Merge branch 'main' into centralized_java_toolchain

## What this does

Reworks the portal's policy setup screens so a policy reads as **its own
settings**
rather than a list of tools you wire together, and rebuilds the forms on
the
shared design system so they match the rest of the portal.

## Why

Setup showed one card per underlying tool (tool name + a toggle), which
exposed
the "a policy is a pipeline of tools" plumbing. A policy should read in
terms of
what it does to a document, not which tools run under the hood.

## Changes

- **Setup reads as policy settings.** The per-tool cards are now a
plain-language
list of what the policy does — "Redact sensitive information", "Strip
active
content", "Apply a watermark", and so on — each with a short description
and a
  toggle, with its options appearing inline when turned on.
- **Consistent design system.** The setup and edit forms use the shared
  components instead of one-off styling.
- **Simpler setup.** Removed two sections that aren't part of what ships
here:
  Document Types (scope-by-type) and Retries.
- **Watermarks are text-only.** A policy watermark is a text stamp, so
the image
  option and the type picker are hidden.
- **The editor always shows as a source** (it used to disappear when no
other
  sources were connected), and the source tiles now lay out correctly.
- **Clearer upsell copy.** Locked policies read **"Upgrade to
Enterprise"**
  instead of "Coming soon".

## Scope

UI only — no backend changes. Keeping a policy's settings in sync
between the
portal and the editor is a known, separate issue and is **not** part of
this PR.

## Testing

Prettier, ESLint, typecheck (proprietary + saas), and the
unused-translation
guard all pass. Setup screens verified in Storybook.

.claude/skills/feature-walkthrough/SKILL.md

@@ -0,0 +1,97 @@
+---
+name: feature-walkthrough
+description: >-
+  Explain the full logic and process of the current branch end-to-end so someone
+  with no prior knowledge of the task can understand, review, and reproduce it.
+  Scopes the change from the branch diff, traces the flow across every layer it
+  touches (frontend tool/hook/component, Java controller/service/endpoint, Python
+  engine, config, i18n, tests), and produces a self-contained walkthrough document
+  with Mermaid diagrams (sequence/flow/architecture), annotated file map with
+  clickable references, before/after behavior, screenshots where a UI is involved,
+  a "try it locally" section, and edge cases/risks. Use when asked for a feature or
+  branch walkthrough, "explain what this branch does", a design/logic writeup, PR
+  reviewer onboarding, or a hand-off doc. Pass --html to also emit a rendered HTML
+  version; --no-screens to skip screenshots.
+argument-hint: "[branch-or-area] [--html] [--no-screens]"
+allowed-tools: Read, Write, Edit, Glob, Grep, Bash
+---
+
+# Feature / Branch Walkthrough
+
+Turn the current branch into a walkthrough a newcomer can follow. Audience:
+**someone who has never seen this task**. Explain the *why*, the *flow*, and *how to
+try it* - not just a diff summary.
+
+`$ARGUMENTS` may name a branch or area to focus on; default is the current branch
+vs `main`. Flags: `--html` (also emit a rendered HTML twin), `--no-screens`.
+
+## Process
+
+### 1. Scope the change
+- `git log --oneline main..HEAD` and `git diff --stat main...HEAD` for the shape.
+- Read the PR description / commit messages for stated intent. Do **not** invent
+  history or motivation that isn't evidenced (state current behavior in present tense).
+- Classify touched files by layer:
+  - **Frontend**: tools (`frontend/editor/src/core/components/tools/*` or `.../core/tools/*`),
+    hooks (`core/hooks/tools/*`, `useToolOperation`), contexts, routes, i18n
+    (`public/locales/en-US`).
+  - **Java backend**: controllers (`.../controller/api/...`), services, models, config.
+  - **Engine**: `engine/src/stirling/{agents,contracts,api,services}`.
+  - **Config / build / docker / tests.**
+
+### 2. Trace the flow end-to-end
+Follow one real path from user action to result. For a typical PDF tool that's:
+UI control → `useToolOperation` hook → `POST /api/v1/...` → Spring controller →
+service (PDFBox / LibreOffice / engine call) → response → review panel → download.
+Read the actual files so the narrative is true to the code, and collect the exact
+file:line anchors you'll cite.
+
+### 3. Draw the diagrams (Mermaid)
+Pick what fits; usually 2-3 of:
+- **Sequence diagram** - request/response across frontend → backend → engine.
+- **Flowchart** - the core decision/branching logic of the feature.
+- **Architecture/component** - new pieces and how they wire to existing ones.
+- **State** - if the feature has modes/steps.
+Keep nodes labeled in plain language. Validate the Mermaid parses before shipping.
+
+### 4. Screenshots (unless --no-screens)
+If a UI is involved, capture key states with the stubbed Playwright harness
+(see the **ui-walkthrough** skill and `files-page-screenshots.spec.ts` for the
+pattern) or, for before/after, capture `main` then the branch. Drop PNGs in
+`walkthrough/<feature>/` and reference them from the doc. For backend-only
+changes, show request/response examples (curl + JSON) instead.
+
+### 5. Write the walkthrough
+Create `walkthrough/<feature>/FEATURE-WALKTHROUGH.md` with:
+1. **TL;DR** - what the branch does and who it's for, in 3-4 sentences.
+2. **Problem & approach** - what wasn't possible before; the chosen solution.
+3. **Architecture diagram** + 1-paragraph orientation.
+4. **End-to-end flow** - the sequence diagram + a numbered walk of each step,
+   each citing the real file (clickable `path:line`).
+5. **Key files** - annotated map (path → one line on its role).
+6. **Logic deep-dive** - the flowchart + prose for the non-obvious decisions.
+7. **Behavior** - before vs after; screenshots or request/response examples.
+8. **Try it locally** - exact steps (`task dev` / `task dev:all`, the route to
+   open or the curl to run, any env like `DOCKER_ENABLE_SECURITY` or a test
+   license key). Make it copy-pasteable.
+9. **Edge cases, risks, follow-ups** - what's untested, known limits, gotchas.
+
+Markdown is the primary deliverable - it renders with diagrams in GitHub PRs and
+IDEs, no build step, ideal for review.
+
+### 6. If `--html`
+Also emit `walkthrough/<feature>/walkthrough.html`: the same content with Mermaid
+rendered via `mermaid.initialize({startOnLoad:true})` (script from CDN; note in
+the file that rendering diagrams needs network, the `.md` is the offline copy) and
+screenshots inline. Keep it self-contained otherwise.
+
+### 7. Deliver
+Give the doc path and a short chat summary. Offer to `SendUserFile` it.
+
+## Principles
+- **True to the code.** Every claim traces to a file you read; cite `path:line`.
+  No fabricated migration/version history.
+- **Newcomer-first.** Define repo-specific terms (FileContext, `useToolOperation`,
+  the `@app/*` layer cascade, stubbed vs live tests) on first use.
+- **Show, don't assert.** Prefer a diagram + a real example over adjectives.
+- Don't commit the `walkthrough/` output unless asked.

.claude/skills/ui-before-after/SKILL.md

@@ -0,0 +1,122 @@
+---
+name: ui-before-after
+description: >-
+  Analyse a branch or PR and automatically capture before/after screenshots of
+  every UI surface its changes touch, then pixel-diff the pairs to surface what
+  actually changed and assemble PR-ready before/after montage images. Generic and
+  diff-driven: it derives the capture targets from the diff (changed tools/routes →
+  URLs) instead of hand-listing screens, captures "before" from the base branch and
+  "after" from the head, then keeps only the views that visually differ. Each
+  comparison is auto-cropped to the region that actually changed (the bounding box of
+  differing pixels), falling back to the full page only when the change spans most of
+  it. Use for before/after shots, a visual diff of a branch/PR, "screenshots for the
+  PR description", "show what changed in the UI", or a side-by-side of UI changes.
+  Takes a PR number/URL (resolved via gh) or a branch; defaults to the current branch
+  vs its base. Flags: --scope <selector>, --base <ref|merge-base>, --theme
+  light|dark|both, --all (capture every route, not just changed), --no-autocrop,
+  --pagewide <n>, --threshold <n>.
+argument-hint: "[PR# | PR-url | branch] [--scope <sel>] [--base <ref>] [--theme both] [--all] [--no-autocrop]"
+allowed-tools: Read, Write, Edit, Glob, Grep, Bash
+---
+
+# UI Before / After (generic visual diff)
+
+Point it at a branch or PR; it figures out which UI changed, screenshots every
+affected surface **before** (base) and **after** (head), pixel-diffs the pairs, and
+montages the ones that actually changed into images for the PR description.
+
+`$ARGUMENTS`: a PR number/URL, a branch, or nothing (current branch vs base).
+By default it captures the full viewport and auto-crops each comparison to the region
+that changed. Flags: `--scope <css>` (narrow the *capture* to a container, e.g.
+`[data-sidebar="tool-panel"]`, when you already know where the change is),
+`--no-autocrop` (keep full frames), `--pagewide <fraction>` (above this share of the
+page, skip cropping; default 0.6), `--base <ref|merge-base>`,
+`--theme light|dark|both`, `--all` (walk every route, not just changed),
+`--threshold <fraction>` (diff sensitivity, default 0.001).
+
+Shares the capture harness with **ui-walkthrough** - read its SKILL.md for the
+stubbed-Playwright setup, worktree node_modules + `generate-icons`, the
+stale-`:5173` gotcha, and the dark-mode init-script. Bundled helpers:
+[capture-spec.template.ts](capture-spec.template.ts), [diff-shots.mjs](diff-shots.mjs),
+[montage-template.html](montage-template.html), [shoot-sections.mjs](shoot-sections.mjs).
+
+## Process
+
+### 1. Resolve target + base
+```
+gh pr view <pr> --json number,title,headRefName,baseRefName,url,files   # PR
+# or branch: base = merge-base(main, HEAD); head = HEAD
+gh pr diff <pr> --name-only        # or: git diff --name-only <base>...HEAD
+```
+
+### 2. Derive capture targets from the diff (the "analyse" step - no hand-listing)
+Map changed frontend files to URLs generically:
+- **Tools**: a changed `components/tools/<toolDir>/…` or `hooks/tools/<tool>/…` →
+  toolId → URL via the repo's own rule `getToolUrlPath` in
+  [toolsTaxonomy.ts:200](frontend/editor/src/core/data/toolsTaxonomy.ts): `/` + the
+  id kebab-cased (`addPageNumbers` → `/add-page-numbers`).
+- **Pages/routes**: changed `filesPage/*` → `/files`, etc.
+- `--all`: enumerate every tool in the registry instead of just changed ones.
+Write `frontend/editor/screenshots/ui-diff/targets.json` =
+`[{ "id":"compress", "url":"/compress", "name":"Compress" }]`. This is what makes
+it generic - the spec never names a tool.
+
+### 3. Capture AFTER (head) then BEFORE (base)
+Copy [capture-spec.template.ts](capture-spec.template.ts) →
+`src/core/tests/stubbed/ui-before-after.spec.ts` (it loops `targets.json`, seeds a
+sample PDF so file-dependent panels render, navigates to each URL, and screenshots
+the full viewport - or the `--scope` container if given). Ensure the harness is ready
+(node_modules + icons).
+```
+# after = current head
+cd frontend/editor && PR_SHOT_SIDE=after PR_SHOT_THEME=light \
+  npx playwright test --project=stubbed ui-before-after.spec.ts
+# before = base, in an isolated worktree (copy the spec + targets.json in)
+git worktree add ../ba-base origin/<baseRefName>        # or the merge-base
+#   set up its frontend, copy spec + screenshots/ui-diff/targets.json across, then:
+cd ../ba-base/frontend/editor && PR_SHOT_SIDE=before PR_SHOT_THEME=light \
+  npx playwright test --project=stubbed ui-before-after.spec.ts
+#   copy its screenshots/ui-diff/before/ back next to after/. Repeat with
+#   PR_SHOT_THEME=dark if --theme includes dark. Remove worktree when done.
+```
+
+### 4. Auto-diff (surface what changed)
+```
+cd frontend/editor && node <skill>/diff-shots.mjs \
+  screenshots/ui-diff/before screenshots/ui-diff/after screenshots/ui-diff
+```
+Produces `diff-report.json` classifying each view `unchanged | changed | added |
+removed`. For each changed view it computes the bounding box of differing pixels and
+writes cropped `__before_crop.png` / `__after_crop.png` / `__diff.png` to that region
+(+ padding) - **unless** the change covers more than `--pagewide` of the frame, where
+it keeps the full frame (`pageWide:true`). Drop `unchanged` - that's the noise the
+user doesn't want.
+
+### 5. Montage the changes
+Build the manifest from the non-unchanged entries (group by tab/tool; each becomes a
+state row with before/after). For changed views use the cropped `cropBefore` /
+`cropAfter` from `diff-report.json` (tight on the affected region; full frame when
+`pageWide`); `added`/`removed` render the "not present" placeholder. Fill
+[montage-template.html](montage-template.html) (replace the `window.__BA__` data
+block; base64-inline the PNGs for portability), then render one PNG per section with
+[shoot-sections.mjs](shoot-sections.mjs). Optionally include the `__diff.png` overlay
+as a third column.
+
+### 6. Deliver
+Output the `montage_<tab>.png` files + a short summary (N changed / added / removed,
+M unchanged skipped) and a paste-ready Markdown block. GitHub has no PR-body image
+API, so tell the user to drag the PNGs into the description. Do **not** post to the
+PR.
+
+## Gotchas
+- Two installs (base worktree + head); junction main's node_modules only if its deps
+  match that ref, else `npm ci` (see ui-walkthrough's stale-dep note).
+- A view that errors on one side (refactored/removed) → that side is missing; the
+  diff marks it added/removed rather than failing the run.
+- Pixel diff needs equal dimensions, so capture at a fixed viewport (the template
+  does); a view whose size changed is reported as "changed (dimensions differ)",
+  uncropped.
+- Auto-crop uses a single bounding box, so two far-apart changes give one large crop
+  (or trip `--pagewide`); narrow with `--scope` if that happens.
+- `getToolUrlPath` is the source of truth for tool URLs - use it, don't guess slugs.
+- Don't commit `screenshots/`, the throwaway spec, or the base worktree.

.claude/skills/ui-before-after/capture-spec.template.ts

@@ -0,0 +1,67 @@
+// Generic before/after capturer. NOT app-specific: it walks a targets.json that
+// the ui-before-after skill generates from the branch/PR diff, so nothing here is
+// hand-listed. Copy to src/core/tests/stubbed/ui-before-after.spec.ts, then run
+// once per (side, theme):
+//   PR_SHOT_SIDE=after  PR_SHOT_THEME=light \
+//     npx playwright test --project=stubbed ui-before-after.spec.ts
+//
+// targets.json shape: [{ "id":"compress", "url":"/compress", "name":"Compress",
+//                        "needsFile": true }]
+import { test } from "@app/tests/helpers/stub-test-base";
+import type { Page } from "@playwright/test";
+import fs from "node:fs";
+import path from "node:path";
+
+const SIDE = process.env.PR_SHOT_SIDE ?? "after";
+const THEME = process.env.PR_SHOT_THEME ?? "light";
+// Capture the full viewport by default so the affected region is in frame
+// wherever it is; diff-shots.mjs crops each comparison to what actually changed.
+// Set PR_SHOT_SCOPE to a selector to narrow the capture to one container.
+const SCOPE = process.env.PR_SHOT_SCOPE ?? "";
+const ROOT = path.resolve(process.cwd(), "screenshots", "ui-diff");
+const OUT = path.join(ROOT, SIDE);
+// A tiny sample PDF so file-dependent tool panels render. Point at a real fixture.
+const SAMPLE_PDF = process.env.PR_SHOT_SAMPLE ?? "src/core/tests/test-fixtures/sample.pdf";
+
+type Target = { id: string; url: string; name?: string; needsFile?: boolean };
+const targets: Target[] = JSON.parse(fs.readFileSync(path.join(ROOT, "targets.json"), "utf-8"));
+
+test.use({ autoGoto: false, viewport: { width: 1600, height: 900 }, seedJwt: true });
+
+async function applyTheme(page: Page): Promise<void> {
+  if (THEME !== "dark") return;
+  await page.addInitScript(() => {
+    localStorage.setItem("mantine-color-scheme", "dark");
+    localStorage.setItem("mantine-color-scheme-value", "dark");
+  });
+  await page.emulateMedia({ colorScheme: "dark" });
+}
+
+async function seedFile(page: Page): Promise<void> {
+  if (!fs.existsSync(SAMPLE_PDF)) return;
+  await page.goto("/", { waitUntil: "domcontentloaded" });
+  await page.getByTestId("files-button").click().catch(() => {});
+  await page.locator('[data-testid="file-input"]').setInputFiles(SAMPLE_PDF).catch(() => {});
+  await page.locator(".file-sidebar-file-item").first().isVisible({ timeout: 8_000 }).catch(() => {});
+}
+
+for (const t of targets) {
+  // One test per target so a single failure doesn't drop the rest.
+  test(`${SIDE}/${THEME} ${t.id}`, async ({ page }) => {
+    fs.mkdirSync(OUT, { recursive: true });
+    await applyTheme(page);
+    if (t.needsFile !== false) await seedFile(page);
+    await page.goto(t.url, { waitUntil: "domcontentloaded" });
+    await page.waitForTimeout(400); // settle Mantine portals/transitions
+    const shot = path.join(OUT, `${t.id}__${THEME}.png`);
+    if (SCOPE) {
+      const scope = page.locator(SCOPE).first();
+      if (await scope.isVisible({ timeout: 8_000 }).catch(() => false)) {
+        await scope.screenshot({ path: shot });
+        return;
+      }
+    }
+    // Full viewport (fixed size → stable dimensions for pixel diffing).
+    await page.screenshot({ path: shot });
+  });
+}

.claude/skills/ui-before-after/diff-shots.mjs

@@ -0,0 +1,106 @@
+// Auto-diff before/ vs after/ screenshots, classify each as
+// unchanged | changed | added | removed, and CROP each changed pair to the
+// affected region (bounding box of differing pixels + padding) - unless the
+// change spans most of the page, in which case the full frame is kept.
+// Run from frontend/editor (so deps resolve):
+//   node <skill>/diff-shots.mjs <beforeDir> <afterDir> [outDir]
+// Env:
+//   DIFF_THRESHOLD  min fraction of differing pixels to count as changed (default 0.001)
+//   DIFF_PAD        padding px around the affected region (default 24)
+//   DIFF_PAGEWIDE   if affected bbox area / image area exceeds this, keep full frame (default 0.6)
+import fs from "node:fs";
+import path from "node:path";
+import { createRequire } from "node:module";
+
+const require = createRequire(path.join(process.cwd(), "noop.js"));
+const pm = require("pixelmatch");
+const pixelmatch = pm.default || pm;
+const { PNG } = require("pngjs");
+
+const beforeDir = path.resolve(process.argv[2]);
+const afterDir = path.resolve(process.argv[3]);
+const outDir = path.resolve(process.argv[4] || afterDir);
+const THRESHOLD = Number(process.env.DIFF_THRESHOLD ?? "0.001");
+const PAD = Number(process.env.DIFF_PAD ?? "24");
+const PAGEWIDE = Number(process.env.DIFF_PAGEWIDE ?? "0.6");
+
+const read = (p) => PNG.sync.read(fs.readFileSync(p));
+const isShot = (f) => f.endsWith(".png") && !/__(diff|before_crop|after_crop)\.png$/.test(f);
+const list = (d) => (fs.existsSync(d) ? fs.readdirSync(d).filter(isShot) : []);
+const names = [...new Set([...list(beforeDir), ...list(afterDir)])].sort();
+fs.mkdirSync(outDir, { recursive: true });
+
+function cropPNG(src, x, y, w, h) {
+  const out = new PNG({ width: w, height: h });
+  PNG.bitblt(src, out, x, y, w, h, 0, 0);
+  return out;
+}
+const writePNG = (p, png) => fs.writeFileSync(p, PNG.sync.write(png));
+
+// Bounding box of differing pixels using a diff mask (alpha>0 where changed).
+function changedBBox(before, after, w, h) {
+  const mask = new PNG({ width: w, height: h });
+  pixelmatch(before.data, after.data, mask.data, w, h, { threshold: 0.1, diffMask: true });
+  let minX = w, minY = h, maxX = -1, maxY = -1, count = 0;
+  for (let y = 0; y < h; y++) {
+    for (let x = 0; x < w; x++) {
+      if (mask.data[(y * w + x) * 4 + 3] > 0) {
+        count++;
+        if (x < minX) minX = x; if (x > maxX) maxX = x;
+        if (y < minY) minY = y; if (y > maxY) maxY = y;
+      }
+    }
+  }
+  return maxX < 0 ? null : { minX, minY, maxX, maxY, count };
+}
+
+const report = [];
+for (const name of names) {
+  const id = name.replace(/\.png$/, "");
+  const bp = path.join(beforeDir, name), ap = path.join(afterDir, name);
+  const hasB = fs.existsSync(bp), hasA = fs.existsSync(ap);
+  if (hasB && !hasA) { report.push({ id, status: "removed", before: bp }); continue; }
+  if (!hasB && hasA) { report.push({ id, status: "added", after: ap }); continue; }
+
+  const before = read(bp), after = read(ap);
+  if (before.width !== after.width || before.height !== after.height) {
+    report.push({ id, status: "changed", note: "dimensions differ", before: bp, after: ap });
+    continue;
+  }
+  const w = after.width, h = after.height;
+  const overlay = new PNG({ width: w, height: h });
+  const px = pixelmatch(before.data, after.data, overlay.data, w, h, { threshold: 0.1 });
+  const ratio = px / (w * h);
+  if (ratio <= THRESHOLD) { report.push({ id, status: "unchanged", ratio: Number(ratio.toFixed(5)), before: bp, after: ap }); continue; }
+
+  const box = changedBBox(before, after, w, h);
+  // Pad + clamp the affected region.
+  const x = Math.max(0, box.minX - PAD), y = Math.max(0, box.minY - PAD);
+  const x2 = Math.min(w, box.maxX + 1 + PAD), y2 = Math.min(h, box.maxY + 1 + PAD);
+  const bw = x2 - x, bh = y2 - y;
+  const pageWide = (bw * bh) / (w * h) > PAGEWIDE;
+
+  const entry = { id, status: "changed", ratio: Number(ratio.toFixed(5)), before: bp, after: ap, pageWide };
+  if (pageWide) {
+    // Change spans most of the page - keep the full frame, full overlay.
+    const dp = path.join(outDir, `${id}__diff.png`); writePNG(dp, overlay);
+    entry.diff = dp;
+  } else {
+    entry.bbox = { x, y, w: bw, h: bh };
+    const cb = path.join(outDir, `${id}__before_crop.png`); writePNG(cb, cropPNG(before, x, y, bw, bh));
+    const ca = path.join(outDir, `${id}__after_crop.png`); writePNG(ca, cropPNG(after, x, y, bw, bh));
+    const dp = path.join(outDir, `${id}__diff.png`); writePNG(dp, cropPNG(overlay, x, y, bw, bh));
+    entry.cropBefore = cb; entry.cropAfter = ca; entry.diff = dp;
+  }
+  report.push(entry);
+}
+
+fs.writeFileSync(path.join(outDir, "diff-report.json"), JSON.stringify(report, null, 2));
+const changed = report.filter((r) => r.status !== "unchanged");
+console.log(`diffed ${report.length} view(s): ${changed.length} changed/added/removed, ${report.length - changed.length} unchanged`);
+for (const r of changed) {
+  const tail = r.status !== "changed" ? ""
+    : r.pageWide ? " (page-wide → full frame)"
+    : ` (${(r.ratio * 100).toFixed(2)}%, cropped to ${r.bbox.w}×${r.bbox.h})`;
+  console.log(`  ${r.status.padEnd(9)} ${r.id}${tail}${r.note ? " - " + r.note : ""}`);
+}

.claude/skills/ui-before-after/make_example.py

@@ -0,0 +1,48 @@
+"""Build EXAMPLE.html from montage-template.html using REAL files-page shots as
+stand-in before/after pairs (layout demo, not an actual PR diff). Inlines PNGs as
+data URIs so the HTML is portable. Run: python make_example.py"""
+import base64
+import json
+import pathlib
+import re
+
+HERE = pathlib.Path(__file__).parent
+SHOTS = pathlib.Path(
+    r"C:\Users\systo\git\Stirling-PDFNew\.claude\worktrees\kind-faraday-522a30"
+    r"\frontend\editor\screenshots\files-page"
+)
+
+
+def uri(fname):
+    p = SHOTS / fname
+    return "data:image/png;base64," + base64.b64encode(p.read_bytes()).decode() if p.exists() else None
+
+
+data = {
+    "pr": "DEMO",
+    "title": "EXAMPLE — before/after montage (layout demo, real Files-page shots; not a real PR diff)",
+    "base": "main", "head": "demo-branch",
+    "cropSelector": "[data-sidebar=\"tool-panel\"]  (real runs crop to the side; these demo shots are full-page)",
+    "tabs": [
+        {"id": "files", "title": "Files page", "ctx": "Each row = one flow state; left = base branch, right = this PR.",
+         "states": [
+             {"name": "Empty folder", "before": uri("01_empty_state_ctas.png"), "after": uri("02_empty_state_storage_off.png")},
+             {"name": "Files + details panel", "before": uri("03_subtoolbar_with_files.png"), "after": uri("06_details_panel_save_to_server.png")},
+             {"name": "Delete folder confirm", "before": None, "after": uri("19_delete_folder_dialog.png"), "note": "New in this PR"},
+         ]},
+        {"id": "move", "title": "Move-to-folder dialog",
+         "states": [
+             {"name": "Dialog opened", "before": uri("07_move_dialog_collapsed.png"), "after": uri("08_move_dialog_create_folder_expanded.png")},
+             {"name": "After folder created", "before": None, "after": uri("08b_move_dialog_after_create_folder.png"), "note": "New flow"},
+         ]},
+    ],
+}
+
+tpl = (HERE / "montage-template.html").read_text(encoding="utf-8")
+out = re.sub(
+    r"/\*__DATA__\*/.*?/\*__END__\*/",
+    lambda _m: "/*__DATA__*/" + json.dumps(data) + "/*__END__*/",
+    tpl, count=1, flags=re.S,
+)
+(HERE / "EXAMPLE.html").write_text(out, encoding="utf-8")
+print("wrote", HERE / "EXAMPLE.html", "(", (HERE / "EXAMPLE.html").stat().st_size // 1024, "KB )")

.claude/skills/ui-before-after/montage-template.html

@@ -0,0 +1,106 @@
+<!doctype html>
+<!--
+  Before/After montage for a PR description. The ui-before-after skill replaces
+  the JSON in the window.__BA__ data block below with the captured manifest, then
+  screenshots each .tab-section (id="section-<tabId>") into a PNG to drag into the
+  PR description. Self-contained; images may be relative paths or data URIs.
+
+  Data shape:
+  {
+    "pr":"6552","title":"...","base":"main","head":"feat/x",
+    "cropSelector":"[data-sidebar=\"tool-panel\"]",
+    "tabs":[
+      { "id":"sign","title":"Sign tool","states":[
+        {"name":"Initial","before":"before/sign__initial.png","after":"after/sign__initial.png"},
+        {"name":"Cert selected","before":null,"after":"after/sign__cert.png","note":"New in this PR"}
+      ]}
+    ]
+  }
+-->
+<html lang="en">
+<head>
+<meta charset="utf-8" />
+<title>Before / After</title>
+<style>
+  :root { --bg:#ffffff; --ink:#0b0c0e; --muted:#6b7280; --line:#e5e7eb;
+          --before:#6b7280; --after:#1f883d; --frame:#f3f4f6; --note:#b45309; }
+  * { box-sizing: border-box; }
+  body { margin:0; background:var(--bg); color:var(--ink);
+         font:14px/1.5 -apple-system,"Segoe UI",Roboto,system-ui,sans-serif; }
+  .wrap { max-width:1100px; margin:0 auto; padding:24px; }
+  .doc-head { margin-bottom:8px; }
+  .doc-head h1 { font-size:18px; margin:0 0 2px; }
+  .doc-head .sub { color:var(--muted); font-size:12.5px; }
+  .legend { display:flex; gap:14px; align-items:center; margin:10px 0 4px; font-size:12px; color:var(--muted); }
+  .chip { font-size:10px; font-weight:700; letter-spacing:.04em; text-transform:uppercase;
+          padding:2px 8px; border-radius:999px; color:#fff; }
+  .chip.before { background:var(--before); } .chip.after { background:var(--after); }
+
+  .tab-section { border:1px solid var(--line); border-radius:14px; padding:18px 18px 8px;
+                 margin:18px 0; background:var(--bg); }
+  .tab-section > h2 { font-size:16px; margin:0 0 2px; }
+  .tab-section > .ctx { color:var(--muted); font-size:12px; margin-bottom:14px; }
+  .state { margin-bottom:18px; }
+  .state .name { font-weight:600; font-size:13.5px; margin-bottom:8px; display:flex; gap:8px; align-items:center; }
+  .state .name .note { font-weight:500; color:var(--note); font-size:12px; }
+  .pair { display:grid; grid-template-columns:1fr 1fr; gap:14px; align-items:start; }
+  .cell { border:1px solid var(--line); border-radius:10px; overflow:hidden; background:var(--frame); }
+  .cell .cap { display:flex; align-items:center; gap:8px; padding:7px 10px; border-bottom:1px solid var(--line);
+               background:var(--bg); }
+  .cell .cap .meta { color:var(--muted); font-size:11px; }
+  .cell img { display:block; width:100%; height:auto; background:#fff; }
+  .cell.empty .ph { display:flex; align-items:center; justify-content:center; height:160px; color:var(--muted);
+                    font-size:12.5px; text-align:center; padding:0 16px; }
+  .single .pair { grid-template-columns:1fr; }
+  .empty-doc { color:var(--muted); padding:40px; text-align:center; }
+  @media (max-width:760px){ .pair{ grid-template-columns:1fr; } }
+</style>
+</head>
+<body>
+<div class="wrap" id="root"></div>
+
+<script id="data">
+window.__BA__ = /*__DATA__*/{"pr":"","title":"No data","base":"","head":"","cropSelector":"","tabs":[]}/*__END__*/;
+</script>
+<script>
+(function(){
+  var D = window.__BA__ || { tabs: [] };
+  var root = document.getElementById("root");
+  function el(html){ var t=document.createElement("template"); t.innerHTML=html.trim(); return t.content.firstChild; }
+  function esc(s){ return (s==null?"":String(s)).replace(/[&<>]/g, function(c){return {"&":"&amp;","<":"&lt;",">":"&gt;"}[c];}); }
+
+  function cell(kind, src){
+    if (src) {
+      return '<div class="cell"><div class="cap"><span class="chip '+kind+'">'+kind+'</span></div>'+
+             '<img src="'+esc(src)+'" alt="'+kind+'"/></div>';
+    }
+    return '<div class="cell empty"><div class="cap"><span class="chip '+kind+'">'+kind+'</span>'+
+           '<span class="meta">not present</span></div><div class="ph">No '+kind+' screenshot for this state</div></div>';
+  }
+
+  var head = '<div class="doc-head"><h1>'+esc(D.title || ("PR #"+D.pr))+'</h1>'+
+    '<div class="sub">Before / after &nbsp;·&nbsp; base <code>'+esc(D.base)+'</code> → head <code>'+esc(D.head)+'</code>'+
+    (D.cropSelector ? ' &nbsp;·&nbsp; cropped to <code>'+esc(D.cropSelector)+'</code>' : '')+'</div></div>'+
+    '<div class="legend"><span class="chip before">Before</span> base branch'+
+    '<span class="chip after">After</span> this PR</div>';
+  root.appendChild(el('<div>'+head+'</div>'));
+
+  if (!D.tabs || !D.tabs.length){ root.appendChild(el('<div class="empty-doc">No tabs captured yet.</div>')); return; }
+
+  D.tabs.forEach(function(tab){
+    var states = (tab.states||[]).map(function(s){
+      var onlyOne = (!s.before || !s.after);
+      return '<div class="state'+(onlyOne?' ':'')+'">'+
+        '<div class="name">'+esc(s.name)+(s.note?'<span class="note">'+esc(s.note)+'</span>':'')+'</div>'+
+        '<div class="pair">'+cell("before", s.before)+cell("after", s.after)+'</div></div>';
+    }).join("");
+    var sec = '<section class="tab-section" id="section-'+esc(tab.id)+'">'+
+      '<h2>'+esc(tab.title)+'</h2>'+
+      (tab.ctx?'<div class="ctx">'+esc(tab.ctx)+'</div>':'')+
+      states+'</section>';
+    root.appendChild(el(sec));
+  });
+})();
+</script>
+</body>
+</html>

.claude/skills/ui-before-after/shoot-sections.mjs

@@ -0,0 +1,25 @@
+// Render each .tab-section of a montage HTML into its own PNG (the PR-ready image).
+// Run from frontend/editor (so @playwright/test resolves):
+//   node <skill>/shoot-sections.mjs <montage.html> <outDir>
+import path from "node:path";
+import { pathToFileURL } from "node:url";
+import { createRequire } from "node:module";
+
+const require = createRequire(path.join(process.cwd(), "noop.js"));
+const { chromium } = require("@playwright/test");
+
+const htmlPath = path.resolve(process.argv[2]);
+const outDir = path.resolve(process.argv[3] || path.dirname(htmlPath));
+
+const browser = await chromium.launch();
+const page = await browser.newPage({ viewport: { width: 1200, height: 1200 }, deviceScaleFactor: 2 });
+await page.goto(pathToFileURL(htmlPath).href, { waitUntil: "load" });
+await page.waitForTimeout(250); // let images/fonts paint
+const ids = await page.$$eval(".tab-section", (els) => els.map((e) => e.id));
+if (!ids.length) { console.error("no .tab-section found"); process.exit(1); }
+for (const id of ids) {
+  const name = id.replace(/^section-/, "");
+  await page.locator("#" + id).screenshot({ path: path.join(outDir, `montage_${name}.png`) });
+  console.log("wrote montage_" + name + ".png");
+}
+await browser.close();

.claude/skills/ui-walkthrough/SKILL.md

@@ -0,0 +1,120 @@
+---
+name: ui-walkthrough
+description: >-
+  Full UI investigation of the current branch's feature. Enumerates every view
+  and state (empty, populated, loading, error, each dialog/menu/panel, responsive
+  breakpoints, light + dark + RTL), captures them with the stubbed Playwright
+  harness, assembles a single-image HTML walkthrough with a global light/dark
+  toggle slider, then runs two review passes: visual/consistency (alignment,
+  spacing, professionalism, dark/light parity, contrast, truncation) and
+  UX/ease-of-use (flow, discoverability, affordances, empty/error states,
+  expectations). Use when asked for a UI walkthrough, screenshot review, design
+  or QA pass, "find anywhere to make it easier/better for users", or before
+  merging frontend work. Pass --fix to auto-apply safe frontend fixes and
+  re-capture; --theme to limit themes; --no-rtl to skip RTL.
+argument-hint: "[feature/area] [--fix] [--theme light|dark|both] [--no-rtl] [--breakpoints]"
+allowed-tools: Read, Write, Edit, Glob, Grep, Bash
+---
+
+# UI Walkthrough
+
+Produce a reviewable HTML walkthrough of a feature's UI in every state and theme,
+then critique it. Optionally auto-fix and re-capture.
+
+`$ARGUMENTS` may name the feature/area to focus on. If empty, scope from the
+current branch diff. Flags: `--fix`, `--theme light|dark|both` (default both),
+`--no-rtl`, `--breakpoints` (also capture phone/narrow widths).
+
+## What this repo gives you (use it, don't reinvent)
+
+- **Stubbed Playwright project** = backend-free screenshots via `page.route()` mocks.
+  Reference implementation: `frontend/editor/src/core/tests/stubbed/files-page-screenshots.spec.ts`.
+  It already shows the light / **dark** / **RTL** passes, JWT seeding, IndexedDB
+  seeding, and dumping PNGs to a `screenshots/<area>/` folder. Copy its shape.
+- Helpers: `frontend/editor/src/core/tests/helpers/ui-helpers.ts`
+  (`uploadFiles`, `openSettings`, `waitForModalOpen`, `dismissTourTooltip`, …)
+  and the `stub-test-base` fixtures (`autoGoto`, `seedJwt`, `viewport`).
+- Config: `frontend/editor/playwright.config.ts` (run from `frontend/editor/`).
+- Report template: [report-template.html](report-template.html) - self-contained,
+  one big image at a time, a global light/dark slider that flips every shot,
+  thumbnail rail, prev/next + arrow keys, and a Findings tab.
+
+## Process
+
+### 1. Scope the feature
+- If `$ARGUMENTS` is empty: `git diff --name-only main...HEAD` and read the PR/commits.
+  Identify changed pages, tools (`core/components/tools/<tool>` or `core/tools/<tool>`),
+  dialogs, panels, and routes.
+- Enumerate **every view and state** to capture, e.g.:
+  empty / populated / loading / error / disabled; each dialog, menu, popover, tooltip;
+  each tab or step; selection + multi-select; success/result panel; and (if relevant)
+  permission/role variants. Write the list down before capturing - it's the report's spine.
+
+### 2. Prepare the harness (worktree-safe)
+Worktrees have no `node_modules` and no generated icons. From repo root:
+```
+cd frontend && npm ci                       # or junction main's node_modules (see memory)
+cd frontend/editor && node scripts/generate-icons.js
+```
+Kill any stale dev server first (it serves old modules):
+`Get-NetTCPConnection -LocalPort 5173 -State Listen | %{ Stop-Process -Id $_.OwningProcess -Force }`
+
+### 3. Write the capture spec
+Create `frontend/editor/src/core/tests/stubbed/<feature>-walkthrough.spec.ts`,
+modeled on `files-page-screenshots.spec.ts`. For each enumerated view:
+- stub the APIs it needs, drive the UI to that state, wait on a real locator
+  (not a fixed sleep), `await settle(page)` for Mantine portals, then
+  `page.screenshot({ path: shotPath("NN_name_<theme>") })`.
+- Capture each view in **light and dark** (and RTL unless `--no-rtl`). Reuse the
+  `enableDarkMode` / `enableRtl` init-script pattern from the reference spec
+  (`localStorage["mantine-color-scheme"]="dark"` + `emulateMedia({colorScheme:"dark"})`).
+- Name shots `NN_<view>_<theme>.png` so light/dark pair up by suffix.
+- Prefer **stable test-ids** over translated accessible names (RTL/i18n breaks text locators).
+
+Run it: `cd frontend/editor && npx playwright test --project=stubbed <feature>-walkthrough.spec.ts`.
+Add `--project=stubbed-firefox`/`-webkit` only if cross-browser layout matters.
+
+### 4. Build the report
+- Copy `report-template.html` to `screenshots/<feature>/walkthrough.html` (so the
+  relative `screenshots/...` image paths resolve, or rewrite paths to sit beside it).
+- Build the manifest and inject it: replace the JSON between the
+  `/*__DATA__*/` … `/*__END__*/` markers with one `views[]` entry per view
+  (`{id,title,light,dark,viewport,notes}`) and an empty `findings` object you'll
+  fill in step 5. Keep `light`/`dark` as relative paths.
+- The toggle slider answers the "one big image + flip light/dark for all" request:
+  it shows a single large screenshot, and switching the slider re-themes every view.
+
+### 5. Review pass 1 - visual & consistency
+Open each screenshot (Read the PNG) and judge against the others:
+alignment & spacing rhythm, control placement, button hierarchy, typography,
+**light/dark parity** (contrast, invisible borders, washed-out text, wrong tokens),
+truncation/overflow, RTL mirroring, focus states, icon consistency, professional polish.
+Record each issue as a finding `{severity:high|med|low, view, title, detail, fix}`.
+
+### 6. Review pass 2 - UX & ease of use
+Walk the flow as a first-time user: discoverability, number of steps, affordance
+clarity, empty-state guidance, error recovery, destructive-action confirmation,
+defaults, loading feedback, mobile reachability, accessible names, and whether the
+UI matches user expectations for this kind of tool. Record findings the same way.
+
+Write both finding lists into the report's `findings.visual` / `findings.ux`,
+and add short per-view `notes`. Re-inject the manifest.
+
+### 7. If `--fix`
+Only safe, self-contained frontend fixes (spacing, alignment, tokens, missing
+dark-mode colors, labels, aria, obvious copy). For each: edit the component/CSS,
+mark the finding `fixed:true` with what changed, then **re-run the spec** to
+re-capture the affected shots and regenerate the report. Run `task frontend:check`.
+Leave anything risky or ambiguous as a finding, not a change.
+
+### 8. Deliver
+Tell the user the report path and give a tight chat summary: N views ×
+themes captured, top findings by severity, and (if `--fix`) what changed.
+Optionally `SendUserFile` the `walkthrough.html`.
+
+## Gotchas
+- Stale `:5173` server serves old bundles - kill it before capturing (see step 2).
+- Missing `material-symbols-icons.json` → blank app → every shot times out. Run
+  `generate-icons.js` first.
+- `await settle(page)` before shots or portals/transitions tear mid-capture.
+- Don't commit the generated `screenshots/` or the throwaway spec unless asked.

