Merge branch 'main' into fix/viewer-pan-mode-text-selection-lock

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

@@ -1,6 +1,6 @@
 # Maintainer: Stirling PDF Inc <contact@stirlingpdf.com>
 pkgname=stirling-pdf-desktop
-pkgver=2.14.2
+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=2.14.2
+pkgver=2.14.1
 pkgrel=1
 pkgdesc="Locally hosted, web-based PDF manipulation tool (server JAR, prebuilt)"
 arch=('any')

.github/workflows/multiOSReleases.yml

@@ -510,7 +510,6 @@ jobs:
       # cargo output unsigned, so checking it produces false negatives.
       - name: Verify Windows Code Signature
         if: ${{ matrix.platform == 'windows-latest' && env.SM_API_KEY != '' && (github.event_name == 'release' || (github.event_name == 'workflow_dispatch' && github.event.inputs.sign != 'false') || github.ref == 'refs/heads/V2-master') }}
-        timeout-minutes: 15
         shell: pwsh
         run: |
           $allSigned = $true
@@ -532,26 +531,11 @@ jobs:
 
           # Extract MSI and verify the inner exe (the file that actually gets installed).
           # This is the critical check - AV flags the installed exe at runtime.
-          # Use lessmsi, not `msiexec /a`: msiexec serializes on the global
-          # _MSIExecute mutex and hangs forever on hosted runners when another
-          # installer is busy. lessmsi reads MSI tables directly - no mutex, no service.
           $msi = $msiFiles[0].FullName
           $extractDir = Join-Path $env:RUNNER_TEMP "msi-verify"
           if (Test-Path $extractDir) { Remove-Item $extractDir -Recurse -Force }
-          New-Item -ItemType Directory -Force -Path $extractDir | Out-Null
-
-          choco install lessmsi -y --no-progress --limit-output | Out-Null
-
-          # Bound the extraction and kill on hang (defence in depth over timeout-minutes).
-          $proc = Start-Process lessmsi -ArgumentList 'x', "`"$msi`"", "`"$extractDir\`"" -PassThru -NoNewWindow
-          if (-not $proc.WaitForExit(120000)) {
-            try { $proc.Kill() } catch {}
-            Write-Host "[ERROR] MSI extraction timed out after 120s"
-            $allSigned = $false
-          } elseif ($proc.ExitCode -ne 0) {
-            Write-Host "[ERROR] Failed to extract MSI for verification (exit code: $($proc.ExitCode))"
-            $allSigned = $false
-          } else {
+          $proc = Start-Process msiexec.exe -ArgumentList '/a', $msi, '/qn', "TARGETDIR=$extractDir" -Wait -PassThru -NoNewWindow
+          if ($proc.ExitCode -eq 0) {
             $innerExe = Get-ChildItem -Path $extractDir -Filter "stirling-pdf.exe" -Recurse -File | Select-Object -First 1
             if ($innerExe) {
               $sig = Get-AuthenticodeSignature -FilePath $innerExe.FullName
@@ -564,6 +548,9 @@ jobs:
               Write-Host "[ERROR] Could not find stirling-pdf.exe inside MSI"
               $allSigned = $false
             }
+          } else {
+            Write-Host "[ERROR] Failed to extract MSI for verification (exit code: $($proc.ExitCode))"
+            $allSigned = $false
           }
 
           if (-not $allSigned) {
@@ -813,11 +800,7 @@ jobs:
         uses: softprops/action-gh-release@b4309332981a82ec1c5618f44dd2e27cc8bfbfda # v3.0.0
         with:
           tag_name: v${{ needs.determine-matrix.outputs.version }}
-          # Don't regenerate/append notes on re-runs, and don't force this into the
-          # "Latest" slot - leave the release body and latest marker as they are.
-          generate_release_notes: false
-          append_body: false
-          make_latest: false
+          generate_release_notes: true
           fail_on_unmatched_files: true
           # Installers + updater payloads + manifest. .sig contents are embedded
           # in latest.json so the .sig files themselves are not uploaded.

.github/workflows/sync-portal-docs.yml

@@ -1,92 +0,0 @@
-name: Sync Portal Docs
-
-# Regenerates the portal Developer Docs manifest from the Stirling docs repo and
-# opens a PR when it changes. Runs weekly, on manual dispatch, or when the docs
-# repo fires a `docs-updated` repository_dispatch.
-on:
-  schedule:
-    - cron: "0 6 * * 1"
-  workflow_dispatch:
-    inputs:
-      ref:
-        description: "Docs repo ref (branch or tag) to sync from"
-        required: false
-        default: "main"
-  repository_dispatch:
-    types: [docs-updated]
-
-concurrency:
-  group: ${{ github.workflow }}
-  cancel-in-progress: true
-
-permissions:
-  contents: read
-
-jobs:
-  sync:
-    name: Sync docs manifest
-    runs-on: ubuntu-latest
-    timeout-minutes: 10
-    permissions:
-      contents: write
-      pull-requests: write
-    steps:
-      - name: Harden Runner
-        uses: step-security/harden-runner@ab7a9404c0f3da075243ca237b5fac12c98deaa5 # v2.19.3
-        with:
-          egress-policy: audit
-
-      - name: Checkout repository
-        uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # v6.0.2
-        with:
-          fetch-depth: 0
-          persist-credentials: false
-
-      - name: Setup GitHub App Bot
-        id: setup-bot
-        uses: ./.github/actions/setup-bot
-        with:
-          app-id: ${{ secrets.GH_APP_ID }}
-          private-key: ${{ secrets.GH_APP_PRIVATE_KEY }}
-
-      - name: Set up Node.js
-        uses: actions/setup-node@48b55a011bda9f5d6aeb4c2d9c7362e8dae4041e # v6.4.0
-        with:
-          node-version: "22"
-          cache: "npm"
-          cache-dependency-path: frontend/package-lock.json
-
-      - name: Install frontend dependencies
-        working-directory: frontend
-        env:
-          NPM_CONFIG_IGNORE_SCRIPTS: "true"
-        run: npm ci --ignore-scripts --audit=false --fund=false
-
-      - name: Regenerate docs manifest
-        working-directory: frontend
-        env:
-          DOCS_REF: ${{ github.event.inputs.ref || github.event.client_payload.ref || 'main' }}
-          GITHUB_TOKEN: ${{ steps.setup-bot.outputs.token }}
-        run: npm run docs:sync
-
-      - name: Create Pull Request
-        id: cpr
-        uses: peter-evans/create-pull-request@5f6978faf089d4d20b00c7766989d076bb2fc7f1 # v8.1.1
-        with:
-          token: ${{ steps.setup-bot.outputs.token }}
-          commit-message: "Sync portal docs from docs repo"
-          committer: ${{ steps.setup-bot.outputs.committer }}
-          author: ${{ steps.setup-bot.outputs.committer }}
-          signoff: true
-          branch: sync-portal-docs
-          base: main
-          title: "Sync portal docs from docs repo"
-          body: |
-            Auto-generated by ${{ steps.setup-bot.outputs.app-slug }}[bot].
-
-            Regenerates `frontend/editor/src/portal/generated/docsManifest.json`
-            from the Stirling docs repo via `npm run docs:sync`.
-          labels: documentation,github-actions,frontend
-          add-paths: frontend/editor/src/portal/generated/docsManifest.json
-          delete-branch: true
-          sign-commits: true

app/proprietary/src/main/java/stirling/software/proprietary/integration/service/IntegrationConfigService.java

@@ -43,10 +43,6 @@ public class IntegrationConfigService {
     private final OwnershipService ownership;
     private final SecretMasker secretMasker;
     private final ResourceGrantRepository grantRepository;
-    // Bean-discovered extension points: features that understand a type contribute its config
-    // schema and report what still references a config, without this module depending on them.
-    private final List<IntegrationConfigValidator> validators;
-    private final List<IntegrationConfigUsageCheck> usageChecks;
 
     // ---- commands ----
 
@@ -70,21 +66,13 @@ public class IntegrationConfigService {
                         ? DefaultAccessPolicy.EXPLICIT_ONLY
                         : request.defaultAccess());
 
-        // TEAM scope may omit the team id: default to the caller's own team so clients (the
-        // portal) need not know it. assignOwnership still enforces admin-or-leader of that team.
-        Long ownerTeamId = request.ownerTeamId();
-        if (ownerTeamId == null && scope == OwnerScope.TEAM && currentUser.getTeam() != null) {
-            ownerTeamId = currentUser.getTeam().getId();
-        }
         ownership.assignOwnership(
                 cfg,
                 scope,
-                ownerTeamId,
+                request.ownerTeamId(),
                 currentUser,
                 () -> lockedServerExists(cfg.getIntegrationType()));
-        Map<String, Object> config = secretMasker.sanitize(request.config());
-        validateConfig(cfg.getIntegrationType(), config);
-        cfg.setConfig(writeJson(config));
+        cfg.setConfig(writeJson(secretMasker.sanitize(request.config())));
         return repository.save(cfg);
     }
 
@@ -113,10 +101,8 @@ public class IntegrationConfigService {
             cfg.setDefaultAccess(request.defaultAccess());
         }
         if (request.config() != null) {
-            Map<String, Object> merged =
-                    secretMasker.merge(readJson(cfg.getConfig()), request.config());
-            validateConfig(cfg.getIntegrationType(), merged);
-            cfg.setConfig(writeJson(merged));
+            cfg.setConfig(
+                    writeJson(secretMasker.merge(readJson(cfg.getConfig()), request.config())));
         }
         return repository.save(cfg);
     }
@@ -127,15 +113,6 @@ public class IntegrationConfigService {
         if (!ownership.canManage(TYPE, cfg, currentUser)) {
             throw forbidden("You cannot manage this integration");
         }
-        // Refuse to pull a connection out from under whatever still references it.
-        List<String> usages =
-                usageChecks.stream()
-                        .flatMap(check -> check.usagesOf(cfg.getId()).stream())
-                        .toList();
-        if (!usages.isEmpty()) {
-            throw new ResponseStatusException(
-                    HttpStatus.CONFLICT, "Integration is in use by: " + String.join(", ", usages));
-        }
         // Drop grants sharing this config so they do not dangle as dead rows.
         grantRepository.deleteByResourceTypeAndResourceId(TYPE, String.valueOf(cfg.getId()));
         repository.delete(cfg);
@@ -211,19 +188,6 @@ public class IntegrationConfigService {
 
     // ---- integration-specific glue ----
 
-    /** Runs every registered validator for the type; unknown types save free-form. */
-    private void validateConfig(IntegrationType type, Map<String, Object> config) {
-        for (IntegrationConfigValidator validator : validators) {
-            if (validator.type() == type) {
-                try {
-                    validator.validate(config == null ? Map.of() : config);
-                } catch (IllegalArgumentException e) {
-                    throw new ResponseStatusException(HttpStatus.BAD_REQUEST, e.getMessage());
-                }
-            }
-        }
-    }
-
     /** A non-admin can't create a personal config of a type an admin has locked at server scope. */
     private boolean lockedServerExists(IntegrationType type) {
         return repository.findByScope(OwnerScope.SERVER).stream()

app/proprietary/src/main/java/stirling/software/proprietary/integration/service/IntegrationConfigUsageCheck.java

@@ -1,15 +0,0 @@
-package stirling.software.proprietary.integration.service;
-
-import java.util.List;
-
-/**
- * Reports what still references an integration config, so deletion can be refused instead of
- * pulling a connection out from under a live consumer. Implementations are beans discovered by
- * {@link IntegrationConfigService} (e.g. the policy subsystem reporting sources and pipelines that
- * reference a connection).
- */
-public interface IntegrationConfigUsageCheck {
-
-    /** Human-readable labels of everything still using the config; empty when unreferenced. */
-    List<String> usagesOf(long configId);
-}

app/proprietary/src/main/java/stirling/software/proprietary/integration/service/IntegrationConfigValidator.java

@@ -1,23 +0,0 @@
-package stirling.software.proprietary.integration.service;
-
-import java.util.Map;
-
-import stirling.software.proprietary.integration.model.IntegrationType;
-
-/**
- * Validates one integration type's config map at save time. Implementations are beans discovered by
- * {@link IntegrationConfigService}, so the feature that understands a type (e.g. the policy S3
- * backend) owns its schema without the integration module depending on it. Types with no registered
- * validator save free-form.
- */
-public interface IntegrationConfigValidator {
-
-    /** The type this validator understands. */
-    IntegrationType type();
-
-    /**
-     * Validates the config as it will be stored (secrets already sanitized/merged, so values are
-     * real, never the redaction mask). Throws {@link IllegalArgumentException} on bad config.
-     */
-    void validate(Map<String, Object> config);
-}

app/proprietary/src/main/java/stirling/software/proprietary/policy/controller/PolicyController.java

@@ -120,7 +120,6 @@ public class PolicyController {
             throws IOException {
         stampPolicyAudit(definition);
         requireRunnable(definition);
-        validateAdHocOutput(definition);
         PolicyInputs inputs = toInputs(files);
         PolicyRunHandle handle =
                 policyRunner.runAdHoc(definition, inputs, PolicyProgressListener.NOOP);
@@ -141,7 +140,6 @@ public class PolicyController {
             throws IOException {
         stampPolicyAudit(definition);
         requireRunnable(definition);
-        validateAdHocOutput(definition);
         PolicyInputs inputs = toInputs(files);
 
         SseEmitter emitter =
@@ -532,24 +530,6 @@ public class PolicyController {
         }
     }
 
-    /**
-     * Authorization-check an ad-hoc run's output while the caller's principal is present (this
-     * request thread). The worker thread that later delivers carries no security context, so an S3
-     * output's connection-access check would be skipped there; without this gate a caller could
-     * reference another tenant's connection by id and write to it (confused deputy). Stored
-     * policies are covered by save-time {@link PolicyValidator#validate} instead.
-     */
-    private void validateAdHocOutput(PipelineDefinition definition) {
-        if (definition.output() == null) {
-            return;
-        }
-        try {
-            policyValidator.validateOutput(definition.output());
-        } catch (IllegalArgumentException e) {
-            throw new ResponseStatusException(HttpStatus.BAD_REQUEST, e.getMessage());
-        }
-    }
-
     /**
      * Ad-hoc runs (AI / one-off pipelines) are still editor activity, so their supplied documents
      * feed the same virtual editor source as stored editor policies, counted against the caller's

app/proprietary/src/main/java/stirling/software/proprietary/policy/engine/PolicyValidator.java

@@ -52,19 +52,7 @@ public class PolicyValidator {
             InputSpec spec = source.toInputSpec();
             inputSourceFor(spec).validate(spec);
         }
-        validateOutput(policy.output());
-    }
-
-    /**
-     * Validate an output spec against its sink. Must be called on a request thread (caller's
-     * principal present) so an S3 output's connection is authorization-checked against the caller -
-     * ad-hoc runs are never persisted and so never hit {@link #validate(Policy)}, and the worker
-     * thread that later delivers has no principal, so this is their only access gate.
-     *
-     * @throws IllegalArgumentException if the type is unknown or the config is invalid/inaccessible
-     */
-    public void validateOutput(OutputSpec output) {
-        outputSinkFor(output).validate(output);
+        outputSinkFor(policy.output()).validate(policy.output());
     }
 
     private PolicyTrigger triggerFor(TriggerConfig config) {

app/proprietary/src/main/java/stirling/software/proprietary/policy/input/S3InputSource.java

@@ -18,7 +18,6 @@ import stirling.software.proprietary.policy.model.InputSpec;
 import stirling.software.proprietary.policy.model.PolicyInputs;
 import stirling.software.proprietary.policy.s3.S3Config;
 import stirling.software.proprietary.policy.s3.S3ConnectionPool;
-import stirling.software.proprietary.policy.s3.S3ConnectionResolver;
 import stirling.software.proprietary.policy.s3.S3Identities;
 
 import software.amazon.awssdk.core.exception.SdkException;
@@ -37,14 +36,15 @@ import software.amazon.awssdk.services.s3.model.S3Object;
  * Reads input files from an Amazon S3 (or S3-compatible) bucket; each listed object is its own unit
  * of work, claimed through the {@link ResolveContext} ledger and tracked in place. Identity and
  * version gate come from {@link S3Identities}, so the steady-state sweep never downloads content.
- * Options: "connectionId" references the stored S3 connection (an {@code IntegrationConfig} owning
- * bucket, region, endpoint, and credentials - resolved by {@link S3ConnectionResolver}); "prefix"
- * (only keys starting with it are read) and "mode" are per-source, where mode is "consume"
- * (default: a processed object is deleted once every policy that claimed it has settled
- * successfully and it is still the version that ran; failures stay in place and are not retried
- * until they change) or "snapshot" (stateless, every run sees the full set). Keys ending in "/"
- * (folder placeholders) and keys with a dot-prefixed path segment are never picked up, mirroring
- * the folder source's hidden-file rule.
+ * Options (see {@link S3Config}): "bucket" (required), "region" (default us-east-1), "prefix" (only
+ * keys starting with it are read), "endpoint" (S3-compatible stores such as MinIO; path-style
+ * addressing is used automatically), "accessKeyId" and "secretAccessKey" (required; requests are
+ * never signed with the server's own AWS identity), and "mode" which is "consume" (default: a
+ * processed object is deleted once every policy that claimed it has settled successfully and it is
+ * still the version that ran; failures stay in place and are not retried until they change) or
+ * "snapshot" (stateless, every run sees the full set). Keys ending in "/" (folder placeholders) and
+ * keys with a dot-prefixed path segment are never picked up, mirroring the folder source's
+ * hidden-file rule.
  */
 @Slf4j
 @Service
@@ -55,7 +55,6 @@ public class S3InputSource implements InputSource {
     private static final String TYPE = "s3";
 
     private final S3ConnectionPool connectionPool;
-    private final S3ConnectionResolver connectionResolver;
 
     @Override
     public String type() {
@@ -68,12 +67,12 @@ public class S3InputSource implements InputSource {
     }
 
     /**
-     * Fails fast at save time: an unknown/disabled/unusable connection, bad config shape, a private
-     * endpoint without the operator opt-in, or a bucket the connection cannot list.
+     * Fails fast at save time: bad config shape, a private endpoint without the operator opt-in, or
+     * a bucket the supplied credentials cannot list.
      */
     @Override
     public void validate(InputSpec spec) {
-        S3Config config = connectionResolver.resolve(spec.options());
+        S3Config config = S3Config.from(spec.options());
         try {
             connectionPool.clientFor(config).listObjectsV2(listRequest(config).maxKeys(1).build());
         } catch (SdkException e) {
@@ -90,7 +89,7 @@ public class S3InputSource implements InputSource {
 
     @Override
     public List<ResolvedInput> resolve(InputSpec spec, ResolveContext ctx) throws IOException {
-        S3Config config = connectionResolver.resolve(spec.options());
+        S3Config config = S3Config.from(spec.options());
         S3Client client = connectionPool.clientFor(config);
         // A listing failure propagates so the sweep reads it as "could not list" (which vetoes
         // presence cleanup), never as "verifiably no objects".

app/proprietary/src/main/java/stirling/software/proprietary/policy/output/S3OutputSink.java

@@ -27,7 +27,6 @@ import stirling.software.proprietary.policy.ledger.ProcessedLedger;
 import stirling.software.proprietary.policy.model.OutputSpec;
 import stirling.software.proprietary.policy.s3.S3Config;
 import stirling.software.proprietary.policy.s3.S3ConnectionPool;
-import stirling.software.proprietary.policy.s3.S3ConnectionResolver;
 import stirling.software.proprietary.policy.s3.S3Identities;
 
 import software.amazon.awssdk.core.exception.SdkException;
@@ -60,7 +59,6 @@ public class S3OutputSink implements PolicyOutputSink {
     private static final String TYPE = "s3";
 
     private final S3ConnectionPool connectionPool;
-    private final S3ConnectionResolver connectionResolver;
     private final ProcessedLedger processedLedger;
 
     @Override
@@ -74,19 +72,19 @@ public class S3OutputSink implements PolicyOutputSink {
     }
 
     /**
-     * Connection resolution (including the saving user's right to use it) and endpoint guard only -
-     * no network probe, since write-only credentials (s3:PutObject without s3:ListBucket) are a
-     * legitimate setup for an output bucket and a listing probe would wrongly reject them.
+     * Config shape and endpoint guard only - no network probe, since write-only credentials
+     * (s3:PutObject without s3:ListBucket) are a legitimate setup for an output bucket and a
+     * listing probe would wrongly reject them.
      */
     @Override
     public void validate(OutputSpec spec) {
-        connectionPool.clientFor(connectionResolver.resolve(spec.options()));
+        connectionPool.clientFor(S3Config.from(spec.options()));
     }
 
     @Override
     public List<ResultFile> deliver(
             OutputDelivery delivery, List<Resource> outputs, OutputSpec spec) throws IOException {
-        S3Config config = connectionResolver.resolve(spec.options());
+        S3Config config = S3Config.from(spec.options());
         S3Client client = connectionPool.clientFor(config);
 
         List<ResultFile> results = new ArrayList<>();

app/proprietary/src/main/java/stirling/software/proprietary/policy/s3/EmbeddedS3CredentialMigration.java

@@ -1,212 +0,0 @@
-package stirling.software.proprietary.policy.s3;
-
-import java.util.LinkedHashMap;
-import java.util.List;
-import java.util.Map;
-
-import org.springframework.boot.autoconfigure.condition.ConditionalOnBooleanProperty;
-import org.springframework.boot.context.event.ApplicationReadyEvent;
-import org.springframework.context.event.EventListener;
-import org.springframework.stereotype.Component;
-import org.springframework.transaction.annotation.Transactional;
-
-import lombok.RequiredArgsConstructor;
-import lombok.extern.slf4j.Slf4j;
-
-import stirling.software.proprietary.access.model.DefaultAccessPolicy;
-import stirling.software.proprietary.access.model.OwnerScope;
-import stirling.software.proprietary.integration.model.IntegrationConfig;
-import stirling.software.proprietary.integration.model.IntegrationType;
-import stirling.software.proprietary.integration.repository.IntegrationConfigRepository;
-import stirling.software.proprietary.model.Team;
-import stirling.software.proprietary.policy.model.OutputSpec;
-import stirling.software.proprietary.policy.model.Policy;
-import stirling.software.proprietary.policy.source.Source;
-import stirling.software.proprietary.policy.source.SourceStore;
-import stirling.software.proprietary.policy.store.PolicyStore;
-import stirling.software.proprietary.security.repository.TeamRepository;
-
-import tools.jackson.databind.ObjectMapper;
-
-/**
- * One-time, idempotent extraction of legacy embedded S3 credentials into stored connections:
- * sources and policy outputs written before connections shipped carry bucket/credentials in their
- * own options; this rewrites each to reference a (deduplicated) S3 {@link IntegrationConfig} and
- * keeps only per-use options (prefix, mode). MUST be programmatic - the option JSON is encrypted at
- * the application layer, so no SQL migration can read it.
- *
- * <p>Idempotent by construction: rewritten rows no longer embed credentials, so re-runs find
- * nothing to do. Connections are deduplicated against both this run's extractions and existing S3
- * connections; a concurrent multi-node boot can at worst create a redundant connection row, never
- * corrupt a source. Ownership follows the owning row: team-scoped when the source/policy has a
- * team, server-scoped otherwise (single-operator self-hosted).
- */
-@Slf4j
-@Component
-@RequiredArgsConstructor
-@ConditionalOnBooleanProperty(name = "policies.enabled")
-public class EmbeddedS3CredentialMigration {
-
-    private static final ObjectMapper OBJECT_MAPPER = new ObjectMapper();
-    private static final List<String> CONNECTION_OPTIONS =
-            List.of("bucket", "region", "endpoint", "accessKeyId", "secretAccessKey");
-    // Field separator for the dedup key: a unit-separator control char that cannot appear in a
-    // bucket/region/endpoint/credential, so distinct field sets can never collide.
-    private static final char DELIMITER = '\u001f';
-
-    private final SourceStore sourceStore;
-    private final PolicyStore policyStore;
-    private final IntegrationConfigRepository connections;
-    private final TeamRepository teamRepository;
-
-    @EventListener(ApplicationReadyEvent.class)
-    @Transactional
-    public void migrate() {
-        Map<String, IntegrationConfig> byCredentialKey = indexExistingConnections();
-        int migrated = 0;
-        for (Source source : sourceStore.all()) {
-            if (!"s3".equals(source.type()) || !embedsCredentials(source.options())) {
-                continue;
-            }
-            IntegrationConfig connection =
-                    connectionFor(source.options(), source.teamId(), byCredentialKey);
-            sourceStore.save(withOptions(source, referencing(connection, source.options(), true)));
-            migrated++;
-        }
-        for (Policy policy : policyStore.all()) {
-            OutputSpec output = policy.output();
-            if (!"s3".equals(output.type()) || !embedsCredentials(output.options())) {
-                continue;
-            }
-            IntegrationConfig connection =
-                    connectionFor(output.options(), policy.teamId(), byCredentialKey);
-            policyStore.save(
-                    withOutput(
-                            policy,
-                            new OutputSpec(
-                                    output.type(),
-                                    referencing(connection, output.options(), false))));
-            migrated++;
-        }
-        if (migrated > 0) {
-            log.info("Extracted embedded S3 credentials from {} row(s) into connections", migrated);
-        }
-    }
-
-    private static boolean embedsCredentials(Map<String, Object> options) {
-        return options.get("accessKeyId") != null;
-    }
-
-    /** Reuses an existing connection with identical coordinates+credentials, else creates one. */
-    private IntegrationConfig connectionFor(
-            Map<String, Object> options, Long teamId, Map<String, IntegrationConfig> byKey) {
-        String key = credentialKey(options);
-        IntegrationConfig existing = byKey.get(key);
-        if (existing != null) {
-            return existing;
-        }
-        IntegrationConfig connection = new IntegrationConfig();
-        connection.setIntegrationType(IntegrationType.S3);
-        connection.setName(connectionName(options, byKey));
-        connection.setEnabled(true);
-        connection.setLocked(false);
-        connection.setDefaultAccess(DefaultAccessPolicy.EXPLICIT_ONLY);
-        Team team = teamId == null ? null : teamRepository.findById(teamId).orElse(null);
-        if (team != null) {
-            connection.setScope(OwnerScope.TEAM);
-            connection.setOwnerTeam(team);
-        } else {
-            // No team (teamless self-hosted, or a source whose team was since deleted): server
-            // scope, i.e. admin-owned. An orphaned-team source's non-admin editor would then need
-            // an admin to re-share the connection - acceptable for the narrow orphaned case.
-            connection.setScope(OwnerScope.SERVER);
-        }
-        Map<String, Object> config = new LinkedHashMap<>();
-        for (String option : CONNECTION_OPTIONS) {
-            Object value = options.get(option);
-            if (value != null && !value.toString().isBlank()) {
-                config.put(option, value);
-            }
-        }
-        connection.setConfig(OBJECT_MAPPER.writeValueAsString(config));
-        IntegrationConfig saved = connections.save(connection);
-        byKey.put(key, saved);
-        return saved;
-    }
-
-    /** The rewritten options: the connection reference plus per-use settings only. */
-    private static Map<String, Object> referencing(
-            IntegrationConfig connection, Map<String, Object> legacy, boolean keepMode) {
-        Map<String, Object> options = new LinkedHashMap<>();
-        options.put(S3ConnectionResolver.CONNECTION_ID_OPTION, connection.getId());
-        Object prefix = legacy.get("prefix");
-        if (prefix != null && !prefix.toString().isBlank()) {
-            options.put("prefix", prefix);
-        }
-        Object mode = legacy.get("mode");
-        if (keepMode && mode != null && !mode.toString().isBlank()) {
-            options.put("mode", mode);
-        }
-        return options;
-    }
-
-    private Map<String, IntegrationConfig> indexExistingConnections() {
-        Map<String, IntegrationConfig> byKey = new LinkedHashMap<>();
-        for (IntegrationConfig connection : connections.findAll()) {
-            if (connection.getIntegrationType() != IntegrationType.S3) {
-                continue;
-            }
-            try {
-                Map<String, Object> config =
-                        OBJECT_MAPPER.readValue(connection.getConfig(), Map.class);
-                byKey.putIfAbsent(credentialKey(config), connection);
-            } catch (Exception e) {
-                log.debug(
-                        "Skipping unreadable S3 connection {} while indexing: {}",
-                        connection.getId(),
-                        e.getMessage());
-            }
-        }
-        return byKey;
-    }
-
-    private static String credentialKey(Map<String, Object> options) {
-        StringBuilder key = new StringBuilder();
-        for (String option : CONNECTION_OPTIONS) {
-            Object value = options.get(option);
-            key.append(value == null ? "" : value.toString().trim()).append(DELIMITER);
-        }
-        return key.toString();
-    }
-
-    private static String connectionName(
-            Map<String, Object> options, Map<String, IntegrationConfig> byKey) {
-        String base = "S3: " + options.getOrDefault("bucket", "bucket");
-        long sameName = byKey.values().stream().filter(c -> c.getName().startsWith(base)).count();
-        return sameName == 0 ? base : base + " (" + (sameName + 1) + ")";
-    }
-
-    private static Source withOptions(Source source, Map<String, Object> options) {
-        return new Source(
-                source.id(),
-                source.name(),
-                source.type(),
-                options,
-                source.enabled(),
-                source.owner(),
-                source.teamId());
-    }
-
-    private static Policy withOutput(Policy policy, OutputSpec output) {
-        return new Policy(
-                policy.id(),
-                policy.name(),
-                policy.owner(),
-                policy.enabled(),
-                policy.trigger(),
-                policy.sourceIds(),
-                policy.steps(),
-                output,
-                policy.teamId());
-    }
-}

app/proprietary/src/main/java/stirling/software/proprietary/policy/s3/PolicyS3ConnectionUsageCheck.java

@@ -1,56 +0,0 @@
-package stirling.software.proprietary.policy.s3;
-
-import java.util.ArrayList;
-import java.util.List;
-import java.util.Map;
-
-import org.springframework.boot.autoconfigure.condition.ConditionalOnBooleanProperty;
-import org.springframework.stereotype.Component;
-
-import lombok.RequiredArgsConstructor;
-
-import stirling.software.proprietary.integration.service.IntegrationConfigUsageCheck;
-import stirling.software.proprietary.policy.model.Policy;
-import stirling.software.proprietary.policy.source.Source;
-import stirling.software.proprietary.policy.source.SourceStore;
-import stirling.software.proprietary.policy.store.PolicyStore;
-
-/**
- * Reports the policy sources and pipeline outputs referencing an S3 connection, so the connection
- * cannot be deleted out from under them (mirrors {@code SourceController}'s referenced-source
- * delete guard). Scans in memory - fine at admin-dashboard scale, always consistent with the live
- * stores.
- */
-@Component
-@RequiredArgsConstructor
-@ConditionalOnBooleanProperty(name = "policies.enabled")
-public class PolicyS3ConnectionUsageCheck implements IntegrationConfigUsageCheck {
-
-    private final SourceStore sourceStore;
-    private final PolicyStore policyStore;
-
-    @Override
-    public List<String> usagesOf(long configId) {
-        List<String> usages = new ArrayList<>();
-        for (Source source : sourceStore.all()) {
-            if (references(source.options(), configId)) {
-                usages.add("source '" + source.name() + "'");
-            }
-        }
-        for (Policy policy : policyStore.all()) {
-            if (references(policy.output().options(), configId)) {
-                usages.add("pipeline '" + policy.name() + "'");
-            }
-        }
-        return usages;
-    }
-
-    private static boolean references(Map<String, Object> options, long configId) {
-        try {
-            Long reference = S3ConnectionResolver.connectionId(options);
-            return reference != null && reference == configId;
-        } catch (IllegalArgumentException unparseable) {
-            return false;
-        }
-    }
-}

app/proprietary/src/main/java/stirling/software/proprietary/policy/s3/S3Config.java

@@ -5,12 +5,10 @@ import java.net.URISyntaxException;
 import java.util.Map;
 
 /**
- * The fully resolved connection settings the S3 input source and output sink run with - normally
- * produced by {@link S3ConnectionResolver} merging a stored connection (bucket, region, endpoint,
- * credentials) with per-use options (prefix, mode), or parsed directly from legacy options that
- * still embed credentials. Credentials are required: there is deliberately no fallback to the
- * server's own AWS credential chain, so user-supplied config can never borrow the host's identity.
- * {@code snapshot} is input-only and ignored by the sink.
+ * Connection settings shared by the S3 input source and output sink, parsed from a spec's options
+ * map. Credentials are required: there is deliberately no fallback to the server's own AWS
+ * credential chain, so user-supplied config can never borrow the host's identity. {@code snapshot}
+ * is input-only and ignored by the sink.
  */
 public record S3Config(
         String bucket,

app/proprietary/src/main/java/stirling/software/proprietary/policy/s3/S3ConnectionResolver.java

