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docs(04): complete Tags & Organization phase

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- All 3 plans executed (04-01, 04-02, 04-03)
- 7/7 success criteria verified
- 7 requirements completed (TAG-01-04, ORG-01-03)

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
This commit is contained in:
Thomas Richter
2026-01-31 13:14:10 +01:00
parent e924839ee4
commit 26619ecbe3
3 changed files with 238 additions and 27 deletions
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44
.planning/REQUIREMENTS.md
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@@ -18,23 +18,23 @@ Requirements for initial release. Each maps to roadmap phases.
### Images ### Images
- [ ] **IMG-01**: User can attach images to an entry via file upload - [x] **IMG-01**: User can attach images to an entry via file upload
- [ ] **IMG-02**: User can attach images via camera capture (mobile) - [x] **IMG-02**: User can attach images via camera capture (mobile)
- [ ] **IMG-03**: User can view attached images on an entry - [x] **IMG-03**: User can view attached images on an entry
- [ ] **IMG-04**: User can remove an image attachment - [x] **IMG-04**: User can remove an image attachment
### Tags ### Tags
- [ ] **TAG-01**: User can add tags to an entry - [x] **TAG-01**: User can add tags to an entry
- [ ] **TAG-02**: User can remove tags from an entry - [x] **TAG-02**: User can remove tags from an entry
- [ ] **TAG-03**: User sees autocomplete suggestions from existing tags - [x] **TAG-03**: User sees autocomplete suggestions from existing tags
- [ ] **TAG-04**: Tags are case-insensitive ("work" = "Work" = "WORK") - [x] **TAG-04**: Tags are case-insensitive ("work" = "Work" = "WORK")
### Organization ### Organization
- [ ] **ORG-01**: User can pin/favorite an entry for quick access - [x] **ORG-01**: User can pin/favorite an entry for quick access
- [ ] **ORG-02**: User can set a due date on a task - [x] **ORG-02**: User can set a due date on a task
- [ ] **ORG-03**: Pinned entries appear in a dedicated section - [x] **ORG-03**: Pinned entries appear in a dedicated section
### Search ### Search
@@ -112,17 +112,17 @@ Which phases cover which requirements. Updated during roadmap creation.
| CORE-04 | Phase 2 | Complete | | CORE-04 | Phase 2 | Complete |
| CORE-05 | Phase 2 | Complete | | CORE-05 | Phase 2 | Complete |
| CORE-06 | Phase 2 | Complete | | CORE-06 | Phase 2 | Complete |
| IMG-01 | Phase 3 | Pending | | IMG-01 | Phase 3 | Complete |
| IMG-02 | Phase 3 | Pending | | IMG-02 | Phase 3 | Complete |
| IMG-03 | Phase 3 | Pending | | IMG-03 | Phase 3 | Complete |
| IMG-04 | Phase 3 | Pending | | IMG-04 | Phase 3 | Complete |
| TAG-01 | Phase 4 | Pending | | TAG-01 | Phase 4 | Complete |
| TAG-02 | Phase 4 | Pending | | TAG-02 | Phase 4 | Complete |
| TAG-03 | Phase 4 | Pending | | TAG-03 | Phase 4 | Complete |
| TAG-04 | Phase 4 | Pending | | TAG-04 | Phase 4 | Complete |
| ORG-01 | Phase 4 | Pending | | ORG-01 | Phase 4 | Complete |
| ORG-02 | Phase 4 | Pending | | ORG-02 | Phase 4 | Complete |
| ORG-03 | Phase 4 | Pending | | ORG-03 | Phase 4 | Complete |
| SRCH-01 | Phase 5 | Pending | | SRCH-01 | Phase 5 | Pending |
| SRCH-02 | Phase 5 | Pending | | SRCH-02 | Phase 5 | Pending |
| SRCH-03 | Phase 5 | Pending | | SRCH-03 | Phase 5 | Pending |

10
.planning/ROADMAP.md
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@@ -15,7 +15,7 @@ Decimal phases appear between their surrounding integers in numeric order.
