joplin-plugin-gtd-calendar/CHANGELOG.md

# Changelog

All notable changes to GTD Calendar are documented here. Versions follow the plugin's `manifest.json` / `package.json` version, which also matches the published npm releases.

## 2.0.0 — Unreleased

### Opt-in editable Kanban

- Added `editable: yes | no` to `gtd-kanban`, defaulting to `no` so every
  existing board remains read-only.
- Editable desktop boards support pointer drag handles and keyboard **Move to…**
  controls for Backlog, In Progress, and Done.
- Refined the move control into a compact disclosure arrow beneath the drag
  handle; its accessible destination menu stays closed until requested instead
  of occupying a permanent row on every card.
- Ordinary-note moves persist configured completion/progress tags; native to-do
  moves persist native completion plus the configured progress tag. Unrelated
  fields, tags, content, dates, note type, and notebook ownership are preserved.
- The webview submits constrained semantic intent. The main plugin process
  reparses configuration, refetches host/scope/item/tag state, derives minimal
  writes, rejects stale or malformed requests, and refreshes only the initiating
  view from canonical state.
- Added pending/error feedback, pointer cancellation and movement thresholds,
  duplicate-request guards, request sequencing, live announcements, and focus
  restoration. Sorting and pagination remain authoritative after a move.
- Pointer and keyboard workflows still require final manual Joplin acceptance;
  v2.0.0 has not been released or published.
- Automated validation: 295 tests across 19 suites, TypeScript, webview syntax,
  whitespace, prohibited-reference checks, and production JPL inspection passed.

### Eisenhower label migration

- Eisenhower matrices retain urgent/important axes but now use Do Next,
  Scheduled, On Deck, and Backlog consistently with Skeleton mode. No saved data
  migration is required because quadrant labels are display-only.

### Opt-in editable Eisenhower matrices

- Added `editable: yes | no` to `gtd-matrix`, defaulting to read-only and
  applying only to Eisenhower mode with distinct urgent/important tag names.
- Editable matrices reuse the compact pointer handle and disclosure-controlled
  keyboard menu for Do Next, Scheduled, On Deck, and Backlog. Skeleton remains
  supported and read-only; requesting editing warns without adding inert UI.
- Moves derive minimal urgent/important tag changes from fixed semantic
  destinations and fresh host, scope/group, eligibility, completion, mode, and
  configuration state. Completion, dates, content, note type, notebook, and
  unrelated tags remain unchanged.
- Added same-board target scoping, cancellation, pending/error feedback, live
  announcements, focus recovery, canonical refresh, and stale-response guards.
- Automated validation now covers 374 tests across 22 suites. Production build
  inspection and manual Joplin acceptance remain pending.

## 1.0.0 — 2026-07-28

### Card underline cleanup

- Removed the inherited clickable underline from kanban and matrix cards for
  both notes and to-dos.
- Completed cards retain their line-through styling; other clickable views and
  card interactions are unchanged.

### Independent project-note filters

- Added `notes: all | none` to `gtd-kanban` and `gtd-matrix`, defaulting to
  `all` for backward compatibility.
- `notes: all` continues to require explicit ordinary-note opt-in through a
  `gtd` block; `notes: none` enables task-only boards and matrices.
- Project-note filtering is independent from `todos`, happens before warnings
  and tag access, and preserves grouped-view totals and empty-group omission.

### Notebook-grouped kanban and matrix views

- Added explicit `group: notebook` support when paired with literal
  `scope: children`, rendering separate exact-owner views for the root and each
  non-empty descendant notebook.
- Cards appear once under their full notebook path; empty parents are omitted
  without hiding non-empty descendants.
- Each generated column or quadrant retains independent pagination, while
  warnings remain with their owning notebook and statistics remain block-wide.

### Done-tag completion for ordinary notes

- Added configurable `done-tag` support to kanban and matrix blocks for
  ordinary notes that already opt in with a `gtd` block.
- Kanban completion takes priority over `in-progress-tag`; `done-window`
  remains specific to native completed to-dos.
- Both matrix modes exclude completed notes before quadrant bucketing.
- Native to-dos still use Joplin completion, calendars are unchanged, and the
  plugin remains read-only.

### Opted-in note cards for kanban and matrix

- Ordinary notes containing a `gtd` block now appear in kanban and matrix
  views. Empty blocks opt in; plain notes without the block remain excluded.
- Kanban places note cards in Backlog or In Progress from the configured tag;
  the later `done-tag` addition places completed project notes in Done.
  Ordinary notes never display recurrence state.
- Skeleton and Eisenhower matrices apply their existing date/tag axes to note
  cards. Completed to-dos remain excluded.
- Note cards reuse `gtd` title, date, colour, icon, and text overrides. They
  use 📄 when no custom icon is provided and click through to the source note.
- Malformed `gtd` blocks remain visible with fallback values and the existing
  warning. The `todos:` option continues to govern only to-dos.
- Kanban and matrix inspect bodies whenever an admitted type can use a `gtd`
  block; tag requests remain limited to eligible items.
- Validation: 185 automated tests passed, the production JPL was built, and
  manual Joplin acceptance passed on 2026-07-27.

### Incremental kanban and matrix card limits

- Added `page-size` to `gtd-kanban` and `gtd-matrix` (positive integer, default 10); invalid values warn and fall back to 10.
- Each kanban column and matrix quadrant initially shows one batch. **List more** reveals the next batch independently without changing saved configuration; reload resets expansion.
- Hovering over or focusing **List more** shows the exact number of hidden entries. The control uses a linked accessible tooltip, retains keyboard focus between intermediate clicks, and disappears after the final batch.
- Collectors still return complete sorted results and statistics; batching is transient webview state, so headings and totals remain complete.
- Validation: 164 automated tests passed, the production JPL was built and inspected, and manual Joplin acceptance passed on 2026-07-27.

