fix: complete story 1.9 seed defaults

Seed system reference values, readiness required-field rules, and overdue milestone escalation defaults during application startup.

Add idempotent seed-key storage with source metadata so reruns avoid duplicates and preserve admin-managed values. Replace the corrupted seed test file with coverage for first seed, persistence, idempotency, FR29 readiness scope, FR30 escalation defaults, and admin override preservation.

.gitignore

@@ -23,3 +23,4 @@ Dockerfile
 docker-compose.yml
 Campaign_Tracker.Server/audit-logs/
 Campaign_Tracker.Server/legacy-schema-history.jsonl
+Campaign_Tracker.Server/seed-data.json

Campaign_Tracker.Server.Tests/SeedServiceTests.cs

@@ -1 +1,151 @@
-[<0;40;40M[<0;40;40m[<64;67;37M[<64;67;37M[<64;67;37M[<64;67;37M[<65;67;37M[<65;67;37M[<65;67;37M[<65;67;37M[<65;67;37M[<65;67;37M[<65;68;37M[<65;76;38M[<65;107;40M[<65;107;40M[<65;107;40M[<0;108;41M[<0;108;41m[<65;118;35M[<65;118;35M[<65;118;35M[<65;118;35M[<64;118;35M[<64;118;35M[<64;118;35M[<64;118;35M[<64;118;35M
+using Campaign_Tracker.Server.Seed;
+using Campaign_Tracker.Server.Seed.Models;
+
+namespace Campaign_Tracker.Server.Tests;
+
+public sealed class SeedServiceTests
+{
+    private static readonly DateTimeOffset FixedNow =
+        new(2026, 5, 6, 12, 0, 0, TimeSpan.Zero);
+
+    [Fact]
+    public async Task IsSeededAsync_ReportsFalseBeforeSeedAndTrueAfterSeed_AC1_AC4()
+    {
+        var store = new InMemorySeedDataStore();
+        var sut = BuildSut(store);
+
+        Assert.False(await sut.IsSeededAsync());
+
+        await sut.SeedAsync();
+
+        Assert.True(await sut.IsSeededAsync());
+    }
+
+    [Fact]
+    public async Task SeedAsync_PopulatesReferenceValuesRequiredRulesAndEscalationDefaults_AC1_AC2_AC3()
+    {
+        var store = new InMemorySeedDataStore();
+        var sut = BuildSut(store);
+
+        await sut.SeedAsync();
+
+        var referenceValues = await store.GetReferenceValuesAsync();
+        var requiredRules = await store.GetRequiredFieldRulesAsync();
+        var escalationRules = await store.GetEscalationRulesAsync();
+
+        Assert.Contains(referenceValues, value =>
+            value.Category == "OperationalStatus" && value.Value == "blocked");
+        Assert.Contains(referenceValues, value =>
+            value.Category == "ServiceTemplate" && value.Value == "transportation");
+        Assert.Contains(referenceValues, value =>
+            value.Category == "ElectionCycleType" && value.Value == "general");
+
+        Assert.Contains(requiredRules, rule =>
+            rule.EntityType == "ElectionCycleJob" &&
+            rule.FieldPath == "electionDate" &&
+            rule.ReadinessFeatureKey == "FR29.ReadinessStatus" &&
+            rule.IsRequired);
+
+        Assert.Contains(escalationRules, rule =>
+            rule.Scenario == "OverdueMilestoneAlert" &&
+            rule.Action == "NotifyOperationsLead" &&
+            rule.TriggerCondition.Contains("dueDate", StringComparison.OrdinalIgnoreCase));
+    }
+
+    [Fact]
+    public async Task SeedAsync_IsFullyIdempotentAndCreatesNoDuplicateSeedKeys_AC4()
+    {
+        var store = new InMemorySeedDataStore();
+        var sut = BuildSut(store);
+
+        await sut.SeedAsync();
+        await sut.SeedAsync();
+
+        var referenceValues = await store.GetReferenceValuesAsync();
+        var requiredRules = await store.GetRequiredFieldRulesAsync();
+        var escalationRules = await store.GetEscalationRulesAsync();
+
+        Assert.Equal(referenceValues.Count, referenceValues.Select(value => value.SeedKey).Distinct(StringComparer.OrdinalIgnoreCase).Count());
+        Assert.Equal(requiredRules.Count, requiredRules.Select(rule => rule.SeedKey).Distinct(StringComparer.OrdinalIgnoreCase).Count());
+        Assert.Equal(escalationRules.Count, escalationRules.Select(rule => rule.SeedKey).Distinct(StringComparer.OrdinalIgnoreCase).Count());
+    }
+
+    [Fact]
+    public async Task SeedAsync_DoesNotOverwriteAdminManagedValuesOnRerun_AC5()
+    {
+        var store = new InMemorySeedDataStore();
+        var sut = BuildSut(store);
+
+        await sut.SeedAsync();
+        var template = (await store.GetReferenceValuesAsync())
+            .Single(value => value.SeedKey == "service-template.addressing");
+        template.Name = "Custom Addressing Template";
+        template.Value = "custom-addressing";
+        template.Source = SeedRecordSource.AdminManaged;
+        template.UpdatedAt = FixedNow.AddHours(1);
+        await store.SaveReferenceValueAsync(template);
+
+        await sut.SeedAsync();
+
+        var persisted = (await store.GetReferenceValuesAsync())
+            .Single(value => value.SeedKey == "service-template.addressing");
+        Assert.Equal("Custom Addressing Template", persisted.Name);
+        Assert.Equal("custom-addressing", persisted.Value);
+        Assert.Equal(SeedRecordSource.AdminManaged, persisted.Source);
+        Assert.Equal(FixedNow.AddHours(1), persisted.UpdatedAt);
+    }
+
+    [Fact]
+    public async Task RequiredFieldRules_AreScopedForEpicTwoReadinessEvaluation_AC2()
+    {
+        var store = new InMemorySeedDataStore();
+        var sut = BuildSut(store);
+
+        await sut.SeedAsync();
+
+        var rules = await store.GetRequiredFieldRulesAsync();
+
+        Assert.All(rules, rule =>
+        {
+            Assert.Equal("ElectionCycleJob", rule.EntityType);
+            Assert.Equal("FR29.ReadinessStatus", rule.ReadinessFeatureKey);
+            Assert.False(string.IsNullOrWhiteSpace(rule.FieldPath));
+        });
+        Assert.Contains(rules, rule => rule.FieldPath == "mailDate");
+        Assert.Contains(rules, rule => rule.FieldPath == "legacyJurisdictionJCode");
+    }
+
+    [Fact]
+    public async Task FileSeedDataStore_PersistsSeededDefaultsAcrossInstances_AC1()
+    {
+        var path = Path.Combine(Path.GetTempPath(), $"campaign-tracker-seed-{Guid.NewGuid():N}.json");
+        try
+        {
+            var firstStore = new FileSeedDataStore(path);
+            var firstService = BuildSut(firstStore);
+            await firstService.SeedAsync();
+
+            var secondStore = new FileSeedDataStore(path);
+            var secondService = BuildSut(secondStore);
+
+            Assert.True(await secondService.IsSeededAsync());
+            Assert.Contains(await secondStore.GetEscalationRulesAsync(), rule =>
+                rule.SeedKey == "escalation.overdue-milestone.operations-lead");
+        }
+        finally
+        {
+            if (File.Exists(path))
+            {
+                File.Delete(path);
+            }
+        }
+    }
+
+    private static SeedService BuildSut(ISeedDataStore store) =>
+        new(store, new FakeTimeProvider(FixedNow));
+
+    private sealed class FakeTimeProvider(DateTimeOffset utcNow) : TimeProvider
+    {
+        public override DateTimeOffset GetUtcNow() => utcNow;
+    }
+}

