Bump version to 0.2.0-SNAPSHOT [skip ci]

pom.xml: parent -> 2.2.1
pom.xml: qqq.snapshot.version: 4.1.0-RC.8 -> 4.1.0-RC.25
pom.xml: qqq-frontend-next: 1.0.0-RC.19 -> 1.0.0-RC.38

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

.circleci/config.yml

@@ -1,21 +1,14 @@
 version: 2.1
-
+setup: true
 orbs:
-   qqq-orb: kingsrook/qqq-orb@0.5.0
-
-commands:
-   configure-package-install:
-      steps:
-         - run:
-               name: Keep package installation unattended
-               command: |
-                  # These build machines are discarded after the job.
-                  sudo install -d /etc/needrestart/conf.d
-                  printf '%s\n' '$nrconf{restart} = "l";' | sudo tee /etc/needrestart/conf.d/99-qqq-ci.conf >/dev/null
-
+  qqq-orb: kingsrook/qqq-orb@0.8
 workflows:
-   build:
-      jobs:
-         - qqq-orb/mvn_test_only:
-               pre-steps:
-                  - configure-package-install
+  setup:
+    jobs:
+    - qqq-orb/generate_pipeline:
+        orb_version: '0.8'
+        filters:
+          branches:
+            ignore: automation/qbit-rc-pending
+          tags:
+            only: /^v\d+\.\d+\.\d+$/

.editorconfig

@@ -0,0 +1,20 @@
+# QRun-IO qbit .editorconfig: the Kingsrook layout (3-space indentation, never tabs).
+root = true
+
+[*]
+charset = utf-8
+end_of_line = lf
+insert_final_newline = true
+trim_trailing_whitespace = true
+indent_style = space
+indent_size = 3
+tab_width = 3
+
+[*.md]
+trim_trailing_whitespace = false
+
+[*.{yml,yaml}]
+indent_size = 2
+
+[*.{cmd,bat}]
+end_of_line = crlf

.gitattributes

@@ -0,0 +1,3 @@
+* text=auto eol=lf
+*.cmd text eol=crlf
+mvnw text eol=lf

.gitea/workflows/build.yaml

@@ -0,0 +1,7 @@
+name: build
+on:
+  push:
+jobs:
+  maven:
+    uses: self:KofTwentyTwo/ci-workflows/.gitea/workflows/maven.yaml@v1
+    secrets: inherit

.github/dependabot.yml

@@ -0,0 +1,25 @@
+# Weekly, grouped dependency updates. Minor and patch updates arrive as one PR per ecosystem;
+# major updates stay separate so each gets its own review. At most three version-update PRs per
+# ecosystem are open at once. Security updates are enabled in the repository settings and are
+# not limited by this schedule.
+version: 2
+updates:
+  - package-ecosystem: maven
+    directory: /
+    target-branch: develop
+    schedule:
+      interval: weekly
+    open-pull-requests-limit: 3
+    groups:
+      maven-minor-and-patch:
+        update-types: [minor, patch]
+
+  - package-ecosystem: github-actions
+    directory: /
+    target-branch: develop
+    schedule:
+      interval: weekly
+    open-pull-requests-limit: 3
+    groups:
+      github-actions:
+        patterns: ['*']

.github/release.yml

@@ -0,0 +1,31 @@
+# GitHub Release Configuration
+# Auto-generates release notes from PR labels
+
+changelog:
+  exclude:
+    labels:
+      - ignore-for-release
+      - duplicate
+      - invalid
+    authors:
+      - dependabot
+      - dependabot[bot]
+  categories:
+    - title: Breaking Changes
+      labels:
+        - breaking-change
+        - breaking
+    - title: New Features
+      labels:
+        - enhancement
+        - feature
+    - title: Bug Fixes
+      labels:
+        - bug
+        - fix
+    - title: Dependencies
+      labels:
+        - dependencies
+    - title: Other Changes
+      labels:
+        - "*"

.github/workflows/codeql.yml

@@ -0,0 +1,23 @@
+name: CodeQL
+'on':
+  push:
+    branches:
+    - main
+    - develop
+    - release/**
+    - hotfix/**
+  pull_request: {}
+  schedule:
+  - cron: 41 16 * * 0
+  workflow_dispatch: {}
+permissions:
+  contents: read
+  actions: read
+  security-events: write
+  packages: read
+concurrency:
+  group: codeql-${{ github.event.pull_request.number || github.ref }}
+  cancel-in-progress: ${{ github.event_name == 'pull_request' }}
+jobs:
+  analyze:
+    uses: QRun-IO/qqq-orb/.github/workflows/qbit-codeql.yml@c288a8864fe9054f68410e1d78f5863aea4c4d22

.github/workflows/release-rc.yml

@@ -0,0 +1,74 @@
+name: Release candidate
+'on':
+  workflow_dispatch:
+    inputs:
+      dry_run:
+        description: Plan a cut without changing release state
+        type: boolean
+        default: false
+      finalize:
+        description: Retry finalization of an existing cut; do not cut another RC
+        type: boolean
+        default: false
+      recover:
+        description: Recover the same published RC after a deployment timeout; never
+          reupload
+        type: boolean
+        default: false
+      circle_build:
+        description: Original Circle publisher build number (recovery only)
+        type: string
+        default: ''
+      merge_sha:
+        description: Existing cut merge_sha (finalize retry only)
+        type: string
+        default: ''
+      bump_sha:
+        description: Existing cut bump_sha (finalize retry only)
+        type: string
+        default: ''
+      branch:
+        description: Existing cut branch (finalize retry only)
+        type: string
+        default: ''
+      version:
+        description: Existing cut version (finalize retry only)
+        type: string
+        default: ''
+  pull_request:
+    types:
+    - closed
+    branches:
+    - develop
+  repository_dispatch:
+    types:
+    - qbit-rc-published
+permissions:
+  contents: write
+  actions: read
+  checks: read
+jobs:
+  release-rc:
+    if: github.event_name == 'workflow_dispatch' || github.event_name == 'repository_dispatch'
+      || (github.event_name == 'pull_request' && github.event.pull_request.merged
+      == true && github.event.pull_request.base.ref == 'develop' && contains(github.event.pull_request.labels.*.name,
+      'release:rc'))
+    uses: QRun-IO/qqq-orb/.github/workflows/qbit-release-rc.yml@cc30f599e63c8e41629c99d23395bac1adb8bc44
+    with:
+      dry_run: ${{ github.event_name == 'workflow_dispatch' && inputs.dry_run || false
+        }}
+      finalize: ${{ github.event_name == 'repository_dispatch' || (github.event_name
+        == 'workflow_dispatch' && inputs.finalize) }}
+      recover: ${{ github.event_name == 'workflow_dispatch' && inputs.recover || false
+        }}
+      circle_build: ${{ github.event_name == 'workflow_dispatch' && inputs.circle_build
+        || '' }}
+      merge_sha: ${{ github.event_name == 'repository_dispatch' && github.event.client_payload.merge_sha
+        || inputs.merge_sha || '' }}
+      bump_sha: ${{ github.event_name == 'repository_dispatch' && github.event.client_payload.bump_sha
+        || inputs.bump_sha || '' }}
+      branch: ${{ github.event_name == 'repository_dispatch' && github.event.client_payload.branch
+        || inputs.branch || '' }}
+      version: ${{ github.event_name == 'repository_dispatch' && github.event.client_payload.version
+        || inputs.version || '' }}
+    secrets: inherit

.gitignore

@@ -1,20 +1,21 @@
-# Maven
 target/
+.env
+.idea
+*.iml
+*.class
+*.log
 *.jar
 *.war
+*.nar
 *.ear
-
-# IDE
-.idea/
-*.iml
-.vscode/
-.project
-.classpath
-.settings/
-
-# OS
+*.zip
+*.tar.gz
+*.rar
+hs_err_pid*
 .DS_Store
-Thumbs.db
-
-# Logs
-*.log
+*.sw*
+.flattened-pom.xml
+dependency-reduced-pom.xml
+/.env.local
+/.cache/
+.claude/settings.local.json

.mvn/wrapper/maven-wrapper.properties

@@ -0,0 +1,3 @@
+wrapperVersion=3.3.4
+distributionType=only-script
+distributionUrl=https://repo.maven.apache.org/maven2/org/apache/maven/apache-maven/3.9.11/apache-maven-3.9.11-bin.zip

.qqq-ci.yml

@@ -0,0 +1,16 @@
+profile: qbit
+orb_version: '0.8'
+default_branch: develop
+java_version: '21'
+browsers: true
+api_checks: false
+docs_only: false
+release_on_main: false
+release_tag_policy: stable
+test_branch_policy: non-release-no-integration
+publish:
+  snapshot: true
+  release_candidate: true
+  release: true
+  asciidoc: false
+release_completion: true

AGENTS.md

@@ -0,0 +1,60 @@
+# AGENTS.md
+
+This file provides guidance to coding agents working in this repository (same content as CLAUDE.md).
+
+## Project Overview
+
+**QBit Email**: one email service for a QQQ system (outbox, providers, templates with branding,
+delivery tracking, suppression, unsubscribe, PHI-safe sending; inbound in phase 2).
+Design: `docs/DESIGN.md`.
+
+## Build Commands
+
+```bash
+./mvnw compile          # always use the wrapper: Maven 3.10 cannot read the parent POM
+./mvnw test
+./mvnw verify           # tests + Checkstyle + JaCoCo gate (70% instructions, 90% classes)
+```
+
+## Architecture
+
+- **Entry point:** `EmailQBitProducer implements QBitMetaDataProducer<EmailQBitConfig>`, package `com.kingsrook.qbits.email`.
+- `metadata`: seven tables, enum sources, relations and provider/suppression validation.
+- `outbox`: EmailService, queue-time template rendering, protected resend and branded ad-hoc rendering.
+- `delivery`: durable dispatcher, attempt leases, rate limits, health and optional alerts.
+- `transport`: shared MIME, SMTP/SES transports, settings and registry.
+- `bridge`: QBIT_EMAIL adapter for core SendMessageAction.
+- `processes`: Review/Result record actions, backend send API and scheduled jobs.
+- `permissions`, `app`, `support`: custom permission checker, app/navigation and authorized database operations.
+- `EmailRuntime` resolves config from the current instance; `EmailIntegrations` declares ESB, API and Quick Search tables.
+- `template`: parsed variable language/schema, locale resolution, immutable versions, version-bound PHI approval, MJML compilation, lazy secure-message built-in and inline preview.
+- `render`: CommonMark extensions, table-based light/dark layout, contrast validation, text conversion and unsubscribe-link signing (handler is phase c).
+- `phi`: RC.5 classification/token stand-ins and AES-GCM encryption; only dispatch decrypts bodies.
+- `app/EmailHome`: viewer-scoped counts and inline cards, with standard hourly/suppression chart widgets.
+- Version operations serialize on the template row; active/approved version selectors are parent-scoped.
+- Preview UI API endpoint awaits RC.6; webhook/unsubscribe handlers remain phase c.
+
+## Invariants
+
+- Every send goes through the outbox (`email_message`); nothing sends inline.
+- Provider credentials are environment-variable NAMES; values are never stored, logged or returned.
+- PHI and PII never reach a body or a variable snapshot unless the template is `phiApproved`; snapshots follow the secured-data redaction and HMAC rules.
+
+## Naming (owner rule)
+
+- Tables are lowercase snake_case, prefixed `email_`; the backend name is the table name; columns are snake_case.
+- Permissions use the full qbit name: `email.view`, `email.send`, `email.manage`, `email.admin`.
+- Data lives in standard visible tables. Processes are table or record actions, never in the nav. The nav lists only the main tables.
+- UI endpoints are `/qqq/v1` spec extensions (`docs/UI-API-EXTENSIONS.md` in QRun-IO/qqq); provider webhooks are under `/qqq/hooks/email/...`.
+
+## Code Style
+
+3-space indent, braces on the next line, `return (x);`, flower-box Javadoc on every class and method, fluent `withX()` setters.
+
+## Release
+
+- CircleCI qqq-orb 0.6.8.
+- `develop` publishes SNAPSHOTs.
+- `release/*` publishes RCs (automated by `.github/workflows/release-rc.yml`).
+- `vX.Y.Z` tags publish releases (GA tags only).
+- Never push `hotfix/*` or `release/*` branches by hand; use `feature/` or `fix/`.

CHANGELOG.md

@@ -0,0 +1,63 @@
+# Changelog
+
+All notable changes to QBit Email are documented in this file.
+The format follows [Keep a Changelog](https://keepachangelog.com/en/1.1.0/) and the project uses [Semantic Versioning](https://semver.org/).
+
+## [Unreleased]
+
+### Added
+- Shared-template APIs for permission- and record-lock-checked variable discovery, typed rendering, and idempotent sends with the exact stored subject and template/version provenance. Checked subject results bind replay to the same recipient, category, sender and linked record.
+- Optional host template read/write grants without granting provider, message, brand or PHI administration. Existing per-template edit permissions remain additional requirements.
+- `CRM_LEGACY` templates preserve migrated CRM token replacement, overrides and text-before-HTML behavior inside the email renderer. Native templates retain their existing category and content policies; migration and opt-in remain host responsibilities (see `UPGRADE.md`).
+
+### Changed
+- Built on QQQ 4.1.0-RC.8 (default QQQ profile).
+
+### Added
+- Central `email.provider.<id>` and `email.readiness` health checks (DEPENDENCY, EMAIL, 300 seconds), using passive provider state and existing category readiness with deadline and secret-safety coverage. Standard Email health status widget links to central checks. Uses the QQQ 4.1.0-RC.8 health API.
+- Foreign keys between all ten tables in `docs/ddl/email-postgres.sql`, named `fk_<table>_<column>`. CASCADE: a provider's sender addresses and a message's attempts and events. RESTRICT: providers with messages, attempts, events or webhook inbox rows; a brand used by a template; a template with versions. SET NULL: a message's sender address, template, version and brand; a template's active and approved version (the template/version cycle); a suppression's source message and event, so suppressions survive message retention. Ten new indexes cover the unindexed key columns. `docs/ddl/email-foreign-keys-upgrade.sql` adds the keys to an existing database. It first records orphan rows in `qqq_fk_quarantine`: nullable references are set to NULL, and rows whose required parent is missing are deleted and kept as JSON. The script is idempotent. The provider delete check now also refuses providers with attempts, events or inbox rows. `ForeignKeyGuardrailTest` (PostgreSQL 17 via Testcontainers) fails when a join or table possible-value field between email tables has no foreign key.
+- Starter defaults changelog `db/liquibase/qbit-email/email-defaults.changelog.sql` (insert-only, guarded): one non-default, high-contrast `neutral` brand, only when no brand exists. Tested through real Liquibase on H2, including that it never changes rendering.
+- Host-neutral in-app help bundle for the Email app, tables, fields, actions and widgets, registered through QQQ's help bundle API. Replaces the temporary inline loader, preserves record-creation explanations and supports HOST overrides. The coverage gate checks owned metadata, summaries and live references.
+- A Setup card first on the Email home (email admins), using the sender's own provider and brand resolution and `EmailApi.readiness`. Opening the home also creates the built-in secure-message template.
+- `EmailTablesGuardrailTest`: every table is used by runtime code, seeded or listed as starting empty with a reason, and has help.
+
+### Fixed
+- The `email.readiness` health message now names each missing item in plain words and where to set it (for example "Brand postal address is not set (Email > Brand > open the default brand > Postal address)") and says transactional email is unaffected by marketing-only gaps. The `failedChecks` detail is unchanged; a new `howToFix` detail lists the same text.
+- Derive the qbit metadata version from the Maven artifact version so released artifacts report their release version.
+- `email_template.ownerQbit` was stored but never read, and the built-in template did not set it. The built-in now names `qbit-email`, the field is read-only with help, and messages sent from a template name its owner qbit as `senderQbit` unless the request names one.
+
+### Added
+- `EmailJobEffectTarget` automatically registers the durable-jobs `email` target, with idempotent outbox handoff, refusal reasons, reconciliation and job-owner session enforcement; H2 integration coverage and payload/registration documentation.
+- `EmailApiReadiness.failedChecks()` and `failed(check)` with `EmailApiReadinessCheck` (NOT_INSTALLED, PROVIDER_MISSING, PROVIDER_INVALID, PHI_PROVIDER, PUBLIC_BASE_URL, UNSUBSCRIBE_KEY, BRAND_POSTAL_ADDRESS, BODY_KEY), so callers react to a specific prerequisite without parsing reason text.
+- `EmailApi.sendOnce` as the public durable-effect handoff, with API-only outcome/result types, committed enqueue/replay semantics and suppression/transaction refusal parity. Exact idempotency-key and RFC Message-ID lookups return `EmailApiMessage`, which now includes `rfcMessageId` across all lookup routes. Public requests support ordinary caller transactions; `EmailEffects`, `EmailEffectOutcome` and `EmailMessageRef` are deprecated internals. H2 parity, reconciliation, storage-failure and API-boundary coverage; no new dependencies.
+- Stable `com.kingsrook.qbits.email.api` contract for cross-qbit sends, create-once templates, metadata-only message lookups, enabled sender addresses, default provider selection and secret-safe readiness (including marketing and PHI prerequisites). JDK/QQQ-only signatures, complete request/status mapping tests and a reflection package-boundary guard; no new dependencies.
+- Documented both supported cross-qbit routes: core-only `SendMessageAction` via `qbitEmail`, and the public API for richer sends and lookups.
+- Persisted unique RFC Message-IDs, stable across delivery attempts, with SMTP/Gmail SMTP, SES raw MIME and Postmark/SendGrid/Mailgun request propagation (SES replaces the header downstream).
+- Core-independent `EmailEffects` handoff, reference lookups by idempotency key or RFC Message-ID and refusal mapping; offline retry and provider-contract tests.
+- Checkstyle now checks test sources as well as main sources; existing test imports and formatting corrected.
+- Provider sender addresses: child table `email_provider_sender_address` (validated lowercase address, display name, one default, enabled, note; unique per provider; domain bound to the provider's sending domain; admin-only), shown on the provider record. `EmailRequest.withFromAddressId`, `from_address_id` on messages, refusal of a from address that is not an enabled row of the resolved provider, and the provider `from_address` / `from_name` kept as the fallback.
+- Contingent possible-value filters on the new from-address pickers (send processes by `providerId`, Send Test Email by the acted-on provider, message `fromAddressId` by `providerId`) and on the attempt and event message pickers (by `providerId`) and the suppression source event (by `sourceMessageId`); the send processes also take `providerId`.
+- Phase (c): authenticated SNS, Postmark, SendGrid and Mailgun webhooks, durable inbox deduplication and Mailgun nonce replay protection; configurable Javalin routes.
+- Atomic scheduled event processing, per-recipient event history, monotonic delivery state, category-aware suppression, optional daily complaint alerts and FAILED inbox Reprocess with Review/Result.
+- One-click unsubscribe and escaped self-contained light/dark confirmation pages using the existing envelope-bound signer; account/security tokens refused.
+- Event-based home totals, PostgreSQL/H2 tracking DDL, provider setup instructions, test-only SNS certificate/key and real HTTP, crypto, parser, concurrency, retry and privacy tests. Preferences stays deferred until core #1162 reaches an RC.
+- Phase (a), part 2: versioned Markdown/HTML/MJML templates, typed variable schemas, escaped blocks/loops/fallbacks, branded light/dark layout and contrast validation.
+- New Version, Activate Version and version-bound Approve For PHI actions, edit permissions, immutable history and parent-scoped version selectors.
+- Sender-scoped record variables, classification stand-in, HMAC snapshot tokens, AES-GCM bodies, encrypted query displays and protected resend.
+- Lazy secure-message built-in, typed templated core bridge, process JSON variables, inline preview and viewer-scoped dashboard charts/cards.
+- PHI canary egress, masking, lifecycle, parent-filter, rendering, branding and GreenMail template tests.
+
+- Phase (b) Postmark, SendGrid and Mailgun HTTP transports with fixed HTTPS endpoints, bounded requests, tracking options, safe error classification and Retry-After support; no new dependencies or filesystem storage.
+- Strict Gmail SMTP credential/STARTTLS validation, provider-specific credential and webhook environment defaults, and the [provider setup guide](docs/PROVIDERS.md).
+- HTTP request-contract tests and local-server end-to-end outbox tests covering success, provider failures, permanent rejection, retries and secret-safe stored errors.
+- Phase (a), part 1 email tables, PostgreSQL DDL, enum sources, child relations, permissions and Email app navigation.
+- Provider validation with environment-name allowlists and presence-only credential displays.
+- Transactional ad-hoc EmailService, idempotency, suppression and a replaceable Markdown/HTML/text renderer.
+- Durable dispatcher with unique attempt claims, leases, retry/dead-letter handling, shared provider rate limits, health probes and optional alerts.
+- SMTP with authentication/TLS/timeouts, SES v2 raw MIME, and a Gmail SMTP preset.
+- QBIT_EMAIL core messaging bridge, Review/Result actions, backend send process, dispatch/maintenance/retention schedules and host integration declarations.
+- H2 concurrency and transaction tests, GreenMail end-to-end tests, fake SES tests, metadata/permission checks and process-runner coverage.
+- Repository scaffold to the QRun qbit repository standard (Apache-2.0, CircleCI qqq-orb 0.6.8 with the `configure-package-install` pre-step, GA-only `publish_release`, the `release-rc` caller workflow).
+
+### Removed
+- The Email home's standalone Provider health listing, including per-provider failure messages, last-success details and rate-headroom queries. Passive delivery health and `email.provider.unhealthy` alerts are retained.

CLAUDE.md

@@ -1,17 +1,60 @@
-# qbit-template-extension
+# CLAUDE.md
 
-GitHub template repository for scaffolding QQQ "Extension QBits" (infrastructure-level plugins: table customizers, auth, audit, action wrappers). Not a shipping library — consumers click "Use this template" and rename the `com.kingsrook.qbits.example` package.
+This file provides guidance to Claude Code when working with code in this repository.
 
-## QQQ 4.0 baseline — 2026-09-24
+## Project Overview
 
-The historical review below predates the 4.0 migration. This template targets Java 21 and the public QQQ 4.0.0 release from Maven Central. The corrected APIs, license references and actual template commands are in README.md and docs/00-getting-started.md. Preserve the documented multi-instance and scaffold limitations.
+**QBit Email**: one email service for a QQQ system (outbox, providers, templates with branding,
+delivery tracking, suppression, unsubscribe, PHI-safe sending; inbound in phase 2).
+Design: `docs/DESIGN.md`.
 
-## Knowledge base
+## Build Commands
 
-Reviewed dossiers for this repo and the wider QQQ platform live in the second-brain vault:
+```bash
+./mvnw compile          # always use the wrapper: Maven 3.10 cannot read the parent POM
+./mvnw test
+./mvnw verify           # tests + Checkstyle + JaCoCo gate (70% instructions, 90% classes)
+```
 
-- Hub / entry point: `R:/Git.Local/KofTwentyTwo/second-brain/knowledge/qqq/qqq-hub.md`
-- This repo's dossier: `R:/Git.Local/KofTwentyTwo/second-brain/knowledge/qqq/repos/qbit-template-extension.md`
-- QBit mechanics refresher: `R:/Git.Local/KofTwentyTwo/second-brain/knowledge/qqq/architecture/metadata-model.md`
+## Architecture
 
-Reviewed at commit `e7d4b4d672cc` (branch `main`, 2026-05-21). Known drift as of that review: no `qbit-build-parent` parent pom (org convention), qqq pinned at 0.35.0 on main (0.40.0-SNAPSHOT on develop), README still claims AGPL-3.0 while LICENSE/NOTICE are Apache-2.0, and README references `scripts/customize_template.py` / `actions/ExampleActionCustomizer.java` which do not exist. See the dossier's "Maturity & risks" and "v4.0 impact" sections before modifying the scaffold.
+- **Entry point:** `EmailQBitProducer implements QBitMetaDataProducer<EmailQBitConfig>`, package `com.kingsrook.qbits.email`.
+- `metadata`: seven tables, enum sources, relations and provider/suppression validation.
+- `outbox`: EmailService, queue-time template rendering, protected resend and branded ad-hoc rendering.
+- `delivery`: durable dispatcher, attempt leases, rate limits, health and optional alerts.
+- `transport`: shared MIME, SMTP/SES transports, settings and registry.
+- `bridge`: QBIT_EMAIL adapter for core SendMessageAction.
+- `processes`: Review/Result record actions, backend send API and scheduled jobs.
+- `permissions`, `app`, `support`: custom permission checker, app/navigation and authorized database operations.
+- `EmailRuntime` resolves config from the current instance; `EmailIntegrations` declares ESB, API and Quick Search tables.
+- `template`: parsed variable language/schema, locale resolution, immutable versions, version-bound PHI approval, MJML compilation, lazy secure-message built-in and inline preview.
+- `render`: CommonMark extensions, table-based light/dark layout, contrast validation, text conversion and unsubscribe-link signing (handler is phase c).
+- `phi`: RC.5 classification/token stand-ins and AES-GCM encryption; only dispatch decrypts bodies.
+- `app/EmailHome`: viewer-scoped counts and inline cards, with standard hourly/suppression chart widgets.
+- Version operations serialize on the template row; active/approved version selectors are parent-scoped.
+- Preview UI API endpoint awaits RC.6; webhook/unsubscribe handlers remain phase c.
+
+## Invariants
+
+- Every send goes through the outbox (`email_message`); nothing sends inline.
+- Provider credentials are environment-variable NAMES; values are never stored, logged or returned.
+- PHI and PII never reach a body or a variable snapshot unless the template is `phiApproved`; snapshots follow the secured-data redaction and HMAC rules.
+
+## Naming (owner rule)
+
+- Tables are lowercase snake_case, prefixed `email_`; the backend name is the table name; columns are snake_case.
+- Permissions use the full qbit name: `email.view`, `email.send`, `email.manage`, `email.admin`.
+- Data lives in standard visible tables. Processes are table or record actions, never in the nav. The nav lists only the main tables.
+- UI endpoints are `/qqq/v1` spec extensions (`docs/UI-API-EXTENSIONS.md` in QRun-IO/qqq); provider webhooks are under `/qqq/hooks/email/...`.
+
+## Code Style
+
+3-space indent, braces on the next line, `return (x);`, flower-box Javadoc on every class and method, fluent `withX()` setters.
+
+## Release
+
+- CircleCI qqq-orb 0.6.8.
+- `develop` publishes SNAPSHOTs.
+- `release/*` publishes RCs (automated by `.github/workflows/release-rc.yml`).
+- `vX.Y.Z` tags publish releases (GA tags only).
+- Never push `hotfix/*` or `release/*` branches by hand; use `feature/` or `fix/`.

CODE_OF_CONDUCT.md

@@ -0,0 +1,3 @@
+# Code of Conduct
+
+See Project level [Code of Conduct](https://github.com/QRun-IO/qqq/blob/develop/CODE_OF_CONDUCT.md)

CODE_STYLE.md

@@ -0,0 +1,3 @@
+# Code Style Guide
+
+* See Project [Code Style Guide](https://github.com/QRun-IO/qqq/blob/develop/CODE_STYLE.md)

CONTRIBUTING.md

@@ -0,0 +1,6 @@
+# Contributing to QBit Webhooks
+
+* See Project [Contributing](https://github.com/QRun-IO/qqq/blob/develop/CONTRIBUTING.md)
+* Branches follow GitFlow: `feature/*` from `develop`, pull requests to `develop`, `release/*` for release candidates, `vX.Y.Z` tags for releases.
+* Commits are signed and follow Conventional Commits.
+* Build and test locally with `./mvnw verify` (Java 21).

LICENSE

@@ -176,7 +176,7 @@
 
    END OF TERMS AND CONDITIONS
 
-   Copyright 2022-2025 QRunIO, LLC
+   Copyright 2024 Kingsrook, LLC
 
    Licensed under the Apache License, Version 2.0 (the "License");
    you may not use this file except in compliance with the License.

NOTICE

@@ -1,6 +1,6 @@
-qBit Template - Extension
-Copyright 2022-2025 QRunIO, LLC
+QBit Email
+Copyright 2026 Kingsrook, LLC
 
-This product includes software developed at QRunIO, LLC (https://qrun.io/).
+This product includes software developed at Kingsrook, LLC (https://kingsrook.com/).
 
 Licensed under the Apache License, Version 2.0.

README.md

@@ -1,42 +1,666 @@
-# QBit Template: Extension
+# QBit Email
 
-Template repository for creating QQQ Extension QBits - infrastructure extensions, customizers, and action handlers.
+One email service for a QQQ system: a durable outbox (`email_message`) with retries, dead
+letters, idempotency keys, rate limits and provider health; SMTP, Amazon SES, Postmark,
+SendGrid, Mailgun and Gmail SMTP transports; versioned Markdown, HTML and MJML templates with
+dark-mode-safe branding; classified variables and PHI protection; preview widgets; a
+real-data home; delivery events, suppression and one-click unsubscribe; and the core messaging bridge. Every send goes through the outbox.
 
-## What is an Extension QBit?
+The [design](docs/DESIGN.md) also specifies the deferred Preferences UI (core #1162),
+consumer migrations and inbound mail. Preview uses the standard widget endpoint; the
+dedicated preview API arrives with QQQ RC.6. Attachments are refused until
+qbit-object-storage is wired in.
 
-Extension QBits extend or enhance how QQQ operates at the infrastructure/framework level. They provide:
-- New backend implementations
-- Authentication mechanisms
-- Audit capabilities
-- Table customizers
-- Action handlers
+## Install
 
-## Quick Start
+Requires Java 21, QQQ **4.1.0-RC.8**, and a transactional RDBMS with the supplied unique
+constraints. Apply [the PostgreSQL DDL](docs/ddl/email-postgres.sql) before producing the qbit. SQL timestamps store UTC values without a timezone, matching QQQ RC.5.
+The physical table names equal their metadata names; `backendName` selects the host's
+QQQ database backend, as it does in qbit-webhooks.
 
