feat(A1): Übungen als AP mit Wochentagsplan

Gate- und Kit-Übungen legen ein Arbeitspaket plus Schedule an; Today zeigt nur fällige Wochentage, nicht die ganze Gate-Liste.

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

.cursor/rules/kairo-architecture.mdc

@@ -1,30 +1,45 @@
 ---
-description: Kairo Sprint-0 Architektur-Leitplanken und Dokumentenpriorität
+description: Kairo Architektur-Leitplanken und Dokumentenpriorität
 globs: backend/**,frontend/**,docs/**,.gitea/**
 alwaysApply: true
 ---
 
 # Kairo Architecture Rules
 
-Du arbeitest an **Jinkendo Kairo** (Sprint 0). Kairo ist mandantenfähig und Actor-first.
+Du arbeitest an **Jinkendo Kairo**. Kairo ist mandantenfähig und Actor-first.
+
+## Führende Product-Dokumente (ab 2026-07-05)
+
+1. `docs/product/Kairo_Vision_and_Product_Direction_v0.2.md`
+2. `docs/product/Kairo_Canonical_Operating_Model_v0.2.md`
+3. `docs/product/Kairo_Implementation_Truth_Table_v0.1.md`
+
+## Product Vision
+
+Kairo ist Program Director — nicht To-do-Tool, nicht CRUD-Omnibus.
+
+- **Plan:** Roadmap / RoadmapItem (Gates, Meilensteine, Reifegrade)
+- **Ist:** committete Actions (Arbeitspakete), später Tasks
+- **IA:** Workspace (Ausführung), Initiative-Unterseiten (Steuerung, Ausführung, Plan, Eingang, Journey)
+- **Bearbeitung:** Modal oder Objekt-Detail — nicht Inline-CRUD auf Übersichtsseiten
+
+Do not reduce Kairo to Initiative → Action.
+Do not expand InitiativeDetail as all-in-one CRUD wall.
+Do not continue prompt/AI/workflow/MCP before Plan/Ist and Gates are modeled.
 
 ## Dokumentenpriorität bei Konflikten
 
-1. `docs/architecture/Kairo_Sprint0_Principle_Gate_v0.1.md`
+1. Vision & Product Direction v0.2
-2. `docs/sprints/Jinkendo_Kairo_04_Sprint0_Foundation_v0.3.md`
+2. Canonical Operating Model v0.2
-3. `docs/product/Jinkendo_Kairo_Product_Spec_v0.2.md`
+3. Implementation Truth Table
-4. `docs/reference/design-principles/alignment/*`
+4. System Target State, ADPs (Scope Lock)
-5. Mitai/Shinkan-Einzelprinzipien (nur Begründung, kein Scope)
+5. Tenant Invariants, Principle Gate
+6. Product Spec v0.2 (Referenz)
+7. Sprint History (Completion Reports — nicht als Zielbild)
 
 ## Reference design principles
 
-Referenzmaterial:
+Referenzmaterial unter `docs/reference/design-principles/`. Nicht automatisch Scope.
-
-- `docs/reference/design-principles/mitai/`
-- `docs/reference/design-principles/shinkan/`
-- `docs/reference/design-principles/alignment/`
-
-Nicht automatisch Implementierungs-Scope. Übernahme nur via Principle Gate oder Architecture Decision.
 
 ## Harte Guardrails
 
@@ -34,8 +49,10 @@ Nicht automatisch Implementierungs-Scope. Übernahme nur via Principle Gate oder
 - Keine hardcodierten Rechte, Prompts oder Fachkonfiguration
 - Nummerierte SQL-Migrationen; kein ad-hoc DDL in Routern
 - Keine Mitai-/Shinkan-Domänenlogik kopieren
-- Keine Vorhaben-/Projektlogik vor Sprint-0-Abschluss
+- Keine parallele Steuerungslogik außerhalb `backend/steering/`
+- Keine neuen OM-Tabellen ohne ADP (Scope Lock bis RoadmapItem-ADP)
+- **Archetyp-/Methoden-Plugin (AP2.3/AP2.4):** siehe `.cursor/rules/kairo-plugin-architecture.mdc` — keine Archetyp-Ifs in Pages, keine neuen Features in `methodUiDefaults.js`
 
 ## Abweichungen
 
-Architecture Decision Proposal nach Vorlage in `docs/architecture/ARCHITECTURE_DECISION_PROPOSAL_TEMPLATE.md`.
+Architecture Decision Proposal nach `docs/architecture/ARCHITECTURE_DECISION_PROPOSAL_TEMPLATE.md`.

.cursor/rules/kairo-deployment-testing.mdc

@@ -0,0 +1,40 @@
+---
+description: Deployment und Tests — kein lokaler Lauf; Verifikation über develop auf Raspberry
+alwaysApply: true
+---
+
+# Kairo — Deployment & Tests
+
+## Kein lokaler Test-/DB-Lauf
+
+Backend-Tests (pytest), Migrationen und Integrationstests **können auf der Entwicklungsmaschine in der Regel nicht ausgeführt werden** — PostgreSQL/Docker ist lokal oft nicht verfügbar.
+
+Versuche nicht wiederholt, lokale pytest-/Migration-Läufe als Abnahme zu erzwingen, wenn die DB nicht erreichbar ist.
+
+## Verifikation über Remote-Deploy
+
+Praktische Verifikation erfolgt durch **Deployment auf ein entferntes System (Raspberry Pi)**:
+
+1. Änderungen **committen** und auf Branch **`develop`** pushen
+2. Deployment wird dadurch ausgelöst (CI/Deploy-Pipeline auf dem Raspberry)
+3. Dort laufen Migrationen, Backend-Tests und Smoke-Checks gegen echte Infrastruktur
+
+**Dev-Instanz (kein localhost):** [https://dev.kairo.jinkendo.de](https://dev.kairo.jinkendo.de)  
+Schnellcheck: `GET https://dev.kairo.jinkendo.de/api/health` (Version + DB).
+
+**Gitea Actions** (Test-Suite läuft nach Deploy automatisch):
+
+- Übersicht: `http://192.168.2.144:3000/Lars/Kairo-Jinkendo/actions`
+- Workflows: `deploy-dev.yml` (Deploy), `test.yml` (pytest, lint, k6, Playwright)
+- Filter z. B. `?workflow=test.yml` oder `?workflow=deploy-dev.yml`
+- Run-Detail: `/Lars/Kairo-Jinkendo/actions/runs/{id}`
+
+Nach Push auf `develop`: Deploy-Run grün → Health auf Dev → Test-Suite in Gitea Actions prüfen.
+
+## Konsequenz für Agenten
+
+- Code und Tests **schreiben** und dokumentieren — aber fehlende lokale DB nicht als Implementierungsblocker behandeln
+- Frontend: `npm test` / `vite build` lokal weiterhin sinnvoll, wenn Node verfügbar
+- Backend: Abnahme über Gitea Actions (`test.yml`) + Dev-Health — nicht lokales pytest erzwingen
+- Funktionale Checks gegen **https://dev.kairo.jinkendo.de**, nicht localhost
+- **Nicht** proaktiv committen/pushen, es sei denn, der Nutzer bittet explizit darum

.cursor/rules/kairo-plugin-architecture.mdc

@@ -0,0 +1,61 @@
+---
+description: Archetyp-/Methoden-Plugin-Architektur (AP2.3/AP2.4) — verbindlich für neue Implementierungen
+globs: backend/steering/**,backend/entity_archetypes/**,backend/services/operating_context.py,frontend/src/registry/**,frontend/src/pages/**,frontend/src/context/InitiativeOperationsContext.jsx
+alwaysApply: true
+---
+
+# Kairo Plugin-Architektur (AP2.3 / AP2.4)
+
+Verbindliche ADPs: `docs/architecture/ADP_Archetype_Method_Plugin_Architecture_v0.1.md`, `docs/architecture/ADP_AP2_4_Steering_Elements_and_Method_Contract_v0.1.md`, `docs/architecture/ADP_Steering_Kernel_Spine_v0.1.md`, **`docs/architecture/ADP_Steering_Kernel_Coding_Rules_v0.1.md`**, **`.cursor/rules/kairo-steering-kernel.mdc`**
+
+## Vier Schichten — Auflösung zur Laufzeit
+
+| Schicht | Registry | Liefert |
+|---------|----------|---------|
+| **Archetyp** | `entity_archetypes` + `ui_profile_json` | Nav, Routen, Plan-Outline, `om_capabilities` |
+| **Methode** | `steering/methods/registrations/` | `data_slices`, `steering_elements`, `ui_features`, `graph_profile`, Strategie |
+| **Element** | `steering/elements/registry.py` + FE `steeringElementRegistry.js` | Control-/Work-Bausteine |
+| **Runtime** | `GET /api/initiatives/:id/operating-context` + **`steering/kernel/evaluate_steering()`** | Plugin-Auflösung + **Herzmaschine** |
+
+```text
+data_slices       = archetype.om_capabilities ∩ method.data_slices
+steering_elements = method.steering_elements   (nur Methode)
+ui_features       = method.ui_features           (nur Methode)
+nav / routes      = archetype.ui_profile         (nur Archetyp)
+```
+
+Archetyp-Default-Methode ist **Empfehlung**, nicht Lock — kompatible Methoden über `compatible_archetype_keys` + `om_capabilities`.
+
+## Erweitern (Open/Closed)
+
+**Neue Methode:** neues Modul unter `steering/methods/registrations/` → `MethodDefinition` vollständig → Import in `steering/__init__.py` → pytest. **Kein** Core-Edit.
+
+**Neuer Archetyp:** Seed in `entity_archetypes/registry.py` + `ui_profiles.py` + optional EFS — **kein** React-If in Pages.
+
+**Neues Steuerungselement:** Eintrag in `steering/elements/registry.py` + FE `steeringElementRegistry.js`; Methoden referenzieren nur registrierte Keys.
+
+## Frontend — verbindlich
+
+- UI aus `operating-context` via `resolveOperatingProfile.js`
+- Control/Work: `hasSteeringElement(steeringElements, '…')` — **keine** `archetype_key === 'initiative.…'`-Ifs
+- Daten: `loadOperatingSlices` / `refreshOm([…])` — **kein** Full-Reload nach Mutationen
+- Route Gating: `OperatingRouteGate` + `MODE_ROUTE_GROUPS`
+- Provider: `ScopedOperationsBridge` (ein Provider pro Vorhaben)
+
+## Verboten
+
+- `uiFeatures` am Archetyp-Profil (deprecated — nur Methode)
+- Hardcodierte Methoden-UI in `methodUiDefaults.js` für **neue** Archetypen
+- Parallele Steuerungslogik außerhalb `backend/steering/`
+- Methoden-Dropdown ohne Archetyp-Filter (`GET /steering/methods?archetype_key=…`)
+- **Initiative-Steuerung** (Next, Attention) außerhalb `steering/kernel/evaluate_steering()` — siehe `ADP_Steering_Kernel_Spine_v0.1.md`
+
+## Fallback (legacy)
+
+`methodUiDefaults.js` nur wenn Operating Context fehlt — nicht für neue Features erweitern.
+
+## Abnahme neuer Archetyp-/Methoden-Slices
+
+- Operating Context liefert `steering_elements` + `ui_features`
+- pytest für Methoden-Vertrag (`test_ap24_*`) grün
+- Spec unter `docs/product/archetypes/` referenziert Elemente und kompatible Methoden

.cursor/rules/kairo-steering-kernel.mdc

@@ -0,0 +1,77 @@
+---
+description: Steering Kernel v0.4 — verbindliche Regeln für Read Models, Proposals, Attention, Agent-Slots, Ranker (alle Coding-Agenten)
+globs: backend/steering/**,backend/data_layer/initiative_snapshot.py,frontend/src/components/SteeringProposalsPanel.jsx,frontend/src/components/AgentSlotsPanel.jsx,frontend/src/utils/steeringProposals.js,frontend/src/utils/agentSlots.js,frontend/src/utils/sprintCommitProposal.js,frontend/src/pages/initiative/InitiativeInboxPage.jsx,frontend/src/pages/initiative/InitiativePlanPage.jsx,frontend/src/pages/initiative/InitiativeOverviewPage.jsx,frontend/src/pages/modes/PlanSprintPage.jsx
+alwaysApply: true
+---
+
+# Kairo Steering Kernel — Coding Rules (verbindlich)
+
+**Primärdokument:** `docs/architecture/ADP_Steering_Kernel_Coding_Rules_v0.1.md`  
+**Architektur:** `docs/architecture/ADP_Steering_Kernel_Extension_Model_v0.1.md`
+
+## Herzmaschine
+
+- Initiative-Steuerung **nur** via `evaluate_steering()` in `backend/steering/kernel/evaluate.py`
+- Snapshot spiegelt `evaluation.read_models` + `evaluation.proposals` + `evaluation.agent_slots` — **kein** Duplikat-Rechnen
+
+## Neue Fähigkeit = Provider registrieren
+
+| Was | Wo |
+|-----|-----|
+| Read Model | `steering/read_models/registry.py` |
+| Proposal | `steering/proposals/registry.py` |
+| Attention | `steering/attention/contributors/*.py` + Registry |
+| Agent-Slot | `steering/agent_slots/registry.py` |
+| Sprint-Ranker | `register_sprint_commit_ranker()` — weitere Ranker analog |
+
+Aktivierung über `steering_elements` / `data_slices` im Methoden-Vertrag — **nicht** über Page-Ifs oder `method_key`-Branches im Kernel.
+
+## Proposals
+
+- **Kein Auto-Commit** — Accept in UI/API
+- **Keine feste Bug/Story-Policy** — `ranker_key` + `factors[]`; Heuristik = Fallback (`heuristic_v0`)
+- Abhängigkeiten: `dependency_refs`, `dependency_blocked`
+- KI: `agent_v1` Ranker + Actor-Slot — **keine** hardcodierten Prompts (Principle Gate)
+
+## Agent-Slots
+
+- Deklarative Fenster für Actors — **kein** Prompt, **keine** Auto-Ausführung
+- Config: `operatingContext.agent_slot_config` (`enabled_slots`, `guardrail_pack`, `stale_debt_days`)
+- UI: `AgentSlotsPanel` + Snapshot `steering_kernel.agent_slots`
+
+## Portfolio (K-Ext-5)
+
+- Aggregiert Kernel-Output über Initiativen: `GET /api/workspace/steering`
+- Modul: `steering/portfolio/aggregate.py` — **kein** Duplikat-Rechnen außerhalb Kernel
+- Legacy `/api/workspace/attention` bleibt (SQL-Regeln) bis vollständige Migration
+
+## Frontend
+
+- `SteeringProposalsPanel` + `PROPOSAL_UI_CONFIG` in `utils/steeringProposals.js`
+- Daten aus `steeringSnapshot.steering_kernel.proposals`
+- Keine neue Proposal-Page pro Methode
+
+## Methoden-Parität (Ist)
+
+| Provider | Element-Gate |
+|----------|--------------|
+| `sprint_commit` | `work_cycle_scope` |
+| `gate_next_actions` | `gate_fulfillment` |
+| `intake_triage` | `backlog` slice, **excludes** `work_cycle_scope` |
+| `epic_rollup` | `backlog_epic_hierarchy` |
+| `planning_debt` / `execution_graph` | `gate_fulfillment` / `critical_path` |
+| `tech_debt_summary` | `backlog` + `actions` slices |
+| `review.due` / `recurring.due` / `review.guardrail` | Agent-Slots (data_slices + elements) |
+
+## Verboten
+
+- Steuerungslogik außerhalb `backend/steering/`
+- Archetyp-Ifs für Steuerungs-UI
+- `evaluate_next_work` für Commit-Vorschläge (Plan ≠ Ist)
+- OM-Tabellen für Vorschläge
+
+## Tests
+
+- Unit-Test pro Provider/Ranker
+- Snapshot-Integration wenn DB-Test verfügbar
+- Truth Table aktualisieren

.cursor/rules/kairo-vibe-coder-api.mdc

@@ -0,0 +1,76 @@
+---
+description: Vibe-Coder Agent — Kairo Operational API mit Actor Service Token
+alwaysApply: false
+globs:
+  - "**/*"
+---
+
+# Kairo — Vibe-Coder API (AP1.7)
+
+Du arbeitest als **Agent-Actor** an Kairo. Nutze die **Operational API** — nicht die volle UI-REST-API.
+
+## Einmal-Setup (Nutzer, einmalig)
+
+1. In Kairo als Tenant-Admin einloggen (Browser).
+2. Actor `Cursor Agent` anlegen (Typ `agent`) — oder vorhandenen aus Actor-Verzeichnis nutzen.
+3. Service Token erstellen:
+
+```http
+POST /api/actors/{actor_id}/service-tokens
+X-Auth-Token: {session}
+Content-Type: application/json
+
+{"label": "Cursor Agent", "capabilities": []}
+```
+
+Antwort enthält **`token`** (nur einmal sichtbar) — Format: `kairo_at_{prefix}_{secret}`.
+
+4. In Cursor **Environment Variables** (oder `.env` lokal, nicht committen):
+
+```text
+KAIRO_API_BASE=http://192.168.2.144:3097
+KAIRO_ACTOR_TOKEN=kairo_at_...
+```
+
+Optional für Dogfooding:
+
+```text
+KAIRO_INITIATIVE_ID={uuid von „Jinkendo Kairo“}
+```
+
+## Authentifizierung
+
+Jeder Operational-Request:
+
+```http
+X-Actor-Token: {KAIRO_ACTOR_TOKEN}
+```
+
+Alternativ: `Authorization: Bearer {KAIRO_ACTOR_TOKEN}`
+
+**Nicht** Session-Token in Agent-Skripten hardcoden — Service Token ist tenant-scoped, capability-gebunden, widerrufbar.
+
+## Typischer Agent-Loop
+
+```text
+GET  /api/operational/me
+GET  /api/operational/initiatives/{id}/context     → enthält active_work_cycle
+GET  /api/initiatives/{id}/work-cycles/active      → aktive Sprint-Zeitbox
+POST /api/initiatives/{id}/work-cycles             → {"title","status":"active"}
+GET  /api/operational/next-action?initiative_id={id}&limit=5
+… Arbeit …
+PATCH /api/operational/actions/{id}/status  {"status":"in_progress"}
+PATCH /api/operational/actions/{id}/status  {"status":"done","note":"Commit …"}
+POST  /api/operational/evidence  {"initiative_id","action_id","title","body":"Commit-Link"}
+```
+
+## Guardrails
+
+- Kein Gate `reached`, kein Lifecycle-Wechsel, kein Portfolio-Reorder über Operational API.
+- Mutierende Calls werden auditiert (`actor_id` aus Token).
+- Token-Leak → Token widerrufen: `DELETE /api/actors/service-tokens/{token_id}` (Session-Auth).
+
+## Referenz
+
+- `docs/architecture/ADP_Operational_Actor_Interface_Vibe_Coder_v0.1.md`
+- OpenAPI: `{KAIRO_API_BASE}/api/docs` (Nicht-Prod)

CLAUDE.md

@@ -12,24 +12,27 @@ Welcher nächste Schritt bringt ein Vorhaben aktuell am wirkungsvollsten voran?
 
 ## 1. Aktueller Entwicklungsstand
 
-Sprint 0.
+Foundation AP0.1–AP0.7 abgeschlossen. Operating Model AP0.8–AP0.10, Steering AP1.0–AP1.1b technisch geliefert.
 
-Es geht noch nicht um die vollständige Fachanwendung, sondern um das Fundament.
+**Technisch vorhanden:**
 
-Sprint 0 baut:
+- Tenant, User, Actor, TenantContext, Auth, Capabilities
+- OM-Entitäten (Backlog, Blocker, Milestone-Brücke, Evidence, Decision, Review, Recurring)
+- `backend/steering/` (Lifecycle, Snapshot, Method Registry, **Plugin-Architektur AP2.3/AP2.4**)
+- **Operating Context API** + slice-bewusstes Frontend-Laden (AP2.3)
+- **Steuerungselement-Registry** + Methoden-Vertrag (AP2.4)
+- Workspace-GUI, Data Layer, Actor Directory
 
-- Tenant
+**Produktlich fehlt (Vision):**
-- User
+
-- Actor
+- Getrennte IA (Ausführung / Plan / Eingang / Journey) — nicht Omnibus-InitiativeDetail
-- TenantContext
+- RoadmapItem / Quality Gates — Milestone heute nur CRUD
-- Auth-Gates
+- Plan vs. Ist, Abhängigkeiten, Task-Hierarchie
-- Capability / Rights Registry
+- Modal/Detail-Bearbeitung statt Inline-CRUD
-- minimale Feature Registry
+
-- minimale Prompt Registry
+**Ist-Stand:** `docs/product/Kairo_Implementation_Truth_Table_v0.1.md`
-- Placeholder Validation
+
-- Configuration-Grundmodell
+Nächster Fokus: **Specs Welle 1 finalisieren**, dann **Stufe-A End-to-End** (AP2.2b/c/e, AP1.9d) und **AP2.1 Validation** — auf Plugin-Architektur AP2.3/4 aufsetzen, kein Layout-Patching auf InitiativeDetail.
-- Audit
-- Migration/Deploy-Grundlage
 
 ---
 
@@ -37,12 +40,60 @@ Sprint 0 baut:
 
 Lies bei Projektstart in dieser Reihenfolge:
 
-1. `docs/product/Jinkendo_Kairo_Product_Spec_v0.2.md`
+1. `docs/product/Kairo_Vision_and_Product_Direction_v0.2.md`
-2. `docs/architecture/Kairo_Sprint0_Principle_Gate_v0.1.md`
+2. `docs/product/Kairo_Canonical_Operating_Model_v0.2.md`
-3. `docs/sprints/Jinkendo_Kairo_04_Sprint0_Foundation_v0.3.md`
+3. `docs/product/Kairo_Implementation_Truth_Table_v0.1.md`
-4. `docs/sprints/Sprint0_Vibe_Coder_Handover_v0.1.md`
+4. `docs/product/DOCUMENTATION_REVISION_PROGRAM_v0.2.md`
-5. `docs/architecture/Kairo_Architecture_References_v0.1.md`
+5. `docs/product/Kairo_Corrected_MVP_Roadmap_v0.2.md`
-6. `.cursor/rules/kairo-architecture.mdc`
+6. `docs/architecture/Kairo_System_Target_State_v0.1.md`
+7. `docs/architecture/ADP_AP1_0_Steering_Foundation_Scope_Lock_v0.1.md`
+8. `docs/architecture/Kairo_Tenant_Invariants_v0.1.md`
+9. `docs/architecture/Kairo_Sprint0_Principle_Gate_v0.1.md`
+10. `.cursor/rules/kairo-architecture.mdc`
+11. **`.cursor/rules/kairo-steering-kernel.mdc`** + `docs/architecture/ADP_Steering_Kernel_Coding_Rules_v0.1.md` (Steering Kernel v0.3 — Read Models, Proposals, Ranker)
+11. `docs/architecture/ADP_Archetype_Method_Plugin_Architecture_v0.1.md` (AP2.3 — **geliefert**)
+12. `docs/architecture/ADP_AP2_4_Steering_Elements_and_Method_Contract_v0.1.md` (AP2.4 — **geliefert**)
+13. `.cursor/rules/kairo-plugin-architecture.mdc`
+
+Historisch / Referenz (nicht führend bei Konflikt):
+
+- `docs/product/Kairo_Product_Definition_and_MVP_Reset_v0.1.md` → superseded by Vision v0.2
+- `docs/product/Kairo_Canonical_Operating_Model_v0.1.md` → superseded by v0.2
+- `docs/product/Jinkendo_Kairo_Product_Spec_v0.2.md` — Referenz
+- Sprint Completion Reports — historisch
+
+Bei Konflikten gilt folgende Auslegungsreihenfolge:
+
+1. Vision & Product Direction v0.2
+2. Canonical Operating Model v0.2
+3. Implementation Truth Table
+4. System Target State / ADPs
+5. Tenant Invariants, Principle Gate
+6. Product Spec v0.2 (Referenz)
+7. Sprint History
+8. Mitai/Shinkan Designprinzipien (Referenz, kein Scope)
+
+---
+
+## Aktuelle Produktleitlinie
+
+Kairo darf nicht auf `Initiative → Action` reduziert werden.
+
+Der aktuelle Vorhaben-/Maßnahmen-Slice ist nur ein technischer Startpunkt.
+
+Kairo ist ein operativer Program Director.
+
+Das kanonische Operating Model umfasst (Zielbild):
+
+- Initiative / Programm, Project optional
+- **Roadmap / RoadmapItem** (Gates, Meilensteine, Reifegrade) — Plan-Struktur
+- BacklogItem (Eingang) → Action (Arbeitspaket) → Task (später) — Ist-Struktur
+- Assignment, Blocker, Evidence, Decision, Review, RecurringElement
+- AttentionItem, NextActionCandidate (Read Models via `backend/steering/`)
+
+**UI-Regel:** Workspace = Portfolio aller Initiativen. Initiative-Übersicht = operative Steuerung (Alltag). Pflege/Anlage auf Unterseiten. Vibe-Coder über Operational Actor Interface (API).
+
+Prompt-/KI-/Workflow-/MCP-Themen bleiben eingefroren, bis der MVP-Fachkern entlang des Operating Models trägt.
 
 ---
 
@@ -67,14 +118,12 @@ Sie dürfen nicht dazu verwendet werden, Kairo mit Mitai- oder Shinkan-Domänenl
 
 ## 4. Auslegungsreihenfolge bei Konflikten
 
-Bei Konflikten gilt:
+Siehe **Abschnitt 2** — die Product-Reset-Reihenfolge ist verbindlich.
 
-1. `Kairo_Sprint0_Principle_Gate_v0.1.md`
+Bei technischen Foundation-Konflikten zusätzlich:
-2. `Jinkendo_Kairo_04_Sprint0_Foundation_v0.3.md`
+
-3. `Jinkendo_Kairo_Product_Spec_v0.2.md`
+- `Kairo_Sprint0_Principle_Gate_v0.1.md`
-4. `Jinkendo_Foundation_Minimum_Viable_Foundation_v0.2.md`
+- `Jinkendo_Foundation_Minimum_Viable_Foundation_v0.2.md`
-5. `DESIGN_PRINCIPLES_ALIGNMENT.md`
-6. Mitai/Shinkan Einzelprinzipien
 
 Mitai/Shinkan-Prinzipien dürfen Kairo nicht überstimmen.
 
@@ -95,19 +144,34 @@ Mitai/Shinkan-Prinzipien dürfen Kairo nicht überstimmen.
 11. Admin- und Agentenaktionen werden auditiert.
 12. Migrationen sind nummeriert und reproduzierbar.
 
+### Plugin-Architektur (AP2.3 / AP2.4 — verbindlich)
+
+13. **Archetyp ≠ Methode:** Archetyp = IA-Hülle + `om_capabilities`; Methode = Steuerungsmotor (`steering_elements`, `ui_features`, Strategie).
+14. Runtime-Auflösung über `GET …/operating-context` — kein hardcodiertes Methoden-/Archetyp-UI in React-Pages.
+15. Neue Archetypen/Methoden nur über **Registrierungsmodule** (`entity_archetypes/`, `steering/methods/registrations/`) — Open/Closed.
+16. Control-/Work-UI aus `steering_elements` + `steeringElementRegistry.js`, nicht aus Archetyp-Ifs.
+17. Siehe `.cursor/rules/kairo-plugin-architecture.mdc` und ADP AP2.3 / AP2.4.
+
 ---
 
 ## 6. Nicht tun
 
+- Kairo auf `Initiative → Action` reduzieren oder als To-do-Tool behandeln
+- InitiativeDetail weiter als Omnibus-CRUD-Seite ausbauen (Layout-Patches)
+- Inline-Listenformulare als Haupt-Bearbeitungs-Pattern einführen
+- Meilensteine als Status-Dropdown ohne Gate-Verifikation behandeln
+- Prompt-/KI-/Workflow-/MCP-Arbeit vor Operating-Model-MVP
 - keine Mitai-Domänenlogik kopieren
 - keine Shinkan-Domänenlogik kopieren
 - keine Trainingsplanung bauen
 - keine Gesundheitslogik bauen
 - keine Lebensmanager-/Seichō-Logik in Kairo einbauen
-- keine Vorhaben-/Projektlogik in AP0.1 vorziehen
 - kein Billing oder SSO bauen
 - keine strategischen Produktentscheidungen eigenmächtig ändern
 - keine Designprinzipien aus `docs/reference/` ohne Principle-Gate oder Architecture Decision in Scope ziehen
+- **keine Archetyp-Ifs** in Pages für Steuerungs-UI (`initiative.product === …`) — AP2.4 `steering_elements`
+- **`methodUiDefaults.js` nicht für neue Archetypen erweitern** — Operating Context + Resolver
+- **kein Full-`load()`** nach OM-Mutationen — `refreshOm([sliceKeys])`
 
 ---
 
@@ -115,6 +179,10 @@ Mitai/Shinkan-Prinzipien dürfen Kairo nicht überstimmen.
 
 Bei notwendiger Abweichung erstelle ein Architecture Decision Proposal.
 
-## 8. Aktueller erster Auftrag
+---
 
-AP0.1 – Projektgrundlage (Backend, Frontend minimal, Tests, Deploy).
+## 8. Nächste Entwicklungsschritte
+
+Siehe `docs/product/Kairo_Corrected_MVP_Roadmap_v0.2.md` und `Sprint1_AP1_2c_IA_Skeleton_Assignment_v0.1.md`.
+
+Foundation AP0.1–AP2.4 Plugin-Architektur geliefert. **Produkt:** Specs Welle 1 → AP2.2b/c/e + AP1.9d → AP2.1 Validation. Scope Lock: `ADP_AP1_0_Steering_Foundation_Scope_Lock_v0.1.md`; Plugin: ADP AP2.3/AP2.4.

README.md

@@ -8,6 +8,26 @@ Kairo steuert Vorhaben, Programme, Projekte, Meilensteine, Maßnahmen, Backlogs,
 
 > Welcher nächste Schritt bringt ein Vorhaben aktuell am wirkungsvollsten voran?
 
+## Product Direction Reset
+
+Kairo wurde nach AP0.7 produktstrategisch neu ausgerichtet.
+
+Die führenden Dokumente sind:
+
+- `docs/product/Kairo_Product_Definition_and_MVP_Reset_v0.1.md`
+- `docs/product/Kairo_Canonical_Operating_Model_v0.1.md`
+- `docs/product/Kairo_Corrected_MVP_Roadmap_v0.1.md`
+
+Kairo ist nicht als einfache Aufgabenliste zu verstehen, sondern als operativer Program Director.
+
+Der aktuelle technische Slice `Initiative → Action` bleibt gültig, ist aber nicht das Zielmodell.
+
+Siehe auch `CLAUDE.md` für die verbindliche Dokumentenreihenfolge.
+
+Abschlussbericht: `docs/sprints/Sprint0_AP0_R1_Completion_Report_v0.1.md`
+
+**Nächster geplanter Auftrag (Entwurf):** `docs/sprints/Sprint0_AP0_8_Assignment_v0.1.md`
+
 ## Startzustand
 
 Dieses Repository startet mit einem reinen Spezifikations- und Sprint-0-Handover-Paket.
@@ -22,14 +42,22 @@ Noch nicht enthalten:
 
 ## Verbindliche Dokumente für Sprint 0
 
-1. `docs/product/Jinkendo_Kairo_Product_Spec_v0.2.md`
+**Product Reset (führend ab AP0.R1):**
-2. `docs/architecture/Jinkendo_Foundation_Minimum_Viable_Foundation_v0.2.md`
+
-3. `docs/architecture/Kairo_Sprint0_Principle_Gate_v0.1.md`
+1. `docs/product/Kairo_Product_Definition_and_MVP_Reset_v0.1.md`
-4. `docs/sprints/Jinkendo_Kairo_04_Sprint0_Foundation_v0.3.md`
+2. `docs/product/Kairo_Canonical_Operating_Model_v0.1.md`
-5. `docs/sprints/Sprint0_Vibe_Coder_Handover_v0.1.md`
+3. `docs/product/Kairo_Corrected_MVP_Roadmap_v0.1.md`
-6. `docs/sprints/Sprint0_AP0_1_Project_Setup_Assignment_v0.1.md`
+
-7. `CLAUDE.md`
+**Foundation & Steuerung:**
-8. `.cursor/rules/kairo-architecture.mdc`
+
+4. `docs/product/Jinkendo_Kairo_Product_Spec_v0.2.md`
+5. `docs/architecture/Kairo_Current_State_Gap_Analysis_AP0.1_AP0.6b_v0.1.md`
+6. `docs/architecture/Kairo_Tenant_Invariants_v0.1.md`
+7. `docs/architecture/Kairo_Sprint0_Principle_Gate_v0.1.md`
+8. `docs/sprints/Jinkendo_Kairo_04_Sprint0_Foundation_v0.3.md`
+9. `docs/sprints/Sprint0_Vibe_Coder_Handover_v0.1.md`
+10. `CLAUDE.md`
+11. `.cursor/rules/kairo-architecture.mdc`
 
 ## Arbeitsmodus
 
@@ -132,6 +160,178 @@ Migrationen & idempotente Data-Seeds: [docs/MIGRATIONS.md](docs/MIGRATIONS.md)
 | `/api/me/admin/demo` | GET | `X-Auth-Token` + `kairo.admin.access` | Beispiel-Endpoint mit `require_capability` |
 | `/api/me/tenant` | POST | `X-Auth-Token` | Aktiven Tenant wechseln (nur Memberships) |
 
+Vorhaben und Maßnahmen (AP0.5 minimaler Slice):
+
+| Endpoint | Methode | Capability | Beschreibung |
+|----------|---------|------------|--------------|
+| `/api/initiatives` | GET | `kairo.initiative.read` | Vorhaben im aktiven Tenant |
+| `/api/initiatives` | POST | `kairo.initiative.manage` | Vorhaben anlegen |
+| `/api/initiatives/{id}` | GET | `kairo.initiative.read` | Einzelnes Vorhaben |
+| `/api/initiatives/{id}` | PATCH | `kairo.initiative.manage` | Vorhaben bearbeiten |
+| `/api/initiatives/{id}` | DELETE | `kairo.initiative.manage` | Vorhaben löschen |
+| `/api/initiatives/{id}/actions` | GET | `kairo.action.read` | Maßnahmen eines Vorhabens |
+| `/api/initiatives/{id}/actions` | POST | `kairo.action.manage` | Maßnahme anlegen |
+| `/api/actions/{id}` | GET | `kairo.action.read` | Einzelne Maßnahme |
+| `/api/actions/{id}` | PATCH | `kairo.action.manage` | Maßnahme bearbeiten / Status |
+| `/api/actions/{id}/assignments` | PUT | `kairo.action.manage` | Actors zuweisen (ersetzt Liste) |
+| `/api/actions/{id}` | DELETE | `kairo.action.manage` | Maßnahme löschen |
+| `/api/actions/me/open` | GET | `kairo.action.read` | Offene Maßnahmen des aktuellen Actors (via Data Layer) |
+
+Actor Directory und Workspace Data Layer (AP0.7):
+
+| Endpoint | Methode | Capability | Beschreibung |
+|----------|---------|------------|--------------|
+| `/api/actors` | GET | `kairo.actor.read` | Actors des aktiven Tenants (Filter: `actor_type`, `q`, `include_inactive`) |
+| `/api/actors/{id}` | GET | `kairo.actor.read` | Einzelner Actor (404 cross-tenant) |
+| `/api/workspace/summary` | GET | `kairo.workspace.read` | Workspace-Kennzahlen |
+| `/api/workspace/actions/open` | GET | `kairo.workspace.read` | Meine offenen Maßnahmen (open/in_progress) |
+| `/api/workspace/actions/blocked` | GET | `kairo.workspace.read` | Meine blockierten Maßnahmen |
+| `/api/workspace/initiatives/active` | GET | `kairo.workspace.read` | Aktive/pausierte Vorhaben (`?limit=`) |
+| `/api/workspace/actors/workload` | GET | `kairo.workspace.read` | Actor-Workload (Basic) |
+
+Operating Model Extension I (AP0.8, Schema `007`):
+
+| Endpoint | Methode | Capability | Beschreibung |
+|----------|---------|------------|--------------|
+| `/api/workspace/attention` | GET | `kairo.attention.read` | Regelbasierte Attention-Items |
+| `/api/workspace/next-actions` | GET | `kairo.attention.read` | NextActionCandidates (`?limit=`) |
+| `/api/initiatives/{id}/blockers` | GET/POST | `kairo.blocker.read/manage` | Blocker eines Vorhabens |
+| `/api/blockers/{id}` | GET/PATCH/DELETE | `kairo.blocker.read/manage` | Einzelner Blocker |
+| `/api/initiatives/{id}/backlog` | GET/POST | `kairo.backlog.read/manage` | Backlog-Items |
+| `/api/backlog/{id}` | GET/PATCH/DELETE | `kairo.backlog.read/manage` | Einzelnes Backlog-Item |
+| `/api/backlog/{id}/convert-to-action` | POST | `kairo.backlog.manage` | Backlog → Maßnahme |
+| `/api/initiatives/{id}/milestones` | GET/POST | `kairo.milestone.read/manage` | Meilensteine |
+| `/api/milestones/{id}` | GET/PATCH/DELETE | `kairo.milestone.read/manage` | Einzelner Meilenstein |
+
+**Status Blocker:** `open`, `in_progress`, `resolved`, `accepted_risk`, `dismissed`
+
+**Status Backlog:** `new`, `triaged`, `accepted`, `rejected`, `converted`
+
+**Status Meilenstein:** `planned`, `active`, `at_risk`, `reached`, `moved`, `discarded`
+
+Capabilities gesamt nach AP0.8: **25** (inkl. `kairo.attention.read` und Blocker/Backlog/Milestone read/manage).
+
+Operating Model Extension II (AP0.9, Schema `008`):
+
+| Endpoint | Methode | Capability | Beschreibung |
+|----------|---------|------------|--------------|
+| `/api/initiatives/{id}/evidence` | GET/POST | `kairo.evidence.read/manage` | Evidence eines Vorhabens |
+| `/api/evidence/{id}` | GET/PATCH/DELETE | `kairo.evidence.read/manage` | Einzelnes Evidence |
+| `/api/initiatives/{id}/decisions` | GET/POST | `kairo.decision.read/manage` | Entscheidungen |
+| `/api/decisions/{id}` | GET/PATCH/DELETE | `kairo.decision.read/manage` | Einzelne Entscheidung |
+| `/api/initiatives/{id}/reviews` | GET/POST | `kairo.review.read/manage` | Reviews |
+| `/api/reviews/{id}` | GET/PATCH/DELETE | `kairo.review.read/manage` | Einzelnes Review |
+| `/api/initiatives/{id}/recurring` | GET/POST | `kairo.recurring.read/manage` | Recurring-Elemente |
+| `/api/recurring/{id}` | GET/PATCH/DELETE | `kairo.recurring.read/manage` | Einzelnes Recurring-Element |
+
+**Action-Status (erweitert):** `open`, `ready`, `in_progress`, `blocked`, `review_required`, `done`, `discarded` — optional `due_at`
+
+**Attention-Regeln 7–9:** `overdue_action`, `review_due`, `recurring_due`
+
+Capabilities gesamt nach AP0.9: **33**.
+
+Operating Model Integration (AP0.10, Schema weiter `008`):
+
+| Endpoint | Methode | Capability | Beschreibung |
+|----------|---------|------------|--------------|
+| `/api/initiatives/{id}/steering-snapshot` | GET | `kairo.initiative.read` | Verknüpfter Graph + Lifecycle + Operating Phase (deprecated) |
+| `/api/initiatives/{id}/steering-context` | GET | `kairo.initiative.read` | SteeringContext (Lifecycle, Methode) |
+
+**Steering Core (AP1.0, Schema `009`):** `backend/steering/` — Standard Lifecycle, Hook/Method Registry, Signal Engine. Scope Lock: siehe `docs/architecture/ADP_AP1_0_Steering_Foundation_Scope_Lock_v0.1.md`.
+
+Version nach AP1.0: **`0.11.0-ap1.0`**
+
+**AP1.1 — Method Registry:**
+
+| Endpoint | Methode | Capability | Beschreibung |
+|----------|---------|------------|--------------|
+| `/api/steering/methods` | GET | `kairo.initiative.read` | Built-in Steuerungsmethoden |
+| `/api/steering/initiatives/{id}/context` | PATCH | `kairo.initiative.manage` | Methode pro Vorhaben setzen |
+
+Version nach AP1.1: **`0.11.1-ap1.1`**
+
+**Operating-Transitions:** Blocker gelöst → Maßnahme entblocken; Review abgeschlossen → Maßnahme `review_required` → `done`
+
+**Attention Regel 10:** `action_review_required` — Maßnahme ohne geplantes Review
+
+Version nach AP0.10: **`0.10.0-ap0.10`**. Brücke zum Steering Core: `docs/architecture/Kairo_Operating_Model_Steering_Bridge_v0.1.md`
+
+Operating Model Integration UI (AP0.10b, Schema weiter `008`):
+
+| Endpoint | Methode | Capability | Beschreibung |
+|----------|---------|------------|--------------|
+| `/api/workspace/actions/today` | GET | `kairo.workspace.read` | Meine Maßnahmen heute (überfällig zuerst) |
+
+**Workspace-Widgets:** Nächste sinnvolle Schritte, Heute, Aufmerksamkeit (erweitert)
+
+**Steuerungszustand v2:** Meilenstein-Horizont, Next Actions pro Vorhaben, Phase-Klartext
+
+Version nach AP0.10b: **`0.10.1-ap0.10b`**
+
+Operating Model Integration UI (AP0.10b, Schema weiter `008`):
+
+Tenant-Invarianten: `docs/architecture/Kairo_Tenant_Invariants_v0.1.md`
+ `docs/architecture/Kairo_Tenant_Invariants_v0.1.md`
+
+**Status Vorhaben:** `active`, `paused`, `completed`, `archived`
+
+**Status Maßnahme:** `open`, `in_progress`, `blocked`, `done`, `discarded`
+
+**Priorität:** `low`, `normal`, `high`
+
+```bash
+# Vorhaben anlegen
+curl -s -X POST http://localhost:8097/api/initiatives \
+  -H "X-Auth-Token: TOKEN" -H "Content-Type: application/json" \
+  -d '{"title":"Erstes Vorhaben","goal":"MVP validieren","priority":"high"}'
+
+# Maßnahme mit Zuweisung
+curl -s -X POST http://localhost:8097/api/initiatives/INITIATIVE_ID/actions \
+  -H "X-Auth-Token: TOKEN" -H "Content-Type: application/json" \
+  -d '{"title":"API testen","assigned_actor_ids":["ACTOR_ID"]}'
+
+# Meine offenen Maßnahmen
+curl -s http://localhost:8097/api/actions/me/open -H "X-Auth-Token: TOKEN"
+```
+
+### Workspace UI (AP0.6 / AP0.6b)
+
+Nach Login leitet Kairo auf den **Workspace** weiter.
+
+| Route | Beschreibung |
+|-------|--------------|
+| `/workspace` | Karten: Kontext, Überblick, **Aufmerksamkeit**, offene/blockierte Maßnahmen, aktive Vorhaben |
+| `/initiatives` | Vorhabenliste mit offenen Maßnahmen-Zähler |
+| `/initiatives/:id` | Vorhaben-Detail: Maßnahmen, **Meilensteine**, **Backlog**, **Blocker** |
+| `/my-actions` | Alle offenen Maßnahmen des aktuellen Actors |
+
+**App Shell (AP0.6b):** Desktop-Sidebar (≥1024px), Mobile-Header + Bottom-Navigation (<1024px), Tenant-/Actor-Kontext, Jinkendo-Family-Design-Tokens (`--jk-*`).
+
+**Frontend-Struktur:** `frontend/src/api/`, `registry/`, `widgets/`, `pages/`, `components/`, `styles/`, `config/appNav.js`
+
+**Widget Registry (frontend-only):** Widgets in `registry/widgetRegistry.js` — Capability-Filter, keine Backend-Persistenz.
+
+**PWA:** `frontend/public/manifest.webmanifest`, Icon unter `public/icons/`. Kein Service Worker (bewusst — Installierbarkeit über Manifest; kein Offline-Caching in Sprint 0).
+
+**Tests (Frontend):**
+
+```bash
+cd frontend && npm install && npm run test && npm run build
+```
+
+**Manueller Smoke-Test (Desktop + Mobile):**
+
+1. Login → Workspace lädt mit Karten
+2. Navigation: Workspace / Vorhaben / Meine Maßnahmen
+3. Vorhaben anlegen → Detail → Maßnahme anlegen → Status *Erledigt*
+4. Prüfen: Maßnahme verschwindet aus „Meine offenen Maßnahmen“
+5. Responsive: DevTools Viewports **1440px**, **1024px**, **390px** — keine horizontale Scrollbar, Bottom-Nav sichtbar unter 1024px
+6. PWA: Manifest unter `/manifest.webmanifest` erreichbar; „App installieren“ im Browser prüfbar
+7. AP0.7: ActorSelect lädt `/api/actors`; Maßnahme einem Agent zuweisen; Workspace-Überblick sichtbar
+8. AP0.8: Attention-Widget auf Workspace; Vorhaben-Detail mit Blocker/Backlog/Meilenstein; Backlog → Maßnahme konvertieren
+
+Abschlussberichte: `docs/sprints/Sprint0_AP0_6_Completion_Report_v0.1.md`, `docs/sprints/Sprint0_AP0_6b_Completion_Report_v0.2.md`, `docs/sprints/Sprint0_AP0_7_Completion_Report_v0.2.md`, `docs/sprints/Sprint0_AP0_8_Completion_Report_v0.1.md`
+
 ### Registries (AP0.4)
 
 Feature-, Prompt-, Placeholder- und Config-Registry analog zur Rights Registry: Code-Registrierung → Startup-Sync → DB.
@@ -147,6 +347,8 @@ Feature-, Prompt-, Placeholder- und Config-Registry analog zur Rights Registry:
 
 Startup: `sync_prompt_feature_config.py` nach Rights-Sync (`SKIP_REGISTRY_SYNC=1` zum Überspringen).
 
+Abschlussbericht: `docs/sprints/Sprint0_AP0_4_Completion_Report_v0.2.md`
+
 **Prompt-Modell:** `PromptDefinition` → `PromptVersion` → optional `PromptStep` (workflow-/pipeline-fähig; AP0.4 führt nur `execution_mode=single` aus).
 
 **Beispiel-Prompts:** `kairo.system.health_summary`, `kairo.context.debug_summary`
@@ -182,7 +384,13 @@ Registry-first: Capabilities werden in `backend/rights_registrations/` registrie
 |------------|-------|------------------|
 | `kairo.admin.access` | platform | Portal-Administration |
 | `kairo.tenant.manage` | tenant | Tenant-Verwaltung |
-| `kairo.actor.manage` | tenant | Actor-Verwaltung |
+| `kairo.actor.read` | tenant | Actors im Tenant lesen (Directory) |
+| `kairo.actor.manage` | tenant | Actors verwalten |
+| `kairo.workspace.read` | workspace | Workspace Read-Models / Data Layer |
+| `kairo.initiative.read` | initiative | Vorhaben lesen |
+| `kairo.initiative.manage` | initiative | Vorhaben verwalten |
+| `kairo.action.read` | action | Maßnahmen lesen |
+| `kairo.action.manage` | action | Maßnahmen verwalten / zuweisen |
 | `kairo.context.read` | platform | TenantContext lesen |
 | `kairo.entitlements.read` | platform | Entitlements lesen |
 

backend/data_layer/__init__.py

@@ -0,0 +1 @@
+"""Kairo Data Layer — read-oriented aggregation for workspace and dashboards."""

backend/data_layer/actions.py

@@ -0,0 +1,119 @@
+"""Action read-models for workspace — tenant-scoped, actor-assignment based."""
+
+from __future__ import annotations
+
+from typing import Any
+
+from psycopg2.extras import RealDictCursor
+
+from db import get_connection
+from services.actions import OPEN_ACTION_STATUSES, _attach_assignments, _serialize_row
+from tenant_context import TenantContext
+
+
+def _require_actor(ctx: TenantContext) -> str:
+    if not ctx.actor_id:
+        raise ValueError("Kein Actor im TenantContext")
+    return ctx.actor_id
+
+
+def _list_assigned_actions(
+    *,
+    tenant_id: str,
+    actor_id: str,
+    statuses: list[str],
+    order_today: bool = False,
+) -> list[dict[str, Any]]:
+    conn = get_connection()
+    order_clause = """
+                ORDER BY
+                    CASE WHEN a.due_at IS NOT NULL AND a.due_at < NOW() THEN 0 ELSE 1 END,
+                    CASE a.status WHEN 'blocked' THEN 0 WHEN 'review_required' THEN 1 ELSE 2 END,
+                    CASE a.priority
+                        WHEN 'high' THEN 0
+                        WHEN 'normal' THEN 1
+                        WHEN 'low' THEN 2
+                    END,
+                    a.due_at ASC NULLS LAST,
+                    a.updated_at DESC
+            """ if order_today else """
+                ORDER BY
+                    CASE a.priority
+                        WHEN 'high' THEN 0
+                        WHEN 'normal' THEN 1
+                        WHEN 'low' THEN 2
+                    END,
+                    a.updated_at DESC
+            """
+    try:
+        with conn.cursor(cursor_factory=RealDictCursor) as cur:
+            cur.execute(
+                f"""
+                SELECT a.id, a.tenant_id, a.initiative_id, a.title, a.description,
+                       a.status, a.priority, a.due_at, a.created_at, a.updated_at,
+                       i.title AS initiative_title,
+                       (a.due_at IS NOT NULL AND a.due_at < NOW()) AS is_overdue
+                FROM actions a
+                JOIN action_assignments aa
+                  ON aa.action_id = a.id AND aa.tenant_id = a.tenant_id
+                JOIN initiatives i
+                  ON i.id = a.initiative_id AND i.tenant_id = a.tenant_id
+                WHERE a.tenant_id = %s
+                  AND aa.actor_id = %s
+                  AND a.status = ANY(%s)
+                {order_clause}
+                """,
+                (tenant_id, actor_id, statuses),
+            )
+            actions = [_serialize_row(dict(row)) for row in cur.fetchall()]
+            for action in actions:
+                action["is_overdue"] = bool(action.pop("is_overdue", False))
+    finally:
+        conn.close()
+    return _attach_assignments(actions, tenant_id=tenant_id)
+
+
+def get_my_open_actions(ctx: TenantContext) -> list[dict[str, Any]]:
+    """Open + in_progress actions assigned to current actor (excludes blocked)."""
+    actor_id = _require_actor(ctx)
+    return _list_assigned_actions(
+        tenant_id=ctx.tenant_id,
+        actor_id=actor_id,
+        statuses=["open", "in_progress"],
+    )
+
+
+def get_my_blocked_actions(ctx: TenantContext) -> list[dict[str, Any]]:
+    """Blocked actions assigned to current actor."""
+    actor_id = _require_actor(ctx)
+    return _list_assigned_actions(
+        tenant_id=ctx.tenant_id,
+        actor_id=actor_id,
+        statuses=["blocked"],
+    )
+
+
+def get_all_my_open_actions(ctx: TenantContext) -> list[dict[str, Any]]:
+    """All non-terminal open actions (open, in_progress, blocked) — legacy compat."""
+    actor_id = _require_actor(ctx)
+    return _list_assigned_actions(
+        tenant_id=ctx.tenant_id,
+        actor_id=actor_id,
+        statuses=list(OPEN_ACTION_STATUSES),
+    )
+
+
+def get_my_today_actions(ctx: TenantContext, *, limit: int = 15) -> list[dict[str, Any]]:
+    """Maßnahmen für heute — überfällig zuerst, dann blockiert/review, dann Priorität."""
+    if limit < 1:
+        limit = 1
+    if limit > 50:
+        limit = 50
+    actor_id = _require_actor(ctx)
+    actions = _list_assigned_actions(
+        tenant_id=ctx.tenant_id,
+        actor_id=actor_id,
+        statuses=["open", "ready", "in_progress", "blocked", "review_required"],
+        order_today=True,
+    )
+    return actions[:limit]

backend/data_layer/actors.py

@@ -0,0 +1,61 @@
+"""Actor workload read-models — tenant-scoped aggregation."""
+
+from __future__ import annotations
+
+from typing import Any
+
+from psycopg2.extras import RealDictCursor
+
+from db import get_connection
+from tenant_context import TenantContext
+
+
+def get_actor_workload(ctx: TenantContext) -> list[dict[str, Any]]:
+    """Open/blocked/in_progress action counts per active actor in tenant."""
+    conn = get_connection()
+    try:
+        with conn.cursor(cursor_factory=RealDictCursor) as cur:
+            cur.execute(
+                """
+                SELECT
+                    a.id AS actor_id,
+                    a.name AS display_name,
+                    a.actor_type,
+                    COUNT(*) FILTER (WHERE act.status = 'open') AS open_actions,
+                    COUNT(*) FILTER (WHERE act.status = 'blocked') AS blocked_actions,
+                    COUNT(*) FILTER (WHERE act.status = 'in_progress') AS in_progress_actions
+                FROM actors a
+                LEFT JOIN action_assignments aa
+                  ON aa.actor_id = a.id AND aa.tenant_id = a.tenant_id
+                LEFT JOIN actions act
+                  ON act.id = aa.action_id
+                 AND act.tenant_id = aa.tenant_id
+                 AND act.status IN ('open', 'in_progress', 'blocked')
+                WHERE a.tenant_id = %s AND a.is_active = TRUE
+                GROUP BY a.id, a.name, a.actor_type
+                ORDER BY
+                    CASE a.actor_type
+                        WHEN 'human' THEN 0
+                        WHEN 'working_group' THEN 1
+                        WHEN 'agent' THEN 2
+                        ELSE 3
+                    END,
+                    a.name
+                """,
+                (ctx.tenant_id,),
+            )
+            result = []
+            for row in cur.fetchall():
+                result.append(
+                    {
+                        "actor_id": str(row["actor_id"]),
+                        "display_name": row["display_name"],
+                        "actor_type": row["actor_type"],
+                        "open_actions": int(row["open_actions"] or 0),
+                        "blocked_actions": int(row["blocked_actions"] or 0),
+                        "in_progress_actions": int(row["in_progress_actions"] or 0),
+                    }
+                )
+            return result
+    finally:
+        conn.close()

backend/data_layer/attention.py

@@ -0,0 +1,25 @@
+"""Attention and NextAction — thin Data Layer wrapper (AP1.0)."""
+
+from __future__ import annotations
+
+from steering.signals.engine import evaluate
+from tenant_context import TenantContext
+
+
+def get_attention_items(ctx: TenantContext):
+    return evaluate(ctx, kind="attention")
+
+
+def get_next_action_candidates(ctx: TenantContext, *, limit: int = 10):
+    return evaluate(ctx, kind="next_action", limit=limit)
+
+
+def get_next_action_candidates_for_initiative(
+    ctx: TenantContext, *, initiative_id: str, limit: int = 5
+):
+    return evaluate(
+        ctx,
+        kind="next_action",
+        limit=limit,
+        initiative_id=initiative_id,
+    )

