feat(help): ship the qbit-backups help bundle through QQQ help bundles, with coverage gate

Host-neutral help (deployment-specific facts removed), registered with HelpBundles, gated by HelpBundleAssertions. QQQ 4.1.0-RC.7. Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Merge pull request #24 from QRun-IO/feature/health-system-session
2026-10-14 20:17:05 -05:00 · 2026-10-14 17:36:41 -05:00 · 2026-10-14 17:13:31 -05:00 · 2026-10-14 17:10:21 -05:00 · 2026-10-14 17:07:54 -05:00 · 2026-10-14 16:49:20 -05:00
133 changed files with 4484 additions and 1026 deletions
@@ -1,7 +1,7 @@
 version: 2.1

 orbs:
-   qqq-orb: kingsrook/qqq-orb@0.6.8
+   qqq-orb: kingsrook/qqq-orb@0.6.9

 commands:
   configure-package-install:
@@ -22,7 +22,7 @@ workflows:
              context: [qqq-maven-registry-credentials]
              filters:
                 branches:
-                    ignore: /(develop|release\/.*|hotfix\/.*)/
+                    ignore: /(develop|release\/.*)/

   publish_snapshot:
      jobs:
@@ -58,14 +58,3 @@ workflows:
                    ignore: /.*/
                 tags:
                    only: [/^v\d+\.\d+\.\d+$/]
-
-   publish_hotfix_release:
-      jobs:
-         - qqq-orb/mvn_publish:
-              pre-steps:
-                 - configure-package-install
-              context: [qqq-maven-registry-credentials]
-              branch_type: hotfix
-              filters:
-                 branches:
-                    only: [/hotfix\/.*/]
@@ -0,0 +1,25 @@
+# Cut the next release candidate (QRun-IO/qqq docs/QRUN-QBIT-REPO-STANDARD.md, C6):
+# run this workflow by hand, or merge a develop PR labelled `release:rc`. It merges develop into
+# the release line and the release/* push runs CircleCI publish_release_candidate.
+name: Release candidate
+
+on:
+  workflow_dispatch:
+    inputs:
+      dry_run:
+        description: Print the plan without merging or creating branches
+        type: boolean
+        default: false
+  pull_request:
+    types: [closed]
+    branches: [develop]
+
+permissions:
+  contents: write
+
+jobs:
+  release-rc:
+    if: github.event_name == 'workflow_dispatch' || (github.event.pull_request.merged == true && contains(github.event.pull_request.labels.*.name, 'release:rc'))
+    uses: QRun-IO/.github/.github/workflows/qbit-release-rc.yml@main
+    with:
+      dry_run: ${{ github.event_name == 'workflow_dispatch' && inputs.dry_run }}
@@ -35,7 +35,7 @@ This file provides guidance to Codex when working with code in this repository.
 ## Dependencies

 - Java 21.
- Parent `com.kingsrook:qbit-build-parent:2.0.0` (qqq 4.0.0). The default-active `qqq-snapshot` profile imports `qqq-bom-pom:4.1.0-RC.4` ahead of it, as in qbit-quick-search (ADR-0007). Remove that activation when the parent moves to 4.1.
+- Parent `com.kingsrook:qbit-build-parent:2.0.0` (qqq 4.0.0). The default-active `qqq-snapshot` profile imports `qqq-bom-pom:4.1.0-RC.6` ahead of it, as in qbit-quick-search (ADR-0007). Remove that activation when the parent moves to 4.1.
 - Tests: JUnit 5, AssertJ.

 ## Release
@@ -5,4 +5,19 @@ All notable changes to this project are documented here. The format follows Keep
 ## [0.1.0] - Unreleased

 ### Added
+- Complete host-neutral in-app help bundle with live references and a help coverage gate. Hosts can override entries with a HOST bundle.
+- Guided empty states: help bundle `help/qbit-backups.yaml` (app and all nine tables, with "How rows get created") applied by `BackupsHelp`, and a Setup card on the Backups home (plan, scope rules, storage, schedule, verification, prune bucket).
+- "Create default plan" table action on Backup plans: adds "Nightly full" for a storage bucket alias; insert-only.
+- `backupVerifyPlan`: the scheduled verification process. A plan verify cron created a scheduled job for a process that did not exist, so scheduled verification never ran.
 - Repository scaffold: `BackupsQBitConfig` and `BackupsQBitProducer` (table prefix `backups_`, permissions `backups.*`), build, CI and repository standard files.
+
+### Changed
+- Pin QQQ to released 4.1.0-RC.7 and replace the temporary help loader with core HelpBundles registration.
+- Saving a plan with Use read replica on is refused (it was never read); the not-yet-available settings (read replica, native dump, incremental, PARQUET, ZSTD) say so in their field help; scheduledJobId is documented as unused.
+- Build against the released QQQ BOM 4.1.0-RC.5; replace reflective alerts binding with core QAlerts and real sink integration tests.
+- Register backup alert types for every instance while preserving custom backup sinks and no-op behavior without a configured core sink.
+- Use RC.5-valid alert names `backups.run.missing-in-storage` and `backups.plan.owner-invalid` (and matching deduplication keys). Hosts using the old underscore names must update routing rules.
+- Target QQQ 4.1.0-RC.6 and replace the fingerprint, keyset pager and reflective restore bridges with typed core APIs.
+- New manifests identify `qqq-table-schema-v1` and carry core schema descriptors; restore and content verification still accept pre-RC.6 manifests with the original fingerprint algorithm.
+- Preserve primary-key ordering, exclusive resume cursors, bounded pages and caller-owned transactions; reject non-orderable primary keys and scope filters with skip/limit.
+- Require the core `backups.restore` permission during Review when using a core restore writer, including anonymous-mode hosts; preserve supplied timestamps through `RestoreWriteFlag`.
@@ -10,7 +10,7 @@
 ## Requirements

 - Java 21.
- QQQ 4.1 (built against `4.1.0-RC.4`).
+- QQQ `4.1.0-RC.7` or later.

 ## Install

@@ -22,6 +22,10 @@ new BackupsQBitProducer()
   .produce(qInstance);
 ```

+## Setup
+
+This qbit ships no DDL and seeds nothing from a changelog: its one setup value, the storage bucket alias, belongs to your application. On a fresh install open Backups, read the Setup card, and run **Create default plan** on Backup plans (it asks only for the alias of a bucket your storage resolver provides). It creates the insert-only "Nightly full" plan: whole instance, data and audit tables, JSONL and gzip, 02:00 UTC, verified Sundays 04:00 UTC. Edit any setting afterwards. Help for every table, including how its rows get created, ships in `help/qbit-backups.yaml`.
+
 ## Naming

 Tables are `backups_<name>` (lowercase snake_case, backend name equal to the table name). Permissions are `backups.<action>`.
@@ -36,8 +40,38 @@ Follow the QQQ [adoption checklist](https://github.com/QRun-IO/qqq/blob/develop/
 ./mvnw verify
 ```

+See [the RC.6 migration notes](docs/RC6-MIGRATION.md) for fingerprint compatibility,
+paging guarantees and restore permissions.
+
+## In-app help
+
+The producer registers [help/qbit-backups.yaml](src/main/resources/help/qbit-backups.yaml)
+as a QBIT bundle. Hosts can register a `layer: HOST` bundle with matching entry keys
+and roles to override its text. Core's help startup sync applies the bundle when the
+host installs the help content table; registration also works without that table.
+
+`BackupPlanScheduleTest` checks coverage with `HelpBundleAssertions`, including
+live references and optional scheduler processes. `BackupsTablesGuardrailTest`
+checks empty-state, widget and possible-value-source coverage. Run it with
+`./mvnw verify`. Keep the bundle's literal version aligned with the POM version.
+
 Always use the Maven wrapper (Maven 3.9.11); Maven 3.10 cannot read the parent POM.

 ## License

 Apache License 2.0. See [LICENSE](LICENSE) and [NOTICE](NOTICE).
+
+### Alerts integration
+
+Backups binds directly to core QAlerts in QQQ 4.1.0-RC.5 and declares its nine
+alert types on each instance. Hosts install an `AlertSinkInterface` through
+`AlertsInstanceMetaData.withSink(QCodeReference)`. Without a configured sink,
+backup alert calls remain no-ops (they do not use core's logging fallback).
+Custom `BackupAlertSink` bindings are preserved. Core handles dispatch failures;
+adapter failures are caught and logged once, so alerting cannot fail a backup.
+Raise and resolve follow core's transaction-aware dispatch; heartbeats run immediately.
+The backup SLA checker still owns expected intervals and grace periods.
+
+RC.5 requires hyphenated alert names: `backups.run.missing-in-storage` and
+`backups.plan.owner-invalid` replace the former underscore spellings, including
+their deduplication keys. Update host routing rules that used those spellings.
@@ -0,0 +1,7 @@
+# Upgrading
+
+## Unreleased
+
+- No schema change and no new include line. Hosts get the help text and the Setup card automatically.
+- Plans with `use_read_replica` true are now refused on the next save (the setting was never used). Turn it off.
+- Hosts that set a plan `verifyCronExpression` and a scheduler now get working scheduled verification: the `backupVerifyPlan` process exists. It verifies the plan's latest successful run through the plan's `verifyLevel` (CONTENT when unset). Expect verification rows and, on failure, alerts.
@@ -0,0 +1,100 @@
+# RC.6 core migration (issue #19, F3)
+
+The POM targets `4.1.0-RC.6`. Until that release is available, local verification
+uses `./mvnw -B verify -Dqqq.snapshot.version=4.1.0-ARCHRC6-SNAPSHOT` against the
+installed build from `qqq-wt-archrc6`. No core source changes are needed.
+
+## Fingerprint compatibility
+
+The algorithms are **not byte-compatible**, even for identical table metadata:
+
+| Descriptor property | Pre-RC.6 backup algorithm | Core algorithm |
+| --- | --- | --- |
+| Table and key | `name`, `primaryKey` | `table`, `primaryKeyField` |
+| Fields | Map keyed by name | Sorted list with explicit `name` |
+| Field flags | `required`, `pvs`, `heavy`, `sensitive` | `isRequired`, `possibleValueSource`, `isHeavy`, `isSensitive` |
+| Unique keys | Sorted `+`-joined strings | Sorted lists of field names |
+| Associations | Sorted `name->table` strings | Objects with name, associatedTable and joinName |
+| Null backend type | JSON null | Empty string |
+| Escaping | Historical hand-written escaping | Jackson JSON escaping |
+
+New table entries contain `fingerprintAlgorithm: "qqq-table-schema-v1"`, the core
+`schema` descriptor, and `fingerprint: "sha256:" + core.getHash()`. The outer
+manifest remains version 1; row parts, checksums, compression and storage paths
+are unchanged. The instance/catalog hash still combines the ordered table
+fingerprint strings, so its value changes too. New manifests require this RC.6
+reader; older readers do not understand the new descriptor shape.
+
+An absent algorithm identifies the old `qbit-backups-table-v1` algorithm. The
+reader also accepts that explicit identifier. `LegacyTableFingerprint` freezes
+the original descriptor and hash implementation solely for comparison against
+existing backups; no new backup uses it. Restore and content verification select
+the declared algorithm. Unknown identifiers never match a known fingerprint.
+Restore normalizes either field shape for its existing compatibility analysis
+when a table has changed. Fingerprint equality is not required for a compatible
+schema migration, as before.
+
+`src/test/resources/manifests/legacy-schema.json` freezes descriptors and hashes
+produced by the original stand-in for the blog fixture. Tests place these into a
+real backup manifest without the algorithm field, verify its content, mutate the
+live data, then restore and compare the complete content hash including dates.
+They also cover optional additions and incompatible type changes in old schemas.
+
+## Paging and consistency
+
+`TableReader.Keyset` delegates to core `KeysetPager`. Every query uses
+`(scope filter) AND pk > lastKey ORDER BY pk ASC LIMIT pageSize`, with no offset.
+The resume key is exclusive. Page size is a row bound, **not a JDBC fetch-size
+setting**. Core's normal bounded QueryAction path retains backend driver defaults;
+this adapter does not opt into the large-result streaming query hint or change
+JDBC fetch size. Heavy/hidden/password fields and untranslated stored values keep
+the same query settings and existing backup permission boundary.
+
+Every page receives the caller's transaction. The pager does not open, commit,
+close, or replace that transaction. A test opens a real core memory snapshot,
+changes a later page's data, and proves every page still sees the original state.
+The existing BackupEngine continues to report BEST_EFFORT and reject
+SNAPSHOT_REQUIRED: adopting the consistent-read opening API at engine level is
+separate work. This migration does not claim snapshot guarantees for ordinary
+backup runs.
+
+Core can stream non-orderable keys without deterministic key order; backups
+explicitly reject those keys instead. Core rejects scope filters carrying skip
+or limit, and replaces user ordering with ascending primary-key ordering. Tests
+cover OR filters, resume, full and partial pages, empty scans and invalid inputs.
+
+## Restore writes
+
+`StandardRestoreWriter` now constructs `RestoreWriteFlag` directly and calls
+`QBackendModuleInterface.resyncKeySequences`, consuming typed `SequenceResyncResult`
+values. Only RESYNCED results are reported as sequence changes; NOT_NEEDED and
+NOT_APPLICABLE remain normal outcomes. There is no reflection or unavailable-core
+fallback. The core flag preserves supplied dates and carries the requested
+customizer, automation, audit and event settings.
+
+Core always requires an actual session permission `backups.restore` for its
+restore flag, including hosts with general core enforcement disabled. The qbit's
+anonymous-mode convenience setting does not grant that permission. Review now
+reports this requirement before executing a restore; test sessions explicitly
+hold it. Custom writers that do not use the core flag keep their existing qbit
+permission checks.
+
+## HTTP operations and wire changes
+
+No HTTP operations are added, removed or modified: method, path and operationId
+are unchanged (no operation list entries for this migration). The RC.6 UI API
+extension documentation was reviewed; this task introduces no Javalin route or
+middleware extension. Wire changes are confined to the manifest fields and
+fingerprint values described above, plus an earlier restore permission error in
+Review for anonymous sessions lacking `backups.restore`.
+
+## Local verification (2026-10-13)
+
+- `./mvnw -B clean verify -Dqqq.snapshot.version=4.1.0-ARCHRC6-SNAPSHOT`:
+  BUILD SUCCESS; 158 tests, zero failures/errors/skips; both JaCoCo gates passed.
+  Existing backup, restore and MinIO integration tests ran.
+- Separate Checkstyle 14.3.0 audit of all 16 changed Java files (main and test):
+  zero violations, using the shared Kingsrook-derived rules with this repository's
+  Apache file header. This repository has no Checkstyle execution configured in
+  its POM; audit configuration and results are local under `.cache/style/`.
+- `git diff --check`: passed. No commit, push or core source modification.
@@ -0,0 +1,7 @@
+# Backups home and record screenshots
+
+Taken 2026-10-12 against `BackupsDemoServer` (src/test/.../demo, memory backend, real engine history) and the Next UI 1.0.0-RC.14 jar.
+Light and dark at 390, 600, 768, 1024, 1440, 1920 px (home) and 390, 1440 px (records).
+
+- `.` : this branch (foundation base): home, plan, run, failed run, lists.
+- `with-restore-verify/` : a scratch merge of PRs #5 (verify), #6 (restore), #7 (prune/schedule) onto this branch, so verifications, a restore run and retention classes exist. Not part of this PR.
@@ -18,6 +18,8 @@
 <project xmlns="http://maven.apache.org/POM/4.0.0" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xsi:schemaLocation="http://maven.apache.org/POM/4.0.0 http://maven.apache.org/xsd/maven-4.0.0.xsd">

   <properties>
+      <qbit.guardrails.enforce>true</qbit.guardrails.enforce>
+      <qbit.guardrails.strictUiApiRoutes>true</qbit.guardrails.strictUiApiRoutes>
      <revision>0.1.0-SNAPSHOT</revision>
      <maven.compiler.source>21</maven.compiler.source>
      <maven.compiler.target>21</maven.compiler.target>
@@ -27,7 +29,7 @@
   <parent>
      <groupId>com.kingsrook</groupId>
      <artifactId>qbit-build-parent</artifactId>
-      <version>2.0.0</version>
+      <version>2.1.0</version>
   </parent>

   <groupId>com.kingsrook.qbits</groupId>
@@ -91,7 +93,7 @@
      <dependency>
         <groupId>com.kingsrook.qbits</groupId>
         <artifactId>qbit-object-storage</artifactId>
-         <version>0.1.0-SNAPSHOT</version>
+         <version>0.1.0-RC.2</version>
         <optional>true</optional>
      </dependency>

