From 25779933cc49a84060b2ad4e53f10ed125af8dff Mon Sep 17 00:00:00 2001
From: gbanyan <gbanyan.huang@gmail.com>
Date: Fri, 13 Feb 2026 15:07:30 +0800
Subject: [PATCH] chore: complete v1.0 Member Notes System milestone

Archive roadmap and requirements to milestones/v1.0-*.
Evolve PROJECT.md with validated requirements and decisions.
Reorganize ROADMAP.md with milestone grouping.
Delete REQUIREMENTS.md (fresh for next milestone).

Generated with [Claude Code](https://claude.ai/code)
via [Happy](https://happy.engineering)

Co-Authored-By: Claude <noreply@anthropic.com>
Co-Authored-By: Happy <yesreply@happy.engineering>
---
 .planning/MILESTONES.md                   |  20 +++++
 .planning/PROJECT.md                      |  63 +++++++-------
 .planning/REQUIREMENTS.md                 | 100 ----------------------
 .planning/ROADMAP.md                      |  94 ++++----------------
 .planning/STATE.md                        |  40 ++-------
 .planning/milestones/v1.0-REQUIREMENTS.md |  65 ++++++++++++++
 .planning/milestones/v1.0-ROADMAP.md      |  94 ++++++++++++++++++++
 7 files changed, 237 insertions(+), 239 deletions(-)
 create mode 100644 .planning/MILESTONES.md
 delete mode 100644 .planning/REQUIREMENTS.md
 create mode 100644 .planning/milestones/v1.0-REQUIREMENTS.md
 create mode 100644 .planning/milestones/v1.0-ROADMAP.md

diff --git a/.planning/MILESTONES.md b/.planning/MILESTONES.md
new file mode 100644
index 0000000..2e234c7
--- /dev/null
+++ b/.planning/MILESTONES.md
@@ -0,0 +1,20 @@
+# Milestones
+
+## v1.0 Member Notes System (Shipped: 2026-02-13)
+
+**Phases completed:** 3 phases, 4 plans
+**Files modified:** 29 | **Lines:** +3,989 / -36
+**Timeline:** 2026-02-13 (single day)
+
+**Key accomplishments:**
+- Polymorphic notes table with Member relationship and author tracking
+- JSON API endpoints for note creation/retrieval with validation and audit logging
+- Inline quick-add note UI on member list with AJAX submission and dark mode
+- Expandable note history panel with search filtering and cache sync
+- 11 feature tests with 86 assertions
+
+**Bug found during UAT:**
+- `<template x-data>` inside `<tbody>` doesn't render children — fixed with per-member `<tbody x-data>`
+
+---
+
diff --git a/.planning/PROJECT.md b/.planning/PROJECT.md
index a0dbe13..36ab432 100644
--- a/.planning/PROJECT.md
+++ b/.planning/PROJECT.md
@@ -2,7 +2,7 @@
 
 ## What This Is
 
-An enhancement to the existing admin member list that adds per-member note-taking capability. Any admin user can quickly add timestamped text notes to any member, and see a note count badge on the member list. Designed primarily for the chairman (理事長) to track observations and follow-ups, but shared across all admin roles.
+An enhancement to the existing admin member list that adds per-member note-taking capability with inline quick-add and expandable history panel. Any admin user can add timestamped text notes to any member, view full note history with search, and see note count badges — all without leaving the member list page. Designed primarily for the chairman (理事長) but shared across all admin roles.
 
