Merge pull request 'Fix #145: tree membership management (list / add / role / remove)' (#233) from membership-management into main

TreeMembership was enforced on every read/write but had no API or UI to manage
members — trees were effectively single-user, breaking full-CRUD (NN#8).

Backend (/trees/{id}/members): list (members only — the list exposes emails, so
non-members never see it, even on public trees); add an existing user by email
(owner only, 404 if no such account, 409 if already a member); PATCH role;
DELETE. A tree must always keep ≥1 owner (demote/remove of the sole owner → 409).
All changes audited.

Frontend: a Members page (owner gets add-by-email + per-member role select +
remove; others see a read-only list) and a sidebar entry.

Test covers the full lifecycle + every guard. Suite 77 passed.

Closes #145

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
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
 

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

@@ -40,6 +40,18 @@ 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 get_mailer() -> Mailer:
     settings = get_settings()
     if settings.mailer == "smtp" and settings.smtp_host:

backend/app/api/v1/__init__.py

@@ -5,10 +5,14 @@ from fastapi import APIRouter
 from app.api.v1 import (
     auth,
     citations,
+    cleanup,
     events,
     gedcom,
     media,
+    members,
+    names,
     persons,
+    public,
     relationships,
     sources,
     trees,
@@ -20,9 +24,13 @@ 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)

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 +1,111 @@
+import uuid
+
+from fastapi import APIRouter, File, UploadFile
+
+from app.api.deps import CurrentUser, SessionDep
+from app.schemas.cleanup import (
+    CleanupResult,
+    DeceasedApply,
+    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.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

@@ -3,7 +3,7 @@ import uuid
 from fastapi import APIRouter, 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 +36,18 @@ 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,
 ) -> list[PersonRead]:
     tree = await tree_service.get_tree(session, viewer_id=current.id, tree_id=tree_id)
-    if deleted:
+    if 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 +56,40 @@ 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/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

@@ -3,7 +3,7 @@ import uuid
 from fastapi import APIRouter, status
 
 from app.api.deps import CurrentUser, SessionDep
-from app.schemas.tree import TreeCreate, TreeRead
+from app.schemas.tree import TreeCreate, 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)

backend/app/api/v1/users.py

@@ -1,7 +1,8 @@
-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
+from app.schemas.user import UserRead, UserSelfPersonUpdate
+from app.services import account_service, user_service
 
 router = APIRouter(prefix="/users", tags=["users"])
 
@@ -9,3 +10,48 @@ router = APIRouter(prefix="/users", tags=["users"])
 @router.get("/me", response_model=UserRead)
 async def read_me(current: CurrentUser) -> UserRead:
     return UserRead.model_validate(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 UserRead.model_validate(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

@@ -48,6 +48,11 @@ 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

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):

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 +26,16 @@ 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,
+        )
+    )
 
 
 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/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/cleanup.py

@@ -0,0 +1,50 @@
+import uuid
+
+from pydantic import BaseModel
+
+
+class DeceasedCandidate(BaseModel):
+    person_id: uuid.UUID
+    name: str
+    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 +12,13 @@ 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 TreeRead(BaseModel):
     model_config = ConfigDict(from_attributes=True)
 
@@ -20,4 +27,18 @@ 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 +19,10 @@ class UserRead(BaseModel):
     email: str
     display_name: str | None
     email_verified_at: datetime | None
+    self_person_id: uuid.UUID | None = None
     created_at: datetime
+
+
+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/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/citation_service.py

@@ -113,6 +113,38 @@ 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 +1,337 @@
+"""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)
+
+
+# ---- 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

@@ -97,6 +97,13 @@ 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))
@@ -110,6 +117,13 @@ 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
+        )
     stmt = (
         select(Event)
         .where(
@@ -122,6 +136,44 @@ async def list_events_for_person(
     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)
@@ -87,6 +96,59 @@ 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 +166,77 @@ 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 +248,52 @@ 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(
@@ -199,13 +356,66 @@ async def list_persons(
 
     visible: 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:
+            await _attach_primary_name(session, person)
         visible.append(person)
     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())
+    out: 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:
+            await _attach_primary_name(session, person)
+        out.append(person)
+    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 +1,318 @@
+"""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).
+
+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.tree import Tree
+from app.services import privacy
+from app.services.exceptions import NotFound
+from app.services.person_service import _attach_primary_name, _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] = []
+    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:
+            await _attach_primary_name(session, p)
+        out.append(p)
+    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 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

@@ -86,6 +86,42 @@ 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

@@ -62,6 +62,30 @@ 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)

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/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/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_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 +1,121 @@
+"""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 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_cleanup.py

@@ -0,0 +1,167 @@
+"""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_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_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_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_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}

backend/tests/test_privacy_visibility.py

@@ -0,0 +1,84 @@
+"""Tree-visibility access matrix for the privacy engine.
+
+`can_view_tree` is the gate every read path consults. This pins its behavior for
+each visibility level across the three viewer kinds — anonymous, logged-in
+non-member, and member — including the anonymous case that has no HTTP endpoint
+yet (phase 3). See docs/design/tree-visibility.md.
+"""
+
+import uuid
+
+import pytest
+from sqlalchemy import select
+
+from app.models.tree import Tree
+from app.models.user import User
+from app.services import privacy
+from tests.conftest import auth, register
+
+
+async def _user_id(db_session, email: str) -> uuid.UUID:
+    return (await db_session.execute(select(User).where(User.email == email))).scalar_one().id
+
+
+async def _make_tree(client, owner_token: str, visibility: str) -> uuid.UUID:
+    r = await client.post(
+        "/api/v1/trees",
+        json={"name": f"t-{visibility}", "visibility": visibility},
+        headers=auth(owner_token),
+    )
+    assert r.status_code in (200, 201), r.text
+    assert r.json()["visibility"] == visibility
+    return uuid.UUID(r.json()["id"])
+
+
+async def _load_tree(db_session, tid: uuid.UUID) -> Tree:
+    return (await db_session.execute(select(Tree).where(Tree.id == tid))).scalar_one()
+
+
+@pytest.mark.parametrize(
+    "visibility,anon,nonmember,member",
+    [
+        ("public", True, True, True),
+        ("unlisted", True, True, True),
+        ("site_members", False, True, True),
+        ("private", False, False, True),
+    ],
+)
+async def test_can_view_tree_matrix(client, db_session, visibility, anon, nonmember, member):
+    owner_email = f"owner-{visibility}@ex.com"
+    other_email = f"other-{visibility}@ex.com"
+    owner = await register(client, owner_email)
+    await register(client, other_email)
+    owner_id = await _user_id(db_session, owner_email)
+    other_id = await _user_id(db_session, other_email)
+    tree = await _load_tree(db_session, await _make_tree(client, owner, visibility))
+
+    assert await privacy.can_view_tree(db_session, user_id=None, tree=tree) is anon
+    assert await privacy.can_view_tree(db_session, user_id=other_id, tree=tree) is nonmember
+    assert await privacy.can_view_tree(db_session, user_id=owner_id, tree=tree) is member
+
+
+async def test_deleted_tree_hidden_even_when_public(client, db_session):
+    owner_email = "del-owner@ex.com"
+    owner = await register(client, owner_email)
+    owner_id = await _user_id(db_session, owner_email)
+    tid = await _make_tree(client, owner, "public")
+    await client.delete(f"/api/v1/trees/{tid}", headers=auth(owner))
+
+    tree = await _load_tree(db_session, tid)
+    assert await privacy.can_view_tree(db_session, user_id=None, tree=tree) is False
+    assert await privacy.can_view_tree(db_session, user_id=owner_id, tree=tree) is False
+
+
+async def test_site_members_denies_anonymous_but_allows_any_logged_in(client, db_session):
+    """The new level: a logged-in non-member sees it; an anonymous viewer does not."""
+    owner_email = "sm-owner@ex.com"
+    stranger_email = "sm-stranger@ex.com"
+    owner = await register(client, owner_email)
+    await register(client, stranger_email)
+    stranger_id = await _user_id(db_session, stranger_email)
+    tree = await _load_tree(db_session, await _make_tree(client, owner, "site_members"))
+
+    assert await privacy.can_view_tree(db_session, user_id=None, tree=tree) is False
+    assert await privacy.can_view_tree(db_session, user_id=stranger_id, tree=tree) is True

backend/tests/test_public_view.py

@@ -0,0 +1,180 @@
+"""The public viewing surface (/api/v1/public).
+
+The central guarantee: an ANONYMOUS viewer of a public tree never receives a
+possibly-living person's real name, dates, or alternate names — while deceased
+people are shown in full. Plus the access matrix for each visibility level.
+See docs/design/tree-visibility.md.
+"""
+
+from tests.conftest import auth, register
+
+# Distinctive strings so we can assert they never leak anywhere anonymously.
+LIVING_GIVEN = "Younglivingsecret"
+LIVING_SURNAME = "Hiddensurname"
+LIVING_ALIAS = "Secretmaidenalias"
+LIVING_BIRTH_YEAR = "2002"
+
+
+async def _person(client, tid, headers, given, surname, is_living):
+    r = await client.post(
+        f"/api/v1/trees/{tid}/persons",
+        json={"given": given, "surname": surname, "is_living": is_living},
+        headers=headers,
+    )
+    assert r.status_code == 201, r.text
+    return r.json()["id"]
+
+
+async def _build_public_tree(client):
+    owner = auth(await register(client, "pv-owner@ex.com"))
+    tid = (
+        await client.post(
+            "/api/v1/trees", json={"name": "Heritage", "visibility": "public"}, headers=owner
+        )
+    ).json()["id"]
+
+    old = await _person(client, tid, owner, "Olda", "Ancestor", False)
+    young = await _person(client, tid, owner, LIVING_GIVEN, LIVING_SURNAME, True)
+
+    # Birth events for each.
+    await client.post(
+        f"/api/v1/trees/{tid}/events",
+        json={"event_type": "birth", "person_id": old, "date_value": "1850"},
+        headers=owner,
+    )
+    await client.post(
+        f"/api/v1/trees/{tid}/events",
+        json={"event_type": "birth", "person_id": young, "date_value": LIVING_BIRTH_YEAR},
+        headers=owner,
+    )
+    # Alternate names for each.
+    await client.post(
+        f"/api/v1/trees/{tid}/persons/{old}/names",
+        json={"name_type": "alias", "given": "Oldnickname"},
+        headers=owner,
+    )
+    await client.post(
+        f"/api/v1/trees/{tid}/persons/{young}/names",
+        json={"name_type": "alias", "given": LIVING_ALIAS},
+        headers=owner,
+    )
+    # old --parent--> young
+    await client.post(
+        f"/api/v1/trees/{tid}/relationships",
+        json={
+            "type": "parent_child",
+            "person_from_id": old,
+            "person_to_id": young,
+            "qualifier": "biological",
+        },
+        headers=owner,
+    )
+    return tid, old, young
+
+
+async def test_anonymous_public_view_never_leaks_living_pii(client):
+    tid, old, young = await _build_public_tree(client)
+
+    # --- persons: deceased full, living redacted ---
+    persons = (await client.get(f"/api/v1/public/trees/{tid}/persons")).json()
+    by_id = {p["id"]: p for p in persons}
+    assert by_id[old]["primary_name"] == "Olda Ancestor"
+    assert by_id[young]["primary_name"] == "Living person"
+    assert by_id[young]["gender"] is None
+
+    # --- the living person's real name/alias/birth year must appear NOWHERE ---
+    for path in (
+        f"/api/v1/public/trees/{tid}/persons",
+        f"/api/v1/public/trees/{tid}/events",
+        f"/api/v1/public/trees/{tid}/relationships",
+        f"/api/v1/public/trees/{tid}/persons/{young}",
+        f"/api/v1/public/trees/{tid}/persons/{young}/names",
+        f"/api/v1/public/trees/{tid}/persons/{young}/events",
+    ):
+        body = (await client.get(path)).text
+        assert LIVING_GIVEN not in body, path
+        assert LIVING_SURNAME not in body, path
+        assert LIVING_ALIAS not in body, path
+        assert LIVING_BIRTH_YEAR not in body, path
+
+    # --- events: deceased's date present, living's dropped entirely ---
+    events = (await client.get(f"/api/v1/public/trees/{tid}/events")).json()
+    assert any(e["person_id"] == old for e in events)
+    assert not any(e["person_id"] == young for e in events)
+
+    # --- per-person endpoints for the living person are emptied/redacted ---
+    assert (await client.get(f"/api/v1/public/trees/{tid}/persons/{young}/names")).json() == []
+    assert (await client.get(f"/api/v1/public/trees/{tid}/persons/{young}/events")).json() == []
+    assert (
+        await client.get(f"/api/v1/public/trees/{tid}/persons/{young}")
+    ).json()["primary_name"] == "Living person"
+
+    # --- deceased person's names/events ARE exposed ---
+    old_names = (await client.get(f"/api/v1/public/trees/{tid}/persons/{old}/names")).json()
+    assert any(n.get("given") == "Oldnickname" for n in old_names)
+    old_events = (await client.get(f"/api/v1/public/trees/{tid}/persons/{old}/events")).json()
+    assert any(e["date_value"] == "1850" for e in old_events)
+
+    # --- relationship kept (links to the redacted person by id, no PII) ---
+    rels = (await client.get(f"/api/v1/public/trees/{tid}/relationships")).json()
+    assert any(r2["person_from_id"] == old and r2["person_to_id"] == young for r2 in rels)
+
+
+async def test_private_tree_is_404_anonymously(client):
+    owner = auth(await register(client, "priv-owner@ex.com"))
+    tid = (
+        await client.post(
+            "/api/v1/trees", json={"name": "Secret", "visibility": "private"}, headers=owner
+        )
+    ).json()["id"]
+    assert (await client.get(f"/api/v1/public/trees/{tid}")).status_code == 404
+    assert (await client.get(f"/api/v1/public/trees/{tid}/persons")).status_code == 404
+
+
+async def test_unlisted_viewable_by_link_but_not_in_directory(client):
+    owner = auth(await register(client, "unl-owner@ex.com"))
+    tid = (
+        await client.post(
+            "/api/v1/trees", json={"name": "ByLinkOnly", "visibility": "unlisted"}, headers=owner
+        )
+    ).json()["id"]
+    # Direct link works anonymously...
+    assert (await client.get(f"/api/v1/public/trees/{tid}")).status_code == 200
+    # ...but it is never listed in the directory.
+    directory = (await client.get("/api/v1/public/trees")).json()
+    assert all(t["id"] != tid for t in directory)
+
+
+async def test_site_members_requires_login(client):
+    owner = auth(await register(client, "sm2-owner@ex.com"))
+    stranger = auth(await register(client, "sm2-stranger@ex.com"))
+    tid = (
+        await client.post(
+            "/api/v1/trees", json={"name": "MembersOnly", "visibility": "site_members"}, headers=owner
+        )
+    ).json()["id"]
+    assert (await client.get(f"/api/v1/public/trees/{tid}")).status_code == 404  # anonymous
+    assert (await client.get(f"/api/v1/public/trees/{tid}", headers=stranger)).status_code == 200
+
+
+async def test_directory_visibility(client):
+    owner = auth(await register(client, "dir-owner@ex.com"))
+    stranger = auth(await register(client, "dir-stranger@ex.com"))
+    ids = {}
+    for vis in ("public", "site_members", "unlisted", "private"):
+        ids[vis] = (
+            await client.post(
+                "/api/v1/trees", json={"name": f"dir-{vis}", "visibility": vis}, headers=owner
+            )
+        ).json()["id"]
+
+    anon = {t["id"] for t in (await client.get("/api/v1/public/trees")).json()}
+    assert ids["public"] in anon
+    for vis in ("site_members", "unlisted", "private"):
+        assert ids[vis] not in anon
+
+    logged_in = {t["id"] for t in (await client.get("/api/v1/public/trees", headers=stranger)).json()}
+    assert ids["public"] in logged_in
+    assert ids["site_members"] in logged_in
+    assert ids["unlisted"] not in logged_in
+    assert ids["private"] not in logged_in

backend/tests/test_recovery.py

@@ -41,7 +41,7 @@ async def test_person_delete_and_restore(client):
 
     assert (
         await client.delete(f"/api/v1/trees/{tree_id}/persons/{person_id}", headers=h)
-    ).status_code == 204
+    ).status_code == 200
     assert len((await client.get(f"/api/v1/trees/{tree_id}/persons", headers=h)).json()) == 0
     deleted = (
         await client.get(f"/api/v1/trees/{tree_id}/persons?deleted=true", headers=h)

backend/tests/test_relationship_dedup.py

@@ -0,0 +1,65 @@
+"""Duplicate relationships are rejected (no double-linking)."""
+
+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"]
+
+    async def person(given):
+        return (
+            await client.post(f"/api/v1/trees/{tid}/persons", json={"given": given}, headers=h)
+        ).json()["id"]
+
+    return h, tid, person
+
+
+async def test_duplicate_parent_child_rejected(client):
+    h, tid, person = await _setup(client, "dup-pc@example.com")
+    karl = await person("Karl")
+    kid = await person("Kid")
+    body = {"type": "parent_child", "person_from_id": karl, "person_to_id": kid}
+
+    first = await client.post(f"/api/v1/trees/{tid}/relationships", json=body, headers=h)
+    assert first.status_code == 201
+    dup = await client.post(f"/api/v1/trees/{tid}/relationships", json=body, headers=h)
+    assert dup.status_code == 409
+
+
+async def test_duplicate_partnership_either_direction_rejected(client):
+    h, tid, person = await _setup(client, "dup-sp@example.com")
+    a = await person("A")
+    b = await person("B")
+
+    first = await client.post(
+        f"/api/v1/trees/{tid}/relationships",
+        json={"type": "partnership", "person_from_id": a, "person_to_id": b},
+        headers=h,
+    )
+    assert first.status_code == 201
+    # Same couple, reversed order — still a duplicate.
+    dup = await client.post(
+        f"/api/v1/trees/{tid}/relationships",
+        json={"type": "partnership", "person_from_id": b, "person_to_id": a},
+        headers=h,
+    )
+    assert dup.status_code == 409
+
+
+async def test_reverse_parent_child_is_allowed(client):
+    """A->B as parent_child shouldn't block B->A (different meaning)."""
+    h, tid, person = await _setup(client, "dup-rev@example.com")
+    a = await person("A")
+    b = await person("B")
+    r1 = await client.post(
+        f"/api/v1/trees/{tid}/relationships",
+        json={"type": "parent_child", "person_from_id": a, "person_to_id": b},
+        headers=h,
+    )
+    r2 = await client.post(
+        f"/api/v1/trees/{tid}/relationships",
+        json={"type": "parent_child", "person_from_id": b, "person_to_id": a},
+        headers=h,
+    )
+    assert r1.status_code == 201 and r2.status_code == 201

backend/tests/test_search.py

@@ -0,0 +1,24 @@
+"""Fuzzy name search (pg_trgm)."""
+
+from tests.conftest import auth, register
+
+
+async def test_fuzzy_name_search(client):
+    h = auth(await register(client, "search@example.com"))
+    tid = (await client.post("/api/v1/trees", json={"name": "S"}, headers=h)).json()["id"]
+    for given, surname in [("Hans", "Mueller"), ("John", "Smith"), ("Anna", "Vogel")]:
+        await client.post(
+            f"/api/v1/trees/{tid}/persons",
+            json={"given": given, "surname": surname},
+            headers=h,
+        )
+
+    # Trigram fuzziness: "muller" should find "Mueller" (not a substring match).
+    r = await client.get(f"/api/v1/trees/{tid}/persons", params={"q": "muller"}, headers=h)
+    assert r.status_code == 200
+    names = [p["primary_name"] or "" for p in r.json()]
+    assert any("Mueller" in n for n in names)
+
+    # Substring search still works.
+    r2 = await client.get(f"/api/v1/trees/{tid}/persons", params={"q": "smi"}, headers=h)
+    assert any("Smith" in (p["primary_name"] or "") for p in r2.json())

deploy/.env.example

@@ -46,6 +46,9 @@ COOKIE_SECURE=false
 APP_BASE_URL=http://localhost
 # Mailer: 'console' logs links to stdout (dev); 'smtp' uses the SMTP settings below.
 MAILER=console
+# Require a verified email before an account has an active session. Leave false
+# until SMTP works and existing accounts are verified, or you will lock users out.
+REQUIRE_EMAIL_VERIFICATION=false
 
