fix(assembly): update solver submodule — enforce drag quaternion continuity (#338)

Points solver to fix/drag-quat-continuity (solver#40) which fixes
the planar constraint drift during interactive drag by enforcing
quaternion continuity on dragged parts and detecting branch jumps
beyond simple hemisphere negation.

.gitea/workflows/release.yml

@@ -322,6 +322,7 @@ jobs:
 
     env:
       BUILD_TAG: ${{ github.ref_name || inputs.tag }}
+      COMMIT_SHA: ${{ github.sha }}
       NODE_EXTRA_CA_CERTS: /etc/ssl/certs/ca-certificates.crt
 
     steps:
@@ -386,6 +387,7 @@ jobs:
               'name': f'Kindred Create {tag}',
               'body': body,
               'prerelease': prerelease,
+              'target_commitish': '${COMMIT_SHA}',
           }))
           ")
 

.gitignore

@@ -74,3 +74,8 @@ files_to_translate.txt
 
 # mdBook build output
 docs/book/
+
+# To regenerate themed icons: python3 icons/retheme.py
+# icons/themed/ is tracked (committed) so CI builds include them
+
+CLAUDE.md

.gitmodules

@@ -13,6 +13,15 @@
 [submodule "mods/ztools"]
 	path = mods/ztools
 	url = https://git.kindred-systems.com/forbes/ztools.git
+	branch = main
 [submodule "mods/silo"]
 	path = mods/silo
 	url = https://git.kindred-systems.com/kindred/silo-mod.git
+	branch = main
+[submodule "mods/solver"]
+	path = mods/solver
+	url = https://git.kindred-systems.com/kindred/solver.git
+	branch = main
+[submodule "mods/quicknav"]
+	path = mods/quicknav
+	url = https://git.kindred-systems.com/kindred/quicknav.git

CLAUDE.md

@@ -0,0 +1,285 @@
+# CLAUDE.md — Developer Context for Kindred Create
+
+## Project Overview
+
+Kindred Create is a fork of FreeCAD 1.0+ that adds integrated tooling for professional engineering workflows. It ships a context-aware UI system, two addon command sets (ztools and Silo), a Catppuccin Mocha dark theme, and a pluggable file origin layer on top of FreeCAD's parametric modeling core.
+
+- **Kindred Create version:** 0.1.5
+- **FreeCAD base version:** 1.2.0
+- **License:** LGPL-2.1-or-later
+- **Repository:** `git.kindred-systems.com/kindred/create` (Gitea)
+- **Main branch:** `main`
+
+## Quick Start
+
+```bash
+git clone --recursive ssh://git@git.kindred-systems.com:2222/kindred/create.git
+cd create
+pixi run configure      # CMake configure (debug by default)
+pixi run build          # Build
+pixi run install        # Install to build dir
+pixi run freecad        # Launch
+pixi run test           # Run C++ tests (ctest)
+pixi run test-kindred   # Run Python/Kindred tests
+```
+
+Build variants: append `-debug` or `-release` (e.g., `pixi run build-release`). See `CMakePresets.json` for platform-specific presets (Linux x86_64/aarch64, macOS Intel/ARM, Windows x64).
+
+## Repository Structure
+
+```
+create/
+├── src/
+│   ├── App/                    Core application (C++)
+│   ├── Base/                   Base classes, type system, persistence (C++)
+│   ├── Gui/                    GUI framework (C++)
+│   │   ├── EditingContext.h    Editing context resolver (Kindred feature)
+│   │   ├── BreadcrumbToolBar.h Breadcrumb navigation widget (Kindred feature)
+│   │   ├── FileOrigin.h        Abstract origin interface (Kindred feature)
+│   │   ├── OriginManager.h     Origin lifecycle management
+│   │   ├── CommandOrigin.cpp   Origin_Commit/Pull/Push/Info/BOM commands
+│   │   ├── ApplicationPy.h     All FreeCADGui.* Python bindings
+│   │   ├── Application.h       App signals (fastsignals)
+│   │   ├── Stylesheets/        QSS theme files
+│   │   └── PreferencePacks/    Preference configurations (build-time generated)
+│   ├── Mod/                    FreeCAD modules (PartDesign, Assembly, Sketcher, etc.)
+│   │   └── Create/            Kindred Create module
+│   │       ├── Init.py         Console bootstrap — loads addons
+│   │       ├── InitGui.py      GUI bootstrap — loads addons, Silo setup, update checker
+│   │       ├── addon_loader.py Manifest-driven loader with dependency resolution
+│   │       └── kc_format.py    .kc file format preservation
+│   └── 3rdParty/              Vendored dependencies
+│       ├── OndselSolver/      [submodule] Assembly constraint solver (forked)
+│       ├── FastSignals/       Signal/slot library (NOT Boost)
+│       └── GSL/               [submodule] Microsoft Guidelines Support Library
+├── mods/                       Kindred addon modules
+│   ├── sdk/                   Addon SDK — stable API contract (priority 0)
+│   ├── ztools/                [submodule] Command provider (priority 50)
+│   ├── silo/                  [submodule] PLM workbench (priority 60)
+│   ├── solver/                [submodule] Assembly solver research (GNN-based)
+│   └── quicknav/              [submodule] Navigation addon
+├── docs/                       mdBook documentation + architecture docs
+├── tests/                      C++ unit tests (GoogleTest)
+├── package/                    Packaging (debian/, rattler-build/)
+├── resources/                  Branding, icons, desktop integration
+├── cMake/                      CMake helper modules
+├── .gitea/workflows/           CI/CD pipelines
+├── CMakeLists.txt              Root build configuration (CMake 3.22.0+)
+├── CMakePresets.json           Platform build presets
+└── pixi.toml                  Pixi environment and build tasks
+```
+
+## Build System
+
+- **Primary:** CMake 3.22.0+ with Ninja generator
+- **Environment:** [Pixi](https://pixi.sh) (conda-forge) manages all dependencies
+- **Key deps:** Qt 6.8.x, Python 3.11.x, OpenCASCADE 7.8.x, PySide6, Boost, VTK, SMESH
+- **Presets:** `conda-linux-debug`, `conda-linux-release`, `conda-macos-debug`, `conda-macos-release`, `conda-windows-debug`, `conda-windows-release`
+- **Tasks summary:**
+
+| Task | Description |
+|------|-------------|
+| `pixi run configure` | CMake configure (debug) |
+| `pixi run build` | Build (debug) |
+| `pixi run install` | Install to build dir |
+| `pixi run freecad` | Launch FreeCAD |
+| `pixi run test` | C++ tests via ctest |
+| `pixi run test-kindred` | Python/Kindred test suite |
+
+## Architecture Patterns
+
+### Signals — Use FastSignals, NOT Boost
+
+```cpp
+#include <fastsignals/signal.h>
+// See src/Gui/Application.h:121-155 for signal declarations
+```
+
+All signals in `src/Gui/` use `fastsignals::signal`. Never use Boost.Signals2.
+
+### Type Checking Across Modules
+
+Avoid header dependencies between `src/Gui/` and `src/Mod/` by using runtime type checks:
+
+```cpp
+auto type = Base::Type::fromName("Sketcher::SketchObject");
+if (obj->isDerivedFrom(type)) { ... }
+```
+
+### Python Bindings
+
+All `FreeCADGui.*` functions go in `src/Gui/ApplicationPy.h` and `src/Gui/ApplicationPy.cpp`. Use `METH_VARARGS` only (no `METH_KEYWORDS` in this file). Do not create separate files for new Python bindings.
+
+### Toolbar Visibility
+
+Use `ToolBarItem::DefaultVisibility::Unavailable` to hide toolbars by default, then `ToolBarManager::setState(ForceAvailable)` to show them contextually. This pattern is proven by the Sketcher module.
+
+The `appendToolbar` Python API accepts an optional 3rd argument: `"Visible"`, `"Hidden"`, or `"Unavailable"`.
+
+### Editing Context System
+
+The `EditingContextResolver` singleton (`src/Gui/EditingContext.h/.cpp`) drives the context-aware UI. It evaluates registered context definitions in priority order and activates the matching one, setting toolbar visibility and updating the `BreadcrumbToolBar`.
+
+Built-in contexts: `sketcher.edit`, `assembly.edit`, `partdesign.feature`, `partdesign.body`, `assembly.idle`, `spreadsheet`, `empty_document`, `no_document`.
+
+Python API:
+- `FreeCADGui.registerEditingContext()` — register a new context
+- `FreeCADGui.registerEditingOverlay()` — conditional toolbar overlay
+- `FreeCADGui.injectEditingCommands()` — add commands to existing contexts
+- `FreeCADGui.currentEditingContext()` — query active context
+- `FreeCADGui.refreshEditingContext()` — force re-evaluation
+
+### Addon Loading
+
+Addons in `mods/` are loaded by `src/Mod/Create/addon_loader.py`. Each addon provides a `package.xml` with `<kindred>` extensions declaring version bounds, load priority, and dependencies. The loader resolves via topological sort: **sdk** (0) -> **ztools** (50) -> **silo** (60).
+
+A `<workbench>` tag in `package.xml` is required for `InitGui.py` to be loaded, even if no actual workbench is registered.
+
+### Deferred Initialization
+
+GUI setup uses `QTimer.singleShot` with staggered delays:
+- 500ms: `.kc` file format registration
+- 1500ms: Silo origin registration
+- 2000ms: Auth dock + ztools commands
+- 2500ms: Silo overlay
+- 3000ms: Silo first-start check
+- 4000ms: Activity panel
+- 10000ms: Update checker
+
+### Unified Origin System
+
+File operations (New, Open, Save, Commit, Pull, Push) are abstracted behind `FileOrigin` (`src/Gui/FileOrigin.h`). `LocalFileOrigin` handles local files; `SiloOrigin` (`mods/silo/freecad/silo_origin.py`) backs Silo-tracked documents. The active origin is selected automatically based on document properties (`SiloItemId`, `SiloPartNumber`).
+
+## Submodules
+
+| Path | Repository | Branch | Purpose |
+|------|------------|--------|---------|
+| `mods/ztools` | `git.kindred-systems.com/forbes/ztools` | `main` | Extended PartDesign/Assembly/Spreadsheet tools |
+| `mods/silo` | `git.kindred-systems.com/kindred/silo-mod` | `main` | PLM workbench (includes silo-client submodule) |
+| `mods/solver` | `git.kindred-systems.com/kindred/solver` | `main` | Assembly solver research (GNN-based) |
+| `mods/quicknav` | `git.kindred-systems.com/kindred/quicknav` | — | Navigation addon |
+| `src/3rdParty/OndselSolver` | `git.kindred-systems.com/kindred/solver` | — | Constraint solver (forked with NR fix) |
+| `src/3rdParty/GSL` | `github.com/microsoft/GSL` | — | Guidelines Support Library |
+| `src/Mod/AddonManager` | `github.com/FreeCAD/AddonManager` | — | FreeCAD addon manager |
+| `tests/lib` | `github.com/google/googletest` | — | C++ test framework |
+
+Update a submodule:
+```bash
+cd mods/silo
+git checkout main && git pull
+cd ../..
+git add mods/silo
+git commit -m "chore: update silo submodule"
+```
+
+Initialize all submodules: `git submodule update --init --recursive`
+
+## Key Addon Modules
+
+### ztools (`mods/ztools/`)
+
+Command provider (NOT a workbench). Injects tools into PartDesign, Assembly, and Spreadsheet contexts via `_ZToolsManipulator` (WorkbenchManipulator) and `injectEditingCommands()`.
+
+Commands: `ZTools_DatumCreator`, `ZTools_EnhancedPocket`, `ZTools_RotatedLinearPattern`, `ZTools_AssemblyLinearPattern`, `ZTools_AssemblyPolarPattern`, spreadsheet formatting (Bold, Italic, Underline, alignment, colors, QuickAlias).
+
+Source: `mods/ztools/ztools/ztools/commands/` (note the double `ztools` nesting).
+
+### Silo (`mods/silo/`)
+
+PLM workbench with 14 commands for parts lifecycle management. Go REST API server + PostgreSQL + MinIO backend. FreeCAD client communicates via shared `silo-client` submodule.
+
+Silo origin detection: `silo_origin.py:ownsDocument()` checks for `SiloItemId`/`SiloPartNumber` properties on the active document.
+
+### SDK (`mods/sdk/`)
+
+Stable API contract for addons. Provides wrappers for editing contexts, theme tokens (Catppuccin Mocha YAML palette), FileOrigin registration, and deferred dock panels. Addons should use `kindred_sdk.*` instead of `FreeCADGui.*` internals where possible.
+
+## Theme
+
+- **Canonical source:** `src/Gui/Stylesheets/KindredCreate.qss`
+- The PreferencePacks copy at `src/Gui/PreferencePacks/KindredCreate/KindredCreate.qss` is **generated at build time** via `configure_file()`. Only edit the Stylesheets copy.
+- Color palette: Catppuccin Mocha (26 colors + 14 semantic roles, defined in `mods/sdk/kindred_sdk/palettes/catppuccin-mocha.yaml`)
+- Default preferences: `src/Gui/PreferencePacks/KindredCreate/KindredCreate.cfg`
+
+## Git Conventions
+
+### Branch Names
+
+`type/kebab-case-description`
+
+Types: `feat/`, `fix/`, `chore/`, `docs/`, `refactor/`, `art/`
+
+### Commit Messages
+
+[Conventional Commits](https://www.conventionalcommits.org/):
+
+```
+type(scope): lowercase imperative description
+```
+
+| Prefix | Purpose |
+|--------|---------|
+| `feat:` | New feature |
+| `fix:` | Bug fix |
+| `chore:` | Maintenance, dependencies |
+| `docs:` | Documentation only |
+| `art:` | Icons, theme, visual assets |
+| `refactor:` | Code restructuring |
+
+Scopes: `solver`, `sketcher`, `editing-context`, `toolbar`, `ztools`, `silo`, `breadcrumb`, `gui`, `assembly`, `ci`, `theme`, `quicknav`, or omitted.
+
+### PR Workflow
+
+1. Create a branch from `main`: `git checkout -b feat/my-feature main`
+2. Commit with conventional commit messages
+3. Push and open a PR against `main` via Gitea (or `tea pulls create`)
+4. CI runs automatically on PRs
+
+### Code Style
+
+- **C++:** clang-format (`.clang-format`), clang-tidy (`.clang-tidy`)
+- **Python:** black (100-char line length), pylint (`.pylintrc`)
+- **Pre-commit hooks:** `pre-commit install` (runs clang-format, black, trailing-whitespace, etc.)
+
+## CI/CD
+
+- **Build:** `.gitea/workflows/build.yml` — runs on pushes to `main` and on PRs
+- **Release:** `.gitea/workflows/release.yml` — triggered by `v*` tags, builds AppImage and .deb
+- **Platform:** Currently Linux x86_64 only in CI; other platforms have presets but no runners yet
+
+## Documentation
+
+| Document | Content |
+|----------|---------|
+| `README.md` | Project overview, installation, usage |
+| `CONTRIBUTING.md` | Branch workflow, commit conventions, code style |
+| `docs/ARCHITECTURE.md` | Bootstrap flow, addon lifecycle, source layout |
+| `docs/COMPONENTS.md` | Feature inventory (ztools, Silo, origin, theme, icons) |
+| `docs/KNOWN_ISSUES.md` | Known issues, incomplete features, next steps |
+| `docs/INTEGRATION_PLAN.md` | 5-layer architecture, phase status |
+| `docs/CI_CD.md` | Build and release workflows |
+| `docs/KC_SPECIFICATION.md` | .kc file format specification |
+| `docs/UPSTREAM.md` | FreeCAD upstream merge strategy |
+| `docs/INTER_SOLVER.md` | Assembly solver integration |
+| `docs/BOM_MERGE.md` | BOM-Assembly bridge specification |
+
+The `docs/src/` directory contains an mdBook site with detailed guides organized by topic (architecture, development, guide, reference, silo-server, solver).
+
+## Issue Tracker
+
+Issues are tracked on Gitea at `git.kindred-systems.com/kindred/create/issues`. Use the `tea` CLI for local interaction:
+
+```bash
+tea issues              # List open issues
+tea issues 123          # View issue #123 details
+tea pulls create        # Create a PR
+```
+
+## Known Issues and Pitfalls
+
+1. **Silo auth not production-hardened** — LDAP/OIDC backends are coded but need infrastructure deployment
+2. **No unit tests** for ztools/Silo FreeCAD commands or Go backend
+3. **Assembly solver datum handling is minimal** — joints referencing datum planes/points may produce incorrect placement
+4. **PartDesign menu insertion fragility** — `_ZToolsPartDesignManipulator.modifyMenuBar()` inserts after `PartDesign_Boolean`; upstream renames break silently
+5. **`Silo_BOM` requires Silo-tracked document** — unregistered documents show a warning with no registration path
+6. **QSS edits** — only edit `src/Gui/Stylesheets/KindredCreate.qss`; the PreferencePacks copy is auto-generated

CMakeLists.txt

@@ -53,7 +53,7 @@ project(KindredCreate)
 # Kindred Create version
 set(KINDRED_CREATE_VERSION_MAJOR "0")
 set(KINDRED_CREATE_VERSION_MINOR "1")
-set(KINDRED_CREATE_VERSION_PATCH "0")
+set(KINDRED_CREATE_VERSION_PATCH "5")
 set(KINDRED_CREATE_VERSION "${KINDRED_CREATE_VERSION_MAJOR}.${KINDRED_CREATE_VERSION_MINOR}.${KINDRED_CREATE_VERSION_PATCH}")
 
 # Underlying FreeCAD version

docs/ARCHITECTURE.md

@@ -5,42 +5,116 @@
 ```
 FreeCAD startup
   └─ src/Mod/Create/Init.py
-       └─ setup_kindred_addons()
-            ├─ exec(mods/ztools/ztools/Init.py)
-            └─ exec(mods/silo/freecad/Init.py)
+       └─ addon_loader.load_addons(gui=False)
+            ├─ scan_addons("mods/")         — find package.xml manifests
+            ├─ parse_manifest()             — extract <kindred> extensions
+            ├─ validate_manifest()          — check min/max_create_version
+            ├─ resolve_load_order()         — topological sort by <dependency>
+            └─ for each addon in order:
+                 ├─ add addon dir to sys.path
+                 ├─ exec(Init.py)
+                 └─ register in AddonRegistry (FreeCAD.KindredAddons)
 
   └─ src/Mod/Create/InitGui.py
-       ├─ setup_kindred_workbenches()
-       │    ├─ exec(mods/ztools/ztools/InitGui.py)
-       │    │    └─ schedules deferred _register() (2000ms)
-       │    │         ├─ imports ZTools commands
-       │    │         ├─ installs _ZToolsManipulator (global)
-       │    │         └─ injects commands into editing contexts
-       │    └─ exec(mods/silo/freecad/InitGui.py)
-       │         ├─ registers SiloWorkbench
-       │         └─ schedules deferred Silo overlay registration (2500ms)
+       ├─ addon_loader.load_addons(gui=True)
+       │    └─ for each addon in order:
+       │         └─ exec(InitGui.py)
+       │              ├─ sdk (priority 0):    logs "SDK loaded"
+       │              ├─ ztools (priority 50): schedules deferred _register() (2000ms)
+       │              │    ├─ imports ZTools commands
+       │              │    ├─ installs _ZToolsManipulator (global)
+       │              │    └─ injects commands into editing contexts
+       │              └─ silo (priority 60):  registers SiloWorkbench
+       │                   └─ schedules deferred Silo overlay registration (2500ms)
        ├─ EditingContextResolver singleton created (MainWindow constructor)
        │    ├─ registers built-in contexts (PartDesign, Sketcher, Assembly, Spreadsheet)
        │    ├─ connects to signalInEdit/signalResetEdit/signalActiveDocument/signalActivateView
        │    └─ BreadcrumbToolBar connected to contextChanged signal
        └─ Deferred setup (QTimer):
+            ├─  500ms: _register_kc_format()        → .kc file format
             ├─ 1500ms: _register_silo_origin()      → registers Silo FileOrigin
             ├─ 2000ms: _setup_silo_auth_panel()     → "Database Auth" dock
             ├─ 2000ms: ZTools _register()            → commands + manipulator
             ├─ 2500ms: Silo overlay registration     → "Silo Origin" toolbar overlay
             ├─ 3000ms: _check_silo_first_start()    → settings prompt
-            ├─ 4000ms: _setup_silo_activity_panel() → "Database Activity" dock (SSE)
+            ├─ 4000ms: _setup_silo_activity_panel() → "Database Activity" dock
             └─ 10000ms: _check_for_updates()        → update checker (Gitea API)
 ```
 
+### Addon lifecycle
+
+Each addon in `mods/` provides a `package.xml` manifest with a `<kindred>` extension block:
+
+```xml
+<kindred>
+    <min_create_version>0.1.0</min_create_version>
+    <load_priority>50</load_priority>
+    <pure_python>true</pure_python>
+    <dependencies>
+        <dependency>sdk</dependency>
+    </dependencies>
+</kindred>
+```
+
+The loader (`addon_loader.py`) processes addons in this order:
+
+1. **Scan** — find all `mods/*/package.xml` files
+2. **Parse** — extract `<kindred>` metadata (version bounds, priority, dependencies)
+3. **Validate** — reject addons incompatible with the current Create version
+4. **Resolve** — topological sort by `<dependency>` declarations, breaking ties by `<load_priority>`
+5. **Load** — execute `Init.py` (console) then `InitGui.py` (GUI) for each addon
+6. **Register** — populate `FreeCAD.KindredAddons` registry with addon state
+
+Current load order: **sdk** (0) → **ztools** (50) → **silo** (60)
+
 ## Key source layout
 
 ```
-src/Mod/Create/              Kindred bootstrap module (Python)
-  ├── Init.py                Adds mods/ addon paths, loads Init.py files
-  ├── InitGui.py             Loads workbenches, installs Silo manipulators
+src/Mod/Create/              Kindred Create module
+  ├── Init.py                Console bootstrap — loads addons via manifest-driven loader
+  ├── InitGui.py             GUI bootstrap — loads addons, Silo integration, update checker
+  ├── addon_loader.py        Manifest-driven addon loader with dependency resolution
+  ├── kc_format.py           .kc file format round-trip preservation
   ├── version.py.in          CMake template → version.py (build-time)
-  └── update_checker.py      Checks Gitea releases API for updates
+  ├── update_checker.py      Checks Gitea releases API for updates
+  ├── CreateGlobal.h         C++ export macros (CreateExport, CreateGuiExport)
+  ├── App/                   C++ App library (CreateApp.so)
+  │   ├── AppCreate.cpp      Module entry point — PyMOD_INIT_FUNC(CreateApp)
+  │   └── AppCreatePy.cpp    Python module object (Py::ExtensionModule)
+  └── Gui/                   C++ Gui library (CreateGui.so)
+      ├── AppCreateGui.cpp   Module entry point — PyMOD_INIT_FUNC(CreateGui)
+      └── AppCreateGuiPy.cpp Python module object (Py::ExtensionModule)
+
+mods/sdk/                    [dir] Kindred addon SDK — stable API contract
+  ├── package.xml            Manifest (priority 0, no dependencies)
+  ├── kindred_sdk/
+  │   ├── __init__.py        Public API re-exports
+  │   ├── context.py         Editing context wrappers (register_context, register_overlay, ...)
+  │   ├── theme.py           YAML-driven palette system (get_theme_tokens, load_palette, Palette)
+  │   ├── origin.py          FileOrigin registration (register_origin, unregister_origin)
+  │   ├── dock.py            Deferred dock panel helper (register_dock_panel)
+  │   ├── compat.py          Version detection (create_version, freecad_version)
+  │   └── palettes/
+  │       └── catppuccin-mocha.yaml   26 colors + 14 semantic roles
+  └── Init.py / InitGui.py   Minimal log messages
+
+mods/ztools/                 [submodule] command provider (not a workbench)
+  ├── package.xml            Manifest (priority 50, depends on sdk)
+  ├── ztools/InitGui.py      Deferred command registration + _ZToolsManipulator
+  ├── ztools/ztools/
+  │   ├── commands/          Datum, pattern, pocket, assembly, spreadsheet
+  │   ├── datums/core.py     Datum creation via Part::AttachExtension
+  │   └── resources/         Icons (SDK theme tokens), theme utilities
+  └── CatppuccinMocha/       Theme preference pack (QSS)
+
+mods/silo/                   [submodule → silo-mod.git] FreeCAD workbench
+  ├── freecad/package.xml    Manifest (priority 60, depends on sdk)
+  ├── silo-client/           [submodule → silo-client.git] shared API client
+  │   └── silo_client/       SiloClient, SiloSettings, CATEGORY_NAMES
+  └── freecad/               FreeCAD workbench (Python)
+      ├── InitGui.py         SiloWorkbench + overlay registration (via SDK)
+      ├── silo_commands.py   Commands + FreeCADSiloSettings adapter
+      └── silo_origin.py     FileOrigin backend for Silo (via SDK)
 
 src/Gui/EditingContext.h/.cpp        EditingContextResolver singleton + context registry
 src/Gui/BreadcrumbToolBar.h/.cpp     Color-coded breadcrumb toolbar (Catppuccin Mocha)
@@ -49,22 +123,6 @@ src/Gui/CommandOrigin.cpp            Origin_Commit/Pull/Push/Info/BOM commands
 src/Gui/OriginManager.h/.cpp        Origin lifecycle management
 src/Gui/OriginSelectorWidget.h/.cpp  UI for origin selection
 
-mods/ztools/                 [submodule] command provider (not a workbench)
-  ├── ztools/InitGui.py      Deferred command registration + _ZToolsManipulator
-  ├── ztools/ztools/
-  │   ├── commands/          Datum, pattern, pocket, assembly, spreadsheet
-  │   ├── datums/core.py     Datum creation via Part::AttachExtension
-  │   └── resources/         Icons, theme utilities
-  └── CatppuccinMocha/       Theme preference pack (QSS)
-
-mods/silo/                   [submodule -> silo-mod.git] FreeCAD workbench
-  ├── silo-client/           [submodule -> silo-client.git] shared API client
-  │   └── silo_client/       SiloClient, SiloSettings, CATEGORY_NAMES
-  └── freecad/               FreeCAD workbench (Python)
-      ├── InitGui.py         SiloWorkbench + Silo overlay context registration
-      ├── silo_commands.py   Commands + FreeCADSiloSettings adapter
-      └── silo_origin.py     FileOrigin backend for Silo
-
 src/Gui/Stylesheets/         QSS themes and SVG assets
 src/Gui/PreferencePacks/     KindredCreate preference pack (cfg + build-time QSS)
 ```

docs/COMPONENTS.md

@@ -116,4 +116,4 @@ Notable theme customizations beyond standard Catppuccin colors:
 
 ### Palette
 
-All silo-* icons use the Catppuccin Mocha color scheme. See `kindred-icons/README.md` for palette specification and icon design standards.
+All silo-* icons use the Catppuccin Mocha color scheme. See `icons/kindred/README.md` for palette specification and icon design standards.

docs/DAG_CLIENT_INTEGRATION.md

@@ -0,0 +1,395 @@
+# DAG Client Integration Contract
+
+**Status:** Draft
+**Last Updated:** 2026-02-13
+
+This document describes what silo-mod and Headless Create runners need to implement to integrate with the Silo dependency DAG and worker system.
+
+---
+
+## 1. Overview
+
+The DAG system has two client-side integration points:
+
+1. **silo-mod workbench** (desktop) -- pushes DAG data to Silo on save or revision create.
+2. **silorunner + silo-mod** (headless) -- extracts DAGs, validates features, and exports geometry as compute jobs.
+
+Both share the same Python codebase in the silo-mod repository. Desktop users call the code interactively; runners call it headlessly via `create --console`.
+
+---
+
+## 2. DAG Sync Payload
+
+Clients push feature trees to Silo via:
+
+```
+PUT /api/items/{partNumber}/dag
+Authorization: Bearer <user_token or runner_token>
+Content-Type: application/json
+```
+
+### 2.1 Request Body
+
+```json
+{
+  "revision_number": 3,
+  "nodes": [
+    {
+      "node_key": "Sketch001",
+      "node_type": "sketch",
+      "properties_hash": "a1b2c3d4e5f6...",
+      "metadata": {
+        "label": "Base Profile",
+        "constraint_count": 12
+      }
+    },
+    {
+      "node_key": "Pad001",
+      "node_type": "pad",
+      "properties_hash": "f6e5d4c3b2a1...",
+      "metadata": {
+        "label": "Main Extrusion",
+        "length": 25.0
+      }
+    }
+  ],
+  "edges": [
+    {
+      "source_key": "Sketch001",
+      "target_key": "Pad001",
+      "edge_type": "depends_on"
+    }
+  ]
+}
+```
+
+### 2.2 Field Reference
+
+**Nodes:**
+
+| Field | Type | Required | Description |
+|-------|------|----------|-------------|
+| `node_key` | string | yes | Unique within item+revision. Use Create's internal object name (e.g. `Sketch001`, `Pad003`). |
+| `node_type` | string | yes | One of: `sketch`, `pad`, `pocket`, `fillet`, `chamfer`, `constraint`, `body`, `part`, `datum`. |
+| `properties_hash` | string | no | SHA-256 hex digest of the node's parametric inputs. Used for memoization. |
+| `validation_state` | string | no | One of: `clean`, `dirty`, `validating`, `failed`. Defaults to `clean`. |
+| `metadata` | object | no | Arbitrary key-value pairs for display or debugging. |
+
+**Edges:**
+
+| Field | Type | Required | Description |
+|-------|------|----------|-------------|
+| `source_key` | string | yes | The node that is depended upon. |
+| `target_key` | string | yes | The node that depends on the source. |
+| `edge_type` | string | no | One of: `depends_on` (default), `references`, `constrains`. |
+
+**Direction convention:** Edges point from dependency to dependent. If Pad001 depends on Sketch001, the edge is `source_key: "Sketch001"`, `target_key: "Pad001"`.
+
+### 2.3 Response
+
+```json
+{
+  "synced": true,
+  "node_count": 15,
+  "edge_count": 14
+}
+```
+
+---
+
+## 3. Computing properties_hash
+
+The `properties_hash` enables memoization -- if a node's inputs haven't changed since the last validation, it can be skipped. Computing it:
+
+```python
+import hashlib
+import json
+
+def compute_properties_hash(feature_obj):
+    """Hash the parametric inputs of a Create feature."""
+    inputs = {}
+
+    if feature_obj.TypeId == "Sketcher::SketchObject":
+        # Hash geometry + constraints
+        inputs["geometry_count"] = feature_obj.GeometryCount
+        inputs["constraint_count"] = feature_obj.ConstraintCount
+        inputs["geometry"] = str(feature_obj.Shape.exportBrep())
+    elif feature_obj.TypeId == "PartDesign::Pad":
+        inputs["length"] = feature_obj.Length.Value
+        inputs["type"] = str(feature_obj.Type)
+        inputs["reversed"] = feature_obj.Reversed
+        inputs["sketch"] = feature_obj.Profile[0].Name
+    # ... other feature types
+
+    canonical = json.dumps(inputs, sort_keys=True)
+    return hashlib.sha256(canonical.encode()).hexdigest()
+```
+
+The exact inputs per feature type are determined by what parametric values affect the feature's geometry. Include anything that, if changed, would require recomputation.
+
+---
+
+## 4. Feature Tree Walking
+
+To extract the DAG from a Create document:
+
+```python
+import FreeCAD
+
+def extract_dag(doc):
+    """Walk a Create document and return nodes + edges."""
+    nodes = []
+    edges = []
+
+    for obj in doc.Objects:
+        # Skip non-feature objects
+        if not hasattr(obj, "TypeId"):
+            continue
+
+        node_type = classify_type(obj.TypeId)
+        if node_type is None:
+            continue
+
+        nodes.append({
+            "node_key": obj.Name,
+            "node_type": node_type,
+            "properties_hash": compute_properties_hash(obj),
+            "metadata": {
+                "label": obj.Label,
+                "type_id": obj.TypeId,
+            }
+        })
+
+        # Walk dependencies via InList (objects this one depends on)
+        for dep in obj.InList:
+            if hasattr(dep, "TypeId") and classify_type(dep.TypeId):
+                edges.append({
+                    "source_key": dep.Name,
+                    "target_key": obj.Name,
+                    "edge_type": "depends_on",
+                })
+
+    return nodes, edges
+
+
+def classify_type(type_id):
+    """Map Create TypeIds to DAG node types."""
+    mapping = {
+        "Sketcher::SketchObject": "sketch",
+        "PartDesign::Pad": "pad",
+        "PartDesign::Pocket": "pocket",
+        "PartDesign::Fillet": "fillet",
+        "PartDesign::Chamfer": "chamfer",
+        "PartDesign::Body": "body",
+        "Part::Feature": "part",
+        "Sketcher::SketchConstraint": "constraint",
+    }
+    return mapping.get(type_id)
+```
+
+---
+
+## 5. When to Push DAG Data
+
+Push the DAG to Silo in these scenarios:
+
+| Event | Trigger | Who |
+|-------|---------|-----|
+| User saves in silo-mod | On save callback | Desktop silo-mod workbench |
+| User creates a revision | After `POST /api/items/{pn}/revisions` succeeds | Desktop silo-mod workbench |
+| Runner extracts DAG | After `create-dag-extract` job completes | silorunner via `PUT /api/runner/jobs/{id}/dag` |
+| Runner validates | After `create-validate` job, push updated validation states | silorunner via `PUT /api/runner/jobs/{id}/dag` |
+
+---
+
+## 6. Runner Entry Points
+
+silo-mod must provide these Python entry points for headless invocation:
+
+### 6.1 silo.runner.dag_extract
+
+Extracts the feature DAG from a Create file and writes it as JSON.
+
+```python
+# silo/runner.py
+
+def dag_extract(input_path, output_path):
+    """
+    Extract feature DAG from a Create file.
+
+    Args:
+        input_path: Path to the .kc (Kindred Create) file.
+        output_path: Path to write the JSON output.
+
+    Output JSON format:
+    {
+        "nodes": [...],  // Same format as DAG sync payload
+        "edges": [...]
+    }
+    """
+    doc = FreeCAD.openDocument(input_path)
+    nodes, edges = extract_dag(doc)
+
+    with open(output_path, 'w') as f:
+        json.dump({"nodes": nodes, "edges": edges}, f)
+
+    FreeCAD.closeDocument(doc.Name)
+```
+
+### 6.2 silo.runner.validate
+
+Rebuilds all features and reports pass/fail per node.
+
+```python
+def validate(input_path, output_path):
+    """
+    Validate a Create file by rebuilding all features.
+
+    Output JSON format:
+    {
+        "valid": true/false,
+        "nodes": [
+            {
+                "node_key": "Pad001",
+                "state": "clean",       // or "failed"
+                "message": null,        // error message if failed
+                "properties_hash": "..."
+            }
+        ]
+    }
+    """
+    doc = FreeCAD.openDocument(input_path)
+    doc.recompute()
+
+    results = []
+    all_valid = True
+    for obj in doc.Objects:
+        if not hasattr(obj, "TypeId"):
+            continue
+        node_type = classify_type(obj.TypeId)
+        if node_type is None:
+            continue
+
+        state = "clean"
+        message = None
+        if hasattr(obj, "isValid") and not obj.isValid():
+            state = "failed"
+            message = f"Feature {obj.Label} failed to recompute"
+            all_valid = False
+
+        results.append({
+            "node_key": obj.Name,
+            "state": state,
+            "message": message,
+            "properties_hash": compute_properties_hash(obj),
+        })
+
+    with open(output_path, 'w') as f:
+        json.dump({"valid": all_valid, "nodes": results}, f)
+
+    FreeCAD.closeDocument(doc.Name)
+```
+
+### 6.3 silo.runner.export
+
+Exports geometry to STEP, IGES, or other formats.
+
+```python
+def export(input_path, output_path, format="step"):
+    """
+    Export a Create file to an external format.
+
+    Args:
+        input_path: Path to the .kc file.
+        output_path: Path to write the exported file.
+        format: Export format ("step", "iges", "stl", "obj").
+    """
+    doc = FreeCAD.openDocument(input_path)
+
+    import Part
+    shapes = [obj.Shape for obj in doc.Objects if hasattr(obj, "Shape")]
+    compound = Part.makeCompound(shapes)
+
+    format_map = {
+        "step": "STEP",
+        "iges": "IGES",
+        "stl": "STL",
+        "obj": "OBJ",
+    }
+
+    Part.export([compound], output_path)
+    FreeCAD.closeDocument(doc.Name)
+```
+
+---
+
+## 7. Headless Invocation
+
+The `silorunner` binary shells out to Create (with silo-mod installed):
+
+```bash
+# DAG extraction
+create --console -e "from silo.runner import dag_extract; dag_extract('/tmp/job/part.kc', '/tmp/job/dag.json')"
+
+# Validation
+create --console -e "from silo.runner import validate; validate('/tmp/job/part.kc', '/tmp/job/result.json')"
+
+# Export
+create --console -e "from silo.runner import export; export('/tmp/job/part.kc', '/tmp/job/output.step', 'step')"
+```
+
+**Prerequisites:** The runner host must have:
+- Headless Create installed (Kindred's fork of FreeCAD)
+- silo-mod installed as a Create addon (so `from silo.runner import ...` works)
+- No display server required -- `--console` mode is headless
+
+---
+
+## 8. Validation Result Handling
+
+After a runner completes a `create-validate` job, it should:
+
+1. Read the result JSON.
+2. Push updated validation states via `PUT /api/runner/jobs/{jobID}/dag`:
+
+```json
+{
+  "revision_number": 3,
+  "nodes": [
+    {"node_key": "Sketch001", "node_type": "sketch", "validation_state": "clean", "properties_hash": "abc..."},
+    {"node_key": "Pad001", "node_type": "pad", "validation_state": "failed", "properties_hash": "def..."}
+  ],
+  "edges": [
+    {"source_key": "Sketch001", "target_key": "Pad001"}
+  ]
+}
+```
+
+3. Complete the job via `POST /api/runner/jobs/{jobID}/complete` with the summary result.
+
+---
+
+## 9. SSE Events
+
+Clients should listen for these events on `GET /api/events`:
+
+| Event | Payload | When |
+|-------|---------|------|
+| `dag.updated` | `{item_id, part_number, revision_number, node_count, edge_count}` | After any DAG sync |
+| `dag.validated` | `{item_id, part_number, valid, failed_count}` | After validation completes |
+| `job.created` | `{job_id, definition_name, trigger, item_id}` | Job auto-triggered or manually created |
+| `job.claimed` | `{job_id, runner_id, runner}` | Runner claims a job |
+| `job.progress` | `{job_id, progress, message}` | Runner reports progress |
+| `job.completed` | `{job_id, runner_id}` | Job finishes successfully |
+| `job.failed` | `{job_id, runner_id, error}` | Job fails |
+| `job.cancelled` | `{job_id, cancelled_by}` | Job cancelled by user |
+
+---
+
+## 10. Cross-Item Edges
+
+For assembly constraints that reference geometry in child parts (e.g. a mate constraint between two parts), use the `dag_cross_edges` table. These edges bridge the BOM DAG and the feature DAG.
+
+Cross-item edges are **not** included in the standard `PUT /dag` sync. They will be managed through a dedicated endpoint in a future iteration once the assembly constraint model in Create/silo-mod is finalized.
+
+For now, the DAG sync covers intra-item dependencies only. Assembly-level interference detection uses the BOM DAG (`relationships` table) combined with per-item feature DAGs.

docs/INTER_SOLVER.md

@@ -0,0 +1,568 @@
+# Pluggable Assembly Solver Architecture
+
+**Status:** Phase 2 complete  
+**Last Updated:** 2026-02-19
+
+---
+
+## 1. Problem
+
+Kindred Create currently vendors OndselSolver as a monolithic assembly constraint solver. Different engineering domains benefit from different solver strategies — Lagrangian methods work well for rigid body assemblies but poorly for over-constrained or soft-constraint systems. A pluggable architecture lets us ship multiple solvers (including experimental ones) without touching core assembly logic, and lets the server farm out solve jobs to headless worker processes.
+
+---
+
+## 2. Design Goals
+
+1. **Stable C++ API** — A solver-agnostic interface that the Assembly module calls. Solvers are shared libraries loaded at runtime.
+2. **Python binding layer** — Every C++ solver is exposed to Python via pybind11, enabling rapid prototyping, debugging, and server-side execution without a full GUI build.
+3. **Solver-defined joint types** — Each solver declares its own joint/mate vocabulary, mapped from a common base set (inspired by SOLIDWORKS mates: coincident, concentric, tangent, distance, angle, lock, etc.).
+4. **Semi-deterministic solving** — Consistent results given consistent input ordering, with configurable tolerance and iteration limits.
+5. **Server-compatible** — Solvers run as detached processes claimed by `silorunner` workers via the existing job queue.
+
+---
+
+## 3. Architecture Layers
+
+```
+┌──────────────────────────────────────────────────────┐
+│  Layer 4: Server / Worker                            │
+│  silorunner claims solve jobs, executes via Python   │
+│  Headless Create or standalone solver process        │
+├──────────────────────────────────────────────────────┤
+│  Layer 3: Python Debug & Scripting                   │
+│  pybind11 bindings for all solvers                   │
+│  Introspection, step-through, constraint viz         │
+│  import kcsolve; s = kcsolve.load("ondsel")          │
+├──────────────────────────────────────────────────────┤
+│  Layer 2: Solver Plugins (.so / .dll / .dylib)       │
+│  Each implements IKCSolver interface                  │
+│  Registers joint types via manifest                   │
+│  Loaded by SolverRegistry at runtime                  │
+├──────────────────────────────────────────────────────┤
+│  Layer 1: C++ Solver API (libkcsolve)                │
+│  IKCSolver, JointDef, SolveContext, SolveResult      │
+│  SolverRegistry (discovery, loading, selection)       │
+│  Ships as a shared library linked by Assembly module  │
+└──────────────────────────────────────────────────────┘
+```
+
+---
+
+## 4. Layer 1: C++ Solver API
+
+Located at `src/Mod/Assembly/Solver/` (or `src/Lib/KCSolve/` if we want it independent of Assembly).
+
+### 4.1 Core Types
+
+```cpp
+namespace KCSolve {
+
+// Unique identifier for a joint type within a solver
+struct JointTypeId {
+    std::string solver_id;   // e.g. "ondsel", "gnn", "relaxation"
+    std::string joint_name;  // e.g. "coincident", "distance"
+};
+
+// Base joint categories (SOLIDWORKS-inspired vocabulary)
+enum class BaseJointKind {
+    Coincident,
+    Concentric,
+    Tangent,
+    Distance,
+    Angle,
+    Lock,
+    Parallel,
+    Perpendicular,
+    PointOnLine,
+    SymmetricPlane,
+    Gear,
+    Rack,
+    Cam,
+    Slot,
+    Hinge,
+    Slider,
+    Cylindrical,
+    Planar,
+    Ball,
+    Screw,
+    Universal,
+    Custom   // solver-specific extension
+};
+
+// A joint definition registered by a solver plugin
+struct JointDef {
+    JointTypeId id;
+    BaseJointKind base_kind;          // which vanilla category it maps to
+    std::string display_name;
+    std::string description;
+    uint32_t dof_removed;             // degrees of freedom this joint removes
+    std::vector<std::string> params;  // parameter names (e.g. "distance", "angle")
+    bool supports_limits = false;
+    bool supports_friction = false;
+};
+
+// A constraint instance in a solve problem
+struct Constraint {
+    JointTypeId joint_type;
+    std::string part_a;    // part label or id
+    std::string part_b;
+    // Geometry references (face, edge, vertex indices)
+    std::vector<std::string> refs_a;
+    std::vector<std::string> refs_b;
+    std::map<std::string, double> params;   // param_name -> value
+    bool suppressed = false;
+};
+
+// Input to a solve operation
+struct SolveContext {
+    std::vector<Constraint> constraints;
+    // Part placements as 4x4 transforms (initial guess)
+    std::map<std::string, std::array<double, 16>> placements;
+    // Which parts are grounded (fixed)
+    std::set<std::string> grounded;
+    // Solver config
+    double tolerance = 1e-10;
+    uint32_t max_iterations = 500;
+    bool deterministic = true;    // force consistent ordering
+    // Optional: previous solution for warm-starting
+    std::map<std::string, std::array<double, 16>> warm_start;
+};
+
+enum class SolveStatus {
+    Converged,
+    MaxIterationsReached,
+    Overconstrained,
+    Underconstrained,
+    Redundant,
+    Failed
+};
+
+struct ConstraintDiagnostic {
+    std::string constraint_id;
+    double residual;
+    bool satisfied;
+    std::string message;
+};
+
+struct SolveResult {
+    SolveStatus status;
+    uint32_t iterations;
+    double final_residual;
+    double solve_time_ms;
+    std::map<std::string, std::array<double, 16>> placements;
+    std::vector<ConstraintDiagnostic> diagnostics;
+    // For semi-deterministic: hash of input ordering
+    uint64_t input_hash;
+};
+
+} // namespace KCSolve
+```
+
+### 4.2 Solver Interface
+
+```cpp
+namespace KCSolve {
+
+class IKCSolver {
+public:
+    virtual ~IKCSolver() = default;
+
+    // Identity
+    virtual std::string id() const = 0;
+    virtual std::string name() const = 0;
+    virtual std::string version() const = 0;
+
+    // Joint type registry — called once at load
+    virtual std::vector<JointDef> supported_joints() const = 0;
+
+    // Solve
+    virtual SolveResult solve(const SolveContext& ctx) = 0;
+
+    // Incremental: update a single constraint without full re-solve
+    // Default impl falls back to full solve
+    virtual SolveResult update(const SolveContext& ctx,
+                               const std::string& changed_constraint) {
+        return solve(ctx);
+    }
+
+    // Diagnostic: check if a constraint set is well-posed before solving
+    virtual SolveStatus diagnose(const SolveContext& ctx) {
+        return SolveStatus::Converged; // optimistic default
+    }
+
+    // Determinism: given identical input, produce identical output
+    virtual bool is_deterministic() const { return false; }
+};
+
+// Plugin entry point — each .so exports this symbol
+using CreateSolverFn = IKCSolver* (*)();
+
+} // namespace KCSolve
+```
+
+### 4.3 Solver Registry
+
+```cpp
+namespace KCSolve {
+
+class SolverRegistry {
+public:
+    // Scan a directory for solver plugins (*.so / *.dll / *.dylib)
+    void scan(const std::filesystem::path& plugin_dir);
+
+    // Manual registration (for built-in solvers like Ondsel)
+    void register_solver(std::unique_ptr<IKCSolver> solver);
+
+    // Lookup
+    IKCSolver* get(const std::string& solver_id) const;
+    std::vector<std::string> available() const;
+
+    // Joint type resolution: find which solvers support a given base kind
+    std::vector<JointTypeId> joints_for(BaseJointKind kind) const;
+
+    // Global default solver
+    void set_default(const std::string& solver_id);
+    IKCSolver* get_default() const;
+};
+
+} // namespace KCSolve
+```
+
+### 4.4 Plugin Loading
+
+Each solver plugin is a shared library exporting:
+
+```cpp
+extern "C" KCSolve::IKCSolver* kcsolve_create();
+extern "C" const char* kcsolve_api_version();  // "1.0"
+```
+
+The registry `dlopen`s each library, checks `kcsolve_api_version()` compatibility, and calls `kcsolve_create()`. Plugins are discovered from:
+
+1. `<install_prefix>/lib/kcsolve/` — system-installed solvers
+2. `~/.config/KindredCreate/solvers/` — user-installed solvers
+3. `KCSOLVE_PLUGIN_PATH` env var — development overrides
+
+---
+
+## 5. Layer 2: OndselSolver Adapter
+
+The first plugin wraps the existing OndselSolver, mapping its internal constraint types to the `IKCSolver` interface.
+
+```
+src/Mod/Assembly/Solver/
+├── IKCSolver.h            # Interface + types from §4
+├── SolverRegistry.cpp     # Plugin discovery and loading
+├── OndselAdapter.cpp      # Wraps OndselSolver as IKCSolver plugin
+└── CMakeLists.txt
+```
+
+`OndselAdapter` translates between `SolveContext` ↔ OndselSolver's Lagrangian formulation. This is the reference implementation and proves the API works before any new solvers are written.
+
+Joint mapping for OndselAdapter:
+
+| BaseJointKind | Ondsel Constraint | DOF Removed |
+|---------------|-------------------|-------------|
+| Coincident | PointOnPoint | 3 |
+| Concentric | CylindricalOnCylindrical | 4 |
+| Tangent | FaceOnFace (tangent mode) | 1 |
+| Distance | PointOnPoint + offset | 2 |
+| Angle | AxisAngle | 1 |
+| Lock | FullLock | 6 |
+| Hinge | RevoluteJoint | 5 |
+| Slider | PrismaticJoint | 5 |
+| Cylindrical | CylindricalJoint | 4 |
+| Ball | SphericalJoint | 3 |
+
+---
+
+## 6. Layer 3: Python Bindings
+
+### 6.1 pybind11 Module
+
+```
+src/Mod/Assembly/Solver/bindings/
+├── kcsolve_py.cpp         # pybind11 module definition
+└── CMakeLists.txt
+```
+
+```python
+import kcsolve
+
+# List available solvers
+print(kcsolve.available())  # ["ondsel", ...]
+
+# Load a solver
+solver = kcsolve.load("ondsel")
+print(solver.name, solver.version)
+print(solver.supported_joints())
+
+# Build a problem
+ctx = kcsolve.SolveContext()
+ctx.add_part("base", placement=..., grounded=True)
+ctx.add_part("arm", placement=...)
+ctx.add_constraint("coincident", "base", "arm",
+                    refs_a=["Face6"], refs_b=["Face1"])
+
+# Solve
+result = solver.solve(ctx)
+print(result.status)          # SolveStatus.Converged
+print(result.iterations)      # 12
+print(result.solve_time_ms)   # 3.4
+print(result.placements["arm"])
+
+# Diagnostics per constraint
+for d in result.diagnostics:
+    print(f"{d.constraint_id}: residual={d.residual:.2e} ok={d.satisfied}")
+```
+
+### 6.2 Debug / Introspection API
+
+The Python layer adds capabilities the C++ interface intentionally omits for performance:
+
+```python
+# Step-through solving (debug mode)
+debugger = kcsolve.Debugger(solver, ctx)
+for step in debugger.iterate():
+    print(f"iter {step.iteration}: residual={step.residual:.6e}")
+    print(f"  moved: {step.parts_moved}")
+    print(f"  worst constraint: {step.worst_constraint}")
+    if step.residual < 1e-8:
+        break
+
+# Constraint dependency graph
+graph = kcsolve.dependency_graph(ctx)
+# Returns dict: constraint_id -> [dependent_constraint_ids]
+
+# DOF analysis
+analysis = kcsolve.dof_analysis(ctx)
+print(f"Total DOF: {analysis.total_dof}")
+print(f"Removed: {analysis.constrained_dof}")
+print(f"Remaining: {analysis.free_dof}")
+for part, dofs in analysis.per_part.items():
+    print(f"  {part}: {dofs} free")
+```
+
+### 6.3 Pure-Python Solver Support
+
+The Python layer also supports solvers written entirely in Python (no C++ required). This is the fast path for prototyping new approaches (GNN, relaxation, etc.):
+
+```python
+class RelaxationSolver(kcsolve.PySolver):
+    """A pure-Python iterative relaxation solver for prototyping."""
+
+    id = "relaxation"
+    name = "Iterative Relaxation"
+    version = "0.1.0"
+
+    def supported_joints(self):
+        return [
+            kcsolve.JointDef("coincident", kcsolve.BaseJointKind.Coincident, dof_removed=3),
+            kcsolve.JointDef("distance", kcsolve.BaseJointKind.Distance, dof_removed=2),
+            # ...
+        ]
+
+    def solve(self, ctx: kcsolve.SolveContext) -> kcsolve.SolveResult:
+        placements = dict(ctx.placements)
+        for i in range(ctx.max_iterations):
+            max_residual = 0.0
+            for c in ctx.constraints:
+                residual = self._eval_constraint(c, placements)
+                correction = self._compute_correction(c, residual)
+                self._apply_correction(placements, c, correction)
+                max_residual = max(max_residual, abs(residual))
+            if max_residual < ctx.tolerance:
+                return kcsolve.SolveResult(
+                    status=kcsolve.SolveStatus.Converged,
+                    iterations=i + 1,
+                    final_residual=max_residual,
+                    placements=placements
+                )
+        return kcsolve.SolveResult(
+            status=kcsolve.SolveStatus.MaxIterationsReached,
+            iterations=ctx.max_iterations,
+            final_residual=max_residual,
+            placements=placements
+        )
+
+# Register at runtime
+kcsolve.register(RelaxationSolver())
+```
+
+Python solvers are discovered from:
+- `<user_macros>/solvers/*.py` — user-written solvers
+- `mods/*/solvers/*.py` — addon-provided solvers
+
+---
+
+## 7. Layer 4: Server Integration
+
+### 7.1 Solve Job Definition
+
+Extends the existing worker system (WORKERS.md) with a new job type:
+
+```yaml
+job:
+  name: assembly-solve
+  version: 1
+  description: "Solve assembly constraints using specified solver"
+  trigger:
+    type: revision_created
+    filter:
+      item_type: assembly
+  scope:
+    type: assembly
+  compute:
+    type: solve
+    command: create-solve
+    args:
+      solver: ondsel           # or "auto" for registry default
+      tolerance: 1e-10
+      max_iterations: 500
+      deterministic: true
+      output_placements: true  # write solved placements back to revision
+      output_diagnostics: true # store constraint diagnostics in job result
+  runner:
+    tags: [create, solver]
+  timeout: 300
+  max_retries: 1
+  priority: 75
+```
+
+### 7.2 Headless Solve via Runner
+
+The `create-solve` command in `silorunner`:
+
+1. Claims job from Silo server
+2. Downloads the assembly `.kc` file
+3. Launches Headless Create (or standalone Python if pure-Python solver)
+4. Loads the assembly, extracts constraint graph → `SolveContext`
+5. Calls `solver.solve(ctx)`
+6. Reports `SolveResult` back via `POST /api/runner/jobs/{id}/complete`
+7. Optionally writes updated placements as a new revision
+
+### 7.3 Standalone Solve Process (No GUI)
+
+For server-side batch solving without Headless Create overhead:
+
+```python
+#!/usr/bin/env python3
+"""Standalone solver worker — no FreeCAD dependency."""
+import kcsolve
+import json, sys
+
+problem = json.load(sys.stdin)
+ctx = kcsolve.SolveContext.from_dict(problem)
+
+solver = kcsolve.load(problem.get("solver", "ondsel"))
+result = solver.solve(ctx)
+
+json.dump(result.to_dict(), sys.stdout)
+```
+
+This enables lightweight solver containers that don't need the full Create installation — useful for CI validation, quick constraint checks, and scaling solver capacity independently of geometry workers.
+
+---
+
+## 8. Semi-Deterministic Behavior
+
+"Semi-deterministic" means: given the same constraint set and initial placements, the solver produces the same result. This is achieved by:
+
+1. **Canonical input ordering** — `SolveContext` sorts constraints and parts by a stable key (part label + constraint index) before passing to the solver. The ordering hash is stored in `SolveResult.input_hash`.
+
+2. **Solver contract** — `IKCSolver::is_deterministic()` reports whether the implementation guarantees this. OndselAdapter does (Lagrangian formulation with fixed pivot ordering). A GNN solver might not.
+
+3. **Tolerance-aware comparison** — Two `SolveResult`s are "equivalent" if all placement deltas are within tolerance, even if iteration counts differ. Used for regression testing.
+
+4. **Warm-start stability** — When `warm_start` placements are provided, the solver should converge to the same solution as a cold start (within tolerance), just faster. This is validated in the test suite.
+
+---
+
+## 9. Implementation Phases
+
+### Phase 1: API + OndselAdapter (foundation) -- COMPLETE
+
+- Defined `IKCSolver.h`, core types (`Types.h`), `SolverRegistry`
+- Implemented `OndselAdapter` wrapping existing solver
+- Assembly module calls through `SolverRegistry` instead of directly calling OndselSolver
+- 18 C++ tests, 6 Python integration tests
+- **PR:** #297 (merged)
+
+### Phase 2: pybind11 Bindings -- COMPLETE
+
+- Built `kcsolve` pybind11 module exposing all enums, structs, and classes
+- `PyIKCSolver` trampoline for pure-Python solver subclasses
+- `register_solver()` for runtime Python solver registration
+- `PySolverHolder` for GIL-safe forwarding of virtual calls
+- 16 Python tests covering types, registry, and Python solver round-trips
+- Debug/introspection API (Debugger, `dependency_graph()`, `dof_analysis()`) deferred to Phase 4+
+- Automatic Python solver discovery (`mods/*/solvers/`) deferred -- users call `register_solver()` explicitly
+- **PR:** #298
+- **Docs:** `docs/src/architecture/ondsel-solver.md`, `docs/src/reference/kcsolve-python.md`
+
+### Phase 3: Server Integration
+
+- `create-solve` command for `silorunner`
+- YAML job definition for solve jobs
+- Standalone solver process (no FreeCAD dependency)
+- `SolveContext` JSON serialization for inter-process communication
+- **Deliverable:** Solve jobs run async through the worker system
+
+### Phase 4: Second Solver (validation)
+
+- Implement a simple relaxation or gradient-descent solver as a Python plugin
+- Validates that the API actually supports different solving strategies
+- Benchmark against OndselAdapter for correctness and performance
+- **Deliverable:** Two interchangeable solvers, selectable per-assembly
+
+### Phase 5: GNN Solver (future)
+
+- Graph Neural Network approach from existing roadmap
+- Likely a Python solver wrapping a trained model
+- Focus on fast approximate solutions for interactive editing
+- Falls back to OndselAdapter for final precision solve
+- **Deliverable:** Hybrid solve pipeline (GNN fast-guess → Lagrangian refinement)
+
+---
+
+## 10. File Locations
+
+```
+src/Lib/KCSolve/              # or src/Mod/Assembly/Solver/
+├── include/
+│   └── KCSolve/
+│       ├── IKCSolver.h        # Interface + all types
+│       ├── SolverRegistry.h   # Plugin loading and lookup
+│       └── Types.h            # Enums, structs
+├── src/
+│   ├── SolverRegistry.cpp
+│   └── OndselAdapter.cpp
+├── bindings/
+│   └── kcsolve_py.cpp         # pybind11
+├── plugins/                   # Additional compiled solver plugins
+└── CMakeLists.txt
+```
+
+---
+
+## 11. Open Questions
+
+1. **Location**: `src/Lib/KCSolve/` (independent library, usable without Assembly module) vs `src/Mod/Assembly/Solver/` (tighter coupling, simpler build)? Leaning toward `src/Lib/` since server workers need it without the full Assembly module.
+
+2. **Geometry abstraction**: The C++ API uses string references for faces/edges/vertices. Should we pass actual OCC geometry (TopoDS_Shape) through the interface, or keep it abstract and let each solver adapter resolve references? Abstract is more portable but adds a translation step.
+
+3. **Constraint persistence**: Currently constraints live in the FCStd XML. Should the pluggable layer introduce its own serialization, or always read/write through FreeCAD's property system?
+
+4. **API versioning**: `kcsolve_api_version()` returns a string. Semver with major-only breaking changes? How strict on backward compat for the plugin ABI?
+
+5. **License implications**: OndselSolver is LGPL. New solver plugins could be any license since they're loaded at runtime via a stable C API boundary. Confirm this interpretation.
+
+---
+
+## 12. References
+
+- [ondsel-solver.md](ondsel-solver.md) — Current solver documentation
+- [WORKERS.md](WORKERS.md) — Worker/runner job system
+- [MULTI_USER_EDITS.md](MULTI_USER_EDITS.md) — Async validation pipeline
+- [DAG.md](DAG.md) — Dependency graph for incremental recompute
+- [ROADMAP.md](ROADMAP.md) — Tier 3 compute modules, GNN solver plans

docs/KC_SPECIFICATION.md

@@ -468,7 +468,7 @@ The `kc_version` field in `silo/manifest.json` tracks the schema version. When t
 | MIME type | `application/x-kindred-create` |
 | UTI (macOS) | `com.kindred-systems.create.document` |
 | Magic bytes | `PK` (ZIP header, offset 0) + `silo/manifest.json` entry present |
-| Icon | Kindred Create document icon (from `kindred-icons/` asset set) |
+| Icon | Kindred Create document icon (from `icons/kindred/` asset set) |
 
 ---
 

docs/KNOWN_ISSUES.md

@@ -16,7 +16,7 @@
 
 5. **No unit tests.** Zero test coverage for ztools and Silo FreeCAD commands. Silo Go backend also lacks tests.
 