backend/data_layer/initiative_snapshot.py

@@ -0,0 +1,420 @@
+"""Initiative steering snapshot — verknüpftes Read-Model (AP0.10a).
+
+Baut aus flachen OM-Tabellen einen erklärbaren Graph für UI und spätere Steering Core.
+"""
+
+from __future__ import annotations
+
+from typing import Any, Optional
+
+from psycopg2.extras import RealDictCursor
+
+from db import get_connection
+from entity_archetypes.registry import archetype_label
+from method_profiles.registry import get_method_profile
+from steering.context import get_steering_context_dto
+from steering.kernel import evaluate_steering
+from steering.signals.snapshot_signals import derive_initiative_signals
+from services.initiatives import get_initiative
+from services.progression_graph import compute_progression_state
+from tenant_context import TenantContext
+
+OPEN_BLOCKER = ("open", "in_progress")
+OPEN_ACTION = ("open", "ready", "in_progress", "blocked", "review_required")
+ACTIVE_INITIATIVE = ("active", "paused")
+
+_REASON_LABELS = {
+    "open_action_priority": "Offenes Arbeitspaket",
+    "milestone_at_risk_or_active": "Plan-Element aktiv oder gefährdet",
+    "blocked_action": "Blockiertes Arbeitspaket",
+    "backlog_triage": "Eingang triagieren",
+}
+
+
+def _steering_guidance(
+    *,
+    next_actions: list[dict[str, Any]],
+    signals: list[str],
+    method_key: str,
+) -> str:
+    if next_actions:
+        item = next_actions[0]
+        title = item.get("title") or "Nächster Schritt"
+        hint = (
+            item.get("recommended_action")
+            or item.get("summary")
+            or _REASON_LABELS.get(item.get("reason_code", ""), "")
+        )
+        if hint:
+            return f"Als Nächstes: {title} — {hint}"
+        return f"Als Nächstes: {title}"
+    if signals:
+        return "Attention: Struktur oder Ist-Arbeit ergänzen, um Next Actions zu erzeugen."
+    return (
+        f"Methode {method_key}: Plan oder Eingang befüllen, dann committete Arbeit starten."
+    )
+
+
+def _attention_items(signals: list[str]) -> list[dict[str, str]]:
+    return [{"code": code, "label": code.replace("_", " ")} for code in signals]
+
+
+def _sid(value: Any) -> Optional[str]:
+    return str(value) if value else None
+
+
+def _iso(value: Any) -> Optional[str]:
+    return value.isoformat() if value else None
+
+
+def get_initiative_steering_snapshot(
+    ctx: TenantContext, *, initiative_id: str
+) -> Optional[dict[str, Any]]:
+    """Tenant-scoped Graph-Snapshot eines Vorhabens."""
+    initiative = get_initiative(tenant_id=ctx.tenant_id, initiative_id=initiative_id)
+    if not initiative:
+        return None
+
+    conn = get_connection()
+    try:
+        with conn.cursor(cursor_factory=RealDictCursor) as cur:
+            cur.execute(
+                """
+                SELECT id, title, description, status, priority, due_at,
+                       created_at, updated_at
+                FROM actions
+                WHERE tenant_id = %s AND initiative_id = %s
+                ORDER BY updated_at DESC
+                """,
+                (ctx.tenant_id, initiative_id),
+            )
+            actions_raw = [dict(r) for r in cur.fetchall()]
+
+            cur.execute(
+                """
+                SELECT id, action_id, title, status, created_at, updated_at
+                FROM blockers
+                WHERE tenant_id = %s AND initiative_id = %s
+                ORDER BY updated_at DESC
+                """,
+                (ctx.tenant_id, initiative_id),
+            )
+            blockers = [dict(r) for r in cur.fetchall()]
+
+            cur.execute(
+                """
+                SELECT id, action_id, milestone_id, title, status, created_at, updated_at
+                FROM evidence
+                WHERE tenant_id = %s AND initiative_id = %s
+                ORDER BY updated_at DESC
+                """,
+                (ctx.tenant_id, initiative_id),
+            )
+            evidence = [dict(r) for r in cur.fetchall()]
+
+            cur.execute(
+                """
+                SELECT id, action_id, milestone_id, title, status, due_at,
+                       created_at, updated_at
+                FROM reviews
+                WHERE tenant_id = %s AND initiative_id = %s
+                ORDER BY updated_at DESC
+                """,
+                (ctx.tenant_id, initiative_id),
+            )
+            reviews = [dict(r) for r in cur.fetchall()]
+
+            cur.execute(
+                """
+                SELECT id, title, status, priority, converted_action_id, item_kind,
+                       parent_backlog_id, created_at, updated_at
+                FROM backlog_items
+                WHERE tenant_id = %s AND initiative_id = %s
+                ORDER BY updated_at DESC
+                """,
+                (ctx.tenant_id, initiative_id),
+            )
+            backlog = [dict(r) for r in cur.fetchall()]
+
+            cur.execute(
+                """
+                SELECT ri.id, ri.title, ri.status, ri.target_date, ri.item_type,
+                       ri.sequencing_mode, ri.sort_order, ri.created_at, ri.updated_at
+                FROM roadmap_items ri
+                JOIN roadmaps r ON r.id = ri.roadmap_id AND r.tenant_id = ri.tenant_id
+                WHERE ri.tenant_id = %s AND r.initiative_id = %s
+                ORDER BY ri.sort_order ASC, ri.updated_at DESC
+                """,
+                (ctx.tenant_id, initiative_id),
+            )
+            roadmap_items_raw = [dict(r) for r in cur.fetchall()]
+
+            cur.execute(
+                """
+                SELECT id, title, status, outcome, created_at, updated_at
+                FROM decisions
+                WHERE tenant_id = %s AND initiative_id = %s
+                ORDER BY updated_at DESC
+                """,
+                (ctx.tenant_id, initiative_id),
+            )
+            decisions = [dict(r) for r in cur.fetchall()]
+
+            cur.execute(
+                """
+                SELECT id, title, status, next_due_at, created_at, updated_at
+                FROM recurring_elements
+                WHERE tenant_id = %s AND initiative_id = %s
+                ORDER BY updated_at DESC
+                """,
+                (ctx.tenant_id, initiative_id),
+            )
+            recurring = [dict(r) for r in cur.fetchall()]
+    finally:
+        conn.close()
+
+    blockers_by_action: dict[str, list[dict]] = {}
+    unlinked_blockers: list[dict] = []
+    for b in blockers:
+        item = {
+            "id": _sid(b["id"]),
+            "title": b["title"],
+            "status": b["status"],
+            "action_id": _sid(b.get("action_id")),
+        }
+        aid = item["action_id"]
+        if aid:
+            blockers_by_action.setdefault(aid, []).append(item)
+        else:
+            unlinked_blockers.append(item)
+
+    evidence_by_action: dict[str, list[dict]] = {}
+    unlinked_evidence: list[dict] = []
+    for e in evidence:
+        item = {
+            "id": _sid(e["id"]),
+            "title": e["title"],
+            "status": e["status"],
+            "action_id": _sid(e.get("action_id")),
+            "milestone_id": _sid(e.get("milestone_id")),
+        }
+        aid = item["action_id"]
+        if aid:
+            evidence_by_action.setdefault(aid, []).append(item)
+        else:
+            unlinked_evidence.append(item)
+
+    reviews_by_action: dict[str, list[dict]] = {}
+    reviews_by_milestone: dict[str, list[dict]] = {}
+    unlinked_reviews: list[dict] = []
+    planned_reviews_due = 0
+    for r in reviews:
+        item = {
+            "id": _sid(r["id"]),
+            "title": r["title"],
+            "status": r["status"],
+            "due_at": _iso(r.get("due_at")),
+            "action_id": _sid(r.get("action_id")),
+            "milestone_id": _sid(r.get("milestone_id")),
+        }
+        if r["status"] == "planned" and r.get("due_at"):
+            planned_reviews_due += 1
+        aid, mid = item["action_id"], item["milestone_id"]
+        if aid:
+            reviews_by_action.setdefault(aid, []).append(item)
+        elif mid:
+            reviews_by_milestone.setdefault(mid, []).append(item)
+        else:
+            unlinked_reviews.append(item)
+
+    actions: list[dict[str, Any]] = []
+    open_actions = blocked_actions = review_required_actions = 0
+    for a in actions_raw:
+        aid = _sid(a["id"])
+        status = a["status"]
+        if status in OPEN_ACTION:
+            open_actions += 1
+        if status == "blocked":
+            blocked_actions += 1
+        if status == "review_required":
+            review_required_actions += 1
+        action_blockers = blockers_by_action.get(aid, [])
+        open_blocker_count = sum(1 for b in action_blockers if b["status"] in OPEN_BLOCKER)
+        actions.append(
+            {
+                "id": aid,
+                "title": a["title"],
+                "status": status,
+                "priority": a["priority"],
+                "due_at": _iso(a.get("due_at")),
+                "blockers": action_blockers,
+                "evidence": evidence_by_action.get(aid, []),
+                "reviews": reviews_by_action.get(aid, []),
+                "open_blocker_count": open_blocker_count,
+                "has_open_blocker": open_blocker_count > 0,
+            }
+        )
+
+    roadmap_items: list[dict[str, Any]] = []
+    for m in roadmap_items_raw:
+        mid = _sid(m["id"])
+        roadmap_items.append(
+            {
+                "id": mid,
+                "title": m["title"],
+                "status": m["status"],
+                "item_type": m["item_type"],
+                "sequencing_mode": m["sequencing_mode"],
+                "sort_order": m.get("sort_order", 0),
+                "target_date": m["target_date"].isoformat() if m.get("target_date") else None,
+                "reviews": reviews_by_milestone.get(mid, []),
+            }
+        )
+
+    open_blockers = sum(
+        1 for b in blockers if b["status"] in OPEN_BLOCKER
+    )
+    backlog_new = sum(1 for bi in backlog if bi["status"] in ("new", "triaged", "accepted"))
+
+    signals = derive_initiative_signals(
+        initiative_status=initiative["status"],
+        open_actions=open_actions,
+        blocked_actions=blocked_actions,
+        review_required_actions=review_required_actions,
+        open_blockers=open_blockers,
+        backlog_new=backlog_new,
+        planned_reviews_due=planned_reviews_due,
+    )
+
+    upcoming_milestones = sorted(
+        [
+            m
+            for m in roadmap_items
+            if m["status"] in ("planned", "active", "at_risk")
+        ],
+        key=lambda m: (m["target_date"] is None, m["target_date"] or ""),
+    )[:5]
+
+    evaluation = evaluate_steering(ctx, initiative_id=initiative_id, next_work_limit=5)
+    next_actions = evaluation.next_work
+    kernel_attention = evaluation.attention
+    epic_rollup = evaluation.read_models.get("epic_rollup") or []
+    sprint_commit_proposals = evaluation.proposals.get("sprint_commit") or []
+
+    steering = get_steering_context_dto(ctx, initiative_id=initiative_id)
+    metadata = steering.get("lifecycle_metadata") or {}
+    if isinstance(metadata, str):
+        metadata = {}
+    method_profile_key = metadata.get("method_profile_key")
+    method_profile_label = None
+    if method_profile_key:
+        profile = get_method_profile(method_profile_key)
+        if profile:
+            method_profile_label = profile.get("label")
+    initiative_archetype = initiative.get("archetype_key") or "initiative.generic"
+
+    from services.work_cycle import get_active_work_cycle
+
+    active_work_cycle = get_active_work_cycle(
+        tenant_id=ctx.tenant_id, initiative_id=initiative_id
+    )
+
+    return {
+        "initiative_id": initiative_id,
+        "initiative_title": initiative["title"],
+        "initiative_status": initiative["status"],
+        "archetype_key": initiative_archetype,
+        "archetype_label": archetype_label(
+            entity_type="initiative", archetype_key=initiative_archetype
+        ),
+        "method_profile_key": method_profile_key,
+        "method_profile_label": method_profile_label,
+        "lifecycle_state": steering["lifecycle_state"],
+        "lifecycle_label": steering["lifecycle_label"],
+        "method_key": steering["method_key"],
+        "method_label": steering.get("method_label"),
+        "method_version": steering["method_version"],
+        "steering_guidance": _steering_guidance(
+            next_actions=next_actions,
+            signals=signals,
+            method_key=steering["method_key"],
+        ),
+        "attention_items": _attention_items(signals)
+        + [
+            {
+                "code": item.get("reason_code") or item.get("kind", "attention"),
+                "label": item.get("summary") or item.get("title") or "Attention",
+            }
+            for item in kernel_attention[:5]
+        ],
+        "signals": signals,
+        "steering_kernel": {
+            "horizon": evaluation.horizon.to_dict(),
+            "lifecycle": evaluation.lifecycle.to_dict(),
+            "primary_method_key": evaluation.binding.primary_method_key,
+            "composition_modifier": evaluation.binding.composition_modifier,
+            "data_source": evaluation.data_source,
+            "read_models": evaluation.read_models,
+            "proposals": evaluation.proposals,
+            "agent_slots": evaluation.agent_slots,
+        },
+        "upcoming_milestones": upcoming_milestones,
+        "upcoming_roadmap_items": upcoming_milestones,
+        "next_actions": next_actions,
+        "active_work_cycle": active_work_cycle,
+        "epic_rollup": epic_rollup,
+        "sprint_commit_proposals": sprint_commit_proposals,
+        "gate_next_actions_proposals": evaluation.proposals.get("gate_next_actions") or [],
+        "intake_triage_proposals": evaluation.proposals.get("intake_triage") or [],
+        "agent_slots": evaluation.agent_slots,
+        "tech_debt_summary": evaluation.read_models.get("tech_debt_summary") or {},
+        "counts": {
+            "actions_open": open_actions,
+            "actions_blocked": blocked_actions,
+            "actions_review_required": review_required_actions,
+            "blockers_open": open_blockers,
+            "backlog_open": backlog_new,
+            "decisions": len(decisions),
+            "reviews_planned_due": planned_reviews_due,
+            "recurring_active": sum(1 for r in recurring if r["status"] == "active"),
+            "unlinked_blockers": len(unlinked_blockers),
+            "unlinked_evidence": len(unlinked_evidence),
+            "unlinked_reviews": len(unlinked_reviews),
+        },
+        "actions": actions,
+        "roadmap_items": roadmap_items,
+        "milestones": roadmap_items,
+        "progression_state": compute_progression_state(
+            tenant_id=ctx.tenant_id, initiative_id=initiative_id
+        ),
+        "initiative_level": {
+            "blockers": unlinked_blockers,
+            "evidence": unlinked_evidence,
+            "reviews": unlinked_reviews,
+            "decisions": [
+                {"id": _sid(d["id"]), "title": d["title"], "status": d["status"]}
+                for d in decisions
+            ],
+            "backlog": [
+                {
+                    "id": _sid(b["id"]),
+                    "title": b["title"],
+                    "status": b["status"],
+                    "item_kind": b.get("item_kind"),
+                    "parent_backlog_id": _sid(b.get("parent_backlog_id")),
+                    "converted_action_id": _sid(b.get("converted_action_id")),
+                }
+                for b in backlog
+            ],
+            "recurring": [
+                {
+                    "id": _sid(r["id"]),
+                    "title": r["title"],
+                    "status": r["status"],
+                    "next_due_at": _iso(r.get("next_due_at")),
+                }
+                for r in recurring
+            ],
+        },
+        "data_source": "initiative_steering_snapshot",
+    }

backend/data_layer/initiatives.py

@@ -0,0 +1,37 @@
+"""Initiative read-models for workspace."""
+
+from __future__ import annotations
+
+from typing import Any, Optional
+
+from psycopg2.extras import RealDictCursor
+
+from db import get_connection
+from services.initiatives import _serialize_row
+from tenant_context import TenantContext
+
+
+def get_active_initiatives(
+    ctx: TenantContext,
+    *,
+    limit: Optional[int] = None,
+) -> list[dict[str, Any]]:
+    """Active and paused initiatives in the current tenant."""
+    conn = get_connection()
+    try:
+        with conn.cursor(cursor_factory=RealDictCursor) as cur:
+            sql = """
+                SELECT id, tenant_id, title, goal, vision, target_state_summary, archetype_key,
+                       status, priority, portfolio_rank, owner_actor_id, created_at, updated_at
+                FROM initiatives
+                WHERE tenant_id = %s AND status IN ('active', 'paused')
+                ORDER BY portfolio_rank ASC NULLS LAST, updated_at DESC, title
+            """
+            params: list[Any] = [ctx.tenant_id]
+            if limit is not None:
+                sql += " LIMIT %s"
+                params.append(limit)
+            cur.execute(sql, params)
+            return [_serialize_row(dict(row)) for row in cur.fetchall()]
+    finally:
+        conn.close()

backend/data_layer/portfolio_steering.py

@@ -0,0 +1,23 @@
+"""Portfolio steering read model — K-Ext-5."""
+
+from __future__ import annotations
+
+from typing import Any
+
+from steering.portfolio.aggregate import aggregate_portfolio_steering
+from tenant_context import TenantContext
+
+
+def get_portfolio_steering(
+    ctx: TenantContext,
+    *,
+    max_initiatives: int = 50,
+    total_attention: int = 30,
+    total_next_work: int = 15,
+) -> dict[str, Any]:
+    return aggregate_portfolio_steering(
+        ctx,
+        max_initiatives=max_initiatives,
+        total_attention=total_attention,
+        total_next_work=total_next_work,
+    )

backend/data_layer/workspace.py

@@ -0,0 +1,70 @@
+"""Workspace summary read-model — tenant-scoped KPIs for current actor."""
+
+from __future__ import annotations
+
+from typing import Any
+
+from psycopg2.extras import RealDictCursor
+
+from db import get_connection
+from tenant_context import TenantContext
+
+
+def get_workspace_summary(ctx: TenantContext) -> dict[str, Any]:
+    """
+    Summary for workspace dashboard.
+
+    Personal counts (current actor): open, blocked, recently done.
+    Tenant-wide: active initiatives count.
+    """
+    if not ctx.actor_id:
+        return {
+            "open_actions_count": 0,
+            "blocked_actions_count": 0,
+            "active_initiatives_count": 0,
+            "done_actions_recent_count": 0,
+        }
+
+    conn = get_connection()
+    try:
+        with conn.cursor(cursor_factory=RealDictCursor) as cur:
+            cur.execute(
+                """
+                SELECT
+                    COUNT(*) FILTER (
+                        WHERE a.status IN ('open', 'in_progress')
+                    ) AS open_actions_count,
+                    COUNT(*) FILTER (
+                        WHERE a.status = 'blocked'
+                    ) AS blocked_actions_count,
+                    COUNT(*) FILTER (
+                        WHERE a.status = 'done'
+                          AND a.updated_at >= NOW() - INTERVAL '7 days'
+                    ) AS done_actions_recent_count
+                FROM actions a
+                JOIN action_assignments aa
+                  ON aa.action_id = a.id AND aa.tenant_id = a.tenant_id
+                WHERE a.tenant_id = %s AND aa.actor_id = %s
+                """,
+                (ctx.tenant_id, ctx.actor_id),
+            )
+            row = dict(cur.fetchone())
+
+            cur.execute(
+                """
+                SELECT COUNT(*) AS active_initiatives_count
+                FROM initiatives
+                WHERE tenant_id = %s AND status IN ('active', 'paused')
+                """,
+                (ctx.tenant_id,),
+            )
+            initiatives_row = dict(cur.fetchone())
+    finally:
+        conn.close()
+
+    return {
+        "open_actions_count": int(row["open_actions_count"] or 0),
+        "blocked_actions_count": int(row["blocked_actions_count"] or 0),
+        "active_initiatives_count": int(initiatives_row["active_initiatives_count"] or 0),
+        "done_actions_recent_count": int(row["done_actions_recent_count"] or 0),
+    }

backend/entity_archetypes/__init__.py

@@ -0,0 +1,21 @@
+from entity_archetypes.registry import (
+    ENTITY_ARCHETYPES,
+    INITIATIVE_ARCHETYPES,
+    PROJECT_ARCHETYPES,
+    archetype_label,
+    list_archetypes,
+    mirror_project_archetype_key,
+    resolve_default_method_key,
+    validate_archetype_key,
+)
+
+__all__ = [
+    "ENTITY_ARCHETYPES",
+    "INITIATIVE_ARCHETYPES",
+    "PROJECT_ARCHETYPES",
+    "archetype_label",
+    "list_archetypes",
+    "mirror_project_archetype_key",
+    "resolve_default_method_key",
+    "validate_archetype_key",
+]

backend/entity_archetypes/registry.py

@@ -0,0 +1,211 @@
+"""System-Archetypen (AP1.10 + AP2.0) — Seeds, Bindings, Spiegel Project."""
+
+from __future__ import annotations
+
+from typing import Any, Optional
+
+from psycopg2.extras import RealDictCursor
+
+from db import get_connection
+from entity_archetypes.ui_profiles import INITIATIVE_UI_PROFILES, resolve_ui_profile
+
+# initiative suffix → default method (shared by initiative + project mirror)
+_METHOD_BY_SUFFIX: dict[str, str] = {
+    "generic": "generic_operating",
+    "maturity_journey": "maturity_progression",
+    "linear_project": "sequential_dependency",
+    "recurring_program": "recurring_control",
+    "support_queue": "queue_pull",
+    "program": "program_delivery",
+    "product": "continuous_product",
+    "dispute_case": "dispute_procedure",
+    "content_project": "chapter_based_progression",
+}
+
+_INITIATIVE_SPEC_META: tuple[tuple[str, str, str], ...] = (
+    ("generic", "Allgemeines Vorhaben", "Fallback ohne spezielle Steuerungsvorlage."),
+    (
+        "maturity_journey",
+        "Reifegrad-Entwicklung",
+        "Mehrstufige Entwicklung, Routinen, Graph-Voraussetzungen.",
+    ),
+    (
+        "linear_project",
+        "Lineares Vorhaben",
+        "Einmalprojekte mit Pfaden, Gates und Graph.",
+    ),
+    (
+        "recurring_program",
+        "Dauerprogramm / Rhythmus",
+        "Haushalt, Rhythmen, Abweichungs-Steuerung.",
+    ),
+    (
+        "support_queue",
+        "Inbox / Queue",
+        "Ad-hoc-Eingang, triage, thematische Zuordnung.",
+    ),
+    (
+        "program",
+        "Programm (begrenzt)",
+        "Phasen, Release-Programm mit Abschluss.",
+    ),
+    (
+        "product",
+        "Produkt (kontinuierlich)",
+        "Dauerbetrieb, Wartung, Issues, Weiterentwicklung.",
+    ),
+    (
+        "dispute_case",
+        "Verfahren / Konflikt",
+        "Reaktive Steuerung, Fristen, Entscheidungen.",
+    ),
+    (
+        "content_project",
+        "Inhalt / Kapitel",
+        "Bücher, Konzepte, Kapitelstruktur.",
+    ),
+)
+
+
+def _build_specs() -> tuple[dict[str, Any], ...]:
+    specs: list[dict[str, Any]] = []
+    for suffix, label, description in _INITIATIVE_SPEC_META:
+        method = _METHOD_BY_SUFFIX[suffix]
+        initiative_key = f"initiative.{suffix}"
+        ui_profile = INITIATIVE_UI_PROFILES.get(initiative_key, {})
+        specs.append(
+            {
+                "key": initiative_key,
+                "entity_type": "initiative",
+                "label": label,
+                "description": description,
+                "is_system": True,
+                "default_method_key": method,
+                "default_method_profile_key": None,
+                "ui_profile_json": ui_profile,
+            }
+        )
+        specs.append(
+            {
+                "key": f"project.{suffix}",
+                "entity_type": "project",
+                "label": label,
+                "description": f"Project-Spiegel: {description}",
+                "is_system": True,
+                "default_method_key": method,
+                "default_method_profile_key": None,
+                "ui_profile_json": {},
+            }
+        )
+    return tuple(specs)
+
+
+ENTITY_ARCHETYPES: tuple[dict[str, Any], ...] = _build_specs()
+
+INITIATIVE_ARCHETYPES: tuple[dict[str, Any], ...] = tuple(
+    item for item in ENTITY_ARCHETYPES if item["entity_type"] == "initiative"
+)
+
+PROJECT_ARCHETYPES: tuple[dict[str, Any], ...] = tuple(
+    item for item in ENTITY_ARCHETYPES if item["entity_type"] == "project"
+)
+
+_ARCHETYPE_INDEX: dict[tuple[str, str], dict[str, Any]] = {
+    (item["entity_type"], item["key"]): item for item in ENTITY_ARCHETYPES
+}
+
+_KEY_INDEX: dict[str, dict[str, Any]] = {item["key"]: item for item in ENTITY_ARCHETYPES}
+
+
+def _list_archetypes_from_memory(*, entity_type: Optional[str] = None) -> list[dict[str, Any]]:
+    items = ENTITY_ARCHETYPES
+    if entity_type is not None:
+        items = tuple(i for i in items if i["entity_type"] == entity_type)
+    return [_public_archetype(item) for item in items]
+
+
+def _public_archetype(item: dict[str, Any]) -> dict[str, Any]:
+    return {
+        "key": item["key"],
+        "entity_type": item["entity_type"],
+        "label": item["label"],
+        "description": item["description"],
+        "is_system": item["is_system"],
+        "default_method_key": item["default_method_key"],
+        "default_method_profile_key": item.get("default_method_profile_key"),
+    }
+
+
+def _enrich_row(row: dict[str, Any]) -> dict[str, Any]:
+    base = dict(row)
+    spec = _KEY_INDEX.get(base.get("key", ""))
+    if spec:
+        base.setdefault("default_method_key", spec["default_method_key"])
+        base.setdefault("default_method_profile_key", spec.get("default_method_profile_key"))
+    return base
+
+
+def list_archetypes(*, entity_type: Optional[str] = None) -> list[dict[str, Any]]:
+    conn = get_connection()
+    try:
+        with conn.cursor(cursor_factory=RealDictCursor) as cur:
+            if entity_type is None:
+                cur.execute(
+                    """
+                    SELECT archetype_key AS key, entity_type, label, description, is_system
+                    FROM entity_archetypes
+                    ORDER BY entity_type ASC, archetype_key ASC
+                    """
+                )
+            else:
+                cur.execute(
+                    """
+                    SELECT archetype_key AS key, entity_type, label, description, is_system
+                    FROM entity_archetypes
+                    WHERE entity_type = %s
+                    ORDER BY archetype_key ASC
+                    """,
+                    (entity_type,),
+                )
+            rows = cur.fetchall()
+            if rows:
+                return [_enrich_row(dict(row)) for row in rows]
+    except Exception:
+        pass
+    finally:
+        conn.close()
+    return _list_archetypes_from_memory(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
+
+
+def resolve_default_method_key(archetype_key: str) -> str:
+    spec = _KEY_INDEX.get(archetype_key)
+    if not spec:
+        return "generic_operating"
+    return spec.get("default_method_key", "generic_operating")
+
+
+def get_ui_profile_json(archetype_key: str) -> dict[str, Any]:
+    """UI-Profil aus Registry-Seed (DB-Sync-Quelle)."""
+    spec = _KEY_INDEX.get(archetype_key)
+    if spec and spec.get("ui_profile_json"):
+        return dict(spec["ui_profile_json"])
+    return resolve_ui_profile(archetype_key)
+
+
+def mirror_project_archetype_key(initiative_archetype_key: str) -> str:
+    if initiative_archetype_key.startswith("initiative."):
+        suffix = initiative_archetype_key[len("initiative.") :]
+        candidate = f"project.{suffix}"
+        if ( "project", candidate) in _ARCHETYPE_INDEX:
+            return candidate
+    return "project.generic"

backend/entity_archetypes/ui_profiles.py

@@ -0,0 +1,238 @@
+"""UI-Profile für Initiative-Archetypen — AP2.3a / AP2.3f."""
+
+from __future__ import annotations
+
+from typing import Any
+
+_PRODUCT_PROCESS = (
+    {"key": "inbox", "to": "/plan/inbox", "label": "Eingang", "mode": "plan"},
+    {"key": "sprint-plan", "to": "/plan/sprint", "label": "Sprint planen", "mode": "plan"},
+    {"key": "sprint-work", "to": "/work/sprint", "label": "Ausführen", "mode": "work"},
+    {"key": "control", "to": "/control/status", "label": "Kontrolle", "mode": "control"},
+)
+
+_LINEAR_PROCESS = (
+    {"key": "gates", "to": "/plan/gates", "label": "Zielzustände", "mode": "plan"},
+    {"key": "work", "to": "/work/today", "label": "Ausführen", "mode": "work"},
+    {"key": "control", "to": "/control/status", "label": "Kontrolle", "mode": "control"},
+)
+
+_MATURITY_PROCESS = (
+    {"key": "gates", "to": "/plan/gates", "label": "Stufen", "mode": "plan"},
+    {"key": "journey", "to": "/control/journey", "label": "Rhythmen", "mode": "control"},
+    {"key": "work", "to": "/work/today", "label": "Ausführen", "mode": "work"},
+    {"key": "control", "to": "/control/status", "label": "Kontrolle", "mode": "control"},
+)
+
+_PROGRAM_PROCESS = (
+    {"key": "gates", "to": "/plan/gates", "label": "Phasen", "mode": "plan"},
+    {"key": "inbox", "to": "/plan/inbox", "label": "Eingang", "mode": "plan"},
+    {"key": "work", "to": "/work/today", "label": "Ausführen", "mode": "work"},
+    {"key": "control", "to": "/control/status", "label": "Kontrolle", "mode": "control"},
+)
+
+_SUPPORT_QUEUE_PROCESS = (
+    {"key": "inbox", "to": "/plan/inbox", "label": "Eingang", "mode": "plan"},
+    {"key": "work", "to": "/work/today", "label": "Ausführen", "mode": "work"},
+    {"key": "control", "to": "/control/status", "label": "Kontrolle", "mode": "control"},
+)
+
+_CONTENT_PROCESS = (
+    {"key": "gates", "to": "/plan/gates", "label": "Kapitel", "mode": "plan"},
+    {"key": "work", "to": "/work/today", "label": "Ausführen", "mode": "work"},
+    {"key": "control", "to": "/control/status", "label": "Kontrolle", "mode": "control"},
+)
+
+_DISPUTE_PROCESS = (
+    {"key": "work", "to": "/work/today", "label": "Ausführen", "mode": "work"},
+    {"key": "control", "to": "/control/status", "label": "Kontrolle", "mode": "control"},
+)
+
+_COMMON_OM_SLICES = (
+    "actions",
+    "blockers",
+    "evidence",
+    "decisions",
+    "reviews",
+    "steering_methods",
+)
+
+GENERIC_UI_PROFILE: dict[str, Any] = {
+    "processSteps": [],
+    "planDefaultRoute": "/plan/profile",
+    "workDefaultRoute": "/work/today",
+    "controlDefaultRoute": "/control/status",
+    "planOutlineKeys": None,
+    "workNavKeys": None,
+    "dataSlices": [
+        "actions",
+        "backlog",
+        "roadmap",
+        "projects",
+        "blockers",
+        *_COMMON_OM_SLICES[1:],
+    ],
+    "enabledModes": ["plan", "work", "control"],
+}
+
+INITIATIVE_UI_PROFILES: dict[str, dict[str, Any]] = {
+    "initiative.generic": dict(GENERIC_UI_PROFILE),
+    "initiative.product": {
+        "processSteps": list(_PRODUCT_PROCESS),
+        "planDefaultRoute": "/plan/inbox",
+        "workDefaultRoute": "/work/sprint",
+        "workDefaultRouteWithoutActiveWorkCycle": "/work/today",
+        "controlDefaultRoute": "/control/status",
+        "planOutlineKeys": ["profile", "inbox", "work", "sprint", "gates"],
+        "workNavKeys": ["sprint", "today", "mine"],
+        "dataSlices": [
+            "backlog",
+            "actions",
+            "roadmap",
+            "work_cycles",
+            "projects",
+            "blockers",
+            "evidence",
+            "decisions",
+            "reviews",
+            "steering_methods",
+        ],
+        "enabledModes": ["plan", "work", "control"],
+    },
+    "initiative.linear_project": {
+        "processSteps": list(_LINEAR_PROCESS),
+        "planDefaultRoute": "/plan/gates",
+        "workDefaultRoute": "/work/today",
+        "controlDefaultRoute": "/control/status",
+        "planOutlineKeys": ["profile", "structure", "gates", "inbox", "work"],
+        "workNavKeys": ["today", "mine", "sprint"],
+        "dataSlices": [
+            "backlog",
+            "actions",
+            "roadmap",
+            "projects",
+            "blockers",
+            "evidence",
+            "decisions",
+            "reviews",
+            "steering_methods",
+        ],
+        "enabledModes": ["plan", "work", "control"],
+    },
+    "initiative.maturity_journey": {
+        "processSteps": list(_MATURITY_PROCESS),
+        "planDefaultRoute": "/plan/gates",
+        "workDefaultRoute": "/work/today",
+        "controlDefaultRoute": "/control/status",
+        "planOutlineKeys": ["profile", "gates", "work"],
+        "workNavKeys": ["today", "mine", "sprint"],
+        "dataSlices": [
+            "actions",
+            "roadmap",
+            "blockers",
+            "evidence",
+            "decisions",
+            "reviews",
+            "recurring",
+            "steering_methods",
+        ],
+        "enabledModes": ["plan", "work", "control"],
+    },
+    "initiative.program": {
+        "processSteps": list(_PROGRAM_PROCESS),
+        "planDefaultRoute": "/plan/gates",
+        "workDefaultRoute": "/work/today",
+        "controlDefaultRoute": "/control/status",
+        "planOutlineKeys": ["profile", "structure", "gates", "inbox", "sprint", "work"],
+        "workNavKeys": ["today", "mine", "sprint"],
+        "dataSlices": [
+            "backlog",
+            "actions",
+            "roadmap",
+            "projects",
+            "work_cycles",
+            "blockers",
+            "evidence",
+            "decisions",
+            "reviews",
+            "steering_methods",
+        ],
+        "enabledModes": ["plan", "work", "control"],
+    },
+    "initiative.support_queue": {
+        "processSteps": list(_SUPPORT_QUEUE_PROCESS),
+        "planDefaultRoute": "/plan/inbox",
+        "workDefaultRoute": "/work/today",
+        "controlDefaultRoute": "/control/status",
+        "planOutlineKeys": ["profile", "inbox", "work"],
+        "workNavKeys": ["today", "mine"],
+        "dataSlices": [
+            "backlog",
+            "actions",
+            "blockers",
+            "steering_methods",
+        ],
+        "enabledModes": ["plan", "work", "control"],
+    },
+    "initiative.recurring_program": {
+        "processSteps": list(_MATURITY_PROCESS),
+        "planDefaultRoute": "/plan/gates",
+        "workDefaultRoute": "/work/today",
+        "controlDefaultRoute": "/control/status",
+        "planOutlineKeys": ["profile", "gates", "inbox", "work"],
+        "workNavKeys": ["today", "mine"],
+        "dataSlices": [
+            "actions",
+            "roadmap",
+            "recurring",
+            "blockers",
+            "steering_methods",
+        ],
+        "enabledModes": ["plan", "work", "control"],
+    },
+    "initiative.content_project": {
+        "processSteps": list(_CONTENT_PROCESS),
+        "planDefaultRoute": "/plan/gates",
+        "workDefaultRoute": "/work/today",
+        "controlDefaultRoute": "/control/status",
+        "planOutlineKeys": ["profile", "gates", "inbox", "work"],
+        "workNavKeys": ["today", "mine"],
+        "dataSlices": [
+            "actions",
+            "roadmap",
+            "blockers",
+            "evidence",
+            "decisions",
+            "reviews",
+            "steering_methods",
+        ],
+        "enabledModes": ["plan", "work", "control"],
+    },
+    "initiative.dispute_case": {
+        "processSteps": list(_DISPUTE_PROCESS),
+        "planDefaultRoute": "/plan/profile",
+        "workDefaultRoute": "/work/today",
+        "controlDefaultRoute": "/control/status",
+        "planOutlineKeys": ["profile", "work"],
+        "workNavKeys": ["today", "mine"],
+        "dataSlices": [
+            "actions",
+            "blockers",
+            "evidence",
+            "decisions",
+            "reviews",
+            "steering_methods",
+        ],
+        "enabledModes": ["plan", "work", "control"],
+    },
+}
+
+
+def resolve_ui_profile(archetype_key: str) -> dict[str, Any]:
+    """UI-Profil aus Code-Seed; unbekannte Archetypen → Generic-Fallback."""
+    profile = INITIATIVE_UI_PROFILES.get(archetype_key)
+    resolved = dict(profile) if profile else dict(GENERIC_UI_PROFILE)
+    slices = resolved.get("dataSlices") or []
+    resolved["omCapabilities"] = list(resolved.get("omCapabilities") or slices)
+    resolved.pop("uiFeatures", None)
+    return resolved

backend/entity_fields/__init__.py

@@ -0,0 +1,20 @@
+from entity_fields.definitions import FIELD_DEFINITIONS
+from entity_fields.service import (
+    get_entity_field_values,
+    get_initiative_archetype_key,
+    list_field_definitions,
+    patch_entity_field_values,
+)
+from entity_fields.sync import sync_entity_field_registry_to_db
+from entity_fields.validation import normalize_field_value, validate_required_fields
+
+__all__ = [
+    "FIELD_DEFINITIONS",
+    "get_entity_field_values",
+    "get_initiative_archetype_key",
+    "list_field_definitions",
+    "normalize_field_value",
+    "patch_entity_field_values",
+    "sync_entity_field_registry_to_db",
+    "validate_required_fields",
+]

backend/entity_fields/definitions.py

@@ -0,0 +1,88 @@
+"""System-Felddefinitionen (Seed) — AP1.10b / AP2.0b."""
+
+from __future__ import annotations
+
+from typing import Any
+
+FIELD_DEFINITIONS: tuple[dict[str, Any], ...] = (
+    {
+        "archetype_key": "initiative.program",
+        "field_key": "stakeholder_map",
+        "field_type": "longtext",
+        "label": "Stakeholder-Übersicht",
+        "required": False,
+        "searchable": True,
+        "sort_order": 10,
+        "validation_json": {},
+    },
+    {
+        "archetype_key": "initiative.program",
+        "field_key": "success_criteria",
+        "field_type": "longtext",
+        "label": "Erfolgskriterien",
+        "required": False,
+        "searchable": True,
+        "sort_order": 20,
+        "validation_json": {},
+    },
+    {
+        "archetype_key": "initiative.product",
+        "field_key": "release_theme",
+        "field_type": "text",
+        "label": "Release-Thema",
+        "required": False,
+        "searchable": True,
+        "sort_order": 10,
+        "validation_json": {},
+    },
+    {
+        "archetype_key": "initiative.product",
+        "field_key": "metrics",
+        "field_type": "longtext",
+        "label": "Metriken / KPIs",
+        "required": False,
+        "searchable": True,
+        "sort_order": 20,
+        "validation_json": {},
+    },
+    {
+        "archetype_key": "initiative.maturity_journey",
+        "field_key": "current_focus",
+        "field_type": "text",
+        "label": "Aktueller Fokus",
+        "required": False,
+        "searchable": True,
+        "sort_order": 10,
+        "validation_json": {},
+    },
+    {
+        "archetype_key": "initiative.maturity_journey",
+        "field_key": "training_frequency",
+        "field_type": "enum",
+        "label": "Trainingsfrequenz",
+        "required": False,
+        "searchable": False,
+        "sort_order": 20,
+        "validation_json": {"options": ["daily", "3x_week", "weekly", "flexible"]},
+    },
+    {
+        "archetype_key": "initiative.content_project",
+        "field_key": "manuscript_status",
+        "field_type": "text",
+        "label": "Manuskript-Status",
+        "required": False,
+        "searchable": True,
+        "sort_order": 10,
+        "validation_json": {},
+    },
+    {
+        "archetype_key": "initiative.content_project",
+        "field_key": "word_count_goal",
+        "field_type": "number",
+        "label": "Wortziel",
+        "required": False,
+        "searchable": False,
+        "sort_order": 20,
+        "validation_json": {},
+    },
+)

backend/entity_fields/service.py

@@ -0,0 +1,206 @@
+"""Entity Field System — Lesen/Schreiben dynamischer Feldwerte — AP1.10b/10c."""
+
+from __future__ import annotations
+
+from typing import Any, Optional
+
+from psycopg2.extras import Json, RealDictCursor
+
+from db import get_connection
+from entity_fields.validation import normalize_field_value, validate_required_fields
+
+
+def _serialize_definition(row: dict[str, Any]) -> dict[str, Any]:
+    result = dict(row)
+    if result.get("id"):
+        result["id"] = str(result["id"])
+    validation = result.get("validation_json")
+    if validation is None:
+        result["validation_json"] = {}
+    return result
+
+
+def _api_value_from_row(row: dict[str, Any], field_type: str) -> Any:
+    if field_type == "number":
+        if row.get("value_number") is not None:
+            return float(row["value_number"])
+        return None
+    if field_type == "boolean":
+        if row.get("value_boolean") is not None:
+            return bool(row["value_boolean"])
+        return False
+    if field_type == "date":
+        value_date = row.get("value_date")
+        if value_date is not None:
+            return value_date.isoformat()
+        return None
+    text = row.get("value_text") or ""
+    return text
+
+
+def list_field_definitions(
+    *,
+    archetype_key: str,
+) -> list[dict[str, Any]]:
+    conn = get_connection()
+    try:
+        with conn.cursor(cursor_factory=RealDictCursor) as cur:
+            cur.execute(
+                """
+                SELECT id, archetype_key, field_key, field_type, label,
+                       required, searchable, sort_order, validation_json
+                FROM field_definitions
+                WHERE archetype_key = %s
+                ORDER BY sort_order ASC, field_key ASC
+                """,
+                (archetype_key,),
+            )
+            return [_serialize_definition(dict(row)) for row in cur.fetchall()]
+    finally:
+        conn.close()
+
+
+def get_entity_field_values(
+    *,
+    tenant_id: str,
+    entity_type: str,
+    entity_id: str,
+    definitions: list[dict[str, Any]],
+) -> dict[str, Any]:
+    if not definitions:
+        return {}
+
+    field_keys = [item["field_key"] for item in definitions]
+    type_by_key = {item["field_key"]: item["field_type"] for item in definitions}
+
+    conn = get_connection()
+    try:
+        with conn.cursor(cursor_factory=RealDictCursor) as cur:
+            cur.execute(
+                """
+                SELECT field_key, value_text, value_number, value_boolean, value_date
+                FROM field_values
+                WHERE tenant_id = %s
+                  AND entity_type = %s
+                  AND entity_id = %s
+                  AND field_key = ANY(%s)
+                """,
+                (tenant_id, entity_type, entity_id, field_keys),
+            )
+            rows = {row["field_key"]: dict(row) for row in cur.fetchall()}
+    finally:
+        conn.close()
+
+    result: dict[str, Any] = {}
+    for field_key in field_keys:
+        row = rows.get(field_key)
+        if row is None:
+            field_type = type_by_key[field_key]
+            if field_type == "boolean":
+                result[field_key] = False
+            else:
+                result[field_key] = None if field_type in {"number", "date"} else ""
+        else:
+            result[field_key] = _api_value_from_row(row, type_by_key[field_key])
+    return result
+
+
+def patch_entity_field_values(
+    *,
+    tenant_id: str,
+    entity_type: str,
+    entity_id: str,
+    definitions: list[dict[str, Any]],
+    values: dict[str, Any],
+) -> dict[str, Any]:
+    if not values:
+        return get_entity_field_values(
+            tenant_id=tenant_id,
+            entity_type=entity_type,
+            entity_id=entity_id,
+            definitions=definitions,
+        )
+
+    allowed_keys = {item["field_key"] for item in definitions}
+    unknown = sorted(set(values.keys()) - allowed_keys)
+    if unknown:
+        raise ValueError(f"Unbekannte Felder: {', '.join(unknown)}")
+
+    definition_by_key = {item["field_key"]: item for item in definitions}
+    merged = get_entity_field_values(
+        tenant_id=tenant_id,
+        entity_type=entity_type,
+        entity_id=entity_id,
+        definitions=definitions,
+    )
+    merged.update(values)
+    validate_required_fields(definitions=definitions, values=merged)
+
+    conn = get_connection()
+    try:
+        with conn.cursor() as cur:
+            for field_key, raw_value in values.items():
+                definition = definition_by_key[field_key]
+                normalized = normalize_field_value(
+                    field_type=definition["field_type"],
+                    raw_value=raw_value,
+                    validation_json=definition.get("validation_json"),
+                )
+                cur.execute(
+                    """
+                    INSERT INTO field_values (
+                        tenant_id, entity_type, entity_id, field_key,
+                        value_json, value_text, value_number, value_boolean, value_date
+                    )
+                    VALUES (%s, %s, %s, %s, %s, %s, %s, %s, %s)
+                    ON CONFLICT (tenant_id, entity_type, entity_id, field_key) DO UPDATE SET
+                        value_json = EXCLUDED.value_json,
+                        value_text = EXCLUDED.value_text,
+                        value_number = EXCLUDED.value_number,
+                        value_boolean = EXCLUDED.value_boolean,
+                        value_date = EXCLUDED.value_date,
+                        updated_at = NOW()
+                    """,
+                    (
+                        tenant_id,
+                        entity_type,
+                        entity_id,
+                        field_key,
+                        Json(normalized["value_json"]) if normalized["value_json"] is not None else None,
+                        normalized["value_text"],
+                        normalized["value_number"],
+                        normalized["value_boolean"],
+                        normalized["value_date"],
+                    ),
+                )
+        conn.commit()
+    except Exception:
+        conn.rollback()
+        raise
+    finally:
+        conn.close()
+
+    return get_entity_field_values(
+        tenant_id=tenant_id,
+        entity_type=entity_type,
+        entity_id=entity_id,
+        definitions=definitions,
+    )
+
+
+def get_initiative_archetype_key(*, tenant_id: str, initiative_id: str) -> Optional[str]:
+    conn = get_connection()
+    try:
+        with conn.cursor() as cur:
+            cur.execute(
+                """
+                SELECT archetype_key
+                FROM initiatives
+                WHERE tenant_id = %s AND id = %s
+                """,
+                (tenant_id, initiative_id),
+            )
+            row = cur.fetchone()
+            return row[0] if row else None
+    finally:
+        conn.close()

backend/entity_fields/sync.py

@@ -0,0 +1,82 @@
+"""Sync Entity-Archetypen und Felddefinitionen in PostgreSQL — AP1.10b / AP2.0b."""
+
+from __future__ import annotations
+
+import json
+
+from db import get_connection
+from entity_archetypes.registry import ENTITY_ARCHETYPES
+from entity_fields.definitions import FIELD_DEFINITIONS
+
+
+def sync_entity_field_registry_to_db() -> int:
+    conn = get_connection()
+    try:
+        with conn.cursor() as cur:
+            for archetype in ENTITY_ARCHETYPES:
+                ui_profile = archetype.get("ui_profile_json") or {}
+                cur.execute(
+                    """
+                    INSERT INTO entity_archetypes (
+                        archetype_key, entity_type, label, description, is_system,
+                        ui_profile_json
+                    )
+                    VALUES (%s, %s, %s, %s, %s, %s::jsonb)
+                    ON CONFLICT (archetype_key) DO UPDATE SET
+                        entity_type = EXCLUDED.entity_type,
+                        label = EXCLUDED.label,
+                        description = EXCLUDED.description,
+                        is_system = EXCLUDED.is_system,
+                        ui_profile_json = EXCLUDED.ui_profile_json,
+                        updated_at = NOW()
+                    """,
+                    (
+                        archetype["key"],
+                        archetype["entity_type"],
+                        archetype["label"],
+                        archetype["description"],
+                        archetype["is_system"],
+                        json.dumps(ui_profile),
+                    ),
+                )
+
+            for field_def in FIELD_DEFINITIONS:
+                validation_json = field_def.get("validation_json") or {}
+                cur.execute(
+                    """
+                    INSERT INTO field_definitions (
+                        archetype_key, field_key, field_type, label,
+                        required, searchable, sort_order, validation_json
+                    )
+                    VALUES (%s, %s, %s, %s, %s, %s, %s, %s::jsonb)
+                    ON CONFLICT (archetype_key, field_key) DO UPDATE SET
+                        field_type = EXCLUDED.field_type,
+                        label = EXCLUDED.label,
+                        required = EXCLUDED.required,
+                        searchable = EXCLUDED.searchable,
+                        sort_order = EXCLUDED.sort_order,
+                        validation_json = EXCLUDED.validation_json,
+                        updated_at = NOW()
+                    """,
+                    (
+                        field_def["archetype_key"],
+                        field_def["field_key"],
+                        field_def["field_type"],
+                        field_def["label"],
+                        field_def["required"],
+                        field_def["searchable"],
+                        field_def["sort_order"],
+                        json.dumps(validation_json),
+                    ),
+                )
+        conn.commit()
+        print(
+            "[entity_fields] Sync OK — "
+            f"{len(ENTITY_ARCHETYPES)} Archetyp(en), "
+            f"{len(FIELD_DEFINITIONS)} Felddefinition(en)"
+        )
+        return 0
+    except Exception as exc:
+        conn.rollback()
+        print(f"[entity_fields] Sync FAIL: {exc}")
+        return 1

backend/entity_fields/validation.py

@@ -0,0 +1,153 @@
+"""Validierung dynamischer Feldwerte gegen Definitionen — AP1.10b/10c."""
+
+from __future__ import annotations
+
+import re
+from datetime import date, datetime
+from typing import Any, Optional
+from urllib.parse import urlparse
+
+VALID_FIELD_TYPES = frozenset(
+    {"text", "longtext", "number", "boolean", "date", "enum", "actor_ref", "url"}
+)
+
+_URL_SCHEME_RE = re.compile(r"^[a-zA-Z][a-zA-Z0-9+.-]*:")
+
+
+def _parse_date(value: str) -> date:
+    try:
+        return date.fromisoformat(value)
+    except ValueError as exc:
+        raise ValueError(f"Ungültiges Datum: {value}") from exc
+
+
+def _validate_url(value: str) -> None:
+    if not value.strip():
+        return
+    parsed = urlparse(value.strip())
+    if parsed.scheme and parsed.netloc:
+        return
+    if _URL_SCHEME_RE.match(value.strip()):
+        return
+    raise ValueError(f"Ungültige URL: {value}")
+
+
+def normalize_field_value(
+    *,
+    field_type: str,
+    raw_value: Any,
+    validation_json: Optional[dict[str, Any]] = None,
+) -> dict[str, Any]:
+    """Wert normalisieren und in DB-Spalten aufteilen."""
+    validation_json = validation_json or {}
+
+    if field_type in {"text", "longtext", "url", "actor_ref", "enum"}:
+        if raw_value is None:
+            text = ""
+        elif not isinstance(raw_value, str):
+            raise ValueError(f"Feld erwartet Text, erhalten: {type(raw_value).__name__}")
+        else:
+            text = raw_value.strip()
+        if field_type == "url" and text:
+            _validate_url(text)
+        if field_type == "enum" and text:
+            options = validation_json.get("options") or []
+            if options and text not in options:
+                raise ValueError(f"Ungültiger Enum-Wert: {text}")
+        return {
+            "value_json": None,
+            "value_text": text,
+            "value_number": None,
+            "value_boolean": None,
+            "value_date": None,
+            "api_value": text,
+        }
+
+    if field_type == "number":
+        if raw_value is None or raw_value == "":
+            return {
+                "value_json": None,
+                "value_text": "",
+                "value_number": None,
+                "value_boolean": None,
+                "value_date": None,
+                "api_value": None,
+            }
+        try:
+            number = float(raw_value)
+        except (TypeError, ValueError) as exc:
+            raise ValueError(f"Ungültige Zahl: {raw_value}") from exc
+        return {
+            "value_json": None,
+            "value_text": str(number),
+            "value_number": number,
+            "value_boolean": None,
+            "value_date": None,
+            "api_value": number,
+        }
+
+    if field_type == "boolean":
+        if raw_value is None:
+            bool_val = False
+        elif isinstance(raw_value, bool):
+            bool_val = raw_value
+        elif isinstance(raw_value, str):
+            lowered = raw_value.strip().lower()
+            if lowered in {"true", "1", "yes", "on"}:
+                bool_val = True
+            elif lowered in {"false", "0", "no", "off", ""}:
+                bool_val = False
+            else:
+                raise ValueError(f"Ungültiger Boolean-Wert: {raw_value}")
+        else:
+            bool_val = bool(raw_value)
+        return {
+            "value_json": None,
+            "value_text": "true" if bool_val else "false",
+            "value_number": None,
+            "value_boolean": bool_val,
+            "value_date": None,
+            "api_value": bool_val,
+        }
+
+    if field_type == "date":
+        if raw_value is None or raw_value == "":
+            return {
+                "value_json": None,
+                "value_text": "",
+                "value_number": None,
+                "value_boolean": None,
+                "value_date": None,
+                "api_value": None,
+            }
+        if isinstance(raw_value, date) and not isinstance(raw_value, datetime):
+            parsed = raw_value
+        elif isinstance(raw_value, str):
+            parsed = _parse_date(raw_value)
+        else:
+            raise ValueError(f"Ungültiges Datum: {raw_value}")
+        iso = parsed.isoformat()
+        return {
+            "value_json": None,
+            "value_text": iso,
+            "value_number": None,
+            "value_boolean": None,
+            "value_date": parsed,
+            "api_value": iso,
+        }
+
+    raise ValueError(f"Unbekannter Feldtyp: {field_type}")
+
+
+def validate_required_fields(
+    *,
+    definitions: list[dict[str, Any]],
+    values: dict[str, Any],
+) -> None:
+    for definition in definitions:
+        if not definition.get("required"):
+            continue
+        key = definition["field_key"]
+        raw = values.get(key)
+        if raw is None or (isinstance(raw, str) and not raw.strip()):
+            raise ValueError(f"Pflichtfeld fehlt: {definition.get('label') or key}")

backend/entrypoint.sh

@@ -23,8 +23,9 @@ fi
 
 if [ "${SKIP_REGISTRY_SYNC}" != "1" ] && [ "${SKIP_REGISTRY_SYNC}" != "true" ] && [ "${SKIP_REGISTRY_SYNC}" != "yes" ]; then
   python sync_prompt_feature_config.py
+  python sync_entity_field_registry.py
 else
-  echo "[SKIP_REGISTRY_SYNC] Feature/Prompt/Config-Sync übersprungen"
+  echo "[SKIP_REGISTRY_SYNC] Feature/Prompt/Config/EFS-Sync übersprungen"
 fi
 
 export KAIRO_DB_READY=1

backend/main.py

@@ -11,6 +11,8 @@ from fastapi.middleware.cors import CORSMiddleware
 from db import check_db
 from version import APP_NAME, APP_VERSION, DB_SCHEMA_VERSION
 
+import steering  # noqa: F401 — bootstrap hooks & methods
+
 if os.getenv("KAIRO_DB_READY") != "1":
     if os.getenv("SKIP_DB_MIGRATE", "").strip().lower() not in ("1", "true", "yes"):
         import run_migrations
@@ -53,13 +55,64 @@ app.add_middleware(
     allow_headers=["*"],
 )
 
-from routers import auth, config, features, me, prompts  # noqa: E402
+from routers import (  # noqa: E402
+    actions,
+    actors,
+    auth,
+    backlog,
+    blockers,
+    config,
+    decisions,
+    entity_archetypes,
+    evidence,
+    execution_plan,
+    features,
+    initiatives,
+    journey,
+    me,
+    milestones,
+    projects,
+    roadmap,
+    prompts,
+    recurring,
+    reviews,
+    steering,
+    tasks,
+    workspace,
+    operational,
+    work_cycles,
+)
 
 app.include_router(auth.router)
 app.include_router(me.router)
 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)
+app.include_router(projects.initiative_router)
+app.include_router(projects.items_router)
+app.include_router(tasks.router)
+app.include_router(blockers.router)
+app.include_router(backlog.router)
+app.include_router(milestones.router)
+app.include_router(roadmap.initiative_router)
+app.include_router(roadmap.items_router)
+app.include_router(roadmap.deps_router)
+app.include_router(roadmap.criteria_router)
+app.include_router(execution_plan.initiative_router)
+app.include_router(evidence.router)
+app.include_router(decisions.router)
+app.include_router(reviews.router)
+app.include_router(recurring.router)
+app.include_router(steering.router)
+app.include_router(actors.router)
+app.include_router(workspace.router)
+app.include_router(operational.router)
+app.include_router(work_cycles.initiative_router)
 
 
 @app.get("/api/health")

backend/method_profiles/__init__.py

@@ -0,0 +1 @@
+"""Package marker for method profile seeds."""