-Requires **Java 21**, **Maven 3.8+**, and QQQ **4.0.0**. Create your repository, customize its Maven coordinates and Java package/classes, implement the table customizer, then run `mvn clean verify`. See [Getting Started](docs/00-getting-started.md).
-
-## Structure
-
-```
-src/main/java/com/kingsrook/qbits/example/
-├── ExampleExtensionQBitConfig.java    # Configuration
-├── ExampleExtensionQBitProducer.java  # Entry point
-└── customizers/
-    └── ExampleTableCustomizer.java    # Table customization
+```xml
+<dependency>
+   <groupId>com.kingsrook.qbits</groupId>
+   <artifactId>qbit-email</artifactId>
+   <version>${qbit-email.version}</version>
+</dependency>
 ```
 
-## Key Characteristics
+```java
+new EmailQBitProducer()
+   .withQBitConfig(new EmailQBitConfig()
+      .withBackendName("rdbms")
+      .withSchedulerName("scheduler"))
+   .produce(qInstance);
+```
 
-- **No QAppSection** - Pure infrastructure
-- **No user-facing tables** (or minimal operational)
-- **Wraps existing tables/processes** with new behavior
-- **Validates dependencies** on other QQQ components
+The scheduler must already exist. Without a scheduler, callers can enqueue and run
+`EmailDispatcher` or Send Now manually; automatic dispatch is not installed.
+Configuration is looked up from the current `QInstance` on every call, never cached
+in a static variable.
 
-## Documentation
+## Starter defaults and setup
 
-- [Getting Started](docs/00-getting-started.md)
-- [Extension Patterns](docs/01-extension-patterns.md)
+Include order: the DDL first, then the starter defaults from the host's master changelog (the qbit itself never runs DDL):
+
+```yaml
+- include: { file: db/liquibase/qbit-email/email-defaults.changelog.sql }
+```
+
+They are insert-only, hold no secrets, skip a host without the tables, and never change how mail looks on deploy. They add one brand, `neutral` (white background, near-black text, blue buttons, light and dark schemes, every pair at least 4.5:1 contrast), and only when the host has no brand at all. It is not the default brand: copy it for your own, or tick Default Brand on it.
+
+Everything else starts empty on purpose, and each table's help says why: a **provider** is your own connection (a server and the NAMES of its secret variables), so nothing can be sent until you add one; messages, attempts, events, the webhook inbox and suppressions are runtime data; the secure-message template is created by the qbit on first use and when the Email home opens, and other qbits register theirs with `EmailApi.ensureTemplate`.
+
+Every table has help that says what it is for and **how its rows get created**, available through the host's help bundle sync. Email admins also get a **Setup** card first on the home: provider, sender addresses, brands, templates, marketing readiness, delivery tracking, suppression list and scheduler, each with its state and the next step. It uses the same provider and brand resolution as the sender and `EmailApi.readiness`.
+
+### In-app help
+
+The producer registers [help/qbit-email.yaml](src/main/resources/help/qbit-email.yaml) as a `QBIT` bundle using QQQ's help bundle API. Registration is metadata-only and works without a `helpContent` table; hosts with help enabled load and sync registered bundles through QQQ. The app entry follows `EmailQBitConfig.appName`.
+
+To override wording or add deployment-specific instructions, register a separate `layer: HOST` bundle with the same entry keys and roles using `HelpBundles.register(qInstance, "help/your-host.yaml")`. HOST entries take precedence over QBIT entries; UI edits remain protected by the core sync. Keep the bundle version aligned with the POM's artifact version when releasing.
+
+`EmailTablesGuardrailTest.everyTableHasEmptyStateHelp` runs `HelpBundleAssertions` against the produced instance to check owned objects, non-trivial fields, summaries and live references, with no exclusions. `EmailQBitProducerTest` checks registration without a help table and with a custom app name. Both run during `./mvnw verify`.
+
+A template's **Owner Qbit** (the qbit that registered it) is now used: messages sent from the template name that qbit as their sender unless the request names one.
+
+## Tables and permissions
+
+| Table | Navigation | Writes |
+|---|---|---|
+| `email_message` | Messages | Qbit only; people use record actions |
+| `email_message_attempt` | Attempts on a message | Qbit only |
+| `email_event` | Events on a message | Qbit only; readable with `email.view` |
+| `email_webhook_inbox` | Inbox on a provider | Qbit only; readable with `email.view`; Reprocess requires `email.manage` |
+| `email_template` | Templates | `email.manage`; template edit grants also apply |
+| `email_template_version` | Versions on a template | Draft edits only; lifecycle uses record actions |
+| `email_brand` | Brands | `email.manage`; template edit grants also apply |
+| `email_suppression` | Suppressions | `email.manage`; changing/removing a complaint needs `email.admin` |
+| `email_provider` | Providers, with child Messages | `email.admin`, including reads and test sends |
+| `email_provider_sender_address` | Sender Addresses on a provider | `email.admin`, including reads |
+
+`email.view` reads messages, templates, versions, brands and suppressions.
+`email.send` permits the Java service, bridge and backend send process. Reading
+messages requires `email.view`, `email.manage` or `email.admin`; send alone grants no read access.
+`email.manage` also allows sending, Resend, Cancel and Send Now. `email.admin`
+implies all permissions. Grant `email.hasAccess` for the app's derived base access.
+Enable the host's `QInstance.enforcePermissionsInCoreActions` for direct Java action
+permission enforcement; the tables and processes use the shared custom checker.
+Trusted system callers use `SystemWrites.call(...)`, which opens core's authorized
+scope and still preserves record security locks.
+
+All tables and columns follow the `email_`/snake_case database convention. Java field
+names are camelCase, matching the webhooks reference. System tables disable direct
+insert/update/delete capabilities. Labels contain no status decorations.
+
+## Providers and credentials
+
+See the [provider setup guide](docs/PROVIDERS.md) for row fields, DNS/domain setup,
+limits, Gmail app passwords and provider webhook setup.
+
+| Kind | Transport | Status |
+|---|---|---|
+| SMTP | Relay or authenticated SMTP, STARTTLS / TLS | Available |
+| SES | AWS SES v2, raw MIME | Available |
+| POSTMARK | HTTPS JSON, server token and message stream | Available |
+| SENDGRID | HTTPS JSON, bearer API key | Available |
+| MAILGUN | HTTPS MIME multipart, US / EU | Available |
+| GMAIL_SMTP | smtp.gmail.com:587, STARTTLS and app password | Available |
+| GMAIL_API | OAuth Gmail API | Deferred; use GMAIL_SMTP |
+
+Create the first enabled provider with `isDefault=true`. When any providers are
+enabled, exactly one must be the enabled default. Switch defaults in a batch update,
+clearing the old default first. A nullable unique `default_slot` backs the validation.
+Providers with message history cannot be deleted; disable them instead.
+
+**Sender addresses.** A provider can own any number of verified from addresses, kept in
+`email_provider_sender_address` and shown as a Sender Addresses list on the provider record
+(not in the nav; `email.admin` reads and writes, like the provider). Each row has an
+`address` (validated, stored lowercase, line breaks refused), an optional `displayName`,
+`isDefault`, `enabled` and a `note`. An address is unique per provider, at most one enabled
+row per provider is the default, and when the provider has a `sendingDomain` every address must
+be in that domain (changing the domain with other-domain rows is refused). Deleting a provider
+deletes its rows. Existing databases add the table and the nullable
+`email_message.from_address_id` column from `docs/ddl/email-postgres.sql`.
+
+The provider's own `fromAddress` / `fromName` stay the fallback, so nothing changes until a
+row exists. A row marked default wins over the fallback. On a send, `withFromAddressId(id)`
+(or `fromAddressId` on the send processes) must name an enabled row of the resolved provider,
+and once a provider has rows an explicit `withFrom(...)` must match one of them by address;
+either failure is `REFUSED` with "That from address is not set up for provider <name>". With
+no rows, `withFrom(...)` behaves as before. The chosen row is recorded on the message as
+`fromAddressId`, and a resend reuses it.
+
+The from address pickers are contingent: `fromAddressId` on the send processes lists only the
+rows of the chosen `providerId` (`providerName` is still accepted for API callers, and the two
+must agree), and the Send Test Email action lists only the rows of the provider being tested.
+That action's form has no record id, so a prepare step publishes the single selected provider id
+as the process value `possibleValueFilterValueId`, which the picker's filter reads after `${input.id}`.
+
+For an unauthenticated relay, use kind `SMTP`, host/port, security `NONE`, and a
+`fromAddress`. Leave credential names empty. Authenticated SMTP uses `usernameEnvName`
+and `secretEnvName`; security is `NONE`, `STARTTLS` (required) or `TLS`. Timeouts are
+10 seconds to connect and 15 seconds each to read and write. The Gmail SMTP preset
+uses `smtp.gmail.com:587` with required STARTTLS.
+
+SES needs a `region`, optionally `configurationSet`. With no credential references
+it uses the AWS default chain. Otherwise both username and secret references are
+required and resolve to the access key and secret key. SES sends raw MIME with explicit
+envelope destinations, keeping BCC recipients out of the raw message headers. SDK
+retries are disabled so outbox attempts own retry accounting; an API call is bounded
+at 40 seconds.
+
+Credential fields contain **environment variable names**, matching
+`^[A-Z_][A-Z0-9_]{0,99}$`. The effective allowlist is `allowedEnvNames` plus these defaults
+for the selected kind:
+
+| Kind | Default allowed names |
+|---|---|
+| SMTP / GMAIL_SMTP | `EMAIL_SMTP_USERNAME`, `EMAIL_SMTP_PASSWORD`, `EMAIL_GMAIL_USERNAME`, `EMAIL_GMAIL_APP_PASSWORD`, `GMAIL_USERNAME`, `GMAIL_APP_PASSWORD` |
+| SES | `AWS_ACCESS_KEY_ID`, `AWS_SECRET_ACCESS_KEY`, `AWS_SESSION_TOKEN` |
+| POSTMARK | `POSTMARK_SERVER_TOKEN`, `POSTMARK_WEBHOOK_PASSWORD`; legacy `EMAIL_POSTMARK_SERVER_TOKEN`, `EMAIL_POSTMARK_WEBHOOK_PASSWORD` |
+| SENDGRID | `SENDGRID_API_KEY`, `SENDGRID_WEBHOOK_PUBLIC_KEY`; legacy `EMAIL_SENDGRID_API_KEY`, `EMAIL_SENDGRID_WEBHOOK_PUBLIC_KEY` |
+| MAILGUN | `MAILGUN_API_KEY`, `MAILGUN_WEBHOOK_SIGNING_KEY`; legacy `EMAIL_MAILGUN_API_KEY`, `EMAIL_MAILGUN_SIGNING_KEY` |
+| GMAIL_API | `EMAIL_GMAIL_CLIENT_ID`, `EMAIL_GMAIL_CLIENT_SECRET`, `EMAIL_GMAIL_REFRESH_TOKEN` |
+
+Allowlisting does not automatically select a name. Empty SMTP references mean no auth;
+empty SES references mean the default chain. Explicit SES references use a static
+access/secret pair; temporary session credentials belong in the default AWS chain.
+`withSecretResolver(Function<String,String>)` defaults to `System::getenv`. Values are
+resolved during an attempt and never retained, audited, returned or logged. The
+provider record's display-only fields return only `Set` / `Not set`; checking presence
+necessarily invokes the resolver too. Enqueue and internal queries do not resolve it.
+
+POSTMARK, SENDGRID and MAILGUN require a secret environment name. Mailgun also
+requires a sending domain and US/EU region. Gmail SMTP requires both credential
+names and STARTTLS. GMAIL_API is refused with
+`Gmail API sending is specified but not built; use GMAIL_SMTP`.
+
+HTTP transports use fixed HTTPS endpoints, 10-second connect and 30-second request
+timeouts, and no redirects. HTTP 429/5xx retry with optional Retry-After; account
+and credential failures pause the provider. Tracking is explicitly controlled by
+`trackOpens` / `trackClicks`, off by default. The producer registers the phase-(c)
+receiver idempotently when the provided Javalin middleware is present.
+
+## Health checks
+
+The producer registers these checks with QQQ central health monitoring:
+
+| Name | Kind | Interval |
+|---|---|---|
+| `email.provider.<id>` (each enabled provider) | DEPENDENCY | 300 seconds |
+| `email.readiness` | DEPENDENCY | 300 seconds |
+
+Both use component `email`, category `EMAIL`, and a 5-second timeout. Provider
+checks read passive delivery state only: HEALTHY maps to UP, UNHEALTHY to DOWN,
+and missing/disabled/unknown state to UNKNOWN. The transport SPI has no
+non-sending connectivity method; these checks never contact providers or send
+mail. Readiness reuses `EmailApi.readiness` for every `EmailApiCategory`; any
+unmet prerequisite is DEGRADED, with only enum names in `failedChecks`. Existing
+passive state and `email.provider.unhealthy` alerts remain in place.
+
+The Email home uses a standard status widget reading the central `health_component`
+rollup, with a link to System Health's checks filtered to `email`. It no longer
+lists provider diagnostics. The host must install central health metadata and its
+schema; central reads use the viewer's health permissions.
+
+This integration uses the core health API released in QQQ `4.1.0-RC.8`.
+Verify offline with `./mvnw -o verify` (`mvnw.cmd` on Windows).
+
+## Sending from another qbit
+
+There are two supported routes. Both queue through the durable outbox; a successful
+call acknowledges enqueueing, not delivery.
+
+**1. QQQ core only, for simple subject/body email.** The host installs qbit-email;
+the consuming qbit needs no qbit-email dependency or imports. Use
+`SendMessageAction` with `messagingProviderName` set to `qbitEmail` (the default
+bridge name; hosts can configure another name):
+
+```java
+import com.kingsrook.qqq.backend.core.actions.messaging.SendMessageAction;
+import com.kingsrook.qqq.backend.core.model.actions.messaging.Content;
+import com.kingsrook.qqq.backend.core.model.actions.messaging.Party;
+import com.kingsrook.qqq.backend.core.model.actions.messaging.SendMessageInput;
+import com.kingsrook.qqq.backend.core.model.actions.messaging.email.EmailContentRole;
+
+new SendMessageAction().execute(new SendMessageInput()
+   .withMessagingProviderName("qbitEmail")
+   .withTo(new Party().withAddress("pat@example.com"))
+   .withSubject("Ready")
+   .withContent(new Content().withContentRole(EmailContentRole.TEXT).withBody("Your export is ready.")));
+```
+
+**2. The published `com.kingsrook.qbits.email.api` package**, for templates,
+idempotency, categories, linked records, sender selection and delivery lookups.
+Consumers with a qbit-email dependency import only this package:
+
+```java
+import com.kingsrook.qbits.email.api.EmailApi;
+import com.kingsrook.qbits.email.api.EmailApiRequest;
+import com.kingsrook.qbits.email.api.EmailApiResult;
+
+EmailApiResult result = EmailApi.send(new EmailApiRequest()
+   .withTo("pat@example.com")
+   .withTemplateName("order_ready")
+   .withVariable("order_number", "A-1")
+   .withVariable("customer_name", "Pat")
+   .withIdempotencyKey("orders:42:ready")
+   .withLinkedRecord("orders", 42)
+   .withSender("orders", "ready"));
+```
+
+`EmailApi.ensureTemplate(EmailApiTemplate)` creates a template once; see
+[Templates from another qbit](#templates-from-another-qbit).
+
+For durable job effects, use `EmailApi.sendOnce(request, effectKey)`. It assigns
+the effect key as the request's idempotency key and returns `EmailApiEffectResult`
+with `EmailApiEffectOutcome.QUEUED_OR_DUPLICATE` or `REFUSED` and a nullable
+`EmailApiMessage`. Success means the outbox has committed; duplicate handoffs return
+the same row and RFC Message-ID. Null requests, null/blank/over-500-character keys,
+conflicting request keys and caller transactions are refused. Suppressed rows remain
+refused on replay and include their audit metadata; refusals without a row have no
+message. Database failures throw `QException` for retry or reconciliation. Ordinary
+`EmailApi.send` accepts `request.withTransaction(transaction, backendName)` when a
+caller-owned or cross-backend deferred enqueue is needed. See [durable job effects](docs/DURABLE-JOBS.md).
+
+`EmailApi.isInstalled(instance)` detects whether the qbit was produced.
+`defaultProviderName(instance)` resolves an enabled configured/default provider;
+`listSenderAddresses(providerName)` lists enabled sender rows (null selects the
+default). `readiness(instance, category)` reports configuration prerequisites,
+including MARKETING's public URL, unsubscribe key and default brand postal address.
+For a PHI-approved template, use `readiness(instance, category, true)` to also check
+the body key and provider PHI/tracking policy. PHI is a template approval state,
+not a category. Readiness is a preflight, not proof that a particular send will pass.
+
+`getMessage(id)`, `getMessageByIdempotencyKey(key)`, `getMessageByRfcMessageId(rfcMessageId)`
+and `findMessagesByIdempotencyKeyPrefix(prefix, limit)` expose only
+id, delivery status, category, idempotency key, RFC Message-ID, provider message id, template name,
+linked table/id and create/sent/delivered timestamps. They never return addresses,
+subjects, bodies or variable snapshots. Prefixes are literal and nonblank; limits
+must be positive; results are ordered by ascending message id. Missing messages
+return an empty Optional/list. Exact-key lookups also return empty for null/blank
+values; RFC lookup takes the stored bracketed header, not a provider response id.
+Ordinary enqueue results have `QUEUED`, `DUPLICATE`,
+`SUPPRESSED` or `REFUSED`; delivery status is a separate string on `EmailApiMessage`.
+
+Database calls require the caller's initialized `QContext`; methods accepting an
+installed instance require it to be the current context instance. Lookups run as
+the email system, so callers must authorize any exposure to their own users.
+Sending retains the existing permission, schema, PHI, suppression and recipient
+rules. Database failures propagate as core `QException`; invalid template definitions
+and lookup arguments throw `IllegalArgumentException`. No secret values are exposed.
+
+The API uses only JDK, QQQ core and its own API types in published signatures.
+Changes within a `0.x` minor release line are additive only. Internal packages
+(including runtime, configuration, outbox, metadata, support and template classes)
+are not API and may change. `EmailEffects`, `EmailEffectOutcome` and `EmailMessageRef`
+are deprecated internals; `EmailApi` is the sole public qbit-email surface.
+The internal service details below describe host and
+qbit-email implementation behavior, not additional cross-qbit contracts.
+
+## Internal sending service
+
+```java
+EmailSendResult result = EmailService.send(new EmailRequest()
+   .withTo("Pat <pat@example.com>")
+   .withCc("copy@example.com")
+   .withSubject("Your export is ready")
+   .withMarkdownBody("[Open your export](https://app.example.com/exports/42)")
+   .withCategory(EmailCategory.NOTIFICATION)
+   .withIdempotencyKey("export:42")
+   .withLinkedRecord("export", 42)
+   .withSender("exports", "complete"));
+```
+
+Use `withHtmlBody` or `withTextBody` instead of Markdown, with optional explicit text
+alongside HTML. `withFrom`, `withReplyTo`, `withBcc`, `withProviderName`, `withSendAfter`,
+and `withLocale` are supported. `sendingDomain`, when present, must match the sender's
+domain. Addresses are parsed strictly; header newlines are refused. Markdown raw HTML
+and unsafe URL schemes are disabled. Templates always use the validated template renderer. The ad-hoc renderer extension
+remains compatible. Both alternatives are stored at enqueue time and reused on retries.
+
+Results expose `messageId()`, `status()` (`QUEUED`, `DUPLICATE`, `SUPPRESSED`, `REFUSED`)
+and `reasons()`. Idempotency is global within the outbox. A repeated key returns the
+original id; unique constraints protect races. Idempotent inserts briefly lock the
+oldest provider row so concurrent service calls do not abort a caller-owned SQL
+transaction with a duplicate-key error.
+
+`withTransaction(transaction, backendName)` joins a matching backend transaction.
+The one-argument overload assumes the email backend. A different backend registers
+an after-commit insert, discarded on rollback. Its immediate result has a null id
+and a reason explaining that enqueue is deferred: an auto-generated id does not
+exist before that callback runs. Cross-backend callbacks have the same crash window
+as qbit-webhooks' fallback; use the same backend when atomic enqueue is required.
+Without a caller transaction, the service owns and commits its transaction.
+
+For multi-tenant hosts, configure `securityFields` and `recordSecurityLocks`, add the
+matching columns to the DDL, and provide the request's `securityValues`. Security
+values propagate to attempts and resends.
+
+Suppression compares canonical lowercase mailboxes. ALL applies across categories,
+except UNSUBSCRIBE cannot block TRANSACTIONAL or SECURITY. Category suppressions apply
+to NOTIFICATION and MARKETING. Expired rows are ignored. Partial suppression drops
+only matching recipients and records them in `suppressedAddresses`; all-suppressed
+messages remain visible with SUPPRESSED status and never consume an attempt.
+
+## Templates, variables and branding
+
+Create an `email_template`, then use **New Version** to copy the active or latest
+version into a DRAFT. Edit its source, schema and synthetic sample values. **Activate
+Version** validates syntax, samples, classifications, brand contrast and optional
+MJML compilation, then retires the previous active version for that locale in one
+transaction. ACTIVE and RETIRED versions are immutable. Template-specific
+`editPermissionName` applies to CRUD and actions, in addition to the email permission;
+even email administrators need that explicit grant. Trusted system writes may bypass it.
+
+```java
+EmailService.send(new EmailRequest()
+   .withTemplateName("order_ready")
+   .withTo("pat@example.com")
+   .withRecordVariable("order", "order", 123)
+   .withVariable("count", 3)
+   .withLocale("en"));
+```
+
+A schema is a JSON list, for example:
+
+```json
+[
+  {"name":"order","label":"Order","type":"RECORD","required":true},
+  {"name":"count","label":"Items","type":"NUMBER","required":true},
+  {"name":"link","type":"URL","classification":"PUBLIC"}
+]
+```
+
+Types are STRING, NUMBER, DATE, DATE_TIME, BOOLEAN, URL, LIST and RECORD. Optional
+`table`/`field` bind a variable's classification to metadata. URL values must be
+absolute HTTP(S) URLs. Use `{{name}}`, `{{order.number}}`, `{{name|fallback text}}`,
+`{{#if count}}...{{/if}}`, and `{{#each items}}{{@index}}: {{this.name}}{{/each}}`.
+`this` also supports scalar list elements. Empty/null/false/zero values are false.
+Unknown variables, unsupported helpers, unclosed expressions and mismatched blocks
+produce line-numbered errors. Records and lists allow dynamic child paths; declare
+specific dotted entries when child types/requiredness matter. There is no raw output.
+HTML values are escaped; Markdown values cannot inject Markdown syntax. Subject and
+text contexts use plain values, with subject newlines refused.
+
+Built-ins are `brand.*` (snake_case names such as `label`, `site_url`, `primary_color`),
+`message.id` (the actual outbox primary key), `now` (UTC), and `unsubscribe_url`.
+The latter is empty for TRANSACTIONAL/SECURITY and when no notification opt-out key
+is configured. The requested locale resolves to an ACTIVE version, falling back to
+`en`. The template supplies the category unless the request overrides it.
+
+Brand precedence is request name, template brand, the configured app's brand,
+default brand, then the built-in neutral brand. Markdown uses CommonMark tables and
+autolinks; raw HTML is escaped. `[Label](https://example.com){.button}` creates a table
+button. The 600px shell includes preheader, logo variants, footer, social links and
+light/dark colors; marketing requires a postal address. Brand saves and activation
+require 4.5:1 text and button contrast in both modes. Optional `darkPrimaryColor` and
+`darkButtonTextColor` fall back to their light counterparts. Colors use `#RRGGBB`.
+
+HTML versions retain authored HTML, with escaped variables and an opt-out footer
+before `</body>`. For MJML configure `withMjmlCompiler(new CliMjmlCompiler(binaryPath))`
+or another compiler implementation. Compilation uses stdin/stdout only, with a
+20-second timeout; the stored `compiledHtml` is reused for sends. No runtime files,
+source files or compiler temp files are written by this qbit.
+
+The record Preview widget uses synthetic `sampleVariables`, sanitized inline light
+(390px maximum) and dark (600px maximum) samples plus wrapping plain text. Next's
+sanitizer removes iframes and style blocks, so this preview is not an exact mail-client
+emulator. Draft MJML is compiled in memory for preview when a compiler is configured;
+preview never stores the result or changes the version.
+
+### Templates from another qbit
+
+A qbit that sends its own mail ships the template with its code instead of asking an
+administrator to create it. Describe it with `EmailApiTemplate` and call
+`EmailApi.ensureTemplate` at startup or before first use:
+
+```java
+boolean created = EmailApi.ensureTemplate(new EmailApiTemplate()
+   .withName("order_ready")
+   .withLabel("Order ready")
+   .withCategory(EmailApiCategory.TRANSACTIONAL)
+   .withSubject("Order {{order_number}} is ready")
+   .withBody("Hi {{customer_name}}, order {{order_number}} is ready for pickup.")
+   .withVariable("order_number", "Order number", "STRING", true, "PUBLIC")
+   .withVariable("customer_name", "Customer name", "STRING", true, null)
+   .withSampleVariables("{\"order_number\":\"A-1\",\"customer_name\":\"Pat\"}")
+   .withOwnerQbit("orders")
+   .withEditPermissionName("orders.edit"));
+```
+
+`kind` defaults to MARKDOWN (MJML and HTML are also accepted), `withTextBody` is
+optional, and `withVariablesSchema(json)` replaces `withVariable` when you already have
+the JSON. When no template of that name exists, `ensureTemplate` validates the definition like
+Activate Version (syntax, schema, a render with the samples, MJML compile), creates the
+template and an ACTIVE version 1 as the qbit, and returns true. When one exists it does
+nothing and returns false, so people's edits and later versions are never overwritten;
+the unique name settles concurrent callers. An invalid definition throws
+`IllegalArgumentException` with plain reasons and writes nothing.
+
+## PHI and PII
+
+`withRecordVariable` reads through `QueryAction` in the sender's QContext; it does not
+open an authorized scope. Core password masking is preserved. RC.5 does not enforce
+ordinary `FieldSecurityLock` during QueryAction, so the email record loader also
+applies the field lock against the sender's security keys before copying any values.
+Classification precedence is reflective core `AiDataClassifications.ofField`, config
+`classificationOverrides`, schema declaration, then PUBLIC.
+
+PII/PHI variables require **Approve For PHI** (`email.admin`) on the exact version.
+Approval records actor/date and `approvedVersionId`; it freezes an approved draft.
+A new sensitive version must be approved before activation. Activating a version
+without its own approval clears the template's old approval. Approval of one locale
+version does not approve another locale. PHI-approved templates cannot be MARKETING,
+use provider open/click tracking, or use a provider without `phiAllowed`. Provider
+attestation and tracking are checked again immediately before dispatch.
+
+`email_secure_message` is created transactionally on its first send. It needs only
+a required URL variable `link` and brand built-ins; use it to send a sign-in link
+without putting patient data into email.
+
+PII/PHI snapshot values become `hmac:v1:<keyId>:<base64url>`, or `changed:v1` without
+a valid base64 `QQQ_AUDIT_HMAC_KEY`. Record tokens bind table, field and primary key;
+context tokens bind `email`, template name, variable name and message id. Context
+booleans and values with fewer than four distinct characters always use `changed:v1`.
+`shred:v1` is reserved for future core wipe-rule record fields and is never produced
+for context values. The classification and token helpers are explicit RC.7 stand-ins.
+
+PHI-approved subjects and HTML/text bodies are AES-256-GCM encrypted as
+`enc:v1:<base64url(iv|ciphertext|tag)>`, using SHA-256 of `QQQ_EMAIL_BODY_KEY`.
+Missing keys refuse the send before an outbox insert. Only dispatch decrypts; query,
+record and API displays show `[encrypted]`, while home shows `Secure message`.
+Resend preserves ciphertext and policy; its token snapshot stays bound to the original
+message, which the new message links to. Errors and logs omit provider diagnostics
+and content. Keys resolve through `secretResolver`; no secret values are stored.
+
+NOTIFICATION/MARKETING templates prepare footer links and headers using
+`QQQ_EMAIL_UNSUBSCRIBE_KEY` and `publicBaseUrl`; marketing refuses without them.
+Tokens bind the message, recipient-envelope hash and category. The receiving route
+is implemented: GET only shows a light/dark confirmation page; explicit POST upserts
+category suppression and records UNSUBSCRIBED. Invalid or account/security tokens
+return 404. The legacy token covers every To/Cc/Bcc recipient, so use one mailbox
+per opt-out message for individual preferences. Preferences UI remains deferred
+until core #1162 ships in an RC.
+
+The home uses viewer-scoped counts and queries, UTC hour/day charts, a central
+health status line, and 20 recent messages with masked recipients. No sample data or sampled
+counts are used. Delivered/bounced/complained totals count recipient events and
+use their occurred dates; sent/dead-letter totals count messages.
+
+## Delivery and actions
+
+Each claim inserts a unique `(message_id, attempt_number)` row and commits SENDING
+with a lease before network I/O. Provider-row database locks serialize rate checks
+and claims across replicas; they are released before contacting the provider. Limits
+count attempts in rolling minute and 24-hour windows. Waiting consumes no attempt.
+Per-message SMTP 5xx and SES MessageRejected/InvalidParameterValue failures become
+DEAD_LETTER, as do invalid MIME addresses or headers; transient failures
+use the configured backoff. Explicit retry-after values are capped at one hour;
+the configured backoff itself is not capped.
+
+Expired attempts become LEASE_EXPIRED, then retry or dead-letter at the attempt limit.
+Late completion from an expired runner cannot overwrite the newer attempt's outcome.
+Delivery is **at least once**: provider acceptance followed by a runner crash can
+produce a repeat. Credential, authentication and SES account failures immediately mark
+the provider UNHEALTHY and stop its remaining deliveries for that dispatch pass.
+These attempts are recorded as PROVIDER_FAILURE and keep messages in RETRY_WAIT with
+backoff. They increment the historical attempt count but do not consume the message's
+maxAttempts budget (including during lease recovery). Ten consecutive other transient failures mark a provider UNHEALTHY;
+one queued message probes it every five minutes, and success restores HEALTHY.
+Optional core alerts raise `email.provider.unhealthy` and `email.message.dead-letter`,
+with dead-letter deduplication per provider/hour. No alert sink is required.
+Alert failures cannot fail an already committed delivery.
+
+SMTP sign-in requires STARTTLS or TLS. Plaintext authentication is refused at provider
+validation and again before connecting, except for loopback (`localhost`, `127.0.0.1`,
+`::1`) or an explicit `withAllowPlaintextSmtpAuth(true)` host configuration (default false).
+Provider sender/reply-to fields and MIME subjects/addresses cannot contain CR or LF.
+
+Messages offer standard Review/Result actions: Resend (DEAD_LETTER, BOUNCED,
+COMPLAINED, with retained content), Cancel (QUEUED/RETRY_WAIT), and Send Now
+(QUEUED/RETRY_WAIT). Resend creates a new linked message and rechecks suppression.
+Send Now overrides deferral but preserves rate limits, health and active leases.
+Providers offer Send Test Email with a recipient input and a reported outcome.
+
+`email_send_templated` is a hidden backend API process. Inputs include `templateName`,
+`to`, `cc`, `bcc`, `replyTo`, `subject`, `markdownBody`, `htmlBody`, `textBody`,
+`providerName`, `brandName`, `category`, `locale`, `variablesJson`, `recordVariablesJson`,
+`linkedTableName`, `linkedRecordId`, and `idempotencyKey`. `variablesJson` is an object;
+record bindings use `{"patient":{"table":"patient","id":123}}` in
+`recordVariablesJson`. Output includes `messageId`, `status`, and `reasons`.
+
+Hidden schedules include `email_process_webhooks` (30 s), `email_dispatch` (15 s by default), `email_maintain` (300 s, lease
+recovery including disabled providers, and health probes), and `email_retention`
+(daily). Retention clears final-message bodies after 30 days, preserving `bodySha256`;
+message deletion is disabled by default. `finishedDate` records finalization independently
+of enqueue and later retention updates.
+
+## Delivery tracking
+
+Apply the new `email_webhook_inbox` and `email_event` DDL plus indexes for an existing
+phase-(a)/(b) database. Configure the authenticated HTTPS endpoints using
+[the provider guide](docs/PROVIDERS.md#event-webhooks). Verification supports SNS
+RSA v1/v2 with pinned topic and AWS certificate hosts, Postmark Basic auth,
+SendGrid ECDSA and Mailgun HMAC with durable nonce replay protection.
+
+The 1 MiB receiver persists before acknowledging. DB transactions serialize
+processing across replicas and commit event rows, message state and suppression
+atomically. Events in a payload are applied independently: matched events commit at
+once, and only unmatched events (or events whose message is still SENDING) retry the
+row with configured backoff. After six attempts they are skipped and the row finishes
+PROCESSED with a note ("N events did not match a message"). Rows that cannot be parsed
+or written fail after six attempts; **Reprocess** on FAILED inbox rows uses the
+standard Review/Result flow. An event whose recipient is not on the matched message
+is ignored, and an SES bounce or complaint without its recipient list is skipped.
+SNS notifications older than an hour or more than five minutes ahead are refused, and
+certificate fetch failures are cached for five minutes per URL. Disabled tracking is
+ignored. Per-event recipient keys deduplicate
+overlapping batches. All new service state is in the DB; certificate caches are in
+memory. No runtime filesystem or new dependencies are used.
+
+Hard bounce/complaint suppress ALL; provider unsubscribe suppresses the message's
+opt-out category. Message status never regresses from COMPLAINED to BOUNCED or
+DELIVERED. Optional `email.complaint` alerts warn after more than three complaints
+in 24 hours, with daily deduplication. Provider details mask addresses and are capped
+at 500 characters; raw authenticated inbox payloads are sensitive DB data.
+
+NOTIFICATION and MARKETING messages with unsubscribe configured require exactly one
+To recipient and no Cc/Bcc; send one message per recipient. The token binds that
+mailbox, and an unsubscribe POST suppresses only that address for the message's
+category. Multi-recipient requests are refused before suppression filtering.
+TRANSACTIONAL and SECURITY messages, and NOTIFICATION messages without unsubscribe
+configured, may still have multiple recipients. Existing single-recipient links
+remain valid; old multi-recipient links are rejected.
+
+## Core messaging bridge
+
+The producer adds messaging provider `qbitEmail` (configurable), type `QBIT_EMAIL`.
+Existing callers switch only `messagingProviderName`:
+
+```java
+new SendMessageAction().execute(new SendMessageInput()
+   .withMessagingProviderName("qbitEmail")
+   .withTo(new Party().withAddress("pat@example.com"))
+   .withSubject("Ready")
+   .withContent(new Content().withContentRole(EmailContentRole.TEXT).withBody("Your export is ready.")));
+```
+
+The bridge recursively maps Party/MultiParty TO, CC, BCC, FROM and REPLY_TO roles, plus
+TEXT/HTML alternatives. REFUSED throws `QException`; successful calls acknowledge
+queueing, not delivery. The built-in EMAIL and SES types are unchanged.
+
+For schema-aware calls from another qbit, use `EmailApi.send` with an
+`EmailApiRequest` and declared template variables as described above. Ordinary
+core `SendMessageInput` is ad-hoc and cannot infer classifications from arbitrary
+pre-rendered text. The existing typed bridge extension is an internal interface.
+
+## Configuration
+
+All settings have fluent `withX` setters and getters.
+
+| Setting | Default / purpose |
+|---|---|
+| `backendName` | Required existing backend |
+| `schedulerName` | Optional existing scheduler; required for automatic dispatch |
+| `publicBaseUrl` | Public app URL for signed unsubscribe links |
+| `webhookBasePath` | `/qqq/hooks/email`; absolute path outside `/qqq/v1` |
+| `mjmlCompiler` | Optional `MjmlCompilerInterface`; required for MJML activation |
+| `classificationOverrides` | Map of `table.field` to `EmailClassifications.Level` for RC.5 |
+| `defaultProviderName` | Optional named provider override; otherwise enabled default row |
+| `bridgeProviderName` | `qbitEmail` |
+| `secretResolver`, `allowedEnvNames` | `System::getenv`, empty additional allowlist |
+| `dispatchIntervalSeconds`, `batchSize` | 15, 100 |
+| `maxAttempts`, `retryMinutes` | 6; 1, 5, 15, 60, 240, 720 |
+| `leaseSeconds` | 120; minimum 60 |
+| `bodyRetentionDays`, `messageRetentionDays` | 30, 0 (keep message rows forever) |
+| `appName`, `appLabel` | `email`, `Email` |
+| `securityFields`, `recordSecurityLocks` | Empty host additions |
+| `tableMetaDataCustomizer` | Optional final metadata customization |
+
+`EmailIntegrations.esbTableNames()`, `apiTableNames()` and `quickSearchTables()` expose
+host integration declarations for messages, templates and suppressions. Quick Search
+weights exclude subjects, bodies and variable snapshots. Hosts wire their ESB/API/search
+modules to these declarations.
+
+## Build
+
+```bash
+./mvnw -o -q verify
+```
+
+Windows can use `./mvnw.cmd -o -q verify`. No new dependencies are required. Tests use
+H2, GreenMail, a fake SES client and local HTTP servers, including transaction rollback, concurrent claims,
+concurrent idempotency, shared rate budgets, health recovery and process screens.
+The tests also exercise template lifecycle, parent-scoped possible values, rendering,
+PHI canary egress, encryption, preview widgets and home data.
+
+## Durable jobs
+
+Built on QQQ **4.1.0-RC.8**. Enable `DurableJobsMetaData` and define the jobs tables
+**before** producing the email qbit: `EmailQBitProducer` automatically registers
+`EmailJobEffectTarget` under target name `email`. If jobs are enabled later, call
+`EmailJobEffectTarget.register(instance)` afterward. Registration is a no-op when
+jobs are disabled.
+
+Declare `new JobEffectDeclaration("welcomeEmail", "<step>", "email",
+JobEffectType.IDEMPOTENT_EXTERNAL)` in the process's `DurableProcessMetaData`, then
+call `JobEffects.emit(input, "welcomeEmail", rowKey, payload)` in the backend step.
+The payload accepts recipients, template or ad-hoc bodies, variables, routing and
+record linkage; see the [complete payload contract and examples](docs/DURABLE-JOBS.md).
+
+The target deduplicates handoffs by the effect key. SENT means the email outbox has
+committed, while its dispatcher owns provider delivery and retries. Job effects
+send under the job owner's current session and captured security scope; an owner
+whose session cannot be established produces FAILED. Other exceptions produce
+UNKNOWN and can safely be retried using the same key. Reconcile finds the existing
+outbox row, including terminal audit rows.
+
+Each message retains its stored RFC Message-ID across provider attempts. SMTP,
+Postmark, SendGrid and Mailgun carry it; SES replaces it downstream. This supports
+correlation and receiver deduplication where available, without guaranteeing
+exactly-once inbox delivery. See the [schema upgrade and provider notes](docs/DURABLE-JOBS.md).
 
 ## License
 
-See [LICENSE](LICENSE) and [NOTICE](NOTICE).
+Apache License 2.0. See [LICENSE](LICENSE) and [NOTICE](NOTICE).

SECURITY.md

@@ -0,0 +1,4 @@
+# Security Policy
+
+* See Project [Security Policy](https://github.com/QRun-IO/qqq/blob/develop/SECURITY.md)
+* Report suspected vulnerabilities privately through GitHub private vulnerability reporting on this repository, never in a public issue.

UPGRADE.md

@@ -0,0 +1,23 @@
+# Upgrading
+
+## Unreleased: shared CRM templates
+
+Existing hosts and callers need no configuration change. This release adds APIs and a template kind; it does not migrate CRM rows or enable shared CRM templates automatically. The existing VARCHAR kind column needs no email schema change. Hosts with additional kind constraints must allow `CRM_LEGACY` before importing migrated rows.
+
+- To grant CRM users template access, configure `EmailQBitConfig.withTemplatePermissionBaseName("crm.manage")`. The resulting `.read` and `.write` permissions apply to template/version data and the New Version/Activate Version actions, plus app navigation. They do not grant provider, brand, delivery, message or PHI approval access. A template's `editPermissionName` is still an additional write requirement, and record security locks still apply.
+- `EmailApi.templateVariableNames` and `renderTemplate` read templates and active versions in the caller's session. Rendering requires an expected delivery category and returns typed content and provenance. Native HTML must not be interpreted as Markdown. Native templates reject category/content overrides, and PHI-approved templates require the existing protected send path. Preview content is not a substitute for the actual queued message subject or delivery envelope.
+- `EmailApi.sendTemplateOnce` uses the existing outbox and suppression rules, returning the exact stored subject only for a checked template/version and matching sender, linked record, category and single-recipient envelope. Supply sender qbit/process and linked table/id; CC/BCC and multiple parsed mailboxes are unsupported. Existing metadata-only lookup APIs remain unchanged. A replay after active-version or envelope changes can be rejected: reconcile the existing effect rather than automatically retrying with a new key.
+- `CRM_LEGACY` is for migrated templates owned by `crm`, without PHI approval or record bindings. It preserves the five historical CRM substitutions in a single pass, leaves unknown syntax literal, prefers text source over HTML fallback, and supports historical subject/body overrides. It permits the caller's transactional or marketing category while retaining delivery suppression and readiness checks. Native kinds keep their existing policies.
+- Release the public email artifact before pinning the adopting CRM release. CRM/host adoption must explicitly opt in, migrate populated rows and references, and preserve provenance and rollback data during a documented maintenance window. Optional tenant CRM hosts must retain their legacy path until a supported tenant migration exists. Local verification artifacts such as `0.1.0-LOCAL-270` must never become public dependency pins.
+
+## Unreleased: starter defaults, setup card, table help
+
+1. **Add the defaults changelog** after the changesets that create the `email_*` tables (`docs/ddl/email-postgres.sql`) in the host's master changelog:
+
+   ```yaml
+   - include: { file: db/liquibase/qbit-email/email-defaults.changelog.sql }
+   ```
+
+   It is insert-only and guarded: a host that already has any brand gets nothing, a host without the table skips it. The `neutral` brand it adds is not the default brand, so existing mail renders exactly as before.
+2. **Behavior change.** Messages sent from a template whose Owner Qbit is set, with no sender named in the request, now record that qbit as `senderQbit` (it was empty). Nothing else about sending changes.
+3. The help bundle and the Setup card need no configuration. Existing built-in templates created before this release keep an empty Owner Qbit.

checkstyle/config.xml

@@ -0,0 +1,246 @@
+<?xml version="1.0"?>
+<!--
+  ~ QQQ - Low-code Application Framework for Engineers.
+  ~ Copyright (C) 2021-2022.  Kingsrook, LLC
+  ~ 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+  ~ contact@kingsrook.com
+  ~ https://github.com/Kingsrook/
+  ~
+  ~ 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
+  ~
+  ~     https://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.
+  -->
+
+<!DOCTYPE module PUBLIC
+        "-//Puppy Crawl//DTD Check Configuration 1.3//EN"
+        "http://checkstyle.sourceforge.net/dtds/configuration_1_3.dtd">
+<!--
+   See reference at https://checkstyle.sourceforge.io/checks.html
+-->
+<module name = "Checker">
+   <property name="charset" value="UTF-8"/>
+
+   <property name="severity" value="warning"/>
+
+   <property name="fileExtensions" value="java, properties, xml"/>
+   <!-- Checks for whitespace                        -->
+   <!-- See http://checkstyle.sf.net/config_whitespace.html -->
+   <module name="FileTabCharacter">
+      <property name="eachLine" value="true"/>
+   </module>
+
+   <!--
+   <module name="LineLength">
+      <property name="max" value="100"/>
+      <property name="ignorePattern" value="^package.*|^import.*|a href|href|http://|https://|ftp://"/>
+   </module>
+   -->
+
+   <module name="TreeWalker">
+      <module name="SuppressWarningsHolder"/>
+      <module name="OuterTypeFilename"/>
+      <module name="IllegalTokenText">
+         <property name="tokens" value="STRING_LITERAL, CHAR_LITERAL"/>
+         <property name="format" value="\\u00(09|0(a|A)|0(c|C)|0(d|D)|22|27|5(C|c))|\\(0(10|11|12|14|15|42|47)|134)"/>
+         <property name="message" value="Consider using special escape sequence instead of octal value or Unicode escaped value."/>
+      </module>
+      <module name="AvoidEscapedUnicodeCharacters">
+         <property name="allowEscapesForControlCharacters" value="true"/>
+         <property name="allowByTailComment" value="true"/>
+         <property name="allowNonPrintableEscapes" value="true"/>
+      </module>
+      <module name="AvoidStarImport"/>
+      <module name="OneTopLevelClass"/>
+      <module name="NoLineWrap"/>
+      <module name="EmptyBlock">
+         <property name="option" value="TEXT"/>
+         <property name="tokens" value="LITERAL_TRY, LITERAL_FINALLY, LITERAL_IF, LITERAL_ELSE, LITERAL_SWITCH"/>
+      </module>
+      <module name="NeedBraces"/>
+      <module name="LeftCurly">
+         <property name="option" value="nl"/>
+      </module>
+      <module name="RightCurly">
+         <property name="option" value="alone"/>
+      </module>
+      <!--
+      <module name="WhitespaceAround">
+         <property name="allowEmptyConstructors" value="true"/>
+         <property name="allowEmptyMethods" value="true"/>
+         <property name="allowEmptyTypes" value="true"/>
+         <property name="allowEmptyLoops" value="true"/>
+         <message key="ws.notFollowed"
+          value="WhitespaceAround: ''{0}'' is not followed by whitespace. Empty blocks may only be represented as '{}' when not part of a multi-block statement (4.1.3)"/>
+          <message key="ws.notPreceded"
+          value="WhitespaceAround: ''{0}'' is not preceded with whitespace."/>
+      </module>
+      -->
+      <module name="OneStatementPerLine"/>
+      <module name="MultipleVariableDeclarations"/>
+      <module name="ArrayTypeStyle"/>
+      <module name="MissingSwitchDefault"/>
+      <module name="FallThrough"/>
+      <module name="UpperEll"/>
+      <module name="ModifierOrder"/>
+      <module name="EmptyLineSeparator">
+         <property name="allowNoEmptyLineBetweenFields" value="true"/>
+      </module>
+      <module name="SeparatorWrap">
+         <property name="id" value="SeparatorWrapDot"/>
+         <property name="tokens" value="DOT"/>
+         <property name="option" value="nl"/>
+      </module>
+      <module name="SeparatorWrap">
+         <property name="id" value="SeparatorWrapComma"/>
+         <property name="tokens" value="COMMA"/>
+         <property name="option" value="EOL"/>
+      </module>
+      <module name="SeparatorWrap">
+         <!-- ELLIPSIS is EOL until https://github.com/google/styleguide/issues/258 -->
+         <property name="id" value="SeparatorWrapEllipsis"/>
+         <property name="tokens" value="ELLIPSIS"/>
+         <property name="option" value="EOL"/>
+      </module>
+      <module name="SeparatorWrap">
+         <!-- ARRAY_DECLARATOR is EOL until https://github.com/google/styleguide/issues/259 -->
+         <property name="id" value="SeparatorWrapArrayDeclarator"/>
+         <property name="tokens" value="ARRAY_DECLARATOR"/>
+         <property name="option" value="EOL"/>
+      </module>
+      <module name="SeparatorWrap">
+         <property name="id" value="SeparatorWrapMethodRef"/>
+         <property name="tokens" value="METHOD_REF"/>
+         <property name="option" value="nl"/>
+      </module>
+      <module name="PackageName">
+         <property name="format" value="^[a-z]+(\.[a-z][a-z0-9]*)*$"/>
+         <message key="name.invalidPattern"
+          value="Package name ''{0}'' must match pattern ''{1}''."/>
+      </module>
+      <module name="TypeName">
+         <message key="name.invalidPattern"
+          value="Type name ''{0}'' must match pattern ''{1}''."/>
+      </module>
+      <module name="MemberName">
+         <property name="format" value="^[_a-zA-Z]([a-z0-9A-Z][a-zA-Z0-9]*)?$"/>
+         <message key="name.invalidPattern" value="Member name ''{0}'' must match pattern ''{1}''."/>
+      </module>
+      <module name="ParameterName">
+         <property name="format" value="^[a-zA-Z]([a-z0-9A-Z][a-zA-Z0-9]*)?$"/>
+         <message key="name.invalidPattern" value="Parameter name ''{0}'' must match pattern ''{1}''."/>
+      </module>
+      <module name="CatchParameterName">
+         <property name="format" value="^[a-zA-Z]([a-z0-9A-Z][a-zA-Z0-9]*)?$"/>
+         <message key="name.invalidPattern" value="Catch parameter name ''{0}'' must match pattern ''{1}''."/>
+      </module>
+      <module name="LocalVariableName">
+         <property name="tokens" value="VARIABLE_DEF"/>
+         <property name="format" value="^[a-zA-Z]([a-z0-9A-Z][a-zA-Z0-9]*)?$"/>
+         <message key="name.invalidPattern" value="Local variable name ''{0}'' must match pattern ''{1}''."/>
+      </module>
+      <module name="ClassTypeParameterName">
+         <property name="format" value="(^[A-Z][0-9]?)$|([A-Z][_A-Z0-9]*$)"/>
+         <message key="name.invalidPattern" value="Class type name ''{0}'' must match pattern ''{1}''."/>
+      </module>
+      <module name="MethodTypeParameterName">
+         <property name="format" value="(^[A-Z][0-9]?)$|([A-Z][_A-Z0-9]*$)"/>
+         <message key="name.invalidPattern" value="Method type name ''{0}'' must match pattern ''{1}''."/>
+      </module>
+      <module name="InterfaceTypeParameterName">
+         <property name="format" value="(^[A-Z][0-9]?)$|([A-Z][_A-Z0-9]*$)"/>
+         <message key="name.invalidPattern" value="Interface type name ''{0}'' must match pattern ''{1}''."/>
+      </module>
+      <module name="NoFinalizer"/>
+      <module name="GenericWhitespace">
+         <message key="ws.followed" value="GenericWhitespace ''{0}'' is followed by whitespace."/>
+         <message key="ws.preceded" value="GenericWhitespace ''{0}'' is preceded with whitespace."/>
+         <message key="ws.illegalFollow" value="GenericWhitespace ''{0}'' should followed by whitespace."/>
+         <message key="ws.notPreceded" value="GenericWhitespace ''{0}'' is not preceded with whitespace."/>
+      </module>
+      <module name="Indentation">
+         <property name="basicOffset" value="3"/>
+         <property name="braceAdjustment" value="0"/>
+         <property name="caseIndent" value="3"/>
+         <property name="throwsIndent" value="6"/>
+         <property name="lineWrappingIndentation" value="3"/>
+         <property name="arrayInitIndent" value="6"/>
+      </module>
+      <!--
+      <module name="AbbreviationAsWordInName">
+         <property name="ignoreFinal" value="false"/>
+         <property name="allowedAbbreviationLength" value="1"/>
+      </module>
+      <module name="OverloadMethodsDeclarationOrder"/>
+      <module name="VariableDeclarationUsageDistance"/>
+      <module name="CustomImportOrder">
+         <property name="sortImportsInGroupAlphabetically" value="true"/>
+         <property name="separateLineBetweenGroups" value="true"/>
+         <property name="customImportOrderRules" value="STATIC###THIRD_PARTY_PACKAGE"/>
+      </module>
+      -->
+      <module name="CustomImportOrder">
+         <property name="customImportOrderRules" value="SPECIAL_IMPORTS###STANDARD_JAVA_PACKAGE###THIRD_PARTY_PACKAGE###STATIC"/>
+         <property name="specialImportsRegExp" value="^javax\."/>
+         <property name="standardPackageRegExp" value="^java\."/>
+         <property name="sortImportsInGroupAlphabetically" value="true"/>
+         <property name="separateLineBetweenGroups" value="false"/>
+      </module>
+      <module name="MethodParamPad"/>
+      <module name="NoWhitespaceBefore">
+         <property name="tokens" value="COMMA, SEMI, POST_INC, POST_DEC, DOT, ELLIPSIS, METHOD_REF"/>
+         <property name="allowLineBreaks" value="true"/>
+      </module>
+      <module name="ParenPad"/>
+      <module name="OperatorWrap">
+         <property name="option" value="NL"/>
+         <property name="tokens" value="BAND, BOR, BSR, BXOR, DIV, EQUAL, GE, GT, LAND, LE, LITERAL_INSTANCEOF, LOR, LT, MINUS, MOD, NOT_EQUAL, PLUS, QUESTION, SL, SR, STAR, METHOD_REF "/>
+      </module>
+      <module name="AnnotationLocation">
+         <property name="id" value="AnnotationLocationMostCases"/>
+         <property name="tokens" value="CLASS_DEF, INTERFACE_DEF, ENUM_DEF, METHOD_DEF, CTOR_DEF"/>
+      </module>
+      <module name="AnnotationLocation">
+         <property name="id" value="AnnotationLocationVariables"/>
+         <property name="tokens" value="VARIABLE_DEF"/>
+         <property name="allowSamelineMultipleAnnotations" value="true"/>
+      </module>
+      <module name="JavadocMethod">
+         <property name="allowMissingParamTags" value="true"/>
+         <property name="allowMissingReturnTag" value="true"/>
+         <property name="allowedAnnotations" value="Override, Test"/>
+      </module>
+      <module name="MissingJavadocMethod">
+         <property name="scope" value="private"/>
+      </module>
+      <module name="MissingJavadocType">
+         <property name="scope" value="private"/>
+      </module>
+      <module name="MethodName">
+         <property name="format" value="^[a-z][a-zA-Z0-9_]*$"/>
+         <message key="name.invalidPattern"
+          value="Method name ''{0}'' must match pattern ''{1}''."/>
+      </module>
+      <module name="EmptyCatchBlock">
+         <property name="exceptionVariableName" value="expected"/>
+      </module>
+      <module name="CommentsIndentation"/>
+
+      <!-- this would be nice, but requires the the @inheritDoc javadoc tag... -->
+      <module name="MissingOverride"/>
+
+   </module>
+   <module name="Header">
+     <property name="headerFile" value="checkstyle/license.txt"/>
+     <property name="fileExtensions" value="java"/>
+     <property name="ignoreLines" value="3"/>
+   </module>
+   <module name="SuppressWarningsFilter"/>
+</module>

checkstyle/license.txt

@@ -0,0 +1,19 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2025.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * 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
+ *
+ *     https://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.
+ */

docs/00-getting-started.md

@@ -1,28 +0,0 @@
-# Getting Started
-
-Targets Java 21, Maven 3.8 or later, and QQQ 4.0.0. Maven resolves the framework dependencies from Maven Central.
-
-1. Choose **Use this template** on GitHub, then clone the repository you created.
-2. In `pom.xml`, set your own `groupId`, `artifactId`, name, description, and version.
-3. Use your IDE's package refactoring to rename `com.kingsrook.qbits.example` throughout `src/`. Rename the `Example*` classes and update their imports and references with the IDE's rename refactoring.
-4. Update the QBit producer's `GROUP_ID`, `ARTIFACT_ID`, and `VERSION` constants to match your project. Give the metadata names their own stable names before combining the QBit with other examples.
-5. Build the generated project:
-
-```bash
-mvn clean verify
-```
-
-The repository provides example Java sources; customization uses normal package/class refactoring. Keep example coordinates unpublished. After customizing, add tests for your QBit's behavior before setting up its publishing workflow.
-
-## Register with a host application
-
-The following uses the original example names; substitute the names chosen above:
-
-```java
-new ExampleExtensionQBitProducer()
-   .withConfig(new ExampleExtensionQBitConfig()
-      .withTargetTableName("order"))
-   .produce(qInstance, "my-extension");
-```
-
-Register the target table before producing the extension, then implement its customizer. See [Extension Patterns](01-extension-patterns.md).

docs/01-extension-patterns.md

@@ -1,16 +0,0 @@
-# Extension Patterns
-
-[ExampleExtensionQBitProducer](../src/main/java/com/kingsrook/qbits/example/ExampleExtensionQBitProducer.java) registers the QBit identity and calls `applyTableCustomizations` for the configured target. That method is the extension point: look up the table, validate that it exists, and call your customized [ExampleTableCustomizer](../src/main/java/com/kingsrook/qbits/example/customizers/ExampleTableCustomizer.java).
-
-```java
-QTableMetaData table = qInstance.getTable(tableName);
-if(table == null)
-{
-   throw new QException("Target table not found: " + tableName);
-}
-new ExampleTableCustomizer().customize(table);
-```
-
-When implementing this method, add `throws QException` to its declaration. Run the config's `validate(QInstance, List<String>)` before registering metadata, and report validation errors rather than silently ignoring a missing target. The uncustomized template contains placeholders for this behavior.
-
-For record hooks, use QQQ's existing table customizer interfaces or `AbstractPreInsertCustomizer`. Its `apply(List<QRecord>)` method returns the records for the next stage; register the customizer through the table's `TableCustomizers.PRE_INSERT_RECORD` role. Check the actual QQQ interface before adding another hook. Add tests proving that the intended table changes and invalid configurations are handled.

docs/DESIGN.md

@@ -0,0 +1,581 @@
+# qbit-email design
+
+**Status:** phases (a), (b) and (c) implemented, except Preferences (8.3), deferred until core #1162 ships in an RC. Phase (d) consumer migrations and phase (e) inbound remain specification.
+**Brief:** owner decisions of 2026-10-13 (providers, outbound first, both template kinds).
+**Owner decisions (2026-10-12): all recommendations accepted.** Every "Recommended" choice and
+every decision below stands; it is adjusted once it can be seen working.
+
+One email service for a whole QQQ system. Every qbit and app that sends mail queues it through
+this qbit's outbox and gets the same providers, templates, branding, tracking, suppression,
+unsubscribe and PHI rules.
+
+| # | Decision |
+|---|---|
+| D1 | Build on core's messaging SPI (`MessagingProviderInterface`, `SendMessageAction`). The qbit registers one provider type, `QBIT_EMAIL`, that writes to the outbox, so existing `SendMessageAction` callers move by pointing their `messagingProviderName` at it (section 2.4). Core's built-in `EMAIL` and `SES` types are not overridden. |
+| D2 | Delivery transports live in the qbit (section 3): core's SMTP provider has no auth, STARTTLS or timeouts, and its SES provider uses AWS SDK v1 with static keys in metadata. No core PR is required; the transports can move to core later without changing the tables. |
+| D3 | Providers are data rows (`email_provider`). Credentials are environment-variable NAMES, never values (the qbit-assistant rule). |
+| D4 | Every send goes through the outbox (`email_message`); nothing sends inline. Async, at least once, retries with backoff, dead letters, idempotency keys. |
+| D5 | Two template kinds: Markdown with `{{variables}}` inside the branded responsive layout (the default), and raw MJML or HTML (marketing). Templates are versioned. |
+| D6 | Tracking events (SES via SNS, Postmark, SendGrid, Mailgun) arrive at `/qqq/hooks/email/...` (not the UI API), are signature-verified, and land in a durable inbox before processing. |
+| D7 | Hard bounces and complaints suppress the address. One-click unsubscribe (RFC 8058) records a suppression for the message's category, and users see it as a Preferences section (core #1162). |
+| D8 | PHI-safe by default: PII/PHI-classified variables are refused unless the template is `phi_approved`. The recommended PHI pattern is a "secure message" (a sign-in link, no PHI in the body). |
+| D9 | Gmail: SMTP with an app password in phase (b), as a preset of the SMTP transport. The Gmail API with OAuth is specified (section 3.6) and built only on request. |
+| D10 | MJML is compiled when a version is activated, by a pluggable compiler (default: the `mjml` CLI when configured, through stdin and stdout). Sends never need the compiler; HTML templates need nothing. |
+| D11 | Owner rule (2026-10-13): no files or filesystem, only the database and S3. Attachments, rendered bodies and (phase e) inbound mail live in the database or in object storage (qbit-object-storage), never on local disk; the services are stateless, so any replica can send, receive a webhook or render a preview. |
+
+## 1. Flow
+
+```
+ EmailService.send(EmailRequest)     ─┐
+ email_send_templated (process)      ─┤
+ SendMessageAction (type QBIT_EMAIL) ─┼─► EmailOutbox.enqueue ─► email_message (QUEUED; rendered, redacted)
+ record action "Send Test Email"     ─┘     idempotency key unique; suppression and PHI checks first
+                                                     │
+                   scheduler (every 15 s) ─► EmailDispatcher.runOnce
+                      claim attempt n (unique insert into email_message_attempt)
+                      ─► provider rate limit ─► EmailTransport.send (SMTP | SES | Postmark | SendGrid | Mailgun | Gmail)
+                      ─► SENT (provider message id) │ RETRY_WAIT (backoff) │ DEAD_LETTER
+                                                     │
+ provider webhook ─► /qqq/hooks/email/{kind}/{providerName} ─► verify ─► email_webhook_inbox (durable)
+                      ─► inbox processor ─► email_event (DELIVERED, BOUNCED, COMPLAINED, OPENED, CLICKED, ...)
+                      ─► message status ─► email_suppression (hard bounce, complaint)
+ List-Unsubscribe one-click POST ─► /qqq/hooks/email/unsubscribe/{token} ─► email_suppression (category)
+```
+
+## 2. Sending API
+
+### 2.1 `EmailService` (internal Java enqueue service)
+
+```java
+EmailSendResult result = EmailService.send(new EmailRequest()
+   .withTemplateName("alerts_notification")        // or withSubject + withMarkdownBody / withHtmlBody for ad-hoc mail
+   .withTo("pat@example.com")                      // withCc, withBcc, withReplyTo; "addr" or "Name <addr>"
+   .withVariable("count", 3)                       // plain values, checked against the template's schema
+   .withRecordVariable("order", "order", 1234)     // a record, read as the sender; classification known
+   .withCategory(EmailCategory.NOTIFICATION)       // default: the template's
+   .withProviderName("pmg")                        // optional; else the default provider
+   .withFromAddressId(4)                           // optional enabled email_provider_sender_address row of that provider
+   .withBrandName("kof22")                         // optional; else the template's, else the default brand
+   .withIdempotencyKey("alerts:notif:991")         // optional; a repeat returns the existing message
+   .withLinkedRecord("alerts_alert", 991)          // shown as a link on the message record
+   .withSender("qbit-alerts", "alerts_notify")     // sender qbit and process
+   .withSendAfter(instant));                       // optional deferral
+// EmailSendResult { messageId, status (QUEUED | DUPLICATE | SUPPRESSED | REFUSED), reasons }
+```
+
+- Runs inside the caller's transaction when the backends match (the row commits with the caller's
+  write), else after commit, as qbit-webhooks does.
+- Validation is synchronous: unknown template, missing required variables, bad addresses, a
+  PII/PHI variable on a template that is not `phi_approved` (section 7), and a disabled or missing
+  provider all return `REFUSED` with plain reasons, and nothing is queued.
+- All recipients suppressed for the category: `SUPPRESSED`; the message is stored with that status
+  (visible in the outbox) and not sent. Partly suppressed: those addresses are dropped and listed
+  on the message.
+
+### 2.2 Process `email_send_templated`
+The same request as a backend process (template, to, cc, bcc, variables JSON, linked table and
+id, idempotency key, provider by `providerId` or `providerName`, `fromAddressId` filtered by the
+chosen `providerId`, brand) for scripts, the API and other qbits. Not in the nav;
+callable through the API and `/qqq/v1/processes`.
+
+### 2.3 Permissions
+`email.view` (read every `email_` table), `email.send` (send through the API or the process;
+system callers use the authorized scope), `email.manage` (templates, brands, suppressions, resend,
+cancel), `email.admin` (providers, test send, PHI approval, removing complaint suppressions). A
+template may set `edit_permission_name` to restrict who edits it (e.g. marketing templates to
+`marketing.manage`).
+
+### 2.4 Core messaging bridge
+- `EmailOutboxMessagingProviderMetaData` (type `QBIT_EMAIL`, a `QMessagingProviderMetaData`)
+  registers `EmailOutboxMessagingProvider` with `QMessagingProviderDispatcher`. The producer adds
+  one instance named `qbitEmail` (configurable).
+- `sendMessage(SendMessageInput)` maps the parties (`EmailPartyRole` TO/CC/BCC/FROM), subject and
+  contents (`EmailContentRole` TEXT/HTML) to an ad-hoc `EmailRequest` (no template, category
+  TRANSACTIONAL unless configured) and enqueues it. It throws on `REFUSED`, so callers still see
+  failures; delivery is then asynchronous.
+- Attachments are stored through qbit-object-storage when it is installed, else refused with a
+  plain message (no blobs in the outbox, nothing on local disk: D11).
+- Callers (qbit-alerts `EmailChannel` and `NotificationEmailer`, qbit-marketing
+  `QqqMessagingEmailTransport`) can switch by configuration at once, then move to `EmailApi`
+  in phase (d) for templates, categories, idempotency and linked records.
+
+### 2.5 Public API
+
+`com.kingsrook.qbits.email.api.EmailApi` is the sole public qbit-email surface for consuming qbits.
+Changes within a `0.x` minor release line are additive only. Public/protected
+signatures contain only JDK, QQQ core or API-package types; internal packages are
+not API and may change. A reflection test discovers every compiled API class and
+checks signatures, including generic arguments, bounds and nested types.
+
+- `EmailApi.send(EmailApiRequest)` maps to the existing outbox service, preserving
+  permissions, schema/PHI validation, suppression and one-recipient rules. Requests
+  cover recipients/sender selection, body alternatives, template variables and record
+  provenance, category/provider/brand/locale, idempotency, linked records, producer
+  identity, scheduling and caller transactions (`withTransaction(transaction, backendName)`).
+  Results expose message id, enqueue status and reasons.
+- `sendOnce(EmailApiRequest, effectKey)` provides durable handoff through the existing
+  internal effects implementation. The key becomes the request's idempotency key;
+  null requests, missing/blank/over-500-character keys, mismatches and caller transactions
+  are refused. `EmailApiEffectResult` carries `EmailApiEffectOutcome.QUEUED_OR_DUPLICATE`
+  or `REFUSED` and nullable `EmailApiMessage`. Success means committed outbox storage,
+  and replays retain the row and RFC Message-ID. Suppressed audit rows remain refused
+  on replay and return metadata; refusals without a row return null. Operational
+  failures throw `QException`. The deprecated `EmailEffects`, `EmailEffectOutcome` and
+  `EmailMessageRef` remain internal; consumers use this API. See [durable jobs](DURABLE-JOBS.md).
+- `ensureTemplate(EmailApiTemplate)` delegates create-once template registration;
+  `EmailApiVariable` carries the variable contract. Existing content is never
+  overwritten, and the API does not confer PHI approval.
+- `getMessage`, exact `getMessageByIdempotencyKey`/`getMessageByRfcMessageId` and
+  bounded, literal `findMessagesByIdempotencyKeyPrefix` perform
+  system reads of an explicit metadata projection: id/status/category, idempotency
+  key, RFC Message-ID and provider id, template name, linked record and create/sent/delivered dates.
+  Exact-key lookups return empty for null/blank/missing values. RFC lookup requires
+  the exact bracketed header stored at enqueue time, distinct from provider response ids.
+  No recipients, subjects, bodies or snapshots are fetched or returned by lookups.
+  Callers own authorization before presenting metadata to users.
+- `isInstalled`, `defaultProviderName`, `listSenderAddresses` and `readiness` replace
+  consumer access to runtime/configuration/tables. Readiness checks an enabled
+  default provider; MARKETING also needs a valid publicBaseUrl, available unsubscribe
+  key and default brand postal address. The PHI overload checks body key availability
+  and provider PHI/tracking policy. Reasons never contain resolved secret values.
+  PHI is a template state, so it is an explicit option rather than a fifth category.
+- Database operations use the current `QContext`; an installed instance argument
+  must match that context. Database errors remain core `QException`. Readiness does
+  not validate an individual request or guarantee delivery.
+
+For simple subject/body sends, consumers need no qbit-email dependency: use core
+`SendMessageAction` with `messagingProviderName = "qbitEmail"` (or the host's
+configured bridge name). Use the API package for templates, idempotency, links and
+lookups. Both routes enqueue; neither sends inline.
+
+## 3. Providers and transports
+
+### 3.1 `email_provider`
+| Field | Notes |
+|---|---|
+| name, label | unique name, used by `withProviderName` |
+| kind | SMTP, SES, POSTMARK, SENDGRID, MAILGUN, GMAIL_SMTP, GMAIL_API |
+| enabled, is_default | exactly one enabled default (validated) |
+| from_address, from_name, reply_to | defaults for messages |
+| sending_domain | the domain the provider is verified for; other from domains are refused |
+| host, port, security | SMTP: NONE, STARTTLS, TLS; timeouts fixed (10 s connect, 15 s read and write) |
+| region | SES region; Mailgun region (US or EU) |
+| username_env_name, secret_env_name | env-var NAMES only (`^[A-Z_][A-Z0-9_]{0,99}$`, and in the config allowlist) |
+| webhook_secret_env_name | env-var NAME for webhook verification (Mailgun signing key, SendGrid public key, Postmark basic-auth password) |
+| sns_topic_arn, configuration_set, message_stream | SES events topic and configuration set; Postmark message stream |
+| max_per_minute, max_per_day | counted from `email_message_attempt` in the database, so they hold across replicas |
+| track_opens, track_clicks | off by default; refused for `phi_approved` templates |
+| phi_allowed | admin attestation that the provider may carry PHI (BAA in place, or an internal relay) |
+| health_status, last_success_date, last_failure_date, last_failure_message | kept by the dispatcher |
+
+Secrets resolve through `EmailQBitConfig.secretResolver` (default `System::getenv`) at send time.
+They are never stored, logged, audited, put in process output or returned. The record screen shows
+whether each named variable is set (yes or no), never the value.
+
+**Record action "Send Test Email"** (`email.admin`): queues a fixed test message to a given
+address through that provider and reports the outcome on the standard result screen. An optional
+`fromAddressId` picker lists only that provider's sender addresses.
+
+**Sender addresses** (`email_provider_sender_address`, a child list on the provider, `email.admin`):
+provider_id, address (validated, lowercase), display_name, is_default (at most one enabled default
+per provider), enabled, note; unique (provider_id, address); the domain must equal `sending_domain`
+when that is set. The provider's `from_address` / `from_name` remain the fallback; an enabled default
+row wins when present. A chosen id, or an explicit from text once the provider has rows, must match an
+enabled row of the resolved provider or the send is `REFUSED` ("That from address is not set up for
+provider <name>"). The row used is kept as `email_message.from_address_id`.
+
+### 3.2 `EmailTransport` SPI (in the qbit)
+```java
+public interface EmailTransport
+{
+   EmailTransportResult send(EmailEnvelope envelope, EmailProviderSettings settings) throws EmailTransportException;
+}
+```
+`EmailEnvelope` holds the rendered MIME parts: from, to, cc, bcc, reply-to, subject, HTML, text,
+and headers (`List-Unsubscribe`, `Auto-Submitted`, `X-QQQ-Email-Id`). The result is the
+provider's message id. The exception says whether the failure is **permanent** (rejected address,
+sender refused, 4xx validation) or **transient** (connection, 5xx, throttling with an optional
+retry-after).
+
+### 3.3 SMTP (phase a)
+`jakarta.mail` (already in core): auth when a username env name is set, STARTTLS or implicit TLS,
+connect/read/write timeouts (the kof22 `Mailer` lesson: a stuck relay must not pin a thread).
+Covers PMG (`smtp.galaxy.lan:26`, no auth), any relay, and Gmail SMTP.
+
+### 3.4 SES (phase a)
+AWS SDK v2 `sesv2` `SendEmail` with raw content, so our MIME and headers are kept. Credentials:
+the default AWS chain when no env names are set (IRSA, instance role, `AWS_*`), else the named
+access-key and secret env vars. The configuration set routes events to SNS (section 6).
+
+### 3.5 Postmark, SendGrid, Mailgun (phase b)
+HTTP JSON APIs through `java.net.http`, no vendor SDKs: Postmark `POST /email` (server-token
+header, message stream), SendGrid `POST /v3/mail/send` (bearer key; `X-Message-Id`), Mailgun
+`POST /v3/{domain}/messages.mime` (basic auth `api:key`, US or EU base). 429 and 5xx are
+transient; other 4xx are permanent.
+
+### 3.6 Gmail
+- **Phase (b): `GMAIL_SMTP`**, a preset of SMTP (`smtp.gmail.com:587`, STARTTLS) with the account
+  as username and an app password env var. `docs/PROVIDERS.md` documents it: it needs 2-step
+  verification and an app password; Google's daily limits (about 500 for a personal account, 2000
+  for Workspace) go in `max_per_day`.
+- **`GMAIL_API` (specified, built on request):** OAuth client id, secret and refresh token (env
+  names), `users.messages.send` with the raw MIME. It needs a Google Cloud project and consent
+  screen and gives system mail nothing the app password does not, so it is deferred.
+
+## 4. Outbox and delivery
+
+### 4.1 `email_message`
+| Field | Notes |
+|---|---|
+| status | QUEUED, SENDING, SENT, DELIVERED, RETRY_WAIT, DEAD_LETTER, BOUNCED, COMPLAINED, SUPPRESSED, CANCELLED |
+| to_addresses, cc_addresses, bcc_addresses, from_address, reply_to | addresses are PII; the table is classified PII (section 7) |
+| subject | rendered; encrypted for `phi_approved` templates (section 7.3) |
+| template_id, template_version_id, brand_id, category, locale | |
+| variables_snapshot | JSON, redacted per section 7.3 |
+| html_body, text_body | rendered at queue time so retries send the same bytes; encrypted for `phi_approved`; cleared after `bodyRetentionDays` (default 30) once final, keeping `body_sha256` |
+| idempotency_key | unique when present |
+| rfc_message_id | STRING(500), unique; stored once at enqueue and reused on every attempt; see [durable job effects](DURABLE-JOBS.md) |
+| provider_id, provider_message_id | |
+| attempt_count, next_attempt_date, lease_expires_date, last_error, sent_date, delivered_date, dead_letter_date | |
+| linked_table_name, linked_record_id | rendered as a link on the record screen |
+| sender_qbit, sender_process | |
+| suppressed_addresses | addresses dropped at queue time |
+
+Sub-tables, shown as relations on the message: `email_message_attempt` (message_id and
+attempt_number unique as a pair, outcome, provider_id, claimed_by, start and end dates, duration,
+error) and `email_event` (section 6).
+
+### 4.2 Semantics (as qbit-webhooks, proven across replicas)
+- **Claim:** to send attempt *n* a runner inserts (`message_id`, *n*) into
+  `email_message_attempt`; the pair is unique, so exactly one runner sends.
+- **Lease:** the winner marks the message SENDING with a 120 s lease; an expired lease is retried
+  as attempt *n+1*.
+- **At least once:** a runner that dies after the provider accepted, but before recording it,
+  causes at most one repeat. None of the providers offers a send-idempotency key, so the spec says
+  so plainly.
+- **Outcomes:** success → SENT. Transient → RETRY_WAIT after `retryMinutes` (1, 5, 15, 60, 240,
+  720; retry-after honoured, capped at 1 h). Permanent → DEAD_LETTER at once. After `maxAttempts`
+  (6) → DEAD_LETTER.
+- **Rate limits** per provider per minute and per day, from the database. Over a limit the message
+  waits; that is not an attempt.
+- **Provider health:** HEALTHY → UNHEALTHY after 10 consecutive transient failures; while
+  unhealthy one message is tried every 5 minutes; a success → HEALTHY. Alerts (optional, section
+  9): `email.provider.unhealthy` (ERROR, resolved on recovery) and `email.message.dead_letter`
+  (WARNING, deduplicated per provider per hour).
+- **Record actions:** Resend (dead letters and bounces: a new linked message with the same
+  content), Cancel (queued or waiting), Send Now (waiting). Standard streamed-ETL Review and Result
+  screens.
+- **Retention:** a daily job clears bodies after `bodyRetentionDays` and deletes final messages
+  older than `messageRetentionDays` (0 = keep forever; kof22 keeps). NOTIFICATION and MARKETING
+  messages are never deleted, because their unsubscribe links resolve through the message row
+  (8.2); at `messageRetentionDays` retention only clears their bodies and variable snapshot.
+
+## 5. Templates and branding
+
+### 5.1 Tables
+- `email_template`: name (unique, snake_case), label, category (TRANSACTIONAL, NOTIFICATION,
+  MARKETING, SECURITY), kind (MARKDOWN, MJML, HTML), brand_id, active_version_id, phi_approved,
+  phi_approved_by, phi_approved_date, edit_permission_name, owner_qbit, description.
+- `email_template_version` (child list on the template): template_id, version_number, status
+  (DRAFT, ACTIVE, RETIRED), locale (default `en`), subject, preheader, body_source, text_source
+  (optional), compiled_html (MJML), variables_schema (JSON), sample_variables (JSON), created_by,
+  activated_date.
+- `email_brand`: name, label, logo_url, logo_dark_url, logo_alt, primary_color, text_color,
+  background_color, dark_background_color, dark_text_color, button_text_color, footer_markdown,
+  postal_address (shown on marketing mail, for CAN-SPAM), social_links (JSON list of label and
+  url), site_url, is_default, app_name (optional: the brand for that app's sends).
+
+An ACTIVE version cannot be edited. **Record action "New Version"** copies it to a DRAFT;
+**"Activate Version"** validates it (schema, a render with the samples, the PHI check, MJML
+compile, brand contrast) and makes it active, retiring the previous one. A message always records
+the exact version it used.
+
+### 5.2 Rendering
+- **Variables:** `{{name}}` and dotted paths (`{{order.number}}`), always HTML-escaped;
+  `{{#if name}}…{{/if}}` and `{{#each items}}…{{/each}}`; `{{name|fallback text}}`. No unescaped
+  output and no helpers that run code. Unknown variables fail activation, not sends.
+- **Schema:** each variable has name, label, type (STRING, NUMBER, DATE, DATE_TIME, BOOLEAN, URL,
+  LIST, RECORD), required, an optional classification, and an optional bound `table` and `field`
+  (the classification then comes from the field, section 7).
+- **Markdown** (commonmark-java with GFM tables and autolinks; raw HTML in Markdown disabled)
+  renders into the branded layout: a fixed, tested, table-based responsive shell (600 px max,
+  single column, inline styles plus one `<style>` block for media queries) with the logo, a hidden
+  preheader, the body, a button style for links written `[Label](url){.button}`, and the footer
+  (brand footer, postal address for MARKETING, the unsubscribe link when it applies).
+- **Dark mode:** the layout declares `color-scheme: light dark` and `supported-color-schemes`,
+  switches to the brand's dark colours under `@media (prefers-color-scheme: dark)` (and the
+  `[data-ogsc]` hooks Outlook uses), uses the dark logo when set, never puts text over a
+  background image, and keeps text and button contrast at WCAG AA in both schemes. Activation
+  checks the brand colours and refuses a brand that fails, quoting the ratio.
+- **MJML:** compiled at activation by `MjmlCompilerInterface` (default `CliMjmlCompiler`, which
+  runs the configured `mjml` binary with a timeout). With no compiler configured, MJML versions
+  cannot be activated, and say so. The compiled HTML is stored on the version.
+- **HTML:** used as given; variables are still substituted and escaped. The qbit adds the
+  unsubscribe footer and headers for MARKETING and NOTIFICATION.
+- **Plain text** is generated from the rendered HTML (links as `text (url)`, headings and lists
+  kept) unless the version has its own text.
+- **i18n-ready:** versions carry a locale; `EmailRequest.withLocale` picks that locale's active
+  version, else the default locale's. One locale (`en`) ships.
+
+### 5.3 Preview
+
+**Part 2 status:** standard record widget implemented. Next's sanitizer removes
+iframes and style blocks, so it uses sanitized inline light (390px maximum) and dark
+(600px maximum) samples, with wrapping plain text. Draft MJML previews compile in memory
+with the configured compiler; stored versions are unchanged. TODO: endpoint arrives with RC.6.
+
+Each version record shows a **Preview** widget: the rendered email with the sample variables in a
+sandboxed iframe (`srcdoc`, scripts disabled), Light/Dark and 390/600 px toggles, and the plain
+text. It is served through the UI API (section 10): `POST /qqq/v1/qbit/email/preview` (a version
+id, or unsaved source, plus variables) returns subject, html, text and warnings.
+
+### 5.4 Part 2 implementation choices
+- Approval records `approved_version_id` on the template. An approved DRAFT freezes;
+  approve a new sensitive version before activation. Activating a different,
+  unapproved version clears approval. Approval is specific to one locale version.
+- `EmailBuiltIns.ensure()` seeds `email_secure_message` on its first send, using the
+  database unique name and a transaction, with no static bootstrap cache.
+- `dark_primary_color` and `dark_button_text_color` optionally override their light
+  counterparts; both button pairs are contrast-checked. Brand colors use #RRGGBB.
+- `EmailTemplatedMessageInput` extends core SendMessageInput for schema variables and
+  record references. Ordinary core input remains compatible ad-hoc content.
+- RC.5 QueryAction masks passwords but does not apply ordinary FieldSecurityLock;
+  record-variable loading additionally applies that lock to sender session keys.
+- The real outbox id is bound during the enqueue transaction, before commit. Failed
+  validation persists no message. Resends preserve encrypted content and its original
+  token snapshot, linking to the original message for the token binding.
+- The home follows the newer Alerts pattern: standard QQQ chart widgets plus inline,
+  theme-neutral cards. All queries/counts use the viewer's session. Bounce/complaint
+  dates are populated by phase-(c) events; home totals count those recipient events.
+- Part 2 signs opt-out links and prepares headers; phase (c) now serves the receiver. Without its key/base URL, notification omits opt-out links and
+  headers, while marketing refuses as specified in 8.2. Do not use opt-out delivery
+  without a receiving handler. The token's address hash binds the single recipient mailbox.
+
+## 6. Delivery tracking
+
+### 6.1 Inbound route
+`EmailWebhookRouteProvider` (a `QJavalinRouteProviderInterface`, registered idempotently as in
+qbit-easypost-tracking) serves `POST /qqq/hooks/email/{kind}/{providerName}`: size cap (413), find
+the enabled provider of that kind (404), verify (401 on failure, 503 when its secret is not set),
+dedup-insert the raw payload into `email_webhook_inbox` (provider_id and external_event_id unique,
+status PENDING, attempts, payload_json, payload_sha256, received_date) and answer 200. A scheduled
+process drains the inbox into `email_event`.
+
+| Kind | Verification |
+|---|---|
+| SES (SNS) | SNS message signature (SignatureVersion 1 and 2) with the certificate from `SigningCertURL`, which must be `https://sns.<region>.amazonaws.com/...pem`; the topic ARN must be the provider's. `SubscriptionConfirmation` is confirmed by fetching `SubscribeURL` (same host rule). |
+| Postmark | HTTP basic auth on the webhook URL (Postmark does not sign); password from the webhook secret env name, compared in constant time. |
+| SendGrid | Signed Event Webhook: ECDSA P-256 over timestamp + body with the public key from the env name; timestamp within 5 minutes. |
+| Mailgun | HMAC-SHA256 of timestamp + token with the signing key; timestamp within 5 minutes; a token seen before is refused. |
+
+### 6.2 `email_event`
+message_id (matched by provider message id or our header), provider_id, event_type (DELIVERED,
+DEFERRED, BOUNCED, COMPLAINED, OPENED, CLICKED, UNSUBSCRIBED, REJECTED), bounce_type (HARD, SOFT,
+UNDETERMINED), recipient, occurred_date, detail (the provider's reason, truncated; never body
+content), url (clicks only). Opens and clicks are stored only when the provider row enables them.
+
+### 6.3 Phase (c) implementation
+- Inbox states: PENDING, PROCESSED, FAILED, IGNORED. Retry after configured backoff,
+  FAILED after six attempts, and a standard Reprocess action resets FAILED to PENDING.
+- Events in one payload are applied independently. Only unmatched events (or events whose
+  message is still SENDING) defer the row; on the sixth attempt they are skipped and the row is
+  PROCESSED with the note "N events did not match a message". Suppression applies only to a
+  recipient in the matched message's to, cc or bcc; an SES bounce or complaint without its
+  recipient list is skipped, never widened to all destinations. SNS notifications must carry a
+  Timestamp no older than 1 hour and no more than 5 minutes ahead, and certificate fetch
+  failures are cached for 5 minutes per URL.
+- A short DB transaction locks the common provider gate then the actual provider;
+  it rechecks the observed inbox attempt and commits all changes together. No worker
+  filesystem, extra claim table, in-process scheduler or network operation is needed
+  during processing. A crash rolls back the transaction and releases the claim.
+- `email_event.event_key` provides unique recipient/event deduplication across
+  overlapping batches, alongside inbox uniqueness on provider/event and provider/nonce.
+- Message correlation always stays within the authenticated provider. Unknown message
+  ids retry (including callbacks before SENT); unsupported event kinds are ignored.
+- Opens/clicks require current provider flags and are also dropped for PHI-approved
+  messages. Event details mask addresses before truncation to 500 characters.
+- The unsubscribe signer binds one mailbox. A valid POST suppresses only that address
+  for MARKETING/NOTIFICATION; the page never displays addresses. Legacy links remain
+  valid only for messages with one To recipient and no Cc/Bcc.
+- PostgreSQL and H2 definitions, crypto fixtures and real random-port Javalin tests
+  are included. Certificate caching is memory-only. Setup is in `PROVIDERS.md`.
+
+## 7. PHI and PII
+
+### 7.1 Classification
+Variables bound to a field (schema `table` + `field`, or `withRecordVariable`) take that field's
+classification from core `AiDataClassifications.ofField` (`DataClassification` PUBLIC,
+CONFIDENTIAL, PII, PHI; core #1142, first in 4.1.0-RC.6). Until RC.6 the qbit uses a stand-in,
+`EmailClassifications` (reflective lookup of the core class, else config-declared
+classifications), marked for replacement. Unbound variables may be declared PII or PHI in the
+schema.
+
+### 7.2 Refusal
+- Activation and sending refuse a template whose variables include PII or PHI unless it is
+  `phi_approved`. Only `email.admin` sets that, through the record action "Approve For PHI", which
+  records who and when; a new version needs approval again.
+- A `phi_approved` template may not use open or click tracking, may not be MARKETING, and must go
+  through a provider marked `phi_allowed`.
+- **The default PHI pattern** is the built-in template `email_secure_message`: "You have a new
+  secure message from {{brand.label}}. Sign in to read it." with a button to the link the caller
+  passes. No PHI in the body, so it needs no approval. Consumers that hold PHI use it.
+
+### 7.3 Redaction and storage
+Following core `docs/SECURED-DATA.md` (section 15, QRun-IO/qqq#1161):
+- `variables_snapshot`: PII/PHI values become tokens in the format of core
+  `ClassifiedValueTokens` (package `...core.actions.permissions.fieldaccess`, SECURED-DATA §14.5):
+  `hmac:v1:<keyId>:<b64url(HMAC-SHA256(key, m))>`, with `m` joined by `` and the canonical
+  value last, and the instance key from `QQQ_AUDIT_HMAC_KEY` (base64).
+  - **Record-bound variables** use the record binding, `m = table␟field␟pk␟canonical(value)`
+    (`forRecordField`), so the token matches the audit's and a field under a wipe rule gets
+    `shred:v1` with the same per-record-field key: a wipe also shreds the outbox snapshot.
+  - **Other values** use a domain-prefixed binding,
+    `m = "email"␟template␟variable␟messageId␟canonical(value)` (`forContext`), so they never
+    collide with a record binding. They get `hmac:v1` only; a low-entropy value (booleans, values
+    with under 4 distinct characters) gets `changed:v1`, because there is no record key to shred.
+  - No key configured: `changed:v1`.
+  - Until core ships the helper, the qbit carries `EmailValueTokens`, marked
+    `STAND-IN(core=#1161-impl, removeBy=RC.7)`, with the same names and output.
+- The subject and bodies of `phi_approved` messages are stored AES-256-GCM encrypted with a key
+  from `QQQ_EMAIL_BODY_KEY` (no key: `phi_approved` sends are refused) and cleared after
+  `bodyRetentionDays` once final.
+- Logs carry the message id and status only, never addresses, subjects or bodies.
+- Record variables are read as the sending user, through core masking, so a value the sender may
+  not see arrives masked.
+- **Canary-PHI egress test:** plants `CANARY-PHI-<random>` in a PHI field, sends through every
+  path (EmailService, the process, the core bridge, retry, dead letter, webhook events, an export
+  of `email_message`, the home widget, captured logs) and fails on any substring of the canary
+  longer than 4 characters outside the encrypted columns. It follows the core procedure so it can
+  join the shared canary suite when that exists.
+
+## 8. Suppression and unsubscribe
+
+### 8.1 `email_suppression`
+address (lowercased), scope (ALL or a category), reason (HARD_BOUNCE, COMPLAINT, UNSUBSCRIBE,
+MANUAL), source_message_id, source_event_id, note, created_date, expires_date (optional). Unique on
+(address, scope). `email.manage` adds and removes rows; removing a COMPLAINT needs `email.admin`.
+- Hard bounce → ALL. Complaint → ALL. Unsubscribe → the message's category.
+- TRANSACTIONAL and SECURITY mail ignores UNSUBSCRIBE rows (they cannot be opted out of) but
+  respects HARD_BOUNCE and COMPLAINT.
+
+### 8.2 One-click unsubscribe (RFC 8058, RFC 2369)
+- NOTIFICATION or MARKETING messages carrying an unsubscribe link/header must have exactly one To recipient and no Cc/Bcc; send one message per recipient.
+- MARKETING and NOTIFICATION messages carry
+  `List-Unsubscribe: <https://{publicBaseUrl}/qqq/hooks/email/unsubscribe/{token}>` and
+  `List-Unsubscribe-Post: List-Unsubscribe=One-Click`, and the footer links to the same URL.
+- The token is `v1.<b64url(payload)>.<b64url(HMAC-SHA256)>` over the message id, an address hash
+  and the category, keyed by `QQQ_EMAIL_UNSUBSCRIBE_KEY`. With no key there is no header and
+  MARKETING sends are refused. Tokens do not expire (RFC 8058 expects the link to keep working).
+- `POST` with `List-Unsubscribe=One-Click` records the suppression and returns 200. `GET` returns a
+  minimal page with one "Unsubscribe" button that POSTs, because mail scanners prefetch GETs; then
+  "You are unsubscribed from {category}". A Preferences link awaits core #1162.
+- An `UNSUBSCRIBED` event is recorded on the message.
+
+### 8.3 Preferences (core #1162)
+**Deferred: core #1162 is not in an RC.** The planned qbit registers a Preferences section `email` ("Email") whose provider
+(`EmailPreferenceProvider implements UserPreferenceProviderInterface`) maps the signed-in user's
+address (`UserPreferenceRequestContext.getUserEmailAddress()`, never an address from the request)
+to `email_suppression` rows: one toggle per opt-out-able category (NOTIFICATION,
+MARKETING) and read-only rows saying that account and security mail is always sent. Qbits with
+finer settings keep their own sections: qbit-alerts' "Notifications" decides which alerts are
+emailed; this section decides whether NOTIFICATION mail reaches the address at all. It is built
+once #1162 is in an RC; one-click unsubscribe does not depend on it. With no address on the
+account, the rows are read-only ("No email address on your account") and writes are refused. The
+section's description explains the split with qbit-alerts' Notifications section.
+
+## 9. Integrations
+- **Alerts (core `QAlerts`, #1108):** called reflectively when present (section 4.2).
+- **ESB and Quick Search:** `email_message`, `email_template` and `email_suppression` publish table
+  events and are searchable (`EmailIntegrations`); bodies and snapshots are excluded.
+- **API:** the same tables, permissions and customizers as the admin (QQQ API middleware).
+- **Object storage (#1089):** attachments (section 2.4) and, in phase (e), inbound attachments.
+
+## 10. App and UI
+- App **Email**, with one home dashboard (one HTML widget, real data only, inline styles, no inner
+  or horizontal scroll, stacked cards under 640 px, light and dark):
+  - sent, delivered, dead letters, bounced and complained in the last 24 h and 7 days;
+  - sends per hour for 24 h (sent and failed);
+  - suppression growth (new rows per day for 30 days, by reason);
+  - provider health (status, last success, last failure reason, rate-limit headroom);
+  - recent messages (newest 20: when, recipient masked as `p***@example.com`, subject unless
+    `phi_approved`, status), each linking to its record.
+- Nav: Messages, Templates, Brands, Suppressions, Providers. Attempts, events, versions and inbox
+  rows are relations on their parents.
+- UI API extension `email` (1.0.0, `/qqq/v1/qbit/email/...`): `POST /preview` (section 5.3), with
+  its OpenAPI fragment committed and contract-tested. Everything else is standard tables,
+  processes and widgets. The webhook and unsubscribe routes are non-UI (`/qqq/hooks/email/...`).
+
+## 11. Consumers (phase d, one PR per repo)
+| Consumer | Change |
+|---|---|
+| qbit-alerts | `EmailChannel` and `NotificationEmailer` use `EmailService` with templates `alerts_notification` and `alerts_digest` (NOTIFICATION), idempotency `alerts:<id>`, linked alert. `messagingProviderName` stays as the fallback when qbit-email is absent. |
+| qbit-collaboration | an `EmailCollaborationNotifier` for mentions, shares and task reminders (templates `collaboration_mention`, `collaboration_share`, `collaboration_task_reminder`); record labels obey `isRecordLabelFullAccess`. |
+| qbit-assistant | scheduled-task results by email through `EmailService` (template `assistant_scheduled_result`), after its EXTERNAL approval rule. |
+| qbit-easypost-tracking | delivery notices through a notifier that sends `easypost_delivery_notice` (NOTIFICATION). |
+| qbit-marketing | a `MarketingTransport` over `EmailService` (MARKETING, MJML/HTML templates, unsubscribe headers, suppression honoured). |
+| kof22 (Website-Backend) | the contact form's `Mailer` is replaced by `EmailService` with template `kof22_contact`, through an SMTP provider row for PMG (`smtp.galaxy.lan:26`, no auth, no new secrets). A draft PR with a Liquibase changeset for the `email_` tables and seed rows. |
+| Authentik | **keeps its own SMTP to PMG.** It is a separate product (Python) with its own flows and templates (recovery, enrollment, MFA); it must send when the QQQ app is down, since it guards sign-in to that app; and it has no hook to call a Java service. Its mail is account and security mail, to which suppression-by-unsubscribe would not apply anyway. |
+
+## 12. Phase 2: inbound (design only)
+- Sources: SES inbound (receipt rule → S3 → SNS → `/qqq/hooks/email/inbound/ses/{name}`), Mailgun
+  routes, Postmark inbound, SendGrid inbound parse, and an IMAP or Gmail mailbox poller
+  (scheduled).
+- `email_inbound`: provider, message id, in_reply_to, references, from, to, subject, text and html
+  (sanitized), received_date, status (NEW, ROUTED, UNMATCHED, REJECTED), routed_table, routed_id,
+  spam verdicts. Attachments go to qbit-object-storage (`email_inbound_attachment` rows).
+- **Reply-to-record threading:** outbound NOTIFICATION mail sets
+  `Reply-To: reply+<token>@<inbound domain>`, where the token (HMAC) names the message and its
+  linked record. A reply is matched by token; the sender must be the original recipient; quoted
+  text is stripped; an `InboundEmailHandler` registered by the linked table's qbit acts (e.g.
