Merge pull request #16 from ZDOSS/codex/july-planning-workflow-milestone

Expand July planning workflows

Author: zeidalidiez

AI.md

@@ -145,7 +145,7 @@ The core domain in `packages/core/src/domain/` covers the entities the plan call
 - `blocks` is stored once as a directional edge; `blocked by` is derived
 - `relatesTo` is canonicalized so each pair is stored once regardless of which item initiated it
 - planning dates use `YYYY-MM-DD` and never round-trip through UTC midnight
-- reminders store UTC `remindAt` plus IANA `timeZone`; changing display TZ never mutates the instant
+- reminders store UTC `remindAt` plus IANA `timeZone`; changing display TZ never mutates the instant, and agenda-style date-only displays must derive the visible day through `dateOnlyFromTimestamp(remindAt, timeZone)` rather than slicing the UTC string
 - checklist entries are not hidden work items; convert-to-subtask is one atomic validated command
 - archive preserves identity and references; trash is canonical project data; permanent deletion is explicit
 - custom-field values are stored on `WorkItem.customFields` as typed values keyed by custom field ID; inapplicable values must be hidden in UI surfaces, not deleted, so type changes do not lose data
@@ -154,7 +154,7 @@ The core domain in `packages/core/src/domain/` covers the entities the plan call
 