- [x] **Phase 1: Foundation** - Data model, repository layer, and project structure ✓ - [x] **Phase 1: Foundation** - Data model, repository layer, and project structure ✓
- [x] **Phase 2: Core CRUD** - Entry management, quick capture, and responsive UI ✓ - [x] **Phase 2: Core CRUD** - Entry management, quick capture, and responsive UI ✓
- [x] **Phase 3: Images** - Image attachments with mobile camera support ✓ - [x] **Phase 3: Images** - Image attachments with mobile camera support ✓
- [ ] **Phase 4: Tags & Organization** - Tagging system with pinning and due dates - [x] **Phase 4: Tags & Organization** - Tagging system with pinning and due dates ✓
- [ ] **Phase 5: Search** - Full-text search and filtering - [ ] **Phase 5: Search** - Full-text search and filtering
- [ ] **Phase 6: Deployment** - Docker containerization and production configuration - [ ] **Phase 6: Deployment** - Docker containerization and production configuration
@@ -91,9 +91,9 @@ Plans:
**Plans**: 3 plans **Plans**: 3 plans
Plans: Plans:
- [ ] 04-01-PLAN.md — Tags schema with case-insensitive index and tagRepository - [x] 04-01-PLAN.md — Tags schema with case-insensitive index and tagRepository
- [ ] 04-02-PLAN.md — Pin/favorite and due date UI (uses existing schema columns) - [x] 04-02-PLAN.md — Pin/favorite and due date UI (uses existing schema columns)
- [ ] 04-03-PLAN.md — Tag input component with Svelecte autocomplete - [x] 04-03-PLAN.md — Tag input component with Svelecte autocomplete
### Phase 5: Search ### Phase 5: Search
**Goal**: Users can find entries through search and filtering **Goal**: Users can find entries through search and filtering
@@ -138,7 +138,7 @@ Phases execute in numeric order: 1 -> 2 -> 3 -> 4 -> 5 -> 6
| 1. Foundation | 2/2 | Complete ✓ | 2026-01-29 | | 1. Foundation | 2/2 | Complete ✓ | 2026-01-29 |
| 2. Core CRUD | 4/4 | Complete ✓ | 2026-01-29 | | 2. Core CRUD | 4/4 | Complete ✓ | 2026-01-29 |
| 3. Images | 4/4 | Complete ✓ | 2026-01-31 | | 3. Images | 4/4 | Complete ✓ | 2026-01-31 |
| 4. Tags & Organization | 0/3 | Not started | - | | 4. Tags & Organization | 3/3 | Complete ✓ | 2026-01-31 |
| 5. Search | 0/3 | Not started | - | | 5. Search | 0/3 | Not started | - |
| 6. Deployment | 0/2 | Not started | - | | 6. Deployment | 0/2 | Not started | - |

211
.planning/phases/04-tags/04-VERIFICATION.md Normal file
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@@ -0,0 +1,211 @@
---
phase: 04-tags
verified: 2026-01-31T12:11:56Z
status: passed
score: 7/7 must-haves verified
---
# Phase 4: Tags & Organization Verification Report
**Phase Goal:** Users can organize entries with tags and quick access features
**Verified:** 2026-01-31T12:11:56Z
**Status:** passed
**Re-verification:** No — initial verification
## Goal Achievement
### Observable Truths
| # | Truth | Status | Evidence |
|---|-------|--------|----------|
| 1 | User can add multiple tags to an entry | ✓ VERIFIED | TagInput component with Svelecte supports multiple selection, handleTagsChange calls updateTags action |
| 2 | User can remove tags from an entry | ✓ VERIFIED | Svelecte multi-select allows removal, handleTagsChange updates entry tags atomically |
| 3 | Tag input shows autocomplete suggestions from existing tags | ✓ VERIFIED | TagInput receives availableTags prop (from data.allTags), Svelecte options mapped from availableTags |
| 4 | Tags are case-insensitive ("work" matches "Work" and "WORK") | ✓ VERIFIED | tags table has unique index on lower(name), tagRepository.findOrCreate queries with lower() comparison |
| 5 | User can pin/favorite an entry for quick access | ✓ VERIFIED | Pin button in EntryCard calls handleTogglePin → togglePin action, visual pin icon displayed |
| 6 | User can set a due date on a task | ✓ VERIFIED | Due date picker in EntryCard calls handleDueDateChange → updateDueDate action |
| 7 | Pinned entries appear in a dedicated section at top of list | ✓ VERIFIED | EntryList splits entries into pinnedEntries/unpinnedEntries, renders pinned section first with "PINNED" header |
**Score:** 7/7 truths verified
### Required Artifacts
| Artifact | Expected | Status | Details |
|----------|----------|--------|---------|
| `src/lib/server/db/schema.ts` | tags and entryTags tables with case-insensitive index | ✓ VERIFIED | 78 lines, has lower() helper, tags table with uniqueIndex on lower(name), entryTags with composite PK and cascade deletes |
