---
phase: 08-search-filter-and-candidate-status
verified: 2026-03-16T13:30:00Z
status: passed
score: 11/11 must-haves verified
re_verification: false
gaps: []
human_verification:
  - test: "Visually confirm StatusBadge popup menu appears and dismisses correctly"
    expected: "Clicking badge opens popup below it; clicking outside or pressing Escape closes it without changing status"
    why_human: "Cannot verify popup positioning and dismiss behavior without a browser"
  - test: "Visually confirm sticky toolbar stays fixed on scroll with items below"
    expected: "Search input and CategoryFilterDropdown remain visible at top as user scrolls through a long item list"
    why_human: "CSS sticky positioning behavior cannot be verified statically"
  - test: "Confirm filters reset when switching tabs"
    expected: "Navigating from gear tab to planning tab and back shows unfiltered items with empty search and 'All categories'"
    why_human: "Route unmount/remount behavior requires browser interaction to confirm"
---

# Phase 8: Search, Filter, and Candidate Status Verification Report

**Phase Goal:** Users can find items quickly and track candidate purchase progress
**Verified:** 2026-03-16T13:30:00Z
**Status:** passed
**Re-verification:** No — initial verification

## Goal Achievement

### Observable Truths

| # | Truth | Status | Evidence |
|---|-------|--------|---------|
| 1 | Each candidate displays a status badge showing one of three statuses: researching, ordered, or arrived | VERIFIED | `StatusBadge.tsx` renders pill with `STATUS_CONFIG` map; `CandidateCard.tsx` line 114 renders `<StatusBadge status={status} .../>` |
| 2 | User can click a status badge to open a popup menu and change the candidate's status to any of the three options | VERIFIED | `StatusBadge.tsx`: click handler calls `setIsOpen`, popup renders all 3 options, each calls `onStatusChange(key)` and closes |
| 3 | New candidates automatically have status 'researching' without the user needing to set it | VERIFIED | `schema.ts` line 61: `.default("researching")`; `thread.service.ts` line 153: `status: data.status ?? "researching"` |
| 4 | User can type in a search field on the gear tab and see items filtered instantly by name as they type | VERIFIED | `collection/index.tsx` lines 58-73: `useState searchText`, `useMemo filteredItems` filters by `item.name.toLowerCase().includes(...)` on every change |
| 5 | User can select a category from a searchable dropdown (with Lucide icons) to filter items on both gear and planning tabs | VERIFIED | `CategoryFilterDropdown.tsx` renders `LucideIcon` per option; used in both `CollectionView` (line 205) and `PlanningView` (line 373) |
| 6 | User can combine text search with category filter to narrow results | VERIFIED | `useMemo filteredItems` (lines 61-71): both `matchesSearch` AND `matchesCategory` must be true |
| 7 | User sees 'Showing X of Y items' when filters are active on the gear tab | VERIFIED | `collection/index.tsx` lines 211-215: `{hasActiveFilters && <p>Showing {filteredItems.length} of {items.length} items</p>}` |
| 8 | User can clear search text and reset category filter individually | VERIFIED | Search: clear button at line 184 calls `setSearchText("")`; Category: `x` button in `CategoryFilterDropdown.tsx` line 91 calls `onChange(null)` |
| 9 | When filters are active, items display as a flat grid without category group headers | VERIFIED | Lines 219-278: `hasActiveFilters` branches to flat `<div className="grid ...">` rendering `filteredItems` directly, bypassing `groupedItems` Map |
| 10 | Empty filter results show 'No items match your search' message | VERIFIED | Lines 220-226: `filteredItems.length === 0` shows `<p>No items match your search</p>` |
| 11 | Planning tab category filter shows Lucide icons alongside category names | VERIFIED | `PlanningView` at line 373 uses `<CategoryFilterDropdown>` which renders `LucideIcon` per category option |