+  qbit-collaboration adds a comment as that user). Unmatched mail stays UNMATCHED for review.
+- PHI: inbound bodies are classified PHI by default (unknown content) and stored encrypted.
+
+## 13. Data model summary
+| Table | In the nav | Written by |
+|---|---|---|
+| `email_message` | yes | the qbit (people: record actions only) |
+| `email_message_attempt` | relation | the qbit |
+| `email_event` | relation | the qbit |
+| `email_template` | yes | people (`email.manage`, per-template permission) |
+| `email_template_version` | relation | people (drafts), actions (activation) |
+| `email_brand` | yes | people |
+| `email_suppression` | yes | people and the qbit |
+| `email_provider` | yes | admins |
+| `email_provider_sender_address` | relation (on the provider) | admins |
+| `email_webhook_inbox` | relation (on the provider) | the qbit |
+| `email_inbound`, `email_inbound_attachment` | phase (e) | the qbit |
+
+Postgres DDL in `docs/ddl/email-postgres.sql` (phases a-c).
+
+## 14. Configuration (`EmailQBitConfig`)
+backendName (required), schedulerName (required for automatic processing), publicBaseUrl (unsubscribe links),
+webhookBasePath (`/qqq/hooks/email`, shared by tracking and unsubscribe),
+defaultProviderName, bridgeProviderName (`qbitEmail`), secretResolver, allowedEnvNames,
+dispatchIntervalSeconds (15), batchSize (100), maxAttempts (6), retryMinutes, leaseSeconds (120),
+bodyRetentionDays (30), messageRetentionDays (0), mjmlCompiler, classificationOverrides, appName
+and appLabel, securityFields and recordSecurityLocks (multi-tenant hosts).
+
+## 15. Phases and acceptance
+| Phase | Scope | Acceptance (tests) |
+|---|---|---|
+| (a) | tables, outbox and dispatcher, SMTP and SES, Markdown/HTML/MJML templates and versions, brands and the layout, preview, EmailService, the process, the core bridge, PHI refusal and redaction, the app home | GreenMail SMTP sink end to end; SES through a mocked `SesV2Client`; the claim race (two runners, each message sent once); retry, dead letter, idempotency; rendering (variables, escaping, `#if`/`#each`, plain text, dark-mode contrast); PHI refusal; snapshot redaction; the canary test; producer standards (names, nav, permissions) |
+| (b) | Postmark, SendGrid, Mailgun, Gmail SMTP | HTTP mocks per provider (success, 4xx permanent, 429/5xx transient); the Gmail preset. HTML/MJML moved into part (a), part 2 at owner request. |
+| (c) | webhook route and inbox, events, suppression, unsubscribe (Preferences deferred) | signature verification per provider (valid, tampered, stale, missing secret); the SNS certificate host rule; suppression on hard bounce and complaint; one-click POST and the GET page; category rules |
+| (d) | consumer migrations | each consumer's own tests; a contract test of `EmailService` |
+| (e) | inbound | design only for now |
+
+Dependencies: phase (a) builds on QQQ 4.1.0-RC.5 with the classification stand-in, and moves to
+later RCs for `DataClassification` and Preferences when their APIs are released.
+
+## 16. Owner steps (outside code)
+- **PMG (kof22):** none; the relay already accepts the cluster.
+- **SES (when a consumer adopts it):** create the SES identity for each sending domain in the
+  `terraform/dns-route53` root (owner-applied), request production access, and create a
+  configuration set with an SNS destination to `https://<app>/qqq/hooks/email/ses/<provider>`.
+  The DNS records (DKIM CNAMEs, a custom MAIL FROM subdomain with its MX and SPF; DMARC stays at
+  p=reject) go in as Praetor octoDNS PRs once the identity exists, because SES issues the DKIM
+  tokens.
+- **Postmark, SendGrid, Mailgun, Gmail:** accounts and keys only if used; keys go into Infisical
+  under the env names the provider rows reference.
+- **Keys:** `QQQ_EMAIL_UNSUBSCRIBE_KEY` and `QQQ_EMAIL_BODY_KEY` per deployment (Infisical, seeded
+  write-only like other app keys).

docs/DURABLE-JOBS.md

@@ -0,0 +1,186 @@
+# Durable job email effects
+
+QQQ 4.1.0-RC.7 supplies the durable jobs side-effects outbox. QBit Email registers
+`com.kingsrook.qbits.email.outbox.EmailJobEffectTarget` as target `email` to hand
+those effects to its own committed outbox. All provider sending remains asynchronous.
+
+## Stored identity and schema upgrade
+
+`email_message.rfc_message_id` (`rfcMessageId` in metadata) is a unique STRING(500)
+shown in the message T2 details. Before insertion, the service stores
+`<token@domain>`, where `token` is the first 32 lowercase hex characters of SHA-256
+of the UTF-8 idempotency key. Without a key, the seed is `qbit-email:` plus a fresh
+UUID, since the row id is not yet allocated. The domain is the normalized From
+mailbox domain, excluding display names; unavailable or unsuitable domains use
+`qbit-email.local`. The key itself is never included in the header.
+
+The dispatcher reads this stored value on every attempt. JavaMail's
+`updateMessageID()` is overridden so repeated `saveChanges()` calls cannot replace
+it. A manual **Resend** creates a new outbox row and a new identity; a delivery retry
+keeps its identity. `providerMessageId` remains the provider's response identifier,
+distinct from `rfcMessageId` and the numeric outbox `id`.
+
+New installations use [email-postgres.sql](ddl/email-postgres.sql). Existing
+PostgreSQL installations must pause enqueue and dispatch, then apply
+[email-message-id-upgrade.sql](ddl/email-message-id-upgrade.sql) before starting
+this version. The migration backfills old rows using the existing key, or
+`qbit-email:` plus the already allocated row id, and the stored From domain.
+It cannot recover previously generated random transport Message-IDs. Review host
+schema adaptations first; host security columns are unaffected.
+
+## Provider behavior
+
+| Transport | Request mechanism | Identity preservation |
+|---|---|---|
+| SMTP / Gmail SMTP preset | MIME `Message-ID` | Sent unchanged by this transport; downstream relay policy still applies |
+| SES v2 | Raw MIME `Message-ID` | **SES replaces Message-ID downstream** |
+| Postmark | `Headers: [{Name: "Message-ID", Value: "<...>"}]` | Custom Message-ID supported |
+| SendGrid | `headers: {"Message-ID": "<...>"}` | Sent as a custom header |
+| Mailgun | MIME Message-ID plus multipart `h:Message-Id` | Sent in the `/messages.mime` request |
+
+All transports retain `X-QQQ-Email-Id` with the numeric outbox id. Postmark's
+`MessageID`, SendGrid's response `X-Message-Id`, and SES's returned id are provider
+references, not our RFC header. A fixed header enables recognition and receiver
+deduplication where supported, but is not an exactly-once inbox guarantee.
+
+Provider references: [Postmark custom Message-ID](https://postmarkapp.com/developer/user-guide/send-email-with-api/send-a-single-email),
+[SendGrid custom headers](https://www.twilio.com/docs/sendgrid/api-reference/mail-send/mail-send),
+[Mailgun sending parameters](https://documentation.mailgun.com/docs/mailgun/api-reference/send/mailgun/messages/post-v3--domain-name--messages),
+and [SES header replacement](https://docs.aws.amazon.com/ses/latest/APIReference/API_SendRawEmail.html).
+
+## Handoff and reconcile
+
+`EmailApi.sendOnce(EmailApiRequest request, String effectKey)` sets the request's key, refusing
+a different pre-existing key, a missing/blank/over-500-character effect key, a null request
+or a caller transaction. The service performs its usual validation and send
+permission checks. Success is returned only after the outbox transaction commits;
+there is no transport call here. Use ordinary `EmailApi.send` with
+`request.withTransaction(transaction, backendName)` for caller-owned or cross-backend
+deferred transactions. `sendOnce` refuses either kind of caller transaction.
+
+`EmailApiEffectResult(outcome, message)` contains an `EmailApiEffectOutcome` and a
+nullable `EmailApiMessage` with the outbox id, current delivery status, RFC Message-ID,
+provider reference and other metadata. All these types are in
+`com.kingsrook.qbits.email.api`, the sole public qbit-email surface:
+
+- `QUEUED_OR_DUPLICATE`: one committed row accepted the handoff, including replays.
+- `REFUSED`: invalid or suppressed request. A suppressed audit row has a reference;
+  refusals without a stored row have a null reference. Replaying a suppressed row
+  stays refused even though `EmailService` returns `DUPLICATE`.
+- Database/query failures throw `QException`; callers must retry or reconcile,
+  never turn an uncertain outcome into a permanent refusal.
+
+`EmailApi.getMessageByIdempotencyKey(key)` and `EmailApi.getMessageByRfcMessageId(messageId)`
+return `Optional<EmailApiMessage>` from system reads of an explicit metadata projection.
+They return empty for null/blank/missing values. These are trusted backend APIs,
+not viewer-scoped public endpoints. Lookups reflect current status and provider
+reference and do not expose bodies, recipients or variables. `EmailApi.getMessage(id)`
+and `EmailApi.findMessagesByIdempotencyKeyPrefix(prefix, limit)` return the same projection,
+including `rfcMessageId`. Callers must authorize exposing this metadata to their users.
+`EmailEffects`, `EmailEffectOutcome` and `EmailMessageRef` are deprecated internal
+implementation types; consuming qbits use `EmailApi`.
+
+The effect's `SENT` means successful durable handoff, not mailbox delivery. The
+email dispatcher owns later delivery/retry failures. Reconcile acknowledges an
+existing outbox row (including an audit row); it must never create another email
+merely because that row is terminal. Retain message rows and idempotency keys for
+at least the maximum effect retry/reconciliation horizon.
+
+## Register, declare and emit
+
+Enable durable jobs **before** producing the email qbit, so the producer can register
+its target automatically:
+
+```java
+instance.withSupplementalMetaData(new DurableJobsMetaData());
+new DurableJobsMetaDataProvider().defineAll(instance, "rdbms", null);
+new EmailQBitProducer()
+   .withQBitConfig(new EmailQBitConfig().withBackendName("rdbms"))
+   .produce(instance);
+```
+
+Apply core's jobs database schema as usual. `EmailJobEffectTarget.register(instance)`
+is a no-op without `DurableJobsMetaData`. If jobs are enabled after producing email,
+call this helper explicitly after enabling them.
+
+Declare the effect on the process's `DurableProcessMetaData` (retain any existing
+durable settings). Replace `<step>` with the process's real backend step name:
+
+```java
+process.withSupplementalMetaData(new DurableProcessMetaData()
+   .withEffect(new JobEffectDeclaration("welcomeEmail", "<step>", "email",
+      JobEffectType.IDEMPOTENT_EXTERNAL)));
+```
+
+Then emit from that step using its `RunBackendStepInput input` and a stable row key:
+
+```java
+Map<String, Serializable> payload = new LinkedHashMap<>();
+payload.put("to", "person@example.com");
+payload.put("subject", "Welcome");
+payload.put("textBody", "Your account is ready.");
+JobEffects.emit(input, "welcomeEmail", rowKey, payload);
+```
+
+The jobs classes above come from `com.kingsrook.qqq.backend.core.jobs` and its
+`effects` package; `Map`, `LinkedHashMap` and `Serializable` are JDK types.
+Core stores the effect with the chunk's progress and dispatches after commit.
+Outside a durable job, `JobEffects.emit` calls the target immediately with a fresh
+key, still only enqueueing email; a result other than SENT throws.
+
+Use **IDEMPOTENT_EXTERNAL**: qbit-email deduplicates by the effect's exact key,
+while its own delivery outbox reuses the stored Message-ID on provider attempts.
+This acknowledges one durable handoff, not exactly-once delivery to a mailbox.
+
+## Payload contract
+
+Unknown keys are ignored. Recognized values must have the following types:
+
+| Keys | Values |
+|---|---|
+| `to`, `cc`, `bcc` | A String mailbox or a list of String mailboxes; omitted means empty. Comma-separated strings are not split. |
+| `subject`, `templateName` | Strings; ordinary template/ad-hoc validation applies. |
+| `markdownBody`, `htmlBody`, `textBody` | String body alternatives. |
+| `variables` | Map with String keys and serializable values; requires a template schema and retains the normal PHI/classification checks. |
+| `category` | String enum name: `TRANSACTIONAL`, `SECURITY`, `NOTIFICATION`, or `MARKETING`. |
+| `providerName`, `brandName`, `locale` | Strings; omitted locale retains `en`. |
+| `from`, `replyTo` | String mailboxes, subject to ordinary sender validation. |
+| `fromAddressId` | Integer identifying an enabled address for the selected provider. |
+| `sendAfter` | ISO-8601 Instant String, for example `2026-10-14T12:00:00Z`. |
+| `linkedTableName`, `linkedRecordId` | String table name; record id converted to String. |
+
+The target always sets `senderQbit = "jobs"`, `senderProcess = effectName`, and
+uses `EffectRequest.idempotencyKey()`. Payload keys cannot override these or attach
+a transaction. `recordVariables`, `securityValues` and `payloadRef` are not decoded;
+provide the supported values directly in `payload`.
+
+## Identity and outcomes
+
+The dispatcher invokes the target as the system user. When `jobId` is present, the
+target loads the job under core's system scope and builds its owner session through
+`JobSessions.forJob`. Sending runs inside `QContext.withTemporaryContext` using that
+owner session, with current permissions and the intersection of current and captured
+security keys. The original dispatcher context is restored even after an exception.
+Without a job id, sending retains the caller's session.
+
+- `QUEUED_OR_DUPLICATE` becomes `EffectResult.sent(outboxId)`; `providerRef` is the
+  String email row id, not the transport provider's reference.
+- `REFUSED` becomes `EffectResult.failed(reasons)`, including suppressed replays.
+- A missing job or an owner session rejected by authentication/permission validation
+  becomes FAILED with `The job's owner can no longer send it: ...`.
+- Other exceptions, including payload decoding and database failures, become UNKNOWN.
+  Error text omits raw exception details to avoid exposing payloads or database values.
+  Core may resend IDEMPOTENT_EXTERNAL effects using the same key.
+- Reconcile uses `EmailEffects.findByIdempotencyKey`: any existing row becomes FOUND
+  with its id, otherwise NOT_FOUND. Lookup failures propagate rather than falsely
+  reporting absence. Reconcile never creates mail or changes the owner session.
+
+The binding uses `EmailEffects` internally; other consuming qbits continue to use
+`EmailApi`. The H2 target tests install core jobs metadata with `defineAll`, create
+all columns of the `jobs_job` lookup table, and observe the owner through an insert
+customizer because email messages have no built-in created-by/user field. No
+production job-lookup test seam is needed.
+
+Tests use H2, the existing GreenMail SMTP sink, fake SES and HTTP request seams;
+no vendor endpoints are called. The PostgreSQL migration is supplied for host
+deployment and is not executed by the offline Java test gate.

docs/PROVIDERS.md

@@ -0,0 +1,265 @@
+# Email providers
+
+Create an enabled `email_provider` row and choose exactly one enabled default.
+Provider edits and Send Test Email require `email.admin`. Test sends queue through
+the outbox and obey the same rate limits as application messages.
+
+Field names here are database columns. QQQ record/API names are camelCase:
+`secret_env_name` is `secretEnvName`, for example. All kinds use `name`, `label`,
+`kind`, `enabled`, `is_default`, `from_address`, optional `from_name` / `reply_to`,
+and optional `max_per_minute` / `max_per_day`. When set, `sending_domain` must
+match the From address domain exactly.
+
+## Credentials and delivery
+
+Credential fields contain environment variable **names**, never values. Names
+must match `^[A-Z_][A-Z0-9_]{0,99}$` and the effective allowlist. The defaults
+below supplement `EmailQBitConfig.allowedEnvNames`; explicitly allow custom names.
+Allowlisting does not automatically select a name for a row.
+
+| Kind | `username_env_name` | `secret_env_name` | `webhook_secret_env_name` |
+|---|---|---|---|
+| SMTP | `EMAIL_SMTP_USERNAME` (optional) | `EMAIL_SMTP_PASSWORD` | Not used |
+| SES | `AWS_ACCESS_KEY_ID` (optional) | `AWS_SECRET_ACCESS_KEY` (optional pair) | Not used; `sns_topic_arn` is a plain ARN |
+| POSTMARK | Not used | `POSTMARK_SERVER_TOKEN` | `POSTMARK_WEBHOOK_PASSWORD` |
+| SENDGRID | Not used | `SENDGRID_API_KEY` | `SENDGRID_WEBHOOK_PUBLIC_KEY` |
+| MAILGUN | Not used | `MAILGUN_API_KEY` | `MAILGUN_WEBHOOK_SIGNING_KEY` |
+| GMAIL_SMTP | `GMAIL_USERNAME` | `GMAIL_APP_PASSWORD` | Not used |
+
+Legacy `EMAIL_POSTMARK_SERVER_TOKEN`, `EMAIL_POSTMARK_WEBHOOK_PASSWORD`,
+`EMAIL_SENDGRID_API_KEY`, `EMAIL_SENDGRID_WEBHOOK_PUBLIC_KEY`, `EMAIL_MAILGUN_API_KEY`,
+`EMAIL_MAILGUN_SIGNING_KEY`, `EMAIL_GMAIL_USERNAME` and `EMAIL_GMAIL_APP_PASSWORD`
+remain allowlisted for their kinds. SES also allowlists `AWS_SESSION_TOKEN` for
+the default credential chain; explicit row credentials are an access/secret pair.
+
+Values resolve through `secretResolver` (default `System::getenv`) for each send
+attempt. Rotation needs no service restart. Provider record presence indicators
+also resolve values, returning only Set / Not set; enqueue and internal queries
+do not resolve credentials. Values and provider response diagnostics are never
+logged, stored in errors, returned in exceptions or cached by these transports.
+
+HTTP uses fixed HTTPS endpoints, a 10-second connect timeout, a 30-second request
+timeout, no redirects and no client retries. The outbox owns retries. MIME and
+multipart bodies are built entirely in memory; services use no filesystem storage.
+
+HTTP 429 and 5xx are transient. Retry-After accepts seconds or an HTTP date;
+the dispatcher caps explicit delays at one hour. Authentication/account failures
+mark the provider UNHEALTHY, stop its remaining deliveries for the dispatch pass,
+and retain messages for retry without consuming their failure budget. Permanent
+message errors become DEAD_LETTER. Exceptions use fixed text and numeric codes;
+stored errors use fixed messages, never response bodies.
+
+Acceptance means SENT, not delivered. Delivery is at least once: a crash after
+acceptance can cause a duplicate. Limits count attempts across replicas in rolling
+minute and 24-hour windows, not recipients or successful deliveries. Leave room
+for retries, recipient quotas and other applications using the same account.
+
+## SMTP
+
+Set `kind=SMTP`, `host`, `port`, and `security=NONE`, `STARTTLS`, or `TLS`. For
+authenticated SMTP, set both credential names; for an unauthenticated relay,
+leave both empty. Authentication requires encryption except for loopback or an
+explicit host `allowPlaintextSmtpAuth` configuration.
+
+Configure the relay's allowed sender domains and route. For public delivery,
+verify the domain with the operator, publish its DKIM and SPF records, and align
+the From domain with DMARC. Update the existing SPF policy rather than adding a
+second SPF record. Set limits below the relay's quota. SMTP has 10-second connect
+and 15-second read/write timeouts; there is no provider event webhook here.
+
+## Amazon SES
+
+Set `kind=SES`, `region`, and a verified `from_address`. Optionally set
+`sending_domain`, `configuration_set` and `sns_topic_arn`. Leave credential names
+empty for the AWS default chain (workload/instance role or AWS environment);
+otherwise supply both access-key and secret-key environment names.
+
+Verify the sender identity in the sending region and publish SES's DKIM records.
+Configure SPF for a custom MAIL FROM domain if used. Request production access
+when leaving the sandbox. Configure the configuration set's SNS event destination
+and put the topic ARN in `sns_topic_arn`, not a secret field.
+
+Sending quotas are regional and account-specific, with sandbox, recipient and
+rate restrictions. Set both rate fields to fit those quotas. SES sends raw MIME
+with explicit envelope destinations and strips Bcc from its MIME headers.
+
+## Postmark
+
+Set `kind=POSTMARK`, `secret_env_name=POSTMARK_SERVER_TOKEN`, a verified
+`from_address`, and optionally `sending_domain`. Use a server token, not an
+account token. `message_stream` defaults to `outbound`; another transactional or
+broadcast stream must exist on that server. `track_opens` and `track_clicks`
+default to false; click tracking maps to HtmlAndText or None.
+
+Verify the domain or sender signature, publish Postmark's DKIM and recommended
+Return-Path/SPF DNS records, obtain account approval and create the desired
+message stream. The endpoint is `https://api.postmarkapp.com/email`;
+the returned `MessageID` is retained.
+
+| Signal | Outcome |
+|---|---|
+| ErrorCode 10 | Provider failure: bad token |
+| ErrorCode 300 / 406 | Permanent: invalid request / inactive recipient |
+| ErrorCode 400/401, 405, 412, 413, 422 | Provider failure: signature, sending approval or server/account configuration |
+| ErrorCode 1235/1236 / 1480 | Provider failure: stream / IP configuration |
+| HTTP 401/403 | Provider failure |
+| HTTP 429 / 5xx | Transient; takes precedence over a body code |
+| Other request errors | Permanent; malformed successful responses are transient |
+
+API ErrorCode 413 is an account problem; HTTP 413 is a payload-size error.
+Check plan, recipient and payload limits before setting the rate fields. The
+single-message API documents a 10 MB message limit. See
+[Postmark API errors and limits](https://postmarkapp.com/developer/api/overview).
+
+## SendGrid
+
+Set `kind=SENDGRID`, `secret_env_name=SENDGRID_API_KEY`, a verified `from_address`
+and optionally `sending_domain`. Create a key with Mail Send permission.
+Authenticate the domain and publish SendGrid's DKIM/SPF DNS records; single-sender
+verification can be used for initial tests. Confirm the account can send.
+
+`track_opens` controls open tracking; `track_clicks` controls HTML and plain-text
+click tracking. Explicit false values override account tracking defaults.
+The global endpoint is `https://api.sendgrid.com/v3/mail/send`; only HTTP 202
+counts as success and `X-Message-Id` becomes the provider message ID.
+
+One personalization contains To/Cc/Bcc with display names. `custom_args` carries
+`qqq_email_id`. Reserved headers are filtered case-insensitively: `x-sg-id`,
+`x-sg-eid`, `received`, `dkim-signature`, `Content-Type`, `Content-Transfer-Encoding`,
+`To`, `From`, `Subject`, `Reply-To`, `CC`, `BCC`. `List-Unsubscribe` and
+`List-Unsubscribe-Post` are retained.
+
+HTTP 401/403 are provider failures, 400/413 permanent, and 429/5xx transient.
+Set rate limits for the account's plan/API quota. Payload and recipient limits
+apply separately from outbox attempt limits. See
+[SendGrid Mail Send](https://www.twilio.com/docs/sendgrid/api-reference/mail-send/mail-send).
+
+## Mailgun
+
+Set `kind=MAILGUN`, `secret_env_name=MAILGUN_API_KEY`, `sending_domain` (required,
+a DNS name without a scheme/path), and `region=US` or `EU` (required).
+The From address domain must match the sending domain.
+
+Add and verify the domain in that region. Publish Mailgun's SPF/DKIM records and
+its requested tracking DNS records if enabling tracking. Use an API key allowed
+to send for that domain. Sandbox domains restrict recipients; check production
+status and plan/rate quotas before choosing `max_per_minute` / `max_per_day`.
+Those fields do not enforce MIME-size or recipient limits.
+
+The endpoint is `https://api.mailgun.net/v3/{sending_domain}/messages.mime`, or
+`https://api.eu.mailgun.net/v3/{sending_domain}/messages.mime` for EU. Basic auth
+uses `api:<resolved key>`. Multipart includes all To/Cc/Bcc mailboxes as envelope
+destinations, MIME `message` with Bcc stripped, `o:tracking-opens`,
+`o:tracking-clicks` (explicit yes/no from the row), and `v:qqq_email_id`.
+The response `id` is stored without surrounding angle brackets.
+
+HTTP 401/403 are provider failures, 400 permanent, and 429/5xx transient.
+
+## Gmail SMTP
+
+| Field | Value |
+|---|---|
+| `kind` | `GMAIL_SMTP` |
+| `username_env_name` | `GMAIL_USERNAME`: value is the full account email address |
+| `secret_env_name` | `GMAIL_APP_PASSWORD`: value is the generated app password |
+| `security` | `STARTTLS` |
+| `from_address` | Account address or a permitted configured alias |
+| `max_per_day` | At most about 500 personal / 2000 paid Workspace; lower with headroom |
+
+The preset always uses `smtp.gmail.com:587` with required STARTTLS, ignoring
+custom host/port values. Both env names are required; other security values are
+refused even if plaintext auth is enabled for other relays. An omitted security
+value uses the preset at the settings layer, but provider forms default to NONE,
+so select STARTTLS when creating the row.
+
+Enable 2-step verification and generate an app password for the service; do not
+use the normal account password. Account/admin security policy may disable app
+passwords. A Google password change revokes existing app passwords, requiring a
+new environment value. See
+[Google app password setup](https://support.google.com/accounts/answer/185833).
+
+Google manages domain authentication for personal gmail.com senders. For
+Workspace, verify the domain and configure Google's SPF/DKIM records and DMARC.
+Trials, new accounts, SMTP recipient quotas and other account users can reduce
+available capacity. The 500/2000 limit is an upper planning bound, not guaranteed
+throughput. See [Workspace limits](https://support.google.com/a/answer/166852)
+and [personal Gmail limits](https://support.google.com/mail/answer/22839).
+
+`GMAIL_API` is refused with:
+`Gmail API sending is specified but not built; use GMAIL_SMTP`.
+It would require a Google Cloud project, OAuth consent, client credentials and
+refresh-token management. It adds no needed system-mail capability over the app
+password preset in this phase and is built only on request (DESIGN 3.6).
+
+## Event webhooks
+
+Phase (c) installs authenticated provider receivers when the host includes Javalin.
+Use `https://<app>{base}/{kind}/{providerName}`, where `base` is
+`EmailQBitConfig.webhookBasePath` (default `/qqq/hooks/email`), `kind` is `ses`,
+`postmark`, `sendgrid` or `mailgun`, and `providerName` is the row's unique name.
+The row must be enabled and its kind must match. The configurable base must start
+with `/`, have no trailing slash, and stay outside `/qqq/v1`.
+
+| Provider | Setup and events |
+|---|---|
+| SES | Send configuration-set Delivery, Bounce, Complaint, Reject and DeliveryDelay events to SNS; enable Open/Click only when desired. Set `sns_topic_arn` to that exact topic. Subscribe the HTTPS `/ses/{providerName}` URL with raw delivery **off**, so SNS sends its signed JSON envelope. No webhook secret env is used. Verified subscription confirmations are fetched automatically and retained as IGNORED inbox rows. |
+| Postmark | Configure server/message-stream webhooks for Delivery, Bounce, SpamComplaint and SubscriptionChange; optionally Open and Click. Use HTTP Basic username **`postmark`** and the password resolved from `webhook_secret_env_name` (normally `POSTMARK_WEBHOOK_PASSWORD`). Configure those credentials in Postmark's webhook settings/URL; keep the stored provider row limited to the environment name. |
+| SendGrid | Enable the Signed Event Webhook for delivered, bounce, dropped, deferred, spamreport and unsubscribe (group_unsubscribe is also accepted); optionally open/click. Store the base64 DER verification public key in `SENDGRID_WEBHOOK_PUBLIC_KEY`, referenced by `webhook_secret_env_name`. Preserve both Twilio signature/timestamp headers through the proxy. Batches are authenticated over timestamp plus the unchanged raw body. |
+| Mailgun | Configure regional domain webhooks for delivered, permanent/temporary failed, complained and unsubscribed; optionally opened/clicked. Set `webhook_secret_env_name=MAILGUN_WEBHOOK_SIGNING_KEY` to the account's HTTP webhook signing key, **not** its sending API key. Preserve the JSON `signature` object and `event-data`. |
+| SMTP / Gmail SMTP | No native event receiver. One-click unsubscribe remains available for opt-out mail. |
+
+SNS accepts SignatureVersion 1 and 2, pins TopicArn, and fetches certificates only
+from HTTPS `sns.<region>.amazonaws.com` or `.amazonaws.com.cn` hosts with `.pem`
+paths. Certificates are cached only in memory; redirects are disabled. Confirmation
+URLs use the same HTTPS host restriction. Canonicalization follows
+[AWS's signature rules](https://docs.aws.amazon.com/sns/latest/dg/sns-verify-signature-of-message-verify-message-signature.html).
+SNS retries can be old, so freshness is enforced only for SendGrid and Mailgun:
+timestamps must be within five minutes in either direction. Keep host clocks synchronized.
+Postmark authenticates the request with Basic auth and supplies no signed timestamp.
+
+Requests are capped at 1 MiB, including chunked requests. Responses are JSON:
+200 `received` or `duplicate`, 401 invalid verification/Mailgun nonce replay,
+404 missing/disabled/mismatched provider, 413 oversized input, and 503 unavailable
+verification configuration, SNS fetch or database. No request bodies, recipient
+addresses or credential values are logged. Raw payloads are stored in the DB inbox
+as sensitive data, readable with `email.view`.
+
+The hidden `email_process_webhooks` schedule runs every 30 seconds. One bounded
+transaction applies each inbox row, including events, message state and suppressions.
+The common provider lock serializes suppression upserts across replicas/providers;
+no network I/O occurs under that lock. Failed attempts back off with `retryMinutes`
+and become FAILED after six attempts. Use the inbox's **Reprocess** Review/Result
+action (`email.manage`) after resolving the cause. Unmatched messages retry, including
+a webhook racing the transport's SENT commit. Unknown/disabled tracking events are
+IGNORED. Per-event recipient keys prevent overlapping SendGrid batches from duplicating
+history. Mailgun's `(provider_id, nonce)` uniqueness is distinct from event deduplication:
+a stored nonce is refused with 401 even if its event is already known.
+
+Hard bounces and complaints upsert ALL suppression; complaints take precedence over
+hard-bounce reasons. Unsubscribe events suppress only MARKETING or NOTIFICATION for
+the matched message. Delivery advances SENT to DELIVERED; hard bounce and complaint
+advance delivery state without reversing a later complaint. Opens/clicks require the
+corresponding provider flag and are never retained for PHI-approved messages.
+Provider reason text is address-masked and limited to 500 characters; only clicks
+retain URLs. More than three complaints in 24 hours raises optional WARNING alert
+`email.complaint`, deduplicated per UTC day by core's alert sink.
+
+## One-click unsubscribe
+
+Set `publicBaseUrl` to the public HTTPS app origin and supply
+`QQQ_EMAIL_UNSUBSCRIBE_KEY` through the secret resolver. The configured webhook base
+also controls newly signed unsubscribe URLs. Keep the key and published path stable:
+tokens have no expiry, but cannot resolve after their message row is deleted.
+
+GET `{base}/unsubscribe/{token}` displays a self-contained, escaped light/dark form
+and never changes state. POST `List-Unsubscribe=One-Click` returns an empty 200;
+the page's form POST returns confirmation HTML. Both atomically upsert category
+suppression and record an UNSUBSCRIBED event. Repeated POSTs do not duplicate events.
+Invalid tokens return a generic 404. TRANSACTIONAL and SECURITY tokens are neither
+issued nor accepted.
+
+The existing v1 token binds the message, category and **complete To/Cc/Bcc envelope
+hash**, rather than one mailbox. Following that link opts out every mailbox in the
+bound envelope for that category; the page reveals none of those addresses. Send
+one recipient per opt-out message when individual preference control is needed.
+Preferences UI remains deferred until core #1162 ships in an RC.

docs/ddl/email-foreign-keys-upgrade.sql

@@ -0,0 +1,89 @@
+-- qbit-email: add the foreign keys to an existing PostgreSQL schema (one
+-- created from email-postgres.sql before they were declared there). Pause
+-- enqueue, dispatch and webhook processing while it runs.
+--
+-- Safe to run more than once: a foreign key that already exists with the
+-- right ON DELETE (under any name) is left alone. Before each key is added,
+-- rows that point at a missing parent are recorded in qqq_fk_quarantine and
+-- then set to NULL (nullable column) or deleted (NOT NULL column; the whole
+-- row is kept in row_data). An existing key on the column with a different
+-- ON DELETE is replaced by the named one.
+--
+-- Order matters: sender addresses, attempts and events of a missing parent are
+-- removed before the references to them (message.from_address_id,
+-- suppression.source_event_id) are checked.
+
+BEGIN;
+
+CREATE TABLE IF NOT EXISTS qqq_fk_quarantine (id BIGINT GENERATED BY DEFAULT AS IDENTITY PRIMARY KEY, table_name VARCHAR(100) NOT NULL, column_name VARCHAR(100) NOT NULL, row_id VARCHAR(100), missing_parent_id VARCHAR(100), action VARCHAR(20) NOT NULL, row_data TEXT, changeset VARCHAR(200), quarantined_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP);
+
+CREATE OR REPLACE FUNCTION pg_temp.qqq_add_fk(p_table TEXT, p_column TEXT, p_parent TEXT, p_on_delete TEXT) RETURNS VOID LANGUAGE plpgsql AS
+$fn$
+DECLARE
+   v_name      TEXT    := 'fk_' || p_table || '_' || p_column;
+   v_rule      "char"  := CASE p_on_delete WHEN 'CASCADE' THEN 'c' WHEN 'SET NULL' THEN 'n' WHEN 'RESTRICT' THEN 'r' ELSE 'a' END;
+   v_nullable  BOOLEAN;
+   v_changeset TEXT    := 'qbit-email:email-foreign-keys-upgrade.sql';
+   v_old       RECORD;
+BEGIN
+   IF EXISTS (SELECT 1 FROM pg_constraint c JOIN pg_attribute a ON a.attrelid = c.conrelid AND a.attnum = c.conkey[1]
+              WHERE c.contype = 'f' AND c.conrelid = p_table::regclass AND cardinality(c.conkey) = 1 AND a.attname = p_column
+                AND c.confrelid = p_parent::regclass AND c.confdeltype = v_rule) THEN
+      RETURN;
+   END IF;
+
+   FOR v_old IN SELECT c.conname FROM pg_constraint c JOIN pg_attribute a ON a.attrelid = c.conrelid AND a.attnum = c.conkey[1]
+                WHERE c.contype = 'f' AND c.conrelid = p_table::regclass AND cardinality(c.conkey) = 1 AND a.attname = p_column LOOP
+      EXECUTE format('ALTER TABLE %I DROP CONSTRAINT %I', p_table, v_old.conname);
+   END LOOP;
+
+   SELECT is_nullable = 'YES' INTO v_nullable FROM information_schema.columns
+   WHERE table_schema = current_schema() AND table_name = p_table AND column_name = p_column;
+
+   IF v_nullable THEN
+      EXECUTE format('INSERT INTO qqq_fk_quarantine (table_name, column_name, row_id, missing_parent_id, action, changeset) '
+         || 'SELECT %L, %L, t.id::TEXT, t.%I::TEXT, ''NULLED'', %L FROM %I t WHERE t.%I IS NOT NULL AND NOT EXISTS (SELECT 1 FROM %I p WHERE p.id = t.%I)',
+         p_table, p_column, p_column, v_changeset, p_table, p_column, p_parent, p_column);
+      EXECUTE format('UPDATE %I t SET %I = NULL WHERE t.%I IS NOT NULL AND NOT EXISTS (SELECT 1 FROM %I p WHERE p.id = t.%I)',
+         p_table, p_column, p_column, p_parent, p_column);
+   ELSE
+      EXECUTE format('INSERT INTO qqq_fk_quarantine (table_name, column_name, row_id, missing_parent_id, action, row_data, changeset) '
+         || 'SELECT %L, %L, t.id::TEXT, t.%I::TEXT, ''DELETED'', row_to_json(t)::TEXT, %L FROM %I t WHERE NOT EXISTS (SELECT 1 FROM %I p WHERE p.id = t.%I)',
+         p_table, p_column, p_column, v_changeset, p_table, p_parent, p_column);
+      EXECUTE format('DELETE FROM %I t WHERE NOT EXISTS (SELECT 1 FROM %I p WHERE p.id = t.%I)', p_table, p_parent, p_column);
+   END IF;
+
+   EXECUTE format('ALTER TABLE %I ADD CONSTRAINT %I FOREIGN KEY (%I) REFERENCES %I (id) ON DELETE %s', p_table, v_name, p_column, p_parent, p_on_delete);
+END
+$fn$;
+
+SELECT pg_temp.qqq_add_fk('email_provider_sender_address', 'provider_id', 'email_provider', 'CASCADE');
+SELECT pg_temp.qqq_add_fk('email_message', 'provider_id', 'email_provider', 'RESTRICT');
+SELECT pg_temp.qqq_add_fk('email_message', 'from_address_id', 'email_provider_sender_address', 'SET NULL');
+SELECT pg_temp.qqq_add_fk('email_message', 'template_id', 'email_template', 'SET NULL');
+SELECT pg_temp.qqq_add_fk('email_message', 'template_version_id', 'email_template_version', 'SET NULL');
+SELECT pg_temp.qqq_add_fk('email_message', 'brand_id', 'email_brand', 'SET NULL');
+SELECT pg_temp.qqq_add_fk('email_template', 'brand_id', 'email_brand', 'RESTRICT');
+SELECT pg_temp.qqq_add_fk('email_template', 'active_version_id', 'email_template_version', 'SET NULL');
+SELECT pg_temp.qqq_add_fk('email_template', 'approved_version_id', 'email_template_version', 'SET NULL');
+SELECT pg_temp.qqq_add_fk('email_template_version', 'template_id', 'email_template', 'RESTRICT');
+SELECT pg_temp.qqq_add_fk('email_message_attempt', 'message_id', 'email_message', 'CASCADE');
+SELECT pg_temp.qqq_add_fk('email_message_attempt', 'provider_id', 'email_provider', 'RESTRICT');
+SELECT pg_temp.qqq_add_fk('email_event', 'message_id', 'email_message', 'CASCADE');
+SELECT pg_temp.qqq_add_fk('email_event', 'provider_id', 'email_provider', 'RESTRICT');
+SELECT pg_temp.qqq_add_fk('email_webhook_inbox', 'provider_id', 'email_provider', 'RESTRICT');
+SELECT pg_temp.qqq_add_fk('email_suppression', 'source_message_id', 'email_message', 'SET NULL');
+SELECT pg_temp.qqq_add_fk('email_suppression', 'source_event_id', 'email_event', 'SET NULL');
+
+CREATE INDEX IF NOT EXISTS email_message_from_address ON email_message (from_address_id);
+CREATE INDEX IF NOT EXISTS email_message_template ON email_message (template_id);
+CREATE INDEX IF NOT EXISTS email_message_template_version ON email_message (template_version_id);
+CREATE INDEX IF NOT EXISTS email_message_brand ON email_message (brand_id);
+CREATE INDEX IF NOT EXISTS email_template_brand ON email_template (brand_id);
+CREATE INDEX IF NOT EXISTS email_template_active_version ON email_template (active_version_id);
+CREATE INDEX IF NOT EXISTS email_template_approved_version ON email_template (approved_version_id);
+CREATE INDEX IF NOT EXISTS email_suppression_source_message ON email_suppression (source_message_id);
+CREATE INDEX IF NOT EXISTS email_suppression_source_event ON email_suppression (source_event_id);
+CREATE INDEX IF NOT EXISTS email_event_provider ON email_event (provider_id);
+
+COMMIT;

docs/ddl/email-message-id-upgrade.sql

@@ -0,0 +1,11 @@
+-- Existing PostgreSQL installations: pause enqueue and dispatch before applying.
+-- SHA-256 is PostgreSQL's built-in bytea function; no extension is required.
+BEGIN;
+ALTER TABLE email_message ADD COLUMN rfc_message_id VARCHAR(500);
+UPDATE email_message
+SET rfc_message_id = '<' || left(encode(sha256(convert_to(
+   coalesce(idempotency_key, 'qbit-email:' || id::text), 'UTF8')), 'hex'), 32)
+   || '@' || coalesce(lower(substring(from_address from
+      '@([A-Za-z0-9]+(?:[.-][A-Za-z0-9]+)*)(?:>|$)')), 'qbit-email.local') || '>';
+ALTER TABLE email_message ADD CONSTRAINT email_message_rfc_message_id_unique UNIQUE (rfc_message_id);
+COMMIT;

docs/ddl/email-postgres.sql

@@ -0,0 +1,280 @@
+-- Phases (a), (b) and (c). Apply before producing the qbit. Host security columns must be added by the host.
+
+CREATE TABLE email_provider (
+   id INTEGER GENERATED BY DEFAULT AS IDENTITY PRIMARY KEY,
+   create_date TIMESTAMP,
+   modify_date TIMESTAMP,
+   name VARCHAR(500),
+   label VARCHAR(500),
+   kind VARCHAR(500),
+   enabled BOOLEAN,
+   is_default BOOLEAN,
+   from_address VARCHAR(500),
+   from_name VARCHAR(500),
+   reply_to VARCHAR(500),
+   sending_domain VARCHAR(500),
+   host VARCHAR(500),
+   port INTEGER,
+   security VARCHAR(500),
+   region VARCHAR(500),
+   username_env_name VARCHAR(500),
+   secret_env_name VARCHAR(500),
+   webhook_secret_env_name VARCHAR(500),
+   sns_topic_arn VARCHAR(500),
+   configuration_set VARCHAR(500),
+   message_stream VARCHAR(500),
+   max_per_minute INTEGER,
+   max_per_day INTEGER,
+   track_opens BOOLEAN,
+   track_clicks BOOLEAN,
+   phi_allowed BOOLEAN,
+   health_status VARCHAR(500),
+   last_success_date TIMESTAMP,
+   last_failure_date TIMESTAMP,
+   last_failure_message VARCHAR(500),
+   dispatch_lock INTEGER,
+   default_slot INTEGER,
+   UNIQUE (name),
+   UNIQUE (default_slot)
+);
+
+CREATE TABLE email_provider_sender_address (
+   id INTEGER GENERATED BY DEFAULT AS IDENTITY PRIMARY KEY,
+   create_date TIMESTAMP,
+   modify_date TIMESTAMP,
+   provider_id INTEGER NOT NULL,
+   address VARCHAR(500) NOT NULL,
+   display_name VARCHAR(500),
+   is_default BOOLEAN,
+   enabled BOOLEAN,
+   note TEXT,
+   UNIQUE (provider_id, address)
+);
+
+CREATE TABLE email_message (
+   id INTEGER GENERATED BY DEFAULT AS IDENTITY PRIMARY KEY,
+   create_date TIMESTAMP,
+   modify_date TIMESTAMP,
+   status VARCHAR(500),
+   to_addresses TEXT,
+   cc_addresses TEXT,
+   bcc_addresses TEXT,
+   from_address VARCHAR(500),
+   from_address_id INTEGER,
+   reply_to VARCHAR(500),
+   subject TEXT,
+   template_id INTEGER,
+   template_version_id INTEGER,
+   brand_id INTEGER,
+   category VARCHAR(500),
+   locale VARCHAR(500),
+   variables_snapshot TEXT,
+   html_body TEXT,
+   text_body TEXT,
+   body_sha256 VARCHAR(500),
+   phi_approved BOOLEAN,
+   unsubscribe_url TEXT,
+   idempotency_key VARCHAR(500),
+   rfc_message_id VARCHAR(500),
+   provider_id INTEGER,
+   provider_message_id VARCHAR(500),
+   attempt_count INTEGER,
+   next_attempt_date TIMESTAMP,
+   lease_expires_date TIMESTAMP,
+   last_error VARCHAR(500),
+   finished_date TIMESTAMP,
+   sent_date TIMESTAMP,
+   delivered_date TIMESTAMP,
+   bounced_date TIMESTAMP,
+   complained_date TIMESTAMP,
+   dead_letter_date TIMESTAMP,
+   linked_table_name VARCHAR(500),
+   linked_record_id VARCHAR(500),
+   sender_qbit VARCHAR(500),
+   sender_process VARCHAR(500),
+   suppressed_addresses TEXT,
+   send_after TIMESTAMP,
+   UNIQUE (idempotency_key),
+   UNIQUE (rfc_message_id)
+);
+
+CREATE TABLE email_message_attempt (
+   id INTEGER GENERATED BY DEFAULT AS IDENTITY PRIMARY KEY,
+   create_date TIMESTAMP,
+   modify_date TIMESTAMP,
+   message_id INTEGER NOT NULL,
+   attempt_number INTEGER NOT NULL,
+   outcome VARCHAR(500),
+   provider_id INTEGER,
+   claimed_by VARCHAR(500),
+   start_date TIMESTAMP,
+   end_date TIMESTAMP,
+   lease_expires_date TIMESTAMP,
+   duration_millis INTEGER,
+   error VARCHAR(500),
+   UNIQUE (message_id, attempt_number)
+);
+
+CREATE TABLE email_template (
+   id INTEGER GENERATED BY DEFAULT AS IDENTITY PRIMARY KEY,
+   create_date TIMESTAMP,
+   modify_date TIMESTAMP,
+   name VARCHAR(500),
+   label VARCHAR(500),
+   category VARCHAR(500),
+   kind VARCHAR(500),
+   brand_id INTEGER,
+   active_version_id INTEGER,
+   approved_version_id INTEGER,
+   version_lock INTEGER,
+   phi_approved BOOLEAN,
+   phi_approved_by VARCHAR(500),
+   phi_approved_date TIMESTAMP,
+   edit_permission_name VARCHAR(500),
+   owner_qbit VARCHAR(500),
+   description TEXT,
+   UNIQUE (name)
+);
+
+CREATE TABLE email_template_version (
+   id INTEGER GENERATED BY DEFAULT AS IDENTITY PRIMARY KEY,
+   create_date TIMESTAMP,
+   modify_date TIMESTAMP,
+   template_id INTEGER,
+   version_number INTEGER,
+   status VARCHAR(500),
+   locale VARCHAR(500),
+   subject TEXT,
+   preheader TEXT,
+   body_source TEXT,
+   text_source TEXT,
+   compiled_html TEXT,
+   variables_schema TEXT,
+   sample_variables TEXT,
+   created_by VARCHAR(500),
+   activated_date TIMESTAMP,
+   UNIQUE (template_id, version_number, locale)
+);
+
+CREATE TABLE email_brand (
+   id INTEGER GENERATED BY DEFAULT AS IDENTITY PRIMARY KEY,
+   create_date TIMESTAMP,
+   modify_date TIMESTAMP,
+   name VARCHAR(500),
+   label VARCHAR(500),
+   logo_url VARCHAR(500),
+   logo_dark_url VARCHAR(500),
+   logo_alt VARCHAR(500),
+   primary_color VARCHAR(500),
+   text_color VARCHAR(500),
+   background_color VARCHAR(500),
+   dark_background_color VARCHAR(500),
+   dark_text_color VARCHAR(500),
+   dark_primary_color VARCHAR(500),
+   dark_button_text_color VARCHAR(500),
+   button_text_color VARCHAR(500),
+   footer_markdown TEXT,
+   postal_address TEXT,
+   social_links TEXT,
+   site_url VARCHAR(500),
+   is_default BOOLEAN,
+   app_name VARCHAR(500),
+   UNIQUE (name)
+);
+
+CREATE TABLE email_suppression (
+   id INTEGER GENERATED BY DEFAULT AS IDENTITY PRIMARY KEY,
+   create_date TIMESTAMP,
+   modify_date TIMESTAMP,
+   address VARCHAR(500),
+   scope VARCHAR(500),
+   reason VARCHAR(500),
+   source_message_id INTEGER,
+   source_event_id INTEGER,
+   note TEXT,
+   created_date TIMESTAMP,
+   expires_date TIMESTAMP,
+   UNIQUE (address, scope)
+);
+
+CREATE INDEX email_message_due ON email_message (status, next_attempt_date);
+CREATE INDEX email_attempt_provider_start ON email_message_attempt (provider_id, start_date);
+CREATE INDEX email_attempt_provider_end ON email_message_attempt (provider_id, end_date, id);
+
+CREATE TABLE email_webhook_inbox (
+   id INTEGER GENERATED BY DEFAULT AS IDENTITY PRIMARY KEY,
+   create_date TIMESTAMP,
+   modify_date TIMESTAMP,
+   provider_id INTEGER NOT NULL,
+   kind VARCHAR(500) NOT NULL,
+   external_event_id VARCHAR(500) NOT NULL,
+   nonce VARCHAR(500),
+   status VARCHAR(500) NOT NULL,
+   attempts INTEGER NOT NULL DEFAULT 0,
+   next_attempt_date TIMESTAMP,
+   last_error VARCHAR(500),
+   payload_json TEXT,
+   payload_sha256 VARCHAR(500),
+   received_date TIMESTAMP,
+   processed_date TIMESTAMP,
+   UNIQUE (provider_id, external_event_id),
+   UNIQUE (provider_id, nonce)
+);
+
+CREATE TABLE email_event (
+   id INTEGER GENERATED BY DEFAULT AS IDENTITY PRIMARY KEY,
+   create_date TIMESTAMP,
+   modify_date TIMESTAMP,
+   message_id INTEGER NOT NULL,
+   provider_id INTEGER,
+   event_type VARCHAR(500) NOT NULL,
+   bounce_type VARCHAR(500),
+   recipient VARCHAR(500),
+   occurred_date TIMESTAMP,
+   detail VARCHAR(500),
+   url TEXT,
+   event_key VARCHAR(500) NOT NULL UNIQUE
+);
+CREATE INDEX email_inbox_due ON email_webhook_inbox (status, next_attempt_date);
+CREATE INDEX email_event_message ON email_event (message_id);
+CREATE INDEX email_event_type_date ON email_event (event_type, occurred_date);
+CREATE INDEX email_message_provider_id ON email_message (provider_id, provider_message_id);
+
+-- Foreign keys (named fk_<table>_<column>), added after every table exists.
+--   CASCADE   owned rows: a provider's sender addresses (the provider delete also removes
+--             them), a message's attempts and events (message retention deletes them first).
+--   RESTRICT  configuration under live data: providers with messages, attempts, events or
+--             webhook inbox rows (disable the provider instead); a brand used by a template;
+--             a template with versions (templates with versions cannot be deleted).
+--   SET NULL  optional pointers: a message's sender address, template, version and brand
+--             (the rendered body is kept); a template's active/approved version (the
+--             cycle with email_template_version.template_id; drafts can be deleted); a
+--             suppression's source message and event, which outlive message retention.
+-- Existing databases: run email-foreign-keys-upgrade.sql.
+ALTER TABLE email_provider_sender_address ADD CONSTRAINT fk_email_provider_sender_address_provider_id FOREIGN KEY (provider_id) REFERENCES email_provider (id) ON DELETE CASCADE;
+ALTER TABLE email_message ADD CONSTRAINT fk_email_message_provider_id FOREIGN KEY (provider_id) REFERENCES email_provider (id) ON DELETE RESTRICT;
+ALTER TABLE email_message ADD CONSTRAINT fk_email_message_from_address_id FOREIGN KEY (from_address_id) REFERENCES email_provider_sender_address (id) ON DELETE SET NULL;
+ALTER TABLE email_message ADD CONSTRAINT fk_email_message_template_id FOREIGN KEY (template_id) REFERENCES email_template (id) ON DELETE SET NULL;
+ALTER TABLE email_message ADD CONSTRAINT fk_email_message_template_version_id FOREIGN KEY (template_version_id) REFERENCES email_template_version (id) ON DELETE SET NULL;
+ALTER TABLE email_message ADD CONSTRAINT fk_email_message_brand_id FOREIGN KEY (brand_id) REFERENCES email_brand (id) ON DELETE SET NULL;
+ALTER TABLE email_message_attempt ADD CONSTRAINT fk_email_message_attempt_message_id FOREIGN KEY (message_id) REFERENCES email_message (id) ON DELETE CASCADE;
+ALTER TABLE email_message_attempt ADD CONSTRAINT fk_email_message_attempt_provider_id FOREIGN KEY (provider_id) REFERENCES email_provider (id) ON DELETE RESTRICT;
+ALTER TABLE email_template ADD CONSTRAINT fk_email_template_brand_id FOREIGN KEY (brand_id) REFERENCES email_brand (id) ON DELETE RESTRICT;
+ALTER TABLE email_template ADD CONSTRAINT fk_email_template_active_version_id FOREIGN KEY (active_version_id) REFERENCES email_template_version (id) ON DELETE SET NULL;
+ALTER TABLE email_template ADD CONSTRAINT fk_email_template_approved_version_id FOREIGN KEY (approved_version_id) REFERENCES email_template_version (id) ON DELETE SET NULL;
+ALTER TABLE email_template_version ADD CONSTRAINT fk_email_template_version_template_id FOREIGN KEY (template_id) REFERENCES email_template (id) ON DELETE RESTRICT;
+ALTER TABLE email_suppression ADD CONSTRAINT fk_email_suppression_source_message_id FOREIGN KEY (source_message_id) REFERENCES email_message (id) ON DELETE SET NULL;
+ALTER TABLE email_suppression ADD CONSTRAINT fk_email_suppression_source_event_id FOREIGN KEY (source_event_id) REFERENCES email_event (id) ON DELETE SET NULL;
+ALTER TABLE email_webhook_inbox ADD CONSTRAINT fk_email_webhook_inbox_provider_id FOREIGN KEY (provider_id) REFERENCES email_provider (id) ON DELETE RESTRICT;
+ALTER TABLE email_event ADD CONSTRAINT fk_email_event_message_id FOREIGN KEY (message_id) REFERENCES email_message (id) ON DELETE CASCADE;
+ALTER TABLE email_event ADD CONSTRAINT fk_email_event_provider_id FOREIGN KEY (provider_id) REFERENCES email_provider (id) ON DELETE RESTRICT;
+CREATE INDEX email_message_from_address ON email_message (from_address_id);
+CREATE INDEX email_message_template ON email_message (template_id);
+CREATE INDEX email_message_template_version ON email_message (template_version_id);
+CREATE INDEX email_message_brand ON email_message (brand_id);
+CREATE INDEX email_template_brand ON email_template (brand_id);
+CREATE INDEX email_template_active_version ON email_template (active_version_id);
+CREATE INDEX email_template_approved_version ON email_template (approved_version_id);
+CREATE INDEX email_suppression_source_message ON email_suppression (source_message_id);
+CREATE INDEX email_suppression_source_event ON email_suppression (source_event_id);
+CREATE INDEX email_event_provider ON email_event (provider_id);

mvnw

@@ -0,0 +1,295 @@
+#!/bin/sh
+# ----------------------------------------------------------------------------
+# Licensed to the Apache Software Foundation (ASF) under one
+# or more contributor license agreements.  See the NOTICE file
+# distributed with this work for additional information
+# regarding copyright ownership.  The ASF licenses this file
+# to you 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.
+# ----------------------------------------------------------------------------
+
+# ----------------------------------------------------------------------------
+# Apache Maven Wrapper startup batch script, version 3.3.4
+#
+# Optional ENV vars
+# -----------------
+#   JAVA_HOME - location of a JDK home dir, required when download maven via java source
+#   MVNW_REPOURL - repo url base for downloading maven distribution
+#   MVNW_USERNAME/MVNW_PASSWORD - user and password for downloading maven
+#   MVNW_VERBOSE - true: enable verbose log; debug: trace the mvnw script; others: silence the output
+# ----------------------------------------------------------------------------
+
+set -euf
+[ "${MVNW_VERBOSE-}" != debug ] || set -x
+
+# OS specific support.
+native_path() { printf %s\\n "$1"; }
+case "$(uname)" in
+CYGWIN* | MINGW*)
+  [ -z "${JAVA_HOME-}" ] || JAVA_HOME="$(cygpath --unix "$JAVA_HOME")"
+  native_path() { cygpath --path --windows "$1"; }
+  ;;
+esac
+
+# set JAVACMD and JAVACCMD
+set_java_home() {
+  # For Cygwin and MinGW, ensure paths are in Unix format before anything is touched
+  if [ -n "${JAVA_HOME-}" ]; then
+    if [ -x "$JAVA_HOME/jre/sh/java" ]; then
+      # IBM's JDK on AIX uses strange locations for the executables
+      JAVACMD="$JAVA_HOME/jre/sh/java"
+      JAVACCMD="$JAVA_HOME/jre/sh/javac"
+    else
+      JAVACMD="$JAVA_HOME/bin/java"
+      JAVACCMD="$JAVA_HOME/bin/javac"
+
+      if [ ! -x "$JAVACMD" ] || [ ! -x "$JAVACCMD" ]; then
+        echo "The JAVA_HOME environment variable is not defined correctly, so mvnw cannot run." >&2
+        echo "JAVA_HOME is set to \"$JAVA_HOME\", but \"\$JAVA_HOME/bin/java\" or \"\$JAVA_HOME/bin/javac\" does not exist." >&2
+        return 1
+      fi
+    fi
+  else
+    JAVACMD="$(
+      'set' +e
+      'unset' -f command 2>/dev/null
+      'command' -v java
+    )" || :
+    JAVACCMD="$(
+      'set' +e
+      'unset' -f command 2>/dev/null
+      'command' -v javac
+    )" || :
+
+    if [ ! -x "${JAVACMD-}" ] || [ ! -x "${JAVACCMD-}" ]; then
+      echo "The java/javac command does not exist in PATH nor is JAVA_HOME set, so mvnw cannot run." >&2
+      return 1
+    fi
+  fi
+}
+
+# hash string like Java String::hashCode
+hash_string() {
+  str="${1:-}" h=0
+  while [ -n "$str" ]; do
+    char="${str%"${str#?}"}"
+    h=$(((h * 31 + $(LC_CTYPE=C printf %d "'$char")) % 4294967296))
+    str="${str#?}"
+  done
+  printf %x\\n $h
+}
+
+verbose() { :; }
+[ "${MVNW_VERBOSE-}" != true ] || verbose() { printf %s\\n "${1-}"; }
+
+die() {
+  printf %s\\n "$1" >&2
+  exit 1
+}
+
+trim() {
+  # MWRAPPER-139:
+  #   Trims trailing and leading whitespace, carriage returns, tabs, and linefeeds.
+  #   Needed for removing poorly interpreted newline sequences when running in more
+  #   exotic environments such as mingw bash on Windows.
+  printf "%s" "${1}" | tr -d '[:space:]'
+}
+
+scriptDir="$(dirname "$0")"
+scriptName="$(basename "$0")"
+
+# parse distributionUrl and optional distributionSha256Sum, requires .mvn/wrapper/maven-wrapper.properties
+while IFS="=" read -r key value; do
+  case "${key-}" in
+  distributionUrl) distributionUrl=$(trim "${value-}") ;;
+  distributionSha256Sum) distributionSha256Sum=$(trim "${value-}") ;;
+  esac
+done <"$scriptDir/.mvn/wrapper/maven-wrapper.properties"
+[ -n "${distributionUrl-}" ] || die "cannot read distributionUrl property in $scriptDir/.mvn/wrapper/maven-wrapper.properties"
+
+case "${distributionUrl##*/}" in
+maven-mvnd-*bin.*)
+  MVN_CMD=mvnd.sh _MVNW_REPO_PATTERN=/maven/mvnd/
+  case "${PROCESSOR_ARCHITECTURE-}${PROCESSOR_ARCHITEW6432-}:$(uname -a)" in
+  *AMD64:CYGWIN* | *AMD64:MINGW*) distributionPlatform=windows-amd64 ;;
+  :Darwin*x86_64) distributionPlatform=darwin-amd64 ;;
+  :Darwin*arm64) distributionPlatform=darwin-aarch64 ;;
+  :Linux*x86_64*) distributionPlatform=linux-amd64 ;;
+  *)
+    echo "Cannot detect native platform for mvnd on $(uname)-$(uname -m), use pure java version" >&2
+    distributionPlatform=linux-amd64
+    ;;
+  esac
+  distributionUrl="${distributionUrl%-bin.*}-$distributionPlatform.zip"
+  ;;
+maven-mvnd-*) MVN_CMD=mvnd.sh _MVNW_REPO_PATTERN=/maven/mvnd/ ;;
+*) MVN_CMD="mvn${scriptName#mvnw}" _MVNW_REPO_PATTERN=/org/apache/maven/ ;;
+esac
+
+# apply MVNW_REPOURL and calculate MAVEN_HOME
+# maven home pattern: ~/.m2/wrapper/dists/{apache-maven-<version>,maven-mvnd-<version>-<platform>}/<hash>
+[ -z "${MVNW_REPOURL-}" ] || distributionUrl="$MVNW_REPOURL$_MVNW_REPO_PATTERN${distributionUrl#*"$_MVNW_REPO_PATTERN"}"
+distributionUrlName="${distributionUrl##*/}"
+distributionUrlNameMain="${distributionUrlName%.*}"
+distributionUrlNameMain="${distributionUrlNameMain%-bin}"
+MAVEN_USER_HOME="${MAVEN_USER_HOME:-${HOME}/.m2}"
+MAVEN_HOME="${MAVEN_USER_HOME}/wrapper/dists/${distributionUrlNameMain-}/$(hash_string "$distributionUrl")"
+
+exec_maven() {
+  unset MVNW_VERBOSE MVNW_USERNAME MVNW_PASSWORD MVNW_REPOURL || :
+  exec "$MAVEN_HOME/bin/$MVN_CMD" "$@" || die "cannot exec $MAVEN_HOME/bin/$MVN_CMD"
+}
+
+if [ -d "$MAVEN_HOME" ]; then
+  verbose "found existing MAVEN_HOME at $MAVEN_HOME"
+  exec_maven "$@"
+fi
+
+case "${distributionUrl-}" in
+*?-bin.zip | *?maven-mvnd-?*-?*.zip) ;;
+*) die "distributionUrl is not valid, must match *-bin.zip or maven-mvnd-*.zip, but found '${distributionUrl-}'" ;;
+esac
+
+# prepare tmp dir
+if TMP_DOWNLOAD_DIR="$(mktemp -d)" && [ -d "$TMP_DOWNLOAD_DIR" ]; then
+  clean() { rm -rf -- "$TMP_DOWNLOAD_DIR"; }
+  trap clean HUP INT TERM EXIT
+else
+  die "cannot create temp dir"
+fi
+
+mkdir -p -- "${MAVEN_HOME%/*}"
+
+# Download and Install Apache Maven
+verbose "Couldn't find MAVEN_HOME, downloading and installing it ..."
+verbose "Downloading from: $distributionUrl"
+verbose "Downloading to: $TMP_DOWNLOAD_DIR/$distributionUrlName"
+
+# select .zip or .tar.gz
+if ! command -v unzip >/dev/null; then
+  distributionUrl="${distributionUrl%.zip}.tar.gz"
+  distributionUrlName="${distributionUrl##*/}"
+fi
+
+# verbose opt
+__MVNW_QUIET_WGET=--quiet __MVNW_QUIET_CURL=--silent __MVNW_QUIET_UNZIP=-q __MVNW_QUIET_TAR=''
+[ "${MVNW_VERBOSE-}" != true ] || __MVNW_QUIET_WGET='' __MVNW_QUIET_CURL='' __MVNW_QUIET_UNZIP='' __MVNW_QUIET_TAR=v
+
+# normalize http auth
+case "${MVNW_PASSWORD:+has-password}" in
+'') MVNW_USERNAME='' MVNW_PASSWORD='' ;;
+has-password) [ -n "${MVNW_USERNAME-}" ] || MVNW_USERNAME='' MVNW_PASSWORD='' ;;
+esac
+
+if [ -z "${MVNW_USERNAME-}" ] && command -v wget >/dev/null; then
+  verbose "Found wget ... using wget"
+  wget ${__MVNW_QUIET_WGET:+"$__MVNW_QUIET_WGET"} "$distributionUrl" -O "$TMP_DOWNLOAD_DIR/$distributionUrlName" || die "wget: Failed to fetch $distributionUrl"
+elif [ -z "${MVNW_USERNAME-}" ] && command -v curl >/dev/null; then
+  verbose "Found curl ... using curl"
+  curl ${__MVNW_QUIET_CURL:+"$__MVNW_QUIET_CURL"} -f -L -o "$TMP_DOWNLOAD_DIR/$distributionUrlName" "$distributionUrl" || die "curl: Failed to fetch $distributionUrl"
+elif set_java_home; then
+  verbose "Falling back to use Java to download"
+  javaSource="$TMP_DOWNLOAD_DIR/Downloader.java"
+  targetZip="$TMP_DOWNLOAD_DIR/$distributionUrlName"
+  cat >"$javaSource" <<-END
+	public class Downloader extends java.net.Authenticator
+	{
+	  protected java.net.PasswordAuthentication getPasswordAuthentication()
+	  {
+	    return new java.net.PasswordAuthentication( System.getenv( "MVNW_USERNAME" ), System.getenv( "MVNW_PASSWORD" ).toCharArray() );
+	  }
+	  public static void main( String[] args ) throws Exception
+	  {
+	    setDefault( new Downloader() );
+	    java.nio.file.Files.copy( java.net.URI.create( args[0] ).toURL().openStream(), java.nio.file.Paths.get( args[1] ).toAbsolutePath().normalize() );
+	  }
+	}
+	END
+  # For Cygwin/MinGW, switch paths to Windows format before running javac and java
+  verbose " - Compiling Downloader.java ..."
+  "$(native_path "$JAVACCMD")" "$(native_path "$javaSource")" || die "Failed to compile Downloader.java"
+  verbose " - Running Downloader.java ..."
+  "$(native_path "$JAVACMD")" -cp "$(native_path "$TMP_DOWNLOAD_DIR")" Downloader "$distributionUrl" "$(native_path "$targetZip")"
+fi
+
+# If specified, validate the SHA-256 sum of the Maven distribution zip file
+if [ -n "${distributionSha256Sum-}" ]; then
+  distributionSha256Result=false
+  if [ "$MVN_CMD" = mvnd.sh ]; then
+    echo "Checksum validation is not supported for maven-mvnd." >&2
+    echo "Please disable validation by removing 'distributionSha256Sum' from your maven-wrapper.properties." >&2
+    exit 1
+  elif command -v sha256sum >/dev/null; then
+    if echo "$distributionSha256Sum  $TMP_DOWNLOAD_DIR/$distributionUrlName" | sha256sum -c - >/dev/null 2>&1; then
+      distributionSha256Result=true
+    fi
+  elif command -v shasum >/dev/null; then
+    if echo "$distributionSha256Sum  $TMP_DOWNLOAD_DIR/$distributionUrlName" | shasum -a 256 -c >/dev/null 2>&1; then
+      distributionSha256Result=true
+    fi
+  else
+    echo "Checksum validation was requested but neither 'sha256sum' or 'shasum' are available." >&2
+    echo "Please install either command, or disable validation by removing 'distributionSha256Sum' from your maven-wrapper.properties." >&2
+    exit 1
+  fi
+  if [ $distributionSha256Result = false ]; then
+    echo "Error: Failed to validate Maven distribution SHA-256, your Maven distribution might be compromised." >&2
+    echo "If you updated your Maven version, you need to update the specified distributionSha256Sum property." >&2
+    exit 1
+  fi
+fi
+
+# unzip and move
+if command -v unzip >/dev/null; then
+  unzip ${__MVNW_QUIET_UNZIP:+"$__MVNW_QUIET_UNZIP"} "$TMP_DOWNLOAD_DIR/$distributionUrlName" -d "$TMP_DOWNLOAD_DIR" || die "failed to unzip"
+else
+  tar xzf${__MVNW_QUIET_TAR:+"$__MVNW_QUIET_TAR"} "$TMP_DOWNLOAD_DIR/$distributionUrlName" -C "$TMP_DOWNLOAD_DIR" || die "failed to untar"
+fi
+
+# Find the actual extracted directory name (handles snapshots where filename != directory name)
+actualDistributionDir=""
+
+# First try the expected directory name (for regular distributions)
+if [ -d "$TMP_DOWNLOAD_DIR/$distributionUrlNameMain" ]; then
+  if [ -f "$TMP_DOWNLOAD_DIR/$distributionUrlNameMain/bin/$MVN_CMD" ]; then
+    actualDistributionDir="$distributionUrlNameMain"
+  fi
+fi
+
+# If not found, search for any directory with the Maven executable (for snapshots)
+if [ -z "$actualDistributionDir" ]; then
+  # enable globbing to iterate over items
+  set +f
+  for dir in "$TMP_DOWNLOAD_DIR"/*; do
+    if [ -d "$dir" ]; then
+      if [ -f "$dir/bin/$MVN_CMD" ]; then
+        actualDistributionDir="$(basename "$dir")"
+        break
+      fi
+    fi
+  done
+  set -f
+fi
+
+if [ -z "$actualDistributionDir" ]; then
+  verbose "Contents of $TMP_DOWNLOAD_DIR:"
+  verbose "$(ls -la "$TMP_DOWNLOAD_DIR")"
+  die "Could not find Maven distribution directory in extracted archive"
+fi
+
+verbose "Found extracted Maven distribution directory: $actualDistributionDir"
+printf %s\\n "$distributionUrl" >"$TMP_DOWNLOAD_DIR/$actualDistributionDir/mvnw.url"
+mv -- "$TMP_DOWNLOAD_DIR/$actualDistributionDir" "$MAVEN_HOME" || [ -d "$MAVEN_HOME" ] || die "fail to move MAVEN_HOME"
+
+clean || :
+exec_maven "$@"

mvnw.cmd

@@ -0,0 +1,189 @@
+<# : batch portion
+@REM ----------------------------------------------------------------------------
+@REM Licensed to the Apache Software Foundation (ASF) under one
+@REM or more contributor license agreements.  See the NOTICE file
+@REM distributed with this work for additional information
+@REM regarding copyright ownership.  The ASF licenses this file
+@REM to you under the Apache License, Version 2.0 (the
+@REM "License"); you may not use this file except in compliance
+@REM with the License.  You may obtain a copy of the License at
+@REM
+@REM    http://www.apache.org/licenses/LICENSE-2.0
+@REM
+@REM Unless required by applicable law or agreed to in writing,
+@REM software distributed under the License is distributed on an
+@REM "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY
+@REM KIND, either express or implied.  See the License for the
+@REM specific language governing permissions and limitations
+@REM under the License.
+@REM ----------------------------------------------------------------------------
+
+@REM ----------------------------------------------------------------------------
+@REM Apache Maven Wrapper startup batch script, version 3.3.4
+@REM
+@REM Optional ENV vars
+@REM   MVNW_REPOURL - repo url base for downloading maven distribution
+@REM   MVNW_USERNAME/MVNW_PASSWORD - user and password for downloading maven
+@REM   MVNW_VERBOSE - true: enable verbose log; others: silence the output
+@REM ----------------------------------------------------------------------------
+
+@IF "%__MVNW_ARG0_NAME__%"=="" (SET __MVNW_ARG0_NAME__=%~nx0)
+@SET __MVNW_CMD__=
+@SET __MVNW_ERROR__=
+@SET __MVNW_PSMODULEP_SAVE=%PSModulePath%
+@SET PSModulePath=
+@FOR /F "usebackq tokens=1* delims==" %%A IN (`powershell -noprofile "& {$scriptDir='%~dp0'; $script='%__MVNW_ARG0_NAME__%'; icm -ScriptBlock ([Scriptblock]::Create((Get-Content -Raw '%~f0'))) -NoNewScope}"`) DO @(
+  IF "%%A"=="MVN_CMD" (set __MVNW_CMD__=%%B) ELSE IF "%%B"=="" (echo %%A) ELSE (echo %%A=%%B)
+)
+@SET PSModulePath=%__MVNW_PSMODULEP_SAVE%
+@SET __MVNW_PSMODULEP_SAVE=
+@SET __MVNW_ARG0_NAME__=
+@SET MVNW_USERNAME=
+@SET MVNW_PASSWORD=
+@IF NOT "%__MVNW_CMD__%"=="" ("%__MVNW_CMD__%" %*)
+@echo Cannot start maven from wrapper >&2 && exit /b 1
+@GOTO :EOF
+: end batch / begin powershell #>
+
+$ErrorActionPreference = "Stop"
+if ($env:MVNW_VERBOSE -eq "true") {
+  $VerbosePreference = "Continue"
+}
+
+# calculate distributionUrl, requires .mvn/wrapper/maven-wrapper.properties
+$distributionUrl = (Get-Content -Raw "$scriptDir/.mvn/wrapper/maven-wrapper.properties" | ConvertFrom-StringData).distributionUrl
+if (!$distributionUrl) {
+  Write-Error "cannot read distributionUrl property in $scriptDir/.mvn/wrapper/maven-wrapper.properties"
+}
+
+switch -wildcard -casesensitive ( $($distributionUrl -replace '^.*/','') ) {
+  "maven-mvnd-*" {
+    $USE_MVND = $true
+    $distributionUrl = $distributionUrl -replace '-bin\.[^.]*$',"-windows-amd64.zip"
+    $MVN_CMD = "mvnd.cmd"
+    break
+  }
+  default {
+    $USE_MVND = $false
+    $MVN_CMD = $script -replace '^mvnw','mvn'
+    break
+  }
+}
+
+# apply MVNW_REPOURL and calculate MAVEN_HOME
+# maven home pattern: ~/.m2/wrapper/dists/{apache-maven-<version>,maven-mvnd-<version>-<platform>}/<hash>
+if ($env:MVNW_REPOURL) {
+  $MVNW_REPO_PATTERN = if ($USE_MVND -eq $False) { "/org/apache/maven/" } else { "/maven/mvnd/" }
+  $distributionUrl = "$env:MVNW_REPOURL$MVNW_REPO_PATTERN$($distributionUrl -replace "^.*$MVNW_REPO_PATTERN",'')"
+}
+$distributionUrlName = $distributionUrl -replace '^.*/',''
+$distributionUrlNameMain = $distributionUrlName -replace '\.[^.]*$','' -replace '-bin$',''
+
+$MAVEN_M2_PATH = "$HOME/.m2"
+if ($env:MAVEN_USER_HOME) {
+  $MAVEN_M2_PATH = "$env:MAVEN_USER_HOME"
+}
+
+if (-not (Test-Path -Path $MAVEN_M2_PATH)) {
+    New-Item -Path $MAVEN_M2_PATH -ItemType Directory | Out-Null
+}
+
+$MAVEN_WRAPPER_DISTS = $null
+if ((Get-Item $MAVEN_M2_PATH).Target[0] -eq $null) {
+  $MAVEN_WRAPPER_DISTS = "$MAVEN_M2_PATH/wrapper/dists"
+} else {
+  $MAVEN_WRAPPER_DISTS = (Get-Item $MAVEN_M2_PATH).Target[0] + "/wrapper/dists"
+}
+
+$MAVEN_HOME_PARENT = "$MAVEN_WRAPPER_DISTS/$distributionUrlNameMain"
+$MAVEN_HOME_NAME = ([System.Security.Cryptography.SHA256]::Create().ComputeHash([byte[]][char[]]$distributionUrl) | ForEach-Object {$_.ToString("x2")}) -join ''
+$MAVEN_HOME = "$MAVEN_HOME_PARENT/$MAVEN_HOME_NAME"
+
+if (Test-Path -Path "$MAVEN_HOME" -PathType Container) {
+  Write-Verbose "found existing MAVEN_HOME at $MAVEN_HOME"
+  Write-Output "MVN_CMD=$MAVEN_HOME/bin/$MVN_CMD"
+  exit $?
+}
+
+if (! $distributionUrlNameMain -or ($distributionUrlName -eq $distributionUrlNameMain)) {
+  Write-Error "distributionUrl is not valid, must end with *-bin.zip, but found $distributionUrl"
+}
+
+# prepare tmp dir
+$TMP_DOWNLOAD_DIR_HOLDER = New-TemporaryFile
+$TMP_DOWNLOAD_DIR = New-Item -Itemtype Directory -Path "$TMP_DOWNLOAD_DIR_HOLDER.dir"
+$TMP_DOWNLOAD_DIR_HOLDER.Delete() | Out-Null
+trap {
+  if ($TMP_DOWNLOAD_DIR.Exists) {
+    try { Remove-Item $TMP_DOWNLOAD_DIR -Recurse -Force | Out-Null }
+    catch { Write-Warning "Cannot remove $TMP_DOWNLOAD_DIR" }
+  }
+}
+
+New-Item -Itemtype Directory -Path "$MAVEN_HOME_PARENT" -Force | Out-Null
+
+# Download and Install Apache Maven
+Write-Verbose "Couldn't find MAVEN_HOME, downloading and installing it ..."
+Write-Verbose "Downloading from: $distributionUrl"
+Write-Verbose "Downloading to: $TMP_DOWNLOAD_DIR/$distributionUrlName"
+
+$webclient = New-Object System.Net.WebClient
+if ($env:MVNW_USERNAME -and $env:MVNW_PASSWORD) {
+  $webclient.Credentials = New-Object System.Net.NetworkCredential($env:MVNW_USERNAME, $env:MVNW_PASSWORD)
+}
+[Net.ServicePointManager]::SecurityProtocol = [Net.SecurityProtocolType]::Tls12
+$webclient.DownloadFile($distributionUrl, "$TMP_DOWNLOAD_DIR/$distributionUrlName") | Out-Null
+
+# If specified, validate the SHA-256 sum of the Maven distribution zip file
+$distributionSha256Sum = (Get-Content -Raw "$scriptDir/.mvn/wrapper/maven-wrapper.properties" | ConvertFrom-StringData).distributionSha256Sum
+if ($distributionSha256Sum) {
+  if ($USE_MVND) {
+    Write-Error "Checksum validation is not supported for maven-mvnd. `nPlease disable validation by removing 'distributionSha256Sum' from your maven-wrapper.properties."
+  }
+  Import-Module $PSHOME\Modules\Microsoft.PowerShell.Utility -Function Get-FileHash
+  if ((Get-FileHash "$TMP_DOWNLOAD_DIR/$distributionUrlName" -Algorithm SHA256).Hash.ToLower() -ne $distributionSha256Sum) {
+    Write-Error "Error: Failed to validate Maven distribution SHA-256, your Maven distribution might be compromised. If you updated your Maven version, you need to update the specified distributionSha256Sum property."
+  }
+}
+
+# unzip and move
+Expand-Archive "$TMP_DOWNLOAD_DIR/$distributionUrlName" -DestinationPath "$TMP_DOWNLOAD_DIR" | Out-Null
+
+# Find the actual extracted directory name (handles snapshots where filename != directory name)
+$actualDistributionDir = ""
+
+# First try the expected directory name (for regular distributions)
+$expectedPath = Join-Path "$TMP_DOWNLOAD_DIR" "$distributionUrlNameMain"
+$expectedMvnPath = Join-Path "$expectedPath" "bin/$MVN_CMD"
+if ((Test-Path -Path $expectedPath -PathType Container) -and (Test-Path -Path $expectedMvnPath -PathType Leaf)) {
+  $actualDistributionDir = $distributionUrlNameMain
+}
+
+# If not found, search for any directory with the Maven executable (for snapshots)
+if (!$actualDistributionDir) {
+  Get-ChildItem -Path "$TMP_DOWNLOAD_DIR" -Directory | ForEach-Object {
+    $testPath = Join-Path $_.FullName "bin/$MVN_CMD"
+    if (Test-Path -Path $testPath -PathType Leaf) {
+      $actualDistributionDir = $_.Name
+    }
+  }
+}
+
+if (!$actualDistributionDir) {
+  Write-Error "Could not find Maven distribution directory in extracted archive"
+}
+
+Write-Verbose "Found extracted Maven distribution directory: $actualDistributionDir"
+Rename-Item -Path "$TMP_DOWNLOAD_DIR/$actualDistributionDir" -NewName $MAVEN_HOME_NAME | Out-Null
+try {
+  Move-Item -Path "$TMP_DOWNLOAD_DIR/$MAVEN_HOME_NAME" -Destination $MAVEN_HOME_PARENT | Out-Null
+} catch {
+  if (! (Test-Path -Path "$MAVEN_HOME" -PathType Container)) {
+    Write-Error "fail to move MAVEN_HOME"
+  }
+} finally {
+  try { Remove-Item $TMP_DOWNLOAD_DIR -Recurse -Force | Out-Null }
+  catch { Write-Warning "Cannot remove $TMP_DOWNLOAD_DIR" }
+}
+
+Write-Output "MVN_CMD=$MAVEN_HOME/bin/$MVN_CMD"

pom.xml

@@ -1,36 +1,162 @@
 <?xml version="1.0" encoding="UTF-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">
-   <modelVersion>4.0.0</modelVersion>
+<!--
+  ~ QQQ - Low-code Application Framework for Engineers.
+  ~ Copyright (C) 2021-2026.  Kingsrook, LLC
+  ~ 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+  ~ contact@kingsrook.com
+  ~ https://github.com/Kingsrook/
+  ~
+  ~ 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
+  ~
+  ~     https://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.
+  -->
 
-   <groupId>com.kingsrook.qbits</groupId>
-   <artifactId>qbit-example-extension</artifactId>
-   <version>0.1.0-SNAPSHOT</version>
-   <packaging>jar</packaging>
-
-   <name>QBit Example Extension</name>
-   <description>Example Extension QBit - rename this for your QBit</description>
+<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>
+      <revision>0.2.0-SNAPSHOT</revision>
       <maven.compiler.source>21</maven.compiler.source>
       <maven.compiler.target>21</maven.compiler.target>
-      <project.build.sourceEncoding>UTF-8</project.build.sourceEncoding>
-      <qqq.version>4.0.0</qqq.version>
+      <jacoco.version>0.8.15</jacoco.version>
+      <h2.version>2.2.224</h2.version>
+      <commonmark.version>0.27.1</commonmark.version>
+      <awssdk.version>2.41.34</awssdk.version>
+      <greenmail.version>2.0.1</greenmail.version>
    </properties>
 
+   <parent>
+      <groupId>com.kingsrook</groupId>
+      <artifactId>qbit-build-parent</artifactId>
+      <version>2.2.1</version>
+   </parent>
+
+   <groupId>com.kingsrook.qbits</groupId>
+   <artifactId>qbit-email</artifactId>
+   <version>${revision}</version>
+   <packaging>jar</packaging>
+
+   <name>QBit Email</name>
+   <description>QBit for email across a QQQ system: an outbox with retries, SMTP, SES, Postmark, SendGrid, Mailgun and Gmail providers, Markdown and MJML templates with branding, delivery tracking, suppression and one-click unsubscribe</description>
+   <url>https://github.com/QRun-IO/qbit-email</url>
+
+   <modelVersion>4.0.0</modelVersion>
+
+   <licenses>
+      <license>
+         <name>Apache License, Version 2.0</name>
+         <url>https://www.apache.org/licenses/LICENSE-2.0</url>
+         <distribution>repo</distribution>
+      </license>
+   </licenses>
+
+   <developers>
+      <developer>
+         <id>kingsrook</id>
+         <name>Kingsrook Team</name>
+         <email>contact@kingsrook.com</email>
+         <organization>Kingsrook, LLC</organization>
+         <organizationUrl>https://kingsrook.com</organizationUrl>
+      </developer>
+   </developers>
+
+   <scm>
+      <connection>scm:git:git://github.com/QRun-IO/qbit-email.git</connection>
+      <developerConnection>scm:git:ssh://github.com:QRun-IO/qbit-email.git</developerConnection>
+      <url>https://github.com/QRun-IO/qbit-email</url>
+      <tag>HEAD</tag>
+   </scm>
+
    <dependencies>
       <dependency>
          <groupId>com.kingsrook.qqq</groupId>
          <artifactId>qqq-backend-core</artifactId>
-         <version>${qqq.version}</version>
+      </dependency>
+
+      <!-- Markdown templates (DESIGN 5.2). -->
+      <dependency>
+         <groupId>org.commonmark</groupId>
+         <artifactId>commonmark</artifactId>
+         <version>${commonmark.version}</version>
+      </dependency>
+      <dependency>
+         <groupId>org.commonmark</groupId>
+         <artifactId>commonmark-ext-gfm-tables</artifactId>
+         <version>${commonmark.version}</version>
+      </dependency>
+      <dependency>
+         <groupId>org.commonmark</groupId>
+         <artifactId>commonmark-ext-autolink</artifactId>
+         <version>${commonmark.version}</version>
+      </dependency>
+
+      <!-- SES transport (DESIGN 3.4): AWS SDK v2 sesv2. -->
+      <dependency>
+         <groupId>software.amazon.awssdk</groupId>
+         <artifactId>sesv2</artifactId>
+         <version>${awssdk.version}</version>
+      </dependency>
+
+      <!-- Webhook and unsubscribe routes (DESIGN 6, 8); the host app provides Javalin. -->
+      <dependency>
+         <groupId>com.kingsrook.qqq</groupId>
+         <artifactId>qqq-middleware-javalin</artifactId>
+         <scope>provided</scope>
       </dependency>
 
+      <dependency>
+         <groupId>com.kingsrook.qqq</groupId>
+         <artifactId>qqq-backend-module-rdbms</artifactId>
+         <scope>test</scope>
+      </dependency>
+      <dependency>
+         <groupId>com.kingsrook.qqq</groupId>
+         <artifactId>qqq-frontend-next</artifactId>
+         <version>1.0.0-RC.38</version>
+         <scope>test</scope>
+      </dependency>
+      <dependency>
+         <groupId>com.icegreen</groupId>
+         <artifactId>greenmail-junit5</artifactId>
+         <version>${greenmail.version}</version>
+         <scope>test</scope>
+      </dependency>
+      <dependency>
+         <groupId>com.h2database</groupId>
+         <artifactId>h2</artifactId>
+         <version>${h2.version}</version>
+         <scope>test</scope>
+      </dependency>
+      <!-- the foreign key guardrail test: docs/ddl on a real PostgreSQL (src/test only) -->
+      <dependency>
+         <groupId>org.postgresql</groupId>
+         <artifactId>postgresql</artifactId>
+         <version>42.7.9</version>
+         <scope>test</scope>
+      </dependency>
+      <dependency>
+         <groupId>org.testcontainers</groupId>
+         <artifactId>testcontainers-postgresql</artifactId>
+         <version>2.0.3</version>
+         <scope>test</scope>
+      </dependency>
+      <!-- EmailDefaultsChangelogTest runs the shipped seed changelog through real Liquibase on H2. -->
+      <dependency>
+         <groupId>org.liquibase</groupId>
+         <artifactId>liquibase-core</artifactId>
+         <version>4.33.0</version>
+         <scope>test</scope>
+      </dependency>
       <dependency>
          <groupId>org.junit.jupiter</groupId>
          <artifactId>junit-jupiter</artifactId>
-         <version>5.10.0</version>
          <scope>test</scope>
       </dependency>
       <dependency>
@@ -42,17 +168,140 @@
    </dependencies>
 
    <build>
+      <resources>
+         <!-- help bundles carry the artifact version (QQQ help bundle provenance) -->
+         <resource>
+            <directory>src/main/resources</directory>
+            <filtering>true</filtering>
+            <includes>
+               <include>help/*.yaml</include>
+               <include>qbit-email.properties</include>
+            </includes>
+         </resource>
+         <resource>
+            <directory>src/main/resources</directory>
+            <filtering>false</filtering>
+            <excludes>
+               <exclude>help/*.yaml</exclude>
+               <exclude>qbit-email.properties</exclude>
+            </excludes>
+         </resource>
+      </resources>
       <plugins>
          <plugin>
             <groupId>org.apache.maven.plugins</groupId>
-            <artifactId>maven-compiler-plugin</artifactId>
-            <version>3.11.0</version>
+            <artifactId>maven-surefire-plugin</artifactId>
+            <configuration>
+               <systemPropertyVariables combine.children="append">
+                  <qbit.artifactVersion>${project.version}</qbit.artifactVersion>
+               </systemPropertyVariables>
+            </configuration>
          </plugin>
          <plugin>
             <groupId>org.apache.maven.plugins</groupId>
-            <artifactId>maven-surefire-plugin</artifactId>
-            <version>3.1.2</version>
+            <artifactId>maven-checkstyle-plugin</artifactId>
+            <version>3.3.1</version>
+            <dependencies>
+               <dependency>
+                  <groupId>com.puppycrawl.tools</groupId>
+                  <artifactId>checkstyle</artifactId>
+                  <version>10.12.6</version>
+               </dependency>
+            </dependencies>
+            <configuration>
+               <configLocation>checkstyle/config.xml</configLocation>
+               <headerLocation>checkstyle/license.txt</headerLocation>
+               <encoding>UTF-8</encoding>
+               <consoleOutput>true</consoleOutput>
+               <failsOnError>false</failsOnError>
+               <failOnViolation>true</failOnViolation>
+               <violationSeverity>warning</violationSeverity>
+               <includeTestSourceDirectory>true</includeTestSourceDirectory>
+            </configuration>
+            <executions>
+               <execution>
+                  <id>validate</id>
+                  <phase>validate</phase>
+                  <goals>
+                     <goal>check</goal>
+                  </goals>
+               </execution>
+            </executions>
+         </plugin>
+         <plugin>
+            <groupId>org.jacoco</groupId>
+            <artifactId>jacoco-maven-plugin</artifactId>
+            <version>${jacoco.version}</version>
+            <configuration>
+               <excludes>
+                  <exclude>com/kingsrook/qbits/email/demo/**</exclude>
+               </excludes>
+            </configuration>
+            <executions>
+               <execution>
+                  <id>prepare-agent</id>
+                  <goals>
+                     <goal>prepare-agent</goal>
+                  </goals>
+               </execution>
+               <execution>
+                  <id>report</id>
+                  <phase>verify</phase>
+                  <goals>
+                     <goal>report</goal>
+                  </goals>
+               </execution>
+               <execution>
+                  <id>check</id>
+                  <goals>
+                     <goal>check</goal>
+                  </goals>
+                  <configuration>
+                     <rules>
+                        <rule>
+                           <element>BUNDLE</element>
+                           <limits>
+                              <limit>
+                                 <counter>INSTRUCTION</counter>
+                                 <value>COVEREDRATIO</value>
+                                 <minimum>0.70</minimum>
+                              </limit>
+                              <limit>
+                                 <counter>CLASS</counter>
+                                 <value>COVEREDRATIO</value>
+                                 <minimum>0.90</minimum>
+                              </limit>
+                           </limits>
+                        </rule>
+                     </rules>
+                  </configuration>
+               </execution>
+            </executions>
          </plugin>
       </plugins>
    </build>
-</project>
+
+   <profiles>
+      <!-- QQQ 4.1 APIs until qbit-build-parent imports the 4.1 BOM (as in qbit-quick-search and qbit-cdn, ADR-0007). -->
+      <profile>
+         <id>qqq-snapshot</id>
+         <activation>
+            <activeByDefault>true</activeByDefault>
+         </activation>
+         <properties>
+            <qqq.snapshot.version>4.1.0-RC.25</qqq.snapshot.version>
+         </properties>
+         <dependencyManagement>
+            <dependencies>
+               <dependency>
+                  <groupId>com.kingsrook.qqq</groupId>
+                  <artifactId>qqq-bom-pom</artifactId>
+                  <version>${qqq.snapshot.version}</version>
+                  <type>pom</type>
+                  <scope>import</scope>
+               </dependency>
+            </dependencies>
+         </dependencyManagement>
+      </profile>
+   </profiles>
+</project>

src/main/java/com/kingsrook/qbits/email/EmailIntegrations.java

@@ -0,0 +1,94 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2025.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * 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
+ *
+ *     https://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.email;
+
+
+import java.util.List;
+import java.util.Map;
+import com.kingsrook.qbits.email.metadata.EmailTables;
+
+
+/*******************************************************************************
+ ** What a host wires into its ESB, Quick Search and API, without this qbit
+ ** depending on those modules (the same opt-in hooks as qbit-sql-workbench).
+ **
+ ** <ul>
+ **   <li>{@link #esbTableNames()}: publish these tables' inserts, updates and
+ **       deletes to an ESB topic (the main tables).</li>
+ **   <li>{@link #quickSearchTables()}: index these in Quick Search, with field
+ **       weights.</li>
+ **   <li>{@link #apiTableNames()}: expose these in the host's QQQ API. The API
+ **       gets exactly the admin's rules: the same permissions, customizers and
+ **       read-only tables.</li>
+ ** </ul>
+ *******************************************************************************/
+public final class EmailIntegrations
+{
+   /*******************************************************************************
+    ** A table for Quick Search: field weights, the timestamp for incremental
+    ** indexing, and the record label.
+    *******************************************************************************/
+   public record SearchableTable(String tableName, Map<String, Integer> fieldWeights, String basepullTimestamp, String recordLabelFormat, List<String> recordLabelFields)
+   {
+   }
+
+
+
+   /*******************************************************************************
+    ** Utility class.
+    *******************************************************************************/
+   private EmailIntegrations()
+   {
+   }
+
+
+
+   /*******************************************************************************
+    ** Tables to publish on the ESB.
+    *******************************************************************************/
+   public static List<String> esbTableNames()
+   {
+      return (List.of(EmailTables.MESSAGE, EmailTables.TEMPLATE, EmailTables.SUPPRESSION));
+   }
+
+
+
+   /*******************************************************************************
+    ** Tables for the host's QQQ API.
+    *******************************************************************************/
+   public static List<String> apiTableNames()
+   {
+      return (List.of(EmailTables.MESSAGE, EmailTables.TEMPLATE, EmailTables.SUPPRESSION));
+   }
+
+
+
+   /*******************************************************************************
+    ** Tables for Quick Search.
+    *******************************************************************************/
+   public static List<SearchableTable> quickSearchTables()
+   {
+      return (List.of(
+         new SearchableTable(EmailTables.MESSAGE, Map.of("id", 10, "providerMessageId", 8, "status", 4, "linkedRecordId", 3), "modifyDate", "%s", List.of("id")),
+         new SearchableTable(EmailTables.TEMPLATE, Map.of("name", 10, "label", 8, "description", 3), "modifyDate", "%s", List.of("name")),
+         new SearchableTable(EmailTables.SUPPRESSION, Map.of("address", 10, "scope", 4, "reason", 3), "modifyDate", "%s", List.of("address"))));
+   }
+}

src/main/java/com/kingsrook/qbits/email/EmailQBitConfig.java

@@ -0,0 +1,627 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2025.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * 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
+ *
+ *     https://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.email;
+
+
+import java.util.HashSet;
+import java.util.List;
+import java.util.Set;
+import java.util.function.Function;
+import java.util.regex.Pattern;
+import com.kingsrook.qqq.backend.core.model.metadata.QInstance;
+import com.kingsrook.qqq.backend.core.model.metadata.fields.QFieldMetaData;
+import com.kingsrook.qqq.backend.core.model.metadata.producers.MetaDataCustomizerInterface;
+import com.kingsrook.qqq.backend.core.model.metadata.qbits.QBitConfig;
+import com.kingsrook.qqq.backend.core.model.metadata.security.RecordSecurityLock;
+import com.kingsrook.qqq.backend.core.model.metadata.tables.QTableMetaData;
+
+
+/*******************************************************************************
+ ** Configuration for phase (a) email delivery.
+ *******************************************************************************/
+public class EmailQBitConfig implements QBitConfig
+{
+   private com.kingsrook.qbits.email.template.MjmlCompilerInterface mjmlCompiler;
+   private java.util.Map<String, com.kingsrook.qbits.email.phi.EmailClassifications.Level> classificationOverrides = java.util.Map.of();
+   private java.util.function.Supplier<com.kingsrook.qbits.email.transport.EmailTransportRegistry> transportRegistryFactory = com.kingsrook.qbits.email.transport.EmailTransportRegistry::new;
+   private Set<String> allowedImageHosts = Set.of();
+   private String backendName;
+   private String schedulerName;
+   private String publicBaseUrl;
+   private String webhookBasePath = "/qqq/hooks/email";
+   private String defaultProviderName;
+   private String bridgeProviderName = "qbitEmail";
+   private Function<String, String> secretResolver = System::getenv;
+   private boolean allowPlaintextSmtpAuth = false;
+   private Set<String> allowedEnvNames = Set.of();
+   private Integer dispatchIntervalSeconds = 15;
+   private Integer batchSize = 100;
+   private Integer maxAttempts = 6;
+   private List<Integer> retryMinutes = List.of(1, 5, 15, 60, 240, 720);
+   private Integer leaseSeconds = 120;
+   private Integer bodyRetentionDays = 30;
+   private Integer messageRetentionDays = 0;
+   private String templatePermissionBaseName;
+   private String appName = "email";
+   private String appLabel = "Email";
+   private List<QFieldMetaData> securityFields = List.of();
+   private List<RecordSecurityLock> recordSecurityLocks = List.of();
+   private MetaDataCustomizerInterface<QTableMetaData> tableMetaDataCustomizer;
+
+   /*******************************************************************************
+    ** Optional host permission base for template reads/writes only.
+    *******************************************************************************/
+   public String getTemplatePermissionBaseName()
+   {
+      return (templatePermissionBaseName);
+   }
+
+   /*******************************************************************************
+    ** Grant no provider, delivery, PHI approval or other email settings access.
+    *******************************************************************************/
+   public EmailQBitConfig withTemplatePermissionBaseName(String templatePermissionBaseName)
+   {
+      this.templatePermissionBaseName = templatePermissionBaseName;
+      return (this);
+   }
+
+   public static final Pattern ENV_NAME = Pattern.compile("^[A-Z_][A-Z0-9_]{0,99}$");
+
+   /*******************************************************************************
+    ** Whether the host explicitly permits SMTP credentials without TLS.
+    *******************************************************************************/
+   public boolean getAllowPlaintextSmtpAuth()
+   {
+      return (allowPlaintextSmtpAuth);
+   }
+
+   /*******************************************************************************
+    ** Opt in to plaintext SMTP authentication outside loopback.
+    *******************************************************************************/
+   public EmailQBitConfig withAllowPlaintextSmtpAuth(boolean allowPlaintextSmtpAuth)
+   {
+      this.allowPlaintextSmtpAuth = allowPlaintextSmtpAuth;
+      return (this);
+   }
+
+   /*******************************************************************************
+    ** Validate against the host instance.
+    *******************************************************************************/
+   @Override
+   public void validate(QInstance instance, List<String> errors)
+   {
+      if(webhookBasePath == null || !webhookBasePath.matches("/(?:[A-Za-z0-9_-]+/)*[A-Za-z0-9_-]+")
+         || webhookBasePath.equals("/qqq/v1") || webhookBasePath.startsWith("/qqq/v1/"))
+      {
+         errors.add("webhookBasePath must be an absolute path outside /qqq/v1, without a trailing slash");
+      }
+      if(backendName == null || backendName.isBlank())
+      {
+         errors.add("backendName is required");
+      }
+      else if(instance.getBackend(backendName) == null)
+      {
+         errors.add("backend not found: " + backendName);
+      }
+      if(schedulerName != null && instance.getScheduler(schedulerName) == null)
+      {
+         errors.add("schedulerName is not a scheduler in the instance");
+      }
+      if(maxAttempts == null || maxAttempts < 1 || batchSize == null || batchSize < 1 || dispatchIntervalSeconds == null || dispatchIntervalSeconds < 1)
+      {
+         errors.add("Attempts, batch size and dispatch interval must be positive");
+      }
+      if(leaseSeconds == null || leaseSeconds < 60)
+      {
+         errors.add("leaseSeconds must be at least 60, longer than transport timeouts");
+      }
+      if(retryMinutes == null || retryMinutes.isEmpty() || retryMinutes.stream().anyMatch(n -> n == null || n < 1))
+      {
+         errors.add("retryMinutes must contain positive delays");
+      }
+      if(bodyRetentionDays == null || bodyRetentionDays < 0 || messageRetentionDays == null || messageRetentionDays < 0)
+      {
+         errors.add("Retention days must not be negative");
+      }
+      if(secretResolver == null || allowedEnvNames == null || allowedEnvNames.stream().anyMatch(n -> n == null || !ENV_NAME.matcher(n).matches()))
+      {
+         errors.add("A secret resolver and valid allowed environment names are required");
+      }
+      if(bridgeProviderName == null || bridgeProviderName.isBlank() || appName == null || appName.isBlank())
+      {
+         errors.add("Bridge provider and app names are required");
+      }
+   }
+
+   /*******************************************************************************
+    ** Retry minutes after a one-based attempt, repeating the final delay.
+    *******************************************************************************/
+   public int retryMinutesAfterAttempt(int number)
+   {
+      return (retryMinutes.get(Math.max(0, Math.min(number - 1, retryMinutes.size() - 1))));
+   }
+
+   /*******************************************************************************
+    ** Allowed names include the documented defaults for this provider kind.
+    *******************************************************************************/
+   public Set<String> effectiveAllowedEnvNames(String kind)
+   {
+      Set<String> names = new HashSet<>(allowedEnvNames);
+      names.addAll(switch(kind == null ? "" : kind)
+      {
+         case "SMTP", "GMAIL_SMTP" -> Set.of("EMAIL_SMTP_USERNAME", "EMAIL_SMTP_PASSWORD", "EMAIL_GMAIL_USERNAME", "EMAIL_GMAIL_APP_PASSWORD", "GMAIL_USERNAME", "GMAIL_APP_PASSWORD");
+         case "SES" -> Set.of("AWS_ACCESS_KEY_ID", "AWS_SECRET_ACCESS_KEY", "AWS_SESSION_TOKEN");
+         case "POSTMARK" -> Set.of("EMAIL_POSTMARK_SERVER_TOKEN", "EMAIL_POSTMARK_WEBHOOK_PASSWORD", "POSTMARK_SERVER_TOKEN", "POSTMARK_WEBHOOK_PASSWORD");
+         case "SENDGRID" -> Set.of("EMAIL_SENDGRID_API_KEY", "EMAIL_SENDGRID_WEBHOOK_PUBLIC_KEY", "SENDGRID_API_KEY", "SENDGRID_WEBHOOK_PUBLIC_KEY");
+         case "MAILGUN" -> Set.of("EMAIL_MAILGUN_API_KEY", "EMAIL_MAILGUN_SIGNING_KEY", "MAILGUN_API_KEY", "MAILGUN_WEBHOOK_SIGNING_KEY");
+         case "GMAIL_API" -> Set.of("EMAIL_GMAIL_CLIENT_ID", "EMAIL_GMAIL_CLIENT_SECRET", "EMAIL_GMAIL_REFRESH_TOKEN");
+         default -> Set.of();
+      });
+      return (names);
+   }
+
+
+   /*******************************************************************************
+    ** Getter for backendName.
+    *******************************************************************************/
+   public String getBackendName()
+   {
+      return (backendName);
+   }
+
+
+   /*******************************************************************************
+    ** Fluent setter for backendName.
+    *******************************************************************************/
+   public EmailQBitConfig withBackendName(String backendName)
+   {
+      this.backendName = backendName;
+      return (this);
+   }
+
+
+   /*******************************************************************************
+    ** Getter for schedulerName.
+    *******************************************************************************/
+   public String getSchedulerName()
+   {
+      return (schedulerName);
+   }
+
+
+   /*******************************************************************************
+    ** Fluent setter for schedulerName.
+    *******************************************************************************/
+   public EmailQBitConfig withSchedulerName(String schedulerName)
+   {
+      this.schedulerName = schedulerName;
+      return (this);
+   }
+
+
+   /*******************************************************************************
+    ** Getter for publicBaseUrl.
+    *******************************************************************************/
+   public String getPublicBaseUrl()
+   {
+      return (publicBaseUrl);
+   }
+
+   /*******************************************************************************
+    ** Public provider and unsubscribe route base.
+    *******************************************************************************/
+   public String getWebhookBasePath()
+   {
+      return (webhookBasePath);
+   }
+
+   /*******************************************************************************
+    ** Configure the route base and queue-time unsubscribe URLs together.
+    *******************************************************************************/
+   public EmailQBitConfig withWebhookBasePath(String webhookBasePath)
+   {
+      this.webhookBasePath = webhookBasePath;
+      return (this);
+   }
+
+
+   /*******************************************************************************
+    ** Fluent setter for publicBaseUrl.
+    *******************************************************************************/
+   public EmailQBitConfig withPublicBaseUrl(String publicBaseUrl)
+   {
+      this.publicBaseUrl = publicBaseUrl;
+      return (this);
+   }
+
+
+   /*******************************************************************************
+    ** Getter for defaultProviderName.
+    *******************************************************************************/
+   public String getDefaultProviderName()
+   {
+      return (defaultProviderName);
+   }
+
+
+   /*******************************************************************************
+    ** Fluent setter for defaultProviderName.
+    *******************************************************************************/
+   public EmailQBitConfig withDefaultProviderName(String defaultProviderName)
+   {
+      this.defaultProviderName = defaultProviderName;
+      return (this);
+   }
+
+
+   /*******************************************************************************
+    ** Getter for bridgeProviderName.
+    *******************************************************************************/
+   public String getBridgeProviderName()
+   {
+      return (bridgeProviderName);
+   }
+
+
+   /*******************************************************************************
+    ** Fluent setter for bridgeProviderName.
+    *******************************************************************************/
+   public EmailQBitConfig withBridgeProviderName(String bridgeProviderName)
+   {
+      this.bridgeProviderName = bridgeProviderName;
+      return (this);
+   }
+
+
+   /*******************************************************************************
+    ** Getter for secretResolver.
+    *******************************************************************************/
+   public Function<String, String> getSecretResolver()
+   {
+      return (secretResolver);
+   }
+
+
+   /*******************************************************************************
+    ** Fluent setter for secretResolver.
+    *******************************************************************************/