backend/method_profiles/registry.py

@@ -0,0 +1,73 @@
+"""Referenz-Ausprägungen (Method Profiles) — Code-Seeds AP2.0b."""
+
+from __future__ import annotations
+
+from typing import Any, Optional
+
+METHOD_PROFILES: tuple[dict[str, Any], ...] = (
+    {
+        "key": "maturity.karate_kumite",
+        "label": "Karate Kumite",
+        "description": "Mehrere Fähigkeiten mit Stufen, Routinen und Voraussetzungs-Graph.",
+        "initiative_archetype_key": "initiative.maturity_journey",
+        "method_key": "maturity_progression",
+        "seed_hints": {
+            "skill_count": 8,
+            "stages_per_skill": "5-7",
+            "graph_prerequisites": True,
+        },
+    },
+    {
+        "key": "content.book_writing",
+        "label": "Buch schreiben",
+        "description": "Kapitelstruktur, Schreib-APs, Review-Gates.",
+        "initiative_archetype_key": "initiative.content_project",
+        "method_key": "chapter_based_progression",
+        "seed_hints": {
+            "roadmap_item_type": "chapter",
+            "review_gates": True,
+        },
+    },
+    {
+        "key": "product.kairo_dev",
+        "label": "Kairo Entwicklung",
+        "description": "Kontinuierliches Produkt mit Gate-Orientierung und optionaler Sprint-Zeitbox.",
+        "initiative_archetype_key": "initiative.product",
+        "method_key": "continuous_product",
+        "seed_hints": {
+            "agile_iteration_profile": True,
+            "default_actor_setup": "po_plus_vibe_coder",
+        },
+    },
+    {
+        "key": "project.agile_iteration",
+        "label": "Projekt mit Sprint",
+        "description": "Lineares Projekt (A2) mit optionaler Agile-Iteration.",
+        "initiative_archetype_key": "initiative.linear_project",
+        "method_key": "sequential_dependency",
+        "seed_hints": {
+            "agile_iteration_profile": True,
+        },
+    },
+)
+
+_PROFILE_INDEX = {item["key"]: item for item in METHOD_PROFILES}
+
+
+def get_method_profile(key: str) -> Optional[dict[str, Any]]:
+    item = _PROFILE_INDEX.get(key)
+    return dict(item) if item else None
+
+
+def list_method_profiles(*, initiative_archetype_key: Optional[str] = None) -> list[dict[str, Any]]:
+    items = METHOD_PROFILES
+    if initiative_archetype_key:
+        items = tuple(
+            i for i in items if i["initiative_archetype_key"] == initiative_archetype_key
+        )
+    return [dict(item) for item in items]
+
+
+def resolve_method_for_profile(profile_key: str) -> Optional[str]:
+    profile = get_method_profile(profile_key)
+    return profile["method_key"] if profile else None

backend/migrations/006_initiatives_actions.sql

@@ -0,0 +1,49 @@
+-- AP0.5: Minimal initiatives (Vorhaben), actions (Maßnahmen), action_assignments
+
+CREATE TABLE initiatives (
+    id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+    tenant_id UUID NOT NULL REFERENCES tenants(id) ON DELETE CASCADE,
+    title VARCHAR(255) NOT NULL,
+    goal TEXT NOT NULL DEFAULT '',
+    status VARCHAR(32) NOT NULL DEFAULT 'active'
+        CHECK (status IN ('active', 'paused', 'completed', 'archived')),
+    priority VARCHAR(16) NOT NULL DEFAULT 'normal'
+        CHECK (priority IN ('low', 'normal', 'high')),
+    owner_actor_id UUID NOT NULL REFERENCES actors(id) ON DELETE RESTRICT,
+    created_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
+    updated_at TIMESTAMPTZ NOT NULL DEFAULT NOW()
+);
+
+CREATE INDEX idx_initiatives_tenant ON initiatives(tenant_id);
+CREATE INDEX idx_initiatives_owner ON initiatives(owner_actor_id);
+
+CREATE TABLE actions (
+    id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+    tenant_id UUID NOT NULL REFERENCES tenants(id) ON DELETE CASCADE,
+    initiative_id UUID NOT NULL REFERENCES initiatives(id) ON DELETE CASCADE,
+    title VARCHAR(255) NOT NULL,
+    description TEXT NOT NULL DEFAULT '',
+    status VARCHAR(32) NOT NULL DEFAULT 'open'
+        CHECK (status IN ('open', 'in_progress', 'blocked', 'done', 'discarded')),
+    priority VARCHAR(16) NOT NULL DEFAULT 'normal'
+        CHECK (priority IN ('low', 'normal', 'high')),
+    created_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
+    updated_at TIMESTAMPTZ NOT NULL DEFAULT NOW()
+);
+
+CREATE INDEX idx_actions_tenant ON actions(tenant_id);
+CREATE INDEX idx_actions_initiative ON actions(initiative_id);
+CREATE INDEX idx_actions_status ON actions(tenant_id, status);
+
+CREATE TABLE action_assignments (
+    id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+    tenant_id UUID NOT NULL REFERENCES tenants(id) ON DELETE CASCADE,
+    action_id UUID NOT NULL REFERENCES actions(id) ON DELETE CASCADE,
+    actor_id UUID NOT NULL REFERENCES actors(id) ON DELETE CASCADE,
+    created_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
+    UNIQUE (action_id, actor_id)
+);
+
+CREATE INDEX idx_action_assignments_tenant ON action_assignments(tenant_id);
+CREATE INDEX idx_action_assignments_actor ON action_assignments(actor_id);
+CREATE INDEX idx_action_assignments_action ON action_assignments(action_id);

backend/migrations/007_operating_model_extension_i.sql

@@ -0,0 +1,52 @@
+-- AP0.8: Operating Model Extension I — blockers, backlog_items, milestones
+
+CREATE TABLE blockers (
+    id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+    tenant_id UUID NOT NULL REFERENCES tenants(id) ON DELETE CASCADE,
+    initiative_id UUID NOT NULL REFERENCES initiatives(id) ON DELETE CASCADE,
+    action_id UUID NULL REFERENCES actions(id) ON DELETE SET NULL,
+    title VARCHAR(255) NOT NULL,
+    description TEXT NOT NULL DEFAULT '',
+    status VARCHAR(32) NOT NULL DEFAULT 'open'
+        CHECK (status IN ('open', 'in_progress', 'resolved', 'accepted_risk', 'dismissed')),
+    reported_by_actor_id UUID NULL REFERENCES actors(id) ON DELETE SET NULL,
+    created_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
+    updated_at TIMESTAMPTZ NOT NULL DEFAULT NOW()
+);
+
+CREATE INDEX idx_blockers_tenant_initiative ON blockers(tenant_id, initiative_id);
+CREATE INDEX idx_blockers_tenant_status ON blockers(tenant_id, status);
+
+CREATE TABLE backlog_items (
+    id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+    tenant_id UUID NOT NULL REFERENCES tenants(id) ON DELETE CASCADE,
+    initiative_id UUID NOT NULL REFERENCES initiatives(id) ON DELETE CASCADE,
+    title VARCHAR(255) NOT NULL,
+    description TEXT NOT NULL DEFAULT '',
+    status VARCHAR(32) NOT NULL DEFAULT 'new'
+        CHECK (status IN ('new', 'triaged', 'accepted', 'rejected', 'converted')),
+    priority VARCHAR(16) NOT NULL DEFAULT 'normal'
+        CHECK (priority IN ('low', 'normal', 'high')),
+    converted_action_id UUID NULL REFERENCES actions(id) ON DELETE SET NULL,
+    created_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
+    updated_at TIMESTAMPTZ NOT NULL DEFAULT NOW()
+);
+
+CREATE INDEX idx_backlog_items_tenant_initiative ON backlog_items(tenant_id, initiative_id);
+CREATE INDEX idx_backlog_items_tenant_status ON backlog_items(tenant_id, status);
+
+CREATE TABLE milestones (
+    id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+    tenant_id UUID NOT NULL REFERENCES tenants(id) ON DELETE CASCADE,
+    initiative_id UUID NOT NULL REFERENCES initiatives(id) ON DELETE CASCADE,
+    title VARCHAR(255) NOT NULL,
+    goal_description TEXT NOT NULL DEFAULT '',
+    status VARCHAR(32) NOT NULL DEFAULT 'planned'
+        CHECK (status IN ('planned', 'active', 'at_risk', 'reached', 'moved', 'discarded')),
+    target_date DATE NULL,
+    created_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
+    updated_at TIMESTAMPTZ NOT NULL DEFAULT NOW()
+);
+
+CREATE INDEX idx_milestones_tenant_initiative ON milestones(tenant_id, initiative_id);
+CREATE INDEX idx_milestones_tenant_status ON milestones(tenant_id, status);

backend/migrations/008_operating_model_extension_ii.sql

@@ -0,0 +1,82 @@
+-- AP0.9: Operating Model Extension II — evidence, decisions, reviews, recurring_elements, action due_at
+
+ALTER TABLE actions ADD COLUMN due_at TIMESTAMPTZ NULL;
+
+ALTER TABLE actions DROP CONSTRAINT actions_status_check;
+
+ALTER TABLE actions ADD CONSTRAINT actions_status_check
+    CHECK (status IN (
+        'open', 'ready', 'in_progress', 'blocked', 'review_required', 'done', 'discarded'
+    ));
+
+CREATE INDEX idx_actions_due_at ON actions(tenant_id, due_at) WHERE due_at IS NOT NULL;
+
+CREATE TABLE evidence (
+    id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+    tenant_id UUID NOT NULL REFERENCES tenants(id) ON DELETE CASCADE,
+    initiative_id UUID NOT NULL REFERENCES initiatives(id) ON DELETE CASCADE,
+    action_id UUID NULL REFERENCES actions(id) ON DELETE SET NULL,
+    milestone_id UUID NULL REFERENCES milestones(id) ON DELETE SET NULL,
+    title VARCHAR(255) NOT NULL,
+    description TEXT NOT NULL DEFAULT '',
+    status VARCHAR(32) NOT NULL DEFAULT 'submitted'
+        CHECK (status IN ('submitted', 'accepted', 'rejected')),
+    submitted_by_actor_id UUID NULL REFERENCES actors(id) ON DELETE SET NULL,
+    created_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
+    updated_at TIMESTAMPTZ NOT NULL DEFAULT NOW()
+);
+
+CREATE INDEX idx_evidence_tenant_initiative ON evidence(tenant_id, initiative_id);
+
+CREATE TABLE decisions (
+    id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+    tenant_id UUID NOT NULL REFERENCES tenants(id) ON DELETE CASCADE,
+    initiative_id UUID NOT NULL REFERENCES initiatives(id) ON DELETE CASCADE,
+    title VARCHAR(255) NOT NULL,
+    description TEXT NOT NULL DEFAULT '',
+    status VARCHAR(32) NOT NULL DEFAULT 'proposed'
+        CHECK (status IN ('proposed', 'decided', 'superseded')),
+    outcome TEXT NOT NULL DEFAULT '',
+    decided_by_actor_id UUID NULL REFERENCES actors(id) ON DELETE SET NULL,
+    created_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
+    updated_at TIMESTAMPTZ NOT NULL DEFAULT NOW()
+);
+
+CREATE INDEX idx_decisions_tenant_initiative ON decisions(tenant_id, initiative_id);
+
+CREATE TABLE reviews (
+    id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+    tenant_id UUID NOT NULL REFERENCES tenants(id) ON DELETE CASCADE,
+    initiative_id UUID NOT NULL REFERENCES initiatives(id) ON DELETE CASCADE,
+    action_id UUID NULL REFERENCES actions(id) ON DELETE SET NULL,
+    milestone_id UUID NULL REFERENCES milestones(id) ON DELETE SET NULL,
+    title VARCHAR(255) NOT NULL,
+    summary TEXT NOT NULL DEFAULT '',
+    status VARCHAR(32) NOT NULL DEFAULT 'planned'
+        CHECK (status IN ('planned', 'completed', 'skipped')),
+    due_at TIMESTAMPTZ NULL,
+    reviewed_by_actor_id UUID NULL REFERENCES actors(id) ON DELETE SET NULL,
+    created_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
+    updated_at TIMESTAMPTZ NOT NULL DEFAULT NOW()
+);
+
+CREATE INDEX idx_reviews_tenant_initiative ON reviews(tenant_id, initiative_id);
+CREATE INDEX idx_reviews_due_at ON reviews(tenant_id, due_at) WHERE due_at IS NOT NULL;
+
+CREATE TABLE recurring_elements (
+    id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+    tenant_id UUID NOT NULL REFERENCES tenants(id) ON DELETE CASCADE,
+    initiative_id UUID NOT NULL REFERENCES initiatives(id) ON DELETE CASCADE,
+    title VARCHAR(255) NOT NULL,
+    description TEXT NOT NULL DEFAULT '',
+    status VARCHAR(32) NOT NULL DEFAULT 'active'
+        CHECK (status IN ('active', 'paused', 'ended')),
+    interval_days INT NULL CHECK (interval_days IS NULL OR interval_days > 0),
+    next_due_at TIMESTAMPTZ NULL,
+    created_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
+    updated_at TIMESTAMPTZ NOT NULL DEFAULT NOW()
+);
+
+CREATE INDEX idx_recurring_elements_tenant_initiative ON recurring_elements(tenant_id, initiative_id);
+CREATE INDEX idx_recurring_elements_next_due ON recurring_elements(tenant_id, next_due_at)
+    WHERE next_due_at IS NOT NULL;

backend/migrations/009_steering_contexts.sql

@@ -0,0 +1,41 @@
+-- AP1.0: Steering Foundation — steering_contexts
+
+CREATE TABLE steering_contexts (
+    id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+    tenant_id UUID NOT NULL REFERENCES tenants(id) ON DELETE CASCADE,
+    initiative_id UUID NOT NULL REFERENCES initiatives(id) ON DELETE CASCADE,
+    method_key VARCHAR(64) NOT NULL DEFAULT 'generic_operating',
+    method_version VARCHAR(32) NOT NULL DEFAULT '0.1.0',
+    lifecycle_state VARCHAR(64) NOT NULL DEFAULT 'intake',
+    lifecycle_metadata JSONB NOT NULL DEFAULT '{}',
+    created_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
+    updated_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
+    UNIQUE (tenant_id, initiative_id)
+);
+
+CREATE INDEX idx_steering_contexts_tenant ON steering_contexts(tenant_id);
+CREATE INDEX idx_steering_contexts_initiative ON steering_contexts(tenant_id, initiative_id);
+
+INSERT INTO steering_contexts (tenant_id, initiative_id, lifecycle_state)
+SELECT
+    i.tenant_id,
+    i.id,
+    CASE
+        WHEN i.status IN ('completed', 'archived') THEN 'closure'
+        WHEN EXISTS (
+            SELECT 1 FROM actions a
+            WHERE a.initiative_id = i.id
+              AND a.tenant_id = i.tenant_id
+              AND a.status IN (
+                  'open', 'ready', 'in_progress', 'blocked', 'review_required'
+              )
+        ) THEN 'action_selection'
+        WHEN EXISTS (
+            SELECT 1 FROM backlog_items bi
+            WHERE bi.initiative_id = i.id
+              AND bi.tenant_id = i.tenant_id
+              AND bi.status IN ('new', 'triaged', 'accepted')
+        ) THEN 'structure_setup'
+        ELSE 'planning'
+    END
+FROM initiatives i;

backend/migrations/010_roadmap_items.sql

@@ -0,0 +1,86 @@
+-- AP1.4: Roadmap + RoadmapItem + Dependencies (methodenneutral)
+
+CREATE TABLE roadmaps (
+    id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+    tenant_id UUID NOT NULL REFERENCES tenants(id) ON DELETE CASCADE,
+    initiative_id UUID NOT NULL REFERENCES initiatives(id) ON DELETE CASCADE,
+    title VARCHAR(255) NOT NULL DEFAULT 'Plan',
+    created_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
+    updated_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
+    UNIQUE (tenant_id, initiative_id)
+);
+
+CREATE INDEX idx_roadmaps_tenant_initiative ON roadmaps(tenant_id, initiative_id);
+
+CREATE TABLE roadmap_items (
+    id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+    tenant_id UUID NOT NULL REFERENCES tenants(id) ON DELETE CASCADE,
+    roadmap_id UUID NOT NULL REFERENCES roadmaps(id) ON DELETE CASCADE,
+    item_type VARCHAR(32) NOT NULL DEFAULT 'milestone'
+        CHECK (item_type IN ('milestone', 'review_gate', 'maturity_stage')),
+    title VARCHAR(255) NOT NULL,
+    goal_description TEXT NOT NULL DEFAULT '',
+    definition_of_done JSONB NOT NULL DEFAULT '[]'::jsonb,
+    status VARCHAR(32) NOT NULL DEFAULT 'planned'
+        CHECK (status IN ('planned', 'active', 'at_risk', 'reached', 'moved', 'discarded')),
+    sequencing_mode VARCHAR(32) NOT NULL DEFAULT 'sequential'
+        CHECK (sequencing_mode IN ('sequential', 'parallel', 'optional')),
+    target_date DATE NULL,
+    sort_order INT NOT NULL DEFAULT 0,
+    created_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
+    updated_at TIMESTAMPTZ NOT NULL DEFAULT NOW()
+);
+
+CREATE INDEX idx_roadmap_items_tenant_roadmap ON roadmap_items(tenant_id, roadmap_id);
+CREATE INDEX idx_roadmap_items_tenant_status ON roadmap_items(tenant_id, status);
+CREATE INDEX idx_roadmap_items_tenant_type ON roadmap_items(tenant_id, item_type);
+
+CREATE TABLE roadmap_item_dependencies (
+    id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+    tenant_id UUID NOT NULL REFERENCES tenants(id) ON DELETE CASCADE,
+    from_item_id UUID NOT NULL REFERENCES roadmap_items(id) ON DELETE CASCADE,
+    to_item_id UUID NOT NULL REFERENCES roadmap_items(id) ON DELETE CASCADE,
+    dependency_type VARCHAR(32) NOT NULL DEFAULT 'requires'
+        CHECK (dependency_type IN ('requires', 'blocks', 'related')),
+    created_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
+    UNIQUE (tenant_id, from_item_id, to_item_id, dependency_type)
+);
+
+CREATE INDEX idx_roadmap_deps_from ON roadmap_item_dependencies(tenant_id, from_item_id);
+CREATE INDEX idx_roadmap_deps_to ON roadmap_item_dependencies(tenant_id, to_item_id);
+
+ALTER TABLE backlog_items
+    ADD COLUMN roadmap_item_id UUID NULL REFERENCES roadmap_items(id) ON DELETE SET NULL;
+
+ALTER TABLE actions
+    ADD COLUMN roadmap_item_id UUID NULL REFERENCES roadmap_items(id) ON DELETE SET NULL;
+
+CREATE INDEX idx_backlog_roadmap_item ON backlog_items(tenant_id, roadmap_item_id)
+    WHERE roadmap_item_id IS NOT NULL;
+CREATE INDEX idx_actions_roadmap_item ON actions(tenant_id, roadmap_item_id)
+    WHERE roadmap_item_id IS NOT NULL;
+
+-- Ein Plan pro Initiative
+INSERT INTO roadmaps (tenant_id, initiative_id, title)
+SELECT tenant_id, id, 'Plan' FROM initiatives;
+
+-- Bestehende Meilensteine → RoadmapItems (IDs beibehalten für Evidence/Review-FKs)
+INSERT INTO roadmap_items (
+    id, tenant_id, roadmap_id, item_type, title, goal_description, status,
+    sequencing_mode, target_date, sort_order, created_at, updated_at
+)
+SELECT
+    m.id,
+    m.tenant_id,
+    r.id,
+    'milestone',
+    m.title,
+    m.goal_description,
+    m.status,
+    'sequential',
+    m.target_date,
+    0,
+    m.created_at,
+    m.updated_at
+FROM milestones m
+JOIN roadmaps r ON r.initiative_id = m.initiative_id AND r.tenant_id = m.tenant_id;

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/migrations/012_roadmap_item_criteria.sql

@@ -0,0 +1,76 @@
+-- AP1.4b: Gate-Checkliste (Prüfplan pro RoadmapItem)
+
+CREATE TABLE roadmap_item_criteria (
+    id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+    tenant_id UUID NOT NULL REFERENCES tenants(id) ON DELETE CASCADE,
+    roadmap_item_id UUID NOT NULL REFERENCES roadmap_items(id) ON DELETE CASCADE,
+    sort_order INT NOT NULL DEFAULT 0,
+    title TEXT NOT NULL,
+    description TEXT NOT NULL DEFAULT '',
+    criterion_kind VARCHAR(32) NOT NULL DEFAULT 'evidence_required'
+        CHECK (criterion_kind IN ('manual', 'evidence_required', 'review_required', 'metric')),
+    verification_hint TEXT NOT NULL DEFAULT '',
+    status VARCHAR(32) NOT NULL DEFAULT 'open'
+        CHECK (status IN ('open', 'satisfied', 'waived', 'deferred', 'failed')),
+    waived_or_deferred_decision_id UUID NULL REFERENCES decisions(id) ON DELETE SET NULL,
+    satisfied_by_evidence_id UUID NULL REFERENCES evidence(id) ON DELETE SET NULL,
+    satisfied_at TIMESTAMPTZ NULL,
+    created_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
+    updated_at TIMESTAMPTZ NOT NULL DEFAULT NOW()
+);
+
+CREATE INDEX idx_roadmap_criteria_item ON roadmap_item_criteria(tenant_id, roadmap_item_id);
+CREATE INDEX idx_roadmap_criteria_status ON roadmap_item_criteria(tenant_id, status);
+
+-- Compat: Default-Kriterium pro bestehendem Plan-Element
+INSERT INTO roadmap_item_criteria (
+    tenant_id, roadmap_item_id, sort_order, title, description, criterion_kind, status
+)
+SELECT
+    ri.tenant_id,
+    ri.id,
+    0,
+    'Gate allgemein',
+    COALESCE(NULLIF(ri.goal_description, ''), 'Akzeptierter Nachweis oder abgeschlossenes Review am Plan-Element.'),
+    'evidence_required',
+    'open'
+FROM roadmap_items ri;
+
+-- Bereits vorhandene accepted Evidence → Default-Kriterium satisfied
+UPDATE roadmap_item_criteria ric
+SET
+    status = 'satisfied',
+    satisfied_at = NOW(),
+    satisfied_by_evidence_id = sub.evidence_id
+FROM (
+    SELECT DISTINCT ON (ric2.id)
+        ric2.id AS criterion_id,
+        e.id AS evidence_id
+    FROM roadmap_item_criteria ric2
+    JOIN evidence e
+        ON e.tenant_id = ric2.tenant_id
+       AND e.roadmap_item_id = ric2.roadmap_item_id
+       AND e.status = 'accepted'
+    WHERE ric2.title = 'Gate allgemein'
+    ORDER BY ric2.id, e.updated_at DESC
+) sub
+WHERE ric.id = sub.criterion_id;
+
+-- Bereits reached Gates ohne Evidence: Review completed
+UPDATE roadmap_item_criteria ric
+SET status = 'satisfied', satisfied_at = NOW()
+FROM roadmap_items ri
+WHERE ric.roadmap_item_id = ri.id
+  AND ric.tenant_id = ri.tenant_id
+  AND ric.title = 'Gate allgemein'
+  AND ric.status = 'open'
+  AND ri.status = 'reached'
+  AND EXISTS (
+      SELECT 1 FROM reviews rev
+      WHERE rev.tenant_id = ri.tenant_id
+        AND rev.initiative_id IN (
+            SELECT r.initiative_id FROM roadmaps r WHERE r.id = ri.roadmap_id
+        )
+        AND rev.status = 'completed'
+        AND (rev.roadmap_item_id = ri.id OR rev.milestone_id = ri.id)
+  );

backend/migrations/013_projects_and_tasks.sql

@@ -0,0 +1,45 @@
+-- AP1.5: Project, Task, Action.project_id — operative Ist-Hierarchie
+
+CREATE TABLE projects (
+    id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+    tenant_id UUID NOT NULL REFERENCES tenants(id) ON DELETE CASCADE,
+    initiative_id UUID NOT NULL REFERENCES initiatives(id) ON DELETE CASCADE,
+    title VARCHAR(255) NOT NULL,
+    description TEXT NOT NULL DEFAULT '',
+    status VARCHAR(32) NOT NULL DEFAULT 'active'
+        CHECK (status IN ('active', 'paused', 'completed', 'archived')),
+    roadmap_item_id UUID NULL REFERENCES roadmap_items(id) ON DELETE SET NULL,
+    sort_order INT NOT NULL DEFAULT 0,
+    target_date DATE NULL,
+    created_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
+    updated_at TIMESTAMPTZ NOT NULL DEFAULT NOW()
+);
+
+CREATE INDEX idx_projects_tenant_initiative ON projects(tenant_id, initiative_id);
+CREATE INDEX idx_projects_tenant_status ON projects(tenant_id, status);
+CREATE INDEX idx_projects_roadmap_item ON projects(tenant_id, roadmap_item_id)
+    WHERE roadmap_item_id IS NOT NULL;
+
+ALTER TABLE actions
+    ADD COLUMN project_id UUID NULL REFERENCES projects(id) ON DELETE SET NULL;
+
+CREATE INDEX idx_actions_project ON actions(tenant_id, project_id)
+    WHERE project_id IS NOT NULL;
+
+CREATE TABLE tasks (
+    id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+    tenant_id UUID NOT NULL REFERENCES tenants(id) ON DELETE CASCADE,
+    action_id UUID NOT NULL REFERENCES actions(id) ON DELETE CASCADE,
+    title VARCHAR(255) NOT NULL,
+    description TEXT NOT NULL DEFAULT '',
+    status VARCHAR(32) NOT NULL DEFAULT 'open'
+        CHECK (status IN ('open', 'in_progress', 'done', 'discarded')),
+    roadmap_item_id UUID NULL REFERENCES roadmap_items(id) ON DELETE SET NULL,
+    sort_order INT NOT NULL DEFAULT 0,
+    due_at TIMESTAMPTZ NULL,
+    created_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
+    updated_at TIMESTAMPTZ NOT NULL DEFAULT NOW()
+);
+
+CREATE INDEX idx_tasks_tenant_action ON tasks(tenant_id, action_id);
+CREATE INDEX idx_tasks_tenant_status ON tasks(tenant_id, status);

backend/migrations/014_project_hierarchy.sql

@@ -0,0 +1,12 @@
+-- AP1.5c: Rekursive Projects (parent_project_id, container_kind)
+
+ALTER TABLE projects
+    ADD COLUMN parent_project_id UUID NULL REFERENCES projects(id) ON DELETE SET NULL,
+    ADD COLUMN container_kind VARCHAR(32) NULL
+        CHECK (
+            container_kind IS NULL
+            OR container_kind IN ('project', 'stream', 'phase', 'release')
+        );
+
+CREATE INDEX idx_projects_parent ON projects(tenant_id, parent_project_id)
+    WHERE parent_project_id IS NOT NULL;

backend/migrations/015_backlog_sort_order.sql

@@ -0,0 +1,21 @@
+-- AP1.12c: Backlog sort_order für Reorder im Plan-Modus
+
+ALTER TABLE backlog_items
+    ADD COLUMN IF NOT EXISTS sort_order INT NOT NULL DEFAULT 0;
+
+WITH ranked AS (
+    SELECT
+        id,
+        (ROW_NUMBER() OVER (
+            PARTITION BY tenant_id, initiative_id
+            ORDER BY created_at ASC, id ASC
+        ) - 1) * 10 AS next_order
+    FROM backlog_items
+)
+UPDATE backlog_items bi
+SET sort_order = ranked.next_order
+FROM ranked
+WHERE bi.id = ranked.id;
+
+CREATE INDEX IF NOT EXISTS idx_backlog_items_sort
+    ON backlog_items (tenant_id, initiative_id, sort_order);

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/migrations/017_entity_field_system.sql

@@ -0,0 +1,59 @@
+-- AP1.10b: Entity Field System (EFS) — Archetypen, Felddefinitionen, Werte
+
+CREATE TABLE IF NOT EXISTS entity_archetypes (
+    archetype_key VARCHAR(64) PRIMARY KEY,
+    entity_type VARCHAR(64) NOT NULL,
+    label VARCHAR(255) NOT NULL,
+    description TEXT NOT NULL DEFAULT '',
+    is_system BOOLEAN NOT NULL DEFAULT TRUE,
+    created_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
+    updated_at TIMESTAMPTZ NOT NULL DEFAULT NOW()
+);
+
+CREATE INDEX IF NOT EXISTS idx_entity_archetypes_entity_type
+    ON entity_archetypes (entity_type);
+
+CREATE TABLE IF NOT EXISTS field_definitions (
+    id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+    archetype_key VARCHAR(64) NOT NULL
+        REFERENCES entity_archetypes (archetype_key) ON DELETE CASCADE,
+    field_key VARCHAR(64) NOT NULL,
+    field_type VARCHAR(32) NOT NULL
+        CHECK (field_type IN (
+            'text', 'longtext', 'number', 'boolean', 'date', 'enum', 'actor_ref', 'url'
+        )),
+    label VARCHAR(255) NOT NULL,
+    required BOOLEAN NOT NULL DEFAULT FALSE,
+    searchable BOOLEAN NOT NULL DEFAULT FALSE,
+    sort_order INTEGER NOT NULL DEFAULT 0,
+    validation_json JSONB NOT NULL DEFAULT '{}'::jsonb,
+    created_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
+    updated_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
+    UNIQUE (archetype_key, field_key)
+);
+
+CREATE INDEX IF NOT EXISTS idx_field_definitions_archetype
+    ON field_definitions (archetype_key, sort_order);
+
+CREATE TABLE IF NOT EXISTS field_values (
+    id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+    tenant_id UUID NOT NULL REFERENCES tenants (id) ON DELETE CASCADE,
+    entity_type VARCHAR(64) NOT NULL,
+    entity_id UUID NOT NULL,
+    field_key VARCHAR(64) NOT NULL,
+    value_json JSONB,
+    value_text TEXT NOT NULL DEFAULT '',
+    value_number NUMERIC,
+    value_boolean BOOLEAN,
+    value_date DATE,
+    created_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
+    updated_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
+    UNIQUE (tenant_id, entity_type, entity_id, field_key)
+);
+
+CREATE INDEX IF NOT EXISTS idx_field_values_entity
+    ON field_values (tenant_id, entity_type, entity_id);
+
+CREATE INDEX IF NOT EXISTS idx_field_values_search
+    ON field_values (tenant_id, entity_type, field_key)
+    WHERE value_text <> '';

backend/migrations/018_parent_task_id.sql

@@ -0,0 +1,12 @@
+-- AP1.5d: Rekursive Tasks unter Action
+
+ALTER TABLE tasks
+    ADD COLUMN IF NOT EXISTS parent_task_id UUID NULL
+        REFERENCES tasks (id) ON DELETE CASCADE;
+
+CREATE INDEX IF NOT EXISTS idx_tasks_parent
+    ON tasks (tenant_id, parent_task_id)
+    WHERE parent_task_id IS NOT NULL;
+
+CREATE INDEX IF NOT EXISTS idx_tasks_action_parent
+    ON tasks (tenant_id, action_id, parent_task_id);

backend/migrations/019_project_archetype_key.sql

@@ -0,0 +1,27 @@
+-- AP2.0b: Project archetype_key (Spiegel der Initiative)
+
+ALTER TABLE projects
+    ADD COLUMN IF NOT EXISTS archetype_key VARCHAR(64) NULL;
+
+CREATE INDEX IF NOT EXISTS idx_projects_archetype
+    ON projects (tenant_id, archetype_key)
+    WHERE archetype_key IS NOT NULL;
+
+-- Bestehende Projects: Mirror aus Initiative (einmalig)
+UPDATE projects p
+SET archetype_key = CASE i.archetype_key
+    WHEN 'initiative.generic' THEN 'project.generic'
+    WHEN 'initiative.maturity_journey' THEN 'project.maturity_journey'
+    WHEN 'initiative.linear_project' THEN 'project.linear_project'
+    WHEN 'initiative.recurring_program' THEN 'project.recurring_program'
+    WHEN 'initiative.support_queue' THEN 'project.support_queue'
+    WHEN 'initiative.program' THEN 'project.program'
+    WHEN 'initiative.product' THEN 'project.product'
+    WHEN 'initiative.dispute_case' THEN 'project.dispute_case'
+    WHEN 'initiative.content_project' THEN 'project.content_project'
+    ELSE 'project.generic'
+END
+FROM initiatives i
+WHERE p.initiative_id = i.id
+  AND p.tenant_id = i.tenant_id
+  AND p.archetype_key IS NULL;

backend/migrations/020_roadmap_graph_edges.sql

@@ -0,0 +1,17 @@
+-- AP1.4d: Graph Engine — erweiterte Kantenarten + Parallelgruppe
+
+ALTER TABLE roadmap_item_dependencies
+    DROP CONSTRAINT IF EXISTS roadmap_item_dependencies_dependency_type_check;
+
+ALTER TABLE roadmap_item_dependencies
+    ADD CONSTRAINT roadmap_item_dependencies_dependency_type_check
+    CHECK (dependency_type IN (
+        'requires', 'blocks', 'related', 'parallel_group', 'optional_branch'
+    ));
+
+ALTER TABLE roadmap_item_dependencies
+    ADD COLUMN IF NOT EXISTS group_key VARCHAR(128) NULL;
+
+CREATE INDEX idx_roadmap_deps_group_key
+    ON roadmap_item_dependencies(tenant_id, group_key)
+    WHERE group_key IS NOT NULL;

backend/migrations/021_roadmap_plan_snapshots.sql

@@ -0,0 +1,17 @@
+-- AP1.14: Plan-Snapshots (Plan-Revision) — Soll-Zustand getrennt von Ist
+
+CREATE TABLE roadmap_plan_snapshots (
+    id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+    tenant_id UUID NOT NULL REFERENCES tenants(id) ON DELETE CASCADE,
+    initiative_id UUID NOT NULL REFERENCES initiatives(id) ON DELETE CASCADE,
+    roadmap_id UUID NOT NULL REFERENCES roadmaps(id) ON DELETE CASCADE,
+    revision_number INT NOT NULL,
+    reason TEXT NOT NULL DEFAULT '',
+    plan_payload JSONB NOT NULL,
+    created_by_user_id UUID NULL REFERENCES users(id) ON DELETE SET NULL,
+    created_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
+    UNIQUE (tenant_id, initiative_id, revision_number)
+);
+
+CREATE INDEX idx_roadmap_plan_snapshots_initiative
+    ON roadmap_plan_snapshots(tenant_id, initiative_id, created_at DESC);

backend/migrations/022_portfolio_rank.sql

@@ -0,0 +1,24 @@
+-- AP1.8a: Portfolio-Priorität (relatives Ranking im Tenant)
+
+ALTER TABLE initiatives
+    ADD COLUMN IF NOT EXISTS portfolio_rank INT;
+
+WITH ranked AS (
+    SELECT
+        id,
+        ROW_NUMBER() OVER (
+            PARTITION BY tenant_id
+            ORDER BY updated_at DESC, title
+        ) - 1 AS rn
+    FROM initiatives
+)
+UPDATE initiatives AS i
+SET portfolio_rank = ranked.rn
+FROM ranked
+WHERE i.id = ranked.id AND i.portfolio_rank IS NULL;
+
+CREATE INDEX IF NOT EXISTS idx_initiatives_tenant_portfolio_rank
+    ON initiatives (tenant_id, portfolio_rank);
+
+COMMENT ON COLUMN initiatives.portfolio_rank IS
+    'Relatives Portfolio-Ranking (0 = höchste Aufmerksamkeit). AP1.8a';

backend/migrations/023_action_execution_plan.sql

@@ -0,0 +1,32 @@
+-- AP1.16a: Durchführungsplan — Action-Reihenfolge, kind, Abhängigkeiten
+
+ALTER TABLE actions
+    ADD COLUMN IF NOT EXISTS sort_order INT NOT NULL DEFAULT 0;
+
+ALTER TABLE actions
+    ADD COLUMN IF NOT EXISTS action_kind VARCHAR(32) NOT NULL DEFAULT 'delivery'
+        CHECK (action_kind IN ('delivery', 'planning', 'review'));
+
+CREATE INDEX idx_actions_initiative_sort
+    ON actions(tenant_id, initiative_id, sort_order);
+
+CREATE TABLE action_dependencies (
+    id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+    tenant_id UUID NOT NULL REFERENCES tenants(id) ON DELETE CASCADE,
+    initiative_id UUID NOT NULL REFERENCES initiatives(id) ON DELETE CASCADE,
+    predecessor_action_id UUID NOT NULL REFERENCES actions(id) ON DELETE CASCADE,
+    successor_action_id UUID NOT NULL REFERENCES actions(id) ON DELETE CASCADE,
+    dependency_kind VARCHAR(32) NOT NULL DEFAULT 'requires'
+        CHECK (dependency_kind IN ('requires', 'blocks', 'relates')),
+    created_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
+    UNIQUE (tenant_id, predecessor_action_id, successor_action_id, dependency_kind)
+);
+
+CREATE INDEX idx_action_deps_predecessor
+    ON action_dependencies(tenant_id, predecessor_action_id);
+
+CREATE INDEX idx_action_deps_successor
+    ON action_dependencies(tenant_id, successor_action_id);
+
+CREATE INDEX idx_action_deps_initiative
+    ON action_dependencies(tenant_id, initiative_id);

backend/migrations/024_actor_service_tokens.sql

@@ -0,0 +1,22 @@
+-- AP1.7c — Actor Service Tokens für Operational API (Vibe-Coder / Agenten)
+
+CREATE TABLE actor_service_tokens (
+    id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+    tenant_id UUID NOT NULL REFERENCES tenants(id) ON DELETE CASCADE,
+    actor_id UUID NOT NULL REFERENCES actors(id) ON DELETE CASCADE,
+    label VARCHAR(255) NOT NULL,
+    token_prefix VARCHAR(16) NOT NULL,
+    token_hash VARCHAR(64) NOT NULL,
+    capabilities JSONB NOT NULL DEFAULT '[]'::jsonb,
+    is_active BOOLEAN NOT NULL DEFAULT TRUE,
+    expires_at TIMESTAMPTZ NULL,
+    last_used_at TIMESTAMPTZ NULL,
+    created_by_user_id UUID NULL REFERENCES users(id) ON DELETE SET NULL,
+    created_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
+    revoked_at TIMESTAMPTZ NULL,
+    UNIQUE (token_prefix)
+);
+
+CREATE INDEX idx_actor_service_tokens_tenant ON actor_service_tokens(tenant_id);
+CREATE INDEX idx_actor_service_tokens_actor ON actor_service_tokens(actor_id);
+CREATE INDEX idx_actor_service_tokens_hash ON actor_service_tokens(token_hash);

backend/migrations/025_work_cycle.sql

@@ -0,0 +1,11 @@
+-- AP2.0f — work_cycle (Zeitbox/Sprint) + actions.work_cycle_id
+
+ALTER TABLE roadmap_items DROP CONSTRAINT IF EXISTS roadmap_items_item_type_check;
+ALTER TABLE roadmap_items ADD CONSTRAINT roadmap_items_item_type_check
+    CHECK (item_type IN ('milestone', 'review_gate', 'maturity_stage', 'work_cycle'));
+
+ALTER TABLE actions
+    ADD COLUMN work_cycle_id UUID NULL REFERENCES roadmap_items(id) ON DELETE SET NULL;
+
+CREATE INDEX idx_actions_work_cycle ON actions(tenant_id, work_cycle_id)
+    WHERE work_cycle_id IS NOT NULL;

backend/migrations/026_sprint_planning_kinds.sql

@@ -0,0 +1,26 @@
+-- AP2.2e: Sprint-Planung — Item-Arten, Feature-Referenz, Unplan-Support
+
+ALTER TABLE actions DROP CONSTRAINT IF EXISTS actions_action_kind_check;
+ALTER TABLE actions
+    ADD CONSTRAINT actions_action_kind_check
+        CHECK (action_kind IN ('delivery', 'planning', 'review', 'bug', 'issue'));
+
+ALTER TABLE actions
+    ADD COLUMN IF NOT EXISTS parent_action_id UUID NULL
+        REFERENCES actions (id) ON DELETE SET NULL;
+
+CREATE INDEX IF NOT EXISTS idx_actions_parent
+    ON actions (tenant_id, initiative_id, parent_action_id)
+    WHERE parent_action_id IS NOT NULL;
+
+ALTER TABLE backlog_items
+    ADD COLUMN IF NOT EXISTS item_kind VARCHAR(32) NOT NULL DEFAULT 'story'
+        CHECK (item_kind IN ('story', 'bug', 'issue'));
+
+ALTER TABLE backlog_items
+    ADD COLUMN IF NOT EXISTS parent_action_id UUID NULL
+        REFERENCES actions (id) ON DELETE SET NULL;
+
+CREATE INDEX IF NOT EXISTS idx_backlog_parent_action
+    ON backlog_items (tenant_id, initiative_id, parent_action_id)
+    WHERE parent_action_id IS NOT NULL;

backend/migrations/027_entity_archetype_ui_profile.sql

@@ -0,0 +1,4 @@
+-- AP2.3a: UI-Profil pro Archetyp (Registry-Sync → Frontend Operating Context)
+
+ALTER TABLE entity_archetypes
+    ADD COLUMN IF NOT EXISTS ui_profile_json JSONB NOT NULL DEFAULT '{}'::jsonb;

backend/migrations/028_backlog_epic_hierarchy.sql

@@ -0,0 +1,14 @@
+-- AP2.2f / ADP Backlog Epic-Hierarchie — parent_backlog_id + item_kind epic
+
+ALTER TABLE backlog_items
+    ADD COLUMN IF NOT EXISTS parent_backlog_id UUID NULL
+        REFERENCES backlog_items (id) ON DELETE SET NULL;
+
+CREATE INDEX IF NOT EXISTS idx_backlog_parent_backlog
+    ON backlog_items (tenant_id, initiative_id, parent_backlog_id)
+    WHERE parent_backlog_id IS NOT NULL;
+
+ALTER TABLE backlog_items DROP CONSTRAINT IF EXISTS backlog_items_item_kind_check;
+ALTER TABLE backlog_items
+    ADD CONSTRAINT backlog_items_item_kind_check
+        CHECK (item_kind IN ('story', 'bug', 'issue', 'epic'));

backend/migrations/029_tech_debt_kinds.sql

@@ -0,0 +1,11 @@
+-- P7: Technische Schuld — item_kind / action_kind tech_debt
+
+ALTER TABLE actions DROP CONSTRAINT IF EXISTS actions_action_kind_check;
+ALTER TABLE actions
+    ADD CONSTRAINT actions_action_kind_check
+        CHECK (action_kind IN ('delivery', 'planning', 'review', 'bug', 'issue', 'tech_debt'));
+
+ALTER TABLE backlog_items DROP CONSTRAINT IF EXISTS backlog_items_item_kind_check;
+ALTER TABLE backlog_items
+    ADD CONSTRAINT backlog_items_item_kind_check
+        CHECK (item_kind IN ('story', 'bug', 'issue', 'epic', 'tech_debt'));

backend/migrations/030_cadence_instances.sql

@@ -0,0 +1,25 @@
+-- AP A1.1 — CadenceInstance (minimal): eine offene Instanz pro Recurring, Tages-Tracking
+
+CREATE TABLE cadence_instances (
+    id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+    tenant_id UUID NOT NULL REFERENCES tenants(id) ON DELETE CASCADE,
+    recurring_element_id UUID NOT NULL REFERENCES recurring_elements(id) ON DELETE CASCADE,
+    status VARCHAR(32) NOT NULL DEFAULT 'open'
+        CHECK (status IN ('open', 'completed')),
+    due_at TIMESTAMPTZ NOT NULL,
+    completed_at TIMESTAMPTZ NULL,
+    measurement_note TEXT NOT NULL DEFAULT '',
+    created_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
+    updated_at TIMESTAMPTZ NOT NULL DEFAULT NOW()
+);
+
+CREATE INDEX idx_cadence_instances_tenant_recurring
+    ON cadence_instances(tenant_id, recurring_element_id);
+
+CREATE INDEX idx_cadence_instances_open_due
+    ON cadence_instances(tenant_id, due_at)
+    WHERE status = 'open';
+
+CREATE UNIQUE INDEX idx_cadence_instances_one_open_per_recurring
+    ON cadence_instances(recurring_element_id)
+    WHERE status = 'open';

backend/migrations/031_recurring_stage_binding.sql

@@ -0,0 +1,9 @@
+-- AP A1.2 — RecurringElement an Reifegrad-Stufe binden (Activity Set)
+
+ALTER TABLE recurring_elements
+    ADD COLUMN roadmap_item_id UUID NULL
+        REFERENCES roadmap_items(id) ON DELETE SET NULL;
+
+CREATE INDEX idx_recurring_elements_stage
+    ON recurring_elements(tenant_id, roadmap_item_id)
+    WHERE roadmap_item_id IS NOT NULL;

backend/migrations/032_a1_progression_join.sql

@@ -0,0 +1,26 @@
+-- AP-A1-PM-2: Progression graph — join_gate, strand binding, recurring strand
+
+ALTER TABLE roadmap_items
+    DROP CONSTRAINT IF EXISTS roadmap_items_item_type_check;
+
+ALTER TABLE roadmap_items
+    ADD CONSTRAINT roadmap_items_item_type_check
+    CHECK (item_type IN (
+        'milestone', 'review_gate', 'maturity_stage', 'work_cycle', 'join_gate'
+    ));
+
+ALTER TABLE roadmap_items
+    ADD COLUMN IF NOT EXISTS strand_project_id UUID NULL
+        REFERENCES projects(id) ON DELETE SET NULL;
+
+CREATE INDEX IF NOT EXISTS idx_roadmap_items_strand
+    ON roadmap_items(tenant_id, strand_project_id)
+    WHERE strand_project_id IS NOT NULL;
+
+ALTER TABLE recurring_elements
+    ADD COLUMN IF NOT EXISTS project_id UUID NULL
+        REFERENCES projects(id) ON DELETE SET NULL;
+
+CREATE INDEX IF NOT EXISTS idx_recurring_elements_project
+    ON recurring_elements(tenant_id, project_id)
+    WHERE project_id IS NOT NULL;

backend/migrations/033_unified_schedules.sql

@@ -0,0 +1,51 @@
+-- Unified Schedule & Cadence Layer (ADP v0.1)
+
+CREATE TABLE schedules (
+    id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+    tenant_id UUID NOT NULL REFERENCES tenants(id) ON DELETE CASCADE,
+    schedule_kind VARCHAR(16) NOT NULL DEFAULT 'interval'
+        CHECK (schedule_kind IN ('interval', 'weekdays')),
+    interval_days INT NULL CHECK (interval_days IS NULL OR interval_days > 0),
+    weekday_mask INT NOT NULL DEFAULT 0,
+    pause_until DATE NULL,
+    created_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
+    updated_at TIMESTAMPTZ NOT NULL DEFAULT NOW()
+);
+
+CREATE INDEX idx_schedules_tenant ON schedules(tenant_id);
+
+ALTER TABLE recurring_elements
+    ADD COLUMN IF NOT EXISTS schedule_id UUID NULL
+        REFERENCES schedules(id) ON DELETE SET NULL;
+
+ALTER TABLE recurring_elements
+    ADD COLUMN IF NOT EXISTS action_id UUID NULL
+        REFERENCES actions(id) ON DELETE CASCADE;
+
+CREATE UNIQUE INDEX idx_recurring_elements_action
+    ON recurring_elements(action_id)
+    WHERE action_id IS NOT NULL;
+
+ALTER TABLE actions
+    ADD COLUMN IF NOT EXISTS schedule_id UUID NULL
+        REFERENCES schedules(id) ON DELETE SET NULL;
+
+-- Backfill: one schedule per recurring without schedule_id
+DO $$
+DECLARE
+    r RECORD;
+    sid UUID;
+    idays INT;
+BEGIN
+    FOR r IN
+        SELECT id, tenant_id, interval_days
+        FROM recurring_elements
+        WHERE schedule_id IS NULL
+    LOOP
+        idays := GREATEST(COALESCE(r.interval_days, 1), 1);
+        INSERT INTO schedules (tenant_id, schedule_kind, interval_days, weekday_mask)
+        VALUES (r.tenant_id, 'interval', idays, 0)
+        RETURNING id INTO sid;
+        UPDATE recurring_elements SET schedule_id = sid WHERE id = r.id;
+    END LOOP;
+END $$;

backend/operational_auth.py

@@ -0,0 +1,92 @@
+"""Operational API auth — Session or Actor Service Token (AP1.7c)."""
+
+from __future__ import annotations
+
+from typing import Callable, Optional
+
+from fastapi import Depends, Header, HTTPException
+
+from auth import AUTH_HEADER, get_session
+from capabilities import _enforce_capability
+from services.actor_service_tokens import validate_service_token
+from tenant_context import TenantContext, resolve_tenant_context
+
+ACTOR_TOKEN_HEADER = "X-Actor-Token"
+
+
+def _extract_actor_token(
+    x_actor_token: Optional[str],
+    authorization: Optional[str],
+) -> Optional[str]:
+    if x_actor_token and x_actor_token.strip():
+        return x_actor_token.strip()
+    if authorization:
+        scheme, _, value = authorization.partition(" ")
+        if scheme.lower() == "bearer" and value.strip():
+            return value.strip()
+    return None
+
+
+def resolve_service_token_context(raw_token: str) -> TenantContext:
+    resolved = validate_service_token(raw_token)
+    if not resolved:
+        raise HTTPException(status_code=401, detail="Ungültiger oder abgelaufener Actor-Token")
+
+    return TenantContext(
+        user_id="",
+        email="",
+        display_name=resolved["actor_name"],
+        portal_role="",
+        tenant_id=resolved["tenant_id"],
+        tenant_slug=resolved["tenant_slug"],
+        tenant_name=resolved["tenant_name"],
+        tenant_role=None,
+        actor_id=resolved["actor_id"],
+        actor_type=resolved["actor_type"],
+        session_token="",
+        capabilities=resolved["capabilities"],
+        auth_source="service_token",
+        service_token_id=resolved["token_id"],
+    )
+
+
+def get_operational_context(
+    x_actor_token: Optional[str] = Header(default=None, alias=ACTOR_TOKEN_HEADER),
+    authorization: Optional[str] = Header(default=None),
+    x_auth_token: Optional[str] = Header(default=None, alias=AUTH_HEADER),
+) -> TenantContext:
+    actor_token = _extract_actor_token(x_actor_token, authorization)
+    if actor_token:
+        return resolve_service_token_context(actor_token)
+
+    session_token = (x_auth_token or "").strip()
+    if not session_token:
+        raise HTTPException(
+            status_code=401,
+            detail="Authentifizierung erforderlich (X-Actor-Token oder X-Auth-Token)",
+        )
+    session = get_session(session_token)
+    if not session:
+        raise HTTPException(status_code=401, detail="Ungültige Session")
+    ctx = resolve_tenant_context(session)
+    if not ctx.tenant_id:
+        raise HTTPException(status_code=403, detail="Kein aktiver Tenant — Tenant wählen")
+    return ctx
+
+
+def require_operational_capability(capability_key: str) -> Callable[..., TenantContext]:
+    """Service tokens: always enforce. Sessions: probe/enforce per CAPABILITY_ENFORCE."""
+
+    def _dependency(
+        ctx: TenantContext = Depends(get_operational_context),
+    ) -> TenantContext:
+        if ctx.auth_source == "service_token":
+            if capability_key not in ctx.capabilities:
+                raise HTTPException(
+                    status_code=403,
+                    detail=f"Capability fehlt auf Service Token: {capability_key}",
+                )
+            return ctx
+        return _enforce_capability(ctx, capability_key)
+
+    return _dependency

backend/rights_registrations/__init__.py

@@ -1,5 +1,19 @@
 """Import all module registrations — side effect registers capabilities."""
 
-from . import platform, registry_ops, tenant_ops  # noqa: F401
+from . import (  # noqa: F401
+    initiative_ops,
+    operating_model_ops,
+    platform,
+    registry_ops,
+    tenant_ops,
+    workspace_ops,
+)
 
-__all__ = ["platform", "registry_ops", "tenant_ops"]
+__all__ = [
+    "initiative_ops",
+    "operating_model_ops",
+    "platform",
+    "registry_ops",
+    "tenant_ops",
+    "workspace_ops",
+]

backend/rights_registrations/initiative_ops.py

@@ -0,0 +1,63 @@
+"""Initiative and action capabilities (AP0.5)."""
+
+from __future__ import annotations
+
+from rights_registry import CapabilityRegistration, register_capability
+
+register_capability(
+    CapabilityRegistration(
+        key="kairo.initiative.read",
+        module="initiative",
+        description="Vorhaben im aktiven Tenant lesen",
+        default_grants=(
+            ("portal", "admin"),
+            ("portal", "user"),
+            ("tenant", "owner"),
+            ("tenant", "admin"),
+            ("tenant", "member"),
+        ),
+    )
+)
+
+register_capability(
+    CapabilityRegistration(
+        key="kairo.initiative.manage",
+        module="initiative",
+        description="Vorhaben im aktiven Tenant anlegen und bearbeiten",
+        default_grants=(
+            ("portal", "admin"),
+            ("tenant", "owner"),
+            ("tenant", "admin"),
+            ("tenant", "member"),
+        ),
+    )
+)
+
+register_capability(
+    CapabilityRegistration(
+        key="kairo.action.read",
+        module="action",
+        description="Maßnahmen im aktiven Tenant lesen",
+        default_grants=(
+            ("portal", "admin"),
+            ("portal", "user"),
+            ("tenant", "owner"),
+            ("tenant", "admin"),
+            ("tenant", "member"),
+        ),
+    )
+)
+
+register_capability(
+    CapabilityRegistration(
+        key="kairo.action.manage",
+        module="action",
+        description="Maßnahmen anlegen, bearbeiten, zuweisen und Status ändern",
+        default_grants=(
+            ("portal", "admin"),
+            ("tenant", "owner"),
+            ("tenant", "admin"),
+            ("tenant", "member"),
+        ),
+    )
+)

backend/rights_registrations/operating_model_ops.py

@@ -0,0 +1,191 @@
+"""Operating model capabilities (AP0.8)."""
+
+from __future__ import annotations
+
+from rights_registry import CapabilityRegistration, register_capability
+
+_MEMBER_READ = (
+    ("portal", "admin"),
+    ("portal", "user"),
+    ("tenant", "owner"),
+    ("tenant", "admin"),
+    ("tenant", "member"),
+)
+
+_MEMBER_MANAGE = (
+    ("portal", "admin"),
+    ("tenant", "owner"),
+    ("tenant", "admin"),
+    ("tenant", "member"),
+)
+
+register_capability(
+    CapabilityRegistration(
+        key="kairo.attention.read",
+        module="attention",
+        description="Attention- und NextAction-Sichten lesen",
+        default_grants=_MEMBER_READ,
+    )
+)
+
+register_capability(
+    CapabilityRegistration(
+        key="kairo.blocker.read",
+        module="blocker",
+        description="Blocker im aktiven Tenant lesen",
+        default_grants=_MEMBER_READ,
+    )
+)
+
+register_capability(
+    CapabilityRegistration(
+        key="kairo.blocker.manage",
+        module="blocker",
+        description="Blocker anlegen und bearbeiten",
+        default_grants=_MEMBER_MANAGE,
+    )
+)
+
+register_capability(
+    CapabilityRegistration(
+        key="kairo.backlog.read",
+        module="backlog",
+        description="Backlog-Items im aktiven Tenant lesen",
+        default_grants=_MEMBER_READ,
+    )
+)
+
+register_capability(
+    CapabilityRegistration(
+        key="kairo.backlog.manage",
+        module="backlog",
+        description="Backlog-Items anlegen, bearbeiten und konvertieren",
+        default_grants=_MEMBER_MANAGE,
+    )
+)
+
+register_capability(
+    CapabilityRegistration(
+        key="kairo.milestone.read",
+        module="milestone",
+        description="Meilensteine im aktiven Tenant lesen",
+        default_grants=_MEMBER_READ,
+    )
+)
+
+register_capability(
+    CapabilityRegistration(
+        key="kairo.milestone.manage",
+        module="milestone",
+        description="Meilensteine anlegen und bearbeiten",
+        default_grants=_MEMBER_MANAGE,
+    )
+)
+
+register_capability(
+    CapabilityRegistration(
+        key="kairo.evidence.read",
+        module="evidence",
+        description="Evidence im aktiven Tenant lesen",
+        default_grants=_MEMBER_READ,
+    )
+)
+
+register_capability(
+    CapabilityRegistration(
+        key="kairo.evidence.manage",
+        module="evidence",
+        description="Evidence anlegen und bearbeiten",
+        default_grants=_MEMBER_MANAGE,
+    )
+)
+
+register_capability(
+    CapabilityRegistration(
+        key="kairo.decision.read",
+        module="decision",
+        description="Entscheidungen im aktiven Tenant lesen",
+        default_grants=_MEMBER_READ,
+    )
+)
+
+register_capability(
+    CapabilityRegistration(
+        key="kairo.decision.manage",
+        module="decision",
+        description="Entscheidungen anlegen und bearbeiten",
+        default_grants=_MEMBER_MANAGE,
+    )
+)
+
+register_capability(
+    CapabilityRegistration(
+        key="kairo.review.read",
+        module="review",
+        description="Reviews im aktiven Tenant lesen",
+        default_grants=_MEMBER_READ,
+    )
+)
+
+register_capability(
+    CapabilityRegistration(
+        key="kairo.review.manage",
+        module="review",
+        description="Reviews anlegen und bearbeiten",
+        default_grants=_MEMBER_MANAGE,
+    )
+)
+
+register_capability(
+    CapabilityRegistration(
+        key="kairo.recurring.read",
+        module="recurring",
+        description="Recurring-Elemente im aktiven Tenant lesen",
+        default_grants=_MEMBER_READ,
+    )
+)
+
+register_capability(
+    CapabilityRegistration(
+        key="kairo.recurring.manage",
+        module="recurring",
+        description="Recurring-Elemente anlegen und bearbeiten",
+        default_grants=_MEMBER_MANAGE,
+    )
+)
+
+register_capability(
+    CapabilityRegistration(
+        key="kairo.roadmap.reopen",
+        module="roadmap",
+        description="Erreichte Plan-Elemente wieder öffnen (Reopen)",
+        default_grants=_MEMBER_MANAGE,
+    )
+)
+
+register_capability(
+    CapabilityRegistration(
+        key="kairo.roadmap.reopen.emergency",
+        module="roadmap",
+        description="Plan-Reopen als Portal-Admin (Notfall)",
+        default_grants=(("portal", "admin"),),
+    )
+)
+
+register_capability(
+    CapabilityRegistration(
+        key="kairo.project.read",
+        module="project",
+        description="Projekte im aktiven Tenant lesen",
+        default_grants=_MEMBER_READ,
+    )
+)
+
+register_capability(
+    CapabilityRegistration(
+        key="kairo.project.manage",
+        module="project",
+        description="Projekte anlegen und bearbeiten",
+        default_grants=_MEMBER_MANAGE,
+    )
+)

backend/rights_registrations/workspace_ops.py

@@ -0,0 +1,35 @@
+"""Workspace read capabilities (AP0.7)."""
+
+from __future__ import annotations
+
+from rights_registry import CapabilityRegistration, register_capability
+
+register_capability(
+    CapabilityRegistration(
+        key="kairo.actor.read",
+        module="tenant",
+        description="Actors im aktiven Tenant lesen (Directory)",
+        default_grants=(
+            ("portal", "admin"),
+            ("portal", "user"),
+            ("tenant", "owner"),
+            ("tenant", "admin"),
+            ("tenant", "member"),
+        ),
+    )
+)
+
+register_capability(
+    CapabilityRegistration(
+        key="kairo.workspace.read",
+        module="workspace",
+        description="Workspace-Übersichten und aggregierte Read-Models lesen",
+        default_grants=(
+            ("portal", "admin"),
+            ("portal", "user"),
+            ("tenant", "owner"),
+            ("tenant", "admin"),
+            ("tenant", "member"),
+        ),
+    )
+)