@@ -1,151 +0,0 @@
-package stirling.software.proprietary.policy.s3;
-
-import java.util.LinkedHashMap;
-import java.util.Map;
-
-import org.springframework.boot.autoconfigure.condition.ConditionalOnBooleanProperty;
-import org.springframework.security.core.Authentication;
-import org.springframework.security.core.context.SecurityContextHolder;
-import org.springframework.security.core.userdetails.UserDetails;
-import org.springframework.stereotype.Service;
-import org.springframework.transaction.annotation.Transactional;
-
-import lombok.RequiredArgsConstructor;
-import lombok.extern.slf4j.Slf4j;
-
-import stirling.software.proprietary.access.model.ResourceType;
-import stirling.software.proprietary.access.service.OwnershipService;
-import stirling.software.proprietary.integration.model.IntegrationConfig;
-import stirling.software.proprietary.integration.model.IntegrationType;
-import stirling.software.proprietary.integration.repository.IntegrationConfigRepository;
-import stirling.software.proprietary.security.model.User;
-import stirling.software.proprietary.security.service.UserService;
-
-import tools.jackson.core.type.TypeReference;
-import tools.jackson.databind.ObjectMapper;
-
-/**
- * Turns a source's or output's options into a full {@link S3Config} by dereferencing its {@code
- * connectionId} to a stored S3 {@link IntegrationConfig} (the connection owns bucket, region,
- * endpoint, and credentials; the options own per-use settings such as prefix and mode). Options
- * with no {@code connectionId} fall back to legacy embedded credentials, so rows written before
- * connections shipped keep working until {@link EmbeddedS3CredentialMigration} rewrites them.
- *
- * <p>When an authenticated caller is present (save-time validation), they must be allowed to use
- * the connection. Background sweeps and deliveries run with no caller and skip that check: the
- * referencing source or policy was access-checked when it was saved.
- */
-@Slf4j
-@Service
-@RequiredArgsConstructor
-@Transactional(readOnly = true)
-@ConditionalOnBooleanProperty(name = "policies.enabled")
-public class S3ConnectionResolver {
-
-    static final String CONNECTION_ID_OPTION = "connectionId";
-    private static final String PREFIX_OPTION = "prefix";
-    private static final String MODE_OPTION = "mode";
-    private static final ObjectMapper OBJECT_MAPPER = new ObjectMapper();
-
-    private final IntegrationConfigRepository connections;
-    private final OwnershipService ownership;
-    private final UserService userService;
-
-    public S3Config resolve(Map<String, Object> options) {
-        Long connectionId = connectionId(options);
-        if (connectionId == null) {
-            // Legacy embedded credentials, pending migration.
-            return S3Config.from(options);
-        }
-        IntegrationConfig connection =
-                connections
-                        .findById(connectionId)
-                        .filter(cfg -> cfg.getIntegrationType() == IntegrationType.S3)
-                        .filter(this::usableByCurrentUser)
-                        // Existence and access collapse into one error: a caller must not be able
-                        // to tell "no such connection" from "someone else's connection" and
-                        // enumerate ids. The id/name are never echoed.
-                        .orElseThrow(
-                                () ->
-                                        new IllegalArgumentException(
-                                                "unknown or inaccessible s3 connection"));
-        if (!connection.isEnabled()) {
-            throw new IllegalArgumentException("s3 connection is disabled");
-        }
-        Map<String, Object> merged = new LinkedHashMap<>(connectionConfig(connection));
-        copyPerUseOption(options, merged, PREFIX_OPTION);
-        copyPerUseOption(options, merged, MODE_OPTION);
-        return S3Config.from(merged);
-    }
-
-    /** The {@code connectionId} option as a long, or null when the options are legacy-embedded. */
-    static Long connectionId(Map<String, Object> options) {
-        Object reference = options.get(CONNECTION_ID_OPTION);
-        if (reference == null || (reference instanceof String s && s.isBlank())) {
-            return null;
-        }
-        if (reference instanceof Number number) {
-            return number.longValue();
-        }
-        try {
-            return Long.valueOf(reference.toString().trim());
-        } catch (NumberFormatException e) {
-            throw new IllegalArgumentException(
-                    "s3 'connectionId' is not a valid connection reference: " + reference);
-        }
-    }
-
-    /**
-     * Whether the current caller may use this connection. With no principal - a background sweep or
-     * delivery on a worker thread that carries no {@code SecurityContext} - access is treated as
-     * already established: stored policies are validated with the caller present at save time, and
-     * ad-hoc runs are validated on the request thread before dispatch (see {@code
-     * PolicyValidator#validateOutput}). A missing principal must therefore never be the ONLY thing
-     * standing between a caller and a connection, or the check becomes a confused deputy.
-     */
-    private boolean usableByCurrentUser(IntegrationConfig connection) {
-        User user = currentUser();
-        return user == null || ownership.canUse(ResourceType.INTEGRATION_CONFIG, connection, user);
-    }
-
-    // Mirrors ResourceAccessSecurity's principal resolution; null when unauthenticated.
-    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;
-    }
-
-    private static Map<String, Object> connectionConfig(IntegrationConfig connection) {
-        String json = connection.getConfig();
-        if (json == null || json.isBlank()) {
-            return Map.of();
-        }
-        try {
-            return OBJECT_MAPPER.readValue(
-                    json, new TypeReference<LinkedHashMap<String, Object>>() {});
-        } catch (Exception e) {
-            throw new IllegalArgumentException(
-                    "s3 connection '" + connection.getName() + "' has unreadable config", e);
-        }
-    }
-
-    private static void copyPerUseOption(
-            Map<String, Object> options, Map<String, Object> merged, String key) {
-        Object value = options.get(key);
-        if (value != null && !value.toString().isBlank()) {
-            merged.put(key, value);
-        }
-    }
-}

app/proprietary/src/main/java/stirling/software/proprietary/policy/s3/S3IntegrationValidator.java

@@ -1,51 +0,0 @@
-package stirling.software.proprietary.policy.s3;
-
-import java.net.URI;
-import java.util.Map;
-
-import org.springframework.boot.autoconfigure.condition.ConditionalOnBooleanProperty;
-import org.springframework.stereotype.Component;
-
-import lombok.RequiredArgsConstructor;
-
-import stirling.software.common.model.ApplicationProperties;
-import stirling.software.proprietary.cluster.s3.S3Clients;
-import stirling.software.proprietary.integration.model.IntegrationType;
-import stirling.software.proprietary.integration.service.IntegrationConfigValidator;
-
-/**
- * The S3 connection schema, enforced when an S3 {@link IntegrationType} config is saved: bucket and
- * credentials required, endpoint an http(s) URL that must not reach private addresses without the
- * operator opt-in - the same rules {@link S3ConnectionPool} enforces before signing, moved to save
- * time so a bad connection fails in the form rather than in a sweep.
- */
-@Component
-@RequiredArgsConstructor
-@ConditionalOnBooleanProperty(name = "policies.enabled")
-public class S3IntegrationValidator implements IntegrationConfigValidator {
-
-    private final ApplicationProperties applicationProperties;
-
-    @Override
-    public IntegrationType type() {
-        return IntegrationType.S3;
-    }
-
-    @Override
-    public void validate(Map<String, Object> config) {
-        S3Config parsed = S3Config.from(config);
-        if (parsed.endpoint() == null) {
-            return;
-        }
-        try {
-            S3Clients.validateEndpointHost(
-                    URI.create(parsed.endpoint()),
-                    applicationProperties.getPolicies().isAllowPrivateS3Endpoints(),
-                    "S3 connection endpoint",
-                    "set policies.allowPrivateS3Endpoints=true to opt in (e.g. for a local"
-                            + " MinIO).");
-        } catch (IllegalStateException e) {
-            throw new IllegalArgumentException(e.getMessage(), e);
-        }
-    }
-}

app/proprietary/src/main/java/stirling/software/proprietary/security/model/User.java

@@ -103,6 +103,7 @@ public class User implements UserDetails, Serializable {
 
     @ElementCollection
     @MapKeyColumn(name = "setting_key")
+    @Lob
     @Column(name = "setting_value", columnDefinition = "text")
     @CollectionTable(name = "user_settings", joinColumns = @JoinColumn(name = "user_id"))
     @JsonIgnore

app/proprietary/src/test/java/stirling/software/proprietary/integration/service/IntegrationConfigServiceTest.java

@@ -13,9 +13,9 @@ import java.util.Map;
 import java.util.Optional;
 import java.util.Set;
 
-import org.junit.jupiter.api.BeforeEach;
 import org.junit.jupiter.api.Test;
 import org.junit.jupiter.api.extension.ExtendWith;
+import org.mockito.InjectMocks;
 import org.mockito.Mock;
 import org.mockito.junit.jupiter.MockitoExtension;
 import org.springframework.http.HttpStatus;
@@ -52,58 +52,7 @@ class IntegrationConfigServiceTest {
     @Mock
     private stirling.software.proprietary.access.repository.ResourceGrantRepository grantRepository;
 
-    @Mock private IntegrationConfigValidator validator;
-    @Mock private IntegrationConfigUsageCheck usageCheck;
-
-    private IntegrationConfigService service;
-
-    @BeforeEach
-    void setUp() {
-        service =
-                new IntegrationConfigService(
-                        repository,
-                        ownership,
-                        secretMasker,
-                        grantRepository,
-                        List.of(validator),
-                        List.of(usageCheck));
-    }
-
-    @Test
-    void createRejectsAConfigItsTypeValidatorRefuses() {
-        when(secretMasker.sanitize(any())).thenReturn(Map.of());
-        when(validator.type()).thenReturn(IntegrationType.API);
-        org.mockito.Mockito.doThrow(new IllegalArgumentException("api config needs a 'url'"))
-                .when(validator)
-                .validate(any());
-
-        assertThatThrownBy(
-                        () ->
-                                service.create(
-                                        request(IntegrationType.API, OwnerScope.USER, null),
-                                        user(7)))
-                .isInstanceOf(ResponseStatusException.class)
-                .satisfies(
-                        e ->
-                                assertThat(((ResponseStatusException) e).getStatusCode())
-                                        .isEqualTo(HttpStatus.BAD_REQUEST));
-    }
-
-    @Test
-    void deleteRefusedWhileAnythingStillReferencesTheConfig() {
-        IntegrationConfig cfg = config(9L);
-        when(repository.findById(9L)).thenReturn(Optional.of(cfg));
-        when(ownership.canManage(any(), eq(cfg), any())).thenReturn(true);
-        when(usageCheck.usagesOf(9L)).thenReturn(List.of("source 'Claims intake'"));
-
-        assertThatThrownBy(() -> service.delete(9L, user(7)))
-                .isInstanceOf(ResponseStatusException.class)
-                .satisfies(
-                        e ->
-                                assertThat(((ResponseStatusException) e).getStatusCode())
-                                        .isEqualTo(HttpStatus.CONFLICT));
-        verify(repository, org.mockito.Mockito.never()).delete(any(IntegrationConfig.class));
-    }
+    @InjectMocks private IntegrationConfigService service;
 
     @Test
     void createDelegatesOwnershipAndSanitizesConfig() {

app/proprietary/src/test/java/stirling/software/proprietary/policy/controller/PolicyControllerTest.java

@@ -4,7 +4,6 @@ import static org.assertj.core.api.Assertions.assertThat;
 import static org.assertj.core.api.Assertions.assertThatThrownBy;
 import static org.mockito.ArgumentMatchers.any;
 import static org.mockito.ArgumentMatchers.eq;
-import static org.mockito.Mockito.doThrow;
 import static org.mockito.Mockito.never;
 import static org.mockito.Mockito.verify;
 import static org.mockito.Mockito.when;
@@ -195,29 +194,6 @@ class PolicyControllerTest {
                                     assertThat(((ResponseStatusException) e).getStatusCode())
                                             .isEqualTo(HttpStatus.BAD_REQUEST));
         }
-
-        @Test
-        @DisplayName("rejects an ad-hoc output the caller cannot use, on the request thread")
-        void rejectsUnauthorizedAdHocOutput() {
-            // The confused-deputy guard: an S3 output referencing a connection the caller may not
-            // use is validated here (principal present) and refused before any worker dispatch.
-            PipelineDefinition definition =
-                    new PipelineDefinition(
-                            "pipe",
-                            List.of(new PipelineStep("/api/v1/misc/compress-pdf", null)),
-                            new OutputSpec("s3", Map.of("connectionId", 999)));
-            doThrow(new IllegalArgumentException("unknown or inaccessible s3 connection"))
-                    .when(policyValidator)
-                    .validateOutput(any());
-
-            assertThatThrownBy(() -> controller.run(definition, new PolicyRunFiles()))
-                    .isInstanceOf(ResponseStatusException.class)
-                    .satisfies(
-                            e ->
-                                    assertThat(((ResponseStatusException) e).getStatusCode())
-                                            .isEqualTo(HttpStatus.BAD_REQUEST));
-            verify(policyRunner, never()).runAdHoc(any(), any(), any());
-        }
     }
 
     @Nested

app/proprietary/src/test/java/stirling/software/proprietary/policy/engine/PolicyValidatorTest.java

@@ -82,28 +82,6 @@ class PolicyValidatorTest {
         assertTrue(ex.getMessage().contains("schedule"));
     }
 
-    @Test
-    void validateOutputDelegatesToTheSink() {
-        when(outputSink.supports(any())).thenReturn(true);
-        OutputSpec output = new OutputSpec("s3", Map.of("connectionId", 1));
-
-        validator.validateOutput(output);
-
-        verify(outputSink).validate(output);
-    }
-
-    @Test
-    void validateOutputSurfacesAnInaccessibleConnection() {
-        when(outputSink.supports(any())).thenReturn(true);
-        doThrow(new IllegalArgumentException("unknown or inaccessible s3 connection"))
-                .when(outputSink)
-                .validate(any());
-
-        assertThrows(
-                IllegalArgumentException.class,
-                () -> validator.validateOutput(new OutputSpec("s3", Map.of("connectionId", 1))));
-    }
-
     @Test
     void rejectsAnUnknownTriggerType() {
         when(trigger.type()).thenReturn("schedule");

app/proprietary/src/test/java/stirling/software/proprietary/policy/input/S3InputSourceMinioTest.java

@@ -23,7 +23,6 @@ import stirling.software.common.model.ApplicationProperties;
 import stirling.software.proprietary.policy.ledger.InProcessProcessedLedger;
 import stirling.software.proprietary.policy.model.InputSpec;
 import stirling.software.proprietary.policy.s3.S3ConnectionPool;
-import stirling.software.proprietary.policy.s3.S3TestConnections;
 
 import software.amazon.awssdk.auth.credentials.AwsBasicCredentials;
 import software.amazon.awssdk.auth.credentials.StaticCredentialsProvider;
@@ -83,9 +82,7 @@ class S3InputSourceMinioTest {
         // The MinIO endpoint resolves to loopback, so the operator opt-in must be on.
         ApplicationProperties properties = new ApplicationProperties();
         properties.getPolicies().setAllowPrivateS3Endpoints(true);
-        source =
-                new S3InputSource(
-                        new S3ConnectionPool(properties), S3TestConnections.legacyResolver());
+        source = new S3InputSource(new S3ConnectionPool(properties));
         ledger = new InProcessProcessedLedger();
         ctx = new RecordingContext();
     }
@@ -164,9 +161,7 @@ class S3InputSourceMinioTest {
     @Test
     void aPrivateEndpointIsRejectedWithoutTheOperatorOptIn() {
         S3InputSource guarded =
-                new S3InputSource(
-                        new S3ConnectionPool(new ApplicationProperties()),
-                        S3TestConnections.legacyResolver());
+                new S3InputSource(new S3ConnectionPool(new ApplicationProperties()));
 
         assertThatThrownBy(() -> guarded.validate(spec(Map.of())))
                 .isInstanceOf(IllegalArgumentException.class)

app/proprietary/src/test/java/stirling/software/proprietary/policy/input/S3InputSourceTest.java

@@ -29,7 +29,6 @@ import stirling.software.common.model.ApplicationProperties;
 import stirling.software.proprietary.policy.ledger.InProcessProcessedLedger;
 import stirling.software.proprietary.policy.model.InputSpec;
 import stirling.software.proprietary.policy.s3.S3ConnectionPool;
-import stirling.software.proprietary.policy.s3.S3TestConnections;
 
 import software.amazon.awssdk.core.ResponseInputStream;
 import software.amazon.awssdk.core.exception.SdkClientException;
@@ -65,8 +64,7 @@ class S3InputSourceTest {
     void setUp() {
         source =
                 new S3InputSource(
-                        new S3ConnectionPool(new ApplicationProperties(), config -> s3Client),
-                        S3TestConnections.legacyResolver());
+                        new S3ConnectionPool(new ApplicationProperties(), config -> s3Client));
         ledger = new InProcessProcessedLedger();
         ctx = new RecordingContext();
     }

app/proprietary/src/test/java/stirling/software/proprietary/policy/output/S3OutputSinkMinioTest.java

@@ -28,7 +28,6 @@ import stirling.software.proprietary.policy.ledger.InProcessProcessedLedger;
 import stirling.software.proprietary.policy.model.InputSpec;
 import stirling.software.proprietary.policy.model.OutputSpec;
 import stirling.software.proprietary.policy.s3.S3ConnectionPool;
-import stirling.software.proprietary.policy.s3.S3TestConnections;
 
 import software.amazon.awssdk.auth.credentials.AwsBasicCredentials;
 import software.amazon.awssdk.auth.credentials.StaticCredentialsProvider;
@@ -91,8 +90,8 @@ class S3OutputSinkMinioTest {
         properties.getPolicies().setAllowPrivateS3Endpoints(true);
         S3ConnectionPool pool = new S3ConnectionPool(properties);
         ledger = new InProcessProcessedLedger();
-        sink = new S3OutputSink(pool, S3TestConnections.legacyResolver(), ledger);
-        source = new S3InputSource(pool, S3TestConnections.legacyResolver());
+        sink = new S3OutputSink(pool, ledger);
+        source = new S3InputSource(pool);
     }
 
     @Test

app/proprietary/src/test/java/stirling/software/proprietary/policy/output/S3OutputSinkTest.java

@@ -32,7 +32,6 @@ import stirling.software.proprietary.policy.ledger.InProcessProcessedLedger;
 import stirling.software.proprietary.policy.ledger.ProcessedFileStatus;
 import stirling.software.proprietary.policy.model.OutputSpec;
 import stirling.software.proprietary.policy.s3.S3ConnectionPool;
-import stirling.software.proprietary.policy.s3.S3TestConnections;
 
 import software.amazon.awssdk.awscore.exception.AwsServiceException;
 import software.amazon.awssdk.core.exception.SdkClientException;
@@ -67,7 +66,6 @@ class S3OutputSinkTest {
         sink =
                 new S3OutputSink(
                         new S3ConnectionPool(new ApplicationProperties(), config -> s3Client),
-                        S3TestConnections.legacyResolver(),
                         ledger);
     }
 

app/proprietary/src/test/java/stirling/software/proprietary/policy/s3/EmbeddedS3CredentialMigrationTest.java

@@ -1,212 +0,0 @@
-package stirling.software.proprietary.policy.s3;
-
-import static org.junit.jupiter.api.Assertions.assertEquals;
-import static org.junit.jupiter.api.Assertions.assertNull;
-import static org.mockito.ArgumentMatchers.any;
-import static org.mockito.Mockito.lenient;
-import static org.mockito.Mockito.times;
-import static org.mockito.Mockito.verify;
-import static org.mockito.Mockito.when;
-
-import java.util.List;
-import java.util.Map;
-import java.util.Optional;
-import java.util.concurrent.atomic.AtomicLong;
-
-import org.junit.jupiter.api.BeforeEach;
-import org.junit.jupiter.api.Test;
-import org.junit.jupiter.api.extension.ExtendWith;
-import org.mockito.Mock;
-import org.mockito.junit.jupiter.MockitoExtension;
-
-import stirling.software.proprietary.access.model.OwnerScope;
-import stirling.software.proprietary.integration.model.IntegrationConfig;
-import stirling.software.proprietary.integration.repository.IntegrationConfigRepository;
-import stirling.software.proprietary.model.Team;
-import stirling.software.proprietary.policy.model.OutputSpec;
-import stirling.software.proprietary.policy.model.PipelineStep;
-import stirling.software.proprietary.policy.model.Policy;
-import stirling.software.proprietary.policy.source.InProcessSourceStore;
-import stirling.software.proprietary.policy.source.Source;
-import stirling.software.proprietary.policy.store.InProcessPolicyStore;
-import stirling.software.proprietary.security.repository.TeamRepository;
-
-/**
- * Tests for {@link EmbeddedS3CredentialMigration}: legacy embedded credentials become deduplicated
- * team-scoped connections, rewritten rows keep only per-use options, and re-runs are no-ops.
- */
-@ExtendWith(MockitoExtension.class)
-class EmbeddedS3CredentialMigrationTest {
-
-    @Mock private IntegrationConfigRepository connections;
-    @Mock private TeamRepository teamRepository;
-
-    private final InProcessSourceStore sourceStore = new InProcessSourceStore();
-    private final InProcessPolicyStore policyStore = new InProcessPolicyStore();
-    private EmbeddedS3CredentialMigration migration;
-
-    @BeforeEach
-    void setUp() {
-        migration =
-                new EmbeddedS3CredentialMigration(
-                        sourceStore, policyStore, connections, teamRepository);
-        AtomicLong ids = new AtomicLong(100);
-        // Lenient: the nothing-to-migrate cases never create a connection.
-        lenient().when(connections.findAll()).thenReturn(List.of());
-        lenient()
-                .when(connections.save(any()))
-                .thenAnswer(
-                        invocation -> {
-                            IntegrationConfig saved = invocation.getArgument(0);
-                            if (saved.getId() == null) {
-                                saved.setId(ids.incrementAndGet());
-                            }
-                            return saved;
-                        });
-    }
-
-    @Test
-    void extractsSharedCredentialsIntoOneTeamScopedConnection() {
-        Team team = new Team();
-        team.setId(7L);
-        when(teamRepository.findById(7L)).thenReturn(Optional.of(team));
-        Source source =
-                sourceStore.save(
-                        new Source(
-                                null,
-                                "Claims intake",
-                                "s3",
-                                Map.of(
-                                        "bucket", "inbox",
-                                        "prefix", "incoming/",
-                                        "mode", "snapshot",
-                                        "accessKeyId", "AKIAEXAMPLE",
-                                        "secretAccessKey", "shh"),
-                                true,
-                                "alice",
-                                7L));
-        Policy policy =
-                policyStore.save(
-                        new Policy(
-                                null,
-                                "Rotate",
-                                "alice",
-                                true,
-                                null,
-                                List.of(source.id()),
-                                List.of(new PipelineStep("/api/v1/misc/compress-pdf", Map.of())),
-                                new OutputSpec(
-                                        "s3",
-                                        Map.of(
-                                                "bucket", "inbox",
-                                                "prefix", "processed/",
-                                                "accessKeyId", "AKIAEXAMPLE",
-                                                "secretAccessKey", "shh")),
-                                7L));
-
-        migration.migrate();
-
-        // Same bucket + credentials on both rows: exactly one connection extracted.
-        verify(connections, times(1)).save(any());
-        Map<String, Object> sourceOptions = sourceStore.get(source.id()).orElseThrow().options();
-        assertEquals(101L, sourceOptions.get("connectionId"));
-        assertEquals("incoming/", sourceOptions.get("prefix"));
-        assertEquals("snapshot", sourceOptions.get("mode"));
-        assertNull(sourceOptions.get("accessKeyId"));
-        assertNull(sourceOptions.get("secretAccessKey"));
-        assertNull(sourceOptions.get("bucket"));
-
-        Map<String, Object> outputOptions =
-                policyStore.get(policy.id()).orElseThrow().output().options();
-        assertEquals(101L, outputOptions.get("connectionId"));
-        assertEquals("processed/", outputOptions.get("prefix"));
-        assertNull(outputOptions.get("secretAccessKey"));
-    }
-
-    @Test
-    void connectionOwnershipFollowsTheSourceTeam() {
-        Team team = new Team();
-        team.setId(7L);
-        when(teamRepository.findById(7L)).thenReturn(Optional.of(team));
-        sourceStore.save(s3Source("teamed", 7L));
-
-        migration.migrate();
-
-        verify(connections)
-                .save(
-                        org.mockito.ArgumentMatchers.argThat(
-                                connection ->
-                                        connection.getScope() == OwnerScope.TEAM
-                                                && connection.getOwnerTeam() == team));
-    }
-
-    @Test
-    void teamlessRowsBecomeServerScopedConnections() {
-        sourceStore.save(s3Source("solo", null));
-
-        migration.migrate();
-
-        verify(connections)
-                .save(
-                        org.mockito.ArgumentMatchers.argThat(
-                                connection -> connection.getScope() == OwnerScope.SERVER));
-    }
-
-    @Test
-    void aSecondRunFindsNothingToDo() {
-        sourceStore.save(s3Source("once", null));
-
-        migration.migrate();
-        migration.migrate();
-
-        // One connection from the first run; the rewritten source no longer embeds credentials.
-        verify(connections, times(1)).save(any());
-    }
-
-    @Test
-    void nonS3AndAlreadyMigratedRowsAreUntouched() {
-        Source folder =
-                sourceStore.save(
-                        new Source(
-                                null,
-                                "Folder",
-                                "folder",
-                                Map.of("directory", "/in"),
-                                true,
-                                "alice",
-                                null));
-        Source migrated =
-                sourceStore.save(
-                        new Source(
-                                null,
-                                "Done already",
-                                "s3",
-                                Map.of("connectionId", 55L, "prefix", "in/"),
-                                true,
-                                "alice",
-                                null));
-
-        migration.migrate();
-
-        verify(connections, times(0)).save(any());
-        assertEquals(
-                Map.of("directory", "/in"), sourceStore.get(folder.id()).orElseThrow().options());
-        assertEquals(
-                Map.of("connectionId", 55L, "prefix", "in/"),
-                sourceStore.get(migrated.id()).orElseThrow().options());
-    }
-
-    private static Source s3Source(String name, Long teamId) {
-        return new Source(
-                null,
-                name,
-                "s3",
-                Map.of(
-                        "bucket", "inbox",
-                        "accessKeyId", "AKIAEXAMPLE",
-                        "secretAccessKey", "shh"),
-                true,
-                "alice",
-                teamId);
-    }
-}

app/proprietary/src/test/java/stirling/software/proprietary/policy/s3/PolicyS3ConnectionUsageCheckTest.java

@@ -1,52 +0,0 @@
-package stirling.software.proprietary.policy.s3;
-
-import static org.assertj.core.api.Assertions.assertThat;
-
-import java.util.List;
-import java.util.Map;
-
-import org.junit.jupiter.api.Test;
-
-import stirling.software.proprietary.policy.model.OutputSpec;
-import stirling.software.proprietary.policy.model.PipelineStep;
-import stirling.software.proprietary.policy.model.Policy;
-import stirling.software.proprietary.policy.source.InProcessSourceStore;
-import stirling.software.proprietary.policy.source.Source;
-import stirling.software.proprietary.policy.store.InProcessPolicyStore;
-
-/** Tests for {@link PolicyS3ConnectionUsageCheck}'s reference scan across sources and outputs. */
-class PolicyS3ConnectionUsageCheckTest {
-
-    private final InProcessSourceStore sourceStore = new InProcessSourceStore();
-    private final InProcessPolicyStore policyStore = new InProcessPolicyStore();
-    private final PolicyS3ConnectionUsageCheck check =
-            new PolicyS3ConnectionUsageCheck(sourceStore, policyStore);
-
-    @Test
-    void reportsSourcesAndOutputsReferencingTheConnection() {
-        sourceStore.save(
-                new Source(
-                        null,
-                        "Claims intake",
-                        "s3",
-                        Map.of("connectionId", 5L, "prefix", "in/"),
-                        true,
-                        "alice",
-                        null));
-        policyStore.save(
-                new Policy(
-                        null,
-                        "Rotate",
-                        "alice",
-                        true,
-                        null,
-                        List.of(),
-                        List.of(new PipelineStep("/api/v1/misc/compress-pdf", Map.of())),
-                        new OutputSpec("s3", Map.of("connectionId", "5")),
-                        null));
-
-        assertThat(check.usagesOf(5))
-                .containsExactlyInAnyOrder("source 'Claims intake'", "pipeline 'Rotate'");
-        assertThat(check.usagesOf(6)).isEmpty();
-    }
-}

app/proprietary/src/test/java/stirling/software/proprietary/policy/s3/S3ConnectionResolverTest.java

@@ -1,149 +0,0 @@
-package stirling.software.proprietary.policy.s3;
-
-import static org.junit.jupiter.api.Assertions.assertEquals;
-import static org.junit.jupiter.api.Assertions.assertThrows;
-import static org.junit.jupiter.api.Assertions.assertTrue;
-import static org.mockito.ArgumentMatchers.any;
-import static org.mockito.ArgumentMatchers.eq;
-import static org.mockito.Mockito.when;
-
-import java.util.Map;
-import java.util.Optional;
-
-import org.junit.jupiter.api.AfterEach;
-import org.junit.jupiter.api.Test;
-import org.junit.jupiter.api.extension.ExtendWith;
-import org.mockito.Mock;
-import org.mockito.junit.jupiter.MockitoExtension;
-import org.springframework.security.authentication.UsernamePasswordAuthenticationToken;
-import org.springframework.security.core.context.SecurityContextHolder;
-
-import stirling.software.proprietary.access.service.OwnershipService;
-import stirling.software.proprietary.integration.model.IntegrationConfig;
-import stirling.software.proprietary.integration.model.IntegrationType;
-import stirling.software.proprietary.integration.repository.IntegrationConfigRepository;
-import stirling.software.proprietary.security.model.User;
-import stirling.software.proprietary.security.service.UserService;
-
-/**
- * Tests for {@link S3ConnectionResolver}: connection dereferencing with per-use overrides, the
- * legacy embedded fallback, and the save-time access check that background sweeps skip.
- */
-@ExtendWith(MockitoExtension.class)
-class S3ConnectionResolverTest {
-
-    @Mock private IntegrationConfigRepository connections;
-    @Mock private OwnershipService ownership;
-    @Mock private UserService userService;
-
-    @AfterEach
-    void clearSecurityContext() {
-        SecurityContextHolder.clearContext();
-    }
-
-    @Test
-    void resolvesAConnectionAndMergesPerUseOptions() {
-        when(connections.findById(9L)).thenReturn(Optional.of(s3Connection(9L, true)));
-
-        S3Config config =
-                resolver()
-                        .resolve(
-                                Map.of(
-                                        "connectionId", 9L,
-                                        "prefix", "incoming/",
-                                        "mode", "snapshot"));
-
-        assertEquals("inbox", config.bucket());
-        assertEquals("AKIAEXAMPLE", config.accessKeyId());
-        assertEquals("incoming/", config.prefix());
-        assertTrue(config.snapshot());
-    }
-
-    @Test
-    void acceptsAStringConnectionReference() {
-        when(connections.findById(9L)).thenReturn(Optional.of(s3Connection(9L, true)));
-
-        assertEquals("inbox", resolver().resolve(Map.of("connectionId", "9")).bucket());
-    }
-
-    @Test
-    void fallsBackToLegacyEmbeddedCredentials() {
-        S3Config config =
-                resolver()
-                        .resolve(
-                                Map.of(
-                                        "bucket", "legacy",
-                                        "accessKeyId", "AKIAEXAMPLE",
-                                        "secretAccessKey", "shh"));
-
-        assertEquals("legacy", config.bucket());
-    }
-
-    @Test
-    void rejectsUnknownDisabledOrWrongTypeConnections() {
-        when(connections.findById(1L)).thenReturn(Optional.empty());
-        assertThrows(
-                IllegalArgumentException.class,
-                () -> resolver().resolve(Map.of("connectionId", 1L)));
-
-        when(connections.findById(2L)).thenReturn(Optional.of(s3Connection(2L, false)));
-        assertThrows(
-                IllegalArgumentException.class,
-                () -> resolver().resolve(Map.of("connectionId", 2L)));
-
-        IntegrationConfig mcp = s3Connection(3L, true);
-        mcp.setIntegrationType(IntegrationType.MCP);
-        when(connections.findById(3L)).thenReturn(Optional.of(mcp));
-        assertThrows(
-                IllegalArgumentException.class,
-                () -> resolver().resolve(Map.of("connectionId", 3L)));
-    }
-
-    @Test
-    void anAuthenticatedSaverMustBeAllowedToUseTheConnection() {
-        when(connections.findById(9L)).thenReturn(Optional.of(s3Connection(9L, true)));
-        User saver = new User();
-        saver.setUsername("alice");
-        SecurityContextHolder.getContext()
-                .setAuthentication(
-                        new UsernamePasswordAuthenticationToken(saver, null, java.util.List.of()));
-        when(ownership.canUse(any(), any(IntegrationConfig.class), eq(saver))).thenReturn(false);
-
-        // Denied reads the same as unknown and never echoes the connection name, so ids can't be
-        // enumerated by probing.
-        assertThrows(
-                IllegalArgumentException.class,
-                () -> resolver().resolve(Map.of("connectionId", 9L)));
-        try {
-            resolver().resolve(Map.of("connectionId", 9L));
-        } catch (IllegalArgumentException e) {
-            org.junit.jupiter.api.Assertions.assertFalse(
-                    e.getMessage().contains("Claims bucket"),
-                    "access-denied error must not leak the connection name");
-        }
-    }
-
-    @Test
-    void backgroundSweepsWithNoUserSkipTheAccessCheck() {
-        when(connections.findById(9L)).thenReturn(Optional.of(s3Connection(9L, true)));
-
-        // No authentication in the context: resolution succeeds without consulting ownership.
-        assertEquals("inbox", resolver().resolve(Map.of("connectionId", 9L)).bucket());
-    }
-
-    private S3ConnectionResolver resolver() {
-        return new S3ConnectionResolver(connections, ownership, userService);
-    }
-
-    private static IntegrationConfig s3Connection(long id, boolean enabled) {
-        IntegrationConfig connection = new IntegrationConfig();
-        connection.setId(id);
-        connection.setIntegrationType(IntegrationType.S3);
-        connection.setName("Claims bucket");
-        connection.setEnabled(enabled);
-        connection.setConfig(
-                "{\"bucket\":\"inbox\",\"accessKeyId\":\"AKIAEXAMPLE\","
-                        + "\"secretAccessKey\":\"shh\"}");
-        return connection;
-    }
-}

app/proprietary/src/test/java/stirling/software/proprietary/policy/s3/S3IntegrationValidatorTest.java

@@ -1,71 +0,0 @@
-package stirling.software.proprietary.policy.s3;
-
-import static org.assertj.core.api.Assertions.assertThatCode;
-import static org.assertj.core.api.Assertions.assertThatThrownBy;
-
-import java.util.Map;
-
-import org.junit.jupiter.api.Test;
-
-import stirling.software.common.model.ApplicationProperties;
-import stirling.software.proprietary.integration.model.IntegrationType;
-
-/**
- * Tests for {@link S3IntegrationValidator}: the S3 connection schema fails at save time - missing
- * credentials, bad endpoints, and private endpoints without the operator opt-in.
- */
-class S3IntegrationValidatorTest {
-
-    @Test
-    void acceptsACompleteConnection() {
-        assertThatCode(
-                        () ->
-                                validator(false)
-                                        .validate(
-                                                Map.of(
-                                                        "bucket", "inbox",
-                                                        "accessKeyId", "AKIAEXAMPLE",
-                                                        "secretAccessKey", "shh")))
-                .doesNotThrowAnyException();
-    }
-
-    @Test
-    void rejectsMissingCredentialsOrBucket() {
-        assertThatThrownBy(() -> validator(false).validate(Map.of("bucket", "inbox")))
-                .isInstanceOf(IllegalArgumentException.class);
-        assertThatThrownBy(
-                        () ->
-                                validator(false)
-                                        .validate(
-                                                Map.of(
-                                                        "accessKeyId", "AKIAEXAMPLE",
-                                                        "secretAccessKey", "shh")))
-                .isInstanceOf(IllegalArgumentException.class);
-    }
-
-    @Test
-    void rejectsAPrivateEndpointWithoutTheOperatorOptIn() {
-        Map<String, Object> config =
-                Map.of(
-                        "bucket", "inbox",
-                        "accessKeyId", "AKIAEXAMPLE",
-                        "secretAccessKey", "shh",
-                        "endpoint", "http://localhost:9000");
-
-        assertThatThrownBy(() -> validator(false).validate(config))
-                .isInstanceOf(IllegalArgumentException.class)
-                .hasMessageContaining("allowPrivateS3Endpoints");
-        assertThatCode(() -> validator(true).validate(config)).doesNotThrowAnyException();
-    }
-
-    @Test
-    void itOnlyClaimsTheS3Type() {
-        org.junit.jupiter.api.Assertions.assertEquals(IntegrationType.S3, validator(false).type());
-    }
-
-    private static S3IntegrationValidator validator(boolean allowPrivateEndpoints) {
-        ApplicationProperties properties = new ApplicationProperties();
-        properties.getPolicies().setAllowPrivateS3Endpoints(allowPrivateEndpoints);
-        return new S3IntegrationValidator(properties);
-    }
-}

app/proprietary/src/test/java/stirling/software/proprietary/policy/s3/S3TestConnections.java

