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chore: archive v0.2 milestone files

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Archive v0.2 (UI Overhaul and Optimization) to milestones/:
- milestones/v0.2-ROADMAP.md — full phase archive (Phases 8–11, 33 plans)
- milestones/v0.2-REQUIREMENTS.md — all 40 requirements marked complete
- milestones/v0.2-MILESTONE-AUDIT.md — audit artifact (passed, 40/40)
- MILESTONES.md — new living milestone index
- RETROSPECTIVE.md — new living retrospective with v0.2 section
- PROJECT.md — full evolution review: v0.2 requirements moved to Validated, 5 new Key Decisions added
- STATE.md — updated to milestone-complete status
- ROADMAP.md — v0.2 phases collapsed into <details> with progress table updated

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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curo1305
2026-06-17 14:26:19 +02:00
co-authored by Claude Sonnet 4.6
parent 2280b6f987
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.planning/milestones/v0.2-MILESTONE-AUDIT.md
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---
milestone: v0.2
name: Phases
status: passed
audited_at: 2026-06-17
remediated_at: 2026-06-17
phase_count: 4
completed_phases: 4
requirements_total: 40
requirements_satisfied: 40
requirements_partial: 0
requirements_missing: 0
nyquist_compliant_phases: 4
nyquist_partial_phases: 0
integration_check:
status: passed
mode: inline_fallback
note: "gsd-integration-checker spawn failed in Codex runtime with child model resolution error; integration was checked inline from phase artifacts and source wiring."
blocking_gaps: []
---
# v0.2 Milestone Audit
## Verdict
Milestone v0.2 now has complete gate evidence across all four phases. The original audit found missing or stale closeout artifacts; those gaps were remediated on 2026-06-17.
Recommended route: archive/complete the milestone when ready.
## Audit Method
The workflow integration-checker subagent could not be spawned in this Codex runtime because child model resolution failed. The integration step was completed inline by cross-checking phase summaries, verification files, validation/security artifacts, requirements traceability, and source wiring.
## Phase Gate Summary
| Phase | Verification | Validation | UAT | Security | Audit result |
|---|---:|---:|---:|---:|---|
| 08 Stack Upgrade / Backend Decomposition | Passed, 6/6 | Complete | Complete | Verified | Complete |
| 09 Admin Panel Rearchitecture | Human needed, 5/5 | Complete | Complete | Verified | Acceptable with ADMIN-09 decision noted |
| 10 UX Interaction | Passed, 15/15 | Complete | Resolved | Verified | Complete |
| 11 Visual / Responsive Cleanup | Passed, 12/12 | Complete | Resolved | Complete | Complete |
## Blocking Gaps
All blocking gaps from the initial audit are resolved.
## Remediation Completed
1. Phase 08 verification was reconstructed in `08-VERIFICATION.md`.
2. Phase 10 security gate was reconstructed in `10-SECURITY.md`.
3. Phase 11 post-11-07 UAT/validation/verification closure was recorded in `11-UAT.md`, `11-VALIDATION.md`, and `11-VERIFICATION.md`.
4. `REQUIREMENTS.md` traceability was updated for all completed v0.2 requirements.
5. ADMIN-09 was aligned with the accepted Phase 09 D-06 decision: admin accounts are administration-only and no "Back to app" link is rendered.
6. `npm audit --audit-level=high` high-severity esbuild finding was closed by upgrading frontend Vite to `^8.0.16`.
## Requirement Coverage
| Phase | Requirements | Satisfied | Partial | Notes |
|---|---:|---:|---:|---|
| 08 | 6 | 6 | 0 | `08-VERIFICATION.md` now exists and verifies all Phase 8 v0.2 requirements |
| 09 | 7 | 7 | 0 | ADMIN-09 text now matches accepted D-06 admin-only decision |
| 10 | 15 | 15 | 0 | Verification passed; requirements traceability updated |
| 11 | 12 | 12 | 0 | Plan 11-07 mobile UAT closure is reflected in UAT, validation, and verification artifacts |
Strict audit score: 40/40 requirements satisfied, 0 partial, 0 missing.
## Integration Findings
The milestone's cross-phase wiring appears coherent:
- Phase 08 backend decomposition preserved route/module behavior according to summaries and green tests.
- Phase 08 frontend client barrel exports avoided consumer churn.
- Phase 09 admin routing uses the admin layout and matched-route guard pattern.
- Phase 10 shared UX components feed into Phase 11 responsive cleanup.
- `StorageBrowser.vue` remains the single shared file browser used by local and cloud file views.
