168 lines
9.4 KiB
Markdown
168 lines
9.4 KiB
Markdown
# Phase 2 + Phase 3 — Progress Tracker (2026-07-28 update)
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**Companion to:** [2026-07-22-rollout-plan.md](./2026-07-22-rollout-plan.md) (design + sequencing)
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**Source plans:** [phase2-analytics](./2026-07-22-phase2-analytics.md) · [phase3-offboarding](./2026-07-22-phase3-offboarding.md)
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**Purpose:** Live status of what's actually been built on the feature branches, what's uncommitted, and what's blocking each phase from merging to dev.
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> **How to use this doc:** update the status table + per-phase uncommitted-file list at the end of every work session. The next session reads this first instead of re-deriving the state from `git log`.
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---
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## 0. One-line status (2026-07-28)
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| Phase | Owner | Branch | State | Last merge into dev | Pushed to origin? |
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| **Phase 1** (aux roles + cohorts + assignments) | fchin | `feature/admin-cohorts-2026-07-22` | ✅ Merged (`b75599e`) | b75599e | yes — on `origin/feature/admin-cohorts-2026-07-22` |
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| **Phase 2** (analytics dashboard) | Arthur + fchin | `feature/analytics-dashboard-2026-07-22` | ✅ Merged (3 PRs) | b293e84 | **no** — branch has 4 commits ahead of origin |
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| **Phase 3** (offboarding workflows) | Craig + fchin | `feature/offboarding-2026-07-22` | ✅ Merged (1 commit, rebased clean) | 43447e2 | **no** — branch has 1 commit ahead of origin |
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| Docker rework (side) | fchin | `fix/docker-divergence-2026-07-22` | ✅ Merged | fd1b223 | no |
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| Seed modularization (side) | fchin | `refactor/seed-modularization-2026-07-22` | ✅ Merged | 07c8182 | no |
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**Local dev is now 14 commits ahead of origin/dev.** All three phases plus the two side branches are merged locally; none are pushed.
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> **🚨 Push blocker reminder:** do not promote `dev → main` until at least one of (a) full Playwright pass on the analytics + offboarding E2E specs, (b) manual smoke against the seed for the role-gated analytics tabs. Per AGENTS.md, `main` MUST always be deployable.
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---
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## 1. Phase 2 — Analytics Dashboard (Arthur + fchin)
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**Worktree:** `.worktrees/analytics-dashboard-2026-07-22/`
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**Branch tip:** `fded4d7 test(analytics): E2E coverage for /reports dashboard + changelog`
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**State:** merged to dev at `b293e84`. Worktree is clean.
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### What landed
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3 PRs in this order on the branch:
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1. `9b73ddb` feat(reports): restructure /api/reports/kpis to nested shape + add streaming /export
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2. `e27e947` feat(analytics): full rewrite of /reports UI — 5 tabs, KpiTile, FilterBar, DrilldownModal
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3. `fded4d7` test(analytics): E2E coverage for /reports dashboard + changelog
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Files touched:
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- `server/src/controllers/reports.controller.js` (372-line change: nested KPIs, role-scoped data, new streaming `/export?type=` endpoint)
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- `client/src/pages/admin/Reports.tsx` (full rewrite to use new components + nested KPI shape)
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- `client/src/components/KpiTile.tsx` (new)
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- `client/src/components/FilterBar.tsx` (new)
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- `client/src/components/DrilldownModal.tsx` (new)
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- `client/src/store/reports.ts` (new Zustand slice)
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- `client/e2e/analytics.spec.ts` (new — 197 lines)
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- `.harness/changelogs/2026-07-22-analytics-dashboard.md` (new)
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### Plan doc cross-walk
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All §Approach items landed. Verification recipe in the changelog:
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```bash
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curl -s -H "Authorization: Bearer $ADMIN_TOKEN" http://localhost:3001/api/reports/kpis | jq .
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curl -s -H "Authorization: Bearer $ADMIN_TOKEN" \
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"http://localhost:3001/api/reports/export?type=overview&format=csv" | head -2
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cd client && npx playwright test e2e/analytics.spec.ts
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```
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### Outstanding items for the next session
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- [ ] **Verify the analytics E2E spec passes against the seed.** The spec is written and committed but not yet exercised end-to-end. The donor seed has minimal data (just role accounts, no classes / grades / fees), so some assertions may need a richer seed or skip-clauses.
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- [ ] **Push the merged branch to origin** so CI / Arthur's teammates can pull it.
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- [ ] **Audit / verify the legacy `/api/reports/export/:type` route** — still wired but undocumented. Add a comment or deprecate.
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---
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## 2. Phase 3 — Offboarding Workflows (Craig + fchin)
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**Worktree:** `.worktrees/offboarding-workflow/`
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**Branch tip:** `b939637 feat(offboarding): Phase 3 student + staff offboarding workflows` (rebased onto post-Phase-2 dev)
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**State:** merged to dev at `43447e2`. Worktree is clean.
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### What landed
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Craig shipped the entire Phase 3 plan in a single feature commit (the plan doc's 4-PR breakdown is preserved in the changelog for traceability). Rebase onto post-Phase-2 dev was conflict-free.
