Run the multi-node regression suite nightly in build-enterprise

Merges the `hotfix/v2.14.2` branch into `main`.
on the hotfix branch:

### What this actually changes on `main`
- **Version bump 2.14.1 → 2.14.2** `build.gradle`, `tauri.conf.json`,
both AUR `PKGBUILD`s, and the two `serverExperienceSimulations.ts`
test-config files.
- **Fix Postgres user settings for some users** removes `@Lob` from
`User.java that broke settings for some Postgres users.
- **Release workflow: stop msiexec hang in Windows signature verify**

---------

Co-authored-by: Ludy <Ludy87@users.noreply.github.com>
Co-authored-by: James Brunton <jbrunton96@gmail.com>
Co-authored-by: ConnorYoh <40631091+ConnorYoh@users.noreply.github.com>
Co-authored-by: LFdev <146497073+LFd3v@users.noreply.github.com>
Co-authored-by: EthanHealy01 <80844253+EthanHealy01@users.noreply.github.com>

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

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

.github/workflows/build-enterprise.yml

@@ -308,3 +308,70 @@ jobs:
           name: playwright-report-enterprise-${{ github.run_id }}
           path: frontend/playwright-report/
           retention-days: 7
+
+  # Multi-node regression: builds + seeds the clustered stack (testing/compose/docker-compose-multinode.yml)
+  # and runs behave features/multinode. Licence-gated, so it runs after the Playwright job (not in parallel).
+  multinode-e2e:
+    needs: [pick, playwright-e2e-enterprise]
+    # Nightly cron + manual dispatch only (heavy build), fork-gated for the licence secret.
+    if: >-
+      always() && needs.pick.outputs.is_fork != 'true'
+      && (github.event_name == 'schedule' || github.event_name == 'workflow_dispatch')
+    runs-on: ${{ needs.pick.outputs.is_fork == 'true' && 'ubuntu-latest' || format('depot-ubuntu-24.04-{0}', inputs.depot_cores || '8') }}
+    timeout-minutes: 60
+    env:
+      PREMIUM_KEY: ${{ secrets.PREMIUM_KEY_ENTERPRISE }}
+      PREMIUM_ENABLED: "true"
+      SYSTEM_ENABLEANALYTICS: "false"
+      DEPOT_TOKEN: ${{ secrets.DEPOT_TOKEN }}
+      MN_COMPOSE: docker-compose-multinode.yml
+    steps:
+      - name: Harden Runner
+        uses: step-security/harden-runner@ab7a9404c0f3da075243ca237b5fac12c98deaa5 # v2.19.3
+        with:
+          egress-policy: audit
+      - name: Checkout repository
+        uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # v6.0.2
+      - name: Set up Python
+        uses: actions/setup-python@a309ff8b426b58ec0e2a45f0f869d46889d02405 # v6.2.0
+        with:
+          python-version: "3.12"
+          cache: "pip"
+          cache-dependency-path: ./testing/cucumber/requirements.txt
+      - name: Install behave test deps
+        run: |
+          pip install --require-hashes --only-binary=:all: -r ./testing/cucumber/requirements.txt
+      - name: Build the multi-node image
+        working-directory: testing/compose
+        run: docker compose -f "$MN_COMPOSE" build
+      - name: Bring up the cluster and wait for both nodes healthy
+        working-directory: testing/compose
+        run: |
+          docker compose -f "$MN_COMPOSE" up -d
+          for i in $(seq 1 90); do
+            h1=$(docker inspect -f '{{.State.Health.Status}}' multinode-stirling-1 2>/dev/null || echo starting)
+            h2=$(docker inspect -f '{{.State.Health.Status}}' multinode-stirling-2 2>/dev/null || echo starting)
+            if [ "$h1" = healthy ] && [ "$h2" = healthy ]; then echo "both nodes healthy"; exit 0; fi
+            sleep 5
+          done
+          echo "::error::nodes did not become healthy"
+          docker compose -f "$MN_COMPOSE" logs --tail=200 stirling-1 stirling-2
+          exit 1
+      - name: Seed the cluster (teams, users, S3 connection, policy)
+        working-directory: testing/compose
+        run: docker compose -f "$MN_COMPOSE" --profile seed run --rm seed
+      - name: Run multi-node regression (implemented guarantees)
+        working-directory: testing/cucumber
+        # -e overrides behave.ini's exclusion of features/multinode; ~@known_gap skips any tracked-gap scenarios.
+        run: python -m behave features/multinode -e "features/enterprise" --tags="~@known_gap ~@destructive" --no-capture -f plain
+      - name: Run multi-node failover (destructive)
+        working-directory: testing/cucumber
+        run: python -m behave features/multinode -e "features/enterprise" --tags="@destructive ~@known_gap" --no-capture -f plain
+      - name: Dump node logs on failure
+        if: failure()
+        working-directory: testing/compose
+        run: docker compose -f "$MN_COMPOSE" logs --tail=400 stirling-1 stirling-2
+      - name: Tear down
+        if: always()
+        working-directory: testing/compose
+        run: docker compose -f "$MN_COMPOSE" --profile seed down -v --remove-orphans

.github/workflows/multiOSReleases.yml

@@ -510,6 +510,7 @@ 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
@@ -531,11 +532,26 @@ 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 }
-          $proc = Start-Process msiexec.exe -ArgumentList '/a', $msi, '/qn', "TARGETDIR=$extractDir" -Wait -PassThru -NoNewWindow
-          if ($proc.ExitCode -eq 0) {
+          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 {
             $innerExe = Get-ChildItem -Path $extractDir -Filter "stirling-pdf.exe" -Recurse -File | Select-Object -First 1
             if ($innerExe) {
               $sig = Get-AuthenticodeSignature -FilePath $innerExe.FullName
@@ -548,9 +564,6 @@ 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 $allSigned) {
@@ -800,7 +813,11 @@ jobs:
         uses: softprops/action-gh-release@b4309332981a82ec1c5618f44dd2e27cc8bfbfda # v3.0.0
         with:
           tag_name: v${{ needs.determine-matrix.outputs.version }}
-          generate_release_notes: true
+          # 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
           fail_on_unmatched_files: true
           # Installers + updater payloads + manifest. .sig contents are embedded
           # in latest.json so the .sig files themselves are not uploaded.

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

@@ -43,6 +43,10 @@ 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 ----
 
@@ -66,13 +70,21 @@ 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,
-                request.ownerTeamId(),
+                ownerTeamId,
                 currentUser,
                 () -> lockedServerExists(cfg.getIntegrationType()));
-        cfg.setConfig(writeJson(secretMasker.sanitize(request.config())));
+        Map<String, Object> config = secretMasker.sanitize(request.config());
+        validateConfig(cfg.getIntegrationType(), config);
+        cfg.setConfig(writeJson(config));
         return repository.save(cfg);
     }
 
@@ -101,8 +113,10 @@ public class IntegrationConfigService {
             cfg.setDefaultAccess(request.defaultAccess());
         }
         if (request.config() != null) {
-            cfg.setConfig(
-                    writeJson(secretMasker.merge(readJson(cfg.getConfig()), request.config())));
+            Map<String, Object> merged =
+                    secretMasker.merge(readJson(cfg.getConfig()), request.config());
+            validateConfig(cfg.getIntegrationType(), merged);
+            cfg.setConfig(writeJson(merged));
         }
         return repository.save(cfg);
     }
@@ -113,6 +127,15 @@ 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);
@@ -188,6 +211,19 @@ 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

@@ -0,0 +1,15 @@
+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

@@ -0,0 +1,23 @@
+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

@@ -120,6 +120,7 @@ public class PolicyController {
             throws IOException {
         stampPolicyAudit(definition);
         requireRunnable(definition);
+        validateAdHocOutput(definition);
         PolicyInputs inputs = toInputs(files);
         PolicyRunHandle handle =
                 policyRunner.runAdHoc(definition, inputs, PolicyProgressListener.NOOP);
@@ -140,6 +141,7 @@ public class PolicyController {
             throws IOException {
         stampPolicyAudit(definition);
         requireRunnable(definition);
+        validateAdHocOutput(definition);
         PolicyInputs inputs = toInputs(files);
 
         SseEmitter emitter =
@@ -530,6 +532,24 @@ 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

@@ -52,7 +52,19 @@ public class PolicyValidator {
             InputSpec spec = source.toInputSpec();
             inputSourceFor(spec).validate(spec);
         }
-        outputSinkFor(policy.output()).validate(policy.output());
+        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);
     }
 
     private PolicyTrigger triggerFor(TriggerConfig config) {

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

@@ -18,6 +18,7 @@ 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;
@@ -36,15 +37,14 @@ 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 (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.
+ * 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.
  */
 @Slf4j
 @Service
@@ -55,6 +55,7 @@ public class S3InputSource implements InputSource {
     private static final String TYPE = "s3";
 
     private final S3ConnectionPool connectionPool;
+    private final S3ConnectionResolver connectionResolver;
 
     @Override
     public String type() {
@@ -67,12 +68,12 @@ public class S3InputSource implements InputSource {
     }
 
     /**
-     * Fails fast at save time: bad config shape, a private endpoint without the operator opt-in, or
-     * a bucket the supplied credentials cannot list.
+     * 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.
      */
     @Override
     public void validate(InputSpec spec) {
-        S3Config config = S3Config.from(spec.options());
+        S3Config config = connectionResolver.resolve(spec.options());
         try {
             connectionPool.clientFor(config).listObjectsV2(listRequest(config).maxKeys(1).build());
         } catch (SdkException e) {
@@ -89,7 +90,7 @@ public class S3InputSource implements InputSource {
 
     @Override
     public List<ResolvedInput> resolve(InputSpec spec, ResolveContext ctx) throws IOException {
-        S3Config config = S3Config.from(spec.options());
+        S3Config config = connectionResolver.resolve(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

@@ -27,6 +27,7 @@ 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;
@@ -59,6 +60,7 @@ public class S3OutputSink implements PolicyOutputSink {
     private static final String TYPE = "s3";
 
     private final S3ConnectionPool connectionPool;
+    private final S3ConnectionResolver connectionResolver;
     private final ProcessedLedger processedLedger;
 
     @Override
@@ -72,19 +74,19 @@ public class S3OutputSink implements PolicyOutputSink {
     }
 
     /**
-     * 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.
+     * 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.
      */
     @Override
     public void validate(OutputSpec spec) {
-        connectionPool.clientFor(S3Config.from(spec.options()));
+        connectionPool.clientFor(connectionResolver.resolve(spec.options()));
     }
 
     @Override
     public List<ResultFile> deliver(
             OutputDelivery delivery, List<Resource> outputs, OutputSpec spec) throws IOException {
-        S3Config config = S3Config.from(spec.options());
+        S3Config config = connectionResolver.resolve(spec.options());
         S3Client client = connectionPool.clientFor(config);
 
         List<ResultFile> results = new ArrayList<>();

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

@@ -0,0 +1,212 @@
+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

@@ -0,0 +1,56 @@
+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

@@ -5,10 +5,12 @@ import java.net.URISyntaxException;
 import java.util.Map;
 
 /**
- * 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.
+ * 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.
  */
 public record S3Config(
         String bucket,

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

@@ -0,0 +1,151 @@
+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

@@ -0,0 +1,51 @@
+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

@@ -103,7 +103,6 @@ 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;
@@ -52,7 +52,58 @@ class IntegrationConfigServiceTest {
     @Mock
     private stirling.software.proprietary.access.repository.ResourceGrantRepository grantRepository;
 
-    @InjectMocks private IntegrationConfigService service;
+    @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));
+    }
 
     @Test
     void createDelegatesOwnershipAndSanitizesConfig() {

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

@@ -4,6 +4,7 @@ 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;
@@ -194,6 +195,29 @@ 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

@@ -82,6 +82,28 @@ 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

@@ -23,6 +23,7 @@ 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;
@@ -82,7 +83,9 @@ 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));
+        source =
+                new S3InputSource(
+                        new S3ConnectionPool(properties), S3TestConnections.legacyResolver());
         ledger = new InProcessProcessedLedger();
         ctx = new RecordingContext();
     }
@@ -161,7 +164,9 @@ class S3InputSourceMinioTest {
     @Test
     void aPrivateEndpointIsRejectedWithoutTheOperatorOptIn() {
         S3InputSource guarded =
-                new S3InputSource(new S3ConnectionPool(new ApplicationProperties()));
+                new S3InputSource(
+                        new S3ConnectionPool(new ApplicationProperties()),
+                        S3TestConnections.legacyResolver());
 
         assertThatThrownBy(() -> guarded.validate(spec(Map.of())))
                 .isInstanceOf(IllegalArgumentException.class)

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

@@ -29,6 +29,7 @@ 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;
@@ -64,7 +65,8 @@ class S3InputSourceTest {
     void setUp() {
         source =
                 new S3InputSource(
-                        new S3ConnectionPool(new ApplicationProperties(), config -> s3Client));
+                        new S3ConnectionPool(new ApplicationProperties(), config -> s3Client),
+                        S3TestConnections.legacyResolver());
         ledger = new InProcessProcessedLedger();
         ctx = new RecordingContext();
     }

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

@@ -28,6 +28,7 @@ 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;
@@ -90,8 +91,8 @@ class S3OutputSinkMinioTest {
         properties.getPolicies().setAllowPrivateS3Endpoints(true);
         S3ConnectionPool pool = new S3ConnectionPool(properties);
         ledger = new InProcessProcessedLedger();
-        sink = new S3OutputSink(pool, ledger);
-        source = new S3InputSource(pool);
+        sink = new S3OutputSink(pool, S3TestConnections.legacyResolver(), ledger);
+        source = new S3InputSource(pool, S3TestConnections.legacyResolver());
     }
 
     @Test

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

@@ -32,6 +32,7 @@ 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;
@@ -66,6 +67,7 @@ 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

@@ -0,0 +1,212 @@
+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

@@ -0,0 +1,52 @@
+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

@@ -0,0 +1,149 @@
+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

@@ -0,0 +1,71 @@
+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

@@ -0,0 +1,24 @@
+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 = '2.14.1'
+    version = '2.14.2'
 
     configurations.configureEach {
         exclude group: "org.springframework.boot", module: "spring-boot-starter-tomcat"

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

@@ -6240,6 +6240,10 @@ muted = "muted"
 nameLabel = "Name"
 namePlaceholder = "e.g. Compliance escalation"
 
+[portal.agentBuilder.status]
+draft = "Draft"
+published = "Published"
+
 [portal.agentBuilder.tabs]
 evals = "Evals"
 scenarios = "Scenarios"
@@ -6463,7 +6467,7 @@ install = "Install"
 usage = "Usage"
 
 [portal.catalogue.detail.locked]
-description = "{{name}} is included from the {{tier}} plan. Upgrade to embed it."
+description = "{{name}} is included from the {{plan}}. Upgrade to embed it."
 title = "Not available on your plan"
 