| `src/lib/server/db/repository.ts` | tagRepository with CRUD operations | ✓ VERIFIED | 221 lines, exports TagRepository interface and tagRepository singleton with findOrCreate, getAll, getById, getByEntryId, updateEntryTags methods |
| `src/lib/components/TagInput.svelte` | Multi-select tag input with autocomplete and creation | ✓ VERIFIED | 65 lines, uses Svelecte with multiple/creatable modes, onChange handler maps to Tag objects, handles new tags |
| `src/lib/components/EntryCard.svelte` | Pin button, due date picker, tag display | ✓ VERIFIED | 566 lines, has handleTogglePin, handleDueDateChange, handleTagsChange, displays tags in collapsed view (max 3 + overflow), shows TagInput in expanded view |
| `src/lib/components/EntryList.svelte` | Pinned section above regular entries | ✓ VERIFIED | 47 lines, has $derived pinnedEntries/unpinnedEntries filters, renders pinned section with header when pinnedEntries.length > 0 |
| `src/routes/+page.server.ts` | togglePin, updateDueDate, updateTags actions | ✓ VERIFIED | 293 lines, has all three actions: togglePin (L231-248), updateDueDate (L250-268), updateTags (L270-291), load attaches tags to entries (L20) and returns allTags (L24) |
| `package.json` | svelecte dependency | ✓ VERIFIED | Contains "svelecte": "^5.3.0" |
### Key Link Verification
| From | To | Via | Status | Details |
|------|----|----|--------|---------|
| entryTags.entryId | entries.id | Foreign key with cascade delete | ✓ WIRED | Schema line 68-69: references(() => entries.id, { onDelete: 'cascade' }) |
| entryTags.tagId | tags.id | Foreign key with cascade delete | ✓ WIRED | Schema line 71-72: references(() => tags.id, { onDelete: 'cascade' }) |
| tagRepository.findOrCreate | Case-insensitive query | sql\`lower(${tags.name}) = lower(${normalizedName})\` | ✓ WIRED | repository.ts L171: Uses sql template for case-insensitive comparison |
| TagInput component | availableTags prop | Passed from page data | ✓ WIRED | +page.svelte L45 → EntryList L15,33 → EntryCard L20,506 |
| EntryCard handleTagsChange | ?/updateTags action | fetch call | ✓ WIRED | EntryCard.svelte L201-204: fetch('?/updateTags', { method: 'POST', body: formData }) |
| EntryCard handleTogglePin | ?/togglePin action | fetch call | ✓ WIRED | EntryCard.svelte L169-172: fetch('?/togglePin', { method: 'POST', body: formData }) |
| EntryCard handleDueDateChange | ?/updateDueDate action | fetch call | ✓ WIRED | EntryCard.svelte L183-188: fetch('?/updateDueDate', { method: 'POST', body: formData }) |
| +page.server.ts load | tagRepository.getByEntryId | Attach tags to entries | ✓ WIRED | +page.server.ts L20: tags: tagRepository.getByEntryId(entry.id) in map |
| updateTags action | tagRepository.updateEntryTags | Update entry tags | ✓ WIRED | +page.server.ts L286: tagRepository.updateEntryTags(id, tagNames) |
### Requirements Coverage
All Phase 4 requirements from ROADMAP.md success criteria:
| Requirement | Status | Supporting Truths |
|-------------|--------|-------------------|
| 1. User can add multiple tags to an entry | ✓ SATISFIED | Truth #1 verified |
| 2. User can remove tags from an entry | ✓ SATISFIED | Truth #2 verified |
| 3. Tag input shows autocomplete suggestions from existing tags | ✓ SATISFIED | Truth #3 verified |
| 4. Tags are case-insensitive ("work" matches "Work" and "WORK") | ✓ SATISFIED | Truth #4 verified |
| 5. User can pin/favorite an entry for quick access | ✓ SATISFIED | Truth #5 verified |
| 6. User can set a due date on a task | ✓ SATISFIED | Truth #6 verified |
| 7. Pinned entries appear in a dedicated section at top of list | ✓ SATISFIED | Truth #7 verified |
### Anti-Patterns Found
No blocking anti-patterns found. All files have substantive implementations with no TODO/FIXME blockers, no placeholder content, and no stub implementations.
**Scanned files:**
- src/lib/server/db/schema.ts: No anti-patterns
- src/lib/server/db/repository.ts: No anti-patterns
- src/lib/components/TagInput.svelte: No anti-patterns
- src/lib/components/EntryCard.svelte: No anti-patterns
- src/lib/components/EntryList.svelte: No anti-patterns
- src/routes/+page.server.ts: No anti-patterns
### Human Verification Required
#### 1. Tag autocomplete visual interaction
**Test:** Open an entry in edit mode, click the Tags input field, start typing a tag name that partially matches an existing tag (e.g., if "work" exists, type "wo")
**Expected:** Dropdown appears showing "work" as a suggestion, user can click to select it or press Enter. When typing a new tag name, user can press Enter to create it.