 ## Core Value
 
@@ -12,26 +12,20 @@ The chairman can annotate any member with timestamped notes directly from the me
 
 ### Validated
 
-<!-- Existing capabilities inferred from codebase -->
-
-- ✓ Member lifecycle management (pending → active → expired/suspended) — existing
-- ✓ Admin member list with search, filter, CRUD — existing
-- ✓ Role-based access control via Spatie permissions — existing
-- ✓ Multi-tier financial approval workflows — existing
-- ✓ CMS (articles, pages, documents) with headless API — existing
-- ✓ Issue tracking system — existing
-- ✓ Audit logging on business-critical actions — existing
-- ✓ Member profile with LINE ID — existing
+- ✓ Per-member notes with text + timestamp, stored in DB — v1.0
+- ✓ Inline quick-add note UI on the admin member list (no page navigation) — v1.0
+- ✓ Note count badge displayed on each member row in the list — v1.0
+- ✓ Click badge to expand/view full note history for that member — v1.0
+- ✓ All admin roles can view and write notes (shared visibility) — v1.0
+- ✓ Notes display author name and creation datetime — v1.0
+- ✓ Notes management (view history, search, chronological order) — v1.0
+- ✓ Dark mode fully supported — v1.0
+- ✓ All UI text in Traditional Chinese — v1.0
+- ✓ Works across paginated member list pages — v1.0
 
 ### Active
 
-- [ ] Per-member notes with text + timestamp, stored in DB
-- [ ] Inline quick-add note UI on the admin member list (no page navigation)
-- [ ] Note count badge displayed on each member row in the list
-- [ ] Click badge to expand/view full note history for that member
-- [ ] All admin roles can view and write notes (shared visibility)
-- [ ] Notes display author name and creation datetime
-- [ ] Notes management (view history, chronological order)
+(None — v1.0 complete, awaiting next milestone definition)
 
 ### Out of Scope
 
@@ -41,15 +35,20 @@ The chairman can annotate any member with timestamped notes directly from the me
 - Note editing or deletion — append-only for audit integrity
 - Dashboard/summary statistics — just the annotated member list
 - API endpoint for notes — admin-only, no public/headless API needed
+- Real-time updates (WebSocket) — single-user note-taking doesn't need sync
 
 ## Context
 
-- The existing admin member list is at `/admin/members` with full CRUD, search, and filtering
-- The chairman (理事長) role maps to `finance_chair` in the RBAC system
-- The `admin` middleware allows access to anyone with the `admin` role or any permissions
-- UI is Blade + Tailwind CSS + Alpine.js — inline interactions fit naturally with Alpine.js
-- All UI text is hardcoded Traditional Chinese
-- The member list uses standard Laravel pagination
+Shipped v1.0 with 3,989 lines added across 29 files.
+Tech stack: Laravel 10, Blade, Tailwind CSS, Alpine.js 3.4 + @alpinejs/collapse.
+11 feature tests with 86 assertions covering API, UI rendering, and data contracts.
+
+Key files:
+- `app/Models/Note.php` — Polymorphic note model with author relationship
+- `app/Http/Controllers/Admin/MemberNoteController.php` — CRUD endpoints
+- `resources/views/admin/members/index.blade.php` — Inline UI with per-member `<tbody x-data>`
+- `database/migrations/*_create_notes_table.php` — Schema with indexes
+- `tests/Feature/Admin/MemberNoteTest.php` — 11 tests
 
 ## Constraints
 
@@ -63,10 +62,16 @@ The chairman can annotate any member with timestamped notes directly from the me
 
 | Decision | Rationale | Outcome |
 |----------|-----------|---------|
-| Enhance existing member list vs new page | User wants notes integrated into existing workflow, not a separate tool | — Pending |
-| Shared notes (all admin roles) | Chairman wants transparency; secretary and others should see same notes | — Pending |
-| Append-only notes (no edit/delete) | Maintains audit integrity for member observations | — Pending |
-| Alpine.js inline UI | Matches existing stack; avoids full page reloads for quick note-taking | — Pending |
+| Enhance existing member list vs new page | User wants notes integrated into existing workflow | ✓ Good |
+| Shared notes (all admin roles) | Chairman wants transparency; secretary and others should see same notes | ✓ Good |
+| Append-only notes (no edit/delete) | Maintains audit integrity for member observations | ✓ Good |
+| Alpine.js inline UI | Matches existing stack; avoids full page reloads for quick note-taking | ✓ Good |
+| Polymorphic relationship (morphMap) | Future extensibility to other entities (issues, payments) | ✓ Good |
+| morphMap instead of enforceMorphMap | Avoids breaking Spatie Laravel Permission's morph usage | ✓ Good |
+| Per-member `<tbody x-data>` wrapper | Allows sibling `<tr>` elements to share Alpine state (template x-data is inert) | ✓ Good |
+| Client-side search via computed property | Notes dataset is small (<20/member), no server-side filtering needed | ✓ Good |
+| Explicit `latest('created_at')` ordering | Prevents bugs from implicit DB insertion order | ✓ Good |
+| JSON responses for admin endpoints | Phase 2+ consumes via AJAX from Alpine.js | ✓ Good |
 