@@ -1,24 +0,0 @@
-package stirling.software.proprietary.policy.s3;
-
-import static org.mockito.Mockito.mock;
-
-import stirling.software.proprietary.access.service.OwnershipService;
-import stirling.software.proprietary.integration.repository.IntegrationConfigRepository;
-import stirling.software.proprietary.security.service.UserService;
-
-/** Test fixtures for S3 connection plumbing shared across the policy S3 tests. */
-public final class S3TestConnections {
-
-    private S3TestConnections() {}
-
-    /**
-     * A resolver for tests whose options embed credentials directly (the legacy pass-through path),
-     * so its collaborators are never touched.
-     */
-    public static S3ConnectionResolver legacyResolver() {
-        return new S3ConnectionResolver(
-                mock(IntegrationConfigRepository.class),
-                mock(OwnershipService.class),
-                mock(UserService.class));
-    }
-}

build.gradle

@@ -91,7 +91,7 @@ springBoot {
 
 allprojects {
     group = 'stirling.software'
-    version = '2.14.2'
+    version = '2.14.1'
 
     configurations.configureEach {
         exclude group: "org.springframework.boot", module: "spring-boot-starter-tomcat"

frontend/.prettierignore

@@ -12,8 +12,6 @@ editor/public/mockServiceWorker.js
 # Auto-generated OG/social-preview metadata (scripts/generate-og-metadata.mjs); regenerated verbatim.
 editor/public/og-metadata.json
 editor/src/core/data/ogImageMap.json
-# Auto-generated portal docs manifest (scripts/sync-portal-docs.mts); regenerated verbatim.
-editor/src/portal/generated/docsManifest.json
 editor/public/pdfjs*/
 editor/public/js/thirdParty/
 editor/public/css/cookieconsent.css

frontend/editor/public/locales/en-GB/translation.toml

@@ -6603,10 +6603,6 @@ title = "No components available"
 description = "GA components are available on Pay-as-you-go; a few Beta components are enterprise-only. Locked cards show an upgrade nudge."
 title = "Some components need a paid plan"
 
-[portal.docs]
-browse = "Browse docs"
-viewSource = "View source on GitHub"
-
 [portal.docs.authentication]
 codeCaption = "every request"
 eyebrow = "GETTING STARTED"
@@ -6692,19 +6688,11 @@ title = "Official SDKs"
 beta = "Beta"
 deprecated = "Deprecated"
 
-[portal.docs.search]
-empty = "No matching docs"
-placeholder = "Search docs"
-results = "{{count}} results"
-
 [portal.docs.skills]
 eyebrow = "SKILLS"
 lead = "Bundled, named capabilities your agent invokes as a single tool. Each skill is a deterministic op chain with evals attached."
 title = "Agent skills"
 
-[portal.docs.toc]
-title = "On this page"
-
 [portal.docs.webhooks]
 codeCaption = "document.processed"
 eyebrow = "API REFERENCE"
@@ -7258,7 +7246,7 @@ storage = "Storage"
 [portal.nav]
 agent-builder = "Agent Builder"
 components = "Components"
-docs = "Documentation"
+docs = "Developer Docs"
 documents = "Documents"
 editor = "Editor"
 home = "Home"

frontend/editor/public/locales/en-US/translation.toml

@@ -6240,10 +6240,6 @@ muted = "muted"
 nameLabel = "Name"
 namePlaceholder = "e.g. Compliance escalation"
 
-[portal.agentBuilder.status]
-draft = "Draft"
-published = "Published"
-
 [portal.agentBuilder.tabs]
 evals = "Evals"
 scenarios = "Scenarios"
@@ -6467,7 +6463,7 @@ install = "Install"
 usage = "Usage"
 
 [portal.catalogue.detail.locked]
-description = "{{name}} is included from the {{plan}}. Upgrade to embed it."
+description = "{{name}} is included from the {{tier}} plan. Upgrade to embed it."
 title = "Not available on your plan"
 
 [portal.catalogue.detail.preview]
@@ -6534,39 +6530,6 @@ title = "No components available"
 description = "GA components are available on Pay-as-you-go; a few Beta components are enterprise-only. Locked cards show an upgrade nudge."
 title = "Some components need a paid plan"
 
-[portal.connections]
-createTitle = "New S3 connection"
-delete = "Delete"
-edit = "Edit"
-editTitle = "Edit S3 connection"
-subtitle = "Reusable S3 credentials that sources and pipeline outputs connect to."
-
-[portal.connections.actions]
-new = "New connection"
-
-[portal.connections.empty]
-description = "Add an S3 connection to reuse the same bucket and credentials across sources and pipeline outputs."
-title = "No connections yet"
-
-[portal.connections.picker]
-cancel = "Cancel"
-createNew = "New connection..."
-placeholder = "Select a connection"
-save = "Save connection"
-
-[portal.connections.s3.fields]
-name = "Connection name"
-namePlaceholder = "e.g. Claims bucket"
-
-[portal.connections.table]
-bucket = "Bucket"
-name = "Name"
-region = "Region"
-
-[portal.docs]
-browse = "Browse docs"
-viewSource = "View source on GitHub"
-
 [portal.docs.authentication]
 codeCaption = "every request"
 eyebrow = "GETTING STARTED"
@@ -6652,19 +6615,11 @@ title = "Official SDKs"
 beta = "Beta"
 deprecated = "Deprecated"
 
-[portal.docs.search]
-empty = "No matching docs"
-placeholder = "Search docs"
-results = "{{count}} results"
-
 [portal.docs.skills]
 eyebrow = "SKILLS"
 lead = "Bundled, named capabilities your agent invokes as a single tool. Each skill is a deterministic op chain with evals attached."
 title = "Agent skills"
 
-[portal.docs.toc]
-title = "On this page"
-
 [portal.docs.webhooks]
 codeCaption = "document.processed"
 eyebrow = "API REFERENCE"
@@ -7329,7 +7284,7 @@ storage = "Storage"
 [portal.nav]
 agent-builder = "Agent Builder"
 components = "Components"
-docs = "Documentation"
+docs = "Developer Docs"
 documents = "Documents"
 editor = "Editor"
 home = "Home"
@@ -7386,6 +7341,10 @@ operations_one = "Operation ({{count}})"
 operations_other = "Operations ({{count}})"
 output = "Output"
 removeStep = "Remove operation"
+s3Configure = "Configure"
+s3Done = "Done"
+s3ModalTitle = "Amazon S3 output"
+s3NotConfigured = "Not configured"
 s3PrefixHelp = "Outputs are uploaded under this key prefix."
 save = "Save changes"
 scheduleEvery = "Run every"
@@ -7456,7 +7415,6 @@ manual = "Manual"
 schedule = "Scheduled"
 
 [portal.policies]
-defaultName = "{{category}} Policy"
 subtitle = "Standing automations that enforce a tool pipeline on every document. Each policy fires on upload or export, runs its tool chain, and saves the enforced version alongside the original."
 title = "Policies"
 
@@ -8028,29 +7986,34 @@ primaryNav = "Primary navigation"
 switchApp = "Switch app"
 
 [portal.sources]
-subtitle = "Reusable input connections that feed documents into Stirling. Configure a source once, then reference it from any number of pipelines."
+subtitle = "Reusable input connections that feed documents into Stirling. Configure a connection once, then reference it from any number of policies. Click a row for its config and which policies use it."
 title = "Sources"
 
 [portal.sources.actions]
 agentBuilder = "Agent Builder"
 connectSource = "Connect source"
 
-[portal.sources.builder]
-back = "Back to sources"
-cancel = "Cancel"
-create = "Create source"
-createTitle = "Connect a source"
-delete = "Delete"
-editTitle = "Edit source"
-enabled = "Enabled"
-save = "Save changes"
-
 [portal.sources.delete]
 body = "Delete \"{{name}}\"? This can't be undone. Policies that reference it would need to be updated."
 cancel = "Cancel"
 confirm = "Delete"
 title = "Delete source?"
 
+[portal.sources.detail]
+closeAriaLabel = "Close detail"
+delete = "Delete source"
+docs24h = "Last 24h"
+docs30d = "Last 30 days"
+docsTotal = "Total seen"
+docsTrend = "Documents over the last 30 days"
+documents = "Documents"
+edit = "Edit"
+notReferenced = "Not referenced by any policy, so it's safe to delete."
+pause = "Pause"
+resume = "Resume"
+subtitle = "{{type}} · {{status}}"
+usedBy = "Used by"
+
 [portal.sources.empty]
 description = "Connect a folder (and, soon, cloud storage) so your policies have somewhere to pull documents from."
 title = "No sources connected yet"
@@ -8066,15 +8029,10 @@ disabled = "Disabled"
 unused = "Unused"
 
 [portal.sources.table]
-documents = "Documents"
 source = "Source"
 status = "Status"
 usedBy = "Policies"
 
-[portal.sources.tabs]
-connections = "Connections"
-sources = "Sources"
-
 [portal.sources.types.editor]
 description = "Documents your team has processed in the editor, across policy and AI runs."
 label = "Editor"
@@ -8122,10 +8080,6 @@ label = "Access key ID"
 label = "Bucket"
 placeholder = "my-company-inbox"
 
-[portal.sources.types.s3.fields.connection]
-helperText = "The stored connection holding the bucket and credentials. Reused by every source and pipeline output that references it."
-label = "Connection"
-
 [portal.sources.types.s3.fields.endpoint]
 helperText = "Leave blank for Amazon S3. Set to use an S3-compatible service such as MinIO."
 label = "Custom endpoint"
@@ -8155,14 +8109,21 @@ label = "Secret access key"
 label = "Source"
 
 [portal.sources.wizard]
+back = "Back"
+cancel = "Cancel"
+continue = "Continue"
+editTitle = "Edit source"
 name = "Name"
 namePlaceholder = "e.g. Claims intake"
+save = "Save changes"
+subtitle = "Step {{current}} of {{total}} · {{label}}"
+title = "Connect a source"
 type = "Type"
 
-[portal.tier]
-enterprise = "Enterprise plan"
-free = "Editor plan"
-pro = "Processor plan"
+[portal.sources.wizard.steps]
+chooseType = "Choose type"
+configure = "Configure"
+review = "Review & connect"
 
 [portal.usage]
 managePayment = "Manage Payment"
@@ -10178,19 +10139,6 @@ resetPw = "Reset password"
 suspend = "Suspend"
 unlock = "Unlock account"
 
-[users.activity]
-daysAgo = "{{count}}d ago"
-hoursAgo = "{{count}}h ago"
-justNow = "Just now"
-minutesAgo = "{{count}}m ago"
-monthsAgo_one = "{{count}} month ago"
-monthsAgo_other = "{{count}} months ago"
-never = "Never"
-weeksAgo_one = "{{count}} week ago"
-weeksAgo_other = "{{count}} weeks ago"
-yearsAgo_one = "{{count}} year ago"
-yearsAgo_other = "{{count}} years ago"
-
 [users.cap]
 addProcessor = "+ Processor"
 approver = "Approves policy"
@@ -10261,9 +10209,7 @@ by = "Invited by {{who}}"
 cancel = "Cancel"
 count = "{{count}} pending"
 desc = "Invited people who haven't joined yet. They hold a seat until they accept."
-expiresInDays_one = "Expires in {{count}} day"
-expiresInDays_other = "Expires in {{count}} days"
-expiresToday = "Expires today"
+expires = "Expires"
 title = "Pending invitations"
 
 [users.loadError]

frontend/editor/scripts/sync-portal-docs.mts

@@ -1,159 +0,0 @@
-/**
- * Sync the portal Developer Docs from the Stirling docs repo.
- *
- * Fetches the docs repo tarball, extracts `docs/**` in-process (no external tar
- * binary, no per-file GitHub rate limits), shapes it with the pure transforms in
- * src/portal/docs/manifest/transform.ts, and writes the committed manifest that
- * the portal docs view renders. Re-run with `npm run docs:sync`.
- *
- * Env: DOCS_REPO, DOCS_REF, DOCS_ROOT override the defaults below.
- */
-import { gunzipSync } from "node:zlib";
-import { mkdirSync, writeFileSync } from "node:fs";
-import { dirname, resolve } from "node:path";
-import { fileURLToPath } from "node:url";
-// tsx/node16 can't resolve the @portal alias here, so import by relative .ts path.
-// eslint-disable-next-line no-restricted-imports
-import {
-  buildManifest,
-  type CategoryMap,
-  type RawDoc,
-} from "../src/portal/docs/manifest/transform.ts";
-
-const REPO = process.env.DOCS_REPO ?? "Stirling-Tools/Stirling-Tools.github.io";
-const REF = process.env.DOCS_REF ?? "main";
-const ROOT = process.env.DOCS_ROOT ?? "docs";
-const SITE = "https://docs.stirlingpdf.com";
-
-const HERE = dirname(fileURLToPath(import.meta.url));
-const OUT = resolve(HERE, "../src/portal/generated/docsManifest.json");
-
-/* ── Minimal tar reader (ustar + pax/GNU long names) ─────────────────────── */
-
-interface TarEntry {
-  name: string;
-  type: string;
-  data: Buffer;
-}
-
-function readTar(buf: Buffer): TarEntry[] {
-  const entries: TarEntry[] = [];
-  let offset = 0;
-  let longName: string | null = null;
-  let paxPath: string | null = null;
-
-  const str = (start: number, len: number) => {
-    const slice = buf.subarray(start, start + len);
-    const end = slice.indexOf(0);
-    return slice.toString("utf8", 0, end === -1 ? len : end);
-  };
-
-  while (offset + 512 <= buf.length) {
-    const header = buf.subarray(offset, offset + 512);
-    // Two consecutive zero blocks mark the end of the archive.
-    if (header.every((b) => b === 0)) break;
-
-    const name = str(offset, 100);
-    const prefix = str(offset + 345, 155);
-    const sizeStr = str(offset + 124, 12).trim();
-    const size = parseInt(sizeStr, 8) || 0;
-    const type = String.fromCharCode(header[156]);
-    const dataStart = offset + 512;
-    const data = buf.subarray(dataStart, dataStart + size);
-
-    let fullName = prefix ? `${prefix}/${name}` : name;
-    if (longName) {
-      fullName = longName;
-      longName = null;
-    }
-    if (paxPath) {
-      fullName = paxPath;
-      paxPath = null;
-    }
-
-    if (type === "L") {
-      // GNU long name: the payload is the real name of the next entry.
-      longName = data.toString("utf8").replace(/\0+$/, "");
-    } else if (type === "x") {
-      // pax extended header: pull a `path=` record for the next entry.
-      const record = /(?:^|\n)\d+ path=([^\n]+)\n/.exec(data.toString("utf8"));
-      if (record) paxPath = record[1];
-    } else if (type === "0" || type === "\0" || type === "") {
-      entries.push({ name: fullName, type, data: Buffer.from(data) });
-    }
-
-    offset = dataStart + Math.ceil(size / 512) * 512;
-  }
-  return entries;
-}
-
-/* ── Fetch + shape ───────────────────────────────────────────────────────── */
-
-async function main(): Promise<void> {
-  const url = `https://api.github.com/repos/${REPO}/tarball/${REF}`;
-  console.log(`Fetching ${REPO}@${REF} …`);
-  const res = await fetch(url, {
-    headers: {
-      Accept: "application/vnd.github+json",
-      "User-Agent": "stirling-portal-docs-sync",
-      ...(process.env.GITHUB_TOKEN
-        ? { Authorization: `Bearer ${process.env.GITHUB_TOKEN}` }
-        : {}),
-    },
-  });
-  if (!res.ok) {
-    throw new Error(
-      `GitHub tarball fetch failed: ${res.status} ${res.statusText}`,
-    );
-  }
-  const gz = Buffer.from(await res.arrayBuffer());
-  const entries = readTar(gunzipSync(gz));
-
-  // Strip the "<repo>-<sha>/" wrapper dir and keep only files under docs root.
-  const prefix = `${ROOT}/`;
-  const rawDocs: RawDoc[] = [];
-  const categories: CategoryMap = {};
-  for (const entry of entries) {
-    const rel = entry.name.replace(/^[^/]+\//, "");
-    if (!rel.startsWith(prefix)) continue;
-    const inner = rel.slice(prefix.length);
-    if (!inner) continue;
-    if (inner.endsWith("/_category_.json")) {
-      const dir = inner.slice(0, -"/_category_.json".length);
-      try {
-        categories[dir] = JSON.parse(entry.data.toString("utf8"));
-      } catch {
-        console.warn(`  skipping unparseable _category_.json in ${dir}`);
-      }
-    } else if (/\.mdx?$/i.test(inner)) {
-      rawDocs.push({ relPath: inner, content: entry.data.toString("utf8") });
-    }
-  }
-
-  if (rawDocs.length === 0) {
-    throw new Error(`No markdown found under ${ROOT}/ — wrong repo/ref/root?`);
-  }
-
-  const manifest = buildManifest(rawDocs, categories, {
-    repo: REPO,
-    ref: REF,
-    root: ROOT,
-    siteBaseUrl: SITE,
-  });
-
-  mkdirSync(dirname(OUT), { recursive: true });
-  writeFileSync(OUT, JSON.stringify(manifest, null, 2) + "\n", "utf8");
-
-  const items = manifest.nav.reduce((n, s) => n + s.items.length, 0);
-  console.log(
-    `Wrote ${manifest.nav.length} sections, ${items} docs → ${OUT.replace(/.*[/\\]frontend[/\\]/, "frontend/")}`,
-  );
-  for (const s of manifest.nav) {
-    console.log(`  ${s.icon} ${s.label} (${s.items.length})`);
-  }
-}
-
-main().catch((err) => {
-  console.error(err instanceof Error ? err.message : err);
-  process.exitCode = 1;
-});

frontend/editor/scripts/tsconfig.json

@@ -4,9 +4,7 @@
     "module": "node16",
     "moduleResolution": "node16",
     "types": ["node"],
-    "noEmit": true,
-    // sync-portal-docs.mts imports the shared transform by its .ts path (run via tsx).
-    "allowImportingTsExtensions": true
+    "noEmit": true
   },
   "include": ["./**/*.ts", "./**/*.mts"]
 }

frontend/editor/src-tauri/tauri.conf.json

@@ -2,7 +2,7 @@
   "$schema": "../node_modules/@tauri-apps/cli/config.schema.json",
   "productName": "Stirling PDF",
   "mainBinaryName": "Stirling-PDF",
-  "version": "2.14.2",
+  "version": "2.14.1",
   "identifier": "stirling.pdf.dev",
   "build": {
     "frontendDist": "../dist",

frontend/editor/src/core/components/viewer/PanAPIBridge.tsx

@@ -1,5 +1,6 @@
 import { useEffect, useRef } from "react";
 import { usePan } from "@embedpdf/plugin-pan/react";
+import { useInteractionManagerCapability } from "@embedpdf/plugin-interaction-manager/react";
 import { useViewer } from "@app/contexts/ViewerContext";
 import { useActiveDocumentId } from "@app/components/viewer/useActiveDocumentId";
 import { useDocumentReady } from "@app/components/viewer/hooks/useDocumentReady";
@@ -21,13 +22,18 @@ export function PanAPIBridge() {
 
 function PanAPIBridgeInner({ documentId }: { documentId: string }) {
   const { provides: pan, isPanning } = usePan(documentId);
+  const { provides: imCapability } = useInteractionManagerCapability();
   const { registerBridge, triggerImmediatePanUpdate } = useViewer();
 
-  // Keep pan ref updated to avoid re-running effect when object reference changes
+  // Keep refs updated to avoid re-running effect when object references change
   const panRef = useRef(pan);
   useEffect(() => {
     panRef.current = pan;
   }, [pan]);
+  const imRef = useRef(imCapability);
+  useEffect(() => {
+    imRef.current = imCapability;
+  }, [imCapability]);
 
   // Track previous isPanning value to detect changes
   const prevIsPanningRef = useRef<boolean>(isPanning);
@@ -39,6 +45,17 @@ function PanAPIBridgeInner({ documentId }: { documentId: string }) {
         isPanning,
       };
 
+      // Pan off must always land in selection (pointerMode), not the default mode -
+      // if pan ever became the default, disablePan/togglePan couldn't escape it (#5175).
+      const goToPointerMode = () => {
+        const im = imRef.current;
+        if (im) {
+          im.forDocument(documentId).activate("pointerMode");
+        } else {
+          currentPan.disablePan();
+        }
+      };
+
       // Register this bridge with ViewerContext
       registerBridge("pan", {
         state: newState,
@@ -47,22 +64,20 @@ function PanAPIBridgeInner({ documentId }: { documentId: string }) {
             currentPan.enablePan();
           },
           disable: () => {
-            currentPan.disablePan();
+            goToPointerMode();
           },
           toggle: () => {
-            currentPan.togglePan();
-          },
-          makePanDefault: () => {
-            // v2.5.0: makePanDefault may not exist, enable pan as fallback
-            if (
-              "makePanDefault" in currentPan &&
-              typeof (currentPan as any).makePanDefault === "function"
-            ) {
-              (currentPan as any).makePanDefault();
+            if (isPanning) {
+              goToPointerMode();
             } else {
               currentPan.enablePan();
             }
           },
+          makePanDefault: () => {
+            // Never make pan the default mode (that is what locks the viewer in
+            // #5175). Just enable pan for the current interaction.
+            currentPan.enablePan();
+          },
         },
       });
 
@@ -75,7 +90,7 @@ function PanAPIBridgeInner({ documentId }: { documentId: string }) {
     return () => {
       registerBridge("pan", null);
     };
-  }, [isPanning, registerBridge, triggerImmediatePanUpdate]);
+  }, [isPanning, registerBridge, triggerImmediatePanUpdate, documentId]);
 
   return null;
 }

frontend/editor/src/core/components/viewer/useViewerWorkbenchBarButtons.tsx

@@ -209,12 +209,10 @@ export function useViewerWorkbenchBarButtons(
         disabled:
           !isPanning && pendingCount > 0 && redactionActiveType !== null,
         onClick: () => {
+          // Don't optimistically flip isPanning - it must reflect the real EmbedPDF
+          // mode so the button can't show "off" while still stuck in pan (#5175).
           viewer.panActions.togglePan();
-          setIsPanning((prev) => {
-            const next = !prev;
-            if (next && isRulerActive) setIsRulerActive?.(false);
-            return next;
-          });
+          if (!isPanning && isRulerActive) setIsRulerActive?.(false);
         },
       },
       {

frontend/editor/src/core/testing/serverExperienceSimulations.ts

@@ -38,7 +38,7 @@ const FREE_LICENSE_INFO: LicenseInfo = {
 
 const BASE_NO_LOGIN_CONFIG: AppConfig = {
   enableAnalytics: true,
-  appVersion: "2.14.2",
+  appVersion: "2.14.1",
   serverCertificateEnabled: false,
   enableAlphaFunctionality: false,
   serverPort: 8080,

frontend/editor/src/core/tokens/tokens.css

@@ -270,29 +270,8 @@
   --grad-banner: linear-gradient(135deg, #0f172a 0%, #111827 50%, #1a1535 100%);
 }
 
-/* Code palette — theme-aware: a light GitHub-style box in light mode, the dark
-   terminal palette in dark mode. (CodeBlock renders plain text, so only the
-   base colours are load-bearing; the syntax slots are kept for future Shiki. */
-:root,
-[data-theme="light"] {
-  --code-bg: #f6f8fa;
-  --code-bg-alt: #eef1f4;
-  --code-bg-header: #eaeef2;
-  --code-text: #1f2328;
-  --code-dim: #656d76;
-  --code-muted: #8c959f;
-  --code-keyword: #cf222e;
-  --code-string: #0a3069;
-  --code-number: #0550ae;
-  --code-fn: #8250df;
-  --code-type: #953800;
-  --code-property: #0550ae;
-  --code-comment: #6e7781;
-  --code-border: #d0d7de;
-  /* Window-chrome traffic-light dots in the code-block header. */
-  --code-dot: #d0d7de;
-}
-[data-theme="dark"] {
+/* Always-dark code palette. Not theme-switched. */
+:root {
   --code-bg: #0f172a;
   --code-bg-alt: #1e293b;
   --code-bg-header: #1a2332;
@@ -307,16 +286,12 @@
   --code-property: #93c5fd;
   --code-comment: #475569;
   --code-border: #1e293b;
+  /* Window-chrome traffic-light dots in the code-block header. */
   --code-dot: #475569;
 }
 
 /* Radii / typography / motion / spacing / z-index — theme-stable */
 :root {
-  /* Home hero strip navy. Theme-stable by design — the hero keeps this deep
-     navy in both light and dark (it's a branded surface, like the assistant
-     header), so it's defined once here rather than in the light/dark blocks. */
-  --color-hero-navy: #16213e;
-
   --radius-xs: 0.1875rem;
   --radius-sm: 0.25rem;
   --radius-md: 0.375rem;

frontend/editor/src/core/ui/Button.css

@@ -61,14 +61,11 @@
   background: var(--button-bg, transparent) !important;
 }
 
-/* Disabled buttons in dark read as a muted surface (not a dimmed accent that
-   still looks clickable, and not an invisible transparent pill). Covers every
-   variant so a disabled primary and a disabled secondary look alike. */
-[data-theme="dark"] .sui-btn.mantine-Button-root:disabled:not([data-loading]),
 [data-theme="dark"]
-  .sui-btn.mantine-Button-root[data-disabled]:not([data-loading]) {
-  background: var(--color-bg-muted);
-  color: var(--color-text-5);
-  border-color: transparent;
-  opacity: 1;
+  .sui-btn--primary.mantine-Button-root:disabled:not([data-loading]),
+[data-theme="dark"]
+  .sui-btn--primary.mantine-Button-root[data-disabled]:not([data-loading]) {
+  background: var(--button-bg);
+  color: var(--button-color);
+  opacity: 0.55;
 }

frontend/editor/src/core/ui/CodeBlock.css

@@ -51,8 +51,7 @@
   transition: background var(--motion-fast);
 }
 .sui-code__copy:hover {
-  /* Subtle tint that reads on both the light and dark code surfaces. */
-  background: color-mix(in srgb, var(--code-text) 8%, transparent);
+  background: rgba(255, 255, 255, 0.05);
 }
 .sui-code__pre {
   margin: 0;

frontend/editor/src/core/ui/Table.tsx

@@ -19,12 +19,6 @@ export interface TableProps<T> {
   rowKey: (row: T) => string;
   /** Makes rows interactive (hover + click + keyboard). */
   onRowClick?: (row: T) => void;
-  /**
-   * Per-row gate for interactivity, checked only when {@link onRowClick} is set. A row for which
-   * this returns false is inert: no click/keyboard, and not announced as a button. Defaults to
-   * all rows interactive.
-   */
-  isRowInteractive?: (row: T) => boolean;
   /** Rendered in place of the body when there are no rows. */
   empty?: ReactNode;
   className?: string;
@@ -41,7 +35,6 @@ export function Table<T>({
   rows,
   rowKey,
   onRowClick,
-  isRowInteractive,
   empty,
   className,
 }: TableProps<T>) {
@@ -73,42 +66,38 @@ export function Table<T>({
               </td>
             </tr>
           ) : (
-            rows.map((row) => {
-              const rowInteractive =
-                interactive && (isRowInteractive?.(row) ?? true);
-              return (
-                <tr
-                  key={rowKey(row)}
-                  className={
-                    rowInteractive
-                      ? "sui-table__row sui-table__row--interactive"
-                      : "sui-table__row"
-                  }
-                  onClick={rowInteractive ? () => onRowClick?.(row) : undefined}
-                  tabIndex={rowInteractive ? 0 : undefined}
-                  role={rowInteractive ? "button" : undefined}
-                  onKeyDown={
-                    rowInteractive
-                      ? (e) => {
-                          if (e.key === "Enter" || e.key === " ") {
-                            e.preventDefault();
-                            onRowClick?.(row);
-                          }
+            rows.map((row) => (
+              <tr
+                key={rowKey(row)}
+                className={
+                  interactive
+                    ? "sui-table__row sui-table__row--interactive"
+                    : "sui-table__row"
+                }
+                onClick={onRowClick ? () => onRowClick(row) : undefined}
+                tabIndex={interactive ? 0 : undefined}
+                role={interactive ? "button" : undefined}
+                onKeyDown={
+                  interactive
+                    ? (e) => {
+                        if (e.key === "Enter" || e.key === " ") {
+                          e.preventDefault();
+                          onRowClick?.(row);
                         }
-                      : undefined
-                  }
-                >
-                  {columns.map((c) => (
-                    <td
-                      key={c.key}
-                      className={`sui-table__td sui-table__td--${c.align ?? "left"}`}
-                    >
-                      {c.render(row)}
-                    </td>
-                  ))}
-                </tr>
-              );
-            })
+                      }
+                    : undefined
+                }
+              >
+                {columns.map((c) => (
+                  <td
+                    key={c.key}
+                    className={`sui-table__td sui-table__td--${c.align ?? "left"}`}
+                  >
+                    {c.render(row)}
+                  </td>
+                ))}
+              </tr>
+            ))
           )}
         </tbody>
       </table>

frontend/editor/src/portal/ViewRouter.tsx

@@ -1,4 +1,3 @@
-import { lazy, Suspense } from "react";
 import { Navigate, Route, Routes } from "react-router-dom";
 import { Home } from "@portal/views/Home";
 import { Users } from "@portal/views/Users";
@@ -6,23 +5,16 @@ import { Documents } from "@portal/views/Documents";
 import { Pipelines } from "@portal/views/Pipelines";
 import { PipelineBuilder } from "@portal/views/PipelineBuilder";
 import { Sources } from "@portal/views/Sources";
-import { SourceBuilder } from "@portal/views/SourceBuilder";
 import { AgentBuilder } from "@portal/views/AgentBuilder";
 import { Policies } from "@portal/views/Policies";
 import { Components } from "@portal/views/Components";
 import { EditorAdmin } from "@portal/views/EditorAdmin";
 import { Infrastructure } from "@portal/views/Infrastructure";
 import { PortalBillingGate } from "@portal/components/billing/PortalBillingGate";
+import { DeveloperDocs } from "@portal/views/DeveloperDocs";
 import { Procurement } from "@portal/views/Procurement";
 import { VIEW_PATHS, toPortalPath } from "@portal/contexts/ViewContext";
 
-// Lazy so the generated docs manifest (bundled JSON) lands in its own chunk.
-const DeveloperDocs = lazy(() =>
-  import("@portal/views/DeveloperDocs").then((m) => ({
-    default: m.DeveloperDocs,
-  })),
-);
-
 // The portal mounts as a route-set under /processor/* in the editor app, so these
 // child routes are relative to that base: strip the leading slash from the
 // logical VIEW_PATHS, and home is the index route. Redirects use toPortalPath
@@ -44,14 +36,6 @@ export function ViewRouter() {
         element={<PipelineBuilder />}
       />
       <Route path={rel(VIEW_PATHS.sources)} element={<Sources />} />
-      <Route
-        path={`${rel(VIEW_PATHS.sources)}/new`}
-        element={<SourceBuilder />}
-      />
-      <Route
-        path={`${rel(VIEW_PATHS.sources)}/:id`}
-        element={<SourceBuilder />}
-      />
       <Route
         path={rel(VIEW_PATHS["agent-builder"])}
         element={<AgentBuilder />}
@@ -66,14 +50,7 @@ export function ViewRouter() {
       />
       <Route path={rel(VIEW_PATHS.usage)} element={<PortalBillingGate />} />
       <Route path={rel(VIEW_PATHS.procurement)} element={<Procurement />} />
-      <Route
-        path={rel(VIEW_PATHS.docs)}
-        element={
-          <Suspense fallback={null}>
-            <DeveloperDocs />
-          </Suspense>
-        }
-      />
+      <Route path={rel(VIEW_PATHS.docs)} element={<DeveloperDocs />} />
       {/* Account-link is now a Settings panel; redirect legacy bookmarks home. */}
       <Route
         path="account-link"

frontend/editor/src/portal/api/agents.ts

@@ -99,11 +99,6 @@ export const AGENT_STATUS_TONE: Record<AgentStatus, "success" | "neutral"> = {
   draft: "neutral",
 };
 
-export const AGENT_STATUS_LABEL: Record<AgentStatus, string> = {
-  published: "portal.agentBuilder.status.published",
-  draft: "portal.agentBuilder.status.draft",
-};
-
 /**
  * Catalogue of tools an agent can be granted or denied. Surfaced as the chip
  * palette in restricted mode so the deny list is picked from a known set

frontend/editor/src/portal/api/integrations.ts

@@ -1,74 +0,0 @@
-/**
- * Integrations service layer: stored connections (S3 today; MCP/API later) that
- * policy sources and pipeline outputs reference by id instead of embedding
- * credentials. Secrets are write-only - reads return them masked, and sending
- * the mask back on update keeps the stored value.
- */
-import { apiClient } from "@portal/api/http";
-
-export type IntegrationType = "S3" | "MCP" | "API";
-export type OwnerScope = "USER" | "TEAM" | "SERVER";
-
-/** Mirrors the backend IntegrationConfigResponse; `config` values are masked. */
-export interface IntegrationConfig {
-  id: number;
-  integrationType: IntegrationType;
-  name: string;
-  scope: OwnerScope;
-  ownerUserId: number | null;
-  ownerTeamId: number | null;
-  enabled: boolean;
-  locked: boolean;
-  defaultAccess: string;
-  config: Record<string, unknown>;
-  canManage: boolean;
-  createdAt: string;
-  updatedAt: string;
-}
-
-/** Create/update body; omitted fields keep their stored values on update. */
-export interface IntegrationConfigRequest {
-  integrationType?: IntegrationType;
-  name?: string;
-  scope?: OwnerScope;
-  ownerTeamId?: number | null;
-  enabled?: boolean;
-  config?: Record<string, unknown>;
-}
-
-export async function fetchIntegrations(): Promise<IntegrationConfig[]> {
-  return apiClient.local.json<IntegrationConfig[]>("/api/v1/integrations");
-}
-
-/** The S3 connections the caller may use, for source/output pickers. */
-export async function fetchS3Connections(): Promise<IntegrationConfig[]> {
-  return (await fetchIntegrations()).filter(
-    (integration) => integration.integrationType === "S3",
-  );
-}
-
-export async function createIntegration(
-  body: IntegrationConfigRequest,
-): Promise<IntegrationConfig> {
-  return apiClient.local.json<IntegrationConfig>("/api/v1/integrations", {
-    method: "POST",
-    body,
-  });
-}
-
-export async function updateIntegration(
-  id: number,
-  body: IntegrationConfigRequest,
-): Promise<IntegrationConfig> {
-  return apiClient.local.json<IntegrationConfig>(
-    `/api/v1/integrations/${encodeURIComponent(id)}`,
-    { method: "PUT", body },
-  );
-}
-
-export async function deleteIntegration(id: number): Promise<void> {
-  await apiClient.local.json<void>(
-    `/api/v1/integrations/${encodeURIComponent(id)}`,
-    { method: "DELETE" },
-  );
-}

frontend/editor/src/portal/api/policies.ts

@@ -9,7 +9,6 @@
  * approach the editor uses for its own catalogue view.
  */
 
-import type { TFunction } from "i18next";
 import { apiClient } from "@portal/api/http";
 import { fromWirePolicy, toWirePolicy } from "@app/policies/codec";
 import { runsToActivity, runsToStats } from "@app/policies/runs";
@@ -557,30 +556,17 @@ const DEFAULT_RETRY_DELAY = 5;
 // POST /api/v1/policies endpoint. The real backend ignores unknown fields.
 type CatalogueWireBody = WirePolicy & { categoryId: string };
 
