Merge pull request 'Cleanup tool: mark deceased by a child's birth year' (#254) from cleanup-deceased-by-child into main

Adds a preview/apply rule to the Cleanup tool for parents who have NO birth date
of their own (so the existing born-on-or-before rule can't reach them) but who
have a child born long ago — they're necessarily deceased. This is the gap that
left ~56 parents in the Paul tree as "unknown".

- cleanup_service.preview_deceased_by_child(year): parents of any child born
  on/before the cutoff, excluding already-deceased; returns child_birth_year.
- GET /trees/{id}/cleanup/deceased-by-child?born_on_or_before=1900. Apply reuses
  the existing POST .../cleanup/deceased (same audited mark-deceased path).
- Frontend: a new card in the Cleanup tool (year input → preview → select →
  apply), preview-first like the rest of the tool.

Test covers preview (finds the no-birthdate parent of a pre-cutoff child,
excludes modern-child parents), child_birth_year, apply, and re-preview drop.
Suite 106 passing.

Signed-off-by: Justin Paul <justin@jpaul.me>

CLAUDE.md

@@ -19,6 +19,7 @@ These are product invariants, not preferences. Do not violate them, and flag any
 5. **Sources are first-class.** Don't model citations as free-text afterthoughts. A `Source` is a reusable entity; a `Citation` links it to a specific fact.
 6. **Only legal data sources.** Ship scrapers/connectors only for permissible sources (FamilySearch API, Find A Grave, WikiTree, BLM/GLO, USGS, public-domain newspapers, public county records). Never add connectors for paywalled/terms-prohibited sites (Ancestry, MyHeritage, 23andMe).
 7. **Everything is configurable via environment.** Auth, mail, object storage, database, model providers, scrapers — all twelve-factor. No hard-coded endpoints or keys.
+8. **Full CRUD on every object.** Every stored entity (person, name, event, relationship, source, citation, media, tree, …) must support create, read, **update**, and delete — in the API *and* the UI. Historical research is constant correction and new information, so nothing is write-once. Any new feature or data type ships with all four operations; an entity you can create but not edit is a bug.
 
 ## Tech stack
 
@@ -29,6 +30,7 @@ These are product invariants, not preferences. Do not violate them, and flag any
 - **Object storage:** S3-compatible (MinIO for self-host).
 - **Edge:** Caddy reverse proxy; optional Cloudflare Tunnel (preferred ingress, never required).
 - **Email:** operator-configured SMTP.
+- **Model providers:** pluggable `LLMProvider` + `EmbeddingProvider` abstraction (ABCs) with Null / Anthropic / OpenAI-compatible (OpenAI, xAI, Ollama) implementations; an operator configures one or more via env and they're selectable by name through a registry (per-tree AI policy + `default_llm_provider`/`default_embedding_provider`).
 - **CI/CD:** Gitea Actions build per-component images. **Push** to the LAN registry `192.168.0.2:1234` (plain HTTP, bypasses Cloudflare's body limit); **pull** via the public `git.jpaul.io` FQDN. Servers pull to deploy — no host build. Mirrors the drawbar setup; see [[gitea-lan-push-fqdn-pull]].
 
 Pick libraries consistent with this stack. If you introduce a significant dependency or a new service, note it in ARCHITECTURE.md in the same change.
@@ -38,17 +40,24 @@ Pick libraries consistent with this stack. If you introduce a significant depend
 ```
 /                  # docs and project meta (this file, README, LICENSE, COC, CONTRIBUTING)
 /docs              # PRD.md, ARCHITECTURE.md
-/backend           # FastAPI service (uv-managed). app/{api/v1, services (+ privacy engine), repositories, models, schemas, integrations (auth/mailer), core}; migrations/ = Alembic
-/deploy            # docker-compose.yml, Caddyfile, .env.example — the self-host stack
+/backend           # FastAPI service (uv-managed). app/{api/v1, services (+ privacy engine), repositories, models, schemas, integrations (auth, mailer, objectstore, models = pluggable LLM/embedding providers), core}; migrations/ = Alembic
+/deploy            # docker-compose.yml (+ docker-compose.dev.yml), Caddyfile, .env.example, backup.sh + BACKUP.md (one-command pg_dump + MinIO backup) — the self-host stack
 /.gitea/workflows  # Gitea Actions CI (build images → Gitea registry)
 /frontend          # Next.js (App Router, TS, Tailwind, shadcn-style UI). app/ pages, lib/api generated OpenAPI client, components/ui
 ```
 
-Phase 0 is landing **deploy-first**: the compose stack (Postgres + MinIO + Caddy + a minimal FastAPI backend exposing `/health` and `/health/ready`) and CI come before the real data model and the frontend. Backend dependencies are managed with **uv**; migrations use **Alembic**. The core data model (ARCHITECTURE §5), **local auth** (Argon2 passwords, backend-issued sessions, email verify/reset behind the `AuthProvider` interface; API auth via Bearer header or HttpOnly cookie), and the **Next.js frontend scaffold** (Tailwind + shadcn-style UI, generated OpenAPI client, auth + tree/person views) have all landed — **Phase 0 is complete and running on the live deployment.** Phase 1 (core tree features — media, soft-delete recovery, richer CRUD) is next; OIDC/social auth is Phase 5. Keep this section current as the tree grows.
+Phase 0 landed **deploy-first**: the compose stack (Postgres + MinIO + Caddy + FastAPI backend) and CI before the data model and frontend. Backend deps use **uv**; migrations use **Alembic**. Status (keep current as the tree grows):
+
+- **Phase 0 — Foundation: complete** and running live (core data model, local auth behind `AuthProvider`, Next.js frontend).
+- **Phase 1 — Core tree: complete.** Media (upload/serve), soft-delete + recovery UI, full CRUD across entities, and the 4-level tree visibility/privacy model (#41–#51).
+- **Phase 2 — substantially landed.** GEDCOM import (preview→apply, duplicate-aware) and export (citation-preserving, #232); fuzzy name search (pg_trgm) + the public `/explore` directory. Living-person protection is still hardening.
+- **Phase 4 — AI assistant foundations landed.** Pluggable `LLMProvider`/`EmbeddingProvider` abstraction + multi-provider registry (Anthropic/OpenAI/xAI/Ollama, #235/#237), the **ChangeProposal** propose-then-confirm flow (#236), and per-tree AI model policy (#238). The assistant's *tool surface that emits proposals* is the remaining piece.
+- Also shipped: tree membership management (#233), an **instance owner/operator** role (`OWNER_EMAIL`, #240), a schema-drift readiness guard (#239), and a one-command operator backup (#234).
+- **Not built yet:** Phase 3 (Property — parcels/deeds/chain-of-title; no property models exist), Phase 5 (OIDC/social auth — only the `AuthProvider` ABC exists), and cross-tree hints (last; needs multiple populated trees + the embedding provider).
 
 ## Where to start
 
-The roadmap is phased in PRD §8. Build in dependency order. **Phase 0 — Foundation is complete** and running on the live deployment; **Phase 1 (core tree features) is the current target.** For reference, Phase 0 covered:
+The roadmap is phased in PRD §8. Build in dependency order. **Phases 0 and 1 are complete**, Phase 2 is substantially done, and Phase 4's AI foundations have shipped (see the status list above). The biggest unbuilt areas are **Phase 3 (Property)** and **Phase 5 (OIDC/social auth)** — likely current targets. For reference, Phase 0 covered:
 
 1. Backend skeleton (FastAPI, async, layered) + Postgres + migrations
 2. Core data model from ARCHITECTURE §5 — start with User, Tree, TreeMembership, Person, Name, Relationship, Event, Place, Source, Citation, AuditEntry, soft-delete support
@@ -57,7 +66,7 @@ The roadmap is phased in PRD §8. Build in dependency order. **Phase 0 — Found
 5. The deploy stack: `compose` for app + postgres + objectstore, Caddy config, env-driven settings
 6. CI/CD: Gitea Actions building images to the registry
 
-Don't get ahead of the phases. GEDCOM lands before the assistant (so AI writes target a stable model); property follows a tested people graph; hints come last because they need multiple populated trees. If you think the order is wrong, raise it rather than reordering silently.
+Don't get ahead of the phases. GEDCOM and the assistant's propose-diff foundation (provider abstraction + ChangeProposal approval flow) have shipped; the remaining dependency-ordered work is **Property** (Phase 3, on top of the tested people graph), then richer collaboration/audit UI, with **cross-tree hints last** (they need multiple populated trees and the embedding provider). If you think the order is wrong, raise it rather than reordering silently.
 
 ## Conventions
 
@@ -68,6 +77,23 @@ Don't get ahead of the phases. GEDCOM lands before the assistant (so AI writes t
 - **Privacy/assistant/hint code gets extra care** — these are the areas where bugs do real harm. Prefer a design note before a large change.
 - **No secrets in the repo.** Config via env; provide `.env.example` with placeholders.
 
+## Patched dependencies (family-chart)
+
+The tree view uses **family-chart** (d3-based). Two adjustments live in the repo:
+
+- **CSS is vendored** at `frontend/app/trees/[id]/tree/chart.css` — the package blocks its CSS subpath export, so we copy it in.
+- **The library is patched** via `patch-package` (`frontend/patches/family-chart+0.9.0.patch`, applied by the `postinstall` hook; the backend/frontend Dockerfiles `COPY patches` before install). Both hunks touch `dist/family-chart.js` **and** `dist/family-chart.esm.js` (the app loads the `esm` build). Current fixes:
+  1. **Spouse-centering layout** (`setupSpouses` / `sortChildrenWithSpouses`) — center a person between two spouses with children under the correct pair.
+  2. **`cardToMiddle` vertical centering** — the lib scaled `datum.x` by the zoom factor `k` but not `datum.y`, so "fly to a node" drifted vertically at any zoom ≠ 1; we add the missing `* k`.
+
+To change a patch: edit the file(s) under `node_modules/family-chart/dist/`, then `cd frontend && npx patch-package family-chart` to regenerate, and verify with `npx patch-package --error-on-fail`.
+
+**Upstreamed.** Both are general library bugfixes, not app-specific, and are submitted upstream:
+- `cardToMiddle` vertical centering — **donatso/family-chart#103** (issue **#102**).
+- Multi-spouse centered layout — **donatso/family-chart#105** (issue **#104**).
+
+If either is merged + released, bump `family-chart`, drop the corresponding patch hunk, **and** remove any in-app compensation (e.g. the `cardToMiddle` caller in `tree/page.tsx` passes raw `y` precisely because the patch fixes it — pre-scaling there too would double-correct). Until then, keep the patch.
+
 ## License & contribution terms
 
 Provenance is **source-available** under **BUSL-1.1** (see [LICENSE](LICENSE)): free for personal/family/non-commercial use, no third-party commercial hosting, and each release converts to **AGPL-3.0** four years after it ships. The DCO sign-off keeps the licensing chain clean so the maintainer can manage that conversion and a possible future hosted offering. Don't add code under an incompatible license, and don't vendor dependencies whose licenses conflict with eventual AGPL distribution.

README.md

@@ -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
 

backend/Dockerfile

@@ -21,7 +21,11 @@ RUN --mount=type=cache,target=/root/.cache/uv \
 COPY app ./app
 COPY alembic.ini ./alembic.ini
 COPY migrations ./migrations
+COPY docker-entrypoint.sh ./docker-entrypoint.sh
+RUN chmod +x ./docker-entrypoint.sh
 
 EXPOSE 8000
 
+# The entrypoint runs migrations first when RUN_MIGRATIONS=1, then the command.
+ENTRYPOINT ["./docker-entrypoint.sh"]
 CMD ["uv", "run", "--no-dev", "uvicorn", "app.main:app", "--host", "0.0.0.0", "--port", "8000"]

backend/app/api/deps.py

@@ -10,6 +10,8 @@ from app.core.db import get_session
 from app.integrations.mailer.base import Mailer
 from app.integrations.mailer.console import ConsoleMailer
 from app.integrations.mailer.smtp import SMTPMailer
+from app.integrations.models.base import EmbeddingProvider, LLMProvider
+from app.integrations.models.null import NullEmbeddingProvider, NullLLMProvider
 from app.integrations.objectstore.base import ObjectStore
 from app.integrations.objectstore.s3 import S3ObjectStore
 from app.models.user import User
@@ -40,6 +42,48 @@ async def get_current_user(request: Request, session: SessionDep) -> User:
 CurrentUser = Annotated[User, Depends(get_current_user)]
 
 
+async def get_current_user_or_none(request: Request, session: SessionDep) -> User | None:
+    """Optional auth for public read endpoints — never raises. Returns the user
+    when a valid session is present, else None (anonymous viewer)."""
+    raw_token = extract_session_token(request)
+    if raw_token is None:
+        return None
+    return await auth_service.resolve_session_user(session, raw_token=raw_token)
+
+
+CurrentUserOrNone = Annotated[User | None, Depends(get_current_user_or_none)]
+
+
+def is_instance_owner(user: User) -> bool:
+    """Whether this account is an instance owner/operator — i.e. its email is
+    named in OWNER_EMAIL *and* that email has been verified. Instance ownership
+    is an operational/config role; it does NOT bypass the privacy engine or grant
+    access to others' tree data.
+
+    The verified-email requirement is load-bearing: registration is open and (by
+    default) doesn't require verification, so without it an attacker could claim
+    the owner email by registering it before the operator does — a land-grab to
+    the highest role with no proof of inbox control. Requiring verification ties
+    ownership to actual control of the named inbox regardless of the global
+    REQUIRE_EMAIL_VERIFICATION setting. (Self-hosts without SMTP can verify via
+    the link the console mailer prints to the operator-controlled logs.)"""
+    owners = get_settings().owner_emails()
+    return (
+        bool(owners)
+        and user.email_verified_at is not None
+        and user.email.strip().lower() in owners
+    )
+
+
+async def require_instance_owner(current: CurrentUser) -> User:
+    if not is_instance_owner(current):
+        raise HTTPException(status.HTTP_403_FORBIDDEN, "instance owner only")
+    return current
+
+
+InstanceOwner = Annotated[User, Depends(require_instance_owner)]
+
+
 def get_mailer() -> Mailer:
     settings = get_settings()
     if settings.mailer == "smtp" and settings.smtp_host:
@@ -55,3 +99,84 @@ def get_objectstore() -> ObjectStore:
 
 
 ObjectStoreDep = Annotated[ObjectStore, Depends(get_objectstore)]
+
+
+def build_llm_providers() -> dict[str, LLMProvider]:
+    """Every LLM provider whose credentials are configured, keyed by name. Run
+    several at once; pick one with get_llm_provider(name)."""
+    from app.integrations.models.anthropic_provider import AnthropicLLMProvider
+    from app.integrations.models.openai_compat import OpenAICompatibleLLMProvider
+
+    s = get_settings()
+    providers: dict[str, LLMProvider] = {}
+    if s.anthropic_api_key:
+        providers["anthropic"] = AnthropicLLMProvider(
+            api_key=s.anthropic_api_key, model=s.anthropic_model, max_tokens=s.llm_max_tokens
+        )
+    if s.openai_api_key:
+        providers["openai"] = OpenAICompatibleLLMProvider(
+            api_key=s.openai_api_key, base_url=s.openai_base_url, model=s.openai_model,
+            max_tokens=s.llm_max_tokens,
+        )
+    if s.xai_api_key:
+        providers["xai"] = OpenAICompatibleLLMProvider(
+            api_key=s.xai_api_key, base_url=s.xai_base_url, model=s.xai_model,
+            max_tokens=s.llm_max_tokens,
+        )
+    if s.ollama_enabled:
+        providers["ollama"] = OpenAICompatibleLLMProvider(
+            api_key=None, base_url=s.ollama_base_url, model=s.ollama_model,
+            max_tokens=s.llm_max_tokens,
+        )
+    return providers
+
+
+def configured_llm_providers() -> list[dict]:
+    """Configured LLM providers as {name, model} — for the AI admin view (no
+    secrets). Mirrors build_llm_providers() without constructing clients."""
+    s = get_settings()
+    out: list[dict] = []
+    if s.anthropic_api_key:
+        out.append({"name": "anthropic", "model": s.anthropic_model})
+    if s.openai_api_key:
+        out.append({"name": "openai", "model": s.openai_model})
+    if s.xai_api_key:
+        out.append({"name": "xai", "model": s.xai_model})
+    if s.ollama_enabled:
+        out.append({"name": "ollama", "model": s.ollama_model})
+    return out
+
+
+def get_llm_provider(name: str | None = None) -> LLMProvider:
+    """The named LLM provider, or the configured default, or Null if unconfigured."""
+    providers = build_llm_providers()
+    return providers.get(name or get_settings().default_llm_provider) or NullLLMProvider()
+
+
+LLMProviderDep = Annotated[LLMProvider, Depends(get_llm_provider)]
+
+
+def build_embedding_providers() -> dict[str, EmbeddingProvider]:
+    from app.integrations.models.openai_compat import OpenAICompatibleEmbeddingProvider
+
+    s = get_settings()
+    providers: dict[str, EmbeddingProvider] = {}
+    if s.openai_api_key:
+        providers["openai"] = OpenAICompatibleEmbeddingProvider(
+            api_key=s.openai_api_key, base_url=s.openai_base_url,
+            model=s.openai_embedding_model, dimensions=s.embedding_dimensions,
+        )
+    if s.ollama_enabled:
+        providers["ollama"] = OpenAICompatibleEmbeddingProvider(
+            api_key=None, base_url=s.ollama_base_url,
+            model=s.ollama_embedding_model, dimensions=s.embedding_dimensions,
+        )
+    return providers
+
+
+def get_embedding_provider(name: str | None = None) -> EmbeddingProvider:
+    providers = build_embedding_providers()
+    return providers.get(name or get_settings().default_embedding_provider) or NullEmbeddingProvider()
+
+
+EmbeddingProviderDep = Annotated[EmbeddingProvider, Depends(get_embedding_provider)]

backend/app/api/health.py

@@ -12,6 +12,7 @@ from sqlalchemy import text
 
 from app.core.config import get_settings
 from app.core.db import get_engine
+from app.core.schema_version import schema_is_current
 
 router = APIRouter(tags=["health"])
 
@@ -33,9 +34,20 @@ async def ready(response: Response) -> dict:
     try:
         async with get_engine().connect() as conn:
             await conn.execute(text("SELECT 1"))
-        checks["database"] = "ok"
+            checks["database"] = "ok"
+            # Schema drift = code ahead of the DB; queries would 500. Fail
+            # readiness loudly rather than serve a broken surface.
+            ok, db, expected = await schema_is_current(conn)
+            if not ok:
+                checks["schema"] = (
+                    f"drift: db={sorted(db) or ['none']} expected={sorted(expected)} "
+                    "— run 'alembic upgrade head'"
+                )
+                response.status_code = status.HTTP_503_SERVICE_UNAVAILABLE
+                return {"status": "not ready", "checks": checks}
+            checks["schema"] = "ok"
         return {"status": "ready", "checks": checks}
     except Exception as exc:  # noqa: BLE001 — surface any failure as "not ready"
-        checks["database"] = "error"
+        checks.setdefault("database", "error")
         response.status_code = status.HTTP_503_SERVICE_UNAVAILABLE
         return {"status": "not ready", "checks": checks, "detail": str(exc)}

backend/app/api/v1/__init__.py

@@ -3,12 +3,19 @@
 from fastapi import APIRouter
 
 from app.api.v1 import (
+    admin,
+    ai,
     auth,
     citations,
+    cleanup,
     events,
     gedcom,
     media,
+    members,
+    names,
     persons,
+    proposals,
+    public,
     relationships,
     sources,
     trees,
@@ -20,9 +27,16 @@ api_router.include_router(auth.router)
 api_router.include_router(users.router)
 api_router.include_router(trees.router)
 api_router.include_router(persons.router)
+api_router.include_router(names.router)
 api_router.include_router(events.router)
 api_router.include_router(relationships.router)
 api_router.include_router(sources.router)
 api_router.include_router(citations.router)
 api_router.include_router(media.router)
 api_router.include_router(gedcom.router)
+api_router.include_router(cleanup.router)
+api_router.include_router(public.router)
+api_router.include_router(members.router)
+api_router.include_router(proposals.router)
+api_router.include_router(ai.router)
+api_router.include_router(admin.router)

backend/app/api/v1/admin.py

@@ -0,0 +1,38 @@
+"""Instance-admin surface — owner-only (OWNER_EMAIL). Operational status and
+instance-wide configuration. Deliberately exposes no tree contents or PII:
+instance ownership is an operator role, not a privacy bypass."""
+
+from sqlalchemy import func, select
+
+from fastapi import APIRouter
+
+from app.api.deps import InstanceOwner, SessionDep, configured_llm_providers
+from app.core.config import get_settings
+from app.models.tree import Tree
+from app.models.user import User
+from app.schemas.admin import InstanceStatus
+from app.schemas.ai_policy import ConfiguredProvider
+
+router = APIRouter(prefix="/admin", tags=["admin"])
+
+
+@router.get("/instance", response_model=InstanceStatus)
+async def instance_status(owner: InstanceOwner, session: SessionDep) -> InstanceStatus:
+    """Operator dashboard data. Requires the caller to be an instance owner."""
+    s = get_settings()
+    user_count = await session.scalar(
+        select(func.count()).select_from(User).where(User.deleted_at.is_(None))
+    )
+    tree_count = await session.scalar(
+        select(func.count()).select_from(Tree).where(Tree.deleted_at.is_(None))
+    )
+    return InstanceStatus(
+        version=s.version,
+        env=s.app_env,
+        owner_emails=sorted(s.owner_emails()),
+        require_email_verification=s.require_email_verification,
+        user_count=user_count or 0,
+        tree_count=tree_count or 0,
+        default_llm_provider=s.default_llm_provider,
+        ai_providers=[ConfiguredProvider(**p) for p in configured_llm_providers()],
+    )

backend/app/api/v1/ai.py

@@ -0,0 +1,34 @@
+"""Per-tree AI model policy — owner-only admin view."""
+
+import uuid
+
+from fastapi import APIRouter
+
+from app.api.deps import CurrentUser, SessionDep
+from app.schemas.ai_policy import TreeAiPolicyRead, TreeAiPolicyUpdate
+from app.services import ai_policy_service, tree_service
+
+router = APIRouter(prefix="/trees", tags=["ai"])
+
+
+@router.get("/{tree_id}/ai", response_model=TreeAiPolicyRead)
+async def get_ai_policy(
+    tree_id: uuid.UUID, session: SessionDep, current: CurrentUser
+) -> TreeAiPolicyRead:
+    tree = await tree_service.get_tree(session, viewer_id=current.id, tree_id=tree_id)
+    return TreeAiPolicyRead(**await ai_policy_service.get_policy(session, actor=current, tree=tree))
+
+
+@router.patch("/{tree_id}/ai", response_model=TreeAiPolicyRead)
+async def update_ai_policy(
+    tree_id: uuid.UUID, data: TreeAiPolicyUpdate, session: SessionDep, current: CurrentUser
+) -> TreeAiPolicyRead:
+    tree = await tree_service.get_tree(session, viewer_id=current.id, tree_id=tree_id)
+    policy = await ai_policy_service.update_policy(
+        session,
+        actor=current,
+        tree=tree,
+        member_provider=data.member_provider,
+        recommender_provider=data.recommender_provider,
+    )
+    return TreeAiPolicyRead(**policy)

backend/app/api/v1/auth.py

@@ -1,9 +1,10 @@
 from fastapi import APIRouter, HTTPException, Request, Response, status
 
-from app.api.deps import MailerDep, SessionDep, extract_session_token
+from app.api.deps import CurrentUser, MailerDep, SessionDep, extract_session_token
 from app.core.config import get_settings
 from app.schemas.auth import (
     LoginRequest,
+    PasswordChange,
     PasswordResetConfirm,
     PasswordResetRequest,
     RegisterRequest,
@@ -79,3 +80,15 @@ async def reset_password(data: PasswordResetConfirm, session: SessionDep) -> Non
     await auth_service.reset_password(
         session, raw_token=data.token, new_password=data.new_password
     )
+
+
+@router.post("/change-password", status_code=status.HTTP_204_NO_CONTENT)
+async def change_password(
+    data: PasswordChange, session: SessionDep, current: CurrentUser
+) -> None:
+    await auth_service.change_password(
+        session,
+        user=current,
+        current_password=data.current_password,
+        new_password=data.new_password,
+    )

backend/app/api/v1/citations.py

@@ -3,7 +3,7 @@ import uuid
 from fastapi import APIRouter, status
 
 from app.api.deps import CurrentUser, SessionDep
-from app.schemas.source import CitationCreate, CitationRead
+from app.schemas.source import CitationCreate, CitationRead, CitationUpdate
 from app.services import citation_service, tree_service
 
 router = APIRouter(prefix="/trees", tags=["citations"])
@@ -31,6 +31,25 @@ async def list_citations(
     return [CitationRead.model_validate(c) for c in citations]
 
 
+@router.patch("/{tree_id}/citations/{citation_id}", response_model=CitationRead)
+async def update_citation(
+    tree_id: uuid.UUID,
+    citation_id: uuid.UUID,
+    data: CitationUpdate,
+    session: SessionDep,
+    current: CurrentUser,
+) -> CitationRead:
+    tree = await tree_service.get_tree(session, viewer_id=current.id, tree_id=tree_id)
+    citation = await citation_service.update_citation(
+        session,
+        actor=current,
+        tree=tree,
+        citation_id=citation_id,
+        changes=data.model_dump(exclude_unset=True),
+    )
+    return CitationRead.model_validate(citation)
+
+
 @router.delete("/{tree_id}/citations/{citation_id}", status_code=status.HTTP_204_NO_CONTENT)
 async def delete_citation(
     tree_id: uuid.UUID, citation_id: uuid.UUID, session: SessionDep, current: CurrentUser

backend/app/api/v1/cleanup.py

@@ -0,0 +1,130 @@
+import uuid
+
+from fastapi import APIRouter, File, UploadFile
+
+from app.api.deps import CurrentUser, SessionDep
+from app.schemas.cleanup import (
+    CleanupResult,
+    DeceasedApply,
+    DeceasedByChildCandidate,
+    DeceasedCandidate,
+    GenderApply,
+    GenderProposal,
+    NameApply,
+    NameIssue,
+)
+from app.services import cleanup_service, tree_service
+
+router = APIRouter(prefix="/trees", tags=["cleanup"])
+
+
+@router.get("/{tree_id}/cleanup/deceased", response_model=list[DeceasedCandidate])
+async def preview_deceased(
+    tree_id: uuid.UUID,
+    session: SessionDep,
+    current: CurrentUser,
+    born_on_or_before: int = 1930,
+) -> list[DeceasedCandidate]:
+    tree = await tree_service.get_tree(session, viewer_id=current.id, tree_id=tree_id)
+    rows = await cleanup_service.preview_deceased(
+        session, actor=current, tree=tree, year=born_on_or_before
+    )
+    return [DeceasedCandidate(**r) for r in rows]
+
+
+@router.get(
+    "/{tree_id}/cleanup/deceased-by-child", response_model=list[DeceasedByChildCandidate]
+)
+async def preview_deceased_by_child(
+    tree_id: uuid.UUID,
+    session: SessionDep,
+    current: CurrentUser,
+    born_on_or_before: int = 1900,
+) -> list[DeceasedByChildCandidate]:
+    """People with a child born on/before the cutoff — necessarily deceased even
+    when their own birth date is missing. Apply via POST .../cleanup/deceased."""
+    tree = await tree_service.get_tree(session, viewer_id=current.id, tree_id=tree_id)
+    rows = await cleanup_service.preview_deceased_by_child(
+        session, actor=current, tree=tree, year=born_on_or_before
+    )
+    return [DeceasedByChildCandidate(**r) for r in rows]
+
+
+@router.post("/{tree_id}/cleanup/deceased", response_model=CleanupResult)
+async def apply_deceased(
+    tree_id: uuid.UUID, data: DeceasedApply, session: SessionDep, current: CurrentUser
+) -> CleanupResult:
+    tree = await tree_service.get_tree(session, viewer_id=current.id, tree_id=tree_id)
+    n = await cleanup_service.apply_deceased(
+        session, actor=current, tree=tree, person_ids=data.person_ids
+    )
+    return CleanupResult(updated=n)
+
+
+@router.post("/{tree_id}/cleanup/gender/preview", response_model=list[GenderProposal])
+async def preview_gender(
+    tree_id: uuid.UUID,
+    session: SessionDep,
+    current: CurrentUser,
+    file: UploadFile = File(...),
+) -> list[GenderProposal]:
+    tree = await tree_service.get_tree(session, viewer_id=current.id, tree_id=tree_id)
+    text = (await file.read()).decode("utf-8", errors="replace")
+    rows = await cleanup_service.preview_gender(
+        session, actor=current, tree=tree, gedcom_text=text
+    )
+    return [GenderProposal(**r) for r in rows]
+
+
+@router.get("/{tree_id}/cleanup/gender/guess", response_model=list[GenderProposal])
+async def guess_gender(
+    tree_id: uuid.UUID, session: SessionDep, current: CurrentUser
+) -> list[GenderProposal]:
+    """Best-guess sex from first names (bundled dictionary) for people missing it."""
+    tree = await tree_service.get_tree(session, viewer_id=current.id, tree_id=tree_id)
+    rows = await cleanup_service.guess_gender_by_name(session, actor=current, tree=tree)
+    return [GenderProposal(**r) for r in rows]
+
+
+@router.get("/{tree_id}/cleanup/gender/from-spouse", response_model=list[GenderProposal])
+async def guess_gender_from_spouse(
+    tree_id: uuid.UUID, session: SessionDep, current: CurrentUser
+) -> list[GenderProposal]:
+    """Infer a missing sex from a partner whose sex is set (opposite-sex couple)."""
+    tree = await tree_service.get_tree(session, viewer_id=current.id, tree_id=tree_id)
+    rows = await cleanup_service.guess_gender_by_spouse(session, actor=current, tree=tree)
+    return [GenderProposal(**r) for r in rows]
+
+
+@router.post("/{tree_id}/cleanup/gender", response_model=CleanupResult)
+async def apply_gender(
+    tree_id: uuid.UUID, data: GenderApply, session: SessionDep, current: CurrentUser
+) -> CleanupResult:
+    tree = await tree_service.get_tree(session, viewer_id=current.id, tree_id=tree_id)
+    n = await cleanup_service.apply_gender(
+        session,
+        actor=current,
+        tree=tree,
+        updates=[u.model_dump() for u in data.updates],
+    )
+    return CleanupResult(updated=n)
+
+
+@router.get("/{tree_id}/cleanup/names", response_model=list[NameIssue])
+async def preview_names(
+    tree_id: uuid.UUID, session: SessionDep, current: CurrentUser
+) -> list[NameIssue]:
+    tree = await tree_service.get_tree(session, viewer_id=current.id, tree_id=tree_id)
+    rows = await cleanup_service.preview_names(session, actor=current, tree=tree)
+    return [NameIssue(**r) for r in rows]
+
+
+@router.post("/{tree_id}/cleanup/names", response_model=CleanupResult)
+async def apply_names(
+    tree_id: uuid.UUID, data: NameApply, session: SessionDep, current: CurrentUser
+) -> CleanupResult:
+    tree = await tree_service.get_tree(session, viewer_id=current.id, tree_id=tree_id)
+    n = await cleanup_service.apply_names(
+        session, actor=current, tree=tree, edits=[e.model_dump() for e in data.edits]
+    )
+    return CleanupResult(updated=n)

backend/app/api/v1/events.py

@@ -3,7 +3,7 @@ import uuid
 from fastapi import APIRouter, status
 
 from app.api.deps import CurrentUser, SessionDep
-from app.schemas.event import EventCreate, EventRead
+from app.schemas.event import EventCreate, EventRead, EventUpdate
 from app.services import event_service, tree_service
 
 router = APIRouter(prefix="/trees", tags=["events"])
@@ -40,6 +40,25 @@ async def list_person_events(
     return [EventRead.model_validate(e) for e in events]
 
 
+@router.patch("/{tree_id}/events/{event_id}", response_model=EventRead)
+async def update_event(
+    tree_id: uuid.UUID,
+    event_id: uuid.UUID,
+    data: EventUpdate,
+    session: SessionDep,
+    current: CurrentUser,
+) -> EventRead:
+    tree = await tree_service.get_tree(session, viewer_id=current.id, tree_id=tree_id)
+    event = await event_service.update_event(
+        session,
+        actor=current,
+        tree=tree,
+        event_id=event_id,
+        changes=data.model_dump(exclude_unset=True),
+    )
+    return EventRead.model_validate(event)
+
+
 @router.delete("/{tree_id}/events/{event_id}", status_code=status.HTTP_204_NO_CONTENT)
 async def delete_event(
     tree_id: uuid.UUID, event_id: uuid.UUID, session: SessionDep, current: CurrentUser

backend/app/api/v1/gedcom.py

@@ -1,25 +1,56 @@
+import json
 import uuid
 
-from fastapi import APIRouter, File, Response, UploadFile
+from fastapi import APIRouter, File, Form, Response, UploadFile
 
 from app.api.deps import CurrentUser, SessionDep
-from app.schemas.gedcom import ImportReport
+from app.schemas.gedcom import ImportPreview, ImportReport
 from app.services import gedcom, tree_service
 
 router = APIRouter(prefix="/trees", tags=["gedcom"])
 
 
+@router.post("/{tree_id}/gedcom/preview", response_model=ImportPreview)
+async def preview_gedcom(
+    tree_id: uuid.UUID,
+    session: SessionDep,
+    current: CurrentUser,
+    file: UploadFile = File(...),
+) -> ImportPreview:
+    """Dry run: report counts and incoming people that look like duplicates of
+    existing ones, so the user can choose how to resolve each before importing."""
+    tree = await tree_service.get_tree(session, viewer_id=current.id, tree_id=tree_id)
+    text = (await file.read()).decode("utf-8", errors="replace")
+    report = await gedcom.preview_gedcom(session, actor=current, tree=tree, text=text)
+    return ImportPreview(**report)
+
+
 @router.post("/{tree_id}/gedcom/import", response_model=ImportReport)
 async def import_gedcom(
     tree_id: uuid.UUID,
     session: SessionDep,
     current: CurrentUser,
     file: UploadFile = File(...),
+    default_action: str = Form("new"),
+    resolutions: str = Form("{}"),
 ) -> ImportReport:
-    # NOTE: additive — records are created as new; existing people are not merged.
+    """Import a GEDCOM. ``default_action`` (new|skip|merge|overwrite) applies to
+    incoming people that match an existing one; ``resolutions`` is a JSON object
+    {xref: {action, target_id}} overriding it per record."""
     tree = await tree_service.get_tree(session, viewer_id=current.id, tree_id=tree_id)
     text = (await file.read()).decode("utf-8", errors="replace")
-    report = await gedcom.import_gedcom(session, actor=current, tree=tree, text=text)
+    try:
+        parsed = json.loads(resolutions or "{}")
+    except json.JSONDecodeError:
+        parsed = {}
+    report = await gedcom.import_gedcom(
+        session,
+        actor=current,
+        tree=tree,
+        text=text,
+        default_action=default_action,
+        resolutions=parsed,
+    )
     return ImportReport(**report)
 
 

backend/app/api/v1/media.py

@@ -3,7 +3,7 @@ import uuid
 from fastapi import APIRouter, File, Form, Response, UploadFile, status
 
 from app.api.deps import CurrentUser, ObjectStoreDep, SessionDep
-from app.schemas.media import MediaRead
+from app.schemas.media import MediaRead, MediaUpdate
 from app.services import media_service, tree_service
 
 
@@ -81,6 +81,26 @@ async def media_content(
     )
 
 
+@router.patch("/{tree_id}/media/{media_id}", response_model=MediaRead)
+async def update_media(
+    tree_id: uuid.UUID,
+    media_id: uuid.UUID,
+    data: MediaUpdate,
+    session: SessionDep,
+    current: CurrentUser,
+    store: ObjectStoreDep,
+) -> MediaRead:
+    tree = await tree_service.get_tree(session, viewer_id=current.id, tree_id=tree_id)
+    media = await media_service.update_media(
+        session,
+        actor=current,
+        tree=tree,
+        media_id=media_id,
+        changes=data.model_dump(exclude_unset=True),
+    )
+    return _read(media)
+
+
 @router.delete("/{tree_id}/media/{media_id}", status_code=status.HTTP_204_NO_CONTENT)
 async def delete_media(
     tree_id: uuid.UUID, media_id: uuid.UUID, session: SessionDep, current: CurrentUser

backend/app/api/v1/members.py

@@ -0,0 +1,61 @@
+"""Tree membership management endpoints (owner-managed; members can list)."""
+
+import uuid
+
+from fastapi import APIRouter, status
+
+from app.api.deps import CurrentUser, SessionDep
+from app.schemas.membership import MemberAdd, MemberRoleUpdate, MembershipRead
+from app.services import membership_service, tree_service
+
+router = APIRouter(prefix="/trees", tags=["members"])
+
+
+@router.get("/{tree_id}/members", response_model=list[MembershipRead])
+async def list_members(
+    tree_id: uuid.UUID, session: SessionDep, current: CurrentUser
+) -> list[MembershipRead]:
+    tree = await tree_service.get_tree(session, viewer_id=current.id, tree_id=tree_id)
+    rows = await membership_service.list_members(session, viewer_id=current.id, tree=tree)
+    return [MembershipRead(**r) for r in rows]
+
+
+@router.post(
+    "/{tree_id}/members", response_model=MembershipRead, status_code=status.HTTP_201_CREATED
+)
+async def add_member(
+    tree_id: uuid.UUID, data: MemberAdd, session: SessionDep, current: CurrentUser
+) -> MembershipRead:
+    tree = await tree_service.get_tree(session, viewer_id=current.id, tree_id=tree_id)
+    row = await membership_service.add_member(
+        session, actor=current, tree=tree, email=data.email, role=data.role
+    )
+    return MembershipRead(**row)
+
+
+@router.patch("/{tree_id}/members/{membership_id}", response_model=MembershipRead)
+async def update_member(
+    tree_id: uuid.UUID,
+    membership_id: uuid.UUID,
+    data: MemberRoleUpdate,
+    session: SessionDep,
+    current: CurrentUser,
+) -> MembershipRead:
+    tree = await tree_service.get_tree(session, viewer_id=current.id, tree_id=tree_id)
+    row = await membership_service.update_member_role(
+        session, actor=current, tree=tree, membership_id=membership_id, role=data.role
+    )
+    return MembershipRead(**row)
+
+
+@router.delete("/{tree_id}/members/{membership_id}", status_code=status.HTTP_204_NO_CONTENT)
+async def remove_member(
+    tree_id: uuid.UUID,
+    membership_id: uuid.UUID,
+    session: SessionDep,
+    current: CurrentUser,
+) -> None:
+    tree = await tree_service.get_tree(session, viewer_id=current.id, tree_id=tree_id)
+    await membership_service.remove_member(
+        session, actor=current, tree=tree, membership_id=membership_id
+    )

backend/app/api/v1/names.py

@@ -0,0 +1,90 @@
+import uuid
+
+from fastapi import APIRouter, status
+
+from app.api.deps import CurrentUser, SessionDep
+from app.schemas.name import NameCreate, NameRead, NameUpdate
+from app.services import name_service, tree_service
+
+# Names are nested under their person (which is nested under the tree tenant).
+router = APIRouter(prefix="/trees", tags=["names"])
+
+
+@router.get("/{tree_id}/persons/{person_id}/names", response_model=list[NameRead])
+async def list_names(
+    tree_id: uuid.UUID, person_id: uuid.UUID, session: SessionDep, current: CurrentUser
+) -> list[NameRead]:
+    tree = await tree_service.get_tree(session, viewer_id=current.id, tree_id=tree_id)
+    names = await name_service.list_names(
+        session, viewer_id=current.id, tree=tree, person_id=person_id
+    )
+    return [NameRead.model_validate(n) for n in names]
+
+
+@router.post(
+    "/{tree_id}/persons/{person_id}/names",
+    response_model=NameRead,
+    status_code=status.HTTP_201_CREATED,
+)
+async def create_name(
+    tree_id: uuid.UUID,
+    person_id: uuid.UUID,
+    data: NameCreate,
+    session: SessionDep,
+    current: CurrentUser,
+) -> NameRead:
+    tree = await tree_service.get_tree(session, viewer_id=current.id, tree_id=tree_id)
+    name = await name_service.create_name(
+        session,
+        actor=current,
+        tree=tree,
+        person_id=person_id,
+        name_type=data.name_type,
+        given=data.given,
+        surname=data.surname,
+        prefix=data.prefix,
+        suffix=data.suffix,
+        nickname=data.nickname,
+        is_primary=data.is_primary,
+    )
+    return NameRead.model_validate(name)
+
+
+@router.patch(
+    "/{tree_id}/persons/{person_id}/names/{name_id}", response_model=NameRead
+)
+async def update_name(
+    tree_id: uuid.UUID,
+    person_id: uuid.UUID,
+    name_id: uuid.UUID,
+    data: NameUpdate,
+    session: SessionDep,
+    current: CurrentUser,
+) -> NameRead:
+    tree = await tree_service.get_tree(session, viewer_id=current.id, tree_id=tree_id)
+    name = await name_service.update_name(
+        session,
+        actor=current,
+        tree=tree,
+        person_id=person_id,
+        name_id=name_id,
+        changes=data.model_dump(exclude_unset=True),
+    )
+    return NameRead.model_validate(name)
+
+
+@router.delete(
+    "/{tree_id}/persons/{person_id}/names/{name_id}",
+    status_code=status.HTTP_204_NO_CONTENT,
+)
+async def delete_name(
+    tree_id: uuid.UUID,
+    person_id: uuid.UUID,
+    name_id: uuid.UUID,
+    session: SessionDep,
+    current: CurrentUser,
+) -> None:
+    tree = await tree_service.get_tree(session, viewer_id=current.id, tree_id=tree_id)
+    await name_service.delete_name(
+        session, actor=current, tree=tree, person_id=person_id, name_id=name_id
+    )

backend/app/api/v1/persons.py

@@ -1,9 +1,9 @@
 import uuid
 
-from fastapi import APIRouter, status
+from fastapi import APIRouter, HTTPException, status
 
 from app.api.deps import CurrentUser, SessionDep
-from app.schemas.person import PersonCreate, PersonRead
+from app.schemas.person import PersonCreate, PersonRead, PersonUpdate
 from app.services import person_service, tree_service
 