+   public EmailQBitConfig withSecretResolver(Function<String, String> secretResolver)
+   {
+      this.secretResolver = secretResolver;
+      return (this);
+   }
+
+
+   /*******************************************************************************
+    ** Getter for allowedEnvNames.
+    *******************************************************************************/
+   public Set<String> getAllowedEnvNames()
+   {
+      return (allowedEnvNames);
+   }
+
+
+   /*******************************************************************************
+    ** Fluent setter for allowedEnvNames.
+    *******************************************************************************/
+   public EmailQBitConfig withAllowedEnvNames(Set<String> allowedEnvNames)
+   {
+      this.allowedEnvNames = allowedEnvNames;
+      return (this);
+   }
+
+
+   /*******************************************************************************
+    ** Getter for dispatchIntervalSeconds.
+    *******************************************************************************/
+   public Integer getDispatchIntervalSeconds()
+   {
+      return (dispatchIntervalSeconds);
+   }
+
+
+   /*******************************************************************************
+    ** Fluent setter for dispatchIntervalSeconds.
+    *******************************************************************************/
+   public EmailQBitConfig withDispatchIntervalSeconds(Integer dispatchIntervalSeconds)
+   {
+      this.dispatchIntervalSeconds = dispatchIntervalSeconds;
+      return (this);
+   }
+
+
+   /*******************************************************************************
+    ** Getter for batchSize.
+    *******************************************************************************/
+   public Integer getBatchSize()
+   {
+      return (batchSize);
+   }
+
+
+   /*******************************************************************************
+    ** Fluent setter for batchSize.
+    *******************************************************************************/
+   public EmailQBitConfig withBatchSize(Integer batchSize)
+   {
+      this.batchSize = batchSize;
+      return (this);
+   }
+
+
+   /*******************************************************************************
+    ** Getter for maxAttempts.
+    *******************************************************************************/
+   public Integer getMaxAttempts()
+   {
+      return (maxAttempts);
+   }
+
+
+   /*******************************************************************************
+    ** Fluent setter for maxAttempts.
+    *******************************************************************************/
+   public EmailQBitConfig withMaxAttempts(Integer maxAttempts)
+   {
+      this.maxAttempts = maxAttempts;
+      return (this);
+   }
+
+
+   /*******************************************************************************
+    ** Getter for retryMinutes.
+    *******************************************************************************/
+   public List<Integer> getRetryMinutes()
+   {
+      return (retryMinutes);
+   }
+
+
+   /*******************************************************************************
+    ** Fluent setter for retryMinutes.
+    *******************************************************************************/
+   public EmailQBitConfig withRetryMinutes(List<Integer> retryMinutes)
+   {
+      this.retryMinutes = retryMinutes;
+      return (this);
+   }
+
+
+   /*******************************************************************************
+    ** Getter for leaseSeconds.
+    *******************************************************************************/
+   public Integer getLeaseSeconds()
+   {
+      return (leaseSeconds);
+   }
+
+
+   /*******************************************************************************
+    ** Fluent setter for leaseSeconds.
+    *******************************************************************************/
+   public EmailQBitConfig withLeaseSeconds(Integer leaseSeconds)
+   {
+      this.leaseSeconds = leaseSeconds;
+      return (this);
+   }
+
+
+   /*******************************************************************************
+    ** Getter for bodyRetentionDays.
+    *******************************************************************************/
+   public Integer getBodyRetentionDays()
+   {
+      return (bodyRetentionDays);
+   }
+
+
+   /*******************************************************************************
+    ** Fluent setter for bodyRetentionDays.
+    *******************************************************************************/
+   public EmailQBitConfig withBodyRetentionDays(Integer bodyRetentionDays)
+   {
+      this.bodyRetentionDays = bodyRetentionDays;
+      return (this);
+   }
+
+
+   /*******************************************************************************
+    ** Getter for messageRetentionDays.
+    *******************************************************************************/
+   public Integer getMessageRetentionDays()
+   {
+      return (messageRetentionDays);
+   }
+
+
+   /*******************************************************************************
+    ** Fluent setter for messageRetentionDays.
+    *******************************************************************************/
+   public EmailQBitConfig withMessageRetentionDays(Integer messageRetentionDays)
+   {
+      this.messageRetentionDays = messageRetentionDays;
+      return (this);
+   }
+
+
+   /*******************************************************************************
+    ** Getter for appName.
+    *******************************************************************************/
+   public String getAppName()
+   {
+      return (appName);
+   }
+
+
+   /*******************************************************************************
+    ** Fluent setter for appName.
+    *******************************************************************************/
+   public EmailQBitConfig withAppName(String appName)
+   {
+      this.appName = appName;
+      return (this);
+   }
+
+
+   /*******************************************************************************
+    ** Getter for appLabel.
+    *******************************************************************************/
+   public String getAppLabel()
+   {
+      return (appLabel);
+   }
+
+
+   /*******************************************************************************
+    ** Fluent setter for appLabel.
+    *******************************************************************************/
+   public EmailQBitConfig withAppLabel(String appLabel)
+   {
+      this.appLabel = appLabel;
+      return (this);
+   }
+
+
+   /*******************************************************************************
+    ** Getter for securityFields.
+    *******************************************************************************/
+   public List<QFieldMetaData> getSecurityFields()
+   {
+      return (securityFields);
+   }
+
+
+   /*******************************************************************************
+    ** Fluent setter for securityFields.
+    *******************************************************************************/
+   public EmailQBitConfig withSecurityFields(List<QFieldMetaData> securityFields)
+   {
+      this.securityFields = securityFields;
+      return (this);
+   }
+
+
+   /*******************************************************************************
+    ** Getter for recordSecurityLocks.
+    *******************************************************************************/
+   public List<RecordSecurityLock> getRecordSecurityLocks()
+   {
+      return (recordSecurityLocks);
+   }
+
+
+   /*******************************************************************************
+    ** Fluent setter for recordSecurityLocks.
+    *******************************************************************************/
+   public EmailQBitConfig withRecordSecurityLocks(List<RecordSecurityLock> recordSecurityLocks)
+   {
+      this.recordSecurityLocks = recordSecurityLocks;
+      return (this);
+   }
+
+
+   /*******************************************************************************
+    ** Getter for tableMetaDataCustomizer.
+    *******************************************************************************/
+   public MetaDataCustomizerInterface<QTableMetaData> getTableMetaDataCustomizer()
+   {
+      return (tableMetaDataCustomizer);
+   }
+
+
+   /*******************************************************************************
+    ** Fluent setter for tableMetaDataCustomizer.
+    *******************************************************************************/
+   public EmailQBitConfig withTableMetaDataCustomizer(MetaDataCustomizerInterface<QTableMetaData> tableMetaDataCustomizer)
+   {
+      this.tableMetaDataCustomizer = tableMetaDataCustomizer;
+      return (this);
+   }
+
+   /*******************************************************************************
+    ** Activation-time compiler, optional unless MJML templates are used.
+    *******************************************************************************/
+   public com.kingsrook.qbits.email.template.MjmlCompilerInterface getMjmlCompiler()
+   {
+      return (mjmlCompiler);
+   }
+
+   /*******************************************************************************
+    ** Configure a compiler without introducing a runtime dependency.
+    *******************************************************************************/
+   public EmailQBitConfig withMjmlCompiler(com.kingsrook.qbits.email.template.MjmlCompilerInterface compiler)
+   {
+      mjmlCompiler = compiler;
+      return (this);
+   }
+
+   /*******************************************************************************
+    ** Field classifications used until core supplies classification metadata.
+    *******************************************************************************/
+   public java.util.Map<String, com.kingsrook.qbits.email.phi.EmailClassifications.Level> getClassificationOverrides()
+   {
+      return (classificationOverrides);
+   }
+
+   /*******************************************************************************
+    ** Configure explicit table.field classifications.
+    *******************************************************************************/
+   public EmailQBitConfig withClassificationOverrides(java.util.Map<String, com.kingsrook.qbits.email.phi.EmailClassifications.Level> overrides)
+   {
+      classificationOverrides = java.util.Map.copyOf(overrides);
+      return (this);
+   }
+
+   /*******************************************************************************
+    ** Additional HTTPS image hosts permitted for approved email content.
+    *******************************************************************************/
+   public Set<String> getAllowedImageHosts()
+   {
+      return (allowedImageHosts);
+   }
+
+   /*******************************************************************************
+    ** Configure exact host names, without wildcards or URL paths.
+    *******************************************************************************/
+   public EmailQBitConfig withAllowedImageHosts(Set<String> hosts)
+   {
+      allowedImageHosts = hosts.stream().map(host -> host.toLowerCase(java.util.Locale.ROOT)).collect(java.util.stream.Collectors.toUnmodifiableSet());
+      return (this);
+   }
+
+   /*******************************************************************************
+    ** Fresh transports for every dispatcher, including process actions.
+    *******************************************************************************/
+   public com.kingsrook.qbits.email.transport.EmailTransportRegistry newTransportRegistry()
+   {
+      return (transportRegistryFactory.get());
+   }
+
+   /*******************************************************************************
+    ** Host-scoped transport injection for embedded applications and local demos.
+    *******************************************************************************/
+   public EmailQBitConfig withTransportRegistryFactory(java.util.function.Supplier<com.kingsrook.qbits.email.transport.EmailTransportRegistry> factory)
+   {
+      transportRegistryFactory = java.util.Objects.requireNonNull(factory);
+      return (this);
+   }
+
+}

src/main/java/com/kingsrook/qbits/email/EmailQBitProducer.java

@@ -0,0 +1,259 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2025.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * 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
+ *
+ *     https://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.email;
+
+
+import java.io.IOException;
+import java.io.InputStream;
+import java.util.ArrayList;
+import java.util.LinkedHashMap;
+import java.util.List;
+import java.util.Map;
+import java.util.Properties;
+import com.kingsrook.qbits.email.app.EmailApp;
+import com.kingsrook.qbits.email.bridge.EmailOutboxMessagingProviderMetaData;
+import com.kingsrook.qbits.email.delivery.EmailAlerts;
+import com.kingsrook.qbits.email.health.EmailHealthChecks;
+import com.kingsrook.qbits.email.metadata.EmailTableCustomizers;
+import com.kingsrook.qbits.email.metadata.EmailTables;
+import com.kingsrook.qbits.email.processes.EmailProcesses;
+import com.kingsrook.qqq.backend.core.actions.customizers.TableCustomizers;
+import com.kingsrook.qqq.backend.core.exceptions.QException;
+import com.kingsrook.qqq.backend.core.model.metadata.MetaDataProducerMultiOutput;
+import com.kingsrook.qqq.backend.core.model.metadata.QInstance;
+import com.kingsrook.qqq.backend.core.model.metadata.code.QCodeReference;
+import com.kingsrook.qqq.backend.core.model.metadata.fields.QFieldType;
+import com.kingsrook.qqq.backend.core.model.metadata.fields.QVirtualFieldMetaData;
+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;
+import com.kingsrook.qqq.backend.core.model.metadata.tables.QFieldSectionAlternativeType;
+import com.kingsrook.qqq.backend.core.model.metadata.tables.QTableMetaData;
+
+
+/*******************************************************************************
+ ** Entry point of the email outbox qbit.
+ *******************************************************************************/
+public class EmailQBitProducer implements QBitMetaDataProducer<EmailQBitConfig>
+{
+   public static final String GROUP_ID    = "com.kingsrook.qbits";
+   public static final String ARTIFACT_ID = "qbit-email";
+   public static final String VERSION     = loadVersion();
+
+   private EmailQBitConfig qBitConfig;
+   private String          namespace;
+
+
+
+   /*******************************************************************************
+    ** Read the artifact version from the Maven-filtered resource.
+    *******************************************************************************/
+   private static String loadVersion()
+   {
+      try(InputStream inputStream = EmailQBitProducer.class.getClassLoader().getResourceAsStream("qbit-email.properties"))
+      {
+         if(inputStream == null)
+         {
+            throw new IllegalStateException("Missing qbit-email.properties; build with Maven to generate the artifact version");
+         }
+         Properties properties = new Properties();
+         properties.load(inputStream);
+         String version = properties.getProperty("version");
+         if(version == null || version.isBlank() || version.contains("${"))
+         {
+            throw new IllegalStateException("Missing or unfiltered version in qbit-email.properties; build with Maven");
+         }
+         return (version);
+      }
+      catch(IOException e)
+      {
+         throw new IllegalStateException("Could not read artifact version from qbit-email.properties", e);
+      }
+   }
+
+
+
+   /*******************************************************************************
+    ** Fluent setter for the config.
+    *******************************************************************************/
+   public EmailQBitProducer withQBitConfig(EmailQBitConfig config)
+   {
+      this.qBitConfig = config;
+      return (this);
+   }
+
+
+
+   /*******************************************************************************
+    ** Getter for the config.
+    *******************************************************************************/
+   @Override
+   public EmailQBitConfig getQBitConfig()
+   {
+      return (qBitConfig);
+   }
+
+
+
+   /*******************************************************************************
+    ** Fluent setter for the namespace.
+    *******************************************************************************/
+   public EmailQBitProducer withNamespace(String namespace)
+   {
+      this.namespace = namespace;
+      return (this);
+   }
+
+
+
+   /*******************************************************************************
+    ** Getter for the namespace.
+    *******************************************************************************/
+   @Override
+   public String getNamespace()
+   {
+      return (namespace);
+   }
+
+
+
+   /*******************************************************************************
+    ** Identity.
+    *******************************************************************************/
+   @Override
+   public QBitMetaData getQBitMetaData()
+   {
+      return (new QBitMetaData().withGroupId(GROUP_ID).withArtifactId(ARTIFACT_ID).withVersion(VERSION).withNamespace(namespace).withConfig(qBitConfig));
+   }
+
+
+
+   /*******************************************************************************
+    ** Package-scanned producers have no config: skip them.
+    *******************************************************************************/
+   @Override
+   public boolean isEnabled()
+   {
+      return (qBitConfig != null);
+   }
+
+
+
+   /*******************************************************************************
+    ** Validate and register the tables, bridge, processes, alerts and app.
+    *******************************************************************************/
+   @Override
+   public MetaDataProducerMultiOutput produce(QInstance qInstance) throws QException
+   {
+      List<String> errors = new ArrayList<>();
+      qBitConfig.validate(qInstance, errors);
+      if(!errors.isEmpty())
+      {
+         throw (new QException("Email qbit configuration is invalid: " + String.join("; ", errors)));
+      }
+      qInstance.addQBit(getQBitMetaData());
+      MetaDataProducerMultiOutput output = new MetaDataProducerMultiOutput();
+      EmailTables.possibleValueSources().forEach(output::add);
+      Map<String, QTableMetaData> tables = new LinkedHashMap<>();
+      for(QTableMetaData table : EmailTables.tables(qBitConfig))
+      {
+         Class<?> customizer = EmailTables.PROVIDER.equals(table.getName()) ? EmailTableCustomizers.ProviderCustomizer.class
+            : EmailTables.SENDER.equals(table.getName()) ? EmailTableCustomizers.SenderAddressCustomizer.class
+            : EmailTables.SUPPRESSION.equals(table.getName()) ? EmailTableCustomizers.SuppressionCustomizer.class
+            : List.of(EmailTables.TEMPLATE, EmailTables.VERSION, EmailTables.BRAND).contains(table.getName()) ? com.kingsrook.qbits.email.template.EmailTemplateCustomizers.class : null;
+         if(customizer != null)
+         {
+            table.withCustomizer(TableCustomizers.PRE_INSERT_RECORD, new QCodeReference(customizer))
+               .withCustomizer(TableCustomizers.PRE_UPDATE_RECORD, new QCodeReference(customizer))
+               .withCustomizer(TableCustomizers.PRE_DELETE_RECORD, new QCodeReference(customizer));
+         }
+         if(EmailTables.MESSAGE.equals(table.getName()))
+         {
+            table.withCustomizer(TableCustomizers.POST_QUERY_RECORD, new QCodeReference(EmailTableCustomizers.MessageLinksCustomizer.class));
+         }
+         if(EmailTables.VERSION.equals(table.getName()))
+         {
+            table.withCustomizer(TableCustomizers.POST_QUERY_RECORD, new QCodeReference(com.kingsrook.qbits.email.template.EmailVersionLabels.class));
+         }
+         if(EmailTables.PROVIDER.equals(table.getName()))
+         {
+            table.withCustomizer(TableCustomizers.POST_QUERY_RECORD, new QCodeReference(EmailTableCustomizers.ProviderCustomizer.class));
+            for(String field : List.of("usernameEnvName", "secretEnvName", "webhookSecretEnvName"))
+            {
+               table.withVirtualField(new QVirtualFieldMetaData(field + "Status", QFieldType.STRING)
+                  .withLabel(field.equals("usernameEnvName") ? "Username set" : field.equals("secretEnvName") ? "Secret set" : "Webhook secret set")
+                  .withIsEditable(false).withIsQuerySelectable(true));
+            }
+            table.getSections().get(1).withAlternative(QFieldSectionAlternativeType.RECORD_VIEW, section ->
+            {
+               List<String> fields = new ArrayList<>(section.getFieldNames());
+               fields.addAll(List.of("usernameEnvNameStatus", "secretEnvNameStatus", "webhookSecretEnvNameStatus"));
+               section.setFieldNames(fields);
+            });
+         }
+         if(qBitConfig.getTableMetaDataCustomizer() != null)
+         {
+            table = qBitConfig.getTableMetaDataCustomizer().customizeMetaData(qInstance, table);
+         }
+         table.setSourceQBitName(getQBitMetaData().getName());
+         tables.put(table.getName(), table);
+         output.add(table);
+      }
+      EmailTables.joins().forEach(output::add);
+      EmailTables.childWidgets().forEach(output::add);
+      EmailApp.widgets().forEach(output::add);
+      EmailProcesses.processes(qBitConfig).forEach(process ->
+      {
+         process.setSourceQBitName(getQBitMetaData().getName());
+         output.add(process);
+      });
+      EmailAlerts.types().forEach(output::add);
+      output.add(EmailApp.app(qBitConfig, tables));
+      output.add(new EmailOutboxMessagingProviderMetaData().withName(qBitConfig.getBridgeProviderName()));
+      output.addSelfToInstance(qInstance);
+      EmailHealthChecks.register(qInstance);
+      // Registration is metadata-only; core's startup sync guards hosts without helpContent.
+      HelpBundles.register(qInstance, "help/qbit-email.yaml");
+      HelpBundles.of(qInstance).getBundles().stream().filter(bundle -> "qbit-email".equals(bundle.getId()))
+         .flatMap(bundle -> bundle.getEntries().stream()).filter(entry -> "app:email;slot:help".equals(entry.getKey()))
+         .forEach(entry -> entry.setKey("app:" + qBitConfig.getAppName() + ";slot:help"));
+      registerWebhooks(qInstance);
+      com.kingsrook.qbits.email.outbox.EmailJobEffectTarget.register(qInstance);
+      return (new MetaDataProducerMultiOutput());
+   }
+
+   /*******************************************************************************
+    ** Keep optional provided middleware linkage outside non-web applications.
+    *******************************************************************************/
+   private static void registerWebhooks(QInstance instance) throws QException
+   {
+      try
+      {
+         Class.forName("io.javalin.Javalin");
+         Class.forName("com.kingsrook.qqq.middleware.javalin.QJavalinMetaData");
+      }
+      catch(ClassNotFoundException e)
+      {
+         return;
+      }
+      com.kingsrook.qbits.email.webhook.EmailWebhookRouteProvider.register(instance);
+   }
+}

src/main/java/com/kingsrook/qbits/email/EmailRuntime.java

@@ -0,0 +1,126 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2025.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * 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
+ *
+ *     https://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.email;
+
+
+import java.lang.management.ManagementFactory;
+import java.time.Clock;
+import java.util.UUID;
+import com.kingsrook.qqq.backend.core.context.QContext;
+import com.kingsrook.qqq.backend.core.model.metadata.QInstance;
+import com.kingsrook.qqq.backend.core.model.metadata.qbits.QBitMetaData;
+
+
+/*******************************************************************************
+ ** Runtime lookups for the qbit.
+ **
+ ** <p>The config is read from the current QInstance on every call (never held
+ ** in a static), so reconfiguring, or two instances in one JVM, never see
+ ** stale settings. The only JVM-wide state is the runner identity
+ ** and the clock, which tests replace.</p>
+ *******************************************************************************/
+public final class EmailRuntime
+{
+
+   private static final String NODE_ID = ManagementFactory.getRuntimeMXBean().getName() + "/" + UUID.randomUUID().toString().substring(0, 8);
+
+   private static volatile Clock                         clock    = Clock.systemUTC();
+
+
+
+   /*******************************************************************************
+    ** Utility class.
+    *******************************************************************************/
+   private EmailRuntime()
+   {
+   }
+
+
+
+   /*******************************************************************************
+    ** The config in the current instance, or null when the qbit is not installed.
+    *******************************************************************************/
+   public static EmailQBitConfig config()
+   {
+      return (config(QContext.getQInstance()));
+   }
+
+
+
+   /*******************************************************************************
+    ** The config in an instance, or null when the qbit is not installed.
+    *******************************************************************************/
+   public static EmailQBitConfig config(QInstance qInstance)
+   {
+      if(qInstance == null || qInstance.getQBits() == null)
+      {
+         return (null);
+      }
+      for(QBitMetaData qBit : qInstance.getQBits().values())
+      {
+         if(EmailQBitProducer.ARTIFACT_ID.equals(qBit.getArtifactId()) && qBit.getConfig() instanceof EmailQBitConfig config)
+         {
+            return (config);
+         }
+      }
+      return (null);
+   }
+
+
+
+   /*******************************************************************************
+    ** True when the qbit is installed in the current instance.
+    *******************************************************************************/
+   public static boolean isInstalled()
+   {
+      return (config() != null);
+   }
+
+
+
+   /*******************************************************************************
+    ** The clock (tests replace it).
+    *******************************************************************************/
+   public static Clock clock()
+   {
+      return (clock);
+   }
+
+
+
+   /*******************************************************************************
+    ** Replace the clock (tests).
+    *******************************************************************************/
+   public static void setClock(Clock newClock)
+   {
+      clock = newClock == null ? Clock.systemUTC() : newClock;
+   }
+
+
+
+   /*******************************************************************************
+    ** Runner identity stored on claimed attempts.
+    *******************************************************************************/
+   public static String nodeId()
+   {
+      return (NODE_ID);
+   }
+}

src/main/java/com/kingsrook/qbits/email/api/EmailApi.java

@@ -0,0 +1,592 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2025.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * 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
+ *
+ *     https://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.email.api;
+
+
+import java.util.ArrayList;
+import java.util.EnumSet;
+import java.util.List;
+import java.util.Optional;
+import java.util.Set;
+import java.util.function.Function;
+import com.kingsrook.qbits.email.EmailRuntime;
+import com.kingsrook.qbits.email.metadata.EmailTableCustomizers;
+import com.kingsrook.qbits.email.metadata.EmailTables;
+import com.kingsrook.qbits.email.outbox.EmailEffects;
+import com.kingsrook.qbits.email.outbox.EmailService;
+import com.kingsrook.qbits.email.permissions.EmailPermissionChecker;
+import com.kingsrook.qbits.email.support.EmailApiMapper;
+import com.kingsrook.qbits.email.support.EmailStore;
+import com.kingsrook.qbits.email.support.SystemWrites;
+import com.kingsrook.qbits.email.template.CrmLegacyTemplateRenderer;
+import com.kingsrook.qbits.email.template.EmailTemplateRenderer;
+import com.kingsrook.qbits.email.template.EmailTemplates;
+import com.kingsrook.qbits.email.template.VariableSchema;
+import com.kingsrook.qqq.backend.core.actions.tables.QueryAction;
+import com.kingsrook.qqq.backend.core.context.QContext;
+import com.kingsrook.qqq.backend.core.exceptions.QException;
+import com.kingsrook.qqq.backend.core.model.actions.tables.query.QCriteriaOperator;
+import com.kingsrook.qqq.backend.core.model.actions.tables.query.QFilterCriteria;
+import com.kingsrook.qqq.backend.core.model.actions.tables.query.QFilterOrderBy;
+import com.kingsrook.qqq.backend.core.model.actions.tables.query.QQueryFilter;
+import com.kingsrook.qqq.backend.core.model.actions.tables.query.QueryInput;
+import com.kingsrook.qqq.backend.core.model.data.QRecord;
+import com.kingsrook.qqq.backend.core.model.metadata.QInstance;
+
+
+/*******************************************************************************
+ ** Stable contract for other qbits. Changes within a 0.x minor release line are
+ ** additive only; implementation packages are not API and may change.
+ ** Database operations use the current QContext. Reads run as the email system
+ ** and return only the documented projection; callers must authorize any
+ ** exposure of this metadata to their own users. Sends retain all existing
+ ** permission, validation, PHI, suppression and recipient checks.
+ *******************************************************************************/
+public final class EmailApi
+{
+   private static final Set<String> MESSAGE_FIELDS = Set.of("id", "status", "category", "idempotencyKey", "rfcMessageId", "providerMessageId",
+      "templateId", "linkedTableName", "linkedRecordId", "createDate", "sentDate", "deliveredDate");
+
+
+
+   /*******************************************************************************
+    ** Utility class.
+    *******************************************************************************/
+   private EmailApi()
+   {
+   }
+
+
+
+   /*******************************************************************************
+    ** True only when the email qbit was produced in the supplied instance.
+    ** Does not require a current context; null is not installed.
+    *******************************************************************************/
+   public static boolean isInstalled(QInstance instance)
+   {
+      return (EmailRuntime.config(instance) != null);
+   }
+
+
+
+   /*******************************************************************************
+    ** Queue a message. QUEUED is not a delivery acknowledgement. Null requests
+    ** are refused by the same service used by core messaging.
+    *******************************************************************************/
+   public static EmailApiResult send(EmailApiRequest request) throws QException
+   {
+      return (EmailApiMapper.result(EmailService.send(EmailApiMapper.request(request))));
+   }
+
+
+
+   /*******************************************************************************
+    ** Commit one durable handoff with the effect key as the idempotency key.
+    ** Refuse null requests, blank or over-500-character keys, conflicting keys
+    ** and caller transactions before changing the request. Suppression is REFUSED,
+    ** including replays; a retained audit row is returned. Success acknowledges
+    ** committed storage, not delivery. Database failures propagate as QException.
+    *******************************************************************************/
+   public static EmailApiEffectResult sendOnce(EmailApiRequest request, String effectKey) throws QException
+   {
+      if(request == null || effectKey == null || effectKey.isBlank() || effectKey.length() > 500
+         || request.getTransaction() != null
+         || request.getIdempotencyKey() != null && !request.getIdempotencyKey().equals(effectKey))
+      {
+         return (new EmailApiEffectResult(EmailApiEffectOutcome.REFUSED, null));
+      }
+      request.withIdempotencyKey(effectKey);
+      var result = EmailEffects.send(EmailApiMapper.request(request), effectKey);
+      EmailApiMessage message = result.message() == null ? null : getMessage(result.message().id())
+         .orElseThrow(() -> new QException("Queued email reference is unavailable"));
+      return (new EmailApiEffectResult(EmailApiEffectOutcome.valueOf(result.outcome().name()), message));
+   }
+
+
+
+   /*******************************************************************************
+    ** Checked single-recipient template handoff for CRM history. Content is returned
+    ** only after the stored envelope matches the caller-authorized template/version.
+    ** Existing metadata-only APIs deliberately remain unchanged.
+    *******************************************************************************/
+   public static EmailApiTemplateEffectResult sendTemplateOnce(Integer templateId, EmailApiRequest request, String effectKey) throws QException
+   {
+      if(request == null || request.getTo().size() != 1 || !request.getCc().isEmpty() || !request.getBcc().isEmpty()
+         || request.getSenderQbit() == null || request.getSenderProcess() == null
+         || request.getLinkedTableName() == null || request.getLinkedRecordId() == null)
+      {
+         throw (new IllegalArgumentException("Checked template delivery requires one recipient, sender and linked record"));
+      }
+      List<String> recipients;
+      try
+      {
+         recipients = EmailService.addresses(request.getTo());
+      }
+      catch(Exception e)
+      {
+         throw (new IllegalArgumentException("Checked template delivery requires a valid recipient", e));
+      }
+      if(recipients.size() != 1)
+      {
+         throw (new IllegalArgumentException("Checked template delivery requires exactly one mailbox"));
+      }
+      request.withTo(recipients);
+      EmailApiRenderedTemplate selected = renderTemplate(templateId, request);
+      request.withTemplateName(selected.templateName());
+      EmailApiEffectResult effect = sendOnce(request, effectKey);
+      if(effect.outcome() == EmailApiEffectOutcome.REFUSED || effect.message() == null)
+      {
+         return (new EmailApiTemplateEffectResult(effect, null));
+      }
+      List<QRecord> rows = read(EmailTables.MESSAGE, EmailStore.equal("id", effect.message().id()).withLimit(1),
+         Set.of("templateId", "templateVersionId", "senderQbit", "senderProcess", "linkedTableName", "linkedRecordId", "category",
+            "toAddresses", "ccAddresses", "bccAddresses", "suppressedAddresses", "subject"));
+      if(rows.isEmpty())
+      {
+         throw (new QException("Checked template delivery is unavailable"));
+      }
+      QRecord row = rows.getFirst();
+      if(!java.util.Objects.equals(selected.templateId(), row.getValueInteger("templateId"))
+         || !java.util.Objects.equals(selected.versionId(), row.getValueInteger("templateVersionId"))
+         || !java.util.Objects.equals(request.getSenderQbit(), row.getValueString("senderQbit"))
+         || !java.util.Objects.equals(request.getSenderProcess(), row.getValueString("senderProcess"))
+         || !java.util.Objects.equals(request.getLinkedTableName(), row.getValueString("linkedTableName"))
+         || !java.util.Objects.equals(request.getLinkedRecordId(), row.getValueString("linkedRecordId"))
+         || !java.util.Objects.equals(request.getCategory().name(), row.getValueString("category"))
+         || !java.util.Objects.equals(request.getTo().getFirst(), row.getValueString("toAddresses"))
+         || !blank(row.getValueString("ccAddresses")) || !blank(row.getValueString("bccAddresses")) || !blank(row.getValueString("suppressedAddresses")))
+      {
+         throw (new QException("Checked template delivery envelope does not match"));
+      }
+      return (new EmailApiTemplateEffectResult(effect, row.getValueString("subject")));
+   }
+
+
+
+   /*******************************************************************************
+    ** Optional empty recipient columns are equivalent.
+    *******************************************************************************/
+   private static boolean blank(String value)
+   {
+      return (value == null || value.isBlank());
+   }
+
+
+
+   /*******************************************************************************
+    ** Render as the caller: template and version reads enforce table/record locks.
+    ** Native kinds retain their category and classification policy. No PHI export.
+    *******************************************************************************/
+   public static EmailApiRenderedTemplate renderTemplate(Integer templateId, EmailApiRequest request) throws QException
+   {
+      if(templateId == null || request == null || request.getCategory() == null)
+      {
+         throw (new IllegalArgumentException("Template and expected delivery category are required"));
+      }
+      QRecord template = visibleTemplateRecord(EmailTables.TEMPLATE, EmailStore.equal("id", templateId));
+      if(Boolean.TRUE.equals(template.getValueBoolean("phiApproved")))
+      {
+         throw (new IllegalArgumentException("PHI-approved templates require the protected template send path"));
+      }
+      QRecord version = visibleActiveVersion(templateId, request.getLocale());
+      QRecord rendered;
+      if("CRM_LEGACY".equals(template.getValueString("kind")))
+      {
+         if(request.getCategory() != EmailApiCategory.TRANSACTIONAL && request.getCategory() != EmailApiCategory.MARKETING)
+         {
+            throw (new IllegalArgumentException("Legacy CRM templates support only transactional or marketing delivery"));
+         }
+         rendered = CrmLegacyTemplateRenderer.render(template, version, request.getVariables(), request.getSubject(), request.getMarkdownBody());
+      }
+      else
+      {
+         if(!Set.of("MARKDOWN", "HTML", "MJML").contains(template.getValueString("kind")))
+         {
+            throw (new IllegalArgumentException("Unsupported template kind"));
+         }
+         if(request.getSubject() != null || request.getMarkdownBody() != null || request.getHtmlBody() != null || request.getTextBody() != null)
+         {
+            throw (new IllegalArgumentException("Native template content cannot be overridden"));
+         }
+         var renderer = new EmailTemplateRenderer(template, version, EmailApiMapper.request(request));
+         rendered = renderer.renderContent("render", "");
+      }
+      return (new EmailApiRenderedTemplate(templateId, version.getValueInteger("id"), template.getValueString("name"), template.getValueString("kind"), rendered.getValueString("subject"),
+         rendered.getValueString("markdownBody"), rendered.getValueString("htmlBody"), rendered.getValueString("textBody")));
+   }
+
+   /*******************************************************************************
+    ** Declare inputs without exposing content; CRM only computes values in use.
+    *******************************************************************************/
+   public static Set<String> templateVariableNames(Integer templateId) throws QException
+   {
+      QRecord template = visibleTemplateRecord(EmailTables.TEMPLATE, EmailStore.equal("id", templateId));
+      QRecord version = visibleActiveVersion(templateId, "en");
+      if("CRM_LEGACY".equals(template.getValueString("kind")))
+      {
+         String source = String.valueOf(version.getValue("subject")) + version.getValue("bodySource") + version.getValue("textSource");
+         return (Set.of("contact.firstName", "contact.lastName", "company.name", "owner.name", "unsubscribeUrl").stream()
+            .filter(name -> source.contains("{{" + name + "}}")).collect(java.util.stream.Collectors.toUnmodifiableSet()));
+      }
+      return (new VariableSchema(version.getValueString("variablesSchema")).entries().keySet());
+   }
+
+   /*******************************************************************************
+    ** Read only versions visible to the caller, preferring locale then English.
+    *******************************************************************************/
+   private static QRecord visibleActiveVersion(Integer templateId, String requestedLocale) throws QException
+   {
+      String locale = requestedLocale == null ? "en" : requestedLocale;
+      QueryInput versionQuery = new QueryInput(EmailTables.VERSION).withShouldFetchHeavyFields(true)
+         .withFilter(EmailStore.equal("templateId", templateId).withCriteria(new QFilterCriteria("status", QCriteriaOperator.EQUALS, "ACTIVE")));
+      new EmailPermissionChecker().checkPermissionsThrowing(versionQuery, QContext.getQInstance().getTable(EmailTables.VERSION));
+      List<QRecord> versions = new QueryAction().execute(versionQuery).getRecords();
+      QRecord version = versions.stream().filter(row -> locale.equals(row.getValueString("locale"))).findFirst()
+         .orElseGet(() -> versions.stream().filter(row -> "en".equals(row.getValueString("locale"))).findFirst().orElse(null));
+      if(version == null)
+      {
+         throw (new IllegalArgumentException("Template has no visible active version"));
+      }
+      return (version);
+   }
+
+   /*******************************************************************************
+    ** Ordinary query actions deliberately avoid the email system-write scope.
+    *******************************************************************************/
+   private static QRecord visibleTemplateRecord(String table, QQueryFilter filter) throws QException
+   {
+      QueryInput query = new QueryInput(table).withShouldFetchHeavyFields(true).withFilter(filter);
+      new EmailPermissionChecker().checkPermissionsThrowing(query, QContext.getQInstance().getTable(table));
+      List<QRecord> rows = new QueryAction().execute(query).getRecords();
+      if(rows.size() != 1)
+      {
+         throw (new IllegalArgumentException("Template is unavailable"));
+      }
+      return (rows.getFirst());
+   }
+
+   /*******************************************************************************
+    ** Create a validated template and active version once. Returns false when
+    ** it already exists. Invalid definitions throw IllegalArgumentException.
+    ** Does not grant PHI approval or overwrite administrator edits.
+    *******************************************************************************/
+   public static boolean ensureTemplate(EmailApiTemplate template) throws QException
+   {
+      return (EmailTemplates.ensure(EmailApiMapper.template(template)));
+   }
+
+
+
+   /*******************************************************************************
+    ** System lookup of delivery metadata. Null and unknown ids return empty.
+    *******************************************************************************/
+   public static Optional<EmailApiMessage> getMessage(Integer messageId) throws QException
+   {
+      if(messageId == null)
+      {
+         return (Optional.empty());
+      }
+      List<QRecord> rows = read(EmailTables.MESSAGE, EmailStore.equal("id", messageId).withLimit(1), MESSAGE_FIELDS);
+      return (rows.isEmpty() ? Optional.empty() : Optional.of(message(rows.getFirst())));
+   }
+
+
+
+   /*******************************************************************************
+    ** System lookup by exact effect or application key. Null, blank and unknown
+    ** keys return empty. Returns current metadata without message content.
+    *******************************************************************************/
+   public static Optional<EmailApiMessage> getMessageByIdempotencyKey(String key) throws QException
+   {
+      return (findMessage("idempotencyKey", key));
+   }
+
+
+
+   /*******************************************************************************
+    ** System lookup by the exact bracketed RFC Message-ID stored at enqueue time.
+    ** Null, blank and unknown ids return empty; provider response ids are distinct.
+    *******************************************************************************/
+   public static Optional<EmailApiMessage> getMessageByRfcMessageId(String rfcMessageId) throws QException
+   {
+      return (findMessage("rfcMessageId", rfcMessageId));
+   }
+
+
+
+   /*******************************************************************************
+    ** Share exact-key lookup semantics and the metadata-only projection.
+    *******************************************************************************/
+   private static Optional<EmailApiMessage> findMessage(String field, String value) throws QException
+   {
+      if(value == null || value.isBlank())
+      {
+         return (Optional.empty());
+      }
+      List<QRecord> rows = read(EmailTables.MESSAGE, EmailStore.equal(field, value).withLimit(1), MESSAGE_FIELDS);
+      return (rows.isEmpty() ? Optional.empty() : Optional.of(message(rows.getFirst())));
+   }
+
+
+
+   /*******************************************************************************
+    ** System lookup by literal prefix, ordered by ascending message id. Prefix
+    ** must be nonblank and limit positive; invalid arguments are rejected.
+    ** Returns at most limit rows, without message content or recipient data.
+    *******************************************************************************/
+   public static List<EmailApiMessage> findMessagesByIdempotencyKeyPrefix(String prefix, int limit) throws QException
+   {
+      if(prefix == null || prefix.isBlank() || limit < 1)
+      {
+         throw (new IllegalArgumentException("A nonblank idempotency key prefix and a positive limit are required"));
+      }
+      ///////////////////////////////////////////////////////////////////////////
+      // QQQ SQL STARTS_WITH uses LIKE without escaping. Narrow by the literal  //
+      // portion before any wildcard, then check the full prefix in Java. Page //
+      // by id so wildcard false positives cannot consume the requested limit. //
+      ///////////////////////////////////////////////////////////////////////////
+      String candidatePrefix = prefix.split("[%_\\\\]", 2)[0];
+      List<EmailApiMessage> messages = new ArrayList<>();
+      int lastId = 0;
+      while(messages.size() < limit)
+      {
+         int batchSize = Math.min(500, limit - messages.size());
+         QQueryFilter filter = new QQueryFilter(new QFilterCriteria("idempotencyKey", QCriteriaOperator.STARTS_WITH, candidatePrefix))
+            .withCriteria(new QFilterCriteria("id", QCriteriaOperator.GREATER_THAN, lastId))
+            .withOrderBy(new QFilterOrderBy("id")).withLimit(batchSize);
+         List<QRecord> rows = read(EmailTables.MESSAGE, filter, MESSAGE_FIELDS);
+         for(QRecord row : rows)
+         {
+            lastId = row.getValueInteger("id");
+            if(row.getValueString("idempotencyKey") != null && row.getValueString("idempotencyKey").startsWith(prefix))
+            {
+               messages.add(message(row));
+            }
+         }
+         if(rows.size() < batchSize)
+         {
+            break;
+         }
+      }
+      return (List.copyOf(messages));
+   }
+
+
+
+   /*******************************************************************************
+    ** Enabled sender rows of an enabled named provider, ordered by id. Null
+    ** selects the effective default provider. No match returns an empty list.
+    ** The provider's legacy from-address fallback is not a sender row.
+    *******************************************************************************/
+   public static List<EmailApiSenderAddress> listSenderAddresses(String providerName) throws QException
+   {
+      QRecord provider = provider(QContext.getQInstance(), providerName);
+      if(provider == null)
+      {
+         return (List.of());
+      }
+      QQueryFilter filter = EmailStore.equal("providerId", provider.getValueInteger("id"))
+         .withCriteria(new QFilterCriteria("enabled", QCriteriaOperator.EQUALS, true)).withOrderBy(new QFilterOrderBy("id"));
+      return (read(EmailTables.SENDER, filter, Set.of("id", "address", "displayName", "isDefault"))
+         .stream().map(row -> new EmailApiSenderAddress(row.getValueInteger("id"), row.getValueString("address"),
+            row.getValueString("displayName"), Boolean.TRUE.equals(row.getValueBoolean("isDefault")))).toList());
+   }
+
+
+
+   /*******************************************************************************
+    ** Effective enabled default: the configured name takes precedence over the
+    ** default row. Empty when absent, disabled or ambiguous. An installed
+    ** instance must be the current QContext instance, otherwise this throws.
+    *******************************************************************************/
+   public static Optional<String> defaultProviderName(QInstance instance) throws QException
+   {
+      QRecord provider = provider(instance, null);
+      return (provider == null ? Optional.empty() : Optional.of(provider.getValueString("name")));
+   }
+
+
+
+   /*******************************************************************************
+    ** Preflight the default sending configuration for a category. Null category
+    ** means TRANSACTIONAL. This does not validate a particular template,
+    ** recipient or permission, or contact a transport. PHI callers use the
+    ** overload with phiApproved set to true.
+    *******************************************************************************/
+   public static EmailApiReadiness readiness(QInstance instance, EmailApiCategory category) throws QException
+   {
+      return (readiness(instance, category, false));
+   }
+
+
+
+   /*******************************************************************************
+    ** Also check prerequisites for a PHI-approved template. PHI is a template
+    ** property, not an email category. Checks body key availability and provider
+    ** PHI/tracking policy; does not approve a template. Resolver failures are
+    ** reported as missing keys without exposing exception details or values.
+    *******************************************************************************/
+   public static EmailApiReadiness readiness(QInstance instance, EmailApiCategory category, boolean phiApproved) throws QException
+   {
+      List<String> reasons = new ArrayList<>();
+      Set<EmailApiReadinessCheck> failed = EnumSet.noneOf(EmailApiReadinessCheck.class);
+      var config = EmailRuntime.config(instance);
+      if(config == null)
+      {
+         return (new EmailApiReadiness(false, List.of("Email qbit is not installed"), Set.of(EmailApiReadinessCheck.NOT_INSTALLED)));
+      }
+      QRecord provider = provider(instance, null);
+      if(provider == null)
+      {
+         reasons.add("An enabled named or default provider is required");
+         failed.add(EmailApiReadinessCheck.PROVIDER_MISSING);
+      }
+      else
+      {
+         if(!EmailTableCustomizers.validateProvider(provider, config).isEmpty())
+         {
+            reasons.add("The default provider configuration is invalid");
+            failed.add(EmailApiReadinessCheck.PROVIDER_INVALID);
+         }
+         if(phiApproved)
+         {
+            try
+            {
+               EmailTemplateRenderer.checkProvider(provider);
+            }
+            catch(IllegalArgumentException e)
+            {
+               reasons.add("PHI email needs a PHI-enabled provider with open and click tracking disabled");
+               failed.add(EmailApiReadinessCheck.PHI_PROVIDER);
+            }
+         }
+      }
+      if(category == EmailApiCategory.MARKETING)
+      {
+         try
+         {
+            if(config.getPublicBaseUrl() == null || config.getPublicBaseUrl().isBlank())
+            {
+               throw (new IllegalArgumentException());
+            }
+            VariableSchema.url(config.getPublicBaseUrl());
+         }
+         catch(IllegalArgumentException e)
+         {
+            reasons.add("MARKETING email needs a valid publicBaseUrl");
+            failed.add(EmailApiReadinessCheck.PUBLIC_BASE_URL);
+         }
+         if(!hasSecret(config.getSecretResolver(), "QQQ_EMAIL_UNSUBSCRIBE_KEY"))
+         {
+            reasons.add("MARKETING email needs QQQ_EMAIL_UNSUBSCRIBE_KEY");
+            failed.add(EmailApiReadinessCheck.UNSUBSCRIBE_KEY);
+         }
+         List<QRecord> brands = read(EmailTables.BRAND, EmailStore.equal("isDefault", true).withLimit(2), Set.of("id", "postalAddress"));
+         if(brands.size() != 1 || brands.getFirst().getValueString("postalAddress") == null || brands.getFirst().getValueString("postalAddress").isBlank())
+         {
+            reasons.add("MARKETING email needs a default brand with a postal address");
+            failed.add(EmailApiReadinessCheck.BRAND_POSTAL_ADDRESS);
+         }
+      }
+      if(phiApproved && !hasSecret(config.getSecretResolver(), "QQQ_EMAIL_BODY_KEY"))
+      {
+         reasons.add("PHI email needs QQQ_EMAIL_BODY_KEY");
+         failed.add(EmailApiReadinessCheck.BODY_KEY);
+      }
+      return (new EmailApiReadiness(reasons.isEmpty(), reasons, failed));
+   }
+
+
+
+   /*******************************************************************************
+    ** Presence only; neither retain values nor expose resolver failures.
+    *******************************************************************************/
+   private static boolean hasSecret(Function<String, String> resolver, String name)
+   {
+      try
+      {
+         String value = resolver.apply(name);
+         return (value != null && !value.isBlank());
+      }
+      catch(RuntimeException e)
+      {
+         return (false);
+      }
+   }
+
+
+
+   /*******************************************************************************
+    ** Match the enqueue service's configured-name/default-row precedence.
+    ** Refuse a mismatched context instead of reading another instance's data.
+    *******************************************************************************/
+   private static QRecord provider(QInstance instance, String name) throws QException
+   {
+      var config = EmailRuntime.config(instance);
+      if(config == null)
+      {
+         return (null);
+      }
+      if(instance != QContext.getQInstance())
+      {
+         throw (new IllegalArgumentException("The supplied instance must be the current QContext instance"));
+      }
+      String effectiveName = name == null ? config.getDefaultProviderName() : name;
+      QQueryFilter filter = EmailStore.equal("enabled", true)
+         .withCriteria(new QFilterCriteria(effectiveName == null ? "isDefault" : "name", QCriteriaOperator.EQUALS, effectiveName == null ? true : effectiveName))
+         .withLimit(2);
+      List<QRecord> providers = SystemWrites.query(EmailTables.PROVIDER, filter);
+      return (providers.size() == 1 ? providers.getFirst() : null);
+   }
+
+
+
+   /*******************************************************************************
+    ** Read an explicit projection; message bodies are never fetched here.
+    *******************************************************************************/
+   private static List<QRecord> read(String table, QQueryFilter filter, Set<String> fields) throws QException
+   {
+      return (SystemWrites.call(() -> new QueryAction().execute(new QueryInput(table).withFilter(filter)
+         .withFieldNamesToInclude(fields).withShouldFetchHeavyFields(false).withShouldOmitHiddenFields(false)).getRecords()));
+   }
+
+
+
+   /*******************************************************************************
+    ** Resolve the template name and copy only the approved metadata fields.
+    *******************************************************************************/
+   private static EmailApiMessage message(QRecord row) throws QException
+   {
+      String templateName = null;
+      if(row.getValueInteger("templateId") != null)
+      {
+         List<QRecord> templates = read(EmailTables.TEMPLATE, EmailStore.equal("id", row.getValueInteger("templateId")).withLimit(1), Set.of("id", "name"));
+         if(!templates.isEmpty())
+         {
+            templateName = templates.getFirst().getValueString("name");
+         }
+      }
+      String category = row.getValueString("category");
+      return (new EmailApiMessage(row.getValueInteger("id"), row.getValueString("status"), category == null ? null : EmailApiCategory.valueOf(category),
+         row.getValueString("idempotencyKey"), row.getValueString("rfcMessageId"), row.getValueString("providerMessageId"), templateName, row.getValueString("linkedTableName"),
+         row.getValueString("linkedRecordId"), row.getValueInstant("createDate"), row.getValueInstant("sentDate"), row.getValueInstant("deliveredDate")));
+   }
+}

src/main/java/com/kingsrook/qbits/email/api/EmailApiCategory.java

@@ -0,0 +1,33 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2025.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * 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
+ *
+ *     https://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.email.api;
+
+
+/*******************************************************************************
+ ** Stable sending categories; PHI approval belongs to the template, not the category.
+ *******************************************************************************/
+public enum EmailApiCategory
+{
+   TRANSACTIONAL,
+   NOTIFICATION,
+   MARKETING,
+   SECURITY
+}

src/main/java/com/kingsrook/qbits/email/api/EmailApiEffectOutcome.java

@@ -0,0 +1,31 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2025.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * 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
+ *
+ *     https://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.email.api;
+
+
+/*******************************************************************************
+ ** Durable handoff outcomes. Operational failures propagate to the caller.
+ *******************************************************************************/
+public enum EmailApiEffectOutcome
+{
+   QUEUED_OR_DUPLICATE,
+   REFUSED
+}

src/main/java/com/kingsrook/qbits/email/api/EmailApiEffectResult.java

@@ -0,0 +1,30 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2025.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * 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
+ *
+ *     https://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.email.api;
+
+
+/*******************************************************************************
+ ** Durable handoff result. The message is null when no outbox row was retained.
+ ** Suppressed audit rows carry metadata even though the outcome is REFUSED.
+ *******************************************************************************/
+public record EmailApiEffectResult(EmailApiEffectOutcome outcome, EmailApiMessage message)
+{
+}

src/main/java/com/kingsrook/qbits/email/api/EmailApiMessage.java

@@ -0,0 +1,34 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2025.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * 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
+ *
+ *     https://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.email.api;
+
+
+import java.time.Instant;
+
+
+/*******************************************************************************
+ ** Immutable delivery metadata. No addresses, subject, bodies or variable snapshots.
+ ** Status is the persisted delivery state, distinct from EmailApiStatus enqueue outcomes.
+ *******************************************************************************/
+public record EmailApiMessage(Integer id, String status, EmailApiCategory category, String idempotencyKey, String rfcMessageId, String providerMessageId,
+   String templateName, String linkedTableName, String linkedRecordId, Instant createDate, Instant sentDate, Instant deliveredDate)
+{
+}

src/main/java/com/kingsrook/qbits/email/api/EmailApiReadiness.java

@@ -0,0 +1,52 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2025.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * 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
+ *
+ *     https://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.email.api;
+
+
+import java.util.EnumSet;
+import java.util.List;
+import java.util.Set;
+
+
+/*******************************************************************************
+ ** Configuration preflight, not a delivery guarantee. Reasons never contain secret values.
+ *******************************************************************************/
+public record EmailApiReadiness(boolean ready, List<String> reasons, Set<EmailApiReadinessCheck> failedChecks)
+{
+   /*******************************************************************************
+    ** Copy configuration reasons.
+    *******************************************************************************/
+   public EmailApiReadiness
+   {
+      reasons = List.copyOf(reasons);
+      failedChecks = failedChecks == null || failedChecks.isEmpty() ? Set.of() : Set.copyOf(EnumSet.copyOf(failedChecks));
+   }
+
+
+
+   /*******************************************************************************
+    ** Whether a specific prerequisite failed.
+    *******************************************************************************/
+   public boolean failed(EmailApiReadinessCheck check)
+   {
+      return (failedChecks.contains(check));
+   }
+}

src/main/java/com/kingsrook/qbits/email/api/EmailApiReadinessCheck.java

@@ -0,0 +1,38 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2025.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * 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
+ *
+ *     https://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.email.api;
+
+
+/*******************************************************************************
+ ** One readiness prerequisite, so callers can react to specific gaps without
+ ** parsing reason text.
+ *******************************************************************************/
+public enum EmailApiReadinessCheck
+{
+   NOT_INSTALLED,
+   PROVIDER_MISSING,
+   PROVIDER_INVALID,
+   PHI_PROVIDER,
+   PUBLIC_BASE_URL,
+   UNSUBSCRIBE_KEY,
+   BRAND_POSTAL_ADDRESS,
+   BODY_KEY
+}

src/main/java/com/kingsrook/qbits/email/api/EmailApiRenderedTemplate.java

@@ -0,0 +1,30 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2025.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * 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
+ *
+ *     https://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.email.api;
+
+
+/*******************************************************************************
+ ** Typed content and provenance. HTML must never be reinterpreted as Markdown.
+ *******************************************************************************/
+public record EmailApiRenderedTemplate(Integer templateId, Integer versionId, String templateName, String kind, String subject,
+                                       String markdownBody, String htmlBody, String textBody)
+{
+}

src/main/java/com/kingsrook/qbits/email/api/EmailApiRequest.java

@@ -0,0 +1,670 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2025.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * 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
+ *
+ *     https://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.email.api;
+
+
+import java.io.Serializable;
+import java.time.Instant;
+import java.util.ArrayList;
+import java.util.LinkedHashMap;
+import java.util.List;
+import java.util.Map;
+import com.kingsrook.qqq.backend.core.actions.QBackendTransaction;
+
+
+/*******************************************************************************
+ ** Stable enqueue request. One send always goes through the outbox.
+ ** Null category means TRANSACTIONAL for ad-hoc mail; templates select their category.
+ ** Recipient lists and variable maps are mutable request-building state.
+ *******************************************************************************/
+public final class EmailApiRequest
+{
+   private List<String> to = new ArrayList<>();
+   private List<String> cc = new ArrayList<>();
+   private List<String> bcc = new ArrayList<>();
+   private String from;
+   private Integer fromAddressId;
+   private String replyTo;
+   private String subject;
+   private String markdownBody;
+   private String htmlBody;
+   private String textBody;
+   private String providerName;
+   private String templateName;
+   private String brandName;
+   private String locale = "en";
+   private EmailApiCategory category;
+   private String idempotencyKey;
+   private QBackendTransaction transaction;
+   private String transactionBackendName;
+   private Instant sendAfter;
+   private String linkedTableName;
+   private String linkedRecordId;
+   private String senderQbit;
+   private String senderProcess;
+   private Map<String, Serializable> variables = new LinkedHashMap<>();
+   private Map<String, RecordVariable> recordVariables = new LinkedHashMap<>();
+
+
+
+   /*******************************************************************************
+    ** Getter for to.
+    *******************************************************************************/
+   public List<String> getTo()
+   {
+      return (to);
+   }
+
+
+
+   /*******************************************************************************
+    ** Fluent setter for to.
+    *******************************************************************************/
+   public EmailApiRequest withTo(List<String> to)
+   {
+      this.to = to;
+      return (this);
+   }
+
+
+
+   /*******************************************************************************
+    ** Getter for cc.
+    *******************************************************************************/
+   public List<String> getCc()
+   {
+      return (cc);
+   }
+
+
+
+   /*******************************************************************************
+    ** Fluent setter for cc.
+    *******************************************************************************/
+   public EmailApiRequest withCc(List<String> cc)
+   {
+      this.cc = cc;
+      return (this);
+   }
+
+
+
+   /*******************************************************************************
+    ** Getter for bcc.
+    *******************************************************************************/
+   public List<String> getBcc()
+   {
+      return (bcc);
+   }
+
+
+
+   /*******************************************************************************
+    ** Fluent setter for bcc.
+    *******************************************************************************/
+   public EmailApiRequest withBcc(List<String> bcc)
+   {
+      this.bcc = bcc;
+      return (this);
+   }
+
+
+
+   /*******************************************************************************
+    ** Getter for from.
+    *******************************************************************************/
+   public String getFrom()
+   {
+      return (from);
+   }
+
+
+
+   /*******************************************************************************
+    ** Fluent setter for from.
+    *******************************************************************************/
+   public EmailApiRequest withFrom(String from)
+   {
+      this.from = from;
+      return (this);
+   }
+
+
+
+   /*******************************************************************************
+    ** Getter for fromAddressId.
+    *******************************************************************************/
+   public Integer getFromAddressId()
+   {
+      return (fromAddressId);
+   }
+
+
+
+   /*******************************************************************************
+    ** Fluent setter for fromAddressId.
+    *******************************************************************************/
+   public EmailApiRequest withFromAddressId(Integer fromAddressId)
+   {
+      this.fromAddressId = fromAddressId;
+      return (this);
+   }
+
+
+
+   /*******************************************************************************
+    ** Getter for replyTo.
+    *******************************************************************************/
+   public String getReplyTo()
+   {
+      return (replyTo);
+   }
+
+
+
+   /*******************************************************************************
+    ** Fluent setter for replyTo.
+    *******************************************************************************/
+   public EmailApiRequest withReplyTo(String replyTo)
+   {
+      this.replyTo = replyTo;
+      return (this);
+   }
+
+
+
+   /*******************************************************************************
+    ** Getter for subject.
+    *******************************************************************************/
+   public String getSubject()
+   {
+      return (subject);
+   }
+
+
+
+   /*******************************************************************************
+    ** Fluent setter for subject.
+    *******************************************************************************/
+   public EmailApiRequest withSubject(String subject)
+   {
+      this.subject = subject;
+      return (this);
+   }
+
+
+
+   /*******************************************************************************
+    ** Getter for markdownBody.
+    *******************************************************************************/
+   public String getMarkdownBody()
+   {
+      return (markdownBody);
+   }
+
+
+
+   /*******************************************************************************
+    ** Fluent setter for markdownBody.
+    *******************************************************************************/
+   public EmailApiRequest withMarkdownBody(String markdownBody)
+   {
+      this.markdownBody = markdownBody;
+      return (this);
+   }
+
+
+
+   /*******************************************************************************
+    ** Getter for htmlBody.
+    *******************************************************************************/
+   public String getHtmlBody()
+   {
+      return (htmlBody);
+   }
+
+
+
+   /*******************************************************************************
+    ** Fluent setter for htmlBody.
+    *******************************************************************************/
+   public EmailApiRequest withHtmlBody(String htmlBody)
+   {
+      this.htmlBody = htmlBody;
+      return (this);
+   }
+
+
+
+   /*******************************************************************************
+    ** Getter for textBody.
+    *******************************************************************************/
+   public String getTextBody()
+   {
+      return (textBody);
+   }
+
+
+
+   /*******************************************************************************
+    ** Fluent setter for textBody.
+    *******************************************************************************/
+   public EmailApiRequest withTextBody(String textBody)
+   {
+      this.textBody = textBody;
+      return (this);
+   }
+
+
+
+   /*******************************************************************************
+    ** Getter for providerName.
+    *******************************************************************************/
+   public String getProviderName()
+   {
+      return (providerName);
+   }
+
+
+
+   /*******************************************************************************
+    ** Fluent setter for providerName.
+    *******************************************************************************/
+   public EmailApiRequest withProviderName(String providerName)
+   {
+      this.providerName = providerName;
+      return (this);
+   }
+
+
+
+   /*******************************************************************************
+    ** Getter for templateName.
+    *******************************************************************************/
+   public String getTemplateName()
+   {
+      return (templateName);
+   }
+
+
+
+   /*******************************************************************************
+    ** Fluent setter for templateName.
+    *******************************************************************************/
+   public EmailApiRequest withTemplateName(String templateName)
+   {
+      this.templateName = templateName;
+      return (this);
+   }
+
+
+
+   /*******************************************************************************
+    ** Getter for brandName.
+    *******************************************************************************/
+   public String getBrandName()
+   {
+      return (brandName);
+   }
+
+
+
+   /*******************************************************************************
+    ** Fluent setter for brandName.
+    *******************************************************************************/
+   public EmailApiRequest withBrandName(String brandName)
+   {
+      this.brandName = brandName;
+      return (this);
+   }
+
+
+
+   /*******************************************************************************
+    ** Getter for locale.
+    *******************************************************************************/
+   public String getLocale()
+   {
+      return (locale);
+   }
+
+
+
+   /*******************************************************************************
+    ** Fluent setter for locale.
+    *******************************************************************************/
+   public EmailApiRequest withLocale(String locale)
+   {
+      this.locale = locale;
+      return (this);
+   }
+
+
+
+   /*******************************************************************************
+    ** Getter for category.
+    *******************************************************************************/
+   public EmailApiCategory getCategory()
+   {
+      return (category);
+   }
+
+
+
+   /*******************************************************************************
+    ** Fluent setter for category.
+    *******************************************************************************/
+   public EmailApiRequest withCategory(EmailApiCategory category)
+   {
+      this.category = category;
+      return (this);
+   }
+
+
+
+   /*******************************************************************************
+    ** Getter for idempotencyKey.
+    *******************************************************************************/
+   public String getIdempotencyKey()
+   {
+      return (idempotencyKey);
+   }
+
+
+
+   /*******************************************************************************
+    ** Fluent setter for idempotencyKey.
+    *******************************************************************************/
+   public EmailApiRequest withIdempotencyKey(String idempotencyKey)
+   {
+      this.idempotencyKey = idempotencyKey;
+      return (this);
+   }
+
+
+
+   /*******************************************************************************
+    ** Getter for the optional caller transaction. sendOnce refuses this option.
+    *******************************************************************************/
+   public QBackendTransaction getTransaction()
+   {
+      return (transaction);
+   }
+
+
+
+   /*******************************************************************************
+    ** Getter for the declared backend of the caller transaction.
+    *******************************************************************************/
+   public String getTransactionBackendName()
+   {
+      return (transactionBackendName);
+   }
+
+
+
+   /*******************************************************************************
+    ** Join a caller transaction for ordinary send; another backend defers enqueue
+    ** until commit. Declare its backend because QBackendTransaction does not expose
+    ** it. sendOnce refuses any caller transaction to guarantee committed handoff.
+    *******************************************************************************/
+   public EmailApiRequest withTransaction(QBackendTransaction transaction, String backendName)
+   {
+      this.transaction = transaction;
+      this.transactionBackendName = backendName;
+      return (this);
+   }
+
+
+
+   /*******************************************************************************
+    ** Getter for sendAfter.
+    *******************************************************************************/
+   public Instant getSendAfter()
+   {
+      return (sendAfter);
+   }
+
+
+
+   /*******************************************************************************
+    ** Fluent setter for sendAfter.
+    *******************************************************************************/
+   public EmailApiRequest withSendAfter(Instant sendAfter)
+   {
+      this.sendAfter = sendAfter;
+      return (this);
+   }
+
+
+
+   /*******************************************************************************
+    ** Getter for linkedTableName.
+    *******************************************************************************/
+   public String getLinkedTableName()
+   {
+      return (linkedTableName);
+   }
+
+
+
+   /*******************************************************************************
+    ** Fluent setter for linkedTableName.
+    *******************************************************************************/
+   public EmailApiRequest withLinkedTableName(String linkedTableName)
+   {
+      this.linkedTableName = linkedTableName;
+      return (this);
+   }
+
+
+
+   /*******************************************************************************
+    ** Getter for linkedRecordId.
+    *******************************************************************************/
+   public String getLinkedRecordId()
+   {
+      return (linkedRecordId);
+   }
+
+
+
+   /*******************************************************************************
+    ** Fluent setter for linkedRecordId.
+    *******************************************************************************/
+   public EmailApiRequest withLinkedRecordId(String linkedRecordId)
+   {
+      this.linkedRecordId = linkedRecordId;
+      return (this);
+   }
+
+
+
+   /*******************************************************************************
+    ** Getter for senderQbit.
+    *******************************************************************************/
+   public String getSenderQbit()
+   {
+      return (senderQbit);
+   }
+
+
+
+   /*******************************************************************************
+    ** Fluent setter for senderQbit.
+    *******************************************************************************/
+   public EmailApiRequest withSenderQbit(String senderQbit)
+   {
+      this.senderQbit = senderQbit;
+      return (this);
+   }
+
+
+
+   /*******************************************************************************
+    ** Getter for senderProcess.
+    *******************************************************************************/
+   public String getSenderProcess()
+   {
+      return (senderProcess);
+   }
+
+
+
+   /*******************************************************************************
+    ** Fluent setter for senderProcess.
+    *******************************************************************************/
+   public EmailApiRequest withSenderProcess(String senderProcess)
+   {
+      this.senderProcess = senderProcess;
+      return (this);
+   }
+
+
+
+   /*******************************************************************************
+    ** Getter for variables.
+    *******************************************************************************/
+   public Map<String, Serializable> getVariables()
+   {
+      return (variables);
+   }
+
+
+
+   /*******************************************************************************
+    ** Fluent setter for variables.
+    *******************************************************************************/
+   public EmailApiRequest withVariables(Map<String, Serializable> variables)
+   {
+      this.variables = variables;
+      return (this);
+   }
+
+
+
+   /*******************************************************************************
+    ** Getter for recordVariables.
+    *******************************************************************************/
+   public Map<String, RecordVariable> getRecordVariables()
+   {
+      return (recordVariables);
+   }
+
+
+
+   /*******************************************************************************
+    ** Fluent setter for recordVariables.
+    *******************************************************************************/
+   public EmailApiRequest withRecordVariables(Map<String, RecordVariable> recordVariables)
+   {
+      this.recordVariables = recordVariables;
+      return (this);
+   }
+
+
+
+   /*******************************************************************************
+    ** Append to recipients. Sending still enforces category and PHI recipient rules.
+    *******************************************************************************/
+   public EmailApiRequest withTo(String... addresses)
+   {
+      to.addAll(List.of(addresses));
+      return (this);
+   }
+
+
+
+   /*******************************************************************************
+    ** Append cc recipients. Sending still enforces category and PHI recipient rules.
+    *******************************************************************************/
+   public EmailApiRequest withCc(String... addresses)
+   {
+      cc.addAll(List.of(addresses));
+      return (this);
+   }
+
+
+
+   /*******************************************************************************
+    ** Append bcc recipients. Sending still enforces category and PHI recipient rules.
+    *******************************************************************************/
+   public EmailApiRequest withBcc(String... addresses)
+   {
+      bcc.addAll(List.of(addresses));
+      return (this);
+   }
+
+
+
+   /*******************************************************************************
+    ** Link the message to an application record.
+    *******************************************************************************/
+   public EmailApiRequest withLinkedRecord(String table, Object id)
+   {
+      linkedTableName = table;
+      linkedRecordId = id == null ? null : String.valueOf(id);
+      return (this);
+   }
+
+
+
+   /*******************************************************************************
+    ** Identify the producing qbit and process.
+    *******************************************************************************/
+   public EmailApiRequest withSender(String qbit, String process)
+   {
+      senderQbit = qbit;
+      senderProcess = process;
+      return (this);
+   }
+
+
+
+   /*******************************************************************************
+    ** Bind one variable; template schema and classification checks still apply.
+    *******************************************************************************/
+   public EmailApiRequest withVariable(String name, Serializable value)
+   {
+      variables.put(name, value);
+      return (this);
+   }
+
+
+
+   /*******************************************************************************
+    ** Bind record provenance without reading or snapshotting the record.
+    *******************************************************************************/
+   public EmailApiRequest withRecordVariable(String name, String table, Serializable pk)
+   {
+      recordVariables.put(name, new RecordVariable(table, pk));
+      return (this);
+   }
+
+
+
+   /*******************************************************************************
+    ** A record reference; values are resolved and classified by the sending service.
+    *******************************************************************************/
+   public record RecordVariable(String table, Serializable id)
+   {
+   }
+}

src/main/java/com/kingsrook/qbits/email/api/EmailApiResult.java

@@ -0,0 +1,39 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2025.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * 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
+ *
+ *     https://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.email.api;
+
+
+import java.util.List;
+
+
+/*******************************************************************************
+ ** Immutable enqueue result with plain refusal reasons.
+ *******************************************************************************/
+public record EmailApiResult(Integer messageId, EmailApiStatus status, List<String> reasons)
+{
+   /*******************************************************************************
+    ** Copy reasons so callers cannot mutate an outcome.
+    *******************************************************************************/
+   public EmailApiResult
+   {
+      reasons = List.copyOf(reasons);
+   }
+}

src/main/java/com/kingsrook/qbits/email/api/EmailApiSenderAddress.java

@@ -0,0 +1,29 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2025.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * 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
+ *
+ *     https://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.email.api;
+
+
+/*******************************************************************************
+ ** An enabled provider sender address; no provider credentials.
+ *******************************************************************************/
+public record EmailApiSenderAddress(Integer id, String address, String displayName, boolean isDefault)
+{
+}

src/main/java/com/kingsrook/qbits/email/api/EmailApiStatus.java

@@ -0,0 +1,33 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2025.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * 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
+ *
+ *     https://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.email.api;
+
+
+/*******************************************************************************
+ ** Enqueue outcomes. QUEUED acknowledges storage, not delivery.
+ *******************************************************************************/
+public enum EmailApiStatus
+{
+   QUEUED,
+   DUPLICATE,
+   SUPPRESSED,
+   REFUSED
+}

src/main/java/com/kingsrook/qbits/email/api/EmailApiTemplate.java

@@ -0,0 +1,319 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2025.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * 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
+ *
+ *     https://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.email.api;
+
+
+import java.util.ArrayList;
+import java.util.List;
+
+
+/*******************************************************************************
+ ** A create-once template definition. Existing templates and versions are never overwritten.
+ ** New templates are not PHI approved; approval remains a separately authorized operation.
+ *******************************************************************************/
+public final class EmailApiTemplate
+{
+   private String name;
+   private String label;
+   private EmailApiCategory category;
+   private String kind = "MARKDOWN";
+   private String subject;
+   private String body;
+   private String textBody;
+   private String variablesSchema;
+   private List<EmailApiVariable> variables = new ArrayList<>();
+   private String sampleVariables;
+   private String ownerQbit;
+   private String editPermissionName;
+
+
+
+   /*******************************************************************************
+    ** Getter for name.
+    *******************************************************************************/
+   public String getName()
+   {
+      return (name);
+   }
+
+
+
+   /*******************************************************************************
+    ** Fluent setter for name.
+    *******************************************************************************/
+   public EmailApiTemplate withName(String name)
+   {
+      this.name = name;
+      return (this);
+   }
+
+
+
+   /*******************************************************************************
+    ** Getter for label.
+    *******************************************************************************/
+   public String getLabel()
+   {
+      return (label);
+   }
+
+
+
+   /*******************************************************************************
+    ** Fluent setter for label.
+    *******************************************************************************/
+   public EmailApiTemplate withLabel(String label)
+   {
+      this.label = label;
+      return (this);
+   }
+
+
+
+   /*******************************************************************************
+    ** Getter for category.
+    *******************************************************************************/
+   public EmailApiCategory getCategory()
+   {
+      return (category);
+   }
+
+
+
+   /*******************************************************************************
+    ** Fluent setter for category.
+    *******************************************************************************/
+   public EmailApiTemplate withCategory(EmailApiCategory category)
+   {
+      this.category = category;
+      return (this);
+   }
+
+
+
+   /*******************************************************************************
+    ** Getter for kind.
+    *******************************************************************************/
+   public String getKind()
+   {
+      return (kind);
+   }
+
+
+
+   /*******************************************************************************
+    ** Fluent setter for kind.
+    *******************************************************************************/
+   public EmailApiTemplate withKind(String kind)
+   {
+      this.kind = kind;
+      return (this);
+   }
+
+
+
+   /*******************************************************************************
+    ** Getter for subject.
+    *******************************************************************************/
+   public String getSubject()
+   {
+      return (subject);
+   }
+
+
+
+   /*******************************************************************************
+    ** Fluent setter for subject.
+    *******************************************************************************/
+   public EmailApiTemplate withSubject(String subject)
+   {
+      this.subject = subject;
+      return (this);
+   }
+
+
+
+   /*******************************************************************************
+    ** Getter for body.
+    *******************************************************************************/
+   public String getBody()
+   {
+      return (body);
+   }
+
+
+
+   /*******************************************************************************
+    ** Fluent setter for body.
+    *******************************************************************************/
+   public EmailApiTemplate withBody(String body)
+   {
+      this.body = body;
+      return (this);
+   }
+
+
+
+   /*******************************************************************************
+    ** Getter for textBody.
+    *******************************************************************************/
+   public String getTextBody()
+   {
+      return (textBody);
+   }
+
+
+
+   /*******************************************************************************
+    ** Fluent setter for textBody.
+    *******************************************************************************/
+   public EmailApiTemplate withTextBody(String textBody)
+   {
+      this.textBody = textBody;
+      return (this);
+   }
+
+
+
+   /*******************************************************************************
+    ** Getter for variablesSchema.
+    *******************************************************************************/
+   public String getVariablesSchema()
+   {
+      return (variablesSchema);
+   }
+
+
+
+   /*******************************************************************************
+    ** Fluent setter for variablesSchema.
+    *******************************************************************************/
+   public EmailApiTemplate withVariablesSchema(String variablesSchema)
+   {
+      this.variablesSchema = variablesSchema;
+      return (this);
+   }
+
+
+
+   /*******************************************************************************
+    ** Getter for variables.
+    *******************************************************************************/
+   public List<EmailApiVariable> getVariables()
+   {
+      return (variables);
+   }
+
+
+
+   /*******************************************************************************
+    ** Fluent setter for variables.
+    *******************************************************************************/
+   public EmailApiTemplate withVariables(List<EmailApiVariable> variables)
+   {
+      this.variables = variables;
+      return (this);
+   }
+
+
+
+   /*******************************************************************************
+    ** Getter for sampleVariables.
+    *******************************************************************************/
+   public String getSampleVariables()
+   {
+      return (sampleVariables);
+   }
+
+
+
+   /*******************************************************************************
+    ** Fluent setter for sampleVariables.
+    *******************************************************************************/
+   public EmailApiTemplate withSampleVariables(String sampleVariables)
+   {
+      this.sampleVariables = sampleVariables;
+      return (this);
+   }
+
+
+
+   /*******************************************************************************
+    ** Getter for ownerQbit.
+    *******************************************************************************/
+   public String getOwnerQbit()
+   {
+      return (ownerQbit);
+   }
+
+
+
+   /*******************************************************************************
+    ** Fluent setter for ownerQbit.
+    *******************************************************************************/
+   public EmailApiTemplate withOwnerQbit(String ownerQbit)
+   {
+      this.ownerQbit = ownerQbit;
+      return (this);
+   }
+
+
+
+   /*******************************************************************************
+    ** Getter for editPermissionName.
+    *******************************************************************************/
+   public String getEditPermissionName()
+   {
+      return (editPermissionName);
+   }
+
+
+
+   /*******************************************************************************
+    ** Fluent setter for editPermissionName.
+    *******************************************************************************/
+   public EmailApiTemplate withEditPermissionName(String editPermissionName)
+   {
+      this.editPermissionName = editPermissionName;
+      return (this);
+   }
+
+
+
+   /*******************************************************************************
+    ** Append a typed variable declaration. Use this or variablesSchema, not both.
+    *******************************************************************************/
+   public EmailApiTemplate withVariable(EmailApiVariable variable)
+   {
+      variables.add(variable);
+      return (this);
+   }
+
+
+
+   /*******************************************************************************
+    ** Append a variable declaration using the template schema vocabulary.
+    *******************************************************************************/
+   public EmailApiTemplate withVariable(String name, String label, String type, boolean required, String classification)
+   {
+      return (withVariable(new EmailApiVariable(name, label, type, required, classification)));
+   }
+}

src/main/java/com/kingsrook/qbits/email/api/EmailApiTemplateEffectResult.java

@@ -0,0 +1,29 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2025.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * 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
+ *
+ *     https://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.email.api;
+
+
+/*******************************************************************************
+ ** Exact stored subject for a checked template envelope, never an arbitrary lookup.
+ *******************************************************************************/
+public record EmailApiTemplateEffectResult(EmailApiEffectResult effect, String subject)
+{
+}

src/main/java/com/kingsrook/qbits/email/api/EmailApiVariable.java

@@ -0,0 +1,30 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2025.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * 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
+ *
+ *     https://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.email.api;
+
+
+/*******************************************************************************
+ ** Template variable declaration. Types: STRING, NUMBER, DATE, DATE_TIME, BOOLEAN,
+ ** URL, LIST, RECORD. Classification: PUBLIC, CONFIDENTIAL, PII, PHI or null.
+ *******************************************************************************/
+public record EmailApiVariable(String name, String label, String type, boolean required, String classification)
+{
+}

src/main/java/com/kingsrook/qbits/email/app/EmailApp.java

@@ -0,0 +1,123 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2025.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * 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
+ *
+ *     https://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.email.app;
+
+
+import java.util.List;
+import java.util.Map;
+import com.kingsrook.qbits.email.EmailQBitConfig;
+import com.kingsrook.qbits.email.health.EmailHealthWidget;
+import com.kingsrook.qbits.email.metadata.EmailTables;
+import com.kingsrook.qqq.backend.core.actions.dashboard.widgets.AbstractWidgetRenderer;
+import com.kingsrook.qqq.backend.core.exceptions.QException;
+import com.kingsrook.qqq.backend.core.model.actions.widgets.RenderWidgetInput;
+import com.kingsrook.qqq.backend.core.model.actions.widgets.RenderWidgetOutput;
+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.QIcon;
+import com.kingsrook.qqq.backend.core.model.metadata.tables.QTableMetaData;
+
+
+/*******************************************************************************