**Score:** 11/11 truths verified

### Required Artifacts

#### Plan 01 Artifacts (CAND-01, CAND-02, CAND-03)

| Artifact | Expected | Status | Details |
|----------|----------|--------|---------|
| `src/db/schema.ts` | status column on threadCandidates table | VERIFIED | Line 61: `status: text("status").notNull().default("researching")` — exact match |
| `src/shared/schemas.ts` | candidateStatusSchema Zod enum | VERIFIED | Lines 40-44: `export const candidateStatusSchema = z.enum(["researching", "ordered", "arrived"])` |
| `src/server/services/thread.service.ts` | status field in candidate CRUD | VERIFIED | `getThreadWithCandidates` selects `status`, `createCandidate` sets `status`, `updateCandidate` accepts `status` in type |
| `src/client/components/StatusBadge.tsx` | Clickable status badge with popup menu | VERIFIED | 103 lines, full implementation with `STATUS_CONFIG`, popup menu, click-outside/Escape dismiss |
| `src/client/components/CandidateCard.tsx` | Renders StatusBadge in pill row | VERIFIED | Line 5: imports `StatusBadge`; line 114: `<StatusBadge status={status} onStatusChange={onStatusChange} />` |
| `tests/helpers/db.ts` | status column in CREATE TABLE | VERIFIED | Line 57: `status TEXT NOT NULL DEFAULT 'researching'` — exact match |

#### Plan 02 Artifacts (SRCH-01 through SRCH-05, PLAN-01)

| Artifact | Expected | Status | Details |
|----------|----------|--------|---------|
| `src/client/components/CategoryFilterDropdown.tsx` | Searchable category filter dropdown with Lucide icons | VERIFIED | 198 lines, full implementation with search input, Lucide icons per option, click-outside/Escape dismiss, clear button, "All categories" option |
| `src/client/routes/collection/index.tsx` | Search/filter toolbar in CollectionView; CategoryFilterDropdown in PlanningView | VERIFIED | Lines 173-216: sticky toolbar with search + `<CategoryFilterDropdown>`; lines 372-377: `<CategoryFilterDropdown>` in PlanningView |

### Key Link Verification

#### Plan 01 Key Links

| From | To | Via | Status | Details |
|------|----|-----|--------|---------|
| `StatusBadge.tsx` | `/api/threads/:id/candidates/:candidateId` | `useUpdateCandidate` mutation in `onStatusChange` prop | VERIFIED | `$threadId.tsx` lines 150-154: `onStatusChange={(newStatus) => updateCandidate.mutate({candidateId, status: newStatus})}` |
| `thread.service.ts` | `src/db/schema.ts` | `threadCandidates.status` in select and update | VERIFIED | `getThreadWithCandidates` selects `status: threadCandidates.status`; `updateCandidate` spreads `...data` which includes status |
| `CandidateCard.tsx` | `StatusBadge.tsx` | `<StatusBadge` in pill row | VERIFIED | Line 114: `<StatusBadge status={status} onStatusChange={onStatusChange} />` |

#### Plan 02 Key Links

| From | To | Via | Status | Details |
|------|----|-----|--------|---------|
| `CategoryFilterDropdown.tsx` | `useCategories` data | `categories` prop passed from parent | VERIFIED | Both `CollectionView` (line 208) and `PlanningView` (line 376) pass `categories={categories ?? []}` from `useCategories()` hook |
| `CollectionView` in `collection/index.tsx` | `CategoryFilterDropdown.tsx` | `<CategoryFilterDropdown` in sticky toolbar | VERIFIED | Line 205: `<CategoryFilterDropdown value={categoryFilter} onChange={setCategoryFilter} categories={categories ?? []} />` |
| `PlanningView` in `collection/index.tsx` | `CategoryFilterDropdown.tsx` | `<CategoryFilterDropdown` replacing native select | VERIFIED | Line 373: `<CategoryFilterDropdown value={categoryFilter} onChange={setCategoryFilter} categories={categories ?? []} />` |
| `CollectionView` in `collection/index.tsx` | `useItems` data | `useMemo` filter chain on `searchText + categoryFilter` | VERIFIED | Lines 61-73: `const filteredItems = useMemo(...)` and `const hasActiveFilters = ...` correctly wired |

