docs(03-01): complete expandable note history panel plan

- Created comprehensive SUMMARY.md documenting implementation - Updated STATE.md: Phase 3 complete, all 3 phases finished - Recorded metrics: 2.2 min duration, 11 tests passing - Documented decisions: collapse plugin, template wrapper pattern, client-side search - Self-check verified: all files and commits present
2026-02-13 13:02:02 +08:00
parent 46973c2f85
commit 3e03784202
2 changed files with 301 additions and 8 deletions
--- a/.planning/STATE.md
+++ b/.planning/STATE.md
@@ -6,23 +6,23 @@ 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 2 - Inline Quick-Add UI
+**Current focus:** Phase 3 - Note History Display

 ## Current Position

-Phase: 2 of 3 (Inline Quick-Add UI)
+Phase: 3 of 3 (Note History Display)
 Plan: 1 of 1 in current phase
 Status: Phase Complete
-Last activity: 2026-02-13 — Completed 02-01-PLAN.md (Inline note form UI in member list)
+Last activity: 2026-02-13 — Completed 03-01-PLAN.md (Expandable note history panel with search)

 Progress: [██████████] 100%

 ## Performance Metrics

 **Velocity:**
- Total plans completed: 3
+- Total plans completed: 4
 - Average duration: 2.4 min
- Total execution time: 0.12 hours
+- Total execution time: 0.14 hours

 **By Phase:**

@@ -30,9 +30,10 @@ Progress: [██████████] 100%
 |-------|-------|-------|----------|
 | 01 | 2 | 5 min | 2.5 min |
 | 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
+- 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*
@@ -44,6 +45,11 @@ Progress: [██████████] 100%
 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)
@@ -64,7 +70,7 @@ None yet.
 ## Session Continuity

 Last session: 2026-02-13
-Stopped at: Completed Phase 2 (02-01-PLAN.md) - Inline note form UI in member list
+Stopped at: Completed Phase 3 (03-01-PLAN.md) - Expandable note history panel with search
 Resume file: None