@@ -102,6 +104,19 @@
         <scope>test</scope>
      </dependency>

+      <!-- Demo server only (src/test/.../demo): never shipped. -->
+      <dependency>
+         <groupId>com.kingsrook.qqq</groupId>
+         <artifactId>qqq-middleware-javalin</artifactId>
+         <scope>test</scope>
+      </dependency>
+      <dependency>
+         <groupId>com.kingsrook.qqq</groupId>
+         <artifactId>qqq-frontend-next</artifactId>
+         <version>1.0.0-RC.14</version>
+         <scope>test</scope>
+      </dependency>
+
      <dependency>
         <groupId>org.junit.jupiter</groupId>
         <artifactId>junit-jupiter</artifactId>
@@ -179,14 +194,14 @@
   <profiles>
      <!-- Built against qqq 4.1 (QBitMetaDataProducer). Until qbit-build-parent  -->
      <!-- imports the released 4.1 BOM, this profile is active by default and     -->
-      <!-- imports qqq-bom-pom 4.1.0-RC.4 ahead of the parent's 4.0.0 BOM.         -->
+      <!-- imports qqq-bom-pom 4.1.0-RC.7 ahead of the parent's 4.0.0 BOM.         -->
      <profile>
         <id>qqq-snapshot</id>
         <activation>
            <activeByDefault>true</activeByDefault>
         </activation>
         <properties>
-            <qqq.snapshot.version>4.1.0-RC.4</qqq.snapshot.version>
+            <qqq.snapshot.version>4.1.0-RC.7</qqq.snapshot.version>
         </properties>
         <dependencyManagement>
            <dependencies>
@@ -45,7 +45,10 @@ public class BackupsQBitConfig implements QBitConfig
   private String appName  = "backups";
   private String appLabel = "Backups";
   private String parentAppName;
+   private String tablePathPrefix;
   private String schedulerName;
+   private String hostSchedulerDescription;
+   private Boolean hostSchedulerRunsVerification = false;
   private String instanceName;

   private Integer maxConcurrentRuns       = 1;
@@ -179,6 +182,73 @@ public class BackupsQBitConfig implements QBitConfig



+   /*******************************************************************************
+    ** Getter for tablePathPrefix (the front of the links the home makes to tables and
+    ** records, "/app" for the Next dashboard, which routes /app/{table}/{id}).
+    *******************************************************************************/
+   public String getTablePathPrefix()
+   {
+      return (tablePathPrefix == null ? "/app" : tablePathPrefix);
+   }
+
+
+
+   /*******************************************************************************
+    ** Fluent setter for tablePathPrefix
+    *******************************************************************************/
+   public BackupsQBitConfig withTablePathPrefix(String tablePathPrefix)
+   {
+      this.tablePathPrefix = tablePathPrefix;
+      return (this);
+   }
+
+
+
+   /*******************************************************************************
+    ** Getter for hostSchedulerDescription: when the application runs plan crons with
+    ** its own tick instead of a QQQ scheduler (schedulerName), a short name for it.
+    ** The Setup card then treats plan crons as firing.
+    *******************************************************************************/
+   public String getHostSchedulerDescription()
+   {
+      return (hostSchedulerDescription);
+   }
+
+
+
+   /*******************************************************************************
+    ** Fluent setter for hostSchedulerDescription.
+    *******************************************************************************/
+   public BackupsQBitConfig withHostSchedulerDescription(String hostSchedulerDescription)
+   {
+      this.hostSchedulerDescription = hostSchedulerDescription;
+      return (this);
+   }
+
+
+
+   /*******************************************************************************
+    ** Getter for hostSchedulerRunsVerification: whether the host's own tick also runs
+    ** the verify cron (by calling the backupVerifyPlan process). False by default.
+    *******************************************************************************/
+   public Boolean getHostSchedulerRunsVerification()
+   {
+      return (hostSchedulerRunsVerification);
+   }
+
+
+
+   /*******************************************************************************
+    ** Fluent setter for hostSchedulerRunsVerification.
+    *******************************************************************************/
+   public BackupsQBitConfig withHostSchedulerRunsVerification(Boolean hostSchedulerRunsVerification)
+   {
+      this.hostSchedulerRunsVerification = hostSchedulerRunsVerification;
+      return (this);
+   }
+
+
+
   /*******************************************************************************
    ** Getter for schedulerName (the QQQ scheduler used for plan jobs and the SLA checker)
    *******************************************************************************/
@@ -17,6 +17,7 @@
 package com.kingsrook.qbits.backups;


+import com.kingsrook.qqq.backend.core.model.metadata.help.bundles.HelpBundles;
 import com.kingsrook.qqq.backend.core.model.metadata.qbits.QBitMetaData;
 import com.kingsrook.qqq.backend.core.model.metadata.qbits.QBitMetaDataProducer;

@@ -119,13 +120,8 @@ public class BackupsQBitProducer implements QBitMetaDataProducer<BackupsQBitConf
      qInstance.addQBit(qBit);
      BackupsRuntime.install(qBitConfig);

-      ///////////////////////////////////////////////////////////////////////////////
-      // bind the Alerts qbit producer SPI when it is on the class path (optional) //
-      ///////////////////////////////////////////////////////////////////////////////
-      if(com.kingsrook.qbits.backups.alerts.AlertsQBitAlertSink.bindIfPresent())
-      {
-         new com.kingsrook.qbits.backups.alerts.AlertsQBitAlertSink().registerAlertTypes(qInstance);
-      }
+      com.kingsrook.qbits.backups.alerts.AlertsQBitAlertSink.bindIfAbsent();
+      new com.kingsrook.qbits.backups.alerts.AlertsQBitAlertSink().registerAlertTypes(qInstance);

      com.kingsrook.qqq.backend.core.model.metadata.MetaDataProducerMultiOutput output = new com.kingsrook.qqq.backend.core.model.metadata.MetaDataProducerMultiOutput();
      for(var possibleValueSource : com.kingsrook.qbits.backups.model.BackupsTables.possibleValueSources())
@@ -158,8 +154,22 @@ public class BackupsQBitProducer implements QBitMetaDataProducer<BackupsQBitConf
      {
         output.add(widget);
      }
-      output.add(com.kingsrook.qbits.backups.app.BackupsApp.app(qBitConfig, tables));
+      for(var widget : com.kingsrook.qbits.backups.model.BackupsTables.widgets())
+      {
+         output.add(widget);
+      }
+      com.kingsrook.qqq.backend.core.model.metadata.layout.QAppMetaData app = com.kingsrook.qbits.backups.app.BackupsApp.app(qBitConfig, tables);
+      output.add(app);
      output.addSelfToInstance(qInstance);
+      // Registration is metadata-only; core guards startup sync when helpContent is absent.
+      HelpBundles.register(qInstance, "help/qbit-backups.yaml");
+
+      // A parent app only lists the apps that are its children, so attach ourselves (for example Admin, then Backups).
+      com.kingsrook.qqq.backend.core.model.metadata.layout.QAppMetaData parent = qBitConfig.getParentAppName() == null ? null : qInstance.getApp(qBitConfig.getParentAppName());
+      if(parent != null && (parent.getChildren() == null || parent.getChildren().stream().noneMatch(child -> app.getName().equals(child.getName()))))
+      {
+         parent.withChild(app);
+      }
      return (new com.kingsrook.qqq.backend.core.model.metadata.MetaDataProducerMultiOutput());
   }

@@ -17,105 +17,39 @@
 package com.kingsrook.qbits.backups.alerts;


-import java.lang.reflect.Method;
 import java.util.Map;
 import java.util.stream.Collectors;
 import com.kingsrook.qbits.backups.BackupsRuntime;
+import com.kingsrook.qqq.backend.core.alerts.AlertSeverity;
+import com.kingsrook.qqq.backend.core.alerts.AlertSignal;
+import com.kingsrook.qqq.backend.core.alerts.AlertsInstanceMetaData;
+import com.kingsrook.qqq.backend.core.alerts.QAlertTypeMetaData;
+import com.kingsrook.qqq.backend.core.alerts.QAlerts;
 import com.kingsrook.qqq.backend.core.context.QContext;
 import com.kingsrook.qqq.backend.core.logging.QLogger;
 import com.kingsrook.qqq.backend.core.model.metadata.QInstance;
-import static com.kingsrook.qqq.backend.core.logging.LogUtils.logPair;


 /*******************************************************************************
- ** The BackupAlertSink adapter for the Alerts qbit producer SPI (QRun-IO/qqq
- ** PR #1108, com.kingsrook.qqq.backend.core.alerts: QAlerts, AlertSignal,
- ** AlertResolution, AlertSeverity, QAlertTypeMetaData; design spec
- ** docs/specs/2026-10-12-qbit-alerts-design.md).
- **
- ** STAND-IN: the SPI is an open core PR and is not in QQQ 4.1.0-RC.4, so this
- ** adapter is bound REFLECTIVELY and optionally.  It compiles against nothing in
- ** the SPI; it looks the classes up by name, and every call is guarded:
- ** <ul>
- **    <li>no SPI classes on the class path: {@link #bindIfPresent()} binds nothing
- **    and the sink stays the no-op;</li>
- **    <li>the SPI is present but the instance has no alerts meta-data (the Alerts
- **    qbit is not installed): every call is a no-op;</li>
- **    <li>any reflective or SPI failure is logged once and swallowed, because an
- **    alerting problem must never fail a backup.</li>
- ** </ul>
- ** Replace with a direct binding (QAlerts.raise and friends) when RC.5 ships.
- **
- ** Mapping: raise to QAlerts.raise(AlertSignal), resolve to QAlerts.resolve(type,
- ** dedupKey, note), heartbeat to QAlerts.heartbeat(key).  The SPI has no per-plan
- ** heartbeat registration (monitors are declared on the alert type), so the
- ** expected interval and grace are not passed on; the SLA checker raises
- ** backups.plan.missed itself, independent of any heartbeat (spec 10.4).
+ ** Direct adapter to core QAlerts. Calls are no-ops without a configured alerts
+ ** sink, including when only the backup alert types have been registered.
+ ** QAlerts catches and logs dispatch failures; adapter failures are logged once.
+ ** Heartbeat intervals remain the responsibility of the backup SLA checker.
 *******************************************************************************/
 public class AlertsQBitAlertSink implements BackupAlertSink
 {
   private static final QLogger LOG = QLogger.getLogger(AlertsQBitAlertSink.class);

-   /** The package of the Alerts producer SPI in qqq-backend-core. */
-   public static final String DEFAULT_API_PACKAGE = "com.kingsrook.qqq.backend.core.alerts";
-
-   private final String apiPackage;
-
   private boolean warned = false;

-   private Class<?> qAlerts;
-   private Class<?> alertSignal;
-   private Class<?> alertSeverity;
-   private Class<?> instanceMetaData;
-


   /*******************************************************************************
-    ** Constructor for the real SPI package.
+    ** Bind the core adapter unless the host already supplied a backup sink.
    *******************************************************************************/
-   public AlertsQBitAlertSink()
+   public static boolean bindIfAbsent()
   {
-      this(DEFAULT_API_PACKAGE);
-   }
-
-
-
-   /*******************************************************************************
-    ** Constructor for another package (a test double of the SPI shape).
-    *******************************************************************************/
-   public AlertsQBitAlertSink(String apiPackage)
-   {
-      this.apiPackage = apiPackage;
-   }
-
-
-
-   /*******************************************************************************
-    ** Whether the SPI classes are on the class path.
-    *******************************************************************************/
-   public static boolean isPresent(String apiPackage)
-   {
-      try
-      {
-         Class.forName(apiPackage + ".QAlerts");
-         Class.forName(apiPackage + ".AlertSignal");
-         return (true);
-      }
-      catch(ClassNotFoundException | LinkageError e)
-      {
-         return (false);
-      }
-   }
-
-
-
-   /*******************************************************************************
-    ** Bind this adapter as the runtime's alert sink when the SPI is present and no
-    ** other sink was bound already.  Returns whether it bound.
-    *******************************************************************************/
-   public static boolean bindIfPresent()
-   {
-      if(!(BackupsRuntime.getAlertSink() instanceof NoOpBackupAlertSink) || !isPresent(DEFAULT_API_PACKAGE))
+      if(!(BackupsRuntime.getAlertSink() instanceof NoOpBackupAlertSink))
      {
         return (false);
      }
@@ -126,38 +60,32 @@ public class AlertsQBitAlertSink implements BackupAlertSink


   /*******************************************************************************
-    ** Declare the backup alert types with the Alerts qbit (QAlertTypeMetaData), when
-    ** the SPI is present.  Returns how many were added.
+    ** Declare missing backup alert types on each instance, independently of sink
+    ** installation order. Returns how many were added.
    *******************************************************************************/
   public int registerAlertTypes(QInstance qInstance)
   {
      int added = 0;
-      try
+      for(BackupAlerts.AlertType alertType : BackupAlerts.alertTypes())
      {
-         Class<?> typeClass = Class.forName(apiPackage + ".QAlertTypeMetaData");
-         load();
-         for(BackupAlerts.AlertType alertType : BackupAlerts.alertTypes())
+         try
         {
-            try
+            if(QAlertTypeMetaData.of(qInstance, alertType.name()) == null)
            {
-               Object type = typeClass.getConstructor().newInstance();
-               typeClass.getMethod("withName", String.class).invoke(type, alertType.name());
-               typeClass.getMethod("withLabel", String.class).invoke(type, alertType.label());
-               typeClass.getMethod("withGroupName", String.class).invoke(type, "Backups");
-               typeClass.getMethod("withHowToFix", String.class).invoke(type, alertType.howToFix());
-               typeClass.getMethod("withDefaultSeverity", alertSeverity).invoke(type, severity(alertType.defaultSeverity()));
-               typeClass.getMethod("addSelfToInstance", QInstance.class).invoke(type, qInstance);
+               new QAlertTypeMetaData()
+                  .withName(alertType.name())
+                  .withLabel(alertType.label())
+                  .withGroupName("Backups")
+                  .withHowToFix(alertType.howToFix())
+                  .withDefaultSeverity(AlertSeverity.valueOf(alertType.defaultSeverity().name()))
+                  .addSelfToInstance(qInstance);
               added++;
            }
-            catch(ReflectiveOperationException | RuntimeException e)
-            {
-               warnOnce("Could not declare the alert type " + alertType.name(), e);
-            }
         }
-      }
-      catch(ReflectiveOperationException | LinkageError e)
-      {
-         warnOnce("The alerts SPI is not available", e);
+         catch(RuntimeException | LinkageError e)
+         {
+            warnOnce("Could not declare the alert type " + alertType.name(), e);
+         }
      }
      return (added);
   }
@@ -170,28 +98,24 @@ public class AlertsQBitAlertSink implements BackupAlertSink
   @Override
   public void raise(String type, String dedupeKey, Severity severity, String title, Map<String, String> detail)
   {
-      if(!isAlertsQBitInstalled())
-      {
-         return;
-      }
      try
      {
-         Object signal = alertSignal.getConstructor(String.class).newInstance(type);
-         alertSignal.getMethod("setDedupKey", String.class).invoke(signal, dedupeKey);
-         alertSignal.getMethod("setSeverity", alertSeverity).invoke(signal, severity(severity));
-         alertSignal.getMethod("setTitle", String.class).invoke(signal, title);
+         if(!isAlertsQBitInstalled())
+         {
+            return;
+         }
+         AlertSignal signal = new AlertSignal(type)
+            .withDedupKey(dedupeKey)
+            .withSeverity(AlertSeverity.valueOf(severity.name()))
+            .withTitle(title);
         if(detail != null && !detail.isEmpty())
         {
-            alertSignal.getMethod("setSummary", String.class).invoke(signal, detail.entrySet().stream().map(e -> e.getKey() + "=" + e.getValue()).collect(Collectors.joining(", ")));
-            Method withAttribute = alertSignal.getMethod("withAttribute", String.class, String.class);
-            for(Map.Entry<String, String> entry : detail.entrySet())
-            {
-               withAttribute.invoke(signal, entry.getKey(), entry.getValue());
-            }
+            signal.withSummary(detail.entrySet().stream().map(e -> e.getKey() + "=" + e.getValue()).collect(Collectors.joining(", ")));
+            detail.forEach(signal::withAttribute);
         }
-         qAlerts.getMethod("raise", alertSignal).invoke(null, signal);
+         QAlerts.raise(signal);
      }
-      catch(ReflectiveOperationException | RuntimeException e)
+      catch(RuntimeException | LinkageError e)
      {
         warnOnce("Could not raise an alert", e);
      }
@@ -205,15 +129,14 @@ public class AlertsQBitAlertSink implements BackupAlertSink
   @Override
   public void resolve(String type, String dedupeKey)
   {
-      if(!isAlertsQBitInstalled())
-      {
-         return;
-      }
      try
      {
-         qAlerts.getMethod("resolve", String.class, String.class, String.class).invoke(null, type, dedupeKey, "Cleared by the Backups qbit");
+         if(isAlertsQBitInstalled())
+         {
+            QAlerts.resolve(type, dedupeKey, "Cleared by the Backups qbit");
+         }
      }
-      catch(ReflectiveOperationException | RuntimeException e)
+      catch(RuntimeException | LinkageError e)
      {
         warnOnce("Could not resolve an alert", e);
      }
@@ -227,15 +150,14 @@ public class AlertsQBitAlertSink implements BackupAlertSink
   @Override
   public void heartbeat(String monitorKey, long expectedEverySeconds, long graceSeconds)
   {
-      if(!isAlertsQBitInstalled())
-      {
-         return;
-      }
      try
      {
-         qAlerts.getMethod("heartbeat", String.class).invoke(null, monitorKey);
+         if(isAlertsQBitInstalled())
+         {
+            QAlerts.heartbeat(monitorKey);
+         }
      }
-      catch(ReflectiveOperationException | RuntimeException e)
+      catch(RuntimeException | LinkageError e)
      {
         warnOnce("Could not check in a heartbeat", e);
      }
@@ -244,67 +166,26 @@ public class AlertsQBitAlertSink implements BackupAlertSink


