feat(idaa): enforce mandatory Novi UUID linkage for member content

CRITICAL IDENTITY FIX:
Ensures all member-generated content (Meetings, Posts, Comments) is explicitly linked to the creator's Novi UUID via 'external_person_id' at the moment of creation.

Changes:
- Added 'external_person_id' to creation payloads in Recovery Meetings and BB Posts.
- Implemented 'identity scavenging' from localStorage in submit handlers to prevent race conditions where Svelte stores are briefly null.
- Refactored Post Comment edit component to robustly initialize and save creator identity.
- Added 'The Novi UUID Rule' to IDAA documentation to mandate this pattern for future development.
- Added Playwright test to verify creation linkage and fixed a version-mismatch bug in the test auth helper.

Note: Archives and Archive Content are excluded as they do not require member ownership.

documentation/CLIENT__IDAA_and_customized_mods.md

@@ -219,6 +219,25 @@ If you need a compact checklist for re-creating this flow in another integration
 
 `novi_trusted_li` and `novi_admin_li` are managed in Aether site config (not in Novi directly).
 
+## Identity Linkage: The Novi UUID Rule (Triple Linkage)
+
+**CRITICAL ARCHITECTURAL STANDARD:**
+All member-generated content in the IDAA module MUST be explicitly linked to the member's Novi UUID via the `external_person_id` field. This linkage is the primary mechanism for ownership, edit permissions, and auditing.
+
+### 1. Mandatory at Creation
+Linkage MUST happen at the moment of initial object creation (POST). Shell records created without an `external_person_id` are considered orphaned and may be inaccessible to the creator.
+
+### 2. Triple Linkage Scope
+The following objects require mandatory `external_person_id` linkage:
+- **Recovery Meetings** (`ae_Event`)
+- **Bulletin Board Posts** (`ae_Post`)
+- **Post Comments** (`ae_PostComment`)
+
+### 3. Implementation Patterns
+- **Buttons:** Creation buttons (e.g., "Create New Meeting") must include `external_person_id: $idaa_loc.novi_uuid` in their initial `create_ae_obj` payload.
+- **Edit Forms:** Edit components must provide robust fallbacks to `$idaa_loc.novi_uuid` for new or incomplete records, ensuring identity is captured even if the initial creation call was narrow.
+- **Identity Sync:** Along with the UUID, `full_name` and `email` should also be synced from `$idaa_loc` to provide human-readable context in notifications and admin views.
+
 ### Permission Upgrade Rule
 ```
 // RULE: Only UPGRADE to Novi-based permissions, NEVER downgrade.

src/routes/idaa/(idaa)/bb/ae_idaa_comp__post_comment_obj_id_edit.svelte

@@ -43,9 +43,13 @@ let prom_api__post_comment_obj: any = $state();
 let post_comment_form = $state({
     content: $idaa_slct.post_comment_obj?.content ?? '',
     anonymous: $idaa_slct.post_comment_obj?.anonymous ?? false,
-    external_person_id: $idaa_slct.post_comment_obj?.external_person_id ?? '',
-    full_name: $idaa_slct.post_comment_obj?.full_name ?? '',
-    email: $idaa_slct.post_comment_obj?.email ?? '',
+    external_person_id:
+        $idaa_slct.post_comment_obj?.external_person_id ||
+        $idaa_loc.novi_uuid ||
+        '',
+    full_name:
+        $idaa_slct.post_comment_obj?.full_name || $idaa_loc.novi_full_name || '',
+    email: $idaa_slct.post_comment_obj?.email || $idaa_loc.novi_email || '',
     enable: $idaa_slct.post_comment_obj?.enable ?? true,
     hide: $idaa_slct.post_comment_obj?.hide ?? false,
     priority: $idaa_slct.post_comment_obj?.priority ?? false,
@@ -94,10 +98,29 @@ async function handle_submit_form(event: any) {
     // SVELTE 5: Map values from local form state to payload
     post_comment_do['content'] = content_new_html;
     post_comment_do['anonymous'] = post_comment_form.anonymous;
-    post_comment_do['external_person_id'] =
-        post_comment_form.external_person_id;
-    post_comment_do['full_name'] = post_comment_form.full_name;
-    post_comment_do['email'] = post_comment_form.email;
+
+    // Robust scavenging of identity from storage if form state is missing it
+    let novi_uuid = post_comment_form.external_person_id;
+    let novi_full_name = post_comment_form.full_name;
+    let novi_email = post_comment_form.email;
+
+    if (!novi_uuid && typeof localStorage !== 'undefined') {
+        try {
+            const ls_val = localStorage.getItem('ae_idaa_loc');
+            if (ls_val) {
+                const ls_json = JSON.parse(ls_val);
+                novi_uuid = ls_json.novi_uuid;
+                novi_full_name = ls_json.novi_full_name;
+                novi_email = ls_json.novi_email;
+            }
+        } catch (e) {
+            /* ignore */
+        }
+    }
+
+    post_comment_do['external_person_id'] = novi_uuid;
+    post_comment_do['full_name'] = novi_full_name;
+    post_comment_do['email'] = novi_email;
     post_comment_do['notify'] = post_comment_di.notify ?? true; // Default to true if not found
 
     post_comment_do['hide'] = post_comment_form.hide;

src/routes/idaa/(idaa)/bb/ae_idaa_comp__post_obj_id_edit.svelte

@@ -891,7 +891,7 @@ $effect(() => {
                             name="external_person_id"
                             value={$idaa_slct.post_obj?.external_person_id
                                 ? $idaa_slct.post_obj?.external_person_id
-                                : ''}
+                                : ($idaa_loc.novi_uuid ?? '')}
                             readonly={!$ae_loc.administrator_access}
                             class="input preset-tonal-surface hover:preset-filled-surface-100-900 form-control w-96" />
                     {/if}
@@ -918,7 +918,7 @@ $effect(() => {
                         name="full_name"
                         value={$idaa_slct.post_obj?.full_name
                             ? $idaa_slct?.post_obj.full_name
-                            : $idaa_loc.novi_full_name}
+                            : ($idaa_loc.novi_full_name ?? '')}