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Files touched (per the commit message + `git show --stat b939637`):
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- `server/src/database/migrations/knex/2026072300000010_offboarding.js` (73 lines)
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- `server/src/services/OffboardingService.js` (433 lines — the 11-step pipeline)
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- `server/src/controllers/offboarding.controller.js` (525 lines — 10 endpoints)
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- `server/src/index.js` (controller registered)
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- `server/src/services/AuditService.js` (4 lines — accepts passed-in db handle)
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- `server/src/services/SyncEngine.js` (2 lines — tablesToSync append)
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- `server/tests/offboardingService.test.js` (267 lines — 6 unit tests incl. transaction rollback)
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- `client/src/store/offboarding.ts` (181 lines)
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- `client/src/pages/admin/Offboarding.tsx` (353 lines)
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- `client/src/pages/admin/OffboardingWizard.tsx` (630 lines — 4-step wizard)
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- `client/src/pages/admin/Alumni.tsx` (191 lines)
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- `client/src/components/OffboardingStepRow.tsx` (90 lines)
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- `client/src/components/OverrideModal.tsx` (103 lines)
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- `client/src/pages/admin/Users.tsx` (Offboard button)
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- `client/src/pages/admin/HRManagement.tsx` (Offboard button)
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- `client/src/pages/hr/StaffDirectory.tsx` (Offboard button)
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- `client/src/App.tsx` (routes)
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- `client/src/components/Nav.tsx` (nav entries)
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- `client/e2e/offboarding.spec.ts` (222 lines — 4 e2e specs)
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- `.harness/changelogs/2026-07-22-offboarding.md` (71 lines)
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### Plan doc cross-walk
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All §Approach items landed. Verification recipe per the changelog:
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```bash
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cd server && npm run db:init # applies the new offboarding migration
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node server/tests/offboardingService.test.js # unit tests incl. rollback
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cd client && npx playwright test e2e/offboarding.spec.ts
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```
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### Outstanding items for the next session
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- [ ] **Verify the offboarding unit tests pass.** `server/tests/offboardingService.test.js` is hand-rolled (no test framework installed). Run it manually.
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- [ ] **Verify the offboarding E2E spec passes against the seed.** Requires the donor seed to have at least 1 student and 1 teacher with outstanding fees / payroll to exercise the fee/payroll block flows.
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- [ ] **Push the merged branch to origin.**
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---
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## 3. Cross-cutting work (everyone's affected)
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All three phases are now in dev. The cross-cutting-file conflict matrix is resolved. Below is the cumulative state of the shared files:
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| File | Phase 1 (b75599e) | Phase 2 (b293e84) | Phase 3 (43447e2) | Side branches |
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| `client/src/App.tsx` | +4 cohort routes + ~18 lines of new components | no change | +3 offboarding routes + nav | — |
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| `client/src/components/Nav.tsx` | +3 cohort entries | +1 reports entry (already existed) | +2 offboarding entries | — |
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| `server/src/index.js` | +cohorts + userRoles controllers | no change | +offboarding controller | — |
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| `server/src/services/SyncEngine.js` | +4 cohort tables + user_roles | no change | +2 offboarding tables | — |
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| `server/src/database/seeds/demo.js` | not touched | not touched | not touched | modularized by refactor/seed-modularization-2026-07-22 |
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| `server/src/controllers/reports.controller.js` | no change | restructure + new export endpoint | no change | — |
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No outstanding merge conflicts. The Phase 2 and Phase 3 PRs are both safely in `dev`.
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---
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## 4. Action queue (fchin, in order)
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1. [ ] **Run the analytics E2E spec against a fresh seed.** See Phase 2 outstanding items.
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2. [ ] **Run the offboarding unit + E2E specs against a fresh seed.** See Phase 3 outstanding items.
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3. [ ] **Address any new TS warnings introduced** by Phase 2 (Reports.tsx rewrite) and Phase 3 (Offboarding*.tsx, Alumni.tsx, etc.). Pre-PR baseline had ~20 pre-existing TS errors; check the delta.
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4. [ ] **Push local dev to origin.** 14 commits ahead of `origin/dev`. Includes the docker fix, seed mod, all three phases. Verify with `git log --oneline origin/dev..HEAD` first.
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5. [ ] **Promote dev → main** after all 4 tests above pass and `main` is green. Per Git Flow, no direct commits to main; the merge must be a regular `--no-ff` merge.
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---
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## 5. Quick state-of-play commands
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```bash
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# What's on local dev but not pushed to origin?
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git log --oneline origin/dev..HEAD
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# Per-worktree status
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for wt in feat-auto-20260722-ed7cf80c analytics-dashboard-2026-07-22 offboarding-workflow tracker-update-2026-07-28; do
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echo "=== $wt ==="
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git -C .worktrees/$wt status -s
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done
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# Phase 2 commit chain
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git -C .worktrees/analytics-dashboard-2026-07-22 log --oneline -5
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# Phase 3 commit chain
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git -C .worktrees/offboarding-workflow log --oneline -5
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```
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---
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## 6. Changelog of THIS tracker
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- 2026-07-27 — first version, written by fchin (orchestrator) at the end of the Phase 1 PR 2+3 merge session. Captures the state immediately after Phase 1 landed on origin/dev.
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- 2026-07-28 — second version. All three phases merged to local dev. 14 commits ahead of origin/dev. Phase 2 was 3 PRs (backend, frontend, E2E + changelog); Phase 3 was Craig's single commit rebased cleanly onto post-Phase-2 dev. Outstanding: run the E2E + unit specs against the seed, push to origin, then promote dev → main. |