 # --- Email (SMTP) — wired in a later phase ---
 SMTP_HOST=

deploy/docker-compose.yml

@@ -40,12 +40,36 @@ services:
       retries: 10
     restart: unless-stopped
 
+  # One-shot schema migration: runs `alembic upgrade head` and exits. Backend
+  # and worker wait for it to finish, so on `docker compose up` the schema is
+  # always current before the app serves traffic — no manual migrate step.
+  # NOTE: a pure Watchtower image-swap recreates only the long-running
+  # containers, not this one-shot job, so Watchtower deploys should be paired
+  # with a `compose up` (see deploy docs) to re-run migrations.
+  migrate:
+    image: git.jpaul.io/justin/provenance-backend:${IMAGE_TAG:-test-main}
+    command: ["uv", "run", "--no-dev", "alembic", "upgrade", "head"]
+    labels:
+      com.centurylinklabs.watchtower.enable: "true"
+    environment:
+      APP_ENV: ${APP_ENV:-development}
+      DATABASE_URL: ${DATABASE_URL:-postgresql+asyncpg://provenance:provenance@postgres:5432/provenance}
+    depends_on:
+      postgres:
+        condition: service_healthy
+    restart: "no"
+
   backend:
     image: git.jpaul.io/justin/provenance-backend:${IMAGE_TAG:-test-main}
     labels:
       com.centurylinklabs.watchtower.enable: "true"
     environment:
       APP_ENV: ${APP_ENV:-development}
+      # Self-migrate on start so a Watchtower in-place image swap applies any new
+      # migrations (idempotent). The one-shot `migrate` service covers the same
+      # for `compose up`; the depends_on below serializes them so they never run
+      # alembic concurrently.
+      RUN_MIGRATIONS: "1"
       DATABASE_URL: ${DATABASE_URL:-postgresql+asyncpg://provenance:provenance@postgres:5432/provenance}
       S3_ENDPOINT_URL: ${S3_ENDPOINT_URL:-http://minio:9000}
       S3_BUCKET: ${S3_BUCKET:-provenance}
@@ -57,6 +81,8 @@ services:
         condition: service_healthy
       minio:
         condition: service_healthy
+      migrate:
+        condition: service_completed_successfully
     healthcheck:
       test:
         - CMD-SHELL
@@ -89,6 +115,8 @@ services:
         condition: service_healthy
       minio:
         condition: service_healthy
+      migrate:
+        condition: service_completed_successfully
     restart: unless-stopped
 
   frontend:

docs/BACKLOG.md

@@ -0,0 +1,434 @@
+<!-- Generated by the genealogy-feature-gap-backlog workflow on 2026-06-09. -->
+<!-- Gap analysis vs commercial (Ancestry/MyHeritage/FamilySearch) and OSS
+     (GRAMPS/Gramps Web/webtrees) genealogy software, verified against the
+     codebase. Statuses reflect the repo at workflow launch (before the
+     tree-visibility phases 1-3 landed; some items are now closed). -->
+
+# Provenance — Product Backlog
+
+> Status legend: **Have** (shipped) · **Partial** (substrate exists, surface incomplete) · **Planned** (on roadmap, no code) · **Missing** (no code, off roadmap).
+> Importance: Critical / High / Medium / Low. Effort: S / M / L / XL.
+> Phase references map onto the existing 0–9 roadmap. "NN#" = non-negotiable invariant.
+
+---
+
+## 1. Executive summary
+
+**Where Provenance is strong today.** The foundation is genuinely solid and, in several places, ahead of the OSS field:
+
+- **Sources-first spine is real.** A reusable `Source` + per-fact `Citation` two-tier model with a `exactly_one_target` CHECK constraint, confidence enum, and full backend CRUD. This is the architectural thing webtrees/Gramps get right and most commercial tools bury. (Caveat: citations are silently dropped on GEDCOM *export* — see below.)
+- **Privacy architecture is the right shape.** A single `privacy.py` engine, `TenantScoped` mixin on every row, living-person heuristic (`is_possibly_living`, unknown-birth-treated-as-living), and media served **through the backend rather than via raw S3 URLs**. The *shape* is correct; coverage is not yet complete (the media endpoint and several child resources don't yet apply `person_visibility` — see §2.4, §2.10).
+- **Non-destructive by design.** Soft-delete with timed purge worker, immutable `AuditEntry` (before/after JSONB, `actor_type` ready for the assistant), GEDCOM merge that copies rather than overwrites, full account export/import.
+- **Modeling maturity.** Typed parent/child qualifiers (biological/adoptive/step/foster/donor/guardian), typed alternate names with one-primary invariant, dual verbatim+normalized dates, duplicate-relationship guards, UUID surrogate keys.
+- **Standards core.** GEDCOM 5.5.1 import/export is **functional** (with preview/merge-vs-create resolution UI), pg_trgm fuzzy name search, multi-tenant tree hosting with visibility tiers. Round-trip *fidelity* has four tracked gaps (citation links, custom tags, PLAC coords/hierarchy, non-UTF-8 encoding) — see §2.11.
+
+**Documentation-vs-code gaps to correct now (per "docs travel with code").** Three repo claims are not yet true and should be edited in the same spirit they were written:
+
+- **ChangeProposal is documented as landed but does not exist.** CLAUDE.md states the core data model (ARCHITECTURE §5) landed / "Phase 0 complete," but `ChangeProposal` — part of §5 and the load-bearing AI invariant — has no model, migration, or schema. Either scope it out of the "landed" claim or build it; don't leave the docs asserting it.
+- **pgvector is claimed as used; it is not.** Only `pg_trgm` is created. ARCHITECTURE references pgvector for match ranking.
+- **i18n "from day one" is documented but unmet.** PRD §6 promises externalized strings; every label is a hardcoded literal.
+
+These three doc edits are themselves trivial quick wins (see §3).
+
+**The biggest gaps vs commercial (Ancestry / MyHeritage / FamilySearch).** Provenance is not trying to be a record provider, and correctly so — but it is missing several things mainstream users treat as table stakes:
+
+- **No record hints, no "save to tree," no connector framework.** The entire SourceConnector layer (FamilySearch/Find A Grave/WikiTree) is unbuilt — this gates AI search, hints, and auto-citation.
+- **No person merge outside GEDCOM import.** Merging duplicate people is fundamental hygiene and is currently impossible in-tree — the single highest-value near-term matching gap.
+- **No maps at all.** No place autocomplete, no geocoding, no interactive/migration/birthplace maps — a glaring hole for an app whose thesis is *family **and** land*.
+- **No report/print/PDF output.** Charts render on-screen only; there is no Ahnentafel, family group sheet, narrative report, or any PDF/SVG/HTML export. The whole "Charts, reports & printing" category is on-screen-viewing only.
+- **DNA absent** (deliberately parked — treat as open question, not a gap).
+
+**The biggest gaps vs OSS (GRAMPS / Gramps Web / webtrees).** These are where a privacy-first self-host product is expected to compete and currently trails:
+
+- **Collaboration is plumbed but unreachable.** `TreeMembership` roles are enforced on every read/write, but there is **no API or UI to invite, grant, change, or revoke** a member — the tree is effectively single-user despite multi-user infrastructure. This also breaks the full-CRUD invariant (NN#8) and, because importance and the old Phase-6 schedule disagree, a minimal management slice is pulled forward (§2.9).
+- **Living-person redaction is non-uniform.** Redaction is applied on person reads but **not** on the event/media/name/relationship/citation/source child-resource endpoints — a real PII leak on public/unlisted trees (NN#3, NN#2).
+- **`site_members` visibility tier is silently broken** (defined, selectable in UI, never handled in `can_view_tree`).
+- **No place as a usable first-class entity** (model exists, created by GEDCOM, but no read/edit/delete — a create-only entity, which is a bug per NN#8).
+- **No research log, to-do/task planner, kinship calculator, data-quality checker, or i18n/string externalization** (the last is a documented day-one commitment that is currently unmet).
+
+**Security-priority correctness fixes (do these first, regardless of phase).** Three current defects are user-harm or trust issues, not roadmap items:
+
+1. **Media privacy leak (§2.4)** — `list_media`/`get_media`/`media_content` gate on `can_view_tree` but never `person_visibility`; non-owners can download photos of redacted living people on public/unlisted trees.
+2. **Child-resource redaction gap (§2.10)** — event/media/name/relationship/citation/source endpoints don't apply living-person redaction.
+3. **Registration issues a live session before verification (§2.10)** — `register` returns an authenticated session cookie + token (201) and `email_verified_at` is written but never read on any path; there is no env switch to gate self-registration. The *enforcement check* (read-side `email_verified_at`) is small; the approval-mode env switch is the larger piece.
+
+**Strategic posture.** The differentiators worth pressing — property chain-of-title, the ChangeProposal AI model, the anonymous mutual-consent hint system, and true self-host data ownership — are mostly still ahead on the roadmap. The near-term job is (a) close the **privacy/auth correctness** and **collaboration** gaps that the architecture already implies, (b) ship the **maps + reports + merge** table stakes, and (c) build the **connector/ModelProvider/ChangeProposal** spine that unlocks the entire back half of the roadmap.
+
+---
+
+## 2. Backlog by category
+
+### 2.1 Tree & data model
+
+Core CRUD, typed relationships, dates, soft-delete, and naming are **have**. Remaining work is about reusable sub-entities, shared/event-centric modeling, and research-grade conveniences.
+
+| Item | Description | Status | Imp | Eff | Phase | Non-negotiable |
+|---|---|---|---|---|---|---|
+| Repository as first-class entity | Promote `Source.repository` string to a reusable `Repository` (name/address/call-numbers) with dedup. | Partial | Med | M | 1–2 | If promoted, full CRUD in API+UI (NN#8) — don't half-build. |
+| Note as first-class entity (SNOTE) | Promote inline `notes` text fields to reusable shared `Note`/SNOTE records. | Missing | Low | M | 2 | Full CRUD; GEDCOM 7 round-trip parity. |
+| Shared/event-centric model + witnesses | Remove the `subject_person_xor_relationship` XOR; add participant/role join so one event has many people (FAN/cluster research). | Missing | Med | M | later | Unlocks FAN club + richer sourcing; participants must redact via privacy engine. |
+| Non-family associations (FAN) | Add associate/neighbor relationship types; best delivered with shared-event participants. | Missing | Low | M | later | — |
+| Relationship-status enum | Add married/divorced/annulled status on partnership rather than inferring from events. | Partial | High | M | 1–2 | — |
+| Family/couple unit (GEDCOM FAM) | Persist a true FAM entity (own ID/sources, childless couples) instead of rebuilding on export. | Partial | High | L | 2 | Improves GEDCOM fidelity. |
+| Kinship / relationship calculator | "How is A related to B" path + cousinship. Graph edges already exist. | Missing | High | M | 1–2 | Self-contained; reads via privacy engine. |
+| **Read-only audit-log viewer / activity feed** | Surface `AuditEntry` as a per-tree/per-person change feed. Smaller and higher-leverage than value-level undo; partially satisfies NN#8's "read" for AuditEntry and is the substrate for watch/follow + webhooks. | Missing | High | M | 2 | Privacy-filtered projections only — never raw before/after JSON to non-members (NN#2/#3). |
+| Per-field revision history + restore-prior-value | Value-level history view + undo, built atop the audit feed above. | Partial | High | L | 6 | Audit-log *UI* is the feed item; this is the larger value-level-undo work (NN#8 correction ethos). |
+| Color-coded tags & custom labels | Tag people for lineages/research-status/grouping. | Missing | Med | M | 2 | Full CRUD; tenant-scoped. |
+| Person timeline / LifeStory | Sort the merged event list; add place/age enrichment + narrative presentation. | Partial | Med | M | 2 | Sort is trivial (`localeCompare` on `date_start`); narrative is the larger piece. |
+| Multi-calendar normalization | Store + parse Julian/Hebrew/French Republican (only `calendar` tag stored today, only Gregorian normalized). | Partial | Low | M | 2 | See also Localization §2.17. |
+| Evidence/persona vs conclusion model | GEDCOM-X persona layer separate from conclusion person. | Missing | Med | XL | later | Large modeling change; strengthens sourcing + hint matching. |
+| Negative assertions | Boolean "event did not happen" on Event. | Missing | Low | S | 2 | Cheap interop nicety. |
+| Custom groups / networks | Named manual or rules-based groupings. | Missing | Low | M | later | Lower priority than tags. |
+| Raw GEDCOM record editor / configurable fact tabs | webtrees-style raw editor + fact-type registry. | Partial | Med | L | later | Open vocabularies give de-facto custom facts today. |
+| Health/medical, historical-facts index, LDS ordinances | Niche entities. | Missing | Low | M–L | later | LDS BAPL/ENDL/SLGS should map to distinct types if ever pursued; medical is special-category PII. |
+
+---
+
+### 2.2 Sources & citations
+
+The two-tier model is **have** and production-grade on the backend. The gaps are almost all UI/CRUD-completeness and the connector-dependent "save to tree" flows.
+
+| Item | Description | Status | Imp | Eff | Phase | Non-negotiable |
+|---|---|---|---|---|---|---|
+| Citation confidence selector in UI | Confidence enum is modeled + API-writable but the `citeControl` form never sets it — every UI citation is NULL confidence. | Partial | High | S | 1 | **Quick win.** Full CRUD in UI (NN#8); reinforces evidence-quality thesis. |
+| Source edit UI + all 8 fields | Source UI is add/list/delete only and create exposes ~3 of 8 fields (no author/source_type/publication_info/quality_note/citation_text). | Partial | High | S | 1 | Update API exists but no edit form — violates NN#8. |
+| `GET /{tree}/citations/{id}` | Citation API has list but no single-read endpoint. | Partial | Med | S | 1 | API symmetry (NN#8). |
+| Transcription / abstract / extract fields | Add `transcription_text` + `abstract_text` to Source; don't conflate with `citation_text` (GEDCOM SOUR.TEXT currently dumped into citation_text). | Missing | Med | S | 1–2 | **Quick win.** Central to evidence analysis; full CRUD (NN#8). |
+| Evidence-Explained guided citation builder | Structured fields → formatted citation (Chicago/MLA/APA) instead of hand-typed `citation_text`. | Missing | High | L | 2 | Signature provenance feature; citation_text should be generated, not typed. |
+| Citations on OwnershipEvents | Add `ownership_event_id` to Citation + extend CHECK to 5 targets when property lands. | Partial | Critical | S | 3 | **Quick win once Property exists** — single FK + constraint edit (NN#5). |
+| Record-to-source attachment ("save to tree") | Search a connector record and attach its facts. | Missing | High | XL | 4 | Gated on connector framework; assistant attach must emit ChangeProposal (NN#1); legal sources only (NN#6). |
+| Source Linker (one record → many persons) | Bulk-attach a record's facts across people. | Missing | Med | L | 4 | Downstream of connectors; reads/writes via service layer. |
+| Auto-citation on save/match | Generate citation when a hint/record is confirmed. | Missing | Med | L | 4/7 | Blocked on connectors + hints; ChangeProposal if assistant-driven. |
+| Memories-as-sources (cite a photo directly) | Allow media to be a citation target, not only attachable to a Source. | Partial | Low | M | 2 | Reads stay on privacy-checked media endpoint (NN#2). |
+| GPS / Proof-Standard reasoning artifact | Container linking sources/citations into a proof narrative reconciling conflicts. | Missing | Med | L | later | Serious-researcher differentiator; full CRUD (NN#8). |
+| Proprietary record collections | 1921 census, UK sets, etc. | Missing | Low | XL | — | **Out of scope** — conflicts with NN#6 / self-host. Do not pursue. |
+
+---
+
+### 2.3 Search & matching
+
+Fuzzy trigram name search is **have**; everything that depends on connectors, embeddings, or multiple populated trees is planned/missing. The standout near-term gap is **in-tree person merge**.
+
+| Item | Description | Status | Imp | Eff | Phase | Non-negotiable |
+|---|---|---|---|---|---|---|
+| Standalone duplicate detection | Lift the GEDCOM `_best_match` logic into a "find duplicates in my tree" scan. | Partial | High | M | 2 | Logic already written; results via privacy engine (NN#2). |
+| Interactive two-person merge (side-by-side, field-select, undo) | General merge of duplicate persons with citation re-pointing — impossible outside import today. | Partial | High | L | 2 | **Highest-value matching gap.** Preserve + re-point Citations (NN#5); write-once is a bug (NN#8). |
+| Advanced search (wildcards, boolean, date/place facets, sort) | Search exposes only `?q`. | Partial | High | M | 2 | Keep per-person privacy filter in the search loop (NN#2). |
+| Phonetic matching (Soundex/Metaphone/DM) | Enable `fuzzystrmatch`; trigram is char-similarity, not phonetic. | Partial | High | M | 2 | Pure utility. |
+| Semantic / vector search (pgvector) | **Docs claim pgvector is used; it is not** — only pg_trgm extension is created. Add `CREATE EXTENSION vector` + embedding columns (and correct the docs). | Missing | Med | L | 7 | Embedding provider is an open question (PRD §11) — don't pick silently; candidates via privacy engine. |
+| Tree-to-tree matching (Smart Matches) | Cross-tree candidate generation + ranking. | Planned | High | XL | 7 | Anonymous until mutual consent (NN#4); living-person protection (NN#3). |
+| Mutual-consent match notification | Anonymous notification, reveal only after both opt in. | Planned | High | L | 7 | **Mandated invariant**, not a toggle (NN#4, NN#3); rides the notification substrate (§2.9). |
+| Match confirm/reject + "not a match" memory | Persistent rejected-match store (today scoring lives only inside import). | Partial | High | M | 7 | Prevents re-notifying once hints land. |
+| External search deep-links | Pre-fill FamilySearch/Find A Grave/BLM-GLO search URLs from a person's name/dates/place. | Missing | Med | M | 2–4 | **High value, low risk** before full connectors; legal targets only (NN#6). |
+| **Automated record hints** | Proactive per-person record suggestions from connectors — a marquee mainstream feature. | Missing | High | XL | 7 | Connector-gated (NN#6); surfaced anonymously where cross-tree (NN#4); attach via ChangeProposal (NN#1). |
+| Jurisdiction-aware record-search hints | Map place/jurisdiction → relevant collections. Place hierarchy is a ready foundation. | Missing | Med | L | 8 | Suggested collections must be legal (NN#6). |
+| Cross-language / transliteration matching | Cyrillic/Hebrew/CJK ↔ Latin. | Missing | Med | XL | later | See Localization. |
+| Record Detective, newspaper matches, collection catalog, GQL query builder, OCR full-text search | Connector/record-layer dependent. | Missing/Planned | Low–Med | L–XL | 4/7/8 | All gated on the connector framework; any query path runs through privacy engine (NN#2). |
+
+---
+
+### 2.4 Media & documents
+
+Universal media attachment is **have**, but with a **confirmed privacy leak** and no asset-processing pipeline.
+
+| Item | Description | Status | Imp | Eff | Phase | Non-negotiable |
+|---|---|---|---|---|---|---|
+| **Media privacy gating on serve paths** | `list_media`/`get_media`/`media_content` gate only on `can_view_tree`, never `person_visibility` — a non-owner can download photos of redacted living people on public/unlisted trees. | Have(leaky) | **Critical** | M | 1 | **Security-priority — fix first. Direct NN#3/NN#2 violation.** Check attached `person_id` visibility and redact/hide. |
+| EXIF / GPS stripping on upload | Raw bytes stored verbatim; family photos leak GPS/home addresses/timestamps. | Planned | High | M | 1 | **Security-priority**, not cosmetic. Parse EXIF on ingest, strip/quarantine by default, allow override. |
+| Thumbnail / preview generation | No image pipeline (no Pillow). Async, idempotent worker job. | Planned | High | L | 1 | Derived thumbnail must inherit parent privacy — no bypass path. |
+| Image reference regions | Mark the rectangle of a census image that supports a Citation. | Missing | Med | M | later | Tenant-scoped, full CRUD; region→Citation preferred over region→Person. |
+| Photo/face tagging (manual) | Multi-person tagging via single FK today. | Missing | Med | XL(ML)/M(manual) | later | Owner-only, in-deployment; face tags inherit redaction (NN#3); full CRUD. |
+| Mobile photo scanning + auto-split | Shoebox digitization. | Missing | Med | L | later | Reuse privacy-gated upload + EXIF strip. |
+| AI photo dating / colorize / restore / animate / narrate | Model-driven media features. | Missing | Low | L–XL | 4+ | Must route through ModelProvider (NN#7), require approval (NN#1), preserve original; animating living faces raises consent issues. |
+| British Library / paywalled archives, pay-per-view credits | Licensed content + metering. | Missing | Low | XL | — | **Out of scope** — conflicts with NN#6 and the self-host model. |
+
+---
+
+### 2.5 DNA & genetic genealogy
+
+DNA is an **explicit PRD non-goal / open question** — treat as parked, not a backlog to grind through. Across every DNA row the rule is uniform: **a user uploading their own export is permissible; vendor connectors/scrapers (23andMe / Ancestry / MyHeritage / GEDmatch) are barred (NN#6).** Kits and matches are living-tester PII and route through the privacy engine.
+
+| Item | Description | Status | Imp | Eff | Phase | Non-negotiable |
+|---|---|---|---|---|---|---|
+| DNA-confirmed relationship flag | Model DNA confirmation as a Source/Citation backing a Relationship (not free text). | Missing | Med | M | parked | Best sources-first fit (NN#5); full CRUD (NN#8). |
+| Raw DNA upload (own file) | User uploads own export; no vendor scraping. | Missing | Med | L | parked | User's own file is fine; vendor connectors barred (NN#6); special-category PII via privacy engine. |
+| Kit/Match entities linked to persons | Kit (tester) + Match tied to Person, tenant-scoped/audited. | Missing | Med | M | parked | Kits = living-tester PII (NN#2/#3); full CRUD (NN#8). |
+| Autosomal match list, segments, chromosome browser, triangulation, ThruLines/AutoTree, ethnicity/admixture, haplogroups, GEDmatch, NPE detection | Full genetic-genealogy suite. | Missing | Low–Med | L–XL | parked | DNA scope is an unresolved open question — **surface the dependency, don't build speculatively.** Own-data only (NN#6); cross-user surfacing obeys NN#4. |
+
+---
+
+### 2.6 Maps, places & gazetteers
+
+This category is almost entirely **missing** despite being half the product thesis. The Place model has the right bones (parent_id, lat/long, PlaceName with date ranges) but no API/UI and no maps.
+
+| Item | Description | Status | Imp | Eff | Phase | Non-negotiable |
+|---|---|---|---|---|---|---|
+| **Place as usable first-class entity** | Place rows are created by GEDCOM but have **no read/edit/delete** API or UI — a create-only entity. | Partial | High | M | 2–3 | **Violates NN#8** (create-but-not-edit = bug). Make Place citable too (NN#5). |
+| Place autocomplete + picker in event editor | No `/places` router; the event form has no place input, so users can't attach a place at all. | Missing | High | M | 2 | Table stakes; lookup is low-risk. |
+| Geocoding (manual coords + forward) | lat/long columns exist; no UI, no geocoder. | Partial | High | M | 3 | Provider via env (NN#7), ToS-compliant (NN#6). |
+| Pluggable geocoding provider | Nominatim/GeoNames/Bing/Google swappable. | Missing | Med | L | 3 | Provider+keys via env (NN#7); legal providers only (NN#6). |
+| Bulk/batch geocoding (worker) | Geocode hundreds of GEDCOM-imported places. | Missing | Med | M | 3 | Idempotent, rate-limited worker job; provider via env. |
+| Place merge/split (dedup) | GEDCOM imports produce near-duplicate place strings. | Missing | High | M | 2–3 | Needs Place update/delete (NN#8); audited merges. |
+| Place-name cleanup tools | Extend the existing preview→apply cleanup UX to places. | Missing | Med | M | 2 | Preview-first + audited like existing cleanup. |
+| Standardized-name vs original text | Mirror the verbatim+normalized date pattern for places. | Missing | Med | M | 2–3 | GEDCOM fidelity. |
+| Alternate/historical place names with date ranges | `PlaceName` model exists with valid_from/to but no CRUD and never populated. | Partial | Med | M | 2–3 | Stored entity with no CRUD surface (NN#8). |
+| Interactive map of events & places | No map library in frontend. Core to family+land positioning. | Missing | High | L | 3 | Plot via `person_visibility` so non-owners never see living locations (NN#2/#3). |
+| Migration trail / pedigree-birthplace maps | Per-person life path; ancestor birthplace map. | Missing | Med | L | 3 | Redact living subjects for non-owners (NN#3). |
+| Bundled world gazetteer | Offline GeoNames-style authority. | Missing | Med | XL | later | GeoNames (CC-BY) verify AGPL-compat; env-configurable. |
+| Historical boundary overlays, time slider, heatmaps, radius/nearby, tile-provider switch | Advanced geo. | Missing | Low–Med | S–XL | later | PostGIS is an open question (ARCH §14) — **surface dependency**, don't adopt silently; tiles legal (NN#6). |
+
+---
+
+### 2.7 Charts, reports & printing
+
+On-screen pedigree/descendant/fan/hourglass charts are **have**. The entire **output/print/report** half is missing — this is the linchpin gap of the category.
+
+| Item | Description | Status | Imp | Eff | Phase | Non-negotiable |
+|---|---|---|---|---|---|---|
+| **Multi-format export (PDF / SVG / image / HTML)** | No export/print path, no `@media print`, no `window.print()`. Charts and reports can't leave the screen. | Missing | High | L | 2/6 | **Linchpin.** Generate from privacy-filtered data so living people redacted in shared output (NN#3). |
+| Ahnentafel report | Numbered-ancestor report; all data exists. | Missing | High | M | 6 | — |
+| Family group sheet / individual summary | Printable summary; data available, needs print layout. | Missing | High | M | 6 | — |
+| Narrative descendant/ancestor reports | Multi-standard prose with inline sources. | Missing | High | L | 6 | Cite Sources inline (NN#5); redact living (NN#3). |
+| Sentence-template narrative engine | Deterministic fact→prose underpinning reports. | Missing | Med | L | 6 | Keep template-based; report text never mutates tree (NN#1). |
+| Photo boxes in charts | Pass privacy-checked media URLs to `setCardDisplay`; CSS already present. | Missing | High | M | 2 | Stream via privacy-checked /media (NN#2/#3). |
+| Drag-to-edit / interactive chart canvas | Tree canvas renders but interactive node editing (drag to re-parent, inline edit on the chart) is only partly present. | Partial | Med | M | 2 | Edits go through service layer + audit (NN#1); honor redaction. |
+| Statistics dashboard | Surname/place/date distributions + tree-health. | Missing | Med | M | 6 | Reads via privacy engine (NN#2). |
+| Kinship/relationship diagram report | Needs path-finding (see §2.3 calculator) + renderer. | Missing | Med | M | 6 | — |
+| List reports (sources/places/repos/media) | Printable indexes (current screens are management, not reports). | Missing | Med | M | 6 | — |
+| Color-by-lineage, fan overlays, lifespan/timeline charts | Sex-coloring exists; lineage/overlay/timeline don't. | Partial/Missing | Med | M | later | Overlays respect privacy engine. |
+| Book/multi-report compiler, wall-chart tiling, page-setup, customizable charts | Print-shop-grade output. | Missing | Low–Med | L–XL | later | Saved "book" entity = full CRUD (NN#8); honor living-person privacy. |
+| Bowtie/couple-rooted/circular-sun/3D/network/calendar | Niche chart variants. | Missing/Partial | Low–Med | M–L | later | — |
+| Print-shop products, XML template engine, blank forms | Commercial/template extras. | Missing | Low | S–XL | later | Weak fit for self-host. |
+
+---
+
+### 2.8 Research workflow & automation
+
+The preview→approve **bulk cleanup** tool is a genuine **have** and a differentiator. The missing pieces are the serious-researcher workflow entities.
+
+| Item | Description | Status | Imp | Eff | Phase | Non-negotiable |
+|---|---|---|---|---|---|---|
+| Data-quality / consistency checker | Extend cleanup beyond name issues: child-before-parent, death-before-birth, implausible ages, orphans, dups; severity tiers. | Partial | High | L | 2 | New auto-fixes keep preview→apply (NN#1). |
+| Research log | Searches, repositories visited, negative results, findings — distinct from the system audit log. | Missing | High | M | 6 | Reference reusable Sources (NN#5); tenant-scoped full CRUD (NN#8). |
+| To-do / research task planner | Tasks on Person/Tree with status/priority/due/assignment. | Missing | High | M | 6 | Full CRUD in API+UI (NN#8). |
+| Source-driven data entry | Start from a Source document and transcribe facts into the tree. | Missing | High | M | 2 | Natural sources-first differentiator (NN#5). |
+| Task↔log linkage | FK + joined view once both entities exist. | Missing | Med | S | 6 | Cheap once predecessors land. |
+| Family chronology / timeline | Sort merged events; family-wide chronology (parents' marriage, siblings' births). | Partial | Med | M | 2 | Sort is trivial; presentation over privacy-filtered data. |
+| Navigation: active person / history / bookmarks | Large trees rely on browser back only. | Missing | Med | M | 2 | Per-user, tenant-scoped, full CRUD; don't expose redacted persons (NN#2/#3). |
+| Saved-record shoebox / review queue | Stage candidate records before committing. | Missing | Med | M | 4/7 | Auto-attach via ChangeProposal (NN#1); legal sources (NN#6). |
+| Guided research suggestions | Proactive "research next" engine (today only flags problems). | Partial | High | L | 4 | Advisory; writes via ChangeProposal (NN#1); cross-tree via privacy engine (NN#2). |
+| Persona-adaptive onboarding | Family Keeper / Serious Researcher / Property Researcher selector (PRD US-002, documented but unbuilt). | Missing | Low–Med | L | 2 | Pure presentation. |
+| Dashboard widgets, scratchpad, research-link sidebar, blog/narrative authoring, research wiki, crowd indexing | Conveniences. | Missing | Low | S–XL | later | Widgets/published narratives read via privacy engine (NN#2/#3). |
+
+---
+
+### 2.9 Collaboration & sharing
+
+Authorization is enforced everywhere, but the **management surface is entirely absent** — the most consequential gap relative to the multi-user product promise. Because the Critical items below previously sat at Phase 6 while their labels said "breaks NN#8," a minimal management slice is pulled forward to Phase 2; the richer invite/email UX stays at Phase 6.
+
+| Item | Description | Status | Imp | Eff | Phase | Non-negotiable |
+|---|---|---|---|---|---|---|
+| **Membership PATCH/DELETE + role change (minimal slice)** | Add/adjust/revoke a collaborator and change `role` — the substrate (mutable `role`) exists; only the endpoints are missing. Resolves the create-only NN#8 break without the full invite flow. | Partial | **Critical** | S–M | 2 | **Pulled forward** — a create-only entity shouldn't wait for Phase 6 (NN#8). Revocation routes through the single privacy point. |