                         readonly={!$ae_loc.trusted_access}
                         class="input preset-tonal-surface hover:preset-filled-surface-100-900 form-control w-96" />
                 </label>

src/routes/idaa/(idaa)/bb/ae_idaa_comp__post_options.svelte

@@ -183,11 +183,30 @@ let creating = $state(false); // true while create API call is in-flight
                     creating = true;
                     $idaa_slct.post_obj = {};
 
+                    // Robust scavenging of identity from storage if store is null
+                    let novi_uuid = $idaa_loc.novi_uuid;
+                    let novi_full_name = $idaa_loc.novi_full_name;
+                    let novi_email = $idaa_loc.novi_email;
+
+                    if (!novi_uuid && typeof localStorage !== 'undefined') {
+                        try {
+                            const ls_val = localStorage.getItem('ae_idaa_loc');
+                            if (ls_val) {
+                                const ls_json = JSON.parse(ls_val);
+                                novi_uuid = ls_json.novi_uuid;
+                                novi_full_name = ls_json.novi_full_name;
+                                novi_email = ls_json.novi_email;
+                            }
+                        } catch (e) {
+                            /* ignore */
+                        }
+                    }
+
                     let data_kv = {
-                        external_person_id: $idaa_loc.novi_uuid,
+                        external_person_id: novi_uuid,
                         title: '',
-                        full_name: $idaa_loc.novi_full_name,
-                        email: $idaa_loc.novi_email,
+                        full_name: novi_full_name,
+                        email: novi_email,
                         enable: true
                     };
                     if (log_lvl) {

src/routes/idaa/(idaa)/recovery_meetings/ae_idaa_comp__event_obj_qry.svelte

@@ -446,8 +446,22 @@ function prevent_default<T extends Event>(fn: (event: T) => void) {
                         $idaa_slct.event_id = null;
                         $idaa_slct.event_obj = {};
 
+                        let novi_uuid = $idaa_loc.novi_uuid;
+                        if (!novi_uuid && typeof localStorage !== 'undefined') {
+                            try {
+                                const ls_val = localStorage.getItem('ae_idaa_loc');
+                                if (ls_val) {
+                                    const ls_json = JSON.parse(ls_val);
+                                    novi_uuid = ls_json.novi_uuid;
+                                }
+                            } catch (e) {
+                                // Ignore storage errors
+                            }
+                        }
+
                         let data_kv = {
-                            name: 'Change NEW Recovery Meeting Name'
+                            name: 'Change NEW Recovery Meeting Name',
+                            external_person_id: novi_uuid
                         };
                         if (log_lvl) {
                             console.log(

tests/idaa_recovery_meeting_edit.test.ts

@@ -67,6 +67,7 @@ const mock_event = {
  */
 function build_idaa_loc_defaults(opts: { edit_event_obj?: boolean } = {}) {
     return {
+        __version: 1, // MUST MATCH IDAA_LOC_VERSION in store_versions.ts
         ver: '2024-08-21_1646',
         ver_idb: '2024-08-21_1645',
         novi_uuid: TEST_NOVI_UUID,
@@ -111,6 +112,7 @@ async function setup_idaa_auth(page: any) {
                 trusted_access: true,
                 administrator_access: false,
                 access_type: 'trusted',
+                edit_mode: true,
                 iframe: false,
                 // Pre-seed the timezone list so the component renders <select required>
                 // with a real value rather than the fallback <input required value="">.
@@ -1033,3 +1035,48 @@ test.describe('IDAA Recovery Meetings — Field Save Payload Verification', () =
     });
 
 });
+
+// =============================================================================
+// Creation and Identity Linkage Tests
+// Verifies that new meetings are correctly linked to the creating member's Novi ID.
+// =============================================================================
+
+test.describe('IDAA Recovery Meetings — Creation and Identity', () => {
+
+    test.beforeEach(async ({ page }) => {
+        page.on('pageerror', (err: Error) =>
+            console.error(`BROWSER ERROR: ${err.message}`)
+        );
+        await setup_idaa_auth(page);
+        await setup_api_mocks(page, TEST_EVENT_ID);
+    });
+
+    test('creating a new meeting sends external_person_id in POST payload', async ({ page }) => {
+        // 1. Start at the meeting list page
+        await page.goto('/idaa/recovery_meetings');
+
+        // 2. Click "Create New Meeting" button
+        // The component uses window.confirm() — we must handle the dialog
+        page.on('dialog', dialog => dialog.accept());
+
+        // Track API calls to capture the POST request (Creation, NOT search)
+        const post_promise = page.waitForRequest(
+            (req: any) =>
+                req.url().includes('/v3/crud/event') &&
+                !req.url().includes('search') &&
+                req.method() === 'POST',
+            { timeout: 5000 }
+        );
+
+        await page.getByRole('button', { name: /Create New Meeting/ }).click();
+
+        // 3. Capture and verify the POST body
+        const post_req = await post_promise;
+        const post_body = JSON.parse(post_req.postData() ?? '{}');
+
+        expect(post_body.external_person_id, 'external_person_id in POST body').toBe(TEST_NOVI_UUID);
+        expect(post_body.name, 'default meeting name').toContain('Recovery Meeting Name');
+    });
+
+});
+