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chore: archive v1.1 milestone files

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Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
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Lucas Berger
2026-06-18 22:03:56 -04:00
co-authored by Claude Opus 4.8
parent 6cc3b8ae27
commit 7fbb3cca9d
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.planning/PROJECT.md
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@@ -8,20 +8,17 @@ FamilySync is a self-hosted, Dockerized family organization hub for a two-person
The household can see and co-edit one color-coded family calendar (shared + each member's personal) and shared lists from a single low-friction PWA — cross-ecosystem, no app store, no per-member calendar credential juggling.
## Current Milestone: v1.1 Operability & Polish
## Current State
**Goal:** Make FamilySync configurable, administrable, and maintainable for real multi-member use — guided setup, in-app admin, per-event reminders, faster write-back, CI/CD, and mobile test coverage — without hand-editing env files or the database.
**Shipped: v1.1 Operability & Polish (2026-06-18)** — 14 phases (7–20), 57 plans. Full detail in [`MILESTONES.md`](MILESTONES.md) and [`milestones/v1.1-ROADMAP.md`](milestones/v1.1-ROADMAP.md).
**Target features:**
v1.1 turned the v1.0 MVP into a configurable, administrable, maintainable app: guided first-run setup wizard, role-gated in-app admin (credential rotation, shared-calendar designation, member editor), per-event reminders with a variable-lead scheduler, near-instant (~1–2s) event write-back, local-auth (no-OIDC) mode, and auto timezone detection — all backed by a full self-hosted Gitea CI/CD pipeline (mobile + desktop Playwright regression, a real ESLint gate, dependency/secret/security scanning, dev↔prod image hygiene, and Docker publish). No more hand-editing env files or the database.
- **Per-event reminders** — reminder selector on the event form (incl. "none"), serialized as VALARM; scheduler honors each event's lead instead of a hardcoded 15-min, and fires nothing when an event has no alarm (was backlog 999.4)
- **Admin Settings section** — role-gated UI to manage per-member Fastmail app passwords and designate the shared calendar, replacing manual DB writes (was backlog 999.10)
- **Initial setup wizard** — first-run validated bootstrap of env vars, VAPID keypair, DB connection, and first app password (was backlog 999.11)
- **Faster write-back** — event-driven outbox drain so edits land in ~1s instead of up to ~15s, preserving the optimistic-202 durability guarantees (was backlog 999.13)
- **Gitea CI** — full regression (lint/typecheck/unit/API-integration against a MariaDB service container) on PR to main + build/publish Docker image (was backlog 999.14)
- **Mobile-browser testing** ✅ **delivered (Phase 7, 2026-06-11)** — Playwright harness, two-profile mobile matrix (iPhone/WebKit + Pixel/Chromium), DEV_AUTH_BYPASS auth, deterministic dev-DB seed; 58 specs across both profiles assert layout/state. TEST-01/TEST-02 validated. Consumed by Phase 8 CI (was backlog 999.12)
Deferred to backlog: self-service provider onboarding (999.5), provider abstraction (999.1), dark mode / theming (999.20), and a broader modern-styling refresh (999.21 — future milestone).
Deferred to backlog: self-service provider onboarding (999.5) and provider abstraction (999.1). Admin-managed credentials (999.10) partially cover the multi-member credential gap in the interim.
## Next Milestone
Not yet defined. Start with `/gsd-new-milestone` (questioning → research → requirements → roadmap). Candidate seeds in the backlog: dark mode / theming (999.20), modern visual refresh (999.21), self-service onboarding (999.5), provider abstraction (999.1), dev-user full-app exercise without a real calendar (999.19), and acting on the CI dependency report (999.18).
## Requirements
@@ -39,6 +36,11 @@ Deferred to backlog: self-service provider onboarding (999.5) and provider abstr
- [x] Faster write-back so edits reach Fastmail in ~1–2s instead of ~15s (CAL-15) — **Validated in Phase 9 (faster-write-back)**: event-driven outbox drain via a zero-dependency in-process EventEmitter (`outboxTrigger.ts`); a committed enqueue publishes a fire-and-forget `signalOutboxDrain()` that funnels through the existing `isDraining`-guarded drain with a `drainRequested` trailing-re-drain, preserving optimistic-202, create-before-delete on moves, exactly-once per uid, and the 15s `setInterval` fallback. 5/5 success criteria verified; trigger-wiring tests assert SC-1/D-05/D-07.