+| Full invite/grant flow (email + UI) | Email-based invitations, pending-invite state, role-grant UI, resend/expire. Builds on the minimal slice. | Partial | High | L | 6 | Invitation email via configured SMTP (NN#7); membership changes through the one enforcement point. |
+| **Read-only public tree share** | Visibility model already redacts living persons for anonymous viewers, but every endpoint requires `CurrentUser` — no optional-auth dep, no public route, no public page. | Partial | High | M | 2 | Highest-leverage near-term sharing feature; living-safe by construction via `person_visibility` (NN#2/#3). |
+| SEO public profile pages (server-rendered) | Intent declared (`public` = search-indexable) but zero implementation; no sitemap/robots/meta. | Partial | Med | L | 2 | NN#2 explicitly names server-rendered public pages — must go through privacy engine, no direct row queries. |
+| **Notification / event-dispatch substrate** | Shared enabler seeded from `AuditEntry`: subscription + dispatch layer emitting privacy-filtered projections. Underpins watch/follow, mutual-consent match notices, comments, moderation, and in-app messaging. | Missing | High | L | 6 | **Privacy-filtered projections only — never raw before/after JSON** (NN#2/#3). |
+| Comments / discussion threads | Per-profile discussion (target = person/event/source), threaded. | Missing | High | M | 6 | Comments on living persons redacted for non-members (NN#2/#3); rides the dispatch substrate. |
+| In-app messaging (contact details hidden) | SMTP exists; no Message/Thread model. | Planned | High | L | 6 | Hide contact details; opens after mutual consent (NN#4); redact living-person content; rides dispatch substrate. |
+| Watch/follow + change notifications | `AuditEntry` is the natural event source; needs subscription entity + dispatch (substrate above). | Planned | Med | M | 6 | Notification builder reads via privacy engine, not raw rows. |
+| **Optimistic concurrency / lost-update protection** | No version/etag/`updated_at` precondition checks; concurrent multi-user edits can silently clobber. | Missing | High | M | 6 | Full-CRUD + multi-user without this risks lost updates; concurrent paths still route through privacy engine. |
+| Pending-changes moderation (human edits) | Queue contributor edits for owner approval — shares infra with the AI ChangeProposal queue. | Missing | Med | L | 6 | **Design together with ChangeProposal** (NN#1). |
+| Field-by-field profile merge & approval | WikiTree-style merge center + unmerge with per-field provenance. | Missing | Med | XL | later | Conflicting facts each retain Source/Citation (NN#5). |
+| Ownership transfer | `owner_id` is effectively write-once; needed for self-host longevity. A minimal reassignment endpoint is the NN#8 fix. | Missing | Med | M | 6 | **Violates write-once invariant** (NN#8) — importance/phase tension noted; ship the minimal slice when membership lands. |
+| Narrative website / HTML export | Static narrated site (reuse public-page renderer). | Missing | Med | L | later | Redact living persons at build time (static bypasses runtime engine) (NN#3). |
+| Two-way desktop↔online sync | Bidirectional sync with change journals. Audit log could seed a change feed. | Missing | Med | XL | later | No Ancestry TreeShare / paywalled sync (NN#6). |
+| Curator roles, trusted-list ACLs, field locking, projects/workspaces, forum, honor code, free-space wiki, portal homepage | Community-platform features. | Missing | Low | S–XL | later | New roles/ACLs/locks integrate with the **single** enforcement point, not parallel checks. |
+| Real-time co-editing | Out of scope; only optimistic concurrency planned. | Planned | Med | XL | later | Concurrent paths must route through privacy engine. |
+
+---
+
+### 2.10 Privacy & access control
+
+The architecture is correct (single engine, tenant mixin, audit, soft-delete + purge are **have**), but enforcement coverage and configurability have real holes — two of which are security-priority.
+
+| Item | Description | Status | Imp | Eff | Phase | Non-negotiable |
+|---|---|---|---|---|---|---|
+| **Uniform living-person redaction across child resources** | `_redact` runs on person reads but **not** on event/media/name/relationship/citation/source endpoints — non-members fetch a possibly-living person's events/photos/names directly. | Partial | **Critical** | M | 1–2 | **Security-priority. Core NN#3/NN#2 defect.** Apply `person_visibility` on every person-derived fact. |
+| **Email-verification enforcement gate** | `email_verified_at` is written at `auth_service.py:154` but read on no path; `register` returns an authenticated session cookie + token (201) pre-verification. | Partial | **High** | S | 1–2 | **Security-priority near-quick-win** — add the read-side check (NN#7 trust path). The check is small; the registration-mode switch below is the larger piece. |
+| Self-registration mode gating (approve / open / closed) | No env switch to choose open vs admin-approval vs closed registration. | Partial | High | M | 2/5 | Twelve-factor registration control (NN#7); pairs with the verification gate above. |
+| **Fix `site_members` visibility tier** | Defined + selectable in UI but `can_view_tree` only handles public/unlisted — fails closed unintuitively. | Partial | Critical | S | 1 | **Quick win.** Least-surprise; honor the tier the UI offers. |
+| Make `LIVING_RECENCY_YEARS` configurable | Hardcoded 100 at `privacy.py:23`. | Partial | High | S | 2 | **Quick win.** Twelve-factor (NN#7). |
+| Privacy-stripped export (redact living) | GEDCOM + account export emit full tree; no "strip living" mode. | Missing | High | M | 2 | Reuse `person_visibility`/`_redact` (NN#3). Owner self-export is safe today; shareable variant is the gap. |
+| Per-fact / per-field privacy + record flags | tentative/rejected/preferred/private flags on facts. | Missing | Med | L | later | If added, route through the single engine (NN#2). |
+| Granular rules by record type & viewer relationship | webtrees-style "hide marriages from non-descendants". | Missing | Med | L | later | Single enforcement point. |
+| OIDC / external IdP login | `AuthProvider` interface ready; only Local implemented. Authentik is the intended real auth. | Planned | High | L | 5 | Additive by design. |
+| Two-factor auth (TOTP) | Bearer/cookie session auth is solid; no MFA. | Partial | High | L | 5 | — |
+| DB-level audit immutability | Audit is insert-only by convention; no trigger/constraint. Verified as "adequate for self-host," so importance downgraded to match. | Have(soft) | Med | S | 9 | Adequate for self-host; upgrade to trigger only if true immutability is required. |
+| Block/hide users, family-group private space, DNA opt-in controls | Depend on messaging/DNA. | Missing | Low–Med | M–XL | 6/parked | DNA parked (NN#6). |
+
+---
+
+### 2.11 Import/export & standards
+
+GEDCOM 5.5.1 import/export and full data-portability export are **have**, but fidelity gaps directly undercut the provenance thesis — and one is outright data loss.
+
+| Item | Description | Status | Imp | Eff | Phase | Non-negotiable |
+|---|---|---|---|---|---|---|
+| **Citation links dropped on GEDCOM export** | Export never selects the Citation table — fact→source links, page, detail, confidence all dropped on export (they import fine). Re-importing your own export **destroys** the sources-first graph. | Partial | **Critical** | M | 2 | **Silent data loss on the product's signature data + destructive round-trip** (NN#5); breaks PRD US-013. |
+| GEDCOM 7.0 import/export | Version hardcoded `5.5.1`; no v7 semantics, SCHMA, SUBM, or UID handling. | Partial | High | L | 2 | Stated differentiator (FamilySearch interop). |
+| Custom/underscore tag preservation | `_MARNM` becomes `TYPE married`, other custom tags dropped — violates ≥99% round-trip goal. | Missing | High | L | 2 | Tension with provenance thesis (faithful record). |
+| PLAC FORM hierarchy + MAP coordinate round-trip | Import reads only PLAC text; export emits flat PLAC. lat/long + hierarchy lost on round-trip. | Missing | High | M | 2–3 | Round-trip fidelity for the land/maps pillar. |
+| Encoding detection (ANSEL/UTF-16) | UTF-8 round-trips; non-UTF-8 files silently mangled via `errors='replace'`; CHAR tag ignored. | Partial | High | S | 2 | **Near quick win.** Detect/honor CHAR; reject or transcode rather than corrupt. |
+| HEAD completeness | HEAD at `gedcom.py:740` emits only `SOUR/GEDC/VERS/CHAR` — missing required `2 FORM LINEAGE-LINKED` (under GEDC) and `1 SUBM`. | Partial | Med | S | 2 | **Quick win.** Pure conformance. |
+| GEDCOM media (OBJE) round-trip | OBJE in skip-tags; media ignored on import, never emitted on export. | Partial | Med | M | 2 | Any media bundle keeps privacy gating. |
+| GEDZIP (.gdz) bundle | Bundled-media packaging. | Missing | Med | M | 2 | Natural once v7 + OBJE land. |
+| Selective / filtered export | Clippings-cart / branch subset. | Missing | Med | M | later | Maintain single-enforcement-point on export (NN#2). |
+| Import conformance validation | Preview is a mapping report, not structural/cardinality validation; bad lines silently skipped. | Partial | Med | M | 2 | — |
+| GEDCOM-X, Gramps XML, multi-format import, FHISO/ELF, PRF upload, KML export | Interop extras. | Missing | Low | L | later | PRF needs FamilySearch API (permitted, NN#6). |
+
+---
+
+### 2.12 Mobile & offline
+
+Responsive web is **partial**; PWA and offline-first are absent. Native apps are an explicit deferral.
+
+| Item | Description | Status | Imp | Eff | Phase | Non-negotiable |
+|---|---|---|---|---|---|---|
+| PWA (manifest + icons + viewport + service worker) | No manifest, no SW, no `next-pwa`; responsive coverage exists but unaudited on heavy views (tree canvas fixed 74vh). | Partial | High | M | 2 | If SW caches API responses, never retain non-owner PII; cache only what the session is authorized to see (NN#3). |
+| Responsive parity audit | 17 breakpoint usages; small-screen parity on tree/person views unverified. | Partial | High | M | 1–2 | Feature parity is an ARCH requirement. |
+| Offline-first editing + reconnect sync | No SW, no local store, no mutation queue. Valuable for archive/courthouse field research. | Missing | High | XL | later | Replayed edits go through service layer + audit (NN#1); cached data respects living-person rule (NN#3). |
+| Native mobile apps | Explicitly deferred (responsive web only). | Missing | Med | XL | later | If built, reads through one backend privacy engine (NN#2/#3/#4). |
+| Companion app w/ cross-device sync | Largely redundant with server-backed web. | Missing | Low | XL | later | Sync boundary enforces privacy (NN#2); full CRUD parity (NN#8). |
+| Relatives Around Me | Nearby-relatives discovery. | Missing | Low | L | later | Explicit opt-in; anonymous until mutual consent (NN#4). |
+
+---
+
+### 2.13 API & extensibility
+
+Internal REST + OpenAPI + generated TS client are **have**. The externalized developer story and the connector/plugin spine are not built.
+
+| Item | Description | Status | Imp | Eff | Phase | Non-negotiable |
+|---|---|---|---|---|---|---|
+| Public read-only API + scoped tokens (OAuth) | Bearer token is opaque session only; `TokenPurpose` lacks scopes; designed `public.py` never built. | Partial | High | L | 5–6 | Any scoped-token path routes through `person_visibility` + living-person redaction (NN#2/#3). |
+| SourceConnector framework | Only AuthProvider/ObjectStore/Mailer base classes exist; no connector base/loader/registry. Gates AI, hints, property connectors. | Planned | Med | L | 4 | Read-only, rate-limited; findings via ChangeProposal (NN#1); legal sources only (NN#6). |
+| Webhooks / change feeds | `AuditEntry` is the natural substrate (shares the notification dispatch layer, §2.9); no feed/webhook layer. | Missing | Med | L | 6 | Emit privacy-filtered, tenant-scoped projections — never raw before/after JSON (NN#2/#3). |
+| CLI / scripting surface | No `[project.scripts]`, no Typer/Click; worker is a purge loop only. Self-hosters want bulk admin. | Missing | Med | M | 9 | Funnel reads through privacy.py, writes through audit; admin-scoped, no assistant-write path. |
+| Plugin/addon architecture | Connector framework only; no general UI/report/theme plugin system planned. | Planned | Med | L | later | Sandbox via service layer; no privacy/audit bypass, no writes outside ChangeProposal. |
+| In-app query tooling (SuperTool) | Power-user expression engine. | Missing | Low | L | later | Execute through privacy engine — no row enumeration bypass (NN#2). |
+| Certified partner program | Organizational, not software. | Missing | Low | XL | — | Out of scope until a hosted offering exists. |
+
+---
+
+### 2.14 Performance & scale
+
+Postgres + S3, multi-tenant isolation are **have**. Queue, observability, backups, pagination, and scale validation are the gaps that gate Phases 4/7 — several are current functional limitations, not late-phase validation tasks.
+
+| Item | Description | Status | Imp | Eff | Phase | Non-negotiable |
+|---|---|---|---|---|---|---|
+| Real job queue (Postgres/Redis-backed) | Worker is a fixed-interval purge loop; GEDCOM import and account export run **inline in the request**. | Partial | High | L | 4 (pre-req) | Blocks NN#1 (assistant in worker) and NN#4 (hint matching in worker). Queue backend is an open question (PRD §11). |
+| **Pagination on list endpoints + server-side tree loading** | List endpoints (`persons.py:37`, events, relationships) take no `limit/offset/skip`; the tree view loads the whole graph client-side. A *current* limitation against the 50k-person target. | Planned | High | M | 1–2 | **Split out from scale validation** — this is a correctness/functional gap now, not a Phase 9 task. |
+| Scale validation (50k+ trees, P95<2s, load test) | No benchmark or load test exists. | Planned | High | L | 9 | Inline heavy ops risk partial writes — moving to the queue is what makes "failures never corrupt state" true. |
+| **Operator backup: one-command `pg_dump` + MinIO sync** | Only a documented procedure + per-account ZIP exist; no scripted DB+object dump. For a self-host product this is day-one data-loss exposure. | Partial | Critical | M | 1–2 | **Pulled forward** — Critical importance contradicted the old Phase-9 slot. Restore must re-apply privacy state faithfully (NN#3); safety net for NN#8. |
+| Scheduled / cloud automated backup + restore tooling | Cron-driven, off-host, verified-restore workflow. | Partial | High | L | 9 | Builds on the one-command slice above. |
+| ARM64 build matrix | CI builds `linux/amd64` only; many self-hosters run ARM SBCs. | Partial | High | S | 1 | **Quick win.** Add arm64 + QEMU to buildx (NN#7 container-native). |
+| Structured JSON logs + Prometheus metrics | Plain-text stdlib logging; no `/metrics`. | Partial | Med | M | 9 | Logs/metrics reference UUIDs, never names/PII (NN#3/#4). |
+| pgvector enablement | Image has pgvector; app never creates the extension or adds embedding columns (docs claim otherwise). | Partial | Med | M | 7 | See §2.3 — embedding provider open question; candidates via privacy engine. |
+| Database check-and-repair | No orphan/dangling-edge/cycle scanner (recent "harden tree render" commit shows bad graphs occur). | Missing | Med | M | 9 | Tenant-scoped + audited; auto-fix via ChangeProposal (NN#1). |
+| Pluggable DB backend, billions-scale shared tree, weekly record releases | Different product models. | Missing | Low | XL | — | **Out of scope** — Postgres-only is consistent with the invariants; global shared tree conflicts with NN#2/#3/#4. |
+
+---
+
+### 2.15 Property / land chain-of-title — *headline differentiator*
+
+The entire "land" half is **planned/missing** but fully specified. This is where Provenance has no real competitor.
+
+| Item | Description | Status | Imp | Eff | Phase | Non-negotiable |
+|---|---|---|---|---|---|---|
+| Property/parcel first-class entity | No model/endpoint/service/migration. Foundation for the whole category. | Planned | High | L | 3 | Full CRUD in API+UI (NN#8); reads added carefully to the **single** privacy engine (NN#2). |
+| Typed OwnershipEvents | grant/patent, purchase, sale, inheritance, gift, tax sale, foreclosure, eminent domain — with grantor/grantee Persons + Citation. | Planned | High | L | 3 | Each event carries a Citation (NN#5); grantor/grantee living-person links redacted (NN#3). |
+| Chain-of-title timeline + gap flagging | Ordered OwnershipEvents first-grant→present, breaks flagged. | Planned | High | M | 3 | The genuinely differentiating analytical piece (PRD US-032). |
+| Bidirectional owner↔person, parcel↔place | "Every property a person held" / "every parcel at a place." | Planned | High | M | 3 | Reverse traversals filtered through privacy engine (NN#2). |
+| Citations on OwnershipEvents | Add `ownership_event_id` to Citation (5th target). | Partial | Critical | S | 3 | **Quick win once Property lands** — single FK + CHECK edit (NN#5). |
+| Legal description verbatim storage | metes-and-bounds / PLSS township-range-section as-written. | Planned | Med | L | 3 | Part of the Property model; preserves the record faithfully. |
+| Parcel/plat boundary geometry | Optional geometry; plain coords first. | Planned | Med | L | 3+ | PostGIS is an open question (ARCH §14) — surface dependency. |
+| PLSS / metes-and-bounds parsing → geometry | Automated survey parsing. | Planned | Med | XL | later | Hard; gated on PostGIS. |
+| BLM/GLO federal land-patent connector | Marquee US land source. | Planned | High | L | 8 | Permitted source (NN#6); patents surface as ChangeProposals (NN#1); read-only + rate-limited. |
+| USGS map + public county-deed connectors | Per-jurisdiction grantor/grantee indexes. | Planned | Med | L | 8 | Each connector verifies a legally open source (NN#6). |
+| Co-ownership roles / tenure types | joint tenants, TIC, life estate, heirs. | Planned | Low | M | later | Multiple parties likely free with OwnershipEvent; role typing is a refinement. |
+| Tax/assessment rolls, UK Tithe, Lloyd George Domesday | Valuation + non-US collections. | Missing | Low | M–L | — | US-focused v1; international formats out of scope (model is country-agnostic). |
+
+---
+
+### 2.16 AI assistant — *defining differentiator*
+
+Entirely **planned** — and note the docs-vs-code gap: ARCHITECTURE §5 lists `ChangeProposal` as part of the "landed" core model, but no model/migration/schema exists. The audit substrate (`actor_type=assistant`, before/after JSONB) is the right foundation; the ChangeProposal model and ModelProvider abstraction are the two critical-path pieces.
+
+| Item | Description | Status | Imp | Eff | Phase | Non-negotiable |
+|---|---|---|---|---|---|---|
+| **ChangeProposal (propose-then-confirm)** | The defining invariant. No `proposal.py`, no migration, no review UI yet — despite docs implying it landed. | Planned | **Critical** | L | 4 | **IS NN#1.** Enforce structurally: assistant tools return proposals; only user action applies one; application flows through the normal service layer (privacy + audit). ChangeProposal itself needs full CRUD (NN#8). Correct the docs to match reality. |
+| Pluggable LLM + embedding provider | `ModelProvider` over Anthropic/OpenAI/xAI/Ollama; env placeholders exist, no interface code. | Planned | Critical | M | 4 | **Twelve-factor, no hard-coded keys/endpoints** (NN#7); the Ollama/self-hosted path is what makes the privacy-first promise real. |
+| AI research-assistant chatbot (RAG over tree) | Marquee feature; needs ModelProvider + connector + retrieval through privacy engine. | Planned | High | XL | 4 | NN#1 propose-only, NN#2 privacy retrieval, NN#3 redaction. |
+| Conversational / connector record search | Search legal sources via the assistant. | Planned | High | L | 4 | Legal sources (NN#6); findings = Source + Citation (NN#5). |
+| Fact extraction from documents | Extracted facts map cleanly to ChangeProposal review. | Missing | Med | M | 4 | Canonical NN#1 use case; each fact carries a Citation (NN#5). |
+| OCR/HTR transcription + document translation | Worker job via ModelProvider. | Missing | Med | L | 4+ | Output → Source/Citation (NN#5); via ModelProvider (NN#7); auto-extraction emits ChangeProposal (NN#1). |
+| Next-step research guidance | Gap analysis → suggested next record. | Planned | Med | M | 4 | Reads via privacy engine; advisory unless it queues fetches. |
+| AI biography / audio narration | Read-only generation grounded in tree data. | Missing | Low | M–L | later | Must not leak living-person PII (NN#3); via ModelProvider (NN#7); stored biographies = full CRUD (NN#8). |
+
+---
+
+### 2.17 Localization & accessibility
+
+A documented **day-one commitment** ("UI strings externalized from day one") that is currently **unmet** — every label is a hardcoded literal. Correct the PRD claim or close the gap.
+
+| Item | Description | Status | Imp | Eff | Phase | Non-negotiable |
+|---|---|---|---|---|---|---|
+| **UI string externalization** | No i18n lib, no message catalogs; all copy hardcoded in TSX. Gating prerequisite; cheapest to do now while the surface is small. | Missing | High | L | 1–2 | PRD §6 promises this "from day one" — **docs-vs-code gap; edit the doc now.** |
+| Multi-language UI (40–60+ langs) | Translation pipeline after externalization (frontend + backend-generated messages). | Missing | High | XL | later | Table stakes across all competitors. |
+| Accessibility / WCAG 2.2 AA | Some ARIA/focus styling; no CI a11y audit, no skip-links, SVG tree viz not keyboard/screen-reader navigable. | Partial | High | L | 2/9 | Stated PRD §6 target; add axe/pa11y in CI; accessible alternate to the chart. |
+| Unicode-correct non-Latin names | Stores fine (UTF-8); no NFC normalization on write, no locale-aware collation, no romanized search. | Partial | High | M | 2 | Apply `unicodedata.normalize('NFC')` on input; add COLLATE; supports faithful-record goal. |
+| Structured/compound surname components | Surname is a single field; no support for Spanish/Portuguese paternal+maternal, Arabic nasab, particles/prefixes. | Missing | Med | M | 2 | New Name sub-fields ship with full CRUD (NN#8); preserves the name as recorded. |
+| Non-Gregorian calendar dates | `calendar` column is a placeholder; GEDCOM calendar escapes never parsed/populated. | Partial | Med | L | 2 | Preserve original calendar as recorded (sources-first). |
+| Language tags / romanized variants per name | No language_tag/script/romanized fields; GEDCOM ROMN/LANG unhandled. | Missing | Med | M | 2 | New Name sub-fields ship with full CRUD (NN#8). |
+| RTL support | `lang="en"` hardcoded, no `dir`, physical CSS properties throughout. | Missing | Med | M | later | Convert to logical CSS properties; cheaper once i18n exists. |
+| Selectable themes | Light/dark/system works; brand palette intentionally single. | Partial | Med | M | later | Confirm whether additional themes are a deliberate non-goal (brand guide constrains palette). |
+| Multi-language report/diagram output | Depends on i18n + reports, neither shipped. | Missing | Low | L | later | — |
+
+---
+
+## 3. Quick wins (high importance / low effort)
+
+Ordered by leverage. All are S-effort or a thin slice of a larger item, and most close a stated invariant gap.
+
+1. **Fix `site_members` visibility tier** (Privacy, Critical/S) — defined and selectable in the UI but never handled in `can_view_tree`; fails closed unintuitively.
+2. **Email-verification enforcement gate** (Privacy/Auth, High/S) — add the read-side `email_verified_at` check so a freshly registered, unverified user doesn't get a live authenticated session. Security-priority; the registration-mode env switch (open/approve/closed) is the larger follow-on, not part of this quick win.
+3. **Citation confidence selector in the cite form** (Sources, High/S) — confidence is modeled and API-writable but unreachable in the UI; every UI citation is currently NULL. Honors NN#8 and the evidence-quality thesis.
+4. **Source edit UI + expose all 8 fields** (Sources, High/S) — update API exists but there is no edit form and create exposes ~3 fields; a create-but-not-edit entity violates NN#8.
+5. **Make `LIVING_RECENCY_YEARS` env-configurable** (Privacy, High/S) — hardcoded 100 at `privacy.py:23`; twelve-factor (NN#7).
+6. **Add `ownership_event_id` to Citation** (Property/Sources, Critical/S) — single FK + CHECK-constraint edit the moment Property lands; the spine is already built (NN#5).
+7. **GEDCOM encoding detection** (Standards, High/S) — detect/honor the CHAR tag; reject or transcode ANSEL/UTF-16 rather than silently mangling with `errors='replace'`.
+8. **GEDCOM HEAD completeness** (Standards, Med/S) — emit the required `2 FORM LINEAGE-LINKED` (under GEDC) and `1 SUBM` at `gedcom.py:740`. Pure conformance.
+9. **ARM64 CI build matrix** (Perf/Scale, High/S) — add `linux/arm64` + QEMU to buildx for both images; many self-hosters run ARM SBCs.
+10. **`GET /{tree}/citations/{id}` endpoint** (Sources, Med/S) — API symmetry (NN#8).
+11. **Transcription/abstract fields on Source** (Sources, Med/S) — add `transcription_text` + `abstract_text`, distinct from `citation_text`; core to evidence analysis.
+12. **Sort the merged person timeline** (Research workflow, Med/S) — `shownEvents.sort()` on `date_start`; currently appended unsorted.
+13. **Doc corrections (docs-vs-code)** (Meta, trivial/S) — edit CLAUDE.md / ARCHITECTURE so the pgvector "used" claim, the i18n "from day one" claim, and the ChangeProposal "landed" claim match reality. The repo convention requires docs to travel with code.
+
+> **Ships-with, not standalone:** *Revocable / adjustable access (membership PATCH/DELETE + role change)* is security-critical and S-effort, but it is the minimal slice of the membership work (§2.9) and ships **with** those endpoints — it is not independently shippable on its own.
+>
+> **Higher priority than any quick win, but M-effort (not quick):** the **media privacy leak** (§2.4), the **child-resource redaction gap** (§2.10), and pulling the **one-command operator backup** (§2.14) forward. Treat these as **security-/data-loss-priority Phase 1–2 fixes** regardless of the quick-win list.
+
+---
+
+## 4. Strategic differentiators
+
+Where to invest to make Provenance distinct rather than a webtrees clone. Each leans on a non-negotiable as a *feature*, not a constraint.
+
+**1. Property chain-of-title (the "land" half).** No surveyed competitor models ownership as a typed, cited event chain tying parties across time, with gap-flagging and bidirectional owner↔person / parcel↔place traversal, fed by **legal** public sources (BLM/GLO patents, USGS, public county deeds). This is the single clearest "no one else does this" capability. Sequence: Property + OwnershipEvent + Citation-target (Phase 3) → chain-of-title view → BLM/GLO connector (Phase 8). The Citation extension is a quick win; the entity is the prerequisite for everything else in the category.
+
+**2. The ChangeProposal AI model.** "The assistant never writes autonomously" is a *trust* differentiator in a market where users fear AI corrupting their research. Build it structurally — assistant tools return proposals; only an explicit human action applies one; application flows through the normal service layer so it always hits the privacy engine and audit log. The same approval queue moderates untrusted human-contributor edits (Collaboration §2.9), so design them together. The audit substrate is already in place; ChangeProposal + ModelProvider are the critical path — and the docs should stop asserting ChangeProposal has landed until it has.
+
+**3. Anonymous, mutual-consent cross-tree hints.** The privacy model already redacts living people for anonymous viewers, so a hint system that reveals *nothing identifying* until both sides opt in is achievable by construction — and is a categorically more trustworthy version of MyHeritage Smart Matches / Ancestry hints. Requires the matching engine (pgvector enablement + candidate generation, Phase 7), the notification/event-dispatch substrate (§2.9), and the messaging channel that opens only post-consent.
+
+**4. True self-hosting + data ownership.** Full account export/import, soft-delete recovery, GEDCOM round-trip, env-driven everything, and (to-build) operator-grade scheduled backup + ARM support make Provenance the genealogy app you actually own. Two correctness items gate the promise: GEDCOM export must stop dropping citations (a Provenance→Provenance round-trip currently destroys the sources graph), and operator backup must move from "documented procedure" to a one-command dump. The Ollama/self-hosted ModelProvider path means even the AI assistant runs without tree data leaving the deployment — a promise no commercial competitor can make.
+
+**5. Sources-first as a felt experience.** The two-tier model is built; the differentiator is making it *visible and low-friction*: a guided Evidence-Explained citation builder, transcription/abstract fields, source-driven data entry (transcribe a document into the tree), per-fact confidence surfaced in the UI, and — critically — citations that **survive GEDCOM export**. These turn "every fact links to where it came from" from an architecture note into the product's personality.