   /*******************************************************************************
-    ** The SPI classes load, and the instance has alerts meta-data (the Alerts qbit
-    ** is installed).  Checked on every call so the order qbits are produced in
-    ** does not matter.
+    ** Check on every call so installing the alerts sink after this qbit works.
+    ** Type declarations alone do not mean an alerts implementation is installed.
    *******************************************************************************/
   boolean isAlertsQBitInstalled()
   {
-      try
-      {
-         load();
-         QInstance qInstance = QContext.getQInstance();
-         if(qInstance == null)
-         {
-            return (false);
-         }
-         return (instanceMetaData.getMethod("of", QInstance.class).invoke(null, qInstance) != null);
-      }
-      catch(ReflectiveOperationException | RuntimeException | LinkageError e)
-      {
-         warnOnce("The alerts SPI is not usable", e);
-         return (false);
-      }
+      AlertsInstanceMetaData metaData = AlertsInstanceMetaData.of(QContext.getQInstance());
+      return (metaData != null && metaData.getSink() != null);
   }



   /*******************************************************************************
-    **
+    ** Log adapter failures once; dispatch failures are already logged by core.
    *******************************************************************************/
-   private synchronized void load() throws ClassNotFoundException
-   {
-      if(qAlerts == null)
-      {
-         qAlerts = Class.forName(apiPackage + ".QAlerts");
-         alertSignal = Class.forName(apiPackage + ".AlertSignal");
-         alertSeverity = Class.forName(apiPackage + ".AlertSeverity");
-         instanceMetaData = Class.forName(apiPackage + ".AlertsInstanceMetaData");
-      }
-   }
-
-
-
-   /*******************************************************************************
-    ** Map our severity to the SPI's enum constant of the same name.
-    *******************************************************************************/
-   @SuppressWarnings({ "unchecked", "rawtypes" })
-   private Object severity(Severity severity)
-   {
-      return (Enum.valueOf((Class<Enum>) alertSeverity, severity.name()));
-   }
-
-
-
-   /*******************************************************************************
-    **
-    *******************************************************************************/
-   private void warnOnce(String message, Throwable t)
+   private synchronized void warnOnce(String message, Throwable t)
   {
      if(!warned)
      {
         warned = true;
-         LOG.warn(message + " (the Alerts qbit adapter will keep failing quietly)", t, logPair("apiPackage", apiPackage));
+         LOG.warn(message + " (the Alerts qbit adapter will keep failing quietly)", t);
      }
   }
 }
@@ -36,11 +36,11 @@ public final class BackupAlerts
 {
   public static final String PLAN_MISSED          = "backups.plan.missed";
   public static final String RUN_FAILED           = "backups.run.failed";
-   public static final String RUN_MISSING          = "backups.run.missing_in_storage";
+   public static final String RUN_MISSING          = "backups.run.missing-in-storage";
   public static final String FILES_MISSING        = "backups.files.missing";
   public static final String VERIFY_FAILED        = "backups.verify.failed";
   public static final String VERIFY_OVERDUE       = "backups.verify.overdue";
-   public static final String PLAN_OWNER_INVALID   = "backups.plan.owner_invalid";
+   public static final String PLAN_OWNER_INVALID   = "backups.plan.owner-invalid";
   public static final String STORAGE_DEBRIS       = "backups.storage.debris";
   public static final String RESTORE_COMPLETED    = "backups.restore.completed";

@@ -29,7 +29,6 @@ import com.kingsrook.qqq.backend.core.model.dashboard.widgets.WidgetType;
 import com.kingsrook.qqq.backend.core.model.metadata.code.QCodeReference;
 import com.kingsrook.qqq.backend.core.model.metadata.dashboard.QWidgetMetaData;
 import com.kingsrook.qqq.backend.core.model.metadata.layout.QAppMetaData;
-import com.kingsrook.qqq.backend.core.model.metadata.layout.QAppSection;
 import com.kingsrook.qqq.backend.core.model.metadata.layout.QIcon;
 import com.kingsrook.qqq.backend.core.model.metadata.tables.QTableMetaData;

@@ -62,7 +61,7 @@ public final class BackupsApp
   public static List<QWidgetMetaData> widgets()
   {
      return (List.of(
-         new QWidgetMetaData().withName(HOME_WIDGET).withLabel("Backups").withType(WidgetType.HTML.getType())
+         new QWidgetMetaData().withName(HOME_WIDGET).withLabel("Overview").withType(WidgetType.HTML.getType())
            .withCodeReference(new QCodeReference(HomeRenderer.class)).withGridColumns(12).withIsCard(false).withPermissionRules(BackupsTables.permissionRules()),
         new QWidgetMetaData().withName(HEALTH_CARD_WIDGET).withLabel("Backups").withType(WidgetType.HTML.getType())
            .withCodeReference(new QCodeReference(HealthCardRenderer.class)).withGridColumns(12).withIsCard(true).withPermissionRules(BackupsTables.permissionRules())));
@@ -80,13 +79,7 @@ public final class BackupsApp
         .withLabel(config.getAppLabel())
         .withIcon(new QIcon("backup"))
         .withPermissionRules(BackupsTables.permissionRules())
-         .withWidgets(List.of(HOME_WIDGET))
-         .withSection(new QAppSection().withName("backups").withLabel("Backups").withIcon(new QIcon("backup"))
-            .withTables(List.of(BackupsTables.PLAN, BackupsTables.RUN)))
-         .withSection(new QAppSection().withName("recovery").withLabel("Restore and verify").withIcon(new QIcon("restore"))
-            .withTables(List.of(BackupsTables.RESTORE_RUN, BackupsTables.VERIFICATION)))
-         .withSection(new QAppSection().withName("files").withLabel("Files").withIcon(new QIcon("attach_file"))
-            .withTables(List.of(BackupsTables.FILE_OBJECT)));
+         .withWidgets(List.of(HOME_WIDGET));
      if(config.getParentAppName() != null)
      {
         app.setParentAppName(config.getParentAppName());
@@ -143,10 +136,6 @@ public final class BackupsApp
   static String pathPrefix()
   {
      var config = com.kingsrook.qbits.backups.BackupsRuntime.getConfig();
-      if(config == null)
-      {
-         return ("/backups");
-      }
-      return (config.getParentAppName() != null ? "/" + config.getParentAppName() + "/" + config.getAppName() : "/" + config.getAppName());
+      return (config == null ? "/app" : config.getTablePathPrefix());
   }
 }
@@ -159,12 +159,53 @@ public class BackupsHomeData



+   /*******************************************************************************
+    ** The status to show for a plan: the stored slaStatus when it is a problem state,
+    ** otherwise LATE when the age of the last success is past the SLA (the SLA
+    ** checker may not have run yet), otherwise the stored status (UNKNOWN when none).
+    *******************************************************************************/
+   public String effectiveStatus(QRecord plan)
+   {
+      String stored = plan.getValueString("slaStatus");
+      if(stored != null && ATTENTION.contains(stored))
+      {
+         return (stored);
+      }
+      Long    age = ageHours(plan);
+      Integer sla = plan.getValueInteger("slaHours");
+      if(age != null && sla != null && age > sla)
+      {
+         return ("LATE");
+      }
+      return (stored == null ? "UNKNOWN" : stored);
+   }
+
+
+
   /*******************************************************************************
    ** Plans that need attention.
    *******************************************************************************/
   public List<QRecord> plansNeedingAttention()
   {
-      return (plans.stream().filter(p -> Boolean.TRUE.equals(p.getValueBoolean("isActive")) && ATTENTION.contains(p.getValueString("slaStatus"))).toList());
+      return (plans.stream().filter(p -> Boolean.TRUE.equals(p.getValueBoolean("isActive")) && ATTENTION.contains(effectiveStatus(p))).toList());
+   }
+
+
+
+   /*******************************************************************************
+    ** The last run of a plan (from the recent runs), or null.
+    *******************************************************************************/
+   public QRecord lastRun(QRecord plan)
+   {
+      Integer lastRunId = plan.getValueInteger("lastRunId");
+      for(QRecord run : recentRuns)
+      {
+         if(lastRunId != null && lastRunId.equals(run.getValueInteger("id")))
+         {
+            return (run);
+         }
+      }
+      return (null);
   }


@@ -206,7 +247,7 @@ public class BackupsHomeData
            Integer runId = verification.getValueInteger("backupRunId");
            for(QRecord run : recentRuns)
            {
-               if(runId != null && runId.equals(run.getValueInteger("id")) && planId.equals(run.getValueInteger("backupPlanId")))
+               if(runId != null && planId != null && runId.equals(run.getValueInteger("id")) && planId.equals(run.getValueInteger("backupPlanId")))
               {
                  return (verification);
               }
@@ -224,6 +265,10 @@ public class BackupsHomeData
   public List<QRecord> successfulRuns(Integer planId)
   {
      List<QRecord> rs = new ArrayList<>();
+      if(planId == null)
+      {
+         return (rs);
+      }
      for(QRecord run : recentRuns)
      {
         if(planId.equals(run.getValueInteger("backupPlanId")) && run.getValueString("status") != null && run.getValueString("status").startsWith("SUCCEEDED"))
@@ -242,6 +287,10 @@ public class BackupsHomeData
   public Map<String, Integer> retentionCounts(Integer planId)
   {
      Map<String, Integer> counts = new LinkedHashMap<>();
+      if(planId == null)
+      {
+         return (counts);
+      }
      for(QRecord run : recentRuns)
      {
         if(planId.equals(run.getValueInteger("backupPlanId")) && run.getValueString("status") != null && run.getValueString("status").startsWith("SUCCEEDED")
@@ -27,21 +27,30 @@ import com.kingsrook.qqq.backend.core.model.data.QRecord;


 /*******************************************************************************
- ** Renders the Backups home: one card per concern, each with an honest empty
- ** state.  Cards stack to one column on narrow screens, long names wrap, and
- ** there are no tables and no inner horizontal scroll (definition lists and
- ** lists only), so it reads at every width in light and dark mode (colors are
- ** inherited, not set).
+ ** Renders the Backups home: a plan status row per plan across the full width,
+ ** then cards for what needs attention, the latest test restore, recent activity,
+ ** the size trend and retention.  Every card has an honest empty state.  Layout
+ ** is flow and grid only (no tables, no fixed widths, no inner scrolling): plan
+ ** rows wrap their cells and the cards stack to one column on narrow screens,
+ ** long names wrap, and colors are inherited (only the status dot is colored), so
+ ** it reads at every width in light and dark mode.
 *******************************************************************************/
 public final class BackupsHomeView
 {
   private static final DateTimeFormatter WHEN = DateTimeFormatter.ofPattern("yyyy-MM-dd HH:mm 'UTC'").withZone(ZoneOffset.UTC);

-   private static final String GRID  = "display:grid;grid-template-columns:repeat(auto-fit,minmax(min(100%,22rem),1fr));gap:1rem;";
+   private static final String ROOT  = "display:grid;gap:1rem;min-width:0;";
+   private static final String GRID  = "display:grid;grid-template-columns:repeat(auto-fit,minmax(min(100%,24rem),1fr));gap:1rem;align-items:start;min-width:0;";
   private static final String CARD  = "border:1px solid rgba(127,127,127,.3);border-radius:8px;padding:1rem;min-width:0;overflow-wrap:anywhere;";
+   private static final String ROW   = "border:1px solid rgba(127,127,127,.25);border-radius:6px;padding:.75rem;margin:0 0 .75rem;min-width:0;";
+   private static final String CELLS = "display:grid;grid-template-columns:repeat(auto-fit,minmax(9.5rem,1fr));gap:.6rem 1rem;margin:.6rem 0 0;font-size:.9rem;";
   private static final String LIST  = "display:grid;grid-template-columns:minmax(7rem,auto) 1fr;gap:.25rem .75rem;margin:0 0 .75rem;font-size:.9rem;";
-   private static final String ITEMS = "margin:0 0 .75rem;padding-left:1.25rem;font-size:.9rem;";
+   private static final String ITEMS = "margin:0 0 .75rem;padding-left:1.25rem;list-style:disc;font-size:.9rem;display:grid;gap:.35rem;";
   private static final String MUTED = "opacity:.75;";
+   private static final String LINK  = "color:inherit;text-decoration:underline;text-underline-offset:2px;";
+   private static final String CHIP  = "display:inline-flex;align-items:center;gap:.4rem;padding:.05rem .6rem;border-radius:999px;border:1px solid rgba(127,127,127,.4);font-size:.8rem;white-space:nowrap;";
+
+   private static final int TREND_BARS = 30;



@@ -59,14 +68,16 @@ public final class BackupsHomeView
    *******************************************************************************/
   public static String render(BackupsHomeData data, String pathPrefix)
   {
-      StringBuilder html = new StringBuilder("<div class=\"backups-home\" style=\"" + GRID + "\">");
+      StringBuilder html = new StringBuilder("<div class=\"backups-home\" style=\"" + ROOT + "\">");
      planStatus(html, data, pathPrefix);
+      setup(html, data, pathPrefix);
+      html.append("<div style=\"").append(GRID).append("\">");
      needsAttention(html, data, pathPrefix);
      latestTestRestore(html, data, pathPrefix);
-      trend(html, data);
      recentActivity(html, data, pathPrefix);
+      trend(html, data);
      retention(html, data);
-      return (html.append("</div>").toString());
+      return (html.append("</div></div>").toString());
   }


@@ -82,13 +93,13 @@ public final class BackupsHomeView
         case "ATTENTION" -> "Needs attention: see the Backups home.";
         default -> "All backups are within their SLA.";
      };
-      return ("<div style=\"" + CARD + "\"><strong>Backups</strong><p>" + esc(text) + "</p><a href=\"" + esc(pathPrefix) + "\">Open the Backups home</a></div>");
+      return ("<div style=\"" + CARD + "\"><strong>Backups</strong><p>" + esc(text) + "</p><a style=\"" + LINK + "\" href=\"" + esc(pathPrefix) + "\">Open the Backups home</a></div>");
   }



