AP1.10a: Initiative-Standardfelder vision, Zielzustand und Archetyp-Schlüssel.

Migration 016, Archetyp-Registry-API, erweitertes Profil-Modal und Plan-Profil-Ansicht.

Co-authored-by: Cursor <cursoragent@cursor.com>

backend/data_layer/initiatives.py

@@ -21,8 +21,8 @@ def get_active_initiatives(
     try:
         with conn.cursor(cursor_factory=RealDictCursor) as cur:
             sql = """
-                SELECT id, tenant_id, title, goal, status, priority,
-                       owner_actor_id, created_at, updated_at
+                SELECT id, tenant_id, title, goal, vision, target_state_summary, archetype_key,
+                       status, priority, owner_actor_id, created_at, updated_at
                 FROM initiatives
                 WHERE tenant_id = %s AND status IN ('active', 'paused')
                 ORDER BY updated_at DESC, title

backend/entity_archetypes/__init__.py

@@ -0,0 +1,13 @@
+from entity_archetypes.registry import (
+    INITIATIVE_ARCHETYPES,
+    archetype_label,
+    list_archetypes,
+    validate_archetype_key,
+)
+
+__all__ = [
+    "INITIATIVE_ARCHETYPES",
+    "archetype_label",
+    "list_archetypes",
+    "validate_archetype_key",
+]

backend/entity_archetypes/registry.py

@@ -0,0 +1,49 @@
+"""System-Archetypen (AP1.10a) — Seed-Daten bis EFS-Tabellen (10b)."""
+
+from __future__ import annotations
+
+from typing import Any, Optional
+
+INITIATIVE_ARCHETYPES: tuple[dict[str, Any], ...] = (
+    {
+        "key": "initiative.generic",
+        "entity_type": "initiative",
+        "label": "Allgemeines Vorhaben",
+        "description": "Standard-Vorhaben ohne spezielle Vorlage.",
+        "is_system": True,
+    },
+    {
+        "key": "initiative.program",
+        "entity_type": "initiative",
+        "label": "Programm / Mega-Vorhaben",
+        "description": "Mehrere Stränge, Zielzustand und Vision zentral.",
+        "is_system": True,
+    },
+    {
+        "key": "initiative.product",
+        "entity_type": "initiative",
+        "label": "Produkt / Release",
+        "description": "Produkt- oder Release-orientiertes Vorhaben.",
+        "is_system": True,
+    },
+)
+
+_ARCHETYPE_INDEX = {
+    (item["entity_type"], item["key"]): item for item in INITIATIVE_ARCHETYPES
+}
+
+
+def list_archetypes(*, entity_type: Optional[str] = None) -> list[dict[str, Any]]:
+    if entity_type is None:
+        return [dict(item) for item in INITIATIVE_ARCHETYPES]
+    return [dict(item) for item in INITIATIVE_ARCHETYPES if item["entity_type"] == entity_type]
+
+
+def validate_archetype_key(*, entity_type: str, archetype_key: str) -> None:
+    if (entity_type, archetype_key) not in _ARCHETYPE_INDEX:
+        raise ValueError(f"Unbekannter Archetyp: {archetype_key}")
+
+
+def archetype_label(*, entity_type: str, archetype_key: str) -> Optional[str]:
+    item = _ARCHETYPE_INDEX.get((entity_type, archetype_key))
+    return item["label"] if item else None

backend/main.py

@@ -63,6 +63,7 @@ from routers import (  # noqa: E402
     blockers,
     config,
     decisions,
+    entity_archetypes,
     evidence,
     features,
     initiatives,
@@ -85,6 +86,7 @@ app.include_router(features.router)
 app.include_router(prompts.router)
 app.include_router(config.router)
 app.include_router(initiatives.router)
+app.include_router(entity_archetypes.router)
 app.include_router(journey.initiative_router)
 app.include_router(journey.roadmap_router)
 app.include_router(actions.router)

backend/migrations/016_initiative_archetypes.sql

@@ -0,0 +1,16 @@
+-- AP1.10a: Initiative Standardfelder + Archetyp-Schlüssel
+
+ALTER TABLE initiatives
+    ADD COLUMN IF NOT EXISTS vision TEXT NOT NULL DEFAULT '';
+
+ALTER TABLE initiatives
+    ADD COLUMN IF NOT EXISTS target_state_summary TEXT NOT NULL DEFAULT '';
+
+ALTER TABLE initiatives
+    ADD COLUMN IF NOT EXISTS archetype_key VARCHAR(64) NOT NULL DEFAULT 'initiative.generic';
+
+CREATE INDEX IF NOT EXISTS idx_initiatives_archetype
+    ON initiatives (tenant_id, archetype_key);
+
+CREATE INDEX IF NOT EXISTS idx_initiatives_status_tenant
+    ON initiatives (tenant_id, status);