docs/design/tree-visibility.md

@@ -0,0 +1,157 @@
+# Design note: tree visibility & the public viewing surface
+
+Status: **proposed** (design only — no code yet). Owner: Justin. Created 2026-06-09.
+
+This is a privacy-critical change (it creates the first anonymous read surface in
+Provenance). Per CLAUDE.md, design before code. Implementation should land in
+small, individually-reviewable PRs, with tests on the privacy engine and the
+public read path before any anonymous endpoint is exposed.
+
+## 1. The model
+
+Visibility flattens **two axes** — *who may read* and *how discoverable* — into one
+ordered enum for the UI:
+
+| Level | Anonymous (no login) | Any logged-in user | Tree members | In-app directory | Search-indexed |
+|---|---|---|---|---|---|
+| `public` — anyone on the web | ✅ view¹ | ✅ view¹ | ✅ full | ✅ listed to everyone | ✅ sitemap + indexable |
+| `site_members` — Public, Site Members | ❌ | ✅ view¹ | ✅ full | ✅ listed to logged-in users | ❌ (`noindex`) |
+| `unlisted` — anyone with the link | ✅ via direct link¹ | ✅ via link¹ | ✅ full | ❌ never listed | ❌ (`noindex`) |
+| `private` | ❌ | ❌ | ✅ full | ❌ | ❌ |
+
+¹ **Every non-member view passes through the privacy engine.** Living people are
+redacted, and per-person `private` hides / `public` reveals, exactly as
+`person_visibility()` already does (`backend/app/services/privacy.py:100-110`).
+This is the single enforcement point — no public code path may issue a raw query.
+
+Decisions captured (2026-06-09):
+- **Unlisted** = anyone with the link, no account required. The link must be
+  **unguessable** (the tree UUID is already non-enumerable; do not add a public
+  integer id). Unlisted trees are excluded from the directory and sitemap and
+  served `noindex`.
+- **Public** discovery for v1 includes **an in-app public browse/search**, not
+  just search-engine indexing.
+- **Public – Site Members** = *any* registered account on this instance (not an
+  invite list — that is already tree membership / `private`).
+
+## 2. Data model
+
+`TreeVisibility` enum (`backend/app/models/enums.py`) gains a value:
+
+```
+public        # anyone on the web
+site_members  # any authenticated user of this instance   <-- NEW
+unlisted      # anyone with the link
+private        # members only (default)
+```
+
+- Alembic migration to `ALTER TYPE tree_visibility ADD VALUE 'site_members'`
+  (Postgres enum add-value cannot run inside a transaction with other DDL — use
+  `op.execute` with autocommit, separate migration).
+- Default stays `private`. Existing rows unchanged.
+- `TreeRead`/`TreeUpdate`/`TreeCreate` schemas already carry the enum; they pick
+  up the new value automatically. The OpenAPI client regen (`gen:api`) exposes it
+  to the frontend.
+
+## 3. Privacy engine
+
+`can_view_tree()` today treats `public` and `unlisted` identically and ignores
+whether the viewer is anonymous vs authenticated (`privacy.py:44-49`). Replace the
+final line with explicit branching on viewer auth state:
+
+```
+if membership: return True              # members always
+match tree.visibility:
+  public, unlisted: return True         # anonymous OK (unlisted gated only by knowing the link)
+  site_members:     return user_id is not None   # any logged-in account
+  private:          return False
+```
+
+`person_visibility()` is unchanged — it already redacts living/private people for
+non-members. Add focused unit tests: anonymous + each visibility; living person
+redacted on public/unlisted; `site_members` denies anonymous but allows a
+logged-in non-member; `private` denies both.
+
+## 4. The anonymous read path (the careful part)
+
+**Recommendation: a dedicated read-only public API namespace**, not optional-auth
+on the existing endpoints. Rationale: it is far easier to audit a small,
+purpose-built surface that *always* funnels through `person_visibility` than to
+weaken the membership checks on the authenticated endpoints and hope every branch
+is covered.
+
+- New router `app/api/v1/public.py`, mounted at `/api/v1/public`, with an
+  **optional-auth** dependency `CurrentUserOrNone` (returns `User | None`; never
+  401s). Contrast with `CurrentUser` (`deps.py:30-36`) which hard-401s.
+- Endpoints (read-only; no create/update/delete):
+  - `GET /public/trees` — directory: lists `public` to everyone; additionally
+    lists `site_members` when the caller is authenticated. Paginated, search via
+    existing `pg_trgm`. Never lists `unlisted`/`private`.
+  - `GET /public/trees/{id}` — tree metadata if `can_view_tree(user_or_none)`.
+  - `GET /public/trees/{id}/persons`, `/persons/{pid}`, `/relationships`,
+    `/events`, `/media`, … — each filtered through `person_visibility`, returning
+    redacted projections (a `PublicPersonRead` that omits PII for redacted people:
+    no exact dates, no living-person names beyond "Living", etc.).
+- **A redacted response schema**, distinct from the member `PersonRead`, so the
+  serializer physically cannot emit fields a non-member shouldn't see. Redaction
+  happens in the service, not the route.
+- **Rate limiting** on the public namespace (per-IP) to blunt scraping/enumeration.
+- **Audit**: count public reads; do not log PII.
+
+## 5. Frontend public pages
+
+- New **server-rendered** routes outside the authed app shell, e.g.
+  `/p/[treeId]` (tree), `/p/[treeId]/[personId]` (person), `/explore` (directory).
+  Server components fetch the `/api/v1/public/*` endpoints; no login redirect.
+- `robots`: allow + sitemap for `public`; `noindex, nofollow` meta for `unlisted`
+  and `site_members`. Sitemap lists only `public` trees/persons.
+- The directory `/explore` is anonymous for `public`; shows `site_members` trees
+  only to logged-in users.
+- Reuse the tree/person view components where possible, fed by the redacted
+  schema.
+
+## 6. UI control
+
+Update the visibility dropdown (`frontend/app/trees/page.tsx`, shipped in PR #41)
+from 3 to 4 options with helper text:
+
+```
+Private          — only you and people you invite
+Public – Members — any signed-in user on this site
+Unlisted         — anyone with the link (not listed or indexed)
+Public           — anyone on the web; listed and search-indexable
+```
+
+A short confirmation when switching *to* `public` ("This makes <tree> visible to
+anyone on the web. Living people stay hidden.") is worthwhile given the stakes.
+
+## 7. Guardrails / invariants
+
+- One enforcement point: every public response is built from `person_visibility`
+  output. No raw repository reads in the public router.
+- Living-person protection holds regardless of tree visibility.
+- Unlisted relies on UUID unguessability; never expose a sequential public id.
+- `noindex` everything except `public`; sitemap is `public`-only.
+- Tests gate the merge: privacy-engine matrix + an integration test that hits the
+  public endpoints anonymously and asserts no living-person PII leaks.
+
+## 8. Suggested phasing (small PRs)
+
+1. Enum value + migration + regen client (+ dropdown → 4 options). No behavior
+   change yet for non-members.
+2. Privacy-engine branching + unit tests.
+3. Public read API namespace (optional-auth, redacted schema, rate limit) + tests.
+4. Public frontend pages (`/p/...`) + robots/sitemap.
+5. In-app `/explore` directory + search.
+
+Steps 2–3 are the privacy-critical core and should be reviewed hardest.
+
+## 9. Open questions
+
+- Caching: public pages are cacheable for SEO, but cache keys must not blur the
+  redacted-vs-member rendering. Likely: cache only the anonymous projection at the
+  edge; never cache member responses.
+- Do `site_members` trees appear in the sitemap for logged-in crawling? (Default:
+  no — `noindex`.)
+- Per-tree opt-out of the directory even when `public`? (Probably unnecessary;
+  `unlisted` already covers "reachable but not listed.")

frontend/.gitignore

@@ -3,4 +3,5 @@
 /out
 /build
 next-env.d.ts
+*.tsbuildinfo
 .env*.local

frontend/Dockerfile

@@ -3,6 +3,9 @@
 FROM node:22-bookworm-slim AS deps
 WORKDIR /app
 COPY package.json package-lock.json ./
+# patches/ must be present before `npm ci` so the postinstall (patch-package)
+# can apply our vendored family-chart layout fix.
+COPY patches ./patches
 RUN npm ci
 
 FROM node:22-bookworm-slim AS build

frontend/app/explore/layout.tsx

@@ -0,0 +1,10 @@
+import { PublicHeader } from "@/components/public-header";
+
+export default function ExploreLayout({ children }: { children: React.ReactNode }) {
+  return (
+    <div className="min-h-screen">
+      <PublicHeader />
+      <main className="mx-auto max-w-5xl px-4 py-8">{children}</main>
+    </div>
+  );
+}

frontend/app/explore/page.tsx

@@ -0,0 +1,78 @@
+"use client";
+
+import Link from "next/link";
+import { useEffect, useState } from "react";
+
+import { api } from "@/lib/api/client";
+import type { components } from "@/lib/api/schema";
+import { Card, CardContent } from "@/components/ui/card";
+import { Input } from "@/components/ui/input";
+
+type Tree = components["schemas"]["PublicTreeRead"];
+
+// Public directory of trees. The backend returns `public` to everyone and adds
+// `site_members` trees when the request carries a valid session — so signed-in
+// users see more here without any client-side branching.
+export default function ExplorePage() {
+  const [trees, setTrees] = useState<Tree[]>([]);
+  const [search, setSearch] = useState("");
+  const [ready, setReady] = useState(false);
+
+  useEffect(() => {
+    const q = search.trim();
+    const t = setTimeout(async () => {
+      const { data } = await api.GET("/api/v1/public/trees", {
+        params: { query: q ? { q } : {} },
+      });
+      setTrees(data ?? []);
+      setReady(true);
+    }, 200);
+    return () => clearTimeout(t);
+  }, [search]);
+
+  return (
+    <div className="space-y-6">
+      <div>
+        <h1 className="font-serif text-3xl font-semibold">Explore public trees</h1>
+        <p className="mt-1 text-[var(--muted)]">
+          Browse family trees shared on this site. Living people are always hidden.
+        </p>
+      </div>
+
+      <Input
+        className="w-72"
+        placeholder="Search trees by name…"
+        value={search}
+        onChange={(e) => setSearch(e.target.value)}
+      />
+
+      {!ready ? (
+        <p className="text-[var(--muted)]">Loading…</p>
+      ) : trees.length === 0 ? (
+        <p className="text-[var(--muted)]">No public trees{search.trim() ? " match that search" : " yet"}.</p>
+      ) : (
+        <ul className="grid gap-3 sm:grid-cols-2">
+          {trees.map((t) => (
+            <li key={t.id}>
+              <Link href={`/p/${t.id}`}>
+                <Card className="h-full transition-colors hover:border-bronze/50">
+                  <CardContent className="p-4">
+                    <div className="flex items-center justify-between gap-2">
+                      <span className="truncate font-medium">{t.name}</span>
+                      <span className="shrink-0 text-xs uppercase tracking-wide text-[var(--muted)]">
+                        {t.visibility === "site_members" ? "Members" : "Public"}
+                      </span>
+                    </div>
+                    {t.description && (
+                      <p className="mt-1 line-clamp-2 text-sm text-[var(--muted)]">{t.description}</p>
+                    )}
+                  </CardContent>
+                </Card>
+              </Link>
+            </li>
+          ))}
+        </ul>
+      )}
+    </div>
+  );
+}

frontend/app/globals.css

@@ -11,23 +11,28 @@
   --font-serif: var(--font-fraunces), Georgia, "Times New Roman", ui-serif, serif;
 }
 
