chore(03): close Phase 03 — transition to Phase 04

- 03-08-SUMMARY (Gate 2 record) written; phase marked complete (12/12)
- ROADMAP: Phase 3 [x] complete 2026-06-07; REQUIREMENTS updated
- STATE: advanced to Phase 4, focus + progress corrected (backlog 999.x were
  miscounted as milestone phases → reset total_phases to 5, 60%)
- PROJECT.md evolved: event CRUD / OIDC login / iOS PWA install moved to
  Validated (Phase 3); D-17 logged; Android install + onboarding-provider-setup
  kept Active
- removed stale .continue-here + one-shot HANDOFF.json

Carried forward: B5 (Android install), Phase 4 SSE entry gate (D-14), backlog 999.3-999.9.
This commit is contained in:
Lucas Berger
2026-06-07 19:24:33 -04:00
parent d71b15cd02
commit cca5205173
6 changed files with 110 additions and 148 deletions
+7 -5
View File
@@ -15,17 +15,18 @@ The household can see and co-edit one color-coded family calendar (shared + each
<!-- Shipped and confirmed valuable. -->
- [x] Unified, color-coded calendar view aggregating all Fastmail-hosted calendars (shared family + each member's personal) — **Validated in Phase 2 (calendar-display)**: read-only day/week/month/agenda views, server-side recurrence expansion (DST-correct), all-day no-shift, color routing by member/shared. Operator UAT approved. (Shared/rose lane activates once a shared calendar is marked — deferred per D-16.)
- [x] Create / edit / delete events written back to the correct Fastmail calendar via the app's single broker token — **Validated in Phase 3 (Gate 2, live 2026-06-07)**: create (timed/all-day/weekly-recurring), edit, delete, and recurring-series delete all round-trip to caldav.fastmail.com; 412-conflict handled. Recurring repeat-bound + per-occurrence-duration UX are "create+display only in v1" gaps (backlog 999.7/999.8).
- [x] Authelia OIDC login for every member (true SSO) — **Validated in Phase 3 (Gate 2, live 2026-06-07)**: both members log in via real Authelia OIDC over Pangolin; distinct stable colors; session carried transparently by Authelia SSO. (Full-name legend needs an Authelia ID-token `claims_policy` — operator step.)
- [x] React PWA installable on iPhone via "Add to Home Screen" (no App Store) — **Validated in Phase 3 (Gate 2, live 2026-06-07)**: iOS install + full-screen standalone launch + standalone OIDC login (load-bearing) confirmed on the wife's iPhone. Android install walkthrough deferred (B5, not yet device-tested).
### Active
<!-- v1 scope. Hypotheses until shipped and validated. -->
- [ ] Create / edit / delete events written back to the correct Fastmail calendar via the app's single broker token
- [ ] Shared collaborative lists (groceries, gift ideas) that both members co-edit, stored in MariaDB
- [ ] Live list sync so co-edits appear without manual refresh (Redis optional)
- [ ] Authelia OIDC login for every member (true SSO)
- [ ] React PWA installable on iPhone and Android via "Add to Home Screen" (no App Store)
- [ ] Web Push notifications for event reminders and list changes
- [ ] Low-friction onboarding for the non-technical Apple member — visit one URL, sign in
- [ ] Android PWA install walkthrough verified on a real Android device (iOS validated Phase 3; Android = carried Gate 2 row B5)
- [ ] Low-friction onboarding for the non-technical Apple member — visit one URL, sign in. **Partially validated Phase 3** (wife logged in + installed unaided); the per-member Fastmail app-password provider-setup step is still missing (backlog 999.5)
### Out of Scope
@@ -77,6 +78,7 @@ The household can see and co-edit one color-coded family calendar (shared + each
| **D-14:** Defer Phase 1 Gate 2 (live Authelia/Pangolin verification). SSE-over-Pangolin smoke = hard gate before Phase 4; live AUTH smoke incl. iOS standalone-PWA folded into Phase 3; full 2-member prod login verified there. Phases 23 develop behind a documented dev-auth bypass. | Gate 2 needs operator infra (Authelia config + tunnel) + docs that didn't exist; deferring unblocks Phase 2/3 code without rework risk, since the broker data path (CAL-01/CAL-08) is already proven live. SSE must still be verified before Phase 4 to avoid building live-sync on an unverified transport (#1034). | Tracked: `01-HUMAN-UAT.md`, `docs/deployment.md` |
| **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. | — Pending (Gate 2) |
| **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). | — Pending (shared calendar not yet created) |
| **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 999.3999.9. | — Validated (Gate 2, `03-GATE2-RESULTS.md`). Carried: Android install (B5), SSE smoke (Phase 4 entry gate, D-14). |
## Evolution
@@ -96,4 +98,4 @@ This document evolves at phase transitions and milestone boundaries.
4. Update Context with current state
---
*Last updated: 2026-06-03 after initialization*
*Last updated: 2026-06-07 after Phase 3 (event-write-back-pwa-install)*