.claude/skills/ui-walkthrough/make_example.py

@@ -0,0 +1,116 @@
+"""Build a self-contained EXAMPLE.html from report-template.html with mock
+light/dark screenshots, so the viewer + global theme slider can be demoed
+without a real capture run. Run: python make_example.py"""
+import base64
+import json
+import pathlib
+import re
+
+HERE = pathlib.Path(__file__).parent
+
+
+def svg(bg, fg, panel, accent, muted, label, kind):
+    """A simple fake 'screen' SVG: title bar, sidebar, content varies by kind."""
+    parts = [
+        f'<svg xmlns="http://www.w3.org/2000/svg" width="1600" height="900" viewBox="0 0 1600 900">',
+        f'<rect width="1600" height="900" fill="{bg}"/>',
+        # top bar
+        f'<rect width="1600" height="64" fill="{panel}"/>',
+        f'<circle cx="40" cy="32" r="12" fill="{accent}"/>',
+        f'<rect x="64" y="24" width="160" height="16" rx="6" fill="{muted}"/>',
+        f'<rect x="1430" y="20" width="130" height="24" rx="12" fill="{accent}"/>',
+        # left sidebar
+        f'<rect x="0" y="64" width="220" height="836" fill="{panel}"/>',
+    ]
+    for i in range(6):
+        y = 100 + i * 56
+        parts.append(f'<rect x="24" y="{y}" width="172" height="32" rx="8" fill="{bg}"/>')
+    if kind == "empty":
+        parts += [
+            f'<rect x="700" y="360" width="200" height="120" rx="16" fill="none" stroke="{muted}" stroke-width="3" stroke-dasharray="10 8"/>',
+            f'<rect x="690" y="510" width="220" height="44" rx="10" fill="{accent}"/>',
+            f'<text x="800" y="600" fill="{muted}" font-family="sans-serif" font-size="26" text-anchor="middle">{label}</text>',
+        ]
+    elif kind == "form":
+        for i in range(4):
+            y = 140 + i * 90
+            parts.append(f'<rect x="280" y="{y}" width="160" height="16" rx="6" fill="{muted}"/>')
+            parts.append(f'<rect x="280" y="{y+26}" width="900" height="44" rx="8" fill="{panel}" stroke="{muted}" stroke-width="1"/>')
+        parts.append(f'<rect x="280" y="560" width="200" height="50" rx="10" fill="{accent}"/>')
+        parts.append(f'<text x="800" y="850" fill="{muted}" font-family="sans-serif" font-size="24" text-anchor="middle">{label}</text>')
+    else:  # dialog
+        parts += [
+            f'<rect width="1600" height="900" fill="{fg}" opacity="0.45"/>',
+            f'<rect x="520" y="280" width="560" height="360" rx="18" fill="{panel}"/>',
+            f'<rect x="556" y="320" width="280" height="22" rx="8" fill="{fg}"/>',
+            f'<rect x="556" y="372" width="488" height="14" rx="6" fill="{muted}"/>',
+            f'<rect x="556" y="398" width="420" height="14" rx="6" fill="{muted}"/>',
+            f'<rect x="820" y="560" width="110" height="44" rx="9" fill="{bg}" stroke="{muted}"/>',
+            f'<rect x="946" y="560" width="98" height="44" rx="9" fill="{accent}"/>',
+            f'<text x="800" y="700" fill="#fff" font-family="sans-serif" font-size="24" text-anchor="middle">{label}</text>',
+        ]
+    parts.append("</svg>")
+    return "".join(parts)
+
+
+def data_uri(s):
+    return "data:image/svg+xml;base64," + base64.b64encode(s.encode()).decode()
+
+
+LIGHT = dict(bg="#ffffff", fg="#111418", panel="#f1f3f6", accent="#2f6fed", muted="#c2c8d0")
+DARK = dict(bg="#16181c", fg="#000000", panel="#1f232a", accent="#5b8cff", muted="#3a414b")
+
+
+def pair(kind, label):
+    return (
+        data_uri(svg(LIGHT["bg"], LIGHT["fg"], LIGHT["panel"], LIGHT["accent"], LIGHT["muted"], label, kind)),
+        data_uri(svg(DARK["bg"], DARK["fg"], DARK["panel"], DARK["accent"], DARK["muted"], label, kind)),
+    )
+
+
+views = []
+for idx, (kind, title, label) in enumerate([
+    ("empty", "Empty state", "Drop a PDF to start"),
+    ("form", "Tool options panel", "Compress options"),
+    ("dialog", "Confirm dialog", "Replace original file?"),
+], start=1):
+    light, dark = pair(kind, label)
+    views.append({
+        "id": f"{idx:02d}_{kind}",
+        "title": title,
+        "light": light,
+        "dark": dark,
+        "viewport": "1600x900",
+        "notes": ["This is mock data to demo the viewer."],
+    })
+
+data = {
+    "feature": "EXAMPLE - Compress PDF (mock data)",
+    "branch": "demo",
+    "generated": "example",
+    "views": views,
+    "findings": {
+        "visual": [
+            {"severity": "high", "view": "03_dialog", "title": "Dialog buttons too close",
+             "detail": "Cancel/Confirm have only 8px gap; easy to misclick.",
+             "fix": "Increase gap to var(--mantine-spacing-md)."},
+            {"severity": "low", "view": "02_form", "title": "Field labels low contrast in dark mode",
+             "detail": "Muted token fails WCAG AA on the dark panel.",
+             "fix": "Use --mantine-color-dimmed instead of a hard-coded grey."},
+        ],
+        "ux": [
+            {"severity": "med", "view": "01_empty", "title": "Primary CTA below the dropzone",
+             "detail": "Users expect the action button adjacent to the dropzone.",
+             "fix": "Move the button directly under the dashed zone."},
+        ],
+    },
+}
+
+tpl = (HERE / "report-template.html").read_text(encoding="utf-8")
+out = re.sub(
+    r"/\*__DATA__\*/.*?/\*__END__\*/",
+    lambda _m: "/*__DATA__*/" + json.dumps(data) + "/*__END__*/",
+    tpl, count=1, flags=re.S,
+)
+(HERE / "EXAMPLE.html").write_text(out, encoding="utf-8")
+print("wrote", (HERE / "EXAMPLE.html"))

.claude/skills/ui-walkthrough/report-template.html

@@ -0,0 +1,298 @@
+<!doctype html>
+<!--
+  UI Walkthrough report template (self-contained, works from file://).
+  The ui-walkthrough skill replaces the JSON in the window.__WALKTHROUGH__ data
+  block below with the captured manifest. Do not add external CDN deps - it must open offline.
+
+  Data shape:
+  {
+    "feature": "Compress PDF tool",
+    "branch": "claude/...",
+    "generated": "2026-06-21",
+    "views": [
+      { "id": "01_empty", "title": "Empty state",
+        "light": "screenshots/compress/01_empty_light.png",
+        "dark":  "screenshots/compress/01_empty_dark.png",
+        "viewport": "1600x900",
+        "notes": ["Heading is centered", "Primary CTA below the fold on mobile"] }
+    ],
+    "findings": {
+      "visual": [ { "severity":"high", "view":"01_empty", "title":"...", "detail":"...", "fix":"..." } ],
+      "ux":     [ { "severity":"med",  "view":"03_dialog", "title":"...", "detail":"...", "fix":"..." } ]
+    }
+  }
+-->
+<html lang="en">
+<head>
+<meta charset="utf-8" />
+<meta name="viewport" content="width=device-width, initial-scale=1" />
+<title>UI Walkthrough</title>
+<style>
+  :root {
+    --bg: #f6f7f9; --panel: #ffffff; --panel-2: #f0f2f5; --text: #1a1b1e;
+    --muted: #6b7280; --border: #e2e5ea; --accent: #2f6fed; --accent-weak: #e8f0fe;
+    --shadow: 0 1px 3px rgba(0,0,0,.08), 0 8px 24px rgba(0,0,0,.06);
+    --hi: #d92d20; --med: #d98e00; --low: #2f6fed; --stage: #0b0c0e;
+  }
+  html[data-theme="dark"] {
+    --bg: #0d0e10; --panel: #16181c; --panel-2: #1d2024; --text: #e6e8eb;
+    --muted: #9aa3ad; --border: #2a2e35; --accent: #5b8cff; --accent-weak: #1a2336;
+    --shadow: 0 1px 3px rgba(0,0,0,.5), 0 8px 24px rgba(0,0,0,.4); --stage: #000;
+  }
+  * { box-sizing: border-box; }
+  body { margin: 0; font: 14px/1.5 -apple-system, "Segoe UI", Roboto, system-ui, sans-serif;
+         background: var(--bg); color: var(--text); }
+  header { display: flex; align-items: center; gap: 16px; padding: 12px 20px;
+           background: var(--panel); border-bottom: 1px solid var(--border); position: sticky; top: 0; z-index: 5; }
+  header h1 { font-size: 15px; margin: 0; font-weight: 650; }
+  header .sub { color: var(--muted); font-size: 12px; }
+  .spacer { flex: 1; }
+  .counter { color: var(--muted); font-variant-numeric: tabular-nums; font-size: 13px; }
+  .tabs { display: flex; gap: 4px; }
+  .tab { border: 1px solid var(--border); background: var(--panel-2); color: var(--text);
+         padding: 6px 12px; border-radius: 8px; cursor: pointer; font-size: 13px; }
+  .tab.active { background: var(--accent); color: #fff; border-color: var(--accent); }
+
+  /* Light/Dark slider */
+  .theme-toggle { display: flex; align-items: center; gap: 9px; user-select: none; }
+  .theme-toggle .lbl { font-size: 12px; color: var(--muted); }
+  .theme-toggle .lbl.on { color: var(--text); font-weight: 600; }
+  .switch { position: relative; width: 52px; height: 28px; }
+  .switch input { opacity: 0; width: 0; height: 0; }
+  .slider { position: absolute; inset: 0; cursor: pointer; background: var(--panel-2);
+            border: 1px solid var(--border); border-radius: 999px; transition: .2s; }
+  .slider:before { content: ""; position: absolute; height: 20px; width: 20px; left: 3px; top: 3px;
+                   background: #fbbf24; border-radius: 50%; transition: .2s; box-shadow: 0 1px 2px rgba(0,0,0,.3); }
+  .switch input:checked + .slider { background: var(--accent); }
+  .switch input:checked + .slider:before { transform: translateX(24px); background: #c7d2fe; }
+
+  main { display: grid; grid-template-columns: 240px 1fr; height: calc(100vh - 53px); }
+  .rail { border-right: 1px solid var(--border); overflow-y: auto; background: var(--panel); padding: 8px; }
+  .rail .group-label { font-size: 11px; text-transform: uppercase; letter-spacing: .05em;
+                       color: var(--muted); padding: 10px 8px 4px; }
+  .thumb { display: flex; gap: 9px; align-items: center; padding: 7px; border-radius: 8px;
+           cursor: pointer; border: 1px solid transparent; }
+  .thumb:hover { background: var(--panel-2); }
+  .thumb.active { background: var(--accent-weak); border-color: var(--accent); }
+  .thumb img { width: 64px; height: 40px; object-fit: cover; border-radius: 4px; border: 1px solid var(--border); background: var(--stage); }
+  .thumb .t { font-size: 12.5px; line-height: 1.3; }
+  .thumb .badge { font-size: 10px; color: var(--muted); }
+  .thumb .dot { width: 7px; height: 7px; border-radius: 50%; margin-left: auto; flex: none; }
+
+  .stagewrap { display: flex; flex-direction: column; min-width: 0; }
+  .stage { flex: 1; display: flex; align-items: center; justify-content: center; padding: 22px;
+           background: var(--stage); position: relative; min-height: 0; }
+  .stage img { max-width: 100%; max-height: 100%; object-fit: contain; border-radius: 8px;
+               box-shadow: 0 4px 30px rgba(0,0,0,.4); background: #fff; }
+  html[data-theme="dark"] .stage img { background: #16181c; }
+  .nav-btn { position: absolute; top: 50%; transform: translateY(-50%); width: 42px; height: 42px;
+             border-radius: 50%; border: 1px solid var(--border); background: var(--panel);
+             color: var(--text); cursor: pointer; font-size: 18px; opacity: .85; }
+  .nav-btn:hover { opacity: 1; } .nav-btn.prev { left: 16px; } .nav-btn.next { right: 16px; }
+  .nav-btn:disabled { opacity: .25; cursor: default; }
+  .missing { color: var(--muted); font-size: 13px; text-align: center; }
+
+  .detail { border-top: 1px solid var(--border); background: var(--panel); padding: 14px 20px;
+            max-height: 38vh; overflow-y: auto; }
+  .detail h2 { margin: 0 0 4px; font-size: 15px; }
+  .detail .meta { color: var(--muted); font-size: 12px; margin-bottom: 10px; }
+  .notes { list-style: none; padding: 0; margin: 0; display: grid; gap: 6px; }
+  .notes li { display: flex; gap: 8px; align-items: flex-start; }
+  .sev { font-size: 10px; font-weight: 700; text-transform: uppercase; padding: 2px 7px; border-radius: 999px;
+         color: #fff; flex: none; margin-top: 1px; }
+  .sev.high { background: var(--hi); } .sev.med { background: var(--med); } .sev.low { background: var(--low); }
+  .finding .fix { color: var(--muted); font-size: 12.5px; }
+  .finding .fix b { color: var(--text); font-weight: 600; }
+
+  /* Summary tab */
+  .summary { padding: 20px 28px; overflow-y: auto; }
+  .summary h2 { font-size: 16px; margin: 22px 0 8px; }
+  .summary .empty { color: var(--muted); }
+  .card { background: var(--panel); border: 1px solid var(--border); border-radius: 10px;
+          padding: 12px 14px; margin-bottom: 8px; box-shadow: var(--shadow); }
+  .card .head { display: flex; gap: 8px; align-items: center; }
+  .card a { color: var(--accent); text-decoration: none; cursor: pointer; }
+  .hide { display: none !important; }
+  kbd { font: 11px ui-monospace, monospace; background: var(--panel-2); border: 1px solid var(--border);
+        border-radius: 4px; padding: 1px 5px; }
+</style>
+</head>
+<body>
+<header>
+  <div>
+    <h1 id="feature-title">UI Walkthrough</h1>
+    <div class="sub" id="feature-sub"></div>
+  </div>
+  <div class="spacer"></div>
+  <div class="tabs">
+    <button class="tab active" data-tab="viewer">Walkthrough</button>
+    <button class="tab" data-tab="summary">Findings</button>
+  </div>
+  <div class="counter" id="counter"></div>
+  <label class="theme-toggle" title="Toggle light / dark for every screenshot">
+    <span class="lbl" id="lbl-light">Light</span>
+    <span class="switch"><input type="checkbox" id="theme-switch" /><span class="slider"></span></span>
+    <span class="lbl" id="lbl-dark">Dark</span>
+  </label>
+</header>
+
+<main id="viewer-pane">
+  <aside class="rail" id="rail"></aside>
+  <section class="stagewrap">
+    <div class="stage">
+      <button class="nav-btn prev" id="prev" aria-label="Previous">&#8249;</button>
+      <img id="stage-img" alt="" />
+      <div class="missing hide" id="missing"></div>
+      <button class="nav-btn next" id="next" aria-label="Next">&#8250;</button>
+    </div>
+    <div class="detail">
+      <h2 id="view-title"></h2>
+      <div class="meta" id="view-meta"></div>
+      <ul class="notes" id="view-notes"></ul>
+    </div>
+  </section>
+</main>
+
+<section class="summary hide" id="summary-pane"></section>
+
+<script id="data">
+window.__WALKTHROUGH__ = /*__DATA__*/{"feature":"No data","branch":"","generated":"","views":[],"findings":{"visual":[],"ux":[]}}/*__END__*/;
+</script>
+<script>
+(function () {
+  var D = window.__WALKTHROUGH__ || { views: [], findings: { visual: [], ux: [] } };
+  var views = D.views || [];
+  var state = { i: 0, theme: localStorage.getItem("ui-wt-theme") || "light", tab: "viewer" };
+
+  var $ = function (id) { return document.getElementById(id); };
+  function sevClass(s) { return s === "high" ? "high" : s === "med" || s === "medium" ? "med" : "low"; }
+
+  function applyChrome() {
+    document.documentElement.setAttribute("data-theme", state.theme);
+    $("theme-switch").checked = state.theme === "dark";
+    $("lbl-light").classList.toggle("on", state.theme === "light");
+    $("lbl-dark").classList.toggle("on", state.theme === "dark");
+  }
+
+  function srcFor(v) { return state.theme === "dark" ? (v.dark || v.light) : (v.light || v.dark); }
+
+  function findingsForView(id) {
+    var all = (D.findings && D.findings.visual || []).concat(D.findings && D.findings.ux || []);
+    return all.filter(function (f) { return f.view === id; });
+  }
+
+  function renderRail() {
+    var rail = $("rail");
+    rail.innerHTML = "";
+    if (!views.length) { rail.innerHTML = '<div class="group-label">No views captured</div>'; return; }
+    views.forEach(function (v, idx) {
+      var fs = findingsForView(v.id);
+      var worst = fs.some(function (f){return sevClass(f.severity)==="high";}) ? "var(--hi)"
+                : fs.some(function (f){return sevClass(f.severity)==="med";}) ? "var(--med)"
+                : fs.length ? "var(--low)" : "transparent";
+      var el = document.createElement("div");
+      el.className = "thumb" + (idx === state.i ? " active" : "");
+      el.innerHTML = '<img src="' + srcFor(v) + '" alt="" />' +
+        '<div><div class="t">' + (v.title || v.id) + '</div>' +
+        '<div class="badge">' + (v.viewport || "") + '</div></div>' +
+        '<span class="dot" style="background:' + worst + '"></span>';
+      el.onclick = function () { state.i = idx; render(); };
+      rail.appendChild(el);
+    });
+  }
+
+  function render() {
+    applyChrome();
+    if (!views.length) {
+      $("missing").classList.remove("hide"); $("stage-img").classList.add("hide");
+      $("missing").textContent = "No screenshots in this report yet.";
+      $("counter").textContent = ""; return;
+    }
+    var v = views[state.i];
+    var src = srcFor(v);
+    var img = $("stage-img");
+    if (src) {
+      img.classList.remove("hide"); $("missing").classList.add("hide");
+      img.src = src; img.alt = v.title || v.id;
+    } else {
+      img.classList.add("hide"); $("missing").classList.remove("hide");
+      $("missing").textContent = "No " + state.theme + " screenshot for this view.";
+    }
+    $("counter").textContent = (state.i + 1) + " / " + views.length;
+    $("view-title").textContent = v.title || v.id;
+    $("view-meta").textContent = [v.viewport, state.theme + " mode"].filter(Boolean).join("  ·  ");
+    var notes = $("view-notes"); notes.innerHTML = "";
+    var fs = findingsForView(v.id);
+    (v.notes || []).forEach(function (n) {
+      var li = document.createElement("li"); li.textContent = "· " + n; notes.appendChild(li);
+    });
+    fs.forEach(function (f) {
+      var li = document.createElement("li"); li.className = "finding";
+      li.innerHTML = '<span class="sev ' + sevClass(f.severity) + '">' + (f.severity || "note") + '</span>' +
+        '<span><b>' + (f.title || "") + '</b> — ' + (f.detail || "") +
+        (f.fix ? ' <span class="fix"><b>Fix:</b> ' + f.fix + '</span>' : '') + '</span>';
+      notes.appendChild(li);
+    });
+    $("prev").disabled = state.i === 0;
+    $("next").disabled = state.i === views.length - 1;
+    renderRail();
+  }
+
+  function renderSummary() {
+    var pane = $("summary-pane");
+    function block(title, arr) {
+      var h = '<h2>' + title + ' (' + arr.length + ')</h2>';
+      if (!arr.length) return h + '<div class="empty">None found.</div>';
+      return h + arr.map(function (f) {
+        return '<div class="card"><div class="head">' +
+          '<span class="sev ' + sevClass(f.severity) + '">' + (f.severity || "note") + '</span>' +
+          '<b>' + (f.title || "") + '</b>' +
+          (f.view ? ' <a data-jump="' + f.view + '">' + f.view + '</a>' : '') + '</div>' +
+          '<div style="margin-top:6px">' + (f.detail || "") + '</div>' +
+          (f.fix ? '<div class="finding" style="margin-top:6px"><span class="fix"><b>Fix:</b> ' + f.fix + '</span></div>' : '') +
+          '</div>';
+      }).join("");
+    }
+    pane.innerHTML = block("Visual & consistency", (D.findings && D.findings.visual) || []) +
+                     block("UX & ease of use", (D.findings && D.findings.ux) || []);
+    pane.querySelectorAll("[data-jump]").forEach(function (a) {
+      a.onclick = function () {
+        var id = a.getAttribute("data-jump");
+        var idx = views.findIndex(function (v) { return v.id === id; });
+        if (idx >= 0) { state.i = idx; setTab("viewer"); }
+      };
+    });
+  }
+
+  function setTab(t) {
+    state.tab = t;
+    document.querySelectorAll(".tab").forEach(function (b) { b.classList.toggle("active", b.dataset.tab === t); });
+    $("viewer-pane").classList.toggle("hide", t !== "viewer");
+    $("summary-pane").classList.toggle("hide", t !== "summary");
+    if (t === "viewer") $("viewer-pane").style.display = "grid";
+    if (t === "summary") renderSummary();
+  }
+
+  // wiring
+  $("feature-title").textContent = D.feature || "UI Walkthrough";
+  $("feature-sub").textContent = [D.branch, D.generated].filter(Boolean).join("  ·  ");
+  $("theme-switch").onchange = function () {
+    state.theme = this.checked ? "dark" : "light";
+    localStorage.setItem("ui-wt-theme", state.theme);
+    render();
+  };
+  $("prev").onclick = function () { if (state.i > 0) { state.i--; render(); } };
+  $("next").onclick = function () { if (state.i < views.length - 1) { state.i++; render(); } };
+  document.addEventListener("keydown", function (e) {
+    if (state.tab !== "viewer") return;
+    if (e.key === "ArrowLeft") $("prev").click();
+    if (e.key === "ArrowRight") $("next").click();
+    if (e.key.toLowerCase() === "t") $("theme-switch").click();
+  });
+  document.querySelectorAll(".tab").forEach(function (b) { b.onclick = function () { setTab(b.dataset.tab); }; });
+
+  render();
+})();
+</script>
+</body>
+</html>

.dockerignore

@@ -27,7 +27,6 @@ node_modules/
 **/node_modules/
 frontend/node_modules/
 frontend/editor/dist/
-frontend/dist-portal/
 frontend/editor/playwright-report/
 .npm/
 .yarn/

.github/aur/stirling-pdf-desktop/PKGBUILD

@@ -1,6 +1,6 @@
 # Maintainer: Stirling PDF Inc <contact@stirlingpdf.com>
 pkgname=stirling-pdf-desktop
-pkgver=2.13.2
+pkgver=2.14.1
 pkgrel=1
 pkgdesc="Locally hosted, web-based PDF manipulation tool (Tauri desktop app, official Stirling PDF Inc build)"
 arch=('x86_64')

.github/aur/stirling-pdf-server-bin/PKGBUILD

@@ -1,6 +1,6 @@
 # Maintainer: Stirling PDF Inc <contact@stirlingpdf.com>
 pkgname=stirling-pdf-server-bin
-pkgver=2.13.2
+pkgver=2.14.1
 pkgrel=1
 pkgdesc="Locally hosted, web-based PDF manipulation tool (server JAR, prebuilt)"
 arch=('any')

.github/config/.files.yaml

@@ -87,6 +87,21 @@ engine: &engine
   - Taskfile.yml
   - .taskfiles/engine.yml
 
+# Files that can make the committed generated API models (frontend tool API
+# types + engine tool models) go stale: the Java tool surfaces they derive from,
+# the generators, the generated files themselves (to catch a hand-edit), and the
+# tasks that drive generation. Deliberately excludes the broad frontend/docker/
+# testing globs, so a CSS-only PR does not boot the backend to rebuild the spec.
+generated-models: &generated-models
+  - *openapi
+  - frontend/editor/scripts/generate-tool-api-types.mts
+  - frontend/editor/src/core/types/toolApiTypes.ts
+  - engine/scripts/generate_tool_models.py
+  - engine/src/stirling/models/tool_models.py
+  - .taskfiles/frontend.yml
+  - .taskfiles/engine.yml
+  - .github/workflows/check-generated-models.yml
+
 licenses-frontend: &licenses-frontend
   - ".github/workflows/frontend-backend-licenses-update.yml"
   - "frontend/package.json"

.github/workflows/PR-Auto-Deploy-V2.yml

@@ -116,6 +116,9 @@ jobs:
     env:
       USE_DEPOT: ${{ needs.pick.outputs.is_fork != 'true' }}
       DEPOT_TOKEN: ${{ secrets.DEPOT_TOKEN }}
+      # Single source of truth for whether this preview embeds the admin portal:
+      # drives the image build-arg and the deployment comment.
+      BUILD_PORTAL: "true"
 
     steps:
       - name: Harden Runner
@@ -246,7 +249,9 @@ jobs:
           file: ./docker/embedded/Dockerfile
           push: true
           tags: ${{ secrets.DOCKER_HUB_USERNAME }}/test:v2-${{ steps.commit-hash.outputs.app_short }}
-          build-args: VERSION_TAG=v2-alpha
+          build-args: |
+            VERSION_TAG=v2-alpha
+            BUILD_PORTAL=${{ env.BUILD_PORTAL }}
           platforms: linux/amd64
 
       - name: Build and push V2 image (Docker fork fallback)
@@ -259,7 +264,9 @@ jobs:
           cache-from: type=gha,scope=stirling-pdf-latest
           cache-to: type=gha,mode=max,scope=stirling-pdf-latest
           tags: ${{ secrets.DOCKER_HUB_USERNAME }}/test:v2-${{ steps.commit-hash.outputs.app_short }}
-          build-args: VERSION_TAG=v2-alpha
+          build-args: |
+            VERSION_TAG=v2-alpha
+            BUILD_PORTAL=${{ env.BUILD_PORTAL }}
           platforms: linux/amd64
 
       - name: Set up SSH
@@ -290,6 +297,8 @@ jobs:
                 - /stirling/V2-PR-${{ needs.check-pr.outputs.pr_number }}/storage:/storage:rw
               environment:
                 DISABLE_ADDITIONAL_FEATURES: "false"
+                POLICIES_ENABLED: "true"
+                STIRLING_BILLING_ACCOUNT_LINK_ENABLED: "true"
                 SECURITY_ENABLELOGIN: "true"
                 SECURITY_INITIALLOGIN_USERNAME: "${{ secrets.TEST_LOGIN_USERNAME }}"
                 SECURITY_INITIALLOGIN_PASSWORD: "${{ secrets.TEST_LOGIN_PASSWORD }}"
@@ -333,9 +342,70 @@ jobs:
           # Set port for output
           echo "v2_port=${V2_PORT}" >> $GITHUB_OUTPUT
 
+      # ---- Storybook preview (only when this PR touches stories/.storybook) ----
+      # Runs inside the same approved-contributor-gated deploy job, so it deploys
+      # under the exact same access rules as the app preview.
+      - name: Detect Storybook changes
+        id: sb-changes
+        uses: dorny/paths-filter@fbd0ab8f3e69293af611ebaee6363fc25e6d187d # v4.0.1
+        with:
+          list-files: json
+          filters: |
+            storybook:
+              - 'frontend/**/*.stories.@(ts|tsx|mdx)'
+              - 'frontend/**/*.mdx'
+              - 'frontend/.storybook/**'
+
+      - name: Set up Node.js for Storybook
+        if: steps.sb-changes.outputs.storybook == 'true'
+        uses: actions/setup-node@48b55a011bda9f5d6aeb4c2d9c7362e8dae4041e # v6.4.0
+        with:
+          node-version: "22"
+          cache: "npm"
+          cache-dependency-path: frontend/package-lock.json
+
+      - name: Install Task for Storybook
+        if: steps.sb-changes.outputs.storybook == 'true'
+        uses: go-task/setup-task@01a4adf9db2d14c1de7a560f09170b6e0df736aa # v2.1.0
+
+      - name: Build and deploy Storybook
+        id: storybook
+        if: steps.sb-changes.outputs.storybook == 'true'
+        env:
+          VPS_HOST: ${{ secrets.NEW_VPS_HOST }}
+          VPS_USER: ${{ secrets.NEW_VPS_USERNAME }}
+        run: |
+          set -euo pipefail
+          # `prepare` generates the icon set stories import (not committed).
+          task frontend:prepare
+          task frontend:storybook:build
+          PR=${{ needs.check-pr.outputs.pr_number }}
+          # Served at the ROOT of its own port so Storybook's global MSW worker
+          # (/mockServiceWorker.js) resolves. Port = PR + 20000 (bijective, offset
+          # from the app preview's bare-PR-number port).
+          SB_PORT=$((PR + 20000))
+          DIR=/stirling/SB-PR-$PR
+          tar czf storybook.tgz -C frontend/storybook-static .
+          scp -i ../private.key -o StrictHostKeyChecking=no -o UserKnownHostsFile=/dev/null \
+            storybook.tgz "$VPS_USER@$VPS_HOST:/tmp/storybook-$PR.tgz"
+          ssh -i ../private.key -o StrictHostKeyChecking=no -o UserKnownHostsFile=/dev/null -T \
+            "$VPS_USER@$VPS_HOST" << ENDSSH
+            set -e
+            rm -rf "$DIR" && mkdir -p "$DIR"
+            tar xzf /tmp/storybook-$PR.tgz -C "$DIR"
+            rm -f /tmp/storybook-$PR.tgz
+            docker rm -f storybook-pr-$PR 2>/dev/null || true
+            docker run -d --name storybook-pr-$PR --restart unless-stopped \
+              -p $SB_PORT:80 -v "$DIR":/usr/share/nginx/html:ro nginx:alpine
+          ENDSSH
+          echo "url=http://$VPS_HOST:$SB_PORT/" >> "$GITHUB_OUTPUT"
+
       - name: Post V2 deployment URL to PR
         if: success()
         uses: actions/github-script@3a2844b7e9c422d3c10d287c895573f7108da1b3 # v9.0.0
+        env:
+          SB_URL: ${{ steps.storybook.outputs.url }}
+          SB_FILES: ${{ steps.sb-changes.outputs.storybook_files }}
         with:
           github-token: ${{ steps.setup-bot.outputs.token }}
           script: |
@@ -359,12 +429,40 @@ jobs:
             }
 
             const deploymentUrl = `http://${{ secrets.NEW_VPS_HOST }}:${v2Port}`;
-            const httpsUrl = `https://${v2Port}.ssl.stirlingpdf.cloud`;
+
+            // Only mention the portal when this image actually embeds it.
+            // Use the direct IP URL - the SSL hostname isn't supported yet.
+            const withPortal = "${{ env.BUILD_PORTAL }}" === "true";
+            const portalNote = withPortal
+              ? `🧩 **Admin portal** included - try it at [${deploymentUrl}/portal](${deploymentUrl}/portal).\n\n`
+              : ``;
+
+            // Storybook preview: only present when this PR changed stories/config.
+            const sbUrl = process.env.SB_URL;
+            let storybookNote = "";
+            if (sbUrl) {
+              const files = JSON.parse(process.env.SB_FILES || "[]");
+              const stories = files.filter((f) => /\.stories\.(ts|tsx|mdx)$/.test(f));
+              const config = files.filter((f) => f.startsWith("frontend/.storybook/"));
+              const shorten = (f) =>
+                f.replace(/^frontend\/editor\/src\//, "").replace(/^frontend\//, "");
+              const storyList = stories.map((f) => `- \`${shorten(f)}\``).join("\n");
+              const configList = config.map((f) => `- \`${shorten(f)}\``).join("\n");
+              const summary =
+                `${stories.length} stor${stories.length === 1 ? "y" : "ies"} changed` +
+                (config.length ? ` (+${config.length} config file${config.length === 1 ? "" : "s"})` : "");
+              storybookNote =
+                `📚 **Storybook:** [${sbUrl}](${sbUrl})\n\n` +
+                `<details>\n<summary>${summary}</summary>\n\n` +
+                (storyList ? `**Stories**\n${storyList}\n\n` : "") +
+                (configList ? `**Config**\n${configList}\n` : "") +
+                `</details>\n\n`;
+            }
 
             const commentBody = `## 🚀 V2 Auto-Deployment Complete!\n\n` +
-                              `Your V2 PR with embedded architecture has been deployed!\n\n` +
                               `🔗 **Direct Test URL (non-SSL)** [${deploymentUrl}](${deploymentUrl})\n\n` +
-                              `🔐 **Secure HTTPS URL**: [${httpsUrl}](${httpsUrl})\n\n` +
+                              portalNote +
+                              storybookNote +
                               `_This deployment will be automatically cleaned up when the PR is closed._\n\n` +
                               `🔄 **Auto-deployed** for approved V2 contributors.`;
 