-/**
- * The persisted policy name derived from its category, e.g. "Security Policy".
- * `category.label` is an i18n key, so translate it before building the name;
- * otherwise the raw key is persisted and surfaces in the UI (e.g. the Sources
- * "Used by" pill).
- */
-function policyDisplayName(entry: CatalogueEntry, t: TFunction): string {
-  return t("portal.policies.defaultName", {
-    category: t(entry.category.label),
-  });
-}
-
 /** Build a wire policy from a setup wizard result. */
 export function buildWireFromSetup(
   entry: CatalogueEntry,
   result: PolicySetupResult,
-  t: TFunction,
   enabled = true,
 ): CatalogueWireBody {
   return {
     categoryId: entry.category.id,
     ...toWirePolicy({
       id: entry.policy?.state.backendId ?? "",
-      name: policyDisplayName(entry, t),
+      name: `${entry.category.label} Policy`,
       enabled,
       categoryId: entry.category.id,
       sources: result.sources,
@@ -603,14 +589,13 @@ export function buildWireFromState(
   entry: CatalogueEntry,
   policy: DecoratedPolicy,
   enabled: boolean,
-  t: TFunction,
 ): CatalogueWireBody {
   const s = policy.state;
   return {
     categoryId: entry.category.id,
     ...toWirePolicy({
       id: s.backendId ?? "",
-      name: policyDisplayName(entry, t),
+      name: `${entry.category.label} Policy`,
       enabled,
       categoryId: entry.category.id,
       sources: s.sources,

frontend/editor/src/portal/api/users.ts

@@ -1,7 +1,3 @@
-// The bare i18next singleton (the same instance @app/i18n initializes at
-// startup), imported directly so this data module doesn't pull i18n's
-// init side effects into unit tests that mock react-i18next.
-import i18n from "i18next";
 import { apiClient } from "@portal/api/http";
 import type { Tier } from "@portal/contexts/TierContext";
 
@@ -273,23 +269,22 @@ function roleIdFor(u: AdminUserSummaryDto): RoleId {
 
 /** A member's last-seen time as plain language; "Never" when no session is tracked. */
 function relativeTime(value: number | string | undefined): string {
-  if (value === undefined || value === null)
-    return i18n.t("users.activity.never");
+  if (value === undefined || value === null) return "Never";
   const ts = typeof value === "string" ? Date.parse(value) : value;
-  if (!Number.isFinite(ts) || ts <= 0) return i18n.t("users.activity.never");
+  if (!Number.isFinite(ts) || ts <= 0) return "Never";
   const mins = Math.max(0, Math.round((Date.now() - ts) / 60000));
-  if (mins < 1) return i18n.t("users.activity.justNow");
-  if (mins < 60) return i18n.t("users.activity.minutesAgo", { count: mins });
+  if (mins < 1) return "Just now";
+  if (mins < 60) return `${mins}m ago`;
   const hours = Math.round(mins / 60);
-  if (hours < 24) return i18n.t("users.activity.hoursAgo", { count: hours });
+  if (hours < 24) return `${hours}h ago`;
   const days = Math.round(hours / 24);
-  if (days < 7) return i18n.t("users.activity.daysAgo", { count: days });
+  if (days < 7) return `${days}d ago`;
   const weeks = Math.round(days / 7);
-  if (weeks < 5) return i18n.t("users.activity.weeksAgo", { count: weeks });
+  if (weeks < 5) return weeks === 1 ? "1 week ago" : `${weeks} weeks ago`;
   const months = Math.round(days / 30);
-  if (months < 12) return i18n.t("users.activity.monthsAgo", { count: months });
+  if (months < 12) return months <= 1 ? "1 month ago" : `${months} months ago`;
   const years = Math.round(days / 365);
-  return i18n.t("users.activity.yearsAgo", { count: years });
+  return years <= 1 ? "1 year ago" : `${years} years ago`;
 }
 
 /** 0 / huge sentinel license values mean "no seat limit". */

frontend/editor/src/portal/components/EditorStatusCard.css

@@ -15,7 +15,7 @@
   align-items: center;
   gap: 1.25rem;
   padding: 1rem 1.25rem;
-  background: var(--color-hero-navy);
+  background: #16213e;
 }
 
 .portal-editor-hero__logo {
@@ -123,7 +123,7 @@
 .portal-editor-hero__action .portal-editor-hero__cta.sui-btn {
   background: #ffffff;
   border-color: #ffffff;
-  color: var(--color-hero-navy);
+  color: #16213e;
 }
 .portal-editor-hero__action .portal-editor-hero__cta.sui-btn:hover {
   background: rgba(255, 255, 255, 0.88);

frontend/editor/src/portal/components/ProcessingStatusStrip.tsx

@@ -26,7 +26,7 @@ export function ProcessingStatusStrip() {
           style={{ background: TIER_INFO[tier].dotColor }}
           aria-hidden
         />
-        {t(TIER_INFO[tier].labelKey)}
+        {TIER_INFO[tier].label}
       </span>
       <span className="portal-statusstrip__sep" aria-hidden>
         ·

frontend/editor/src/portal/components/WelcomeBanner.css

@@ -18,7 +18,7 @@
   gap: 1rem;
   flex-wrap: wrap;
   padding: 0.875rem 1.25rem;
-  background: var(--color-hero-navy);
+  background: #16213e;
 }
 
 .portal-welcome__brand {
@@ -90,7 +90,7 @@
 .portal-welcome__header .portal-welcome__cta.sui-btn {
   background: #ffffff;
   border-color: #ffffff;
-  color: var(--color-hero-navy);
+  color: #16213e;
 }
 .portal-welcome__header .portal-welcome__cta.sui-btn:hover {
   background: rgba(255, 255, 255, 0.88);

frontend/editor/src/portal/components/agent-builder/AgentBuilderPanel.tsx

@@ -1,11 +1,7 @@
 import { useState } from "react";
 import { useTranslation } from "react-i18next";
 import { StatusBadge, Tabs, type TabItem } from "@app/ui";
-import {
-  type Agent,
-  AGENT_STATUS_LABEL,
-  AGENT_STATUS_TONE,
-} from "@portal/api/agents";
+import { type Agent, AGENT_STATUS_TONE } from "@portal/api/agents";
 import { ScenariosPanel } from "@portal/components/agent-builder/ScenariosPanel";
 import { ToolsPanel } from "@portal/components/agent-builder/ToolsPanel";
 import { EvalsPanel } from "@portal/components/agent-builder/EvalsPanel";
@@ -56,7 +52,7 @@ export function AgentBuilderPanel({
         </div>
         <div className="portal-agents__builder-meta">
           <StatusBadge tone={AGENT_STATUS_TONE[agent.status]} size="sm">
-            {t(AGENT_STATUS_LABEL[agent.status])}
+            {agent.status}
           </StatusBadge>
           <code className="portal-agents__builder-version">
             {agent.version}

frontend/editor/src/portal/components/agent-builder/AgentSelector.tsx

@@ -1,9 +1,5 @@
 import { useTranslation } from "react-i18next";
-import {
-  type Agent,
-  AGENT_STATUS_LABEL,
-  AGENT_STATUS_TONE,
-} from "@portal/api/agents";
+import { type Agent, AGENT_STATUS_TONE } from "@portal/api/agents";
 import { Button, StatusBadge } from "@app/ui";
 import "@portal/views/AgentBuilder.css";
 
@@ -44,7 +40,7 @@ export function AgentSelector({
           </span>
           <span className="portal-agents__selector-meta">
             <StatusBadge tone={AGENT_STATUS_TONE[a.status]} size="sm">
-              {t(AGENT_STATUS_LABEL[a.status])}
+              {a.status}
             </StatusBadge>
             <code className="portal-agents__selector-version">{a.version}</code>
           </span>

frontend/editor/src/portal/components/agent-builder/VersionsPanel.tsx

@@ -1,10 +1,6 @@
 import { useTranslation } from "react-i18next";
 import { Button, StatusBadge } from "@app/ui";
-import {
-  type Agent,
-  AGENT_STATUS_LABEL,
-  AGENT_STATUS_TONE,
-} from "@portal/api/agents";
+import { type Agent, AGENT_STATUS_TONE } from "@portal/api/agents";
 import "@portal/views/AgentBuilder.css";
 
 interface VersionsPanelProps {
@@ -56,7 +52,7 @@ export function VersionsPanel({ agent, historyUnlocked }: VersionsPanelProps) {
                     {v.version}
                   </code>
                   <StatusBadge tone={AGENT_STATUS_TONE[v.status]} size="sm">
-                    {t(AGENT_STATUS_LABEL[v.status])}
+                    {v.status}
                   </StatusBadge>
                   {isCurrent && (
                     <StatusBadge tone="info" size="sm" showDot={false}>

frontend/editor/src/portal/components/catalogue/ComponentDetailModal.tsx

@@ -12,11 +12,9 @@ import {
 } from "@app/ui";
 import {
   type SdkComponent,
-  BILLING_UNIT_LABEL,
   MATURITY_META,
   formatPrice,
 } from "@portal/api/sdkComponents";
-import { TIER_INFO } from "@portal/contexts/TierContext";
 import { ComponentPropsTable } from "@portal/components/catalogue/ComponentPropsTable";
 import "@portal/views/Components.css";
 
@@ -115,7 +113,7 @@ export function ComponentDetailModal({
           title={t("portal.catalogue.detail.locked.title")}
           description={t("portal.catalogue.detail.locked.description", {
             name: component.name,
-            plan: t(TIER_INFO[component.minTier].labelKey),
+            tier: component.minTier,
           })}
         />
       )}
@@ -207,7 +205,7 @@ export function ComponentDetailModal({
               />
               <StatTile
                 label={t("portal.catalogue.detail.stats.billedOn")}
-                value={t(BILLING_UNIT_LABEL[component.pricing.unit])}
+                value={component.pricing.unit}
               />
               <StatTile
                 label={t("portal.catalogue.detail.stats.freeQuota")}
@@ -222,7 +220,7 @@ export function ComponentDetailModal({
             </div>
             <p className="portal-components__pricing-note">
               {t("portal.catalogue.detail.pricing.note", {
-                unit: t(BILLING_UNIT_LABEL[component.pricing.unit]),
+                unit: component.pricing.unit,
               })}
             </p>
           </div>

frontend/editor/src/portal/components/docs/DocsNav.tsx

@@ -1,45 +1,8 @@
-import { useEffect, useMemo, useRef, useState } from "react";
 import { Button, Skeleton, StatusBadge } from "@app/ui";
 import { useTranslation } from "react-i18next";
 import type { DocsNavSection } from "@portal/api/docs";
 
-/**
- * Left-hand documentation nav: a hierarchical accordion. Section ids encode their
- * path ("functionality/security" is a child of "functionality"), so sub-sections
- * nest under their parent. The root "Overview" section is static (always open, no
- * toggle); every other section collapses, and only the branch leading to the
- * active doc opens by default. (Search lives in DocsSearch above this.)
- */
-
-// Matches the generator's ROOT_SECTION_ID: the intro section is never collapsible.
-const STATIC_SECTION_ID = "overview";
-
-interface NavNode {
-  section: DocsNavSection;
-  children: NavNode[];
-}
-
-/** Split "a/b/c" → "a/b"; null for a top-level id. */
-function parentId(id: string): string | null {
-  const i = id.lastIndexOf("/");
-  return i === -1 ? null : id.slice(0, i);
-}
-
-/** Build the section tree from the flat, pre-sorted section list. */
-function buildTree(sections: DocsNavSection[]): NavNode[] {
-  const byId = new Map<string, NavNode>(
-    sections.map((s) => [s.id, { section: s, children: [] }]),
-  );
-  const roots: NavNode[] = [];
-  for (const node of byId.values()) {
-    const pid = parentId(node.section.id);
-    const parent = pid ? byId.get(pid) : undefined;
-    if (parent) parent.children.push(node);
-    else roots.push(node);
-  }
-  return roots;
-}
-
+/** Left-hand documentation nav tree; each leaf selects an in-page section. */
 export function DocsNav({
   sections,
   active,
@@ -50,125 +13,50 @@ export function DocsNav({
   onSelect: (id: string) => void;
 }) {
   const { t } = useTranslation();
-  // Per-section manual open/close, overriding the "active branch only" default.
-  const [toggled, setToggled] = useState<Record<string, boolean>>({});
-  const activeRef = useRef<HTMLButtonElement>(null);
-
-  const activeSectionId = useMemo(
-    () => sections.find((s) => s.items.some((i) => i.id === active))?.id,
-    [sections, active],
-  );
-
-  const tree = useMemo(() => buildTree(sections), [sections]);
-
-  // Keep the active item in view when navigating (e.g. via a cross-link).
-  useEffect(() => {
-    activeRef.current?.scrollIntoView?.({ block: "nearest" });
-  }, [active]);
-
-  const isOpen = (id: string): boolean => {
-    if (id === STATIC_SECTION_ID) return true;
-    // Default-open the branch containing the active doc (self or ancestor).
-    const onActivePath =
-      !!activeSectionId &&
-      (activeSectionId === id || activeSectionId.startsWith(id + "/"));
-    return toggled[id] ?? onActivePath;
-  };
-
-  const renderNode = (node: NavNode) => {
-    const { section, children } = node;
-    const isStatic = section.id === STATIC_SECTION_ID;
-    const open = isOpen(section.id);
-    return (
-      <div key={section.id} className="portal-docs__nav-group">
-        {isStatic ? (
-          <div className="portal-docs__nav-head">{section.label}</div>
-        ) : (
-          <Button
-            variant="tertiary"
-            fullWidth
-            justify="between"
-            className="portal-docs__nav-head portal-docs__nav-head--button"
-            aria-expanded={open}
-            onClick={() =>
-              setToggled((prev) => ({ ...prev, [section.id]: !open }))
-            }
-            rightSection={
-              <span className="portal-docs__nav-count">
-                {section.items.length}
-              </span>
-            }
-          >
-            <span className="portal-docs__nav-head-main">
-              <span
-                className={
-                  "portal-docs__nav-chevron" + (open ? " is-open" : "")
-                }
-                aria-hidden
-              >
-                ▸
-              </span>
-              <span className="portal-docs__nav-headlabel">
-                {section.label}
-              </span>
-            </span>
-          </Button>
-        )}
-
-        {open && (
-          <>
-            {section.items.length > 0 && (
-              <ul className="portal-docs__nav-list">
-                {section.items.map((item) => {
-                  const isActive = item.id === active;
-                  return (
-                    <li key={item.id}>
-                      <Button
-                        ref={isActive ? activeRef : undefined}
-                        variant="tertiary"
-                        justify="start"
-                        fullWidth
-                        className={
-                          "portal-docs__nav-link" +
-                          (isActive ? " is-active" : "")
-                        }
-                        aria-current={isActive ? "page" : undefined}
-                        onClick={() => onSelect(item.id)}
-                      >
-                        <span className="portal-docs__nav-label">
-                          {item.label}
-                        </span>
-                        {item.badge && (
-                          <StatusBadge
-                            tone={item.badge === "New" ? "success" : "info"}
-                            size="sm"
-                          >
-                            {item.badge}
-                          </StatusBadge>
-                        )}
-                      </Button>
-                    </li>
-                  );
-                })}
-              </ul>
-            )}
-            {children.length > 0 && (
-              <div className="portal-docs__nav-children">
-                {children.map(renderNode)}
-              </div>
-            )}
-          </>
-        )}
-      </div>
-    );
-  };
-
   return (
     <nav
       className="portal-docs__nav"
       aria-label={t("portal.docs.nav.ariaLabel")}
     >
-      {tree.map(renderNode)}
+      {sections.map((section) => (
+        <div key={section.id} className="portal-docs__nav-group">
+          <div className="portal-docs__nav-head">
+            <span className="portal-docs__nav-icon" aria-hidden>
+              {section.icon}
+            </span>
+            {section.label}
+          </div>
+          <ul className="portal-docs__nav-list">
+            {section.items.map((item) => {
+              const isActive = item.id === active;
+              return (
+                <li key={item.id}>
+                  <Button
+                    variant="tertiary"
+                    justify="start"
+                    fullWidth
+                    className={
+                      "portal-docs__nav-link" + (isActive ? " is-active" : "")
+                    }
+                    aria-current={isActive ? "page" : undefined}
+                    onClick={() => onSelect(item.id)}
+                  >
+                    <span className="portal-docs__nav-label">{item.label}</span>
+                    {item.badge && (
+                      <StatusBadge
+                        tone={item.badge === "New" ? "success" : "info"}
+                        size="sm"
+                      >
+                        {item.badge}
+                      </StatusBadge>
+                    )}
+                  </Button>
+                </li>
+              );
+            })}
+          </ul>
+        </div>
+      ))}
     </nav>
   );
 }
@@ -176,16 +64,14 @@ export function DocsNav({
 export function DocsNavSkeleton() {
   return (
     <nav className="portal-docs__nav" aria-hidden>
-      {Array.from({ length: 5 }).map((_, gi) => (
+      {Array.from({ length: 4 }).map((_, gi) => (
         <div key={gi} className="portal-docs__nav-group">
           <Skeleton width="7rem" height="0.75rem" />
-          {gi === 0 && (
-            <div className="portal-docs__nav-list">
-              {Array.from({ length: 4 }).map((_, li) => (
-                <Skeleton key={li} width="80%" height="0.875rem" />
-              ))}
-            </div>
-          )}
+          <div className="portal-docs__nav-list">
+            {Array.from({ length: 3 }).map((_, li) => (
+              <Skeleton key={li} width="80%" height="0.875rem" />
+            ))}
+          </div>
         </div>
       ))}
     </nav>

frontend/editor/src/portal/components/docs/DocsSearch.tsx

@@ -1,137 +0,0 @@
-import { useEffect, useRef, useState } from "react";
-import { useTranslation } from "react-i18next";
-import { Button } from "@app/ui";
-import type { SearchResult, Segment } from "@portal/docs/search";
-
-/** Render highlighted segments, wrapping matched runs in <mark>. */
-function Highlighted({ segments }: { segments: Segment[] }) {
-  return (
-    <>
-      {segments.map((s, i) =>
-        s.hit ? (
-          <mark key={i} className="portal-docs__hl">
-            {s.text}
-          </mark>
-        ) : (
-          <span key={i}>{s.text}</span>
-        ),
-      )}
-    </>
-  );
-}
-
-/**
- * Docs search box + results. While a query is active it shows a ranked list of
- * matching docs — each with its section, a highlighted title, and a content
- * snippet — that navigates on click (or Enter). Arrow keys move the selection.
- */
-export function DocsSearch({
-  query,
-  onQueryChange,
-  results,
-  onSelect,
-}: {
-  query: string;
-  onQueryChange: (q: string) => void;
-  results: SearchResult[];
-  onSelect: (docId: string) => void;
-}) {
-  const { t } = useTranslation();
-  // -1 = nothing pre-selected; arrow keys drive this, the mouse uses CSS :hover.
-  const [activeIndex, setActiveIndex] = useState(-1);
-  const listRef = useRef<HTMLUListElement>(null);
-  const hasQuery = query.trim().length > 0;
-
-  useEffect(() => setActiveIndex(-1), [query]);
-
-  useEffect(() => {
-    listRef.current
-      ?.querySelector<HTMLElement>('[data-active="true"]')
-      ?.scrollIntoView?.({ block: "nearest" });
-  }, [activeIndex]);
-
-  const onKeyDown = (e: React.KeyboardEvent<HTMLInputElement>) => {
-    if (e.key === "Escape") {
-      onQueryChange("");
-      return;
-    }
-    if (!results.length) return;
-    if (e.key === "ArrowDown") {
-      e.preventDefault();
-      setActiveIndex((i) => Math.min(i + 1, results.length - 1));
-    } else if (e.key === "ArrowUp") {
-      e.preventDefault();
-      setActiveIndex((i) => Math.max(i - 1, 0));
-    } else if (e.key === "Enter") {
-      e.preventDefault();
-      const hit = results[activeIndex >= 0 ? activeIndex : 0];
-      if (hit) onSelect(hit.id);
-    }
-  };
-
-  return (
-    <div className="portal-docs__search">
-      <div className="portal-docs__search-box">
-        <span className="portal-docs__search-icon" aria-hidden>
-          ⌕
-        </span>
-        <input
-          type="search"
-          className="portal-docs__search-input"
-          placeholder={t("portal.docs.search.placeholder")}
-          value={query}
-          onChange={(e) => onQueryChange(e.target.value)}
-          onKeyDown={onKeyDown}
-          aria-label={t("portal.docs.search.placeholder")}
-        />
-      </div>
-
-      {hasQuery && (
-        <div className="portal-docs__results">
-          {results.length === 0 ? (
-            <p className="portal-docs__nav-empty">
-              {t("portal.docs.search.empty")}
-            </p>
-          ) : (
-            <>
-              <div className="portal-docs__results-count">
-                {t("portal.docs.search.results", { count: results.length })}
-              </div>
-              <ul ref={listRef} className="portal-docs__results-list">
-                {results.map((r, i) => (
-                  <li key={r.id}>
-                    <Button
-                      variant="tertiary"
-                      fullWidth
-                      justify="start"
-                      className={
-                        "portal-docs__result" +
-                        (i === activeIndex ? " is-active" : "")
-                      }
-                      data-active={i === activeIndex}
-                      onClick={() => onSelect(r.id)}
-                    >
-                      <span className="portal-docs__result-body">
-                        <span className="portal-docs__result-head">
-                          <span className="portal-docs__result-title">
-                            <Highlighted segments={r.titleSegments} />
-                          </span>
-                          <span className="portal-docs__result-section">
-                            {r.sectionLabel}
-                          </span>
-                        </span>
-                        <span className="portal-docs__result-snippet">
-                          <Highlighted segments={r.snippet} />
-                        </span>
-                      </span>
-                    </Button>
-                  </li>
-                ))}
-              </ul>
-            </>
-          )}
-        </div>
-      )}
-    </div>
-  );
-}

frontend/editor/src/portal/components/docs/DocsToc.tsx

@@ -1,80 +0,0 @@
-import { useEffect, useState, type RefObject } from "react";
-import { useTranslation } from "react-i18next";
-import type { Heading } from "@portal/docs/headings";
-
-/**
- * "On this page" table of contents. Lists the current doc's H2/H3 headings,
- * scrolls the reading pane to a heading on click, and highlights the section
- * currently in view (scroll-spy against the pane's scroll container).
- */
-export function DocsToc({
-  headings,
-  scrollRef,
-}: {
-  headings: Heading[];
-  scrollRef: RefObject<HTMLElement | null>;
-}) {
-  const { t } = useTranslation();
-  const [active, setActive] = useState<string>(headings[0]?.slug ?? "");
-
-  useEffect(() => {
-    const root = scrollRef.current;
-    if (!root || headings.length === 0) return;
-    setActive(headings[0].slug);
-
-    const visible = new Set<string>();
-    const observer = new IntersectionObserver(
-      (entries) => {
-        for (const e of entries) {
-          if (e.isIntersecting) visible.add(e.target.id);
-          else visible.delete(e.target.id);
-        }
-        // The topmost heading currently within the active zone wins.
-        const current = headings.find((h) => visible.has(h.slug));
-        if (current) setActive(current.slug);
-      },
-      // Active zone = the top ~30% of the reading pane.
-      { root, rootMargin: "0px 0px -70% 0px", threshold: 0 },
-    );
-
-    const els = headings
-      .map((h) => root.querySelector(`[id="${h.slug}"]`))
-      .filter((el): el is Element => el !== null);
-    els.forEach((el) => observer.observe(el));
-    return () => observer.disconnect();
-  }, [headings, scrollRef]);
-
-  const onSelect = (slug: string) => {
-    scrollRef.current
-      ?.querySelector(`[id="${slug}"]`)
-      ?.scrollIntoView({ block: "start", behavior: "smooth" });
-    setActive(slug);
-  };
-
-  return (
-    <nav className="portal-docs__toc" aria-label={t("portal.docs.toc.title")}>
-      <div className="portal-docs__toc-title">{t("portal.docs.toc.title")}</div>
-      <ul className="portal-docs__toc-list">
-        {headings.map((h) => (
-          <li key={h.slug}>
-            <a
-              href={`#${h.slug}`}
-              className={
-                "portal-docs__toc-link" +
-                (h.level === 3 ? " is-sub" : "") +
-                (active === h.slug ? " is-active" : "")
-              }
-              aria-current={active === h.slug ? "location" : undefined}
-              onClick={(e) => {
-                e.preventDefault();
-                onSelect(h.slug);
-              }}
-            >
-              {h.text}
-            </a>
-          </li>
-        ))}
-      </ul>
-    </nav>
-  );
-}

frontend/editor/src/portal/components/docs/MarkdownDoc.tsx

@@ -1,131 +0,0 @@
-import { isValidElement, useState, type ReactNode } from "react";
-import ReactMarkdown, {
-  defaultUrlTransform,
-  type Components,
-} from "react-markdown";
-import remarkGfm from "remark-gfm";
-import { Button } from "@app/ui";
-import { makeSlugger } from "@portal/docs/headings";
-
-/** Flatten a heading's React children to plain text for its anchor id. */
-function childText(node: ReactNode): string {
-  if (typeof node === "string" || typeof node === "number") return String(node);
-  if (Array.isArray(node)) return node.map(childText).join("");
-  if (isValidElement(node)) {
-    return childText((node.props as { children?: ReactNode }).children);
-  }
-  return "";
-}
-
-// Keep our internal `doc:` scheme; sanitize every other URL as react-markdown
-// would by default (it strips unknown protocols, which would kill doc: links).
-function urlTransform(url: string): string {
-  return url.startsWith("doc:") ? url : defaultUrlTransform(url);
-}
-
-/**
- * Renders a doc's normalised markdown. Internal cross-doc links carry the
- * `doc:` scheme (see the sync transform) and are intercepted here so they
- * navigate within the portal instead of leaving the app.
- */
-
-function CopyButton({ text }: { text: string }) {
-  const [copied, setCopied] = useState(false);
-  return (
-    <Button
-      variant="tertiary"
-      size="sm"
-      className="portal-docs__md-copy"
-      onClick={() =>
-        void navigator.clipboard.writeText(text).then(() => {
-          setCopied(true);
-          setTimeout(() => setCopied(false), 1500);
-        })
-      }
-    >
-      {copied ? "✓ Copied" : "Copy"}
-    </Button>
-  );
-}
-
-function buildComponents(
-  onNavigate: (docId: string) => void,
-  slug: (text: string) => string,
-): Components {
-  return {
-    h2: ({ children }) => <h2 id={slug(childText(children))}>{children}</h2>,
-    h3: ({ children }) => <h3 id={slug(childText(children))}>{children}</h3>,
-    a: ({ href, children }) => {
-      if (href?.startsWith("doc:")) {
-        const id = href.slice(4);
-        return (
-          <a
-            href={`#${id}`}
-            onClick={(e) => {
-              e.preventDefault();
-              onNavigate(id);
-            }}
-          >
-            {children}
-          </a>
-        );
-      }
-      const external = /^https?:/i.test(href ?? "");
-      return (
-        <a
-          href={href}
-          target={external ? "_blank" : undefined}
-          rel={external ? "noopener noreferrer" : undefined}
-        >
-          {children}
-        </a>
-      );
-    },
-    // Eager, not lazy: lazy-loading inside the docs' own scroll container isn't
-    // reliably triggered, and docs pages have only a handful of images.
-    img: ({ node: _node, ...props }) => (
-      <img {...props} className="portal-docs__md-img" />
-    ),
-    pre: ({ children }) => {
-      const code = isValidElement(children)
-        ? String(
-            (children.props as { children?: unknown }).children ?? "",
-          ).replace(/\n$/, "")
-        : String(children ?? "");
-      return (
-        <div className="portal-docs__md-pre">
-          <pre>{children}</pre>
-          <CopyButton text={code} />
-        </div>
-      );
-    },
-    table: ({ children }) => (
-      <div className="portal-docs__md-tablewrap">
-        <table>{children}</table>
-      </div>
-    ),
-  };
-}
-
-export function MarkdownDoc({
-  markdown,
-  onNavigate,
-}: {
-  markdown: string;
-  onNavigate: (docId: string) => void;
-}) {
-  // A fresh de-duping slugger per render; react-markdown invokes h2/h3 in
-  // document order, so ids line up with the TOC's extractHeadings slugs.
-  const slug = makeSlugger();
-  return (
-    <div className="portal-docs__md">
-      <ReactMarkdown
-        remarkPlugins={[remarkGfm]}
-        urlTransform={urlTransform}
-        components={buildComponents(onNavigate, slug)}
-      >
-        {markdown}
-      </ReactMarkdown>
-    </div>
-  );
-}

frontend/editor/src/portal/components/documents/ReviewQueue.tsx

@@ -157,7 +157,7 @@ export function ReviewQueue({ documents, loading }: ReviewQueueProps) {
               <Button
                 variant="secondary"
                 onClick={() =>
-                  navigate(`${toPortalPath(VIEW_PATHS.sources)}/new`)
+                  navigate(`${toPortalPath(VIEW_PATHS.sources)}?new`)
                 }
               >
                 {t("portal.documents.queue.empty.connectSource")}

frontend/editor/src/portal/components/infrastructure/ApiKeyCard.tsx

@@ -23,7 +23,7 @@ export function ApiKeyCard({ apiKey }: { apiKey: ApiKey }) {
         rightSection={
           <span className="portal-infra__key-head-right">
             <StatusBadge tone={KEY_TONE[apiKey.status]} size="sm">
-              {t(KEY_LABEL[apiKey.status])}
+              {KEY_LABEL[apiKey.status]}
             </StatusBadge>
             <span
               className={"portal-infra__chevron" + (open ? " is-open" : "")}

frontend/editor/src/portal/components/procurement/DocumentLedger.tsx

@@ -75,7 +75,7 @@ export function DocumentLedger({
                     className="portal-proc__stage-label"
                     data-current={cur || undefined}
                   >
-                    {t(group.label)}
+                    {group.label}
                   </span>
                   {blurb && (
                     <span className="portal-proc__stage-hint">

frontend/editor/src/portal/components/sidebarGroups.tsx

@@ -20,6 +20,10 @@ export interface NavEntry {
   externalUrl?: string;
 }
 
+// Developer docs has no built-in portal page yet, so the tab opens the hosted docs
+// site in a new tab rather than routing to an empty page.
+const DEVELOPER_DOCS_URL = "https://docs.stirlingpdf.com/";
+
 // Sidebar nav groups. This is a flavor seam: the SaaS build shadows this file to
 // drop sections not yet shipped there (see src/portal-saas/components/sidebarGroups).
 export const GROUP_PRIMARY: NavEntry[] = [{ id: "home", icon: <HomeIcon /> }];
@@ -36,5 +40,5 @@ export const GROUP_OPERATIONAL: NavEntry[] = [
 export const GROUP_PLATFORM: NavEntry[] = [
   { id: "infrastructure", icon: <InfrastructureIcon /> },
   { id: "usage", icon: <UsageIcon /> },
-  { id: "docs", icon: <DocsIcon /> },
+  { id: "docs", icon: <DocsIcon />, externalUrl: DEVELOPER_DOCS_URL },
 ];

frontend/editor/src/portal/components/sources/ConnectWizard.stories.tsx

@@ -0,0 +1,16 @@
+import type { Meta, StoryObj } from "@storybook/react-vite";
+import { ConnectWizard } from "@portal/components/sources/ConnectWizard";
+
+const meta: Meta<typeof ConnectWizard> = {
+  title: "Portal/Sources/ConnectWizard",
+  component: ConnectWizard,
+  parameters: { layout: "fullscreen" },
+  args: { open: true, onClose: () => {}, onCreated: () => {} },
+};
+export default meta;
+type Story = StoryObj<typeof ConnectWizard>;
+
+/** Opens on the type-picker step; Continue/Back walk through the three steps. */
+export const Open: Story = {};
+
+export const Closed: Story = { args: { open: false } };

