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docs(03-03): complete dashboard and clients plan summary

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Chandler Copeland
2026-03-19 16:54:35 -06:00
parent 3fa2e1c424
commit b94720bde8
3 changed files with 168 additions and 8 deletions
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.planning/STATE.md
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@@ -3,12 +3,12 @@ gsd_state_version: 1.0
milestone: v1.0
milestone_name: milestone
status: unknown
last_updated: "2026-03-19T22:42:39.547Z"
last_updated: "2026-03-19T22:53:59.607Z"
progress:
total_phases: 3
completed_phases: 2
total_plans: 10
completed_plans: 8
completed_plans: 9
---
# Project State
@@ -23,11 +23,11 @@ See: .planning/PROJECT.md (updated 2026-03-19)
## Current Position
Phase: 3 of 7 (Agent Portal Shell) — In Progress
Plan: 03-02 complete (2 of 4 plans in phase complete)
Status: Phase 3 in progress — portal layout, nav, shared components, and client actions complete; awaiting 03-03 (Client CRUD UI) start
Last activity: 2026-03-19 — Plan 03-02 complete: Portal layout/PortalNav, StatusBadge, DocumentsTable, and createClient/updateClient/deleteClient server actions
Plan: 03-03 complete (3 of 4 plans in phase complete)
Status: Phase 3 in progress — portal layout, nav, shared components, client actions, dashboard page, and clients card grid complete; awaiting 03-04 (client profile page) start
Last activity: 2026-03-19 — Plan 03-03 complete: Dashboard page (filterable documents table), Clients page (card grid + create modal), and seed data (2 clients + 4 documents)
Progress: [████░░░░░░] 40%
Progress: [█████░░░░░] 50%
## Performance Metrics
@@ -51,6 +51,7 @@ Progress: [████░░░░░░] 40%
| Phase 02-marketing-site P01 | 5 | 2 tasks | 8 files |
| Phase 03-agent-portal-shell P01 | 3 | 2 tasks | 6 files |
| Phase 03-agent-portal-shell P02 | 8 | 3 tasks | 5 files |
| Phase 03-agent-portal-shell P03 | 9 | 3 tasks | 7 files |
## Accumulated Context
@@ -80,6 +81,9 @@ Recent decisions affecting current work:
- [Phase 03-agent-portal-shell]: Zod v4 uses .issues not .errors for ZodError — updated plan-specified .errors[0].message to .issues[0].message in client server actions
- [Phase 03-agent-portal-shell]: updateClient uses bind pattern (id pre-bound) so useActionState passes prevState + formData as remaining args — caller does updateClient.bind(null, clientId)
- [Phase 03-agent-portal-shell]: PortalNav is a client component (usePathname requires use client); active link state driven by pathname.startsWith(href) with gold border-b-2 underline
- [Phase 03-agent-portal-shell]: DashboardFilters extracted to separate file — use client directive must be at file top in Next.js, cannot be inlined inside server component file
- [Phase 03-agent-portal-shell]: ClientsPageClient extracted to _components/ClientsPageClient.tsx for cleaner server/client split following project convention
- [Phase 03-agent-portal-shell]: Seed script requires DOTENV_CONFIG_PATH=.env.local — dotenv/config reads .env by default but project uses .env.local
### Pending Todos
@@ -96,5 +100,5 @@ None yet.
## Session Continuity
Last session: 2026-03-19
Stopped at: Completed 03-02-PLAN.md — Portal shell built: authenticated layout, PortalNav, StatusBadge, DocumentsTable, and client server actions (createClient, updateClient, deleteClient)
Stopped at: Completed 03-03-PLAN.md — Dashboard page with URL-filtered documents table, Clients card grid with create modal, and seed data (2 clients + 4 placeholder documents)
Resume file: None