 ---
-*Last updated: 2026-02-13 after initialization*
+*Last updated: 2026-02-13 after v1.0 milestone*
diff --git a/.planning/REQUIREMENTS.md b/.planning/REQUIREMENTS.md
deleted file mode 100644
index b973183..0000000
--- a/.planning/REQUIREMENTS.md
+++ /dev/null
@@ -1,100 +0,0 @@
-# Requirements: Member Notes System (會員備註系統)
-
-**Defined:** 2026-02-13
-**Core Value:** The chairman can annotate any member with timestamped notes directly from the member list, without navigating away from the page.
-
-## v1 Requirements
-
-### Note Creation
-
-- [ ] **NOTE-01**: Admin can add a text note to any member inline from the member list (no page navigation)
-- [ ] **NOTE-02**: Each note stores text content, author (current user), and creation datetime
-- [ ] **NOTE-03**: Note submission uses AJAX (Axios) with CSRF protection — no page reload
-
-### Note Display
-
-- [ ] **DISP-01**: Each member row shows a note count badge indicating number of notes
-- [ ] **DISP-02**: Clicking the badge expands an inline panel showing full note history (newest first)
-- [ ] **DISP-03**: Each note displays author name and formatted datetime
-- [ ] **DISP-04**: Notes can be filtered/searched by text content within a member's note history
-
-### Data Layer
-
-- [ ] **DATA-01**: Notes use polymorphic relationship (`notable_type`/`notable_id`) for future extensibility
-- [ ] **DATA-02**: Migration includes proper indexes for member lookups and chronological ordering
-- [ ] **DATA-03**: Member list uses eager loading (`withCount('notes')`) to prevent N+1 queries
-
-### Access & Audit
-
-- [ ] **ACCS-01**: All admin roles can view and write notes (reuses existing `admin` middleware)
-- [ ] **ACCS-02**: Note creation is logged via `AuditLogger::log()`
-- [ ] **ACCS-03**: Dark mode fully supported on all note UI elements
-
-### UI/UX
-
-- [ ] **UI-01**: All UI text in Traditional Chinese
-- [ ] **UI-02**: Note quick-add works correctly across paginated member list pages
-- [ ] **UI-03**: Alpine.js manages inline state (expand/collapse, form submission, loading states)
-
-## v2 Requirements
-
-### Enhanced Notes
-
-- **NOTE-04**: Note editing with revision history
-- **NOTE-05**: Note deletion with soft delete and audit trail
-- **NOTE-06**: Rich text / markdown support in note content
-
-### Advanced Display
-
-- **DISP-05**: Export member notes to PDF
-- **DISP-06**: Full-text search across all members' notes (global search)
-
-### Extended Data
-
-- **DATA-04**: Attach notes to other entities (Issues, Payments) using polymorphic relationship
-- **DATA-05**: Note categories or tags for organization
-
-### Permissions
-
-- **ACCS-04**: Granular `manage_member_notes` permission via Spatie
-
-## Out of Scope
-
-| Feature | Reason |
-|---------|--------|
-| Private/role-scoped notes | All notes shared across admin roles per user decision |
-| Note reminders/follow-ups | Over-engineering for v1; revisit based on usage |
-| Note attachments (files/images) | Keep notes lightweight — text only |
-| API endpoint for notes | Admin-only feature, no public/headless API needed |
-| Dedicated notes management page | Notes integrated into existing member list |
-| Real-time updates (WebSocket) | Single-user note-taking doesn't need real-time sync |
-
-## Traceability
-
-| Requirement | Phase | Status |
-|-------------|-------|--------|
-| NOTE-01 | Phase 2 | Pending |
-| NOTE-02 | Phase 2 | Pending |
-| NOTE-03 | Phase 2 | Pending |
-| DISP-01 | Phase 2 | Pending |
-| DISP-02 | Phase 3 | Pending |
-| DISP-03 | Phase 3 | Pending |
-| DISP-04 | Phase 3 | Pending |
-| DATA-01 | Phase 1 | Pending |
-| DATA-02 | Phase 1 | Pending |
-| DATA-03 | Phase 1 | Pending |
-| ACCS-01 | Phase 1 | Pending |
-| ACCS-02 | Phase 1 | Pending |
-| ACCS-03 | Phase 2 | Pending |
-| UI-01 | Phase 2 | Pending |
-| UI-02 | Phase 2 | Pending |
-| UI-03 | Phase 2 | Pending |
-
-**Coverage:**
-- v1 requirements: 16 total
-- Mapped to phases: 16 ✓
-- Unmapped: 0 ✓
-
----
-*Requirements defined: 2026-02-13*
-*Last updated: 2026-02-13 after roadmap creation*
diff --git a/.planning/ROADMAP.md b/.planning/ROADMAP.md
index 1cb2a45..23497d9 100644
--- a/.planning/ROADMAP.md
+++ b/.planning/ROADMAP.md
@@ -1,94 +1,30 @@
 # Roadmap: Member Notes System (會員備註系統)
 