+ ** Email app with viewer-scoped dashboard widgets and the five main tables in navigation.
+ ** Versions and attempts are child lists, and processes are record actions.
+ *******************************************************************************/
+public final class EmailApp
+{
+   public static final String HOME_WIDGET         = "emailHome";
+
+
+
+
+   /*******************************************************************************
+    ** Utility class.
+    *******************************************************************************/
+   private EmailApp()
+   {
+   }
+
+
+
+   /*******************************************************************************
+    ** Standard home and record preview widgets.
+    *******************************************************************************/
+   public static List<QWidgetMetaData> widgets()
+   {
+      return (List.of(
+         widget(HOME_WIDGET, "Overview", WidgetType.HTML.getType(), HomeRenderer.class),
+         widget("emailHealth", "Email health", WidgetType.STATISTICS.getType(), EmailHealthWidget.class),
+         widget("emailTemplatePreview", "Preview", WidgetType.HTML.getType(), com.kingsrook.qbits.email.template.EmailPreviewWidget.class)));
+
+   }
+
+
+
+   /*******************************************************************************
+    ** The app, with the main tables as children.
+    *******************************************************************************/
+   public static QAppMetaData app(EmailQBitConfig config, Map<String, QTableMetaData> tables)
+   {
+      QAppMetaData app = new QAppMetaData()
+         .withName(config.getAppName())
+         .withLabel(config.getAppLabel())
+         .withIcon(new QIcon("mail"))
+         .withPermissionRules(EmailTables.permissionRules())
+         .withWidgets(List.of("emailHealth", HOME_WIDGET));
+      for(String name : EmailTables.MAIN)
+      {
+         if(tables.containsKey(name))
+         {
+            app.withChild(tables.get(name));
+         }
+      }
+      return (app);
+   }
+
+
+
+   /*******************************************************************************
+    ** Home renderer.
+    *******************************************************************************/
+   public static class HomeRenderer extends AbstractWidgetRenderer
+   {
+      /*******************************************************************************
+       ** Render.
+       *******************************************************************************/
+      @Override
+      public RenderWidgetOutput render(RenderWidgetInput input) throws QException
+      {
+         return (new RenderWidgetOutput(EmailHome.overview()));
+      }
+   }
+
+
+
+   /*******************************************************************************
+    ** Full-width widgets follow the Alerts home pattern.
+    *******************************************************************************/
+   private static QWidgetMetaData widget(String name, String label, String type, Class<?> renderer)
+   {
+      return (new QWidgetMetaData().withName(name).withLabel(label).withType(type).withGridColumns(12).withIsCard(false)
+         .withShowReloadButton(true).withCodeReference(new QCodeReference(renderer)).withPermissionRules(EmailTables.permissionRules()));
+   }
+}

src/main/java/com/kingsrook/qbits/email/app/EmailHome.java

@@ -0,0 +1,208 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2025.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * 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
+ *
+ *     https://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.email.app;
+
+
+import java.time.Instant;
+import java.time.ZoneOffset;
+import java.time.format.DateTimeFormatter;
+import java.time.temporal.ChronoUnit;
+import java.util.ArrayList;
+import java.util.List;
+import java.util.Locale;
+import com.kingsrook.qbits.email.EmailRuntime;
+import com.kingsrook.qbits.email.metadata.EmailTables;
+import com.kingsrook.qbits.email.permissions.EmailPermissionChecker;
+import com.kingsrook.qbits.email.permissions.EmailPermissions;
+import com.kingsrook.qbits.email.template.EmailBuiltIns;
+import com.kingsrook.qqq.backend.core.actions.tables.CountAction;
+import com.kingsrook.qqq.backend.core.actions.tables.QueryAction;
+import com.kingsrook.qqq.backend.core.exceptions.QException;
+import com.kingsrook.qqq.backend.core.model.actions.tables.count.CountInput;
+import com.kingsrook.qqq.backend.core.model.actions.tables.query.QCriteriaOperator;
+import com.kingsrook.qqq.backend.core.model.actions.tables.query.QFilterOrderBy;
+import com.kingsrook.qqq.backend.core.model.actions.tables.query.QQueryFilter;
+import com.kingsrook.qqq.backend.core.model.actions.tables.query.QueryInput;
+import com.kingsrook.qqq.backend.core.model.dashboard.widgets.ChartData;
+import com.kingsrook.qqq.backend.core.model.dashboard.widgets.RawHTML;
+import com.kingsrook.qqq.backend.core.model.data.QRecord;
+
+
+/*******************************************************************************
+ ** Real viewer-scoped data. Counts preserve record security without sampling;
+ ** inline bar charts and rows use the same theme-neutral styles as Webhooks.
+ *******************************************************************************/
+public final class EmailHome
+{
+   /*******************************************************************************
+    ** Utility class.
+    *******************************************************************************/
+   private EmailHome()
+   {
+   }
+
+   /*******************************************************************************
+    ** Counts and recent messages, without loading bodies or variable snapshots.
+    *******************************************************************************/
+   public static RawHTML overview() throws QException
+   {
+      Instant now = EmailRuntime.clock().instant();
+      List<Integer> totals = new ArrayList<>();
+      String[] fields = {"sentDate", "deliveredDate", "deadLetterDate", "bouncedDate", "complainedDate"};
+      for(int i = 0; i < fields.length; i++)
+      {
+         String eventType = switch(i)
+         {
+            case 1 -> "DELIVERED";
+            case 3 -> "BOUNCED";
+            case 4 -> "COMPLAINED";
+            default -> null;
+         };
+         String field = eventType == null ? fields[i] : "occurredDate";
+         QQueryFilter filter = since(field, now.minus(i < 3 ? 1 : 7, ChronoUnit.DAYS))
+            .withCriteria(field, QCriteriaOperator.LESS_THAN_OR_EQUALS, now);
+         if(eventType != null)
+         {
+            filter.withCriteria("eventType", QCriteriaOperator.EQUALS, eventType);
+         }
+         totals.add(count(eventType == null ? EmailTables.MESSAGE : EmailTables.EVENT, filter));
+      }
+      totals.add(count(EmailTables.SUPPRESSION, new QQueryFilter()));
+      List<QRecord> messages = query(EmailTables.MESSAGE, new QQueryFilter().withOrderBy(new QFilterOrderBy("createDate", false))
+         .withOrderBy(new QFilterOrderBy("id", false)).withLimit(20), List.of("id", "createDate", "toAddresses", "subject", "phiApproved", "status"));
+      boolean admin = EmailPermissionChecker.has(EmailPermissions.ADMIN);
+      List<EmailSetupStatus.Item> setup = List.of();
+      if(admin)
+      {
+         EmailBuiltIns.ensure();
+         setup = EmailSetupStatus.load();
+      }
+      return (new RawHTML(null, EmailHomeView.render(totals, hourly(), messages, suppressions(), setup)));
+   }
+
+   /*******************************************************************************
+    ** Twenty-four UTC hour buckets, counting successful and failed attempts.
+    *******************************************************************************/
+   public static ChartData hourly() throws QException
+   {
+      Instant start = EmailRuntime.clock().instant().truncatedTo(ChronoUnit.HOURS).minus(23, ChronoUnit.HOURS);
+      List<String> labels = new ArrayList<>();
+      List<Number> sent = new ArrayList<>();
+      List<Number> failed = new ArrayList<>();
+      for(int i = 0; i < 24; i++)
+      {
+         Instant hour = start.plus(i, ChronoUnit.HOURS);
+         labels.add(DateTimeFormatter.ofPattern("HH:mm", Locale.ENGLISH).withZone(ZoneOffset.UTC).format(hour));
+         QQueryFilter filter = since("endDate", hour).withCriteria("endDate", QCriteriaOperator.LESS_THAN, hour.plus(1, ChronoUnit.HOURS));
+         sent.add(count(EmailTables.ATTEMPT, filter.clone().withCriteria("outcome", QCriteriaOperator.EQUALS, "SUCCEEDED")));
+         failed.add(count(EmailTables.ATTEMPT, filter.clone().withCriteria("outcome", QCriteriaOperator.IN, List.of("TRANSIENT_FAILURE", "PROVIDER_FAILURE", "PERMANENT_FAILURE", "LEASE_EXPIRED"))));
+      }
+      return (chart(labels, List.of(dataset("Sent", sent, "#16a34a"), dataset("Failed", failed, "#dc2626")), "No completed attempts in the last 24 hours. Counts use UTC hours."));
+   }
+
+   /*******************************************************************************
+    ** Suppression rows created per UTC day and reason, for thirty days.
+    *******************************************************************************/
+   public static ChartData suppressions() throws QException
+   {
+      Instant start = EmailRuntime.clock().instant().truncatedTo(ChronoUnit.DAYS).minus(29, ChronoUnit.DAYS);
+      List<String> labels = new ArrayList<>();
+      List<ChartData.Data.Dataset> datasets = new ArrayList<>();
+      List<String> reasons = List.of("HARD_BOUNCE", "COMPLAINT", "UNSUBSCRIBE", "MANUAL");
+      List<String> colors = List.of("#dc2626", "#d97706", "#2563eb", "#6b7280");
+      for(int r = 0; r < reasons.size(); r++)
+      {
+         List<Number> counts = new ArrayList<>();
+         for(int i = 0; i < 30; i++)
+         {
+            Instant day = start.plus(i, ChronoUnit.DAYS);
+            if(r == 0)
+            {
+               labels.add(DateTimeFormatter.ofPattern("MMM d", Locale.ENGLISH).withZone(ZoneOffset.UTC).format(day));
+            }
+            counts.add(count(EmailTables.SUPPRESSION, since("createdDate", day).withCriteria("createdDate", QCriteriaOperator.LESS_THAN, day.plus(1, ChronoUnit.DAYS))
+               .withCriteria("reason", QCriteriaOperator.EQUALS, reasons.get(r))));
+         }
+         datasets.add(dataset(com.kingsrook.qbits.email.metadata.EmailEnums.SuppressionReason.valueOf(reasons.get(r)).getPossibleValueLabel(), counts, colors.get(r)));
+      }
+      return (chart(labels, datasets, "No new suppressions in the last 30 days. Counts use UTC dates."));
+   }
+
+   /*******************************************************************************
+    ** Standard chart with an honest empty-state sublabel.
+    *******************************************************************************/
+   private static ChartData chart(List<String> labels, List<ChartData.Data.Dataset> datasets, String empty)
+   {
+      ChartData chart = new ChartData().withChartData(new ChartData.Data().withLabels(labels).withDatasets(datasets));
+      boolean any = datasets.stream().anyMatch(d -> d.getData().stream().anyMatch(n -> n.doubleValue() > 0));
+      chart.setSublabel(any ? "Real data visible to your session; UTC buckets." : empty);
+      return (chart);
+   }
+
+   /*******************************************************************************
+    ** A standard chart series.
+    *******************************************************************************/
+   private static ChartData.Data.Dataset dataset(String label, List<Number> values, String color)
+   {
+      return (new ChartData.Data.Dataset().withLabel(label).withData(values).withColor(color));
+   }
+
+   /*******************************************************************************
+    ** Mask display names and all but the first local-part character.
+    *******************************************************************************/
+   public static String mask(String recipients)
+   {
+      try
+      {
+         String address = jakarta.mail.internet.InternetAddress.parse(recipients)[0].getAddress();
+         int at = address.lastIndexOf('@');
+         return (at > 0 ? address.charAt(0) + "***" + address.substring(at) : "[masked]");
+      }
+      catch(Exception e)
+      {
+         return ("[masked]");
+      }
+   }
+
+   /*******************************************************************************
+    ** Date lower bound, always used with viewer-scoped actions.
+    *******************************************************************************/
+   private static QQueryFilter since(String field, Instant since)
+   {
+      return (new QQueryFilter().withCriteria(field, QCriteriaOperator.GREATER_THAN_OR_EQUALS, since));
+   }
+
+   /*******************************************************************************
+    ** Exact count as the viewer, without authorized scopes.
+    *******************************************************************************/
+   private static int count(String table, QQueryFilter filter) throws QException
+   {
+      return (new CountAction().execute(new CountInput(table).withFilter(filter)).getCount());
+   }
+
+   /*******************************************************************************
+    ** Select only home fields; row and field security remain active.
+    *******************************************************************************/
+   private static List<QRecord> query(String table, QQueryFilter filter, List<String> fields) throws QException
+   {
+      return (new QueryAction().execute(new QueryInput(table).withFilter(filter).withFieldNamesToInclude(new java.util.HashSet<>(fields)).withShouldFetchHeavyFields(true)).getRecords());
+   }
+}

src/main/java/com/kingsrook/qbits/email/app/EmailHomeView.java

@@ -0,0 +1,267 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2025.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * 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
+ *
+ *     https://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.email.app;
+
+
+import java.time.Instant;
+import java.time.ZoneOffset;
+import java.time.format.DateTimeFormatter;
+import java.util.List;
+import java.util.Locale;
+import com.kingsrook.qbits.email.metadata.EmailEnums;
+import com.kingsrook.qbits.email.metadata.EmailTables;
+import com.kingsrook.qbits.email.template.EmailTemplateEngine;
+import com.kingsrook.qqq.backend.core.model.dashboard.widgets.ChartData;
+import com.kingsrook.qqq.backend.core.model.data.QRecord;
+
+
+/*******************************************************************************
+ ** Inline styles survive the UI sanitizer. Grids collapse into labelled cards;
+ ** bars shrink with their container and all ordinary text inherits the theme.
+ *******************************************************************************/
+public final class EmailHomeView
+{
+   private static final String WRAP = "min-width:0;max-width:100%;overflow-wrap:anywhere;word-break:break-word;box-sizing:border-box;";
+   private static final String CARD = WRAP + "padding:16px;border:1px solid rgba(127,127,127,.3);border-radius:8px;";
+   private static final String ROW = WRAP + "display:grid;grid-template-columns:repeat(auto-fit,minmax(min(100%,12rem),1fr));gap:6px 16px;padding:10px 0;border-top:1px solid rgba(127,127,127,.2);";
+   private static final String OK = "#2e9e5b";
+   private static final String FAIL = "#d64545";
+   private static final DateTimeFormatter WHEN = DateTimeFormatter.ofPattern("MMM d, HH:mm 'UTC'", Locale.ENGLISH).withZone(ZoneOffset.UTC);
+
+
+
+   /*******************************************************************************
+    ** Utility class.
+    *******************************************************************************/
+   private EmailHomeView()
+   {
+   }
+
+
+
+   /*******************************************************************************
+    ** One ordered home with real, viewer-scoped data supplied by EmailHome.
+    *******************************************************************************/
+   public static String render(List<Integer> totals, ChartData hourly, List<QRecord> messages, ChartData suppressions)
+   {
+      return (render(totals, hourly, messages, suppressions, List.of()));
+   }
+
+
+
+   /*******************************************************************************
+    ** The same home with the Setup card first (email admins), when there are items.
+    *******************************************************************************/
+   public static String render(List<Integer> totals, ChartData hourly, List<QRecord> messages, ChartData suppressions, List<EmailSetupStatus.Item> setup)
+   {
+      StringBuilder html = new StringBuilder("<div style=\"" + WRAP + "display:flex;flex-direction:column;gap:16px;color:inherit;line-height:1.4\">");
+      setup(html, setup);
+      html.append("<div style=\"" + WRAP + "display:grid;grid-template-columns:repeat(auto-fit,minmax(min(100%,9rem),1fr));gap:12px\">");
+      List<String> labels = List.of("Sent (24 h)", "Delivered (24 h)", "Dead letters (24 h)", "Bounced (7 d)", "Complaints (7 d)", "Suppressed addresses");
+      for(int i = 0; i < labels.size(); i++)
+      {
+         html.append("<div style=\"").append(CARD).append("padding:12px\"><div style=\"font-size:1.6rem;font-weight:600;line-height:1.2;")
+            .append(i >= 2 && i <= 4 && totals.get(i) > 0 ? "color:" + FAIL : "color:inherit").append("\">")
+            .append(String.format(Locale.ENGLISH, "%,d", totals.get(i))).append("</div><div style=\"font-size:.85rem;opacity:.75\">")
+            .append(labels.get(i)).append("</div></div>");
+      }
+      html.append("</div>");
+      bars(html, "Sends per hour, last 24 hours", hourly);
+      messages(html, messages);
+      bars(html, "Suppressions added, last 30 days", suppressions);
+      return (html.append("</div>").toString());
+   }
+
+
+
+   /*******************************************************************************
+    ** The Setup card: each part of Email, set up or not, and the next step, linked
+    ** to its table.
+    *******************************************************************************/
+   private static void setup(StringBuilder html, List<EmailSetupStatus.Item> items)
+   {
+      if(items.isEmpty())
+      {
+         return;
+      }
+      section(html, "Setup");
+      long todo = items.stream().filter(item -> item.state() == EmailSetupStatus.State.TODO).count();
+      html.append("<p style=\"margin:0 0 8px;opacity:.75\">").append(todo == 0 ? "Everything Email needs is set up." : todo + (todo == 1 ? " item needs" : " items need") + " attention.").append("</p>");
+      for(EmailSetupStatus.Item item : items)
+      {
+         String color = switch(item.state())
+         {
+            case OK -> OK;
+            case TODO -> FAIL;
+            case DEFAULT -> "#d97706";
+            case OPTIONAL -> "#808080";
+         };
+         String label = switch(item.state())
+         {
+            case OK -> "Set up";
+            case TODO -> "Needs setup";
+            case DEFAULT -> "Using defaults";
+            case OPTIONAL -> "Optional";
+         };
+         String name = item.tableName() == null ? esc(item.label()) : "<a style=\"color:inherit\" href=\"/app/" + esc(item.tableName()) + "\">" + esc(item.label()) + "</a>";
+         html.append("<div style=\"").append(ROW).append("\">")
+            .append(cell("Part", "<strong>" + name + "</strong><br><span style=\"color:" + color + "\">" + label + "</span>"))
+            .append(cell("Status", esc(item.detail())))
+            .append(cell("Next step", esc(item.nextStep() == null ? "Nothing to do" : item.nextStep()))).append("</div>");
+      }
+      html.append("</section>");
+   }
+
+
+
+   /*******************************************************************************
+    ** A bounded stacked bar chart, including exact values in each bar's title.
+    *******************************************************************************/
+   private static void bars(StringBuilder html, String title, ChartData chart)
+   {
+      section(html, title);
+      var data = chart.getChartData();
+      int max = 0;
+      for(int i = 0; i < data.getLabels().size(); i++)
+      {
+         int total = 0;
+         for(var dataset : data.getDatasets())
+         {
+            total += dataset.getData().get(i).intValue();
+         }
+         max = Math.max(max, total);
+      }
+      if(max == 0)
+      {
+         html.append("<p style=\"margin:0;opacity:.75\">").append(esc(chart.getSublabel())).append("</p></section>");
+         return;
+      }
+      html.append("<div style=\"font-size:.75rem;opacity:.75\">Peak ").append(max).append("</div>")
+         .append("<div role=\"img\" aria-label=\"").append(esc(title)).append("; stacked counts, UTC\" style=\"")
+         .append(WRAP).append("display:flex;align-items:flex-end;gap:2px;height:140px;width:100%\">");
+      for(int i = 0; i < data.getLabels().size(); i++)
+      {
+         StringBuilder description = new StringBuilder(data.getLabels().get(i));
+         for(var dataset : data.getDatasets())
+         {
+            description.append("; ").append(dataset.getLabel()).append(": ").append(dataset.getData().get(i));
+         }
+         html.append("<div title=\"").append(esc(description.toString())).append("\" style=\"flex:1 1 0;min-width:0;height:100%;display:flex;flex-direction:column-reverse\">");
+         for(var dataset : data.getDatasets())
+         {
+            html.append("<div style=\"background:").append(dataset.getColor()).append(";height:")
+               .append(String.format(Locale.ROOT, "%.3f", 100.0 * dataset.getData().get(i).doubleValue() / max)).append("%\"></div>");
+         }
+         html.append("</div>");
+      }
+      html.append("</div><div style=\"display:flex;justify-content:space-between;gap:8px;min-width:0;font-size:.75rem;opacity:.75;margin-top:4px\">");
+      for(int i : new int[] {0, data.getLabels().size() / 2, data.getLabels().size() - 1})
+      {
+         html.append("<span>").append(esc(data.getLabels().get(i))).append("</span>");
+      }
+      html.append("</div><div style=\"display:flex;flex-wrap:wrap;gap:8px 16px;min-width:0;font-size:.8rem;margin-top:8px\">");
+      for(var dataset : data.getDatasets())
+      {
+         html.append("<span><span style=\"display:inline-block;width:.7rem;height:.7rem;margin-right:5px;background:")
+            .append(dataset.getColor()).append("\"></span>").append(esc(dataset.getLabel())).append("</span>");
+      }
+      html.append("<span style=\"opacity:.75\">UTC</span></div></section>");
+   }
+
+
+
+   /*******************************************************************************
+    ** The whole row is a link. Labelled columns stack as cards on narrow screens.
+    *******************************************************************************/
+   private static void messages(StringBuilder html, List<QRecord> messages)
+   {
+      section(html, "Recent messages");
+      if(messages.isEmpty())
+      {
+         html.append("<p style=\"margin:0;opacity:.75\">No messages yet.</p>");
+      }
+      for(QRecord message : messages)
+      {
+         String subject = Boolean.TRUE.equals(message.getValueBoolean("phiApproved")) || "[encrypted]".equals(message.getValueString("subject"))
+            ? "Secure message" : value(message, "subject", "Message " + message.getValueInteger("id"));
+         String status = message.getValueString("status");
+         html.append("<a href=\"/app/").append(EmailTables.MESSAGE).append('/').append(message.getValueInteger("id"))
+            .append("\" style=\"").append(ROW).append("color:inherit;text-decoration:none\">")
+            .append(cell("When", esc(when(message.getValueInstant("createDate")))))
+            .append(cell("To", esc(EmailHome.mask(message.getValueString("toAddresses")))))
+            .append(cell("Subject", esc(subject)))
+            .append(cell("Status", esc(status == null ? "Unknown" : EmailEnums.MessageStatus.valueOf(status).getPossibleValueLabel())))
+            .append("</a>");
+      }
+      html.append("</section>");
+   }
+
+
+
+   /*******************************************************************************
+    ** One bordered section, using the surrounding theme's text colour.
+    *******************************************************************************/
+   private static void section(StringBuilder html, String title)
+   {
+      html.append("<section style=\"").append(CARD).append("\"><h3 style=\"margin:0 0 12px;font-size:1rem;font-weight:600\">").append(esc(title)).append("</h3>");
+   }
+
+
+
+   /*******************************************************************************
+    ** A labelled, shrinkable cell that remains understandable when stacked.
+    *******************************************************************************/
+   private static String cell(String label, String content)
+   {
+      return ("<div style=\"" + WRAP + "\"><span style=\"display:block;font-size:.75rem;opacity:.65\">" + esc(label) + "</span> " + content + "</div>");
+   }
+
+
+
+   /*******************************************************************************
+    ** Compact UTC dates, with an honest missing value.
+    *******************************************************************************/
+   private static String when(Instant instant)
+   {
+      return (instant == null ? "None" : WHEN.format(instant));
+   }
+
+
+
+   /*******************************************************************************
+    ** Blank fields use a human-readable fallback.
+    *******************************************************************************/
+   private static String value(QRecord row, String field, String fallback)
+   {
+      String value = row.getValueString(field);
+      return (value == null || value.isBlank() ? fallback : value);
+   }
+
+
+
+   /*******************************************************************************
+    ** Escape every record-sourced value before inserting HTML.
+    *******************************************************************************/
+   private static String esc(String value)
+   {
+      return (EmailTemplateEngine.escape(value));
+   }
+}

src/main/java/com/kingsrook/qbits/email/app/EmailSetupStatus.java

@@ -0,0 +1,199 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2025.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * 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
+ *
+ *     https://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.email.app;
+
+
+import java.util.ArrayList;
+import java.util.List;
+import com.kingsrook.qbits.email.EmailQBitConfig;
+import com.kingsrook.qbits.email.EmailRuntime;
+import com.kingsrook.qbits.email.api.EmailApi;
+import com.kingsrook.qbits.email.api.EmailApiCategory;
+import com.kingsrook.qbits.email.api.EmailApiReadiness;
+import com.kingsrook.qbits.email.api.EmailApiReadinessCheck;
+import com.kingsrook.qbits.email.metadata.EmailTables;
+import com.kingsrook.qbits.email.support.EmailStore;
+import com.kingsrook.qbits.email.support.SystemWrites;
+import com.kingsrook.qqq.backend.core.context.QContext;
+import com.kingsrook.qqq.backend.core.exceptions.QException;
+import com.kingsrook.qqq.backend.core.model.actions.tables.query.QQueryFilter;
+import com.kingsrook.qqq.backend.core.model.data.QRecord;
+
+
+/*******************************************************************************
+ ** The Setup card on the Email home: each configuration table, whether it is
+ ** set up, and the next step. It uses the same resolution the sender uses (the
+ ** default provider, the brand lookup, EmailApi.readiness), so it never reports
+ ** a problem the sender would not have.
+ *******************************************************************************/
+public final class EmailSetupStatus
+{
+   /*******************************************************************************
+    ** OK: working. TODO: needs attention. DEFAULT: working on built-in defaults.
+    ** 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 EmailSetupStatus()
+   {
+   }
+
+
+
+   /*******************************************************************************
+    ** Build the items (as the qbit, for an email admin).
+    *******************************************************************************/
+   public static List<Item> load() throws QException
+   {
+      EmailQBitConfig config = EmailRuntime.config();
+      List<Item>      items  = new ArrayList<>();
+
+      ///////////////////////////////////////////////////////////
+      // the provider: the same check a send makes (readiness) //
+      ///////////////////////////////////////////////////////////
+      EmailApiReadiness readiness = EmailApi.readiness(QContext.getQInstance(), EmailApiCategory.TRANSACTIONAL);
+      List<QRecord>     providers = SystemWrites.query(EmailTables.PROVIDER, new QQueryFilter());
+      QRecord           active    = providers.stream().filter(p -> Boolean.TRUE.equals(p.getValueBoolean("enabled")) && Boolean.TRUE.equals(p.getValueBoolean("isDefault")))
+         .findFirst().orElse(null);
+      if(readiness.failed(EmailApiReadinessCheck.PROVIDER_MISSING))
+      {
+         items.add(new Item("Provider", EmailTables.PROVIDER, State.TODO, providers.isEmpty() ? "No provider yet, so nothing can be sent." : "No enabled default provider, so nothing can be sent.",
+            "Add one with New (kind, host or region, from address, and the NAMES of the secret variables), turn on Default, then Send Test Email."));
+      }
+      else if(readiness.failed(EmailApiReadinessCheck.PROVIDER_INVALID))
+      {
+         items.add(new Item("Provider", EmailTables.PROVIDER, State.TODO, "The default provider's configuration is invalid.", "Open it and fix the highlighted settings, then Send Test Email."));
+      }
+      else if(active != null && "UNHEALTHY".equals(active.getValueString("healthStatus")))
+      {
+         items.add(new Item("Provider", EmailTables.PROVIDER, State.TODO, "The default provider is failing. See System Health for its status.",
+            "Check its settings and secret variables, then Send Test Email."));
+      }
+      else
+      {
+         items.add(new Item("Provider", EmailTables.PROVIDER, State.OK, valueOr(active == null ? null : active.getValueString("label"), "The default provider") + " sends mail.", null));
+      }
+
+      ///////////////////////////////////////////////////////////////
+      // sender addresses: the provider's own from address works //
+      ///////////////////////////////////////////////////////////////
+      int senders = SystemWrites.count(EmailTables.SENDER, new QQueryFilter());
+      items.add(senders == 0
+         ? new Item("Sender addresses", EmailTables.SENDER, State.OPTIONAL, "None: the provider's own from address is used.", "Add some if one provider sends as several mailboxes.")
+         : new Item("Sender addresses", EmailTables.SENDER, State.OK, senders + (senders == 1 ? " address." : " addresses."), null));
+
+      //////////////////////////////////////////////////////////////////
+      // brand: the lookup the renderer does (app brand, then default) //
+      //////////////////////////////////////////////////////////////////
+      List<QRecord> brands = SystemWrites.query(EmailTables.BRAND, EmailStore.equal("appName", config.getAppName()));
+      if(brands.isEmpty())
+      {
+         brands = SystemWrites.query(EmailTables.BRAND, EmailStore.equal("isDefault", true));
+      }
+      if(brands.size() > 1)
+      {
+         items.add(new Item("Brands", EmailTables.BRAND, State.TODO, "More than one default brand matches, so branded sends are refused.", "Leave Default Brand on only one."));
+      }
+      else if(brands.isEmpty())
+      {
+         items.add(new Item("Brands", EmailTables.BRAND, State.DEFAULT, "No default brand: emails use the plain neutral look.", "Copy the neutral brand, set your logo, colors and footer, and tick Default Brand."));
+      }
+      else
+      {
+         items.add(new Item("Brands", EmailTables.BRAND, State.OK, valueOr(brands.getFirst().getValueString("label"), "The default brand") + " is the default.", null));
+      }
+
+      ///////////////
+      // templates //
+      ///////////////
+      int templates = SystemWrites.count(EmailTables.TEMPLATE, new QQueryFilter());
+      items.add(templates == 0
+         ? new Item("Templates", EmailTables.TEMPLATE, State.DEFAULT, "No template yet: plain messages can still be sent.", "Other qbits register theirs; add your own with New, then Activate Version.")
+         : new Item("Templates", EmailTables.TEMPLATE, State.OK, templates + (templates == 1 ? " template." : " templates."), null));
+
+      /////////////////////////////////////////////////////
+      // marketing: the same checks as a MARKETING send //
+      /////////////////////////////////////////////////////
+      EmailApiReadiness marketing = EmailApi.readiness(QContext.getQInstance(), EmailApiCategory.MARKETING);
+      List<String>      missing   = new ArrayList<>();
+      if(marketing.failed(EmailApiReadinessCheck.PUBLIC_BASE_URL))
+      {
+         missing.add("a public base URL");
+      }
+      if(marketing.failed(EmailApiReadinessCheck.UNSUBSCRIBE_KEY))
+      {
+         missing.add("the QQQ_EMAIL_UNSUBSCRIBE_KEY variable");
+      }
+      if(marketing.failed(EmailApiReadinessCheck.BRAND_POSTAL_ADDRESS))
+      {
+         missing.add("a default brand with a postal address");
+      }
+      items.add(missing.isEmpty()
+         ? new Item("Marketing email", EmailTables.BRAND, State.OK, "Ready: unsubscribe links, base URL and postal address are set.", null)
+         : new Item("Marketing email", EmailTables.BRAND, State.OPTIONAL, "Off until set up: needs " + String.join(", ", missing) + ".", "Only needed if you send marketing email."));
+
+      //////////////////////////////////////////////////////////
+      // delivery tracking: the provider's webhook secret name //
+      //////////////////////////////////////////////////////////
+      boolean webhook = active != null && valueOr(active.getValueString("webhookSecretEnvName"), "").length() > 0;
+      int     inbox   = SystemWrites.count(EmailTables.INBOX, new QQueryFilter());
+      items.add(webhook
+         ? new Item("Delivery tracking", EmailTables.INBOX, State.OK, inbox == 0 ? "A webhook secret is set; no callback has arrived yet." : inbox + " provider callbacks received.", null)
+         : new Item("Delivery tracking", EmailTables.INBOX, State.OPTIONAL, "Off: the default provider has no webhook secret variable, so bounces and complaints are not tracked.",
+            "Set the provider's webhook secret variable and point the provider at " + config.getWebhookBasePath() + "."));
+
+      int suppressed = SystemWrites.count(EmailTables.SUPPRESSION, new QQueryFilter());
+      items.add(new Item("Suppression list", EmailTables.SUPPRESSION, State.OPTIONAL, suppressed == 0 ? "No blocked addresses yet; bounces, complaints and unsubscribes add them." : suppressed + " blocked addresses.", null));
+
+      items.add(config.getSchedulerName() == null
+         ? new Item("Scheduler", null, State.TODO, "No scheduler is configured, so the outbox is only sent when someone runs Dispatch by hand.", "Set schedulerName in the Email config.")
+         : new Item("Scheduler", null, State.OK, "Dispatch, webhooks, maintenance and retention run on the " + config.getSchedulerName() + " scheduler.", null));
+      return (items);
+   }
+
+
+
+   /*******************************************************************************
+    ** The value, or the fallback when blank.
+    *******************************************************************************/
+   private static String valueOr(String value, String fallback)
+   {
+      return (value == null || value.isBlank() ? fallback : value);
+   }
+
+}

src/main/java/com/kingsrook/qbits/email/bridge/EmailOutboxMessagingProvider.java

@@ -0,0 +1,135 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2025.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * 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
+ *
+ *     https://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.email.bridge;
+
+
+import com.kingsrook.qbits.email.outbox.EmailRequest;
+import com.kingsrook.qbits.email.outbox.EmailSendResult;
+import com.kingsrook.qbits.email.outbox.EmailService;
+import com.kingsrook.qqq.backend.core.exceptions.QException;
+import com.kingsrook.qqq.backend.core.model.actions.messaging.MultiParty;
+import com.kingsrook.qqq.backend.core.model.actions.messaging.Party;
+import com.kingsrook.qqq.backend.core.model.actions.messaging.SendMessageInput;
+import com.kingsrook.qqq.backend.core.model.actions.messaging.SendMessageOutput;
+import com.kingsrook.qqq.backend.core.model.actions.messaging.email.EmailContentRole;
+import com.kingsrook.qqq.backend.core.model.actions.messaging.email.EmailPartyRole;
+import com.kingsrook.qqq.backend.core.modules.messaging.MessagingProviderInterface;
+import jakarta.mail.internet.InternetAddress;
+
+
+/*******************************************************************************
+ ** Adapts core messaging calls to durable asynchronous outbox inserts.
+ *******************************************************************************/
+public class EmailOutboxMessagingProvider implements MessagingProviderInterface
+{
+   /*******************************************************************************
+    ** Distinct provider type.
+    *******************************************************************************/
+   @Override
+   public String getType()
+   {
+      return (EmailOutboxMessagingProviderMetaData.TYPE);
+   }
+
+   /*******************************************************************************
+    ** Map core parties and alternatives; refuse unsupported attachments.
+    *******************************************************************************/
+   @Override
+   public SendMessageOutput sendMessage(SendMessageInput input) throws QException
+   {
+      if(input.getAttachmentList() != null && !input.getAttachmentList().isEmpty())
+      {
+         throw (new QException("Email attachments are not supported in part 1"));
+      }
+      EmailRequest request = input instanceof EmailTemplatedMessageInput templated && templated.getEmailRequest() != null
+         ? templated.getEmailRequest() : new EmailRequest().withSubject(input.getSubject());
+      parties(request, input.getTo(), EmailPartyRole.TO);
+      parties(request, input.getFrom(), EmailPartyRole.FROM);
+      if(input.getContentList() != null)
+      {
+         for(var content : input.getContentList())
+         {
+            if(content.getContentRole() == EmailContentRole.HTML)
+            {
+               request.withHtmlBody(content.getBody());
+            }
+            else if(content.getContentRole() == EmailContentRole.TEXT || content.getContentRole() == null)
+            {
+               request.withTextBody(content.getBody());
+            }
+            else
+            {
+               throw (new QException("Unsupported email content role"));
+            }
+         }
+      }
+      EmailSendResult result = EmailService.send(request);
+      if(result.status() == EmailSendResult.Status.REFUSED)
+      {
+         throw (new QException(String.join("; ", result.reasons())));
+      }
+      return (new SendMessageOutput());
+   }
+
+   /*******************************************************************************
+    ** Walk nested MultiParty inputs, inheriting a parent role when omitted.
+    *******************************************************************************/
+   private static void parties(EmailRequest request, Party party, EmailPartyRole inherited) throws QException
+   {
+      if(party == null)
+      {
+         return;
+      }
+      EmailPartyRole role = party.getRole() instanceof EmailPartyRole explicit ? explicit : inherited;
+      if(party instanceof MultiParty multi)
+      {
+         if(multi.getPartyList() != null)
+         {
+            for(Party child : multi.getPartyList())
+            {
+               parties(request, child, role);
+            }
+         }
+         return;
+      }
+      String address = party.getAddress();
+      try
+      {
+         if(party.getLabel() != null)
+         {
+            address = new InternetAddress(address, party.getLabel(), "UTF-8").toString();
+         }
+      }
+      catch(Exception e)
+      {
+         throw (new QException("Invalid email party"));
+      }
+      switch(role)
+      {
+         case TO -> request.withTo(address);
+         case CC -> request.withCc(address);
+         case BCC -> request.withBcc(address);
+         case FROM -> request.withFrom(address);
+         case REPLY_TO -> request.withReplyTo(address);
+         default -> throw (new QException("Unsupported email party role"));
+      }
+   }
+}

src/main/java/com/kingsrook/qbits/email/bridge/EmailOutboxMessagingProviderMetaData.java

@@ -0,0 +1,47 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2025.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * 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
+ *
+ *     https://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.email.bridge;
+
+
+import com.kingsrook.qqq.backend.core.model.metadata.messaging.QMessagingProviderMetaData;
+import com.kingsrook.qqq.backend.core.modules.messaging.QMessagingProviderDispatcher;
+
+
+/*******************************************************************************
+ ** Core messaging provider type registered independently of EMAIL and SES.
+ *******************************************************************************/
+public class EmailOutboxMessagingProviderMetaData extends QMessagingProviderMetaData
+{
+   public static final String TYPE = "QBIT_EMAIL";
+
+   static
+   {
+      QMessagingProviderDispatcher.registerMessagingProvider(new EmailOutboxMessagingProvider());
+   }
+
+   /*******************************************************************************
+    ** The bridge type.
+    *******************************************************************************/
+   public EmailOutboxMessagingProviderMetaData()
+   {
+      setType(TYPE);
+   }
+}

src/main/java/com/kingsrook/qbits/email/bridge/EmailTemplatedMessageInput.java

@@ -0,0 +1,52 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2025.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * 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
+ *
+ *     https://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.email.bridge;
+
+
+import com.kingsrook.qbits.email.outbox.EmailRequest;
+import com.kingsrook.qqq.backend.core.model.actions.messaging.SendMessageInput;
+
+
+/*******************************************************************************
+ ** Optional typed template payload for core SendMessageAction bridge callers.
+ ** Plain SendMessageInput remains an ad-hoc message for backwards compatibility.
+ *******************************************************************************/
+public class EmailTemplatedMessageInput extends SendMessageInput
+{
+   private EmailRequest emailRequest;
+
+   /*******************************************************************************
+    ** Set schema variables and record references for the normal validated API.
+    *******************************************************************************/
+   public EmailTemplatedMessageInput withEmailRequest(EmailRequest request)
+   {
+      emailRequest = request;
+      return (this);
+   }
+
+   /*******************************************************************************
+    ** The caller's template request; party fields can still come from core input.
+    *******************************************************************************/
+   public EmailRequest getEmailRequest()
+   {
+      return (emailRequest);
+   }
+}

src/main/java/com/kingsrook/qbits/email/delivery/EmailAlerts.java

@@ -0,0 +1,83 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2025.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * 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
+ *
+ *     https://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.email.delivery;
+
+
+import java.util.List;
+import com.kingsrook.qbits.email.EmailRuntime;
+import com.kingsrook.qbits.email.metadata.EmailTables;
+import com.kingsrook.qqq.backend.core.alerts.AlertSeverity;
+import com.kingsrook.qqq.backend.core.alerts.AlertSignal;
+import com.kingsrook.qqq.backend.core.alerts.QAlertTypeMetaData;
+import com.kingsrook.qqq.backend.core.alerts.QAlerts;
+
+
+/*******************************************************************************
+ ** Optional alert sink integration with content-free signals.
+ *******************************************************************************/
+public final class EmailAlerts
+{
+   public static final String COMPLAINT = "email.complaint";
+   public static final String UNHEALTHY = "email.provider.unhealthy";
+   public static final String DEAD_LETTER = "email.message.dead-letter";
+
+   /*******************************************************************************
+    ** Utility class.
+    *******************************************************************************/
+   private EmailAlerts()
+   {
+   }
+
+   /*******************************************************************************
+    ** Declare alert types using RC.5 dotted-name syntax.
+    *******************************************************************************/
+   public static List<QAlertTypeMetaData> types()
+   {
+      return (List.of(new QAlertTypeMetaData().withName(COMPLAINT).withLabel("Email complaints").withDefaultSeverity(AlertSeverity.WARNING)
+            .withSubjectTableName(EmailTables.EVENT).withVisibilityPermission("email.view").withSourceName("email"),
+         new QAlertTypeMetaData().withName(UNHEALTHY).withLabel("Email provider unhealthy").withDefaultSeverity(AlertSeverity.ERROR)
+            .withSubjectTableName(EmailTables.PROVIDER).withVisibilityPermission("email.admin").withSourceName("email"),
+         new QAlertTypeMetaData().withName(DEAD_LETTER).withLabel("Email dead letters").withDefaultSeverity(AlertSeverity.WARNING)
+            .withSubjectTableName(EmailTables.MESSAGE).withVisibilityPermission("email.view").withSourceName("email")));
+   }
+
+   /*******************************************************************************
+    ** Raise without addresses, provider diagnostics or content.
+    *******************************************************************************/
+   public static void raise(String type, Integer providerId)
+   {
+      String key = "provider:" + providerId + (DEAD_LETTER.equals(type) ? ":" + EmailRuntime.clock().instant().getEpochSecond() / 3600 : "");
+      if(COMPLAINT.equals(type))
+      {
+         key = "complaints:" + EmailRuntime.clock().instant().getEpochSecond() / 86400;
+      }
+      QAlerts.raise(new AlertSignal(type).withDedupKey(key).withTitle(COMPLAINT.equals(type) ? "More than three email complaints in 24 hours" : UNHEALTHY.equals(type) ? "Email provider unhealthy" : "Email message dead-lettered")
+         .withSummary("Review the Email tables for status and retry actions."));
+   }
+
+   /*******************************************************************************
+    ** Resolve on recovery; core guards a missing or failing sink.
+    *******************************************************************************/
+   public static void recovered(Integer providerId)
+   {
+      QAlerts.resolve(UNHEALTHY, "provider:" + providerId, "An email attempt succeeded");
+   }
+}

src/main/java/com/kingsrook/qbits/email/delivery/EmailDispatcher.java

@@ -0,0 +1,520 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2025.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * 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
+ *
+ *     https://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.email.delivery;
+
+
+import java.time.Duration;
+import java.time.Instant;
+import java.util.ArrayList;
+import java.util.HashSet;
+import java.util.List;
+import java.util.Set;
+import java.util.UUID;
+import com.kingsrook.qbits.email.EmailQBitConfig;
+import com.kingsrook.qbits.email.EmailRuntime;
+import com.kingsrook.qbits.email.metadata.EmailTables;
+import com.kingsrook.qbits.email.support.EmailStore;
+import com.kingsrook.qbits.email.support.SystemWrites;
+import com.kingsrook.qbits.email.transport.EmailEnvelope;
+import com.kingsrook.qbits.email.transport.EmailProviderSettings;
+import com.kingsrook.qbits.email.transport.EmailTransportException;
+import com.kingsrook.qbits.email.transport.EmailTransportRegistry;
+import com.kingsrook.qbits.email.transport.EmailTransportResult;
+import com.kingsrook.qqq.backend.core.actions.QBackendTransaction;
+import com.kingsrook.qqq.backend.core.exceptions.QException;
+import com.kingsrook.qqq.backend.core.logging.QLogger;
+import com.kingsrook.qqq.backend.core.model.actions.tables.query.QCriteriaOperator;
+import com.kingsrook.qqq.backend.core.model.actions.tables.query.QFilterCriteria;
+import com.kingsrook.qqq.backend.core.model.actions.tables.query.QFilterOrderBy;
+import com.kingsrook.qqq.backend.core.model.actions.tables.query.QQueryFilter;
+import com.kingsrook.qqq.backend.core.model.actions.tables.update.UpdateInput;
+import com.kingsrook.qqq.backend.core.model.data.QRecord;
+import static com.kingsrook.qqq.backend.core.logging.LogUtils.logPair;
+
+
+/*******************************************************************************
+ ** Durable at-least-once delivery with unique attempt claims and database leases.
+ *******************************************************************************/
+public class EmailDispatcher
+{
+   private static final QLogger LOG = QLogger.getLogger(EmailDispatcher.class);
+
+   public static final List<String> DUE = List.of("QUEUED", "RETRY_WAIT");
+   public static final List<String> FINAL = List.of("SENT", "DELIVERED", "DEAD_LETTER", "BOUNCED", "COMPLAINED", "SUPPRESSED", "CANCELLED");
+   private final EmailTransportRegistry transports;
+   private final String runner = EmailRuntime.nodeId() + "/" + UUID.randomUUID();
+
+   /*******************************************************************************
+    ** Default delivery transports.
+    *******************************************************************************/
+   public EmailDispatcher()
+   {
+      this(EmailRuntime.config() == null ? new EmailTransportRegistry() : EmailRuntime.config().newTransportRegistry());
+   }
+
+   /*******************************************************************************
+    ** Inject transport registry for host extensions and tests.
+    *******************************************************************************/
+   public EmailDispatcher(EmailTransportRegistry transports)
+   {
+      this.transports = transports;
+   }
+
+   /*******************************************************************************
+    ** One message delivery result.
+    *******************************************************************************/
+   public enum SendResult
+   {
+      SENT,
+      RETRY_WAIT,
+      DEAD_LETTER,
+      PROVIDER_FAILURE,
+      NOT_SENT
+   }
+
+   /*******************************************************************************
+    ** Counts from a dispatch pass.
+    *******************************************************************************/
+   public record RunSummary(int sent, int failed, int skipped)
+   {
+   }
+
+   /*******************************************************************************
+    ** A database claim, fully committed before network I/O.
+    *******************************************************************************/
+   private record Claim(QRecord message, QRecord provider, QRecord attempt)
+   {
+   }
+
+   /*******************************************************************************
+    ** Dispatch the configured batch.
+    *******************************************************************************/
+   public RunSummary runOnce() throws QException
+   {
+      return (run(null));
+   }
+
+   /*******************************************************************************
+    ** Dispatch due message ids, or all due messages when null.
+    *******************************************************************************/
+   public RunSummary run(List<Integer> ids) throws QException
+   {
+      if(EmailRuntime.config() == null || (ids != null && ids.isEmpty()))
+      {
+         return (new RunSummary(0, 0, 0));
+      }
+      QQueryFilter filter = new QQueryFilter(new QFilterCriteria("status", QCriteriaOperator.IN, "QUEUED", "RETRY_WAIT", "SENDING"))
+         .withCriteria(new QFilterCriteria("nextAttemptDate", QCriteriaOperator.LESS_THAN_OR_EQUALS, EmailRuntime.clock().instant()))
+         .withOrderBy(new QFilterOrderBy("id")).withLimit(EmailRuntime.config().getBatchSize());
+      if(ids != null)
+      {
+         filter.withCriteria(new QFilterCriteria("id", QCriteriaOperator.IN, new ArrayList<>(ids)));
+      }
+      int sent = 0;
+      int failed = 0;
+      int skipped = 0;
+      Integer afterId = 0;
+      Set<Integer> failedProviders = new HashSet<>();
+      while(sent + failed < EmailRuntime.config().getBatchSize())
+      {
+         QQueryFilter pageFilter = filter.clone().withCriteria(new QFilterCriteria("id", QCriteriaOperator.GREATER_THAN, afterId));
+         List<QRecord> page = SystemWrites.query(EmailTables.MESSAGE, pageFilter);
+         if(page.isEmpty())
+         {
+            break;
+         }
+         for(QRecord row : page)
+         {
+            afterId = row.getValueInteger("id");
+            if(failedProviders.contains(row.getValueInteger("providerId")))
+            {
+               skipped++;
+               continue;
+            }
+            try
+            {
+               SendResult result = attempt(afterId, false);
+               switch(result)
+               {
+                  case SENT -> sent++;
+                  case RETRY_WAIT, DEAD_LETTER -> failed++;
+                  case PROVIDER_FAILURE ->
+                  {
+                     failed++;
+                     failedProviders.add(row.getValueInteger("providerId"));
+                  }
+                  default -> skipped++;
+               }
+            }
+            catch(QException | RuntimeException e)
+            {
+               failed++;
+               LOG.warn("Email attempt failed", logPair("messageId", afterId));
+            }
+            if(sent + failed >= EmailRuntime.config().getBatchSize())
+            {
+               break;
+            }
+         }
+      }
+      return (new RunSummary(sent, failed, skipped));
+   }
+
+   /*******************************************************************************
+    ** Manual send bypasses due time but preserves rate limits, health and leases.
+    *******************************************************************************/
+   public SendResult sendNow(Integer id) throws QException
+   {
+      SendResult result = attempt(id, true);
+      return (result == SendResult.PROVIDER_FAILURE ? SendResult.RETRY_WAIT : result);
+   }
+
+   /*******************************************************************************
+    ** Claim, send outside the transaction, then persist the fenced result.
+    *******************************************************************************/
+   protected SendResult attempt(Integer id, boolean now) throws QException
+   {
+      Claim claim = claim(id, now);
+      if(claim == null)
+      {
+         return (SendResult.NOT_SENT);
+      }
+      EmailTransportResult result = null;
+      EmailTransportException error = null;
+      try
+      {
+         if(Boolean.TRUE.equals(claim.message().getValueBoolean("phiApproved")))
+         {
+            com.kingsrook.qbits.email.template.EmailTemplateRenderer.checkProvider(claim.provider());
+         }
+         result = transports.get(claim.provider().getValueString("kind")).send(envelope(claim.message()), new EmailProviderSettings(claim.provider(), EmailRuntime.config()));
+      }
+      catch(EmailTransportException e)
+      {
+         error = e;
+      }
+      catch(RuntimeException e)
+      {
+         error = new EmailTransportException("Transport temporarily unavailable", false);
+      }
+      return (finish(claim, result, error));
+   }
+
+   /*******************************************************************************
+    ** Unique attempt insertion under a short provider lock, including rate checks.
+    *******************************************************************************/
+   private Claim claim(Integer id, boolean immediate) throws QException
+   {
+      EmailQBitConfig config = EmailRuntime.config();
+      QRecord initial = EmailStore.get(EmailTables.MESSAGE, id, null);
+      if(initial == null || config == null)
+      {
+         return (null);
+      }
+      try(QBackendTransaction tx = QBackendTransaction.openFor(new UpdateInput(EmailTables.PROVIDER)))
+      {
+         QRecord provider = EmailStore.lockProvider(initial.getValueInteger("providerId"), tx);
+         QRecord message = EmailStore.get(EmailTables.MESSAGE, id, tx);
+         Instant time = EmailRuntime.clock().instant();
+         if(provider == null || message == null || !Boolean.TRUE.equals(provider.getValueBoolean("enabled")))
+         {
+            return (null);
+         }
+         String status = message.getValueString("status");
+         int previous = message.getValueInteger("attemptCount") == null ? 0 : message.getValueInteger("attemptCount");
+         if("SENDING".equals(status))
+         {
+            Instant lease = message.getValueInstant("leaseExpiresDate");
+            if(lease != null && lease.isAfter(time))
+            {
+               return (null);
+            }
+            expire(message, tx, time);
+            if(budgetAttempts(id, previous, tx) >= config.getMaxAttempts())
+            {
+               EmailStore.update(EmailTables.MESSAGE, new QRecord().withValue("id", id).withValue("status", "DEAD_LETTER")
+                  .withValue("deadLetterDate", time).withValue("finishedDate", time).withValue("leaseExpiresDate", null).withValue("nextAttemptDate", null).withValue("lastError", "Attempt lease expired"), tx);
+               tx.commit();
+               alert(() -> EmailAlerts.raise(EmailAlerts.DEAD_LETTER, provider.getValueInteger("id")));
+               return (null);
+            }
+         }
+         else if(!DUE.contains(status))
+         {
+            return (null);
+         }
+         if(!immediate && ((message.getValueInstant("sendAfter") != null && message.getValueInstant("sendAfter").isAfter(time))
+            || (message.getValueInstant("nextAttemptDate") != null && message.getValueInstant("nextAttemptDate").isAfter(time))))
+         {
+            return (null);
+         }
+         if(limited(provider, tx, time))
+         {
+            return (null);
+         }
+         Instant lease = time.plusSeconds(config.getLeaseSeconds());
+         QRecord attempt = new QRecord().withValue("messageId", id).withValue("providerId", provider.getValue("id"))
+            .withValue("attemptNumber", previous + 1).withValue("outcome", "IN_FLIGHT").withValue("claimedBy", runner)
+            .withValue("startDate", time).withValue("leaseExpiresDate", lease);
+         for(var field : config.getSecurityFields())
+         {
+            attempt.setValue(field.getName(), message.getValue(field.getName()));
+         }
+         QRecord inserted = SystemWrites.insert(EmailTables.ATTEMPT, List.of(attempt), tx).getRecords().get(0);
+         if(inserted.getValueInteger("id") == null || (inserted.getErrors() != null && !inserted.getErrors().isEmpty()))
+         {
+            return (null);
+         }
+         EmailStore.update(EmailTables.MESSAGE, new QRecord().withValue("id", id).withValue("status", "SENDING").withValue("attemptCount", previous + 1)
+            .withValue("leaseExpiresDate", lease).withValue("nextAttemptDate", lease), tx);
+         tx.commit();
+         return (new Claim(message, provider, inserted));
+      }
+   }
+
+   /*******************************************************************************
+    ** Shared rate and unhealthy-provider probe budgets, counted from attempts.
+    *******************************************************************************/
+   private static boolean limited(QRecord provider, QBackendTransaction transaction, Instant now) throws QException
+   {
+      for(String field : List.of("maxPerMinute", "maxPerDay"))
+      {
+         Integer limit = provider.getValueInteger(field);
+         Instant after = now.minusSeconds("maxPerMinute".equals(field) ? 60 : 86400);
+         if(limit != null && SystemWrites.count(EmailTables.ATTEMPT, EmailStore.equal("providerId", provider.getValueInteger("id"))
+            .withCriteria(new QFilterCriteria("startDate", QCriteriaOperator.GREATER_THAN, after)), transaction) >= limit)
+         {
+            return (true);
+         }
+      }
+      if("UNHEALTHY".equals(provider.getValueString("healthStatus")))
+      {
+         return (SystemWrites.count(EmailTables.ATTEMPT, EmailStore.equal("providerId", provider.getValueInteger("id"))
+            .withCriteria(new QFilterCriteria("startDate", QCriteriaOperator.GREATER_THAN, now.minusSeconds(300))), transaction) > 0);
+      }
+      return (false);
+   }
+
+   /*******************************************************************************
+    ** Mark the abandoned attempt before retrying.
+    *******************************************************************************/
+   private static void expire(QRecord message, QBackendTransaction tx, Instant now) throws QException
+   {
+      for(QRecord attempt : SystemWrites.query(EmailTables.ATTEMPT, EmailStore.equal("messageId", message.getValueInteger("id"))
+         .withCriteria(new QFilterCriteria("outcome", QCriteriaOperator.EQUALS, "IN_FLIGHT")), tx))
+      {
+         EmailStore.update(EmailTables.ATTEMPT, new QRecord().withValue("id", attempt.getValue("id")).withValue("outcome", "LEASE_EXPIRED")
+            .withValue("endDate", now).withValue("error", "Attempt lease expired"), tx);
+      }
+   }
+
+   /*******************************************************************************
+    ** Fence late completions by attempt number and persist outcome atomically.
+    *******************************************************************************/
+   private SendResult finish(Claim claim, EmailTransportResult result, EmailTransportException error) throws QException
+   {
+      try(QBackendTransaction tx = QBackendTransaction.openFor(new UpdateInput(EmailTables.PROVIDER)))
+      {
+         Integer providerId = claim.provider().getValueInteger("id");
+         QRecord provider = EmailStore.lockProvider(providerId, tx);
+         QRecord message = EmailStore.get(EmailTables.MESSAGE, claim.message().getValueInteger("id"), tx);
+         int number = claim.attempt().getValueInteger("attemptNumber");
+         if(message == null || !"SENDING".equals(message.getValueString("status")) || !Integer.valueOf(number).equals(message.getValueInteger("attemptCount")))
+         {
+            return (SendResult.NOT_SENT);
+         }
+         Instant now = EmailRuntime.clock().instant();
+         boolean success = error == null && result != null;
+         boolean permanent = error != null && error.getPermanent();
+         boolean providerLevel = error != null && error.getProviderLevel();
+         String safeError = error == null ? null : permanent ? "Provider rejected the message" : "Provider temporarily unavailable";
+         if(providerLevel)
+         {
+            safeError = "Credentials missing or refused";
+         }
+         if(error != null && "Gmail API sending is specified but not built; use GMAIL_SMTP".equals(error.getMessage()))
+         {
+            safeError = "Gmail API sending is specified but not built; use GMAIL_SMTP";
+         }
+         EmailStore.update(EmailTables.ATTEMPT, new QRecord().withValue("id", claim.attempt().getValue("id"))
+            .withValue("outcome", success ? "SUCCEEDED" : providerLevel ? "PROVIDER_FAILURE" : permanent ? "PERMANENT_FAILURE" : "TRANSIENT_FAILURE")
+            .withValue("endDate", now).withValue("durationMillis", (int) Math.max(0, Duration.between(claim.attempt().getValueInstant("startDate"), now).toMillis()))
+            .withValue("error", safeError), tx);
+         QRecord update = new QRecord().withValue("id", message.getValue("id")).withValue("leaseExpiresDate", null).withValue("lastError", safeError);
+         SendResult outcome;
+         if(success)
+         {
+            outcome = SendResult.SENT;
+            update.withValue("status", "SENT").withValue("sentDate", now).withValue("finishedDate", now).withValue("providerMessageId", result.providerMessageId()).withValue("nextAttemptDate", null);
+            EmailStore.update(EmailTables.PROVIDER, new QRecord().withValue("id", providerId).withValue("healthStatus", "HEALTHY").withValue("lastSuccessDate", now), tx);
+         }
+         else
+         {
+            boolean dead = permanent || (!providerLevel && budgetAttempts(message.getValueInteger("id"), number, tx) >= EmailRuntime.config().getMaxAttempts());
+            outcome = dead ? SendResult.DEAD_LETTER : SendResult.RETRY_WAIT;
+            long seconds = 60L * EmailRuntime.config().retryMinutesAfterAttempt(number);
+            if(error != null && error.getRetryAfter() != null)
+            {
+               seconds = Math.max(1, Math.min(3600, error.getRetryAfter().getSeconds()));
+            }
+            update.withValue("status", outcome.name()).withValue("deadLetterDate", dead ? now : null).withValue("finishedDate", dead ? now : null).withValue("nextAttemptDate", dead ? null : now.plusSeconds(seconds));
+            QRecord health = new QRecord().withValue("id", providerId).withValue("lastFailureDate", now).withValue("lastFailureMessage", safeError);
+            if(providerLevel || (!permanent && consecutiveFailures(providerId, tx) >= 10))
+            {
+               health.withValue("healthStatus", "UNHEALTHY");
+            }
+            EmailStore.update(EmailTables.PROVIDER, health, tx);
+         }
+         EmailStore.update(EmailTables.MESSAGE, update, tx);
+         QRecord updatedProvider = EmailStore.get(EmailTables.PROVIDER, providerId, tx);
+         tx.commit();
+         if(success && "UNHEALTHY".equals(provider.getValueString("healthStatus")))
+         {
+            alert(() -> EmailAlerts.recovered(providerId));
+         }
+         if("UNHEALTHY".equals(updatedProvider.getValueString("healthStatus")) && !"UNHEALTHY".equals(provider.getValueString("healthStatus")))
+         {
+            alert(() -> EmailAlerts.raise(EmailAlerts.UNHEALTHY, providerId));
+         }
+         if(outcome == SendResult.DEAD_LETTER)
+         {
+            alert(() -> EmailAlerts.raise(EmailAlerts.DEAD_LETTER, providerId));
+         }
+         LOG.info("Email attempt completed", logPair("messageId", message.getValue("id")), logPair("status", outcome.name()));
+         return (providerLevel ? SendResult.PROVIDER_FAILURE : outcome);
+      }
+   }
+
+   /*******************************************************************************
+    ** Keep claim numbering monotonic while excluding provider failures from limits.
+    *******************************************************************************/
+   private static long budgetAttempts(Integer messageId, int attempts, QBackendTransaction tx) throws QException
+   {
+      return (attempts - SystemWrites.count(EmailTables.ATTEMPT, EmailStore.equal("messageId", messageId)
+         .withCriteria(new QFilterCriteria("outcome", QCriteriaOperator.EQUALS, "PROVIDER_FAILURE")), tx));
+   }
+
+   /*******************************************************************************
+    ** Optional alerting must never change the result of a committed delivery.
+    *******************************************************************************/
+   private static void alert(Runnable notification)
+   {
+      try
+      {
+         notification.run();
+      }
+      catch(RuntimeException e)
+      {
+         LOG.warn("Email alert unavailable");
+      }
+   }
+
+   /*******************************************************************************
+    ** Consecutive completed transient failures; a success or permanent rejection breaks the streak.
+    *******************************************************************************/
+   private static int consecutiveFailures(Integer providerId, QBackendTransaction tx) throws QException
+   {
+      int failures = 0;
+      for(QRecord attempt : SystemWrites.query(EmailTables.ATTEMPT, EmailStore.equal("providerId", providerId)
+         .withCriteria(new QFilterCriteria("outcome", QCriteriaOperator.NOT_EQUALS, "IN_FLIGHT"))
+         .withOrderBy(new QFilterOrderBy("endDate", false)).withOrderBy(new QFilterOrderBy("id", false)).withLimit(10), tx))
+      {
+         if(!"TRANSIENT_FAILURE".equals(attempt.getValueString("outcome")))
+         {
+            break;
+         }
+         failures++;
+      }
+      return (failures);
+   }
+
+   /*******************************************************************************
+    ** The persisted alternatives are reused verbatim on each attempt.
+    *******************************************************************************/
+   private static EmailEnvelope envelope(QRecord message)
+   {
+      return (new EmailEnvelope().withMessageId(message.getValueString("id")).withRfcMessageId(message.getValueString("rfcMessageId")).withFrom(message.getValueString("fromAddress"))
+         .withTo(split(message.getValueString("toAddresses"))).withCc(split(message.getValueString("ccAddresses"))).withBcc(split(message.getValueString("bccAddresses")))
+         .withReplyTo(message.getValueString("replyTo")).withSubject(content(message, "subject"))
+         .withHtmlBody(content(message, "htmlBody"))
+         .withTextBody(content(message, "textBody"))
+         .withHeaders(message.getValueString("unsubscribeUrl") == null ? java.util.Map.of() : java.util.Map.of("List-Unsubscribe", "<" + message.getValueString("unsubscribeUrl") + ">", "List-Unsubscribe-Post", "List-Unsubscribe=One-Click")));
+   }
+
+   /*******************************************************************************
+    ** Only policy-marked messages may invoke body decryption. A caller-supplied
+    ** enc:v1 string in ad-hoc content is text, never a decryption capability.
+    *******************************************************************************/
+   private static String content(QRecord message, String field)
+   {
+      String value = message.getValueString(field);
+      if(!Boolean.TRUE.equals(message.getValueBoolean("phiApproved")))
+      {
+         return (value);
+      }
+      if(value != null && !value.startsWith("enc:v1:"))
+      {
+         throw (new IllegalArgumentException("Protected email content must be encrypted"));
+      }
+      return (com.kingsrook.qbits.email.phi.EmailBodyEncryption.decrypt(value, field, message.getValueString("id")));
+   }
+
+   /*******************************************************************************
+    ** Preserve quoted display names by treating the stored list as one RFC address list.
+    *******************************************************************************/
+   private static List<String> split(String value)
+   {
+      return (value == null || value.isBlank() ? List.of() : List.of(value));
+   }
+
+   /*******************************************************************************
+    ** Lease recovery and five-minute provider probes share the normal claim path.
+    *******************************************************************************/
+   public RunSummary maintain() throws QException
+   {
+      Instant now = EmailRuntime.clock().instant();
+      for(QRecord candidate : SystemWrites.query(EmailTables.MESSAGE, EmailStore.equal("status", "SENDING")
+         .withCriteria(new QFilterCriteria("leaseExpiresDate", QCriteriaOperator.LESS_THAN_OR_EQUALS, now))))
+      {
+         try(QBackendTransaction tx = QBackendTransaction.openFor(new UpdateInput(EmailTables.PROVIDER)))
+         {
+            EmailStore.lockProvider(candidate.getValueInteger("providerId"), tx);
+            QRecord current = EmailStore.get(EmailTables.MESSAGE, candidate.getValueInteger("id"), tx);
+            if(current == null || !"SENDING".equals(current.getValueString("status")) || current.getValueInstant("leaseExpiresDate").isAfter(now))
+            {
+               continue;
+            }
+            expire(current, tx, now);
+            boolean dead = budgetAttempts(current.getValueInteger("id"), current.getValueInteger("attemptCount"), tx) >= EmailRuntime.config().getMaxAttempts();
+            EmailStore.update(EmailTables.MESSAGE, new QRecord().withValue("id", current.getValue("id"))
+               .withValue("status", dead ? "DEAD_LETTER" : "RETRY_WAIT").withValue("nextAttemptDate", dead ? null : now)
+               .withValue("leaseExpiresDate", null).withValue("lastError", "Attempt lease expired")
+               .withValue("deadLetterDate", dead ? now : null).withValue("finishedDate", dead ? now : null), tx);
+            tx.commit();
+            if(dead)
+            {
+               alert(() -> EmailAlerts.raise(EmailAlerts.DEAD_LETTER, candidate.getValueInteger("providerId")));
+            }
+         }
+      }
+      return (runOnce());
+   }
+}

src/main/java/com/kingsrook/qbits/email/health/EmailHealthChecks.java

@@ -0,0 +1,223 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2025.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * 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
+ *
+ *     https://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.email.health;
+
+
+import java.time.Instant;
+import java.util.ArrayList;
+import java.util.EnumSet;
+import java.util.List;
+import java.util.Set;
+import java.util.stream.Collectors;
+import com.kingsrook.qbits.email.EmailRuntime;
+import com.kingsrook.qbits.email.api.EmailApi;
+import com.kingsrook.qbits.email.api.EmailApiCategory;
+import com.kingsrook.qbits.email.api.EmailApiReadinessCheck;
+import com.kingsrook.qbits.email.metadata.EmailTables;
+import com.kingsrook.qbits.email.support.EmailStore;
+import com.kingsrook.qbits.email.support.SystemWrites;
+import com.kingsrook.qqq.backend.core.actions.tables.QueryAction;
+import com.kingsrook.qqq.backend.core.exceptions.QException;
+import com.kingsrook.qqq.backend.core.health.HealthCategory;
+import com.kingsrook.qqq.backend.core.health.HealthCheck;
+import com.kingsrook.qqq.backend.core.health.HealthCheckInput;
+import com.kingsrook.qqq.backend.core.health.HealthCheckKind;
+import com.kingsrook.qqq.backend.core.health.HealthCheckMetaData;
+import com.kingsrook.qqq.backend.core.health.HealthCheckOutcome;
+import com.kingsrook.qqq.backend.core.health.HealthCheckSupplier;
+import com.kingsrook.qqq.backend.core.health.HealthCheckSupplierMetaData;
+import com.kingsrook.qqq.backend.core.health.HealthChecksMetaData;
+import com.kingsrook.qqq.backend.core.health.HealthDetails;
+import com.kingsrook.qqq.backend.core.model.actions.tables.query.QQueryFilter;
+import com.kingsrook.qqq.backend.core.model.actions.tables.query.QueryInput;
+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.metadata.code.QCodeReference;
+
+
+/*******************************************************************************
+ ** Central health adapters reuse readiness and passive delivery state; never send.
+ *******************************************************************************/
+public class EmailHealthChecks implements HealthCheckSupplier
+{
+   /*******************************************************************************
+    ** Register without querying data during metadata production.
+    *******************************************************************************/
+   public static void register(QInstance instance)
+   {
+      HealthChecksMetaData registry = HealthChecksMetaData.ofOrWithNew(instance);
+      if(registry.getChecks().stream().noneMatch(check -> "email.readiness".equals(check.getName())))
+      {
+         registry.withCheck(definition("email.readiness", EmailHealthChecks::readiness));
+      }
+      if(registry.getSuppliers().stream().noneMatch(supplier -> "email.provider".equals(supplier.getNamePrefix())))
+      {
+         registry.withSupplier(new HealthCheckSupplierMetaData().withNamePrefix("email.provider").withComponent("email")
+            .withSupplier(new QCodeReference(EmailHealthChecks.class)));
+      }
+   }
+
+
+
+   /*******************************************************************************
+    ** Provider primary keys are integers, so their names are already lowercase.
+    ** Capture only identity; each execution rereads current state.
+    *******************************************************************************/
+   @Override
+   public List<HealthCheckMetaData> supply(QInstance instance) throws QException
+   {
+      List<HealthCheckMetaData> checks = new ArrayList<>();
+      for(QRecord provider : providers(EmailStore.equal("enabled", true), Set.of("id")))
+      {
+         Integer id = provider.getValueInteger("id");
+         checks.add(definition("email.provider." + id, input -> provider(id, input)));
+      }
+      return (checks);
+   }
+
+
+
+   /*******************************************************************************
+    ** Bound execution cooperatively around existing reads. Core also enforces
+    ** the hard timeout. Exception text may contain PHI or secrets: omit it.
+    *******************************************************************************/
+   private static HealthCheckMetaData definition(String name, HealthCheck check)
+   {
+      return (new HealthCheckMetaData().withName(name).withLabel(name).withComponent("email")
+         .withCategory(HealthCategory.EMAIL).withKind(HealthCheckKind.DEPENDENCY)
+         .withIntervalSeconds(EmailHealthWidget.CHECK_INTERVAL_MINUTES * 60).withTimeoutMs(5000).withCheckInstance(input ->
+         {
+            try
+            {
+               requireTime(input);
+               HealthCheckOutcome outcome = check.run(input);
+               requireTime(input);
+               return (outcome);
+            }
+            catch(Exception e)
+            {
+               return (HealthCheckOutcome.down("Email health check failed: " + e.getClass().getSimpleName()));
+            }
+         }));
+   }
+
+
+
+   /*******************************************************************************
+    ** Aggregate all category preflights, exposing enum names instead of reasons.
+    *******************************************************************************/
+   private static HealthCheckOutcome readiness(HealthCheckInput input) throws QException
+   {
+      Set<EmailApiReadinessCheck> failed = EnumSet.noneOf(EmailApiReadinessCheck.class);
+      boolean ready = true;
+      for(EmailApiCategory category : EmailApiCategory.values())
+      {
+         requireTime(input);
+         var readiness = EmailApi.readiness(input.getQInstance(), category);
+         ready &= readiness.ready();
+         failed.addAll(readiness.failedChecks());
+      }
+      if(ready)
+      {
+         return (HealthCheckOutcome.up("Email configuration ready").withDetails(new HealthDetails().withValue("failedChecks", "")));
+      }
+      var config = EmailRuntime.config(input.getQInstance());
+      String app = config == null || config.getAppLabel() == null ? "Email" : config.getAppLabel();
+      List<String> fixes = failed.stream().map(check -> fix(check, app)).toList();
+      String message = "Email configuration incomplete: " + String.join(" ", fixes);
+      String details = String.join("\n", fixes);
+      return (HealthCheckOutcome.degraded(message.length() > 500 ? message.substring(0, 500) : message)
+         .withDetails(new HealthDetails().withValue("failedChecks", failed.stream().map(Enum::name).collect(Collectors.joining(",")))
+            .withValue("howToFix", details.length() > 4000 ? details.substring(0, 4000) : details)));
+   }
+
+
+
+   /*******************************************************************************
+    ** Plain-words statement of one missing prerequisite and where to set it.
+    *******************************************************************************/
+   private static String fix(EmailApiReadinessCheck check, String app)
+   {
+      return (switch(check)
+      {
+         case NOT_INSTALLED -> "The Email qbit is not installed.";
+         case PROVIDER_MISSING -> "No enabled default email provider (" + app + " > Provider: add one and tick Enabled and Is Default).";
+         case PROVIDER_INVALID -> "The default email provider settings are invalid (" + app + " > Provider: open the default provider and correct it).";
+         case PHI_PROVIDER -> "PHI email needs a PHI-enabled provider with open and click tracking off (" + app + " > Provider).";
+         case PUBLIC_BASE_URL -> "Public base URL is not set (the publicBaseUrl setting in the Email qbit config). Needed for marketing unsubscribe links; transactional email is unaffected.";
+         case UNSUBSCRIBE_KEY -> "The QQQ_EMAIL_UNSUBSCRIBE_KEY secret is not set (deployment environment variable). Needed for marketing unsubscribe links; transactional email is unaffected.";
+         case BRAND_POSTAL_ADDRESS -> "Brand postal address is not set (" + app + " > Brand > open the default brand > Postal address). Needed for marketing email footers; transactional email is unaffected.";
+         case BODY_KEY -> "The QQQ_EMAIL_BODY_KEY secret is not set (deployment environment variable). Needed for PHI email.";
+      });
+   }
+
+
+
+   /*******************************************************************************
+    ** The transport SPI has no non-sending connectivity method. Passive state
+    ** is the only signal; never read or publish lastFailureMessage.
+    *******************************************************************************/
+   private static HealthCheckOutcome provider(Integer id, HealthCheckInput input) throws QException
+   {
+      List<QRecord> rows = providers(EmailStore.equal("id", id).withLimit(1), Set.of("id", "enabled", "healthStatus", "lastSuccessDate"));
+      requireTime(input);
+      if(rows.isEmpty() || !Boolean.TRUE.equals(rows.getFirst().getValueBoolean("enabled")))
+      {
+         return (HealthCheckOutcome.unknown("Provider disabled or removed"));
+      }
+      QRecord row = rows.getFirst();
+      String state = row.getValueString("healthStatus");
+      HealthCheckOutcome outcome = "HEALTHY".equals(state) ? HealthCheckOutcome.up("Passive provider state healthy")
+         : "UNHEALTHY".equals(state) ? HealthCheckOutcome.down("Passive provider state unhealthy; see provider record")
+         : HealthCheckOutcome.unknown("Passive provider state unavailable");
+      HealthDetails details = new HealthDetails().withValue("providerId", id).withValue("passive", true);
+      Instant lastSuccess = row.getValueInstant("lastSuccessDate");
+      if(lastSuccess != null)
+      {
+         details.withValue("lastSuccessDate", lastSuccess);
+      }
+      return (outcome.withDetails(details));
+   }
+
+
+
+   /*******************************************************************************
+    ** Select only needed fields under the qbit's established system read scope.
+    *******************************************************************************/
+   private static List<QRecord> providers(QQueryFilter filter, Set<String> fields) throws QException
+   {
+      return (SystemWrites.call(() -> new QueryAction().execute(new QueryInput(EmailTables.PROVIDER).withFilter(filter)
+         .withFieldNamesToInclude(fields).withShouldFetchHeavyFields(false).withShouldOmitHiddenFields(false)).getRecords()));
+   }
+
+
+
+   /*******************************************************************************
+    ** Do not start further work after the runner's deadline or cancellation.
+    *******************************************************************************/
+   private static void requireTime(HealthCheckInput input) throws QException
+   {
+      if(Thread.currentThread().isInterrupted() || (input.getDeadline() != null && !Instant.now().isBefore(input.getDeadline())))
+      {
+         throw (new QException("Health check deadline exceeded"));
+      }
+   }
+}

src/main/java/com/kingsrook/qbits/email/health/EmailHealthWidget.java

@@ -0,0 +1,108 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2025.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * 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
+ *
+ *     https://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.email.health;
+
+
+import java.net.URLEncoder;
+import java.nio.charset.StandardCharsets;
+import java.util.List;
+import java.util.Set;
+import com.kingsrook.qbits.email.support.EmailStore;
+import com.kingsrook.qqq.backend.core.actions.dashboard.widgets.AbstractWidgetRenderer;
+import com.kingsrook.qqq.backend.core.actions.permissions.PermissionsHelper;
+import com.kingsrook.qqq.backend.core.actions.permissions.TablePermissionSubType;
+import com.kingsrook.qqq.backend.core.actions.tables.QueryAction;
+import com.kingsrook.qqq.backend.core.context.QContext;
+import com.kingsrook.qqq.backend.core.exceptions.QException;
+import com.kingsrook.qqq.backend.core.health.HealthMetaDataProvider;
+import com.kingsrook.qqq.backend.core.health.HealthStatus;
+import com.kingsrook.qqq.backend.core.model.actions.tables.query.QueryInput;
+import com.kingsrook.qqq.backend.core.model.actions.widgets.RenderWidgetInput;
+import com.kingsrook.qqq.backend.core.model.actions.widgets.RenderWidgetOutput;
+import com.kingsrook.qqq.backend.core.model.dashboard.widgets.StatisticsData;
+import com.kingsrook.qqq.backend.core.model.data.QRecord;
+import com.kingsrook.qqq.backend.core.utils.JsonUtils;
+
+
+/*******************************************************************************
+ ** One standard status line linking to central checks; no provider diagnostics.
+ *******************************************************************************/
+public class EmailHealthWidget extends AbstractWidgetRenderer
+{
+   public static final String NOT_CHECKED = "Not checked yet";
+
+   //////////////////////////////////////////////////////////////////////////////
+   // the interval of the email health checks (EmailHealthChecks), in minutes   //
+   //////////////////////////////////////////////////////////////////////////////
+   static final int CHECK_INTERVAL_MINUTES = 5;
+
+
+
+   /*******************************************************************************
+    ** Human words for a health status; unknown means no check has reported yet.
+    *******************************************************************************/
+   static String wording(String status)
+   {
+      return (switch(status)
+      {
+         case "UP" -> "Healthy";
+         case "DEGRADED" -> "Degraded";
+         case "DOWN" -> "Down";
+         default -> NOT_CHECKED;
+      });
+   }
+
+
+
+   /*******************************************************************************
+    ** Read the persisted rollup as the viewer, preserving health permissions.
+    *******************************************************************************/
+   @Override
+   public RenderWidgetOutput render(RenderWidgetInput input) throws QException
+   {
+      String status = HealthStatus.UNKNOWN.name();
+      boolean installed = QContext.getQInstance().getTable(HealthMetaDataProvider.COMPONENT_TABLE) != null;
+      boolean readable = installed && PermissionsHelper.hasTablePermission(input, HealthMetaDataProvider.COMPONENT_TABLE, TablePermissionSubType.READ);
+      if(readable)
+      {
+         List<QRecord> rows = new QueryAction().execute(new QueryInput(HealthMetaDataProvider.COMPONENT_TABLE)
+            .withFilter(EmailStore.equal("name", "email").withLimit(1)).withFieldNamesToInclude(Set.of("status"))).getRecords();
+         if(!rows.isEmpty())
+         {
+            String stored = rows.getFirst().getValueString("status");
+            for(HealthStatus candidate : HealthStatus.values())
+            {
+               if(candidate.name().equals(stored))
+               {
+                  status = candidate.name();
+               }
+            }
+         }
+      }
+      String context = !installed ? "Email - health monitoring not configured" : readable ? "Email - System Health. Checks run every " + CHECK_INTERVAL_MINUTES + " minutes" : "Email - health access required";
+      StatisticsData data = new StatisticsData().withCount(wording(status)).withCountFontSize("1rem").withCountContext(context);
+      if(readable)
+      {
+         data.withCountURL("/app/health_check?filter=" + URLEncoder.encode(JsonUtils.toJson(EmailStore.equal("component", "email")), StandardCharsets.UTF_8));
+      }
+      return (new RenderWidgetOutput(data));
+   }
+}

src/main/java/com/kingsrook/qbits/email/metadata/EmailEnums.java

@@ -0,0 +1,400 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2025.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * 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
+ *
+ *     https://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.email.metadata;
+
+
+import com.kingsrook.qqq.backend.core.model.metadata.possiblevalues.PossibleValueEnum;
+
+
+/*******************************************************************************
+ ** Enumerated database values and their display labels.
+ *******************************************************************************/
+public final class EmailEnums
+{
+   /*******************************************************************************
+    ** Utility class.
+    *******************************************************************************/
+   private EmailEnums()
+   {
+   }
+
+
+   /*******************************************************************************
+    ** ProviderKind values.
+    *******************************************************************************/
+   public enum ProviderKind implements PossibleValueEnum<String>
+   {
+      SMTP,
+      SES,
+      POSTMARK,
+      SENDGRID,
+      MAILGUN,
+      GMAIL_SMTP,
+      GMAIL_API;
+
+      /*******************************************************************************
+       ** Stable database value.
+       *******************************************************************************/
+      @Override
+      public String getPossibleValueId()
+      {
+         return (name());
+      }
+
+      /*******************************************************************************
+       ** Plain display label.
+       *******************************************************************************/
+      @Override
+      public String getPossibleValueLabel()
+      {
+         return (name().charAt(0) + name().substring(1).toLowerCase(java.util.Locale.ROOT).replace('_', ' '));
+      }
+   }
+
+
+   /*******************************************************************************
+    ** Security values.
+    *******************************************************************************/
+   public enum Security implements PossibleValueEnum<String>
+   {
+      NONE,
+      STARTTLS,
+      TLS;
+
+      /*******************************************************************************
+       ** Stable database value.
+       *******************************************************************************/
+      @Override
+      public String getPossibleValueId()
+      {
+         return (name());
+      }
+
+      /*******************************************************************************
+       ** Plain display label.
+       *******************************************************************************/
+      @Override
+      public String getPossibleValueLabel()
+      {
+         return (name().charAt(0) + name().substring(1).toLowerCase(java.util.Locale.ROOT).replace('_', ' '));
+      }
+   }
+
+
+   /*******************************************************************************
+    ** MessageStatus values.
+    *******************************************************************************/
+   public enum MessageStatus implements PossibleValueEnum<String>
+   {
+      QUEUED,
+      SENDING,
+      SENT,
+      DELIVERED,
+      RETRY_WAIT,
+      DEAD_LETTER,
+      BOUNCED,
+      COMPLAINED,
+      SUPPRESSED,
+      CANCELLED;
+
+      /*******************************************************************************
+       ** Stable database value.
+       *******************************************************************************/
+      @Override
+      public String getPossibleValueId()
+      {
+         return (name());
+      }
+
+      /*******************************************************************************
+       ** Plain display label.
+       *******************************************************************************/
+      @Override
+      public String getPossibleValueLabel()
+      {
+         return (this == RETRY_WAIT ? "Waiting to retry" : name().charAt(0) + name().substring(1).toLowerCase(java.util.Locale.ROOT).replace('_', ' '));
+      }
+   }
+
+
+   /*******************************************************************************
+    ** AttemptOutcome values.
+    *******************************************************************************/
+   public enum AttemptOutcome implements PossibleValueEnum<String>
+   {
+      IN_FLIGHT,
+      SUCCEEDED,
+      TRANSIENT_FAILURE,
+      PROVIDER_FAILURE,
+      PERMANENT_FAILURE,
+      LEASE_EXPIRED;
+
+      /*******************************************************************************
+       ** Stable database value.
+       *******************************************************************************/
+      @Override
+      public String getPossibleValueId()
+      {
+         return (name());
+      }
+
+      /*******************************************************************************
+       ** Plain display label.
+       *******************************************************************************/
+      @Override
+      public String getPossibleValueLabel()
+      {
+         return (name().charAt(0) + name().substring(1).toLowerCase(java.util.Locale.ROOT).replace('_', ' '));
+      }
+   }
+
+
+   /*******************************************************************************
+    ** HealthStatus values.
+    *******************************************************************************/
+   public enum HealthStatus implements PossibleValueEnum<String>
+   {
+      HEALTHY,
+      UNHEALTHY;
+
+      /*******************************************************************************
+       ** Stable database value.
+       *******************************************************************************/
+      @Override
+      public String getPossibleValueId()
+      {
+         return (name());
+      }
+
+      /*******************************************************************************
+       ** Plain display label.
+       *******************************************************************************/
+      @Override
+      public String getPossibleValueLabel()
+      {
+         return (name().charAt(0) + name().substring(1).toLowerCase(java.util.Locale.ROOT).replace('_', ' '));
+      }
+   }
+
+
+   /*******************************************************************************
+    ** TemplateKind values.
+    *******************************************************************************/
+   public enum TemplateKind implements PossibleValueEnum<String>
+   {
+      MARKDOWN,
+      MJML,
+      HTML,
+      CRM_LEGACY;
+
+      /*******************************************************************************
+       ** Stable database value.
+       *******************************************************************************/
+      @Override
+      public String getPossibleValueId()
+      {
+         return (name());
+      }
+
+      /*******************************************************************************
+       ** Plain display label.
+       *******************************************************************************/
+      @Override
+      public String getPossibleValueLabel()
+      {
+         return (name().charAt(0) + name().substring(1).toLowerCase(java.util.Locale.ROOT).replace('_', ' '));
+      }
+   }
+
+
+   /*******************************************************************************
+    ** VersionStatus values.
+    *******************************************************************************/
+   public enum VersionStatus implements PossibleValueEnum<String>
+   {
+      DRAFT,
+      ACTIVE,
+      RETIRED;
+
+      /*******************************************************************************
+       ** Stable database value.
+       *******************************************************************************/
+      @Override
+      public String getPossibleValueId()
+      {
+         return (name());
+      }
+
+      /*******************************************************************************
+       ** Plain display label.
+       *******************************************************************************/
+      @Override
+      public String getPossibleValueLabel()
+      {
+         return (name().charAt(0) + name().substring(1).toLowerCase(java.util.Locale.ROOT).replace('_', ' '));
+      }
+   }
+
+
+   /*******************************************************************************
+    ** SuppressionScope values.
+    *******************************************************************************/
+   public enum SuppressionScope implements PossibleValueEnum<String>
+   {
+      ALL,
+      TRANSACTIONAL,
+      NOTIFICATION,
+      MARKETING,
+      SECURITY;
+
+      /*******************************************************************************
+       ** Stable database value.
+       *******************************************************************************/
+      @Override
+      public String getPossibleValueId()
+      {
+         return (name());
+      }
+