Campaign_Tracker.Server/Program.cs

@@ -7,6 +7,7 @@ using Campaign_Tracker.Server.Configuration;
 using Campaign_Tracker.Server.ExtensionData;
 using Campaign_Tracker.Server.LegacyData;
 using Campaign_Tracker.Server.LegacyData.Schema;
+using Campaign_Tracker.Server.Seed;
 using Microsoft.AspNetCore.Authentication.JwtBearer;
 using Microsoft.AspNetCore.Authorization;
 using Microsoft.AspNetCore.Authorization.Policy;
@@ -103,6 +104,16 @@ builder.Services.AddSingleton<ILegacySchemaCompatibilityCheck>(sp =>
 builder.Services.AddSingleton<ILegacySchemaCheckHistory>(_ =>
     new FileLegacySchemaCheckHistory(Path.GetFullPath(schemaHistoryPath)));
 
+// System reference data and rule defaults (Story 1.9).
+// Seed keys are stable idempotency boundaries; reruns insert missing defaults
+// without overwriting admin-managed changes to existing values.
+var seedDataPath = builder.Configuration["Seed:DataFile"]
+    ?? Path.Combine(builder.Environment.ContentRootPath, "seed-data.json");
+builder.Services.AddSingleton<ISeedDataStore>(_ =>
+    new FileSeedDataStore(Path.GetFullPath(seedDataPath)));
+builder.Services.AddSingleton<ISeedService, SeedService>();
+builder.Services.AddHostedService<SeedHostedService>();
+
 builder.Services.AddHttpClient<IKeycloakTokenClient, KeycloakTokenClient>();
 builder.Services.AddSingleton<IAuthorizationMiddlewareResultHandler, AuthorizationAuditResultHandler>();
 