backend/routers/entity_archetypes.py

@@ -0,0 +1,21 @@
+"""Entity-Archetypen API — AP1.10a (In-Memory-Registry bis 10b)."""
+
+from __future__ import annotations
+
+from typing import Optional
+
+from capabilities import require_capability
+from entity_archetypes import list_archetypes
+from fastapi import APIRouter, Depends, Query
+from tenant_context import TenantContext
+
+router = APIRouter(prefix="/api/entity-archetypes", tags=["entity-archetypes"])
+
+
+@router.get("")
+def get_entity_archetypes(
+    entity_type: Optional[str] = Query(default=None),
+    ctx: TenantContext = Depends(require_capability("kairo.initiative.read")),
+):
+    _ = ctx
+    return list_archetypes(entity_type=entity_type)

backend/routers/initiatives.py

@@ -27,6 +27,9 @@ router = APIRouter(prefix="/api/initiatives", tags=["initiatives"])
 class InitiativeCreateRequest(BaseModel):
     title: str = Field(min_length=1, max_length=255)
     goal: str = ""
+    vision: str = ""
+    target_state_summary: str = ""
+    archetype_key: str = "initiative.generic"
     status: Literal["active", "paused", "completed", "archived"] = "active"
     priority: Literal["low", "normal", "high"] = "normal"
     owner_actor_id: Optional[str] = None
@@ -35,6 +38,9 @@ class InitiativeCreateRequest(BaseModel):
 class InitiativeUpdateRequest(BaseModel):
     title: Optional[str] = Field(default=None, min_length=1, max_length=255)
     goal: Optional[str] = None
+    vision: Optional[str] = None
+    target_state_summary: Optional[str] = None
+    archetype_key: Optional[str] = None
     status: Optional[Literal["active", "paused", "completed", "archived"]] = None
     priority: Optional[Literal["low", "normal", "high"]] = None
     owner_actor_id: Optional[str] = None
@@ -138,6 +144,9 @@ def create_initiative(
             tenant_id=ctx.tenant_id,
             title=body.title,
             goal=body.goal,
+            vision=body.vision,
+            target_state_summary=body.target_state_summary,
+            archetype_key=body.archetype_key,
             status=body.status,
             priority=body.priority,
             owner_actor_id=owner_actor_id,
@@ -198,6 +207,9 @@ def update_initiative(
             user_id=ctx.user_id,
             title=body.title,
             goal=body.goal,
+            vision=body.vision,
+            target_state_summary=body.target_state_summary,
+            archetype_key=body.archetype_key,
             status=body.status,
             priority=body.priority,
             owner_actor_id=body.owner_actor_id,

backend/services/initiatives.py

@@ -7,6 +7,7 @@ from typing import Any, Literal, Optional
 from psycopg2.extras import RealDictCursor
 
 from db import get_connection
+from entity_archetypes import validate_archetype_key
 from services.audit import log_audit
 
 InitiativeStatus = Literal["active", "paused", "completed", "archived"]
@@ -15,6 +16,11 @@ Priority = Literal["low", "normal", "high"]
 INITIATIVE_STATUSES = frozenset({"active", "paused", "completed", "archived"})
 PRIORITIES = frozenset({"low", "normal", "high"})
 
+_INITIATIVE_COLUMNS = """
+    id, tenant_id, title, goal, vision, target_state_summary, archetype_key,
+    status, priority, owner_actor_id, created_at, updated_at
+"""
+
 
 def _serialize_row(row: dict[str, Any]) -> dict[str, Any]:
     result = dict(row)
@@ -51,12 +57,19 @@ def _actor_in_tenant(*, tenant_id: str, actor_id: str) -> bool:
         conn.close()
 