backend/routers/actions.py

@@ -0,0 +1,251 @@
+"""Action (Maßnahme) API — AP0.5 / AP0.7."""
+
+from __future__ import annotations
+
+from datetime import datetime
+from typing import Literal, Optional
+
+from capabilities import require_capability
+from data_layer import actions as dl_actions
+from fastapi import APIRouter, Depends, HTTPException
+from pydantic import BaseModel, Field
+from schemas.schedule_payload import SchedulePayload
+from services import actions as action_service
+from services import scheduled_work as scheduled_work_service
+from services import tasks as task_service
+from tenant_context import TenantContext
+
+router = APIRouter(prefix="/api/actions", tags=["actions"])
+
+
+class ActionUpdateRequest(BaseModel):
+    title: Optional[str] = Field(default=None, min_length=1, max_length=255)
+    description: Optional[str] = None
+    status: Optional[
+        Literal["open", "ready", "in_progress", "blocked", "review_required", "done", "discarded"]
+    ] = None
+    priority: Optional[Literal["low", "normal", "high"]] = None
+    due_at: Optional[str] = None
+    clear_due_at: bool = False
+    project_id: Optional[str] = None
+    clear_project: bool = False
+    roadmap_item_id: Optional[str] = None
+    clear_roadmap_item: bool = False
+    sort_order: Optional[int] = None
+    action_kind: Optional[Literal["delivery", "planning", "review", "bug", "issue"]] = None
+    work_cycle_id: Optional[str] = None
+    clear_work_cycle: bool = False
+    parent_action_id: Optional[str] = None
+    clear_parent_action: bool = False
+
+
+class TaskCreateRequest(BaseModel):
+    title: str = Field(min_length=1, max_length=255)
+    description: str = ""
+    status: Literal["open", "in_progress", "done", "discarded"] = "open"
+    parent_task_id: Optional[str] = None
+    roadmap_item_id: Optional[str] = None
+    sort_order: int = 0
+    due_at: Optional[str] = None
+
+
+class ActionAssignmentsRequest(BaseModel):
+    actor_ids: list[str] = Field(default_factory=list)
+
+
+@router.get("/me/open")
+def list_my_open_actions(
+    ctx: TenantContext = Depends(require_capability("kairo.action.read")),
+):
+    try:
+        return dl_actions.get_all_my_open_actions(ctx)
+    except ValueError as exc:
+        raise HTTPException(status_code=400, detail=str(exc)) from exc
+
+
+@router.get("/{action_id}/tasks")
+def list_action_tasks(
+    action_id: str,
+    ctx: TenantContext = Depends(require_capability("kairo.action.read")),
+):
+    try:
+        return task_service.list_tasks_for_action(
+            tenant_id=ctx.tenant_id, action_id=action_id
+        )
+    except ValueError as exc:
+        raise HTTPException(status_code=400, detail=str(exc)) from exc
+
+
+@router.post("/{action_id}/tasks", status_code=201)
+def create_action_task(
+    action_id: str,
+    body: TaskCreateRequest,
+    ctx: TenantContext = Depends(require_capability("kairo.action.manage")),
+):
+    due_at = None
+    if body.due_at:
+        try:
+            due_at = datetime.fromisoformat(body.due_at.replace("Z", "+00:00"))
+        except ValueError as exc:
+            raise HTTPException(status_code=400, detail="Ungültiges due_at") from exc
+    try:
+        return task_service.create_task(
+            tenant_id=ctx.tenant_id,
+            action_id=action_id,
+            user_id=ctx.user_id,
+            title=body.title,
+            description=body.description,
+            status=body.status,
+            parent_task_id=body.parent_task_id,
+            roadmap_item_id=body.roadmap_item_id,
+            sort_order=body.sort_order,
+            due_at=due_at,
+        )
+    except ValueError as exc:
+        raise HTTPException(status_code=400, detail=str(exc)) from exc
+
+
+@router.get("/{action_id}")
+def get_action(
+    action_id: str,
+    ctx: TenantContext = Depends(require_capability("kairo.action.read")),
+):
+    item = action_service.get_action(tenant_id=ctx.tenant_id, action_id=action_id)
+    if not item:
+        raise HTTPException(status_code=404, detail="Maßnahme nicht gefunden")
+    return item
+
+
+@router.patch("/{action_id}")
+def update_action(
+    action_id: str,
+    body: ActionUpdateRequest,
+    ctx: TenantContext = Depends(require_capability("kairo.action.manage")),
+):
+    due_at = None
+    if body.due_at is not None:
+        try:
+            due_at = datetime.fromisoformat(body.due_at.replace("Z", "+00:00"))
+        except ValueError as exc:
+            raise HTTPException(status_code=400, detail="Ungültiges due_at") from exc
+    try:
+        item = action_service.update_action(
+            tenant_id=ctx.tenant_id,
+            action_id=action_id,
+            user_id=ctx.user_id,
+            title=body.title,
+            description=body.description,
+            status=body.status,
+            priority=body.priority,
+            due_at=due_at,
+            clear_due_at=body.clear_due_at,
+            project_id=body.project_id,
+            clear_project=body.clear_project,
+            roadmap_item_id=body.roadmap_item_id,
+            clear_roadmap_item=body.clear_roadmap_item,
+            work_cycle_id=body.work_cycle_id,
+            clear_work_cycle=body.clear_work_cycle,
+            sort_order=body.sort_order,
+            action_kind=body.action_kind,
+            parent_action_id=body.parent_action_id,
+            clear_parent_action=body.clear_parent_action,
+        )
+    except ValueError as exc:
+        raise HTTPException(status_code=400, detail=str(exc)) from exc
+    if not item:
+        raise HTTPException(status_code=404, detail="Maßnahme nicht gefunden")
+    return item
+
+
+@router.put("/{action_id}/schedule")
+def upsert_action_schedule(
+    action_id: str,
+    body: SchedulePayload,
+    ctx: TenantContext = Depends(require_capability("kairo.action.manage")),
+):
+    try:
+        return scheduled_work_service.upsert_action_schedule(
+            tenant_id=ctx.tenant_id,
+            action_id=action_id,
+            user_id=ctx.user_id,
+            schedule_kind=body.schedule_kind,
+            interval_days=body.interval_days,
+            weekday_mask=body.weekday_mask,
+            pause_until=body.pause_until_date(),
+        )
+    except ValueError as exc:
+        detail = str(exc)
+        if detail == "Arbeitspaket nicht gefunden":
+            raise HTTPException(status_code=404, detail=detail) from exc
+        raise HTTPException(status_code=400, detail=detail) from exc
+
+
+@router.delete("/{action_id}/schedule", status_code=200)
+def clear_action_schedule(
+    action_id: str,
+    ctx: TenantContext = Depends(require_capability("kairo.action.manage")),
+):
+    try:
+        return scheduled_work_service.clear_action_schedule(
+            tenant_id=ctx.tenant_id,
+            action_id=action_id,
+            user_id=ctx.user_id,
+        )
+    except ValueError as exc:
+        detail = str(exc)
+        if detail == "Arbeitspaket nicht gefunden":
+            raise HTTPException(status_code=404, detail=detail) from exc
+        raise HTTPException(status_code=400, detail=detail) from exc
+
+
+@router.put("/{action_id}/assignments")
+def set_action_assignments(
+    action_id: str,
+    body: ActionAssignmentsRequest,
+    ctx: TenantContext = Depends(require_capability("kairo.action.manage")),
+):
+    try:
+        item = action_service.set_action_assignments(
+            tenant_id=ctx.tenant_id,
+            action_id=action_id,
+            actor_ids=body.actor_ids,
+            user_id=ctx.user_id,
+        )
+    except ValueError as exc:
+        raise HTTPException(status_code=400, detail=str(exc)) from exc
+    if not item:
+        raise HTTPException(status_code=404, detail="Maßnahme nicht gefunden")
+    return item
+
+
+@router.post("/{action_id}/unplan-to-backlog", status_code=200)
+def unplan_action_to_backlog(
+    action_id: str,
+    carryover: bool = False,
+    ctx: TenantContext = Depends(require_capability("kairo.action.manage")),
+):
+    try:
+        return action_service.unplan_action_to_backlog(
+            tenant_id=ctx.tenant_id,
+            action_id=action_id,
+            user_id=ctx.user_id,
+            carryover=carryover,
+        )
+    except ValueError as exc:
+        detail = str(exc)
+        if detail == "Arbeitspaket nicht gefunden":
+            raise HTTPException(status_code=404, detail=detail) from exc
+        raise HTTPException(status_code=400, detail=detail) from exc
+
+
+@router.delete("/{action_id}", status_code=204)
+def delete_action(
+    action_id: str,
+    ctx: TenantContext = Depends(require_capability("kairo.action.manage")),
+):
+    if not action_service.delete_action(
+        tenant_id=ctx.tenant_id,
+        action_id=action_id,
+        user_id=ctx.user_id,
+    ):
+        raise HTTPException(status_code=404, detail="Maßnahme nicht gefunden")

backend/routers/actors.py

@@ -0,0 +1,125 @@
+"""Actor directory API — AP0.7 + AP1.7c Service Tokens."""
+
+from __future__ import annotations
+
+from typing import Literal, Optional
+
+from capabilities import require_capability
+from fastapi import APIRouter, Depends, HTTPException, Query
+from pydantic import BaseModel, Field
+from services import actor_service_tokens
+from services import actors as actor_service
+from tenant_context import TenantContext
+
+router = APIRouter(prefix="/api/actors", tags=["actors"])
+
+
+class ServiceTokenCreateRequest(BaseModel):
+    label: str = Field(min_length=1, max_length=255)
+    capabilities: list[str] = Field(default_factory=list)
+    expires_in_days: Optional[int] = Field(default=365, ge=1, le=730)
+
+
+class ActorCreateRequest(BaseModel):
+    name: str = Field(min_length=1, max_length=255)
+    actor_type: Literal["human", "agent", "working_group", "external_system"] = "agent"
+
+
+@router.get("")
+def list_actors(
+    actor_type: Optional[Literal["human", "agent", "working_group", "external_system"]] = None,
+    include_inactive: bool = Query(default=False),
+    q: Optional[str] = Query(default=None, max_length=100),
+    ctx: TenantContext = Depends(require_capability("kairo.actor.read")),
+):
+    try:
+        return actor_service.list_actors(
+            tenant_id=ctx.tenant_id,
+            actor_type=actor_type,
+            include_inactive=include_inactive,
+            q=q,
+        )
+    except ValueError as exc:
+        raise HTTPException(status_code=400, detail=str(exc)) from exc
+
+
+@router.post("", status_code=201)
+def create_actor(
+    body: ActorCreateRequest,
+    ctx: TenantContext = Depends(require_capability("kairo.actor.manage")),
+):
+    if body.actor_type == "human":
+        raise HTTPException(
+            status_code=400,
+            detail="Human-Actors werden über User-Provisioning angelegt",
+        )
+    try:
+        return actor_service.create_actor(
+            tenant_id=ctx.tenant_id,
+            actor_type=body.actor_type,
+            name=body.name.strip(),
+        )
+    except ValueError as exc:
+        raise HTTPException(status_code=400, detail=str(exc)) from exc
+
+
+@router.get("/{actor_id}")
+def get_actor(
+    actor_id: str,
+    ctx: TenantContext = Depends(require_capability("kairo.actor.read")),
+):
+    item = actor_service.get_actor(tenant_id=ctx.tenant_id, actor_id=actor_id)
+    if not item:
+        raise HTTPException(status_code=404, detail="Actor nicht gefunden")
+    return item
+
+
+@router.get("/{actor_id}/service-tokens")
+def list_actor_service_tokens(
+    actor_id: str,
+    include_revoked: bool = Query(default=False),
+    ctx: TenantContext = Depends(require_capability("kairo.actor.manage")),
+):
+    actor = actor_service.get_actor(tenant_id=ctx.tenant_id, actor_id=actor_id)
+    if not actor:
+        raise HTTPException(status_code=404, detail="Actor nicht gefunden")
+    return actor_service_tokens.list_service_tokens_for_actor(
+        tenant_id=ctx.tenant_id,
+        actor_id=actor_id,
+        include_revoked=include_revoked,
+    )
+
+
+@router.post("/{actor_id}/service-tokens", status_code=201)
+def create_actor_service_token(
+    actor_id: str,
+    body: ServiceTokenCreateRequest,
+    ctx: TenantContext = Depends(require_capability("kairo.actor.manage")),
+):
+    try:
+        return actor_service_tokens.create_service_token(
+            tenant_id=ctx.tenant_id,
+            actor_id=actor_id,
+            label=body.label,
+            created_by_user_id=ctx.user_id,
+            capabilities=body.capabilities,
+            expires_in_days=body.expires_in_days,
+        )
+    except ValueError as exc:
+        detail = str(exc)
+        if detail == "Actor nicht gefunden":
+            raise HTTPException(status_code=404, detail=detail) from exc
+        raise HTTPException(status_code=400, detail=detail) from exc
+
+
+@router.delete("/service-tokens/{token_id}", status_code=204)
+def revoke_actor_service_token(
+    token_id: str,
+    ctx: TenantContext = Depends(require_capability("kairo.actor.manage")),
+):
+    if not actor_service_tokens.revoke_service_token(
+        tenant_id=ctx.tenant_id,
+        token_id=token_id,
+        user_id=ctx.user_id,
+    ):
+        raise HTTPException(status_code=404, detail="Token nicht gefunden")

backend/routers/backlog.py

@@ -0,0 +1,132 @@
+"""BacklogItem API — AP0.8c."""
+
+from __future__ import annotations
+
+from typing import Literal, Optional
+
+from capabilities import require_capability
+from fastapi import APIRouter, Depends, HTTPException
+from pydantic import BaseModel, Field
+from services import backlog as backlog_service
+from tenant_context import TenantContext
+
+router = APIRouter(prefix="/api/backlog", tags=["backlog"])
+
+
+class BacklogCreateRequest(BaseModel):
+    title: str = Field(min_length=1, max_length=255)
+    description: str = ""
+    status: Literal["new", "triaged", "accepted", "rejected"] = "new"
+    priority: Literal["low", "normal", "high"] = "normal"
+    roadmap_item_id: Optional[str] = None
+    sort_order: Optional[int] = None
+    item_kind: Literal["story", "bug", "issue", "epic", "tech_debt"] = "story"
+    parent_action_id: Optional[str] = None
+    parent_backlog_id: Optional[str] = None
+
+
+class BacklogUpdateRequest(BaseModel):
+    title: Optional[str] = Field(default=None, min_length=1, max_length=255)
+    description: Optional[str] = None
+    status: Optional[Literal["new", "triaged", "accepted", "rejected"]] = None
+    priority: Optional[Literal["low", "normal", "high"]] = None
+    roadmap_item_id: Optional[str] = None
+    clear_roadmap_item: bool = False
+    sort_order: Optional[int] = None
+    item_kind: Optional[Literal["story", "bug", "issue", "epic", "tech_debt"]] = None
+    parent_action_id: Optional[str] = None
+    clear_parent_action: bool = False
+    parent_backlog_id: Optional[str] = None
+    clear_parent_backlog: bool = False
+
+
+class BacklogConvertRequest(BaseModel):
+    assigned_actor_ids: list[str] = Field(default_factory=list)
+    work_cycle_id: Optional[str] = None
+    assign_active_sprint: bool = True
+
+
+@router.get("/{backlog_item_id}")
+def get_backlog_item(
+    backlog_item_id: str,
+    ctx: TenantContext = Depends(require_capability("kairo.backlog.read")),
+):
+    item = backlog_service.get_backlog_item(
+        tenant_id=ctx.tenant_id, backlog_item_id=backlog_item_id
+    )
+    if not item:
+        raise HTTPException(status_code=404, detail="Backlog-Item nicht gefunden")
+    return item
+
+
+@router.patch("/{backlog_item_id}")
+def update_backlog_item(
+    backlog_item_id: str,
+    body: BacklogUpdateRequest,
+    ctx: TenantContext = Depends(require_capability("kairo.backlog.manage")),
+):
+    try:
+        item = backlog_service.update_backlog_item(
+            tenant_id=ctx.tenant_id,
+            backlog_item_id=backlog_item_id,
+            user_id=ctx.user_id,
+            title=body.title,
+            description=body.description,
+            status=body.status,
+            priority=body.priority,
+            roadmap_item_id=body.roadmap_item_id,
+            clear_roadmap_item=body.clear_roadmap_item,
+            sort_order=body.sort_order,
+            item_kind=body.item_kind,
+            parent_action_id=body.parent_action_id,
+            clear_parent_action=body.clear_parent_action,
+            parent_backlog_id=body.parent_backlog_id,
+            clear_parent_backlog=body.clear_parent_backlog,
+        )
+    except ValueError as exc:
+        raise HTTPException(status_code=400, detail=str(exc)) from exc
+    if not item:
+        raise HTTPException(status_code=404, detail="Backlog-Item nicht gefunden")
+    return item
+
+
+@router.delete("/{backlog_item_id}", status_code=204)
+def delete_backlog_item(
+    backlog_item_id: str,
+    ctx: TenantContext = Depends(require_capability("kairo.backlog.manage")),
+):
+    try:
+        deleted = backlog_service.delete_backlog_item(
+            tenant_id=ctx.tenant_id,
+            backlog_item_id=backlog_item_id,
+            user_id=ctx.user_id,
+        )
+    except ValueError as exc:
+        raise HTTPException(status_code=400, detail=str(exc)) from exc
+    if not deleted:
+        raise HTTPException(status_code=404, detail="Backlog-Item nicht gefunden")
+
+
+@router.post("/{backlog_item_id}/convert-to-action", status_code=201)
+def convert_backlog_to_action(
+    backlog_item_id: str,
+    body: BacklogConvertRequest,
+    ctx: TenantContext = Depends(require_capability("kairo.backlog.manage")),
+):
+    assigned = body.assigned_actor_ids
+    if not assigned and ctx.actor_id:
+        assigned = [ctx.actor_id]
+    try:
+        return backlog_service.convert_backlog_to_action(
+            tenant_id=ctx.tenant_id,
+            backlog_item_id=backlog_item_id,
+            user_id=ctx.user_id,
+            assigned_actor_ids=assigned,
+            work_cycle_id=body.work_cycle_id,
+            assign_active_sprint=body.assign_active_sprint,
+        )
+    except ValueError as exc:
+        detail = str(exc)
+        if detail == "Backlog-Item nicht gefunden":
+            raise HTTPException(status_code=404, detail=detail) from exc
+        raise HTTPException(status_code=400, detail=detail) from exc

backend/routers/blockers.py

@@ -0,0 +1,77 @@
+"""Blocker API — AP0.8b."""
+
+from __future__ import annotations
+
+from typing import Literal, Optional
+
+from capabilities import require_capability
+from fastapi import APIRouter, Depends, HTTPException
+from pydantic import BaseModel, Field
+from services import blockers as blocker_service
+from tenant_context import TenantContext
+
+router = APIRouter(prefix="/api/blockers", tags=["blockers"])
+
+
+class BlockerCreateRequest(BaseModel):
+    title: str = Field(min_length=1, max_length=255)
+    description: str = ""
+    status: Literal["open", "in_progress", "resolved", "accepted_risk", "dismissed"] = "open"
+    action_id: Optional[str] = None
+    set_action_blocked: bool = False
+
+
+class BlockerUpdateRequest(BaseModel):
+    title: Optional[str] = Field(default=None, min_length=1, max_length=255)
+    description: Optional[str] = None
+    status: Optional[
+        Literal["open", "in_progress", "resolved", "accepted_risk", "dismissed"]
+    ] = None
+    action_id: Optional[str] = None
+    clear_action_id: bool = False
+
+
+@router.get("/{blocker_id}")
+def get_blocker(
+    blocker_id: str,
+    ctx: TenantContext = Depends(require_capability("kairo.blocker.read")),
+):
+    item = blocker_service.get_blocker(tenant_id=ctx.tenant_id, blocker_id=blocker_id)
+    if not item:
+        raise HTTPException(status_code=404, detail="Blocker nicht gefunden")
+    return item
+
+
+@router.patch("/{blocker_id}")
+def update_blocker(
+    blocker_id: str,
+    body: BlockerUpdateRequest,
+    ctx: TenantContext = Depends(require_capability("kairo.blocker.manage")),
+):
+    try:
+        item = blocker_service.update_blocker(
+            tenant_id=ctx.tenant_id,
+            blocker_id=blocker_id,
+            user_id=ctx.user_id,
+            title=body.title,
+            description=body.description,
+            status=body.status,
+            action_id=body.action_id,
+            clear_action_id=body.clear_action_id,
+        )
+    except ValueError as exc:
+        raise HTTPException(status_code=400, detail=str(exc)) from exc
+    if not item:
+        raise HTTPException(status_code=404, detail="Blocker nicht gefunden")
+    return item
+
+
+@router.delete("/{blocker_id}", status_code=204)
+def delete_blocker(
+    blocker_id: str,
+    ctx: TenantContext = Depends(require_capability("kairo.blocker.manage")),
+):
+    if not blocker_service.delete_blocker(
+        tenant_id=ctx.tenant_id, blocker_id=blocker_id, user_id=ctx.user_id
+    ):
+        raise HTTPException(status_code=404, detail="Blocker nicht gefunden")

backend/routers/decisions.py

@@ -0,0 +1,67 @@
+"""Decision API — AP0.9c."""
+
+from __future__ import annotations
+
+from typing import Literal, Optional
+
+from capabilities import require_capability
+from fastapi import APIRouter, Depends, HTTPException
+from pydantic import BaseModel, Field
+from services import decisions as decision_service
+from tenant_context import TenantContext
+
+router = APIRouter(prefix="/api/decisions", tags=["decisions"])
+
+
+class DecisionUpdateRequest(BaseModel):
+    title: Optional[str] = Field(default=None, min_length=1, max_length=255)
+    description: Optional[str] = None
+    status: Optional[Literal["proposed", "decided", "superseded"]] = None
+    outcome: Optional[str] = None
+    decided_by_actor_id: Optional[str] = None
+
+
+@router.get("/{decision_id}")
+def get_decision(
+    decision_id: str,
+    ctx: TenantContext = Depends(require_capability("kairo.decision.read")),
+):
+    item = decision_service.get_decision(tenant_id=ctx.tenant_id, decision_id=decision_id)
+    if not item:
+        raise HTTPException(status_code=404, detail="Entscheidung nicht gefunden")
+    return item
+
+
+@router.patch("/{decision_id}")
+def update_decision(
+    decision_id: str,
+    body: DecisionUpdateRequest,
+    ctx: TenantContext = Depends(require_capability("kairo.decision.manage")),
+):
+    try:
+        item = decision_service.update_decision(
+            tenant_id=ctx.tenant_id,
+            decision_id=decision_id,
+            user_id=ctx.user_id,
+            title=body.title,
+            description=body.description,
+            status=body.status,
+            outcome=body.outcome,
+            decided_by_actor_id=body.decided_by_actor_id,
+        )
+    except ValueError as exc:
+        raise HTTPException(status_code=400, detail=str(exc)) from exc
+    if not item:
+        raise HTTPException(status_code=404, detail="Entscheidung nicht gefunden")
+    return item
+
+
+@router.delete("/{decision_id}", status_code=204)
+def delete_decision(
+    decision_id: str,
+    ctx: TenantContext = Depends(require_capability("kairo.decision.manage")),
+):
+    if not decision_service.delete_decision(
+        tenant_id=ctx.tenant_id, decision_id=decision_id, user_id=ctx.user_id
+    ):
+        raise HTTPException(status_code=404, detail="Entscheidung nicht gefunden")

backend/routers/entity_archetypes.py

@@ -0,0 +1,53 @@
+"""Entity-Archetypen API — AP1.10a/10b."""
+
+from __future__ import annotations
+
+from typing import Optional
+
+from capabilities import require_capability
+from entity_archetypes import list_archetypes, validate_archetype_key
+from services.archetype_starter_kit import get_starter_preview
+from entity_fields.service import list_field_definitions
+from fastapi import APIRouter, Depends, HTTPException, 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)
+
+
+@router.get("/field-definitions")
+def get_archetype_field_definitions(
+    entity_type: str = Query(..., min_length=1),
+    archetype_key: str = Query(..., min_length=1),
+    ctx: TenantContext = Depends(require_capability("kairo.initiative.read")),
+):
+    _ = ctx
+    archetypes = list_archetypes(entity_type=entity_type)
+    if not any(item["key"] == archetype_key for item in archetypes):
+        raise HTTPException(status_code=404, detail="Archetyp nicht gefunden")
+    return list_field_definitions(archetype_key=archetype_key)
+
+
+@router.get("/{archetype_key}/starter-preview")
+def get_archetype_starter_preview(
+    archetype_key: str,
+    method_profile_key: Optional[str] = Query(default=None),
+    ctx: TenantContext = Depends(require_capability("kairo.initiative.read")),
+):
+    _ = ctx
+    try:
+        validate_archetype_key(entity_type="initiative", archetype_key=archetype_key)
+    except ValueError as exc:
+        raise HTTPException(status_code=404, detail=str(exc)) from exc
+    return get_starter_preview(
+        archetype_key=archetype_key,
+        method_profile_key=method_profile_key,
+    )

backend/routers/evidence.py

@@ -0,0 +1,75 @@
+"""Evidence API — AP0.9b."""
+
+from __future__ import annotations
+
+from typing import Literal, Optional
+
+from capabilities import require_capability
+from fastapi import APIRouter, Depends, HTTPException
+from pydantic import BaseModel, Field
+from services import evidence as evidence_service
+from tenant_context import TenantContext
+
+router = APIRouter(prefix="/api/evidence", tags=["evidence"])
+
+
+class EvidenceUpdateRequest(BaseModel):
+    title: Optional[str] = Field(default=None, min_length=1, max_length=255)
+    description: Optional[str] = None
+    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}")
+def get_evidence(
+    evidence_id: str,
+    ctx: TenantContext = Depends(require_capability("kairo.evidence.read")),
+):
+    item = evidence_service.get_evidence(tenant_id=ctx.tenant_id, evidence_id=evidence_id)
+    if not item:
+        raise HTTPException(status_code=404, detail="Evidence nicht gefunden")
+    return item
+
+
+@router.patch("/{evidence_id}")
+def update_evidence(
+    evidence_id: str,
+    body: EvidenceUpdateRequest,
+    ctx: TenantContext = Depends(require_capability("kairo.evidence.manage")),
+):
+    try:
+        item = evidence_service.update_evidence(
+            tenant_id=ctx.tenant_id,
+            evidence_id=evidence_id,
+            user_id=ctx.user_id,
+            title=body.title,
+            description=body.description,
+            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
+    if not item:
+        raise HTTPException(status_code=404, detail="Evidence nicht gefunden")
+    return item
+
+
+@router.delete("/{evidence_id}", status_code=204)
+def delete_evidence(
+    evidence_id: str,
+    ctx: TenantContext = Depends(require_capability("kairo.evidence.manage")),
+):
+    if not evidence_service.delete_evidence(
+        tenant_id=ctx.tenant_id, evidence_id=evidence_id, user_id=ctx.user_id
+    ):
+        raise HTTPException(status_code=404, detail="Evidence nicht gefunden")

backend/routers/execution_plan.py

@@ -0,0 +1,119 @@
+"""Execution plan API — AP1.16b."""
+
+from __future__ import annotations
+
+from typing import Literal, Optional
+
+from capabilities import require_capability
+from fastapi import APIRouter, Depends, HTTPException, Query
+from pydantic import BaseModel
+from services import actions as action_service
+from services import execution_plan as execution_plan_service
+from steering.graph.execution_engine import load_initiative_execution_graph_state
+from tenant_context import TenantContext
+
+initiative_router = APIRouter(prefix="/api/initiatives", tags=["execution-plan"])
+
+
+class ActionDependencyCreateRequest(BaseModel):
+    predecessor_action_id: str
+    successor_action_id: str
+    dependency_kind: Literal["requires", "blocks", "relates"] = "requires"
+
+
+@initiative_router.get("/{initiative_id}/execution/graph-state")
+def get_initiative_execution_graph_state(
+    initiative_id: str,
+    scope_roadmap_item_id: Optional[str] = Query(default=None),
+    ctx: TenantContext = Depends(require_capability("kairo.action.read")),
+):
+    try:
+        state = load_initiative_execution_graph_state(
+            tenant_id=ctx.tenant_id,
+            initiative_id=initiative_id,
+            scope_roadmap_item_id=scope_roadmap_item_id,
+        )
+        if scope_roadmap_item_id is None:
+            from services import actions as action_service
+            from services import roadmap as roadmap_service
+
+            all_actions = action_service.list_actions_for_initiative(
+                tenant_id=ctx.tenant_id, initiative_id=initiative_id
+            )
+            roadmap_items = roadmap_service.list_roadmap_items_for_initiative(
+                tenant_id=ctx.tenant_id, initiative_id=initiative_id
+            )
+            from steering.graph.execution_engine import compute_planning_debt
+
+            state["planning_debt"] = compute_planning_debt(
+                actions=all_actions,
+                roadmap_items=roadmap_items,
+            )
+        return state
+    except ValueError as exc:
+        raise HTTPException(status_code=400, detail=str(exc)) from exc
+
+
+@initiative_router.get("/{initiative_id}/execution/dependencies")
+def list_initiative_action_dependencies(
+    initiative_id: str,
+    ctx: TenantContext = Depends(require_capability("kairo.action.read")),
+):
+    try:
+        return execution_plan_service.list_dependencies_for_initiative(
+            tenant_id=ctx.tenant_id, initiative_id=initiative_id
+        )
+    except ValueError as exc:
+        raise HTTPException(status_code=400, detail=str(exc)) from exc
+
+
+@initiative_router.post("/{initiative_id}/execution/dependencies", status_code=201)
+def create_initiative_action_dependency(
+    initiative_id: str,
+    body: ActionDependencyCreateRequest,
+    ctx: TenantContext = Depends(require_capability("kairo.action.manage")),
+):
+    try:
+        predecessor = action_service.get_action(
+            tenant_id=ctx.tenant_id, action_id=body.predecessor_action_id
+        )
+        successor = action_service.get_action(
+            tenant_id=ctx.tenant_id, action_id=body.successor_action_id
+        )
+        if not predecessor or not successor:
+            raise ValueError("Action nicht gefunden")
+        if (
+            predecessor["initiative_id"] != initiative_id
+            or successor["initiative_id"] != initiative_id
+        ):
+            raise ValueError("Actions gehören nicht zum angegebenen Vorhaben")
+
+        return execution_plan_service.add_dependency(
+            tenant_id=ctx.tenant_id,
+            predecessor_action_id=body.predecessor_action_id,
+            successor_action_id=body.successor_action_id,
+            dependency_kind=body.dependency_kind,
+            user_id=ctx.user_id,
+        )
+    except ValueError as exc:
+        raise HTTPException(status_code=400, detail=str(exc)) from exc
+
+
+@initiative_router.delete(
+    "/{initiative_id}/execution/dependencies/{dependency_id}",
+    status_code=204,
+)
+def delete_initiative_action_dependency(
+    initiative_id: str,
+    dependency_id: str,
+    ctx: TenantContext = Depends(require_capability("kairo.action.manage")),
+):
+    del initiative_id  # scope validated via tenant + dependency row
+    try:
+        execution_plan_service.delete_dependency(
+            tenant_id=ctx.tenant_id,
+            dependency_id=dependency_id,
+            user_id=ctx.user_id,
+        )
+    except ValueError as exc:
+        raise HTTPException(status_code=400, detail=str(exc)) from exc

backend/routers/initiatives.py

@@ -0,0 +1,659 @@
+"""Initiative (Vorhaben) API — AP0.5."""
+
+from __future__ import annotations
+
+from datetime import datetime
+from typing import Literal, Optional
+
+from capabilities import require_capability
+from data_layer import initiative_snapshot as dl_initiative_snapshot
+from entity_fields.service import (
+    get_entity_field_values,
+    list_field_definitions,
+    patch_entity_field_values,
+)
+from fastapi import APIRouter, Depends, HTTPException
+from pydantic import BaseModel, Field
+from steering.context import get_steering_context_dto
+from services import actions as action_service
+from services import backlog as backlog_service
+from services import blockers as blocker_service
+from services import decisions as decision_service
+from services import evidence as evidence_service
+from services import initiatives as initiative_service
+from services import operating_context as operating_context_service
+from services import milestones as milestone_service
+from services import recurring as recurring_service
+from services import reviews as review_service
+from tenant_context import TenantContext
+
+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
+    method_profile_key: Optional[str] = Field(default=None, min_length=1)
+    apply_starter_kit: bool = True
+
+
+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
+
+
+class InitiativeFieldsPatchRequest(BaseModel):
+    fields: dict[str, object] = Field(default_factory=dict)
+
+
+class ActionCreateRequest(BaseModel):
+    title: str = Field(min_length=1, max_length=255)
+    description: str = ""
+    status: Literal[
+        "open", "ready", "in_progress", "blocked", "review_required", "done", "discarded"
+    ] = "open"
+    priority: Literal["low", "normal", "high"] = "normal"
+    due_at: Optional[str] = None
+    project_id: Optional[str] = None
+    roadmap_item_id: Optional[str] = None
+    work_cycle_id: Optional[str] = None
+    assigned_actor_ids: list[str] = Field(default_factory=list)
+    sort_order: int = 0
+    action_kind: Literal["delivery", "planning", "review", "bug", "issue"] = "delivery"
+    parent_action_id: Optional[str] = None
+
+
+class BlockerCreateRequest(BaseModel):
+    title: str = Field(min_length=1, max_length=255)
+    description: str = ""
+    status: Literal["open", "in_progress", "resolved", "accepted_risk", "dismissed"] = "open"
+    action_id: Optional[str] = None
+    set_action_blocked: bool = False
+
+
+class BacklogCreateRequest(BaseModel):
+    title: str = Field(min_length=1, max_length=255)
+    description: str = ""
+    status: Literal["new", "triaged", "accepted", "rejected"] = "new"
+    priority: Literal["low", "normal", "high"] = "normal"
+    roadmap_item_id: Optional[str] = None
+    item_kind: Literal["story", "bug", "issue", "epic"] = "story"
+    parent_action_id: Optional[str] = None
+    parent_backlog_id: Optional[str] = None
+
+
+class MilestoneCreateRequest(BaseModel):
+    title: str = Field(min_length=1, max_length=255)
+    goal_description: str = ""
+    status: Literal["planned", "active", "at_risk", "reached", "moved", "discarded"] = "planned"
+    target_date: Optional[str] = None
+
+
+class EvidenceCreateRequest(BaseModel):
+    title: str = Field(min_length=1, max_length=255)
+    description: str = ""
+    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):
+    title: str = Field(min_length=1, max_length=255)
+    description: str = ""
+    status: Literal["proposed", "decided", "superseded"] = "proposed"
+    outcome: str = ""
+
+
+class ReviewCreateRequest(BaseModel):
+    title: str = Field(min_length=1, max_length=255)
+    summary: str = ""
+    status: Literal["planned", "completed", "skipped"] = "planned"
+    due_at: Optional[str] = None
+    action_id: Optional[str] = None
+    milestone_id: Optional[str] = None
+
+
+class RecurringCreateRequest(BaseModel):
+    title: str = Field(min_length=1, max_length=255)
+    description: str = ""
+    status: Literal["active", "paused", "ended"] = "active"
+    interval_days: Optional[int] = Field(default=None, gt=0)
+    next_due_at: Optional[str] = None
+    roadmap_item_id: Optional[str] = None
+
+
+def _parse_optional_datetime(value: Optional[str], field_name: str) -> Optional[datetime]:
+    if not value:
+        return None
+    try:
+        return datetime.fromisoformat(value.replace("Z", "+00:00"))
+    except ValueError as exc:
+        raise HTTPException(status_code=400, detail=f"Ungültiges {field_name}") from exc
+
+
+@router.get("")
+def list_initiatives(
+    ctx: TenantContext = Depends(require_capability("kairo.initiative.read")),
+):
+    return initiative_service.list_initiatives(tenant_id=ctx.tenant_id)
+
+
+@router.post("", status_code=201)
+def create_initiative(
+    body: InitiativeCreateRequest,
+    ctx: TenantContext = Depends(require_capability("kairo.initiative.manage")),
+):
+    owner_actor_id = body.owner_actor_id or ctx.actor_id
+    if not owner_actor_id:
+        raise HTTPException(status_code=400, detail="Kein Actor im TenantContext")
+    try:
+        return initiative_service.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,
+            user_id=ctx.user_id,
+            method_profile_key=body.method_profile_key,
+            apply_starter_kit=body.apply_starter_kit,
+        )
+    except ValueError as exc:
+        raise HTTPException(status_code=400, detail=str(exc)) from exc
+
+
+@router.get("/{initiative_id}")
+def get_initiative(
+    initiative_id: str,
+    ctx: TenantContext = Depends(require_capability("kairo.initiative.read")),
+):
+    item = initiative_service.get_initiative(
+        tenant_id=ctx.tenant_id, initiative_id=initiative_id
+    )
+    if not item:
+        raise HTTPException(status_code=404, detail="Vorhaben nicht gefunden")
+    return item
+
+
+@router.get("/{initiative_id}/steering-snapshot")
+def get_initiative_steering_snapshot(
+    initiative_id: str,
+    ctx: TenantContext = Depends(require_capability("kairo.initiative.read")),
+):
+    snapshot = dl_initiative_snapshot.get_initiative_steering_snapshot(
+        ctx, initiative_id=initiative_id
+    )
+    if not snapshot:
+        raise HTTPException(status_code=404, detail="Vorhaben nicht gefunden")
+    return snapshot
+
+
+@router.get("/{initiative_id}/steering-context")
+def get_initiative_steering_context(
+    initiative_id: str,
+    ctx: TenantContext = Depends(require_capability("kairo.initiative.read")),
+):
+    if not initiative_service.get_initiative(
+        tenant_id=ctx.tenant_id, initiative_id=initiative_id
+    ):
+        raise HTTPException(status_code=404, detail="Vorhaben nicht gefunden")
+    return get_steering_context_dto(ctx, initiative_id=initiative_id)
+
+
+@router.get("/{initiative_id}/operating-context")
+def get_initiative_operating_context(
+    initiative_id: str,
+    ctx: TenantContext = Depends(require_capability("kairo.initiative.read")),
+):
+    context = operating_context_service.get_operating_context(
+        tenant_id=ctx.tenant_id, initiative_id=initiative_id
+    )
+    if not context:
+        raise HTTPException(status_code=404, detail="Vorhaben nicht gefunden")
+    return context
+
+
+def _require_initiative(*, tenant_id: str, initiative_id: str) -> dict:
+    initiative = initiative_service.get_initiative(
+        tenant_id=tenant_id, initiative_id=initiative_id
+    )
+    if not initiative:
+        raise HTTPException(status_code=404, detail="Vorhaben nicht gefunden")
+    return initiative
+
+
+@router.get("/{initiative_id}/field-definitions")
+def get_initiative_field_definitions(
+    initiative_id: str,
+    ctx: TenantContext = Depends(require_capability("kairo.initiative.read")),
+):
+    initiative = _require_initiative(tenant_id=ctx.tenant_id, initiative_id=initiative_id)
+    return list_field_definitions(archetype_key=initiative["archetype_key"])
+
+
+@router.get("/{initiative_id}/fields")
+def get_initiative_fields(
+    initiative_id: str,
+    ctx: TenantContext = Depends(require_capability("kairo.initiative.read")),
+):
+    initiative = _require_initiative(tenant_id=ctx.tenant_id, initiative_id=initiative_id)
+    definitions = list_field_definitions(archetype_key=initiative["archetype_key"])
+    return get_entity_field_values(
+        tenant_id=ctx.tenant_id,
+        entity_type="initiative",
+        entity_id=initiative_id,
+        definitions=definitions,
+    )
+
+
+@router.patch("/{initiative_id}/fields")
+def patch_initiative_fields(
+    initiative_id: str,
+    body: InitiativeFieldsPatchRequest,
+    ctx: TenantContext = Depends(require_capability("kairo.initiative.manage")),
+):
+    initiative = _require_initiative(tenant_id=ctx.tenant_id, initiative_id=initiative_id)
+    definitions = list_field_definitions(archetype_key=initiative["archetype_key"])
+    try:
+        return patch_entity_field_values(
+            tenant_id=ctx.tenant_id,
+            entity_type="initiative",
+            entity_id=initiative_id,
+            definitions=definitions,
+            values=body.fields,
+        )
+    except ValueError as exc:
+        raise HTTPException(status_code=400, detail=str(exc)) from exc
+
+
+@router.patch("/{initiative_id}")
+def update_initiative(
+    initiative_id: str,
+    body: InitiativeUpdateRequest,
+    ctx: TenantContext = Depends(require_capability("kairo.initiative.manage")),
+):
+    try:
+        item = initiative_service.update_initiative(
+            tenant_id=ctx.tenant_id,
+            initiative_id=initiative_id,
+            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,
+        )
+    except ValueError as exc:
+        raise HTTPException(status_code=400, detail=str(exc)) from exc
+    if not item:
+        raise HTTPException(status_code=404, detail="Vorhaben nicht gefunden")
+    return item
+
+
+@router.delete("/{initiative_id}", status_code=204)
+def delete_initiative(
+    initiative_id: str,
+    ctx: TenantContext = Depends(require_capability("kairo.initiative.manage")),
+):
+    if not initiative_service.delete_initiative(
+        tenant_id=ctx.tenant_id,
+        initiative_id=initiative_id,
+        user_id=ctx.user_id,
+    ):
+        raise HTTPException(status_code=404, detail="Vorhaben nicht gefunden")
+
+
+@router.get("/{initiative_id}/actions")
+def list_initiative_actions(
+    initiative_id: str,
+    ctx: TenantContext = Depends(require_capability("kairo.action.read")),
+):
+    if not initiative_service.get_initiative(
+        tenant_id=ctx.tenant_id, initiative_id=initiative_id
+    ):
+        raise HTTPException(status_code=404, detail="Vorhaben nicht gefunden")
+    return action_service.list_actions_for_initiative(
+        tenant_id=ctx.tenant_id, initiative_id=initiative_id
+    )
+
+
+@router.post("/{initiative_id}/actions", status_code=201)
+def create_initiative_action(
+    initiative_id: str,
+    body: ActionCreateRequest,
+    ctx: TenantContext = Depends(require_capability("kairo.action.manage")),
+):
+    try:
+        due_at = _parse_optional_datetime(body.due_at, "due_at")
+        return action_service.create_action(
+            tenant_id=ctx.tenant_id,
+            initiative_id=initiative_id,
+            title=body.title,
+            description=body.description,
+            status=body.status,
+            priority=body.priority,
+            due_at=due_at,
+            project_id=body.project_id,
+            roadmap_item_id=body.roadmap_item_id,
+            work_cycle_id=body.work_cycle_id,
+            assigned_actor_ids=body.assigned_actor_ids,
+            sort_order=body.sort_order,
+            action_kind=body.action_kind,
+            parent_action_id=body.parent_action_id,
+            user_id=ctx.user_id,
+        )
+    except ValueError as exc:
+        detail = str(exc)
+        if detail == "Initiative nicht gefunden":
+            raise HTTPException(status_code=404, detail=detail) from exc
+        raise HTTPException(status_code=400, detail=detail) from exc
+
+
+@router.get("/{initiative_id}/blockers")
+def list_initiative_blockers(
+    initiative_id: str,
+    ctx: TenantContext = Depends(require_capability("kairo.blocker.read")),
+):
+    try:
+        return blocker_service.list_blockers_for_initiative(
+            tenant_id=ctx.tenant_id, initiative_id=initiative_id
+        )
+    except ValueError as exc:
+        if str(exc) == "Initiative nicht gefunden":
+            raise HTTPException(status_code=404, detail=str(exc)) from exc
+        raise HTTPException(status_code=400, detail=str(exc)) from exc
+
+
+@router.post("/{initiative_id}/blockers", status_code=201)
+def create_initiative_blocker(
+    initiative_id: str,
+    body: BlockerCreateRequest,
+    ctx: TenantContext = Depends(require_capability("kairo.blocker.manage")),
+):
+    try:
+        return blocker_service.create_blocker(
+            tenant_id=ctx.tenant_id,
+            initiative_id=initiative_id,
+            title=body.title,
+            description=body.description,
+            status=body.status,
+            action_id=body.action_id,
+            reported_by_actor_id=ctx.actor_id,
+            user_id=ctx.user_id,
+            set_action_blocked=body.set_action_blocked,
+        )
+    except ValueError as exc:
+        detail = str(exc)
+        if detail == "Initiative nicht gefunden":
+            raise HTTPException(status_code=404, detail=detail) from exc
+        raise HTTPException(status_code=400, detail=detail) from exc
+
+
+@router.get("/{initiative_id}/backlog")
+def list_initiative_backlog(
+    initiative_id: str,
+    ctx: TenantContext = Depends(require_capability("kairo.backlog.read")),
+):
+    try:
+        return backlog_service.list_backlog_for_initiative(
+            tenant_id=ctx.tenant_id, initiative_id=initiative_id
+        )
+    except ValueError as exc:
+        if str(exc) == "Initiative nicht gefunden":
+            raise HTTPException(status_code=404, detail=str(exc)) from exc
+        raise HTTPException(status_code=400, detail=str(exc)) from exc
+
+
+@router.post("/{initiative_id}/backlog", status_code=201)
+def create_initiative_backlog_item(
+    initiative_id: str,
+    body: BacklogCreateRequest,
+    ctx: TenantContext = Depends(require_capability("kairo.backlog.manage")),
+):
+    try:
+        return backlog_service.create_backlog_item(
+            tenant_id=ctx.tenant_id,
+            initiative_id=initiative_id,
+            title=body.title,
+            description=body.description,
+            status=body.status,
+            priority=body.priority,
+            roadmap_item_id=body.roadmap_item_id,
+            item_kind=body.item_kind,
+            parent_action_id=body.parent_action_id,
+            parent_backlog_id=body.parent_backlog_id,
+            user_id=ctx.user_id,
+        )
+    except ValueError as exc:
+        detail = str(exc)
+        if detail == "Initiative nicht gefunden":
+            raise HTTPException(status_code=404, detail=detail) from exc
+        raise HTTPException(status_code=400, detail=detail) from exc
+
+
+@router.get("/{initiative_id}/milestones")
+def list_initiative_milestones(
+    initiative_id: str,
+    ctx: TenantContext = Depends(require_capability("kairo.milestone.read")),
+):
+    try:
+        return milestone_service.list_milestones_for_initiative(
+            tenant_id=ctx.tenant_id, initiative_id=initiative_id
+        )
+    except ValueError as exc:
+        if str(exc) == "Initiative nicht gefunden":
+            raise HTTPException(status_code=404, detail=str(exc)) from exc
+        raise HTTPException(status_code=400, detail=str(exc)) from exc
+
+
+@router.post("/{initiative_id}/milestones", status_code=201)
+def create_initiative_milestone(
+    initiative_id: str,
+    body: MilestoneCreateRequest,
+    ctx: TenantContext = Depends(require_capability("kairo.milestone.manage")),
+):
+    from datetime import date as date_type
+
+    target_date = None
+    if body.target_date:
+        try:
+            target_date = date_type.fromisoformat(body.target_date)
+        except ValueError as exc:
+            raise HTTPException(status_code=400, detail="Ungültiges target_date") from exc
+    try:
+        return milestone_service.create_milestone(
+            tenant_id=ctx.tenant_id,
+            initiative_id=initiative_id,
+            title=body.title,
+            goal_description=body.goal_description,
+            status=body.status,
+            target_date=target_date,
+            user_id=ctx.user_id,
+        )
+    except ValueError as exc:
+        detail = str(exc)
+        if detail == "Initiative nicht gefunden":
+            raise HTTPException(status_code=404, detail=detail) from exc
+        raise HTTPException(status_code=400, detail=detail) from exc
+
+
+@router.get("/{initiative_id}/evidence")
+def list_initiative_evidence(
+    initiative_id: str,
+    ctx: TenantContext = Depends(require_capability("kairo.evidence.read")),
+):
+    try:
+        return evidence_service.list_evidence_for_initiative(
+            tenant_id=ctx.tenant_id, initiative_id=initiative_id
+        )
+    except ValueError as exc:
+        if str(exc) == "Initiative nicht gefunden":
+            raise HTTPException(status_code=404, detail=str(exc)) from exc
+        raise HTTPException(status_code=400, detail=str(exc)) from exc
+
+
+@router.post("/{initiative_id}/evidence", status_code=201)
+def create_initiative_evidence(
+    initiative_id: str,
+    body: EvidenceCreateRequest,
+    ctx: TenantContext = Depends(require_capability("kairo.evidence.manage")),
+):
+    try:
+        return evidence_service.create_evidence(
+            tenant_id=ctx.tenant_id,
+            initiative_id=initiative_id,
+            title=body.title,
+            description=body.description,
+            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,
+        )
+    except ValueError as exc:
+        detail = str(exc)
+        if detail == "Initiative nicht gefunden":
+            raise HTTPException(status_code=404, detail=detail) from exc
+        raise HTTPException(status_code=400, detail=detail) from exc
+
+
+@router.get("/{initiative_id}/decisions")
+def list_initiative_decisions(
+    initiative_id: str,
+    ctx: TenantContext = Depends(require_capability("kairo.decision.read")),
+):
+    try:
+        return decision_service.list_decisions_for_initiative(
+            tenant_id=ctx.tenant_id, initiative_id=initiative_id
+        )
+    except ValueError as exc:
+        if str(exc) == "Initiative nicht gefunden":
+            raise HTTPException(status_code=404, detail=str(exc)) from exc
+        raise HTTPException(status_code=400, detail=str(exc)) from exc
+
+
+@router.post("/{initiative_id}/decisions", status_code=201)
+def create_initiative_decision(
+    initiative_id: str,
+    body: DecisionCreateRequest,
+    ctx: TenantContext = Depends(require_capability("kairo.decision.manage")),
+):
+    try:
+        return decision_service.create_decision(
+            tenant_id=ctx.tenant_id,
+            initiative_id=initiative_id,
+            title=body.title,
+            description=body.description,
+            status=body.status,
+            outcome=body.outcome,
+            decided_by_actor_id=ctx.actor_id if body.status == "decided" else None,
+            user_id=ctx.user_id,
+        )
+    except ValueError as exc:
+        detail = str(exc)
+        if detail == "Initiative nicht gefunden":
+            raise HTTPException(status_code=404, detail=detail) from exc
+        raise HTTPException(status_code=400, detail=detail) from exc
+
+
+@router.get("/{initiative_id}/reviews")
+def list_initiative_reviews(
+    initiative_id: str,
+    ctx: TenantContext = Depends(require_capability("kairo.review.read")),
+):
+    try:
+        return review_service.list_reviews_for_initiative(
+            tenant_id=ctx.tenant_id, initiative_id=initiative_id
+        )
+    except ValueError as exc:
+        if str(exc) == "Initiative nicht gefunden":
+            raise HTTPException(status_code=404, detail=str(exc)) from exc
+        raise HTTPException(status_code=400, detail=str(exc)) from exc
+
+
+@router.post("/{initiative_id}/reviews", status_code=201)
+def create_initiative_review(
+    initiative_id: str,
+    body: ReviewCreateRequest,
+    ctx: TenantContext = Depends(require_capability("kairo.review.manage")),
+):
+    due_at = _parse_optional_datetime(body.due_at, "due_at")
+    try:
+        return review_service.create_review(
+            tenant_id=ctx.tenant_id,
+            initiative_id=initiative_id,
+            title=body.title,
+            summary=body.summary,
+            status=body.status,
+            due_at=due_at,
+            action_id=body.action_id,
+            milestone_id=body.milestone_id,
+            reviewed_by_actor_id=ctx.actor_id,
+            user_id=ctx.user_id,
+        )
+    except ValueError as exc:
+        detail = str(exc)
+        if detail == "Initiative nicht gefunden":
+            raise HTTPException(status_code=404, detail=detail) from exc
+        raise HTTPException(status_code=400, detail=detail) from exc
+
+
+@router.get("/{initiative_id}/recurring")
+def list_initiative_recurring(
+    initiative_id: str,
+    ctx: TenantContext = Depends(require_capability("kairo.recurring.read")),
+):
+    try:
+        return recurring_service.list_recurring_for_initiative(
+            tenant_id=ctx.tenant_id, initiative_id=initiative_id
+        )
+    except ValueError as exc:
+        if str(exc) == "Initiative nicht gefunden":
+            raise HTTPException(status_code=404, detail=str(exc)) from exc
+        raise HTTPException(status_code=400, detail=str(exc)) from exc
+
+
+@router.post("/{initiative_id}/recurring", status_code=201)
+def create_initiative_recurring(
+    initiative_id: str,
+    body: RecurringCreateRequest,
+    ctx: TenantContext = Depends(require_capability("kairo.recurring.manage")),
+):
+    next_due_at = _parse_optional_datetime(body.next_due_at, "next_due_at")
+    try:
+        return recurring_service.create_recurring_element(
+            tenant_id=ctx.tenant_id,
+            initiative_id=initiative_id,
+            title=body.title,
+            description=body.description,
+            status=body.status,
+            interval_days=body.interval_days,
+            next_due_at=next_due_at,
+            roadmap_item_id=body.roadmap_item_id,
+            user_id=ctx.user_id,
+        )
+    except ValueError as exc:
+        detail = str(exc)
+        if detail == "Initiative nicht gefunden":
+            raise HTTPException(status_code=404, detail=detail) from exc
+        raise HTTPException(status_code=400, detail=detail) from exc

backend/routers/journey.py

@@ -0,0 +1,44 @@
+"""Plan/Ist & Journey API — AP1.6."""
+
+from __future__ import annotations
+
+from capabilities import require_capability
+from fastapi import APIRouter, Depends, HTTPException
+from services import plan_ist as plan_ist_service
+from tenant_context import TenantContext
+
+initiative_router = APIRouter(prefix="/api/initiatives", tags=["journey"])
+roadmap_router = APIRouter(prefix="/api/roadmap-items", tags=["journey"])
+
+
+@initiative_router.get("/{initiative_id}/journey")
+def list_initiative_journey(
+    initiative_id: str,
+    ctx: TenantContext = Depends(require_capability("kairo.initiative.read")),
+):
+    try:
+        events = plan_ist_service.list_journey_events(
+            tenant_id=ctx.tenant_id, initiative_id=initiative_id
+        )
+    except ValueError as exc:
+        detail = str(exc)
+        if detail == "Initiative nicht gefunden":
+            raise HTTPException(status_code=404, detail=detail) from exc
+        raise HTTPException(status_code=400, detail=detail) from exc
+    return {"events": events}
+
+
+@roadmap_router.get("/{roadmap_item_id}/contributions")
+def list_gate_contributions(
+    roadmap_item_id: str,
+    ctx: TenantContext = Depends(require_capability("kairo.milestone.read")),
+):
+    try:
+        return plan_ist_service.list_gate_contributions(
+            tenant_id=ctx.tenant_id, roadmap_item_id=roadmap_item_id
+        )
+    except ValueError as exc:
+        detail = str(exc)
+        if detail == "Gate nicht gefunden":
+            raise HTTPException(status_code=404, detail=detail) from exc
+        raise HTTPException(status_code=400, detail=detail) from exc

backend/routers/milestones.py

@@ -0,0 +1,77 @@
+"""Milestone API — AP0.8d."""
+
+from __future__ import annotations
+
+from datetime import date
+from typing import Literal, Optional
+
+from capabilities import require_capability
+from fastapi import APIRouter, Depends, HTTPException
+from pydantic import BaseModel, Field
+from services import milestones as milestone_service
+from tenant_context import TenantContext
+
+router = APIRouter(prefix="/api/milestones", tags=["milestones"])
+
+
+class MilestoneCreateRequest(BaseModel):
+    title: str = Field(min_length=1, max_length=255)
+    goal_description: str = ""
+    status: Literal["planned", "active", "at_risk", "reached", "moved", "discarded"] = "planned"
+    target_date: Optional[date] = None
+
+
+class MilestoneUpdateRequest(BaseModel):
+    title: Optional[str] = Field(default=None, min_length=1, max_length=255)
+    goal_description: Optional[str] = None
+    status: Optional[
+        Literal["planned", "active", "at_risk", "reached", "moved", "discarded"]
+    ] = None
+    target_date: Optional[date] = None
+    clear_target_date: bool = False
+
+
+@router.get("/{milestone_id}")
+def get_milestone(
+    milestone_id: str,
+    ctx: TenantContext = Depends(require_capability("kairo.milestone.read")),
+):
+    item = milestone_service.get_milestone(tenant_id=ctx.tenant_id, milestone_id=milestone_id)
+    if not item:
+        raise HTTPException(status_code=404, detail="Meilenstein nicht gefunden")
+    return item
+
+
+@router.patch("/{milestone_id}")
+def update_milestone(
+    milestone_id: str,
+    body: MilestoneUpdateRequest,
+    ctx: TenantContext = Depends(require_capability("kairo.milestone.manage")),
+):
+    try:
+        item = milestone_service.update_milestone(
+            tenant_id=ctx.tenant_id,
+            milestone_id=milestone_id,
+            user_id=ctx.user_id,
+            title=body.title,
+            goal_description=body.goal_description,
+            status=body.status,
+            target_date=body.target_date,
+            clear_target_date=body.clear_target_date,
+        )
+    except ValueError as exc:
+        raise HTTPException(status_code=400, detail=str(exc)) from exc
+    if not item:
+        raise HTTPException(status_code=404, detail="Meilenstein nicht gefunden")
+    return item
+
+
+@router.delete("/{milestone_id}", status_code=204)
+def delete_milestone(
+    milestone_id: str,
+    ctx: TenantContext = Depends(require_capability("kairo.milestone.manage")),
+):
+    if not milestone_service.delete_milestone(
+        tenant_id=ctx.tenant_id, milestone_id=milestone_id, user_id=ctx.user_id
+    ):
+        raise HTTPException(status_code=404, detail="Meilenstein nicht gefunden")