-6. **Assembly solver datum handling is minimal.** The `findPlacement()` fix in `src/Mod/Assembly/UtilsAssembly.py` extracts placement from `obj.Shape.Faces[0]` for `PartDesign::Plane` and from shape vertex for `PartDesign::Point`. Does not handle empty shapes or non-planar datum objects.
+6. **Assembly solver datum handling is minimal.** `UtilsAssembly.findPlacement()` handles standard shapes (faces, edges, vertices) and `App::Line` origin objects. It does not extract placement from `PartDesign::Plane` or `PartDesign::Point` datum objects — when no element is selected, it returns a default `App.Placement()`. This means assembly joints referencing datum planes/points may produce incorrect placement.
 
 ### Medium
 
@@ -26,9 +26,9 @@
 
 9. **tangent_to_cylinder falls back to manual placement.** TangentPlane MapMode requires a vertex reference not collected by the current UI.
 
-10. **`delete_bom_entry()` bypasses error normalization.** Uses raw `urllib.request` instead of `SiloClient._request()`.
+10. ~~**`delete_bom_entry()` bypasses error normalization.**~~ Resolved. `delete_bom_entry()` uses `self._request("DELETE", ...)` which routes through `SiloClient._request()` with proper error handling.
 
-11. **Missing Silo icons.** Three commands reference icons that don't exist: `silo-tag.svg` (`Silo_TagProjects`), `silo-rollback.svg` (`Silo_Rollback`), `silo-status.svg` (`Silo_SetStatus`). The `_icon()` function returns an empty string, so these commands render without toolbar icons.
+11. ~~**Missing Silo icons.**~~ Resolved. All three icons now exist: `silo-tag.svg`, `silo-rollback.svg`, `silo-status.svg` in `mods/silo/freecad/resources/icons/`.
 
 ### Fixed (retain for reference)
 
@@ -50,7 +50,7 @@
 | CSRF protection | Implemented | `nosurf` library on web form routes |
 | File locking | Not implemented | Needed to prevent concurrent edits |
 | Odoo ERP integration | Stub only | Returns "not yet implemented" |
-| Part number date segments | Broken | `formatDate()` returns error |
+| Part number date segments | Unknown | `formatDate()` reference is stale — function not found in codebase |
 | Location/inventory APIs | Tables exist, no handlers | |
 | CSV import rollback | Not implemented | `bom_handlers.go` |
 | SSE event streaming | Implemented | Reconnect logic with exponential backoff |
@@ -71,14 +71,20 @@
 
 1. **Authentication hardening** -- Deploy FreeIPA and Keycloak infrastructure. End-to-end test LDAP and OIDC flows. Harden token rotation and session expiry.
 
-2. **BOM-Assembly bridge** -- Auto-populate Silo BOM from Assembly component links on save.
+2. **BOM-Assembly bridge** -- Auto-populate Silo BOM from Assembly component links on save. See `docs/BOM_MERGE.md` for specification.
 
 3. **File locking** -- Pessimistic locks on `Silo_Open` to prevent concurrent edits. Requires server-side lock table and client-side lock display.
 
-4. **Build system** -- CMake install rules for `mods/` submodules so packages include ztools and Silo without manual steps.
+4. ~~**Build system**~~ Done. CMake install rules in `src/Mod/Create/CMakeLists.txt` handle all `mods/` submodules.
 
 5. **Test coverage** -- Unit tests for ztools datum creation, Silo FreeCAD commands, and Go API endpoints.
 
-6. **QSS consolidation** -- Eliminate the 3-copy QSS duplication via build-time copy or symlinks. The canonical source is `resources/preferences/KindredCreate/KindredCreate.qss`.
+6. ~~**QSS consolidation**~~ Done. Canonical QSS is `src/Gui/Stylesheets/KindredCreate.qss`; PreferencePacks copy generated at build time via `configure_file()`.
 
-7. **Update notification UI** -- Display in-app notification when a new release is available (issue #30). The update checker backend is already implemented.
+7. **Update notification UI** -- Display in-app notification when a new release is available (issue #30). The update checker backend (`update_checker.py`) runs at startup; notification UI still needed.
+
+8. **KC file format completion** -- Populate `silo_instance` and `revision_hash` in manifest.json. Implement write-back for history.json, approvals.json, dependencies.json. See `docs/KC_SPECIFICATION.md`.
+
+9. **ztools SDK migration** -- Add `<kindred>` metadata to `mods/ztools/package.xml` (load priority, version bounds, SDK dependency). Migrate `InitGui.py` to use `kindred_sdk` APIs for context/overlay registration.
+
+10. **DAG cross-item edges** -- Assembly constraints referencing geometry in child parts should populate `dag_cross_edges`. Deferred until assembly constraint model is finalized.

docs/MULTI_USER_CLIENT.md

@@ -0,0 +1,395 @@
+# DAG Client Integration Contract
+
+**Status:** Draft
+**Last Updated:** 2026-02-13
+
+This document describes what silo-mod and Headless Create runners need to implement to integrate with the Silo dependency DAG and worker system.
+
+---
+
+## 1. Overview
+
+The DAG system has two client-side integration points:
+
+1. **silo-mod workbench** (desktop) -- pushes DAG data to Silo on save or revision create.
+2. **silorunner + silo-mod** (headless) -- extracts DAGs, validates features, and exports geometry as compute jobs.
+
+Both share the same Python codebase in the silo-mod repository. Desktop users call the code interactively; runners call it headlessly via `create --console`.
+
+---
+
+## 2. DAG Sync Payload
+
+Clients push feature trees to Silo via:
+
+```
+PUT /api/items/{partNumber}/dag
+Authorization: Bearer <user_token or runner_token>
+Content-Type: application/json
+```
+
+### 2.1 Request Body
+
+```json
+{
+  "revision_number": 3,
+  "nodes": [
+    {
+      "node_key": "Sketch001",
+      "node_type": "sketch",
+      "properties_hash": "a1b2c3d4e5f6...",
+      "metadata": {
+        "label": "Base Profile",
+        "constraint_count": 12
+      }
+    },
+    {
+      "node_key": "Pad001",
+      "node_type": "pad",
+      "properties_hash": "f6e5d4c3b2a1...",
+      "metadata": {
+        "label": "Main Extrusion",
+        "length": 25.0
+      }
+    }
+  ],
+  "edges": [
+    {
+      "source_key": "Sketch001",
+      "target_key": "Pad001",
+      "edge_type": "depends_on"
+    }
+  ]
+}
+```
+
+### 2.2 Field Reference
+
+**Nodes:**
+
+| Field | Type | Required | Description |
+|-------|------|----------|-------------|
+| `node_key` | string | yes | Unique within item+revision. Use Create's internal object name (e.g. `Sketch001`, `Pad003`). |
+| `node_type` | string | yes | One of: `sketch`, `pad`, `pocket`, `fillet`, `chamfer`, `constraint`, `body`, `part`, `datum`. |
+| `properties_hash` | string | no | SHA-256 hex digest of the node's parametric inputs. Used for memoization. |
+| `validation_state` | string | no | One of: `clean`, `dirty`, `validating`, `failed`. Defaults to `clean`. |
+| `metadata` | object | no | Arbitrary key-value pairs for display or debugging. |
+
+**Edges:**
+
+| Field | Type | Required | Description |
+|-------|------|----------|-------------|
+| `source_key` | string | yes | The node that is depended upon. |
+| `target_key` | string | yes | The node that depends on the source. |
+| `edge_type` | string | no | One of: `depends_on` (default), `references`, `constrains`. |
+
+**Direction convention:** Edges point from dependency to dependent. If Pad001 depends on Sketch001, the edge is `source_key: "Sketch001"`, `target_key: "Pad001"`.
+
+### 2.3 Response
+
+```json
+{
+  "synced": true,
+  "node_count": 15,
+  "edge_count": 14
+}
+```
+
+---
+
+## 3. Computing properties_hash
+
+The `properties_hash` enables memoization -- if a node's inputs haven't changed since the last validation, it can be skipped. Computing it:
+
+```python
+import hashlib
+import json
+
+def compute_properties_hash(feature_obj):
+    """Hash the parametric inputs of a Create feature."""
+    inputs = {}
+
+    if feature_obj.TypeId == "Sketcher::SketchObject":
+        # Hash geometry + constraints
+        inputs["geometry_count"] = feature_obj.GeometryCount
+        inputs["constraint_count"] = feature_obj.ConstraintCount
+        inputs["geometry"] = str(feature_obj.Shape.exportBrep())
+    elif feature_obj.TypeId == "PartDesign::Pad":
+        inputs["length"] = feature_obj.Length.Value
+        inputs["type"] = str(feature_obj.Type)
+        inputs["reversed"] = feature_obj.Reversed
+        inputs["sketch"] = feature_obj.Profile[0].Name
+    # ... other feature types
+
+    canonical = json.dumps(inputs, sort_keys=True)
+    return hashlib.sha256(canonical.encode()).hexdigest()
+```
+
+The exact inputs per feature type are determined by what parametric values affect the feature's geometry. Include anything that, if changed, would require recomputation.
+
+---
+
+## 4. Feature Tree Walking
+
+To extract the DAG from a Create document:
+
+```python
+import FreeCAD
+
+def extract_dag(doc):
+    """Walk a Create document and return nodes + edges."""
+    nodes = []
+    edges = []
+
+    for obj in doc.Objects:
+        # Skip non-feature objects
+        if not hasattr(obj, "TypeId"):
+            continue
+
+        node_type = classify_type(obj.TypeId)
+        if node_type is None:
+            continue
+
+        nodes.append({
+            "node_key": obj.Name,
+            "node_type": node_type,
+            "properties_hash": compute_properties_hash(obj),
+            "metadata": {
+                "label": obj.Label,
+                "type_id": obj.TypeId,
+            }
+        })
+
+        # Walk dependencies via InList (objects this one depends on)
+        for dep in obj.InList:
+            if hasattr(dep, "TypeId") and classify_type(dep.TypeId):
+                edges.append({
+                    "source_key": dep.Name,
+                    "target_key": obj.Name,
+                    "edge_type": "depends_on",
+                })
+
+    return nodes, edges
+
+
+def classify_type(type_id):
+    """Map Create TypeIds to DAG node types."""
+    mapping = {
+        "Sketcher::SketchObject": "sketch",
+        "PartDesign::Pad": "pad",
+        "PartDesign::Pocket": "pocket",
+        "PartDesign::Fillet": "fillet",
+        "PartDesign::Chamfer": "chamfer",
+        "PartDesign::Body": "body",
+        "Part::Feature": "part",
+        "Sketcher::SketchConstraint": "constraint",
+    }
+    return mapping.get(type_id)
+```
+
+---
+
+## 5. When to Push DAG Data
+
+Push the DAG to Silo in these scenarios:
+
+| Event | Trigger | Who |
+|-------|---------|-----|
+| User saves in silo-mod | On save callback | Desktop silo-mod workbench |
+| User creates a revision | After `POST /api/items/{pn}/revisions` succeeds | Desktop silo-mod workbench |
+| Runner extracts DAG | After `create-dag-extract` job completes | silorunner via `PUT /api/runner/jobs/{id}/dag` |
+| Runner validates | After `create-validate` job, push updated validation states | silorunner via `PUT /api/runner/jobs/{id}/dag` |
+
+---
+
+## 6. Runner Entry Points
+
+silo-mod must provide these Python entry points for headless invocation:
+
+### 6.1 silo.runner.dag_extract
+
+Extracts the feature DAG from a Create file and writes it as JSON.
+
+```python
+# silo/runner.py
+
+def dag_extract(input_path, output_path):
+    """
+    Extract feature DAG from a Create file.
+
+    Args:
+        input_path: Path to the .kc (Kindred Create) file.
+        output_path: Path to write the JSON output.
+
+    Output JSON format:
+    {
+        "nodes": [...],  // Same format as DAG sync payload
+        "edges": [...]
+    }
+    """
+    doc = FreeCAD.openDocument(input_path)
+    nodes, edges = extract_dag(doc)
+
+    with open(output_path, 'w') as f:
+        json.dump({"nodes": nodes, "edges": edges}, f)
+
+    FreeCAD.closeDocument(doc.Name)
+```
+
+### 6.2 silo.runner.validate
+
+Rebuilds all features and reports pass/fail per node.
+
+```python
+def validate(input_path, output_path):
+    """
+    Validate a Create file by rebuilding all features.
+
+    Output JSON format:
+    {
+        "valid": true/false,
+        "nodes": [
+            {
+                "node_key": "Pad001",
+                "state": "clean",       // or "failed"
+                "message": null,        // error message if failed
+                "properties_hash": "..."
+            }
+        ]
+    }
+    """
+    doc = FreeCAD.openDocument(input_path)
+    doc.recompute()
+
+    results = []
+    all_valid = True
+    for obj in doc.Objects:
+        if not hasattr(obj, "TypeId"):
+            continue
+        node_type = classify_type(obj.TypeId)
+        if node_type is None:
+            continue
+
+        state = "clean"
+        message = None
+        if hasattr(obj, "isValid") and not obj.isValid():
+            state = "failed"
+            message = f"Feature {obj.Label} failed to recompute"
+            all_valid = False
+
+        results.append({
+            "node_key": obj.Name,
+            "state": state,
+            "message": message,
+            "properties_hash": compute_properties_hash(obj),
+        })
+
+    with open(output_path, 'w') as f:
+        json.dump({"valid": all_valid, "nodes": results}, f)
+
+    FreeCAD.closeDocument(doc.Name)
+```
+
+### 6.3 silo.runner.export
+
+Exports geometry to STEP, IGES, or other formats.
+
+```python
+def export(input_path, output_path, format="step"):
+    """
+    Export a Create file to an external format.
+
+    Args:
+        input_path: Path to the .kc file.
+        output_path: Path to write the exported file.
+        format: Export format ("step", "iges", "stl", "obj").
+    """
+    doc = FreeCAD.openDocument(input_path)
+
+    import Part
+    shapes = [obj.Shape for obj in doc.Objects if hasattr(obj, "Shape")]
+    compound = Part.makeCompound(shapes)
+
+    format_map = {
+        "step": "STEP",
+        "iges": "IGES",
+        "stl": "STL",
+        "obj": "OBJ",
+    }
+
+    Part.export([compound], output_path)
+    FreeCAD.closeDocument(doc.Name)
+```
+
+---
+
+## 7. Headless Invocation
+
+The `silorunner` binary shells out to Create (with silo-mod installed):
+
+```bash
+# DAG extraction
+create --console -e "from silo.runner import dag_extract; dag_extract('/tmp/job/part.kc', '/tmp/job/dag.json')"
+
+# Validation
+create --console -e "from silo.runner import validate; validate('/tmp/job/part.kc', '/tmp/job/result.json')"
+
+# Export
+create --console -e "from silo.runner import export; export('/tmp/job/part.kc', '/tmp/job/output.step', 'step')"
+```
+
+**Prerequisites:** The runner host must have:
+- Headless Create installed (Kindred's fork of FreeCAD)
+- silo-mod installed as a Create addon (so `from silo.runner import ...` works)
+- No display server required -- `--console` mode is headless
+
+---
+
+## 8. Validation Result Handling
+
+After a runner completes a `create-validate` job, it should:
+
+1. Read the result JSON.
+2. Push updated validation states via `PUT /api/runner/jobs/{jobID}/dag`:
+
+```json
+{
+  "revision_number": 3,
+  "nodes": [
+    {"node_key": "Sketch001", "node_type": "sketch", "validation_state": "clean", "properties_hash": "abc..."},
+    {"node_key": "Pad001", "node_type": "pad", "validation_state": "failed", "properties_hash": "def..."}
+  ],
+  "edges": [
+    {"source_key": "Sketch001", "target_key": "Pad001"}
+  ]
+}
+```
+
+3. Complete the job via `POST /api/runner/jobs/{jobID}/complete` with the summary result.
+
+---
+
+## 9. SSE Events
+
+Clients should listen for these events on `GET /api/events`:
+
+| Event | Payload | When |
+|-------|---------|------|
+| `dag.updated` | `{item_id, part_number, revision_number, node_count, edge_count}` | After any DAG sync |
+| `dag.validated` | `{item_id, part_number, valid, failed_count}` | After validation completes |
+| `job.created` | `{job_id, definition_name, trigger, item_id}` | Job auto-triggered or manually created |
+| `job.claimed` | `{job_id, runner_id, runner}` | Runner claims a job |
+| `job.progress` | `{job_id, progress, message}` | Runner reports progress |
+| `job.completed` | `{job_id, runner_id}` | Job finishes successfully |
+| `job.failed` | `{job_id, runner_id, error}` | Job fails |
+| `job.cancelled` | `{job_id, cancelled_by}` | Job cancelled by user |
+
+---
+
+## 10. Cross-Item Edges
+
+For assembly constraints that reference geometry in child parts (e.g. a mate constraint between two parts), use the `dag_cross_edges` table. These edges bridge the BOM DAG and the feature DAG.
+
+Cross-item edges are **not** included in the standard `PUT /dag` sync. They will be managed through a dedicated endpoint in a future iteration once the assembly constraint model in Create/silo-mod is finalized.
+
+For now, the DAG sync covers intra-item dependencies only. Assembly-level interference detection uses the BOM DAG (`relationships` table) combined with per-item feature DAGs.

docs/UPSTREAM.md

@@ -36,7 +36,7 @@ These files/directories exist only in Kindred Create and can be copied directly
 
 | Directory | Description |
 |-----------|-------------|
-| `kindred-icons/` | 1444 Catppuccin Mocha SVG icon overrides |
+| `icons/kindred/` | 1444 Catppuccin Mocha SVG icon overrides |
 | `mods/silo/` | Silo workbench submodule (`silo-mod`) |
 | `mods/ztools/` | ZTools workbench submodule |
 | `src/Mod/Create/` | Kindred Create workbench (InitGui.py, kc_format.py, update_checker.py, version.py.in) |
@@ -74,46 +74,71 @@ These files/directories exist only in Kindred Create and can be copied directly
 
 36 Kindred commits touch core FreeCAD C++ files. Of those, **38 files** also changed on `upstream/main`, creating potential conflicts. Listed in chronological order (oldest first) for cherry-pick sequence.
 
+### Category legend
+
+| Category | Meaning | Long-term plan |
+|----------|---------|----------------|
+| **1 — Extension** | Platform extension points for Python addons. Core differentiator. | KEEP — maintain and isolate |
+| **2 — Branding** | Branding and theming. Unavoidable in a fork. | KEEP — minimize surface area |
+| **3 — Bug fix** | Bug fixes and polish applicable to upstream FreeCAD. | UPSTREAM — contribute and eliminate |
+
 ### Commit sequence
 
-| # | Hash | Summary | Conflict Risk | Files |
-|---|------|---------|---------------|-------|
-| 1 | `316d4f4b524` | Initial branding (CMakeLists, splash, about, theme, icons, QRC) | **HIGH** — CMakeLists.txt, DlgAbout.cpp, SplashScreen.cpp, resource.qrc all changed upstream | 14 files |
-| 2 | `8c6837cc152` | Theme padding/clipping fixes | LOW — KindredCreate.qss is new file | 1 file |
-| 3 | `bb3f3ac6d6c` | Dock task panel right, remove non-Kindred themes | **MEDIUM** — MainWindow.cpp, PreferencePacks CMakeLists changed upstream | 8 files |
-| 4 | `e85162947b7` | Startup theme selector fix | **MEDIUM** — StartupProcess.cpp changed upstream | 4 files |
-| 5 | `eb80c07f57a` | Theme QSS refinements | LOW — Kindred-only files | 4 files |
-| 6 | `8639b6fd8ab` | Resolve unknown command/style token errors | **MEDIUM** — StartupProcess.cpp | 5 files |
-| 7 | `fea1280fa90` | Theme alternate-background-color | LOW | 2 files |
-| 8 | `b3fedfb19fb` | Theme tree item padding | LOW | 2 files |
-| 9 | `0d4545b7d67` | Tree branch line SVGs | LOW — new files | 8 files |
-| 10 | `434ae797a43` | Theme selector cleanup | **MEDIUM** — StartupProcess.cpp | 4 files |
-| 11 | `224feda4ad6` | Catppuccin icon override infrastructure | **MEDIUM** — BitmapFactory.cpp, CMakeLists.txt | 2 files |
-| 12 | `7535a48ec4c` | Origin abstraction layer | **HIGH** — Application.cpp, ApplicationPy.cpp/.h, CMakeLists.txt | 6 files (4 new) |
-| 13 | `38358e431d2` | LocalFileOrigin and Std_* delegation | **HIGH** — CommandDoc.cpp, FileOrigin.cpp/.h | 3 files |
-| 14 | `79c85ed2e5d` | FileOriginPython interactive methods | LOW — Kindred-only files | 3 files |
-| 15 | `deeb6376f71` | OriginSelectorWidget | **HIGH** — Action.cpp/.h, CommandStd.cpp, Workbench.cpp, CMakeLists.txt | 8 files |
-| 16 | `679aaec6d49` | Origin commands (Commit/Pull/Push) | **MEDIUM** — Application.cpp, Command.h, Workbench.cpp | 5 files |
-| 17 | `db85277f262` | OriginManagerDialog | LOW — new files + OriginSelectorWidget.cpp | 3 files |
-| 18 | `015df38328c` | Document-origin tracking in window title | **MEDIUM** — MDIView.cpp | 3 files |
-| 19 | `a6e84552da5` | Cross-origin detection in SaveAs | **MEDIUM** — CommandDoc.cpp | 1 file |
-| 20 | `84b69b935b2` | Build fix: remove SelectModule.h include | LOW | 1 file |
-| 21 | `2f594dac0a5` | Use Python API for viewDefaultOrientation | **MEDIUM** — CommandDoc.cpp | 1 file |
-| 22 | `724440dcb75` | Build fixes for OriginSelectorWidget/Manager | LOW — Kindred files | 2 files |
-| 23 | `c858706d480` | Add silo icons to QRC | LOW — resource.qrc (additive) | 6 files |
-| 24 | `d95c850b7b1` | Widen origin selector widget | LOW | 1 file |
-| 25 | `10b5c9d584f` | Wire OriginManagerDialog to Silo_Settings | LOW | 1 file |
-| 26 | `cc5ba638d1f` | UI polish — Wayland scaling, menu icon size | **HIGH** — DlgSettingsGeneral.cpp/.h/.ui changed upstream | 6 files |
-| 27 | `4bf74cf3391` | Build fix for DlgSettingsGeneral | **MEDIUM** — DlgSettingsGeneral.h, StartupProcess.cpp | 2 files |
-| 28 | `6773ca0dfd8` | Eliminate QSS/CFG duplication | LOW — Kindred files | 3 files |
-| 29 | `977fa3c9347` | QGroupBox indicator, hyperlink color | LOW — KindredCreate.qss | 1 file |
-| 30 | `8b2ce4b73a4` | Native Qt start panel + kindred:// URL | **MEDIUM** — MainWindow.cpp | 1 file |
-| 31 | `bf637af4e45` | Window flickering and icon clipping fix | **MEDIUM** — MainWindow.cpp/.h | 3 files |
-| 32 | `70118201b02` | MDI pre-document tab for Silo new item | **HIGH** — ApplicationPy, BreadcrumbToolBar, EditingContext, MainWindow, Workbench | 11 files |
-| 33 | `1f49e3fa6da` | Build fix: ToolBarItem incomplete type, reportException | **LOW** — likely already fixed upstream | 2 files |
-| 34 | `f71decca089` | Splash screen: skip runtime draw, mantle bg | **MEDIUM** — SplashScreen.cpp | 3 files |
-| 35 | `2b0c6774c07` | Dev build defaults, skip version migration | **MEDIUM** — CMakeLists.txt, DlgVersionMigrator.cpp | 2 files |
-| 36 | `ab71902a4c2` | Forward visibility arg in appendToolbar() | LOW — FreeCADGuiInit.py | 1 file |
+| # | Hash | Summary | Category | Conflict Risk | Files |
+|---|------|---------|----------|---------------|-------|
+| 1 | `316d4f4b524` | Initial branding (CMakeLists, splash, about, theme, icons, QRC) | 2 — Branding | **HIGH** — CMakeLists.txt, DlgAbout.cpp, SplashScreen.cpp, resource.qrc all changed upstream | 14 files |
+| 2 | `8c6837cc152` | Theme padding/clipping fixes | 2 — Branding | LOW — KindredCreate.qss is new file | 1 file |
+| 3 | `bb3f3ac6d6c` | Dock task panel right, remove non-Kindred themes | 2 — Branding | **MEDIUM** — MainWindow.cpp, PreferencePacks CMakeLists changed upstream | 8 files |
+| 4 | `e85162947b7` | Startup theme selector fix | 2 — Branding | **MEDIUM** — StartupProcess.cpp changed upstream | 4 files |
+| 5 | `eb80c07f57a` | Theme QSS refinements | 2 — Branding | LOW — Kindred-only files | 4 files |
+| 6 | `8639b6fd8ab` | Resolve unknown command/style token errors | 2 — Branding | **MEDIUM** — StartupProcess.cpp | 5 files |
+| 7 | `fea1280fa90` | Theme alternate-background-color | 2 — Branding | LOW | 2 files |
+| 8 | `b3fedfb19fb` | Theme tree item padding | 2 — Branding | LOW | 2 files |
+| 9 | `0d4545b7d67` | Tree branch line SVGs | 2 — Branding | LOW — new files | 8 files |
+| 10 | `434ae797a43` | Theme selector cleanup | 2 — Branding | **MEDIUM** — StartupProcess.cpp | 4 files |
+| 11 | `224feda4ad6` | Catppuccin icon override infrastructure | 2 — Branding | **MEDIUM** — BitmapFactory.cpp, CMakeLists.txt | 2 files |
+| 12 | `7535a48ec4c` | Origin abstraction layer | 1 — Extension | **HIGH** — Application.cpp, ApplicationPy.cpp/.h, CMakeLists.txt | 6 files (4 new) |
+| 13 | `38358e431d2` | LocalFileOrigin and Std_* delegation | 1 — Extension | **HIGH** — CommandDoc.cpp, FileOrigin.cpp/.h | 3 files |
+| 14 | `79c85ed2e5d` | FileOriginPython interactive methods | 1 — Extension | LOW — Kindred-only files | 3 files |
+| 15 | `deeb6376f71` | OriginSelectorWidget | 1 — Extension | **HIGH** — Action.cpp/.h, CommandStd.cpp, Workbench.cpp, CMakeLists.txt | 8 files |
+| 16 | `679aaec6d49` | Origin commands (Commit/Pull/Push) | 1 — Extension | **MEDIUM** — Application.cpp, Command.h, Workbench.cpp | 5 files |
+| 17 | `db85277f262` | OriginManagerDialog | 1 — Extension | LOW — new files + OriginSelectorWidget.cpp | 3 files |
+| 18 | `015df38328c` | Document-origin tracking in window title | 1 — Extension | **MEDIUM** — MDIView.cpp | 3 files |
+| 19 | `a6e84552da5` | Cross-origin detection in SaveAs | 1 — Extension | **MEDIUM** — CommandDoc.cpp | 1 file |
+| 20 | `84b69b935b2` | Build fix: remove SelectModule.h include | 1 — Extension | LOW | 1 file |
+| 21 | `2f594dac0a5` | Use Python API for viewDefaultOrientation | 1 — Extension | **MEDIUM** — CommandDoc.cpp | 1 file |
+| 22 | `724440dcb75` | Build fixes for OriginSelectorWidget/Manager | 1 — Extension | LOW — Kindred files | 2 files |
+| 23 | `c858706d480` | Add silo icons to QRC | 2 — Branding | LOW — resource.qrc (additive) | 6 files |
+| 24 | `d95c850b7b1` | Widen origin selector widget | 1 — Extension | LOW | 1 file |
+| 25 | `10b5c9d584f` | Wire OriginManagerDialog to Silo_Settings | 1 — Extension | LOW | 1 file |
+| 26 | `cc5ba638d1f` | UI polish — Wayland scaling, menu icon size | 3 — Bug fix | **HIGH** — DlgSettingsGeneral.cpp/.h/.ui changed upstream | 6 files |
+| 27 | `4bf74cf3391` | Build fix for DlgSettingsGeneral | 3 — Bug fix | **MEDIUM** — DlgSettingsGeneral.h, StartupProcess.cpp | 2 files |
+| 28 | `6773ca0dfd8` | Eliminate QSS/CFG duplication | 2 — Branding | LOW — Kindred files | 3 files |
+| 29 | `977fa3c9347` | QGroupBox indicator, hyperlink color | 2 — Branding | LOW — KindredCreate.qss | 1 file |
+| 30 | `8b2ce4b73a4` | Native Qt start panel + kindred:// URL | 1 — Extension | **MEDIUM** — MainWindow.cpp | 1 file |
+| 31 | `bf637af4e45` | Window flickering and icon clipping fix | 3 — Bug fix | **MEDIUM** — MainWindow.cpp/.h | 3 files |
+| 32 | `70118201b02` | MDI pre-document tab for Silo new item | 1 — Extension | **HIGH** — ApplicationPy, BreadcrumbToolBar, EditingContext, MainWindow, Workbench | 11 files |
+| 33 | `1f49e3fa6da` | Build fix: ToolBarItem incomplete type, reportException | 3 — Bug fix | **LOW** — Kindred-specific build fix | 2 files |
+| 34 | `f71decca089` | Splash screen: skip runtime draw, mantle bg | 2 — Branding | **MEDIUM** — SplashScreen.cpp | 3 files |
+| 35 | `2b0c6774c07` | Dev build defaults, skip version migration | 2 — Branding | **MEDIUM** — CMakeLists.txt, DlgVersionMigrator.cpp | 2 files |
+| 36 | `ab71902a4c2` | Forward visibility arg in appendToolbar() | 1 — Extension | LOW — FreeCADGuiInit.py | 1 file |
+
+### Category summary
+
+| Category | Count | Commits |
+|----------|-------|---------|
+| 1 — Extension | 16 | #12–22, #24–25, #30, #32, #36 |
+| 2 — Branding | 16 | #1–11, #23, #28–29, #34–35 |
+| 3 — Bug fix | 4 | #26–27, #31, #33 |
+
+### Category 3 — Upstream status (verified Feb 2026)
+
+| # | Summary | Upstream Fixed? | FreeCAD Issues | Notes |
+|---|---------|-----------------|----------------|-------|
+| 26 | Wayland scaling, menu icon size pref | PARTIAL | [#25448](https://github.com/FreeCAD/FreeCAD/issues/25448), [#23830](https://github.com/FreeCAD/FreeCAD/issues/23830), [#23396](https://github.com/FreeCAD/FreeCAD/issues/23396) | Upstream has some HiDPI C++ fixes but Wayland fractional scaling still open. Menu icon size pref is a Kindred-added feature, not yet contributed. |
+| 27 | Build fix for DlgSettingsGeneral | NO | — | Companion to #26. `setMenuIconSize()` in StartupProcess is Kindred-added. |
+| 31 | Window flickering and icon clipping | NO | [#12917](https://github.com/FreeCAD/FreeCAD/issues/12917), [#18481](https://github.com/FreeCAD/FreeCAD/issues/18481) | Upstream still uses `setStyleSheet()` on statusBar causing repaint cascade. Good upstream PR candidate — replace with `setPalette()`. |
+| 33 | ToolBarItem incomplete type, reportException | N/A | — | Kindred-internal build fix. The `ToolBarItem` forward-decl issue only manifests with Kindred modifications to Workbench.h. The `reportException` typo is in Kindred-only editing context code. |
 
 ### HIGH conflict files (need manual attention)
 
@@ -137,14 +162,14 @@ These files are modified by both Kindred and upstream. They will almost certainl
 
 ## Phase 3: Module-Level Changes
 
-### Assembly fixes (check if still needed)
+### Assembly fixes (verified Feb 2026)
 
-| Hash | Summary | Status |
-|------|---------|--------|
-| `316d4f4b524` | Joint flip overconstrain fix | May be fixed upstream — verify |
-| `9dc50cef727` | SIGSEGV during document restore | May be fixed upstream — verify |
-| `ddefb236521` | Solver ignoring datum plane refs | May be fixed upstream — verify |
-| `b7374d7b1fc` | findPlacement() datum/origin handling | May be fixed upstream — verify |
+| Hash | Summary | Upstream Status | Action |
+|------|---------|-----------------|--------|
+| `316d4f4b524` | Joint flip overconstrain fix (91° rotation guard) | **NOT fixed** — upstream has basic grounded-object validation only. [FreeCAD#20377](https://github.com/FreeCAD/FreeCAD/issues/20377) open. | KEEP — re-apply |
+| `9dc50cef727` | SIGSEGV during document restore (`isRestoring()` guard) | **NOT fixed** — upstream `onChanged()` has no restore guard. [FreeCAD#18225](https://github.com/FreeCAD/FreeCAD/issues/18225) closed via different path. | KEEP — re-apply |
+| `ddefb236521` | Solver ignoring datum plane refs (`PartDesign::Plane`/`Point`) | **NOT fixed** — upstream `findPlacement()` lacks these types. | KEEP — re-apply, upstream candidate |
+| `b7374d7b1fc` | findPlacement() datum/origin handling (`App::Plane`/`Point`) | **PARTIAL** — `App::Line` fixed upstream via [PR#20026](https://github.com/FreeCAD/FreeCAD/pull/20026). `App::Plane`/`App::Point` still missing. | KEEP — re-apply the `Plane`/`Point` parts only |
 
 Files touched: `src/Mod/Assembly/App/AssemblyObject.cpp`, `src/Mod/Assembly/UtilsAssembly.py`, `src/Mod/Assembly/InitGui.py`
 
@@ -179,7 +204,7 @@ Files touched: `src/Mod/Assembly/App/AssemblyObject.cpp`, `src/Mod/Assembly/Util
 1. **Build**: Full CMake configure + build succeeds
 2. **Launch**: Application starts without errors, splash and about dialogs show Kindred branding
 3. **Theme**: KindredCreate theme loads correctly, QSS applies
-4. **Icons**: kindred-icons override system works (BitmapFactory loads from kindred-icons/)
+4. **Icons**: icon override system works (BitmapFactory loads from icons/kindred/)
 5. **Origin system**: FileOrigin, OriginManager, OriginSelectorWidget functional
 6. **Silo integration**: Auth panel, activity panel, save/commit/pull all work
 7. **File format**: `.kc` files open/save with silo/ directory preserved
@@ -199,7 +224,7 @@ git fetch upstream
 git checkout -b kindred-on-upstream-1.2 upstream/main
 
 # 3. Copy Kindred-only directories
-git checkout origin/main -- kindred-icons/ mods/ src/Mod/Create/ package/ docs/ \
+git checkout origin/main -- icons/ mods/ src/Mod/Create/ package/ docs/ \
     .gitea/ resources/kindred* banner-logo-light.png CONTRIBUTING.md .gitmodules
 
 # 4. Copy new Kindred source files (no conflicts)

docs/src/SUMMARY.md

@@ -12,6 +12,7 @@
 - [Workbenches](./guide/workbenches.md)
   - [ztools](./guide/ztools.md)
   - [Silo](./guide/silo.md)
+  - [Document Templates](./guide/templates.md)
 
 # Architecture
 
@@ -19,7 +20,7 @@
 - [Python as Source of Truth](./architecture/python-source-of-truth.md)
 - [Silo Server](./architecture/silo-server.md)
 - [Signal Architecture](./architecture/signal-architecture.md)
-- [OndselSolver](./architecture/ondsel-solver.md)
+- [KCSolve: Pluggable Solver](./architecture/ondsel-solver.md)
 
 # Development
 
@@ -28,6 +29,7 @@
 - [Repository Structure](./development/repo-structure.md)
 - [Build System](./development/build-system.md)
 - [Gui Module Build](./development/gui-build-integration.md)
+- [Package.xml Schema Extensions](./development/package-xml-schema.md)
 
 # Silo Server
 
@@ -45,8 +47,19 @@
 - [Gap Analysis](./silo-server/GAP_ANALYSIS.md)
 - [Frontend Spec](./silo-server/frontend-spec.md)
 - [Installation](./silo-server/INSTALL.md)
+- [Solver Service](./silo-server/SOLVER.md)
 - [Roadmap](./silo-server/ROADMAP.md)
 
+# Kindred Solver
+
+- [Overview](./solver/overview.md)
+- [Expression DAG](./solver/expression-dag.md)
+- [Constraints](./solver/constraints.md)
+- [Solving Algorithms](./solver/solving.md)
+- [Diagnostics](./solver/diagnostics.md)
+- [Assembly Integration](./solver/assembly-integration.md)
+- [Writing a Custom Solver](./solver/writing-a-solver.md)
+
 # Reference
 
 - [Configuration](./reference/configuration.md)
@@ -63,3 +76,4 @@
 - [OriginSelectorWidget](./reference/cpp-origin-selector-widget.md)
 - [FileOriginPython Bridge](./reference/cpp-file-origin-python.md)
 - [Creating a Custom Origin (C++)](./reference/cpp-custom-origin-guide.md)
+- [KCSolve Python API](./reference/kcsolve-python.md)

docs/src/architecture/ondsel-solver.md

@@ -1,27 +1,132 @@
-# OndselSolver
+# KCSolve: Pluggable Solver Architecture
 
-OndselSolver is the assembly constraint solver used by FreeCAD's Assembly workbench. Kindred Create vendors a fork of the solver as a git submodule.
+KCSolve is the pluggable assembly constraint solver framework for Kindred Create. It defines an abstract solver interface (`IKCSolver`) and a runtime registry (`SolverRegistry`) that lets the Assembly module work with any conforming solver backend. The default backend wraps OndselSolver via `OndselAdapter`.
 
-- **Path:** `src/3rdParty/OndselSolver/`
-- **Source:** `git.kindred-systems.com/kindred/solver` (Kindred fork)
+- **Library:** `src/Mod/Assembly/Solver/` (builds `libKCSolve.so`)
+- **Python module:** `src/Mod/Assembly/Solver/bindings/` (builds `kcsolve.so`)
+- **Tests:** `tests/src/Mod/Assembly/Solver/` (C++), `src/Mod/Assembly/AssemblyTests/TestKCSolvePy.py` (Python)
 
-## How it works
+## Architecture
 
-The solver uses a **Lagrangian constraint formulation** to resolve assembly constraints (mates, joints, fixed positions). Given a set of parts with geometric constraints between them, it computes positions and orientations that satisfy all constraints simultaneously.
+```
+┌──────────────────────────────────────────────────┐
+│  Assembly Module (AssemblyObject.cpp)             │
+│  Builds SolveContext from FreeCAD document,       │
+│  calls solver via SolverRegistry                  │
+├──────────────────────────────────────────────────┤
+│  SolverRegistry (singleton)                       │
+│  register_solver(), get(), available()            │
+│  Plugin discovery via scan() / scan_default_paths │
+├──────────────┬───────────────────────────────────┤
+│ OndselAdapter │  Python solvers  │  Future plugins │
+│ (C++ built-in)│  (via kcsolve)   │  (.so plugins)  │
+└──────────────┴───────────────────────────────────┘
+```
 
-The Assembly workbench (`src/Mod/Assembly/`) calls the solver whenever constraints are added or modified. Kindred Create has patches to `Assembly/` that extend `findPlacement()` for better datum and origin handling.
+The Assembly module never references OndselSolver directly. All solver access goes through `SolverRegistry::instance().get()`, which returns a `std::unique_ptr<IKCSolver>`.
 
-## Why a fork
+## IKCSolver interface
 
-The solver is forked from the upstream Ondsel project for:
-- **Pinned stability** — the submodule is pinned to a known-good commit
-- **Potential modifications** — the fork allows Kindred-specific patches if needed
-- **Availability** — hosted on Kindred's Gitea instance for reliable access
+A solver backend implements `IKCSolver` (defined in `IKCSolver.h`). Only three methods are pure virtual; all others have sensible defaults:
 
-## Future: GNN solver
+| Method | Required | Purpose |
+|--------|----------|---------|
+| `name()` | yes | Human-readable solver name |
+| `supported_joints()` | yes | List of `BaseJointKind` values the solver handles |
+| `solve(ctx)` | yes | Solve for static equilibrium |
+| `update(ctx)` | no | Incremental re-solve after parameter changes |
+| `pre_drag(ctx, parts)` | no | Begin interactive drag session |
+| `drag_step(placements)` | no | One mouse-move during drag |
+| `post_drag()` | no | End drag session |
+| `run_kinematic(ctx)` | no | Run kinematic simulation |
+| `num_frames()` | no | Frame count after simulation |
+| `update_for_frame(i)` | no | Retrieve frame placements |
+| `diagnose(ctx)` | no | Detect redundant/conflicting constraints |
+| `is_deterministic()` | no | Whether output is reproducible (default: true) |
+| `export_native(path)` | no | Write solver-native debug file (e.g. ASMT) |
+| `supports_bundle_fixed()` | no | Whether solver handles Fixed-joint bundling internally |
 
-There are plans to explore a Graph Neural Network (GNN) approach to constraint solving that could complement or supplement the Lagrangian solver for specific use cases. This is not yet implemented.
+## Core types
 
-## Related: GSL
+All types live in `Types.h` with no FreeCAD dependencies, making the header standalone for future server/worker use.
 