   /*******************************************************************************
-    ** Plan status: last successful backup, age against the SLA, last run, verification.
+    ** Plan status: one row per plan, the cells wrap to the width.
    *******************************************************************************/
   private static void planStatus(StringBuilder html, BackupsHomeData data, String prefix)
   {
@@ -99,24 +110,29 @@ public final class BackupsHomeView
      }
      for(QRecord plan : data.plans())
      {
-         Long   age = data.ageHours(plan);
-         Integer sla = plan.getValueInteger("slaHours");
-         html.append("<dl style=\"").append(LIST).append("\">");
-         html.append("<dt><strong>Plan</strong></dt><dd><a href=\"").append(esc(prefix + "/" + BackupsTables.PLAN + "/" + plan.getValue("id"))).append("\">")
-            .append(esc(plan.getValueString("name"))).append("</a>").append(Boolean.TRUE.equals(plan.getValueBoolean("isActive")) ? "" : " (not active)").append("</dd>");
-         row(html, "Status", label(plan.getValueString("slaStatus")));
-         row(html, "Last backup", plan.getValueInstant("lastSuccessDate") == null ? "No successful backup yet" : WHEN.format(plan.getValueInstant("lastSuccessDate")));
-         if(age != null && sla != null)
+         Long    age    = data.ageHours(plan);
+         Integer sla    = plan.getValueInteger("slaHours");
+         String  status = data.effectiveStatus(plan);
+         QRecord last   = data.lastRun(plan);
+
+         html.append("<div style=\"").append(ROW).append("\"><div style=\"display:flex;flex-wrap:wrap;align-items:center;gap:.5rem .75rem;\">");
+         html.append("<strong>").append(recordLink(prefix, BackupsTables.PLAN, plan.getValue("id"), plan.getValueString("name"))).append("</strong>");
+         html.append(chip(status));
+         if(!Boolean.TRUE.equals(plan.getValueBoolean("isActive")))
         {
-            row(html, "Age against SLA", age + " h of " + sla + " h" + (age > sla ? " - late" : ""));
+            html.append("<span style=\"").append(MUTED).append("\">Not active</span>");
         }
-         row(html, "Last verified", plan.getValueInstant("lastVerifiedDate") == null ? "Not verified yet" : WHEN.format(plan.getValueInstant("lastVerifiedDate")));
-         row(html, "Schedule", plan.getValueString("cronExpression") == null ? "Manual only" : plan.getValueString("cronExpression"));
+         html.append("</div><div style=\"").append(CELLS).append("\">");
+         cell(html, "Last backup", plan.getValueInstant("lastSuccessDate") == null ? "No successful backup yet" : WHEN.format(plan.getValueInstant("lastSuccessDate")));
+         cell(html, "Age against SLA", age != null && sla != null ? age + " h of " + sla + " h" : (sla == null ? "No SLA set" : "Not run yet"));
+         cell(html, "Last run", last == null ? "None yet" : label(last.getValueString("status")) + (last.getValueInstant("startDate") == null ? "" : ", " + WHEN.format(last.getValueInstant("startDate"))));
+         cell(html, "Schedule", plan.getValueString("cronExpression") == null ? "Manual only" : plan.getValueString("cronExpression"));
+         cell(html, "Last verified", plan.getValueInstant("lastVerifiedDate") == null ? "Not verified yet" : WHEN.format(plan.getValueInstant("lastVerifiedDate")));
         if(plan.getValueString("objectLockMode") != null && !"NONE".equals(plan.getValueString("objectLockMode")))
         {
-            row(html, "Object lock", plan.getValueString("objectLockMode") + ", " + plan.getValueInteger("objectLockDays") + " days");
+            cell(html, "Object lock", plan.getValueString("objectLockMode") + (plan.getValueInteger("objectLockDays") == null ? "" : ", " + plan.getValueInteger("objectLockDays") + " days"));
         }
-         html.append("</dl>");
+         html.append("</div></div>");
      }
      link(html, prefix, BackupsTables.PLAN, "Backup plans");
      close(html);
@@ -124,6 +140,50 @@ public final class BackupsHomeView



+   /*******************************************************************************
+    ** The Setup card: what a working backup needs, whether each part is in place,
+    ** and the next step, linked to its table.
+    *******************************************************************************/
+   private static void setup(StringBuilder html, BackupsHomeData data, String prefix)
+   {
+      List<BackupsSetupStatus.Item> items = BackupsSetupStatus.load(data.plans());
+      open(html, "Setup");
+      long todo = items.stream().filter(i -> i.state() == BackupsSetupStatus.State.TODO).count();
+      html.append("<p style=\"margin:0 0 .6rem;font-size:.9rem;\">")
+         .append(todo == 0 ? "Everything backups need is set up." : esc(todo + (todo == 1 ? " item needs" : " items need") + " attention."))
+         .append("</p><ul style=\"list-style:none;margin:0;padding:0;\">");
+      for(BackupsSetupStatus.Item item : items)
+      {
+         String color = switch(item.state())
+         {
+            case OK -> "#16a34a";
+            case TODO -> "#dc2626";
+            case DEFAULT -> "#d97706";
+            case OPTIONAL -> "#9ca3af";
+         };
+         String label = switch(item.state())
+         {
+            case OK -> "Set up";
+            case TODO -> "Needs setup";
+            case DEFAULT -> "Using defaults";
+            case OPTIONAL -> "Optional";
+         };
+         html.append("<li style=\"").append(ROW).append("\"><div style=\"display:flex;flex-wrap:wrap;align-items:center;gap:.5rem .75rem;\">")
+            .append("<strong>").append("<a style=\"").append(LINK).append("\" href=\"").append(esc(prefix + "/" + item.tableName())).append("\">").append(esc(item.label())).append("</a></strong>")
+            .append("<span style=\"").append(CHIP).append("\"><span aria-hidden=\"true\" style=\"width:.55rem;height:.55rem;border-radius:50%;background:").append(color).append(";display:inline-block;\"></span>").append(esc(label)).append("</span>")
+            .append("</div><div style=\"font-size:.9rem;margin-top:.35rem;\">").append(esc(item.detail())).append("</div>");
+         if(item.nextStep() != null)
+         {
+            html.append("<div style=\"").append(MUTED).append("font-size:.9rem;margin-top:.2rem;\">Next: ").append(esc(item.nextStep())).append("</div>");
+         }
+         html.append("</li>");
+      }
+      html.append("</ul>");
+      close(html);
+   }
+
+
+
   /*******************************************************************************
    ** Needs attention.
    *******************************************************************************/
@@ -144,13 +204,13 @@ public final class BackupsHomeView
         html.append("<ul style=\"").append(ITEMS).append("\">");
         for(QRecord plan : plans)
         {
-            html.append("<li><a href=\"").append(esc(prefix + "/" + BackupsTables.PLAN + "/" + plan.getValue("id"))).append("\">").append(esc(plan.getValueString("name")))
-               .append("</a>: ").append(esc(label(plan.getValueString("slaStatus")))).append("</li>");
+            html.append("<li>").append(recordLink(prefix, BackupsTables.PLAN, plan.getValue("id"), plan.getValueString("name")))
+               .append(": ").append(esc(label(data.effectiveStatus(plan)))).append("</li>");
         }
         for(QRecord run : data.failedRuns())
         {
-            html.append("<li><a href=\"").append(esc(prefix + "/" + BackupsTables.RUN + "/" + run.getValue("id"))).append("\">Run ").append(esc(run.getValueString("runKey")))
-               .append("</a> ").append(esc(label(run.getValueString("status")))).append("</li>");
+            html.append("<li>Run ").append(recordLink(prefix, BackupsTables.RUN, run.getValue("id"), run.getValueString("runKey")))
+               .append(": ").append(esc(label(run.getValueString("status")))).append("</li>");
         }
         html.append("</ul>");
      }
@@ -178,7 +238,8 @@ public final class BackupsHomeView
         html.append("<dl style=\"").append(LIST).append("\">");
         row(html, "Plan", plan.getValueString("name"));
         row(html, "Result", label(v.getValueString("status")));
-         row(html, "Compared", v.getValueInteger("tablesChecked") + " tables, " + v.getValueLong("rowsChecked") + " rows, " + v.getValueInteger("mismatches") + " mismatches");
+         row(html, "Compared", number(v.getValueLong("rowsChecked")) + " rows in " + number(toLong(v.getValueInteger("tablesChecked"))) + " tables, "
+            + number(toLong(v.getValueInteger("mismatches"))) + " mismatches");
         row(html, "Scratch target", v.getValueString("scratchTarget") == null ? "Not recorded" : v.getValueString("scratchTarget"));
         html.append("</dl>");
      }
@@ -193,7 +254,8 @@ public final class BackupsHomeView


   /*******************************************************************************
-    ** Size and duration trend per plan, as numbers next to each other.
+    ** Size trend per plan: bars for the stored size of each successful run (oldest
+    ** left), then the numbers.
    *******************************************************************************/
   private static void trend(StringBuilder html, BackupsHomeData data)
   {
@@ -209,13 +271,14 @@ public final class BackupsHomeView
         any = true;
         QRecord first = runs.get(0);
         QRecord last  = runs.get(runs.size() - 1);
+         html.append("<div style=\"margin:0 0 .75rem;\"><strong style=\"font-size:.9rem;\">").append(esc(plan.getValueString("name"))).append("</strong>");
+         bars(html, runs);
         html.append("<dl style=\"").append(LIST).append("\">");
-         row(html, "Plan", plan.getValueString("name"));
         row(html, "Successful runs", String.valueOf(runs.size()));
-         row(html, "Stored (first, latest)", bytes(first.getValueLong("bytesStored")) + ", " + bytes(last.getValueLong("bytesStored")));
-         row(html, "Rows (first, latest)", number(first.getValueLong("rowsTotal")) + ", " + number(last.getValueLong("rowsTotal")));
-         row(html, "Duration (latest)", last.getValueLong("durationMs") == null ? "Not recorded" : last.getValueLong("durationMs") / 1000 + " s");
-         html.append("</dl>");
+         row(html, "Stored", bytes(first.getValueLong("bytesStored")) + " at first, " + bytes(last.getValueLong("bytesStored")) + " latest");
+         row(html, "Rows", number(first.getValueLong("rowsTotal")) + " at first, " + number(last.getValueLong("rowsTotal")) + " latest");
+         row(html, "Duration", last.getValueLong("durationMs") == null ? "Not recorded" : duration(last.getValueLong("durationMs")) + " latest");
+         html.append("</dl></div>");
      }
      if(!any)
      {
@@ -227,7 +290,31 @@ public final class BackupsHomeView


   /*******************************************************************************
-    ** Recent activity: the last runs and restores.
+    ** A row of bars, one per run, tall in proportion to the stored bytes.
+    *******************************************************************************/
+   private static void bars(StringBuilder html, List<QRecord> runs)
+   {
+      List<QRecord> shown = runs.size() > TREND_BARS ? runs.subList(runs.size() - TREND_BARS, runs.size()) : runs;
+      long          max   = 1;
+      for(QRecord run : shown)
+      {
+         max = Math.max(max, run.getValueLong("bytesStored") == null ? 0 : run.getValueLong("bytesStored"));
+      }
+      html.append("<div role=\"img\" aria-label=\"Stored size of the last ").append(shown.size()).append(" successful runs\" style=\"display:flex;align-items:flex-end;gap:2px;height:2.5rem;margin:.4rem 0 .6rem;\">");
+      for(QRecord run : shown)
+      {
+         long   value = run.getValueLong("bytesStored") == null ? 0 : run.getValueLong("bytesStored");
+         long   pct   = Math.max(4, Math.round(100.0 * value / max));
+         String title = (run.getValueInstant("startDate") == null ? "" : WHEN.format(run.getValueInstant("startDate")) + ": ") + bytes(run.getValueLong("bytesStored"));
+         html.append("<span title=\"").append(esc(title)).append("\" style=\"flex:1 1 0;min-width:2px;max-width:1.5rem;height:").append(pct).append("%;background:currentColor;opacity:.55;border-radius:2px 2px 0 0;\"></span>");
+      }
+      html.append("</div>");
+   }
+
+
+
+   /*******************************************************************************
+    ** Recent activity: the last runs, restores and verifications.
    *******************************************************************************/
   private static void recentActivity(StringBuilder html, BackupsHomeData data, String prefix)
   {
@@ -242,13 +329,13 @@ public final class BackupsHomeView
         data.recentRuns().stream().limit(6).forEach(run ->
         {
            Instant start = run.getValueInstant("startDate");
-            html.append("<li>Backup <a href=\"").append(esc(prefix + "/" + BackupsTables.RUN + "/" + run.getValue("id"))).append("\">").append(esc(run.getValueString("runKey")))
-               .append("</a>: ").append(esc(label(run.getValueString("status")))).append(start == null ? "" : ", " + WHEN.format(start)).append("</li>");
+            html.append("<li>Backup ").append(recordLink(prefix, BackupsTables.RUN, run.getValue("id"), run.getValueString("runKey")))
+               .append(": ").append(esc(label(run.getValueString("status")))).append(start == null ? "" : ", " + esc(WHEN.format(start))).append("</li>");
         });
-         data.restores().stream().limit(2).forEach(restore -> html.append("<li>Restore <a href=\"").append(esc(prefix + "/" + BackupsTables.RESTORE_RUN + "/" + restore.getValue("id")))
-            .append("\">#").append(esc(String.valueOf(restore.getValue("id")))).append("</a>: ").append(esc(label(restore.getValueString("status")))).append("</li>"));
-         data.verifications().stream().limit(2).forEach(v -> html.append("<li>Verify <a href=\"").append(esc(prefix + "/" + BackupsTables.VERIFICATION + "/" + v.getValue("id")))
-            .append("\">").append(esc(label(v.getValueString("level")))).append("</a>: ").append(esc(label(v.getValueString("status")))).append("</li>"));
+         data.restores().stream().limit(2).forEach(restore -> html.append("<li>Restore ").append(recordLink(prefix, BackupsTables.RESTORE_RUN, restore.getValue("id"), "#" + restore.getValue("id")))
+            .append(": ").append(esc(label(restore.getValueString("status")))).append("</li>"));
+         data.verifications().stream().limit(2).forEach(v -> html.append("<li>Verify ").append(recordLink(prefix, BackupsTables.VERIFICATION, v.getValue("id"), label(v.getValueString("level"))))
+            .append(": ").append(esc(label(v.getValueString("status")))).append("</li>"));
         html.append("</ul>");
      }
      link(html, prefix, BackupsTables.RUN, "All runs");
@@ -274,9 +361,10 @@ public final class BackupsHomeView
         any = true;
         html.append("<dl style=\"").append(LIST).append("\">");
         row(html, "Plan", plan.getValueString("name"));
-         row(html, "Kept", counts.entrySet().stream().map(e -> e.getValue() + " " + label(e.getKey()).toLowerCase()).reduce((a, b) -> a + ", " + b).orElse(""));
-         List<QRecord> runs = data.successfulRuns(plan.getValueInteger("id"));
-         Instant oldest = runs.isEmpty() ? null : runs.get(0).getValueInstant("startDate");
+         row(html, "Kept", counts.entrySet().stream().map(e -> e.getValue() + " " + ("UNCLASSIFIED".equals(e.getKey()) ? "not classified yet (no prune has run)" : label(e.getKey()).toLowerCase()))
+            .reduce((a, b) -> a + ", " + b).orElse(""));
+         List<QRecord> runs   = data.successfulRuns(plan.getValueInteger("id"));
+         Instant       oldest = runs.isEmpty() ? null : runs.get(0).getValueInstant("startDate");
         row(html, "Oldest restorable", oldest == null ? "Not known" : WHEN.format(oldest));
         html.append("</dl>");
      }
@@ -290,17 +378,17 @@ public final class BackupsHomeView


   /*******************************************************************************
-    **
+    ** Open a card.
    *******************************************************************************/
   private static void open(StringBuilder html, String title)
   {
-      html.append("<section style=\"").append(CARD).append("\"><h3 style=\"margin:0 0 .75rem;font-size:1rem;\">").append(esc(title)).append("</h3>");
+      html.append("<section style=\"").append(CARD).append("\"><h3 style=\"margin:0 0 .75rem;font-size:1rem;font-weight:600;\">").append(esc(title)).append("</h3>");
   }



   /*******************************************************************************
-    **
+    ** Close a card.
    *******************************************************************************/
   private static void close(StringBuilder html)
   {
@@ -310,17 +398,17 @@ public final class BackupsHomeView


   /*******************************************************************************
-    **
+    ** A muted empty-state line.
    *******************************************************************************/
   private static void empty(StringBuilder html, String text)
   {
-      html.append("<p style=\"").append(MUTED).append("margin:0 0 .75rem;\">").append(esc(text)).append("</p>");
+      html.append("<p style=\"").append(MUTED).append("margin:0 0 .75rem;font-size:.9rem;\">").append(esc(text)).append("</p>");
   }



   /*******************************************************************************
-    **
+    ** A name and value pair in a definition list.
    *******************************************************************************/
   private static void row(StringBuilder html, String name, String value)
   {
@@ -330,17 +418,53 @@ public final class BackupsHomeView


   /*******************************************************************************
-    **
+    ** A small label over its value (a plan row cell).
    *******************************************************************************/
-   private static void link(StringBuilder html, String prefix, String table, String text)
+   private static void cell(StringBuilder html, String name, String value)
   {
-      html.append("<a href=\"").append(esc(prefix + "/" + table)).append("\">").append(esc(text)).append("</a>");
+      html.append("<div style=\"min-width:0;\"><div style=\"").append(MUTED).append("font-size:.75rem;\">").append(esc(name)).append("</div><div>").append(esc(value)).append("</div></div>");
   }



   /*******************************************************************************
-    ** SOME_STATUS to Some status.
+    ** A status chip: a colored dot (the only color) and the status label.
+    *******************************************************************************/
+   private static String chip(String status)
+   {
+      String color = switch(status == null ? "UNKNOWN" : status)
+      {
+         case "OK" -> "#16a34a";
+         case "LATE", "UNVERIFIED", "UNKNOWN" -> "#d97706";
+         default -> "#dc2626";
+      };
+      return ("<span style=\"" + CHIP + "\"><span aria-hidden=\"true\" style=\"width:.55rem;height:.55rem;border-radius:50%;background:" + color + ";display:inline-block;\"></span>" + esc(label(status)) + "</span>");
+   }
+
+
+
+   /*******************************************************************************
+    ** A link to the table list at the end of a card.
+    *******************************************************************************/
+   private static void link(StringBuilder html, String prefix, String table, String text)
+   {
+      html.append("<a style=\"").append(LINK).append("font-size:.9rem;\" href=\"").append(esc(prefix + "/" + table)).append("\">").append(esc(text)).append("</a>");
+   }
+
+
+
+   /*******************************************************************************
+    ** A link to a record.
+    *******************************************************************************/
+   private static String recordLink(String prefix, String table, Object id, String text)
+   {
+      return ("<a style=\"" + LINK + "\" href=\"" + esc(prefix + "/" + table + "/" + id) + "\">" + esc(text == null ? String.valueOf(id) : text) + "</a>");
+   }
+
+
+
+   /*******************************************************************************
+    ** SOME_STATUS to Some status (OK stays OK).
    *******************************************************************************/
   static String label(String status)
   {
@@ -348,6 +472,10 @@ public final class BackupsHomeView
      {
         return ("Unknown");
      }
+      if("OK".equals(status))
+      {
+         return ("OK");
+      }
      String s = status.replace('_', ' ').toLowerCase();
      return (Character.toUpperCase(s.charAt(0)) + s.substring(1));
   }
@@ -355,7 +483,32 @@ public final class BackupsHomeView


