docs: complete milestone v1.0 archival

- Archive roadmap, requirements, and audit to .planning/milestones/ - Update PROJECT.md with validated requirements and decisions - Reset STATE.md for next milestone cycle - Create MILESTONES.md for project history Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-02-01 16:07:53 +01:00
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--- a/.planning/milestones/v1.0-AUDIT.md
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+---
+milestone: v1
+audited: 2026-02-01T14:50:00Z
+status: passed
+scores:
+  requirements: 31/31
+  phases: 6/6
+  integration: 27/28
+  flows: 5/5
+gaps:
+  requirements: []
+  integration: []
+  flows: []
+tech_debt:
+  - phase: 03-images
+    items:
+      - "Orphaned: CameraCapture.svelte (replaced with file input, 313 lines unused)"
+  - phase: all
+    items:
+      - "15 TypeScript warnings (non-blocking svelte-check warnings about state initialization)"
+---
+
+# TaskPlanner v1 Milestone Audit Report
+
+**Audited:** 2026-02-01
+**Status:** PASSED
+**Verdict:** All requirements satisfied, all phases verified, excellent integration
+
+## Executive Summary
+
+TaskPlanner milestone v1 is **production-ready**. All 31 requirements are satisfied across 6 phases with excellent cross-phase integration (96%) and complete E2E user flows (100%). Minor tech debt exists but does not affect functionality.
+
+## Scores
+
+| Category | Score | Status |
+|----------|-------|--------|
+| Requirements | 31/31 | 100% SATISFIED |
+| Phases | 6/6 | 100% VERIFIED |
+| Integration | 27/28 | 96% CONNECTED |
+| E2E Flows | 5/5 | 100% COMPLETE |
+
+## Requirements Coverage
+
+### Core (6/6) ✓
+
+| Req | Description | Phase | Status |
+|-----|-------------|-------|--------|
+| CORE-01 | User can create a new entry | Phase 2 | SATISFIED |
+| CORE-02 | User can edit an existing entry | Phase 2 | SATISFIED |
+| CORE-03 | User can delete an entry | Phase 2 | SATISFIED |
+| CORE-04 | User can mark entry as task or thought | Phase 2 | SATISFIED |
+| CORE-05 | User can mark a task as complete | Phase 2 | SATISFIED |
+| CORE-06 | User can add notes to an entry | Phase 2 | SATISFIED |
+
+### Images (4/4) ✓
+
+| Req | Description | Phase | Status |
+|-----|-------------|-------|--------|
+| IMG-01 | Attach images via file upload | Phase 3 | SATISFIED |
+| IMG-02 | Attach images via camera capture | Phase 3 | SATISFIED |
+| IMG-03 | View attached images on entry | Phase 3 | SATISFIED |
+| IMG-04 | Remove image attachments | Phase 3 | SATISFIED |
+
+### Tags (4/4) ✓
+
+| Req | Description | Phase | Status |
+|-----|-------------|-------|--------|
+| TAG-01 | Add tags to an entry | Phase 4 | SATISFIED |
+| TAG-02 | Remove tags from an entry | Phase 4 | SATISFIED |
+| TAG-03 | Autocomplete from existing tags | Phase 4 | SATISFIED |
+| TAG-04 | Case-insensitive tags | Phase 4 | SATISFIED |
+
+### Organization (3/3) ✓
+
+| Req | Description | Phase | Status |
+|-----|-------------|-------|--------|
+| ORG-01 | Pin/favorite entries | Phase 4 | SATISFIED |
+| ORG-02 | Set due date on tasks | Phase 4 | SATISFIED |
+| ORG-03 | Pinned section at top | Phase 4 | SATISFIED |
+
+### Search (4/4) ✓
+
+| Req | Description | Phase | Status |
+|-----|-------------|-------|--------|