 [portal.catalogue.detail.preview]
@@ -6530,6 +6534,35 @@ 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.authentication]
 codeCaption = "every request"
 eyebrow = "GETTING STARTED"
@@ -7341,10 +7374,6 @@ 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"
@@ -7415,6 +7444,7 @@ 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"
 
@@ -7986,34 +8016,29 @@ primaryNav = "Primary navigation"
 switchApp = "Switch app"
 
 [portal.sources]
-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."
+subtitle = "Reusable input connections that feed documents into Stirling. Configure a source once, then reference it from any number of pipelines."
 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"
@@ -8029,10 +8054,15 @@ 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"
@@ -8080,6 +8110,10 @@ 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"
@@ -8109,21 +8143,14 @@ 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.sources.wizard.steps]
-chooseType = "Choose type"
-configure = "Configure"
-review = "Review & connect"
+[portal.tier]
+enterprise = "Enterprise plan"
+free = "Editor plan"
+pro = "Processor plan"
 
 [portal.usage]
 managePayment = "Manage Payment"
@@ -10139,6 +10166,19 @@ 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"
@@ -10209,7 +10249,9 @@ by = "Invited by {{who}}"
 cancel = "Cancel"
 count = "{{count}} pending"
 desc = "Invited people who haven't joined yet. They hold a seat until they accept."
-expires = "Expires"
+expiresInDays_one = "Expires in {{count}} day"
+expiresInDays_other = "Expires in {{count}} days"
+expiresToday = "Expires today"
 title = "Pending invitations"
 
 [users.loadError]

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": "2.14.1",
+  "version": "2.14.2",
   "identifier": "stirling.pdf.dev",
   "build": {
     "frontendDist": "../dist",

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: "2.14.1",
+  appVersion: "2.14.2",
   serverCertificateEnabled: false,
   enableAlphaFunctionality: false,
   serverPort: 8080,

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

@@ -270,8 +270,29 @@
   --grad-banner: linear-gradient(135deg, #0f172a 0%, #111827 50%, #1a1535 100%);
 }
 
-/* Always-dark code palette. Not theme-switched. */
-:root {
+/* 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"] {
   --code-bg: #0f172a;
   --code-bg-alt: #1e293b;
   --code-bg-header: #1a2332;
@@ -286,12 +307,16 @@
   --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

@@ -61,11 +61,14 @@
   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--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;
+  .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;
 }

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

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

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

@@ -19,6 +19,12 @@ 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;
@@ -35,6 +41,7 @@ export function Table<T>({
   rows,
   rowKey,
   onRowClick,
+  isRowInteractive,
   empty,
   className,
 }: TableProps<T>) {
@@ -66,38 +73,42 @@ export function Table<T>({
               </td>
             </tr>
           ) : (
-            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);
+            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);
+                          }
                         }
-                      }
-                    : 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

@@ -5,6 +5,7 @@ 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";
@@ -36,6 +37,14 @@ 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 />}

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

@@ -99,6 +99,11 @@ 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

@@ -0,0 +1,74 @@
+/**
+ * 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

@@ -9,6 +9,7 @@
  * 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";
@@ -556,17 +557,30 @@ 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: `${entry.category.label} Policy`,
+      name: policyDisplayName(entry, t),
       enabled,
       categoryId: entry.category.id,
       sources: result.sources,
@@ -589,13 +603,14 @@ export function buildWireFromState(
   entry: CatalogueEntry,
   policy: DecoratedPolicy,
   enabled: boolean,
+  t: TFunction,
 ): CatalogueWireBody {
   const s = policy.state;
   return {
     categoryId: entry.category.id,
     ...toWirePolicy({
       id: s.backendId ?? "",
-      name: `${entry.category.label} Policy`,
+      name: policyDisplayName(entry, t),
       enabled,
       categoryId: entry.category.id,
       sources: s.sources,

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

@@ -1,3 +1,7 @@
+// 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";
 
@@ -269,22 +273,23 @@ 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 "Never";
+  if (value === undefined || value === null)
+    return i18n.t("users.activity.never");
   const ts = typeof value === "string" ? Date.parse(value) : value;
-  if (!Number.isFinite(ts) || ts <= 0) return "Never";
+  if (!Number.isFinite(ts) || ts <= 0) return i18n.t("users.activity.never");
   const mins = Math.max(0, Math.round((Date.now() - ts) / 60000));
-  if (mins < 1) return "Just now";
-  if (mins < 60) return `${mins}m ago`;
+  if (mins < 1) return i18n.t("users.activity.justNow");
+  if (mins < 60) return i18n.t("users.activity.minutesAgo", { count: mins });
   const hours = Math.round(mins / 60);
-  if (hours < 24) return `${hours}h ago`;
+  if (hours < 24) return i18n.t("users.activity.hoursAgo", { count: hours });
   const days = Math.round(hours / 24);
-  if (days < 7) return `${days}d ago`;
+  if (days < 7) return i18n.t("users.activity.daysAgo", { count: days });
   const weeks = Math.round(days / 7);
-  if (weeks < 5) return weeks === 1 ? "1 week ago" : `${weeks} weeks ago`;
+  if (weeks < 5) return i18n.t("users.activity.weeksAgo", { count: weeks });
   const months = Math.round(days / 30);
-  if (months < 12) return months <= 1 ? "1 month ago" : `${months} months ago`;
+  if (months < 12) return i18n.t("users.activity.monthsAgo", { count: months });
   const years = Math.round(days / 365);
-  return years <= 1 ? "1 year ago" : `${years} years ago`;
+  return i18n.t("users.activity.yearsAgo", { count: years });
 }
 
 /** 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: #16213e;
+  background: var(--color-hero-navy);
 }
 
 .portal-editor-hero__logo {
@@ -123,7 +123,7 @@
 .portal-editor-hero__action .portal-editor-hero__cta.sui-btn {
   background: #ffffff;
   border-color: #ffffff;
-  color: #16213e;
+  color: var(--color-hero-navy);
 }
 .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
         />
-        {TIER_INFO[tier].label}
+        {t(TIER_INFO[tier].labelKey)}
       </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: #16213e;
+  background: var(--color-hero-navy);
 }
 
 .portal-welcome__brand {
@@ -90,7 +90,7 @@
 .portal-welcome__header .portal-welcome__cta.sui-btn {
   background: #ffffff;
   border-color: #ffffff;
-  color: #16213e;
+  color: var(--color-hero-navy);
 }
 .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

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

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

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

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

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

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

@@ -12,9 +12,11 @@ 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";
 
@@ -113,7 +115,7 @@ export function ComponentDetailModal({
           title={t("portal.catalogue.detail.locked.title")}
           description={t("portal.catalogue.detail.locked.description", {
             name: component.name,
-            tier: component.minTier,
+            plan: t(TIER_INFO[component.minTier].labelKey),
           })}
         />
       )}
@@ -205,7 +207,7 @@ export function ComponentDetailModal({
               />
               <StatTile
                 label={t("portal.catalogue.detail.stats.billedOn")}
-                value={component.pricing.unit}
+                value={t(BILLING_UNIT_LABEL[component.pricing.unit])}
               />
               <StatTile
                 label={t("portal.catalogue.detail.stats.freeQuota")}
@@ -220,7 +222,7 @@ export function ComponentDetailModal({
             </div>
             <p className="portal-components__pricing-note">
               {t("portal.catalogue.detail.pricing.note", {
-                unit: component.pricing.unit,
+                unit: t(BILLING_UNIT_LABEL[component.pricing.unit]),
               })}
             </p>
           </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">
-              {KEY_LABEL[apiKey.status]}
+              {t(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}
                   >
-                    {group.label}
+                    {t(group.label)}
                   </span>
                   {blurb && (
                     <span className="portal-proc__stage-hint">

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

@@ -1,16 +0,0 @@
-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

@@ -1,192 +0,0 @@
-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

@@ -1,298 +0,0 @@
-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

@@ -0,0 +1,82 @@
+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

@@ -0,0 +1,186 @@
+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

@@ -0,0 +1,116 @@
+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

@@ -0,0 +1,131 @@
+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

@@ -0,0 +1,127 @@
+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

@@ -0,0 +1,72 @@
+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

@@ -0,0 +1,71 @@
+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

@@ -1,63 +0,0 @@
-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

@@ -1,100 +0,0 @@
-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

@@ -1,59 +0,0 @@
-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

@@ -1,91 +0,0 @@
-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

@@ -51,14 +51,9 @@ const meta: Meta<typeof SourcesTable> = {
   title: "Portal/Sources/SourcesTable",
   component: SourcesTable,
   parameters: { layout: "padded" },
-  args: { sources: SOURCES, expandedId: null, onRowClick: () => {} },
+  args: { sources: SOURCES, 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

@@ -1,5 +1,6 @@
 import { useMemo } from "react";
 import { useTranslation } from "react-i18next";
+import ChevronRightRoundedIcon from "@mui/icons-material/ChevronRightRounded";
 import {
   Chip,
   StatusBadge,
@@ -22,16 +23,11 @@ const STATUS_TONE: Record<SourceStatus, StatusTone> = {
 
 interface SourcesTableProps {
   sources: SourceView[];
-  /** Id of the row whose detail panel is open, drives the caret state. */
-  expandedId: string | null;
+  /** Opens a source's own page. Not called for the virtual editor row. */
   onRowClick: (source: SourceView) => void;
 }
 
-export function SourcesTable({
-  sources,
-  expandedId,
-  onRowClick,
-}: SourcesTableProps) {
+export function SourcesTable({ sources, onRowClick }: SourcesTableProps) {
   const { t } = useTranslation();
   const columns = useMemo<TableColumn<SourceView>[]>(
     () => [
@@ -76,6 +72,18 @@ export function SourcesTable({
           </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"),
@@ -91,23 +99,20 @@ export function SourcesTable({
         ),
       },
       {
-        key: "expand",
+        key: "open",
         header: "",
         align: "right",
         width: "2.5rem",
-        render: (s) => (
-          <span
-            className={
-              "portal-sources__caret" + (expandedId === s.id ? " is-open" : "")
-            }
-            aria-hidden
-          >
-            ▸
-          </span>
-        ),
+        // 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>
+          ),
       },
     ],
-    [expandedId, t],
+    [t],
   );
 
   return (
@@ -117,6 +122,8 @@ export function SourcesTable({
       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

@@ -1,48 +0,0 @@
-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

@@ -1,53 +0,0 @@
-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";
+  control: "text" | "password" | "select" | "s3Connection";
   required?: boolean;
   placeholderKey?: string;
   helperTextKey?: string;
@@ -148,18 +148,11 @@ export const CREATABLE_SOURCE_TYPES: CreatableSourceType[] = [
     descriptionKey: "portal.sources.types.s3.description",
     fields: [
       {
-        key: "bucket",
-        labelKey: "portal.sources.types.s3.fields.bucket.label",
-        control: "text",
+        key: "connectionId",
+        labelKey: "portal.sources.types.s3.fields.connection.label",
+        control: "s3Connection",
         required: true,
-        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",
+        helperTextKey: "portal.sources.types.s3.fields.connection.helperText",
       },
       {
         key: "prefix",
@@ -168,25 +161,6 @@ 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

@@ -1,4 +1,5 @@
 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";
@@ -11,13 +12,15 @@ 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, expiresWord: string): string {
+function expiryLabel(iso: string | undefined, t: TFunction): 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 `${expiresWord} today`;
-  return `${expiresWord} in ${days === 1 ? "1 day" : `${days} days`}`;
+  if (days === 0) return t("users.invites.expiresToday", "Expires today");
+  return t("users.invites.expiresInDays", "Expires in {{count}} days", {
+    count: days,
+  });
 }
 
 /**
@@ -30,7 +33,6 @@ 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">
@@ -50,7 +52,7 @@ export function PendingInvitations({
         </span>
       </header>
       {invitations.map((inv) => {
-        const expires = expiryLabel(inv.expiresAt, expiresWord);
+        const expires = expiryLabel(inv.expiresAt, t);
         return (
           <div className="portal-users__row" key={inv.id}>
             <div className="portal-users__row-main">

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

@@ -10,16 +10,20 @@ import { usePlanTier } from "@portal/contexts/usePlanTier";
 export type Tier = "free" | "pro" | "enterprise";
 
 export interface TierInfo {
-  label: string;
+  /** i18n key for the plan label; resolve with `t()` at the call site. */
+  labelKey: 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: { label: "Editor plan", dotColor: "var(--color-text-4)" },
-  pro: { label: "Processor plan", dotColor: "var(--color-blue)" },
-  enterprise: { label: "Enterprise plan", dotColor: "var(--color-purple)" },
+  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)",
+  },
 };
 
 interface TierContextValue {

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

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

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

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

@@ -13,31 +13,52 @@ 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;
-  glyph: string;
+  iconD: string;
   bg: string;
   fg: string;
   view: ViewId;
 }> = [
   {
     key: "buildPipeline",
-    glyph: "⌃",
+    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",
     bg: "var(--color-purple-light)",
     fg: "var(--color-purple)",
     view: "pipelines",
   },
   {
     key: "connectSource",
-    glyph: "⇢",
+    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",
     bg: "var(--color-green-light)",
     fg: "var(--color-green-dark)",
     view: "sources",
   },
   {
     key: "issueApiKey",
-    glyph: "⚙",
+    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",
     bg: "var(--color-amber-light)",
     fg: "var(--color-amber-dark)",
     view: "infrastructure",
@@ -75,12 +96,21 @@ function QuickActions() {
                 style={{ background: action.bg, color: action.fg }}
                 aria-hidden
               >
-                {action.glyph}
+                <QuickIcon d={action.iconD} />
               </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>
             }
           >

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

@@ -392,27 +392,3 @@
   min-width: 1.5rem;
   min-height: 1.5rem;
 }
-
-.portal-builder__s3-output {
-  display: flex;
-  align-items: center;
-  gap: 0.625rem;
-}
-
-.portal-builder__s3-summary {
-  font-size: 0.8125rem;
-  color: var(--color-text-1);
-  overflow: hidden;
-  text-overflow: ellipsis;
-  white-space: nowrap;
-}
-
-.portal-builder__s3-summary.is-unset {
-  color: var(--color-text-4);
-}
-
-.portal-builder__s3-fields {
-  display: flex;
-  flex-direction: column;
-  gap: 0.75rem;
-}

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

@@ -50,6 +50,13 @@ vi.mock("@portal/api/policies", () => ({
   clearProcessedHistory: (id: string) => clearProcessedHistory(id),
 }));
 
