docs: bring all documentation current with shipped work

A multi-agent audit of every doc against the code surfaced ~50 stale/missing
items (the roadmap/status docs and the backlog had fallen behind the code).
This catches them up:

- CLAUDE.md: phase status was ~3 phases stale ("Phase 1 is next" while Phase 1 +
  chunks of 2 & 4 shipped). Rewrote the status list; added a model-provider
  tech-stack entry; updated repo-layout (integrations objectstore/models,
  deploy backup.sh/dev compose).
- ARCHITECTURE.md: §6 privacy engine described 3 visibility levels — corrected to
  the shipped 4 (adds site_members); documented per-tree AI policy on Tree,
  LLMProvider/EmbeddingProvider split + registry, ChangeProposal origin/status/
  operations, verified-email session gate, instance-owner role, schema-drift
  guard, and the env_file config model.
- PRD.md: 4-level visibility in US-040/§5.5, instance-owner role (§5.1/§5.11),
  per-tree AI policy (§5.8), §8 sequencing annotated with shipped status, header
  date/status bumped.
- README.md: 4-level privacy; softened "Full GEDCOM 7" to the 5.5.1/7 common
  subset; noted backups + instance-owner admin; moved property/land to an
  explicit "where it's headed" (no property models exist yet).
- BACKLOG.md: flipped ~15 shipped-but-open rows to Have (ChangeProposal, provider
  abstraction, GEDCOM citation export, membership management, operator backup,
  email-verification gate, per-tree AI policy, instance owner, the whole
  visibility/public-viewing/child-resource-redaction cluster #41-#51/#46), and
  reconciled the executive summary, "current defects" list, quick wins, and
  differentiators. Left genuinely-open items (citation/source redaction, sitemap,
  per-tree noindex, scoped-token API) accurately open.
- .env.example: dropped "SMTP wired in a later phase"; documented the worker
  purge knobs, S3_PRESIGN_TTL, COOKIE_NAME; removed a stray duplicate line.
- design/: tree-visibility.md and change-proposal.md marked Shipped; corrected
  the redaction approach (reuses member schemas, not a separate PublicPersonRead)
  and the apply() rollback claim (v1 is not cross-op transactional), and marked
  rate-limiting/sitemap/noindex as deferred.

No code changes.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Signed-off-by: Justin Paul <justin@jpaul.me>
This commit is contained in:
2026-06-10 21:05:29 -04:00
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@@ -19,13 +19,14 @@ Every fact links to its source. Every claim can be traced. Nothing is just asser
## What it does
- **Build a tree that holds up.** People, relationships, events, and places — with every fact linked to the document, photo, or record it came from.
- **Trace the land, not just the family.** Properties are first-class. Record ownership events (grants, deeds, inheritances, sales), reconstruct chain-of-title, and tie parcels to the people who held them.
- **Bring your own archive.** Scans, PDFs, photos, audio recordings — first-class citizens, not afterthoughts.
- **A research assistant that proposes, never overwrites.** The built-in AI assistant searches legal sources, lays out what it found, and waits for your approval before anything touches your data. You can point it at the major model providers or a self-hosted model — your keys, your choice.
- **Standards over silos.** Full GEDCOM 7 import and export. Migrate in, migrate out.
- **Privacy you control.** Public, unlisted, or private per tree; any individual can be hidden; living people are protected by default.
- **Standards over silos.** GEDCOM import and export (5.5.1 / 7 common subset) — duplicate-aware import, citation-preserving export. Migrate in, migrate out.
- **Privacy you control.** Public, members-only (any signed-in user on your instance), unlisted, or private per tree; any individual can be hidden; living people are protected by default.
- **Find your people.** When another user's tree overlaps with yours, Provenance can surface an anonymous "possible match" — and only connects you if you both say yes.
- **Run it your way.** Container-native. Self-host behind Caddy and, if you like, a Cloudflare Tunnel. Multi-tenant, so your whole extended family — or a whole community of strangers — can coexist on one deployment.
- **Run it your way.** Container-native. Self-host behind Caddy and, if you like, a Cloudflare Tunnel. Multi-tenant, so your whole extended family — or a whole community of strangers — can coexist on one deployment. One-command backups (Postgres + object storage) and an instance-owner admin role keep operations in your hands.
**Where it's headed — trace the land, not just the family.** The same source-backed treatment for *property*: parcels, deeds, and ownership events, reconstructing chain-of-title and tying land to the people who held it. The people side ships today; the land half is on the roadmap, not yet built — but it's why Provenance exists, not an afterthought.
## Who it's for