Campaign_Tracker.Server/Seed/FileSeedDataStore.cs

@@ -0,0 +1,178 @@
+using System.Collections.Concurrent;
+using System.Text.Json;
+using System.Text.Json.Serialization;
+using Campaign_Tracker.Server.Seed.Models;
+
+namespace Campaign_Tracker.Server.Seed;
+
+public sealed class FileSeedDataStore : ISeedDataStore
+{
+    private static readonly ConcurrentDictionary<string, SemaphoreSlim> FileLocks = new(
+        StringComparer.OrdinalIgnoreCase);
+
+    private static readonly JsonSerializerOptions SerializerOptions = new(JsonSerializerDefaults.Web)
+    {
+        WriteIndented = true,
+        Converters = { new JsonStringEnumConverter() },
+    };
+
+    private readonly string _path;
+    private readonly SemaphoreSlim _sync;
+
+    public FileSeedDataStore(string path)
+    {
+        ArgumentException.ThrowIfNullOrWhiteSpace(path);
+        _path = Path.GetFullPath(path);
+        _sync = FileLocks.GetOrAdd(_path, _ => new SemaphoreSlim(1, 1));
+    }
+
+    public async Task UpsertSeedDataAsync(SeedDataSet seedData, CancellationToken cancellationToken = default)
+    {
+        await _sync.WaitAsync(cancellationToken);
+        try
+        {
+            var snapshot = await LoadAsync(cancellationToken);
+            InMemorySeedDataStore.UpsertMissing(
+                snapshot.ReferenceValues, seedData.ReferenceValues, InMemorySeedDataStore.Clone);
+            InMemorySeedDataStore.UpsertMissing(
+                snapshot.RequiredFieldRules, seedData.RequiredFieldRules, InMemorySeedDataStore.Clone);
+            InMemorySeedDataStore.UpsertMissing(
+                snapshot.EscalationRules, seedData.EscalationRules, InMemorySeedDataStore.Clone);
+            await SaveAsync(snapshot, cancellationToken);
+        }
+        finally
+        {
+            _sync.Release();
+        }
+    }
+
+    public async Task<IReadOnlyList<ReferenceValue>> GetReferenceValuesAsync(CancellationToken cancellationToken = default)
+    {
+        await _sync.WaitAsync(cancellationToken);
+        try
+        {
+            var snapshot = await LoadAsync(cancellationToken);
+            return snapshot.ReferenceValues.Select(InMemorySeedDataStore.Clone).ToArray();
+        }
+        finally
+        {
+            _sync.Release();
+        }
+    }
+
+    public async Task<IReadOnlyList<RequiredFieldRule>> GetRequiredFieldRulesAsync(CancellationToken cancellationToken = default)
+    {
+        await _sync.WaitAsync(cancellationToken);
+        try
+        {
+            var snapshot = await LoadAsync(cancellationToken);
+            return snapshot.RequiredFieldRules.Select(InMemorySeedDataStore.Clone).ToArray();
+        }
+        finally
+        {
+            _sync.Release();
+        }
+    }
+
+    public async Task<IReadOnlyList<EscalationRule>> GetEscalationRulesAsync(CancellationToken cancellationToken = default)
+    {
+        await _sync.WaitAsync(cancellationToken);
+        try
+        {
+            var snapshot = await LoadAsync(cancellationToken);
+            return snapshot.EscalationRules.Select(InMemorySeedDataStore.Clone).ToArray();
+        }
+        finally
+        {
+            _sync.Release();
+        }
+    }
+
+    public async Task SaveReferenceValueAsync(
+        ReferenceValue referenceValue,
+        CancellationToken cancellationToken = default)
+    {
+        await _sync.WaitAsync(cancellationToken);
+        try
+        {
+            var snapshot = await LoadAsync(cancellationToken);
+            InMemorySeedDataStore.ReplaceBySeedKey(
+                snapshot.ReferenceValues, referenceValue, InMemorySeedDataStore.Clone);
+            await SaveAsync(snapshot, cancellationToken);
+        }
+        finally
+        {
+            _sync.Release();
+        }
+    }
+
+    public async Task SaveRequiredFieldRuleAsync(
+        RequiredFieldRule rule,
+        CancellationToken cancellationToken = default)
+    {
+        await _sync.WaitAsync(cancellationToken);
+        try
+        {
+            var snapshot = await LoadAsync(cancellationToken);
+            InMemorySeedDataStore.ReplaceBySeedKey(
+                snapshot.RequiredFieldRules, rule, InMemorySeedDataStore.Clone);
+            await SaveAsync(snapshot, cancellationToken);
+        }
+        finally
+        {
+            _sync.Release();
+        }
+    }
+
+    public async Task SaveEscalationRuleAsync(
+        EscalationRule rule,
+        CancellationToken cancellationToken = default)
+    {
+        await _sync.WaitAsync(cancellationToken);
+        try
+        {
+            var snapshot = await LoadAsync(cancellationToken);
+            InMemorySeedDataStore.ReplaceBySeedKey(
+                snapshot.EscalationRules, rule, InMemorySeedDataStore.Clone);
+            await SaveAsync(snapshot, cancellationToken);
+        }
+        finally
+        {
+            _sync.Release();
+        }
+    }
+
+    private async Task<InMemorySeedDataStore.SeedDataSnapshot> LoadAsync(CancellationToken cancellationToken)
+    {
+        if (!File.Exists(_path))
+        {
+            return new InMemorySeedDataStore.SeedDataSnapshot();
+        }
+
+        await using var stream = File.OpenRead(_path);
+        var snapshot = await JsonSerializer.DeserializeAsync<InMemorySeedDataStore.SeedDataSnapshot>(
+            stream,
+            SerializerOptions,
+            cancellationToken);
+        return snapshot ?? new InMemorySeedDataStore.SeedDataSnapshot();
+    }
+
+    private async Task SaveAsync(
+        InMemorySeedDataStore.SeedDataSnapshot snapshot,
+        CancellationToken cancellationToken)
+    {
+        var directory = Path.GetDirectoryName(_path);
+        if (!string.IsNullOrWhiteSpace(directory))
+        {
+            Directory.CreateDirectory(directory);
+        }
+
+        var tempPath = $"{_path}.{Guid.NewGuid():N}.tmp";
+        await using (var stream = File.Create(tempPath))
+        {
+            await JsonSerializer.SerializeAsync(stream, snapshot, SerializerOptions, cancellationToken);
+        }
+
+        File.Move(tempPath, _path, overwrite: true);
+    }
+}

Campaign_Tracker.Server/Seed/ISeedDataStore.cs

@@ -0,0 +1,14 @@
+using Campaign_Tracker.Server.Seed.Models;
+
+namespace Campaign_Tracker.Server.Seed;
+
+public interface ISeedDataStore
+{
+    Task UpsertSeedDataAsync(SeedDataSet seedData, CancellationToken cancellationToken = default);
+    Task<IReadOnlyList<ReferenceValue>> GetReferenceValuesAsync(CancellationToken cancellationToken = default);
+    Task<IReadOnlyList<RequiredFieldRule>> GetRequiredFieldRulesAsync(CancellationToken cancellationToken = default);
+    Task<IReadOnlyList<EscalationRule>> GetEscalationRulesAsync(CancellationToken cancellationToken = default);
+    Task SaveReferenceValueAsync(ReferenceValue referenceValue, CancellationToken cancellationToken = default);
+    Task SaveRequiredFieldRuleAsync(RequiredFieldRule rule, CancellationToken cancellationToken = default);
+    Task SaveEscalationRuleAsync(EscalationRule rule, CancellationToken cancellationToken = default);
+}

Campaign_Tracker.Server/Seed/ISeedService.cs

@@ -4,6 +4,6 @@ namespace Campaign_Tracker.Server.Seed;
 
 public interface ISeedService
 {
-    Task SeedAsync();
-    Task<bool> IsSeededAsync();
+    Task SeedAsync(CancellationToken cancellationToken = default);
+    Task<bool> IsSeededAsync(CancellationToken cancellationToken = default);
 }