## 0.7.0 — Gantt chart

- New `gtd-gantt` block: a project-grouped timeline of bars and milestones.
- **Dual-role fence** — a `gtd-gantt` block **with** a `project:` key is an *item declaration* (renders as an inline `gantt: <project>` badge); **without** one it's the *chart*. Same rule applied by the renderer and the collector.
- **Notes → bars** (`begin-date` + `end-date`; both required and valid, `end` ≥ `begin`, else excluded with a warning). **To-dos → milestones** (◆ on the native due date; `begin`/`end` on a to-do are ignored with a warning; no due date → excluded). No Unscheduled section.
- Items grouped into swimlanes by `project:` (case-insensitive, alphabetical); completed milestones dimmed/struck, recurring get ↻; styling keys (`bg-colour`/`fg-colour`/`title`/`text`) mirror the `gtd` block.
- Chart options: `title`, `scope` (incl. `all`), `notebook`, `filter-project`, `sort`/`sort-type` (`begin-date`/`title`/`modified-date`), `card-detail`. No `notes`/`todos` option (items opt in via `project:`).
- Rendering: CSS-grid timeline with a month tick header, a "today" line, horizontal scroll for wide ranges, and click-to-open. Read-only.

## 0.6.0 — Notebook targeting & profile-wide scope

- Added `notebook:` to every view block (`gtd-calendar`, `gtd-kanban`, `gtd-matrix`, `gtd-gantt`): root the folder scan at a specific notebook — by unique name, `Parent/Child` title path, or 32-char folder id — even one outside the host note's tree. `scope` then applies relative to it. Unknown/ambiguous notebooks warn and fall back to the host note's folder.
- Added `scope: all`: scan **every** notebook in the profile. Guardrails — the stats footnote reports the scan size and is marked `scope: all`, and a soft ⚠ warning appears past ~2000 scanned notes. `notebook:` is ignored under `scope: all` (with a warning).
- Performance: view collectors now request note bodies only when the inclusion mode actually needs the `gtd` block, trimming data fetched for profile-wide scans.

## 0.5.0 — The Skeleton Matrix

- Added `mode: skeleton | eisenhower` to `gtd-matrix` (default: `skeleton`).
- **Skeleton mode** replaces Eisenhower's opinion-based axes with derived ones: rows = active (`in-progress-tag`, shared with the kanban), columns = due soon (`urgent-window` days, default 3, overdue included; `urgent-tag` as a manual override for dateless items). Quadrants: **Do Next**, **Scheduled**, **On Deck**, **Backlog** — nothing is ever "Eliminate".
- Classic Eisenhower preserved via `mode: eisenhower`.
- `MatrixBoard` is now positional internally (top-left…bottom-right); labels are supplied per mode, and rendering is fully shared between the two modes.

## 0.4.0 — Eisenhower Matrix

- New `gtd-matrix` block: a 2×2 prioritisation grid with labelled axes.
- Quadrants from two tags (`urgent-tag`, `important-tag`): Do First / Schedule / Delegate / Eliminate.
- Completed to-dos excluded entirely (a prioritisation view, not a tracking view).
- Cards reuse the kanban's rendering (compact, recurrence mark, drilldown, `card-detail`).

## 0.3.2 — Unscheduled visibility toggles

- Added `unscheduled-todos` and `unscheduled-notes` options to `gtd-calendar` (default: `yes` for both; also accepts `true`/`false`, `show`/`hide`).
- Lets a dashboard with multiple stacked calendar blocks show each Unscheduled sub-section under only one of them, instead of duplicating the list.

## 0.3.1 — Split Unscheduled section

- The Unscheduled area now shows two labelled sub-sections — **Unscheduled to-dos** (first) and **Unscheduled notes** — instead of one mixed list.
- A sub-section is omitted entirely when it has no items.

## 0.3.0 — Kanban board

- New `gtd-kanban` block: three columns (Backlog / In Progress / Done) built from to-dos only.
- Bucketing: `todo_completed` wins → Done; else the `in-progress-tag` → In Progress; else → Backlog.
- Done column limited to a configurable `done-window` (default 7 days; `all` for full history).
- Per-column sort (`due-date` / `title` / `modified-date`); dateless cards sort last under `due-date`.
- Compact cards with a configurable detail panel (`card-detail: hover | always | none`).
- Read-only.

## 0.2.0 — Recurring to-do awareness

- Recurring to-dos (as managed by the *Repeating To-Dos* plugin, v2) are marked with a ↻ symbol across every view.
- Detected via the `recurring` tag the Repeating To-Dos plugin maintains as its own query index — no coupling to its note-body format, no code duplication of its recurrence logic.

## 0.1.0 — Initial release

- Forked from [WeMakeMachines/joplin-plugin-event-calendar](https://github.com/WeMakeMachines/joplin-plugin-event-calendar).
- `gtd-calendar` block populated by real notes and to-dos (instead of hand-written YAML) in the calendar note's folder and, optionally, its descendants (`scope`).
- Views: `day`, `week`, `month` (compact tile strip, upstream-style) and `month-grid` (full current-month 7-column grid with weekday headers).
- Notes and to-dos opt in via a `gtd` fenced block (empty block valid); to-dos schedule automatically from their Joplin due date.
- Unscheduled items (no resolvable date) collect below the grid.
- Drilldown: every tile opens its source note.
- Fixed an upstream bug where the week view silently grouped by month.