+| SRCH-01 | Search by text in title/content | Phase 5 | SATISFIED |
+| SRCH-02 | Filter by tag | Phase 5 | SATISFIED |
+| SRCH-03 | Filter by date range | Phase 5 | SATISFIED |
+| SRCH-04 | Filter by type (task/thought) | Phase 5 | SATISFIED |
+
+### Capture (3/3) ✓
+
+| Req | Description | Phase | Status |
+|-----|-------------|-------|--------|
+| CAPT-01 | Quick capture with minimal friction | Phase 2 | SATISFIED |
+| CAPT-02 | Default to thought type | Phase 2 | SATISFIED |
+| CAPT-03 | Accessible from main view | Phase 2 | SATISFIED |
+
+### UX (3/3) ✓
+
+| Req | Description | Phase | Status |
+|-----|-------------|-------|--------|
+| UX-01 | Mobile-friendly UI | Phase 2 | SATISFIED |
+| UX-02 | Readable fonts for older eyes | Phase 2 | SATISFIED |
+| UX-03 | Cross-browser compatibility | Phase 2 | SATISFIED |
+
+### Deployment (4/4) ✓
+
+| Req | Description | Phase | Status |
+|-----|-------------|-------|--------|
+| DEPLOY-01 | App runs in Docker container | Phase 6 | SATISFIED |
+| DEPLOY-02 | Configuration via env variables | Phase 6 | SATISFIED |
+| DEPLOY-03 | Data persists via named volumes | Phase 6 | SATISFIED |
+| DEPLOY-04 | Single docker-compose.yml | Phase 6 | SATISFIED |
+
+## Phase Verification Summary
+
+| Phase | Name | Truths Verified | Status |
+|-------|------|-----------------|--------|
+| 01 | Foundation | 11/11 | PASSED |
+| 02 | Core CRUD | 8/8 | PASSED |
+| 03 | Images | 5/5 | PASSED |
+| 04 | Tags | 7/7 | PASSED |
+| 05 | Search | 5/5 | PASSED |
+| 06 | Deployment | 5/5 | PASSED |
+
+**Total:** 41/41 truths verified across all phases
+
+## Integration Analysis
+
+### Phase-to-Phase Wiring
+
+| Connection | Status | Evidence |
+|------------|--------|----------|
+| Phase 1 → 2: DB/Repository | ✓ CONNECTED | +page.server.ts imports entryRepository |
+| Phase 2 → 3: Entry + Images | ✓ CONNECTED | images table with entryId FK, uploadImage action |
+| Phase 2 → 4: Entry + Tags | ✓ CONNECTED | entryTags junction, tagRepository.updateEntryTags |
+| Phase 4 → 5: Tags → Filter | ✓ CONNECTED | FilterBar uses availableTags, filterEntries checks tags |
+| Phase 1-5 → 6: Docker | ✓ CONNECTED | All features in container, health check verifies DB |
+
+### E2E User Flows
+
+| Flow | Description | Status |
+|------|-------------|--------|
+| Quick Capture | Type → Add → Entry appears | ✓ COMPLETE |
+| Image Capture | Upload → Thumbnail → Lightbox | ✓ COMPLETE |
+| Organization | Pin entries → Pinned section | ✓ COMPLETE |
+| Search | Type → Filter → Highlight | ✓ COMPLETE |
+| Cross-Device | Docker → Browser access | ✓ COMPLETE |
+
+### Orphaned Code
+
+| File | Reason | Impact |
+|------|--------|--------|
+| CameraCapture.svelte | Replaced with file input in Phase 03-04 | None - unused |
+
+## Tech Debt Summary
+
+**Total items:** 2
+**Blocking:** 0
+
+### Phase 03: Images
+- **Orphaned CameraCapture.svelte** - 313 lines created in Phase 03-03, replaced in Phase 03-04 with file input approach. File exists but never imported. Recommend deletion.
+
+### All Phases
+- **15 TypeScript warnings** - Svelte-check reports state initialization warnings. These are non-blocking informational warnings about capturing initial prop values. Functionality unaffected.
