diff --git a/.planning/STATE.md b/.planning/STATE.md index c3b2f9f..3bd14c5 100644 --- a/.planning/STATE.md +++ b/.planning/STATE.md @@ -11,28 +11,28 @@ See: .planning/PROJECT.md (updated 2026-02-13) ## Current Position Phase: 1 of 3 (Database Schema & Backend API) -Plan: 0 of TBD in current phase -Status: Ready to plan -Last activity: 2026-02-13 — Roadmap created with 3 phases covering all 16 v1 requirements +Plan: 1 of 2 in current phase +Status: Executing +Last activity: 2026-02-13 — Completed 01-01-PLAN.md (Database foundation for member notes) -Progress: [░░░░░░░░░░] 0% +Progress: [████░░░░░░] 50% ## Performance Metrics **Velocity:** -- Total plans completed: 0 -- Average duration: - min -- Total execution time: 0.0 hours +- Total plans completed: 1 +- Average duration: 3 min +- Total execution time: 0.05 hours **By Phase:** | Phase | Plans | Total | Avg/Plan | |-------|-------|-------|----------| -| - | - | - | - | +| 01 | 1 | 3 min | 3 min | **Recent Trend:** -- Last 5 plans: None yet -- Trend: Not enough data +- Last 5 plans: 3 min +- Trend: Stable (only 1 plan completed) *Updated after each plan completion* @@ -47,6 +47,7 @@ Recent decisions affecting current work: - Shared notes (all admin roles): Chairman wants transparency across admin roles (outcome pending) - Append-only notes (no edit/delete): Maintains audit integrity for member observations (outcome pending) - Alpine.js inline UI: Matches existing stack and avoids full page reloads (outcome pending) +- Use morphMap instead of enforceMorphMap: Avoids breaking Spatie Laravel Permission while providing namespace protection (completed in 01-01) ### Pending Todos @@ -59,5 +60,5 @@ None yet. ## Session Continuity Last session: 2026-02-13 -Stopped at: Roadmap creation complete, ready to plan Phase 1 +Stopped at: Completed 01-01-PLAN.md - Database foundation for member notes system Resume file: None diff --git a/.planning/phases/01-database-schema-backend-api/01-01-SUMMARY.md b/.planning/phases/01-database-schema-backend-api/01-01-SUMMARY.md new file mode 100644 index 0000000..06d3ac5 --- /dev/null +++ b/.planning/phases/01-database-schema-backend-api/01-01-SUMMARY.md @@ -0,0 +1,173 @@ +--- +phase: 01-database-schema-backend-api +plan: 01 +subsystem: member-notes +tags: [database, polymorphic-relationships, migrations, models] +dependency_graph: + requires: [] + provides: + - notes_table_schema + - note_model_with_relationships + - member_notes_relationship + - note_factory_for_testing + affects: + - app/Models/Member.php + - app/Providers/AppServiceProvider.php +tech_stack: + added: + - polymorphic_morph_map_for_member + patterns: + - polymorphic_relationships_via_morphTo_morphMany + - morph_map_for_namespace_safety +key_files: + created: + - database/migrations/2026_02_13_120230_create_notes_table.php + - app/Models/Note.php + - database/factories/NoteFactory.php + modified: + - app/Models/Member.php + - app/Providers/AppServiceProvider.php +decisions: + - decision: Use morphMap instead of enforceMorphMap + rationale: Spatie Laravel Permission uses polymorphic relationships; enforceMorphMap breaks third-party packages + impact: Namespace protection for our models without breaking existing functionality +metrics: + duration: 3 + completed_at: 2026-02-13T04:05:50Z + tasks_completed: 2 + deviations: 1 +--- + +# Phase 01 Plan 01: Database Foundation for Member Notes System + +**One-liner:** Polymorphic notes table with Member relationship, Note model with author tracking, and factory for testing + +## Objective + +Create the database foundation for the member notes system: migration with polymorphic columns, Note model with relationships to notable entities and authors, Member model relationship, morph map registration, and test factory. + +This establishes the data layer that all subsequent note features depend on. + +## Execution Summary + +### Tasks Completed + +| Task | Name | Commit | Files | +|------|------|--------|-------| +| 1 | Create notes migration and Note model with polymorphic relationships | f2912ba | database/migrations/2026_02_13_120230_create_notes_table.php, app/Models/Note.php | +| 2 | Add Member relationship, morph map, and test factory | 4ca7530 | app/Models/Member.php, app/Providers/AppServiceProvider.php, database/factories/NoteFactory.php | +| - | Fix morph map enforcement to avoid breaking Spatie | 2e9b17e | app/Providers/AppServiceProvider.php | + +### What Was Built + +**Database Schema:** +- Notes table with polymorphic columns (notable_type, notable_id) +- Foreign key to users table for author tracking (author_user_id) +- Composite index on (notable_type, notable_id) for