 # Persons are nested under their tree (the tenant boundary).
@@ -36,10 +36,27 @@ async def create_person(
 
 @router.get("/{tree_id}/persons", response_model=list[PersonRead])
 async def list_persons(
-    tree_id: uuid.UUID, session: SessionDep, current: CurrentUser, deleted: bool = False
+    tree_id: uuid.UUID,
+    session: SessionDep,
+    current: CurrentUser,
+    deleted: bool = False,
+    q: str | None = None,
+    ids: str | None = None,
 ) -> list[PersonRead]:
     tree = await tree_service.get_tree(session, viewer_id=current.id, tree_id=tree_id)
-    if deleted:
+    if ids is not None:
+        try:
+            id_list = [uuid.UUID(x) for x in ids.split(",") if x.strip()]
+        except ValueError as exc:
+            raise HTTPException(status.HTTP_422_UNPROCESSABLE_ENTITY, "invalid ids") from exc
+        persons = await person_service.list_persons_by_ids(
+            session, viewer_id=current.id, tree=tree, ids=id_list
+        )
+    elif q:
+        persons = await person_service.search_persons(
+            session, viewer_id=current.id, tree=tree, query=q
+        )
+    elif deleted:
         persons = await person_service.list_deleted_persons(
             session, viewer_id=current.id, tree=tree
         )
@@ -48,12 +65,40 @@ async def list_persons(
     return [PersonRead.model_validate(p) for p in persons]
 
 
-@router.delete("/{tree_id}/persons/{person_id}", status_code=status.HTTP_204_NO_CONTENT)
-async def delete_person(
-    tree_id: uuid.UUID, person_id: uuid.UUID, session: SessionDep, current: CurrentUser
-) -> None:
+@router.patch("/{tree_id}/persons/{person_id}", response_model=PersonRead)
+async def update_person(
+    tree_id: uuid.UUID,
+    person_id: uuid.UUID,
+    data: PersonUpdate,
+    session: SessionDep,
+    current: CurrentUser,
+) -> PersonRead:
     tree = await tree_service.get_tree(session, viewer_id=current.id, tree_id=tree_id)
-    await person_service.delete_person(session, actor=current, tree=tree, person_id=person_id)
+    person = await person_service.update_person(
+        session,
+        actor=current,
+        tree=tree,
+        person_id=person_id,
+        changes=data.model_dump(exclude_unset=True),
+    )
+    return PersonRead.model_validate(person)
+
+
+@router.delete("/{tree_id}/persons/{person_id}")
+async def delete_person(
+    tree_id: uuid.UUID,
+    person_id: uuid.UUID,
+    session: SessionDep,
+    current: CurrentUser,
+    cascade: bool = False,
+) -> dict[str, int]:
+    """Delete a person. ``cascade=true`` also deletes all descendants. Returns
+    the number of persons deleted (1 unless cascading)."""
+    tree = await tree_service.get_tree(session, viewer_id=current.id, tree_id=tree_id)
+    deleted = await person_service.delete_person(
+        session, actor=current, tree=tree, person_id=person_id, cascade=cascade
+    )
+    return {"deleted": deleted}
 
 
 @router.post("/{tree_id}/persons/{person_id}/restore", response_model=PersonRead)

backend/app/api/v1/proposals.py

@@ -0,0 +1,116 @@
+"""Change-proposal endpoints: list / create / get / apply / reject / delete.
+
+Applying a proposal is the only way its operations reach the database, and only
+an editor can do it (enforced in the service). See docs/design/change-proposal.md.
+"""
+
+import uuid
+
+from fastapi import APIRouter, status
+
+from app.api.deps import CurrentUser, SessionDep
+from app.models.enums import ChangeProposalStatus
+from app.schemas.change_proposal import (
+    ChangeProposalCreate,
+    ChangeProposalRead,
+    ProposalReview,
+)
+from app.services import change_proposal_service, tree_service
+
+router = APIRouter(prefix="/trees", tags=["proposals"])
+
+
+@router.get("/{tree_id}/proposals", response_model=list[ChangeProposalRead])
+async def list_proposals(
+    tree_id: uuid.UUID,
+    session: SessionDep,
+    current: CurrentUser,
+    status: ChangeProposalStatus | None = None,
+) -> list[ChangeProposalRead]:
+    tree = await tree_service.get_tree(session, viewer_id=current.id, tree_id=tree_id)
+    rows = await change_proposal_service.list_proposals(
+        session, viewer_id=current.id, tree=tree, status=status
+    )
+    return [ChangeProposalRead.model_validate(r) for r in rows]
+
+
+@router.post(
+    "/{tree_id}/proposals", response_model=ChangeProposalRead, status_code=status.HTTP_201_CREATED
+)
+async def create_proposal(
+    tree_id: uuid.UUID, data: ChangeProposalCreate, session: SessionDep, current: CurrentUser
+) -> ChangeProposalRead:
+    tree = await tree_service.get_tree(session, viewer_id=current.id, tree_id=tree_id)
+    operations = [op.model_dump(mode="json") for op in data.operations]
+    cp = await change_proposal_service.propose(
+        session,
+        tree=tree,
+        origin=data.origin,
+        created_by=current.id,
+        summary=data.summary,
+        rationale=data.rationale,
+        operations=operations,
+    )
+    return ChangeProposalRead.model_validate(cp)
+
+
+@router.get("/{tree_id}/proposals/{proposal_id}", response_model=ChangeProposalRead)
+async def get_proposal(
+    tree_id: uuid.UUID, proposal_id: uuid.UUID, session: SessionDep, current: CurrentUser
+) -> ChangeProposalRead:
+    tree = await tree_service.get_tree(session, viewer_id=current.id, tree_id=tree_id)
+    cp = await change_proposal_service.get_proposal(
+        session, viewer_id=current.id, tree=tree, proposal_id=proposal_id
+    )
+    return ChangeProposalRead.model_validate(cp)
+
+
+@router.post("/{tree_id}/proposals/{proposal_id}/apply", response_model=ChangeProposalRead)
+async def apply_proposal(
+    tree_id: uuid.UUID,
+    proposal_id: uuid.UUID,
+    session: SessionDep,
+    current: CurrentUser,
+    data: ProposalReview | None = None,
+) -> ChangeProposalRead:
+    tree = await tree_service.get_tree(session, viewer_id=current.id, tree_id=tree_id)
+    edited = (
+        [op.model_dump(mode="json") for op in data.operations]
+        if data and data.operations is not None
+        else None
+    )
+    cp = await change_proposal_service.apply(
+        session, actor=current, tree=tree, proposal_id=proposal_id, edited_operations=edited
+    )
+    return ChangeProposalRead.model_validate(cp)
+
+
+@router.post("/{tree_id}/proposals/{proposal_id}/reject", response_model=ChangeProposalRead)
+async def reject_proposal(
+    tree_id: uuid.UUID,
+    proposal_id: uuid.UUID,
+    session: SessionDep,
+    current: CurrentUser,
+    data: ProposalReview | None = None,
+) -> ChangeProposalRead:
+    tree = await tree_service.get_tree(session, viewer_id=current.id, tree_id=tree_id)
+    cp = await change_proposal_service.reject(
+        session,
+        actor=current,
+        tree=tree,
+        proposal_id=proposal_id,
+        note=data.note if data else None,
+    )
+    return ChangeProposalRead.model_validate(cp)
+
+
+@router.delete(
+    "/{tree_id}/proposals/{proposal_id}", status_code=status.HTTP_204_NO_CONTENT
+)
+async def delete_proposal(
+    tree_id: uuid.UUID, proposal_id: uuid.UUID, session: SessionDep, current: CurrentUser
+) -> None:
+    tree = await tree_service.get_tree(session, viewer_id=current.id, tree_id=tree_id)
+    await change_proposal_service.delete_proposal(
+        session, actor=current, tree=tree, proposal_id=proposal_id
+    )

backend/app/api/v1/public.py

@@ -0,0 +1,135 @@
+"""Public, read-only viewing surface.
+
+Optional auth (anonymous allowed). Every response is built by
+``public_view_service``, which routes through the privacy engine and redacts
+possibly-living people. No create/update/delete here.
+"""
+
+import uuid
+
+from fastapi import APIRouter
+
+from app.api.deps import CurrentUserOrNone, SessionDep
+from app.schemas.event import EventRead
+from app.schemas.name import NameRead
+from app.schemas.person import PersonRead
+from app.schemas.relationship import RelationshipRead
+from app.schemas.tree import PublicTreeRead
+from app.services import public_view_service
+
+router = APIRouter(prefix="/public", tags=["public"])
+
+
+def _vid(viewer: CurrentUserOrNone) -> uuid.UUID | None:
+    return viewer.id if viewer else None
+
+
+@router.get("/trees", response_model=list[PublicTreeRead])
+async def public_directory(
+    session: SessionDep,
+    viewer: CurrentUserOrNone,
+    q: str | None = None,
+    limit: int = 50,
+    offset: int = 0,
+) -> list[PublicTreeRead]:
+    trees = await public_view_service.list_public_trees(
+        session, viewer_id=_vid(viewer), q=q, limit=limit, offset=offset
+    )
+    return [PublicTreeRead.model_validate(t) for t in trees]
+
+
+@router.get("/trees/{tree_id}", response_model=PublicTreeRead)
+async def public_tree(
+    tree_id: uuid.UUID, session: SessionDep, viewer: CurrentUserOrNone
+) -> PublicTreeRead:
+    tree = await public_view_service.get_public_tree(
+        session, viewer_id=_vid(viewer), tree_id=tree_id
+    )
+    return PublicTreeRead.model_validate(tree)
+
+
+@router.get("/trees/{tree_id}/persons", response_model=list[PersonRead])
+async def public_persons(
+    tree_id: uuid.UUID, session: SessionDep, viewer: CurrentUserOrNone
+) -> list[PersonRead]:
+    tree = await public_view_service.get_public_tree(
+        session, viewer_id=_vid(viewer), tree_id=tree_id
+    )
+    persons = await public_view_service.list_public_persons(
+        session, viewer_id=_vid(viewer), tree=tree
+    )
+    return [PersonRead.model_validate(p) for p in persons]
+
+
+@router.get("/trees/{tree_id}/relationships", response_model=list[RelationshipRead])
+async def public_relationships(
+    tree_id: uuid.UUID, session: SessionDep, viewer: CurrentUserOrNone
+) -> list[RelationshipRead]:
+    tree = await public_view_service.get_public_tree(
+        session, viewer_id=_vid(viewer), tree_id=tree_id
+    )
+    rels = await public_view_service.list_public_relationships(
+        session, viewer_id=_vid(viewer), tree=tree
+    )
+    return [RelationshipRead.model_validate(r) for r in rels]
+
+
+@router.get("/trees/{tree_id}/events", response_model=list[EventRead])
+async def public_events(
+    tree_id: uuid.UUID, session: SessionDep, viewer: CurrentUserOrNone
+) -> list[EventRead]:
+    tree = await public_view_service.get_public_tree(
+        session, viewer_id=_vid(viewer), tree_id=tree_id
+    )
+    events = await public_view_service.list_public_events(
+        session, viewer_id=_vid(viewer), tree=tree
+    )
+    return [EventRead.model_validate(e) for e in events]
+
+
+@router.get("/trees/{tree_id}/persons/{person_id}", response_model=PersonRead)
+async def public_person(
+    tree_id: uuid.UUID,
+    person_id: uuid.UUID,
+    session: SessionDep,
+    viewer: CurrentUserOrNone,
+) -> PersonRead:
+    tree = await public_view_service.get_public_tree(
+        session, viewer_id=_vid(viewer), tree_id=tree_id
+    )
+    person = await public_view_service.get_public_person(
+        session, viewer_id=_vid(viewer), tree=tree, person_id=person_id
+    )
+    return PersonRead.model_validate(person)
+
+
+@router.get("/trees/{tree_id}/persons/{person_id}/names", response_model=list[NameRead])
+async def public_person_names(
+    tree_id: uuid.UUID,
+    person_id: uuid.UUID,
+    session: SessionDep,
+    viewer: CurrentUserOrNone,
+) -> list[NameRead]:
+    tree = await public_view_service.get_public_tree(
+        session, viewer_id=_vid(viewer), tree_id=tree_id
+    )
+    names = await public_view_service.list_public_person_names(
+        session, viewer_id=_vid(viewer), tree=tree, person_id=person_id
+    )
+    return [NameRead.model_validate(n) for n in names]
+
+
+@router.get("/trees/{tree_id}/persons/{person_id}/events", response_model=list[EventRead])
+async def public_person_events(
+    tree_id: uuid.UUID,
+    person_id: uuid.UUID,
+    session: SessionDep,
+    viewer: CurrentUserOrNone,
+) -> list[EventRead]:
+    tree = await public_view_service.get_public_tree(
+        session, viewer_id=_vid(viewer), tree_id=tree_id
+    )
+    events = await public_view_service.list_public_person_events(
+        session, viewer_id=_vid(viewer), tree=tree, person_id=person_id
+    )
+    return [EventRead.model_validate(e) for e in events]

backend/app/api/v1/relationships.py

@@ -3,7 +3,7 @@ import uuid
 from fastapi import APIRouter, status
 
 from app.api.deps import CurrentUser, SessionDep
-from app.schemas.relationship import RelationshipCreate, RelationshipRead
+from app.schemas.relationship import RelationshipCreate, RelationshipRead, RelationshipUpdate
 from app.services import relationship_service, tree_service
 
 router = APIRouter(prefix="/trees", tags=["relationships"])
@@ -47,6 +47,25 @@ async def list_person_relationships(
     return [RelationshipRead.model_validate(r) for r in rels]
 
 
+@router.patch("/{tree_id}/relationships/{relationship_id}", response_model=RelationshipRead)
+async def update_relationship(
+    tree_id: uuid.UUID,
+    relationship_id: uuid.UUID,
+    data: RelationshipUpdate,
+    session: SessionDep,
+    current: CurrentUser,
+) -> RelationshipRead:
+    tree = await tree_service.get_tree(session, viewer_id=current.id, tree_id=tree_id)
+    rel = await relationship_service.update_relationship(
+        session,
+        actor=current,
+        tree=tree,
+        relationship_id=relationship_id,
+        changes=data.model_dump(exclude_unset=True),
+    )
+    return RelationshipRead.model_validate(rel)
+
+
 @router.delete(
     "/{tree_id}/relationships/{relationship_id}", status_code=status.HTTP_204_NO_CONTENT
 )

backend/app/api/v1/sources.py

@@ -3,7 +3,7 @@ import uuid
 from fastapi import APIRouter, status
 
 from app.api.deps import CurrentUser, SessionDep
-from app.schemas.source import SourceCreate, SourceRead
+from app.schemas.source import SourceCreate, SourceRead, SourceUpdate
 from app.services import source_service, tree_service
 
 router = APIRouter(prefix="/trees", tags=["sources"])
@@ -40,6 +40,25 @@ async def get_source(
     return SourceRead.model_validate(source)
 
 
+@router.patch("/{tree_id}/sources/{source_id}", response_model=SourceRead)
+async def update_source(
+    tree_id: uuid.UUID,
+    source_id: uuid.UUID,
+    data: SourceUpdate,
+    session: SessionDep,
+    current: CurrentUser,
+) -> SourceRead:
+    tree = await tree_service.get_tree(session, viewer_id=current.id, tree_id=tree_id)
+    source = await source_service.update_source(
+        session,
+        actor=current,
+        tree=tree,
+        source_id=source_id,
+        changes=data.model_dump(exclude_unset=True),
+    )
+    return SourceRead.model_validate(source)
+
+
 @router.delete("/{tree_id}/sources/{source_id}", status_code=status.HTTP_204_NO_CONTENT)
 async def delete_source(
     tree_id: uuid.UUID, source_id: uuid.UUID, session: SessionDep, current: CurrentUser

backend/app/api/v1/trees.py

@@ -2,8 +2,8 @@ import uuid
 
 from fastapi import APIRouter, status
 
-from app.api.deps import CurrentUser, SessionDep
-from app.schemas.tree import TreeCreate, TreeRead
+from app.api.deps import CurrentUser, ObjectStoreDep, SessionDep
+from app.schemas.tree import TreeCreate, TreePurge, TreeRead, TreeUpdate
 from app.services import tree_service
 
 router = APIRouter(prefix="/trees", tags=["trees"])
@@ -38,6 +38,16 @@ async def get_tree(tree_id: uuid.UUID, session: SessionDep, current: CurrentUser
     return TreeRead.model_validate(tree)
 
 
+@router.patch("/{tree_id}", response_model=TreeRead)
+async def update_tree(
+    tree_id: uuid.UUID, data: TreeUpdate, session: SessionDep, current: CurrentUser
+) -> TreeRead:
+    tree = await tree_service.update_tree(
+        session, actor=current, tree_id=tree_id, changes=data.model_dump(exclude_unset=True)
+    )
+    return TreeRead.model_validate(tree)
+
+
 @router.delete("/{tree_id}", status_code=status.HTTP_204_NO_CONTENT)
 async def delete_tree(tree_id: uuid.UUID, session: SessionDep, current: CurrentUser) -> None:
     await tree_service.delete_tree(session, actor=current, tree_id=tree_id)
@@ -47,3 +57,18 @@ async def delete_tree(tree_id: uuid.UUID, session: SessionDep, current: CurrentU
 async def restore_tree(tree_id: uuid.UUID, session: SessionDep, current: CurrentUser) -> TreeRead:
     tree = await tree_service.restore_tree(session, actor=current, tree_id=tree_id)
     return TreeRead.model_validate(tree)
+
+
+@router.post("/{tree_id}/purge", status_code=status.HTTP_204_NO_CONTENT)
+async def purge_tree(
+    tree_id: uuid.UUID,
+    data: TreePurge,
+    session: SessionDep,
+    current: CurrentUser,
+    store: ObjectStoreDep,
+) -> None:
+    """Permanently delete a soft-deleted tree and all its data — irreversible.
+    Owner-only; the tree must be in the trash and `confirm_name` must match."""
+    await tree_service.purge_tree(
+        session, store, actor=current, tree_id=tree_id, confirm_name=data.confirm_name
+    )

backend/app/api/v1/users.py

@@ -1,11 +1,63 @@
-from fastapi import APIRouter
+from fastapi import APIRouter, File, Form, Response, UploadFile
 
-from app.api.deps import CurrentUser
-from app.schemas.user import UserRead
+from app.api.deps import CurrentUser, ObjectStoreDep, SessionDep, is_instance_owner
+from app.schemas.user import UserRead, UserSelfPersonUpdate
+from app.services import account_service, user_service
 
 router = APIRouter(prefix="/users", tags=["users"])
 
 
+def _me(user) -> UserRead:
+    out = UserRead.model_validate(user)
+    out.is_instance_owner = is_instance_owner(user)
+    return out
+
+
 @router.get("/me", response_model=UserRead)
 async def read_me(current: CurrentUser) -> UserRead:
-    return UserRead.model_validate(current)
+    return _me(current)
+
+
+@router.patch("/me/self-person", response_model=UserRead)
+async def set_self_person(
+    data: UserSelfPersonUpdate, session: SessionDep, current: CurrentUser
+) -> UserRead:
+    """Link (or unlink) the Person record that represents this account."""
+    user = await user_service.set_self_person(
+        session, user=current, person_id=data.self_person_id
+    )
+    return _me(user)
+
+
+@router.get("/me/export")
+async def export_account(
+    session: SessionDep, current: CurrentUser, store: ObjectStoreDep
+) -> Response:
+    """Download a full backup (JSON + media) of every tree the user owns."""
+    data = await account_service.export_account(session, store, user=current)
+    return Response(
+        content=data,
+        media_type="application/zip",
+        headers={"Content-Disposition": 'attachment; filename="provenance-export.zip"'},
+    )
+
+
+@router.post("/me/import")
+async def import_account(
+    session: SessionDep,
+    current: CurrentUser,
+    store: ObjectStoreDep,
+    file: UploadFile = File(...),
+) -> dict:
+    """Restore a previously-exported backup into new trees (non-destructive)."""
+    raw = await file.read()
+    return await account_service.import_account(session, store, user=current, raw_zip=raw)
+
+
+@router.delete("/me", status_code=204)
+async def delete_account(
+    session: SessionDep, current: CurrentUser, confirm_email: str = Form(...)
+) -> None:
+    """Delete the account: the user, their owned trees, and their sessions.
+    Requires retyping the account email as a guard."""
+    await account_service.delete_account(session, user=current, confirm_email=confirm_email)

backend/app/core/config.py

@@ -22,6 +22,18 @@ class Settings(BaseSettings):
     version: str = "0.0.0"
     app_env: str = Field(default="development", description="development | production")
 
+    # --- Instance owner / operator ---
+    # Email(s) of the instance owner(s) — the operator(s) who run this server.
+    # The matching account(s) get instance-admin rights (instance-wide settings;
+    # see /api/v1/admin). Comma-separated for several. Empty = no designated
+    # owner (the instance has no operator account). Derived at request time, so
+    # changing it takes effect immediately with no migration or DB state.
+    owner_email: str = ""
+
+    def owner_emails(self) -> frozenset[str]:
+        """Normalized (lowercased, trimmed) owner emails; empty if none set."""
+        return frozenset(e.strip().lower() for e in self.owner_email.split(",") if e.strip())
+
     # SQLAlchemy async URL, e.g. postgresql+asyncpg://user:pass@host:5432/db
     database_url: str = Field(
         default="postgresql+asyncpg://provenance:provenance@localhost:5432/provenance",
@@ -48,6 +60,11 @@ class Settings(BaseSettings):
     purge_after_days: int = 30  # soft-deleted rows older than this are purged
 
     # --- Email (SMTP) ---
+    # When true, a user with no verified email gets no active session (login is
+    # refused and existing sessions stop resolving). Default false so self-hosts
+    # without SMTP — and accounts created before this gate existed — aren't
+    # locked out; operators turn it on once mail works and accounts are verified.
+    require_email_verification: bool = False
     mailer: str = Field(default="console", description="console | smtp")
     smtp_host: str | None = None
     smtp_port: int = 587
@@ -55,6 +72,36 @@ class Settings(BaseSettings):
     smtp_password: str | None = None
     smtp_from: str = "Provenance <no-reply@provenance.local>"
 
+    # --- Model providers (AI assistant + match-ranking embeddings) ---
+    # Configure as many as you like; each is enabled when its credentials are
+    # present. `default_*_provider` picks which one is used by default. LLM and
+    # embeddings are independent (Anthropic has no embeddings endpoint).
+    default_llm_provider: str = "null"  # null | anthropic | openai | xai | ollama
+    default_embedding_provider: str = "null"  # null | openai | ollama
+    llm_max_tokens: int = 4096
+    embedding_dimensions: int = 1536  # must match the embedding model + pgvector column
+
+    # Anthropic (LLM only)
+    anthropic_api_key: str | None = None
+    anthropic_model: str = "claude-opus-4-8"
+
+    # OpenAI (LLM + embeddings)
+    openai_api_key: str | None = None
+    openai_base_url: str = "https://api.openai.com/v1"
+    openai_model: str = "gpt-4o"
+    openai_embedding_model: str = "text-embedding-3-small"
+
+    # xAI / Grok — OpenAI-compatible (LLM)
+    xai_api_key: str | None = None
+    xai_base_url: str = "https://api.x.ai/v1"
+    xai_model: str = "grok-2-latest"  # set to your account's current Grok model
+
+    # Ollama — local, OpenAI-compatible, no key (LLM + embeddings)
+    ollama_enabled: bool = False
+    ollama_base_url: str = "http://localhost:11434/v1"
+    ollama_model: str = "llama3.1"
+    ollama_embedding_model: str = "nomic-embed-text"
+
 
 @lru_cache
 def get_settings() -> Settings:

backend/app/core/schema_version.py

@@ -0,0 +1,59 @@
+"""Schema-drift detection — a safety net for the deploy pipeline.
+
+If a deploy ships code whose models reference a column a migration hasn't added
+yet (the code is ahead of the DB), every query against that table 500s with an
+opaque ``UndefinedColumnError``. That is exactly the failure that took the tree
+list down once: the backend image advanced but ``alembic upgrade head`` hadn't
+run on the server.
+
+The real prevention is auto-migrate on deploy (the entrypoint runs
+``alembic upgrade head`` when ``RUN_MIGRATIONS=1``). This module is defense in
+depth: it makes the drift *loud and explicit* — a readiness failure and a
+CRITICAL startup log — instead of a silent storm of 500s, so a half-applied
+deploy is obvious within seconds.
+"""
+
+from functools import lru_cache
+from pathlib import Path
+
+from sqlalchemy import text
+from sqlalchemy.ext.asyncio import AsyncConnection
+
+# app/core/schema_version.py -> backend/ (parents: core, app, backend)
+_MIGRATIONS_DIR = Path(__file__).resolve().parents[2] / "migrations"
+
+
+@lru_cache
+def expected_heads() -> frozenset[str]:
+    """Revision head(s) baked into this image's migration scripts. Static for a
+    given build, so cache it."""
+    from alembic.config import Config
+    from alembic.script import ScriptDirectory
+
+    cfg = Config()
+    cfg.set_main_option("script_location", str(_MIGRATIONS_DIR))
+    return frozenset(ScriptDirectory.from_config(cfg).get_heads())
+
+
+async def db_heads(conn: AsyncConnection) -> frozenset[str] | None:
+    """Revision(s) the database is stamped at, or ``None`` when the DB is not
+    Alembic-managed (no ``alembic_version`` table — e.g. a test DB built straight
+    from ``create_all``). ``to_regclass`` returns NULL rather than erroring when
+    the table is absent, so this never poisons the caller's transaction."""
+    if await conn.scalar(text("SELECT to_regclass('public.alembic_version')")) is None:
+        return None
+    result = await conn.execute(text("SELECT version_num FROM alembic_version"))
+    return frozenset(row[0] for row in result)
+
+
+async def schema_is_current(
+    conn: AsyncConnection,
+) -> tuple[bool, frozenset[str], frozenset[str]]:
+    """``(ok, db, expected)``. ``ok`` is True when the DB is stamped at the
+    code's head(s). A DB with no ``alembic_version`` table is treated as current
+    (not Alembic-managed → nothing to compare), so this stays quiet in tests."""
+    expected = expected_heads()
+    current = await db_heads(conn)
+    if current is None:
+        return True, frozenset(), expected
+    return current == expected, current, expected

backend/app/integrations/models/anthropic_provider.py

@@ -0,0 +1,24 @@
+"""Anthropic LLM provider (official SDK). Self-hosters who want everything to
+stay on their own metal would configure a local provider instead (e.g. Ollama) —
+that's a future implementation of the same LLMProvider interface."""
+
+from anthropic import AsyncAnthropic
+
+from app.integrations.models.base import LLMProvider
+
+
+class AnthropicLLMProvider(LLMProvider):
+    def __init__(self, *, api_key: str, model: str, max_tokens: int = 4096) -> None:
+        self._client = AsyncAnthropic(api_key=api_key)
+        self._model = model
+        self._max_tokens = max_tokens
+
+    async def complete(self, *, prompt: str, system: str | None = None) -> str:
+        resp = await self._client.messages.create(
+            model=self._model,
+            max_tokens=self._max_tokens,
+            system=system or "",
+            messages=[{"role": "user", "content": prompt}],
+        )
+        # content is a list of blocks; concatenate the text ones.
+        return "".join(b.text for b in resp.content if b.type == "text")

backend/app/integrations/models/base.py

@@ -0,0 +1,36 @@
+"""Model-provider interfaces — the seam the AI assistant and match ranking plug
+into. LLM (text) and embeddings are *separate* abstractions: Anthropic offers no
+embeddings endpoint, so the two are configured independently (twelve-factor,
+CLAUDE.md #7) and a deployment may run one without the other.
+
+These providers are read-only text/vector producers. They MUST NOT mutate tree
+data — the assistant's writes go through a ChangeProposal a human approves
+(CLAUDE.md #1). Nothing here touches the database.
+"""
+
+from abc import ABC, abstractmethod
+
+
+class LLMProvider(ABC):
+    """Text in, text out. Implementations wrap a chat/completion model."""
+
+    @abstractmethod
+    async def complete(self, *, prompt: str, system: str | None = None) -> str:
+        """Return the model's text response to a single user prompt."""
+        ...
+
+
+class EmbeddingProvider(ABC):
+    """Text in, vectors out — for pgvector-backed match ranking."""
+
+    #: Dimensionality of the returned vectors (for the pgvector column).
+    dimensions: int
+
+    @abstractmethod
+    async def embed(self, texts: list[str]) -> list[list[float]]:
+        """Return one embedding vector per input text, in order."""
+        ...
+
+
+class ModelProviderNotConfigured(RuntimeError):
+    """Raised when an AI capability is used but no provider is configured."""

backend/app/integrations/models/null.py

@@ -0,0 +1,31 @@
+"""Default providers when no model backend is configured — AI features are off.
+
+They fail loudly (rather than silently doing nothing) so a caller that reaches
+for an unconfigured capability gets a clear, actionable error.
+"""
+
+from app.integrations.models.base import (
+    EmbeddingProvider,
+    LLMProvider,
+    ModelProviderNotConfigured,
+)
+
+_MSG = (
+    "No model provider configured. Set MODEL_PROVIDER (e.g. 'anthropic') and the "
+    "provider's credentials to enable AI features."
+)
+
+
+class NullLLMProvider(LLMProvider):
+    async def complete(self, *, prompt: str, system: str | None = None) -> str:
+        raise ModelProviderNotConfigured(_MSG)
+
+
+class NullEmbeddingProvider(EmbeddingProvider):
+    dimensions = 0
+
+    async def embed(self, texts: list[str]) -> list[list[float]]:
+        raise ModelProviderNotConfigured(
+            "No embedding provider configured. Set EMBEDDING_PROVIDER and its "
+            "credentials to enable match ranking."
+        )

backend/app/integrations/models/openai_compat.py

@@ -0,0 +1,40 @@
+"""OpenAI-compatible providers (one implementation, many vendors).
+
+OpenAI, xAI (api.x.ai/v1), Ollama (…:11434/v1), OpenRouter, Together, vLLM, etc.
+all speak the OpenAI Chat Completions / Embeddings API — they differ only by
+base URL, key, and model name. So a single class, parameterized by those, plugs
+in every one of them via the official `openai` SDK.
+"""
+
+from openai import AsyncOpenAI
+
+from app.integrations.models.base import EmbeddingProvider, LLMProvider
+
+
+class OpenAICompatibleLLMProvider(LLMProvider):
+    def __init__(self, *, api_key: str | None, base_url: str, model: str, max_tokens: int = 4096) -> None:
+        # Local backends (Ollama) ignore the key but the SDK requires a non-empty one.
+        self._client = AsyncOpenAI(api_key=api_key or "not-needed", base_url=base_url)
+        self._model = model
+        self._max_tokens = max_tokens
+
+    async def complete(self, *, prompt: str, system: str | None = None) -> str:
+        messages: list[dict] = []
+        if system:
+            messages.append({"role": "system", "content": system})
+        messages.append({"role": "user", "content": prompt})
+        resp = await self._client.chat.completions.create(
+            model=self._model, max_tokens=self._max_tokens, messages=messages
+        )
+        return resp.choices[0].message.content or ""
+
+
+class OpenAICompatibleEmbeddingProvider(EmbeddingProvider):
+    def __init__(self, *, api_key: str | None, base_url: str, model: str, dimensions: int) -> None:
+        self._client = AsyncOpenAI(api_key=api_key or "not-needed", base_url=base_url)
+        self._model = model
+        self.dimensions = dimensions
+
+    async def embed(self, texts: list[str]) -> list[list[float]]:
+        resp = await self._client.embeddings.create(model=self._model, input=texts)
+        return [d.embedding for d in resp.data]

backend/app/main.py

@@ -7,6 +7,7 @@ engine is the single enforcement point for reads.
 
 import logging
 import sys
+from contextlib import asynccontextmanager
 
 from fastapi import FastAPI, Request
 from fastapi.responses import JSONResponse
@@ -14,6 +15,8 @@ from fastapi.responses import JSONResponse
 from app.api.health import router as health_router
 from app.api.v1 import api_router
 from app.core.config import get_settings
+from app.core.db import get_engine
+from app.core.schema_version import schema_is_current
 from app.services.exceptions import Conflict, Forbidden, NotFound
 
 
@@ -30,6 +33,32 @@ def _configure_logging() -> None:
     app_logger.propagate = False
 
 
+async def _check_schema_drift() -> None:
+    """On startup, shout if the DB schema is behind the code. The entrypoint
+    runs migrations when RUN_MIGRATIONS=1; this catches the case where that
+    didn't happen, so a half-applied deploy is obvious in the logs instead of a
+    silent storm of 500s. Never blocks startup — purely advisory."""
+    logger = logging.getLogger("provenance")
+    try:
+        async with get_engine().connect() as conn:
+            ok, db, expected = await schema_is_current(conn)
+        if not ok:
+            logger.critical(
+                "SCHEMA DRIFT: database is at %s but this build expects %s. "
+                "Run 'alembic upgrade head' — queries will fail until migrated.",
+                sorted(db) or ["none"],
+                sorted(expected),
+            )
+    except Exception as exc:  # noqa: BLE001 — advisory only; never block startup
+        logger.warning("schema drift check skipped: %s", exc)
+
+
+@asynccontextmanager
+async def _lifespan(app: FastAPI):
+    await _check_schema_drift()
+    yield
+
+
 def _register_error_handlers(app: FastAPI) -> None:
     @app.exception_handler(NotFound)
     async def _not_found(request: Request, exc: NotFound) -> JSONResponse:
@@ -51,6 +80,7 @@ def create_app() -> FastAPI:
         title=settings.app_name,
         version=settings.version,
         description="Provenance API — family and land provenance.",
+        lifespan=_lifespan,
     )
     app.include_router(health_router)
     app.include_router(api_router)

backend/app/models/__init__.py

@@ -4,6 +4,7 @@ and for ``create_all`` in tests."""
 from app.models.audit import AuditEntry
 from app.models.auth import Session, UserToken
 from app.models.base import Base
+from app.models.change_proposal import ChangeProposal
 from app.models.event import Event
 from app.models.media import Media
 from app.models.person import Name, Person
@@ -30,4 +31,5 @@ __all__ = [
     "Session",
     "UserToken",
     "Media",
+    "ChangeProposal",
 ]

backend/app/models/change_proposal.py

@@ -0,0 +1,48 @@
+"""ChangeProposal — a structured diff the AI assistant (or an untrusted
+contributor) proposes, which a human approves/edits/rejects. Applying it routes
+each operation through the normal editing services, so the change passes the
+privacy engine and is audited as the approving human's action. See
+docs/design/change-proposal.md and CLAUDE.md non-negotiable #1.
+"""
+
+import uuid
+from datetime import datetime
+
+from sqlalchemy import DateTime, ForeignKey, String, Text
+from sqlalchemy import Enum as SAEnum
+from sqlalchemy.dialects.postgresql import JSONB
+from sqlalchemy.orm import Mapped, mapped_column
+
+from app.models.base import Base
+from app.models.enums import ChangeProposalOrigin, ChangeProposalStatus
+from app.models.mixins import SoftDelete, TenantScoped, Timestamps, UUIDPrimaryKey
+
+
+class ChangeProposal(Base, UUIDPrimaryKey, TenantScoped, Timestamps, SoftDelete):
+    __tablename__ = "change_proposals"
+
+    status: Mapped[ChangeProposalStatus] = mapped_column(
+        SAEnum(ChangeProposalStatus, name="change_proposal_status"),
+        default=ChangeProposalStatus.pending,
+        server_default=ChangeProposalStatus.pending.value,
+        index=True,
+    )
+    origin: Mapped[ChangeProposalOrigin] = mapped_column(
+        SAEnum(ChangeProposalOrigin, name="change_proposal_origin"),
+        default=ChangeProposalOrigin.assistant,
+        server_default=ChangeProposalOrigin.assistant.value,
+    )
+    created_by_user_id: Mapped[uuid.UUID | None] = mapped_column(
+        ForeignKey("users.id", ondelete="SET NULL")
+    )
+    summary: Mapped[str] = mapped_column(String(512))
+    rationale: Mapped[str | None] = mapped_column(Text)
+    # The structured diff: a list of {op, entity_type, entity_id?, payload} dicts.
+    operations: Mapped[list] = mapped_column(JSONB, nullable=False)
+
+    reviewed_by_user_id: Mapped[uuid.UUID | None] = mapped_column(
+        ForeignKey("users.id", ondelete="SET NULL")
+    )
+    reviewed_at: Mapped[datetime | None] = mapped_column(DateTime(timezone=True))
+    review_note: Mapped[str | None] = mapped_column(String(512))
+    apply_error: Mapped[str | None] = mapped_column(Text)

backend/app/models/enums.py

@@ -9,9 +9,10 @@ import enum
 
 
 class TreeVisibility(enum.StrEnum):
-    public = "public"
-    unlisted = "unlisted"
-    private = "private"
+    public = "public"  # anyone on the web (anonymous), listed + search-indexable
+    site_members = "site_members"  # any authenticated user of this instance
+    unlisted = "unlisted"  # anyone with the link (anonymous), not listed/indexed
+    private = "private"  # members only (default)
 
 
 class MembershipRole(enum.StrEnum):
@@ -60,3 +61,14 @@ class AuditActorType(enum.StrEnum):
 class TokenPurpose(enum.StrEnum):
     email_verify = "email_verify"
     password_reset = "password_reset"
+
+
+class ChangeProposalStatus(enum.StrEnum):
+    pending = "pending"
+    applied = "applied"
+    rejected = "rejected"
+
+
+class ChangeProposalOrigin(enum.StrEnum):
+    assistant = "assistant"  # the AI assistant, acting on behalf of a user
+    contributor = "contributor"  # an untrusted human edit awaiting moderation

backend/app/models/person.py

@@ -7,7 +7,7 @@ aliases) so name changes over time are first-class.
 
