taskplaner/.planning/ROADMAP.md

Roadmap: TaskPlanner

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 Numbering:

• Integer phases (1, 2, 3): Planned milestone work
• Decimal phases (2.1, 2.2): Urgent insertions (marked with INSERTED)

Decimal phases appear between their surrounding integers in numeric order.

• Phase 1: Foundation - Data model, repository layer, and project structure ✓
• Phase 2: Core CRUD - Entry management, quick capture, and responsive UI
• Phase 3: Images - Image attachments with mobile camera support
• Phase 4: Tags & Organization - Tagging system with pinning and due dates
• Phase 5: Search - Full-text search and filtering
• Phase 6: Deployment - Docker containerization and production configuration

Phase Details

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:

• 01-01-PLAN.md — SvelteKit project setup with Drizzle schema and unified entries table
• 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: TBD

Plans:

• 02-01: TBD
• 02-02: TBD
• 02-03: TBD
• 02-04: TBD

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: TBD

Plans:

• 03-01: TBD
• 03-02: TBD
• 03-03: TBD

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: TBD

Plans:

• 04-01: TBD
• 04-02: TBD
• 04-03: TBD

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: TBD

Plans:

• 05-01: TBD
• 05-02: TBD
• 05-03: TBD

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: TBD

Plans:

• 06-01: TBD
• 06-02: TBD

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	0/4	Not started	-
3. Images	0/3	Not started	-
4. Tags & Organization	0/3	Not started	-
5. Search	0/3	Not started	-
6. Deployment	0/2	Not started	-

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Roadmap created: 2026-01-29 Depth: standard (5-8 phases) Coverage: 31/31 v1 requirements mapped