+const fetchS3Connections = vi.fn();
+const createIntegration = vi.fn();
+vi.mock("@portal/api/integrations", () => ({
+  fetchS3Connections: () => fetchS3Connections(),
+  createIntegration: (...args: unknown[]) => createIntegration(...args),
+}));
+
 // One editable tool, Compress, so the picker and step settings have something to render.
 vi.mock("@app/contexts/ToolRegistryContext", () => {
   const compress = {
@@ -149,6 +156,9 @@ describe("PipelineBuilder", () => {
     fetchRun.mockResolvedValue({ status: "COMPLETED" });
     clearProcessedHistory.mockReset();
     clearProcessedHistory.mockResolvedValue(undefined);
+    fetchS3Connections.mockReset();
+    fetchS3Connections.mockResolvedValue([]);
+    createIntegration.mockReset();
   });
 
   it("builds a new pipeline: name it, add a tool, and save", async () => {
@@ -177,7 +187,8 @@ describe("PipelineBuilder", () => {
     expect(await screen.findByText("pipelines list")).toBeInTheDocument();
   });
 
-  it("saves an s3 output with its connection options", async () => {
+  it("saves an s3 output referencing an inline-created connection", async () => {
+    createIntegration.mockResolvedValue({ id: 12, name: "Claims bucket" });
     renderBuilder("/processor/pipelines/new");
 
     fireEvent.change(await screen.findByRole("textbox"), {
@@ -185,32 +196,55 @@ describe("PipelineBuilder", () => {
     });
     fireEvent.click(screen.getByLabelText("portal.pipelines.output.s3"));
 
-    // With s3 selected but no bucket, saving is blocked and the summary reads
-    // unconfigured; the connection fields live behind the Configure modal.
+    // With s3 selected but no connection chosen, saving is blocked. The
+    // connection picker + prefix are inline (no modal), like the folder output.
     expect(
       screen.getByText("portal.pipelines.composer.create").closest("button"),
     ).toBeDisabled();
-    expect(
-      screen.getByText("portal.pipelines.composer.s3NotConfigured"),
-    ).toBeInTheDocument();
-    fireEvent.click(screen.getByText("portal.pipelines.composer.s3Configure"));
 
-    // Textboxes: name, then the modal's bucket, region, prefix, access key id,
-    // endpoint; the secret renders as a password input outside the textbox role.
-    const inputs = screen.getAllByRole("textbox") as HTMLInputElement[];
-    fireEvent.change(inputs[1], { target: { value: "claims-processed" } });
-    fireEvent.change(inputs[3], { target: { value: "processed/" } });
-    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.pipelines.composer.s3Done"));
+    // No connections exist: create one inline from the picker. Target fields by
+    // label, not position - the picker's Mantine Select also carries an input
+    // role and would shift index-based queries.
+    fireEvent.click(
+      await screen.findByText("portal.connections.picker.createNew"),
+    );
+    fireEvent.change(
+      screen.getByLabelText(/portal\.connections\.s3\.fields\.name/),
+      { target: { value: "Claims bucket" } },
+    );
+    fireEvent.change(
+      screen.getByLabelText(
+        /portal\.sources\.types\.s3\.fields\.bucket\.label/,
+      ),
+      { target: { value: "claims-processed" } },
+    );
+    fireEvent.change(
+      screen.getByLabelText(
+        /portal\.sources\.types\.s3\.fields\.accessKeyId\.label/,
+      ),
+      { target: { value: "AKIAEXAMPLE" } },
+    );
+    fireEvent.change(
+      screen.getByLabelText(
+        /portal\.sources\.types\.s3\.fields\.secretAccessKey\.label/,
+      ),
+      { target: { value: "shh-secret" } },
+    );
+    fireEvent.click(screen.getByText("portal.connections.picker.save"));
+    await waitFor(() => expect(createIntegration).toHaveBeenCalledTimes(1));
+    // The connection modal closes once saved and the connection is selected.
+    await waitFor(() =>
+      expect(
+        screen.queryByText("portal.connections.picker.save"),
+      ).not.toBeInTheDocument(),
+    );
 
-    // The summary now shows the configured destination.
-    expect(
-      screen.getByText("s3://claims-processed/processed/"),
-    ).toBeInTheDocument();
+    fireEvent.change(
+      screen.getByLabelText(
+        /portal\.sources\.types\.s3\.fields\.prefix\.label/,
+      ),
+      { target: { value: "processed/" } },
+    );
     fireEvent.click(screen.getByText("portal.pipelines.composer.create"));
 
     await waitFor(() => expect(savePipeline).toHaveBeenCalledTimes(1));
@@ -219,12 +253,8 @@ describe("PipelineBuilder", () => {
         output: {
           type: "s3",
           options: {
-            bucket: "claims-processed",
-            region: "us-east-1",
+            connectionId: "12",
             prefix: "processed/",
-            endpoint: "",
-            accessKeyId: "AKIAEXAMPLE",
-            secretAccessKey: "shh-secret",
           },
         },
       }),

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

@@ -50,6 +50,7 @@ import {
 } from "@portal/api/pipelines";
 import { clearProcessedHistory } from "@portal/api/policies";
 import { availableOutputModes } from "@portal/components/pipelines/outputModes";
+import { S3ConnectionPicker } from "@portal/components/sources/S3ConnectionPicker";
 import { fetchSources, type SourceView } from "@portal/api/sources";
 import { EDITOR_SOURCE_TYPE } from "@portal/components/sources/sourceTypes";
 import { useAsync } from "@portal/hooks/useAsync";
@@ -64,23 +65,15 @@ type OutputMode = PipelineOutputMode;
 /** New pipelines (and specs of unoffered types) start on the first offered destination. */
 const DEFAULT_OUTPUT_MODE = availableOutputModes()[0];
 
-/** The s3 output's connection fields, mirrored from the OutputSpec options. */
+/** The s3 output's options: a stored connection reference plus the per-use prefix. */
 interface S3OutputOptions {
-  bucket: string;
-  region: string;
+  connectionId: string;
   prefix: string;
-  endpoint: string;
-  accessKeyId: string;
-  secretAccessKey: string;
 }
 
 const EMPTY_S3_OUTPUT: S3OutputOptions = {
-  bucket: "",
-  region: "us-east-1",
+  connectionId: "",
   prefix: "",
-  endpoint: "",
-  accessKeyId: "",
-  secretAccessKey: "",
 };
 type ScheduleUnit = "MINUTES" | "HOURS" | "DAYS";
 
@@ -133,18 +126,12 @@ function parseOutput(output: OutputSpec | undefined): {
     };
   }
   if (output?.type === "s3") {
-    const option = (key: keyof S3OutputOptions, fallback = "") =>
-      String(output.options?.[key] ?? fallback);
     return {
       mode: "s3",
       directory: "",
       s3: {
-        bucket: option("bucket"),
-        region: option("region", "us-east-1"),
-        prefix: option("prefix"),
-        endpoint: option("endpoint"),
-        accessKeyId: option("accessKeyId"),
-        secretAccessKey: option("secretAccessKey"),
+        connectionId: String(output.options?.connectionId ?? ""),
+        prefix: String(output.options?.prefix ?? ""),
       },
     };
   }
@@ -203,7 +190,6 @@ export function PipelineBuilder() {
   const [outputMode, setOutputMode] = useState<OutputMode>(DEFAULT_OUTPUT_MODE);
   const [outputDirectory, setOutputDirectory] = useState("");
   const [outputS3, setOutputS3] = useState<S3OutputOptions>(EMPTY_S3_OUTPUT);
-  const [s3ConfigOpen, setS3ConfigOpen] = useState(false);
   const [submitting, setSubmitting] = useState(false);
   const [error, setError] = useState<string | null>(null);
   const [seeded, setSeeded] = useState(false);
@@ -277,10 +263,6 @@ export function PipelineBuilder() {
     if (selected && !triggerAvailable(selected)) setTriggerType(MANUAL);
   }, [triggerType, triggers, triggerAvailable]);
 
-  function setS3Field(key: keyof S3OutputOptions, value: string) {
-    setOutputS3((current) => ({ ...current, [key]: value }));
-  }
-
   function toggleSource(sourceId: string, checked: boolean) {
     setSourceIds((ids) =>
       checked
@@ -356,10 +338,7 @@ export function PipelineBuilder() {
   const scheduleCountValid =
     triggerType !== "schedule" || Number(scheduleCount) > 0;
   const s3OutputValid =
-    outputMode !== "s3" ||
-    (outputS3.bucket.trim() !== "" &&
-      outputS3.accessKeyId.trim() !== "" &&
-      outputS3.secretAccessKey.trim() !== "");
+    outputMode !== "s3" || outputS3.connectionId.trim() !== "";
   const outputValid =
     (outputMode !== "folder" || outputDirectory.trim() !== "") && s3OutputValid;
   const canSave =
@@ -398,7 +377,7 @@ export function PipelineBuilder() {
   }
 
   const listPath = toPortalPath(VIEW_PATHS.pipelines);
-  const sourcesPath = `${toPortalPath(VIEW_PATHS.sources)}?new=1`;
+  const sourcesPath = `${toPortalPath(VIEW_PATHS.sources)}/new`;
 
   function close() {
     navigate(listPath);
@@ -774,25 +753,31 @@ export function PipelineBuilder() {
               </FormField>
             )}
             {outputMode === "s3" && (
-              <div className="portal-builder__s3-output">
-                <span
-                  className={
-                    "portal-builder__s3-summary" +
-                    (outputS3.bucket ? "" : " is-unset")
-                  }
+              <>
+                <FormField
+                  label={t("portal.sources.types.s3.fields.connection.label")}
+                  required
                 >
-                  {outputS3.bucket
-                    ? `s3://${outputS3.bucket}/${outputS3.prefix}`
-                    : t("portal.pipelines.composer.s3NotConfigured")}
-                </span>
-                <Button
-                  variant="secondary"
-                  size="sm"
-                  onClick={() => setS3ConfigOpen(true)}
+                  <S3ConnectionPicker
+                    value={outputS3.connectionId}
+                    onChange={(connectionId) =>
+                      setOutputS3((s) => ({ ...s, connectionId }))
+                    }
+                  />
+                </FormField>
+                <FormField
+                  label={t("portal.sources.types.s3.fields.prefix.label")}
+                  helperText={t("portal.pipelines.composer.s3PrefixHelp")}
                 >
-                  {t("portal.pipelines.composer.s3Configure")}
-                </Button>
-              </div>
+                  <Input
+                    value={outputS3.prefix}
+                    placeholder="processed/"
+                    onChange={(e) =>
+                      setOutputS3((s) => ({ ...s, prefix: e.target.value }))
+                    }
+                  />
+                </FormField>
+              </>
             )}
           </div>
         </div>
@@ -1006,78 +991,6 @@ export function PipelineBuilder() {
       >
         <p>{t("portal.pipelines.builder.unsavedBody")}</p>
       </Modal>
-
-      <Modal
-        open={s3ConfigOpen}
-        onClose={() => setS3ConfigOpen(false)}
-        title={t("portal.pipelines.composer.s3ModalTitle")}
-        footer={
-          <div className="portal-pipelines__composer-footer">
-            <Button size="sm" onClick={() => setS3ConfigOpen(false)}>
-              {t("portal.pipelines.composer.s3Done")}
-            </Button>
-          </div>
-        }
-      >
-        <div className="portal-builder__s3-fields">
-          <FormField
-            label={t("portal.sources.types.s3.fields.bucket.label")}
-            required
-          >
-            <Input
-              value={outputS3.bucket}
-              placeholder="my-company-inbox"
-              onChange={(e) => setS3Field("bucket", e.target.value)}
-            />
-          </FormField>
-          <FormField label={t("portal.sources.types.s3.fields.region.label")}>
-            <Input
-              value={outputS3.region}
-              placeholder="us-east-1"
-              onChange={(e) => setS3Field("region", e.target.value)}
-            />
-          </FormField>
-          <FormField
-            label={t("portal.sources.types.s3.fields.prefix.label")}
-            helperText={t("portal.pipelines.composer.s3PrefixHelp")}
-          >
-            <Input
-              value={outputS3.prefix}
-              placeholder="processed/"
-              onChange={(e) => setS3Field("prefix", e.target.value)}
-            />
-          </FormField>
-          <FormField
-            label={t("portal.sources.types.s3.fields.accessKeyId.label")}
-            required
-          >
-            <Input
-              value={outputS3.accessKeyId}
-              onChange={(e) => setS3Field("accessKeyId", e.target.value)}
-            />
-          </FormField>
-          <FormField
-            label={t("portal.sources.types.s3.fields.secretAccessKey.label")}
-            required
-          >
-            <Input
-              type="password"
-              value={outputS3.secretAccessKey}
-              onChange={(e) => setS3Field("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={outputS3.endpoint}
-              placeholder="https://s3.example.com"
-              onChange={(e) => setS3Field("endpoint", e.target.value)}
-            />
-          </FormField>
-        </div>
-      </Modal>
     </div>
   );
 }

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

@@ -30,7 +30,7 @@ export function Pipelines() {
   const openCreate = () =>
     navigate(`${toPortalPath(VIEW_PATHS.pipelines)}/new`);
   const connectSource = () =>
-    navigate(`${toPortalPath(VIEW_PATHS.sources)}?new`);
+    navigate(`${toPortalPath(VIEW_PATHS.sources)}/new`);
   // A row opens that pipeline's own page (view / edit / run / delete live there).
   const openPipeline = (pipeline: PipelineView) =>
     navigate(`${toPortalPath(VIEW_PATHS.pipelines)}/${pipeline.id}`);

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

@@ -67,7 +67,7 @@ export function Policies() {
   ) {
     setPageError(null);
     try {
-      await savePolicy(buildWireFromSetup(entry, result));
+      await savePolicy(buildWireFromSetup(entry, result, t));
       setWizard(null);
       setDetail(null);
       refetch();
@@ -97,7 +97,7 @@ export function Policies() {
     if (!entry || !policy?.state.backendId) return;
     const enabled = policy.state.status === "paused";
     void runLifecycle(() =>
-      savePolicy(buildWireFromState(entry, policy, enabled)),
+      savePolicy(buildWireFromState(entry, policy, enabled, t)),
     );
   }
 

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

@@ -0,0 +1,87 @@
+.portal-source-builder {
+  display: flex;
+  flex-direction: column;
+  gap: 1.25rem;
+  padding: 1.5rem;
+  max-width: 84rem;
+  margin: 0 auto;
+}
+
+.portal-source-builder__loading {
+  display: flex;
+  justify-content: center;
+  padding: 4rem 0;
+}
+
+.portal-source-builder__head {
+  display: flex;
+  align-items: flex-start;
+  justify-content: space-between;
+  gap: 1rem;
+  flex-wrap: wrap;
+}
+
+.portal-source-builder__head-main {
+  display: flex;
+  flex-direction: column;
+  gap: 0.5rem;
+  align-items: flex-start;
+}
+
+.portal-source-builder__title {
+  font-size: 1.375rem;
+  font-weight: 600;
+  color: var(--color-text-1);
+  margin: 0;
+}
+
+.portal-source-builder__head-actions {
+  display: flex;
+  align-items: center;
+  gap: 0.625rem;
+}
+
+.portal-source-builder__body {
+  display: flex;
+  flex-direction: column;
+  gap: 1rem;
+  max-width: 32rem;
+}
+
+.portal-source-builder__type-grid {
+  display: flex;
+  gap: 0.625rem;
+  flex-wrap: wrap;
+}
+
+.portal-source-builder__type-card {
+  display: flex;
+  flex-direction: column;
+  align-items: center;
+  gap: 0.375rem;
+  min-width: 6rem;
+  padding: 0.875rem 1rem;
+  border: 1px solid var(--color-border-2);
+  border-radius: 0.5rem;
+}
+
+.portal-source-builder__type-card.is-selected {
+  border-color: var(--color-accent, var(--color-brand));
+  background: var(--color-bg-hover);
+}
+
+.portal-source-builder__type-icon {
+  font-size: 1.5rem;
+  line-height: 1;
+}
+
+.portal-source-builder__type-name {
+  font-size: 0.8125rem;
+  font-weight: 500;
+}
+
+.portal-source-builder__delete-actions {
+  display: flex;
+  justify-content: flex-end;
+  gap: 0.5rem;
+}

