usher-manage-stack/.planning/phases/03-note-history-display/03-01-SUMMARY.md

phase, plan, subsystem, tags, dependency_graph, tech_stack, key_files, decisions, metrics

phase	plan	subsystem	tags	dependency_graph	tech_stack	key_files	decisions	metrics
03-note-history-display	01	member-notes	ui alpine.js note-history search inline-expansion	requires provides affects 02-01 (Inline quick-add UI with per-row Alpine.js scope) Expandable note history panel with lazy loading and search Alpine.js collapse plugin integration Client-side note filtering by content/author resources/views/admin/members/index.blade.php (history panel UI) app/Http/Controllers/Admin/MemberNoteController.php (ordering fix)	added patterns @alpinejs/collapse v3.x 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	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)	name rationale alternatives Use Alpine.js collapse plugin instead of custom CSS transitions Provides smooth, accessible expand/collapse with minimal code Custom CSS transitions (more code, harder to maintain) name rationale alternatives Wrap main row + expansion row in <template x-data> Allows sibling <tr> elements to share Alpine.js state while maintaining table structure Nested row (invalid HTML), separate x-data scopes (can't share state) name rationale alternatives Client-side search via computed property Notes dataset is small (typically <20 notes/member), no need for server-side filtering Server-side search (overkill for small datasets, adds latency) name rationale type Fix controller ordering from implicit to explicit latest() Prevents future bugs if database/seeder changes affect insertion order deviation-rule-1-bug-fix name rationale type Eager load only author id+name instead of full user model Reduces payload size, only needed fields for display deviation-rule-2-optimization	tasks_completed tests_added tests_total files_modified duration_minutes completed_at 2 4 11 5 2.2 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

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

// 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

<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

• npm run build completes without errors
• php artisan test --filter=MemberNoteTest — all 11 tests pass
• Blade view has clickable badge with aria-expanded and aria-controls
• Expansion panel uses x-collapse directive
• Search input present with x-model="searchQuery"
• Empty state text "尚無備註" present
• No-results state "找不到符合的備忘錄" present
• Controller index method uses ->latest('created_at')
• Controller eager loads only author:id,name
• submitNote() has this.notes.unshift(response.data.note) cache sync
• formatDateTime method exists in x-data scope

Success Criteria Met

• Admin can click note count badge to expand inline panel showing all notes for that member
• Notes display newest first with author name and formatted datetime (YYYY年MM月DD日 HH:mm)
• Panel shows "尚無備註" when member has no notes
• Admin can filter notes by text content or author name via search input
• Closing panel resets search query; other member rows unaffected
• Adding a note via inline form immediately appears in the history panel without re-fetch
• 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:

• /Users/gbanyan/Project/usher-manage-stack/resources/js/app.js exists
• /Users/gbanyan/Project/usher-manage-stack/app/Http/Controllers/Admin/MemberNoteController.php exists
• /Users/gbanyan/Project/usher-manage-stack/resources/views/admin/members/index.blade.php exists
• /Users/gbanyan/Project/usher-manage-stack/tests/Feature/Admin/MemberNoteTest.php exists
• /Users/gbanyan/Project/usher-manage-stack/package.json exists

Commits:

✓ FOUND: c0ebbdb
✓ FOUND: 46973c2

All claims verified. Plan execution complete.