@@ -460,7 +558,11 @@ jobs:
             else
               echo "V2 PR directory not found, nothing to clean up"
             fi
-            
+
+            # Remove this PR's Storybook preview (container + files), if any.
+            docker rm -f storybook-pr-${{ github.event.pull_request.number }} 2>/dev/null || true
+            rm -rf /stirling/SB-PR-${{ github.event.pull_request.number }}
+
             # Clean up old unused images (older than 2 weeks) but keep recent ones for reuse
             docker image prune -af --filter "until=336h" --filter "label!=keep=true" || true
 

.github/workflows/ai-engine.yml

@@ -1,9 +1,9 @@
 name: AI Engine CI
 
-# Validates the Python AI engine: regenerates tool models and runs the
-# engine quality gate (lint, type-check, format-check, tests). Called from
-# build.yml on PRs and merge_group; also runs directly on push to main as
-# a post-merge safety net.
+# Runs the engine quality gate (lint, type-check, format-check, tests). Called
+# from build.yml on PRs and merge_group; also runs directly on push to main as
+# a post-merge safety net. Freshness of the generated tool_models.py is checked
+# by the shared check-generated-models workflow.
 on:
   workflow_call:
   push:
@@ -34,104 +34,9 @@ jobs:
         with:
           enable-cache: true
 
-      - name: Set up JDK 25
-        uses: actions/setup-java@be666c2fcd27ec809703dec50e508c2fdc7f6654 # v5.2.0
-        with:
-          java-version: "25"
-          distribution: "temurin"
-
-      - name: Setup Gradle
-        uses: gradle/actions/setup-gradle@50e97c2cd7a37755bbfafc9c5b7cafaece252f6e # v6.1.0
-        with:
-          gradle-version: 9.6.0
-
       - name: Install Task
         uses: go-task/setup-task@01a4adf9db2d14c1de7a560f09170b6e0df736aa # v2.1.0
 
-      - name: Regenerate tool models
-        run: task engine:tool-models
-
-      - name: Verify tool models are up to date
-        id: tool-models-check
-        continue-on-error: true
-        run: git diff --exit-code engine/src/stirling/models/tool_models.py
-
-      - name: Comment on tool models check failure
-        # Only post a comment on PRs. github-script's PR helpers need an
-        # issue/PR number, which doesn't exist on merge_group runs.
-        if: steps.tool-models-check.outcome == 'failure' && github.event_name == 'pull_request'
-        continue-on-error: true
-        uses: actions/github-script@3a2844b7e9c422d3c10d287c895573f7108da1b3 # v9.0.0
-        with:
-          script: |
-            const marker = '<!-- tool-models-check -->';
-            const body = [
-              marker,
-              '### Tool Models Check Failed',
-              '',
-              'The generated `engine/src/stirling/models/tool_models.py` is out of date with the Java OpenAPI spec and will need to be regenerated before it can be merged in.',
-              '',
-              'Run `task engine:tool-models` to regenerate, then commit the updated file.',
-            ].join('\n');
-            const { data: comments } = await github.rest.issues.listComments({
-              owner: context.repo.owner,
-              repo: context.repo.repo,
-              issue_number: context.issue.number,
-            });
-            const existing = comments.find(c => c.body.includes(marker));
-            if (existing) {
-              await github.rest.issues.updateComment({
-                owner: context.repo.owner,
-                repo: context.repo.repo,
-                comment_id: existing.id,
-                body,
-              });
-            } else {
-              await github.rest.issues.createComment({
-                owner: context.repo.owner,
-                repo: context.repo.repo,
-                issue_number: context.issue.number,
-                body,
-              });
-            }
-
-      - name: Fail if tool models check failed
-        if: steps.tool-models-check.outcome == 'failure'
-        run: |
-          echo "============================================"
-          echo "  Tool Models Check Failed"
-          echo "============================================"
-          echo ""
-          echo "The generated engine/src/stirling/models/tool_models.py"
-          echo "is out of date with the Java OpenAPI spec and will"
-          echo "need to be regenerated before it can be merged in."
-          echo ""
-          echo "Run 'task engine:tool-models' to regenerate, then"
-          echo "commit the updated file."
-          echo "============================================"
-          exit 1
-
-      - name: Remove tool models check comment on success
-        if: steps.tool-models-check.outcome == 'success' && github.event_name == 'pull_request'
-        continue-on-error: true
-        uses: actions/github-script@3a2844b7e9c422d3c10d287c895573f7108da1b3 # v9.0.0
-        with:
-          script: |
-            const marker = '<!-- tool-models-check -->';
-            const { data: comments } = await github.rest.issues.listComments({
-              owner: context.repo.owner,
-              repo: context.repo.repo,
-              issue_number: context.issue.number,
-            });
-            const existing = comments.find(c => c.body.includes(marker));
-            if (existing) {
-              await github.rest.issues.deleteComment({
-                owner: context.repo.owner,
-                repo: context.repo.repo,
-                comment_id: existing.id,
-              });
-            }
-
       - name: Quality-check engine
         id: engine-check
         run: task engine:check

.github/workflows/build-enterprise.yml

@@ -2,7 +2,7 @@ name: Enterprise E2E (Playwright)
 
 # Enterprise Playwright suite — exercises premium-key gated features (audit,
 # teams, analytics) plus full OAuth + SAML logins via the Keycloak compose
-# stacks under testing/compose. Slow and secret-gated, so it runs in three
+# stacks under testing/compose. Slow and secret-gated, so it runs in four
 # situations:
 #
 #   - PRs that touch proprietary / premium / SSO compose / enterprise tests
@@ -12,8 +12,6 @@ name: Enterprise E2E (Playwright)
 #   - on a nightly cron schedule (catches Keycloak image drift, license
 #     expiry, upstream proprietary changes),
 #   - manual workflow_dispatch.
-#
-# Auto-skipped when secrets.PREMIUM_KEY_ENTERPRISE is missing (forks, dependabot).
 
 on:
   workflow_call:
@@ -52,6 +50,10 @@ jobs:
 
   playwright-e2e-enterprise:
     needs: pick
+    # Skip on fork PRs / untrusted authors: they have no PREMIUM_KEY_ENTERPRISE
+    # (nor DEPOT_TOKEN), so the suite can't boot premium and would fail. See the
+    # header comment. GitHub reports the skipped reusable workflow as success.
+    if: needs.pick.outputs.is_fork != 'true'
     runs-on: ${{ needs.pick.outputs.is_fork == 'true' && 'ubuntu-latest' || format('depot-ubuntu-24.04-{0}', inputs.depot_cores || '8') }}
     timeout-minutes: 45
     env:
@@ -165,6 +167,8 @@ jobs:
           wait_for_backend
       - name: Run enterprise OAuth Playwright tests
         id: oauth-tests
+        env:
+          PLAYWRIGHT_JSON_OUTPUT_FILE: ${{ github.workspace }}/frontend/playwright-report/results-oauth.json
         run: task e2e:enterprise -- --grep "OAuth"
       - name: Stop backend + tear down OAuth Keycloak
         if: always()
@@ -238,6 +242,8 @@ jobs:
           wait_for_backend
       - name: Run enterprise SAML Playwright tests
         id: saml-tests
+        env:
+          PLAYWRIGHT_JSON_OUTPUT_FILE: ${{ github.workspace }}/frontend/playwright-report/results-saml.json
         run: task e2e:enterprise -- --grep "SAML"
       - name: Stop backend + tear down SAML Keycloak
         if: always()
@@ -268,6 +274,8 @@ jobs:
           wait_for_backend
       - name: Run enterprise feature Playwright tests
         id: feature-tests
+        env:
+          PLAYWRIGHT_JSON_OUTPUT_FILE: ${{ github.workspace }}/frontend/playwright-report/results-feature.json
         run: task e2e:enterprise -- --grep "Enterprise license"
       - name: Print backend log on failure
         if: failure()
@@ -280,10 +288,23 @@ jobs:
         run: |
           source /tmp/helpers.sh
           stop_backend
+      - name: Flag flaky tests
+        # Runs regardless of the test outcomes: a flaky test (passed on retry)
+        # leaves its step green, so this is the only place it surfaces. Merges
+        # all three phase reports (some may be absent if an earlier phase hard-
+        # failed and skipped the rest). Emits ::warning:: annotations + a job
+        # summary; never fails the job.
+        if: always()
+        working-directory: frontend
+        run: >
+          npx tsx editor/scripts/report-flaky-tests.mts
+          "${{ github.workspace }}/frontend/playwright-report/results-oauth.json"
+          "${{ github.workspace }}/frontend/playwright-report/results-saml.json"
+          "${{ github.workspace }}/frontend/playwright-report/results-feature.json"
       - name: Upload Playwright report
         if: always()
         uses: actions/upload-artifact@043fb46d1a93c77aae656e7c1c64a875d1fc6a0a # v7.0.1
         with:
           name: playwright-report-enterprise-${{ github.run_id }}
-          path: frontend/editor/playwright-report/
+          path: frontend/playwright-report/
           retention-days: 7

.github/workflows/build.yml

@@ -43,6 +43,7 @@ jobs:
       docker-base: ${{ steps.changes.outputs.docker-base }}
       tauri: ${{ steps.changes.outputs.tauri }}
       engine: ${{ steps.changes.outputs.engine }}
+      generated-models: ${{ steps.changes.outputs.generated-models }}
       proprietary: ${{ steps.changes.outputs.proprietary }}
     steps:
       - name: Harden the runner (Audit all outbound calls)
@@ -171,6 +172,20 @@ jobs:
     uses: ./.github/workflows/ai-engine.yml
     secrets: inherit
 
+  # The generated frontend types and engine tool models are both derived from
+  # the Java OpenAPI spec. This job regenerates and diffs them; it boots the
+  # backend, so it is gated on the narrow generated-models filter (spec source,
+  # generators, generated files, generation tasks) rather than the broad
+  # frontend filter, so a CSS-only PR does not pay for a backend build.
+  generated-models:
+    if: needs.files-changed.outputs.generated-models == 'true'
+    needs: [files-changed]
+    permissions:
+      contents: read
+      pull-requests: write
+    uses: ./.github/workflows/check-generated-models.yml
+    secrets: inherit
+
   pre-commit:
     needs: [files-changed]
     permissions:
@@ -202,6 +217,9 @@ jobs:
       contents: read
     uses: ./.github/workflows/coverage-aggregate.yml
     secrets: inherit
+    with:
+      frontend-validation-result: ${{ needs.frontend-validation.result }}
+      playwright-e2e-live-result: ${{ needs.playwright-e2e-live.result }}
 
   # Single status check that branch protection should mark as required.
   # Succeeds when every upstream job is either `success` or `skipped` (path-
@@ -225,6 +243,7 @@ jobs:
       - test-build-docker-images
       - tauri-build
       - ai-engine
+      - generated-models
       - pre-commit
       - dependency-review
     runs-on: ubuntu-latest
@@ -250,6 +269,7 @@ jobs:
             test-build-docker-images=${{ needs.test-build-docker-images.result }}
             tauri-build=${{ needs.tauri-build.result }}
             ai-engine=${{ needs.ai-engine.result }}
+            generated-models=${{ needs.generated-models.result }}
             pre-commit=${{ needs.pre-commit.result }}
             dependency-review=${{ needs.dependency-review.result }}
         run: |

.github/workflows/check-generated-models.yml

@@ -0,0 +1,148 @@
+name: Check generated models
+
+# Verifies the committed generated API models are still in sync with the Java
+# OpenAPI spec: the frontend tool API types
+# (frontend/editor/src/core/types/toolApiTypes.ts) and the engine tool
+# models (engine/src/stirling/models/tool_models.py). Regenerates both with the
+# single top-level `task tool-models` and fails if either committed file is
+# out of date. Called from build.yml when the backend Java, frontend, or engine
+# changes; also runs on push to main as a post-merge safety net.
+on:
+  workflow_call:
+  push:
+    branches: [main]
+
+permissions:
+  contents: read
+
+jobs:
+  generated-models:
+    runs-on: ubuntu-latest
+    permissions:
+      contents: read
+      pull-requests: write
+    env:
+      DEPOT_TOKEN: ${{ secrets.DEPOT_TOKEN }}
+    steps:
+      - name: Harden the runner (Audit all outbound calls)
+        uses: step-security/harden-runner@ab7a9404c0f3da075243ca237b5fac12c98deaa5 # v2.19.3
+        with:
+          egress-policy: audit
+
+      - name: Checkout code
+        uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # v6.0.2
+
+      - name: Install uv
+        uses: astral-sh/setup-uv@fac544c07dec837d0ccb6301d7b5580bf5edae39 # v8.2.0
+        with:
+          enable-cache: true
+
+      - name: Set up JDK 25
+        uses: actions/setup-java@be666c2fcd27ec809703dec50e508c2fdc7f6654 # v5.2.0
+        with:
+          java-version: "25"
+          distribution: "temurin"
+
+      - name: Setup Gradle
+        uses: gradle/actions/setup-gradle@50e97c2cd7a37755bbfafc9c5b7cafaece252f6e # v6.1.0
+        with:
+          gradle-version: 9.6.0
+
+      - name: Set up Node
+        uses: actions/setup-node@48b55a011bda9f5d6aeb4c2d9c7362e8dae4041e # v6.4.0
+        with:
+          node-version: "22"
+          cache: "npm"
+          cache-dependency-path: frontend/package-lock.json
+
+      - name: Install Task
+        uses: go-task/setup-task@01a4adf9db2d14c1de7a560f09170b6e0df736aa # v2.1.0
+
+      # Rebuilds the OpenAPI spec from the current Java and regenerates both the
+      # frontend types and the engine tool models from it.
+      - name: Regenerate generated models
+        run: task tool-models
+
+      - name: Verify generated models are up to date
+        id: models-check
+        continue-on-error: true
+        run: |
+          git diff --exit-code \
+            frontend/editor/src/core/types/toolApiTypes.ts \
+            engine/src/stirling/models/tool_models.py
+
+      - name: Comment on generated models check failure
+        # Only post a comment on PRs. github-script's PR helpers need an
+        # issue/PR number, which doesn't exist on merge_group runs.
+        if: steps.models-check.outcome == 'failure' && github.event_name == 'pull_request'
+        continue-on-error: true
+        uses: actions/github-script@3a2844b7e9c422d3c10d287c895573f7108da1b3 # v9.0.0
+        with:
+          script: |
+            const marker = '<!-- generated-models-check -->';
+            const body = [
+              marker,
+              '### Generated Models Check Failed',
+              '',
+              'The generated `frontend/editor/src/core/types/toolApiTypes.ts` and/or `engine/src/stirling/models/tool_models.py` are out of date with the Java OpenAPI spec and will need to be regenerated before they can be merged in.',
+              '',
+              'Run `task tool-models` to regenerate both, then commit the updated files.',
+            ].join('\n');
+            const { data: comments } = await github.rest.issues.listComments({
+              owner: context.repo.owner,
+              repo: context.repo.repo,
+              issue_number: context.issue.number,
+            });
+            const existing = comments.find(c => c.body.includes(marker));
+            if (existing) {
+              await github.rest.issues.updateComment({
+                owner: context.repo.owner,
+                repo: context.repo.repo,
+                comment_id: existing.id,
+                body,
+              });
+            } else {
+              await github.rest.issues.createComment({
+                owner: context.repo.owner,
+                repo: context.repo.repo,
+                issue_number: context.issue.number,
+                body,
+              });
+            }
+
+      - name: Fail if generated models check failed
+        if: steps.models-check.outcome == 'failure'
+        run: |
+          echo "============================================"
+          echo "  Generated Models Check Failed"
+          echo "============================================"
+          echo ""
+          echo "The generated frontend API types and/or engine tool"
+          echo "models are out of date with the Java OpenAPI spec and"
+          echo "will need to be regenerated before they can be merged in."
+          echo ""
+          echo "Run 'task tool-models' to regenerate both, then"
+          echo "commit the updated files."
+          echo "============================================"
+          exit 1
+
+      - name: Remove generated models check comment on success
+        if: steps.models-check.outcome == 'success' && github.event_name == 'pull_request'
+        continue-on-error: true
+        uses: actions/github-script@3a2844b7e9c422d3c10d287c895573f7108da1b3 # v9.0.0
+        with:
+          script: |
+            const marker = '<!-- generated-models-check -->';
+            const { data: comments } = await github.rest.issues.listComments({
+              owner: context.repo.owner,
+              repo: context.repo.repo,
+              issue_number: context.issue.number,
+            });
+            const existing = comments.find(c => c.body.includes(marker));
+            if (existing) {
+              await github.rest.issues.deleteComment({
+                owner: context.repo.owner,
+                repo: context.repo.repo,
+                comment_id: existing.id,
+              });
+            }

.github/workflows/coverage-aggregate.yml

@@ -13,6 +13,17 @@ name: Aggregate backend coverage
 #     producers themselves
 on:
   workflow_call:
+    inputs:
+      frontend-validation-result:
+        description: Result of the frontend-validation producer job
+        required: false
+        type: string
+        default: skipped
+      playwright-e2e-live-result:
+        description: Result of the playwright-e2e-live producer job
+        required: false
+        type: string
+        default: skipped
 
 permissions:
   contents: read
@@ -196,9 +207,9 @@ jobs:
       # --------------------------------------------------------------
       - name: Download vitest coverage artifact
         # frontend-validation uploads as `frontend-coverage`. Tolerate
-        # absence so a backend-only PR still produces the matrix with
-        # just backend rows populated.
-        if: always()
+        # absence on backend-only runs by skipping the download entirely
+        # when the producer job was not part of this workflow run.
+        if: inputs.frontend-validation-result == 'success'
         uses: actions/download-artifact@d3f86a106a0bac45b974a628896c90dbdf5c8093 # v6.0.0
         with:
           name: frontend-coverage
@@ -206,12 +217,12 @@ jobs:
         continue-on-error: true
 
       - name: Download Playwright frontend coverage artifact
-        # e2e-live uploads as `playwright-frontend-coverage-<run_id>`.
-        # Same tolerance as vitest - matrix script handles missing inputs.
-        if: always()
+        # e2e-live uploads the artifact with a stable name. Skip the
+        # download entirely when the producer job did not run.
+        if: inputs.playwright-e2e-live-result == 'success'
         uses: actions/download-artifact@d3f86a106a0bac45b974a628896c90dbdf5c8093 # v6.0.0
         with:
-          name: playwright-frontend-coverage-${{ github.run_id }}
+          name: playwright-frontend-coverage
           path: matrix-inputs/playwright/
         continue-on-error: true
 

.github/workflows/docker-compose-tests.yml

@@ -64,11 +64,19 @@ jobs:
           gradle-version: 9.6.0
           cache-disabled: true
 
+      # When the PR changes the base image, test.sh builds it locally
+      # (stirling-pdf-base:local) into the daemon image store. A buildx
+      # container builder can't see that store, so skip it here and let
+      # `docker buildx build` fall back to the default docker driver, which
+      # resolves the local base. The gha cache backend is also skipped (its
+      # runtime token isn't exposed) since the docker driver can't use it.
       - name: Set up Docker Buildx
+        if: inputs.docker-base-changed != 'true'
         uses: docker/setup-buildx-action@4d04d5d9486b7bd6fa91e7baf45bbb4f8b9deedd # v4.0.0
 
       # Expose ACTIONS_RUNTIME_TOKEN / ACTIONS_RESULTS_URL for docker buildx type=gha cache backend.
       - name: Expose GitHub runtime for Buildx cache
+        if: inputs.docker-base-changed != 'true'
         uses: crazy-max/ghaction-github-runtime@04d248b84655b509d8c44dc1d6f990c879747487 # v4.0.0
 
       - name: Install Docker Compose

.github/workflows/e2e-live.yml

@@ -62,7 +62,17 @@ jobs:
           # .test-state/playwright/coverage-pw/ for the post-process step
           # to aggregate. Chromium-only - other engines silently skip.
           PW_COVERAGE: "1"
+          PLAYWRIGHT_JSON_OUTPUT_FILE: ${{ github.workspace }}/frontend/playwright-report/results.json
         run: task e2e:live
+      - name: Flag flaky tests
+        # Runs regardless of the test outcome: a flaky test (passed on retry)
+        # leaves the step green, so this is the only place it surfaces. Emits
+        # ::warning:: annotations + a job summary; never fails the job.
+        if: always()
+        working-directory: frontend
+        run: npx tsx editor/scripts/report-flaky-tests.mts "$PLAYWRIGHT_JSON_OUTPUT_FILE"
+        env:
+          PLAYWRIGHT_JSON_OUTPUT_FILE: ${{ github.workspace }}/frontend/playwright-report/results.json
       - name: Generate JaCoCo report from e2e:live .exec
         if: always()
         id: live-coverage
@@ -169,7 +179,7 @@ jobs:
         if: always() && steps.pw-frontend-coverage.outputs.summary == 'true'
         uses: actions/upload-artifact@043fb46d1a93c77aae656e7c1c64a875d1fc6a0a # v7.0.1
         with:
-          name: playwright-frontend-coverage-${{ github.run_id }}
+          name: playwright-frontend-coverage
           path: |
             .test-state/playwright/coverage-pw-summary/
             .test-state/playwright/coverage-pw/

.github/workflows/e2e-stubbed.yml

@@ -44,11 +44,22 @@ jobs:
           VITE_BUILD_FOR_PREVIEW: "1"
         run: task frontend:build
       - name: Run stubbed E2E tests (chromium)
+        env:
+          PLAYWRIGHT_JSON_OUTPUT_FILE: ${{ github.workspace }}/frontend/playwright-report/results.json
         run: task e2e:stubbed -- --workers=3
+      - name: Flag flaky tests
+        # Runs regardless of the test outcome: a flaky test (passed on retry)
+        # leaves the step green, so this is the only place it surfaces. Emits
+        # ::warning:: annotations + a job summary; never fails the job.
+        if: always()
+        working-directory: frontend
+        run: npx tsx editor/scripts/report-flaky-tests.mts "$PLAYWRIGHT_JSON_OUTPUT_FILE"
+        env:
+          PLAYWRIGHT_JSON_OUTPUT_FILE: ${{ github.workspace }}/frontend/playwright-report/results.json
       - name: Upload Playwright report
         if: always()
         uses: actions/upload-artifact@043fb46d1a93c77aae656e7c1c64a875d1fc6a0a # v7.0.1
         with:
           name: playwright-report-stubbed-${{ github.run_id }}
-          path: frontend/editor/playwright-report/
+          path: frontend/playwright-report/
           retention-days: 7

.github/workflows/frontend-backend-licenses-update.yml

@@ -98,6 +98,13 @@ jobs:
 
       - name: Install Task
         uses: go-task/setup-task@01a4adf9db2d14c1de7a560f09170b6e0df736aa # v2.1.0
+
+      - name: Generate frontend license report (Push only)
+        if: github.event_name == 'push'
+        env:
+          PR_IS_FORK: "false"
+        run: task frontend:licenses:generate
+
       - name: Generate frontend license report (internal PR)
         if: github.event_name == 'pull_request' && github.event.pull_request.head.repo.fork == false
         env:
@@ -353,6 +360,7 @@ jobs:
 
       - name: Install Task
         uses: go-task/setup-task@01a4adf9db2d14c1de7a560f09170b6e0df736aa # v2.1.0
+
       - name: Check licenses and generate report
         id: license-check
         run: task backend:licenses:generate || echo "LICENSE_CHECK_FAILED=true" >> $GITHUB_ENV

.github/workflows/nightly.yml

@@ -53,8 +53,8 @@ jobs:
         if: always()
         uses: actions/upload-artifact@043fb46d1a93c77aae656e7c1c64a875d1fc6a0a # v7.0.1
         with:
-          name: playwright-nightly-${{ github.run_id }}
-          path: frontend/editor/playwright-report/
+          name: playwright-report-nightly-${{ github.run_id }}
+          path: frontend/playwright-report/
           retention-days: 14
 
   # Builds all desktop platforms on a schedule so the Rust dependency cache is

.github/workflows/tauri-build.yml

@@ -356,25 +356,24 @@ jobs:
             exit 1
           fi
 
-      - name: Build Tauri app
+      - name: Build Tauri app (signed)
+        if: inputs.sign
         uses: tauri-apps/tauri-action@84b9d35b5fc46c1e45415bdb6144030364f7ebc5 # v0.6.2
         env:
           GITHUB_TOKEN: ${{ secrets.GITHUB_TOKEN }}
-          # Apple signing/notarization env is blanked when sign is false so the
-          # cache warmer compiles an unsigned bundle and skips notarization.
-          APPLE_CERTIFICATE: ${{ inputs.sign && secrets.APPLE_CERTIFICATE || '' }}
-          APPLE_CERTIFICATE_PASSWORD: ${{ inputs.sign && secrets.APPLE_CERTIFICATE_PASSWORD || '' }}
-          APPLE_SIGNING_IDENTITY: ${{ inputs.sign && env.APPLE_SIGNING_IDENTITY || '' }}
-          APPLE_ID: ${{ inputs.sign && secrets.APPLE_ID || '' }}
-          APPLE_PASSWORD: ${{ inputs.sign && secrets.APPLE_ID_PASSWORD || '' }}
-          APPLE_TEAM_ID: ${{ inputs.sign && secrets.APPLE_TEAM_ID || '' }}
+          APPLE_CERTIFICATE: ${{ secrets.APPLE_CERTIFICATE }}
+          APPLE_CERTIFICATE_PASSWORD: ${{ secrets.APPLE_CERTIFICATE_PASSWORD }}
+          APPLE_SIGNING_IDENTITY: ${{ env.APPLE_SIGNING_IDENTITY }}
+          APPLE_ID: ${{ secrets.APPLE_ID }}
+          APPLE_PASSWORD: ${{ secrets.APPLE_ID_PASSWORD }}
+          APPLE_TEAM_ID: ${{ secrets.APPLE_TEAM_ID }}
           # AppImage signing — three env vars work together:
           #   SIGN=1                        tells linuxdeploy-plugin-appimage to forward --sign to appimagetool
           #   APPIMAGETOOL_SIGN_PASSPHRASE  appimagetool uses this to unlock the GPG key non-interactively
           #   SIGN_KEY                      appimagetool picks the key matching this fingerprint
           # Without SIGN=1, the other two are ignored and the AppImage is built unsigned even if a key is present.
-          # Mirror the Windows/macOS gate: only sign when enabled AND secret is present AND ref is main (skips PRs from forks/Dependabot and the cache warmer).
-          SIGN: ${{ (inputs.sign && env.RELEASE_GPG_PRIVATE_KEY != '' && github.ref == 'refs/heads/main') && '1' || '0' }}
+          # Mirror the Windows/macOS gate: only sign when secret is present AND ref is main (skips PRs from forks/Dependabot).
+          SIGN: ${{ (env.RELEASE_GPG_PRIVATE_KEY != '' && github.ref == 'refs/heads/main') && '1' || '0' }}
           APPIMAGETOOL_SIGN_PASSPHRASE: ${{ secrets.RELEASE_GPG_PASSPHRASE }}
           SIGN_KEY: ${{ vars.RELEASE_GPG_FINGERPRINT }}
           TAURI_SIGNING_PRIVATE_KEY: ${{ secrets.TAURI_SIGNING_PRIVATE_KEY }}
@@ -392,6 +391,26 @@ jobs:
           # failure (#6127 onwards) does not tank deb/rpm uploads.
           args: ${{ matrix.platform == 'ubuntu-22.04' && '--bundles deb,rpm' || matrix.args }}
 
+      - name: Build Tauri app (unsigned)
+        if: ${{ !inputs.sign }}
+        uses: tauri-apps/tauri-action@84b9d35b5fc46c1e45415bdb6144030364f7ebc5 # v0.6.2
+        env:
+          GITHUB_TOKEN: ${{ secrets.GITHUB_TOKEN }}
+          SIGN: "0"
+          TAURI_SIGNING_PRIVATE_KEY: ${{ secrets.TAURI_SIGNING_PRIVATE_KEY }}
+          TAURI_SIGNING_PRIVATE_KEY_PASSWORD: ${{ secrets.TAURI_SIGNING_PRIVATE_KEY_PASSWORD }}
+          VITE_SUPABASE_PUBLISHABLE_DEFAULT_KEY: ${{ secrets.VITE_SUPABASE_PUBLISHABLE_DEFAULT_KEY || 'sb_publishable_UHz2SVRF5mvdrPHWkRteyA_yNlZTkYb' }}
+          VITE_SAAS_SERVER_URL: ${{ secrets.VITE_SAAS_SERVER_URL || 'https://app.stirlingpdf.com' }}
+          VITE_SAAS_BACKEND_API_URL: ${{ secrets.VITE_SAAS_BACKEND_API_URL || 'https://api.stirlingpdf.com' }}
+          CI: true
+        with:
+          projectPath: ./frontend/editor
+          tauriScript: npx tauri
+          # Linux: build deb+rpm only here. AppImage runs in its own
+          # continue-on-error step below so its persistent linuxdeploy
+          # failure (#6127 onwards) does not tank deb/rpm uploads.
+          args: ${{ matrix.platform == 'ubuntu-22.04' && '--bundles deb,rpm' || matrix.args }}
+
       # AppImage is decoupled so its linuxdeploy run gets a fresh process
       # (rpm scratch state torn down) and its failure can't tank deb/rpm.
       - name: Build Tauri app (Linux AppImage)

.github/workflows/test-build-docker.yml

@@ -155,6 +155,19 @@ jobs:
             echo "platforms=linux/amd64,linux/arm64/v8" >> "$GITHUB_OUTPUT"
           fi
 
+      # Base-changed PRs build the embedded image with the local docker driver
+      # so the locally-built stirling-pdf-base:pr-test (in the daemon image
+      # store) resolves. A buildx container builder cannot see it and would try
+      # to pull it from a registry, which fails. Single-platform, no gha cache.
+      - name: Build ${{ matrix.docker-rev }} against local base (PR base change)
+        if: github.event_name == 'pull_request' && inputs.docker-base-changed == 'true'
+        run: |
+          DOCKER_BUILDKIT=1 docker build \
+            --build-arg BASE_IMAGE=${{ steps.build-params.outputs.base_image }} \
+            --file ./${{ matrix.docker-rev }} \
+            --tag stirling-pdf-embedded:pr-test \
+            .
+
       - name: Build ${{ matrix.docker-rev }} (Depot)
         if: env.USE_DEPOT == 'true'
         uses: depot/build-push-action@98e78adca7817480b8185f474a400b451d74e287 # v1.16.0
@@ -169,8 +182,10 @@ jobs:
           provenance: true
           sbom: true
 
+      # Fork PRs that did NOT change the base use the buildx container builder
+      # (multi-platform + gha cache) against the published base image.
       - name: Build ${{ matrix.docker-rev }} (Docker fork fallback)
-        if: env.USE_DEPOT != 'true'
+        if: env.USE_DEPOT != 'true' && inputs.docker-base-changed != 'true'
         uses: docker/build-push-action@bcafcacb16a39f128d818304e6c9c0c18556b85f # v7.1.0
         with:
           builder: ${{ steps.buildx.outputs.name }}

.gitleaksignore

@@ -15,7 +15,15 @@ testing/compose/validate-mcp-test.sh:curl-auth-header:92
 testing/compose/validate-mcp-test.sh:curl-auth-header:116
 
 # Storybook example showing curl with a fake Bearer token placeholder (sk_live_a3f8...).
-frontend/shared/components/CodeBlock.stories.tsx:curl-auth-header:4
+frontend/editor/src/proprietary/ui/CodeBlock.stories.tsx:curl-auth-header:5
 
 # Truncated placeholder API key in portal docs example (sk_live_8f2c...e10) - not a real secret.
-frontend/portal/src/components/docs/GettingStartedSection.tsx:generic-api-key:31
+frontend/editor/src/portal/components/docs/GettingStartedSection.tsx:generic-api-key:30
+
+# False positive: generic-api-key matches the Java type name "X509Certificate"
+# in a method signature (CreateSignatureBase.resolveSignatureAlgorithm) - not a secret.
+app/core/src/main/java/org/apache/pdfbox/examples/signature/CreateSignatureBase.java:generic-api-key:224
+
+# Supabase publishable key (public by design, RLS-protected) used as a CI fallback
+# default in the tauri-build workflow when the GitHub secret is unset - not a real secret.
+.github/workflows/tauri-build.yml:generic-api-key:402

.taskfiles/backend.yml

@@ -30,6 +30,10 @@ tasks:
 
   dev:proprietary:
     desc: "Start backend dev server in proprietary mode"
+    # `dotenv:` reads from the root Taskfile's directory (".") because this
+    # subtaskfile is included with `dir: .`. Local overrides in
+    # .env.proprietary.local win over the committed .env.proprietary defaults.
+    dotenv: ['app/.env.proprietary.local', 'app/.env.proprietary']
     ignore_error: true
     vars:
       PORT: '{{.PORT | default "8080"}}'

.taskfiles/desktop.yml

@@ -149,16 +149,32 @@ tasks:
       # Pin jlink to JAVA_HOME so the bundled JRE matches the JDK the build
       # uses. Bare `jlink` on PATH can resolve to an older system Java (the
       # ubuntu runner ships Java 11), producing a runtime jlink:verify rejects.
-      - |
-        JLINK="${JAVA_HOME:+$JAVA_HOME/bin/}jlink"
-        JLINK_COMPRESS="$("$JLINK" --help 2>&1 | grep -q 'zip-\[0-9\]' && echo zip-6 || echo 2)"
-        "$JLINK" \
-          --add-modules {{.JLINK_MODULES}} \
-          --strip-debug \
-          --compress="$JLINK_COMPRESS" \
-          --no-header-files \
-          --no-man-pages \
-          --output runtime/jre
+      #
+      # jdk.crypto.mscapi (the Windows certificate store / SunMSCAPI provider, used by
+      # hardware-backed cert signing) is a Windows-only module - it only exists in a Windows
+      # JDK's jmods, so it is added on Windows only or jlink fails to resolve it elsewhere.
+      - cmd: |
+          JLINK="${JAVA_HOME:+$JAVA_HOME/bin/}jlink"
+          JLINK_COMPRESS="$("$JLINK" --help 2>&1 | grep -q 'zip-\[0-9\]' && echo zip-6 || echo 2)"
+          "$JLINK" \
+            --add-modules {{.JLINK_MODULES}},jdk.crypto.mscapi \
+            --strip-debug \
+            --compress="$JLINK_COMPRESS" \
+            --no-header-files \
+            --no-man-pages \
+            --output runtime/jre
+        platforms: [windows]
+      - cmd: |
+          JLINK="${JAVA_HOME:+$JAVA_HOME/bin/}jlink"
+          JLINK_COMPRESS="$("$JLINK" --help 2>&1 | grep -q 'zip-\[0-9\]' && echo zip-6 || echo 2)"
+          "$JLINK" \
+            --add-modules {{.JLINK_MODULES}} \
+            --strip-debug \
+            --compress="$JLINK_COMPRESS" \
+            --no-header-files \
+            --no-man-pages \
+            --output runtime/jre
+        platforms: [linux, darwin]
       # jlink emits its files mode 444 (read-only). Tauri's build-script
       # resource copier preserves source permissions when staging
       # `runtime/jre/**/*` into `target/<profile>/runtime/jre/...`, so the