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

@@ -0,0 +1,158 @@
+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 { MemoryRouter, Route, Routes } from "react-router-dom";
+import { SourceBuilder } from "@portal/views/SourceBuilder";
+
+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 createSource = vi.fn();
+const fetchSource = vi.fn();
+const deleteSource = vi.fn();
+vi.mock("@portal/api/sources", () => ({
+  createSource: (s: unknown) => createSource(s),
+  fetchSource: (id: string) => fetchSource(id),
+  deleteSource: (id: string) => deleteSource(id),
+}));
+
+const fetchS3Connections = vi.fn();
+vi.mock("@portal/api/integrations", () => ({
+  fetchS3Connections: () => fetchS3Connections(),
+  createIntegration: vi.fn(),
+}));
+
+function renderBuilder(initial: string) {
+  return render(
+    <MemoryRouter initialEntries={[initial]}>
+      <Routes>
+        <Route path="/processor/sources" element={<div>sources list</div>} />
+        <Route path="/processor/sources/new" element={<SourceBuilder />} />
+        <Route path="/processor/sources/:id" element={<SourceBuilder />} />
+      </Routes>
+    </MemoryRouter>,
+  );
+}
+
+describe("SourceBuilder", () => {
+  beforeEach(() => {
+    createSource.mockReset();
+    createSource.mockResolvedValue({ id: "src-1" });
+    fetchSource.mockReset();
+    deleteSource.mockReset();
+    deleteSource.mockResolvedValue(undefined);
+    fetchS3Connections.mockReset();
+    fetchS3Connections.mockResolvedValue([]);
+  });
+
+  it("creates a folder source and returns to the list", async () => {
+    renderBuilder("/processor/sources/new");
+
+    // Folder is the first offered type; fill name + directory.
+    fireEvent.change(screen.getByLabelText(/portal\.sources\.wizard\.name/), {
+      target: { value: "Claims intake" },
+    });
+    fireEvent.change(
+      screen.getByLabelText(
+        /portal\.sources\.types\.folder\.fields\.directory\.label/,
+      ),
+      { target: { value: "/data/incoming" } },
+    );
+    fireEvent.click(screen.getByText("portal.sources.builder.create"));
+
+    await waitFor(() => expect(createSource).toHaveBeenCalledTimes(1));
+    expect(createSource).toHaveBeenCalledWith(
+      expect.objectContaining({
+        name: "Claims intake",
+        type: "folder",
+        options: expect.objectContaining({ directory: "/data/incoming" }),
+        enabled: true,
+      }),
+    );
+    expect(await screen.findByText("sources list")).toBeInTheDocument();
+  });
+
+  it("gates the s3 type on a chosen connection", async () => {
+    renderBuilder("/processor/sources/new");
+    fireEvent.change(screen.getByLabelText(/portal\.sources\.wizard\.name/), {
+      target: { value: "Bucket source" },
+    });
+    // Switch to the S3 type: the connection field appears and Create stays
+    // disabled until a connection is chosen (connectionId is required).
+    fireEvent.click(screen.getByText("portal.sources.types.s3.label"));
+    expect(
+      await screen.findByText(
+        "portal.sources.types.s3.fields.connection.label",
+      ),
+    ).toBeInTheDocument();
+    expect(
+      screen.getByText("portal.sources.builder.create").closest("button"),
+    ).toBeDisabled();
+  });
+
+  it("blocks create until required fields are filled", async () => {
+    renderBuilder("/processor/sources/new");
+    // Name given but directory (required) still blank -> Create disabled.
+    fireEvent.change(screen.getByLabelText(/portal\.sources\.wizard\.name/), {
+      target: { value: "Nameonly" },
+    });
+    expect(
+      screen.getByText("portal.sources.builder.create").closest("button"),
+    ).toBeDisabled();
+  });
+
+  it("edits an existing source prefilled and saves with its id", async () => {
+    fetchSource.mockResolvedValue({
+      id: "src-9",
+      name: "Existing",
+      type: "folder",
+      options: { directory: "/old", mode: "consume" },
+      enabled: true,
+    });
+    renderBuilder("/processor/sources/src-9");
+
+    const directory = await screen.findByLabelText(
+      /portal\.sources\.types\.folder\.fields\.directory\.label/,
+    );
+    expect((directory as HTMLInputElement).value).toBe("/old");
+    fireEvent.change(directory, { target: { value: "/new" } });
+    fireEvent.click(screen.getByText("portal.sources.builder.save"));
+
+    await waitFor(() => expect(createSource).toHaveBeenCalledTimes(1));
+    expect(createSource).toHaveBeenCalledWith(
+      expect.objectContaining({
+        id: "src-9",
+        options: expect.objectContaining({ directory: "/new" }),
+      }),
+    );
+  });
+
+  it("deletes an existing source after confirmation", async () => {
+    fetchSource.mockResolvedValue({
+      id: "src-9",
+      name: "Existing",
+      type: "folder",
+      options: { directory: "/old" },
+      enabled: true,
+    });
+    renderBuilder("/processor/sources/src-9");
+
+    fireEvent.click(await screen.findByText("portal.sources.builder.delete"));
+    fireEvent.click(await screen.findByText("portal.sources.delete.confirm"));
+
+    await waitFor(() => expect(deleteSource).toHaveBeenCalledWith("src-9"));
+    expect(await screen.findByText("sources list")).toBeInTheDocument();
+  });
+});

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

@@ -0,0 +1,326 @@
+import { useEffect, useState } from "react";
+import { useNavigate, useParams } from "react-router-dom";
+import { useTranslation } from "react-i18next";
+import ArrowBackRoundedIcon from "@mui/icons-material/ArrowBackRounded";
+import DeleteOutlineRoundedIcon from "@mui/icons-material/DeleteOutlineRounded";
+import {
+  Banner,
+  Button,
+  Checkbox,
+  FormField,
+  Input,
+  Modal,
+  Select,
+  Spinner,
+} from "@app/ui";
+import { errorMessage } from "@portal/api/http";
+import {
+  createSource,
+  deleteSource,
+  fetchSource,
+  type Source,
+} from "@portal/api/sources";
+import { useAsync } from "@portal/hooks/useAsync";
+import { VIEW_PATHS, toPortalPath } from "@portal/contexts/ViewContext";
+import { creatableSourceTypes } from "@portal/components/sources/creatableSourceTypes";
+import {
+  CREATABLE_SOURCE_TYPES,
+  defaultOptions,
+  sourceTypeMeta,
+  type CreatableSourceType,
+} from "@portal/components/sources/sourceTypes";
+import { S3ConnectionPicker } from "@portal/components/sources/S3ConnectionPicker";
+import "@portal/views/SourceBuilder.css";
+
+const OFFERED_TYPES = creatableSourceTypes();
+
+/** A source's stored type resolved to its create-form metadata (edit falls back to any type). */
+function typeFor(type: string | undefined): CreatableSourceType {
+  return (
+    CREATABLE_SOURCE_TYPES.find((t) => t.type === type) ??
+    OFFERED_TYPES[0] ??
+    CREATABLE_SOURCE_TYPES[0]
+  );
+}
+
+/** Stored options coerced to form strings, 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;
+}
+
+/**
+ * Full-page create/edit for a source, mirroring the pipeline builder: new lands
+ * on /sources/new (with a type picker), a row opens /sources/:id prefilled.
+ * Save and delete navigate back to the Sources list. The virtual editor source
+ * is never routed here (the list row is not a link).
+ */
+export function SourceBuilder() {
+  const { t } = useTranslation();
+  const navigate = useNavigate();
+  const { id } = useParams();
+  const isEdit = Boolean(id);
+  const listPath = toPortalPath(VIEW_PATHS.sources);
+
+  const sourceState = useAsync<Source | null>(
+    async () => (id ? await fetchSource(id) : null),
+    [id],
+  );
+
+  const [type, setType] = useState<CreatableSourceType>(OFFERED_TYPES[0]);
+  const [name, setName] = useState("");
+  const [options, setOptions] = useState<Record<string, string>>(() =>
+    defaultOptions(OFFERED_TYPES[0]),
+  );
+  const [enabled, setEnabled] = useState(true);
+  const [seeded, setSeeded] = useState(false);
+  const [submitting, setSubmitting] = useState(false);
+  const [error, setError] = useState<string | null>(null);
+  const [pendingDelete, setPendingDelete] = useState(false);
+  const [deleting, setDeleting] = useState(false);
+
+  // Seed once: immediately for a new source, or after the record loads for edit.
+  useEffect(() => {
+    if (seeded) return;
+    if (isEdit && !sourceState.data) return;
+    const source = sourceState.data ?? undefined;
+    const resolved = typeFor(source?.type);
+    setType(resolved);
+    setName(source?.name ?? "");
+    setOptions(optionsFor(resolved, source?.options));
+    setEnabled(source?.enabled ?? true);
+    setSeeded(true);
+  }, [isEdit, sourceState.data, seeded]);
+
+  function chooseType(next: CreatableSourceType) {
+    setType(next);
+    setOptions(defaultOptions(next));
+  }
+
+  function setOption(key: string, value: string) {
+    setOptions((current) => ({ ...current, [key]: value }));
+  }
+
+  const requiredComplete = type.fields.every(
+    (field) => !field.required || (options[field.key] ?? "").trim() !== "",
+  );
+  const canSave = name.trim() !== "" && requiredComplete && !submitting;
+
+  async function save() {
+    if (!canSave) return;
+    setSubmitting(true);
+    setError(null);
+    try {
+      await createSource({
+        id: isEdit ? id : undefined,
+        name: name.trim(),
+        type: type.type,
+        options,
+        enabled,
+      });
+      navigate(listPath);
+    } catch (e) {
+      setError(errorMessage(e));
+      setSubmitting(false);
+    }
+  }
+
+  async function confirmDelete() {
+    if (!id || deleting) return;
+    setDeleting(true);
+    try {
+      await deleteSource(id);
+      navigate(listPath);
+    } catch (e) {
+      setError(errorMessage(e));
+      setDeleting(false);
+      setPendingDelete(false);
+    }
+  }
+
+  if (isEdit && sourceState.error) {
+    return (
+      <div className="portal-source-builder">
+        <Banner tone="danger" description={errorMessage(sourceState.error)} />
+        <Button variant="tertiary" onClick={() => navigate(listPath)}>
+          {t("portal.sources.builder.back")}
+        </Button>
+      </div>
+    );
+  }
+
+  if (isEdit && !seeded) {
+    return (
+      <div className="portal-source-builder__loading">
+        <Spinner />
+      </div>
+    );
+  }
+
+  return (
+    <div className="portal-source-builder">
+      <header className="portal-source-builder__head">
+        <div className="portal-source-builder__head-main">
+          <Button
+            variant="quiet"
+            size="sm"
+            onClick={() => navigate(listPath)}
+            leftSection={
+              <ArrowBackRoundedIcon style={{ fontSize: "1.125rem" }} />
+            }
+          >
+            {t("portal.sources.builder.back")}
+          </Button>
+          <h1 className="portal-source-builder__title">
+            {isEdit
+              ? name || t("portal.sources.builder.editTitle")
+              : t("portal.sources.builder.createTitle")}
+          </h1>
+        </div>
+        <div className="portal-source-builder__head-actions">
+          <Checkbox
+            checked={enabled}
+            onChange={(e) => setEnabled(e.target.checked)}
+            label={t("portal.sources.builder.enabled")}
+          />
+          {isEdit && (
+            <Button
+              variant="secondary"
+              size="sm"
+              accent="danger"
+              onClick={() => setPendingDelete(true)}
+              leftSection={
+                <DeleteOutlineRoundedIcon style={{ fontSize: "1.125rem" }} />
+              }
+            >
+              {t("portal.sources.builder.delete")}
+            </Button>
+          )}
+          <Button
+            variant="tertiary"
+            size="sm"
+            onClick={() => navigate(listPath)}
+          >
+            {t("portal.sources.builder.cancel")}
+          </Button>
+          <Button size="sm" disabled={!canSave} onClick={() => void save()}>
+            {isEdit
+              ? t("portal.sources.builder.save")
+              : t("portal.sources.builder.create")}
+          </Button>
+        </div>
+      </header>
+
+      <div className="portal-source-builder__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>
+
+        {!isEdit && OFFERED_TYPES.length > 1 && (
+          <FormField label={t("portal.sources.wizard.type")}>
+            <div className="portal-source-builder__type-grid">
+              {OFFERED_TYPES.map((ct) => (
+                <Button
+                  key={ct.type}
+                  variant="tertiary"
+                  className={
+                    "portal-source-builder__type-card" +
+                    (type.type === ct.type ? " is-selected" : "")
+                  }
+                  onClick={() => chooseType(ct)}
+                >
+                  <span
+                    className="portal-source-builder__type-icon"
+                    aria-hidden
+                  >
+                    {sourceTypeMeta(ct.type).icon}
+                  </span>
+                  <span className="portal-source-builder__type-name">
+                    {t(ct.labelKey)}
+                  </span>
+                </Button>
+              ))}
+            </div>
+          </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 === "s3Connection" ? (
+              <S3ConnectionPicker
+                value={options[field.key] ?? ""}
+                onChange={(connectionId) => setOption(field.key, connectionId)}
+              />
+            ) : field.control === "select" ? (
+              <Select
+                value={options[field.key] ?? ""}
+                options={(field.options ?? []).map((o) => ({
+                  value: o.value,
+                  label: t(o.labelKey),
+                }))}
+                onChange={(value) => setOption(field.key, value ?? "")}
+              />
+            ) : (
+              <Input
+                type={field.control === "password" ? "password" : undefined}
+                value={options[field.key] ?? ""}
+                placeholder={
+                  field.placeholderKey ? t(field.placeholderKey) : undefined
+                }
+                onChange={(e) => setOption(field.key, e.target.value)}
+              />
+            )}
+          </FormField>
+        ))}
+
+        {error && <Banner tone="danger" description={error} />}
+      </div>
+
+      <Modal
+        open={pendingDelete}
+        onClose={() => !deleting && setPendingDelete(false)}
+        width="sm"
+        title={t("portal.sources.delete.title")}
+        footer={
+          <div className="portal-source-builder__delete-actions">
+            <Button
+              variant="tertiary"
+              size="sm"
+              disabled={deleting}
+              onClick={() => setPendingDelete(false)}
+            >
+              {t("portal.sources.delete.cancel")}
+            </Button>
+            <Button
+              size="sm"
+              accent="danger"
+              loading={deleting}
+              onClick={() => void confirmDelete()}
+            >
+              {t("portal.sources.delete.confirm")}
+            </Button>
+          </div>
+        }
+      >
+        <p>{t("portal.sources.delete.body", { name })}</p>
+      </Modal>
+    </div>
+  );
+}

