479 lines
23 KiB
Markdown
479 lines
23 KiB
Markdown
# SLICE 10 — Separate child-notebook kanban and matrix views
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> **State-saving rule:** update this file and `TASKS.md` after every completed
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> task and whenever work pauses. Automated checks and manual Joplin acceptance
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> must be recorded separately.
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## Status
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**COMPLETE.** Phases 1–8 are implemented and validated. Automated checks and
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manual Joplin acceptance passed; README, SPEC, and v1.0.0 CHANGELOG coverage are
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complete.
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## Goal
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When a kanban or matrix block uses `scope: children` with `group: notebook`,
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render a separate complete view for the root notebook and each descendant notebook that owns eligible
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cards. This keeps large notebook trees browsable without nesting subsections
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inside one board or matrix.
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## Confirmed behavior
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- Multi-view rendering requires both the literal `scope: children` keyword and
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`group: notebook`.
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- `scope: children` without `group: notebook` retains the current aggregated
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single view.
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- `this-folder`, numeric depths (including very large values), and `scope: all`
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keep their current single aggregated view.
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- The root notebook gets its own view for cards it owns directly.
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- Every descendant notebook gets its own view for cards it owns directly.
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- Cards are not rolled up into ancestor views; each card appears exactly once.
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- Empty notebook views are omitted.
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- If every notebook is empty, show the existing overall empty board/matrix once.
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- Each view heading uses a full notebook path so duplicate titles are clear.
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- Views use deterministic depth-first tree order: root first, then descendants;
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siblings sort case-insensitively by title with folder ID as a stable tie-breaker.
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- Each generated view contains the normal three kanban columns or four matrix
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quadrants, rather than notebook subsections inside those buckets.
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- Each bucket receives independent SLICE8 visible-count state and the configured
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`page-size`.
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- SLICE9 normal-note cards group by `parent_id` exactly like to-do cards.
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- Overall scan statistics count folders and notes once. Card totals equal the sum
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of all non-empty notebook groups.
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## Example
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```text
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Projects <- root view (direct cards only)
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├── Home <- separate Home view
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│ ├── Repairs <- separate Repairs view
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│ └── Garden <- separate Garden view
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└── Work <- separate Work view
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└── Release <- separate Release view
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```
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If `Home` has no eligible cards, its view is omitted; `Repairs` and `Garden`
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still appear if they have cards.
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## Architecture and data flow
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```text
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parse scope
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children + group: notebook -> scopeDepth: Infinity + groupByNotebook: true
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all other combinations -> existing depth + groupByNotebook: false
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v
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resolve root notebook + ordered scoped folder metadata
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v
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collector scans each folder once
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single mode -> existing aggregate board/matrix
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grouped mode -> one exact-owner board/matrix per folder
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v
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plugin payload: discriminated single or notebook-grouped result
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v
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webview
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single -> current component
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grouped -> repeat complete component per non-empty notebook group
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(each component owns independent SLICE8 state)
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```
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## Data-contract decision
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Use a discriminated view layout instead of returning both aggregate and grouped
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copies of every card:
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```ts
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type KanbanLayout =
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| { kind: "single"; board: KanbanBoard }
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| { kind: "notebooks"; groups: NotebookKanbanGroup[] };
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type MatrixLayout =
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| { kind: "single"; board: MatrixBoard }
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| { kind: "notebooks"; groups: NotebookMatrixGroup[] };
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```
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Each group carries `folderId`, `notebookPath`, its board/matrix, `cardCount`, and
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item-level warnings for that notebook. Config warnings, notebook-resolution
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warnings, and profile-wide soft-cap warnings remain at the overall block level.
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The empty grouped case carries `groups: []` and renders one existing empty state.
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## Implementation plan
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### Phase 1 — Preserve the explicit grouping intent
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- [x] Add `groupByNotebook: boolean` to `KanbanConfig` and `MatrixConfig`
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in `src/Gtd/types.ts`.
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- [x] Recognize `group: notebook` in both parsers.
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- [x] Set `scopeDepth = Infinity` for literal `scope: children`, preserving
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its existing recursion behavior.
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- [x] Set `groupByNotebook = true` only when literal `scope: children` and
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`group: notebook` appear together.
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- [x] Default `groupByNotebook` to false, including `scope: children` without
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the grouping option.
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- [x] Keep `this-folder`, numeric depth, invalid-value fallback, and
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`scope: all` parsing unchanged.
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- [x] Warn and remain non-grouped when `group: notebook` is combined with
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another scope, or when `group:` has an unsupported value.
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- [x] Add parser tests covering the grouped combination and every non-grouped
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scope form.