   /*******************************************************************************
-    **
+    ** An Integer as a Long, null-safe.
+    *******************************************************************************/
+   private static Long toLong(Integer value)
+   {
+      return (value == null ? null : value.longValue());
+   }
+
+
+
+   /*******************************************************************************
+    ** Milliseconds as a short duration.
+    *******************************************************************************/
+   static String duration(long millis)
+   {
+      if(millis < 1000)
+      {
+         return (millis + " ms");
+      }
+      long seconds = millis / 1000;
+      return (seconds < 60 ? seconds + " s" : seconds / 60 + " min " + seconds % 60 + " s");
+   }
+
+
+
+   /*******************************************************************************
+    ** Bytes as a short size.
    *******************************************************************************/
   static String bytes(Long value)
   {
@@ -363,7 +516,7 @@ public final class BackupsHomeView
      {
         return ("Not recorded");
      }
-      double v = value;
+      double   v     = value;
      String[] units = { "B", "KB", "MB", "GB", "TB" };
      int      i     = 0;
      while(v >= 1024 && i < units.length - 1)
@@ -377,7 +530,7 @@ public final class BackupsHomeView


   /*******************************************************************************
-    **
+    ** A number with separators.
    *******************************************************************************/
   static String number(Long value)
   {
@@ -387,7 +540,7 @@ public final class BackupsHomeView


   /*******************************************************************************
-    **
+    ** HTML-escape.
    *******************************************************************************/
   static String esc(String s)
   {
@@ -0,0 +1,207 @@
+/*
+ * Copyright 2026 Kingsrook, LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *     http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */
+
+package com.kingsrook.qbits.backups.app;
+
+
+import java.util.ArrayList;
+import java.util.LinkedHashSet;
+import java.util.List;
+import java.util.Set;
+import com.kingsrook.qbits.backups.BackupsQBitConfig;
+import com.kingsrook.qbits.backups.BackupsRuntime;
+import com.kingsrook.qbits.backups.model.BackupsTables;
+import com.kingsrook.qbits.backups.processes.DefaultPlanProcess;
+import com.kingsrook.qqq.backend.core.model.data.QRecord;
+
+
+/*******************************************************************************
+ ** The Setup card on the Backups home: what a working backup needs (a plan, a
+ ** storage bucket that resolves, a schedule, verification, a separate prune
+ ** bucket), whether each is in place, and the next step.  Computed from the plans
+ ** the home already loaded and the runtime's storage resolver; it reads nothing
+ ** else.
+ *******************************************************************************/
+public final class BackupsSetupStatus
+{
+   /*******************************************************************************
+    ** OK: in place. TODO: backups need it. DEFAULT: working, with a default worth a
+    ** look. OPTIONAL: a feature that is off until set up.
+    *******************************************************************************/
+   public enum State
+   {
+      OK, TODO, DEFAULT, OPTIONAL
+   }
+
+
+
+   /*******************************************************************************
+    ** One line of the card.
+    *******************************************************************************/
+   public record Item(String label, String tableName, State state, String detail, String nextStep)
+   {
+   }
+
+
+
+   /*******************************************************************************
+    ** Utility class.
+    *******************************************************************************/
+   private BackupsSetupStatus()
+   {
+   }
+
+
+
+   /*******************************************************************************
+    ** Build the items from the plans.
+    *******************************************************************************/
+   public static List<Item> load(List<QRecord> plans)
+   {
+      BackupsQBitConfig config = BackupsRuntime.isInstalled() ? BackupsRuntime.getConfig() : null;
+      return (load(plans, config != null && hasContent(config.getSchedulerName()), config == null ? null : config.getHostSchedulerDescription(),
+         config != null && Boolean.TRUE.equals(config.getHostSchedulerRunsVerification())));
+   }
+
+
+
+   /*******************************************************************************
+    ** Build the items from the plans, given whether a scheduler is configured (a plan
+    ** cron only fires through the scheduler the qbit config names).
+    *******************************************************************************/
+   public static List<Item> load(List<QRecord> plans, boolean schedulerConfigured)
+   {
+      return (load(plans, schedulerConfigured, null, false));
+   }
+
+
+
+   /*******************************************************************************
+    ** Build the items from the plans. A host that runs plan crons with its own tick
+    ** (hostScheduler names it) has crons that fire; hostRunsVerification says whether
+    ** that tick also runs the verify cron.
+    *******************************************************************************/
+   public static List<Item> load(List<QRecord> plans, boolean schedulerConfigured, String hostScheduler, boolean hostRunsVerification)
+   {
+      boolean host = hasContent(hostScheduler);
+      List<Item> items = new ArrayList<>();
+      List<QRecord> active = plans.stream().filter(p -> Boolean.TRUE.equals(p.getValueBoolean("isActive"))).toList();
+
+      ///////////
+      // plans //
+      ///////////
+      if(plans.isEmpty())
+      {
+         items.add(new Item("Backup plans", BackupsTables.PLAN, State.TODO, "No plan: nothing is backed up.",
+            "Run Create default plan on Backup plans (it asks only for the storage bucket alias), or add a plan with New."));
+         items.add(new Item("Plan scope rules", BackupsTables.PLAN_SCOPE, State.OPTIONAL, "None needed yet.",
+            "A plan that backs up everything (scope Instance) needs no rules. Add them on a plan that is limited to apps, qbits or tables."));
+         return (items);
+      }
+      items.add(active.isEmpty()
+         ? new Item("Backup plans", BackupsTables.PLAN, State.TODO, plans.size() + (plans.size() == 1 ? " plan, but it is" : " plans, but none is") + " active: nothing runs on its own.", "Turn a plan on (Active).")
+         : new Item("Backup plans", BackupsTables.PLAN, State.OK, active.size() + " active plan" + (active.size() == 1 ? "" : "s") + " of " + plans.size() + ".", null));
+
+      /////////////////////////////////////////
+      // scope rules: needed unless INSTANCE //
+      /////////////////////////////////////////
+      List<String> limited = plans.stream().filter(p -> p.getValueString("scopeType") != null && !"INSTANCE".equals(p.getValueString("scopeType"))).map(p -> p.getValueString("name")).toList();
+      items.add(limited.isEmpty()
+         ? new Item("Plan scope rules", BackupsTables.PLAN_SCOPE, State.OPTIONAL, "Every plan backs up the whole instance, so no rules are needed.",
+            "Add rules to a plan only to include or leave out apps, qbits, tables or roles.")
+         : new Item("Plan scope rules", BackupsTables.PLAN_SCOPE, State.OK, limited.size() + (limited.size() == 1 ? " plan is" : " plans are") + " limited by scope rules: " + String.join(", ", limited) + ".",
+            "Check each plan's Scope rules to see what it covers."));
+
+      ///////////////////////////////////////////////
+      // storage: every alias a plan names resolves //
+      ///////////////////////////////////////////////
+      Set<String> aliases = new LinkedHashSet<>();
+      for(QRecord plan : plans)
+      {
+         for(String field : List.of("storageBucketAlias", "pruneBucketAlias"))
+         {
+            if(plan.getValueString(field) != null)
+            {
+               aliases.add(plan.getValueString(field));
+            }
+         }
+      }
+      List<String> broken = new ArrayList<>();
+      for(String alias : aliases)
+      {
+         try
+         {
+            BackupsRuntime.storageFor(alias);
+         }
+         catch(RuntimeException e)
+         {
+            broken.add(alias);
+         }
+      }
+      items.add(broken.isEmpty()
+         ? new Item("Storage", BackupsTables.PLAN, State.OK, aliases.size() + " storage bucket alias" + (aliases.size() == 1 ? "" : "es") + " in use, and each resolves.", "Run Test destination on a plan to prove it can write.")
+         : new Item("Storage", BackupsTables.PLAN, State.TODO, "These aliases do not resolve to a bucket: " + String.join(", ", broken) + ".",
+            "Fix the alias on the plan, or add the bucket to the application's storage resolver."));
+
+      /////////////////////////////////////////
+      // schedule: an active plan has a cron //
+      /////////////////////////////////////////
+      long scheduled = active.stream().filter(p -> hasContent(p.getValueString("cronExpression"))).count();
+      String noScheduler = "No scheduler is configured (schedulerName on the qbit config), so plan crons are saved but never fire";
+      items.add(!schedulerConfigured && !host
+         ? new Item("Schedule", BackupsTables.PLAN, State.TODO, noScheduler + ". Backups run only when someone clicks Run backup now.",
+            "Set schedulerName on the qbit config (or run your own tick if the application does), then give each plan a cron expression.")
+         : scheduled == 0
+         ? new Item("Schedule", BackupsTables.PLAN, State.TODO, "No active plan has a schedule: backups run only when someone clicks Run backup now.", "Set a Cron expression on a plan (for example " + DefaultPlanProcess.CRON + ").")
+         : new Item("Schedule", BackupsTables.PLAN, State.OK, scheduled + " active plan" + (scheduled == 1 ? " runs" : "s run") + " on a schedule"
+            + (host && !schedulerConfigured ? ", run by " + hostScheduler + " (the application scheduler)." : "."), null));
+
+      //////////////////
+      // verification //
+      //////////////////
+      long verified = active.stream().filter(p -> hasContent(p.getValueString("verifyCronExpression"))).count();
+      items.add(host && !schedulerConfigured && !hostRunsVerification
+         ? new Item("Verification", BackupsTables.VERIFICATION, State.OPTIONAL, "Not run by " + hostScheduler + ": verify cron expressions are saved but nothing fires them.",
+            "Run Verify backup on a run by hand, or have the application scheduler run the backupVerifyPlan process for each plan.")
+         : !schedulerConfigured && !host
+         ? new Item("Verification", BackupsTables.VERIFICATION, State.TODO, noScheduler + ", so no verification is scheduled.",
+            "Set schedulerName on the qbit config, then a verify cron expression on a plan; or run Verify backup on a run by hand.")
+         : verified == 0
+         ? new Item("Verification", BackupsTables.VERIFICATION, State.OPTIONAL, "No plan verifies its backups on a schedule.",
+            "Set a Verify cron expression on a plan, or run Verify backup on a run. A backup nobody has restored is a guess.")
+         : new Item("Verification", BackupsTables.VERIFICATION, State.OK, verified + " active plan" + (verified == 1 ? " verifies" : "s verify") + " its latest backup on a schedule.", null));
+
+      ////////////////////////////////////////////
+      // prune bucket: separate delete authority //
+      ////////////////////////////////////////////
+      long noPrune = plans.stream().filter(p -> !hasContent(p.getValueString("pruneBucketAlias"))).count();
+      items.add(noPrune == 0
+         ? new Item("Prune bucket", BackupsTables.PLAN, State.OK, "Every plan prunes through its own delete-capable bucket alias.", null)
+         : new Item("Prune bucket", BackupsTables.PLAN, State.DEFAULT, noPrune + (noPrune == 1 ? " plan has" : " plans have") + " no prune bucket: Prune uses the backup bucket, so one key can both write and delete backups.",
+            "Give the plan a separate delete-capable Prune bucket alias."));
+      return (items);
+   }
+
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   private static boolean hasContent(String value)
+   {
+      return (value != null && !value.isBlank());
+   }
+}
@@ -32,6 +32,7 @@ import com.kingsrook.qqq.backend.core.model.actions.tables.query.QQueryFilter;
 import com.kingsrook.qqq.backend.core.model.data.QRecord;
 import com.kingsrook.qqq.backend.core.model.metadata.QInstance;
 import com.kingsrook.qqq.backend.core.model.session.QSession;
+import com.kingsrook.qqq.backend.core.model.session.QSystemUserSession;
 import com.kingsrook.qqq.middleware.health.HealthIndicator;
 import com.kingsrook.qqq.middleware.health.model.metadata.HealthCheckResult;
 import com.kingsrook.qqq.middleware.health.model.metadata.HealthStatus;
@@ -79,7 +80,7 @@ public class BackupsHealthIndicator implements HealthIndicator
      boolean             ownsContext = QContext.getQInstance() == null;
      if(ownsContext)
      {
-         QContext.init(qInstance, new QSession());
+         QContext.init(qInstance, systemSession(qInstance));
      }
      try
      {
@@ -117,4 +118,16 @@ public class BackupsHealthIndicator implements HealthIndicator
         }
      }
   }
+
+
+
+   /*******************************************************************************
+    ** The session for a health request that has no QQQ context. It must be the
+    ** core system user: token-based authentication modules (OAuth2, Auth0)
+    ** reject any other tokenless session, which failed the check on such hosts.
+    *******************************************************************************/
+   static QSession systemSession(QInstance qInstance)
+   {
+      return (new QSystemUserSession(qInstance));
+   }
 }
@@ -137,6 +137,7 @@ public record BackupManifest(
      String backend,
      String primaryKey,
      String fingerprint,
+      String fingerprintAlgorithm,
      Map<String, Object> schema,
      String filter,
      List<ExcludedField> excludedFields,
@@ -0,0 +1,170 @@
+/*
+ * Copyright 2026 Kingsrook, LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *     http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */
+
+package com.kingsrook.qbits.backups.manifest;
+
+
+import java.nio.charset.StandardCharsets;
+import java.util.ArrayList;
+import java.util.LinkedHashMap;
+import java.util.List;
+import java.util.Map;
+import java.util.TreeMap;
+import com.kingsrook.qbits.backups.codec.HashingOutputStream;
+import com.kingsrook.qqq.backend.core.model.metadata.fields.QFieldMetaData;
+import com.kingsrook.qqq.backend.core.model.metadata.tables.Association;
+import com.kingsrook.qqq.backend.core.model.metadata.tables.QTableMetaData;
+import com.kingsrook.qqq.backend.core.model.metadata.tables.UniqueKey;
+
+
+/*******************************************************************************
+ ** Frozen pre-RC.6 fingerprint algorithm, used only to read existing manifests.
+ ** Keep its descriptor and escaping byte-compatible with the original writer.
+ *******************************************************************************/
+final class LegacyTableFingerprint
+{
+
+   /*******************************************************************************
+    ** Utility class.
+    *******************************************************************************/
+   private LegacyTableFingerprint()
+   {
+   }
+
+
+
+   /*******************************************************************************
+    ** The descriptor of a table (sorted fields; plain maps and lists, so it is also
+    ** what goes in the manifest schema).
+    *******************************************************************************/
+   public static Map<String, Object> descriptor(QTableMetaData table, String backendType)
+   {
+      Map<String, Object> d = new LinkedHashMap<>();
+      d.put("name", table.getName());
+      d.put("primaryKey", table.getPrimaryKeyField());
+      d.put("backendType", backendType);
+
+      Map<String, Object> fields = new TreeMap<>();
+      for(QFieldMetaData field : new TreeMap<>(table.getFields()).values())
+      {
+         Map<String, Object> f = new LinkedHashMap<>();
+         f.put("type", field.getType().name());
+         f.put("required", field.getIsRequired());
+         f.put("maxLength", field.getMaxLength());
+         f.put("pvs", field.getPossibleValueSourceName());
+         f.put("heavy", field.getIsHeavy());
+         f.put("sensitive", field.getIsSensitive());
+         fields.put(field.getName(), f);
+      }
+      d.put("fields", fields);
+
+      List<String> uniqueKeys = new ArrayList<>();
+      if(table.getUniqueKeys() != null)
+      {
+         for(UniqueKey key : table.getUniqueKeys())
+         {
+            uniqueKeys.add(String.join("+", key.getFieldNames().stream().sorted().toList()));
+         }
+      }
+      uniqueKeys.sort(String::compareTo);
+      d.put("uniqueKeys", uniqueKeys);
+
+      List<String> associations = new ArrayList<>();
+      if(table.getAssociations() != null)
+      {
+         for(Association association : table.getAssociations())
+         {
+            associations.add(association.getName() + "->" + association.getAssociatedTableName());
+         }
+      }
+      associations.sort(String::compareTo);
+      d.put("associations", associations);
+      return (d);
+   }
+
+
+
+   /*******************************************************************************
+    ** The fingerprint of a table: sha256:hex of the canonical descriptor.
+    *******************************************************************************/
+   public static String of(QTableMetaData table, String backendType)
+   {
+      return (fingerprintOf(descriptor(table, backendType)));
+   }
+
+
+
+   /*******************************************************************************
+    ** The fingerprint of a descriptor (maps sorted by key at every level, no whitespace).
+    *******************************************************************************/
+   public static String fingerprintOf(Map<String, Object> descriptor)
+   {
+      StringBuilder sb = new StringBuilder();
+      canonical(descriptor, sb);
+      return ("sha256:" + HashingOutputStream.sha256Hex(sb.toString().getBytes(StandardCharsets.UTF_8)));
+   }
+
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   @SuppressWarnings("unchecked")
+   private static void canonical(Object o, StringBuilder sb)
+   {
+      if(o == null)
+      {
+         sb.append("null");
+      }
+      else if(o instanceof Map<?, ?> map)
+      {
+         sb.append('{');
+         boolean first = true;
+         for(Map.Entry<String, Object> e : new TreeMap<>((Map<String, Object>) map).entrySet())
+         {
+            if(!first)
+            {
+               sb.append(',');
+            }
+            first = false;
+            sb.append('"').append(e.getKey()).append("\":");
+            canonical(e.getValue(), sb);
+         }
+         sb.append('}');
+      }
+      else if(o instanceof List<?> list)
+      {
+         sb.append('[');
+         for(int i = 0; i < list.size(); i++)
+         {
+            if(i > 0)
+            {
+               sb.append(',');
+            }
+            canonical(list.get(i), sb);
+         }
+         sb.append(']');
+      }
+      else if(o instanceof Number || o instanceof Boolean)
+      {
+         sb.append(o);
+      }
+      else
+      {
+         sb.append('"').append(String.valueOf(o).replace("\\", "\\\\").replace("\"", "\\\"")).append('"');
+      }
+   }
+}
@@ -18,28 +18,23 @@ package com.kingsrook.qbits.backups.manifest;