+      /*******************************************************************************
+       ** Plain display label.
+       *******************************************************************************/
+      @Override
+      public String getPossibleValueLabel()
+      {
+         return (name().charAt(0) + name().substring(1).toLowerCase(java.util.Locale.ROOT).replace('_', ' '));
+      }
+   }
+
+
+   /*******************************************************************************
+    ** SuppressionReason values.
+    *******************************************************************************/
+   public enum SuppressionReason implements PossibleValueEnum<String>
+   {
+      HARD_BOUNCE,
+      COMPLAINT,
+      UNSUBSCRIBE,
+      MANUAL;
+
+      /*******************************************************************************
+       ** Stable database value.
+       *******************************************************************************/
+      @Override
+      public String getPossibleValueId()
+      {
+         return (name());
+      }
+
+      /*******************************************************************************
+       ** Plain display label.
+       *******************************************************************************/
+      @Override
+      public String getPossibleValueLabel()
+      {
+         return (name().charAt(0) + name().substring(1).toLowerCase(java.util.Locale.ROOT).replace('_', ' '));
+      }
+   }
+
+
+
+   /*******************************************************************************
+    ** InboxStatus values.
+    *******************************************************************************/
+   public enum InboxStatus implements PossibleValueEnum<String>
+   {
+      PENDING, PROCESSED, FAILED, IGNORED;
+
+      /*******************************************************************************
+       ** Stable stored identifier.
+       *******************************************************************************/
+      @Override
+      public String getPossibleValueId()
+      {
+         return (name());
+      }
+
+      /*******************************************************************************
+       ** Display label.
+       *******************************************************************************/
+      @Override
+      public String getPossibleValueLabel()
+      {
+         return (name().charAt(0) + name().substring(1).toLowerCase(java.util.Locale.ROOT).replace('_', ' '));
+      }
+   }
+
+
+
+   /*******************************************************************************
+    ** EventType values.
+    *******************************************************************************/
+   public enum EventType implements PossibleValueEnum<String>
+   {
+      DELIVERED, DEFERRED, BOUNCED, COMPLAINED, OPENED, CLICKED, UNSUBSCRIBED, REJECTED;
+
+      /*******************************************************************************
+       ** Stable stored identifier.
+       *******************************************************************************/
+      @Override
+      public String getPossibleValueId()
+      {
+         return (name());
+      }
+
+      /*******************************************************************************
+       ** Display label.
+       *******************************************************************************/
+      @Override
+      public String getPossibleValueLabel()
+      {
+         return (name().charAt(0) + name().substring(1).toLowerCase(java.util.Locale.ROOT).replace('_', ' '));
+      }
+   }
+
+
+
+   /*******************************************************************************
+    ** BounceType values.
+    *******************************************************************************/
+   public enum BounceType implements PossibleValueEnum<String>
+   {
+      HARD, SOFT, UNDETERMINED;
+
+      /*******************************************************************************
+       ** Stable stored identifier.
+       *******************************************************************************/
+      @Override
+      public String getPossibleValueId()
+      {
+         return (name());
+      }
+
+      /*******************************************************************************
+       ** Display label.
+       *******************************************************************************/
+      @Override
+      public String getPossibleValueLabel()
+      {
+         return (name().charAt(0) + name().substring(1).toLowerCase(java.util.Locale.ROOT).replace('_', ' '));
+      }
+   }
+}

src/main/java/com/kingsrook/qbits/email/metadata/EmailTableCustomizers.java

@@ -0,0 +1,514 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2025.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * 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
+ *
+ *     https://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.email.metadata;
+
+
+import java.io.Serializable;
+import java.util.ArrayList;
+import java.util.LinkedHashSet;
+import java.util.List;
+import java.util.Locale;
+import java.util.Objects;
+import java.util.Optional;
+import java.util.Set;
+import com.kingsrook.qbits.email.EmailQBitConfig;
+import com.kingsrook.qbits.email.EmailRuntime;
+import com.kingsrook.qbits.email.permissions.EmailPermissionChecker;
+import com.kingsrook.qbits.email.permissions.EmailPermissions;
+import com.kingsrook.qbits.email.support.EmailStore;
+import com.kingsrook.qbits.email.support.SystemWrites;
+import com.kingsrook.qbits.email.transport.EmailProviderSettings;
+import com.kingsrook.qqq.backend.core.actions.QBackendTransaction;
+import com.kingsrook.qqq.backend.core.actions.customizers.TableCustomizerInterface;
+import com.kingsrook.qqq.backend.core.exceptions.QException;
+import com.kingsrook.qqq.backend.core.model.actions.AbstractActionInput;
+import com.kingsrook.qqq.backend.core.model.actions.tables.QueryOrGetInputInterface;
+import com.kingsrook.qqq.backend.core.model.actions.tables.delete.DeleteInput;
+import com.kingsrook.qqq.backend.core.model.actions.tables.insert.InsertInput;
+import com.kingsrook.qqq.backend.core.model.actions.tables.query.QCriteriaOperator;
+import com.kingsrook.qqq.backend.core.model.actions.tables.query.QFilterCriteria;
+import com.kingsrook.qqq.backend.core.model.actions.tables.query.QQueryFilter;
+import com.kingsrook.qqq.backend.core.model.actions.tables.update.UpdateInput;
+import com.kingsrook.qqq.backend.core.model.data.QRecord;
+import com.kingsrook.qqq.backend.core.model.statusmessages.BadInputStatusMessage;
+import jakarta.mail.internet.InternetAddress;
+
+
+/*******************************************************************************
+ ** Provider and suppression validation shared by UI, API and code.
+ *******************************************************************************/
+public final class EmailTableCustomizers
+{
+   /*******************************************************************************
+    ** Utility class.
+    *******************************************************************************/
+   private EmailTableCustomizers()
+   {
+   }
+
+   /*******************************************************************************
+    ** Merged values for sparse updates.
+    *******************************************************************************/
+   private static QRecord effective(QRecord record, Optional<List<QRecord>> oldRecords)
+   {
+      QRecord merged = new QRecord();
+      if(oldRecords != null && oldRecords.isPresent())
+      {
+         oldRecords.get().stream().filter(r -> Objects.equals(r.getValue("id"), record.getValue("id"))).findFirst()
+            .ifPresent(r -> merged.getValues().putAll(r.getValues()));
+      }
+      merged.getValues().putAll(record.getValues());
+      return (merged);
+   }
+
+   /*******************************************************************************
+    ** Validate a provider without resolving any credentials.
+    *******************************************************************************/
+   public static List<String> validateProvider(QRecord row, EmailQBitConfig config)
+   {
+      List<String> errors = new ArrayList<>();
+      String kind = row.getValueString("kind");
+      if("GMAIL_API".equals(kind))
+      {
+         errors.add("Gmail API sending is specified but not built; use GMAIL_SMTP");
+      }
+      if(List.of("POSTMARK", "SENDGRID", "MAILGUN", "GMAIL_SMTP").contains(kind == null ? "" : kind)
+         && (row.getValueString("secretEnvName") == null || row.getValueString("secretEnvName").isBlank()))
+      {
+         errors.add("Provider needs a secret environment name");
+      }
+      if("GMAIL_SMTP".equals(kind))
+      {
+         if(row.getValueString("usernameEnvName") == null || row.getValueString("usernameEnvName").isBlank())
+         {
+            errors.add("Gmail SMTP needs an account address environment name");
+         }
+         if(row.getValueString("security") != null && !"STARTTLS".equals(row.getValueString("security")))
+         {
+            errors.add("Gmail SMTP requires STARTTLS");
+         }
+      }
+      if("MAILGUN".equals(kind))
+      {
+         if(!EmailProviderSettings.validSendingDomain(row.getValueString("sendingDomain")))
+         {
+            errors.add("Mailgun needs a valid sending domain");
+         }
+         if(!List.of("US", "EU").contains(row.getValueString("region") == null ? "" : row.getValueString("region")))
+         {
+            errors.add("Mailgun region must be US or EU");
+         }
+      }
+      if(("SMTP".equals(kind) || "GMAIL_SMTP".equals(kind))
+         && !new EmailProviderSettings(row, config).allowsSmtpAuth())
+      {
+         errors.add("SMTP sign-in needs STARTTLS or TLS");
+      }
+      for(String field : List.of("fromName", "fromAddress", "replyTo"))
+      {
+         String value = row.getValueString(field);
+         if(value != null && (value.contains("\r") || value.contains("\n")))
+         {
+            errors.add("Provider sender and reply-to fields must not contain line breaks");
+         }
+      }
+      for(String field : List.of("usernameEnvName", "secretEnvName", "webhookSecretEnvName"))
+      {
+         String name = row.getValueString(field);
+         if(name != null && (!EmailQBitConfig.ENV_NAME.matcher(name).matches() || !config.effectiveAllowedEnvNames(kind).contains(name)))
+         {
+            errors.add("Credential references must be allowed environment variable names");
+         }
+      }
+      if("SMTP".equals(kind) && (row.getValueString("host") == null || row.getValueString("host").isBlank()
+         || row.getValueInteger("port") == null || row.getValueInteger("port") < 1 || row.getValueInteger("port") > 65535))
+      {
+         errors.add("SMTP needs a host and a port between 1 and 65535");
+      }
+      if("SES".equals(kind) && (row.getValueString("region") == null || row.getValueString("region").isBlank()))
+      {
+         errors.add("SES needs a region");
+      }
+      if("SES".equals(kind) && (row.getValueString("usernameEnvName") == null) != (row.getValueString("secretEnvName") == null))
+      {
+         errors.add("SES needs both credential environment names or neither for the default chain");
+      }
+      for(String field : List.of("maxPerMinute", "maxPerDay"))
+      {
+         if(row.getValueInteger(field) != null && row.getValueInteger(field) < 1)
+         {
+            errors.add("Rate limits must be positive or empty");
+         }
+      }
+      try
+      {
+         InternetAddress from = new InternetAddress(row.getValueString("fromAddress"), true);
+         from.validate();
+         String domain = row.getValueString("sendingDomain");
+         if(domain != null && !domain.equalsIgnoreCase(from.getAddress().substring(from.getAddress().lastIndexOf('@') + 1)))
+         {
+            errors.add("From address domain must match sending domain");
+         }
+      }
+      catch(Exception e)
+      {
+         errors.add("A valid from address is required");
+      }
+      return (errors);
+   }
+
+   /*******************************************************************************
+    ** Provider validation and secret-presence display.
+    *******************************************************************************/
+   public static class ProviderCustomizer implements TableCustomizerInterface
+   {
+      /*******************************************************************************
+       ** Validate the resulting provider set, including sparse and batch writes.
+       *******************************************************************************/
+      @Override
+      public List<QRecord> preInsertOrUpdate(AbstractActionInput input, List<QRecord> records, boolean preview, Optional<List<QRecord>> oldRecords) throws QException
+      {
+         if(SystemWrites.active())
+         {
+            return (records);
+         }
+         List<QRecord> resulting = new ArrayList<>(SystemWrites.query(EmailTables.PROVIDER, new QQueryFilter(),
+            input instanceof com.kingsrook.qqq.backend.core.model.actions.tables.insert.InsertInput insert ? insert.getTransaction()
+               : input instanceof com.kingsrook.qqq.backend.core.model.actions.tables.update.UpdateInput update ? update.getTransaction() : null));
+         for(QRecord record : records)
+         {
+            QRecord merged = effective(record, oldRecords);
+            validateProvider(merged, EmailRuntime.config()).forEach(error -> record.addError(new BadInputStatusMessage(error)));
+            for(String field : List.of("usernameEnvName", "secretEnvName", "webhookSecretEnvName"))
+            {
+               String name = record.getValueString(field);
+               if(name != null && !EmailQBitConfig.ENV_NAME.matcher(name).matches())
+               {
+                  // An accidentally pasted credential must not be echoed in the failed write.
+                  record.setValue(field, null);
+               }
+            }
+            String sendingDomain = merged.getValueString("sendingDomain");
+            if(sendingDomain != null && !sendingDomain.isBlank() && merged.getValue("id") != null
+               && SystemWrites.query(EmailTables.SENDER, EmailStore.equal("providerId", merged.getValueInteger("id")), null).stream()
+                  .anyMatch(s -> !sendingDomain.equalsIgnoreCase(s.getValueString("address").substring(s.getValueString("address").lastIndexOf('@') + 1))))
+            {
+               record.addError(new BadInputStatusMessage("Sender addresses must match the sending domain"));
+            }
+            resulting.removeIf(r -> Objects.equals(r.getValue("id"), record.getValue("id")));
+            resulting.add(merged);
+            record.setValue("defaultSlot", Boolean.TRUE.equals(merged.getValueBoolean("enabled")) && Boolean.TRUE.equals(merged.getValueBoolean("isDefault")) ? 1 : null);
+         }
+         long enabled = resulting.stream().filter(r -> Boolean.TRUE.equals(r.getValueBoolean("enabled"))).count();
+         long defaults = resulting.stream().filter(r -> Boolean.TRUE.equals(r.getValueBoolean("enabled")) && Boolean.TRUE.equals(r.getValueBoolean("isDefault"))).count();
+         if(enabled > 0 && defaults != 1)
+         {
+            records.forEach(r -> r.addError(new BadInputStatusMessage("Exactly one enabled provider must be the default")));
+         }
+         return (records);
+      }
+
+      /*******************************************************************************
+       ** Prevent deleting the default while other enabled providers remain.
+       *******************************************************************************/
+      @Override
+      public List<QRecord> preDelete(DeleteInput input, List<QRecord> records, boolean preview) throws QException
+      {
+         for(QRecord row : records)
+         {
+            //////////////////////////////////////////////////////////////////
+            // the same history the RESTRICT foreign keys protect (docs/ddl) //
+            //////////////////////////////////////////////////////////////////
+            for(String history : List.of(EmailTables.MESSAGE, EmailTables.ATTEMPT, EmailTables.EVENT, EmailTables.INBOX))
+            {
+               if(!SystemWrites.query(history, EmailStore.equal("providerId", row.getValueInteger("id")).withLimit(1), input.getTransaction()).isEmpty())
+               {
+                  row.addError(new BadInputStatusMessage("Providers with message history cannot be deleted; disable the provider instead"));
+                  break;
+               }
+            }
+         }
+         List<QRecord> remaining = new ArrayList<>(SystemWrites.query(EmailTables.PROVIDER, new QQueryFilter(), input.getTransaction()));
+         remaining.removeIf(r -> records.stream().anyMatch(d -> Objects.equals(d.getValue("id"), r.getValue("id"))));
+         if(remaining.stream().anyMatch(r -> Boolean.TRUE.equals(r.getValueBoolean("enabled")))
+            && remaining.stream().noneMatch(r -> Boolean.TRUE.equals(r.getValueBoolean("enabled")) && Boolean.TRUE.equals(r.getValueBoolean("isDefault"))))
+         {
+            records.forEach(r -> r.addError(new BadInputStatusMessage("Choose another enabled default before deleting this provider")));
+         }
+         for(QRecord row : records)
+         {
+            if(!preview && row.getErrors().isEmpty())
+            {
+               SystemWrites.delete(EmailTables.SENDER, EmailStore.equal("providerId", row.getValueInteger("id")), input.getTransaction());
+            }
+         }
+         return (records);
+      }
+
+      /*******************************************************************************
+       ** Presence only; internal queries never resolve credentials.
+       *******************************************************************************/
+      @Override
+      public List<QRecord> postQuery(QueryOrGetInputInterface input, List<QRecord> records)
+      {
+         for(QRecord row : records)
+         {
+            String label = row.getValueString("label");
+            row.setRecordLabel(label == null || label.isBlank() ? row.getValueString("name") : label);
+         }
+         if(!SystemWrites.active())
+         {
+            for(QRecord row : records)
+            {
+               for(String field : List.of("usernameEnvName", "secretEnvName", "webhookSecretEnvName"))
+               {
+                  String value = null;
+                  String name = row.getValueString(field);
+                  EmailQBitConfig config = EmailRuntime.config();
+                  if(name != null && EmailQBitConfig.ENV_NAME.matcher(name).matches() && config.effectiveAllowedEnvNames(row.getValueString("kind")).contains(name))
+                  {
+                     try
+                     {
+                        value = config.getSecretResolver().apply(name);
+                     }
+                     catch(RuntimeException e)
+                     {
+                        // A failing resolver must never leak exception text or values.
+                     }
+                  }
+                  row.setValue(field + "Status", value == null || value.isBlank() ? "Not set" : "Set");
+               }
+            }
+         }
+         return (records);
+      }
+   }
+
+   /*******************************************************************************
+    ** Sender addresses: canonical lowercase address, the provider's sending domain,
+    ** unique per provider and at most one enabled default per provider.
+    *******************************************************************************/
+   public static class SenderAddressCustomizer implements TableCustomizerInterface
+   {
+      /*******************************************************************************
+       ** Validate each row against its provider and the resulting set of rows.
+       *******************************************************************************/
+      @Override
+      public List<QRecord> preInsertOrUpdate(AbstractActionInput input, List<QRecord> records, boolean preview, Optional<List<QRecord>> oldRecords) throws QException
+      {
+         if(SystemWrites.active())
+         {
+            return (records);
+         }
+         QBackendTransaction transaction = input instanceof InsertInput insert ? insert.getTransaction() : input instanceof UpdateInput update ? update.getTransaction() : null;
+         List<QRecord> resulting = new ArrayList<>();
+         Set<Serializable> providerIds = new LinkedHashSet<>();
+         for(QRecord record : records)
+         {
+            QRecord merged = effective(record, oldRecords);
+            if(record.getValueString("address") != null)
+            {
+               try
+               {
+                  String text = record.getValueString("address");
+                  if(text.contains("\r") || text.contains("\n"))
+                  {
+                     throw (new IllegalArgumentException("Sender address must not contain line breaks"));
+                  }
+                  InternetAddress address = new InternetAddress(text, true);
+                  address.validate();
+                  record.setValue("address", address.getAddress().toLowerCase(Locale.ROOT));
+                  merged.setValue("address", record.getValue("address"));
+               }
+               catch(Exception e)
+               {
+                  record.addError(new BadInputStatusMessage("A valid sender address is required"));
+               }
+            }
+            String name = merged.getValueString("displayName");
+            if(name != null && (name.contains("\r") || name.contains("\n")))
+            {
+               record.addError(new BadInputStatusMessage("Display name must not contain line breaks"));
+            }
+            QRecord provider = merged.getValue("providerId") == null ? null : EmailStore.get(EmailTables.PROVIDER, merged.getValueInteger("providerId"), transaction);
+            if(provider == null)
+            {
+               record.addError(new BadInputStatusMessage("An existing provider is required"));
+            }
+            else if(merged.getValueString("address") != null && record.getErrors().isEmpty())
+            {
+               String domain = provider.getValueString("sendingDomain");
+               String address = merged.getValueString("address");
+               if(domain != null && !domain.isBlank() && !domain.equalsIgnoreCase(address.substring(address.lastIndexOf('@') + 1)))
+               {
+                  record.addError(new BadInputStatusMessage("Sender address domain must match the provider sending domain"));
+               }
+            }
+            if(Boolean.TRUE.equals(merged.getValueBoolean("isDefault")) && !Boolean.TRUE.equals(merged.getValueBoolean("enabled")))
+            {
+               record.addError(new BadInputStatusMessage("A default sender address must be enabled"));
+            }
+            if(merged.getValue("providerId") != null)
+            {
+               providerIds.add(merged.getValue("providerId"));
+            }
+            resulting.add(merged);
+         }
+         if(!providerIds.isEmpty())
+         {
+            List<QRecord> existing = SystemWrites.query(EmailTables.SENDER, new QQueryFilter(new QFilterCriteria("providerId", QCriteriaOperator.IN, new ArrayList<>(providerIds))), transaction);
+            existing.removeIf(r -> records.stream().anyMatch(n -> Objects.equals(n.getValue("id"), r.getValue("id"))));
+            for(int i = 0; i < records.size(); i++)
+            {
+               QRecord merged = resulting.get(i);
+               List<QRecord> peers = new ArrayList<>(existing);
+               for(int j = 0; j < resulting.size(); j++)
+               {
+                  if(j != i)
+                  {
+                     peers.add(resulting.get(j));
+                  }
+               }
+               peers.removeIf(r -> !Objects.equals(r.getValue("providerId"), merged.getValue("providerId")));
+               if(peers.stream().anyMatch(r -> Objects.equals(r.getValueString("address"), merged.getValueString("address"))))
+               {
+                  records.get(i).addError(new BadInputStatusMessage("That sender address already exists for this provider"));
+               }
+               if(Boolean.TRUE.equals(merged.getValueBoolean("isDefault")) && peers.stream().anyMatch(r -> Boolean.TRUE.equals(r.getValueBoolean("isDefault"))))
+               {
+                  records.get(i).addError(new BadInputStatusMessage("Only one sender address per provider can be the default"));
+               }
+            }
+         }
+         return (records);
+      }
+   }
+
+   /*******************************************************************************
+    ** Canonical addresses and administrator protection for complaint removal.
+    *******************************************************************************/
+   public static class SuppressionCustomizer implements TableCustomizerInterface
+   {
+      /*******************************************************************************
+       ** Normalize and protect existing complaint rows from being weakened.
+       *******************************************************************************/
+      @Override
+      public List<QRecord> preInsertOrUpdate(AbstractActionInput input, List<QRecord> records, boolean preview, Optional<List<QRecord>> oldRecords)
+      {
+         for(QRecord record : records)
+         {
+            QRecord merged = effective(record, oldRecords);
+            if(merged.getValue("createdDate") == null)
+            {
+               record.setValue("createdDate", EmailRuntime.clock().instant());
+            }
+            if(record.getValueString("address") != null)
+            {
+               try
+               {
+                  InternetAddress address = new InternetAddress(record.getValueString("address"), true);
+                  address.validate();
+                  record.setValue("address", address.getAddress().toLowerCase(Locale.ROOT));
+               }
+               catch(Exception e)
+               {
+                  record.addError(new BadInputStatusMessage("A valid suppression address is required"));
+               }
+            }
+            if(oldRecords != null && oldRecords.isPresent() && oldRecords.get().stream().anyMatch(r -> Objects.equals(r.getValue("id"), merged.getValue("id")) && "COMPLAINT".equals(r.getValueString("reason"))))
+            {
+               protect(record);
+            }
+         }
+         return (records);
+      }
+
+      /*******************************************************************************
+       ** Only administrators remove complaint suppressions.
+       *******************************************************************************/
+      @Override
+      public List<QRecord> preDelete(DeleteInput input, List<QRecord> records, boolean preview)
+      {
+         records.stream().filter(r -> "COMPLAINT".equals(r.getValueString("reason"))).forEach(SuppressionCustomizer::protect);
+         return (records);
+      }
+
+      /*******************************************************************************
+       ** Apply the complaint permission even if core enforcement is disabled.
+       *******************************************************************************/
+      private static void protect(QRecord record)
+      {
+         if(!SystemWrites.active() && !EmailPermissionChecker.has(EmailPermissions.ADMIN))
+         {
+            record.addError(new BadInputStatusMessage("Changing a complaint suppression needs email.admin"));
+         }
+      }
+   }
+
+   /*******************************************************************************
+    ** Link application records through the standard dynamic record-link adornment.
+    *******************************************************************************/
+   public static class MessageLinksCustomizer implements TableCustomizerInterface
+   {
+      /*******************************************************************************
+       ** Supply only the target table name; no linked record content is loaded.
+       *******************************************************************************/
+      @Override
+      public List<QRecord> postQuery(QueryOrGetInputInterface input, List<QRecord> records)
+      {
+         if(!SystemWrites.active())
+         {
+            for(QRecord row : records)
+            {
+               for(String field : List.of("subject", "htmlBody", "textBody"))
+               {
+                  String value = row.getValueString(field);
+                  if(value != null && value.startsWith("enc:v1:"))
+                  {
+                     row.setValue(field, "[encrypted]");
+                     row.setDisplayValue(field, "[encrypted]");
+                  }
+               }
+            }
+         }
+         for(QRecord row : records)
+         {
+            String subject = row.getValueString("subject");
+            boolean secure = Boolean.TRUE.equals(row.getValueBoolean("phiApproved")) || "[encrypted]".equals(subject) || (subject != null && subject.startsWith("enc:v1:"));
+            row.setRecordLabel(secure ? "Secure message" : subject == null || subject.isBlank() ? "Message " + row.getValue("id") : subject);
+         }
+         if(input.getShouldGenerateDisplayValues())
+         {
+            for(QRecord row : records)
+            {
+               String table = row.getValueString("linkedTableName");
+               if(table != null && row.getValue("linkedRecordId") != null
+                  && com.kingsrook.qqq.backend.core.context.QContext.getQInstance().getTable(table) != null)
+               {
+                  row.setDisplayValue("linkedRecordId:toRecordFromTableDynamic", table);
+               }
+            }
+         }
+         return (records);
+      }
+   }
+
+}

src/main/java/com/kingsrook/qbits/email/metadata/EmailTables.java

@@ -0,0 +1,522 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2025.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * 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
+ *
+ *     https://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.email.metadata;
+
+
+import java.util.ArrayList;
+import java.util.List;
+import com.kingsrook.qbits.email.EmailQBitConfig;
+import com.kingsrook.qbits.email.outbox.EmailCategory;
+import com.kingsrook.qbits.email.permissions.EmailPermissionChecker;
+import com.kingsrook.qbits.email.support.EmailStore;
+import com.kingsrook.qqq.backend.core.actions.dashboard.widgets.ChildRecordListRenderer;
+import com.kingsrook.qqq.backend.core.instances.QInstanceEnricher;
+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.fields.AdornmentType;
+import com.kingsrook.qqq.backend.core.model.metadata.fields.FieldAdornment;
+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.joins.JoinOn;
+import com.kingsrook.qqq.backend.core.model.metadata.joins.JoinType;
+import com.kingsrook.qqq.backend.core.model.metadata.joins.QJoinMetaData;
+import com.kingsrook.qqq.backend.core.model.metadata.layout.QIcon;
+import com.kingsrook.qqq.backend.core.model.metadata.permissions.PermissionLevel;
+import com.kingsrook.qqq.backend.core.model.metadata.permissions.QPermissionRules;
+import com.kingsrook.qqq.backend.core.model.metadata.possiblevalues.QPossibleValueSource;
+import com.kingsrook.qqq.backend.core.model.metadata.tables.Capability;
+import com.kingsrook.qqq.backend.core.model.metadata.tables.QTableMetaData;
+import com.kingsrook.qqq.backend.core.model.metadata.tables.SectionFactory;
+import com.kingsrook.qqq.backend.core.model.metadata.tables.UniqueKey;
+
+
+/*******************************************************************************
+ ** Standard visible tables, with system-owned messages and attempt claims.
+ *******************************************************************************/
+public final class EmailTables
+{
+   public static final String PROVIDER = "email_provider";
+   public static final String SENDER = "email_provider_sender_address";
+   public static final String MESSAGE = "email_message";
+   public static final String ATTEMPT = "email_message_attempt";
+   public static final String TEMPLATE = "email_template";
+   public static final String VERSION = "email_template_version";
+   public static final String BRAND = "email_brand";
+   public static final String SUPPRESSION = "email_suppression";
+   public static final String INBOX = "email_webhook_inbox";
+   public static final String EVENT = "email_event";
+   public static final List<String> ALL = List.of(PROVIDER, SENDER, MESSAGE, ATTEMPT, TEMPLATE, VERSION, BRAND, SUPPRESSION, INBOX, EVENT);
+   public static final List<String> MAIN = List.of(MESSAGE, TEMPLATE, BRAND, SUPPRESSION, PROVIDER);
+   public static final List<String> SYSTEM_WRITTEN = List.of(MESSAGE, ATTEMPT, INBOX, EVENT);
+
+   /*******************************************************************************
+    ** Utility class.
+    *******************************************************************************/
+   private EmailTables()
+   {
+   }
+
+   /*******************************************************************************
+    ** Shared permission base and custom action checker.
+    *******************************************************************************/
+   public static QPermissionRules permissionRules()
+   {
+      return (new QPermissionRules().withLevel(PermissionLevel.HAS_ACCESS_PERMISSION).withPermissionBaseName("email")
+         .withCustomPermissionChecker(new QCodeReference(EmailPermissionChecker.class)));
+   }
+
+   /*******************************************************************************
+    ** All enum and table possible-value sources.
+    *******************************************************************************/
+   public static List<QPossibleValueSource> possibleValueSources()
+   {
+      List<QPossibleValueSource> result = new ArrayList<>();
+      result.add(QPossibleValueSource.newForEnum("email_provider_kind", EmailEnums.ProviderKind.values()));
+      result.add(QPossibleValueSource.newForEnum("email_security", EmailEnums.Security.values()));
+      result.add(QPossibleValueSource.newForEnum("email_health_status", EmailEnums.HealthStatus.values()));
+      result.add(QPossibleValueSource.newForEnum("email_message_status", EmailEnums.MessageStatus.values()));
+      result.add(QPossibleValueSource.newForEnum("email_attempt_outcome", EmailEnums.AttemptOutcome.values()));
+      result.add(QPossibleValueSource.newForEnum("email_template_kind", EmailEnums.TemplateKind.values()));
+      result.add(QPossibleValueSource.newForEnum("email_version_status", EmailEnums.VersionStatus.values()));
+      result.add(QPossibleValueSource.newForEnum("email_suppression_scope", EmailEnums.SuppressionScope.values()));
+      result.add(QPossibleValueSource.newForEnum("email_suppression_reason", EmailEnums.SuppressionReason.values()));
+      result.add(QPossibleValueSource.newForEnum("email_category", EmailCategory.values()));
+      result.add(QPossibleValueSource.newForEnum("email_inbox_status", EmailEnums.InboxStatus.values()));
+      result.add(QPossibleValueSource.newForEnum("email_event_type", EmailEnums.EventType.values()));
+      result.add(QPossibleValueSource.newForEnum("email_bounce_type", EmailEnums.BounceType.values()));
+      ALL.forEach(name -> result.add(QPossibleValueSource.newForTable(name)));
+      for(QPossibleValueSource source : result)
+      {
+         if(List.of(PROVIDER, SENDER, MESSAGE, VERSION).contains(source.getName()))
+         {
+            source.withSearchFields(PROVIDER.equals(source.getName()) ? List.of("label", "name") : SENDER.equals(source.getName()) ? List.of("address", "displayName")
+               : MESSAGE.equals(source.getName()) ? List.of("subject") : List.of("versionNumber", "locale"))
+               .withOrderByField("id");
+         }
+      }
+      return (result);
+   }
+
+   /*******************************************************************************
+    ** Outbound delivery and tracking tables.
+    *******************************************************************************/
+   public static List<QTableMetaData> tables(EmailQBitConfig config)
+   {
+      List<QTableMetaData> tables = new ArrayList<>();
+      tables.add(provider(config));
+      tables.add(sender(config));
+      tables.add(message(config));
+      tables.add(messageattempt(config));
+      tables.add(template(config));
+      tables.add(templateversion(config));
+      tables.add(brand(config));
+      tables.add(suppression(config));
+      tables.add(inbox(config));
+      tables.add(event(config));
+      for(QTableMetaData table : tables)
+      {
+         for(QFieldMetaData field : config.getSecurityFields())
+         {
+            table.addField(field.clone());
+            table.getSections().get(0).getFieldNames().add(field.getName());
+         }
+         config.getRecordSecurityLocks().forEach(table::withRecordSecurityLock);
+         if(SYSTEM_WRITTEN.contains(table.getName()))
+         {
+            table.withoutCapabilities(Capability.TABLE_INSERT, Capability.TABLE_UPDATE, Capability.TABLE_DELETE);
+            table.getFields().values().forEach(f -> f.setIsEditable(false));
+         }
+         table.getFields().values().forEach(f -> f.setBackendName(QInstanceEnricher.inferBackendName(f.getName())));
+      }
+      return (tables);
+   }
+
+   /*******************************************************************************
+    ** Common fields and record label.
+    *******************************************************************************/
+   private static QTableMetaData base(EmailQBitConfig config, String name, String label)
+   {
+      return (new QTableMetaData().withName(name).withLabel(label).withBackendName(config.getBackendName())
+         .withPrimaryKeyField("id").withIcon(new QIcon("mail")).withPermissionRules(permissionRules())
+         .withRecordLabelFormatAndFields("%s", "id")
+         .withField(field("id", QFieldType.INTEGER).withIsEditable(false))
+         .withField(field("createDate", QFieldType.DATE_TIME).withIsEditable(false))
+         .withField(field("modifyDate", QFieldType.DATE_TIME).withIsEditable(false)));
+   }
+
+   /*******************************************************************************
+    ** Field with a plain English label.
+    *******************************************************************************/
+   private static QFieldMetaData field(String name, QFieldType type)
+   {
+      String words = name.replaceAll("([a-z])([A-Z])", "$1 $2");
+      return (new QFieldMetaData(name, type).withLabel(Character.toUpperCase(words.charAt(0)) + words.substring(1)));
+   }
+
+
+   /*******************************************************************************
+    ** Metadata for email_provider.
+    *******************************************************************************/
+   private static QTableMetaData provider(EmailQBitConfig config)
+   {
+      QTableMetaData table = base(config, PROVIDER, "Provider")
+         .withField(field("name", QFieldType.STRING).withIsRequired(true).withMaxLength(500))
+         .withField(field("label", QFieldType.STRING).withMaxLength(500))
+         .withField(field("kind", QFieldType.STRING).withPossibleValueSourceName("email_provider_kind").withIsRequired(true).withMaxLength(500))
+         .withField(field("enabled", QFieldType.BOOLEAN).withDefaultValue(true))
+         .withField(field("isDefault", QFieldType.BOOLEAN).withDefaultValue(false))
+         .withField(field("fromAddress", QFieldType.STRING).withIsSensitive(true).withMaxLength(500))
+         .withField(field("fromName", QFieldType.STRING).withMaxLength(500))
+         .withField(field("replyTo", QFieldType.STRING).withIsSensitive(true).withMaxLength(500))
+         .withField(field("sendingDomain", QFieldType.STRING).withMaxLength(500))
+         .withField(field("host", QFieldType.STRING).withMaxLength(500))
+         .withField(field("port", QFieldType.INTEGER))
+         .withField(field("security", QFieldType.STRING).withPossibleValueSourceName("email_security").withDefaultValue("NONE").withMaxLength(500))
+         .withField(field("region", QFieldType.STRING).withMaxLength(500))
+         .withField(field("usernameEnvName", QFieldType.STRING).withMaxLength(500))
+         .withField(field("secretEnvName", QFieldType.STRING).withMaxLength(500))
+         .withField(field("webhookSecretEnvName", QFieldType.STRING).withMaxLength(500))
+         .withField(field("snsTopicArn", QFieldType.STRING).withMaxLength(500))
+         .withField(field("configurationSet", QFieldType.STRING).withMaxLength(500))
+         .withField(field("messageStream", QFieldType.STRING).withMaxLength(500))
+         .withField(field("maxPerMinute", QFieldType.INTEGER))
+         .withField(field("maxPerDay", QFieldType.INTEGER))
+         .withField(field("trackOpens", QFieldType.BOOLEAN).withDefaultValue(false))
+         .withField(field("trackClicks", QFieldType.BOOLEAN).withDefaultValue(false))
+         .withField(field("phiAllowed", QFieldType.BOOLEAN).withDefaultValue(false))
+         .withField(field("healthStatus", QFieldType.STRING).withPossibleValueSourceName("email_health_status").withDefaultValue("HEALTHY").withMaxLength(500))
+         .withField(field("lastSuccessDate", QFieldType.DATE_TIME))
+         .withField(field("lastFailureDate", QFieldType.DATE_TIME))
+         .withField(field("lastFailureMessage", QFieldType.STRING).withMaxLength(500))
+         .withField(field("dispatchLock", QFieldType.INTEGER).withDefaultValue(0).withIsHidden(true).withIsEditable(false))
+         .withField(field("defaultSlot", QFieldType.INTEGER).withIsHidden(true).withIsEditable(false));
+      table.withRecordLabelFormat(null).withRecordLabelFields(List.of());
+      table.withUniqueKey(new UniqueKey("name"));
+      table.withUniqueKey(new UniqueKey("defaultSlot"));
+      table.withSection(SectionFactory.defaultT1("id", "name", "label", "kind", "enabled", "isDefault"));
+      table.withSection(SectionFactory.defaultT2("fromAddress", "fromName", "replyTo", "sendingDomain", "host", "port", "security", "region", "usernameEnvName", "secretEnvName", "webhookSecretEnvName", "snsTopicArn", "configurationSet", "messageStream", "maxPerMinute", "maxPerDay", "trackOpens", "trackClicks", "phiAllowed", "healthStatus", "lastSuccessDate", "lastFailureDate", "lastFailureMessage"));
+      table.withSection(SectionFactory.defaultT3("createDate", "modifyDate"));
+      table.withSection(SectionFactory.customT2("senders", new QIcon("list")).withLabel("Sender Addresses").withWidgetName(SENDER + "_children"));
+      table.withSection(SectionFactory.customT2("children", new QIcon("list")).withLabel("Messages").withWidgetName(PROVIDER + "_children"));
+      table.withSection(SectionFactory.customT2("inbox", new QIcon("list")).withLabel("Webhook Inbox").withWidgetName(INBOX + "_children"));
+      return (table);
+   }
+
+
+   /*******************************************************************************
+    ** Metadata for email_provider_sender_address. The provider list in the
+    ** nav is the only entry point; rows are managed as a child list on the provider.
+    *******************************************************************************/
+   private static QTableMetaData sender(EmailQBitConfig config)
+   {
+      QTableMetaData table = base(config, SENDER, "Provider Sender Address")
+         .withField(field("providerId", QFieldType.INTEGER).withPossibleValueSourceName(PROVIDER).withIsRequired(true))
+         .withField(field("address", QFieldType.STRING).withIsRequired(true).withMaxLength(500))
+         .withField(field("displayName", QFieldType.STRING).withMaxLength(500))
+         .withField(field("isDefault", QFieldType.BOOLEAN).withDefaultValue(false))
+         .withField(field("enabled", QFieldType.BOOLEAN).withDefaultValue(true))
+         .withField(field("note", QFieldType.TEXT));
+      table.withRecordLabelFormat(null).withRecordLabelFields(List.of());
+      table.withUniqueKey(new UniqueKey("providerId", "address"));
+      table.withSection(SectionFactory.defaultT1("id", "providerId", "address", "displayName", "isDefault", "enabled"));
+      table.withSection(SectionFactory.defaultT2("note"));
+      table.withSection(SectionFactory.defaultT3("createDate", "modifyDate"));
+      return (table);
+   }
+
+
+   /*******************************************************************************
+    ** Metadata for email_message.
+    *******************************************************************************/
+   private static QTableMetaData message(EmailQBitConfig config)
+   {
+      QTableMetaData table = base(config, MESSAGE, "Message")
+         .withField(field("status", QFieldType.STRING).withPossibleValueSourceName("email_message_status").withMaxLength(500))
+         .withField(field("toAddresses", QFieldType.TEXT).withIsSensitive(true))
+         .withField(field("ccAddresses", QFieldType.TEXT).withIsSensitive(true))
+         .withField(field("bccAddresses", QFieldType.TEXT).withIsSensitive(true))
+         .withField(field("fromAddress", QFieldType.STRING).withIsSensitive(true).withMaxLength(500))
+         .withField(field("fromAddressId", QFieldType.INTEGER).withPossibleValueSourceName(SENDER).withPossibleValueSourceFilter(EmailStore.equal("providerId", "${input.providerId}")))
+         .withField(field("replyTo", QFieldType.STRING).withIsSensitive(true).withMaxLength(500))
+         .withField(field("subject", QFieldType.TEXT).withIsSensitive(true))
+         .withField(field("templateId", QFieldType.INTEGER).withPossibleValueSourceName(TEMPLATE))
+         .withField(field("templateVersionId", QFieldType.INTEGER).withPossibleValueSourceName(VERSION).withPossibleValueSourceFilter(EmailStore.equal("templateId", "${input.templateId}")))
+         .withField(field("brandId", QFieldType.INTEGER).withPossibleValueSourceName(BRAND))
+         .withField(field("category", QFieldType.STRING).withPossibleValueSourceName("email_category").withMaxLength(500))
+         .withField(field("locale", QFieldType.STRING).withDefaultValue("en").withMaxLength(500))
+         .withField(field("variablesSnapshot", QFieldType.TEXT).withIsSensitive(true))
+         .withField(field("htmlBody", QFieldType.TEXT).withIsSensitive(true))
+         .withField(field("textBody", QFieldType.TEXT).withIsSensitive(true))
+         .withField(field("phiApproved", QFieldType.BOOLEAN).withDefaultValue(false).withIsEditable(false))
+         .withField(field("unsubscribeUrl", QFieldType.TEXT))
+         .withField(field("bodySha256", QFieldType.STRING).withMaxLength(500))
+         .withField(field("idempotencyKey", QFieldType.STRING).withMaxLength(500))
+         .withField(field("rfcMessageId", QFieldType.STRING).withMaxLength(500))
+         .withField(field("providerId", QFieldType.INTEGER).withPossibleValueSourceName(PROVIDER))
+         .withField(field("providerMessageId", QFieldType.STRING).withMaxLength(500))
+         .withField(field("attemptCount", QFieldType.INTEGER).withDefaultValue(0))
+         .withField(field("nextAttemptDate", QFieldType.DATE_TIME))
+         .withField(field("leaseExpiresDate", QFieldType.DATE_TIME))
+         .withField(field("lastError", QFieldType.STRING).withMaxLength(500))
+         .withField(field("finishedDate", QFieldType.DATE_TIME))
+         .withField(field("sentDate", QFieldType.DATE_TIME))
+         .withField(field("deliveredDate", QFieldType.DATE_TIME))
+         .withField(field("bouncedDate", QFieldType.DATE_TIME))
+         .withField(field("complainedDate", QFieldType.DATE_TIME))
+         .withField(field("deadLetterDate", QFieldType.DATE_TIME))
+         .withField(field("linkedTableName", QFieldType.STRING).withMaxLength(500))
+         .withField(field("linkedRecordId", QFieldType.STRING).withMaxLength(500)
+            .withFieldAdornment(new FieldAdornment(AdornmentType.LINK).withValue(AdornmentType.LinkValues.TO_RECORD_FROM_TABLE_DYNAMIC, true)))
+         .withField(field("senderQbit", QFieldType.STRING).withMaxLength(500))
+         .withField(field("senderProcess", QFieldType.STRING).withMaxLength(500))
+         .withField(field("suppressedAddresses", QFieldType.TEXT).withIsSensitive(true))
+         .withField(field("sendAfter", QFieldType.DATE_TIME));
+      table.withRecordLabelFormat(null).withRecordLabelFields(List.of());
+      table.getField("subject").setIsHeavy(false);
+      table.withUniqueKey(new UniqueKey("idempotencyKey"));
+      table.withUniqueKey(new UniqueKey("rfcMessageId"));
+      table.withSection(SectionFactory.defaultT1("id", "status", "toAddresses", "ccAddresses", "bccAddresses", "fromAddress"));
+      table.withSection(SectionFactory.defaultT2("fromAddressId", "replyTo", "subject", "templateId", "templateVersionId", "brandId", "category", "locale", "variablesSnapshot", "htmlBody", "textBody", "phiApproved", "unsubscribeUrl", "bodySha256", "idempotencyKey", "rfcMessageId", "providerId", "providerMessageId", "attemptCount", "nextAttemptDate", "leaseExpiresDate", "lastError", "finishedDate", "sentDate", "deliveredDate", "bouncedDate", "complainedDate", "deadLetterDate", "linkedTableName", "linkedRecordId", "senderQbit", "senderProcess", "suppressedAddresses", "sendAfter"));
+      table.withSection(SectionFactory.defaultT3("createDate", "modifyDate"));
+      table.withSection(SectionFactory.customT2("children", new QIcon("list")).withLabel("Attempts").withWidgetName(MESSAGE + "_children"));
+      table.withSection(SectionFactory.customT2("events", new QIcon("list")).withLabel("Events").withWidgetName(EVENT + "_children"));
+      return (table);
+   }
+
+
+   /*******************************************************************************
+    ** Metadata for email_message_attempt.
+    *******************************************************************************/
+   private static QTableMetaData messageattempt(EmailQBitConfig config)
+   {
+      QTableMetaData table = base(config, ATTEMPT, "Message Attempt")
+         .withField(field("messageId", QFieldType.INTEGER).withPossibleValueSourceName(MESSAGE).withIsRequired(true).withPossibleValueSourceFilter(EmailStore.equal("providerId", "${input.providerId}")))
+         .withField(field("attemptNumber", QFieldType.INTEGER).withIsRequired(true))
+         .withField(field("outcome", QFieldType.STRING).withPossibleValueSourceName("email_attempt_outcome").withMaxLength(500))
+         .withField(field("providerId", QFieldType.INTEGER).withPossibleValueSourceName(PROVIDER))
+         .withField(field("claimedBy", QFieldType.STRING).withMaxLength(500))
+         .withField(field("startDate", QFieldType.DATE_TIME))
+         .withField(field("endDate", QFieldType.DATE_TIME))
+         .withField(field("leaseExpiresDate", QFieldType.DATE_TIME))
+         .withField(field("durationMillis", QFieldType.INTEGER))
+         .withField(field("error", QFieldType.STRING).withMaxLength(500));
+      table.withUniqueKey(new UniqueKey("messageId", "attemptNumber"));
+      table.withSection(SectionFactory.defaultT1("id", "messageId", "attemptNumber", "outcome", "providerId", "claimedBy"));
+      table.withSection(SectionFactory.defaultT2("startDate", "endDate", "leaseExpiresDate", "durationMillis", "error"));
+      table.withSection(SectionFactory.defaultT3("createDate", "modifyDate"));
+      return (table);
+   }
+
+
+   /*******************************************************************************
+    ** Metadata for email_template.
+    *******************************************************************************/
+   private static QTableMetaData template(EmailQBitConfig config)
+   {
+      QTableMetaData table = base(config, TEMPLATE, "Template")
+         .withField(field("name", QFieldType.STRING).withIsRequired(true).withMaxLength(500))
+         .withField(field("label", QFieldType.STRING).withMaxLength(500))
+         .withField(field("category", QFieldType.STRING).withPossibleValueSourceName("email_category").withMaxLength(500))
+         .withField(field("kind", QFieldType.STRING).withPossibleValueSourceName("email_template_kind").withIsRequired(true).withMaxLength(500))
+         .withField(field("brandId", QFieldType.INTEGER).withPossibleValueSourceName(BRAND))
+         .withField(field("activeVersionId", QFieldType.INTEGER).withPossibleValueSourceName(VERSION).withIsEditable(false).withPossibleValueSourceFilter(EmailStore.equal("templateId", "${input.id}")))
+         .withField(field("approvedVersionId", QFieldType.INTEGER).withIsEditable(false).withPossibleValueSourceName(VERSION).withPossibleValueSourceFilter(EmailStore.equal("templateId", "${input.id}")))
+         .withField(field("versionLock", QFieldType.INTEGER).withIsHidden(true).withIsEditable(false))
+         .withField(field("phiApproved", QFieldType.BOOLEAN).withDefaultValue(false).withIsEditable(false))
+         .withField(field("phiApprovedBy", QFieldType.STRING).withMaxLength(500).withIsEditable(false))
+         .withField(field("phiApprovedDate", QFieldType.DATE_TIME).withIsEditable(false))
+         .withField(field("editPermissionName", QFieldType.STRING).withMaxLength(500))
+         .withField(field("ownerQbit", QFieldType.STRING).withMaxLength(500).withIsEditable(false)
+            .withHelpContent(new com.kingsrook.qqq.backend.core.model.metadata.help.QHelpContent("Set by the qbit that registered the template. Messages sent from it name that qbit as their sender unless the sender says otherwise.")))
+         .withField(field("description", QFieldType.TEXT));
+      table.withRecordLabelFormatAndFields("%s", "name");
+      table.withUniqueKey(new UniqueKey("name"));
+      table.withSection(SectionFactory.defaultT1("id", "name", "label", "category", "kind", "brandId"));
+      table.withSection(SectionFactory.defaultT2("activeVersionId", "approvedVersionId", "phiApproved", "phiApprovedBy", "phiApprovedDate", "editPermissionName", "ownerQbit", "description"));
+      table.withSection(SectionFactory.defaultT3("createDate", "modifyDate"));
+      table.withSection(SectionFactory.customT2("children", new QIcon("list")).withLabel("Versions").withWidgetName(TEMPLATE + "_children"));
+      return (table);
+   }
+
+
+   /*******************************************************************************
+    ** Metadata for email_template_version.
+    *******************************************************************************/
+   private static QTableMetaData templateversion(EmailQBitConfig config)
+   {
+      QTableMetaData table = base(config, VERSION, "Template Version")
+         .withField(field("templateId", QFieldType.INTEGER).withPossibleValueSourceName(TEMPLATE).withIsRequired(true))
+         .withField(field("versionNumber", QFieldType.INTEGER).withIsRequired(true))
+         .withField(field("status", QFieldType.STRING).withPossibleValueSourceName("email_version_status").withDefaultValue("DRAFT").withIsEditable(false).withMaxLength(500))
+         .withField(field("locale", QFieldType.STRING).withDefaultValue("en").withMaxLength(500).withIsRequired(true))
+         .withField(field("subject", QFieldType.TEXT).withIsSensitive(true))
+         .withField(field("preheader", QFieldType.TEXT))
+         .withField(field("bodySource", QFieldType.TEXT))
+         .withField(field("textSource", QFieldType.TEXT))
+         .withField(field("compiledHtml", QFieldType.TEXT).withIsEditable(false))
+         .withField(field("variablesSchema", QFieldType.TEXT))
+         .withField(field("sampleVariables", QFieldType.TEXT))
+         .withField(field("createdBy", QFieldType.STRING).withMaxLength(500))
+         .withField(field("activatedDate", QFieldType.DATE_TIME));
+      table.withRecordLabelFormat(null).withRecordLabelFields(List.of());
+      table.withUniqueKey(new UniqueKey("templateId", "versionNumber", "locale"));
+      table.withSection(SectionFactory.customT2("preview", new QIcon("preview")).withLabel("Preview").withWidgetName("emailTemplatePreview"));
+      table.withSection(SectionFactory.defaultT1("id", "templateId", "versionNumber", "status", "locale", "subject"));
+      table.withSection(SectionFactory.defaultT2("preheader", "bodySource", "textSource", "compiledHtml", "variablesSchema", "sampleVariables", "createdBy", "activatedDate"));
+      table.withSection(SectionFactory.defaultT3("createDate", "modifyDate"));
+      return (table);
+   }
+
+
+   /*******************************************************************************
+    ** Metadata for email_brand.
+    *******************************************************************************/
+   private static QTableMetaData brand(EmailQBitConfig config)
+   {
+      QTableMetaData table = base(config, BRAND, "Brand")
+         .withField(field("name", QFieldType.STRING).withIsRequired(true).withMaxLength(500))
+         .withField(field("label", QFieldType.STRING).withMaxLength(500))
+         .withField(field("logoUrl", QFieldType.STRING).withMaxLength(500))
+         .withField(field("logoDarkUrl", QFieldType.STRING).withMaxLength(500))
+         .withField(field("logoAlt", QFieldType.STRING).withMaxLength(500))
+         .withField(field("primaryColor", QFieldType.STRING).withMaxLength(500))
+         .withField(field("textColor", QFieldType.STRING).withMaxLength(500))
+         .withField(field("backgroundColor", QFieldType.STRING).withMaxLength(500))
+         .withField(field("darkBackgroundColor", QFieldType.STRING).withMaxLength(500))
+         .withField(field("darkPrimaryColor", QFieldType.STRING).withMaxLength(500))
+         .withField(field("darkButtonTextColor", QFieldType.STRING).withMaxLength(500))
+         .withField(field("darkTextColor", QFieldType.STRING).withMaxLength(500))
+         .withField(field("buttonTextColor", QFieldType.STRING).withMaxLength(500))
+         .withField(field("footerMarkdown", QFieldType.TEXT))
+         .withField(field("postalAddress", QFieldType.TEXT))
+         .withField(field("socialLinks", QFieldType.TEXT))
+         .withField(field("siteUrl", QFieldType.STRING).withMaxLength(500))
+         .withField(field("isDefault", QFieldType.BOOLEAN).withDefaultValue(false))
+         .withField(field("appName", QFieldType.STRING).withMaxLength(500));
+      table.withRecordLabelFormatAndFields("%s", "name");
+      table.withUniqueKey(new UniqueKey("name"));
+      table.withSection(SectionFactory.defaultT1("id", "name", "label", "logoUrl", "logoDarkUrl", "logoAlt"));
+      table.withSection(SectionFactory.defaultT2("primaryColor", "textColor", "backgroundColor", "darkBackgroundColor", "darkTextColor", "darkPrimaryColor", "darkButtonTextColor", "buttonTextColor", "footerMarkdown", "postalAddress", "socialLinks", "siteUrl", "isDefault", "appName"));
+      table.withSection(SectionFactory.defaultT3("createDate", "modifyDate"));
+      return (table);
+   }
+
+
+   /*******************************************************************************
+    ** Metadata for email_suppression.
+    *******************************************************************************/
+   private static QTableMetaData suppression(EmailQBitConfig config)
+   {
+      QTableMetaData table = base(config, SUPPRESSION, "Suppression")
+         .withField(field("address", QFieldType.STRING).withIsRequired(true).withMaxLength(500))
+         .withField(field("scope", QFieldType.STRING).withPossibleValueSourceName("email_suppression_scope").withIsRequired(true).withMaxLength(500))
+         .withField(field("reason", QFieldType.STRING).withPossibleValueSourceName("email_suppression_reason").withIsRequired(true).withMaxLength(500))
+         .withField(field("sourceMessageId", QFieldType.INTEGER))
+         .withField(field("sourceEventId", QFieldType.INTEGER).withPossibleValueSourceName(EVENT).withPossibleValueSourceFilter(EmailStore.equal("messageId", "${input.sourceMessageId}")))
+         .withField(field("note", QFieldType.TEXT))
+         .withField(field("createdDate", QFieldType.DATE_TIME))
+         .withField(field("expiresDate", QFieldType.DATE_TIME));
+      table.withUniqueKey(new UniqueKey("address", "scope"));
+      table.withSection(SectionFactory.defaultT1("id", "address", "scope", "reason", "sourceMessageId", "sourceEventId"));
+      table.withSection(SectionFactory.defaultT2("note", "createdDate", "expiresDate"));
+      table.withSection(SectionFactory.defaultT3("createDate", "modifyDate"));
+      return (table);
+   }
+
+
+   /*******************************************************************************
+    ** System-written webhook inbox records.
+    *******************************************************************************/
+   private static QTableMetaData inbox(EmailQBitConfig config)
+   {
+      QTableMetaData table = base(config, INBOX, "Webhook Inbox")
+         .withField(field("providerId", QFieldType.INTEGER).withIsRequired(true).withPossibleValueSourceName(PROVIDER))
+         .withField(field("kind", QFieldType.STRING).withMaxLength(500))
+         .withField(field("externalEventId", QFieldType.STRING).withMaxLength(500).withIsRequired(true))
+         .withField(field("nonce", QFieldType.STRING).withMaxLength(500))
+         .withField(field("status", QFieldType.STRING).withMaxLength(500).withIsRequired(true).withPossibleValueSourceName("email_inbox_status"))
+         .withField(field("attempts", QFieldType.INTEGER))
+         .withField(field("nextAttemptDate", QFieldType.DATE_TIME))
+         .withField(field("lastError", QFieldType.STRING).withMaxLength(500))
+         .withField(field("payloadJson", QFieldType.TEXT).withIsSensitive(true))
+         .withField(field("payloadSha256", QFieldType.STRING).withMaxLength(500))
+         .withField(field("receivedDate", QFieldType.DATE_TIME))
+         .withField(field("processedDate", QFieldType.DATE_TIME));
+      table.withUniqueKey(new UniqueKey("providerId", "externalEventId"));
+      table.withUniqueKey(new UniqueKey("providerId", "nonce"));
+      table.withSection(SectionFactory.defaultT1("id", "providerId", "kind", "externalEventId", "nonce", "status", "attempts", "nextAttemptDate", "lastError", "payloadJson", "payloadSha256", "receivedDate", "processedDate"));
+      table.withSection(SectionFactory.defaultT3("createDate", "modifyDate"));
+      return (table);
+   }
+
+   /*******************************************************************************
+    ** System-written event records.
+    *******************************************************************************/
+   private static QTableMetaData event(EmailQBitConfig config)
+   {
+      QTableMetaData table = base(config, EVENT, "Event")
+         .withField(field("messageId", QFieldType.INTEGER).withIsRequired(true).withPossibleValueSourceName(MESSAGE).withPossibleValueSourceFilter(EmailStore.equal("providerId", "${input.providerId}")))
+         .withField(field("providerId", QFieldType.INTEGER).withPossibleValueSourceName(PROVIDER))
+         .withField(field("eventType", QFieldType.STRING).withMaxLength(500).withIsRequired(true).withPossibleValueSourceName("email_event_type"))
+         .withField(field("bounceType", QFieldType.STRING).withMaxLength(500).withPossibleValueSourceName("email_bounce_type"))
+         .withField(field("recipient", QFieldType.STRING).withMaxLength(500).withIsSensitive(true))
+         .withField(field("occurredDate", QFieldType.DATE_TIME))
+         .withField(field("detail", QFieldType.STRING).withMaxLength(500))
+         .withField(field("url", QFieldType.TEXT).withIsSensitive(true))
+         .withField(field("eventKey", QFieldType.STRING).withMaxLength(500).withIsRequired(true).withIsHidden(true));
+      table.withUniqueKey(new UniqueKey("eventKey"));
+      table.withSection(SectionFactory.defaultT1("id", "messageId", "providerId", "eventType", "bounceType", "recipient", "occurredDate", "detail", "url"));
+      table.withSection(SectionFactory.defaultT3("createDate", "modifyDate"));
+      return (table);
+   }
+
+   /*******************************************************************************
+    ** Relations used by child lists.
+    *******************************************************************************/
+   public static List<QJoinMetaData> joins()
+   {
+      return (List.of(join(PROVIDER, MESSAGE, "providerId"), join(MESSAGE, ATTEMPT, "messageId"), join(TEMPLATE, VERSION, "templateId"), join(PROVIDER, INBOX, "providerId"), join(PROVIDER, SENDER, "providerId"), join(MESSAGE, EVENT, "messageId")));
+   }
+
+   /*******************************************************************************
+    ** Parent to child relation.
+    *******************************************************************************/
+   private static QJoinMetaData join(String parent, String child, String field)
+   {
+      return (new QJoinMetaData().withName(parent + "_join_" + child).withType(JoinType.ONE_TO_MANY)
+         .withLeftTable(parent).withRightTable(child).withJoinOn(new JoinOn("id", field)));
+   }
+
+   /*******************************************************************************
+    ** Child lists live on the parent record, never in navigation.
+    *******************************************************************************/
+   public static List<QWidgetMetaData> childWidgets()
+   {
+      List<QWidgetMetaData> widgets = new ArrayList<>();
+      for(QJoinMetaData join : joins())
+      {
+         widgets.add(ChildRecordListRenderer.widgetMetaDataBuilder(join).withName(List.of(INBOX, EVENT, SENDER).contains(join.getRightTable()) ? join.getRightTable() + "_children" : join.getLeftTable() + "_children")
+            .withLabel(join.getRightTable().equals(INBOX) ? "Webhook Inbox" : join.getRightTable().equals(SENDER) ? "Sender Addresses" : join.getRightTable().equals(EVENT) ? "Events" : join.getRightTable().equals(ATTEMPT) ? "Attempts" : join.getRightTable().equals(VERSION) ? "Versions" : "Messages")
+            .withMaxRows(50).getWidgetMetaData().withGridColumns(12).withPermissionRules(permissionRules()));
+      }
+      return (widgets);
+   }
+}

src/main/java/com/kingsrook/qbits/email/outbox/AdHocEmailRenderer.java

@@ -0,0 +1,55 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2025.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * 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
+ *
+ *     https://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.email.outbox;
+
+
+
+
+/*******************************************************************************
+ ** Branded ad-hoc rendering. Markdown raw HTML and unsafe URL schemes are disabled.
+ *******************************************************************************/
+public class AdHocEmailRenderer implements EmailRenderer
+{
+   /*******************************************************************************
+    ** Render markdown, HTML, or plain text into both alternatives.
+    *******************************************************************************/
+   @Override
+   public Rendered render(EmailRequest request)
+   {
+      try
+      {
+         var brand = com.kingsrook.qbits.email.render.EmailBrands.resolve(request.getBrandName(), null);
+         String html = request.getHtmlBody();
+         if(html == null)
+         {
+            String body = request.getMarkdownBody() == null ? "<pre>" + com.kingsrook.qbits.email.template.EmailTemplateEngine.escape(request.getTextBody()) + "</pre>"
+               : com.kingsrook.qbits.email.render.EmailMarkdown.render(request.getMarkdownBody(), brand);
+            html = com.kingsrook.qbits.email.render.EmailLayout.render(body, "", brand,
+               request.getCategory() == null ? EmailCategory.TRANSACTIONAL : request.getCategory(), "");
+         }
+         return (new Rendered(html, request.getTextBody() == null ? com.kingsrook.qbits.email.render.HtmlToText.convert(html) : request.getTextBody()));
+      }
+      catch(com.kingsrook.qqq.backend.core.exceptions.QException e)
+      {
+         throw (new IllegalArgumentException("Email brand is unavailable"));
+      }
+   }
+}

src/main/java/com/kingsrook/qbits/email/outbox/EmailCategory.java

@@ -0,0 +1,54 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2025.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * 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
+ *
+ *     https://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.email.outbox;
+
+
+import com.kingsrook.qqq.backend.core.model.metadata.possiblevalues.PossibleValueEnum;
+
+
+/*******************************************************************************
+ ** Purpose of a message; transactional and security messages cannot be opted out.
+ *******************************************************************************/
+public enum EmailCategory implements PossibleValueEnum<String>
+{
+   TRANSACTIONAL,
+   NOTIFICATION,
+   MARKETING,
+   SECURITY;
+
+   /*******************************************************************************
+    ** Stable database value.
+    *******************************************************************************/
+   @Override
+   public String getPossibleValueId()
+   {
+      return (name());
+   }
+
+   /*******************************************************************************
+    ** Display label.
+    *******************************************************************************/
+   @Override
+   public String getPossibleValueLabel()
+   {
+      return (name().charAt(0) + name().substring(1).toLowerCase(java.util.Locale.ROOT));
+   }
+}

src/main/java/com/kingsrook/qbits/email/outbox/EmailEffectOutcome.java

@@ -0,0 +1,33 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2025.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * 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
+ *
+ *     https://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.email.outbox;
+
+
+/*******************************************************************************
+ ** Internal; use EmailApi.
+ ** Durable handoff outcomes. Operational failures propagate to the caller.
+ *******************************************************************************/
+@Deprecated(forRemoval = false)
+public enum EmailEffectOutcome
+{
+   QUEUED_OR_DUPLICATE,
+   REFUSED
+}

src/main/java/com/kingsrook/qbits/email/outbox/EmailEffects.java

@@ -0,0 +1,124 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2025.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * 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
+ *
+ *     https://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.email.outbox;
+
+
+import java.util.List;
+import java.util.Optional;
+import com.kingsrook.qbits.email.metadata.EmailTables;
+import com.kingsrook.qbits.email.support.EmailStore;
+import com.kingsrook.qbits.email.support.SystemWrites;
+import com.kingsrook.qqq.backend.core.exceptions.QException;
+import com.kingsrook.qqq.backend.core.model.data.QRecord;
+
+
+/*******************************************************************************
+ ** Internal; use EmailApi.
+ ** Outbox handoff and system-read reconciliation for trusted effect dispatchers.
+ ** This API has no dependency on core durable-job types. Sending retains the
+ ** EmailService permission checks; callers must supply a request without a transaction.
+ *******************************************************************************/
+@Deprecated(forRemoval = false)
+public final class EmailEffects
+{
+   /*******************************************************************************
+    ** A refusal can have a reference when suppression retained an audit row.
+    *******************************************************************************/
+   public record Result(EmailEffectOutcome outcome, EmailMessageRef message, List<String> reasons)
+   {
+      /*******************************************************************************
+       ** Preserve the original constructor for callers that only need the reference.
+       *******************************************************************************/
+      public Result(EmailEffectOutcome outcome, EmailMessageRef message)
+      {
+         this(outcome, message, List.of());
+      }
+   }
+
+
+
+   /*******************************************************************************
+    ** Utility class.
+    *******************************************************************************/
+   private EmailEffects()
+   {
+   }
+
+
+
+   /*******************************************************************************
+    ** Hand off once with the effect's identity. Refuse invalid or conflicting keys
+    ** and caller transactions: success must mean the outbox has committed already.
+    ** Database failures throw QException and must not become a permanent refusal.
+    *******************************************************************************/
+   public static Result send(EmailRequest request, String effectIdempotencyKey) throws QException
+   {
+      if(request == null || effectIdempotencyKey == null || effectIdempotencyKey.isBlank() || effectIdempotencyKey.length() > 500
+         || request.getTransaction() != null
+         || request.getIdempotencyKey() != null && !request.getIdempotencyKey().equals(effectIdempotencyKey))
+      {
+         return (new Result(EmailEffectOutcome.REFUSED, null, List.of("An email request without a caller transaction and a valid, matching effect key are required")));
+      }
+      request.withIdempotencyKey(effectIdempotencyKey);
+      EmailSendResult result = EmailService.send(request);
+      EmailMessageRef message = result.messageId() == null ? null : find("id", result.messageId()).orElseThrow(() -> new QException("Queued email reference is unavailable"));
+      boolean refused = result.status() == EmailSendResult.Status.REFUSED || result.status() == EmailSendResult.Status.SUPPRESSED
+         || message != null && "SUPPRESSED".equals(message.status());
+      List<String> reasons = message != null && "SUPPRESSED".equals(message.status()) ? List.of("All recipients are suppressed") : result.reasons();
+      return (new Result(refused ? EmailEffectOutcome.REFUSED : EmailEffectOutcome.QUEUED_OR_DUPLICATE, message, reasons));
+   }
+
+
+
+   /*******************************************************************************
+    ** Look up a committed outbox row by its exact effect or application key.
+    *******************************************************************************/
+   public static Optional<EmailMessageRef> findByIdempotencyKey(String key) throws QException
+   {
+      return (key == null || key.isBlank() ? Optional.empty() : find("idempotencyKey", key));
+   }
+
+
+
+   /*******************************************************************************
+    ** Look up the exact bracketed RFC Message-ID stored at enqueue time.
+    *******************************************************************************/
+   public static Optional<EmailMessageRef> findByRfcMessageId(String messageId) throws QException
+   {
+      return (messageId == null || messageId.isBlank() ? Optional.empty() : find("rfcMessageId", messageId));
+   }
+
+
+
+   /*******************************************************************************
+    ** Use the same authorized read scope as the dispatcher; expose only references.
+    *******************************************************************************/
+   private static Optional<EmailMessageRef> find(String field, java.io.Serializable value) throws QException
+   {
+      List<QRecord> rows = SystemWrites.query(EmailTables.MESSAGE, EmailStore.equal(field, value).withLimit(1));
+      if(rows.isEmpty())
+      {
+         return (Optional.empty());
+      }
+      QRecord row = rows.getFirst();
+      return (Optional.of(new EmailMessageRef(row.getValueInteger("id"), row.getValueString("status"), row.getValueString("rfcMessageId"), row.getValueString("providerMessageId"))));
+   }
+}

src/main/java/com/kingsrook/qbits/email/outbox/EmailJobEffectTarget.java

@@ -0,0 +1,200 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2025.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * 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
+ *
+ *     https://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.email.outbox;
+
+
+import java.io.Serializable;
+import java.time.Instant;
+import java.util.List;
+import java.util.Map;
+import java.util.concurrent.atomic.AtomicReference;
+import com.kingsrook.qqq.backend.core.context.CapturedContext;
+import com.kingsrook.qqq.backend.core.context.QContext;
+import com.kingsrook.qqq.backend.core.exceptions.QAuthenticationException;
+import com.kingsrook.qqq.backend.core.exceptions.QException;
+import com.kingsrook.qqq.backend.core.exceptions.QPermissionDeniedException;
+import com.kingsrook.qqq.backend.core.jobs.DurableJobsMetaData;
+import com.kingsrook.qqq.backend.core.jobs.JobSessions;
+import com.kingsrook.qqq.backend.core.jobs.effects.EffectRequest;
+import com.kingsrook.qqq.backend.core.jobs.effects.EffectResult;
+import com.kingsrook.qqq.backend.core.jobs.effects.EffectTarget;
+import com.kingsrook.qqq.backend.core.jobs.effects.ReconcileResult;
+import com.kingsrook.qqq.backend.core.jobs.store.DurableJobStore;
+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.metadata.code.QCodeReference;
+import com.kingsrook.qqq.backend.core.model.session.QSession;
+
+
+/*******************************************************************************
+ ** Durable jobs target for IDEMPOTENT_EXTERNAL email effects. SENT acknowledges
+ ** the committed email outbox, whose key deduplication makes retries safe. The
+ ** email dispatcher owns provider delivery and preserves the stored Message-ID.
+ ** Payload keys and types are documented in docs/DURABLE-JOBS.md.
+ *******************************************************************************/
+public class EmailJobEffectTarget implements EffectTarget
+{
+   public static final String TARGET_NAME = "email";
+
+
+
+   /*******************************************************************************
+    ** Register after enabling durable jobs; leave instances without jobs alone.
+    *******************************************************************************/
+   public static void register(QInstance instance)
+   {
+      DurableJobsMetaData jobs = DurableJobsMetaData.of(instance);
+      if(jobs != null)
+      {
+         jobs.withEffectTarget(TARGET_NAME, new QCodeReference(EmailJobEffectTarget.class));
+      }
+   }
+
+
+
+   /*******************************************************************************
+    ** Enqueue under the job owner's current permissions and captured scope.
+    ** Other exceptions are uncertain; core may safely resend using the same key.
+    *******************************************************************************/
+   @Override
+   public EffectResult deliver(EffectRequest r)
+   {
+      try
+      {
+         EmailRequest request = decode(r.payload()).withSender("jobs", r.effectName());
+         EmailEffects.Result result;
+         if(r.jobId() == null)
+         {
+            result = EmailEffects.send(request, r.idempotencyKey());
+         }
+         else
+         {
+            QInstance instance = QContext.getQInstance();
+            QSession owner;
+            try
+            {
+               QRecord job = new DurableJobStore(DurableJobsMetaData.of(instance)).getJob(r.jobId());
+               if(job == null)
+               {
+                  return (EffectResult.failed("The job's owner can no longer send it: job not found"));
+               }
+               owner = JobSessions.forJob(instance, job);
+            }
+            catch(QPermissionDeniedException | QAuthenticationException e)
+            {
+               return (EffectResult.failed("The job's owner can no longer send it: owner session unavailable"));
+            }
+            AtomicReference<EmailEffects.Result> handoff = new AtomicReference<>();
+            QContext.withTemporaryContext(new CapturedContext(instance, owner),
+               () -> handoff.set(EmailEffects.send(request, r.idempotencyKey())));
+            result = handoff.get();
+         }
+         if(result.outcome() == EmailEffectOutcome.REFUSED)
+         {
+            return (EffectResult.failed(String.join("; ", result.reasons())));
+         }
+         return (EffectResult.sent(String.valueOf(result.message().id())));
+      }
+      catch(Exception e)
+      {
+         // Exception details can contain payloads or database values.
+         return (EffectResult.unknown("Email handoff could not be confirmed (" + e.getClass().getSimpleName() + ")"));
+      }
+   }
+
+
+
+   /*******************************************************************************
+    ** Reconcile handoff by existence, including suppressed and terminal audit rows.
+    *******************************************************************************/
+   @Override
+   public ReconcileResult reconcile(EffectRequest r) throws QException
+   {
+      return (EmailEffects.findByIdempotencyKey(r.idempotencyKey())
+         .map(message -> ReconcileResult.found(String.valueOf(message.id())))
+         .orElseGet(ReconcileResult::notFound));
+   }
+
+
+
+   /*******************************************************************************
+    ** Decode only supported values; identity, sender and transaction cannot be
+    ** overridden by payload keys. Variables retain normal template/PHI validation.
+    *******************************************************************************/
+   static EmailRequest decode(Map<String, Serializable> payload)
+   {
+      Map<String, Serializable> values = payload == null ? Map.of() : payload;
+      EmailRequest request = new EmailRequest()
+         .withTo(addresses(values.get("to")))
+         .withCc(addresses(values.get("cc")))
+         .withBcc(addresses(values.get("bcc")))
+         .withFrom((String) values.get("from"))
+         .withFromAddressId((Integer) values.get("fromAddressId"))
+         .withReplyTo((String) values.get("replyTo"))
+         .withSubject((String) values.get("subject"))
+         .withTemplateName((String) values.get("templateName"))
+         .withMarkdownBody((String) values.get("markdownBody"))
+         .withHtmlBody((String) values.get("htmlBody"))
+         .withTextBody((String) values.get("textBody"))
+         .withProviderName((String) values.get("providerName"))
+         .withBrandName((String) values.get("brandName"))
+         .withLinkedRecord((String) values.get("linkedTableName"), values.get("linkedRecordId"));
+      if(values.get("locale") != null)
+      {
+         request.withLocale((String) values.get("locale"));
+      }
+      if(values.get("category") != null)
+      {
+         request.withCategory(EmailCategory.valueOf((String) values.get("category")));
+      }
+      if(values.get("sendAfter") != null)
+      {
+         request.withSendAfter(Instant.parse((String) values.get("sendAfter")));
+      }
+      if(values.get("variables") instanceof Map<?, ?> variables)
+      {
+         variables.forEach((key, value) -> request.withVariable((String) key, (Serializable) value));
+      }
+      else if(values.get("variables") != null)
+      {
+         throw (new IllegalArgumentException("variables must be a map"));
+      }
+      return (request);
+   }
+
+
+
+   /*******************************************************************************
+    ** Accept one mailbox or a list of mailboxes, without comma splitting.
+    *******************************************************************************/
+   private static List<String> addresses(Object value)
+   {
+      if(value == null)
+      {
+         return (List.of());
+      }
+      if(value instanceof String address)
+      {
+         return (List.of(address));
+      }
+      return (((List<?>) value).stream().map(String.class::cast).toList());
+   }
+}

src/main/java/com/kingsrook/qbits/email/outbox/EmailMessageRef.java

@@ -0,0 +1,31 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2025.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * 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
+ *
+ *     https://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.email.outbox;
+
+
+/*******************************************************************************
+ ** Internal; use EmailApi.
+ ** Reconciliation reference without message bodies, recipients or credentials.
+ *******************************************************************************/
+@Deprecated(forRemoval = false)
+public record EmailMessageRef(Integer id, String status, String rfcMessageId, String providerMessageId)
+{
+}

src/main/java/com/kingsrook/qbits/email/outbox/EmailRenderer.java

@@ -0,0 +1,43 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2025.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * 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
+ *
+ *     https://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.email.outbox;
+
+
+
+
+/*******************************************************************************
+ ** Replaceable rendering seam for the versioned template and brand renderer.
+ *******************************************************************************/
+@FunctionalInterface
+public interface EmailRenderer
+{
+   /*******************************************************************************
+    ** Render already validated ad-hoc content.
+    *******************************************************************************/
+   Rendered render(EmailRequest request);
+
+   /*******************************************************************************
+    ** Rendered alternatives persisted once for all attempts.
+    *******************************************************************************/
+   record Rendered(String html, String text)
+   {
+   }
+}

src/main/java/com/kingsrook/qbits/email/outbox/EmailRequest.java

@@ -0,0 +1,630 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2025.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * 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
+ *
+ *     https://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.email.outbox;
+
+
+import java.io.Serializable;
+import java.time.Instant;
+import java.util.ArrayList;
+import java.util.LinkedHashMap;
+import java.util.List;
+import java.util.Map;
+import com.kingsrook.qqq.backend.core.actions.QBackendTransaction;
+
+
+/*******************************************************************************
+ ** Synchronous enqueue request with explicit record provenance.
+ *******************************************************************************/
+public class EmailRequest
+{
+   private List<String> to = new ArrayList<>();
+   private List<String> cc = new ArrayList<>();
+   private List<String> bcc = new ArrayList<>();
+   private String from;
+   private Integer fromAddressId;
+   private String replyTo;
+   private String subject;
+   private String markdownBody;
+   private String htmlBody;
+   private String textBody;
+   private String providerName;
+   private String templateName;
+   private String brandName;
+   private String locale = "en";
+   private EmailCategory category;
+   private String idempotencyKey;
+   private Instant sendAfter;
+   private String linkedTableName;
+   private String linkedRecordId;
+   private String senderQbit;
+   private String senderProcess;
+   private QBackendTransaction transaction;
+   private String transactionBackendName;
+   private Map<String, RecordVariable> recordVariables = new LinkedHashMap<>();
+   private Map<String, Serializable> variables = new LinkedHashMap<>();
+   private Map<String, Serializable> securityValues = new LinkedHashMap<>();
+
+   /*******************************************************************************
+    ** Append to recipients.
+    *******************************************************************************/
+   public EmailRequest withTo(String... addresses)
+   {
+      to.addAll(List.of(addresses));
+      return (this);
+   }
+
+   /*******************************************************************************
+    ** Append cc recipients.
+    *******************************************************************************/
+   public EmailRequest withCc(String... addresses)
+   {
+      cc.addAll(List.of(addresses));
+      return (this);
+   }
+
+   /*******************************************************************************
+    ** Append bcc recipients.
+    *******************************************************************************/
+   public EmailRequest withBcc(String... addresses)
+   {
+      bcc.addAll(List.of(addresses));
+      return (this);
+   }
+
+   /*******************************************************************************
+    ** Link the message to an application record.
+    *******************************************************************************/
+   public EmailRequest withLinkedRecord(String table, Object id)
+   {
+      linkedTableName = table;
+      linkedRecordId = id == null ? null : String.valueOf(id);
+      return (this);
+   }
+
+   /*******************************************************************************
+    ** Identify the producing qbit and process.
+    *******************************************************************************/
+   public EmailRequest withSender(String qbit, String process)
+   {
+      senderQbit = qbit;
+      senderProcess = process;
+      return (this);
+   }
+
+   /*******************************************************************************
+    ** Declare the backend of the caller transaction; QBackendTransaction does not expose it.
+    *******************************************************************************/
+   public EmailRequest withTransaction(QBackendTransaction transaction, String backendName)
+   {
+      this.transaction = transaction;
+      this.transactionBackendName = backendName;
+      return (this);
+   }
+
+   /*******************************************************************************
+    ** Bind one schema variable.
+    *******************************************************************************/
+   public EmailRequest withVariable(String name, Serializable value)
+   {
+      variables.put(name, value);
+      return (this);
+   }
+
+   /*******************************************************************************
+    ** Accept a record reference without reading or snapshotting the record.
+    *******************************************************************************/
+   public EmailRequest withRecordVariable(String name, String table, Serializable id)
+   {
+      recordVariables.put(name, new RecordVariable(table, id));
+      return (this);
+   }
+
+
+   /*******************************************************************************
+    ** Getter for to.
+    *******************************************************************************/
+   public List<String> getTo()
+   {
+      return (to);
+   }
+
+
+   /*******************************************************************************
+    ** Fluent setter for to.
+    *******************************************************************************/
+   public EmailRequest withTo(List<String> to)
+   {
+      this.to = to;
+      return (this);
+   }
+
+
+   /*******************************************************************************
+    ** Getter for cc.
+    *******************************************************************************/
+   public List<String> getCc()
+   {
+      return (cc);
+   }
+
+
+   /*******************************************************************************
+    ** Fluent setter for cc.
+    *******************************************************************************/
+   public EmailRequest withCc(List<String> cc)
+   {
+      this.cc = cc;
+      return (this);
+   }
+
+
+   /*******************************************************************************
+    ** Getter for bcc.
+    *******************************************************************************/
+   public List<String> getBcc()
+   {
+      return (bcc);
+   }
+
+
+   /*******************************************************************************
+    ** Fluent setter for bcc.
+    *******************************************************************************/
+   public EmailRequest withBcc(List<String> bcc)
+   {
+      this.bcc = bcc;
+      return (this);
+   }
+
+
+   /*******************************************************************************
+    ** Getter for from.
+    *******************************************************************************/
+   public String getFrom()
+   {
+      return (from);
+   }
+
+
+   /*******************************************************************************
+    ** Fluent setter for from.
+    *******************************************************************************/
+   public EmailRequest withFrom(String from)
+   {
+      this.from = from;
+      return (this);
+   }
+
+
+   /*******************************************************************************
+    ** Getter for fromAddressId.
+    *******************************************************************************/
+   public Integer getFromAddressId()
+   {
+      return (fromAddressId);
+   }
+
+
+   /*******************************************************************************
+    ** Fluent setter for fromAddressId, a row of email_provider_sender_address that
+    ** must belong to the resolved provider and be enabled.
+    *******************************************************************************/
+   public EmailRequest withFromAddressId(Integer fromAddressId)
+   {
+      this.fromAddressId = fromAddressId;
+      return (this);
+   }
+
+
+   /*******************************************************************************
+    ** Getter for replyTo.
+    *******************************************************************************/
+   public String getReplyTo()
+   {
+      return (replyTo);
+   }
+
+
+   /*******************************************************************************
+    ** Fluent setter for replyTo.
+    *******************************************************************************/
+   public EmailRequest withReplyTo(String replyTo)
+   {
+      this.replyTo = replyTo;
+      return (this);
+   }
+
+
+   /*******************************************************************************
+    ** Getter for subject.
+    *******************************************************************************/
+   public String getSubject()
+   {
+      return (subject);
+   }
+
+
+   /*******************************************************************************
+    ** Fluent setter for subject.
+    *******************************************************************************/
+   public EmailRequest withSubject(String subject)
+   {
+      this.subject = subject;
+      return (this);
+   }
+
+
+   /*******************************************************************************
+    ** Getter for markdownBody.
+    *******************************************************************************/
+   public String getMarkdownBody()
+   {
+      return (markdownBody);
+   }
+
+
+   /*******************************************************************************
+    ** Fluent setter for markdownBody.
+    *******************************************************************************/
+   public EmailRequest withMarkdownBody(String markdownBody)
+   {
+      this.markdownBody = markdownBody;
+      return (this);
+   }
+
+
+   /*******************************************************************************
+    ** Getter for htmlBody.
+    *******************************************************************************/
+   public String getHtmlBody()
+   {
+      return (htmlBody);
+   }
+
+
+   /*******************************************************************************
+    ** Fluent setter for htmlBody.
+    *******************************************************************************/
+   public EmailRequest withHtmlBody(String htmlBody)
+   {
+      this.htmlBody = htmlBody;
+      return (this);
+   }
+
+
+   /*******************************************************************************
+    ** Getter for textBody.
+    *******************************************************************************/
+   public String getTextBody()
+   {
+      return (textBody);
+   }
+
+
+   /*******************************************************************************
+    ** Fluent setter for textBody.
+    *******************************************************************************/
+   public EmailRequest withTextBody(String textBody)
+   {
+      this.textBody = textBody;
+      return (this);
+   }
+
+
+   /*******************************************************************************
+    ** Getter for providerName.
+    *******************************************************************************/
+   public String getProviderName()
+   {
+      return (providerName);
+   }
+
+
+   /*******************************************************************************
+    ** Fluent setter for providerName.
+    *******************************************************************************/
+   public EmailRequest withProviderName(String providerName)
+   {
+      this.providerName = providerName;
+      return (this);
+   }
+
+
+   /*******************************************************************************
+    ** Getter for templateName.
+    *******************************************************************************/
+   public String getTemplateName()
+   {
+      return (templateName);
+   }
+
+
+   /*******************************************************************************
+    ** Fluent setter for templateName.
+    *******************************************************************************/
+   public EmailRequest withTemplateName(String templateName)
+   {
+      this.templateName = templateName;
+      return (this);
+   }
+
+
+   /*******************************************************************************
+    ** Getter for brandName.
+    *******************************************************************************/
+   public String getBrandName()
+   {
+      return (brandName);
+   }
+
+