-The `src/3rdParty/GSL/` submodule is Microsoft's Guidelines Support Library (`github.com/microsoft/GSL`), providing C++ core guidelines utilities like `gsl::span` and `gsl::not_null`. It is a build dependency, not related to the constraint solver.
+**Transform** -- position `[x, y, z]` + unit quaternion `[w, x, y, z]`. Equivalent to `Base::Placement` but independent. Note the quaternion convention differs from `Base::Rotation` which uses `(x, y, z, w)` ordering; the adapter layer handles the swap.
+
+**BaseJointKind** -- 24 primitive constraint types decomposed from FreeCAD's `JointType` and `DistanceType` enums. Covers point constraints (Coincident, PointOnLine, PointInPlane), axis/surface constraints (Concentric, Tangent, Planar), kinematic joints (Fixed, Revolute, Cylindrical, Slider, Ball, Screw, Universal), mechanical elements (Gear, RackPinion), distance variants, and a `Custom` extension point.
+
+**SolveContext** -- complete solver input: parts (with placements, mass, grounded flag), constraints (with markers, parameters, limits), optional motion definitions and simulation parameters.
+
+**SolveResult** -- solver output: status code, updated part placements, DOF count, constraint diagnostics, and simulation frame count.
+
+## SolverRegistry
+
+Thread-safe singleton managing solver backends:
+
+```cpp
+auto& reg = SolverRegistry::instance();
+
+// Registration (at module init)
+reg.register_solver("ondsel", []() {
+    return std::make_unique<OndselAdapter>();
+});
+
+// Retrieval
+auto solver = reg.get();          // default solver
+auto solver = reg.get("ondsel");  // by name
+
+// Queries
+reg.available();          // ["ondsel", ...]
+reg.joints_for("ondsel"); // [Fixed, Revolute, ...]
+reg.set_default("ondsel");
+```
+
+Plugin discovery scans directories for shared libraries exporting `kcsolve_api_version()` and `kcsolve_create()`. Default paths: `KCSOLVE_PLUGIN_PATH` env var and `<prefix>/lib/kcsolve/`.
+
+## OndselAdapter
+
+The built-in solver backend wrapping OndselSolver's Lagrangian constraint formulation. Registered as `"ondsel"` at Assembly module initialization.
+
+Supports all 24 joint types. The adapter translates between `SolveContext`/`SolveResult` and OndselSolver's internal `ASMTAssembly` representation, including:
+
+- Part placement conversion (Transform <-> Base::Placement quaternion ordering)
+- Constraint parameter mapping (BaseJointKind -> OndselSolver joint classes)
+- Interactive drag protocol (pre_drag/drag_step/post_drag)
+- Kinematic simulation (run_kinematic/num_frames/update_for_frame)
+- Constraint diagnostics (redundancy detection via MbD system)
+
+## Python bindings (kcsolve module)
+
+The `kcsolve` pybind11 module exposes the full C++ API to Python. See [KCSolve Python API](../reference/kcsolve-python.md) for details.
+
+Key capabilities:
+- All enums, structs, and classes accessible from Python
+- Subclass `IKCSolver` in pure Python to create new solver backends
+- Register Python solvers at runtime via `kcsolve.register_solver()`
+- Query the registry from the FreeCAD console
+
+## File layout
+
+```
+src/Mod/Assembly/Solver/
+├── Types.h              # Enums and structs (no FreeCAD deps)
+├── IKCSolver.h          # Abstract solver interface
+├── SolverRegistry.h/cpp # Singleton registry + plugin loading
+├── OndselAdapter.h/cpp  # OndselSolver wrapper
+├── KCSolveGlobal.h      # DLL export macros
+├── CMakeLists.txt       # Builds libKCSolve.so
+└── bindings/
+    ├── PyIKCSolver.h    # pybind11 trampoline for Python subclasses
+    ├── kcsolve_py.cpp   # Module definition (enums, structs, classes)
+    └── CMakeLists.txt   # Builds kcsolve.so (pybind11 module)
+```
+
+## Testing
+
+- **18 C++ tests** (`KCSolve_tests_run`) covering SolverRegistry (8 tests) and OndselAdapter (10 tests including drag protocol and redundancy diagnosis)
+- **16 Python tests** (`TestKCSolvePy`) covering module import, type bindings, registry functions, Python solver subclassing, and full register/load/solve round-trips
+- **6 Python integration tests** (`TestSolverIntegration`) testing solver behavior through FreeCAD document objects
+
+## Related
+
+- [KCSolve Python API Reference](../reference/kcsolve-python.md)
+- [INTER_SOLVER.md](../../INTER_SOLVER.md) -- full architecture specification

docs/src/development/build-system.md

@@ -13,7 +13,7 @@ Kindred Create uses **CMake** for build configuration, **pixi** (conda-based) fo
 ## CMake configuration
 
 The root `CMakeLists.txt` defines:
-- **Kindred Create version:** `0.1.0` (via `KINDRED_CREATE_VERSION`)
+- **Kindred Create version:** `0.1.5` (via `KINDRED_CREATE_VERSION`)
 - **FreeCAD base version:** `1.0.0` (via `FREECAD_VERSION`)
 - CMake policy settings for compatibility
 - ccache auto-detection
@@ -25,7 +25,7 @@ The root `CMakeLists.txt` defines:
 The version flows from CMake to Python via `configure_file()`:
 
 ```
-CMakeLists.txt (KINDRED_CREATE_VERSION = "0.1.0")
+CMakeLists.txt (KINDRED_CREATE_VERSION = "0.1.5")
     → src/Mod/Create/version.py.in (template)
     → build/*/Mod/Create/version.py (generated)
     → update_checker.py (imports VERSION)

docs/src/development/gui-build-integration.md

@@ -157,7 +157,7 @@ Edit only the canonical file in `Stylesheets/` — the preference pack copy is g
 Defined in the top-level `CMakeLists.txt` and injected as compiler definitions:
 
 ```cmake
-set(KINDRED_CREATE_VERSION "0.1.0")
+set(KINDRED_CREATE_VERSION "0.1.5")
 set(FREECAD_VERSION "1.0.0")
 
 add_definitions(-DKINDRED_CREATE_VERSION="${KINDRED_CREATE_VERSION}")

docs/src/development/package-xml-schema.md

@@ -0,0 +1,109 @@
+# Package.xml Schema Extensions
+
+Kindred Create extends FreeCAD's standard `package.xml` addon manifest with a `<kindred>` element. This element provides metadata for the manifest-driven addon loader: version compatibility, load ordering, dependency declarations, and editing context registration.
+
+The `<kindred>` element is ignored by FreeCAD's AddonManager and stock module loader. Addons with this element remain compatible with upstream FreeCAD.
+
+## Field reference
+
+| Field | Parsed by loader | Required | Default | Description |
+|---|---|---|---|---|
+| `min_create_version` | Yes | No | *(none)* | Minimum Kindred Create version. Addon is skipped if the running version is lower. |
+| `max_create_version` | Yes | No | *(none)* | Maximum Kindred Create version. Addon is skipped if the running version is higher. |
+| `load_priority` | Yes | No | `100` | Integer. Lower values load first. Used as a secondary sort after dependency resolution. |
+| `dependencies` | Yes | No | *(none)* | List of addon names (by `<name>` in their `package.xml`) that must load before this one. |
+| `sdk_version` | No | No | *(none)* | Required kindred-addon-sdk version. Reserved for future use when the SDK is available. |
+| `pure_python` | No | No | `true` | If `false`, the addon requires compiled C++ components. Informational. |
+| `contexts` | No | No | *(none)* | Editing contexts this addon registers or injects into. Informational. |
+
+Fields marked "Parsed by loader" are read by `addon_loader.py` and affect load behavior. Other fields are informational metadata for tooling and documentation.
+
+## Schema
+
+```xml
+<kindred>
+  <min_create_version>0.1.0</min_create_version>
+  <max_create_version>1.0.0</max_create_version>
+  <sdk_version>0.1.0</sdk_version>
+  <load_priority>100</load_priority>
+  <pure_python>true</pure_python>
+  <dependencies>
+    <dependency>sdk</dependency>
+    <dependency>other-addon</dependency>
+  </dependencies>
+  <contexts>
+    <context id="partdesign.body" action="inject"/>
+    <context id="sketcher.edit" action="register"/>
+    <context id="*" action="overlay"/>
+  </contexts>
+</kindred>
+```
+
+All child elements are optional. An empty `<kindred/>` element is valid and signals that the addon is Kindred-aware with all defaults.
+
+### Version fields
+
+`min_create_version` and `max_create_version` are compared against the running Kindred Create version using semantic versioning (major.minor.patch). If the running version falls outside the declared range, the addon is skipped with a warning in the report view.
+
+### Load priority
+
+When multiple addons have no dependency relationship, `load_priority` determines their relative order. Lower values load first. Suggested ranges:
+
+| Range | Use |
+|---|---|
+| 0-9 | SDK and core infrastructure |
+| 10-49 | Foundation addons that others may depend on |
+| 50-99 | Standard addons |
+| 100+ | Optional or late-loading addons |
+
+### Dependencies
+
+Each `<dependency>` names another addon by its `<name>` element in `package.xml`. The loader resolves load order using topological sort. If a dependency is not found among discovered addons, the dependent addon is skipped.
+
+### Contexts
+
+The `<contexts>` element documents which editing contexts the addon interacts with. The `action` attribute describes the type of interaction:
+
+| Action | Meaning |
+|---|---|
+| `inject` | Addon injects commands into this context's toolbars |
+| `register` | Addon registers this as a new context |
+| `overlay` | Addon registers an overlay that may apply across contexts |
+
+A wildcard `id="*"` indicates the addon's overlay applies universally (matched by a condition function rather than a specific context ID).
+
+## Example: complete package.xml
+
+```xml
+<?xml version="1.0" encoding="UTF-8"?>
+<package format="1" xmlns="https://wiki.freecad.org/Package_Metadata">
+  <name>MyAddon</name>
+  <description>Example Kindred Create addon</description>
+  <version>0.2.0</version>
+  <maintainer email="dev@example.com">Developer</maintainer>
+  <license>LGPL-2.1-or-later</license>
+  <url type="repository">https://git.example.com/myaddon</url>
+
+  <content>
+    <workbench>
+      <classname>MyAddonWorkbench</classname>
+      <subdirectory>./</subdirectory>
+    </workbench>
+  </content>
+
+  <kindred>
+    <min_create_version>0.1.0</min_create_version>
+    <load_priority>80</load_priority>
+    <pure_python>true</pure_python>
+    <contexts>
+      <context id="partdesign.body" action="inject"/>
+    </contexts>
+  </kindred>
+</package>
+```
+
+## Backward compatibility
+
+- The `<kindred>` element sits outside `<content>` and is not part of FreeCAD's package.xml specification. FreeCAD's `App.Metadata` C++ parser and the AddonManager's Python `MetadataReader` both ignore unknown elements.
+- An addon installed in stock FreeCAD will work normally; the `<kindred>` extensions are simply unused.
+- The Kindred Create loader works with or without the `<kindred>` element. Addons that omit it load with no version constraints and default priority (100).

docs/src/development/repo-structure.md

@@ -20,7 +20,10 @@ create/
 ├── mods/                       # Kindred addon workbenches (submodules)
 │   ├── ztools/                 # ztools workbench
 │   └── silo/                   # Silo parts database
-├── kindred-icons/              # SVG icon library (~200 icons)
+├── icons/                      # Icon theming (kindred overrides, palettes, retheme script)
+│   ├── kindred/                # Hand-crafted Catppuccin Mocha SVG overrides (~1444 icons)
+│   ├── mappings/               # Color palette CSVs (FCAD.csv, kindred.csv)
+│   └── retheme.py              # Script to remap upstream icon colors
 ├── resources/                  # Branding, desktop integration
 │   ├── branding/               # Logo, splash, icon generation scripts
 │   └── icons/                  # Platform icons (.ico, .icns, hicolor)

docs/src/guide/silo.md

@@ -53,6 +53,7 @@ The silo-mod repository was split from a monorepo into three repos: `silo-client
 | `Silo_TagProjects` | Multi-select dialog for assigning project tags to items |
 | `Silo_Rollback` | Select a previous revision and create a new revision from that point with optional comment |
 | `Silo_SetStatus` | Change revision lifecycle status: draft → review → released → obsolete |
+| `Silo_SaveAsTemplate` | Save a copy of the current document as a reusable [template](./templates.md) with metadata |
 
 ### Administration
 
@@ -129,9 +130,11 @@ mods/silo/
 ├── freecad/
 │   ├── InitGui.py             # SiloWorkbench registration
 │   ├── schema_form.py         # Schema-driven item creation dialog (SchemaFormDialog)
-│   ├── silo_commands.py       # 14 commands + dock widgets
+│   ├── silo_commands.py       # 15 commands + dock widgets
 │   ├── silo_origin.py         # FileOrigin backend
 │   ├── silo_start.py          # Native start panel (database items, activity feed)
+│   ├── templates.py           # Template discovery, filtering, injection
+│   ├── templates/             # System template .kc files + CLI injection tool
 │   └── resources/icons/       # 10 silo-*.svg icons
 ├── silo-client/               # Shared Python API client (nested submodule)
 │   └── silo_client/

docs/src/guide/templates.md

@@ -0,0 +1,140 @@
+# Document Templates
+
+Templates let you create new parts and assemblies from pre-configured `.kc` files. Instead of starting from a bare `App::Part` or `Assembly::AssemblyObject`, a template can include predefined tree structures, jobs, metadata, and workbench-specific features.
+
+## How templates work
+
+A template is a normal `.kc` file with an extra `silo/template.json` descriptor inside the ZIP archive. When you select a template during **Silo > New**:
+
+1. The template `.kc` is **copied** to the canonical file path
+2. `silo/template.json` and `silo/manifest.json` are **stripped** from the copy
+3. The document is **opened** in FreeCAD
+4. Silo properties (part number, item ID, revision, type) are **stamped** onto the root object
+5. On **save**, `kc_format.py` auto-creates a fresh manifest
+
+The original template file is never modified.
+
+## Using templates
+
+### Creating a new item from a template
+
+1. **Silo > New** (Ctrl+N)
+2. Select an **Item Type** (Part, Assembly, etc.)
+3. The **Template** dropdown shows templates matching the selected type and category
+4. Select a template (or leave as "No template" for a blank document)
+5. Fill in the remaining fields and click **Create**
+
+The template combo updates automatically when you change the item type or category.
+
+### Saving a document as a template
+
+1. Open the document you want to use as a template
+2. **Silo > Save as Template**
+3. Fill in the template metadata:
+   - **Name** — display name shown in the template picker (pre-filled from document label)
+   - **Description** — what the template is for
+   - **Item Types** — which types this template applies to (part, assembly, etc.)
+   - **Categories** — category prefix filter (e.g. `F`, `M01`); leave empty for all categories
+   - **Author** — pre-filled from your Silo login
+   - **Tags** — comma-separated search tags
+4. Click **Save Template**
+5. Optionally upload to Silo for team sharing
+
+The template is saved as a copy to your personal templates directory. The original document is unchanged.
+
+## Template search paths
+
+Templates are discovered from three locations, checked in order. Later paths shadow earlier ones by name (so you can override a system template with a personal one).
+
+| Priority | Path | Purpose |
+|----------|------|---------|
+| 1 (lowest) | `mods/silo/freecad/templates/` | System templates shipped with the addon |
+| 2 | `~/.local/share/FreeCAD/Templates/` | Personal templates (sister to `Macro/`) |
+| 3 (highest) | `~/projects/templates/` | Org-shared project templates |
+
+The personal templates directory (`Templates/`) is created automatically when you first save a template. It lives alongside the `Macro/` directory in your FreeCAD user data.
+
+## Template descriptor schema
+
+The `silo/template.json` file inside the `.kc` ZIP has the following structure:
+
+```json
+{
+  "template_version": "1.0",
+  "name": "Sheet Metal Part",
+  "description": "Body with SheetMetal base feature and laser-cut job",
+  "item_types": ["part"],
+  "categories": [],
+  "icon": "sheet-metal",
+  "author": "Kindred Systems",
+  "tags": ["sheet metal", "fabrication"]
+}
+```
+
+| Field | Type | Required | Description |
+|-------|------|----------|-------------|
+| `template_version` | string | yes | Schema version, currently `"1.0"` |
+| `name` | string | yes | Display name in the template picker |
+| `description` | string | no | Human-readable purpose |
+| `item_types` | string[] | yes | Controls visibility — `["part"]`, `["assembly"]`, or both |
+| `categories` | string[] | no | Category prefix filter. Empty array means all categories |
+| `icon` | string | no | Icon identifier (reserved for future use) |
+| `author` | string | no | Template author |
+| `tags` | string[] | no | Searchable metadata tags |
+
+### Filtering rules
+
+- **item_types**: The template only appears when the selected item type is in this list
+- **categories**: If non-empty, the template only appears when the selected category starts with one of the listed prefixes. An empty list means the template is available for all categories
+
+## Creating templates from the command line
+
+The `inject_template.py` CLI tool can inject `silo/template.json` into any `.kc` file:
+
+```bash
+cd mods/silo/freecad/templates/
+
+# Create a template from an existing .kc file
+python inject_template.py my-part.kc "My Custom Part" \
+    --type part \
+    --description "Part with custom features" \
+    --author "Your Name" \
+    --tag "custom"
+
+# Assembly template
+python inject_template.py my-assembly.kc "My Assembly" \
+    --type assembly \
+    --description "Assembly with predefined joint groups"
+
+# Template with category filtering
+python inject_template.py sheet-metal.kc "Sheet Metal Part" \
+    --type part \
+    --category S \
+    --category X \
+    --tag "sheet metal" \
+    --tag "fabrication"
+```
+
+## Module structure
+
+```
+mods/silo/freecad/
+├── templates.py               # Discovery, filtering, injection helpers
+├── templates/
+│   └── inject_template.py     # CLI tool for injecting template.json
+├── schema_form.py             # Template combo in New Item form
+└── silo_commands.py           # SaveAsTemplateDialog, Silo_SaveAsTemplate,
+                               # SiloSync.create_document_from_template()
+```
+
+### Key functions
+
+| Function | File | Purpose |
+|----------|------|---------|
+| `discover_templates()` | `templates.py` | Scan search paths for `.kc` files with `silo/template.json` |
+| `filter_templates()` | `templates.py` | Filter by item type and category prefix |
+| `inject_template_json()` | `templates.py` | Inject/replace `silo/template.json` in a `.kc` ZIP |
+| `get_default_template_dir()` | `templates.py` | Returns `{userAppData}/Templates/`, creating if needed |
+| `get_search_paths()` | `templates.py` | Returns the 3-tier search path list |
+| `create_document_from_template()` | `silo_commands.py` | Copy template, strip identity, stamp Silo properties |
+| `_clean_template_zip()` | `silo_commands.py` | Strip `silo/template.json` and `silo/manifest.json` from a copy |

docs/src/quicknav/SPEC.md

@@ -0,0 +1,441 @@
+# QuickNav — Keyboard Navigation Addon Specification
+
+**Addon name:** QuickNav
+**Type:** Pure Python FreeCAD addon (no C++ required)
+**Compatibility:** FreeCAD 1.0+, Kindred Create 0.1+
+**Location:** `mods/quicknav/`
+
+---
+
+## 1. Overview
+
+QuickNav provides keyboard-driven command access for FreeCAD and Kindred Create. It replaces mouse-heavy toolbar navigation with a numbered key system organized by workbench and command grouping. The addon is activated by loading its workbench and toggled on/off with the `0` key.
+
+### Design Goals
+
+- Numbers `1-9` execute commands within the active command grouping
+- `Shift+1-9` switches command grouping within the active workbench
+- `Ctrl+1-9` switches workbench context
+- All groupings and workbenches are ordered by most-recently-used (MRU) history
+- History is unlimited internally, top 9 shown, remainder scrollable/clickable
+- Mouse interaction remains fully functional — QuickNav is purely additive
+- Configuration persisted via `FreeCAD.ParamGet()`
+
+---
+
+## 2. Terminology
+
+| Term | Definition |
+|------|-----------|
+| **Workbench** | A FreeCAD workbench (Sketcher, PartDesign, Assembly, etc.). Fixed assignment to Ctrl+N slots. |
+| **Command Grouping** | A logical group of commands within a workbench, mapped from existing FreeCAD toolbar groupings. Max 9 per tier. |
+| **Active Grouping** | The left-most visible grouping in the navigation bar. Its commands are accessible via `1-9`. |
+| **Navigation Bar** | Bottom toolbar displaying the current state: active workbench, groupings, and numbered commands. |
+| **MRU Stack** | Most-recently-used ordering. Position 0 = currently active, 1 = previously active, etc. |
+| **Tier** | When a workbench has >9 command groupings, they are split: Tier 1 (most common 9), Tier 2 (next 9). |
+
+---
+
+## 3. Key Bindings
+
+### 3.1 Mode Toggle
+
+| Key | Action |
+|-----|--------|
+| `0` | Toggle QuickNav on/off. When off, all QuickNav key interception is disabled and the navigation bar hides. |
+
+### 3.2 Command Execution
+
+| Key | Action |
+|-----|--------|
+| `1-9` | Execute the Nth command in the active grouping. If the command is auto-executable (e.g., Pad after closed sketch), execute immediately. Otherwise, enter tool mode (same as clicking the toolbar button). |
+
+### 3.3 Grouping Navigation
+
+| Key | Action |
+|-----|--------|
+| `Shift+1-9` | Switch to the Nth command grouping (MRU ordered) within the current workbench. The newly activated grouping moves to position 0 in the MRU stack. |
+| `Shift+Left/Right` | Scroll through groupings beyond the visible 9. |
+
+### 3.4 Workbench Navigation
+
+| Key | Action |
+|-----|--------|
+| `Ctrl+1` | Sketcher |
+| `Ctrl+2` | Part Design |
+| `Ctrl+3` | Assembly |
+| `Ctrl+4` | Spreadsheet |
+| `Ctrl+5` | TechDraw |
+| `Ctrl+6-9` | User-configurable / additional workbenches |
+
+Switching workbench via `Ctrl+N` also restores that workbench's last-active command grouping.
+
+---
+
+## 4. Navigation Bar
+
+The navigation bar is a `QToolBar` positioned at the bottom of the main window (replacing or sitting alongside FreeCAD's default bottom toolbar area).
+
+### 4.1 Layout
+
+```
+┌─────────────────────────────────────────────────────────────────────┐
+│ [WB: Sketcher] │ ❶ Primitives │ ② Constraints │ ③ Dimensions │ ◀▶ │
+│                │ 1:Line 2:Rect 3:Circle 4:Arc 5:Point 6:Slot ...  │
+└─────────────────────────────────────────────────────────────────────┘
+```
+
+- **Left section:** Current workbench name with Ctrl+N hint
+- **Middle section (top row):** Command groupings, MRU ordered. Active grouping is ❶ (filled circle), others are ②③ etc. Scrollable horizontally if >9.
+- **Middle section (bottom row):** Commands within the active grouping, numbered 1-9
+- **Right section:** Scroll arrows for overflow groupings
+
+### 4.2 Visual States
+
+- **Active grouping:** Bold text, filled number badge, Catppuccin Mocha `blue` (#89b4fa) accent
+- **Inactive groupings:** Normal text, outlined number badge, `surface1` (#45475a) text
+- **Hovered command:** `surface2` (#585b70) background highlight
+- **Active command (tool in use):** `green` (#a6e3a1) underline indicator
+
+### 4.3 Mouse Interaction
+
+- Click any grouping to activate it (equivalent to Shift+N)
+- Click any command to execute it (equivalent to pressing N)
+- Scroll wheel on grouping area to cycle through overflow groupings
+- Click scroll arrows to page through overflow
+
+---
+
+## 5. Workbench Command Groupings
+
+Each workbench's existing FreeCAD toolbars map to command groupings. Where a workbench has >9 toolbars, split into Tier 1 (default, most common) and Tier 2 (accessible via scrolling or `Shift+Left/Right`).
+
+### 5.1 Sketcher (Ctrl+1)
+
+| Grouping | Commands (1-9) |
+|----------|---------------|
+| Primitives | Line, Rectangle, Circle, Arc, Point, Slot, B-Spline, Polyline, Ellipse |
+| Constraints | Coincident, Horizontal, Vertical, Parallel, Perpendicular, Tangent, Equal, Symmetric, Block |
+| Dimensions | Distance, Horizontal Distance, Vertical Distance, Radius, Diameter, Angle, Lock, Constrain Refraction |
+| Construction | Toggle Construction, External Geometry, Carbon Copy, Offset, Trim, Extend, Split |
+| Tools | Mirror, Array (Linear), Array (Polar), Move, Rotate, Scale, Close Shape, Connect Edges |
+
+### 5.2 Part Design (Ctrl+2)
+
+| Grouping | Commands (1-9) |
+|----------|---------------|
+| Additive | Pad, Revolution, Additive Loft, Additive Pipe, Additive Helix, Additive Box, Additive Cylinder, Additive Sphere, Additive Cone |
+| Subtractive | Pocket, Hole, Groove, Subtractive Loft, Subtractive Pipe, Subtractive Helix, Subtractive Box, Subtractive Cylinder, Subtractive Sphere |
+| Datums | New Sketch, Datum Plane, Datum Line, Datum Point, Shape Binder, Sub-Shape Binder, ZTools Datum Creator, ZTools Datum Manager |
+| Transformations | Mirrored, Linear Pattern, Polar Pattern, MultiTransform, ZTools Rotated Linear Pattern |
+| Modeling | Fillet, Chamfer, Draft, Thickness, Boolean, ZTools Enhanced Pocket |
+
+### 5.3 Assembly (Ctrl+3)
+
+| Grouping | Commands (1-9) |
+|----------|---------------|
+| Components | Insert Component, Create Part, Create Assembly, Ground, BOM |
+| Joints | Fixed, Revolute, Cylindrical, Slider, Ball, Planar, Distance, Angle, Parallel |
+| Patterns | ZTools Linear Pattern, ZTools Polar Pattern |
+
+### 5.4 Spreadsheet (Ctrl+4)
+
+| Grouping | Commands (1-9) |
+|----------|---------------|
+| Editing | Merge Cells, Split Cell, Alias, Import CSV, Export CSV |
+| Formatting | Bold, Italic, Underline, Align Left, Align Center, Align Right, BG Color, Text Color, Quick Alias |
+
+### 5.5 TechDraw (Ctrl+5)
+
+Groupings derived from TechDraw's existing toolbars at runtime.
+
+> **Note:** The exact command lists above are initial defaults. The addon discovers available commands from each workbench's toolbar structure at activation time and falls back to these defaults only if discovery fails.
+
+---
+
+## 6. MRU History Behavior
+
+### 6.1 Grouping History (per workbench)
+
+Each workbench maintains its own grouping MRU stack.
+
+- When a grouping is activated (via `Shift+N` or mouse click), it moves to position 0
+- The previously active grouping moves to position 1, everything else shifts down
+- Position 0 is always the active grouping (already selected, shown leftmost)
+- `Shift+1` is a no-op (already active), `Shift+2` activates the previous grouping, etc.
+
+### 6.2 Workbench History
+
+- Workbenches have fixed Ctrl+N assignments (not MRU ordered)
+- However, each workbench remembers its last-active grouping
+- Switching to a workbench restores its last-active grouping as position 0
+
+### 6.3 Persistence
+
+Stored in `FreeCAD.ParamGet("User parameter:BaseApp/Preferences/Mod/QuickNav")`:
+
+| Parameter | Type | Description |
+|-----------|------|-------------|
+| `Enabled` | Bool | Whether QuickNav is currently active |
+| `GroupHistory/<Workbench>` | String | Semicolon-delimited list of grouping names in MRU order |
+| `LastGrouping/<Workbench>` | String | Name of the last-active grouping per workbench |
+| `CustomSlots/Ctrl6` through `Ctrl9` | String | Workbench names for user-configurable slots |
+
+---
+
+## 7. Auto-Execution Logic
+
+When a command is invoked via number key, QuickNav checks if the command can be auto-executed:
+
+### 7.1 Auto-Execute Conditions
+
+A command auto-executes (runs and completes without entering a persistent mode) when:
+
+1. **Pad/Pocket after closed sketch:** If the active body has a sketch that was just closed (sketch edit mode exited with a closed profile), pressing the Pad or Pocket command key creates the feature with default parameters. The task panel still opens for parameter adjustment.
+2. **Boolean operations:** If exactly two bodies/shapes are selected, boolean commands execute with defaults.
+3. **Constraint application:** If appropriate geometry is pre-selected in Sketcher, constraint commands apply immediately.
+
+### 7.2 Mode-Entry (Default)
+
+All other commands enter their standard FreeCAD tool mode — identical to clicking the toolbar button. The user interacts with the 3D view and/or task panel as normal.
+
+---
+
+## 8. Key Event Handling
+
+### 8.1 Event Filter Architecture
+
+```python
+class QuickNavEventFilter(QObject):
+    """Installed on FreeCAD's main window via installEventFilter().
+
+    Intercepts KeyPress events when QuickNav is active.
+    Passes through all events when QuickNav is inactive.
+    """
+
+    def eventFilter(self, obj, event):
+        if event.type() != QEvent.KeyPress:
+            return False
+        if not self._active:
+            return False
+
+        # Don't intercept when a text input widget has focus
+        focused = QApplication.focusWidget()
+        if isinstance(focused, (QLineEdit, QTextEdit, QPlainTextEdit, QSpinBox, QDoubleSpinBox)):
+            return False
+
+        # Don't intercept when task panel input fields are focused
+        if self._is_task_panel_input(focused):
+            return False
+
+        key = event.key()
+        modifiers = event.modifiers()
+
+        if key == Qt.Key_0 and modifiers == Qt.NoModifier:
+            self.toggle_active()
+            return True
+
+        if key >= Qt.Key_1 and key <= Qt.Key_9:
+            n = key - Qt.Key_0
+            if modifiers == Qt.ControlModifier:
+                self.switch_workbench(n)
+                return True
+            elif modifiers == Qt.ShiftModifier:
+                self.switch_grouping(n)
+                return True
+            elif modifiers == Qt.NoModifier:
+                self.execute_command(n)
+                return True
+
+        return False  # Pass through all other keys
+```
+
+### 8.2 Conflict Resolution
+
+QuickNav's event filter takes priority when active. FreeCAD's existing keybindings for `Ctrl+1` through `Ctrl+9` (if any) are overridden while QuickNav is enabled. The original bindings are restored when QuickNav is toggled off or unloaded.
+
+Existing `Shift+` and bare number key bindings in FreeCAD are similarly overridden only while QuickNav is active. This is safe because:
+- FreeCAD does not use bare number keys as shortcuts by default
+- Shift+number is not commonly bound in default FreeCAD
+
+### 8.3 Input Widget Safety
+
+The event filter must NOT intercept keys when the user is:
+- Typing in the Python console
+- Entering values in the task panel (dimensions, parameters)
+- Editing spreadsheet cells
+- Typing in any `QLineEdit`, `QTextEdit`, `QSpinBox`, or `QDoubleSpinBox`
+- Using the Sketcher's inline dimension input
+
+---
+
+## 9. Addon Structure
+
+```
+mods/quicknav/
+├── package.xml              # FreeCAD addon manifest with <kindred> extension
+├── Init.py                  # Non-GUI initialization (no-op)
+├── InitGui.py               # Registers QuickNavWorkbench
+├── quicknav/
+│   ├── __init__.py
+│   ├── core.py              # QuickNavManager singleton — orchestrates state
+│   ├── event_filter.py      # QuickNavEventFilter (QObject)
+│   ├── nav_bar.py           # NavigationBar (QToolBar subclass)
+│   ├── workbench_map.py     # Fixed workbench → Ctrl+N mapping + grouping discovery
+│   ├── history.py           # MRU stack with ParamGet persistence
+│   ├── auto_exec.py         # Auto-execution condition checks
+│   ├── commands.py          # FreeCAD command wrappers (QuickNav_Toggle, etc.)
+│   └── resources/
+│       ├── icons/           # Number badge SVGs, QuickNav icon
+│       └── theme.py         # Catppuccin Mocha color tokens
+└── tests/
+    └── test_history.py      # MRU stack unit tests
+```
+
+### 9.1 Manifest
+
+```xml
+<?xml version="1.0" encoding="UTF-8"?>
+<package format="1">
+  <name>QuickNav</name>
+  <description>Keyboard-driven toolbar navigation</description>
+  <version>0.1.0</version>
+  <maintainer email="dev@kindred-systems.com">Kindred Systems</maintainer>
+  <license>LGPL-2.1</license>
+  <content>
+    <workbench>
+      <classname>QuickNavWorkbench</classname>
+    </workbench>
+  </content>
+  <kindred>
+    <min_create_version>0.1.0</min_create_version>
+    <load_priority>10</load_priority>
+    <pure_python>true</pure_python>
+    <dependencies>
+      <dependency>sdk</dependency>
+    </dependencies>
+  </kindred>
+</package>
+```
+
+### 9.2 Activation
+
+QuickNav activates when its workbench is loaded (via the addon loader or manual activation). It installs the event filter on the main window and creates the navigation bar. The workbench itself is invisible — it does not add its own toolbars or menus beyond the navigation bar. It acts as a transparent overlay on whatever workbench the user is actually working in.
+
+```python
+class QuickNavWorkbench(Gui.Workbench):
+    """Invisible workbench that installs QuickNav on load.
+
+    QuickNav doesn't replace the active workbench — it layers on top.
+    Loading QuickNav installs the event filter and nav bar, then
+    immediately re-activates the previously active workbench.
+    """
+
+    def Initialize(self):
+        QuickNavManager.instance().install()
+
+    def Activated(self):
+        # Re-activate the previous workbench so QuickNav is transparent
+        prev = QuickNavManager.instance().previous_workbench
+        if prev:
+            Gui.activateWorkbench(prev)
+
+    def Deactivated(self):
+        pass
+
+    def GetClassName(self):
+        return "Gui::PythonWorkbench"
+```
+
+**Alternative (preferred for Create):** Instead of a workbench, QuickNav can be activated directly from `Create/InitGui.py` at boot, gated by the `Enabled` preference. This avoids the workbench-switching dance entirely. The `QuickNavWorkbench` registration is kept for standalone FreeCAD compatibility.
+
+---
+
+## 10. Command Discovery
+
+At activation time, QuickNav introspects each workbench's toolbars to build the command grouping map.
+
+```python
+def discover_groupings(workbench_name: str) -> list[CommandGrouping]:
+    """Discover command groupings from a workbench's toolbar structure.
+
+    1. Temporarily activate the workbench (if not already active)
+    2. Enumerate QToolBars from the main window
+    3. Map toolbar name → list of QAction names
+    4. Filter out non-command actions (separators, widgets)
+    5. Split into tiers if >9 groupings
+    6. Restore the previously active workbench
+    """
+```
+
+### 10.1 Fallback Defaults
+
+If toolbar discovery fails (workbench not initialized, empty toolbars), QuickNav falls back to the hardcoded groupings in Section 5. These are stored as a Python dict in `workbench_map.py`.
+
+### 10.2 ZTools Integration
+
+ZTools commands injected via `WorkbenchManipulator` appear in the discovered toolbars and are automatically included in the relevant groupings. No special handling is needed — QuickNav discovers commands after all manipulators have run.
+
+---
+
+## 11. FreeCAD Compatibility
+
+QuickNav is designed as a standalone FreeCAD addon that works without Kindred Create or the SDK.
+
+| Feature | FreeCAD | Kindred Create |
+|---------|---------|----------------|
+| Core navigation (keys, nav bar) | ✅ | ✅ |
+| Catppuccin Mocha theming | ❌ (uses Qt defaults) | ✅ (via SDK theme tokens) |
+| Auto-boot on startup | ❌ (manual workbench activation) | ✅ (via addon loader) |
+| ZTools commands in groupings | ❌ (not present) | ✅ (discovered from manipulated toolbars) |
+
+The SDK dependency is optional — QuickNav checks for `kindred_sdk` availability and degrades gracefully:
+
+```python
+try:
+    from kindred_sdk.theme import get_theme_tokens
+    THEME = get_theme_tokens()
+except ImportError:
+    THEME = None  # Use Qt default palette
+```
+
+---
+
+## 12. Implementation Phases
+
+### Phase 1: Core Infrastructure
+- Event filter with key interception and input widget safety
+- QuickNavManager singleton with toggle on/off
+- Navigation bar widget (QToolBar) with basic layout
+- Hardcoded workbench/grouping maps from Section 5
+- ParamGet persistence for enabled state
+
+### Phase 2: Dynamic Discovery
+- Toolbar introspection for command grouping discovery
+- MRU history with persistence
+- Grouping overflow scrolling
+- Workbench restore (last-active grouping per workbench)
+
+### Phase 3: Auto-Execution
+- Context-aware auto-execute logic
+- Sketcher closed-profile detection for Pad/Pocket
+- Pre-selection constraint application
+
+### Phase 4: Polish
+- Number badge SVG icons
+- Catppuccin Mocha theming (conditional on SDK)
+- Scroll animations
+- Settings dialog (custom Ctrl+6-9 assignments)
+- FreeCAD standalone packaging
+
+---
+
+## 13. Open Questions
+
+1. **Tier switching UX:** When a workbench has >9 groupings split into tiers, should `Shift+0` toggle between tiers, or should tiers be purely a scroll/mouse concept?
+
+2. **Visual number badges:** Should the commands in the nav bar show keycap-style badges (like `⌨ 1`) or just prepend the number (`1: Line`)?
+
+3. **Sketcher inline dimension input:** FreeCAD's Sketcher has an inline dimension entry that isn't a standard QLineEdit. Need to verify the event filter correctly identifies and skips this widget.
+
+4. **Ctrl+N conflicts with Create shortcuts:** Verify that Create/Silo don't already bind Ctrl+1 through Ctrl+9. The Silo toggle uses Ctrl+O/S/N, so these should be clear.

docs/src/reference/configuration.md

@@ -77,7 +77,7 @@ Defined in the root `CMakeLists.txt`:
 
 | Constant | Value | Description |
 |----------|-------|-------------|
-| `KINDRED_CREATE_VERSION` | `0.1.0` | Kindred Create version |
+| `KINDRED_CREATE_VERSION` | `0.1.5` | Kindred Create version |
 | `FREECAD_VERSION` | `1.0.0` | FreeCAD base version |
 
 These are injected into `src/Mod/Create/version.py` at build time via `version.py.in`.

docs/src/reference/datum-creator.md

@@ -0,0 +1,177 @@
+# Datum Creator System
+
+The ZTools Datum Creator (`ZTools_DatumCreator`) creates parametric datum planes, axes, and points. It auto-detects the datum type from selected geometry and provides a unified task panel with 16 creation modes.
+
+**Source files:**
+
+- `mods/ztools/ztools/ztools/commands/datum_commands.py` -- UI, selection handling, mode detection
+- `mods/ztools/ztools/ztools/datums/core.py` -- geometry computation and FreeCAD object creation
+
+## Geometry Classification
+
+The `SelectionItem` class wraps a selected geometry element and classifies it into one of seven types:
+
+| Type | Detection | Icon |
+|------|-----------|------|
+| face | Planar `Part.Face` or object with "Plane" in TypeId | ▢ |
+| plane | Datum plane objects or planar faces | ▣ |
+| cylinder | `Part.Face` with `Surface.Cylinder` | ◎ |
+| edge | `Part.Edge` with `Part.Line` curve | ― |
+| circle | `Part.Edge` with `Part.Circle` or `Part.ArcOfCircle` | ○ |
+| vertex | `Part.Vertex` | • |
+| unknown | Unclassified geometry | ? |
+
+Classification flow:
+
+1. Extract shape from object using the sub-element name (Face#, Edge#, Vertex#)
+2. Check shape type (Face, Edge, Vertex)
+3. For faces: check `surface.isPlanar()` or `isinstance(surface, Part.Cylinder)`
+4. For edges: check curve type (Line, Circle, ArcOfCircle)
+5. Fall back to `unknown`
+
+## Creation Modes
+
+### Planes (7 modes)
+
+| Mode | Required Selection | Parameters | Description |
+|------|--------------------|------------|-------------|
+| `offset_face` | 1 face | distance (mm) | Plane parallel to face at offset |
+| `offset_plane` | 1 plane | distance (mm) | Plane parallel to datum plane at offset |
+| `midplane` | 2 faces | -- | Plane halfway between two parallel faces |
+| `3_points` | 3 vertices | -- | Plane through three non-collinear points |
+| `normal_edge` | 1 edge | position (0--1) | Plane perpendicular to edge at parameter |
+| `angled` | 1 face + 1 edge | angle (deg) | Plane at angle to face, rotating about edge |
+| `tangent_cyl` | 1 cylinder | angle (deg) | Plane tangent to cylinder at angular position |
+
+### Axes (4 modes)
+
+| Mode | Required Selection | Parameters | Description |
+|------|--------------------|------------|-------------|
+| `axis_2pt` | 2 vertices | -- | Axis through two points |
+| `axis_edge` | 1 edge | -- | Axis along linear edge |
+| `axis_cyl` | 1 cylinder | -- | Axis along cylinder centerline |
+| `axis_intersect` | 2 planes | -- | Axis at intersection of two planes |
+
+### Points (5 modes)
+
+| Mode | Required Selection | Parameters | Description |
+|------|--------------------|------------|-------------|
+| `point_vertex` | 1 vertex | -- | Point at vertex location |
+| `point_xyz` | (none) | x, y, z (mm) | Point at explicit coordinates |
+| `point_edge` | 1 edge | position (0--1) | Point at parameter location on edge |
+| `point_face` | 1 face | -- | Point at center of mass of face |
+| `point_circle` | 1 circle | -- | Point at center of circular edge |
+
+## Auto-Detection Algorithm
+
+The `_match_score()` method scores how well the current selection matches each mode's required types.
+
+**Scoring:**
+
+1. If the selection has fewer items than required, score is **0** (no match).
+2. For each required type, find a matching selected type using fuzzy matching:
+   - `face` requirement matches `face` or `cylinder`
+   - `edge` requirement matches `edge` or `circle`
+   - All other types require exact match
+3. Score calculation:
+   - **Exact cardinality** (selection count == required count): score = `100 + matched_count`
+   - **Over-selected** (more items than required): score = `matched_count`
+   - **No match**: score = `0`
+
+The mode with the highest score wins. On each selection change, `update_mode_from_selection()` re-evaluates all 16 modes and activates the best match.
+
+The detected mode is displayed with a category color:
+
+- Planes: Mauve (#cba6f7)
+- Axes: Teal (#94e2d5)
+- Points: Yellow (#f9e2af)
+
+## Task Panel UI
+
+```
++-------------------------------------+
+|      ZTools Datum Creator           |
++-------------------------------------+
+| Selection                           |
+|  [icon] Element Name       [Remove] |
+|  [Add Selected] [Remove] [Clear]    |
++-------------------------------------+
+| Datum Type                          |
+|  DETECTED MODE (colored)            |
+|  Override: [dropdown]               |
++-------------------------------------+
+| Parameters (dynamic per mode)       |
+|  Offset: [spinner] mm              |
+|  Angle: [spinner] deg              |
+|  Position: [spinner] 0-1           |
+|  X/Y/Z: [spinner] mm              |
++-------------------------------------+
+| Options                            |
+|  [ ] Link to Spreadsheet           |
+|  [x] Add to Active Body            |
+|  [ ] Custom Name: [text]           |
++-------------------------------------+
+|         [OK]     [Cancel]           |
++-------------------------------------+
+```
+
+### Selection table
+
+Three columns: type icon (28px), element name (stretch), remove button (28px). Duplicates are rejected. A FreeCAD `SelectionObserver` keeps the "Add Selected" button state synchronized with the active 3D selection.
+
+### Mode override
+
+The dropdown lists all 16 modes prefixed by category (`[P]` plane, `[A]` axis, `[Pt]` point). Selecting a mode disables auto-detection until "(Auto-detect)" is re-selected.
+
+### Parameters section
+
+Rebuilt dynamically when the mode changes. Only the parameter widgets relevant to the active mode are shown. Modes with no parameters hide the section entirely.
+
+### Options
+
+- **Link to Spreadsheet**: creates a spreadsheet alias and expression-links the datum parameter (offset, angle, coordinates) for parametric control.
+- **Add to Active Body**: when checked, creates a `PartDesign::Plane/Line/Point` inside the active body. When unchecked, creates a document-level `Part::Plane/Line/Vertex`.
+- **Custom Name**: overrides the auto-generated name (format: `ZPlane_Offset_001`).
+
+## Dispatch to core.py
+
+`DatumCreatorTaskPanel.accept()` calls `create_datum()`, which:
+
+1. Reads the current mode, body, name, and parameters from the UI
+2. Extracts `SelectionItem` objects by type
+3. Dispatches to the corresponding `core.*` function:
+
+| Mode | Core function |
+|------|---------------|
+| `offset_face` | `core.plane_offset_from_face(face, distance, ...)` |
+| `offset_plane` | `core.plane_offset_from_plane(plane, distance, ...)` |
+| `midplane` | `core.plane_midplane(face1, face2, ...)` |
+| `3_points` | `core.plane_from_3_points(p1, p2, p3, ...)` |
+| `normal_edge` | `core.plane_normal_to_edge(edge, parameter, ...)` |
+| `angled` | `core.plane_angled(face, edge, angle, ...)` |
+| `tangent_cyl` | `core.plane_tangent_to_cylinder(face, angle, ...)` |
+| `axis_2pt` | `core.axis_from_2_points(p1, p2, ...)` |
+| `axis_edge` | `core.axis_from_edge(edge, ...)` |
+| `axis_cyl` | `core.axis_cylinder_center(face, ...)` |
+| `axis_intersect` | `core.axis_intersection_planes(plane1, plane2, ...)` |
+| `point_vertex` | `core.point_at_vertex(vertex, ...)` |
+| `point_xyz` | `core.point_at_coordinates(x, y, z, ...)` |
+| `point_edge` | `core.point_on_edge(edge, parameter, ...)` |
+| `point_face` | `core.point_center_of_face(face, ...)` |
+| `point_circle` | `core.point_center_of_circle(edge, ...)` |
+
+## Core Implementation
+
+Each `core.*` function:
+
+1. Creates the FreeCAD object (`PartDesign::Plane` in a body, `Part::Plane` at document level)
+2. Computes the placement from the source geometry
+3. Configures attachment (MapMode, AttachmentSupport, offset) for parametric updates
+4. Stores ZTools metadata in custom properties:
+   - `ZTools_Type` -- creation method identifier (e.g. `"offset_from_face"`)
+   - `ZTools_Params` -- parameters as JSON (e.g. `{"distance": 10}`)
+   - `ZTools_SourceRefs` -- source geometry references as JSON
+5. Applies Catppuccin Mocha styling (mauve at 70% transparency for planes)
+6. Optionally links parameters to a spreadsheet alias
+
+Auto-naming uses the format `ZPlane_Offset_001`, incrementing the index for each new datum of the same type.

docs/src/reference/kcsolve-python.md

@@ -0,0 +1,429 @@
+# KCSolve Python API Reference
+
+The `kcsolve` module provides Python access to the KCSolve pluggable solver framework. It is built with pybind11 and installed alongside the Assembly module.
+
+```python
+import kcsolve
+```
+
+## Module constants
+
+| Name | Value | Description |
+|------|-------|-------------|
+| `API_VERSION_MAJOR` | `1` | KCSolve API major version |
+
+## Enums
+
+### BaseJointKind
+
+Primitive constraint types. 24 values:
+
+`Coincident`, `PointOnLine`, `PointInPlane`, `Concentric`, `Tangent`, `Planar`, `LineInPlane`, `Parallel`, `Perpendicular`, `Angle`, `Fixed`, `Revolute`, `Cylindrical`, `Slider`, `Ball`, `Screw`, `Universal`, `Gear`, `RackPinion`, `Cam`, `Slot`, `DistancePointPoint`, `DistanceCylSph`, `Custom`
+
+### SolveStatus
+
+| Value | Meaning |
+|-------|---------|
+| `Success` | Solve converged |
+| `Failed` | Solve did not converge |
+| `InvalidFlip` | Orientation flipped past threshold |
+| `NoGroundedParts` | No grounded parts in assembly |
+
+### DiagnosticKind
+
+`Redundant`, `Conflicting`, `PartiallyRedundant`, `Malformed`
+
+### MotionKind
+
+`Rotational`, `Translational`, `General`
+
+### LimitKind
+
+`TranslationMin`, `TranslationMax`, `RotationMin`, `RotationMax`
+
+## Structs
+
+### Transform
+
+Rigid-body transform: position + unit quaternion.
+
+| Field | Type | Default | Description |
+|-------|------|---------|-------------|
+| `position` | `list[float]` (3) | `[0, 0, 0]` | Translation (x, y, z) |
+| `quaternion` | `list[float]` (4) | `[1, 0, 0, 0]` | Unit quaternion (w, x, y, z) |
+
+```python
+t = kcsolve.Transform()
+t = kcsolve.Transform.identity()  # same as default
+```
+
+Note: quaternion convention is `(w, x, y, z)`, which differs from FreeCAD's `Base.Rotation(x, y, z, w)`. The adapter layer handles conversion.
+
+### Part
+
+| Field | Type | Default |
+|-------|------|---------|
+| `id` | `str` | `""` |
+| `placement` | `Transform` | identity |
+| `mass` | `float` | `1.0` |
+| `grounded` | `bool` | `False` |
+
+### Constraint
+
+A constraint between two parts, built from a FreeCAD JointObject by the adapter layer.
+
+| Field | Type | Default | Description |
+|-------|------|---------|-------------|
+| `id` | `str` | `""` | FreeCAD document object name (e.g. `"Joint001"`) |
+| `part_i` | `str` | `""` | Solver-side part ID for first reference |
+| `marker_i` | `Transform` | identity | Coordinate system on `part_i` (attachment point/orientation) |
+| `part_j` | `str` | `""` | Solver-side part ID for second reference |
+| `marker_j` | `Transform` | identity | Coordinate system on `part_j` (attachment point/orientation) |
+| `type` | `BaseJointKind` | `Coincident` | Constraint type |
+| `params` | `list[float]` | `[]` | Scalar parameters (interpretation depends on `type`) |
+| `limits` | `list[Constraint.Limit]` | `[]` | Joint travel limits |
+| `activated` | `bool` | `True` | Whether this constraint is active |
+
+**`marker_i` / `marker_j`** -- Define the local coordinate frames on each part where the joint acts. For example, a Revolute joint's markers define the hinge axis direction and attachment points on each part.
+
+**`params`** -- Interpretation depends on `type`:
+
+| Type | params[0] | params[1] |
+|------|-----------|-----------|
+| `Angle` | angle (radians) | |
+| `RackPinion` | pitch radius | |
+| `Screw` | pitch | |
+| `Gear` | radius I | radius J (negative for belt) |
+| `DistancePointPoint` | distance | |
+| `DistanceCylSph` | distance | |
+| `Planar` | offset | |
+| `Concentric` | distance | |
+| `PointInPlane` | offset | |
+| `LineInPlane` | offset | |
+
+### Constraint.Limit
+
+Joint travel limits (translation or rotation bounds).
+
+| Field | Type | Default | Description |
+|-------|------|---------|-------------|
+| `kind` | `LimitKind` | `TranslationMin` | Which degree of freedom to limit |
+| `value` | `float` | `0.0` | Limit value (meters for translation, radians for rotation) |
+| `tolerance` | `float` | `1e-9` | Solver tolerance for limit enforcement |
+
+### MotionDef
+
+A motion driver for kinematic simulation. Defines time-dependent actuation of a constraint.
+
+| Field | Type | Default | Description |
+|-------|------|---------|-------------|
+| `kind` | `MotionKind` | `Rotational` | Type of motion: `Rotational`, `Translational`, or `General` (both) |
+| `joint_id` | `str` | `""` | ID of the constraint this motion drives |
+| `marker_i` | `str` | `""` | Reference marker on first part |
+| `marker_j` | `str` | `""` | Reference marker on second part |
+| `rotation_expr` | `str` | `""` | Rotation law as a function of time `t` (e.g. `"2*pi*t"`) |
+| `translation_expr` | `str` | `""` | Translation law as a function of time `t` (e.g. `"10*t"`) |
+
+For `Rotational` kind, only `rotation_expr` is used. For `Translational`, only `translation_expr`. For `General`, both are set.
+
+### SimulationParams
+
+Time-stepping parameters for kinematic simulation via `run_kinematic()`.
+
+| Field | Type | Default | Description |
+|-------|------|---------|-------------|
+| `t_start` | `float` | `0.0` | Simulation start time (seconds) |
+| `t_end` | `float` | `1.0` | Simulation end time (seconds) |
+| `h_out` | `float` | `0.01` | Output time step -- controls frame rate (e.g. `0.04` = 25 fps) |
+| `h_min` | `float` | `1e-9` | Minimum internal integration step |
+| `h_max` | `float` | `1.0` | Maximum internal integration step |
+| `error_tol` | `float` | `1e-6` | Error tolerance for adaptive time stepping |
+
+### SolveContext
+
+Complete input to a solve operation. Built by the adapter layer from FreeCAD document objects, or constructed manually for scripted solving.
+
+| Field | Type | Default | Description |
+|-------|------|---------|-------------|
+| `parts` | `list[Part]` | `[]` | All parts in the assembly |
+| `constraints` | `list[Constraint]` | `[]` | Constraints between parts |
+| `motions` | `list[MotionDef]` | `[]` | Motion drivers for kinematic simulation |
+| `simulation` | `SimulationParams` or `None` | `None` | Time-stepping parameters for `run_kinematic()` |
+| `bundle_fixed` | `bool` | `False` | Hint to merge Fixed-joint-connected parts into rigid bodies |
+
+**`motions`** -- Motion drivers define time-dependent joint actuation for kinematic simulation. Each `MotionDef` references a constraint by `joint_id` and provides expressions (functions of time `t`) for rotation and/or translation. Only used when calling `run_kinematic()`.
+
+**`simulation`** -- When set, provides time-stepping parameters (`t_start`, `t_end`, step sizes, error tolerance) for kinematic simulation via `run_kinematic()`. When `None`, kinematic simulation is not requested.
+
+**`bundle_fixed`** -- When `True`, parts connected by `Fixed` joints should be merged into single rigid bodies before solving, reducing the problem size. If the solver reports `supports_bundle_fixed() == True`, it handles this internally. Otherwise, the caller (adapter layer) pre-bundles before building the context.
+
+**Important:** pybind11 returns copies of `list` fields, not references. Use whole-list assignment:
+
+```python
+ctx = kcsolve.SolveContext()
+p = kcsolve.Part()
+p.id = "box1"
+ctx.parts = [p]          # correct
+# ctx.parts.append(p)    # does NOT modify ctx
+```
+
+### ConstraintDiagnostic
+
+| Field | Type | Default |
+|-------|------|---------|
+| `constraint_id` | `str` | `""` |
+| `kind` | `DiagnosticKind` | `Redundant` |
+| `detail` | `str` | `""` |
+
+### SolveResult
+
+| Field | Type | Default |
+|-------|------|---------|
+| `status` | `SolveStatus` | `Success` |
+| `placements` | `list[SolveResult.PartResult]` | `[]` |
+| `dof` | `int` | `-1` |
+| `diagnostics` | `list[ConstraintDiagnostic]` | `[]` |
+| `num_frames` | `int` | `0` |
+
+### SolveResult.PartResult
+
+| Field | Type | Default |
+|-------|------|---------|
+| `id` | `str` | `""` |
+| `placement` | `Transform` | identity |
+
+## Classes
+
+### IKCSolver
+
+Abstract base class for solver backends. Subclass in Python to create custom solvers.
+
+Three methods must be implemented:
+
+```python
+class MySolver(kcsolve.IKCSolver):
+    def name(self):
+        return "My Solver"
+
+    def supported_joints(self):
+        return [kcsolve.BaseJointKind.Fixed, kcsolve.BaseJointKind.Revolute]
+
+    def solve(self, ctx):
+        result = kcsolve.SolveResult()
+        result.status = kcsolve.SolveStatus.Success
+        return result
+```
+
+All other methods are optional and have default implementations. Override them to add capabilities beyond basic solving.
+
+#### update(ctx) -> SolveResult
+
+Incrementally re-solve after parameter changes (e.g. joint angle adjusted during creation). Solvers can optimize this path since only parameters changed, not topology. Default: delegates to `solve()`.
+
+```python
+def update(self, ctx):
+    # Only re-evaluate changed constraints, reuse cached factorization
+    return self._incremental_solve(ctx)
+```
+
+#### Interactive drag protocol
+
+Three-phase protocol for interactive part dragging in the viewport. Solvers can maintain internal state across the drag session for better performance.
+
+**pre_drag(ctx, drag_parts) -> SolveResult** -- Prepare for a drag session. `drag_parts` is a `list[str]` of part IDs being dragged. Solve the initial state and cache internal data. Default: delegates to `solve()`.
+
+**drag_step(drag_placements) -> SolveResult** -- Called on each mouse move. `drag_placements` is a `list[SolveResult.PartResult]` with the current positions of dragged parts. Returns updated placements for all affected parts. Default: returns Success with no placements.
+
+**post_drag()** -- End the drag session and release internal state. Default: no-op.
+
+```python
+def pre_drag(self, ctx, drag_parts):
+    self._cached_system = self._build_system(ctx)
+    return self.solve(ctx)
+
+def drag_step(self, drag_placements):
+    # Use cached system for fast incremental solve
+    for dp in drag_placements:
+        self._cached_system.set_placement(dp.id, dp.placement)
+    return self._cached_system.solve_incremental()
+
+def post_drag(self):
+    self._cached_system = None
+```
+
+#### Kinematic simulation
+
+**run_kinematic(ctx) -> SolveResult** -- Run a kinematic simulation over the time range in `ctx.simulation`. After this call, `num_frames()` returns the frame count and `update_for_frame(i)` retrieves individual frames. Requires `ctx.simulation` to be set and `ctx.motions` to contain at least one motion driver. Default: returns Failed.
+
+**num_frames() -> int** -- Number of simulation frames available after `run_kinematic()`. Default: returns 0.
+
+**update_for_frame(index) -> SolveResult** -- Retrieve part placements for simulation frame at `index` (0-based, must be < `num_frames()`). Default: returns Failed.
+
+```python
+# Run a kinematic simulation
+ctx.simulation = kcsolve.SimulationParams()
+ctx.simulation.t_start = 0.0
+ctx.simulation.t_end = 2.0
+ctx.simulation.h_out = 0.04  # 25 fps
+
+motion = kcsolve.MotionDef()
+motion.kind = kcsolve.MotionKind.Rotational
+motion.joint_id = "Joint001"
+motion.rotation_expr = "2*pi*t"  # one revolution per second
+ctx.motions = [motion]
+
+solver = kcsolve.load("ondsel")
+result = solver.run_kinematic(ctx)
+
+for i in range(solver.num_frames()):
+    frame = solver.update_for_frame(i)
+    for pr in frame.placements:
+        print(f"frame {i}: {pr.id} at {list(pr.placement.position)}")
+```
+
+#### diagnose(ctx) -> list[ConstraintDiagnostic]
+
+Analyze the assembly for redundant, conflicting, or malformed constraints. May require a prior `solve()` call for some solvers. Returns a list of `ConstraintDiagnostic` objects. Default: returns empty list.
+
+```python
+diags = solver.diagnose(ctx)
+for d in diags:
+    if d.kind == kcsolve.DiagnosticKind.Redundant:
+        print(f"Redundant: {d.constraint_id} - {d.detail}")
+    elif d.kind == kcsolve.DiagnosticKind.Conflicting:
+        print(f"Conflict: {d.constraint_id} - {d.detail}")
+```
+
+#### is_deterministic() -> bool
+
+Whether this solver produces identical results given identical input. Used for regression testing and result caching. Default: returns `True`.
+
+#### export_native(path)
+
+Write a solver-native debug/diagnostic file (e.g. ASMT format for OndselSolver). Requires a prior `solve()` or `run_kinematic()` call. Default: no-op.
+
+```python
+solver.solve(ctx)
+solver.export_native("/tmp/debug.asmt")
+```
+
+#### supports_bundle_fixed() -> bool
+
+Whether this solver handles Fixed-joint part bundling internally. When `False`, the caller merges Fixed-joint-connected parts into single rigid bodies before building the `SolveContext`, reducing problem size. When `True`, the solver receives unbundled parts and optimizes internally. Default: returns `False`.
+
+### OndselAdapter
+
+Built-in solver wrapping OndselSolver's Lagrangian constraint formulation. Inherits `IKCSolver`.
+
+```python
+solver = kcsolve.OndselAdapter()
+solver.name()  # "OndselSolver (Lagrangian)"
+```
+
+In practice, use `kcsolve.load("ondsel")` rather than constructing directly, as this goes through the registry.
+
+## Module functions
+
+### available()
+
+Return names of all registered solvers.
+
+```python
+kcsolve.available()  # ["ondsel"]
+```
+
+### load(name="")
+
+Create an instance of the named solver. If `name` is empty, uses the default. Returns `None` if the solver is not found.
+
+```python
+solver = kcsolve.load("ondsel")
+solver = kcsolve.load()  # default solver
+```
+
+### joints_for(name)
+
+Query supported joint types for a registered solver.
+
+```python
+joints = kcsolve.joints_for("ondsel")
+# [BaseJointKind.Coincident, BaseJointKind.Fixed, ...]
+```
+
+### set_default(name)
+
+Set the default solver name. Returns `True` if the name is registered.
+
+```python
+kcsolve.set_default("ondsel")  # True
+kcsolve.set_default("unknown")  # False
+```
+
+### get_default()
+
+Get the current default solver name.
+
+```python
+kcsolve.get_default()  # "ondsel"
+```
+
+### register_solver(name, solver_class)
+
+Register a Python solver class with the SolverRegistry. `solver_class` must be a callable that returns an `IKCSolver` subclass instance.
+
+```python
+class MySolver(kcsolve.IKCSolver):
+    def name(self): return "MySolver"
+    def supported_joints(self): return [kcsolve.BaseJointKind.Fixed]
+    def solve(self, ctx):
+        r = kcsolve.SolveResult()
+        r.status = kcsolve.SolveStatus.Success
+        return r
+
+kcsolve.register_solver("my_solver", MySolver)
+solver = kcsolve.load("my_solver")
+```
+
+## Complete example
+
+```python
+import kcsolve
+
+# Build a two-part assembly with a Fixed joint
+ctx = kcsolve.SolveContext()
+
+base = kcsolve.Part()
+base.id = "base"
+base.grounded = True
+
+arm = kcsolve.Part()
+arm.id = "arm"
+arm.placement.position = [100.0, 0.0, 0.0]
+
+joint = kcsolve.Constraint()
+joint.id = "Joint001"
+joint.part_i = "base"
+joint.part_j = "arm"
+joint.type = kcsolve.BaseJointKind.Fixed
+
+ctx.parts = [base, arm]
+ctx.constraints = [joint]
+
+# Solve
+solver = kcsolve.load("ondsel")
+result = solver.solve(ctx)
+
+print(result.status)  # SolveStatus.Success
+for pr in result.placements:
+    print(f"{pr.id}: pos={list(pr.placement.position)}")
+
+# Diagnostics
+diags = solver.diagnose(ctx)
+for d in diags:
+    print(f"{d.constraint_id}: {d.kind} - {d.detail}")
+```
+
+## Related
+
+- [KCSolve Architecture](../architecture/ondsel-solver.md)
+- [INTER_SOLVER.md](../../INTER_SOLVER.md) -- full architecture specification

docs/src/silo-server/CONFIGURATION.md

@@ -73,25 +73,27 @@ database:
 