.taskfiles/frontend.yml

@@ -128,37 +128,6 @@ tasks:
       - task: dev:_run
         vars: { MODE: prototypes, PORT: '{{.PORT}}', BACKEND_URL: '{{.BACKEND_URL}}', OPEN: '{{.OPEN}}' }
 
-  dev:portal:
-    desc: "Start developer portal dev server"
-    ignore_error: true
-    deps: [install]
-    vars:
-      PORT: '{{.PORT | default "5173"}}'
-      BACKEND_URL: '{{.BACKEND_URL | default "http://localhost:8080"}}'
-      EDITOR_URL: '{{.EDITOR_URL | default ""}}'
-      OPEN: '{{.OPEN | default ""}}'
-      SUBPATH: '{{.SUBPATH | default ""}}'
-      MOCKS: '{{.MOCKS | default ""}}'
-    env:
-      BACKEND_URL: '{{.BACKEND_URL}}'
-    cmds:
-      - '{{if .SUBPATH}}RUN_SUBPATH={{.SUBPATH}} {{end}}{{if .MOCKS}}VITE_PORTAL_MOCKS={{.MOCKS}} {{end}}{{if .EDITOR_URL}}VITE_EDITOR_URL={{.EDITOR_URL}} {{end}}npx vite portal --port {{.PORT}}{{if .OPEN}} --open{{end}}'
-
-  dev:portal:proxy:serve:
-    internal: true
-    vars:
-      PORT: '{{.PORT | default "3000"}}'
-      BACKEND_URL: '{{.BACKEND_URL | default "http://localhost:8080"}}'
-      EDITOR_DEV_URL: '{{.EDITOR_DEV_URL | default ""}}'
-      PORTAL_DEV_URL: '{{.PORTAL_DEV_URL | default ""}}'
-    env:
-      PORT: '{{.PORT}}'
-      BACKEND_URL: '{{.BACKEND_URL}}'
-      EDITOR_DEV_URL: '{{.EDITOR_DEV_URL}}'
-      PORTAL_DEV_URL: '{{.PORTAL_DEV_URL}}'
-    cmds:
-      - npx tsx scripts/dev-origin-proxy.ts
-
   # ============================================================
   # Build
   # ============================================================
@@ -205,29 +174,6 @@ tasks:
     cmds:
       - npx vite build editor --mode prototypes
 
-  build:portal:
-    desc: "Build developer portal"
-    deps: [install]
-    vars:
-      SUBPATH: '{{.SUBPATH | default ""}}'
-    cmds:
-      - '{{if .SUBPATH}}RUN_SUBPATH={{.SUBPATH}} {{end}}npx vite build portal'
-
-  preview:portal:proxy:
-    desc: "Build + serve editor + portal behind one origin (prod-like auth testing)"
-    deps: [prepare]
-    vars:
-      PORT: '{{.PORT | default "3000"}}'
-      BACKEND_URL: '{{.BACKEND_URL | default "http://localhost:8080"}}'
-    env:
-      PORT: '{{.PORT}}'
-      BACKEND_URL: '{{.BACKEND_URL}}'
-    cmds:
-      - task: build:proprietary
-        vars: { PREVIEW: '1' }
-      - task: build:portal
-        vars: { SUBPATH: portal }
-      - npx tsx scripts/dev-origin-proxy.ts
 
   storybook:
     desc: "Start Storybook dev server"
@@ -263,8 +209,8 @@ tasks:
     deps: [install]
     cmds:
       # Globs so dpdm walks the whole tree. dpdm expands the braces itself, so this is
-      # shell-agnostic. Covers editor, portal, and the shared design system.
-      - npx dpdm "editor/src/**/*.{ts,tsx}" "portal/src/**/*.{ts,tsx}" "shared/**/*.{ts,tsx}" --circular --no-warning --no-tree --exit-code circular:1
+      # shell-agnostic. Covers the whole editor tree, including the portal layer.
+      - npx dpdm "editor/src/**/*.{ts,tsx}" --circular --no-warning --no-tree --exit-code circular:1
 
   lint:fix:
     desc: "Auto-fix lint issues"
@@ -345,8 +291,6 @@ tasks:
     desc: "Typecheck scripts"
     deps: [prepare]
     cmds:
-      - task: typecheck:_run
-        vars: { PROJECT: scripts/tsconfig.json }
       - task: typecheck:_run
         vars: { PROJECT: editor/scripts/tsconfig.json }
 
@@ -362,14 +306,7 @@ tasks:
     deps: [install]
     cmds:
       - task: typecheck:_run
-        vars: { PROJECT: portal/tsconfig.json }
-
-  typecheck:shared:
-    desc: "Typecheck the shared design system"
-    deps: [install]
-    cmds:
-      - task: typecheck:_run
-        vars: { PROJECT: shared/tsconfig.json }
+        vars: { PROJECT: editor/src/portal/tsconfig.json }
 
   typecheck:all:
     desc: "Typecheck all build variants"
@@ -382,7 +319,6 @@ tasks:
       - task: typecheck:scripts
       - task: typecheck:prototypes
       - task: typecheck:portal
-      - task: typecheck:shared
 
   # ============================================================
   # Quality Gate
@@ -411,7 +347,6 @@ tasks:
       - task: lint
       - task: format:check
       - task: build
-      - task: build:portal
       - task: test
       - task: storybook:build
 
@@ -423,7 +358,6 @@ tasks:
     desc: "Run tests"
     cmds:
       - task: test:editor
-      - task: test:portal
 
   test:editor:
     desc: "Run editor tests"
@@ -431,12 +365,6 @@ tasks:
     cmds:
       - npx vitest run --root editor
 
-  test:portal:
-    desc: "Run portal tests"
-    deps: [prepare]
-    cmds:
-      - npx vitest run --root portal
-
   test:watch:
     desc: "Run tests in watch mode"
     deps: [prepare]
@@ -468,6 +396,23 @@ tasks:
   # Code Generation
   # ============================================================
 
+  tool-models:
+    desc: "Generate tool API types from the Java OpenAPI spec"
+    deps: [install, ":backend:swagger"]
+    cmds:
+      - npx tsx editor/scripts/generate-tool-api-types.mts --spec ../SwaggerDoc.json --output editor/src/core/types/toolApiTypes.ts
+    sources:
+      - editor/scripts/generate-tool-api-types.mts
+      - ../SwaggerDoc.json
+    generates:
+      - editor/src/core/types/toolApiTypes.ts
+
+  tool-models:check:
+    desc: "Fail if committed tool API types are out of date"
+    deps: [install, ":backend:swagger"]
+    cmds:
+      - npx tsx editor/scripts/generate-tool-api-types.mts --spec ../SwaggerDoc.json --output editor/src/core/types/toolApiTypes.ts --check
+
   licenses:generate:
     desc: "Generate frontend license report"
     deps: [install]
@@ -481,7 +426,7 @@ tasks:
   clean:
     desc: "Clean build artifacts and caches"
     cmds:
-      - cmd: powershell rm -Recurse -Force -ErrorAction SilentlyContinue node_modules/.vite, editor/dist, dist, dist-portal
+      - cmd: powershell rm -Recurse -Force -ErrorAction SilentlyContinue node_modules/.vite, editor/dist, dist
         platforms: [windows]
-      - cmd: rm -rf node_modules/.vite editor/dist dist dist-portal
+      - cmd: rm -rf node_modules/.vite editor/dist dist
         platforms: [linux, darwin]

AGENTS.md

@@ -139,7 +139,8 @@ The project structure is defined in `engine/pyproject.toml`. Any new dependencie
 
 #### Environment Variables
 - All `VITE_*` variables must be declared in the appropriate committed env file:
-  - `frontend/editor/.env` — core, proprietary, and shared vars
+  - `frontend/editor/.env` — core and shared vars (base, loaded in every mode)
+  - `frontend/editor/.env.proprietary` — proprietary-only vars, e.g. the admin portal's SaaS/account-link keys (layered on top of `.env` in proprietary mode)
   - `frontend/editor/.env.saas` — SaaS-only vars (layered on top of `.env` in SaaS mode)
   - `frontend/editor/.env.desktop` — desktop (Tauri)-only vars (layered on top of `.env` in desktop mode)
 - These files are committed to Git and must not contain private keys
@@ -452,6 +453,7 @@ The frontend is organized with a clear separation of concerns:
 
 - **CRITICAL**: Always update translations in `en-US` only - all other languages (including `en-GB`) are handled separately
 - Translation files are located in `frontend/editor/public/locales/`
+- After changing any translation file, run `task pre-commit:fix`
 
 ## Important Notes
 

DeveloperGuide.md

@@ -92,7 +92,7 @@ Visit the [Lombok website](https://projectlombok.org/setup/) for installation in
 
 5. Add environment variable
 For local testing, you should generally be testing the full 'Security' version of Stirling PDF. To do this, you must add the environment flag DISABLE_ADDITIONAL_FEATURES=false to your system and/or IDE build/run step.
-5. **Frontend Setup (Required for Stirling 2.0)**
+6. **Frontend Setup (Required for Stirling 2.0)**
    Navigate to the frontend directory and install dependencies using npm.
 
 ### Verify Setup
@@ -275,7 +275,7 @@ Stirling-PDF uses different Docker images for various configurations. The build
 1. Set the security environment variable:
 
    ```bash
-   export DISABLE_ADDITIONAL_FEATURES=true  # or false for to enable login and security features for builds
+   export DISABLE_ADDITIONAL_FEATURES=true  # or false to enable login and security features for builds
    ```
 
 2. Build the project:
@@ -305,7 +305,7 @@ Stirling-PDF uses different Docker images for various configurations. The build
    docker build --no-cache --pull --build-arg VERSION_TAG=alpha -t stirlingtools/stirling-pdf:latest-fat -f ./Dockerfile.fat .
    ```
 
-Note: The `--no-cache` and `--pull` flags ensure that the build process uses the latest base images and doesn't use cached layers, which is useful for testing and ensuring reproducible builds. however to improve build times these can often be removed depending on your usecase
+Note: The `--no-cache` and `--pull` flags ensure that the build process uses the latest base images and doesn't use cached layers, which is useful for testing and ensuring reproducible builds. However, to improve build times these can often be removed depending on your use case
 
 ## 7. Testing
 

LICENSE

@@ -20,8 +20,8 @@ if that directory exists, is licensed under the license defined in "frontend/edi
 if that directory exists, is licensed under the license defined in "frontend/editor/src/cloud/LICENSE".
 * All content that resides under the "frontend/editor/src/prototypes/" directory of this repository,
 if that directory exists, is licensed under the license defined in "frontend/editor/src/prototypes/LICENSE".
-* All content that resides under the "frontend/portal/" directory of this repository,
-if that directory exists, is licensed under the license defined in "frontend/portal/LICENSE".
+* All content that resides under the "frontend/editor/src/portal/" directory of this repository,
+if that directory exists, is licensed under the license defined in "frontend/editor/src/portal/LICENSE".
 * Content outside of the above mentioned directories or restrictions above is
 available under the MIT License as defined below.
 

README.md

@@ -53,8 +53,8 @@ For full installation options (including desktop and Kubernetes), see our [Docum
 
 ## Support
 
-- **Community** [Discord](https://discord.gg/HYmhKj45pU)
-- **Bug Reports**: [Github issues](https://github.com/Stirling-Tools/Stirling-PDF/issues)
+- **Community**: [Discord](https://discord.gg/HYmhKj45pU)
+- **Bug Reports**: [GitHub Issues](https://github.com/Stirling-Tools/Stirling-PDF/issues)
 
 ## Contributing
 

Taskfile.yml

@@ -79,59 +79,12 @@ tasks:
           OPEN: "true"
 
   dev:portal:
-    desc: "Start backend + developer portal concurrently on free ports"
+    desc: "Start backend + editor; the portal is an admin route at /portal"
     vars:
       PORTS:
         sh: '{{if eq OS "windows"}}{{.FIND_FREE_PORT_PS}} 8080 5173{{else}}{{.FIND_FREE_PORT_SH}} 8080 5173{{end}}'
       BACKEND_PORT: '{{index (splitList "\n" .PORTS) 0}}'
-      PORTAL_PORT: '{{index (splitList "\n" .PORTS) 1}}'
-    deps:
-      - task: backend:dev
-        vars:
-          PORT: '{{.BACKEND_PORT}}'
-          SECURITY_ENABLELOGIN: "true"
-          POLICIES_ENABLED: "true"
-      - task: frontend:dev:portal
-        vars:
-          PORT: '{{.PORTAL_PORT}}'
-          BACKEND_URL: 'http://localhost:{{.BACKEND_PORT}}'
-          OPEN: "true"
-
-  dev:portal:all:
-    desc: "Start backend + developer portal + editor concurrently on free ports"
-    vars:
-      PORTS:
-        sh: '{{if eq OS "windows"}}{{.FIND_FREE_PORT_PS}} 8080 5173 5174{{else}}{{.FIND_FREE_PORT_SH}} 8080 5173 5174{{end}}'
-      BACKEND_PORT: '{{index (splitList "\n" .PORTS) 0}}'
-      PORTAL_PORT: '{{index (splitList "\n" .PORTS) 1}}'
-      EDITOR_PORT: '{{index (splitList "\n" .PORTS) 2}}'
-    deps:
-      - task: backend:dev
-        vars:
-          PORT: '{{.BACKEND_PORT}}'
-          SECURITY_ENABLELOGIN: "true"
-          POLICIES_ENABLED: "true"
-      - task: frontend:dev:portal
-        vars:
-          PORT: '{{.PORTAL_PORT}}'
-          BACKEND_URL: 'http://localhost:{{.BACKEND_PORT}}'
-          # Point the portal's "Editor" app switcher at the editor we spawn here.
-          EDITOR_URL: 'http://localhost:{{.EDITOR_PORT}}/'
-          OPEN: "true"
-      - task: frontend:dev
-        vars:
-          PORT: '{{.EDITOR_PORT}}'
-          BACKEND_URL: 'http://localhost:{{.BACKEND_PORT}}'
-
-  dev:portal:proxy:
-    desc: "Editor + portal on ONE origin + backend via live dev servers (shared-token login)"
-    vars:
-      PORTS:
-        sh: '{{if eq OS "windows"}}{{.FIND_FREE_PORT_PS}} 8080 3000 5173 5174{{else}}{{.FIND_FREE_PORT_SH}} 8080 3000 5173 5174{{end}}'
-      BACKEND_PORT: '{{index (splitList "\n" .PORTS) 0}}'
-      PROXY_PORT: '{{index (splitList "\n" .PORTS) 1}}'
-      EDITOR_PORT: '{{index (splitList "\n" .PORTS) 2}}'
-      PORTAL_PORT: '{{index (splitList "\n" .PORTS) 3}}'
+      EDITOR_PORT: '{{index (splitList "\n" .PORTS) 1}}'
     deps:
       - task: backend:dev
         vars:
@@ -142,18 +95,7 @@ tasks:
         vars:
           PORT: '{{.EDITOR_PORT}}'
           BACKEND_URL: 'http://localhost:{{.BACKEND_PORT}}'
-      - task: frontend:dev:portal
-        vars:
-          PORT: '{{.PORTAL_PORT}}'
-          BACKEND_URL: 'http://localhost:{{.BACKEND_PORT}}'
-          SUBPATH: portal
-          MOCKS: 'false'
-      - task: frontend:dev:portal:proxy:serve
-        vars:
-          PORT: '{{.PROXY_PORT}}'
-          BACKEND_URL: 'http://localhost:{{.BACKEND_PORT}}'
-          EDITOR_DEV_URL: 'http://localhost:{{.EDITOR_PORT}}'
-          PORTAL_DEV_URL: 'http://localhost:{{.PORTAL_PORT}}'
+          OPEN: "true"
 
   dev:saas:
     desc: "Start SaaS backend + frontend concurrently on free ports"
@@ -201,24 +143,6 @@ tasks:
       - task: backend:build
       - task: frontend:build
 
-  preview:portal:proxy:
-    desc: "Build + serve editor + portal on ONE origin + backend (prod-like auth test)"
-    vars:
-      PORTS:
-        sh: '{{if eq OS "windows"}}{{.FIND_FREE_PORT_PS}} 8080 3000{{else}}{{.FIND_FREE_PORT_SH}} 8080 3000{{end}}'
-      BACKEND_PORT: '{{index (splitList "\n" .PORTS) 0}}'
-      PROXY_PORT: '{{index (splitList "\n" .PORTS) 1}}'
-    deps:
-      - task: backend:dev
-        vars:
-          PORT: '{{.BACKEND_PORT}}'
-          SECURITY_ENABLELOGIN: "true"
-          POLICIES_ENABLED: "true"
-      - task: frontend:preview:portal:proxy
-        vars:
-          PORT: '{{.PROXY_PORT}}'
-          BACKEND_URL: 'http://localhost:{{.BACKEND_PORT}}'
-
   # ============================================================
   # Test
   # ============================================================
@@ -261,6 +185,16 @@ tasks:
       - task: frontend:format:check
       - task: engine:format:check
 
+  # ============================================================
+  # Code generation
+  # ============================================================
+
+  tool-models:
+    desc: "Generate all API models from the Java OpenAPI spec"
+    cmds:
+      - task: frontend:tool-models
+      - task: engine:tool-models
+
   # ============================================================
   # Quality Gate
   # ============================================================

app/.env.proprietary

@@ -0,0 +1,8 @@
+# Committed defaults for `task backend:dev:proprietary` (self-hosted / proprietary
+# flavor). Local overrides + secrets live in app/.env.proprietary.local (ignored).
+
+# Combined-billing account link (Mode A). Feature-flagged: OFF until release.
+# Flip to true in app/.env.proprietary.local to test linking locally.
+STIRLING_BILLING_ACCOUNT_LINK_ENABLED=false
+# SaaS base URL the linked instance calls (register + entitlement).
+STIRLING_BILLING_ACCOUNT_LINK_SAAS_BASE_URL=https://stirling.com/app

app/.gitignore

@@ -1,3 +1,4 @@
 # Whitelist committed env defaults. `.env.saas.local` (and any other .env*)
 # stays ignored via the root .gitignore.
 !.env.saas
+!.env.proprietary

app/allowed-licenses.json

@@ -80,10 +80,18 @@
       "moduleName": ".*",
       "moduleLicense": "Apache License Version 2.0"
     },
+    {
+      "moduleName": ".*",
+      "moduleLicense": "Apache License version 2.0"
+    },
     {
       "moduleName": ".*",
       "moduleLicense": "Apache License, Version 2.0"
     },
+    {
+      "moduleName": ".*",
+      "moduleLicense": "Apache License, version 2.0"
+    },
     {
       "moduleName": ".*",
       "moduleLicense": "The Apache License, Version 2.0"
@@ -108,6 +116,10 @@
       "moduleName": ".*",
       "moduleLicense": "Mozilla Public License 2.0 (MPL-2.0)"
     },
+    {
+      "moduleName": ".*",
+      "moduleLicense": "Mozilla Public License Version 2.0"
+    },
     {
       "moduleName": ".*",
       "moduleLicense": 	"CDDL+GPL License"
@@ -172,6 +184,14 @@
       "moduleName": ".*",
       "moduleLicense": "Eclipse Public License, Version 2.0"
     },
+    {
+      "moduleName": ".*",
+      "moduleLicense": "EPL-2.0"
+    },
+    {
+      "moduleName": ".*",
+      "moduleLicense": "LGPL-2.1-only"
+    },
     {
       "moduleName": ".*",
       "moduleLicense": "Ubuntu Font Licence 1.0"

app/common/src/main/java/stirling/software/common/configuration/AppConfig.java

@@ -132,7 +132,7 @@ public class AppConfig {
             return true;
         }
         Path mountInfo = Path.of("/proc/1/mountinfo");
-        // this should always exist, if not some unknown usecase
+        // this should always exist, if not some unknown use case
         if (!Files.exists(mountInfo)) {
             return true;
         }

app/common/src/main/java/stirling/software/common/model/ApplicationProperties.java

@@ -595,7 +595,7 @@ public class ApplicationProperties {
         public static class SAML2 {
             private String provider;
             private Boolean enabled = false;
-            private Boolean autoCreateUser = false;
+            private Boolean autoCreateUser = true;
             private Boolean blockRegistration = false;
             private String registrationId = "stirling";
 
@@ -672,7 +672,7 @@ public class ApplicationProperties {
             private String issuer;
             private String clientId;
             @ToString.Exclude private String clientSecret;
-            private Boolean autoCreateUser = false;
+            private Boolean autoCreateUser = true;
             private Boolean blockRegistration = false;
             private String useAsUsername;
             private Collection<String> scopes = new ArrayList<>();
@@ -743,7 +743,6 @@ public class ApplicationProperties {
         @Data
         public static class Jwt {
             private boolean enableKeystore = true;
-            private boolean enableKeyRotation = false;
             private boolean enableKeyCleanup = true;
 
             /**
@@ -847,8 +846,8 @@ public class ApplicationProperties {
             @Data
             public static class Trust {
                 private boolean serverAsAnchor = true;
-                private boolean useSystemTrust = false;
-                private boolean useMozillaBundle = false;
+                private boolean useSystemTrust = true;
+                private boolean useMozillaBundle = true;
                 private boolean useAATL = false;
                 private boolean useEUTL = false;
             }
@@ -891,10 +890,10 @@ public class ApplicationProperties {
         private Boolean enableAnalytics;
         private Boolean enablePosthog;
         private Boolean enableScarf;
-        private Boolean enableDesktopInstallSlide;
+        private Boolean enableDesktopInstallSlide = true;
         private Datasource datasource;
         private boolean disableSanitize;
-        private int maxDPI;
+        private int maxDPI = 500;
         private boolean enableUrlToPDF;
         private Html html = new Html();
         private CustomPaths customPaths = new CustomPaths();
@@ -908,8 +907,9 @@ public class ApplicationProperties {
         private String frontendUrl; // Frontend URL for invite email links (e.g.
 
         // 'https://app.example.com'). If not set, falls back to backendUrl.
-        private boolean enableMobileScanner = false; // Enable mobile phone QR code upload feature
+        private boolean enableMobileScanner = true; // Enable mobile phone QR code upload feature
         private MobileScannerSettings mobileScannerSettings = new MobileScannerSettings();
+        private ServerCertificate serverCertificate = new ServerCertificate();
 
         @Data
         public static class MobileScannerSettings {
@@ -919,6 +919,16 @@ public class ApplicationProperties {
             private boolean stretchToFit = false; // Whether to stretch image to fill page
         }
 
+        @Data
+        public static class ServerCertificate {
+            private boolean enabled =
+                    true; // Enable server-side "Sign with Stirling-PDF" certificate
+            private String organizationName = "Stirling PDF Inc";
+            private int validity = 365; // Certificate validity in days
+            private boolean regenerateOnStartup =
+                    false; // Generate a new certificate on each startup
+        }
+
         public boolean isAnalyticsEnabled() {
             return this.enableAnalytics != null && this.enableAnalytics;
         }
@@ -1003,7 +1013,7 @@ public class ApplicationProperties {
         @Data
         public static class Sharing {
             private boolean enabled = false;
-            private boolean linkEnabled = false;
+            private boolean linkEnabled = true;
             private boolean emailEnabled = false;
             private int linkExpirationDays = 3;
         }
@@ -1177,7 +1187,7 @@ public class ApplicationProperties {
 
     @Data
     public static class Metrics {
-        private boolean enabled;
+        private boolean enabled = true;
     }
 
     @Data
@@ -1229,7 +1239,7 @@ public class ApplicationProperties {
         private boolean enableInvites = false;
         private int inviteLinkExpiryHours = 72; // Default: 72 hours (3 days)
         private String host;
-        private int port;
+        private int port = 587;
         private String username;
         @ToString.Exclude private String password;
         private String from;
@@ -1256,10 +1266,10 @@ public class ApplicationProperties {
         @ToString.Exclude private String botToken;
         private String botUsername;
         private String pipelineInboxFolder = "telegram";
-        private Boolean customFolderSuffix = false;
-        private Boolean enableAllowUserIDs = false;
+        private Boolean customFolderSuffix = true;
+        private Boolean enableAllowUserIDs = true;
         private List<Long> allowUserIDs = new ArrayList<>();
-        private Boolean enableAllowChannelIDs = false;
+        private Boolean enableAllowChannelIDs = true;
         private List<Long> allowChannelIDs = new ArrayList<>();
         private long processingTimeoutSeconds = 180;
         private long pollingIntervalMillis = 2000;

app/common/src/main/java/stirling/software/common/service/PdfMetadataService.java

@@ -7,6 +7,7 @@ import java.time.format.DateTimeFormatter;
 import java.util.Calendar;
 
 import org.apache.pdfbox.pdmodel.PDDocument;
+import org.apache.pdfbox.pdmodel.PDDocumentInformation;
 import org.springframework.beans.factory.annotation.Autowired;
 import org.springframework.beans.factory.annotation.Qualifier;
 import org.springframework.stereotype.Service;
@@ -17,6 +18,9 @@ import stirling.software.common.model.PdfMetadata;
 @Service
 public class PdfMetadataService {
 
+    /** ({@code {labels}}). Written by the classify-and-label tool. */
+    public static final String CLASSIFICATION_KEY = "StirlingPDFClassification";
+
     private final ApplicationProperties applicationProperties;
     private final String stirlingPDFLabel;
     private final UserServiceInterface userService;
@@ -177,4 +181,14 @@ public class PdfMetadataService {
         }
         pdf.getDocumentInformation().setAuthor(author);
     }
+
+    /**
+     * Write the document classifier's JSON result into the custom Info-dictionary field {@link
+     * #CLASSIFICATION_KEY}, leaving all other metadata untouched.
+     */
+    public void setClassificationMetadata(PDDocument pdf, String classificationJson) {
+        PDDocumentInformation info = pdf.getDocumentInformation();
+        info.setCustomMetadataValue(CLASSIFICATION_KEY, classificationJson);
+        pdf.setDocumentInformation(info);
+    }
 }

app/common/src/main/java/stirling/software/common/util/RequestUriUtils.java

@@ -57,6 +57,16 @@ public class RequestUriUtils {
             return true;
         }
 
+        // Admin portal SPA shell (mounted at /processor — must match the frontend
+        // PORTAL_BASENAME). Served publicly like the editor root so a direct nav /
+        // refresh to /processor loads the app (the JWT lives in localStorage, not a
+        // cookie, so the server can't authenticate the navigation itself). The
+        // portal gates access via its own auth gate + RequirePortalAccess, and its
+        // data APIs stay protected, so serving the shell pre-auth is safe.
+        if (normalizedUri.equals("/processor") || normalizedUri.startsWith("/processor/")) {
+            return true;
+        }
+
         // Treat common static file extensions as static resources
         return normalizedUri.endsWith(".svg")
                 || normalizedUri.endsWith(".png")

app/common/src/test/java/stirling/software/common/util/RequestUriUtilsTest.java

@@ -73,6 +73,14 @@ class RequestUriUtilsTest {
         assertTrue(RequestUriUtils.isStaticResource("/mobile-scanner"));
     }
 
+    @Test
+    void testIsStaticResource_portalShell() {
+        // The admin portal SPA shell (/processor) is served pre-auth so it's directly navigable.
+        assertTrue(RequestUriUtils.isStaticResource("/processor"));
+        assertTrue(RequestUriUtils.isStaticResource("/processor/users"));
+        assertTrue(RequestUriUtils.isStaticResource("/app", "/app/processor"));
+    }
+
     // --- isFrontendRoute tests ---
 
     @Test

app/core/build.gradle

@@ -175,6 +175,14 @@ springBoot {
 // Frontend build tasks - only enabled with -PbuildWithFrontend=true
 def buildWithFrontend = project.hasProperty('buildWithFrontend') && project.property('buildWithFrontend') == 'true'
 def buildPrototypes = project.hasProperty('prototypesMode') && project.property('prototypesMode') == 'true'
+// The admin portal ships as a lazy route inside the editor bundle (see
+// proprietary/routes/adminRouteExtensions). -PbuildWithPortal=true includes that
+// chunk via VITE_INCLUDE_PORTAL on the editor build; the deploy GHA sets it when
+// the portal or AI layers change. Building the portal implies building the editor.
+def buildWithPortal = project.hasProperty('buildWithPortal') && project.property('buildWithPortal') == 'true'
+if (buildWithPortal) {
+    buildWithFrontend = true
+}
 // Workspace root holds package.json and node_modules (shared across editor /
 // future portal). Editor-specific paths (src, public, dist, tauri) live one
 // level deeper under frontend/editor/.
@@ -297,9 +305,11 @@ tasks.register('npmBuild', Exec) {
     // Override VITE_API_BASE_URL to use relative paths for production builds
     // This ensures JARs work regardless of how they're deployed (direct, proxied, etc.)
     environment 'VITE_API_BASE_URL', '/'
+    // Include the admin portal's lazy route/chunk in the editor build when requested.
+    environment 'VITE_INCLUDE_PORTAL', (buildWithPortal ? 'true' : 'false')
 
     doFirst {
-        println "Building editor frontend application for production (mode=${frontendMode}, VITE_API_BASE_URL=/)"
+        println "Building editor frontend application for production (mode=${frontendMode}, VITE_API_BASE_URL=/, portal=${buildWithPortal})"
     }
 }
 

app/core/src/main/java/org/apache/pdfbox/examples/signature/CreateSignatureBase.java

@@ -24,12 +24,14 @@ import java.security.KeyStore;
 import java.security.KeyStoreException;
 import java.security.NoSuchAlgorithmException;
 import java.security.PrivateKey;
+import java.security.Provider;
 import java.security.UnrecoverableKeyException;
 import java.security.cert.Certificate;
 import java.security.cert.CertificateException;
 import java.security.cert.X509Certificate;
 import java.util.Arrays;
 import java.util.Enumeration;
+import java.util.Locale;
 
 import org.apache.pdfbox.pdmodel.interactive.digitalsignature.SignatureInterface;
 import org.bouncycastle.cert.jcajce.JcaCertStore;
@@ -50,6 +52,13 @@ public abstract class CreateSignatureBase implements SignatureInterface {
     @Getter private Certificate[] certificateChain;
     @Setter private String tsaUrl;
 
+    /**
+     * Provider that must service the signing operation. Set for hardware-held keys (SunPKCS11 for
+     * USB tokens, SunMSCAPI for the Windows store) so the {@link java.security.Signature} runs on
+     * the token. Left {@code null} for software keystores, which use the default provider.
+     */
+    @Setter private Provider signingProvider;
+
     /**
      * Specifies whether the external signing scenario should be used. If set to {@code true},
      * external signing will be performed and {@link SignatureInterface} will be used for signing.
@@ -80,25 +89,48 @@ public abstract class CreateSignatureBase implements SignatureInterface {
                     NoSuchAlgorithmException,
                     IOException,
                     CertificateException {
-        // grabs the first alias from the keystore and get the private key. An
-        // alternative method or constructor could be used for setting a specific
-        // alias that should be used.
+        this(keystore, pin, null);
+    }
+
+    /**
+     * Initialize the signature creator, optionally selecting a specific certificate by alias. A
+     * hardware token / the Windows store can hold several certificates, so the caller picks one;
+     * when {@code requestedAlias} is null the first usable entry is used (software keystore
+     * behaviour).
+     *
+     * @param keystore the keystore (software, PKCS#11 or Windows-MY)
+     * @param pin the keystore / token PIN, may be null for the Windows store
+     * @param requestedAlias the alias to sign with, or null to pick the first usable entry
+     */
+    public CreateSignatureBase(KeyStore keystore, char[] pin, String requestedAlias)
+            throws KeyStoreException,
+                    UnrecoverableKeyException,
+                    NoSuchAlgorithmException,
+                    IOException,
+                    CertificateException {
+        if (requestedAlias != null
+                && !requestedAlias.isBlank()
+                && keystore.containsAlias(requestedAlias)) {
+            privateKey = (PrivateKey) keystore.getKey(requestedAlias, pin);
+            certificateChain = resolveChain(keystore, requestedAlias);
+            if (certificateChain == null) {
+                throw new IOException("Could not find certificate for alias " + requestedAlias);
+            }
+            checkValidity(certificateChain[0]);
+            return;
+        }
+
+        // grabs the first alias from the keystore and gets the private key.
         Enumeration<String> aliases = keystore.aliases();
-        String alias;
         Certificate cert = null;
         while (cert == null && aliases.hasMoreElements()) {
-            alias = aliases.nextElement();
+            String alias = aliases.nextElement();
             privateKey = (PrivateKey) keystore.getKey(alias, pin);
-            Certificate[] certChain = keystore.getCertificateChain(alias);
+            Certificate[] certChain = resolveChain(keystore, alias);
             if (certChain != null) {
                 certificateChain = certChain;
                 cert = certChain[0];
-                if (cert instanceof X509Certificate) {
-                    // avoid expired certificate
-                    ((X509Certificate) cert).checkValidity();
-
-                    //// SigUtils.checkCertificateUsage((X509Certificate) cert);
-                }
+                checkValidity(cert);
             }
         }
 
@@ -107,6 +139,27 @@ public abstract class CreateSignatureBase implements SignatureInterface {
         }
     }
 
+    /**
+     * Resolve the certificate chain for an alias. PKCS#11 tokens and the Windows store frequently
+     * expose only the leaf certificate (a null chain), so fall back to the single certificate.
+     */
+    private static Certificate[] resolveChain(KeyStore keystore, String alias)
+            throws KeyStoreException {
+        Certificate[] chain = keystore.getCertificateChain(alias);
+        if (chain != null && chain.length > 0) {
+            return chain;
+        }
+        Certificate single = keystore.getCertificate(alias);
+        return single != null ? new Certificate[] {single} : null;
+    }
+
+    private static void checkValidity(Certificate cert) throws CertificateException {
+        if (cert instanceof X509Certificate x509Cert) {
+            // avoid expired certificate
+            x509Cert.checkValidity();
+        }
+    }
+
     public final void setPrivateKey(PrivateKey privateKey) {
         this.privateKey = privateKey;
     }
@@ -136,12 +189,18 @@ public abstract class CreateSignatureBase implements SignatureInterface {
         try {
             CMSSignedDataGenerator gen = new CMSSignedDataGenerator();
             X509Certificate cert = (X509Certificate) certificateChain[0];
-            ContentSigner sha1Signer =
-                    new JcaContentSignerBuilder("SHA256WithRSA").build(privateKey);
+            JcaContentSignerBuilder signerBuilder =
+                    new JcaContentSignerBuilder(resolveSignatureAlgorithm(privateKey, cert));
+            // Hardware keys (PKCS#11 / Windows store) must sign on their own provider so the
+            // operation runs on the token; software keys use the default provider.
+            if (signingProvider != null) {
+                signerBuilder.setProvider(signingProvider);
+            }
+            ContentSigner signer = signerBuilder.build(privateKey);
             gen.addSignerInfoGenerator(
                     new JcaSignerInfoGeneratorBuilder(
                                     new JcaDigestCalculatorProviderBuilder().build())
-                            .build(sha1Signer, cert));
+                            .build(signer, cert));
             gen.addCertificates(new JcaCertStore(Arrays.asList(certificateChain)));
             CMSProcessableInputStream msg = new CMSProcessableInputStream(content);
             CMSSignedData signedData = gen.generate(msg, false);
@@ -157,4 +216,26 @@ public abstract class CreateSignatureBase implements SignatureInterface {
             throw new IOException(e);
         }
     }
+
+    /**
+     * Pick a SHA-256 signature algorithm that matches the key type. RSA keeps the historical
+     * default; EC / EdDSA tokens are common, so they are handled too.
+     */
+    private static String resolveSignatureAlgorithm(PrivateKey key, X509Certificate cert) {
+        String alg = key.getAlgorithm();
+        if (alg == null || alg.isBlank()) {
+            alg = cert.getPublicKey().getAlgorithm();
+        }
+        alg = alg == null ? "" : alg.toUpperCase(Locale.ROOT);
+        if (alg.contains("ED25519") || alg.contains("EDDSA")) {
+            return "Ed25519";
+        }
+        if (alg.contains("EC")) { // EC, ECDSA
+            return "SHA256withECDSA";
+        }
+        if (alg.contains("DSA")) {
+            return "SHA256withDSA";
+        }
+        return "SHA256withRSA";
+    }
 }

app/core/src/main/java/stirling/software/SPDF/config/WebMvcConfig.java

@@ -85,7 +85,6 @@ public class WebMvcConfig implements WebMvcConfigurer {
                         "/icons/**",
                         "/modern-logo/**",
                         "/classic-logo/**",
-                        "/robots.txt",
                         "/3rdPartyLicenses.json",
                         "/pdfjs/**",
                         "/pdfjs-legacy/**",

app/core/src/main/java/stirling/software/SPDF/controller/api/RearrangePagesPDFController.java

