---
phase: 04-database-planning-fixes
plan: 02
subsystem: ui
tags: [react, zustand, tanstack-query, tailwind, modal, empty-state]

# Dependency graph
requires:
  - phase: 04-01
    provides: threads table with categoryId FK, Thread API returns categoryName/categoryEmoji
provides:
  - CreateThreadModal component with name + category picker
  - Educational empty state with 3-step workflow guide
  - Active/Resolved pill tab selector for thread filtering
  - Category filter dropdown for thread list
  - Category display (emoji + name badge) on ThreadCard
affects: [planning-ui, thread-management]

# Tech tracking
tech-stack:
  added: []
  patterns: [modal dialog via uiStore boolean state, pill tab segment control, educational empty state with workflow steps]

key-files:
  created:
    - src/client/components/CreateThreadModal.tsx
  modified:
    - src/client/stores/uiStore.ts
    - src/client/components/ThreadCard.tsx
    - src/client/routes/collection/index.tsx

key-decisions:
  - "Modal dialog for thread creation instead of inline form -- cleaner UX, supports category selection"
  - "Educational empty state with numbered steps -- helps new users understand the planning workflow"
  - "Pill tab segment control for Active/Resolved -- replaces checkbox, more intuitive"

patterns-established:
  - "Modal pattern: uiStore boolean + open/close actions, modal reads own state"
  - "Pill tab segment control: flex bg-gray-100 rounded-full container with active/inactive button styles"
  - "Educational empty state: numbered step circles with title + description"

requirements-completed: [PLAN-01, PLAN-02]

# Metrics
duration: 4min
completed: 2026-03-15
---

# Phase 4 Plan 2: Planning Tab Frontend Overhaul Summary

**Modal-based thread creation with category picker, educational 3-step empty state, Active/Resolved pill tabs, and category filter on planning tab**

## Performance

- **Duration:** 4 min
- **Started:** 2026-03-15T15:35:18Z
- **Completed:** 2026-03-15T15:38:58Z
- **Tasks:** 3 (2 auto + 1 auto-approved checkpoint)
- **Files modified:** 4

## Accomplishments
- CreateThreadModal component with name input and category dropdown, submits via useCreateThread
- Educational empty state with 3 illustrated workflow steps (Create thread, Add candidates, Pick winner)
- Active/Resolved pill tab segment control replacing the "Show archived" checkbox
- Category filter dropdown for narrowing thread list by category
- ThreadCard now displays category emoji + name as a blue badge

## Task Commits

Each task was committed atomically:

1. **Task 1: Create thread modal and update uiStore** - `eb79ab6` (feat)
2. **Task 2: Overhaul PlanningView with empty state, pill tabs, category filter, and thread card category display** - `d05aac0` (feat)
3. **Task 3: Verify planning tab overhaul** - auto-approved (checkpoint)

## Files Created/Modified
- `src/client/components/CreateThreadModal.tsx` - Modal dialog for thread creation with name input and category dropdown
- `src/client/stores/uiStore.ts` - Added createThreadModalOpen state with open/close actions, fixed pre-existing formatting
- `src/client/components/ThreadCard.tsx` - Added categoryName and categoryEmoji props, displays category badge
- `src/client/routes/collection/index.tsx` - Rewrote PlanningView with empty state, pill tabs, category filter, modal integration

## Decisions Made
- Modal dialog for thread creation instead of inline form -- cleaner UX, supports category selection
- Educational empty state with numbered steps -- helps new users understand the planning workflow
- Pill tab segment control for Active/Resolved -- replaces checkbox, more intuitive

## Deviations from Plan

### Auto-fixed Issues

**1. [Rule 1 - Bug] Fixed pre-existing formatting in uiStore.ts and collection/index.tsx**
- **Found during:** Task 1 and Task 2
- **Issue:** Files used spaces instead of tabs (Biome formatter violation)
- **Fix:** Auto-formatted with biome
- **Files modified:** src/client/stores/uiStore.ts, src/client/routes/collection/index.tsx
- **Committed in:** eb79ab6, d05aac0

**2. [Rule 2 - Missing Critical] Added aria-hidden to decorative SVG icons**
- **Found during:** Task 2
- **Issue:** SVG plus icons in buttons had no accessibility attributes (biome a11y lint error)
- **Fix:** Added aria-hidden="true" to all decorative SVG icons
- **Files modified:** src/client/routes/collection/index.tsx
- **Committed in:** d05aac0

---

**Total deviations:** 2 auto-fixed (1 formatting, 1 a11y)
**Impact on plan:** Necessary fixes for lint compliance. No scope creep.

## Issues Encountered
None

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

## Next Phase Readiness
- Planning tab UI overhaul complete with modal-based thread creation and polished empty state
- Thread creation flow end-to-end works: modal -> API -> thread card with category
- Ready for future thread management enhancements (comparison views, status tracking)

---
*Phase: 04-database-planning-fixes*
*Completed: 2026-03-15*