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

@@ -438,3 +438,101 @@
   gap: 0.5rem;
   width: 100%;
 }
+
+.portal-sources__connection-picker {
+  display: flex;
+  flex-direction: column;
+  gap: 0.5rem;
+  align-items: flex-start;
+}
+
+.portal-sources__connection-picker .sui-select,
+.portal-sources__connection-picker > div:first-child {
+  align-self: stretch;
+}
+
+.portal-sources__connection-create {
+  display: flex;
+  flex-direction: column;
+  gap: 0.75rem;
+  padding: 0.75rem;
+  border: 1px solid var(--color-border-2);
+  border-radius: 0.5rem;
+  align-self: stretch;
+}
+
+.portal-sources__connection-create-actions {
+  display: flex;
+  justify-content: flex-end;
+  gap: 0.5rem;
+}
+
+.portal-sources__connection-form {
+  display: flex;
+  flex-direction: column;
+  gap: 0.75rem;
+}
+
+.portal-sources__connections {
+  margin-top: 1.5rem;
+}
+
+.portal-sources__connections-title {
+  font-size: 0.875rem;
+  font-weight: 600;
+  color: var(--color-text-2);
+  margin: 0 0 0.5rem;
+}
+
+.portal-sources__connections-list {
+  list-style: none;
+  margin: 0;
+  padding: 0;
+  display: flex;
+  flex-direction: column;
+  gap: 0.25rem;
+}
+
+.portal-sources__connections-row {
+  display: flex;
+  align-items: center;
+  gap: 0.75rem;
+  padding: 0.375rem 0;
+  border-bottom: 1px solid var(--color-border-2);
+}
+
+.portal-sources__connections-name {
+  font-weight: 500;
+  color: var(--color-text-1);
+}
+
+.portal-sources__connections-bucket {
+  color: var(--color-text-4);
+  font-size: 0.8125rem;
+}
+
+.portal-sources__connections-actions {
+  margin-left: auto;
+  display: flex;
+  gap: 0.25rem;
+}
+
+.portal-sources__connections-head {
+  display: flex;
+  align-items: center;
+  justify-content: space-between;
+  gap: 1rem;
+  margin-bottom: 0.5rem;
+}
+
+.portal-sources__connections-sub {
+  color: var(--color-text-4);
+  font-size: 0.875rem;
+  margin: 0;
+}
+
+.portal-sources__connections-actions {
+  display: inline-flex;
+  gap: 0.25rem;
+  justify-content: flex-end;
+}

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

@@ -3,21 +3,16 @@ import {
   fireEvent,
   render as baseRender,
   screen,
-  waitFor,
 } from "@testing-library/react";
 import { MantineProvider } from "@mantine/core";
-import { MemoryRouter } from "react-router-dom";
-import { HttpError } from "@portal/api/http";
-
-const render = (
-  ui: Parameters<typeof baseRender>[0],
-  options?: Parameters<typeof baseRender>[1],
-) => baseRender(ui, { wrapper: MantineProvider, ...options });
+import { MemoryRouter, Route, Routes } from "react-router-dom";
 import type { SourcesResponse } from "@portal/api/sources";
 import { Sources } from "@portal/views/Sources";
 
-// Deterministic i18n: keys returned verbatim, so assertions are stable without
-// the async TOML backend.
+const render = (ui: Parameters<typeof baseRender>[0]) =>
+  baseRender(ui, { wrapper: MantineProvider });
+
+// Deterministic i18n: keys returned verbatim.
 vi.mock("react-i18next", () => ({
   useTranslation: () => ({
     t: (key: string) => key,
@@ -26,48 +21,48 @@ vi.mock("react-i18next", () => ({
 }));
 
 const fetchSources = vi.fn();
-const fetchSource = vi.fn();
-const fetchSourceDocCounts = vi.fn();
-const createSource = vi.fn();
-const deleteSource = vi.fn();
 vi.mock("@portal/api/sources", () => ({
   fetchSources: () => fetchSources(),
-  fetchSource: (id: string) => fetchSource(id),
-  fetchSourceDocCounts: (id: string) => fetchSourceDocCounts(id),
-  createSource: (source: unknown) => createSource(source),
-  deleteSource: (id: string) => deleteSource(id),
+}));
+
+const fetchS3Connections = vi.fn();
+vi.mock("@portal/api/integrations", () => ({
+  fetchS3Connections: () => fetchS3Connections(),
+  deleteIntegration: vi.fn(),
+}));
+
+// The Agent Builder header action is a flavor seam; stub it to keep the test focused.
+vi.mock("@portal/components/sources/AgentBuilderAction", () => ({
+  AgentBuilderAction: () => null,
 }));
 
 const RESPONSE: SourcesResponse = {
   kpis: [
-    { value: 2, description: "" },
     { value: 1, description: "" },
     { value: 1, description: "" },
+    { value: 0, description: "" },
   ],
   sources: [
     {
-      id: "src-referenced",
+      id: "editor",
+      name: "Editor",
+      type: "editor",
+      status: "active",
+      referenceCount: 0,
+      referencingPolicies: [],
+      config: [],
+      docsTotal: 5,
+      docs24h: 0,
+      docs30d: 5,
+    },
+    {
+      id: "src-1",
       name: "Claims intake",
       type: "folder",
       status: "active",
       referenceCount: 2,
-      referencingPolicies: [
-        { id: "pol-1", name: "Redaction" },
-        { id: "pol-2", name: "Classification" },
-      ],
-      config: [{ label: "Directory", value: "/data/incoming" }],
-      docsTotal: 1240,
-      docs24h: 18,
-      docs30d: 540,
-    },
-    {
-      id: "src-orphan",
-      name: "Scratch folder",
-      type: "folder",
-      status: "unused",
-      referenceCount: 0,
       referencingPolicies: [],
-      config: [{ label: "Directory", value: "/tmp/scratch" }],
+      config: [{ label: "Directory", value: "/in" }],
       docsTotal: 1240,
       docs24h: 18,
       docs30d: 540,
@@ -75,10 +70,20 @@ const RESPONSE: SourcesResponse = {
   ],
 };
 
-function renderView() {
+function renderView(initial = "/processor/sources") {
   return render(
-    <MemoryRouter>
-      <Sources />
+    <MemoryRouter initialEntries={[initial]}>
+      <Routes>
+        <Route path="/processor/sources" element={<Sources />} />
+        <Route
+          path="/processor/sources/new"
+          element={<div>source builder: new</div>}
+        />
+        <Route
+          path="/processor/sources/:id"
+          element={<div>source builder: edit</div>}
+        />
+      </Routes>
     </MemoryRouter>,
   );
 }
@@ -86,122 +91,54 @@ function renderView() {
 describe("Sources view", () => {
   beforeEach(() => {
     fetchSources.mockReset();
-    fetchSource.mockReset();
-    fetchSourceDocCounts.mockReset();
-    fetchSourceDocCounts.mockResolvedValue([]);
-    createSource.mockReset();
-    deleteSource.mockReset();
-  });
-
-  it("surfaces the inline 409 message when deleting a referenced source", async () => {
     fetchSources.mockResolvedValue(RESPONSE);
-    deleteSource.mockRejectedValue(
-      new HttpError(409, "Conflict", {
-        detail: "Source is referenced by 2 policies",
-      }),
-    );
-
-    renderView();
-
-    // Wait for the row to render after the async fetch resolves.
-    const row = await screen.findByText("Claims intake");
-    fireEvent.click(row);
-
-    // Detail card opens with its delete action.
-    fireEvent.click(await screen.findByText("portal.sources.detail.delete"));
-
-    // Confirm in the dialog.
-    fireEvent.click(await screen.findByText("portal.sources.delete.confirm"));
-
-    await waitFor(() => {
-      expect(deleteSource).toHaveBeenCalledWith("src-referenced");
-    });
-
-    expect(
-      await screen.findByText("Source is referenced by 2 policies"),
-    ).toBeInTheDocument();
+    fetchS3Connections.mockReset();
+    fetchS3Connections.mockResolvedValue([]);
   });
 
-  it("shows the editor as a built-in source with no edit, pause, or delete actions", async () => {
-    fetchSources.mockResolvedValue({
-      kpis: [],
-      sources: [
-        {
-          id: "editor",
-          name: "Editor",
-          type: "editor",
-          status: "active",
-          referenceCount: 1,
-          referencingPolicies: [{ id: "pol-1", name: "Redaction" }],
-          config: [],
-          docsTotal: 8230,
-          docs24h: 42,
-          docs30d: 1680,
-        },
-      ],
-    } satisfies SourcesResponse);
-
+  it("opens a source's own page on row click", async () => {
     renderView();
+    fireEvent.click(await screen.findByText("Claims intake"));
+    expect(await screen.findByText("source builder: edit")).toBeInTheDocument();
+  });
 
-    // The editor row is labelled from its type (i18n keys are returned verbatim here).
+  it("navigates to the create page from the connect button", async () => {
+    renderView();
+    await screen.findByText("Claims intake");
+    fireEvent.click(screen.getByText("portal.sources.actions.connectSource"));
+    expect(await screen.findByText("source builder: new")).toBeInTheDocument();
+  });
+
+  it("does not navigate when the virtual editor row is clicked", async () => {
+    renderView();
     fireEvent.click(
       await screen.findByText("portal.sources.types.editor.label"),
     );
-
-    // Detail opens, but none of the mutate actions are offered for the built-in source.
-    await screen.findByText("portal.sources.detail.documents");
-    expect(screen.queryByText("portal.sources.detail.edit")).toBeNull();
-    expect(screen.queryByText("portal.sources.detail.pause")).toBeNull();
-    expect(screen.queryByText("portal.sources.detail.delete")).toBeNull();
+    // Still on the list: the builder stub never rendered.
+    expect(screen.queryByText("source builder: edit")).not.toBeInTheDocument();
+    expect(screen.getByText("Claims intake")).toBeInTheDocument();
   });
 
-  it("pauses a source by re-saving it with enabled flipped off", async () => {
-    fetchSources.mockResolvedValue(RESPONSE);
-    fetchSource.mockResolvedValue({
-      id: "src-referenced",
-      name: "Claims intake",
-      type: "folder",
-      options: { directory: "/data/incoming", mode: "consume" },
-      enabled: true,
-    });
-    createSource.mockResolvedValue({});
-
-    renderView();
-
-    fireEvent.click(await screen.findByText("Claims intake"));
-    fireEvent.click(await screen.findByText("portal.sources.detail.pause"));
-
-    await waitFor(() => {
-      expect(createSource).toHaveBeenCalledTimes(1);
-    });
-    expect(fetchSource).toHaveBeenCalledWith("src-referenced");
-    expect(createSource).toHaveBeenCalledWith(
-      expect.objectContaining({ id: "src-referenced", enabled: false }),
-    );
-  });
-
-  it("shows the KPI stat boxes when sources exist", async () => {
-    fetchSources.mockResolvedValue(RESPONSE);
+  it("shows the connections surface on the Connections tab", async () => {
     renderView();
     await screen.findByText("Claims intake");
-    expect(screen.getByText("portal.sources.kpi.total")).toBeInTheDocument();
+    fireEvent.click(screen.getByText("portal.sources.tabs.connections"));
+    // Empty connections list -> the connections empty state.
+    expect(
+      await screen.findByText("portal.connections.empty.title"),
+    ).toBeInTheDocument();
+    expect(fetchS3Connections).toHaveBeenCalled();
   });
 
-  it("hides the stat boxes and shows the connect CTA when empty", async () => {
+  it("hides the KPI strip and shows the empty state when only the editor exists", async () => {
     fetchSources.mockResolvedValue({
-      kpis: [
-        { value: 0, description: "" },
-        { value: 0, description: "" },
-        { value: 0, description: "" },
-      ],
-      sources: [],
+      kpis: RESPONSE.kpis,
+      sources: [RESPONSE.sources[0]],
     });
     renderView();
-    // The empty-state panel renders.
     expect(
       await screen.findByText("portal.sources.empty.title"),
     ).toBeInTheDocument();
-    // The KPI strip is gone: no stat-box labels over an empty page.
     expect(
       screen.queryByText("portal.sources.kpi.total"),
     ).not.toBeInTheDocument();

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

@@ -1,137 +1,49 @@
-import { useCallback, useEffect, useState } from "react";
-import { useSearchParams } from "react-router-dom";
 import { useTranslation } from "react-i18next";
-import { Banner, Button, EmptyState, Modal, Skeleton } from "@app/ui";
+import { useNavigate, useSearchParams } from "react-router-dom";
+import AddRoundedIcon from "@mui/icons-material/AddRounded";
+import { Button, EmptyState, Skeleton, Tabs } from "@app/ui";
 import { useAsync, useSectionFlags } from "@portal/hooks/useAsync";
 import { SourcesIcon } from "@portal/components/icons";
-import { errorMessage } from "@portal/api/http";
 import {
-  createSource,
-  deleteSource,
-  fetchSource,
-  fetchSourceDocCounts,
   fetchSources,
-  type Source,
   type SourcesResponse,
   type SourceView,
 } from "@portal/api/sources";
+import { VIEW_PATHS, toPortalPath } from "@portal/contexts/ViewContext";
 import { AgentBuilderAction } from "@portal/components/sources/AgentBuilderAction";
 import { KpiStrip } from "@portal/components/sources/KpiStrip";
 import { SourcesTable } from "@portal/components/sources/SourcesTable";
-import { SourceDetailCard } from "@portal/components/sources/SourceDetailCard";
-import { ConnectWizard } from "@portal/components/sources/ConnectWizard";
+import { ConnectionsTab } from "@portal/components/sources/ConnectionsTab";
 import "@portal/views/Sources.css";
 