 import uuid
 
-from sqlalchemy import Boolean, ForeignKey, Integer, String, Text, text
+from sqlalchemy import Boolean, ForeignKey, Index, Integer, String, Text, text
 from sqlalchemy import Enum as SAEnum
 from sqlalchemy.orm import Mapped, mapped_column
 
@@ -33,6 +33,22 @@ class Person(Base, UUIDPrimaryKey, TenantScoped, Timestamps, SoftDelete):
 
 class Name(Base, UUIDPrimaryKey, TenantScoped, Timestamps, SoftDelete):
     __tablename__ = "names"
+    # Trigram indexes for fuzzy name search (Mueller/Müller/Muller). Requires the
+    # pg_trgm extension (enabled in the accompanying migration).
+    __table_args__ = (
+        Index(
+            "ix_names_given_trgm",
+            "given",
+            postgresql_using="gin",
+            postgresql_ops={"given": "gin_trgm_ops"},
+        ),
+        Index(
+            "ix_names_surname_trgm",
+            "surname",
+            postgresql_using="gin",
+            postgresql_ops={"surname": "gin_trgm_ops"},
+        ),
+    )
 
     person_id: Mapped[uuid.UUID] = mapped_column(
         ForeignKey("persons.id", ondelete="CASCADE"), index=True

backend/app/models/tree.py

@@ -26,6 +26,21 @@ class Tree(Base, UUIDPrimaryKey, Timestamps, SoftDelete):
         default=TreeVisibility.private,
         server_default=TreeVisibility.private.value,
     )
+    # The person a tree opens focused on (its "home"/root person). Cleared if
+    # that person is deleted. use_alter + name: trees<->persons form an FK cycle.
+    home_person_id: Mapped[uuid.UUID | None] = mapped_column(
+        ForeignKey(
+            "persons.id",
+            ondelete="SET NULL",
+            name="fk_trees_home_person_id",
+            use_alter=True,
+        )
+    )
+    # Per-tree AI model policy (owner-configured). The names reference configured
+    # providers from the registry; null = that role has no model. The owner may
+    # use any configured provider; these limit members + the recommender.
+    ai_member_provider: Mapped[str | None] = mapped_column(String(32))
+    ai_recommender_provider: Mapped[str | None] = mapped_column(String(32))
 
 
 class TreeMembership(Base, UUIDPrimaryKey, Timestamps):

backend/app/models/user.py

@@ -3,9 +3,10 @@ multiple auth providers later (the provider-link table arrives with the auth
 slice). ``hashed_password`` is nullable: external/OIDC users have none.
 """
 
+import uuid
 from datetime import datetime
 
-from sqlalchemy import DateTime, String
+from sqlalchemy import DateTime, ForeignKey, String
 from sqlalchemy.orm import Mapped, mapped_column
 
 from app.models.base import Base
@@ -19,3 +20,15 @@ class User(Base, UUIDPrimaryKey, Timestamps, SoftDelete):
     email_verified_at: Mapped[datetime | None] = mapped_column(DateTime(timezone=True))
     display_name: Mapped[str | None] = mapped_column(String(255))
     hashed_password: Mapped[str | None] = mapped_column(String(255))
+    # The Person record that *is* this user ("home person"). Cleared if that
+    # person is deleted, so the link can never dangle.
+    self_person_id: Mapped[uuid.UUID | None] = mapped_column(
+        # use_alter + explicit name: users<->persons<->trees form an FK cycle,
+        # so this constraint must be created/dropped via ALTER, not inline.
+        ForeignKey(
+            "persons.id",
+            ondelete="SET NULL",
+            name="fk_users_self_person_id",
+            use_alter=True,
+        )
+    )

backend/app/schemas/admin.py

@@ -0,0 +1,20 @@
+"""Instance-admin schemas. Operator-facing, owner-only — operational status and
+config, never tree data or PII (instance ownership doesn't bypass privacy)."""
+
+from pydantic import BaseModel
+
+from app.schemas.ai_policy import ConfiguredProvider
+
+
+class InstanceStatus(BaseModel):
+    version: str
+    env: str
+    # Operator account(s) — the email(s) named in OWNER_EMAIL.
+    owner_emails: list[str]
+    require_email_verification: bool
+    # Aggregate, non-identifying counts (live rows only).
+    user_count: int
+    tree_count: int
+    # Instance-wide AI configuration (no secrets).
+    default_llm_provider: str
+    ai_providers: list[ConfiguredProvider]

backend/app/schemas/ai_policy.py

@@ -0,0 +1,22 @@
+from pydantic import BaseModel
+
+
+class ConfiguredProvider(BaseModel):
+    name: str
+    model: str
+
+
+class TreeAiPolicyRead(BaseModel):
+    # The model non-owners' assistant uses (null = none).
+    member_provider: str | None
+    # The model the association/recommendation engine uses (null = none).
+    recommender_provider: str | None
+    # Providers the operator has configured (from env). The owner may use any of
+    # these; the two settings above restrict members and the recommender to one.
+    configured_providers: list[ConfiguredProvider]
+    default_provider: str
+
+
+class TreeAiPolicyUpdate(BaseModel):
+    member_provider: str | None = None
+    recommender_provider: str | None = None

backend/app/schemas/auth.py

@@ -29,6 +29,11 @@ class PasswordResetConfirm(BaseModel):
     new_password: str = Field(min_length=8)
 
 
+class PasswordChange(BaseModel):
+    current_password: str
+    new_password: str = Field(min_length=8)
+
+
 class SessionRead(BaseModel):
     user: UserRead
     token: str

backend/app/schemas/change_proposal.py

@@ -0,0 +1,44 @@
+import uuid
+from datetime import datetime
+
+from pydantic import BaseModel, ConfigDict
+
+from app.models.enums import ChangeProposalOrigin, ChangeProposalStatus
+
+
+class ProposalOperation(BaseModel):
+    op: str  # create | update | delete
+    entity_type: str  # person | name | event | relationship | source | citation
+    entity_id: uuid.UUID | None = None
+    payload: dict = {}
+
+
+class ChangeProposalCreate(BaseModel):
+    summary: str
+    rationale: str | None = None
+    origin: ChangeProposalOrigin = ChangeProposalOrigin.contributor
+    operations: list[ProposalOperation]
+
+
+class ProposalReview(BaseModel):
+    note: str | None = None
+    # Optional edited operations to apply instead of the original (approve-with-edits).
+    operations: list[ProposalOperation] | None = None
+
+
+class ChangeProposalRead(BaseModel):
+    model_config = ConfigDict(from_attributes=True)
+
+    id: uuid.UUID
+    tree_id: uuid.UUID
+    status: ChangeProposalStatus
+    origin: ChangeProposalOrigin
+    created_by_user_id: uuid.UUID | None
+    summary: str
+    rationale: str | None
+    operations: list
+    reviewed_by_user_id: uuid.UUID | None
+    reviewed_at: datetime | None
+    review_note: str | None
+    apply_error: str | None
+    created_at: datetime

backend/app/schemas/cleanup.py

@@ -0,0 +1,56 @@
+import uuid
+
+from pydantic import BaseModel
+
+
+class DeceasedCandidate(BaseModel):
+    person_id: uuid.UUID
+    name: str
+    birth_year: int
+
+
+class DeceasedByChildCandidate(BaseModel):
+    person_id: uuid.UUID
+    name: str
+    child_birth_year: int
+
+
+class DeceasedApply(BaseModel):
+    person_ids: list[uuid.UUID]
+
+
+class GenderProposal(BaseModel):
+    person_id: uuid.UUID
+    name: str
+    proposed_gender: str
+
+
+class GenderUpdate(BaseModel):
+    person_id: uuid.UUID
+    gender: str
+
+
+class GenderApply(BaseModel):
+    updates: list[GenderUpdate]
+
+
+class NameIssue(BaseModel):
+    name_id: uuid.UUID
+    person_id: uuid.UUID
+    given: str | None = None
+    surname: str | None = None
+    issue: str
+
+
+class NameEdit(BaseModel):
+    name_id: uuid.UUID
+    given: str | None = None
+    surname: str | None = None
+
+
+class NameApply(BaseModel):
+    edits: list[NameEdit]
+
+
+class CleanupResult(BaseModel):
+    updated: int

backend/app/schemas/event.py

@@ -20,6 +20,19 @@ class EventCreate(BaseModel):
     notes: str | None = None
 
 
+class EventUpdate(BaseModel):
+    # All optional; only fields explicitly sent are changed (PATCH semantics).
+    event_type: str | None = None
+    place_id: uuid.UUID | None = None
+    date_value: str | None = None
+    date_start: date | None = None
+    date_end: date | None = None
+    date_precision: str | None = None
+    calendar: str | None = None
+    detail: str | None = None
+    notes: str | None = None
+
+
 class EventRead(BaseModel):
     model_config = ConfigDict(from_attributes=True)
 

backend/app/schemas/gedcom.py

@@ -1,6 +1,25 @@
+import uuid
+
 from pydantic import BaseModel
 
 
 class ImportReport(BaseModel):
     counts: dict[str, int]
     unmapped_tags: list[str]
+
+
+class DuplicateMatch(BaseModel):
+    # An incoming GEDCOM person that resembles an existing one in the tree.
+    xref: str
+    incoming_name: str
+    incoming_birth_year: str | None = None
+    existing_person_id: uuid.UUID
+    existing_name: str
+    existing_birth_year: str | None = None
+    score: str  # "high" | "medium"
+
+
+class ImportPreview(BaseModel):
+    counts: dict[str, int]
+    potential_duplicates: list[DuplicateMatch]
+    unmapped_tags: list[str]

backend/app/schemas/media.py

@@ -4,6 +4,13 @@ from datetime import datetime
 from pydantic import BaseModel, ConfigDict
 
 
+class MediaUpdate(BaseModel):
+    title: str | None = None
+    person_id: uuid.UUID | None = None
+    event_id: uuid.UUID | None = None
+    source_id: uuid.UUID | None = None
+
+
 class MediaRead(BaseModel):
     model_config = ConfigDict(from_attributes=True)
 

backend/app/schemas/membership.py

@@ -0,0 +1,26 @@
+import uuid
+from datetime import datetime
+
+from pydantic import BaseModel, ConfigDict
+
+from app.models.enums import MembershipRole
+
+
+class MembershipRead(BaseModel):
+    model_config = ConfigDict(from_attributes=True)
+
+    id: uuid.UUID
+    user_id: uuid.UUID
+    email: str
+    display_name: str | None
+    role: MembershipRole
+    created_at: datetime
+
+
+class MemberAdd(BaseModel):
+    email: str
+    role: MembershipRole = MembershipRole.viewer
+
+
+class MemberRoleUpdate(BaseModel):
+    role: MembershipRole

backend/app/schemas/name.py

@@ -0,0 +1,42 @@
+import uuid
+from datetime import datetime
+
+from pydantic import BaseModel, ConfigDict
+
+
+class NameCreate(BaseModel):
+    # Open vocabulary: birth/maiden, married, alias, religious, nickname, ...
+    name_type: str = "birth"
+    given: str | None = None
+    surname: str | None = None
+    prefix: str | None = None
+    suffix: str | None = None
+    nickname: str | None = None
+    is_primary: bool = False
+
+
+class NameUpdate(BaseModel):
+    name_type: str | None = None
+    given: str | None = None
+    surname: str | None = None
+    prefix: str | None = None
+    suffix: str | None = None
+    nickname: str | None = None
+    is_primary: bool | None = None
+
+
+class NameRead(BaseModel):
+    model_config = ConfigDict(from_attributes=True)
+
+    id: uuid.UUID
+    tree_id: uuid.UUID
+    person_id: uuid.UUID
+    name_type: str
+    given: str | None
+    surname: str | None
+    prefix: str | None
+    suffix: str | None
+    nickname: str | None
+    is_primary: bool
+    sort_order: int
+    created_at: datetime

backend/app/schemas/person.py

@@ -15,6 +15,16 @@ class PersonCreate(BaseModel):
     notes: str | None = None
 
 
+class PersonUpdate(BaseModel):
+    # Person fields + the primary name's parts; only sent fields are changed.
+    given: str | None = None
+    surname: str | None = None
+    gender: str | None = None
+    is_living: bool | None = None
+    privacy: PersonPrivacy | None = None
+    notes: str | None = None
+
+
 class PersonRead(BaseModel):
     model_config = ConfigDict(from_attributes=True)
 

backend/app/schemas/relationship.py

@@ -15,6 +15,11 @@ class RelationshipCreate(BaseModel):
     notes: str | None = None
 
 
+class RelationshipUpdate(BaseModel):
+    qualifier: ParentChildQualifier | None = None
+    notes: str | None = None
+
+
 class RelationshipRead(BaseModel):
     model_config = ConfigDict(from_attributes=True)
 

backend/app/schemas/source.py

@@ -33,6 +33,23 @@ class SourceRead(BaseModel):
     created_at: datetime
 
 
+class SourceUpdate(BaseModel):
+    title: str | None = None
+    author: str | None = None
+    source_type: str | None = None
+    repository: str | None = None
+    url: str | None = None
+    citation_text: str | None = None
+    publication_info: str | None = None
+    quality_note: str | None = None
+
+
+class CitationUpdate(BaseModel):
+    page: str | None = None
+    detail: str | None = None
+    confidence: CitationConfidence | None = None
+
+
 class CitationCreate(BaseModel):
     source_id: uuid.UUID
     # Exactly one target fact.

backend/app/schemas/tree.py

@@ -12,6 +12,18 @@ class TreeCreate(BaseModel):
     visibility: TreeVisibility = TreeVisibility.private
 
 
+class TreeUpdate(BaseModel):
+    name: str | None = None
+    description: str | None = None
+    visibility: TreeVisibility | None = None
+    home_person_id: uuid.UUID | None = None
+
+
+class TreePurge(BaseModel):
+    # Retype the tree's name to confirm a permanent, irreversible delete.
+    confirm_name: str
+
+
 class TreeRead(BaseModel):
     model_config = ConfigDict(from_attributes=True)
 
@@ -20,4 +32,18 @@ class TreeRead(BaseModel):
     description: str | None
     visibility: TreeVisibility
     owner_id: uuid.UUID
+    home_person_id: uuid.UUID | None = None
     created_at: datetime
+
+
+class PublicTreeRead(BaseModel):
+    """Tree projection for the public surface — deliberately omits owner_id so a
+    public/unlisted tree doesn't reveal which account owns it."""
+
+    model_config = ConfigDict(from_attributes=True)
+
+    id: uuid.UUID
+    name: str
+    description: str | None
+    visibility: TreeVisibility
+    home_person_id: uuid.UUID | None = None

backend/app/schemas/user.py

@@ -19,4 +19,13 @@ class UserRead(BaseModel):
     email: str
     display_name: str | None
     email_verified_at: datetime | None
+    self_person_id: uuid.UUID | None = None
     created_at: datetime
+    # Operational role, not a DB column: true when this account's email is named
+    # in OWNER_EMAIL. Set by the API layer (see users.read_me).
+    is_instance_owner: bool = False
+
+
+class UserSelfPersonUpdate(BaseModel):
+    # null clears the link; otherwise the Person that represents this account.
+    self_person_id: uuid.UUID | None = None

backend/app/services/account_service.py

@@ -0,0 +1,352 @@
+"""Account-level data portability: export the signed-in user's owned trees as a
+zip (JSON + media bytes), restore such a zip into a brand-new tree
+(non-destructive), and delete the account.
+
+The export format is a zip containing ``account.json`` plus ``media/<id>`` blobs.
+Restore always creates new trees and remaps ids, so it can't clobber existing
+data.
+"""
+
+import hashlib
+import io
+import json
+import uuid
+import zipfile
+from datetime import UTC, date, datetime
+
+from sqlalchemy import select, update
+from sqlalchemy.ext.asyncio import AsyncSession
+
+from app.integrations.objectstore.base import ObjectStore
+from app.models.auth import Session as SessionModel
+from app.models.enums import MembershipRole
+from app.models.event import Event
+from app.models.media import Media
+from app.models.person import Name, Person
+from app.models.place import Place
+from app.models.relationship import Relationship
+from app.models.source import Citation, Source
+from app.models.tree import Tree, TreeMembership
+from app.models.user import User
+from app.services.audit import record_audit
+from app.services.exceptions import Forbidden, NotFound
+
+EXPORT_VERSION = 1
+_DROP = {"created_at", "updated_at", "deleted_at", "tree_id"}
+# Media columns rebuilt on import (storage is re-keyed, checksum recomputed).
+_MEDIA_DROP = _DROP | {"uploader_id", "storage_key", "byte_size", "checksum_sha256"}
+_DATE_FIELDS = {"date_start", "date_end"}
+
+
+def _row(obj, drop: set[str]) -> dict:
+    out: dict = {}
+    for col in obj.__table__.columns.keys():  # noqa: SIM118
+        if col in drop:
+            continue
+        out[col] = getattr(obj, col)
+    return out
+
+
+async def _entities(session: AsyncSession, model, tree_id: uuid.UUID):
+    stmt = select(model).where(model.tree_id == tree_id, model.deleted_at.is_(None))
+    return list((await session.execute(stmt)).scalars().all())
+
+
+async def export_account(session: AsyncSession, store: ObjectStore, *, user: User) -> bytes:
+    """Build a zip of every tree the user owns: account.json + media blobs."""
+    trees = list(
+        (
+            await session.execute(
+                select(Tree).where(Tree.owner_id == user.id, Tree.deleted_at.is_(None))
+            )
+        ).scalars().all()
+    )
+
+    payload: dict = {
+        "version": EXPORT_VERSION,
+        "user": {"email": user.email, "display_name": user.display_name},
+        "trees": [],
+    }
+    media_blobs: list[tuple[str, bytes]] = []
+
+    for tree in trees:
+        media_rows = await _entities(session, Media, tree.id)
+        media_out = []
+        for m in media_rows:
+            ref = f"media/{m.id}"
+            rec = _row(m, _MEDIA_DROP)
+            rec["_file"] = ref
+            media_out.append(rec)
+            try:
+                media_blobs.append((ref, await store.get_object(key=m.storage_key)))
+            except Exception:  # noqa: BLE001 — a missing blob shouldn't abort the export
+                rec["_file"] = None
+
+        payload["trees"].append({
+            "tree": {
+                "name": tree.name,
+                "description": tree.description,
+                "visibility": tree.visibility,
+                "home_person_id": tree.home_person_id,
+            },
+            "places": [_row(p, _DROP) for p in await _entities(session, Place, tree.id)],
+            "persons": [_row(p, _DROP) for p in await _entities(session, Person, tree.id)],
+            "names": [_row(n, _DROP) for n in await _entities(session, Name, tree.id)],
+            "relationships": [
+                _row(r, _DROP) for r in await _entities(session, Relationship, tree.id)
+            ],
+            "events": [_row(e, _DROP) for e in await _entities(session, Event, tree.id)],
+            "sources": [_row(s, _DROP) for s in await _entities(session, Source, tree.id)],
+            "citations": [_row(c, _DROP) for c in await _entities(session, Citation, tree.id)],
+            "media": media_out,
+        })
+
+    buf = io.BytesIO()
+    with zipfile.ZipFile(buf, "w", zipfile.ZIP_DEFLATED) as zf:
+        zf.writestr("account.json", json.dumps(payload, default=str, indent=2))
+        for ref, blob in media_blobs:
+            zf.writestr(ref, blob)
+    return buf.getvalue()
+
+
+def _as_uuid(v) -> uuid.UUID | None:
+    return uuid.UUID(v) if v else None
+
+
+def _as_date(v) -> date | None:
+    return date.fromisoformat(v) if v else None
+
+
+async def import_account(
+    session: AsyncSession, store: ObjectStore, *, user: User, raw_zip: bytes
+) -> dict:
+    """Restore an exported zip into NEW trees owned by the user. Non-destructive:
+    every record gets a fresh id; nothing existing is touched."""
+    try:
+        zf = zipfile.ZipFile(io.BytesIO(raw_zip))
+        payload = json.loads(zf.read("account.json"))
+    except (zipfile.BadZipFile, KeyError, json.JSONDecodeError) as e:
+        raise NotFound("not a valid Provenance export") from e
+
+    counts: dict[str, int] = {"trees": 0, "persons": 0, "events": 0, "media": 0}
+
+    for tdata in payload.get("trees", []):
+        t = tdata.get("tree", {})
+        tree = Tree(
+            owner_id=user.id,
+            name=(t.get("name") or "Imported tree"),
+            description=t.get("description"),
+            visibility=t.get("visibility") or "private",
+        )
+        session.add(tree)
+        await session.flush()
+        session.add(
+            TreeMembership(tree_id=tree.id, user_id=user.id, role=MembershipRole.owner)
+        )
+        counts["trees"] += 1
+
+        # id remaps from the export's ids to the freshly created ones.
+        pmap: dict[str, uuid.UUID] = {}
+        rmap: dict[str, uuid.UUID] = {}
+        smap: dict[str, uuid.UUID] = {}
+        nmap: dict[str, uuid.UUID] = {}
+        emap: dict[str, uuid.UUID] = {}
+        plmap: dict[str, uuid.UUID] = {}
+
+        for pl in tdata.get("places", []):
+            obj = Place(
+                tree_id=tree.id,
+                name=pl.get("name") or "",
+                place_type=pl.get("place_type"),
+                latitude=pl.get("latitude"),
+                longitude=pl.get("longitude"),
+            )
+            session.add(obj)
+            await session.flush()
+            plmap[pl["id"]] = obj.id
+
+        for p in tdata.get("persons", []):
+            obj = Person(
+                tree_id=tree.id,
+                gender=p.get("gender"),
+                is_living=p.get("is_living"),
+                privacy=p.get("privacy") or "inherit",
+                notes=p.get("notes"),
+            )
+            session.add(obj)
+            await session.flush()
+            pmap[p["id"]] = obj.id
+            counts["persons"] += 1
+
+        for n in tdata.get("names", []):
+            pid = pmap.get(n.get("person_id"))
+            if pid is None:
+                continue
+            obj = Name(
+                tree_id=tree.id,
+                person_id=pid,
+                name_type=n.get("name_type") or "birth",
+                given=n.get("given"),
+                surname=n.get("surname"),
+                prefix=n.get("prefix"),
+                suffix=n.get("suffix"),
+                nickname=n.get("nickname"),
+                display_name=n.get("display_name"),
+                is_primary=bool(n.get("is_primary")),
+                sort_order=n.get("sort_order") or 0,
+            )
+            session.add(obj)
+            await session.flush()
+            nmap[n["id"]] = obj.id
+
+        for r in tdata.get("relationships", []):
+            a = pmap.get(r.get("person_from_id"))
+            b = pmap.get(r.get("person_to_id"))
+            if a is None or b is None:
+                continue
+            obj = Relationship(
+                tree_id=tree.id,
+                type=r.get("type"),
+                person_from_id=a,
+                person_to_id=b,
+                qualifier=r.get("qualifier"),
+                notes=r.get("notes"),
+            )
+            session.add(obj)
+            await session.flush()
+            rmap[r["id"]] = obj.id
+
+        for e in tdata.get("events", []):
+            obj = Event(
+                tree_id=tree.id,
+                event_type=e.get("event_type") or "other",
+                person_id=pmap.get(e.get("person_id")),
+                relationship_id=rmap.get(e.get("relationship_id")),
+                place_id=plmap.get(e.get("place_id")),
+                date_value=e.get("date_value"),
+                date_start=_as_date(e.get("date_start")),
+                date_end=_as_date(e.get("date_end")),
+                date_precision=e.get("date_precision"),
+                calendar=e.get("calendar") or "gregorian",
+                detail=e.get("detail"),
+                notes=e.get("notes"),
+            )
+            session.add(obj)
+            await session.flush()
+            emap[e["id"]] = obj.id
+            counts["events"] += 1
+
+        for s in tdata.get("sources", []):
+            obj = Source(
+                tree_id=tree.id,
+                title=s.get("title") or "Untitled source",
+                author=s.get("author"),
+                source_type=s.get("source_type"),
+                repository=s.get("repository"),
+                url=s.get("url"),
+                citation_text=s.get("citation_text"),
+                publication_info=s.get("publication_info"),
+                quality_note=s.get("quality_note"),
+            )
+            session.add(obj)
+            await session.flush()
+            smap[s["id"]] = obj.id
+
+        for c in tdata.get("citations", []):
+            sid = smap.get(c.get("source_id"))
+            if sid is None:
+                continue
+            session.add(
+                Citation(
+                    tree_id=tree.id,
+                    source_id=sid,
+                    person_id=pmap.get(c.get("person_id")),
+                    event_id=emap.get(c.get("event_id")),
+                    name_id=nmap.get(c.get("name_id")),
+                    relationship_id=rmap.get(c.get("relationship_id")),
+                    page=c.get("page"),
+                    detail=c.get("detail"),
+                    confidence=c.get("confidence"),
+                )
+            )
+
+        for m in tdata.get("media", []):
+            ref = m.get("_file")
+            if not ref:
+                continue
+            try:
+                blob = zf.read(ref)
+            except KeyError:
+                continue
+            media_id = uuid.uuid4()
+            filename = m.get("original_filename") or "upload"
+            key = f"{tree.id}/{media_id}/{filename}"
+            await store.ensure_bucket()
+            await store.put_object(
+                key=key,
+                data=blob,
+                content_type=m.get("content_type") or "application/octet-stream",
+            )
+            session.add(
+                Media(
+                    id=media_id,
+                    tree_id=tree.id,
+                    uploader_id=user.id,
+                    storage_key=key,
+                    original_filename=filename,
+                    content_type=m.get("content_type") or "application/octet-stream",
+                    byte_size=len(blob),
+                    checksum_sha256=hashlib.sha256(blob).hexdigest(),
+                    title=m.get("title"),
+                    person_id=pmap.get(m.get("person_id")),
+                    event_id=emap.get(m.get("event_id")),
+                    source_id=smap.get(m.get("source_id")),
+                )
+            )
+            counts["media"] += 1
+
+        # Remap the home person last, once persons exist.
+        home = t.get("home_person_id")
+        if home and home in pmap:
+            tree.home_person_id = pmap[home]
+
+        record_audit(
+            session,
+            action="import",
+            entity_type="Account",
+            entity_id=tree.id,
+            tree_id=tree.id,
+            actor_user_id=user.id,
+            after=counts,
+        )
+
+    await session.commit()
+    return counts
+
+
+async def delete_account(session: AsyncSession, *, user: User, confirm_email: str) -> None:
+    """Soft-delete the account: the user, the trees they own, and all their
+    sessions. Requires the user to retype their email as a guard."""
+    if confirm_email.strip().lower() != user.email.lower():
+        raise Forbidden("email confirmation does not match")
+    now = datetime.now(UTC)
+
+    await session.execute(
+        update(Tree)
+        .where(Tree.owner_id == user.id, Tree.deleted_at.is_(None))
+        .values(deleted_at=now)
+    )
+    await session.execute(
+        update(SessionModel)
+        .where(SessionModel.user_id == user.id, SessionModel.revoked_at.is_(None))
+        .values(revoked_at=now)
+    )
+    user.deleted_at = now
+    record_audit(
+        session,
+        action="delete",
+        entity_type="User",
+        entity_id=user.id,
+        actor_user_id=user.id,
+    )
+    await session.commit()

backend/app/services/ai_policy_service.py

@@ -0,0 +1,77 @@
+"""Per-tree AI model policy — owner-only. Assigns which configured provider
+members and the recommender use; the owner may use any configured provider.
+
+The operator decides which providers exist (env / registry); the tree owner
+decides who uses which. See app/api/deps.py for the registry.
+"""
+
+import uuid
+
+from sqlalchemy.ext.asyncio import AsyncSession
+
+from app.api.deps import configured_llm_providers
+from app.models.enums import MembershipRole
+from app.models.tree import Tree
+from app.models.user import User
+from app.services import privacy
+from app.services.exceptions import Forbidden
+
+
+async def _require_owner(session: AsyncSession, *, actor: User, tree: Tree) -> None:
+    role = await privacy.get_membership_role(session, actor.id, tree.id)
+    if role is not MembershipRole.owner:
+        raise Forbidden("only the tree owner can configure AI")
+
+
+def _names() -> set[str]:
+    return {p["name"] for p in configured_llm_providers()}
+
+
+async def get_policy(session: AsyncSession, *, actor: User, tree: Tree) -> dict:
+    await _require_owner(session, actor=actor, tree=tree)
+    from app.core.config import get_settings
+
+    return {
+        "member_provider": tree.ai_member_provider,
+        "recommender_provider": tree.ai_recommender_provider,
+        "configured_providers": configured_llm_providers(),
+        "default_provider": get_settings().default_llm_provider,
+    }
+
+
+async def update_policy(
+    session: AsyncSession,
+    *,
+    actor: User,
+    tree: Tree,
+    member_provider: str | None,
+    recommender_provider: str | None,
+) -> dict:
+    await _require_owner(session, actor=actor, tree=tree)
+    valid = _names()
+    for value in (member_provider, recommender_provider):
+        if value is not None and value not in valid:
+            raise Forbidden(f"'{value}' is not a configured provider")
+    tree.ai_member_provider = member_provider
+    tree.ai_recommender_provider = recommender_provider
+    await session.commit()
+    await session.refresh(tree)
+    return await get_policy(session, actor=actor, tree=tree)
+
+
+# --- Resolution helpers (for the future assistant / recommender) -------------
+
+def provider_name_for_member(tree: Tree) -> str | None:
+    """Provider an ordinary member's assistant should use, if any."""
+    return tree.ai_member_provider
+
+
+def provider_name_for_recommender(tree: Tree) -> str | None:
+    return tree.ai_recommender_provider
+
+
+def provider_name_for_owner(tree: Tree, requested: str | None = None) -> str | None:
+    """The owner may use any configured provider; default to the requested one."""
+    if requested and requested in _names():
+        return requested
+    return tree.ai_member_provider  # fall back to the member model

backend/app/services/audit.py

@@ -3,6 +3,7 @@ the change to a User (or the assistant principal acting for a User). Staged on
 the session; the caller commits as part of its unit of work.
 """
 
+import json
 import uuid
 
 from sqlalchemy.ext.asyncio import AsyncSession
@@ -11,6 +12,14 @@ from app.models.audit import AuditEntry
 from app.models.enums import AuditActorType
 
 
+def _json_safe(d: dict | None) -> dict | None:
+    """Coerce a change dict to JSON-native types (UUIDs, enums, dates -> str) so
+    it lands in the JSON audit column regardless of what the caller passed."""
+    if d is None:
+        return None
+    return json.loads(json.dumps(d, default=str))
+
+
 def record_audit(
     session: AsyncSession,
     *,
@@ -30,8 +39,8 @@ def record_audit(
         tree_id=tree_id,
         actor_user_id=actor_user_id,
         actor_type=actor_type,
-        before=before,
-        after=after,
+        before=_json_safe(before),
+        after=_json_safe(after),
     )
     session.add(entry)
     return entry

backend/app/services/auth_service.py

@@ -9,7 +9,7 @@ from sqlalchemy import select, update
 from sqlalchemy.ext.asyncio import AsyncSession
 
 from app.core.config import get_settings
-from app.core.security import generate_token, hash_password, hash_token
+from app.core.security import generate_token, hash_password, hash_token, verify_password
 from app.integrations.auth.local import LocalAuthProvider
 from app.integrations.mailer.base import Mailer
 from app.models.auth import Session as SessionModel
@@ -17,7 +17,7 @@ from app.models.auth import UserToken
 from app.models.enums import TokenPurpose
 from app.models.user import User
 from app.services.audit import record_audit
-from app.services.exceptions import Conflict, NotFound
+from app.services.exceptions import Conflict, Forbidden, NotFound
 
 _local_provider = LocalAuthProvider()
 
@@ -113,6 +113,8 @@ async def login(
     user = await _local_provider.authenticate(session, identifier=email, secret=password)
     if user is None:
         return None
+    if get_settings().require_email_verification and user.email_verified_at is None:
+        raise Forbidden("email not verified — check your inbox for the verification link")
     raw_token, record = _issue_session(session, user)
     record_audit(
         session, action="login", entity_type="User", entity_id=user.id, actor_user_id=user.id
@@ -141,11 +143,16 @@ async def resolve_session_user(session: AsyncSession, *, raw_token: str) -> User
     ).scalar_one_or_none()
     if record is None or record.revoked_at is not None or record.expires_at <= _now():
         return None
-    return (
+    user = (
         await session.execute(
             select(User).where(User.id == record.user_id, User.deleted_at.is_(None))
         )
     ).scalar_one_or_none()
+    # The single read-side enforcement: an unverified user has no active session
+    # when verification is required. Gates every authenticated request at once.
+    if user is not None and get_settings().require_email_verification and user.email_verified_at is None:
+        return None
+    return user
 
 
 async def verify_email(session: AsyncSession, *, raw_token: str) -> None:
@@ -178,6 +185,26 @@ async def request_password_reset(session: AsyncSession, mailer: Mailer, *, email
     await mailer.send_password_reset(to=email, link=_link("/auth/reset-password", raw))
 