 ## Current major workflows
 
-- workspace launcher (`/`, `/open`, `/demo`) with:
+- workspace launcher (`/`, `/projects`, `/open`, `/demo`) with:
   - reopen-from-recents support
   - browser-vs-folder storage explanation
   - explicit delete/remove confirmation for saved projects
@@ -163,7 +163,9 @@ The core domain in `packages/core/src/domain/` covers the entities the plan call
   - desktop folder scan/open flow for existing `.pm-suite` saves
   - PWA/browser folder picker for creating and reopening local-folder projects when File System Access is available
   - automatic last-project restore after reload via persisted active-session metadata
-- per-project view tabs across board, backlog, table, roadmap, calendar, docs, bug triage, my work, search, trash, and saved planning views; `AppShell` reads saved board/backlog/table/bug/my-work views from the active bundle and keeps them separate from hidden built-in route preferences
+  - an explicit `/projects` launcher route; `/` redirects an already-open/restored project to `/overview` so the real app root honors the in-project overview default without removing the launcher
+- per-project view tabs across overview, board, backlog, table, roadmap, calendar, docs, bug triage, my work, search, trash, and saved planning views; `AppShell` reads saved board/backlog/table/bug/my-work views from the active bundle and keeps them separate from hidden built-in route preferences
+- `/overview` is now the default in-project landing route; `OverviewView` derives health summaries from the active bundle, including active work, milestone progress, blocking relationships, future-only upcoming dates/reminders, triage-lane bug intake, recent activity, and the current storage trust/save state without adding new persisted overview state
 - `ProjectRouter` keeps `/board` pinned to `projectSettings.defaultViewId` when that view is a board, even if saved board views have earlier ordering, and only mounts the work-item modal overlay route while the current path is `/item/:itemId`
 - saved board/backlog/table views keep multi-value filter arrays intact when hydrated into the current single-select toolbar controls; selecting a concrete value intentionally narrows that one dimension, while untouched imported/command-created multi-value filters remain multi-value on update
 - create-item entry points now carry view context through `CreateItemPrefill` in `palette-bus.ts`; the shared dialog can receive and expose `typeId`, `statusId`, `priorityId`, and `assigneeId`, so board, bug triage, and my-work creates no longer drop the context that made the user click that surface's action in the first place
@@ -177,6 +179,7 @@ The core domain in `packages/core/src/domain/` covers the entities the plan call
 - custom fields in item detail live in `CustomFieldsPanel.tsx` and route through `item.update` with `patch.customFields`; optional empty values are removed from the item map, required empty values stay blocked with inline validation, and the panel only shows fields applicable to the item's current type
 - table view now adds read-only columns for active custom fields, showing `None` for empty applicable values and `Not applicable` where a field does not apply to a row's item type
 - table view now supports shared saved-view filters, base-column visibility toggles, persisted visible-column and column-order settings, and command-backed inline edits for status, priority, assignee, milestone, and due date
+- table view now supports row selection plus bulk status, priority, and assignee edits; selection intentionally survives local filter changes, bulk apply dispatches one validated `item.update` per selected live item rather than only visible rows, and the toolbar labels hidden selections as `N selected (M visible)`
 - table saved views apply persisted `columnOrder` during render; custom-field columns still append when not named by the saved order so active custom fields remain discoverable
 - backlog rows now show compact custom-field metadata tags for populated applicable fields, limited to the first few ordered fields to keep the row scannable
 - backlog view now supports shared text/type/status/priority/assignee/milestone filters and board/backlog/table style saved-view actions for save-as, update, delete, and left/right ordering
@@ -210,7 +213,10 @@ The core domain in `packages/core/src/domain/` covers the entities the plan call
 - that editor reset now keys only on `doc.id`, so switching documents still refreshes the draft while external bundle updates to the same document do not silently clobber unsaved local typing
 - deleting the currently open doc now routes to the nearest active remaining document, or `/docs` when none remain, so the route does not stay pinned to a deleted or archived document ID while other docs still exist
 - `DocEditor` now keeps that selection-sync effect above its null guard so hook ordering stays valid even if future refactors ever allow the component to see a transient `bundle === null`
-- bug triage now exposes a visible `New bug` action in the intake column, maps software-project `inbox` bugs into Intake, opens the shared create dialog with the correct intake status preselected, and limits Intake's planned-status fallback so custom workflows can still populate Ready
+- roadmap lanes now show milestone target dates, completed/total/percent progress, dependency indicators from `relationshipsForItem()`, explicit date inputs, milestone reassignment controls, and inline invalid-range feedback while preserving date-only semantics through `item.update`; clearing Start or Due clears only that side of the range
+- calendar now keeps the month grid and adds a derived agenda for upcoming item start/due dates plus active reminders; reminder agenda rows use the reminder's IANA timezone to decide the visible date, boundary filtering keeps reminders visible when their local display date and UTC date straddle the agenda start, agenda links use existing work-item routes, and the feature does not introduce a calendar-specific storage model