Campaign_Tracker.Server/Seed/InMemorySeedDataStore.cs

@@ -0,0 +1,195 @@
+using Campaign_Tracker.Server.Seed.Models;
+
+namespace Campaign_Tracker.Server.Seed;
+
+public sealed class InMemorySeedDataStore : ISeedDataStore
+{
+    private readonly object _sync = new();
+    private readonly SeedDataSnapshot _snapshot = new();
+
+    public Task UpsertSeedDataAsync(SeedDataSet seedData, CancellationToken cancellationToken = default)
+    {
+        cancellationToken.ThrowIfCancellationRequested();
+
+        lock (_sync)
+        {
+            UpsertMissing(_snapshot.ReferenceValues, seedData.ReferenceValues, Clone);
+            UpsertMissing(_snapshot.RequiredFieldRules, seedData.RequiredFieldRules, Clone);
+            UpsertMissing(_snapshot.EscalationRules, seedData.EscalationRules, Clone);
+        }
+
+        return Task.CompletedTask;
+    }
+
+    public Task<IReadOnlyList<ReferenceValue>> GetReferenceValuesAsync(CancellationToken cancellationToken = default)
+    {
+        cancellationToken.ThrowIfCancellationRequested();
+
+        lock (_sync)
+        {
+            return Task.FromResult<IReadOnlyList<ReferenceValue>>(
+                _snapshot.ReferenceValues.Select(Clone).ToArray());
+        }
+    }
+
+    public Task<IReadOnlyList<RequiredFieldRule>> GetRequiredFieldRulesAsync(CancellationToken cancellationToken = default)
+    {
+        cancellationToken.ThrowIfCancellationRequested();
+
+        lock (_sync)
+        {
+            return Task.FromResult<IReadOnlyList<RequiredFieldRule>>(
+                _snapshot.RequiredFieldRules.Select(Clone).ToArray());
+        }
+    }
+
+    public Task<IReadOnlyList<EscalationRule>> GetEscalationRulesAsync(CancellationToken cancellationToken = default)
+    {
+        cancellationToken.ThrowIfCancellationRequested();
+
+        lock (_sync)
+        {
+            return Task.FromResult<IReadOnlyList<EscalationRule>>(
+                _snapshot.EscalationRules.Select(Clone).ToArray());
+        }
+    }
+
+    public Task SaveReferenceValueAsync(ReferenceValue referenceValue, CancellationToken cancellationToken = default)
+    {
+        cancellationToken.ThrowIfCancellationRequested();
+
+        lock (_sync)
+        {
+            ReplaceBySeedKey(_snapshot.ReferenceValues, referenceValue, Clone);
+        }
+
+        return Task.CompletedTask;
+    }
+
+    public Task SaveRequiredFieldRuleAsync(RequiredFieldRule rule, CancellationToken cancellationToken = default)
+    {
+        cancellationToken.ThrowIfCancellationRequested();
+
+        lock (_sync)
+        {
+            ReplaceBySeedKey(_snapshot.RequiredFieldRules, rule, Clone);
+        }
+
+        return Task.CompletedTask;
+    }
+
+    public Task SaveEscalationRuleAsync(EscalationRule rule, CancellationToken cancellationToken = default)
+    {
+        cancellationToken.ThrowIfCancellationRequested();
+
+        lock (_sync)
+        {
+            ReplaceBySeedKey(_snapshot.EscalationRules, rule, Clone);
+        }
+
+        return Task.CompletedTask;
+    }
+
+    internal static void UpsertMissing<T>(
+        List<T> target,
+        IEnumerable<T> defaults,
+        Func<T, T> clone)
+        where T : class
+    {
+        foreach (var item in defaults)
+        {
+            var key = GetSeedKey(item);
+            if (target.Any(existing => SameSeedKey(GetSeedKey(existing), key)))
+            {
+                continue;
+            }
+
+            target.Add(clone(item));
+        }
+    }
+
+    internal static void ReplaceBySeedKey<T>(
+        List<T> target,
+        T item,
+        Func<T, T> clone)
+        where T : class
+    {
+        var key = GetSeedKey(item);
+        var existingIndex = target.FindIndex(existing => SameSeedKey(GetSeedKey(existing), key));
+        if (existingIndex >= 0)
+        {
+            target[existingIndex] = clone(item);
+        }
+        else
+        {
+            target.Add(clone(item));
+        }
+    }
+
+    internal static ReferenceValue Clone(ReferenceValue value) => new()
+    {
+        Id = value.Id,
+        SeedKey = value.SeedKey,
+        Category = value.Category,
+        Name = value.Name,
+        Description = value.Description,
+        Value = value.Value,
+        Source = value.Source,
+        IsActive = value.IsActive,
+        CreatedAt = value.CreatedAt,
+        UpdatedAt = value.UpdatedAt,
+    };
+
+    internal static RequiredFieldRule Clone(RequiredFieldRule rule) => new()
+    {
+        Id = rule.Id,
+        SeedKey = rule.SeedKey,
+        Name = rule.Name,
+        Description = rule.Description,
+        EntityType = rule.EntityType,
+        FieldPath = rule.FieldPath,
+        ReadinessFeatureKey = rule.ReadinessFeatureKey,
+        IsRequired = rule.IsRequired,
+        Source = rule.Source,
+        IsActive = rule.IsActive,
+        CreatedAt = rule.CreatedAt,
+        UpdatedAt = rule.UpdatedAt,
+    };
+
+    internal static EscalationRule Clone(EscalationRule rule) => new()
+    {
+        Id = rule.Id,
+        SeedKey = rule.SeedKey,
+        Name = rule.Name,
+        Description = rule.Description,
+        Scenario = rule.Scenario,
+        TriggerCondition = rule.TriggerCondition,
+        Action = rule.Action,
+        MilestoneBasis = rule.MilestoneBasis,
+        AlertWindow = rule.AlertWindow,
+        Priority = rule.Priority,
+        Source = rule.Source,
+        IsActive = rule.IsActive,
+        CreatedAt = rule.CreatedAt,
+        UpdatedAt = rule.UpdatedAt,
+    };
+
+    private static string GetSeedKey<T>(T item) where T : class =>
+        item switch
+        {
+            ReferenceValue value => value.SeedKey,
+            RequiredFieldRule rule => rule.SeedKey,
+            EscalationRule rule => rule.SeedKey,
+            _ => throw new InvalidOperationException($"Unsupported seed item type {typeof(T).Name}."),
+        };
+
+    private static bool SameSeedKey(string left, string right) =>
+        string.Equals(left, right, StringComparison.OrdinalIgnoreCase);
+
+    internal sealed class SeedDataSnapshot
+    {
+        public List<ReferenceValue> ReferenceValues { get; init; } = [];
+        public List<RequiredFieldRule> RequiredFieldRules { get; init; } = [];
+        public List<EscalationRule> EscalationRules { get; init; } = [];
+    }
+}