 ---
 
-## Storage (MinIO/S3)
+## Storage (Filesystem)
 
-| Key | Type | Default | Env Override | Description |
-|-----|------|---------|-------------|-------------|
-| `storage.endpoint` | string | — | `SILO_MINIO_ENDPOINT` | MinIO/S3 endpoint (`host:port`) |
-| `storage.access_key` | string | — | `SILO_MINIO_ACCESS_KEY` | Access key |
-| `storage.secret_key` | string | — | `SILO_MINIO_SECRET_KEY` | Secret key |
-| `storage.bucket` | string | — | — | S3 bucket name (created automatically if missing) |
-| `storage.use_ssl` | bool | `false` | — | Use HTTPS for MinIO connections |
-| `storage.region` | string | `"us-east-1"` | — | S3 region |
+Files are stored on the local filesystem under a configurable root directory.
+
+| Key | Type | Default | Description |
+|-----|------|---------|-------------|
+| `storage.backend` | string | `"filesystem"` | Storage backend (`filesystem`) |
+| `storage.filesystem.root_dir` | string | — | Root directory for file storage (required) |
 
 ```yaml
 storage:
-  endpoint: "localhost:9000"
-  access_key: ""  # use SILO_MINIO_ACCESS_KEY env var
-  secret_key: ""  # use SILO_MINIO_SECRET_KEY env var
-  bucket: "silo-files"
-  use_ssl: false
-  region: "us-east-1"
+  backend: "filesystem"
+  filesystem:
+    root_dir: "/opt/silo/data"
+```
+
+Ensure the directory exists and is writable by the `silo` user:
+
+```bash
+sudo mkdir -p /opt/silo/data
+sudo chown silo:silo /opt/silo/data
 ```
 
 ---
@@ -264,9 +266,6 @@ All environment variable overrides. These take precedence over values in `config
 | `SILO_DB_NAME` | `database.name` | PostgreSQL database name |
 | `SILO_DB_USER` | `database.user` | PostgreSQL user |
 | `SILO_DB_PASSWORD` | `database.password` | PostgreSQL password |
-| `SILO_MINIO_ENDPOINT` | `storage.endpoint` | MinIO endpoint |
-| `SILO_MINIO_ACCESS_KEY` | `storage.access_key` | MinIO access key |
-| `SILO_MINIO_SECRET_KEY` | `storage.secret_key` | MinIO secret key |
 | `SILO_SESSION_SECRET` | `auth.session_secret` | Session cookie signing secret |
 | `SILO_ADMIN_USERNAME` | `auth.local.default_admin_username` | Default admin username |
 | `SILO_ADMIN_PASSWORD` | `auth.local.default_admin_password` | Default admin password |
@@ -296,11 +295,9 @@ database:
   sslmode: "disable"
 
 storage:
-  endpoint: "localhost:9000"
-  access_key: "minioadmin"
-  secret_key: "minioadmin"
-  bucket: "silo-files"
-  use_ssl: false
+  backend: "filesystem"
+  filesystem:
+    root_dir: "./data"
 
 schemas:
   directory: "./schemas"

docs/src/silo-server/DAG.md

@@ -0,0 +1,246 @@
+# Dependency DAG Specification
+
+**Status:** Draft
+**Last Updated:** 2026-02-13
+
+---
+
+## 1. Purpose
+
+The Dependency DAG is a server-side graph that tracks how features, constraints, and assembly relationships depend on each other. It enables three capabilities described in [MULTI_USER_EDITS.md](MULTI_USER_EDITS.md):
+
+1. **Interference detection** -- comparing dependency cones of concurrent edit sessions to classify conflicts as none, soft, or hard before the user encounters them.
+2. **Incremental validation** -- marking changed nodes dirty and propagating only through the affected subgraph, using input-hash memoization to stop early when inputs haven't changed.
+3. **Structured merge safety** -- walking the DAG to determine whether concurrent edits share upstream dependencies, deciding if auto-merge is safe or manual review is required.
+
+---
+
+## 2. Two-Tier Model
+
+Silo maintains two levels of dependency graph:
+
+### 2.1 BOM DAG (existing)
+
+The assembly-to-part relationship graph already stored in the `relationships` table. Each row represents a parent item containing a child item with a quantity and relationship type (`component`, `alternate`, `reference`). This graph is queried via `GetBOM`, `GetExpandedBOM`, `GetWhereUsed`, and `HasCycle` in `internal/db/relationships.go`.
+
+The BOM DAG is **not modified** by this specification. It continues to serve its existing purpose.
+
+### 2.2 Feature DAG (new)
+
+A finer-grained graph stored in `dag_nodes` and `dag_edges` tables. Each node represents a feature within a single item's revision -- a sketch, pad, fillet, pocket, constraint, body, or part-level container. Edges represent "depends on" relationships: if Pad003 depends on Sketch001, an edge runs from Sketch001 to Pad003.
+
+The feature DAG is populated by clients (silo-mod) when users save, or by runners after compute jobs. Silo stores and queries it but does not generate it -- the Create client has access to the feature tree and is the authoritative source.
+
+### 2.3 Cross-Item Edges
+
+Assembly constraints often reference geometry on child parts (e.g., "mate Face6 of PartA to Face2 of PartB"). These cross-item dependencies are stored in `dag_cross_edges`, linking a node in one item to a node in another. Each cross-edge optionally references the `relationships` row that establishes the BOM connection.
+
+---
+
+## 3. Data Model
+
+### 3.1 dag_nodes
+
+| Column | Type | Description |
+|--------|------|-------------|
+| `id` | UUID | Primary key |
+| `item_id` | UUID | FK to `items.id` |
+| `revision_number` | INTEGER | Revision this DAG snapshot belongs to |
+| `node_key` | TEXT | Feature name from Create (e.g., `Sketch001`, `Pad003`, `Body`) |
+| `node_type` | TEXT | One of: `sketch`, `pad`, `pocket`, `fillet`, `chamfer`, `constraint`, `body`, `part`, `datum`, `mirror`, `pattern`, `boolean` |
+| `properties_hash` | TEXT | SHA-256 of the node's parametric inputs (sketch coordinates, fillet radius, constraint values). Used for memoization -- if the hash hasn't changed, validation can skip this node. |
+| `validation_state` | TEXT | One of: `clean`, `dirty`, `validating`, `failed` |
+| `validation_msg` | TEXT | Error message when `validation_state = 'failed'` |
+| `metadata` | JSONB | Type-specific data (sketch coords, feature params, constraint definitions) |
+| `created_at` | TIMESTAMPTZ | Row creation time |
+| `updated_at` | TIMESTAMPTZ | Last state change |
+
+**Uniqueness:** `(item_id, revision_number, node_key)` -- one node per feature per revision.
+
+### 3.2 dag_edges
+
+| Column | Type | Description |
+|--------|------|-------------|
+| `id` | UUID | Primary key |
+| `source_node_id` | UUID | FK to `dag_nodes.id` -- the upstream node |
+| `target_node_id` | UUID | FK to `dag_nodes.id` -- the downstream node that depends on source |
+| `edge_type` | TEXT | `depends_on` (default), `references`, `constrains` |
+| `metadata` | JSONB | Optional edge metadata |
+
+**Direction convention:** An edge from A to B means "B depends on A". A is upstream, B is downstream. Forward-cone traversal from A walks edges where A is the source.
+
+**Uniqueness:** `(source_node_id, target_node_id, edge_type)`.
+
+**Constraint:** `source_node_id != target_node_id` (no self-edges).
+
+### 3.3 dag_cross_edges
+
+| Column | Type | Description |
+|--------|------|-------------|
+| `id` | UUID | Primary key |
+| `source_node_id` | UUID | FK to `dag_nodes.id` -- node in item A |
+| `target_node_id` | UUID | FK to `dag_nodes.id` -- node in item B |
+| `relationship_id` | UUID | FK to `relationships.id` (nullable) -- the BOM entry connecting the two items |
+| `edge_type` | TEXT | `assembly_ref` (default) |
+| `metadata` | JSONB | Reference details (face ID, edge ID, etc.) |
+
+**Uniqueness:** `(source_node_id, target_node_id)`.
+
+---
+
+## 4. Validation States
+
+Each node has a `validation_state` that tracks whether its computed geometry is current:
+
+| State | Meaning |
+|-------|---------|
+| `clean` | Node's geometry matches its `properties_hash`. No recompute needed. |
+| `dirty` | An upstream change has propagated to this node. Recompute required. |
+| `validating` | A compute job is currently revalidating this node. |
+| `failed` | Recompute failed. `validation_msg` contains the error. |
+
+### 4.1 State Transitions
+
+```
+clean → dirty       (upstream change detected, or MarkDirty called)
+dirty → validating  (compute job claims this node)
+validating → clean  (recompute succeeded, properties_hash updated)
+validating → failed (recompute produced an error)
+failed → dirty      (upstream change detected, retry possible)
+dirty → clean       (properties_hash matches previous -- memoization shortcut)
+```
+
+### 4.2 Dirty Propagation
+
+When a node is marked dirty, all downstream nodes in its forward cone are also marked dirty. This is done atomically in a single recursive CTE:
+
+```sql
+WITH RECURSIVE forward_cone AS (
+    SELECT $1::uuid AS node_id
+    UNION
+    SELECT e.target_node_id
+    FROM dag_edges e
+    JOIN forward_cone fc ON fc.node_id = e.source_node_id
+)
+UPDATE dag_nodes SET validation_state = 'dirty', updated_at = now()
+WHERE id IN (SELECT node_id FROM forward_cone)
+  AND validation_state = 'clean';
+```
+
+### 4.3 Memoization
+
+Before marking a node dirty, the system can compare the new `properties_hash` against the stored value. If they match, the change did not affect this node's inputs, and propagation stops. This is the memoization boundary described in MULTI_USER_EDITS.md Section 5.2.
+
+---
+
+## 5. Graph Queries
+
+### 5.1 Forward Cone
+
+Returns all nodes downstream of a given node -- everything that would be affected if the source node changes. Used for interference detection: if two users' forward cones overlap, there is potential interference.
+
+```sql
+WITH RECURSIVE forward_cone AS (
+    SELECT target_node_id AS node_id
+    FROM dag_edges WHERE source_node_id = $1
+    UNION
+    SELECT e.target_node_id
+    FROM dag_edges e
+    JOIN forward_cone fc ON fc.node_id = e.source_node_id
+)
+SELECT n.* FROM dag_nodes n JOIN forward_cone fc ON n.id = fc.node_id;
+```
+
+### 5.2 Backward Cone
+
+Returns all nodes upstream of a given node -- everything the target node depends on.
+
+### 5.3 Dirty Subgraph
+
+Returns all nodes for a given item where `validation_state != 'clean'`, along with their edges. This is the input to an incremental validation job.
+
+### 5.4 Cycle Detection
+
+Before adding an edge, check that it would not create a cycle. Uses the same recursive ancestor-walk pattern as `HasCycle` in `internal/db/relationships.go`.
+
+---
+
+## 6. DAG Sync
+
+Clients push the full feature DAG to Silo via `PUT /api/items/{partNumber}/dag`. The sync payload is a JSON document:
+
+```json
+{
+  "revision": 3,
+  "nodes": [
+    {
+      "key": "Sketch001",
+      "type": "sketch",
+      "properties_hash": "a1b2c3...",
+      "metadata": {
+        "coordinates": [[0, 0], [10, 0], [10, 5]],
+        "constraints": ["horizontal", "vertical"]
+      }
+    },
+    {
+      "key": "Pad003",
+      "type": "pad",
+      "properties_hash": "d4e5f6...",
+      "metadata": {
+        "length": 15.0,
+        "direction": [0, 0, 1]
+      }
+    }
+  ],
+  "edges": [
+    {
+      "source": "Sketch001",
+      "target": "Pad003",
+      "type": "depends_on"
+    }
+  ]
+}
+```
+
+The server processes this within a single transaction:
+1. Upsert all nodes (matched by `item_id + revision_number + node_key`).
+2. Replace all edges for this item/revision.
+3. Compare new `properties_hash` values against stored values to detect changes.
+4. Mark changed nodes and their forward cones dirty.
+5. Publish `dag.updated` SSE event.
+
+---
+
+## 7. Interference Detection
+
+When a user registers an edit context (MULTI_USER_EDITS.md Section 3.1), the server:
+
+1. Looks up the node(s) being edited by `node_key` within the item's current revision.
+2. Computes the forward cone for those nodes.
+3. Compares the cone against all active edit sessions' cones.
+4. Classifies interference:
+   - **No overlap** → no interference, fully concurrent.
+   - **Overlap, different objects** → soft interference, visual indicator via SSE.
+   - **Same object, same edit type** → hard interference, edit blocked.
+
+---
+
+## 8. REST API
+
+All endpoints are under `/api/items/{partNumber}` and require authentication.
+
+| Method | Path | Auth | Description |
+|--------|------|------|-------------|
+| `GET` | `/dag` | viewer | Get full feature DAG for current revision |
+| `GET` | `/dag/forward-cone/{nodeKey}` | viewer | Get forward dependency cone |
+| `GET` | `/dag/dirty` | viewer | Get dirty subgraph |
+| `PUT` | `/dag` | editor | Sync full feature tree (from client or runner) |
+| `POST` | `/dag/mark-dirty/{nodeKey}` | editor | Manually mark a node and its cone dirty |
+
+---
+
+## 9. References
+
+- [MULTI_USER_EDITS.md](MULTI_USER_EDITS.md) -- Full multi-user editing specification
+- [WORKERS.md](WORKERS.md) -- Worker/runner system that executes validation jobs
+- [ROADMAP.md](ROADMAP.md) -- Tier 0 Dependency DAG entry

docs/src/silo-server/DAG_CLIENT_INTEGRATION.md

@@ -0,0 +1,395 @@
+# DAG Client Integration Contract
+
+**Status:** Draft
+**Last Updated:** 2026-02-13
+
+This document describes what silo-mod and Headless Create runners need to implement to integrate with the Silo dependency DAG and worker system.
+
+---
+
+## 1. Overview
+
+The DAG system has two client-side integration points:
+
+1. **silo-mod workbench** (desktop) -- pushes DAG data to Silo on save or revision create.
+2. **silorunner + silo-mod** (headless) -- extracts DAGs, validates features, and exports geometry as compute jobs.
+
+Both share the same Python codebase in the silo-mod repository. Desktop users call the code interactively; runners call it headlessly via `create --console`.
+
+---
+
+## 2. DAG Sync Payload
+
+Clients push feature trees to Silo via:
+
+```
+PUT /api/items/{partNumber}/dag
+Authorization: Bearer <user_token or runner_token>
+Content-Type: application/json
+```
+
+### 2.1 Request Body
+
+```json
+{
+  "revision_number": 3,
+  "nodes": [
+    {
+      "node_key": "Sketch001",
+      "node_type": "sketch",
+      "properties_hash": "a1b2c3d4e5f6...",
+      "metadata": {
+        "label": "Base Profile",
+        "constraint_count": 12
+      }
+    },
+    {
+      "node_key": "Pad001",
+      "node_type": "pad",
+      "properties_hash": "f6e5d4c3b2a1...",
+      "metadata": {
+        "label": "Main Extrusion",
+        "length": 25.0
+      }
+    }
+  ],
+  "edges": [
+    {
+      "source_key": "Sketch001",
+      "target_key": "Pad001",
+      "edge_type": "depends_on"
+    }
+  ]
+}
+```
+
+### 2.2 Field Reference
+
+**Nodes:**
+
+| Field | Type | Required | Description |
+|-------|------|----------|-------------|
+| `node_key` | string | yes | Unique within item+revision. Use Create's internal object name (e.g. `Sketch001`, `Pad003`). |
+| `node_type` | string | yes | One of: `sketch`, `pad`, `pocket`, `fillet`, `chamfer`, `constraint`, `body`, `part`, `datum`. |
+| `properties_hash` | string | no | SHA-256 hex digest of the node's parametric inputs. Used for memoization. |
+| `validation_state` | string | no | One of: `clean`, `dirty`, `validating`, `failed`. Defaults to `clean`. |
+| `metadata` | object | no | Arbitrary key-value pairs for display or debugging. |
+
+**Edges:**
+
+| Field | Type | Required | Description |
+|-------|------|----------|-------------|
+| `source_key` | string | yes | The node that is depended upon. |
+| `target_key` | string | yes | The node that depends on the source. |
+| `edge_type` | string | no | One of: `depends_on` (default), `references`, `constrains`. |
+
+**Direction convention:** Edges point from dependency to dependent. If Pad001 depends on Sketch001, the edge is `source_key: "Sketch001"`, `target_key: "Pad001"`.
+
+### 2.3 Response
+
+```json
+{
+  "synced": true,
+  "node_count": 15,
+  "edge_count": 14
+}
+```
+
+---
+
+## 3. Computing properties_hash
+
+The `properties_hash` enables memoization -- if a node's inputs haven't changed since the last validation, it can be skipped. Computing it:
+
+```python
+import hashlib
+import json
+
+def compute_properties_hash(feature_obj):
+    """Hash the parametric inputs of a Create feature."""
+    inputs = {}
+
+    if feature_obj.TypeId == "Sketcher::SketchObject":
+        # Hash geometry + constraints
+        inputs["geometry_count"] = feature_obj.GeometryCount
+        inputs["constraint_count"] = feature_obj.ConstraintCount
+        inputs["geometry"] = str(feature_obj.Shape.exportBrep())
+    elif feature_obj.TypeId == "PartDesign::Pad":
+        inputs["length"] = feature_obj.Length.Value
+        inputs["type"] = str(feature_obj.Type)
+        inputs["reversed"] = feature_obj.Reversed
+        inputs["sketch"] = feature_obj.Profile[0].Name
+    # ... other feature types
+
+    canonical = json.dumps(inputs, sort_keys=True)
+    return hashlib.sha256(canonical.encode()).hexdigest()
+```
+
+The exact inputs per feature type are determined by what parametric values affect the feature's geometry. Include anything that, if changed, would require recomputation.
+
+---
+
+## 4. Feature Tree Walking
+
+To extract the DAG from a Create document:
+
+```python
+import FreeCAD
+
+def extract_dag(doc):
+    """Walk a Create document and return nodes + edges."""
+    nodes = []
+    edges = []
+
+    for obj in doc.Objects:
+        # Skip non-feature objects
+        if not hasattr(obj, "TypeId"):
+            continue
+
+        node_type = classify_type(obj.TypeId)
+        if node_type is None:
+            continue
+
+        nodes.append({
+            "node_key": obj.Name,
+            "node_type": node_type,
+            "properties_hash": compute_properties_hash(obj),
+            "metadata": {
+                "label": obj.Label,
+                "type_id": obj.TypeId,
+            }
+        })
+
+        # Walk dependencies via InList (objects this one depends on)
+        for dep in obj.InList:
+            if hasattr(dep, "TypeId") and classify_type(dep.TypeId):
+                edges.append({
+                    "source_key": dep.Name,
+                    "target_key": obj.Name,
+                    "edge_type": "depends_on",
+                })
+
+    return nodes, edges
+
+
+def classify_type(type_id):
+    """Map Create TypeIds to DAG node types."""
+    mapping = {
+        "Sketcher::SketchObject": "sketch",
+        "PartDesign::Pad": "pad",
+        "PartDesign::Pocket": "pocket",
+        "PartDesign::Fillet": "fillet",
+        "PartDesign::Chamfer": "chamfer",
+        "PartDesign::Body": "body",
+        "Part::Feature": "part",
+        "Sketcher::SketchConstraint": "constraint",
+    }
+    return mapping.get(type_id)
+```
+
+---
+
+## 5. When to Push DAG Data
+
+Push the DAG to Silo in these scenarios:
+
+| Event | Trigger | Who |
+|-------|---------|-----|
+| User saves in silo-mod | On save callback | Desktop silo-mod workbench |
+| User creates a revision | After `POST /api/items/{pn}/revisions` succeeds | Desktop silo-mod workbench |
+| Runner extracts DAG | After `create-dag-extract` job completes | silorunner via `PUT /api/runner/jobs/{id}/dag` |
+| Runner validates | After `create-validate` job, push updated validation states | silorunner via `PUT /api/runner/jobs/{id}/dag` |
+
+---
+
+## 6. Runner Entry Points
+
+silo-mod must provide these Python entry points for headless invocation:
+
+### 6.1 silo.runner.dag_extract
+
+Extracts the feature DAG from a Create file and writes it as JSON.
+
+```python
+# silo/runner.py
+
+def dag_extract(input_path, output_path):
+    """
+    Extract feature DAG from a Create file.
+
+    Args:
+        input_path: Path to the .kc (Kindred Create) file.
+        output_path: Path to write the JSON output.
+
+    Output JSON format:
+    {
+        "nodes": [...],  // Same format as DAG sync payload
+        "edges": [...]
+    }
+    """
+    doc = FreeCAD.openDocument(input_path)
+    nodes, edges = extract_dag(doc)
+
+    with open(output_path, 'w') as f:
+        json.dump({"nodes": nodes, "edges": edges}, f)
+
+    FreeCAD.closeDocument(doc.Name)
+```
+
+### 6.2 silo.runner.validate
+
+Rebuilds all features and reports pass/fail per node.
+
+```python
+def validate(input_path, output_path):
+    """
+    Validate a Create file by rebuilding all features.
+
+    Output JSON format:
+    {
+        "valid": true/false,
+        "nodes": [
+            {
+                "node_key": "Pad001",
+                "state": "clean",       // or "failed"
+                "message": null,        // error message if failed
+                "properties_hash": "..."
+            }
+        ]
+    }
+    """
+    doc = FreeCAD.openDocument(input_path)
+    doc.recompute()
+
+    results = []
+    all_valid = True
+    for obj in doc.Objects:
+        if not hasattr(obj, "TypeId"):
+            continue
+        node_type = classify_type(obj.TypeId)
+        if node_type is None:
+            continue
+
+        state = "clean"
+        message = None
+        if hasattr(obj, "isValid") and not obj.isValid():
+            state = "failed"
+            message = f"Feature {obj.Label} failed to recompute"
+            all_valid = False
+
+        results.append({
+            "node_key": obj.Name,
+            "state": state,
+            "message": message,
+            "properties_hash": compute_properties_hash(obj),
+        })
+
+    with open(output_path, 'w') as f:
+        json.dump({"valid": all_valid, "nodes": results}, f)
+
+    FreeCAD.closeDocument(doc.Name)
+```
+
+### 6.3 silo.runner.export
+
+Exports geometry to STEP, IGES, or other formats.
+
+```python
+def export(input_path, output_path, format="step"):
+    """
+    Export a Create file to an external format.
+
+    Args:
+        input_path: Path to the .kc file.
+        output_path: Path to write the exported file.
+        format: Export format ("step", "iges", "stl", "obj").
+    """
+    doc = FreeCAD.openDocument(input_path)
+
+    import Part
+    shapes = [obj.Shape for obj in doc.Objects if hasattr(obj, "Shape")]
+    compound = Part.makeCompound(shapes)
+
+    format_map = {
+        "step": "STEP",
+        "iges": "IGES",
+        "stl": "STL",
+        "obj": "OBJ",
+    }
+
+    Part.export([compound], output_path)
+    FreeCAD.closeDocument(doc.Name)
+```
+
+---
+
+## 7. Headless Invocation
+
+The `silorunner` binary shells out to Create (with silo-mod installed):
+
+```bash
+# DAG extraction
+create --console -e "from silo.runner import dag_extract; dag_extract('/tmp/job/part.kc', '/tmp/job/dag.json')"
+
+# Validation
+create --console -e "from silo.runner import validate; validate('/tmp/job/part.kc', '/tmp/job/result.json')"
+
+# Export
+create --console -e "from silo.runner import export; export('/tmp/job/part.kc', '/tmp/job/output.step', 'step')"
+```
+
+**Prerequisites:** The runner host must have:
+- Headless Create installed (Kindred's fork of FreeCAD)
+- silo-mod installed as a Create addon (so `from silo.runner import ...` works)
+- No display server required -- `--console` mode is headless
+
+---
+
+## 8. Validation Result Handling
+
+After a runner completes a `create-validate` job, it should:
+
+1. Read the result JSON.
+2. Push updated validation states via `PUT /api/runner/jobs/{jobID}/dag`:
+
+```json
+{
+  "revision_number": 3,
+  "nodes": [
+    {"node_key": "Sketch001", "node_type": "sketch", "validation_state": "clean", "properties_hash": "abc..."},
+    {"node_key": "Pad001", "node_type": "pad", "validation_state": "failed", "properties_hash": "def..."}
+  ],
+  "edges": [
+    {"source_key": "Sketch001", "target_key": "Pad001"}
+  ]
+}
+```
+
+3. Complete the job via `POST /api/runner/jobs/{jobID}/complete` with the summary result.
+
+---
+
+## 9. SSE Events
+
+Clients should listen for these events on `GET /api/events`:
+
+| Event | Payload | When |
+|-------|---------|------|
+| `dag.updated` | `{item_id, part_number, revision_number, node_count, edge_count}` | After any DAG sync |
+| `dag.validated` | `{item_id, part_number, valid, failed_count}` | After validation completes |
+| `job.created` | `{job_id, definition_name, trigger, item_id}` | Job auto-triggered or manually created |
+| `job.claimed` | `{job_id, runner_id, runner}` | Runner claims a job |
+| `job.progress` | `{job_id, progress, message}` | Runner reports progress |
+| `job.completed` | `{job_id, runner_id}` | Job finishes successfully |
+| `job.failed` | `{job_id, runner_id, error}` | Job fails |
+| `job.cancelled` | `{job_id, cancelled_by}` | Job cancelled by user |
+
+---
+
+## 10. Cross-Item Edges
+
+For assembly constraints that reference geometry in child parts (e.g. a mate constraint between two parts), use the `dag_cross_edges` table. These edges bridge the BOM DAG and the feature DAG.
+
+Cross-item edges are **not** included in the standard `PUT /dag` sync. They will be managed through a dedicated endpoint in a future iteration once the assembly constraint model in Create/silo-mod is finalized.
+
+For now, the DAG sync covers intra-item dependencies only. Assembly-level interference detection uses the BOM DAG (`relationships` table) combined with per-item feature DAGs.

docs/src/silo-server/DEPLOYMENT.md

@@ -4,7 +4,7 @@
 > instructions. This document covers ongoing maintenance and operations for an
 > existing deployment.
 
-This guide covers deploying Silo to a dedicated VM using external PostgreSQL and MinIO services.
+This guide covers deploying Silo to a dedicated VM using external PostgreSQL and local filesystem storage.
 
 ## Table of Contents
 
@@ -26,28 +26,25 @@ This guide covers deploying Silo to a dedicated VM using external PostgreSQL and
 │  │                        silod                               │ │
 │  │                   (Silo API Server)                        │ │
 │  │                      :8080                                 │ │
+│  │              Files: /opt/silo/data                         │ │
 │  └───────────────────────────────────────────────────────────┘ │
 └─────────────────────────────────────────────────────────────────┘
-              │                               │
-              ▼                               ▼
-┌─────────────────────────┐     ┌─────────────────────────────────┐
-│  psql.example.internal  │     │    minio.example.internal       │
-│      PostgreSQL 16      │     │         MinIO S3                │
-│        :5432            │     │       :9000 (API)               │
-│                         │     │       :9001 (Console)           │
-└─────────────────────────┘     └─────────────────────────────────┘
+              │
+              ▼
+┌─────────────────────────┐
+│  psql.example.internal  │
+│      PostgreSQL 16      │
+│        :5432            │
+└─────────────────────────┘
 ```
 
 ## External Services
 
-The following external services are already configured:
-
-| Service | Host | Database/Bucket | User |
-|---------|------|-----------------|------|
+| Service | Host | Database | User |
+|---------|------|----------|------|
 | PostgreSQL | psql.example.internal:5432 | silo | silo |
-| MinIO | minio.example.internal:9000 | silo-files | silouser |
 
-Migrations have been applied to the database.
+Files are stored on the local filesystem at `/opt/silo/data`. Migrations have been applied to the database.
 
 ---
 
@@ -107,21 +104,15 @@ Fill in the values:
 # Database credentials (psql.example.internal)
 SILO_DB_PASSWORD=your-database-password
 
-# MinIO credentials (minio.example.internal)
-SILO_MINIO_ACCESS_KEY=silouser
-SILO_MINIO_SECRET_KEY=your-minio-secret-key
+
 ```
 
 ### Verify External Services
 
-Before deploying, verify connectivity to external services:
+Before deploying, verify connectivity to PostgreSQL:
 
 ```bash
-# Test PostgreSQL
 psql -h psql.example.internal -U silo -d silo -c 'SELECT 1'
-
-# Test MinIO
-curl -I http://minio.example.internal:9000/minio/health/live
 ```
 
 ---
@@ -183,6 +174,7 @@ sudo -E /opt/silo/src/scripts/deploy.sh
 | File | Purpose |
 |------|---------|
 | `/opt/silo/bin/silod` | Server binary |
+| `/opt/silo/data/` | File storage root |
 | `/opt/silo/src/` | Git repository checkout |
 | `/etc/silo/config.yaml` | Server configuration |
 | `/etc/silo/silod.env` | Environment variables (secrets) |
@@ -242,7 +234,7 @@ sudo journalctl -u silod --since "2024-01-15 10:00:00"
 # Basic health check
 curl http://localhost:8080/health
 
-# Full readiness check (includes DB and MinIO)
+# Full readiness check (includes DB)
 curl http://localhost:8080/ready
 ```
 
@@ -318,24 +310,6 @@ psql -h psql.example.internal -U silo -d silo -f /opt/silo/src/migrations/008_ne
 
 3. Check `pg_hba.conf` on PostgreSQL server allows connections from this host.
 
-### Connection Refused to MinIO
-
-1. Test network connectivity:
-   ```bash
-   nc -zv minio.example.internal 9000
-   ```
-
-2. Test with curl:
-   ```bash
-   curl -I http://minio.example.internal:9000/minio/health/live
-   ```
-
-3. Check SSL settings in config match MinIO setup:
-   ```yaml
-   storage:
-     use_ssl: true  # or false
-   ```
-
 ### Health Check Fails
 
 ```bash
@@ -345,7 +319,9 @@ curl -v http://localhost:8080/ready
 
 # If ready fails but health passes, check external services
 psql -h psql.example.internal -U silo -d silo -c 'SELECT 1'
-curl http://minio.example.internal:9000/minio/health/live
+
+# Check file storage directory
+ls -la /opt/silo/data
 ```
 
 ### Build Fails
@@ -460,10 +436,9 @@ sudo systemctl reload nginx
 
 - [ ] `/etc/silo/silod.env` has mode 600 (`chmod 600`)
 - [ ] Database password is strong and unique
-- [ ] MinIO credentials are specific to silo (not admin)
 - [ ] SSL/TLS enabled for PostgreSQL (`sslmode: require`)
-- [ ] SSL/TLS enabled for MinIO (`use_ssl: true`) if available
 - [ ] HTTPS enabled via nginx reverse proxy
+- [ ] File storage directory (`/opt/silo/data`) owned by `silo` user with mode 750
 - [ ] Silod listens on localhost only (`host: 127.0.0.1`)
 - [ ] Firewall allows only ports 80, 443 (not 8080)
 - [ ] Service runs as non-root `silo` user

docs/src/silo-server/GAP_ANALYSIS.md

@@ -1,13 +1,15 @@
-# Silo Gap Analysis and Revision Control Roadmap
+# Silo Gap Analysis
 
-**Date:** 2026-02-08  
+**Date:** 2026-02-13  
 **Status:** Analysis Complete (Updated)
 
 ---
 
 ## Executive Summary
 
-This document analyzes the current state of the Silo project against its specification, identifies documentation and feature gaps, and outlines a roadmap for enhanced revision control capabilities.
+This document analyzes the current state of the Silo project against its specification and against SOLIDWORKS PDM (the industry-leading product data management solution). It identifies documentation gaps, feature gaps, and outlines a roadmap for enhanced revision control capabilities.
+
+See [ROADMAP.md](ROADMAP.md) for the platform roadmap and dependency tier structure.
 
 ---
 
@@ -25,7 +27,7 @@ This document analyzes the current state of the Silo project against its specifi
 | `docs/AUTH.md` | Authentication system design | Current |
 | `docs/AUTH_USER_GUIDE.md` | User guide for login, tokens, and roles | Current |
 | `docs/GAP_ANALYSIS.md` | Revision control roadmap | Current |
-| `ROADMAP.md` | Feature roadmap and SOLIDWORKS PDM comparison | Current |
+| `docs/ROADMAP.md` | Platform roadmap and dependency tiers | Current |
 | `frontend-spec.md` | React SPA frontend specification | Current |
 
 ### 1.2 Documentation Gaps (Priority Order)
@@ -74,7 +76,7 @@ This document analyzes the current state of the Silo project against its specifi
 | Append-only revision history | Complete | `internal/db/items.go` |
 | Sequential revision numbering | Complete | Database trigger |
 | Property snapshots (JSONB) | Complete | `revisions.properties` |
-| File versioning (MinIO) | Complete | `internal/storage/` |
+| File storage (filesystem) | Complete | `internal/storage/` |
 | SHA256 checksums | Complete | Captured on upload |
 | Revision comments | Complete | `revisions.comment` |
 | User attribution | Complete | `revisions.created_by` |
@@ -91,7 +93,7 @@ CREATE TABLE revisions (
     revision_number INTEGER NOT NULL,
     properties JSONB NOT NULL DEFAULT '{}',
     file_key TEXT,
-    file_version TEXT,        -- MinIO version ID
+    file_version TEXT,        -- storage version ID
     file_checksum TEXT,       -- SHA256
     file_size BIGINT,
     thumbnail_key TEXT,
@@ -281,7 +283,7 @@ Effort: Medium | Priority: Low | Risk: Low
 
 **Changes:**
 - Add thumbnail generation on file upload
-- Store in MinIO at `thumbnails/{part_number}/rev{n}.png`
+- Store at `thumbnails/{part_number}/rev{n}.png`
 - Expose via `GET /api/items/{pn}/thumbnail/{rev}`
 
 ---
@@ -375,7 +377,7 @@ internal/
     relationships.go        # BOM repository
     projects.go             # Project repository
   storage/
-    storage.go              # MinIO file storage helpers
+    storage.go              # File storage helpers
 migrations/
   001_initial.sql           # Core schema
   ...
@@ -450,3 +452,163 @@ GET    /api/releases/{name}                 # Get release details
 POST   /api/releases/{name}/items           # Add items to release
 GET    /api/items/{pn}/thumbnail/{rev}      # Get thumbnail
 ```
+
+---
+
+## Appendix C: SOLIDWORKS PDM Comparison
+
+This section compares Silo's capabilities against SOLIDWORKS PDM features. Gaps are categorized by priority and implementation complexity.
+
+**Legend:** Silo Status = Full / Partial / None | Priority = Critical / High / Medium / Low | Complexity = Simple / Moderate / Complex
+
+### C.1 Version Control & Revision Management
+
+| Feature | SOLIDWORKS PDM | Silo Status | Priority | Complexity |
+|---------|---------------|-------------|----------|------------|
+| Check-in/check-out | Full pessimistic locking | None | High | Moderate |
+| Version history | Complete with branching | Full (linear) | - | - |
+| Revision labels | A, B, C or custom schemes | Full (custom labels) | - | - |
+| Rollback/restore | Full | Full | - | - |
+| Compare revisions | Visual + metadata diff | Metadata diff only | Medium | Complex |
+| Get Latest Revision | One-click retrieval | Partial (API only) | Medium | Simple |
+
+Silo lacks pessimistic locking (check-out), which is critical for multi-user CAD environments where file merging is impractical. Visual diff comparison would require FreeCAD integration for CAD file visualization.
+
+### C.2 Workflow Management
+
+| Feature | SOLIDWORKS PDM | Silo Status | Priority | Complexity |
+|---------|---------------|-------------|----------|------------|
+| Custom workflows | Full visual designer | None | Critical | Complex |
+| State transitions | Configurable with permissions | Basic (status field only) | Critical | Complex |
+| Parallel approvals | Multiple approvers required | None | High | Complex |
+| Automatic transitions | Timer/condition-based | None | Medium | Moderate |
+| Email notifications | On state change | None | High | Moderate |
+| ECO process | Built-in change management | None | High | Complex |
+| Child state conditions | Block parent if children invalid | None | Medium | Moderate |
+
+Workflow management is the largest functional gap. SOLIDWORKS PDM offers sophisticated state machines with parallel approvals, automatic transitions, and deep integration with engineering change processes. Silo currently has only a simple status field (draft/review/released/obsolete) with no transition rules or approval processes.
+
+### C.3 User Management & Security
+
+| Feature | SOLIDWORKS PDM | Silo Status | Priority | Complexity |
+|---------|---------------|-------------|----------|------------|
+| User authentication | Windows AD, LDAP | Full (local, LDAP, OIDC) | - | - |
+| Role-based permissions | Granular per folder/state | Partial (3-tier role model) | Medium | Moderate |
+| Group management | Full | None | Medium | Moderate |
+| Folder permissions | Read/write/delete per folder | None | Medium | Moderate |
+| State permissions | Actions allowed per state | None | High | Moderate |
+| Audit trail | Complete action logging | Full | - | - |
+| Private files | Pre-check-in visibility control | None | Low | Simple |
+
+Authentication is implemented with three backends (local, LDAP/FreeIPA, OIDC/Keycloak) and a 3-tier role model (admin > editor > viewer). Audit logging captures user actions. Remaining gaps: group management, folder-level permissions, and state-based permission rules.
+
+### C.4 Search & Discovery
+
+| Feature | SOLIDWORKS PDM | Silo Status | Priority | Complexity |
+|---------|---------------|-------------|----------|------------|
+| Metadata search | Full with custom cards | Partial (API query params + fuzzy) | High | Moderate |
+| Full-text content search | iFilters for Office, CAD | None | Medium | Complex |
+| Quick search | Toolbar with history | Partial (fuzzy search API) | Medium | Simple |
+| Saved searches | User-defined favorites | None | Medium | Simple |
+| Advanced operators | AND, OR, NOT, wildcards | None | Medium | Simple |
+| Multi-variable search | Search across multiple fields | None | Medium | Simple |
+| Where-used search | Find all assemblies using part | Full | - | - |
+
+Silo has API-level filtering, fuzzy search, and where-used queries. Remaining gaps: saved searches, advanced search operators, and a richer search UI. Content search (searching within CAD files) is not planned for the server.
+
+### C.5 BOM Management
+
+| Feature | SOLIDWORKS PDM | Silo Status | Priority | Complexity |
+|---------|---------------|-------------|----------|------------|
+| Single-level BOM | Yes | Full | - | - |
+| Multi-level BOM | Indented/exploded views | Full (recursive, configurable depth) | - | - |
+| BOM comparison | Between revisions | None | Medium | Moderate |
+| BOM export | Excel, XML, ERP formats | Full (CSV, ODS) | - | - |
+| BOM import | Bulk BOM loading | Full (CSV with upsert) | - | - |
+| Calculated BOMs | Quantities rolled up | None | Medium | Moderate |
+| Reference designators | Full support | Full | - | - |
+| Alternate parts | Substitute tracking | Full | - | - |
+
+Multi-level BOM retrieval (recursive CTE with configurable depth) and BOM export (CSV, ODS) are implemented. BOM import supports CSV with upsert and cycle detection. Remaining gap: BOM comparison between revisions.
+
+### C.6 CAD Integration
+
+| Feature | SOLIDWORKS PDM | Silo Status | Priority | Complexity |
+|---------|---------------|-------------|----------|------------|
+| Native CAD add-in | Deep SOLIDWORKS integration | FreeCAD workbench (silo-mod) | Medium | Complex |
+| Property mapping | Bi-directional sync | Planned (silo-mod) | Medium | Moderate |
+| Task pane | Embedded in CAD UI | Auth dock panel (silo-mod) | Medium | Complex |
+| Lightweight components | Handle without full load | N/A | - | - |
+| Drawing/model linking | Automatic association | Manual | Medium | Moderate |
+| Multi-CAD support | Third-party formats | FreeCAD only | Low | - |
+
+CAD integration is maintained in separate repositories ([silo-mod](https://git.kindred-systems.com/kindred/silo-mod), [silo-calc](https://git.kindred-systems.com/kindred/silo-calc)). The Silo server provides the REST API endpoints consumed by those clients.
+
+### C.7 External Integrations
+
+| Feature | SOLIDWORKS PDM | Silo Status | Priority | Complexity |
+|---------|---------------|-------------|----------|------------|
+| ERP integration | SAP, Dynamics, etc. | Partial (Odoo stubs) | Medium | Complex |
+| API access | Full COM/REST API | Full REST API (78 endpoints) | - | - |
+| Dispatch scripts | Automation without coding | None | Medium | Moderate |
+| Task scheduler | Background processing | None | Medium | Moderate |
+| Email system | SMTP integration | None | High | Simple |
+| Web portal | Browser access | Full (React SPA + auth) | - | - |
+
+Silo has a comprehensive REST API (78 endpoints) and a full web UI with authentication. Odoo ERP integration has config/sync-log scaffolding but push/pull operations are stubs. Remaining gaps: email notifications, task scheduler, dispatch automation.
+
+### C.8 Reporting & Analytics
+
+| Feature | SOLIDWORKS PDM | Silo Status | Priority | Complexity |
+|---------|---------------|-------------|----------|------------|
+| Standard reports | Inventory, usage, activity | None | Medium | Moderate |
+| Custom reports | User-defined queries | None | Medium | Moderate |
+| Dashboard | Visual KPIs | None | Low | Moderate |
+| Export formats | PDF, Excel, CSV | CSV and ODS | Medium | Simple |
+
+Reporting capabilities are absent. Basic reports (item counts, revision activity, where-used) would provide immediate value.
+
+### C.9 File Handling
+
+| Feature | SOLIDWORKS PDM | Silo Status | Priority | Complexity |
+|---------|---------------|-------------|----------|------------|
+| File versioning | Automatic | Full (filesystem) | - | - |
+| File preview | Thumbnails, 3D preview | None | Medium | Complex |
+| File conversion | PDF, DXF generation | None | Medium | Complex |
+| Replication | Multi-site sync | None | Low | Complex |
+| File copy with refs | Copy tree with references | None | Medium | Moderate |
+
+File storage works well. Thumbnail generation and file preview would significantly improve the web UI experience. Automatic conversion to PDF/DXF is valuable for sharing with non-CAD users.
+
+---
+
+## Appendix D: Feature Comparison Matrix
+
+| Category | Feature | SW PDM Standard | SW PDM Pro | Silo Current | Silo Planned |
+|----------|---------|-----------------|------------|--------------|--------------|
+| **Version Control** | Check-in/out | Yes | Yes | No | Tier 1 |
+| | Version history | Yes | Yes | Yes | - |
+| | Rollback | Yes | Yes | Yes | - |
+| | Revision labels/status | Yes | Yes | Yes | - |
+| | Revision comparison | Yes | Yes | Yes (metadata) | - |
+| **Workflow** | Custom workflows | Limited | Yes | No | Tier 4 |
+| | Parallel approval | No | Yes | No | Tier 4 |
+| | Notifications | No | Yes | No | Tier 1 |
+| **Security** | User auth | Windows | Windows/LDAP | Yes (local, LDAP, OIDC) | - |
+| | Permissions | Basic | Granular | Partial (role-based) | Tier 4 |
+| | Audit trail | Basic | Full | Yes | - |
+| **Search** | Metadata search | Yes | Yes | Partial (API + fuzzy) | Tier 0 |
+| | Content search | No | Yes | No | Tier 2 |
+| | Where-used | Yes | Yes | Yes | - |
+| **BOM** | Single-level | Yes | Yes | Yes | - |
+| | Multi-level | Yes | Yes | Yes (recursive) | - |
+| | BOM export | Yes | Yes | Yes (CSV, ODS) | - |
+| **Data** | CSV import/export | Yes | Yes | Yes | - |
+| | ODS import/export | No | No | Yes | - |
+| | Project management | Yes | Yes | Yes | - |
+| **Integration** | API | Limited | Full | Full REST (78) | - |
+| | ERP connectors | No | Yes | Partial (Odoo stubs) | Tier 6 |
+| | Web access | No | Yes | Yes (React SPA + auth) | - |
+| **Files** | Versioning | Yes | Yes | Yes | - |
+| | Preview | Yes | Yes | No | Tier 2 |
+| | Multi-site | No | Yes | No | Not Planned |

docs/src/silo-server/INSTALL.md

@@ -3,7 +3,7 @@
 This guide covers two installation methods:
 
 - **[Option A: Docker Compose](#option-a-docker-compose)** — self-contained stack with all services. Recommended for evaluation, small teams, and environments where Docker is the standard.
-- **[Option B: Daemon Install](#option-b-daemon-install-systemd--external-services)** — systemd service with external PostgreSQL, MinIO, and optional LDAP/nginx. Recommended for production deployments integrated with existing infrastructure.
+- **[Option B: Daemon Install](#option-b-daemon-install-systemd--external-services)** — systemd service with external PostgreSQL and optional LDAP/nginx. Files are stored on the local filesystem. Recommended for production deployments integrated with existing infrastructure.
 
 Both methods produce the same result: a running Silo server with a web UI, REST API, and authentication.
 
@@ -48,7 +48,7 @@ Regardless of which method you choose:
 
 ## Option A: Docker Compose
 
-A single Docker Compose file runs everything: PostgreSQL, MinIO, OpenLDAP, and Silo. An optional nginx container can be enabled for reverse proxying.
+A single Docker Compose file runs everything: PostgreSQL, OpenLDAP, and Silo. Files are stored on the local filesystem. An optional nginx container can be enabled for reverse proxying.
 
 ### A.1 Prerequisites
 
@@ -80,7 +80,6 @@ The setup script generates credentials and configuration files:
 It prompts for:
 - Server domain (default: `localhost`)
 - PostgreSQL password (auto-generated if you press Enter)
-- MinIO credentials (auto-generated)
 - OpenLDAP admin password and initial user (auto-generated)
 - Silo local admin account (fallback when LDAP is unavailable)
 
@@ -106,7 +105,7 @@ Wait for all services to become healthy:
 docker compose -f deployments/docker-compose.allinone.yaml ps
 ```
 
-You should see `silo-postgres`, `silo-minio`, `silo-openldap`, and `silo-api` all in a healthy state.
+You should see `silo-postgres`, `silo-openldap`, and `silo-api` all in a healthy state.
 
 View logs:
 
@@ -124,7 +123,7 @@ docker compose -f deployments/docker-compose.allinone.yaml logs -f silo
 # Health check
 curl http://localhost:8080/health
 
-# Readiness check (includes database and storage connectivity)
+# Readiness check (includes database connectivity)
 curl http://localhost:8080/ready
 ```
 
@@ -226,7 +225,7 @@ The Silo container is rebuilt from the updated source. Database migrations in `m
 
 ## Option B: Daemon Install (systemd + External Services)
 
-This method runs Silo as a systemd service on a dedicated host, connecting to externally managed PostgreSQL, MinIO, and optionally LDAP services.
+This method runs Silo as a systemd service on a dedicated host, connecting to externally managed PostgreSQL and optionally LDAP services. Files are stored on the local filesystem.
 
