fix: Gate-Verify — Evidence an Plan-Element verknüpfen

Verify prüft akzeptiertes Evidence am RoadmapItem. Plan-UI schließt Gates mit Nachweis;
Journey erlaubt Plan-Zuordnung. Migration 011 roadmap_item_id auf evidence/reviews.

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

backend/migrations/011_roadmap_item_links.sql

@@ -0,0 +1,29 @@
+-- AP1.4b: Plan-Ist-Verknüpfung für Evidence und Reviews
+
+ALTER TABLE evidence
+    ADD COLUMN roadmap_item_id UUID NULL REFERENCES roadmap_items(id) ON DELETE SET NULL;
+
+ALTER TABLE reviews
+    ADD COLUMN roadmap_item_id UUID NULL REFERENCES roadmap_items(id) ON DELETE SET NULL;
+
+CREATE INDEX idx_evidence_roadmap_item ON evidence(tenant_id, roadmap_item_id)
+    WHERE roadmap_item_id IS NOT NULL;
+CREATE INDEX idx_reviews_roadmap_item ON reviews(tenant_id, roadmap_item_id)
+    WHERE roadmap_item_id IS NOT NULL;
+
+-- Bestehende milestone_id-Verknüpfungen spiegeln (RoadmapItem behält oft dieselbe UUID)
+UPDATE evidence e
+SET roadmap_item_id = e.milestone_id
+WHERE e.milestone_id IS NOT NULL
+  AND EXISTS (
+      SELECT 1 FROM roadmap_items ri
+      WHERE ri.id = e.milestone_id AND ri.tenant_id = e.tenant_id
+  );
+
+UPDATE reviews r
+SET roadmap_item_id = r.milestone_id
+WHERE r.milestone_id IS NOT NULL
+  AND EXISTS (
+      SELECT 1 FROM roadmap_items ri
+      WHERE ri.id = r.milestone_id AND ri.tenant_id = r.tenant_id
+  );

backend/routers/evidence.py

@@ -19,8 +19,10 @@ class EvidenceUpdateRequest(BaseModel):
     status: Optional[Literal["submitted", "accepted", "rejected"]] = None
     action_id: Optional[str] = None
     milestone_id: Optional[str] = None
+    roadmap_item_id: Optional[str] = None
     clear_action_id: bool = False
     clear_milestone_id: bool = False
+    clear_roadmap_item_id: bool = False
 
 
 @router.get("/{evidence_id}")
@@ -50,8 +52,10 @@ def update_evidence(
             status=body.status,
             action_id=body.action_id,
             milestone_id=body.milestone_id,
+            roadmap_item_id=body.roadmap_item_id,
             clear_action_id=body.clear_action_id,
             clear_milestone_id=body.clear_milestone_id,
+            clear_roadmap_item_id=body.clear_roadmap_item_id,
         )
     except ValueError as exc:
         raise HTTPException(status_code=400, detail=str(exc)) from exc

backend/routers/initiatives.py

@@ -79,6 +79,7 @@ class EvidenceCreateRequest(BaseModel):
     status: Literal["submitted", "accepted", "rejected"] = "submitted"
     action_id: Optional[str] = None
     milestone_id: Optional[str] = None
+    roadmap_item_id: Optional[str] = None
 
 
 class DecisionCreateRequest(BaseModel):
@@ -412,6 +413,7 @@ def create_initiative_evidence(
             status=body.status,
             action_id=body.action_id,
             milestone_id=body.milestone_id,
+            roadmap_item_id=body.roadmap_item_id,
             submitted_by_actor_id=ctx.actor_id,
             user_id=ctx.user_id,
         )

backend/services/evidence.py

@@ -15,8 +15,8 @@ EvidenceStatus = Literal["submitted", "accepted", "rejected"]
 EVIDENCE_STATUSES = frozenset({"submitted", "accepted", "rejected"})
 
 _EVIDENCE_COLUMNS = """
-    id, tenant_id, initiative_id, action_id, milestone_id, title, description,
-    status, submitted_by_actor_id, created_at, updated_at
+    id, tenant_id, initiative_id, action_id, milestone_id, roadmap_item_id,
+    title, description, status, submitted_by_actor_id, created_at, updated_at
 """
 
 
@@ -28,6 +28,7 @@ def _serialize_row(row: dict[str, Any]) -> dict[str, Any]:
         "initiative_id",
         "action_id",
         "milestone_id",
+        "roadmap_item_id",
         "submitted_by_actor_id",
     ):
         if result.get(key):
@@ -72,6 +73,29 @@ def _action_in_initiative(*, tenant_id: str, initiative_id: str, action_id: str)
         conn.close()
 
