (2026-09-01)

  • Single alt-image shows natural height

0.3.29 (2026-09-01)

  • Markdown image layout hints + AVIF assets

0.3.28 (2026-09-01)

  • Hero description renders inline markdown

0.3.27 (2026-09-01)

  • wordmark_invert: explicit, not inferred from .svg

0.3.26 (2026-09-01)

  • Select fields: inline static options

0.3.25 (2026-09-01)

  • Content-shipped stylesheet override (site.yaml stylesheet)

0.3.24 (2026-09-01)

  • Gateway submit-as-link loses the underline

0.3.23 (2026-09-01)

  • Chrome speaks the site’s language: site.yaml lang + i18n table

0.3.22 (2026-09-01)

  • site.yaml wordmark_height; raster logos keep their colors

0.3.21 (2026-09-01)

  • Hero paragraph centers its measure box

0.3.20 (2026-09-01)

  • Sign-in becomes optional: KANIDM_URL unset disables auth cleanly

0.3.19 (2026-09-01)

  • Markdown images in descriptions, gated and framed

0.3.18 (2026-09-01)

  • Item cards render inline markdown descriptions
  • Convergence: ink converges onto the decoded key (WebGL glow)
  • Gesture results overlay the canvas - the page never jumps

0.3.16 (2026-08-30)

  • Announce sweeper: refresh open records from content

0.3.15 (2026-08-30)

  • Hidden fields: carrier value without a label row

0.3.14 (2026-08-30)

  • Feature cards: icon column, one text edge

0.3.13 (2026-08-30)

  • Voice field: nothing leaves the browser until Keep it here

0.3.12 (2026-08-30)

  • Voice preview stays hidden until there is something to play

0.3.11 (2026-08-30)

  • README: gesture and voice fields
  • Validate templated actions against the page pattern

0.3.10 (2026-08-30)

  • type: voice, Requirement.value, playable resource cards

0.3.9 (2026-08-30)

  • Templated actions; places are pickable in the gesture input

0.3.8 (2026-08-30)

  • Descriptions are inline markdown; Feature.link withdrawn

0.3.7 (2026-08-30)

  • Feature.link: a card’s name may point elsewhere

0.3.6 (2026-08-30)

  • Announced pages: event windows, header announcements, summary tasks

0.3.5 (2026-08-30)

  • Gesture widget: stop drawing the decoded ghost path
  • Gesture widget: ghost path back, for v2 keys only

0.3.4 (2026-08-25)

  • Alternative.disabled: announced but not yet takeable

0.3.3 (2026-08-25)

  • Empty list says so before it can parse as zero answers

0.3.2 (2026-08-25)

  • README: hashed pkg assets in the release flow
  • Resource empty text: content-declared, and null counts as empty

0.3.1 (2026-08-25)

  • Content-hashed pkg assets (hash-files) so stale bundles can’t pair with new wasm

0.3.0 (2026-08-25)

  • Hero becomes a content-owned module; site asset proxy; gesture growth fix

0.2.4 (2026-08-25)

  • Gates keep the question nav

0.2.3 (2026-08-25)

  • Attended-bucket lint rule; app-lifetime resources fix first-nav corruption

0.2.2 (2026-08-24)

  • One app-level Title fed by a shared site resource

0.2.1 (2026-08-24)

  • Docs: routing bullet + design doc marked implemented
  • Revalidating cache on app assets; site title survives SPA navigation

0.2.0 (2026-08-24)