backend/routers/operational.py

@@ -0,0 +1,429 @@
+"""Operational Actor API — AP1.7 (Vibe-Coder / Agenten)."""
+
+from __future__ import annotations
+
+from typing import Any, Literal, Optional
+
+from data_layer.attention import get_next_action_candidates_for_initiative
+from data_layer.initiative_snapshot import get_initiative_steering_snapshot
+from fastapi import APIRouter, Depends, HTTPException, Query
+from operational_auth import require_operational_capability
+from pydantic import BaseModel, Field
+from services import actions as action_service
+from services import backlog as backlog_service
+from services import blockers as blocker_service
+from services import decisions as decision_service
+from services import evidence as evidence_service
+from services import recurring as recurring_service
+from services.audit import log_audit
+from tenant_context import TenantContext
+
+router = APIRouter(prefix="/api/operational", tags=["operational"])
+
+
+def _ok(ctx: TenantContext, data: Any) -> dict[str, Any]:
+    return {
+        "ok": True,
+        "data": data,
+        "actor_id": ctx.actor_id,
+    }
+
+
+class ActionStatusPatch(BaseModel):
+    status: Literal[
+        "open", "ready", "in_progress", "blocked", "review_required", "done", "discarded"
+    ]
+    note: Optional[str] = None
+
+
+class ActionAssignmentsBody(BaseModel):
+    actor_ids: list[str] = Field(default_factory=list)
+
+
+class BlockerCreateBody(BaseModel):
+    initiative_id: str
+    title: str = Field(min_length=1, max_length=255)
+    description: str = ""
+    action_id: Optional[str] = None
+    status: Literal["open", "in_progress"] = "open"
+
+
+class BlockerPatchBody(BaseModel):
+    status: Literal["open", "in_progress", "resolved", "accepted_risk", "dismissed"]
+
+
+class EvidenceCreateBody(BaseModel):
+    initiative_id: str
+    title: str = Field(min_length=1, max_length=255)
+    body: str = ""
+    action_id: Optional[str] = None
+    roadmap_item_id: Optional[str] = None
+    status: Literal["submitted", "accepted", "rejected"] = "submitted"
+
+
+class DecisionProposalBody(BaseModel):
+    initiative_id: str
+    title: str = Field(min_length=1, max_length=255)
+    rationale: str = ""
+    proposed_status: Literal["proposed"] = "proposed"
+
+
+class BacklogProposalBody(BaseModel):
+    initiative_id: str
+    title: str = Field(min_length=1, max_length=255)
+    description: str = ""
+    roadmap_item_id: Optional[str] = None
+
+
+class BacklogConvertBody(BaseModel):
+    work_cycle_id: Optional[str] = None
+    assign_active_sprint: bool = True
+    assigned_actor_ids: list[str] = Field(default_factory=list)
+
+
+class RecurringStatusPatch(BaseModel):
+    status: Literal["active", "paused", "ended"]
+
+
+class ActionWorkCyclePatch(BaseModel):
+    work_cycle_id: Optional[str] = None
+    clear_work_cycle: bool = False
+
+
+@router.get("/me")
+def operational_me(ctx: TenantContext = Depends(require_operational_capability("kairo.action.read"))):
+    return _ok(
+        ctx,
+        {
+            "auth_source": ctx.auth_source,
+            "tenant_id": ctx.tenant_id,
+            "tenant_slug": ctx.tenant_slug,
+            "actor_id": ctx.actor_id,
+            "actor_type": ctx.actor_type,
+            "display_name": ctx.display_name,
+            "capabilities": sorted(ctx.capabilities),
+        },
+    )
+
+
+@router.get("/initiatives/{initiative_id}/context")
+def operational_context(
+    initiative_id: str,
+    ctx: TenantContext = Depends(require_operational_capability("kairo.initiative.read")),
+):
+    snapshot = get_initiative_steering_snapshot(ctx, initiative_id=initiative_id)
+    if not snapshot:
+        raise HTTPException(status_code=404, detail="Vorhaben nicht gefunden")
+    subset = {
+        "initiative_id": snapshot.get("initiative_id"),
+        "title": snapshot.get("initiative_title"),
+        "status": snapshot.get("initiative_status"),
+        "method_key": snapshot.get("method_key"),
+        "method_label": snapshot.get("method_label"),
+        "archetype_key": snapshot.get("archetype_key"),
+        "archetype_label": snapshot.get("archetype_label"),
+        "steering_guidance": snapshot.get("steering_guidance"),
+        "lifecycle_state": snapshot.get("lifecycle_state"),
+        "lifecycle_label": snapshot.get("lifecycle_label"),
+        "signals": snapshot.get("signals"),
+        "attention_items": snapshot.get("attention_items"),
+        "next_actions": snapshot.get("next_actions"),
+        "active_work_cycle": snapshot.get("active_work_cycle"),
+    }
+    return _ok(ctx, subset)
+
+
+@router.get("/next-action")
+def operational_next_action(
+    initiative_id: str = Query(...),
+    limit: int = Query(default=5, ge=1, le=20),
+    ctx: TenantContext = Depends(require_operational_capability("kairo.initiative.read")),
+):
+    items = get_next_action_candidates_for_initiative(
+        ctx, initiative_id=initiative_id, limit=limit
+    )
+    return _ok(ctx, items)
+
+
+@router.get("/actions/{action_id}")
+def operational_get_action(
+    action_id: str,
+    ctx: TenantContext = Depends(require_operational_capability("kairo.action.read")),
+):
+    item = action_service.get_action(tenant_id=ctx.tenant_id, action_id=action_id)
+    if not item:
+        raise HTTPException(status_code=404, detail="Arbeitspaket nicht gefunden")
+    return _ok(ctx, item)
+
+
+@router.patch("/actions/{action_id}/status")
+def operational_patch_action_status(
+    action_id: str,
+    body: ActionStatusPatch,
+    ctx: TenantContext = Depends(require_operational_capability("kairo.action.manage")),
+):
+    description = None
+    if body.note:
+        description = body.note.strip()
+    try:
+        item = action_service.update_action(
+            tenant_id=ctx.tenant_id,
+            action_id=action_id,
+            user_id=ctx.user_id or None,
+            status=body.status,
+            description=description,
+        )
+    except ValueError as exc:
+        raise HTTPException(status_code=400, detail=str(exc)) from exc
+    if not item:
+        raise HTTPException(status_code=404, detail="Arbeitspaket nicht gefunden")
+
+    log_audit(
+        "operational.action.status",
+        user_id=ctx.user_id or None,
+        tenant_id=ctx.tenant_id,
+        details={
+            "action_id": action_id,
+            "status": body.status,
+            "actor_id": ctx.actor_id,
+            "auth_source": ctx.auth_source,
+        },
+    )
+    return _ok(ctx, item)
+
+
+@router.post("/actions/{action_id}/assignments")
+def operational_set_assignments(
+    action_id: str,
+    body: ActionAssignmentsBody,
+    ctx: TenantContext = Depends(require_operational_capability("kairo.action.manage")),
+):
+    try:
+        item = action_service.set_action_assignments(
+            tenant_id=ctx.tenant_id,
+            action_id=action_id,
+            actor_ids=body.actor_ids,
+            user_id=ctx.user_id or None,
+        )
+    except ValueError as exc:
+        raise HTTPException(status_code=400, detail=str(exc)) from exc
+    if not item:
+        raise HTTPException(status_code=404, detail="Arbeitspaket nicht gefunden")
+    return _ok(ctx, item)
+
+
+@router.post("/blockers", status_code=201)
+def operational_create_blocker(
+    body: BlockerCreateBody,
+    ctx: TenantContext = Depends(require_operational_capability("kairo.blocker.manage")),
+):
+    try:
+        item = blocker_service.create_blocker(
+            tenant_id=ctx.tenant_id,
+            initiative_id=body.initiative_id,
+            title=body.title,
+            description=body.description,
+            status=body.status,
+            action_id=body.action_id,
+            reported_by_actor_id=ctx.actor_id,
+            user_id=ctx.user_id or None,
+        )
+    except ValueError as exc:
+        detail = str(exc)
+        if detail == "Initiative nicht gefunden":
+            raise HTTPException(status_code=404, detail=detail) from exc
+        raise HTTPException(status_code=400, detail=detail) from exc
+    return _ok(ctx, item)
+
+
+@router.patch("/blockers/{blocker_id}")
+def operational_patch_blocker(
+    blocker_id: str,
+    body: BlockerPatchBody,
+    ctx: TenantContext = Depends(require_operational_capability("kairo.blocker.manage")),
+):
+    try:
+        item = blocker_service.update_blocker(
+            tenant_id=ctx.tenant_id,
+            blocker_id=blocker_id,
+            user_id=ctx.user_id or None,
+            status=body.status,
+        )
+    except ValueError as exc:
+        raise HTTPException(status_code=400, detail=str(exc)) from exc
+    if not item:
+        raise HTTPException(status_code=404, detail="Blocker nicht gefunden")
+    return _ok(ctx, item)
+
+
+@router.post("/evidence", status_code=201)
+def operational_create_evidence(
+    body: EvidenceCreateBody,
+    ctx: TenantContext = Depends(require_operational_capability("kairo.evidence.manage")),
+):
+    try:
+        item = evidence_service.create_evidence(
+            tenant_id=ctx.tenant_id,
+            initiative_id=body.initiative_id,
+            title=body.title,
+            description=body.body,
+            status=body.status,
+            action_id=body.action_id,
+            roadmap_item_id=body.roadmap_item_id,
+            submitted_by_actor_id=ctx.actor_id,
+            user_id=ctx.user_id or None,
+        )
+    except ValueError as exc:
+        detail = str(exc)
+        if detail == "Initiative nicht gefunden":
+            raise HTTPException(status_code=404, detail=detail) from exc
+        raise HTTPException(status_code=400, detail=detail) from exc
+    return _ok(ctx, item)
+
+
+@router.post("/decisions/proposals", status_code=201)
+def operational_decision_proposal(
+    body: DecisionProposalBody,
+    ctx: TenantContext = Depends(require_operational_capability("kairo.decision.manage")),
+):
+    try:
+        item = decision_service.create_decision(
+            tenant_id=ctx.tenant_id,
+            initiative_id=body.initiative_id,
+            title=body.title,
+            description=body.rationale,
+            status=body.proposed_status,
+            decided_by_actor_id=ctx.actor_id,
+            user_id=ctx.user_id or None,
+        )
+    except ValueError as exc:
+        detail = str(exc)
+        if detail == "Initiative nicht gefunden":
+            raise HTTPException(status_code=404, detail=detail) from exc
+        raise HTTPException(status_code=400, detail=detail) from exc
+    return _ok(ctx, item)
+
+
+@router.post("/backlog/proposals", status_code=201)
+def operational_backlog_proposal(
+    body: BacklogProposalBody,
+    ctx: TenantContext = Depends(require_operational_capability("kairo.backlog.manage")),
+):
+    try:
+        item = backlog_service.create_backlog_item(
+            tenant_id=ctx.tenant_id,
+            initiative_id=body.initiative_id,
+            title=body.title,
+            description=body.description,
+            status="new",
+            roadmap_item_id=body.roadmap_item_id,
+            user_id=ctx.user_id or None,
+        )
+    except ValueError as exc:
+        detail = str(exc)
+        if detail == "Initiative nicht gefunden":
+            raise HTTPException(status_code=404, detail=detail) from exc
+        raise HTTPException(status_code=400, detail=detail) from exc
+    return _ok(ctx, item)
+
+
+@router.post("/backlog/{backlog_item_id}/convert-to-action", status_code=201)
+def operational_convert_backlog(
+    backlog_item_id: str,
+    body: BacklogConvertBody,
+    ctx: TenantContext = Depends(require_operational_capability("kairo.backlog.manage")),
+):
+    assigned = body.assigned_actor_ids
+    if not assigned and ctx.actor_id:
+        assigned = [ctx.actor_id]
+    try:
+        result = backlog_service.convert_backlog_to_action(
+            tenant_id=ctx.tenant_id,
+            backlog_item_id=backlog_item_id,
+            user_id=ctx.user_id or None,
+            assigned_actor_ids=assigned,
+            work_cycle_id=body.work_cycle_id,
+            assign_active_sprint=body.assign_active_sprint,
+        )
+    except ValueError as exc:
+        detail = str(exc)
+        if detail == "Backlog-Item nicht gefunden":
+            raise HTTPException(status_code=404, detail=detail) from exc
+        raise HTTPException(status_code=400, detail=detail) from exc
+
+    log_audit(
+        "operational.backlog.convert",
+        user_id=ctx.user_id or None,
+        tenant_id=ctx.tenant_id,
+        details={
+            "backlog_item_id": backlog_item_id,
+            "action_id": result.get("action", {}).get("id"),
+            "work_cycle_id": body.work_cycle_id,
+            "actor_id": ctx.actor_id,
+        },
+    )
+    return _ok(ctx, result)
+
+
+@router.patch("/recurring/{recurring_id}")
+def operational_patch_recurring(
+    recurring_id: str,
+    body: RecurringStatusPatch,
+    ctx: TenantContext = Depends(require_operational_capability("kairo.recurring.manage")),
+):
+    try:
+        item = recurring_service.update_recurring_element(
+            tenant_id=ctx.tenant_id,
+            recurring_id=recurring_id,
+            user_id=ctx.user_id or None,
+            status=body.status,
+        )
+    except ValueError as exc:
+        raise HTTPException(status_code=400, detail=str(exc)) from exc
+    if not item:
+        raise HTTPException(status_code=404, detail="Recurring-Element nicht gefunden")
+
+    log_audit(
+        "operational.recurring.status",
+        user_id=ctx.user_id or None,
+        tenant_id=ctx.tenant_id,
+        details={
+            "recurring_id": recurring_id,
+            "status": body.status,
+            "actor_id": ctx.actor_id,
+        },
+    )
+    return _ok(ctx, item)
+
+
+@router.patch("/actions/{action_id}/work-cycle")
+def operational_patch_action_work_cycle(
+    action_id: str,
+    body: ActionWorkCyclePatch,
+    ctx: TenantContext = Depends(require_operational_capability("kairo.action.manage")),
+):
+    try:
+        item = action_service.update_action(
+            tenant_id=ctx.tenant_id,
+            action_id=action_id,
+            user_id=ctx.user_id or None,
+            work_cycle_id=body.work_cycle_id,
+            clear_work_cycle=body.clear_work_cycle,
+        )
+    except ValueError as exc:
+        raise HTTPException(status_code=400, detail=str(exc)) from exc
+    if not item:
+        raise HTTPException(status_code=404, detail="Arbeitspaket nicht gefunden")
+
+    log_audit(
+        "operational.action.work_cycle",
+        user_id=ctx.user_id or None,
+        tenant_id=ctx.tenant_id,
+        details={
+            "action_id": action_id,
+            "work_cycle_id": body.work_cycle_id,
+            "clear_work_cycle": body.clear_work_cycle,
+            "actor_id": ctx.actor_id,
+        },
+    )
+    return _ok(ctx, item)

backend/routers/projects.py

@@ -0,0 +1,135 @@
+"""Project API — AP1.5."""
+
+from __future__ import annotations
+
+from datetime import date
+from typing import Literal, Optional
+
+from capabilities import require_capability
+from fastapi import APIRouter, Depends, HTTPException
+from pydantic import BaseModel, Field
+from services import projects as project_service
+from tenant_context import TenantContext
+
+initiative_router = APIRouter(prefix="/api/initiatives", tags=["projects"])
+items_router = APIRouter(prefix="/api/projects", tags=["projects"])
+
+
+class ProjectCreateRequest(BaseModel):
+    title: str = Field(min_length=1, max_length=255)
+    description: str = ""
+    status: Literal["active", "paused", "completed", "archived"] = "active"
+    parent_project_id: Optional[str] = None
+    container_kind: Optional[Literal["project", "stream", "phase", "release"]] = None
+    roadmap_item_id: Optional[str] = None
+    sort_order: int = 0
+    target_date: Optional[date] = None
+
+
+class ProjectUpdateRequest(BaseModel):
+    title: Optional[str] = Field(default=None, min_length=1, max_length=255)
+    description: Optional[str] = None
+    status: Optional[Literal["active", "paused", "completed", "archived"]] = None
+    parent_project_id: Optional[str] = None
+    clear_parent_project: bool = False
+    container_kind: Optional[Literal["project", "stream", "phase", "release"]] = None
+    clear_container_kind: bool = False
+    roadmap_item_id: Optional[str] = None
+    clear_roadmap_item: bool = False
+    sort_order: Optional[int] = None
+    target_date: Optional[date] = None
+    clear_target_date: bool = False
+
+
+@initiative_router.get("/{initiative_id}/projects")
+def list_initiative_projects(
+    initiative_id: str,
+    ctx: TenantContext = Depends(require_capability("kairo.project.read")),
+):
+    try:
+        return project_service.list_projects_for_initiative(
+            tenant_id=ctx.tenant_id, initiative_id=initiative_id
+        )
+    except ValueError as exc:
+        raise HTTPException(status_code=400, detail=str(exc)) from exc
+
+
+@initiative_router.post("/{initiative_id}/projects", status_code=201)
+def create_initiative_project(
+    initiative_id: str,
+    body: ProjectCreateRequest,
+    ctx: TenantContext = Depends(require_capability("kairo.project.manage")),
+):
+    try:
+        return project_service.create_project(
+            tenant_id=ctx.tenant_id,
+            initiative_id=initiative_id,
+            user_id=ctx.user_id,
+            title=body.title,
+            description=body.description,
+            status=body.status,
+            parent_project_id=body.parent_project_id,
+            container_kind=body.container_kind,
+            roadmap_item_id=body.roadmap_item_id,
+            sort_order=body.sort_order,
+            target_date=body.target_date,
+        )
+    except ValueError as exc:
+        raise HTTPException(status_code=400, detail=str(exc)) from exc
+
+
+@items_router.get("/{project_id}")
+def get_project(
+    project_id: str,
+    ctx: TenantContext = Depends(require_capability("kairo.project.read")),
+):
+    item = project_service.get_project(tenant_id=ctx.tenant_id, project_id=project_id)
+    if not item:
+        raise HTTPException(status_code=404, detail="Projekt nicht gefunden")
+    return item
+
+
+@items_router.patch("/{project_id}")
+def update_project(
+    project_id: str,
+    body: ProjectUpdateRequest,
+    ctx: TenantContext = Depends(require_capability("kairo.project.manage")),
+):
+    try:
+        item = project_service.update_project(
+            tenant_id=ctx.tenant_id,
+            project_id=project_id,
+            user_id=ctx.user_id,
+            title=body.title,
+            description=body.description,
+            status=body.status,
+            parent_project_id=body.parent_project_id,
+            clear_parent_project=body.clear_parent_project,
+            container_kind=body.container_kind,
+            clear_container_kind=body.clear_container_kind,
+            roadmap_item_id=body.roadmap_item_id,
+            clear_roadmap_item=body.clear_roadmap_item,
+            sort_order=body.sort_order,
+            target_date=body.target_date,
+            clear_target_date=body.clear_target_date,
+        )
+    except ValueError as exc:
+        raise HTTPException(status_code=400, detail=str(exc)) from exc
+    if not item:
+        raise HTTPException(status_code=404, detail="Projekt nicht gefunden")
+    return item
+
+
+@items_router.delete("/{project_id}", status_code=204)
+def delete_project(
+    project_id: str,
+    ctx: TenantContext = Depends(require_capability("kairo.project.manage")),
+):
+    try:
+        deleted = project_service.delete_project(
+            tenant_id=ctx.tenant_id, project_id=project_id, user_id=ctx.user_id
+        )
+    except ValueError as exc:
+        raise HTTPException(status_code=400, detail=str(exc)) from exc
+    if not deleted:
+        raise HTTPException(status_code=404, detail="Projekt nicht gefunden")

backend/routers/recurring.py

@@ -0,0 +1,122 @@
+"""RecurringElement API — AP0.9e."""
+
+from __future__ import annotations
+
+from datetime import datetime
+from typing import Literal, Optional
+
+from capabilities import require_capability
+from fastapi import APIRouter, Depends, HTTPException
+from pydantic import BaseModel, Field
+from schemas.schedule_payload import SchedulePayload
+from services import recurring as recurring_service
+from tenant_context import TenantContext
+
+router = APIRouter(prefix="/api/recurring", tags=["recurring"])
+
+
+class RecurringUpdateRequest(BaseModel):
+    title: Optional[str] = Field(default=None, min_length=1, max_length=255)
+    description: Optional[str] = None
+    status: Optional[Literal["active", "paused", "ended"]] = None
+    interval_days: Optional[int] = Field(default=None, gt=0)
+    clear_interval_days: bool = False
+    next_due_at: Optional[str] = None
+    clear_next_due_at: bool = False
+    roadmap_item_id: Optional[str] = None
+    clear_roadmap_item_id: bool = False
+    schedule: Optional[SchedulePayload] = None
+
+
+class RecurringCompleteRequest(BaseModel):
+    measurement_note: Optional[str] = Field(default=None, max_length=2000)
+
+
+def _parse_datetime(value: Optional[str]) -> Optional[datetime]:
+    if value is None:
+        return None
+    try:
+        return datetime.fromisoformat(value.replace("Z", "+00:00"))
+    except ValueError as exc:
+        raise HTTPException(status_code=400, detail="Ungültiges next_due_at") from exc
+
+
+@router.get("/{recurring_id}")
+def get_recurring_element(
+    recurring_id: str,
+    ctx: TenantContext = Depends(require_capability("kairo.recurring.read")),
+):
+    item = recurring_service.get_recurring_element(
+        tenant_id=ctx.tenant_id, recurring_id=recurring_id
+    )
+    if not item:
+        raise HTTPException(status_code=404, detail="Recurring-Element nicht gefunden")
+    return item
+
+
+@router.patch("/{recurring_id}")
+def update_recurring_element(
+    recurring_id: str,
+    body: RecurringUpdateRequest,
+    ctx: TenantContext = Depends(require_capability("kairo.recurring.manage")),
+):
+    next_due_at = _parse_datetime(body.next_due_at) if body.next_due_at is not None else None
+    sched = body.schedule
+    try:
+        item = recurring_service.update_recurring_element(
+            tenant_id=ctx.tenant_id,
+            recurring_id=recurring_id,
+            user_id=ctx.user_id,
+            title=body.title,
+            description=body.description,
+            status=body.status,
+            interval_days=body.interval_days if sched is None else sched.interval_days,
+            clear_interval_days=body.clear_interval_days,
+            next_due_at=next_due_at,
+            clear_next_due_at=body.clear_next_due_at,
+            roadmap_item_id=body.roadmap_item_id,
+            clear_roadmap_item_id=body.clear_roadmap_item_id,
+            schedule_kind=sched.schedule_kind if sched else None,
+            weekday_mask=sched.weekday_mask if sched else None,
+            pause_until=sched.pause_until_date() if sched else None,
+            clear_pause_until=sched is not None and sched.pause_until is None,
+        )
+    except ValueError as exc:
+        raise HTTPException(status_code=400, detail=str(exc)) from exc
+    if not item:
+        raise HTTPException(status_code=404, detail="Recurring-Element nicht gefunden")
+    return item
+
+
+@router.post("/{recurring_id}/complete")
+def complete_recurring_practice(
+    recurring_id: str,
+    body: RecurringCompleteRequest,
+    ctx: TenantContext = Depends(require_capability("kairo.recurring.manage")),
+):
+    from services.cadence_instance import complete_open_instance
+
+    try:
+        result = complete_open_instance(
+            tenant_id=ctx.tenant_id,
+            recurring_element_id=recurring_id,
+            user_id=ctx.user_id or None,
+            measurement_note=body.measurement_note or "",
+        )
+    except ValueError as exc:
+        detail = str(exc)
+        if detail == "Recurring-Element nicht gefunden":
+            raise HTTPException(status_code=404, detail=detail) from exc
+        raise HTTPException(status_code=400, detail=detail) from exc
+    return result
+
+
+@router.delete("/{recurring_id}", status_code=204)
+def delete_recurring_element(
+    recurring_id: str,
+    ctx: TenantContext = Depends(require_capability("kairo.recurring.manage")),
+):
+    if not recurring_service.delete_recurring_element(
+        tenant_id=ctx.tenant_id, recurring_id=recurring_id, user_id=ctx.user_id
+    ):
+        raise HTTPException(status_code=404, detail="Recurring-Element nicht gefunden")

backend/routers/reviews.py

@@ -0,0 +1,86 @@
+"""Review API — AP0.9d."""
+
+from __future__ import annotations
+
+from datetime import datetime
+from typing import Literal, Optional
+
+from capabilities import require_capability
+from fastapi import APIRouter, Depends, HTTPException
+from pydantic import BaseModel, Field
+from services import reviews as review_service
+from tenant_context import TenantContext
+
+router = APIRouter(prefix="/api/reviews", tags=["reviews"])
+
+
+class ReviewUpdateRequest(BaseModel):
+    title: Optional[str] = Field(default=None, min_length=1, max_length=255)
+    summary: Optional[str] = None
+    status: Optional[Literal["planned", "completed", "skipped"]] = None
+    due_at: Optional[str] = None
+    clear_due_at: bool = False
+    action_id: Optional[str] = None
+    milestone_id: Optional[str] = None
+    clear_action_id: bool = False
+    clear_milestone_id: bool = False
+
+
+def _parse_due_at(value: Optional[str]) -> Optional[datetime]:
+    if value is None:
+        return None
+    try:
+        return datetime.fromisoformat(value.replace("Z", "+00:00"))
+    except ValueError as exc:
+        raise HTTPException(status_code=400, detail="Ungültiges due_at") from exc
+
+
+@router.get("/{review_id}")
+def get_review(
+    review_id: str,
+    ctx: TenantContext = Depends(require_capability("kairo.review.read")),
+):
+    item = review_service.get_review(tenant_id=ctx.tenant_id, review_id=review_id)
+    if not item:
+        raise HTTPException(status_code=404, detail="Review nicht gefunden")
+    return item
+
+
+@router.patch("/{review_id}")
+def update_review(
+    review_id: str,
+    body: ReviewUpdateRequest,
+    ctx: TenantContext = Depends(require_capability("kairo.review.manage")),
+):
+    due_at = _parse_due_at(body.due_at) if body.due_at is not None else None
+    try:
+        item = review_service.update_review(
+            tenant_id=ctx.tenant_id,
+            review_id=review_id,
+            user_id=ctx.user_id,
+            title=body.title,
+            summary=body.summary,
+            status=body.status,
+            due_at=due_at,
+            clear_due_at=body.clear_due_at,
+            action_id=body.action_id,
+            milestone_id=body.milestone_id,
+            clear_action_id=body.clear_action_id,
+            clear_milestone_id=body.clear_milestone_id,
+        )
+    except ValueError as exc:
+        raise HTTPException(status_code=400, detail=str(exc)) from exc
+    if not item:
+        raise HTTPException(status_code=404, detail="Review nicht gefunden")
+    return item
+
+
+@router.delete("/{review_id}", status_code=204)
+def delete_review(
+    review_id: str,
+    ctx: TenantContext = Depends(require_capability("kairo.review.manage")),
+):
+    if not review_service.delete_review(
+        tenant_id=ctx.tenant_id, review_id=review_id, user_id=ctx.user_id
+    ):
+        raise HTTPException(status_code=404, detail="Review nicht gefunden")

backend/routers/roadmap.py

@@ -0,0 +1,593 @@
+"""Roadmap API — AP1.4."""
+
+from __future__ import annotations
+
+from datetime import date
+from typing import Any, Literal, Optional
+
+from capabilities import require_capability
+from fastapi import APIRouter, Depends, HTTPException
+from pydantic import BaseModel, Field
+from schemas.schedule_payload import SchedulePayload
+from services import roadmap as roadmap_service
+from services import roadmap_criteria as criteria_service
+from services import roadmap_plan_snapshot as snapshot_service
+from tenant_context import TenantContext
+
+router = APIRouter(tags=["roadmap"])
+
+
+class RoadmapItemCreateRequest(BaseModel):
+    title: str = Field(min_length=1, max_length=255)
+    item_type: Literal["milestone", "review_gate", "maturity_stage", "work_cycle", "join_gate"] = "milestone"
+    goal_description: str = ""
+    definition_of_done: list[Any] = Field(default_factory=list)
+    status: Literal[
+        "planned", "active", "at_risk", "reached", "moved", "discarded"
+    ] = "planned"
+    sequencing_mode: Literal["sequential", "parallel", "optional"] = "sequential"
+    target_date: Optional[date] = None
+    sort_order: int = 0
+    strand_project_id: Optional[str] = None
+    initial_criterion_title: Optional[str] = Field(default=None, max_length=500)
+
+
+class RoadmapItemUpdateRequest(BaseModel):
+    title: Optional[str] = Field(default=None, min_length=1, max_length=255)
+    item_type: Optional[Literal["milestone", "review_gate", "maturity_stage", "work_cycle", "join_gate"]] = None
+    goal_description: Optional[str] = None
+    definition_of_done: Optional[list[Any]] = None
+    status: Optional[
+        Literal["planned", "active", "at_risk", "reached", "moved", "discarded"]
+    ] = None
+    sequencing_mode: Optional[Literal["sequential", "parallel", "optional"]] = None
+    target_date: Optional[date] = None
+    clear_target_date: bool = False
+    sort_order: Optional[int] = None
+    strand_project_id: Optional[str] = None
+    clear_strand_project: bool = False
+
+
+class DependencyCreateRequest(BaseModel):
+    to_item_id: str
+    dependency_type: Literal[
+        "requires", "blocks", "related", "parallel_group", "optional_branch"
+    ] = "requires"
+    group_key: Optional[str] = Field(default=None, max_length=128)
+
+
+class CriterionCreateRequest(BaseModel):
+    title: str = Field(min_length=1, max_length=500)
+    description: str = ""
+    criterion_kind: Literal["manual", "evidence_required", "review_required", "metric"] = "manual"
+    verification_hint: str = ""
+    sort_order: int = 0
+
+
+class CriterionUpdateRequest(BaseModel):
+    title: Optional[str] = Field(default=None, min_length=1, max_length=500)
+    description: Optional[str] = None
+    criterion_kind: Optional[
+        Literal["manual", "evidence_required", "review_required", "metric"]
+    ] = None
+    verification_hint: Optional[str] = None
+    sort_order: Optional[int] = None
+    change_reason: str = ""
+
+
+class CriterionWaiveDeferRequest(BaseModel):
+    decision_title: str = Field(min_length=1, max_length=255)
+    decision_description: str = ""
+
+
+class CriterionSatisfyRequest(BaseModel):
+    evidence_id: Optional[str] = None
+
+
+class ReopenRequest(BaseModel):
+    reason: str = ""
+
+
+class GatePracticeCreateRequest(BaseModel):
+    title: str = Field(min_length=1, max_length=255)
+    description: str = ""
+    status: Literal["active", "paused", "ended"] = "active"
+    interval_days: int = Field(default=1, gt=0)
+    schedule: Optional[SchedulePayload] = None
+
+
+class PlanSnapshotCreateRequest(BaseModel):
+    reason: str = Field(default="", max_length=2000)
+
+
+initiative_router = APIRouter(prefix="/api/initiatives", tags=["roadmap"])
+items_router = APIRouter(prefix="/api/roadmap-items", tags=["roadmap"])
+deps_router = APIRouter(prefix="/api/roadmap-dependencies", tags=["roadmap"])
+
+
+@initiative_router.get("/{initiative_id}/roadmap")
+def get_initiative_roadmap(
+    initiative_id: str,
+    ctx: TenantContext = Depends(require_capability("kairo.milestone.read")),
+):
+    try:
+        roadmap = roadmap_service.get_roadmap_for_initiative(
+            tenant_id=ctx.tenant_id, initiative_id=initiative_id
+        )
+    except ValueError as exc:
+        raise HTTPException(status_code=400, detail=str(exc)) from exc
+    if not roadmap:
+        return {"initiative_id": initiative_id, "items": []}
+    items = roadmap_service.list_roadmap_items_for_initiative(
+        tenant_id=ctx.tenant_id, initiative_id=initiative_id
+    )
+    return {**roadmap, "items": items}
+
+
+@initiative_router.get("/{initiative_id}/roadmap/items")
+def list_initiative_roadmap_items(
+    initiative_id: str,
+    ctx: TenantContext = Depends(require_capability("kairo.milestone.read")),
+):
+    try:
+        return roadmap_service.list_roadmap_items_for_initiative(
+            tenant_id=ctx.tenant_id, initiative_id=initiative_id
+        )
+    except ValueError as exc:
+        raise HTTPException(status_code=400, detail=str(exc)) from exc
+
+
+@initiative_router.get("/{initiative_id}/roadmap/dependencies")
+def list_initiative_roadmap_dependencies(
+    initiative_id: str,
+    ctx: TenantContext = Depends(require_capability("kairo.milestone.read")),
+):
+    try:
+        return roadmap_service.list_dependencies_for_initiative(
+            tenant_id=ctx.tenant_id, initiative_id=initiative_id
+        )
+    except ValueError as exc:
+        raise HTTPException(status_code=400, detail=str(exc)) from exc
+
+
+@initiative_router.get("/{initiative_id}/roadmap/criteria-progress")
+def list_initiative_roadmap_criteria_progress(
+    initiative_id: str,
+    ctx: TenantContext = Depends(require_capability("kairo.milestone.read")),
+):
+    try:
+        return criteria_service.criteria_progress_for_initiative(
+            tenant_id=ctx.tenant_id, initiative_id=initiative_id
+        )
+    except ValueError as exc:
+        raise HTTPException(status_code=400, detail=str(exc)) from exc
+
+
+@initiative_router.get("/{initiative_id}/roadmap/graph-state")
+def get_initiative_roadmap_graph_state(
+    initiative_id: str,
+    ctx: TenantContext = Depends(require_capability("kairo.milestone.read")),
+):
+    try:
+        from steering.graph.roadmap_engine import load_initiative_graph_state
+
+        return load_initiative_graph_state(
+            tenant_id=ctx.tenant_id, initiative_id=initiative_id
+        )
+    except ValueError as exc:
+        raise HTTPException(status_code=400, detail=str(exc)) from exc
+
+
+@initiative_router.get("/{initiative_id}/roadmap/progression-state")
+def get_initiative_progression_state(
+    initiative_id: str,
+    ctx: TenantContext = Depends(require_capability("kairo.milestone.read")),
+):
+    try:
+        from services.progression_graph import compute_progression_state
+
+        return compute_progression_state(
+            tenant_id=ctx.tenant_id, initiative_id=initiative_id
+        )
+    except ValueError as exc:
+        raise HTTPException(status_code=400, detail=str(exc)) from exc
+
+
+@initiative_router.get("/{initiative_id}/roadmap/plan-ist-view")
+def get_initiative_plan_ist_view(
+    initiative_id: str,
+    ctx: TenantContext = Depends(require_capability("kairo.milestone.read")),
+):
+    try:
+        from steering.graph.plan_ist import load_plan_ist_view
+
+        return load_plan_ist_view(tenant_id=ctx.tenant_id, initiative_id=initiative_id)
+    except ValueError as exc:
+        raise HTTPException(status_code=400, detail=str(exc)) from exc
+
+
+@initiative_router.get("/{initiative_id}/roadmap/plan-snapshots")
+def list_initiative_plan_snapshots(
+    initiative_id: str,
+    ctx: TenantContext = Depends(require_capability("kairo.milestone.read")),
+):
+    try:
+        return snapshot_service.list_plan_snapshots(
+            tenant_id=ctx.tenant_id, initiative_id=initiative_id
+        )
+    except ValueError as exc:
+        raise HTTPException(status_code=400, detail=str(exc)) from exc
+
+
+@initiative_router.post("/{initiative_id}/roadmap/plan-snapshots", status_code=201)
+def create_initiative_plan_snapshot(
+    initiative_id: str,
+    body: PlanSnapshotCreateRequest,
+    ctx: TenantContext = Depends(require_capability("kairo.milestone.manage")),
+):
+    try:
+        return snapshot_service.create_plan_snapshot(
+            tenant_id=ctx.tenant_id,
+            initiative_id=initiative_id,
+            reason=body.reason,
+            user_id=ctx.user_id,
+        )
+    except ValueError as exc:
+        raise HTTPException(status_code=400, detail=str(exc)) from exc
+
+
+@initiative_router.post("/{initiative_id}/roadmap/items", status_code=201)
+def create_initiative_roadmap_item(
+    initiative_id: str,
+    body: RoadmapItemCreateRequest,
+    ctx: TenantContext = Depends(require_capability("kairo.milestone.manage")),
+):
+    try:
+        return roadmap_service.create_roadmap_item(
+            tenant_id=ctx.tenant_id,
+            initiative_id=initiative_id,
+            user_id=ctx.user_id,
+            title=body.title,
+            item_type=body.item_type,
+            goal_description=body.goal_description,
+            definition_of_done=body.definition_of_done,
+            status=body.status,
+            sequencing_mode=body.sequencing_mode,
+            target_date=body.target_date,
+            sort_order=body.sort_order,
+            strand_project_id=body.strand_project_id,
+            initial_criterion_title=body.initial_criterion_title,
+        )
+    except ValueError as exc:
+        raise HTTPException(status_code=400, detail=str(exc)) from exc
+
+
+@items_router.get("/{item_id}")
+def get_roadmap_item(
+    item_id: str,
+    ctx: TenantContext = Depends(require_capability("kairo.milestone.read")),
+):
+    item = roadmap_service.get_roadmap_item(tenant_id=ctx.tenant_id, item_id=item_id)
+    if not item:
+        raise HTTPException(status_code=404, detail="RoadmapItem nicht gefunden")
+    return item
+
+
+@items_router.patch("/{item_id}")
+def update_roadmap_item(
+    item_id: str,
+    body: RoadmapItemUpdateRequest,
+    ctx: TenantContext = Depends(require_capability("kairo.milestone.manage")),
+):
+    try:
+        item = roadmap_service.update_roadmap_item(
+            tenant_id=ctx.tenant_id,
+            item_id=item_id,
+            user_id=ctx.user_id,
+            title=body.title,
+            item_type=body.item_type,
+            goal_description=body.goal_description,
+            definition_of_done=body.definition_of_done,
+            status=body.status,
+            sequencing_mode=body.sequencing_mode,
+            target_date=body.target_date,
+            clear_target_date=body.clear_target_date,
+            sort_order=body.sort_order,
+            strand_project_id=body.strand_project_id,
+            clear_strand_project=body.clear_strand_project,
+        )
+    except ValueError as exc:
+        raise HTTPException(status_code=400, detail=str(exc)) from exc
+    if not item:
+        raise HTTPException(status_code=404, detail="RoadmapItem nicht gefunden")
+    return item
+
+
+@items_router.delete("/{item_id}", status_code=204)
+def delete_roadmap_item(
+    item_id: str,
+    ctx: TenantContext = Depends(require_capability("kairo.milestone.manage")),
+):
+    try:
+        deleted = roadmap_service.delete_roadmap_item(
+            tenant_id=ctx.tenant_id, item_id=item_id, user_id=ctx.user_id
+        )
+    except ValueError as exc:
+        raise HTTPException(status_code=400, detail=str(exc)) from exc
+    if not deleted:
+        raise HTTPException(status_code=404, detail="RoadmapItem nicht gefunden")
+
+
+def _work_gate_or_400(*, tenant_id: str, item_id: str) -> dict[str, Any]:
+    item = roadmap_service.get_roadmap_item(tenant_id=tenant_id, item_id=item_id)
+    if not item:
+        raise HTTPException(status_code=404, detail="RoadmapItem nicht gefunden")
+    if item.get("item_type") == "join_gate":
+        raise HTTPException(
+            status_code=400,
+            detail="Join-Gates haben kein Activity Set (Übungen)",
+        )
+    return item
+
+
+@items_router.get("/{item_id}/practices")
+def list_gate_practices(
+    item_id: str,
+    ctx: TenantContext = Depends(require_capability("kairo.recurring.read")),
+):
+    from services import recurring as recurring_service
+
+    item = _work_gate_or_400(tenant_id=ctx.tenant_id, item_id=item_id)
+    try:
+        return recurring_service.list_recurring_for_gate(
+            tenant_id=ctx.tenant_id,
+            initiative_id=str(item["initiative_id"]),
+            gate_id=item_id,
+        )
+    except ValueError as exc:
+        raise HTTPException(status_code=400, detail=str(exc)) from exc
+
+
+@items_router.post("/{item_id}/practices", status_code=201)
+def create_gate_practice(
+    item_id: str,
+    body: GatePracticeCreateRequest,
+    ctx: TenantContext = Depends(require_capability("kairo.recurring.manage")),
+):
+    item = _work_gate_or_400(tenant_id=ctx.tenant_id, item_id=item_id)
+    sched = body.schedule
+    try:
+        from services.scheduled_work import create_scheduled_action_at_gate
+
+        if sched:
+            return create_scheduled_action_at_gate(
+                tenant_id=ctx.tenant_id,
+                initiative_id=str(item["initiative_id"]),
+                gate_id=item_id,
+                title=body.title,
+                description=body.description,
+                user_id=ctx.user_id,
+                schedule_kind=sched.schedule_kind,
+                interval_days=sched.interval_days,
+                weekday_mask=sched.weekday_mask,
+                pause_until=sched.pause_until_date(),
+            )
+        return create_scheduled_action_at_gate(
+            tenant_id=ctx.tenant_id,
+            initiative_id=str(item["initiative_id"]),
+            gate_id=item_id,
+            title=body.title,
+            description=body.description,
+            user_id=ctx.user_id,
+            schedule_kind="weekdays",
+        )
+    except ValueError as exc:
+        raise HTTPException(status_code=400, detail=str(exc)) from exc
+
+
+@items_router.post("/{item_id}/verify-reached")
+def verify_roadmap_item_reached(
+    item_id: str,
+    ctx: TenantContext = Depends(require_capability("kairo.milestone.manage")),
+):
+    try:
+        return roadmap_service.verify_reached(
+            tenant_id=ctx.tenant_id, item_id=item_id, user_id=ctx.user_id
+        )
+    except ValueError as exc:
+        raise HTTPException(status_code=400, detail=str(exc)) from exc
+
+
+@items_router.post("/{item_id}/reopen")
+def reopen_roadmap_item(
+    item_id: str,
+    body: ReopenRequest,
+    ctx: TenantContext = Depends(require_capability("kairo.roadmap.reopen")),
+):
+    try:
+        return roadmap_service.reopen_roadmap_item(
+            tenant_id=ctx.tenant_id,
+            item_id=item_id,
+            user_id=ctx.user_id,
+            reason=body.reason,
+        )
+    except ValueError as exc:
+        raise HTTPException(status_code=400, detail=str(exc)) from exc
+
+
+@items_router.get("/{item_id}/criteria")
+def list_roadmap_item_criteria(
+    item_id: str,
+    ctx: TenantContext = Depends(require_capability("kairo.milestone.read")),
+):
+    try:
+        progress = criteria_service.criteria_progress(
+            tenant_id=ctx.tenant_id, item_id=item_id
+        )
+        items = criteria_service.list_criteria_for_item(
+            tenant_id=ctx.tenant_id, item_id=item_id
+        )
+        return {"items": items, "progress": progress}
+    except ValueError as exc:
+        raise HTTPException(status_code=400, detail=str(exc)) from exc
+
+
+@items_router.post("/{item_id}/criteria", status_code=201)
+def create_roadmap_item_criterion(
+    item_id: str,
+    body: CriterionCreateRequest,
+    ctx: TenantContext = Depends(require_capability("kairo.milestone.manage")),
+):
+    try:
+        return criteria_service.create_criterion(
+            tenant_id=ctx.tenant_id,
+            item_id=item_id,
+            user_id=ctx.user_id,
+            title=body.title,
+            description=body.description,
+            criterion_kind=body.criterion_kind,
+            verification_hint=body.verification_hint,
+            sort_order=body.sort_order,
+        )
+    except ValueError as exc:
+        raise HTTPException(status_code=400, detail=str(exc)) from exc
+
+
+@deps_router.delete("/{dependency_id}", status_code=204)
+def delete_roadmap_dependency(
+    dependency_id: str,
+    ctx: TenantContext = Depends(require_capability("kairo.milestone.manage")),
+):
+    try:
+        roadmap_service.delete_dependency(
+            tenant_id=ctx.tenant_id,
+            dependency_id=dependency_id,
+            user_id=ctx.user_id,
+        )
+    except ValueError as exc:
+        raise HTTPException(status_code=400, detail=str(exc)) from exc
+
+
+criteria_router = APIRouter(prefix="/api/roadmap-criteria", tags=["roadmap"])
+
+
+@criteria_router.patch("/{criterion_id}")
+def update_roadmap_criterion(
+    criterion_id: str,
+    body: CriterionUpdateRequest,
+    ctx: TenantContext = Depends(require_capability("kairo.milestone.manage")),
+):
+    try:
+        item = criteria_service.update_criterion(
+            tenant_id=ctx.tenant_id,
+            criterion_id=criterion_id,
+            user_id=ctx.user_id,
+            title=body.title,
+            description=body.description,
+            criterion_kind=body.criterion_kind,
+            verification_hint=body.verification_hint,
+            sort_order=body.sort_order,
+            change_reason=body.change_reason,
+        )
+    except ValueError as exc:
+        raise HTTPException(status_code=400, detail=str(exc)) from exc
+    if not item:
+        raise HTTPException(status_code=404, detail="Kriterium nicht gefunden")
+    return item
+
+
+@criteria_router.delete("/{criterion_id}", status_code=204)
+def delete_roadmap_criterion(
+    criterion_id: str,
+    ctx: TenantContext = Depends(require_capability("kairo.milestone.manage")),
+):
+    try:
+        if not criteria_service.delete_criterion(
+            tenant_id=ctx.tenant_id, criterion_id=criterion_id, user_id=ctx.user_id
+        ):
+            raise HTTPException(status_code=404, detail="Kriterium nicht gefunden")
+    except ValueError as exc:
+        raise HTTPException(status_code=400, detail=str(exc)) from exc
+
+
+@criteria_router.post("/{criterion_id}/satisfy")
+def satisfy_roadmap_criterion(
+    criterion_id: str,
+    body: CriterionSatisfyRequest,
+    ctx: TenantContext = Depends(require_capability("kairo.milestone.manage")),
+):
+    try:
+        return criteria_service.satisfy_criterion(
+            tenant_id=ctx.tenant_id,
+            criterion_id=criterion_id,
+            user_id=ctx.user_id,
+            evidence_id=body.evidence_id,
+        )
+    except ValueError as exc:
+        raise HTTPException(status_code=400, detail=str(exc)) from exc
+
+
+@criteria_router.post("/{criterion_id}/waive")
+def waive_roadmap_criterion(
+    criterion_id: str,
+    body: CriterionWaiveDeferRequest,
+    ctx: TenantContext = Depends(require_capability("kairo.milestone.manage")),
+):
+    try:
+        return criteria_service.waive_criterion(
+            tenant_id=ctx.tenant_id,
+            criterion_id=criterion_id,
+            user_id=ctx.user_id,
+            decision_title=body.decision_title,
+            decision_description=body.decision_description,
+        )
+    except ValueError as exc:
+        raise HTTPException(status_code=400, detail=str(exc)) from exc
+
+
+@criteria_router.post("/{criterion_id}/defer")
+def defer_roadmap_criterion(
+    criterion_id: str,
+    body: CriterionWaiveDeferRequest,
+    ctx: TenantContext = Depends(require_capability("kairo.milestone.manage")),
+):
+    try:
+        return criteria_service.defer_criterion(
+            tenant_id=ctx.tenant_id,
+            criterion_id=criterion_id,
+            user_id=ctx.user_id,
+            decision_title=body.decision_title,
+            decision_description=body.decision_description,
+        )
+    except ValueError as exc:
+        raise HTTPException(status_code=400, detail=str(exc)) from exc
+
+
+@items_router.get("/{item_id}/dependencies")
+def list_roadmap_item_dependencies(
+    item_id: str,
+    ctx: TenantContext = Depends(require_capability("kairo.milestone.read")),
+):
+    try:
+        return roadmap_service.list_dependencies(tenant_id=ctx.tenant_id, item_id=item_id)
+    except ValueError as exc:
+        raise HTTPException(status_code=400, detail=str(exc)) from exc
+
+
+@items_router.post("/{item_id}/dependencies", status_code=201)
+def add_roadmap_item_dependency(
+    item_id: str,
+    body: DependencyCreateRequest,
+    ctx: TenantContext = Depends(require_capability("kairo.milestone.manage")),
+):
+    try:
+        return roadmap_service.add_dependency(
+            tenant_id=ctx.tenant_id,
+            from_item_id=item_id,
+            to_item_id=body.to_item_id,
+            dependency_type=body.dependency_type,
+            group_key=body.group_key,
+            user_id=ctx.user_id,
+        )
+    except ValueError as exc:
+        raise HTTPException(status_code=400, detail=str(exc)) from exc

backend/routers/steering.py

@@ -0,0 +1,123 @@
+"""Steering API — methods, profiles and context (AP1.1 / AP2.0 / AP2.4)."""
+
+from __future__ import annotations
+
+from typing import Optional
+
+from capabilities import require_capability
+from fastapi import APIRouter, Depends, HTTPException, Query
+from pydantic import BaseModel, Field
+from entity_archetypes.registry import resolve_default_method_key, resolve_ui_profile
+from method_profiles.registry import list_method_profiles
+from services import initiatives as initiative_service
+from services import steering_context as sc_service
+from steering.context import get_steering_context_dto
+from steering.methods.registry import (
+    list_compatible_methods,
+    list_methods,
+    method_to_dict,
+)
+from tenant_context import TenantContext
+
+router = APIRouter(prefix="/api/steering", tags=["steering"])
+
+
+class SteeringContextUpdateRequest(BaseModel):
+    method_key: Optional[str] = Field(default=None, min_length=1)
+    method_profile_key: Optional[str] = Field(default=None, min_length=1)
+    clear_method_profile: bool = False
+
+
+def _om_capabilities_for_archetype(archetype_key: str | None) -> frozenset[str] | None:
+    if not archetype_key:
+        return None
+    profile = resolve_ui_profile(archetype_key)
+    caps = profile.get("omCapabilities") or profile.get("dataSlices") or []
+    return frozenset(caps)
+
+
+@router.get("/methods")
+def list_steering_methods(
+    archetype_key: Optional[str] = Query(default=None),
+    ctx: TenantContext = Depends(require_capability("kairo.initiative.read")),
+):
+    _ = ctx
+    om_caps = _om_capabilities_for_archetype(archetype_key)
+    if archetype_key:
+        methods = list_compatible_methods(archetype_key, om_capabilities=om_caps)
+        default_key = resolve_default_method_key(archetype_key)
+    else:
+        methods = list_methods()
+        default_key = None
+
+    return [
+        {
+            **method_to_dict(m),
+            "is_default": m.key == default_key if default_key else False,
+        }
+        for m in methods
+    ]
+
+
+@router.get("/method-profiles")
+def list_steering_method_profiles(
+    initiative_archetype_key: Optional[str] = Query(default=None),
+    ctx: TenantContext = Depends(require_capability("kairo.initiative.read")),
+):
+    _ = ctx
+    return [
+        {
+            "key": p["key"],
+            "label": p["label"],
+            "description": p["description"],
+            "initiative_archetype_key": p["initiative_archetype_key"],
+            "method_key": p["method_key"],
+        }
+        for p in list_method_profiles(initiative_archetype_key=initiative_archetype_key)
+    ]
+
+
+@router.patch("/initiatives/{initiative_id}/context")
+def patch_initiative_steering_context(
+    initiative_id: str,
+    body: SteeringContextUpdateRequest,
+    ctx: TenantContext = Depends(require_capability("kairo.initiative.manage")),
+):
+    initiative = initiative_service.get_initiative(
+        tenant_id=ctx.tenant_id, initiative_id=initiative_id
+    )
+    if not initiative:
+        raise HTTPException(status_code=404, detail="Vorhaben nicht gefunden")
+
+    if not body.method_key and not body.method_profile_key and not body.clear_method_profile:
+        raise HTTPException(
+            status_code=400,
+            detail="method_key, method_profile_key oder clear_method_profile erforderlich",
+        )
+
+    try:
+        if body.clear_method_profile:
+            sc_service.update_method_profile_key(
+                tenant_id=ctx.tenant_id,
+                initiative_id=initiative_id,
+                method_profile_key=None,
+                user_id=ctx.user_id,
+            )
+        elif body.method_profile_key:
+            sc_service.update_method_profile_key(
+                tenant_id=ctx.tenant_id,
+                initiative_id=initiative_id,
+                method_profile_key=body.method_profile_key,
+                user_id=ctx.user_id,
+            )
+        elif body.method_key:
+            sc_service.update_method_key(
+                tenant_id=ctx.tenant_id,
+                initiative_id=initiative_id,
+                method_key=body.method_key,
+                user_id=ctx.user_id,
+            )
+    except ValueError as exc:
+        raise HTTPException(status_code=400, detail=str(exc)) from exc
+
+    return get_steering_context_dto(ctx, initiative_id=initiative_id)

backend/routers/tasks.py

@@ -0,0 +1,77 @@
+"""Task item API — AP1.5."""
+
+from __future__ import annotations
+
+from datetime import datetime
+from typing import Literal, Optional
+
+from capabilities import require_capability
+from fastapi import APIRouter, Depends, HTTPException
+from pydantic import BaseModel, Field
+from services import tasks as task_service
+from tenant_context import TenantContext
+
+router = APIRouter(prefix="/api/tasks", tags=["tasks"])
+
+
+class TaskUpdateRequest(BaseModel):
+    title: Optional[str] = Field(default=None, min_length=1, max_length=255)
+    description: Optional[str] = None
+    status: Optional[Literal["open", "in_progress", "done", "discarded"]] = None
+    parent_task_id: Optional[str] = None
+    clear_parent_task: bool = False
+    roadmap_item_id: Optional[str] = None
+    clear_roadmap_item: bool = False
+    sort_order: Optional[int] = None
+    due_at: Optional[str] = None
+    clear_due_at: bool = False
+
+
+@router.patch("/{task_id}")
+def update_task(
+    task_id: str,
+    body: TaskUpdateRequest,
+    ctx: TenantContext = Depends(require_capability("kairo.action.manage")),
+):
+    due_at = None
+    if body.due_at is not None:
+        try:
+            due_at = datetime.fromisoformat(body.due_at.replace("Z", "+00:00"))
+        except ValueError as exc:
+            raise HTTPException(status_code=400, detail="Ungültiges due_at") from exc
+    try:
+        item = task_service.update_task(
+            tenant_id=ctx.tenant_id,
+            task_id=task_id,
+            user_id=ctx.user_id,
+            title=body.title,
+            description=body.description,
+            status=body.status,
+            parent_task_id=body.parent_task_id,
+            clear_parent_task=body.clear_parent_task,
+            roadmap_item_id=body.roadmap_item_id,
+            clear_roadmap_item=body.clear_roadmap_item,
+            sort_order=body.sort_order,
+            due_at=due_at,
+            clear_due_at=body.clear_due_at,
+        )
+    except ValueError as exc:
+        raise HTTPException(status_code=400, detail=str(exc)) from exc
+    if not item:
+        raise HTTPException(status_code=404, detail="Task nicht gefunden")
+    return item
+
+
+@router.delete("/{task_id}", status_code=204)
+def delete_task(
+    task_id: str,
+    ctx: TenantContext = Depends(require_capability("kairo.action.manage")),
+):
+    try:
+        deleted = task_service.delete_task(
+            tenant_id=ctx.tenant_id, task_id=task_id, user_id=ctx.user_id
+        )
+    except ValueError as exc:
+        raise HTTPException(status_code=400, detail=str(exc)) from exc
+    if not deleted:
+        raise HTTPException(status_code=404, detail="Task nicht gefunden")

backend/routers/work_cycles.py

@@ -0,0 +1,166 @@
+"""Work cycle (Sprint/Zeitbox) API — AP2.0f."""
+
+from __future__ import annotations
+
+from datetime import date
+from typing import Literal, Optional
+
+from capabilities import require_capability
+from fastapi import APIRouter, Depends, HTTPException
+from pydantic import BaseModel, Field
+from services import work_cycle as work_cycle_service
+from tenant_context import TenantContext
+
+initiative_router = APIRouter(
+    prefix="/api/initiatives/{initiative_id}/work-cycles",
+    tags=["work-cycles"],
+)
+
+
+class WorkCycleCreateRequest(BaseModel):
+    title: str = Field(min_length=1, max_length=255)
+    goal_description: str = ""
+    status: Literal["planned", "active"] = "planned"
+    target_date: Optional[date] = None
+    sort_order: int = 0
+
+
+@initiative_router.get("")
+def list_work_cycles(
+    initiative_id: str,
+    ctx: TenantContext = Depends(require_capability("kairo.milestone.read")),
+):
+    return work_cycle_service.list_work_cycles_for_initiative(
+        tenant_id=ctx.tenant_id, initiative_id=initiative_id
+    )
+
+
+@initiative_router.get("/active")
+def get_active_work_cycle(
+    initiative_id: str,
+    ctx: TenantContext = Depends(require_capability("kairo.milestone.read")),
+):
+    item = work_cycle_service.get_active_work_cycle(
+        tenant_id=ctx.tenant_id, initiative_id=initiative_id
+    )
+    if not item:
+        return None
+    item["open_action_count"] = work_cycle_service.count_actions_in_work_cycle(
+        tenant_id=ctx.tenant_id,
+        initiative_id=initiative_id,
+        work_cycle_id=item["id"],
+    )
+    return item
+
+
+@initiative_router.post("", status_code=201)
+def create_work_cycle(
+    initiative_id: str,
+    body: WorkCycleCreateRequest,
+    ctx: TenantContext = Depends(require_capability("kairo.milestone.manage")),
+):
+    try:
+        item = work_cycle_service.create_work_cycle(
+            tenant_id=ctx.tenant_id,
+            initiative_id=initiative_id,
+            title=body.title,
+            goal_description=body.goal_description,
+            status=body.status,
+            target_date=body.target_date,
+            sort_order=body.sort_order,
+            user_id=ctx.user_id,
+        )
+        if body.status == "active":
+            item = work_cycle_service.activate_work_cycle(
+                tenant_id=ctx.tenant_id,
+                initiative_id=initiative_id,
+                work_cycle_id=item["id"],
+                user_id=ctx.user_id,
+            )
+        return item
+    except ValueError as exc:
+        detail = str(exc)
+        if detail == "Initiative nicht gefunden":
+            raise HTTPException(status_code=404, detail=detail) from exc
+        raise HTTPException(status_code=400, detail=detail) from exc
+
+
+@initiative_router.post("/{work_cycle_id}/complete")
+def complete_work_cycle(
+    initiative_id: str,
+    work_cycle_id: str,
+    ctx: TenantContext = Depends(require_capability("kairo.milestone.manage")),
+):
+    try:
+        return work_cycle_service.complete_work_cycle(
+            tenant_id=ctx.tenant_id,
+            initiative_id=initiative_id,
+            work_cycle_id=work_cycle_id,
+            user_id=ctx.user_id,
+        )
+    except ValueError as exc:
+        detail = str(exc)
+        if detail in ("Initiative nicht gefunden", "Sprint nicht gefunden oder bereits abgeschlossen"):
+            raise HTTPException(status_code=404, detail=detail) from exc
+        raise HTTPException(status_code=400, detail=detail) from exc
+
+
+@initiative_router.get("/{work_cycle_id}/open-actions")
+def list_work_cycle_open_actions(
+    initiative_id: str,
+    work_cycle_id: str,
+    ctx: TenantContext = Depends(require_capability("kairo.milestone.read")),
+):
+    try:
+        work_cycle_service.validate_work_cycle_in_initiative(
+            tenant_id=ctx.tenant_id,
+            initiative_id=initiative_id,
+            work_cycle_id=work_cycle_id,
+        )
+        return work_cycle_service.list_open_actions_in_work_cycle(
+            tenant_id=ctx.tenant_id,
+            initiative_id=initiative_id,
+            work_cycle_id=work_cycle_id,
+        )
+    except ValueError as exc:
+        raise HTTPException(status_code=400, detail=str(exc)) from exc
+
+
+@initiative_router.post("/{work_cycle_id}/reactivate")
+def reactivate_work_cycle(
+    initiative_id: str,
+    work_cycle_id: str,
+    ctx: TenantContext = Depends(require_capability("kairo.milestone.manage")),
+):
+    try:
+        return work_cycle_service.reactivate_work_cycle(
+            tenant_id=ctx.tenant_id,
+            initiative_id=initiative_id,
+            work_cycle_id=work_cycle_id,
+            user_id=ctx.user_id,
+        )
+    except ValueError as exc:
+        detail = str(exc)
+        if detail in ("Initiative nicht gefunden", "Sprint nicht gefunden"):
+            raise HTTPException(status_code=404, detail=detail) from exc
+        raise HTTPException(status_code=400, detail=detail) from exc
+
+
+@initiative_router.post("/{work_cycle_id}/activate")
+def activate_work_cycle(
+    initiative_id: str,
+    work_cycle_id: str,
+    ctx: TenantContext = Depends(require_capability("kairo.milestone.manage")),
+):
+    try:
+        return work_cycle_service.activate_work_cycle(
+            tenant_id=ctx.tenant_id,
+            initiative_id=initiative_id,
+            work_cycle_id=work_cycle_id,
+            user_id=ctx.user_id,
+        )
+    except ValueError as exc:
+        detail = str(exc)
+        if detail in ("Initiative nicht gefunden", "Zeitbox nicht gefunden"):
+            raise HTTPException(status_code=404, detail=detail) from exc
+        raise HTTPException(status_code=400, detail=detail) from exc

backend/routers/workspace.py

@@ -0,0 +1,125 @@
+"""Workspace read API — delegates to Data Layer (AP0.7)."""
+
+from __future__ import annotations
+
+from typing import Optional
+
+from capabilities import require_capability
+from data_layer import actions as dl_actions
+from data_layer import actors as dl_actors
+from data_layer import attention as dl_attention
+from data_layer import initiatives as dl_initiatives
+from data_layer import portfolio_steering as dl_portfolio_steering
+from data_layer import workspace as dl_workspace
+from fastapi import APIRouter, Depends, HTTPException, Query
+from pydantic import BaseModel, Field
+from services import initiatives as initiative_service
+from tenant_context import TenantContext
+
+router = APIRouter(prefix="/api/workspace", tags=["workspace"])
+
+
+class PortfolioReorderRequest(BaseModel):
+    initiative_ids: list[str] = Field(min_length=1)
+
+
+def _require_actor_ctx(ctx: TenantContext) -> TenantContext:
+    if not ctx.actor_id:
+        raise HTTPException(status_code=400, detail="Kein Actor im TenantContext")
+    return ctx
+
+
+@router.get("/summary")
+def workspace_summary(
+    ctx: TenantContext = Depends(require_capability("kairo.workspace.read")),
+):
+    return dl_workspace.get_workspace_summary(ctx)
+
+
+@router.get("/actions/open")
+def workspace_open_actions(
+    ctx: TenantContext = Depends(require_capability("kairo.workspace.read")),
+):
+    try:
+        return dl_actions.get_my_open_actions(_require_actor_ctx(ctx))
+    except ValueError as exc:
+        raise HTTPException(status_code=400, detail=str(exc)) from exc
+
+
+@router.get("/actions/blocked")
+def workspace_blocked_actions(
+    ctx: TenantContext = Depends(require_capability("kairo.workspace.read")),
+):
+    try:
+        return dl_actions.get_my_blocked_actions(_require_actor_ctx(ctx))
+    except ValueError as exc:
+        raise HTTPException(status_code=400, detail=str(exc)) from exc
+
+
+@router.get("/actions/today")
+def workspace_today_actions(
+    limit: Optional[int] = Query(default=15, ge=1, le=50),
+    ctx: TenantContext = Depends(require_capability("kairo.workspace.read")),
+):
+    try:
+        return dl_actions.get_my_today_actions(_require_actor_ctx(ctx), limit=limit or 15)
+    except ValueError as exc:
+        raise HTTPException(status_code=400, detail=str(exc)) from exc
+
+
+@router.get("/initiatives/active")
+def workspace_active_initiatives(
+    limit: Optional[int] = Query(default=None, ge=1, le=100),
+    ctx: TenantContext = Depends(require_capability("kairo.workspace.read")),
+):
+    return dl_initiatives.get_active_initiatives(ctx, limit=limit)
+
+
+@router.get("/actors/workload")
+def workspace_actor_workload(
+    ctx: TenantContext = Depends(require_capability("kairo.workspace.read")),
+):
+    return dl_actors.get_actor_workload(ctx)
+
+
+@router.get("/attention")
+def workspace_attention(
+    ctx: TenantContext = Depends(require_capability("kairo.attention.read")),
+):
+    return dl_attention.get_attention_items(ctx)
+
+
+@router.get("/next-actions")
+def workspace_next_actions(
+    limit: Optional[int] = Query(default=10, ge=1, le=50),
+    ctx: TenantContext = Depends(require_capability("kairo.attention.read")),
+):
+    return dl_attention.get_next_action_candidates(ctx, limit=limit or 10)
+
+
+@router.get("/steering")
+def workspace_steering(
+    limit: Optional[int] = Query(default=30, ge=1, le=100),
+    ctx: TenantContext = Depends(require_capability("kairo.attention.read")),
+):
+    """Portfolio-Steuerung — Kernel-Aggregation über alle aktiven Initiativen (K-Ext-5)."""
+    return dl_portfolio_steering.get_portfolio_steering(
+        ctx,
+        total_attention=limit or 30,
+        total_next_work=min(limit or 30, 15),
+    )
+
+
+@router.post("/portfolio/reorder")
+def workspace_portfolio_reorder(
+    body: PortfolioReorderRequest,
+    ctx: TenantContext = Depends(require_capability("kairo.initiative.manage")),
+):
+    try:
+        return initiative_service.reorder_portfolio(
+            tenant_id=ctx.tenant_id,
+            initiative_ids=body.initiative_ids,
+            user_id=ctx.user_id,
+        )
+    except ValueError as exc:
+        raise HTTPException(status_code=400, detail=str(exc)) from exc

backend/schemas/schedule_payload.py

@@ -0,0 +1,25 @@
+"""Shared Pydantic models for Schedule API payloads."""
+
+from __future__ import annotations
+
+from typing import Literal, Optional
+
+from pydantic import BaseModel, Field, model_validator
+
+
+class SchedulePayload(BaseModel):
+    schedule_kind: Literal["interval", "weekdays"] = "interval"
+    interval_days: int = Field(default=1, gt=0)
+    weekday_mask: int = Field(default=0, ge=0, le=127)
+    pause_until: Optional[str] = Field(default=None, description="ISO date YYYY-MM-DD")
+
+    @model_validator(mode="after")
+    def validate_kind(self) -> "SchedulePayload":
+        if self.schedule_kind == "weekdays" and self.weekday_mask <= 0:
+            raise ValueError("Mindestens ein Wochentag auswählen")
+        return self
+
+    def pause_until_date(self):
+        from services.schedule import _parse_pause_until
+
+        return _parse_pause_until(self.pause_until)

backend/seeds/seed_001_cleanup_pytest_artifacts.dev.sql

@@ -4,6 +4,21 @@
 -- Reparatur: ungültige Human-Actors (user_id NULL verletzt CHECK constraint)
 DELETE FROM actors WHERE actor_type = 'human' AND user_id IS NULL;
 