Campaign_Tracker.Server/Seed/Models/EscalationRule.cs

@@ -5,27 +5,44 @@ namespace Campaign_Tracker.Server.Seed.Models;
 public class EscalationRule
 {
     public int Id { get; set; }
-    
+
+    [Required]
+    [StringLength(160)]
+    public string SeedKey { get; set; } = string.Empty;
+
     [Required]
     [StringLength(100)]
     public string Name { get; set; } = string.Empty;
-    
+
     [StringLength(500)]
     public string Description { get; set; } = string.Empty;
-    
+
+    [Required]
+    [StringLength(100)]
+    public string Scenario { get; set; } = string.Empty;
+
     [Required]
     [StringLength(200)]
     public string TriggerCondition { get; set; } = string.Empty;
-    
+
     [Required]
     [StringLength(200)]
     public string Action { get; set; } = string.Empty;
-    
+
+    [Required]
+    [StringLength(100)]
+    public string MilestoneBasis { get; set; } = string.Empty;
+
+    public TimeSpan AlertWindow { get; set; }
+
+    [Range(1, int.MaxValue)]
     public int Priority { get; set; } = 1;
-    
+
+    public SeedRecordSource Source { get; set; } = SeedRecordSource.SystemSeed;
+
     public bool IsActive { get; set; } = true;
-    
-    public DateTime CreatedAt { get; set; } = DateTime.UtcNow;
-    
-    public DateTime UpdatedAt { get; set; } = DateTime.UtcNow;
+
+    public DateTimeOffset CreatedAt { get; set; }
+
+    public DateTimeOffset UpdatedAt { get; set; }
 }

Campaign_Tracker.Server/Seed/Models/ReferenceValue.cs

@@ -5,19 +5,31 @@ namespace Campaign_Tracker.Server.Seed.Models;
 public class ReferenceValue
 {
     public int Id { get; set; }
-    
+
+    [Required]
+    [StringLength(160)]
+    public string SeedKey { get; set; } = string.Empty;
+
+    [Required]
+    [StringLength(100)]
+    public string Category { get; set; } = string.Empty;
+
     [Required]
     [StringLength(100)]
     public string Name { get; set; } = string.Empty;
-    
+
     [StringLength(500)]
     public string Description { get; set; } = string.Empty;
-    
+
+    [Required]
+    [StringLength(200)]
     public string Value { get; set; } = string.Empty;
-    
+
+    public SeedRecordSource Source { get; set; } = SeedRecordSource.SystemSeed;
+
     public bool IsActive { get; set; } = true;
-    
-    public DateTime CreatedAt { get; set; } = DateTime.UtcNow;
-    
-    public DateTime UpdatedAt { get; set; } = DateTime.UtcNow;
+
+    public DateTimeOffset CreatedAt { get; set; }
+
+    public DateTimeOffset UpdatedAt { get; set; }
 }

Campaign_Tracker.Server/Seed/Models/RequiredFieldRule.cs

@@ -5,23 +5,37 @@ namespace Campaign_Tracker.Server.Seed.Models;
 public class RequiredFieldRule
 {
     public int Id { get; set; }
-    
+
+    [Required]
+    [StringLength(160)]
+    public string SeedKey { get; set; } = string.Empty;
+
     [Required]
     [StringLength(100)]
     public string Name { get; set; } = string.Empty;
-    
+
     [StringLength(500)]
     public string Description { get; set; } = string.Empty;
-    
+
+    [Required]
+    [StringLength(100)]
+    public string EntityType { get; set; } = string.Empty;
+
     [Required]
     [StringLength(200)]
     public string FieldPath { get; set; } = string.Empty;
-    
+
+    [Required]
+    [StringLength(120)]
+    public string ReadinessFeatureKey { get; set; } = string.Empty;
+
     public bool IsRequired { get; set; } = true;
-    
+
+    public SeedRecordSource Source { get; set; } = SeedRecordSource.SystemSeed;
+
     public bool IsActive { get; set; } = true;
-    
-    public DateTime CreatedAt { get; set; } = DateTime.UtcNow;
-    
-    public DateTime UpdatedAt { get; set; } = DateTime.UtcNow;
+
+    public DateTimeOffset CreatedAt { get; set; }
+
+    public DateTimeOffset UpdatedAt { get; set; }
 }

Campaign_Tracker.Server/Seed/Models/SeedRecordSource.cs

@@ -0,0 +1,7 @@
+namespace Campaign_Tracker.Server.Seed.Models;
+
+public enum SeedRecordSource
+{
+    SystemSeed = 0,
+    AdminManaged = 1,
+}

Campaign_Tracker.Server/Seed/README.md

@@ -2,28 +2,28 @@
 
 This directory contains the seed service implementation for Story 1.9: "Seed System Reference Values & Rule Defaults".
 
-## Implementation Plan
+## Implementation
 
-The seed service will:
+The seed service:
 
-1. **Seed Reference Values**
+1. **Seeds Reference Values**
    - Operational status values
    - Service template defaults
    - Extension-layer reference values
 
-2. **Configure Required-Field Rules**
+2. **Configures Required-Field Rules**
    - Default readiness fields for election-cycle jobs
-   - Evaluation capability for Epic 2's readiness status feature
+   - Evaluator-facing entity scope and FR29 readiness feature keys
 
-3. **Set Up Escalation Rule Defaults**
+3. **Sets Up Escalation Rule Defaults**
    - Default rules covering overdue milestone alert scenarios
    - FR30 compliance
 
-4. **Ensure Idempotency**
-   - Seed operation is fully idempotent
-   - No duplicate records on multiple runs
+4. **Ensures Idempotency**
+   - Seed keys are stable idempotency boundaries
+   - Existing records are not overwritten on rerun
 