@@ -3,9 +3,12 @@ package stirling.software.SPDF.controller.api;
 import java.io.IOException;
 import java.util.ArrayList;
 import java.util.Collections;
+import java.util.HashSet;
 import java.util.List;
 import java.util.Locale;
+import java.util.Set;
 
+import org.apache.pdfbox.cos.COSDictionary;
 import org.apache.pdfbox.pdmodel.PDDocument;
 import org.apache.pdfbox.pdmodel.PDPage;
 import org.apache.pdfbox.pdmodel.PDPageTree;
@@ -261,10 +264,19 @@ public class RearrangePagesPDFController {
                 log.info("newPageOrder = {}", newPageOrder);
                 log.info("totalPages = {}", totalPages);
 
-                // Snapshot the desired pages before mutating the source document's page tree.
+                // Snapshot desired pages before mutating the tree; clone repeats (e.g. DUPLICATE)
+                // so each slot is a distinct node, not one PDPage under multiple /Kids.
                 List<PDPage> newPages = new ArrayList<>(newPageOrder.size());
+                Set<Integer> seenIndices = new HashSet<>();
                 for (Integer idx : newPageOrder) {
-                    newPages.add(document.getPage(idx));
+                    PDPage page = document.getPage(idx);
+                    if (!seenIndices.add(idx)) {
+                        // Duplicate index: distinct page node sharing content/resources.
+                        COSDictionary clonedDict = new COSDictionary();
+                        clonedDict.addAll(page.getCOSObject());
+                        page = new PDPage(clonedDict);
+                    }
+                    newPages.add(page);
                 }
 
                 // Rearrange in-place on the source document rather than copying pages into a

app/core/src/main/java/stirling/software/SPDF/controller/api/misc/ConfigController.java

@@ -350,6 +350,18 @@ public class ConfigController {
                     "serverCertificateEnabled",
                     serverCertificateService != null && serverCertificateService.isEnabled());
 
+            // Hardware-backed signing (Windows store / USB PKCS#11 tokens) is only viable on the
+            // desktop bundle, where the backend runs locally in the user's session. The Tauri
+            // bundle signals this via STIRLING_PDF_TAURI_MODE (machineType is Server-jar there);
+            // the bare-jar desktop launcher signals it via a Client-* machineType.
+            boolean hardwareSigningAvailable =
+                    Boolean.parseBoolean(System.getProperty("STIRLING_PDF_TAURI_MODE", "false"));
+            if (!hardwareSigningAvailable && applicationContext.containsBean("machineType")) {
+                String mt = applicationContext.getBean("machineType", String.class);
+                hardwareSigningAvailable = mt != null && mt.startsWith("Client-");
+            }
+            configData.put("hardwareSigningAvailable", hardwareSigningAvailable);
+
             // Legal settings
             configData.put(
                     "termsAndConditions", applicationProperties.getLegal().getTermsAndConditions());

app/core/src/main/java/stirling/software/SPDF/controller/api/security/CertSignController.java

@@ -70,10 +70,13 @@ import io.micrometer.common.util.StringUtils;
 import io.swagger.v3.oas.annotations.Operation;
 import io.swagger.v3.oas.annotations.tags.Tag;
 
+import jakarta.servlet.http.HttpServletRequest;
+
 import lombok.extern.slf4j.Slf4j;
 
 import stirling.software.SPDF.config.swagger.StandardPdfResponse;
 import stirling.software.SPDF.model.api.security.SignPDFWithCertRequest;
+import stirling.software.SPDF.service.HardwareKeyStoreService;
 import stirling.software.common.annotations.AutoJobPostMapping;
 import stirling.software.common.enumeration.ResourceWeight;
 import stirling.software.common.service.CustomPDFDocumentFactory;
@@ -109,14 +112,17 @@ public class CertSignController {
     private final CustomPDFDocumentFactory pdfDocumentFactory;
     private final ServerCertificateServiceInterface serverCertificateService;
     private final TempFileManager tempFileManager;
+    private final HardwareKeyStoreService hardwareKeyStoreService;
 
     public CertSignController(
             CustomPDFDocumentFactory pdfDocumentFactory,
             @Autowired(required = false) ServerCertificateServiceInterface serverCertificateService,
-            TempFileManager tempFileManager) {
+            TempFileManager tempFileManager,
+            HardwareKeyStoreService hardwareKeyStoreService) {
         this.pdfDocumentFactory = pdfDocumentFactory;
         this.serverCertificateService = serverCertificateService;
         this.tempFileManager = tempFileManager;
+        this.hardwareKeyStoreService = hardwareKeyStoreService;
     }
 
     public static void sign(
@@ -170,7 +176,8 @@ public class CertSignController {
                     "This endpoint accepts a PDF file, a digital certificate and related"
                             + " information to sign the PDF. It then returns the digitally signed PDF"
                             + " file. Input:PDF Output:PDF Type:SISO")
-    public ResponseEntity<Resource> signPDFWithCert(@ModelAttribute SignPDFWithCertRequest request)
+    public ResponseEntity<Resource> signPDFWithCert(
+            @ModelAttribute SignPDFWithCertRequest request, HttpServletRequest httpRequest)
             throws Exception {
         MultipartFile pdf = request.getFileInput();
         String certType = request.getCertType();
@@ -196,6 +203,8 @@ public class CertSignController {
 
         KeyStore ks = null;
         String keystorePassword = password;
+        Provider signingProvider = null;
+        HardwareKeyStoreService.Pkcs11Session pkcs11Session = null;
 
         switch (certType) {
             case "PEM":
@@ -245,6 +254,31 @@ public class CertSignController {
                 ks = serverCertificateService.getServerKeyStore();
                 keystorePassword = serverCertificateService.getServerCertificatePassword();
                 break;
+            case "WINDOWS_STORE":
+                hardwareKeyStoreService.assertLocalDesktop(httpRequest);
+                ks = hardwareKeyStoreService.loadWindowsKeyStore();
+                signingProvider = hardwareKeyStoreService.windowsProvider();
+                // PIN is prompted by the Windows CSP / token middleware, not passed here.
+                keystorePassword = password;
+                break;
+            case "PKCS11":
+                hardwareKeyStoreService.assertLocalDesktop(httpRequest);
+                char[] pkcs11Pin = password != null ? password.toCharArray() : null;
+                try {
+                    pkcs11Session =
+                            hardwareKeyStoreService.openPkcs11(
+                                    request.getPkcs11LibraryPath(),
+                                    request.getPkcs11Slot(),
+                                    pkcs11Pin);
+                } finally {
+                    if (pkcs11Pin != null) {
+                        java.util.Arrays.fill(pkcs11Pin, '\0');
+                    }
+                }
+                ks = pkcs11Session.keyStore();
+                signingProvider = pkcs11Session.provider();
+                keystorePassword = password;
+                break;
             default:
                 throw ExceptionUtils.createIllegalArgumentException(
                         "error.invalidArgument",
@@ -252,7 +286,9 @@ public class CertSignController {
                         "certificate type: " + certType);
         }
 
-        CreateSignature createSignature = new CreateSignature(ks, keystorePassword.toCharArray());
+        char[] pin = keystorePassword != null ? keystorePassword.toCharArray() : null;
+        CreateSignature createSignature =
+                new CreateSignature(ks, pin, request.getAlias(), signingProvider);
         TempFile signedOut = tempFileManager.createManagedTempFile(".pdf");
         try (OutputStream os = new FileOutputStream(signedOut.getFile())) {
             sign(
@@ -269,6 +305,14 @@ public class CertSignController {
         } catch (IOException e) {
             signedOut.close();
             throw e;
+        } finally {
+            // Clear the PIN copy and log out the token session once signing is done.
+            if (pin != null) {
+                java.util.Arrays.fill(pin, '\0');
+            }
+            if (pkcs11Session != null) {
+                pkcs11Session.close();
+            }
         }
         // Return the signed PDF
         return WebResponseUtils.pdfFileToWebResponse(
@@ -324,7 +368,22 @@ public class CertSignController {
                         NoSuchAlgorithmException,
                         IOException,
                         CertificateException {
-            super(keystore, pin);
+            this(keystore, pin, null, null);
+        }
+
+        public CreateSignature(
+                KeyStore keystore, char[] pin, String alias, Provider signingProvider)
+                throws KeyStoreException,
+                        UnrecoverableKeyException,
+                        NoSuchAlgorithmException,
+                        IOException,
+                        CertificateException {
+            super(keystore, pin, alias);
+            setSigningProvider(signingProvider);
+            loadLogo();
+        }
+
+        private void loadLogo() throws IOException {
             ClassPathResource resource = new ClassPathResource("static/images/signature.png");
             try (InputStream is = resource.getInputStream()) {
                 logoFile = Files.createTempFile("signature", ".png").toFile();

app/core/src/main/java/stirling/software/SPDF/controller/api/security/GetInfoOnPDF.java

@@ -305,6 +305,23 @@ public class GetInfoOnPDF {
         }
     }
 
+    /**
+     * Info-dictionary keys exposed above via typed getters; any other key in the dictionary is
+     * surfaced as custom metadata (e.g. the classification policy's StirlingPDFClassification
+     * entry).
+     */
+    private static final java.util.Set<String> STANDARD_INFO_KEYS =
+            java.util.Set.of(
+                    "Title",
+                    "Author",
+                    "Subject",
+                    "Keywords",
+                    "Producer",
+                    "Creator",
+                    "CreationDate",
+                    "ModDate",
+                    "Trapped");
+
     private static ObjectNode extractMetadata(PDDocument document) {
         ObjectNode metadata = objectMapper.createObjectNode();
 
@@ -335,6 +352,18 @@ public class GetInfoOnPDF {
                 if (modificationDate != null) {
                     metadata.put("ModificationDate", modificationDate);
                 }
+
+                // Surface custom Info-dictionary entries (anything beyond the
+                // standard fields above) — e.g. StirlingPDFClassification
+                for (String key : info.getMetadataKeys()) {
+                    if (STANDARD_INFO_KEYS.contains(key)) {
+                        continue;
+                    }
+                    String value = info.getCustomMetadataValue(key);
+                    if (value != null && !value.isBlank()) {
+                        metadata.put(key, value);
+                    }
+                }
             }
         } catch (Exception e) {
             log.error("Error extracting metadata: {}", e.getMessage());

app/core/src/main/java/stirling/software/SPDF/controller/api/security/HardwareSigningController.java

@@ -0,0 +1,85 @@
+package stirling.software.SPDF.controller.api.security;
+
+import java.util.List;
+
+import org.springframework.http.ResponseEntity;
+import org.springframework.web.bind.annotation.GetMapping;
+import org.springframework.web.bind.annotation.PostMapping;
+import org.springframework.web.bind.annotation.RequestBody;
+import org.springframework.web.bind.annotation.RequestMapping;
+import org.springframework.web.bind.annotation.RestController;
+
+import io.swagger.v3.oas.annotations.Operation;
+import io.swagger.v3.oas.annotations.tags.Tag;
+
+import jakarta.servlet.http.HttpServletRequest;
+
+import lombok.RequiredArgsConstructor;
+import lombok.extern.slf4j.Slf4j;
+
+import stirling.software.SPDF.model.api.security.HardwareCertificateInfo;
+import stirling.software.SPDF.model.api.security.HardwareSigningCapabilities;
+import stirling.software.SPDF.model.api.security.Pkcs11CertificatesRequest;
+import stirling.software.SPDF.service.HardwareKeyStoreService;
+
+/**
+ * Lets the desktop frontend discover which hardware-backed signing options the local backend can
+ * reach (Windows certificate store, plugged-in USB / PKCS#11 tokens) and enumerate the certificates
+ * available to sign with. Enumeration endpoints are restricted to the desktop bundle, reached over
+ * loopback - see {@link HardwareKeyStoreService#assertLocalDesktop}.
+ */
+@RestController
+@RequestMapping("/api/v1/security/cert-sign/hardware")
+@RequiredArgsConstructor
+@Slf4j
+@Tag(name = "Security", description = "Security APIs")
+public class HardwareSigningController {
+
+    private final HardwareKeyStoreService hardwareKeyStoreService;
+
+    @GetMapping("/capabilities")
+    @Operation(
+            summary = "Hardware signing capabilities",
+            description =
+                    "Reports whether hardware-backed signing is available on this device and which"
+                            + " PKCS#11 driver libraries were detected. Returns desktop=false when"
+                            + " not running as the desktop app.")
+    public ResponseEntity<HardwareSigningCapabilities> getCapabilities() {
+        return ResponseEntity.ok(hardwareKeyStoreService.capabilities());
+    }
+
+    @GetMapping("/windows-certificates")
+    @Operation(
+            summary = "List Windows certificate store signing certificates",
+            description =
+                    "Enumerates certificates with a usable private key from the current user's"
+                            + " Windows certificate store. Desktop-only, loopback-only.")
+    public ResponseEntity<List<HardwareCertificateInfo>> getWindowsCertificates(
+            HttpServletRequest request) throws Exception {
+        hardwareKeyStoreService.assertLocalDesktop(request);
+        return ResponseEntity.ok(hardwareKeyStoreService.listWindowsCertificates());
+    }
+
+    @PostMapping("/pkcs11-certificates")
+    @Operation(
+            summary = "List PKCS#11 token signing certificates",
+            description =
+                    "Logs into a PKCS#11 token with the supplied PIN and enumerates its signing"
+                            + " certificates. The PIN is used only for this call. Desktop-only,"
+                            + " loopback-only.")
+    public ResponseEntity<List<HardwareCertificateInfo>> getPkcs11Certificates(
+            HttpServletRequest request, @RequestBody Pkcs11CertificatesRequest body)
+            throws Exception {
+        hardwareKeyStoreService.assertLocalDesktop(request);
+        char[] pin = body.pin() != null ? body.pin().toCharArray() : null;
+        try {
+            return ResponseEntity.ok(
+                    hardwareKeyStoreService.listPkcs11Certificates(
+                            body.libraryPath(), body.slot(), pin));
+        } finally {
+            if (pin != null) {
+                java.util.Arrays.fill(pin, '\0');
+            }
+        }
+    }
+}

app/core/src/main/java/stirling/software/SPDF/controller/api/security/ValidateSignatureController.java

@@ -102,8 +102,27 @@ public class ValidateSignatureController {
         try (PDDocument document = pdfDocumentFactory.load(file.getInputStream())) {
             List<PDSignature> signatures = document.getSignatureDictionaries();
 
+            // Detect content appended outside every signature's ByteRange (added after signing). A
+            // properly signed document has its last signature cover all the way to EOF; if the
+            // furthest any signature reaches stops short of the file length, the tail is unsigned.
+            // Taking the max across all signatures avoids false positives on legitimately
+            // multi-signed PDFs, where an earlier signature intentionally omits later revisions.
+            long fileLength = file.getSize();
+            long maxCovered = 0;
+            for (PDSignature sig : signatures) {
+                int[] byteRange = sig.getByteRange();
+                if (byteRange != null && byteRange.length == 4) {
+                    long end = (long) byteRange[2] + byteRange[3];
+                    if (end > maxCovered) {
+                        maxCovered = end;
+                    }
+                }
+            }
+            boolean documentCovered = maxCovered <= 0 || maxCovered >= fileLength;
+
             for (PDSignature sig : signatures) {
                 SignatureValidationResult result = new SignatureValidationResult();
+                result.setCoversEntireDocument(documentCovered);
 
                 try {
                     byte[] signedContent = sig.getSignedContent(file.getInputStream());

app/core/src/main/java/stirling/software/SPDF/controller/web/RobotsController.java

@@ -0,0 +1,30 @@
+package stirling.software.SPDF.controller.web;
+
+import org.springframework.http.MediaType;
+import org.springframework.web.bind.annotation.GetMapping;
+import org.springframework.web.bind.annotation.ResponseBody;
+import org.springframework.web.bind.annotation.RestController;
+
+import stirling.software.common.model.ApplicationProperties;
+
+/**
+ * Serves /robots.txt dynamically so the system.googlevisibility flag actually controls
+ * search-engine indexing. 'true' returns an allow-all policy; 'false' returns a disallow-all policy
+ * to keep the instance out of search engines (useful for embedded/internal deployments).
+ */
+@RestController
+public class RobotsController {
+
+    private final ApplicationProperties applicationProperties;
+
+    public RobotsController(ApplicationProperties applicationProperties) {
+        this.applicationProperties = applicationProperties;
+    }
+
+    @GetMapping(value = "/robots.txt", produces = MediaType.TEXT_PLAIN_VALUE)
+    @ResponseBody
+    public String robotsTxt() {
+        boolean allowIndexing = applicationProperties.getSystem().isGooglevisibility();
+        return "User-agent: *\n" + (allowIndexing ? "Allow: /\n" : "Disallow: /\n");
+    }
+}

app/core/src/main/java/stirling/software/SPDF/model/api/general/PosterPdfRequest.java

@@ -1,5 +1,7 @@
 package stirling.software.SPDF.model.api.general;
 
+import com.fasterxml.jackson.annotation.JsonProperty;
+
 import io.swagger.v3.oas.annotations.media.Schema;
 
 import lombok.Data;
@@ -17,20 +19,8 @@ public class PosterPdfRequest extends PDFFile {
             allowableValues = {"A4", "Letter", "A3", "A5", "Legal", "Tabloid"})
     private String pageSize = "A4";
 
-    @Schema(
-            description = "Horizontal decimation factor (how many columns to split into)",
-            requiredMode = Schema.RequiredMode.NOT_REQUIRED,
-            defaultValue = "2",
-            minimum = "1",
-            maximum = "10")
     private int xFactor = 2;
 
-    @Schema(
-            description = "Vertical decimation factor (how many rows to split into)",
-            requiredMode = Schema.RequiredMode.NOT_REQUIRED,
-            defaultValue = "2",
-            minimum = "1",
-            maximum = "10")
     private int yFactor = 2;
 
     @Schema(
@@ -38,4 +28,36 @@ public class PosterPdfRequest extends PDFFile {
             requiredMode = Schema.RequiredMode.NOT_REQUIRED,
             defaultValue = "false")
     private boolean rightToLeft = false;
+
+    @JsonProperty("xFactor")
+    @Schema(
+            description = "Horizontal decimation factor (how many columns to split into)",
+            requiredMode = Schema.RequiredMode.NOT_REQUIRED,
+            defaultValue = "2",
+            minimum = "1",
+            maximum = "10")
+    public int getXFactor() {
+        return xFactor;
+    }
+
+    @JsonProperty("xFactor")
+    public void setXFactor(int xFactor) {
+        this.xFactor = xFactor;
+    }
+
+    @JsonProperty("yFactor")
+    @Schema(
+            description = "Vertical decimation factor (how many rows to split into)",
+            requiredMode = Schema.RequiredMode.NOT_REQUIRED,
+            defaultValue = "2",
+            minimum = "1",
+            maximum = "10")
+    public int getYFactor() {
+        return yFactor;
+    }
+
+    @JsonProperty("yFactor")
+    public void setYFactor(int yFactor) {
+        this.yFactor = yFactor;
+    }
 }

app/core/src/main/java/stirling/software/SPDF/model/api/security/AddPasswordRequest.java

@@ -29,7 +29,8 @@ public class AddPasswordRequest extends PDFFile {
             description = "The length of the encryption key",
             type = "integer",
             allowableValues = {"40", "128", "256"},
-            requiredMode = Schema.RequiredMode.REQUIRED)
+            requiredMode = Schema.RequiredMode.NOT_REQUIRED,
+            defaultValue = "256")
     private int keyLength = 256;
 
     @Schema(description = "Whether document assembly is prevented", defaultValue = "false")

app/core/src/main/java/stirling/software/SPDF/model/api/security/HardwareCertificateInfo.java

@@ -0,0 +1,21 @@
+package stirling.software.SPDF.model.api.security;
+
+/**
+ * Metadata for a single signing certificate discovered on a hardware source (Windows certificate
+ * store or a PKCS#11 token). Returned to the desktop frontend so the user can pick which
+ * certificate to sign with. Never carries private key material - signing always happens on the
+ * token / OS.
+ */
+public record HardwareCertificateInfo(
+        String alias,
+        String source,
+        String subject,
+        String issuer,
+        String subjectCommonName,
+        String issuerCommonName,
+        String serialNumber,
+        String keyAlgorithm,
+        String notBefore,
+        String notAfter,
+        boolean expired,
+        boolean notYetValid) {}

app/core/src/main/java/stirling/software/SPDF/model/api/security/HardwareSigningCapabilities.java

@@ -0,0 +1,19 @@
+package stirling.software.SPDF.model.api.security;
+
+import java.util.List;
+
+/**
+ * Describes what hardware-backed signing the local backend can offer. Only meaningful on the
+ * desktop bundle, where the backend runs as a local sidecar in the signed-in user's session and can
+ * reach the Windows certificate store / a plugged-in USB PKCS#11 token.
+ */
+public record HardwareSigningCapabilities(
+        boolean desktop,
+        String osName,
+        boolean windowsStoreSupported,
+        boolean pkcs11Supported,
+        List<Pkcs11LibraryInfo> detectedLibraries) {
+
+    /** A PKCS#11 driver library detected on disk (or supplied via configuration). */
+    public record Pkcs11LibraryInfo(String name, String path) {}
+}

app/core/src/main/java/stirling/software/SPDF/model/api/security/Pkcs11CertificatesRequest.java

@@ -0,0 +1,7 @@
+package stirling.software.SPDF.model.api.security;
+
+/**
+ * Request body for enumerating the certificates on a PKCS#11 token. The PIN is required to log into
+ * the token; it is used only for the duration of the call and never stored.
+ */
+public record Pkcs11CertificatesRequest(String libraryPath, Integer slot, String pin) {}

app/core/src/main/java/stirling/software/SPDF/model/api/security/SignPDFWithCertRequest.java

@@ -14,8 +14,10 @@ import stirling.software.common.model.api.PDFFile;
 public class SignPDFWithCertRequest extends PDFFile {
 
     @Schema(
-            description = "The type of the digital certificate",
-            allowableValues = {"PEM", "PKCS12", "PFX", "JKS", "SERVER"},
+            description =
+                    "The type of the digital certificate. WINDOWS_STORE and PKCS11 are"
+                            + " hardware-backed and only available in the desktop app.",
+            allowableValues = {"PEM", "PKCS12", "PFX", "JKS", "SERVER", "WINDOWS_STORE", "PKCS11"},
             requiredMode = Schema.RequiredMode.REQUIRED)
     private String certType;
 
@@ -39,9 +41,31 @@ public class SignPDFWithCertRequest extends PDFFile {
     @Schema(description = "The JKS keystore file (Java Key Store)")
     private MultipartFile jksFile;
 
-    @Schema(description = "The password for the keystore or the private key", format = "password")
+    @Schema(
+            description =
+                    "The password for the keystore / private key, or the token PIN for PKCS11",
+            format = "password")
     private String password;
 
+    @Schema(
+            description =
+                    "The alias of the certificate to sign with. Required for WINDOWS_STORE and"
+                            + " recommended for PKCS11 tokens holding multiple certificates.")
+    private String alias;
+
+    @Schema(
+            description =
+                    "Absolute path to the PKCS#11 driver library (required for PKCS11 type). Must"
+                            + " be an allowed driver - a detected one or configured via"
+                            + " STIRLING_PKCS11_LIBRARIES.")
+    private String pkcs11LibraryPath;
+
+    @Schema(
+            description =
+                    "Optional PKCS#11 slot index. When omitted the first slot with a token is"
+                            + " used.")
+    private Integer pkcs11Slot;
+
     @Schema(
             description = "Whether to visually show the signature in the PDF file",
             defaultValue = "false",

app/core/src/main/java/stirling/software/SPDF/model/api/security/SignatureValidationResult.java

@@ -18,6 +18,11 @@ public class SignatureValidationResult {
     // Time validation
     private boolean notExpired;
 
+    // Whether the document's signatures cover all of its bytes. False when content was appended
+    // outside every signature's ByteRange (i.e. added after signing), which the signature can't
+    // attest to even though the signed bytes themselves remain cryptographically intact.
+    private boolean coversEntireDocument = true;
+
     // Revocation validation
     private boolean revocationChecked; // true if PKIX revocation was enabled
     private String revocationStatus; // "not-checked" | "good" | "revoked" | "soft-fail" | "unknown"

app/core/src/main/java/stirling/software/SPDF/service/CertificateValidationService.java

@@ -115,7 +115,8 @@ public class CertificateValidationService {
             log.info("Enabled AIA certificate fetching and revocation checking");
         }
 
-        // Trust only what we explicitly opt into:
+        // Trust only what we explicitly opt into. Desktop follows the same flags as the server -
+        // our own signing cert is trusted via serverAsAnchor, not by force-loading every system CA.
         if (validation.getTrust().isServerAsAnchor()) loadServerCertAsAnchor();
         if (validation.getTrust().isUseSystemTrust()) loadJavaSystemTrustStore();
         if (validation.getTrust().isUseMozillaBundle()) loadBundledMozillaCACerts();

app/core/src/main/java/stirling/software/SPDF/service/HardwareKeyStoreService.java

@@ -0,0 +1,483 @@
+package stirling.software.SPDF.service;
+
+import java.net.InetAddress;
+import java.net.NetworkInterface;
+import java.nio.file.Files;
+import java.nio.file.Path;
+import java.security.KeyStore;
+import java.security.Provider;
+import java.security.Security;
+import java.security.cert.Certificate;
+import java.security.cert.X509Certificate;
+import java.util.ArrayList;
+import java.util.Arrays;
+import java.util.Enumeration;
+import java.util.LinkedHashMap;
+import java.util.List;
+import java.util.Locale;
+import java.util.Map;
+import java.util.Set;
+import java.util.stream.Collectors;
+
+import javax.security.auth.x500.X500Principal;
+
+import org.bouncycastle.asn1.x500.RDN;
+import org.bouncycastle.asn1.x500.X500Name;
+import org.bouncycastle.asn1.x500.style.BCStyle;
+import org.bouncycastle.asn1.x500.style.IETFUtils;
+import org.springframework.beans.factory.annotation.Autowired;
+import org.springframework.beans.factory.annotation.Qualifier;
+import org.springframework.stereotype.Service;
+
+import jakarta.servlet.http.HttpServletRequest;
+
+import lombok.extern.slf4j.Slf4j;
+
+import stirling.software.SPDF.model.api.security.HardwareCertificateInfo;
+import stirling.software.SPDF.model.api.security.HardwareSigningCapabilities;
+import stirling.software.SPDF.model.api.security.HardwareSigningCapabilities.Pkcs11LibraryInfo;
+import stirling.software.common.util.ExceptionUtils;
+
+/**
+ * Bridges PDF signing to hardware-held keys: the Windows certificate store (via the JDK SunMSCAPI
+ * provider) and USB / smart-card PKCS#11 tokens (via SunPKCS11). The private key never leaves the
+ * token - the JCA routes the actual signing operation onto the hardware.
+ *
+ * <p>These code paths are gated to the desktop bundle. On a hosted server the backend cannot reach
+ * a remote user's USB token anyway, and loading an arbitrary PKCS#11 driver library is effectively
+ * native code execution, so PKCS#11 libraries are additionally restricted to an allowlist of
+ * detected / configured driver paths.
+ */
+@Service
+@Slf4j
+public class HardwareKeyStoreService {
+
+    public static final String SOURCE_WINDOWS_STORE = "WINDOWS_STORE";
+    public static final String SOURCE_PKCS11 = "PKCS11";
+
+    private static final String WINDOWS_KEYSTORE_TYPE = "Windows-MY";
+    private static final String MSCAPI_PROVIDER = "SunMSCAPI";
+    private static final String PKCS11_BASE_PROVIDER = "SunPKCS11";
+
+    /** Extra PKCS#11 driver libraries, absolute paths, comma/`File.pathSeparator` separated. */
+    private static final String PKCS11_LIBRARIES_ENV = "STIRLING_PKCS11_LIBRARIES";
+
+    /** Same as {@link #PKCS11_LIBRARIES_ENV} but as a JVM system property. */
+    private static final String PKCS11_LIBRARIES_PROP = "stirling.pkcs11.libraries";
+
+    private final String machineType;
+
+    public HardwareKeyStoreService(
+            @Autowired(required = false) @Qualifier("machineType") String machineType) {
+        this.machineType = machineType;
+    }
+
+    // ---------------------------------------------------------------------
+    // Gating
+    // ---------------------------------------------------------------------
+
+    /**
+     * True when running as the desktop bundle (local sidecar in the user's session). The Tauri
+     * bundle sets {@code STIRLING_PDF_TAURI_MODE=true} (with {@code BROWSER_OPEN=false}, so
+     * machineType is {@code Server-jar} there); the bare-jar desktop launcher instead yields a
+     * {@code Client-*} machineType. Accept either.
+     */
+    public boolean isDesktop() {
+        if (Boolean.parseBoolean(System.getProperty("STIRLING_PDF_TAURI_MODE", "false"))) {
+            return true;
+        }
+        return machineType != null && machineType.startsWith("Client-");
+    }
+
+    public boolean isWindows() {
+        return System.getProperty("os.name", "").toLowerCase(Locale.ROOT).contains("win");
+    }
+
+    private boolean windowsStoreSupported() {
+        return isWindows() && Security.getProvider(MSCAPI_PROVIDER) != null;
+    }
+
+    private boolean pkcs11Supported() {
+        return Security.getProvider(PKCS11_BASE_PROVIDER) != null;
+    }
+
+    /** Reject anything that is not the desktop bundle reached over loopback. */
+    public void assertLocalDesktop(HttpServletRequest request) {
+        if (!isDesktop()) {
+            throw ExceptionUtils.createIllegalArgumentException(
+                    "error.hardwareSigningDesktopOnly",
+                    "Hardware-backed signing is only available in the Stirling PDF desktop app");
+        }
+        if (request != null && !isLocalRequest(request.getRemoteAddr())) {
+            throw ExceptionUtils.createIllegalArgumentException(
+                    "error.hardwareSigningLocalOnly",
+                    "Hardware-backed signing can only be used from this device");
+        }
+    }
+
+    /**
+     * True when the request originates from this machine. Loopback (incl. IPv4-mapped IPv6 like
+     * {@code ::ffff:127.0.0.1}) counts, as does any address bound to a local interface - so it
+     * works whether the desktop app reaches the sidecar over {@code localhost} or a LAN IP, while
+     * still rejecting other machines on the network.
+     */
+    static boolean isLocalRequest(String remoteAddr) {
+        if (remoteAddr == null || remoteAddr.isBlank()) {
+            return false;
+        }
+        try {
+            InetAddress addr = InetAddress.getByName(remoteAddr);
+            if (addr.isLoopbackAddress() || addr.isAnyLocalAddress()) {
+                return true;
+            }
+            return NetworkInterface.networkInterfaces()
+                    .anyMatch(nif -> nif.inetAddresses().anyMatch(local -> local.equals(addr)));
+        } catch (Exception e) {
+            return false;
+        }
+    }
+
+    // ---------------------------------------------------------------------
+    // Capabilities
+    // ---------------------------------------------------------------------
+
+    public HardwareSigningCapabilities capabilities() {
+        boolean desktop = isDesktop();
+        if (!desktop) {
+            return new HardwareSigningCapabilities(false, "", false, false, List.of());
+        }
+        return new HardwareSigningCapabilities(
+                true,
+                System.getProperty("os.name", ""),
+                windowsStoreSupported(),
+                pkcs11Supported(),
+                detectPkcs11Libraries());
+    }
+
+    /**
+     * Known driver install locations plus any paths configured via {@code
+     * STIRLING_PKCS11_LIBRARIES}.
+     */
+    public List<Pkcs11LibraryInfo> detectPkcs11Libraries() {
+        Map<String, List<String>> candidates = new LinkedHashMap<>();
+        String os = System.getProperty("os.name", "").toLowerCase(Locale.ROOT);
+
+        if (os.contains("win")) {
+            candidates.put(
+                    "OpenSC",
+                    List.of(
+                            "C:\\Program Files\\OpenSC Project\\OpenSC\\pkcs11\\opensc-pkcs11.dll"));
+            candidates.put(
+                    "YubiKey (ykcs11)",
+                    List.of("C:\\Program Files\\Yubico\\Yubico PIV Tool\\bin\\libykcs11.dll"));
+            candidates.put("SafeNet eToken", List.of("C:\\Windows\\System32\\eTPKCS11.dll"));
+            candidates.put(
+                    "Thales/Gemalto IDPrime", List.of("C:\\Windows\\System32\\IDPrimePKCS11.dll"));
+            candidates.put(
+                    "SoftHSM2",
+                    List.of(
+                            "C:\\Program Files\\SoftHSM2\\lib\\softhsm2-x64.dll",
+                            "C:\\SoftHSM2\\lib\\softhsm2-x64.dll"));
+        } else if (os.contains("mac")) {
+            candidates.put(
+                    "OpenSC",
+                    List.of(
+                            "/Library/OpenSC/lib/opensc-pkcs11.so",
+                            "/usr/local/lib/opensc-pkcs11.so"));
+            candidates.put(
+                    "YubiKey (ykcs11)",
+                    List.of("/usr/local/lib/libykcs11.dylib", "/opt/homebrew/lib/libykcs11.dylib"));
+            candidates.put(
+                    "SoftHSM2",
+                    List.of(
+                            "/usr/local/lib/softhsm/libsofthsm2.so",
+                            "/opt/homebrew/lib/softhsm/libsofthsm2.so"));
+        } else {
+            candidates.put(
+                    "OpenSC",
+                    List.of(
+                            "/usr/lib/x86_64-linux-gnu/opensc-pkcs11.so",
+                            "/usr/lib/opensc-pkcs11.so",
+                            "/usr/lib64/opensc-pkcs11.so"));
+            candidates.put(
+                    "YubiKey (ykcs11)",
+                    List.of(
+                            "/usr/lib/x86_64-linux-gnu/libykcs11.so",
+                            "/usr/local/lib/libykcs11.so"));
+            candidates.put(
+                    "SoftHSM2",
+                    List.of(
+                            "/usr/lib/softhsm/libsofthsm2.so",
+                            "/usr/lib64/softhsm/libsofthsm2.so",
+                            "/usr/local/lib/softhsm/libsofthsm2.so"));
+        }
+
+        List<Pkcs11LibraryInfo> result = new ArrayList<>();
+        candidates.forEach(
+                (name, paths) ->
+                        paths.stream()
+                                .filter(p -> Files.exists(Path.of(p)))
+                                .findFirst()
+                                .ifPresent(p -> result.add(new Pkcs11LibraryInfo(name, p))));
+
+        for (String configured : configuredLibraries()) {
+            if (Files.exists(Path.of(configured))
+                    && result.stream().noneMatch(l -> sameFile(l.path(), configured))) {
+                result.add(new Pkcs11LibraryInfo(fileName(configured), configured));
+            }
+        }
+        return result;
+    }
+
+    private static List<String> configuredLibraries() {
+        String env = System.getenv(PKCS11_LIBRARIES_ENV);
+        String prop = System.getProperty(PKCS11_LIBRARIES_PROP);
+        StringBuilder combined = new StringBuilder();
+        if (env != null && !env.isBlank()) {
+            combined.append(env);
+        }
+        if (prop != null && !prop.isBlank()) {
+            if (combined.length() > 0) {
+                combined.append(java.io.File.pathSeparator);
+            }
+            combined.append(prop);
+        }
+        if (combined.length() == 0) {
+            return List.of();
+        }
+        return Arrays.stream(combined.toString().split("[,;" + java.io.File.pathSeparator + "]"))
+                .map(String::trim)
+                .filter(s -> !s.isEmpty())
+                .toList();
+    }
+
+    // ---------------------------------------------------------------------
+    // Windows certificate store
+    // ---------------------------------------------------------------------
+
+    public KeyStore loadWindowsKeyStore() throws Exception {
+        if (!windowsStoreSupported()) {
+            throw ExceptionUtils.createIllegalArgumentException(
+                    "error.windowsStoreUnavailable",
+                    "The Windows certificate store is not available on this platform");
+        }
+        KeyStore ks = KeyStore.getInstance(WINDOWS_KEYSTORE_TYPE, MSCAPI_PROVIDER);
+        ks.load(null, null);
+        return ks;
+    }
+
+    public Provider windowsProvider() {
+        return Security.getProvider(MSCAPI_PROVIDER);
+    }
+
+    public List<HardwareCertificateInfo> listWindowsCertificates() throws Exception {
+        return listSigningCertificates(loadWindowsKeyStore(), SOURCE_WINDOWS_STORE);
+    }
+
+    // ---------------------------------------------------------------------
+    // PKCS#11 tokens
+    // ---------------------------------------------------------------------
+
+    /**
+     * A configured, logged-in PKCS#11 keystore plus the provider that must service signing. Closing
+     * logs the session out so the PIN-authenticated session does not outlive the request. The
+     * provider stays cached (logout is C_Logout, not C_Finalize) so the next call reuses the same
+     * C_Initialize. Single-user desktop model - logout is best-effort.
+     */
+    public record Pkcs11Session(KeyStore keyStore, Provider provider) implements AutoCloseable {
+        @Override
+        public void close() {
+            if (provider instanceof java.security.AuthProvider authProvider) {
+                try {
+                    authProvider.logout();
+                } catch (Exception e) {
+                    // Not logged in / already logged out - nothing to clear.
+                }
+            }
+        }
+    }
+
+    // One SunPKCS11 provider per driver+slot, reused across enumerate + sign. A PKCS#11 module
+    // typically allows C_Initialize only once per process, so configuring a fresh provider on every
+    // call races with the previous (not-yet-GC'd) one - the cause of "first sign fails, second
+    // works". Reusing the provider keeps a single C_Initialize alive for the session.
+    private final java.util.concurrent.ConcurrentHashMap<String, Provider> pkcs11Providers =
+            new java.util.concurrent.ConcurrentHashMap<>();
+
+    public Pkcs11Session openPkcs11(String libraryPath, Integer slot, char[] pin) throws Exception {
+        validateLibraryAllowed(libraryPath);
+        if (!pkcs11Supported()) {
+            throw ExceptionUtils.createIllegalArgumentException(
+                    "error.pkcs11Unavailable", "PKCS#11 support is not available in this runtime");
+        }
+
+        String cacheKey = libraryPath + "|" + slot;
+        Provider provider =
+                pkcs11Providers.computeIfAbsent(
+                        cacheKey, k -> buildPkcs11Provider(libraryPath, slot));
+        try {
+            KeyStore ks = KeyStore.getInstance("PKCS11", provider);
+            ks.load(null, pin);
+            return new Pkcs11Session(ks, provider);
+        } catch (Exception e) {
+            // A wrong PIN must not be retried: a second C_Login would burn the token's retry
+            // counter twice per attempt and can lock the token. Only rebuild on provider/init
+            // failures (e.g. token removed/re-inserted leaving a stale provider).
+            if (isAuthFailure(e)) {
+                throw e;
+            }
+            pkcs11Providers.remove(cacheKey, provider);
+            Provider fresh =
+                    pkcs11Providers.computeIfAbsent(
+                            cacheKey, k -> buildPkcs11Provider(libraryPath, slot));
+            KeyStore ks = KeyStore.getInstance("PKCS11", fresh);
+            ks.load(null, pin);
+            return new Pkcs11Session(ks, fresh);
+        }
+    }
+
+    /** True when the failure is a bad/locked PIN rather than a provider/init/device problem. */
+    private static boolean isAuthFailure(Throwable t) {
+        while (t != null) {
+            if (t instanceof javax.security.auth.login.FailedLoginException) {
+                return true;
+            }
+            String msg = t.getMessage();
+            if (msg != null && msg.toUpperCase(Locale.ROOT).contains("CKR_PIN")) {
+                return true; // CKR_PIN_INCORRECT / CKR_PIN_LOCKED / CKR_PIN_INVALID / ...
+            }
+            t = t.getCause();
+        }
+        return false;
+    }
+
+    private Provider buildPkcs11Provider(String libraryPath, Integer slot) {
+        StringBuilder config = new StringBuilder();
+        config.append("--name=").append(providerName(libraryPath)).append('\n');
+        config.append("library=").append(libraryPath).append('\n');
+        if (slot != null) {
+            config.append("slot=").append(slot).append('\n');
+        }
+        try {
+            return Security.getProvider(PKCS11_BASE_PROVIDER).configure(config.toString());
+        } catch (Exception e) {
+            throw ExceptionUtils.createIllegalArgumentException(
+                    "error.pkcs11ConfigFailed",
+                    "Failed to initialise the PKCS#11 driver: {0}",
+                    e.getMessage());
+        }
+    }
+
+    public List<HardwareCertificateInfo> listPkcs11Certificates(
+            String libraryPath, Integer slot, char[] pin) throws Exception {
+        try (Pkcs11Session session = openPkcs11(libraryPath, slot, pin)) {
+            return listSigningCertificates(session.keyStore(), SOURCE_PKCS11);
+        }
+    }
+
+    /**
+     * Reject driver paths that are not detected on disk / configured - blocks arbitrary DLL loads.
+     */
+    public void validateLibraryAllowed(String libraryPath) {
+        if (libraryPath == null || libraryPath.isBlank()) {
+            throw ExceptionUtils.createIllegalArgumentException(
+                    "error.pkcs11LibraryRequired", "A PKCS#11 driver library path is required");
+        }
+        Set<String> allowed =
+                detectPkcs11Libraries().stream()
+                        .map(Pkcs11LibraryInfo::path)
+                        .collect(Collectors.toSet());
+        boolean ok = allowed.stream().anyMatch(p -> sameFile(p, libraryPath));
+        if (!ok) {
+            throw ExceptionUtils.createIllegalArgumentException(
+                    "error.pkcs11LibraryNotAllowed",
+                    "PKCS#11 driver is not in the allowed list. Add it via the"
+                            + " STIRLING_PKCS11_LIBRARIES setting: {0}",
+                    libraryPath);
+        }
+    }
+
+    // ---------------------------------------------------------------------
+    // Shared helpers
+    // ---------------------------------------------------------------------
+
+    private List<HardwareCertificateInfo> listSigningCertificates(KeyStore ks, String source)
+            throws Exception {
+        List<HardwareCertificateInfo> certs = new ArrayList<>();
+        Enumeration<String> aliases = ks.aliases();
+        while (aliases.hasMoreElements()) {
+            String alias = aliases.nextElement();
+            if (!ks.isKeyEntry(alias)) {
+                continue; // only entries we can sign with
+            }
+            Certificate cert = ks.getCertificate(alias);
+            if (cert instanceof X509Certificate x509) {
+                certs.add(toInfo(alias, x509, source));
+            }
+        }
+        return certs;
+    }
+
+    private static HardwareCertificateInfo toInfo(
+            String alias, X509Certificate cert, String source) {
+        java.util.Date now = new java.util.Date();
+        return new HardwareCertificateInfo(
+                alias,
+                source,
+                cert.getSubjectX500Principal().getName(),
+                cert.getIssuerX500Principal().getName(),
+                commonName(cert.getSubjectX500Principal()),
+                commonName(cert.getIssuerX500Principal()),
+                cert.getSerialNumber().toString(16),
+                cert.getPublicKey().getAlgorithm(),
+                cert.getNotBefore().toInstant().toString(),
+                cert.getNotAfter().toInstant().toString(),
+                now.after(cert.getNotAfter()),
+                now.before(cert.getNotBefore()));
+    }
+
+    private static String commonName(X500Principal principal) {
+        try {
+            X500Name x500Name = new X500Name(principal.getName());
+            RDN[] rdns = x500Name.getRDNs(BCStyle.CN);
+            if (rdns.length > 0) {
+                return IETFUtils.valueToString(rdns[0].getFirst().getValue());
+            }
+        } catch (Exception e) {
+            log.debug("Could not parse common name from {}", principal.getName());
+        }
+        return principal.getName();
+    }
+
+    private static String providerName(String libraryPath) {
+        String base = fileName(libraryPath).replaceAll("[^a-zA-Z0-9]", "");
+        if (base.isEmpty()) {
+            base = "token";
+        }
+        return "StirlingHW" + base;
+    }
+
+    private static String fileName(String path) {
+        try {
+            return Path.of(path).getFileName().toString();
+        } catch (Exception e) {
+            return path;
+        }
+    }
+
+    private static boolean sameFile(String a, String b) {
+        if (a == null || b == null) {
+            return false;
+        }
+        try {
+            Path pa = Path.of(a);
+            Path pb = Path.of(b);
+            if (Files.exists(pa) && Files.exists(pb)) {
+                return Files.isSameFile(pa, pb);
+            }
+            return pa.toAbsolutePath().normalize().equals(pb.toAbsolutePath().normalize());
+        } catch (Exception e) {
+            return a.equalsIgnoreCase(b);
+        }
+    }
+}