 ### B.1 Architecture Overview
 
@@ -240,21 +239,22 @@ This method runs Silo as a systemd service on a dedicated host, connecting to ex
                     │  ┌───────▼────────┐  │
                     │  │     silod       │  │
                     │  │  (API server)   │  │
-                    │  └──┬─────────┬───┘  │
-                    └─────┼─────────┼──────┘
-                          │         │
-              ┌───────────▼──┐  ┌───▼──────────────┐
-              │ PostgreSQL 16│  │ MinIO (S3)        │
-              │   :5432      │  │ :9000 API         │
-              └──────────────┘  │ :9001 Console     │
-                                └──────────────────┘
+                    │  │  Files: /opt/   │  │
+                    │  │   silo/data     │  │
+                    │  └──────┬─────────┘  │
+                    └─────────┼────────────┘
+                              │
+                  ┌───────────▼──┐
+                  │ PostgreSQL 16│
+                  │   :5432      │
+                  └──────────────┘
 ```
 
 ### B.2 Prerequisites
 
 - Linux host (Debian/Ubuntu or RHEL/Fedora/AlmaLinux)
 - Root or sudo access
-- Network access to your PostgreSQL and MinIO servers
+- Network access to your PostgreSQL server
 
 The setup script installs Go and other build dependencies automatically.
 
@@ -281,26 +281,6 @@ Verify:
 psql -h YOUR_PG_HOST -U silo -d silo -c 'SELECT 1'
 ```
 
-#### MinIO
-
-Install MinIO and create a bucket and service account:
-
-- [MinIO quickstart](https://min.io/docs/minio/linux/index.html)
-
-```bash
-# Using the MinIO client (mc):
-mc alias set local http://YOUR_MINIO_HOST:9000 minioadmin minioadmin
-mc mb local/silo-files
-mc admin user add local silouser YOUR_MINIO_SECRET
-mc admin policy attach local readwrite --user silouser
-```
-
-Verify:
-
-```bash
-curl -I http://YOUR_MINIO_HOST:9000/minio/health/live
-```
-
 #### LDAP / FreeIPA (Optional)
 
 For LDAP authentication, you need an LDAP server with user and group entries. Options:
@@ -339,10 +319,10 @@ The script:
 4. Clones the repository
 5. Creates the environment file template
 
-To override the default service hostnames:
+To override the default database hostname:
 
 ```bash
-SILO_DB_HOST=db.example.com SILO_MINIO_HOST=s3.example.com sudo -E bash scripts/setup-host.sh
+SILO_DB_HOST=db.example.com sudo -E bash scripts/setup-host.sh
 ```
 
 ### B.5 Configure Credentials
@@ -357,10 +337,6 @@ sudo nano /etc/silo/silod.env
 # Database
 SILO_DB_PASSWORD=your-database-password
 
-# MinIO
-SILO_MINIO_ACCESS_KEY=silouser
-SILO_MINIO_SECRET_KEY=your-minio-secret
-
 # Authentication
 SILO_SESSION_SECRET=generate-a-long-random-string
 SILO_ADMIN_USERNAME=admin
@@ -379,7 +355,7 @@ Review the server configuration:
 sudo nano /etc/silo/config.yaml
 ```
 
-Update `database.host`, `storage.endpoint`, `server.base_url`, and authentication settings for your environment. See [CONFIGURATION.md](CONFIGURATION.md) for all options.
+Update `database.host`, `storage.filesystem.root_dir`, `server.base_url`, and authentication settings for your environment. See [CONFIGURATION.md](CONFIGURATION.md) for all options.
 
 ### B.6 Deploy
 
@@ -412,10 +388,10 @@ sudo /opt/silo/src/scripts/deploy.sh --restart-only
 sudo /opt/silo/src/scripts/deploy.sh --status
 ```
 
-To override the target host or database host:
+To override the target host:
 
 ```bash
-SILO_DEPLOY_TARGET=silo.example.com SILO_DB_HOST=db.example.com sudo -E scripts/deploy.sh
+SILO_DEPLOY_TARGET=silo.example.com sudo -E scripts/deploy.sh
 ```
 
 ### B.7 Set Up Nginx and TLS

docs/src/silo-server/KC_SERVER.md

@@ -0,0 +1,485 @@
+# .kc Server-Side Metadata Integration
+
+**Status:** Draft
+**Date:** February 2026
+
+---
+
+## 1. Purpose
+
+When a `.kc` file is committed to Silo, the server extracts and indexes the `silo/` directory contents so that metadata is queryable, diffable, and streamable without downloading the full file. This document specifies the server-side processing pipeline, database storage, API endpoints, and SSE events that support the Create viewport widgets defined in [SILO_VIEWPORT.md](SILO_VIEWPORT.md).
+
+The core principle: **the `.kc` file is the transport format; Silo is the index.** The `silo/` directory entries are extracted into database columns on commit and packed back into the ZIP on checkout. The server never modifies the FreeCAD standard zone (`Document.xml`, `.brp` files, `thumbnails/`).
+
+---
+
+## 2. Commit Pipeline
+
+When a `.kc` file is uploaded via `POST /api/items/{partNumber}/file`, the server runs an extraction pipeline before returning success.
+
+### 2.1 Pipeline Steps
+
+```
+Client uploads .kc file
+         |
+         v
++-----------------------------+
+|  1. Store file to disk      |  (existing behavior -- unchanged)
+|     items/{pn}/rev{N}.kc    |
++-----------------------------+
+         |
+         v
++-----------------------------+
+|  2. Open ZIP, read silo/    |
+|     Parse each entry        |
++-----------------------------+
+         |
+         v
++-----------------------------+
+|  3. Validate manifest.json  |
+|     - UUID matches item     |
+|     - kc_version supported  |
+|     - revision_hash present |
++-----------------------------+
+         |
+         v
++-----------------------------+
+|  4. Index metadata          |
+|     - Upsert item_metadata  |
+|     - Upsert dependencies   |
+|     - Append history entry  |
+|     - Snapshot approvals    |
+|     - Register macros       |
+|     - Register job defs     |
++-----------------------------+
+         |
+         v
++-----------------------------+
+|  5. Broadcast SSE events    |
+|     - revision.created      |
+|     - metadata.updated      |
+|     - bom.changed (if deps  |
+|       differ from previous) |
++-----------------------------+
+         |
+         v
+       Return 201 Created
+```
+
+### 2.2 Validation Rules
+
+| Check | Failure response |
+|-------|-----------------|
+| `silo/manifest.json` missing | `400 Bad Request` -- file is `.fcstd` not `.kc` |
+| `manifest.uuid` doesn't match item's UUID | `409 Conflict` -- wrong item |
+| `manifest.kc_version` > server's supported version | `422 Unprocessable` -- client newer than server |
+| `manifest.revision_hash` matches current head | `200 OK` (no-op, file unchanged) |
+| Any `silo/` JSON fails to parse | `422 Unprocessable` with path and parse error |
+
+If validation fails, the blob is still stored (the user uploaded it), but no metadata indexing occurs. The item's revision is created with a `metadata_error` flag so the web UI can surface the problem.
+
+### 2.3 Backward Compatibility
+
+Plain `.fcstd` files (no `silo/` directory) continue to work exactly as today -- stored on disk, revision created, no metadata extraction. The pipeline short-circuits at step 2 when no `silo/` directory is found.
+
+---
+
+## 3. Database Schema
+
+### 3.1 `item_metadata` Table
+
+Stores the indexed contents of `silo/metadata.json` as structured JSONB, searchable and filterable via the existing item query endpoints.
+
+```sql
+CREATE TABLE item_metadata (
+    item_id UUID PRIMARY KEY REFERENCES items(id) ON DELETE CASCADE,
+    schema_name TEXT,
+    tags TEXT[] NOT NULL DEFAULT '{}',
+    lifecycle_state TEXT NOT NULL DEFAULT 'draft',
+    fields JSONB NOT NULL DEFAULT '{}',
+    kc_version TEXT,
+    manifest_uuid UUID,
+    silo_instance TEXT,
+    revision_hash TEXT,
+    updated_at TIMESTAMPTZ DEFAULT now(),
+    updated_by TEXT
+);
+
+CREATE INDEX idx_item_metadata_tags ON item_metadata USING GIN (tags);
+CREATE INDEX idx_item_metadata_lifecycle ON item_metadata (lifecycle_state);
+CREATE INDEX idx_item_metadata_fields ON item_metadata USING GIN (fields);
+```
+
+On commit, the server upserts this row from `silo/manifest.json` and `silo/metadata.json`. The `fields` column contains the schema-driven key-value pairs exactly as they appear in the JSON.
+
+### 3.2 `item_dependencies` Table
+
+Stores the indexed contents of `silo/dependencies.json`. Replaces the BOM for assembly relationships that originate from the CAD model.
+
+```sql
+CREATE TABLE item_dependencies (
+    id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+    parent_item_id UUID REFERENCES items(id) ON DELETE CASCADE,
+    child_uuid UUID NOT NULL,
+    child_part_number TEXT,
+    child_revision INTEGER,
+    quantity DECIMAL,
+    label TEXT,
+    relationship TEXT NOT NULL DEFAULT 'component',
+    revision_number INTEGER NOT NULL,
+    created_at TIMESTAMPTZ DEFAULT now()
+);
+
+CREATE INDEX idx_item_deps_parent ON item_dependencies (parent_item_id);
+CREATE INDEX idx_item_deps_child ON item_dependencies (child_uuid);
+```
+
+This table complements the existing `relationships` table. The `relationships` table is the server-authoritative BOM (editable via the web UI and API). The `item_dependencies` table is the CAD-authoritative record extracted from the file. BOM merge (per [BOM_MERGE.md](BOM_MERGE.md)) reconciles the two.
+
+### 3.3 `item_approvals` Table
+
+Stores the indexed contents of `silo/approvals.json`. Server-authoritative -- the `.kc` snapshot is a read cache.
+
+```sql
+CREATE TABLE item_approvals (
+    id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+    item_id UUID REFERENCES items(id) ON DELETE CASCADE,
+    eco_number TEXT,
+    state TEXT NOT NULL DEFAULT 'draft',
+    updated_at TIMESTAMPTZ DEFAULT now(),
+    updated_by TEXT
+);
+
+CREATE TABLE approval_signatures (
+    id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+    approval_id UUID REFERENCES item_approvals(id) ON DELETE CASCADE,
+    username TEXT NOT NULL,
+    role TEXT NOT NULL,
+    status TEXT NOT NULL DEFAULT 'pending',
+    signed_at TIMESTAMPTZ,
+    comment TEXT
+);
+```
+
+These tables exist independent of `.kc` commits -- approvals are created and managed through the web UI and API. On `.kc` checkout, the current approval state is serialized into `silo/approvals.json` for offline display.
+
+### 3.4 `item_macros` Table
+
+Registers macros from `silo/macros/` for server-side discoverability and the future Macro Store module.
+
+```sql
+CREATE TABLE item_macros (
+    id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+    item_id UUID REFERENCES items(id) ON DELETE CASCADE,
+    filename TEXT NOT NULL,
+    trigger TEXT NOT NULL DEFAULT 'manual',
+    content TEXT NOT NULL,
+    revision_number INTEGER NOT NULL,
+    created_at TIMESTAMPTZ DEFAULT now(),
+    UNIQUE(item_id, filename)
+);
+```
+
+---
+
+## 4. API Endpoints
+
+These endpoints serve the viewport widgets in Create. All are under `/api/items/{partNumber}` and follow the existing auth model.
+
+### 4.1 Metadata
+
+| Method | Path | Auth | Description |
+|--------|------|------|-------------|
+| `GET` | `/metadata` | viewer | Get indexed metadata (schema fields, tags, lifecycle) |
+| `PUT` | `/metadata` | editor | Update metadata fields from client |
+| `PATCH` | `/metadata/lifecycle` | editor | Transition lifecycle state |
+| `PATCH` | `/metadata/tags` | editor | Add/remove tags |
+
+**`GET /api/items/{partNumber}/metadata`**
+
+Returns the indexed metadata for viewport display. This is the fast path -- reads from `item_metadata` rather than downloading and parsing the `.kc` ZIP.
+
+```json
+{
+  "schema_name": "mechanical-part-v2",
+  "lifecycle_state": "draft",
+  "tags": ["structural", "aluminum"],
+  "fields": {
+    "material": "6061-T6",
+    "finish": "anodized",
+    "weight_kg": 0.34,
+    "category": "bracket"
+  },
+  "manifest": {
+    "uuid": "550e8400-e29b-41d4-a716-446655440000",
+    "silo_instance": "https://silo.example.com",
+    "revision_hash": "a1b2c3d4e5f6",
+    "kc_version": "1.0"
+  },
+  "updated_at": "2026-02-13T20:30:00Z",
+  "updated_by": "joseph"
+}
+```
+
+**`PUT /api/items/{partNumber}/metadata`**
+
+Accepts a partial update of schema fields. The server merges into the existing `fields` JSONB. This is the write-back path for the Metadata Editor widget.
+
+```json
+{
+  "fields": {
+    "material": "7075-T6",
+    "weight_kg": 0.31
+  }
+}
+```
+
+The server validates field names against the schema descriptor. Unknown fields are rejected with `422`.
+
+**`PATCH /api/items/{partNumber}/metadata/lifecycle`**
+
+Transitions lifecycle state. The server validates the transition is permitted (e.g., `draft` -> `review` is allowed, `released` -> `draft` is not without admin override).
+
+```json
+{ "state": "review" }
+```
+
+### 4.2 Dependencies
+
+| Method | Path | Auth | Description |
+|--------|------|------|-------------|
+| `GET` | `/dependencies` | viewer | Get CAD-extracted dependency list |
+| `GET` | `/dependencies/resolve` | viewer | Resolve UUIDs to current part numbers and file status |
+
+**`GET /api/items/{partNumber}/dependencies`**
+
+Returns the raw dependency list from the last `.kc` commit.
+
+**`GET /api/items/{partNumber}/dependencies/resolve`**
+
+Returns the dependency list with each UUID resolved to its current part number, revision, and whether the file exists on disk. This is what the Dependency Table widget calls to populate the status column.
+
+```json
+{
+  "links": [
+    {
+      "uuid": "660e8400-...",
+      "part_number": "KC-BRK-0042",
+      "label": "Base Plate",
+      "revision": 2,
+      "quantity": 1,
+      "resolved": true,
+      "file_available": true
+    },
+    {
+      "uuid": "770e8400-...",
+      "part_number": "KC-HDW-0108",
+      "label": "M6 SHCS",
+      "revision": 1,
+      "quantity": 4,
+      "resolved": true,
+      "file_available": true
+    },
+    {
+      "uuid": "880e8400-...",
+      "part_number": null,
+      "label": "Cover Panel",
+      "revision": 1,
+      "quantity": 1,
+      "resolved": false,
+      "file_available": false
+    }
+  ]
+}
+```
+
+### 4.3 Approvals
+
+| Method | Path | Auth | Description |
+|--------|------|------|-------------|
+| `GET` | `/approvals` | viewer | Get current approval state |
+| `POST` | `/approvals` | editor | Create ECO / start approval workflow |
+| `POST` | `/approvals/{id}/sign` | editor | Sign (approve/reject) |
+
+These endpoints power the Approvals Viewer widget. The viewer is read-only in Create -- sign actions happen in the web UI, but the API exists for both.
+
+### 4.4 Macros
+
+| Method | Path | Auth | Description |
+|--------|------|------|-------------|
+| `GET` | `/macros` | viewer | List registered macros |
+| `GET` | `/macros/{filename}` | viewer | Get macro source |
+
+Read-only server-side. Macros are authored in Create and committed inside the `.kc`. The server indexes them for discoverability in the future Macro Store.
+
+### 4.5 Existing Endpoints (unchanged)
+
+The viewport widgets also consume these existing endpoints:
+
+| Widget | Endpoint | Purpose |
+|--------|----------|---------|
+| History Viewer | `GET /api/items/{pn}/revisions` | Full revision list |
+| History Viewer | `GET /api/items/{pn}/revisions/compare` | Property diff |
+| Job Viewer | `GET /api/jobs?item={pn}&definition={name}&limit=1` | Last job run |
+| Job Viewer | `POST /api/jobs` | Trigger job |
+| Job Viewer | `GET /api/jobs/{id}/logs` | Job log |
+| Manifest Viewer | `GET /api/items/{pn}` | Item details (UUID, etc.) |
+
+No changes needed to these -- they already exist and return the data the widgets need.
+
+---
+
+## 5. Checkout Pipeline
+
+When a client downloads a `.kc` via `GET /api/items/{partNumber}/file`, the server packs current server-side state into the `silo/` directory before serving the file. This ensures the client always gets the latest metadata, even if it was edited via the web UI since the last commit.
+
+### 5.1 Pipeline Steps
+
+```
+Client requests file download
+         |
+         v
++-----------------------------+
+|  1. Read .kc from disk      |
++-----------------------------+
+         |
+         v
++-----------------------------+
+|  2. Pack silo/ from DB      |
+|     - manifest.json (item)  |
+|     - metadata.json (index) |
+|     - history.json (revs)   |
+|     - approvals.json (ECO)  |
+|     - dependencies.json     |
+|     - macros/ (index)       |
+|     - jobs/ (job defs)      |
++-----------------------------+
+         |
+         v
++-----------------------------+
+|  3. Replace silo/ in ZIP    |
+|     Remove old entries      |
+|     Write packed entries    |
++-----------------------------+
+         |
+         v
+       Stream .kc to client
+```
+
+### 5.2 Packing Rules
+
+| `silo/` entry | Source | Notes |
+|---------------|--------|-------|
+| `manifest.json` | `item_metadata` + `items` table | UUID from item, revision_hash from latest revision |
+| `metadata.json` | `item_metadata.fields` + tags + lifecycle | Serialized from indexed columns |
+| `history.json` | `revisions` table | Last 20 revisions for this item |
+| `approvals.json` | `item_approvals` + `approval_signatures` | Current ECO state, omitted if no active ECO |
+| `dependencies.json` | `item_dependencies` | Current revision's dependency list |
+| `macros/*.py` | `item_macros` | All registered macros |
+| `jobs/*.yaml` | `job_definitions` filtered by item type | Job definitions matching this item's trigger filters |
+
+### 5.3 Caching
+
+Packing the `silo/` directory on every download has a cost. To mitigate:
+
+- **ETag header**: The response includes an ETag computed from the revision number + metadata `updated_at`. If the client sends `If-None-Match`, the server can return `304 Not Modified`.
+- **Lazy packing**: If the `.kc` blob's `silo/manifest.json` revision_hash matches the current head *and* `item_metadata.updated_at` is older than the blob's upload time, skip repacking entirely -- the blob is already current.
+
+---
+
+## 6. SSE Events
+
+The viewport widgets subscribe to SSE for live updates. These events are broadcast when server-side metadata changes, whether via `.kc` commit, web UI edit, or API call.
+
+| Event | Payload | Trigger |
+|-------|---------|---------|
+| `metadata.updated` | `{part_number, changed_fields[], lifecycle_state, updated_by}` | Metadata PUT/PATCH |
+| `metadata.lifecycle` | `{part_number, from_state, to_state, updated_by}` | Lifecycle transition |
+| `metadata.tags` | `{part_number, added[], removed[]}` | Tag add/remove |
+| `approval.created` | `{part_number, eco_number, state}` | ECO created |
+| `approval.signed` | `{part_number, eco_number, user, role, status}` | Approver action |
+| `approval.completed` | `{part_number, eco_number, final_state}` | All approvers acted |
+| `dependencies.changed` | `{part_number, added[], removed[], changed[]}` | Dependency diff on commit |
+
+Existing events (`revision.created`, `job.*`, `bom.changed`) continue to work as documented in [SPECIFICATION.md](SPECIFICATION.md) and [WORKERS.md](WORKERS.md).
+
+### 6.1 Widget Subscription Map
+
+| Viewport widget | Subscribes to |
+|-----------------|---------------|
+| Manifest Viewer | -- (read-only, no live updates) |
+| Metadata Editor | `metadata.updated`, `metadata.lifecycle`, `metadata.tags` |
+| History Viewer | `revision.created` |
+| Approvals Viewer | `approval.created`, `approval.signed`, `approval.completed` |
+| Dependency Table | `dependencies.changed` |
+| Job Viewer | `job.created`, `job.progress`, `job.completed`, `job.failed` |
+| Macro Editor | -- (local-only until committed) |
+
+---
+
+## 7. Web UI Integration
+
+The Silo web UI also benefits from indexed metadata. These are additions to existing pages, not new pages.
+
+### 7.1 Items Page
+
+The item detail panel gains a **Metadata** tab (alongside Main, Properties, Revisions, BOM, Where Used) showing the schema-driven form from `GET /api/items/{pn}/metadata`. Editable for editors.
+
+### 7.2 Items List
+
+New filterable columns: `lifecycle_state`, `tags`. The existing search endpoint gains metadata-aware filtering:
+
+```
+GET /api/items?lifecycle=released&tag=aluminum
+GET /api/items/search?q=bracket&lifecycle=draft
+```
+
+### 7.3 Approvals Page
+
+A new page accessible from the top navigation (visible when a future `approvals` module is enabled). Lists all active ECOs with their approval progress.
+
+---
+
+## 8. Migration
+
+### 8.1 Database Migration
+
+A single migration adds the `item_metadata`, `item_dependencies`, `item_approvals`, `approval_signatures`, and `item_macros` tables. Existing items have no metadata rows -- they're created on first `.kc` commit or via `PUT /api/items/{pn}/metadata`.
+
+### 8.2 Backfill
+
+For items that already have `.kc` files stored on disk (committed before this feature), an admin endpoint re-runs the extraction pipeline:
+
+```
+POST /api/admin/reindex-metadata
+```
+
+This iterates all items with `.kc` files, opens each ZIP, and indexes the `silo/` contents. Idempotent -- safe to run multiple times.
+
+---
+
+## 9. Implementation Order
+
+| Phase | Server work | Supports client phase |
+|-------|------------|----------------------|
+| 1 | `item_metadata` table + `GET/PUT /metadata` + commit extraction | SILO_VIEWPORT Phase 1-2 (Manifest, Metadata) |
+| 2 | Pack `silo/` on checkout + ETag caching | SILO_VIEWPORT Phase 1-3 |
+| 3 | `item_dependencies` table + `/dependencies/resolve` | SILO_VIEWPORT Phase 5 (Dependency Table) |
+| 4 | `item_macros` table + `/macros` endpoints | SILO_VIEWPORT Phase 6 (Macro Editor) |
+| 5 | `item_approvals` tables + `/approvals` endpoints | SILO_VIEWPORT Phase 7 (Approvals Viewer) |
+| 6 | SSE events for metadata/approvals/dependencies | SILO_VIEWPORT Phase 8 (Live integration) |
+| 7 | Web UI metadata tab + list filters | Independent of client |
+
+Phases 1-2 are prerequisite for the viewport to work with live data. Phases 3-6 can be built in parallel with client widget development. Phase 7 is web-UI-only and independent.
+
+---
+
+## 10. References
+
+- [SILO_VIEWPORT.md](SILO_VIEWPORT.md) -- Client-side viewport widget specification
+- [KC_SPECIFICATION.md](KC_SPECIFICATION.md) -- .kc file format specification
+- [SPECIFICATION.md](SPECIFICATION.md) -- Silo server API reference
+- [BOM_MERGE.md](BOM_MERGE.md) -- BOM merge rules (dependency reconciliation)
+- [WORKERS.md](WORKERS.md) -- Job queue (job viewer data source)
+- [MODULES.md](MODULES.md) -- Module system (approval module gating)
+- [ROADMAP.md](ROADMAP.md) -- Platform roadmap tiers

docs/src/silo-server/MODULES.md

@@ -0,0 +1,745 @@
+# Module System Specification
+
+**Status:** Draft
+**Last Updated:** 2026-02-14
+
+---
+
+## 1. Purpose
+
+Silo's module system defines the boundary between required infrastructure and optional capabilities. Each module groups a set of API endpoints, UI views, and configuration parameters. Modules can be enabled or disabled at runtime by administrators via the web UI, and clients can query which modules are active to adapt their feature set.
+
+The goal: after initial deployment (where `config.yaml` sets database, storage, and server bind), all further operational configuration happens through the admin settings UI. The YAML file becomes the bootstrap; the database becomes the runtime source of truth.
+
+---
+
+## 2. Module Registry
+
+### 2.1 Required Modules
+
+These cannot be disabled. They define what Silo *is*.
+
+| Module ID | Name | Description |
+|-----------|------|-------------|
+| `core` | Core PDM | Items, revisions, files, BOM, search, import/export, part number generation |
+| `schemas` | Schemas | Part numbering schema parsing, segment management, form descriptors |
+| `storage` | Storage | Filesystem storage |
+
+### 2.2 Optional Modules
+
+| Module ID | Name | Default | Description |
+|-----------|------|---------|-------------|
+| `auth` | Authentication | `true` | Local, LDAP, OIDC authentication and RBAC |
+| `projects` | Projects | `true` | Project management and item tagging |
+| `audit` | Audit | `true` | Audit logging, completeness scoring |
+| `odoo` | Odoo ERP | `false` | Odoo integration (config, sync-log, push/pull) |
+| `freecad` | Create Integration | `true` | URI scheme, executable path, client settings |
+| `jobs` | Job Queue | `false` | Async compute jobs, runner management |
+| `dag` | Dependency DAG | `false` | Feature DAG sync, validation states, interference detection |
+
+### 2.3 Module Dependencies
+
+Some modules require others to function:
+
+| Module | Requires |
+|--------|----------|
+| `dag` | `jobs` |
+| `jobs` | `auth` (runner tokens) |
+| `odoo` | `auth` |
+
+When enabling a module, its dependencies are validated. The server rejects enabling `dag` without `jobs`. Disabling a module that others depend on shows a warning listing dependents.
+
+---
+
+## 3. Endpoint-to-Module Mapping
+
+### 3.1 `core` (required)
+
+```
+# Health
+GET    /health
+GET    /ready
+
+# Items
+GET    /api/items
+GET    /api/items/search
+GET    /api/items/by-uuid/{uuid}
+GET    /api/items/export.csv
+GET    /api/items/template.csv
+GET    /api/items/export.ods
+GET    /api/items/template.ods
+POST   /api/items
+POST   /api/items/import
+POST   /api/items/import.ods
+GET    /api/items/{partNumber}
+PUT    /api/items/{partNumber}
+DELETE /api/items/{partNumber}
+
+# Revisions
+GET    /api/items/{partNumber}/revisions
+GET    /api/items/{partNumber}/revisions/compare
+GET    /api/items/{partNumber}/revisions/{revision}
+POST   /api/items/{partNumber}/revisions
+PATCH  /api/items/{partNumber}/revisions/{revision}
+POST   /api/items/{partNumber}/revisions/{revision}/rollback
+
+# Files
+GET    /api/items/{partNumber}/files
+GET    /api/items/{partNumber}/file
+GET    /api/items/{partNumber}/file/{revision}
+POST   /api/items/{partNumber}/file
+POST   /api/items/{partNumber}/files
+DELETE /api/items/{partNumber}/files/{fileId}
+PUT    /api/items/{partNumber}/thumbnail
+POST   /api/uploads/presign
+
+# BOM
+GET    /api/items/{partNumber}/bom
+GET    /api/items/{partNumber}/bom/expanded
+GET    /api/items/{partNumber}/bom/flat
+GET    /api/items/{partNumber}/bom/cost
+GET    /api/items/{partNumber}/bom/where-used
+GET    /api/items/{partNumber}/bom/export.csv
+GET    /api/items/{partNumber}/bom/export.ods
+POST   /api/items/{partNumber}/bom
+POST   /api/items/{partNumber}/bom/import
+POST   /api/items/{partNumber}/bom/merge
+PUT    /api/items/{partNumber}/bom/{childPartNumber}
+DELETE /api/items/{partNumber}/bom/{childPartNumber}
+
+# .kc Metadata
+GET    /api/items/{partNumber}/metadata
+PUT    /api/items/{partNumber}/metadata
+PATCH  /api/items/{partNumber}/metadata/lifecycle
+PATCH  /api/items/{partNumber}/metadata/tags
+
+# .kc Dependencies
+GET    /api/items/{partNumber}/dependencies
+GET    /api/items/{partNumber}/dependencies/resolve
+
+# .kc Macros
+GET    /api/items/{partNumber}/macros
+GET    /api/items/{partNumber}/macros/{filename}
+
+# Part Number Generation
+POST   /api/generate-part-number
+
+# Sheets
+POST   /api/sheets/diff
+
+# Settings & Modules (admin)
+GET    /api/modules
+GET    /api/admin/settings
+GET    /api/admin/settings/{module}
+PUT    /api/admin/settings/{module}
+POST   /api/admin/settings/{module}/test
+```
+
+### 3.2 `schemas` (required)
+
+```
+GET    /api/schemas
+GET    /api/schemas/{name}
+GET    /api/schemas/{name}/form
+POST   /api/schemas/{name}/segments/{segment}/values
+PUT    /api/schemas/{name}/segments/{segment}/values/{code}
+DELETE /api/schemas/{name}/segments/{segment}/values/{code}
+```
+
+### 3.3 `storage` (required)
+
+No dedicated endpoints — storage is consumed internally by file upload/download in `core`. Exposed through admin settings for connection status visibility.
+
+### 3.4 `auth`
+
+```
+# Public (login flow)
+GET    /login
+POST   /login
+POST   /logout
+GET    /auth/oidc
+GET    /auth/callback
+
+# Authenticated
+GET    /api/auth/me
+GET    /api/auth/tokens
+POST   /api/auth/tokens
+DELETE /api/auth/tokens/{id}
+
+# Web UI
+GET    /settings                          (account info, tokens)
+POST   /settings/tokens
+POST   /settings/tokens/{id}/revoke
+```
+
+When `auth` is disabled, all routes are open and a synthetic `dev` admin user is injected (current behavior).
+
+### 3.5 `projects`
+
+```
+GET    /api/projects
+GET    /api/projects/{code}
+GET    /api/projects/{code}/items
+GET    /api/projects/{code}/sheet.ods
+POST   /api/projects
+PUT    /api/projects/{code}
+DELETE /api/projects/{code}
+
+# Item-project tagging
+GET    /api/items/{partNumber}/projects
+POST   /api/items/{partNumber}/projects
+DELETE /api/items/{partNumber}/projects/{code}
+```
+
+When disabled: project tag endpoints return `404`, project columns are hidden in UI list views, project filter is removed from item search.
+
+### 3.6 `audit`
+
+```
+GET    /api/audit/completeness
+GET    /api/audit/completeness/{partNumber}
+```
+
+When disabled: audit log table continues to receive writes (it's part of core middleware), but the completeness scoring endpoints and the Audit page in the web UI are hidden. Future: retention policies, export, and compliance reporting endpoints live here.
+
+### 3.7 `odoo`
+
+```
+GET    /api/integrations/odoo/config
+GET    /api/integrations/odoo/sync-log
+PUT    /api/integrations/odoo/config
+POST   /api/integrations/odoo/test-connection
+POST   /api/integrations/odoo/sync/push/{partNumber}
+POST   /api/integrations/odoo/sync/pull/{odooId}
+```
+
+### 3.8 `freecad`
+
+No dedicated API endpoints currently. Configures URI scheme and executable path used by the web UI's "Open in Create" links and by CLI operations. Future: client configuration distribution endpoint.
+
+### 3.9 `jobs`
+
+```
+# User-facing
+GET    /api/jobs
+GET    /api/jobs/{jobID}
+GET    /api/jobs/{jobID}/logs
+POST   /api/jobs
+POST   /api/jobs/{jobID}/cancel
+
+# Job definitions
+GET    /api/job-definitions
+GET    /api/job-definitions/{name}
+POST   /api/job-definitions/reload
+
+# Runner management (admin)
+GET    /api/runners
+POST   /api/runners
+DELETE /api/runners/{runnerID}
+
+# Runner-facing (runner token auth)
+POST   /api/runner/heartbeat
+POST   /api/runner/claim
+PUT    /api/runner/jobs/{jobID}/progress
+POST   /api/runner/jobs/{jobID}/complete
+POST   /api/runner/jobs/{jobID}/fail
+POST   /api/runner/jobs/{jobID}/log
+PUT    /api/runner/jobs/{jobID}/dag
+```
+
+### 3.10 `dag`
+
+```
+GET    /api/items/{partNumber}/dag
+GET    /api/items/{partNumber}/dag/forward-cone/{nodeKey}
+GET    /api/items/{partNumber}/dag/dirty
+PUT    /api/items/{partNumber}/dag
+POST   /api/items/{partNumber}/dag/mark-dirty/{nodeKey}
+```
+
+---
+
+## 4. Disabled Module Behavior
+
+When a module is disabled:
+
+1. **API routes** registered by that module return `404 Not Found` with body `{"error": "module '<id>' is not enabled"}`.
+2. **Web UI** hides the module's navigation entry, page, and any inline UI elements (e.g., project tags on item cards).
+3. **SSE events** from the module are not broadcast.
+4. **Background goroutines** (e.g., job timeout sweeper, runner heartbeat checker) are not started.
+5. **Database tables** are not dropped — they remain for re-enablement. No data loss on disable/enable cycle.
+
+Implementation: each module's route group is wrapped in a middleware check:
+
+```go
+func RequireModule(id string) func(http.Handler) http.Handler {
+    return func(next http.Handler) http.Handler {
+        return http.HandlerFunc(func(w http.ResponseWriter, r *http.Request) {
+            if !modules.IsEnabled(id) {
+                http.Error(w, `{"error":"module '`+id+`' is not enabled"}`, 404)
+                return
+            }
+            next.ServeHTTP(w, r)
+        })
+    }
+}
+```
+
+---
+
+## 5. Configuration Persistence
+
+### 5.1 Precedence
+
+```
+Environment variables  (highest — always wins, secrets live here)
+        ↓
+Database overrides     (admin UI writes here)
+        ↓
+config.yaml            (lowest — bootstrap defaults)
+```
+
+### 5.2 Database Table
+
+```sql
+-- Migration 014_settings.sql
+CREATE TABLE settings_overrides (
+    key         TEXT PRIMARY KEY,          -- dotted path: "auth.ldap.enabled"
+    value       JSONB NOT NULL,           -- typed value
+    updated_by  TEXT NOT NULL,            -- username
+    updated_at  TIMESTAMPTZ NOT NULL DEFAULT now()
+);
+
+CREATE TABLE module_state (
+    module_id   TEXT PRIMARY KEY,         -- "auth", "projects", etc.
+    enabled     BOOLEAN NOT NULL,
+    updated_by  TEXT NOT NULL,
+    updated_at  TIMESTAMPTZ NOT NULL DEFAULT now()
+);
+```
+
+### 5.3 Load Sequence
+
+On startup:
+
+1. Parse `config.yaml` into Go config struct.
+2. Query `settings_overrides` — merge each key into the struct using dotted path resolution.
+3. Apply environment variable overrides (existing `SILO_*` vars).
+4. Query `module_state` — override default enabled/disabled from YAML.
+5. Validate module dependencies.
+6. Register only enabled modules' route groups.
+7. Start only enabled modules' background goroutines.
+
+### 5.4 Runtime Updates
+
+When an admin saves settings via `PUT /api/admin/settings/{module}`:
+
+1. Validate the payload against the module's config schema.
+2. Write changed keys to `settings_overrides`.
+3. Update `module_state` if `enabled` changed.
+4. Apply changes to the in-memory config (hot reload where safe).
+5. Broadcast `settings.changed` SSE event with `{module, enabled, changed_keys}`.
+6. For changes that require restart (e.g., `server.port`, `database.*`), return a `restart_required: true` flag in the response. The UI shows a banner.
+
+### 5.5 What Requires Restart
+
+| Config Area | Hot Reload | Restart Required |
+|-------------|-----------|------------------|
+| Module enable/disable | Yes | No |
+| `auth.*` provider toggles | Yes | No |
+| `auth.cors.allowed_origins` | Yes | No |
+| `odoo.*` connection settings | Yes | No |
+| `freecad.*` | Yes | No |
+| `jobs.*` timeouts, directory | Yes | No |
+| `server.host`, `server.port` | No | Yes |
+| `database.*` | No | Yes |
+| `storage.*` | No | Yes |
+| `schemas.directory` | No | Yes |
+
+---
+
+## 6. Public Module Discovery Endpoint
+
+```
+GET /api/modules
+```
+
+**No authentication required.** Clients need this pre-login to know whether OIDC is available, whether projects exist, etc.
+
+### 6.1 Response
+
+```json
+{
+  "modules": {
+    "core": {
+      "enabled": true,
+      "required": true,
+      "name": "Core PDM",
+      "version": "0.2"
+    },
+    "schemas": {
+      "enabled": true,
+      "required": true,
+      "name": "Schemas"
+    },
+    "storage": {
+      "enabled": true,
+      "required": true,
+      "name": "Storage"
+    },
+    "auth": {
+      "enabled": true,
+      "required": false,
+      "name": "Authentication",
+      "config": {
+        "local_enabled": true,
+        "ldap_enabled": true,
+        "oidc_enabled": true,
+        "oidc_issuer_url": "https://keycloak.example.com/realms/silo"
+      }
+    },
+    "projects": {
+      "enabled": true,
+      "required": false,
+      "name": "Projects"
+    },
+    "audit": {
+      "enabled": true,
+      "required": false,
+      "name": "Audit"
+    },
+    "odoo": {
+      "enabled": false,
+      "required": false,
+      "name": "Odoo ERP"
+    },
+    "freecad": {
+      "enabled": true,
+      "required": false,
+      "name": "Create Integration",
+      "config": {
+        "uri_scheme": "silo"
+      }
+    },
+    "jobs": {
+      "enabled": false,
+      "required": false,
+      "name": "Job Queue"
+    },
+    "dag": {
+      "enabled": false,
+      "required": false,
+      "name": "Dependency DAG",
+      "depends_on": ["jobs"]
+    }
+  },
+  "server": {
+    "version": "0.2",
+    "read_only": false
+  }
+}
+```
+
+The `config` sub-object exposes only public, non-secret metadata needed by clients. Never includes passwords, tokens, or secret keys.
+
+---
+
+## 7. Admin Settings Endpoints
+
+### 7.1 Get All Settings
+
+```
+GET /api/admin/settings
+Authorization: Bearer <admin token>
+```
+
+Returns full config grouped by module with secrets redacted:
+
+```json
+{
+  "core": {
+    "server": {
+      "host": "0.0.0.0",
+      "port": 8080,
+      "base_url": "https://silo.example.com",
+      "read_only": false
+    }
+  },
+  "schemas": {
+    "directory": "/etc/silo/schemas",
+    "default": "kindred-rd"
+  },
+  "storage": {
+    "backend": "filesystem",
+    "filesystem": {
+      "root_dir": "/var/lib/silo/data"
+    },
+    "status": "connected"
+  },
+  "database": {
+    "host": "postgres",
+    "port": 5432,
+    "name": "silo",
+    "user": "silo",
+    "password": "****",
+    "sslmode": "disable",
+    "max_connections": 10,
+    "status": "connected"
+  },
+  "auth": {
+    "enabled": true,
+    "session_secret": "****",
+    "local": { "enabled": true },
+    "ldap": {
+      "enabled": true,
+      "url": "ldaps://ipa.example.com",
+      "base_dn": "dc=kindred,dc=internal",
+      "user_search_dn": "cn=users,cn=accounts,dc=kindred,dc=internal",
+      "bind_password": "****",
+      "role_mapping": { "...": "..." }
+    },
+    "oidc": {
+      "enabled": true,
+      "issuer_url": "https://keycloak.example.com/realms/silo",
+      "client_id": "silo",
+      "client_secret": "****",
+      "redirect_url": "https://silo.example.com/auth/callback"
+    },
+    "cors": { "allowed_origins": ["https://silo.example.com"] }
+  },
+  "projects": { "enabled": true },
+  "audit": { "enabled": true },
+  "odoo": { "enabled": false, "url": "", "database": "", "username": "" },
+  "freecad": { "uri_scheme": "silo", "executable": "" },
+  "jobs": {
+    "enabled": false,
+    "directory": "/etc/silo/jobdefs",
+    "runner_timeout": 90,
+    "job_timeout_check": 30,
+    "default_priority": 100
+  },
+  "dag": { "enabled": false }
+}
+```
+
+### 7.2 Get Module Settings
+
+```
+GET /api/admin/settings/{module}
+```
+
+Returns just the module's config block.
+
+### 7.3 Update Module Settings
+
+```
+PUT /api/admin/settings/{module}
+Content-Type: application/json
+
+{
+  "enabled": true,
+  "ldap": {
+    "enabled": true,
+    "url": "ldaps://ipa.example.com"
+  }
+}
+```
+
+**Response:**
+
+```json
+{
+  "updated": ["auth.ldap.enabled", "auth.ldap.url"],
+  "restart_required": false
+}
+```
+
+### 7.4 Test Connectivity
+
+```
+POST /api/admin/settings/{module}/test
+```
+
+Available for modules with external connections:
+
+| Module | Test Action |
+|--------|------------|
+| `storage` | Verify filesystem storage directory is accessible |
+| `auth` (ldap) | Attempt LDAP bind with configured credentials |
+| `auth` (oidc) | Fetch OIDC discovery document from issuer URL |
+| `odoo` | Attempt XML-RPC connection to Odoo |
+
+**Response:**
+
+```json
+{
+  "success": true,
+  "message": "LDAP bind successful",
+  "latency_ms": 42
+}
+```
+
+---
+
+## 8. Config YAML Changes
+
+The existing `config.yaml` gains a `modules` section. Existing top-level keys remain for backward compatibility — the module system reads from both locations.
+
+```yaml
+# Existing keys (unchanged, still work)
+server:
+  host: "0.0.0.0"
+  port: 8080
+
+database:
+  host: postgres
+  port: 5432
+  name: silo
+  user: silo
+  password: silodev
+  sslmode: disable
+
+storage:
+  backend: filesystem
+  filesystem:
+    root_dir: /var/lib/silo/data
+
+schemas:
+  directory: /etc/silo/schemas
+
+auth:
+  enabled: true
+  session_secret: change-me
+  local:
+    enabled: true
+
+# New: explicit module toggles (optional, defaults shown)
+modules:
+  projects:
+    enabled: true
+  audit:
+    enabled: true
+  odoo:
+    enabled: false
+  freecad:
+    enabled: true
+    uri_scheme: silo
+  jobs:
+    enabled: false
+    directory: /etc/silo/jobdefs
+    runner_timeout: 90
+    job_timeout_check: 30
+    default_priority: 100
+  dag:
+    enabled: false
+```
+
+If a module is not listed under `modules:`, its default enabled state from Section 2.2 applies. The `auth.enabled` field continues to control the `auth` module (no duplication under `modules:`).
+
+---
+
+## 9. SSE Events
+
+```
+settings.changed    {module, enabled, changed_keys[], updated_by}
+```
+
+Broadcast on any admin settings change. The web UI listens for this to:
+
+- Show/hide navigation entries when modules are toggled.
+- Display a "Settings updated by another admin" toast.
+- Show a "Restart required" banner when flagged.
+
+---
+
+## 10. Web UI — Admin Settings Page
+
+The Settings page (`/settings`) is restructured into sections:
+
+### 10.1 Existing (unchanged)
+
+- **Account** — username, display name, email, auth source, role badge.
+- **API Tokens** — create, list, revoke.
+
+### 10.2 New: Module Configuration (admin only)
+
+Visible only to admin users. Each module gets a collapsible card:
+
+```
+┌─────────────────────────────────────────────────────┐
+│ [toggle] Authentication                    [status] │
+├─────────────────────────────────────────────────────┤
+│                                                     │
+│  ── Local Auth ──────────────────────────────────── │
+│  Enabled: [toggle]                                  │
+│                                                     │
+│  ── LDAP / FreeIPA ──────────────────────────────── │
+│  Enabled: [toggle]                                  │
+│  URL:     [ldaps://ipa.example.com        ]         │
+│  Base DN: [dc=kindred,dc=internal         ]  [Test] │
+│                                                     │
+│  ── OIDC / Keycloak ────────────────────────────── │
+│  Enabled:    [toggle]                               │
+│  Issuer URL: [https://keycloak.example.com] [Test]  │
+│  Client ID:  [silo                        ]         │
+│                                                     │
+│  ── CORS ────────────────────────────────────────── │
+│  Allowed Origins: [tag input]                       │
+│                                                     │
+│                                          [Save]     │
+└─────────────────────────────────────────────────────┘
+```
+
+Module cards for required modules (`core`, `schemas`, `storage`) show their status and config but have no enable/disable toggle.
+
+Status indicators per module:
+
+| Status | Badge | Meaning |
+|--------|-------|---------|
+| Active | `green` | Enabled and operational |
+| Disabled | `overlay1` | Toggled off |
+| Error | `red` | Enabled but connectivity or config issue |
+| Setup Required | `yellow` | Enabled but missing required config (e.g., LDAP URL empty) |
+
+### 10.3 Infrastructure Section (admin, read-only)
+
+Shows connection status for required infrastructure:
+
+- **Database** — host, port, name, connection pool usage, status badge.
+- **Storage** — endpoint, bucket, SSL, status badge.
+
+These are read-only in the UI (setup-only via YAML/env). The "Test" button is available to verify connectivity.
+
+---
+
+## 11. Implementation Order
+
+1. **Migration 014** — `settings_overrides` and `module_state` tables.
+2. **Config loader refactor** — YAML → DB merge → env override pipeline.
+3. **Module registry** — Go struct defining all modules with metadata, dependencies, defaults.
+4. **`GET /api/modules`** — public endpoint, no auth.
+5. **`RequireModule` middleware** — gate route groups by module state.
+6. **Admin settings API** — `GET/PUT /api/admin/settings/{module}`, test endpoints.
+7. **Web UI settings page** — module cards with toggles, config forms, test buttons.
+8. **SSE integration** — `settings.changed` event broadcast.
+
+---
+
+## 12. Future Considerations
+
+- **Module manifest format** — per ROADMAP.md, each module will eventually declare routes, views, hooks, and permissions via a manifest. This spec covers the runtime module registry; the manifest format is TBD.
+- **Custom modules** — third-party modules that register against the endpoint registry. Requires the manifest contract and a plugin loading mechanism.
+- **Per-module permissions** — beyond the current role hierarchy, modules may define fine-grained scopes (e.g., `jobs:admin`, `dag:write`).
+- **Location & Inventory module** — when the Location/Inventory API is implemented (tables already exist), it becomes a new optional module.
+- **Notifications module** — per ROADMAP.md Tier 1, notifications/subscriptions will be a dedicated module.
+
+---
+
+## 13. References
+
+- [CONFIGURATION.md](CONFIGURATION.md) — Current config reference
+- [ROADMAP.md](ROADMAP.md) — Module manifest, API endpoint registry
+- [AUTH.md](AUTH.md) — Authentication architecture
+- [WORKERS.md](WORKERS.md) — Job queue system
+- [DAG.md](DAG.md) — Dependency DAG specification
+- [SPECIFICATION.md](SPECIFICATION.md) — Full endpoint listing

docs/src/silo-server/ROADMAP.md

@@ -1,40 +1,288 @@
-# Silo Roadmap
+# Silo Platform Roadmap
 
-**Version:** 1.1  
-**Date:** February 2026  
-**Purpose:** Project inventory, SOLIDWORKS PDM gap analysis, and development roadmap
+**Version:** 2.0
+**Date:** February 2026
+
+Silo is the server component of the Kindred ecosystem. Its core function is storing and version-controlling engineering data (parts, assemblies, BOMs). This roadmap describes the expansion of Silo from a PDM server into a modular platform -- comparable to how Gitea/GitHub extend Git hosting with Actions, Wikis, Packages, and webhooks.
+
+For a detailed comparison against SOLIDWORKS PDM, see [GAP_ANALYSIS.md](GAP_ANALYSIS.md).
 
 ---
 
-## Table of Contents
+## Guiding Principles
 
-1. [Executive Summary](#executive-summary)
-2. [Current Project Inventory](#current-project-inventory)
-3. [SOLIDWORKS PDM Gap Analysis](#solidworks-pdm-gap-analysis)
-4. [Feature Roadmap](#feature-roadmap)
-5. [Implementation Phases](#implementation-phases)
+- **Modular architecture.** Every capability beyond core PDM is a module. Modules register against a central API endpoint registry and declare their menu entries, views, dependencies, and routes via a module manifest.
+- **Odoo-aligned UX.** The web UI follows Odoo's navigation patterns: a top-level app launcher grid, breadcrumb navigation (`Module > List > Record > Sub-view`), and standard view types (list, form, kanban, calendar, pivot). This alignment provides a familiar experience for shops already using Odoo as their ERP, and a clean integration path for those who adopt it later.
+- **Open by default.** Silo and all modules are open-source. Enterprise customers can fork, extend, and self-host. Developer tools for building and distributing custom Create forks are available to everyone, not just Kindred.
+- **Odoo as reference ERP.** For shops on Odoo, a bridge module syncs Silo data to Odoo models (`mrp.bom`, `mrp.production`, `quality.check`, etc.). For shops on other ERPs, the open API serves as a documented integration surface. Silo's web UI is fully self-sufficient with no ERP dependency required.
 
 ---
 
-## Executive Summary
+## Foundational Contracts
 
-Silo is an R&D-oriented item database and part management system. It provides configurable part number generation, revision tracking, BOM management, and file versioning through MinIO storage. CAD integration (FreeCAD workbench, LibreOffice Calc extension) is maintained in separate repositories ([silo-mod](https://git.kindred-systems.com/kindred/silo-mod), [silo-calc](https://git.kindred-systems.com/kindred/silo-calc)).
+### The .kc File Format
 
-This document compares Silo's current capabilities against SOLIDWORKS PDM—the industry-leading product data management solution—to identify gaps and prioritize future development.
+Silo introduces the `.kc` file format as an enhanced superset of FreeCAD's `.fcstd`. Both are ZIP bundles. A `.kc` file contains everything an `.fcstd` does, plus a `silo/` directory with platform metadata.
 
-### Key Differentiators
+#### Standard FCStd contents (preserved as-is)
 
-| Aspect | Silo | SOLIDWORKS PDM |
-|--------|------|----------------|
-| **Target CAD** | FreeCAD / Kindred Create (open source) | SOLIDWORKS (proprietary) |
-| **Part Numbering** | Schema-as-configuration (YAML) | Fixed format with some customization |
-| **Licensing** | Open source / Kindred Proprietary | Commercial ($3,000-$10,000+ per seat) |
-| **Storage** | PostgreSQL + MinIO (S3-compatible) | SQL Server + File Archive |
-| **Philosophy** | R&D-oriented, lightweight | Enterprise-grade, comprehensive |
+- `Document.xml`, `GuiDocument.xml`
+- BREP geometry files (`.brp`)
+- `thumbnails/`
+
+#### Added .kc entries
+
+| Path | Purpose |
+|------|---------|
+| `silo/manifest.json` | Silo instance origin, part UUID, revision hash, .kc schema version |
+| `silo/metadata.json` | Custom schema field values, tags, lifecycle state |
+| `silo/history.json` | Local revision log (lightweight; full history is server-side) |
+| `silo/approvals.json` | ECO/approval state snapshot |
+| `silo/dependencies.json` | Assembly link references by Silo UUID (not filepath) |
+| `silo/macros/` | Embedded macro references or inline scripts bound to this part |
+| `silo/inspection/` | GD&T annotations, tolerance data, CMM linkage metadata |
+| `silo/thumbnails/` | Silo-generated renderings (separate from FreeCAD's built-in thumbnail) |
+
+#### Interoperability
+
+- **FCStd -> Silo:** On import, the `silo/` directory is generated with defaults. A UUID is assigned and the user is prompted for schema fields.
+- **Silo -> FCStd:** On export, the `silo/` directory is stripped. The remaining contents are a valid `.fcstd`.
+- **Round-trip safety:** FreeCAD ignores the `silo/` directory on save, so there is no risk of FreeCAD corrupting Silo metadata.
+- **Schema versioning:** `silo/manifest.json` carries a format version for forward-compatible migrations.
+
+### Module Manifest
+
+Each module ships a manifest declaring its integration surface:
+
+```
+id, name, version, description
+dependencies (other module IDs)
+menu_entries (app launcher icon, label, route)
+view_declarations (list, form, kanban, etc.)
+api_routes (REST endpoints the module registers)
+hooks (events the module listens to or emits)
+permissions (required roles/scopes)
+```
+
+The exact format (JSON, TOML, or Python-based a la Odoo's `__manifest__.py`) is TBD. The contract is: a module is anything that provides a valid manifest and registers against the endpoint registry.
+
+### Web UI Shell
+
+The Silo web application provides the chrome that all modules render within.
+
+- **App launcher:** Top-level grid of installed module icons. Driven by the API endpoint registry -- only enabled modules appear. Disabled modules show greyed with an "Enable" action for discoverability.
+- **Breadcrumbs:** Every view follows `Module > List > Record > Sub-view`. Consistent across all modules.
+- **View types:** List, form, kanban, calendar, pivot/reporting. Modules declare supported views in their manifest.
+- **Schema-driven forms:** The user-customizable schema engine maps directly to form views, enabling end-users to define part metadata fields through the web UI without code changes.
 