  • Initial commit: content-driven onboarding portal
  • Load content from Gitea directly, drop the local clone; add deploy workflow
  • Share sccache between manual dev builds and CI
  • Give CI its own SCCACHE_SERVER_PORT
  • Erase view types at every list/component boundary, not just leaves
  • Redirect cargo-leptos’s tool cache out of act-runner-bare’s StateDirectory
  • Fix Ship release: site-root is project-relative, not CARGO_TARGET_DIR
  • Drop sudo from the deploy workflow - NoNewPrivileges blocks it outright
  • Caddy snippet: use multi-line log block
  • Fix static asset 404s and build-time SITE_NAME
  • Hot-reload content on a NATS trigger instead of requiring a restart
  • Add prosekit rich-text field, Gitea repo embeds, automation KV read endpoint; fix apex/www session-cookie mismatch on /auth/callback
  • Fix prosekit-editor.js: remove bare CSS imports that aborted the whole module
  • Redirect back to the originating page after sign-in, not always /
  • Fix hero-canvas navigation race; style the prosekit editor and add a toolbar
  • yes.js: guard against the canvas not being in the DOM yet
  • Fix get_resource/transition_answer: scope feature lookup to its own alternative
  • Add self-service transitions, authorized by item possession not group membership
  • Event-sourced applicant/subscriber/project aggregates, generalized resources
  • deploy.yml: write GITEA_API_TOKEN for the new GiteaStarred/OrgRepos resource sources
  • Cargo.toml: disambiguate bin-target for cargo-leptos
  • Add manually-triggered backfill workflow, no terminal/sudo needed
  • Trigger redeploy to pick up PORTAL_GITEA_API_TOKEN secret
  • Render generic resource lists as cards, not raw JSON dump
  • Fix recursion-limit build failure in the new item-card renderer
  • Resource-backed multi/single-select requirement
  • Add Organization aggregate (client-as-status), wired but inert
  • Fix favicon (real icon, not an unrelated orange circle) + stack encouragements with the submit button
  • Fix bucket-404 on empty resources, redesign review actions as select-then-confirm, CSS polish
  • Inline encouragements with the submit button, vertically centered
  • Use the real institutional logo for the header wordmark, not plain text
  • Use the actual UHHM-letters wordmark, not the institutional mark
  • Responsive base font size via svmin, not fixed 17px
  • Add plain-unit fallbacks for svmin/svh in case of unsupported engines
  • Size the YES canvas from its container, not window.innerHeight
  • Debounce the YES canvas resize handler and skip no-op resizes
  • Revert canvas sizing to window.innerWidth/innerHeight, gate resize on width change
  • Stop blocking native scroll on the YES canvas’s touch handlers
  • Quicksand: font-display optional, not swap, to stop the text-jump on scroll
  • Use lvh/lvmin, not svh/svmin - svh was the wrong end of the viewport
  • Update style/main.css
  • Update style/main.css
  • YES canvas: size off its own container rect, not window.innerHeight
  • yes.js: freeze .hero-yes’s height via inline style, don’t trust svh alone
  • add responsive container width
  • deploy.yml: build and publish question_lint alongside the app binary
  • Make aggregate state graphs content-driven, not compiled Rust
  • One shared, content-labeled Confirm button per alternative instead of one per row
  • get_resource/get_requirement_options: #[server(default)] on params
  • Add optional Alternative.image and Feature.color/icon for richer layouts
  • Drop the feature list’s left-padding
  • Drop question-report entirely, obfuscate the mailto link instead
  • Transition.from: state graphs deeper than one decision
  • Alternative.images: array of urls, rendered as a Swiper card deck
  • Reseed lost event history from the KV projection on transition
  • Lighten the comment load
  • Validate action targets; format timestamps client-side; clippy cleanup
  • Question nav + gateway alternatives
  • Responsible note under the title; followup pages out of the nav until a chain exists
  • README: what the engine provides
  • Feature icons: masked span painted by currentColor, not
  • Responsible note: one line, same hue and size as the hero description
  • Responsible note as <small>: meta information, dimmer than the description
  • Responsible note back to the footer, above the question nav
  • Bound inputs: a field that loads its value from a sibling-parameterized resource
  • add some more width to our alternatives
  • Accent to a dusty press-cyan, a muted echo of the canvas’s cyan ink
  • Editor type in rem: prosekit’s px typography ignored the responsive root
  • Ban px from stylesheets: every length rem/em off the responsive root
  • No translucent input chrome: solid ink-dim placeholders and embed meta
  • Editor type scales for real: drop prosekit typography.css, fix selectors
  • Stable server fn endpoints: open tabs survive deploys
  • Drop stray local tool temp file, ignore .claude/
  • Noise-driven YES, sticky hero with frosted cards, full light theme
  • increase translucency of laternative cards
  • Showcase jq test tracks Gitea repo shape and website-first links
  • Gesture input type, redoal-relay client, gitea_releases, content-driven branding
  • Echo thumbnails fade in via timeout, not rAF
  • Trigger deploy: redoal OAuth2 credentials now configured
  • Deploy becomes publish: portal ships as a versioned release artifact
  • Semver releases cut with cargo-release; publish on v* tags only
  • Docs: release/rollout flow after the instance-ownership refactor
  • README: frame portal as a generic multi-site question engine
  • Design doc: filesystem routes, sections, dynamic segments
  • Filesystem routes, sections, dynamic segments; instant YES hero

What each site runs

Read from the hosts on 2026-09-28; a rollout is a pin bump in the site’s content repo (PORTAL_RELEASE in its deploy.yml) - on both hosts now, since kasse’s runner deploys its own instances.