+-- AP0.5: Vorhaben/Maßnahmen pytest-Artefakte vor Actor-Löschung entfernen
+-- (initiatives.owner_actor_id → actors ON DELETE RESTRICT)
+DELETE FROM initiatives
+WHERE owner_actor_id IN (
+    SELECT id FROM actors WHERE user_id IN (SELECT id FROM users WHERE email ~* '@example\.com$')
+);
+
+DELETE FROM initiatives i
+USING tenants t
+WHERE i.tenant_id = t.id
+  AND t.slug ~ '^t-[a-f0-9]{10}$'
+  AND NOT EXISTS (
+      SELECT 1 FROM tenant_memberships tm WHERE tm.tenant_id = t.id
+  );
+
 -- Abhängigkeiten vor User-Löschung (human actors: user_id NOT NULL constraint)
 DELETE FROM actors
 WHERE user_id IN (SELECT id FROM users WHERE email ~* '@example\.com$');

backend/seeds/seed_004_dogfooding_kairo_jinkendo.dev.py

@@ -0,0 +1,456 @@
+"""Dogfooding R1 — Referenz-Vorhaben „Jinkendo Kairo“ (idempotent, Nicht-Prod).
+
+DEPRECATED (2026-07-12): Nur Dev-Visualisierung. Produkt-Anlage über AP2.2a Starter-Kits.
+Siehe Kairo_MVP_Execution_Plan_v0.2.md — nicht weiter ausbauen.
+"""
+
+from __future__ import annotations
+
+import os
+from typing import Any, Optional
+
+GITEA_BASE = "http://192.168.2.144:3000/Lars/Kairo-Jinkendo"
+INITIATIVE_TITLE = "Jinkendo Kairo"
+TENANT_SLUG = "stommer"
+
+
+def _gitea_commit(sha: str, label: str = "") -> str:
+    line = f"Commit: [{sha[:7]}]({GITEA_BASE}/commit/{sha})"
+    if label:
+        return f"{label}\n{line}\nBranch: develop"
+    return f"{line}\nBranch: develop"
+
+
+def _resolve_context() -> tuple[str, str]:
+    from db import get_connection
+    from psycopg2.extras import RealDictCursor
+
+    conn = get_connection()
+    try:
+        with conn.cursor(cursor_factory=RealDictCursor) as cur:
+            cur.execute("SELECT id FROM tenants WHERE slug = %s", (TENANT_SLUG,))
+            row = cur.fetchone()
+            if not row:
+                raise RuntimeError(
+                    f"Tenant '{TENANT_SLUG}' nicht gefunden — zuerst Portal-Admin/seed_003"
+                )
+            tenant_id = str(row["id"])
+            cur.execute(
+                """
+                SELECT a.id
+                FROM actors a
+                WHERE a.tenant_id = %s AND a.actor_type = 'human' AND a.is_active = TRUE
+                ORDER BY a.created_at
+                LIMIT 1
+                """,
+                (tenant_id,),
+            )
+            actor_row = cur.fetchone()
+            if not actor_row:
+                raise RuntimeError("Kein Human-Actor im Tenant — seed_003 zuerst")
+            return tenant_id, str(actor_row["id"])
+    finally:
+        conn.close()
+
+
+def _find_initiative(tenant_id: str) -> Optional[dict[str, Any]]:
+    from services.initiatives import list_initiatives
+
+    for item in list_initiatives(tenant_id=tenant_id):
+        if item["title"] == INITIATIVE_TITLE:
+            return item
+    return None
+
+
+def _find_by_title(items: list[dict[str, Any]], title: str) -> Optional[dict[str, Any]]:
+    for item in items:
+        if item["title"] == title:
+            return item
+    return None
+
+
+def _close_gate_and_verify(*, tenant_id: str, item_id: str) -> None:
+    from services.roadmap import get_roadmap_item, verify_reached
+    from services.roadmap_criteria import list_criteria_for_item, waive_criterion
+
+    item = get_roadmap_item(tenant_id=tenant_id, item_id=item_id)
+    if item and item.get("status") == "reached":
+        return
+
+    for criterion in list_criteria_for_item(tenant_id=tenant_id, item_id=item_id):
+        if criterion["status"] not in {"satisfied", "waived", "deferred"}:
+            waive_criterion(
+                tenant_id=tenant_id,
+                criterion_id=criterion["id"],
+                decision_title="Dogfooding R1 — historisches Gate",
+                decision_description="Rückwirkende Abnahme per Seed.",
+            )
+    verify_reached(tenant_id=tenant_id, item_id=item_id)
+
+
+def _ensure_gate_chain(
+    *,
+    tenant_id: str,
+    initiative_id: str,
+    gates: list[tuple[str, str, str]],
+) -> dict[str, str]:
+    """gates: (title, status, goal) -> id map."""
+    from services.roadmap import add_dependency, create_roadmap_item, list_roadmap_items_for_initiative
+
+    existing = list_roadmap_items_for_initiative(tenant_id=tenant_id, initiative_id=initiative_id)
+    ids: dict[str, str] = {}
+    ordered: list[str] = []
+
+    for index, (title, status, goal) in enumerate(gates):
+        found = _find_by_title(existing, title)
+        if found:
+            gate_id = found["id"]
+        else:
+            created = create_roadmap_item(
+                tenant_id=tenant_id,
+                initiative_id=initiative_id,
+                title=title,
+                item_type="milestone",
+                goal_description=goal,
+                status="planned" if status == "reached" else status,
+                sort_order=index * 10,
+                initial_criterion_title=f"{title} — Abnahme",
+            )
+            gate_id = created["id"]
+            existing.append(created)
+
+        ids[title] = gate_id
+        ordered.append(gate_id)
+
+        if status == "reached":
+            _close_gate_and_verify(tenant_id=tenant_id, item_id=gate_id)
+
+    for i in range(1, len(ordered)):
+        try:
+            add_dependency(
+                tenant_id=tenant_id,
+                from_item_id=ordered[i],
+                to_item_id=ordered[i - 1],
+                dependency_type="requires",
+            )
+        except ValueError as exc:
+            if "existiert bereits" not in str(exc):
+                raise
+
+    return ids
+
+
+def _ensure_projects(
+    *, tenant_id: str, initiative_id: str, titles: list[str]
+) -> dict[str, str]:
+    from services.projects import create_project, list_projects_for_initiative
+
+    existing = list_projects_for_initiative(tenant_id=tenant_id, initiative_id=initiative_id)
+    ids: dict[str, str] = {}
+    for index, title in enumerate(titles):
+        found = _find_by_title(existing, title)
+        if found:
+            ids[title] = found["id"]
+            continue
+        created = create_project(
+            tenant_id=tenant_id,
+            initiative_id=initiative_id,
+            title=title,
+            description=f"Ist-Struktur — {title}",
+            sort_order=index,
+        )
+        ids[title] = created["id"]
+        existing.append(created)
+    return ids
+
+
+def _ensure_action(
+    *,
+    tenant_id: str,
+    initiative_id: str,
+    title: str,
+    status: str,
+    roadmap_item_id: Optional[str] = None,
+    project_id: Optional[str] = None,
+    description: str = "",
+) -> dict[str, Any]:
+    from services.actions import create_action, list_actions_for_initiative
+
+    existing = list_actions_for_initiative(tenant_id=tenant_id, initiative_id=initiative_id)
+    found = _find_by_title(existing, title)
+    if found:
+        if found.get("status") != status:
+            from services.actions import update_action
+
+            updated = update_action(
+                tenant_id=tenant_id,
+                action_id=found["id"],
+                status=status,
+            )
+            if updated:
+                found = updated
+        return found
+    return create_action(
+        tenant_id=tenant_id,
+        initiative_id=initiative_id,
+        title=title,
+        description=description,
+        status=status,
+        roadmap_item_id=roadmap_item_id,
+        project_id=project_id,
+    )
+
+
+def _ensure_evidence(
+    *,
+    tenant_id: str,
+    initiative_id: str,
+    title: str,
+    description: str,
+    roadmap_item_id: Optional[str] = None,
+    action_id: Optional[str] = None,
+    actor_id: Optional[str] = None,
+) -> None:
+    from services.evidence import create_evidence, list_evidence_for_initiative
+
+    for item in list_evidence_for_initiative(tenant_id=tenant_id, initiative_id=initiative_id):
+        if item["title"] == title:
+            return
+    create_evidence(
+        tenant_id=tenant_id,
+        initiative_id=initiative_id,
+        title=title,
+        description=description,
+        status="accepted",
+        roadmap_item_id=roadmap_item_id,
+        action_id=action_id,
+        submitted_by_actor_id=actor_id,
+    )
+
+
+def _ensure_decision(
+    *,
+    tenant_id: str,
+    initiative_id: str,
+    title: str,
+    outcome: str,
+) -> None:
+    from db import get_connection
+    from psycopg2.extras import RealDictCursor
+    from services.decisions import create_decision
+
+    conn = get_connection()
+    try:
+        with conn.cursor(cursor_factory=RealDictCursor) as cur:
+            cur.execute(
+                """
+                SELECT 1 FROM decisions
+                WHERE tenant_id = %s AND initiative_id = %s AND title = %s
+                """,
+                (tenant_id, initiative_id, title),
+            )
+            if cur.fetchone():
+                return
+    finally:
+        conn.close()
+
+    create_decision(
+        tenant_id=tenant_id,
+        initiative_id=initiative_id,
+        title=title,
+        description=outcome,
+        status="decided",
+        outcome=outcome,
+    )
+
+
+def _ensure_portfolio_first(*, tenant_id: str, initiative_id: str) -> None:
+    from services.initiatives import list_initiatives, reorder_portfolio
+
+    all_items = list_initiatives(tenant_id=tenant_id)
+    ids = [initiative_id] + [i["id"] for i in all_items if i["id"] != initiative_id]
+    reorder_portfolio(tenant_id=tenant_id, initiative_ids=ids)
+
+
+def run() -> None:
+    if os.getenv("ENVIRONMENT", "development").strip().lower() == "production":
+        print("[dogfooding] Übersprungen in Production")
+        return
+
+    tenant_id, owner_actor_id = _resolve_context()
+
+    initiative = _find_initiative(tenant_id)
+    if not initiative:
+        from services.initiatives import create_initiative
+
+        initiative = create_initiative(
+            tenant_id=tenant_id,
+            title=INITIATIVE_TITLE,
+            owner_actor_id=owner_actor_id,
+            archetype_key="initiative.product",
+            method_profile_key="product.kairo_dev",
+            goal=(
+                "Operativer Program Director — MVP v0.3 Stufe A (B2b). "
+                f"Repository: {GITEA_BASE} (Branch develop)"
+            ),
+            vision="Kairo steuert Kairo — Dogfooding Referenz-Vorhaben.",
+            target_state_summary="Leitfrage in ≤2 Min; Gates + Ist gespiegelt aus Git/Docs.",
+            priority="high",
+        )
+        print(f"[dogfooding] Initiative angelegt: {initiative['id']}")
+    else:
+        print(f"[dogfooding] Initiative vorhanden: {initiative['id']}")
+
+    initiative_id = initiative["id"]
+
+    gate_defs = [
+        ("G1 — Foundation AP0", "reached", "Tenant, Actor, Auth, OM, Migrationen"),
+        ("G2 — IA & Steering Skeleton", "reached", "AP1.2c, AP1.0, Snapshot, Signals"),
+        ("G3 — Gates & Checkliste", "reached", "AP1.4/4b/4c, Verify, Kriterien"),
+        ("G4 — Ist-Hierarchie & Plan/Ist", "reached", "AP1.5/5c, AP1.6, AP1.14, Journey"),
+        ("G5 — PM Work Modes & Plan-Outline", "active", "AP1.9a/9c ✓; AP1.12 ◐; AP1.16 ◐"),
+        ("G6 — Archetyp-Steuerung MVP", "active", "AP2.0 ◐; AP2.0d ✓; Execution-Graph ✓"),
+        ("G7 — MVP-Abnahfe B2b", "planned", "Validation, Leitfrage, Cockpit-Signale"),
+        ("G8 — Agent & Integration", "planned", "AP1.7, Gitea-Webhook, MCP"),
+    ]
+    gate_ids = _ensure_gate_chain(
+        tenant_id=tenant_id,
+        initiative_id=initiative_id,
+        gates=gate_defs,
+    )
+
+    project_ids = _ensure_projects(
+        tenant_id=tenant_id,
+        initiative_id=initiative_id,
+        titles=["Backend", "Frontend", "Docs & ADPs", "Deploy / CI"],
+    )
+
+    g5 = gate_ids["G5 — PM Work Modes & Plan-Outline"]
+    g6 = gate_ids["G6 — Archetyp-Steuerung MVP"]
+    g4 = gate_ids["G4 — Ist-Hierarchie & Plan/Ist"]
+
+    done_actions = [
+        (
+            "AP1.6b — Journey Gate-Fortschritt",
+            "done",
+            g4,
+            project_ids["Frontend"],
+            "b85a6ec",
+        ),
+        (
+            "AP1.8a — Portfolio-Rang Cockpit",
+            "done",
+            g5,
+            project_ids["Frontend"],
+            "a19c6ab",
+        ),
+        (
+            "AP1.14 — Plan/Ist-Snapshots",
+            "done",
+            g4,
+            project_ids["Backend"],
+            "064779e",
+        ),
+        (
+            "AP2.0 — Archetyp-Slice",
+            "done",
+            g6,
+            project_ids["Backend"],
+            "3bd9832",
+        ),
+        (
+            "AP1.16 — Execution-Graph & Durchführungsplan",
+            "done",
+            g6,
+            project_ids["Backend"],
+            "b9bfa9e",
+        ),
+        (
+            "AP1.9c — Cockpit-Signale auf Portfolio-Kacheln",
+            "done",
+            g5,
+            project_ids["Frontend"],
+            "b9bfa9e",
+        ),
+        (
+            "AP2.0d — Next-Action-Strategien pro Archetyp",
+            "done",
+            g6,
+            project_ids["Backend"],
+            "284b9d5",
+        ),
+
+        (
+            "DOC-Sync — Status-Review & Roadmap",
+            "done",
+            g6,
+            project_ids["Docs & ADPs"],
+            None,
+        ),
+    ]
+
+    for title, status, gate_id, project_id, sha in done_actions:
+        action = _ensure_action(
+            tenant_id=tenant_id,
+            initiative_id=initiative_id,
+            title=title,
+            status=status,
+            roadmap_item_id=gate_id,
+            project_id=project_id,
+        )
+        if sha:
+            _ensure_evidence(
+                tenant_id=tenant_id,
+                initiative_id=initiative_id,
+                title=f"Merge {title}",
+                description=_gitea_commit(sha, title),
+                roadmap_item_id=gate_id,
+                action_id=action["id"],
+                actor_id=owner_actor_id,
+            )
+
+    open_actions = [
+        ("Dogfooding R2 — Ist laufend pflegen", g6, project_ids["Docs & ADPs"]),
+        ("AP1.7 — Operational Actor API", g6, project_ids["Backend"]),
+        ("AP2.0f — work_cycle / Sprint-Zeitbox", g6, project_ids["Backend"]),
+    ]
+    for title, gate_id, project_id in open_actions:
+        _ensure_action(
+            tenant_id=tenant_id,
+            initiative_id=initiative_id,
+            title=title,
+            status="open",
+            roadmap_item_id=gate_id,
+            project_id=project_id,
+        )
+
+    _ensure_decision(
+        tenant_id=tenant_id,
+        initiative_id=initiative_id,
+        title="Join/Branch Graph — deferred",
+        outcome="OR-Alternativpfade und volle Join-Logik erst bei Use Case (AP1.15d). "
+        "Siehe ADP_Roadmap_Graph_and_Gate_Checklist_v0.1.md",
+    )
+    _ensure_decision(
+        tenant_id=tenant_id,
+        initiative_id=initiative_id,
+        title="MCP nach Operational API",
+        outcome="MCP-Adapter erst nach AP1.7 (/api/operational). Schicht 4 eingefroren bis B2b-Validation.",
+    )
+    _ensure_decision(
+        tenant_id=tenant_id,
+        initiative_id=initiative_id,
+        title="MVP v0.3 PO-Freigabe",
+        outcome="Abnahfe Stufe A: A1, A2, B2b + B3 minimal. Dokument: Kairo_MVP_Definition_v0.3.md",
+    )
+
+    _ensure_portfolio_first(tenant_id=tenant_id, initiative_id=initiative_id)
+
+    from services.actors import create_actor, list_actors
+
+    agents = list_actors(tenant_id=tenant_id, actor_type="agent", q="Cursor")
+    if not any(a["name"] == "Cursor Agent" for a in agents):
+        create_actor(tenant_id=tenant_id, actor_type="agent", name="Cursor Agent")
+        print("[dogfooding] Agent „Cursor Agent“ angelegt — Service Token manuell erstellen")
+
+    print("[dogfooding] R2 sync — Ist-Stand gespiegelt (AP1.9c, AP1.16, AP2.0d done)")

backend/services/actions.py

@@ -0,0 +1,762 @@
+"""Action (Maßnahme) service — tenant-scoped CRUD, assignments, open actions."""
+
+from __future__ import annotations
+
+from typing import Any, Literal, Optional
+
+from psycopg2.extras import RealDictCursor
+
+from db import get_connection
+from services.audit import log_audit
+from services.initiatives import PRIORITIES, get_initiative
+from services.plan_ist import validate_roadmap_item_in_initiative
+from services.projects import project_is_leaf
+from services.work_cycle import validate_work_cycle_in_initiative
+
+ActionStatus = Literal[
+    "open", "ready", "in_progress", "blocked", "review_required", "done", "discarded"
+]
+
+ACTION_STATUSES = frozenset(
+    {"open", "ready", "in_progress", "blocked", "review_required", "done", "discarded"}
+)
+OPEN_ACTION_STATUSES = frozenset(
+    {"open", "ready", "in_progress", "blocked", "review_required"}
+)
+
+_ACTION_COLUMNS = """
+    id, tenant_id, initiative_id, project_id, roadmap_item_id, work_cycle_id, schedule_id,
+    title, description, status, priority, due_at, sort_order, action_kind, parent_action_id,
+    created_at, updated_at
+"""
+
+ACTION_KINDS = frozenset({"delivery", "planning", "review", "bug", "issue", "tech_debt"})
+UNPLAN_ALLOWED_STATUSES = frozenset({"open", "ready"})
+CARRYOVER_UNPLAN_STATUSES = frozenset(
+    {"open", "ready", "in_progress", "blocked", "review_required"}
+)
+
+
+def _serialize_row(row: dict[str, Any]) -> dict[str, Any]:
+    result = dict(row)
+    for key in (
+        "id",
+        "tenant_id",
+        "initiative_id",
+        "project_id",
+        "roadmap_item_id",
+        "work_cycle_id",
+        "parent_action_id",
+        "owner_actor_id",
+        "schedule_id",
+    ):
+        if result.get(key):
+            result[key] = str(result[key])
+    if result.get("created_at"):
+        result["created_at"] = result["created_at"].isoformat()
+    if result.get("updated_at"):
+        result["updated_at"] = result["updated_at"].isoformat()
+    if result.get("due_at"):
+        result["due_at"] = result["due_at"].isoformat()
+    return result
+
+
+def _validate_parent_action_in_initiative(
+    *,
+    cur,
+    tenant_id: str,
+    initiative_id: str,
+    parent_action_id: Optional[str],
+    action_id: Optional[str] = None,
+) -> None:
+    if not parent_action_id:
+        return
+    if action_id and parent_action_id == action_id:
+        raise ValueError("Arbeitspaket kann nicht auf sich selbst verweisen")
+    cur.execute(
+        """
+        SELECT action_kind
+        FROM actions
+        WHERE id = %s AND tenant_id = %s AND initiative_id = %s
+        """,
+        (parent_action_id, tenant_id, initiative_id),
+    )
+    row = cur.fetchone()
+    if not row:
+        raise ValueError("Referenz-Arbeitspaket (Feature) nicht gefunden")
+    action_kind = row["action_kind"] if isinstance(row, dict) else row[0]
+    if action_kind in ("bug", "issue", "tech_debt"):
+        raise ValueError("Referenz muss ein Feature-Arbeitspaket sein, kein Bug/Issue/Schuld")
+
+
+def _action_kind_to_item_kind(action_kind: str) -> str:
+    if action_kind == "bug":
+        return "bug"
+    if action_kind == "issue":
+        return "issue"
+    if action_kind == "tech_debt":
+        return "tech_debt"
+    return "story"
+
+
+def _validate_action_kind(action_kind: str) -> None:
+    if action_kind not in ACTION_KINDS:
+        raise ValueError(f"Ungültiger action_kind: {action_kind}")
+
+
+def _validate_action_status(status: str) -> None:
+    if status not in ACTION_STATUSES:
+        raise ValueError(f"Ungültiger Action-Status: {status}")
+
+
+def _validate_priority(priority: str) -> None:
+    if priority not in PRIORITIES:
+        raise ValueError(f"Ungültige Priorität: {priority}")
+
+
+def _load_assignments(*, tenant_id: str, action_ids: list[str]) -> dict[str, list[str]]:
+    if not action_ids:
+        return {}
+    conn = get_connection()
+    try:
+        with conn.cursor(cursor_factory=RealDictCursor) as cur:
+            cur.execute(
+                """
+                SELECT action_id, actor_id
+                FROM action_assignments
+                WHERE tenant_id = %s AND action_id = ANY(%s::uuid[])
+                ORDER BY created_at
+                """,
+                (tenant_id, action_ids),
+            )
+            result: dict[str, list[str]] = {aid: [] for aid in action_ids}
+            for row in cur.fetchall():
+                result[str(row["action_id"])].append(str(row["actor_id"]))
+            return result
+    finally:
+        conn.close()
+
+
+def _attach_assignments(
+    actions: list[dict[str, Any]], *, tenant_id: str
+) -> list[dict[str, Any]]:
+    if not actions:
+        return actions
+    action_ids = [a["id"] for a in actions]
+    assignments = _load_assignments(tenant_id=tenant_id, action_ids=action_ids)
+    for action in actions:
+        action["assigned_actor_ids"] = assignments.get(action["id"], [])
+    return actions
+
+
+def _actor_in_tenant(*, tenant_id: str, actor_id: str) -> bool:
+    conn = get_connection()
+    try:
+        with conn.cursor() as cur:
+            cur.execute(
+                "SELECT 1 FROM actors WHERE id = %s AND tenant_id = %s AND is_active = TRUE",
+                (actor_id, tenant_id),
+            )
+            return cur.fetchone() is not None
+    finally:
+        conn.close()
+
+
+def _validate_project_in_initiative(
+    *, tenant_id: str, initiative_id: str, project_id: Optional[str]
+) -> None:
+    if not project_id:
+        return
+    conn = get_connection()
+    try:
+        with conn.cursor() as cur:
+            cur.execute(
+                """
+                SELECT 1 FROM projects
+                WHERE id = %s AND tenant_id = %s AND initiative_id = %s
+                """,
+                (project_id, tenant_id, initiative_id),
+            )
+            if not cur.fetchone():
+                raise ValueError("Projekt gehört nicht zum Vorhaben")
+            if not project_is_leaf(tenant_id=tenant_id, project_id=project_id):
+                raise ValueError(
+                    "Arbeitspakete nur an Blatt-Projekten (ohne Unterprojekte)"
+                )
+    finally:
+        conn.close()
+
+
+def create_action(
+    *,
+    tenant_id: str,
+    initiative_id: str,
+    title: str,
+    description: str = "",
+    status: ActionStatus = "open",
+    priority: str = "normal",
+    due_at: Optional[Any] = None,
+    project_id: Optional[str] = None,
+    roadmap_item_id: Optional[str] = None,
+    work_cycle_id: Optional[str] = None,
+    assigned_actor_ids: Optional[list[str]] = None,
+    sort_order: int = 0,
+    action_kind: str = "delivery",
+    parent_action_id: Optional[str] = None,
+    user_id: Optional[str] = None,
+) -> dict[str, Any]:
+    title = title.strip()
+    if not title:
+        raise ValueError("Titel ist erforderlich")
+    _validate_action_status(status)
+    _validate_priority(priority)
+    _validate_action_kind(action_kind)
+    if not get_initiative(tenant_id=tenant_id, initiative_id=initiative_id):
+        raise ValueError("Initiative nicht gefunden")
+    _validate_project_in_initiative(
+        tenant_id=tenant_id, initiative_id=initiative_id, project_id=project_id
+    )
+
+    assigned_actor_ids = assigned_actor_ids or []
+    for actor_id in assigned_actor_ids:
+        if not _actor_in_tenant(tenant_id=tenant_id, actor_id=actor_id):
+            raise ValueError(f"Actor {actor_id} gehört nicht zum Tenant")
+
+    conn = get_connection()
+    try:
+        with conn.cursor(cursor_factory=RealDictCursor) as cur:
+            validate_roadmap_item_in_initiative(
+                cur,
+                tenant_id=tenant_id,
+                initiative_id=initiative_id,
+                roadmap_item_id=roadmap_item_id,
+            )
+            validate_work_cycle_in_initiative(
+                tenant_id=tenant_id,
+                initiative_id=initiative_id,
+                work_cycle_id=work_cycle_id,
+                cur=cur,
+            )
+            _validate_parent_action_in_initiative(
+                cur=cur,
+                tenant_id=tenant_id,
+                initiative_id=initiative_id,
+                parent_action_id=parent_action_id,
+            )
+            cur.execute(
+                f"""
+                INSERT INTO actions (
+                    tenant_id, initiative_id, project_id, roadmap_item_id, work_cycle_id,
+                    title, description, status, priority, due_at, sort_order, action_kind,
+                    parent_action_id
+                )
+                VALUES (%s, %s, %s, %s, %s, %s, %s, %s, %s, %s, %s, %s, %s)
+                RETURNING {_ACTION_COLUMNS}
+                """,
+                (
+                    tenant_id,
+                    initiative_id,
+                    project_id,
+                    roadmap_item_id,
+                    work_cycle_id,
+                    title,
+                    description,
+                    status,
+                    priority,
+                    due_at,
+                    sort_order,
+                    action_kind,
+                    parent_action_id,
+                ),
+            )
+            row = _serialize_row(dict(cur.fetchone()))
+            for actor_id in assigned_actor_ids:
+                cur.execute(
+                    """
+                    INSERT INTO action_assignments (tenant_id, action_id, actor_id)
+                    VALUES (%s, %s, %s)
+                    """,
+                    (tenant_id, row["id"], actor_id),
+                )
+        conn.commit()
+    finally:
+        conn.close()
+
+    row["assigned_actor_ids"] = assigned_actor_ids
+    log_audit(
+        "action.created",
+        user_id=user_id,
+        tenant_id=tenant_id,
+        details={
+            "action_id": row["id"],
+            "initiative_id": initiative_id,
+            "title": title,
+            "status": status,
+            "assigned_actor_ids": assigned_actor_ids,
+        },
+    )
+    return row
+
+
+def list_actions_for_initiative(
+    *, tenant_id: str, initiative_id: str
+) -> list[dict[str, Any]]:
+    if not get_initiative(tenant_id=tenant_id, initiative_id=initiative_id):
+        return []
+    conn = get_connection()
+    try:
+        with conn.cursor(cursor_factory=RealDictCursor) as cur:
+            cur.execute(
+                f"""
+                SELECT {_ACTION_COLUMNS}
+                FROM actions
+                WHERE tenant_id = %s AND initiative_id = %s
+                ORDER BY sort_order ASC, title ASC, created_at DESC
+                """,
+                (tenant_id, initiative_id),
+            )
+            actions = [_serialize_row(dict(row)) for row in cur.fetchall()]
+    finally:
+        conn.close()
+    return _attach_assignments(actions, tenant_id=tenant_id)
+
+
+def get_action(*, tenant_id: str, action_id: str) -> Optional[dict[str, Any]]:
+    conn = get_connection()
+    try:
+        with conn.cursor(cursor_factory=RealDictCursor) as cur:
+            cur.execute(
+                f"""
+                SELECT {_ACTION_COLUMNS}
+                FROM actions
+                WHERE id = %s AND tenant_id = %s
+                """,
+                (action_id, tenant_id),
+            )
+            row = cur.fetchone()
+            if not row:
+                return None
+            action = _serialize_row(dict(row))
+    finally:
+        conn.close()
+    enriched = _attach_assignments([action], tenant_id=tenant_id)[0]
+    from services.scheduled_work import attach_action_schedule_fields
+
+    return attach_action_schedule_fields(enriched, tenant_id=tenant_id)
+
+
+def update_action(
+    *,
+    tenant_id: str,
+    action_id: str,
+    user_id: Optional[str] = None,
+    title: Optional[str] = None,
+    description: Optional[str] = None,
+    status: Optional[ActionStatus] = None,
+    priority: Optional[str] = None,
+    due_at: Optional[Any] = None,
+    clear_due_at: bool = False,
+    project_id: Optional[str] = None,
+    clear_project: bool = False,
+    roadmap_item_id: Optional[str] = None,
+    clear_roadmap_item: bool = False,
+    work_cycle_id: Optional[str] = None,
+    clear_work_cycle: bool = False,
+    sort_order: Optional[int] = None,
+    action_kind: Optional[str] = None,
+    parent_action_id: Optional[str] = None,
+    clear_parent_action: bool = False,
+) -> Optional[dict[str, Any]]:
+    existing = get_action(tenant_id=tenant_id, action_id=action_id)
+    if not existing:
+        return None
+
+    updates: list[str] = []
+    params: list[Any] = []
+    old_status = existing["status"]
+
+    if title is not None:
+        title = title.strip()
+        if not title:
+            raise ValueError("Titel ist erforderlich")
+        updates.append("title = %s")
+        params.append(title)
+    if description is not None:
+        updates.append("description = %s")
+        params.append(description)
+    if status is not None:
+        _validate_action_status(status)
+        updates.append("status = %s")
+        params.append(status)
+    if priority is not None:
+        _validate_priority(priority)
+        updates.append("priority = %s")
+        params.append(priority)
+    if clear_due_at:
+        updates.append("due_at = NULL")
+    elif due_at is not None:
+        updates.append("due_at = %s")
+        params.append(due_at)
+    if clear_project:
+        updates.append("project_id = NULL")
+    elif project_id is not None:
+        _validate_project_in_initiative(
+            tenant_id=tenant_id,
+            initiative_id=existing["initiative_id"],
+            project_id=project_id,
+        )
+        updates.append("project_id = %s")
+        params.append(project_id)
+    if clear_roadmap_item:
+        updates.append("roadmap_item_id = NULL")
+    elif roadmap_item_id is not None:
+        conn = get_connection()
+        try:
+            with conn.cursor() as cur:
+                validate_roadmap_item_in_initiative(
+                    cur,
+                    tenant_id=tenant_id,
+                    initiative_id=existing["initiative_id"],
+                    roadmap_item_id=roadmap_item_id,
+                )
+        finally:
+            conn.close()
+        updates.append("roadmap_item_id = %s")
+        params.append(roadmap_item_id)
+    if clear_work_cycle:
+        updates.append("work_cycle_id = NULL")
+    elif work_cycle_id is not None:
+        validate_work_cycle_in_initiative(
+            tenant_id=tenant_id,
+            initiative_id=existing["initiative_id"],
+            work_cycle_id=work_cycle_id,
+        )
+        updates.append("work_cycle_id = %s")
+        params.append(work_cycle_id)
+    if sort_order is not None:
+        updates.append("sort_order = %s")
+        params.append(sort_order)
+    if action_kind is not None:
+        _validate_action_kind(action_kind)
+        updates.append("action_kind = %s")
+        params.append(action_kind)
+    if clear_parent_action:
+        updates.append("parent_action_id = NULL")
+    elif parent_action_id is not None:
+        updates.append("parent_action_id = %s")
+        params.append(parent_action_id)
+
+    if not updates:
+        return existing
+
+    updates.append("updated_at = NOW()")
+    params.extend([action_id, tenant_id])
+
+    conn = get_connection()
+    try:
+        with conn.cursor(cursor_factory=RealDictCursor) as cur:
+            if parent_action_id is not None and not clear_parent_action:
+                _validate_parent_action_in_initiative(
+                    cur=cur,
+                    tenant_id=tenant_id,
+                    initiative_id=existing["initiative_id"],
+                    parent_action_id=parent_action_id,
+                    action_id=action_id,
+                )
+            cur.execute(
+                f"""
+                UPDATE actions
+                SET {", ".join(updates)}
+                WHERE id = %s AND tenant_id = %s
+                RETURNING {_ACTION_COLUMNS}
+                """,
+                params,
+            )
+            row = cur.fetchone()
+            if not row:
+                return None
+        conn.commit()
+    finally:
+        conn.close()
+
+    result = get_action(tenant_id=tenant_id, action_id=action_id)
+    assert result is not None
+
+    log_audit(
+        "action.updated",
+        user_id=user_id,
+        tenant_id=tenant_id,
+        details={"action_id": action_id, "fields": updates},
+    )
+    if status is not None and status != old_status:
+        log_audit(
+            "action.status_changed",
+            user_id=user_id,
+            tenant_id=tenant_id,
+            details={
+                "action_id": action_id,
+                "from_status": old_status,
+                "to_status": status,
+            },
+        )
+        if status == "done":
+            from services.steering_events import emit_steering_event
+
+            emit_steering_event(
+                tenant_id=tenant_id,
+                initiative_id=str(existing["initiative_id"]),
+                event_kind="actor_result",
+                payload={
+                    "action_id": action_id,
+                    "from_status": old_status,
+                    "to_status": status,
+                },
+                user_id=user_id,
+            )
+    return result
+
+
+def set_action_assignments(
+    *,
+    tenant_id: str,
+    action_id: str,
+    actor_ids: list[str],
+    user_id: Optional[str] = None,
+) -> Optional[dict[str, Any]]:
+    existing = get_action(tenant_id=tenant_id, action_id=action_id)
+    if not existing:
+        return None
+
+    unique_actor_ids = list(dict.fromkeys(actor_ids))
+    for actor_id in unique_actor_ids:
+        if not _actor_in_tenant(tenant_id=tenant_id, actor_id=actor_id):
+            raise ValueError(f"Actor {actor_id} gehört nicht zum Tenant")
+
+    conn = get_connection()
+    try:
+        with conn.cursor() as cur:
+            cur.execute(
+                "DELETE FROM action_assignments WHERE action_id = %s AND tenant_id = %s",
+                (action_id, tenant_id),
+            )
+            for actor_id in unique_actor_ids:
+                cur.execute(
+                    """
+                    INSERT INTO action_assignments (tenant_id, action_id, actor_id)
+                    VALUES (%s, %s, %s)
+                    """,
+                    (tenant_id, action_id, actor_id),
+                )
+            cur.execute(
+                "UPDATE actions SET updated_at = NOW() WHERE id = %s AND tenant_id = %s",
+                (action_id, tenant_id),
+            )
+        conn.commit()
+    finally:
+        conn.close()
+
+    log_audit(
+        "action.assigned",
+        user_id=user_id,
+        tenant_id=tenant_id,
+        details={
+            "action_id": action_id,
+            "actor_ids": unique_actor_ids,
+            "previous_actor_ids": existing.get("assigned_actor_ids", []),
+        },
+    )
+    return get_action(tenant_id=tenant_id, action_id=action_id)
+
+
+def delete_action(
+    *,
+    tenant_id: str,
+    action_id: str,
+    user_id: Optional[str] = None,
+) -> bool:
+    conn = get_connection()
+    try:
+        with conn.cursor() as cur:
+            cur.execute(
+                "DELETE FROM actions WHERE id = %s AND tenant_id = %s RETURNING id",
+                (action_id, tenant_id),
+            )
+            deleted = cur.fetchone() is not None
+        conn.commit()
+    finally:
+        conn.close()
+
+    if deleted:
+        log_audit(
+            "action.deleted",
+            user_id=user_id,
+            tenant_id=tenant_id,
+            details={"action_id": action_id},
+        )
+    return deleted
+
+
+def list_open_actions_for_actor(
+    *, tenant_id: str, actor_id: str
+) -> list[dict[str, Any]]:
+    conn = get_connection()
+    try:
+        with conn.cursor(cursor_factory=RealDictCursor) as cur:
+            cur.execute(
+                """
+                SELECT a.id, a.tenant_id, a.initiative_id, a.title, a.description,
+                       a.status, a.priority, a.due_at, a.created_at, a.updated_at,
+                       i.title AS initiative_title
+                FROM actions a
+                JOIN action_assignments aa ON aa.action_id = a.id AND aa.tenant_id = a.tenant_id
+                JOIN initiatives i ON i.id = a.initiative_id AND i.tenant_id = a.tenant_id
+                WHERE a.tenant_id = %s
+                  AND aa.actor_id = %s
+                  AND a.status = ANY(%s)
+                ORDER BY
+                    CASE a.priority
+                        WHEN 'high' THEN 0
+                        WHEN 'normal' THEN 1
+                        WHEN 'low' THEN 2
+                    END,
+                    a.updated_at DESC
+                """,
+                (tenant_id, actor_id, list(OPEN_ACTION_STATUSES)),
+            )
+            actions = [_serialize_row(dict(row)) for row in cur.fetchall()]
+    finally:
+        conn.close()
+    return _attach_assignments(actions, tenant_id=tenant_id)
+
+
+def unplan_action_to_backlog(
+    *,
+    tenant_id: str,
+    action_id: str,
+    user_id: Optional[str] = None,
+    carryover: bool = False,
+) -> dict[str, Any]:
+    """Entfernt ein Arbeitspaket aus dem Sprint und stellt es im Eingang wieder her."""
+    existing = get_action(tenant_id=tenant_id, action_id=action_id)
+    if not existing:
+        raise ValueError("Arbeitspaket nicht gefunden")
+    allowed = CARRYOVER_UNPLAN_STATUSES if carryover else UNPLAN_ALLOWED_STATUSES
+    if existing["status"] not in allowed:
+        raise ValueError(
+            "Arbeitspaket kann in diesem Status nicht zurück in den Eingang geschoben werden"
+            if carryover
+            else "Nur offene oder bereite Arbeitspakete können zurück in den Eingang"
+        )
+
+    initiative_id = existing["initiative_id"]
+    item_kind = _action_kind_to_item_kind(existing.get("action_kind") or "delivery")
+
+    conn = get_connection()
+    try:
+        with conn.cursor(cursor_factory=RealDictCursor) as cur:
+            cur.execute(
+                """
+                SELECT id
+                FROM backlog_items
+                WHERE tenant_id = %s AND converted_action_id = %s
+                """,
+                (tenant_id, action_id),
+            )
+            linked = cur.fetchone()
+
+            if linked:
+                backlog_id = str(linked["id"])
+                cur.execute(
+                    """
+                    UPDATE backlog_items
+                    SET status = 'accepted',
+                        converted_action_id = NULL,
+                        title = %s,
+                        description = %s,
+                        priority = %s,
+                        roadmap_item_id = %s,
+                        item_kind = %s,
+                        parent_action_id = %s,
+                        updated_at = NOW()
+                    WHERE id = %s AND tenant_id = %s
+                    RETURNING id, tenant_id, initiative_id, title, description, status,
+                              priority, roadmap_item_id, converted_action_id, sort_order,
+                              item_kind, parent_action_id, created_at, updated_at
+                    """,
+                    (
+                        existing["title"],
+                        existing.get("description") or "",
+                        existing["priority"],
+                        existing.get("roadmap_item_id"),
+                        item_kind,
+                        existing.get("parent_action_id"),
+                        backlog_id,
+                        tenant_id,
+                    ),
+                )
+                backlog_row = _serialize_row(dict(cur.fetchone()))
+            else:
+                cur.execute(
+                    """
+                    SELECT COALESCE(MAX(sort_order), -10) + 10 AS next_order
+                    FROM backlog_items
+                    WHERE tenant_id = %s AND initiative_id = %s
+                    """,
+                    (tenant_id, initiative_id),
+                )
+                next_order = int(cur.fetchone()["next_order"])
+                cur.execute(
+                    """
+                    INSERT INTO backlog_items (
+                        tenant_id, initiative_id, title, description, status, priority,
+                        roadmap_item_id, sort_order, item_kind, parent_action_id
+                    )
+                    VALUES (%s, %s, %s, %s, 'accepted', %s, %s, %s, %s, %s)
+                    RETURNING id, tenant_id, initiative_id, title, description, status,
+                              priority, roadmap_item_id, converted_action_id, sort_order,
+                              item_kind, parent_action_id, created_at, updated_at
+                    """,
+                    (
+                        tenant_id,
+                        initiative_id,
+                        existing["title"],
+                        existing.get("description") or "",
+                        existing["priority"],
+                        existing.get("roadmap_item_id"),
+                        next_order,
+                        item_kind,
+                        existing.get("parent_action_id"),
+                    ),
+                )
+                backlog_row = _serialize_row(dict(cur.fetchone()))
+
+            cur.execute(
+                """
+                UPDATE actions
+                SET status = 'discarded',
+                    work_cycle_id = NULL,
+                    updated_at = NOW()
+                WHERE id = %s AND tenant_id = %s
+                RETURNING id, tenant_id, initiative_id, project_id, roadmap_item_id,
+                          work_cycle_id, title, description, status, priority, due_at,
+                          sort_order, action_kind, parent_action_id, created_at, updated_at
+                """,
+                (action_id, tenant_id),
+            )
+            action_row = _serialize_row(dict(cur.fetchone()))
+        conn.commit()
+    finally:
+        conn.close()
+
+    action_result = get_action(tenant_id=tenant_id, action_id=action_id)
+    log_audit(
+        "action.unplanned_to_backlog",
+        user_id=user_id,
+        tenant_id=tenant_id,
+        details={
+            "action_id": action_id,
+            "backlog_item_id": backlog_row["id"],
+            "initiative_id": initiative_id,
+        },
+    )
+    return {"backlog_item": backlog_row, "action": action_result or action_row}

backend/services/actor_service_tokens.py

@@ -0,0 +1,280 @@
+"""Actor Service Tokens — AP1.7c (machine auth for Operational API)."""
+
+from __future__ import annotations
+
+import hashlib
+import json
+import secrets
+from datetime import datetime, timedelta, timezone
+from typing import Any, Optional
+
+from psycopg2.extras import RealDictCursor
+
+from db import get_connection
+from services.audit import log_audit
+
+TOKEN_PREFIX = "kairo_at_"
+DEFAULT_AGENT_CAPABILITIES: tuple[str, ...] = (
+    "kairo.initiative.read",
+    "kairo.action.read",
+    "kairo.action.manage",
+    "kairo.blocker.read",
+    "kairo.blocker.manage",
+    "kairo.evidence.read",
+    "kairo.evidence.manage",
+    "kairo.backlog.read",
+    "kairo.backlog.manage",
+    "kairo.decision.read",
+    "kairo.decision.manage",
+    "kairo.recurring.read",
+    "kairo.recurring.manage",
+)
+
+ALLOWED_TOKEN_CAPABILITIES = frozenset(DEFAULT_AGENT_CAPABILITIES)
+
+
+def _hash_token(raw_token: str) -> str:
+    return hashlib.sha256(raw_token.encode("utf-8")).hexdigest()
+
+
+def _generate_token_parts() -> tuple[str, str, str]:
+    prefix = secrets.token_hex(6)
+    secret = secrets.token_urlsafe(24)
+    raw = f"{TOKEN_PREFIX}{prefix}_{secret}"
+    return prefix, secret, raw
+
+
+def _validate_capabilities(capabilities: list[str]) -> list[str]:
+    if not capabilities:
+        return list(DEFAULT_AGENT_CAPABILITIES)
+    invalid = [cap for cap in capabilities if cap not in ALLOWED_TOKEN_CAPABILITIES]
+    if invalid:
+        raise ValueError(f"Capabilities nicht erlaubt für Service Token: {', '.join(invalid)}")
+    return sorted(set(capabilities))
+
+
+def _serialize_token_row(row: dict[str, Any], *, include_actor: bool = False) -> dict[str, Any]:
+    item = {
+        "id": str(row["id"]),
+        "tenant_id": str(row["tenant_id"]),
+        "actor_id": str(row["actor_id"]),
+        "label": row["label"],
+        "token_prefix": row["token_prefix"],
+        "capabilities": list(row.get("capabilities") or []),
+        "is_active": bool(row["is_active"]),
+        "expires_at": row["expires_at"].isoformat() if row.get("expires_at") else None,
+        "last_used_at": row["last_used_at"].isoformat() if row.get("last_used_at") else None,
+        "created_at": row["created_at"].isoformat() if row.get("created_at") else None,
+        "revoked_at": row["revoked_at"].isoformat() if row.get("revoked_at") else None,
+    }
+    if include_actor and row.get("actor_name"):
+        item["actor_name"] = row["actor_name"]
+        item["actor_type"] = row.get("actor_type")
+    return item
+
+
+def create_service_token(
+    *,
+    tenant_id: str,
+    actor_id: str,
+    label: str,
+    created_by_user_id: Optional[str] = None,
+    capabilities: Optional[list[str]] = None,
+    expires_in_days: Optional[int] = 365,
+) -> dict[str, Any]:
+    label = label.strip()
+    if not label:
+        raise ValueError("Label ist erforderlich")
+
+    caps = _validate_capabilities(list(capabilities or []))
+    prefix, _secret, raw_token = _generate_token_parts()
+    token_hash = _hash_token(raw_token)
+    expires_at = None
+    if expires_in_days and expires_in_days > 0:
+        expires_at = datetime.now(timezone.utc) + timedelta(days=expires_in_days)
+
+    conn = get_connection()
+    try:
+        with conn.cursor(cursor_factory=RealDictCursor) as cur:
+            cur.execute(
+                """
+                SELECT id, actor_type, name, is_active
+                FROM actors
+                WHERE id = %s AND tenant_id = %s
+                """,
+                (actor_id, tenant_id),
+            )
+            actor = cur.fetchone()
+            if not actor:
+                raise ValueError("Actor nicht gefunden")
+            if not actor["is_active"]:
+                raise ValueError("Actor ist inaktiv")
+
+            cur.execute(
+                """
+                INSERT INTO actor_service_tokens (
+                    tenant_id, actor_id, label, token_prefix, token_hash,
+                    capabilities, expires_at, created_by_user_id
+                )
+                VALUES (%s, %s, %s, %s, %s, %s::jsonb, %s, %s)
+                RETURNING id, tenant_id, actor_id, label, token_prefix, capabilities,
+                          is_active, expires_at, last_used_at, created_at, revoked_at
+                """,
+                (
+                    tenant_id,
+                    actor_id,
+                    label,
+                    prefix,
+                    token_hash,
+                    json.dumps(caps),
+                    expires_at,
+                    created_by_user_id,
+                ),
+            )
+            row = dict(cur.fetchone())
+        conn.commit()
+    finally:
+        conn.close()
+
+    log_audit(
+        "actor_service_token.created",
+        user_id=created_by_user_id,
+        tenant_id=tenant_id,
+        details={"token_id": str(row["id"]), "actor_id": actor_id, "label": label},
+    )
+
+    result = _serialize_token_row(row)
+    result["token"] = raw_token
+    return result
+
+
+def list_service_tokens_for_actor(
+    *, tenant_id: str, actor_id: str, include_revoked: bool = False
+) -> list[dict[str, Any]]:
+    conn = get_connection()
+    try:
+        with conn.cursor(cursor_factory=RealDictCursor) as cur:
+            conditions = ["t.tenant_id = %s", "t.actor_id = %s"]
+            params: list[Any] = [tenant_id, actor_id]
+            if not include_revoked:
+                conditions.append("t.revoked_at IS NULL")
+            where = " AND ".join(conditions)
+            cur.execute(
+                f"""
+                SELECT t.id, t.tenant_id, t.actor_id, t.label, t.token_prefix,
+                       t.capabilities, t.is_active, t.expires_at, t.last_used_at,
+                       t.created_at, t.revoked_at
+                FROM actor_service_tokens t
+                WHERE {where}
+                ORDER BY t.created_at DESC
+                """,
+                params,
+            )
+            return [_serialize_token_row(dict(row)) for row in cur.fetchall()]
+    finally:
+        conn.close()
+
+
+def revoke_service_token(
+    *, tenant_id: str, token_id: str, user_id: Optional[str] = None
+) -> bool:
+    conn = get_connection()
+    try:
+        with conn.cursor() as cur:
+            cur.execute(
+                """
+                UPDATE actor_service_tokens
+                SET is_active = FALSE, revoked_at = NOW()
+                WHERE id = %s AND tenant_id = %s AND revoked_at IS NULL
+                """,
+                (token_id, tenant_id),
+            )
+            updated = cur.rowcount > 0
+        conn.commit()
+    finally:
+        conn.close()
+
+    if updated:
+        log_audit(
+            "actor_service_token.revoked",
+            user_id=user_id,
+            tenant_id=tenant_id,
+            details={"token_id": token_id},
+        )
+    return updated
+
+
+def validate_service_token(raw_token: str) -> Optional[dict[str, Any]]:
+    """Resolve token → auth context dict or None."""
+    token = (raw_token or "").strip()
+    if not token.startswith(TOKEN_PREFIX) or len(token) < 20:
+        return None
+
+    token_hash = _hash_token(token)
+    conn = get_connection()
+    try:
+        with conn.cursor(cursor_factory=RealDictCursor) as cur:
+            cur.execute(
+                """
+                SELECT
+                    t.id,
+                    t.tenant_id,
+                    t.actor_id,
+                    t.capabilities,
+                    t.is_active,
+                    t.expires_at,
+                    t.revoked_at,
+                    a.name AS actor_name,
+                    a.actor_type,
+                    a.is_active AS actor_is_active,
+                    tn.slug AS tenant_slug,
+                    tn.name AS tenant_name
+                FROM actor_service_tokens t
+                JOIN actors a ON a.id = t.actor_id AND a.tenant_id = t.tenant_id
+                JOIN tenants tn ON tn.id = t.tenant_id
+                WHERE t.token_hash = %s
+                LIMIT 1
+                """,
+                (token_hash,),
+            )
+            row = cur.fetchone()
+            if not row:
+                return None
+            row = dict(row)
+            if not row["is_active"] or row.get("revoked_at"):
+                return None
+            if not row["actor_is_active"] or not row.get("tenant_slug"):
+                return None
+            if row.get("expires_at"):
+                expires = row["expires_at"]
+                if expires.tzinfo is None:
+                    expires = expires.replace(tzinfo=timezone.utc)
+                if expires <= datetime.now(timezone.utc):
+                    return None
+
+            cur.execute(
+                """
+                UPDATE actor_service_tokens
+                SET last_used_at = NOW()
+                WHERE id = %s
+                """,
+                (str(row["id"]),),
+            )
+        conn.commit()
+
+        caps = row.get("capabilities") or []
+        if isinstance(caps, str):
+            caps = json.loads(caps)
+
+        return {
+            "token_id": str(row["id"]),
+            "tenant_id": str(row["tenant_id"]),
+            "tenant_slug": row["tenant_slug"],
+            "tenant_name": row["tenant_name"],
+            "actor_id": str(row["actor_id"]),
+            "actor_name": row["actor_name"],
+            "actor_type": row["actor_type"],
+            "capabilities": frozenset(str(c) for c in caps),
+        }
+    finally:
+        conn.close()

backend/services/actors.py

@@ -1,4 +1,4 @@
-"""Actor creation helpers — User and Actor remain separate concepts."""
+"""Actor creation and directory helpers — User and Actor remain separate concepts."""
 
 from __future__ import annotations
 
@@ -10,6 +10,20 @@ from db import get_connection
 
 ActorType = Literal["human", "agent", "working_group", "external_system"]
 