 
+def _roadmap_item_in_initiative(
+    *, tenant_id: str, initiative_id: str, roadmap_item_id: str
+) -> Optional[dict[str, str]]:
+    conn = get_connection()
+    try:
+        with conn.cursor(cursor_factory=RealDictCursor) as cur:
+            cur.execute(
+                """
+                SELECT ri.id, ri.item_type
+                FROM roadmap_items ri
+                JOIN roadmaps r ON r.id = ri.roadmap_id AND r.tenant_id = ri.tenant_id
+                WHERE ri.id = %s AND ri.tenant_id = %s AND r.initiative_id = %s
+                """,
+                (roadmap_item_id, tenant_id, initiative_id),
+            )
+            row = cur.fetchone()
+            if not row:
+                return None
+            return {"id": str(row["id"]), "item_type": row["item_type"]}
+    finally:
+        conn.close()
+
+
 def _milestone_in_initiative(
     *, tenant_id: str, initiative_id: str, milestone_id: str
 ) -> bool:
@@ -93,7 +117,6 @@ def _milestone_in_initiative(
                 FROM roadmap_items ri
                 JOIN roadmaps r ON r.id = ri.roadmap_id AND r.tenant_id = ri.tenant_id
                 WHERE ri.id = %s AND ri.tenant_id = %s AND r.initiative_id = %s
-                  AND ri.item_type = 'milestone'
                 """,
                 (milestone_id, tenant_id, initiative_id),
             )
@@ -102,6 +125,40 @@ def _milestone_in_initiative(
         conn.close()
 
 
+def _resolve_gate_links(
+    *,
+    tenant_id: str,
+    initiative_id: str,
+    milestone_id: Optional[str] = None,
+    roadmap_item_id: Optional[str] = None,
+) -> tuple[Optional[str], Optional[str]]:
+    """Gibt (milestone_id, roadmap_item_id) für Evidence-Insert zurück."""
+    resolved_milestone = milestone_id
+    resolved_roadmap = roadmap_item_id
+
+    if roadmap_item_id:
+        item = _roadmap_item_in_initiative(
+            tenant_id=tenant_id,
+            initiative_id=initiative_id,
+            roadmap_item_id=roadmap_item_id,
+        )
+        if not item:
+            raise ValueError("Plan-Element gehört nicht zum Vorhaben")
+        resolved_roadmap = item["id"]
+        if item["item_type"] == "milestone":
+            resolved_milestone = item["id"]
+    elif milestone_id:
+        if not _milestone_in_initiative(
+            tenant_id=tenant_id,
+            initiative_id=initiative_id,
+            milestone_id=milestone_id,
+        ):
+            raise ValueError("Meilenstein gehört nicht zum Vorhaben")
+        resolved_roadmap = milestone_id
+
+    return resolved_milestone, resolved_roadmap
+
+
 def create_evidence(
     *,
     tenant_id: str,
@@ -111,6 +168,7 @@ def create_evidence(
     status: EvidenceStatus = "submitted",
     action_id: Optional[str] = None,
     milestone_id: Optional[str] = None,
+    roadmap_item_id: Optional[str] = None,
     submitted_by_actor_id: Optional[str] = None,
     user_id: Optional[str] = None,
 ) -> dict[str, Any]:
@@ -124,10 +182,12 @@ def create_evidence(
         tenant_id=tenant_id, initiative_id=initiative_id, action_id=action_id
     ):
         raise ValueError("Maßnahme gehört nicht zum Vorhaben")
-    if milestone_id and not _milestone_in_initiative(
-        tenant_id=tenant_id, initiative_id=initiative_id, milestone_id=milestone_id
-    ):
-        raise ValueError("Meilenstein gehört nicht zum Vorhaben")
+    milestone_id, roadmap_item_id = _resolve_gate_links(
+        tenant_id=tenant_id,
+        initiative_id=initiative_id,
+        milestone_id=milestone_id,
+        roadmap_item_id=roadmap_item_id,
+    )
     if submitted_by_actor_id and not _actor_in_tenant(
         tenant_id=tenant_id, actor_id=submitted_by_actor_id
     ):
@@ -139,10 +199,10 @@ def create_evidence(
             cur.execute(
                 f"""
                 INSERT INTO evidence (
-                    tenant_id, initiative_id, action_id, milestone_id,
+                    tenant_id, initiative_id, action_id, milestone_id, roadmap_item_id,
                     title, description, status, submitted_by_actor_id
                 )
-                VALUES (%s, %s, %s, %s, %s, %s, %s, %s)
+                VALUES (%s, %s, %s, %s, %s, %s, %s, %s, %s)
                 RETURNING {_EVIDENCE_COLUMNS}
                 """,
                 (
@@ -150,6 +210,7 @@ def create_evidence(
                     initiative_id,
                     action_id,
                     milestone_id,
+                    roadmap_item_id,
                     title,
                     description,
                     status,
@@ -221,8 +282,10 @@ def update_evidence(
     status: Optional[EvidenceStatus] = None,
     action_id: Optional[str] = None,
     milestone_id: Optional[str] = None,
+    roadmap_item_id: Optional[str] = None,
     clear_action_id: bool = False,
     clear_milestone_id: bool = False,
+    clear_roadmap_item_id: bool = False,
 ) -> Optional[dict[str, Any]]:
     existing = get_evidence(tenant_id=tenant_id, evidence_id=evidence_id)
     if not existing:
@@ -255,17 +318,20 @@ def update_evidence(
             raise ValueError("Maßnahme gehört nicht zum Vorhaben")
         updates.append("action_id = %s")
         params.append(action_id)
-    if clear_milestone_id:
+    if clear_milestone_id or clear_roadmap_item_id:
         updates.append("milestone_id = NULL")
-    elif milestone_id is not None:
-        if not _milestone_in_initiative(
+        updates.append("roadmap_item_id = NULL")
+    elif roadmap_item_id is not None or milestone_id is not None:
+        link_milestone, link_roadmap = _resolve_gate_links(
             tenant_id=tenant_id,
             initiative_id=existing["initiative_id"],
             milestone_id=milestone_id,
-        ):
-            raise ValueError("Meilenstein gehört nicht zum Vorhaben")
+            roadmap_item_id=roadmap_item_id,
+        )
         updates.append("milestone_id = %s")
-        params.append(milestone_id)
+        params.append(link_milestone)
+        updates.append("roadmap_item_id = %s")
+        params.append(link_roadmap)
 