-## Overview
+## Milestones
 
-This roadmap delivers inline note-taking capabilities for the Taiwan NPO admin member list, enabling quick annotation without page navigation. The implementation follows a foundation-first approach: database schema and backend API (Phase 1), followed by inline quick-add UI delivering core value (Phase 2), and concluding with full note history and display features (Phase 3). All work leverages the existing Laravel 10 + Alpine.js + Tailwind stack (Phase 3 adds @alpinejs/collapse, the official Alpine.js collapse plugin).
+- ✅ **v1.0 Member Notes System** — Phases 1-3 (shipped 2026-02-13)
 
 ## Phases
 
-**Phase Numbering:**
-- Integer phases (1, 2, 3): Planned milestone work
-- Decimal phases (2.1, 2.2): Urgent insertions (marked with INSERTED)
+<details>
+<summary>✅ v1.0 Member Notes System (Phases 1-3) — SHIPPED 2026-02-13</summary>
 
-Decimal phases appear between their surrounding integers in numeric order.
+- [x] Phase 1: Database Schema & Backend API (2/2 plans) — completed 2026-02-13
+- [x] Phase 2: Inline Quick-Add UI (1/1 plan) — completed 2026-02-13
+- [x] Phase 3: Note History & Display (1/1 plan) — completed 2026-02-13
 
-- [x] **Phase 1: Database Schema & Backend API** - Foundation layer with polymorphic relationships
-- [x] **Phase 2: Inline Quick-Add UI** - Core value: quick annotation from member list
-- [x] **Phase 3: Note History & Display** - Full note viewing and search capabilities
+Full details: `.planning/milestones/v1.0-ROADMAP.md`
 