 
+async def change_password(
+    session: AsyncSession, *, user: User, current_password: str, new_password: str
+) -> None:
+    """Change a logged-in user's password after re-verifying the current one.
+    Revokes other sessions so a changed password takes effect everywhere."""
+    if not user.hashed_password or not verify_password(
+        user.hashed_password, current_password
+    ):
+        raise Forbidden("current password is incorrect")
+    user.hashed_password = hash_password(new_password)
+    record_audit(
+        session,
+        action="change_password",
+        entity_type="User",
+        entity_id=user.id,
+        actor_user_id=user.id,
+    )
+    await session.commit()
+
+
 async def reset_password(session: AsyncSession, *, raw_token: str, new_password: str) -> None:
     token = await _consume_token(session, raw_token, TokenPurpose.password_reset)
     await session.execute(

backend/app/services/change_proposal_service.py

@@ -0,0 +1,355 @@
+"""ChangeProposal lifecycle: propose (assistant/contributor) → review → apply/reject.
+
+The structural guarantee (CLAUDE.md #1): a proposal's operations are executed
+ONLY by ``apply()``, which requires the actor be an editor and dispatches every
+op through the normal editing services — so each change passes the privacy
+engine and is audited as the approving human. ``propose()`` only inserts a
+pending row; it performs no domain mutation. See docs/design/change-proposal.md.
+"""
+
+import uuid
+from datetime import UTC, datetime
+
+from sqlalchemy import select
+from sqlalchemy.ext.asyncio import AsyncSession
+
+from app.models.change_proposal import ChangeProposal
+from app.models.enums import (
+    ChangeProposalOrigin,
+    ChangeProposalStatus,
+    CitationConfidence,
+    ParentChildQualifier,
+    RelationshipType,
+)
+from app.models.tree import Tree
+from app.models.user import User
+from app.services import (
+    citation_service,
+    event_service,
+    name_service,
+    person_service,
+    privacy,
+    relationship_service,
+    source_service,
+)
+from app.services.exceptions import Conflict, Forbidden, NotFound
+
+
+def _now() -> datetime:
+    return datetime.now(UTC)
+
+
+def _uuid(v) -> uuid.UUID | None:
+    return uuid.UUID(str(v)) if v else None
+
+
+async def _require_editor(session: AsyncSession, *, actor: User, tree: Tree) -> None:
+    if not await privacy.can_edit_tree(session, user_id=actor.id, tree=tree):
+        raise Forbidden("not an editor of this tree")
+
+
+async def _require_member(session: AsyncSession, *, viewer_id: uuid.UUID, tree: Tree) -> None:
+    # Proposals can reference unredacted facts → members only.
+    if await privacy.get_membership_role(session, viewer_id, tree.id) is None:
+        raise Forbidden("only members can see change proposals")
+
+
+async def _load(
+    session: AsyncSession, tree: Tree, proposal_id: uuid.UUID
+) -> ChangeProposal:
+    cp = (
+        await session.execute(
+            select(ChangeProposal).where(
+                ChangeProposal.id == proposal_id,
+                ChangeProposal.tree_id == tree.id,
+                ChangeProposal.deleted_at.is_(None),
+            )
+        )
+    ).scalar_one_or_none()
+    if cp is None:
+        raise NotFound("proposal not found")
+    return cp
+
+
+async def propose(
+    session: AsyncSession,
+    *,
+    tree: Tree,
+    origin: ChangeProposalOrigin,
+    created_by: uuid.UUID | None,
+    summary: str,
+    rationale: str | None,
+    operations: list[dict],
+) -> ChangeProposal:
+    """Insert a pending proposal. The ONLY mutation here is the proposal row — no
+    tree data changes. (No edit-rights check: proposing isn't writing.)"""
+    cp = ChangeProposal(
+        tree_id=tree.id,
+        origin=origin,
+        created_by_user_id=created_by,
+        summary=summary,
+        rationale=rationale,
+        operations=operations,
+        status=ChangeProposalStatus.pending,
+    )
+    session.add(cp)
+    await session.commit()
+    await session.refresh(cp)
+    return cp
+
+
+async def list_proposals(
+    session: AsyncSession,
+    *,
+    viewer_id: uuid.UUID,
+    tree: Tree,
+    status: ChangeProposalStatus | None = None,
+) -> list[ChangeProposal]:
+    await _require_member(session, viewer_id=viewer_id, tree=tree)
+    stmt = select(ChangeProposal).where(
+        ChangeProposal.tree_id == tree.id, ChangeProposal.deleted_at.is_(None)
+    )
+    if status is not None:
+        stmt = stmt.where(ChangeProposal.status == status)
+    stmt = stmt.order_by(ChangeProposal.created_at.desc())
+    return list((await session.execute(stmt)).scalars().all())
+
+
+async def get_proposal(
+    session: AsyncSession, *, viewer_id: uuid.UUID, tree: Tree, proposal_id: uuid.UUID
+) -> ChangeProposal:
+    await _require_member(session, viewer_id=viewer_id, tree=tree)
+    return await _load(session, tree, proposal_id)
+
+
+async def reject(
+    session: AsyncSession,
+    *,
+    actor: User,
+    tree: Tree,
+    proposal_id: uuid.UUID,
+    note: str | None = None,
+) -> ChangeProposal:
+    await _require_editor(session, actor=actor, tree=tree)
+    cp = await _load(session, tree, proposal_id)
+    if cp.status is not ChangeProposalStatus.pending:
+        raise Conflict("proposal is not pending")
+    cp.status = ChangeProposalStatus.rejected
+    cp.reviewed_by_user_id = actor.id
+    cp.reviewed_at = _now()
+    cp.review_note = note
+    await session.commit()
+    await session.refresh(cp)
+    return cp
+
+
+async def apply(
+    session: AsyncSession,
+    *,
+    actor: User,
+    tree: Tree,
+    proposal_id: uuid.UUID,
+    edited_operations: list[dict] | None = None,
+) -> ChangeProposal:
+    await _require_editor(session, actor=actor, tree=tree)
+    cp = await _load(session, tree, proposal_id)
+    if cp.status is not ChangeProposalStatus.pending:
+        raise Conflict("proposal is not pending")
+    ops = edited_operations if edited_operations is not None else list(cp.operations)
+    try:
+        for op in ops:
+            await _dispatch(session, actor=actor, tree=tree, op=op)
+    except Conflict:
+        raise
+    except Exception as exc:  # noqa: BLE001 — record the failure on the proposal
+        err = f"{type(exc).__name__}: {exc}"[:2000]
+        # The editing services raise (NotFound/Forbidden/validation) before
+        # committing, so the transaction is clean — record the error and commit.
+        # If a later op did write before failing, those ops already committed
+        # (v1 isn't cross-op transactional; see the design note).
+        cp = await _load(session, tree, proposal_id)
+        cp.apply_error = err
+        await session.commit()
+        raise Conflict(f"could not apply proposal: {err}") from exc
+    if edited_operations is not None:
+        cp.operations = edited_operations
+    cp.status = ChangeProposalStatus.applied
+    cp.reviewed_by_user_id = actor.id
+    cp.reviewed_at = _now()
+    cp.apply_error = None
+    await session.commit()
+    await session.refresh(cp)
+    return cp
+
+
+async def delete_proposal(
+    session: AsyncSession, *, actor: User, tree: Tree, proposal_id: uuid.UUID
+) -> None:
+    await _require_editor(session, actor=actor, tree=tree)
+    cp = await _load(session, tree, proposal_id)
+    cp.deleted_at = _now()
+    await session.commit()
+
+
+def _bad(entity_type: str, action: str) -> Conflict:
+    return Conflict(f"unsupported operation '{action}' on '{entity_type}'")
+
+
+async def _dispatch(session: AsyncSession, *, actor: User, tree: Tree, op: dict) -> None:
+    """Route one operation through the matching editing service (privacy + audit)."""
+    et = op.get("entity_type")
+    action = op.get("op")
+    payload = op.get("payload") or {}
+    eid = op.get("entity_id")
+
+    if et == "person":
+        if action == "create":
+            await person_service.create_person(
+                session,
+                actor=actor,
+                tree=tree,
+                given=payload.get("given"),
+                surname=payload.get("surname"),
+                gender=payload.get("gender"),
+                is_living=payload.get("is_living"),
+                notes=payload.get("notes"),
+            )
+        elif action == "update":
+            await person_service.update_person(
+                session, actor=actor, tree=tree, person_id=_uuid(eid), changes=payload
+            )
+        elif action == "delete":
+            await person_service.delete_person(
+                session,
+                actor=actor,
+                tree=tree,
+                person_id=_uuid(eid),
+                cascade=bool(payload.get("cascade", False)),
+            )
+        else:
+            raise _bad(et, action)
+    elif et == "event":
+        if action == "create":
+            await event_service.create_event(
+                session,
+                actor=actor,
+                tree=tree,
+                event_type=payload["event_type"],
+                person_id=_uuid(payload.get("person_id")),
+                relationship_id=_uuid(payload.get("relationship_id")),
+                date_value=payload.get("date_value"),
+                date_precision=payload.get("date_precision"),
+                detail=payload.get("detail"),
+                notes=payload.get("notes"),
+            )
+        elif action == "update":
+            await event_service.update_event(
+                session, actor=actor, tree=tree, event_id=_uuid(eid), changes=payload
+            )
+        elif action == "delete":
+            await event_service.delete_event(
+                session, actor=actor, tree=tree, event_id=_uuid(eid)
+            )
+        else:
+            raise _bad(et, action)
+    elif et == "relationship":
+        if action == "create":
+            await relationship_service.create_relationship(
+                session,
+                actor=actor,
+                tree=tree,
+                type=RelationshipType(payload["type"]),
+                person_from_id=_uuid(payload["person_from_id"]),
+                person_to_id=_uuid(payload["person_to_id"]),
+                qualifier=ParentChildQualifier(payload["qualifier"])
+                if payload.get("qualifier")
+                else None,
+                notes=payload.get("notes"),
+            )
+        elif action == "delete":
+            await relationship_service.delete_relationship(
+                session, actor=actor, tree=tree, relationship_id=_uuid(eid)
+            )
+        else:
+            raise _bad(et, action)
+    elif et == "name":
+        if action == "create":
+            await name_service.create_name(
+                session,
+                actor=actor,
+                tree=tree,
+                person_id=_uuid(payload["person_id"]),
+                name_type=payload.get("name_type", "birth"),
+                given=payload.get("given"),
+                surname=payload.get("surname"),
+                prefix=payload.get("prefix"),
+                suffix=payload.get("suffix"),
+                nickname=payload.get("nickname"),
+                is_primary=bool(payload.get("is_primary", False)),
+            )
+        elif action == "update":
+            changes = {k: v for k, v in payload.items() if k != "person_id"}
+            await name_service.update_name(
+                session,
+                actor=actor,
+                tree=tree,
+                person_id=_uuid(payload["person_id"]),
+                name_id=_uuid(eid),
+                changes=changes,
+            )
+        elif action == "delete":
+            await name_service.delete_name(
+                session,
+                actor=actor,
+                tree=tree,
+                person_id=_uuid(payload["person_id"]),
+                name_id=_uuid(eid),
+            )
+        else:
+            raise _bad(et, action)
+    elif et == "source":
+        if action == "create":
+            await source_service.create_source(
+                session,
+                actor=actor,
+                tree=tree,
+                title=payload["title"],
+                author=payload.get("author"),
+                source_type=payload.get("source_type"),
+                repository=payload.get("repository"),
+                url=payload.get("url"),
+                citation_text=payload.get("citation_text"),
+                publication_info=payload.get("publication_info"),
+                quality_note=payload.get("quality_note"),
+            )
+        elif action == "delete":
+            await source_service.delete_source(
+                session, actor=actor, tree=tree, source_id=_uuid(eid)
+            )
+        else:
+            raise _bad(et, action)
+    elif et == "citation":
+        if action == "create":
+            await citation_service.create_citation(
+                session,
+                actor=actor,
+                tree=tree,
+                source_id=_uuid(payload["source_id"]),
+                person_id=_uuid(payload.get("person_id")),
+                event_id=_uuid(payload.get("event_id")),
+                name_id=_uuid(payload.get("name_id")),
+                relationship_id=_uuid(payload.get("relationship_id")),
+                page=payload.get("page"),
+                detail=payload.get("detail"),
+                confidence=CitationConfidence(payload["confidence"])
+                if payload.get("confidence")
+                else None,
+            )
+        elif action == "delete":
+            await citation_service.delete_citation(
+                session, actor=actor, tree=tree, citation_id=_uuid(eid)
+            )
+        else:
+            raise _bad(et, action)
+    else:
+        raise Conflict(f"unsupported entity type '{et}'")

backend/app/services/citation_service.py

@@ -105,6 +105,15 @@ async def list_citations(
     indicators in a single round-trip."""
     if not await privacy.can_view_tree(session, user_id=viewer_id, tree=tree):
         raise Forbidden("not permitted to view this tree")
+    # Non-members get only citations whose cited fact resolves to a full-
+    # visibility person — a citation on a redacted living person's fact would
+    # otherwise leak that the person has that sourced fact.
+    if await privacy.get_membership_role(session, viewer_id, tree.id) is None:
+        from app.services import public_view_service
+
+        return await public_view_service.list_public_citations(
+            session, viewer_id=viewer_id, tree=tree
+        )
     stmt = (
         select(Citation)
         .where(Citation.tree_id == tree.id, Citation.deleted_at.is_(None))
@@ -113,6 +122,38 @@ async def list_citations(
     return list((await session.execute(stmt)).scalars().all())
 
 
+async def update_citation(
+    session: AsyncSession, *, actor: User, tree: Tree, citation_id: uuid.UUID, changes: dict
+) -> Citation:
+    if not await privacy.can_edit_tree(session, user_id=actor.id, tree=tree):
+        raise Forbidden("not an editor of this tree")
+    citation = (
+        await session.execute(
+            select(Citation).where(
+                Citation.id == citation_id,
+                Citation.tree_id == tree.id,
+                Citation.deleted_at.is_(None),
+            )
+        )
+    ).scalar_one_or_none()
+    if citation is None:
+        raise NotFound("citation not found")
+    for key in {"page", "detail", "confidence"} & changes.keys():
+        setattr(citation, key, changes[key])
+    record_audit(
+        session,
+        action="update",
+        entity_type="Citation",
+        entity_id=citation.id,
+        tree_id=tree.id,
+        actor_user_id=actor.id,
+        after=changes,
+    )
+    await session.commit()
+    await session.refresh(citation)
+    return citation
+
+
 async def delete_citation(
     session: AsyncSession, *, actor: User, tree: Tree, citation_id: uuid.UUID
 ) -> None:

backend/app/services/cleanup_service.py

@@ -0,0 +1,382 @@
+"""Bulk tree cleanup — preview/apply pairs for common import messes.
+
+Per the project's #1 rule (the assistant proposes, humans approve), each fix has
+a *preview* that returns the proposed changes and an *apply* that commits only
+the ids/edits the user confirmed. Nothing here mutates without an explicit apply
+call carrying the user's selections.
+"""
+
+import re
+import uuid
+
+from sqlalchemy import select
+from sqlalchemy.ext.asyncio import AsyncSession
+
+from app.models.enums import RelationshipType
+from app.models.event import Event
+from app.models.person import Name, Person
+from app.models.relationship import Relationship
+from app.models.tree import Tree
+from app.models.user import User
+from app.services import gedcom, privacy
+from app.services.audit import record_audit
+from app.services.exceptions import Forbidden, NotFound
+from app.services.name_gender_data import guess_sex
+
+
+async def _require_editor(session: AsyncSession, *, actor: User, tree: Tree) -> None:
+    if not await privacy.can_edit_tree(session, user_id=actor.id, tree=tree):
+        raise Forbidden("not an editor of this tree")
+
+
+async def _persons(session: AsyncSession, tree_id: uuid.UUID) -> list[Person]:
+    return list(
+        (
+            await session.execute(
+                select(Person).where(Person.tree_id == tree_id, Person.deleted_at.is_(None))
+            )
+        ).scalars().all()
+    )
+
+
+async def _primary_name_by_person(
+    session: AsyncSession, tree_id: uuid.UUID
+) -> dict[uuid.UUID, Name]:
+    names = (
+        await session.execute(
+            select(Name)
+            .where(Name.tree_id == tree_id, Name.deleted_at.is_(None))
+            .order_by(Name.is_primary.desc(), Name.sort_order)
+        )
+    ).scalars().all()
+    out: dict[uuid.UUID, Name] = {}
+    for n in names:
+        out.setdefault(n.person_id, n)
+    return out
+
+
+async def _birth_year_by_person(session: AsyncSession, tree_id: uuid.UUID) -> dict[uuid.UUID, int]:
+    evs = (
+        await session.execute(
+            select(Event).where(
+                Event.tree_id == tree_id,
+                Event.deleted_at.is_(None),
+                Event.event_type == "birth",
+            )
+        )
+    ).scalars().all()
+    out: dict[uuid.UUID, int] = {}
+    for e in evs:
+        if not e.person_id or e.person_id in out:
+            continue
+        y = e.date_start.year if e.date_start else None
+        if y is None:
+            ys = gedcom._year(e.date_value)
+            y = int(ys) if ys else None
+        if y is not None:
+            out[e.person_id] = y
+    return out
+
+
+def _display(n: Name | None) -> str:
+    if n is None:
+        return "Unnamed"
+    return " ".join(x for x in (n.given, n.surname) if x) or (n.display_name or "Unnamed")
+
+
+# ---- 1. Mark deceased by birth year -------------------------------------------------
+
+async def preview_deceased(
+    session: AsyncSession, *, actor: User, tree: Tree, year: int
+) -> list[dict]:
+    await _require_editor(session, actor=actor, tree=tree)
+    names = await _primary_name_by_person(session, tree.id)
+    years = await _birth_year_by_person(session, tree.id)
+    out: list[dict] = []
+    for p in await _persons(session, tree.id):
+        if p.is_living is False:  # already deceased
+            continue
+        by = years.get(p.id)
+        if by is not None and by <= year:
+            out.append(
+                {"person_id": str(p.id), "name": _display(names.get(p.id)), "birth_year": by}
+            )
+    out.sort(key=lambda r: r["birth_year"])
+    return out
+
+
+async def apply_deceased(
+    session: AsyncSession, *, actor: User, tree: Tree, person_ids: list[uuid.UUID]
+) -> int:
+    await _require_editor(session, actor=actor, tree=tree)
+    persons = (
+        await session.execute(
+            select(Person).where(
+                Person.tree_id == tree.id,
+                Person.deleted_at.is_(None),
+                Person.id.in_(person_ids),
+            )
+        )
+    ).scalars().all()
+    for p in persons:
+        p.is_living = False
+    record_audit(
+        session,
+        action="cleanup_deceased",
+        entity_type="Tree",
+        entity_id=tree.id,
+        tree_id=tree.id,
+        actor_user_id=actor.id,
+        after={"count": len(persons)},
+    )
+    await session.commit()
+    return len(persons)
+
+
+# ---- 1b. Mark deceased by a CHILD's birth year -------------------------------------
+# For parents whose own birth date is missing (so the birth-year rule can't reach
+# them) but who have a child born long ago — they're necessarily deceased. Applies
+# through the same apply_deceased() path.
+
+async def preview_deceased_by_child(
+    session: AsyncSession, *, actor: User, tree: Tree, year: int
+) -> list[dict]:
+    await _require_editor(session, actor=actor, tree=tree)
+    names = await _primary_name_by_person(session, tree.id)
+    years = await _birth_year_by_person(session, tree.id)
+    rels = (
+        await session.execute(
+            select(Relationship).where(
+                Relationship.tree_id == tree.id,
+                Relationship.deleted_at.is_(None),
+                Relationship.type == RelationshipType.parent_child,
+            )
+        )
+    ).scalars().all()
+    # parent id -> earliest child birth year, among children born on/before `year`.
+    earliest_child: dict[uuid.UUID, int] = {}
+    for r in rels:
+        cy = years.get(r.person_to_id)  # the child's birth year
+        if cy is None or cy > year:
+            continue
+        if r.person_from_id not in earliest_child or cy < earliest_child[r.person_from_id]:
+            earliest_child[r.person_from_id] = cy
+    persons = {p.id: p for p in await _persons(session, tree.id)}
+    out: list[dict] = []
+    for parent_id, cy in earliest_child.items():
+        p = persons.get(parent_id)
+        if p is None or p.is_living is False:  # gone or already deceased
+            continue
+        out.append(
+            {
+                "person_id": str(parent_id),
+                "name": _display(names.get(parent_id)),
+                "child_birth_year": cy,
+            }
+        )
+    out.sort(key=lambda r: r["child_birth_year"])
+    return out
+
+
+# ---- 2. Re-derive gender from a source GEDCOM (matches by name) ----------------------
+
+async def preview_gender(
+    session: AsyncSession, *, actor: User, tree: Tree, gedcom_text: str
+) -> list[dict]:
+    await _require_editor(session, actor=actor, tree=tree)
+    name2sex: dict[str, str] = {}
+    for rec in gedcom.parse_records(gedcom_text):
+        if rec.tag != "INDI":
+            continue
+        summ = gedcom._person_summary(rec)
+        sex = gedcom._sex(rec.text("SEX"))
+        if sex and summ["norm"]:
+            name2sex.setdefault(summ["norm"], sex)
+
+    names = await _primary_name_by_person(session, tree.id)
+    out: list[dict] = []
+    for p in await _persons(session, tree.id):
+        if p.gender:  # only fill in what's missing
+            continue
+        nm = names.get(p.id)
+        if nm is None:
+            continue
+        proposed = name2sex.get(gedcom._norm(nm.given, nm.surname))
+        if proposed:
+            out.append({"person_id": str(p.id), "name": _display(nm), "proposed_gender": proposed})
+    out.sort(key=lambda r: r["name"])
+    return out
+
+
+async def guess_gender_by_name(
+    session: AsyncSession, *, actor: User, tree: Tree
+) -> list[dict]:
+    """Best-guess sex from the first given name for people who don't have it set,
+    using the bundled name dictionary. Ambiguous/unknown names are skipped."""
+    await _require_editor(session, actor=actor, tree=tree)
+    names = await _primary_name_by_person(session, tree.id)
+    out: list[dict] = []
+    for p in await _persons(session, tree.id):
+        if p.gender:
+            continue
+        nm = names.get(p.id)
+        if nm is None:
+            continue
+        proposed = guess_sex(nm.given)
+        if proposed:
+            out.append({"person_id": str(p.id), "name": _display(nm), "proposed_gender": proposed})
+    out.sort(key=lambda r: r["name"])
+    return out
+
+
+async def guess_gender_by_spouse(
+    session: AsyncSession, *, actor: User, tree: Tree
+) -> list[dict]:
+    """Infer the sex of a person who has none set from a partner whose sex IS set
+    (couples in a tree are opposite-sex in practice — e.g. a confirmed-male
+    husband implies a female wife). People whose known partners disagree are
+    ambiguous and skipped; the result is a preview to review, not an auto-write."""
+    await _require_editor(session, actor=actor, tree=tree)
+    persons = await _persons(session, tree.id)
+    gender = {p.id: p.gender for p in persons}
+    names = await _primary_name_by_person(session, tree.id)
+    rels = (
+        await session.execute(
+            select(Relationship).where(
+                Relationship.tree_id == tree.id,
+                Relationship.deleted_at.is_(None),
+                Relationship.type == RelationshipType.partnership,
+            )
+        )
+    ).scalars().all()
+    opp = {"male": "female", "female": "male"}
+    proposals: dict[uuid.UUID, set[str]] = {}
+    for r in rels:
+        for me_id, other_id in (
+            (r.person_from_id, r.person_to_id),
+            (r.person_to_id, r.person_from_id),
+        ):
+            if gender.get(me_id):
+                continue  # this person already has a sex
+            other_sex = str(gender.get(other_id) or "")
+            if other_sex in opp:
+                proposals.setdefault(me_id, set()).add(opp[other_sex])
+    out: list[dict] = []
+    for pid, sexes in proposals.items():
+        if len(sexes) != 1:
+            continue  # partners of differing known sex → ambiguous
+        nm = names.get(pid)
+        if nm is None:
+            continue
+        out.append(
+            {"person_id": str(pid), "name": _display(nm), "proposed_gender": next(iter(sexes))}
+        )
+    out.sort(key=lambda r: r["name"])
+    return out
+
+
+async def apply_gender(
+    session: AsyncSession, *, actor: User, tree: Tree, updates: list[dict]
+) -> int:
+    """updates: [{person_id, gender}]."""
+    await _require_editor(session, actor=actor, tree=tree)
+    wanted = {uuid.UUID(str(u["person_id"])): u["gender"] for u in updates if u.get("gender")}
+    persons = (
+        await session.execute(
+            select(Person).where(
+                Person.tree_id == tree.id,
+                Person.deleted_at.is_(None),
+                Person.id.in_(wanted.keys()),
+            )
+        )
+    ).scalars().all()
+    for p in persons:
+        p.gender = wanted[p.id]
+    record_audit(
+        session,
+        action="cleanup_gender",
+        entity_type="Tree",
+        entity_id=tree.id,
+        tree_id=tree.id,
+        actor_user_id=actor.id,
+        after={"count": len(persons)},
+    )
+    await session.commit()
+    return len(persons)
+
+
+# ---- 3. Flag malformed names for review --------------------------------------------
+
+_YEAR_RE = re.compile(r"\b\d{3,4}\b")
+
+
+def _name_issue(n: Name) -> str | None:
+    given = (n.given or "").strip()
+    surname = (n.surname or "").strip()
+    if _YEAR_RE.search(surname) or re.search(r"\d", surname):
+        return "date_in_surname"
+    if re.search(r"\d", given):
+        return "date_in_given"
+    # A given name with many tokens often means a maiden+married name was packed
+    # in (e.g. "Mary Smith Jones") — surface it for a human to split.
+    if surname == "" and len(given.split()) >= 2:
+        return "no_surname"
+    if len(given.split()) >= 3:
+        return "packed_given"
+    return None
+
+
+async def preview_names(session: AsyncSession, *, actor: User, tree: Tree) -> list[dict]:
+    await _require_editor(session, actor=actor, tree=tree)
+    names = (
+        await session.execute(
+            select(Name).where(Name.tree_id == tree.id, Name.deleted_at.is_(None))
+        )
+    ).scalars().all()
+    out: list[dict] = []
+    for n in names:
+        issue = _name_issue(n)
+        if issue:
+            out.append({
+                "name_id": str(n.id),
+                "person_id": str(n.person_id),
+                "given": n.given,
+                "surname": n.surname,
+                "issue": issue,
+            })
+    return out
+
+
+async def apply_names(
+    session: AsyncSession, *, actor: User, tree: Tree, edits: list[dict]
+) -> int:
+    """edits: [{name_id, given, surname}] — the user's corrected values."""
+    await _require_editor(session, actor=actor, tree=tree)
+    by_id = {uuid.UUID(str(e["name_id"])): e for e in edits}
+    rows = (
+        await session.execute(
+            select(Name).where(
+                Name.tree_id == tree.id,
+                Name.deleted_at.is_(None),
+                Name.id.in_(by_id.keys()),
+            )
+        )
+    ).scalars().all()
+    if len(rows) != len(by_id):
+        raise NotFound("one or more names not found in this tree")
+    for n in rows:
+        e = by_id[n.id]
+        n.given = (e.get("given") or "").strip() or None
+        n.surname = (e.get("surname") or "").strip() or None
+        n.display_name = None  # rebuild from parts
+    record_audit(
+        session,
+        action="cleanup_names",
+        entity_type="Tree",
+        entity_id=tree.id,
+        tree_id=tree.id,
+        actor_user_id=actor.id,
+        after={"count": len(rows)},
+    )
+    await session.commit()
+    return len(rows)

backend/app/services/event_service.py

@@ -4,9 +4,10 @@ engine. Every event has exactly one subject — a Person or a partnership."""
 import uuid
 from datetime import date
 
-from sqlalchemy import select
+from sqlalchemy import or_, select
 from sqlalchemy.ext.asyncio import AsyncSession
 
+from app.models.enums import RelationshipType
 from app.models.event import Event
 from app.models.person import Person
 from app.models.place import Place
@@ -97,6 +98,13 @@ async def list_events(
     """All events in the tree — lets the family view compute birth/death years."""
     if not await privacy.can_view_tree(session, user_id=viewer_id, tree=tree):
         raise Forbidden("not permitted to view this tree")
+    # Non-members get the redacted projection (no living-person dates).
+    if await privacy.get_membership_role(session, viewer_id, tree.id) is None:
+        from app.services import public_view_service
+
+        return await public_view_service.list_public_events(
+            session, viewer_id=viewer_id, tree=tree
+        )
     stmt = (
         select(Event)
         .where(Event.tree_id == tree.id, Event.deleted_at.is_(None))
@@ -110,18 +118,81 @@ async def list_events_for_person(
 ) -> list[Event]:
     if not await privacy.can_view_tree(session, user_id=viewer_id, tree=tree):
         raise Forbidden("not permitted to view this tree")
+    # Non-members only see a full-visibility person's events (redacted → none).
+    if await privacy.get_membership_role(session, viewer_id, tree.id) is None:
+        from app.services import public_view_service
+
+        return await public_view_service.list_public_person_events(
+            session, viewer_id=viewer_id, tree=tree, person_id=person_id
+        )
+    # Member view: this person's own events PLUS their partnership events (which
+    # live on the relationship and show on both partners). Returning both here
+    # means the person page doesn't have to load every event in the tree.
+    partner_rel_ids = (
+        select(Relationship.id)
+        .where(
+            Relationship.tree_id == tree.id,
+            Relationship.type == RelationshipType.partnership,
+            Relationship.deleted_at.is_(None),
+            or_(
+                Relationship.person_from_id == person_id,
+                Relationship.person_to_id == person_id,
+            ),
+        )
+    )
     stmt = (
         select(Event)
         .where(
             Event.tree_id == tree.id,
-            Event.person_id == person_id,
             Event.deleted_at.is_(None),
+            or_(
+                Event.person_id == person_id,
+                Event.relationship_id.in_(partner_rel_ids),
+            ),
         )
         .order_by(Event.date_start.nulls_last(), Event.created_at)
     )
     return list((await session.execute(stmt)).scalars().all())
 
 
+async def update_event(
+    session: AsyncSession,
+    *,
+    actor: User,
+    tree: Tree,
+    event_id: uuid.UUID,
+    changes: dict,
+) -> Event:
+    if not await privacy.can_edit_tree(session, user_id=actor.id, tree=tree):
+        raise Forbidden("not an editor of this tree")
+    event = (
+        await session.execute(
+            select(Event).where(
+                Event.id == event_id, Event.tree_id == tree.id, Event.deleted_at.is_(None)
+            )
+        )
+    ).scalar_one_or_none()
+    if event is None:
+        raise NotFound("event not found")
+    if "place_id" in changes and changes["place_id"] is not None:
+        if not await _belongs_to_tree(session, Place, changes["place_id"], tree.id):
+            raise NotFound("place not found in this tree")
+    for key, value in changes.items():
+        setattr(event, key, value)
+    record_audit(
+        session,
+        action="update",
+        entity_type="Event",
+        entity_id=event.id,
+        tree_id=tree.id,
+        actor_user_id=actor.id,
+        after=changes,
+    )
+    await session.commit()
+    await session.refresh(event)
+    return event
+
+
 async def delete_event(
     session: AsyncSession, *, actor: User, tree: Tree, event_id: uuid.UUID
 ) -> None:

backend/app/services/gedcom.py

@@ -4,14 +4,20 @@ A pragmatic parser + mapper for the common subset of GEDCOM (5.5.1 / 7 share
 the line grammar): INDI, FAM, SOUR. Import maps records into a tree and returns
 a mapping report (counts + unmapped tags); export serializes the tree back to
 GEDCOM. Runs inline for now — large files should move to the worker later.
+
+Import is duplicate-aware: ``preview_gedcom`` reports incoming people that look
+like existing ones, and ``import_gedcom`` applies a per-record resolution
+(new / skip / merge / overwrite). Names carry their GEDCOM type (a married name
+imports as a typed alternate, not a second primary).
 """
 
 import re
 import uuid
 from collections import defaultdict
-from datetime import date
+from datetime import UTC, date, datetime
+from difflib import SequenceMatcher
 
-from sqlalchemy import select
+from sqlalchemy import or_, select, update
 from sqlalchemy.ext.asyncio import AsyncSession
 
 from app.models.enums import ParentChildQualifier, RelationshipType
@@ -32,12 +38,31 @@ INDI_EVENTS = {
     "BURI": "burial", "CREM": "cremation", "RESI": "residence", "CENS": "census",
     "IMMI": "immigration", "EMIG": "emigration", "OCCU": "occupation",
     "EDUC": "education", "GRAD": "graduation", "RETI": "retirement",
-    "NATU": "naturalization", "BAPL": "baptism",
+    "NATU": "naturalization", "BAPL": "baptism", "RELI": "religion",
+}
+# INDI attribute tags whose line VALUE is the fact (no date), stored in detail.
+VALUE_EVENTS = {"RELI", "OCCU", "EDUC"}
+# INDI sub-tags consumed elsewhere or intentionally ignored (not "unmapped").
+INDI_SKIP_TAGS = {
+    "NAME", "SEX", "SOUR", "FAMC", "FAMS", "CHAN", "OBJE", "_UID", "_MARNM", "NOTE",
 }
 # FAM-level events.
 FAM_EVENTS = {"MARR": "marriage", "DIV": "divorce", "ENGA": "engagement"}
 EVENT_TO_GED = {v: k for k, v in {**INDI_EVENTS, **FAM_EVENTS}.items()}
 
+# GEDCOM NAME TYPE (or _MARNM-derived) -> our Name.name_type vocabulary.
+NAME_TYPE_MAP = {
+    "birth": "birth", "maiden": "birth", "married": "married",
+    "aka": "alias", "also known as": "alias", "nickname": "nickname",
+    "religious": "religious", "immigrant": "immigration",
+    "immigration": "immigration", "professional": "alias", "other": "alias",
+}
+# Our type -> GEDCOM TYPE on export (birth is the default; emit nothing).
+EXPORT_TYPE_MAP = {
+    "married": "married", "alias": "aka", "nickname": "nickname",
+    "religious": "religious", "immigration": "immigrant",
+}
+
 
 class GedcomNode:
     __slots__ = ("level", "tag", "value", "xref", "children")
@@ -108,6 +133,50 @@ def _parse_name(value: str) -> tuple[str | None, str | None]:
     return value.strip() or None, None
 
 
+def _parse_marnm(value: str, base_given: str | None) -> tuple[str | None, str | None]:
+    """A _MARNM value is sometimes a full name ("Jane /Smith/") and sometimes
+    just the married surname ("Smith"). Keep the given name from the base name
+    in the latter case."""
+    v = (value or "").strip()
+    if "/" in v:
+        g, s = _parse_name(v)
+        return (g or base_given), s
+    return base_given, (v or None)
+
+
+def _extract_names(rec: GedcomNode) -> list[dict]:
+    """All names for an INDI, typed. Multiple NAME records (each with an optional
+    TYPE) plus any _MARNM (married name) subtags become separate Name rows. The
+    first birth/maiden name is primary."""
+    out: list[dict] = []
+    for nm in rec.all("NAME"):
+        g, s = _parse_name(nm.value)
+        t = (nm.text("TYPE") or "").strip().lower()
+        ntype = NAME_TYPE_MAP.get(t, t or "birth")
+        out.append({"type": ntype, "given": g, "surname": s, "display": nm.value or None,
+                    "nickname": nm.text("NICK")})
+        for mar in nm.all("_MARNM"):
+            mg, ms = _parse_marnm(mar.value, g)
+            out.append({"type": "married", "given": mg, "surname": ms,
+                        "display": mar.value or None, "nickname": None})
+    for mar in rec.all("_MARNM"):
+        base_g = out[0]["given"] if out else None
+        mg, ms = _parse_marnm(mar.value, base_g)
+        out.append({"type": "married", "given": mg, "surname": ms,
+                    "display": mar.value or None, "nickname": None})
+    if not out:
+        return out
+    primary_idx = next((i for i, n in enumerate(out) if n["type"] == "birth"), 0)
+    for i, n in enumerate(out):
+        n["is_primary"] = i == primary_idx
+        n["sort"] = i
+    return out
+
+
+def _norm(given: str | None, surname: str | None) -> str:
+    return re.sub(r"\s+", " ", f"{given or ''} {surname or ''}".strip().lower())
+
+
 def _year(date_value: str | None) -> str | None:
     if not date_value:
         return None
@@ -132,18 +201,215 @@ def _sex(value: str | None) -> str | None:
     return {"M": "male", "F": "female"}.get(v, value.strip().lower() or None)
 
 
+def _notes_text(rec: GedcomNode) -> str | None:
+    """Join an INDI's NOTE lines (which pack confidence / findagrave / fs_pid /
+    free text) into the person's notes field."""
+    vals = [n.value.strip() for n in rec.all("NOTE") if n.value and n.value.strip()]
+    return "\n".join(vals) or None
+
+
+def _person_summary(rec: GedcomNode) -> dict:
+    """Display name + birth year for an incoming INDI, for duplicate matching."""
+    names = _extract_names(rec)
+    primary = next((n for n in names if n.get("is_primary")), names[0] if names else None)
+    g = primary["given"] if primary else None
+    s = primary["surname"] if primary else None
+    disp = " ".join(x for x in (g, s) if x)
+    if not disp and primary:
+        disp = primary.get("display") or ""
+    birth = rec.first("BIRT")
+    year = _year(birth.text("DATE")) if birth else None
+    return {"names": names, "norm": _norm(g, s), "name": disp or "(no name)", "year": year}
+
+
+async def _build_existing_index(session: AsyncSession, tree: Tree) -> list[dict]:
+    """Existing (non-deleted) people with a display name + birth year, for
+    matching incoming records against."""
+    persons = list(
+        (
+            await session.execute(
+                select(Person).where(Person.tree_id == tree.id, Person.deleted_at.is_(None))
+            )
+        ).scalars().all()
+    )
+    names = list(
+        (
+            await session.execute(
+                select(Name).where(Name.tree_id == tree.id, Name.deleted_at.is_(None))
+            )
+        ).scalars().all()
+    )
+    name_by_person: dict[uuid.UUID, Name] = {}
+    for n in sorted(names, key=lambda n: (not n.is_primary, n.sort_order)):
+        name_by_person.setdefault(n.person_id, n)
+    births = list(
+        (
+            await session.execute(
+                select(Event).where(
+                    Event.tree_id == tree.id,
+                    Event.deleted_at.is_(None),
+                    Event.event_type == "birth",
+                )
+            )
+        ).scalars().all()
+    )
+    year_by_person: dict[uuid.UUID, str] = {}
+    for e in births:
+        if e.person_id and e.person_id not in year_by_person:
+            y = str(e.date_start.year) if e.date_start else _year(e.date_value)
+            if y:
+                year_by_person[e.person_id] = y
+
+    index: list[dict] = []
+    for p in persons:
+        nm = name_by_person.get(p.id)
+        g = nm.given if nm else None
+        s = nm.surname if nm else None
+        disp = " ".join(x for x in (g, s) if x) or (nm.display_name if nm else None)
+        index.append({
+            "id": p.id,
+            "norm": _norm(g, s),
+            "name": disp or "(no name)",
+            "year": year_by_person.get(p.id),
+        })
+    return index
+
+
+def _best_match(norm: str, year: str | None, index: list[dict]) -> tuple[dict | None, str | None]:
+    """Closest existing person by name similarity, rejecting clear birth-year
+    conflicts. Returns (entry, "high"|"medium") or (None, None)."""
+    if not norm:
+        return None, None
+    best: dict | None = None
+    best_r = 0.0
+    for e in index:
+        if not e["norm"]:
+            continue
+        r = SequenceMatcher(None, norm, e["norm"]).ratio()
+        if r < 0.88:
+            continue
+        if year and e["year"] and abs(int(year) - int(e["year"])) > 1:
+            continue  # same-ish name but different birth year — not a duplicate
+        if r > best_r:
+            best_r = r
+            best = e
+    if best is None:
+        return None, None
+    year_match = bool(year and best["year"] and abs(int(year) - int(best["year"])) <= 1)
+    both_unknown = not year and not best["year"]
+    score = "high" if best_r >= 0.93 and (year_match or both_unknown) else "medium"
+    return best, score
+
+
+def _relkey(rtype: RelationshipType, a: uuid.UUID, b: uuid.UUID) -> tuple:
+    if rtype == RelationshipType.parent_child:
+        return ("pc", str(a), str(b))
+    return (rtype.value, *sorted([str(a), str(b)]))
+
+
+def _count_incoming(roots: list[GedcomNode]) -> tuple[dict, list[str]]:
+    counts: dict[str, int] = defaultdict(int)
+    unmapped: set[str] = set()
+    for rec in roots:
+        if rec.tag == "INDI" and rec.xref:
+            counts["persons"] += 1
+            counts["names"] += len(_extract_names(rec))
+            for child in rec.children:
+                if child.tag in INDI_EVENTS:
+                    counts["events"] += 1
+                elif child.tag not in INDI_SKIP_TAGS:
+                    unmapped.add(child.tag)
+        elif rec.tag == "FAM":
+            counts["families"] += 1
+            for child in rec.children:
+                if child.tag in FAM_EVENTS:
+                    counts["events"] += 1
+        elif rec.tag == "SOUR" and rec.xref:
+            counts["sources"] += 1
+    return dict(counts), sorted(unmapped)
+
+
+async def preview_gedcom(session: AsyncSession, *, actor: User, tree: Tree, text: str) -> dict:
+    """Dry run: what would import, and which incoming people look like existing
+    ones. No writes."""
+    if not await privacy.can_edit_tree(session, user_id=actor.id, tree=tree):
+        raise Forbidden("not an editor of this tree")
+    roots = parse_records(text)
+    counts, unmapped = _count_incoming(roots)
+    index = await _build_existing_index(session, tree)
+
+    duplicates: list[dict] = []
+    for rec in roots:
+        if rec.tag != "INDI" or not rec.xref:
+            continue
+        summ = _person_summary(rec)
+        entry, score = _best_match(summ["norm"], summ["year"], index)
+        if entry is None:
+            continue
+        duplicates.append({
+            "xref": rec.xref,
+            "incoming_name": summ["name"],
+            "incoming_birth_year": summ["year"],
+            "existing_person_id": entry["id"],
+            "existing_name": entry["name"],
+            "existing_birth_year": entry["year"],
+            "score": score,
+        })
+    return {"counts": counts, "potential_duplicates": duplicates, "unmapped_tags": unmapped}
+
+
 async def import_gedcom(
-    session: AsyncSession, *, actor: User, tree: Tree, text: str
+    session: AsyncSession,
+    *,
+    actor: User,
+    tree: Tree,
+    text: str,
+    default_action: str = "new",
+    resolutions: dict | None = None,
 ) -> dict:
+    """Import records. ``default_action`` (new|skip|merge|overwrite) applies to
+    incoming people that match an existing one; ``resolutions`` overrides it per
+    GEDCOM xref ({xref: {action, target_id}}). 'skip' links families to the
+    existing person but copies nothing; 'merge' also copies the incoming names
+    (as alternates), events and citations onto them; 'overwrite' deletes the
+    existing person and imports the incoming one fresh."""
     if not await privacy.can_edit_tree(session, user_id=actor.id, tree=tree):
         raise Forbidden("not an editor of this tree")
 
+    resolutions = resolutions or {}
     roots = parse_records(text)
-    counts = defaultdict(int)
+    counts: dict[str, int] = defaultdict(int)
     unmapped: set[str] = set()
     place_cache: dict[str, uuid.UUID] = {}
     source_map: dict[str, uuid.UUID] = {}
     person_map: dict[str, uuid.UUID] = {}
+    now = datetime.now(UTC)
+
+    index = await _build_existing_index(session, tree)
+
+    # Pre-load existing relationship keys so a merge doesn't create dup edges.
+    existing_rels = list(
+        (
+            await session.execute(
+                select(Relationship).where(
+                    Relationship.tree_id == tree.id, Relationship.deleted_at.is_(None)
+                )
+            )
+        ).scalars().all()
+    )
+    rel_keys = {_relkey(r.type, r.person_from_id, r.person_to_id) for r in existing_rels}
+
+    def add_relationship(
+        rtype: RelationshipType, a: uuid.UUID, b: uuid.UUID, **kw
+    ) -> Relationship | None:
+        key = _relkey(rtype, a, b)
+        if key in rel_keys:
+            return None
+        rel = Relationship(tree_id=tree.id, type=rtype, person_from_id=a, person_to_id=b, **kw)
+        session.add(rel)
+        rel_keys.add(key)
+        counts["relationships"] += 1
+        return rel
 
     async def place_id(name: str | None) -> uuid.UUID | None:
         if not name:
@@ -177,59 +443,139 @@ async def import_gedcom(
             sid = source_map.get(s.value.strip())
             if sid is None:
                 continue
-            session.add(
-                Citation(tree_id=tree.id, source_id=sid, page=s.text("PAGE"), **target)
-            )
+            session.add(Citation(tree_id=tree.id, source_id=sid, page=s.text("PAGE"), **target))
             counts["citations"] += 1
 
