docs: archive v1.3 and v2.0 milestones with roadmap, requirements, and retrospective
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# Requirements Archive: v1.3 Research & Decision Tools
**Archived:** 2026-04-08
**Status:** SHIPPED
---
## v1.3 Requirements
Requirements for this milestone. Each maps to roadmap phases 10-13.
### Candidate Ranking
- [x] **RANK-01**: User can drag a candidate card to a new position within the thread's candidate list
- [x] **RANK-02**: The reordered sequence persists after navigating away and returning
- [x] **RANK-03**: Database schema supports pros/cons fields and sort ordering for candidates
- [x] **RANK-04**: Top three candidates display gold, silver, and bronze rank badges
- [x] **RANK-05**: Drag handles and rank badges are absent on resolved threads
### Comparison
- [x] **COMP-01**: User can toggle a "Compare" mode to reveal a tabular view of all candidates
- [x] **COMP-02**: Lightest candidate is highlighted with weight deltas shown for all others
- [x] **COMP-03**: Cheapest candidate is highlighted with price deltas shown for all others
- [x] **COMP-04**: Comparison table scrolls horizontally on narrow viewports with fixed label column
### Setup Impact Preview
- [x] **IMPC-01**: User can select a setup and see weight/cost deltas on each candidate
- [x] **IMPC-02**: Delta reflects replacement when setup has an item in the same category
- [x] **IMPC-03**: Pure addition is clearly labeled when no category match exists
- [x] **IMPC-04**: Candidates without weight data show a "no weight data" indicator
## Traceability
| Requirement | Phase | Status |
|-------------|-------|--------|
| RANK-01 | Phase 11 | Complete |
| RANK-02 | Phase 11 | Complete |
| RANK-03 | Phase 10 | Complete |
| RANK-04 | Phase 11 | Complete |
| RANK-05 | Phase 11 | Complete |
| COMP-01 | Phase 12 | Complete |
| COMP-02 | Phase 12 | Complete |
| COMP-03 | Phase 12 | Complete |
| COMP-04 | Phase 12 | Complete |
| IMPC-01 | Phase 13 | Complete |
| IMPC-02 | Phase 13 | Complete |
| IMPC-03 | Phase 13 | Complete |
| IMPC-04 | Phase 13 | Complete |
**Coverage:**
- v1.3 requirements: 13 total
- Mapped to phases: 13
- Unmapped: 0
---
*Requirements defined: 2026-03-16*
*Archived: 2026-04-08*

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# Roadmap Archive: v1.3 Research & Decision Tools
**Archived:** 2026-04-08
**Status:** SHIPPED
**Phases:** 10-13 (4 phases, 6 plans)
**Timeline:** 2026-03-16 to 2026-04-08
---
## Phase 10: Schema Foundation + Pros/Cons Fields
**Goal**: Candidates can be annotated with pros and cons, and the database is ready for ranking
**Depends on**: Phase 9
**Requirements**: RANK-03
**Success Criteria** (what must be TRUE):
1. User can open a candidate edit form and see pros and cons text fields
2. User can save pros and cons text; the text persists across page refreshes
3. CandidateCard shows a visual indicator when a candidate has pros or cons entered
4. All existing tests pass after the schema migration (no column drift in test helper)
**Plans:** 1/1 plans complete
Plans:
- [x] 10-01-PLAN.md — Add pros/cons fields through full stack (schema, service, Zod, form, card indicator)
## Phase 11: Candidate Ranking
**Goal**: Users can drag candidates into a priority order that persists and is visually communicated
**Depends on**: Phase 10
**Requirements**: RANK-01, RANK-02, RANK-04, RANK-05
**Success Criteria** (what must be TRUE):
1. User can drag a candidate card to a new position within the thread's candidate list
2. The reordered sequence is still intact after navigating away and returning
3. The top three candidates display gold, silver, and bronze rank badges respectively
4. Drag handles and rank badges are absent on a resolved thread; candidates render in static order
**Plans:** 2/2 plans complete
Plans:
- [x] 11-01-PLAN.md — Schema migration, reorder service/route, sort_order persistence + tests