frontend/editor/src/portal/components/sources/ConnectWizard.test.tsx

@@ -0,0 +1,192 @@
+import { beforeEach, describe, expect, it, vi } from "vitest";
+import { fireEvent, render, screen, waitFor } from "@testing-library/react";
+import { MantineProvider } from "@mantine/core";
+import { HttpError } from "@portal/api/http";
+import { ConnectWizard } from "@portal/components/sources/ConnectWizard";
+
+function renderWithMantine(ui: React.ReactElement) {
+  return render(<MantineProvider>{ui}</MantineProvider>);
+}
+
+// Deterministic i18n: keys come back verbatim so the test never waits on the
+// async TOML backend.
+vi.mock("react-i18next", () => ({
+  useTranslation: () => ({
+    t: (key: string) => key,
+    i18n: { changeLanguage: vi.fn() },
+  }),
+}));
+
+// Mock the service layer so no real fetch is issued.
+const createSource = vi.fn();
+vi.mock("@portal/api/sources", () => ({
+  createSource: (...args: unknown[]) => createSource(...args),
+}));
+
+/** Step through the folder-source flow: choose type -> configure -> review. */
+function stepToReview() {
+  // Step 0: folder is the default-selected type. Continue.
+  fireEvent.click(screen.getByText("portal.sources.wizard.continue"));
+
+  // Step 1: fill the required name + directory fields.
+  const inputs = screen.getAllByRole("textbox");
+  // First textbox is the name field, second is the folder's directory field.
+  fireEvent.change(inputs[0], { target: { value: "Claims intake" } });
+  fireEvent.change(inputs[1], { target: { value: "/data/incoming" } });
+  fireEvent.click(screen.getByText("portal.sources.wizard.continue"));
+}
+
+describe("ConnectWizard", () => {
+  beforeEach(() => {
+    createSource.mockReset();
+  });
+
+  it("creates a folder source with the configured options", async () => {
+    createSource.mockResolvedValue({ id: "src-1" });
+    const onCreated = vi.fn();
+    const onClose = vi.fn();
+
+    renderWithMantine(
+      <ConnectWizard open onClose={onClose} onCreated={onCreated} />,
+    );
+
+    stepToReview();
+
+    // Step 2: submit via the final "connect source" action.
+    fireEvent.click(screen.getByText("portal.sources.actions.connectSource"));
+
+    await waitFor(() => {
+      expect(createSource).toHaveBeenCalledTimes(1);
+    });
+    expect(createSource).toHaveBeenCalledWith({
+      name: "Claims intake",
+      type: "folder",
+      options: {
+        directory: "/data/incoming",
+        mode: "consume",
+        recursive: "false",
+        identity: "stat",
+      },
+      enabled: true,
+    });
+    await waitFor(() => {
+      expect(onCreated).toHaveBeenCalledTimes(1);
+    });
+  });
+
+  it("creates an s3 source with a masked secret in review", async () => {
+    createSource.mockResolvedValue({ id: "src-2" });
+
+    renderWithMantine(
+      <ConnectWizard open onClose={vi.fn()} onCreated={vi.fn()} />,
+    );
+
+    // Step 0: pick the S3 type card.
+    fireEvent.click(screen.getByText("portal.sources.types.s3.label"));
+    fireEvent.click(screen.getByText("portal.sources.wizard.continue"));
+
+    // Step 1: name, bucket, credentials. The secret renders as a password
+    // input, so it is not part of the textbox roles.
+    const inputs = screen.getAllByRole("textbox") as HTMLInputElement[];
+    fireEvent.change(inputs[0], { target: { value: "Claims bucket" } });
+    fireEvent.change(inputs[1], { target: { value: "claims-inbox" } });
+    fireEvent.change(inputs[4], { target: { value: "AKIAEXAMPLE" } });
+    const secret = document.querySelector(
+      'input[type="password"]',
+    ) as HTMLInputElement;
+    fireEvent.change(secret, { target: { value: "shh-secret" } });
+    fireEvent.click(screen.getByText("portal.sources.wizard.continue"));
+
+    // Step 2: the secret is masked in review, never echoed.
+    expect(screen.queryByText("shh-secret")).not.toBeInTheDocument();
+    expect(screen.getByText("********")).toBeInTheDocument();
+
+    fireEvent.click(screen.getByText("portal.sources.actions.connectSource"));
+    await waitFor(() => {
+      expect(createSource).toHaveBeenCalledTimes(1);
+    });
+    expect(createSource).toHaveBeenCalledWith({
+      name: "Claims bucket",
+      type: "s3",
+      options: {
+        bucket: "claims-inbox",
+        region: "us-east-1",
+        prefix: "",
+        accessKeyId: "AKIAEXAMPLE",
+        secretAccessKey: "shh-secret",
+        endpoint: "",
+        mode: "consume",
+      },
+      enabled: true,
+    });
+  });
+
+  it("edits an existing source: prefilled, skips type, submits with its id", async () => {
+    createSource.mockResolvedValue({ id: "s1" });
+    const onCreated = vi.fn();
+
+    renderWithMantine(
+      <ConnectWizard
+        open
+        source={{
+          id: "s1",
+          name: "James",
+          type: "folder",
+          options: { directory: "'/data/in'", mode: "consume" },
+          enabled: true,
+        }}
+        onClose={vi.fn()}
+        onCreated={onCreated}
+      />,
+    );
+
+    // Edit opens on the configure step with name + directory prefilled.
+    const inputs = screen.getAllByRole("textbox") as HTMLInputElement[];
+    expect(inputs[0].value).toBe("James");
+    expect(inputs[1].value).toBe("'/data/in'");
+
+    // Fix the stray quotes, continue to review, save.
+    fireEvent.change(inputs[1], { target: { value: "/data/in" } });
+    fireEvent.click(screen.getByText("portal.sources.wizard.continue"));
+    fireEvent.click(screen.getByText("portal.sources.wizard.save"));
+
+    await waitFor(() => {
+      expect(createSource).toHaveBeenCalledTimes(1);
+    });
+    // Options absent from the stored source are submitted at their defaults.
+    expect(createSource).toHaveBeenCalledWith({
+      id: "s1",
+      name: "James",
+      type: "folder",
+      options: {
+        directory: "/data/in",
+        mode: "consume",
+        recursive: "false",
+        identity: "stat",
+      },
+      enabled: true,
+    });
+    await waitFor(() => {
+      expect(onCreated).toHaveBeenCalledTimes(1);
+    });
+  });
+
+  it("renders the inline error message when create fails", async () => {
+    createSource.mockRejectedValue(
+      new HttpError(400, "Bad Request", {
+        detail: "Directory is not readable",
+      }),
+    );
+
+    renderWithMantine(
+      <ConnectWizard open onClose={vi.fn()} onCreated={vi.fn()} />,
+    );
+
+    stepToReview();
+    fireEvent.click(screen.getByText("portal.sources.actions.connectSource"));
+
+    expect(
+      await screen.findByText("Directory is not readable"),
+    ).toBeInTheDocument();
+  });
+});

frontend/editor/src/portal/components/sources/ConnectWizard.tsx

@@ -0,0 +1,298 @@
+import { useEffect, useState } from "react";
+import { useTranslation } from "react-i18next";
+import {
+  Banner,
+  Button,
+  FormField,
+  Input,
+  Modal,
+  Select,
+  StatTile,
+} from "@app/ui";
+import { errorMessage } from "@portal/api/http";
+import { createSource, type Source } from "@portal/api/sources";
+import { creatableSourceTypes } from "@portal/components/sources/creatableSourceTypes";
+import {
+  defaultOptions,
+  sourceTypeMeta,
+  type CreatableSourceType,
+} from "@portal/components/sources/sourceTypes";
+import "@portal/views/Sources.css";
+
+const OFFERED_TYPES = creatableSourceTypes();
+const DEFAULT_TYPE = OFFERED_TYPES[0];
+
+/** Wizard steps. Editing skips type selection (the type is fixed once created). */
+type StepId = "type" | "configure" | "review";
+const CREATE_STEPS: StepId[] = ["type", "configure", "review"];
+const EDIT_STEPS: StepId[] = ["configure", "review"];
+
+interface ConnectWizardProps {
+  open: boolean;
+  onClose: () => void;
+  /** Called after a source is created or updated so the page can refetch. */
+  onCreated: () => void;
+  /** When set, the wizard edits this existing source instead of creating one. */
+  source?: Source;
+}
+
+/** The creatable-type metadata for a source's stored type, falling back to the first offered. */
+function typeFor(type: string | undefined): CreatableSourceType {
+  return OFFERED_TYPES.find((t) => t.type === type) ?? DEFAULT_TYPE;
+}
+
+/** Source options coerced to strings for the form, defaulted from the type's fields. */
+function optionsFor(
+  type: CreatableSourceType,
+  options: Record<string, unknown> | undefined,
+): Record<string, string> {
+  const out = defaultOptions(type);
+  for (const [key, value] of Object.entries(options ?? {})) {
+    out[key] = value == null ? "" : String(value);
+  }
+  return out;
+}
+
+/**
+ * Guided flow for connecting a source (choose type -> configure -> review) or
+ * editing an existing one (configure -> review, type fixed). On submit a blank
+ * id creates and a set id updates, matching the backend's POST contract.
+ */
+export function ConnectWizard({
+  open,
+  onClose,
+  onCreated,
+  source,
+}: ConnectWizardProps) {
+  const { t } = useTranslation();
+  const isEdit = source !== undefined;
+  const steps = isEdit ? EDIT_STEPS : CREATE_STEPS;
+
+  const [stepIndex, setStepIndex] = useState(0);
+  const [type, setType] = useState<CreatableSourceType>(() =>
+    typeFor(source?.type),
+  );
+  const [name, setName] = useState(source?.name ?? "");
+  const [options, setOptions] = useState<Record<string, string>>(() =>
+    optionsFor(typeFor(source?.type), source?.options),
+  );
+  const [submitting, setSubmitting] = useState(false);
+  const [error, setError] = useState<string | null>(null);
+
+  // Re-seed the form whenever the wizard opens (or its target source changes) so
+  // editing prefills the current config and a reopened create starts clean.
+  useEffect(() => {
+    if (!open) return;
+    const ct = typeFor(source?.type);
+    setStepIndex(0);
+    setType(ct);
+    setName(source?.name ?? "");
+    setOptions(optionsFor(ct, source?.options));
+    setSubmitting(false);
+    setError(null);
+  }, [open, source]);
+
+  const stepId = steps[stepIndex];
+  const isLast = stepIndex === steps.length - 1;
+
+  function chooseType(next: CreatableSourceType) {
+    setType(next);
+    setOptions(defaultOptions(next));
+  }
+
+  const requiredFilled = type.fields.every(
+    (f) => !f.required || (options[f.key] ?? "").trim() !== "",
+  );
+  const canContinue =
+    stepId === "configure" ? name.trim() !== "" && requiredFilled : true;
+
+  async function advance() {
+    if (!isLast) {
+      setStepIndex((i) => i + 1);
+      return;
+    }
+    setSubmitting(true);
+    setError(null);
+    try {
+      const fields = {
+        name: name.trim(),
+        type: type.type,
+        options,
+        enabled: source?.enabled ?? true,
+      };
+      await createSource(isEdit ? { ...fields, id: source.id } : fields);
+      onCreated();
+      onClose();
+    } catch (e) {
+      setError(errorMessage(e));
+    } finally {
+      setSubmitting(false);
+    }
+  }
+
+  const stepLabels: Record<StepId, string> = {
+    type: t("portal.sources.wizard.steps.chooseType"),
+    configure: t("portal.sources.wizard.steps.configure"),
+    review: t("portal.sources.wizard.steps.review"),
+  };
+
+  return (
+    <Modal
+      open={open}
+      onClose={onClose}
+      width="lg"
+      title={
+        isEdit
+          ? t("portal.sources.wizard.editTitle")
+          : t("portal.sources.wizard.title")
+      }
+      subtitle={t("portal.sources.wizard.subtitle", {
+        current: stepIndex + 1,
+        total: steps.length,
+        label: stepLabels[stepId],
+      })}
+      footer={
+        <div className="portal-sources__wizard-footer">
+          <Button
+            variant="tertiary"
+            size="sm"
+            disabled={submitting}
+            onClick={() =>
+              stepIndex === 0 ? onClose() : setStepIndex((i) => i - 1)
+            }
+          >
+            {stepIndex === 0
+              ? t("portal.sources.wizard.cancel")
+              : t("portal.sources.wizard.back")}
+          </Button>
+          <Button
+            size="sm"
+            onClick={advance}
+            loading={submitting}
+            disabled={!canContinue}
+            rightSection={!isLast ? <span aria-hidden>→</span> : undefined}
+          >
+            {!isLast
+              ? t("portal.sources.wizard.continue")
+              : isEdit
+                ? t("portal.sources.wizard.save")
+                : t("portal.sources.actions.connectSource")}
+          </Button>
+        </div>
+      }
+    >
+      <ol className="portal-sources__steps" aria-hidden>
+        {steps.map((id, i) => (
+          <li
+            key={id}
+            className={
+              "portal-sources__step" +
+              (i === stepIndex ? " is-active" : i < stepIndex ? " is-done" : "")
+            }
+          >
+            <span className="portal-sources__step-mark">
+              {i < stepIndex ? "✓" : i + 1}
+            </span>
+            {stepLabels[id]}
+          </li>
+        ))}
+      </ol>
+
+      {stepId === "type" && (
+        <div className="portal-sources__type-grid">
+          {OFFERED_TYPES.map((ct) => (
+            <Button
+              key={ct.type}
+              variant="tertiary"
+              className={
+                "portal-sources__type-card" +
+                (type.type === ct.type ? " is-selected" : "")
+              }
+              onClick={() => chooseType(ct)}
+            >
+              <span className="portal-sources__type-icon" aria-hidden>
+                {sourceTypeMeta(ct.type).icon}
+              </span>
+              <span className="portal-sources__type-name">
+                {t(ct.labelKey)}
+              </span>
+            </Button>
+          ))}
+        </div>
+      )}
+
+      {stepId === "configure" && (
+        <div className="portal-sources__wizard-body">
+          <FormField label={t("portal.sources.wizard.name")} required>
+            <Input
+              value={name}
+              placeholder={t("portal.sources.wizard.namePlaceholder")}
+              onChange={(e) => setName(e.target.value)}
+            />
+          </FormField>
+          {type.fields.map((field) => (
+            <FormField
+              key={field.key}
+              label={t(field.labelKey)}
+              helperText={
+                field.helperTextKey ? t(field.helperTextKey) : undefined
+              }
+              required={field.required}
+            >
+              {field.control === "select" ? (
+                <Select
+                  value={options[field.key] ?? ""}
+                  options={(field.options ?? []).map((o) => ({
+                    value: o.value,
+                    label: t(o.labelKey),
+                  }))}
+                  onChange={(value) =>
+                    setOptions((o) => ({ ...o, [field.key]: value ?? "" }))
+                  }
+                />
+              ) : (
+                <Input
+                  type={field.control === "password" ? "password" : undefined}
+                  value={options[field.key] ?? ""}
+                  placeholder={
+                    field.placeholderKey ? t(field.placeholderKey) : undefined
+                  }
+                  onChange={(e) =>
+                    setOptions((o) => ({ ...o, [field.key]: e.target.value }))
+                  }
+                />
+              )}
+            </FormField>
+          ))}
+        </div>
+      )}
+
+      {stepId === "review" && (
+        <div className="portal-sources__wizard-body">
+          <div className="portal-sources__stat-grid">
+            <StatTile
+              label={t("portal.sources.wizard.name")}
+              value={name || "—"}
+            />
+            <StatTile
+              label={t("portal.sources.wizard.type")}
+              value={t(type.labelKey)}
+            />
+            {type.fields.map((field) => (
+              <StatTile
+                key={field.key}
+                label={t(field.labelKey)}
+                value={
+                  field.control === "password" && options[field.key]
+                    ? "********"
+                    : options[field.key] || "—"
+                }
+              />
+            ))}
+          </div>
+          {error && <Banner tone="danger" description={error} />}
+        </div>
+      )}
+    </Modal>
+  );
+}

frontend/editor/src/portal/components/sources/ConnectionsTab.test.tsx

@@ -1,82 +0,0 @@
-import { beforeEach, describe, expect, it, vi } from "vitest";
-import {
-  fireEvent,
-  render as baseRender,
-  screen,
-  waitFor,
-} from "@testing-library/react";
-import { MantineProvider } from "@mantine/core";
-import { HttpError } from "@portal/api/http";
-import { ConnectionsTab } from "@portal/components/sources/ConnectionsTab";
-import type { IntegrationConfig } from "@portal/api/integrations";
-
-const render = (ui: Parameters<typeof baseRender>[0]) =>
-  baseRender(ui, { wrapper: MantineProvider });
-
-vi.mock("react-i18next", () => ({
-  useTranslation: () => ({
-    t: (key: string) => key,
-    i18n: { changeLanguage: vi.fn() },
-  }),
-}));
-
-const fetchS3Connections = vi.fn();
-const deleteIntegration = vi.fn();
-vi.mock("@portal/api/integrations", () => ({
-  fetchS3Connections: () => fetchS3Connections(),
-  deleteIntegration: (id: number) => deleteIntegration(id),
-  createIntegration: vi.fn(),
-  updateIntegration: vi.fn(),
-}));
-
-const CONNECTION = {
-  id: 5,
-  integrationType: "S3",
-  name: "Claims bucket",
-  config: { bucket: "inbox", region: "us-east-1" },
-  canManage: true,
-} as unknown as IntegrationConfig;
-
-describe("ConnectionsTab", () => {
-  beforeEach(() => {
-    fetchS3Connections.mockReset();
-    deleteIntegration.mockReset();
-    deleteIntegration.mockResolvedValue(undefined);
-  });
-
-  it("shows the empty state when there are no connections", async () => {
-    fetchS3Connections.mockResolvedValue([]);
-    render(<ConnectionsTab />);
-    expect(
-      await screen.findByText("portal.connections.empty.title"),
-    ).toBeInTheDocument();
-  });
-
-  it("lists connections and deletes one", async () => {
-    fetchS3Connections.mockResolvedValueOnce([CONNECTION]);
-    fetchS3Connections.mockResolvedValueOnce([]);
-    render(<ConnectionsTab />);
-
-    expect(await screen.findByText("Claims bucket")).toBeInTheDocument();
-    fireEvent.click(screen.getByText("portal.connections.delete"));
-    await waitFor(() => expect(deleteIntegration).toHaveBeenCalledWith(5));
-  });
-
-  it("surfaces the 409 when deleting a connection still in use", async () => {
-    fetchS3Connections.mockResolvedValue([CONNECTION]);
-    deleteIntegration.mockRejectedValue(
-      new HttpError(409, "Conflict", {
-        detail: "Integration is in use by: source 'Claims intake'",
-      }),
-    );
-    render(<ConnectionsTab />);
-
-    await screen.findByText("Claims bucket");
-    fireEvent.click(screen.getByText("portal.connections.delete"));
-    expect(
-      await screen.findByText(
-        "Integration is in use by: source 'Claims intake'",
-      ),
-    ).toBeInTheDocument();
-  });
-});

frontend/editor/src/portal/components/sources/ConnectionsTab.tsx

@@ -1,186 +0,0 @@
-import { useCallback, useEffect, useMemo, useState } from "react";
-import { useTranslation } from "react-i18next";
-import AddRoundedIcon from "@mui/icons-material/AddRounded";
-import {
-  Banner,
-  Button,
-  EmptyState,
-  Skeleton,
-  Table,
-  type TableColumn,
-} from "@app/ui";
-import { errorMessage } from "@portal/api/http";
-import {
-  deleteIntegration,
-  fetchS3Connections,
-  type IntegrationConfig,
-} from "@portal/api/integrations";
-import { SourcesIcon } from "@portal/components/icons";
-import { S3ConnectionModal } from "@portal/components/sources/S3ConnectionModal";
-
-/**
- * The Connections tab of the Sources page: stored S3 connections that sources
- * and pipeline outputs reference by id. Create/edit go through the shared
- * {@link S3ConnectionModal}; deleting one the backend still references returns a
- * 409, surfaced inline.
- */
-export function ConnectionsTab() {
-  const { t } = useTranslation();
-  const [connections, setConnections] = useState<IntegrationConfig[] | null>(
-    null,
-  );
-  const [modalOpen, setModalOpen] = useState(false);
-  const [editing, setEditing] = useState<IntegrationConfig | null>(null);
-  const [busy, setBusy] = useState(false);
-  const [error, setError] = useState<string | null>(null);
-
-  const refresh = useCallback(async () => {
-    try {
-      setConnections(await fetchS3Connections());
-    } catch (e) {
-      setError(errorMessage(e));
-    }
-  }, []);
-
-  useEffect(() => {
-    void refresh();
-  }, [refresh]);
-
-  function openCreate() {
-    setEditing(null);
-    setModalOpen(true);
-  }
-
-  function openEdit(connection: IntegrationConfig) {
-    setEditing(connection);
-    setModalOpen(true);
-  }
-
-  async function remove(connection: IntegrationConfig) {
-    if (busy) return;
-    setBusy(true);
-    setError(null);
-    try {
-      await deleteIntegration(connection.id);
-      await refresh();
-    } catch (e) {
-      setError(errorMessage(e));
-    } finally {
-      setBusy(false);
-    }
-  }
-
-  const columns = useMemo<TableColumn<IntegrationConfig>[]>(
-    () => [
-      {
-        key: "name",
-        header: t("portal.connections.table.name"),
-        render: (c) => <strong>{c.name}</strong>,
-      },
-      {
-        key: "bucket",
-        header: t("portal.connections.table.bucket"),
-        render: (c) => (
-          <span className="portal-sources__connections-bucket">
-            {String(c.config?.bucket ?? "")}
-          </span>
-        ),
-      },
-      {
-        key: "region",
-        header: t("portal.connections.table.region"),
-        render: (c) => String(c.config?.region ?? ""),
-      },
-      {
-        key: "actions",
-        header: "",
-        align: "right",
-        render: (c) =>
-          c.canManage ? (
-            <span className="portal-sources__connections-actions">
-              <Button
-                variant="tertiary"
-                size="sm"
-                disabled={busy}
-                onClick={() => openEdit(c)}
-              >
-                {t("portal.connections.edit")}
-              </Button>
-              <Button
-                variant="tertiary"
-                size="sm"
-                accent="danger"
-                disabled={busy}
-                onClick={() => void remove(c)}
-              >
-                {t("portal.connections.delete")}
-              </Button>
-            </span>
-          ) : null,
-      },
-    ],
-    // remove/openEdit are stable enough for this admin surface; busy gates them.
-    [t, busy],
-  );
-
-  const isLoading = connections === null;
-  const isEmpty = connections !== null && connections.length === 0;
-
-  return (
-    <section className="portal-sources__connections">
-      <div className="portal-sources__connections-head">
-        <p className="portal-sources__connections-sub">
-          {t("portal.connections.subtitle")}
-        </p>
-        <Button
-          onClick={openCreate}
-          leftSection={<AddRoundedIcon style={{ fontSize: "1.125rem" }} />}
-        >
-          {t("portal.connections.actions.new")}
-        </Button>
-      </div>
-
-      {error && <Banner tone="danger" description={error} />}
-
-      {isLoading && (
-        <div className="portal-sources__table-skeleton" aria-hidden>
-          {Array.from({ length: 3 }).map((_, i) => (
-            <Skeleton key={i} height="3rem" />
-          ))}
-        </div>
-      )}
-
-      {isEmpty && (
-        <EmptyState
-          icon={<SourcesIcon size={28} />}
-          title={t("portal.connections.empty.title")}
-          description={t("portal.connections.empty.description")}
-          actions={
-            <Button
-              onClick={openCreate}
-              leftSection={<AddRoundedIcon style={{ fontSize: "1.125rem" }} />}
-            >
-              {t("portal.connections.actions.new")}
-            </Button>
-          }
-        />
-      )}
-
-      {connections !== null && connections.length > 0 && (
-        <Table<IntegrationConfig>
-          className="portal-sources__connections-table"
-          columns={columns}
-          rows={connections}
-          rowKey={(c) => String(c.id)}
-        />
-      )}
-
-      <S3ConnectionModal
-        open={modalOpen}
-        connection={editing}
-        onClose={() => setModalOpen(false)}
-        onSaved={() => void refresh()}
-      />
-    </section>
-  );
-}

frontend/editor/src/portal/components/sources/S3ConnectionForm.tsx

@@ -1,116 +0,0 @@
-import { useTranslation } from "react-i18next";
-import { FormField, Input } from "@app/ui";
-
-/**
- * The connection-level S3 fields (per-use settings like prefix/mode live on the
- * source or output referencing the connection). Secrets are write-only: when
- * editing, the backend returns them masked and keeps the stored value if the
- * mask is sent back unchanged.
- */
-export interface S3ConnectionFormValues {
-  name: string;
-  bucket: string;
-  region: string;
-  endpoint: string;
-  accessKeyId: string;
-  secretAccessKey: string;
-}
-
-export const EMPTY_S3_CONNECTION: S3ConnectionFormValues = {
-  name: "",
-  bucket: "",
-  region: "us-east-1",
-  endpoint: "",
-  accessKeyId: "",
-  secretAccessKey: "",
-};
-
-export function s3ConnectionRequestConfig(
-  values: S3ConnectionFormValues,
-): Record<string, unknown> {
-  return {
-    bucket: values.bucket.trim(),
-    region: values.region.trim(),
-    endpoint: values.endpoint.trim(),
-    accessKeyId: values.accessKeyId.trim(),
-    secretAccessKey: values.secretAccessKey,
-  };
-}
-
-export function s3ConnectionFormValid(values: S3ConnectionFormValues): boolean {
-  return (
-    values.name.trim() !== "" &&
-    values.bucket.trim() !== "" &&
-    values.accessKeyId.trim() !== "" &&
-    values.secretAccessKey.trim() !== ""
-  );
-}
-
-interface S3ConnectionFormProps {
-  values: S3ConnectionFormValues;
-  onChange: (values: S3ConnectionFormValues) => void;
-}
-
-export function S3ConnectionForm({ values, onChange }: S3ConnectionFormProps) {
-  const { t } = useTranslation();
-  const set = (key: keyof S3ConnectionFormValues, value: string) =>
-    onChange({ ...values, [key]: value });
-
-  return (
-    <div className="portal-sources__connection-form">
-      <FormField label={t("portal.connections.s3.fields.name")} required>
-        <Input
-          value={values.name}
-          placeholder={t("portal.connections.s3.fields.namePlaceholder")}
-          onChange={(e) => set("name", e.target.value)}
-        />
-      </FormField>
-      <FormField
-        label={t("portal.sources.types.s3.fields.bucket.label")}
-        required
-      >
-        <Input
-          value={values.bucket}
-          placeholder="my-company-inbox"
-          onChange={(e) => set("bucket", e.target.value)}
-        />
-      </FormField>
-      <FormField label={t("portal.sources.types.s3.fields.region.label")}>
-        <Input
-          value={values.region}
-          placeholder="us-east-1"
-          onChange={(e) => set("region", e.target.value)}
-        />
-      </FormField>
-      <FormField
-        label={t("portal.sources.types.s3.fields.accessKeyId.label")}
-        required
-      >
-        <Input
-          value={values.accessKeyId}
-          onChange={(e) => set("accessKeyId", e.target.value)}
-        />
-      </FormField>
-      <FormField
-        label={t("portal.sources.types.s3.fields.secretAccessKey.label")}
-        required
-      >
-        <Input
-          type="password"
-          value={values.secretAccessKey}
-          onChange={(e) => set("secretAccessKey", e.target.value)}
-        />
-      </FormField>
-      <FormField
-        label={t("portal.sources.types.s3.fields.endpoint.label")}
-        helperText={t("portal.sources.types.s3.fields.endpoint.helperText")}
-      >
-        <Input
-          value={values.endpoint}
-          placeholder="https://s3.example.com"
-          onChange={(e) => set("endpoint", e.target.value)}
-        />
-      </FormField>
-    </div>
-  );
-}

frontend/editor/src/portal/components/sources/S3ConnectionModal.test.tsx

@@ -1,131 +0,0 @@
-import { beforeEach, describe, expect, it, vi } from "vitest";
-import {
-  fireEvent,
-  render as baseRender,
-  screen,
-  waitFor,
-} from "@testing-library/react";
-import { MantineProvider } from "@mantine/core";
-import { S3ConnectionModal } from "@portal/components/sources/S3ConnectionModal";
-import type { IntegrationConfig } from "@portal/api/integrations";
-
-const render = (ui: Parameters<typeof baseRender>[0]) =>
-  baseRender(ui, { wrapper: MantineProvider });
-
-vi.mock("react-i18next", () => ({
-  useTranslation: () => ({
-    t: (key: string) => key,
-    i18n: { changeLanguage: vi.fn() },
-  }),
-}));
-
-const createIntegration = vi.fn();
-const updateIntegration = vi.fn();
-vi.mock("@portal/api/integrations", () => ({
-  createIntegration: (...a: unknown[]) => createIntegration(...a),
-  updateIntegration: (...a: unknown[]) => updateIntegration(...a),
-}));
-
-function setField(labelPattern: RegExp, value: string) {
-  fireEvent.change(screen.getByLabelText(labelPattern), { target: { value } });
-}
-
-describe("S3ConnectionModal", () => {
-  beforeEach(() => {
-    createIntegration.mockReset();
-    updateIntegration.mockReset();
-  });
-
-  it("creates a team-scoped connection from the entered fields", async () => {
-    createIntegration.mockResolvedValue({ id: 5, name: "Claims bucket" });
-    const onSaved = vi.fn();
-    const onClose = vi.fn();
-    render(<S3ConnectionModal open onClose={onClose} onSaved={onSaved} />);
-
-    setField(/portal\.connections\.s3\.fields\.name/, "Claims bucket");
-    setField(/portal\.sources\.types\.s3\.fields\.bucket\.label/, "inbox");
-    setField(/portal\.sources\.types\.s3\.fields\.accessKeyId\.label/, "AKIA");
-    setField(
-      /portal\.sources\.types\.s3\.fields\.secretAccessKey\.label/,
-      "shh",
-    );
-    fireEvent.click(screen.getByText("portal.connections.picker.save"));
-
-    await waitFor(() => expect(createIntegration).toHaveBeenCalledTimes(1));
-    expect(createIntegration).toHaveBeenCalledWith({
-      integrationType: "S3",
-      name: "Claims bucket",
-      scope: "TEAM",
-      config: {
-        bucket: "inbox",
-        region: "us-east-1",
-        endpoint: "",
-        accessKeyId: "AKIA",
-        secretAccessKey: "shh",
-      },
-    });
-    await waitFor(() => expect(onSaved).toHaveBeenCalledTimes(1));
-    expect(onClose).toHaveBeenCalled();
-  });
-
-  it("round-trips a masked secret unchanged on edit (keeps the stored value)", async () => {
-    updateIntegration.mockResolvedValue({ id: 5, name: "Claims bucket" });
-    // The API returns secrets masked; the modal must resend the sentinel verbatim
-    // so the backend keeps the stored secret rather than overwriting it.
-    const connection = {
-      id: 5,
-      integrationType: "S3",
-      name: "Claims bucket",
-      config: {
-        bucket: "inbox",
-        region: "us-east-1",
-        accessKeyId: "AKIA",
-        secretAccessKey: "********",
-      },
-      canManage: true,
-    } as unknown as IntegrationConfig;
-
-    render(
-      <S3ConnectionModal
-        open
-        connection={connection}
-        onClose={vi.fn()}
-        onSaved={vi.fn()}
-      />,
-    );
-
-    const secret = screen.getByLabelText(
-      /portal\.sources\.types\.s3\.fields\.secretAccessKey\.label/,
-    ) as HTMLInputElement;
-    expect(secret.value).toBe("********");
-    // Change only the name; leave the masked secret untouched.
-    setField(/portal\.connections\.s3\.fields\.name/, "Renamed bucket");
-    fireEvent.click(screen.getByText("portal.connections.picker.save"));
-
-    await waitFor(() => expect(updateIntegration).toHaveBeenCalledTimes(1));
-    expect(updateIntegration).toHaveBeenCalledWith(
-      5,
-      expect.objectContaining({
-        name: "Renamed bucket",
-        config: expect.objectContaining({ secretAccessKey: "********" }),
-      }),
-    );
-  });
-
-  it("keeps save disabled until the required fields are present", () => {
-    render(<S3ConnectionModal open onClose={vi.fn()} onSaved={vi.fn()} />);
-    const save = () =>
-      screen.getByText("portal.connections.picker.save").closest("button");
-
-    expect(save()).toBeDisabled();
-    setField(/portal\.connections\.s3\.fields\.name/, "Only a name");
-    expect(save()).toBeDisabled();
-    setField(/portal\.sources\.types\.s3\.fields\.bucket\.label/, "inbox");
-    setField(/portal\.sources\.types\.s3\.fields\.accessKeyId\.label/, "AKIA");
-    setField(
-      /portal\.sources\.types\.s3\.fields\.secretAccessKey\.label/,
-      "shh",
-    );
-    expect(save()).not.toBeDisabled();
-  });
-});

frontend/editor/src/portal/components/sources/S3ConnectionModal.tsx

@@ -1,127 +0,0 @@
-import { useEffect, useState } from "react";
-import { useTranslation } from "react-i18next";
-import { Banner, Button, Modal } from "@app/ui";
-import { errorMessage } from "@portal/api/http";
-import {
-  createIntegration,
-  updateIntegration,
-  type IntegrationConfig,
-} from "@portal/api/integrations";
-import {
-  EMPTY_S3_CONNECTION,
-  S3ConnectionForm,
-  s3ConnectionFormValid,
-  s3ConnectionRequestConfig,
-  type S3ConnectionFormValues,
-} from "@portal/components/sources/S3ConnectionForm";
-
-/**
- * The one place S3 connections are created and edited. Launched from the
- * Connections tab, the source builder's connection picker, and the pipeline
- * builder output - so connection setup is always a modal, never inline splat.
- * Saving validates backend-side (schema, SSRF, credentials); on edit the secret
- * arrives masked and round-trips unchanged to keep the stored value.
- */
-interface S3ConnectionModalProps {
-  open: boolean;
-  /** When set, edit this connection; otherwise create a new one. */
-  connection?: IntegrationConfig | null;
-  onClose: () => void;
-  /** The saved connection, so callers can select or refresh it. */
-  onSaved: (connection: IntegrationConfig) => void;
-}
-
-export function S3ConnectionModal({
-  open,
-  connection,
-  onClose,
-  onSaved,
-}: S3ConnectionModalProps) {
-  const { t } = useTranslation();
-  const [form, setForm] = useState<S3ConnectionFormValues>(EMPTY_S3_CONNECTION);
-  const [saving, setSaving] = useState(false);
-  const [error, setError] = useState<string | null>(null);
-  const isEdit = Boolean(connection);
-
-  // Seed the form each time the modal opens (or its target changes).
-  useEffect(() => {
-    if (!open) return;
-    if (connection) {
-      const config = connection.config ?? {};
-      setForm({
-        name: connection.name,
-        bucket: String(config.bucket ?? ""),
-        region: String(config.region ?? "us-east-1"),
-        endpoint: String(config.endpoint ?? ""),
-        accessKeyId: String(config.accessKeyId ?? ""),
-        secretAccessKey: String(config.secretAccessKey ?? ""),
-      });
-    } else {
-      setForm(EMPTY_S3_CONNECTION);
-    }
-    setError(null);
-  }, [open, connection]);
-
-  async function save() {
-    if (saving || !s3ConnectionFormValid(form)) return;
-    setSaving(true);
-    setError(null);
-    try {
-      const saved = connection
-        ? await updateIntegration(connection.id, {
-            name: form.name.trim(),
-            config: s3ConnectionRequestConfig(form),
-          })
-        : // TEAM scope suits the team-based portal (the backend defaults the team to the
-          // caller's own). A teamless single-operator self-hosted deployment would need a
-          // USER/SERVER scope choice here - follow-up if the portal ships there.
-          await createIntegration({
-            integrationType: "S3",
-            name: form.name.trim(),
-            scope: "TEAM",
-            config: s3ConnectionRequestConfig(form),
-          });
-      onSaved(saved);
-      onClose();
-    } catch (e) {
-      setError(errorMessage(e));
-    } finally {
-      setSaving(false);
-    }
-  }
-
-  return (
-    <Modal
-      open={open}
-      onClose={onClose}
-      title={t(
-        isEdit
-          ? "portal.connections.editTitle"
-          : "portal.connections.createTitle",
-      )}
-      footer={
-        <div className="portal-sources__connection-create-actions">
-          <Button
-            variant="tertiary"
-            size="sm"
-            disabled={saving}
-            onClick={onClose}
-          >
-            {t("portal.connections.picker.cancel")}
-          </Button>
-          <Button
-            size="sm"
-            loading={saving}
-            disabled={!s3ConnectionFormValid(form)}
-            onClick={() => void save()}
-          >
-            {t("portal.connections.picker.save")}
-          </Button>
-        </div>
-      }
-    >
-      <S3ConnectionForm values={form} onChange={setForm} />
-      {error && <Banner tone="danger" description={error} />}
-    </Modal>
-  );
-}