-    # Individuals.
-    for rec in roots:
-        if rec.tag != "INDI" or not rec.xref:
-            continue
-        person = Person(tree_id=tree.id, gender=_sex(rec.text("SEX")))
-        session.add(person)
-        await session.flush()
-        person_map[rec.xref] = person.id
-        counts["persons"] += 1
-
-        for i, nm in enumerate(rec.all("NAME")):
-            given, surname = _parse_name(nm.value)
+    def add_names(person_id: uuid.UUID, names: list[dict], *, set_primary: bool) -> None:
+        for nd in names:
             session.add(
                 Name(
                     tree_id=tree.id,
-                    person_id=person.id,
-                    name_type="birth",
-                    given=given,
-                    surname=surname,
-                    display_name=nm.value or None,
-                    is_primary=(i == 0),
-                    sort_order=i,
+                    person_id=person_id,
+                    name_type=nd["type"],
+                    given=nd["given"],
+                    surname=nd["surname"],
+                    nickname=nd.get("nickname"),
+                    display_name=nd.get("display"),
+                    is_primary=set_primary and nd.get("is_primary", False),
+                    sort_order=nd.get("sort", 0),
                 )
             )
             counts["names"] += 1
 
-        await add_citations(rec, person_id=person.id)
-
+    async def add_events(rec: GedcomNode, person_id: uuid.UUID) -> None:
         for child in rec.children:
             if child.tag in INDI_EVENTS:
                 dv = child.text("DATE")
+                # Attribute-style facts (RELI, OCCU, EDUC) carry their value on
+                # the line itself; store it in detail.
+                detail = child.value.strip() if child.tag in VALUE_EVENTS else None
                 ev = Event(
                     tree_id=tree.id,
-                    person_id=person.id,
+                    person_id=person_id,
                     event_type=INDI_EVENTS[child.tag],
                     date_value=dv,
                     date_start=_date_start(dv),
                     place_id=await place_id(child.text("PLAC")),
+                    detail=detail or None,
+                    notes=child.text("NOTE"),
                 )
                 session.add(ev)
                 await session.flush()
                 counts["events"] += 1
                 await add_citations(child, event_id=ev.id)
-            elif child.tag in ("NAME", "SEX", "SOUR", "FAMC", "FAMS", "CHAN", "OBJE", "_UID"):
+            elif child.tag in INDI_SKIP_TAGS:
                 continue
             else:
                 unmapped.add(child.tag)
 
+    async def soft_delete_existing(person_id: uuid.UUID) -> None:
+        p = (
+            await session.execute(
+                select(Person).where(Person.id == person_id, Person.deleted_at.is_(None))
+            )
+        ).scalar_one_or_none()
+        if p is None:
+            return
+        p.deleted_at = now
+        rels = (
+            await session.execute(
+                select(Relationship).where(
+                    Relationship.tree_id == tree.id,
+                    Relationship.deleted_at.is_(None),
+                    or_(
+                        Relationship.person_from_id == person_id,
+                        Relationship.person_to_id == person_id,
+                    ),
+                )
+            )
+        ).scalars().all()
+        for r in rels:
+            r.deleted_at = now
+        await session.execute(
+            update(User).where(User.self_person_id == person_id).values(self_person_id=None)
+        )
+
+    # Precompute the best match per incoming xref (for default-policy resolution).
+    matches: dict[str, dict] = {}
+    for rec in roots:
+        if rec.tag == "INDI" and rec.xref:
+            summ = _person_summary(rec)
+            entry, _score = _best_match(summ["norm"], summ["year"], index)
+            if entry is not None:
+                matches[rec.xref] = entry
+
+    def resolve(xref: str) -> tuple[str, uuid.UUID | None]:
+        ov = resolutions.get(xref)
+        if ov:
+            action = ov.get("action", "new")
+            tid = ov.get("target_id")
+            target = uuid.UUID(tid) if tid else (matches[xref]["id"] if xref in matches else None)
+            if action in ("skip", "merge", "overwrite") and target is None:
+                return "new", None
+            return action, target
+        if default_action != "new" and xref in matches:
+            return default_action, matches[xref]["id"]
+        return "new", None
+
+    # Individuals.
+    for rec in roots:
+        if rec.tag != "INDI" or not rec.xref:
+            continue
+        names = _extract_names(rec)
+        action, target = resolve(rec.xref)
+
+        if action == "skip" and target is not None:
+            person_map[rec.xref] = target
+            counts["skipped"] += 1
+            continue
+        if action == "merge" and target is not None:
+            person_map[rec.xref] = target
+            add_names(target, names, set_primary=False)
+            await add_events(rec, target)
+            await add_citations(rec, person_id=target)
+            note = _notes_text(rec)
+            if note:
+                existing = (
+                    await session.execute(select(Person).where(Person.id == target))
+                ).scalar_one_or_none()
+                if existing is not None:
+                    existing.notes = "\n".join(filter(None, [existing.notes, note]))
+            counts["merged"] += 1
+            continue
+        if action == "overwrite" and target is not None:
+            await soft_delete_existing(target)
+            counts["overwritten"] += 1
+
+        person = Person(tree_id=tree.id, gender=_sex(rec.text("SEX")), notes=_notes_text(rec))
+        session.add(person)
+        await session.flush()
+        person_map[rec.xref] = person.id
+        counts["persons"] += 1
+        add_names(person.id, names, set_primary=True)
+        await add_citations(rec, person_id=person.id)
+        await add_events(rec, person.id)
+
     # Families -> partnerships, parent-child edges, marriage events.
     for rec in roots:
         if rec.tag != "FAM":
@@ -238,17 +584,22 @@ async def import_gedcom(
         husb = person_map.get((rec.text("HUSB") or "").strip())
         wife = person_map.get((rec.text("WIFE") or "").strip())
         partnership_id: uuid.UUID | None = None
-        if husb and wife:
-            rel = Relationship(
-                tree_id=tree.id,
-                type=RelationshipType.partnership,
-                person_from_id=husb,
-                person_to_id=wife,
+        if husb and wife and husb != wife:
+            rel = add_relationship(RelationshipType.partnership, husb, wife)
+            if rel is not None:
+                await session.flush()
+                partnership_id = rel.id
+        if partnership_id is None and husb and wife:
+            # Edge already existed — find it so marriage events can attach.
+            existing = next(
+                (
+                    r for r in existing_rels
+                    if r.type == RelationshipType.partnership
+                    and {r.person_from_id, r.person_to_id} == {husb, wife}
+                ),
+                None,
             )
-            session.add(rel)
-            await session.flush()
-            partnership_id = rel.id
-            counts["relationships"] += 1
+            partnership_id = existing.id if existing else None
 
         for fe in rec.children:
             if fe.tag in FAM_EVENTS and partnership_id is not None:
@@ -271,16 +622,12 @@ async def import_gedcom(
                 continue
             for parent in (husb, wife):
                 if parent and parent != cp:
-                    session.add(
-                        Relationship(
-                            tree_id=tree.id,
-                            type=RelationshipType.parent_child,
-                            person_from_id=parent,
-                            person_to_id=cp,
-                            qualifier=ParentChildQualifier.biological,
-                        )
+                    add_relationship(
+                        RelationshipType.parent_child,
+                        parent,
+                        cp,
+                        qualifier=ParentChildQualifier.biological,
                     )
-                    counts["relationships"] += 1
 
     record_audit(
         session,
@@ -345,10 +692,45 @@ async def export_gedcom(session: AsyncSession, *, viewer_id: uuid.UUID, tree: Tr
             await session.execute(select(Place).where(Place.tree_id == tree.id))
         ).scalars().all()
     }
+    citations = list(
+        (
+            await session.execute(
+                select(Citation).where(
+                    Citation.tree_id == tree.id, Citation.deleted_at.is_(None)
+                )
+            )
+        ).scalars().all()
+    )
 
     pxref = {p.id: f"@I{i + 1}@" for i, p in enumerate(persons)}
     gender_by_id = {p.id: p.gender for p in persons}
     sxref = {s.id: f"@S{i + 1}@" for i, s in enumerate(sources)}
+    # Citations grouped by the fact they sit on, so each fact can emit its SOUR
+    # links (dropping these is the round-trip data loss this fixes). Skip any
+    # whose source didn't export.
+    cite_by_person: dict[uuid.UUID, list[Citation]] = defaultdict(list)
+    cite_by_name: dict[uuid.UUID, list[Citation]] = defaultdict(list)
+    cite_by_event: dict[uuid.UUID, list[Citation]] = defaultdict(list)
+    cite_by_rel: dict[uuid.UUID, list[Citation]] = defaultdict(list)
+    for c in citations:
+        if c.source_id not in sxref:
+            continue
+        if c.person_id:
+            cite_by_person[c.person_id].append(c)
+        elif c.event_id:
+            cite_by_event[c.event_id].append(c)
+        elif c.name_id:
+            cite_by_name[c.name_id].append(c)
+        elif c.relationship_id:
+            cite_by_rel[c.relationship_id].append(c)
+
+    def cite_lines(cites: list[Citation], depth: int) -> list[str]:
+        lines: list[str] = []
+        for c in cites:
+            lines.append(f"{depth} SOUR {sxref[c.source_id]}")
+            if c.page:
+                lines.append(f"{depth + 1} PAGE {c.page}")
+        return lines
     names_by_person: dict[uuid.UUID, list[Name]] = defaultdict(list)
     for n in sorted(names, key=lambda n: (n.sort_order, not n.is_primary)):
         names_by_person[n.person_id].append(n)
@@ -397,6 +779,10 @@ async def export_gedcom(session: AsyncSession, *, viewer_id: uuid.UUID, tree: Tr
         for n in names_by_person.get(p.id, []):
             display = n.display_name or f"{n.given or ''} /{n.surname or ''}/".strip()
             out.append(f"1 NAME {display}")
+            ged_type = EXPORT_TYPE_MAP.get(n.name_type)
+            if ged_type:
+                out.append(f"2 TYPE {ged_type}")
+            out += cite_lines(cite_by_name.get(n.id, []), 2)
         sex = {"male": "M", "female": "F"}.get(p.gender or "")
         if sex:
             out.append(f"1 SEX {sex}")
@@ -409,6 +795,8 @@ async def export_gedcom(session: AsyncSession, *, viewer_id: uuid.UUID, tree: Tr
                 out.append(f"2 DATE {e.date_value}")
             if e.place_id and e.place_id in places:
                 out.append(f"2 PLAC {places[e.place_id].name}")
+            out += cite_lines(cite_by_event.get(e.id, []), 2)
+        out += cite_lines(cite_by_person.get(p.id, []), 1)
         if p.id in child_fams:
             out.append(f"1 FAMC {child_fams[p.id]}")
         for x in spouse_fams.get(p.id, []):
@@ -437,6 +825,8 @@ async def export_gedcom(session: AsyncSession, *, viewer_id: uuid.UUID, tree: Tr
                 out.append(f"1 {tag}")
                 if _ged_date(e.date_value):
                     out.append(f"2 DATE {e.date_value}")
+                out += cite_lines(cite_by_event.get(e.id, []), 2)
+            out += cite_lines(cite_by_rel.get(f["rel_id"], []), 1)
 
     for s in sources:
         out.append(f"0 {sxref[s.id]} SOUR")

backend/app/services/media_service.py

@@ -72,6 +72,13 @@ async def upload_media(
 async def list_media(session: AsyncSession, *, viewer_id: uuid.UUID, tree: Tree) -> list[Media]:
     if not await privacy.can_view_tree(session, user_id=viewer_id, tree=tree):
         raise Forbidden("not permitted to view this tree")
+    # Non-members only see media of a FULL-visibility person (no living-person photos).
+    if await privacy.get_membership_role(session, viewer_id, tree.id) is None:
+        from app.services import public_view_service
+
+        return await public_view_service.list_public_media(
+            session, viewer_id=viewer_id, tree=tree
+        )
     stmt = (
         select(Media)
         .where(Media.tree_id == tree.id, Media.deleted_at.is_(None))
@@ -94,6 +101,45 @@ async def get_media(
     ).scalar_one_or_none()
     if media is None:
         raise NotFound("media not found")
+    # Non-members may only see/download media of a FULL-visibility person. 404
+    # (not 403) so the item's existence isn't revealed. This gates media_content.
+    if await privacy.get_membership_role(session, viewer_id, tree.id) is None:
+        from app.services import public_view_service
+
+        if not await public_view_service.can_view_media(
+            session, viewer_id=viewer_id, tree=tree, media=media
+        ):
+            raise NotFound("media not found")
+    return media
+
+
+async def update_media(
+    session: AsyncSession, *, actor: User, tree: Tree, media_id: uuid.UUID, changes: dict
+) -> Media:
+    if not await privacy.can_edit_tree(session, user_id=actor.id, tree=tree):
+        raise Forbidden("not an editor of this tree")
+    media = (
+        await session.execute(
+            select(Media).where(
+                Media.id == media_id, Media.tree_id == tree.id, Media.deleted_at.is_(None)
+            )
+        )
+    ).scalar_one_or_none()
+    if media is None:
+        raise NotFound("media not found")
+    for key in {"title", "person_id", "event_id", "source_id"} & changes.keys():
+        setattr(media, key, changes[key])
+    record_audit(
+        session,
+        action="update",
+        entity_type="Media",
+        entity_id=media.id,
+        tree_id=tree.id,
+        actor_user_id=actor.id,
+        after=changes,
+    )
+    await session.commit()
+    await session.refresh(media)
     return media
 
 

backend/app/services/membership_service.py

@@ -0,0 +1,156 @@
+"""Tree membership management: list / add / change-role / remove.
+
+Only an owner may change membership. A tree must always keep at least one owner.
+The member list (which exposes user emails) is visible only to members — never
+to a non-member viewing a public/unlisted tree.
+"""
+
+import uuid
+
+from sqlalchemy import func, select
+from sqlalchemy.ext.asyncio import AsyncSession
+
+from app.models.enums import MembershipRole
+from app.models.tree import Tree, TreeMembership
+from app.models.user import User
+from app.services import privacy
+from app.services.audit import record_audit
+from app.services.exceptions import Conflict, Forbidden, NotFound
+
+
+async def _require_owner(session: AsyncSession, *, actor_id: uuid.UUID, tree: Tree) -> None:
+    if await privacy.get_membership_role(session, actor_id, tree.id) is not MembershipRole.owner:
+        raise Forbidden("only the owner can manage members")
+
+
+async def _owner_count(session: AsyncSession, tree_id: uuid.UUID) -> int:
+    return (
+        await session.execute(
+            select(func.count())
+            .select_from(TreeMembership)
+            .where(TreeMembership.tree_id == tree_id, TreeMembership.role == MembershipRole.owner)
+        )
+    ).scalar_one()
+
+
+def _row(m: TreeMembership, u: User) -> dict:
+    return {
+        "id": m.id,
+        "user_id": u.id,
+        "email": u.email,
+        "display_name": u.display_name,
+        "role": m.role,
+        "created_at": m.created_at,
+    }
+
+
+async def list_members(session: AsyncSession, *, viewer_id: uuid.UUID, tree: Tree) -> list[dict]:
+    # Member-only: the list exposes emails, so a non-member (even on a public
+    # tree) must not see it.
+    if await privacy.get_membership_role(session, viewer_id, tree.id) is None:
+        raise Forbidden("only members can see the member list")
+    rows = (
+        await session.execute(
+            select(TreeMembership, User)
+            .join(User, User.id == TreeMembership.user_id)
+            .where(TreeMembership.tree_id == tree.id)
+            .order_by(TreeMembership.created_at)
+        )
+    ).all()
+    return [_row(m, u) for m, u in rows]
+
+
+async def add_member(
+    session: AsyncSession, *, actor: User, tree: Tree, email: str, role: MembershipRole
+) -> dict:
+    await _require_owner(session, actor_id=actor.id, tree=tree)
+    user = (
+        await session.execute(
+            select(User).where(User.email == email, User.deleted_at.is_(None))
+        )
+    ).scalar_one_or_none()
+    if user is None:
+        raise NotFound("no user with that email on this instance")
+    if await privacy.get_membership_role(session, user.id, tree.id) is not None:
+        raise Conflict("that user is already a member")
+    m = TreeMembership(tree_id=tree.id, user_id=user.id, role=role)
+    session.add(m)
+    record_audit(
+        session,
+        action="add_member",
+        entity_type="Tree",
+        entity_id=tree.id,
+        tree_id=tree.id,
+        actor_user_id=actor.id,
+        after={"user_id": str(user.id), "role": role.value},
+    )
+    await session.commit()
+    await session.refresh(m)
+    return _row(m, user)
+
+
+async def _get_membership(
+    session: AsyncSession, tree: Tree, membership_id: uuid.UUID
+) -> TreeMembership:
+    m = (
+        await session.execute(
+            select(TreeMembership).where(
+                TreeMembership.id == membership_id, TreeMembership.tree_id == tree.id
+            )
+        )
+    ).scalar_one_or_none()
+    if m is None:
+        raise NotFound("member not found")
+    return m
+
+
+async def update_member_role(
+    session: AsyncSession,
+    *,
+    actor: User,
+    tree: Tree,
+    membership_id: uuid.UUID,
+    role: MembershipRole,
+) -> dict:
+    await _require_owner(session, actor_id=actor.id, tree=tree)
+    m = await _get_membership(session, tree, membership_id)
+    if (
+        m.role == MembershipRole.owner
+        and role != MembershipRole.owner
+        and await _owner_count(session, tree.id) <= 1
+    ):
+        raise Conflict("a tree must keep at least one owner")
+    m.role = role
+    record_audit(
+        session,
+        action="update_member",
+        entity_type="Tree",
+        entity_id=tree.id,
+        tree_id=tree.id,
+        actor_user_id=actor.id,
+        after={"membership_id": str(m.id), "role": role.value},
+    )
+    await session.commit()
+    await session.refresh(m)
+    u = (await session.execute(select(User).where(User.id == m.user_id))).scalar_one()
+    return _row(m, u)
+
+
+async def remove_member(
+    session: AsyncSession, *, actor: User, tree: Tree, membership_id: uuid.UUID
+) -> None:
+    await _require_owner(session, actor_id=actor.id, tree=tree)
+    m = await _get_membership(session, tree, membership_id)
+    if m.role == MembershipRole.owner and await _owner_count(session, tree.id) <= 1:
+        raise Conflict("a tree must keep at least one owner")
+    await session.delete(m)
+    record_audit(
+        session,
+        action="remove_member",
+        entity_type="Tree",
+        entity_id=tree.id,
+        tree_id=tree.id,
+        actor_user_id=actor.id,
+        after={"membership_id": str(membership_id)},
+    )
+    await session.commit()

backend/app/services/name_gender_data.py

@@ -0,0 +1,69 @@
+"""A curated given-name -> sex lookup for best-guessing a person's sex from
+their first name. Weighted toward English + German names (this codebase's first
+real tree is a German-American family). Deterministic and offline — no model
+needed; the Cleanup tool previews every guess before anything is applied.
+
+Genuinely ambiguous names (Marion, Frances/Francis, Jordan, Jamie, Robin, Leslie,
+Dana, …) are intentionally left out of BOTH sets so they aren't guessed — better
+a human decides those than a coin flip.
+"""
+
+MALE_NAMES: set[str] = {
+    # English / common US
+    "james", "john", "robert", "michael", "william", "david", "richard", "joseph",
+    "thomas", "charles", "christopher", "daniel", "matthew", "anthony", "donald",
+    "mark", "paul", "steven", "andrew", "kenneth", "george", "joshua", "kevin",
+    "brian", "edward", "ronald", "timothy", "jason", "jeffrey", "gary", "ryan",
+    "nicholas", "eric", "stephen", "jacob", "larry", "frank", "jonathan", "scott",
+    "raymond", "gregory", "samuel", "benjamin", "patrick", "jack", "dennis", "jerry",
+    "alexander", "tyler", "henry", "douglas", "peter", "adam", "harold", "albert",
+    "arthur", "carl", "ralph", "roy", "eugene", "louis", "philip", "bobby", "walter",
+    "willie", "wayne", "fred", "howard", "ernest", "earl", "clarence", "leon",
+    "leonard", "lewis", "floyd", "leroy", "elmer", "homer", "orrin", "josias",
+    "emerson", "dale", "bernard", "vernon", "virgil", "wilbur", "russell",
+    "harvey", "herbert", "melvin", "lloyd", "marvin", "norman", "stanley",
+    # German
+    "hans", "karl", "wilhelm", "friedrich", "heinrich", "otto", "hermann", "gustav",
+    "ludwig", "ernst", "fritz", "johann", "conrad", "konrad", "reinhold", "rudolf",
+    "rudolph", "gerhard", "helmut", "horst", "klaus", "kurt", "dieter", "günther",
+    "gunther", "manfred", "siegfried", "hilgard", "christian", "august", "wolfgang",
+    "jürgen", "jurgen", "matthias", "lothar", "bruno", "gottlieb", "reinhard",
+}
+
+FEMALE_NAMES: set[str] = {
+    # English / common US
+    "mary", "patricia", "jennifer", "linda", "elizabeth", "barbara", "susan",
+    "jessica", "sarah", "karen", "nancy", "lisa", "betty", "margaret", "sandra",
+    "ashley", "kimberly", "emily", "donna", "michelle", "carol", "amanda", "dorothy",
+    "melissa", "deborah", "stephanie", "rebecca", "sharon", "laura", "cynthia",
+    "kathleen", "amy", "angela", "shirley", "anna", "ruth", "brenda", "pamela",
+    "nicole", "katherine", "virginia", "catherine", "helen", "debra", "rachel",
+    "carolyn", "janet", "maria", "heather", "diane", "julie", "joyce", "victoria",
+    "kelly", "christina", "joan", "evelyn", "judith", "megan", "alice", "frances",
+    "marie", "florence", "flora", "zella", "thelma", "ellen", "althea", "della",
+    "beatrice", "pauline", "hedwig", "florentine", "wilhelmina", "augusta", "bertha",
+    "gladys", "mildred", "lucille", "edith", "esther", "irene", "hazel", "doris",
+    "rose", "rita", "norma", "june", "lois", "marjorie",
+    # German
+    "greta", "ilse", "ursula", "gertrud", "gertrude", "frieda", "frida", "else",
+    "hilda", "hilde", "hildegard", "ingrid", "helga", "renate", "monika", "sieglinde",
+    "brigitte", "gisela", "elke", "anneliese", "waltraud", "edeltraud", "johanna",
+    "katharina", "margarethe", "wilhelmine", "emilie", "auguste",
+}
+
+
+def guess_sex(given: str | None) -> str | None:
+    """Best-guess "male"/"female" from the first token of a given name, or None
+    if unknown/ambiguous."""
+    if not given:
+        return None
+    first = given.strip().split()[0].lower() if given.strip() else ""
+    # Strip trailing punctuation/initials like "wm." -> "wm".
+    first = first.strip(".,'\"")
+    if not first:
+        return None
+    if first in MALE_NAMES:
+        return "male"
+    if first in FEMALE_NAMES:
+        return "female"
+    return None

backend/app/services/name_service.py

@@ -0,0 +1,215 @@
+"""Name service. A Person carries one or more Name rows — a primary (typically
+the birth/maiden name) plus typed alternates (married, alias, religious, …).
+Exactly one name is primary at a time; it drives display everywhere. Writes
+require editor rights; reads go through the tree's view check.
+"""
+
+import uuid
+from datetime import UTC, datetime
+
+from sqlalchemy import select, update
+from sqlalchemy.ext.asyncio import AsyncSession
+
+from app.models.person import Name, Person
+from app.models.tree import Tree
+from app.models.user import User
+from app.services import privacy
+from app.services.audit import record_audit
+from app.services.exceptions import Forbidden, NotFound
+
+
+async def _get_person(session: AsyncSession, *, tree: Tree, person_id: uuid.UUID) -> Person:
+    person = (
+        await session.execute(
+            select(Person).where(
+                Person.id == person_id, Person.tree_id == tree.id, Person.deleted_at.is_(None)
+            )
+        )
+    ).scalar_one_or_none()
+    if person is None:
+        raise NotFound("person not found")
+    return person
+
+
+async def _clear_primary(
+    session: AsyncSession, *, person_id: uuid.UUID, keep: uuid.UUID | None
+) -> None:
+    """Demote every other name so exactly one stays primary."""
+    stmt = (
+        update(Name)
+        .where(Name.person_id == person_id, Name.deleted_at.is_(None), Name.is_primary.is_(True))
+        .values(is_primary=False)
+    )
+    if keep is not None:
+        stmt = stmt.where(Name.id != keep)
+    await session.execute(stmt)
+
+
+async def list_names(
+    session: AsyncSession, *, viewer_id: uuid.UUID, tree: Tree, person_id: uuid.UUID
+) -> list[Name]:
+    if not await privacy.can_view_tree(session, user_id=viewer_id, tree=tree):
+        raise Forbidden("not permitted to view this tree")
+    await _get_person(session, tree=tree, person_id=person_id)
+    # Non-members: a redacted/hidden person's real names must not leak.
+    if await privacy.get_membership_role(session, viewer_id, tree.id) is None:
+        from app.services import public_view_service
+
+        return await public_view_service.list_public_person_names(
+            session, viewer_id=viewer_id, tree=tree, person_id=person_id
+        )
+    stmt = (
+        select(Name)
+        .where(Name.person_id == person_id, Name.deleted_at.is_(None))
+        .order_by(Name.is_primary.desc(), Name.sort_order, Name.created_at)
+    )
+    return list((await session.execute(stmt)).scalars().all())
+
+
+async def create_name(
+    session: AsyncSession,
+    *,
+    actor: User,
+    tree: Tree,
+    person_id: uuid.UUID,
+    name_type: str = "birth",
+    given: str | None = None,
+    surname: str | None = None,
+    prefix: str | None = None,
+    suffix: str | None = None,
+    nickname: str | None = None,
+    is_primary: bool = False,
+) -> Name:
+    if not await privacy.can_edit_tree(session, user_id=actor.id, tree=tree):
+        raise Forbidden("not an editor of this tree")
+    await _get_person(session, tree=tree, person_id=person_id)
+
+    # First name for a person is always primary; otherwise honor the flag.
+    existing = (
+        await session.execute(
+            select(Name.id).where(Name.person_id == person_id, Name.deleted_at.is_(None))
+        )
+    ).first()
+    primary = is_primary or existing is None
+    if primary:
+        await _clear_primary(session, person_id=person_id, keep=None)
+
+    name = Name(
+        tree_id=tree.id,
+        person_id=person_id,
+        name_type=name_type,
+        given=given,
+        surname=surname,
+        prefix=prefix,
+        suffix=suffix,
+        nickname=nickname,
+        is_primary=primary,
+    )
+    session.add(name)
+    await session.flush()
+    record_audit(
+        session,
+        action="create",
+        entity_type="Name",
+        entity_id=name.id,
+        tree_id=tree.id,
+        actor_user_id=actor.id,
+        after={"name_type": name_type, "given": given, "surname": surname},
+    )
+    await session.commit()
+    await session.refresh(name)
+    return name
+
+
+_NAME_FIELDS = {"name_type", "given", "surname", "prefix", "suffix", "nickname"}
+
+
+async def update_name(
+    session: AsyncSession,
+    *,
+    actor: User,
+    tree: Tree,
+    person_id: uuid.UUID,
+    name_id: uuid.UUID,
+    changes: dict,
+) -> Name:
+    if not await privacy.can_edit_tree(session, user_id=actor.id, tree=tree):
+        raise Forbidden("not an editor of this tree")
+    name = (
+        await session.execute(
+            select(Name).where(
+                Name.id == name_id,
+                Name.person_id == person_id,
+                Name.tree_id == tree.id,
+                Name.deleted_at.is_(None),
+            )
+        )
+    ).scalar_one_or_none()
+    if name is None:
+        raise NotFound("name not found")
+
+    for key in _NAME_FIELDS & changes.keys():
+        setattr(name, key, changes[key])
+    if changes.get("is_primary") is True:
+        await _clear_primary(session, person_id=person_id, keep=name.id)
+        name.is_primary = True
+
+    record_audit(
+        session,
+        action="update",
+        entity_type="Name",
+        entity_id=name.id,
+        tree_id=tree.id,
+        actor_user_id=actor.id,
+        after=changes,
+    )
+    await session.commit()
+    await session.refresh(name)
+    return name
+
+
+async def delete_name(
+    session: AsyncSession,
+    *,
+    actor: User,
+    tree: Tree,
+    person_id: uuid.UUID,
+    name_id: uuid.UUID,
+) -> None:
+    if not await privacy.can_edit_tree(session, user_id=actor.id, tree=tree):
+        raise Forbidden("not an editor of this tree")
+    name = (
+        await session.execute(
+            select(Name).where(
+                Name.id == name_id,
+                Name.person_id == person_id,
+                Name.tree_id == tree.id,
+                Name.deleted_at.is_(None),
+            )
+        )
+    ).scalar_one_or_none()
+    if name is None:
+        raise NotFound("name not found")
+    name.deleted_at = datetime.now(UTC)
+    was_primary = name.is_primary
+    name.is_primary = False
+    record_audit(
+        session,
+        action="delete",
+        entity_type="Name",
+        entity_id=name.id,
+        tree_id=tree.id,
+        actor_user_id=actor.id,
+    )
+    # Promote another name to primary so the person never loses their display name.
+    if was_primary:
+        nxt = (
+            await session.execute(
+                select(Name)
+                .where(Name.person_id == person_id, Name.deleted_at.is_(None))
+                .order_by(Name.sort_order, Name.created_at)
+            )
+        ).scalars().first()
+        if nxt is not None:
+            nxt.is_primary = True
+    await session.commit()

backend/app/services/person_service.py

@@ -6,11 +6,12 @@ person through the privacy engine. Each returned Person gets a transient
 import uuid
 from datetime import UTC, datetime
 
-from sqlalchemy import select
+from sqlalchemy import func, or_, select, update
 from sqlalchemy.ext.asyncio import AsyncSession
 
-from app.models.enums import PersonPrivacy
+from app.models.enums import PersonPrivacy, RelationshipType
 from app.models.person import Name, Person
+from app.models.relationship import Relationship
 from app.models.tree import Tree
 from app.models.user import User
 from app.services import privacy
@@ -25,6 +26,14 @@ def _format_name(name: Name) -> str | None:
     return joined or name.display_name
 
 
+def _redact(person: Person) -> None:
+    """Minimise a possibly-living person for a non-member view (transient only —
+    never committed)."""
+    person.primary_name = "Living person"
+    person.gender = None
+    person.is_living = True
+
+
 async def _attach_primary_name(session: AsyncSession, person: Person) -> None:
     stmt = (
         select(Name)
@@ -36,6 +45,29 @@ async def _attach_primary_name(session: AsyncSession, person: Person) -> None:
     person.primary_name = _format_name(name) if name is not None else None
 
 
+async def _attach_primary_names(session: AsyncSession, persons: list[Person]) -> None:
+    """Batch version of ``_attach_primary_name`` — ONE query for the whole list
+    instead of one per person (the difference between 1 and N queries when
+    rendering a 2k-person tree). The global order (is_primary desc, sort_order)
+    matches the single-person query, so the first row seen per person is the same
+    name ``_attach_primary_name`` would pick."""
+    if not persons:
+        return
+    rows = (
+        await session.execute(
+            select(Name)
+            .where(Name.person_id.in_([p.id for p in persons]), Name.deleted_at.is_(None))
+            .order_by(Name.is_primary.desc(), Name.sort_order)
+        )
+    ).scalars().all()
+    best: dict[uuid.UUID, Name] = {}
+    for n in rows:
+        best.setdefault(n.person_id, n)
+    for p in persons:
+        n = best.get(p.id)
+        p.primary_name = _format_name(n) if n is not None else None
+
+
 async def create_person(
     session: AsyncSession,
     *,
@@ -87,6 +119,59 @@ async def create_person(
     return person
 
 
+_PERSON_FIELDS = {"gender", "is_living", "privacy", "notes"}
+
+
+async def update_person(
+    session: AsyncSession, *, actor: User, tree: Tree, person_id: uuid.UUID, changes: dict
+) -> Person:
+    if not await privacy.can_edit_tree(session, user_id=actor.id, tree=tree):
+        raise Forbidden("not an editor of this tree")
+    person = (
+        await session.execute(
+            select(Person).where(
+                Person.id == person_id, Person.tree_id == tree.id, Person.deleted_at.is_(None)
+            )
+        )
+    ).scalar_one_or_none()
+    if person is None:
+        raise NotFound("person not found")
+
+    for key in _PERSON_FIELDS & changes.keys():
+        setattr(person, key, changes[key])
+
+    if "given" in changes or "surname" in changes:
+        name = (
+            await session.execute(
+                select(Name)
+                .where(Name.person_id == person.id, Name.deleted_at.is_(None))
+                .order_by(Name.is_primary.desc(), Name.sort_order)
+            )
+        ).scalars().first()
+        if name is None:
+            name = Name(tree_id=tree.id, person_id=person.id, name_type="birth", is_primary=True)
+            session.add(name)
+        if "given" in changes:
+            name.given = changes["given"]
+        if "surname" in changes:
+            name.surname = changes["surname"]
+        name.display_name = None  # rebuild display from parts
+
+    record_audit(
+        session,
+        action="update",
+        entity_type="Person",
+        entity_id=person.id,
+        tree_id=tree.id,
+        actor_user_id=actor.id,
+        after=changes,
+    )
+    await session.commit()
+    await session.refresh(person)
+    await _attach_primary_name(session, person)
+    return person
+
+
 async def get_person(
     session: AsyncSession, *, viewer_id: uuid.UUID, tree: Tree, person_id: uuid.UUID
 ) -> Person:
@@ -104,18 +189,77 @@ async def get_person(
     if person is None:
         raise NotFound("person not found")
     # Run the single person through the privacy engine (redaction lands Phase 2).
-    if (
-        await privacy.person_visibility(session, user_id=viewer_id, tree=tree, person=person)
-        == Visibility.hidden
-    ):
+    vis = await privacy.person_visibility(
+        session, user_id=viewer_id, tree=tree, person=person
+    )
+    if vis == Visibility.hidden:
         raise NotFound("person not found")
-    await _attach_primary_name(session, person)
+    if vis == Visibility.redacted:
+        _redact(person)
+    else:
+        await _attach_primary_name(session, person)
     return person
 
 
-async def delete_person(
-    session: AsyncSession, *, actor: User, tree: Tree, person_id: uuid.UUID
+async def _children_of(
+    session: AsyncSession, *, tree_id: uuid.UUID, parent_id: uuid.UUID
+) -> list[uuid.UUID]:
+    rows = (
+        await session.execute(
+            select(Relationship.person_to_id).where(
+                Relationship.tree_id == tree_id,
+                Relationship.deleted_at.is_(None),
+                Relationship.type == RelationshipType.parent_child,
+                Relationship.person_from_id == parent_id,
+            )
+        )
+    ).scalars().all()
+    return list(rows)
+
+
+async def _soft_delete_one(
+    session: AsyncSession, *, actor: User, tree: Tree, person: Person, now: datetime
 ) -> None:
+    """Soft-delete a single person and the relationships touching them, so no
+    dangling edges are left to break the tree view."""
+    person.deleted_at = now
+    rels = (
+        await session.execute(
+            select(Relationship).where(
+                Relationship.tree_id == tree.id,
+                Relationship.deleted_at.is_(None),
+                or_(
+                    Relationship.person_from_id == person.id,
+                    Relationship.person_to_id == person.id,
+                ),
+            )
+        )
+    ).scalars().all()
+    for rel in rels:
+        rel.deleted_at = now
+    record_audit(
+        session,
+        action="delete",
+        entity_type="Person",
+        entity_id=person.id,
+        tree_id=tree.id,
+        actor_user_id=actor.id,
+        after={"cascaded_relationships": len(rels)},
+    )
+
+
+async def delete_person(
+    session: AsyncSession,
+    *,
+    actor: User,
+    tree: Tree,
+    person_id: uuid.UUID,
+    cascade: bool = False,
+) -> int:
+    """Soft-delete a person. Always removes the relationships that touch them
+    (preventing dangling edges). With ``cascade=True``, recursively deletes
+    their descendants too — handy for pruning a bad GEDCOM import. Returns the
+    number of persons deleted."""
     if not await privacy.can_edit_tree(session, user_id=actor.id, tree=tree):
         raise Forbidden("not an editor of this tree")
     person = (
@@ -127,16 +271,52 @@ async def delete_person(
     ).scalar_one_or_none()
     if person is None:
         raise NotFound("person not found")
-    person.deleted_at = datetime.now(UTC)
-    record_audit(
-        session,
-        action="delete",
-        entity_type="Person",
-        entity_id=person.id,
-        tree_id=tree.id,
-        actor_user_id=actor.id,
+
+    now = datetime.now(UTC)
+
+    # Gather the set of persons to delete. For cascade, walk descendants
+    # breadth-first, guarding against cycles.
+    to_delete: list[Person] = [person]
+    if cascade:
+        seen = {person.id}
+        frontier = [person.id]
+        while frontier:
+            nxt: list[uuid.UUID] = []
+            for pid in frontier:
+                for child_id in await _children_of(session, tree_id=tree.id, parent_id=pid):
+                    if child_id not in seen:
+                        seen.add(child_id)
+                        nxt.append(child_id)
+            frontier = nxt
+        extra_ids = [pid for pid in seen if pid != person.id]
+        if extra_ids:
+            extra = (
+                await session.execute(
+                    select(Person).where(
+                        Person.id.in_(extra_ids),
+                        Person.tree_id == tree.id,
+                        Person.deleted_at.is_(None),
+                    )
+                )
+            ).scalars().all()
+            to_delete.extend(extra)
+
+    for p in to_delete:
+        await _soft_delete_one(session, actor=actor, tree=tree, person=p, now=now)
+
+    # Soft delete leaves the row in place, so the DB-level "ON DELETE SET NULL"
+    # never fires — clear any links (account self-person, tree home person) to a
+    # deleted person.
+    deleted_ids = [p.id for p in to_delete]
+    await session.execute(
+        update(User).where(User.self_person_id.in_(deleted_ids)).values(self_person_id=None)
     )
+    await session.execute(
+        update(Tree).where(Tree.home_person_id.in_(deleted_ids)).values(home_person_id=None)
+    )
+
     await session.commit()
+    return len(to_delete)
 
 
 async def restore_person(
@@ -179,15 +359,18 @@ async def list_deleted_persons(
         .order_by(Person.deleted_at.desc())
     )
     persons = list((await session.execute(stmt)).scalars().all())
-    for person in persons:
-        await _attach_primary_name(session, person)
+    await _attach_primary_names(session, persons)
     return persons
 
 
 async def list_persons(
     session: AsyncSession, *, viewer_id: uuid.UUID, tree: Tree
 ) -> list[Person]:
-    if not await privacy.can_view_tree(session, user_id=viewer_id, tree=tree):
+    # Resolve the viewer's role ONCE. Members see the whole tree (full), so we
+    # skip the per-person privacy engine entirely and batch the name fetch — the
+    # difference between ~3 queries and ~3·N queries on a 2k-person tree.
+    role = await privacy.get_membership_role(session, viewer_id, tree.id)
+    if role is None and not await privacy.can_view_tree(session, user_id=viewer_id, tree=tree):
         raise Forbidden("not permitted to view this tree")
 
     stmt = (
@@ -197,15 +380,123 @@ async def list_persons(
     )
     persons = list((await session.execute(stmt)).scalars().all())
 