- [x] 11-02-PLAN.md — Drag-to-reorder UI, list/grid toggle, rank badges, resolved-thread guard
## Phase 12: Comparison View
**Goal**: Users can view all candidates for a thread side-by-side in a table with relative weight and price deltas
**Depends on**: Phase 11
**Requirements**: COMP-01, COMP-02, COMP-03, COMP-04
**Success Criteria** (what must be TRUE):
1. User can toggle a "Compare" mode on a thread detail page to reveal a tabular view showing weight, price, images, notes, links, status, pros, and cons for every candidate in columns
2. The lightest candidate column is highlighted and all other columns show their weight difference relative to it; the cheapest candidate is highlighted similarly for price
3. The comparison table scrolls horizontally on a narrow viewport without breaking layout; the attribute label column stays fixed on the left
4. A resolved thread shows the comparison table in read-only mode with the winning candidate visually marked
**Plans:** 1/1 plans complete
Plans:
- [x] 12-01-PLAN.md — ComparisonTable component + compare toggle wiring in thread detail
## Phase 13: Setup Impact Preview
**Goal**: Users can select any setup and see exactly how much weight and cost each candidate would add or subtract
**Depends on**: Phase 12
**Requirements**: IMPC-01, IMPC-02, IMPC-03, IMPC-04
**Success Criteria** (what must be TRUE):
1. User can select a setup from a dropdown in the thread header and each candidate displays a weight delta and cost delta below its name
2. When the selected setup contains an item in the same category as the thread, the delta reflects replacing that item (negative delta is possible) rather than pure addition
3. When no category match exists in the selected setup, the delta shows a pure addition amount clearly labeled as "add"
4. A candidate with no weight recorded shows a "-- (no weight data)" indicator instead of a zero delta
**Plans:** 2/2 plans complete
Plans:
- [x] 13-01-PLAN.md — TDD pure impact delta computation, uiStore state, ThreadWithCandidates type fix, useImpactDeltas hook
- [x] 13-02-PLAN.md — SetupImpactSelector + ImpactDeltaBadge components, wire into thread detail and all candidate views

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# Requirements Archive: v2.0 Platform Foundation
**Archived:** 2026-04-08
**Status:** SHIPPED
---
# Requirements: GearBox v2.0 Platform Foundation
**Defined:** 2026-04-03
**Core Value:** Help people make better gear decisions — discover what others use, compare real-world data, and see how a potential buy affects your setup before committing.
## v2.0 Requirements
### Database Migration
- [x] **DB-01**: Application runs on PostgreSQL instead of SQLite
- [x] **DB-02**: All service functions use async database operations
- [x] **DB-03**: Test infrastructure uses PGlite instead of bun:sqlite in-memory databases
- [x] **DB-04**: Existing SQLite data can be migrated to Postgres via a one-time script
- [x] **DB-05**: Docker Compose provides Postgres for local development
### Authentication
- [x] **AUTH-01**: User can register an account via external OIDC auth provider
- [x] **AUTH-02**: User can log in via external auth provider and access their data
- [x] **AUTH-03**: API keys remain functional for programmatic access (MCP, scripts)
- [x] **AUTH-04**: Auth provider runs self-hosted alongside the application
- [x] **AUTH-05**: E2E tests authenticate via API keys without depending on the auth provider
### Multi-User Data Model
- [x] **MULTI-01**: Every item, category, thread, and setup is owned by a specific user
- [x] **MULTI-02**: User can only see and modify their own data (cross-user isolation)
- [x] **MULTI-03**: Categories use composite unique constraint (userId + name)
- [x] **MULTI-04**: Existing data is assigned to the original user during migration
- [x] **MULTI-05**: MCP tools operate within the authenticated user's scope
- [x] **MULTI-06**: Settings are per-user rather than global