frontend/editor/src/portal/components/sources/S3ConnectionPicker.test.tsx

@@ -1,72 +0,0 @@
-import { beforeEach, describe, expect, it, vi } from "vitest";
-import {
-  fireEvent,
-  render as baseRender,
-  screen,
-  waitFor,
-} from "@testing-library/react";
-import { MantineProvider } from "@mantine/core";
-import { S3ConnectionPicker } from "@portal/components/sources/S3ConnectionPicker";
-
-const render = (ui: Parameters<typeof baseRender>[0]) =>
-  baseRender(ui, { wrapper: MantineProvider });
-
-vi.mock("react-i18next", () => ({
-  useTranslation: () => ({
-    t: (key: string) => key,
-    i18n: { changeLanguage: vi.fn() },
-  }),
-}));
-
-const fetchS3Connections = vi.fn();
-const createIntegration = vi.fn();
-vi.mock("@portal/api/integrations", () => ({
-  fetchS3Connections: () => fetchS3Connections(),
-  createIntegration: (...a: unknown[]) => createIntegration(...a),
-  updateIntegration: vi.fn(),
-}));
-
-describe("S3ConnectionPicker", () => {
-  beforeEach(() => {
-    fetchS3Connections.mockReset();
-    fetchS3Connections.mockResolvedValue([]);
-    createIntegration.mockReset();
-  });
-
-  it("creates a connection inline and selects it", async () => {
-    createIntegration.mockResolvedValue({ id: 7, name: "New bucket" });
-    const onChange = vi.fn();
-    render(<S3ConnectionPicker value="" onChange={onChange} />);
-
-    fireEvent.click(
-      await screen.findByText("portal.connections.picker.createNew"),
-    );
-    fireEvent.change(
-      screen.getByLabelText(/portal\.connections\.s3\.fields\.name/),
-      { target: { value: "New bucket" } },
-    );
-    fireEvent.change(
-      screen.getByLabelText(
-        /portal\.sources\.types\.s3\.fields\.bucket\.label/,
-      ),
-      { target: { value: "inbox" } },
-    );
-    fireEvent.change(
-      screen.getByLabelText(
-        /portal\.sources\.types\.s3\.fields\.accessKeyId\.label/,
-      ),
-      { target: { value: "AKIA" } },
-    );
-    fireEvent.change(
-      screen.getByLabelText(
-        /portal\.sources\.types\.s3\.fields\.secretAccessKey\.label/,
-      ),
-      { target: { value: "shh" } },
-    );
-    fireEvent.click(screen.getByText("portal.connections.picker.save"));
-
-    await waitFor(() => expect(createIntegration).toHaveBeenCalledTimes(1));
-    // The newly created connection's id is selected in the parent.
-    await waitFor(() => expect(onChange).toHaveBeenCalledWith("7"));
-  });
-});

frontend/editor/src/portal/components/sources/S3ConnectionPicker.tsx

@@ -1,71 +0,0 @@
-import { useEffect, useState } from "react";
-import { useTranslation } from "react-i18next";
-import { Banner, Button, Select } from "@app/ui";
-import { errorMessage } from "@portal/api/http";
-import {
-  fetchS3Connections,
-  type IntegrationConfig,
-} from "@portal/api/integrations";
-import { S3ConnectionModal } from "@portal/components/sources/S3ConnectionModal";
-
-/**
- * Selects a stored S3 connection by id. Creating a new one opens the shared
- * connection modal (saved immediately and validated backend-side), so the
- * parent only ever sees a real connection id.
- */
-interface S3ConnectionPickerProps {
-  value: string;
-  onChange: (connectionId: string) => void;
-}
-
-export function S3ConnectionPicker({
-  value,
-  onChange,
-}: S3ConnectionPickerProps) {
-  const { t } = useTranslation();
-  const [connections, setConnections] = useState<IntegrationConfig[] | null>(
-    null,
-  );
-  const [modalOpen, setModalOpen] = useState(false);
-  const [error, setError] = useState<string | null>(null);
-
-  useEffect(() => {
-    let mounted = true;
-    fetchS3Connections()
-      .then((list) => {
-        if (mounted) setConnections(list);
-      })
-      .catch((e) => {
-        if (mounted) setError(errorMessage(e));
-      });
-    return () => {
-      mounted = false;
-    };
-  }, []);
-
-  return (
-    <div className="portal-sources__connection-picker">
-      <Select
-        value={value || null}
-        placeholder={t("portal.connections.picker.placeholder")}
-        options={(connections ?? []).map((connection) => ({
-          value: String(connection.id),
-          label: connection.name,
-        }))}
-        onChange={(selected) => onChange(selected ?? "")}
-      />
-      <Button variant="tertiary" size="sm" onClick={() => setModalOpen(true)}>
-        {t("portal.connections.picker.createNew")}
-      </Button>
-      {error && <Banner tone="danger" description={error} />}
-      <S3ConnectionModal
-        open={modalOpen}
-        onClose={() => setModalOpen(false)}
-        onSaved={(created) => {
-          setConnections((list) => [...(list ?? []), created]);
-          onChange(String(created.id));
-        }}
-      />
-    </div>
-  );
-}

frontend/editor/src/portal/components/sources/SourceDetailCard.stories.tsx

@@ -0,0 +1,63 @@
+import type { Meta, StoryObj } from "@storybook/react-vite";
+import type { SourceView } from "@portal/api/sources";
+import { SourceDetailCard } from "@portal/components/sources/SourceDetailCard";
+import { sampleDailySeries } from "@portal/mocks/sampleDailySeries";
+
+const SAMPLE_SERIES = sampleDailySeries(330);
+
+const IN_USE: SourceView = {
+  id: "src-claims",
+  name: "Claims intake",
+  type: "folder",
+  status: "active",
+  referenceCount: 2,
+  referencingPolicies: [
+    { id: "a", name: "Security Policy" },
+    { id: "b", name: "Redaction Policy" },
+  ],
+  config: [
+    { label: "Directory", value: "/data/claims-intake" },
+    { label: "Mode", value: "consume" },
+  ],
+  docsTotal: 45230,
+  docs24h: 312,
+  docs30d: 9870,
+};
+
+const ORPHANED: SourceView = {
+  id: "src-archive",
+  name: "Archive reprocess",
+  type: "folder",
+  status: "unused",
+  referenceCount: 0,
+  referencingPolicies: [],
+  config: [{ label: "Directory", value: "/data/archive" }],
+  docsTotal: 45230,
+  docs24h: 312,
+  docs30d: 9870,
+};
+
+const meta: Meta<typeof SourceDetailCard> = {
+  title: "Portal/Sources/SourceDetailCard",
+  component: SourceDetailCard,
+  parameters: { layout: "padded" },
+  args: {
+    docSeries: SAMPLE_SERIES,
+    onClose: () => {},
+    onEdit: () => {},
+    onTogglePause: () => {},
+    onDelete: () => {},
+  },
+  decorators: [
+    (S) => (
+      <div style={{ maxWidth: "56rem" }}>
+        <S />
+      </div>
+    ),
+  ],
+};
+export default meta;
+type Story = StoryObj<typeof SourceDetailCard>;
+
+export const InUse: Story = { args: { source: IN_USE } };
+export const Orphaned: Story = { args: { source: ORPHANED } };

frontend/editor/src/portal/components/sources/SourceDetailCard.tsx

@@ -0,0 +1,100 @@
+import { useTranslation } from "react-i18next";
+import { ActionIcon, Button } from "@app/ui";
+import type { SourceView } from "@portal/api/sources";
+import { SourceDetailPanel } from "@portal/components/sources/SourceDetailPanel";
+import {
+  EDITOR_SOURCE_TYPE,
+  sourceTypeMeta,
+} from "@portal/components/sources/sourceTypes";
+import "@portal/views/Sources.css";
+import CloseIcon from "@mui/icons-material/Close";
+
+interface SourceDetailCardProps {
+  source: SourceView;
+  docSeries: number[];
+  onClose: () => void;
+  onEdit: (source: SourceView) => void;
+  onTogglePause: (source: SourceView) => void;
+  onDelete: (source: SourceView) => void;
+  /** Disables the actions while a mutation is in flight. */
+  busy?: boolean;
+}
+
+/** Expanded detail for the selected source row, with edit/pause/delete actions. */
+export function SourceDetailCard({
+  source,
+  docSeries,
+  onClose,
+  onEdit,
+  onTogglePause,
+  onDelete,
+  busy = false,
+}: SourceDetailCardProps) {
+  const { t } = useTranslation();
+  const meta = sourceTypeMeta(source.type);
+  const paused = source.status === "disabled";
+  // The editor is a built-in source: it has no instance name and can't be edited/paused/deleted.
+  const isEditor = source.type === EDITOR_SOURCE_TYPE;
+  return (
+    <section className="portal-sources__expanded">
+      <header className="portal-sources__expanded-head">
+        <span
+          className={`portal-sources__type-dot portal-sources__type-dot--${meta.accent}`}
+          aria-hidden
+        >
+          {meta.icon}
+        </span>
+        <div>
+          <h2 className="portal-sources__expanded-title">
+            {isEditor ? t(meta.labelKey) : source.name}
+          </h2>
+          <span className="portal-sources__expanded-sub">
+            {t("portal.sources.detail.subtitle", {
+              type: t(meta.labelKey),
+              status: t(`portal.sources.status.${source.status}`),
+            })}
+          </span>
+        </div>
+        <ActionIcon
+          variant="tertiary"
+          className="portal-sources__expanded-close"
+          onClick={onClose}
+          aria-label={t("portal.sources.detail.closeAriaLabel")}
+        >
+          <CloseIcon />
+        </ActionIcon>
+      </header>
+
+      <SourceDetailPanel source={source} docSeries={docSeries} />
+
+      {!isEditor && (
+        <div className="portal-sources__detail-actions">
+          <Button
+            variant="secondary"
+            disabled={busy}
+            onClick={() => onEdit(source)}
+          >
+            {t("portal.sources.detail.edit")}
+          </Button>
+          <Button
+            variant="secondary"
+            disabled={busy}
+            onClick={() => onTogglePause(source)}
+          >
+            {paused
+              ? t("portal.sources.detail.resume")
+              : t("portal.sources.detail.pause")}
+          </Button>
+          <Button
+            accent="danger"
+            variant="secondary"
+            disabled={busy}
+            onClick={() => onDelete(source)}
+          >
+            {t("portal.sources.detail.delete")}
+          </Button>
+        </div>
+      )}
+    </section>
+  );
+}

frontend/editor/src/portal/components/sources/SourceDetailPanel.stories.tsx

@@ -0,0 +1,59 @@
+import type { Meta, StoryObj } from "@storybook/react-vite";
+import type { SourceView } from "@portal/api/sources";
+import { SourceDetailPanel } from "@portal/components/sources/SourceDetailPanel";
+import { sampleDailySeries } from "@portal/mocks/sampleDailySeries";
+
+const SAMPLE_SERIES = sampleDailySeries(330);
+
+const IN_USE: SourceView = {
+  id: "src-claims",
+  name: "Claims intake",
+  type: "folder",
+  status: "active",
+  referenceCount: 2,
+  referencingPolicies: [
+    { id: "a", name: "Security Policy" },
+    { id: "b", name: "Redaction Policy" },
+  ],
+  config: [
+    { label: "Directory", value: "/data/claims-intake" },
+    { label: "Mode", value: "consume" },
+  ],
+  docsTotal: 45230,
+  docs24h: 312,
+  docs30d: 9870,
+};
+
+const ORPHANED: SourceView = {
+  id: "src-archive",
+  name: "Archive reprocess",
+  type: "folder",
+  status: "unused",
+  referenceCount: 0,
+  referencingPolicies: [],
+  config: [{ label: "Directory", value: "/data/archive" }],
+  docsTotal: 1180,
+  docs24h: 0,
+  docs30d: 0,
+};
+
+const meta: Meta<typeof SourceDetailPanel> = {
+  title: "Portal/Sources/SourceDetailPanel",
+  component: SourceDetailPanel,
+  parameters: { layout: "padded" },
+  decorators: [
+    (S) => (
+      <div style={{ maxWidth: "48rem" }}>
+        <S />
+      </div>
+    ),
+  ],
+};
+export default meta;
+type Story = StoryObj<typeof SourceDetailPanel>;
+
+export const InUse: Story = {
+  args: { source: IN_USE, docSeries: SAMPLE_SERIES },
+};
+/** A source no policy references is called out as safe to delete. */
+export const Orphaned: Story = { args: { source: ORPHANED, docSeries: [] } };

frontend/editor/src/portal/components/sources/SourceDetailPanel.tsx

@@ -0,0 +1,91 @@
+import { useTranslation } from "react-i18next";
+import { Chip, StatTile } from "@app/ui";
+import type { SourceView } from "@portal/api/sources";
+import { Sparkline } from "@portal/components/sources/Sparkline";
+import { EDITOR_SOURCE_TYPE } from "@portal/components/sources/sourceTypes";
+import "@portal/views/Sources.css";
+
+interface SourceDetailPanelProps {
+  source: SourceView;
+  /** The 30-day daily series for the sparkline, fetched per source when expanded. */
+  docSeries: number[];
+}
+
+/**
+ * Expanded detail for a source row: its config (key/value), the documents it has
+ * fed into runs, and which policies reference it (a 0-reference source is called
+ * out as safe to delete).
+ */
+export function SourceDetailPanel({
+  source,
+  docSeries,
+}: SourceDetailPanelProps) {
+  const { t } = useTranslation();
+  const isEditor = source.type === EDITOR_SOURCE_TYPE;
+  return (
+    <div className="portal-sources__detail">
+      {isEditor && (
+        <p className="portal-sources__muted">
+          {t("portal.sources.types.editor.description")}
+        </p>
+      )}
+
+      {source.config.length > 0 && (
+        <div className="portal-sources__stat-grid">
+          {source.config.map((row) => (
+            <StatTile key={row.label} label={row.label} value={row.value} />
+          ))}
+        </div>
+      )}
+
+      <div className="portal-sources__detail-section">
+        <span className="portal-sources__detail-heading">
+          {t("portal.sources.detail.usedBy")}
+        </span>
+        {source.referencingPolicies.length === 0 ? (
+          <p className="portal-sources__muted">
+            {t(
+              isEditor
+                ? "portal.sources.types.editor.noPolicies"
+                : "portal.sources.detail.notReferenced",
+            )}
+          </p>
+        ) : (
+          <div className="portal-sources__chips">
+            {source.referencingPolicies.map((policy) => (
+              <Chip key={policy.id} size="sm">
+                {policy.name}
+              </Chip>
+            ))}
+          </div>
+        )}
+      </div>
+
+      <div className="portal-sources__detail-section">
+        <span className="portal-sources__detail-heading">
+          {t("portal.sources.detail.documents")}
+        </span>
+        <div className="portal-sources__stat-grid">
+          <StatTile
+            label={t("portal.sources.detail.docsTotal")}
+            value={source.docsTotal.toLocaleString()}
+          />
+          <StatTile
+            label={t("portal.sources.detail.docs24h")}
+            value={source.docs24h.toLocaleString()}
+          />
+          <StatTile
+            label={t("portal.sources.detail.docs30d")}
+            value={source.docs30d.toLocaleString()}
+          />
+        </div>
+        {docSeries.length > 0 && (
+          <Sparkline
+            data={docSeries}
+            ariaLabel={t("portal.sources.detail.docsTrend")}
+          />
+        )}
+      </div>
+    </div>
+  );
+}

frontend/editor/src/portal/components/sources/SourcesTable.stories.tsx

@@ -51,9 +51,14 @@ const meta: Meta<typeof SourcesTable> = {
   title: "Portal/Sources/SourcesTable",
   component: SourcesTable,
   parameters: { layout: "padded" },
-  args: { sources: SOURCES, onRowClick: () => {} },
+  args: { sources: SOURCES, expandedId: null, onRowClick: () => {} },
 };
 export default meta;
 type Story = StoryObj<typeof SourcesTable>;
 
 export const Default: Story = {};
+
+/** A row with an open detail panel rotates its caret. */
+export const RowExpanded: Story = {
+  args: { expandedId: SOURCES[0].id },
+};

frontend/editor/src/portal/components/sources/SourcesTable.tsx

@@ -1,6 +1,5 @@
 import { useMemo } from "react";
 import { useTranslation } from "react-i18next";
-import ChevronRightRoundedIcon from "@mui/icons-material/ChevronRightRounded";
 import {
   Chip,
   StatusBadge,
@@ -23,11 +22,16 @@ const STATUS_TONE: Record<SourceStatus, StatusTone> = {
 
 interface SourcesTableProps {
   sources: SourceView[];
-  /** Opens a source's own page. Not called for the virtual editor row. */
+  /** Id of the row whose detail panel is open, drives the caret state. */
+  expandedId: string | null;
   onRowClick: (source: SourceView) => void;
 }
 
-export function SourcesTable({ sources, onRowClick }: SourcesTableProps) {
+export function SourcesTable({
+  sources,
+  expandedId,
+  onRowClick,
+}: SourcesTableProps) {
   const { t } = useTranslation();
   const columns = useMemo<TableColumn<SourceView>[]>(
     () => [
@@ -72,18 +76,6 @@ export function SourcesTable({ sources, onRowClick }: SourcesTableProps) {
           </StatusBadge>
         ),
       },
-      {
-        key: "docs",
-        header: t("portal.sources.table.documents"),
-        align: "right",
-        render: (s) => (
-          <span
-            className={s.docsTotal === 0 ? "portal-sources__muted" : undefined}
-          >
-            {s.docsTotal.toLocaleString()}
-          </span>
-        ),
-      },
       {
         key: "referenceCount",
         header: t("portal.sources.table.usedBy"),
@@ -99,20 +91,23 @@ export function SourcesTable({ sources, onRowClick }: SourcesTableProps) {
         ),
       },
       {
-        key: "open",
+        key: "expand",
         header: "",
         align: "right",
         width: "2.5rem",
-        // The editor source has no page to open, so it shows no chevron.
-        render: (s) =>
-          s.type === EDITOR_SOURCE_TYPE ? null : (
-            <span className="portal-sources__caret" aria-hidden>
-              <ChevronRightRoundedIcon style={{ fontSize: "1.25rem" }} />
-            </span>
-          ),
+        render: (s) => (
+          <span
+            className={
+              "portal-sources__caret" + (expandedId === s.id ? " is-open" : "")
+            }
+            aria-hidden
+          >
+            ▸
+          </span>
+        ),
       },
     ],
-    [t],
+    [expandedId, t],
   );
 
   return (
@@ -122,8 +117,6 @@ export function SourcesTable({ sources, onRowClick }: SourcesTableProps) {
       rows={sources}
       rowKey={(s) => s.id}
       onRowClick={onRowClick}
-      // The virtual editor row has no page to open, so it's inert - not a fake button.
-      isRowInteractive={(s) => s.type !== EDITOR_SOURCE_TYPE}
     />
   );
 }

frontend/editor/src/portal/components/sources/Sparkline.test.tsx

@@ -0,0 +1,48 @@
+import { describe, expect, it } from "vitest";
+import { render } from "@testing-library/react";
+import { Sparkline } from "@portal/components/sources/Sparkline";
+
+function pointsOf(container: HTMLElement): string[] {
+  const poly = container.querySelector("polyline");
+  return (poly?.getAttribute("points") ?? "")
+    .trim()
+    .split(/\s+/)
+    .filter(Boolean);
+}
+
+describe("Sparkline", () => {
+  it("draws one point per value", () => {
+    const { container } = render(<Sparkline data={[1, 5, 2, 8, 3]} />);
+    expect(pointsOf(container)).toHaveLength(5);
+  });
+
+  it("renders nothing for an empty series", () => {
+    const { container } = render(<Sparkline data={[]} />);
+    expect(container.querySelector("svg")).toBeNull();
+  });
+
+  it("renders a flat finite line for an all-zero series (no divide-by-zero)", () => {
+    const { container } = render(<Sparkline data={[0, 0, 0, 0]} />);
+    const ys = pointsOf(container).map((p) => Number(p.split(",")[1]));
+    expect(ys).toHaveLength(4);
+    expect(ys.every(Number.isFinite)).toBe(true);
+    // All equal: a zero series is a single horizontal line, not NaN-laden.
+    expect(new Set(ys).size).toBe(1);
+  });
+
+  it("puts the peak value at the top of the band", () => {
+    const { container } = render(<Sparkline data={[0, 10]} height={36} />);
+    const ys = pointsOf(container).map((p) => Number(p.split(",")[1]));
+    // y grows downward in SVG, so the larger value (10) sits at the smaller y.
+    expect(ys[1]).toBeLessThan(ys[0]);
+  });
+
+  it("exposes its aria-label", () => {
+    const { container } = render(
+      <Sparkline data={[1, 2]} ariaLabel="Docs trend" />,
+    );
+    expect(container.querySelector("svg")?.getAttribute("aria-label")).toBe(
+      "Docs trend",
+    );
+  });
+});

frontend/editor/src/portal/components/sources/Sparkline.tsx

@@ -0,0 +1,53 @@
+import "@portal/views/Sources.css";
+
+interface SparklineProps {
+  /** Series values, oldest first. */
+  data: number[];
+  /** Drawing height in px; the width fills the container. */
+  height?: number;
+  ariaLabel?: string;
+}
+
+/**
+ * A tiny dependency-free trend line: normalises {@code data} to its own peak and draws a single
+ * polyline. The viewBox is fixed while the rendered width fills the container (the stroke stays
+ * crisp via non-scaling-stroke), so it adapts to any column without distorting the line weight.
+ */
+export function Sparkline({ data, height = 36, ariaLabel }: SparklineProps) {
+  if (data.length === 0) {
+    return null;
+  }
+  const width = 240;
+  const pad = 3;
+  const max = Math.max(...data, 1);
+  const stepX = data.length > 1 ? width / (data.length - 1) : 0;
+  const points = data
+    .map((value, i) => {
+      const x = i * stepX;
+      const y = pad + (1 - value / max) * (height - 2 * pad);
+      return `${x.toFixed(1)},${y.toFixed(1)}`;
+    })
+    .join(" ");
+
+  return (
+    <svg
+      className="portal-sparkline"
+      width="100%"
+      height={height}
+      viewBox={`0 0 ${width} ${height}`}
+      preserveAspectRatio="none"
+      role="img"
+      aria-label={ariaLabel}
+    >
+      <polyline
+        points={points}
+        fill="none"
+        stroke="currentColor"
+        strokeWidth="1.5"
+        strokeLinejoin="round"
+        strokeLinecap="round"
+        vectorEffect="non-scaling-stroke"
+      />
+    </svg>
+  );
+}

frontend/editor/src/portal/components/sources/sourceTypes.ts

@@ -54,7 +54,7 @@ export function sourceTypeMeta(type: string): SourceTypeMeta {
 export interface SourceFieldDef {
   key: string;
   labelKey: string;
-  control: "text" | "password" | "select" | "s3Connection";
+  control: "text" | "password" | "select";
   required?: boolean;
   placeholderKey?: string;
   helperTextKey?: string;
@@ -148,11 +148,18 @@ export const CREATABLE_SOURCE_TYPES: CreatableSourceType[] = [
     descriptionKey: "portal.sources.types.s3.description",
     fields: [
       {
-        key: "connectionId",
-        labelKey: "portal.sources.types.s3.fields.connection.label",
-        control: "s3Connection",
+        key: "bucket",
+        labelKey: "portal.sources.types.s3.fields.bucket.label",
+        control: "text",
         required: true,
-        helperTextKey: "portal.sources.types.s3.fields.connection.helperText",
+        placeholderKey: "portal.sources.types.s3.fields.bucket.placeholder",
+      },
+      {
+        key: "region",
+        labelKey: "portal.sources.types.s3.fields.region.label",
+        control: "text",
+        defaultValue: "us-east-1",
+        placeholderKey: "portal.sources.types.s3.fields.region.placeholder",
       },
       {
         key: "prefix",
@@ -161,6 +168,25 @@ export const CREATABLE_SOURCE_TYPES: CreatableSourceType[] = [
         placeholderKey: "portal.sources.types.s3.fields.prefix.placeholder",
         helperTextKey: "portal.sources.types.s3.fields.prefix.helperText",
       },
+      {
+        key: "accessKeyId",
+        labelKey: "portal.sources.types.s3.fields.accessKeyId.label",
+        control: "text",
+        required: true,
+      },
+      {
+        key: "secretAccessKey",
+        labelKey: "portal.sources.types.s3.fields.secretAccessKey.label",
+        control: "password",
+        required: true,
+      },
+      {
+        key: "endpoint",
+        labelKey: "portal.sources.types.s3.fields.endpoint.label",
+        control: "text",
+        placeholderKey: "portal.sources.types.s3.fields.endpoint.placeholder",
+        helperTextKey: "portal.sources.types.s3.fields.endpoint.helperText",
+      },
       {
         key: "mode",
         labelKey: "portal.sources.types.s3.fields.mode.label",

frontend/editor/src/portal/components/users/PendingInvitations.tsx

@@ -1,5 +1,4 @@
 import { useTranslation } from "react-i18next";
-import type { TFunction } from "i18next";
 import { Avatar, Button } from "@app/ui";
 import type { PendingInvitation } from "@portal/api/users";
 import "@portal/views/Users.css";
@@ -12,15 +11,13 @@ interface PendingInvitationsProps {
 
 /** Human "Expires in 3 days" from an ISO expiry; empty when absent, unparseable,
  *  or already past (the adapter filters expired invites, so no "expired" state). */
-function expiryLabel(iso: string | undefined, t: TFunction): string {
+function expiryLabel(iso: string | undefined, expiresWord: string): string {
   if (!iso) return "";
   const ts = Date.parse(iso);
   if (!Number.isFinite(ts) || ts <= Date.now()) return "";
   const days = Math.round((ts - Date.now()) / 86400000);
-  if (days === 0) return t("users.invites.expiresToday", "Expires today");
-  return t("users.invites.expiresInDays", "Expires in {{count}} days", {
-    count: days,
-  });
+  if (days === 0) return `${expiresWord} today`;
+  return `${expiresWord} in ${days === 1 ? "1 day" : `${days} days`}`;
 }
 
 /**
@@ -33,6 +30,7 @@ export function PendingInvitations({
   onCancel,
 }: PendingInvitationsProps) {
   const { t } = useTranslation();
+  const expiresWord = t("users.invites.expires", "Expires");
   return (
     <section className="portal-users__group">
       <header className="portal-users__group-head">
@@ -52,7 +50,7 @@ export function PendingInvitations({
         </span>
       </header>
       {invitations.map((inv) => {
-        const expires = expiryLabel(inv.expiresAt, t);
+        const expires = expiryLabel(inv.expiresAt, expiresWord);
         return (
           <div className="portal-users__row" key={inv.id}>
             <div className="portal-users__row-main">

frontend/editor/src/portal/contexts/TierContext.tsx

@@ -10,20 +10,16 @@ import { usePlanTier } from "@portal/contexts/usePlanTier";
 export type Tier = "free" | "pro" | "enterprise";
 
 export interface TierInfo {
-  /** i18n key for the plan label; resolve with `t()` at the call site. */
-  labelKey: string;
+  label: string;
   dotColor: string;
 }
 
 export const TIER_INFO: Record<Tier, TierInfo> = {
   // Matches SaaS branding (editor/cloud Payg + PaygFree): the always-free
   // manual-tools tier is "Editor plan"; the metered tier is "Processor plan".
-  free: { labelKey: "portal.tier.free", dotColor: "var(--color-text-4)" },
-  pro: { labelKey: "portal.tier.pro", dotColor: "var(--color-blue)" },
-  enterprise: {
-    labelKey: "portal.tier.enterprise",
-    dotColor: "var(--color-purple)",
-  },
+  free: { label: "Editor plan", dotColor: "var(--color-text-4)" },
+  pro: { label: "Processor plan", dotColor: "var(--color-blue)" },
+  enterprise: { label: "Enterprise plan", dotColor: "var(--color-purple)" },
 };
 
 interface TierContextValue {

frontend/editor/src/portal/contexts/ViewContext.tsx

@@ -30,7 +30,7 @@ export const VIEW_LABELS: Record<ViewId, string> = {
   components: "Components",
   infrastructure: "Infrastructure",
   usage: "Usage & Billing",
-  docs: "Documentation",
+  docs: "Developer Docs",
   procurement: "Procurement",
   settings: "Settings",
 };

frontend/editor/src/portal/docs/headings.test.ts

@@ -1,47 +0,0 @@
-import { describe, expect, it } from "vitest";
-import { extractHeadings, slugify } from "@portal/docs/headings";
-
-describe("slugify", () => {
-  it("lowercases, hyphenates, and trims punctuation", () => {
-    expect(slugify("How it Works!")).toBe("how-it-works");
-    expect(slugify("  Trailing & spaces  ")).toBe("trailing-spaces");
-  });
-});
-
-describe("extractHeadings", () => {
-  it("extracts H2/H3 only, with slugs matching the rendered ids", () => {
-    const md = [
-      "# Page Title",
-      "## How it Works",
-      "text",
-      "### Sub Section",
-      "#### Too Deep",
-      "## Operations",
-    ].join("\n");
-    expect(extractHeadings(md)).toEqual([
-      { level: 2, text: "How it Works", slug: "how-it-works" },
-      { level: 3, text: "Sub Section", slug: "sub-section" },
-      { level: 2, text: "Operations", slug: "operations" },
-    ]);
-  });
-
-  it("de-duplicates repeated heading text into unique slugs", () => {
-    const md = ["## What Changed", "### What Changed", "## What Changed"].join(
-      "\n",
-    );
-    expect(extractHeadings(md).map((h) => h.slug)).toEqual([
-      "what-changed",
-      "what-changed-1",
-      "what-changed-2",
-    ]);
-  });
-
-  it("ignores headings inside fenced code and strips inline marks", () => {
-    const md = ["```", "## not a heading", "```", "## `Code` and *em*"].join(
-      "\n",
-    );
-    expect(extractHeadings(md)).toEqual([
-      { level: 2, text: "Code and em", slug: "code-and-em" },
-    ]);
-  });
-});

frontend/editor/src/portal/docs/headings.ts

@@ -1,48 +0,0 @@
-/**
- * Heading extraction for the "On this page" table of contents. The same
- * `slugify` is used here and in MarkdownDoc's heading renderer, so the TOC links
- * and the rendered heading ids always match.
- */
-
-export interface Heading {
-  /** 2 or 3 (H2/H3). */
-  level: number;
-  text: string;
-  slug: string;
-}
-
-/** "How it Works!" → "how-it-works" (the base id, before de-duplication). */
-export function slugify(text: string): string {
-  return text
-    .toLowerCase()
-    .trim()
-    .replace(/[^a-z0-9]+/g, "-")
-    .replace(/^-+|-+$/g, "");
-}
-
-/**
- * A stateful slugger that de-duplicates: repeated heading text gets `-1`, `-2`, …
- * The TOC extraction and MarkdownDoc's heading renderer each make one and feed it
- * headings in document order, so their slugs (and thus link ↔ id) always match.
- */
-export function makeSlugger(): (text: string) => string {
-  const seen = new Map<string, number>();
-  return (text: string) => {
-    const base = slugify(text) || "section";
-    const n = seen.get(base) ?? 0;
-    seen.set(base, n + 1);
-    return n === 0 ? base : `${base}-${n}`;
-  };
-}
-
-/** Extract H2/H3 headings from a doc body, skipping fenced code blocks. */
-export function extractHeadings(markdown: string): Heading[] {
-  const noCode = markdown.replace(/^(```|~~~)[\s\S]*?^\1[ \t]*$/gm, "");
-  const slug = makeSlugger();
-  const headings: Heading[] = [];
-  for (const m of noCode.matchAll(/^ {0,3}(#{2,3})[ \t]+(.+?)[ \t]*#*$/gm)) {
-    const text = m[2].replace(/[`*_]/g, "").trim();
-    if (text) headings.push({ level: m[1].length, text, slug: slug(text) });
-  }
-  return headings;
-}

frontend/editor/src/portal/docs/manifest/registry.ts

@@ -1,38 +0,0 @@
-/**
- * Runtime accessors over the generated docs manifest. This is the only module
- * that imports the (large) JSON, so lazy-loading the docs view keeps it in its
- * own chunk. Regenerate the JSON with `npm run docs:sync`.
- */
-// Imported as a raw string (not a JSON module) so tsc doesn't infer a ~half-MB
-// literal type; parsed once here into the typed manifest.
-import manifestRaw from "@portal/generated/docsManifest.json?raw";
-import type {
-  DocEntry,
-  DocsManifest,
-  DocsNavSection,
-} from "@portal/docs/manifest/transform";
-
-const manifest = JSON.parse(manifestRaw) as DocsManifest;
-
-/** Provenance of the current manifest (repo + ref it was generated from). */
-export const docsSource = manifest.source;
-
-/** The auto-sorted nav tree (sections → items). */
-export function loadDocsNav(): DocsNavSection[] {
-  return manifest.nav;
-}
-
-/** A single doc by id, or undefined if it isn't in the manifest. */
-export function loadDoc(id: string): DocEntry | undefined {
-  return manifest.docs[id];
-}
-
-/** Every doc, for building the search index. */
-export function allDocs(): DocEntry[] {
-  return Object.values(manifest.docs);
-}
-
-/** The first doc id (first item of the first section) — the default landing. */
-export function firstDocId(): string | undefined {
-  return manifest.nav[0]?.items[0]?.id;
-}