+
+## User Acceptance Testing
+
+### Phase 06 UAT (2026-02-01)
+
+| Test | Result |
+|------|--------|
+| Docker build succeeds | PASS |
+| Container starts and runs | PASS |
+| Application accessible | PASS |
+| Health endpoint returns 200 | PASS |
+| Data persists across restart | PASS |
+| Backup script creates archive | PASS |
+
+**Issues fixed during UAT:**
+1. Container restart loop → Fixed by renaming TASKPLANER_DATA_DIR to DATA_DIR
+2. 403 on form submission → Fixed by adding TASKPLANER_ORIGIN to docker-compose.yml
+3. Database tables missing → Fixed by adding auto-init in db/index.ts
+
+**E2E tests added:** 5 Playwright tests covering Docker deployment
+
+## Production Readiness
+
+| Aspect | Status | Notes |
+|--------|--------|-------|
+| Docker deployment | ✓ Ready | Multi-stage build, non-root user |
+| Health monitoring | ✓ Ready | /health endpoint with DB check |
+| Data persistence | ✓ Ready | Named volume for DB + images |
+| Environment config | ✓ Ready | TASKPLANER_* prefix documented |
+| Backup/restore | ✓ Ready | backup.sh with volume tar |
+| CSRF protection | ✓ Ready | TASKPLANER_ORIGIN configured |
+| E2E test coverage | ✓ Ready | Playwright tests for Docker |
+
+## Recommendation
+
+**PROCEED TO MILESTONE COMPLETION**
+
+All requirements satisfied. All phases verified. Excellent integration. Minor tech debt can be addressed post-release.
+
+---
+
+*Audited: 2026-02-01*
+*Integration checker: gsd-integration-checker*
--- a/.planning/milestones/v1.0-REQUIREMENTS.md
+++ b/.planning/milestones/v1.0-REQUIREMENTS.md
@@ -0,0 +1,137 @@
+# Requirements: TaskPlanner v1.0
+
+**Defined:** 2026-01-29
+**Shipped:** 2026-02-01
+**Core Value:** Capture and find anything from any device — especially laptop. If cross-device capture with images doesn't work, nothing else matters.
+
+## v1 Requirements (All Complete)
+
+### Core (6/6)
+
+- [x] **CORE-01**: User can create a new entry (task or thought)
+- [x] **CORE-02**: User can edit an existing entry
+- [x] **CORE-03**: User can delete an entry
+- [x] **CORE-04**: User can mark entry as task or thought when creating
+- [x] **CORE-05**: User can mark a task as complete
+- [x] **CORE-06**: User can add notes to an existing entry
+
+### Images (4/4)
+
+- [x] **IMG-01**: User can attach images to an entry via file upload
+- [x] **IMG-02**: User can attach images via camera capture (mobile)
+- [x] **IMG-03**: User can view attached images on an entry
+- [x] **IMG-04**: User can remove an image attachment
+
+### Tags (4/4)
+
+- [x] **TAG-01**: User can add tags to an entry
+- [x] **TAG-02**: User can remove tags from an entry
+- [x] **TAG-03**: User sees autocomplete suggestions from existing tags
+- [x] **TAG-04**: Tags are case-insensitive ("work" = "Work" = "WORK")
+
+### Organization (3/3)
+
+- [x] **ORG-01**: User can pin/favorite an entry for quick access
+- [x] **ORG-02**: User can set a due date on a task
+- [x] **ORG-03**: Pinned entries appear in a dedicated section
+
+### Search (4/4)
+
+- [x] **SRCH-01**: User can search entries by text (title and content)
+- [x] **SRCH-02**: User can filter entries by tag
+- [x] **SRCH-03**: User can filter entries by date range
+- [x] **SRCH-04**: User can filter to show only tasks or only thoughts
+
+### Capture (3/3)
+
+- [x] **CAPT-01**: User can quickly capture a new entry with minimal friction
+- [x] **CAPT-02**: Quick capture defaults to thought (less friction than choosing)
+- [x] **CAPT-03**: Quick capture is accessible from main view
+
+### UX (3/3)
+
+- [x] **UX-01**: UI works well on mobile devices (touch targets, layout)
+- [x] **UX-02**: Font sizes are readable for older eyes (configurable or large default)
