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WhiteBoard Party #117

Updated by Sam Pearson 11 days ago

Tasks and Projects  
 Status: ~70% aligned **Type**: Engineering 
 Design **Effort**: Medium 
 Implementation **Component**: Reports, API 

 **Description** 
 Gap 
 status field (open, waiting, deferred, declined, stale) 
 Not implemented 
 Need to add status field to both models 
 active boolean 
 Projects have it, Tasks don't 
 Need to add active to Tasks 
 completed_at auto-set on completion 
 Unknown—need to check service 
 May need service logic 
 Project completion blocks if incomplete subtasks 
 Unknown—need to check service 
 May need service logic 
 
 Calendars, Routines, and Sessions 
 Status: ~85% aligned 
 Design 
 Implementation 
 Gap 
 Calendars taggable/principled 
 Not implemented (no mixins) 
 Need to add mixins 
 Sessions taggable/principled 
 Sessions have TaggableMixin only 
 Need to add PrincipledMixin 
 Session status field 
 Not implemented 
 Need to add status field 
 Session auto-creates Commitment 
 Unknown—need to check service 
 May need service logic 
 Routine deactivation deletes future sessions (optional) 
 Unknown 
 May need service logic 
 
 Commitments, Timeframes, and Checkins 
 Status: ~95% aligned 
 Design 
 Implementation 
 Gap 
 Core functionality 
 Fully implemented 
 — 
 Checkin target_types include report/tag/principle 
 Service only validates task/project/routine/session 
 Need to expand allowed types 
 This group is in good shape—the service code matches the design closely. 
 
 Tags and Principles 
 Status: ~90% aligned 
 Design 
 Implementation 
 Gap 
 Core CRUD + attach/detach API endpoints for ReportTemplate, including metric management. 

 **Acceptance Criteria** 
 Fully implemented * [ ] GET /report-templates - list user's templates 
  * [ ] GET /report-templates/{id} - get template with its metrics 
 Calendars taggable/principled * [ ] POST /report-templates - create template 
 Calendar model lacks mixins * [ ] PUT /report-templates/{id} - update template 
 Need to add mixins to Calendar * [ ] DELETE /report-templates/{id} - delete template 
 Sessions principled 
 Session model lacks PrincipledMixin 
 Need to * [ ] POST /report-templates/{id}/metrics - add mixin 
 
 Reports 
 Status: ~20% aligned 
 Design 
 Implementation 
 Gap 
 Single Report model linked metric to Timeframe template 
 Five separate models (DayReport, WeekReport, etc.) * [ ] DELETE /report-templates/{id}/metrics/{metric_type_id} - remove metric 
 Full redesign needed * [ ] PUT /report-templates/{id}/default - set as default for its timeframe_kind 
 MetricType (user-defined) 
 Not implemented 
 New model needed 
 MetricValue 
 Not implemented 
 New model needed 
 ReportTemplate 
 Not implemented 
 New model needed 
 ReportTemplateMetric 
 Not implemented 
 New model needed 
 Text fields (plan, reason, pre_notes, post_notes) 
 Partially there (notes, start_notes, end_notes vary by type) 
 Consolidate into unified fields 
 1:1 Timeframe link 
 Not implemented (reports store their own dates) 
 Need to add timeframe_id FK 
 This is the big one—essentially a rewrite of the reports module. 
 
 Summary 
 Entity Group 
 Alignment 
 Effort to Fix 
 Commitments, Timeframes, Checkins 
 ~95% 
 Minor (expand checkin target types) 
 Tags * [ ] All endpoints require authentication and Principles 
 ~90% 
 Minor (add mixins enforce ownership 

 **Files to Calendar, Session) Create** 
 Calendars, Routines, Sessions 
 ~85% 
 Small (add status, mixins, commitment auto-creation) 
 Tasks and Projects 
 ~70% 
 Medium (add status field, active flag, service logic) 
 Reports 
 ~20% 
 Large (new models, migration, service rewrite) * src/api/routes/report_templates.py

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