**Why human:** Svelecte UI behavior (dropdown appearance, keyboard navigation, visual feedback) requires visual confirmation.
#### 2. Case-insensitive tag matching
**Test:**
1. Create a tag "Work" on an entry
2. On another entry, type "work" in the tag input
3. Try to create it
**Expected:** Should suggest the existing "Work" tag (case-insensitive match), not create a duplicate. If user confirms, both entries should reference the same tag with original casing "Work".
**Why human:** Database constraint prevents duplicate, but UI behavior (autocomplete suggestion before creation) needs visual verification.
#### 3. Pinned section ordering and appearance
**Test:**
1. Pin 2-3 entries
2. Scroll through the list
**Expected:**
- Pinned entries appear in a separate section at the very top
- Section has "PINNED" header in uppercase gray text
- Pinned entries show yellow pin icon in both collapsed and expanded views
- Unpinned entries appear below in their own section
**Why human:** Visual layout, section ordering, and styling require human eyes.
#### 4. Tag display overflow behavior
**Test:**
1. Add 5+ tags to an entry
2. Collapse the entry
**Expected:** Collapsed view shows first 3 tags as gray pills, followed by "+N" indicator (e.g., "+2" for 5 tags total). All tags visible in expanded view.
**Why human:** Visual truncation and overflow indicator placement/styling requires visual confirmation.
#### 5. Due date picker interaction
**Test:**
1. Expand an entry
2. Click the Due Date input
3. Select a date from the calendar picker
4. Collapse and re-expand the entry
**Expected:** Native browser date picker appears, selected date displays in YYYY-MM-DD format in expanded view and on collapsed card, persists across collapse/expand.
**Why human:** Native date picker behavior varies by browser, needs visual/interaction testing.
### Database Verification
**Schema synced:** Yes
```sql
-- tags table with case-insensitive unique constraint
CREATE TABLE `tags` (
`id` text PRIMARY KEY NOT NULL,
`name` text NOT NULL,
`created_at` text NOT NULL
);
CREATE UNIQUE INDEX `tagNameUniqueIndex` ON `tags` (lower("name"));
-- entry_tags junction table with cascade deletes
CREATE TABLE `entry_tags` (
`entry_id` text NOT NULL,
`tag_id` text NOT NULL,
PRIMARY KEY(`entry_id`, `tag_id`),
FOREIGN KEY (`entry_id`) REFERENCES `entries`(`id`) ON UPDATE no action ON DELETE cascade,
FOREIGN KEY (`tag_id`) REFERENCES `tags`(`id`) ON UPDATE no action ON DELETE cascade
);
```
**Database location:** data/taskplaner.db (12 KB, last modified 2026-01-29)
**Verification:** Ran `sqlite3 data/taskplaner.db ".schema tags"` and `".schema entry_tags"` - both tables exist with correct structure including:
- tags: unique index on lower(name) for case-insensitive uniqueness
- entry_tags: composite primary key on (entry_id, tag_id), cascade deletes on both foreign keys
## Summary
**Phase 4 goal ACHIEVED.** All 7 success criteria from ROADMAP.md are satisfied:
✓ Users can organize entries with multiple tags
✓ Tag autocomplete from existing tags
✓ Case-insensitive tag matching
✓ Pin/favorite entries for quick access
✓ Set due dates on entries
✓ Pinned entries appear in dedicated section at top
**Technical Implementation:**
**Database Layer (Plan 04-01):**
- tags table with case-insensitive unique constraint
- entry_tags junction table for many-to-many relationships
- tagRepository with atomic tag replacement via updateEntryTags
**Pin/Due Date UI (Plan 04-02):**
- togglePin and updateDueDate form actions
- Pin button with visual indicator (yellow pin icon)
- Due date picker using native HTML5 date input
- EntryList splits entries into pinned/unpinned sections
**Tag Input UI (Plan 04-03):**
- Svelecte component for multi-select autocomplete
- TagInput wrapper component maps Tag objects to/from Svelecte format
- Tag display on collapsed cards (max 3 + overflow indicator)
- allTags passed from load data through component hierarchy
**Code Quality:**
- TypeScript compilation passes (svelte-check)
- No blocking anti-patterns (no TODOs, placeholders, or stubs)
- All artifacts substantive (15+ lines for components, full implementations)
- All key links wired and verified
- Database schema synced to filesystem
**Human verification items noted for final acceptance testing.**
---
_Verified: 2026-01-31T12:11:56Z_
_Verifier: Claude (gsd-verifier)_