+- [x] **UX-03**: UI works in any modern browser (Chrome, Firefox, Safari, Edge)
+
+### Deployment (4/4)
+
+- [x] **DEPLOY-01**: App runs in a Docker container
+- [x] **DEPLOY-02**: Configuration via environment variables
+- [x] **DEPLOY-03**: Data persists via named Docker volumes
+- [x] **DEPLOY-04**: Single docker-compose.yml for easy deployment
+
+## v2 Requirements (Deferred)
+
+### Polish
+
+- **POL-01**: Dark mode with theme toggle
+- **POL-02**: Keyboard shortcuts for common actions
+- **POL-03**: Export entries to JSON/Markdown
+- **POL-04**: Drag-and-drop reorder of entries
+
+### Advanced
+
+- **ADV-01**: Markdown support in entry content
+- **ADV-02**: Natural language date parsing ("tomorrow", "next Monday")
+- **ADV-03**: Recurring tasks
+- **ADV-04**: OCR text extraction from images
+- **ADV-05**: Note linking with backlinks
+- **ADV-06**: Offline support with sync
+
+## Out of Scope
+
+| Feature | Reason |
+|---------|--------|
+| Real-time collaboration | Personal tool, single user — massive complexity for no value |
+| Multi-user authentication | Single-user by design, no need for user management |
+| AI-powered categorization | Over-engineering; manual tags are clearer and simpler |
+| Complex folder hierarchies | Flat + tags is more flexible; nesting creates friction |
+| Kanban boards | Overhead for personal tasks; simple list is enough |
+| Multiple note types | Task/thought distinction is enough; more types complicate model |
+| Social features | Out of scope for self-hosted personal app |
+| Heavy WYSIWYG editor | Bloated and complex; plain text or defer to Markdown |
+| Push notifications | Browser notifications are unreliable and annoying |
+| Version history | Storage overhead; simple edit is fine for personal use |
+| Mobile native app | Web-first; browser works on all devices |
+
+## Traceability
+
+| Requirement | Phase | Status |
+|-------------|-------|--------|
+| CORE-01 | Phase 2 | Complete |
+| CORE-02 | Phase 2 | Complete |
+| CORE-03 | Phase 2 | Complete |
+| CORE-04 | Phase 2 | Complete |
+| CORE-05 | Phase 2 | Complete |
+| CORE-06 | Phase 2 | Complete |
+| IMG-01 | Phase 3 | Complete |
+| IMG-02 | Phase 3 | Complete |
+| IMG-03 | Phase 3 | Complete |
+| IMG-04 | Phase 3 | Complete |
+| TAG-01 | Phase 4 | Complete |
+| TAG-02 | Phase 4 | Complete |
+| TAG-03 | Phase 4 | Complete |
+| TAG-04 | Phase 4 | Complete |
+| ORG-01 | Phase 4 | Complete |
+| ORG-02 | Phase 4 | Complete |
+| ORG-03 | Phase 4 | Complete |
+| SRCH-01 | Phase 5 | Complete |
+| SRCH-02 | Phase 5 | Complete |
+| SRCH-03 | Phase 5 | Complete |
+| SRCH-04 | Phase 5 | Complete |
+| CAPT-01 | Phase 2 | Complete |
+| CAPT-02 | Phase 2 | Complete |
+| CAPT-03 | Phase 2 | Complete |
+| UX-01 | Phase 2 | Complete |
+| UX-02 | Phase 2 | Complete |
+| UX-03 | Phase 2 | Complete |
+| DEPLOY-01 | Phase 6 | Complete |
+| DEPLOY-02 | Phase 6 | Complete |
+| DEPLOY-03 | Phase 6 | Complete |
+| DEPLOY-04 | Phase 6 | Complete |
+
+**Coverage:** 31/31 requirements complete
+
+---
+*Archived: 2026-02-01 as part of v1.0 milestone completion*
--- a/.planning/milestones/v1.0-ROADMAP.md
+++ b/.planning/milestones/v1.0-ROADMAP.md
@@ -0,0 +1,160 @@
+# Milestone v1.0: MVP
+
+**Status:** ✅ SHIPPED 2026-02-01
+**Phases:** 1-6
+**Total Plans:** 18
+
+## Overview
+
+TaskPlanner delivers personal task and notes management with image attachments, accessible from any device via web browser. The roadmap progresses from data foundation through core features (entries, images, tags, search) to containerized deployment, with each phase delivering complete, verifiable functionality that enables the next.
