---
phase: 08-search-filter-and-candidate-status
plan: 01
subsystem: database, api, ui
tags: [drizzle, sqlite, zod, react, tailwind, status-tracking]

requires:
  - phase: 05-thread-candidates
    provides: threadCandidates table and CRUD service
provides:
  - status column on thread_candidates (researching/ordered/arrived)
  - candidateStatusSchema Zod enum for validation
  - StatusBadge clickable component with popup menu
  - Status field in candidate CRUD operations
affects: [08-search-filter-and-candidate-status]

tech-stack:
  added: []
  patterns: [click-outside-dismiss-popup, status-badge-pill-with-menu]

key-files:
  created:
    - src/client/components/StatusBadge.tsx
    - drizzle/0002_broken_roughhouse.sql
  modified:
    - src/db/schema.ts
    - src/shared/schemas.ts
    - src/server/services/thread.service.ts
    - src/client/hooks/useThreads.ts
    - src/client/hooks/useCandidates.ts
    - src/client/components/CandidateCard.tsx
    - src/client/routes/threads/$threadId.tsx
    - tests/helpers/db.ts
    - tests/services/thread.service.test.ts

key-decisions:
  - "StatusBadge popup uses click-outside + Escape dismiss pattern matching CategoryPicker"
  - "Status badge uses muted gray tones (bg-gray-100 text-gray-600) per user design decision"

patterns-established:
  - "StatusBadge popup: absolute positioned dropdown with click-outside dismiss via containerRef + useEffect mousedown listener"

requirements-completed: [CAND-01, CAND-02, CAND-03]

duration: 5min
completed: 2026-03-16
---

# Phase 8 Plan 1: Candidate Status Tracking Summary

**Candidate status tracking (researching/ordered/arrived) with schema migration, service/Zod updates, 5 TDD tests, and clickable StatusBadge popup on CandidateCard**

## Performance

- **Duration:** 5 min
- **Started:** 2026-03-16T13:06:48Z
- **Completed:** 2026-03-16T13:12:08Z
- **Tasks:** 2
- **Files modified:** 12

## Accomplishments
- Added `status` column to `thread_candidates` table with default "researching" and full Drizzle migration
- Wired status through entire stack: schema, Zod validation, service CRUD, client type interfaces
- Created StatusBadge component with clickable pill badge and popup menu (3 status options with icons)
- Integrated StatusBadge into CandidateCard pill row with API mutation on status change
- 5 new TDD tests covering all status CRUD operations (24 total thread service tests passing)

## Task Commits

Each task was committed atomically:

1. **Task 1: Add status column and update backend + tests (TDD RED)** - `9342085` (test)
2. **Task 1: Add status column and update backend + tests (TDD GREEN)** - `ca1c2a2` (feat)
3. **Task 2: Create StatusBadge component and wire into CandidateCard** - `25956ed` (feat)

_Note: Task 1 used TDD with separate RED and GREEN commits_

## Files Created/Modified
- `src/db/schema.ts` - Added status column to threadCandidates table
- `src/shared/schemas.ts` - Added candidateStatusSchema Zod enum and status to createCandidateSchema
- `src/server/services/thread.service.ts` - Status in getThreadWithCandidates select, createCandidate values, updateCandidate type
- `src/client/hooks/useThreads.ts` - Added status to CandidateWithCategory interface
- `src/client/hooks/useCandidates.ts` - Added status to CandidateResponse interface
- `src/client/components/StatusBadge.tsx` - New clickable status badge with popup menu
- `src/client/components/CandidateCard.tsx` - Added status and onStatusChange props, renders StatusBadge
- `src/client/routes/threads/$threadId.tsx` - Passes status and useUpdateCandidate to CandidateCard
- `tests/helpers/db.ts` - Added status column to test helper CREATE TABLE
- `tests/services/thread.service.test.ts` - 5 new candidate status tests
- `drizzle/0002_broken_roughhouse.sql` - Migration adding status column

## Decisions Made
- StatusBadge popup uses click-outside + Escape dismiss pattern matching CategoryPicker
- Status badge uses muted gray tones (bg-gray-100 text-gray-600) per user design decision -- not semantic colors
- Active status in popup menu highlighted with bg-gray-50 and checkmark icon

## Deviations from Plan

None - plan executed exactly as written.

## Issues Encountered
None

## User Setup Required
None - no external service configuration required.

## Next Phase Readiness
- Candidate status tracking fully operational
- Ready for Plan 02 (search/filter functionality)

---
*Phase: 08-search-filter-and-candidate-status*
*Completed: 2026-03-16*