-5. **Maintain Separation**
+5. **Maintains Separation**
    - Admin-managed values persist independently
    - Seed does not overwrite admin changes
 
@@ -31,12 +31,14 @@ The seed service will:
 
 - `ISeedService.cs` - Interface defining seed service contract
 - `SeedService.cs` - Implementation of seed service
+- `ISeedDataStore.cs` - Store abstraction for reference values and rule defaults
+- `FileSeedDataStore.cs` - Durable JSON-backed store used by the application
+- `InMemorySeedDataStore.cs` - Test-friendly in-memory store with the same idempotency behavior
+- `SeedHostedService.cs` - Runs seeding during application startup
 
 ## Implementation Notes
 
-In a complete implementation, this service would:
-- Interact with a database context
-- Check if seeding has already occurred
-- Create seed data with proper constraints
-- Handle idempotent operations
-- Be registered in the DI container
+The current application does not yet have a relational extension database context,
+so Story 1.9 persists seed data through the same application-layer pattern used by
+earlier Epic 1 infrastructure: a DI-registered durable store. When a database
+context is introduced, `ISeedDataStore` is the replacement boundary.

Campaign_Tracker.Server/Seed/SeedDataSet.cs

@@ -0,0 +1,10 @@
+using Campaign_Tracker.Server.Seed.Models;
+
+namespace Campaign_Tracker.Server.Seed;
+
+public sealed class SeedDataSet
+{
+    public IReadOnlyList<ReferenceValue> ReferenceValues { get; init; } = [];
+    public IReadOnlyList<RequiredFieldRule> RequiredFieldRules { get; init; } = [];
+    public IReadOnlyList<EscalationRule> EscalationRules { get; init; } = [];
+}

Campaign_Tracker.Server/Seed/SeedHostedService.cs

@@ -0,0 +1,25 @@
+namespace Campaign_Tracker.Server.Seed;
+
+public sealed class SeedHostedService : IHostedService
+{
+    private readonly IServiceScopeFactory _scopeFactory;
+    private readonly ILogger<SeedHostedService> _logger;
+
+    public SeedHostedService(
+        IServiceScopeFactory scopeFactory,
+        ILogger<SeedHostedService> logger)
+    {
+        _scopeFactory = scopeFactory;
+        _logger = logger;
+    }
+
+    public async Task StartAsync(CancellationToken cancellationToken)
+    {
+        using var scope = _scopeFactory.CreateScope();
+        var seedService = scope.ServiceProvider.GetRequiredService<ISeedService>();
+        await seedService.SeedAsync(cancellationToken);
+        _logger.LogInformation("System reference values and rule defaults are seeded.");
+    }
+
+    public Task StopAsync(CancellationToken cancellationToken) => Task.CompletedTask;
+}

Campaign_Tracker.Server/Seed/SeedService.cs

@@ -1,26 +1,176 @@
-using System.Threading.Tasks;
+using Campaign_Tracker.Server.Seed.Models;
 
 namespace Campaign_Tracker.Server.Seed;
 
-public class SeedService : ISeedService
+public sealed class SeedService : ISeedService
 {
-    public Task SeedAsync()
+    internal const string ElectionCycleJobEntityType = "ElectionCycleJob";
+    internal const string ReadinessFeatureKey = "FR29.ReadinessStatus";
+    internal const string OverdueMilestoneScenario = "OverdueMilestoneAlert";
+
+    private static readonly string[] ExpectedReferenceSeedKeys =
+    [
+        "operational-status.not-started",
+        "operational-status.in-progress",
+        "operational-status.blocked",
+        "operational-status.complete",
+        "service-template.addressing",
+        "service-template.sorting",
+        "service-template.transportation",
+        "service-template.office-copy",
+        "extension-reference.election-cycle.primary",
+        "extension-reference.election-cycle.general",
+        "extension-reference.mail-class.first-class",
+        "extension-reference.mail-class.standard",
+    ];
+
+    private static readonly string[] ExpectedRequiredFieldSeedKeys =
+    [
+        "required-field.election-cycle-job.municipality-profile-id",
+        "required-field.election-cycle-job.legacy-jurisdiction-j-code",
+        "required-field.election-cycle-job.election-date",
+        "required-field.election-cycle-job.mail-date",
+        "required-field.election-cycle-job.service-template",
+    ];
+
+    private static readonly string[] ExpectedEscalationSeedKeys =
+    [
+        "escalation.overdue-milestone.operations-lead",
+    ];
+
+    private readonly ISeedDataStore _store;
+    private readonly TimeProvider _timeProvider;
+
+    public SeedService(ISeedDataStore store, TimeProvider timeProvider)
+    {
+        _store = store;
+        _timeProvider = timeProvider;
+    }
+
+    public Task SeedAsync(CancellationToken cancellationToken = default) =>
+        _store.UpsertSeedDataAsync(CreateDefaults(_timeProvider.GetUtcNow()), cancellationToken);
+
+    public async Task<bool> IsSeededAsync(CancellationToken cancellationToken = default)
     {
-        // This is a placeholder implementation for Story 1.9
-        // In a real implementation, this would:
-        // 1. Check if seeding is needed
-        // 2. Create default reference values in the database
-        // 3. Set up required-field rules for election-cycle jobs
-        // 4. Configure escalation rule defaults for overdue milestone alerts
-        // 5. Ensure idempotency - no duplicates on multiple runs
-        
-        return Task.CompletedTask;
+        var referenceValues = await _store.GetReferenceValuesAsync(cancellationToken);
+        var requiredRules = await _store.GetRequiredFieldRulesAsync(cancellationToken);
+        var escalationRules = await _store.GetEscalationRulesAsync(cancellationToken);
+
+        return ContainsAll(referenceValues.Select(value => value.SeedKey), ExpectedReferenceSeedKeys)
+            && ContainsAll(requiredRules.Select(rule => rule.SeedKey), ExpectedRequiredFieldSeedKeys)
+            && ContainsAll(escalationRules.Select(rule => rule.SeedKey), ExpectedEscalationSeedKeys);
     }
 