-## Phase Details
-
-### Phase 1: Database Schema & Backend API
-**Goal**: Establish database foundation and backend endpoints for note storage and retrieval
-
-**Depends on**: Nothing (first phase)
-
-**Requirements**: DATA-01, DATA-02, DATA-03, ACCS-01, ACCS-02
-
-**Success Criteria** (what must be TRUE):
-  1. Notes table exists with polymorphic columns (`notable_type`, `notable_id`) and proper indexes
-  2. Admin can create a note via POST endpoint with text, member ID, and author auto-captured
-  3. Admin can retrieve all notes for a member via GET endpoint with author name and timestamps
-  4. Member list shows accurate note count for each member without N+1 queries
-  5. Note creation events are logged in audit trail with action and metadata
-
-**Plans:** 2 plans
-
-Plans:
-- [x] 01-01-PLAN.md — Database schema, Note model, Member relationship, morph map, factory
-- [x] 01-02-PLAN.md — MemberNoteController, routes, member list withCount, feature tests
-
-### Phase 2: Inline Quick-Add UI
-**Goal**: Deliver core value — admins can annotate members inline without page navigation
-
-**Depends on**: Phase 1
-
-**Requirements**: NOTE-01, NOTE-02, NOTE-03, DISP-01, UI-01, UI-02, UI-03, ACCS-03
-
-**Success Criteria** (what must be TRUE):
-  1. Each member row displays a note count badge showing number of notes
-  2. Admin can click an inline form to add a note without leaving the member list page
-  3. After submitting a note, the badge updates immediately and the form clears
-  4. Note submission shows loading state during AJAX request (disabled button)
-  5. Validation errors display in Traditional Chinese below the form field
-  6. All note UI elements work correctly in both light and dark mode
-  7. Quick-add functionality works across paginated member list pages (pages 1, 2, 3+)
-
-**Plans:** 1 plan
-
-Plans:
-- [x] 02-01-PLAN.md — Inline note form with Alpine.js, note count badge, AJAX submission, dark mode, and feature tests
-
-### Phase 3: Note History & Display
-**Goal**: Complete the note feature with full history viewing and search
-
-**Depends on**: Phase 2
-
-**Requirements**: DISP-02, DISP-03, DISP-04
-
-**Success Criteria** (what must be TRUE):
-  1. Admin can click the note count badge to expand an inline panel showing all notes for that member
-  2. Notes display in chronological order (newest first) with author name and formatted datetime
-  3. Panel shows empty state message ("尚無備註") when member has no notes
-  4. Admin can filter/search notes by text content within a member's note history
-  5. Expanded panel collapses cleanly without affecting other member rows
-
-**Plans:** 1 plan
-
-Plans:
-- [x] 03-01-PLAN.md — Expandable note history panel with search, collapse plugin, controller ordering fix, and feature tests
+</details>
 
 ## Progress
 
-**Execution Order:**
-Phases execute in numeric order: 1 → 2 → 3
-
-| Phase | Plans Complete | Status | Completed |
-|-------|----------------|--------|-----------|
-| 1. Database Schema & Backend API | 2/2 | ✓ Complete | 2026-02-13 |
-| 2. Inline Quick-Add UI | 1/1 | ✓ Complete | 2026-02-13 |
-| 3. Note History & Display | 1/1 | ✓ Complete | 2026-02-13 |
+| Phase | Milestone | Plans Complete | Status | Completed |
+|-------|-----------|----------------|--------|-----------|
+| 1. Database Schema & Backend API | v1.0 | 2/2 | ✓ Complete | 2026-02-13 |
+| 2. Inline Quick-Add UI | v1.0 | 1/1 | ✓ Complete | 2026-02-13 |
+| 3. Note History & Display | v1.0 | 1/1 | ✓ Complete | 2026-02-13 |
 
 ---
 *Roadmap created: 2026-02-13*
-*Last updated: 2026-02-13 (Phase 3 complete — all phases done)*
+*Last updated: 2026-02-13 (v1.0 milestone shipped)*
diff --git a/.planning/STATE.md b/.planning/STATE.md
index 3497db4..abb80a3 100644
--- a/.planning/STATE.md
+++ b/.planning/STATE.md
@@ -6,14 +6,13 @@ See: .planning/PROJECT.md (updated 2026-02-13)
 
 **Core value:** The chairman can annotate any member with timestamped notes directly from the member list, without navigating away from the page.
 