-/* Adaptive tokens — ink/paper flip for light/dark; bronze + paper are constant. */
+/* Adaptive tokens — ink/paper flip for light/dark; bronze + paper are constant.
+   Theme is class-based (.dark on <html>) so it can be toggled manually; an inline
+   script in the root layout sets it pre-paint from the saved choice or the OS. */
 :root {
   --background: #f7f3ec;
   --foreground: #1a1a17;
   --muted: #6b6862;
   --surface: #fffdf9;
   --border: #e6ddcc;
+  /* Connector "lines between people" (pedigree + tree chart). Derived from Ink
+     (the brand mark color): a dark line on light, light on dark. */
+  --line: color-mix(in srgb, var(--foreground) 55%, transparent);
+  color-scheme: light;
 }
 
-@media (prefers-color-scheme: dark) {
-  :root {
-    --background: #161410;
-    --foreground: #f2eee6;
-    --muted: #9a968e;
-    --surface: #211d17;
-    --border: #353029;
-  }
+.dark {
+  --background: #161410;
+  --foreground: #f2eee6;
+  --muted: #9a968e;
+  --surface: #211d17;
+  --border: #353029;
+  color-scheme: dark;
 }
 
 body {
@@ -78,7 +83,7 @@ h3,
   left: -2.5rem;
   top: 50%;
   width: 2.5rem;
-  border-top: 1px solid var(--border);
+  border-top: 1px solid var(--line);
 }
 .ped-leaf {
   position: relative;
@@ -90,7 +95,7 @@ h3,
   left: 0;
   top: 50%;
   width: 1.5rem;
-  border-top: 1px solid var(--border);
+  border-top: 1px solid var(--line);
 }
 .ped-leaf::after {
   content: "";
@@ -98,7 +103,7 @@ h3,
   left: 0;
   top: 0;
   bottom: 0;
-  border-left: 1px solid var(--border);
+  border-left: 1px solid var(--line);
 }
 .ped-leaf:first-child::after {
   top: 50%;

frontend/app/import/layout.tsx

@@ -0,0 +1,5 @@
+import { AppShell } from "@/components/app-shell";
+
+export default function ImportLayout({ children }: { children: React.ReactNode }) {
+  return <AppShell>{children}</AppShell>;
+}

frontend/app/import/page.tsx

@@ -0,0 +1,15 @@
+import { GedcomImport } from "@/components/gedcom-import";
+
+export default function ImportPage() {
+  return (
+    <div className="space-y-6">
+      <div>
+        <h1 className="text-2xl font-semibold">Import</h1>
+        <p className="mt-1 text-sm text-[var(--muted)]">
+          Bring in a GEDCOM file — start a brand-new tree, or add to one you already have.
+        </p>
+      </div>
+      <GedcomImport />
+    </div>
+  );
+}

frontend/app/layout.tsx

@@ -18,9 +18,16 @@ export const metadata: Metadata = {
   icons: { icon: "/favicon.svg" },
 };
 
+// Sets the theme class before first paint to avoid a flash; reads the saved
+// choice ("light"/"dark"/"system") or falls back to the OS preference.
+const themeScript = `(function(){try{var t=localStorage.getItem("theme");var d=t==="dark"||((!t||t==="system")&&window.matchMedia("(prefers-color-scheme: dark)").matches);document.documentElement.classList.toggle("dark",d);}catch(e){}})();`;
+
 export default function RootLayout({ children }: { children: React.ReactNode }) {
   return (
-    <html lang="en" className={`${serif.variable} ${sans.variable}`}>
+    <html lang="en" className={`${serif.variable} ${sans.variable}`} suppressHydrationWarning>
+      <head>
+        <script dangerouslySetInnerHTML={{ __html: themeScript }} />
+      </head>
       <body className="min-h-screen antialiased">{children}</body>
     </html>
   );

frontend/app/p/[treeId]/page.tsx

@@ -0,0 +1,157 @@
+"use client";
+
+import Link from "next/link";
+import { useParams, useRouter } from "next/navigation";
+import { useEffect, useMemo, useState } from "react";
+
+import { api } from "@/lib/api/client";
+import type { components } from "@/lib/api/schema";
+import { Card, CardContent } from "@/components/ui/card";
+import { Input } from "@/components/ui/input";
+import { PublicTreeChart } from "@/components/public-tree-chart";
+
+type Person = components["schemas"]["PersonRead"];
+type Event = components["schemas"]["EventRead"];
+type Relationship = components["schemas"]["RelationshipRead"];
+type Tree = components["schemas"]["PublicTreeRead"];
+
+// Public, no-login view of a tree. Everything here is already redacted by the
+// /api/v1/public surface (living people show as "Living person").
+export default function PublicTreePage() {
+  const { treeId } = useParams<{ treeId: string }>();
+  const router = useRouter();
+  const [tree, setTree] = useState<Tree | null>(null);
+  const [people, setPeople] = useState<Person[]>([]);
+  const [events, setEvents] = useState<Event[]>([]);
+  const [rels, setRels] = useState<Relationship[]>([]);
+  const [focusId, setFocusId] = useState<string | null>(null);
+  const [status, setStatus] = useState<"loading" | "ready" | "notfound">("loading");
+  const [search, setSearch] = useState("");
+
+  useEffect(() => {
+    let cancelled = false;
+    (async () => {
+      const t = await api.GET("/api/v1/public/trees/{tree_id}", {
+        params: { path: { tree_id: treeId } },
+      });
+      if (cancelled) return;
+      if (!t.data) {
+        setStatus("notfound");
+        return;
+      }
+      const [p, e, r] = await Promise.all([
+        api.GET("/api/v1/public/trees/{tree_id}/persons", { params: { path: { tree_id: treeId } } }),
+        api.GET("/api/v1/public/trees/{tree_id}/events", { params: { path: { tree_id: treeId } } }),
+        api.GET("/api/v1/public/trees/{tree_id}/relationships", {
+          params: { path: { tree_id: treeId } },
+        }),
+      ]);
+      if (cancelled) return;
+      const ppl = p.data ?? [];
+      const home = t.data.home_person_id;
+      const homeId = home && ppl.some((x) => x.id === home) ? home : null;
+      setTree(t.data);
+      setPeople(ppl);
+      setEvents(e.data ?? []);
+      setRels(r.data ?? []);
+      setFocusId((cur) => cur ?? homeId ?? ppl[0]?.id ?? null);
+      setStatus("ready");
+    })();
+    return () => {
+      cancelled = true;
+    };
+  }, [treeId]);
+
+  const years = useMemo(() => {
+    const m = new Map<string, string>();
+    const yr = (e: Event) => (e.date_start ? e.date_start.slice(0, 4) : e.date_value ?? "");
+    for (const p of people) {
+      const b = events.find((e) => e.person_id === p.id && e.event_type === "birth");
+      const d = events.find((e) => e.person_id === p.id && e.event_type === "death");
+      const parts = [b ? yr(b) : "", d ? yr(d) : ""];
+      if (parts[0] || parts[1]) m.set(p.id, `${parts[0]}–${parts[1]}`.replace(/^–$/, ""));
+    }
+    return m;
+  }, [people, events]);
+
+  const shown = useMemo(() => {
+    const q = search.trim().toLowerCase();
+    const sorted = [...people].sort((a, b) =>
+      (a.primary_name ?? "").localeCompare(b.primary_name ?? ""),
+    );
+    return (q ? sorted.filter((p) => (p.primary_name ?? "").toLowerCase().includes(q)) : sorted).slice(
+      0,
+      300,
+    );
+  }, [people, search]);
+
+  if (status === "loading") return <p className="text-[var(--muted)]">Loading…</p>;
+  if (status === "notfound")
+    return (
+      <div className="space-y-2">
+        <h1 className="text-2xl font-semibold">Not available</h1>
+        <p className="text-[var(--muted)]">
+          This tree isn’t public, or the link is wrong.{" "}
+          <Link href="/login" className="text-bronze hover:underline">
+            Sign in
+          </Link>{" "}
+          if it’s yours.
+        </p>
+      </div>
+    );
+
+  return (
+    <div className="space-y-6">
+      <div className="mx-auto w-full max-w-5xl">
+        <h1 className="font-serif text-3xl font-semibold">{tree?.name}</h1>
+        {tree?.description && <p className="mt-1 text-[var(--muted)]">{tree.description}</p>}
+        <p className="mt-1 text-sm text-[var(--muted)]">
+          {people.length} {people.length === 1 ? "person" : "people"} · living people are hidden
+        </p>
+      </div>
+
+      {/* Chart spans the full canvas (the layout removes max-width for /p/<id>). */}
+      {focusId && people.length > 0 && (
+        <PublicTreeChart
+          people={people}
+          rels={rels}
+          events={events}
+          focusId={focusId}
+          onFocus={setFocusId}
+          onOpen={(id) => router.push(`/p/${treeId}/persons/${id}`)}
+        />
+      )}
+
+      <div className="mx-auto w-full max-w-5xl space-y-3">
+        <h2 className="font-serif text-base font-semibold">All people</h2>
+        <Input
+          className="w-72"
+          placeholder="Search people…"
+          value={search}
+          onChange={(e) => setSearch(e.target.value)}
+        />
+      </div>
+
+      <Card className="mx-auto w-full max-w-5xl overflow-hidden">
+        <CardContent className="p-0">
+          {shown.length === 0 ? (
+            <div className="px-4 py-6 text-sm text-[var(--muted)]">No matches.</div>
+          ) : (
+            shown.map((p, i) => (
+              <Link
+                key={p.id}
+                href={`/p/${treeId}/persons/${p.id}`}
+                className={`flex items-center justify-between gap-3 px-4 py-2.5 text-sm transition-colors hover:bg-bronze/[0.05] ${
+                  i > 0 ? "border-t border-[var(--border)]" : ""
+                }`}
+              >
+                <span className="truncate font-medium">{p.primary_name ?? "Unnamed"}</span>
+                <span className="shrink-0 text-xs text-[var(--muted)]">{years.get(p.id) ?? ""}</span>
+              </Link>
+            ))
+          )}
+        </CardContent>
+      </Card>
+    </div>
+  );
+}

frontend/app/p/[treeId]/persons/[personId]/page.tsx

@@ -0,0 +1,163 @@
+"use client";
+
+import Link from "next/link";
+import { useParams } from "next/navigation";
+import { useEffect, useMemo, useState } from "react";
+
+import { api } from "@/lib/api/client";
+import type { components } from "@/lib/api/schema";
+import { Card, CardContent } from "@/components/ui/card";
+
+type Person = components["schemas"]["PersonRead"];
+type Name = components["schemas"]["NameRead"];
+type Event = components["schemas"]["EventRead"];
+type Relationship = components["schemas"]["RelationshipRead"];
+
+// Public, no-login person view. The /api/v1/public surface returns only what an
+// anonymous viewer may see: deceased people in full, living people redacted.
+export default function PublicPersonPage() {
+  const { treeId, personId } = useParams<{ treeId: string; personId: string }>();
+  const [person, setPerson] = useState<Person | null>(null);
+  const [names, setNames] = useState<Name[]>([]);
+  const [events, setEvents] = useState<Event[]>([]);
+  const [people, setPeople] = useState<Person[]>([]);
+  const [rels, setRels] = useState<Relationship[]>([]);
+  const [status, setStatus] = useState<"loading" | "ready" | "notfound">("loading");
+
+  useEffect(() => {
+    let cancelled = false;
+    (async () => {
+      const pr = await api.GET("/api/v1/public/trees/{tree_id}/persons/{person_id}", {
+        params: { path: { tree_id: treeId, person_id: personId } },
+      });
+      if (cancelled) return;
+      if (!pr.data) {
+        setStatus("notfound");
+        return;
+      }
+      const [nm, ev, ppl, rl] = await Promise.all([
+        api.GET("/api/v1/public/trees/{tree_id}/persons/{person_id}/names", {
+          params: { path: { tree_id: treeId, person_id: personId } },
+        }),
+        api.GET("/api/v1/public/trees/{tree_id}/persons/{person_id}/events", {
+          params: { path: { tree_id: treeId, person_id: personId } },
+        }),
+        api.GET("/api/v1/public/trees/{tree_id}/persons", { params: { path: { tree_id: treeId } } }),
+        api.GET("/api/v1/public/trees/{tree_id}/relationships", {
+          params: { path: { tree_id: treeId } },
+        }),
+      ]);
+      if (cancelled) return;
+      setPerson(pr.data);
+      setNames(nm.data ?? []);
+      setEvents(ev.data ?? []);
+      setPeople(ppl.data ?? []);
+      setRels(rl.data ?? []);
+      setStatus("ready");
+    })();
+    return () => {
+      cancelled = true;
+    };
+  }, [treeId, personId]);
+
+  const nameOf = useMemo(
+    () => (id: string) => people.find((p) => p.id === id)?.primary_name ?? "Unknown",
+    [people],
+  );
+
+  const parents = rels.filter((r) => r.type === "parent_child" && r.person_to_id === personId);
+  const children = rels.filter((r) => r.type === "parent_child" && r.person_from_id === personId);
+  const partners = rels.filter(
+    (r) => r.type === "partnership" && (r.person_from_id === personId || r.person_to_id === personId),
+  );
+  const otherEnd = (r: Relationship) =>
+    r.person_from_id === personId ? r.person_to_id : r.person_from_id;
+
+  if (status === "loading") return <p className="text-[var(--muted)]">Loading…</p>;
+  if (status === "notfound")
+    return (
+      <div className="space-y-2">
+        <h1 className="text-2xl font-semibold">Not available</h1>
+        <p className="text-[var(--muted)]">This person isn’t publicly visible.</p>
+        <Link href={`/p/${treeId}`} className="text-sm text-bronze hover:underline">
+          ← Back to the tree
+        </Link>
+      </div>
+    );
+
+  const relGroup = (label: string, items: Relationship[]) =>
+    items.length > 0 && (
+      <div>
+        <h3 className="text-sm font-semibold text-bronze">{label}</h3>
+        <ul className="mt-1 space-y-1">
+          {items.map((r) => (
+            <li key={r.id} className="text-sm">
+              <Link
+                href={`/p/${treeId}/persons/${otherEnd(r)}`}
+                className="hover:underline"
+              >
+                {nameOf(otherEnd(r))}
+                {r.qualifier ? <span className="text-[var(--muted)]"> · {r.qualifier}</span> : null}
+              </Link>
+            </li>
+          ))}
+        </ul>
+      </div>
+    );
+
+  return (
+    <div className="space-y-6">
+      <Link href={`/p/${treeId}`} className="text-sm text-[var(--muted)] hover:underline">
+        ← Back to the tree
+      </Link>
+
+      <h1 className="font-serif text-3xl font-semibold">{person?.primary_name ?? "Unnamed"}</h1>
+
+      <div className="grid gap-5 sm:grid-cols-2">
+        {events.length > 0 && (
+          <Card>
+            <CardContent className="space-y-2 p-5">
+              <h2 className="font-serif text-base font-semibold">Events</h2>
+              <ul className="space-y-1 text-sm">
+                {events.map((e) => (
+                  <li key={e.id} className="flex justify-between gap-3">
+                    <span className="capitalize">{e.event_type}</span>
+                    <span className="text-[var(--muted)]">
+                      {e.date_value ?? e.date_start ?? ""}
+                    </span>
+                  </li>
+                ))}
+              </ul>
+            </CardContent>
+          </Card>
+        )}
+
+        {names.length > 1 && (
+          <Card>
+            <CardContent className="space-y-2 p-5">
+              <h2 className="font-serif text-base font-semibold">Names</h2>
+              <ul className="space-y-1 text-sm">
+                {names.map((n) => (
+                  <li key={n.id} className="flex justify-between gap-3">
+                    <span>{[n.given, n.surname].filter(Boolean).join(" ") || "—"}</span>
+                    <span className="text-[var(--muted)]">{n.name_type}</span>
+                  </li>
+                ))}
+              </ul>
+            </CardContent>
+          </Card>
+        )}
+      </div>
+
+      {(parents.length > 0 || children.length > 0 || partners.length > 0) && (
+        <Card>
+          <CardContent className="grid gap-4 p-5 sm:grid-cols-3">
+            {relGroup("Parents", parents)}
+            {relGroup("Partners", partners)}
+            {relGroup("Children", children)}
+          </CardContent>
+        </Card>
+      )}
+    </div>
+  );
+}

frontend/app/p/layout.tsx

@@ -0,0 +1,21 @@
+"use client";
+
+import { usePathname } from "next/navigation";
+
+import { PublicHeader } from "@/components/public-header";
+
+// Public viewing surface — no auth, no app sidebar. The tree page (/p/<id>)
+// wants the whole canvas like the member tree view; the person detail page
+// reads better in a centered column.
+export default function PublicLayout({ children }: { children: React.ReactNode }) {
+  const pathname = usePathname();
+  const fullWidth = /^\/p\/[^/]+$/.test(pathname);
+  return (
+    <div className="min-h-screen">
+      <PublicHeader />
+      <main className={fullWidth ? "w-full px-4 py-6 md:px-6" : "mx-auto max-w-5xl px-4 py-8"}>
+        {children}
+      </main>
+    </div>
+  );
+}

frontend/app/page.tsx

@@ -31,6 +31,9 @@ export default function Home() {
             <img src="/provenance-logo-plain.svg" alt="Provenance" className="h-7 w-auto" />
           </Link>
           <nav className="flex items-center gap-5 text-sm">
+            <Link href="/explore" className="text-[var(--muted)] hover:text-[var(--foreground)]">
+              Explore
+            </Link>
             <Link href="/trees" className="text-[var(--muted)] hover:text-[var(--foreground)]">
               Trees
             </Link>
@@ -66,6 +69,11 @@ export default function Home() {
                   Sign in
                 </Button>
               </Link>
+              <Link href="/explore">
+                <Button size="lg" variant="ghost">
+                  Explore public trees
+                </Button>
+              </Link>
             </div>
           </div>
 

frontend/app/robots.ts

@@ -0,0 +1,15 @@
+import type { MetadataRoute } from "next";
+
+// Allow crawlers on the public surface; keep the authenticated app out of the
+// index. (Per-tree noindex for `unlisted`/`site_members` pages needs server
+// rendering — tracked as a follow-up; those trees aren't linked or listed, so
+// they aren't discoverable by crawl in the meantime.)
+export default function robots(): MetadataRoute.Robots {
+  return {
+    rules: {
+      userAgent: "*",
+      allow: ["/", "/p/"],
+      disallow: ["/trees", "/settings", "/import", "/login", "/register"],
+    },
+  };
+}