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A boolean is deliberately preferred over a broad scope-enum refactor: existing
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collectors still need `scopeDepth` and `scopeAll`, while this slice needs only
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one additional rendering decision.
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### Phase 1 completion record
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- Kanban and matrix configs now preserve explicit notebook-grouping intent
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independently of recursive scope depth.
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- Existing `scope: children` dashboards remain aggregated unless they opt in
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with `group: notebook`.
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- Focused validation: 4 suites and 104 tests passed.
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- Full validation: 14 suites and 205 tests passed.
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- TypeScript, whitespace, and prohibited-reference checks passed.
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- No manual Joplin test is required for this parser-only phase.
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### Phase 2 — Ordered notebook metadata helper
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- [x] Extend `folderScope.ts` or add a focused `folderTree.ts` helper that returns
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scoped folder metadata rather than only IDs when grouping is requested.
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- [x] Include `id`, `parentId`, display title, and full path for the resolved root
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and every descendant.
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- [x] Build paths from the actual notebook tree, including ancestors above a
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`notebook:`-selected root so headings remain unambiguous.
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- [x] Order root first, then perform depth-first traversal with siblings sorted
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by case-insensitive title and folder ID tie-breaker.
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- [x] Handle missing/empty titles with a stable documented fallback such as
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`Untitled notebook` while retaining the folder ID tie-breaker.
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- [x] Defend against malformed folder data (orphan parent references and cycles)
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without hanging; keep every reachable scoped folder at most once.
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- [x] Leave `resolveScopedFolderIds` behavior intact for calendars, Gantt, and
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non-grouped views.
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### Phase 2 completion record
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- Added `folderTree.ts` with typed scoped-folder metadata: folder ID, parent ID,
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display title, and full notebook path.
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- Ordering is deterministic root-first depth-first; siblings sort by
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case-insensitive display title and then folder ID.
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- Notebook-selected roots retain real ancestor paths above the selected root.
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- Blank titles use `Untitled notebook`.
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- Missing roots return no metadata; orphan roots remain usable; visited guards
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prevent cycles and duplicate traversal.
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- The legacy `resolveScopedFolderIds` implementation and output remain unchanged.
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- Focused validation: 4 suites and 52 tests passed.
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- Full validation: 15 suites and 214 tests passed.
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- TypeScript, whitespace, and prohibited-reference checks passed.
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- No manual Joplin test is required for this pure metadata phase.
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### Phase 3 — Grouped collector contracts
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- [x] Add shared notebook-view metadata types plus `KanbanLayout` and
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`MatrixLayout` discriminated unions in `src/Gtd/types.ts` or collector-local
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result types where appropriate.
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- [x] Refactor kanban collection so each eligible card is appended to the board
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associated with the current scanned `folderId` when grouping is enabled.
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- [x] Apply done-window filtering and sort each kanban group's columns using the
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existing logic.
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- [x] Refactor matrix collection equivalently and sort each group's quadrants.
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- [x] Attach malformed-block/item warnings to the owning notebook group.
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- [x] Omit groups whose final `cardCount` is zero, including groups emptied by
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done-window or eligibility filtering.
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- [x] Retain the current aggregate path and result behavior when grouping is off.
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- [x] Compute overall `scannedFolders`, `scannedNotes`, and `cardCount` once,
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without summing repeated scans or duplicating cards.
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- [x] Ensure the host view note is excluded before group counts are finalized.
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### Phase 3 completion record
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- Added shared notebook-view metadata plus discriminated single/notebook layouts
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for kanban and matrix results. The existing top-level board remains a temporary
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empty alias in grouped mode so later payload consumers could migrate cleanly
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without duplicating cards. The alias was removed after the Phase 5 webview
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migration.
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- Grouped collectors scan every scoped folder once, bucket cards by the folder
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currently being scanned, apply existing filtering and sorting per group, and
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preserve the aggregate collector path when grouping is disabled.
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- Empty groups are omitted after filtering. Item warnings remain with their
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owning non-empty group; overall folder, note, and card totals count unique
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scans/cards once.
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- Added exact-owner coverage for root/child/grandchild cards, mixed notes and
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to-dos, host-note exclusion, empty groups, done-window removal, group-local
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warnings, ordering, sorting, both matrix modes, and single-layout regressions.
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- Focused validation: 4 suites and 110 tests passed.
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- Full validation: 15 suites and 219 tests passed.
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- Production TypeScript/webpack build and `git diff --check` passed; the package
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was created at `publish/com.victorwiebe.joplin.plugin.gtd-calendar.jpl`.
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- No manual Joplin test is required for this collector-contract phase; grouped
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payload and visual acceptance remain in Phases 4–8.