app/core/src/main/resources/settings.yml.template

@@ -62,8 +62,6 @@ security:
     # IMPORTANT: For SAML setup, download your SP metadata from the BACKEND URL: http://localhost:8080/saml2/service-provider-metadata/{registrationId}
     # Do NOT use the frontend dev server URL (localhost:5173) as it will generate incorrect ACS URLs. Always use the backend URL (localhost:8080) for SAML configuration.
   jwt: # This feature is currently under development and not yet fully supported. Do not use in production.
-    persistence: true # Set to 'true' to enable JWT key store
-    enableKeyRotation: true # Set to 'true' to enable key pair rotation
     enableKeyCleanup: true # Set to 'true' to enable key pair cleanup
     tokenExpiryMinutes: 1440 # JWT access token lifetime in minutes for web clients (1 day).
     desktopTokenExpiryMinutes: 43200 # JWT access token lifetime in minutes for desktop clients (30 days).
@@ -141,10 +139,10 @@ telegram:
   botUsername: "" # Telegram bot username (without @)
   pipelineInboxFolder: telegram # Name of the pipeline inbox folder for Telegram uploads
   customFolderSuffix: true # set to 'true' to allow users to specify custom target folders via UserID
-  enableAllowUserIDs: true # set to 'true' to restrict access to specific Telegram user IDs
-  allowUserIDs: [] # List of allowed Telegram user IDs (e.g. [123456789, 987654321]). Leave empty to allow all users.
-  enableAllowChannelIDs: true # set to 'true' to restrict access to specific Telegram channel IDs
-  allowChannelIDs: [] # List of allowed Telegram channel IDs (e.g. [-1001234567890, -1009876543210]). Leave empty to allow all channels.
+  enableAllowUserIDs: true # set to 'true' to restrict access to specific Telegram user IDs. NOTE: only takes effect when allowUserIDs is non-empty; with an empty list every user is still allowed even when this is 'true'
+  allowUserIDs: [] # List of allowed Telegram user IDs (e.g. [123456789, 987654321]). Leave empty to allow all users (the enableAllowUserIDs toggle has no effect until this list is populated).
+  enableAllowChannelIDs: true # set to 'true' to restrict access to specific Telegram channel IDs. NOTE: only takes effect when allowChannelIDs is non-empty; with an empty list every channel is still allowed even when this is 'true'
+  allowChannelIDs: [] # List of allowed Telegram channel IDs (e.g. [-1001234567890, -1009876543210]). Leave empty to allow all channels (the enableAllowChannelIDs toggle has no effect until this list is populated).
   processingTimeoutSeconds: 180 # Maximum time in seconds to wait for processing a Telegram request
   pollingIntervalMillis: 2000 # Interval in milliseconds between polling for new messages
   feedback:
@@ -172,7 +170,7 @@ legal:
 
 system:
   defaultLocale: "" # force a default language for new users (e.g. 'en-US', 'de-DE'). Empty string auto-detects from the browser, falling back to en-US
-  googlevisibility: false # 'true' to allow Google visibility (via robots.txt), 'false' to disallow
+  googlevisibility: false # 'true' serves an allow-all /robots.txt; 'false' serves a disallow-all /robots.txt to keep the instance out of search engines
   enableAlphaFunctionality: false # set to enable functionality which might need more testing before it fully goes live (this feature might make no changes)
   showUpdate: true # see when a new update is available
   showUpdateOnlyAdmin: true # only admins can see when a new update is available, depending on showUpdate it must be set to 'true'
@@ -186,7 +184,7 @@ system:
   enableUrlToPDF: false # Set to 'true' to enable URL to PDF, INTERNAL ONLY, known security issues, should not be used externally
   disableSanitize: false # set to true to disable Sanitize HTML; (can lead to injections in HTML)
   maxDPI: 500 # Maximum allowed DPI for PDF to image conversion
-  corsAllowedOrigins: [] # List of allowed origins for CORS (e.g. ['http://localhost:5173', 'https://app.example.com']). Leave empty to disable CORS. For local development with frontend on port 5173, add 'http://localhost:5173'
+  corsAllowedOrigins: [] # List of allowed origins for CORS (e.g. ['http://localhost:5173', 'https://app.example.com']). WARNING: leaving this empty falls back to allowing ALL origins (with credentials), it does NOT disable CORS. Set explicit origins to lock it down.
   backendUrl: "" # Backend base URL for SAML/OAuth/API callbacks (e.g. 'http://localhost:8080' for dev, 'https://api.example.com' for production). REQUIRED for SSO authentication to work correctly. This is where your IdP will send SAML responses and OAuth callbacks. Leave empty to default to 'http://localhost:8080' in development.
   frontendUrl: "" # Frontend URL for invite email links (e.g. 'https://app.example.com'). Optional - if not set, will use backendUrl. This is the URL users click in invite emails.
   enableMobileScanner: true # Enable mobile phone QR code upload feature. Requires frontendUrl to be configured.
@@ -197,7 +195,7 @@ system:
     stretchToFit: false # Whether to stretch images to fill the entire page (may distort aspect ratio). If false, images are centered with preserved aspect ratio. Only applies when convertToPdf is true.
   serverCertificate:
     enabled: true # Enable server-side certificate for "Sign with Stirling-PDF" option
-    organizationName: Stirling-PDF # Organization name for generated certificates
+    organizationName: Stirling PDF Inc # Organization name for generated certificates
     validity: 365 # Certificate validity in days
     regenerateOnStartup: false # Generate new certificate on each startup
   html:
@@ -304,7 +302,7 @@ autoPipeline:
     allowedExtensions: [] # Optional extension allow-list (case-insensitive, without the leading dot). Empty list = accept all extensions. Example: ["pdf", "tiff"]
 
 ui:
-  appNameNavbar: "" # name displayed on the navigation bar
+  appNameNavbar: "" # custom app/brand name. NOTE: no longer shown in the navbar (the navbar renders the logo). It IS used as the browser tab title and as the TOTP/2FA issuer label in authenticator apps. Empty falls back to "Stirling PDF"
   logoStyle: classic # Options: 'classic' (default - classic S icon) or 'modern' (minimalist logo)
   languages: [] # If empty, all languages are enabled. To restrict to specific languages, use a whitelist like ["de_DE", "pl_PL", "sv_SE"]. Empty list or not restricting any languages will enable all available languages.
   defaultHideUnavailableTools: false # Default user preference: hide disabled tools instead of greying them out

app/core/src/main/resources/static/3rdPartyLicenses.json

@@ -179,6 +179,13 @@
             "moduleLicense": "Apache-2.0",
             "moduleLicenseUrl": "https://www.apache.org/licenses/LICENSE-2.0.txt"
         },
+        {
+            "moduleName": "com.google.code.gson:gson",
+            "moduleUrl": "https://github.com/google/gson",
+            "moduleVersion": "2.14.0",
+            "moduleLicense": "Apache-2.0",
+            "moduleLicenseUrl": "https://www.apache.org/licenses/LICENSE-2.0.txt"
+        },
         {
             "moduleName": "com.google.errorprone:error_prone_annotations",
             "moduleUrl": "https://errorprone.info/error_prone_annotations",
@@ -186,6 +193,13 @@
             "moduleLicense": "Apache 2.0",
             "moduleLicenseUrl": "http://www.apache.org/licenses/LICENSE-2.0.txt"
         },
+        {
+            "moduleName": "com.google.errorprone:error_prone_annotations",
+            "moduleUrl": "https://errorprone.info/error_prone_annotations",
+            "moduleVersion": "2.48.0",
+            "moduleLicense": "Apache 2.0",
+            "moduleLicenseUrl": "http://www.apache.org/licenses/LICENSE-2.0.txt"
+        },
         {
             "moduleName": "com.google.guava:failureaccess",
             "moduleUrl": "https://github.com/google/guava/",
@@ -629,13 +643,6 @@
             "moduleLicense": "Apache License, Version 2.0",
             "moduleLicenseUrl": "http://www.apache.org/licenses/LICENSE-2.0.txt"
         },
-        {
-            "moduleName": "commons-io:commons-io",
-            "moduleUrl": "https://commons.apache.org/proper/commons-io/",
-            "moduleVersion": "2.21.0",
-            "moduleLicense": "Apache-2.0",
-            "moduleLicenseUrl": "https://www.apache.org/licenses/LICENSE-2.0.txt"
-        },
         {
             "moduleName": "commons-io:commons-io",
             "moduleUrl": "https://commons.apache.org/proper/commons-io/",

app/core/src/test/java/stirling/software/SPDF/controller/api/RearrangePagesPDFControllerTest.java

@@ -9,6 +9,7 @@ import java.io.File;
 import java.io.IOException;
 import java.nio.file.Files;
 import java.util.ArrayList;
+import java.util.HashSet;
 import java.util.List;
 
 import org.apache.pdfbox.Loader;
@@ -302,6 +303,11 @@ class RearrangePagesPDFControllerTest {
             assertNotNull(response);
             // 2 pages * 3 duplicates = 6 final pages
             assertEquals(6, realDoc.getNumberOfPages());
+            // Each duplicate must be a distinct page node in the saved output; a shared
+            // node under multiple /Kids is an invalid tree readers reject as cyclic.
+            List<Object> savedPages = reloadAndSnapshot(response);
+            assertEquals(6, savedPages.size());
+            assertEquals(6, new HashSet<>(savedPages).size());
         }
     }
 
@@ -323,4 +329,29 @@ class RearrangePagesPDFControllerTest {
             assertEquals(4, realDoc.getNumberOfPages());
         }
     }
+
+    @Test
+    void testRearrangePages_SideStitchBooklet_RepeatedPaddingPagesAreDistinctNodes()
+            throws IOException {
+        MockMultipartFile file = createMockPdf();
+        RearrangePagesRequest request = new RearrangePagesRequest();
+        request.setFileInput(file);
+        request.setPageNumbers("");
+        request.setCustomMode("SIDE_STITCH_BOOKLET_SORT");
+
+        // 6 pages is not a multiple of 4, so booklet padding repeats the last page index
+        // several times; each repeat must be a distinct page node, not one shared node.
+        try (PDDocument realDoc = buildRealPdf(6)) {
+            when(pdfDocumentFactory.load(file)).thenReturn(realDoc);
+
+            ResponseEntity<Resource> response = controller.rearrangePages(request);
+
+            assertNotNull(response);
+            assertEquals(200, response.getStatusCode().value());
+            assertEquals(8, realDoc.getNumberOfPages());
+            List<Object> savedPages = reloadAndSnapshot(response);
+            assertEquals(8, savedPages.size());
+            assertEquals(8, new HashSet<>(savedPages).size());
+        }
+    }
 }

app/core/src/test/java/stirling/software/SPDF/controller/api/security/CertSignControllerTest.java

@@ -30,7 +30,10 @@ import org.springframework.http.ResponseEntity;
 import org.springframework.mock.web.MockMultipartFile;
 import org.springframework.web.multipart.MultipartFile;
 
+import jakarta.servlet.http.HttpServletRequest;
+
 import stirling.software.SPDF.model.api.security.SignPDFWithCertRequest;
+import stirling.software.SPDF.service.HardwareKeyStoreService;
 import stirling.software.common.service.CustomPDFDocumentFactory;
 import stirling.software.common.util.TempFile;
 import stirling.software.common.util.TempFileManager;
@@ -51,6 +54,8 @@ class CertSignControllerTest {
 
     @Mock private CustomPDFDocumentFactory pdfDocumentFactory;
     @Mock private TempFileManager tempFileManager;
+    @Mock private HardwareKeyStoreService hardwareKeyStoreService;
+    @Mock private HttpServletRequest httpRequest;
 
     @InjectMocks private CertSignController certSignController;
 
@@ -169,7 +174,8 @@ class CertSignControllerTest {
         request.setPageNumber(1);
         request.setShowLogo(false);
 
-        ResponseEntity<Resource> response = certSignController.signPDFWithCert(request);
+        ResponseEntity<Resource> response =
+                certSignController.signPDFWithCert(request, httpRequest);
 
         assertNotNull(response.getBody());
         assertTrue(drainBody(response).length > 0);
@@ -195,7 +201,8 @@ class CertSignControllerTest {
         request.setPageNumber(1);
         request.setShowLogo(false);
 
-        ResponseEntity<Resource> response = certSignController.signPDFWithCert(request);
+        ResponseEntity<Resource> response =
+                certSignController.signPDFWithCert(request, httpRequest);
 
         assertNotNull(response.getBody());
         assertTrue(drainBody(response).length > 0);
@@ -221,7 +228,7 @@ class CertSignControllerTest {
         IllegalArgumentException exception =
                 assertThrows(
                         IllegalArgumentException.class,
-                        () -> certSignController.signPDFWithCert(request));
+                        () -> certSignController.signPDFWithCert(request, httpRequest));
 
         assertTrue(exception.getMessage().contains("PKCS12 keystore"));
     }
@@ -247,7 +254,8 @@ class CertSignControllerTest {
         request.setPageNumber(1);
         request.setShowLogo(false);
 
-        ResponseEntity<Resource> response = certSignController.signPDFWithCert(request);
+        ResponseEntity<Resource> response =
+                certSignController.signPDFWithCert(request, httpRequest);
 
         assertNotNull(response.getBody());
         assertTrue(drainBody(response).length > 0);
@@ -278,7 +286,8 @@ class CertSignControllerTest {
         request.setPageNumber(1);
         request.setShowLogo(false);
 
-        ResponseEntity<Resource> response = certSignController.signPDFWithCert(request);
+        ResponseEntity<Resource> response =
+                certSignController.signPDFWithCert(request, httpRequest);
 
         assertNotNull(response.getBody());
         assertTrue(drainBody(response).length > 0);
@@ -309,7 +318,8 @@ class CertSignControllerTest {
         request.setPageNumber(1);
         request.setShowLogo(false);
 
-        ResponseEntity<Resource> response = certSignController.signPDFWithCert(request);
+        ResponseEntity<Resource> response =
+                certSignController.signPDFWithCert(request, httpRequest);
 
         assertNotNull(response.getBody());
         assertTrue(drainBody(response).length > 0);
@@ -340,7 +350,8 @@ class CertSignControllerTest {
         request.setPageNumber(1);
         request.setShowLogo(false);
 
-        ResponseEntity<Resource> response = certSignController.signPDFWithCert(request);
+        ResponseEntity<Resource> response =
+                certSignController.signPDFWithCert(request, httpRequest);
 
         assertNotNull(response.getBody());
         assertTrue(drainBody(response).length > 0);
@@ -371,7 +382,8 @@ class CertSignControllerTest {
         request.setPageNumber(1);
         request.setShowLogo(false);
 
-        ResponseEntity<Resource> response = certSignController.signPDFWithCert(request);
+        ResponseEntity<Resource> response =
+                certSignController.signPDFWithCert(request, httpRequest);
 
         assertNotNull(response.getBody());
         assertTrue(drainBody(response).length > 0);

app/core/src/test/java/stirling/software/SPDF/service/CertificateValidationServiceMoreTest.java

@@ -89,9 +89,13 @@ class CertificateValidationServiceMoreTest {
     }
 
     private static ApplicationProperties defaultProps() {
-        // Real POJO defaults: trust all off, revocation "none".
+        // Test baseline: every trust source explicitly off so each test enables only what it
+        // exercises (the shipped POJO defaults now enable system + Mozilla trust).
         ApplicationProperties props = new ApplicationProperties();
-        props.getSecurity().getValidation().getTrust().setServerAsAnchor(false);
+        var trust = props.getSecurity().getValidation().getTrust();
+        trust.setServerAsAnchor(false);
+        trust.setUseSystemTrust(false);
+        trust.setUseMozillaBundle(false);
         return props;
     }
 

app/core/src/test/java/stirling/software/SPDF/service/HardwareKeyStoreServiceTest.java

@@ -0,0 +1,146 @@
+package stirling.software.SPDF.service;
+
+import static org.junit.jupiter.api.Assertions.assertDoesNotThrow;
+import static org.junit.jupiter.api.Assertions.assertFalse;
+import static org.junit.jupiter.api.Assertions.assertThrows;
+import static org.junit.jupiter.api.Assertions.assertTrue;
+import static org.mockito.Mockito.mock;
+import static org.mockito.Mockito.when;
+
+import java.nio.file.Files;
+import java.nio.file.Path;
+
+import org.junit.jupiter.api.Test;
+import org.junit.jupiter.api.io.TempDir;
+
+import jakarta.servlet.http.HttpServletRequest;
+
+import stirling.software.SPDF.model.api.security.HardwareSigningCapabilities;
+
+/** Unit tests for the gating / allowlist logic that protects the hardware signing paths. */
+class HardwareKeyStoreServiceTest {
+
+    private static final String PKCS11_PROP = "stirling.pkcs11.libraries";
+
+    private HardwareKeyStoreService service(String machineType) {
+        return new HardwareKeyStoreService(machineType);
+    }
+
+    @Test
+    void isDesktop_trueOnlyForClientMachineTypes() {
+        assertTrue(service("Client-windows").isDesktop());
+        assertTrue(service("Client-mac").isDesktop());
+        assertTrue(service("Client-unix").isDesktop());
+        assertFalse(service("Server-jar").isDesktop());
+        assertFalse(service("Docker").isDesktop());
+        assertFalse(service(null).isDesktop());
+    }
+
+    @Test
+    void isDesktop_trueInTauriModeEvenWithoutClientMachineType() {
+        // The Tauri bundle sets STIRLING_PDF_TAURI_MODE=true while machineType stays Server-jar.
+        String previous = System.getProperty("STIRLING_PDF_TAURI_MODE");
+        try {
+            System.setProperty("STIRLING_PDF_TAURI_MODE", "true");
+            assertTrue(service("Server-jar").isDesktop());
+            assertTrue(service(null).isDesktop());
+        } finally {
+            if (previous == null) {
+                System.clearProperty("STIRLING_PDF_TAURI_MODE");
+            } else {
+                System.setProperty("STIRLING_PDF_TAURI_MODE", previous);
+            }
+        }
+    }
+
+    @Test
+    void capabilities_notDesktop_reportsUnavailable() {
+        HardwareSigningCapabilities caps = service("Server-jar").capabilities();
+        assertFalse(caps.desktop());
+        assertFalse(caps.windowsStoreSupported());
+        assertFalse(caps.pkcs11Supported());
+        assertTrue(caps.detectedLibraries().isEmpty());
+    }
+
+    @Test
+    void capabilities_desktop_reportsOsName() {
+        HardwareSigningCapabilities caps = service("Client-windows").capabilities();
+        assertTrue(caps.desktop());
+        assertFalse(caps.osName().isBlank());
+    }
+
+    @Test
+    void assertLocalDesktop_rejectsNonDesktop() {
+        HttpServletRequest request = mock(HttpServletRequest.class);
+        when(request.getRemoteAddr()).thenReturn("127.0.0.1");
+        assertThrows(
+                IllegalArgumentException.class,
+                () -> service("Server-jar").assertLocalDesktop(request));
+    }
+
+    @Test
+    void assertLocalDesktop_rejectsRemoteCallerEvenOnDesktop() {
+        HttpServletRequest request = mock(HttpServletRequest.class);
+        // 203.0.113.0/24 is TEST-NET-3 (RFC 5737) - never a real local interface address.
+        when(request.getRemoteAddr()).thenReturn("203.0.113.5");
+        assertThrows(
+                IllegalArgumentException.class,
+                () -> service("Client-windows").assertLocalDesktop(request));
+    }
+
+    @Test
+    void assertLocalDesktop_allowsLoopbackOnDesktop() {
+        HttpServletRequest request = mock(HttpServletRequest.class);
+        when(request.getRemoteAddr()).thenReturn("127.0.0.1");
+        assertDoesNotThrow(() -> service("Client-windows").assertLocalDesktop(request));
+        // No servlet context (e.g. internal call) is also allowed.
+        assertDoesNotThrow(() -> service("Client-windows").assertLocalDesktop(null));
+    }
+
+    @Test
+    void isLocalRequest_acceptsLoopbackForms_rejectsRemote() {
+        assertTrue(HardwareKeyStoreService.isLocalRequest("127.0.0.1"));
+        assertTrue(HardwareKeyStoreService.isLocalRequest("::1"));
+        assertTrue(HardwareKeyStoreService.isLocalRequest("0:0:0:0:0:0:0:1"));
+        // IPv4-mapped IPv6 loopback - what Tomcat reports for the desktop webview.
+        assertTrue(HardwareKeyStoreService.isLocalRequest("::ffff:127.0.0.1"));
+        assertFalse(HardwareKeyStoreService.isLocalRequest("203.0.113.5"));
+        assertFalse(HardwareKeyStoreService.isLocalRequest(null));
+    }
+
+    @Test
+    void validateLibraryAllowed_blankPath_throws() {
+        assertThrows(
+                IllegalArgumentException.class,
+                () -> service("Client-windows").validateLibraryAllowed("   "));
+    }
+
+    @Test
+    void validateLibraryAllowed_unknownPath_throws() {
+        assertThrows(
+                IllegalArgumentException.class,
+                () ->
+                        service("Client-windows")
+                                .validateLibraryAllowed("/definitely/not/a/real/driver.so"));
+    }
+
+    @Test
+    void validateLibraryAllowed_configuredPath_isAllowed(@TempDir Path tempDir) throws Exception {
+        Path fakeDriver = Files.createFile(tempDir.resolve("fake-pkcs11.so"));
+        String previous = System.getProperty(PKCS11_PROP);
+        try {
+            System.setProperty(PKCS11_PROP, fakeDriver.toString());
+            HardwareKeyStoreService service = service("Client-windows");
+            assertDoesNotThrow(() -> service.validateLibraryAllowed(fakeDriver.toString()));
+            assertTrue(
+                    service.detectPkcs11Libraries().stream()
+                            .anyMatch(l -> l.path().equals(fakeDriver.toString())));
+        } finally {
+            if (previous == null) {
+                System.clearProperty(PKCS11_PROP);
+            } else {
+                System.setProperty(PKCS11_PROP, previous);
+            }
+        }
+    }
+}

app/proprietary/build.gradle

@@ -80,6 +80,10 @@ dependencies {
     implementation "software.amazon.awssdk:s3:${awsSdkVersion}"
     implementation "software.amazon.awssdk:url-connection-client:${awsSdkVersion}"
 
+    // @DataJpaTest slice (Boot 4 ships test slices as separate starters, like webmvc-test at the
+    // root) so policy.source repositories can be exercised against embedded H2.
+    testImplementation 'org.springframework.boot:spring-boot-starter-data-jpa-test'
+
     // Testcontainers: real MinIO/LocalStack (S3) and Valkey for integration tests in CI without
     // manually-started instances. Tests skip cleanly when Docker is unavailable.
     testImplementation "org.testcontainers:testcontainers:${testcontainersMinioVersion}"

app/proprietary/src/main/java/stirling/software/proprietary/access/config/AccessConfig.java

@@ -0,0 +1,29 @@
+package stirling.software.proprietary.access.config;
+
+import org.springframework.boot.autoconfigure.condition.ConditionalOnMissingBean;
+import org.springframework.context.annotation.Bean;
+import org.springframework.context.annotation.Configuration;
+
+import stirling.software.proprietary.access.service.DefaultPrincipalResolver;
+import stirling.software.proprietary.access.service.DefaultTeamLeadLookup;
+import stirling.software.proprietary.access.service.PrincipalResolver;
+import stirling.software.proprietary.access.service.TeamLeadLookup;
+
+/** Access-layer bean wiring. */
+@Configuration
+public class AccessConfig {
+
+    /** No-op {@link TeamLeadLookup} unless another bean is defined. */
+    @Bean
+    @ConditionalOnMissingBean(TeamLeadLookup.class)
+    TeamLeadLookup defaultTeamLeadLookup() {
+        return new DefaultTeamLeadLookup();
+    }
+
+    /** USER/TEAM projection unless another bean is defined (e.g. the saas resolver). */
+    @Bean
+    @ConditionalOnMissingBean(PrincipalResolver.class)
+    PrincipalResolver defaultPrincipalResolver() {
+        return new DefaultPrincipalResolver();
+    }
+}

app/proprietary/src/main/java/stirling/software/proprietary/access/controller/ResourceGrantController.java

@@ -0,0 +1,130 @@
+package stirling.software.proprietary.access.controller;
+
+import java.util.HashMap;
+import java.util.List;
+import java.util.Map;
+
+import org.springframework.http.ResponseEntity;
+import org.springframework.security.access.prepost.PreAuthorize;
+import org.springframework.security.core.annotation.AuthenticationPrincipal;
+import org.springframework.web.bind.annotation.DeleteMapping;
+import org.springframework.web.bind.annotation.GetMapping;
+import org.springframework.web.bind.annotation.PathVariable;
+import org.springframework.web.bind.annotation.PostMapping;
+import org.springframework.web.bind.annotation.RequestBody;
+import org.springframework.web.bind.annotation.RequestMapping;
+import org.springframework.web.bind.annotation.RequestParam;
+import org.springframework.web.bind.annotation.RestController;
+
+import io.swagger.v3.oas.annotations.tags.Tag;
+
+import lombok.RequiredArgsConstructor;
+
+import stirling.software.proprietary.access.model.AccessPermission;
+import stirling.software.proprietary.access.model.PrincipalType;
+import stirling.software.proprietary.access.model.ResourceGrant;
+import stirling.software.proprietary.access.model.ResourceType;
+import stirling.software.proprietary.access.service.ResourceAccessService;
+import stirling.software.proprietary.security.database.repository.UserRepository;
+import stirling.software.proprietary.security.model.User;
+import stirling.software.proprietary.security.repository.TeamRepository;
+
+/** Admin endpoints to grant/revoke access to gated resources (the portal, integration configs). */
+@RestController
+@RequestMapping("/api/v1/admin/access")
+@RequiredArgsConstructor
+@PreAuthorize("hasRole('ADMIN')")
+@Tag(name = "Access Control", description = "Manage resource access grants (portal, integrations)")
+public class ResourceGrantController {
+
+    private final ResourceAccessService accessService;
+    private final UserRepository userRepository;
+    private final TeamRepository teamRepository;
+
+    @GetMapping("/grants")
+    public ResponseEntity<?> list(
+            @RequestParam ResourceType resourceType,
+            @RequestParam(required = false, defaultValue = "") String resourceId) {
+        List<ResourceGrant> grants = accessService.listGrants(resourceType, resourceId);
+        return ResponseEntity.ok(grants.stream().map(this::toDto).toList());
+    }
+
+    @GetMapping("/grants/by-principal")
+    public ResponseEntity<?> listByPrincipal(
+            @RequestParam PrincipalType principalType, @RequestParam Long principalId) {
+        List<ResourceGrant> grants =
+                accessService.listGrantsForPrincipal(principalType, principalId);
+        return ResponseEntity.ok(grants.stream().map(this::toDto).toList());
+    }
+
+    @PostMapping("/grants")
+    public ResponseEntity<?> create(
+            @RequestBody GrantRequest request, @AuthenticationPrincipal User admin) {
+        if (request.resourceType() == null
+                || request.principalType() == null
+                || request.principalId() == null) {
+            return ResponseEntity.badRequest()
+                    .body(
+                            Map.of(
+                                    "error",
+                                    "resourceType, principalType and principalId are required"));
+        }
+        // PORTAL is a singleton (empty resourceId); every other type must name a resource.
+        boolean portal = request.resourceType() == ResourceType.PORTAL;
+        if (!portal && (request.resourceId() == null || request.resourceId().isBlank())) {
+            return ResponseEntity.badRequest()
+                    .body(Map.of("error", "resourceId is required for " + request.resourceType()));
+        }
+        Long principalId = request.principalId();
+        String principalError = validatePrincipalExists(request.principalType(), principalId);
+        if (principalError != null) {
+            return ResponseEntity.badRequest().body(Map.of("error", principalError));
+        }
+        AccessPermission permission =
+                request.permission() == null ? AccessPermission.USE : request.permission();
+        String resourceId = portal ? "" : request.resourceId();
+        ResourceGrant grant =
+                accessService.grant(
+                        request.resourceType(),
+                        resourceId,
+                        request.principalType(),
+                        principalId,
+                        permission,
+                        admin);
+        return ResponseEntity.ok(toDto(grant));
+    }
+
+    @DeleteMapping("/grants/{id}")
+    public ResponseEntity<?> delete(@PathVariable Long id) {
+        accessService.revoke(id);
+        return ResponseEntity.ok(Map.of("message", "Grant revoked"));
+    }
+
+    // Rejects grants to nonexistent principals (dead rows otherwise).
+    private String validatePrincipalExists(PrincipalType type, Long id) {
+        return switch (type) {
+            case USER -> userRepository.existsById(id) ? null : "User " + id + " does not exist";
+            case TEAM -> teamRepository.existsById(id) ? null : "Team " + id + " does not exist";
+        };
+    }
+
+    private Map<String, Object> toDto(ResourceGrant g) {
+        Map<String, Object> m = new HashMap<>();
+        m.put("id", g.getId());
+        m.put("resourceType", g.getResourceType());
+        m.put("resourceId", g.getResourceId());
+        m.put("principalType", g.getPrincipalType());
+        m.put("principalId", g.getPrincipalId());
+        m.put("permission", g.getPermission());
+        m.put("createdAt", g.getCreatedAt());
+        return m;
+    }
+
+    /** Request body for creating a grant. */
+    public record GrantRequest(
+            ResourceType resourceType,
+            String resourceId,
+            PrincipalType principalType,
+            Long principalId,
+            AccessPermission permission) {}
+}

app/proprietary/src/main/java/stirling/software/proprietary/access/model/AccessPermission.java