### Requirements Coverage

| Requirement | Source Plan | Description | Status | Evidence |
|-------------|------------|-------------|--------|---------|
| SRCH-01 | 08-02-PLAN.md | User can search items by name with instant filtering | SATISFIED | `collection/index.tsx` `useMemo filteredItems` filters on every `searchText` change |
| SRCH-02 | 08-02-PLAN.md | User can filter collection items by category via dropdown | SATISFIED | `CategoryFilterDropdown` used in `CollectionView` with `categoryFilter` state |
| SRCH-03 | 08-02-PLAN.md | User can combine text search with category filter simultaneously | SATISFIED | Both `matchesSearch && matchesCategory` conditions in single `useMemo` |
| SRCH-04 | 08-02-PLAN.md | User can see result count when filters are active | SATISFIED | "Showing X of Y items" renders when `hasActiveFilters` is true |
| SRCH-05 | 08-02-PLAN.md | User can clear active filters | SATISFIED | Design decision (per CONTEXT.md) intentionally implemented as individual clear controls: search input `x` button + dropdown `x` button. Each filter is individually clearable. REQUIREMENTS.md marks this [x] complete. |
| PLAN-01 | 08-02-PLAN.md | Planning category filter dropdown shows Lucide icons alongside category names | SATISFIED | `PlanningView` uses `CategoryFilterDropdown` which renders `LucideIcon` per category |
| CAND-01 | 08-01-PLAN.md | Each candidate displays a status badge (researching, ordered, or arrived) | SATISFIED | `StatusBadge` rendered in `CandidateCard` pill row at line 114 |
| CAND-02 | 08-01-PLAN.md | User can change a candidate's status via click interaction | SATISFIED | `StatusBadge` click opens popup, selecting option calls `onStatusChange`, fires `updateCandidate.mutate` |
| CAND-03 | 08-01-PLAN.md | New candidates default to "researching" status | SATISFIED | Schema default + service fallback both enforce "researching" |

All 9 requirements covered. No orphaned requirements.

### Anti-Patterns Found

| File | Line | Pattern | Severity | Impact |
|------|------|---------|----------|--------|
| `src/client/routes/collection/index.tsx` | 222-224 | Biome formatter disagreement (JSX whitespace in `<p>` tag) | Info | Formatter-only issue, no logic impact. Not a code defect. |
| `.planning/config.json` | all | Biome formatter expects tabs | Info | Planning config, no source code impact |
| `drizzle/meta/0002_snapshot.json` | all | Biome formatter expects tabs | Info | Generated drizzle file, no source code impact |

No blockers. No logic anti-patterns in source files. All stub detection checks pass — no `return null`, `return {}`, `return []`, console-only implementations, or placeholder comments found in any phase artifact.

### Human Verification Required

#### 1. StatusBadge Popup Behavior

**Test:** Navigate to a thread detail page, click the "Researching" badge on any candidate
**Expected:** Popup menu appears below the badge showing three options (Researching with search icon, Ordered with truck icon, Arrived with check icon). Currently active status is highlighted. Clicking outside or pressing Escape closes without changes.
**Why human:** Popup positioning, z-index rendering, and dismiss behavior require browser interaction

#### 2. Sticky Toolbar on Scroll

**Test:** On the gear tab with 10+ items, scroll down the page
**Expected:** The search input and category dropdown remain fixed at the top of the viewport while items scroll beneath
**Why human:** CSS `sticky` positioning behavior with `backdrop-blur-sm` requires visual confirmation

#### 3. Filter Reset on Tab Switch

**Test:** Enter search text "tent", select a category, then switch to the Planning tab, then switch back to Gear
**Expected:** On return to Gear tab, search field is empty and "All categories" is shown (no filter active)
**Why human:** Requires verifying React component unmount/remount behavior through actual navigation

### Gaps Summary

No gaps. All 11 observable truths are verified. All 8 artifacts exist with substantive implementations. All 7 key links are confirmed wired. All 9 requirements are satisfied. 24 tests pass including 5 new candidate status tests. 113 total tests pass across the full suite.

The only open items are 3 human verification checks for visual/behavioral aspects that cannot be confirmed statically — these are normal for a UI phase and do not indicate missing functionality.

**Note on SRCH-05:** The requirement states "clear all active filters with one action." The implementation provides individual clear controls (search `x` button and dropdown `x` button) per explicit design decision documented in `08-CONTEXT.md`. The REQUIREMENTS.md marks SRCH-05 as [x] complete. This is an intentional scoping decision made during context capture, not a missed requirement.

---

_Verified: 2026-03-16T13:30:00Z_
_Verifier: Claude (gsd-verifier)_