frontend/editor/src/portal/docs/manifest/transform.test.ts

@@ -1,208 +0,0 @@
-import { describe, expect, it } from "vitest";
-import {
-  buildManifest,
-  convertAdmonitions,
-  demoteHeadings,
-  docIdForPath,
-  humanize,
-  parseFrontmatter,
-  resolveRelative,
-  rewriteReferences,
-  sectionIcon,
-  stripJsxTags,
-  stripMdxImports,
-  stripRedundantH1,
-  type CategoryMap,
-  type RawDoc,
-} from "@portal/docs/manifest/transform";
-
-const OPTS = {
-  repo: "Owner/Repo",
-  ref: "main",
-  root: "docs",
-  siteBaseUrl: "https://docs.example.com",
-};
-
-describe("parseFrontmatter", () => {
-  it("splits scalar YAML frontmatter from the body", () => {
-    const { data, body } = parseFrontmatter(
-      "---\ntitle: OCR\nsidebar_position: 7\n---\n# Heading\ntext",
-    );
-    expect(data.title).toBe("OCR");
-    expect(data.sidebar_position).toBe(7);
-    expect(body).toBe("# Heading\ntext");
-  });
-
-  it("returns the whole content as body when there is no frontmatter", () => {
-    const { data, body } = parseFrontmatter("# Just a doc\nbody");
-    expect(data).toEqual({});
-    expect(body).toBe("# Just a doc\nbody");
-  });
-
-  it("normalises CRLF line endings", () => {
-    const { data } = parseFrontmatter("---\r\nid: x\r\n---\r\nbody");
-    expect(data.id).toBe("x");
-  });
-});
-
-describe("id + label helpers", () => {
-  it("slugifies nested paths", () => {
-    expect(docIdForPath("Configuration/OCR.md")).toBe("configuration/ocr");
-    expect(docIdForPath("Getting Started.md")).toBe("getting-started");
-  });
-
-  it("humanises file/dir names", () => {
-    expect(humanize("Getting-Started.md")).toBe("Getting Started");
-  });
-
-  it("picks a section icon from the label", () => {
-    expect(sectionIcon("Configuration")).toBe("⚙");
-    expect(sectionIcon("Totally Unknown")).toBe("◇");
-  });
-});
-
-describe("MDX normalisation", () => {
-  it("converts admonitions to titled blockquotes", () => {
-    const out = convertAdmonitions(":::tip Upgrading?\nread this\n:::");
-    expect(out).toContain("> **💡 Tip: Upgrading?**");
-    expect(out).toContain("> read this");
-  });
-
-  it("strips import/export statements", () => {
-    const out = stripMdxImports("import Tabs from '@theme/Tabs';\n# Keep");
-    expect(out).toBe("# Keep");
-  });
-
-  it("removes JSX component tags but keeps inner content", () => {
-    expect(
-      stripJsxTags("<Tabs>\n<TabItem value='a'>keep</TabItem>\n</Tabs>"),
-    ).toContain("keep");
-    expect(stripJsxTags("<TabItem>x</TabItem>")).not.toMatch(/<TabItem/);
-  });
-
-  it("demotes body H1 to H2 but leaves code comments alone", () => {
-    const md = "# Title\n\n```bash\n# a shell comment\n```";
-    const out = demoteHeadings(md);
-    expect(out).toContain("## Title");
-    expect(out).toContain("# a shell comment");
-  });
-
-  it("strips a leading H1 that duplicates the page title", () => {
-    expect(stripRedundantH1("# OCR\nbody", "OCR")).toBe("body");
-    expect(stripRedundantH1("# Other\nbody", "OCR")).toBe("# Other\nbody");
-  });
-});
-
-describe("resolveRelative", () => {
-  it("collapses ./ and ../ against a base dir", () => {
-    expect(resolveRelative("Configuration", "./OCR.md")).toBe(
-      "Configuration/OCR.md",
-    );
-    expect(
-      resolveRelative("Configuration", "../Functionality/Compare.md"),
-    ).toBe("Functionality/Compare.md");
-  });
-});
-
-describe("rewriteReferences", () => {
-  const ctx = {
-    dir: "Configuration",
-    // Keys are lowercased file paths (spaces preserved), as buildManifest builds them.
-    pathToId: new Map([
-      [
-        "configuration/system and security",
-        "configuration/system-and-security",
-      ],
-    ]),
-    rawBase: "https://raw.example.com/Owner/Repo/main",
-    siteBaseUrl: "https://docs.example.com",
-  };
-
-  it("rewrites resolvable internal links to the doc: scheme (decoded + case-insensitive)", () => {
-    const out = rewriteReferences(
-      "see [sec](./System%20and%20Security.md)",
-      ctx,
-      "docs",
-    );
-    expect(out).toBe("see [sec](doc:configuration/system-and-security)");
-  });
-
-  it("falls back to the live docs site for unresolved internal links", () => {
-    const out = rewriteReferences("[x](./Missing.md)", ctx, "docs");
-    expect(out).toBe("[x](https://docs.example.com/Configuration/Missing)");
-  });
-
-  it("leaves absolute and anchor links untouched", () => {
-    const md = "[a](https://x.com) and [b](#top)";
-    expect(rewriteReferences(md, ctx, "docs")).toBe(md);
-  });
-
-  it("rewrites relative images to absolute raw URLs", () => {
-    expect(rewriteReferences("![a](./img/x.png)", ctx, "docs")).toBe(
-      "![a](https://raw.example.com/Owner/Repo/main/docs/Configuration/img/x.png)",
-    );
-    expect(rewriteReferences("![a](/img/y.png)", ctx, "docs")).toBe(
-      "![a](https://raw.example.com/Owner/Repo/main/static/img/y.png)",
-    );
-  });
-
-  it("does not rewrite inside fenced code blocks", () => {
-    const md = "```\n[x](./y.md)\n```";
-    expect(rewriteReferences(md, ctx, "docs")).toBe(md);
-  });
-});
-
-describe("buildManifest", () => {
-  const rawDocs: RawDoc[] = [
-    {
-      relPath: "Getting Started.md",
-      content: "---\nsidebar_position: 0\n---\nintro",
-    },
-    {
-      relPath: "Configuration/OCR.md",
-      content: "---\ntitle: OCR\nsidebar_position: 7\n---\n# OCR\nbody",
-    },
-    {
-      relPath: "Configuration/DATABASE.md",
-      content: "---\nsidebar_position: 1\n---\n# Database\nsee [ocr](./OCR.md)",
-    },
-  ];
-  const categories: CategoryMap = {
-    Configuration: { label: "Configuration", position: 5 },
-  };
-
-  it("auto-sorts sections (root Overview first, then by category position)", () => {
-    const m = buildManifest(rawDocs, categories, OPTS);
-    expect(m.nav.map((s) => s.id)).toEqual(["overview", "configuration"]);
-    expect(m.nav[0].label).toBe("Overview");
-    expect(m.nav[1].label).toBe("Configuration");
-  });
-
-  it("orders nav items by sidebar_position", () => {
-    const m = buildManifest(rawDocs, categories, OPTS);
-    const config = m.nav.find((s) => s.id === "configuration")!;
-    expect(config.items.map((i) => i.id)).toEqual([
-      "configuration/database",
-      "configuration/ocr",
-    ]);
-  });
-
-  it("derives titles from frontmatter, heading, then filename", () => {
-    const m = buildManifest(rawDocs, categories, OPTS);
-    expect(m.docs["configuration/ocr"].title).toBe("OCR");
-    expect(m.docs["getting-started"].title).toBe("Getting Started");
-  });
-
-  it("resolves cross-doc links and records source/edit urls", () => {
-    const m = buildManifest(rawDocs, categories, OPTS);
-    expect(m.docs["configuration/database"].markdown).toContain(
-      "[ocr](doc:configuration/ocr)",
-    );
-    expect(m.docs["configuration/ocr"].sourcePath).toBe(
-      "docs/Configuration/OCR.md",
-    );
-    expect(m.docs["configuration/ocr"].editUrl).toBe(
-      "https://github.com/Owner/Repo/blob/main/docs/Configuration/OCR.md",
-    );
-  });
-});

frontend/editor/src/portal/docs/manifest/transform.ts

@@ -1,481 +0,0 @@
-/**
- * Pure transforms that turn the Docusaurus docs repo into the portal docs
- * manifest. No I/O and no external deps so `tsx` (the sync CLI) and vitest can
- * both use it. The sync CLI does the fetching; this module does the shaping.
- *
- * The auto-sort rules:
- *   - every directory that directly holds markdown becomes a nav section,
- *     labelled + ordered by its `_category_.json` (root files → "Overview"),
- *   - each `.md`/`.mdx` file becomes a nav item, ordered by frontmatter
- *     `sidebar_position` then title,
- *   - Docusaurus MDX is normalised to plain GitHub-flavoured markdown that
- *     react-markdown can render (admonitions, JSX, relative links, images).
- */
-
-/* ──────────────────────────────────────────────────────────────────────── */
-/*  Manifest shape (mirrored structurally by @portal/api/docs)               */
-/* ──────────────────────────────────────────────────────────────────────── */
-
-export interface DocsNavItem {
-  id: string;
-  label: string;
-  badge?: string;
-}
-
-export interface DocsNavSection {
-  id: string;
-  label: string;
-  icon: string;
-  items: DocsNavItem[];
-}
-
-export interface DocEntry {
-  id: string;
-  title: string;
-  description?: string;
-  section: string;
-  markdown: string;
-  sourcePath: string;
-  editUrl: string;
-}
-
-export interface DocsManifest {
-  source: { repo: string; ref: string; root: string };
-  nav: DocsNavSection[];
-  docs: Record<string, DocEntry>;
-}
-
-/** One markdown file read from the repo, before shaping. */
-export interface RawDoc {
-  /** Posix path relative to the docs root, e.g. "Configuration/OCR.md". */
-  relPath: string;
-  content: string;
-}
-
-/** `_category_.json` contents, keyed by posix dir path relative to docs root. */
-export type CategoryMap = Record<string, { label?: string; position?: number }>;
-
-export interface BuildOptions {
-  repo: string;
-  ref: string;
-  /** Docs root within the repo, e.g. "docs". */
-  root: string;
-  /** Live docs site base, used as the fallback for unresolved internal links. */
-  siteBaseUrl: string;
-}
-
-/* ──────────────────────────────────────────────────────────────────────── */
-/*  Small helpers                                                            */
-/* ──────────────────────────────────────────────────────────────────────── */
-
-const SECTION_ICONS: Array<[RegExp, string]> = [
-  [/overview|getting started|start/i, "▶"],
-  [/config/i, "⚙"],
-  [/function|tool|feature/i, "▤"],
-  [/install|deploy/i, "⤓"],
-  [/migrat|upgrade/i, "⇄"],
-  [/security|sign|auth/i, "🛡"],
-  [/convert/i, "⇋"],
-  [/page/i, "▦"],
-  [/api|develop/i, "{ }"],
-];
-
-/** A single-glyph icon for a section, chosen from its label. */
-export function sectionIcon(label: string): string {
-  for (const [re, glyph] of SECTION_ICONS) if (re.test(label)) return glyph;
-  return "◇";
-}
-
-/** "Getting-Started_Guide" → "Getting Started Guide". */
-export function humanize(name: string): string {
-  return name
-    .replace(/\.mdx?$/i, "")
-    .replace(/[-_]+/g, " ")
-    .replace(/\s+/g, " ")
-    .trim()
-    .replace(/\b\w/g, (c) => c.toUpperCase());
-}
-
-/** Lowercase, hyphenated, url-safe id for a path segment. */
-export function slugifySegment(name: string): string {
-  return name
-    .replace(/\.mdx?$/i, "")
-    .toLowerCase()
-    .replace(/[^a-z0-9]+/g, "-")
-    .replace(/^-+|-+$/g, "");
-}
-
-/** Docs-root-relative posix path → stable doc id, e.g. "configuration/ocr". */
-export function docIdForPath(relPath: string): string {
-  return relPath.split("/").map(slugifySegment).filter(Boolean).join("/");
-}
-
-/** Posix dirname ("" for a root-level file). */
-export function dirOf(relPath: string): string {
-  const i = relPath.lastIndexOf("/");
-  return i === -1 ? "" : relPath.slice(0, i);
-}
-
-/* ──────────────────────────────────────────────────────────────────────── */
-/*  Frontmatter                                                              */
-/* ──────────────────────────────────────────────────────────────────────── */
-
-export interface Frontmatter {
-  data: Record<string, string | number>;
-  body: string;
-}
-
-/** Split leading `--- ... ---` YAML frontmatter (scalar keys only) from body. */
-export function parseFrontmatter(content: string): Frontmatter {
-  const normalised = content.replace(/\r\n/g, "\n");
-  if (!normalised.startsWith("---\n")) return { data: {}, body: normalised };
-  const end = normalised.indexOf("\n---", 4);
-  if (end === -1) return { data: {}, body: normalised };
-  const raw = normalised.slice(4, end);
-  const rest = normalised.slice(end + 4).replace(/^\n/, "");
-  const data: Record<string, string | number> = {};
-  for (const line of raw.split("\n")) {
-    const m = /^([A-Za-z0-9_]+):\s*(.*)$/.exec(line);
-    if (!m) continue;
-    let value: string | number = m[2].trim().replace(/^["']|["']$/g, "");
-    if (/^-?\d+(\.\d+)?$/.test(value)) value = Number(value);
-    data[m[1]] = value;
-  }
-  return { data, body: rest };
-}
-
-/** First `# H1` heading text in a body, if any. */
-export function firstHeading(body: string): string | undefined {
-  const m = /^#\s+(.+?)\s*$/m.exec(stripCodeFences(body));
-  return m ? m[1].trim() : undefined;
-}
-
-/** Blank out fenced code blocks so heading/link scans ignore their contents. */
-function stripCodeFences(md: string): string {
-  return md.replace(/^(```|~~~)[\s\S]*?^\1\s*$/gm, "");
-}
-
-/* ──────────────────────────────────────────────────────────────────────── */
-/*  Body normalisation (MDX → plain markdown)                                */
-/* ──────────────────────────────────────────────────────────────────────── */
-
-/** Run `fn` over the non-fenced-code spans of `md`, leaving code blocks intact. */
-function mapOutsideCode(md: string, fn: (text: string) => string): string {
-  const parts = md.split(/(^(?:```|~~~)[\s\S]*?^(?:```|~~~)\s*$)/gm);
-  return parts.map((part, i) => (i % 2 === 0 ? fn(part) : part)).join("");
-}
-
-const ADMONITION_META: Record<string, { icon: string; label: string }> = {
-  tip: { icon: "💡", label: "Tip" },
-  note: { icon: "📝", label: "Note" },
-  info: { icon: "ℹ️", label: "Info" },
-  warning: { icon: "⚠️", label: "Warning" },
-  caution: { icon: "⚠️", label: "Caution" },
-  danger: { icon: "🚫", label: "Danger" },
-};
-
-/** `:::tip Title\n…\n:::` → a blockquote with a bold titled first line. */
-export function convertAdmonitions(md: string): string {
-  const re = /^:::(\w+)[ \t]*(.*)\n([\s\S]*?)^:::[ \t]*$/gm;
-  return md.replace(re, (_all, type: string, title: string, body: string) => {
-    const meta = ADMONITION_META[type.toLowerCase()] ?? {
-      icon: "•",
-      label: humanize(type),
-    };
-    const heading = title.trim()
-      ? `${meta.label}: ${title.trim()}`
-      : meta.label;
-    const quoted = body
-      .replace(/\s+$/, "")
-      .split("\n")
-      .map((l) => (l ? `> ${l}` : ">"))
-      .join("\n");
-    return `> **${meta.icon} ${heading}**\n>\n${quoted}\n`;
-  });
-}
-
-/** Drop MDX `import`/`export` statement lines (outside code). */
-export function stripMdxImports(md: string): string {
-  return md
-    .split("\n")
-    .filter((l) => !/^\s*(import|export)\s.+from\s.+;?\s*$/.test(l))
-    .filter((l) => !/^\s*import\s+['"][^'"]+['"];?\s*$/.test(l))
-    .join("\n");
-}
-
-/** Remove JSX component tags (Capitalised), keeping any inner content. */
-export function stripJsxTags(md: string): string {
-  return md.replace(/<\/?[A-Z][A-Za-z0-9.]*(?:\s[^>]*?)?\/?>/g, "");
-}
-
-/** Resolve a relative posix path against a base dir, collapsing `.`/`..`. */
-export function resolveRelative(baseDir: string, target: string): string {
-  const stack = baseDir ? baseDir.split("/") : [];
-  for (const seg of target.split("/")) {
-    if (seg === "" || seg === ".") continue;
-    if (seg === "..") stack.pop();
-    else stack.push(seg);
-  }
-  return stack.join("/");
-}
-
-interface LinkContext {
-  dir: string;
-  pathToId: Map<string, string>;
-  rawBase: string;
-  siteBaseUrl: string;
-}
-
-/** Split "path#anchor" → [path, "#anchor" | ""]. */
-function splitAnchor(target: string): [string, string] {
-  const i = target.indexOf("#");
-  return i === -1 ? [target, ""] : [target.slice(0, i), target.slice(i)];
-}
-
-/** Percent-decode a link path, tolerating malformed escapes. */
-function decodePath(p: string): string {
-  try {
-    return decodeURIComponent(p);
-  } catch {
-    return p;
-  }
-}
-
-/**
- * Look up the doc id for a relative link target. Keys in pathToId are lowercased
- * so links work whether they use the filename or a slug, in any case, and with
- * percent-encoded spaces (the repo links to "System%20and%20Security").
- */
-function resolveDocId(ctx: LinkContext, rawPath: string): string | undefined {
-  const resolved = resolveRelative(ctx.dir, decodePath(rawPath)).toLowerCase();
-  const noExt = resolved.replace(/\.mdx?$/i, "");
-  const candidates = [
-    resolved,
-    noExt,
-    `${noExt.replace(/\/$/, "")}/index`,
-    noExt.replace(/\/index$/i, ""),
-  ];
-  for (const c of candidates) {
-    const id = ctx.pathToId.get(c);
-    if (id) return id;
-  }
-  return undefined;
-}
-
-/** Rewrite a single markdown link target to a portal-usable href. */
-function rewriteLinkTarget(ctx: LinkContext, target: string): string {
-  const trimmed = target.trim();
-  if (/^(https?:|mailto:|tel:|#|doc:)/i.test(trimmed)) return trimmed;
-  const [path, anchor] = splitAnchor(trimmed);
-  if (!path) return trimmed;
-  const id = resolveDocId(ctx, path);
-  if (id) return `doc:${id}`;
-  // Unresolved internal link → fall back to the live docs site (encode spaces).
-  const slug = resolveRelative(ctx.dir, decodePath(path)).replace(
-    /\.mdx?$/i,
-    "",
-  );
-  const encoded = slug.split("/").map(encodeURIComponent).join("/");
-  return `${ctx.siteBaseUrl}/${encoded}${anchor}`;
-}
-
-/** Rewrite a relative image src to an absolute raw-content URL. */
-function rewriteImageSrc(ctx: LinkContext, src: string, root: string): string {
-  const trimmed = src.trim();
-  if (/^(https?:|data:)/i.test(trimmed)) return trimmed;
-  if (trimmed.startsWith("/")) return `${ctx.rawBase}/static${trimmed}`;
-  const resolved = resolveRelative(`${root}/${ctx.dir}`, trimmed);
-  return `${ctx.rawBase}/${resolved}`;
-}
-
-/** Rewrite markdown links + images (outside code) to portal/absolute targets. */
-export function rewriteReferences(
-  md: string,
-  ctx: LinkContext,
-  root: string,
-): string {
-  return mapOutsideCode(md, (text) => {
-    // Images first so their `!` prefix isn't eaten by the link pattern.
-    let out = text.replace(
-      /!\[([^\]]*)\]\(([^)\s]+)([^)]*)\)/g,
-      (_m, alt: string, src: string, tail: string) =>
-        `![${alt}](${rewriteImageSrc(ctx, src, root)}${tail})`,
-    );
-    out = out.replace(
-      /(^|[^!])\[([^\]]+)\]\(([^)\s]+)([^)]*)\)/g,
-      (_m, pre: string, label: string, href: string, tail: string) =>
-        `${pre}[${label}](${rewriteLinkTarget(ctx, href)}${tail})`,
-    );
-    return out;
-  });
-}
-
-/** Drop a leading `# H1` whose text equals the page title (avoids a dup head). */
-export function stripRedundantH1(md: string, title: string): string {
-  const m = /^\s*#\s+(.+?)\s*(\n|$)/.exec(md);
-  if (m && m[1].trim().toLowerCase() === title.trim().toLowerCase()) {
-    return md.slice(m[0].length).replace(/^\n+/, "");
-  }
-  return md;
-}
-
-/** Demote body `# H1` headings to `## H2` so the page title is the sole H1. */
-export function demoteHeadings(md: string): string {
-  return mapOutsideCode(md, (text) => text.replace(/^# (?=\S)/gm, "## "));
-}
-
-/* ──────────────────────────────────────────────────────────────────────── */
-/*  Section ordering                                                         */
-/* ──────────────────────────────────────────────────────────────────────── */
-
-const ROOT_SECTION_ID = "overview";
-
-/** Composite order key: `_category_.json.position` down the dir path. */
-function sectionOrderKey(dir: string, categories: CategoryMap): number[] {
-  if (dir === "") return [-1];
-  const key: number[] = [];
-  const segs = dir.split("/");
-  for (let i = 0; i < segs.length; i++) {
-    const sub = segs.slice(0, i + 1).join("/");
-    key.push(categories[sub]?.position ?? 999);
-  }
-  return key;
-}
-
-function compareKeys(a: number[], b: number[]): number {
-  const n = Math.max(a.length, b.length);
-  for (let i = 0; i < n; i++) {
-    const d = (a[i] ?? 0) - (b[i] ?? 0);
-    if (d !== 0) return d;
-  }
-  return 0;
-}
-
-/* ──────────────────────────────────────────────────────────────────────── */
-/*  Build                                                                    */
-/* ──────────────────────────────────────────────────────────────────────── */
-
-interface ShapedDoc extends DocEntry {
-  navLabel: string;
-  sidebarPosition: number;
-  orderKey: number[];
-  sectionLabel: string;
-}
-
-/** Turn raw docs + category metadata into the full portal docs manifest. */
-export function buildManifest(
-  rawDocs: RawDoc[],
-  categories: CategoryMap,
-  opts: BuildOptions,
-): DocsManifest {
-  const rawBase = `https://raw.githubusercontent.com/${opts.repo}/${opts.ref}`;
-  const editBase = `https://github.com/${opts.repo}/blob/${opts.ref}`;
-
-  // First pass: assign stable ids so links between docs can resolve. Keys are
-  // lowercased (case-insensitive link matching); both with and without ext.
-  const pathToId = new Map<string, string>();
-  for (const doc of rawDocs) {
-    const id = docIdForPath(doc.relPath);
-    const lower = doc.relPath.toLowerCase();
-    pathToId.set(lower, id);
-    pathToId.set(lower.replace(/\.mdx?$/i, ""), id);
-  }
-
-  const shaped: ShapedDoc[] = rawDocs.map((doc) => {
-    const dir = dirOf(doc.relPath);
-    const { data, body } = parseFrontmatter(doc.content);
-    const title =
-      (typeof data.title === "string" && data.title) ||
-      firstHeading(body) ||
-      humanize(doc.relPath.split("/").pop() ?? doc.relPath);
-    const navLabel =
-      (typeof data.sidebar_label === "string" && data.sidebar_label) || title;
-    const description =
-      typeof data.description === "string" ? data.description : undefined;
-
-    const ctx: LinkContext = {
-      dir,
-      pathToId,
-      rawBase,
-      siteBaseUrl: opts.siteBaseUrl.replace(/\/$/, ""),
-    };
-    let markdown = body;
-    markdown = stripMdxImports(markdown);
-    markdown = convertAdmonitions(markdown);
-    markdown = stripJsxTags(markdown);
-    markdown = rewriteReferences(markdown, ctx, opts.root);
-    markdown = stripRedundantH1(markdown, title);
-    markdown = demoteHeadings(markdown).trim();
-
-    const sectionId = dir === "" ? ROOT_SECTION_ID : docIdForPath(dir);
-    const sectionLabel =
-      dir === ""
-        ? "Overview"
-        : (categories[dir]?.label ?? humanize(dir.split("/").pop() ?? dir));
-
-    return {
-      id: docIdForPath(doc.relPath),
-      title,
-      navLabel,
-      description,
-      section: sectionId,
-      markdown,
-      sourcePath: `${opts.root}/${doc.relPath}`,
-      editUrl: `${editBase}/${opts.root}/${doc.relPath}`,
-      sidebarPosition:
-        typeof data.sidebar_position === "number" ? data.sidebar_position : 999,
-      orderKey: sectionOrderKey(dir, categories),
-      sectionLabel,
-    };
-  });
-
-  // Group into sections and order everything deterministically.
-  const bySection = new Map<string, ShapedDoc[]>();
-  for (const doc of shaped) {
-    const list = bySection.get(doc.section) ?? [];
-    list.push(doc);
-    bySection.set(doc.section, list);
-  }
-
-  const nav: DocsNavSection[] = [...bySection.entries()]
-    .map(([id, docs]) => {
-      const first = docs[0];
-      const items = [...docs]
-        .sort(
-          (a, b) =>
-            a.sidebarPosition - b.sidebarPosition ||
-            a.navLabel.localeCompare(b.navLabel),
-        )
-        .map<DocsNavItem>((d) => ({ id: d.id, label: d.navLabel }));
-      return {
-        id,
-        label: first.sectionLabel,
-        icon: sectionIcon(first.sectionLabel),
-        items,
-        _key: first.orderKey,
-      };
-    })
-    .sort(
-      (a, b) => compareKeys(a._key, b._key) || a.label.localeCompare(b.label),
-    )
-    .map(({ _key, ...section }) => section);
-
-  const docs: Record<string, DocEntry> = {};
-  for (const d of shaped) {
-    docs[d.id] = {
-      id: d.id,
-      title: d.title,
-      description: d.description,
-      section: d.section,
-      markdown: d.markdown,
-      sourcePath: d.sourcePath,
-      editUrl: d.editUrl,
-    };
-  }
-
-  return {
-    source: { repo: opts.repo, ref: opts.ref, root: opts.root },
-    nav,
-    docs,
-  };
-}

frontend/editor/src/portal/docs/search.test.ts

@@ -1,100 +0,0 @@
-import { describe, expect, it } from "vitest";
-import {
-  buildSnippet,
-  highlight,
-  searchDocs,
-  toPlainText,
-  type SearchDoc,
-} from "@portal/docs/search";
-
-const DOCS: SearchDoc[] = [
-  {
-    id: "ocr",
-    title: "OCR Guide",
-    sectionLabel: "Configuration",
-    text: "Stirling PDF uses Tesseract for its text recognition and language packs.",
-  },
-  {
-    id: "docker",
-    title: "Docker Install",
-    sectionLabel: "Installation",
-    text: "Run Stirling with docker compose up to start the container.",
-  },
-  {
-    id: "ranky",
-    title: "Something else",
-    sectionLabel: "Misc",
-    text: "docker docker docker appears many times in the body here.",
-  },
-];
-
-describe("toPlainText", () => {
-  it("strips headings, links, inline code, and code fences", () => {
-    const md =
-      "# Title\n\nSee [the guide](doc:x) and run `npm i`.\n\n```bash\nnpm run build\n```";
-    const out = toPlainText(md);
-    expect(out).toContain("Title");
-    expect(out).toContain("the guide");
-    expect(out).toContain("npm i");
-    expect(out).toContain("npm run build"); // code text kept, fences dropped
-    expect(out).not.toContain("#");
-    expect(out).not.toContain("```");
-    expect(out).not.toContain("](");
-  });
-});
-
-describe("highlight", () => {
-  it("splits text into hit/non-hit segments", () => {
-    expect(highlight("Hello world", ["world"])).toEqual([
-      { text: "Hello ", hit: false },
-      { text: "world", hit: true },
-    ]);
-  });
-
-  it("is safe against regex metacharacters in terms", () => {
-    expect(() => highlight("a (b) c", ["("])).not.toThrow();
-  });
-});
-
-describe("buildSnippet", () => {
-  it("windows around the first match and marks it", () => {
-    const text =
-      "lorem ipsum ".repeat(20) + "the TARGET keyword " + "dolor ".repeat(20);
-    const segs = buildSnippet(text, ["target"]);
-    expect(segs.some((s) => s.hit && /target/i.test(s.text))).toBe(true);
-    // Windowed, so it should be far shorter than the full text.
-    expect(segs.map((s) => s.text).join("").length).toBeLessThan(text.length);
-  });
-});
-
-describe("searchDocs", () => {
-  it("returns nothing for an empty query", () => {
-    expect(searchDocs(DOCS, "   ")).toEqual([]);
-  });
-
-  it("matches body content, not just titles (with a snippet)", () => {
-    const res = searchDocs(DOCS, "tesseract");
-    expect(res.map((r) => r.id)).toEqual(["ocr"]);
-    expect(res[0].snippet.some((s) => s.hit && /tesseract/i.test(s.text))).toBe(
-      true,
-    );
-  });
-
-  it("ranks title matches above body matches", () => {
-    const res = searchDocs(DOCS, "docker");
-    // "Docker Install" (title hit) outranks "Something else" (body-only hits).
-    expect(res[0].id).toBe("docker");
-    expect(res.map((r) => r.id)).toContain("ranky");
-  });
-
-  it("requires every term to match (AND)", () => {
-    expect(searchDocs(DOCS, "docker compose").map((r) => r.id)).toEqual([
-      "docker",
-    ]);
-    expect(searchDocs(DOCS, "docker tesseract")).toEqual([]);
-  });
-
-  it("does not throw on regex-special-character queries", () => {
-    expect(() => searchDocs(DOCS, "a(b")).not.toThrow();
-  });
-});

frontend/editor/src/portal/docs/search.ts

@@ -1,153 +0,0 @@
-/**
- * Full-text search over the docs manifest. Pure + dependency-free so it's unit
- * testable. Indexes each doc's title + plaintext body; ranks title matches above
- * body matches; returns highlighted title + a content snippet per hit.
- */
-
-export interface SearchDoc {
-  id: string;
-  title: string;
-  sectionLabel: string;
-  /** Plaintext body (markdown stripped), original case. */
-  text: string;
-}
-
-/** A run of result text, flagged when it matches a query term (for <mark>). */
-export interface Segment {
-  text: string;
-  hit: boolean;
-}
-
-export interface SearchResult {
-  id: string;
-  title: string;
-  sectionLabel: string;
-  titleSegments: Segment[];
-  snippet: Segment[];
-  score: number;
-}
-
-/** Strip markdown/MDX down to readable plaintext for indexing + snippets. */
-export function toPlainText(md: string): string {
-  return md
-    .replace(/^(```|~~~).*$/gm, " ") // fence delimiters (keep the code text)
-    .replace(/`([^`]+)`/g, "$1") // inline code
-    .replace(/!\[[^\]]*\]\([^)]*\)/g, " ") // images
-    .replace(/\[([^\]]+)\]\([^)]*\)/g, "$1") // links → their text
-    .replace(/^\s{0,3}>\s?/gm, "") // blockquotes
-    .replace(/^\s{0,3}#{1,6}\s+/gm, "") // headings
-    .replace(/^\s*[-*+]\s+/gm, "") // list bullets
-    .replace(/[*_~]/g, "") // emphasis marks
-    .replace(/\|/g, " ") // table pipes
-    .replace(/\s+/g, " ") // collapse whitespace
-    .trim();
-}
-
-function escapeRegExp(s: string): string {
-  return s.replace(/[.*+?^${}()|[\]\\]/g, "\\$&");
-}
-
-function countOccurrences(haystack: string, needle: string): number {
-  let count = 0;
-  let i = haystack.indexOf(needle);
-  while (i !== -1) {
-    count++;
-    i = haystack.indexOf(needle, i + needle.length);
-  }
-  return count;
-}
-
-/** Split `text` into segments, flagging any run that matches a query term. */
-export function highlight(text: string, terms: string[]): Segment[] {
-  const cleaned = terms.map(escapeRegExp).filter(Boolean);
-  if (!cleaned.length) return [{ text, hit: false }];
-  const re = new RegExp(`(${cleaned.join("|")})`, "gi");
-  const segments: Segment[] = [];
-  let last = 0;
-  let m: RegExpExecArray | null;
-  while ((m = re.exec(text)) !== null) {
-    if (m.index > last) {
-      segments.push({ text: text.slice(last, m.index), hit: false });
-    }
-    segments.push({ text: m[0], hit: true });
-    last = m.index + m[0].length;
-    if (m.index === re.lastIndex) re.lastIndex++; // guard against zero-width
-  }
-  if (last < text.length) segments.push({ text: text.slice(last), hit: false });
-  return segments.length ? segments : [{ text, hit: false }];
-}
-
-/** Build a ~context-window snippet around the earliest term match. */
-export function buildSnippet(
-  text: string,
-  terms: string[],
-  radius = 90,
-): Segment[] {
-  const lower = text.toLowerCase();
-  let pos = -1;
-  for (const term of terms) {
-    const i = lower.indexOf(term);
-    if (i !== -1 && (pos === -1 || i < pos)) pos = i;
-  }
-  if (pos === -1) {
-    const head = text.slice(0, radius * 2);
-    return highlight(head + (text.length > head.length ? "…" : ""), terms);
-  }
-  let start = Math.max(0, pos - radius);
-  let end = Math.min(text.length, pos + radius);
-  // Snap to word boundaries so we don't slice mid-word.
-  if (start > 0) {
-    const space = text.indexOf(" ", start);
-    if (space !== -1 && space < pos) start = space + 1;
-  }
-  if (end < text.length) {
-    const space = text.lastIndexOf(" ", end);
-    if (space > pos) end = space;
-  }
-  let snippet = text.slice(start, end).trim();
-  if (start > 0) snippet = "…" + snippet;
-  if (end < text.length) snippet = snippet + "…";
-  return highlight(snippet, terms);
-}
-
-/**
- * Rank docs against a query. A doc matches when every term appears in its title
- * or body; title hits score highest.
- */
-export function searchDocs(
-  docs: SearchDoc[],
-  query: string,
-  limit = 40,
-): SearchResult[] {
-  const terms = query.trim().toLowerCase().split(/\s+/).filter(Boolean);
-  if (!terms.length) return [];
-
-  const results: SearchResult[] = [];
-  for (const doc of docs) {
-    const titleLower = doc.title.toLowerCase();
-    const textLower = doc.text.toLowerCase();
-    const matchesAll = terms.every(
-      (term) => titleLower.includes(term) || textLower.includes(term),
-    );
-    if (!matchesAll) continue;
-
-    let score = 0;
-    for (const term of terms) {
-      if (titleLower.includes(term)) score += 10;
-      if (titleLower.startsWith(term)) score += 5;
-      score += Math.min(countOccurrences(textLower, term), 5);
-    }
-
-    results.push({
-      id: doc.id,
-      title: doc.title,
-      sectionLabel: doc.sectionLabel,
-      titleSegments: highlight(doc.title, terms),
-      snippet: buildSnippet(doc.text, terms),
-      score,
-    });
-  }
-
-  results.sort((a, b) => b.score - a.score || a.title.localeCompare(b.title));
-  return results.slice(0, limit);
-}

frontend/editor/src/portal/mocks/procurement.ts

@@ -51,7 +51,7 @@ const ENTERPRISE_DEAL: Deal = {
 const ENTERPRISE_LEDGER: LedgerGroup[] = [
   {
     stage: "trial",
-    label: "portal.procurement.journeySteps.trial.label",
+    label: "Trial",
     docs: [
       {
         id: "doc-trial-quickstart",
@@ -71,7 +71,7 @@ const ENTERPRISE_LEDGER: LedgerGroup[] = [
   },
   {
     stage: "quote",
-    label: "portal.procurement.journeySteps.quote.label",
+    label: "Quote",
     docs: [
       {
         id: "doc-quote-formal",
@@ -84,7 +84,7 @@ const ENTERPRISE_LEDGER: LedgerGroup[] = [
   },
   {
     stage: "security",
-    label: "portal.procurement.journeySteps.agreement.label",
+    label: "Agreement",
     docs: [
       {
         id: "doc-agreement-enterprise",
@@ -97,7 +97,7 @@ const ENTERPRISE_LEDGER: LedgerGroup[] = [
   },
   {
     stage: "procurement",
-    label: "portal.procurement.journeySteps.payment.label",
+    label: "Payment",
     docs: [
       {
         id: "doc-pay-online",
@@ -124,7 +124,7 @@ const ENTERPRISE_LEDGER: LedgerGroup[] = [
   },
   {
     stage: "active",
-    label: "portal.procurement.journeySteps.implementation.label",
+    label: "Implementation",
     docs: [
       {
         id: "doc-active-playbook",

frontend/editor/src/portal/views/DeveloperDocs.css

@@ -1,254 +1,73 @@
-/* Full-height docs surface: the sidebar and reading pane each scroll on their
-   own inside the portal shell's scroll container, so a 70+ item nav no longer
-   drags the whole page around. */
 .portal-docs {
   display: grid;
-  grid-template-columns: 16rem minmax(0, 1fr);
-  height: 100%;
-  min-height: 0;
-  overflow: hidden;
+  grid-template-columns: 15rem minmax(0, 1fr);
+  gap: 2rem;
+  padding: 1.5rem;
+  max-width: 84rem;
+  margin: 0 auto;
+  align-items: start;
 }
 