+ACTOR_TYPES = frozenset({"human", "agent", "working_group", "external_system"})
+
+
+def _serialize_actor(row: dict[str, Any], *, include_user_id: bool = False) -> dict[str, Any]:
+    result = {
+        "id": str(row["id"]),
+        "name": row["name"],
+        "actor_type": row["actor_type"],
+        "is_active": bool(row["is_active"]),
+    }
+    if include_user_id and row.get("user_id"):
+        result["user_id"] = str(row["user_id"])
+    return result
+
 
 def create_actor(
     *,
@@ -66,3 +80,70 @@ def get_human_actor(tenant_id: str, user_id: str) -> Optional[dict[str, Any]]:
             return result
     finally:
         conn.close()
+
+
+def list_actors(
+    *,
+    tenant_id: str,
+    actor_type: Optional[str] = None,
+    include_inactive: bool = False,
+    q: Optional[str] = None,
+) -> list[dict[str, Any]]:
+    if actor_type is not None and actor_type not in ACTOR_TYPES:
+        raise ValueError(f"Ungültiger actor_type: {actor_type}")
+
+    conditions = ["tenant_id = %s"]
+    params: list[Any] = [tenant_id]
+
+    if not include_inactive:
+        conditions.append("is_active = TRUE")
+    if actor_type:
+        conditions.append("actor_type = %s")
+        params.append(actor_type)
+    if q:
+        conditions.append("name ILIKE %s")
+        params.append(f"%{q.strip()}%")
+
+    where = " AND ".join(conditions)
+    conn = get_connection()
+    try:
+        with conn.cursor(cursor_factory=RealDictCursor) as cur:
+            cur.execute(
+                f"""
+                SELECT id, actor_type, name, user_id, is_active
+                FROM actors
+                WHERE {where}
+                ORDER BY
+                    CASE actor_type
+                        WHEN 'human' THEN 0
+                        WHEN 'working_group' THEN 1
+                        WHEN 'agent' THEN 2
+                        ELSE 3
+                    END,
+                    name
+                """,
+                params,
+            )
+            return [_serialize_actor(dict(row)) for row in cur.fetchall()]
+    finally:
+        conn.close()
+
+
+def get_actor(*, tenant_id: str, actor_id: str) -> Optional[dict[str, Any]]:
+    conn = get_connection()
+    try:
+        with conn.cursor(cursor_factory=RealDictCursor) as cur:
+            cur.execute(
+                """
+                SELECT id, actor_type, name, user_id, is_active
+                FROM actors
+                WHERE id = %s AND tenant_id = %s
+                """,
+                (actor_id, tenant_id),
+            )
+            row = cur.fetchone()
+            if not row:
+                return None
+            return _serialize_actor(dict(row))
+    finally:
+        conn.close()

backend/services/archetype_starter_kit.py

@@ -0,0 +1,539 @@
+"""Archetyp Starter-Kits — AP2.2a (guided creation without Structure Builder)."""
+
+from __future__ import annotations
+
+from datetime import datetime, timezone
+from typing import Any, Optional
+
+from entity_archetypes import resolve_default_method_key
+
+# Stufe-A Archetypen mit automatischem Starter-Kit bei Anlage
+STARTER_KIT_ARCHETYPES = frozenset(
+    {
+        "initiative.maturity_journey",
+        "initiative.linear_project",
+        "initiative.product",
+        "initiative.program",
+    }
+)
+
+_GUIDANCE: dict[str, str] = {
+    "initiative.maturity_journey": (
+        "Aktuelle Stufe und heutige Übung steuern deinen nächsten Schritt."
+    ),
+    "initiative.linear_project": (
+        "Kritischer Pfad und Abhängigkeiten steuern Next — nicht die Gesamtliste."
+    ),
+    "initiative.product": (
+        "Eingang triagieren, dann committete Actions — optional Sprint-Zeitbox (B3)."
+    ),
+    "initiative.program": (
+        "Programm mit Abschluss — Gate-Horizont in Kontrolle."
+    ),
+}
+
+_PROFILE_HINTS: dict[str, list[str]] = {
+    "initiative.maturity_journey": ["maturity.karate_kumite"],
+    "initiative.linear_project": ["project.agile_iteration"],
+    "initiative.product": ["product.kairo_dev"],
+    "initiative.program": [],
+}
+
+
+def _find_by_title(items: list[dict[str, Any]], title: str) -> Optional[dict[str, Any]]:
+    for item in items:
+        if item.get("title") == title:
+            return item
+    return None
+
+
+def supports_starter_kit(archetype_key: str) -> bool:
+    return archetype_key in STARTER_KIT_ARCHETYPES
+
+
+def get_starter_preview(
+    *,
+    archetype_key: str,
+    method_profile_key: Optional[str] = None,
+) -> dict[str, Any]:
+    method_key = resolve_default_method_key(archetype_key)
+    items: list[dict[str, Any]] = []
+
+    if archetype_key == "initiative.maturity_journey":
+        items = [
+            {"kind": "maturity_stage", "title": "Stufe 1 — Basis", "status": "active"},
+            {"kind": "maturity_stage", "title": "Stufe 2 — Aufbau", "status": "planned"},
+            {"kind": "maturity_stage", "title": "Stufe 3 — Ziel", "status": "planned"},
+            {"kind": "project", "title": "Training"},
+            {"kind": "recurring", "title": "Vorbeuge-Dehnung"},
+            {"kind": "recurring", "title": "Hüftöffner (Schmetterling)"},
+        ]
+    elif archetype_key == "initiative.linear_project":
+        items = [
+            {"kind": "milestone", "title": "G1 — Planung", "status": "active"},
+            {"kind": "milestone", "title": "G2 — Vorbereitung", "status": "planned"},
+            {"kind": "milestone", "title": "G3 — Umsetzung", "status": "planned"},
+            {"kind": "milestone", "title": "G4 — Abschluss", "status": "planned"},
+            {"kind": "project", "title": "Hauptpfad"},
+            {"kind": "project", "title": "Begleitung"},
+            {"kind": "action", "title": "Erster Schritt — Planung konkretisieren"},
+        ]
+    elif archetype_key == "initiative.product":
+        items = [
+            {"kind": "milestone", "title": "Orientierung", "status": "active"},
+            {"kind": "milestone", "title": "Nächster Release-Horizont", "status": "planned"},
+            {"kind": "project", "title": "Entwicklung"},
+            {"kind": "project", "title": "Betrieb"},
+            {"kind": "backlog_item", "title": "Idee / Issue"},
+            {"kind": "hint", "title": "Optional: Sprint-Zeitbox unter Plan anlegen (B3)"},
+        ]
+    elif archetype_key == "initiative.program":
+        items = [
+            {"kind": "milestone", "title": "Phase 1 — Start", "status": "active"},
+            {"kind": "milestone", "title": "Phase 2 — Lieferung", "status": "planned"},
+            {"kind": "milestone", "title": "Abschluss", "status": "planned"},
+        ]
+
+    return {
+        "archetype_key": archetype_key,
+        "method_key": method_key,
+        "method_profile_key": method_profile_key,
+        "supported": supports_starter_kit(archetype_key),
+        "guidance": _GUIDANCE.get(archetype_key, ""),
+        "method_profile_hints": _PROFILE_HINTS.get(archetype_key, []),
+        "items": items,
+    }
+
+
+def apply_starter_kit(
+    *,
+    tenant_id: str,
+    initiative_id: str,
+    archetype_key: str,
+    owner_actor_id: Optional[str] = None,
+    user_id: Optional[str] = None,
+) -> dict[str, Any]:
+    """Apply idempotent starter structure for supported Stufe-A archetypes."""
+    if not supports_starter_kit(archetype_key):
+        return {"applied": False, "reason": "unsupported_archetype"}
+
+    from services.roadmap import list_roadmap_items_for_initiative
+
+    existing = list_roadmap_items_for_initiative(
+        tenant_id=tenant_id, initiative_id=initiative_id
+    )
+    if existing:
+        return {"applied": False, "reason": "structure_exists"}
+
+    created: dict[str, list[str]] = {
+        "roadmap_items": [],
+        "projects": [],
+        "recurring": [],
+        "backlog_items": [],
+        "actions": [],
+    }
+
+    if archetype_key == "initiative.maturity_journey":
+        created = _apply_a1(
+            tenant_id=tenant_id,
+            initiative_id=initiative_id,
+            user_id=user_id,
+        )
+    elif archetype_key == "initiative.linear_project":
+        created = _apply_a2(
+            tenant_id=tenant_id,
+            initiative_id=initiative_id,
+            user_id=user_id,
+        )
+    elif archetype_key == "initiative.product":
+        created = _apply_b2b(
+            tenant_id=tenant_id,
+            initiative_id=initiative_id,
+            user_id=user_id,
+        )
+    elif archetype_key == "initiative.program":
+        created = _apply_b2a(
+            tenant_id=tenant_id,
+            initiative_id=initiative_id,
+            user_id=user_id,
+        )
+
+    from services.audit import log_audit
+
+    log_audit(
+        "initiative.starter_kit_applied",
+        user_id=user_id,
+        tenant_id=tenant_id,
+        details={
+            "initiative_id": initiative_id,
+            "archetype_key": archetype_key,
+            "created": created,
+        },
+    )
+
+    return {
+        "applied": True,
+        "archetype_key": archetype_key,
+        "guidance": _GUIDANCE.get(archetype_key, ""),
+        "created": created,
+    }
+
+
+def _apply_a1(
+    *,
+    tenant_id: str,
+    initiative_id: str,
+    user_id: Optional[str],
+) -> dict[str, list[str]]:
+    from services.projects import create_project, list_projects_for_initiative
+    from services.roadmap import create_roadmap_item
+
+    roadmap_ids: list[str] = []
+    stage_defs = [
+        ("Stufe 1 — Basis", "active"),
+        ("Stufe 2 — Aufbau", "planned"),
+        ("Stufe 3 — Ziel", "planned"),
+    ]
+    stage_items: list[dict[str, Any]] = []
+    for index, (title, status) in enumerate(stage_defs):
+        item = create_roadmap_item(
+            tenant_id=tenant_id,
+            initiative_id=initiative_id,
+            title=title,
+            item_type="maturity_stage",
+            status=status,  # type: ignore[arg-type]
+            sort_order=index * 10,
+            user_id=user_id,
+        )
+        roadmap_ids.append(item["id"])
+        stage_items.append(item)
+
+    projects = list_projects_for_initiative(tenant_id=tenant_id, initiative_id=initiative_id)
+    if not _find_by_title(projects, "Training"):
+        create_project(
+            tenant_id=tenant_id,
+            initiative_id=initiative_id,
+            title="Training",
+            description="Übungs- und Trainingsstruktur",
+            sort_order=0,
+            user_id=user_id,
+        )
+
+    from services.maturity_practice import seed_practices_for_stage
+
+    exercises = seed_practices_for_stage(
+        tenant_id=tenant_id,
+        initiative_id=initiative_id,
+        stage=stage_items[0],
+        user_id=user_id,
+    )
+
+    return {
+        "roadmap_items": roadmap_ids,
+        "projects": ["Training"],
+        "recurring": [e["title"] for e in exercises],
+    }
+
+
+def _apply_a2(
+    *,
+    tenant_id: str,
+    initiative_id: str,
+    user_id: Optional[str],
+) -> dict[str, list[str]]:
+    from services.projects import create_project, list_projects_for_initiative
+    from services.roadmap import add_dependency, create_roadmap_item
+
+    gate_titles = [
+        ("G1 — Planung", "active"),
+        ("G2 — Vorbereitung", "planned"),
+        ("G3 — Umsetzung", "planned"),
+        ("G4 — Abschluss", "planned"),
+    ]
+    gate_ids: list[str] = []
+    for index, (title, status) in enumerate(gate_titles):
+        item = create_roadmap_item(
+            tenant_id=tenant_id,
+            initiative_id=initiative_id,
+            title=title,
+            item_type="milestone",
+            status=status,  # type: ignore[arg-type]
+            sort_order=index * 10,
+            user_id=user_id,
+        )
+        gate_ids.append(item["id"])
+
+    for index in range(1, len(gate_ids)):
+        try:
+            add_dependency(
+                tenant_id=tenant_id,
+                from_item_id=gate_ids[index],
+                to_item_id=gate_ids[index - 1],
+                dependency_type="requires",
+            )
+        except ValueError as exc:
+            if "existiert bereits" not in str(exc):
+                raise
+
+    projects = list_projects_for_initiative(tenant_id=tenant_id, initiative_id=initiative_id)
+    for index, title in enumerate(["Hauptpfad", "Begleitung"]):
+        if not _find_by_title(projects, title):
+            create_project(
+                tenant_id=tenant_id,
+                initiative_id=initiative_id,
+                title=title,
+                description=f"Ist-Struktur — {title}",
+                sort_order=index,
+                user_id=user_id,
+            )
+
+    from services.actions import create_action, list_actions_for_initiative
+
+    projects = list_projects_for_initiative(tenant_id=tenant_id, initiative_id=initiative_id)
+    hauptpfad = _find_by_title(projects, "Hauptpfad")
+    actions = list_actions_for_initiative(tenant_id=tenant_id, initiative_id=initiative_id)
+    if not _find_by_title(actions, "Erster Schritt — Planung konkretisieren"):
+        create_action(
+            tenant_id=tenant_id,
+            initiative_id=initiative_id,
+            title="Erster Schritt — Planung konkretisieren",
+            description="Starter-Arbeitspaket am ersten Gate",
+            status="open",
+            roadmap_item_id=gate_ids[0],
+            project_id=hauptpfad["id"] if hauptpfad else None,
+            sort_order=0,
+            user_id=user_id,
+        )
+
+    return {
+        "roadmap_items": gate_ids,
+        "projects": ["Hauptpfad", "Begleitung"],
+        "actions": ["Erster Schritt — Planung konkretisieren"],
+    }
+
+
+def _retire_legacy_linear_stages_for_progression(
+    *,
+    tenant_id: str,
+    initiative_id: str,
+    keep_gate_ids: frozenset[str],
+    user_id: Optional[str] = None,
+) -> None:
+    """Starter-Kit-Stufen zurückstellen, wenn Join-Graph angelegt wird."""
+    from services.maturity_practice import list_practices_for_stage, update_recurring_element
+    from services.roadmap import list_roadmap_items_for_initiative, update_roadmap_item
+
+    for item in list_roadmap_items_for_initiative(
+        tenant_id=tenant_id, initiative_id=initiative_id
+    ):
+        if item.get("item_type") != "maturity_stage":
+            continue
+        if str(item["id"]) in keep_gate_ids:
+            continue
+        if item.get("status") not in ("active", "at_risk"):
+            continue
+        update_roadmap_item(
+            tenant_id=tenant_id,
+            item_id=item["id"],
+            status="planned",
+            user_id=user_id,
+        )
+        for practice in list_practices_for_stage(
+            tenant_id=tenant_id,
+            initiative_id=initiative_id,
+            stage_id=item["id"],
+        ):
+            if practice.get("status") == "active":
+                update_recurring_element(
+                    tenant_id=tenant_id,
+                    recurring_id=practice["id"],
+                    status="paused",
+                    user_id=user_id,
+                )
+
+
+def apply_a1_progression_demo(
+    *,
+    tenant_id: str,
+    initiative_id: str,
+    user_id: Optional[str] = None,
+) -> dict[str, Any]:
+    """PO-Kernbild: 2 parallele Gates → Join → Ausgänge (AP-A1-PM-6). Idempotent wenn Struktur existiert."""
+    from services.maturity_practice import seed_practices_for_stage
+    from services.roadmap import add_dependency, create_roadmap_item, list_roadmap_items_for_initiative
+
+    existing = list_roadmap_items_for_initiative(
+        tenant_id=tenant_id, initiative_id=initiative_id
+    )
+    if any(item.get("item_type") == "join_gate" for item in existing):
+        return {"applied": False, "reason": "progression_exists"}
+
+    d1 = create_roadmap_item(
+        tenant_id=tenant_id,
+        initiative_id=initiative_id,
+        title="Dehnung — Einstieg",
+        item_type="maturity_stage",
+        status="active",
+        sort_order=10,
+        user_id=user_id,
+    )
+    h1 = create_roadmap_item(
+        tenant_id=tenant_id,
+        initiative_id=initiative_id,
+        title="Hüftrotation — Einstieg",
+        item_type="maturity_stage",
+        status="active",
+        sort_order=20,
+        user_id=user_id,
+    )
+    join = create_roadmap_item(
+        tenant_id=tenant_id,
+        initiative_id=initiative_id,
+        title="Mawashi Geri zur Hüfte",
+        item_type="join_gate",
+        status="planned",
+        sort_order=30,
+        user_id=user_id,
+    )
+    d2 = create_roadmap_item(
+        tenant_id=tenant_id,
+        initiative_id=initiative_id,
+        title="Dehnung — nach Join",
+        item_type="maturity_stage",
+        status="planned",
+        sort_order=40,
+        user_id=user_id,
+    )
+    h2 = create_roadmap_item(
+        tenant_id=tenant_id,
+        initiative_id=initiative_id,
+        title="Hüftrotation — nach Join",
+        item_type="maturity_stage",
+        status="planned",
+        sort_order=50,
+        user_id=user_id,
+    )
+
+    for from_id, to_id in (
+        (join["id"], d1["id"]),
+        (join["id"], h1["id"]),
+        (d2["id"], join["id"]),
+        (h2["id"], join["id"]),
+    ):
+        try:
+            add_dependency(
+                tenant_id=tenant_id,
+                from_item_id=from_id,
+                to_item_id=to_id,
+                dependency_type="requires",
+                user_id=user_id,
+            )
+        except ValueError as exc:
+            if "existiert bereits" not in str(exc):
+                raise
+
+    seed_practices_for_stage(
+        tenant_id=tenant_id, initiative_id=initiative_id, stage=d1, user_id=user_id
+    )
+    seed_practices_for_stage(
+        tenant_id=tenant_id, initiative_id=initiative_id, stage=h1, user_id=user_id
+    )
+
+    _retire_legacy_linear_stages_for_progression(
+        tenant_id=tenant_id,
+        initiative_id=initiative_id,
+        keep_gate_ids=frozenset(
+            str(gate["id"]) for gate in (d1, h1, d2, h2)
+        ),
+        user_id=user_id,
+    )
+
+    return {
+        "applied": True,
+        "join": join["title"],
+        "active_gates": [d1["title"], h1["title"]],
+    }
+
+
+def _apply_b2b(
+    *,
+    tenant_id: str,
+    initiative_id: str,
+    user_id: Optional[str],
+) -> dict[str, list[str]]:
+    from services.backlog import create_backlog_item, list_backlog_for_initiative
+    from services.projects import create_project, list_projects_for_initiative
+    from services.roadmap import create_roadmap_item
+
+    roadmap_ids: list[str] = []
+    for index, (title, status) in enumerate(
+        [("Orientierung", "active"), ("Nächster Release-Horizont", "planned")]
+    ):
+        item = create_roadmap_item(
+            tenant_id=tenant_id,
+            initiative_id=initiative_id,
+            title=title,
+            item_type="milestone",
+            status=status,  # type: ignore[arg-type]
+            sort_order=index * 10,
+            user_id=user_id,
+        )
+        roadmap_ids.append(item["id"])
+
+    projects = list_projects_for_initiative(tenant_id=tenant_id, initiative_id=initiative_id)
+    for index, title in enumerate(["Entwicklung", "Betrieb"]):
+        if not _find_by_title(projects, title):
+            create_project(
+                tenant_id=tenant_id,
+                initiative_id=initiative_id,
+                title=title,
+                description=f"Ist-Struktur — {title}",
+                sort_order=index,
+                user_id=user_id,
+            )
+
+    backlog = list_backlog_for_initiative(tenant_id=tenant_id, initiative_id=initiative_id)
+    if not _find_by_title(backlog, "Idee / Issue"):
+        create_backlog_item(
+            tenant_id=tenant_id,
+            initiative_id=initiative_id,
+            title="Idee / Issue",
+            description="Product Backlog — noch nicht committet",
+            user_id=user_id,
+        )
+
+    return {
+        "roadmap_items": roadmap_ids,
+        "projects": ["Entwicklung", "Betrieb"],
+        "backlog_items": ["Idee / Issue"],
+    }
+
+
+def _apply_b2a(
+    *,
+    tenant_id: str,
+    initiative_id: str,
+    user_id: Optional[str],
+) -> dict[str, list[str]]:
+    from services.roadmap import create_roadmap_item
+
+    roadmap_ids: list[str] = []
+    for index, (title, status) in enumerate(
+        [
+            ("Phase 1 — Start", "active"),
+            ("Phase 2 — Lieferung", "planned"),
+            ("Abschluss", "planned"),
+        ]
+    ):
+        item = create_roadmap_item(
+            tenant_id=tenant_id,
+            initiative_id=initiative_id,
+            title=title,
+            item_type="milestone",
+            status=status,  # type: ignore[arg-type]
+            sort_order=index * 10,
+            user_id=user_id,
+        )
+        roadmap_ids.append(item["id"])
+
+    return {"roadmap_items": roadmap_ids}

backend/services/audit.py

@@ -23,7 +23,7 @@ def log_audit(
                 INSERT INTO audit_log (action, user_id, tenant_id, details)
                 VALUES (%s, %s, %s, %s::jsonb)
                 """,
-                (action, user_id, tenant_id, json.dumps(details or {})),
+                (action, user_id or None, tenant_id, json.dumps(details or {})),
             )
         conn.commit()
     finally:

backend/services/backlog.py

@@ -0,0 +1,587 @@
+"""BacklogItem service — tenant-scoped CRUD + convert (AP0.8c)."""
+
+from __future__ import annotations
+
+from typing import Any, Literal, Optional
+
+from psycopg2.extras import RealDictCursor
+
+from db import get_connection
+from services.actions import create_action
+from services.audit import log_audit
+from services.initiatives import PRIORITIES, get_initiative
+from services.operating_context import get_operating_context
+from services.plan_ist import validate_roadmap_item_in_initiative
+
+BacklogStatus = Literal["new", "triaged", "accepted", "rejected", "converted"]
+BacklogItemKind = Literal["story", "bug", "issue", "epic", "tech_debt"]
+
+BACKLOG_STATUSES = frozenset({"new", "triaged", "accepted", "rejected", "converted"})
+BACKLOG_ITEM_KINDS = frozenset({"story", "bug", "issue", "epic", "tech_debt"})
+CONVERTIBLE_ITEM_KINDS = frozenset({"story", "bug", "issue", "tech_debt"})
+
+_BACKLOG_COLUMNS = """
+    id, tenant_id, initiative_id, title, description, status,
+    priority, roadmap_item_id, converted_action_id, sort_order, item_kind,
+    parent_action_id, parent_backlog_id, created_at, updated_at
+"""
+
+
+def _serialize_row(row: dict[str, Any]) -> dict[str, Any]:
+    result = dict(row)
+    for key in (
+        "id",
+        "tenant_id",
+        "initiative_id",
+        "converted_action_id",
+        "roadmap_item_id",
+        "parent_action_id",
+        "parent_backlog_id",
+    ):
+        if result.get(key):
+            result[key] = str(result[key])
+    if result.get("created_at"):
+        result["created_at"] = result["created_at"].isoformat()
+    if result.get("updated_at"):
+        result["updated_at"] = result["updated_at"].isoformat()
+    return result
+
+
+def _validate_status(status: str) -> None:
+    if status not in BACKLOG_STATUSES:
+        raise ValueError(f"Ungültiger Backlog-Status: {status}")
+
+
+def _validate_priority(priority: str) -> None:
+    if priority not in PRIORITIES:
+        raise ValueError(f"Ungültige Priorität: {priority}")
+
+
+def _validate_item_kind(item_kind: str) -> None:
+    if item_kind not in BACKLOG_ITEM_KINDS:
+        raise ValueError(f"Ungültiger Backlog-Typ: {item_kind}")
+
+
+def _backlog_vocabulary_for_initiative(*, tenant_id: str, initiative_id: str) -> dict[str, Any]:
+    context = get_operating_context(tenant_id=tenant_id, initiative_id=initiative_id)
+    if not context:
+        raise ValueError("Initiative nicht gefunden")
+    return context.get("backlog_vocabulary") or {}
+
+
+def _validate_item_kind_for_initiative(
+    *, tenant_id: str, initiative_id: str, item_kind: str
+) -> dict[str, Any]:
+    _validate_item_kind(item_kind)
+    vocabulary = _backlog_vocabulary_for_initiative(
+        tenant_id=tenant_id, initiative_id=initiative_id
+    )
+    allowed = vocabulary.get("kinds") or []
+    if allowed and item_kind not in allowed:
+        raise ValueError(
+            f"Backlog-Typ '{item_kind}' ist für dieses Vorhaben nicht erlaubt"
+        )
+    return vocabulary
+
+
+def _item_kind_to_action_kind(item_kind: str) -> str:
+    if item_kind == "bug":
+        return "bug"
+    if item_kind == "issue":
+        return "issue"
+    if item_kind == "tech_debt":
+        return "tech_debt"
+    return "delivery"
+
+
+def _validate_parent_action_in_initiative(
+    *,
+    cur,
+    tenant_id: str,
+    initiative_id: str,
+    parent_action_id: Optional[str],
+) -> None:
+    if not parent_action_id:
+        return
+    cur.execute(
+        """
+        SELECT action_kind, parent_action_id
+        FROM actions
+        WHERE id = %s AND tenant_id = %s AND initiative_id = %s
+        """,
+        (parent_action_id, tenant_id, initiative_id),
+    )
+    row = cur.fetchone()
+    if not row:
+        raise ValueError("Referenz-Arbeitspaket (Feature) nicht gefunden")
+    action_kind = row["action_kind"] if isinstance(row, dict) else row[0]
+    if action_kind in ("bug", "issue"):
+        raise ValueError("Referenz muss ein Feature-Arbeitspaket sein, kein Bug/Issue")
+
+
+def _validate_backlog_hierarchy(
+    *,
+    cur,
+    tenant_id: str,
+    initiative_id: str,
+    item_kind: str,
+    parent_backlog_id: Optional[str],
+    parent_action_id: Optional[str],
+    backlog_item_id: Optional[str] = None,
+    epic_hierarchy: bool = True,
+) -> None:
+    if item_kind == "epic" and not epic_hierarchy:
+        raise ValueError("Epic ist für dieses Vorhaben nicht verfügbar")
+
+    if item_kind == "epic":
+        if parent_backlog_id:
+            raise ValueError("Epic kann keinem übergeordneten Backlog-Item zugeordnet werden")
+        if parent_action_id:
+            raise ValueError("Epic kann keinem Arbeitspaket zugeordnet werden")
+        return
+
+    if not parent_backlog_id:
+        return
+
+    if not epic_hierarchy:
+        raise ValueError("Epic-Zuordnung ist für dieses Vorhaben nicht verfügbar")
+
+    if backlog_item_id and parent_backlog_id == backlog_item_id:
+        raise ValueError("Item kann nicht sich selbst als Epic referenzieren")
+
+    cur.execute(
+        """
+        SELECT id, item_kind, initiative_id
+        FROM backlog_items
+        WHERE id = %s AND tenant_id = %s
+        """,
+        (parent_backlog_id, tenant_id),
+    )
+    parent = cur.fetchone()
+    if not parent:
+        raise ValueError("Epic-Referenz nicht gefunden")
+    parent_initiative = parent["initiative_id"] if isinstance(parent, dict) else parent[2]
+    parent_kind = parent["item_kind"] if isinstance(parent, dict) else parent[1]
+    if str(parent_initiative) != initiative_id:
+        raise ValueError("Epic gehört zu einem anderen Vorhaben")
+    if parent_kind != "epic":
+        raise ValueError("Übergeordnetes Item muss ein Epic sein")
+
+
+def create_backlog_item(
+    *,
+    tenant_id: str,
+    initiative_id: str,
+    title: str,
+    description: str = "",
+    status: BacklogStatus = "new",
+    priority: str = "normal",
+    roadmap_item_id: Optional[str] = None,
+    sort_order: Optional[int] = None,
+    item_kind: BacklogItemKind = "story",
+    parent_action_id: Optional[str] = None,
+    parent_backlog_id: Optional[str] = None,
+    user_id: Optional[str] = None,
+) -> dict[str, Any]:
+    title = title.strip()
+    if not title:
+        raise ValueError("Titel ist erforderlich")
+    _validate_status(status)
+    _validate_priority(priority)
+    vocabulary = _validate_item_kind_for_initiative(
+        tenant_id=tenant_id, initiative_id=initiative_id, item_kind=item_kind
+    )
+    epic_hierarchy = bool((vocabulary.get("capabilities") or {}).get("epic_hierarchy"))
+    if not get_initiative(tenant_id=tenant_id, initiative_id=initiative_id):
+        raise ValueError("Initiative nicht gefunden")
+
+    conn = get_connection()
+    try:
+        with conn.cursor(cursor_factory=RealDictCursor) as cur:
+            validate_roadmap_item_in_initiative(
+                cur,
+                tenant_id=tenant_id,
+                initiative_id=initiative_id,
+                roadmap_item_id=roadmap_item_id,
+            )
+            _validate_parent_action_in_initiative(
+                cur=cur,
+                tenant_id=tenant_id,
+                initiative_id=initiative_id,
+                parent_action_id=parent_action_id,
+            )
+            _validate_backlog_hierarchy(
+                cur=cur,
+                tenant_id=tenant_id,
+                initiative_id=initiative_id,
+                item_kind=item_kind,
+                parent_backlog_id=parent_backlog_id,
+                parent_action_id=parent_action_id,
+                epic_hierarchy=epic_hierarchy,
+            )
+            cur.execute(
+                """
+                SELECT COALESCE(MAX(sort_order), -10) + 10 AS next_order
+                FROM backlog_items
+                WHERE tenant_id = %s AND initiative_id = %s
+                """,
+                (tenant_id, initiative_id),
+            )
+            next_order = int(cur.fetchone()["next_order"])
+            cur.execute(
+                f"""
+                INSERT INTO backlog_items (
+                    tenant_id, initiative_id, title, description, status, priority,
+                    roadmap_item_id, sort_order, item_kind, parent_action_id, parent_backlog_id
+                )
+                VALUES (%s, %s, %s, %s, %s, %s, %s, %s, %s, %s, %s)
+                RETURNING {_BACKLOG_COLUMNS}
+                """,
+                (
+                    tenant_id,
+                    initiative_id,
+                    title,
+                    description,
+                    status,
+                    priority,
+                    roadmap_item_id,
+                    sort_order if sort_order is not None else next_order,
+                    item_kind,
+                    parent_action_id,
+                    parent_backlog_id,
+                ),
+            )
+            row = _serialize_row(dict(cur.fetchone()))
+        conn.commit()
+    finally:
+        conn.close()
+
+    log_audit(
+        "backlog.created",
+        user_id=user_id,
+        tenant_id=tenant_id,
+        details={"backlog_item_id": row["id"], "initiative_id": initiative_id, "title": title},
+    )
+    return row
+
+
+def list_backlog_for_initiative(*, tenant_id: str, initiative_id: str) -> list[dict[str, Any]]:
+    if not get_initiative(tenant_id=tenant_id, initiative_id=initiative_id):
+        raise ValueError("Initiative nicht gefunden")
+
+    conn = get_connection()
+    try:
+        with conn.cursor(cursor_factory=RealDictCursor) as cur:
+            cur.execute(
+                f"""
+                SELECT {_BACKLOG_COLUMNS}
+                FROM backlog_items
+                WHERE tenant_id = %s AND initiative_id = %s
+                ORDER BY sort_order ASC, created_at ASC, title
+                """,
+                (tenant_id, initiative_id),
+            )
+            return [_serialize_row(dict(r)) for r in cur.fetchall()]
+    finally:
+        conn.close()
+
+
+def get_backlog_item(*, tenant_id: str, backlog_item_id: str) -> Optional[dict[str, Any]]:
+    conn = get_connection()
+    try:
+        with conn.cursor(cursor_factory=RealDictCursor) as cur:
+            cur.execute(
+                f"""
+                SELECT {_BACKLOG_COLUMNS}
+                FROM backlog_items
+                WHERE id = %s AND tenant_id = %s
+                """,
+                (backlog_item_id, tenant_id),
+            )
+            row = cur.fetchone()
+            return _serialize_row(dict(row)) if row else None
+    finally:
+        conn.close()
+
+
+def update_backlog_item(
+    *,
+    tenant_id: str,
+    backlog_item_id: str,
+    user_id: Optional[str] = None,
+    title: Optional[str] = None,
+    description: Optional[str] = None,
+    status: Optional[BacklogStatus] = None,
+    priority: Optional[str] = None,
+    roadmap_item_id: Optional[str] = None,
+    clear_roadmap_item: bool = False,
+    sort_order: Optional[int] = None,
+    item_kind: Optional[BacklogItemKind] = None,
+    parent_action_id: Optional[str] = None,
+    clear_parent_action: bool = False,
+    parent_backlog_id: Optional[str] = None,
+    clear_parent_backlog: bool = False,
+) -> Optional[dict[str, Any]]:
+    existing = get_backlog_item(tenant_id=tenant_id, backlog_item_id=backlog_item_id)
+    if not existing:
+        return None
+    if existing["status"] == "converted":
+        raise ValueError("Konvertiertes Backlog-Item kann nicht bearbeitet werden")
+
+    old_status = existing["status"]
+    updates: list[str] = []
+    params: list[Any] = []
+
+    if title is not None:
+        title = title.strip()
+        if not title:
+            raise ValueError("Titel ist erforderlich")
+        updates.append("title = %s")
+        params.append(title)
+    if description is not None:
+        updates.append("description = %s")
+        params.append(description)
+    if status is not None:
+        _validate_status(status)
+        updates.append("status = %s")
+        params.append(status)
+    if priority is not None:
+        _validate_priority(priority)
+        updates.append("priority = %s")
+        params.append(priority)
+    if clear_roadmap_item:
+        updates.append("roadmap_item_id = NULL")
+    elif roadmap_item_id is not None:
+        conn = get_connection()
+        try:
+            with conn.cursor() as cur:
+                validate_roadmap_item_in_initiative(
+                    cur,
+                    tenant_id=tenant_id,
+                    initiative_id=existing["initiative_id"],
+                    roadmap_item_id=roadmap_item_id,
+                )
+        finally:
+            conn.close()
+        updates.append("roadmap_item_id = %s")
+        params.append(roadmap_item_id)
+    if sort_order is not None:
+        updates.append("sort_order = %s")
+        params.append(sort_order)
+    if item_kind is not None:
+        _validate_item_kind(item_kind)
+        updates.append("item_kind = %s")
+        params.append(item_kind)
+
+    effective_kind = item_kind if item_kind is not None else existing.get("item_kind") or "story"
+    vocabulary = _validate_item_kind_for_initiative(
+        tenant_id=tenant_id,
+        initiative_id=existing["initiative_id"],
+        item_kind=effective_kind,
+    )
+    epic_hierarchy = bool((vocabulary.get("capabilities") or {}).get("epic_hierarchy"))
+
+    if clear_parent_action:
+        updates.append("parent_action_id = NULL")
+    elif parent_action_id is not None:
+        updates.append("parent_action_id = %s")
+        params.append(parent_action_id)
+    if clear_parent_backlog:
+        updates.append("parent_backlog_id = NULL")
+    elif parent_backlog_id is not None:
+        updates.append("parent_backlog_id = %s")
+        params.append(parent_backlog_id)
+
+    if not updates:
+        return existing
+
+    effective_parent_backlog = (
+        None
+        if clear_parent_backlog
+        else parent_backlog_id
+        if parent_backlog_id is not None
+        else existing.get("parent_backlog_id")
+    )
+    effective_parent_action = (
+        None
+        if clear_parent_action
+        else parent_action_id
+        if parent_action_id is not None
+        else existing.get("parent_action_id")
+    )
+
+    updates.append("updated_at = NOW()")
+    params.extend([backlog_item_id, tenant_id])
+
+    conn = get_connection()
+    try:
+        with conn.cursor(cursor_factory=RealDictCursor) as cur:
+            _validate_backlog_hierarchy(
+                cur=cur,
+                tenant_id=tenant_id,
+                initiative_id=existing["initiative_id"],
+                item_kind=effective_kind,
+                parent_backlog_id=effective_parent_backlog,
+                parent_action_id=effective_parent_action,
+                backlog_item_id=backlog_item_id,
+                epic_hierarchy=epic_hierarchy,
+            )
+            if parent_action_id is not None and not clear_parent_action:
+                _validate_parent_action_in_initiative(
+                    cur=cur,
+                    tenant_id=tenant_id,
+                    initiative_id=existing["initiative_id"],
+                    parent_action_id=parent_action_id,
+                )
+            cur.execute(
+                f"""
+                UPDATE backlog_items
+                SET {", ".join(updates)}
+                WHERE id = %s AND tenant_id = %s
+                RETURNING {_BACKLOG_COLUMNS}
+                """,
+                params,
+            )
+            row = cur.fetchone()
+            if not row:
+                return None
+            result = _serialize_row(dict(row))
+        conn.commit()
+    finally:
+        conn.close()
+
+    log_audit(
+        "backlog.updated",
+        user_id=user_id,
+        tenant_id=tenant_id,
+        details={"backlog_item_id": backlog_item_id},
+    )
+    if status is not None and status != old_status:
+        log_audit(
+            "backlog.status_changed",
+            user_id=user_id,
+            tenant_id=tenant_id,
+            details={
+                "backlog_item_id": backlog_item_id,
+                "from_status": old_status,
+                "to_status": status,
+            },
+        )
+    return result
+
+
+def delete_backlog_item(
+    *,
+    tenant_id: str,
+    backlog_item_id: str,
+    user_id: Optional[str] = None,
+) -> bool:
+    conn = get_connection()
+    try:
+        with conn.cursor() as cur:
+            cur.execute(
+                """
+                SELECT id FROM backlog_items
+                WHERE parent_backlog_id = %s AND tenant_id = %s AND status != 'converted'
+                LIMIT 1
+                """,
+                (backlog_item_id, tenant_id),
+            )
+            if cur.fetchone():
+                raise ValueError(
+                    "Epic mit untergeordneten Items kann nicht gelöscht werden"
+                )
+            cur.execute(
+                "DELETE FROM backlog_items WHERE id = %s AND tenant_id = %s RETURNING id",
+                (backlog_item_id, tenant_id),
+            )
+            deleted = cur.fetchone() is not None
+        conn.commit()
+    finally:
+        conn.close()
+
+    if deleted:
+        log_audit(
+            "backlog.deleted",
+            user_id=user_id,
+            tenant_id=tenant_id,
+            details={"backlog_item_id": backlog_item_id},
+        )
+    return deleted
+
+
+def convert_backlog_to_action(
+    *,
+    tenant_id: str,
+    backlog_item_id: str,
+    user_id: Optional[str] = None,
+    assigned_actor_ids: Optional[list[str]] = None,
+    work_cycle_id: Optional[str] = None,
+    assign_active_sprint: bool = True,
+) -> dict[str, Any]:
+    existing = get_backlog_item(tenant_id=tenant_id, backlog_item_id=backlog_item_id)
+    if not existing:
+        raise ValueError("Backlog-Item nicht gefunden")
+    if existing["status"] == "converted":
+        raise ValueError("Backlog-Item wurde bereits konvertiert")
+    if existing["status"] not in ("accepted", "triaged", "new"):
+        raise ValueError("Backlog-Item kann in diesem Status nicht konvertiert werden")
+
+    item_kind = existing.get("item_kind") or "story"
+    if item_kind not in CONVERTIBLE_ITEM_KINDS:
+        raise ValueError("Epic kann nicht direkt in ein Arbeitspaket umgewandelt werden")
+
+    resolved_cycle_id = work_cycle_id
+    if not resolved_cycle_id and assign_active_sprint:
+        from services.work_cycle import get_active_work_cycle
+
+        active = get_active_work_cycle(
+            tenant_id=tenant_id, initiative_id=existing["initiative_id"]
+        )
+        if active:
+            resolved_cycle_id = active["id"]
+
+    action = create_action(
+        tenant_id=tenant_id,
+        initiative_id=existing["initiative_id"],
+        title=existing["title"],
+        description=existing["description"] or "",
+        priority=existing["priority"],
+        roadmap_item_id=existing.get("roadmap_item_id"),
+        work_cycle_id=resolved_cycle_id,
+        assigned_actor_ids=assigned_actor_ids or [],
+        action_kind=_item_kind_to_action_kind(item_kind),
+        parent_action_id=existing.get("parent_action_id"),
+        user_id=user_id,
+    )
+
+    conn = get_connection()
+    try:
+        with conn.cursor(cursor_factory=RealDictCursor) as cur:
+            cur.execute(
+                f"""
+                UPDATE backlog_items
+                SET status = 'converted',
+                    converted_action_id = %s,
+                    updated_at = NOW()
+                WHERE id = %s AND tenant_id = %s
+                RETURNING {_BACKLOG_COLUMNS}
+                """,
+                (action["id"], backlog_item_id, tenant_id),
+            )
+            row = _serialize_row(dict(cur.fetchone()))
+        conn.commit()
+    finally:
+        conn.close()
+
+    log_audit(
+        "backlog.converted_to_action",
+        user_id=user_id,
+        tenant_id=tenant_id,
+        details={
+            "backlog_item_id": backlog_item_id,
+            "action_id": action["id"],
+            "initiative_id": existing["initiative_id"],
+        },
+    )
+    return {"backlog_item": row, "action": action}

backend/services/blockers.py

@@ -0,0 +1,306 @@
+"""Blocker service — tenant-scoped CRUD (AP0.8b)."""
+
+from __future__ import annotations
+
+from typing import Any, Literal, Optional
+
+from psycopg2.extras import RealDictCursor
+
+from db import get_connection
+from services.audit import log_audit
+from services.initiatives import get_initiative
+
+BlockerStatus = Literal["open", "in_progress", "resolved", "accepted_risk", "dismissed"]
+
+BLOCKER_STATUSES = frozenset(
+    {"open", "in_progress", "resolved", "accepted_risk", "dismissed"}
+)
+
+
+def _serialize_row(row: dict[str, Any]) -> dict[str, Any]:
+    result = dict(row)
+    for key in ("id", "tenant_id", "initiative_id", "action_id", "reported_by_actor_id"):
+        if result.get(key):
+            result[key] = str(result[key])
+    if result.get("created_at"):
+        result["created_at"] = result["created_at"].isoformat()
+    if result.get("updated_at"):
+        result["updated_at"] = result["updated_at"].isoformat()
+    return result
+
+
+def _validate_status(status: str) -> None:
+    if status not in BLOCKER_STATUSES:
+        raise ValueError(f"Ungültiger Blocker-Status: {status}")
+
+
+def _actor_in_tenant(*, tenant_id: str, actor_id: str) -> bool:
+    conn = get_connection()
+    try:
+        with conn.cursor() as cur:
+            cur.execute(
+                "SELECT 1 FROM actors WHERE id = %s AND tenant_id = %s AND is_active = TRUE",
+                (actor_id, tenant_id),
+            )
+            return cur.fetchone() is not None
+    finally:
+        conn.close()
+
+
+def _action_in_initiative(*, tenant_id: str, initiative_id: str, action_id: str) -> bool:
+    conn = get_connection()
+    try:
+        with conn.cursor() as cur:
+            cur.execute(
+                """
+                SELECT 1 FROM actions
+                WHERE id = %s AND tenant_id = %s AND initiative_id = %s
+                """,
+                (action_id, tenant_id, initiative_id),
+            )
+            return cur.fetchone() is not None
+    finally:
+        conn.close()
+
+
+def create_blocker(
+    *,
+    tenant_id: str,
+    initiative_id: str,
+    title: str,
+    description: str = "",
+    status: BlockerStatus = "open",
+    action_id: Optional[str] = None,
+    reported_by_actor_id: Optional[str] = None,
+    user_id: Optional[str] = None,
+    set_action_blocked: bool = False,
+) -> dict[str, Any]:
+    title = title.strip()
+    if not title:
+        raise ValueError("Titel ist erforderlich")
+    _validate_status(status)
+    if not get_initiative(tenant_id=tenant_id, initiative_id=initiative_id):
+        raise ValueError("Initiative nicht gefunden")
+    if action_id and not _action_in_initiative(
+        tenant_id=tenant_id, initiative_id=initiative_id, action_id=action_id
+    ):
+        raise ValueError("Maßnahme gehört nicht zum Vorhaben")
+    if reported_by_actor_id and not _actor_in_tenant(
+        tenant_id=tenant_id, actor_id=reported_by_actor_id
+    ):
+        raise ValueError("Reporter-Actor gehört nicht zum Tenant")
+
+    conn = get_connection()
+    try:
+        with conn.cursor(cursor_factory=RealDictCursor) as cur:
+            cur.execute(
+                """
+                INSERT INTO blockers (
+                    tenant_id, initiative_id, action_id, title, description,
+                    status, reported_by_actor_id
+                )
+                VALUES (%s, %s, %s, %s, %s, %s, %s)
+                RETURNING id, tenant_id, initiative_id, action_id, title, description,
+                          status, reported_by_actor_id, created_at, updated_at
+                """,
+                (
+                    tenant_id,
+                    initiative_id,
+                    action_id,
+                    title,
+                    description,
+                    status,
+                    reported_by_actor_id,
+                ),
+            )
+            row = _serialize_row(dict(cur.fetchone()))
+            if set_action_blocked and action_id:
+                cur.execute(
+                    """
+                    UPDATE actions SET status = 'blocked', updated_at = NOW()
+                    WHERE id = %s AND tenant_id = %s
+                    """,
+                    (action_id, tenant_id),
+                )
+        conn.commit()
+    finally:
+        conn.close()
+
+    log_audit(
+        "blocker.created",
+        user_id=user_id,
+        tenant_id=tenant_id,
+        details={"blocker_id": row["id"], "initiative_id": initiative_id, "title": title},
+    )
+    return row
+
+
+def list_blockers_for_initiative(*, tenant_id: str, initiative_id: str) -> list[dict[str, Any]]:
+    if not get_initiative(tenant_id=tenant_id, initiative_id=initiative_id):
+        raise ValueError("Initiative nicht gefunden")
+
+    conn = get_connection()
+    try:
+        with conn.cursor(cursor_factory=RealDictCursor) as cur:
+            cur.execute(
+                """
+                SELECT id, tenant_id, initiative_id, action_id, title, description,
+                       status, reported_by_actor_id, created_at, updated_at
+                FROM blockers
+                WHERE tenant_id = %s AND initiative_id = %s
+                ORDER BY updated_at DESC, title
+                """,
+                (tenant_id, initiative_id),
+            )
+            return [_serialize_row(dict(r)) for r in cur.fetchall()]
+    finally:
+        conn.close()
+
+
+def get_blocker(*, tenant_id: str, blocker_id: str) -> Optional[dict[str, Any]]:
+    conn = get_connection()
+    try:
+        with conn.cursor(cursor_factory=RealDictCursor) as cur:
+            cur.execute(
+                """
+                SELECT id, tenant_id, initiative_id, action_id, title, description,
+                       status, reported_by_actor_id, created_at, updated_at
+                FROM blockers
+                WHERE id = %s AND tenant_id = %s
+                """,
+                (blocker_id, tenant_id),
+            )
+            row = cur.fetchone()
+            return _serialize_row(dict(row)) if row else None
+    finally:
+        conn.close()
+
+
+def update_blocker(
+    *,
+    tenant_id: str,
+    blocker_id: str,
+    user_id: Optional[str] = None,
+    title: Optional[str] = None,
+    description: Optional[str] = None,
+    status: Optional[BlockerStatus] = None,
+    action_id: Optional[str] = None,
+    clear_action_id: bool = False,
+) -> Optional[dict[str, Any]]:
+    existing = get_blocker(tenant_id=tenant_id, blocker_id=blocker_id)
+    if not existing:
+        return None
+
+    old_status = existing["status"]
+    updates: list[str] = []
+    params: list[Any] = []
+
+    if title is not None:
+        title = title.strip()
+        if not title:
+            raise ValueError("Titel ist erforderlich")
+        updates.append("title = %s")
+        params.append(title)
+    if description is not None:
+        updates.append("description = %s")
+        params.append(description)
+    if status is not None:
+        _validate_status(status)
+        updates.append("status = %s")
+        params.append(status)
+    if clear_action_id:
+        updates.append("action_id = NULL")
+    elif action_id is not None:
+        if not _action_in_initiative(
+            tenant_id=tenant_id,
+            initiative_id=existing["initiative_id"],
+            action_id=action_id,
+        ):
+            raise ValueError("Maßnahme gehört nicht zum Vorhaben")
+        updates.append("action_id = %s")
+        params.append(action_id)
+
+    if not updates:
+        return existing
+
+    updates.append("updated_at = NOW()")
+    params.extend([blocker_id, tenant_id])
+
+    conn = get_connection()
+    try:
+        with conn.cursor(cursor_factory=RealDictCursor) as cur:
+            cur.execute(
+                f"""
+                UPDATE blockers
+                SET {", ".join(updates)}
+                WHERE id = %s AND tenant_id = %s
+                RETURNING id, tenant_id, initiative_id, action_id, title, description,
+                          status, reported_by_actor_id, created_at, updated_at
+                """,
+                params,
+            )
+            row = cur.fetchone()
+            if not row:
+                return None
+            result = _serialize_row(dict(row))
+        conn.commit()
+    finally:
+        conn.close()
+
+    log_audit(
+        "blocker.updated",
+        user_id=user_id,
+        tenant_id=tenant_id,
+        details={"blocker_id": blocker_id},
+    )
+    if status is not None and status != old_status:
+        log_audit(
+            "blocker.status_changed",
+            user_id=user_id,
+            tenant_id=tenant_id,
+            details={
+                "blocker_id": blocker_id,
+                "from_status": old_status,
+                "to_status": status,
+            },
+        )
+        from services.operating_transitions import after_blocker_status_change
+
+        after_blocker_status_change(
+            tenant_id=tenant_id,
+            blocker_id=blocker_id,
+            action_id=result.get("action_id"),
+            initiative_id=result.get("initiative_id"),
+            old_status=old_status,
+            new_status=status,
+            user_id=user_id,
+        )
+    return result
+
+
+def delete_blocker(
+    *,
+    tenant_id: str,
+    blocker_id: str,
+    user_id: Optional[str] = None,
+) -> bool:
+    conn = get_connection()
+    try:
+        with conn.cursor() as cur:
+            cur.execute(
+                "DELETE FROM blockers WHERE id = %s AND tenant_id = %s RETURNING id",
+                (blocker_id, tenant_id),
+            )
+            deleted = cur.fetchone() is not None
+        conn.commit()
+    finally:
+        conn.close()
+
+    if deleted:
+        log_audit(
+            "blocker.deleted",
+            user_id=user_id,
+            tenant_id=tenant_id,
+            details={"blocker_id": blocker_id},
+        )
+    return deleted

backend/services/cadence_instance.py

@@ -0,0 +1,278 @@
+"""CadenceInstance service — AP A1.1 minimal daily practice tracking."""
+
+from __future__ import annotations
+
+from datetime import datetime, time, timedelta, timezone
+from typing import Any, Literal, Optional
+
+from psycopg2.extras import RealDictCursor
+
+from db import get_connection
+from services.audit import log_audit
+
+CadenceStatus = Literal["open", "completed"]
+
+_CADENCE_COLUMNS = """
+    id, tenant_id, recurring_element_id, status, due_at,
+    completed_at, measurement_note, created_at, updated_at
+"""
+
+
+def _serialize_row(row: dict[str, Any]) -> dict[str, Any]:
+    result = dict(row)
+    for key in ("id", "tenant_id", "recurring_element_id"):
+        if result.get(key):
+            result[key] = str(result[key])
+    for ts_key in ("due_at", "completed_at", "created_at", "updated_at"):
+        if result.get(ts_key):
+            result[ts_key] = result[ts_key].isoformat()
+    return result
+
+
+def get_open_instance(
+    *, tenant_id: str, recurring_element_id: str
+) -> Optional[dict[str, Any]]:
+    conn = get_connection()
+    try:
+        with conn.cursor(cursor_factory=RealDictCursor) as cur:
+            cur.execute(
+                f"""
+                SELECT {_CADENCE_COLUMNS}
+                FROM cadence_instances
+                WHERE tenant_id = %s
+                  AND recurring_element_id = %s
+                  AND status = 'open'
+                LIMIT 1
+                """,
+                (tenant_id, recurring_element_id),
+            )
+            row = cur.fetchone()
+            return _serialize_row(dict(row)) if row else None
+    finally:
+        conn.close()
+
+
+def ensure_open_instance(
+    *,
+    tenant_id: str,
+    recurring_element_id: str,
+    due_at: Optional[datetime] = None,
+) -> dict[str, Any]:
+    """Ensure exactly one open CadenceInstance (idempotent)."""
+    existing = get_open_instance(
+        tenant_id=tenant_id, recurring_element_id=recurring_element_id
+    )
+    if existing:
+        return existing
+
+    due = due_at or datetime.now(timezone.utc)
+    conn = get_connection()
+    try:
+        with conn.cursor(cursor_factory=RealDictCursor) as cur:
+            cur.execute(
+                f"""
+                INSERT INTO cadence_instances (
+                    tenant_id, recurring_element_id, status, due_at
+                )
+                VALUES (%s, %s, 'open', %s)
+                RETURNING {_CADENCE_COLUMNS}
+                """,
+                (tenant_id, recurring_element_id, due),
+            )
+            row = _serialize_row(dict(cur.fetchone()))
+        conn.commit()
+    finally:
+        conn.close()
+    return row
+
+
+def _next_due_at(
+    *,
+    now: datetime,
+    interval_days: int | None = None,
+    schedule: dict[str, Any] | None = None,
+) -> datetime:
+    if schedule:
+        from services.schedule import next_due_after_completion
+
+        return next_due_after_completion(schedule=schedule, completed_at=now)
+    days = max(int(interval_days or 1), 1)
+    next_date = now.date() + timedelta(days=days)
+    return datetime.combine(next_date, time.min, tzinfo=timezone.utc)
+
+
+def _parse_due(value: Any) -> Optional[datetime]:
+    if value is None:
+        return None
+    if isinstance(value, datetime):
+        return value if value.tzinfo else value.replace(tzinfo=timezone.utc)
+    try:
+        return datetime.fromisoformat(str(value).replace("Z", "+00:00"))
+    except ValueError:
+        return None
+
+
+def complete_open_instance(
+    *,
+    tenant_id: str,
+    recurring_element_id: str,
+    user_id: Optional[str] = None,
+    measurement_note: str = "",
+) -> dict[str, Any]:
+    """
+    Close open instance, advance recurring next_due_at, open next instance.
+    Returns { completed, recurring, next_instance }.
+    """
+    from services.recurring import get_recurring_element, update_recurring_element
+
+    recurring = get_recurring_element(
+        tenant_id=tenant_id, recurring_id=recurring_element_id
+    )
+    if not recurring:
+        raise ValueError("Recurring-Element nicht gefunden")
+    if recurring["status"] != "active":
+        raise ValueError("Recurring-Element ist nicht aktiv")
+
+    open_inst = get_open_instance(
+        tenant_id=tenant_id, recurring_element_id=recurring_element_id
+    )
+    if not open_inst:
+        open_inst = ensure_open_instance(
+            tenant_id=tenant_id,
+            recurring_element_id=recurring_element_id,
+            due_at=datetime.now(timezone.utc),
+        )
+
+    now = datetime.now(timezone.utc)
+    note = (measurement_note or "").strip()
+
+    conn = get_connection()
+    try:
+        with conn.cursor(cursor_factory=RealDictCursor) as cur:
+            cur.execute(
+                f"""
+                UPDATE cadence_instances
+                SET status = 'completed',
+                    completed_at = %s,
+                    measurement_note = %s,
+                    updated_at = NOW()
+                WHERE id = %s AND tenant_id = %s AND status = 'open'
+                RETURNING {_CADENCE_COLUMNS}
+                """,
+                (now, note, open_inst["id"], tenant_id),
+            )
+            completed_row = cur.fetchone()
+            if not completed_row:
+                raise ValueError("Keine offene Cadence-Instanz")
+            completed = _serialize_row(dict(completed_row))
+        conn.commit()
+    finally:
+        conn.close()
+
+    interval = recurring.get("interval_days") or 1
+    from services.schedule import resolve_schedule_for_recurring
+
+    schedule = resolve_schedule_for_recurring(recurring, tenant_id=tenant_id)
+    next_due = _next_due_at(now=now, interval_days=interval, schedule=schedule)
+
+    update_recurring_element(
+        tenant_id=tenant_id,
+        recurring_id=recurring_element_id,
+        user_id=user_id,
+        next_due_at=next_due,
+    )
+
+    log_audit(
+        "cadence_instance.completed",
+        user_id=user_id,
+        tenant_id=tenant_id,
+        details={
+            "cadence_instance_id": completed["id"],
+            "recurring_id": recurring_element_id,
+            "measurement_note": note[:200] if note else "",
+        },
+    )
+
+    updated_recurring = get_recurring_element(
+        tenant_id=tenant_id, recurring_id=recurring_element_id
+    )
+    return {
+        "completed_instance": completed,
+        "next_due_at": next_due.isoformat(),
+        "recurring": updated_recurring,
+    }
+
+
+def attach_open_instances_to_recurring_list(
+    items: list[dict[str, Any]], *, tenant_id: str
+) -> list[dict[str, Any]]:
+    if not items:
+        return items
+    ids = [item["id"] for item in items]
+    now = datetime.now(timezone.utc)
+    conn = get_connection()
+    try:
+        with conn.cursor(cursor_factory=RealDictCursor) as cur:
+            cur.execute(
+                f"""
+                SELECT {_CADENCE_COLUMNS}
+                FROM cadence_instances
+                WHERE tenant_id = %s
+                  AND recurring_element_id = ANY(%s::uuid[])
+                  AND status = 'open'
+                """,
+                (tenant_id, ids),
+            )
+            by_recurring = {
+                str(row["recurring_element_id"]): _serialize_row(dict(row))
+                for row in cur.fetchall()
+            }
+            cur.execute(
+                """
+                SELECT DISTINCT ON (recurring_element_id)
+                    recurring_element_id, measurement_note, completed_at
+                FROM cadence_instances
+                WHERE tenant_id = %s
+                  AND recurring_element_id = ANY(%s::uuid[])
+                  AND status = 'completed'
+                  AND completed_at >= CURRENT_DATE
+                ORDER BY recurring_element_id, completed_at DESC
+                """,
+                (tenant_id, ids),
+            )
+            completed_today = {
+                str(row["recurring_element_id"]): {
+                    "measurement_note": row.get("measurement_note") or "",
+                    "completed_at": row["completed_at"].isoformat()
+                    if row.get("completed_at")
+                    else None,
+                }
+                for row in cur.fetchall()
+            }
+    finally:
+        conn.close()
+
+    enriched = []
+    for item in items:
+        copy = dict(item)
+        today = completed_today.get(item["id"])
+        copy["today_completed"] = today is not None
+        copy["today_measurement_note"] = today.get("measurement_note", "") if today else ""
+
+        open_inst = by_recurring.get(item["id"])
+        next_due = _parse_due(item.get("next_due_at"))
+        due_now = next_due is None or next_due <= now
+        if (
+            not open_inst
+            and item.get("status") == "active"
+            and due_now
+            and not copy["today_completed"]
+        ):
+            open_inst = ensure_open_instance(
+                tenant_id=tenant_id,
+                recurring_element_id=item["id"],
+                due_at=next_due or now,
+            )
+        copy["open_cadence_instance"] = open_inst
+        enriched.append(copy)
+    return enriched