     if not updates:
         return existing

backend/services/roadmap.py

@@ -549,10 +549,10 @@ def verify_reached(
                 SELECT 1 FROM evidence
                 WHERE tenant_id = %s AND initiative_id = %s
                   AND status = 'accepted'
-                  AND milestone_id = %s
+                  AND (roadmap_item_id = %s OR milestone_id = %s)
                 LIMIT 1
                 """,
-                (tenant_id, initiative_id, item_id),
+                (tenant_id, initiative_id, item_id, item_id),
             )
             if cur.fetchone():
                 verify_reason = "evidence_accepted"
@@ -562,10 +562,10 @@ def verify_reached(
                     SELECT 1 FROM reviews
                     WHERE tenant_id = %s AND initiative_id = %s
                       AND status = 'completed'
-                      AND (milestone_id = %s)
+                      AND (roadmap_item_id = %s OR milestone_id = %s)
                     LIMIT 1
                     """,
-                    (tenant_id, initiative_id, item_id),
+                    (tenant_id, initiative_id, item_id, item_id),
                 )
                 if cur.fetchone():
                     verify_reason = "review_completed"
@@ -584,8 +584,10 @@ def verify_reached(
                         verify_reason = "gate_override_decision"
                     else:
                         raise ValueError(
-                            "Verify fehlgeschlagen — accepted Evidence, completed Review "
-                            "oder gate_override Decision erforderlich"
+                            "Verify fehlgeschlagen — am Plan-Element fehlt ein akzeptierter "
+                            "Nachweis (Evidence), ein abgeschlossenes Review oder eine "
+                            "gate_override-Decision. Nachweis unter Plan einreichen oder auf "
+                            "der Journey-Seite mit Plan-Element verknüpfen und auf Akzeptiert setzen."
                         )
 
             cur.execute(

backend/tests/test_ap14_roadmap.py

@@ -71,7 +71,7 @@ def test_verify_reached_requires_evidence(client):
         f"/api/initiatives/{initiative_id}/evidence",
         json={
             "title": "Nachweis",
-            "milestone_id": item["id"],
+            "roadmap_item_id": item["id"],
             "status": "accepted",
         },
         headers=_auth(token),

backend/version.py

@@ -1,3 +1,3 @@
 APP_VERSION = "0.13.0-ap1.4"
-DB_SCHEMA_VERSION = "010"
+DB_SCHEMA_VERSION = "011"
 APP_NAME = "jinkendo-kairo"

frontend/src/components/EvidenceSection.jsx

@@ -1,24 +1,50 @@
 import { useState } from 'react'
-import { EVIDENCE_STATUSES, EVIDENCE_STATUS_LABELS } from '../constants/status.js'
+import { EVIDENCE_STATUSES, EVIDENCE_STATUS_LABELS, ROADMAP_ITEM_TYPE_LABELS } from '../constants/status.js'
 import { StatusBadge } from './StatusBadge.jsx'
 import { EmptyState } from './EmptyState.jsx'
 