### Image Storage
- [x] **IMG-01**: Images are stored in MinIO (S3-compatible) instead of local filesystem
- [x] **IMG-02**: Existing uploaded images are migrated to MinIO
- [x] **IMG-03**: Image upload and retrieval work through the new storage layer
- [x] **IMG-04**: Docker Compose provides MinIO for local development
### Global Item Database
- [x] **GLOB-01**: A global item catalog exists with brand, model, category, manufacturer specs, and image
- [x] **GLOB-02**: Global catalog is seeded with initial items from manufacturer data
- [x] **GLOB-03**: User can search the global catalog by name or brand
- [x] **GLOB-04**: User can link a personal collection item to a global catalog entry
- [x] **GLOB-05**: Global item pages show basic info and owner count
### Catalog-Driven Gear Flow
- [x] **CATFLOW-01**: FAB shows mini menu with "Add to Collection" and "Start Thread" globally, plus "New Setup" on setups page
- [x] **CATFLOW-02**: Full-screen catalog search with tag chip filtering
- [x] **CATFLOW-03**: User can add a catalog item to collection as a reference item with personal fields
- [x] **CATFLOW-04**: Collection items referencing global items display merged data (global base + personal overlay)
- [x] **CATFLOW-05**: Thread candidates can be added from catalog with global item link
- [x] **CATFLOW-06**: Thread resolution with catalog-linked candidate creates reference item with auto-link
- [x] **CATFLOW-07**: Manual entry fallback when item not in catalog
- [x] **CATFLOW-08**: Non-functional "Submit to catalog?" prompt shown after manual save
### Item & Catalog Detail Pages
- [x] **DETAIL-01**: Clicking a collection item navigates to a full detail page (`/items/:id`)
- [x] **DETAIL-02**: Clicking a catalog search result navigates to a public detail page (`/global-items/:id`)
- [x] **DETAIL-03**: Item detail page has edit mode toggle for modifying personal fields
- [x] **DETAIL-04**: Thread candidates navigate to detail pages instead of opening slide-out panels
- [x] **DETAIL-05**: Slide-out panels for items and candidates are removed from the application
### Tags
- [x] **TAG-01**: Tags table seeded with curated tag set for outdoor/adventure gear
- [x] **TAG-02**: Global items have multiple tags, searchable and filterable via API
### User Profiles & Sharing
- [x] **PROF-01**: User has a profile with display name, avatar, and bio
- [x] **PROF-02**: User can view their own public profile page
- [x] **PROF-03**: User can set a setup as public or private
- [x] **PROF-04**: Public setups are viewable by anyone without authentication
- [x] **PROF-05**: Public profile page lists the user's public setups
## Traceability
| Requirement | Phase | Status |
|-------------|-------|--------|
| DB-01 | Phase 14 | Complete |
| DB-02 | Phase 14 | Complete |
| DB-03 | Phase 14 | Complete |
| DB-04 | Phase 14 | Complete |
| DB-05 | Phase 14 | Complete |
| AUTH-01 | Phase 15 | Complete |
| AUTH-02 | Phase 15 | Complete |
| AUTH-03 | Phase 15 | Complete |
| AUTH-04 | Phase 15 | Complete |
| AUTH-05 | Phase 15 | Complete |
| MULTI-01 | Phase 16 | Complete |
| MULTI-02 | Phase 16 | Complete |
| MULTI-03 | Phase 16 | Complete |
| MULTI-04 | Phase 16 | Complete |
| MULTI-05 | Phase 16 | Complete |
| MULTI-06 | Phase 16 | Complete |
| IMG-01 | Phase 17 | Complete |
| IMG-02 | Phase 17 | Complete |
| IMG-03 | Phase 17 | Complete |
| IMG-04 | Phase 17 | Complete |
| GLOB-01 | Phase 18 | Complete |
| GLOB-02 | Phase 18 | Complete |
| GLOB-03 | Phase 18 | Complete |
| GLOB-04 | Phase 18 | Complete |
| GLOB-05 | Phase 18 | Complete |
| PROF-01 | Phase 18 | Complete |
| PROF-02 | Phase 18 | Complete |
| PROF-03 | Phase 18 | Complete |
| PROF-04 | Phase 18 | Complete |
| PROF-05 | Phase 18 | Complete |
| CATFLOW-01 | Phase 20 | Complete |
| CATFLOW-02 | Phase 20 | Complete |
| CATFLOW-03 | Phase 19, 22 | Complete |
| CATFLOW-04 | Phase 19 | Complete |