 import java.nio.charset.StandardCharsets;
-import java.util.ArrayList;
 import java.util.LinkedHashMap;
 import java.util.List;
 import java.util.Map;
-import java.util.TreeMap;
 import com.kingsrook.qbits.backups.codec.HashingOutputStream;
-import com.kingsrook.qqq.backend.core.model.metadata.fields.QFieldMetaData;
-import com.kingsrook.qqq.backend.core.model.metadata.tables.Association;
 import com.kingsrook.qqq.backend.core.model.metadata.tables.QTableMetaData;
-import com.kingsrook.qqq.backend.core.model.metadata.tables.UniqueKey;
+import com.kingsrook.qqq.backend.core.model.metadata.tables.TableSchemaFingerprint;


 /*******************************************************************************
- ** A stable schema descriptor and SHA-256 fingerprint of a table (spec 5.5).
- **
- ** This is an internal stand-in for the QQQ core TableSchemaFingerprint (core PR
- ** feature/schema-fingerprint).  When that ships in the next 4.1.x RC, this class
- ** delegates to it and the descriptor below is kept only for reading old manifests.
- ** Labels, adornments and help text are excluded, so cosmetic changes do not count.
+ ** Core schema fingerprints with read compatibility for pre-RC.6 manifests.
 *******************************************************************************/
 public final class TableFingerprints
 {
+   public static final String CORE_ALGORITHM = "qqq-table-schema-v1";
+   public static final String LEGACY_ALGORITHM = "qbit-backups-table-v1";
+
+

   /*******************************************************************************
    ** Utility class.
@@ -51,134 +46,83 @@ public final class TableFingerprints


   /*******************************************************************************
-    ** The descriptor of a table (sorted fields; plain maps and lists, so it is also
-    ** what goes in the manifest schema).
+    ** The core descriptor stored in new manifests.
    *******************************************************************************/
   public static Map<String, Object> descriptor(QTableMetaData table, String backendType)
   {
-      Map<String, Object> d = new LinkedHashMap<>();
-      d.put("name", table.getName());
-      d.put("primaryKey", table.getPrimaryKeyField());
-      d.put("backendType", backendType);
-
-      Map<String, Object> fields = new TreeMap<>();
-      for(QFieldMetaData field : new TreeMap<>(table.getFields()).values())
-      {
-         Map<String, Object> f = new LinkedHashMap<>();
-         f.put("type", field.getType().name());
-         f.put("required", field.getIsRequired());
-         f.put("maxLength", field.getMaxLength());
-         f.put("pvs", field.getPossibleValueSourceName());
-         f.put("heavy", field.getIsHeavy());
-         f.put("sensitive", field.getIsSensitive());
-         fields.put(field.getName(), f);
-      }
-      d.put("fields", fields);
-
-      List<String> uniqueKeys = new ArrayList<>();
-      if(table.getUniqueKeys() != null)
-      {
-         for(UniqueKey key : table.getUniqueKeys())
-         {
-            uniqueKeys.add(String.join("+", key.getFieldNames().stream().sorted().toList()));
-         }
-      }
-      uniqueKeys.sort(String::compareTo);
-      d.put("uniqueKeys", uniqueKeys);
-
-      List<String> associations = new ArrayList<>();
-      if(table.getAssociations() != null)
-      {
-         for(Association association : table.getAssociations())
-         {
-            associations.add(association.getName() + "->" + association.getAssociatedTableName());
-         }
-      }
-      associations.sort(String::compareTo);
-      d.put("associations", associations);
-      return (d);
+      return (TableSchemaFingerprint.of(table, backendType).getDescriptor());
   }



   /*******************************************************************************
-    ** The fingerprint of a table: sha256:hex of the canonical descriptor.
+    ** Retain the manifest's sha256 prefix around the core hash.
    *******************************************************************************/
   public static String of(QTableMetaData table, String backendType)
   {
-      return (fingerprintOf(descriptor(table, backendType)));
+      return ("sha256:" + TableSchemaFingerprint.of(table, backendType).getHash());
   }



   /*******************************************************************************
-    ** The fingerprint of a descriptor (maps sorted by key at every level, no whitespace).
+    ** An absent algorithm identifies manifests written before RC.6. Unknown
+    ** algorithms must not silently fall back to a different fingerprint.
    *******************************************************************************/
-   public static String fingerprintOf(Map<String, Object> descriptor)
+   public static boolean matches(BackupManifest.TableEntry entry, QTableMetaData table, String backendType)
   {
-      StringBuilder sb = new StringBuilder();
-      canonical(descriptor, sb);
-      return ("sha256:" + HashingOutputStream.sha256Hex(sb.toString().getBytes(StandardCharsets.UTF_8)));
+      if(entry.fingerprint() == null)
+      {
+         return (false);
+      }
+      String algorithm = entry.fingerprintAlgorithm();
+      if(algorithm == null || LEGACY_ALGORITHM.equals(algorithm))
+      {
+         return (entry.fingerprint().equals(LegacyTableFingerprint.of(table, backendType)));
+      }
+      return (CORE_ALGORITHM.equals(algorithm) && entry.fingerprint().equals(of(table, backendType)));
   }



   /*******************************************************************************
-    ** The fingerprint of a whole instance's tables: a hash of the table fingerprints.
+    ** Normalize both descriptor versions to field-name maps for restore's
+    ** compatibility analysis. Core fields use a list and explicit flag names.
+    *******************************************************************************/
+   @SuppressWarnings("unchecked")
+   public static Map<String, Object> fields(Map<String, Object> descriptor)
+   {
+      Object fields = descriptor == null ? null : descriptor.get("fields");
+      if(fields instanceof Map<?, ?> map)
+      {
+         return ((Map<String, Object>) map);
+      }
+      Map<String, Object> result = new LinkedHashMap<>();
+      if(fields instanceof List<?> list)
+      {
+         for(Object item : list)
+         {
+            Map<String, Object> field = (Map<String, Object>) item;
+            Map<String, Object> normalized = new LinkedHashMap<>();
+            normalized.put("type", field.get("type"));
+            normalized.put("required", field.get("isRequired"));
+            normalized.put("maxLength", field.get("maxLength"));
+            normalized.put("pvs", field.get("possibleValueSource"));
+            normalized.put("heavy", field.get("isHeavy"));
+            normalized.put("sensitive", field.get("isSensitive"));
+            result.put((String) field.get("name"), normalized);
+         }
+      }
+      return (result);
+   }
+
+
+
+   /*******************************************************************************
+    ** The instance fingerprint remains a hash of the ordered table fingerprints.
    *******************************************************************************/
   public static String combine(List<String> tableFingerprints)
   {
      return ("sha256:" + HashingOutputStream.sha256Hex(String.join("\n", tableFingerprints).getBytes(StandardCharsets.UTF_8)));
   }
-
-
-
-   /*******************************************************************************
-    **
-    *******************************************************************************/
-   @SuppressWarnings("unchecked")
-   private static void canonical(Object o, StringBuilder sb)
-   {
-      if(o == null)
-      {
-         sb.append("null");
-      }
-      else if(o instanceof Map<?, ?> map)
-      {
-         sb.append('{');
-         boolean first = true;
-         for(Map.Entry<String, Object> e : new TreeMap<>((Map<String, Object>) map).entrySet())
-         {
-            if(!first)
-            {
-               sb.append(',');
-            }
-            first = false;
-            sb.append('"').append(e.getKey()).append("\":");
-            canonical(e.getValue(), sb);
-         }
-         sb.append('}');
-      }
-      else if(o instanceof List<?> list)
-      {
-         sb.append('[');
-         for(int i = 0; i < list.size(); i++)
-         {
-            if(i > 0)
-            {
-               sb.append(',');
-            }
-            canonical(list.get(i), sb);
-         }
-         sb.append(']');
-      }
-      else if(o instanceof Number || o instanceof Boolean)
-      {
-         sb.append(o);
-      }
-      else
-      {
-         sb.append('"').append(String.valueOf(o).replace("\\", "\\\\").replace("\"", "\\\"")).append('"');
-      }
-   }
 }
@@ -31,8 +31,14 @@ import com.kingsrook.qqq.backend.core.actions.customizers.TableCustomizers;
 import com.kingsrook.qqq.backend.core.model.metadata.code.QCodeReferenceWithProperties;
 import com.kingsrook.qqq.backend.core.scheduler.processes.BaseSyncToScheduledJobTableCustomizer;
 import com.kingsrook.qqq.backend.core.model.metadata.code.QCodeReference;
+import com.kingsrook.qqq.backend.core.actions.dashboard.widgets.ChildRecordListRenderer;
+import com.kingsrook.qqq.backend.core.model.actions.tables.query.QFilterOrderBy;
+import com.kingsrook.qqq.backend.core.model.metadata.dashboard.QWidgetMetaData;
 import com.kingsrook.qqq.backend.core.model.metadata.fields.QFieldMetaData;
+import com.kingsrook.qqq.backend.core.model.metadata.tables.QFieldSection;
+import com.kingsrook.qqq.backend.core.model.metadata.tables.Tier;
 import com.kingsrook.qqq.backend.core.model.metadata.fields.QFieldType;
+import com.kingsrook.qqq.backend.core.model.metadata.help.QHelpContent;
 import com.kingsrook.qqq.backend.core.model.metadata.joins.JoinOn;
 import com.kingsrook.qqq.backend.core.model.metadata.joins.JoinType;
 import com.kingsrook.qqq.backend.core.model.metadata.joins.QJoinMetaData;
@@ -70,7 +76,7 @@ public final class BackupsTables
   public static final List<String> PROCESS_WRITTEN = List.of(RUN, ARTIFACT, VERIFICATION, RESTORE_RUN, RESTORE_RUN_TABLE, FILE_OBJECT, ID_MAP);

   /** The tables shown in the nav (sub-tables appear as relations on their parents). */
-   public static final List<String> NAV_TABLES = List.of(PLAN, RUN, RESTORE_RUN, VERIFICATION, FILE_OBJECT);
+   public static final List<String> NAV_TABLES = List.of(PLAN, RUN, RESTORE_RUN, VERIFICATION);

   public static final List<String> ALL = List.of(PLAN, PLAN_SCOPE, RUN, ARTIFACT, VERIFICATION, RESTORE_RUN, RESTORE_RUN_TABLE, FILE_OBJECT, ID_MAP);

@@ -210,7 +216,111 @@ public final class BackupsTables
   public static List<QTableMetaData> tables(BackupsQBitConfig config)
   {
      return (List.of(plan(config), planScope(config), run(config), artifact(config), verification(config),
-         restoreRun(config), restoreRunTable(config), fileObject(config), idMap(config)));
+         restoreRun(config), restoreRunTable(config), fileObject(config), idMap(config)).stream().map(BackupsTables::withSections).toList());
+   }
+
+
+
+   /*******************************************************************************
+    ** Group a table's fields into record-screen sections (the identity and status
+    ** first, then one section per concern, then the system fields), so a record reads
+    ** as a few short groups instead of one long list.  Fields not named here land in
+    ** the last section.
+    *******************************************************************************/
+   static QTableMetaData withSections(QTableMetaData table)
+   {
+      List<Object[]> layout = switch(table.getName())
+      {
+         case PLAN -> List.of(
+            new Object[] { "plan", "Plan", "backup", Tier.T1, "name", "description", "planKey", "isActive", "scopeType", "slaStatus", "lastSuccessDate", "lastVerifiedDate" },
+            new Object[] { "schedule", "Schedule and SLA", "schedule", Tier.T2, "cronExpression", "cronTimeZoneId", "scheduledJobId", "slaHours", "verifySlaDays", "verifyCronExpression", "verifyLevel" },
+            new Object[] { "where", "Scope and storage", "storage", Tier.T2, "includeRoles", "storageBucketAlias", "pruneBucketAlias", "prefix", "critical", "consistency", "useReadReplica", "incrementalMode", "nativeDump" },
+            new Object[] { "format", "Format and safety", "shield", Tier.T2, "format", "compression", "encryptionMode", "encryptionKeyRef", "sensitiveFieldPolicy", "heavyFieldPolicy", "fileObjectPolicy", "fileMissingPolicy" },
+            new Object[] { "retention", "Retention and lock", "lock_clock", Tier.T2, "retainDaily", "retainWeekly", "retainMonthly", "retainYearly", "retainMinimum", "objectLockMode", "objectLockDays" },
+            new Object[] { "system", "Limits and history", "history", Tier.T3, "maxDurationMinutes", "pageSize", "targetPartBytes", "ownerUserId", "lastRunId", "lastSuccessRunId", "lastVerifiedRunId", "id", "createDate", "modifyDate" });
+         case RUN -> List.of(
+            new Object[] { "run", "Run", "history", Tier.T1, "runKey", "backupPlanId", "status", "trigger", "startDate", "endDate", "durationMs", "errorMessage" },
+            new Object[] { "volume", "Rows and size", "data_usage", Tier.T2, "tablesPlanned", "tablesDone", "rowsTotal", "bytesRaw", "bytesStored", "consistencyAchieved", "warningCount" },
+            new Object[] { "files", "Files", "attach_file", Tier.T2, "filesReferenced", "filesCopied", "filesDeduplicated", "filesMissing", "fileBytesCopied", "fileBytesReferenced" },
+            new Object[] { "storage", "Storage and integrity", "storage", Tier.T2, "storageBucketAlias", "runPrefix", "manifestKey", "manifestSha256", "snapshotId", "schemaFingerprint", "securityScope", "encryptionKeyRef", "encryptionKeyFingerprint", "verificationStatus" },
+            new Object[] { "retention", "Retention", "lock_clock", Tier.T2, "retentionClass", "lockedUntil", "prunedDate", "prunedByUserId" },
+            new Object[] { "system", "System", "settings", Tier.T3, "requestedByUserId", "heartbeatDate", "qqqVersion", "appVersion", "instanceName", "errorDetail", "id", "createDate", "modifyDate" });
+         case VERIFICATION -> List.of(
+            new Object[] { "result", "Result", "verified", Tier.T1, "backupRunId", "level", "status", "tablesChecked", "rowsChecked", "mismatches", "scratchTarget", "startDate", "endDate" },
+            new Object[] { "system", "Detail", "settings", Tier.T3, "trigger", "requestedByUserId", "detailJson", "id", "createDate", "modifyDate" });
+         case RESTORE_RUN -> List.of(
+            new Object[] { "restore", "Restore", "restore", Tier.T1, "sourceBackupRunId", "status", "mode", "idStrategy", "matchOn", "targetInstanceName", "startDate", "endDate", "errorMessage" },
+            new Object[] { "rows", "Rows", "table_rows", Tier.T2, "rowsInserted", "rowsUpdated", "rowsUnchanged", "rowsDeleted", "rowsSkipped", "rowsErrored", "sequencesResynced" },
+            new Object[] { "files", "Files", "attach_file", Tier.T2, "filesRestored", "filesAlreadyPresent", "filesConflicting", "filesMissingFromBackup", "fileBytesRestored" },
+            new Object[] { "system", "Safety and system", "settings", Tier.T3, "preRestoreBackupRunId", "scopeSummary", "automationsSuppressed", "esbSuppressed", "confirmationText", "requestedByUserId", "id", "createDate", "modifyDate" });
+         default -> List.of();
+      };
+      if(layout.isEmpty())
+      {
+         return (table);
+      }
+      java.util.Set<String> placed = new java.util.HashSet<>();
+      for(int i = 0; i < layout.size(); i++)
+      {
+         Object[]     spec   = layout.get(i);
+         List<String> fields = new ArrayList<>();
+         for(int f = 4; f < spec.length; f++)
+         {
+            fields.add((String) spec[f]);
+         }
+         if(i == layout.size() - 1)
+         {
+            table.getFields().keySet().stream().filter(name -> !placed.contains(name) && !fields.contains(name)).forEach(fields::add);
+         }
+         placed.addAll(fields);
+         table.withSection(new QFieldSection((String) spec[0], (String) spec[1], new QIcon((String) spec[2]), (Tier) spec[3], fields));
+      }
+      for(ChildList childList : CHILD_LISTS)
+      {
+         if(childList.parent().equals(table.getName()))
+         {
+            table.withSection(new QFieldSection(childList.key(), new QIcon(childList.icon()), Tier.T2).withLabel(childList.label()).withWidgetName(childList.joinName()));
+         }
+      }
+      return (table);
+   }
+
+
+
+   /** A child list on a parent record: its join, the columns shown, and the order. */
+   record ChildList(String parent, String joinName, String key, String label, String icon, int maxRows, boolean canAdd, String orderField, List<String> columns)
+   {
+   }
+
+   /** The relations shown on the record screens (sub-tables are child lists here, not in the nav). */
+   static final List<ChildList> CHILD_LISTS = List.of(
+      new ChildList(PLAN, "backupsPlanScopeJoinPlan", "scopeRules", "Scope rules", "rule", 50, true, "id", List.of("action", "selectorType", "selectorValue", "includeAssociatedChildren", "fieldExclusions")),
+      new ChildList(PLAN, "backupsRunJoinPlan", "runs", "Runs", "history", 10, false, "id", List.of("runKey", "status", "startDate", "durationMs", "rowsTotal", "bytesStored")),
+      new ChildList(RUN, "backupsArtifactJoinRun", "artifacts", "Artifacts", "inventory_2", 100, false, "id", List.of("tableName", "artifactType", "partNumber", "rowCount", "bytesStored", "status")),
+      new ChildList(RUN, "backupsVerificationJoinRun", "verifications", "Verifications", "verified", 20, false, "id", List.of("level", "status", "tablesChecked", "rowsChecked", "mismatches", "startDate")),
+      new ChildList(RUN, "backupsRestoreRunJoinRun", "restores", "Restores", "restore", 20, false, "id", List.of("status", "mode", "startDate", "rowsInserted", "rowsUpdated", "rowsErrored")),
+      new ChildList(RESTORE_RUN, "backupsRestoreRunTableJoinRestoreRun", "restoreTables", "Tables restored", "table_rows", 100, false, "id",
+         List.of("tableName", "targetTableName", "rowsInserted", "rowsUpdated", "rowsUnchanged", "rowsErrored", "schemaStatus")));
+
+
+
+   /*******************************************************************************
+    ** The child-list widgets for the record screens (see CHILD_LISTS).  Each shows a
+    ** few readable columns, newest first, and never scrolls sideways.
+    *******************************************************************************/
+   public static List<QWidgetMetaData> widgets()
+   {
+      Map<String, QJoinMetaData> byName = new LinkedHashMap<>();
+      joins().forEach(join -> byName.put(join.getName(), join));
+      List<QWidgetMetaData> rs = new ArrayList<>();
+      for(ChildList childList : CHILD_LISTS)
+      {
+         rs.add(ChildRecordListRenderer.widgetMetaDataBuilder(byName.get(childList.joinName())).withLabel(childList.label()).withMaxRows(childList.maxRows())
+            .withCanAddChildRecord(childList.canAdd()).withOnlyIncludeFieldNames(childList.columns())
+            .withOrderBys(List.of(new QFilterOrderBy(childList.orderField(), !PLAN.equals(childList.parent()) || childList.canAdd())))
+            .getWidgetMetaData().withPermissionRules(permissionRules()));
+      }
+      return (rs);
   }