 
+def _validate_archetype_key(archetype_key: str) -> None:
+    validate_archetype_key(entity_type="initiative", archetype_key=archetype_key)
+
+
 def create_initiative(
     *,
     tenant_id: str,
     title: str,
     owner_actor_id: str,
     goal: str = "",
+    vision: str = "",
+    target_state_summary: str = "",
+    archetype_key: str = "initiative.generic",
     status: InitiativeStatus = "active",
     priority: Priority = "normal",
     user_id: Optional[str] = None,
@@ -66,6 +79,7 @@ def create_initiative(
         raise ValueError("Titel ist erforderlich")
     _validate_initiative_status(status)
     _validate_priority(priority)
+    _validate_archetype_key(archetype_key)
     if not _actor_in_tenant(tenant_id=tenant_id, actor_id=owner_actor_id):
         raise ValueError("Owner-Actor gehört nicht zum Tenant")
 
@@ -73,15 +87,25 @@ def create_initiative(
     try:
         with conn.cursor(cursor_factory=RealDictCursor) as cur:
             cur.execute(
-                """
+                f"""
                 INSERT INTO initiatives (
-                    tenant_id, title, goal, status, priority, owner_actor_id
+                    tenant_id, title, goal, vision, target_state_summary, archetype_key,
+                    status, priority, owner_actor_id
                 )
-                VALUES (%s, %s, %s, %s, %s, %s)
-                RETURNING id, tenant_id, title, goal, status, priority,
-                          owner_actor_id, created_at, updated_at
+                VALUES (%s, %s, %s, %s, %s, %s, %s, %s, %s)
+                RETURNING {_INITIATIVE_COLUMNS}
                 """,
-                (tenant_id, title, goal, status, priority, owner_actor_id),
+                (
+                    tenant_id,
+                    title,
+                    goal,
+                    vision,
+                    target_state_summary,
+                    archetype_key,
+                    status,
+                    priority,
+                    owner_actor_id,
+                ),
             )
             row = _serialize_row(dict(cur.fetchone()))
         conn.commit()
@@ -109,9 +133,8 @@ def list_initiatives(*, tenant_id: str) -> list[dict[str, Any]]:
     try:
         with conn.cursor(cursor_factory=RealDictCursor) as cur:
             cur.execute(
-                """
-                SELECT id, tenant_id, title, goal, status, priority,
-                       owner_actor_id, created_at, updated_at
+                f"""
+                SELECT {_INITIATIVE_COLUMNS}
                 FROM initiatives
                 WHERE tenant_id = %s
                 ORDER BY updated_at DESC, title
@@ -128,9 +151,8 @@ def get_initiative(*, tenant_id: str, initiative_id: str) -> Optional[dict[str,
     try:
         with conn.cursor(cursor_factory=RealDictCursor) as cur:
             cur.execute(
-                """
-                SELECT id, tenant_id, title, goal, status, priority,
-                       owner_actor_id, created_at, updated_at
+                f"""
+                SELECT {_INITIATIVE_COLUMNS}
                 FROM initiatives
                 WHERE id = %s AND tenant_id = %s
                 """,
@@ -149,6 +171,9 @@ def update_initiative(
     user_id: Optional[str] = None,
     title: Optional[str] = None,
     goal: Optional[str] = None,
+    vision: Optional[str] = None,
+    target_state_summary: Optional[str] = None,
+    archetype_key: Optional[str] = None,
     status: Optional[InitiativeStatus] = None,
     priority: Optional[Priority] = None,
     owner_actor_id: Optional[str] = None,
@@ -170,6 +195,16 @@ def update_initiative(
     if goal is not None:
         updates.append("goal = %s")
         params.append(goal)
+    if vision is not None:
+        updates.append("vision = %s")
+        params.append(vision)
+    if target_state_summary is not None:
+        updates.append("target_state_summary = %s")
+        params.append(target_state_summary)
+    if archetype_key is not None:
+        _validate_archetype_key(archetype_key)
+        updates.append("archetype_key = %s")
+        params.append(archetype_key)
     if status is not None:
         _validate_initiative_status(status)
         updates.append("status = %s")
@@ -198,8 +233,7 @@ def update_initiative(
                 UPDATE initiatives
                 SET {", ".join(updates)}
                 WHERE id = %s AND tenant_id = %s
-                RETURNING id, tenant_id, title, goal, status, priority,
-                          owner_actor_id, created_at, updated_at
+                RETURNING {_INITIATIVE_COLUMNS}
                 """,
                 params,
             )