- [x] Per-event reminders — choose a reminder lead per event (None / 5m / 10m / 15m / 30m / 1h / 2h / 1d / 2d, all-day → day-granularity + 9 AM fire), serialized as a VALARM, with a variable-lead scheduler that honors each event's lead (CAL-13/CAL-14, NOTIF-04/05/06) — **Validated in Phase 11 (per-event-reminders)**: pure VALARM serialization/classification layer (`buildTimedValarm`/`buildAllDayValarm`/`classifyValarms`/`extractValarms`/`computeAlertInstantUtc`); variable-lead scheduler with `uid:dtstartMs` dedup, dropped fixed-15-min/shared-only restriction, all-day 9 AM-local branch; `reminderLeadMinutes` threaded end-to-end with preserve-on-no-change (D-08); allDay-aware reminder picker with edit pre-population. Gap-closure (Plan 11-05) fixed two code-review blockers — custom/other-client VALARMs are now preserved on edit via a surfaced `reminderIsCustom` signal (CAL-14 / Pitfall 1), and the all-day push body no longer reads "Starts in 0 min" — plus post-event-trigger classification, a server-side max bound, and helper-text gating. 5/5 must-haves verified; 347 API + 206 PWA tests green. **Deferred:** live Fastmail VALARM round-trip + on-device push fire (untestable in dev — no provider connected; backlog 999.19).
- [x] Admin role + role-gated settings surface to rotate member Fastmail app passwords and designate the shared calendar (ADMIN-01/02/03) — **Validated in Phase 10 (admin-role-settings)**: v1.1 DB foundation (`users.is_admin`, `member_credentials.provider_type`+`unique(user_id)`, `calendar_events.reminder_lead_minutes`, `app_config`) via an additive generate+migrate migration; DB-backed `requireAdmin` gating all `/api/admin/*` (client `isAdmin` UX-only, server 403 the real boundary, D-03); one shared `validateEncryptAndStoreCredential` helper for admin rotation + member self-service `/api/me/credential` (400-no-echo, session-userId only); exclusive shared-calendar designation made transactional + 404-guarded (CR-01 fix); gated `/admin` PWA route + conditional nav + `SetupBanner`. 12/12 must-haves verified; admin route-guard/nav-gating green in real Chromium (e2e 5/5). Deferred follow-ups: WR-01 bootstrap-race (Phase 12 reworks the bootstrap), broker `credentialSync.ts`/`CredentialSheet.tsx` crypto re-audit under full read access.
- [x] Initial setup wizard — first-run validated bootstrap of env/secrets/DB/OIDC/VAPID/app-password instead of hand-editing files; locks once complete (SETUP-01/02/03/04) — **Validated in Phase 12 (initial-setup-wizard)**: pre-auth `/api/setup/*` router mounted before the OIDC guard; each input validated (DB connects, VAPID decodes to 32 bytes + pairs with the public key, OIDC discovery resolves, app password reaches CalDAV); generated secrets shown for env copy and never persisted to the DB; completing user promoted to admin and a 423 guard enforced on every invocation. First-login-claims rework in `upsertUser` (no email coupling).
- [x] Self-hosted Gitea CI/CD + automated browser test coverage (TEST-01/02, CI-01/02) — **Validated in Phases 7/8/13/14/15/16**: a mobile (iPhone/WebKit + Pixel/Chromium) **and** desktop Playwright harness reached via `DEV_AUTH_BYPASS`; a PR pipeline gating lint (real ESLint flat config) / typecheck / unit / MariaDB-backed API integration / the headless harness; doc-only PRs skip the slow jobs via an always-running `gate` aggregate; dependency audit + gitleaks + eslint-plugin-security + dev↔prod image-hygiene assertions; and a publish job pushing the API production image on merge to `main`.
- [x] Local-auth (no-OIDC) mode (AUTH-LOCAL-*) — **Validated in Phase 19 (local-auth-no-oidc-mode)**: full local username/password account model — scrypt hashing, stateless `local-session` JWT cookie, `local_credentials` table, rate-limit/lockout login + logout, admin create/reset member, self-change password, OIDC-link to claim a local user, and a break-glass reset-admin CLI — coexisting with the Authelia OIDC path, removing the hard dependency on a deployed Authelia for solo/small self-hosters.
- [x] Household timezone as an explicit, stored, auto-detected, admin-changeable setting (Phase 18 D-01..D-07) — **Validated in Phase 18 (auto-timezone-detection)**: `getHouseholdTimezone(db)` with IANA validation is the source of truth for the all-day "9 AM local" reminder computation (replacing the implicit `process.env.TZ`), seeded from the browser at first run and changeable from `/admin`; browser-local display/timed-write path untouched.
- [x] PWA visual identity + phone-layout polish + admin member editor (Phase 17 D-01..D-10, Phase 20 D-01..D-07) — **Validated in Phases 17 & 20**: fixed the phone BottomTabBar/FAB overlap (with a CI regression guard), shipped the real FamilySync logo + full favicon/PWA-icon set + brand accent, restructured `tokens.css` into a themeable semantic-token layer (light-only groundwork), added a logout control + desktop-centered sheets; and replaced the per-row Rotate/Reset buttons with a single tappable member-editor sheet over `PATCH /api/admin/members/:id` (last-admin guard), retiring the confusing "Rotate" copy.