 ---
 
-## Current Project Inventory
+## Dependency Tiers
+
+Modules are organized into tiers based on what they depend on. Lower tiers must be stable before higher tiers are built.
+
+### Tier 0 -- Foundation
+
+Everything depends on these. They define what Silo *is*.
+
+| Component | Description | Status |
+|-----------|-------------|--------|
+| **Core Silo** | Part/assembly storage, version control, auth, base REST API | Complete |
+| **.kc Format Spec** | File format contract between Create and Silo | Complete |
+| **API Endpoint Registry** | Module discovery, dynamic UI rendering, health checks | Not Started |
+| **Web UI Shell** | App launcher, breadcrumbs, view framework, module rendering | Partial |
+| **Python Scripting Engine** | Server-side hook execution, module extension point | Not Started |
+| **Job Queue Infrastructure** | Redis/NATS shared async service for all compute modules | Not Started |
+
+### Tier 1 -- Core Services
+
+Broad downstream dependencies. These should be built early because retrofitting is painful.
+
+| Module | Description | Depends On | Status |
+|--------|-------------|------------|--------|
+| **Headless Create** | API-driven FreeCAD instance for file manipulation, geometry queries, format conversion, rendering | Core Silo, Job Queue | Not Started |
+| **Notifications & Subscriptions** | Per-part watch lists, lifecycle event hooks, webhook delivery | Core Silo, Registry | Not Started |
+| **Audit Trail / Compliance** | ITAR, ISO 9001, AS9100 traceability; module-level event journaling | Core Silo | Partial |
+
+### Tier 2 -- File Intelligence & Collaboration
+
+High-visibility features. Mostly low-hanging fruit once Tier 1 is solid.
+
+| Module | Description | Depends On | Status |
+|--------|-------------|------------|--------|
+| **Intelligent FCStd Diffing** | XML-based structural diff of .kc bundles | Headless Create | Not Started |
+| **Thumbnail Generation** | Auto-rendered part/assembly previews | Headless Create | Not Started |
+| **Macro Store** | Shared macro library across Create instances | Core Silo, Registry | Not Started |
+| **Theme & Addon Manager** | Centralized distribution of UI themes and workbench addons | Core Silo, Registry | Not Started |
+| **User-Customizable Schemas** | End-user defined part/form metadata via web UI | Core Silo, Scripting Engine | Not Started |
+
+### Tier 3 -- Compute
+
+Heavy async workloads. All route through the shared job queue.
+
+| Module | Description | Depends On | Status |
+|--------|-------------|------------|--------|
+| **Batch Jobs (CPU/GPU)** | FEA, CFD, rendering, bulk export | Job Queue, Headless Create | Not Started |
+| **AI Broker** | LLM tasks (Ollama), GNN constraint optimization, appearance AI | Job Queue | Not Started |
+| **Reporting & Analytics** | Part reuse, revision frequency, compute usage dashboards, cost roll-ups | Audit Trail, Core Silo | Not Started |
+
+### Tier 4 -- Engineering Workflow
+
+Process modules that formalize how engineering work moves through an organization.
+
+| Module | Description | Depends On | Status |
+|--------|-------------|------------|--------|
+| **Approval / ECO Workflow** | Engineering change orders, multi-stage review gates, digital signatures | Notifications, Audit Trail, Schemas | Not Started |
+| **Shop Floor Drawing Distribution** | Controlled push-to-production drawings; web-based appliance displays on the floor | Headless Create, Approval Workflow | Not Started |
+| **Import/Export Bridge** | STEP, IGES, 3MF connectors; SOLIDWORKS migration tooling; ERP adapters | Headless Create | Not Started |
+| **Multi-tenant / Org Management** | Org boundaries, role-based permissioning, storage quotas | Core Auth, Audit Trail | Not Started |
+
+### Tier 5 -- Manufacturing & Quality
+
+Deep domain modules. Heavy spec work required independent of software dependencies.
+
+| Module | Description | Depends On | Status |
+|--------|-------------|------------|--------|
+| **MES Module** | Manufacturing execution -- internal module or bridge to external MES | Approval Workflow, Schemas, Shop Floor Drawings | Not Started |
+| **Quality / Tolerance Stackup** | Inspection data ingestion, CMM device linking, statistical tolerance analysis, material mapping | Schemas, Import Bridge | Not Started |
+| **Inspection Plan Generator** | Auto-generate CMM programs or inspection checklists from GD&T drawings | Headless Create, Quality Module | Not Started |
+| **BIM Inventory / Receiving** | Live facility model with real-time inventory location, explorable in a custom BIM-MES workbench in Create | Custom BIM-MES Workbench, Schemas, Notifications | Not Started |
+
+### Tier 6 -- Platform & Ecosystem
+
+Modules that serve the broader community and long-horizon use cases.
+
+| Module | Description | Depends On | Status |
+|--------|-------------|------------|--------|
+| **Developer Tools** | Managed Gitea instance for in-house Create fork development; CI/CD to build and distribute fork updates to configured clients | Tier 0-1 stability | Not Started |
+| **Digital Twin Sync** | Live sensor data mapped onto BIM/assembly models; operational monitoring | BIM Inventory, Reporting | Not Started |
+| **ERP Adapters (Odoo, SAP, etc.)** | Bidirectional sync of parts, BOMs, ECOs, production orders to external ERP | Import/Export Bridge, MES, Schemas | Partial (Odoo stubs) |
+
+---
+
+## Near-Term Priorities
+
+These are the concrete tasks that map to Tier 0 completion and the first steps into Tier 1. They replace the older Phase 1-6 calendar-based timelines.
+
+### Tier 0 Completion
+
+Complete MVP and stabilize core functionality.
+
+| Task | Description | Status |
+|------|-------------|--------|
+| Unit test suite | Core API, database, partnum, file, CSV/ODS handler tests | Partial (~40%) |
+| Date segment type | Implement `date` segment with strftime-style formatting | Not Started |
+| Part number validation | Validate format against schema on creation | Not Started |
+| Location CRUD API | Expose location hierarchy via REST | Not Started |
+| Inventory API | Expose inventory operations via REST | Not Started |
+
+**Success metrics:**
+- All existing tests pass
+- File upload/download works end-to-end
+- FreeCAD users can checkout, modify, commit parts
+
+### Multi-User Enablement
+
+Enable team collaboration (feeds into Tier 1 and Tier 4).
+
+| Task | Description | Status |
+|------|-------------|--------|
+| Check-out locking | Pessimistic locks with timeout | Not Started |
+| User/group management | Create, assign, manage users and groups | Not Started |
+| Folder permissions | Read/write/delete per folder hierarchy | Not Started |
+
+**Success metrics:**
+- 5+ concurrent users supported
+- No data corruption under concurrent access
+- Audit log captures all modifications
+
+### Workflow Engine
+
+Implement engineering change processes (Tier 4: Approval/ECO Workflow).
+
+| Task | Description | Status |
+|------|-------------|--------|
+| Workflow designer | YAML-defined state machines | Not Started |
+| State transitions | Configurable transition rules with permissions | Not Started |
+| Approval workflows | Single and parallel approver gates | Not Started |
+| Email notifications | SMTP integration for alerts on state changes | Not Started |
+
+**Success metrics:**
+- Engineering change process completable in Silo
+- Email notifications delivered reliably
+- Workflow state visible in web UI
+
+### Search & Discovery
+
+Improve findability and navigation (Tier 0 Web UI Shell).
+
+| Task | Description | Status |
+|------|-------------|--------|
+| Advanced search UI | Web interface with filters and operators | Not Started |
+| Saved searches | User-defined query favorites | Not Started |
+
+**Success metrics:**
+- Search returns results in <2 seconds
+- Where-used queries complete in <5 seconds
+
+---
+
+## Gap Summary
+
+For full SOLIDWORKS PDM comparison tables, see [GAP_ANALYSIS.md Appendix C](GAP_ANALYSIS.md#appendix-c-solidworks-pdm-comparison).
+
+### Completed (Previously Critical/High)
+
+1. ~~User authentication~~ -- local, LDAP, OIDC
+2. ~~Role-based permissions~~ -- 3-tier role model (admin/editor/viewer)
+3. ~~Audit trail~~ -- audit_log table with completeness scoring
+4. ~~Where-used search~~ -- reverse parent lookup API
+5. ~~Multi-level BOM API~~ -- recursive expansion with configurable depth
+6. ~~BOM export~~ -- CSV and ODS formats
+
+### Critical Gaps (Required for Team Use)
+
+1. **Workflow engine** -- state machines with transitions and approvals
+2. **Check-out locking** -- pessimistic locking for CAD files
+
+### High Priority Gaps (Significant Value)
+
+1. **Email notifications** -- alert users on state changes
+2. **Web UI search** -- advanced search interface with saved searches
+3. **Folder/state permissions** -- granular access control beyond role model
+
+### Medium Priority Gaps (Nice to Have)
+
+1. **Saved searches** -- frequently used queries
+2. **File preview/thumbnails** -- visual browsing
+3. **Reporting** -- activity and inventory reports
+4. **Scheduled tasks** -- background automation
+5. **BOM comparison** -- revision diff for assemblies
+
+---
+
+## Priority Notes
+
+- **Headless Create** is the single highest-leverage Tier 1 item. It unblocks diffing, thumbnails, batch export, drawing distribution, and inspection plan generation.
+- **Audit Trail** is unglamorous but critical to build early. Retrofitting compliance logging after modules ship is expensive and error-prone.
+- **Tier 2** delivers visible, demo-able value quickly -- diffing, thumbnails, and the macro store are features users immediately understand.
+- **Tiers 5-6** carry heavy domain complexity. They need detailed specification and industry consultation well before implementation begins.
+- The **.kc format** and **module manifest** are the two foundational contracts. Getting these right determines how cleanly everything above them composes.
+
+---
+
+## Open Questions
+
+1. **Module manifest format** -- JSON, TOML, or Python-based? Tradeoffs between simplicity and expressiveness.
+2. **.kc thumbnail policy** -- Single canonical thumbnail vs. multi-view renders. Impacts file size and generation cost.
+3. **Job queue technology** -- Redis Streams vs. NATS. Redis is already in the stack; NATS offers better pub/sub semantics for event-driven modules.
+4. **Headless Create deployment** -- Sidecar container per Silo instance, or pool of workers behind the job queue?
+5. **BIM-MES workbench scope** -- How much of FreeCAD BIM is reusable vs. needs to be purpose-built for inventory/facility modeling?
+6. **Offline .kc workflow** -- How much of the `silo/` metadata is authoritative when disconnected? Reconciliation strategy on reconnect.
+
+---
+
+## Appendix A: Current Project Inventory
 
 ### Implemented Features (MVP Complete)
 
@@ -65,7 +313,7 @@ This document compares Silo's current capabilities against SOLIDWORKS PDM—the
 - Rollback functionality
 
 #### File Management
-- MinIO integration with versioning
+- Filesystem-based file storage
 - File upload/download via REST API
 - SHA256 checksums for integrity
 - Storage path: `items/{partNumber}/rev{N}.FCStd`
@@ -99,7 +347,7 @@ This document compares Silo's current capabilities against SOLIDWORKS PDM—the
 - Session management (PostgreSQL-backed, 24h lifetime)
 - CSRF protection (nosurf on web forms)
 - Middleware: logging, CORS, recovery, request ID
-- Web UI — React SPA (Vite + TypeScript, Catppuccin Mocha theme)
+- Web UI -- React SPA (Vite + TypeScript, Catppuccin Mocha theme)
 - Fuzzy search
 - Health and readiness probes
 
@@ -123,304 +371,19 @@ This document compares Silo's current capabilities against SOLIDWORKS PDM—the
 | Part number validation | Not started | API accepts but doesn't validate format |
 | Location hierarchy CRUD | Schema only | Tables exist, no API endpoints |
 | Inventory tracking | Schema only | Tables exist, no API endpoints |
-| Unit tests | Partial | 9 Go test files across api, db, ods, partnum, schema packages |
-
-### Infrastructure Status
-
-| Component | Status |
-|-----------|--------|
-| PostgreSQL | Running (psql.example.internal) |
-| MinIO | Configured in Docker Compose |
-| Silo API Server | Builds successfully |
-| Docker Compose | Complete (dev and production) |
-| systemd service | Unit file and env template ready |
-| Deployment scripts | setup-host, deploy, init-db, setup-ipa-nginx |
+| Unit tests | Partial | 11 Go test files across api, db, ods, partnum, schema packages |
 
 ---
 
-## SOLIDWORKS PDM Gap Analysis
+## Appendix B: Phase 1 Detailed Tasks
 
-This section compares Silo's capabilities against SOLIDWORKS PDM features. Gaps are categorized by priority and implementation complexity.
-
-### Legend
-- **Silo Status:** Full / Partial / None
-- **Priority:** Critical / High / Medium / Low
-- **Complexity:** Simple / Moderate / Complex
-
----
-
-### 1. Version Control & Revision Management
-
-| Feature | SOLIDWORKS PDM | Silo Status | Priority | Complexity |
-|---------|---------------|-------------|----------|------------|
-| Check-in/check-out | Full pessimistic locking | None | High | Moderate |
-| Version history | Complete with branching | Full (linear) | - | - |
-| Revision labels | A, B, C or custom schemes | Full (custom labels) | - | - |
-| Rollback/restore | Full | Full | - | - |
-| Compare revisions | Visual + metadata diff | Metadata diff only | Medium | Complex |
-| Get Latest Revision | One-click retrieval | Partial (API only) | Medium | Simple |
-
-**Gap Analysis:**
-Silo lacks pessimistic locking (check-out), which is critical for multi-user CAD environments where file merging is impractical. Visual diff comparison would require FreeCAD integration for CAD file visualization.
-
----
-
-### 2. Workflow Management
-
-| Feature | SOLIDWORKS PDM | Silo Status | Priority | Complexity |
-|---------|---------------|-------------|----------|------------|
-| Custom workflows | Full visual designer | None | Critical | Complex |
-| State transitions | Configurable with permissions | Basic (status field only) | Critical | Complex |
-| Parallel approvals | Multiple approvers required | None | High | Complex |
-| Automatic transitions | Timer/condition-based | None | Medium | Moderate |
-| Email notifications | On state change | None | High | Moderate |
-| ECO process | Built-in change management | None | High | Complex |
-| Child state conditions | Block parent if children invalid | None | Medium | Moderate |
-
-**Gap Analysis:**
-Workflow management is the largest functional gap. SOLIDWORKS PDM offers sophisticated state machines with parallel approvals, automatic transitions, and deep integration with engineering change processes. Silo currently has only a simple status field (draft/review/released/obsolete) with no transition rules or approval processes.
-
----
-
-### 3. User Management & Security
-
-| Feature | SOLIDWORKS PDM | Silo Status | Priority | Complexity |
-|---------|---------------|-------------|----------|------------|
-| User authentication | Windows AD, LDAP | Full (local, LDAP, OIDC) | - | - |
-| Role-based permissions | Granular per folder/state | Partial (3-tier role model) | Medium | Moderate |
-| Group management | Full | None | Medium | Moderate |
-| Folder permissions | Read/write/delete per folder | None | Medium | Moderate |
-| State permissions | Actions allowed per state | None | High | Moderate |
-| Audit trail | Complete action logging | Full | - | - |
-| Private files | Pre-check-in visibility control | None | Low | Simple |
-
-**Gap Analysis:**
-Authentication is implemented with three backends (local, LDAP/FreeIPA, OIDC/Keycloak) and a 3-tier role model (admin > editor > viewer). Audit logging captures user actions. Remaining gaps: group management, folder-level permissions, and state-based permission rules.
-
----
-
-### 4. Search & Discovery
-
-| Feature | SOLIDWORKS PDM | Silo Status | Priority | Complexity |
-|---------|---------------|-------------|----------|------------|
-| Metadata search | Full with custom cards | Partial (API query params + fuzzy) | High | Moderate |
-| Full-text content search | iFilters for Office, CAD | None | Medium | Complex |
-| Quick search | Toolbar with history | Partial (fuzzy search API) | Medium | Simple |
-| Saved searches | User-defined favorites | None | Medium | Simple |
-| Advanced operators | AND, OR, NOT, wildcards | None | Medium | Simple |
-| Multi-variable search | Search across multiple fields | None | Medium | Simple |
-| Where-used search | Find all assemblies using part | Full | - | - |
-
-**Gap Analysis:**
-Silo has API-level filtering, fuzzy search, and where-used queries. Remaining gaps: saved searches, advanced search operators, and a richer search UI. Content search (searching within CAD files) is not planned for the server.
-
----
-
-### 5. BOM Management
-
-| Feature | SOLIDWORKS PDM | Silo Status | Priority | Complexity |
-|---------|---------------|-------------|----------|------------|
-| Single-level BOM | Yes | Full | - | - |
-| Multi-level BOM | Indented/exploded views | Full (recursive, configurable depth) | - | - |
-| BOM comparison | Between revisions | None | Medium | Moderate |
-| BOM export | Excel, XML, ERP formats | Full (CSV, ODS) | - | - |
-| BOM import | Bulk BOM loading | Full (CSV with upsert) | - | - |
-| Calculated BOMs | Quantities rolled up | None | Medium | Moderate |
-| Reference designators | Full support | Full | - | - |
-| Alternate parts | Substitute tracking | Full | - | - |
-
-**Gap Analysis:**
-Multi-level BOM retrieval (recursive CTE with configurable depth) and BOM export (CSV, ODS) are implemented. BOM import supports CSV with upsert and cycle detection. Remaining gap: BOM comparison between revisions.
-
----
-
-### 6. CAD Integration
-
-| Feature | SOLIDWORKS PDM | Silo Status | Priority | Complexity |
-|---------|---------------|-------------|----------|------------|
-| Native CAD add-in | Deep SOLIDWORKS integration | FreeCAD workbench (silo-mod) | Medium | Complex |
-| Property mapping | Bi-directional sync | Planned (silo-mod) | Medium | Moderate |
-| Task pane | Embedded in CAD UI | Auth dock panel (silo-mod) | Medium | Complex |
-| Lightweight components | Handle without full load | N/A | - | - |
-| Drawing/model linking | Automatic association | Manual | Medium | Moderate |
-| Multi-CAD support | Third-party formats | FreeCAD only | Low | - |
-
-**Gap Analysis:**
-CAD integration is maintained in separate repositories ([silo-mod](https://git.kindred-systems.com/kindred/silo-mod), [silo-calc](https://git.kindred-systems.com/kindred/silo-calc)). The Silo server provides the REST API endpoints consumed by those clients.
-
----
-
-### 7. External Integrations
-
-| Feature | SOLIDWORKS PDM | Silo Status | Priority | Complexity |
-|---------|---------------|-------------|----------|------------|
-| ERP integration | SAP, Dynamics, etc. | Partial (Odoo stubs) | Medium | Complex |
-| API access | Full COM/REST API | Full REST API (78 endpoints) | - | - |
-| Dispatch scripts | Automation without coding | None | Medium | Moderate |
-| Task scheduler | Background processing | None | Medium | Moderate |
-| Email system | SMTP integration | None | High | Simple |
-| Web portal | Browser access | Full (React SPA + auth) | - | - |
-
-**Gap Analysis:**
-Silo has a comprehensive REST API (78 endpoints) and a full web UI with authentication. Odoo ERP integration has config/sync-log scaffolding but push/pull operations are stubs. Remaining gaps: email notifications, task scheduler, dispatch automation.
-
----
-
-### 8. Reporting & Analytics
-
-| Feature | SOLIDWORKS PDM | Silo Status | Priority | Complexity |
-|---------|---------------|-------------|----------|------------|
-| Standard reports | Inventory, usage, activity | None | Medium | Moderate |
-| Custom reports | User-defined queries | None | Medium | Moderate |
-| Dashboard | Visual KPIs | None | Low | Moderate |
-| Export formats | PDF, Excel, CSV | CSV and ODS | Medium | Simple |
-
-**Gap Analysis:**
-Reporting capabilities are absent. Basic reports (item counts, revision activity, where-used) would provide immediate value.
-
----
-
-### 9. File Handling
-
-| Feature | SOLIDWORKS PDM | Silo Status | Priority | Complexity |
-|---------|---------------|-------------|----------|------------|
-| File versioning | Automatic | Full (MinIO) | - | - |
-| File preview | Thumbnails, 3D preview | None | Medium | Complex |
-| File conversion | PDF, DXF generation | None | Medium | Complex |
-| Replication | Multi-site sync | None | Low | Complex |
-| File copy with refs | Copy tree with references | None | Medium | Moderate |
-
-**Gap Analysis:**
-File storage works well. Thumbnail generation and file preview would significantly improve the web UI experience. Automatic conversion to PDF/DXF is valuable for sharing with non-CAD users.
-
----
-
-### Gap Summary by Priority
-
-#### Completed (Previously Critical/High)
-1. ~~**User authentication**~~ - Implemented: local, LDAP, OIDC
-2. ~~**Role-based permissions**~~ - Implemented: 3-tier role model (admin/editor/viewer)
-3. ~~**Audit trail**~~ - Implemented: audit_log table with completeness scoring
-4. ~~**Where-used search**~~ - Implemented: reverse parent lookup API
-5. ~~**Multi-level BOM API**~~ - Implemented: recursive expansion with configurable depth
-6. ~~**BOM export**~~ - Implemented: CSV and ODS formats
-
-#### Critical Gaps (Required for Team Use)
-1. **Workflow engine** - State machines with transitions and approvals
-2. **Check-out locking** - Pessimistic locking for CAD files
-
-#### High Priority Gaps (Significant Value)
-1. **Email notifications** - Alert users on state changes
-2. **Web UI search** - Advanced search interface with saved searches
-3. **Folder/state permissions** - Granular access control beyond role model
-
-#### Medium Priority Gaps (Nice to Have)
-1. **Saved searches** - Frequently used queries
-2. **File preview/thumbnails** - Visual browsing
-3. **Reporting** - Activity and inventory reports
-4. **Scheduled tasks** - Background automation
-5. **BOM comparison** - Revision diff for assemblies
-
----
-
-## Feature Roadmap
-
-### Phase 1: Foundation (Current - Q2 2026)
-*Complete MVP and stabilize core functionality*
-
-| Feature | Description | Status |
-|---------|-------------|--------|
-| MinIO integration | File upload/download with versioning and checksums | Complete |
-| Revision control | Rollback, comparison, status/labels | Complete |
-| CSV import/export | Dry-run validation, template generation | Complete |
-| ODS import/export | Items, BOMs, project sheets, templates | Complete |
-| Project management | CRUD, many-to-many item tagging | Complete |
-| Multi-level BOM | Recursive expansion, where-used, export | Complete |
-| Authentication | Local, LDAP, OIDC with role-based access | Complete |
-| Audit logging | Action logging, completeness scoring | Complete |
-| Unit tests | Core API and database operations | Not Started |
-| Date segment type | Support date-based part number segments | Not Started |
-| Part number validation | Validate format on creation | Not Started |
-| Location CRUD API | Expose location hierarchy via REST | Not Started |
-| Inventory API | Expose inventory operations via REST | Not Started |
-
-### Phase 2: Multi-User (Q2-Q3 2026)
-*Enable team collaboration*
-
-| Feature | Description | Status |
-|---------|-------------|--------|
-| LDAP authentication | Integrate with FreeIPA/Active Directory | **Complete** |
-| OIDC authentication | Keycloak / OpenID Connect | **Complete** |
-| Audit logging | Record all user actions with timestamps | **Complete** |
-| Session management | Token-based and session-based API authentication | **Complete** |
-| User/group management | Create, assign, manage users and groups | Not Started |
-| Folder permissions | Read/write/delete per folder hierarchy | Not Started |
-| Check-out locking | Pessimistic locks with timeout | Not Started |
-
-### Phase 3: Workflow Engine (Q3-Q4 2026)
-*Implement engineering change processes*
-
-| Feature | Description | Complexity |
-|---------|-------------|------------|
-| Workflow designer | YAML-defined state machines | Complex |
-| State transitions | Configurable transition rules | Complex |
-| Transition permissions | Who can execute which transitions | Moderate |
-| Single approvals | Basic approval workflow | Moderate |
-| Parallel approvals | Multi-approver gates | Complex |
-| Automatic transitions | Timer and condition-based | Complex |
-| Email notifications | SMTP integration for alerts | Simple |
-| Child state conditions | Block parent transitions | Moderate |
-
-### Phase 4: Search & Discovery (Q4 2026 - Q1 2027)
-*Improve findability and navigation*
-
-| Feature | Description | Status |
-|---------|-------------|--------|
-| Where-used queries | Find parent assemblies | **Complete** |
-| Fuzzy search | Quick search across items | **Complete** |
-| Advanced search UI | Web interface with filters | Not Started |
-| Search operators | AND, OR, NOT, wildcards | Not Started |
-| Saved searches | User favorites | Not Started |
-| Content search | Search within file content | Not Started |
-
-### Phase 5: BOM & Reporting (Q1-Q2 2027)
-*Enhanced BOM management and analytics*
-
-| Feature | Description | Status |
-|---------|-------------|--------|
-| Multi-level BOM API | Recursive assembly retrieval | **Complete** |
-| BOM export | CSV and ODS formats | **Complete** |
-| BOM import | CSV with upsert and cycle detection | **Complete** |
-| BOM comparison | Diff between revisions | Not Started |
-| Standard reports | Activity, inventory, usage | Not Started |
-| Custom queries | User-defined report builder | Not Started |
-| Dashboard | Visual KPIs and metrics | Not Started |
-
-### Phase 6: Advanced Features (Q2-Q4 2027)
-*Enterprise capabilities*
-
-| Feature | Description | Complexity |
-|---------|-------------|------------|
-| File preview | Thumbnail generation | Complex |
-| File conversion | Auto-generate PDF/DXF | Complex |
-| ERP integration | Adapter framework | Complex |
-| Task scheduler | Background job processing | Moderate |
-| Webhooks | Event notifications to external systems | Moderate |
-| API rate limiting | Protect against abuse | Simple |
-
----
-
-## Implementation Phases
-
-### Phase 1 Detailed Tasks
-
-#### 1.1 MinIO Integration -- COMPLETE
-- [x] MinIO service configured in Docker Compose
+### 1.1 File Storage -- COMPLETE
+- [x] Filesystem storage backend
 - [x] File upload via REST API
 - [x] File download via REST API (latest and by revision)
 - [x] SHA256 checksums on upload
 
-#### 1.2 Authentication & Authorization -- COMPLETE
+### 1.2 Authentication & Authorization -- COMPLETE
 - [x] Local authentication (bcrypt)
 - [x] LDAP/FreeIPA authentication
 - [x] OIDC/Keycloak authentication
@@ -430,14 +393,14 @@ File storage works well. Thumbnail generation and file preview would significant
 - [x] CSRF protection (nosurf)
 - [x] Audit logging (database table)
 
-#### 1.3 Multi-level BOM & Export -- COMPLETE
+### 1.3 Multi-level BOM & Export -- COMPLETE
 - [x] Recursive BOM expansion with configurable depth
 - [x] Where-used reverse lookup
 - [x] BOM CSV export/import with cycle detection
 - [x] BOM ODS export
 - [x] ODS item export/import/template
 
-#### 1.4 Unit Test Suite
+### 1.4 Unit Test Suite
 - [ ] Database connection and transaction tests
 - [ ] Item CRUD operation tests
 - [ ] Revision creation and retrieval tests
@@ -446,11 +409,11 @@ File storage works well. Thumbnail generation and file preview would significant
 - [ ] CSV import/export tests
 - [ ] API endpoint tests
 
-#### 1.5 Missing Segment Types
+### 1.5 Missing Segment Types
 - [ ] Implement date segment type
 - [ ] Add strftime-style format support
 
-#### 1.6 Location & Inventory APIs
+### 1.6 Location & Inventory APIs
 - [ ] `GET /api/locations` - List locations
 - [ ] `POST /api/locations` - Create location
 - [ ] `GET /api/locations/{path}` - Get location
@@ -461,31 +424,7 @@ File storage works well. Thumbnail generation and file preview would significant
 
 ---
 
-## Success Metrics
-
-### Phase 1 (Foundation)
-- All existing tests pass
-- File upload/download works end-to-end
-- FreeCAD users can checkout, modify, commit parts
-
-### Phase 2 (Multi-User)
-- 5+ concurrent users supported
-- No data corruption under concurrent access
-- Audit log captures all modifications
-
-### Phase 3 (Workflow)
-- Engineering change process completable in Silo
-- Email notifications delivered reliably
-- Workflow state visible in web UI
-
-### Phase 4+ (Advanced)
-- Search returns results in <2 seconds
-- Where-used queries complete in <5 seconds
-- BOM export matches assembly structure
-
----
-
-## References
+## Appendix C: References
 
 ### SOLIDWORKS PDM Documentation
 - [SOLIDWORKS PDM Product Page](https://www.solidworks.com/product/solidworks-pdm)
@@ -497,40 +436,7 @@ File storage works well. Thumbnail generation and file preview would significant
 - [SOLIDWORKS PDM API Getting Started](https://3dswym.3dexperience.3ds.com/wiki/solidworks-news-info/getting-started-with-the-solidworks-pdm-api-solidpractices_gBCYaM75RgORBcpSO1m_Mw)
 
 ### Silo Documentation
-- [Specification](docs/SPECIFICATION.md)
-- [Development Status](docs/STATUS.md)
-- [Deployment Guide](docs/DEPLOYMENT.md)
-- [Gap Analysis](docs/GAP_ANALYSIS.md)
-
----
-
-## Appendix: Feature Comparison Matrix
-
-| Category | Feature | SW PDM Standard | SW PDM Pro | Silo Current | Silo Planned |
-|----------|---------|-----------------|------------|--------------|--------------|
-| **Version Control** | Check-in/out | Yes | Yes | No | Phase 2 |
-| | Version history | Yes | Yes | Yes | - |
-| | Rollback | Yes | Yes | Yes | - |
-| | Revision labels/status | Yes | Yes | Yes | - |
-| | Revision comparison | Yes | Yes | Yes (metadata) | - |
-| **Workflow** | Custom workflows | Limited | Yes | No | Phase 3 |
-| | Parallel approval | No | Yes | No | Phase 3 |
-| | Notifications | No | Yes | No | Phase 3 |
-| **Security** | User auth | Windows | Windows/LDAP | Yes (local, LDAP, OIDC) | - |
-| | Permissions | Basic | Granular | Partial (role-based) | Phase 2 |
-| | Audit trail | Basic | Full | Yes | - |
-| **Search** | Metadata search | Yes | Yes | Partial (API + fuzzy) | Phase 4 |
-| | Content search | No | Yes | No | Phase 4 |
-| | Where-used | Yes | Yes | Yes | - |
-| **BOM** | Single-level | Yes | Yes | Yes | - |
-| | Multi-level | Yes | Yes | Yes (recursive) | - |
-| | BOM export | Yes | Yes | Yes (CSV, ODS) | - |
-| **Data** | CSV import/export | Yes | Yes | Yes | - |
-| | ODS import/export | No | No | Yes | - |
-| | Project management | Yes | Yes | Yes | - |
-| **Integration** | API | Limited | Full | Full REST (75) | - |
-| | ERP connectors | No | Yes | Partial (Odoo stubs) | Phase 6 |
-| | Web access | No | Yes | Yes (React SPA + auth) | - |
-| **Files** | Versioning | Yes | Yes | Yes | - |
-| | Preview | Yes | Yes | No | Phase 6 |
-| | Multi-site | No | Yes | No | Not Planned |
+- [Specification](SPECIFICATION.md)
+- [Development Status](STATUS.md)
+- [Deployment Guide](DEPLOYMENT.md)
+- [Gap Analysis](GAP_ANALYSIS.md)

docs/src/silo-server/SOLVER.md

@@ -0,0 +1,899 @@
+# Solver Service Specification
+
+**Status:** Draft
+**Last Updated:** 2026-02-19
+**Depends on:** KCSolve Phase 1 (PR #297), Phase 2 (PR #298)
+
+---
+
+## 1. Overview
+
+The solver service extends Silo's job queue system with assembly constraint solving capabilities. It enables server-side solving of assemblies stored in Silo, with results streamed back to clients in real time via SSE.
+
+This specification describes how the existing KCSolve client-side API (C++ library + pybind11 `kcsolve` module) integrates with Silo's worker infrastructure to provide headless, asynchronous constraint solving.
+
+### 1.1 Goals
+
+1. **Offload solving** -- Move heavy solve operations off the user's machine to server workers.
+2. **Batch validation** -- Automatically validate assemblies on commit (e.g. check for over-constrained systems).
+3. **Solver selection** -- Allow the server to run different solvers than the client (e.g. a more thorough solver for validation, a fast one for interactive editing).
+4. **Standalone execution** -- Solver workers can run without a full FreeCAD installation, using just the `kcsolve` Python module and the `.kc` file.
+
+### 1.2 Non-Goals
+
+- **Interactive drag** -- Real-time drag solving stays client-side (latency-sensitive).
+- **Geometry processing** -- Workers don't compute geometry; they receive pre-extracted constraint graphs.
+- **Solver development** -- Writing new solver backends is out of scope; this spec covers the transport and execution layer.
+
+---
+
+## 2. Architecture
+
+```
+                          ┌─────────────────────┐
+                          │   Kindred Create     │
+                          │   (FreeCAD client)   │
+                          └───────┬──────────────┘
+                                  │ 1. POST /api/solver/jobs
+                                  │    (SolveContext JSON)
+                                  │
+                                  │ 4. GET /api/events (SSE)
+                                  │    solver.progress, solver.completed
+                                  ▼
+                          ┌─────────────────────┐
+                          │   Silo Server        │
+                          │   (silod)            │
+                          │                     │
+                          │   solver module      │
+                          │   REST + SSE + queue  │
+                          └───────┬──────────────┘
+                                  │ 2. POST /api/runner/claim
+                                  │ 3. POST /api/runner/jobs/{id}/complete
+                                  ▼
+                          ┌─────────────────────┐
+                          │   Solver Runner      │
+                          │   (silorunner)       │
+                          │                     │
+                          │   kcsolve module     │
+                          │   OndselAdapter      │
+                          │   Python solvers     │
+                          └─────────────────────┘
+```
+
+### 2.1 Components
+
+| Component | Role | Deployment |
+|-----------|------|------------|
+| **Silo server** | Job queue management, REST API, SSE broadcast, result storage | Existing `silod` binary |
+| **Solver runner** | Claims solver jobs, executes `kcsolve`, reports results | New runner tag `solver` on existing `silorunner` |
+| **kcsolve module** | Python/C++ solver library (Phase 1+2) | Installed on runner nodes |
+| **Create client** | Submits jobs, receives results via SSE | Existing FreeCAD client |
+
+### 2.2 Module Registration
+
+The solver service is a Silo module with ID `solver`, gated behind the existing module system:
+
+```yaml
+# config.yaml
+modules:
+  solver:
+    enabled: true
+```
+
+It depends on the `jobs` module being enabled. All solver endpoints return `404` with `{"error": "module not enabled"}` when disabled.
+
+---
+
+## 3. Data Model
+
+### 3.1 SolveContext JSON Schema
+
+The `SolveContext` is the input to a solve operation. Currently it exists only as a C++ struct and pybind11 binding with no serialization. Phase 3 adds JSON serialization to enable server transport.
+
+```json
+{
+  "api_version": 1,
+  "parts": [
+    {
+      "id": "Part001",
+      "placement": {
+        "position": [0.0, 0.0, 0.0],
+        "quaternion": [1.0, 0.0, 0.0, 0.0]
+      },
+      "mass": 1.0,
+      "grounded": true
+    },
+    {
+      "id": "Part002",
+      "placement": {
+        "position": [100.0, 0.0, 0.0],
+        "quaternion": [1.0, 0.0, 0.0, 0.0]
+      },
+      "mass": 1.0,
+      "grounded": false
+    }
+  ],
+  "constraints": [
+    {
+      "id": "Joint001",
+      "part_i": "Part001",
+      "marker_i": {
+        "position": [50.0, 0.0, 0.0],
+        "quaternion": [1.0, 0.0, 0.0, 0.0]
+      },
+      "part_j": "Part002",
+      "marker_j": {
+        "position": [0.0, 0.0, 0.0],
+        "quaternion": [1.0, 0.0, 0.0, 0.0]
+      },
+      "type": "Revolute",
+      "params": [],
+      "limits": [],
+      "activated": true
+    }
+  ],
+  "motions": [],
+  "simulation": null,
+  "bundle_fixed": false
+}
+```
+
+**Field reference:** See [KCSolve Python API](../reference/kcsolve-python.md) for full field documentation. The JSON schema maps 1:1 to the Python/C++ types.
+
+**Enum serialization:** Enums serialize as strings matching their Python names (e.g. `"Revolute"`, `"Success"`, `"Redundant"`).
+
+**Transform shorthand:** The `placement` and `marker_*` fields use the `Transform` struct: `position` is `[x, y, z]`, `quaternion` is `[w, x, y, z]`.
+
+**Constraint.Limit:**
+```json
+{
+  "kind": "RotationMin",
+  "value": -1.5708,
+  "tolerance": 1e-9
+}
+```
+
+**MotionDef:**
+```json
+{
+  "kind": "Rotational",
+  "joint_id": "Joint001",
+  "marker_i": "",
+  "marker_j": "",
+  "rotation_expr": "2*pi*t",
+  "translation_expr": ""
+}
+```
+
+**SimulationParams:**
+```json
+{
+  "t_start": 0.0,
+  "t_end": 2.0,
+  "h_out": 0.04,
+  "h_min": 1e-9,
+  "h_max": 1.0,
+  "error_tol": 1e-6
+}
+```
+
+### 3.2 SolveResult JSON Schema
+
+```json
+{
+  "status": "Success",
+  "placements": [
+    {
+      "id": "Part002",
+      "placement": {
+        "position": [50.0, 0.0, 0.0],
+        "quaternion": [0.707, 0.0, 0.707, 0.0]
+      }
+    }
+  ],
+  "dof": 1,
+  "diagnostics": [
+    {
+      "constraint_id": "Joint003",
+      "kind": "Redundant",
+      "detail": "6 DOF removed by Joint003 are already constrained"
+    }
+  ],
+  "num_frames": 0
+}
+```
+
+### 3.3 Solver Job Record
+
+Solver jobs are stored in the existing `jobs` table. The solver-specific data is in the `args` and `result` JSONB columns.
+
+**Job args (input):**
+```json
+{
+  "solver": "ondsel",
+  "operation": "solve",
+  "context": { /* SolveContext JSON */ },
+  "item_part_number": "ASM-001",
+  "revision_number": 3
+}
+```
+
+**Operation types:**
+| Operation | Description | Requires simulation? |
+|-----------|-------------|---------------------|
+| `solve` | Static equilibrium solve | No |
+| `diagnose` | Constraint analysis only (no placement update) | No |
+| `kinematic` | Time-domain kinematic simulation | Yes |
+
+**Job result (output):**
+```json
+{
+  "result": { /* SolveResult JSON */ },
+  "solver_name": "OndselSolver (Lagrangian)",
+  "solver_version": "1.0",
+  "solve_time_ms": 127.4
+}
+```
+
+---
+
+## 4. REST API
+
+All endpoints are prefixed with `/api/solver/` and gated behind `RequireModule("solver")`.
+
+### 4.1 Submit Solve Job
+
+```
+POST /api/solver/jobs
+Authorization: Bearer silo_...
+Content-Type: application/json
+
+{
+  "solver": "ondsel",
+  "operation": "solve",
+  "context": { /* SolveContext */ },
+  "priority": 50
+}
+```
+
+**Optional fields:**
+| Field | Type | Default | Description |
+|-------|------|---------|-------------|
+| `solver` | string | `""` (default solver) | Solver name from registry |
+| `operation` | string | `"solve"` | `solve`, `diagnose`, or `kinematic` |
+| `context` | object | required | SolveContext JSON |
+| `priority` | int | `50` | Lower = higher priority |
+| `item_part_number` | string | `null` | Silo item reference (for result association) |
+| `revision_number` | int | `null` | Revision that generated this context |
+| `callback_url` | string | `null` | Webhook URL for completion notification |
+
+**Response `201 Created`:**
+```json
+{
+  "job_id": "550e8400-e29b-41d4-a716-446655440000",
+  "status": "pending",
+  "created_at": "2026-02-19T18:30:00Z"
+}
+```
+
+**Error responses:**
+| Code | Condition |
+|------|-----------|
+| `400` | Invalid SolveContext (missing required fields, unknown enum values) |
+| `401` | Not authenticated |
+| `404` | Module not enabled |
+| `422` | Unknown solver name, invalid operation |
+
+### 4.2 Get Job Status
+
+```
+GET /api/solver/jobs/{jobID}
+```
+
+**Response `200 OK`:**
+```json
+{
+  "job_id": "550e8400-...",
+  "status": "completed",
+  "operation": "solve",
+  "solver": "ondsel",
+  "priority": 50,
+  "item_part_number": "ASM-001",
+  "revision_number": 3,
+  "runner_id": "runner-01",
+  "runner_name": "solver-worker-01",
+  "created_at": "2026-02-19T18:30:00Z",
+  "claimed_at": "2026-02-19T18:30:01Z",
+  "completed_at": "2026-02-19T18:30:02Z",
+  "result": {
+    "result": { /* SolveResult */ },
+    "solver_name": "OndselSolver (Lagrangian)",
+    "solve_time_ms": 127.4
+  }
+}
+```
+
+### 4.3 List Solver Jobs
+
+```
+GET /api/solver/jobs?status=completed&item=ASM-001&limit=20&offset=0
+```
+
+**Query parameters:**
+| Param | Type | Description |
+|-------|------|-------------|
+| `status` | string | Filter by status: `pending`, `claimed`, `running`, `completed`, `failed` |
+| `item` | string | Filter by item part number |
+| `operation` | string | Filter by operation type |
+| `solver` | string | Filter by solver name |
+| `limit` | int | Page size (default 20, max 100) |
+| `offset` | int | Pagination offset |
+
+**Response `200 OK`:**
+```json
+{
+  "jobs": [ /* array of job objects */ ],
+  "total": 42,
+  "limit": 20,
+  "offset": 0
+}
+```
+
+### 4.4 Cancel Job
+
+```
+POST /api/solver/jobs/{jobID}/cancel
+```
+
+Only `pending` and `claimed` jobs can be cancelled. Running jobs must complete or time out.
+
+**Response `200 OK`:**
+```json
+{
+  "job_id": "550e8400-...",
+  "status": "cancelled"
+}
+```
+
+### 4.5 Get Solver Registry
+
+```
+GET /api/solver/solvers
+```
+
+Returns available solvers on registered runners. Runners report their solver capabilities during heartbeat.
+
+**Response `200 OK`:**
+```json
+{
+  "solvers": [
+    {
+      "name": "ondsel",
+      "display_name": "OndselSolver (Lagrangian)",
+      "deterministic": true,
+      "supported_joints": [
+        "Coincident", "Fixed", "Revolute", "Cylindrical",
+        "Slider", "Ball", "Screw", "Gear", "RackPinion",
+        "Parallel", "Perpendicular", "Angle", "Planar",
+        "Concentric", "PointOnLine", "PointInPlane",
+        "LineInPlane", "Tangent", "DistancePointPoint",
+        "DistanceCylSph", "Universal"
+      ],
+      "runner_count": 2
+    }
+  ],
+  "default_solver": "ondsel"
+}
+```
+
+---
+
+## 5. Server-Sent Events
+
+Solver jobs emit events on the existing `/api/events` SSE stream.
+
+### 5.1 Event Types
+
+| Event | Payload | When |
+|-------|---------|------|
+| `solver.created` | `{job_id, operation, solver, item_part_number}` | Job submitted |
+| `solver.claimed` | `{job_id, runner_id, runner_name}` | Runner starts work |
+| `solver.progress` | `{job_id, progress, message}` | Progress update (0-100) |
+| `solver.completed` | `{job_id, status, dof, diagnostics_count, solve_time_ms}` | Job succeeded |
+| `solver.failed` | `{job_id, error_message}` | Job failed |
+
+### 5.2 Example Stream
+
+```
+event: solver.created
+data: {"job_id":"abc-123","operation":"solve","solver":"ondsel","item_part_number":"ASM-001"}
+
+event: solver.claimed
+data: {"job_id":"abc-123","runner_id":"r1","runner_name":"solver-worker-01"}
+
+event: solver.progress
+data: {"job_id":"abc-123","progress":50,"message":"Building constraint system..."}
+
+event: solver.completed
+data: {"job_id":"abc-123","status":"Success","dof":3,"diagnostics_count":1,"solve_time_ms":127.4}
+```
+
+### 5.3 Client Integration
+
+The Create client subscribes to the SSE stream and updates the Assembly workbench UI:
+
+1. **Silo viewport widget** shows job status indicator (pending/running/done/failed)
+2. On `solver.completed`, the client can fetch the full result via `GET /api/solver/jobs/{id}` and apply placements
+3. On `solver.failed`, the client shows the error in the report panel
+4. Diagnostic results (redundant/conflicting constraints) surface in the constraint tree
+
+---
+
+## 6. Runner Integration
+
+### 6.1 Runner Requirements
+
+Solver runners are standard `silorunner` instances with the `solver` tag. They require:
+
+- Python 3.11+ with `kcsolve` module installed
+- `libKCSolve.so` and solver backend libraries (e.g. `libOndselSolver.so`)
+- Network access to the Silo server
+
+No FreeCAD installation is required. The runner operates on pre-extracted `SolveContext` JSON.
+
+### 6.2 Runner Registration
+
+```bash
+# Register a solver runner (admin)
+curl -X POST https://silo.example.com/api/runners \
+  -H "Authorization: Bearer admin_token" \
+  -d '{"name":"solver-01","tags":["solver"]}'
+
+# Response includes one-time token
+{"id":"uuid","token":"silo_runner_xyz..."}
+```
+
+### 6.3 Runner Heartbeat
+
+Runners report solver capabilities during heartbeat:
+
+```json
+POST /api/runner/heartbeat
+{
+  "capabilities": {
+    "solvers": ["ondsel"],
+    "api_version": 1,
+    "python_version": "3.11.11"
+  }
+}
+```
+
+### 6.4 Runner Execution Flow
+
+```python
+#!/usr/bin/env python3
+"""Solver runner entry point."""
+
+import json
+import kcsolve
+
+
+def execute_solve_job(args: dict) -> dict:
+    """Execute a solver job from parsed args."""
+    solver_name = args.get("solver", "")
+    operation = args.get("operation", "solve")
+    ctx_dict = args["context"]
+
+    # Deserialize SolveContext from JSON
+    ctx = kcsolve.SolveContext.from_dict(ctx_dict)
+
+    # Load solver
+    solver = kcsolve.load(solver_name)
+    if solver is None:
+        raise ValueError(f"Unknown solver: {solver_name!r}")
+
+    # Execute operation
+    if operation == "solve":
+        result = solver.solve(ctx)
+    elif operation == "diagnose":
+        diags = solver.diagnose(ctx)
+        result = kcsolve.SolveResult()
+        result.diagnostics = diags
+    elif operation == "kinematic":
+        result = solver.run_kinematic(ctx)
+    else:
+        raise ValueError(f"Unknown operation: {operation!r}")
+
+    # Serialize result
+    return {
+        "result": result.to_dict(),
+        "solver_name": solver.name(),
+        "solver_version": "1.0",
+    }
+```
+
+### 6.5 Standalone Process Mode
+
+For minimal deployments, the runner can invoke a standalone solver process:
+
+```bash
+echo '{"solver":"ondsel","operation":"solve","context":{...}}' | \
+  python3 -m kcsolve.runner
+```
+
+The `kcsolve.runner` module reads JSON from stdin, executes the solve, and writes the result JSON to stdout. Exit code 0 = success, non-zero = failure with error JSON on stderr.
+
+---
+
+## 7. Job Definitions
+
+### 7.1 Manual Solve Job
+
+Triggered by the client when the user requests a server-side solve:
+
+```yaml
+job:
+  name: assembly-solve
+  version: 1
+  description: "Solve assembly constraints on server"
+
+  trigger:
+    type: manual
+
+  scope:
+    type: assembly
+
+  compute:
+    type: solver
+    command: solver-run
+
+  runner:
+    tags: [solver]
+
+  timeout: 300
+  max_retries: 1
+  priority: 50
+```
+
+### 7.2 Commit-Time Validation
+
+Automatically validates assembly constraints when a new revision is committed:
+
+```yaml
+job:
+  name: assembly-validate
+  version: 1
+  description: "Validate assembly constraints on commit"
+
+  trigger:
+    type: revision_created
+    filter:
+      item_type: assembly
+
+  scope:
+    type: assembly
+
+  compute:
+    type: solver
+    command: solver-diagnose
+    args:
+      operation: diagnose
+
+  runner:
+    tags: [solver]
+
+  timeout: 120
+  max_retries: 2
+  priority: 75
+```
+
+### 7.3 Kinematic Simulation
+
+Server-side kinematic simulation for assemblies with motion definitions:
+
+```yaml
+job:
+  name: assembly-kinematic
+  version: 1
+  description: "Run kinematic simulation"
+
+  trigger:
+    type: manual
+
+  scope:
+    type: assembly
+
+  compute:
+    type: solver
+    command: solver-kinematic
+    args:
+      operation: kinematic
+
+  runner:
+    tags: [solver]
+
+  timeout: 1800
+  max_retries: 0
+  priority: 100
+```
+
+---
+
+## 8. SolveContext Extraction
+
+When a solver job is triggered by a revision commit (rather than a direct context submission), the server or runner must extract a `SolveContext` from the `.kc` file.
+
+### 8.1 Extraction via Headless Create
+
+For full-fidelity extraction that handles geometry classification:
+
+```bash
+create --console -e "
+import kcsolve_extract
+kcsolve_extract.extract_and_solve('input.kc', 'output.json', solver='ondsel')
+"
+```
+
+This requires a full Create installation on the runner and uses the Assembly module's existing adapter layer to build `SolveContext` from document objects.
+
+### 8.2 Extraction from .kc Silo Directory
+
+For lightweight extraction without FreeCAD, the constraint graph can be stored in the `.kc` archive's `silo/` directory during commit:
+
+```
+silo/solver/context.json    # Pre-extracted SolveContext
+silo/solver/result.json     # Last solve result (if any)
+```
+
+The client extracts the `SolveContext` locally before committing the `.kc` file. The server reads it from the archive, avoiding the need for geometry processing on the runner.
+
+**Commit-time packing** (client side):
+```python
+# In the Assembly workbench commit hook:
+ctx = assembly_object.build_solve_context()
+kc_archive.write("silo/solver/context.json", ctx.to_json())
+```
+
+**Runner-side extraction:**
+```python
+import zipfile, json
+
+with zipfile.ZipFile("assembly.kc") as zf:
+    ctx_json = json.loads(zf.read("silo/solver/context.json"))
+```
+
+---
+
+## 9. Database Schema
+
+### 9.1 Migration
+
+The solver module uses the existing `jobs` table. One new table is added for result caching:
+
+```sql
+-- Migration: 020_solver_results.sql
+
+CREATE TABLE solver_results (
+    id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+    item_id UUID NOT NULL REFERENCES items(id) ON DELETE CASCADE,
+    revision_number INTEGER NOT NULL,
+    job_id UUID REFERENCES jobs(id) ON DELETE SET NULL,
+    operation TEXT NOT NULL,         -- 'solve', 'diagnose', 'kinematic'
+    solver_name TEXT NOT NULL,
+    status TEXT NOT NULL,            -- SolveStatus string
+    dof INTEGER,
+    diagnostics JSONB DEFAULT '[]',
+    placements JSONB DEFAULT '[]',
+    num_frames INTEGER DEFAULT 0,
+    solve_time_ms DOUBLE PRECISION,
+    created_at TIMESTAMPTZ NOT NULL DEFAULT now(),
+    UNIQUE(item_id, revision_number, operation)
+);
+
+CREATE INDEX idx_solver_results_item ON solver_results(item_id);
+CREATE INDEX idx_solver_results_status ON solver_results(status);
+```
+
+The `UNIQUE(item_id, revision_number, operation)` constraint means each revision has at most one result per operation type. Re-running overwrites the previous result.
+
+### 9.2 Result Association
+
+When a solver job completes, the server:
+1. Stores the full result in the `jobs.result` JSONB column (standard job result)
+2. Upserts a row in `solver_results` for quick lookup by item/revision
+3. Broadcasts `solver.completed` SSE event
+
+---
+
+## 10. Configuration
+
+### 10.1 Server Config
+
+```yaml
+# config.yaml
+modules:
+  solver:
+    enabled: true
+    default_solver: "ondsel"
+    max_context_size_mb: 10       # Reject oversized SolveContext payloads
+    default_timeout: 300          # Default job timeout (seconds)
+    auto_diagnose_on_commit: true # Auto-submit diagnose job on revision commit
+```
+
+### 10.2 Environment Variables
+
+| Variable | Description |
+|----------|-------------|
+| `SILO_SOLVER_ENABLED` | Override module enabled state |
+| `SILO_SOLVER_DEFAULT` | Default solver name |
+
+### 10.3 Runner Config
+
+```yaml
+# runner.yaml
+server_url: https://silo.example.com
+token: silo_runner_xyz...
+tags: [solver]
+
+solver:
+  kcsolve_path: /opt/create/lib  # LD_LIBRARY_PATH for kcsolve.so
+  python: /opt/create/bin/python3
+  max_concurrent: 2              # Parallel job slots per runner
+```
+
+---
+
+## 11. Security
+
+### 11.1 Authentication
+
+All solver endpoints use the existing Silo authentication:
+- **User endpoints** (`/api/solver/jobs`): Session or API token, requires `viewer` role to read, `editor` role to submit
+- **Runner endpoints** (`/api/runner/...`): Runner token authentication (existing)
+
+### 11.2 Input Validation
+
+The server validates SolveContext JSON before queuing:
+- Maximum payload size (configurable, default 10 MB)
+- Required fields present (`parts`, `constraints`)
+- Enum values are valid strings
+- Transform arrays have correct length (position: 3, quaternion: 4)
+- No duplicate part or constraint IDs
+
+### 11.3 Runner Isolation
+
+Solver runners execute untrusted constraint data. Mitigations:
+- Runners should run in containers or sandboxed environments
+- Python solver registration (`kcsolve.register_solver()`) is disabled in runner mode
+- Solver execution has a configurable timeout (killed on expiry)
+- Result size is bounded (large kinematic simulations are truncated)
+
+---
+
+## 12. Client SDK
+
+### 12.1 Python Client
+
+The existing `silo-client` package is extended with solver methods:
+
+```python
+from silo_client import SiloClient
+
+client = SiloClient("https://silo.example.com", token="silo_...")
+
+# Submit a solve job
+import kcsolve
+ctx = kcsolve.SolveContext()
+# ... build context ...
+
+job = client.solver.submit(ctx.to_dict(), solver="ondsel")
+print(job.id, job.status)  # "pending"
+
+# Poll for completion
+result = client.solver.wait(job.id, timeout=60)
+print(result.status)  # "Success"
+
+# Or use SSE for real-time updates
+for event in client.solver.stream(job.id):
+    print(event.type, event.data)
+
+# Query results for an item
+results = client.solver.results("ASM-001")
+```
+
+### 12.2 Create Workbench Integration
+
+The Assembly workbench adds a "Solve on Server" command:
+
+```python
+# CommandSolveOnServer.py (sketch)
+def activated(self):
+    assembly = get_active_assembly()
+    ctx = assembly.build_solve_context()
+    
+    # Submit to Silo
+    from silo_client import get_client
+    client = get_client()
+    job = client.solver.submit(ctx.to_dict())
+    
+    # Subscribe to SSE for updates
+    self.watch_job(job.id)
+
+def on_solver_completed(self, job_id, result):
+    # Apply placements back to assembly
+    assembly = get_active_assembly()
+    for pr in result["placements"]:
+        assembly.set_part_placement(pr["id"], pr["placement"])
+    assembly.recompute()
+```
+
+---
+
+## 13. Implementation Plan
+
+### Phase 3a: JSON Serialization
+
+Add `to_dict()` / `from_dict()` methods to all KCSolve types in the pybind11 module.
+
+**Files to modify:**
+- `src/Mod/Assembly/Solver/bindings/kcsolve_py.cpp` -- add dict conversion methods
+
+**Verification:** `ctx.to_dict()` round-trips through `SolveContext.from_dict()`.
+
+### Phase 3b: Server Endpoints
+
+Add the solver module to the Silo server.
+
+**Files to create (in silo repository):**
+- `internal/modules/solver/solver.go` -- Module registration and config
+- `internal/modules/solver/handlers.go` -- REST endpoint handlers
+- `internal/modules/solver/events.go` -- SSE event definitions
+- `migrations/020_solver_results.sql` -- Database migration
+
+### Phase 3c: Runner Support
+
+Add solver job execution to `silorunner`.
+
+**Files to create:**
+- `src/Mod/Assembly/Solver/bindings/runner.py` -- `kcsolve.runner` entry point
+- Runner capability reporting during heartbeat
+
+### Phase 3d: .kc Context Packing
+
+Pack `SolveContext` into `.kc` archives on commit.
+
+**Files to modify:**
+- `mods/silo/freecad/silo_origin.py` -- Hook into commit to pack solver context
+
+### Phase 3e: Client Integration
+
+Add "Solve on Server" command to the Assembly workbench.
+
+**Files to modify:**
+- `mods/silo/freecad/` -- Solver client methods
+- `src/Mod/Assembly/` -- Server solve command
+
+---
+
+## 14. Open Questions
+
+1. **Context size limits** -- Large assemblies may produce multi-MB SolveContext JSON. Should we compress (gzip) or use a binary format (msgpack)?
+
+2. **Result persistence** -- How long should solver results be retained? Per-revision (overwritten on next commit) or historical (keep all)?
+
+3. **Kinematic frame storage** -- Kinematic simulations can produce thousands of frames. Store all frames in JSONB, or write to a separate file and reference it?
+
+4. **Multi-solver comparison** -- Should the API support running the same context through multiple solvers and comparing results? Useful for Phase 4 (second solver validation).
+
+5. **Webhook notifications** -- The `callback_url` field allows external integrations (e.g. CI). What authentication should the webhook use?
+
+---
+
+## 15. References
+
+- [KCSolve Architecture](../architecture/ondsel-solver.md)
+- [KCSolve Python API Reference](../reference/kcsolve-python.md)
+- [INTER_SOLVER.md](../../INTER_SOLVER.md) -- Full pluggable solver spec
+- [WORKERS.md](WORKERS.md) -- Worker/runner job system
+- [SPECIFICATION.md](SPECIFICATION.md) -- Silo server specification
+- [MODULES.md](MODULES.md) -- Module system

docs/src/silo-server/SPECIFICATION.md

@@ -37,7 +37,7 @@ Silo treats **part numbering schemas as configuration, not code**. Multiple numb
                               ▼
 ┌─────────────────────────────────────────────────────────────┐
 │                   Silo Server (silod)                        │
-│  - REST API (78 endpoints)                                  │
+│  - REST API (86 endpoints)                                  │
 │  - Authentication (local, LDAP, OIDC)                       │
 │  - Schema parsing and validation                            │
 │  - Part number generation engine                            │
@@ -49,9 +49,9 @@ Silo treats **part numbering schemas as configuration, not code**. Multiple numb
               ┌───────────────┴───────────────┐
               ▼                               ▼
 ┌─────────────────────────┐     ┌─────────────────────────────┐
-│   PostgreSQL            │     │   MinIO                     │
+│   PostgreSQL            │     │   Local Filesystem          │
 │   (psql.example.internal)│     │   - File storage            │
-│   - Item metadata       │     │   - Versioned objects       │
+│   - Item metadata       │     │   - Revision files          │
 │   - Relationships       │     │   - Thumbnails              │
 │   - Revision history    │     │                             │
 │   - Auth / Sessions     │     │                             │
@@ -64,7 +64,7 @@ Silo treats **part numbering schemas as configuration, not code**. Multiple numb
 | Component | Technology | Notes |
 |-----------|------------|-------|
 | Database | PostgreSQL 16 | Existing instance at psql.example.internal |
-| File Storage | MinIO | S3-compatible, versioning enabled |
+| File Storage | Local filesystem | Files stored under configurable root directory |
 | CLI & API Server | Go (1.24) | chi/v5 router, pgx/v5 driver, zerolog |
 | Authentication | Multi-backend | Local (bcrypt), LDAP/FreeIPA, OIDC/Keycloak |
 | Sessions | PostgreSQL pgxstore | alexedwards/scs, 24h lifetime |
@@ -83,7 +83,7 @@ An **item** is the fundamental entity. Items have:
 - **Properties** (key-value pairs, schema-defined and custom)
 - **Relationships** to other items
 - **Revisions** (append-only history)
-- **Files** (optional, stored in MinIO)
+- **Files** (optional, stored on the local filesystem)
 - **Location** (optional physical inventory location)
 
 ### 3.2 Database Schema (Conceptual)
@@ -115,7 +115,7 @@ CREATE TABLE revisions (
     item_id UUID REFERENCES items(id) NOT NULL,
     revision_number INTEGER NOT NULL,
     properties JSONB NOT NULL,  -- all properties at this revision
-    file_version TEXT,  -- MinIO version ID if applicable
+    file_version TEXT,  -- storage version ID if applicable
     created_at TIMESTAMPTZ DEFAULT now(),
     created_by TEXT,  -- user identifier (future: LDAP DN)
     comment TEXT,
@@ -345,7 +345,7 @@ CAD workbench and spreadsheet extension implementations are maintained in separa
 
 ### 5.1 File Storage Strategy
 
-Files are stored as whole objects in MinIO with versioning enabled. Storage path convention: `items/{partNumber}/rev{N}.ext`. SHA-256 checksums are captured on upload for integrity verification.
+Files are stored on the local filesystem under a configurable root directory. Storage path convention: `items/{partNumber}/rev{N}.ext`. SHA-256 checksums are captured on upload for integrity verification.
 
 Future option: exploded storage (unpack ZIP-based CAD archives for better diffing).
 
