9 KiB
Phase 8 — progress log
Canonical record for Phase 8 (8a public route, 8b PWA shell, 8c markdown context). Mirrored to the Apple Notes note titled "Phase 8 — Public intake + PWA + project context". Workflow: a task moves
pending → in_progress → doneas I work it; TDD red/green noted where applicable.
How to read
[ ]pending[~]in progress[x]done — TDD green + commit landed[!]blocked, needs decision
Plan 8a — Public intake links and route
- Task 1: Schema —
c99be4d. Bridge: plan assumedgetOrCreateCollectionextended existing select values; it doesn't, so addedensureCardsCreatedByRoleValuesand extendedensureActivityActionValues. Tests: 446 pass. - Task 2: Token generator —
36572d9. 24 bytes CSPRNG → base64url → 32 chars.isIntakeTokenmatches. - Task 3: Best-effort client IP —
f608931. x-forwarded-for → x-real-ip → "unknown". - Task 4: Rate limiter —
70ce019. 60 req / 5 min per opaque key, in-memory, lossy on restart. 4 unit tests. - Task 5: Token resolver and daily counter —
3ece6cb.resolveIntakeLink,isLinkUsablewith lazy date-reset,validateIntakeLinkForStepreturns 3-valued LinkState. - Task 6: Middleware carve-out —
65b0cf4./intake/:path*short-circuits before cookie check. - Task 7: Public Server Action —
9081659. token-shape → rate-limit → daily-cap →nextStep. SameInterviewStepshape as signed-in. - Task 8: Public submission route —
4004aec.POST /api/public/intake. Sibling of/api/client/intakewithcreated_by_role='anonymous'set in code. Dropped vestigialtokenHeaderline per the plan's own comment. - Task 9: Minimal intake layout —
5137a6d. Deviation: no<html>/<body>(Next.js root layout owns those). Intent preserved — no ThemeScript, ThemeSync, Inter, or globals.css. - Task 10: Public intake page —
c9be1d2. 404 on unknown/revoked/expired with same wording. IntakePublic placeholder kept build green between Tasks 10/11. - Task 11: Public wizard + brief preview —
a3972f5. Replaced Task 10 placeholder with the real wizard. POST to/api/public/intake, redirect to/intake/[token]/sent/[cardId]. - Task 12: Thanks page —
07ece87. Resolves token only to confirm still alive — revoked tokens landing here still show "Thanks" so the submission cannot be probed. - Task 13: Card submitted-by badge —
bb78c9b. CardSubmittedBy: nothing for owner, "Requested" for client, "Submitted via public link" for anonymous. Renders nothing when accepted. - Task 14: Owner actions —
c29f855.createIntakeLinkAction,rotateIntakeTokenAction,setIntakeLinkActiveAction,setIntakeLinkNotesAction. Owner-only via requireOwner(). URL shown once. - Task 15: Intake links panel —
1e97655. New-link button → label input → URL shown once with Copy. Rotate / Revoke / Re-activate buttons. Notes editor (saves on blur). - Task 16: Wire panel into admin —
4335af4. Readsintake_linkssorted by-created, renders<IntakeLinksPanel>afterSummaryPanel. - Task 17: Integration tests — public route —
5fd1b41. 9 tests cover happy path, counter bump, hostile-brief rejection, bad-token 404s (unknown/revoked/expired/malformed), deleted-project cascade, and the activity row. All pass. - Task 18: Integration tests — owner UI actions —
fda6f2c. 2 placeholder tests as planned (Server Actions not directly driveable from vitest). Action coverage relies on Task 17's public-route tests + Task 19's manual walkthrough. - Task 19: Full verification — automated parts only.
npm run buildclean; color check empty (no banned tailwind greys or hex literals). All 11 new integration tests pass in isolation. Pre-existing failures inadmin.test.ts(1) andplan-puzzle.test.ts(3) are unrelated to phase 8 — they predate this work and concern a different surface. Manual walkthrough steps for Tasks 19.3–19.8 are listed in the chat.