query performance +- Index on created_at for chronological sorting + +**Models:** +- Note model with: + - `notable()` morphTo relationship (polymorphic parent) + - `author()` belongsTo relationship (User who wrote the note) + - Fillable fields: notable_type, notable_id, content, author_user_id + +- Member model enhanced with: + - `notes()` morphMany relationship (ordered by created_at desc) + +**Infrastructure:** +- Morph map registration in AppServiceProvider ('member' => Member::class) +- NoteFactory with `forMember()` and `byAuthor()` state methods + +### Verification Results + +All success criteria met: + +1. Notes table exists with all required columns (id, notable_type, notable_id, content, author_user_id, created_at, updated_at) and indexes ✓ +2. Note model has working morphTo (notable) and belongsTo (author) relationships ✓ +3. Member model has working morphMany notes relationship ordered by created_at desc ✓ +4. Morph map stores 'member' string (not full class name 'App\Models\Member') in notable_type ✓ +5. NoteFactory can create notes with forMember() and byAuthor() state methods ✓ +6. `php artisan migrate:fresh --seed` runs without errors ✓ + +**Verification test output:** +``` +Note ID: 1 +Notable type: member +Content: Test note content +Author: Test User +Count: 1 +``` + +## Deviations from Plan + +### Auto-fixed Issues + +**1. [Rule 1 - Bug] Fixed morph map enforcement breaking Spatie Laravel Permission** +- **Found during:** Task 2 verification +- **Issue:** `Relation::enforceMorphMap()` requires ALL polymorphic models to be registered in the map, including third-party packages like Spatie Laravel Permission which uses polymorphic relationships for role/permission assignment. This caused "No morph map defined for model [App\Models\User]" error when running seeders. +- **Fix:** Changed from `enforceMorphMap()` to `morphMap()` in AppServiceProvider. This still provides namespace protection for our custom models (preventing issues if we refactor namespaces) but doesn't break third-party packages that use polymorphic relationships. +- **Files modified:** app/Providers/AppServiceProvider.php +- **Commit:** 2e9b17e + +## Key Decisions + +1. **Polymorphic relationship pattern**: Used morphs() in migration which automatically creates notable_type (string), notable_id (unsignedBigInteger), and composite index. This matches the existing pattern in CustomFieldValue.php. + +2. **Morph map alias**: Registered 'member' as the morph map alias for Member::class. This means the database stores 'member' instead of 'App\Models\Member' in the notable_type column, protecting against future namespace refactoring. + +3. **Default ordering**: The notes() relationship on Member orders by created_at desc by default, showing newest notes first for display purposes. + +4. **Author tracking**: Each note links to the User who created it via author_user_id foreign key, enabling audit trail and attribution. + +## Technical Notes + +- The Note model follows the same polymorphic pattern as CustomFieldValue (also uses morphTo) +- The migration creates a composite index on (notable_type, notable_id) automatically via morphs() +- Additional index on created_at for efficient chronological queries +- NoteFactory uses the morph map alias 'member' in its definition (not Member::class) +- Cascade delete on author_user_id ensures referential integrity + +## Dependencies + +**Requires:** +- Existing User model (for author relationship) +- Existing Member model (for notes relationship) + +**Provides for future plans:** +- notes table schema +- Note model with relationships +- Member->notes() relationship +- NoteFactory for testing + +**Affects:** +- Member model (added notes relationship) +- AppServiceProvider (morph map registration) + +## Self-Check: PASSED + +**Created files verified:** +``` +FOUND: database/migrations/2026_02_13_120230_create_notes_table.php +FOUND: app/Models/Note.php +FOUND: database/factories/NoteFactory.php +``` + +**Modified files verified:** +``` +FOUND: app/Models/Member.php (notes relationship added) +FOUND: app/Providers/AppServiceProvider.php (morph map registered) +``` + +**Commits verified:** +``` +FOUND: f2912ba (feat: notes table and Note model) +FOUND: 4ca7530 (feat: Member relationship, morph map, factory) +FOUND: 2e9b17e (fix: morph map enforcement) +``` + +**Database verification:** +- Notes table exists: YES +- All columns present: YES (id, notable_type, notable_id, content, author_user_id, created_at, updated_at) +- Morph map working: YES (notable_type stores 'member', not 'App\Models\Member') +- Relationships functional: YES (tested in tinker)