| CATFLOW-05 | Phase 19, 22 | Complete |
| CATFLOW-06 | Phase 19, 22 | Complete |
| CATFLOW-07 | Phase 23 | Complete |
| CATFLOW-08 | Phase 23 | Complete |
| TAG-01 | Phase 19 | Complete |
| TAG-02 | Phase 19 | Complete |
| DETAIL-01 | Phase 21 | Complete |
| DETAIL-02 | Phase 21 | Complete |
| DETAIL-03 | Phase 21 | Complete |
| DETAIL-04 | Phase 21 | Complete |
| DETAIL-05 | Phase 21 | Complete |
**Coverage:**
- v2.0 requirements: 45 total
- Mapped to phases: 45
- Complete: 45
- Unmapped: 0
---
*Requirements defined: 2026-04-03*
*Archived: 2026-04-08*

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# Roadmap Archive: v2.0 Platform Foundation
**Archived:** 2026-04-08
**Status:** SHIPPED
**Phases:** 14-23 (10 phases, 32 plans)
**Timeline:** 2026-03-17 to 2026-04-08
---
## Phase 14: PostgreSQL Migration
**Goal**: The application runs entirely on PostgreSQL with async operations, and all existing tests pass against the new database
**Depends on**: Phase 13
**Requirements**: DB-01, DB-02, DB-03, DB-04, DB-05
**Success Criteria** (what must be TRUE):
1. Application starts and serves all existing features using PostgreSQL as the sole database
2. All service-level and route-level tests pass using PGlite in-memory Postgres (no SQLite test infrastructure remains)
3. A one-time migration script converts existing SQLite data into the Postgres database without data loss
4. Docker Compose brings up Postgres alongside the app with a single command for local development
**Plans:** 6/6 plans complete
## Phase 15: External Authentication
**Goal**: Users can register and log in via a self-hosted OIDC auth provider, replacing the built-in single-user auth system
**Depends on**: Phase 14
**Requirements**: AUTH-01, AUTH-02, AUTH-03, AUTH-04, AUTH-05
**Success Criteria** (what must be TRUE):
1. A new user can register an account through the external auth provider and land on their empty GearBox dashboard
2. A returning user can log in via the auth provider and see their previously saved data
3. API keys continue to work for MCP tools and programmatic access without involving the auth provider
4. E2E tests run successfully using API key authentication, with no dependency on the external auth provider being available
5. The auth provider runs self-hosted in Docker Compose alongside Postgres and the application
**Plans:** 3/3 plans complete
## Phase 16: Multi-User Data Model
**Goal**: Every piece of user-created data is owned by a specific user, with complete isolation between users
**Depends on**: Phase 15
**Requirements**: MULTI-01, MULTI-02, MULTI-03, MULTI-04, MULTI-05, MULTI-06
**Success Criteria** (what must be TRUE):
1. User A cannot see or modify items, categories, threads, or setups created by User B
2. Two users can each have a category with the same name without conflict
3. Existing data from the single-user era is assigned to the original user account after migration
4. MCP tools return only data belonging to the authenticated API key's owner
5. Each user has independent settings (weight unit, onboarding state) that do not affect other users
**Plans:** 4/4 plans complete
## Phase 17: Object Storage
**Goal**: Images are stored in and served from MinIO instead of the local filesystem
**Depends on**: Phase 16
**Requirements**: IMG-01, IMG-02, IMG-03, IMG-04
**Success Criteria** (what must be TRUE):
1. Uploading an image for an item or candidate stores it in MinIO, not on the local filesystem
2. All previously uploaded images are accessible after migration to MinIO (no broken images)
3. Image URLs work correctly in all views (collection, planning, setups, comparison table)
4. Docker Compose includes MinIO for local development with no manual bucket setup required