@@ -337,8 +447,8 @@ public final class BackupsTables
         .withField(new QFieldMetaData("pruneBucketAlias", QFieldType.STRING).withMaxLength(100))
         .withField(new QFieldMetaData("prefix", QFieldType.STRING).withMaxLength(255))
         .withField(new QFieldMetaData("critical", QFieldType.BOOLEAN).withDefaultValue(false))
-         .withField(enumField("format", "format", "JSONL"))
-         .withField(enumField("compression", "compression", "GZIP"))
+         .withField(enumField("format", "format", "JSONL").withHelpContent(new QHelpContent("JSONL, CSV and JSONL_AND_CSV are available. PARQUET is not available yet and is refused when the plan is saved.")))
+         .withField(enumField("compression", "compression", "GZIP").withHelpContent(new QHelpContent("GZIP and NONE are available. ZSTD is not available yet and is refused when the plan is saved.")))
         .withField(enumField("encryptionMode", "encryption_mode", "NONE"))
         .withField(new QFieldMetaData("encryptionKeyRef", QFieldType.STRING).withMaxLength(100))
         .withField(enumField("sensitiveFieldPolicy", "sensitive_policy", "EXCLUDE"))
@@ -346,12 +456,15 @@ public final class BackupsTables
         .withField(enumField("fileObjectPolicy", "file_policy", "COPY"))
         .withField(enumField("fileMissingPolicy", "file_missing_policy", "WARN"))
         .withField(enumField("consistency", "consistency", "SNAPSHOT_PREFERRED"))
-         .withField(new QFieldMetaData("useReadReplica", QFieldType.BOOLEAN).withDefaultValue(false))
-         .withField(enumField("incrementalMode", "incremental_mode", "FULL"))
-         .withField(enumField("nativeDump", "native_dump", "NONE"))
+         .withField(new QFieldMetaData("useReadReplica", QFieldType.BOOLEAN).withDefaultValue(false)
+            .withHelpContent(new QHelpContent("Not available yet: backups always read from the application's own backend. Leave this off; turning it on is refused when the plan is saved.")))
+         .withField(enumField("incrementalMode", "incremental_mode", "FULL")
+            .withHelpContent(new QHelpContent("Only FULL is available yet. CHANGED_SINCE_LAST is not available yet and is refused when the plan is saved.")))
+         .withField(enumField("nativeDump", "native_dump", "NONE")
+            .withHelpContent(new QHelpContent("Only NONE is available yet. Native database dumps (PG_DUMP_CUSTOM) are not available yet and are refused when the plan is saved.")))
         .withField(new QFieldMetaData("cronExpression", QFieldType.STRING).withMaxLength(100))
         .withField(new QFieldMetaData("cronTimeZoneId", QFieldType.STRING).withMaxLength(60))
-         .withField(roInt("scheduledJobId"))
+         .withField(roInt("scheduledJobId").withHelpContent(new QHelpContent("Not used: a plan's schedules are scheduled jobs found by their foreign key (backups_plan for the backup, backups_plan_verify for the verification), so look there.")))
         .withField(new QFieldMetaData("slaHours", QFieldType.INTEGER).withDefaultValue(26))
         .withField(new QFieldMetaData("verifySlaDays", QFieldType.INTEGER).withDefaultValue(8))
         .withField(new QFieldMetaData("verifyFileSamplePercent", QFieldType.INTEGER).withDefaultValue(100))
@@ -404,8 +517,6 @@ public final class BackupsTables
      return (base(config, RUN, "Backup Run", "history")
         .withRecordLabelFormatAndFields("%s", "runKey")
         .withUniqueKey(new UniqueKey("runKey"))
-         .withAssociation(new Association().withName("artifacts").withAssociatedTableName(ARTIFACT).withJoinName("backupsArtifactJoinRun"))
-         .withAssociation(new Association().withName("verifications").withAssociatedTableName(VERIFICATION).withJoinName("backupsVerificationJoinRun"))
         .withField(ro("backupPlanId", QFieldType.INTEGER).withPossibleValueSourceName(PLAN))
         .withField(ro("runKey", QFieldType.STRING))
         .withField(roEnum("trigger", "run_trigger"))
@@ -511,7 +622,6 @@ public final class BackupsTables
   {
      return (base(config, RESTORE_RUN, "Backup Restore", "restore")
         .withRecordLabelFormatAndFields("Restore %s", "id")
-         .withAssociation(new Association().withName("tables").withAssociatedTableName(RESTORE_RUN_TABLE).withJoinName("backupsRestoreRunTableJoinRestoreRun"))
         .withField(ro("sourceBackupRunId", QFieldType.INTEGER).withPossibleValueSourceName(RUN))
         .withField(ro("requestedByUserId", QFieldType.STRING))
         .withField(ro("startDate", QFieldType.DATE_TIME))
@@ -48,7 +48,7 @@ import com.kingsrook.qqq.backend.core.model.statusmessages.QWarningMessage;
 public class BackupPlanTableCustomizer implements TableCustomizerInterface
 {
   private static final List<String> CONFIGURATION_FIELDS = List.of("planKey", "isActive", "scopeType", "includeRoles", "storageBucketAlias", "pruneBucketAlias",
-      "format", "compression", "encryptionMode", "encryptionKeyRef", "sensitiveFieldPolicy", "incrementalMode", "nativeDump", "cronExpression", "cronTimeZoneId",
+      "format", "compression", "encryptionMode", "encryptionKeyRef", "sensitiveFieldPolicy", "incrementalMode", "nativeDump", "useReadReplica", "cronExpression", "cronTimeZoneId",
      "verifyCronExpression", "retainDaily", "retainWeekly", "retainMonthly", "retainYearly", "retainMinimum", "objectLockMode", "objectLockDays",
      "slaHours", "pageSize", "ownerUserId");

@@ -176,6 +176,10 @@ public final class BackupPlanValidator
      {
         errors.add("Native database dumps are not available yet. Use NONE.");
      }
+      if(settings.bool("useReadReplica", false))
+      {
+         errors.add("Reading from a replica is not available yet: backups read from the application's own backend. Turn Use read replica off.");
+      }
   }