-**Current focus:** Phase 3 - Note History Display
+**Current focus:** v1.0 shipped — planning next milestone
 
 ## Current Position
 
-Phase: 3 of 3 (Note History Display)
-Plan: 1 of 1 in current phase
-Status: Phase Complete
-Last activity: 2026-02-13 — Completed 03-01-PLAN.md (Expandable note history panel with search)
+Milestone: v1.0 Member Notes System — SHIPPED
+Status: Complete
+Last activity: 2026-02-13 — Milestone archived
 
 Progress: [██████████] 100%
 
@@ -32,45 +31,24 @@ Progress: [██████████] 100%
 | 02 | 1 | 2.3 min | 2.3 min |
 | 03 | 1 | 2.2 min | 2.2 min |
 
-**Recent Trend:**
-- Last 5 plans: 3 min, 2 min, 2.3 min, 2.2 min
-- Trend: Consistently fast (sub-3 min average)
-
-*Updated after each plan completion*
-
 ## Accumulated Context
 
 ### Decisions
 
-Decisions are logged in PROJECT.md Key Decisions table.
-Recent decisions affecting current work:
-
-- Use Alpine.js collapse plugin for panel animation: Provides smooth, accessible expand/collapse with minimal code (completed in 03-01)
-- Wrap main row + expansion row in template x-data: Allows sibling tr elements to share Alpine.js state while maintaining table structure (completed in 03-01)
-- Client-side search via computed property: Notes dataset is small, no need for server-side filtering (completed in 03-01)
-- Fix controller ordering from implicit to explicit latest(): Prevents future bugs if database changes affect insertion order (completed in 03-01)
-- Eager load only author id+name: Reduces payload size, only needed fields for display (completed in 03-01)
-- Per-row Alpine.js scope for independent inline forms: Each row renders fresh x-data, pagination works correctly (completed in 02-01)
-- Submit button disabled when isSubmitting OR noteContent empty: Prevents blank note submissions (completed in 02-01)
-- Error display via optional chaining (errors.content?.[0]): Handles missing error keys gracefully (completed in 02-01)
-- Cancel button resets all state (content, form open, errors): Clean slate on re-open (completed in 02-01)
-- JSON responses for admin endpoints: Phase 2 consumes via AJAX from Alpine.js (completed in 01-02)
-- Authorization via admin middleware: StoreNoteRequest returns true, route middleware handles auth (completed in 01-02)
-- withCount in member list: Prevents N+1 queries for note count badges (completed in 01-02)
-- Use morphMap instead of enforceMorphMap: Avoids breaking Spatie Laravel Permission while providing namespace protection (completed in 01-01)
+All decisions logged in PROJECT.md Key Decisions table.
 
 ### Pending Todos
 
-None yet.
+None.
 
 ### Blockers/Concerns
 
-None yet.
+None.
 
 ## Session Continuity
 
 Last session: 2026-02-13
-Stopped at: Completed Phase 3 (03-01-PLAN.md) - Expandable note history panel with search
+Stopped at: v1.0 milestone complete and archived
 Resume file: None
 