+
+## Phases
+
+### Phase 1: Foundation
+**Goal**: Data persistence and project structure are ready for feature development
+**Depends on**: Nothing (first phase)
+**Requirements**: None (foundational — enables all other requirements)
+**Success Criteria** (what must be TRUE):
+  1. SQLite database initializes with schema on first run
+  2. Unified entries table supports both tasks and thoughts via type field
+  3. Repository layer provides typed CRUD operations for entries
+  4. Filesystem storage directory structure exists for future images
+  5. Development server starts and serves a basic page
+**Plans**: 2 plans
+
+Plans:
+- [x] 01-01-PLAN.md — SvelteKit project setup with Drizzle schema and unified entries table
+- [x] 01-02-PLAN.md — Repository layer with typed CRUD and verification page
+
+### Phase 2: Core CRUD
+**Goal**: Users can create, manage, and view entries with a responsive, accessible UI
+**Depends on**: Phase 1
+**Requirements**: CORE-01, CORE-02, CORE-03, CORE-04, CORE-05, CORE-06, CAPT-01, CAPT-02, CAPT-03, UX-01, UX-02, UX-03
+**Success Criteria** (what must be TRUE):
+  1. User can create a new entry specifying task or thought type
+  2. User can edit entry title, content, and type
+  3. User can delete an entry with confirmation
+  4. User can mark a task as complete and see visual indicator
+  5. User can add notes to an existing entry
+  6. Quick capture input is visible on main view with one-click submission
+  7. UI is usable on mobile devices with adequate touch targets
+  8. Text is readable for older eyes (minimum 16px base font)
+**Plans**: 4 plans
+
+Plans:
+- [x] 02-01-PLAN.md — Form actions for CRUD operations and accessible base styling
+- [x] 02-02-PLAN.md — Entry list, entry cards, and quick capture components
+- [x] 02-03-PLAN.md — Inline editing with expand/collapse, auto-save, and completed toggle
+- [x] 02-04-PLAN.md — Swipe-to-delete gesture and mobile UX verification
+
+### Phase 3: Images
+**Goal**: Users can attach, view, and manage images on entries from any device
+**Depends on**: Phase 2
+**Requirements**: IMG-01, IMG-02, IMG-03, IMG-04
+**Success Criteria** (what must be TRUE):
+  1. User can attach images via file upload on desktop
+  2. User can attach images via camera capture on mobile
+  3. User can view attached images inline with entry
+  4. User can remove image attachments from an entry
+  5. Images are stored on filesystem (not in database)
+**Plans**: 4 plans
+
+Plans:
+- [x] 03-01-PLAN.md — Database schema, file storage, thumbnail generation, and API endpoints
+- [x] 03-02-PLAN.md — File upload form action and ImageUpload component with drag-drop
+- [x] 03-03-PLAN.md — CameraCapture component with getUserMedia and preview/confirm flow
+- [x] 03-04-PLAN.md — EntryCard integration with gallery, lightbox, and delete functionality
+
+### Phase 4: Tags & Organization
+**Goal**: Users can organize entries with tags and quick access features
+**Depends on**: Phase 2
+**Requirements**: TAG-01, TAG-02, TAG-03, TAG-04, ORG-01, ORG-02, ORG-03
+**Success Criteria** (what must be TRUE):
+  1. User can add multiple tags to an entry
+  2. User can remove tags from an entry
+  3. Tag input shows autocomplete suggestions from existing tags
+  4. Tags are case-insensitive ("work" matches "Work" and "WORK")
+  5. User can pin/favorite an entry for quick access