-/* With an "On this page" TOC, add a right-hand column. */
-.portal-docs--with-toc {
-  grid-template-columns: 16rem minmax(0, 1fr) 15rem;
-}
-
-/* Not enough room for three columns → drop the TOC. */
-@media (max-width: 72rem) {
-  .portal-docs--with-toc {
-    grid-template-columns: 16rem minmax(0, 1fr);
-  }
-  .portal-docs__toc-col {
-    display: none;
+@media (max-width: 60rem) {
+  .portal-docs {
+    grid-template-columns: 1fr;
+    gap: 1.25rem;
   }
 }
 
-.portal-docs--empty {
-  display: block;
-  padding: 3rem 1.5rem;
-}
-
-/* ── Left nav (own scroll column) ──────────────────────────────────────── */
+/* ── Left nav ──────────────────────────────────────────────────────────── */
 
 .portal-docs__sidebar {
-  min-height: 0;
-  height: 100%;
-  overflow-y: auto;
-  border-right: 1px solid var(--color-border-light);
-  padding: 1.25rem 0;
+  position: sticky;
+  top: 1.5rem;
+  align-self: start;
+}
+
+@media (max-width: 60rem) {
+  .portal-docs__sidebar {
+    position: static;
+  }
 }
 
 .portal-docs__nav {
   display: flex;
   flex-direction: column;
-  gap: 0.25rem;
-}
-
-/* Search */
-.portal-docs__search {
-  margin-bottom: 0.75rem;
-  padding: 0 0.75rem;
-}
-
-.portal-docs__search-box {
-  position: relative;
-}
-
-.portal-docs__search-icon {
-  position: absolute;
-  left: 0.625rem;
-  top: 50%;
-  transform: translateY(-50%);
-  font-size: 0.9375rem;
-  color: var(--color-text-4);
-  pointer-events: none;
-}
-
-.portal-docs__search-input {
-  width: 100%;
-  padding: 0.4rem 0.6rem 0.4rem 1.9rem;
-  font-size: 0.8125rem;
-  color: var(--color-text-1);
-  background: var(--color-bg-subtle);
-  border: 1px solid var(--color-border-light);
-  border-radius: var(--radius-md);
-  outline: none;
-}
-
-.portal-docs__search-input:focus {
-  border-color: var(--color-blue);
-}
-
-.portal-docs__nav-empty {
-  font-size: 0.8125rem;
-  color: var(--color-text-4);
-  padding: 0.5rem 0.75rem;
-  margin: 0;
-}
-
-/* ── Search results ────────────────────────────────────────────────────── */
-
-.portal-docs__results {
-  margin-top: 0.5rem;
-}
-
-.portal-docs__results-count {
-  font-size: 0.6875rem;
-  font-weight: 500;
-  color: var(--color-text-4);
-  padding: 0 0.75rem 0.5rem;
-}
-
-.portal-docs__results-list {
-  list-style: none;
-  margin: 0;
-  padding: 0;
-  display: flex;
-  flex-direction: column;
-}
-
-/* Hairline divider between results for clear, calm separation. */
-.portal-docs__results-list li + li {
-  border-top: 1px solid var(--color-border-light);
-}
-
-.portal-docs__result {
-  height: auto;
-  padding: 0.5rem 0.75rem;
-  border-radius: 0;
-}
-
-.portal-docs__result:hover,
-.portal-docs__result.is-active {
-  background: var(--color-bg-hover);
-}
-
-.portal-docs__result-body {
-  display: flex;
-  flex-direction: column;
-  gap: 0.125rem;
-  width: 100%;
-  min-width: 0;
-  text-align: left;
-  white-space: normal;
-}
-
-/* Title + section share one line; the title truncates before the section. */
-.portal-docs__result-head {
-  display: flex;
-  align-items: baseline;
-  gap: 0.4rem;
-  min-width: 0;
-}
-
-.portal-docs__result-title {
-  font-size: 0.8125rem;
-  font-weight: 600;
-  color: var(--color-text-1);
-  line-height: 1.3;
-  min-width: 0;
-  overflow: hidden;
-  white-space: nowrap;
-  text-overflow: ellipsis;
-}
-
-.portal-docs__result-section {
-  flex-shrink: 0;
-  font-size: 0.6875rem;
-  color: var(--color-text-4);
-}
-
-.portal-docs__result-snippet {
-  font-size: 0.75rem;
-  line-height: 1.4;
-  color: var(--color-text-4);
-  display: -webkit-box;
-  -webkit-line-clamp: 1;
-  -webkit-box-orient: vertical;
-  overflow: hidden;
-}
-
-/* Subtle match emphasis — coloured text, not a filled block. */
-.portal-docs__hl {
-  color: var(--color-blue);
-  font-weight: 600;
-  background: none;
+  gap: 1.25rem;
 }
 
 .portal-docs__nav-group {
   display: flex;
   flex-direction: column;
-  gap: 0.0625rem;
+  gap: 0.375rem;
 }
 
-/* Section label: shared typography for the static Overview label and the
-   collapsible accordion headers below. */
 .portal-docs__nav-head {
-  padding: 0.4rem 0.75rem 0.2rem;
+  display: flex;
+  align-items: center;
+  gap: 0.5rem;
   font-size: 0.6875rem;
   font-weight: 700;
   letter-spacing: 0.06em;
   text-transform: uppercase;
   color: var(--color-text-4);
+  padding: 0 0.5rem;
 }
 
-/* Collapsible section header (Overview stays a static label). */
-.portal-docs__nav-head--button:hover {
-  background: var(--color-bg-hover);
-  color: var(--color-text-2);
-}
-
-.portal-docs__nav-head-main {
-  display: flex;
+.portal-docs__nav-icon {
+  display: inline-flex;
   align-items: center;
-  gap: 0.4rem;
-  min-width: 0;
-}
-
-.portal-docs__nav-headlabel {
-  overflow: hidden;
-  text-overflow: ellipsis;
-  white-space: nowrap;
-}
-
-.portal-docs__nav-chevron {
-  font-size: 0.625rem;
-  color: var(--color-text-4);
-  transition: transform var(--motion-fast);
-}
-
-.portal-docs__nav-chevron.is-open {
-  transform: rotate(90deg);
-}
-
-.portal-docs__nav-count {
-  font-size: 0.625rem;
-  font-weight: 600;
-  color: var(--color-text-4);
+  justify-content: center;
+  width: 1.125rem;
+  height: 1.125rem;
+  font-size: 0.6875rem;
+  border-radius: var(--radius-sm);
   background: var(--color-bg-subtle);
-  border-radius: var(--radius-pill);
-  padding: 0.05rem 0.4rem;
-}
-
-/* Space consecutive sections apart (not before the first). */
-.portal-docs__nav-group + .portal-docs__nav-group {
-  margin-top: 0.4rem;
-}
-
-/* Nested sub-sections: indented under their parent with a guide line. */
-.portal-docs__nav-children {
-  margin: 0.125rem 0 0.25rem 0.85rem;
-  padding-left: 0.4rem;
-  border-left: 1px solid var(--color-border-light);
-  display: flex;
-  flex-direction: column;
-  gap: 0.0625rem;
+  color: var(--color-text-3);
 }
 
 .portal-docs__nav-list {
   list-style: none;
-  margin: 0 0 0.375rem;
+  margin: 0;
   padding: 0;
   display: flex;
   flex-direction: column;
@@ -261,10 +80,10 @@
   justify-content: space-between;
   gap: 0.5rem;
   width: 100%;
-  padding: 0.35rem 0.75rem;
+  padding: 0.375rem 0.5rem;
   border: none;
   background: transparent;
-  border-radius: 0;
+  border-radius: var(--radius-md);
   font-size: 0.8125rem;
   color: var(--color-text-3);
   cursor: pointer;
@@ -291,129 +110,10 @@
   white-space: nowrap;
 }
 
-/* Mobile-only nav toggle (a drawer button); hidden on desktop. */
-.portal-docs__nav-toggle {
-  display: none;
-}
-
-/* ── Reading pane (own scroll column) ──────────────────────────────────── */
+/* ── Content shell ─────────────────────────────────────────────────────── */
 
 .portal-docs__content {
   min-width: 0;
-  min-height: 0;
-  height: 100%;
-  overflow-y: auto;
-  padding: 1.5rem 2rem 4rem;
-}
-
-.portal-docs__content-inner {
-  max-width: 46rem;
-  margin: 0 auto;
-}
-
-/* ── On this page (right rail) ─────────────────────────────────────────── */
-
-.portal-docs__toc-col {
-  min-height: 0;
-  height: 100%;
-  overflow-y: auto;
-  border-left: 1px solid var(--color-border-light);
-  padding: 1.5rem 0.75rem;
-}
-
-.portal-docs__toc {
-  position: sticky;
-  top: 0;
-}
-
-.portal-docs__toc-title {
-  font-size: 0.6875rem;
-  font-weight: 700;
-  letter-spacing: 0.06em;
-  text-transform: uppercase;
-  color: var(--color-text-4);
-  padding: 0 0.5rem 0.5rem;
-}
-
-.portal-docs__toc-list {
-  list-style: none;
-  margin: 0;
-  padding: 0;
-  display: flex;
-  flex-direction: column;
-  gap: 0.0625rem;
-}
-
-.portal-docs__toc-link {
-  display: block;
-  padding: 0.25rem 0.5rem;
-  border-left: 2px solid transparent;
-  font-size: 0.8125rem;
-  line-height: 1.35;
-  color: var(--color-text-3);
-  text-decoration: none;
-  transition: color var(--motion-fast);
-}
-
-.portal-docs__toc-link.is-sub {
-  padding-left: 1.25rem;
-  font-size: 0.75rem;
-}
-
-.portal-docs__toc-link:hover {
-  color: var(--color-text-1);
-}
-
-.portal-docs__toc-link.is-active {
-  color: var(--color-blue);
-  border-left-color: var(--color-blue);
-  font-weight: 600;
-}
-
-/* Scroll-to-heading lands just below the pane top, not flush against it. */
-.portal-docs__md h2,
-.portal-docs__md h3 {
-  scroll-margin-top: 1rem;
-}
-
-/* ── Small screens: nav collapses into a drawer above the content ──────── */
-
-@media (max-width: 60rem) {
-  .portal-docs {
-    grid-template-columns: 1fr;
-    grid-template-rows: auto auto minmax(0, 1fr);
-  }
-
-  .portal-docs__nav-toggle {
-    display: flex;
-    align-items: center;
-    gap: 0.5rem;
-    margin: 0.75rem 1rem 0;
-    padding: 0.5rem 0.75rem;
-    font-size: 0.8125rem;
-    font-weight: 600;
-    color: var(--color-text-1);
-    background: var(--color-bg-subtle);
-    border: 1px solid var(--color-border-light);
-    border-radius: var(--radius-md);
-    cursor: pointer;
-  }
-
-  .portal-docs__sidebar {
-    display: none;
-    height: auto;
-    max-height: 60vh;
-    border-right: none;
-    border-bottom: 1px solid var(--color-border-light);
-  }
-
-  .portal-docs__sidebar.is-open {
-    display: block;
-  }
-
-  .portal-docs__content {
-    padding: 1.25rem 1.25rem 3rem;
-  }
 }
 
 .portal-docs__section {
@@ -823,160 +523,3 @@
   font-size: 0.75rem;
   color: var(--color-text-4);
 }
-
-/* ── Markdown content ──────────────────────────────────────────────────── */
-
-.portal-docs__md {
-  font-size: 0.9375rem;
-  line-height: 1.65;
-  color: var(--color-text-2);
-}
-
-.portal-docs__md h1,
-.portal-docs__md h2,
-.portal-docs__md h3,
-.portal-docs__md h4 {
-  color: var(--color-text-1);
-  font-weight: 650;
-  line-height: 1.25;
-  margin: 1.75rem 0 0.75rem;
-}
-
-.portal-docs__md h2 {
-  font-size: 1.3125rem;
-  padding-bottom: 0.3rem;
-  border-bottom: 1px solid var(--color-border-light);
-}
-
-.portal-docs__md h3 {
-  font-size: 1.0625rem;
-}
-
-.portal-docs__md h4 {
-  font-size: 0.9375rem;
-}
-
-.portal-docs__md > :first-child {
-  margin-top: 0;
-}
-
-.portal-docs__md p,
-.portal-docs__md ul,
-.portal-docs__md ol {
-  margin: 0 0 0.875rem;
-}
-
-.portal-docs__md li {
-  margin: 0.25rem 0;
-}
-
-.portal-docs__md a {
-  color: var(--color-blue);
-  text-decoration: none;
-}
-
-.portal-docs__md a:hover {
-  text-decoration: underline;
-}
-
-.portal-docs__md code {
-  font-family: var(--font-mono, monospace);
-  font-size: 0.85em;
-  background: var(--color-bg-subtle);
-  padding: 0.1em 0.35em;
-  border-radius: var(--radius-sm);
-}
-
-.portal-docs__md blockquote {
-  margin: 0 0 0.875rem;
-  padding: 0.125rem 0.875rem;
-  border-left: 3px solid var(--color-blue);
-  background: var(--color-bg-subtle);
-  border-radius: 0 var(--radius-md) var(--radius-md) 0;
-  color: var(--color-text-3);
-}
-
-.portal-docs__md blockquote p {
-  margin: 0.5rem 0;
-}
-
-.portal-docs__md-img {
-  max-width: 100%;
-  height: auto;
-  border-radius: var(--radius-md);
-  border: 1px solid var(--color-border-light);
-}
-
-.portal-docs__md hr {
-  border: none;
-  border-top: 1px solid var(--color-border-light);
-  margin: 1.5rem 0;
-}
-
-.portal-docs__md-pre {
-  position: relative;
-  margin: 0 0 0.875rem;
-}
-
-.portal-docs__md-pre pre {
-  margin: 0;
-  padding: 0.875rem 4rem 0.875rem 0.875rem;
-  background: var(--color-bg-subtle);
-  border: 1px solid var(--color-border-light);
-  border-radius: var(--radius-md);
-  overflow-x: auto;
-  font-size: 0.8125rem;
-  line-height: 1.5;
-}
-
-.portal-docs__md-pre pre code {
-  background: none;
-  padding: 0;
-  font-size: inherit;
-}
-
-.portal-docs__md-copy {
-  position: absolute;
-  top: 0.5rem;
-  right: 0.5rem;
-}
-
-.portal-docs__md-tablewrap {
-  overflow-x: auto;
-  margin: 0 0 0.875rem;
-}
-
-.portal-docs__md-tablewrap table {
-  border-collapse: collapse;
-  width: 100%;
-  font-size: 0.8125rem;
-}
-
-.portal-docs__md-tablewrap th,
-.portal-docs__md-tablewrap td {
-  border: 1px solid var(--color-border-light);
-  padding: 0.4rem 0.625rem;
-  text-align: left;
-}
-
-.portal-docs__md-tablewrap th {
-  background: var(--color-bg-subtle);
-  font-weight: 600;
-}
-
-.portal-docs__source {
-  margin-top: 2rem;
-  padding-top: 1rem;
-  border-top: 1px solid var(--color-border-light);
-  font-size: 0.8125rem;
-}
-
-.portal-docs__source a {
-  color: var(--color-text-3);
-  text-decoration: none;
-}
-
-.portal-docs__source a:hover {
-  color: var(--color-blue);
-  text-decoration: underline;
-}

frontend/editor/src/portal/views/DeveloperDocs.stories.tsx

@@ -1,24 +0,0 @@
-import type { Meta, StoryObj } from "@storybook/react-vite";
-import { DeveloperDocs } from "@portal/views/DeveloperDocs";
-
-// Renders the real docs manifest (generated by scripts/sync-portal-docs.mts), so
-// this story is a live view of the auto-built Documentation browser. The view
-// fills its container's height (independent sidebar/content scroll), so the
-// decorator gives it a viewport-height frame.
-const meta: Meta<typeof DeveloperDocs> = {
-  title: "Portal/DeveloperDocs/View",
-  component: DeveloperDocs,
-  parameters: { layout: "fullscreen" },
-  decorators: [
-    (Story) => (
-      <div style={{ height: "100vh" }}>
-        <Story />
-      </div>
-    ),
-  ],
-};
-export default meta;
-
-type Story = StoryObj<typeof DeveloperDocs>;
-
-export const Default: Story = {};

frontend/editor/src/portal/views/DeveloperDocs.test.tsx

@@ -1,80 +0,0 @@
-import { describe, expect, it, vi } from "vitest";
-import { fireEvent, render, screen, waitFor } from "@testing-library/react";
-import { MantineProvider } from "@mantine/core";
-import { MemoryRouter } from "react-router-dom";
-import type { ReactElement } from "react";
-
-// Deterministic labels; the view + DocsNav + MarkdownDoc all use useTranslation.
-vi.mock("react-i18next", () => ({
-  useTranslation: () => ({
-    // 2nd arg may be a default string or i18next interpolation options ({count}).
-    t: (key: string, opts?: unknown) => (typeof opts === "string" ? opts : key),
-    i18n: { changeLanguage: vi.fn() },
-  }),
-}));
-
-import { DeveloperDocs } from "@portal/views/DeveloperDocs";
-
-const renderDocs = (ui: ReactElement) =>
-  render(
-    <MemoryRouter initialEntries={["/processor/docs"]}>
-      <MantineProvider>{ui}</MantineProvider>
-    </MemoryRouter>,
-  );
-
-describe("DeveloperDocs — markdown browser over the generated manifest", () => {
-  it("keeps Overview static (open, no toggle) and other sections collapsed", () => {
-    renderDocs(<DeveloperDocs />);
-    expect(screen.getByRole("searchbox")).toBeInTheDocument();
-    // Overview is static: its items show, and it has no toggle button.
-    expect(
-      screen.getByRole("button", { name: "Production Deployment Guide" }),
-    ).toBeInTheDocument();
-    expect(
-      screen.queryByRole("button", { name: /^Overview/i }),
-    ).not.toBeInTheDocument();
-    // Other sections collapse, so their items are hidden until expanded.
-    expect(
-      screen.queryByRole("button", { name: "Kubernetes Guide" }),
-    ).not.toBeInTheDocument();
-    expect(
-      screen.getByText(/locally hosted web application/i),
-    ).toBeInTheDocument();
-  });
-
-  it("expands a collapsible section when its header is clicked", () => {
-    renderDocs(<DeveloperDocs />);
-    fireEvent.click(screen.getByRole("button", { name: /Installation/i }));
-    expect(
-      screen.getByRole("button", { name: "Kubernetes Guide" }),
-    ).toBeInTheDocument();
-  });
-
-  it("searches doc content (not just titles), shows a snippet, and navigates", async () => {
-    renderDocs(<DeveloperDocs />);
-    // "Tesseract" appears in the OCR doc body but in no doc title — a result
-    // whose snippet contains it proves full-text (content) search.
-    fireEvent.change(screen.getByRole("searchbox"), {
-      target: { value: "Tesseract" },
-    });
-    const hits = await screen.findAllByRole("button", { name: /Tesseract/i });
-    expect(hits.length).toBeGreaterThan(0);
-    fireEvent.click(hits[0]);
-    await waitFor(() =>
-      expect(
-        screen.queryByText(/locally hosted web application/i),
-      ).not.toBeInTheDocument(),
-    );
-  });
-
-  it("follows an internal doc: link inside the rendered markdown", async () => {
-    renderDocs(<DeveloperDocs />);
-    // The Getting Started body links to the Migration guide via the doc: scheme.
-    fireEvent.click(screen.getByRole("link", { name: /Migration Guide/i }));
-    await waitFor(() =>
-      expect(
-        screen.queryByText(/locally hosted web application/i),
-      ).not.toBeInTheDocument(),
-    );
-  });
-});

frontend/editor/src/portal/views/DeveloperDocs.tsx

@@ -1,140 +1,97 @@
-import { useCallback, useEffect, useMemo, useRef, useState } from "react";
+import { useState } from "react";
 import { useTranslation } from "react-i18next";
-import { useLocation, useNavigate } from "react-router-dom";
-import { Button, EmptyState } from "@app/ui";
-import { DocsNav } from "@portal/components/docs/DocsNav";
-import { DocsSearch } from "@portal/components/docs/DocsSearch";
-import { DocsSection } from "@portal/components/docs/DocsSection";
-import { DocsToc } from "@portal/components/docs/DocsToc";
-import { MarkdownDoc } from "@portal/components/docs/MarkdownDoc";
-import { extractHeadings } from "@portal/docs/headings";
+import { EmptyState } from "@app/ui";
+import { useTier } from "@portal/contexts/TierContext";
+import { useAsync, useSectionFlags } from "@portal/hooks/useAsync";
 import {
-  allDocs,
-  firstDocId,
-  loadDoc,
-  loadDocsNav,
-} from "@portal/docs/manifest/registry";
-import { searchDocs, toPlainText, type SearchDoc } from "@portal/docs/search";
+  fetchDocsContent,
+  fetchDocsNav,
+  type DocsContent,
+  type DocsNavSection,
+} from "@portal/api/docs";
+import { DocsNav, DocsNavSkeleton } from "@portal/components/docs/DocsNav";
+import { GettingStartedSection } from "@portal/components/docs/GettingStartedSection";
+import { AuthenticationSection } from "@portal/components/docs/AuthenticationSection";
+import { RateLimitsSection } from "@portal/components/docs/RateLimitsSection";
+import { EndpointReferenceSection } from "@portal/components/docs/EndpointReferenceSection";
+import { ErrorsSection } from "@portal/components/docs/ErrorsSection";
+import { WebhooksSection } from "@portal/components/docs/WebhooksSection";
+import { SdksSection } from "@portal/components/docs/SdksSection";
+import { ComponentsSection } from "@portal/components/docs/ComponentsSection";
+import { PlaybooksSection } from "@portal/components/docs/PlaybooksSection";
+import { SkillsSection } from "@portal/components/docs/SkillsSection";
 import "@portal/views/DeveloperDocs.css";
 
-/**
- * Developer Docs — a markdown browser over the docs manifest generated from the
- * Stirling docs repo (see scripts/sync-portal-docs.mts). The nav is auto-sorted
- * from the repo's folders + frontmatter; content is the repo markdown, and the
- * search box does full-text search across every doc.
- */
+/** Renders the content pane for the active nav leaf against fetched content. */
+function DocsContentPane({
+  active,
+  content,
+}: {
+  active: string;
+  content: DocsContent;
+}) {
+  switch (active) {
+    case "authentication":
+      return <AuthenticationSection />;
+    case "rate-limits":
+      return <RateLimitsSection rateLimit={content.rateLimit} />;
+    case "endpoints":
+      return <EndpointReferenceSection />;
+    case "errors":
+      return <ErrorsSection errors={content.errors} />;
+    case "webhooks":
+      return <WebhooksSection />;
+    case "sdk-overview":
+      return <SdksSection sdks={content.sdks} />;
+    case "component-library":
+      return <ComponentsSection components={content.components} />;
+    case "recipes":
+      return <PlaybooksSection playbooks={content.playbooks} />;
+    case "skill-catalog":
+      return <SkillsSection skills={content.skills} />;
+    default:
+      return (
+        <GettingStartedSection
+          samples={content.quickstartSamples}
+          response={content.quickstartResponse}
+        />
+      );
+  }
+}
+
 export function DeveloperDocs() {
   const { t } = useTranslation();
-  const { hash } = useLocation();
-  const navigate = useNavigate();
-  const contentRef = useRef<HTMLElement>(null);
-  const [navOpen, setNavOpen] = useState(false);
-  const [query, setQuery] = useState("");
+  const { tier } = useTier();
+  const [active, setActive] = useState("quickstart");
 
-  const nav = useMemo(() => loadDocsNav(), []);
-  const fallback = useMemo(() => firstDocId(), []);
+  const navState = useAsync<DocsNavSection[]>(() => fetchDocsNav(), []);
+  const { data: nav } = navState;
+  const { isLoading, isEmpty } = useSectionFlags(navState);
 
-  // Full-text index over every doc's plaintext body (built once).
-  const index = useMemo<SearchDoc[]>(() => {
-    const labels = new Map(nav.map((s) => [s.id, s.label]));
-    return allDocs().map((d) => ({
-      id: d.id,
-      title: d.title,
-      sectionLabel: labels.get(d.section) ?? "",
-      text: toPlainText(d.markdown),
-    }));
-  }, [nav]);
-  const results = useMemo(() => searchDocs(index, query), [index, query]);
-  const searching = query.trim().length > 0;
-
-  // Deep-link support: the active doc id lives in the URL hash.
-  const hashId = decodeURIComponent(hash.replace(/^#/, ""));
-  const activeId = hashId && loadDoc(hashId) ? hashId : fallback;
-  const doc = activeId ? loadDoc(activeId) : undefined;
-  const section = useMemo(
-    () => nav.find((s) => s.items.some((i) => i.id === activeId)),
-    [nav, activeId],
+  const { data: content } = useAsync<DocsContent>(
+    () => fetchDocsContent(tier),
+    [tier],
   );
-  // "On this page" headings for the current doc.
-  const headings = useMemo(
-    () => (doc ? extractHeadings(doc.markdown) : []),
-    [doc],
-  );
-
-  // Navigating closes the mobile drawer, clears the search, and resets the pane.
-  const onSelect = useCallback(
-    (id: string) => {
-      navigate({ hash: id });
-      setNavOpen(false);
-      setQuery("");
-    },
-    [navigate],
-  );
-
-  useEffect(() => {
-    contentRef.current?.scrollTo?.({ top: 0 });
-  }, [activeId]);
-
-  if (nav.length === 0 || !doc) {
-    return (
-      <div className="portal-docs portal-docs--empty">
-        <EmptyState
-          title={t("portal.docs.nav.empty.title")}
-          description={t("portal.docs.nav.empty.description")}
-        />
-      </div>
-    );
-  }
-
-  const hasToc = headings.length > 0;
 
   return (
-    <div className={"portal-docs" + (hasToc ? " portal-docs--with-toc" : "")}>
-      <Button
-        variant="tertiary"
-        className="portal-docs__nav-toggle"
-        aria-expanded={navOpen}
-        onClick={() => setNavOpen((open) => !open)}
-        leftSection={<span aria-hidden>☰</span>}
-      >
-        {t("portal.docs.browse")}
-      </Button>
-
-      <aside className={"portal-docs__sidebar" + (navOpen ? " is-open" : "")}>
-        <DocsSearch
-          query={query}
-          onQueryChange={setQuery}
-          results={results}
-          onSelect={onSelect}
-        />
-        {!searching && (
-          <DocsNav sections={nav} active={activeId ?? ""} onSelect={onSelect} />
+    <div className="portal-docs">
+      <aside className="portal-docs__sidebar">
+        {isLoading && <DocsNavSkeleton />}
+        {isEmpty && (
+          <EmptyState
+            size="compact"
+            title={t("portal.docs.nav.empty.title")}
+            description={t("portal.docs.nav.empty.description")}
+          />
+        )}
+        {nav && nav.length > 0 && (
+          <DocsNav sections={nav} active={active} onSelect={setActive} />
         )}
       </aside>
 
-      <main className="portal-docs__content" ref={contentRef}>
-        <div className="portal-docs__content-inner">
-          <DocsSection
-            id={doc.id}
-            eyebrow={section?.label ?? ""}
-            title={doc.title}
-            lead={doc.description}
-          >
-            <MarkdownDoc markdown={doc.markdown} onNavigate={onSelect} />
-            <div className="portal-docs__source">
-              <a href={doc.editUrl} target="_blank" rel="noopener noreferrer">
-                {t("portal.docs.viewSource")}
-              </a>
-            </div>
-          </DocsSection>
-        </div>
+      <main className="portal-docs__content">
+        {content && <DocsContentPane active={active} content={content} />}
       </main>
-
-      {hasToc && (
-        <aside className="portal-docs__toc-col">
-          <DocsToc headings={headings} scrollRef={contentRef} />
-        </aside>
-      )}
     </div>
   );
 }

frontend/editor/src/portal/views/Home.css

@@ -93,11 +93,8 @@
   width: 1.75rem;
   height: 1.75rem;
   border-radius: var(--radius-md);
-  flex-shrink: 0;
-}
-.portal-home__quick-icon svg {
-  width: 1.05rem;
-  height: 1.05rem;
+  font-size: 0.875rem;
+  font-weight: 600;
 }
 
 .portal-home__quick-text {
@@ -119,13 +116,9 @@
 }
 
 .portal-home__quick-arrow {
-  display: inline-flex;
+  font-size: 0.875rem;
   color: var(--color-text-5);
 }
-.portal-home__quick-arrow svg {
-  width: 1rem;
-  height: 1rem;
-}
 
 .portal-home__quick-row:hover .portal-home__quick-arrow {
   color: var(--color-blue);

frontend/editor/src/portal/views/Home.tsx

@@ -13,52 +13,31 @@ import "@portal/views/Home.css";
 /*  Quick actions card                                                       */
 /* ──────────────────────────────────────────────────────────────────────── */
 
-/** A stroke icon used inside the quick-action badge (replaces the old text
-    glyphs ⌃ ⇢ ⚙, which rendered off-style vs the portal's icon set). */
-function QuickIcon({ d }: { d: string }) {
-  return (
-    <svg
-      viewBox="0 0 24 24"
-      fill="none"
-      stroke="currentColor"
-      strokeWidth="1.7"
-      strokeLinecap="round"
-      strokeLinejoin="round"
-      aria-hidden
-    >
-      <path d={d} />
-    </svg>
-  );
-}
-
 /** Rows for the Quick Actions list. Each `view` navigates the portal. */
 const QUICK_ACTIONS: Array<{
   key: string;
-  iconD: string;
+  glyph: string;
   bg: string;
   fg: string;
   view: ViewId;
 }> = [
   {
     key: "buildPipeline",
-    iconD:
-      "M6 4a2 2 0 100 4 2 2 0 000-4zM18 16a2 2 0 100 4 2 2 0 000-4zM6 8v6a4 4 0 004 4h4",
+    glyph: "⌃",
     bg: "var(--color-purple-light)",
     fg: "var(--color-purple)",
     view: "pipelines",
   },
   {
     key: "connectSource",
-    iconD:
-      "M10 13a5 5 0 007 0l3-3a5 5 0 00-7-7l-1 1M14 11a5 5 0 00-7 0l-3 3a5 5 0 007 7l1-1",
+    glyph: "⇢",
     bg: "var(--color-green-light)",
     fg: "var(--color-green-dark)",
     view: "sources",
   },
   {
     key: "issueApiKey",
-    iconD:
-      "M2.6 17.4A2 2 0 002 18.8V21a1 1 0 001 1h3a1 1 0 001-1v-1a1 1 0 011-1h1a1 1 0 001-1v-1a1 1 0 011-1h.2a2 2 0 001.4-.6l.8-.8a6.5 6.5 0 10-4-4z M16.5 7.5 h.01",
+    glyph: "⚙",
     bg: "var(--color-amber-light)",
     fg: "var(--color-amber-dark)",
     view: "infrastructure",
@@ -96,21 +75,12 @@ function QuickActions() {
                 style={{ background: action.bg, color: action.fg }}
                 aria-hidden
               >
-                <QuickIcon d={action.iconD} />
+                {action.glyph}
               </span>
             }
             rightSection={
               <span className="portal-home__quick-arrow" aria-hidden>
-                <svg
-                  viewBox="0 0 24 24"
-                  fill="none"
-                  stroke="currentColor"
-                  strokeWidth="2"
-                  strokeLinecap="round"
-                  strokeLinejoin="round"
-                >
-                  <path d="M9 6l6 6-6 6" />
-                </svg>
+                →
               </span>
             }
           >