-**Phase 2 Complete** - Inline quick-add UI allows admins to annotate members directly from the member list. Ready for note history modal (if planned) or member detail enhancements.
+**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.
--- a/.planning/phases/03-note-history-display/03-01-SUMMARY.md
+++ b/.planning/phases/03-note-history-display/03-01-SUMMARY.md
@@ -0,0 +1,287 @@
+---
+phase: 03-note-history-display
+plan: 01
+subsystem: member-notes
+tags: [ui, alpine.js, note-history, search, inline-expansion]
+
+dependency_graph:
+  requires:
+    - "02-01 (Inline quick-add UI with per-row Alpine.js scope)"
+  provides:
+    - "Expandable note history panel with lazy loading and search"
+    - "Alpine.js collapse plugin integration"
+    - "Client-side note filtering by content/author"
+  affects:
+    - "resources/views/admin/members/index.blade.php (history panel UI)"
+    - "app/Http/Controllers/Admin/MemberNoteController.php (ordering fix)"
+
+tech_stack:
+  added:
+    - "@alpinejs/collapse v3.x"
+  patterns:
+    - "Alpine.js x-collapse directive for smooth expand/collapse animation"
+    - "Lazy loading: notes fetched only on first panel open"
+    - "Client-side search via computed property (filteredNotes)"
+    - "Cache synchronization: inline form updates history panel immediately"
+
+key_files:
+  created: []
+  modified:
+    - "resources/js/app.js (collapse plugin registration)"
+    - "app/Http/Controllers/Admin/MemberNoteController.php (latest ordering + eager load optimization)"
+    - "resources/views/admin/members/index.blade.php (history panel UI with template wrapper)"
+    - "tests/Feature/Admin/MemberNoteTest.php (+4 new tests)"
+    - "package.json (@alpinejs/collapse dependency)"
+
+decisions:
+  - name: "Use Alpine.js collapse plugin instead of custom CSS transitions"
+    rationale: "Provides smooth, accessible expand/collapse with minimal code"
+    alternatives: "Custom CSS transitions (more code, harder to maintain)"
+
+  - name: "Wrap main row + expansion row in <template x-data>"
+    rationale: "Allows sibling <tr> elements to share Alpine.js state while maintaining table structure"
+    alternatives: "Nested row (invalid HTML), separate x-data scopes (can't share state)"
+
+  - name: "Client-side search via computed property"
+    rationale: "Notes dataset is small (typically <20 notes/member), no need for server-side filtering"
+    alternatives: "Server-side search (overkill for small datasets, adds latency)"
+
+  - name: "Fix controller ordering from implicit to explicit latest()"
+    rationale: "Prevents future bugs if database/seeder changes affect insertion order"
+    type: "deviation-rule-1-bug-fix"
+
+  - name: "Eager load only author id+name instead of full user model"
+    rationale: "Reduces payload size, only needed fields for display"
+    type: "deviation-rule-2-optimization"
+
+metrics:
+  tasks_completed: 2
+  tests_added: 4
+  tests_total: 11
+  files_modified: 5
+  duration_minutes: 2.2
+  completed_at: "2026-02-13"
+---
+
+# Phase 03 Plan 01: Expandable Note History Panel with Search
+
+**One-liner:** Clickable note count badge expands inline history panel with search filtering, showing all notes newest-first with author attribution and formatted timestamps.
+
+## What Was Built
+
+### Core Functionality
+
+1. **Expandable History Panel**
+   - Note count badge is now a clickable button that toggles expansion panel
+   - Panel appears as a new `<tr>` row below the member row using `x-collapse` animation
+   - Loading spinner shown while fetching notes (lazy load on first open)
+   - Panel collapses cleanly when badge clicked again, search query auto-resets
+
+2. **Note Display**
+   - Notes displayed newest first (explicit `latest('created_at')` in controller)
+   - Author name and formatted datetime shown: `{author} · {YYYY年MM月DD日 HH:mm}`
+   - Content preserves line breaks with `whitespace-pre-line`
+   - Left border accent (blue) for visual separation
+   - Scrollable container (max-h-64) when >5-6 notes
+
+3. **Search Filtering**
+   - Search input appears only when notes exist
+   - Filters notes by content OR author name (case-insensitive)
+   - Client-side filtering via Alpine.js computed property `filteredNotes`
+   - Shows "找不到符合的備忘錄" when search has no matches
+
+4. **Empty States**
+   - "尚無備註" when member has no notes
+   - "找不到符合的備忘錄" when search yields no results
+
+5. **Cache Synchronization**
+   - After adding note via inline form, new note appears in history panel immediately
+   - No re-fetch required (uses `this.notes.unshift(response.data.note)`)
+
+### Technical Implementation
+
+**Alpine.js Collapse Plugin**
+```javascript
+import collapse from '@alpinejs/collapse';
+Alpine.plugin(collapse);
+```
+
+**Per-Row State Extended**
+Added to existing x-data scope:
+- `historyOpen: false` — panel visibility
+- `notes: []` — cached note data
+- `notesLoaded: false` — has data been fetched
+- `isLoadingNotes: false` — loading state
+- `searchQuery: ''` — search input value
+- `toggleHistory()` — open/close + lazy load
+- `loadNotes()` — fetch from API
+- `filteredNotes` — computed property for search
+- `formatDateTime()` — format to Traditional Chinese
+
+**Controller Optimization**
+```php
+// Before (implicit ordering, full user model)
+$notes = $member->notes()->with('author')->get();
+
+// After (explicit ordering, minimal fields)
+$notes = $member->notes()->with('author:id,name')->latest('created_at')->get();
+```
+
+**Template Structure**
+```html
+<template x-data="{ ...all state... }">
+    <tr><!-- Main member row --></tr>
+    <tr x-show="historyOpen" x-collapse><!-- Expansion panel --></tr>
+</template>
+```
+
+Using `<template>` wrapper allows sibling `<tr>` elements to share Alpine.js state while maintaining valid table HTML.
+
+## Deviations from Plan
+
+### Auto-fixed Issues
+
+**1. [Rule 1 - Bug] Fixed controller ordering from implicit to explicit**
+- **Found during:** Task 1 implementation
+- **Issue:** Controller used `$member->notes()->with('author')->get()` with no explicit ordering. This worked only because SQLite insertion order happened to match newest-first. Would break if seeder or database changed.