+type SourcesTab = "sources" | "connections";
+
 export function Sources() {
   const { t } = useTranslation();
+  const navigate = useNavigate();
   const [searchParams, setSearchParams] = useSearchParams();
-  // Refetch after every mutation by bumping this counter, so the table reflects
-  // the in-memory store the handlers maintain (mirrors the Policies view).
-  const [version, setVersion] = useState(0);
-  const state = useAsync<SourcesResponse>(() => fetchSources(), [version]);
+  const activeTab: SourcesTab =
+    searchParams.get("tab") === "connections" ? "connections" : "sources";
+
+  const state = useAsync<SourcesResponse>(() => fetchSources(), []);
   const { data, loading } = state;
   const { isLoading } = useSectionFlags(state);
-  const refetch = useCallback(() => setVersion((v) => v + 1), []);
-
-  const [expandedId, setExpandedId] = useState<string | null>(null);
-  const [wizardOpen, setWizardOpen] = useState(false);
-  const [editingSource, setEditingSource] = useState<Source | null>(null);
-  const [mutating, setMutating] = useState(false);
-  const [pageError, setPageError] = useState<string | null>(null);
-  const [pendingDelete, setPendingDelete] = useState<SourceView | null>(null);
-  const [deleting, setDeleting] = useState(false);
-  const [deleteError, setDeleteError] = useState<string | null>(null);
 
   const sources = data?.sources ?? [];
-  const expanded = sources.find((s) => s.id === expandedId) ?? null;
-  // Empty once the fetch settles with no sources (or fails → no data). Gates
-  // both the KPI strip and the empty panel so no placeholder stat boxes sit
-  // above an empty page.
-  const showEmpty = !isLoading && sources.length === 0;
+  // The editor is a virtual row that's always present, so "empty" means no
+  // configured sources beyond it. Gates the KPI strip and empty panel.
+  const configuredCount = sources.filter((s) => s.type !== "editor").length;
+  const showEmpty = !isLoading && configuredCount === 0;
 
-  // The 30-day sparkline series lives off the list endpoint; fetch it for the one
-  // expanded row only (empty while collapsed, so no request fires).
-  const docSeriesState = useAsync<{ id: string; series: number[] }>(
-    () =>
-      expandedId
-        ? fetchSourceDocCounts(expandedId).then((series) => ({
-            id: expandedId,
-            series,
-          }))
-        : Promise.resolve({ id: "", series: [] }),
-    [expandedId],
-  );
-  const docSeries =
-    docSeriesState.data?.id === expandedId ? docSeriesState.data.series : [];
+  const openCreate = () => navigate(`${toPortalPath(VIEW_PATHS.sources)}/new`);
+  const openSource = (source: SourceView) =>
+    navigate(`${toPortalPath(VIEW_PATHS.sources)}/${source.id}`);
 
-  function openCreate() {
-    setEditingSource(null);
-    setWizardOpen(true);
-  }
-
-  // Arriving with ?new (e.g. from the pipeline builder's "connect a source" link) opens the
-  // create wizard straight away, then strips the flag so a refresh doesn't reopen it.
-  useEffect(() => {
-    if (searchParams.get("new") === null) return;
-    setEditingSource(null);
-    setWizardOpen(true);
+  function selectTab(tab: SourcesTab) {
     const next = new URLSearchParams(searchParams);
-    next.delete("new");
+    if (tab === "sources") next.delete("tab");
+    else next.set("tab", tab);
     setSearchParams(next, { replace: true });
-  }, [searchParams, setSearchParams]);
-
-  // Editing needs the raw source (config options), which the overview rows don't
-  // carry, so fetch it before opening the wizard prefilled.
-  async function openEdit(source: SourceView) {
-    if (mutating) return;
-    setPageError(null);
-    setMutating(true);
-    try {
-      setEditingSource(await fetchSource(source.id));
-      setWizardOpen(true);
-    } catch (e) {
-      setPageError(errorMessage(e));
-    } finally {
-      setMutating(false);
-    }
-  }
-
-  // Pause/resume: re-save the source with enabled flipped (same POST contract as
-  // edit). Fetch the raw record first so the full config round-trips intact.
-  async function togglePause(source: SourceView) {
-    if (mutating) return;
-    setPageError(null);
-    setMutating(true);
-    try {
-      const raw = await fetchSource(source.id);
-      await createSource({ ...raw, enabled: !raw.enabled });
-      refetch();
-    } catch (e) {
-      setPageError(errorMessage(e));
-    } finally {
-      setMutating(false);
-    }
-  }
-
-  function requestDelete(source: SourceView) {
-    setDeleteError(null);
-    setPendingDelete(source);
-  }
-
-  async function confirmDelete() {
-    if (!pendingDelete || deleting) return;
-    setDeleting(true);
-    setDeleteError(null);
-    try {
-      await deleteSource(pendingDelete.id);
-      setPendingDelete(null);
-      setExpandedId(null);
-      refetch();
-    } catch (e) {
-      setDeleteError(errorMessage(e));
-    } finally {
-      setDeleting(false);
-    }
   }
 
   return (
@@ -141,102 +53,67 @@ export function Sources() {
           <h1 className="portal-sources__title">{t("portal.sources.title")}</h1>
           <p className="portal-sources__sub">{t("portal.sources.subtitle")}</p>
         </div>
-        <div className="portal-sources__actions">
-          <AgentBuilderAction />
-          <Button onClick={openCreate} leftSection={<span aria-hidden>+</span>}>
-            {t("portal.sources.actions.connectSource")}
-          </Button>
-        </div>
-      </header>
-
-      {pageError && <Banner tone="danger" description={pageError} />}
-
-      {!showEmpty && <KpiStrip data={data} loading={loading} />}
-
-      {isLoading && (
-        <div className="portal-sources__table-skeleton" aria-hidden>
-          {Array.from({ length: 5 }).map((_, i) => (
-            <Skeleton key={i} height="3rem" />
-          ))}
-        </div>
-      )}
-
-      {showEmpty && (
-        <EmptyState
-          icon={<SourcesIcon size={28} />}
-          title={t("portal.sources.empty.title")}
-          description={t("portal.sources.empty.description")}
-          actions={
+        {activeTab === "sources" && (
+          <div className="portal-sources__actions">
+            <AgentBuilderAction />
             <Button
               onClick={openCreate}
-              leftSection={<span aria-hidden>+</span>}
+              leftSection={<AddRoundedIcon style={{ fontSize: "1.125rem" }} />}
             >
               {t("portal.sources.actions.connectSource")}
             </Button>
-          }
-        />
-      )}
+          </div>
+        )}
+      </header>
 
-      {!isLoading && sources.length > 0 && (
-        <SourcesTable
-          sources={sources}
-          expandedId={expandedId}
-          onRowClick={(s) =>
-            setExpandedId((cur) => (cur === s.id ? null : s.id))
-          }
-        />
-      )}
-
-      {expanded && (
-        <SourceDetailCard
-          source={expanded}
-          docSeries={docSeries}
-          onClose={() => setExpandedId(null)}
-          onEdit={openEdit}
-          onTogglePause={togglePause}
-          onDelete={requestDelete}
-          busy={mutating}
-        />
-      )}
-
-      <ConnectWizard
-        open={wizardOpen}
-        source={editingSource ?? undefined}
-        onClose={() => setWizardOpen(false)}
-        onCreated={refetch}
+      <Tabs<SourcesTab>
+        variant="underline"
+        ariaLabel={t("portal.sources.title")}
+        activeKey={activeTab}
+        onChange={selectTab}
+        items={[
+          { key: "sources", label: t("portal.sources.tabs.sources") },
+          { key: "connections", label: t("portal.sources.tabs.connections") },
+        ]}
       />
 
-      <Modal
-        open={pendingDelete !== null}
-        onClose={() => !deleting && setPendingDelete(null)}
-        width="sm"
-        title={t("portal.sources.delete.title")}
-        footer={
-          <div className="portal-sources__wizard-footer">
-            <Button
-              variant="tertiary"
-              size="sm"
-              disabled={deleting}
-              onClick={() => setPendingDelete(null)}
-            >
-              {t("portal.sources.delete.cancel")}
-            </Button>
-            <Button
-              size="sm"
-              accent="danger"
-              loading={deleting}
-              onClick={confirmDelete}
-            >
-              {t("portal.sources.delete.confirm")}
-            </Button>
-          </div>
-        }
-      >
-        <p>
-          {t("portal.sources.delete.body", { name: pendingDelete?.name ?? "" })}
-        </p>
-        {deleteError && <Banner tone="danger" description={deleteError} />}
-      </Modal>
+      {activeTab === "connections" ? (
+        <ConnectionsTab />
+      ) : (
+        <>
+          {!showEmpty && <KpiStrip data={data} loading={loading} />}
+
+          {isLoading && (
+            <div className="portal-sources__table-skeleton" aria-hidden>
+              {Array.from({ length: 5 }).map((_, i) => (
+                <Skeleton key={i} height="3rem" />
+              ))}
+            </div>
+          )}
+
+          {showEmpty && (
+            <EmptyState
+              icon={<SourcesIcon size={28} />}
+              title={t("portal.sources.empty.title")}
+              description={t("portal.sources.empty.description")}
+              actions={
+                <Button
+                  onClick={openCreate}
+                  leftSection={
+                    <AddRoundedIcon style={{ fontSize: "1.125rem" }} />
+                  }
+                >
+                  {t("portal.sources.actions.connectSource")}
+                </Button>
+              }
+            />
+          )}
+
+          {!isLoading && sources.length > 0 && (
+            <SourcesTable sources={sources} onRowClick={openSource} />
+          )}
+        </>
+      )}
     </div>
   );
 }

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

@@ -396,7 +396,7 @@
   white-space: nowrap;
 }
 .portal-users__row-role {
-  width: 148px;
+  width: 12.5rem;
   flex-shrink: 0;
 }
 

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

@@ -48,7 +48,7 @@ const FREE_LICENSE_INFO: LicenseInfo = {
 
 const BASE_NO_LOGIN_CONFIG: AppConfig = {
   enableAnalytics: true,
-  appVersion: "2.14.1",
+  appVersion: "2.14.2",
   serverCertificateEnabled: false,
   enableAlphaFunctionality: false,
   enableDesktopInstallSlide: true,

testing/compose/docker-compose-multinode.yml

@@ -0,0 +1,225 @@
+# Multi-node Stirling-PDF processor test stack: shared Postgres/MinIO/Valkey behind an nginx LB fronting N app nodes, with enterprise features unlocked via a local test licence key.
+# Bring up: ./start-multinode-test.sh   Validate: ./validate-multinode-test.sh   Access: http://localhost:8080 (admin / stirling)
+
+x-stirling-node: &stirling-node
+  build:
+    context: ../..
+    dockerfile: docker/embedded/Dockerfile
+  image: stirling-pdf-multinode:local
+  restart: unless-stopped
+  depends_on:
+    postgres:
+      condition: service_healthy
+    valkey:
+      condition: service_healthy
+    minio-init:
+      condition: service_completed_successfully
+  deploy:
+    resources:
+      limits:
+        memory: 4G
+  healthcheck:
+    test: ["CMD-SHELL", "curl -fsS http://localhost:8080/api/v1/info/status | grep -q UP"]
+    interval: 10s
+    timeout: 10s
+    retries: 30
+    start_period: 90s
+  environment: &stirling-env
+    # --- Licensing: unlock pro/enterprise (custom DB + cluster mode) ---
+    # Cluster mode is licence-gated - set PREMIUM_KEY (locally: export PREMIUM_KEY=...; CI: the PREMIUM_KEY_ENTERPRISE secret); the default below is a non-functional placeholder, never a real key.
+    PREMIUM_ENABLED: "true"
+    PREMIUM_KEY: "${PREMIUM_KEY:-00000000-0000-0000-0000-000000000000}"
+    DISABLE_ADDITIONAL_FEATURES: "false"
+
+    # --- Login + teams ---
+    DOCKER_ENABLE_SECURITY: "true"
+    SECURITY_ENABLELOGIN: "true"
+    SECURITY_INITIALLOGIN_USERNAME: "admin"
+    SECURITY_INITIALLOGIN_PASSWORD: "stirling"
+    # Global API key: lets the seed/validate scripts call admin APIs without a login flow.
+    SECURITY_CUSTOMGLOBALAPIKEY: "multinode-test-key"
+
+    # --- Shared Postgres (the single DB every node coordinates through) ---
+    # enableCustomDatabase is an enterprise feature, unlocked by PREMIUM_* above.
+    SYSTEM_DATASOURCE_ENABLECUSTOMDATABASE: "true"
+    SYSTEM_DATASOURCE_TYPE: "postgresql"
+    SYSTEM_DATASOURCE_HOSTNAME: "postgres"
+    SYSTEM_DATASOURCE_PORT: "5432"
+    SYSTEM_DATASOURCE_NAME: "stirling"
+    SYSTEM_DATASOURCE_USERNAME: "stirling"
+    SYSTEM_DATASOURCE_PASSWORD: "stirling"
+    # User.settings has no @Lob annotation - with one, Postgres treats it as a large object and every login 500s ("Large Objects may not be used in auto-commit mode"); see multinode/README.md.
+
+    # --- Shared object storage (persistent user uploads + share/store feature) ---
+    STORAGE_ENABLED: "true"
+    STORAGE_PROVIDER: "s3"
+    STORAGE_S3_ENDPOINT: "http://minio:9000"
+    STORAGE_S3_BUCKET: "stirling-storage"
+    STORAGE_S3_REGION: "us-east-1"
+    STORAGE_S3_ACCESSKEY: "minioadmin"
+    STORAGE_S3_SECRETKEY: "minioadmin"
+    STORAGE_S3_PATHSTYLEACCESS: "true"
+    STORAGE_S3_ALLOWPRIVATEENDPOINTS: "true"
+
+    # --- Cluster mode: Valkey backplane + shared S3 job-artifact store ---
+    # artifactStore=s3 is REQUIRED for multi-node (transient job artifacts must be shared).
+    CLUSTER_ENABLED: "true"
+    CLUSTER_BACKPLANE: "valkey"
+    CLUSTER_ARTIFACTSTORE: "s3"
+    CLUSTER_VALKEY_URL: "redis://valkey:6379"
+    # SPRING_DATA_REDIS_REPOSITORIES_ENABLED is not needed: DataRedisRepositoriesAutoConfiguration is excluded (see application.properties, multinode/README.md).
+
+    # --- Shared credential-encryption key (REQUIRED in cluster mode) ---
+    # AES-256 key that encrypts stored integration/S3 secrets - must match on every node or secrets encrypted on one can't decrypt on another; boot fails if unset with cluster.enabled=true (test-only value; JWT keys persist separately in the shared DB).
+    STIRLING_CREDENTIAL_ENCRYPTION_KEY: "dMobekyUEnEV7WHBah2FkbboP4Coqifd3JRXB00LiIY="
+
+    # --- Policy / processor subsystem (the thing under test) ---
+    POLICIES_ENABLED: "true"
+    # Let policy S3 sources/webhook-staging connections point at the in-cluster MinIO.
+    POLICIES_ALLOWPRIVATES3ENDPOINTS: "true"
+
+    # --- Misc features on ---
+    METRICS_ENABLED: "true"
+    SYSTEM_DEFAULTLOCALE: "en-US"
+    SYSTEM_MAXFILESIZE: "100"
+    UI_APPNAME: "Stirling-PDF Multi-Node"
+    UI_APPNAMENAVBAR: "Stirling Multi-Node"
+  networks:
+    - stirling-multinode
+
+services:
+  # ---- Shared Postgres: the single DB all nodes coordinate through ----------
+  postgres:
+    image: postgres:17-alpine
+    container_name: multinode-postgres
+    environment:
+      POSTGRES_USER: stirling
+      POSTGRES_PASSWORD: stirling
+      POSTGRES_DB: stirling
+    ports:
+      - "5434:5432" # host access for inspection (psql -h localhost -p 5434 -U stirling)
+    volumes:
+      - postgres-data:/var/lib/postgresql/data
+    healthcheck:
+      test: ["CMD-SHELL", "pg_isready -U stirling -d stirling"]
+      interval: 3s
+      timeout: 5s
+      retries: 30
+    networks:
+      - stirling-multinode
+
+  # ---- Valkey: cluster backplane (shared job state / rate limiting) ---------
+  valkey:
+    image: valkey/valkey:8-alpine
+    container_name: multinode-valkey
+    command: ["valkey-server", "--save", "", "--appendonly", "no"]
+    healthcheck:
+      test: ["CMD-SHELL", "valkey-cli ping | grep -q PONG"]
+      interval: 3s
+      timeout: 5s
+      retries: 30
+    networks:
+      - stirling-multinode
+
+  # ---- MinIO: shared S3 (platform storage + policy connections + webhook staging) ----
+  minio:
+    image: minio/minio:latest
+    container_name: multinode-minio
+    command: ["server", "/data", "--console-address", ":9001"]
+    environment:
+      MINIO_ROOT_USER: minioadmin
+      MINIO_ROOT_PASSWORD: minioadmin
+    ports:
+      - "9000:9000" # S3 API
+      - "9001:9001" # web console (minioadmin / minioadmin)
+    volumes:
+      - minio-data:/data
+    healthcheck:
+      test: ["CMD-SHELL", "mc ready local || exit 1"]
+      interval: 5s
+      timeout: 5s
+      retries: 30
+    networks:
+      - stirling-multinode
+
+  # ---- One-shot: create the buckets the stack needs -------------------------
+  minio-init:
+    image: minio/mc:latest
+    container_name: multinode-minio-init
+    depends_on:
+      minio:
+        condition: service_healthy
+    entrypoint: >
+      /bin/sh -c "
+      mc alias set local http://minio:9000 minioadmin minioadmin &&
+      mc mb --ignore-existing local/stirling-storage &&
+      mc mb --ignore-existing local/policy-data &&
+      echo 'buckets ready: stirling-storage, policy-data'
+      "
+    networks:
+      - stirling-multinode
+
+  # ---- App node 1 -----------------------------------------------------------
+  stirling-1:
+    <<: *stirling-node
+    container_name: multinode-stirling-1
+    environment:
+      <<: *stirling-env
+      SYSTEM_NODEID: "node-1"
+
+  # ---- App node 2 -----------------------------------------------------------
+  # No ordering vs node-1 needed - each node mints its own signing key at boot and publishes the public half to the shared DB, so both verify each other's tokens.
+  stirling-2:
+    <<: *stirling-node
+    container_name: multinode-stirling-2
+    environment:
+      <<: *stirling-env
+      SYSTEM_NODEID: "node-2"
+
+  # ---- One-shot seeder: teams, ~40 users, S3 connection, policies -----------
+  # Profile-gated so plain `docker compose up` skips it; the start script runs it once, using postgres:alpine for psql with curl+jq added for the HTTP calls.
+  seed:
+    image: postgres:17-alpine
+    container_name: multinode-seed
+    profiles: ["seed"]
+    depends_on:
+      stirling-1:
+        condition: service_healthy
+      stirling-2:
+        condition: service_healthy
+    environment:
+      BASE_URL: "http://nginx:8080"
+      PGHOST: "postgres"
+      PGUSER: "stirling"
+      PGPASSWORD: "stirling"
+      PGDATABASE: "stirling"
+      USER_COUNT: "40"
+    volumes:
+      - ./multinode/seed.sh:/seed.sh:ro
+    entrypoint: ["/bin/sh", "-c", "apk add --no-cache curl jq >/dev/null && sh /seed.sh"]
+    networks:
+      - stirling-multinode
+
+  # ---- nginx load balancer: single entrypoint round-robining the nodes ------
+  nginx:
+    image: nginx:1.27-alpine
+    container_name: multinode-nginx
+    depends_on:
+      stirling-1:
+        condition: service_healthy
+      stirling-2:
+        condition: service_healthy
+    ports:
+      - "8080:8080"
+    volumes:
+      - ./multinode/nginx.conf:/etc/nginx/nginx.conf:ro
+    networks:
+      - stirling-multinode
+
+networks:
+  stirling-multinode:
+    driver: bridge
+
+volumes:
+  postgres-data:
+  minio-data:

testing/compose/multinode/nginx.conf

@@ -0,0 +1,49 @@
+worker_processes 1;
+events { worker_connections 1024; }
+
+http {
+    # Round-robin across the app nodes. Add a node here to scale out.
+    # max_fails=1 marks a node down after a single failure so a dead node drains fast.
+    upstream stirling_nodes {
+        server stirling-1:8080 max_fails=1 fail_timeout=10s;
+        server stirling-2:8080 max_fails=1 fail_timeout=10s;
+    }
+
+    # Large uploads (SYSTEM_MAXFILESIZE=100MB) plus headroom.
+    client_max_body_size 200m;
+
+    map $http_upgrade $connection_upgrade {
+        default upgrade;
+        ''      close;
+    }
+
+    server {
+        listen 8080;
+
+        location / {
+            proxy_pass http://stirling_nodes;
+
+            # Graceful failover: retries the other node only on connection-level failures (unreachable/timeout), never on 5xx, so a POST a node already started is never re-sent.
+            proxy_next_upstream error timeout;
+            proxy_next_upstream_tries 2;
+            proxy_connect_timeout 3s;
+
+            proxy_set_header Host              $host;
+            proxy_set_header X-Real-IP         $remote_addr;
+            proxy_set_header X-Forwarded-For   $proxy_add_x_forwarded_for;
+            proxy_set_header X-Forwarded-Proto $scheme;
+
+            # WebSocket / SSE upgrade support (policy run streaming).
+            proxy_http_version 1.1;
+            proxy_set_header Upgrade    $http_upgrade;
+            proxy_set_header Connection $connection_upgrade;
+
+            # Stream server-sent events straight through, don't buffer.
+            proxy_buffering off;
+            proxy_read_timeout 3600s;
+
+            # Surface which app node served the request, so the validate script can prove the LB is spreading load.
+            add_header X-Served-By $upstream_addr always;
+        }
+    }
+}

testing/compose/multinode/seed.sh

@@ -0,0 +1,140 @@
+#!/bin/sh
+# Seeds a running multi-node stack: 4 teams, ~40 users, an S3 connection, a scheduled S3 policy, and a webhook source if the build supports it.
+# Auth uses the Bearer JWT from the login response body (not a cookie) since the global API key can't create teams.
+# Idempotent-ish: re-running skips existing teams/users; each step is best-effort and logs failures without aborting.
+set -u
+
+BASE_URL="${BASE_URL:-http://localhost:8080}"
+ADMIN_USER="${ADMIN_USER:-admin}"
+ADMIN_PASS="${ADMIN_PASS:-stirling}"
+USER_COUNT="${USER_COUNT:-40}"
+USER_PASS="${USER_PASS:-Password123!}"
+PGHOST="${PGHOST:-postgres}"
+PGUSER="${PGUSER:-stirling}"
+PGPASSWORD="${PGPASSWORD:-stirling}"
+PGDATABASE="${PGDATABASE:-stirling}"
+export PGPASSWORD
+
+TEAMS="Engineering Finance Legal Operations"
+
+log()   { echo "[seed] $*"; }
+psqlq() { psql -h "$PGHOST" -U "$PGUSER" -d "$PGDATABASE" -tAc "$1" 2>/dev/null | tr -d '[:space:]'; }
+
+# --- wait for the load balancer to serve a healthy app -----------------------
+log "waiting for $BASE_URL ..."
+i=0
+until curl -fsS "$BASE_URL/api/v1/info/status" 2>/dev/null | grep -q UP; do
+  i=$((i+1)); [ "$i" -gt 120 ] && { log "timed out waiting for API"; exit 1; }
+  sleep 3
+done
+log "API is up"
+
+# --- admin login -> Bearer token ---------------------------------------------
+code=$(curl -sS -o /tmp/login.json -w '%{http_code}' \
+  -X POST "$BASE_URL/api/v1/auth/login" \
+  -H 'Content-Type: application/json' \
+  -d "{\"username\":\"$ADMIN_USER\",\"password\":\"$ADMIN_PASS\"}")
+log "admin login: HTTP $code"
+[ "$code" = "200" ] || { log "login failed: $(cat /tmp/login.json)"; exit 1; }
+TOKEN=$(jq -r '.session.access_token' </tmp/login.json)
+[ -n "$TOKEN" ] && [ "$TOKEN" != "null" ] || { log "no access_token in login response"; exit 1; }
+
+auth() { curl -sS -H "Authorization: Bearer $TOKEN" "$@"; }
+
+# --- teams -------------------------------------------------------------------
+for t in $TEAMS; do
+  code=$(auth -o /dev/null -w '%{http_code}' -X POST "$BASE_URL/api/v1/team/create" \
+    --data-urlencode "name=$t")
+  log "team '$t': HTTP $code"
+done
+
+# Resolve team ids from the DB (no admin list endpoint self-hosted).
+seed_team_ids=""
+for t in $TEAMS; do
+  id=$(psqlq "select team_id from teams where name='$t' limit 1")
+  [ -n "$id" ] && seed_team_ids="$seed_team_ids $id"
+done
+set -- $seed_team_ids
+team_count=$#
+log "seedable team ids:$seed_team_ids (count=$team_count)"
+
+# --- users: spread across teams, first two are admins ------------------------
+created=0; failed=0
+n=1
+while [ "$n" -le "$USER_COUNT" ]; do
+  uname=$(printf "user%02d@stirling.test" "$n")
+  role="ROLE_USER"; [ "$n" -le 2 ] && role="ROLE_ADMIN"
+  team_id=""
+  if [ "$team_count" -gt 0 ]; then
+    idx=$(( (n % team_count) + 1 )); team_id=$(eval echo "\${$idx}")
+  fi
+  code=$(auth -o /tmp/user.json -w '%{http_code}' -X POST "$BASE_URL/api/v1/user/admin/saveUser" \
+    --data-urlencode "username=$uname" \
+    --data-urlencode "password=$USER_PASS" \
+    --data-urlencode "role=$role" \
+    ${team_id:+--data-urlencode "teamId=$team_id"} \
+    --data-urlencode "authType=WEB" \
+    --data-urlencode "forceChange=false")
+  case "$code" in
+    200|201) created=$((created+1));;
+    409)     log "user $uname already exists";;
+    *)       failed=$((failed+1)); [ "$failed" -le 3 ] && log "user $uname failed HTTP $code: $(cat /tmp/user.json)";;
+  esac
+  n=$((n+1))
+done
+log "users created: $created (failed: $failed, requested: $USER_COUNT)"
+
+# --- S3 connection -> the in-cluster MinIO 'policy-data' bucket ---------------
+conn_body=$(cat <<JSON
+{"integrationType":"S3","name":"MinIO policy bucket","scope":"SERVER","enabled":true,"locked":false,"defaultAccess":"ORG_ALL",
+ "config":{"bucket":"policy-data","region":"us-east-1","endpoint":"http://minio:9000","accessKeyId":"minioadmin","secretAccessKey":"minioadmin","pathStyleAccess":true}}
+JSON
+)
+conn_id=$(auth -X POST "$BASE_URL/api/v1/integrations" -H 'Content-Type: application/json' -d "$conn_body" \
+  | jq -r '.id // empty' 2>/dev/null)
+log "S3 connection id: ${conn_id:-<none>}"
+
+# --- a scheduled S3 -> compress -> S3 policy ---------------------------------
+if [ -n "${conn_id:-}" ]; then
+  src_body=$(cat <<JSON
+{"name":"Incoming S3","type":"s3","enabled":true,
+ "options":{"connectionId":$conn_id,"prefix":"incoming/","mode":"consume"}}
+JSON
+)
+  src_id=$(auth -X POST "$BASE_URL/api/v1/sources" -H 'Content-Type: application/json' -d "$src_body" \
+    | jq -r '.id // empty' 2>/dev/null)
+  log "S3 source id: ${src_id:-<none>}"
+
+  if [ -n "${src_id:-}" ]; then
+    pol_body=$(cat <<JSON
+{"name":"Compress incoming PDFs","enabled":true,
+ "trigger":{"type":"schedule","options":{"schedule":{"type":"every","count":5,"unit":"MINUTES"}}},
+ "sourceIds":["$src_id"],
+ "steps":[{"operation":"/api/v1/misc/compress-pdf","parameters":{}}],
+ "output":{"type":"s3","options":{"connectionId":$conn_id,"prefix":"processed/"}}}
+JSON
+)
+    code=$(auth -o /tmp/pol.json -w '%{http_code}' -X POST "$BASE_URL/api/v1/policies" \
+      -H 'Content-Type: application/json' -d "$pol_body")
+    log "policy create: HTTP $code $( [ "$code" != 200 ] && head -c 160 /tmp/pol.json )"
+  fi
+
+  # --- webhook source + policy (only if this build has the webhook type) -----
+  wh_body=$(cat <<JSON
+{"name":"Partner webhook","type":"webhook","enabled":true,
+ "options":{"connectionId":$conn_id,"mode":"consume"}}
+JSON
+)
+  wh=$(auth -o /tmp/wh.json -w '%{http_code}' -X POST "$BASE_URL/api/v1/sources" \
+    -H 'Content-Type: application/json' -d "$wh_body")
+  if [ "$wh" = "200" ] || [ "$wh" = "201" ]; then
+    wh_url=$(jq -r '.options.webhookId // empty' </tmp/wh.json 2>/dev/null)
+    log "webhook source created (deliver to /api/v1/webhooks/$wh_url)"
+  else
+    log "webhook source not created (HTTP $wh) - expected on builds without the webhook branch"
+  fi
+fi
+
+log "seed complete."
+log "  login: $ADMIN_USER / $ADMIN_PASS at $BASE_URL"
+log "  users: user01..$(printf '%02d' "$USER_COUNT")@stirling.test / $USER_PASS"