backend/tests/test_ap110_initiative_archetypes.py

@@ -0,0 +1,65 @@
+"""Initiative-Archetypen & Standardfelder (AP1.10a)."""
+
+from __future__ import annotations
+
+from auth import AUTH_HEADER
+from tests.factories import provision_user_in_tenant
+from tests.test_initiatives_actions import _auth, _create_initiative, _login
+
+
+def test_initiative_archetype_fields(client):
+    user = provision_user_in_tenant(tenant_role="member")
+    token = _login(client, user)
+
+    created = _create_initiative(
+        client,
+        token,
+        title="Produkt Alpha",
+        goal="Kurz-Ziel",
+        vision="Ausführliches Zielbild für Release 1",
+        target_state_summary="MVP live auf Dev",
+        archetype_key="initiative.product",
+    )
+    assert created.status_code == 201
+    body = created.json()
+    assert body["archetype_key"] == "initiative.product"
+    assert body["vision"] == "Ausführliches Zielbild für Release 1"
+    assert body["target_state_summary"] == "MVP live auf Dev"
+
+    updated = client.patch(
+        f"/api/initiatives/{body['id']}",
+        json={
+            "archetype_key": "initiative.program",
+            "vision": "Programm-Vision aktualisiert",
+        },
+        headers=_auth(token),
+    )
+    assert updated.status_code == 200
+    assert updated.json()["archetype_key"] == "initiative.program"
+    assert updated.json()["vision"] == "Programm-Vision aktualisiert"
+
+
+def test_list_entity_archetypes(client):
+    user = provision_user_in_tenant(tenant_role="member")
+    token = _login(client, user)
+
+    res = client.get(
+        "/api/entity-archetypes?entity_type=initiative",
+        headers=_auth(token),
+    )
+    assert res.status_code == 200
+    keys = {item["key"] for item in res.json()}
+    assert keys == {"initiative.generic", "initiative.program", "initiative.product"}
+
+
+def test_invalid_archetype_rejected(client):
+    user = provision_user_in_tenant(tenant_role="member")
+    token = _login(client, user)
+
+    res = _create_initiative(
+        client,
+        token,
+        title="Bad Archetype",
+        archetype_key="initiative.unknown",
+    )
+    assert res.status_code == 400

backend/version.py

@@ -1,3 +1,3 @@
-APP_VERSION = "0.16.9-ap1.12d-fix"
-DB_SCHEMA_VERSION = "015"
+APP_VERSION = "0.17.0-ap1.10a"
+DB_SCHEMA_VERSION = "016"
 APP_NAME = "jinkendo-kairo"

frontend/src/api/entityArchetypes.js

@@ -0,0 +1,6 @@
+import { apiFetch } from './client.js'
+
+export function listEntityArchetypes(entityType) {
+  const qs = entityType ? `?entity_type=${encodeURIComponent(entityType)}` : ''
+  return apiFetch(`/api/entity-archetypes${qs}`)
+}

frontend/src/components/InitiativeForm.jsx

@@ -1,5 +1,8 @@
+import { useEffect, useState } from 'react'
 import { INITIATIVE_STATUSES, PRIORITIES } from '../constants/status.js'
 import { INITIATIVE_STATUS_LABELS, PRIORITY_LABELS } from '../constants/status.js'
+import { INITIATIVE_ARCHETYPE_LABELS } from '../constants/initiativeArchetypes.js'
+import { listEntityArchetypes } from '../api/entityArchetypes.js'
 