-    public Task<bool> IsSeededAsync()
+    private static SeedDataSet CreateDefaults(DateTimeOffset now) => new()
+    {
+        ReferenceValues =
+        [
+            Reference("operational-status.not-started", "OperationalStatus", "Not Started", "not-started",
+                "Election-cycle job work has not started.", now),
+            Reference("operational-status.in-progress", "OperationalStatus", "In Progress", "in-progress",
+                "Election-cycle job work is actively in progress.", now),
+            Reference("operational-status.blocked", "OperationalStatus", "Blocked", "blocked",
+                "Election-cycle job work is blocked and needs intervention.", now),
+            Reference("operational-status.complete", "OperationalStatus", "Complete", "complete",
+                "Election-cycle job work is complete.", now),
+            Reference("service-template.addressing", "ServiceTemplate", "Addressing", "addressing",
+                "Default service template for addressing work.", now),
+            Reference("service-template.sorting", "ServiceTemplate", "Sorting", "sorting",
+                "Default service template for sorting work.", now),
+            Reference("service-template.transportation", "ServiceTemplate", "Transportation", "transportation",
+                "Default service template for transportation work.", now),
+            Reference("service-template.office-copy", "ServiceTemplate", "Office Copy", "office-copy",
+                "Default service template for office-copy work.", now),
+            Reference("extension-reference.election-cycle.primary", "ElectionCycleType", "Primary", "primary",
+                "Extension-layer election-cycle reference value for primary elections.", now),
+            Reference("extension-reference.election-cycle.general", "ElectionCycleType", "General", "general",
+                "Extension-layer election-cycle reference value for general elections.", now),
+            Reference("extension-reference.mail-class.first-class", "MailClass", "First Class", "first-class",
+                "Extension-layer mail-class reference value.", now),
+            Reference("extension-reference.mail-class.standard", "MailClass", "Standard", "standard",
+                "Extension-layer mail-class reference value.", now),
+        ],
+        RequiredFieldRules =
+        [
+            RequiredField("required-field.election-cycle-job.municipality-profile-id",
+                "Municipality Profile", "municipalityProfileId",
+                "Election-cycle jobs must be linked to a municipality profile.", now),
+            RequiredField("required-field.election-cycle-job.legacy-jurisdiction-j-code",
+                "Legacy Jurisdiction Code", "legacyJurisdictionJCode",
+                "Election-cycle jobs must keep the legacy jurisdiction bridge required by Story 1.8.", now),
+            RequiredField("required-field.election-cycle-job.election-date",
+                "Election Date", "electionDate",
+                "Election-cycle jobs need an election date before readiness can pass.", now),
+            RequiredField("required-field.election-cycle-job.mail-date",
+                "Mail Date", "mailDate",
+                "Election-cycle jobs need a planned mail date before readiness can pass.", now),
+            RequiredField("required-field.election-cycle-job.service-template",
+                "Service Template", "serviceTemplate",
+                "Election-cycle jobs need a selected service template before readiness can pass.", now),
+        ],
+        EscalationRules =
+        [
+            new()
+            {
+                SeedKey = "escalation.overdue-milestone.operations-lead",
+                Name = "Overdue Milestone Operations Lead Alert",
+                Description = "Escalates election-cycle jobs whose active milestone is overdue.",
+                Scenario = OverdueMilestoneScenario,
+                TriggerCondition = "activeMilestone.dueDate < today && job.status != 'complete'",
+                Action = "NotifyOperationsLead",
+                MilestoneBasis = "activeMilestone.dueDate",
+                AlertWindow = TimeSpan.Zero,
+                Priority = 1,
+                Source = SeedRecordSource.SystemSeed,
+                IsActive = true,
+                CreatedAt = now,
+                UpdatedAt = now,
+            },
+        ],
+    };
+
+    private static ReferenceValue Reference(
+        string seedKey,
+        string category,
+        string name,
+        string value,
+        string description,
+        DateTimeOffset now) => new()
+    {
+        SeedKey = seedKey,
+        Category = category,
+        Name = name,
+        Value = value,
+        Description = description,
+        Source = SeedRecordSource.SystemSeed,
+        IsActive = true,
+        CreatedAt = now,
+        UpdatedAt = now,
+    };
+
+    private static RequiredFieldRule RequiredField(
+        string seedKey,
+        string name,
+        string fieldPath,
+        string description,
+        DateTimeOffset now) => new()
+    {
+        SeedKey = seedKey,
+        Name = name,
+        Description = description,
+        EntityType = ElectionCycleJobEntityType,
+        FieldPath = fieldPath,
+        ReadinessFeatureKey = ReadinessFeatureKey,
+        IsRequired = true,
+        Source = SeedRecordSource.SystemSeed,
+        IsActive = true,
+        CreatedAt = now,
+        UpdatedAt = now,
+    };
+
+    private static bool ContainsAll(IEnumerable<string> actual, IEnumerable<string> expected)
     {
-        // Placeholder - in a real implementation, this would check 
-        // if the database has been seeded with reference values
-        return Task.FromResult(true);
+        var actualSet = actual.ToHashSet(StringComparer.OrdinalIgnoreCase);
+        return expected.All(actualSet.Contains);
     }
 }

_bmad-output/implementation-artifacts/1-9-seed-system-reference-values-rule-defaults.md

@@ -1,6 +1,6 @@
 # Story 1.9: Seed System Reference Values & Rule Defaults
 
-Status: ready-for-dev
+Status: done
 
 ## Story
 
@@ -18,18 +18,27 @@ so that Epics 2–5 are immediately functional without requiring administrator c
 