### Active
@@ -100,6 +102,9 @@ Deferred to backlog: self-service provider onboarding (999.5) and provider abstr
| **D-15:** Validate the real external topology via a **local Newt connector + test subdomain** through existing Pangolin (Mode A), not an Unraid deploy. Unraid (Mode B) reserved for go-live. | Authelia OIDC + SSE pass-through behaviour live in Authelia + Pangolin/Newt, not in where the origin runs — so a local Newt rig faithfully tests both, decoupling "does the topology work" from "is it in production." Newt dials outbound (no open ports). Only shared touch is an additive, reversible Authelia client. | ✓ Validated (Gate 2 executed live in Phase 3 / D-17) |
| **D-16 (2026-06-05, Phase 2):** No dedicated Fastmail "broker" account. The **shared-family calendar is a calendar collection created on the operator's primary Fastmail account** (`me@lucasberger.ca`) and shared out to the wife + others via Fastmail's own calendar sharing. The app's single app password enumerates it like any other collection; the `calendars.is_shared` flag (operator-set) marks which row is the shared one. | Clarified during the Wave 2 checkpoint: "broker account" was only ever the role the primary account's app password plays. id=1 ("Calendar") is the operator's **personal** calendar, not the shared one — so it must NOT be marked `is_shared`. Aggregating each _other_ member's **personal** calendar still follows the D-09 per-member app-password model (open for Phase 3 onboarding: a member may get a personal color lane, or only the shared calendar). | ✓ Resolved (2026-06-10): "FamilySync" shared calendar created on the primary account, synced as `calendars.id=10`, marked `is_shared=1`; shared lane + reminders now active |
| **D-17 (2026-06-07, Phase 3):** Phase 1 Gate 2 (deferred per D-14) was executed live during Phase 3 against real Authelia OIDC over Pangolin/Newt (Mode A), clearing the load-bearing iOS-standalone-login risk. The full event write path (create/all-day/recurring/edit/delete/conflict) is verified end-to-end to Fastmail. | Live bring-up surfaced bugs the dev-bypass build could not (newt MTU blackhole, OIDC state-cookie race, write-path timezone/identity/join/cache bugs, all-day off-by-one, color collisions). All fixed; UX gaps captured as backlog 999.3–999.9. | — Validated (Gate 2, `03-GATE2-RESULTS.md`). Carried: Android install (B5), SSE smoke (Phase 4 entry gate, D-14). |
| **D-18 (2026-06-12, Phase 9):** Faster write-back uses a **zero-dependency in-process EventEmitter** drain signal, not Redis — the drain is single-process by design; Redis stays only for list SSE. | The optimistic-202 outbox is single-process; an in-process signal funnelled through the existing `isDraining` guard preserves all durability guarantees without a new external dependency. (Redis was later removed entirely — quick 260618-smr — as it was unused at runtime.) | ✓ Validated (v1.1, Phase 9, CAL-15) |
| **D-19 (2026-06-17, Phase 19):** FamilySync ships **local username/password auth as a first-class mode coexisting with Authelia OIDC**, not OIDC-only. | The operator runs it this way; a hard dependency on a deployed Authelia is too heavy for solo/small self-hosters. A local user can be linked to an OIDC identity later (claim flow, never email-matched per D-10). | ✓ Validated (v1.1, Phase 19) |
| **D-20 (2026-06-11, Phase 8):** CI runs on the self-hosted Gitea runner with `runs-on: ubuntu-latest` (no self-hosted label) in Docker-executor mode; MariaDB readiness uses `healthcheck.sh --connect`, never `mysqladmin ping` (removed in MariaDB 11); the secret is `REGISTRY_PAT` (the `GITEA_` prefix is silently dropped). | Established by the runner-probe-first approach (PITFALLS 11/12); these constraints are load-bearing for every CI workflow in the repo. | ✓ Validated (v1.1, Phases 8/16, CI-01/02) |
## Evolution
@@ -122,4 +127,4 @@ This document evolves at phase transitions and milestone boundaries.
---
_Last updated: 2026-06-18 — Phase 20 (Admin Member Editor & Form Declutter) complete; single member-editor sheet (D-01..D-07) over new PATCH /api/admin/members/:id with last-admin guard; "Rotate"/"Reset password" copy retired._
_Last updated: 2026-06-18 after v1.1 milestone — Operability & Polish shipped (Phases 7–20, 57 plans): guided setup, in-app admin + member editor, per-event reminders, faster write-back, local-auth mode, auto timezone, and full Gitea CI/CD. Next milestone undefined — start with `/gsd-new-milestone`._