 export function InitiativeForm({
   initial = {},
@@ -8,12 +11,38 @@ export function InitiativeForm({
   busy = false,
   submitLabel = 'Speichern',
 }) {
+  const [archetypes, setArchetypes] = useState(null)
+
+  useEffect(() => {
+    let cancelled = false
+    listEntityArchetypes('initiative')
+      .then((items) => {
+        if (!cancelled) setArchetypes(items)
+      })
+      .catch(() => {
+        if (!cancelled) {
+          setArchetypes(
+            Object.entries(INITIATIVE_ARCHETYPE_LABELS).map(([key, label]) => ({
+              key,
+              label,
+            })),
+          )
+        }
+      })
+    return () => {
+      cancelled = true
+    }
+  }, [])
+
   async function handleSubmit(e) {
     e.preventDefault()
     const form = e.target
     await onSubmit({
       title: form.title.value.trim(),
+      archetype_key: form.archetype_key.value,
       goal: form.goal.value,
+      vision: form.vision.value,
+      target_state_summary: form.target_state_summary.value,
       status: form.status.value,
       priority: form.priority.value,
     })
@@ -26,9 +55,36 @@ export function InitiativeForm({
         <input name="title" defaultValue={initial.title || ''} required maxLength={255} />
       </label>
       <label>
-        Ziel
-        <textarea name="goal" rows={3} defaultValue={initial.goal || ''} />
+        Archetyp
+        <select
+          name="archetype_key"
+          defaultValue={initial.archetype_key || 'initiative.generic'}
+          disabled={!archetypes}
+        >
+          {(archetypes || []).map((item) => (
+            <option key={item.key} value={item.key}>
+              {item.label}
+            </option>
+          ))}
+        </select>
       </label>
+      <label>
+        Kurzbeschreibung (Ziel)
+        <textarea name="goal" rows={2} defaultValue={initial.goal || ''} />
+      </label>
+      <label>
+        Vision
+        <textarea name="vision" rows={4} defaultValue={initial.vision || ''} />
+      </label>
+      <label>
+        Zielzustand (Kurzfassung)
+        <textarea
+          name="target_state_summary"
+          rows={2}
+          defaultValue={initial.target_state_summary || ''}
+        />
+      </label>
+      <div className="form-row form-row--2">
         <label>
           Status
           <select name="status" defaultValue={initial.status || 'active'}>
@@ -49,8 +105,9 @@ export function InitiativeForm({
             ))}
           </select>
         </label>
+      </div>
       <div className="form-actions">
-        <button type="submit" className="btn btn-primary" disabled={busy}>
+        <button type="submit" className="btn btn-primary" disabled={busy || !archetypes}>
           {busy ? 'Speichern …' : submitLabel}
         </button>
         {onCancel && (

frontend/src/constants/initiativeArchetypes.js

@@ -0,0 +1,10 @@
+/** Fallback-Labels bis API geladen (AP1.10a). */
+export const INITIATIVE_ARCHETYPE_LABELS = {
+  'initiative.generic': 'Allgemeines Vorhaben',
+  'initiative.program': 'Programm / Mega-Vorhaben',
+  'initiative.product': 'Produkt / Release',
+}
+
+export function initiativeArchetypeLabel(key) {
+  return INITIATIVE_ARCHETYPE_LABELS[key] || key || 'Allgemeines Vorhaben'
+}

frontend/src/pages/modes/PlanProfilePage.jsx

@@ -7,6 +7,7 @@ import { Modal } from '../../components/Modal.jsx'
 import { InitiativeForm } from '../../components/InitiativeForm.jsx'
 import { useInitiativeOperations } from '../../context/InitiativeOperationsContext.jsx'
 import { useProgramScope } from '../../context/ProgramScopeContext.jsx'
+import { initiativeArchetypeLabel } from '../../constants/initiativeArchetypes.js'
 
 function PlanProfileInner() {
   const ops = useInitiativeOperations()
@@ -52,20 +53,36 @@ function PlanProfileInner() {
           </div>
         </header>
         {error && <p className="error">{error}</p>}
+        <div className="plan-profile__field">
+          <h3 className="plan-profile__label">Archetyp</h3>
+          <p>{initiativeArchetypeLabel(initiative.archetype_key)}</p>
+        </div>
         {initiative.goal ? (
           <div className="plan-profile__field">
-            <h3 className="plan-profile__label">Ziel</h3>
+            <h3 className="plan-profile__label">Kurzbeschreibung (Ziel)</h3>
             <p>{initiative.goal}</p>
           </div>
         ) : (
-          <p className="muted">Noch kein Ziel hinterlegt.</p>
+          <p className="muted">Noch keine Kurzbeschreibung hinterlegt.</p>
+        )}
+        {initiative.vision && (
+          <div className="plan-profile__field">
+            <h3 className="plan-profile__label">Vision</h3>
+            <p>{initiative.vision}</p>
+          </div>
+        )}
+        {initiative.target_state_summary && (
+          <div className="plan-profile__field">
+            <h3 className="plan-profile__label">Zielzustand</h3>
+            <p>{initiative.target_state_summary}</p>
+          </div>
         )}
         <p className="muted plan-profile__note">
-          Archetyp-Felder und dynamische Attribute folgen mit AP1.10 (Entity Field System).
+          Dynamische Zusatzfelder (EFS) folgen in AP1.10c.
         </p>
       </section>
 
-      <Modal open={editing} title="Vorhaben bearbeiten" onClose={() => setEditing(false)}>
+      <Modal open={editing} title="Vorhaben bearbeiten" onClose={() => setEditing(false)} size="lg">
         <InitiativeForm
           initial={initiative}
           onSubmit={handleSave}