Previously identified integration risks are resolved:
- Phase 08 now has the canonical verification artifact.
- Phase 10 now has the canonical security artifact.
- Phase 11 post-fix evidence loop is closed after plan 11-07.
- ADMIN-09 is explicitly aligned with decision D-06.
## Nyquist Review
| Phase | Nyquist status | Evidence |
|---|---|---|
| 08 | Compliant | `08-VALIDATION.md` marks `nyquist_compliant: true` |
| 09 | Compliant | `09-VALIDATION.md` marks `nyquist_compliant: true` |
| 10 | Compliant | `10-VALIDATION.md` marks `nyquist_compliant: true` |
| 11 | Compliant | `11-VALIDATION.md` marks `nyquist_compliant: true` after plan 11-07 closure |
## Remediation Checklist
1. [x] Run or reconstruct Phase 08 verification and create `08-VERIFICATION.md`.
2. [x] Run the Phase 10 security gate and create `10-SECURITY.md`.
3. [x] Re-run Phase 11 UAT/validation after plan 11-07 and update `11-UAT.md`, `11-VALIDATION.md`, and `11-VERIFICATION.md` as needed.
4. [x] Update `REQUIREMENTS.md` traceability once the above artifacts exist.
5. [x] Decide whether ADMIN-09 should remain a documented D-06 override or be edited to remove the "Back to app" requirement.
## Archive Decision
Milestone v0.2 is ready for archival/closeout from this audit's perspective.
.planning/milestones/v0.2-REQUIREMENTS.md
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# DocuVault v0.2 Requirements — Archive
**Milestone:** v0.2 — UI Overhaul and Optimization
**Archived:** 2026-06-17
**Total requirements:** 40 — all satisfied
---
## CODE — Codebase Quality
- [x] **CODE-01**: Backend `api/admin.py` decomposed into `api/admin/` package — Phase 8, Complete
- [x] **CODE-02**: `api/documents.py` decomposed into `api/documents/` package — Phase 8, Complete
- [x] **CODE-03**: `api/auth.py` decomposed into `api/auth/` package — Phase 8, Complete
- [x] **CODE-04**: Frontend `api/client.js` decomposed into domain modules; barrel re-export — Phase 8, Complete
- [x] **CODE-05**: All inline SVG blocks replaced with `<AppIcon name="..." />`; path data centralized — Phase 10, Complete
- [x] **CODE-06**: Tailwind `safelist` configured for all dynamic class name patterns in `formatters.js` — Phase 9, Complete
- [x] **CODE-07**: All unreferenced files, components, stores, and unused imports deleted — Phase 11, Complete
- [x] **CODE-08**: No duplicated Pydantic model definitions; shared schemas in dedicated modules — Phase 8, Complete
- [x] **CODE-09**: No WHAT comments remain; WHY-only policy enforced across all touched files — Phase 9, Complete
## ADMIN — Admin Panel
- [x] **ADMIN-08**: Admin panel at `/admin/*`; `AdminLayout.vue` as route component; `AdminView.vue` deleted — Phase 9, Complete
- [x] **ADMIN-09**: Admin sidebar: Overview, Users, Quotas, AI Config, Audit Log. No "Back to app" link (D-06 decision) — Phase 9, Complete
- [x] **ADMIN-10**: Deep-linkable URLs (`/admin/users`, `/admin/quotas`, `/admin/ai`, `/admin/audit`); back button works — Phase 9, Complete
- [x] **ADMIN-11**: Admin overview page with user count, platform storage, doc status breakdown, last 10 audit entries — Phase 9, Complete
- [x] **ADMIN-12**: `to.matched.some(r => r.meta.requiresAdmin)` guard on all `/admin/*` routes — Phase 9, Complete
## UX — UX and Interaction
- [x] **UX-01**: `EmptyState.vue` in all zero-content contexts; no plain "No items" text remains — Phase 10, Complete
- [x] **UX-02**: `StorageBrowser` displays 5-col `animate-pulse` skeleton grid rows during loading — Phase 10, Complete
- [x] **UX-03**: Sidebar folder tree and topics list display skeleton placeholders during loading — Phase 10, Complete
- [x] **UX-04**: Admin user table and audit log table display skeleton table rows during loading — Phase 10, Complete
- [x] **UX-05**: Pressing `/` when no input is focused moves focus to the search bar — Phase 10, Complete