testing/compose/run-multinode-regression.sh

@@ -0,0 +1,69 @@
+#!/usr/bin/env bash
+# Runs the multi-node regression suite (behave features/multinode) against the clustered stack: brings it up if needed, runs non-destructive scenarios then @destructive failover ones, and restores any killed node.
+# Usage: ./run-multinode-regression.sh [--no-failover] [--no-seed]
+# @known_gap scenarios are expected to fail - they mark work not yet done, so a non-zero exit is fine while those are open.
+set -uo pipefail
+cd "$(dirname "$0")"
+
+COMPOSE="docker compose -f docker-compose-multinode.yml"
+CUKE_DIR="../cucumber"
+RUN_FAILOVER=1
+SEED=1
+for arg in "$@"; do
+  case "$arg" in
+    --no-failover) RUN_FAILOVER=0 ;;
+    --no-seed)     SEED=0 ;;
+  esac
+done
+
+echo "==> Ensuring the multi-node stack is up..."
+if ! docker inspect -f '{{.State.Health.Status}}' multinode-stirling-1 2>/dev/null | grep -q healthy; then
+  ./start-multinode-test.sh $([ "$SEED" = 0 ] && echo --no-seed) || exit 1
+elif [ "$SEED" = 1 ]; then
+  echo "    stack already up; seeding (idempotent)..."
+  $COMPOSE --profile seed run --rm seed >/dev/null 2>&1 || echo "    (seed reported issues, continuing)"
+fi
+
+echo "==> Checking Python + behave..."
+PY="${PYTHON:-python}"
+command -v "$PY" >/dev/null || PY=python3
+if ! "$PY" -c "import behave" 2>/dev/null; then
+  echo "    installing test deps..."
+  "$PY" -m pip install -q -r "$CUKE_DIR/requirements.txt" || {
+    echo "    could not install behave; install $CUKE_DIR/requirements.txt manually"; exit 1; }
+fi
+
+REPORT_DIR="$(pwd)/multinode/regression-report"
+mkdir -p "$REPORT_DIR"
+
+run_behave() { # $1=tags  $2=label
+  echo "==> behave features/multinode --tags='$1'  ($2)"
+  # behave.ini excludes features/multinode by default; -e here overrides that while still excluding the licence-gated enterprise suite.
+  ( cd "$CUKE_DIR" && "$PY" -m behave features/multinode -e "features/enterprise" \
+      --tags="$1" --no-capture --format plain --format html --outfile "$REPORT_DIR/$2.html" )
+  return $?
+}
+
+rc=0
+run_behave "~@destructive" "core" || rc=1
+
+if [ "$RUN_FAILOVER" = 1 ]; then
+  run_behave "@destructive" "failover" || rc=1
+  echo "==> Restoring any killed nodes..."
+  $COMPOSE up -d >/dev/null 2>&1
+  for n in multinode-stirling-1 multinode-stirling-2; do
+    for i in $(seq 1 24); do
+      [ "$(docker inspect -f '{{.State.Health.Status}}' "$n" 2>/dev/null)" = "healthy" ] && break
+      sleep 5
+    done
+  done
+fi
+
+echo
+echo "============================================================"
+echo " Regression run complete. Reports: $REPORT_DIR"
+echo " Exit $rc (non-zero = at least one scenario failed;"
+echo " @known_gap scenarios are expected to fail - see the report)."
+echo " Stack left running: http://localhost:8080  (admin / stirling)"
+echo "============================================================"
+exit $rc

testing/compose/start-multinode-test.sh

@@ -0,0 +1,65 @@
+#!/usr/bin/env bash
+# Brings up the multi-node stack (Postgres/Valkey/MinIO/2 app nodes/nginx LB), seeds teams/users/an S3 connection/policies, then leaves it running for manual testing.
+# Usage: ./start-multinode-test.sh [--no-seed | --down]
+set -euo pipefail
+cd "$(dirname "$0")"
+
+COMPOSE="docker compose -f docker-compose-multinode.yml"
+
+if [ "${1:-}" = "--down" ]; then
+  echo "Tearing down multi-node stack + volumes..."
+  $COMPOSE --profile seed down -v --remove-orphans
+  exit 0
+fi
+
+SEED=1
+[ "${1:-}" = "--no-seed" ] && SEED=0
+
+# Cluster mode is licence-gated. Without a valid key the nodes fail the cluster licence gate at boot.
+if [ -z "${PREMIUM_KEY:-}" ]; then
+  echo "WARNING: PREMIUM_KEY is not set - cluster mode needs a valid enterprise/pro licence key."
+  echo "         Run:  export PREMIUM_KEY=<your test licence key>   before starting."
+fi
+
+echo "==> Building the Stirling image (first run compiles the app; be patient)..."
+$COMPOSE build
+
+echo "==> Starting Postgres + Valkey + MinIO + 2 app nodes + nginx..."
+$COMPOSE up -d
+
+echo "==> Waiting for both app nodes to report healthy..."
+for node in multinode-stirling-1 multinode-stirling-2; do
+  for i in $(seq 1 60); do
+    status=$(docker inspect -f '{{.State.Health.Status}}' "$node" 2>/dev/null || echo "starting")
+    [ "$status" = "healthy" ] && { echo "    $node: healthy"; break; }
+    [ "$i" = "60" ] && { echo "    $node did not become healthy; see: $COMPOSE logs $node"; exit 1; }
+    sleep 5
+  done
+done
+
+if [ "$SEED" = "1" ]; then
+  echo "==> Seeding teams / users / S3 connection / policies..."
+  $COMPOSE --profile seed run --rm seed || echo "    (seed reported issues; check output above)"
+fi
+
+cat <<EOF
+
+============================================================================
+ Multi-node Stirling is UP.
+
+   App (via load balancer): http://localhost:8080     (admin / stirling)
+   MinIO console:           http://localhost:9001     (minioadmin / minioadmin)
+   Postgres:                localhost:5434            (stirling / stirling, db 'stirling')
+
+   Seeded users:            user01..user40@stirling.test / Password123!
+   Global API key:          multinode-test-key   (header: X-API-KEY)
+
+ Try it:
+   ./validate-multinode-test.sh        # multi-node smoke tests (optional)
+   $COMPOSE logs -f stirling-1         # tail a node
+   ./start-multinode-test.sh --down    # stop + wipe
+
+ Nodes are reachable directly for cross-node checks:
+   docker compose -f docker-compose-multinode.yml exec stirling-1 curl -s localhost:8080/api/v1/info/status
+============================================================================
+EOF

testing/compose/validate-multinode-test.sh

@@ -0,0 +1,81 @@
+#!/usr/bin/env bash
+# Multi-node smoke tests against a running stack (start-multinode-test.sh): load-balancer spread, cross-node JWT validation (signing keys persist in the shared DB), and processor state visible from every node.
+# Auth: extracts the Bearer JWT from the login body via sed (no jq needed host-side) and hits nodes directly with docker exec.
+# Non-destructive - safe to re-run against the stack at http://localhost:8080.
+set -uo pipefail
+cd "$(dirname "$0")"
+
+LB="http://localhost:8080"
+ADMIN_USER="admin"; ADMIN_PASS="stirling"
+NODES="multinode-stirling-1 multinode-stirling-2"
+# An authed, admin-visible endpoint that returns 200 with a valid token, 401 without.
+PROBE="/api/v1/sources"
+pass=0; fail=0
+ok()   { echo "  PASS - $*"; pass=$((pass+1)); }
+bad()  { echo "  FAIL - $*"; fail=$((fail+1)); }
+
+login() { # -> prints the bearer token
+  curl -s -X POST "$LB/api/v1/auth/login" -H 'Content-Type: application/json' \
+    -d "{\"username\":\"$ADMIN_USER\",\"password\":\"$ADMIN_PASS\"}" \
+    | sed -n 's/.*"access_token":"\([^"]*\)".*/\1/p'
+}
+
+echo "== 1. Load balancer spreads requests across nodes =="
+served=$(for i in $(seq 1 12); do
+  curl -s -D - -o /dev/null "$LB/api/v1/info/status" | tr -d '\r' | awk -F': ' '/^X-Served-By/{print $2}'
+done | sort -u)
+distinct=$(printf '%s\n' "$served" | grep -c .)
+echo "  upstreams seen: $(printf '%s' "$served" | paste -sd, -)"
+[ "$distinct" -ge 2 ] && ok "LB round-robined across $distinct nodes" \
+                       || bad "only $distinct node(s) served (expected >=2; is X-Served-By enabled?)"
+
+echo "== 2. A JWT from the LB is accepted by BOTH nodes directly (shared signing key) =="
+jwt=$(login)
+if [ -z "$jwt" ]; then
+  bad "admin login via LB failed - cannot test cross-node JWT"
+else
+  ok "logged in via LB, got a JWT (${#jwt} chars)"
+  for n in $NODES; do
+    hc=$(docker exec "$n" curl -s -o /dev/null -w '%{http_code}' \
+        -H "Authorization: Bearer $jwt" "http://localhost:8080$PROBE" 2>/dev/null)
+    [ "$hc" = "200" ] && ok "$n accepted the foreign-minted JWT (HTTP 200)" \
+                       || bad "$n rejected the JWT (HTTP $hc) - keys not shared across nodes"
+  done
+fi
+
+echo "== 3. Processor state is shared: each node sees the same sources =="
+count_of() { # $1=node -> number of sources that node reports
+  docker exec "$1" curl -s -H "Authorization: Bearer $jwt" "http://localhost:8080$PROBE" 2>/dev/null \
+    | grep -o '"id"' | grep -c .
+}
+a=$(count_of multinode-stirling-1); b=$(count_of multinode-stirling-2)
+echo "  stirling-1 sources: $a   stirling-2 sources: $b"
+if [ "$a" -gt 0 ] && [ "$a" = "$b" ]; then
+  ok "both nodes report the same $a sources (shared DB)"
+else
+  bad "source counts differ or zero across nodes ($a vs $b)"
+fi
+
+echo "== 4. Seeded org is in the shared DB =="
+users=$(docker exec multinode-postgres psql -U stirling -d stirling -tAc "select count(*) from users" 2>/dev/null | tr -d '[:space:]')
+teams=$(docker exec multinode-postgres psql -U stirling -d stirling -tAc "select count(*) from teams" 2>/dev/null | tr -d '[:space:]')
+conns=$(docker exec multinode-postgres psql -U stirling -d stirling -tAc "select count(*) from integration_configs" 2>/dev/null | tr -d '[:space:]')
+echo "  users=$users teams=$teams integration_configs=$conns"
+[ "${users:-0}" -ge 40 ] && ok "$users users present" || bad "only ${users:-0} users (did the seed run?)"
+[ "${conns:-0}" -ge 1 ]  && ok "$conns S3/integration connection(s) present" || bad "no integration connections"
+
+echo "== 5. Cross-node encrypted-secret read (shared credential key) =="
+# The seed's S3 secret was encrypted by whichever node handled it; fetching it via the LB (either node) and getting a masked, non-error view proves the credential key is shared, not per-node.
+lc=$(curl -s -o /tmp/mn_conns.json -w '%{http_code}' -H "Authorization: Bearer $jwt" "$LB/api/v1/integrations")
+if [ "$lc" = "200" ] && grep -q '"integrationType"' /tmp/mn_conns.json; then
+  ok "integration list decrypts through the LB (HTTP 200) - credential key is shared"
+else
+  bad "integration list failed (HTTP $lc) - credential key may not be shared across nodes"
+fi
+
+echo
+echo "============================================================"
+echo " Multi-node validation: $pass passed, $fail failed."
+echo " Stack left running: $LB  (admin / stirling)"
+echo "============================================================"
+[ "$fail" -eq 0 ]

testing/cucumber/behave.ini

@@ -1,9 +1,5 @@
 [behave]
-# Enterprise and premium-licensed features live in features/enterprise/.
-# They are excluded from the default CI run because the test environment
-# does not have a commercial licence.  To run them explicitly:
-#
-#   python -m behave features/enterprise
-#
-exclude_re = features/enterprise
+# features/enterprise (needs a commercial licence) and features/multinode (needs the clustered stack in testing/compose/docker-compose-multinode.yml) are excluded by default.
+# Run either directly, e.g. `python -m behave features/enterprise`.
+exclude_re = features/(enterprise|multinode)
 tags = ~@manual

testing/cucumber/features/multinode/cluster_health.feature

@@ -0,0 +1,18 @@
+@multinode @health
+Feature: Multi-node cluster health
+
+    Every node must come up healthy and join the shared Valkey backplane - the precondition for the rest of the suite (stack: testing/compose/docker-compose-multinode.yml).
+
+    @smoke
+    Scenario: Both application nodes are healthy
+        Given the multi-node stack is running
+
+    @smoke
+    Scenario: Both nodes joined the Valkey backplane in cluster mode
+        Given the multi-node stack is running
+        And both nodes are cluster members using the Valkey backplane
+
+    Scenario: The load balancer answers the health endpoint
+        Given the multi-node stack is running
+        When I request "/api/v1/info/status" 4 times through the load balancer
+        Then every load-balanced response should be 200

testing/cucumber/features/multinode/connections.feature

@@ -0,0 +1,12 @@
+@multinode @connections
+Feature: S3 connections across nodes
+
+    Integration connections are team-scoped, secret-encrypted rows in the shared DB - a connection created via the LB must resolve (secret masked) from every node and deletion must remove it cluster-wide.
+
+    Scenario: A connection created via the LB resolves everywhere, then deletes cluster-wide
+        Given the multi-node stack is running
+        And I am logged in as admin
+        When I create an S3 connection named "regr_conn_alpha" via the load balancer
+        Then the connection "regr_conn_alpha" should resolve from every node with its secret masked
+        When I delete the connection via the load balancer
+        Then the connection should be gone from every node

testing/cucumber/features/multinode/cross_node_auth.feature

@@ -0,0 +1,14 @@
+@multinode @auth
+Feature: Cross-node authentication
+
+    JWTs are signed RS256 and verified by key id, so the signing keys (stored in the shared DB, private half encrypted) must be shared for a token minted on one node to validate on another.
+
+    Scenario: A token minted through the LB validates on every node directly
+        Given the multi-node stack is running
+        And I am logged in as admin
+        Then the current token should be accepted by every node
+
+    Scenario: Signing keys are persisted in the shared database, encrypted
+        Given the multi-node stack is running
+        Then the signing keys should be stored in the shared database
+        And every stored private key should be encrypted at rest

testing/cucumber/features/multinode/failover.feature

@@ -0,0 +1,21 @@
+@multinode @failover @destructive
+Feature: Node failover and recovery
+
+    Losing a node must not take the service down: the LB drains it and the survivor keeps serving, then the node rejoins healthy on restart. These scenarios kill/restart containers, so they are @destructive - pass --tags=failover to run them.
+
+    @destructive
+    Scenario: The load balancer keeps serving when a node dies
+        Given the multi-node stack is running
+        When I kill node "2"
+        Then the load balancer should still serve requests
+        When I restart node "2"
+        Then node "2" should become healthy again within 120s
+
+    @destructive
+    Scenario: A recovered node validates tokens minted while it was down
+        Given the multi-node stack is running
+        And I am logged in as admin
+        When I kill node "2"
+        And I restart node "2"
+        Then node "2" should become healthy again within 120s
+        And the current token should be accepted by every node