+- bug triage now exposes a visible `New bug` action in the intake column, maps software-project `inbox` bugs into Intake, opens the shared create dialog with the correct intake status preselected, and limits Intake's planned-status fallback so custom workflows can still populate Ready; `buildBugTriageColumns()` is shared with overview so accepted Ready bugs do not reappear as intake pressure
+- bug triage cards are now `<article>` surfaces with an internal item link and real form controls, not whole-card links, so triage buttons/selects are valid and testable; accept/decline/assign dispatch `item.update`, decline resolves to an existing canceled status or completed fallback before dispatching, snooze dispatches `reminder.create`, and duplicate linking dispatches `relationship.create` with `relatesTo`
 - My Work now has a `New assigned item` action that preselects the current local member as assignee, so work created from that filtered view remains visible in the same workflow after creation
 - board-level `New item` now preselects the first board column's default drop status, which keeps newly created cards visible on boards whose first lane does not use the project/type default status
 - table sorting now uses neutral ascending comparators plus explicit default directions, so `Priority (desc)` puts urgent work first and selecting `Updated` defaults to newest-first order
@@ -256,9 +262,14 @@ The core domain in `packages/core/src/domain/` covers the entities the plan call
   - work-item next-reminder summary behavior that ignores past reminders instead of promoting stale reminders as upcoming follow-up
   - bug triage intake visibility for software-workflow `inbox` bugs and intake-status prefill for `New bug`
   - bug triage fallback mapping that keeps a non-standard planned Ready status visible
+  - bug triage filters for needs-repro and command-backed accept/decline/snooze/assign/duplicate actions
   - board-context item creation that uses the first board column default status
   - my-work item creation that preselects the active local member as assignee
   - table priority and updated-date sort direction behavior
+  - table bulk status/priority/assignee editing across selected rows, including selections hidden by a local filter
+  - overview route summaries, default root-to-overview routing for open projects, project create/open/demo/import landing on overview, future-only reminders, and triage-lane bug intake matching the bug board
+  - roadmap milestone progress, dependency indicators, date inputs, independent date clearing, and milestone reassignment controls
+  - calendar agenda rendering from item dates and timezone-local reminder dates
   - trash restore and confirmed permanent deletion for work items, documents, and attachments
   - document soft-delete cleanup for document-scoped reminders and attachments, including reminder restoration from the document trash payload
   - document permanent-delete cleanup for document-scoped reminders and attachments
@@ -428,13 +439,31 @@ The core domain in `packages/core/src/domain/` covers the entities the plan call
   - remapping and validating saved-view filter references during JSON import so exported projects remain portable across generated IDs
   - surfacing saved planning views in the project view bar without changing hidden built-in view preferences
   - adding board, backlog, and table save-as/update/delete/reorder flows for saved working views
+- continued the July 2026 planning/workflow milestone by:
+  - adding `/overview` as the default in-project landing surface with derived project health, milestone, blocked-work, agenda, bug-intake, activity, and storage-state summaries
+  - adding table visible-row selection and bulk status/priority/assignee updates through existing `item.update` commands
+  - expanding roadmap lanes with target dates, progress, relationship-based blocked indicators, date controls, invalid-range feedback, and milestone reassignment
+  - adding a calendar agenda derived from item start/due dates and reminders
+  - turning bug triage into an actionable workflow with filters plus accept, decline, snooze, owner assignment, and duplicate-link actions
   - adding backlog shared filters and table column visibility plus command-backed inline status, priority, assignee, milestone, and due-date edits
   - adding focused core and UI regression coverage for saved-view filters, viewbar rendering, default board routing, backlog saved views, board saved views, and table inline/editable saved views
 - applied the PR #15 Greptile follow-up by:
   - limiting AppShell saved-view tabs to saved view types with registered routes so bug/my-work saved views cannot navigate to missing `/bugs/view/:id` or `/mywork/view/:id` routes
   - preserving multi-value saved filters in board, backlog, and table while retaining the current single-select toolbar controls for manual narrowing
   - applying table `columnOrder` during render and saving the ordered visible column subset on table view save/update
   - adding regression coverage for all five review findings
+- applied the PR #16 Greptile follow-up by:
+  - making roadmap date inputs preserve the unedited side of a range when Start or Due is cleared
+  - sharing bug triage lane status ownership with overview so Ready bugs stop counting as intake
+  - filtering stale reminders out of the overview agenda and deriving reminder agenda dates from each reminder's `timeZone`
+  - making bug decline choose an existing canceled status, then the project completed default, then any completed status instead of dispatching a literal `wont-fix`
+  - applying table bulk edits to all selected live items even when some selected rows are hidden by the current filter
+  - adding regression coverage for the six review findings
+- applied the second PR #16 Greptile follow-up by:
+  - keeping calendar reminders visible when their timezone-local display date is the day before the UTC agenda anchor
+  - routing create/open/import/demo project entry points to `/overview` instead of `/board`
+  - adding `/projects` as the explicit workspace launcher route and redirecting `/` to `/overview` when a project is already open
+  - updating e2e expectations for overview-first project entry while still navigating to Board in board-specific workflow checks
 