frontend/app/settings/layout.tsx

@@ -0,0 +1,5 @@
+import { AppShell } from "@/components/app-shell";
+
+export default function SettingsLayout({ children }: { children: React.ReactNode }) {
+  return <AppShell>{children}</AppShell>;
+}

frontend/app/settings/page.tsx

@@ -0,0 +1,229 @@
+"use client";
+
+import { useEffect, useRef, useState } from "react";
+import { useRouter } from "next/navigation";
+
+import { api } from "@/lib/api/client";
+import { Button } from "@/components/ui/button";
+import { Card, CardContent, CardHeader, CardTitle } from "@/components/ui/card";
+import { Input } from "@/components/ui/input";
+
+export default function SettingsPage() {
+  const router = useRouter();
+  const [me, setMe] = useState<{ display_name: string | null; email: string } | null>(null);
+
+  const [current, setCurrent] = useState("");
+  const [next, setNext] = useState("");
+  const [confirm, setConfirm] = useState("");
+  const [msg, setMsg] = useState<{ kind: "ok" | "err"; text: string } | null>(null);
+  const [busy, setBusy] = useState(false);
+
+  // Data export / restore / delete.
+  const [exporting, setExporting] = useState(false);
+  const [restoreMsg, setRestoreMsg] = useState<string | null>(null);
+  const [restoring, setRestoring] = useState(false);
+  const restoreRef = useRef<HTMLInputElement>(null);
+  const [deleteConfirm, setDeleteConfirm] = useState("");
+  const [deleting, setDeleting] = useState(false);
+
+  useEffect(() => {
+    api.GET("/api/v1/users/me").then((r) => setMe(r.data ?? null));
+  }, []);
+
+  async function exportData() {
+    setExporting(true);
+    const resp = await fetch("/api/v1/users/me/export", { credentials: "include" });
+    if (resp.ok) {
+      const blob = await resp.blob();
+      const url = URL.createObjectURL(blob);
+      const a = document.createElement("a");
+      a.href = url;
+      a.download = "provenance-export.zip";
+      a.click();
+      URL.revokeObjectURL(url);
+    }
+    setExporting(false);
+  }
+
+  async function restoreData(e: React.ChangeEvent<HTMLInputElement>) {
+    const file = e.target.files?.[0];
+    if (restoreRef.current) restoreRef.current.value = "";
+    if (!file) return;
+    setRestoring(true);
+    setRestoreMsg(null);
+    const fd = new FormData();
+    fd.append("file", file);
+    const resp = await fetch("/api/v1/users/me/import", {
+      method: "POST",
+      body: fd,
+      credentials: "include",
+    });
+    setRestoring(false);
+    if (resp.ok) {
+      const c = await resp.json();
+      setRestoreMsg(`Restored ${c.trees} tree(s), ${c.persons} people into new trees.`);
+    } else {
+      setRestoreMsg("That doesn't look like a valid Provenance export.");
+    }
+  }
+
+  async function deleteAccount() {
+    if (deleteConfirm !== me?.email) return;
+    setDeleting(true);
+    const fd = new FormData();
+    fd.append("confirm_email", deleteConfirm);
+    const resp = await fetch("/api/v1/users/me", {
+      method: "DELETE",
+      body: fd,
+      credentials: "include",
+    });
+    setDeleting(false);
+    if (resp.ok) {
+      await api.POST("/api/v1/auth/logout");
+      router.push("/register");
+    }
+  }
+
+  async function changePassword(e: React.FormEvent) {
+    e.preventDefault();
+    setMsg(null);
+    if (next.length < 8) {
+      setMsg({ kind: "err", text: "New password must be at least 8 characters." });
+      return;
+    }
+    if (next !== confirm) {
+      setMsg({ kind: "err", text: "New passwords don't match." });
+      return;
+    }
+    setBusy(true);
+    const { error } = await api.POST("/api/v1/auth/change-password", {
+      body: { current_password: current, new_password: next },
+    });
+    setBusy(false);
+    if (error) {
+      setMsg({ kind: "err", text: "Current password is incorrect." });
+      return;
+    }
+    setCurrent("");
+    setNext("");
+    setConfirm("");
+    setMsg({ kind: "ok", text: "Password changed." });
+  }
+
+  return (
+    <div className="space-y-6">
+      <h1 className="text-2xl font-semibold">Settings</h1>
+
+      <Card>
+        <CardHeader>
+          <CardTitle className="text-base">Account</CardTitle>
+        </CardHeader>
+        <CardContent className="space-y-1 text-sm">
+          <div>
+            <span className="text-[var(--muted)]">Name: </span>
+            {me?.display_name ?? "—"}
+          </div>
+          <div>
+            <span className="text-[var(--muted)]">Email: </span>
+            {me?.email ?? "—"}
+          </div>
+        </CardContent>
+      </Card>
+
+      <Card>
+        <CardHeader>
+          <CardTitle className="text-base">Change password</CardTitle>
+        </CardHeader>
+        <CardContent>
+          <form onSubmit={changePassword} className="flex max-w-sm flex-col gap-3">
+            <Input
+              type="password"
+              placeholder="Current password"
+              autoComplete="current-password"
+              value={current}
+              onChange={(e) => setCurrent(e.target.value)}
+            />
+            <Input
+              type="password"
+              placeholder="New password (min 8 chars)"
+              autoComplete="new-password"
+              value={next}
+              onChange={(e) => setNext(e.target.value)}
+            />
+            <Input
+              type="password"
+              placeholder="Confirm new password"
+              autoComplete="new-password"
+              value={confirm}
+              onChange={(e) => setConfirm(e.target.value)}
+            />
+            {msg && (
+              <p className={msg.kind === "ok" ? "text-sm text-bronze" : "text-sm text-red-600"}>
+                {msg.text}
+              </p>
+            )}
+            <Button type="submit" disabled={busy || !current || !next}>
+              {busy ? "Saving…" : "Change password"}
+            </Button>
+          </form>
+        </CardContent>
+      </Card>
+
+      <Card>
+        <CardHeader>
+          <CardTitle className="text-base">Your data</CardTitle>
+        </CardHeader>
+        <CardContent className="space-y-5">
+          <div className="space-y-2">
+            <p className="text-sm text-[var(--muted)]">
+              Download a complete backup of every tree you own — people, sources, media, and
+              all — as a zip.
+            </p>
+            <Button variant="outline" onClick={exportData} disabled={exporting}>
+              {exporting ? "Preparing…" : "Export all my data"}
+            </Button>
+          </div>
+
+          <div className="space-y-2 border-t border-[var(--border)] pt-4">
+            <p className="text-sm text-[var(--muted)]">
+              Restore a backup. It’s imported into <strong>new</strong> trees — nothing existing
+              is touched or overwritten.
+            </p>
+            <input ref={restoreRef} type="file" accept=".zip" onChange={restoreData} className="hidden" />
+            <Button variant="outline" onClick={() => restoreRef.current?.click()} disabled={restoring}>
+              {restoring ? "Restoring…" : "Restore from backup"}
+            </Button>
+            {restoreMsg && <p className="text-sm text-bronze">{restoreMsg}</p>}
+          </div>
+        </CardContent>
+      </Card>
+
+      <Card className="border-red-300/60">
+        <CardHeader>
+          <CardTitle className="text-base text-red-700">Delete account</CardTitle>
+        </CardHeader>
+        <CardContent className="space-y-3">
+          <p className="text-sm text-[var(--muted)]">
+            This deletes your account, the trees you own, and signs you out everywhere. Export
+            your data first if you might want it. Type <strong>{me?.email}</strong> to confirm.
+          </p>
+          <div className="flex max-w-sm flex-col gap-2">
+            <Input
+              placeholder="your email"
+              value={deleteConfirm}
+              onChange={(e) => setDeleteConfirm(e.target.value)}
+            />
+            <Button
+              variant="ghost"
+              className="bg-red-600 text-white hover:bg-red-700 hover:text-white"
+              onClick={deleteAccount}
+              disabled={deleting || deleteConfirm !== me?.email}
+            >
+              {deleting ? "Deleting…" : "Permanently delete my account"}
+            </Button>
+          </div>
+        </CardContent>
+      </Card>
+    </div>
+  );
+}

frontend/app/trees/[id]/cleanup/page.tsx

@@ -0,0 +1,407 @@
+"use client";
+
+import { useCallback, useEffect, useRef, useState } from "react";
+import { useParams } from "next/navigation";
+
+import { api } from "@/lib/api/client";
+import type { components } from "@/lib/api/schema";
+import { Button } from "@/components/ui/button";
+import { Card, CardContent, CardHeader, CardTitle } from "@/components/ui/card";
+import { Input } from "@/components/ui/input";
+
+type Deceased = components["schemas"]["DeceasedCandidate"];
+type GenderProp = components["schemas"]["GenderProposal"];
+type NameIssue = components["schemas"]["NameIssue"];
+type Person = components["schemas"]["PersonRead"];
+
+const ISSUE_LABEL: Record<string, string> = {
+  date_in_surname: "date in surname",
+  date_in_given: "date in given name",
+  no_surname: "no surname",
+  packed_given: "long given name",
+};
+
+export default function CleanupPage() {
+  const params = useParams<{ id: string }>();
+  const treeId = params.id;
+
+  // 1) Deceased by birth year
+  const [year, setYear] = useState(1930);
+  const [deceased, setDeceased] = useState<Deceased[] | null>(null);
+  const [decSel, setDecSel] = useState<Set<string>>(new Set());
+  const [decMsg, setDecMsg] = useState<string | null>(null);
+
+  // 2) Gender from source GEDCOM
+  const [gender, setGender] = useState<GenderProp[] | null>(null);
+  const [genSel, setGenSel] = useState<Set<string>>(new Set());
+  const [genMsg, setGenMsg] = useState<string | null>(null);
+  const genFile = useRef<HTMLInputElement>(null);
+
+  // People still missing a sex (manual mop-up)
+  const [unset, setUnset] = useState<Person[] | null>(null);
+
+  // 3) Name issues
+  const [issues, setIssues] = useState<NameIssue[] | null>(null);
+  const [edits, setEdits] = useState<Record<string, { given: string; surname: string; on: boolean }>>({});
+  const [nameMsg, setNameMsg] = useState<string | null>(null);
+
+  async function previewDeceased() {
+    setDecMsg(null);
+    const { data } = await api.GET("/api/v1/trees/{tree_id}/cleanup/deceased", {
+      params: { path: { tree_id: treeId }, query: { born_on_or_before: year } },
+    });
+    setDeceased(data ?? []);
+    setDecSel(new Set((data ?? []).map((d) => d.person_id)));
+  }
+  async function applyDeceased() {
+    const ids = [...decSel];
+    const { data } = await api.POST("/api/v1/trees/{tree_id}/cleanup/deceased", {
+      params: { path: { tree_id: treeId } },
+      body: { person_ids: ids },
+    });
+    setDecMsg(`Marked ${data?.updated ?? 0} people deceased.`);
+    setDeceased(null);
+  }
+
+  async function previewGender(e: React.ChangeEvent<HTMLInputElement>) {
+    const file = e.target.files?.[0];
+    if (genFile.current) genFile.current.value = "";
+    if (!file) return;
+    setGenMsg(null);
+    const fd = new FormData();
+    fd.append("file", file);
+    const resp = await fetch(`/api/v1/trees/${treeId}/cleanup/gender/preview`, {
+      method: "POST",
+      body: fd,
+      credentials: "include",
+    });
+    if (resp.ok) {
+      const data: GenderProp[] = await resp.json();
+      setGender(data);
+      setGenSel(new Set(data.map((g) => g.person_id)));
+    }
+  }
+  const loadUnset = useCallback(async () => {
+    const { data } = await api.GET("/api/v1/trees/{tree_id}/persons", {
+      params: { path: { tree_id: treeId } },
+    });
+    setUnset(
+      (data ?? [])
+        .filter((p) => !p.gender)
+        .sort((a, b) => (a.primary_name ?? "").localeCompare(b.primary_name ?? "")),
+    );
+  }, [treeId]);
+
+  async function setSex(personId: string, gender: "male" | "female") {
+    await api.PATCH("/api/v1/trees/{tree_id}/persons/{person_id}", {
+      params: { path: { tree_id: treeId, person_id: personId } },
+      body: { gender },
+    });
+    setUnset((prev) => (prev ? prev.filter((p) => p.id !== personId) : prev));
+  }
+
+  async function guessGender() {
+    setGenMsg(null);
+    const { data } = await api.GET("/api/v1/trees/{tree_id}/cleanup/gender/guess", {
+      params: { path: { tree_id: treeId } },
+    });
+    setGender(data ?? []);
+    setGenSel(new Set((data ?? []).map((g) => g.person_id)));
+  }
+
+  async function guessGenderFromSpouse() {
+    setGenMsg(null);
+    const { data } = await api.GET("/api/v1/trees/{tree_id}/cleanup/gender/from-spouse", {
+      params: { path: { tree_id: treeId } },
+    });
+    setGender(data ?? []);
+    setGenSel(new Set((data ?? []).map((g) => g.person_id)));
+  }
+
+  async function applyGender() {
+    const updates = (gender ?? [])
+      .filter((g) => genSel.has(g.person_id))
+      .map((g) => ({ person_id: g.person_id, gender: g.proposed_gender }));
+    const { data } = await api.POST("/api/v1/trees/{tree_id}/cleanup/gender", {
+      params: { path: { tree_id: treeId } },
+      body: { updates },
+    });
+    setGenMsg(`Set gender on ${data?.updated ?? 0} people.`);
+    setGender(null);
+    loadUnset();
+  }
+
+  const loadNames = useCallback(async () => {
+    setNameMsg(null);
+    const { data } = await api.GET("/api/v1/trees/{tree_id}/cleanup/names", {
+      params: { path: { tree_id: treeId } },
+    });
+    setIssues(data ?? []);
+    const init: Record<string, { given: string; surname: string; on: boolean }> = {};
+    for (const i of data ?? []) {
+      init[i.name_id] = { given: i.given ?? "", surname: i.surname ?? "", on: false };
+    }
+    setEdits(init);
+  }, [treeId]);
+
+  useEffect(() => {
+    loadNames();
+    loadUnset();
+  }, [loadNames, loadUnset]);
+
+  async function applyNames() {
+    const chosen = (issues ?? []).filter((i) => edits[i.name_id]?.on);
+    const body = {
+      edits: chosen.map((i) => ({
+        name_id: i.name_id,
+        given: edits[i.name_id].given,
+        surname: edits[i.name_id].surname,
+      })),
+    };
+    if (!body.edits.length) return;
+    const { data } = await api.POST("/api/v1/trees/{tree_id}/cleanup/names", {
+      params: { path: { tree_id: treeId } },
+      body,
+    });
+    setNameMsg(`Fixed ${data?.updated ?? 0} names.`);
+    loadNames();
+  }
+
+  const toggle = (set: Set<string>, id: string, setter: (s: Set<string>) => void) => {
+    const n = new Set(set);
+    if (n.has(id)) n.delete(id);
+    else n.add(id);
+    setter(n);
+  };
+
+  return (
+    <div className="space-y-6">
+      <div>
+        <h1 className="text-2xl font-semibold">Cleanup</h1>
+        <p className="mt-1 text-sm text-[var(--muted)]">
+          Fix common import messes in bulk. Each tool previews its changes — nothing is saved
+          until you apply.
+        </p>
+      </div>
+
+      {/* 1) Deceased by year */}
+      <Card>
+        <CardHeader>
+          <CardTitle className="text-base">Mark deceased by birth year</CardTitle>
+        </CardHeader>
+        <CardContent className="space-y-3">
+          <div className="flex flex-wrap items-end gap-2">
+            <label className="flex flex-col gap-1 text-sm">
+              <span className="text-xs text-[var(--muted)]">Born on or before</span>
+              <Input
+                type="number"
+                className="w-28"
+                value={year}
+                onChange={(e) => setYear(Number(e.target.value))}
+              />
+            </label>
+            <Button variant="outline" onClick={previewDeceased}>
+              Preview
+            </Button>
+          </div>
+          {decMsg && <p className="text-sm text-bronze">{decMsg}</p>}
+          {deceased && (
+            <div className="space-y-2">
+              <p className="text-sm text-[var(--muted)]">
+                {deceased.length} people born ≤ {year} (not already marked deceased).
+              </p>
+              <ul className="max-h-64 divide-y divide-[var(--border)] overflow-auto rounded-lg border border-[var(--border)]">
+                {deceased.map((d) => (
+                  <li key={d.person_id} className="flex items-center gap-3 px-3 py-1.5 text-sm">
+                    <input
+                      type="checkbox"
+                      checked={decSel.has(d.person_id)}
+                      onChange={() => toggle(decSel, d.person_id, setDecSel)}
+                    />
+                    <span className="flex-1">{d.name}</span>
+                    <span className="text-xs text-[var(--muted)]">b. {d.birth_year}</span>
+                  </li>
+                ))}
+              </ul>
+              {deceased.length > 0 && (
+                <Button onClick={applyDeceased}>Mark {decSel.size} deceased</Button>
+              )}
+            </div>
+          )}
+        </CardContent>
+      </Card>
+
+      {/* 2) Gender from source */}
+      <Card>
+        <CardHeader>
+          <CardTitle className="text-base">Set sex from a source GEDCOM</CardTitle>
+        </CardHeader>
+        <CardContent className="space-y-3">
+          <p className="text-sm text-[var(--muted)]">
+            Upload your source <code>.ged</code> (it carries each person’s sex). We match by
+            name and propose sex only for people who don’t have it set.
+          </p>
+          <input
+            ref={genFile}
+            type="file"
+            accept=".ged,.gedcom,text/plain"
+            onChange={previewGender}
+            className="hidden"
+          />
+          <div className="flex flex-wrap gap-2">
+            <Button variant="outline" onClick={() => genFile.current?.click()}>
+              Choose source GEDCOM
+            </Button>
+            <Button variant="outline" onClick={guessGender}>
+              Guess from first name
+            </Button>
+            <Button variant="outline" onClick={guessGenderFromSpouse}>
+              Infer from spouse
+            </Button>
+          </div>
+          <p className="text-xs text-[var(--muted)]">
+            “Guess from first name” uses a built-in name dictionary for people with no sex set.
+            “Infer from spouse” sets the opposite sex for an unset partner of someone whose sex is
+            known (e.g. a confirmed-male husband ⇒ a female wife) — review before applying, since
+            it assumes opposite-sex couples.
+          </p>
+          {genMsg && <p className="text-sm text-bronze">{genMsg}</p>}
+          {gender && (
+            <div className="space-y-2">
+              <p className="text-sm text-[var(--muted)]">{gender.length} matches with a sex to set.</p>
+              <ul className="max-h-64 divide-y divide-[var(--border)] overflow-auto rounded-lg border border-[var(--border)]">
+                {gender.map((g) => (
+                  <li key={g.person_id} className="flex items-center gap-3 px-3 py-1.5 text-sm">
+                    <input
+                      type="checkbox"
+                      checked={genSel.has(g.person_id)}
+                      onChange={() => toggle(genSel, g.person_id, setGenSel)}
+                    />
+                    <span className="flex-1">{g.name}</span>
+                    <span
+                      className="text-xs"
+                      style={{
+                        color:
+                          g.proposed_gender === "male"
+                            ? "rgb(120,159,172)"
+                            : "rgb(196,138,146)",
+                      }}
+                    >
+                      {g.proposed_gender}
+                    </span>
+                  </li>
+                ))}
+              </ul>
+              {gender.length > 0 && (
+                <Button onClick={applyGender}>Set sex on {genSel.size} people</Button>
+              )}
+            </div>
+          )}
+        </CardContent>
+      </Card>
+
+      {/* People still missing a sex */}
+      <Card>
+        <CardHeader>
+          <CardTitle className="text-base">
+            People with no sex set{unset ? ` (${unset.length})` : ""}
+          </CardTitle>
+        </CardHeader>
+        <CardContent className="space-y-3">
+          {unset === null ? (
+            <p className="text-sm text-[var(--muted)]">Loading…</p>
+          ) : unset.length === 0 ? (
+            <p className="text-sm text-[var(--muted)]">Everyone has a sex set. 🎉</p>
+          ) : (
+            <ul className="max-h-80 divide-y divide-[var(--border)] overflow-auto rounded-lg border border-[var(--border)]">
+              {unset.map((p) => (
+                <li key={p.id} className="flex items-center gap-3 px-3 py-1.5 text-sm">
+                  <a
+                    href={`/trees/${treeId}/persons/${p.id}`}
+                    className="flex-1 truncate hover:underline"
+                  >
+                    {p.primary_name ?? "Unnamed"}
+                  </a>
+                  <button
+                    onClick={() => setSex(p.id, "male")}
+                    className="rounded px-2 py-0.5 text-xs"
+                    style={{ color: "rgb(120,159,172)", border: "1px solid rgb(120,159,172)" }}
+                  >
+                    ♂ Male
+                  </button>
+                  <button
+                    onClick={() => setSex(p.id, "female")}
+                    className="rounded px-2 py-0.5 text-xs"
+                    style={{ color: "rgb(196,138,146)", border: "1px solid rgb(196,138,146)" }}
+                  >
+                    ♀ Female
+                  </button>
+                </li>
+              ))}
+            </ul>
+          )}
+        </CardContent>
+      </Card>
+
+      {/* 3) Name issues */}
+      <Card>
+        <CardHeader>
+          <CardTitle className="text-base">Names that look broken</CardTitle>
+        </CardHeader>
+        <CardContent className="space-y-3">
+          {nameMsg && <p className="text-sm text-bronze">{nameMsg}</p>}
+          {issues === null ? (
+            <p className="text-sm text-[var(--muted)]">Scanning…</p>
+          ) : issues.length === 0 ? (
+            <p className="text-sm text-[var(--muted)]">No obvious name problems found.</p>
+          ) : (
+            <div className="space-y-2">
+              <p className="text-sm text-[var(--muted)]">
+                {issues.length} flagged. Edit given/surname, tick the ones to fix, then apply.
+              </p>
+              <ul className="space-y-2">
+                {issues.map((i) => {
+                  const e = edits[i.name_id] ?? { given: "", surname: "", on: false };
+                  return (
+                    <li key={i.name_id} className="flex flex-wrap items-center gap-2 text-sm">
+                      <input
+                        type="checkbox"
+                        checked={e.on}
+                        onChange={() =>
+                          setEdits((p) => ({ ...p, [i.name_id]: { ...e, on: !e.on } }))
+                        }
+                      />
+                      <Input
+                        className="h-9 w-40"
+                        placeholder="Given"
+                        value={e.given}
+                        onChange={(ev) =>
+                          setEdits((p) => ({ ...p, [i.name_id]: { ...e, given: ev.target.value } }))
+                        }
+                      />
+                      <Input
+                        className="h-9 w-40"
+                        placeholder="Surname"
+                        value={e.surname}
+                        onChange={(ev) =>
+                          setEdits((p) => ({
+                            ...p,
+                            [i.name_id]: { ...e, surname: ev.target.value },
+                          }))
+                        }
+                      />
+                      <span className="rounded bg-[var(--border)]/50 px-1.5 py-0.5 text-xs text-[var(--muted)]">
+                        {ISSUE_LABEL[i.issue] ?? i.issue}
+                      </span>
+                    </li>
+                  );
+                })}
+              </ul>
+              <Button onClick={applyNames}>Fix selected</Button>
+            </div>
+          )}
+        </CardContent>
+      </Card>
+    </div>
+  );
+}