@@ -0,0 +1,7 @@
+package stirling.software.proprietary.access.model;
+
+/** Permission level a grant confers. MANAGE implies USE. */
+public enum AccessPermission {
+    USE,
+    MANAGE
+}

app/proprietary/src/main/java/stirling/software/proprietary/access/model/DefaultAccessPolicy.java

@@ -0,0 +1,14 @@
+package stirling.software.proprietary.access.model;
+
+/**
+ * Fallback policy applied when no explicit {@link ResourceGrant} matches. Admins (org owners)
+ * always pass regardless of this policy.
+ */
+public enum DefaultAccessPolicy {
+    // Every authenticated user in the deployment (org) may use the resource.
+    ORG_ALL,
+    // Only org admins and team leaders. This is the default for the portal.
+    ADMINS_AND_TEAM_LEADS,
+    // Nobody but the owner, admins, and explicit grantees.
+    EXPLICIT_ONLY
+}

app/proprietary/src/main/java/stirling/software/proprietary/access/model/OwnedResource.java

@@ -0,0 +1,68 @@
+package stirling.software.proprietary.access.model;
+
+import jakarta.persistence.Column;
+import jakarta.persistence.EnumType;
+import jakarta.persistence.Enumerated;
+import jakarta.persistence.FetchType;
+import jakarta.persistence.JoinColumn;
+import jakarta.persistence.ManyToOne;
+import jakarta.persistence.MappedSuperclass;
+
+import lombok.Getter;
+import lombok.Setter;
+
+import stirling.software.proprietary.model.Team;
+import stirling.software.proprietary.security.model.User;
+
+/** Base for a resource owned by a user, a team, or the server, with grant-based access. */
+@MappedSuperclass
+@Getter
+@Setter
+public abstract class OwnedResource {
+
+    @Enumerated(EnumType.STRING)
+    @Column(name = "scope", nullable = false, length = 32)
+    private OwnerScope scope;
+
+    @ManyToOne(fetch = FetchType.LAZY)
+    @JoinColumn(name = "owner_user_id")
+    private User ownerUser;
+
+    @ManyToOne(fetch = FetchType.LAZY)
+    @JoinColumn(name = "owner_team_id")
+    private Team ownerTeam;
+
+    @Column(name = "enabled", nullable = false)
+    private boolean enabled = true;
+
+    // Server resource that users cannot override with their own of the same kind.
+    @Column(name = "locked", nullable = false)
+    private boolean locked = false;
+
+    // Who, besides owner/admin/grantees, may use this resource.
+    @Enumerated(EnumType.STRING)
+    @Column(name = "default_access", nullable = false, length = 32)
+    private DefaultAccessPolicy defaultAccess = DefaultAccessPolicy.EXPLICIT_ONLY;
+
+    /** Subclass primary key. */
+    public abstract Long getId();
+
+    public Long getOwnerUserId() {
+        return ownerUser != null ? ownerUser.getId() : null;
+    }
+
+    public Long getOwnerTeamId() {
+        return ownerTeam != null ? ownerTeam.getId() : null;
+    }
+
+    /** Owner as a principal ref; null when server-owned (admin-only ownership). */
+    public PrincipalRef getOwnerRef() {
+        if (getOwnerUserId() != null) {
+            return PrincipalRef.user(getOwnerUserId());
+        }
+        if (getOwnerTeamId() != null) {
+            return PrincipalRef.team(getOwnerTeamId());
+        }
+        return null;
+    }
+}

app/proprietary/src/main/java/stirling/software/proprietary/access/model/OwnerScope.java

@@ -0,0 +1,8 @@
+package stirling.software.proprietary.access.model;
+
+/** Ownership scope of an {@link OwnedResource}: a single user, a team, or the whole server. */
+public enum OwnerScope {
+    USER,
+    TEAM,
+    SERVER
+}

app/proprietary/src/main/java/stirling/software/proprietary/access/model/PrincipalRef.java

@@ -0,0 +1,20 @@
+package stirling.software.proprietary.access.model;
+
+import java.util.Locale;
+
+/** A (type, id) principal pair; the atom grants and ownership are expressed in. */
+public record PrincipalRef(PrincipalType type, Long id) {
+
+    public static PrincipalRef user(Long id) {
+        return new PrincipalRef(PrincipalType.USER, id);
+    }
+
+    public static PrincipalRef team(Long id) {
+        return new PrincipalRef(PrincipalType.TEAM, id);
+    }
+
+    /** Canonical engine wire form, e.g. "user:12". */
+    public String token() {
+        return type.name().toLowerCase(Locale.ROOT) + ":" + id;
+    }
+}

app/proprietary/src/main/java/stirling/software/proprietary/access/model/PrincipalType.java

@@ -0,0 +1,7 @@
+package stirling.software.proprietary.access.model;
+
+/** Who a {@link ResourceGrant} is granted to. */
+public enum PrincipalType {
+    USER,
+    TEAM
+}

app/proprietary/src/main/java/stirling/software/proprietary/access/model/ResourceGrant.java

@@ -0,0 +1,86 @@
+package stirling.software.proprietary.access.model;
+
+import java.io.Serializable;
+import java.time.LocalDateTime;
+
+import org.hibernate.annotations.CreationTimestamp;
+
+import jakarta.persistence.Column;
+import jakarta.persistence.Entity;
+import jakarta.persistence.EnumType;
+import jakarta.persistence.Enumerated;
+import jakarta.persistence.FetchType;
+import jakarta.persistence.GeneratedValue;
+import jakarta.persistence.GenerationType;
+import jakarta.persistence.Id;
+import jakarta.persistence.Index;
+import jakarta.persistence.JoinColumn;
+import jakarta.persistence.ManyToOne;
+import jakarta.persistence.Table;
+import jakarta.persistence.UniqueConstraint;
+
+import lombok.Getter;
+import lombok.NoArgsConstructor;
+import lombok.Setter;
+
+import stirling.software.proprietary.security.model.User;
+
+/** Grants a user or team access to a resource. Owner and admin access are implicit. */
+@Entity
+@Table(
+        name = "resource_grants",
+        uniqueConstraints =
+                @UniqueConstraint(
+                        name = "uk_resource_grant",
+                        columnNames = {
+                            "resource_type",
+                            "resource_id",
+                            "principal_type",
+                            "principal_id",
+                            "permission"
+                        }),
+        indexes = {
+            @Index(name = "idx_resource_grants_lookup", columnList = "resource_type,resource_id"),
+            @Index(
+                    name = "idx_resource_grants_principal",
+                    columnList = "principal_type,principal_id")
+        })
+@NoArgsConstructor
+@Getter
+@Setter
+public class ResourceGrant implements Serializable {
+
+    private static final long serialVersionUID = 1L;
+
+    @Id
+    @GeneratedValue(strategy = GenerationType.IDENTITY)
+    @Column(name = "resource_grant_id")
+    private Long id;
+
+    @Enumerated(EnumType.STRING)
+    @Column(name = "resource_type", nullable = false, length = 64)
+    private ResourceType resourceType;
+
+    // Empty string (never null) for a whole-type grant such as the portal.
+    @Column(name = "resource_id", nullable = false, length = 255)
+    private String resourceId = "";
+
+    @Enumerated(EnumType.STRING)
+    @Column(name = "principal_type", nullable = false, length = 32)
+    private PrincipalType principalType;
+
+    @Column(name = "principal_id", nullable = false)
+    private Long principalId;
+
+    @Enumerated(EnumType.STRING)
+    @Column(name = "permission", nullable = false, length = 32)
+    private AccessPermission permission;
+
+    @ManyToOne(fetch = FetchType.LAZY)
+    @JoinColumn(name = "granted_by_user_id")
+    private User grantedBy;
+
+    @CreationTimestamp
+    @Column(name = "created_at", updatable = false)
+    private LocalDateTime createdAt;
+}

app/proprietary/src/main/java/stirling/software/proprietary/access/model/ResourceType.java

@@ -0,0 +1,10 @@
+package stirling.software.proprietary.access.model;
+
+/** Types of resources whose access can be gated by {@link ResourceGrant}. */
+public enum ResourceType {
+    // The admin portal / processor (frontend/editor/src/portal). Singleton resource (empty
+    // resourceId).
+    PORTAL,
+    // A stored S3/MCP/API integration configuration.
+    INTEGRATION_CONFIG
+}

app/proprietary/src/main/java/stirling/software/proprietary/access/repository/ResourceGrantRepository.java

@@ -0,0 +1,44 @@
+package stirling.software.proprietary.access.repository;
+
+import java.util.List;
+
+import org.springframework.data.jpa.repository.JpaRepository;
+import org.springframework.data.jpa.repository.Modifying;
+import org.springframework.data.jpa.repository.Query;
+import org.springframework.data.repository.query.Param;
+import org.springframework.stereotype.Repository;
+
+import stirling.software.proprietary.access.model.PrincipalType;
+import stirling.software.proprietary.access.model.ResourceGrant;
+import stirling.software.proprietary.access.model.ResourceType;
+import stirling.software.proprietary.security.model.User;
+
+@Repository
+public interface ResourceGrantRepository extends JpaRepository<ResourceGrant, Long> {
+
+    List<ResourceGrant> findByResourceTypeAndResourceId(
+            ResourceType resourceType, String resourceId);
+
+    List<ResourceGrant> findByResourceTypeAndPrincipalTypeAndPrincipalId(
+            ResourceType resourceType, PrincipalType principalType, Long principalId);
+
+    /** All grants held by a principal, across resource types (for the manage-access view). */
+    List<ResourceGrant> findByPrincipalTypeAndPrincipalId(
+            PrincipalType principalType, Long principalId);
+
+    void deleteByResourceTypeAndResourceId(ResourceType resourceType, String resourceId);
+
+    /** Removes every grant held by a principal; used when the user/team behind it is deleted. */
+    void deleteByPrincipalTypeAndPrincipalId(PrincipalType principalType, Long principalId);
+
+    // Detach issued grants so deleting the granting user does not hit the FK.
+    @Modifying
+    @Query("update ResourceGrant g set g.grantedBy = null where g.grantedBy = :user")
+    void clearGrantedBy(@Param("user") User user);
+
+    boolean existsByResourceTypeAndResourceIdAndPrincipalTypeAndPrincipalId(
+            ResourceType resourceType,
+            String resourceId,
+            PrincipalType principalType,
+            Long principalId);
+}

app/proprietary/src/main/java/stirling/software/proprietary/access/security/ResourceAccessSecurity.java

@@ -0,0 +1,49 @@
+package stirling.software.proprietary.access.security;
+
+import org.springframework.security.core.Authentication;
+import org.springframework.security.core.context.SecurityContextHolder;
+import org.springframework.security.core.userdetails.UserDetails;
+import org.springframework.stereotype.Component;
+
+import lombok.RequiredArgsConstructor;
+
+import stirling.software.proprietary.access.service.ResourceAccessService;
+import stirling.software.proprietary.security.model.User;
+import stirling.software.proprietary.security.service.UserService;
+
+/**
+ * {@code @PreAuthorize} bean for portal-access checks. Active in self-hosted and saas. Convention:
+ * every portal-exclusive endpoint is gated with
+ * {@code @PreAuthorize("@resourceAccess.canUsePortal()")}; endpoints shared with the editor (e.g.
+ * the policies API) must NOT be.
+ */
+@Component("resourceAccess")
+@RequiredArgsConstructor
+public class ResourceAccessSecurity {
+
+    private final ResourceAccessService accessService;
+    private final UserService userService;
+
+    public boolean canUsePortal() {
+        User user = currentUser();
+        return user != null && accessService.canAccessPortal(user);
+    }
+
+    private User currentUser() {
+        Authentication auth = SecurityContextHolder.getContext().getAuthentication();
+        if (auth == null || !auth.isAuthenticated()) {
+            return null;
+        }
+        Object principal = auth.getPrincipal();
+        if (principal instanceof User user) {
+            return user;
+        }
+        if (principal instanceof UserDetails userDetails) {
+            return userService.findByUsername(userDetails.getUsername()).orElse(null);
+        }
+        if (principal instanceof String username && !"anonymousUser".equals(username)) {
+            return userService.findByUsername(username).orElse(null);
+        }
+        return null;
+    }
+}

app/proprietary/src/main/java/stirling/software/proprietary/access/service/DefaultPrincipalResolver.java

@@ -0,0 +1,32 @@
+package stirling.software.proprietary.access.service;
+
+import java.util.HashSet;
+import java.util.Set;
+
+import stirling.software.proprietary.access.model.PrincipalRef;
+import stirling.software.proprietary.security.model.User;
+
+/**
+ * Self-hosted projection: the user and their team. One deployment = one org, so ORG_ALL is open.
+ */
+public class DefaultPrincipalResolver implements PrincipalResolver {
+
+    @Override
+    public Set<PrincipalRef> principalsOf(User user) {
+        if (user == null) {
+            return Set.of();
+        }
+        Set<PrincipalRef> principals = new HashSet<>();
+        principals.add(PrincipalRef.user(user.getId()));
+        if (user.getTeam() != null) {
+            principals.add(PrincipalRef.team(user.getTeam().getId()));
+        }
+        return principals;
+    }
+
+    // Self-hosted is a single deployment-wide org, so ORG_ALL admits every authenticated user.
+    @Override
+    public boolean allowsDeploymentWideAccess() {
+        return true;
+    }
+}

app/proprietary/src/main/java/stirling/software/proprietary/access/service/DefaultTeamLeadLookup.java

@@ -0,0 +1,17 @@
+package stirling.software.proprietary.access.service;
+
+import stirling.software.proprietary.security.model.User;
+
+/** No-op {@link TeamLeadLookup}: always false. */
+public class DefaultTeamLeadLookup implements TeamLeadLookup {
+
+    @Override
+    public boolean isAnyTeamLeader(User user) {
+        return false;
+    }
+
+    @Override
+    public boolean isLeaderOfTeam(User user, Long teamId) {
+        return false;
+    }
+}

app/proprietary/src/main/java/stirling/software/proprietary/access/service/MembershipTeamLeadLookup.java

@@ -0,0 +1,33 @@
+package stirling.software.proprietary.access.service;
+
+import org.springframework.stereotype.Component;
+
+import lombok.RequiredArgsConstructor;
+
+import stirling.software.common.model.enumeration.TeamRole;
+import stirling.software.proprietary.security.model.User;
+import stirling.software.proprietary.security.repository.TeamMembershipRepository;
+
+/** Real lookup backed by team_memberships LEADER rows; wins over the no-op default bean. */
+@Component
+@RequiredArgsConstructor
+public class MembershipTeamLeadLookup implements TeamLeadLookup {
+
+    private final TeamMembershipRepository memberships;
+
+    @Override
+    public boolean isAnyTeamLeader(User user) {
+        return user != null
+                && user.getId() != null
+                && memberships.existsByUserIdAndRole(user.getId(), TeamRole.LEADER);
+    }
+
+    @Override
+    public boolean isLeaderOfTeam(User user, Long teamId) {
+        return user != null
+                && user.getId() != null
+                && teamId != null
+                && memberships.existsByTeamIdAndUserIdAndRole(
+                        teamId, user.getId(), TeamRole.LEADER);
+    }
+}

app/proprietary/src/main/java/stirling/software/proprietary/access/service/OwnershipService.java

@@ -0,0 +1,120 @@
+package stirling.software.proprietary.access.service;
+
+import java.util.Set;
+import java.util.function.BooleanSupplier;
+
+import org.springframework.http.HttpStatus;
+import org.springframework.stereotype.Service;
+import org.springframework.transaction.annotation.Transactional;
+import org.springframework.web.server.ResponseStatusException;
+
+import lombok.RequiredArgsConstructor;
+
+import stirling.software.common.model.enumeration.Role;
+import stirling.software.proprietary.access.model.OwnedResource;
+import stirling.software.proprietary.access.model.OwnerScope;
+import stirling.software.proprietary.access.model.ResourceType;
+import stirling.software.proprietary.model.Team;
+import stirling.software.proprietary.security.model.User;
+import stirling.software.proprietary.security.repository.TeamRepository;
+
+/** Ownership and access checks for {@link OwnedResource}, backed by the resource-grant ACL. */
+@Service
+@RequiredArgsConstructor
+@Transactional(readOnly = true)
+public class OwnershipService {
+
+    private final ResourceAccessService accessService;
+    private final TeamLeadLookup teamLeadLookup;
+    private final TeamRepository teamRepository;
+
+    /** Whether the user may use the resource. */
+    public boolean canUse(ResourceType type, OwnedResource resource, User user) {
+        if (!resource.isEnabled()) {
+            return isAdmin(user) || isOwner(resource, user);
+        }
+        return accessService.canUseResource(
+                type,
+                String.valueOf(resource.getId()),
+                resource.getOwnerRef(),
+                resource.getDefaultAccess(),
+                user);
+    }
+
+    /** Whether the user may manage the resource. */
+    public boolean canManage(ResourceType type, OwnedResource resource, User user) {
+        // Disabled resources bypass grants for MANAGE too: admin/owner only.
+        if (!resource.isEnabled()) {
+            return isAdmin(user) || isOwner(resource, user);
+        }
+        return accessService.canManageResource(
+                type, String.valueOf(resource.getId()), resource.getOwnerRef(), user);
+    }
+
+    /**
+     * Authorizes the scope and assigns ownership; {@code lockedOverrideBlocks} guards USER scope.
+     */
+    public void assignOwnership(
+            OwnedResource resource,
+            OwnerScope scope,
+            Long teamId,
+            User user,
+            BooleanSupplier lockedOverrideBlocks) {
+        resource.setScope(scope);
+        switch (scope) {
+            case USER -> {
+                if (lockedOverrideBlocks.getAsBoolean() && !isAdmin(user)) {
+                    throw forbidden(
+                            "This is locked to the server configuration by an administrator");
+                }
+                resource.setOwnerUser(user);
+            }
+            case SERVER -> {
+                if (!isAdmin(user)) {
+                    throw forbidden("Only administrators can create server-owned resources");
+                }
+            }
+            case TEAM -> {
+                if (teamId == null) {
+                    throw new ResponseStatusException(
+                            HttpStatus.BAD_REQUEST, "ownerTeamId is required");
+                }
+                Team team =
+                        teamRepository
+                                .findById(teamId)
+                                .orElseThrow(() -> notFound("Team not found"));
+                if (!isAdmin(user) && !teamLeadLookup.isLeaderOfTeam(user, team.getId())) {
+                    throw forbidden("Only admins or team leaders can create team-owned resources");
+                }
+                resource.setOwnerTeam(team);
+            }
+        }
+    }
+
+    /** Resource ids of the given type the user or their team holds a grant on. */
+    public Set<String> grantedResourceIds(ResourceType type, User user) {
+        return accessService.grantedResourceIds(type, user);
+    }
+
+    public boolean isAdmin(User user) {
+        return user.getAuthorities().stream()
+                .anyMatch(a -> Role.ADMIN.getRoleId().equals(a.getAuthority()));
+    }
+
+    public boolean isOwner(OwnedResource resource, User user) {
+        if (resource.getOwnerUserId() != null && resource.getOwnerUserId().equals(user.getId())) {
+            return true;
+        }
+        // Team-owned: the lead of the owning team owns it.
+        return resource.getOwnerTeamId() != null
+                && teamLeadLookup.isLeaderOfTeam(user, resource.getOwnerTeamId());
+    }
+
+    private ResponseStatusException forbidden(String message) {
+        return new ResponseStatusException(HttpStatus.FORBIDDEN, message);
+    }
+
+    private ResponseStatusException notFound(String message) {
+        return new ResponseStatusException(HttpStatus.NOT_FOUND, message);
+    }
+}

app/proprietary/src/main/java/stirling/software/proprietary/access/service/PrincipalResolver.java

@@ -0,0 +1,28 @@
+package stirling.software.proprietary.access.service;
+
+import java.util.Set;
+import java.util.stream.Collectors;
+
+import stirling.software.proprietary.access.model.PrincipalRef;
+import stirling.software.proprietary.security.model.User;
+
+/** Projects a user onto the set of principals they act as. */
+public interface PrincipalResolver {
+
+    /** Every principal the user acts as; empty for a null user. */
+    Set<PrincipalRef> principalsOf(User user);
+
+    /**
+     * Whether this deployment treats every authenticated user as one org, so the {@code ORG_ALL}
+     * default policy admits anyone. Self-hosted: true. Multi-tenant saas: false, so an {@code
+     * ORG_ALL} resource can't leak across tenants. Defaults to false (deny) for safety.
+     */
+    default boolean allowsDeploymentWideAccess() {
+        return false;
+    }
+
+    /** Canonical wire tokens for the engine, e.g. "user:12". */
+    default Set<String> principalTokens(User user) {
+        return principalsOf(user).stream().map(PrincipalRef::token).collect(Collectors.toSet());
+    }
+}

app/proprietary/src/main/java/stirling/software/proprietary/access/service/ResourceAccessService.java

@@ -0,0 +1,205 @@
+package stirling.software.proprietary.access.service;
+
+import java.util.HashSet;
+import java.util.List;
+import java.util.Set;
+
+import org.springframework.beans.factory.annotation.Value;
+import org.springframework.stereotype.Service;
+import org.springframework.transaction.annotation.Transactional;
+
+import lombok.RequiredArgsConstructor;
+import lombok.extern.slf4j.Slf4j;
+
+import stirling.software.common.model.enumeration.Role;
+import stirling.software.proprietary.access.model.AccessPermission;
+import stirling.software.proprietary.access.model.DefaultAccessPolicy;
+import stirling.software.proprietary.access.model.PrincipalRef;
+import stirling.software.proprietary.access.model.PrincipalType;
+import stirling.software.proprietary.access.model.ResourceGrant;
+import stirling.software.proprietary.access.model.ResourceType;
+import stirling.software.proprietary.access.repository.ResourceGrantRepository;
+import stirling.software.proprietary.security.model.User;
+
+/** Resolves access to gated resources: owner, then admin, then grant, then default policy. */
+@Service
+@RequiredArgsConstructor
+@Slf4j
+@Transactional(readOnly = true)
+public class ResourceAccessService {
+
+    private final ResourceGrantRepository grantRepository;
+    private final TeamLeadLookup teamLeadLookup;
+    private final PrincipalResolver principalResolver;
+
+    @Value("${security.portal.defaultAccess:ADMINS_AND_TEAM_LEADS}")
+    private DefaultAccessPolicy portalDefaultPolicy;
+
+    // ---- public checks ----
+
+    /** Whether the user may use the portal / processor. */
+    public boolean canAccessPortal(User user) {
+        return canUseResource(ResourceType.PORTAL, "", null, portalDefaultPolicy, user);
+    }
+
+    /** Whether the user may use a resource, falling back to its default policy. */
+    public boolean canUseResource(
+            ResourceType type,
+            String resourceId,
+            PrincipalRef owner,
+            DefaultAccessPolicy defaultPolicy,
+            User user) {
+        if (user == null) {
+            return false;
+        }
+        if (isOwner(owner, user) || isAdmin(user)) {
+            return true;
+        }
+        if (hasGrant(type, normalize(resourceId), user, AccessPermission.USE)) {
+            return true;
+        }
+        return matchesDefault(defaultPolicy, owner, user);
+    }
+
+    /** Whether the user may manage (edit/delete/share) a resource. No default-policy fallback. */
+    public boolean canManageResource(
+            ResourceType type, String resourceId, PrincipalRef owner, User user) {
+        if (user == null) {
+            return false;
+        }
+        if (isOwner(owner, user) || isAdmin(user)) {
+            return true;
+        }
+        return hasGrant(type, normalize(resourceId), user, AccessPermission.MANAGE);
+    }
+
+    // ---- grant management ----
+
+    @Transactional
+    public ResourceGrant grant(
+            ResourceType type,
+            String resourceId,
+            PrincipalType principalType,
+            Long principalId,
+            AccessPermission permission,
+            User grantedBy) {
+        String rid = normalize(resourceId);
+        ResourceGrant grant =
+                grantRepository.findByResourceTypeAndResourceId(type, rid).stream()
+                        .filter(
+                                g ->
+                                        g.getPrincipalType() == principalType
+                                                && g.getPrincipalId().equals(principalId))
+                        .findFirst()
+                        .orElseGet(ResourceGrant::new);
+        grant.setResourceType(type);
+        grant.setResourceId(rid);
+        grant.setPrincipalType(principalType);
+        grant.setPrincipalId(principalId);
+        grant.setPermission(permission);
+        if (grantedBy != null) {
+            grant.setGrantedBy(grantedBy);
+        }
+        return grantRepository.save(grant);
+    }
+
+    @Transactional
+    public void revoke(Long grantId) {
+        grantRepository.deleteById(grantId);
+    }
+
+    public List<ResourceGrant> listGrants(ResourceType type, String resourceId) {
+        return grantRepository.findByResourceTypeAndResourceId(type, normalize(resourceId));
+    }
+
+    /** Every grant a principal holds, for the per-user/per-team manage-access view. */
+    public List<ResourceGrant> listGrantsForPrincipal(
+            PrincipalType principalType, Long principalId) {
+        return grantRepository.findByPrincipalTypeAndPrincipalId(principalType, principalId);
+    }
+
+    /** Resource ids of the given type that any of the user's principals holds a grant on. */
+    public Set<String> grantedResourceIds(ResourceType type, User user) {
+        if (user == null) {
+            return Set.of();
+        }
+        Set<String> ids = new HashSet<>();
+        for (PrincipalRef principal : principalResolver.principalsOf(user)) {
+            for (ResourceGrant g :
+                    grantRepository.findByResourceTypeAndPrincipalTypeAndPrincipalId(
+                            type, principal.type(), principal.id())) {
+                ids.add(g.getResourceId());
+            }
+        }
+        return ids;
+    }
+
+    // ---- internals ----
+
+    private boolean hasGrant(
+            ResourceType type, String resourceId, User user, AccessPermission required) {
+        Set<PrincipalRef> principals = principalResolver.principalsOf(user);
+        for (ResourceGrant g : grantRepository.findByResourceTypeAndResourceId(type, resourceId)) {
+            if (!permissionSatisfies(g.getPermission(), required)) {
+                continue;
+            }
+            if (principals.contains(new PrincipalRef(g.getPrincipalType(), g.getPrincipalId()))) {
+                return true;
+            }
+        }
+        return false;
+    }
+
+    // MANAGE implies USE.
+    private boolean permissionSatisfies(AccessPermission held, AccessPermission required) {
+        if (required == AccessPermission.USE) {
+            return held == AccessPermission.USE || held == AccessPermission.MANAGE;
+        }
+        return held == AccessPermission.MANAGE;
+    }
+
+    private boolean matchesDefault(DefaultAccessPolicy policy, PrincipalRef owner, User user) {
+        if (policy == null) {
+            return false;
+        }
+        return switch (policy) {
+            // Deployment-wide only where the resolver treats everyone as one org; saas resolvers
+            // return false, so ORG_ALL cannot leak a tenant's resource to another tenant's users.
+            case ORG_ALL -> principalResolver.allowsDeploymentWideAccess();
+            // Admins already pass above; only team leads here, scoped to the owning team.
+            case ADMINS_AND_TEAM_LEADS -> matchesTeamLeadDefault(owner, user);
+            case EXPLICIT_ONLY -> false;
+        };
+    }
+
+    // Portal (no owner) admits any team lead; a team-owned resource admits only that team's
+    // leads; a user-owned resource admits no extra leads.
+    private boolean matchesTeamLeadDefault(PrincipalRef owner, User user) {
+        if (owner == null) {
+            return teamLeadLookup.isAnyTeamLeader(user);
+        }
+        return owner.type() == PrincipalType.TEAM
+                && owner.id() != null
+                && teamLeadLookup.isLeaderOfTeam(user, owner.id());
+    }
+
+    // Team owners are the owning team's leaders; plain members are not.
+    private boolean isOwner(PrincipalRef owner, User user) {
+        if (owner == null || owner.id() == null) {
+            return false;
+        }
+        return switch (owner.type()) {
+            case USER -> owner.id().equals(user.getId());
+            case TEAM -> teamLeadLookup.isLeaderOfTeam(user, owner.id());
+        };
+    }
+
+    private boolean isAdmin(User user) {
+        return user.getAuthorities().stream()
+                .anyMatch(a -> Role.ADMIN.getRoleId().equals(a.getAuthority()));
+    }
+
+    private String normalize(String resourceId) {
+        return resourceId == null ? "" : resourceId;
+    }
+}

app/proprietary/src/main/java/stirling/software/proprietary/access/service/SecretMasker.java

@@ -0,0 +1,168 @@
+package stirling.software.proprietary.access.service;
+
+import java.util.ArrayList;
+import java.util.LinkedHashMap;
+import java.util.List;
+import java.util.Locale;
+import java.util.Map;
+import java.util.Set;
+
+import org.springframework.stereotype.Component;
+
+/** Masks, merges and sanitizes secret values in a config map, recursing into nested maps/lists. */
+@Component
+public class SecretMasker {
+
+    public static final String MASK = "********";
+
+    // Cap recursion so a pathologically nested payload cannot overflow the stack.
+    private static final int MAX_DEPTH = 32;
+
+    // Key-name substrings that mark a value sensitive. Over-masking a non-secret is
+    // safe; leaking a secret is not, so this errs broad - but a per-type schema
+    // whitelist would be a stronger boundary for free-form config (follow-up).
+    private static final Set<String> SENSITIVE_HINTS =
+            Set.of(
+                    "secret",
+                    "password",
+                    "passphrase",
+                    "pwd",
+                    "token",
+                    "apikey",
+                    "accesskey",
+                    "credential",
+                    "privatekey",
+                    "authorization",
+                    "cookie",
+                    "session",
+                    "connectionstring",
+                    "bearer",
+                    "signature");
+
+    /** Replace sensitive values with the mask (recursively) for safe display. */
+    public Map<String, Object> mask(Map<String, Object> config) {
+        return mask(config, 0);
+    }
+
+    /** Drop sensitive blank/masked values from an incoming create payload. */
+    public Map<String, Object> sanitize(Map<String, Object> config) {
+        return sanitize(config, 0);
+    }
+
+    /**
+     * Merge an update over the stored map, keeping stored secrets where the incoming is redacted.
+     */
+    public Map<String, Object> merge(Map<String, Object> stored, Map<String, Object> incoming) {
+        return merge(stored, incoming, 0);
+    }
+
+    private Map<String, Object> mask(Map<String, Object> config, int depth) {
+        Map<String, Object> out = new LinkedHashMap<>();
+        for (Map.Entry<String, Object> e : config.entrySet()) {
+            out.put(e.getKey(), maskValue(e.getKey(), e.getValue(), depth));
+        }
+        return out;
+    }
+
+    private Map<String, Object> sanitize(Map<String, Object> config, int depth) {
+        if (config == null) {
+            return new LinkedHashMap<>();
+        }
+        Map<String, Object> out = new LinkedHashMap<>();
+        for (Map.Entry<String, Object> e : config.entrySet()) {
+            if (isSensitive(e.getKey()) && isRedacted(e.getValue(), depth)) {
+                continue;
+            }
+            out.put(
+                    e.getKey(),
+                    e.getValue() instanceof Map<?, ?> m && depth < MAX_DEPTH
+                            ? sanitize(castMap(m), depth + 1)
+                            : e.getValue());
+        }
+        return out;
+    }
+
+    private Map<String, Object> merge(
+            Map<String, Object> stored, Map<String, Object> incoming, int depth) {
+        // Replace semantics (PUT): the result is the incoming document, except a redacted secret
+        // keeps its stored value. Keys absent from incoming are dropped, so edits can remove them.
+        Map<String, Object> out = new LinkedHashMap<>();
+        for (Map.Entry<String, Object> e : incoming.entrySet()) {
+            String key = e.getKey();
+            Object value = e.getValue();
+            if (isSensitive(key)) {
+                if (isRedacted(value, depth)) {
+                    if (stored.containsKey(key)) {
+                        out.put(key, stored.get(key)); // keep the stored secret
+                    }
+                } else {
+                    out.put(key, value); // a real new secret replaces the stored one
+                }
+                continue;
+            }
+            if (depth < MAX_DEPTH
+                    && stored.get(key) instanceof Map<?, ?> s
+                    && value instanceof Map<?, ?> i) {
+                out.put(key, merge(castMap(s), castMap(i), depth + 1));
+            } else {
+                out.put(key, value);
+            }
+        }
+        return out;
+    }
+
+    // A sensitive key masks its whole value; recurse into non-sensitive containers.
+    private Object maskValue(String key, Object value, int depth) {
+        if (isSensitive(key)) {
+            if (value == null || (value instanceof String s && s.isBlank())) {
+                return value;
+            }
+            return MASK;
+        }
+        if (depth >= MAX_DEPTH) {
+            // Too deep to descend; mask containers rather than risk leaking an unmasked secret.
+            return value instanceof Map<?, ?> || value instanceof List<?> ? MASK : value;
+        }
+        if (value instanceof Map<?, ?> m) {
+            return mask(castMap(m), depth + 1);
+        }
+        if (value instanceof List<?> list) {
+            List<Object> out = new ArrayList<>();
+            for (Object item : list) {
+                out.add(item instanceof Map<?, ?> m ? mask(castMap(m), depth + 1) : item);
+            }
+            return out;
+        }
+        return value;
+    }
+
+    private boolean isSensitive(String key) {
+        String lower = key.toLowerCase(Locale.ROOT);
+        return SENSITIVE_HINTS.stream().anyMatch(lower::contains);
+    }
+
+    /** Blank, the mask placeholder, or any structure that still contains the mask. */
+    private boolean isRedacted(Object value, int depth) {
+        if (value == null) {
+            return true;
+        }
+        if (value instanceof String s) {
+            return s.isBlank() || MASK.equals(s);
+        }
+        if (depth >= MAX_DEPTH) {
+            return false;
+        }
+        if (value instanceof Map<?, ?> m) {
+            return m.values().stream().anyMatch(v -> isRedacted(v, depth + 1));
+        }
+        if (value instanceof List<?> list) {
+            return list.stream().anyMatch(v -> isRedacted(v, depth + 1));
+        }
+        return false;
+    }
+
+    @SuppressWarnings("unchecked")
+    private Map<String, Object> castMap(Map<?, ?> map) {
+        return (Map<String, Object>) map;
+    }
+}

app/proprietary/src/main/java/stirling/software/proprietary/access/service/TeamLeadLookup.java