- [x] **UX-06**: Pressing `Escape` closes any open modal and clears active search — Phase 10, Complete
- [x] **UX-07**: Pressing `U` when no input is focused triggers the file upload picker — Phase 10, Complete
- [x] **UX-08**: Pressing `N` when no input is focused starts the new folder inline input — Phase 10, Complete
- [x] **UX-09**: OS drag-onto-browser shows full-screen overlay; releasing uploads files — Phase 10, Complete
- [x] **UX-10**: Toast notification system (auto-dismiss 4s, stacking, non-blocking) for upload/delete/share/rename — Phase 10, Complete
- [x] **UX-11**: Drag-to-move document onto folder row with `ring-2 ring-inset ring-amber-300` drop highlight — Phase 10, Complete
- [x] **UX-12**: Single shared `BreadcrumbBar.vue` across all views; updates on every route change — Phase 10, Complete
- [x] **UX-13**: All dropdowns use `Teleport + getBoundingClientRect`; no viewport-edge clipping — Phase 10, Complete
- [x] **UX-14**: Inline "New" folder button removed from `AppSidebar.vue`; folder creation in file manager only — Phase 10, Complete
## VISUAL — Visual Design
- [x] **VISUAL-01**: Consistent spacing scale; no arbitrary `px-[N]` values or inline `style` margins — Phase 11, Complete
- [x] **VISUAL-02**: `@tailwindcss/forms` plugin configured; cross-browser form element baseline styling — Phase 11, Complete
- [x] **VISUAL-03**: All interactive elements have consistent hover, `focus-visible:` rings, and active states — Phase 11, Complete
- [x] **VISUAL-04**: Consistent typography scale: one heading size per level, one body size, one label/caption size — Phase 11, Complete
## RESP — Responsive Layout
- [x] **RESP-01**: Sidebar hidden below `lg` (1024px); hamburger opens slide-in overlay drawer — Phase 11, Complete
- [x] **RESP-02**: Document list hides Size column below `md`, Modified below `sm`; compact icon toolbar below `sm` — Phase 11, Complete (11-07 gap closure)
- [x] **RESP-03**: Inline icon action buttons ≥36×36px touch target on viewports below `md` — Phase 11, Complete
- [x] **RESP-04**: All modal dialogs scrollable on viewports below 640px — Phase 11, Complete
- [x] **RESP-05**: Admin layout has same responsive behavior (hamburger, drawer) as user layout — Phase 11, Complete
## PERF — Performance and Stack
- [x] **PERF-01**: Frontend dependencies bumped: `vue@^3.5.0`, `vite@^8.0.16`, `@vueuse/core@^14.3.0`, `sortablejs`, `@tailwindcss/forms`, `rollup-plugin-visualizer` — Phase 8, Complete
- [x] **PERF-02**: Bundle baseline and post-optimization reports committed to `.planning/` — Phase 11, Complete (−81 kB / −30.6%)
- [x] **PERF-03**: All non-initial-render routes lazy-loaded; admin views explicitly lazy-loaded — Phase 11, Complete
---
## Traceability
| REQ-ID | Phase | Status |
|--------|-------|--------|
| PERF-01 | Phase 8 | ✓ Complete |
| CODE-01 | Phase 8 | ✓ Complete |
| CODE-02 | Phase 8 | ✓ Complete |
| CODE-03 | Phase 8 | ✓ Complete |
| CODE-04 | Phase 8 | ✓ Complete |
| CODE-08 | Phase 8 | ✓ Complete |
| ADMIN-08 | Phase 9 | ✓ Complete |
| ADMIN-09 | Phase 9 | ✓ Complete (D-06: admin-only, no Back-to-app) |
| ADMIN-10 | Phase 9 | ✓ Complete |
| ADMIN-11 | Phase 9 | ✓ Complete |
| ADMIN-12 | Phase 9 | ✓ Complete |
| CODE-06 | Phase 9 | ✓ Complete |
| CODE-09 | Phase 9 | ✓ Complete |
| UX-01 | Phase 10 | ✓ Complete |
| UX-02 | Phase 10 | ✓ Complete |
| UX-03 | Phase 10 | ✓ Complete |
| UX-04 | Phase 10 | ✓ Complete |
| UX-05 | Phase 10 | ✓ Complete |
| UX-06 | Phase 10 | ✓ Complete |
| UX-07 | Phase 10 | ✓ Complete |
| UX-08 | Phase 10 | ✓ Complete |
| UX-09 | Phase 10 | ✓ Complete |
| UX-10 | Phase 10 | ✓ Complete |
| UX-11 | Phase 10 | ✓ Complete |
| UX-12 | Phase 10 | ✓ Complete |
| UX-13 | Phase 10 | ✓ Complete |
| UX-14 | Phase 10 | ✓ Complete |