SiteHostInstanceVersion
uhhm.noergoapp@uhhm-portalv0.5.2
redoal.comergoapp@redoal-portalv0.5.2
westra.klingenbergbygg.nokasseapp@westra-portalv0.5.2
portal.klingenbergbygg.nokasseapp@klingenberg-portalv0.5.2
vel.klingenbergbygg.nokassetomtervel-portal-1 (podman, tomtervel/infrastructure)v0.6.0, memberships

Changelog

One line per change, grouped by the release that shipped it. Newest first. Each release names the portal tag it is built against.

Unreleased

  • needs.yaml may name the site’s tones, one storyline each; the checks read the first storyline, which is what build_questions gives.

0.5.10 (2026-09-30) - portal v0.5.10

  • Matches portal v0.5.10 (released by portal’s publish job).

0.5.9 (2026-09-30) - portal v0.5.9

  • Matches portal v0.5.9 (released by portal’s publish job).

0.5.8 (2026-09-30) - portal v0.5.8

  • Matches portal v0.5.8 (released by portal’s publish job).

0.5.7 (2026-09-30) - portal v0.5.7

  • Matches portal v0.5.7 (released by portal’s publish job).

Unreleased

  • The effort budget counts what a person fills in: a type: record field (the case an answer is about, carried on the link) and a hidden preset are not asked and no longer count. An objection page whose form carried the application’s id used to be one field over.

0.5.6 (2026-09-30) - portal v0.5.6

  • Matches portal v0.5.6 (released by portal’s publish job).

0.5.5 (2026-09-30) - portal v0.5.5

  • Matches portal v0.5.5 (released by portal’s publish job).

0.5.4 (2026-09-29) - portal v0.5.4

  • Matches portal v0.5.4 (released by portal’s publish job).

0.5.3 (2026-09-29) - portal v0.5.3

  • Matches portal v0.5.3 (released by portal’s publish job).

0.5.2 (2026-09-28) - portal v0.5.2

  • Matches portal v0.5.2 (released by portal’s publish job).

0.5.1 (2026-09-28) - portal v0.5.1

  • Matches portal v0.5.1 (released by portal’s publish job).

0.5.0 (2026-09-28) - portal v0.5.0

  • Matches portal v0.5.0 (released by portal’s publish job).

0.4.0 (2026-09-24) - portal v0.4.0

  • Matches portal v0.4.0 (released by portal’s publish job).

0.3.47 (2026-09-24) - portal v0.3.47

  • Matches portal v0.3.47 (released by portal’s publish job).

0.3.46 (2026-09-23) - portal v0.3.46

  • Matches portal v0.3.46 (released by portal’s publish job).

0.3.45 (2026-09-23) - portal v0.3.45

  • Matches portal v0.3.45 (released by portal’s publish job).

0.3.44 (2026-09-23) - portal v0.3.44

  • Matches portal v0.3.44 (released by portal’s publish job).

0.3.43 (2026-09-23) - portal v0.3.43

  • Matches portal v0.3.43 (released by portal’s publish job).

0.3.42 (2026-09-23) - portal v0.3.42

  • Matches portal v0.3.42 (released by portal’s publish job).

0.3.41 (2026-09-23) - portal v0.3.41

  • Matches portal v0.3.41 (released by portal’s publish job).

0.3.39 (2026-09-23) - portal v0.3.39

  • Matches portal v0.3.39 (released by portal’s publish job).

0.1.1 (2026-09-22) - portal v0.3.36

  • check --repo fetches needs.yaml itself; the v0.1.0 tag never published (a cache permission on the runner, since fixed).

0.1.0 (2026-09-22) - portal v0.3.36

  • First release: the lint moved out of portal (question_lint becomes iris check, needs_replay becomes iris replay), with the business-needs pass, the wording task export and scoring, and the simulation model export. Portal is a library dependency pinned to the release iris matches.