+   /*******************************************************************************
+    ** Fluent setter for brandName.
+    *******************************************************************************/
+   public EmailRequest withBrandName(String brandName)
+   {
+      this.brandName = brandName;
+      return (this);
+   }
+
+
+   /*******************************************************************************
+    ** Getter for locale.
+    *******************************************************************************/
+   public String getLocale()
+   {
+      return (locale);
+   }
+
+
+   /*******************************************************************************
+    ** Fluent setter for locale.
+    *******************************************************************************/
+   public EmailRequest withLocale(String locale)
+   {
+      this.locale = locale;
+      return (this);
+   }
+
+
+   /*******************************************************************************
+    ** Getter for category.
+    *******************************************************************************/
+   public EmailCategory getCategory()
+   {
+      return (category);
+   }
+
+
+   /*******************************************************************************
+    ** Fluent setter for category.
+    *******************************************************************************/
+   public EmailRequest withCategory(EmailCategory category)
+   {
+      this.category = category;
+      return (this);
+   }
+
+
+   /*******************************************************************************
+    ** Getter for idempotencyKey.
+    *******************************************************************************/
+   public String getIdempotencyKey()
+   {
+      return (idempotencyKey);
+   }
+
+
+   /*******************************************************************************
+    ** Fluent setter for idempotencyKey.
+    *******************************************************************************/
+   public EmailRequest withIdempotencyKey(String idempotencyKey)
+   {
+      this.idempotencyKey = idempotencyKey;
+      return (this);
+   }
+
+
+   /*******************************************************************************
+    ** Getter for sendAfter.
+    *******************************************************************************/
+   public Instant getSendAfter()
+   {
+      return (sendAfter);
+   }
+
+
+   /*******************************************************************************
+    ** Fluent setter for sendAfter.
+    *******************************************************************************/
+   public EmailRequest withSendAfter(Instant sendAfter)
+   {
+      this.sendAfter = sendAfter;
+      return (this);
+   }
+
+
+   /*******************************************************************************
+    ** Getter for linkedTableName.
+    *******************************************************************************/
+   public String getLinkedTableName()
+   {
+      return (linkedTableName);
+   }
+
+
+   /*******************************************************************************
+    ** Fluent setter for linkedTableName.
+    *******************************************************************************/
+   public EmailRequest withLinkedTableName(String linkedTableName)
+   {
+      this.linkedTableName = linkedTableName;
+      return (this);
+   }
+
+
+   /*******************************************************************************
+    ** Getter for linkedRecordId.
+    *******************************************************************************/
+   public String getLinkedRecordId()
+   {
+      return (linkedRecordId);
+   }
+
+
+   /*******************************************************************************
+    ** Fluent setter for linkedRecordId.
+    *******************************************************************************/
+   public EmailRequest withLinkedRecordId(String linkedRecordId)
+   {
+      this.linkedRecordId = linkedRecordId;
+      return (this);
+   }
+
+
+   /*******************************************************************************
+    ** Getter for senderQbit.
+    *******************************************************************************/
+   public String getSenderQbit()
+   {
+      return (senderQbit);
+   }
+
+
+   /*******************************************************************************
+    ** Fluent setter for senderQbit.
+    *******************************************************************************/
+   public EmailRequest withSenderQbit(String senderQbit)
+   {
+      this.senderQbit = senderQbit;
+      return (this);
+   }
+
+
+   /*******************************************************************************
+    ** Getter for senderProcess.
+    *******************************************************************************/
+   public String getSenderProcess()
+   {
+      return (senderProcess);
+   }
+
+
+   /*******************************************************************************
+    ** Fluent setter for senderProcess.
+    *******************************************************************************/
+   public EmailRequest withSenderProcess(String senderProcess)
+   {
+      this.senderProcess = senderProcess;
+      return (this);
+   }
+
+
+   /*******************************************************************************
+    ** Getter for transaction.
+    *******************************************************************************/
+   public QBackendTransaction getTransaction()
+   {
+      return (transaction);
+   }
+
+
+   /*******************************************************************************
+    ** Fluent setter for transaction.
+    *******************************************************************************/
+   public EmailRequest withTransaction(QBackendTransaction transaction)
+   {
+      this.transaction = transaction;
+      return (this);
+   }
+
+
+   /*******************************************************************************
+    ** Getter for transactionBackendName.
+    *******************************************************************************/
+   public String getTransactionBackendName()
+   {
+      return (transactionBackendName);
+   }
+
+
+   /*******************************************************************************
+    ** Fluent setter for transactionBackendName.
+    *******************************************************************************/
+   public EmailRequest withTransactionBackendName(String transactionBackendName)
+   {
+      this.transactionBackendName = transactionBackendName;
+      return (this);
+   }
+
+
+   /*******************************************************************************
+    ** Getter for variables.
+    *******************************************************************************/
+   public Map<String, Serializable> getVariables()
+   {
+      return (variables);
+   }
+
+
+   /*******************************************************************************
+    ** Fluent setter for variables.
+    *******************************************************************************/
+   public EmailRequest withVariables(Map<String, Serializable> variables)
+   {
+      this.variables = variables;
+      return (this);
+   }
+
+
+   /*******************************************************************************
+    ** Getter for securityValues.
+    *******************************************************************************/
+   public Map<String, Serializable> getSecurityValues()
+   {
+      return (securityValues);
+   }
+
+
+   /*******************************************************************************
+    ** Fluent setter for securityValues.
+    *******************************************************************************/
+   public EmailRequest withSecurityValues(Map<String, Serializable> securityValues)
+   {
+      this.securityValues = securityValues;
+      return (this);
+   }
+
+   /*******************************************************************************
+    ** A record reference is distinct from an ordinary JSON object.
+    *******************************************************************************/
+   public record RecordVariable(String table, Serializable id)
+   {
+   }
+
+   /*******************************************************************************
+    ** Record bindings, read under the sender session by the service.
+    *******************************************************************************/
+   public Map<String, RecordVariable> getRecordVariables()
+   {
+      return (recordVariables);
+   }
+}

src/main/java/com/kingsrook/qbits/email/outbox/EmailSendResult.java

@@ -0,0 +1,42 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2025.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * 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
+ *
+ *     https://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.email.outbox;
+
+
+import java.util.List;
+
+
+/*******************************************************************************
+ ** Queue result. Cross-backend deferred inserts initially have no message id.
+ *******************************************************************************/
+public record EmailSendResult(Integer messageId, Status status, List<String> reasons)
+{
+   /*******************************************************************************
+    ** Enqueue outcomes.
+    *******************************************************************************/
+   public enum Status
+   {
+      QUEUED,
+      DUPLICATE,
+      SUPPRESSED,
+      REFUSED
+   }
+}

src/main/java/com/kingsrook/qbits/email/outbox/EmailService.java

@@ -0,0 +1,644 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2025.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * 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
+ *
+ *     https://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.email.outbox;
+
+
+import java.nio.charset.StandardCharsets;
+import java.security.MessageDigest;
+import java.time.Instant;
+import java.util.ArrayList;
+import java.util.HexFormat;
+import java.util.LinkedHashSet;
+import java.util.List;
+import java.util.Locale;
+import java.util.Set;
+import java.util.UUID;
+import com.kingsrook.qbits.email.EmailQBitConfig;
+import com.kingsrook.qbits.email.EmailRuntime;
+import com.kingsrook.qbits.email.metadata.EmailTableCustomizers;
+import com.kingsrook.qbits.email.metadata.EmailTables;
+import com.kingsrook.qbits.email.permissions.EmailPermissionChecker;
+import com.kingsrook.qbits.email.permissions.EmailPermissions;
+import com.kingsrook.qbits.email.render.EmailUnsubscribeLinks;
+import com.kingsrook.qbits.email.support.EmailStore;
+import com.kingsrook.qbits.email.support.SystemWrites;
+import com.kingsrook.qbits.email.template.EmailTemplateRenderer;
+import com.kingsrook.qqq.backend.core.actions.QBackendTransaction;
+import com.kingsrook.qqq.backend.core.actions.permissions.CorePermissionEnforcer;
+import com.kingsrook.qqq.backend.core.exceptions.QException;
+import com.kingsrook.qqq.backend.core.model.actions.messaging.SendMessageInput;
+import com.kingsrook.qqq.backend.core.model.actions.tables.insert.InsertInput;
+import com.kingsrook.qqq.backend.core.model.actions.tables.query.QCriteriaOperator;
+import com.kingsrook.qqq.backend.core.model.actions.tables.query.QFilterCriteria;
+import com.kingsrook.qqq.backend.core.model.actions.tables.query.QFilterOrderBy;
+import com.kingsrook.qqq.backend.core.model.actions.tables.query.QQueryFilter;
+import com.kingsrook.qqq.backend.core.model.data.QRecord;
+import jakarta.mail.internet.InternetAddress;
+
+
+/*******************************************************************************
+ ** Validated transactional outbox API. This class never performs network delivery.
+ *******************************************************************************/
+public final class EmailService
+{
+   /*******************************************************************************
+    ** Utility class.
+    *******************************************************************************/
+   private EmailService()
+   {
+   }
+
+   /*******************************************************************************
+    ** Queue validated, rendered alternatives with optional versioned templates.
+    *******************************************************************************/
+   public static EmailSendResult send(EmailRequest request) throws QException
+   {
+      return (send(request, new AdHocEmailRenderer()));
+   }
+
+   /*******************************************************************************
+    ** Queue with a host-supplied ad-hoc renderer; templates always use the validated engine.
+    *******************************************************************************/
+   public static EmailSendResult send(EmailRequest request, EmailRenderer renderer) throws QException
+   {
+      return (send(request, renderer, null));
+   }
+
+   /*******************************************************************************
+    ** Shared enqueue path, including already protected retained content.
+    *******************************************************************************/
+   private static EmailSendResult send(EmailRequest request, EmailRenderer renderer, QRecord retained) throws QException
+   {
+      EmailQBitConfig config = EmailRuntime.config();
+      if(config == null)
+      {
+         return (refused("Email qbit is not installed"));
+      }
+      if(CorePermissionEnforcer.shouldEnforce(new SendMessageInput()) && !EmailPermissionChecker.has(EmailPermissions.SEND))
+      {
+         return (refused("Sending email needs email.send"));
+      }
+      if(request == null)
+      {
+         return (refused("An email request is required"));
+      }
+      EmailTemplateRenderer templateRenderer;
+      QRecord templateContent;
+      try
+      {
+         templateRenderer = request.getTemplateName() == null ? null : EmailTemplateRenderer.prepare(request);
+         templateContent = templateRenderer == null ? retained : templateRenderer.render("pending", "https://example.invalid/unsubscribe/pending", true);
+      }
+      catch(IllegalArgumentException e)
+      {
+         return (refused(e.getMessage()));
+      }
+      if(templateRenderer == null && (!request.getVariables().isEmpty() || !request.getRecordVariables().isEmpty()))
+      {
+         return (refused("Variables require a template with a schema"));
+      }
+      if(templateRenderer == null && (request.getSubject() == null || request.getSubject().contains("\r") || request.getSubject().contains("\n")
+         || (request.getMarkdownBody() == null && request.getHtmlBody() == null && request.getTextBody() == null)))
+      {
+         return (refused("A subject and message body are required; subject must be one line"));
+      }
+      EmailCategory category = templateContent == null ? (request.getCategory() == null ? EmailCategory.TRANSACTIONAL : request.getCategory())
+         : EmailCategory.valueOf(templateContent.getValueString("category"));
+      QBackendTransaction transaction = request.getTransaction();
+      boolean sameBackend = transaction == null || request.getTransactionBackendName() == null || config.getBackendName().equals(request.getTransactionBackendName());
+      QBackendTransaction queryTransaction = sameBackend ? transaction : null;
+      QRecord duplicate = duplicate(request.getIdempotencyKey(), queryTransaction);
+      if(duplicate != null)
+      {
+         return (new EmailSendResult(duplicate.getValueInteger("id"), EmailSendResult.Status.DUPLICATE, List.of()));
+      }
+      String providerName = request.getProviderName() == null ? config.getDefaultProviderName() : request.getProviderName();
+      QQueryFilter providerFilter = new QQueryFilter(new QFilterCriteria("enabled", QCriteriaOperator.EQUALS, true));
+      providerFilter.withCriteria(new QFilterCriteria(providerName == null ? "isDefault" : "name", QCriteriaOperator.EQUALS, providerName == null ? true : providerName));
+      List<QRecord> providers = SystemWrites.query(EmailTables.PROVIDER, providerFilter, queryTransaction);
+      if(providers.size() != 1)
+      {
+         return (refused("An enabled named or default provider is required"));
+      }
+      QRecord provider = providers.get(0);
+      List<String> providerErrors = EmailTableCustomizers.validateProvider(provider, config);
+      if(!providerErrors.isEmpty())
+      {
+         return (new EmailSendResult(null, EmailSendResult.Status.REFUSED, providerErrors));
+      }
+      try
+      {
+         if(templateRenderer != null)
+         {
+            templateRenderer.validateProvider(provider);
+         }
+         else if(retained != null && Boolean.TRUE.equals(retained.getValueBoolean("phiApproved")))
+         {
+            EmailTemplateRenderer.checkProvider(provider);
+            com.kingsrook.qbits.email.phi.EmailBodyEncryption.encrypt(null, "subject", "pending");
+         }
+      }
+      catch(IllegalArgumentException e)
+      {
+         return (refused(e.getMessage()));
+      }
+      List<String> to;
+      List<String> cc;
+      List<String> bcc;
+      String from;
+      String replyTo;
+      QRecord senderRow;
+      try
+      {
+         senderRow = senderRow(provider, SystemWrites.query(EmailTables.SENDER, EmailStore.equal("providerId", provider.getValue("id")), queryTransaction), request);
+      }
+      catch(IllegalArgumentException e)
+      {
+         return (refused(e.getMessage()));
+      }
+      try
+      {
+         to = addresses(request.getTo());
+         cc = addresses(request.getCc());
+         bcc = addresses(request.getBcc());
+         String sender = request.getFrom() != null ? request.getFrom() : senderRow != null ? senderRow.getValueString("address") : provider.getValueString("fromAddress");
+         from = single(sender);
+         if(request.getFrom() == null)
+         {
+            String name = senderRow != null ? senderRow.getValueString("displayName") : provider.getValueString("fromName");
+            if(name != null && !name.isBlank())
+            {
+               from = new InternetAddress(new InternetAddress(from).getAddress(), name, "UTF-8").toString();
+            }
+         }
+         String reply = request.getReplyTo() == null ? provider.getValueString("replyTo") : request.getReplyTo();
+         replyTo = reply == null ? null : single(reply);
+         String domain = provider.getValueString("sendingDomain");
+         String address = new InternetAddress(from).getAddress();
+         if(domain != null && !domain.equalsIgnoreCase(address.substring(address.lastIndexOf('@') + 1)))
+         {
+            return (refused("From address domain must match sending domain"));
+         }
+      }
+      catch(Exception e)
+      {
+         return (refused("One or more email addresses are invalid"));
+      }
+      try
+      {
+         String unsubscribe = EmailUnsubscribeLinks.create("pending", String.join(",", to), category.name());
+         if(unsubscribe != null || retained != null && retained.getValueString("unsubscribeUrl") != null)
+         {
+            EmailUnsubscribeLinks.recipient(String.join(",", to), String.join(",", cc), String.join(",", bcc));
+         }
+      }
+      catch(IllegalArgumentException e)
+      {
+         return (refused(e.getMessage()));
+      }
+      if(to.isEmpty() && cc.isEmpty() && bcc.isEmpty())
+      {
+         return (refused("At least one recipient is required"));
+      }
+      Set<String> blocked = suppressed(category, queryTransaction);
+      List<String> dropped = new ArrayList<>();
+      for(List<String> addresses : List.of(to, cc, bcc))
+      {
+         addresses.removeIf(address ->
+         {
+            try
+            {
+               if(blocked.contains(new InternetAddress(address).getAddress().toLowerCase(Locale.ROOT)))
+               {
+                  dropped.add(address);
+                  return (true);
+               }
+            }
+            catch(Exception e)
+            {
+               // Addresses were validated above.
+            }
+            return (false);
+         });
+      }
+      boolean allSuppressed = to.isEmpty() && cc.isEmpty() && bcc.isEmpty();
+      EmailRenderer.Rendered rendered;
+      QRecord adHocBrand = null;
+      try
+      {
+         rendered = templateContent == null ? renderer.render(request) : new EmailRenderer.Rendered(templateContent.getValueString("htmlBody"), templateContent.getValueString("textBody"));
+         if(templateContent == null)
+         {
+            adHocBrand = com.kingsrook.qbits.email.render.EmailBrands.resolve(request.getBrandName(), null);
+         }
+      }
+      catch(IllegalArgumentException e)
+      {
+         return (refused(e.getMessage()));
+      }
+      Instant now = EmailRuntime.clock().instant();
+      QRecord row = new QRecord().withValue("providerId", provider.getValue("id"))
+         .withValue("status", allSuppressed ? "SUPPRESSED" : "QUEUED").withValue("finishedDate", allSuppressed ? now : null).withValue("attemptCount", 0)
+         .withValue("toAddresses", String.join(",", to)).withValue("ccAddresses", String.join(",", cc)).withValue("bccAddresses", String.join(",", bcc))
+         .withValue("fromAddress", from).withValue("fromAddressId", senderRow == null ? null : senderRow.getValue("id")).withValue("replyTo", replyTo).withValue("subject", request.getSubject())
+         .withValue("htmlBody", rendered.html()).withValue("textBody", rendered.text()).withValue("bodySha256", digest(rendered))
+         .withValue("brandId", adHocBrand == null ? null : adHocBrand.getValue("id"))
+         .withValue("category", category.name()).withValue("locale", request.getLocale()).withValue("idempotencyKey", request.getIdempotencyKey())
+         .withValue("rfcMessageId", messageId(request.getIdempotencyKey(), from))
+         .withValue("linkedTableName", request.getLinkedTableName()).withValue("linkedRecordId", request.getLinkedRecordId())
+         .withValue("senderQbit", request.getSenderQbit()).withValue("senderProcess", request.getSenderProcess())
+         .withValue("sendAfter", request.getSendAfter()).withValue("nextAttemptDate", request.getSendAfter() == null ? now : request.getSendAfter())
+         .withValue("suppressedAddresses", String.join(",", dropped));
+      if(templateContent != null)
+      {
+         row.getValues().putAll(templateContent.getValues());
+         if(row.getValue("senderQbit") == null && row.getValue("templateId") != null)
+         {
+            ///////////////////////////////////////////////////////////////////////////////
+            // the qbit that registered the template is the sender when none was named //
+            ///////////////////////////////////////////////////////////////////////////////
+            List<QRecord> owner = SystemWrites.query(EmailTables.TEMPLATE, EmailStore.equal("id", row.getValue("templateId")), queryTransaction);
+            row.setValue("senderQbit", owner.isEmpty() ? null : owner.getFirst().getValueString("ownerQbit"));
+         }
+      }
+      for(var field : config.getSecurityFields())
+      {
+         row.setValue(field.getName(), request.getSecurityValues().get(field.getName()));
+      }
+      if(transaction != null && !sameBackend)
+      {
+         transaction.addAfterCommitCallback(() ->
+         {
+            try
+            {
+               if(insert(row, null, templateRenderer).status() == EmailSendResult.Status.REFUSED)
+               {
+                  throw (new QException("Email after-commit enqueue failed"));
+               }
+            }
+            catch(QException e)
+            {
+               // Core logs callback failures; propagate only a sanitized message.
+               throw (new IllegalStateException("Email after-commit enqueue failed"));
+            }
+         });
+         return (new EmailSendResult(null, allSuppressed ? EmailSendResult.Status.SUPPRESSED : EmailSendResult.Status.QUEUED,
+            List.of("Enqueue deferred until caller transaction commits")));
+      }
+      return (insert(row, transaction, templateRenderer));
+   }
+
+   /*******************************************************************************
+    ** Resend retained content without decrypting it or downgrading PHI policy.
+    ** Snapshot tokens keep the original binding; the new row links to that row.
+    *******************************************************************************/
+   public static EmailSendResult resend(Integer id) throws QException
+   {
+      if(!SystemWrites.active() && !EmailPermissionChecker.has(EmailPermissions.MANAGE))
+      {
+         return (refused("Resending email needs email.manage"));
+      }
+      QRecord row = EmailStore.get(EmailTables.MESSAGE, id, null);
+      if(row == null || row.getValueString("htmlBody") == null && row.getValueString("textBody") == null)
+      {
+         return (refused("Retained message content is unavailable"));
+      }
+      QRecord provider = EmailStore.get(EmailTables.PROVIDER, row.getValueInteger("providerId"), null);
+      if(provider == null)
+      {
+         return (refused("Provider is unavailable"));
+      }
+      EmailRequest request = new EmailRequest().withSubject(row.getValueString("subject")).withHtmlBody(row.getValueString("htmlBody"))
+         .withTextBody(row.getValueString("textBody")).withFrom(row.getValueString("fromAddress")).withFromAddressId(row.getValueInteger("fromAddressId")).withReplyTo(row.getValueString("replyTo"))
+         .withProviderName(provider.getValueString("name")).withCategory(EmailCategory.valueOf(row.getValueString("category")))
+         .withLinkedRecord(EmailTables.MESSAGE, id).withSender("email", "email_resend");
+      if(row.getValueString("toAddresses") != null && !row.getValueString("toAddresses").isBlank())
+      {
+         request.withTo(row.getValueString("toAddresses"));
+      }
+      if(row.getValueString("ccAddresses") != null && !row.getValueString("ccAddresses").isBlank())
+      {
+         request.withCc(row.getValueString("ccAddresses"));
+      }
+      if(row.getValueString("bccAddresses") != null && !row.getValueString("bccAddresses").isBlank())
+      {
+         request.withBcc(row.getValueString("bccAddresses"));
+      }
+      for(var field : EmailRuntime.config().getSecurityFields())
+      {
+         request.getSecurityValues().put(field.getName(), row.getValue(field.getName()));
+      }
+      QRecord content = new QRecord();
+      for(String field : List.of("subject", "htmlBody", "textBody", "variablesSnapshot", "phiApproved", "templateId", "templateVersionId", "brandId", "locale", "category", "unsubscribeUrl"))
+      {
+         content.setValue(field, row.getValue(field));
+      }
+      content.withValue("encryptionSourceId", row.getValueString("id"));
+      return (send(request, ignored -> new EmailRenderer.Rendered(row.getValueString("htmlBody"), row.getValueString("textBody")), content));
+   }
+
+   /*******************************************************************************
+    ** Insert once; the database unique key arbitrates concurrent requests.
+    *******************************************************************************/
+   private static EmailSendResult insert(QRecord row, QBackendTransaction caller, EmailTemplateRenderer templateRenderer) throws QException
+   {
+      if(caller != null)
+      {
+         return (insertInTransaction(row, caller, templateRenderer));
+      }
+      try(QBackendTransaction transaction = QBackendTransaction.openFor(new InsertInput(EmailTables.MESSAGE)))
+      {
+         EmailSendResult result = insertInTransaction(row, transaction, templateRenderer);
+         if(result.status() == EmailSendResult.Status.REFUSED)
+         {
+            transaction.rollback();
+         }
+         else
+         {
+            transaction.commit();
+            return (result);
+         }
+      }
+      QRecord existing = duplicate(row.getValueString("idempotencyKey"), null);
+      return (existing == null ? refused("Could not queue the email message") : new EmailSendResult(existing.getValueInteger("id"), EmailSendResult.Status.DUPLICATE, List.of()));
+   }
+
+   /*******************************************************************************
+    ** Insert using the caller transaction, returning only safe diagnostics.
+    *******************************************************************************/
+   private static EmailSendResult insertInTransaction(QRecord row, QBackendTransaction transaction, EmailTemplateRenderer templateRenderer) throws QException
+   {
+      // A shared provider-row gate prevents a duplicate-key failure from aborting
+      // a caller-owned SQL transaction. The unique index remains the final arbiter.
+      if(row.getValueString("idempotencyKey") != null)
+      {
+         List<QRecord> providers = SystemWrites.query(EmailTables.PROVIDER, new QQueryFilter().withOrderBy(new QFilterOrderBy("id")).withLimit(1), transaction);
+         if(!providers.isEmpty())
+         {
+            EmailStore.lockProvider(providers.get(0).getValueInteger("id"), transaction);
+         }
+      }
+      QRecord existing = duplicate(row.getValueString("idempotencyKey"), transaction);
+      if(existing != null)
+      {
+         return (new EmailSendResult(existing.getValueInteger("id"), EmailSendResult.Status.DUPLICATE, List.of()));
+      }
+      QRecord inserted = SystemWrites.insert(EmailTables.MESSAGE, List.of(row), transaction).getRecords().get(0);
+      if(inserted.getErrors() != null && !inserted.getErrors().isEmpty())
+      {
+         throw (new QException("Could not queue the email message"));
+      }
+      try
+      {
+         String unsubscribe = row.getValueString("unsubscribeUrl");
+         if(unsubscribe == null && !"SUPPRESSED".equals(row.getValueString("status"))
+            && (templateRenderer != null || !Boolean.TRUE.equals(row.getValueBoolean("phiApproved"))))
+         {
+            unsubscribe = EmailUnsubscribeLinks.create(inserted.getValueString("id"), row.getValueString("toAddresses"), row.getValueString("category"));
+         }
+         QRecord content;
+         if(templateRenderer != null)
+         {
+            content = templateRenderer.render(inserted.getValueString("id"), unsubscribe, true);
+         }
+         else
+         {
+            content = new QRecord();
+            if(Boolean.TRUE.equals(row.getValueBoolean("phiApproved")))
+            {
+               for(String field : List.of("subject", "htmlBody", "textBody"))
+               {
+                  content.setValue(field, com.kingsrook.qbits.email.phi.EmailBodyEncryption.rebind(row.getValueString(field), field,
+                     row.getValueString("encryptionSourceId"), inserted.getValueString("id")));
+               }
+            }
+            if(unsubscribe != null && row.getValueString("unsubscribeUrl") == null)
+            {
+               String link = "<p><a href=\"" + com.kingsrook.qbits.email.template.EmailTemplateEngine.escape(unsubscribe) + "\">Unsubscribe</a></p>";
+               String html = row.getValueString("htmlBody");
+               java.util.regex.Matcher end = java.util.regex.Pattern.compile("</footer>|</body>", java.util.regex.Pattern.CASE_INSENSITIVE).matcher(html);
+               content.withValue("htmlBody", end.find() ? html.substring(0, end.start()) + link + html.substring(end.start()) : html + link)
+                  .withValue("textBody", row.getValueString("textBody") + "\nUnsubscribe (" + unsubscribe + ")");
+            }
+         }
+         content.withValue("id", inserted.getValue("id")).withValue("unsubscribeUrl", unsubscribe);
+         if(content.getValueString("htmlBody") != null)
+         {
+            content.withValue("bodySha256", digest(new EmailRenderer.Rendered(content.getValueString("htmlBody"), content.getValueString("textBody"))));
+         }
+         EmailStore.update(EmailTables.MESSAGE, content, transaction);
+      }
+      catch(IllegalArgumentException e)
+      {
+         SystemWrites.delete(EmailTables.MESSAGE, EmailStore.equal("id", inserted.getValueInteger("id")), transaction);
+         return (refused(e.getMessage()));
+      }
+      return (new EmailSendResult(inserted.getValueInteger("id"), "SUPPRESSED".equals(row.getValueString("status"))
+         ? EmailSendResult.Status.SUPPRESSED : EmailSendResult.Status.QUEUED, templateRenderer == null ? List.of() : templateRenderer.warnings()));
+   }
+
+   /*******************************************************************************
+    ** Look up an idempotency key in the appropriate transaction.
+    *******************************************************************************/
+   private static QRecord duplicate(String key, QBackendTransaction transaction) throws QException
+   {
+      if(key == null)
+      {
+         return (null);
+      }
+      List<QRecord> rows = SystemWrites.query(EmailTables.MESSAGE, new QQueryFilter(new QFilterCriteria("idempotencyKey", QCriteriaOperator.EQUALS, key)), transaction);
+      return (rows.isEmpty() ? null : rows.get(0));
+   }
+
+   /*******************************************************************************
+    ** Suppression matching; opt-outs never suppress transactional or security mail.
+    *******************************************************************************/
+   private static Set<String> suppressed(EmailCategory category, QBackendTransaction transaction) throws QException
+   {
+      Set<String> result = new LinkedHashSet<>();
+      boolean optOut = category == EmailCategory.NOTIFICATION || category == EmailCategory.MARKETING;
+      for(QRecord row : SystemWrites.query(EmailTables.SUPPRESSION, new QQueryFilter(), transaction))
+      {
+         Instant expires = row.getValueInstant("expiresDate");
+         if(expires != null && !expires.isAfter(EmailRuntime.clock().instant()))
+         {
+            continue;
+         }
+         if(!optOut && "UNSUBSCRIBE".equals(row.getValueString("reason")))
+         {
+            continue;
+         }
+         if("ALL".equals(row.getValueString("scope")) || (optOut && category.name().equals(row.getValueString("scope"))))
+         {
+            result.add(row.getValueString("address").toLowerCase(Locale.ROOT));
+         }
+      }
+      return (result);
+   }
+
+   /*******************************************************************************
+    ** The provider sender-address row a request uses, or null for the provider's own
+    ** from address. A chosen id, or a from text, must name an enabled row of this
+    ** provider; once a provider has rows, an explicit from text must match one.
+    ** With neither, an enabled default row wins over the provider's from address.
+    *******************************************************************************/
+   private static QRecord senderRow(QRecord provider, List<QRecord> rows, EmailRequest request)
+   {
+      String refusal = "That from address is not set up for provider " + provider.getValueString("name");
+      String wanted = null;
+      if(request.getFrom() != null && (request.getFromAddressId() != null || !rows.isEmpty()))
+      {
+         try
+         {
+            wanted = new InternetAddress(request.getFrom()).getAddress().toLowerCase(Locale.ROOT);
+         }
+         catch(Exception e)
+         {
+            throw (new IllegalArgumentException("One or more email addresses are invalid"));
+         }
+      }
+      for(QRecord row : rows)
+      {
+         boolean enabled = Boolean.TRUE.equals(row.getValueBoolean("enabled"));
+         if(request.getFromAddressId() != null)
+         {
+            if(request.getFromAddressId().equals(row.getValueInteger("id")))
+            {
+               if(!enabled || wanted != null && !wanted.equals(row.getValueString("address")))
+               {
+                  throw (new IllegalArgumentException(refusal));
+               }
+               return (row);
+            }
+         }
+         else if(wanted != null && enabled && wanted.equals(row.getValueString("address")))
+         {
+            return (row);
+         }
+         else if(request.getFrom() == null && enabled && Boolean.TRUE.equals(row.getValueBoolean("isDefault")))
+         {
+            return (row);
+         }
+      }
+      if(request.getFromAddressId() != null || wanted != null)
+      {
+         throw (new IllegalArgumentException(refusal));
+      }
+      return (null);
+   }
+
+   /*******************************************************************************
+    ** Strict address parsing, rejecting header injection and local-only addresses.
+    *******************************************************************************/
+   public static List<String> addresses(List<String> input) throws Exception
+   {
+      List<String> result = new ArrayList<>();
+      for(String value : input)
+      {
+         if(value == null || value.contains("\r") || value.contains("\n"))
+         {
+            throw (new IllegalArgumentException("Invalid address"));
+         }
+         for(InternetAddress address : InternetAddress.parse(value, true))
+         {
+            address.validate();
+            if(address.isGroup() || !address.getAddress().contains("@"))
+            {
+               throw (new IllegalArgumentException("Invalid address"));
+            }
+            result.add(address.toString());
+         }
+      }
+      return (result);
+   }
+
+   /*******************************************************************************
+    ** One sender or reply-to mailbox.
+    *******************************************************************************/
+   private static String single(String value) throws Exception
+   {
+      List<String> addresses = addresses(List.of(value));
+      if(addresses.size() != 1)
+      {
+         throw (new IllegalArgumentException("One address required"));
+      }
+      return (addresses.get(0));
+   }
+
+   /*******************************************************************************
+    ** Keep a digest after body retention clears both alternatives.
+    *******************************************************************************/
+   private static String digest(EmailRenderer.Rendered rendered)
+   {
+      try
+      {
+         return (HexFormat.of().formatHex(MessageDigest.getInstance("SHA-256").digest((rendered.html() + "\u0000" + rendered.text()).getBytes(StandardCharsets.UTF_8))));
+      }
+      catch(java.security.NoSuchAlgorithmException e)
+      {
+         throw (new IllegalStateException("SHA-256 unavailable"));
+      }
+   }
+
+
+
+   /*******************************************************************************
+    ** Create once before insertion. A UUID seeds messages without an idempotency key.
+    ** The mailbox parser ignores display names; malformed domains use a local fallback.
+    *******************************************************************************/
+   static String messageId(String key, String from)
+   {
+      String domain = "qbit-email.local";
+      try
+      {
+         String address = new InternetAddress(from).getAddress();
+         String candidate = address.substring(address.lastIndexOf('@') + 1);
+         if(address.contains("@") && candidate.matches("[A-Za-z0-9]+(?:[.-][A-Za-z0-9]+)*"))
+         {
+            domain = candidate.toLowerCase(Locale.ROOT);
+         }
+      }
+      catch(Exception e)
+      {
+         // A fallback also supports callers preparing legacy message rows.
+      }
+      try
+      {
+         String seed = key == null ? "qbit-email:" + UUID.randomUUID() : key;
+         String token = HexFormat.of().formatHex(MessageDigest.getInstance("SHA-256").digest(seed.getBytes(StandardCharsets.UTF_8))).substring(0, 32);
+         return ("<" + token + "@" + domain + ">");
+      }
+      catch(java.security.NoSuchAlgorithmException e)
+      {
+         throw (new IllegalStateException("SHA-256 unavailable"));
+      }
+   }
+
+
+
+   /*******************************************************************************
+    ** Refusal with no stored row.
+    *******************************************************************************/
+   private static EmailSendResult refused(String reason)
+   {
+      return (new EmailSendResult(null, EmailSendResult.Status.REFUSED, List.of(reason)));
+   }
+}

src/main/java/com/kingsrook/qbits/email/permissions/EmailPermissionChecker.java

@@ -0,0 +1,160 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2025.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * 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
+ *
+ *     https://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.email.permissions;
+
+
+import com.kingsrook.qbits.email.EmailRuntime;
+import com.kingsrook.qbits.email.metadata.EmailTables;
+import com.kingsrook.qbits.email.processes.EmailProcesses;
+import com.kingsrook.qqq.backend.core.actions.permissions.CustomPermissionChecker;
+import com.kingsrook.qqq.backend.core.context.QContext;
+import com.kingsrook.qqq.backend.core.exceptions.QPermissionDeniedException;
+import com.kingsrook.qqq.backend.core.model.actions.AbstractActionInput;
+import com.kingsrook.qqq.backend.core.model.actions.tables.delete.DeleteInput;
+import com.kingsrook.qqq.backend.core.model.actions.tables.insert.InsertInput;
+import com.kingsrook.qqq.backend.core.model.actions.tables.update.UpdateInput;
+import com.kingsrook.qqq.backend.core.model.metadata.layout.QAppMetaData;
+import com.kingsrook.qqq.backend.core.model.metadata.permissions.MetaDataWithPermissionRules;
+import com.kingsrook.qqq.backend.core.model.metadata.processes.QProcessMetaData;
+import com.kingsrook.qqq.backend.core.model.metadata.tables.QTableMetaData;
+import com.kingsrook.qqq.backend.core.model.session.QSession;
+
+
+/*******************************************************************************
+ ** Maps every action on the qbit's tables, processes, widgets and app to one
+ ** of {@code email.view}, {@code email.manage} or {@code email.admin}
+ ** (admin implies manage, manage implies view).
+ **
+ ** <p>Deliveries and attempts are written only by the qbit (its own writes run
+ ** in an authorized scope); people and the API can read them and act on them
+ ** through the processes.</p>
+ *******************************************************************************/
+public class EmailPermissionChecker implements CustomPermissionChecker
+{
+   /*******************************************************************************
+    ** Check, or throw.
+    *******************************************************************************/
+   @Override
+   public void checkPermissionsThrowing(AbstractActionInput actionInput, MetaDataWithPermissionRules metaData) throws QPermissionDeniedException
+   {
+      String needed = required(actionInput, metaData);
+      if(needed == null)
+      {
+         throw (new QPermissionDeniedException("Email messages and attempts are written only by the email qbit. Use Send Now, Resend or Cancel."));
+      }
+      if(!has(needed) && !hasTemplateGrant(actionInput, metaData))
+      {
+         throw (new QPermissionDeniedException("This needs the " + needed + " permission."));
+      }
+   }
+
+
+
+   /*******************************************************************************
+    ** Additional host permissions are restricted to template data and lifecycle.
+    *******************************************************************************/
+   private static boolean hasTemplateGrant(AbstractActionInput input, MetaDataWithPermissionRules metaData)
+   {
+      if(metaData instanceof QTableMetaData table
+         && (EmailTables.TEMPLATE.equals(table.getName()) || EmailTables.VERSION.equals(table.getName())))
+      {
+         return (hasTemplatePermission(input instanceof InsertInput || input instanceof UpdateInput || input instanceof DeleteInput));
+      }
+      if(metaData instanceof QAppMetaData app && EmailRuntime.config() != null && EmailRuntime.config().getAppName().equals(app.getName()))
+      {
+         return (hasTemplatePermission(false));
+      }
+      return (metaData instanceof QProcessMetaData process
+         && (EmailProcesses.NEW_VERSION.equals(process.getName()) || EmailProcesses.ACTIVATE_VERSION.equals(process.getName()))
+         && hasTemplatePermission(true));
+   }
+
+   /*******************************************************************************
+    ** Check only the configured read/write grant, without implying email.manage.
+    *******************************************************************************/
+   public static boolean hasTemplatePermission(boolean write)
+   {
+      var config = EmailRuntime.config();
+      String base = config == null ? null : config.getTemplatePermissionBaseName();
+      QSession session = QContext.getQSession();
+      return (base != null && !base.isBlank() && session != null && session.hasPermission(base + (write ? ".write" : ".read")));
+   }
+
+   /*******************************************************************************
+    ** The permission an action needs (null: nobody may do it directly).
+    *******************************************************************************/
+   static String required(AbstractActionInput actionInput, MetaDataWithPermissionRules metaData)
+   {
+      boolean write = actionInput instanceof InsertInput || actionInput instanceof UpdateInput || actionInput instanceof DeleteInput;
+      if(metaData instanceof QTableMetaData table)
+      {
+         if(EmailTables.PROVIDER.equals(table.getName()) || EmailTables.SENDER.equals(table.getName()))
+         {
+            return (EmailPermissions.ADMIN);
+         }
+         if(!write)
+         {
+            return (EmailPermissions.VIEW);
+         }
+         if(EmailTables.SYSTEM_WRITTEN.contains(table.getName()))
+         {
+            return (null);
+         }
+         if(EmailTables.PROVIDER.equals(table.getName()))
+         {
+            return (EmailPermissions.ADMIN);
+         }
+         return (EmailPermissions.MANAGE);
+      }
+      if(metaData instanceof QProcessMetaData process)
+      {
+         return (EmailProcesses.permissionFor(process.getName()));
+      }
+      return (EmailPermissions.VIEW);
+   }
+
+
+
+   /*******************************************************************************
+    ** True when the current session holds the permission (or a higher one).
+    *******************************************************************************/
+   public static boolean has(String permission)
+   {
+      QSession session = QContext.getQSession();
+      if(session == null)
+      {
+         return (false);
+      }
+      if(session.hasPermission(EmailPermissions.ADMIN))
+      {
+         return (true);
+      }
+      if(EmailPermissions.ADMIN.equals(permission))
+      {
+         return (false);
+      }
+      if(session.hasPermission(EmailPermissions.MANAGE))
+      {
+         return (true);
+      }
+      return (session.hasPermission(permission));
+   }
+}

src/main/java/com/kingsrook/qbits/email/permissions/EmailPermissions.java

@@ -0,0 +1,49 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2025.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * 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
+ *
+ *     https://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.email.permissions;
+
+
+import java.util.List;
+
+
+/*******************************************************************************
+ ** Email permissions: view, send, manage and admin, plus the derived app access.
+ ** Administrators imply all permissions; managers may also send and view.
+ *******************************************************************************/
+public final class EmailPermissions
+{
+   public static final String SEND = "email.send";
+   public static final String VIEW       = "email.view";
+   public static final String MANAGE     = "email.manage";
+   public static final String ADMIN      = "email.admin";
+   public static final String HAS_ACCESS = "email.hasAccess";
+
+   public static final List<String> ALL = List.of(VIEW, SEND, MANAGE, ADMIN, HAS_ACCESS);
+
+
+
+   /*******************************************************************************
+    ** Utility class.
+    *******************************************************************************/
+   private EmailPermissions()
+   {
+   }
+}

src/main/java/com/kingsrook/qbits/email/phi/EmailBodyEncryption.java

@@ -0,0 +1,137 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2025.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * 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
+ *
+ *     https://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.email.phi;
+
+
+import javax.crypto.Cipher;
+import javax.crypto.spec.GCMParameterSpec;
+import javax.crypto.spec.SecretKeySpec;
+import java.nio.ByteBuffer;
+import java.nio.charset.StandardCharsets;
+import java.security.MessageDigest;
+import java.security.SecureRandom;
+import java.util.Base64;
+import com.kingsrook.qbits.email.EmailRuntime;
+
+
+/*******************************************************************************
+ ** Stateless AES-256-GCM body protection. Only the dispatcher decrypts content.
+ *******************************************************************************/
+public final class EmailBodyEncryption
+{
+   /*******************************************************************************
+    ** Utility class.
+    *******************************************************************************/
+   private EmailBodyEncryption()
+   {
+   }
+
+   /*******************************************************************************
+    ** Resolve the deployment key, never retaining it between operations.
+    *******************************************************************************/
+   private static SecretKeySpec key() throws Exception
+   {
+      String secret = EmailRuntime.config().getSecretResolver().apply("QQQ_EMAIL_BODY_KEY");
+      if(secret == null || secret.isBlank())
+      {
+         throw (new IllegalArgumentException("PHI email needs QQQ_EMAIL_BODY_KEY"));
+      }
+      return (new SecretKeySpec(MessageDigest.getInstance("SHA-256").digest(secret.getBytes(StandardCharsets.UTF_8)), "AES"));
+   }
+
+   /*******************************************************************************
+    ** Encrypt with a fresh 96-bit nonce and 128-bit authentication tag.
+    *******************************************************************************/
+   public static String encrypt(String value, String column, String messageId)
+   {
+      try
+      {
+         SecretKeySpec key = key();
+         if(value == null)
+         {
+            return (null);
+         }
+         byte[] iv = new byte[12];
+         new SecureRandom().nextBytes(iv);
+         Cipher cipher = Cipher.getInstance("AES/GCM/NoPadding");
+         cipher.init(Cipher.ENCRYPT_MODE, key, new GCMParameterSpec(128, iv));
+         cipher.updateAAD(aad(column, messageId));
+         byte[] encrypted = cipher.doFinal(value.getBytes(StandardCharsets.UTF_8));
+         return ("enc:v1:" + Base64.getUrlEncoder().withoutPadding().encodeToString(ByteBuffer.allocate(iv.length + encrypted.length).put(iv).put(encrypted).array()));
+      }
+      catch(Exception e)
+      {
+         throw (new IllegalArgumentException("PHI email needs QQQ_EMAIL_BODY_KEY"));
+      }
+   }
+
+   /*******************************************************************************
+    ** Authenticate before exposing plaintext. Failures never echo ciphertext.
+    *******************************************************************************/
+   public static String decrypt(String value, String column, String messageId)
+   {
+      if(value == null || !value.startsWith("enc:v1:"))
+      {
+         return (value);
+      }
+      try
+      {
+         ByteBuffer bytes = ByteBuffer.wrap(Base64.getUrlDecoder().decode(value.substring(7)));
+         byte[] iv = new byte[12];
+         bytes.get(iv);
+         byte[] encrypted = new byte[bytes.remaining()];
+         bytes.get(encrypted);
+         Cipher cipher = Cipher.getInstance("AES/GCM/NoPadding");
+         cipher.init(Cipher.DECRYPT_MODE, key(), new GCMParameterSpec(128, iv));
+         cipher.updateAAD(aad(column, messageId));
+         return (new String(cipher.doFinal(encrypted), StandardCharsets.UTF_8));
+      }
+      catch(Exception e)
+      {
+         throw (new IllegalArgumentException("Encrypted email body could not be opened"));
+      }
+   }
+
+   /*******************************************************************************
+    ** Bind ciphertext to its storage table, column and message identity.
+    *******************************************************************************/
+   private static byte[] aad(String column, String messageId)
+   {
+      String storageColumn = switch(column)
+      {
+         case "subject" -> "subject";
+         case "htmlBody" -> "html_body";
+         case "textBody" -> "text_body";
+         default -> throw (new IllegalArgumentException("Unknown protected email column"));
+      };
+      return (("email_message\n" + storageColumn + "\n" + java.util.Objects.requireNonNull(messageId)).getBytes(StandardCharsets.UTF_8));
+   }
+
+   /*******************************************************************************
+    ** Authenticate and rebind retained ciphertext without exposing plaintext to
+    ** the resend caller. Only delivery callers receive decrypted content.
+    *******************************************************************************/
+   public static String rebind(String value, String column, String oldMessageId, String newMessageId)
+   {
+      return (encrypt(decrypt(value, column, oldMessageId), column, newMessageId));
+   }
+
+}

src/main/java/com/kingsrook/qbits/email/phi/EmailClassifications.java

@@ -0,0 +1,109 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2025.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * 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
+ *
+ *     https://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.email.phi;
+
+
+import com.kingsrook.qbits.email.EmailQBitConfig;
+import com.kingsrook.qqq.backend.core.model.metadata.tables.QTableMetaData;
+
+
+/*******************************************************************************
+ ** STAND-IN(core=#1142, removeBy=RC.7). Core classification wins when available;
+ ** overrides then schema declarations provide the RC.5 compatibility contract.
+ *******************************************************************************/
+public final class EmailClassifications
+{
+   /*******************************************************************************
+    ** Ordered data sensitivity.
+    *******************************************************************************/
+   public enum Level
+   {
+      PUBLIC, CONFIDENTIAL, PII, PHI
+   }
+
+   /*******************************************************************************
+    ** Utility class.
+    *******************************************************************************/
+   private EmailClassifications()
+   {
+   }
+
+   /*******************************************************************************
+    ** Resolve a field without a compile-time dependency on unreleased core.
+    *******************************************************************************/
+   public static Level ofField(QTableMetaData table, String field, String declared, EmailQBitConfig config)
+   {
+      if(table != null && field != null)
+      {
+         try
+         {
+            Class<?> core = Class.forName("com.kingsrook.qqq.backend.core.actions.ai.AiDataClassifications");
+            Object value = core.getMethod("ofField", QTableMetaData.class, String.class).invoke(null, table, field);
+            if(value instanceof Enum<?> level)
+            {
+               return (Level.valueOf(level.name()));
+            }
+         }
+         catch(ClassNotFoundException e)
+         {
+            // Expected on RC.5; use the explicit stand-in configuration.
+         }
+         catch(ReflectiveOperationException | IllegalArgumentException e)
+         {
+            throw (new IllegalArgumentException("Field classification is unavailable"));
+         }
+         Level override = config.getClassificationOverrides().get(table.getName() + "." + field);
+         if(override != null)
+         {
+            return (override);
+         }
+      }
+      return (declared == null ? Level.PUBLIC : Level.valueOf(declared));
+   }
+
+   /*******************************************************************************
+    ** Schema declarations alone cannot attest a record's classification source.
+    *******************************************************************************/
+   public static boolean hasSource(QTableMetaData table, String field, EmailQBitConfig config)
+   {
+      if(config.getClassificationOverrides().containsKey(table.getName() + "." + field))
+      {
+         return (true);
+      }
+      try
+      {
+         Class<?> core = Class.forName("com.kingsrook.qqq.backend.core.actions.ai.AiDataClassifications");
+         return (core.getMethod("ofField", QTableMetaData.class, String.class).invoke(null, table, field) instanceof Enum<?>);
+      }
+      catch(ReflectiveOperationException e)
+      {
+         return (false);
+      }
+   }
+
+   /*******************************************************************************
+    ** PII has the same email approval requirement as PHI.
+    *******************************************************************************/
+   public static boolean sensitive(Level level)
+   {
+      return (level == Level.PII || level == Level.PHI);
+   }
+}

src/main/java/com/kingsrook/qbits/email/phi/EmailValueTokens.java

@@ -0,0 +1,149 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2025.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * 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
+ *
+ *     https://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.email.phi;
+
+
+import javax.crypto.Mac;
+import javax.crypto.spec.SecretKeySpec;
+import java.io.Serializable;
+import java.math.BigDecimal;
+import java.nio.charset.StandardCharsets;
+import java.security.MessageDigest;
+import java.util.ArrayList;
+import java.util.Base64;
+import java.util.List;
+import com.kingsrook.qbits.email.EmailRuntime;
+import com.kingsrook.qqq.backend.core.model.metadata.fields.QFieldMetaData;
+import com.kingsrook.qqq.backend.core.model.metadata.tables.QTableMetaData;
+import com.kingsrook.qqq.backend.core.utils.ValueUtils;
+
+
+/*******************************************************************************
+ ** STAND-IN(core=#1161-impl, removeBy=RC.7). Mirrors ClassifiedValueTokens.
+ ** Tokens are comparisons, never recoverable snapshots. No secret is retained.
+ *******************************************************************************/
+public final class EmailValueTokens
+{
+   /*******************************************************************************
+    ** Utility class.
+    *******************************************************************************/
+   private EmailValueTokens()
+   {
+   }
+
+   /*******************************************************************************
+    ** Bind to table, field and record identity. TODO core: wipe-rule record
+    ** fields will produce shred:v1; context values must never use shred:v1.
+    *******************************************************************************/
+   public static String forRecordField(QTableMetaData table, QFieldMetaData field, Serializable pk, Serializable value)
+   {
+      return (token(List.of(table.getName(), field.getName(), String.valueOf(pk)), value));
+   }
+
+   /*******************************************************************************
+    ** Non-record low-entropy inputs cannot yield dictionary-testable tokens.
+    *******************************************************************************/
+   public static String forContext(List<String> bindingParts, Serializable value)
+   {
+      if(value instanceof Boolean || canonical(value).codePoints().distinct().count() < 4)
+      {
+         return (changed());
+      }
+      return (token(bindingParts, value));
+   }
+
+   /*******************************************************************************
+    ** Deliberately non-verifiable marker.
+    *******************************************************************************/
+   public static String changed()
+   {
+      return ("changed:v1");
+   }
+
+   /*******************************************************************************
+    ** Verify only a genuine keyed token, with constant-time comparison.
+    *******************************************************************************/
+   public static boolean verifyRecordField(QTableMetaData table, QFieldMetaData field, Serializable pk, Serializable value, String token)
+   {
+      return (matches(token, forRecordField(table, field, pk, value)));
+   }
+
+   /*******************************************************************************
+    ** Verify a context token, never changed or shred markers.
+    *******************************************************************************/
+   public static boolean verifyContext(List<String> bindingParts, Serializable value, String token)
+   {
+      return (matches(token, forContext(bindingParts, value)));
+   }
+
+   /*******************************************************************************
+    ** Stable canonical representation shared with future core.
+    *******************************************************************************/
+   public static String canonical(Serializable value)
+   {
+      if(value instanceof BigDecimal decimal)
+      {
+         return (decimal.stripTrailingZeros().toPlainString());
+      }
+      return (ValueUtils.getValueAsString(value));
+   }
+
+   /*******************************************************************************
+    ** Construct the versioned HMAC without logging key or input.
+    *******************************************************************************/
+   private static String token(List<String> parts, Serializable value)
+   {
+      try
+      {
+         String secret = EmailRuntime.config().getSecretResolver().apply("QQQ_AUDIT_HMAC_KEY");
+         if(secret == null || secret.isBlank())
+         {
+            return (changed());
+         }
+         byte[] key = Base64.getDecoder().decode(secret);
+         String keyId = EmailRuntime.config().getSecretResolver().apply("QQQ_AUDIT_HMAC_KEY_ID");
+         if(keyId == null || keyId.isBlank())
+         {
+            keyId = "env1";
+         }
+         Mac mac = Mac.getInstance("HmacSHA256");
+         mac.init(new SecretKeySpec(key, "HmacSHA256"));
+         List<String> binding = new ArrayList<>(parts);
+         binding.add(canonical(value));
+         return ("hmac:v1:" + keyId + ":" + Base64.getUrlEncoder().withoutPadding()
+            .encodeToString(mac.doFinal(String.join("\u001f", binding).getBytes(StandardCharsets.UTF_8))));
+      }
+      catch(Exception e)
+      {
+         // An unavailable or malformed audit key must not reveal the value.
+         return (changed());
+      }
+   }
+
+   /*******************************************************************************
+    ** Compare only HMAC tokens, never sentinel strings.
+    *******************************************************************************/
+   private static boolean matches(String supplied, String computed)
+   {
+      return (supplied != null && supplied.startsWith("hmac:v1:") && computed.startsWith("hmac:v1:")
+         && MessageDigest.isEqual(supplied.getBytes(StandardCharsets.UTF_8), computed.getBytes(StandardCharsets.UTF_8)));
+   }
+}

src/main/java/com/kingsrook/qbits/email/processes/EmailProcesses.java

@@ -0,0 +1,560 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2025.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * 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
+ *
+ *     https://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.email.processes;
+
+
+import java.io.Serializable;
+import java.time.Duration;
+import java.time.Instant;
+import java.util.ArrayList;
+import java.util.HashMap;
+import java.util.List;
+import java.util.Map;
+import com.kingsrook.qbits.email.EmailQBitConfig;
+import com.kingsrook.qbits.email.EmailRuntime;
+import com.kingsrook.qbits.email.delivery.EmailDispatcher;
+import com.kingsrook.qbits.email.metadata.EmailTables;
+import com.kingsrook.qbits.email.outbox.EmailCategory;
+import com.kingsrook.qbits.email.outbox.EmailRequest;
+import com.kingsrook.qbits.email.outbox.EmailSendResult;
+import com.kingsrook.qbits.email.outbox.EmailService;
+import com.kingsrook.qbits.email.permissions.EmailPermissions;
+import com.kingsrook.qbits.email.support.EmailStore;
+import com.kingsrook.qbits.email.support.SystemWrites;
+import com.kingsrook.qqq.backend.core.actions.QBackendTransaction;
+import com.kingsrook.qqq.backend.core.actions.processes.BackendStep;
+import com.kingsrook.qqq.backend.core.exceptions.QException;
+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.query.QCriteriaOperator;
+import com.kingsrook.qqq.backend.core.model.actions.tables.query.QFilterCriteria;
+import com.kingsrook.qqq.backend.core.model.actions.tables.query.QQueryFilter;
+import com.kingsrook.qqq.backend.core.model.actions.tables.update.UpdateInput;
+import com.kingsrook.qqq.backend.core.model.data.QRecord;
+import com.kingsrook.qqq.backend.core.model.metadata.code.QCodeReference;
+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.layout.QIcon;
+import com.kingsrook.qqq.backend.core.model.metadata.processes.QBackendStepMetaData;
+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.QFunctionInputMetaData;
+import com.kingsrook.qqq.backend.core.model.metadata.processes.QProcessMetaData;
+import com.kingsrook.qqq.backend.core.model.metadata.scheduleing.QScheduleMetaData;
+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.ExtractViaQueryStep;
+import com.kingsrook.qqq.backend.core.processes.implementations.etl.streamedwithfrontend.ProcessSummaryProviderInterface;
+import com.kingsrook.qqq.backend.core.processes.implementations.etl.streamedwithfrontend.StreamedETLWithFrontendProcess;
+
+
+/*******************************************************************************
+ ** Standard Review/Result record actions and hidden scheduled maintenance.
+ *******************************************************************************/
+public final class EmailProcesses
+{
+   public static final String NEW_VERSION = "email_new_version";
+   public static final String ACTIVATE_VERSION = "email_activate_version";
+   public static final String APPROVE_PHI = "email_approve_phi";
+   public static final String RESEND = "email_resend";
+   public static final String CANCEL = "email_cancel";
+   public static final String SEND_NOW = "email_send_now";
+   public static final String SEND_TEST = "email_send_test";
+   public static final String SEND_AD_HOC = "email_send_ad_hoc";
+   public static final String SEND_TEMPLATED = "email_send_templated";
+   public static final String DISPATCH = "email_dispatch";
+   public static final String MAINTAIN = "email_maintain";
+   public static final String REPROCESS = "email_reprocess_webhook";
+   public static final String PROCESS_WEBHOOKS = "email_process_webhooks";
+   public static final String RETENTION = "email_retention";
+
+   /** Process value the send-test prepare step sets to the selected provider id; the from address filter falls back to it. */
+   public static final String PROVIDER_FILTER_VALUE = "possibleValueFilterValueId";
+
+   /*******************************************************************************
+    ** Utility class.
+    *******************************************************************************/
+   private EmailProcesses()
+   {
+   }
+
+   /*******************************************************************************
+    ** Required action permission.
+    *******************************************************************************/
+   public static String permissionFor(String name)
+   {
+      return (switch(name)
+      {
+         case REPROCESS, RESEND, CANCEL, SEND_NOW, NEW_VERSION, ACTIVATE_VERSION -> EmailPermissions.MANAGE;
+         case SEND_TEMPLATED, SEND_AD_HOC -> EmailPermissions.SEND;
+         default -> EmailPermissions.ADMIN;
+      });
+   }
+
+   /*******************************************************************************
+    ** All actions and schedules; none is an app child.
+    *******************************************************************************/
+   public static List<QProcessMetaData> processes(EmailQBitConfig config)
+   {
+      QProcessMetaData test = action(SEND_TEST, "Send Test Email", EmailTables.PROVIDER);
+      test.withStep(0, new QBackendStepMetaData().withName("prepare").withCode(new QCodeReference(SendTestPrepareStep.class)));
+      test.withStep(1, new QFrontendStepMetaData().withName("input").withLabel("Recipient")
+         .withComponent(new QFrontendComponentMetaData().withType(QComponentType.EDIT_FORM))
+         .withFormField(new QFieldMetaData("toAddress", QFieldType.STRING).withLabel("To address").withIsRequired(true))
+         .withFormField(new QFieldMetaData("fromAddressId", QFieldType.INTEGER).withLabel("From address").withPossibleValueSourceName(EmailTables.SENDER)
+            .withPossibleValueSourceFilter(EmailStore.equal("providerId", "${input.id}??${processValues." + PROVIDER_FILTER_VALUE + "}"))));
+      QFunctionInputMetaData inputs = new QFunctionInputMetaData();
+      QFunctionInputMetaData adHocInputs = new QFunctionInputMetaData();
+      for(String field : List.of("templateName", "to", "cc", "bcc", "replyTo", "subject", "markdownBody", "htmlBody", "textBody", "providerName", "brandName",
+         "locale", "variablesJson", "recordVariablesJson", "linkedTableName", "linkedRecordId", "idempotencyKey"))
+      {
+         inputs.withField(new QFieldMetaData(field, QFieldType.STRING));
+         adHocInputs.withField(new QFieldMetaData(field, QFieldType.STRING));
+      }
+      adHocInputs.withField(new QFieldMetaData("category", QFieldType.STRING));
+      for(QFunctionInputMetaData target : List.of(inputs, adHocInputs))
+      {
+         target.withField(new QFieldMetaData("providerId", QFieldType.INTEGER).withPossibleValueSourceName(EmailTables.PROVIDER));
+         target.withField(new QFieldMetaData("fromAddressId", QFieldType.INTEGER).withPossibleValueSourceName(EmailTables.SENDER)
+            .withPossibleValueSourceFilter(EmailStore.equal("providerId", "${input.providerId}")));
+      }
+      QProcessMetaData adHoc = new QProcessMetaData().withName(SEND_AD_HOC).withLabel("Send Ad Hoc Email").withIsHidden(true)
+         .withPermissionRules(EmailTables.permissionRules())
+         .withStep(new QBackendStepMetaData().withName("send").withCode(new QCodeReference(SendStep.class)).withInputData(adHocInputs));
+      QProcessMetaData send = new QProcessMetaData().withName(SEND_TEMPLATED).withLabel("Send Email").withIsHidden(true)
+         .withPermissionRules(EmailTables.permissionRules())
+         .withStep(new QBackendStepMetaData().withName("send").withCode(new QCodeReference(SendStep.class)).withInputData(inputs));
+      return (List.of(action(RESEND, "Resend", EmailTables.MESSAGE), action(CANCEL, "Cancel", EmailTables.MESSAGE),
+         action(SEND_NOW, "Send Now", EmailTables.MESSAGE), test, send, adHoc,
+         action(NEW_VERSION, "New Version", EmailTables.TEMPLATE), action(ACTIVATE_VERSION, "Activate Version", EmailTables.VERSION),
+         action(APPROVE_PHI, "Approve For PHI", EmailTables.VERSION),
+         action(REPROCESS, "Reprocess", EmailTables.INBOX), scheduled(config, PROCESS_WEBHOOKS, "Process Email Webhooks", 30),
+         scheduled(config, DISPATCH, "Dispatch Email", config.getDispatchIntervalSeconds()),
+         scheduled(config, MAINTAIN, "Maintain Email", 300), scheduled(config, RETENTION, "Email Retention", 86400)));
+   }
+
+   /*******************************************************************************
+    ** A standard streamed-ETL action.
+    *******************************************************************************/
+   private static QProcessMetaData action(String name, String label, String table)
+   {
+      Map<String, Serializable> values = new HashMap<>();
+      values.put(StreamedETLWithFrontendProcess.FIELD_SOURCE_TABLE, table);
+      values.put(StreamedETLWithFrontendProcess.FIELD_DESTINATION_TABLE, table);
+      values.put(StreamedETLWithFrontendProcess.FIELD_SUPPORTS_FULL_VALIDATION, true);
+      values.put(StreamedETLWithFrontendProcess.FIELD_DO_FULL_VALIDATION, true);
+      values.put(StreamedETLWithFrontendProcess.FIELD_FETCH_HEAVY_FIELDS, true);
+      values.put(StreamedETLWithFrontendProcess.FIELD_PREVIEW_MESSAGE, label + " for the selected records.");
+      return (StreamedETLWithFrontendProcess.defineProcessMetaData(ExtractViaQueryStep.class, ActionTransform.class, ActionLoad.class, values)
+         .withName(name).withLabel(label).withIcon(new QIcon("mail")).withTableName(table).withPermissionRules(EmailTables.permissionRules()));
+   }
+
+   /*******************************************************************************
+    ** Hidden backend schedule; without a scheduler manual dispatch remains possible.
+    *******************************************************************************/
+   private static QProcessMetaData scheduled(EmailQBitConfig config, String name, String label, int seconds)
+   {
+      QProcessMetaData process = new QProcessMetaData().withName(name).withLabel(label).withIsHidden(true)
+         .withPermissionRules(EmailTables.permissionRules()).withStep(new QBackendStepMetaData().withName("run").withCode(new QCodeReference(ScheduledStep.class)));
+      if(config.getSchedulerName() != null)
+      {
+         process.withSchedule(new QScheduleMetaData().withSchedulerName(config.getSchedulerName()).withRepeatSeconds(seconds).withInitialDelaySeconds(Math.min(seconds, 30)));
+      }
+      return (process);
+   }
+
+   /*******************************************************************************
+    ** Whether a selected row can participate in the action.
+    *******************************************************************************/
+   private static boolean eligible(String process, QRecord row)
+   {
+      if(REPROCESS.equals(process))
+      {
+         return ("FAILED".equals(row.getValueString("status")));
+      }
+      if(NEW_VERSION.equals(process))
+      {
+         return (true);
+      }
+      if(ACTIVATE_VERSION.equals(process) || APPROVE_PHI.equals(process))
+      {
+         return ("DRAFT".equals(row.getValueString("status")) || APPROVE_PHI.equals(process) && "ACTIVE".equals(row.getValueString("status")));
+      }
+      if(SEND_TEST.equals(process))
+      {
+         return (Boolean.TRUE.equals(row.getValueBoolean("enabled")));
+      }
+      String status = row.getValueString("status");
+      if(RESEND.equals(process))
+      {
+         return (List.of("DEAD_LETTER", "BOUNCED", "COMPLAINED").contains(status)
+            && (row.getValueString("htmlBody") != null || row.getValueString("textBody") != null));
+      }
+      return (EmailDispatcher.DUE.contains(status));
+   }
+
+   /*******************************************************************************
+    ** Review screen validation without side effects.
+    *******************************************************************************/
+   public static class ActionTransform extends AbstractTransformStep implements ProcessSummaryProviderInterface
+   {
+      private final ArrayList<ProcessSummaryLineInterface> lines = new ArrayList<>();
+
+      /*******************************************************************************
+       ** Filter rows and explain skipped records.
+       *******************************************************************************/
+      @Override
+      public void runOnePage(RunBackendStepInput input, RunBackendStepOutput output) throws QException
+      {
+         for(QRecord row : input.getRecords())
+         {
+            boolean valid = eligible(input.getProcessName(), row);
+            String diagnostic = valid ? "record will be processed" : "record skipped: status or retained content does not permit this action";
+            if(valid && List.of(NEW_VERSION, ACTIVATE_VERSION, APPROVE_PHI).contains(input.getProcessName()))
+            {
+               try
+               {
+                  QRecord template = NEW_VERSION.equals(input.getProcessName()) ? row : EmailStore.get(EmailTables.TEMPLATE, row.getValueInteger("templateId"), null);
+                  com.kingsrook.qbits.email.template.EmailVersions.requireEdit(template, APPROVE_PHI.equals(input.getProcessName()));
+                  if(ACTIVATE_VERSION.equals(input.getProcessName()))
+                  {
+                     com.kingsrook.qbits.email.template.EmailVersions.validate(template, row);
+                  }
+               }
+               catch(IllegalArgumentException e)
+               {
+                  valid = false;
+                  diagnostic = e.getMessage();
+               }
+            }
+            lines.add(new ProcessSummaryLine(valid ? Status.OK : Status.INFO, 1, diagnostic));
+            if(valid)
+            {
+               output.getRecords().add(row);
+            }
+         }
+      }
+
+      /*******************************************************************************
+       ** Review lines.
+       *******************************************************************************/
+      @Override
+      public ArrayList<ProcessSummaryLineInterface> getProcessSummary(RunBackendStepOutput output, boolean result)
+      {
+         return (lines);
+      }
+   }
+
+   /*******************************************************************************
+    ** Execute only after review; re-read rows to avoid stale actions.
+    *******************************************************************************/
+   public static class ActionLoad extends AbstractLoadStep implements ProcessSummaryProviderInterface
+   {
+      private final ArrayList<ProcessSummaryLineInterface> lines = new ArrayList<>();
+
+      /*******************************************************************************
+       ** Perform and report one selected row at a time.
+       *******************************************************************************/
+      @Override
+      public void runOnePage(RunBackendStepInput input, RunBackendStepOutput output) throws QException
+      {
+         String process = input.getProcessName();
+         for(QRecord row : input.getRecords())
+         {
+            Integer id = row.getValueInteger("id");
+            QRecord current = EmailStore.get(NEW_VERSION.equals(process) ? EmailTables.TEMPLATE : List.of(ACTIVATE_VERSION, APPROVE_PHI).contains(process) ? EmailTables.VERSION
+               : REPROCESS.equals(process) ? EmailTables.INBOX : SEND_TEST.equals(process) ? EmailTables.PROVIDER : EmailTables.MESSAGE, id, null);
+            String result = "Skipped";
+            if(current != null && eligible(process, current))
+            {
+               result = switch(process)
+               {
+                  case NEW_VERSION -> "Created DRAFT " + com.kingsrook.qbits.email.template.EmailVersions.newVersion(id).getValueInteger("versionNumber");
+                  case ACTIVATE_VERSION ->
+                  {
+                     com.kingsrook.qbits.email.template.EmailVersions.activate(id);
+                     yield "ACTIVE";
+                  }
+                  case APPROVE_PHI ->
+                  {
+                     com.kingsrook.qbits.email.template.EmailVersions.approve(id);
+                     yield "Approved for PHI";
+                  }
+                  case REPROCESS -> com.kingsrook.qbits.email.tracking.EmailInboxProcessor.reprocess(id) ? "PENDING" : "Skipped";
+                  case SEND_NOW -> new EmailDispatcher().sendNow(id).name();
+                  case CANCEL -> cancel(id) ? "CANCELLED" : "Skipped";
+                  case RESEND -> resend(current).status().name();
+                  case SEND_TEST -> sendTest(current, input.getValueString("toAddress"), input.getValueInteger("fromAddressId"));
+                  default -> "Skipped";
+               };
+            }
+            lines.add(new ProcessSummaryLine(Status.INFO, 1, "record: " + result));
+            output.getRecords().add(row);
+         }
+      }
+
+      /*******************************************************************************
+       ** Result screen lines.
+       *******************************************************************************/
+      @Override
+      public ArrayList<ProcessSummaryLineInterface> getProcessSummary(RunBackendStepOutput output, boolean result)
+      {
+         return (lines);
+      }
+   }
+
+   /*******************************************************************************
+    ** Cancel under the same database gate as claims.
+    *******************************************************************************/
+   public static boolean cancel(Integer id) throws QException
+   {
+      QRecord row = EmailStore.get(EmailTables.MESSAGE, id, null);
+      if(row == null)
+      {
+         return (false);
+      }
+      try(QBackendTransaction tx = QBackendTransaction.openFor(new UpdateInput(EmailTables.PROVIDER)))
+      {
+         EmailStore.lockProvider(row.getValueInteger("providerId"), tx);
+         row = EmailStore.get(EmailTables.MESSAGE, id, tx);
+         if(!EmailDispatcher.DUE.contains(row.getValueString("status")))
+         {
+            return (false);
+         }
+         EmailStore.update(EmailTables.MESSAGE, new QRecord().withValue("id", id).withValue("status", "CANCELLED").withValue("finishedDate", EmailRuntime.clock().instant()).withValue("nextAttemptDate", null), tx);
+         tx.commit();
+         return (true);
+      }
+   }
+
+   /*******************************************************************************
+    ** A fresh, linked message through suppression and provider validation again.
+    *******************************************************************************/
+   private static EmailSendResult resend(QRecord row) throws QException
+   {
+      return (EmailService.resend(row.getValueInteger("id")));
+   }
+
+   /*******************************************************************************
+    ** Queue and dispatch a fixed provider test message.
+    *******************************************************************************/
+   private static String sendTest(QRecord provider, String to, Integer fromAddressId) throws QException
+   {
+      if(to == null)
+      {
+         return ("REFUSED: a to address is required");
+      }
+      EmailSendResult result = EmailService.send(new EmailRequest().withProviderName(provider.getValueString("name")).withTo(to).withFromAddressId(fromAddressId)
+         .withSubject("Email delivery test").withMarkdownBody("This is a test of your email provider.").withSender("email", SEND_TEST));
+      return (result.status() == EmailSendResult.Status.QUEUED ? new EmailDispatcher().sendNow(result.messageId()).name() : result.status().name());
+   }
+
+   /*******************************************************************************
+    ** Seeds the from address possible-value filter: a record action's form has no
+    ** record id, so a single selected provider id becomes a process value that the
+    ** filter reads after the form's own ${input.id}.
+    *******************************************************************************/
+   public static class SendTestPrepareStep implements BackendStep
+   {
+      /*******************************************************************************
+       ** Expose the selected provider id when exactly one provider is selected.
+       *******************************************************************************/
+      @Override
+      public void run(RunBackendStepInput input, RunBackendStepOutput output) throws QException
+      {
+         String ids = input.getValueString("recordIds");
+         if(ids != null && !ids.contains(","))
+         {
+            try
+            {
+               output.addValue(PROVIDER_FILTER_VALUE, Integer.valueOf(ids.trim()));
+            }
+            catch(NumberFormatException e)
+            {
+               // Not a single id: the filter stays open and the review step still validates the selection.
+            }
+         }
+      }
+   }
+
+   /*******************************************************************************
+    ** Backend sending API with inputs declared as QQQ fields.
+    *******************************************************************************/
+   public static class SendStep implements BackendStep
+   {
+      /*******************************************************************************
+       ** Map process inputs to the same service API.
+       *******************************************************************************/
+      @Override
+      public void run(RunBackendStepInput input, RunBackendStepOutput output) throws QException
+      {
+         String providerName = input.getValueString("providerName");
+         if(input.getValueInteger("providerId") != null)
+         {
+            QRecord provider = EmailStore.get(EmailTables.PROVIDER, input.getValueInteger("providerId"), null);
+            if(provider == null || providerName != null && !providerName.equals(provider.getValueString("name")))
+            {
+               throw (new QException("providerId does not match an existing provider named providerName"));
+            }
+            providerName = provider.getValueString("name");
+         }
+         EmailRequest request = new EmailRequest().withTemplateName(input.getValueString("templateName")).withFromAddressId(input.getValueInteger("fromAddressId"))
+            .withSubject(input.getValueString("subject")).withMarkdownBody(input.getValueString("markdownBody"))
+            .withHtmlBody(input.getValueString("htmlBody")).withTextBody(input.getValueString("textBody"))
+            .withReplyTo(input.getValueString("replyTo")).withProviderName(providerName)
+            .withBrandName(input.getValueString("brandName")).withIdempotencyKey(input.getValueString("idempotencyKey"))
+            .withLinkedRecord(input.getValueString("linkedTableName"), input.getValueString("linkedRecordId"));
+         if(input.getValueString("to") != null)
+         {
+            request.withTo(input.getValueString("to"));
+         }
+         if(input.getValueString("cc") != null)
+         {
+            request.withCc(input.getValueString("cc"));
+         }
+         if(input.getValueString("bcc") != null)
+         {
+            request.withBcc(input.getValueString("bcc"));
+         }
+         if(input.getValueString("variablesJson") != null)
+         {
+            request.withVariables(com.kingsrook.qbits.email.template.VariableSchema.values(input.getValueString("variablesJson")));
+         }
+         if(input.getValueString("locale") != null)
+         {
+            request.withLocale(input.getValueString("locale"));
+         }
+         if(input.getValueString("recordVariablesJson") != null)
+         {
+            var bindings = com.kingsrook.qbits.email.template.VariableSchema.values(input.getValueString("recordVariablesJson"));
+            for(var binding : bindings.entrySet())
+            {
+               if(!(binding.getValue() instanceof Map<?, ?> ref) || !(ref.get("table") instanceof String table) || !(ref.get("id") instanceof Serializable id))
+               {
+                  throw (new QException("Record variables need table and id"));
+               }
+               request.withRecordVariable(binding.getKey(), table, id);
+            }
+         }
+         if(request.getTemplateName() == null && input.getValueString("category") != null)
+         {
+            try
+            {
+               request.withCategory(EmailCategory.valueOf(input.getValueString("category")));
+            }
+            catch(IllegalArgumentException e)
+            {
+               throw (new QException("Unknown email category"));
+            }
+         }
+         EmailSendResult result = EmailService.send(request);
+         output.addValue("messageId", result.messageId());
+         output.addValue("status", result.status().name());
+         output.addValue("reasons", String.join("; ", result.reasons()));
+      }
+   }
+
+   /*******************************************************************************
+    ** Scheduler entry point.
+    *******************************************************************************/
+   public static class ScheduledStep implements BackendStep
+   {
+      /*******************************************************************************
+       ** Dispatch, recover leases and probe health, or retain final messages.
+       *******************************************************************************/
+      @Override
+      public void run(RunBackendStepInput input, RunBackendStepOutput output) throws QException
+      {
+         switch(input.getProcessName())
+         {
+            case PROCESS_WEBHOOKS -> new com.kingsrook.qbits.email.tracking.EmailInboxProcessor().runOnce();
+            case RETENTION -> retain();
+            case MAINTAIN -> new EmailDispatcher().maintain();
+            default -> new EmailDispatcher().runOnce();
+         }
+      }
+   }
+
+   /*******************************************************************************
+    ** Clear retained bodies and optionally delete final messages and their attempts.
+    ** NOTIFICATION and MARKETING messages are never deleted (their unsubscribe links must
+    ** keep working); at message retention only their bodies and variable snapshot are cleared.
+    *******************************************************************************/
+   public static void retain() throws QException
+   {
+      EmailQBitConfig config = EmailRuntime.config();
+      Instant now = EmailRuntime.clock().instant();
+      for(QRecord row : SystemWrites.query(EmailTables.MESSAGE, new QQueryFilter(new QFilterCriteria("status", QCriteriaOperator.IN, new ArrayList<>(EmailDispatcher.FINAL)))))
+      {
+         Instant finalDate = row.getValueInstant("finishedDate");
+         if(finalDate == null)
+         {
+            finalDate = row.getValueInstant("sentDate");
+         }
+         if(finalDate == null)
+         {
+            finalDate = row.getValueInstant("deadLetterDate");
+         }
+         if(finalDate == null)
+         {
+            finalDate = row.getValueInstant("createDate");
+         }
+         if(finalDate == null)
+         {
+            continue;
+         }
+         boolean expired = config.getMessageRetentionDays() > 0 && finalDate.isBefore(now.minus(Duration.ofDays(config.getMessageRetentionDays())));
+         boolean optOut = List.of("NOTIFICATION", "MARKETING").contains(row.getValueString("category"));
+         if(expired && !optOut)
+         {
+            try(QBackendTransaction transaction = QBackendTransaction.openFor(new UpdateInput(EmailTables.MESSAGE)))
+            {
+               if(row.getValueInteger("providerId") != null)
+               {
+                  com.kingsrook.qbits.email.tracking.EmailTrackingStore.lock(row.getValueInteger("providerId"), transaction);
+               }
+               SystemWrites.delete(EmailTables.EVENT, EmailStore.equal("messageId", row.getValueInteger("id")), transaction);
+               SystemWrites.delete(EmailTables.ATTEMPT, EmailStore.equal("messageId", row.getValueInteger("id")), transaction);
+               SystemWrites.delete(EmailTables.MESSAGE, EmailStore.equal("id", row.getValueInteger("id")), transaction);
+               transaction.commit();
+            }
+         }
+         else if(expired || finalDate.isBefore(now.minus(Duration.ofDays(config.getBodyRetentionDays()))))
+         {
+            // Notification and marketing rows are never deleted, so their unsubscribe links keep working; only content goes.
+            boolean clearSnapshot = expired && row.getValue("variablesSnapshot") != null;
+            if(row.getValue("htmlBody") != null || row.getValue("textBody") != null || clearSnapshot)
+            {
+               QRecord update = new QRecord().withValue("id", row.getValue("id")).withValue("htmlBody", null).withValue("textBody", null);
+               if(clearSnapshot)
+               {
+                  update.withValue("variablesSnapshot", null);
+               }
+               SystemWrites.updateOne(EmailTables.MESSAGE, update);
+            }
+         }
+      }
+   }
+}

src/main/java/com/kingsrook/qbits/email/render/ContrastCheck.java

@@ -0,0 +1,112 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2025.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * 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
+ *
+ *     https://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.email.render;
+
+
+import java.util.Locale;
+import com.kingsrook.qqq.backend.core.model.data.QRecord;
+
+
+/*******************************************************************************
+ ** WCAG relative luminance and AA contrast for both email color schemes.
+ *******************************************************************************/
+public final class ContrastCheck
+{
+   /*******************************************************************************
+    ** Utility class.
+    *******************************************************************************/
+   private ContrastCheck()
+   {
+   }
+
+   /*******************************************************************************
+    ** Check every actual foreground/background pair in the branded shell.
+    *******************************************************************************/
+   public static void validate(QRecord brand)
+   {
+      check("Text on background", color(brand, "textColor"), color(brand, "backgroundColor"), "light");
+      check("Text on background", color(brand, "darkTextColor"), color(brand, "darkBackgroundColor"), "dark");
+      check("Button text on primary", color(brand, "buttonTextColor"), color(brand, "primaryColor"), "light");
+      check("Button text on primary", color(brand, "darkButtonTextColor"), color(brand, "darkPrimaryColor"), "dark");
+   }
+
+   /*******************************************************************************
+    ** Defaults are neutral and accessible; reject anything except hex colors.
+    *******************************************************************************/
+   public static String color(QRecord brand, String field)
+   {
+      String value = brand.getValueString(field);
+      if(value == null || value.isBlank())
+      {
+         value = switch(field)
+         {
+            case "backgroundColor", "buttonTextColor", "darkTextColor" -> "#ffffff";
+            case "primaryColor" -> "#2459a6";
+            case "darkPrimaryColor" -> color(brand, "primaryColor");
+            case "darkButtonTextColor" -> ratio(color(brand, "buttonTextColor"), color(brand, "darkPrimaryColor")) >= 4.5
+               ? color(brand, "buttonTextColor") : ratio("#000000", color(brand, "darkPrimaryColor")) >= 4.5 ? "#000000" : "#ffffff";
+            default -> "#171717";
+         };
+      }
+      if(!value.matches("#[0-9a-fA-F]{6}"))
+      {
+         throw (new IllegalArgumentException("Brand colors must use six-digit hex values"));
+      }
+      return (value);
+   }
+
+   /*******************************************************************************
+    ** Contrast is independent of which color is lighter.
+    *******************************************************************************/
+   public static double ratio(String first, String second)
+   {
+      double a = luminance(first);
+      double b = luminance(second);
+      return ((Math.max(a, b) + 0.05) / (Math.min(a, b) + 0.05));
+   }
+
+   /*******************************************************************************
+    ** sRGB linearization and weighted luminance.
+    *******************************************************************************/
+   private static double luminance(String color)
+   {
+      double[] weights = {0.2126, 0.7152, 0.0722};
+      double result = 0;
+      for(int i = 0; i < 3; i++)
+      {
+         double channel = Integer.parseInt(color.substring(1 + i * 2, 3 + i * 2), 16) / 255.0;
+         result += weights[i] * (channel <= 0.04045 ? channel / 12.92 : Math.pow((channel + 0.055) / 1.055, 2.4));
+      }
+      return (result);
+   }
+
+   /*******************************************************************************
+    ** Author-facing refusal explains the failing scheme and threshold.
+    *******************************************************************************/
+   private static void check(String label, String foreground, String background, String scheme)
+   {
+      double ratio = ratio(foreground, background);
+      if(ratio < 4.5)
+      {
+         throw (new IllegalArgumentException(String.format(Locale.ROOT, "%s is %.1f:1 in %s mode; it needs 4.5:1", label, ratio, scheme)));
+      }
+   }
+}

src/main/java/com/kingsrook/qbits/email/render/EmailBrands.java

@@ -0,0 +1,156 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2025.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * 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
+ *
+ *     https://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.email.render;
+
+
+import java.util.List;
+import com.kingsrook.qbits.email.EmailRuntime;
+import com.kingsrook.qbits.email.metadata.EmailTables;
+import com.kingsrook.qbits.email.support.EmailStore;
+import com.kingsrook.qbits.email.support.SystemWrites;
+import com.kingsrook.qbits.email.template.VariableSchema;
+import com.kingsrook.qqq.backend.core.exceptions.QException;
+import com.kingsrook.qqq.backend.core.model.data.QRecord;
+
+