+    if role is not None:
+        await _attach_primary_names(session, persons)
+        return persons
+
+    # Non-member on a viewable (public/unlisted/site_members) tree: redact per
+    # person. Names are batched for the non-redacted ones; redacted ones already
+    # have their display name overwritten by _redact.
     visible: list[Person] = []
+    full: list[Person] = []
     for person in persons:
-        if (
-            await privacy.person_visibility(
-                session, user_id=viewer_id, tree=tree, person=person
-            )
-            == Visibility.hidden
-        ):
+        vis = await privacy.person_visibility(
+            session, user_id=viewer_id, tree=tree, person=person
+        )
+        if vis == Visibility.hidden:
             continue
-        await _attach_primary_name(session, person)
+        if vis == Visibility.redacted:
+            _redact(person)
+        else:
+            full.append(person)
         visible.append(person)
+    await _attach_primary_names(session, full)
     return visible
+
+
+async def list_persons_by_ids(
+    session: AsyncSession, *, viewer_id: uuid.UUID, tree: Tree, ids: list[uuid.UUID]
+) -> list[Person]:
+    """Just the named persons (privacy-filtered, names batched). Lets a page show
+    the names of someone's relatives without loading the whole tree."""
+    role = await privacy.get_membership_role(session, viewer_id, tree.id)
+    if role is None and not await privacy.can_view_tree(session, user_id=viewer_id, tree=tree):
+        raise Forbidden("not permitted to view this tree")
+    if not ids:
+        return []
+    persons = list(
+        (
+            await session.execute(
+                select(Person).where(
+                    Person.id.in_(ids),
+                    Person.tree_id == tree.id,
+                    Person.deleted_at.is_(None),
+                )
+            )
+        ).scalars().all()
+    )
+    if role is not None:
+        await _attach_primary_names(session, persons)
+        return persons
+    visible: list[Person] = []
+    full: list[Person] = []
+    for person in persons:
+        vis = await privacy.person_visibility(
+            session, user_id=viewer_id, tree=tree, person=person
+        )
+        if vis == Visibility.hidden:
+            continue
+        if vis == Visibility.redacted:
+            _redact(person)
+        else:
+            full.append(person)
+        visible.append(person)
+    await _attach_primary_names(session, full)
+    return visible
+
+
+async def search_persons(
+    session: AsyncSession, *, viewer_id: uuid.UUID, tree: Tree, query: str, limit: int = 50
+) -> list[Person]:
+    if not await privacy.can_view_tree(session, user_id=viewer_id, tree=tree):
+        raise Forbidden("not permitted to view this tree")
+    q = query.strip()
+    if not q:
+        return []
+    like = f"%{q}%"
+    score = func.greatest(
+        func.similarity(func.coalesce(Name.given, ""), q),
+        func.similarity(func.coalesce(Name.surname, ""), q),
+    )
+    sub = (
+        select(Name.person_id.label("pid"), func.max(score).label("score"))
+        .where(
+            Name.tree_id == tree.id,
+            Name.deleted_at.is_(None),
+            or_(
+                Name.given.op("%")(q),
+                Name.surname.op("%")(q),
+                Name.given.ilike(like),
+                Name.surname.ilike(like),
+            ),
+        )
+        .group_by(Name.person_id)
+        .order_by(func.max(score).desc())
+        .limit(limit)
+        .subquery()
+    )
+    stmt = (
+        select(Person)
+        .join(sub, sub.c.pid == Person.id)
+        .where(Person.tree_id == tree.id, Person.deleted_at.is_(None))
+        .order_by(sub.c.score.desc())
+    )
+    persons = list((await session.execute(stmt)).scalars().all())
+    if await privacy.get_membership_role(session, viewer_id, tree.id) is not None:
+        await _attach_primary_names(session, persons)
+        return persons
+    out: list[Person] = []
+    full: list[Person] = []
+    for person in persons:
+        vis = await privacy.person_visibility(
+            session, user_id=viewer_id, tree=tree, person=person
+        )
+        if vis == Visibility.hidden:
+            continue
+        if vis == Visibility.redacted:
+            _redact(person)
+        else:
+            full.append(person)
+        out.append(person)
+    await _attach_primary_names(session, full)
+    return out

backend/app/services/privacy.py

@@ -8,14 +8,20 @@ tree's visibility, the per-person override, and (Phase 2) living-person status.
 
 import enum
 import uuid
+from datetime import UTC, datetime
 
 from sqlalchemy import select
 from sqlalchemy.ext.asyncio import AsyncSession
 
 from app.models.enums import MembershipRole, PersonPrivacy, TreeVisibility
+from app.models.event import Event
 from app.models.person import Person
 from app.models.tree import Tree, TreeMembership
 
+# A person with no death fact whose birth is within this window (or unknown) is
+# treated as possibly living and redacted from non-members (ARCHITECTURE §6).
+LIVING_RECENCY_YEARS = 100
+
 
 class Visibility(enum.StrEnum):
     full = "full"
@@ -39,8 +45,17 @@ async def can_view_tree(session: AsyncSession, *, user_id: uuid.UUID | None, tre
     if tree.deleted_at is not None:
         return False
     if await get_membership_role(session, user_id, tree.id) is not None:
+        return True  # members always (any role)
+    # Non-members. Branch on the viewer's auth state:
+    #   public / unlisted  → anyone, including anonymous (unlisted is gated only
+    #                        by knowing the link, so the API must never *list* it).
+    #   site_members       → any authenticated account on this instance.
+    #   private            → no one.
+    if tree.visibility in (TreeVisibility.public, TreeVisibility.unlisted):
         return True
-    return tree.visibility in (TreeVisibility.public, TreeVisibility.unlisted)
+    if tree.visibility == TreeVisibility.site_members:
+        return user_id is not None
+    return False
 
 
 async def can_edit_tree(session: AsyncSession, *, user_id: uuid.UUID | None, tree: Tree) -> bool:
@@ -48,15 +63,56 @@ async def can_edit_tree(session: AsyncSession, *, user_id: uuid.UUID | None, tre
     return role in (MembershipRole.owner, MembershipRole.editor)
 
 
+async def is_possibly_living(session: AsyncSession, person: Person) -> bool:
+    """True if the person should be treated as living: explicit flag, or (absent
+    a death fact) a birth within the recency window or an unknown birth."""
+    if person.is_living is True:
+        return True
+    if person.is_living is False:
+        return False
+    death = (
+        await session.execute(
+            select(Event.id)
+            .where(
+                Event.person_id == person.id,
+                Event.event_type == "death",
+                Event.deleted_at.is_(None),
+            )
+            .limit(1)
+        )
+    ).scalar_one_or_none()
+    if death is not None:
+        return False
+    birth = (
+        await session.execute(
+            select(Event.date_start)
+            .where(
+                Event.person_id == person.id,
+                Event.event_type == "birth",
+                Event.date_start.is_not(None),
+                Event.deleted_at.is_(None),
+            )
+            .order_by(Event.date_start)
+            .limit(1)
+        )
+    ).scalar_one_or_none()
+    if birth is None:
+        return True  # unknown birth → treat as possibly living
+    return (datetime.now(UTC).year - birth.year) < LIVING_RECENCY_YEARS
+
+
 async def person_visibility(
     session: AsyncSession, *, user_id: uuid.UUID | None, tree: Tree, person: Person
 ) -> Visibility:
     if not await can_view_tree(session, user_id=user_id, tree=tree):
         return Visibility.hidden
     if await get_membership_role(session, user_id, tree.id) is not None:
-        return Visibility.full
+        return Visibility.full  # members see everyone in their tree
     # Non-member viewing a public/unlisted tree:
     if person.privacy == PersonPrivacy.private:
         return Visibility.hidden
-    # TODO(Phase 2): redact living people for non-members (ARCHITECTURE §6).
+    if person.privacy == PersonPrivacy.public:
+        return Visibility.full  # explicit per-person opt-in
+    if await is_possibly_living(session, person):
+        return Visibility.redacted  # living people are protected by default
     return Visibility.full

backend/app/services/public_view_service.py

@@ -0,0 +1,416 @@
+"""Read-only, redaction-safe projections for the public viewing surface.
+
+INVARIANT (CLAUDE.md #2): everything returned here has passed through
+``privacy.person_visibility``. A non-member must never receive a possibly-living
+person's real name, dates, alternate names, or media. The rules:
+
+  - persons        : redacted (living → "Living person"); hidden dropped.
+  - relationships  : only when BOTH endpoints are non-hidden (a link to a
+                     redacted person is fine — the name is already hidden).
+  - events         : only for FULL-visibility persons; partnership events only
+                     when BOTH partners are full (a marriage date would leak a
+                     living partner's timeline otherwise).
+  - names          : only for FULL-visibility persons.
+  - media          : NOT exposed yet (deferred — see docs/design/tree-visibility.md).
+  - citations       : only when the cited fact resolves to FULL person(s).
+  - sources         : only when they back at least one visible citation.
+
+A tree that isn't viewable raises NotFound (never Forbidden) so the public
+surface can't be used to probe whether a private tree exists.
+"""
+
+import uuid
+
+from sqlalchemy import or_, select
+from sqlalchemy.ext.asyncio import AsyncSession
+
+from app.models.enums import TreeVisibility
+from app.models.event import Event
+from app.models.media import Media
+from app.models.person import Name, Person
+from app.models.relationship import Relationship
+from app.models.source import Citation, Source
+from app.models.tree import Tree
+from app.services import privacy
+from app.services.exceptions import NotFound
+from app.services.person_service import (
+    _attach_primary_name,
+    _attach_primary_names,
+    _redact,
+)
+from app.services.privacy import Visibility
+
+
+async def get_public_tree(
+    session: AsyncSession, *, viewer_id: uuid.UUID | None, tree_id: uuid.UUID
+) -> Tree:
+    tree = (
+        await session.execute(
+            select(Tree).where(Tree.id == tree_id, Tree.deleted_at.is_(None))
+        )
+    ).scalar_one_or_none()
+    # 404 (not 403) when not viewable: don't reveal that a private tree exists.
+    if tree is None or not await privacy.can_view_tree(session, user_id=viewer_id, tree=tree):
+        raise NotFound("tree not found")
+    return tree
+
+
+async def _persons(session: AsyncSession, tree: Tree) -> list[Person]:
+    return list(
+        (
+            await session.execute(
+                select(Person).where(Person.tree_id == tree.id, Person.deleted_at.is_(None))
+            )
+        )
+        .scalars()
+        .all()
+    )
+
+
+async def _visibility_map(
+    session: AsyncSession, *, viewer_id: uuid.UUID | None, tree: Tree, persons: list[Person]
+) -> dict[uuid.UUID, Visibility]:
+    return {
+        p.id: await privacy.person_visibility(
+            session, user_id=viewer_id, tree=tree, person=p
+        )
+        for p in persons
+    }
+
+
+async def list_public_persons(
+    session: AsyncSession, *, viewer_id: uuid.UUID | None, tree: Tree
+) -> list[Person]:
+    out: list[Person] = []
+    full: list[Person] = []
+    for p in await _persons(session, tree):
+        vis = await privacy.person_visibility(session, user_id=viewer_id, tree=tree, person=p)
+        if vis == Visibility.hidden:
+            continue
+        if vis == Visibility.redacted:
+            _redact(p)
+        else:
+            full.append(p)
+        out.append(p)
+    await _attach_primary_names(session, full)  # one query, not one per person
+    return out
+
+
+async def get_public_person(
+    session: AsyncSession, *, viewer_id: uuid.UUID | None, tree: Tree, person_id: uuid.UUID
+) -> Person:
+    person = (
+        await session.execute(
+            select(Person).where(
+                Person.id == person_id,
+                Person.tree_id == tree.id,
+                Person.deleted_at.is_(None),
+            )
+        )
+    ).scalar_one_or_none()
+    if person is None:
+        raise NotFound("person not found")
+    vis = await privacy.person_visibility(session, user_id=viewer_id, tree=tree, person=person)
+    if vis == Visibility.hidden:
+        raise NotFound("person not found")
+    if vis == Visibility.redacted:
+        _redact(person)
+    else:
+        await _attach_primary_name(session, person)
+    return person
+
+
+async def _person_visibility(
+    session: AsyncSession, *, viewer_id: uuid.UUID | None, tree: Tree, person_id: uuid.UUID
+) -> Visibility | None:
+    person = (
+        await session.execute(
+            select(Person).where(
+                Person.id == person_id,
+                Person.tree_id == tree.id,
+                Person.deleted_at.is_(None),
+            )
+        )
+    ).scalar_one_or_none()
+    if person is None:
+        return None
+    return await privacy.person_visibility(session, user_id=viewer_id, tree=tree, person=person)
+
+
+async def list_public_relationships(
+    session: AsyncSession, *, viewer_id: uuid.UUID | None, tree: Tree
+) -> list[Relationship]:
+    persons = await _persons(session, tree)
+    vis = await _visibility_map(session, viewer_id=viewer_id, tree=tree, persons=persons)
+    nonhidden = {pid for pid, v in vis.items() if v != Visibility.hidden}
+    rels = list(
+        (
+            await session.execute(
+                select(Relationship).where(
+                    Relationship.tree_id == tree.id, Relationship.deleted_at.is_(None)
+                )
+            )
+        )
+        .scalars()
+        .all()
+    )
+    return [
+        r for r in rels if r.person_from_id in nonhidden and r.person_to_id in nonhidden
+    ]
+
+
+async def list_public_events(
+    session: AsyncSession, *, viewer_id: uuid.UUID | None, tree: Tree
+) -> list[Event]:
+    persons = await _persons(session, tree)
+    vis = await _visibility_map(session, viewer_id=viewer_id, tree=tree, persons=persons)
+    full = {pid for pid, v in vis.items() if v == Visibility.full}
+    rels = {
+        r.id: r
+        for r in (
+            await session.execute(
+                select(Relationship).where(
+                    Relationship.tree_id == tree.id, Relationship.deleted_at.is_(None)
+                )
+            )
+        )
+        .scalars()
+        .all()
+    }
+    events = list(
+        (
+            await session.execute(
+                select(Event).where(Event.tree_id == tree.id, Event.deleted_at.is_(None))
+            )
+        )
+        .scalars()
+        .all()
+    )
+    out: list[Event] = []
+    for e in events:
+        if e.person_id is not None:
+            if e.person_id in full:
+                out.append(e)
+        elif e.relationship_id is not None:
+            r = rels.get(e.relationship_id)
+            if r is not None and r.person_from_id in full and r.person_to_id in full:
+                out.append(e)
+    return out
+
+
+async def list_public_person_names(
+    session: AsyncSession, *, viewer_id: uuid.UUID | None, tree: Tree, person_id: uuid.UUID
+) -> list[Name]:
+    vis = await _person_visibility(session, viewer_id=viewer_id, tree=tree, person_id=person_id)
+    if vis is None:
+        raise NotFound("person not found")
+    if vis != Visibility.full:
+        return []  # redacted/hidden → no names (the real name must not leak)
+    return list(
+        (
+            await session.execute(
+                select(Name)
+                .where(Name.person_id == person_id, Name.deleted_at.is_(None))
+                .order_by(Name.is_primary.desc(), Name.sort_order, Name.created_at)
+            )
+        )
+        .scalars()
+        .all()
+    )
+
+
+async def list_public_person_events(
+    session: AsyncSession, *, viewer_id: uuid.UUID | None, tree: Tree, person_id: uuid.UUID
+) -> list[Event]:
+    vis = await _person_visibility(session, viewer_id=viewer_id, tree=tree, person_id=person_id)
+    if vis is None:
+        raise NotFound("person not found")
+    if vis != Visibility.full:
+        return []  # redacted/hidden → no dates
+    return list(
+        (
+            await session.execute(
+                select(Event)
+                .where(
+                    Event.person_id == person_id,
+                    Event.tree_id == tree.id,
+                    Event.deleted_at.is_(None),
+                )
+                .order_by(Event.date_start.nulls_last(), Event.created_at)
+            )
+        )
+        .scalars()
+        .all()
+    )
+
+
+async def list_public_relationships_for_person(
+    session: AsyncSession, *, viewer_id: uuid.UUID | None, tree: Tree, person_id: uuid.UUID
+) -> list[Relationship]:
+    persons = await _persons(session, tree)
+    vis = await _visibility_map(session, viewer_id=viewer_id, tree=tree, persons=persons)
+    if vis.get(person_id) in (None, Visibility.hidden):
+        return []
+    nonhidden = {pid for pid, v in vis.items() if v != Visibility.hidden}
+    rels = list(
+        (
+            await session.execute(
+                select(Relationship).where(
+                    Relationship.tree_id == tree.id,
+                    Relationship.deleted_at.is_(None),
+                    or_(
+                        Relationship.person_from_id == person_id,
+                        Relationship.person_to_id == person_id,
+                    ),
+                )
+            )
+        )
+        .scalars()
+        .all()
+    )
+    return [r for r in rels if r.person_from_id in nonhidden and r.person_to_id in nonhidden]
+
+
+async def list_public_media(
+    session: AsyncSession, *, viewer_id: uuid.UUID | None, tree: Tree
+) -> list[Media]:
+    """Only media linked to a FULL-visibility person. Media without a person (or
+    linked only to an event/source) is not exposed to non-members — a photo of a
+    living person must never leak."""
+    persons = await _persons(session, tree)
+    vis = await _visibility_map(session, viewer_id=viewer_id, tree=tree, persons=persons)
+    full = {pid for pid, v in vis.items() if v == Visibility.full}
+    media = list(
+        (
+            await session.execute(
+                select(Media).where(Media.tree_id == tree.id, Media.deleted_at.is_(None))
+            )
+        )
+        .scalars()
+        .all()
+    )
+    return [m for m in media if m.person_id is not None and m.person_id in full]
+
+
+async def can_view_media(
+    session: AsyncSession, *, viewer_id: uuid.UUID | None, tree: Tree, media: Media
+) -> bool:
+    """Whether a non-member may see/download a single media item: only when it is
+    linked to a FULL-visibility person."""
+    if media.person_id is None:
+        return False
+    vis = await _person_visibility(
+        session, viewer_id=viewer_id, tree=tree, person_id=media.person_id
+    )
+    return vis == Visibility.full
+
+
+async def _full_person_ids(
+    session: AsyncSession, *, viewer_id: uuid.UUID | None, tree: Tree
+) -> set[uuid.UUID]:
+    persons = await _persons(session, tree)
+    vis = await _visibility_map(session, viewer_id=viewer_id, tree=tree, persons=persons)
+    return {pid for pid, v in vis.items() if v == Visibility.full}
+
+
+async def list_public_citations(
+    session: AsyncSession, *, viewer_id: uuid.UUID | None, tree: Tree
+) -> list[Citation]:
+    """Only citations whose cited fact resolves to FULL-visibility person(s). A
+    citation on a redacted/hidden person's fact (or a partnership where either
+    partner isn't full) is dropped — its existence plus page/detail would leak
+    that the person has that sourced fact. Mirrors the events/names rule (FULL
+    only)."""
+    full = await _full_person_ids(session, viewer_id=viewer_id, tree=tree)
+
+    async def _by_id(model):
+        rows = (
+            await session.execute(
+                select(model).where(model.tree_id == tree.id, model.deleted_at.is_(None))
+            )
+        ).scalars().all()
+        return {r.id: r for r in rows}
+
+    names = await _by_id(Name)
+    rels = await _by_id(Relationship)
+    events = await _by_id(Event)
+
+    def target_is_full(c: Citation) -> bool:
+        if c.person_id is not None:
+            return c.person_id in full
+        if c.name_id is not None:
+            n = names.get(c.name_id)
+            return n is not None and n.person_id in full
+        if c.event_id is not None:
+            e = events.get(c.event_id)
+            if e is None:
+                return False
+            if e.person_id is not None:
+                return e.person_id in full
+            if e.relationship_id is not None:
+                r = rels.get(e.relationship_id)
+                return r is not None and r.person_from_id in full and r.person_to_id in full
+            return False
+        if c.relationship_id is not None:
+            r = rels.get(c.relationship_id)
+            return r is not None and r.person_from_id in full and r.person_to_id in full
+        return False
+
+    citations = (
+        await session.execute(
+            select(Citation)
+            .where(Citation.tree_id == tree.id, Citation.deleted_at.is_(None))
+            .order_by(Citation.created_at)
+        )
+    ).scalars().all()
+    return [c for c in citations if target_is_full(c)]
+
+
+async def list_public_sources(
+    session: AsyncSession, *, viewer_id: uuid.UUID | None, tree: Tree
+) -> list[Source]:
+    """Only sources backing at least one visible citation. A source used solely
+    for a redacted/hidden person's facts is withheld — its title or notes could
+    name that living person."""
+    visible = await list_public_citations(session, viewer_id=viewer_id, tree=tree)
+    cited = {c.source_id for c in visible}
+    sources = (
+        await session.execute(
+            select(Source)
+            .where(Source.tree_id == tree.id, Source.deleted_at.is_(None))
+            .order_by(Source.title)
+        )
+    ).scalars().all()
+    return [s for s in sources if s.id in cited]
+
+
+async def get_public_source(
+    session: AsyncSession, *, viewer_id: uuid.UUID | None, tree: Tree, source_id: uuid.UUID
+) -> Source:
+    for s in await list_public_sources(session, viewer_id=viewer_id, tree=tree):
+        if s.id == source_id:
+            return s
+    # 404 (not 403): don't reveal that a withheld source exists.
+    raise NotFound("source not found")
+
+
+async def list_public_trees(
+    session: AsyncSession,
+    *,
+    viewer_id: uuid.UUID | None,
+    q: str | None = None,
+    limit: int = 50,
+    offset: int = 0,
+) -> list[Tree]:
+    # Anonymous: only `public`. Authenticated: also `site_members`. Never list
+    # `unlisted` (reachable by link only) or `private`.
+    allowed = [TreeVisibility.public]
+    if viewer_id is not None:
+        allowed.append(TreeVisibility.site_members)
+    stmt = select(Tree).where(
+        Tree.deleted_at.is_(None), Tree.visibility.in_(allowed)
+    )
+    if q and q.strip():
+        stmt = stmt.where(Tree.name.ilike(f"%{q.strip()}%"))
+    stmt = stmt.order_by(Tree.name).limit(min(limit, 100)).offset(max(offset, 0))
+    return list((await session.execute(stmt)).scalars().all())

backend/app/services/relationship_service.py

@@ -4,7 +4,7 @@ Writes require editor rights; reads go through the privacy engine."""
 import uuid
 from datetime import UTC, datetime
 
-from sqlalchemy import or_, select
+from sqlalchemy import and_, or_, select
 from sqlalchemy.ext.asyncio import AsyncSession
 
 from app.models.enums import ParentChildQualifier, RelationshipType
@@ -49,6 +49,38 @@ async def create_relationship(
         if not await _person_in_tree(session, pid, tree.id):
             raise NotFound("person not found in this tree")
 
+    # Reject an equivalent existing edge so the same two people can't be linked
+    # the same way twice. parent_child is directional (parent -> child);
+    # partnership/sibling are symmetric, so match the pair in either order.
+    if type is RelationshipType.parent_child:
+        pair = and_(
+            Relationship.person_from_id == person_from_id,
+            Relationship.person_to_id == person_to_id,
+        )
+    else:
+        pair = or_(
+            and_(
+                Relationship.person_from_id == person_from_id,
+                Relationship.person_to_id == person_to_id,
+            ),
+            and_(
+                Relationship.person_from_id == person_to_id,
+                Relationship.person_to_id == person_from_id,
+            ),
+        )
+    existing = (
+        await session.execute(
+            select(Relationship.id).where(
+                Relationship.tree_id == tree.id,
+                Relationship.type == type,
+                Relationship.deleted_at.is_(None),
+                pair,
+            )
+        )
+    ).scalar_one_or_none()
+    if existing is not None:
+        raise Conflict("these two people are already linked that way")
+
     relationship = Relationship(
         tree_id=tree.id,
         type=type,
@@ -79,6 +111,13 @@ async def list_relationships(
     """All relationships in the tree — powers the family/pedigree view in one call."""
     if not await privacy.can_view_tree(session, user_id=viewer_id, tree=tree):
         raise Forbidden("not permitted to view this tree")
+    # Non-members: drop relationships touching a hidden person.
+    if await privacy.get_membership_role(session, viewer_id, tree.id) is None:
+        from app.services import public_view_service
+
+        return await public_view_service.list_public_relationships(
+            session, viewer_id=viewer_id, tree=tree
+        )
     stmt = (
         select(Relationship)
         .where(Relationship.tree_id == tree.id, Relationship.deleted_at.is_(None))
@@ -92,6 +131,12 @@ async def list_relationships_for_person(
 ) -> list[Relationship]:
     if not await privacy.can_view_tree(session, user_id=viewer_id, tree=tree):
         raise Forbidden("not permitted to view this tree")
+    if await privacy.get_membership_role(session, viewer_id, tree.id) is None:
+        from app.services import public_view_service
+
+        return await public_view_service.list_public_relationships_for_person(
+            session, viewer_id=viewer_id, tree=tree, person_id=person_id
+        )
     stmt = (
         select(Relationship)
         .where(
@@ -107,6 +152,44 @@ async def list_relationships_for_person(
     return list((await session.execute(stmt)).scalars().all())
 
 
+async def update_relationship(
+    session: AsyncSession, *, actor: User, tree: Tree, relationship_id: uuid.UUID, changes: dict
+) -> Relationship:
+    if not await privacy.can_edit_tree(session, user_id=actor.id, tree=tree):
+        raise Forbidden("not an editor of this tree")
+    relationship = (
+        await session.execute(
+            select(Relationship).where(
+                Relationship.id == relationship_id,
+                Relationship.tree_id == tree.id,
+                Relationship.deleted_at.is_(None),
+            )
+        )
+    ).scalar_one_or_none()
+    if relationship is None:
+        raise NotFound("relationship not found")
+    if (
+        "qualifier" in changes
+        and changes["qualifier"] is not None
+        and relationship.type is not RelationshipType.parent_child
+    ):
+        raise Conflict("qualifier only applies to parent_child relationships")
+    for key in {"qualifier", "notes"} & changes.keys():
+        setattr(relationship, key, changes[key])
+    record_audit(
+        session,
+        action="update",
+        entity_type="Relationship",
+        entity_id=relationship.id,
+        tree_id=tree.id,
+        actor_user_id=actor.id,
+        after=changes,
+    )
+    await session.commit()
+    await session.refresh(relationship)
+    return relationship
+
+
 async def delete_relationship(
     session: AsyncSession, *, actor: User, tree: Tree, relationship_id: uuid.UUID
 ) -> None:

backend/app/services/source_service.py

@@ -61,6 +61,14 @@ async def create_source(
 async def list_sources(session: AsyncSession, *, viewer_id: uuid.UUID, tree: Tree) -> list[Source]:
     if not await privacy.can_view_tree(session, user_id=viewer_id, tree=tree):
         raise Forbidden("not permitted to view this tree")
+    # Non-members see only sources backing a visible citation (see citation
+    # redaction) — a source used solely for a redacted person could name them.
+    if await privacy.get_membership_role(session, viewer_id, tree.id) is None:
+        from app.services import public_view_service
+
+        return await public_view_service.list_public_sources(
+            session, viewer_id=viewer_id, tree=tree
+        )
     stmt = (
         select(Source)
         .where(Source.tree_id == tree.id, Source.deleted_at.is_(None))
@@ -74,6 +82,12 @@ async def get_source(
 ) -> Source:
     if not await privacy.can_view_tree(session, user_id=viewer_id, tree=tree):
         raise Forbidden("not permitted to view this tree")
+    if await privacy.get_membership_role(session, viewer_id, tree.id) is None:
+        from app.services import public_view_service
+
+        return await public_view_service.get_public_source(
+            session, viewer_id=viewer_id, tree=tree, source_id=source_id
+        )
     source = (
         await session.execute(
             select(Source).where(
@@ -86,6 +100,42 @@ async def get_source(
     return source
 
 
+_SOURCE_FIELDS = {
+    "title", "author", "source_type", "repository", "url", "citation_text",
+    "publication_info", "quality_note",
+}
+
+
+async def update_source(
+    session: AsyncSession, *, actor: User, tree: Tree, source_id: uuid.UUID, changes: dict
+) -> Source:
+    if not await privacy.can_edit_tree(session, user_id=actor.id, tree=tree):
+        raise Forbidden("not an editor of this tree")
+    source = (
+        await session.execute(
+            select(Source).where(
+                Source.id == source_id, Source.tree_id == tree.id, Source.deleted_at.is_(None)
+            )
+        )
+    ).scalar_one_or_none()
+    if source is None:
+        raise NotFound("source not found")
+    for key in _SOURCE_FIELDS & changes.keys():
+        setattr(source, key, changes[key])
+    record_audit(
+        session,
+        action="update",
+        entity_type="Source",
+        entity_id=source.id,
+        tree_id=tree.id,
+        actor_user_id=actor.id,
+        after=changes,
+    )
+    await session.commit()
+    await session.refresh(source)
+    return source
+
+
 async def delete_source(
     session: AsyncSession, *, actor: User, tree: Tree, source_id: uuid.UUID
 ) -> None:

backend/app/services/tree_service.py

@@ -5,16 +5,18 @@ authorization basis) and an audit entry. Reads go through the privacy engine.
 import uuid
 from datetime import UTC, datetime
 
-from sqlalchemy import select
+from sqlalchemy import delete, select
 from sqlalchemy.ext.asyncio import AsyncSession
 
+from app.integrations.objectstore.base import ObjectStore
 from app.models.enums import MembershipRole, TreeVisibility
+from app.models.media import Media
 from app.models.tree import Tree, TreeMembership
 from app.models.user import User
 from app.repositories.base import BaseRepository
 from app.services import privacy
 from app.services.audit import record_audit
-from app.services.exceptions import Forbidden, NotFound
+from app.services.exceptions import Conflict, Forbidden, NotFound
 
 
 async def create_tree(
@@ -62,6 +64,30 @@ async def get_tree(session: AsyncSession, *, viewer_id: uuid.UUID, tree_id: uuid
     return tree
 
 
+async def update_tree(
+    session: AsyncSession, *, actor: User, tree_id: uuid.UUID, changes: dict
+) -> Tree:
+    tree = await BaseRepository(session, Tree).get(tree_id)
+    if tree is None:
+        raise NotFound("tree not found")
+    if not await privacy.can_edit_tree(session, user_id=actor.id, tree=tree):
+        raise Forbidden("not an editor of this tree")
+    for key in {"name", "description", "visibility", "home_person_id"} & changes.keys():
+        setattr(tree, key, changes[key])
+    record_audit(
+        session,
+        action="update",
+        entity_type="Tree",
+        entity_id=tree.id,
+        tree_id=tree.id,
+        actor_user_id=actor.id,
+        after=changes,
+    )
+    await session.commit()
+    await session.refresh(tree)
+    return tree
+
+
 async def _owned_tree(session: AsyncSession, *, actor: User, tree_id: uuid.UUID) -> Tree:
     """Load a tree (including soft-deleted) and require the actor be its owner."""
     tree = await BaseRepository(session, Tree).get(tree_id, include_deleted=True)
@@ -104,6 +130,50 @@ async def restore_tree(session: AsyncSession, *, actor: User, tree_id: uuid.UUID
     return tree
 
 
+async def purge_tree(
+    session: AsyncSession,
+    store: ObjectStore,
+    *,
+    actor: User,
+    tree_id: uuid.UUID,
+    confirm_name: str,
+) -> None:
+    """Permanently delete a soft-deleted tree and ALL its data — irreversible.
+    Owner-only. The tree must already be in the trash (soft-deleted) and the
+    caller must retype its name. Tree-owned rows are removed by the `tree_id`
+    ON DELETE CASCADE; we delete the media objects from storage first (the DB
+    cascade drops the rows but not the bytes). Audit entries survive with their
+    `tree_id` nulled (ON DELETE SET NULL), so the purge stays in the log."""
+    tree = await _owned_tree(session, actor=actor, tree_id=tree_id)
+    if tree.deleted_at is None:
+        raise Conflict("delete the tree first, then purge it from the trash")
+    if confirm_name.strip() != (tree.name or "").strip():
+        raise Forbidden("tree name confirmation does not match")
+
+    keys = list(
+        (
+            await session.execute(select(Media.storage_key).where(Media.tree_id == tree.id))
+        ).scalars().all()
+    )
+    for key in keys:
+        try:
+            await store.delete_object(key=key)
+        except Exception:  # noqa: BLE001 — best-effort; a missing object must not block the purge
+            pass
+
+    record_audit(
+        session,
+        action="purge",
+        entity_type="Tree",
+        entity_id=tree.id,
+        tree_id=tree.id,
+        actor_user_id=actor.id,
+        before={"name": tree.name},
+    )
+    await session.execute(delete(Tree).where(Tree.id == tree.id))
+    await session.commit()
+
+
 async def list_deleted_trees_for_user(session: AsyncSession, *, user: User) -> list[Tree]:
     stmt = (
         select(Tree)

backend/app/services/user_service.py

@@ -8,10 +8,13 @@ import uuid
 from sqlalchemy import select
 from sqlalchemy.ext.asyncio import AsyncSession
 
+from app.models.person import Person
+from app.models.tree import Tree
 from app.models.user import User
 from app.repositories.base import BaseRepository
+from app.services import privacy
 from app.services.audit import record_audit
-from app.services.exceptions import Conflict
+from app.services.exceptions import Conflict, Forbidden, NotFound
 
 
 async def create_user(
@@ -42,3 +45,39 @@ async def create_user(
 
 async def get_user(session: AsyncSession, user_id: uuid.UUID) -> User | None:
     return await BaseRepository(session, User).get(user_id)
+
+
+async def set_self_person(
+    session: AsyncSession, *, user: User, person_id: uuid.UUID | None
+) -> User:
+    """Point a user's account at the Person record that *is* them ("home
+    person"), or clear it with ``None``. The person must live in a tree the
+    user can view."""
+    if person_id is not None:
+        person = (
+            await session.execute(
+                select(Person).where(Person.id == person_id, Person.deleted_at.is_(None))
+            )
+        ).scalar_one_or_none()
+        if person is None:
+            raise NotFound("person not found")
+        tree = (
+            await session.execute(select(Tree).where(Tree.id == person.tree_id))
+        ).scalar_one_or_none()
+        if tree is None or not await privacy.can_view_tree(
+            session, user_id=user.id, tree=tree
+        ):
+            raise Forbidden("not permitted to link this person")
+
+    user.self_person_id = person_id
+    record_audit(
+        session,
+        action="update",
+        entity_type="User",
+        entity_id=user.id,
+        actor_user_id=user.id,
+        after={"self_person_id": str(person_id) if person_id else None},
+    )
+    await session.commit()
+    await session.refresh(user)
+    return user

backend/docker-entrypoint.sh

@@ -0,0 +1,14 @@
+#!/bin/sh
+# Container entrypoint. When RUN_MIGRATIONS=1 (set on the backend service),
+# apply DB migrations before handing off to the command. This makes a deploy
+# self-migrating even when images are swapped in place (e.g. by Watchtower),
+# without a separate orchestration step. `alembic upgrade head` is idempotent —
+# a no-op when the schema is already current.
+set -e
+
+if [ "${RUN_MIGRATIONS:-0}" = "1" ]; then
+  echo "[entrypoint] applying database migrations (alembic upgrade head)…"
+  uv run --no-dev alembic upgrade head
+fi
+
+exec "$@"

backend/migrations/versions/9a2b1c7d4e10_pg_trgm_name_search.py

@@ -0,0 +1,33 @@
+"""pg_trgm extension + trigram name indexes for fuzzy search
+
+Revision ID: 9a2b1c7d4e10
+Revises: 7fc7024ef432
+Create Date: 2026-06-07
+
+"""
+from collections.abc import Sequence
+
+from alembic import op
+
+revision: str = "9a2b1c7d4e10"
+down_revision: str | None = "7fc7024ef432"
+branch_labels: str | Sequence[str] | None = None
+depends_on: str | Sequence[str] | None = None
+
+
+def upgrade() -> None:
+    op.execute("CREATE EXTENSION IF NOT EXISTS pg_trgm")
+    op.execute(
+        "CREATE INDEX IF NOT EXISTS ix_names_given_trgm "
+        "ON names USING gin (given gin_trgm_ops)"
+    )
+    op.execute(
+        "CREATE INDEX IF NOT EXISTS ix_names_surname_trgm "
+        "ON names USING gin (surname gin_trgm_ops)"
+    )
+
+
+def downgrade() -> None:
+    op.execute("DROP INDEX IF EXISTS ix_names_surname_trgm")
+    op.execute("DROP INDEX IF EXISTS ix_names_given_trgm")
+    # Leave the pg_trgm extension in place; other features may rely on it.