+- **Fix:** Added explicit `->latest('created_at')` to guarantee newest-first ordering.
+- **Files modified:** `app/Http/Controllers/Admin/MemberNoteController.php`
+- **Commit:** c0ebbdb
+
+**2. [Rule 2 - Optimization] Narrowed eager load to only needed fields**
+- **Found during:** Task 1 implementation
+- **Issue:** Controller loaded full `author` user model, but view only needs `id` and `name`.
+- **Fix:** Changed `->with('author')` to `->with('author:id,name')` to reduce payload size.
+- **Files modified:** `app/Http/Controllers/Admin/MemberNoteController.php`
+- **Commit:** c0ebbdb
+
+No architectural changes needed. No user decisions required.
+
+## Testing
+
+### New Tests Added (4)
+
+1. **`test_notes_index_returns_author_name_and_created_at`**
+   - Verifies API returns properly structured data for display
+   - Tests multiple authors are represented correctly
+
+2. **`test_notes_index_returns_empty_array_for_member_with_no_notes`**
+   - Verifies empty state data contract
+
+3. **`test_member_list_renders_history_panel_directives`**
+   - Verifies Blade view contains all necessary Alpine.js directives
+   - Checks for: `toggleHistory`, `historyOpen`, `x-collapse`, `searchQuery`, `filteredNotes`, etc.
+
+4. **`test_store_note_returns_note_with_author_for_cache_sync`**
+   - Verifies store endpoint returns complete note data needed for frontend cache sync
+   - Ensures `author.name` is included in response
+
+### Test Results
+
+```
+✓ All 11 tests pass (7 existing + 4 new)
+✓ 86 assertions
+✓ Duration: 0.72s
+```
+
+## Verification Checklist
+
+- [x] `npm run build` completes without errors
+- [x] `php artisan test --filter=MemberNoteTest` — all 11 tests pass
+- [x] Blade view has clickable badge with `aria-expanded` and `aria-controls`
+- [x] Expansion panel uses `x-collapse` directive
+- [x] Search input present with `x-model="searchQuery"`
+- [x] Empty state text "尚無備註" present
+- [x] No-results state "找不到符合的備忘錄" present
+- [x] Controller index method uses `->latest('created_at')`
+- [x] Controller eager loads only `author:id,name`
+- [x] `submitNote()` has `this.notes.unshift(response.data.note)` cache sync
+- [x] `formatDateTime` method exists in x-data scope
+
+## Success Criteria Met
+
+- [x] Admin can click note count badge to expand inline panel showing all notes for that member
+- [x] Notes display newest first with author name and formatted datetime (YYYY年MM月DD日 HH:mm)
+- [x] Panel shows "尚無備註" when member has no notes
+- [x] Admin can filter notes by text content or author name via search input
+- [x] Closing panel resets search query; other member rows unaffected
+- [x] Adding a note via inline form immediately appears in the history panel without re-fetch
+- [x] All 11 MemberNoteTest tests pass
+
+## Files Changed
+
+### Modified (5)
+
+| File | Changes | Lines |
+|------|---------|-------|
+| `resources/js/app.js` | Added collapse plugin import and registration | +2 |
+| `app/Http/Controllers/Admin/MemberNoteController.php` | Fixed ordering + eager load optimization | ~1 |
+| `resources/views/admin/members/index.blade.php` | Added history panel UI with template wrapper | +65 |
+| `tests/Feature/Admin/MemberNoteTest.php` | Added 4 new feature tests | +83 |
+| `package.json` | Added @alpinejs/collapse dependency | +1 |
+
+### Created (0)
+
+None — plan execution was fully incremental.
+
+## Commits
+
+| Hash | Type | Message |
+|------|------|---------|
+| c0ebbdb | feat | Add expandable note history panel with search |
+| 46973c2 | test | Add feature tests for note history panel |
+
+## Integration Points
+
+**Consumes:**
+- `GET /admin/members/{member}/notes` — notes index endpoint (Phase 01)
+- `POST /admin/members/{member}/notes` — store endpoint (Phase 01)
+- `$member->notes_count` — eager loaded count from Phase 02
+
+**Provides:**
+- Expandable history panel UI component (completes member note feature)
+- Client-side search pattern (can be reused for other list views)
+
+**Affects:**
+- Member list page now has two interactive note features: inline add form (Phase 02) + history panel (Phase 03)
+- Both features share Alpine.js state via template wrapper pattern
+
+## Known Limitations
+
+1. **Search is client-side only** — All notes loaded upfront, then filtered in browser. Fine for typical use (most members have <20 notes), but could become slow if a member has hundreds of notes.
+
+2. **No pagination in history panel** — All notes rendered, scrollable container limits visible area. If note volume grows significantly, consider adding pagination or virtual scrolling.
+
+3. **No real-time updates** — If another admin adds a note to the same member, current user won't see it until they close and re-open the panel (triggers fresh fetch). Could add WebSocket/polling if multi-user concurrency becomes important.
+
+4. **Datetime formatting is client-side JavaScript** — Uses browser's Date object. Assumes server returns ISO 8601 timestamps. No timezone conversion (assumes all users in same timezone).
+
+## Next Steps
+
+**Immediate:**
+- No further work needed for note history feature — complete as designed
+
+**Future Enhancements (if needed):**
+- Add edit/delete note actions in history panel (currently view-only)
+- Add note categories/tags for better organization
+- Add server-side search endpoint if note volume grows significantly
+- Add real-time updates via WebSocket for multi-user scenarios
+
+## Self-Check: PASSED
+
+**Files Created:** None expected, none created ✓
+
+**Files Modified:**
+- [x] `/Users/gbanyan/Project/usher-manage-stack/resources/js/app.js` exists
+- [x] `/Users/gbanyan/Project/usher-manage-stack/app/Http/Controllers/Admin/MemberNoteController.php` exists
+- [x] `/Users/gbanyan/Project/usher-manage-stack/resources/views/admin/members/index.blade.php` exists
+- [x] `/Users/gbanyan/Project/usher-manage-stack/tests/Feature/Admin/MemberNoteTest.php` exists
+- [x] `/Users/gbanyan/Project/usher-manage-stack/package.json` exists
+
+**Commits:**
+```bash
+✓ FOUND: c0ebbdb
+✓ FOUND: 46973c2
+```
+
+All claims verified. Plan execution complete.