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### Phase 4 — Plugin payloads and warning ownership
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- [x] Update `handleGetKanban` and `handleGetMatrix` in `src/index.ts` to return
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the discriminated layout plus SLICE8 `pageSize`.
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- [x] Keep config warnings, notebook-resolution warnings, config parse errors,
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and `scope: all` soft-cap warnings at the overall block level.
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- [x] Send item-level warnings inside their notebook group in grouped mode.
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- [x] Preserve the current top-level warning array in single mode.
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- [x] Return a structurally valid empty layout when the source note cannot be
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resolved.
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- [x] Keep overall statistics visible once per source block; optionally show a
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compact per-notebook card count in each generated heading, but do not add
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separate scan totals that could imply folders were scanned repeatedly.
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### Phase 4 completion record
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- Kanban and matrix handlers now send the collector's discriminated `layout`
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together with normalized `pageSize`, one overall statistics object, and the
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existing global configuration fields.
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- Missing-source responses use the requested single/notebook discriminator and
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return a structurally valid empty layout, including matrix labels and scope
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metadata.
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- Configuration, YAML parse, notebook-resolution, and soft-cap warnings remain
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overall. Single-mode item warnings retain the top-level warning path; grouped
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item warnings remain inside their exact-owner notebook group.
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- A temporary legacy `board` alias kept the single-view webview working during
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this phase. It was removed in Phase 5 after the webview migrated to `layout`;
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grouped mode never duplicated cards into an aggregate payload.
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- Added pure payload-boundary helpers and tests for all missing-source layouts
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and the no-aggregate compatibility behavior.
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- Focused validation: 3 suites and 83 tests passed.
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- Full validation: 16 suites and 221 tests passed.
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- TypeScript with `--skipLibCheck`, `git diff --check`, and the production
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webpack/JPL build passed. The current artifact is
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`publish/com.victorwiebe.joplin.plugin.gtd-calendar.jpl`.
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- No manual Joplin test is required for this payload-only phase; rendering and
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manual acceptance remain in Phases 5–8.
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### Phase 5 — Webview component reuse
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- [x] Separate the existing kanban wrapper concerns (overall title, errors,
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global warnings, stats) from rendering one kanban board component.
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- [x] Do the same for one matrix component.
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- [x] In single mode, render exactly one component with current markup and visual
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behavior.
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- [x] In grouped mode, iterate groups in payload order and render one full
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component per group beneath a notebook-path heading.
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- [x] Render each group's item warnings adjacent to that group.
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- [x] Reuse the SLICE8 incremental-list helper inside every component; closure
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state must not be shared between groups or buckets.
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- [x] When `groups` is empty, render the existing empty board/matrix once rather
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than showing a blank block.
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- [x] Add only the spacing/heading CSS required to distinguish notebook views;
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preserve column and matrix layout styles.
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### Phase 5 completion record
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- Split kanban and matrix rendering into overall wrappers plus reusable
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one-board/one-matrix component functions. Single layouts retain the existing
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component markup and visual behavior.
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- Notebook layouts render every non-empty group in collector order beneath its
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full notebook path, with item warnings adjacent to the owning view.
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- Every generated component calls the existing SLICE8 incremental-list helper
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separately for each column/quadrant, giving every bucket independent closure
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state and the configured `pageSize`.
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- Empty notebook layouts render one ordinary empty board or matrix, preserving
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the established overall empty presentation.
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- Removed the temporary top-level `board` payload alias. The webview consumes
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`layout` directly, retaining only a defensive fallback for stale payloads.
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- Added only shared notebook-view spacing and heading styles; existing board,
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matrix, card, and batching styles remain unchanged.
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- Full validation: JavaScript syntax, TypeScript with `--skipLibCheck`,
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`git diff --check`, 16 suites/220 tests, and the production webpack/JPL build
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all passed. The current artifact is
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`publish/com.victorwiebe.joplin.plugin.gtd-calendar.jpl`.
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- Browser-only interaction testing remains deliberately manual because the
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repository has no DOM harness; Phase 6 records that boundary explicitly.
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### Phase 6 — Automated tests
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#### Scope/parser tests
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- [x] `children` sets infinite depth plus grouping.
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- [x] Numeric depth remains non-grouped, including a numeric string.
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- [x] `this-folder`, invalid scope, and omitted scope remain non-grouped.
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- [x] `scope: all` remains non-grouped and retains notebook-conflict warnings.
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#### Folder-tree tests
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- [x] Root plus multiple children and grandchildren.
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- [x] Deterministic depth-first order regardless of input folder order.