**Plans:** 3/3 plans complete
## Phase 18: Global Items & Public Profiles
**Goal**: Users can discover gear through a global catalog and share their setups publicly via profile pages
**Depends on**: Phase 17
**Requirements**: GLOB-01, GLOB-02, GLOB-03, GLOB-04, GLOB-05, PROF-01, PROF-02, PROF-03, PROF-04, PROF-05
**Success Criteria** (what must be TRUE):
1. A global item catalog exists with brand, model, category, specs, and images, seeded with initial manufacturer data
2. User can search the global catalog by name or brand and link a personal collection item to a global entry
3. A global item page shows basic info and how many users own it
4. User can edit their profile (display name, avatar, bio) and view their own public profile page
5. User can toggle a setup between public and private; public setups are viewable by anyone without logging in and appear on the owner's public profile
**Plans:** 5/5 plans complete
## Phase 19: Reference Item Model & Tags Schema
**Goal**: Collection items can be references to global catalog entries, and global items support tags for discovery
**Depends on**: Phase 18
**Requirements**: CATFLOW-03, CATFLOW-04, CATFLOW-05, CATFLOW-06, TAG-01, TAG-02
**Success Criteria** (what must be TRUE):
1. A collection item can reference a global item and displays merged data (global base + personal fields)
2. Global items can have multiple tags, searchable via API
3. Thread candidates can link to a global item via globalItemId
4. Resolving a thread with a catalog-linked candidate creates a reference item with auto-link
**Plans:** 3/3 plans complete
## Phase 20: FAB & Full-Screen Catalog Search
**Goal**: Users discover and add gear through a catalog-first search experience with tag filtering
**Depends on**: Phase 19
**Requirements**: CATFLOW-01, CATFLOW-02
**Success Criteria** (what must be TRUE):
1. FAB visible on all pages with mini menu showing "Add to Collection" and "Start Thread"
2. "New Setup" option appears in FAB on setups page only
3. Full-screen catalog search overlay opens from either add option
4. Search results display catalog items with name, weight, price, owner count
5. Tag chips filter search results
**Plans:** 2/2 plans complete
## Phase 21: Item & Catalog Detail Pages
**Goal**: Collection items and catalog entries have full detail pages, replacing the slide-out panel pattern
**Depends on**: Phase 20
**Requirements**: DETAIL-01, DETAIL-02, DETAIL-03, DETAIL-04, DETAIL-05
**Success Criteria** (what must be TRUE):
1. Clicking a collection item card navigates to `/items/:id` showing full item details with edit toggle
2. Clicking a catalog search result card navigates to `/global-items/:id` showing public catalog details with "Add to Collection" button
3. Thread candidates navigate to detail pages instead of opening slide-out panels
4. Item slide-out panel and candidate slide-out panel are removed from the root layout
5. No visual distinction between reference items and standalone items — same layout, some fields may be empty
**Plans:** 3/3 plans complete
## Phase 22: Add-from-Catalog & Thread Integration
**Goal**: Users can add catalog items to their collection and to threads directly from search
**Depends on**: Phase 21
**Requirements**: CATFLOW-03, CATFLOW-05, CATFLOW-06
**Success Criteria** (what must be TRUE):
1. User can add a catalog item to collection with one confirmation step (category picker + notes)
2. User can add catalog items as thread candidates instantly from search
3. Resolving a catalog-linked candidate creates a properly linked reference item in collection
**Plans:** 2/2 plans complete
## Phase 23: Manual Entry Fallback
**Goal**: Users can still add items not found in the catalog via manual entry
**Depends on**: Phase 22
**Requirements**: CATFLOW-07, CATFLOW-08
**Success Criteria** (what must be TRUE):
1. User can fall back to manual entry from catalog search via "Add Manually" link
2. Manual entry saves a standalone collection item (no globalItemId)
3. "Submit to catalog?" prompt appears after manual save but takes no backend action
**Plans:** 1/1 plans complete