@@ -439,7 +439,7 @@ Revisions are created explicitly by user action (not automatic):
 ### 7.3 Revision vs. File Version
 
 - **Revision**: Silo metadata revision (tracked in PostgreSQL)
-- **File Version**: MinIO object version (automatic on upload)
+- **File Version**: File on disk corresponding to a revision
 
 A single Silo revision may span multiple file uploads during editing. Only committed revisions create formal revision records.
 
@@ -598,12 +598,12 @@ See [AUTH.md](AUTH.md) for full architecture details and [AUTH_USER_GUIDE.md](AU
 
 ## 11. API Design
 
-### 11.1 REST Endpoints (78 Implemented)
+### 11.1 REST Endpoints (86 Implemented)
 
 ```
 # Health (no auth)
 GET    /health                                              # Basic health check
-GET    /ready                                               # Readiness (DB + MinIO)
+GET    /ready                                               # Readiness (DB)
 
 # Auth (no auth required)
 GET    /login                                               # Login page
@@ -624,8 +624,8 @@ GET    /api/auth/tokens                                     # List user's API to
 POST   /api/auth/tokens                                     # Create API token
 DELETE /api/auth/tokens/{id}                                # Revoke API token
 
-# Presigned Uploads (editor)
-POST   /api/uploads/presign                                 # Get presigned MinIO upload URL [editor]
+# Direct Uploads (editor)
+POST   /api/uploads/presign                                 # Get upload URL [editor]
 
 # Schemas (read: viewer, write: editor)
 GET    /api/schemas                                         # List all schemas
@@ -697,6 +697,20 @@ POST   /api/items/{partNumber}/bom/merge                    # Merge BOM from ODS
 PUT    /api/items/{partNumber}/bom/{childPartNumber}        # Update BOM entry [editor]
 DELETE /api/items/{partNumber}/bom/{childPartNumber}        # Remove BOM entry [editor]
 
+# .kc Metadata (read: viewer, write: editor)
+GET    /api/items/{partNumber}/metadata                     # Get indexed .kc metadata
+PUT    /api/items/{partNumber}/metadata                     # Update metadata fields [editor]
+PATCH  /api/items/{partNumber}/metadata/lifecycle           # Transition lifecycle state [editor]
+PATCH  /api/items/{partNumber}/metadata/tags                # Add/remove tags [editor]
+
+# .kc Dependencies (viewer)
+GET    /api/items/{partNumber}/dependencies                 # List raw dependencies
+GET    /api/items/{partNumber}/dependencies/resolve         # Resolve UUIDs to part numbers + file availability
+
+# .kc Macros (viewer)
+GET    /api/items/{partNumber}/macros                       # List registered macros
+GET    /api/items/{partNumber}/macros/{filename}            # Get macro source content
+
 # Audit (viewer)
 GET    /api/audit/completeness                              # Item completeness scores
 GET    /api/audit/completeness/{partNumber}                 # Item detail breakdown
@@ -735,6 +749,139 @@ POST   /api/inventory/{partNumber}/move
 
 ---
 
+## 11.3 .kc File Integration
+
+Silo supports the `.kc` file format — a ZIP archive that is a superset of FreeCAD's `.fcstd`. A `.kc` file contains everything an `.fcstd` does, plus a `silo/` directory with platform metadata.
+
+#### Standard entries (preserved as-is)
+
+`Document.xml`, `GuiDocument.xml`, BREP geometry files (`.brp`), `thumbnails/`
+
+#### Silo entries (`silo/` directory)
+
+| Path | Purpose |
+|------|---------|
+| `silo/manifest.json` | Instance origin, part UUID, revision hash, `.kc` schema version |
+| `silo/metadata.json` | Custom schema field values, tags, lifecycle state |
+| `silo/history.json` | Local revision log (server-generated on checkout) |
+| `silo/dependencies.json` | Assembly link references by Silo UUID |
+| `silo/macros/*.py` | Embedded macro scripts bound to this part |
+
+#### Commit-time extraction
+
+When a `.kc` file is uploaded via `POST /api/items/{partNumber}/file`, the server:
+
+1. Opens the ZIP and scans for `silo/` entries
+2. Parses `silo/manifest.json` and validates the UUID matches the item
+3. Upserts `silo/metadata.json` fields into the `item_metadata` table
+4. Replaces `silo/dependencies.json` entries in the `item_dependencies` table
+5. Replaces `silo/macros/*.py` entries in the `item_macros` table
+6. Broadcasts SSE events: `metadata.updated`, `dependencies.changed`, `macros.changed`
+
+Extraction is best-effort — failures are logged as warnings but do not block the upload.
+
+#### Checkout-time packing
+
+When a `.kc` file is downloaded via `GET /api/items/{partNumber}/file/{revision}`, the server repacks the `silo/` directory with current database state:
+
+- `silo/manifest.json` — current item UUID and metadata freshness
+- `silo/metadata.json` — latest schema fields, tags, lifecycle state
+- `silo/history.json` — last 20 revisions from the database
+- `silo/dependencies.json` — current dependency list from `item_dependencies`
+
+Non-silo ZIP entries are passed through unchanged. If the file is a plain `.fcstd` (no `silo/` directory), it is served as-is.
+
+ETag caching: the server computes an ETag from `revision_number:metadata.updated_at` and returns `304 Not Modified` when the client's `If-None-Match` header matches.
+
+#### Lifecycle state machine
+
+The `lifecycle_state` field in `item_metadata` follows this state machine:
+
+```
+draft → review → released → obsolete
+  ↑        ↓
+  └────────┘
+```
+
+Valid transitions are enforced by `PATCH /metadata/lifecycle`. Invalid transitions return `422 Unprocessable Entity`.
+
+#### Metadata response shape
+
+```json
+{
+  "schema_name": "kindred-rd",
+  "lifecycle_state": "draft",
+  "tags": ["prototype", "v2"],
+  "fields": {"material": "AL6061", "finish": "anodized"},
+  "manifest": {
+    "uuid": "550e8400-e29b-41d4-a716-446655440000",
+    "silo_instance": "silo.example.com",
+    "revision_hash": "abc123",
+    "kc_version": "1.0"
+  },
+  "updated_at": "2026-02-18T12:00:00Z",
+  "updated_by": "forbes"
+}
+```
+
+#### Dependency response shape
+
+```json
+[
+  {
+    "uuid": "550e8400-...",
+    "part_number": "F01-0042",
+    "revision": 3,
+    "quantity": 4.0,
+    "label": "M5 Bolt",
+    "relationship": "component"
+  }
+]
+```
+
+#### Resolved dependency response shape
+
+```json
+[
+  {
+    "uuid": "550e8400-...",
+    "part_number": "F01-0042",
+    "label": "M5 Bolt",
+    "revision": 3,
+    "quantity": 4.0,
+    "resolved": true,
+    "file_available": true
+  }
+]
+```
+
+#### Macro list response shape
+
+```json
+[
+  {"filename": "validate_dims.py", "trigger": "manual", "revision_number": 5}
+]
+```
+
+#### Macro detail response shape
+
+```json
+{
+  "filename": "validate_dims.py",
+  "trigger": "manual",
+  "content": "import FreeCAD\n...",
+  "revision_number": 5
+}
+```
+
+#### Database tables (migration 018)
+
+- `item_metadata` — schema fields, lifecycle state, tags, manifest info
+- `item_dependencies` — parent/child UUID references with quantity and relationship type
+- `item_macros` — filename, trigger type, source content, indexed per item
+
+---
+
 ## 12. MVP Scope
 
 ### 12.1 Implemented
@@ -743,8 +890,8 @@ POST   /api/inventory/{partNumber}/move
 - [x] YAML schema parser for part numbering
 - [x] Part number generation engine
 - [x] CLI tool (`cmd/silo`)
-- [x] API server (`cmd/silod`) with 78 endpoints
-- [x] MinIO integration for file storage with versioning
+- [x] API server (`cmd/silod`) with 86 endpoints
+- [x] Filesystem-based file storage
 - [x] BOM relationships (component, alternate, reference)
 - [x] Multi-level BOM (recursive expansion with configurable depth)
 - [x] Where-used queries (reverse parent lookup)
@@ -765,6 +912,12 @@ POST   /api/inventory/{partNumber}/move
 - [x] Audit logging and completeness scoring
 - [x] CSRF protection (nosurf)
 - [x] Fuzzy search
+- [x] .kc file extraction pipeline (metadata, dependencies, macros indexed on commit)
+- [x] .kc file packing on checkout (manifest, metadata, history, dependencies)
+- [x] .kc metadata API (get, update fields, lifecycle transitions, tags)
+- [x] .kc dependency API (list, resolve with file availability)
+- [x] .kc macro API (list, get source content)
+- [x] ETag caching for .kc file downloads
 - [x] Property schema versioning framework
 - [x] Docker Compose deployment (dev and prod)
 - [x] systemd service and deployment scripts

docs/src/silo-server/STATUS.md

@@ -10,12 +10,12 @@
 
 | Component | Status | Notes |
 |-----------|--------|-------|
-| PostgreSQL schema | Complete | 13 migrations applied |
+| PostgreSQL schema | Complete | 18 migrations applied |
 | YAML schema parser | Complete | Supports enum, serial, constant, string segments |
 | Part number generator | Complete | Scoped sequences, category-based format |
-| API server (`silod`) | Complete | 78 REST endpoints via chi/v5 |
+| API server (`silod`) | Complete | 86 REST endpoints via chi/v5 |
 | CLI tool (`silo`) | Complete | Item registration and management |
-| MinIO file storage | Complete | Upload, download, versioning, checksums |
+| Filesystem file storage | Complete | Upload, download, checksums |
 | Revision control | Complete | Append-only history, rollback, comparison, status/labels |
 | Project management | Complete | CRUD, many-to-many item tagging |
 | CSV import/export | Complete | Dry-run validation, template generation |
@@ -29,7 +29,12 @@
 | CSRF protection | Complete | nosurf on web forms |
 | Fuzzy search | Complete | sahilm/fuzzy library |
 | Web UI | Complete | React SPA (Vite + TypeScript), 6 pages, Catppuccin Mocha theme |
-| File attachments | Complete | Presigned uploads, item file association, thumbnails |
+| File attachments | Complete | Direct uploads, item file association, thumbnails |
+| .kc extraction pipeline | Complete | Metadata, dependencies, macros indexed on commit |
+| .kc checkout packing | Complete | Manifest, metadata, history, dependencies repacked on download |
+| .kc metadata API | Complete | GET/PUT metadata, lifecycle transitions, tag management |
+| .kc dependency API | Complete | List raw deps, resolve UUIDs to part numbers + file availability |
+| .kc macro API | Complete | List macros, get source content by filename |
 | Odoo ERP integration | Partial | Config and sync-log CRUD functional; push/pull are stubs |
 | Docker Compose | Complete | Dev and production configurations |
 | Deployment scripts | Complete | setup-host, deploy, init-db, setup-ipa-nginx |
@@ -56,7 +61,7 @@ FreeCAD workbench and LibreOffice Calc extension are maintained in separate repo
 | Service | Host | Status |
 |---------|------|--------|
 | PostgreSQL | psql.example.internal:5432 | Running |
-| MinIO | localhost:9000 (API) / :9001 (console) | Configured |
+| File Storage | /opt/silo/data (filesystem) | Configured |
 | Silo API | localhost:8080 | Builds successfully |
 
 ---
@@ -96,3 +101,8 @@ The schema defines 170 category codes across 10 groups:
 | 011_item_files.sql | Item file attachments (item_files table, thumbnail_key column) |
 | 012_bom_source.sql | BOM entry source tracking |
 | 013_move_cost_sourcing_to_props.sql | Move sourcing_link and standard_cost from item columns to revision properties |
+| 014_settings.sql | Settings overrides and module state tables |
+| 015_jobs.sql | Job queue, runner, and job log tables |
+| 016_dag.sql | Dependency DAG nodes and edges |
+| 017_locations.sql | Location hierarchy and inventory tracking |
+| 018_kc_metadata.sql | .kc metadata tables (item_metadata, item_dependencies, item_macros, item_approvals, approval_signatures) |

docs/src/silo-server/STYLE.md

@@ -0,0 +1,515 @@
+# Silo Style Guide
+
+> Living reference for the Silo web UI. All modules must follow these conventions to maintain visual consistency across the platform.
+
+---
+
+## Color System
+
+Silo uses the [Catppuccin Mocha](https://github.com/catppuccin/catppuccin) palette exclusively. All colors are referenced via CSS custom properties defined at `:root`.
+
+### Palette
+
+```
+--ctp-rosewater:  #f5e0dc
+--ctp-flamingo:   #f2cdcd
+--ctp-pink:       #f5c2e7
+--ctp-mauve:      #cba6f7
+--ctp-red:        #f38ba8
+--ctp-maroon:     #eba0ac
+--ctp-peach:      #fab387
+--ctp-yellow:     #f9e2af
+--ctp-green:      #a6e3a1
+--ctp-teal:       #94e2d5
+--ctp-sky:        #89dceb
+--ctp-sapphire:   #74c7ec
+--ctp-blue:       #89b4fa
+--ctp-lavender:   #b4befe
+--ctp-text:       #cdd6f4
+--ctp-subtext1:   #bac2de
+--ctp-subtext0:   #a6adc8
+--ctp-overlay2:   #9399b2
+--ctp-overlay1:   #7f849c
+--ctp-overlay0:   #6c7086
+--ctp-surface2:   #585b70
+--ctp-surface1:   #45475a
+--ctp-surface0:   #313244
+--ctp-base:       #1e1e2e
+--ctp-mantle:     #181825
+--ctp-crust:      #11111b
+```
+
+### Semantic Roles
+
+| Role | Token | Usage |
+|------|-------|-------|
+| Page background | `--ctp-base` | Main content area |
+| Panel background | `--ctp-mantle` | Sidebars, detail panes, headers |
+| Inset/input background | `--ctp-crust` | Form inputs, code blocks, drop zones |
+| Primary accent | `--ctp-mauve` | Primary buttons, active states, links, selection highlights |
+| Secondary accent | `--ctp-blue` | Informational highlights, secondary actions |
+| Success | `--ctp-green` | Confirmations, positive status |
+| Warning | `--ctp-yellow` | Caution states, pending actions |
+| Danger | `--ctp-red` | Destructive actions, errors, required indicators |
+| Informational | `--ctp-teal` | Auto-generated metadata, system-assigned values |
+| Body text | `--ctp-text` | Primary content |
+| Secondary text | `--ctp-subtext1` | Descriptions, timestamps |
+| Muted text | `--ctp-overlay1` | Placeholders, disabled states |
+| Borders | `--ctp-surface0` | Dividers, panel edges |
+| Hover borders | `--ctp-surface1` | Interactive element borders, row separators |
+| Focus ring | `rgba(203, 166, 247, 0.25)` | `box-shadow` on focused inputs (mauve at 25%) |
+
+### Accent Usage for Data Types
+
+| Data type | Color | Token |
+|-----------|-------|-------|
+| Assembly | `--ctp-mauve` | Badge, icon tint |
+| Part | `--ctp-green` | Badge, icon tint |
+| Document | `--ctp-blue` | Badge, icon tint |
+| Purchased | `--ctp-peach` | Badge, icon tint |
+| Phantom | `--ctp-overlay1` | Badge, icon tint |
+
+These mappings are used anywhere item types appear: list badges, detail pane headers, BOM entries, tree views.
+
+---
+
+## Typography
+
+### Scale
+
+| Role | Size | Weight | Token/Color | Transform |
+|------|------|--------|-------------|-----------|
+| Page title | 1.1rem | 600 | `--ctp-text` | None |
+| Section header | 11px | 600 | `--ctp-overlay0` | Uppercase, `letter-spacing: 0.06em` |
+| Form label | 11px | 600 | `--ctp-overlay1` | Uppercase, `letter-spacing: 0.05em` |
+| Body text | 13px | 400 | `--ctp-text` | None |
+| Table cell | 12px | 400 | `--ctp-text` | None |
+| Caption / metadata | 11px | 400 | `--ctp-subtext0` | None |
+| Badge text | 10px | 600 | Varies | Uppercase |
+| Breadcrumb segment | 13px | 500 | `--ctp-subtext1` | None |
+| Breadcrumb active | 13px | 600 | `--ctp-text` | None |
+
+### Font Stack
+
+```css
+font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', system-ui, sans-serif;
+```
+
+No external font dependencies. System fonts ensure fast rendering and native feel across platforms.
+
+### Rules
+
+- Never use font sizes below 10px.
+- Use `font-weight: 600` for emphasis instead of bold (700). Reserve 700 for page titles only when extra weight is needed.
+- `text-transform: uppercase` is reserved for section headers, form labels, and badges. Never uppercase body text or descriptions.
+
+---
+
+## Spacing
+
+Base unit: **4px**. All spacing values are multiples of 4.
+
+| Token | Value | Usage |
+|-------|-------|-------|
+| `xs` | 4px (0.25rem) | Tight gaps: icon-to-label, tag internal padding |
+| `sm` | 8px (0.5rem) | Compact spacing: between related fields, badge padding |
+| `md` | 12px (0.75rem) | Standard: form group gaps, sidebar section padding |
+| `lg` | 16px (1rem) | Section separation, card padding |
+| `xl` | 24px (1.5rem) | Page-level padding, major section breaks |
+| `2xl` | 32px (2rem) | Page horizontal padding |
+
+### Application
+
+- **Page padding:** `1.5rem 2rem` (24px vertical, 32px horizontal)
+- **Sidebar section padding:** `1rem 1.25rem`
+- **Form grid gap:** `1.25rem 1.5rem` (row gap × column gap)
+- **Table row height:** 36px minimum (padding included)
+- **Table cell padding:** `0.4rem 0.75rem`
+
+---
+
+## Layout
+
+### Page Structure
+
+Every module page follows the same shell:
+
+```
+┌─────────────────────────────────────────────────┐
+│ Top Nav (52px)                                  │
+├──────────┬──────────────────────────────────────┤
+│ App Menu │ Page Header (58px)                   │
+│ (icons)  ├──────────────────────┬───────────────┤
+│          │ Content Area         │ Detail Pane   │
+│          │                      │ (360px)       │
+│          │                      │               │
+│          │                      │               │
+└──────────┴──────────────────────┴───────────────┘
+```
+
+- **Top nav:** `52px` height, `--ctp-mantle` background, `1px solid --ctp-surface0` bottom border.
+- **App menu sidebar:** Icon strip on the left. Module icons, tooltips on hover. Active module highlighted with `--ctp-mauve` indicator.
+- **Page header:** `58px` height, `--ctp-mantle` background. Contains page title (with module icon), action buttons right-aligned.
+- **Content area:** `--ctp-base` background. Scrollable. Contains list views, kanban boards, or other primary content.
+- **Detail pane:** `360px` fixed width, `--ctp-mantle` background, `1px solid --ctp-surface0` left border. Appears on record selection.
+
+### Grid Patterns
+
+**Two-column form:**
+```css
+display: grid;
+grid-template-columns: 1fr 1fr;
+gap: 1.25rem 1.5rem;
+max-width: 800px;
+```
+
+**List + detail:**
+```css
+display: grid;
+grid-template-columns: 1fr 360px;
+min-height: calc(100vh - 52px - 58px);
+```
+
+### Breakpoints
+
+Not currently required. Silo targets desktop browsers on engineering workstations. If mobile support is added later, breakpoints will be defined at `768px` and `1024px`.
+
+---
+
+## Components
+
+### Buttons
+
+Four tiers. All buttons share a base style:
+
+```css
+display: inline-flex;
+align-items: center;
+gap: 0.35rem;
+padding: 0.4rem 0.85rem;
+border-radius: 6px;
+font-size: 12px;
+font-weight: 500;
+cursor: pointer;
+transition: all 0.15s;
+```
+
+| Tier | Name | Background | Border | Text | Hover |
+|------|------|-----------|--------|------|-------|
+| Primary | `.btn-primary` | `--ctp-mauve` | `--ctp-mauve` | `--ctp-crust` | `--ctp-lavender` bg + border |
+| Secondary | `.btn` (default) | `--ctp-surface0` | `--ctp-surface1` | `--ctp-text` | `--ctp-surface1` bg, `--ctp-overlay0` border |
+| Ghost | `.btn-ghost` | transparent | transparent | `--ctp-subtext0` | `--ctp-surface0` bg, `--ctp-text` text |
+| Danger | `.btn-danger` | transparent | `--ctp-surface1` | `--ctp-red` | `rgba(243, 139, 168, 0.1)` bg, `--ctp-red` border |
+
+Primary is used once per visible context (the main action). All other actions use secondary or ghost. Danger is only for destructive actions and always requires confirmation.
+
+### Badges
+
+Used for type indicators, status labels, and tags.
+
+```css
+display: inline-flex;
+align-items: center;
+padding: 0.15rem 0.5rem;
+border-radius: 4px;
+font-size: 10px;
+font-weight: 600;
+text-transform: uppercase;
+letter-spacing: 0.03em;
+```
+
+Badges use a translucent background derived from their accent color:
+
+```css
+/* Example: assembly badge */
+background: rgba(203, 166, 247, 0.15);  /* --ctp-mauve at 15% */
+color: var(--ctp-mauve);
+```
+
+Standard badge colors follow the [accent usage table](#accent-usage-for-data-types). Status badges:
+
+| Status | Color |
+|--------|-------|
+| Active / Released | `--ctp-green` |
+| Draft / In Progress | `--ctp-blue` |
+| Review / Pending | `--ctp-yellow` |
+| Obsolete / Rejected | `--ctp-red` |
+| Locked | `--ctp-overlay1` |
+
+### Form Inputs
+
+All inputs share a base style:
+
+```css
+background: var(--ctp-crust);
+border: 1px solid var(--ctp-surface1);
+border-radius: 6px;
+padding: 0.45rem 0.65rem;
+font-size: 12px;
+color: var(--ctp-text);
+transition: border-color 0.15s;
+```
+
+| State | Border | Shadow |
+|-------|--------|--------|
+| Default | `--ctp-surface1` | None |
+| Hover | `--ctp-overlay0` | None |
+| Focus | `--ctp-mauve` | `0 0 0 0.2rem rgba(203, 166, 247, 0.25)` |
+| Error | `--ctp-red` | `0 0 0 0.2rem rgba(243, 139, 168, 0.15)` |
+| Disabled | `--ctp-surface0` | None, `opacity: 0.5` |
+
+Placeholder text: `--ctp-overlay0`. Labels sit above inputs (never inline or floating).
+
+### Tag Input
+
+Used for multi-value fields (projects, tags):
+
+```css
+display: flex;
+flex-wrap: wrap;
+gap: 0.3rem;
+padding: 0.35rem 0.5rem;
+background: var(--ctp-crust);
+border: 1px solid var(--ctp-surface1);
+border-radius: 6px;
+min-height: 36px;
+```
+
+Individual tags use the badge pattern: `rgba(accent, 0.15)` background with accent text. Remove button (×) at `opacity: 0.6`, `1.0` on hover.
+
+### Tables
+
+```css
+width: 100%;
+border-collapse: collapse;
+font-size: 12px;
+```
+
+| Element | Style |
+|---------|-------|
+| Header row | `background: --ctp-mantle`, `font-size: 11px`, uppercase, `--ctp-overlay1` text |
+| Body row | `border-bottom: 1px solid --ctp-surface0` |
+| Row hover | `background: --ctp-surface0` |
+| Row selected | `background: rgba(203, 166, 247, 0.08)` |
+| Cell padding | `0.4rem 0.75rem` |
+| Text columns | Left-aligned |
+| Number columns | Right-aligned |
+| Date columns | Right-aligned |
+| Action columns | Center-aligned |
+
+Row actions use icon buttons (not text links). Icons at 14px, `--ctp-overlay1` default, `--ctp-text` on hover.
+
+### Tabs
+
+Used in detail panes and module sub-views:
+
+```css
+display: flex;
+gap: 0;
+border-bottom: 2px solid var(--ctp-surface0);
+```
+
+| State | Style |
+|-------|-------|
+| Default | `padding: 0.5rem 1rem`, `--ctp-subtext0` text, no border |
+| Hover | `--ctp-text` text |
+| Active | `--ctp-text` text, `font-weight: 600`, `border-bottom: 2px solid --ctp-mauve` (overlaps container border) |
+
+### Section Dividers
+
+Used to visually group form fields:
+
+```css
+display: flex;
+align-items: center;
+gap: 0.75rem;
+grid-column: 1 / -1;   /* span full form grid */
+margin-top: 0.75rem;
+```
+
+Contains a label (`11px`, uppercase, `--ctp-overlay0`) and a horizontal line (`flex: 1`, `1px solid --ctp-surface0`).
+
+### Sidebar Sections
+
+Stacked vertically within detail panes:
+
+```css
+padding: 1rem 1.25rem;
+border-bottom: 1px solid var(--ctp-surface0);
+```
+
+Last section has no bottom border. Section titles follow the section header typography (11px, uppercase, `--ctp-overlay0`).
+
+### Tooltips
+
+Appear on hover after a 300ms delay. Position: above the target element by default, flip below if insufficient space.
+
+```css
+background: var(--ctp-surface0);
+border: 1px solid var(--ctp-surface1);
+border-radius: 4px;
+padding: 0.3rem 0.6rem;
+font-size: 11px;
+color: var(--ctp-text);
+box-shadow: 0 4px 12px rgba(17, 17, 27, 0.4);
+```
+
+### Breadcrumbs
+
+Module navigation breadcrumbs:
+
+```
+Module Name  >  List View  >  Record Name  >  Sub-view
+```
+
+Separator: `>` character in `--ctp-overlay0`. Segments are clickable links in `--ctp-subtext1`. Active (final) segment is `--ctp-text` at `font-weight: 600`.
+
+### Dropdowns / Selects
+
+Follow the input base style. The dropdown menu:
+
+```css
+background: var(--ctp-surface0);
+border: 1px solid var(--ctp-surface1);
+border-radius: 6px;
+box-shadow: 0 8px 24px rgba(17, 17, 27, 0.5);
+padding: 0.25rem;
+max-height: 240px;
+overflow-y: auto;
+```
+
+Menu items:
+
+```css
+padding: 0.4rem 0.65rem;
+border-radius: 4px;
+font-size: 12px;
+color: var(--ctp-text);
+cursor: pointer;
+```
+
+Hover: `background: --ctp-surface1`. Selected: `background: rgba(203, 166, 247, 0.12)`, `color: --ctp-mauve`, `font-weight: 600`.
+
+---
+
+## Icons
+
+Use [Lucide](https://lucide.dev) icons. Size: 14px for inline/table contexts, 16px for buttons and navigation, 20px for page headers and empty states.
+
+Stroke width: 1.5px (Lucide default). Color inherits from parent text color unless explicitly set.
+
+Do not mix icon libraries. If Lucide does not have a suitable icon, request one be added or create a custom SVG following Lucide's 24×24 grid and stroke conventions.
+
+---
+
+## Transitions & Animation
+
+All interactive state changes use `transition: all 0.15s ease`. This applies to hover, focus, active, and open/close states.
+
+No entrance animations on page load. Content renders immediately. Skeleton loaders are acceptable for async data using a pulsing `--ctp-surface0` → `--ctp-surface1` gradient.
+
+Dropdown menus and tooltips appear instantly (no slide/fade). Collapse/expand panels (if used) transition `max-height` at `0.2s ease`.
+
+---
+
+## Styling Implementation
+
+Silo's React frontend uses **inline `React.CSSProperties` objects** with `var(--ctp-*)` token references. This is the project convention and must not be changed.
+
+### Rules
+
+- No CSS modules, no Tailwind, no external CSS-in-JS libraries.
+- Styles are defined as `const` objects at the top of each component file.
+- Shared style patterns (button base, input base) can be extracted to a `styles/` directory as exported `CSSProperties` objects.
+- Use `as const` or `as React.CSSProperties` for type safety.
+- Pseudo-classes (`:hover`, `:focus`) require state-driven inline styles or a thin CSS file for the base pseudo-class rules.
+
+### Example
+
+```typescript
+const styles = {
+  container: {
+    display: 'grid',
+    gridTemplateColumns: '1fr 360px',
+    height: '100%',
+    overflow: 'hidden',
+  } as React.CSSProperties,
+
+  sidebar: {
+    background: 'var(--ctp-mantle)',
+    borderLeft: '1px solid var(--ctp-surface0)',
+    display: 'flex',
+    flexDirection: 'column' as const,
+    overflowY: 'auto' as const,
+  } as React.CSSProperties,
+};
+```
+
+### Pseudo-class CSS
+
+A single `silo-base.css` file provides pseudo-class rules that cannot be expressed inline:
+
+```css
+/* Hover, focus, and active states for core interactive elements */
+.silo-input:hover { border-color: var(--ctp-overlay0); }
+.silo-input:focus { border-color: var(--ctp-mauve); box-shadow: 0 0 0 0.2rem rgba(203, 166, 247, 0.25); }
+.silo-btn:hover { /* per-tier overrides */ }
+.silo-row:hover { background: var(--ctp-surface0); }
+```
+
+Components apply the corresponding class names alongside their inline styles. This is the only place class-based styling is used.
+
+---
+
+## Do / Don't
+
+| Do | Don't |
+|----|-------|
+| Use `var(--ctp-*)` for every color | Hardcode hex values |
+| Use the 4px spacing scale | Use arbitrary padding/margins |
+| Use Lucide icons at standard sizes | Mix icon libraries |
+| Use inline `CSSProperties` | Use CSS modules or Tailwind |
+| One primary button per visible context | Multiple competing primary buttons |
+| Use translucent accent backgrounds for badges | Use solid bright backgrounds for badges |
+| Use icon buttons for row-level table actions | Use text links in table rows |
+| Define styles as `const` at file top | Inline style objects in JSX |
+| Show tooltips on icon-only buttons | Leave icon buttons unlabeled |
+| Use section dividers to group form fields | Use cards or borders around field groups |
+| Follow the breadcrumb pattern for navigation | Use nested tab bars |
+
+---
+
+## Appendix: CSS Custom Properties Block
+
+Paste this at the root of the application stylesheet:
+
+```css
+:root {
+  --ctp-rosewater: #f5e0dc;
+  --ctp-flamingo: #f2cdcd;
+  --ctp-pink: #f5c2e7;
+  --ctp-mauve: #cba6f7;
+  --ctp-red: #f38ba8;
+  --ctp-maroon: #eba0ac;
+  --ctp-peach: #fab387;
+  --ctp-yellow: #f9e2af;
+  --ctp-green: #a6e3a1;
+  --ctp-teal: #94e2d5;
+  --ctp-sky: #89dceb;
+  --ctp-sapphire: #74c7ec;
+  --ctp-blue: #89b4fa;
+  --ctp-lavender: #b4befe;
+  --ctp-text: #cdd6f4;
+  --ctp-subtext1: #bac2de;
+  --ctp-subtext0: #a6adc8;
+  --ctp-overlay2: #9399b2;
+  --ctp-overlay1: #7f849c;
+  --ctp-overlay0: #6c7086;
+  --ctp-surface2: #585b70;
+  --ctp-surface1: #45475a;
+  --ctp-surface0: #313244;
+  --ctp-base: #1e1e2e;
+  --ctp-mantle: #181825;
+  --ctp-crust: #11111b;
+}
+```

docs/src/silo-server/WORKERS.md

@@ -0,0 +1,364 @@
+# Worker System Specification
+
+**Status:** Draft
+**Last Updated:** 2026-02-13
+
+---
+
+## 1. Purpose
+
+The worker system provides async compute job execution for Silo. Jobs are defined as YAML files, managed by the Silo server, and executed by external runner processes. The system is general-purpose -- while DAG validation is the first use case, it supports any compute workload: geometry export, thumbnail rendering, FEA/CFD batch jobs, report generation, and data migration.
+
+---
+
+## 2. Architecture
+
+```
+YAML Job Definitions (files on disk, version-controllable)
+         |
+         v
+Silo Server (parser, scheduler, state machine, REST API, SSE events)
+         |
+         v
+Runners (silorunner binary, polls via REST, executes Headless Create)
+```
+
+**Three layers:**
+
+1. **Job definitions** -- YAML files in a configurable directory (default `/etc/silo/jobdefs`). Each file defines a job type: what triggers it, what it operates on, what computation to perform, and what runner capabilities are required. These are the source of truth and can be version-controlled alongside other Silo config.
+
+2. **Silo server** -- Parses YAML definitions on startup and upserts them into the `job_definitions` table. Creates job instances when triggers fire (revision created, BOM changed, manual). Manages job lifecycle, enforces timeouts, and broadcasts status via SSE.
+
+3. **Runners** -- Separate `silorunner` processes that authenticate with Silo via API tokens, poll for available jobs, claim them atomically, execute the compute, and report results. A runner host must have Headless Create and silo-mod installed for geometry jobs.
+
+---
+
+## 3. Job Definition Format
+
+Job definitions are YAML files with the following structure:
+
+```yaml
+job:
+  name: assembly-validate
+  version: 1
+  description: "Validate assembly by rebuilding its dependency subgraph"
+
+  trigger:
+    type: revision_created       # revision_created, bom_changed, manual, schedule
+    filter:
+      item_type: assembly        # only trigger for assemblies
+
+  scope:
+    type: assembly               # item, assembly, project
+
+  compute:
+    type: validate               # validate, rebuild, diff, export, custom
+    command: create-validate     # runner-side command identifier
+    args:                        # passed to runner as JSON
+      rebuild_mode: incremental
+      check_interference: true
+
+  runner:
+    tags: [create]               # required runner capabilities
+
+  timeout: 900                   # seconds before job is marked failed (default 600)
+  max_retries: 2                 # retry count on failure (default 1)
+  priority: 50                   # lower = higher priority (default 100)
+```
+
+### 3.1 Trigger Types
+
+| Type | Description |
+|------|-------------|
+| `revision_created` | Fires when a new revision is created on an item matching the filter |
+| `bom_changed` | Fires when a BOM merge completes |
+| `manual` | Only triggered via `POST /api/jobs` |
+| `schedule` | Future: cron-like scheduling (not yet implemented) |
+
+### 3.2 Trigger Filters
+
+The `filter` map supports key-value matching against item properties:
+
+| Key | Description |
+|-----|-------------|
+| `item_type` | Match item type: `part`, `assembly`, `drawing`, etc. |
+| `schema` | Match schema name |
+
+All filter keys must match for the trigger to fire. An empty filter matches all items.
+
+### 3.3 Scope Types
+
+| Type | Description |
+|------|-------------|
+| `item` | Job operates on a single item |
+| `assembly` | Job operates on an assembly and its BOM tree |
+| `project` | Job operates on all items in a project |
+
+### 3.4 Compute Commands
+
+The `command` field identifies what the runner should execute. Built-in commands:
+
+| Command | Description |
+|---------|-------------|
+| `create-validate` | Open file in Headless Create, rebuild features, report validation results |
+| `create-export` | Open file, export to specified format (STEP, IGES, 3MF) |
+| `create-dag-extract` | Open file, extract feature DAG, output as JSON |
+| `create-thumbnail` | Open file, render thumbnail image |
+
+Custom commands can be added by extending silo-mod's `silo.runner` module.
+
+---
+
+## 4. Job Lifecycle
+
+```
+pending → claimed → running → completed
+                            → failed
+                            → cancelled
+```
+
+| State | Description |
+|-------|-------------|
+| `pending` | Job created, waiting for a runner to claim it |
+| `claimed` | Runner has claimed the job. `expires_at` is set. |
+| `running` | Runner has started execution (reported via progress update) |
+| `completed` | Runner reported success. `result` JSONB contains output. |
+| `failed` | Runner reported failure, timeout expired, or max retries exceeded |
+| `cancelled` | Admin cancelled the job before completion |
+
+### 4.1 Claim Semantics
+
+Runners claim jobs via `POST /api/runner/claim`. The server uses PostgreSQL's `SELECT FOR UPDATE SKIP LOCKED` to ensure exactly-once delivery:
+
+```sql
+WITH claimable AS (
+    SELECT id FROM jobs
+    WHERE status = 'pending'
+      AND runner_tags <@ $2::text[]
+    ORDER BY priority ASC, created_at ASC
+    LIMIT 1
+    FOR UPDATE SKIP LOCKED
+)
+UPDATE jobs SET
+    status = 'claimed',
+    runner_id = $1,
+    claimed_at = now(),
+    expires_at = now() + (timeout_seconds || ' seconds')::interval
+FROM claimable
+WHERE jobs.id = claimable.id
+RETURNING jobs.*;
+```
+
+The `runner_tags <@ $2::text[]` condition ensures the runner has all tags required by the job. A runner with tags `["create", "linux", "gpu"]` can claim a job requiring `["create"]`, but not one requiring `["create", "windows"]`.
+
+### 4.2 Timeout Enforcement
+
+A background sweeper runs every 30 seconds (configurable via `jobs.job_timeout_check`) and marks expired jobs as failed:
+
+```sql
+UPDATE jobs SET status = 'failed', error_message = 'job timed out'
+WHERE status IN ('claimed', 'running')
+  AND expires_at < now();
+```
+
+### 4.3 Retry
+
+When a job fails and `retry_count < max_retries`, a new job is created with the same definition and scope, with `retry_count` incremented.
+
+---
+
+## 5. Runners
+
+### 5.1 Registration
+
+Runners are registered via `POST /api/runners` (admin only). The server generates a token (shown once) and stores the SHA-256 hash in the `runners` table. This follows the same pattern as API tokens in `internal/auth/token.go`.
+
+### 5.2 Authentication
+
+Runners authenticate via `Authorization: Bearer silo_runner_<token>`. A dedicated `RequireRunnerAuth` middleware validates the token against the `runners` table and injects a `RunnerIdentity` into the request context.
+
+### 5.3 Heartbeat
+
+Runners send `POST /api/runner/heartbeat` every 30 seconds. The server updates `last_heartbeat` and sets `status = 'online'`. A background sweeper marks runners as `offline` if their heartbeat is older than `runner_timeout` seconds (default 90).
+
+### 5.4 Tags
+
+Each runner declares capability tags (e.g., `["create", "linux", "gpu"]`). Jobs require specific tags via the `runner.tags` field in their YAML definition. A runner can only claim jobs whose required tags are a subset of the runner's tags.
+
+### 5.5 Runner Config
+
+The `silorunner` binary reads its config from a YAML file:
+
+```yaml
+server_url: "https://silo.example.com"
+token: "silo_runner_abc123..."
+name: "worker-01"
+tags: ["create", "linux"]
+poll_interval: 5       # seconds between claim attempts
+create_path: "/usr/bin/create"   # path to Headless Create binary (with silo-mod installed)
+```
+
+Or via environment variables: `SILO_RUNNER_SERVER_URL`, `SILO_RUNNER_TOKEN`, etc.
+
+### 5.6 Deployment
+
+Runner prerequisites:
+- `silorunner` binary (built from `cmd/silorunner/`)
+- Headless Create (Kindred's fork of FreeCAD) with silo-mod workbench installed
+- Network access to Silo server API
+
+Runners can be deployed as:
+- Bare metal processes alongside Create installations
+- Docker containers with Create pre-installed
+- Scaled horizontally by registering multiple runners with different names
+
+---
+
+## 6. Job Log
+
+Each job has an append-only log stored in the `job_log` table. Runners append entries via `POST /api/runner/jobs/{jobID}/log`:
+
+```json
+{
+  "level": "info",
+  "message": "Rebuilding Pad003...",
+  "metadata": {"node_key": "Pad003", "progress_pct": 45}
+}
+```
+
+Log levels: `debug`, `info`, `warn`, `error`.
+
+---
+
+## 7. SSE Events
+
+All job lifecycle transitions are broadcast via Silo's SSE broker. Clients subscribe to `/api/events` and receive:
+
+| Event Type | Payload | When |
+|------------|---------|------|
+| `job.created` | `{id, definition_name, item_id, status, priority}` | Job created |
+| `job.claimed` | `{id, runner_id, runner_name}` | Runner claims job |
+| `job.progress` | `{id, progress, progress_message}` | Runner reports progress (0-100) |
+| `job.completed` | `{id, result_summary, duration_seconds}` | Job completed successfully |
+| `job.failed` | `{id, error_message}` | Job failed |
+| `job.cancelled` | `{id, cancelled_by}` | Admin cancelled job |
+| `runner.online` | `{id, name, tags}` | Runner heartbeat (first after offline) |
+| `runner.offline` | `{id, name}` | Runner heartbeat timeout |
+
+---
+
+## 8. REST API
+
+### 8.1 Job Endpoints (user-facing, require auth)
+
+| Method | Path | Auth | Description |
+|--------|------|------|-------------|
+| `GET` | `/api/jobs` | viewer | List jobs (filterable by status, item, definition) |
+| `GET` | `/api/jobs/{jobID}` | viewer | Get job details |
+| `GET` | `/api/jobs/{jobID}/logs` | viewer | Get job log entries |
+| `POST` | `/api/jobs` | editor | Manually trigger a job |
+| `POST` | `/api/jobs/{jobID}/cancel` | editor | Cancel a pending/running job |
+
+### 8.2 Job Definition Endpoints
+
+| Method | Path | Auth | Description |
+|--------|------|------|-------------|
+| `GET` | `/api/job-definitions` | viewer | List loaded definitions |
+| `GET` | `/api/job-definitions/{name}` | viewer | Get specific definition |
+| `POST` | `/api/job-definitions/reload` | admin | Re-read YAML from disk |
+
+### 8.3 Runner Management Endpoints (admin)
+
+| Method | Path | Auth | Description |
+|--------|------|------|-------------|
+| `GET` | `/api/runners` | admin | List registered runners |
+| `POST` | `/api/runners` | admin | Register runner (returns token) |
+| `DELETE` | `/api/runners/{runnerID}` | admin | Delete runner |
+
+### 8.4 Runner-Facing Endpoints (runner token auth)
+
+| Method | Path | Auth | Description |
+|--------|------|------|-------------|
+| `POST` | `/api/runner/heartbeat` | runner | Send heartbeat |
+| `POST` | `/api/runner/claim` | runner | Claim next available job |
+| `PUT` | `/api/runner/jobs/{jobID}/progress` | runner | Report progress |
+| `POST` | `/api/runner/jobs/{jobID}/complete` | runner | Report completion with result |
+| `POST` | `/api/runner/jobs/{jobID}/fail` | runner | Report failure |
+| `POST` | `/api/runner/jobs/{jobID}/log` | runner | Append log entry |
+| `PUT` | `/api/runner/jobs/{jobID}/dag` | runner | Sync DAG results after compute |
+
+---
+
+## 9. Configuration
+
+Add to `config.yaml`:
+
+```yaml
+jobs:
+  directory: /etc/silo/jobdefs    # path to YAML job definitions
+  runner_timeout: 90              # seconds before marking runner offline
+  job_timeout_check: 30           # seconds between timeout sweeps
+  default_priority: 100           # default job priority
+```
+
+---
+
+## 10. Example Job Definitions
+
+### Assembly Validation
+
+```yaml
+job:
+  name: assembly-validate
+  version: 1
+  description: "Validate assembly by rebuilding its dependency subgraph"
+  trigger:
+    type: revision_created
+    filter:
+      item_type: assembly
+  scope:
+    type: assembly
+  compute:
+    type: validate
+    command: create-validate
+    args:
+      rebuild_mode: incremental
+      check_interference: true
+  runner:
+    tags: [create]
+  timeout: 900
+  max_retries: 2
+  priority: 50
+```
+
+### STEP Export
+
+```yaml
+job:
+  name: part-export-step
+  version: 1
+  description: "Export a part to STEP format"
+  trigger:
+    type: manual
+  scope:
+    type: item
+  compute:
+    type: export
+    command: create-export
+    args:
+      format: step
+      output_key_template: "exports/{part_number}_rev{revision}.step"
+  runner:
+    tags: [create]
+  timeout: 300
+  max_retries: 1
+  priority: 100
+```
+
+---
+
+## 11. References
+
+- [DAG.md](DAG.md) -- Dependency DAG specification
+- [MULTI_USER_EDITS.md](MULTI_USER_EDITS.md) -- Multi-user editing specification
+- [ROADMAP.md](ROADMAP.md) -- Tier 0 Job Queue Infrastructure, Tier 1 Headless Create

docs/src/silo-server/frontend-spec.md

@@ -337,7 +337,7 @@ Supporting files:
 | File | Purpose |
 |------|---------|
 | `web/src/components/items/CategoryPicker.tsx` | Multi-stage domain/subcategory selector |
-| `web/src/components/items/FileDropZone.tsx` | Drag-and-drop file upload with MinIO presigned URLs |
+| `web/src/components/items/FileDropZone.tsx` | Drag-and-drop file upload |
 | `web/src/components/items/TagInput.tsx` | Multi-select tag input for projects |
 | `web/src/hooks/useFormDescriptor.ts` | Fetches and caches form descriptor from `/api/schemas/{name}/form` |
 | `web/src/hooks/useFileUpload.ts` | Manages presigned URL upload flow |
@@ -421,7 +421,7 @@ Below the picker, the selected category is shown as a breadcrumb: `Fasteners ›
 
 ### FileDropZone
 
-Handles drag-and-drop and click-to-browse file uploads with MinIO presigned URL flow.
+Handles drag-and-drop and click-to-browse file uploads.
 
 **Props**:
 
@@ -435,7 +435,7 @@ interface FileDropZoneProps {
 
 interface PendingAttachment {
   file: File;
-  objectKey: string;          // MinIO key after upload
+  objectKey: string;          // storage key after upload
   uploadProgress: number;     // 0-100
   uploadStatus: 'pending' | 'uploading' | 'complete' | 'error';
   error?: string;
@@ -462,7 +462,7 @@ Clicking the zone opens a hidden `<input type="file" multiple>`.
 
 1. On file selection/drop, immediately request a presigned upload URL: `POST /api/uploads/presign` with `{ filename, content_type, size }`.
 2. Backend returns `{ object_key, upload_url, expires_at }`.
-3. `PUT` the file directly to the presigned MinIO URL using `XMLHttpRequest` (for progress tracking).
+3. `PUT` the file directly to the presigned URL using `XMLHttpRequest` (for progress tracking).
 4. On completion, update `PendingAttachment.uploadStatus` to `'complete'` and store the `object_key`.
 5. The `object_key` is later sent to the item creation endpoint to associate the file.
 
@@ -589,10 +589,10 @@ Items 1-5 below are implemented. Item 4 (hierarchical categories) is resolved by
 ```
 POST /api/uploads/presign
 Request:  { "filename": "bracket.FCStd", "content_type": "application/octet-stream", "size": 2400000 }
-Response: { "object_key": "uploads/tmp/{uuid}/{filename}", "upload_url": "https://minio.../...", "expires_at": "2026-02-06T..." }
+Response: { "object_key": "uploads/tmp/{uuid}/{filename}", "upload_url": "https://...", "expires_at": "2026-02-06T..." }
 ```
 
-The Go handler generates a presigned PUT URL via the MinIO SDK. Objects are uploaded to a temporary prefix. On item creation, they're moved/linked to the item's permanent prefix.
+The Go handler generates a presigned PUT URL for direct upload. Objects are uploaded to a temporary prefix. On item creation, they're moved/linked to the item's permanent prefix.
 
 ### 2. File Association -- IMPLEMENTED
 
@@ -612,7 +612,7 @@ Request:  { "object_key": "uploads/tmp/{uuid}/thumb.png" }
 Response: 204
 ```
 
-Stores the thumbnail at `items/{item_id}/thumbnail.png` in MinIO. Updates `item.thumbnail_key` column.
+Stores the thumbnail at `items/{item_id}/thumbnail.png` in storage. Updates `item.thumbnail_key` column.
 
 ### 4. Hierarchical Categories -- IMPLEMENTED (via Form Descriptor)
 

docs/src/silo-server/overview.md

@@ -34,7 +34,7 @@ silo/
 │   ├── ods/               # ODS spreadsheet library
 │   ├── partnum/           # Part number generation
 │   ├── schema/            # YAML schema parsing
-│   ├── storage/           # MinIO file storage
+│   ├── storage/           # Filesystem storage
 │   └── testutil/          # Test helpers
 ├── web/                   # React SPA (Vite + TypeScript)
 │   └── src/
@@ -55,7 +55,7 @@ silo/
 
 See the **[Installation Guide](docs/INSTALL.md)** for complete setup instructions.
 