@@ -72,6 +72,7 @@ public final class BackupsProcesses
      List<QProcessMetaData> processes = new ArrayList<>();
      processes.add(permission(etl(RUN_PLAN, "Run backup now", BackupsTables.PLAN, RunPlanTransform.class, RunPlanLoad.class,
         "This is a preview of what the backup will include. Nothing is written until you continue."), BackupsPermissions.RUN));
+      processes.add(DefaultPlanProcess.process());
      processes.addAll(VerifyProcesses.processes());
      processes.addAll(RestoreProcesses.processes());
      processes.addAll(CatalogProcesses.processes());
@@ -0,0 +1,314 @@
+/*
+ * Copyright 2026 Kingsrook, LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *     http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */
+
+package com.kingsrook.qbits.backups.processes;
+
+
+import java.io.Serializable;
+import java.util.ArrayList;
+import java.util.HashMap;
+import java.util.LinkedHashMap;
+import java.util.List;
+import java.util.Map;
+import com.kingsrook.qbits.backups.model.BackupsTables;
+import com.kingsrook.qbits.backups.permissions.BackupsPermissions;
+import com.kingsrook.qbits.backups.plan.BackupPlanValidator;
+import com.kingsrook.qbits.backups.run.BackupCatalog;
+import com.kingsrook.qbits.backups.scope.PlanSettings;
+import com.kingsrook.qqq.backend.core.actions.tables.InsertAction;
+import com.kingsrook.qqq.backend.core.exceptions.QException;
+import com.kingsrook.qqq.backend.core.exceptions.QUserFacingException;
+import com.kingsrook.qqq.backend.core.model.actions.processes.ProcessSummaryLine;
+import com.kingsrook.qqq.backend.core.model.actions.processes.ProcessSummaryLineInterface;
+import com.kingsrook.qqq.backend.core.model.actions.processes.RunBackendStepInput;
+import com.kingsrook.qqq.backend.core.model.actions.processes.RunBackendStepOutput;
+import com.kingsrook.qqq.backend.core.model.actions.processes.Status;
+import com.kingsrook.qqq.backend.core.model.actions.tables.insert.InsertInput;
+import com.kingsrook.qqq.backend.core.model.actions.tables.insert.InsertOutput;
+import com.kingsrook.qqq.backend.core.model.data.QRecord;
+import com.kingsrook.qqq.backend.core.model.metadata.fields.QFieldMetaData;
+import com.kingsrook.qqq.backend.core.model.metadata.fields.QFieldType;
+import com.kingsrook.qqq.backend.core.model.metadata.help.QHelpContent;
+import com.kingsrook.qqq.backend.core.model.metadata.layout.QIcon;
+import com.kingsrook.qqq.backend.core.model.metadata.processes.QComponentType;
+import com.kingsrook.qqq.backend.core.model.metadata.processes.QFrontendComponentMetaData;
+import com.kingsrook.qqq.backend.core.model.metadata.processes.QFrontendStepMetaData;
+import com.kingsrook.qqq.backend.core.model.metadata.processes.QProcessMetaData;
+import com.kingsrook.qqq.backend.core.processes.implementations.etl.streamedwithfrontend.AbstractExtractStep;
+import com.kingsrook.qqq.backend.core.processes.implementations.etl.streamedwithfrontend.AbstractLoadStep;
+import com.kingsrook.qqq.backend.core.processes.implementations.etl.streamedwithfrontend.AbstractTransformStep;
+import com.kingsrook.qqq.backend.core.processes.implementations.etl.streamedwithfrontend.ProcessSummaryProviderInterface;
+import com.kingsrook.qqq.backend.core.processes.implementations.etl.streamedwithfrontend.StreamedETLWithFrontendProcess;
+
+
+/*******************************************************************************
+ ** "Create default plan": a table action on backups_plan that adds one working
+ ** plan, "Nightly full", so a fresh install has something to run.  The only thing
+ ** it asks for is the storage bucket alias, because that is the one value the qbit
+ ** cannot know (it names a bucket the host's storage resolver provides).  Review
+ ** shows the plan that will be created and checks it against the same rules a
+ ** hand-made plan must pass; Result links the new plan.
+ **
+ ** Insert-only: when a plan with the key nightly-full exists (edited or not), nothing
+ ** is created or changed.  The plan goes through the normal insert, so the owner is
+ ** the user running the action and the schedule syncs like any other plan.
+ *******************************************************************************/
+public final class DefaultPlanProcess
+{
+   public static final String NAME        = "backupsPlanCreateDefault";
+   public static final String FIELD_ALIAS = "storageBucketAlias";
+   public static final String PLAN_KEY    = "nightly-full";
+   public static final String PLAN_NAME   = "Nightly full";
+   public static final String CRON        = "0 0 2 * * ?";
+   public static final String VERIFY_CRON = "0 0 4 ? * SUN";
+
+
+
+   /*******************************************************************************
+    ** Utility class.
+    *******************************************************************************/
+   private DefaultPlanProcess()
+   {
+   }
+
+
+
+   /*******************************************************************************
+    ** The process: a table-level action with one question (the bucket alias).
+    *******************************************************************************/
+   public static QProcessMetaData process()
+   {
+      Map<String, Serializable> values = new HashMap<>();
+      values.put(StreamedETLWithFrontendProcess.FIELD_SOURCE_TABLE, BackupsTables.PLAN);
+      values.put(StreamedETLWithFrontendProcess.FIELD_DESTINATION_TABLE, BackupsTables.PLAN);
+      values.put(StreamedETLWithFrontendProcess.FIELD_SUPPORTS_FULL_VALIDATION, true);
+      values.put(StreamedETLWithFrontendProcess.FIELD_DO_FULL_VALIDATION, true);
+      values.put(StreamedETLWithFrontendProcess.FIELD_PREVIEW_MESSAGE, "This plan will be created. Nothing is written until you continue. You can edit every setting afterwards.");
+      QProcessMetaData process = StreamedETLWithFrontendProcess.defineProcessMetaData(Extract.class, Transform.class, Load.class, values);
+      process.setName(NAME);
+      process.setLabel("Create default plan");
+      process.setIcon(new QIcon("playlist_add"));
+      process.setTableName(BackupsTables.PLAN);
+      process.withStep(0, new QFrontendStepMetaData()
+         .withName("input")
+         .withLabel("Where should the backups go?")
+         .withComponent(new QFrontendComponentMetaData().withType(QComponentType.EDIT_FORM))
+         .withFormField(new QFieldMetaData(FIELD_ALIAS, QFieldType.STRING).withLabel("Storage bucket alias").withIsRequired(true)
+            .withHelpContent(new QHelpContent("The alias of a bucket your application provides to Backups (never a key or an endpoint). It becomes the plan's Storage bucket alias."))));
+      process.setMinInputRecords(0);
+      process.setPermissionRules(BackupsTables.permissionRules());
+      return (BackupsProcesses.permission(process, BackupsPermissions.ADMIN));
+   }
+
+
+
+   /*******************************************************************************
+    ** The values of the default plan for a bucket alias.  Every setting is explicit
+    ** so the plan does not depend on the backend applying field defaults.
+    *******************************************************************************/
+   public static Map<String, Serializable> planValues(String alias)
+   {
+      Map<String, Serializable> plan = new LinkedHashMap<>();
+      plan.put("name", PLAN_NAME);
+      plan.put("planKey", PLAN_KEY);
+      plan.put("description", "Every night: all data and audit tables of the application, and the files they reference, to the storage bucket. Edit any setting on this plan.");
+      plan.put("isActive", true);
+      plan.put("scopeType", "INSTANCE");
+      plan.put("includeRoles", "DATA,AUDIT");
+      plan.put("storageBucketAlias", alias);
+      plan.put("critical", true);
+      plan.put("format", "JSONL");
+      plan.put("compression", "GZIP");
+      plan.put("encryptionMode", "NONE");
+      plan.put("sensitiveFieldPolicy", "EXCLUDE");
+      plan.put("heavyFieldPolicy", "INLINE");
+      plan.put("fileObjectPolicy", "COPY");
+      plan.put("fileMissingPolicy", "WARN");
+      plan.put("consistency", "SNAPSHOT_PREFERRED");
+      plan.put("useReadReplica", false);
+      plan.put("incrementalMode", "FULL");
+      plan.put("nativeDump", "NONE");
+      plan.put("cronExpression", CRON);
+      plan.put("cronTimeZoneId", "UTC");
+      plan.put("slaHours", 26);
+      plan.put("verifySlaDays", 8);
+      plan.put("verifyFileSamplePercent", 100);
+      plan.put("verifyCronExpression", VERIFY_CRON);
+      plan.put("verifyLevel", "CONTENT");
+      plan.put("retainDaily", 7);
+      plan.put("retainWeekly", 4);
+      plan.put("retainMonthly", 12);
+      plan.put("retainYearly", 0);
+      plan.put("retainMinimum", 3);
+      plan.put("objectLockMode", "NONE");
+      plan.put("maxDurationMinutes", 240);
+      plan.put("pageSize", 5000);
+      plan.put("targetPartBytes", 268435456L);
+      return (plan);
+   }
+
+
+
+   /*******************************************************************************
+    ** Whether the default plan already exists.
+    *******************************************************************************/
+   private static boolean exists() throws QException
+   {
+      return (!new BackupCatalog().where(BackupsTables.PLAN, "planKey", PLAN_KEY).isEmpty());
+   }
+
+
+
+   /*******************************************************************************
+    ** Extract: the plan to create, or nothing when it exists already.
+    *******************************************************************************/
+   public static class Extract extends AbstractExtractStep
+   {
+      /*******************************************************************************
+       ** {@inheritDoc}
+       *******************************************************************************/
+      @Override
+      public void run(RunBackendStepInput input, RunBackendStepOutput output) throws QException
+      {
+         String alias = input.getValueString(FIELD_ALIAS);
+         if(alias == null || alias.isBlank())
+         {
+            throw (new QUserFacingException("Enter the storage bucket alias the backups should go to."));
+         }
+         if(!exists())
+         {
+            QRecord record = new QRecord().withTableName(BackupsTables.PLAN);
+            record.setValues(new LinkedHashMap<>(planValues(alias.strip())));
+            getRecordPipe().addRecord(record);
+         }
+      }
+   }
+
+
+
+   /*******************************************************************************
+    ** Review: the plan, checked against the rules a plan must pass.
+    *******************************************************************************/
+   public static class Transform extends AbstractTransformStep implements ProcessSummaryProviderInterface
+   {
+      private final ProcessSummaryLine create   = BackupsProcesses.line(Status.OK, "plan will be created", "plans will be created", "plan was created", "plans were created");
+      private final ProcessSummaryLine invalid  = BackupsProcesses.line(Status.ERROR, "plan cannot be created", "plans cannot be created", "plan could not be created", "plans could not be created");
+      private final List<String>       problems = new ArrayList<>();
+      private boolean                  sawRecord;
+
+
+
+      /*******************************************************************************
+       ** {@inheritDoc}
+       *******************************************************************************/
+      @Override
+      public void runOnePage(RunBackendStepInput input, RunBackendStepOutput output) throws QException
+      {
+         for(QRecord record : input.getRecords())
+         {
+            sawRecord = true;
+            BackupPlanValidator.Result result = BackupPlanValidator.validate(PlanSettings.of(record), null, false, List.of());
+            boolean nameTaken = !new BackupCatalog().where(BackupsTables.PLAN, "name", record.getValueString("name")).isEmpty();
+            if(nameTaken)
+            {
+               problems.add("A plan named " + record.getValueString("name") + " already exists. Rename it or edit that plan.");
+            }
+            if(result.ok() && !nameTaken)
+            {
+               create.incrementCountAndAddPrimaryKey(record.getValueString("planKey"));
+               output.getRecords().add(record);
+            }
+            else
+            {
+               invalid.incrementCount();
+               problems.addAll(result.errors());
+            }
+         }
+      }
+
+
+
+      /*******************************************************************************
+       ** {@inheritDoc}
+       *******************************************************************************/
+      @Override
+      public ArrayList<ProcessSummaryLineInterface> getProcessSummary(RunBackendStepOutput output, boolean isForResultScreen)
+      {
+         ArrayList<ProcessSummaryLineInterface> lines = new ArrayList<>();
+         create.addSelfToListIfAnyCount(lines);
+         invalid.setBulletsOfText(new ArrayList<>(problems));
+         invalid.addSelfToListIfAnyCount(lines);
+         if(!sawRecord)
+         {
+            lines.add(new ProcessSummaryLine(Status.INFO, null, "A plan with the key " + PLAN_KEY + " already exists, so nothing will be created. Edit that plan instead."));
+         }
+         return (lines);
+      }
+   }
+
+
+
+   /*******************************************************************************
+    ** Load: insert through the normal insert (validation, owner, schedule).
+    *******************************************************************************/
+   public static class Load extends AbstractLoadStep implements ProcessSummaryProviderInterface
+   {
+      private final ProcessSummaryLine created  = BackupsProcesses.line(Status.OK, "plan will be created", "plans will be created", "plan was created", "plans were created");
+      private final ProcessSummaryLine failed   = BackupsProcesses.line(Status.ERROR, "plan could not be created", "plans could not be created", "plan could not be created", "plans could not be created");
+      private final List<String>       problems = new ArrayList<>();
+
+
+
+      /*******************************************************************************
+       ** {@inheritDoc}
+       *******************************************************************************/
+      @Override
+      public void runOnePage(RunBackendStepInput input, RunBackendStepOutput output) throws QException
+      {
+         InsertInput insert = new InsertInput(BackupsTables.PLAN);
+         insert.setRecords(input.getRecords());
+         InsertOutput inserted = new InsertAction().execute(insert);
+         for(QRecord record : inserted.getRecords())
+         {
+            if(record.getErrors() == null || record.getErrors().isEmpty())
+            {
+               created.incrementCountAndAddPrimaryKey(record.getValue("id"));
+               output.getRecords().add(record);
+            }
+            else
+            {
+               failed.incrementCount();
+               record.getErrors().forEach(error -> problems.add(error.getMessage()));
+            }
+         }
+      }
+
+
+
+      /*******************************************************************************
+       ** {@inheritDoc}
+       *******************************************************************************/
+      @Override
+      public ArrayList<ProcessSummaryLineInterface> getProcessSummary(RunBackendStepOutput output, boolean isForResultScreen)
+      {
+         ArrayList<ProcessSummaryLineInterface> lines = new ArrayList<>();
+         created.addSelfToListIfAnyCount(lines);
+         failed.setBulletsOfText(new ArrayList<>(problems));
+         failed.addSelfToListIfAnyCount(lines);
+         return (lines);
+      }
+   }
+}
@@ -53,6 +53,7 @@ public final class LifecycleProcesses
   {
      List<QProcessMetaData> processes = new ArrayList<>();
      processes.add(BackupScheduledRunProcess.processMetaData());
+      processes.add(com.kingsrook.qbits.backups.schedule.BackupScheduledVerifyProcess.processMetaData());
      processes.addAll(CancelRunProcess.processes());
      processes.add(ResumeRunProcess.process());
      processes.add(TestDestinationProcess.process());
Author	SHA1	Message	Date
james.maesandClaude Opus 5.5	acf51b6749	feat(help): ship the qbit-backups help bundle through QQQ help bundles, with coverage gate Host-neutral help (deployment-specific facts removed), registered with HelpBundles, gated by HelpBundleAssertions. QQQ 4.1.0-RC.7. Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>	2026-10-14 20:17:05 -05:00
james.maes	a825360ba1	Merge pull request #24 from QRun-IO/feature/health-system-session fix(health): run the context-less health check as the system user	2026-10-14 17:36:41 -05:00
james.maes	01db11b123	Merge pull request #25 from QRun-IO/feature/tables-populated-defaults feat: populated defaults, guided empty states, scheduled verify	2026-10-14 17:13:31 -05:00
james.maesandClaude Opus 5.5	6dea78881d	feat: host-scheduler config so a host that ticks plans itself is not shown a false needs-setup Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>	2026-10-14 17:10:21 -05:00
james.maesandClaude Opus 5.5	89f218937a	fix: setup card reflects the scheduler, review checks the plan name, host help test Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>	2026-10-14 17:07:54 -05:00
james.maesandClaude Opus 5.5	85f4ca0a6f	feat: guided empty states, setup card, Create default plan, scheduled verify process Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>	2026-10-14 16:49:20 -05:00
james.maesandClaude Opus 5.5	e2d07b275a	fix(health): run the context-less health check as the system user BackupsHealthIndicator made its own context with a plain tokenless QSession. Token-based authentication modules (OAuth2, Auth0) reject any tokenless session other than QSystemUserSession, so the plan query failed session validation and the check errored on such hosts (kof22). Use core QSystemUserSession(instance). Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>	2026-10-14 15:14:13 -05:00
james.maes	48e7320228	Merge pull request #22 from QRun-IO/feature/orb-0.6.9 ci: qqq-orb 0.6.9 (refresh SNAPSHOT dependencies)	2026-10-14 10:56:39 -05:00
james.maesandClaude Opus 5.5	a5297e709d	ci: qqq-orb 0.6.9 (refresh SNAPSHOT dependencies) Moves qqq-orb@0.6.8 to qqq-orb@0.6.9, which passes --update-snapshots so cached SNAPSHOT dependencies are re-checked on every build (QRun-IO/qqq-orb#22). Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>	2026-10-14 10:06:12 -05:00
james.maes	f2af36ec5f	Merge pull request #21 from QRun-IO/feature/arch-rc6-keyset refactor(backups): core TableSchemaFingerprint + KeysetPager on RC.6 (#19 part 2)	2026-10-14 07:19:52 -05:00
james.maesandClaude Opus 5.5	054f6d90d7	build: qbit-build-parent 2.1.0 with architecture guardrails enforced Enforce the qbit-bom#10 guardrails (G1, G3, G4, G7) and run tests in strict raw-route mode (G2). All pass on the released QQQ 4.1.0-RC.6. Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>	2026-10-14 07:15:24 -05:00
james.maesandClaude Opus 5.5	5b7106b981	refactor(backups): core TableSchemaFingerprint and KeysetPager (QQQ 4.1.0-RC.6) Replace the RC.6 stand-ins in TableFingerprints, TableReader and StandardRestoreWriter with core TableSchemaFingerprint and KeysetPager. Core fingerprints differ from the local ones: descriptor names, unique keys as lists, association joinName, and empty-string backend types. New manifests therefore record fingerprintAlgorithm "qqq-table-schema-v1". A manifest without the field uses the frozen LegacyTableFingerprint, so old backups still verify and restore. Paging keeps ascending primary-key order, exclusive resume cursors, bounded pages and the caller's transaction. Restore writes now require the explicit backups.restore permission, checked during Review. Closes #19 (architecture review QRun-IO/qqq#1150, finding F3). Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>	2026-10-13 20:36:44 -05:00
james.maes	32034e5762	Merge pull request #20 from QRun-IO/feature/arch-alerts-core refactor(alerts): direct core QAlerts binding on QQQ RC.5 (#19 part 1)	2026-10-13 19:37:01 -05:00
james.maesandClaude Opus 5.5	bc97d59b96	refactor(alerts): bind core QAlerts directly (QQQ 4.1.0-RC.5) Core QAlerts shipped in 4.1.0-RC.5. Replace the reflective AlertsQBitAlertSink stand-in with a compiled binding: - raise maps to QAlerts.raise, resolve to QAlerts.resolve and heartbeat to QAlerts.heartbeat; - the backup alert types register as QAlertTypeMetaData. It stays quiet when no alerts implementation is installed, and an alerting failure never fails a backup. The fake SPI test classes are deleted. RC.5 rejects underscores in alert type names, so two types are renamed: - backups.run.missing_in_storage becomes backups.run.missing-in-storage; - backups.plan.owner_invalid becomes backups.plan.owner-invalid. TableFingerprints, TableReader and StandardRestoreWriter are tagged STAND-IN(..., removeBy=4.1.0-RC.6) for TableSchemaFingerprint and KeysetPager. Refs #19 (architecture review QRun-IO/qqq#1150, finding F3). Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>	2026-10-13 19:33:55 -05:00
james.maes	506741bd90	Merge pull request #18 from QRun-IO/feature/release-rc-automation ci: automate RC releases; hotfix/* pushes no longer publish	2026-10-13 14:42:59 -05:00
james.maesandClaude Opus 5.5	95b971a5fb	ci: automate RC releases; hotfix/* pushes no longer publish Removes publish_hotfix_release: a hotfix/* branch push published a GA release to Maven Central with no tag or review (QRun-IO/qbit-cdn#12, QRun-IO/qqq#1121). hotfix/* branches now run test_only; a hotfix release publishes from a reviewed vX.Y.Z tag through publish_release. Adds .github/workflows/release-rc.yml (reusable QRun-IO/.github qbit-release-rc): a manual dispatch, or merging a develop PR labelled release:rc, merges develop into the release line and the release/* push runs the existing CircleCI RC publish. Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>	2026-10-13 14:29:57 -05:00
james.maes	e56cc1b021	Merge pull request #17 from QRun-IO/feature/object-storage-rc2 build(deps): qbit-object-storage 0.1.0-RC.2 (AWS SDK security fix)	2026-10-13 11:07:46 -05:00
james.maesandClaude Opus 5.5	664f467d11	build(deps): qbit-object-storage 0.1.0-RC.2 (AWS SDK GHSA-443w-3rq3-5m5h) Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>	2026-10-13 11:05:06 -05:00
james.maes	4fb182e824	Merge pull request #16 from QRun-IO/chore/object-storage-rc1 build: depend on qbit-object-storage 0.1.0-RC.1 (no SNAPSHOT dependency)	2026-10-12 19:15:20 -05:00
james.maesandClaude Sonnet 5.5	1de38f03ae	build: depend on qbit-object-storage 0.1.0-RC.1 (Central), not a SNAPSHOT Co-Authored-By: Claude Sonnet 5.5 <noreply@anthropic.com>	2026-10-12 19:11:25 -05:00
james.maes	cf2d027f9a	Merge pull request #9 from QRun-IO/feature/home-polish feat(home): readable Backups home, record screens, runnable demo	2026-10-12 19:10:47 -05:00
james.maesandClaude Sonnet 5.5	714ef906fe	feat(home): drop duplicate app section, bounded trend bars, screenshots Co-Authored-By: Claude Sonnet 5.5 <noreply@anthropic.com>	2026-10-12 19:07:45 -05:00
james.maesandClaude Sonnet 5.5	26c174f7bf	feat(home): null-safe home, readable plan rows, record sections and child lists, runnable demo - Fix the NPE in BackupsHomeData.plansNeedingAttention when slaStatus is null (and null plan ids) - Home: full-width plan status rows, derived lateness, links that work in the Next UI (tablePathPrefix), bars for the size trend - The Backups app attaches itself to its parent app (Admin) so the nav shows it - Nav lists the main tables only; artifacts, verifications, restores and per-table results are child lists on their parents - Record screens grouped into sections - Test-scope demo server (memory backend, real engine history incl. a failed run) Co-Authored-By: Claude Sonnet 5.5 <noreply@anthropic.com>	2026-10-12 19:07:45 -05:00
james.maes	284f0cec8c	Merge pull request #8 from QRun-IO/feature/object-storage-adapter feat(storage): BackupStorage adapter over qbit-object-storage (MinIO tested)	2026-10-12 19:07:11 -05:00