backend/services/decisions.py

@@ -0,0 +1,265 @@
+"""Decision service — tenant-scoped CRUD (AP0.9c)."""
+
+from __future__ import annotations
+
+from typing import Any, Literal, Optional
+
+from psycopg2.extras import RealDictCursor
+
+from db import get_connection
+from services.audit import log_audit
+from services.initiatives import get_initiative
+
+DecisionStatus = Literal["proposed", "decided", "superseded"]
+
+DECISION_STATUSES = frozenset({"proposed", "decided", "superseded"})
+
+_DECISION_COLUMNS = """
+    id, tenant_id, initiative_id, title, description, status, outcome,
+    decided_by_actor_id, created_at, updated_at
+"""
+
+
+def _serialize_row(row: dict[str, Any]) -> dict[str, Any]:
+    result = dict(row)
+    for key in ("id", "tenant_id", "initiative_id", "decided_by_actor_id"):
+        if result.get(key):
+            result[key] = str(result[key])
+    for ts_key in ("created_at", "updated_at"):
+        if result.get(ts_key):
+            result[ts_key] = result[ts_key].isoformat()
+    return result
+
+
+def _validate_status(status: str) -> None:
+    if status not in DECISION_STATUSES:
+        raise ValueError(f"Ungültiger Decision-Status: {status}")
+
+
+def _actor_in_tenant(*, tenant_id: str, actor_id: str) -> bool:
+    conn = get_connection()
+    try:
+        with conn.cursor() as cur:
+            cur.execute(
+                "SELECT 1 FROM actors WHERE id = %s AND tenant_id = %s AND is_active = TRUE",
+                (actor_id, tenant_id),
+            )
+            return cur.fetchone() is not None
+    finally:
+        conn.close()
+
+
+def create_decision(
+    *,
+    tenant_id: str,
+    initiative_id: str,
+    title: str,
+    description: str = "",
+    status: DecisionStatus = "proposed",
+    outcome: str = "",
+    decided_by_actor_id: Optional[str] = None,
+    user_id: Optional[str] = None,
+) -> dict[str, Any]:
+    title = title.strip()
+    if not title:
+        raise ValueError("Titel ist erforderlich")
+    _validate_status(status)
+    if not get_initiative(tenant_id=tenant_id, initiative_id=initiative_id):
+        raise ValueError("Initiative nicht gefunden")
+    if decided_by_actor_id and not _actor_in_tenant(
+        tenant_id=tenant_id, actor_id=decided_by_actor_id
+    ):
+        raise ValueError("Actor gehört nicht zum Tenant")
+
+    conn = get_connection()
+    try:
+        with conn.cursor(cursor_factory=RealDictCursor) as cur:
+            cur.execute(
+                f"""
+                INSERT INTO decisions (
+                    tenant_id, initiative_id, title, description, status, outcome,
+                    decided_by_actor_id
+                )
+                VALUES (%s, %s, %s, %s, %s, %s, %s)
+                RETURNING {_DECISION_COLUMNS}
+                """,
+                (
+                    tenant_id,
+                    initiative_id,
+                    title,
+                    description,
+                    status,
+                    outcome,
+                    decided_by_actor_id,
+                ),
+            )
+            row = _serialize_row(dict(cur.fetchone()))
+        conn.commit()
+    finally:
+        conn.close()
+
+    log_audit(
+        "decision.created",
+        user_id=user_id,
+        tenant_id=tenant_id,
+        details={"decision_id": row["id"], "initiative_id": initiative_id},
+    )
+    return row
+
+
+def list_decisions_for_initiative(
+    *, tenant_id: str, initiative_id: str
+) -> list[dict[str, Any]]:
+    if not get_initiative(tenant_id=tenant_id, initiative_id=initiative_id):
+        raise ValueError("Initiative nicht gefunden")
+
+    conn = get_connection()
+    try:
+        with conn.cursor(cursor_factory=RealDictCursor) as cur:
+            cur.execute(
+                f"""
+                SELECT {_DECISION_COLUMNS}
+                FROM decisions
+                WHERE tenant_id = %s AND initiative_id = %s
+                ORDER BY updated_at DESC, title
+                """,
+                (tenant_id, initiative_id),
+            )
+            return [_serialize_row(dict(r)) for r in cur.fetchall()]
+    finally:
+        conn.close()
+
+
+def get_decision(*, tenant_id: str, decision_id: str) -> Optional[dict[str, Any]]:
+    conn = get_connection()
+    try:
+        with conn.cursor(cursor_factory=RealDictCursor) as cur:
+            cur.execute(
+                f"""
+                SELECT {_DECISION_COLUMNS}
+                FROM decisions
+                WHERE id = %s AND tenant_id = %s
+                """,
+                (decision_id, tenant_id),
+            )
+            row = cur.fetchone()
+            return _serialize_row(dict(row)) if row else None
+    finally:
+        conn.close()
+
+
+def update_decision(
+    *,
+    tenant_id: str,
+    decision_id: str,
+    user_id: Optional[str] = None,
+    title: Optional[str] = None,
+    description: Optional[str] = None,
+    status: Optional[DecisionStatus] = None,
+    outcome: Optional[str] = None,
+    decided_by_actor_id: Optional[str] = None,
+) -> Optional[dict[str, Any]]:
+    existing = get_decision(tenant_id=tenant_id, decision_id=decision_id)
+    if not existing:
+        return None
+
+    old_status = existing["status"]
+    updates: list[str] = []
+    params: list[Any] = []
+
+    if title is not None:
+        title = title.strip()
+        if not title:
+            raise ValueError("Titel ist erforderlich")
+        updates.append("title = %s")
+        params.append(title)
+    if description is not None:
+        updates.append("description = %s")
+        params.append(description)
+    if status is not None:
+        _validate_status(status)
+        updates.append("status = %s")
+        params.append(status)
+    if outcome is not None:
+        updates.append("outcome = %s")
+        params.append(outcome)
+    if decided_by_actor_id is not None:
+        if decided_by_actor_id and not _actor_in_tenant(
+            tenant_id=tenant_id, actor_id=decided_by_actor_id
+        ):
+            raise ValueError("Actor gehört nicht zum Tenant")
+        updates.append("decided_by_actor_id = %s")
+        params.append(decided_by_actor_id or None)
+
+    if not updates:
+        return existing
+
+    updates.append("updated_at = NOW()")
+    params.extend([decision_id, tenant_id])
+
+    conn = get_connection()
+    try:
+        with conn.cursor(cursor_factory=RealDictCursor) as cur:
+            cur.execute(
+                f"""
+                UPDATE decisions
+                SET {", ".join(updates)}
+                WHERE id = %s AND tenant_id = %s
+                RETURNING {_DECISION_COLUMNS}
+                """,
+                params,
+            )
+            row = cur.fetchone()
+            if not row:
+                return None
+            result = _serialize_row(dict(row))
+        conn.commit()
+    finally:
+        conn.close()
+
+    log_audit(
+        "decision.updated",
+        user_id=user_id,
+        tenant_id=tenant_id,
+        details={"decision_id": decision_id},
+    )
+    if status is not None and status != old_status:
+        log_audit(
+            "decision.status_changed",
+            user_id=user_id,
+            tenant_id=tenant_id,
+            details={
+                "decision_id": decision_id,
+                "from_status": old_status,
+                "to_status": status,
+            },
+        )
+    return result
+
+
+def delete_decision(
+    *,
+    tenant_id: str,
+    decision_id: str,
+    user_id: Optional[str] = None,
+) -> bool:
+    conn = get_connection()
+    try:
+        with conn.cursor() as cur:
+            cur.execute(
+                "DELETE FROM decisions WHERE id = %s AND tenant_id = %s RETURNING id",
+                (decision_id, tenant_id),
+            )
+            deleted = cur.fetchone() is not None
+        conn.commit()
+    finally:
+        conn.close()
+
+    if deleted:
+        log_audit(
+            "decision.deleted",
+            user_id=user_id,
+            tenant_id=tenant_id,
+            details={"decision_id": decision_id},
+        )
+    return deleted

backend/services/evidence.py

@@ -0,0 +1,396 @@
+"""Evidence service — tenant-scoped CRUD (AP0.9b)."""
+
+from __future__ import annotations
+
+from typing import Any, Literal, Optional
+
+from psycopg2.extras import RealDictCursor
+
+from db import get_connection
+from services.audit import log_audit
+from services.initiatives import get_initiative
+
+EvidenceStatus = Literal["submitted", "accepted", "rejected"]
+
+EVIDENCE_STATUSES = frozenset({"submitted", "accepted", "rejected"})
+
+_EVIDENCE_COLUMNS = """
+    id, tenant_id, initiative_id, action_id, milestone_id, roadmap_item_id,
+    title, description, status, submitted_by_actor_id, created_at, updated_at
+"""
+
+
+def _serialize_row(row: dict[str, Any]) -> dict[str, Any]:
+    result = dict(row)
+    for key in (
+        "id",
+        "tenant_id",
+        "initiative_id",
+        "action_id",
+        "milestone_id",
+        "roadmap_item_id",
+        "submitted_by_actor_id",
+    ):
+        if result.get(key):
+            result[key] = str(result[key])
+    for ts_key in ("created_at", "updated_at"):
+        if result.get(ts_key):
+            result[ts_key] = result[ts_key].isoformat()
+    return result
+
+
+def _validate_status(status: str) -> None:
+    if status not in EVIDENCE_STATUSES:
+        raise ValueError(f"Ungültiger Evidence-Status: {status}")
+
+
+def _actor_in_tenant(*, tenant_id: str, actor_id: str) -> bool:
+    conn = get_connection()
+    try:
+        with conn.cursor() as cur:
+            cur.execute(
+                "SELECT 1 FROM actors WHERE id = %s AND tenant_id = %s AND is_active = TRUE",
+                (actor_id, tenant_id),
+            )
+            return cur.fetchone() is not None
+    finally:
+        conn.close()
+
+
+def _action_in_initiative(*, tenant_id: str, initiative_id: str, action_id: str) -> bool:
+    conn = get_connection()
+    try:
+        with conn.cursor() as cur:
+            cur.execute(
+                """
+                SELECT 1 FROM actions
+                WHERE id = %s AND tenant_id = %s AND initiative_id = %s
+                """,
+                (action_id, tenant_id, initiative_id),
+            )
+            return cur.fetchone() is not None
+    finally:
+        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:
+    conn = get_connection()
+    try:
+        with conn.cursor() as cur:
+            cur.execute(
+                """
+                SELECT 1 FROM milestones
+                WHERE id = %s AND tenant_id = %s AND initiative_id = %s
+                """,
+                (milestone_id, tenant_id, initiative_id),
+            )
+            if cur.fetchone():
+                return True
+            cur.execute(
+                """
+                SELECT 1
+                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
+                """,
+                (milestone_id, tenant_id, initiative_id),
+            )
+            return cur.fetchone() is not None
+    finally:
+        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,
+    initiative_id: str,
+    title: str,
+    description: str = "",
+    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]:
+    title = title.strip()
+    if not title:
+        raise ValueError("Titel ist erforderlich")
+    _validate_status(status)
+    if not get_initiative(tenant_id=tenant_id, initiative_id=initiative_id):
+        raise ValueError("Initiative nicht gefunden")
+    if action_id and not _action_in_initiative(
+        tenant_id=tenant_id, initiative_id=initiative_id, action_id=action_id
+    ):
+        raise ValueError("Maßnahme 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
+    ):
+        raise ValueError("Actor gehört nicht zum Tenant")
+
+    conn = get_connection()
+    try:
+        with conn.cursor(cursor_factory=RealDictCursor) as cur:
+            cur.execute(
+                f"""
+                INSERT INTO evidence (
+                    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, %s)
+                RETURNING {_EVIDENCE_COLUMNS}
+                """,
+                (
+                    tenant_id,
+                    initiative_id,
+                    action_id,
+                    milestone_id,
+                    roadmap_item_id,
+                    title,
+                    description,
+                    status,
+                    submitted_by_actor_id,
+                ),
+            )
+            row = _serialize_row(dict(cur.fetchone()))
+        conn.commit()
+    finally:
+        conn.close()
+
+    log_audit(
+        "evidence.created",
+        user_id=user_id,
+        tenant_id=tenant_id,
+        details={"evidence_id": row["id"], "initiative_id": initiative_id},
+    )
+    return row
+
+
+def list_evidence_for_initiative(
+    *, tenant_id: str, initiative_id: str
+) -> list[dict[str, Any]]:
+    if not get_initiative(tenant_id=tenant_id, initiative_id=initiative_id):
+        raise ValueError("Initiative nicht gefunden")
+
+    conn = get_connection()
+    try:
+        with conn.cursor(cursor_factory=RealDictCursor) as cur:
+            cur.execute(
+                f"""
+                SELECT {_EVIDENCE_COLUMNS}
+                FROM evidence
+                WHERE tenant_id = %s AND initiative_id = %s
+                ORDER BY updated_at DESC, title
+                """,
+                (tenant_id, initiative_id),
+            )
+            return [_serialize_row(dict(r)) for r in cur.fetchall()]
+    finally:
+        conn.close()
+
+
+def get_evidence(*, tenant_id: str, evidence_id: str) -> Optional[dict[str, Any]]:
+    conn = get_connection()
+    try:
+        with conn.cursor(cursor_factory=RealDictCursor) as cur:
+            cur.execute(
+                f"""
+                SELECT {_EVIDENCE_COLUMNS}
+                FROM evidence
+                WHERE id = %s AND tenant_id = %s
+                """,
+                (evidence_id, tenant_id),
+            )
+            row = cur.fetchone()
+            return _serialize_row(dict(row)) if row else None
+    finally:
+        conn.close()
+
+
+def update_evidence(
+    *,
+    tenant_id: str,
+    evidence_id: str,
+    user_id: Optional[str] = None,
+    title: Optional[str] = None,
+    description: Optional[str] = None,
+    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:
+        return None
+
+    updates: list[str] = []
+    params: list[Any] = []
+
+    if title is not None:
+        title = title.strip()
+        if not title:
+            raise ValueError("Titel ist erforderlich")
+        updates.append("title = %s")
+        params.append(title)
+    if description is not None:
+        updates.append("description = %s")
+        params.append(description)
+    if status is not None:
+        _validate_status(status)
+        updates.append("status = %s")
+        params.append(status)
+    if clear_action_id:
+        updates.append("action_id = NULL")
+    elif action_id is not None:
+        if not _action_in_initiative(
+            tenant_id=tenant_id,
+            initiative_id=existing["initiative_id"],
+            action_id=action_id,
+        ):
+            raise ValueError("Maßnahme gehört nicht zum Vorhaben")
+        updates.append("action_id = %s")
+        params.append(action_id)
+    if clear_milestone_id or clear_roadmap_item_id:
+        updates.append("milestone_id = NULL")
+        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,
+            roadmap_item_id=roadmap_item_id,
+        )
+        updates.append("milestone_id = %s")
+        params.append(link_milestone)
+        updates.append("roadmap_item_id = %s")
+        params.append(link_roadmap)
+
+    if not updates:
+        return existing
+
+    updates.append("updated_at = NOW()")
+    params.extend([evidence_id, tenant_id])
+
+    conn = get_connection()
+    try:
+        with conn.cursor(cursor_factory=RealDictCursor) as cur:
+            cur.execute(
+                f"""
+                UPDATE evidence
+                SET {", ".join(updates)}
+                WHERE id = %s AND tenant_id = %s
+                RETURNING {_EVIDENCE_COLUMNS}
+                """,
+                params,
+            )
+            row = cur.fetchone()
+            if not row:
+                return None
+            result = _serialize_row(dict(row))
+        conn.commit()
+    finally:
+        conn.close()
+
+    log_audit(
+        "evidence.updated",
+        user_id=user_id,
+        tenant_id=tenant_id,
+        details={"evidence_id": evidence_id},
+    )
+    return result
+
+
+def delete_evidence(
+    *,
+    tenant_id: str,
+    evidence_id: str,
+    user_id: Optional[str] = None,
+) -> bool:
+    conn = get_connection()
+    try:
+        with conn.cursor() as cur:
+            cur.execute(
+                "DELETE FROM evidence WHERE id = %s AND tenant_id = %s RETURNING id",
+                (evidence_id, tenant_id),
+            )
+            deleted = cur.fetchone() is not None
+        conn.commit()
+    finally:
+        conn.close()
+
+    if deleted:
+        log_audit(
+            "evidence.deleted",
+            user_id=user_id,
+            tenant_id=tenant_id,
+            details={"evidence_id": evidence_id},
+        )
+    return deleted

backend/services/execution_plan.py

@@ -0,0 +1,225 @@
+"""Execution plan — Action dependencies CRUD (AP1.16a/b)."""
+
+from __future__ import annotations
+
+from typing import Any, Literal, Optional
+
+from psycopg2.extras import RealDictCursor
+
+from db import get_connection
+from services.audit import log_audit
+from services.actions import get_action
+
+DependencyKind = Literal["requires", "blocks", "relates"]
+
+DEPENDENCY_KINDS = frozenset({"requires", "blocks", "relates"})
+
+
+def _validate_dependency_kind(kind: str) -> None:
+    if kind not in DEPENDENCY_KINDS:
+        raise ValueError(f"Ungültiger dependency_kind: {kind}")
+
+
+def _serialize_dependency(row: dict[str, Any]) -> dict[str, Any]:
+    result = dict(row)
+    for key in (
+        "id",
+        "tenant_id",
+        "initiative_id",
+        "predecessor_action_id",
+        "successor_action_id",
+    ):
+        if result.get(key):
+            result[key] = str(result[key])
+    if result.get("created_at"):
+        result["created_at"] = result["created_at"].isoformat()
+    return result
+
+
+def _would_create_cycle(
+    *,
+    dependencies: list[dict[str, Any]],
+    predecessor_id: str,
+    successor_id: str,
+) -> bool:
+    """Prüft Zyklus wenn successor transitiv predecessor requires."""
+    graph: dict[str, list[str]] = {}
+    for dep in dependencies:
+        if dep.get("dependency_kind", "requires") != "requires":
+            continue
+        pred = str(dep["predecessor_action_id"])
+        succ = str(dep["successor_action_id"])
+        graph.setdefault(succ, []).append(pred)
+
+    graph.setdefault(successor_id, []).append(predecessor_id)
+
+    visiting: set[str] = set()
+    visited: set[str] = set()
+
+    def dfs(node: str) -> bool:
+        if node in visiting:
+            return True
+        if node in visited:
+            return False
+        visiting.add(node)
+        for upstream in graph.get(node, []):
+            if dfs(upstream):
+                return True
+        visiting.remove(node)
+        visited.add(node)
+        return False
+
+    return dfs(successor_id)
+
+
+def list_dependencies_for_initiative(
+    *, tenant_id: str, initiative_id: str
+) -> list[dict[str, Any]]:
+    conn = get_connection()
+    try:
+        with conn.cursor(cursor_factory=RealDictCursor) as cur:
+            cur.execute(
+                """
+                SELECT id, tenant_id, initiative_id,
+                       predecessor_action_id, successor_action_id,
+                       dependency_kind, created_at
+                FROM action_dependencies
+                WHERE tenant_id = %s AND initiative_id = %s
+                ORDER BY created_at
+                """,
+                (tenant_id, initiative_id),
+            )
+            return [_serialize_dependency(dict(row)) for row in cur.fetchall()]
+    finally:
+        conn.close()
+
+
+def add_dependency(
+    *,
+    tenant_id: str,
+    predecessor_action_id: str,
+    successor_action_id: str,
+    dependency_kind: DependencyKind = "requires",
+    user_id: Optional[str] = None,
+) -> dict[str, Any]:
+    _validate_dependency_kind(dependency_kind)
+    if predecessor_action_id == successor_action_id:
+        raise ValueError("Abhängigkeit auf sich selbst nicht erlaubt")
+
+    predecessor = get_action(tenant_id=tenant_id, action_id=predecessor_action_id)
+    successor = get_action(tenant_id=tenant_id, action_id=successor_action_id)
+    if not predecessor or not successor:
+        raise ValueError("Action nicht gefunden")
+    if predecessor["initiative_id"] != successor["initiative_id"]:
+        raise ValueError("Abhängigkeiten nur innerhalb eines Vorhabens")
+
+    initiative_id = predecessor["initiative_id"]
+    existing = list_dependencies_for_initiative(
+        tenant_id=tenant_id, initiative_id=initiative_id
+    )
+    if _would_create_cycle(
+        dependencies=existing,
+        predecessor_id=predecessor_action_id,
+        successor_id=successor_action_id,
+    ):
+        raise ValueError("Abhängigkeit würde Zyklus erzeugen")
+
+    conn = get_connection()
+    try:
+        with conn.cursor(cursor_factory=RealDictCursor) as cur:
+            cur.execute(
+                """
+                SELECT 1 FROM action_dependencies
+                WHERE tenant_id = %s
+                  AND predecessor_action_id = %s
+                  AND successor_action_id = %s
+                  AND dependency_kind = %s
+                """,
+                (
+                    tenant_id,
+                    predecessor_action_id,
+                    successor_action_id,
+                    dependency_kind,
+                ),
+            )
+            if cur.fetchone():
+                raise ValueError("Abhängigkeit existiert bereits")
+
+            cur.execute(
+                """
+                INSERT INTO action_dependencies (
+                    tenant_id, initiative_id,
+                    predecessor_action_id, successor_action_id,
+                    dependency_kind
+                )
+                VALUES (%s, %s, %s, %s, %s)
+                RETURNING id, tenant_id, initiative_id,
+                          predecessor_action_id, successor_action_id,
+                          dependency_kind, created_at
+                """,
+                (
+                    tenant_id,
+                    initiative_id,
+                    predecessor_action_id,
+                    successor_action_id,
+                    dependency_kind,
+                ),
+            )
+            row = _serialize_dependency(dict(cur.fetchone()))
+        conn.commit()
+    finally:
+        conn.close()
+
+    log_audit(
+        "action.dependency_added",
+        user_id=user_id,
+        tenant_id=tenant_id,
+        details={
+            "predecessor_action_id": predecessor_action_id,
+            "successor_action_id": successor_action_id,
+            "dependency_kind": dependency_kind,
+        },
+    )
+    return row
+
+
+def delete_dependency(
+    *, tenant_id: str, dependency_id: str, user_id: Optional[str] = None
+) -> bool:
+    conn = get_connection()
+    try:
+        with conn.cursor(cursor_factory=RealDictCursor) as cur:
+            cur.execute(
+                """
+                SELECT id, predecessor_action_id, successor_action_id, dependency_kind
+                FROM action_dependencies
+                WHERE id = %s AND tenant_id = %s
+                """,
+                (dependency_id, tenant_id),
+            )
+            row = cur.fetchone()
+            if not row:
+                raise ValueError("Abhängigkeit nicht gefunden")
+
+            cur.execute(
+                """
+                DELETE FROM action_dependencies
+                WHERE id = %s AND tenant_id = %s
+                """,
+                (dependency_id, tenant_id),
+            )
+        conn.commit()
+    finally:
+        conn.close()
+
+    log_audit(
+        "action.dependency_removed",
+        user_id=user_id,
+        tenant_id=tenant_id,
+        details={
+            "dependency_id": dependency_id,
+            "predecessor_action_id": str(row["predecessor_action_id"]),
+            "successor_action_id": str(row["successor_action_id"]),
+        },
+    )
+    return True

backend/services/initiatives.py

@@ -0,0 +1,401 @@
+"""Initiative (Vorhaben) service — tenant-scoped CRUD."""
+
+from __future__ import annotations
+
+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"]
+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, portfolio_rank, owner_actor_id, created_at, updated_at
+"""
+
+
+def _serialize_row(row: dict[str, Any]) -> dict[str, Any]:
+    result = dict(row)
+    for key in ("id", "tenant_id", "owner_actor_id"):
+        if result.get(key):
+            result[key] = str(result[key])
+    if result.get("created_at"):
+        result["created_at"] = result["created_at"].isoformat()
+    if result.get("updated_at"):
+        result["updated_at"] = result["updated_at"].isoformat()
+    return result
+
+
+def _validate_initiative_status(status: str) -> None:
+    if status not in INITIATIVE_STATUSES:
+        raise ValueError(f"Ungültiger Initiative-Status: {status}")
+
+
+def _validate_priority(priority: str) -> None:
+    if priority not in PRIORITIES:
+        raise ValueError(f"Ungültige Priorität: {priority}")
+
+
+def _actor_in_tenant(*, tenant_id: str, actor_id: str) -> bool:
+    conn = get_connection()
+    try:
+        with conn.cursor() as cur:
+            cur.execute(
+                "SELECT 1 FROM actors WHERE id = %s AND tenant_id = %s AND is_active = TRUE",
+                (actor_id, tenant_id),
+            )
+            return cur.fetchone() is not None
+    finally:
+        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,
+    method_profile_key: Optional[str] = None,
+    apply_starter_kit: bool = True,
+) -> dict[str, Any]:
+    title = title.strip()
+    if not title:
+        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")
+
+    conn = get_connection()
+    try:
+        with conn.cursor(cursor_factory=RealDictCursor) as cur:
+            cur.execute(
+                """
+                SELECT COALESCE(MAX(portfolio_rank), -1) + 1 AS next_rank
+                FROM initiatives
+                WHERE tenant_id = %s
+                """,
+                (tenant_id,),
+            )
+            next_rank = int(cur.fetchone()["next_rank"])
+            cur.execute(
+                f"""
+                INSERT INTO initiatives (
+                    tenant_id, title, goal, vision, target_state_summary, archetype_key,
+                    status, priority, portfolio_rank, owner_actor_id
+                )
+                VALUES (%s, %s, %s, %s, %s, %s, %s, %s, %s, %s)
+                RETURNING {_INITIATIVE_COLUMNS}
+                """,
+                (
+                    tenant_id,
+                    title,
+                    goal,
+                    vision,
+                    target_state_summary,
+                    archetype_key,
+                    status,
+                    priority,
+                    next_rank,
+                    owner_actor_id,
+                ),
+            )
+            row = _serialize_row(dict(cur.fetchone()))
+        conn.commit()
+    finally:
+        conn.close()
+
+    log_audit(
+        "initiative.created",
+        user_id=user_id,
+        tenant_id=tenant_id,
+        details={"initiative_id": row["id"], "title": title, "status": status},
+    )
+    from services.steering_context import create_context_for_new_initiative
+
+    create_context_for_new_initiative(
+        tenant_id=tenant_id,
+        initiative_id=row["id"],
+        user_id=user_id,
+        archetype_key=archetype_key,
+        method_profile_key=method_profile_key,
+    )
+    if apply_starter_kit:
+        from services.archetype_starter_kit import apply_starter_kit
+
+        starter = apply_starter_kit(
+            tenant_id=tenant_id,
+            initiative_id=row["id"],
+            archetype_key=archetype_key,
+            owner_actor_id=owner_actor_id,
+            user_id=user_id,
+        )
+        row["starter_kit"] = starter
+    return row
+
+
+def list_initiatives(*, tenant_id: str) -> list[dict[str, Any]]:
+    conn = get_connection()
+    try:
+        with conn.cursor(cursor_factory=RealDictCursor) as cur:
+            cur.execute(
+                f"""
+                SELECT {_INITIATIVE_COLUMNS}
+                FROM initiatives
+                WHERE tenant_id = %s
+                ORDER BY portfolio_rank ASC NULLS LAST, updated_at DESC, title
+                """,
+                (tenant_id,),
+            )
+            return [_serialize_row(dict(row)) for row in cur.fetchall()]
+    finally:
+        conn.close()
+
+
+def get_initiative(*, tenant_id: str, initiative_id: str) -> Optional[dict[str, Any]]:
+    conn = get_connection()
+    try:
+        with conn.cursor(cursor_factory=RealDictCursor) as cur:
+            cur.execute(
+                f"""
+                SELECT {_INITIATIVE_COLUMNS}
+                FROM initiatives
+                WHERE id = %s AND tenant_id = %s
+                """,
+                (initiative_id, tenant_id),
+            )
+            row = cur.fetchone()
+            return _serialize_row(dict(row)) if row else None
+    finally:
+        conn.close()
+
+
+def update_initiative(
+    *,
+    tenant_id: str,
+    initiative_id: str,
+    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,
+) -> Optional[dict[str, Any]]:
+    existing = get_initiative(tenant_id=tenant_id, initiative_id=initiative_id)
+    if not existing:
+        return None
+
+    updates: list[str] = []
+    params: list[Any] = []
+    old_status = existing["status"]
+
+    if title is not None:
+        title = title.strip()
+        if not title:
+            raise ValueError("Titel ist erforderlich")
+        updates.append("title = %s")
+        params.append(title)
+    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")
+        params.append(status)
+    if priority is not None:
+        _validate_priority(priority)
+        updates.append("priority = %s")
+        params.append(priority)
+    if owner_actor_id is not None:
+        if not _actor_in_tenant(tenant_id=tenant_id, actor_id=owner_actor_id):
+            raise ValueError("Owner-Actor gehört nicht zum Tenant")
+        updates.append("owner_actor_id = %s")
+        params.append(owner_actor_id)
+
+    if not updates:
+        return existing
+
+    updates.append("updated_at = NOW()")
+    params.extend([initiative_id, tenant_id])
+
+    conn = get_connection()
+    try:
+        with conn.cursor(cursor_factory=RealDictCursor) as cur:
+            cur.execute(
+                f"""
+                UPDATE initiatives
+                SET {", ".join(updates)}
+                WHERE id = %s AND tenant_id = %s
+                RETURNING {_INITIATIVE_COLUMNS}
+                """,
+                params,
+            )
+            row = cur.fetchone()
+            if not row:
+                return None
+            result = _serialize_row(dict(row))
+        conn.commit()
+    finally:
+        conn.close()
+
+    log_audit(
+        "initiative.updated",
+        user_id=user_id,
+        tenant_id=tenant_id,
+        details={"initiative_id": initiative_id, "fields": updates},
+    )
+    if status is not None and status != old_status:
+        log_audit(
+            "initiative.status_changed",
+            user_id=user_id,
+            tenant_id=tenant_id,
+            details={
+                "initiative_id": initiative_id,
+                "from_status": old_status,
+                "to_status": status,
+            },
+        )
+    return result
+
+
+def delete_initiative(
+    *,
+    tenant_id: str,
+    initiative_id: str,
+    user_id: Optional[str] = None,
+) -> bool:
+    conn = get_connection()
+    try:
+        with conn.cursor() as cur:
+            cur.execute(
+                "DELETE FROM initiatives WHERE id = %s AND tenant_id = %s RETURNING id",
+                (initiative_id, tenant_id),
+            )
+            deleted = cur.fetchone() is not None
+        conn.commit()
+    finally:
+        conn.close()
+
+    if deleted:
+        log_audit(
+            "initiative.deleted",
+            user_id=user_id,
+            tenant_id=tenant_id,
+            details={"initiative_id": initiative_id},
+        )
+    return deleted
+
+
+def load_portfolio_rank_map(*, tenant_id: str) -> dict[str, Optional[int]]:
+    conn = get_connection()
+    try:
+        with conn.cursor(cursor_factory=RealDictCursor) as cur:
+            cur.execute(
+                """
+                SELECT id, portfolio_rank
+                FROM initiatives
+                WHERE tenant_id = %s
+                """,
+                (tenant_id,),
+            )
+            return {
+                str(row["id"]): row["portfolio_rank"]
+                for row in cur.fetchall()
+            }
+    finally:
+        conn.close()
+
+
+def reorder_portfolio(
+    *,
+    tenant_id: str,
+    initiative_ids: list[str],
+    user_id: Optional[str] = None,
+) -> list[dict[str, Any]]:
+    """Setzt portfolio_rank für alle übergebenen Initiativen (0 = höchste Prio)."""
+    if not initiative_ids:
+        raise ValueError("initiative_ids darf nicht leer sein")
+
+    unique_ids = list(dict.fromkeys(initiative_ids))
+    conn = get_connection()
+    try:
+        with conn.cursor(cursor_factory=RealDictCursor) as cur:
+            cur.execute(
+                """
+                SELECT id
+                FROM initiatives
+                WHERE tenant_id = %s
+                ORDER BY portfolio_rank ASC NULLS LAST, updated_at DESC, title
+                """,
+                (tenant_id,),
+            )
+            all_ids = [str(row["id"]) for row in cur.fetchall()]
+            all_set = set(all_ids)
+            if set(unique_ids) - all_set:
+                raise ValueError("Unbekannte Initiative im Tenant")
+            if len(unique_ids) != len(all_ids):
+                raise ValueError("Alle Initiativen des Tenants müssen enthalten sein")
+
+            for rank, initiative_id in enumerate(unique_ids):
+                cur.execute(
+                    """
+                    UPDATE initiatives
+                    SET portfolio_rank = %s, updated_at = NOW()
+                    WHERE id = %s AND tenant_id = %s
+                    """,
+                    (rank, initiative_id, tenant_id),
+                )
+
+            cur.execute(
+                f"""
+                SELECT {_INITIATIVE_COLUMNS}
+                FROM initiatives
+                WHERE tenant_id = %s
+                ORDER BY portfolio_rank ASC NULLS LAST, updated_at DESC, title
+                """,
+                (tenant_id,),
+            )
+            rows = [_serialize_row(dict(row)) for row in cur.fetchall()]
+        conn.commit()
+    finally:
+        conn.close()
+
+    log_audit(
+        "portfolio.reordered",
+        user_id=user_id,
+        tenant_id=tenant_id,
+        details={"initiative_ids": unique_ids},
+    )
+    return rows

backend/services/maturity_practice.py

@@ -0,0 +1,248 @@
+"""A1 — Stage-bound practice exercises (Activity Set)."""
+
+from __future__ import annotations
+
+from datetime import datetime, timezone
+from typing import Any, Optional
+
+from services.recurring import (
+    list_recurring_for_initiative,
+    update_recurring_element,
+)
+
+# Starter exercise sets per stage title (Spagat reference path).
+STAGE_PRACTICE_SETS: dict[str, list[tuple[str, str]]] = {
+    "Stufe 1 — Basis": [
+        ("Vorbeuge-Dehnung", "3×30 Sek. — Hüfte und Beinrückseite"),
+        ("Hüftöffner (Schmetterling)", "Sitzend, leichter Druck"),
+    ],
+    "Stufe 2 — Aufbau": [
+        ("Seitlicher Spagat — links", "Halten, optional Messwert (Grad)"),
+        ("Seitlicher Spagat — rechts", "Halten, optional Messwert (Grad)"),
+        ("Aktive Vorbeuge", "3× kurz halten"),
+    ],
+    "Stufe 3 — Ziel": [
+        ("Voller Spagat", "Zielposition — Messwert dokumentieren"),
+    ],
+    "Dehnung — Einstieg": [
+        ("Vorbeuge halten", "3×30 Sek."),
+    ],
+    "Hüftrotation — Einstieg": [
+        ("Hüftkreisen im Stand", "10 Wiederholungen je Richtung"),
+    ],
+    "Dehnung — nach Join": [
+        ("Enddehnung Mawashi-Vorbereitung", "2×45 Sek."),
+    ],
+    "Hüftrotation — nach Join": [
+        ("Explosive Hüftrotation", "3×8 Wiederholungen"),
+    ],
+}
+
+
+def get_active_maturity_stages(
+    *, tenant_id: str, initiative_id: str
+) -> list[dict[str, Any]]:
+    from services.roadmap import list_roadmap_items_for_initiative
+
+    stages = [
+        item
+        for item in list_roadmap_items_for_initiative(
+            tenant_id=tenant_id, initiative_id=initiative_id
+        )
+        if item.get("item_type") == "maturity_stage" and item.get("status") == "active"
+    ]
+    stages.sort(key=lambda s: (s.get("sort_order", 0), s.get("title", "")))
+    return stages
+
+
+def get_active_maturity_stage(
+    *, tenant_id: str, initiative_id: str
+) -> Optional[dict[str, Any]]:
+    stages = get_active_maturity_stages(
+        tenant_id=tenant_id, initiative_id=initiative_id
+    )
+    return stages[0] if stages else None
+
+
+def list_practices_for_stage(
+    *,
+    tenant_id: str,
+    initiative_id: str,
+    stage_id: str,
+) -> list[dict[str, Any]]:
+    items = list_recurring_for_initiative(
+        tenant_id=tenant_id, initiative_id=initiative_id
+    )
+    return [
+        item
+        for item in items
+        if item.get("roadmap_item_id") == stage_id
+    ]
+
+
+def pause_all_practices(
+    *,
+    tenant_id: str,
+    initiative_id: str,
+    user_id: Optional[str] = None,
+) -> list[str]:
+    paused: list[str] = []
+    for item in list_recurring_for_initiative(
+        tenant_id=tenant_id, initiative_id=initiative_id
+    ):
+        if item.get("status") == "active":
+            update_recurring_element(
+                tenant_id=tenant_id,
+                recurring_id=item["id"],
+                status="paused",
+                user_id=user_id,
+            )
+            paused.append(item["title"])
+    return paused
+
+
+def pause_practices_on_same_lane_except_stage(
+    *,
+    tenant_id: str,
+    initiative_id: str,
+    keep_stage_id: str,
+    user_id: Optional[str] = None,
+) -> list[str]:
+    from services.progression_graph import progression_lanes_for_initiative
+
+    lanes = progression_lanes_for_initiative(
+        tenant_id=tenant_id, initiative_id=initiative_id
+    )
+    keep_lane = lanes.get(str(keep_stage_id))
+    if not keep_lane:
+        return pause_all_practices(
+            tenant_id=tenant_id, initiative_id=initiative_id, user_id=user_id
+        )
+
+    lane_gate_ids = {
+        gate_id for gate_id, lane in lanes.items() if lane == keep_lane
+    }
+    paused: list[str] = []
+    for item in list_recurring_for_initiative(
+        tenant_id=tenant_id, initiative_id=initiative_id
+    ):
+        if item.get("status") != "active":
+            continue
+        if item.get("roadmap_item_id") == keep_stage_id:
+            continue
+        if str(item.get("roadmap_item_id") or "") not in lane_gate_ids:
+            continue
+        update_recurring_element(
+            tenant_id=tenant_id,
+            recurring_id=item["id"],
+            status="paused",
+            user_id=user_id,
+        )
+        paused.append(item["title"])
+    return paused
+
+
+def pause_practices_except_stage(
+    *,
+    tenant_id: str,
+    initiative_id: str,
+    keep_stage_id: str,
+    strand_project_id: Optional[str] = None,
+    user_id: Optional[str] = None,
+) -> list[str]:
+    del strand_project_id
+    return pause_practices_on_same_lane_except_stage(
+        tenant_id=tenant_id,
+        initiative_id=initiative_id,
+        keep_stage_id=keep_stage_id,
+        user_id=user_id,
+    )
+
+
+def seed_practices_for_stage(
+    *,
+    tenant_id: str,
+    initiative_id: str,
+    stage: dict[str, Any],
+    user_id: Optional[str] = None,
+) -> list[dict[str, Any]]:
+    """Idempotent: create missing exercises for a stage; activate existing."""
+    stage_id = stage["id"]
+    stage_title = stage.get("title") or ""
+    defs = STAGE_PRACTICE_SETS.get(stage_title)
+    if not defs:
+        defs = [
+            (
+                f"Übung — {stage_title}",
+                f"Routine für {stage_title}",
+            )
+        ]
+
+    existing = list_practices_for_stage(
+        tenant_id=tenant_id,
+        initiative_id=initiative_id,
+        stage_id=stage_id,
+    )
+    existing_by_title = {item["title"]: item for item in existing}
+    created: list[dict[str, Any]] = []
+    now = datetime.now(timezone.utc)
+
+    from services.scheduled_work import create_scheduled_action_at_gate
+
+    for title, description in defs:
+        if title in existing_by_title:
+            item = existing_by_title[title]
+            if item.get("status") != "active":
+                updated = update_recurring_element(
+                    tenant_id=tenant_id,
+                    recurring_id=item["id"],
+                    status="active",
+                    next_due_at=now,
+                    user_id=user_id,
+                )
+                if updated:
+                    created.append(updated)
+            else:
+                created.append(item)
+            continue
+
+        row = create_scheduled_action_at_gate(
+            tenant_id=tenant_id,
+            initiative_id=initiative_id,
+            gate_id=stage_id,
+            title=title,
+            description=description,
+            user_id=user_id,
+            schedule_kind="weekdays",
+        )
+        created.append(row)
+
+    return created
+
+
+def activate_stage_practice_set(
+    *,
+    tenant_id: str,
+    initiative_id: str,
+    stage: dict[str, Any],
+    user_id: Optional[str] = None,
+) -> dict[str, Any]:
+    paused = pause_practices_on_same_lane_except_stage(
+        tenant_id=tenant_id,
+        initiative_id=initiative_id,
+        keep_stage_id=stage["id"],
+        user_id=user_id,
+    )
+    exercises = seed_practices_for_stage(
+        tenant_id=tenant_id,
+        initiative_id=initiative_id,
+        stage=stage,
+        user_id=user_id,
+    )
+    return {
+        "stage_id": stage["id"],
+        "stage_title": stage.get("title"),
+        "paused_practices": paused,
+        "active_practices": [e["title"] for e in exercises],
+        "practice_ids": [e["id"] for e in exercises],
+    }

backend/services/maturity_stage_transition.py

@@ -0,0 +1,44 @@
+"""AP2.0e — maturity stage transition on verify reached (delegates to progression_graph)."""
+
+from __future__ import annotations
+
+from typing import Any, Optional
+
+
+def on_maturity_stage_reached(
+    *,
+    tenant_id: str,
+    initiative_id: str,
+    reached_item_id: str,
+    user_id: Optional[str] = None,
+) -> Optional[dict[str, Any]]:
+    from services.progression_graph import on_work_gate_reached
+
+    return on_work_gate_reached(
+        tenant_id=tenant_id,
+        initiative_id=initiative_id,
+        reached_item_id=reached_item_id,
+        user_id=user_id,
+    )
+
+
+def on_maturity_stage_reopened(
+    *,
+    tenant_id: str,
+    initiative_id: str,
+    stage_id: str,
+    user_id: Optional[str] = None,
+) -> dict[str, Any]:
+    """Re-enable exercise set for reopened stage; pause others on same strand."""
+    from services.maturity_practice import activate_stage_practice_set
+    from services.roadmap import get_roadmap_item
+
+    stage = get_roadmap_item(tenant_id=tenant_id, item_id=stage_id)
+    if not stage:
+        return {"stage_id": stage_id, "active_practices": []}
+    return activate_stage_practice_set(
+        tenant_id=tenant_id,
+        initiative_id=initiative_id,
+        stage=stage,
+        user_id=user_id,
+    )

backend/services/milestones.py

@@ -0,0 +1,103 @@
+"""Milestone service — Kompatibilitäts-Wrapper auf RoadmapItems (AP0.8d → AP1.4)."""
+
+from __future__ import annotations
+
+from datetime import date
+from typing import Any, Literal, Optional
+
+from services import roadmap as roadmap_service
+
+MilestoneStatus = Literal[
+    "planned", "active", "at_risk", "reached", "moved", "discarded"
+]
+
+MILESTONE_STATUSES = roadmap_service.ROADMAP_ITEM_STATUSES
+
+
+def _as_milestone(item: dict[str, Any]) -> dict[str, Any]:
+    return {
+        "id": item["id"],
+        "tenant_id": item["tenant_id"],
+        "initiative_id": item["initiative_id"],
+        "title": item["title"],
+        "goal_description": item.get("goal_description", ""),
+        "status": item["status"],
+        "target_date": item.get("target_date"),
+        "created_at": item["created_at"],
+        "updated_at": item["updated_at"],
+    }
+
+
+def create_milestone(
+    *,
+    tenant_id: str,
+    initiative_id: str,
+    title: str,
+    goal_description: str = "",
+    status: MilestoneStatus = "planned",
+    target_date: Optional[date] = None,
+    user_id: Optional[str] = None,
+) -> dict[str, Any]:
+    item = roadmap_service.create_roadmap_item(
+        tenant_id=tenant_id,
+        initiative_id=initiative_id,
+        title=title,
+        item_type="milestone",
+        goal_description=goal_description,
+        status=status,
+        target_date=target_date,
+        user_id=user_id,
+    )
+    return _as_milestone(item)
+
+
+def list_milestones_for_initiative(*, tenant_id: str, initiative_id: str) -> list[dict[str, Any]]:
+    items = roadmap_service.list_roadmap_items_for_initiative(
+        tenant_id=tenant_id, initiative_id=initiative_id
+    )
+    return [_as_milestone(i) for i in items if i["item_type"] == "milestone"]
+
+
+def get_milestone(*, tenant_id: str, milestone_id: str) -> Optional[dict[str, Any]]:
+    item = roadmap_service.get_roadmap_item(tenant_id=tenant_id, item_id=milestone_id)
+    if not item or item["item_type"] != "milestone":
+        return None
+    return _as_milestone(item)
+
+
+def update_milestone(
+    *,
+    tenant_id: str,
+    milestone_id: str,
+    user_id: Optional[str] = None,
+    title: Optional[str] = None,
+    goal_description: Optional[str] = None,
+    status: Optional[MilestoneStatus] = None,
+    target_date: Optional[date] = None,
+    clear_target_date: bool = False,
+) -> Optional[dict[str, Any]]:
+    item = roadmap_service.update_roadmap_item(
+        tenant_id=tenant_id,
+        item_id=milestone_id,
+        user_id=user_id,
+        title=title,
+        goal_description=goal_description,
+        status=status,
+        target_date=target_date,
+        clear_target_date=clear_target_date,
+    )
+    return _as_milestone(item) if item else None
+
+
+def delete_milestone(
+    *,
+    tenant_id: str,
+    milestone_id: str,
+    user_id: Optional[str] = None,
+) -> bool:
+    item = roadmap_service.get_roadmap_item(tenant_id=tenant_id, item_id=milestone_id)
+    if not item or item["item_type"] != "milestone":
+        return False
+    return roadmap_service.delete_roadmap_item(
+        tenant_id=tenant_id, item_id=milestone_id, user_id=user_id
+    )

backend/services/operating_context.py

@@ -0,0 +1,248 @@
+"""Operating Context read model — AP2.3a / AP2.4."""
+
+from __future__ import annotations
+
+from typing import Any, Optional
+
+from psycopg2.extras import RealDictCursor
+
+from db import get_connection
+from entity_archetypes.registry import (
+    get_ui_profile_json,
+    resolve_default_method_key,
+    resolve_ui_profile,
+)
+from services.initiatives import get_initiative
+from services.steering_context import ensure_steering_context, get_steering_context
+from steering.graph.profiles import LIGHT, graph_profile_as_dict
+from steering.backlog_vocabulary import resolve_backlog_vocabulary
+from steering.effective_contract import resolve_effective_steering_elements
+from steering.methods.registry import (
+    get_method,
+    list_compatible_methods,
+    list_composable_modifiers,
+    method_to_dict,
+    ui_features_as_dict,
+)
+
+
+def _load_ui_profile_from_db(archetype_key: str) -> Optional[dict[str, Any]]:
+    conn = get_connection()
+    try:
+        with conn.cursor(cursor_factory=RealDictCursor) as cur:
+            cur.execute(
+                """
+                SELECT ui_profile_json
+                FROM entity_archetypes
+                WHERE archetype_key = %s
+                """,
+                (archetype_key,),
+            )
+            row = cur.fetchone()
+            if not row:
+                return None
+            profile = row.get("ui_profile_json")
+            if isinstance(profile, dict) and profile:
+                return dict(profile)
+            return None
+    finally:
+        conn.close()
+
+
+def _seed_ui_profile(archetype_key: str) -> dict[str, Any]:
+    seed_profile = get_ui_profile_json(archetype_key)
+    if seed_profile:
+        return seed_profile
+    return resolve_ui_profile(archetype_key)
+
+
+def _normalize_ui_profile_capabilities(profile: dict[str, Any]) -> dict[str, Any]:
+    """Spiegelt resolve_ui_profile: omCapabilities aus dataSlices falls fehlend."""
+    result = dict(profile)
+    slices = list(result.get("dataSlices") or [])
+    caps = list(result.get("omCapabilities") or slices)
+    result["dataSlices"] = slices
+    result["omCapabilities"] = caps
+    return result
+
+
+def _resolve_ui_profile(archetype_key: str) -> dict[str, Any]:
+    seed_profile = _seed_ui_profile(archetype_key)
+    db_profile = _load_ui_profile_from_db(archetype_key)
+    if not db_profile:
+        return _normalize_ui_profile_capabilities(seed_profile)
+
+    merged = {**seed_profile, **db_profile}
+    if not (merged.get("omCapabilities") or merged.get("dataSlices")):
+        seed_slices = seed_profile.get("dataSlices") or []
+        merged["dataSlices"] = list(seed_slices)
+    return _normalize_ui_profile_capabilities(merged)
+
+
+def _resolve_om_capabilities(ui_profile: dict[str, Any]) -> frozenset[str]:
+    caps = ui_profile.get("omCapabilities") or ui_profile.get("dataSlices") or []
+    return frozenset(caps)
+
+
+def _resolve_data_slices(
+    *,
+    om_capabilities: frozenset[str],
+    method_key: str,
+) -> list[str]:
+    """Schnittmenge Archetyp-OM ∩ Method-Slices."""
+    method = get_method(method_key)
+    if method and method.data_slices:
+        method_slices = set(method.data_slices)
+        return [s for s in om_capabilities if s in method_slices]
+    return list(om_capabilities)
+
+
+def _method_capabilities(method_key: str) -> dict[str, Any]:
+    method = get_method(method_key)
+    if not method:
+        return {
+            "lifecycle_steps": [],
+            "next_action_strategy_key": "default",
+        }
+    return {
+        "lifecycle_steps": list(method.default_lifecycle_steps),
+        "next_action_strategy_key": method.next_action_strategy_key,
+    }
+
+
+def _resolve_method_contract(method_key: str) -> dict[str, Any]:
+    method = get_method(method_key)
+    if not method:
+        return {
+            "steering_elements": [],
+            "ui_features": {},
+            "graph_profile": graph_profile_as_dict(LIGHT),
+        }
+    return {
+        "steering_elements": sorted(method.steering_elements),
+        "ui_features": ui_features_as_dict(method.ui_features),
+        "graph_profile": graph_profile_as_dict(method.graph_profile),
+    }
+
+
+def _compatible_methods_payload(
+    archetype_key: str,
+    *,
+    om_capabilities: frozenset[str],
+    active_method_key: str,
+) -> list[dict[str, Any]]:
+    default_key = resolve_default_method_key(archetype_key)
+    methods = list_compatible_methods(
+        archetype_key, om_capabilities=om_capabilities
+    )
+    return [
+        {
+            **method_to_dict(m, include_compatibility=False),
+            "is_default": m.key == default_key,
+            "is_active": m.key == active_method_key,
+        }
+        for m in methods
+    ]
+
+
+def _resolve_agent_slot_config(metadata: dict[str, Any]) -> dict[str, Any]:
+    """Governance-Konfiguration für Agent-Slots — keine Prompts."""
+    defaults: dict[str, Any] = {
+        "enabled_slots": ["review.due", "recurring.due", "review.guardrail"],
+        "guardrail_pack": "default_v0",
+        "stale_debt_days": 30,
+    }
+    custom = metadata.get("agent_slots") or metadata.get("agent_slot_config") or {}
+    if isinstance(custom, dict):
+        return {**defaults, **custom}
+    return defaults
+
+
+def get_operating_context(
+    *, tenant_id: str, initiative_id: str
+) -> Optional[dict[str, Any]]:
+    initiative = get_initiative(tenant_id=tenant_id, initiative_id=initiative_id)
+    if not initiative:
+        return None
+
+    steering = get_steering_context(tenant_id=tenant_id, initiative_id=initiative_id)
+    if not steering:
+        steering = ensure_steering_context(
+            tenant_id=tenant_id, initiative_id=initiative_id
+        )
+
+    archetype_key = initiative["archetype_key"]
+    ui_profile = _resolve_ui_profile(archetype_key)
+    om_capabilities = _resolve_om_capabilities(ui_profile)
+    method_key = steering["method_key"]
+    metadata = steering.get("lifecycle_metadata") or {}
+    if isinstance(metadata, str):
+        metadata = {}
+    method_profile_key = metadata.get("method_profile_key")
+    data_slices = _resolve_data_slices(
+        om_capabilities=om_capabilities,
+        method_key=method_key,
+    )
+    method_contract = _resolve_method_contract(method_key)
+    active_composition_modifier = (
+        "agile_iteration"
+        if _resolve_active_agile_composition(
+            tenant_id=tenant_id,
+            initiative_id=initiative_id,
+            primary_method_key=method_key,
+        )
+        else None
+    )
+    effective_steering_elements = resolve_effective_steering_elements(
+        method_key,
+        data_slices=data_slices,
+        active_composition_modifier=active_composition_modifier,
+    )
+    backlog_vocabulary = resolve_backlog_vocabulary(
+        data_slices=data_slices,
+        method_key=method_key,
+        steering_elements=effective_steering_elements,
+    )
+    agent_slot_config = _resolve_agent_slot_config(metadata)
+
+    return {
+        "initiative_id": initiative_id,
+        "archetype_key": archetype_key,
+        "method_key": method_key,
+        "method_profile_key": method_profile_key,
+        "ui_profile": ui_profile,
+        "om_capabilities": sorted(om_capabilities),
+        "data_slices": data_slices,
+        "method_capabilities": _method_capabilities(method_key),
+        "steering_elements": sorted(effective_steering_elements),
+        "primary_steering_elements": method_contract["steering_elements"],
+        "ui_features": method_contract["ui_features"],
+        "graph_profile": method_contract["graph_profile"],
+        "compatible_methods": _compatible_methods_payload(
+            archetype_key,
+            om_capabilities=om_capabilities,
+            active_method_key=method_key,
+        ),
+        "composable_modifiers": [
+            method_to_dict(m, include_compatibility=False)
+            for m in list_composable_modifiers(method_key)
+        ],
+        "active_composition_modifier": active_composition_modifier,
+        "backlog_vocabulary": backlog_vocabulary,
+        "agent_slot_config": agent_slot_config,
+    }
+
+
+def _resolve_active_agile_composition(
+    *,
+    tenant_id: str,
+    initiative_id: str,
+    primary_method_key: str,
+) -> bool:
+    from services.work_cycle import get_active_work_cycle
+    from steering.methods.registry import get_method
+
+    agile = get_method("agile_iteration")
+    if not agile or primary_method_key not in agile.composes_with:
+        return False
+    return get_active_work_cycle(tenant_id=tenant_id, initiative_id=initiative_id) is not None

backend/services/operating_transitions.py

@@ -0,0 +1,187 @@
+"""Minimale Operating-Transitions — AP1.0 mit Hook Dispatch."""
+
+from __future__ import annotations
+
+from typing import Any, Optional
+
+from psycopg2.extras import RealDictCursor
+
+from db import get_connection
+from steering.hooks.dispatch import dispatch_hook
+
+RESOLVED_BLOCKER_STATUSES = frozenset({"resolved", "accepted_risk", "dismissed"})
+
+
+def after_blocker_status_change(
+    *,
+    tenant_id: str,
+    blocker_id: str,
+    action_id: Optional[str],
+    initiative_id: Optional[str] = None,
+    old_status: str,
+    new_status: str,
+    user_id: Optional[str] = None,
+) -> list[dict[str, Any]]:
+    """Blocker geschlossen → verknüpfte blockierte Maßnahme entblocken."""
+    effects: list[dict[str, Any]] = []
+    if new_status == old_status:
+        return effects
+    if new_status not in RESOLVED_BLOCKER_STATUSES or not action_id:
+        return effects
+
+    conn = get_connection()
+    try:
+        with conn.cursor(cursor_factory=RealDictCursor) as cur:
+            cur.execute(
+                """
+                SELECT id, status FROM actions
+                WHERE id = %s AND tenant_id = %s
+                """,
+                (action_id, tenant_id),
+            )
+            action = cur.fetchone()
+            if not action or action["status"] != "blocked":
+                return effects
+
+            cur.execute(
+                """
+                SELECT COUNT(*) AS remaining
+                FROM blockers
+                WHERE tenant_id = %s AND action_id = %s
+                  AND id != %s AND status IN ('open', 'in_progress')
+                """,
+                (tenant_id, action_id, blocker_id),
+            )
+            row = cur.fetchone()
+            remaining = int(row["remaining"]) if row else 0
+            if remaining > 0:
+                effects.append(
+                    {
+                        "kind": "action_still_blocked",
+                        "action_id": str(action_id),
+                        "reason": "other_open_blockers",
+                    }
+                )
+                return effects
+
+            cur.execute(
+                """
+                UPDATE actions SET status = 'open', updated_at = NOW()
+                WHERE id = %s AND tenant_id = %s AND status = 'blocked'
+                RETURNING id
+                """,
+                (action_id, tenant_id),
+            )
+            if cur.fetchone():
+                effects.append(
+                    {
+                        "kind": "action_unblocked",
+                        "action_id": str(action_id),
+                        "trigger": "blocker_resolved",
+                        "blocker_id": blocker_id,
+                    }
+                )
+        conn.commit()
+    finally:
+        conn.close()
+
+    if effects:
+        dispatch_hook(
+            "on_blocker_resolved",
+            None,
+            {
+                "blocker_id": blocker_id,
+                "action_id": action_id,
+                "initiative_id": initiative_id,
+                "effects": effects,
+            },
+            tenant_id=tenant_id,
+            user_id=user_id,
+        )
+        if initiative_id and user_id:
+            from services.steering_events import emit_steering_event
+
+            emit_steering_event(
+                tenant_id=tenant_id,
+                initiative_id=initiative_id,
+                event_kind="situational",
+                payload={"reason": "blocker_resolved", "blocker_id": blocker_id},
+                user_id=user_id,
+            )
+
+    if effects and user_id:
+        from services.audit import log_audit
+
+        log_audit(
+            "operating_transition.action_unblocked",
+            user_id=user_id,
+            tenant_id=tenant_id,
+            details={"effects": effects, "blocker_id": blocker_id},
+        )
+    return effects
+
+
+def after_review_status_change(
+    *,
+    tenant_id: str,
+    review_id: str,
+    action_id: Optional[str],
+    initiative_id: Optional[str] = None,
+    old_status: str,
+    new_status: str,
+    user_id: Optional[str] = None,
+) -> list[dict[str, Any]]:
+    """Review abgeschlossen → Maßnahme aus review_required weiterführen."""
+    effects: list[dict[str, Any]] = []
+    if new_status == old_status or new_status != "completed" or not action_id:
+        return effects
+
+    conn = get_connection()
+    try:
+        with conn.cursor(cursor_factory=RealDictCursor) as cur:
+            cur.execute(
+                """
+                UPDATE actions
+                SET status = 'done', updated_at = NOW()
+                WHERE id = %s AND tenant_id = %s AND status = 'review_required'
+                RETURNING id
+                """,
+                (action_id, tenant_id),
+            )
+            if cur.fetchone():
+                effects.append(
+                    {
+                        "kind": "action_completed_after_review",
+                        "action_id": str(action_id),
+                        "trigger": "review_completed",
+                        "review_id": review_id,
+                    }
+                )
+        conn.commit()
+    finally:
+        conn.close()
+
+    if effects:
+        dispatch_hook(
+            "on_review_completed",
+            None,
+            {
+                "review_id": review_id,
+                "action_id": action_id,
+                "initiative_id": initiative_id,
+                "effects": effects,
+            },
+            tenant_id=tenant_id,
+            user_id=user_id,
+        )
+
+    if effects and user_id:
+        from services.audit import log_audit
+
+        log_audit(
+            "operating_transition.action_completed_after_review",
+            user_id=user_id,
+            tenant_id=tenant_id,
+            details={"effects": effects, "review_id": review_id},
+        )
+    return effects