-**Phase 3 Complete** - Note history display feature complete. Admins can now view all member notes inline with search filtering. The member notes feature is fully functional: inline quick-add (Phase 2) + expandable history panel (Phase 3). All 3 phases complete.
+**Milestone v1.0 shipped.** Next: `/gsd:new-milestone` when ready for new work.
diff --git a/.planning/milestones/v1.0-REQUIREMENTS.md b/.planning/milestones/v1.0-REQUIREMENTS.md
new file mode 100644
index 0000000..b7b30f9
--- /dev/null
+++ b/.planning/milestones/v1.0-REQUIREMENTS.md
@@ -0,0 +1,65 @@
+# Requirements Archive: v1.0 Member Notes System
+
+**Archived:** 2026-02-13
+**Status:** SHIPPED
+
+---
+
+## v1 Requirements — All Shipped
+
+### Note Creation
+
+- [x] **NOTE-01**: Admin can add a text note to any member inline from the member list — Phase 2
+- [x] **NOTE-02**: Each note stores text content, author (current user), and creation datetime — Phase 1
+- [x] **NOTE-03**: Note submission uses AJAX (Axios) with CSRF protection — no page reload — Phase 2
+
+### Note Display
+
+- [x] **DISP-01**: Each member row shows a note count badge indicating number of notes — Phase 2
+- [x] **DISP-02**: Clicking the badge expands an inline panel showing full note history (newest first) — Phase 3
+- [x] **DISP-03**: Each note displays author name and formatted datetime — Phase 3
+- [x] **DISP-04**: Notes can be filtered/searched by text content within a member's note history — Phase 3
+
+### Data Layer
+
+- [x] **DATA-01**: Notes use polymorphic relationship (`notable_type`/`notable_id`) — Phase 1
+- [x] **DATA-02**: Migration includes proper indexes for member lookups and chronological ordering — Phase 1
+- [x] **DATA-03**: Member list uses eager loading (`withCount('notes')`) to prevent N+1 queries — Phase 1
+
+### Access & Audit
+
+- [x] **ACCS-01**: All admin roles can view and write notes (reuses existing `admin` middleware) — Phase 1
+- [x] **ACCS-02**: Note creation is logged via `AuditLogger::log()` — Phase 1
+- [x] **ACCS-03**: Dark mode fully supported on all note UI elements — Phase 2
+
+### UI/UX
+
+- [x] **UI-01**: All UI text in Traditional Chinese — Phase 2
+- [x] **UI-02**: Note quick-add works correctly across paginated member list pages — Phase 2
+- [x] **UI-03**: Alpine.js manages inline state (expand/collapse, form submission, loading states) — Phase 3
+
+## Traceability
+
+| Requirement | Phase | Status |
+|-------------|-------|--------|
+| NOTE-01 | Phase 2 | ✓ Shipped |
+| NOTE-02 | Phase 1 | ✓ Shipped |
+| NOTE-03 | Phase 2 | ✓ Shipped |
+| DISP-01 | Phase 2 | ✓ Shipped |
+| DISP-02 | Phase 3 | ✓ Shipped |
+| DISP-03 | Phase 3 | ✓ Shipped |
+| DISP-04 | Phase 3 | ✓ Shipped |
+| DATA-01 | Phase 1 | ✓ Shipped |
+| DATA-02 | Phase 1 | ✓ Shipped |
+| DATA-03 | Phase 1 | ✓ Shipped |
+| ACCS-01 | Phase 1 | ✓ Shipped |
+| ACCS-02 | Phase 1 | ✓ Shipped |
+| ACCS-03 | Phase 2 | ✓ Shipped |
+| UI-01 | Phase 2 | ✓ Shipped |
+| UI-02 | Phase 2 | ✓ Shipped |
+| UI-03 | Phase 3 | ✓ Shipped |
+
+**Coverage:** 16/16 requirements shipped (100%)
+
+---
+*Archived: 2026-02-13*
diff --git a/.planning/milestones/v1.0-ROADMAP.md b/.planning/milestones/v1.0-ROADMAP.md
new file mode 100644
index 0000000..1cb2a45
--- /dev/null
+++ b/.planning/milestones/v1.0-ROADMAP.md
@@ -0,0 +1,94 @@
+# Roadmap: Member Notes System (會員備註系統)
+
+## Overview
+
+This roadmap delivers inline note-taking capabilities for the Taiwan NPO admin member list, enabling quick annotation without page navigation. The implementation follows a foundation-first approach: database schema and backend API (Phase 1), followed by inline quick-add UI delivering core value (Phase 2), and concluding with full note history and display features (Phase 3). All work leverages the existing Laravel 10 + Alpine.js + Tailwind stack (Phase 3 adds @alpinejs/collapse, the official Alpine.js collapse plugin).