-export function EvidenceSection({ items, canManage, onCreate, onUpdateStatus, onDelete, busy }) {
+function planElementLabel(items, roadmapItemId) {
+  if (!roadmapItemId) return null
+  const item = items.find((i) => i.id === roadmapItemId)
+  if (!item) return 'Plan-Element'
+  const type = ROADMAP_ITEM_TYPE_LABELS[item.item_type] || item.item_type
+  return `${type}: ${item.title}`
+}
+
+export function EvidenceSection({
+  items,
+  roadmapItems = [],
+  canManage,
+  onCreate,
+  onUpdateStatus,
+  onDelete,
+  busy,
+}) {
   const [title, setTitle] = useState('')
+  const [roadmapItemId, setRoadmapItemId] = useState('')
   const [showForm, setShowForm] = useState(false)
 
   async function handleSubmit(e) {
     e.preventDefault()
     if (!title.trim()) return
-    await onCreate({ title: title.trim() })
+    await onCreate({
+      title: title.trim(),
+      roadmap_item_id: roadmapItemId || undefined,
+    })
     setTitle('')
+    setRoadmapItemId('')
     setShowForm(false)
   }
 
   return (
     <section className="card">
       <div className="section-header">
+        <div>
           <h2>Evidence</h2>
+          <p className="section-lead muted">
+            Für Gate-Verify am Plan-Element verknüpfen und Status Akzeptiert setzen.
+          </p>
+        </div>
         {canManage && (
           <button
             type="button"
@@ -41,6 +67,22 @@ export function EvidenceSection({ items, canManage, onCreate, onUpdateStatus, on
               required
             />
           </label>
+          {roadmapItems.length > 0 && (
+            <label>
+              Plan-Element (optional)
+              <select
+                value={roadmapItemId}
+                onChange={(e) => setRoadmapItemId(e.target.value)}
+              >
+                <option value="">— nicht zugeordnet —</option>
+                {roadmapItems.map((item) => (
+                  <option key={item.id} value={item.id}>
+                    {ROADMAP_ITEM_TYPE_LABELS[item.item_type] || item.item_type}: {item.title}
+                  </option>
+                ))}
+              </select>
+            </label>
+          )}
           <button type="submit" className="btn btn-primary" disabled={busy}>
             Anlegen
           </button>
@@ -55,6 +97,15 @@ export function EvidenceSection({ items, canManage, onCreate, onUpdateStatus, on
             <div className="list-item-main">
               <strong>{item.title}</strong>
               {item.description && <p className="list-item-desc">{item.description}</p>}
+              {(item.roadmap_item_id || item.milestone_id) && (
+                <p className="muted list-item-sub">
+                  Plan:{' '}
+                  {planElementLabel(
+                    roadmapItems,
+                    item.roadmap_item_id || item.milestone_id
+                  )}
+                </p>
+              )}
             </div>
             <div className="list-item-meta action-controls">
               <StatusBadge kind="evidence" status={item.status} />

frontend/src/components/RoadmapPlanSection.jsx

@@ -31,7 +31,7 @@ export function RoadmapPlanSection({
   onCreate,
   onUpdateStatus,
   onUpdateItem,
-  onVerifyReached,
+  onVerifyWithEvidence,
   onDelete,
   busy,
 }) {
@@ -41,6 +41,7 @@ export function RoadmapPlanSection({
   const [itemType, setItemType] = useState('milestone')
   const [sequencingMode, setSequencingMode] = useState('sequential')
   const [showForm, setShowForm] = useState(false)
+  const [verifyTitles, setVerifyTitles] = useState({})
 
