docs: create roadmap (3 phases)
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| Requirement | Phase | Status |
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|-------------|-------|--------|
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| NOTE-01 | — | Pending |
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| NOTE-02 | — | Pending |
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| NOTE-03 | — | Pending |
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| DISP-01 | — | Pending |
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| DISP-02 | — | Pending |
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| DISP-03 | — | Pending |
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| DISP-04 | — | Pending |
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| DATA-01 | — | Pending |
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| DATA-02 | — | Pending |
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| DATA-03 | — | Pending |
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| ACCS-01 | — | Pending |
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| ACCS-02 | — | Pending |
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| ACCS-03 | — | Pending |
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| UI-01 | — | Pending |
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| UI-02 | — | Pending |
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| UI-03 | — | Pending |
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| NOTE-01 | Phase 2 | Pending |
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| NOTE-02 | Phase 2 | Pending |
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| NOTE-03 | Phase 2 | Pending |
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| DISP-01 | Phase 2 | Pending |
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| DISP-02 | Phase 3 | Pending |
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| DISP-03 | Phase 3 | Pending |
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| DISP-04 | Phase 3 | Pending |
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| DATA-01 | Phase 1 | Pending |
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| DATA-02 | Phase 1 | Pending |
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| DATA-03 | Phase 1 | Pending |
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| ACCS-01 | Phase 1 | Pending |
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| ACCS-02 | Phase 1 | Pending |
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| ACCS-03 | Phase 2 | Pending |
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| UI-01 | Phase 2 | Pending |
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| UI-02 | Phase 2 | Pending |
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| UI-03 | Phase 2 | Pending |
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**Coverage:**
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- v1 requirements: 16 total
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- Mapped to phases: 0
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- Unmapped: 16 ⚠️
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- Mapped to phases: 16 ✓
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- Unmapped: 0 ✓
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---
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*Requirements defined: 2026-02-13*
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*Last updated: 2026-02-13 after initial definition*
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*Last updated: 2026-02-13 after roadmap creation*
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93
.planning/ROADMAP.md
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93
.planning/ROADMAP.md
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# Roadmap: Member Notes System (會員備註系統)
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## Overview
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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 with zero new dependencies.
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## Phases
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**Phase Numbering:**
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- Integer phases (1, 2, 3): Planned milestone work
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- Decimal phases (2.1, 2.2): Urgent insertions (marked with INSERTED)
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Decimal phases appear between their surrounding integers in numeric order.
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- [ ] **Phase 1: Database Schema & Backend API** - Foundation layer with polymorphic relationships
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- [ ] **Phase 2: Inline Quick-Add UI** - Core value: quick annotation from member list
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- [ ] **Phase 3: Note History & Display** - Full note viewing and search capabilities
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## Phase Details
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### Phase 1: Database Schema & Backend API
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**Goal**: Establish database foundation and backend endpoints for note storage and retrieval
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**Depends on**: Nothing (first phase)
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**Requirements**: DATA-01, DATA-02, DATA-03, ACCS-01, ACCS-02
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**Success Criteria** (what must be TRUE):
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1. Notes table exists with polymorphic columns (`notable_type`, `notable_id`) and proper indexes
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2. Admin can create a note via POST endpoint with text, member ID, and author auto-captured
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3. Admin can retrieve all notes for a member via GET endpoint with author name and timestamps
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4. Member list shows accurate note count for each member without N+1 queries
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5. Note creation events are logged in audit trail with action and metadata
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**Plans**: TBD
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Plans:
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- [ ] TBD (will be defined in plan-phase)
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### Phase 2: Inline Quick-Add UI
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**Goal**: Deliver core value — admins can annotate members inline without page navigation
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**Depends on**: Phase 1
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**Requirements**: NOTE-01, NOTE-02, NOTE-03, DISP-01, UI-01, UI-02, UI-03, ACCS-03
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**Success Criteria** (what must be TRUE):
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1. Each member row displays a note count badge showing number of notes
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2. Admin can click an inline form to add a note without leaving the member list page
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3. After submitting a note, the badge updates immediately and the form clears
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4. Note submission shows loading state during AJAX request (disabled button)
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5. Validation errors display in Traditional Chinese below the form field
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6. All note UI elements work correctly in both light and dark mode
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7. Quick-add functionality works across paginated member list pages (pages 1, 2, 3+)
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**Plans**: TBD
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Plans:
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- [ ] TBD (will be defined in plan-phase)
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### Phase 3: Note History & Display
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**Goal**: Complete the note feature with full history viewing and search
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**Depends on**: Phase 2
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**Requirements**: DISP-02, DISP-03, DISP-04
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**Success Criteria** (what must be TRUE):
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1. Admin can click the note count badge to expand an inline panel showing all notes for that member
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2. Notes display in chronological order (newest first) with author name and formatted datetime
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3. Panel shows empty state message ("尚無備註") when member has no notes
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4. Admin can filter/search notes by text content within a member's note history
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5. Expanded panel collapses cleanly without affecting other member rows
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**Plans**: TBD
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Plans:
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- [ ] TBD (will be defined in plan-phase)
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## Progress
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**Execution Order:**
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Phases execute in numeric order: 1 → 2 → 3
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| Phase | Plans Complete | Status | Completed |
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|-------|----------------|--------|-----------|
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| 1. Database Schema & Backend API | 0/TBD | Not started | - |
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| 2. Inline Quick-Add UI | 0/TBD | Not started | - |
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| 3. Note History & Display | 0/TBD | Not started | - |
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---
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*Roadmap created: 2026-02-13*
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*Last updated: 2026-02-13*
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63
.planning/STATE.md
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63
.planning/STATE.md
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# Project State
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## Project Reference
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See: .planning/PROJECT.md (updated 2026-02-13)
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**Core value:** The chairman can annotate any member with timestamped notes directly from the member list, without navigating away from the page.
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**Current focus:** Phase 1 - Database Schema & Backend API
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## Current Position
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Phase: 1 of 3 (Database Schema & Backend API)
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Plan: 0 of TBD in current phase
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Status: Ready to plan
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Last activity: 2026-02-13 — Roadmap created with 3 phases covering all 16 v1 requirements
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Progress: [░░░░░░░░░░] 0%
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## Performance Metrics
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**Velocity:**
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- Total plans completed: 0
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- Average duration: - min
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- Total execution time: 0.0 hours
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**By Phase:**
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| Phase | Plans | Total | Avg/Plan |
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|-------|-------|-------|----------|
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| - | - | - | - |
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**Recent Trend:**
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- Last 5 plans: None yet
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- Trend: Not enough data
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*Updated after each plan completion*
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## Accumulated Context
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### Decisions
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Decisions are logged in PROJECT.md Key Decisions table.
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Recent decisions affecting current work:
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- Enhance existing member list vs new page: User wants notes integrated into existing workflow (outcome pending)
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- Shared notes (all admin roles): Chairman wants transparency across admin roles (outcome pending)
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- Append-only notes (no edit/delete): Maintains audit integrity for member observations (outcome pending)
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- Alpine.js inline UI: Matches existing stack and avoids full page reloads (outcome pending)
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### Pending Todos
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None yet.
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### Blockers/Concerns
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None yet.
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## Session Continuity
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Last session: 2026-02-13
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Stopped at: Roadmap creation complete, ready to plan Phase 1
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Resume file: None
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