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- [x] Case-insensitive sibling ordering and folder-ID tie-breaker.
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- [x] Duplicate titles represented by unambiguous full paths.
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- [x] A `notebook:`-selected child root with its ancestor path retained.
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- [x] Empty titles, orphan parents, and cycle protection.
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#### Kanban collector tests
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- [x] Root-owned and descendant-owned cards appear in separate exact-owner groups.
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- [x] Every card appears once with no ancestor rollup.
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- [x] Empty groups are omitted while non-empty grandchildren remain.
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- [x] Done-window filtering can remove an otherwise non-empty group.
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- [x] Per-group sorting and warnings are correct.
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- [x] SLICE9 note and to-do cards group identically.
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- [x] Aggregate stats and card totals are not double-counted.
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- [x] Non-grouped scope results remain unchanged.
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#### Matrix collector tests
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- [x] Repeat exact-owner, omission, sorting, warning, mixed-card, and total-count
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coverage for Skeleton and Eisenhower modes.
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- [x] Confirm all four quadrants remain local to their owning notebook group.
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- [x] Confirm non-grouped scope results remain unchanged.
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#### Payload/rendering contracts
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- [x] Test single and grouped payload construction at the thinnest practical
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boundary without adding a new browser-test dependency solely for this slice.
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- [x] If SLICE8 introduced reusable DOM tests, extend them to prove independent
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visible counts across notebook components; otherwise cover this manually.
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- [x] Run focused parser, folder-tree, kanban, and matrix tests.
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- [x] Run the complete Jest suite and record suite/test totals.
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- [x] Run `npm run dist` and record the produced `.jpl` path.
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- [x] Run `git diff --check` and the prohibited-reference audit.
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### Phase 6 completion record
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- Parser coverage now explicitly locks literal `children` grouping, numeric and
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default non-grouped scopes, invalid fallbacks, and `scope: all` notebook
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conflict warnings for both kanban and matrix.
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- Existing folder-tree coverage proves root/descendant traversal, deterministic
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ordering, duplicate and blank titles, selected-root ancestor paths, orphans,
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cycles, and unchanged legacy ID-only scope behavior.
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- Collector coverage now includes exact ownership, no rollups, empty-group and
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done-window omission, local sorting/warnings, mixed cards, unique totals, all
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four local quadrants in both matrix modes, and single-layout regressions for
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`this-folder`, numeric depth, recursive children, and `scope: all`.
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- Pure layout helpers cover valid empty single/grouped payload construction.
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The repository still has no DOM harness, so independent click-state remains
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an explicit Phase 8 manual acceptance check rather than a test-only browser
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abstraction.
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- Focused validation: 5 suites and 121 tests passed.
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- Full validation: 16 suites and 230 tests passed.
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- JavaScript syntax, TypeScript with `--skipLibCheck`, `git diff --check`, and
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the prohibited-reference audit passed.
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- `npm run dist` produced
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`publish/com.victorwiebe.joplin.plugin.gtd-calendar.jpl` (163,328 bytes,
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SHA-256 `cc5eddd2dcd74453e5ebd2c2fd4635cb34eb5996bf736efd54441931f2a54930`).
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The five-file tar archive was inspected and contains the grouped notebook-view
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runtime markers.
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- No manual Joplin acceptance was performed; that remains Phase 8.
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### Phase 7 — Documentation
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- [x] Update README.md to state that `scope: children` plus `group: notebook`
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produces separate notebook views for kanban and matrix blocks.
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- [x] Add a parent/child/grandchild example showing root ownership, omitted empty
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notebooks, full-path headings, and no rollups.
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- [x] State that ungrouped `children`, numeric depth, and `scope: all` remain
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aggregated.
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- [x] Explain that every generated bucket has independent SLICE8 expansion state.
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- [x] Explain that SLICE9 notes group by their owning notebook.
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- [x] Update SPEC.md scope parsing, folder traversal, layout payloads, warning
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ownership, statistics, and rendering flow.
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- [x] Add the SLICE10 feature to the v1.0.0 CHANGELOG entry.
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### Phase 7 README progress record
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- README option tables now document `group: notebook` for kanban and matrix and
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constrain it to the literal `scope: children` combination.
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- Added a parent/child/grandchild example covering exact ownership, no ancestor
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rollups, omitted empty notebooks, non-empty descendants, full-path headings,
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deterministic order, warning/statistics placement, and independent batching.
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- Documented that ordinary note cards group exactly like to-dos and that all
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other scope forms remain aggregated, warning when grouping is requested.
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- Updated the development test count to 230 and release-version instructions to
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include the lockfile.