   async function handleSubmit(e) {
     e.preventDefault()
@@ -193,14 +194,41 @@ export function RoadmapPlanSection({
                     ))}
                   </select>
                   {['planned', 'active', 'at_risk'].includes(item.status) && (
+                    <div className="gate-verify-block">
+                      <label className="gate-verify-label">
+                        Nachweis für Verify
+                        <input
+                          type="text"
+                          value={verifyTitles[item.id] ?? ''}
+                          placeholder={`Nachweis: ${item.title}`}
+                          onChange={(e) =>
+                            setVerifyTitles((prev) => ({
+                              ...prev,
+                              [item.id]: e.target.value,
+                            }))
+                          }
+                          maxLength={255}
+                        />
+                      </label>
                       <button
                         type="button"
                         className="btn btn-primary"
                         disabled={busy}
-                      onClick={() => onVerifyReached(item.id)}
+                        onClick={() =>
+                          onVerifyWithEvidence(
+                            item.id,
+                            verifyTitles[item.id]?.trim() || `Nachweis: ${item.title}`
+                          )
+                        }
                       >
-                      Verify → erreicht
+                        Gate schließen
                       </button>
+                      <p className="muted gate-verify-hint">
+                        Legt akzeptiertes Evidence am Plan-Element an und setzt Status auf erreicht.
+                        Bereits vorhandener Nachweis auf Journey: Plan-Element zuweisen und auf
+                        Akzeptiert setzen, dann erneut Verify.
+                      </p>
+                    </div>
                   )}
                   <button
                     type="button"

frontend/src/context/InitiativeOperationsContext.jsx

@@ -347,6 +347,24 @@ export function InitiativeOperationsProvider({ children }) {
     }
   }
 
+  async function handleVerifyWithEvidence(itemId, evidenceTitle) {
+    setFormBusy(true)
+    setError(null)
+    try {
+      await createInitiativeEvidence(id, {
+        title: evidenceTitle,
+        roadmap_item_id: itemId,
+        status: 'accepted',
+      })
+      await verifyRoadmapItemReached(itemId)
+      await load()
+    } catch (err) {
+      setError(err.message)
+    } finally {
+      setFormBusy(false)
+    }
+  }
+
   async function handleVerifyRoadmapItem(itemId) {
     setFormBusy(true)
     try {
@@ -545,6 +563,7 @@ export function InitiativeOperationsProvider({ children }) {
     handleRoadmapItemStatus,
     handleUpdateRoadmapItem,
     handleVerifyRoadmapItem,
+    handleVerifyWithEvidence,
     handleDeleteRoadmapItem,
     handleCreateMilestone: handleCreateRoadmapItem,
     handleMilestoneStatus: handleRoadmapItemStatus,

frontend/src/pages/initiative/InitiativeJourneyPage.jsx

@@ -45,6 +45,7 @@ export function InitiativeJourneyPage() {
         />
         <EvidenceSection
           items={ops.evidenceItems}
+          roadmapItems={ops.roadmapItems}
           canManage={capabilities.has('kairo.evidence.manage')}
           onCreate={ops.handleCreateEvidence}
           onUpdateStatus={ops.handleEvidenceStatus}

frontend/src/pages/initiative/InitiativePlanPage.jsx

@@ -9,7 +9,7 @@ export function InitiativePlanPage() {
     handleCreateRoadmapItem,
     handleRoadmapItemStatus,
     handleUpdateRoadmapItem,
-    handleVerifyRoadmapItem,
+    handleVerifyWithEvidence,
     handleDeleteRoadmapItem,
     error,
   } = useInitiativeOperations()
@@ -27,7 +27,7 @@ export function InitiativePlanPage() {
         onCreate={handleCreateRoadmapItem}
         onUpdateStatus={handleRoadmapItemStatus}
         onUpdateItem={handleUpdateRoadmapItem}
-        onVerifyReached={handleVerifyRoadmapItem}
+        onVerifyWithEvidence={handleVerifyWithEvidence}
         onDelete={handleDeleteRoadmapItem}
         busy={formBusy}
       />

frontend/src/styles/components.css

@@ -1123,4 +1123,26 @@
   margin-top: 0.5rem;
 }
 
+.gate-verify-block {
+  display: flex;
+  flex-direction: column;
+  gap: 0.5rem;
+  margin-top: 0.75rem;
+  padding-top: 0.75rem;
+  border-top: 1px solid var(--border-subtle, #e5e7eb);
+  min-width: 12rem;
+}
+
+.gate-verify-label {
+  display: flex;
+  flex-direction: column;
+  gap: 0.25rem;
+  font-size: 0.85rem;
+}
+
+.gate-verify-hint {
+  font-size: 0.8rem;
+  line-height: 1.35;
+  margin: 0;
+}