frontend/app/trees/[id]/gedcom/page.tsx

@@ -1,65 +1,17 @@
 "use client";
 
-import Link from "next/link";
 import { useParams } from "next/navigation";
-import { useRef, useState } from "react";
 
-import { api } from "@/lib/api/client";
 import { Button } from "@/components/ui/button";
 import { Card, CardContent, CardHeader, CardTitle } from "@/components/ui/card";
-import { Input } from "@/components/ui/input";
+import { GedcomImport } from "@/components/gedcom-import";
 
-type Report = { counts: Record<string, number>; unmapped_tags: string[] };
-
-export default function GedcomPage() {
+export default function TreeGedcomPage() {
   const params = useParams<{ id: string }>();
   const treeId = params.id;
 
-  const [target, setTarget] = useState<"new" | "this">("new");
-  const [newName, setNewName] = useState("");
-  const [busy, setBusy] = useState(false);
-  const [report, setReport] = useState<Report | null>(null);
-  const [importedTreeId, setImportedTreeId] = useState<string | null>(null);
-  const fileRef = useRef<HTMLInputElement>(null);
-
-  async function onFile(e: React.ChangeEvent<HTMLInputElement>) {
-    const file = e.target.files?.[0];
-    if (!file) return;
-    setBusy(true);
-    setReport(null);
-    setImportedTreeId(null);
-
-    let tid = treeId;
-    if (target === "new") {
-      const { data } = await api.POST("/api/v1/trees", {
-        body: { name: newName.trim() || "Imported tree" },
-      });
-      if (!data) {
-        setBusy(false);
-        return;
-      }
-      tid = data.id;
-      setImportedTreeId(tid);
-    } else {
-      setImportedTreeId(treeId);
-    }
-
-    const fd = new FormData();
-    fd.append("file", file);
-    const resp = await fetch(`/api/v1/trees/${tid}/gedcom/import`, {
-      method: "POST",
-      body: fd,
-      credentials: "include",
-    });
-    if (resp.ok) setReport(await resp.json());
-    setBusy(false);
-    if (fileRef.current) fileRef.current.value = "";
-  }
-
   async function exportGed() {
-    const resp = await fetch(`/api/v1/trees/${treeId}/gedcom/export`, {
-      credentials: "include",
-    });
+    const resp = await fetch(`/api/v1/trees/${treeId}/gedcom/export`, { credentials: "include" });
     if (!resp.ok) return;
     const blob = await resp.blob();
     const url = URL.createObjectURL(blob);
@@ -74,76 +26,7 @@ export default function GedcomPage() {
     <div className="space-y-6">
       <h1 className="text-2xl font-semibold">Import &amp; export GEDCOM</h1>
 
-      <Card>
-        <CardHeader>
-          <CardTitle className="text-base">Import a GEDCOM file</CardTitle>
-        </CardHeader>
-        <CardContent className="space-y-4">
-          <label className="flex items-center gap-2 text-sm">
-            <input
-              type="radio"
-              name="target"
-              checked={target === "new"}
-              onChange={() => setTarget("new")}
-            />
-            Import into a <strong>new tree</strong> (recommended)
-          </label>
-          {target === "new" && (
-            <Input
-              className="max-w-xs"
-              placeholder="New tree name"
-              value={newName}
-              onChange={(e) => setNewName(e.target.value)}
-            />
-          )}
-          <label className="flex items-center gap-2 text-sm">
-            <input
-              type="radio"
-              name="target"
-              checked={target === "this"}
-              onChange={() => setTarget("this")}
-            />
-            Import into <strong>this tree</strong> (appends)
-          </label>
-          {target === "this" && (
-            <p className="rounded-md bg-bronze/[0.08] px-3 py-2 text-sm text-[var(--muted)]">
-              Importing appends everyone in the file as new records — it does not merge with
-              people already in this tree, so duplicates are possible.
-            </p>
-          )}
-
-          <input ref={fileRef} type="file" accept=".ged,.gedcom,text/plain" onChange={onFile} className="hidden" />
-          <Button onClick={() => fileRef.current?.click()} disabled={busy}>
-            {busy ? "Importing…" : "Choose GEDCOM file"}
-          </Button>
-
-          {report && (
-            <div className="space-y-3 rounded-lg border border-[var(--border)] p-4">
-              <div className="font-medium">Import complete</div>
-              <div className="flex flex-wrap gap-x-6 gap-y-1 text-sm text-[var(--muted)]">
-                {Object.entries(report.counts).map(([k, v]) => (
-                  <span key={k}>
-                    <span className="font-medium text-[var(--foreground)]">{v}</span> {k}
-                  </span>
-                ))}
-              </div>
-              {report.unmapped_tags.length > 0 && (
-                <div className="text-xs text-[var(--muted)]">
-                  Unmapped tags (skipped): {report.unmapped_tags.join(", ")}
-                </div>
-              )}
-              {importedTreeId && (
-                <Link
-                  href={`/trees/${importedTreeId}`}
-                  className="inline-block text-sm text-bronze hover:underline"
-                >
-                  Open the imported tree →
-                </Link>
-              )}
-            </div>
-          )}
-        </CardContent>
-      </Card>
+      <GedcomImport fixedTreeId={treeId} />
 
       <Card>
         <CardHeader>

frontend/app/trees/[id]/media/page.tsx

@@ -9,6 +9,9 @@ import { Button } from "@/components/ui/button";
 import { Card, CardContent } from "@/components/ui/card";
 
 type Media = components["schemas"]["MediaRead"];
+type Person = components["schemas"]["PersonRead"];
+
+const fieldCls = "h-8 w-full rounded-md border border-[var(--border)] bg-[var(--surface)] px-2 text-xs";
 
 function humanSize(bytes: number) {
   if (bytes < 1024) return `${bytes} B`;
@@ -22,6 +25,7 @@ export default function MediaPage() {
   const treeId = params.id;
 
   const [items, setItems] = useState<Media[]>([]);
+  const [people, setPeople] = useState<Person[]>([]);
   const [ready, setReady] = useState(false);
   const [uploading, setUploading] = useState(false);
   const fileRef = useRef<HTMLInputElement>(null);
@@ -34,10 +38,22 @@ export default function MediaPage() {
       router.push("/login");
       return;
     }
+    const ppl = await api.GET("/api/v1/trees/{tree_id}/persons", {
+      params: { path: { tree_id: treeId } },
+    });
     setItems(data ?? []);
+    setPeople(ppl.data ?? []);
     setReady(true);
   }, [router, treeId]);
 
+  async function linkPerson(mediaId: string, personId: string) {
+    await api.PATCH("/api/v1/trees/{tree_id}/media/{media_id}", {
+      params: { path: { tree_id: treeId, media_id: mediaId } },
+      body: { person_id: personId || null },
+    });
+    load();
+  }
+
   useEffect(() => {
     load();
   }, [load]);
@@ -124,6 +140,19 @@ export default function MediaPage() {
                     ×
                   </button>
                 </div>
+                <select
+                  className={`${fieldCls} mt-2`}
+                  value={m.person_id ?? ""}
+                  onChange={(e) => linkPerson(m.id, e.target.value)}
+                  title="Link to a person"
+                >
+                  <option value="">— link to person —</option>
+                  {people.map((p) => (
+                    <option key={p.id} value={p.id}>
+                      {p.primary_name ?? "Unnamed"}
+                    </option>
+                  ))}
+                </select>
               </CardContent>
             </Card>
           ))}

frontend/app/trees/[id]/members/page.tsx

@@ -0,0 +1,168 @@
+"use client";
+
+import { useParams } from "next/navigation";
+import { useCallback, useEffect, useState } from "react";
+
+import { api } from "@/lib/api/client";
+import type { components } from "@/lib/api/schema";
+import { Button } from "@/components/ui/button";
+import { Card, CardContent } from "@/components/ui/card";
+import { Input } from "@/components/ui/input";
+
+type Member = components["schemas"]["MembershipRead"];
+type Role = components["schemas"]["MembershipRole"];
+
+const ROLES: Role[] = ["owner", "editor", "viewer"];
+
+export default function MembersPage() {
+  const { id: treeId } = useParams<{ id: string }>();
+  const [members, setMembers] = useState<Member[]>([]);
+  const [meId, setMeId] = useState<string | null>(null);
+  const [email, setEmail] = useState("");
+  const [role, setRole] = useState<Role>("viewer");
+  const [msg, setMsg] = useState<string | null>(null);
+  const [ready, setReady] = useState(false);
+
+  const load = useCallback(async () => {
+    const [me, mem] = await Promise.all([
+      api.GET("/api/v1/users/me"),
+      api.GET("/api/v1/trees/{tree_id}/members", { params: { path: { tree_id: treeId } } }),
+    ]);
+    setMeId(me.data?.id ?? null);
+    setMembers(mem.data ?? []);
+    setReady(true);
+  }, [treeId]);
+
+  useEffect(() => {
+    load();
+  }, [load]);
+
+  const myRole = members.find((m) => m.user_id === meId)?.role;
+  const isOwner = myRole === "owner";
+
+  async function addMember(e: React.FormEvent) {
+    e.preventDefault();
+    setMsg(null);
+    const { error, response } = await api.POST("/api/v1/trees/{tree_id}/members", {
+      params: { path: { tree_id: treeId } },
+      body: { email: email.trim(), role },
+    });
+    if (error) {
+      setMsg(
+        response.status === 404
+          ? "No account on this site has that email — they need to register first."
+          : response.status === 409
+            ? "That person is already a member."
+            : "Couldn't add that member.",
+      );
+      return;
+    }
+    setEmail("");
+    load();
+  }
+
+  async function changeRole(membershipId: string, newRole: Role) {
+    const { error } = await api.PATCH("/api/v1/trees/{tree_id}/members/{membership_id}", {
+      params: { path: { tree_id: treeId, membership_id: membershipId } },
+      body: { role: newRole },
+    });
+    if (error) setMsg("Couldn't change role (a tree must keep at least one owner).");
+    load();
+  }
+
+  async function remove(membershipId: string) {
+    const { error } = await api.DELETE("/api/v1/trees/{tree_id}/members/{membership_id}", {
+      params: { path: { tree_id: treeId, membership_id: membershipId } },
+    });
+    if (error) setMsg("Couldn't remove (a tree must keep at least one owner).");
+    load();
+  }
+
+  if (!ready) return <p className="text-[var(--muted)]">Loading…</p>;
+
+  return (
+    <div className="space-y-6">
+      <div>
+        <h1 className="text-2xl font-semibold">Members</h1>
+        <p className="mt-1 text-sm text-[var(--muted)]">
+          Who can see and edit this tree. {isOwner ? "You're the owner." : `Your role: ${myRole}.`}
+        </p>
+      </div>
+
+      {isOwner && (
+        <Card>
+          <CardContent className="p-5">
+            <form onSubmit={addMember} className="flex flex-wrap items-end gap-2">
+              <label className="flex flex-col gap-1">
+                <span className="text-xs text-[var(--muted)]">Add by email (must have an account)</span>
+                <Input
+                  className="w-72"
+                  type="email"
+                  placeholder="person@example.com"
+                  value={email}
+                  onChange={(e) => setEmail(e.target.value)}
+                />
+              </label>
+              <select
+                className="h-9 rounded-md border border-[var(--border)] bg-[var(--surface)] px-2 text-sm"
+                value={role}
+                onChange={(e) => setRole(e.target.value as Role)}
+              >
+                <option value="viewer">Viewer</option>
+                <option value="editor">Editor</option>
+                <option value="owner">Owner</option>
+              </select>
+              <Button type="submit" disabled={!email.trim()}>
+                Add
+              </Button>
+            </form>
+            {msg && <p className="mt-2 text-sm text-bronze">{msg}</p>}
+          </CardContent>
+        </Card>
+      )}
+
+      <Card className="overflow-hidden">
+        <CardContent className="p-0">
+          {members.map((m, i) => (
+            <div
+              key={m.id}
+              className={`flex flex-wrap items-center justify-between gap-3 px-4 py-3 ${
+                i > 0 ? "border-t border-[var(--border)]" : ""
+              }`}
+            >
+              <div className="min-w-0">
+                <div className="truncate font-medium">{m.display_name || m.email}</div>
+                <div className="truncate text-xs text-[var(--muted)]">{m.email}</div>
+              </div>
+              {isOwner ? (
+                <div className="flex items-center gap-2">
+                  <select
+                    className="h-8 rounded-md border border-[var(--border)] bg-[var(--surface)] px-2 text-sm capitalize"
+                    value={m.role}
+                    onChange={(e) => changeRole(m.id, e.target.value as Role)}
+                  >
+                    {ROLES.map((r) => (
+                      <option key={r} value={r}>
+                        {r}
+                      </option>
+                    ))}
+                  </select>
+                  <button
+                    onClick={() => remove(m.id)}
+                    className="text-[var(--muted)] hover:text-bronze"
+                    aria-label="Remove member"
+                    title="Remove member"
+                  >
+                    ×
+                  </button>
+                </div>
+              ) : (
+                <span className="text-sm capitalize text-[var(--muted)]">{m.role}</span>
+              )}
+            </div>
+          ))}
+        </CardContent>
+      </Card>
+    </div>
+  );
+}