Plan 8b — PWA shell
- Task 1: The source SVG —
8b40449. Rounded-square brand tile, single white!, brand colour matchessrc/lib/brand-default.ts. - Task 2: The icon build script —
2b8....@resvg/resvg-jsrenders source.svg into the four PNGs the manifest + iOS expect (192/512/maskable-512/apple-touch-180). Build is one-shot; outputs committed. - Task 3: The manifest —
2b61f5c.start_url=/intake/(trailing slash) so the browser falls back to last-visited token, or install-time URL on first open. - Task 4: The service worker —
dfcd673. Cache-first for static allowlist, network-first for /intake/* HTML with offline fallback to cached shell, pass-through for /api/public/intake and Server Actions.CACHE_NAME=intake-v1. - Task 5: Manifest link in the intake layout —
4c4dbaf. Deviation: route pieces through Nextmetadataexport (manifest, apple-touch-icon, appleWebApp); only SW registration stays inline. Verified rendered head: theme-color, manifest link, apple-touch-icon, SW script. - Task 6: Manual install verification — browser-state; documented walkthrough below.
- Task 7: Final test run —
npm test450/450; new integration tests 11/11;npm run buildclean.
Phase 8b manual install walkthrough
PWA install behaviour is browser-state. To verify on your own device:
- iOS Safari: open
/intake/<token>→ Share → Add to Home Screen. The icon should be the brand-coloured tile with!. Launching from the home screen opens standalone (no Safari chrome). - Android Chrome: open
/intake/<token>→ browser shows an install prompt at the bottom. Install. Icon appears in the launcher. - Once installed, kill the network briefly and reload — the cached shell should render with an offline-style fallback (the route's content fetch fails but the SW serves the cached HTML shell from the install).
- The Wizard's POST to
/api/public/intakeand the Server Action both pass through the SW unchanged, so a flaky network only affects the SHELL load, not the submission.
Plan 8c — Per-project markdown context
- Task 1: Schema —
7df7074. Optionalprojects.background_md, max 40000 chars. Migration idempotent (says "already present" on re-run). - Tasks 2 + 3: Intake context + prompt modules —
4a31b16.IntakeContext.backgroundMd;intakeContextreads + truncates to 30000-char prompt cap with marker. Both prompts add a "Background on this app" section framed as the developer's own notes. - Task 4: Prompt tests —
5c6f82c. 9 new tests inprompt.test.ts(was 11, now 20). The byte-identical test is the day-one regression guard: every existing project gets emptybackground_mdafter migration, and the empty path must produce exactly the pre-8c prompt. - Task 5: Owner editor — Server Action
setProjectBackgroundMdAction(owner-only, slices to 40000) +BackgroundMdEditor(one textarea, live counter, explicit Save, repo URL as "see also"). - Task 6: Wire into admin —
2432fff. Editor sits below IntakeLinksPanel on/admin/projects/[projectId]. - Task 7: Full verification —
npm test459/459 (was 450, +9 prompt tests), 11/11 phase-8 integration tests,npm run buildclean. Manual walkthrough documented below.
Phase 8c manual walkthrough
- Sign in as owner →
/admin/projects/<id>→ scroll pastPublic intake linksto "Background notes for the assistant". - Type a short markdown doc, Save, reload — doc persists.
- Paste 50000 chars, Save, reload. Stored value is the first 40000 chars (field cap); wizard receives first 30000 + truncation marker.
- With an AI provider configured, run the wizard as a client manager on the same project. The first question should reference your doc (e.g. "the quotes area does X — is that what you mean?").
- Sign out, open a public token for the same project, run the wizard. Same prompt fires —
intakeContextis the single code path.
Phase 8 — complete
All three sub-plans (8a public route, 8b PWA shell, 8c markdown context) are committed.
Phase 9a — complete
All 7 tasks committed. Schema lands, helpers + DB read/write work, owner toggle ships on the project admin page, integration test confirms schema behaviour (composite unique index, per-(link, project) tracking, sensible route status). Unit: 466/466 pass. Phase 8 backwards compat: existing per-project links still resolve through the picker to the wizard URL (will be verified end-to-end in 9b).
Phase 9b — complete
All 8 tasks committed. /admin/clients/[id] ships with the picker-friendly Request-links panel and the per-project opt-in toggles. /intake/[token] is now the picker (with single-project redirect + zero-projects fallback). /intake/[token]/p/[projectId] renders the wizard. The Server Action and POST /api/public/intake both honour projectId and verify it against the link's client. Phase 8 backwards compat preserved.
Phase 9c — complete
All 12 integration tests pass. 466/466 unit tests pass. Build clean. The picker flow is end-to-end verified: card lands on the chosen project's inbox, cross-client projectId refused, hostile body fields ignored, per-(link, project) cap isolates.