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- `SPEC.md` and the v1.0.0 `CHANGELOG.md` now record the grouped layout contract.
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### Phase 8 — Manual Joplin acceptance
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Create a root notebook containing direct cards, multiple children, grandchildren,
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duplicate child titles under different parents, empty notebooks, and more than
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one SLICE8 batch in at least two generated views. Include SLICE9 notes and to-dos.
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- [x] Confirm root-owned cards render only in the root view.
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- [x] Confirm every descendant card renders only in its owning notebook view.
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- [x] Confirm empty notebooks are omitted but non-empty descendants still appear.
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- [x] Confirm full paths distinguish duplicate titles.
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- [x] Confirm view ordering is stable and matches the documented traversal.
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- [x] Confirm both matrix modes create separate complete matrices.
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- [x] Confirm per-group warnings appear with the correct notebook.
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- [x] Confirm overall statistics equal the unique scanned/card totals.
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- [x] Confirm independent `page-size` limits and "List more" state across groups,
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buckets, and multiple source blocks.
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- [x] Confirm reload resets all expanded buckets.
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- [x] Confirm `this-folder`, numeric depths, and `scope: all` still render one
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aggregated view.
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- [x] Confirm notebook targeting plus `scope: children` roots grouping at the
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resolved target and uses correct full paths.
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- [x] Confirm sorting, styling, navigation, completion, recurrence, and note-card
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behavior do not regress.
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- [x] Record user sign-off here; do not mark manual acceptance complete before
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confirmation.
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### Phase 8 acceptance record
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- **PASSED — USER SIGN-OFF RECEIVED 2026-07-28.** The user confirmed that all
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Phase 8 manual tests passed against the current production JPL.
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- Accepted workflows include exact root/descendant ownership, no rollups or
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duplication, empty-group handling, full-path headings, deterministic order,
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both matrix modes, warning/statistics ownership, independent batching across
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groups and blocks, reload reset, notebook targeting, and all non-grouped scope
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regressions.
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- Sorting, styling, navigation, completion, recurrence, mixed note/to-do cards,
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hover/focus controls, and configured page sizes were also manually accepted.
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- This manual acceptance is recorded separately from Phase 6 automated
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validation. Phase 7 documentation remains pending.
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## Acceptance criteria
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|
||
SLICE10 is complete only when:
|
||
|
||
- Literal `scope: children` renders separate root/descendant views with every
|
||
eligible card present exactly once in its owning notebook.
|
||
- Empty groups are omitted, headings are unambiguous, and ordering is stable.
|
||
- SLICE8 state is independent per bucket and SLICE9 cards group correctly.
|
||
- Warnings and statistics are correctly owned and never double-counted.
|
||
- Every other scope form retains its prior single-view behavior.
|
||
- Focused tests, the full suite, and the production package build pass.
|
||
- Manual Joplin acceptance is explicitly confirmed.
|
||
|
||
## Files expected to change
|
||
|
||
- `src/Gtd/types.ts`
|
||
- `src/Gtd/parseKanbanConfig.ts`
|
||
- `src/Gtd/parseMatrixConfig.ts`
|
||
- `src/Gtd/folderScope.ts` and/or a new `src/Gtd/folderTree.ts`
|
||
- `src/Gtd/collectKanban.ts`
|
||
- `src/Gtd/collectMatrix.ts`
|
||
- `src/index.ts`
|
||
- `src/gtd-calendar-webview.js`
|
||
- `src/event-calendar.css`
|
||
- `src/tests/Gtd/kanban.test.ts`
|
||
- `src/tests/Gtd/matrix.test.ts`
|
||
- `src/tests/Gtd/resolveNotebook.test.ts` and/or a new folder-tree test file
|
||
- `README.md`
|
||
- `SPEC.md`
|
||
- `CHANGELOG.md`
|
||
- `SLICE10.md`
|
||
- `TASKS.md`
|
||
|
||
## Out of scope
|
||
|
||
- Grouping numeric-depth or `scope: all` results.
|
||
- Ancestor rollups or duplicated cards across parent/child views.
|
||
- Nested notebook subsections inside a single kanban or matrix.
|
||
- Persisting expanded/collapsed notebook-view state.
|
||
- Notebook-level filtering controls or user-selectable grouping modes.
|
||
- Applying notebook grouping to calendar or Gantt views.
|
||
|
||
## Dependencies and resume point
|
||
|
||
Implement after SLICE8 and SLICE9 are complete. Start by preserving
|
||
`groupByNotebook` in parser tests, then build and test ordered folder metadata.
|
||
Introduce discriminated collector layouts before changing the webview. Complete
|
||
single-view regression tests before grouped manual acceptance.
|