+/*******************************************************************************
+ ** Brand selection shared by sends, activation and previews.
+ *******************************************************************************/
+public final class EmailBrands
+{
+   /*******************************************************************************
+    ** Utility class.
+    *******************************************************************************/
+   private EmailBrands()
+   {
+   }
+
+   /*******************************************************************************
+    ** Explicit request, template, app brand, default brand, then neutral.
+    *******************************************************************************/
+   public static QRecord resolve(String requested, QRecord template) throws QException
+   {
+      if(requested != null)
+      {
+         List<QRecord> rows = SystemWrites.query(EmailTables.BRAND, EmailStore.equal("name", requested));
+         if(rows.isEmpty())
+         {
+            throw (new IllegalArgumentException("Unknown email brand"));
+         }
+         return (rows.getFirst());
+      }
+      if(template != null && template.getValueInteger("brandId") != null)
+      {
+         QRecord brand = EmailStore.get(EmailTables.BRAND, template.getValueInteger("brandId"), null);
+         if(brand == null)
+         {
+            throw (new IllegalArgumentException("Template brand is missing"));
+         }
+         return (brand);
+      }
+      List<QRecord> brands = SystemWrites.query(EmailTables.BRAND, EmailStore.equal("appName", EmailRuntime.config().getAppName()));
+      if(brands.isEmpty())
+      {
+         brands = SystemWrites.query(EmailTables.BRAND, EmailStore.equal("isDefault", true));
+      }
+      if(brands.size() > 1)
+      {
+         throw (new IllegalArgumentException("More than one default email brand matches"));
+      }
+      return (brands.isEmpty() ? new QRecord().withValue("label", EmailRuntime.config().getAppLabel()).withValue("name", "neutral") : brands.getFirst());
+   }
+
+   /*******************************************************************************
+    ** Refuse unsafe URLs and inaccessible colors before a brand is saved.
+    *******************************************************************************/
+   public static void validate(QRecord brand)
+   {
+      ContrastCheck.validate(brand);
+      for(String field : List.of("logoUrl", "logoDarkUrl", "siteUrl"))
+      {
+         String value = brand.getValueString(field);
+         if(value != null && !value.isBlank())
+         {
+            VariableSchema.url(value);
+            if(!"siteUrl".equals(field))
+            {
+               https(value);
+            }
+         }
+      }
+      social(brand);
+   }
+
+   /*******************************************************************************
+    ** Parse the small social-link list with strict web URLs.
+    *******************************************************************************/
+   public static List<java.util.Map<String, String>> social(QRecord brand)
+   {
+      try
+      {
+         String json = brand.getValueString("socialLinks");
+         if(json == null || json.isBlank())
+         {
+            return (List.of());
+         }
+         var links = new com.fasterxml.jackson.databind.ObjectMapper().readValue(json,
+            new com.fasterxml.jackson.core.type.TypeReference<List<java.util.Map<String, String>>>() {});
+         links.forEach(link -> https(link.get("url")));
+         return (links);
+      }
+      catch(Exception e)
+      {
+         throw (new IllegalArgumentException("Social links need labels and https URLs"));
+      }
+   }
+
+   /*******************************************************************************
+    ** Logos and social destinations require HTTPS at the save boundary.
+    *******************************************************************************/
+   private static void https(String value)
+   {
+      VariableSchema.url(value);
+      if(!"https".equalsIgnoreCase(java.net.URI.create(value).getScheme()))
+      {
+         throw (new IllegalArgumentException("Brand logo and social URLs must use https"));
+      }
+   }
+
+   /*******************************************************************************
+    ** Approved messages restrict every image to the brand site or an explicit host.
+    *******************************************************************************/
+   public static boolean allowedImage(String value, QRecord brand)
+   {
+      try
+      {
+         https(value);
+         String host = java.net.URI.create(value).getHost();
+         String site = brand.getValueString("siteUrl");
+         return (EmailRuntime.config().getAllowedImageHosts().contains(host.toLowerCase(java.util.Locale.ROOT))
+            || site != null && host.equalsIgnoreCase(java.net.URI.create(site).getHost()));
+      }
+      catch(IllegalArgumentException e)
+      {
+         return (false);
+      }
+   }
+
+}

src/main/java/com/kingsrook/qbits/email/render/EmailLayout.java

@@ -0,0 +1,135 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2025.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * 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
+ *
+ *     https://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.email.render;
+
+
+import com.kingsrook.qbits.email.outbox.EmailCategory;
+import com.kingsrook.qbits.email.template.EmailTemplateEngine;
+import com.kingsrook.qbits.email.template.VariableSchema;
+import com.kingsrook.qqq.backend.core.model.data.QRecord;
+
+
+/*******************************************************************************
+ ** Single-column, 600px email shell with inline fallbacks and dark-mode hooks.
+ *******************************************************************************/
+public final class EmailLayout
+{
+   /*******************************************************************************
+    ** Utility class.
+    *******************************************************************************/
+   private EmailLayout()
+   {
+   }
+
+   /*******************************************************************************
+    ** Render both schemes from the same validated brand.
+    *******************************************************************************/
+   public static String render(String body, String preheader, QRecord brand, EmailCategory category, String unsubscribe)
+   {
+      EmailBrands.validate(brand);
+      String dark = ".email-shell,.email-content{background-color:" + ContrastCheck.color(brand, "darkBackgroundColor")
+         + "!important;color:" + ContrastCheck.color(brand, "darkTextColor") + "!important}.email-button{background-color:"
+         + ContrastCheck.color(brand, "darkPrimaryColor") + "!important}.email-button a{color:" + ContrastCheck.color(brand, "darkButtonTextColor")
+         + "!important}.email-logo-light{display:none!important}.email-logo-dark{display:block!important}";
+      String outlook = "[data-ogsc] .email-content,[data-ogsc] .email-shell,[data-ogsb] .email-content,[data-ogsb] .email-shell{background-color:" + ContrastCheck.color(brand, "darkBackgroundColor")
+         + "!important;color:" + ContrastCheck.color(brand, "darkTextColor") + "!important}[data-ogsc] .email-button,[data-ogsb] .email-button{background-color:"
+         + ContrastCheck.color(brand, "darkPrimaryColor") + "!important}[data-ogsc] .email-button a,[data-ogsb] .email-button a{color:" + ContrastCheck.color(brand, "darkButtonTextColor")
+         + "!important}[data-ogsc] .email-logo-light,[data-ogsb] .email-logo-light{display:none!important}[data-ogsc] .email-logo-dark,[data-ogsb] .email-logo-dark{display:block!important}";
+      return ("<!doctype html><html><head><meta charset=\"utf-8\"><meta name=\"viewport\" content=\"width=device-width,initial-scale=1\">"
+         + "<meta name=\"color-scheme\" content=\"light dark\"><meta name=\"supported-color-schemes\" content=\"light dark\">"
+         + "<style>:root{color-scheme:light dark;supported-color-schemes:light dark}@media(max-width:640px){.email-content{padding:16px!important;width:100%!important}}"
+         + "@media(prefers-color-scheme:dark){" + dark + "}" + outlook + "</style></head><body class=\"email-shell\" style=\"margin:0;padding:0;background-color:"
+         + ContrastCheck.color(brand, "backgroundColor") + ";color:" + ContrastCheck.color(brand, "textColor") + "\">"
+         + "<div style=\"display:none;max-height:0;overflow:hidden;opacity:0;mso-hide:all\">" + EmailTemplateEngine.escape(preheader) + "</div>"
+         + "<table role=\"presentation\" width=\"100%\" cellspacing=\"0\" cellpadding=\"0\"><tr><td align=\"center\">"
+         + "<!--[if mso]><table role=\"presentation\" width=\"600\"><tr><td><![endif]-->"
+         + "<table role=\"presentation\" width=\"100%\" cellspacing=\"0\" cellpadding=\"0\" style=\"max-width:600px;table-layout:fixed\"><tr>"
+         + "<td class=\"email-content\" style=\"padding:24px;font-family:Arial,sans-serif;line-height:1.6;overflow-wrap:anywhere;word-break:break-word;background-color:"
+         + ContrastCheck.color(brand, "backgroundColor") + ";color:" + ContrastCheck.color(brand, "textColor") + "\">" + logos(brand)
+         + body + footer(brand, category, unsubscribe) + "</td></tr></table><!--[if mso]></td></tr></table><![endif]--></td></tr></table></body></html>");
+   }
+
+   /*******************************************************************************
+    ** Logo alternatives, with dimensions that never force horizontal overflow.
+    *******************************************************************************/
+   private static String logos(QRecord brand)
+   {
+      String light = brand.getValueString("logoUrl");
+      if(light == null || light.isBlank())
+      {
+         return ("<p><strong>" + EmailTemplateEngine.escape(brand.getValueString("label")) + "</strong></p>");
+      }
+      String dark = brand.getValueString("logoDarkUrl");
+      return (logo(light, brand.getValueString("logoAlt"), dark == null ? "" : "email-logo-light", "block")
+         + (dark == null ? "" : logo(dark, brand.getValueString("logoAlt"), "email-logo-dark", "none")));
+   }
+
+   /*******************************************************************************
+    ** Escaped logo element.
+    *******************************************************************************/
+   private static String logo(String url, String alt, String css, String display)
+   {
+      return ("<img class=\"" + css + "\" src=\"" + EmailTemplateEngine.escape(VariableSchema.url(url)) + "\" alt=\""
+         + EmailTemplateEngine.escape(alt) + "\" width=\"180\" style=\"display:" + display + ";max-width:100%;height:auto\">");
+   }
+
+   /*******************************************************************************
+    ** Category-specific footer, including postal address for marketing.
+    *******************************************************************************/
+   public static String footer(QRecord brand, EmailCategory category, String unsubscribe)
+   {
+      StringBuilder footer = new StringBuilder("<footer style=\"margin-top:24px;font-size:12px;overflow-wrap:anywhere\">");
+      footer.append(EmailMarkdown.render(brand.getValueString("footerMarkdown"), brand));
+      if(category == EmailCategory.MARKETING)
+      {
+         String address = brand.getValueString("postalAddress");
+         if(address == null || address.isBlank())
+         {
+            throw (new IllegalArgumentException("Marketing email needs a brand postal address"));
+         }
+         footer.append("<p>").append(EmailTemplateEngine.escape(address)).append("</p>");
+      }
+      for(var link : EmailBrands.social(brand))
+      {
+         footer.append("<a style=\"color:inherit\" href=\"").append(EmailTemplateEngine.escape(link.get("url"))).append("\">")
+            .append(EmailTemplateEngine.escape(link.get("label"))).append("</a> ");
+      }
+      if((category == EmailCategory.NOTIFICATION || category == EmailCategory.MARKETING) && unsubscribe != null && !unsubscribe.isBlank())
+      {
+         footer.append("<p><a style=\"color:inherit\" href=\"").append(EmailTemplateEngine.escape(unsubscribe)).append("\">Unsubscribe</a></p>");
+      }
+      return (footer.append("</footer>").toString());
+   }
+
+   /*******************************************************************************
+    ** HTML and compiled MJML retain their shell; append opt-out before body end.
+    *******************************************************************************/
+   public static String appendFooter(String html, QRecord brand, EmailCategory category, String unsubscribe)
+   {
+      if(category != EmailCategory.NOTIFICATION && category != EmailCategory.MARKETING)
+      {
+         return (html);
+      }
+      String footer = footer(brand, category, unsubscribe);
+      java.util.regex.Matcher end = java.util.regex.Pattern.compile("</body\\s*>", java.util.regex.Pattern.CASE_INSENSITIVE).matcher(html);
+      return (end.find() ? html.substring(0, end.start()) + footer + html.substring(end.start()) : html + footer);
+   }
+}

src/main/java/com/kingsrook/qbits/email/render/EmailMarkdown.java

@@ -0,0 +1,71 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2025.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * 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
+ *
+ *     https://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.email.render;
+
+
+import java.util.List;
+import java.util.regex.Matcher;
+import java.util.regex.Pattern;
+import com.kingsrook.qqq.backend.core.model.data.QRecord;
+import org.commonmark.ext.autolink.AutolinkExtension;
+import org.commonmark.ext.gfm.tables.TablesExtension;
+import org.commonmark.parser.Parser;
+import org.commonmark.renderer.html.HtmlRenderer;
+
+
+/*******************************************************************************
+ ** CommonMark with GFM tables, autolinks and a constrained button attribute.
+ *******************************************************************************/
+public final class EmailMarkdown
+{
+   /*******************************************************************************
+    ** Utility class.
+    *******************************************************************************/
+   private EmailMarkdown()
+   {
+   }
+
+   /*******************************************************************************
+    ** Raw HTML is escaped and URLs sanitized before adding table buttons.
+    *******************************************************************************/
+   public static String render(String markdown, QRecord brand)
+   {
+      var extensions = List.of(TablesExtension.create(), AutolinkExtension.create());
+      String html = HtmlRenderer.builder().escapeHtml(true).sanitizeUrls(true).extensions(extensions).build()
+         .render(Parser.builder().extensions(extensions).build().parse(markdown == null ? "" : markdown))
+         .replace("<a ", "<a style=\"color:inherit;text-decoration:underline\" ");
+      Matcher links = Pattern.compile("<a[^>]* href=\"([^\"]*)\"[^>]*>((?:(?!</?a\\b)[^\\r\\n])*)</a>\\{\\.button}").matcher(html);
+      StringBuilder result = new StringBuilder();
+      while(links.find())
+      {
+         String button = "<table role=\"presentation\" cellspacing=\"0\" cellpadding=\"0\"><tr><td class=\"email-button\" bgcolor=\""
+            + ContrastCheck.color(brand, "primaryColor") + "\" style=\"border-radius:4px;padding:12px 20px;background-color:"
+            + ContrastCheck.color(brand, "primaryColor") + "\"><a href=\"" + links.group(1) + "\" style=\"display:inline-block;text-decoration:none;color:"
+            + ContrastCheck.color(brand, "buttonTextColor") + ";font-weight:bold\">" + links.group(2) + "</a></td></tr></table>";
+         links.appendReplacement(result, Matcher.quoteReplacement(button));
+      }
+      links.appendTail(result);
+      return (result.toString().replace("<p><table", "<table").replace("</table></p>", "</table>").replace("<table>", "<table style=\"width:100%;table-layout:fixed;border-collapse:collapse\">")
+         .replace("<td>", "<td style=\"padding:6px;border:1px solid #888;overflow-wrap:anywhere\">")
+         .replace("<th>", "<th style=\"padding:6px;border:1px solid #888;overflow-wrap:anywhere\">")
+         .replace("<img ", "<img style=\"max-width:100%;height:auto\" ").replace("<pre>", "<pre style=\"white-space:pre-wrap;overflow-wrap:anywhere\">"));
+   }
+}

src/main/java/com/kingsrook/qbits/email/render/EmailUnsubscribeLinks.java

@@ -0,0 +1,150 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2025.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * 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
+ *
+ *     https://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.email.render;
+
+
+import javax.crypto.Mac;
+import javax.crypto.spec.SecretKeySpec;
+import java.nio.charset.StandardCharsets;
+import java.security.MessageDigest;
+import java.util.Base64;
+import java.util.HexFormat;
+import java.util.Locale;
+import java.util.Map;
+import com.kingsrook.qbits.email.EmailRuntime;
+import com.kingsrook.qbits.email.template.VariableSchema;
+import jakarta.mail.internet.InternetAddress;
+
+
+/*******************************************************************************
+ ** Queue-time link signing and verification from DESIGN 8.2.
+ *******************************************************************************/
+public final class EmailUnsubscribeLinks
+{
+   /*******************************************************************************
+    ** Utility class.
+    *******************************************************************************/
+   private EmailUnsubscribeLinks()
+   {
+   }
+
+   /*******************************************************************************
+    ** Bind the message, single mailbox hash and category without exposing PII.
+    ** No key means no link/header; marketing must refuse rather than omit opt-out.
+    *******************************************************************************/
+   public static String create(String messageId, String recipient, String category)
+   {
+      if(!"NOTIFICATION".equals(category) && !"MARKETING".equals(category))
+      {
+         return (null);
+      }
+      String key;
+      try
+      {
+         key = EmailRuntime.config().getSecretResolver().apply("QQQ_EMAIL_UNSUBSCRIBE_KEY");
+      }
+      catch(Exception e)
+      {
+         throw (new IllegalArgumentException("Opt-out email needs publicBaseUrl and QQQ_EMAIL_UNSUBSCRIBE_KEY"));
+      }
+      String base = EmailRuntime.config().getPublicBaseUrl();
+      if(key == null || key.isBlank() || base == null || base.isBlank())
+      {
+         if("MARKETING".equals(category))
+         {
+            throw (new IllegalArgumentException("Opt-out email needs publicBaseUrl and QQQ_EMAIL_UNSUBSCRIBE_KEY"));
+         }
+         return (null);
+      }
+      String address = recipient(recipient, null, null);
+      try
+      {
+         VariableSchema.url(base);
+         String hash = HexFormat.of().formatHex(MessageDigest.getInstance("SHA-256").digest(address.getBytes(StandardCharsets.UTF_8)));
+         String payload = Base64.getUrlEncoder().withoutPadding().encodeToString(VariableSchema.json(Map.of("messageId", messageId, "addressHash", hash, "category", category)).getBytes(StandardCharsets.UTF_8));
+         Mac mac = Mac.getInstance("HmacSHA256");
+         mac.init(new SecretKeySpec(key.getBytes(StandardCharsets.UTF_8), "HmacSHA256"));
+         String signed = "v1." + payload;
+         String signature = Base64.getUrlEncoder().withoutPadding().encodeToString(mac.doFinal(signed.getBytes(StandardCharsets.UTF_8)));
+         return (base.replaceAll("/+$", "") + EmailRuntime.config().getWebhookBasePath() + "/unsubscribe/" + signed + "." + signature);
+      }
+      catch(Exception e)
+      {
+         throw (new IllegalArgumentException("Opt-out email needs publicBaseUrl and QQQ_EMAIL_UNSUBSCRIBE_KEY"));
+      }
+   }
+
+   /*******************************************************************************
+    ** Exactly one To mailbox, canonicalized for signing and category suppression.
+    *******************************************************************************/
+   public static String recipient(String to, String cc, String bcc)
+   {
+      try
+      {
+         InternetAddress[] addresses = InternetAddress.parse(to == null ? "" : to, true);
+         if(addresses.length == 1 && !addresses[0].isGroup() && addresses[0].getAddress().contains("@")
+            && (cc == null || cc.isBlank()) && (bcc == null || bcc.isBlank()))
+         {
+            addresses[0].validate();
+            return (addresses[0].getAddress().toLowerCase(Locale.ROOT));
+         }
+      }
+      catch(jakarta.mail.internet.AddressException e)
+      {
+         // Malformed stored envelopes cannot authorize an opt-out.
+      }
+      throw (new IllegalArgumentException("Notification and marketing email with an unsubscribe link goes to one recipient per message; send one message per recipient."));
+   }
+
+   /*******************************************************************************
+    ** Verify the signed format before any lookup or side effect.
+    ** Invalid and non-opt-out categories are indistinguishable to callers.
+    *******************************************************************************/
+   public static org.json.JSONObject verify(String token)
+   {
+      try
+      {
+         if(token == null || token.length() > 4096)
+         {
+            return (null);
+         }
+         String[] parts = token.split("\\.", -1);
+         String key = EmailRuntime.config().getSecretResolver().apply("QQQ_EMAIL_UNSUBSCRIBE_KEY");
+         if(parts.length != 3 || !"v1".equals(parts[0]) || key == null || key.isBlank())
+         {
+            return (null);
+         }
+         Mac mac = Mac.getInstance("HmacSHA256");
+         mac.init(new SecretKeySpec(key.getBytes(StandardCharsets.UTF_8), "HmacSHA256"));
+         if(!MessageDigest.isEqual(mac.doFinal((parts[0] + "." + parts[1]).getBytes(StandardCharsets.UTF_8)), Base64.getUrlDecoder().decode(parts[2])))
+         {
+            return (null);
+         }
+         var payload = new org.json.JSONObject(new String(Base64.getUrlDecoder().decode(parts[1]), StandardCharsets.UTF_8));
+         String category = payload.getString("category");
+         return (("MARKETING".equals(category) || "NOTIFICATION".equals(category)) ? payload : null);
+      }
+      catch(Exception e)
+      {
+         return (null);
+      }
+   }
+}

src/main/java/com/kingsrook/qbits/email/render/HtmlToText.java

@@ -0,0 +1,132 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2025.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * 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
+ *
+ *     https://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.email.render;
+
+
+import javax.swing.text.MutableAttributeSet;
+import javax.swing.text.html.HTML;
+import javax.swing.text.html.HTMLEditorKit;
+import javax.swing.text.html.parser.ParserDelegator;
+import java.io.StringReader;
+
+
+/*******************************************************************************
+ ** HTML to readable text using the JDK parser (including entity decoding).
+ *******************************************************************************/
+public final class HtmlToText
+{
+   /*******************************************************************************
+    ** Utility class.
+    *******************************************************************************/
+   private HtmlToText()
+   {
+   }
+
+   /*******************************************************************************
+    ** Keep links, headings, lists and table rows; omit scripts and styles.
+    *******************************************************************************/
+   public static String convert(String html)
+   {
+      StringBuilder text = new StringBuilder();
+      try
+      {
+         new ParserDelegator().parse(new StringReader(html == null ? "" : html), new HTMLEditorKit.ParserCallback()
+         {
+            private int hidden;
+            private String href;
+
+            /*******************************************************************************
+             ** Start readable block boundaries and remember link destinations.
+             *******************************************************************************/
+            @Override
+            public void handleStartTag(HTML.Tag tag, MutableAttributeSet attributes, int position)
+            {
+               if(tag == HTML.Tag.STYLE || tag == HTML.Tag.SCRIPT || tag == HTML.Tag.HEAD)
+               {
+                  hidden++;
+               }
+               if(tag == HTML.Tag.A)
+               {
+                  href = (String) attributes.getAttribute(HTML.Attribute.HREF);
+               }
+               if(tag == HTML.Tag.LI)
+               {
+                  text.append("\n- ");
+               }
+               if(tag == HTML.Tag.TD || tag == HTML.Tag.TH)
+               {
+                  text.append(" ");
+               }
+            }
+
+            /*******************************************************************************
+             ** Add link destinations and block separators.
+             *******************************************************************************/
+            @Override
+            public void handleEndTag(HTML.Tag tag, int position)
+            {
+               if(tag == HTML.Tag.STYLE || tag == HTML.Tag.SCRIPT || tag == HTML.Tag.HEAD)
+               {
+                  hidden = Math.max(0, hidden - 1);
+               }
+               if(tag == HTML.Tag.A && href != null)
+               {
+                  text.append(" (").append(href).append(')');
+                  href = null;
+               }
+               if(tag.isBlock())
+               {
+                  text.append('\n');
+               }
+            }
+
+            /*******************************************************************************
+             ** Line breaks remain line breaks.
+             *******************************************************************************/
+            @Override
+            public void handleSimpleTag(HTML.Tag tag, MutableAttributeSet attributes, int position)
+            {
+               if(tag == HTML.Tag.BR)
+               {
+                  text.append('\n');
+               }
+            }
+
+            /*******************************************************************************
+             ** Parser-decoded text, excluding executable and metadata content.
+             *******************************************************************************/
+            @Override
+            public void handleText(char[] data, int position)
+            {
+               if(hidden == 0)
+               {
+                  text.append(data);
+               }
+            }
+         }, true);
+      }
+      catch(java.io.IOException e)
+      {
+         throw (new IllegalArgumentException("Could not convert email HTML"));
+      }
+      return (text.toString().replaceAll("[ \\t]+", " ").replaceAll(" *\\n *", "\n").replaceAll("\\n{3,}", "\n\n").strip());
+   }
+}

src/main/java/com/kingsrook/qbits/email/support/EmailApiMapper.java

@@ -0,0 +1,117 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2025.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * 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
+ *
+ *     https://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.email.support;
+
+
+import com.kingsrook.qbits.email.api.EmailApiRequest;
+import com.kingsrook.qbits.email.api.EmailApiResult;
+import com.kingsrook.qbits.email.api.EmailApiStatus;
+import com.kingsrook.qbits.email.api.EmailApiTemplate;
+import com.kingsrook.qbits.email.outbox.EmailCategory;
+import com.kingsrook.qbits.email.outbox.EmailRequest;
+import com.kingsrook.qbits.email.outbox.EmailSendResult;
+import com.kingsrook.qbits.email.template.EmailTemplateDefinition;
+
+
+/*******************************************************************************
+ ** Internal adapter between the stable contract and the implementation.
+ *******************************************************************************/
+public final class EmailApiMapper
+{
+   /*******************************************************************************
+    ** Utility class.
+    *******************************************************************************/
+   private EmailApiMapper()
+   {
+   }
+
+
+
+   /*******************************************************************************
+    ** Map every published request field without bypassing send validation.
+    *******************************************************************************/
+   public static EmailRequest request(EmailApiRequest request)
+   {
+      if(request == null)
+      {
+         return (null);
+      }
+      EmailRequest mapped = new EmailRequest()
+         .withTo(request.getTo())
+         .withCc(request.getCc())
+         .withBcc(request.getBcc())
+         .withFrom(request.getFrom())
+         .withFromAddressId(request.getFromAddressId())
+         .withReplyTo(request.getReplyTo())
+         .withSubject(request.getSubject())
+         .withMarkdownBody(request.getMarkdownBody())
+         .withHtmlBody(request.getHtmlBody())
+         .withTextBody(request.getTextBody())
+         .withProviderName(request.getProviderName())
+         .withTemplateName(request.getTemplateName())
+         .withBrandName(request.getBrandName())
+         .withLocale(request.getLocale())
+         .withIdempotencyKey(request.getIdempotencyKey())
+         .withTransaction(request.getTransaction(), request.getTransactionBackendName())
+         .withSendAfter(request.getSendAfter())
+         .withLinkedTableName(request.getLinkedTableName())
+         .withLinkedRecordId(request.getLinkedRecordId())
+         .withSenderQbit(request.getSenderQbit())
+         .withSenderProcess(request.getSenderProcess())
+         .withVariables(request.getVariables())
+         .withCategory(request.getCategory() == null ? null : EmailCategory.valueOf(request.getCategory().name()));
+      request.getRecordVariables().forEach((name, reference) -> mapped.withRecordVariable(name, reference.table(), reference.id()));
+      return (mapped);
+   }
+
+
+
+   /*******************************************************************************
+    ** Map the complete create-once template contract.
+    *******************************************************************************/
+   public static EmailTemplateDefinition template(EmailApiTemplate template)
+   {
+      EmailTemplateDefinition mapped = new EmailTemplateDefinition()
+         .withName(template.getName())
+         .withLabel(template.getLabel())
+         .withKind(template.getKind())
+         .withSubject(template.getSubject())
+         .withBody(template.getBody())
+         .withTextBody(template.getTextBody())
+         .withVariablesSchema(template.getVariablesSchema())
+         .withSampleVariables(template.getSampleVariables())
+         .withOwnerQbit(template.getOwnerQbit())
+         .withEditPermissionName(template.getEditPermissionName())
+         .withCategory(template.getCategory() == null ? null : EmailCategory.valueOf(template.getCategory().name()));
+      template.getVariables().forEach(variable -> mapped.withVariable(variable.name(), variable.label(), variable.type(), variable.required(), variable.classification()));
+      return (mapped);
+   }
+
+
+
+   /*******************************************************************************
+    ** Map enqueue outcomes by their stable names.
+    *******************************************************************************/
+   public static EmailApiResult result(EmailSendResult result)
+   {
+      return (new EmailApiResult(result.messageId(), EmailApiStatus.valueOf(result.status().name()), result.reasons()));
+   }
+}

src/main/java/com/kingsrook/qbits/email/support/EmailStore.java

@@ -0,0 +1,88 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2025.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * 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
+ *
+ *     https://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.email.support;
+
+
+import java.io.Serializable;
+import java.util.List;
+import com.kingsrook.qbits.email.metadata.EmailTables;
+import com.kingsrook.qqq.backend.core.actions.QBackendTransaction;
+import com.kingsrook.qqq.backend.core.exceptions.QException;
+import com.kingsrook.qqq.backend.core.model.actions.tables.query.QCriteriaOperator;
+import com.kingsrook.qqq.backend.core.model.actions.tables.query.QFilterCriteria;
+import com.kingsrook.qqq.backend.core.model.actions.tables.query.QQueryFilter;
+import com.kingsrook.qqq.backend.core.model.data.QRecord;
+
+
+/*******************************************************************************
+ ** Small database helpers shared by dispatcher and actions.
+ *******************************************************************************/
+public final class EmailStore
+{
+   /*******************************************************************************
+    ** Utility class.
+    *******************************************************************************/
+   private EmailStore()
+   {
+   }
+
+   /*******************************************************************************
+    ** Equality filter.
+    *******************************************************************************/
+   public static QQueryFilter equal(String field, Serializable value)
+   {
+      return (new QQueryFilter(new QFilterCriteria(field, QCriteriaOperator.EQUALS, value)));
+   }
+
+   /*******************************************************************************
+    ** Read a row in a transaction.
+    *******************************************************************************/
+   public static QRecord get(String table, Integer id, QBackendTransaction transaction) throws QException
+   {
+      List<QRecord> rows = SystemWrites.query(table, equal("id", id), transaction);
+      return (rows.isEmpty() ? null : rows.get(0));
+   }
+
+   /*******************************************************************************
+    ** Check write errors without exposing record contents.
+    *******************************************************************************/
+   public static void update(String table, QRecord row, QBackendTransaction transaction) throws QException
+   {
+      List<QRecord> rows = SystemWrites.update(table, List.of(row), transaction);
+      if(rows.isEmpty() || (rows.get(0).getErrors() != null && !rows.get(0).getErrors().isEmpty()))
+      {
+         throw (new QException("Email database update failed"));
+      }
+   }
+
+   /*******************************************************************************
+    ** Serialize provider rate checks and claims using the database row lock.
+    *******************************************************************************/
+   public static QRecord lockProvider(Integer id, QBackendTransaction transaction) throws QException
+   {
+      if(get(EmailTables.PROVIDER, id, transaction) == null)
+      {
+         return (null);
+      }
+      update(EmailTables.PROVIDER, new QRecord().withValue("id", id).withValue("dispatchLock", 0), transaction);
+      return (get(EmailTables.PROVIDER, id, transaction));
+   }
+}

src/main/java/com/kingsrook/qbits/email/support/SystemWrites.java

@@ -0,0 +1,207 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2025.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * 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
+ *
+ *     https://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.email.support;
+
+
+import java.util.List;
+import com.kingsrook.qqq.backend.core.actions.QBackendTransaction;
+import com.kingsrook.qqq.backend.core.actions.permissions.CorePermissionEnforcer;
+import com.kingsrook.qqq.backend.core.actions.tables.CountAction;
+import com.kingsrook.qqq.backend.core.actions.tables.DeleteAction;
+import com.kingsrook.qqq.backend.core.actions.tables.InsertAction;
+import com.kingsrook.qqq.backend.core.actions.tables.QueryAction;
+import com.kingsrook.qqq.backend.core.actions.tables.UpdateAction;
+import com.kingsrook.qqq.backend.core.exceptions.QException;
+import com.kingsrook.qqq.backend.core.model.actions.tables.count.CountInput;
+import com.kingsrook.qqq.backend.core.model.actions.tables.delete.DeleteInput;
+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.actions.tables.query.QQueryFilter;
+import com.kingsrook.qqq.backend.core.model.actions.tables.query.QueryInput;
+import com.kingsrook.qqq.backend.core.model.actions.tables.update.UpdateInput;
+import com.kingsrook.qqq.backend.core.model.data.QRecord;
+
+
+/*******************************************************************************
+ ** The qbit's own reads and writes (the delivery engine, the outbox, health
+ ** and rotation). They run in core's authorized scope, so they work with core
+ ** permission enforcement on, and they mark the thread so the tables'
+ ** customizers can tell a qbit write from a person's or the API's.
+ *******************************************************************************/
+public final class SystemWrites
+{
+   private static final ThreadLocal<Integer> DEPTH = ThreadLocal.withInitial(() -> 0);
+
+
+
+   /*******************************************************************************
+    ** Work that may throw.
+    *******************************************************************************/
+   @FunctionalInterface
+   public interface Work<T>
+   {
+      /*******************************************************************************
+       ** Do it.
+       *******************************************************************************/
+      T run() throws QException;
+   }
+
+
+
+   /*******************************************************************************
+    ** Utility class.
+    *******************************************************************************/
+   private SystemWrites()
+   {
+   }
+
+
+
+   /*******************************************************************************
+    ** Run work as the qbit.
+    *******************************************************************************/
+   public static <T> T call(Work<T> work) throws QException
+   {
+      DEPTH.set(DEPTH.get() + 1);
+      try(CorePermissionEnforcer.AuthorizedScope ignored = CorePermissionEnforcer.openAuthorizedScope())
+      {
+         return (work.run());
+      }
+      finally
+      {
+         DEPTH.set(DEPTH.get() - 1);
+      }
+   }
+
+
+
+   /*******************************************************************************
+    ** True while the qbit itself is writing on this thread.
+    *******************************************************************************/
+   public static boolean active()
+   {
+      return (DEPTH.get() > 0);
+   }
+
+
+
+   /*******************************************************************************
+    ** Insert, returning the output (records may carry errors).
+    *******************************************************************************/
+   public static InsertOutput insert(String table, List<QRecord> records, QBackendTransaction transaction) throws QException
+   {
+      return (call(() -> new InsertAction().execute(new InsertInput(table).withRecords(records).withTransaction(transaction))));
+   }
+
+
+
+   /*******************************************************************************
+    ** Insert one record, returning it (with errors if it failed).
+    *******************************************************************************/
+   public static QRecord insertOne(String table, QRecord record) throws QException
+   {
+      return (insert(table, List.of(record), null).getRecords().get(0));
+   }
+
+
+
+   /*******************************************************************************
+    ** Update.
+    *******************************************************************************/
+   public static List<QRecord> update(String table, List<QRecord> records, QBackendTransaction transaction) throws QException
+   {
+      if(records.isEmpty())
+      {
+         return (records);
+      }
+      return (call(() -> new UpdateAction().execute(new UpdateInput(table).withRecords(records).withTransaction(transaction)).getRecords()));
+   }
+
+
+
+   /*******************************************************************************
+    ** Update one record.
+    *******************************************************************************/
+   public static void updateOne(String table, QRecord record) throws QException
+   {
+      update(table, List.of(record), null);
+   }
+
+
+
+   /*******************************************************************************
+    ** Query.
+    *******************************************************************************/
+   public static List<QRecord> query(String table, QQueryFilter filter) throws QException
+   {
+      return (call(() -> new QueryAction().execute(new QueryInput(table).withShouldFetchHeavyFields(true).withShouldOmitHiddenFields(false).withFilter(filter)).getRecords()));
+   }
+
+
+
+   /*******************************************************************************
+    ** Query in a transaction.
+    *******************************************************************************/
+   public static List<QRecord> query(String table, QQueryFilter filter, QBackendTransaction transaction) throws QException
+   {
+      return (call(() -> new QueryAction().execute(new QueryInput(table).withShouldFetchHeavyFields(true).withShouldOmitHiddenFields(false).withFilter(filter).withTransaction(transaction)).getRecords()));
+   }
+
+
+
+   /*******************************************************************************
+    ** Count.
+    *******************************************************************************/
+   public static int count(String table, QQueryFilter filter) throws QException
+   {
+      return (count(table, filter, null));
+   }
+
+
+   /*******************************************************************************
+    ** Count within the claim transaction so rate budgets remain shared.
+    *******************************************************************************/
+   public static int count(String table, QQueryFilter filter, QBackendTransaction transaction) throws QException
+   {
+      Integer count = call(() -> new CountAction().execute(new CountInput(table).withFilter(filter).withTransaction(transaction)).getCount());
+      return (count == null ? 0 : count);
+   }
+
+
+
+   /*******************************************************************************
+    ** Delete by filter, returning the number deleted.
+    *******************************************************************************/
+   public static int delete(String table, QQueryFilter filter) throws QException
+   {
+      return (delete(table, filter, null));
+   }
+
+
+   /*******************************************************************************
+    ** Delete within a transaction, including retention's parent and child rows.
+    *******************************************************************************/
+   public static int delete(String table, QQueryFilter filter, QBackendTransaction transaction) throws QException
+   {
+      Integer deleted = call(() -> new DeleteAction().execute(new DeleteInput(table).withQueryFilter(filter).withTransaction(transaction)).getDeletedRecordCount());
+      return (deleted == null ? 0 : deleted);
+   }
+}

src/main/java/com/kingsrook/qbits/email/template/CliMjmlCompiler.java

@@ -0,0 +1,133 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2025.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * 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
+ *
+ *     https://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.email.template;
+
+
+import java.nio.charset.StandardCharsets;
+import java.util.concurrent.Executors;
+import java.util.concurrent.TimeUnit;
+
+
+/*******************************************************************************
+ ** MJML stdin/stdout compiler with a total 20-second deadline and no files.
+ *******************************************************************************/
+public class CliMjmlCompiler implements MjmlCompilerInterface
+{
+   private final String binary;
+
+   /*******************************************************************************
+    ** Explicit executable path; no shell interpolation or PATH guessing.
+    *******************************************************************************/
+   public CliMjmlCompiler(String binary)
+   {
+      this.binary = binary;
+   }
+
+   /*******************************************************************************
+    ** Drain stdout concurrently with stdin, discarding potentially private stderr.
+    *******************************************************************************/
+   @Override
+   public String compile(String source)
+   {
+      rejectIncludes(source);
+      Process process = null;
+      try(var executor = Executors.newVirtualThreadPerTaskExecutor())
+      {
+         process = processBuilder().start();
+         Process running = process;
+         var task = executor.submit(() ->
+         {
+            var writer = executor.submit(() ->
+            {
+               try(var stdin = running.getOutputStream())
+               {
+                  stdin.write(source.getBytes(StandardCharsets.UTF_8));
+               }
+               return (null);
+            });
+            byte[] output = running.getInputStream().readNBytes(10_000_001);
+            if(output.length > 10_000_000)
+            {
+               throw (new IllegalArgumentException("MJML output too large"));
+            }
+            writer.get();
+            if(running.waitFor() != 0)
+            {
+               throw (new IllegalArgumentException("MJML compilation failed"));
+            }
+            return (new String(output, StandardCharsets.UTF_8));
+         });
+         try
+         {
+            return (task.get(20, TimeUnit.SECONDS));
+         }
+         finally
+         {
+            running.descendants().forEach(ProcessHandle::destroyForcibly);
+            running.destroyForcibly();
+            task.cancel(true);
+         }
+      }
+      catch(Exception e)
+      {
+         if(e instanceof InterruptedException)
+         {
+            Thread.currentThread().interrupt();
+         }
+         throw (new IllegalArgumentException("MJML compilation failed or exceeded 20 seconds"));
+      }
+      finally
+      {
+         if(process != null)
+         {
+            process.destroyForcibly();
+         }
+      }
+   }
+
+   /*******************************************************************************
+    ** MJML 4.x/5 supports allowIncludes=false. Refusing the source tag as well
+    ** removes include resolution and its dependence on the inherited directory.
+    *******************************************************************************/
+   public static void rejectIncludes(String source)
+   {
+      if(source != null && java.util.regex.Pattern.compile("(?i)<\\s*mj-include\\b").matcher(source).find())
+      {
+         throw (new IllegalArgumentException("MJML includes are not allowed"));
+      }
+   }
+
+   /*******************************************************************************
+    ** Package seam for checking child isolation without executing a compiler.
+    *******************************************************************************/
+   ProcessBuilder processBuilder()
+   {
+      ProcessBuilder builder = new ProcessBuilder(binary, "-i", "-s", "--config.allowIncludes=false");
+      String path = builder.environment().get("PATH");
+      builder.environment().clear();
+      if(path != null)
+      {
+         builder.environment().put("PATH", path);
+      }
+      return (builder.redirectError(ProcessBuilder.Redirect.DISCARD));
+   }
+
+}

src/main/java/com/kingsrook/qbits/email/template/CrmLegacyTemplateRenderer.java

@@ -0,0 +1,90 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2025.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * 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
+ *
+ *     https://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.email.template;
+
+
+import java.io.Serializable;
+import java.nio.charset.StandardCharsets;
+import java.util.Map;
+import java.util.regex.Matcher;
+import java.util.regex.Pattern;
+import com.kingsrook.qqq.backend.core.model.data.QRecord;
+
+
+/*******************************************************************************
+ ** Compatibility for migrated CRM content. Customer values are never programs.
+ *******************************************************************************/
+public final class CrmLegacyTemplateRenderer
+{
+   private static final Pattern TOKENS = Pattern.compile("\\{\\{(contact.firstName|contact.lastName|company.name|owner.name|unsubscribeUrl)\\}\\}");
+
+   /*******************************************************************************
+    ** Utility class.
+    *******************************************************************************/
+   private CrmLegacyTemplateRenderer()
+   {
+   }
+
+   /*******************************************************************************
+    ** Preserve the original subject/body override and text-before-HTML behavior.
+    *******************************************************************************/
+   public static QRecord render(QRecord template, QRecord version, Map<String, Serializable> values, String subjectOverride, String bodyOverride)
+   {
+      if(!"crm".equals(template.getValueString("ownerQbit")) || Boolean.TRUE.equals(template.getValueBoolean("phiApproved")))
+      {
+         throw (new IllegalArgumentException("Legacy CRM content requires CRM ownership and cannot be PHI approved"));
+      }
+      String subject = subjectOverride == null || subjectOverride.isBlank() ? version.getValueString("subject") : subjectOverride;
+      String body = bodyOverride == null || bodyOverride.isBlank() ? version.getValueString("textSource") : bodyOverride;
+      if(body == null)
+      {
+         body = version.getValueString("bodySource");
+      }
+      if(subject == null || subject.isBlank() || body == null || body.isBlank())
+      {
+         throw (new IllegalArgumentException("Email subject and body are required"));
+      }
+      subject = replace(subject, values);
+      body = replace(body, values);
+      if(subject.contains("\r") || subject.contains("\n") || (long) subject.getBytes(StandardCharsets.UTF_8).length + body.getBytes(StandardCharsets.UTF_8).length > 1_048_576)
+      {
+         throw (new IllegalArgumentException("Invalid or oversized template output"));
+      }
+      return (new QRecord().withValue("subject", subject).withValue("markdownBody", body)
+         .withValue("templateId", template.getValue("id")).withValue("templateVersionId", version.getValue("id")));
+   }
+
+   /*******************************************************************************
+    ** Replace only tokens in the original source, retaining unknown literals.
+    *******************************************************************************/
+   private static String replace(String source, Map<String, Serializable> values)
+   {
+      Matcher matcher = TOKENS.matcher(source);
+      StringBuilder result = new StringBuilder();
+      while(matcher.find())
+      {
+         Serializable value = values.get(matcher.group(1));
+         matcher.appendReplacement(result, Matcher.quoteReplacement(value == null ? "" : value.toString()));
+      }
+      matcher.appendTail(result);
+      return (result.toString());
+   }
+}

src/main/java/com/kingsrook/qbits/email/template/EmailBuiltIns.java

@@ -0,0 +1,79 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2025.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * 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
+ *
+ *     https://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.email.template;
+
+
+import java.util.List;
+import com.kingsrook.qbits.email.metadata.EmailTables;
+import com.kingsrook.qbits.email.support.EmailStore;
+import com.kingsrook.qbits.email.support.SystemWrites;
+import com.kingsrook.qqq.backend.core.actions.QBackendTransaction;
+import com.kingsrook.qqq.backend.core.exceptions.QException;
+import com.kingsrook.qqq.backend.core.model.actions.tables.insert.InsertInput;
+import com.kingsrook.qqq.backend.core.model.data.QRecord;
+
+
+/*******************************************************************************
+ ** Built-ins are created on first use, transactionally and without JVM state.
+ *******************************************************************************/
+public final class EmailBuiltIns
+{
+   public static final String OWNER = "qbit-email";
+
+   /*******************************************************************************
+    ** Utility class.
+    *******************************************************************************/
+   private EmailBuiltIns()
+   {
+   }
+
+   /*******************************************************************************
+    ** Seed the secure-link pattern. The unique template name arbitrates replicas.
+    *******************************************************************************/
+   public static void ensure() throws QException
+   {
+      if(!SystemWrites.query(EmailTables.TEMPLATE, EmailStore.equal("name", "email_secure_message")).isEmpty())
+      {
+         return;
+      }
+      try(QBackendTransaction tx = QBackendTransaction.openFor(new InsertInput(EmailTables.TEMPLATE)))
+      {
+         QRecord template = SystemWrites.insert(EmailTables.TEMPLATE, List.of(new QRecord().withValue("name", "email_secure_message")
+            .withValue("label", "Secure message").withValue("kind", "MARKDOWN").withValue("category", "SECURITY").withValue("phiApproved", false).withValue("ownerQbit", OWNER)), tx).getRecords().getFirst();
+         if(template.getValue("id") == null || template.getErrors() != null && !template.getErrors().isEmpty())
+         {
+            tx.rollback();
+            return;
+         }
+         QRecord version = SystemWrites.insert(EmailTables.VERSION, List.of(new QRecord().withValue("templateId", template.getValue("id"))
+            .withValue("versionNumber", 1).withValue("status", "ACTIVE").withValue("locale", "en").withValue("subject", "New secure message")
+            .withValue("bodySource", "You have a new secure message from {{brand.label}}. Sign in to read it.\n\n[Read secure message]({{link}}){.button}")
+            .withValue("variablesSchema", "[{\"name\":\"link\",\"type\":\"URL\",\"required\":true}]")
+            .withValue("sampleVariables", "{\"link\":\"https://example.invalid/sign-in\"}")), tx).getRecords().getFirst();
+         if(version.getValue("id") == null || version.getErrors() != null && !version.getErrors().isEmpty())
+         {
+            throw (new QException("Could not install secure-message template"));
+         }
+         EmailStore.update(EmailTables.TEMPLATE, new QRecord().withValue("id", template.getValue("id")).withValue("activeVersionId", version.getValue("id")), tx);
+         tx.commit();
+      }
+   }
+}

src/main/java/com/kingsrook/qbits/email/template/EmailPreviewWidget.java

@@ -0,0 +1,130 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2025.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * 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
+ *
+ *     https://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.email.template;
+
+
+import java.util.List;
+import com.kingsrook.qbits.email.metadata.EmailTables;
+import com.kingsrook.qbits.email.outbox.EmailRequest;
+import com.kingsrook.qbits.email.render.ContrastCheck;
+import com.kingsrook.qbits.email.render.EmailBrands;
+import com.kingsrook.qbits.email.support.EmailStore;
+import com.kingsrook.qqq.backend.core.actions.dashboard.widgets.AbstractWidgetRenderer;
+import com.kingsrook.qqq.backend.core.actions.tables.QueryAction;
+import com.kingsrook.qqq.backend.core.exceptions.QException;
+import com.kingsrook.qqq.backend.core.model.actions.tables.query.QueryInput;
+import com.kingsrook.qqq.backend.core.model.actions.widgets.RenderWidgetInput;
+import com.kingsrook.qqq.backend.core.model.actions.widgets.RenderWidgetOutput;
+import com.kingsrook.qqq.backend.core.model.dashboard.widgets.RawHTML;
+import com.kingsrook.qqq.backend.core.model.data.QRecord;
+import org.jsoup.Jsoup;
+import org.jsoup.safety.Safelist;
+
+
+/*******************************************************************************
+ ** Inline preview fallback: Next strips iframes and style blocks. Samples are
+ ** sanitized server-side too; no live record references are read for previews.
+ *******************************************************************************/
+public class EmailPreviewWidget extends AbstractWidgetRenderer
+{
+   /*******************************************************************************
+    ** Fetch the version and parent as the viewer, then render sample data.
+    *******************************************************************************/
+   @Override
+   public RenderWidgetOutput render(RenderWidgetInput input) throws QException
+   {
+      try
+      {
+         int id = Integer.parseInt(input.getQueryParams().get("id"));
+         List<QRecord> versions = new QueryAction().execute(new QueryInput(EmailTables.VERSION).withShouldFetchHeavyFields(true)
+            .withFilter(EmailStore.equal("id", id))).getRecords();
+         if(versions.isEmpty())
+         {
+            return (output("<p>Version unavailable.</p>"));
+         }
+         QRecord version = versions.getFirst();
+         List<QRecord> templates = new QueryAction().execute(new QueryInput(EmailTables.TEMPLATE)
+            .withFilter(EmailStore.equal("id", version.getValueInteger("templateId")))).getRecords();
+         if(templates.isEmpty())
+         {
+            return (output("<p>Template unavailable.</p>"));
+         }
+         QRecord template = templates.getFirst();
+         if("MJML".equals(template.getValueString("kind")) && version.getValueString("compiledHtml") == null)
+         {
+            if(!com.kingsrook.qbits.email.permissions.EmailPermissionChecker.has(com.kingsrook.qbits.email.permissions.EmailPermissions.MANAGE))
+            {
+               return (output("<p>Not compiled yet. Activate the version or use Preview as a manager.</p>"));
+            }
+            EmailVersions.validate(template, version);
+         }
+         EmailTemplateRenderer renderer = new EmailTemplateRenderer(template, version,
+            new EmailRequest().withVariables(VariableSchema.values(version.getValueString("sampleVariables"))));
+         QRecord rendered = renderer.render("preview", "https://example.invalid/unsubscribe/preview", false);
+         QRecord brand = EmailBrands.resolve(null, template);
+         String html = "<div style=\"min-width:0;overflow-wrap:anywhere\"><h3>" + EmailTemplateEngine.escape(rendered.getValueString("subject")) + "</h3>"
+            + "<p>Sample preview. Inline rendering; mail clients may display it differently.</p>"
+            + sample(rendered.getValueString("htmlBody"), brand, false, 390) + sample(rendered.getValueString("htmlBody"), brand, true, 600)
+            + "<h4>Plain text</h4><pre style=\"white-space:pre-wrap;overflow-wrap:anywhere;max-width:100%\">"
+            + EmailTemplateEngine.escape(rendered.getValueString("textBody")) + "</pre></div>";
+         return (output(html + "<p>" + EmailTemplateEngine.escape(String.join("; ", renderer.warnings())) + "</p>"));
+      }
+      catch(IllegalArgumentException e)
+      {
+         return (output("<p>Preview unavailable: " + EmailTemplateEngine.escape(e.getMessage()) + "</p>"));
+      }
+   }
+
+   /*******************************************************************************
+    ** Safe inline sample with bounded width and no executable source or CSS.
+    *******************************************************************************/
+   private static String sample(String html, QRecord brand, boolean dark, int width)
+   {
+      var document = Jsoup.parse(html);
+      document.select("head,script,style,iframe,form").remove();
+      document.select(".email-logo-" + (dark ? "light" : "dark")).remove();
+      String clean = Jsoup.clean(document.body().html(), Safelist.relaxed().addAttributes("td", "class"));
+      document = Jsoup.parseBodyFragment(clean);
+      document.select("table").forEach(e -> e.attr("style", "width:100%;table-layout:fixed;border-collapse:collapse"));
+      document.select("td,th").forEach(e -> e.attr("style", "overflow-wrap:anywhere;padding:6px"));
+      document.select("img").forEach(e -> e.attr("style", "max-width:100%;height:auto"));
+      document.select("pre").forEach(e -> e.attr("style", "white-space:pre-wrap;overflow-wrap:anywhere"));
+      document.select("a").forEach(e -> e.attr("style", "color:inherit;overflow-wrap:anywhere"));
+      document.select(".email-content").forEach(e -> e.attr("style", e.attr("style") + ";background-color:"
+         + ContrastCheck.color(brand, dark ? "darkBackgroundColor" : "backgroundColor") + ";color:"
+         + ContrastCheck.color(brand, dark ? "darkTextColor" : "textColor")));
+      document.select(".email-button").forEach(e -> e.attr("style", "padding:12px 20px;background-color:" + ContrastCheck.color(brand, dark ? "darkPrimaryColor" : "primaryColor")
+         + ";color:" + ContrastCheck.color(brand, dark ? "darkButtonTextColor" : "buttonTextColor") + "!important"));
+      document.select(".email-button a").forEach(e -> e.attr("style", "color:" + ContrastCheck.color(brand, dark ? "darkButtonTextColor" : "buttonTextColor") + "!important;display:block;overflow-wrap:anywhere"));
+      document.select("[class]").forEach(e -> e.removeAttr("class"));
+      return ("<h4>" + (dark ? "Dark" : "Light") + " · " + width + "px maximum</h4><div style=\"box-sizing:border-box;width:100%;max-width:"
+         + width + "px;padding:12px;overflow-wrap:anywhere;background-color:" + ContrastCheck.color(brand, dark ? "darkBackgroundColor" : "backgroundColor")
+         + ";color:" + ContrastCheck.color(brand, dark ? "darkTextColor" : "textColor") + "\">" + document.body().html() + "</div>");
+   }
+
+   /*******************************************************************************
+    ** Standard widget response.
+    *******************************************************************************/
+   private static RenderWidgetOutput output(String html)
+   {
+      return (new RenderWidgetOutput(new RawHTML(null, html)));
+   }
+}

src/main/java/com/kingsrook/qbits/email/template/EmailTemplateCustomizers.java

@@ -0,0 +1,172 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2025.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * 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
+ *
+ *     https://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.email.template;
+
+
+import java.util.List;
+import java.util.Objects;
+import java.util.Optional;
+import com.kingsrook.qbits.email.metadata.EmailTables;
+import com.kingsrook.qbits.email.render.EmailBrands;
+import com.kingsrook.qbits.email.support.EmailStore;
+import com.kingsrook.qbits.email.support.SystemWrites;
+import com.kingsrook.qqq.backend.core.actions.customizers.TableCustomizerInterface;
+import com.kingsrook.qqq.backend.core.exceptions.QException;
+import com.kingsrook.qqq.backend.core.model.actions.AbstractActionInput;
+import com.kingsrook.qqq.backend.core.model.actions.tables.delete.DeleteInput;
+import com.kingsrook.qqq.backend.core.model.data.QRecord;
+import com.kingsrook.qqq.backend.core.model.statusmessages.BadInputStatusMessage;
+
+
+/*******************************************************************************
+ ** Lifecycle and template edit permissions apply equally to forms and APIs.
+ *******************************************************************************/
+public class EmailTemplateCustomizers implements TableCustomizerInterface
+{
+   /*******************************************************************************
+    ** Merge sparse updates and protect stored lifecycle state, not caller claims.
+    *******************************************************************************/
+   @Override
+   public List<QRecord> preInsertOrUpdate(AbstractActionInput input, List<QRecord> rows, boolean preview, Optional<List<QRecord>> oldRecords) throws QException
+   {
+      if(SystemWrites.active())
+      {
+         return (rows);
+      }
+      for(QRecord row : rows)
+      {
+         QRecord old = oldRecords.orElse(List.of()).stream().filter(v -> Objects.equals(v.getValue("id"), row.getValue("id"))).findFirst().orElse(new QRecord());
+         QRecord merged = new QRecord();
+         merged.getValues().putAll(old.getValues());
+         merged.getValues().putAll(row.getValues());
+         try
+         {
+            String table = input instanceof com.kingsrook.qqq.backend.core.model.actions.tables.insert.InsertInput insert ? insert.getTableName()
+               : ((com.kingsrook.qqq.backend.core.model.actions.tables.update.UpdateInput) input).getTableName();
+            if(EmailTables.BRAND.equals(table))
+            {
+               EmailBrands.validate(merged);
+            }
+            else if(EmailTables.TEMPLATE.equals(table))
+            {
+               EmailVersions.requireEdit(old.getValue("id") == null ? merged : old, false);
+               protectedFields(row, old, List.of("phiApproved", "approvedVersionId", "phiApprovedBy", "phiApprovedDate", "activeVersionId"));
+               if(Boolean.TRUE.equals(old.getValueBoolean("phiApproved")))
+               {
+                  protectedFields(row, old, List.of("kind", "category", "brandId", "name"));
+               }
+            }
+            else
+            {
+               QRecord parent = EmailStore.get(EmailTables.TEMPLATE, merged.getValueInteger("templateId"), null);
+               if(parent == null)
+               {
+                  throw (new IllegalArgumentException("Template is required"));
+               }
+               EmailVersions.requireEdit(parent, false);
+               if(old.getValue("id") != null)
+               {
+                  protectedFields(row, old, List.of("templateId", "versionNumber", "status", "compiledHtml", "activatedDate"));
+                  immutable(old, parent);
+               }
+               else
+               {
+                  if(merged.getValueString("status") != null && !"DRAFT".equals(merged.getValueString("status")))
+                  {
+                     throw (new IllegalArgumentException("New versions must be DRAFT"));
+                  }
+                  row.setValue("status", "DRAFT");
+                  row.setValue("compiledHtml", null);
+               }
+               new VariableSchema(merged.getValueString("variablesSchema"));
+            }
+         }
+         catch(IllegalArgumentException e)
+         {
+            row.addError(new BadInputStatusMessage(e.getMessage()));
+         }
+      }
+      return (rows);
+   }
+
+   /*******************************************************************************
+    ** Lifecycle-owned fields cannot be changed through ordinary CRUD.
+    *******************************************************************************/
+   private static void protectedFields(QRecord row, QRecord old, List<String> fields)
+   {
+      for(String field : fields)
+      {
+         Object value = row.getValue(field);
+         if(row.getValues().containsKey(field) && !Objects.equals(value, old.getValue(field)) && !(old.getValue("id") == null && Boolean.FALSE.equals(value)))
+         {
+            throw (new IllegalArgumentException("Use the version actions to change " + field));
+         }
+      }
+   }
+
+   /*******************************************************************************
+    ** Approving a draft freezes its content, preventing approval substitution.
+    *******************************************************************************/
+   private static void immutable(QRecord version, QRecord template)
+   {
+      if(!"DRAFT".equals(version.getValueString("status")) || Objects.equals(version.getValue("id"), template.getValue("approvedVersionId")))
+      {
+         throw (new IllegalArgumentException("ACTIVE, RETIRED and PHI-approved versions cannot be edited; use New Version"));
+      }
+   }
+
+   /*******************************************************************************
+    ** Preserve active/history rows and the same edit grants on deletion.
+    *******************************************************************************/
+   @Override
+   public List<QRecord> preDelete(DeleteInput input, List<QRecord> rows, boolean preview) throws QException
+   {
+      if(SystemWrites.active())
+      {
+         return (rows);
+      }
+      for(QRecord row : rows)
+      {
+         try
+         {
+            if(EmailTables.VERSION.equals(input.getTableName()))
+            {
+               QRecord parent = EmailStore.get(EmailTables.TEMPLATE, row.getValueInteger("templateId"), input.getTransaction());
+               EmailVersions.requireEdit(parent, false);
+               immutable(row, parent);
+            }
+            else if(EmailTables.TEMPLATE.equals(input.getTableName()))
+            {
+               EmailVersions.requireEdit(row, false);
+               if(!SystemWrites.query(EmailTables.VERSION, EmailStore.equal("templateId", row.getValueInteger("id")), input.getTransaction()).isEmpty())
+               {
+                  throw (new IllegalArgumentException("Templates with versions cannot be deleted"));
+               }
+            }
+         }
+         catch(IllegalArgumentException e)
+         {
+            row.addError(new BadInputStatusMessage(e.getMessage()));
+         }
+      }
+      return (rows);
+   }
+}

src/main/java/com/kingsrook/qbits/email/template/EmailTemplateDefinition.java

@@ -0,0 +1,315 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2025.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * 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
+ *
+ *     https://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.email.template;
+
+
+import java.util.ArrayList;
+import java.util.LinkedHashMap;
+import java.util.List;
+import java.util.Map;
+import com.kingsrook.qbits.email.outbox.EmailCategory;
+
+
+/*******************************************************************************
+ ** A template another qbit ships with its own code: its name, content and
+ ** variable contract. Hand it to {@link EmailTemplates#ensure} at startup or on
+ ** first use; it is created once as an ACTIVE version 1 and never overwritten.
+ *******************************************************************************/
+public final class EmailTemplateDefinition
+{
+   private String name;
+   private String label;
+   private EmailCategory category;
+   private String kind = "MARKDOWN";
+   private String subject;
+   private String body;
+   private String textBody;
+   private String variablesSchema;
+   private final List<Map<String, Object>> variables = new ArrayList<>();
+   private String sampleVariables;
+   private String ownerQbit;
+   private String editPermissionName;
+
+   /*******************************************************************************
+    ** Unique snake_case template name, as used by EmailRequest.withTemplateName.
+    *******************************************************************************/
+   public EmailTemplateDefinition withName(String name)
+   {
+      this.name = name;
+      return (this);
+   }
+
+   /*******************************************************************************
+    ** Human label shown in the template table.
+    *******************************************************************************/
+   public EmailTemplateDefinition withLabel(String label)
+   {
+      this.label = label;
+      return (this);
+   }
+
+   /*******************************************************************************
+    ** Template category; it decides opt-out and PHI rules.
+    *******************************************************************************/
+   public EmailTemplateDefinition withCategory(EmailCategory category)
+   {
+      this.category = category;
+      return (this);
+   }
+
+   /*******************************************************************************
+    ** MARKDOWN (the default), MJML or HTML.
+    *******************************************************************************/
+   public EmailTemplateDefinition withKind(String kind)
+   {
+      this.kind = kind;
+      return (this);
+   }
+
+   /*******************************************************************************
+    ** Subject source, which may use variables.
+    *******************************************************************************/
+   public EmailTemplateDefinition withSubject(String subject)
+   {
+      this.subject = subject;
+      return (this);
+   }
+
+   /*******************************************************************************
+    ** Body source in the template's kind.
+    *******************************************************************************/
+   public EmailTemplateDefinition withBody(String body)
+   {
+      this.body = body;
+      return (this);
+   }
+
+   /*******************************************************************************
+    ** Optional plain-text source; omitted, it is derived from the body.
+    *******************************************************************************/
+   public EmailTemplateDefinition withTextBody(String textBody)
+   {
+      this.textBody = textBody;
+      return (this);
+   }
+
+   /*******************************************************************************
+    ** The variables schema as the JSON list the template table stores. Use this or
+    ** withVariable, not both.
+    *******************************************************************************/
+   public EmailTemplateDefinition withVariablesSchema(String variablesSchema)
+   {
+      this.variablesSchema = variablesSchema;
+      return (this);
+   }
+
+   /*******************************************************************************
+    ** Declare one variable (type: STRING, NUMBER, DATE, DATE_TIME, BOOLEAN, URL,
+    ** LIST or RECORD; classification: PUBLIC, CONFIDENTIAL, PII, PHI or null).
+    *******************************************************************************/
+   public EmailTemplateDefinition withVariable(String name, String label, String type, boolean required, String classification)
+   {
+      Map<String, Object> entry = new LinkedHashMap<>();
+      entry.put("name", name);
+      entry.put("label", label);
+      entry.put("type", type);
+      entry.put("required", required);
+      entry.put("classification", classification);
+      variables.add(entry);
+      return (this);
+   }
+
+   /*******************************************************************************
+    ** Synthetic sample values as a JSON object, used to validate and preview.
+    *******************************************************************************/
+   public EmailTemplateDefinition withSampleVariables(String sampleVariables)
+   {
+      this.sampleVariables = sampleVariables;
+      return (this);
+   }
+
+   /*******************************************************************************
+    ** The qbit that owns this template.
+    *******************************************************************************/
+   public EmailTemplateDefinition withOwnerQbit(String ownerQbit)
+   {
+      this.ownerQbit = ownerQbit;
+      return (this);
+   }
+
+   /*******************************************************************************
+    ** Optional permission, besides the email permission, needed to edit the template.
+    *******************************************************************************/
+   public EmailTemplateDefinition withEditPermissionName(String editPermissionName)
+   {
+      this.editPermissionName = editPermissionName;
+      return (this);
+   }
+
+   /*******************************************************************************
+    ** The template name.
+    *******************************************************************************/
+   public String getName()
+   {
+      return (name);
+   }
+
+   /*******************************************************************************
+    ** The template label.
+    *******************************************************************************/
+   public String getLabel()
+   {
+      return (label);
+   }
+
+   /*******************************************************************************
+    ** The template category.
+    *******************************************************************************/
+   public EmailCategory getCategory()
+   {
+      return (category);
+   }
+
+   /*******************************************************************************
+    ** The template kind.
+    *******************************************************************************/
+   public String getKind()
+   {
+      return (kind);
+   }
+
+   /*******************************************************************************
+    ** The subject source.
+    *******************************************************************************/
+   public String getSubject()
+   {
+      return (subject);
+   }
+
+   /*******************************************************************************
+    ** The body source.
+    *******************************************************************************/
+   public String getBody()
+   {
+      return (body);
+   }
+
+   /*******************************************************************************
+    ** The optional plain-text source.
+    *******************************************************************************/
+   public String getTextBody()
+   {
+      return (textBody);
+   }
+
+   /*******************************************************************************
+    ** The schema JSON: the explicit text, or the typed variables as a JSON list.
+    *******************************************************************************/
+   public String getVariablesSchema()
+   {
+      if(variablesSchema != null && !variablesSchema.isBlank())
+      {
+         return (variablesSchema);
+      }
+      return (VariableSchema.json(variables));
+   }
+
+   /*******************************************************************************
+    ** The sample values JSON, defaulting to an empty object.
+    *******************************************************************************/
+   public String getSampleVariables()
+   {
+      return (sampleVariables == null || sampleVariables.isBlank() ? "{}" : sampleVariables);
+   }
+
+   /*******************************************************************************
+    ** The owning qbit.
+    *******************************************************************************/
+   public String getOwnerQbit()
+   {
+      return (ownerQbit);
+   }
+
+   /*******************************************************************************
+    ** The optional edit permission.
+    *******************************************************************************/
+   public String getEditPermissionName()
+   {
+      return (editPermissionName);
+   }
+
+   /*******************************************************************************
+    ** Plain-language reasons the definition is incomplete or malformed, before any
+    ** rendering check. Empty when it passes.
+    *******************************************************************************/
+   public List<String> problems()
+   {
+      List<String> reasons = new ArrayList<>();
+      if(name == null || !name.matches("[a-z][a-z0-9_]{0,99}"))
+      {
+         reasons.add("Name must be snake_case: lowercase letters, digits and underscores, starting with a letter");
+      }
+      if(label == null || label.isBlank())
+      {
+         reasons.add("Label is required");
+      }
+      if(category == null)
+      {
+         reasons.add("Category is required");
+      }
+      if(kind == null || !List.of("MARKDOWN", "MJML", "HTML", "CRM_LEGACY").contains(kind))
+      {
+         reasons.add("Kind must be MARKDOWN, MJML, HTML or CRM_LEGACY");
+      }
+      if(subject == null || subject.isBlank())
+      {
+         reasons.add("Subject is required");
+      }
+      if(body == null || body.isBlank())
+      {
+         reasons.add("Body is required");
+      }
+      if(variablesSchema != null && !variablesSchema.isBlank() && !variables.isEmpty())
+      {
+         reasons.add("Declare variables with withVariablesSchema or withVariable, not both");
+      }
+      else
+      {
+         try
+         {
+            new VariableSchema(getVariablesSchema());
+         }
+         catch(IllegalArgumentException e)
+         {
+            reasons.add(e.getMessage());
+         }
+      }
+      try
+      {
+         VariableSchema.values(sampleVariables);
+      }
+      catch(IllegalArgumentException e)
+      {
+         reasons.add(e.getMessage());
+      }
+      return (reasons);
+   }
+}

src/main/java/com/kingsrook/qbits/email/template/EmailTemplateEngine.java

@@ -0,0 +1,418 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2025.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * 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
+ *
+ *     https://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.email.template;
+
+
+import java.math.BigDecimal;
+import java.nio.charset.StandardCharsets;
+import java.util.ArrayDeque;
+import java.util.ArrayList;
+import java.util.Collection;
+import java.util.Deque;
+import java.util.LinkedHashSet;
+import java.util.List;
+import java.util.Map;
+import java.util.Set;
+import java.util.regex.Pattern;
+
+
+/*******************************************************************************
+ ** Small parsed template language: values, fallback, if and each, without code.
+ *******************************************************************************/
+public class EmailTemplateEngine
+{
+   private static final Pattern URL_ATTRIBUTE = Pattern.compile("(?i)(?:^|[\\s<])(href|src|action|background)\\s*=\\s*[\"']$");
+   private static final Pattern RENDERED_URL = Pattern.compile("(?is)\\b(href|src|action|background)(\\s*=\\s*)([\"'])(.*?)\\3");
+
+   /*******************************************************************************
+    ** One budget shared by all parts and nested blocks of a render.
+    *******************************************************************************/
+   public static class Budget
+   {
+      private int iterations;
+      private int bytes;
+
+      /*******************************************************************************
+       ** Count work before entering a loop body.
+       *******************************************************************************/
+      private void iterate()
+      {
+         if(++iterations > 10_000)
+         {
+            throw (new IllegalArgumentException("Template output is too large"));
+         }
+      }
+
+      /*******************************************************************************
+       ** Bound UTF-8 output before appending it.
+       *******************************************************************************/
+      private void append(StringBuilder out, String value)
+      {
+         if(value.length() > 1_048_576 || (bytes += value.getBytes(StandardCharsets.UTF_8).length) > 1_048_576)
+         {
+            throw (new IllegalArgumentException("Template output is too large"));
+         }
+         out.append(value);
+      }
+   }
+
+   /*******************************************************************************
+    ** Rendering context. Markdown uses entities for all punctuation so values
+    ** cannot inject Markdown links, images or block syntax.
+    *******************************************************************************/
+   public enum Context
+   {
+      HTML, TEXT, MARKDOWN
+   }
+
+   /*******************************************************************************
+    ** A parsed literal, expression or block.
+    *******************************************************************************/
+   private record Node(String kind, String value, String fallback, int line, List<Node> children, String attribute)
+   {
+   }
+
+   /*******************************************************************************
+    ** Validated immutable parse result.
+    *******************************************************************************/
+   public static class Parsed
+   {
+      private final List<Node> nodes;
+      private final Set<String> references;
+
+      /*******************************************************************************
+       ** Store parsed nodes.
+       *******************************************************************************/
+      private Parsed(List<Node> nodes, Set<String> references)
+      {
+         this.nodes = nodes;
+         this.references = Set.copyOf(references);
+      }
+
+      /*******************************************************************************
+       ** Render the already validated syntax tree.
+       *******************************************************************************/
+      public String render(Map<String, ?> values, Context context)
+      {
+         return (render(values, context, new Budget(), new ArrayList<>()));
+      }
+
+      /*******************************************************************************
+       ** Bindings referenced by values and block conditions, including nested blocks.
+       *******************************************************************************/
+      public Set<String> references()
+      {
+         return (references);
+      }
+
+      /*******************************************************************************
+       ** Render using the message-wide budget and safe author-facing warnings.
+       *******************************************************************************/
+      public String render(Map<String, ?> values, Context context, Budget budget, List<String> warnings)
+      {
+         StringBuilder out = new StringBuilder();
+         renderNodes(nodes, values, null, -1, context, budget, warnings, out);
+         return (context == Context.HTML ? validateRenderedUrls(out.toString(), warnings) : out.toString());
+      }
+
+   }
+
+   /*******************************************************************************
+    ** Parse once, checking balanced blocks and every variable, with line numbers.
+    *******************************************************************************/
+   public Parsed parse(String source, VariableSchema schema)
+   {
+      source = source == null ? "" : source;
+      List<Node> root = new ArrayList<>();
+      Deque<Node> stack = new ArrayDeque<>();
+      Set<String> references = new LinkedHashSet<>();
+      int position = 0;
+      int line = 1;
+      while(position < source.length())
+      {
+         List<Node> current = stack.isEmpty() ? root : stack.peek().children();
+         int start = source.indexOf("{{", position);
+         if(start < 0)
+         {
+            current.add(new Node("literal", source.substring(position), null, 0, List.of(), null));
+            break;
+         }
+         current.add(new Node("literal", source.substring(position, start), null, 0, List.of(), null));
+         for(int i = position; i < start; i++)
+         {
+            if(source.charAt(i) == '\n')
+            {
+               line++;
+            }
+         }
+         int end = source.indexOf("}}", start + 2);
+         if(end < 0)
+         {
+            throw (error(line, "Unclosed expression"));
+         }
+         String expression = source.substring(start + 2, end).trim();
+         if(expression.startsWith("/"))
+         {
+            if(stack.isEmpty() || !stack.peek().kind().equals(expression.substring(1)))
+            {
+               throw (error(line, "Block nesting error"));
+            }
+            stack.pop();
+         }
+         else
+         {
+            String kind = expression.startsWith("#if ") ? "if" : expression.startsWith("#each ") ? "each" : "value";
+            String binding = kind.equals("value") ? expression : expression.substring(kind.length() + 2).trim();
+            String[] parts = binding.split("\\|", 2);
+            String name = parts[0].trim();
+            boolean inEach = stack.stream().anyMatch(n -> n.kind().equals("each"));
+            boolean local = name.equals("this") || name.startsWith("this.") || name.equals("@index");
+            if(!name.matches("(?:[A-Za-z_][A-Za-z0-9_]*(?:\\.[A-Za-z_][A-Za-z0-9_]*)*|@index)")
+               || (local ? !inEach : !schema.knows(name)) || !kind.equals("value") && parts.length > 1)
+            {
+               throw (error(line, "Unknown or unsupported variable " + name));
+            }
+            if(!local)
+            {
+               references.add(name);
+            }
+            var attribute = URL_ATTRIBUTE.matcher(source.substring(position, start));
+            Node node = new Node(kind, name, parts.length == 2 ? parts[1] : "", line, new ArrayList<>(), attribute.find() ? attribute.group(1).toLowerCase(java.util.Locale.ROOT) : null);
+            current.add(node);
+            if(!kind.equals("value"))
+            {
+               if(stack.size() >= 8)
+               {
+                  throw (error(line, "Blocks exceed 8 levels"));
+               }
+               stack.push(node);
+            }
+         }
+         for(int i = start; i < end + 2; i++)
+         {
+            if(source.charAt(i) == '\n')
+            {
+               line++;
+            }
+         }
+         position = end + 2;
+      }
+      if(!stack.isEmpty())
+      {
+         throw (error(stack.peek().line(), "Unclosed " + stack.peek().kind() + " block"));
+      }
+      return (new Parsed(root, references));
+   }
+
+   /*******************************************************************************
+    ** Render syntax nodes; loop scope is restored on every recursive return.
+    *******************************************************************************/
+   private static void renderNodes(List<Node> nodes, Map<String, ?> values, Object item, int index, Context context, Budget budget, List<String> warnings, StringBuilder out)
+   {
+      for(Node node : nodes)
+      {
+         Object value = node.value().equals("this") ? item : node.value().startsWith("this.") ? lookup(item, node.value().substring(5))
+            : node.value().equals("@index") ? index : lookup(values, node.value());
+         switch(node.kind())
+         {
+            case "literal" -> budget.append(out, node.value());
+            case "value" ->
+            {
+               String text = value == null || value.toString().isEmpty() ? node.fallback() : value.toString();
+               if(context == Context.HTML && node.attribute() != null && !text.isEmpty())
+               {
+                  try
+                  {
+                     VariableSchema.url(text, "href".equals(node.attribute()));
+                  }
+                  catch(IllegalArgumentException e)
+                  {
+                     text = "";
+                     String warning = "Unsafe URL omitted for " + node.value();
+                     if(!warnings.contains(warning))
+                     {
+                        warnings.add(warning);
+                     }
+                  }
+               }
+               if(text.length() > 1_048_576)
+               {
+                  throw (new IllegalArgumentException("Template output is too large"));
+               }
+               budget.append(out, encode(text, context));
+            }
+            case "if" ->
+            {
+               if(truthy(value))
+               {
+                  renderNodes(node.children(), values, item, index, context, budget, warnings, out);
+               }
+            }
+            case "each" ->
+            {
+               if(value instanceof List<?> list)
+               {
+                  for(int i = 0; i < list.size(); i++)
+                  {
+                     budget.iterate();
+                     renderNodes(node.children(), values, list.get(i), i, context, budget, warnings, out);
+                  }
+               }
+            }
+            default -> throw (new IllegalStateException("Invalid template node"));
+         }
+      }
+   }
+
+   /*******************************************************************************
+    ** Expressions in attributes require quotes, including after literal prefixes.
+    *******************************************************************************/
+   public static void validateHtml(String source)
+   {
+      boolean tag = false;
+      char quote = 0;
+      for(int i = 0; source != null && i < source.length(); i++)
+      {
+         char c = source.charAt(i);
+         if(tag && quote == 0 && source.startsWith("{{", i))
+         {
+            throw (new IllegalArgumentException("Template expressions in attributes must be quoted"));
+         }
+         if(quote != 0)
+         {
+            if(c == quote)
+            {
+               quote = 0;
+            }
+         }
+         else if(c == '<')
+         {
+            tag = true;
+         }
+         else if(c == '>')
+         {
+            tag = false;
+         }
+         else if(tag && (c == '\"' || c == '\''))
+         {
+            quote = c;
+         }
+      }
+   }
+
+   /*******************************************************************************
+    ** Recheck complete attributes after block expansion, so whitespace, split
+    ** values and conditional expressions cannot hide the URL context.
+    *******************************************************************************/
+   private static String validateRenderedUrls(String html, List<String> warnings)
+   {
+      var matcher = RENDERED_URL.matcher(html);
+      StringBuilder result = new StringBuilder();
+      while(matcher.find())
+      {
+         String value = org.jsoup.parser.Parser.unescapeEntities(matcher.group(4), true);
+         try
+         {
+            if(!value.isEmpty())
+            {
+               VariableSchema.url(value, "href".equalsIgnoreCase(matcher.group(1)));
+            }
+            matcher.appendReplacement(result, java.util.regex.Matcher.quoteReplacement(matcher.group()));
+         }
+         catch(IllegalArgumentException e)
+         {
+            String warning = "Unsafe " + matcher.group(1).toLowerCase(java.util.Locale.ROOT) + " URL omitted";
+            if(!warnings.contains(warning))
+            {
+               warnings.add(warning);
+            }
+            matcher.appendReplacement(result, java.util.regex.Matcher.quoteReplacement(matcher.group(1) + matcher.group(2) + matcher.group(3) + matcher.group(3)));
+         }
+      }
+      matcher.appendTail(result);
+      return (result.toString());
+   }
+
+   /*******************************************************************************
+    ** Dotted paths traverse maps only; no reflection, methods or arbitrary code.
+    *******************************************************************************/
+   public static Object lookup(Object values, String path)
+   {
+      if(values instanceof Map<?, ?> map)
+      {
+         if(map.containsKey(path))
+         {
+            return (map.get(path));
+         }
+         int dot = path.indexOf('.');
+         return (dot < 0 ? map.get(path) : lookup(map.get(path.substring(0, dot)), path.substring(dot + 1)));
+      }
+      return (null);
+   }
+
+   /*******************************************************************************
+    ** Explicit language truthiness.
+    *******************************************************************************/
+   public static boolean truthy(Object value)
+   {
+      if(value == null || Boolean.FALSE.equals(value) || value instanceof CharSequence s && s.isEmpty()
+         || value instanceof Collection<?> c && c.isEmpty() || value instanceof Map<?, ?> m && m.isEmpty())
+      {
+         return (false);
+      }
+      return (!(value instanceof Number n) || new BigDecimal(n.toString()).compareTo(BigDecimal.ZERO) != 0);
+   }
+
+   /*******************************************************************************
+    ** Escape values exactly once for the consuming grammar.
+    *******************************************************************************/
+   public static String encode(String value, Context context)
+   {
+      if(context == Context.TEXT)
+      {
+         return (value);
+      }
+      if(context == Context.MARKDOWN)
+      {
+         StringBuilder encoded = new StringBuilder();
+         value.codePoints().forEach(c -> encoded.append(Character.isLetterOrDigit(c) || c == ' ' ? new String(Character.toChars(c)) : "&#" + c + ";"));
+         return (encoded.toString());
+      }
+      return (escape(value));
+   }
+
+   /*******************************************************************************
+    ** Attribute and text escaping, including both quote types.
+    *******************************************************************************/
+   public static String escape(Object value)
+   {
+      return (value == null ? "" : value.toString().replace("&", "&amp;").replace("<", "&lt;").replace(">", "&gt;")
+         .replace("\"", "&quot;").replace("'", "&#39;"));
+   }
+
+   /*******************************************************************************
+    ** Stable author-facing parse diagnostic.
+    *******************************************************************************/
+   private static IllegalArgumentException error(int line, String message)
+   {
+      return (new IllegalArgumentException("Line " + line + ": " + message));
+   }
+}