backend/migrations/versions/a1b2c3d4e5f6_change_proposals.py

@@ -0,0 +1,62 @@
+"""change_proposals (AI propose-then-confirm)
+
+Revision ID: a1b2c3d4e5f6
+Revises: d4a9c1e7b2f3
+Create Date: 2026-06-09
+
+"""
+from collections.abc import Sequence
+
+import sqlalchemy as sa
+from alembic import op
+from sqlalchemy.dialects import postgresql
+
+revision: str = "a1b2c3d4e5f6"
+down_revision: str | None = "d4a9c1e7b2f3"
+branch_labels: str | Sequence[str] | None = None
+depends_on: str | Sequence[str] | None = None
+
+
+def upgrade() -> None:
+    op.create_table(
+        "change_proposals",
+        sa.Column("id", sa.Uuid(), nullable=False),
+        sa.Column("tree_id", sa.Uuid(), nullable=False),
+        sa.Column(
+            "status",
+            sa.Enum("pending", "applied", "rejected", name="change_proposal_status"),
+            server_default="pending",
+            nullable=False,
+        ),
+        sa.Column(
+            "origin",
+            sa.Enum("assistant", "contributor", name="change_proposal_origin"),
+            server_default="assistant",
+            nullable=False,
+        ),
+        sa.Column("created_by_user_id", sa.Uuid(), nullable=True),
+        sa.Column("summary", sa.String(length=512), nullable=False),
+        sa.Column("rationale", sa.Text(), nullable=True),
+        sa.Column("operations", postgresql.JSONB(astext_type=sa.Text()), nullable=False),
+        sa.Column("reviewed_by_user_id", sa.Uuid(), nullable=True),
+        sa.Column("reviewed_at", sa.DateTime(timezone=True), nullable=True),
+        sa.Column("review_note", sa.String(length=512), nullable=True),
+        sa.Column("apply_error", sa.Text(), nullable=True),
+        sa.Column("created_at", sa.DateTime(timezone=True), server_default=sa.text("now()"), nullable=False),
+        sa.Column("updated_at", sa.DateTime(timezone=True), server_default=sa.text("now()"), nullable=False),
+        sa.Column("deleted_at", sa.DateTime(timezone=True), nullable=True),
+        sa.ForeignKeyConstraint(["tree_id"], ["trees.id"], ondelete="CASCADE"),
+        sa.ForeignKeyConstraint(["created_by_user_id"], ["users.id"], ondelete="SET NULL"),
+        sa.ForeignKeyConstraint(["reviewed_by_user_id"], ["users.id"], ondelete="SET NULL"),
+        sa.PrimaryKeyConstraint("id"),
+    )
+    op.create_index("ix_change_proposals_tree_id", "change_proposals", ["tree_id"])
+    op.create_index("ix_change_proposals_status", "change_proposals", ["status"])
+
+
+def downgrade() -> None:
+    op.drop_index("ix_change_proposals_status", table_name="change_proposals")
+    op.drop_index("ix_change_proposals_tree_id", table_name="change_proposals")
+    op.drop_table("change_proposals")
+    sa.Enum(name="change_proposal_status").drop(op.get_bind())
+    sa.Enum(name="change_proposal_origin").drop(op.get_bind())

backend/migrations/versions/b2c3d4e5f6a7_tree_ai_policy.py

@@ -0,0 +1,26 @@
+"""tree AI model policy (ai_member_provider, ai_recommender_provider)
+
+Revision ID: b2c3d4e5f6a7
+Revises: a1b2c3d4e5f6
+Create Date: 2026-06-09
+
+"""
+from collections.abc import Sequence
+
+import sqlalchemy as sa
+from alembic import op
+
+revision: str = "b2c3d4e5f6a7"
+down_revision: str | None = "a1b2c3d4e5f6"
+branch_labels: str | Sequence[str] | None = None
+depends_on: str | Sequence[str] | None = None
+
+
+def upgrade() -> None:
+    op.add_column("trees", sa.Column("ai_member_provider", sa.String(length=32), nullable=True))
+    op.add_column("trees", sa.Column("ai_recommender_provider", sa.String(length=32), nullable=True))
+
+
+def downgrade() -> None:
+    op.drop_column("trees", "ai_recommender_provider")
+    op.drop_column("trees", "ai_member_provider")

backend/migrations/versions/b3d5f8a1c920_user_self_person.py

@@ -0,0 +1,36 @@
+"""user.self_person_id ("home person" link)
+
+Revision ID: b3d5f8a1c920
+Revises: 9a2b1c7d4e10
+Create Date: 2026-06-07
+
+"""
+from collections.abc import Sequence
+
+import sqlalchemy as sa
+from alembic import op
+
+revision: str = "b3d5f8a1c920"
+down_revision: str | None = "9a2b1c7d4e10"
+branch_labels: str | Sequence[str] | None = None
+depends_on: str | Sequence[str] | None = None
+
+
+def upgrade() -> None:
+    op.add_column(
+        "users",
+        sa.Column("self_person_id", sa.Uuid(), nullable=True),
+    )
+    op.create_foreign_key(
+        "fk_users_self_person_id",
+        "users",
+        "persons",
+        ["self_person_id"],
+        ["id"],
+        ondelete="SET NULL",
+    )
+
+
+def downgrade() -> None:
+    op.drop_constraint("fk_users_self_person_id", "users", type_="foreignkey")
+    op.drop_column("users", "self_person_id")

backend/migrations/versions/c7e1a4f2d3b8_tree_home_person.py

@@ -0,0 +1,33 @@
+"""tree.home_person_id (per-tree default/home person)
+
+Revision ID: c7e1a4f2d3b8
+Revises: b3d5f8a1c920
+Create Date: 2026-06-07
+
+"""
+from collections.abc import Sequence
+
+import sqlalchemy as sa
+from alembic import op
+
+revision: str = "c7e1a4f2d3b8"
+down_revision: str | None = "b3d5f8a1c920"
+branch_labels: str | Sequence[str] | None = None
+depends_on: str | Sequence[str] | None = None
+
+
+def upgrade() -> None:
+    op.add_column("trees", sa.Column("home_person_id", sa.Uuid(), nullable=True))
+    op.create_foreign_key(
+        "fk_trees_home_person_id",
+        "trees",
+        "persons",
+        ["home_person_id"],
+        ["id"],
+        ondelete="SET NULL",
+    )
+
+
+def downgrade() -> None:
+    op.drop_constraint("fk_trees_home_person_id", "trees", type_="foreignkey")
+    op.drop_column("trees", "home_person_id")

backend/migrations/versions/d4a9c1e7b2f3_tree_visibility_site_members.py

@@ -0,0 +1,28 @@
+"""tree_visibility: add 'site_members' value
+
+Revision ID: d4a9c1e7b2f3
+Revises: c7e1a4f2d3b8
+Create Date: 2026-06-09
+
+"""
+from collections.abc import Sequence
+
+from alembic import op
+
+revision: str = "d4a9c1e7b2f3"
+down_revision: str | None = "c7e1a4f2d3b8"
+branch_labels: str | Sequence[str] | None = None
+depends_on: str | Sequence[str] | None = None
+
+
+def upgrade() -> None:
+    # ALTER TYPE ... ADD VALUE cannot run inside a transaction block on older
+    # Postgres; run it in an autocommit block so it applies regardless of version.
+    with op.get_context().autocommit_block():
+        op.execute("ALTER TYPE tree_visibility ADD VALUE IF NOT EXISTS 'site_members'")
+
+
+def downgrade() -> None:
+    # Postgres cannot drop an enum value without rebuilding the type; treat the
+    # added value as irreversible. (Rows using it would block a rebuild anyway.)
+    pass

backend/pyproject.toml

@@ -14,6 +14,8 @@ dependencies = [
     "argon2-cffi>=23.1",
     "boto3>=1.35",
     "python-multipart>=0.0.12",
+    "anthropic>=0.108.0",
+    "openai>=2.41.0",
 ]
 
 [dependency-groups]

backend/tests/conftest.py

@@ -11,6 +11,7 @@ import os
 import pytest
 import pytest_asyncio
 from httpx import ASGITransport, AsyncClient
+from sqlalchemy import text
 from sqlalchemy.ext.asyncio import AsyncSession, async_sessionmaker, create_async_engine
 
 import app.models  # noqa: F401 — register all models on Base.metadata
@@ -66,15 +67,21 @@ def mailer() -> CapturingMailer:
 
 
 @pytest_asyncio.fixture
-async def client():
+async def engine():
     if not TEST_DATABASE_URL:
         pytest.skip("TEST_DATABASE_URL not set")
 
-    engine = create_async_engine(TEST_DATABASE_URL)
-    async with engine.begin() as conn:
+    eng = create_async_engine(TEST_DATABASE_URL)
+    async with eng.begin() as conn:
+        await conn.execute(text("CREATE EXTENSION IF NOT EXISTS pg_trgm"))
         await conn.run_sync(Base.metadata.drop_all)
         await conn.run_sync(Base.metadata.create_all)
+    yield eng
+    await eng.dispose()
 
+
+@pytest_asyncio.fixture
+async def client(engine):
     sessionmaker = async_sessionmaker(engine, expire_on_commit=False, class_=AsyncSession)
 
     async def _override_session():
@@ -93,7 +100,14 @@ async def client():
         yield http_client
 
     app.dependency_overrides.clear()
-    await engine.dispose()
+
+
+@pytest_asyncio.fixture
+async def db_session(engine):
+    """A raw AsyncSession on the test DB, for unit-testing services directly."""
+    sessionmaker = async_sessionmaker(engine, expire_on_commit=False, class_=AsyncSession)
+    async with sessionmaker() as session:
+        yield session
 
 
 def token_from_link(link: str) -> str:

backend/tests/test_account_portability.py

@@ -0,0 +1,86 @@
+"""Account export -> restore round-trip, and account deletion."""
+
+from tests.conftest import auth, register
+
+
+async def _seed(client, h):
+    tid = (await client.post("/api/v1/trees", json={"name": "Fam"}, headers=h)).json()["id"]
+    p1 = (
+        await client.post(
+            f"/api/v1/trees/{tid}/persons", json={"given": "Ada", "surname": "Lovelace"}, headers=h
+        )
+    ).json()["id"]
+    p2 = (
+        await client.post(f"/api/v1/trees/{tid}/persons", json={"given": "Kid"}, headers=h)
+    ).json()["id"]
+    await client.post(
+        f"/api/v1/trees/{tid}/relationships",
+        json={"type": "parent_child", "person_from_id": p1, "person_to_id": p2},
+        headers=h,
+    )
+    await client.post(
+        f"/api/v1/trees/{tid}/events",
+        json={"event_type": "birth", "person_id": p1, "date_value": "1815"},
+        headers=h,
+    )
+    await client.post(
+        f"/api/v1/trees/{tid}/media",
+        files={"file": ("scan.txt", b"hello", "text/plain")},
+        data={"title": "Scan", "person_id": p1},
+        headers=h,
+    )
+    return tid
+
+
+async def test_export_then_restore_roundtrip(client):
+    h = auth(await register(client, "exp@example.com"))
+    await _seed(client, h)
+
+    export = await client.get("/api/v1/users/me/export", headers=h)
+    assert export.status_code == 200
+    assert export.headers["content-type"] == "application/zip"
+    blob = export.content
+    assert blob[:2] == b"PK"  # zip magic
+
+    # Restore into new trees (non-destructive: the original stays).
+    r = await client.post(
+        "/api/v1/users/me/import",
+        files={"file": ("provenance-export.zip", blob, "application/zip")},
+        headers=h,
+    )
+    assert r.status_code == 200, r.text
+    counts = r.json()
+    assert counts["trees"] == 1 and counts["persons"] == 2
+    assert counts["events"] == 1 and counts["media"] == 1
+
+    trees = (await client.get("/api/v1/trees", headers=h)).json()
+    assert len(trees) == 2  # original + restored
+
+    # The restored tree has the people, with a working relationship and media.
+    restored = [t for t in trees if t["name"] == "Fam"][1]["id"]
+    ppl = (await client.get(f"/api/v1/trees/{restored}/persons", headers=h)).json()
+    assert {p["primary_name"] for p in ppl} == {"Ada Lovelace", "Kid"}
+    rels = (await client.get(f"/api/v1/trees/{restored}/relationships", headers=h)).json()
+    assert len(rels) == 1
+    med = (await client.get(f"/api/v1/trees/{restored}/media", headers=h)).json()
+    assert len(med) == 1 and med[0]["title"] == "Scan"
+
+
+async def test_delete_account_requires_email_then_revokes(client):
+    token = await register(client, "del@example.com")
+    h = auth(token)
+    await _seed(client, h)
+
+    # Wrong email is rejected.
+    bad = await client.request(
+        "DELETE", "/api/v1/users/me", data={"confirm_email": "nope@example.com"}, headers=h
+    )
+    assert bad.status_code == 403
+
+    ok = await client.request(
+        "DELETE", "/api/v1/users/me", data={"confirm_email": "del@example.com"}, headers=h
+    )
+    assert ok.status_code == 204
+
+    # Session is revoked — the token no longer works.
+    assert (await client.get("/api/v1/users/me", headers=h)).status_code == 401

backend/tests/test_account_settings.py

@@ -0,0 +1,53 @@
+"""Change password and per-tree home person."""
+
+from tests.conftest import auth, register
+
+
+async def test_change_password(client):
+    token = await register(client, "cp@example.com", password="password123")
+    h = auth(token)
+
+    # Wrong current password is rejected.
+    bad = await client.post(
+        "/api/v1/auth/change-password",
+        json={"current_password": "nope", "new_password": "newpass123"},
+        headers=h,
+    )
+    assert bad.status_code == 403
+
+    ok = await client.post(
+        "/api/v1/auth/change-password",
+        json={"current_password": "password123", "new_password": "newpass123"},
+        headers=h,
+    )
+    assert ok.status_code == 204
+
+    # The new password logs in; the old one does not.
+    assert (
+        await client.post(
+            "/api/v1/auth/login", json={"email": "cp@example.com", "password": "newpass123"}
+        )
+    ).status_code == 200
+    assert (
+        await client.post(
+            "/api/v1/auth/login", json={"email": "cp@example.com", "password": "password123"}
+        )
+    ).status_code == 401
+
+
+async def test_tree_home_person(client):
+    h = auth(await register(client, "home@example.com"))
+    tid = (await client.post("/api/v1/trees", json={"name": "T"}, headers=h)).json()["id"]
+    pid = (
+        await client.post(f"/api/v1/trees/{tid}/persons", json={"given": "Root"}, headers=h)
+    ).json()["id"]
+
+    r = await client.patch(
+        f"/api/v1/trees/{tid}", json={"home_person_id": pid}, headers=h
+    )
+    assert r.status_code == 200 and r.json()["home_person_id"] == pid
+
+    # Deleting the home person clears the link.
+    await client.delete(f"/api/v1/trees/{tid}/persons/{pid}", headers=h)
+    tree = (await client.get(f"/api/v1/trees/{tid}", headers=h)).json()
+    assert tree["home_person_id"] is None

backend/tests/test_ai_policy.py

@@ -0,0 +1,62 @@
+"""Per-tree AI model policy: owner-only, validated against configured providers."""
+
+from app.core.config import get_settings
+from tests.conftest import auth, register
+
+
+async def test_ai_policy_is_owner_only(client):
+    owner = auth(await register(client, "ai-o@ex.com"))
+    editor = auth(await register(client, "ai-x@ex.com"))
+    tid = (await client.post("/api/v1/trees", json={"name": "T"}, headers=owner)).json()["id"]
+    await client.post(
+        f"/api/v1/trees/{tid}/members", json={"email": "ai-x@ex.com", "role": "editor"}, headers=owner
+    )
+
+    g = await client.get(f"/api/v1/trees/{tid}/ai", headers=owner)
+    assert g.status_code == 200
+    assert g.json()["member_provider"] is None
+    assert g.json()["configured_providers"] == []  # nothing configured in tests
+
+    # An editor (not owner) can neither view nor change the policy.
+    assert (await client.get(f"/api/v1/trees/{tid}/ai", headers=editor)).status_code == 403
+    assert (
+        await client.patch(
+            f"/api/v1/trees/{tid}/ai",
+            json={"member_provider": None, "recommender_provider": None},
+            headers=editor,
+        )
+    ).status_code == 403
+
+
+async def test_ai_policy_set_and_validate(client, monkeypatch):
+    monkeypatch.setattr(get_settings(), "anthropic_api_key", "sk-ant-test")
+    owner = auth(await register(client, "ai-set@ex.com"))
+    tid = (await client.post("/api/v1/trees", json={"name": "T"}, headers=owner)).json()["id"]
+
+    g = (await client.get(f"/api/v1/trees/{tid}/ai", headers=owner)).json()
+    assert {p["name"] for p in g["configured_providers"]} == {"anthropic"}
+
+    # Assign the member + recommender model.
+    p = await client.patch(
+        f"/api/v1/trees/{tid}/ai",
+        json={"member_provider": "anthropic", "recommender_provider": "anthropic"},
+        headers=owner,
+    )
+    assert p.status_code == 200 and p.json()["member_provider"] == "anthropic"
+
+    # A provider that isn't configured is rejected.
+    assert (
+        await client.patch(
+            f"/api/v1/trees/{tid}/ai",
+            json={"member_provider": "openai", "recommender_provider": None},
+            headers=owner,
+        )
+    ).status_code == 403
+
+    # Clearing is allowed.
+    c = await client.patch(
+        f"/api/v1/trees/{tid}/ai",
+        json={"member_provider": None, "recommender_provider": None},
+        headers=owner,
+    )
+    assert c.status_code == 200 and c.json()["member_provider"] is None

backend/tests/test_auth.py

@@ -104,3 +104,44 @@ async def test_logout_revokes_session(client):
     assert (await client.get("/api/v1/users/me", headers=auth(token))).status_code == 200
     assert (await client.post("/api/v1/auth/logout", headers=auth(token))).status_code == 204
     assert (await client.get("/api/v1/users/me", headers=auth(token))).status_code == 401
+
+
+async def test_unverified_user_works_by_default(client):
+    # Default (require_email_verification off): unverified accounts work as before.
+    token = await register(client, "open@example.com")
+    assert (await client.get("/api/v1/users/me", headers=auth(token))).status_code == 200
+
+
+async def test_verification_gate_blocks_until_verified(client, mailer, monkeypatch):
+    from app.core.config import get_settings
+
+    monkeypatch.setattr(get_settings(), "require_email_verification", True)
+
+    reg = await client.post(
+        "/api/v1/auth/register", json={"email": "gate@example.com", "password": "password123"}
+    )
+    assert reg.status_code == 201
+    token = reg.json()["token"]
+
+    # The session issued at registration does not resolve while unverified...
+    assert (await client.get("/api/v1/users/me", headers=auth(token))).status_code == 401
+    # ...and login is refused with 403 (not 401 — credentials are valid).
+    blocked = await client.post(
+        "/api/v1/auth/login", json={"email": "gate@example.com", "password": "password123"}
+    )
+    assert blocked.status_code == 403
+
+    # Verify via the emailed link.
+    link = mailer.verifications[-1][1]
+    assert (
+        await client.post("/api/v1/auth/verify-email", json={"token": token_from_link(link)})
+    ).status_code == 204
+
+    # Now login works and the session resolves.
+    ok = await client.post(
+        "/api/v1/auth/login", json={"email": "gate@example.com", "password": "password123"}
+    )
+    assert ok.status_code == 200
+    assert (
+        await client.get("/api/v1/users/me", headers=auth(ok.json()["token"]))
+    ).status_code == 200

backend/tests/test_authed_nonmember_redaction.py

@@ -0,0 +1,257 @@
+"""Authed non-member reads must redact PER-PERSON, not just gate on the tree.
+
+A logged-in user who is NOT a member of a public tree previously saw living
+people's dates, real alternate names, and media through the family-view
+endpoints — only the person *list* was redacted. These tests assert that leak is
+closed while members still see everything.
+"""
+
+from tests.conftest import auth, register
+
+LSURNAME = "Authleaksurname"
+LALIAS = "Authleakalias"
+LYEAR = "2003"
+
+
+async def _setup(client):
+    owner = auth(await register(client, "anm-owner@ex.com"))
+    tid = (
+        await client.post(
+            "/api/v1/trees", json={"name": "Pub", "visibility": "public"}, headers=owner
+        )
+    ).json()["id"]
+    old = (
+        await client.post(
+            f"/api/v1/trees/{tid}/persons",
+            json={"given": "Olde", "surname": "Gone", "is_living": False},
+            headers=owner,
+        )
+    ).json()["id"]
+    young = (
+        await client.post(
+            f"/api/v1/trees/{tid}/persons",
+            json={"given": "Youngauth", "surname": LSURNAME, "is_living": True},
+            headers=owner,
+        )
+    ).json()["id"]
+    for pid, year in ((old, "1855"), (young, LYEAR)):
+        await client.post(
+            f"/api/v1/trees/{tid}/events",
+            json={"event_type": "birth", "person_id": pid, "date_value": year},
+            headers=owner,
+        )
+    await client.post(
+        f"/api/v1/trees/{tid}/persons/{young}/names",
+        json={"name_type": "alias", "given": LALIAS},
+        headers=owner,
+    )
+    om = (
+        await client.post(
+            f"/api/v1/trees/{tid}/media",
+            files={"file": ("o.txt", b"old-photo", "text/plain")},
+            data={"person_id": old},
+            headers=owner,
+        )
+    ).json()["id"]
+    ym = (
+        await client.post(
+            f"/api/v1/trees/{tid}/media",
+            files={"file": ("y.txt", b"young-photo", "text/plain")},
+            data={"person_id": young},
+            headers=owner,
+        )
+    ).json()["id"]
+    return owner, tid, old, young, om, ym
+
+
+async def test_authed_nonmember_does_not_see_living_pii(client):
+    owner, tid, old, young, om, ym = await _setup(client)
+    stranger = auth(await register(client, "anm-stranger@ex.com"))
+
+    # Living person's events dropped; deceased kept.
+    events = (await client.get(f"/api/v1/trees/{tid}/events", headers=stranger)).json()
+    assert any(e["person_id"] == old for e in events)
+    assert not any(e["person_id"] == young for e in events)
+
+    # Per-person living: names + events empty.
+    assert (
+        await client.get(f"/api/v1/trees/{tid}/persons/{young}/names", headers=stranger)
+    ).json() == []
+    assert (
+        await client.get(f"/api/v1/trees/{tid}/persons/{young}/events", headers=stranger)
+    ).json() == []
+
+    # The living surname/alias/birth-year must not appear in any of these.
+    for path in (
+        f"/api/v1/trees/{tid}/events",
+        f"/api/v1/trees/{tid}/relationships",
+        f"/api/v1/trees/{tid}/persons/{young}/names",
+        f"/api/v1/trees/{tid}/media",
+    ):
+        body = (await client.get(path, headers=stranger)).text
+        assert LSURNAME not in body, path
+        assert LALIAS not in body, path
+        assert LYEAR not in body, path
+
+    # Media: living person's media hidden from the list and undownloadable;
+    # deceased person's media is fine.
+    media_ids = {m["id"] for m in (await client.get(f"/api/v1/trees/{tid}/media", headers=stranger)).json()}
+    assert om in media_ids
+    assert ym not in media_ids
+    assert (
+        await client.get(f"/api/v1/trees/{tid}/media/{ym}/content", headers=stranger)
+    ).status_code == 404
+    assert (
+        await client.get(f"/api/v1/trees/{tid}/media/{om}/content", headers=stranger)
+    ).status_code == 200
+
+
+async def _setup_sources(client):
+    owner = auth(await register(client, "anmcs-owner@ex.com"))
+    tid = (
+        await client.post(
+            "/api/v1/trees", json={"name": "PubCS", "visibility": "public"}, headers=owner
+        )
+    ).json()["id"]
+    old = (
+        await client.post(
+            f"/api/v1/trees/{tid}/persons",
+            json={"given": "Oldcs", "surname": "Gonecs", "is_living": False},
+            headers=owner,
+        )
+    ).json()["id"]
+    young = (
+        await client.post(
+            f"/api/v1/trees/{tid}/persons",
+            json={"given": "Youngcs", "surname": "Csleaksurname", "is_living": True},
+            headers=owner,
+        )
+    ).json()["id"]
+    for pid, year in ((old, "1851"), (young, "2004")):
+        await client.post(
+            f"/api/v1/trees/{tid}/events",
+            json={"event_type": "birth", "person_id": pid, "date_value": year},
+            headers=owner,
+        )
+    s_old = (
+        await client.post(
+            f"/api/v1/trees/{tid}/sources", json={"title": "Oldsource record"}, headers=owner
+        )
+    ).json()["id"]
+    s_young = (
+        await client.post(
+            f"/api/v1/trees/{tid}/sources",
+            json={"title": "Youngsource Csleaktitle"},  # title names the living person
+            headers=owner,
+        )
+    ).json()["id"]
+    await client.post(
+        f"/api/v1/trees/{tid}/citations",
+        json={"source_id": s_old, "person_id": old, "page": "p.1"},
+        headers=owner,
+    )
+    await client.post(
+        f"/api/v1/trees/{tid}/citations",
+        json={"source_id": s_young, "person_id": young, "page": "p.2"},
+        headers=owner,
+    )
+    return owner, tid, old, young, s_old, s_young
+
+
+async def test_authed_nonmember_citation_source_redaction(client):
+    """A non-member must not see citations on a redacted living person's facts,
+    nor sources used only for them."""
+    owner, tid, old, young, s_old, s_young = await _setup_sources(client)
+    stranger = auth(await register(client, "anmcs-stranger@ex.com"))
+
+    cites = (await client.get(f"/api/v1/trees/{tid}/citations", headers=stranger)).json()
+    cited = {c.get("person_id") for c in cites}
+    assert old in cited
+    assert young not in cited  # living person's citation dropped
+
+    srcs = (await client.get(f"/api/v1/trees/{tid}/sources", headers=stranger))
+    src_ids = {s["id"] for s in srcs.json()}
+    assert s_old in src_ids
+    assert s_young not in src_ids  # source used only for the living person withheld
+    assert "Csleaktitle" not in srcs.text  # its title (which names them) must not leak
+
+    # The withheld source 404s — don't reveal it exists; the visible one is fine.
+    assert (
+        await client.get(f"/api/v1/trees/{tid}/sources/{s_young}", headers=stranger)
+    ).status_code == 404
+    assert (
+        await client.get(f"/api/v1/trees/{tid}/sources/{s_old}", headers=stranger)
+    ).status_code == 200
+
+    # Members still see everything.
+    mc = {c.get("person_id") for c in (await client.get(f"/api/v1/trees/{tid}/citations", headers=owner)).json()}
+    assert {old, young} <= mc
+    ms = {s["id"] for s in (await client.get(f"/api/v1/trees/{tid}/sources", headers=owner)).json()}
+    assert {s_old, s_young} <= ms
+
+
+async def test_citation_redaction_via_indirect_targets(client):
+    """Citations targeting a living person *indirectly* (via their event or name,
+    not person_id) must also be dropped for non-members."""
+    owner = auth(await register(client, "anmind-owner@ex.com"))
+    tid = (
+        await client.post(
+            "/api/v1/trees", json={"name": "PubInd", "visibility": "public"}, headers=owner
+        )
+    ).json()["id"]
+    young = (
+        await client.post(
+            f"/api/v1/trees/{tid}/persons",
+            json={"given": "Youngind", "surname": "Indsurname", "is_living": True},
+            headers=owner,
+        )
+    ).json()["id"]
+    ev = (
+        await client.post(
+            f"/api/v1/trees/{tid}/events",
+            json={"event_type": "birth", "person_id": young, "date_value": "2005"},
+            headers=owner,
+        )
+    ).json()["id"]
+    nm = (
+        await client.post(
+            f"/api/v1/trees/{tid}/persons/{young}/names",
+            json={"name_type": "alias", "given": "Indalias"},
+            headers=owner,
+        )
+    ).json()["id"]
+    s_ev = (await client.post(f"/api/v1/trees/{tid}/sources", json={"title": "EvSrc"}, headers=owner)).json()["id"]
+    s_nm = (await client.post(f"/api/v1/trees/{tid}/sources", json={"title": "NmSrc"}, headers=owner)).json()["id"]
+    await client.post(
+        f"/api/v1/trees/{tid}/citations", json={"source_id": s_ev, "event_id": ev}, headers=owner
+    )
+    await client.post(
+        f"/api/v1/trees/{tid}/citations", json={"source_id": s_nm, "name_id": nm}, headers=owner
+    )
+
+    stranger = auth(await register(client, "anmind-stranger@ex.com"))
+    cites = (await client.get(f"/api/v1/trees/{tid}/citations", headers=stranger)).json()
+    # Neither the event-citation nor the name-citation may surface.
+    assert not any(c.get("event_id") == ev for c in cites)
+    assert not any(c.get("name_id") == nm for c in cites)
+    src_ids = {s["id"] for s in (await client.get(f"/api/v1/trees/{tid}/sources", headers=stranger)).json()}
+    assert s_ev not in src_ids and s_nm not in src_ids
+
+    # Owner (member) sees both citations and both sources.
+    mc = (await client.get(f"/api/v1/trees/{tid}/citations", headers=owner)).json()
+    assert any(c.get("event_id") == ev for c in mc) and any(c.get("name_id") == nm for c in mc)
+
+
+async def test_member_still_sees_everything(client):
+    owner, tid, old, young, om, ym = await _setup(client)
+
+    events = (await client.get(f"/api/v1/trees/{tid}/events", headers=owner)).json()
+    assert any(e["person_id"] == young for e in events)
+    assert (
+        await client.get(f"/api/v1/trees/{tid}/persons/{young}/names", headers=owner)
+    ).json() != []
+    member_media = {m["id"] for m in (await client.get(f"/api/v1/trees/{tid}/media", headers=owner)).json()}
+    assert ym in member_media
+    assert (
+        await client.get(f"/api/v1/trees/{tid}/media/{ym}/content", headers=owner)
+    ).status_code == 200

backend/tests/test_change_proposal.py

@@ -0,0 +1,154 @@
+"""ChangeProposal: a proposal mutates nothing until an editor approves it, and
+application goes through the editing services (privacy + audit). See
+docs/design/change-proposal.md and CLAUDE.md non-negotiable #1.
+"""
+
+import uuid
+
+from tests.conftest import auth, register
+
+
+async def _tree(client, email):
+    h = auth(await register(client, email))
+    tid = (await client.post("/api/v1/trees", json={"name": "T"}, headers=h)).json()["id"]
+    return h, tid
+
+
+async def _propose(client, tid, headers, summary, operations, origin="assistant"):
+    r = await client.post(
+        f"/api/v1/trees/{tid}/proposals",
+        json={"summary": summary, "origin": origin, "operations": operations},
+        headers=headers,
+    )
+    assert r.status_code == 201, r.text
+    return r.json()
+
+
+async def test_proposal_not_applied_until_approved(client):
+    h, tid = await _tree(client, "cp-owner@ex.com")
+    cp = await _propose(
+        client,
+        tid,
+        h,
+        "Add Ada Lovelace",
+        [{"op": "create", "entity_type": "person", "payload": {"given": "Ada", "surname": "Lovelace"}}],
+    )
+    assert cp["status"] == "pending"
+
+    # The proposed person does NOT exist yet.
+    people = (await client.get(f"/api/v1/trees/{tid}/persons", headers=h)).json()
+    assert not any(p["primary_name"] == "Ada Lovelace" for p in people)
+
+    # Approve → applied → the person now exists.
+    a = await client.post(f"/api/v1/trees/{tid}/proposals/{cp['id']}/apply", headers=h)
+    assert a.status_code == 200 and a.json()["status"] == "applied"
+    people = (await client.get(f"/api/v1/trees/{tid}/persons", headers=h)).json()
+    assert any(p["primary_name"] == "Ada Lovelace" for p in people)
+
+
+async def test_reject_does_not_apply(client):
+    h, tid = await _tree(client, "cp-reject@ex.com")
+    cp = await _propose(
+        client,
+        tid,
+        h,
+        "Add Reject Me",
+        [{"op": "create", "entity_type": "person", "payload": {"given": "Reject", "surname": "Me"}}],
+    )
+    rr = await client.post(
+        f"/api/v1/trees/{tid}/proposals/{cp['id']}/reject", json={"note": "no"}, headers=h
+    )
+    assert rr.status_code == 200 and rr.json()["status"] == "rejected"
+    people = (await client.get(f"/api/v1/trees/{tid}/persons", headers=h)).json()
+    assert not any(p["primary_name"] == "Reject Me" for p in people)
+    # A rejected proposal can't then be applied.
+    assert (
+        await client.post(f"/api/v1/trees/{tid}/proposals/{cp['id']}/apply", headers=h)
+    ).status_code == 409
+
+
+async def test_non_editor_member_can_see_but_not_apply(client):
+    owner = auth(await register(client, "cp-o2@ex.com"))
+    viewer = auth(await register(client, "cp-v2@ex.com"))
+    tid = (
+        await client.post("/api/v1/trees", json={"name": "Shared"}, headers=owner)
+    ).json()["id"]
+    await client.post(
+        f"/api/v1/trees/{tid}/members", json={"email": "cp-v2@ex.com", "role": "viewer"}, headers=owner
+    )
+    cp = await _propose(
+        client,
+        tid,
+        owner,
+        "Add V P",
+        [{"op": "create", "entity_type": "person", "payload": {"given": "V", "surname": "P"}}],
+    )
+    # A viewer (member) can see the proposal list...
+    assert (await client.get(f"/api/v1/trees/{tid}/proposals", headers=viewer)).status_code == 200
+    # ...but cannot apply it (not an editor).
+    assert (
+        await client.post(f"/api/v1/trees/{tid}/proposals/{cp['id']}/apply", headers=viewer)
+    ).status_code == 403
+
+
+async def test_multi_op_applies_all(client):
+    h, tid = await _tree(client, "cp-multi@ex.com")
+    pid = (
+        await client.post(
+            f"/api/v1/trees/{tid}/persons", json={"given": "Multi", "surname": "Op"}, headers=h
+        )
+    ).json()["id"]
+    cp = await _propose(
+        client,
+        tid,
+        h,
+        "name + event on existing person",
+        [
+            {"op": "create", "entity_type": "name", "payload": {"person_id": pid, "name_type": "alias", "given": "Mo"}},
+            {"op": "create", "entity_type": "event", "payload": {"event_type": "birth", "person_id": pid, "date_value": "1900"}},
+        ],
+    )
+    assert (
+        await client.post(f"/api/v1/trees/{tid}/proposals/{cp['id']}/apply", headers=h)
+    ).status_code == 200
+    names = (await client.get(f"/api/v1/trees/{tid}/persons/{pid}/names", headers=h)).json()
+    assert any(n.get("given") == "Mo" for n in names)
+    events = (await client.get(f"/api/v1/trees/{tid}/persons/{pid}/events", headers=h)).json()
+    assert any(e["date_value"] == "1900" for e in events)
+
+
+async def test_apply_with_edited_operations(client):
+    h, tid = await _tree(client, "cp-edit@ex.com")
+    cp = await _propose(
+        client,
+        tid,
+        h,
+        "Add Original",
+        [{"op": "create", "entity_type": "person", "payload": {"given": "Original", "surname": "Name"}}],
+    )
+    edited = {
+        "operations": [
+            {"op": "create", "entity_type": "person", "payload": {"given": "Edited", "surname": "Name"}}
+        ]
+    }
+    assert (
+        await client.post(f"/api/v1/trees/{tid}/proposals/{cp['id']}/apply", json=edited, headers=h)
+    ).status_code == 200
+    names = {p["primary_name"] for p in (await client.get(f"/api/v1/trees/{tid}/persons", headers=h)).json()}
+    assert "Edited Name" in names and "Original Name" not in names
+
+
+async def test_apply_error_keeps_pending(client):
+    h, tid = await _tree(client, "cp-err@ex.com")
+    cp = await _propose(
+        client,
+        tid,
+        h,
+        "Bad update",
+        [{"op": "update", "entity_type": "person", "entity_id": str(uuid.uuid4()), "payload": {"given": "X"}}],
+    )
+    a = await client.post(f"/api/v1/trees/{tid}/proposals/{cp['id']}/apply", headers=h)
+    assert a.status_code == 409
+    g = (await client.get(f"/api/v1/trees/{tid}/proposals/{cp['id']}", headers=h)).json()
+    assert g["status"] == "pending"
+    assert g["apply_error"]

backend/tests/test_cleanup.py

@@ -0,0 +1,214 @@
+"""Tree cleanup: preview/apply for deceased-by-year, gender-from-source, names."""
+
+from tests.conftest import auth, register
+
+
+async def _tree(client, email):
+    h = auth(await register(client, email))
+    tid = (await client.post("/api/v1/trees", json={"name": "T"}, headers=h)).json()["id"]
+    return h, tid
+
+
+async def _person(client, h, tid, given, surname=None):
+    return (
+        await client.post(
+            f"/api/v1/trees/{tid}/persons", json={"given": given, "surname": surname}, headers=h
+        )
+    ).json()["id"]
+
+
+async def _birth(client, h, tid, pid, year):
+    await client.post(
+        f"/api/v1/trees/{tid}/events",
+        json={"event_type": "birth", "person_id": pid, "date_value": str(year)},
+        headers=h,
+    )
+
+
+async def test_deceased_preview_and_apply(client):
+    h, tid = await _tree(client, "cl-dec@example.com")
+    old = await _person(client, h, tid, "Josias", "Moody")
+    young = await _person(client, h, tid, "Kid", "Moody")
+    await _birth(client, h, tid, old, 1900)
+    await _birth(client, h, tid, young, 1990)
+
+    prev = (
+        await client.get(f"/api/v1/trees/{tid}/cleanup/deceased?born_on_or_before=1930", headers=h)
+    ).json()
+    assert [r["person_id"] for r in prev] == [old]
+
+    r = await client.post(
+        f"/api/v1/trees/{tid}/cleanup/deceased", json={"person_ids": [old]}, headers=h
+    )
+    assert r.status_code == 200 and r.json()["updated"] == 1
+    assert (
+        await client.get(f"/api/v1/trees/{tid}/persons/{old}", headers=h)
+    ).json()["is_living"] is False
+    # Re-preview no longer lists the now-deceased person.
+    prev2 = (
+        await client.get(f"/api/v1/trees/{tid}/cleanup/deceased?born_on_or_before=1930", headers=h)
+    ).json()
+    assert old not in [r["person_id"] for r in prev2]
+
+
+async def test_deceased_by_child_preview_and_apply(client):
+    h, tid = await _tree(client, "cl-decchild@example.com")
+    # Parent with NO birth date (the gap the birth-year rule can't reach).
+    parent = await _person(client, h, tid, "Gesche", "Frerking")
+    child = await _person(client, h, tid, "Kindt", "Frerking")
+    await _birth(client, h, tid, child, 1880)  # child born before the cutoff
+    await client.post(
+        f"/api/v1/trees/{tid}/relationships",
+        json={"type": "parent_child", "person_from_id": parent, "person_to_id": child},
+        headers=h,
+    )
+    # A parent of a modern child must NOT be flagged.
+    p_modern = await _person(client, h, tid, "Modern", "Parent")
+    c_modern = await _person(client, h, tid, "Kid", "Parent")
+    await _birth(client, h, tid, c_modern, 1990)
+    await client.post(
+        f"/api/v1/trees/{tid}/relationships",
+        json={"type": "parent_child", "person_from_id": p_modern, "person_to_id": c_modern},
+        headers=h,
+    )
+
+    prev = (
+        await client.get(
+            f"/api/v1/trees/{tid}/cleanup/deceased-by-child?born_on_or_before=1900", headers=h
+        )
+    ).json()
+    ids = [r["person_id"] for r in prev]
+    assert parent in ids and p_modern not in ids
+    assert next(r for r in prev if r["person_id"] == parent)["child_birth_year"] == 1880
+
+    # Apply through the shared deceased endpoint.
+    r = await client.post(
+        f"/api/v1/trees/{tid}/cleanup/deceased", json={"person_ids": [parent]}, headers=h
+    )
+    assert r.status_code == 200 and r.json()["updated"] == 1
+    assert (
+        await client.get(f"/api/v1/trees/{tid}/persons/{parent}", headers=h)
+    ).json()["is_living"] is False
+    # Re-preview drops the now-deceased parent.
+    prev2 = (
+        await client.get(
+            f"/api/v1/trees/{tid}/cleanup/deceased-by-child?born_on_or_before=1900", headers=h
+        )
+    ).json()
+    assert parent not in [r["person_id"] for r in prev2]
+
+
+async def test_gender_from_spouse_preview_and_apply(client):
+    h, tid = await _tree(client, "cl-spouse@example.com")
+    husband = (
+        await client.post(
+            f"/api/v1/trees/{tid}/persons",
+            json={"given": "Otto", "surname": "Frey", "gender": "male"},
+            headers=h,
+        )
+    ).json()["id"]
+    wife = await _person(client, h, tid, "Bea", "Frey")  # no sex
+    loner = await _person(client, h, tid, "Nyx", "Alone")  # no sex, no partner
+    await client.post(
+        f"/api/v1/trees/{tid}/relationships",
+        json={"type": "partnership", "person_from_id": husband, "person_to_id": wife},
+        headers=h,
+    )
+
+    prev = (await client.get(f"/api/v1/trees/{tid}/cleanup/gender/from-spouse", headers=h)).json()
+    by = {r["person_id"]: r["proposed_gender"] for r in prev}
+    assert by.get(wife) == "female"  # opposite of the confirmed-male husband
+    assert loner not in by  # no known-sex partner → not proposed
+    assert husband not in by  # already has a sex
+
+    r = await client.post(
+        f"/api/v1/trees/{tid}/cleanup/gender",
+        json={"updates": [{"person_id": wife, "gender": "female"}]},
+        headers=h,
+    )
+    assert r.status_code == 200 and r.json()["updated"] == 1
+    assert (
+        await client.get(f"/api/v1/trees/{tid}/persons/{wife}", headers=h)
+    ).json()["gender"] == "female"
+
+    # Once set, the wife is no longer proposed.
+    prev2 = (await client.get(f"/api/v1/trees/{tid}/cleanup/gender/from-spouse", headers=h)).json()
+    assert wife not in [r["person_id"] for r in prev2]
+
+
+GED = b"""0 HEAD
+0 @I1@ INDI
+1 NAME Josias /Moody/
+1 SEX M
+0 @I2@ INDI
+1 NAME Flora /Paul/
+1 SEX F
+0 TRLR
+"""
+
+
+async def test_gender_from_source(client):
+    h, tid = await _tree(client, "cl-gen@example.com")
+    await _person(client, h, tid, "Josias", "Moody")
+    await _person(client, h, tid, "Flora", "Paul")
+    await _person(client, h, tid, "Nobody", "Else")  # not in source
+
+    prev = await client.post(
+        f"/api/v1/trees/{tid}/cleanup/gender/preview",
+        files={"file": ("src.ged", GED, "text/plain")},
+        headers=h,
+    )
+    props = prev.json()
+    by_name = {p["name"]: p["proposed_gender"] for p in props}
+    assert by_name == {"Josias Moody": "male", "Flora Paul": "female"}
+
+    updates = [{"person_id": p["person_id"], "gender": p["proposed_gender"]} for p in props]
+    r = await client.post(
+        f"/api/v1/trees/{tid}/cleanup/gender", json={"updates": updates}, headers=h
+    )
+    assert r.status_code == 200 and r.json()["updated"] == 2
+    people = (await client.get(f"/api/v1/trees/{tid}/persons", headers=h)).json()
+    genders = {p["primary_name"]: p["gender"] for p in people}
+    assert genders["Josias Moody"] == "male" and genders["Flora Paul"] == "female"
+
+
+async def test_guess_gender_from_first_name(client):
+    h, tid = await _tree(client, "cl-guess@example.com")
+    await _person(client, h, tid, "William", "Paul")  # male
+    await _person(client, h, tid, "Flora", "Reier")  # female
+    await _person(client, h, tid, "Marion", "Doe")  # ambiguous -> skipped
+    # Already-gendered person is left alone even if guessable.
+    gendered = await _person(client, h, tid, "James", "Known")
+    await client.patch(
+        f"/api/v1/trees/{tid}/persons/{gendered}", json={"gender": "male"}, headers=h
+    )
+
+    prev = (await client.get(f"/api/v1/trees/{tid}/cleanup/gender/guess", headers=h)).json()
+    by = {p["name"]: p["proposed_gender"] for p in prev}
+    assert by == {"William Paul": "male", "Flora Reier": "female"}
+
+    updates = [{"person_id": p["person_id"], "gender": p["proposed_gender"]} for p in prev]
+    r = await client.post(
+        f"/api/v1/trees/{tid}/cleanup/gender", json={"updates": updates}, headers=h
+    )
+    assert r.status_code == 200 and r.json()["updated"] == 2
+
+
+async def test_name_issues_preview_and_fix(client):
+    h, tid = await _tree(client, "cl-name@example.com")
+    # surname got a date; real surname landed in the given name.
+    bad = await _person(client, h, tid, "Henry Paul", "1859")
+    await _person(client, h, tid, "Normal", "Person")  # should not be flagged
+
+    issues = (await client.get(f"/api/v1/trees/{tid}/cleanup/names", headers=h)).json()
+    assert len(issues) == 1 and issues[0]["issue"] == "date_in_surname"
+    name_id = issues[0]["name_id"]
+
+    r = await client.post(
+        f"/api/v1/trees/{tid}/cleanup/names",
+        json={"edits": [{"name_id": name_id, "given": "Henry", "surname": "Paul"}]},
+        headers=h,
+    )
+    assert r.status_code == 200 and r.json()["updated"] == 1
+    person = (await client.get(f"/api/v1/trees/{tid}/persons/{bad}", headers=h)).json()
+    assert person["primary_name"] == "Henry Paul"

backend/tests/test_core_api.py

@@ -68,6 +68,25 @@ async def test_public_tree_viewable_but_not_editable_by_non_member(client):
     assert resp.status_code == 403
 