@@ -0,0 +1,13 @@
+package stirling.software.proprietary.access.service;
+
+import stirling.software.proprietary.security.model.User;
+
+/** Resolves whether a user leads a team. */
+public interface TeamLeadLookup {
+
+    /** Whether the user leads at least one team. */
+    boolean isAnyTeamLeader(User user);
+
+    /** Whether the user leads the given team. */
+    boolean isLeaderOfTeam(User user, Long teamId);
+}

app/proprietary/src/main/java/stirling/software/proprietary/accountlink/AccountLinkClient.java

@@ -0,0 +1,363 @@
+package stirling.software.proprietary.accountlink;
+
+import java.io.IOException;
+import java.net.URI;
+import java.net.http.HttpClient;
+import java.net.http.HttpRequest;
+import java.net.http.HttpResponse;
+import java.time.Duration;
+import java.time.LocalDateTime;
+
+import org.springframework.beans.factory.annotation.Autowired;
+import org.springframework.boot.autoconfigure.condition.ConditionalOnProperty;
+import org.springframework.context.annotation.Profile;
+import org.springframework.stereotype.Service;
+
+import lombok.extern.slf4j.Slf4j;
+
+import stirling.software.proprietary.billing.UnitCalcPolicy;
+
+import tools.jackson.databind.JsonNode;
+import tools.jackson.databind.ObjectMapper;
+import tools.jackson.databind.node.ObjectNode;
+
+/**
+ * Outbound calls from a self-hosted instance to its linked SaaS backend (combined-billing "Mode
+ * A").
+ *
+ * <p>Calls:
+ *
+ * <ul>
+ *   <li>{@link #register} — relays the admin's short-lived Supabase JWT to {@code POST
+ *       /api/v1/account-link/register}; the SaaS side mints + returns a device credential.
+ *   <li>{@link #fetchEntitlement} — authenticates with the stored device credential against {@code
+ *       GET /api/v1/instance/entitlement}; what the local gate consults.
+ *   <li>{@link #reportUsage} — daily usage sync ({@code POST /api/v1/instance/sync}); reports
+ *       cumulative units and returns the refreshed entitlement.
+ *   <li>{@link #revokeSelf} — self-revokes the credential on local unlink ({@code POST
+ *       /api/v1/instance/revoke-self}).
+ * </ul>
+ *
+ * <p>Uses {@code java.net.http.HttpClient} (the established self-hosted outbound pattern; see
+ * {@code AiEngineClient}); base URL + client are injectable so tests can stub SaaS.
+ */
+@Slf4j
+@Service
+@Profile("!saas")
+@ConditionalOnProperty(name = "stirling.billing.account-link.enabled", havingValue = "true")
+public class AccountLinkClient {
+
+    static final String HEADER_DEVICE_ID = "X-Device-Id";
+    static final String HEADER_DEVICE_SECRET = "X-Device-Secret";
+
+    private final AccountLinkProperties properties;
+    private final ObjectMapper mapper;
+    private final HttpClient httpClient;
+
+    @Autowired
+    public AccountLinkClient(AccountLinkProperties properties, ObjectMapper mapper) {
+        this(
+                properties,
+                mapper,
+                HttpClient.newBuilder()
+                        .connectTimeout(Duration.ofSeconds(properties.getRequestTimeoutSeconds()))
+                        .build());
+    }
+
+    /** Package-private: lets tests inject a stub {@link HttpClient}. */
+    AccountLinkClient(
+            AccountLinkProperties properties, ObjectMapper mapper, HttpClient httpClient) {
+        this.properties = properties;
+        this.mapper = mapper;
+        this.httpClient = httpClient;
+    }
+
+    /** The device credential a successful {@link #register} returns. */
+    public record RegisterResult(String deviceId, String deviceSecret, Long teamId) {}
+
+    /**
+     * A non-2xx reply from the SaaS account-link API. Carries the upstream status so the caller can
+     * map auth failures (401/403) through rather than masking everything as a 502.
+     */
+    public static class UpstreamException extends IOException {
+        private final int status;
+
+        public UpstreamException(int status, String body) {
+            super("SaaS account-link returned HTTP " + status + ": " + body);
+            this.status = status;
+        }
+
+        public int status() {
+            return status;
+        }
+    }
+
+    /**
+     * Authoritative deny (401/403) — the device credential is revoked or invalid. Unlike a
+     * transport/server failure (which returns {@code null} and fails open), the cache must BLOCK on
+     * this. Unchecked so it propagates through {@link #fetchEntitlement}'s transport try/catch.
+     */
+    public static final class RevokedException extends RuntimeException {
+        private final int status;
+
+        public RevokedException(int status) {
+            super("SaaS entitlement denied (credential revoked/invalid): HTTP " + status);
+            this.status = status;
+        }
+
+        public int status() {
+            return status;
+        }
+    }
+
+    /**
+     * Relays the admin Supabase JWT to the SaaS register endpoint and returns the minted
+     * credential.
+     *
+     * @throws IOException on transport failure or a non-2xx response (caller surfaces to the
+     *     admin).
+     */
+    public RegisterResult register(String supabaseJwt, String instanceName) throws IOException {
+        String body =
+                instanceName == null || instanceName.isBlank()
+                        ? "{}"
+                        : "{\"name\":" + mapper.writeValueAsString(instanceName) + "}";
+        HttpRequest request =
+                HttpRequest.newBuilder()
+                        .uri(uri("/api/v1/account-link/register"))
+                        .header("Authorization", "Bearer " + supabaseJwt)
+                        .header("Content-Type", "application/json")
+                        .header("Accept", "application/json")
+                        .timeout(timeout())
+                        .POST(HttpRequest.BodyPublishers.ofString(body))
+                        .build();
+
+        HttpResponse<String> response = send(request);
+        if (response.statusCode() / 100 != 2) {
+            throw new UpstreamException(response.statusCode(), response.body());
+        }
+        JsonNode root = mapper.readTree(response.body());
+        String deviceId = text(root, "deviceId");
+        String deviceSecret = text(root, "deviceSecret");
+        if (deviceId == null || deviceSecret == null) {
+            throw new IOException("SaaS register response missing deviceId/deviceSecret");
+        }
+        Long teamId = root.hasNonNull("teamId") ? root.get("teamId").asLong() : null;
+        return new RegisterResult(deviceId, deviceSecret, teamId);
+    }
+
+    /**
+     * Revokes this instance's own credential on the SaaS side, authenticated by that credential.
+     * Best-effort: returns {@code false} if SaaS is unreachable or rejects, so the caller (local
+     * unlink) can still clear locally and log the orphan for follow-up. Idempotent on SaaS.
+     */
+    public boolean revokeSelf(String deviceId, String deviceSecret) {
+        try {
+            HttpRequest request =
+                    HttpRequest.newBuilder()
+                            .uri(uri("/api/v1/instance/revoke-self"))
+                            .header(HEADER_DEVICE_ID, deviceId)
+                            .header(HEADER_DEVICE_SECRET, deviceSecret)
+                            .header("Accept", "application/json")
+                            .timeout(timeout())
+                            .POST(HttpRequest.BodyPublishers.noBody())
+                            .build();
+            HttpResponse<String> response = send(request);
+            if (response.statusCode() / 100 != 2) {
+                log.debug("Self-revoke returned HTTP {}", response.statusCode());
+                return false;
+            }
+            return true;
+        } catch (Exception e) {
+            log.debug("Self-revoke failed: {}", e.getMessage());
+            return false;
+        }
+    }
+
+    /**
+     * Fetches the current entitlement using the stored device credential. Three outcomes:
+     *
+     * <ul>
+     *   <li>2xx → the parsed snapshot.
+     *   <li>401/403 → {@link RevokedException} (authoritative deny — revoked/invalid credential);
+     *       the caller must BLOCK, not fail open.
+     *   <li>transport failure, other non-2xx (e.g. 5xx), or a malformed body → {@code null}
+     *       ("unknown" — the caller fails open).
+     * </ul>
+     */
+    public InstanceEntitlement fetchEntitlement(String deviceId, String deviceSecret) {
+        HttpResponse<String> response;
+        try {
+            HttpRequest request =
+                    HttpRequest.newBuilder()
+                            .uri(uri("/api/v1/instance/entitlement"))
+                            .header(HEADER_DEVICE_ID, deviceId)
+                            .header(HEADER_DEVICE_SECRET, deviceSecret)
+                            .header("Accept", "application/json")
+                            .timeout(timeout())
+                            .GET()
+                            .build();
+            response = send(request);
+        } catch (Exception e) {
+            // Transport failure (timeout / connection refused / interrupted) → unknown, fail open.
+            log.debug("Entitlement fetch failed: {}", e.getMessage());
+            return null;
+        }
+        int status = response.statusCode();
+        if (status == 401 || status == 403) {
+            // Authoritative deny — the SaaS side rejected the credential (revoked/invalid).
+            throw new RevokedException(status);
+        }
+        if (status / 100 != 2) {
+            // Server / transient error → unknown, fail open (do NOT treat as a deny).
+            log.debug("Entitlement fetch returned HTTP {}", status);
+            return null;
+        }
+        try {
+            return parseEntitlement(response.body());
+        } catch (IOException e) {
+            log.debug("Entitlement parse failed: {}", e.getMessage());
+            return null;
+        }
+    }
+
+    /**
+     * Reports the period's cumulative per-category units to {@code POST /api/v1/instance/sync} and
+     * returns the fresh entitlement in the same reply — one round-trip both reports and refreshes.
+     * SaaS bills the delta against its last-seen cumulative, so resending the same totals is
+     * idempotent. Same three outcomes as {@link #fetchEntitlement}; on {@code null} the caller must
+     * not advance its last-synced markers so the usage retries next sync.
+     */
+    public InstanceEntitlement reportUsage(
+            String deviceId,
+            String deviceSecret,
+            long syncSeq,
+            LocalDateTime periodStart,
+            long apiUnits,
+            long aiUnits,
+            long automationUnits) {
+        HttpResponse<String> response;
+        try {
+            ObjectNode root = mapper.createObjectNode();
+            root.put("syncSeq", syncSeq);
+            // Explicit ISO-8601 string so it round-trips regardless of the mapper's time config.
+            root.put("periodStart", periodStart.toString());
+            ObjectNode units = root.putObject("cumulativeUnits");
+            units.put("api", apiUnits);
+            units.put("ai", aiUnits);
+            units.put("automation", automationUnits);
+            String body = mapper.writeValueAsString(root);
+            HttpRequest request =
+                    HttpRequest.newBuilder()
+                            .uri(uri("/api/v1/instance/sync"))
+                            .header(HEADER_DEVICE_ID, deviceId)
+                            .header(HEADER_DEVICE_SECRET, deviceSecret)
+                            .header("Content-Type", "application/json")
+                            .header("Accept", "application/json")
+                            .timeout(timeout())
+                            .POST(HttpRequest.BodyPublishers.ofString(body))
+                            .build();
+            response = send(request);
+        } catch (Exception e) {
+            log.debug("Usage sync failed: {}", e.getMessage());
+            return null;
+        }
+        int status = response.statusCode();
+        if (status == 401 || status == 403) {
+            throw new RevokedException(status);
+        }
+        if (status / 100 != 2) {
+            log.debug("Usage sync returned HTTP {}", status);
+            return null;
+        }
+        try {
+            return parseEntitlement(response.body());
+        } catch (IOException e) {
+            log.debug("Usage sync parse failed: {}", e.getMessage());
+            return null;
+        }
+    }
+
+    private InstanceEntitlement parseEntitlement(String body) throws IOException {
+        JsonNode root = mapper.readTree(body);
+        boolean subscribed = root.path("subscribed").asBoolean(false);
+        long freeRemaining = root.path("freeRemainingUnits").asLong(0);
+        long periodSpend = root.path("periodSpendUnits").asLong(0);
+        Long periodCap =
+                root.hasNonNull("periodCapUnits") ? root.get("periodCapUnits").asLong() : null;
+        EntitlementState state = mapState(root.path("state").asText(null));
+        return new InstanceEntitlement(
+                subscribed,
+                freeRemaining,
+                periodSpend,
+                periodCap,
+                state,
+                parseUnitCalcPolicy(root),
+                parseDateTime(root, "periodStart"),
+                parseDateTime(root, "periodEnd"));
+    }
+
+    /** Parses the nested unit-calc policy; null if absent or any knob is invalid (e.g. zero). */
+    private static UnitCalcPolicy parseUnitCalcPolicy(JsonNode root) {
+        if (!root.hasNonNull("unitCalcPolicy")) {
+            return null;
+        }
+        JsonNode node = root.get("unitCalcPolicy");
+        try {
+            return new UnitCalcPolicy(
+                    node.path("docPagesPerUnit").asInt(),
+                    node.path("docBytesPerUnit").asLong(),
+                    node.path("minChargeUnits").asInt(),
+                    node.path("fileUnitCap").asInt());
+        } catch (RuntimeException e) {
+            // Malformed policy → degrade to "none" rather than fail the whole entitlement parse.
+            return null;
+        }
+    }
+
+    /** ISO date-time field → LocalDateTime; null if absent or unparseable. */
+    private static LocalDateTime parseDateTime(JsonNode root, String field) {
+        if (!root.hasNonNull(field)) {
+            return null;
+        }
+        try {
+            return LocalDateTime.parse(root.get(field).asText(null));
+        } catch (RuntimeException e) {
+            return null;
+        }
+    }
+
+    /** Maps the SaaS state string to our coarse enum; unrecognised → UNKNOWN. */
+    private static EntitlementState mapState(String raw) {
+        if (raw == null) {
+            return EntitlementState.UNKNOWN;
+        }
+        return switch (raw) {
+            case "OK", "ACTIVE", "SUBSCRIBED", "FREE" -> EntitlementState.OK;
+            case "OVER_LIMIT", "PAYG_LIMIT_REACHED", "BLOCKED" -> EntitlementState.OVER_LIMIT;
+            default -> EntitlementState.UNKNOWN;
+        };
+    }
+
+    private HttpResponse<String> send(HttpRequest request) throws IOException {
+        try {
+            return httpClient.send(request, HttpResponse.BodyHandlers.ofString());
+        } catch (InterruptedException e) {
+            Thread.currentThread().interrupt();
+            throw new IOException("Interrupted calling SaaS account-link", e);
+        }
+    }
+
+    private URI uri(String path) {
+        String base = properties.getSaasBaseUrl().strip().replaceAll("/+$", "");
+        return URI.create(base + path);
+    }
+
+    private Duration timeout() {
+        return Duration.ofSeconds(properties.getRequestTimeoutSeconds());
+    }
+
+    private static String text(JsonNode node, String field) {
+        return node.hasNonNull(field) ? node.get(field).asText() : null;
+    }
+}

app/proprietary/src/main/java/stirling/software/proprietary/accountlink/AccountLinkController.java

@@ -0,0 +1,124 @@
+package stirling.software.proprietary.accountlink;
+
+import java.io.IOException;
+
+import org.springframework.beans.factory.ObjectProvider;
+import org.springframework.boot.autoconfigure.condition.ConditionalOnProperty;
+import org.springframework.context.annotation.Profile;
+import org.springframework.http.HttpStatus;
+import org.springframework.http.ResponseEntity;
+import org.springframework.security.access.prepost.PreAuthorize;
+import org.springframework.web.bind.annotation.GetMapping;
+import org.springframework.web.bind.annotation.PostMapping;
+import org.springframework.web.bind.annotation.RequestBody;
+import org.springframework.web.bind.annotation.RequestMapping;
+import org.springframework.web.bind.annotation.RestController;
+
+import io.swagger.v3.oas.annotations.Hidden;
+
+import lombok.extern.slf4j.Slf4j;
+
+/**
+ * Same-origin account-link surface on the self-hosted instance (combined-billing "Mode A").
+ *
+ * <p>The portal (served from this same origin, admin authenticated by the existing self-hosted
+ * security chain) calls these. {@code POST /link} relays the admin's Supabase JWT to the SaaS
+ * backend, which mints + returns a device credential we store locally. {@code GET /status} backs
+ * the portal's link card; {@code GET /usage} exposes locally-accrued unsynced usage the portal adds
+ * to SaaS-synced spend; {@code POST /sync-now} forces an immediate usage sync (ops "reconcile now"
+ * / test aid).
+ *
+ * <p>Admin-only, {@code @Profile("!saas")}, gated behind {@code
+ * stirling.billing.account-link.enabled} — off → bean absent → 404.
+ */
+@Slf4j
+@Hidden
+@RestController
+@RequestMapping("/api/v1/account-link")
+@Profile("!saas")
+@PreAuthorize("hasRole('ADMIN')")
+@ConditionalOnProperty(name = "stirling.billing.account-link.enabled", havingValue = "true")
+public class AccountLinkController {
+
+    private final AccountLinkService service;
+    private final LocalUsageService localUsageService;
+    // Present only when metering is on (its own flag); absent → /sync-now reports 409.
+    private final ObjectProvider<UsageSyncService> syncServiceProvider;
+
+    public AccountLinkController(
+            AccountLinkService service,
+            LocalUsageService localUsageService,
+            ObjectProvider<UsageSyncService> syncServiceProvider) {
+        this.service = service;
+        this.localUsageService = localUsageService;
+        this.syncServiceProvider = syncServiceProvider;
+    }
+
+    /** {@code supabaseJwt} is the admin's short-lived token the portal already holds. */
+    public record LinkRequest(String supabaseJwt, String name) {}
+
+    @PostMapping("/link")
+    public ResponseEntity<?> link(@RequestBody LinkRequest req) {
+        if (req == null || req.supabaseJwt() == null || req.supabaseJwt().isBlank()) {
+            return ResponseEntity.badRequest()
+                    .body(java.util.Map.of("error", "supabaseJwt is required"));
+        }
+        try {
+            return ResponseEntity.ok(service.link(req.supabaseJwt(), req.name()));
+        } catch (AccountLinkClient.UpstreamException e) {
+            // Auth failures are the admin's token, not a gateway fault: surface 401/403 as-is so
+            // the portal can prompt a re-sign-in. Anything else upstream → 502. Don't echo the
+            // raw upstream body back to the browser.
+            HttpStatus status =
+                    e.status() == HttpStatus.UNAUTHORIZED.value()
+                                    || e.status() == HttpStatus.FORBIDDEN.value()
+                            ? HttpStatus.valueOf(e.status())
+                            : HttpStatus.BAD_GATEWAY;
+            log.warn("Account-link register rejected upstream: HTTP {}", e.status());
+            return ResponseEntity.status(status).body(java.util.Map.of("error", "LINK_FAILED"));
+        } catch (IOException e) {
+            // Don't echo e.getMessage() to the browser: a DNS/connection/TLS failure can carry the
+            // configured SaaS host/IP. Log it server-side; return the same opaque body the
+            // UpstreamException branch does.
+            log.warn("Account-link failed (transport): {}", e.getMessage());
+            return ResponseEntity.status(HttpStatus.BAD_GATEWAY)
+                    .body(java.util.Map.of("error", "LINK_FAILED"));
+        }
+    }
+
+    @GetMapping("/status")
+    public ResponseEntity<AccountLinkService.LinkStatus> status() {
+        return ResponseEntity.ok(service.status());
+    }
+
+    @PostMapping("/unlink")
+    public ResponseEntity<Void> unlink() {
+        service.unlink();
+        return ResponseEntity.noContent().build();
+    }
+
+    /**
+     * Locally accrued usage not yet reported to SaaS — the portal adds it to the SaaS-synced spend
+     * so "current usage" includes work done since the last daily sync.
+     */
+    @GetMapping("/usage")
+    public ResponseEntity<LocalUsageService.LocalUsage> usage() {
+        return ResponseEntity.ok(localUsageService.currentPeriodUnsynced());
+    }
+
+    /**
+     * Forces an immediate usage sync to SaaS — the same work the daily scheduler does. An admin
+     * "reconcile now" action (and a test aid so you don't wait on the scheduler). Idempotent:
+     * re-reports the current cumulative, so a repeat trigger bills nothing. {@code 204} once run;
+     * {@code 409} when metering is off (the sync bean is absent).
+     */
+    @PostMapping("/sync-now")
+    public ResponseEntity<Void> syncNow() {
+        UsageSyncService sync = syncServiceProvider.getIfAvailable();
+        if (sync == null) {
+            return ResponseEntity.status(HttpStatus.CONFLICT).build();
+        }
+        sync.syncNow();
+        return ResponseEntity.noContent().build();
+    }
+}

app/proprietary/src/main/java/stirling/software/proprietary/accountlink/AccountLinkProperties.java

@@ -0,0 +1,76 @@
+package stirling.software.proprietary.accountlink;
+
+import java.time.Duration;
+
+import org.springframework.boot.context.properties.ConfigurationProperties;
+import org.springframework.stereotype.Component;
+
+import lombok.Getter;
+import lombok.Setter;
+
+/**
+ * Self-hosted side of combined-billing "Mode A" (connected self-hosted).
+ *
+ * <p>Binds the {@code stirling.billing.account-link.*} keys. {@link #enabled} mirrors the same flag
+ * the gated beans test with {@code @ConditionalOnProperty}; it is kept here only so non-conditional
+ * code (e.g. the gate's flag-off short-circuit, exposed status) can read it. The whole feature is
+ * <b>off by default</b> and <b>dark</b> — when off nothing gates and the link endpoints 404.
+ */
+@Getter
+@Setter
+@Component
+@ConfigurationProperties(prefix = "stirling.billing.account-link")
+public class AccountLinkProperties {
+
+    /** Master switch. When {@code false} (default) the feature is fully inert. */
+    private boolean enabled = false;
+
+    /**
+     * Base URL of the SaaS backend this instance links to (register + entitlement live there).
+     *
+     * <p>STUB: defaults to the public cloud host; an operator overrides it for staging. There is no
+     * existing SaaS-base-url property in the self-hosted profile, so this is introduced here.
+     */
+    private String saasBaseUrl = "https://stirling.com/app";
+
+    /** Cached entitlement is reused for this long before a refresh is attempted. */
+    private long entitlementCacheSeconds = 300;
+
+    /** Connect/read timeout for the outbound SaaS calls. */
+    private int requestTimeoutSeconds = 10;
+
+    /** Phase 2 usage metering + daily sync. Keyed under {@code …account-link.metering.*}. */
+    private final Metering metering = new Metering();
+
+    /**
+     * Dedicated billing switch, <b>separate</b> from {@link #enabled} so the link plumbing can be
+     * enabled (e.g. to test linking) without ever turning on real usage metering, reporting, or cap
+     * enforcement. Both default off; metering requires the master flag too. This is the production
+     * safety key — flipping it on is what actually bills linked instances.
+     */
+    @Getter
+    @Setter
+    public static class Metering {
+
+        /** Turns on usage metering, the daily sync, and cap enforcement. Default off. */
+        private boolean enabled = false;
+
+        /**
+         * How often the instance syncs usage + refreshes entitlement (matches the licence sync).
+         */
+        private int syncIntervalHours = 24;
+
+        /**
+         * Block billable work after this many days with no successful sync (fail-open → closed).
+         */
+        private int graceDays = 3;
+
+        /**
+         * Dedup window for identical input sets. A re-run of the same inputs within this window is
+         * treated as workflow chaining and not re-charged; the same inputs run again after it are
+         * billed afresh. Mirrors the cloud's {@code payg.lineage.workflow-window} so the same op
+         * costs the same on the instance and in the cloud.
+         */
+        private Duration workflowWindow = Duration.ofMinutes(5);
+    }
+}

app/proprietary/src/main/java/stirling/software/proprietary/accountlink/AccountLinkService.java

@@ -0,0 +1,92 @@
+package stirling.software.proprietary.accountlink;
+
+import java.io.IOException;
+import java.util.Optional;
+
+import org.springframework.boot.autoconfigure.condition.ConditionalOnProperty;
+import org.springframework.context.annotation.Profile;
+import org.springframework.stereotype.Service;
+
+import lombok.extern.slf4j.Slf4j;
+
+/**
+ * Linking orchestrator (self-hosted side of combined-billing "Mode A").
+ *
+ * <p>{@link #link} is the same-origin action the portal triggers: it relays the admin's Supabase
+ * JWT to the SaaS register endpoint, then persists the returned device credential secure-at-rest.
+ * The credential — not the JWT — authenticates all later unattended entitlement calls.
+ */
+@Slf4j
+@Service
+@Profile("!saas")
+@ConditionalOnProperty(name = "stirling.billing.account-link.enabled", havingValue = "true")
+public class AccountLinkService {
+
+    private final AccountLinkClient client;
+    private final DeviceCredentialStore credentialStore;
+    private final EntitlementCache entitlementCache;
+
+    public AccountLinkService(
+            AccountLinkClient client,
+            DeviceCredentialStore credentialStore,
+            EntitlementCache entitlementCache) {
+        this.client = client;
+        this.credentialStore = credentialStore;
+        this.entitlementCache = entitlementCache;
+    }
+
+    /** Status of this instance's link, for the portal's "Account link" card. */
+    public record LinkStatus(boolean linked, String deviceId, Long teamId, String linkedAt) {}
+
+    /**
+     * Registers this instance with the SaaS team behind {@code supabaseJwt} and stores the
+     * credential.
+     *
+     * @throws IOException if the SaaS register call fails (surfaced to the admin as a link error).
+     */
+    public LinkStatus link(String supabaseJwt, String instanceName) throws IOException {
+        AccountLinkClient.RegisterResult result = client.register(supabaseJwt, instanceName);
+        credentialStore.save(result.deviceId(), result.deviceSecret(), result.teamId());
+        entitlementCache.invalidate();
+        log.info("Account-link: instance linked to team {}", result.teamId());
+        return status();
+    }
+
+    /**
+     * Unlinks this instance — best-effort tells SaaS to revoke first (so the row gets {@code
+     * revoked_at} set), then clears locally regardless. If SaaS is unreachable the local clear
+     * still proceeds (admin's intent must win); the orphan row can be revoked from the portal.
+     */
+    public void unlink() {
+        credentialStore
+                .get()
+                .ifPresent(
+                        c -> {
+                            boolean ok = client.revokeSelf(c.getDeviceId(), c.getDeviceSecret());
+                            if (!ok) {
+                                log.warn(
+                                        "Account-link: SaaS self-revoke failed for device {};"
+                                                + " clearing locally anyway (admin can revoke"
+                                                + " from the portal).",
+                                        c.getDeviceId());
+                            }
+                        });
+        credentialStore.clear();
+        entitlementCache.invalidate();
+        log.info("Account-link: instance unlinked");
+    }
+
+    public LinkStatus status() {
+        Optional<DeviceCredential> cred = credentialStore.get();
+        return cred.map(
+                        c ->
+                                new LinkStatus(
+                                        true,
+                                        c.getDeviceId(),
+                                        c.getTeamId(),
+                                        c.getLinkedAt() != null
+                                                ? c.getLinkedAt().toString()
+                                                : null))
+                .orElseGet(() -> new LinkStatus(false, null, null, null));
+    }
+}

app/proprietary/src/main/java/stirling/software/proprietary/accountlink/AccountLinkSyncState.java

@@ -0,0 +1,46 @@
+package stirling.software.proprietary.accountlink;
+
+import java.time.LocalDateTime;
+
+import jakarta.persistence.Column;
+import jakarta.persistence.Entity;
+import jakarta.persistence.Id;
+import jakarta.persistence.Table;
+
+import lombok.Getter;
+import lombok.NoArgsConstructor;
+import lombok.Setter;
+
+/**
+ * Singleton row holding this instance's daily-sync bookkeeping (combined-billing "Mode A").
+ *
+ * <p>{@link #lastSyncSeq} is reserved (incremented + persisted) <em>before</em> each report so it
+ * is strictly monotonic across restarts and partial failures — SaaS dedups replays by comparing it,
+ * so a never-decreasing seq is the contract. {@link #lastSuccessAt} is the wall-clock of the last
+ * sync SaaS accepted and drives the fail-open→closed grace window.
+ *
+ * <p>Auto-created by Hibernate ({@code ddl-auto=update}); written only by the flag-gated sync.
+ */
+@Entity
+@Table(name = "account_link_sync_state")
+@Getter
+@Setter
+@NoArgsConstructor
+public class AccountLinkSyncState {
+
+    /** One instance links to one team → one bookkeeping row. */
+    public static final long SINGLETON_ID = 1L;
+
+    @Id private Long id;
+
+    // columnDefinition default keeps the ddl-auto ADD COLUMN safe on a populated external Postgres.
+    @Column(
+            name = "last_sync_seq",
+            nullable = false,
+            columnDefinition = "bigint not null default 0")
+    private long lastSyncSeq;
+
+    /** Null until the first sync SaaS accepts. */
+    @Column(name = "last_success_at")
+    private LocalDateTime lastSuccessAt;
+}

app/proprietary/src/main/java/stirling/software/proprietary/accountlink/AccountLinkSyncStateRepository.java

@@ -0,0 +1,6 @@
+package stirling.software.proprietary.accountlink;
+
+import org.springframework.data.jpa.repository.JpaRepository;
+
+/** Persistence for the singleton {@link AccountLinkSyncState} (combined-billing "Mode A"). */
+public interface AccountLinkSyncStateRepository extends JpaRepository<AccountLinkSyncState, Long> {}

app/proprietary/src/main/java/stirling/software/proprietary/accountlink/AccountLinkWebMvcConfig.java

@@ -0,0 +1,36 @@
+package stirling.software.proprietary.accountlink;
+
+import org.springframework.boot.autoconfigure.condition.ConditionalOnProperty;
+import org.springframework.context.annotation.Configuration;
+import org.springframework.context.annotation.Profile;
+import org.springframework.web.servlet.config.annotation.InterceptorRegistry;
+import org.springframework.web.servlet.config.annotation.WebMvcConfigurer;
+
+/**
+ * Registers the account-link entitlement gate. Path patterns cover the billable API surface; the
+ * interceptor itself re-checks billability (and short-circuits manual tools), but scoping here
+ * keeps the gate off the bulk of interactive endpoints entirely.
+ *
+ * <p>Whole config is gated behind {@code stirling.billing.account-link.enabled} +
+ * {@code @Profile("!saas")}; absent when off, so no interceptor is registered.
+ */
+@Configuration
+@Profile("!saas")
+@ConditionalOnProperty(name = "stirling.billing.account-link.enabled", havingValue = "true")
+public class AccountLinkWebMvcConfig implements WebMvcConfigurer {
+
+    private final InstanceEntitlementInterceptor gateInterceptor;
+
+    public AccountLinkWebMvcConfig(InstanceEntitlementInterceptor gateInterceptor) {
+        this.gateInterceptor = gateInterceptor;
+    }
+
+    @Override
+    public void addInterceptors(InterceptorRegistry registry) {
+        // AI surface is always billable; the broad /api/v1/** catch lets automation-marked manual
+        // calls be gated too, while the interceptor lets genuine manual tools through.
+        registry.addInterceptor(gateInterceptor)
+                .addPathPatterns("/api/v1/**")
+                .excludePathPatterns("/api/v1/account-link/**");
+    }
+}

app/proprietary/src/main/java/stirling/software/proprietary/accountlink/BillableOperationClassifier.java

@@ -0,0 +1,56 @@
+package stirling.software.proprietary.accountlink;
+
+import jakarta.servlet.http.HttpServletRequest;
+
+import stirling.software.common.service.InternalApiClient;
+import stirling.software.proprietary.billing.BillingCategory;
+import stirling.software.proprietary.billing.BillingCategoryClassifier;
+
+/**
+ * Buckets a request into a {@link BillingCategory} for the account-link gate + meter, using only
+ * HTTP-level signals (no dependency on the saas module):
+ *
+ * <ul>
+ *   <li><b>AUTOMATION</b> — the automation marker header ({@link
+ *       InternalApiClient#AUTOMATION_HEADER}, set on pipeline / workflow / policy sub-steps);
+ *   <li><b>AI</b> — the AI surface ({@code /api/v1/ai/**});
+ *   <li><b>API</b> — an API-key authenticated tool call;
+ *   <li><b>BYPASSED</b> — a manual interactive tool call, never billed.
+ * </ul>
+ *
+ * <p>Same precedence as the SaaS classifier (AUTOMATION → AI → API → BYPASSED) via the shared
+ * {@link BillingCategoryClassifier}; the AI signal is resolved by path prefix rather than the
+ * saas-only {@code @RequiresFeature} annotation. The {@code apiKey} signal is supplied by the
+ * caller (resolved from the security context), so this class stays free of any security-type
+ * dependency.
+ */
+public final class BillableOperationClassifier {
+
+    private static final String AI_PATH_PREFIX = "/api/v1/ai/";
+
+    private BillableOperationClassifier() {}
+
+    /**
+     * @param apiKey whether the request authenticated via an API key (an {@code
+     *     ApiKeyAuthenticationToken} principal), resolved by the caller from the security context.
+     */
+    public static BillingCategory categorize(HttpServletRequest request, boolean apiKey) {
+        boolean automation = request.getHeader(InternalApiClient.AUTOMATION_HEADER) != null;
+        return BillingCategoryClassifier.classify(automation, isAiSurface(request), apiKey);
+    }
+
+    private static boolean isAiSurface(HttpServletRequest request) {
+        String uri = request.getRequestURI();
+        if (uri == null) {
+            return false;
+        }
+        // Prefix-match the AI surface (not a loose substring contains), stripping a deployment
+        // context path so /<ctx>/api/v1/ai/** still classifies as AI.
+        String ctx = request.getContextPath();
+        String path =
+                ctx != null && !ctx.isEmpty() && uri.startsWith(ctx)
+                        ? uri.substring(ctx.length())
+                        : uri;
+        return path.startsWith(AI_PATH_PREFIX);
+    }
+}

app/proprietary/src/main/java/stirling/software/proprietary/accountlink/DeviceCredential.java

@@ -0,0 +1,53 @@
+package stirling.software.proprietary.accountlink;
+
+import java.io.Serializable;
+import java.time.LocalDateTime;
+
+import jakarta.persistence.Column;
+import jakarta.persistence.Entity;
+import jakarta.persistence.Id;
+import jakarta.persistence.Table;
+
+import lombok.Getter;
+import lombok.NoArgsConstructor;
+import lombok.Setter;
+
+/**
+ * The device credential this self-hosted instance received when it linked a SaaS account
+ * (combined-billing "Mode A"). Singleton — one instance links to exactly one SaaS team.
+ *
+ * <p>Unlike the SaaS side (which stores only a hash), the instance must keep the plaintext {@code
+ * deviceSecret} so it can present it on every unattended entitlement call. It lives in the local
+ * database (the same store that already holds API-key material and the license signature), so it is
+ * as secure-at-rest as the rest of the instance's secrets.
+ */
+@Entity
+@Table(name = "account_link_device_credential")
+@NoArgsConstructor
+@Getter
+@Setter
+public class DeviceCredential implements Serializable {
+
+    private static final long serialVersionUID = 1L;
+
+    public static final Long SINGLETON_ID = 1L;
+
+    @Id
+    @Column(name = "id")
+    private Long id = SINGLETON_ID;
+
+    /** Public identifier minted by the SaaS register call; sent as {@code X-Device-Id}. */
+    @Column(name = "device_id", nullable = false, length = 64)
+    private String deviceId;
+
+    /** High-entropy secret returned once by register; sent as {@code X-Device-Secret}. */
+    @Column(name = "device_secret", nullable = false, length = 128)
+    private String deviceSecret;
+
+    /** SaaS team this instance is linked to; informational on the instance side. */
+    @Column(name = "team_id")
+    private Long teamId;
+
+    @Column(name = "linked_at", nullable = false)
+    private LocalDateTime linkedAt;
+}

app/proprietary/src/main/java/stirling/software/proprietary/accountlink/DeviceCredentialRepository.java

@@ -0,0 +1,15 @@
+package stirling.software.proprietary.accountlink;
+
+import java.util.Optional;
+
+import org.springframework.data.jpa.repository.JpaRepository;
+import org.springframework.stereotype.Repository;
+
+@Repository
+public interface DeviceCredentialRepository extends JpaRepository<DeviceCredential, Long> {
+
+    /** The singleton credential, if this instance has linked. */
+    default Optional<DeviceCredential> findCredential() {
+        return findById(DeviceCredential.SINGLETON_ID);
+    }
+}