From 4b26f61d91c4bc145fde6b89369add15a986056c Mon Sep 17 00:00:00 2001 From: Jean-Luc Makiola Date: Mon, 16 Mar 2026 14:14:00 +0100 Subject: [PATCH] docs(08-01): complete candidate status tracking plan - SUMMARY.md with task commits, decisions, and metrics - STATE.md updated with position, decisions, session - REQUIREMENTS.md: CAND-01, CAND-02, CAND-03 marked complete Co-Authored-By: Claude Opus 4.6 --- .planning/REQUIREMENTS.md | 12 +- .planning/STATE.md | 14 ++- .../08-01-SUMMARY.md | 112 ++++++++++++++++++ 3 files changed, 126 insertions(+), 12 deletions(-) create mode 100644 .planning/phases/08-search-filter-and-candidate-status/08-01-SUMMARY.md diff --git a/.planning/REQUIREMENTS.md b/.planning/REQUIREMENTS.md index 4736cbb..962ed91 100644 --- a/.planning/REQUIREMENTS.md +++ b/.planning/REQUIREMENTS.md @@ -36,9 +36,9 @@ Requirements for this milestone. Each maps to roadmap phases. ### Candidate Status -- [ ] **CAND-01**: Each candidate displays a status badge (researching, ordered, or arrived) -- [ ] **CAND-02**: User can change a candidate's status via click interaction -- [ ] **CAND-03**: New candidates default to "researching" status +- [x] **CAND-01**: Each candidate displays a status badge (researching, ordered, or arrived) +- [x] **CAND-02**: User can change a candidate's status via click interaction +- [x] **CAND-03**: New candidates default to "researching" status ### Planning UI @@ -104,9 +104,9 @@ Which phases cover which requirements. Updated during roadmap creation. | VIZZ-01 | Phase 9 | Pending | | VIZZ-02 | Phase 9 | Pending | | VIZZ-03 | Phase 9 | Pending | -| CAND-01 | Phase 8 | Pending | -| CAND-02 | Phase 8 | Pending | -| CAND-03 | Phase 8 | Pending | +| CAND-01 | Phase 8 | Complete | +| CAND-02 | Phase 8 | Complete | +| CAND-03 | Phase 8 | Complete | | PLAN-01 | Phase 8 | Complete | **Coverage:** diff --git a/.planning/STATE.md b/.planning/STATE.md index 1fdb353..aedb81b 100644 --- a/.planning/STATE.md +++ b/.planning/STATE.md @@ -3,14 +3,14 @@ gsd_state_version: 1.0 milestone: v1.2 milestone_name: Collection Power-Ups status: completed -stopped_at: Completed 08-02-PLAN.md -last_updated: "2026-03-16T13:12:05.998Z" +stopped_at: Completed 08-01-PLAN.md +last_updated: "2026-03-16T13:13:36.233Z" last_activity: 2026-03-16 -- Completed 08-02 search/filter toolbar and category dropdown progress: total_phases: 3 - completed_phases: 1 + completed_phases: 2 total_plans: 4 - completed_plans: 3 + completed_plans: 4 percent: 75 --- @@ -49,6 +49,8 @@ Progress: [████████░░] 75% - No debounce on search input (collection under 1000 items) - Individual clear controls for search and category filter (no combined clear-all) - [Phase 08]: CategoryFilterDropdown kept separate from CategoryPicker (filter vs form concerns) +- [Phase 08]: StatusBadge popup uses click-outside + Escape dismiss pattern matching CategoryPicker +- [Phase 08]: Status badge uses muted gray tones (bg-gray-100 text-gray-600) per user design decision ### Pending Todos @@ -60,6 +62,6 @@ None active. ## Session Continuity -Last session: 2026-03-16T13:12:00.572Z -Stopped at: Completed 08-02-PLAN.md +Last session: 2026-03-16T13:13:36.231Z +Stopped at: Completed 08-01-PLAN.md Resume file: None diff --git a/.planning/phases/08-search-filter-and-candidate-status/08-01-SUMMARY.md b/.planning/phases/08-search-filter-and-candidate-status/08-01-SUMMARY.md new file mode 100644 index 0000000..6071b3e --- /dev/null +++ b/.planning/phases/08-search-filter-and-candidate-status/08-01-SUMMARY.md @@ -0,0 +1,112 @@ +--- +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*