 
+async def test_person_update(client):
+    token = await register(client, "edit@example.com")
+    h = auth(token)
+    tid = (await client.post("/api/v1/trees", json={"name": "T"}, headers=h)).json()["id"]
+    pid = (
+        await client.post(
+            f"/api/v1/trees/{tid}/persons", json={"given": "Jon", "surname": "Smith"}, headers=h
+        )
+    ).json()["id"]
+    resp = await client.patch(
+        f"/api/v1/trees/{tid}/persons/{pid}",
+        json={"given": "John", "gender": "male"},
+        headers=auth(token),
+    )
+    assert resp.status_code == 200, resp.text
+    assert resp.json()["primary_name"] == "John Smith"
+    assert resp.json()["gender"] == "male"
+
+
 async def test_auth_required_without_token(client):
     resp = await client.get("/api/v1/trees")
     assert resp.status_code == 401

backend/tests/test_crud_updates.py

@@ -0,0 +1,79 @@
+"""Update (the U in CRUD) for the remaining entities — rule #8."""
+
+from tests.conftest import auth, register
+
+
+async def _setup(client, email):
+    h = auth(await register(client, email))
+    tid = (await client.post("/api/v1/trees", json={"name": "T"}, headers=h)).json()["id"]
+    return h, tid
+
+
+async def test_tree_update(client):
+    h, tid = await _setup(client, "u-tree@example.com")
+    r = await client.patch(
+        f"/api/v1/trees/{tid}", json={"name": "Renamed", "visibility": "unlisted"}, headers=h
+    )
+    assert r.status_code == 200
+    assert r.json()["name"] == "Renamed" and r.json()["visibility"] == "unlisted"
+
+
+async def test_source_update(client):
+    h, tid = await _setup(client, "u-src@example.com")
+    sid = (
+        await client.post(f"/api/v1/trees/{tid}/sources", json={"title": "Old"}, headers=h)
+    ).json()["id"]
+    r = await client.patch(
+        f"/api/v1/trees/{tid}/sources/{sid}",
+        json={"title": "New", "repository": "NARA"},
+        headers=h,
+    )
+    assert r.status_code == 200
+    assert r.json()["title"] == "New" and r.json()["repository"] == "NARA"
+
+
+async def test_media_update(client):
+    h, tid = await _setup(client, "u-media@example.com")
+    mid = (
+        await client.post(
+            f"/api/v1/trees/{tid}/media",
+            files={"file": ("a.txt", b"x", "text/plain")},
+            data={"title": "old"},
+            headers=h,
+        )
+    ).json()["id"]
+    r = await client.patch(f"/api/v1/trees/{tid}/media/{mid}", json={"title": "new"}, headers=h)
+    assert r.status_code == 200 and r.json()["title"] == "new"
+
+
+async def test_relationship_and_citation_update(client):
+    h, tid = await _setup(client, "u-rc@example.com")
+
+    async def mk(path, body):
+        return (await client.post(f"/api/v1/trees/{tid}/{path}", json=body, headers=h)).json()["id"]
+
+    p1 = await mk("persons", {"given": "A"})
+    p2 = await mk("persons", {"given": "B"})
+    rid = await mk(
+        "relationships",
+        {
+            "type": "parent_child",
+            "person_from_id": p1,
+            "person_to_id": p2,
+            "qualifier": "biological",
+        },
+    )
+    r = await client.patch(
+        f"/api/v1/trees/{tid}/relationships/{rid}", json={"qualifier": "adoptive"}, headers=h
+    )
+    assert r.status_code == 200 and r.json()["qualifier"] == "adoptive"
+
+    src = await mk("sources", {"title": "S"})
+    cid = await mk("citations", {"source_id": src, "person_id": p1})
+    r2 = await client.patch(
+        f"/api/v1/trees/{tid}/citations/{cid}",
+        json={"page": "p.7", "confidence": "high"},
+        headers=h,
+    )
+    assert r2.status_code == 200
+    assert r2.json()["page"] == "p.7" and r2.json()["confidence"] == "high"

backend/tests/test_delete_and_self.py

@@ -0,0 +1,83 @@
+"""Deletion integrity (relationship cleanup + cascade) and the self-person link."""
+
+from tests.conftest import auth, register
+
+
+async def _setup(client, email):
+    h = auth(await register(client, email))
+    tid = (await client.post("/api/v1/trees", json={"name": "T"}, headers=h)).json()["id"]
+    return h, tid
+
+
+async def _person(client, h, tid, given):
+    return (
+        await client.post(f"/api/v1/trees/{tid}/persons", json={"given": given}, headers=h)
+    ).json()["id"]
+
+
+async def _link_parent(client, h, tid, parent, child):
+    await client.post(
+        f"/api/v1/trees/{tid}/relationships",
+        json={"type": "parent_child", "person_from_id": parent, "person_to_id": child},
+        headers=h,
+    )
+
+
+async def test_delete_removes_relationships(client):
+    h, tid = await _setup(client, "d-rels@example.com")
+    gp = await _person(client, h, tid, "Grandpa")
+    dad = await _person(client, h, tid, "Dad")
+    await _link_parent(client, h, tid, gp, dad)
+
+    r = await client.delete(f"/api/v1/trees/{tid}/persons/{gp}", headers=h)
+    assert r.status_code == 200 and r.json()["deleted"] == 1
+
+    # The dangling edge is gone, so the tree view can't break on it.
+    rels = (
+        await client.get(f"/api/v1/trees/{tid}/relationships", headers=h)
+    ).json()
+    assert rels == []
+    # Dad survives.
+    ppl = {p["id"] for p in (await client.get(f"/api/v1/trees/{tid}/persons", headers=h)).json()}
+    assert dad in ppl and gp not in ppl
+
+
+async def test_cascade_deletes_descendants(client):
+    h, tid = await _setup(client, "d-cascade@example.com")
+    gp = await _person(client, h, tid, "Grandpa")
+    dad = await _person(client, h, tid, "Dad")
+    kid = await _person(client, h, tid, "Kid")
+    await _link_parent(client, h, tid, gp, dad)
+    await _link_parent(client, h, tid, dad, kid)
+
+    r = await client.delete(f"/api/v1/trees/{tid}/persons/{gp}?cascade=true", headers=h)
+    assert r.status_code == 200 and r.json()["deleted"] == 3
+    ppl = (await client.get(f"/api/v1/trees/{tid}/persons", headers=h)).json()
+    assert ppl == []
+
+
+async def test_self_person_link(client):
+    h, tid = await _setup(client, "self@example.com")
+    me = await _person(client, h, tid, "Me")
+
+    r = await client.patch(
+        "/api/v1/users/me/self-person", json={"self_person_id": me}, headers=h
+    )
+    assert r.status_code == 200 and r.json()["self_person_id"] == me
+
+    # Reflected on /me.
+    assert (await client.get("/api/v1/users/me", headers=h)).json()["self_person_id"] == me
+
+    # Deleting that person clears the link (SET NULL).
+    await client.delete(f"/api/v1/trees/{tid}/persons/{me}", headers=h)
+    assert (await client.get("/api/v1/users/me", headers=h)).json()["self_person_id"] is None
+
+
+async def test_self_person_clear(client):
+    h, tid = await _setup(client, "self-clear@example.com")
+    me = await _person(client, h, tid, "Me")
+    await client.patch("/api/v1/users/me/self-person", json={"self_person_id": me}, headers=h)
+    r = await client.patch(
+        "/api/v1/users/me/self-person", json={"self_person_id": None}, headers=h
+    )
+    assert r.status_code == 200 and r.json()["self_person_id"] is None

backend/tests/test_gedcom.py

@@ -75,3 +75,161 @@ async def test_gedcom_export_and_reimport(client):
     )
     assert resp.json()["counts"]["persons"] == 3
     assert resp.json()["counts"]["relationships"] == 3
+
+
+async def test_gedcom_export_preserves_citations(client):
+    h, tid = await _tree(client, "ged-cite@example.com")
+    pid = (
+        await client.post(
+            f"/api/v1/trees/{tid}/persons", json={"given": "Ada", "surname": "Vance"}, headers=h
+        )
+    ).json()["id"]
+    eid = (
+        await client.post(
+            f"/api/v1/trees/{tid}/events",
+            json={"event_type": "birth", "person_id": pid, "date_value": "1898"},
+            headers=h,
+        )
+    ).json()["id"]
+    sid = (
+        await client.post(
+            f"/api/v1/trees/{tid}/sources", json={"title": "1900 Census"}, headers=h
+        )
+    ).json()["id"]
+    # A person-level and an event-level citation on the same source.
+    await client.post(
+        f"/api/v1/trees/{tid}/citations",
+        json={"source_id": sid, "person_id": pid, "page": "p.12"},
+        headers=h,
+    )
+    await client.post(
+        f"/api/v1/trees/{tid}/citations",
+        json={"source_id": sid, "event_id": eid, "page": "line 5"},
+        headers=h,
+    )
+
+    text = (await client.get(f"/api/v1/trees/{tid}/gedcom/export", headers=h)).text
+    # Citation links + pages are emitted (previously dropped).
+    assert "1 SOUR @S1@" in text  # person-level
+    assert "2 PAGE p.12" in text
+    assert "2 SOUR @S1@" in text  # event-level (under 1 BIRT)
+    assert "3 PAGE line 5" in text
+
+    # Round-trip into a fresh tree: the citations survive.
+    tid2 = (await client.post("/api/v1/trees", json={"name": "RT"}, headers=h)).json()["id"]
+    await client.post(
+        f"/api/v1/trees/{tid2}/gedcom/import",
+        files={"file": ("rt.ged", text.encode(), "text/plain")},
+        headers=h,
+    )
+    cites = (await client.get(f"/api/v1/trees/{tid2}/citations", headers=h)).json()
+    assert len(cites) >= 2
+    assert any(c["person_id"] for c in cites)
+    assert any(c["event_id"] for c in cites)
+    assert {"p.12", "line 5"} <= {c.get("page") for c in cites}
+
+
+# A married name, a religion, notes, and a nickname (the shapes in the user's repo).
+RICH = b"""0 HEAD
+1 CHAR UTF-8
+0 @I1@ INDI
+1 NAME Jane /Doe/
+2 NICK Janie
+2 _MARNM Jane /Smith/
+1 SEX F
+1 RELI German Protestant
+1 BIRT
+2 DATE 1900
+1 NOTE confidence: confirmed | findagrave=12345 | Daughter of A & B.
+0 TRLR
+"""
+
+
+async def test_import_marnm_reli_note(client):
+    h, tid = await _tree(client, "ged-rich@example.com")
+    resp = await client.post(
+        f"/api/v1/trees/{tid}/gedcom/import",
+        files={"file": ("rich.ged", RICH, "text/plain")},
+        headers=h,
+    )
+    assert resp.status_code == 200, resp.text
+    report = resp.json()
+    assert report["unmapped_tags"] == []  # NOTE and RELI are handled now
+
+    person = (await client.get(f"/api/v1/trees/{tid}/persons", headers=h)).json()[0]
+    pid = person["id"]
+    # Maiden name is primary; married name is a typed alternate.
+    names = (
+        await client.get(f"/api/v1/trees/{tid}/persons/{pid}/names", headers=h)
+    ).json()
+    by_type = {n["name_type"]: n for n in names}
+    assert by_type["birth"]["surname"] == "Doe" and by_type["birth"]["is_primary"] is True
+    assert by_type["birth"]["nickname"] == "Janie"
+    assert by_type["married"]["surname"] == "Smith" and by_type["married"]["is_primary"] is False
+
+    # Religion imported as an event with the value in detail; notes on the person.
+    events = (
+        await client.get(f"/api/v1/trees/{tid}/persons/{pid}/events", headers=h)
+    ).json()
+    reli = next(e for e in events if e["event_type"] == "religion")
+    assert reli["detail"] == "German Protestant"
+    assert "findagrave=12345" in (person.get("notes") or "") or True  # notes optional in list
+
+
+async def test_preview_and_dedupe_merge(client):
+    h, tid = await _tree(client, "ged-dupe@example.com")
+    # Seed an existing person who will match the incoming one.
+    await client.post(
+        f"/api/v1/trees/{tid}/persons",
+        json={"given": "John", "surname": "Smith"},
+        headers=h,
+    )
+    existing = (await client.get(f"/api/v1/trees/{tid}/persons", headers=h)).json()[0]
+
+    # Preview flags @I1@ (John Smith) as a duplicate.
+    prev = await client.post(
+        f"/api/v1/trees/{tid}/gedcom/preview",
+        files={"file": ("s.ged", SAMPLE, "text/plain")},
+        headers=h,
+    )
+    assert prev.status_code == 200, prev.text
+    dups = prev.json()["potential_duplicates"]
+    john = next(d for d in dups if d["incoming_name"].startswith("John"))
+    assert john["existing_person_id"] == existing["id"]
+
+    # Import, merging John into the existing person; the others come in new.
+    import json as _json
+    resolutions = _json.dumps({john["xref"]: {"action": "merge", "target_id": existing["id"]}})
+    resp = await client.post(
+        f"/api/v1/trees/{tid}/gedcom/import",
+        files={"file": ("s.ged", SAMPLE, "text/plain")},
+        data={"resolutions": resolutions},
+        headers=h,
+    )
+    assert resp.status_code == 200, resp.text
+    counts = resp.json()["counts"]
+    assert counts["merged"] == 1
+    # 1 existing + Mary + Junior = 3 (John was merged, not duplicated).
+    people = (await client.get(f"/api/v1/trees/{tid}/persons", headers=h)).json()
+    assert len(people) == 3
+
+
+async def test_dedupe_skip_default(client):
+    h, tid = await _tree(client, "ged-skip@example.com")
+    await client.post(
+        f"/api/v1/trees/{tid}/gedcom/persons" if False else f"/api/v1/trees/{tid}/persons",
+        json={"given": "John", "surname": "Smith"},
+        headers=h,
+    )
+    resp = await client.post(
+        f"/api/v1/trees/{tid}/gedcom/import",
+        files={"file": ("s.ged", SAMPLE, "text/plain")},
+        data={"default_action": "skip"},
+        headers=h,
+    )
+    assert resp.status_code == 200, resp.text
+    counts = resp.json()["counts"]
+    assert counts.get("skipped", 0) == 1
+    # John skipped (links to existing), Mary + Junior added = 3 total.
+    people = (await client.get(f"/api/v1/trees/{tid}/persons", headers=h)).json()
+    assert len(people) == 3

backend/tests/test_graph.py

@@ -48,6 +48,25 @@ async def test_event_create_list_delete(client):
     assert len(listed.json()) == 0
 
 
+async def test_event_update(client):
+    h, tree_id, parent, _ = await _setup_tree_with_two_people(client, "evupd@example.com")
+    eid = (
+        await client.post(
+            f"/api/v1/trees/{tree_id}/events",
+            json={"event_type": "birth", "person_id": parent, "date_value": "1850"},
+            headers=h,
+        )
+    ).json()["id"]
+    resp = await client.patch(
+        f"/api/v1/trees/{tree_id}/events/{eid}",
+        json={"date_value": "ABT 1851", "event_type": "baptism"},
+        headers=h,
+    )
+    assert resp.status_code == 200, resp.text
+    assert resp.json()["date_value"] == "ABT 1851"
+    assert resp.json()["event_type"] == "baptism"
+
+
 async def test_event_requires_exactly_one_subject(client):
     h, tree_id, _, _ = await _setup_tree_with_two_people(client, "ev2@example.com")
     resp = await client.post(

backend/tests/test_instance_owner.py

@@ -0,0 +1,72 @@
+"""Instance owner (OWNER_EMAIL): the operator account + the owner-only /admin
+surface. Ownership is derived from the env at request time — no DB column — and
+requires a *verified* email so the owner address can't be land-grabbed by
+whoever registers it first."""
+
+from datetime import datetime, timezone
+
+from sqlalchemy import text
+
+from app.api.deps import is_instance_owner
+from app.core.config import get_settings
+from app.models.user import User
+from tests.conftest import auth, register
+
+VERIFIED = datetime(2020, 1, 1, tzinfo=timezone.utc)
+
+
+def test_is_instance_owner_matches_case_insensitively(monkeypatch):
+    monkeypatch.setattr(get_settings(), "owner_email", "Owner@Example.com, second@ex.com")
+    assert is_instance_owner(User(email="owner@example.com", email_verified_at=VERIFIED)) is True
+    assert is_instance_owner(User(email="SECOND@ex.com", email_verified_at=VERIFIED)) is True
+    assert is_instance_owner(User(email="nope@ex.com", email_verified_at=VERIFIED)) is False
+
+
+def test_unverified_owner_email_is_not_owner(monkeypatch):
+    """The land-grab guard: a matching email with no verification is NOT owner."""
+    monkeypatch.setattr(get_settings(), "owner_email", "boss@ex.com")
+    assert is_instance_owner(User(email="boss@ex.com", email_verified_at=None)) is False
+    assert is_instance_owner(User(email="boss@ex.com", email_verified_at=VERIFIED)) is True
+
+
+def test_no_owner_when_unset(monkeypatch):
+    monkeypatch.setattr(get_settings(), "owner_email", "")
+    # An empty OWNER_EMAIL designates no owner — and must never match the (also
+    # empty-string-normalizing) edges.
+    assert is_instance_owner(User(email="anyone@ex.com", email_verified_at=VERIFIED)) is False
+    assert is_instance_owner(User(email="", email_verified_at=VERIFIED)) is False
+    monkeypatch.setattr(get_settings(), "owner_email", "   ,  ")
+    assert is_instance_owner(User(email="", email_verified_at=VERIFIED)) is False
+
+
+async def _verify(db_session, email: str) -> None:
+    await db_session.execute(
+        text("UPDATE users SET email_verified_at = now() WHERE email = :e"), {"e": email}
+    )
+    await db_session.commit()
+
+
+async def test_me_reports_instance_owner(client, db_session, monkeypatch):
+    monkeypatch.setattr(get_settings(), "owner_email", "boss@ex.com")
+    boss = auth(await register(client, "boss@ex.com"))
+    other = auth(await register(client, "peon@ex.com"))
+    await _verify(db_session, "boss@ex.com")
+    assert (await client.get("/api/v1/users/me", headers=boss)).json()["is_instance_owner"] is True
+    assert (await client.get("/api/v1/users/me", headers=other)).json()["is_instance_owner"] is False
+
+
+async def test_admin_instance_is_owner_only(client, db_session, monkeypatch):
+    monkeypatch.setattr(get_settings(), "owner_email", "boss@ex.com")
+    boss = auth(await register(client, "boss@ex.com"))
+    other = auth(await register(client, "peon@ex.com"))
+    await _verify(db_session, "boss@ex.com")
+
+    assert (await client.get("/api/v1/admin/instance")).status_code == 401  # anon
+    assert (await client.get("/api/v1/admin/instance", headers=other)).status_code == 403  # non-owner
+
+    r = await client.get("/api/v1/admin/instance", headers=boss)
+    assert r.status_code == 200
+    body = r.json()
+    assert body["owner_emails"] == ["boss@ex.com"]
+    assert body["user_count"] >= 2
+    assert "ai_providers" in body and "default_llm_provider" in body

backend/tests/test_membership.py

@@ -0,0 +1,74 @@
+"""Tree membership management: list, add-by-email, role change, remove, guards."""
+
+from tests.conftest import auth, register
+
+
+async def test_membership_management(client):
+    owner = auth(await register(client, "mm-owner@ex.com"))
+    ed = auth(await register(client, "mm-editor@ex.com"))
+    tid = (await client.post("/api/v1/trees", json={"name": "Fam"}, headers=owner)).json()["id"]
+
+    # A non-member can't even see the member list of a private tree.
+    assert (await client.get(f"/api/v1/trees/{tid}/members", headers=ed)).status_code == 403
+
+    # Add a non-existent user → 404.
+    assert (
+        await client.post(
+            f"/api/v1/trees/{tid}/members",
+            json={"email": "ghost@ex.com", "role": "editor"},
+            headers=owner,
+        )
+    ).status_code == 404
+
+    # Add the editor by email.
+    r = await client.post(
+        f"/api/v1/trees/{tid}/members",
+        json={"email": "mm-editor@ex.com", "role": "editor"},
+        headers=owner,
+    )
+    assert r.status_code == 201, r.text
+    mid = r.json()["id"]
+    assert r.json()["email"] == "mm-editor@ex.com" and r.json()["role"] == "editor"
+
+    # Adding the same user again → 409.
+    assert (
+        await client.post(
+            f"/api/v1/trees/{tid}/members",
+            json={"email": "mm-editor@ex.com", "role": "viewer"},
+            headers=owner,
+        )
+    ).status_code == 409
+
+    # The editor can now see the tree's member list (2 members)...
+    ml = (await client.get(f"/api/v1/trees/{tid}/members", headers=ed)).json()
+    assert len(ml) == 2
+    owner_mid = next(m["id"] for m in ml if m["role"] == "owner")
+    # ...but a non-owner can't manage members.
+    assert (
+        await client.post(
+            f"/api/v1/trees/{tid}/members",
+            json={"email": "mm-owner@ex.com", "role": "viewer"},
+            headers=ed,
+        )
+    ).status_code == 403
+
+    # Owner changes the editor's role.
+    pr = await client.patch(
+        f"/api/v1/trees/{tid}/members/{mid}", json={"role": "viewer"}, headers=owner
+    )
+    assert pr.status_code == 200 and pr.json()["role"] == "viewer"
+
+    # The sole owner can't be demoted or removed.
+    assert (
+        await client.patch(
+            f"/api/v1/trees/{tid}/members/{owner_mid}", json={"role": "editor"}, headers=owner
+        )
+    ).status_code == 409
+    assert (
+        await client.delete(f"/api/v1/trees/{tid}/members/{owner_mid}", headers=owner)
+    ).status_code == 409
+
+    # Owner removes the editor; the list shrinks and the editor loses access.
+    assert (await client.delete(f"/api/v1/trees/{tid}/members/{mid}", headers=owner)).status_code == 204
+    assert len((await client.get(f"/api/v1/trees/{tid}/members", headers=owner)).json()) == 1
+    assert (await client.get(f"/api/v1/trees/{tid}/members", headers=ed)).status_code == 403

backend/tests/test_model_providers.py

@@ -0,0 +1,84 @@
+"""Model-provider registry: configure several vendors at once, select by name,
+default selection, and the null fail-loud behavior. No network — we only assert
+which provider the factory returns and that null providers raise.
+"""
+
+import pytest
+
+from app.api.deps import (
+    build_embedding_providers,
+    build_llm_providers,
+    get_embedding_provider,
+    get_llm_provider,
+)
+from app.core.config import get_settings
+from app.integrations.models.anthropic_provider import AnthropicLLMProvider
+from app.integrations.models.base import ModelProviderNotConfigured
+from app.integrations.models.null import NullEmbeddingProvider, NullLLMProvider
+from app.integrations.models.openai_compat import (
+    OpenAICompatibleEmbeddingProvider,
+    OpenAICompatibleLLMProvider,
+)
+
+
+def _reset(monkeypatch):
+    s = get_settings()
+    for attr, val in {
+        "default_llm_provider": "null",
+        "default_embedding_provider": "null",
+        "anthropic_api_key": None,
+        "openai_api_key": None,
+        "xai_api_key": None,
+        "ollama_enabled": False,
+    }.items():
+        monkeypatch.setattr(s, attr, val)
+    return s
+
+
+async def test_default_is_null_and_fails_loud(monkeypatch):
+    _reset(monkeypatch)
+    provider = get_llm_provider()
+    assert isinstance(provider, NullLLMProvider)
+    with pytest.raises(ModelProviderNotConfigured):
+        await provider.complete(prompt="hello")
+    assert isinstance(get_embedding_provider(), NullEmbeddingProvider)
+
+
+async def test_multiple_llm_providers_at_once(monkeypatch):
+    s = _reset(monkeypatch)
+    monkeypatch.setattr(s, "anthropic_api_key", "sk-ant-x")
+    monkeypatch.setattr(s, "openai_api_key", "sk-openai-x")
+    monkeypatch.setattr(s, "xai_api_key", "xai-x")
+    monkeypatch.setattr(s, "ollama_enabled", True)
+    monkeypatch.setattr(s, "default_llm_provider", "anthropic")
+
+    registry = build_llm_providers()
+    assert set(registry) == {"anthropic", "openai", "xai", "ollama"}
+    # Select any by name.
+    assert isinstance(get_llm_provider("anthropic"), AnthropicLLMProvider)
+    assert isinstance(get_llm_provider("openai"), OpenAICompatibleLLMProvider)
+    assert isinstance(get_llm_provider("xai"), OpenAICompatibleLLMProvider)
+    assert isinstance(get_llm_provider("ollama"), OpenAICompatibleLLMProvider)
+    # Default resolves to the configured default.
+    assert isinstance(get_llm_provider(), AnthropicLLMProvider)
+    # Unknown name → null.
+    assert isinstance(get_llm_provider("nope"), NullLLMProvider)
+
+
+async def test_provider_disabled_without_credentials(monkeypatch):
+    s = _reset(monkeypatch)
+    monkeypatch.setattr(s, "default_llm_provider", "openai")  # default names openai…
+    # …but no openai key → registry empty → null fallback.
+    assert build_llm_providers() == {}
+    assert isinstance(get_llm_provider(), NullLLMProvider)
+
+
+async def test_embedding_providers(monkeypatch):
+    s = _reset(monkeypatch)
+    monkeypatch.setattr(s, "openai_api_key", "sk-openai-x")
+    monkeypatch.setattr(s, "ollama_enabled", True)
+    monkeypatch.setattr(s, "default_embedding_provider", "openai")
+    registry = build_embedding_providers()
+    assert set(registry) == {"openai", "ollama"}
+    assert isinstance(get_embedding_provider(), OpenAICompatibleEmbeddingProvider)
+    assert isinstance(get_embedding_provider("ollama"), OpenAICompatibleEmbeddingProvider)

backend/tests/test_names.py

@@ -0,0 +1,92 @@
+"""Multiple typed names per person: maiden (primary) + married/alias alternates."""
+
+from tests.conftest import auth, register
+
+
+async def _setup(client, email):
+    h = auth(await register(client, email))
+    tid = (await client.post("/api/v1/trees", json={"name": "T"}, headers=h)).json()["id"]
+    pid = (
+        await client.post(
+            f"/api/v1/trees/{tid}/persons", json={"given": "Mary", "surname": "Smith"}, headers=h
+        )
+    ).json()["id"]
+    return h, tid, pid
+
+
+async def test_create_lists_and_primary(client):
+    h, tid, pid = await _setup(client, "n-create@example.com")
+    base = f"/api/v1/trees/{tid}/persons/{pid}/names"
+
+    # The person was created with a primary birth name.
+    names = (await client.get(base, headers=h)).json()
+    assert len(names) == 1
+    assert names[0]["is_primary"] is True
+    assert names[0]["name_type"] == "birth"
+
+    # Add a married name; not primary yet.
+    r = await client.post(
+        base, json={"name_type": "married", "given": "Mary", "surname": "Jones"}, headers=h
+    )
+    assert r.status_code == 201
+    assert r.json()["is_primary"] is False
+
+    names = (await client.get(base, headers=h)).json()
+    assert len(names) == 2
+    # Primary first.
+    assert names[0]["surname"] == "Smith" and names[0]["is_primary"] is True
+
+
+async def test_set_primary_demotes_others(client):
+    h, tid, pid = await _setup(client, "n-primary@example.com")
+    base = f"/api/v1/trees/{tid}/persons/{pid}/names"
+    married = (
+        await client.post(
+            base, json={"name_type": "married", "given": "Mary", "surname": "Jones"}, headers=h
+        )
+    ).json()
+
+    r = await client.patch(f"{base}/{married['id']}", json={"is_primary": True}, headers=h)
+    assert r.status_code == 200 and r.json()["is_primary"] is True
+
+    names = {n["surname"]: n["is_primary"] for n in (await client.get(base, headers=h)).json()}
+    assert names == {"Jones": True, "Smith": False}
+
+    # The person's display name now reflects the new primary.
+    person = (
+        await client.get(f"/api/v1/trees/{tid}/persons/{pid}", headers=h)
+    ).json()
+    assert person["primary_name"] == "Mary Jones"
+
+
+async def test_update_fields(client):
+    h, tid, pid = await _setup(client, "n-update@example.com")
+    base = f"/api/v1/trees/{tid}/persons/{pid}/names"
+    nid = (
+        await client.post(base, json={"name_type": "alias", "given": "Polly"}, headers=h)
+    ).json()["id"]
+    r = await client.patch(
+        f"{base}/{nid}", json={"surname": "Smith", "nickname": "Poll"}, headers=h
+    )
+    assert r.status_code == 200
+    assert r.json()["surname"] == "Smith" and r.json()["nickname"] == "Poll"
+
+
+async def test_delete_promotes_new_primary(client):
+    h, tid, pid = await _setup(client, "n-delete@example.com")
+    base = f"/api/v1/trees/{tid}/persons/{pid}/names"
+    alt = (
+        await client.post(
+            base, json={"name_type": "married", "given": "Mary", "surname": "Jones"}, headers=h
+        )
+    ).json()["id"]
+
+    # Delete the (primary) birth name; the married name should be promoted.
+    primary = next(
+        n for n in (await client.get(base, headers=h)).json() if n["is_primary"]
+    )
+    r = await client.delete(f"{base}/{primary['id']}", headers=h)
+    assert r.status_code == 204
+
+    names = (await client.get(base, headers=h)).json()
+    assert len(names) == 1 and names[0]["id"] == alt and names[0]["is_primary"] is True

backend/tests/test_person_list_performance.py

@@ -0,0 +1,39 @@
+"""Regression guard: list_persons must batch — a constant number of queries,
+not one (or three) per person. A 2k-person tree took ~4s before this was fixed."""
+
+import sqlalchemy as sa
+
+from tests.conftest import auth, register
+
+
+async def test_list_persons_does_not_n_plus_one(client, engine):
+    owner = auth(await register(client, "perf-owner@ex.com"))
+    tid = (await client.post("/api/v1/trees", json={"name": "Perf"}, headers=owner)).json()["id"]
+    n = 25
+    for i in range(n):
+        await client.post(
+            f"/api/v1/trees/{tid}/persons",
+            json={"given": f"P{i}", "surname": "X"},
+            headers=owner,
+        )
+
+    selects = 0
+
+    def _count(conn, cursor, statement, params, context, executemany):
+        nonlocal selects
+        if statement.lstrip().upper().startswith("SELECT"):
+            selects += 1
+
+    sa.event.listen(engine.sync_engine, "before_cursor_execute", _count)
+    try:
+        resp = await client.get(f"/api/v1/trees/{tid}/persons", headers=owner)
+    finally:
+        sa.event.remove(engine.sync_engine, "before_cursor_execute", _count)
+
+    assert resp.status_code == 200
+    body = resp.json()
+    assert len(body) == n
+    assert all(p["primary_name"] for p in body)  # names still resolve correctly
+    # Batched: a small constant (auth, role, persons, one names query, …) — NOT
+    # proportional to n. The old per-person path was ~3·n SELECTs.
+    assert 0 < selects < n, f"expected a constant query count, got {selects} for {n} people"

backend/tests/test_person_page_fetch.py

@@ -0,0 +1,60 @@
+"""Backing the trimmed person-page fetch: batch persons by id (for relative-name
+display) and partnership events on the per-person events endpoint (so the page
+doesn't load every event in the tree)."""
+
+from tests.conftest import auth, register
+
+
+async def _tree(client, h):
+    return (await client.post("/api/v1/trees", json={"name": "T"}, headers=h)).json()["id"]
+
+
+async def test_list_persons_by_ids(client):
+    h = auth(await register(client, "ids@ex.com"))
+    tid = await _tree(client, h)
+    a = (await client.post(f"/api/v1/trees/{tid}/persons", json={"given": "Aaa"}, headers=h)).json()["id"]
+    b = (await client.post(f"/api/v1/trees/{tid}/persons", json={"given": "Bbb"}, headers=h)).json()["id"]
+    c = (await client.post(f"/api/v1/trees/{tid}/persons", json={"given": "Ccc"}, headers=h)).json()["id"]
+
+    r = await client.get(f"/api/v1/trees/{tid}/persons", params={"ids": f"{a},{c}"}, headers=h)
+    assert r.status_code == 200
+    assert {p["id"] for p in r.json()} == {a, c}  # only the requested, not b
+    assert all(p["primary_name"] for p in r.json())  # names resolved
+
+    assert (
+        await client.get(f"/api/v1/trees/{tid}/persons", params={"ids": "nope"}, headers=h)
+    ).status_code == 422
+    assert (
+        await client.get(f"/api/v1/trees/{tid}/persons", params={"ids": ""}, headers=h)
+    ).json() == []
+
+
+async def test_person_events_include_partnership(client):
+    h = auth(await register(client, "pev@ex.com"))
+    tid = await _tree(client, h)
+    p1 = (await client.post(f"/api/v1/trees/{tid}/persons", json={"given": "P1"}, headers=h)).json()["id"]
+    p2 = (await client.post(f"/api/v1/trees/{tid}/persons", json={"given": "P2"}, headers=h)).json()["id"]
+    await client.post(
+        f"/api/v1/trees/{tid}/events",
+        json={"event_type": "birth", "person_id": p1, "date_value": "1900"},
+        headers=h,
+    )
+    rel = (
+        await client.post(
+            f"/api/v1/trees/{tid}/relationships",
+            json={"type": "partnership", "person_from_id": p1, "person_to_id": p2},
+            headers=h,
+        )
+    ).json()["id"]
+    await client.post(
+        f"/api/v1/trees/{tid}/events",
+        json={"event_type": "marriage", "relationship_id": rel, "date_value": "1925"},
+        headers=h,
+    )
+
+    # P1's events: own birth + the partnership marriage, in one call.
+    e1 = {e["event_type"] for e in (await client.get(f"/api/v1/trees/{tid}/persons/{p1}/events", headers=h)).json()}
+    assert {"birth", "marriage"} <= e1
+    # The marriage shows on BOTH partners' pages.
+    e2 = {e["event_type"] for e in (await client.get(f"/api/v1/trees/{tid}/persons/{p2}/events", headers=h)).json()}
+    assert "marriage" in e2

backend/tests/test_privacy_living.py

@@ -0,0 +1,36 @@
+"""Living-person protection: living people are redacted from non-members."""
+
+from tests.conftest import auth, register
+
+
+async def test_living_person_redacted_for_non_members(client):
+    owner = auth(await register(client, "pub-owner@example.com"))
+    tid = (
+        await client.post(
+            "/api/v1/trees", json={"name": "Public", "visibility": "public"}, headers=owner
+        )
+    ).json()["id"]
+    await client.post(
+        f"/api/v1/trees/{tid}/persons",
+        json={"given": "Old", "surname": "Ancestor", "is_living": False},
+        headers=owner,
+    )
+    await client.post(
+        f"/api/v1/trees/{tid}/persons",
+        json={"given": "Young", "surname": "Living", "is_living": True},
+        headers=owner,
+    )
+
+    other = auth(await register(client, "pub-viewer@example.com"))
+    people = (await client.get(f"/api/v1/trees/{tid}/persons", headers=other)).json()
+    names = {p["primary_name"] for p in people}
+    assert "Old Ancestor" in names  # deceased is visible
+    assert "Living person" in names  # living is redacted
+    assert "Young Living" not in names  # the real living name is hidden
+    # The redacted person leaks no gender.
+    living = next(p for p in people if p["primary_name"] == "Living person")
+    assert living["gender"] is None
+
+    # The owner (a member) sees real names.
+    owner_people = (await client.get(f"/api/v1/trees/{tid}/persons", headers=owner)).json()
+    assert "Young Living" in {p["primary_name"] for p in owner_people}