-**Docker Compose (quickest — includes PostgreSQL, MinIO, OpenLDAP, and Silo):**
+**Docker Compose (quickest — includes PostgreSQL, OpenLDAP, and Silo):**
 
 ```bash
 ./scripts/setup-docker.sh
@@ -65,7 +65,7 @@ docker compose -f deployments/docker-compose.allinone.yaml up -d
 **Development (local Go + Docker services):**
 
 ```bash
-make docker-up    # Start PostgreSQL + MinIO in Docker
+make docker-up    # Start PostgreSQL in Docker
 make run          # Run silo locally with Go
 ```
 
@@ -118,7 +118,7 @@ The server provides the REST API and ODS endpoints consumed by these clients.
 | [docs/AUTH_USER_GUIDE.md](docs/AUTH_USER_GUIDE.md) | User guide for login, tokens, and roles |
 | [docs/GAP_ANALYSIS.md](docs/GAP_ANALYSIS.md) | Gap analysis and revision control roadmap |
 | [docs/COMPONENT_AUDIT.md](docs/COMPONENT_AUDIT.md) | Component audit tool design |
-| [ROADMAP.md](ROADMAP.md) | Feature roadmap and SOLIDWORKS PDM comparison |
+| [docs/ROADMAP.md](docs/ROADMAP.md) | Platform roadmap, dependency tiers, and gap summary |
 | [frontend-spec.md](frontend-spec.md) | React SPA frontend specification |
 
 ## License

docs/src/solver/assembly-integration.md

@@ -0,0 +1,219 @@
+# Assembly Integration
+
+The Kindred solver integrates with FreeCAD's Assembly workbench through the KCSolve pluggable solver framework. This page describes the bridge layer, preference system, and interactive drag protocol.
+
+## KindredSolver class
+
+**Source:** `mods/solver/kindred_solver/solver.py`
+
+`KindredSolver` subclasses `kcsolve.IKCSolver` and implements the solver interface:
+
+```python
+class KindredSolver(kcsolve.IKCSolver):
+    def name(self):
+        return "Kindred (Newton-Raphson)"
+
+    def supported_joints(self):
+        return list(_SUPPORTED)  # 20 of 24 BaseJointKind values
+
+    def solve(self, ctx):        # Static solve
+    def diagnose(self, ctx):     # Constraint analysis
+    def pre_drag(self, ctx, drag_parts):   # Begin drag session
+    def drag_step(self, drag_placements):  # Mouse move during drag
+    def post_drag(self):                   # End drag session
+    def is_deterministic(self):  # Returns True
+```
+
+### Registration
+
+The solver is registered at addon load time via `Init.py`:
+
+```python
+import kcsolve
+from kindred_solver import KindredSolver
+kcsolve.register_solver("kindred", KindredSolver)
+```
+
+The `mods/solver/` directory is a FreeCAD addon discovered by the addon loader through its `package.xml` manifest.
+
+### Supported joints
+
+The Kindred solver handles 20 of the 24 `BaseJointKind` values. The remaining 4 are stubs that produce no residuals:
+
+| Supported | Stub (no residuals) |
+|-----------|-------------------|
+| Coincident, PointOnLine, PointInPlane, Concentric, Tangent, Planar, LineInPlane, Parallel, Perpendicular, Angle, Fixed, Revolute, Cylindrical, Slider, Ball, Screw, Universal, Gear, RackPinion, DistancePointPoint | Cam, Slot, DistanceCylSph, Custom |
+
+### Joint limits
+
+Joint travel limits (`Constraint.limits`) are accepted but not enforced. The solver logs a warning once per instance when limits are encountered. Enforcing inequality constraints requires active-set or barrier-method extensions beyond the current Newton-Raphson formulation.
+
+## Solver selection
+
+### C++ preference
+
+`AssemblyObject::getOrCreateSolver()` reads the user preference to select the solver backend:
+
+```cpp
+ParameterGrp::handle hGrp = App::GetApplication().GetParameterGroupByPath(
+    "User parameter:BaseApp/Preferences/Mod/Assembly");
+std::string solverName = hGrp->GetASCII("Solver", "");
+solver_ = KCSolve::SolverRegistry::instance().get(solverName);
+```
+
+An empty string (`""`) returns the registry default (the first solver registered, which is OndselSolver). Setting `"kindred"` selects the Kindred solver.
+
+`resetSolver()` clears the cached solver instance so the next solve picks up preference changes.
+
+### Preferences UI
+
+The Assembly preferences page (`Edit > Preferences > Assembly`) includes a "Solver backend" combo box populated from the registry at load time:
+
+- **Default** -- empty string, uses the registry default (OndselSolver)
+- **OndselSolver (Lagrangian)** -- `"ondsel"`
+- **Kindred (Newton-Raphson)** -- `"kindred"` (available when the solver addon is loaded)
+
+The preference is stored as `Mod/Assembly/Solver` in the FreeCAD parameter system.
+
+### Programmatic switching
+
+From the Python console:
+
+```python
+import FreeCAD
+pref = FreeCAD.ParamGet("User parameter:BaseApp/Preferences/Mod/Assembly")
+
+# Switch to Kindred
+pref.SetString("Solver", "kindred")
+
+# Switch back to default
+pref.SetString("Solver", "")
+
+# Force the active assembly to pick up the change
+if hasattr(FreeCADGui, "ActiveDocument"):
+    for obj in FreeCAD.ActiveDocument.Objects:
+        if hasattr(obj, "resetSolver"):
+            obj.resetSolver()
+```
+
+## Interactive drag protocol
+
+The drag protocol provides real-time constraint solving during viewport part dragging. It is a three-phase protocol with a caching layer that avoids rebuilding the constraint system on every mouse move.
+
+### pre_drag(ctx, drag_parts)
+
+Called when the user begins dragging. Builds the constraint system once, runs the substitution pre-pass, constructs the symbolic Jacobian, compiles the evaluator, performs an initial solve, and caches everything in a `_DragCache` for reuse across subsequent `drag_step()` calls.
+
+```python
+def pre_drag(self, ctx, drag_parts):
+    self._drag_ctx = ctx
+    self._drag_parts = set(drag_parts)
+
+    system = _build_system(ctx)
+
+    half_spaces = compute_half_spaces(...)
+    weight_vec = build_weight_vector(system.params)
+
+    residuals = substitution_pass(system.all_residuals, system.params)
+    # single_equation_pass is intentionally skipped — it bakes variable
+    # values as constants that become stale when dragged parts move.
+
+    jac_exprs = [[r.diff(name).simplify() for name in free] for r in residuals]
+    compiled_eval = try_compile_system(residuals, jac_exprs, ...)
+
+    # Initial solve (Newton-Raphson + BFGS fallback)
+    newton_solve(residuals, system.params, ...)
+
+    # Cache for drag_step() reuse
+    cache = _DragCache()
+    cache.system = system
+    cache.residuals = residuals
+    cache.jac_exprs = jac_exprs
+    cache.compiled_eval = compiled_eval
+    cache.half_spaces = half_spaces
+    cache.weight_vec = weight_vec
+    ...
+    return result
+```
+
+**Important:** `single_equation_pass` is not used in the drag path. It analytically solves single-variable equations and bakes the results as `Const()` nodes into downstream expressions. During drag, those baked values become stale when part positions change, causing constraints to silently stop being enforced. Only `substitution_pass` (which replaces genuinely grounded parameters) is safe to cache.
+
+### drag_step(drag_placements)
+
+Called on each mouse move. Updates only the dragged part's 7 parameter values in the cached `ParamTable`, then re-solves using the cached residuals, Jacobian, and compiled evaluator. No system rebuild occurs.
+
+```python
+def drag_step(self, drag_placements):
+    cache = self._drag_cache
+    params = cache.system.params
+
+    # Update only the dragged part's parameters
+    for pr in drag_placements:
+        pfx = pr.id + "/"
+        params.set_value(pfx + "tx", pr.placement.position[0])
+        params.set_value(pfx + "ty", pr.placement.position[1])
+        params.set_value(pfx + "tz", pr.placement.position[2])
+        params.set_value(pfx + "qw", pr.placement.quaternion[0])
+        params.set_value(pfx + "qx", pr.placement.quaternion[1])
+        params.set_value(pfx + "qy", pr.placement.quaternion[2])
+        params.set_value(pfx + "qz", pr.placement.quaternion[3])
+
+    # Solve with cached artifacts — no rebuild
+    newton_solve(cache.residuals, params, ...,
+                 jac_exprs=cache.jac_exprs,
+                 compiled_eval=cache.compiled_eval)
+
+    return result
+```
+
+### post_drag()
+
+Called when the drag ends. Clears the cached state.
+
+```python
+def post_drag(self):
+    self._drag_ctx = None
+    self._drag_parts = None
+    self._drag_cache = None
+```
+
+### _DragCache
+
+The cache holds all artifacts built in `pre_drag()` that are invariant across drag steps (constraint topology doesn't change during a drag):
+
+| Field | Contents |
+|-------|----------|
+| `system` | `_System` -- owns `ParamTable` and `Expr` trees |
+| `residuals` | `list[Expr]` -- after substitution pass |
+| `jac_exprs` | `list[list[Expr]]` -- symbolic Jacobian |
+| `compiled_eval` | `Callable` or `None` -- native compiled evaluator |
+| `half_spaces` | `list[HalfSpace]` -- branch trackers |
+| `weight_vec` | `ndarray` or `None` -- minimum-movement weights |
+| `post_step_fn` | `Callable` or `None` -- half-space correction callback |
+
+### Performance
+
+The caching layer eliminates the expensive per-frame overhead (~150 ms for system build + Jacobian construction + compilation). Each `drag_step()` only evaluates the cached expressions at updated parameter values:
+
+- Newton-Raphson converges in 1-2 iterations from a nearby initial guess
+- The compiled evaluator (`codegen.py`) uses native Python `exec` for flat evaluation, avoiding the recursive tree-walk overhead
+- The substitution pass compiles grounded-body parameters to constants, reducing the effective system size
+- DOF counting is skipped during drag for speed (`result.dof = -1`)
+
+## Diagnostics integration
+
+`diagnose(ctx)` builds the constraint system and runs overconstrained detection, returning a list of `kcsolve.ConstraintDiagnostic` objects. The Assembly module calls this to populate the constraint diagnostics panel.
+
+```python
+def diagnose(self, ctx):
+    system = _build_system(ctx)
+    residuals = substitution_pass(system.all_residuals, system.params)
+    return _run_diagnostics(residuals, system.params, system.residual_ranges, ctx)
+```
+
+## Not yet implemented
+
+- **Kinematic simulation** (`run_kinematic`, `num_frames`, `update_for_frame`) -- the base class defaults return `Failed`. Requires time-stepping integration with motion driver expression evaluation.
+- **Joint limit enforcement** -- inequality constraints need active-set or barrier solver extensions.
+- **Fixed-joint bundling** (`supports_bundle_fixed()` returns `False`) -- the solver receives unbundled parts; the Assembly module pre-bundles when needed.
+- **Native export** (`export_native()`) -- no solver-native debug format defined.

docs/src/solver/constraints.md

@@ -0,0 +1,116 @@
+# Constraints
+
+Each constraint type maps to a class that produces residual expressions. The residuals equal zero when the constraint is satisfied. The number of residuals equals the number of degrees of freedom removed.
+
+**Source:** `mods/solver/kindred_solver/constraints.py`, `mods/solver/kindred_solver/geometry.py`
+
+## Constraint vocabulary
+
+### Point constraints
+
+| Type | DOF removed | Residuals |
+|------|-------------|-----------|
+| **Coincident** | 3 | `p_i - p_j` (world-frame marker origins coincide) |
+| **PointOnLine** | 2 | Two components of `(p_i - p_j) x z_j` (point lies on line through `p_j` along `z_j`) |
+| **PointInPlane** | 1 | `(p_i - p_j) . z_j - offset` (signed distance to plane) |
+
+### Orientation constraints
+
+| Type | DOF removed | Residuals |
+|------|-------------|-----------|
+| **Parallel** | 2 | Two components of `z_i x z_j` (cross product of Z-axes is zero) |
+| **Perpendicular** | 1 | `z_i . z_j` (dot product of Z-axes is zero) |
+| **Angle** | 1 | `z_i . z_j - cos(angle)` |
+
+### Axis/surface constraints
+
+| Type | DOF removed | Residuals |
+|------|-------------|-----------|
+| **Concentric** | 4 | Parallel Z-axes (2) + point-on-line (2) |
+| **Tangent** | 1 | `(p_i - p_j) . z_j` (signed distance along normal) |
+| **Planar** | 3 | Parallel normals (2) + point-in-plane (1) |
+| **LineInPlane** | 2 | Point-in-plane (1) + `z_i . n_j` (line direction perpendicular to normal) (1) |
+
+### Kinematic joints
+
+| Type | DOF removed | DOF remaining | Residuals |
+|------|-------------|---------------|-----------|
+| **Fixed** | 6 | 0 | Coincident origins (3) + quaternion error imaginary parts (3) |
+| **Ball** | 3 | 3 | Coincident origins (same as Coincident) |
+| **Revolute** | 5 | 1 (rotation about Z) | Coincident origins (3) + parallel Z-axes (2) |
+| **Cylindrical** | 4 | 2 (rotation + slide) | Parallel Z-axes (2) + point-on-line (2) |
+| **Slider** | 5 | 1 (slide along Z) | Parallel Z-axes (2) + point-on-line (2) + twist lock: `x_i . y_j` (1) |
+| **Screw** | 5 | 1 (helical) | Cylindrical (4) + pitch coupling: `axial - pitch * qz_rel / pi` (1) |
+| **Universal** | 4 | 2 (rotation about each Z) | Coincident origins (3) + perpendicular Z-axes (1) |
+
+### Mechanical elements
+
+| Type | DOF removed | Residuals |
+|------|-------------|-----------|
+| **Gear** | 1 | `r_i * qz_i + r_j * qz_j` (coupled rotation via quaternion Z-components) |
+| **RackPinion** | 1 | `translation - 2 * pitch_radius * qz_i` (rotation-translation coupling) |
+| **Cam** | 0 | Stub (no residuals) |
+| **Slot** | 0 | Stub (no residuals) |
+
+### Distance constraints
+
+| Type | DOF removed | Residuals |
+|------|-------------|-----------|
+| **DistancePointPoint** | 1 | `\|p_i - p_j\|^2 - d^2` (squared form avoids sqrt in Jacobian) |
+| **DistanceCylSph** | 0 | Stub (geometry classification dependent) |
+
+## Marker convention
+
+Every constraint references two parts (`body_i`, `body_j`) with local coordinate frames called markers. Each marker has a position (attachment point on the part) and a quaternion (orientation).
+
+The marker Z-axis defines the constraint direction:
+- **Revolute:** Z-axis = hinge axis
+- **Planar:** Z-axis = face normal
+- **PointOnLine:** Z-axis = line direction
+- **Slider:** Z-axis = slide direction
+
+The solver computes world-frame marker axes by composing the body quaternion with the marker quaternion: `q_world = q_body * q_marker`, then rotating unit vectors through the result.
+
+## Fixed constraint orientation
+
+The Fixed constraint locks all 6 DOF using a quaternion error formulation:
+
+1. Compute total orientation: `q_i = q_body_i * q_marker_i`, `q_j = q_body_j * q_marker_j`
+2. Compute relative quaternion: `q_err = conj(q_i) * q_j`
+3. When orientations match, `q_err` is the identity quaternion `(1, 0, 0, 0)`
+4. Residuals are the three imaginary components of `q_err` (should be zero)
+
+The quaternion normalization constraint on each body provides the fourth equation needed to fully determine the quaternion.
+
+## Rotation proxies for mechanical constraints
+
+Gear, RackPinion, and Screw constraints need to measure rotation angles. Rather than extracting Euler angles (which would introduce transcendentals), they use the Z-component of a relative quaternion as a proxy:
+
+```
+q_local = conj(q_marker) * q_body * q_marker
+angle ~ 2 * qz_local  (for small angles)
+```
+
+This is exact at the solution and has correct gradient direction, which is sufficient for Newton-Raphson convergence from a nearby initial guess.
+
+## Geometry helpers
+
+The `geometry.py` module provides Expr-level vector operations used by constraint classes:
+
+- `marker_z_axis(body, marker_quat)` -- world-frame Z-axis via `quat_rotate(q_body * q_marker, [0,0,1])`
+- `marker_x_axis(body, marker_quat)` -- world-frame X-axis (used by Slider twist lock)
+- `marker_y_axis(body, marker_quat)` -- world-frame Y-axis (used by Slider twist lock)
+- `dot3(a, b)` -- dot product of Expr triples
+- `cross3(a, b)` -- cross product of Expr triples
+- `point_plane_distance(point, origin, normal)` -- signed distance
+- `point_line_perp_components(point, origin, dir)` -- two perpendicular distance components
+
+## Writing a new constraint
+
+To add a constraint type:
+
+1. Subclass `ConstraintBase` in `constraints.py`
+2. Implement `residuals()` returning a list of `Expr` nodes
+3. Add a case in `solver.py:_build_constraint()` to instantiate it from `BaseJointKind`
+4. Add the `BaseJointKind` value to `_SUPPORTED` in `solver.py`
+5. Add the residual count to the tables in `decompose.py`

docs/src/solver/diagnostics.md

@@ -0,0 +1,117 @@
+# Diagnostics
+
+The solver provides three levels of constraint analysis: system-wide DOF counting, per-entity DOF decomposition, and overconstrained/conflicting constraint detection.
+
+## DOF counting
+
+**Source:** `mods/solver/kindred_solver/dof.py`
+
+Degrees of freedom are computed from the Jacobian rank:
+
+```
+DOF = n_free_params - rank(J)
+```
+
+Where `n_free_params` is the number of non-fixed parameters and `rank(J)` is the numerical rank of the Jacobian evaluated at current parameter values (SVD with tolerance `1e-8`).
+
+A well-constrained assembly has `DOF = 0` (exactly enough constraints to determine all positions). Positive DOF means underconstrained (parts can still move). Negative DOF is not possible with this formulation -- instead, rank deficiency in an overdetermined system indicates redundant constraints.
+
+The DOF value is reported in `SolveResult.dof` after every solve.
+
+## Per-entity DOF
+
+**Source:** `mods/solver/kindred_solver/diagnostics.py`
+
+`per_entity_dof()` breaks down the DOF count per body, identifying which motions remain free for each part:
+
+1. Build the full Jacobian
+2. For each non-grounded body, extract the 7 columns corresponding to its parameters
+3. Compute SVD of the sub-matrix; rank = number of constrained directions
+4. `remaining_dof = 7 - rank` (includes the quaternion normalization constraint counted in the rank)
+5. Classify null-space vectors as free motions by analyzing their translation vs. rotation components:
+   - Pure translation: >80% of the null vector's energy is in `tx, ty, tz` components
+   - Pure rotation: >80% of the energy is in `qw, qx, qy, qz` components
+   - Helical: mixed
+
+Returns a list of `EntityDOF` dataclasses:
+
+```python
+@dataclass
+class EntityDOF:
+    entity_id: str
+    remaining_dof: int
+    free_motions: list[str]  # e.g., ["rotation about Z", "translation along X"]
+```
+
+## Overconstrained detection
+
+**Source:** `mods/solver/kindred_solver/diagnostics.py`
+
+`find_overconstrained()` identifies redundant and conflicting constraints when the system is overconstrained (Jacobian is rank-deficient). It runs automatically when `solve()` fails to converge.
+
+### Algorithm
+
+Following the approach used by SolvSpace:
+
+1. **Check rank.** Build the full Jacobian `J`, compute its rank via SVD. If `rank == n_residuals`, the system is not overconstrained -- return empty.
+
+2. **Find redundant constraints.** For each constraint, temporarily remove its rows from J and re-check rank. If the rank is preserved, the constraint is **redundant** (removing it doesn't change the system's effective equations).
+
+3. **Distinguish conflicting from merely redundant.** Compute the left null space of J (columns of U beyond the rank). Project the residual vector onto this null space:
+   ```
+   null_residual = U_null^T @ r
+   residual_projection = U_null @ null_residual
+   ```
+   If a redundant constraint's residuals have significant projection onto the null space, it is **conflicting** -- it's both redundant and unsatisfied, meaning it contradicts other constraints.
+
+### Diagnostic output
+
+Returns `ConstraintDiag` dataclasses:
+
+```python
+@dataclass
+class ConstraintDiag:
+    constraint_index: int
+    kind: str           # "redundant" or "conflicting"
+    detail: str         # Human-readable explanation
+```
+
+These are converted to `kcsolve.ConstraintDiagnostic` objects in the IKCSolver bridge:
+
+| ConstraintDiag.kind | kcsolve.DiagnosticKind |
+|---------------------|----------------------|
+| `"redundant"` | `Redundant` |
+| `"conflicting"` | `Conflicting` |
+
+### Example
+
+Two Fixed joints between the same pair of parts:
+
+- Joint A: 6 residuals (3 position + 3 orientation)
+- Joint B: 6 residuals (same as Joint A)
+
+Jacobian rank = 6 (Joint B's rows are linearly dependent on Joint A's). Both joints are detected as redundant. If the joints specify different relative positions, both are also flagged as conflicting.
+
+## Solution preferences
+
+**Source:** `mods/solver/kindred_solver/preference.py`
+
+Solution preferences guide the solver toward physically intuitive solutions when multiple valid configurations exist.
+
+### Minimum-movement weighting
+
+The weight vector scales the Newton step to prefer solutions near the initial configuration. Translation parameters get weight `1.0`, quaternion parameters get weight `(180/pi)^2 ~ 3283`. This makes a 1-radian rotation equally "expensive" as a ~57-unit translation.
+
+The weighted minimum-norm step is:
+
+```
+J_scaled = J @ diag(W^{-1/2})
+dx_scaled = lstsq(J_scaled, -r)
+dx = dx_scaled * W^{-1/2}
+```
+
+This produces the minimum-norm solution in the weighted parameter space, biasing toward small movements.
+
+### Half-space tracking
+
+Described in detail in [Solving Algorithms: Half-space tracking](solving.md#half-space-tracking). Preserves the initial configuration's "branch" for constraints with multiple valid solutions by detecting and correcting branch crossings during iteration.

docs/src/solver/expression-dag.md

@@ -0,0 +1,96 @@
+# Expression DAG
+
+The expression DAG is the foundation of the Kindred solver. All constraint equations, Jacobian entries, and residuals are built as immutable trees of `Expr` nodes. This lets the solver compute exact symbolic derivatives and simplify constant sub-expressions before the iterative solve loop.
+
+**Source:** `mods/solver/kindred_solver/expr.py`
+
+## Node types
+
+Every node is a subclass of `Expr` and implements three methods:
+
+- `eval(env)` -- evaluate the expression given a name-to-value dictionary
+- `diff(var)` -- return a new Expr tree for the partial derivative with respect to `var`
+- `simplify()` -- return an algebraically simplified copy
+
+### Leaf nodes
+
+| Node | Description | diff(x) |
+|------|-------------|---------|
+| `Const(v)` | Literal floating-point value | 0 |
+| `Var(name)` | Named parameter (from `ParamTable`) | 1 if name matches, else 0 |
+
+### Unary nodes
+
+| Node | Description | diff(x) |
+|------|-------------|---------|
+| `Neg(f)` | Negation: `-f` | `-f'` |
+| `Sin(f)` | Sine: `sin(f)` | `cos(f) * f'` |
+| `Cos(f)` | Cosine: `cos(f)` | `-sin(f) * f'` |
+| `Sqrt(f)` | Square root: `sqrt(f)` | `f' / (2 * sqrt(f))` |
+
+### Binary nodes
+
+| Node | Description | diff(x) |
+|------|-------------|---------|
+| `Add(a, b)` | Sum: `a + b` | `a' + b'` |
+| `Sub(a, b)` | Difference: `a - b` | `a' - b'` |
+| `Mul(a, b)` | Product: `a * b` | `a'b + ab'` (product rule) |
+| `Div(a, b)` | Quotient: `a / b` | `(a'b - ab') / b^2` (quotient rule) |
+| `Pow(a, n)` | Power: `a^n` (constant exponent only) | `n * a^(n-1) * a'` |
+
+### Sentinels
+
+`ZERO = Const(0.0)` and `ONE = Const(1.0)` are pre-allocated constants used by `diff()` to avoid allocating trivial nodes.
+
+## Operator overloading
+
+Python's arithmetic operators are overloaded on `Expr`, so constraints can be written in natural notation:
+
+```python
+from kindred_solver.expr import Var, Const
+
+x = Var("x")
+y = Var("y")
+
+# Build the expression: x^2 + 2*x*y - 1
+expr = x**2 + 2*x*y - Const(1.0)
+
+# Evaluate at x=3, y=4
+expr.eval({"x": 3.0, "y": 4.0})  # 32.0
+
+# Symbolic derivative w.r.t. x
+dx = expr.diff("x").simplify()  # 2*x + 2*y
+dx.eval({"x": 3.0, "y": 4.0})   # 14.0
+```
+
+The `_wrap()` helper coerces plain `int` and `float` values to `Const` nodes automatically, so `2 * x` works without wrapping the `2`.
+
+## Simplification
+
+`simplify()` applies algebraic identities bottom-up:
+
+- Constant folding: `Const(2) + Const(3)` becomes `Const(5)`
+- Identity elimination: `x + 0 = x`, `x * 1 = x`, `x^0 = 1`, `x^1 = x`
+- Zero propagation: `0 * x = 0`
+- Negation collapse: `-(-x) = x`
+- Power expansion: `x^2` becomes `x * x` (avoids `pow()` in evaluation)
+
+Simplification is applied once to each Jacobian entry after symbolic differentiation, before the solve loop begins. This reduces the expression tree size and speeds up repeated evaluation.
+
+## How the solver uses expressions
+
+1. **Parameter registration.** `ParamTable.add("Part001/tx", 10.0)` creates a `Var("Part001/tx")` node and records its current value.
+
+2. **Constraint building.** Constraint classes compose `Var` nodes with arithmetic to produce residual `Expr` trees. For example, `CoincidentConstraint` builds `body_i.world_point() - body_j.world_point()`, producing 3 residual expressions.
+
+3. **Jacobian construction.** Newton-Raphson calls `r.diff(name).simplify()` for every (residual, free parameter) pair to build the symbolic Jacobian. This happens once before the solve loop.
+
+4. **Evaluation.** Each Newton iteration calls `expr.eval(env)` on every residual and Jacobian entry using the current parameter snapshot. `eval()` is a simple recursive tree walk with dictionary lookups.
+
+## Design notes
+
+**Why not numpy directly?** Symbolic expressions give exact derivatives without finite-difference approximations, and enable pre-passes (substitution, single-equation solve) that can eliminate variables before the iterative solver runs. The overhead of tree evaluation is acceptable for the problem sizes encountered in assembly solving (typically tens to hundreds of variables).
+
+**Why immutable?** Immutability means `diff()` can safely share sub-tree references between the original and derivative expressions. It also simplifies the substitution pass, which rebuilds trees with `Const` nodes replacing fixed `Var` nodes.
+
+**Limitations.** `Pow` differentiation only supports constant exponents. Variable exponents would require logarithmic differentiation (`d/dx f^g = f^g * (g' * ln(f) + g * f'/f)`), which hasn't been needed for assembly constraints.

docs/src/solver/overview.md

@@ -0,0 +1,92 @@
+# Kindred Solver Overview
+
+The Kindred solver is an expression-based Newton-Raphson constraint solver for the Assembly workbench. It is a pure-Python implementation that registers as a pluggable backend through the [KCSolve framework](../architecture/ondsel-solver.md), providing an alternative to the built-in OndselSolver (Lagrangian) backend.
+
+## Architecture
+
+```
+                            Assembly Module
+                                  │
+                      ┌───────────┴───────────┐
+                      │    SolverRegistry      │
+                      │  get("kindred")        │
+                      └───────────┬───────────┘
+                                  │
+                      ┌───────────┴───────────┐
+                      │    KindredSolver       │
+                      │  (kcsolve.IKCSolver)   │
+                      └───────────┬───────────┘
+                                  │
+              ┌───────────────────┼───────────────────┐
+              │                   │                   │
+     ┌────────┴────────┐  ┌──────┴──────┐  ┌────────┴────────┐
+     │  _build_system  │  │  Solve      │  │  Diagnostics    │
+     │  ────────────── │  │  ─────      │  │  ───────────    │
+     │  ParamTable     │  │  pre-passes │  │  DOF counting   │
+     │  RigidBody      │  │  Newton-R   │  │  overconstrained│
+     │  Constraints    │  │  BFGS       │  │  per-entity DOF │
+     │  Residuals      │  │  decompose  │  │  half-spaces    │
+     └─────────────────┘  └─────────────┘  └─────────────────┘
+```
+
+## Design principles
+
+**Symbolic differentiation.** All constraint equations are built as immutable expression DAGs (`Expr` trees). The Jacobian is computed symbolically via `expr.diff()` rather than finite differences. This gives exact derivatives, avoids numerical step-size tuning, and allows pre-passes to simplify or eliminate trivial equations before the iterative solver runs.
+
+**Residual-based formulation.** Each constraint produces a list of residual expressions that should evaluate to zero when satisfied. A Coincident constraint produces 3 residuals (dx, dy, dz), a Revolute produces 5 (3 position + 2 axis alignment), and so on. The solver minimizes the residual vector norm.
+
+**Unit quaternions for rotation.** Orientation is parameterized as a unit quaternion (w, x, y, z) rather than Euler angles, avoiding gimbal lock. A quaternion normalization residual (qw^2 + qx^2 + qy^2 + qz^2 - 1 = 0) is added for each free body, and quaternions are re-projected onto the unit sphere after each Newton step.
+
+**Current placements as initial guess.** The solver uses the parts' current positions as the initial guess, so it naturally converges to the nearest solution. Combined with half-space tracking, this produces physically intuitive results without branch-switching surprises.
+
+## Solve pipeline
+
+When `KindredSolver.solve(ctx)` is called with a `SolveContext`:
+
+1. **Build system** (`_build_system`) -- Create a `ParamTable` with 7 parameters per part (tx, ty, tz, qw, qx, qy, qz). Grounded parts have all parameters fixed. Build constraint objects from the context, collect their residual expressions, and add quaternion normalization residuals for free bodies.
+
+2. **Solution preferences** -- Compute half-space trackers for branching constraints (Distance, Parallel, Angle, Perpendicular) and build a minimum-movement weight vector that penalizes quaternion changes more than translation changes.
+
+3. **Pre-passes** -- Run the substitution pass (replace fixed parameters with constants) and the single-equation pass (analytically solve residuals with only one free variable).
+
+4. **Solve** -- For assemblies with 8+ free bodies, decompose the constraint graph into biconnected components and solve each cluster independently. For smaller assemblies, solve the full system monolithically. In both cases, use Newton-Raphson first, falling back to L-BFGS-B if Newton doesn't converge.
+
+5. **Post-process** -- Count degrees of freedom via Jacobian SVD rank. On failure, run overconstrained detection to identify redundant or conflicting constraints. Extract solved placements from the parameter table.
+
+## Module map
+
+| Module | Purpose |
+|--------|---------|
+| `solver.py` | `KindredSolver` class: IKCSolver bridge, solve/diagnose/drag entry points |
+| `expr.py` | Immutable expression DAG with eval, diff, simplify |
+| `params.py` | Parameter table: named variables with fixed/free tracking |
+| `entities.py` | `RigidBody`: 7-DOF entity owning solver parameters |
+| `quat.py` | Quaternion rotation as polynomial Expr trees |
+| `geometry.py` | Marker axis extraction, vector ops (dot, cross, point-plane, point-line) |
+| `constraints.py` | 24 constraint classes producing residual expressions |
+| `newton.py` | Newton-Raphson with symbolic Jacobian, quaternion renormalization |
+| `bfgs.py` | L-BFGS-B fallback via scipy |
+| `prepass.py` | Substitution pass and single-equation analytical solve |
+| `decompose.py` | Biconnected component graph decomposition and cluster-by-cluster solving |
+| `dof.py` | DOF counting via Jacobian SVD rank |
+| `diagnostics.py` | Overconstrained detection, per-entity DOF classification |
+| `preference.py` | Half-space tracking and minimum-movement weighting |
+
+## File locations
+
+- **Solver addon:** `mods/solver/` (git submodule)
+- **KCSolve C++ framework:** `src/Mod/Assembly/Solver/`
+- **Python bindings:** `src/Mod/Assembly/Solver/bindings/`
+- **Integration tests:** `src/Mod/Assembly/AssemblyTests/TestKindredSolverIntegration.py`
+- **Unit tests:** `mods/solver/tests/`
+
+## Related
+
+- [Expression DAG](expression-dag.md) -- the Expr type system
+- [Constraints](constraints.md) -- constraint vocabulary and residuals
+- [Solving algorithms](solving.md) -- Newton-Raphson, BFGS, decomposition
+- [Diagnostics](diagnostics.md) -- DOF counting, overconstrained detection
+- [Assembly integration](assembly-integration.md) -- IKCSolver bridge, preferences, drag
+- [Writing a custom solver](writing-a-solver.md) -- tutorial
+- [KCSolve architecture](../architecture/ondsel-solver.md) -- pluggable solver framework
+- [KCSolve Python API](../reference/kcsolve-python.md) -- kcsolve module reference

docs/src/solver/solving.md

@@ -0,0 +1,128 @@
+# Solving Algorithms
+
+The Kindred solver uses a multi-stage pipeline: pre-passes reduce the system, Newton-Raphson iterates toward a solution, and L-BFGS-B provides a fallback. For large assemblies, graph decomposition splits the system into independent clusters solved in sequence.
+
+## Pre-passes
+
+**Source:** `mods/solver/kindred_solver/prepass.py`
+
+Pre-passes run before the iterative solver and can eliminate variables analytically, reducing the problem size and improving convergence.
+
+### Substitution pass
+
+Replaces all fixed-parameter `Var` nodes with `Const` nodes carrying their current values, then simplifies. This compiles grounded-body parameters and previously-solved variables out of the expression trees.
+
+After substitution, residuals involving only fixed parameters simplify to constants (typically zero), and Jacobian entries for those parameters become exactly zero. This reduces the effective system size without changing the linear algebra.
+
+### Single-equation pass
+
+Scans residuals for any that depend on exactly one free variable. If the residual is linear in that variable (`a*x + b = 0`), it solves `x = -b/a` analytically, fixes the variable, and re-substitutes.
+
+The pass repeats until no more single-variable residuals can be solved. This handles cascading dependencies: solving one variable may reduce another residual to single-variable form.
+
+## Newton-Raphson
+
+**Source:** `mods/solver/kindred_solver/newton.py`
+
+The primary iterative solver. Each iteration:
+
+1. Evaluate the residual vector `r` and check convergence (`||r|| < tol`)
+2. Evaluate the Jacobian matrix `J` by calling `expr.eval()` on pre-computed symbolic derivatives
+3. Solve `J @ dx = -r` via `numpy.linalg.lstsq` (handles rank-deficient systems)
+4. Update parameters: `x += dx`
+5. Apply half-space correction (if configured)
+6. Re-normalize quaternions to unit length
+
+### Symbolic Jacobian
+
+The Jacobian is built once before the solve loop by calling `r.diff(name).simplify()` for every (residual, free parameter) pair. The resulting `Expr` trees are stored and re-evaluated at the current parameter values each iteration. This gives exact derivatives with no step-size tuning.
+
+### Weighted minimum-norm
+
+When a weight vector is provided, the step is column-scaled to produce the weighted minimum-norm solution. The solver scales J by W^{-1/2}, solves the scaled system, then unscales the step. This biases the solver toward solutions requiring smaller parameter changes in high-weight dimensions.
+
+The default weight vector assigns `1.0` to translation parameters and `~3283` to quaternion parameters (the square of 180/pi), making a 1-radian rotation equivalent to a ~57-unit translation. This produces physically intuitive solutions that prefer translating over rotating.
+
+### Quaternion renormalization
+
+After each Newton step, quaternion parameter groups `(qw, qx, qy, qz)` are re-projected onto the unit sphere by dividing by their norm. This prevents the quaternion from drifting away from unit length during iteration (the quaternion normalization residual only enforces this at convergence, not during intermediate steps).
+
+If a quaternion degenerates to near-zero norm, it is reset to the identity quaternion `(1, 0, 0, 0)`.
+
+### Convergence
+
+Newton-Raphson runs for up to 100 iterations with tolerance `1e-10` on the residual norm. For well-conditioned systems near the solution, convergence is typically quadratic (3-5 iterations). Interactive drag from a nearby position typically converges in 1-2 iterations.
+
+## L-BFGS-B fallback
+
+**Source:** `mods/solver/kindred_solver/bfgs.py`
+
+If Newton-Raphson fails to converge, L-BFGS-B minimizes the sum of squared residuals: `f(x) = 0.5 * sum(r_i^2)`. This is a quasi-Newton method that approximates the Hessian from gradient history, with bounded memory usage.
+
+The gradient is computed analytically from the same symbolic Jacobian: `grad = J^T @ r`. This is passed directly to `scipy.optimize.minimize` via the `jac=True` interface to avoid redundant function evaluations.
+
+L-BFGS-B is more robust for ill-conditioned systems where the Jacobian is nearly singular, but converges more slowly (superlinear rather than quadratic). It runs for up to 200 iterations.
+
+If scipy is not available, the fallback is skipped gracefully.
+
+## Graph decomposition
+
+**Source:** `mods/solver/kindred_solver/decompose.py`
+
+For assemblies with 8 or more free bodies, the solver decomposes the constraint graph into clusters and solves them independently. This improves performance for large assemblies by reducing the Jacobian size from O(n^2) to the sum of smaller cluster Jacobians.
+
+### Algorithm
+
+1. **Build constraint graph.** Bodies are nodes, constraints are edges weighted by their residual count (DOF removed). Grounded bodies are tagged.
+
+2. **Find biconnected components.** Using `networkx.biconnected_components()`, decompose the graph into rigid clusters. Articulation points (bodies shared between clusters) are identified.
+
+3. **Build block-cut tree.** A bipartite graph of clusters and articulation points, rooted at a grounded cluster.
+
+4. **BFS ordering.** Traverse the block-cut tree root-to-leaf, producing a solve order where grounded clusters come first and boundary conditions propagate outward.
+
+5. **Solve each cluster.** For each cluster in order:
+   - Fix boundary bodies that were already solved by previous clusters (their parameters become constants)
+   - Collect the cluster's residuals and quaternion normalization equations
+   - Run substitution pass (compiles fixed boundary values to constants)
+   - Newton-Raphson + BFGS fallback on the reduced system
+   - Mark the cluster's bodies as solved
+   - Unfix boundary parameters for downstream clusters
+
+### Example
+
+Consider a chain of 4 bodies: `Ground -- A -- B -- C` with joints at each connection. This decomposes into two biconnected components (if the joints create articulation points):
+
+- Cluster 1: {Ground, A} -- solved first (grounded)
+- Cluster 2: {A, B, C} -- solved second with A's parameters fixed to Cluster 1's result
+
+The 21-variable monolithic system (3 free bodies x 7 params) becomes two smaller systems solved in sequence.
+
+### Disconnected sub-assemblies
+
+The decomposition also handles disconnected components. Each connected component of the constraint graph is decomposed independently. Components without a grounded body will fail to solve (returning `NoGroundedParts`).
+
+### Pebble game integration
+
+The `classify_cluster_rigidity()` function uses the pebble game algorithm from `GNN/solver/datagen/` to classify clusters as well-constrained, underconstrained, overconstrained, or mixed. This provides fast O(n) rigidity analysis without running the full solver.
+
+## Half-space tracking
+
+**Source:** `mods/solver/kindred_solver/preference.py`
+
+Many constraints have multiple valid solutions (branches). A distance constraint between two points can be satisfied with the points on either side of each other. Parallel axes can point in the same or opposite directions.
+
+Half-space tracking preserves the initial configuration branch:
+
+1. **At setup:** Evaluate an indicator function for each branching constraint. Record its sign as the reference branch.
+
+2. **After each Newton step:** Re-evaluate the indicator. If the sign flipped, apply a correction to push the solution back to the reference branch.
+
+Tracked constraint types:
+
+| Constraint | Indicator | Correction |
+|-----------|-----------|------------|
+| DistancePointPoint (d > 0) | Dot product of displacement with reference direction | Reflect the moving body's position |
+| Parallel | `z_i . z_j` (same vs. opposite direction) | None (tracked for monitoring) |
+| Angle | Dominant cross product component | None (tracked for monitoring) |
+| Perpendicular | Dominant cross product component | None (tracked for monitoring) |

docs/src/solver/writing-a-solver.md

@@ -0,0 +1,256 @@
+# Writing a Custom Solver
+
+The KCSolve framework lets you implement a solver backend in pure Python, register it at runtime, and select it through the Assembly preferences. This tutorial walks through building a minimal solver and then extending it.
+
+## Minimal solver
+
+A solver must subclass `kcsolve.IKCSolver` and implement three methods:
+
+```python
+import kcsolve
+
+class MySolver(kcsolve.IKCSolver):
+    def __init__(self):
+        super().__init__()  # required for pybind11 trampoline
+
+    def name(self):
+        return "My Custom Solver"
+
+    def supported_joints(self):
+        return [
+            kcsolve.BaseJointKind.Fixed,
+            kcsolve.BaseJointKind.Revolute,
+        ]
+
+    def solve(self, ctx):
+        result = kcsolve.SolveResult()
+
+        # Find grounded parts
+        grounded = {p.id for p in ctx.parts if p.grounded}
+        if not grounded:
+            result.status = kcsolve.SolveStatus.NoGroundedParts
+            return result
+
+        # Your solving logic here...
+        # For each non-grounded part, compute its solved placement
+        for part in ctx.parts:
+            if part.grounded:
+                continue
+            pr = kcsolve.SolveResult.PartResult()
+            pr.id = part.id
+            pr.placement = part.placement  # use current placement as placeholder
+            result.placements = result.placements + [pr]
+
+        result.status = kcsolve.SolveStatus.Success
+        result.dof = 0
+        return result
+```
+
+Register it:
+
+```python
+kcsolve.register_solver("my_solver", MySolver)
+```
+
+Test it from the FreeCAD console:
+
+```python
+solver = kcsolve.load("my_solver")
+print(solver.name())  # "My Custom Solver"
+
+ctx = kcsolve.SolveContext()
+# ... build context ...
+result = solver.solve(ctx)
+print(result.status)  # SolveStatus.Success
+```
+
+## Addon packaging
+
+To make your solver load automatically, create a FreeCAD addon:
+
+```
+my_solver_addon/
+  package.xml          # Addon manifest
+  Init.py              # Registration entry point
+  my_solver/
+    __init__.py
+    solver.py          # MySolver class
+```
+
+**package.xml:**
+```xml
+<?xml version="1.0" encoding="UTF-8"?>
+<package format="1">
+  <name>MyCustomSolver</name>
+  <description>Custom assembly constraint solver</description>
+  <version>0.1.0</version>
+  <content>
+    <preferencepack>
+      <name>MySolver</name>
+    </preferencepack>
+  </content>
+</package>
+```
+
+**Init.py:**
+```python
+import kcsolve
+from my_solver.solver import MySolver
+kcsolve.register_solver("my_solver", MySolver)
+```
+
+Place the addon in the FreeCAD Mod directory or as a git submodule in `mods/`.
+
+## Working with SolveContext
+
+The `SolveContext` contains everything the solver needs:
+
+### Parts
+
+```python
+for part in ctx.parts:
+    print(f"{part.id}: grounded={part.grounded}")
+    print(f"  position: {list(part.placement.position)}")
+    print(f"  quaternion: {list(part.placement.quaternion)}")
+    print(f"  mass: {part.mass}")
+```
+
+Each part has 7 degrees of freedom: 3 translation (x, y, z) and 4 quaternion components (w, x, y, z) with a unit-norm constraint reducing the rotational DOF to 3.
+
+**Quaternion convention:** `(w, x, y, z)` where `w` is the scalar part. This differs from FreeCAD's `Base.Rotation(x, y, z, w)`. The adapter layer handles the swap.
+
+### Constraints
+
+```python
+for c in ctx.constraints:
+    if not c.activated:
+        continue
+    print(f"{c.id}: {c.type} between {c.part_i} and {c.part_j}")
+    print(f"  marker_i: pos={list(c.marker_i.position)}, "
+          f"quat={list(c.marker_i.quaternion)}")
+    print(f"  params: {list(c.params)}")
+    print(f"  limits: {len(c.limits)}")
+```
+
+The marker transforms define local coordinate frames on each part. The constraint type determines what geometric relationship is enforced between these frames.
+
+### Returning results
+
+```python
+result = kcsolve.SolveResult()
+result.status = kcsolve.SolveStatus.Success
+result.dof = computed_dof
+
+placements = []
+for part_id, pos, quat in solved_parts:
+    pr = kcsolve.SolveResult.PartResult()
+    pr.id = part_id
+    pr.placement = kcsolve.Transform()
+    pr.placement.position = list(pos)
+    pr.placement.quaternion = list(quat)
+    placements.append(pr)
+result.placements = placements
+
+return result
+```
+
+**Important:** pybind11 list fields return copies. Use `result.placements = [...]` (whole-list assignment), not `result.placements.append(...)`.
+
+## Adding optional capabilities
+
+### Diagnostics
+
+Override `diagnose()` to detect overconstrained or malformed assemblies:
+
+```python
+def diagnose(self, ctx):
+    diagnostics = []
+    # ... analyze constraints ...
+    d = kcsolve.ConstraintDiagnostic()
+    d.constraint_id = "Joint001"
+    d.kind = kcsolve.DiagnosticKind.Redundant
+    d.detail = "This joint duplicates Joint002"
+    diagnostics.append(d)
+    return diagnostics
+```
+
+### Interactive drag
+
+Override the three drag methods for real-time viewport dragging:
+
+```python
+def pre_drag(self, ctx, drag_parts):
+    self._ctx = ctx
+    self._dragging = set(drag_parts)
+    return self.solve(ctx)
+
+def drag_step(self, drag_placements):
+    # Update dragged parts in stored context
+    for pr in drag_placements:
+        for part in self._ctx.parts:
+            if part.id == pr.id:
+                part.placement = pr.placement
+                break
+    return self.solve(self._ctx)
+
+def post_drag(self):
+    self._ctx = None
+    self._dragging = None
+```
+
+For responsive dragging, the solver should converge quickly from a nearby initial guess. Use warm-starting (current placements as initial guess) and consider caching internal state across drag steps.
+
+### Incremental update
+
+Override `update()` for the case where only constraint parameters changed (not topology):
+
+```python
+def update(self, ctx):
+    # Reuse cached factorization, only re-evaluate changed residuals
+    return self.solve(ctx)  # default: just re-solve
+```
+
+## Testing
+
+### Unit tests (without FreeCAD)
+
+Test your solver logic with hand-built `SolveContext` objects:
+
+```python
+import kcsolve
+
+def test_fixed_joint():
+    ctx = kcsolve.SolveContext()
+
+    base = kcsolve.Part()
+    base.id = "base"
+    base.grounded = True
+
+    arm = kcsolve.Part()
+    arm.id = "arm"
+    arm.placement.position = [100.0, 0.0, 0.0]
+
+    joint = kcsolve.Constraint()
+    joint.id = "Joint001"
+    joint.part_i = "base"
+    joint.part_j = "arm"
+    joint.type = kcsolve.BaseJointKind.Fixed
+
+    ctx.parts = [base, arm]
+    ctx.constraints = [joint]
+
+    solver = MySolver()
+    result = solver.solve(ctx)
+    assert result.status == kcsolve.SolveStatus.Success
+```
+
+### Integration tests (with FreeCAD)
+
+For integration testing within FreeCAD, follow the pattern in `TestKindredSolverIntegration.py`: set the solver preference in `setUp()`, create document objects, and verify solve results.
+
+## Reference
+
+- [KCSolve Python API](../reference/kcsolve-python.md) -- complete type and function reference
+- [KCSolve Architecture](../architecture/ondsel-solver.md) -- C++ framework details
+- [Constraints](constraints.md) -- constraint types and residual counts
+- [Kindred Solver Overview](overview.md) -- how the built-in Kindred solver works

icons/mappings/FCAD.csv

@@ -0,0 +1,43 @@
+#fce94f,#edd400,#c4a000,#302b00
+#8ae234,#73d216,#4e9a06,#172a04
+#fcaf3e,#f57900,#ce5c00,#321900
+#729fcf,#3465a4,#204a87,#0b1521
+#ad7fa8,#75507b,#5c3566,#171018
+#e9b96e,#c17d11,#8f5902,#271903
+#ef2929,#cc0000,#a40000,#280000
+#34e0e2,#16d0d2,#06989a,#042a2a
+#ffffff,#eeeeec,#d3d7cf,#babdb6
+#888a85,#555753,#2e3436,#000000
+#faff2b,#fff520,#fff110,#fff300
+#ffe83f,#ffe100,#ffed00,#ffff00
+#fcc217,#fdb616,#ffaa00,#ffa200
+#c89600,#aa6c00,#af7d00,#a7873d
+#cabd55,#e3d032,#c9830a,#231f0b
+#2b2200
+#ff5f00,#ff6200,#cf7008
+#ff0000,#ff2600,#ef3535,#ff4c4c
+#c91a1a,#d40000,#c51900,#a70202
+#3d0000,#230b0b,#2e0000
+#6dff00,#00ff00,#52ff00,#00fd00
+#31d900,#00b800,#4bff54
+#2e8207,#0f7d0f,#17230b,#162c02
+#71b2f8,#89d5f8,#639ef0,#83a8d8
+#c8e0f9,#c1e3f7,#c4d7eb,#b9cfe7
+#379cfb,#89aedc,#528ac5,#5b86be
+#637dca,#3977c3,#1e64ff
+#0000ff,#0069ff,#0090ff,#0040ff
+#0087ff,#0046ff,#005bff,#0066ff
+#061aff,#3f3fff,#0061e6,#0099e5
+#003ddd,#001ccc,#0619c0
+#0019a3,#002795
+#0c1522,#0f222f
+#00e5ff,#01d6d6,#00899e,#0b1e23
+#fafafa,#f8f8f8,#f7f7f7,#fafbf9
+#f0f0f0,#f0f1f1,#eeeeee,#ededed
+#e8e8e8,#e5e5e5,#e2e2e2
+#dcdcdc,#d8d8d8,#d6d6d6,#d1d1d1
+#cccccc,#c8c8c8,#ccd0c7,#bbbbbb
+#b8b8b8,#a3a3a3,#9a9a9a,#999999
+#897e7e,#666666,#5f5f5f
+#505050,#4c4c4c,#403c3d,#3f3f3f
+#e5007e,#bf3995,#260013

icons/mappings/kindred.csv

@@ -0,0 +1,43 @@
+#f9e2af,#f8c459,#bc8009,#664506
+#a6e3a1,#6cd163,#359b2e,#1c5017
+#fab387,#f77e33,#b44908,#6e2d04
+#89b4fa,#307bf7,#0846b3,#052459
+#cba6f7,#8a39ec,#5710ad,#290850
+#f5c2e7,#e86ec6,#b11b87,#490b38
+#f2cdcd,#d76363,#912424,#4c1313
+#94e2d5,#54d1bc,#258e7e,#103b35
+#cdd6f4,#7f849c,#6c7086,#585b70
+#45475a,#313244,#1e1e2e,#11111b
+#f9d791,#f9d487,#f8cf78,#f8ca69
+#f9dea3,#f8ca69,#f8ca69,#f8ca69
+#f8d07c,#f8d07c,#f8ca69,#f8ca69
+#c28711,#ad7608,#b07809,#ebb547
+#f9d487,#f8d17e,#d29926,#664506
+#664506
+#f7863f,#f7863f,#c35512
+#e9aaaa,#e9aaaa,#f2cdcd,#f2cdcd
+#df8383,#da6e6e,#cb5858,#9a2c2c
+#581616,#4f1414,#4f1414
+#89da82,#89da82,#89da82,#86d97f
+#61c658,#47ad40,#a6e3a1
+#308c29,#318e2a,#1c5017,#1c5017
+#89b4fa,#89b4fa,#89b4fa,#89b4fa
+#89b4fa,#89b4fa,#89b4fa,#89b4fa
+#7cacfa,#89b4fa,#659df9,#679ef9
+#78a9f9,#4f8ff8,#6aa0f9
+#5190f8,#5190f8,#5190f8,#5190f8
+#5190f8,#5190f8,#5190f8,#5190f8
+#5693f8,#86b2fa,#3c83f7,#3b82f7
+#347ef7,#266ee6,#2168de
+#0845b0,#0841a6
+#05255a,#052966
+#74dac8,#49c1ad,#258d7d,#103b35
+#b7bfdc,#afb6d2,#aab2cd,#b7bfdc
+#8c92ab,#8e94ad,#8389a1,#7f849c
+#7b8098,#797e95,#777c93
+#73778e,#70748a,#6e7289,#6a6e84
+#676a80,#63677d,#676a80,#595c71
+#585b70,#585b70,#585b70,#585b70
+#434558,#38394b,#353648
+#2e2f41,#2c2d3e,#252536,#252536
+#9b56ef,#a86cf1,#290850

icons/retheme.py

@@ -0,0 +1,209 @@
+#!/usr/bin/env python3
+"""Retheme FreeCAD SVG icons by replacing color palettes.
+
+Reads two CSV files with matching rows (source and target palettes),
+builds a color mapping, and applies it to all SVG files found in the
+input directories.
+
+Usage:
+    python icons/retheme.py [options]
+    python icons/retheme.py --dry-run
+"""
+
+import argparse
+import csv
+import re
+import sys
+from pathlib import Path
+
+SCRIPT_DIR = Path(__file__).resolve().parent
+REPO_ROOT = SCRIPT_DIR.parent
+
+DEFAULT_SOURCE = SCRIPT_DIR / "mappings" / "FCAD.csv"
+DEFAULT_TARGET = SCRIPT_DIR / "mappings" / "kindred.csv"
+DEFAULT_OUTPUT = SCRIPT_DIR / "themed"
+
+# Default input dirs: core GUI icons + all module icons
+DEFAULT_INPUT_DIRS = [
+    REPO_ROOT / "src" / "Gui" / "Icons",
+    *sorted(REPO_ROOT.glob("src/Mod/*/Gui/Resources/icons")),
+    *sorted(REPO_ROOT.glob("src/Mod/*/Resources/icons")),
+]
+
+
+def load_palette(path: Path) -> list[list[str]]:
+    """Load a palette CSV. Each row is a list of hex color strings."""
+    rows = []
+    with open(path) as f:
+        reader = csv.reader(f)
+        for row in reader:
+            colors = []
+            for cell in row:
+                cell = cell.strip()
+                if cell:
+                    if not cell.startswith("#"):
+                        cell = "#" + cell
+                    colors.append(cell.lower())
+            if colors:
+                rows.append(colors)
+    return rows
+
+
+def build_mapping(source_path: Path, target_path: Path) -> dict[str, str]:
+    """Build a {source_hex: target_hex} dict from two palette CSVs."""
+    source = load_palette(source_path)
+    target = load_palette(target_path)
+
+    if len(source) != len(target):
+        print(
+            f"Error: palette row count mismatch: "
+            f"{source_path.name} has {len(source)} rows, "
+            f"{target_path.name} has {len(target)} rows",
+            file=sys.stderr,
+        )
+        sys.exit(1)
+
+    mapping = {}
+    for i, (src_row, tgt_row) in enumerate(zip(source, target)):
+        if len(src_row) != len(tgt_row):
+            print(
+                f"Error: column count mismatch on row {i + 1}: "
+                f"{len(src_row)} source colors vs {len(tgt_row)} target colors",
+                file=sys.stderr,
+            )
+            sys.exit(1)
+        for src, tgt in zip(src_row, tgt_row):
+            mapping[src] = tgt
+
+    return mapping
+
+
+def retheme_svg(content: str, mapping: dict[str, str]) -> tuple[str, dict[str, int]]:
+    """Replace all mapped hex colors in SVG content.
+
+    Returns the modified content and a dict of {color: replacement_count}.
+    """
+    stats: dict[str, int] = {}
+
+    def replacer(match: re.Match) -> str:
+        color = match.group(0).lower()
+        target = mapping.get(color)
+        if target is not None:
+            stats[color] = stats.get(color, 0) + 1
+            # Preserve original case style (all-lower for consistency)
+            return target
+        return match.group(0)
+
+    result = re.sub(r"#[0-9a-fA-F]{6}\b", replacer, content)
+    return result, stats
+
+
+def collect_svgs(input_dirs: list[Path]) -> list[Path]:
+    """Collect all .svg files from input directories, recursively."""
+    svgs = []
+    for d in input_dirs:
+        if d.is_dir():
+            svgs.extend(sorted(d.rglob("*.svg")))
+    return svgs
+
+
+def main():
+    parser = argparse.ArgumentParser(description=__doc__)
+    parser.add_argument(
+        "--source-palette",
+        type=Path,
+        default=DEFAULT_SOURCE,
+        help=f"Source palette CSV (default: {DEFAULT_SOURCE.relative_to(REPO_ROOT)})",
+    )
+    parser.add_argument(
+        "--target-palette",
+        type=Path,
+        default=DEFAULT_TARGET,
+        help=f"Target palette CSV (default: {DEFAULT_TARGET.relative_to(REPO_ROOT)})",
+    )
+    parser.add_argument(
+        "--input-dir",
+        type=Path,
+        action="append",
+        dest="input_dirs",
+        help="Input directory containing SVGs (can be repeated; default: FreeCAD icon dirs)",
+    )
+    parser.add_argument(
+        "--output-dir",
+        type=Path,
+        default=DEFAULT_OUTPUT,
+        help=f"Output directory for themed SVGs (default: {DEFAULT_OUTPUT.relative_to(REPO_ROOT)})",
+    )
+    parser.add_argument(
+        "--dry-run",
+        action="store_true",
+        help="Show what would be done without writing files",
+    )
+    args = parser.parse_args()
+
+    input_dirs = args.input_dirs or DEFAULT_INPUT_DIRS
+
+    # Build color mapping
+    mapping = build_mapping(args.source_palette, args.target_palette)
+    print(f"Loaded {len(mapping)} color mappings")
+    for src, tgt in mapping.items():
+        print(f"  {src} -> {tgt}")
+
+    # Collect SVGs
+    svgs = collect_svgs(input_dirs)
+    print(f"\nFound {len(svgs)} SVG files across {len(input_dirs)} directories")
+
+    if not svgs:
+        print("No SVGs found. Check --input-dir paths.", file=sys.stderr)
+        sys.exit(1)
+
+    # Process
+    if not args.dry_run:
+        args.output_dir.mkdir(parents=True, exist_ok=True)
+
+    total_files = 0
+    total_replacements = 0
+    all_unmapped: dict[str, int] = {}
+    seen_names: set[str] = set()
+
+    for svg_path in svgs:
+        # Skip duplicates (same filename from different subdirectories)
+        if svg_path.name in seen_names:
+            continue
+        seen_names.add(svg_path.name)
+
+        content = svg_path.read_text(encoding="utf-8")
+
+        themed, stats = retheme_svg(content, mapping)
+
+        total_files += 1
+        file_replacements = sum(stats.values())
+        total_replacements += file_replacements
+
+        if not args.dry_run:
+            out_path = args.output_dir / svg_path.name
+            out_path.write_text(themed, encoding="utf-8")
+
+        # Track unmapped colors in this file
+        for match in re.finditer(r"#[0-9a-fA-F]{6}\b", content):
+            color = match.group(0).lower()
+            if color not in mapping:
+                all_unmapped[color] = all_unmapped.get(color, 0) + 1
+
+    # Summary
+    action = "Would write" if args.dry_run else "Wrote"
+    print(
+        f"\n{action} {total_files} themed SVGs with {total_replacements} color replacements"
+    )
+    print(f"  Output: {args.output_dir}")
+
+    if all_unmapped:
+        print(f"\nUnmapped colors ({len(all_unmapped)} unique):")
+        for color, count in sorted(all_unmapped.items(), key=lambda x: -x[1])[:20]:
+            print(f"  {color}  ({count} occurrences)")
+        if len(all_unmapped) > 20:
+            print(f"  ... and {len(all_unmapped) - 20} more")
+
+
+if __name__ == "__main__":
+    main()

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+        <dc:title/>
+        <dc:creator>
+          <cc:Agent>
+            <dc:title>[Yorik van Havre]</dc:title>
+          </cc:Agent>
+        </dc:creator>
+        <dc:title>Arch_3Views</dc:title>
+        <dc:date>2014-08-29</dc:date>
+        <dc:relation>https://www.freecad.org/wiki/index.php?title=Artwork</dc:relation>
+        <dc:publisher>
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+          </cc:Agent>
+        </dc:creator>
+        <dc:title>Arch_Axis</dc:title>
+        <dc:date>2011-12-12</dc:date>
+        <dc:relation>https://www.freecad.org/wiki/index.php?title=Artwork</dc:relation>
+        <dc:publisher>
+          <cc:Agent>
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+        <dc:rights>
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+            <dc:title>FreeCAD LGPL2+</dc:title>
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+        <cc:license>https://www.gnu.org/copyleft/lesser.html</cc:license>
+        <dc:contributor>
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+            <dc:title>[agryson] Alexander Gryson</dc:title>
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