+
+## 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.
+
+- [x] **Phase 1: Database Schema & Backend API** - Foundation layer with polymorphic relationships
+- [x] **Phase 2: Inline Quick-Add UI** - Core value: quick annotation from member list
+- [x] **Phase 3: Note History & Display** - Full note viewing and search capabilities
+
+## Phase Details
+
+### Phase 1: Database Schema & Backend API
+**Goal**: Establish database foundation and backend endpoints for note storage and retrieval
+
+**Depends on**: Nothing (first phase)
+
+**Requirements**: DATA-01, DATA-02, DATA-03, ACCS-01, ACCS-02
+
+**Success Criteria** (what must be TRUE):
+  1. Notes table exists with polymorphic columns (`notable_type`, `notable_id`) and proper indexes
+  2. Admin can create a note via POST endpoint with text, member ID, and author auto-captured
+  3. Admin can retrieve all notes for a member via GET endpoint with author name and timestamps
+  4. Member list shows accurate note count for each member without N+1 queries
+  5. Note creation events are logged in audit trail with action and metadata
+
+**Plans:** 2 plans
+
+Plans:
+- [x] 01-01-PLAN.md — Database schema, Note model, Member relationship, morph map, factory
+- [x] 01-02-PLAN.md — MemberNoteController, routes, member list withCount, feature tests
+
+### Phase 2: Inline Quick-Add UI
+**Goal**: Deliver core value — admins can annotate members inline without page navigation
+
+**Depends on**: Phase 1
+
+**Requirements**: NOTE-01, NOTE-02, NOTE-03, DISP-01, UI-01, UI-02, UI-03, ACCS-03
+
+**Success Criteria** (what must be TRUE):
+  1. Each member row displays a note count badge showing number of notes
+  2. Admin can click an inline form to add a note without leaving the member list page
+  3. After submitting a note, the badge updates immediately and the form clears
+  4. Note submission shows loading state during AJAX request (disabled button)
+  5. Validation errors display in Traditional Chinese below the form field
+  6. All note UI elements work correctly in both light and dark mode
+  7. Quick-add functionality works across paginated member list pages (pages 1, 2, 3+)
+
+**Plans:** 1 plan
+
+Plans:
+- [x] 02-01-PLAN.md — Inline note form with Alpine.js, note count badge, AJAX submission, dark mode, and feature tests
+
+### Phase 3: Note History & Display
+**Goal**: Complete the note feature with full history viewing and search
+
+**Depends on**: Phase 2
+
+**Requirements**: DISP-02, DISP-03, DISP-04
+
+**Success Criteria** (what must be TRUE):
+  1. Admin can click the note count badge to expand an inline panel showing all notes for that member
+  2. Notes display in chronological order (newest first) with author name and formatted datetime
+  3. Panel shows empty state message ("尚無備註") when member has no notes
+  4. Admin can filter/search notes by text content within a member's note history
+  5. Expanded panel collapses cleanly without affecting other member rows
+
+**Plans:** 1 plan
+
+Plans:
+- [x] 03-01-PLAN.md — Expandable note history panel with search, collapse plugin, controller ordering fix, and feature tests
+
+## Progress
+
+**Execution Order:**
+Phases execute in numeric order: 1 → 2 → 3
+
+| Phase | Plans Complete | Status | Completed |
+|-------|----------------|--------|-----------|
+| 1. Database Schema & Backend API | 2/2 | ✓ Complete | 2026-02-13 |
+| 2. Inline Quick-Add UI | 1/1 | ✓ Complete | 2026-02-13 |
+| 3. Note History & Display | 1/1 | ✓ Complete | 2026-02-13 |
+
+---
+*Roadmap created: 2026-02-13*
+*Last updated: 2026-02-13 (Phase 3 complete — all phases done)*