 ## Open follow-on planning
 

Readme.md

@@ -6,15 +6,16 @@ A free, open source, hybrid day-one project management suite for practical softw
 
 The MVP implementation is in place. The current build supports:
 
-- **Workspace** with new/open/demo project flow, recent-project reopen, browser-vs-folder storage guidance, inline delete/remove confirmation, and automatic restore of the last active project after reload
+- **Workspace** with new/open/demo project flow, recent-project reopen, browser-vs-folder storage guidance, inline delete/remove confirmation, an explicit `/projects` launcher route, and automatic restore of the last active project after reload
 - **Shared UI foundation** with reusable buttons, icon buttons, fields, page headers, surfaces, toolbars, empty states, inline alerts, modal/dialog primitives, data tables, and work-item metadata components
+- **Overview** as the default project landing view for created, opened, imported, demo, and restored projects, summarizing active work, milestone progress, blocked items, future upcoming dates/reminders, triage-lane bug intake, recent activity, and the current storage/save state
 - **Board** with drag-and-drop, WIP limits (warn + hard modes), explicit hard-limit feedback, column-based status grouping, context-aware item creation that starts in the first board lane, and whole-card link navigation that keeps visible card metadata available to assistive technology
 - **Backlog** with priority-sorted items, saved working views, shared text/type/status/priority/assignee/milestone filters, custom-field metadata tags, a shared toolbar, and a visible new-item entry point
-- **Table** with accessible sortable header buttons, corrected priority/updated sorting, saved working views, shared filters, column visibility and saved column order, inline status/priority/assignee/milestone/due-date edits, custom-field columns, and shared metadata badges
+- **Table** with accessible sortable header buttons, corrected priority/updated sorting, saved working views, shared filters, column visibility and saved column order, row selection that survives filter changes, bulk status/priority/assignee edits, inline status/priority/assignee/milestone/due-date edits, custom-field columns, and shared metadata badges
 - **Docs** with Markdown editing, sanitized rendering, internal embeds, backlinks, router-safe in-app navigation for preview links, correct pane updates when switching documents, draft-preserving editor resets, shared confirmation for document deletion, and safe navigation to the next active document after deleting the open one
-- **Roadmap / timeline** with date drag/resize, milestone lanes, dependency awareness, and shared zoom/anchor controls
-- **Calendar** with accessible month navigation controls, month grid, and date-based item visibility
-- **Bug triage** with severity, reproduction steps, expected/actual behavior, environment, affected version, shared work-card metadata, and a visible new-bug entry point that defaults to the Intake lane without starving Ready in custom planned workflows
+- **Roadmap / timeline** with date drag/resize, milestone lanes, milestone progress and target dates, dependency indicators, explicit date controls that clear each side of a range independently, milestone reassignment, invalid-range feedback, and shared zoom/anchor controls
+- **Calendar** with accessible month navigation controls, month grid, date-based item visibility, and an agenda for upcoming start/due dates and timezone-aware reminders that stay visible around UTC/local day boundaries
+- **Bug triage** with severity, reproduction steps, expected/actual behavior, environment, affected version, shared work-card metadata, practical triage filters, accept/decline/snooze/assign/duplicate actions, workflow-safe decline handling, and a visible new-bug entry point that defaults to the Intake lane without starving Ready in custom planned workflows
 - **My work** filtered to the locally selected member with a real member select control, shared work rows, and assigned-to-me creation
 - **Search** across items, docs, comments, and labels with shared search controls and grouped results
 - **Settings** for theme, left-panel visibility, editable members, statuses, priorities, types, labels, milestones, custom fields, plugins, export, AI bridge, semantic section tabs, and inline import errors
@@ -96,7 +97,7 @@ The UI/UX overhaul planning package lives in `docs/superpowers/specs/2026-07-02-
 | Suite | Count | Notes |
 | --- | --- | --- |
 | `packages/core` | 47 | Domain, storage, dispatcher, export, import |
-| `packages/ui` | 63 | AppShell, ProjectRouter, shared button and surface primitives, WorkItemModal attachment/reminder/custom-field coverage, TrashView, BoardView, saved planning views, BacklogView, BugTriageView, MyWorkView, TableView, CommandPalette, CreateItemDialog, launcher, docs, settings |
+| `packages/ui` | 80 | AppShell, ProjectRouter, OverviewView, shared button and surface primitives, WorkItemModal attachment/reminder/custom-field coverage, TrashView, BoardView, saved planning views, BacklogView, BugTriageView, MyWorkView, TableView, RoadmapView, CalendarView, CommandPalette, CreateItemDialog, launcher, docs, settings |
 | `apps/desktop` | 2 | Desktop storage adapter command wiring |
 | `tests/e2e` | 7 | Hybrid parity, project workflow, theme, palette, export, search |
 

apps/desktop/src/main.tsx

@@ -32,6 +32,7 @@ function App() {
         <AppShell appMode="desktop">
           <Routes>
             <Route path="/" element={<ProjectsListView />} />
+            <Route path="/projects" element={<ProjectsListView />} />
             <Route path="/open" element={<OpenProjectView />} />
             <Route path="/demo" element={<DemoFolderView />} />
             <Route path="/*" element={<ProjectRouter />} />

apps/web/src/main.tsx

@@ -35,6 +35,7 @@ function App() {
         <AppShell appMode="web">
           <Routes>
             <Route path="/" element={<ProjectsListView />} />
+            <Route path="/projects" element={<ProjectsListView />} />
             <Route path="/open" element={<OpenProjectView />} />
             <Route path="/demo" element={<DemoFolderView />} />
             <Route path="/*" element={<ProjectRouter />} />