+  6. User can set a due date on a task
+  7. Pinned entries appear in a dedicated section at top of list
+**Plans**: 3 plans
+
+Plans:
+- [x] 04-01-PLAN.md — Tags schema with case-insensitive index and tagRepository
+- [x] 04-02-PLAN.md — Pin/favorite and due date UI (uses existing schema columns)
+- [x] 04-03-PLAN.md — Tag input component with Svelecte autocomplete
+
+### Phase 5: Search
+**Goal**: Users can find entries through search and filtering
+**Depends on**: Phase 2, Phase 4 (tags for filtering)
+**Requirements**: SRCH-01, SRCH-02, SRCH-03, SRCH-04
+**Success Criteria** (what must be TRUE):
+  1. User can search entries by text in title and content
+  2. User can filter entries by tag (single or multiple)
+  3. User can filter entries by date range
+  4. User can filter to show only tasks or only thoughts
+  5. Search results show relevant matches with highlighting
+**Plans**: 3 plans
+
+Plans:
+- [x] 05-01-PLAN.md — SearchBar and FilterBar components with type definitions
+- [x] 05-02-PLAN.md — Filtering logic and text highlighting utilities
+- [x] 05-03-PLAN.md — Integration with recent searches and "/" keyboard shortcut
+
+### Phase 6: Deployment
+**Goal**: Application runs in Docker with persistent data and easy configuration
+**Depends on**: Phase 1-5 (all features complete)
+**Requirements**: DEPLOY-01, DEPLOY-02, DEPLOY-03, DEPLOY-04
+**Success Criteria** (what must be TRUE):
+  1. Application runs in a Docker container
+  2. Configuration is provided via environment variables
+  3. Data persists across container restarts via named volumes
+  4. Single docker-compose.yml starts the entire application
+  5. Backup of data directory preserves all entries and images
+**Plans**: 2 plans
+
+Plans:
+- [x] 06-01-PLAN.md — Docker configuration with adapter-node, Dockerfile, and docker-compose.yml
+- [x] 06-02-PLAN.md — Health endpoint, environment documentation, and backup script
+
+## Progress
+
+**Execution Order:**
+Phases execute in numeric order: 1 -> 2 -> 3 -> 4 -> 5 -> 6
+
+| Phase | Plans Complete | Status | Completed |
+|-------|----------------|--------|-----------|
+| 1. Foundation | 2/2 | Complete ✓ | 2026-01-29 |
+| 2. Core CRUD | 4/4 | Complete ✓ | 2026-01-29 |
+| 3. Images | 4/4 | Complete ✓ | 2026-01-31 |
+| 4. Tags & Organization | 3/3 | Complete ✓ | 2026-01-31 |
+| 5. Search | 3/3 | Complete ✓ | 2026-01-31 |
+| 6. Deployment | 2/2 | Complete ✓ | 2026-02-01 |
+
+---
+
+## Milestone Summary
+
+**Key Decisions:**
+- Tailwind CSS v4 with @tailwindcss/vite plugin
+- Unified entries table with type discriminator (task/thought)
+- SQLite with WAL mode for concurrent reads
+- Repository pattern with singleton instances
+- Native touch handlers for swipe-to-delete
+- File input with capture="environment" for mobile camera (replaced getUserMedia)
+- Svelecte for tag autocomplete
+- TASKPLANER_ prefix for environment variables
+
+**Issues Resolved:**
+- Docker container restart loop (DATA_DIR env var conflict with adapter-node)
+- 403 CSRF errors (missing TASKPLANER_ORIGIN)
+- Database schema not initializing (added auto-init)
+
+**Technical Debt Incurred:**
+- CameraCapture.svelte orphaned (313 lines unused, replaced with file input)
+- 15 TypeScript warnings (state initialization, non-blocking)
+
+---
+
+*For current project status, see .planning/MILESTONES.md*
+*Archived: 2026-02-01 as part of v1.0 milestone completion*