 ## Tasks / Subtasks
 
-- [ ] Implement story behavior in aligned backend/frontend modules (AC: #1)
-  - [ ] Add or update API/service/UI components required by the story scope
-  - [ ] Keep legacy Access entities read-only and route writes to extension-layer structures
-- [ ] Cover acceptance criteria #2 in implementation and tests (AC: #2)
-  - [ ] Add validation/error handling and UX state updates as needed
-- [ ] Cover acceptance criteria #3 in implementation and tests (AC: #3)
-  - [ ] Add validation/error handling and UX state updates as needed
-- [ ] Cover acceptance criteria #4 in implementation and tests (AC: #4)
-  - [ ] Add validation/error handling and UX state updates as needed
-- [ ] Validate and document completion evidence
-  - [ ] Verify build/tests for touched modules
-  - [ ] Capture changed files and any migration/config implications
+- [x] Implement story behavior in aligned backend/frontend modules (AC: #1)
+  - [x] Add or update API/service/UI components required by the story scope
+  - [x] Keep legacy Access entities read-only and route writes to extension-layer structures
+- [x] Cover acceptance criteria #2 in implementation and tests (AC: #2)
+  - [x] Add validation/error handling and UX state updates as needed
+- [x] Cover acceptance criteria #3 in implementation and tests (AC: #3)
+  - [x] Add validation/error handling and UX state updates as needed
+- [x] Cover acceptance criteria #4 in implementation and tests (AC: #4)
+  - [x] Add validation/error handling and UX state updates as needed
+- [x] Validate and document completion evidence
+  - [x] Verify build/tests for touched modules
+  - [x] Capture changed files and any migration/config implications
+
+### Review Findings
+
+- [x] [Review][Patch] `SeedServiceTests.cs` contains terminal escape/control bytes instead of C# and blocks the backend test project from compiling [Campaign_Tracker.Server.Tests/SeedServiceTests.cs:1]
+- [x] [Review][Patch] `SeedAsync()` is a no-op placeholder and does not populate operational statuses, service template defaults, reference values, required-field rules, or overdue escalation defaults [Campaign_Tracker.Server/Seed/SeedService.cs:7]
+- [x] [Review][Patch] `IsSeededAsync()` always returns `true`, so a fresh system can be treated as already seeded [Campaign_Tracker.Server/Seed/SeedService.cs:20]
+- [x] [Review][Patch] Seed service is not registered or invoked during application initialization, so even a completed seed implementation would not run on first startup [Campaign_Tracker.Server/Program.cs:106]
+- [x] [Review][Patch] Seed models lack immutable seed keys/source metadata needed for idempotency and for preserving admin-managed values on rerun [Campaign_Tracker.Server/Seed/Models/ReferenceValue.cs:7]
+- [x] [Review][Patch] Required-field and escalation rules are raw strings with no evaluator-facing scope or validated metadata, so Epic 2 readiness and overdue milestone alerts cannot evaluate them deterministically [Campaign_Tracker.Server/Seed/Models/RequiredFieldRule.cs:16]
 
 ## Dev Notes
 
@@ -58,13 +67,33 @@ GPT-5 Codex
 ### Debug Log References
 
 - Story generated from epic source and architecture/UX planning artifacts.
+- Code review run for Story 1.9.
+- Fixed review findings and verified with `dotnet test .\Campaign_Tracker.Server.Tests\Campaign_Tracker.Server.Tests.csproj /p:UseAppHost=false` (117 passed).
 
 ### Completion Notes List
 
-- Story context created and marked ready-for-dev.
+- Implemented startup seeding for system reference values, election-cycle readiness required-field rules, and overdue milestone escalation defaults.
+- Added stable seed keys and source metadata to support idempotency and admin-managed persistence on rerun.
+- Added durable JSON-backed seed store plus in-memory test store; JSON seed output is ignored from source control.
+- Replaced corrupted seed tests with AC-focused tests covering first seed, idempotency, persistence, FR29 rule scope, FR30 escalation defaults, and admin override preservation.
 
 ### File List
 
 - `_bmad-output/implementation-artifacts/1-9-seed-system-reference-values-rule-defaults.md`
+- `.gitignore`
+- `Campaign_Tracker.Server/Program.cs`
+- `Campaign_Tracker.Server/Seed/ISeedService.cs`
+- `Campaign_Tracker.Server/Seed/ISeedDataStore.cs`
+- `Campaign_Tracker.Server/Seed/SeedDataSet.cs`
+- `Campaign_Tracker.Server/Seed/SeedService.cs`
+- `Campaign_Tracker.Server/Seed/SeedHostedService.cs`
+- `Campaign_Tracker.Server/Seed/FileSeedDataStore.cs`
+- `Campaign_Tracker.Server/Seed/InMemorySeedDataStore.cs`
+- `Campaign_Tracker.Server/Seed/README.md`
+- `Campaign_Tracker.Server/Seed/Models/EscalationRule.cs`
+- `Campaign_Tracker.Server/Seed/Models/ReferenceValue.cs`
+- `Campaign_Tracker.Server/Seed/Models/RequiredFieldRule.cs`
+- `Campaign_Tracker.Server/Seed/Models/SeedRecordSource.cs`
+- `Campaign_Tracker.Server.Tests/SeedServiceTests.cs`
 
 

_bmad-output/implementation-artifacts/sprint-status.yaml

@@ -35,7 +35,7 @@
 # - Dev moves story to 'review', then runs code-review (fresh context, different LLM recommended)
 
 generated: '2026-05-05T12:00:44-04:00'
-last_updated: '2026-05-06T13:52:00-04:00'
+last_updated: '2026-05-06T14:41:40-04:00'
 project: 'Campaign_Tracker App'
 project_key: 'NOKEY'
 tracking_system: 'file-system'
@@ -51,7 +51,7 @@ development_status:
   1-6-legacy-anti-corruption-data-access-layer: done
   1-7-legacy-schema-compatibility-validation-gate: done
   1-8-legacy-identifier-linking-for-extension-records: done
-  1-9-seed-system-reference-values-rule-defaults: ready-for-dev
+  1-9-seed-system-reference-values-rule-defaults: done
   1-10-municipality-account-profile: ready-for-dev
   1-11-municipality-operational-addresses: ready-for-dev
   1-12-municipality-service-contacts: ready-for-dev

package-lock.json

@@ -1,7 +1,6 @@
 {
-  "name": "Campaign_Tracker App",
+  "name": "Campaign_Tracker",
   "lockfileVersion": 3,
   "requires": true,
   "packages": {}
 }
-