| CODE-05 | Phase 10 | ✓ Complete |
| VISUAL-01 | Phase 11 | ✓ Complete |
| VISUAL-02 | Phase 11 | ✓ Complete |
| VISUAL-03 | Phase 11 | ✓ Complete |
| VISUAL-04 | Phase 11 | ✓ Complete |
| RESP-01 | Phase 11 | ✓ Complete |
| RESP-02 | Phase 11 | ✓ Complete |
| RESP-03 | Phase 11 | ✓ Complete |
| RESP-04 | Phase 11 | ✓ Complete |
| RESP-05 | Phase 11 | ✓ Complete |
| CODE-07 | Phase 11 | ✓ Complete |
| PERF-02 | Phase 11 | ✓ Complete |
| PERF-03 | Phase 11 | ✓ Complete |
*All 40 requirements satisfied. Archive created 2026-06-17.*
.planning/milestones/v0.2-ROADMAP.md
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# Milestone v0.2: UI Overhaul and Optimization
**Status:** ✅ SHIPPED 2026-06-17
**Phases:** 8–11
**Total Plans:** 33
## Overview
v0.2 transformed DocuVault from a feature-complete but rough alpha into a polished, production-quality web application. The milestone covered four areas: codebase quality (decomposing monolith routers, eliminating duplication, purging dead code), admin panel rearchitecture (standalone route subtree with deep-linkable views), UX & interaction (empty states, skeletons, keyboard shortcuts, OS drag-drop, toast notifications), and visual design with responsive layout (mobile sidebar, consistent spacing, form styling, bundle optimization).
## Phases
### Phase 8: Stack Upgrade & Backend Decomposition
**Goal**: The dependency stack is current, all three backend router monoliths are split into focused sub-packages with zero URL or behavior changes, and the frontend API client is decomposed into domain modules behind a re-export barrel — the entire change is invisible to consumers and tests.
**Depends on**: Phase 7.4 (last v0.1 phase)
**Requirements**: PERF-01, CODE-01, CODE-02, CODE-03, CODE-04, CODE-08
**Plans**: 8 plans (3 waves)
**Wave 0** — Foundation (parallel)
- [x] 08-01-PLAN.md — CR-01/02/03 test stubs (3 xfail stubs in test_auth.py) + Wave 0 scaffolds for regression detection
- [x] 08-02-PLAN.md — `api/schemas.py` creation + `CloudConnectionOut` migration from admin.py (MUST precede admin split)
**Wave 1** — Phase 7.1 completion (frontend only)
- [x] 08-03-PLAN.md — `useToastStore` stub + CR test promotion + SettingsAccountTab.vue + TotpEnrollment.vue inline toast replacement
**Wave 2** — Backend decomposition + frontend (parallel)
- [x] 08-04-PLAN.md — Split `api/admin.py` → `api/admin/` package (CODE-01)
- [x] 08-05-PLAN.md — Split `api/documents.py` → `api/documents/` package (CODE-02)
- [x] 08-06-PLAN.md — Split `api/auth.py` → `api/auth/` package (CODE-03)
- [x] 08-07-PLAN.md — Frontend `client.js` decomposition: utils.js + 7 domain modules + barrel rewrite (CODE-04)
- [x] 08-08-PLAN.md — PERF-01 dependency bump + tailwind/vite config wiring + requirements.txt exact pinning
**Completed:** 2026-06-12
---
### Phase 9: Admin Panel Rearchitecture
**Goal**: The admin interface is a standalone route subtree (`/admin/*`) with its own layout component and sidebar; each admin section is deep-linkable and browser-back-button works; the `requiresAdmin` navigation guard correctly protects all child routes; and the Tailwind safelist is configured so dynamic color classes render correctly in production builds.
**Depends on**: Phase 8
**Requirements**: ADMIN-08, ADMIN-09, ADMIN-10, ADMIN-11, ADMIN-12, CODE-06, CODE-09
**Plans**: 5 plans (4 waves)
**Wave 1** — Foundation (parallel)
- [x] 09-01-PLAN.md — Backend overview.py endpoint + 8 ADMIN-11 tests
- [x] 09-02-PLAN.md — Frontend AdminLayout + AdminSidebar + AdminOverviewView + getAdminOverview API client
**Wave 2**
- [x] 09-03-PLAN.md — Extract 4 admin tab components to standalone views
**Wave 3**
- [x] 09-04-PLAN.md — Router rearchitecture (nested /admin + to.matched.some guard) + Tailwind safelist + delete AdminView.vue
**Wave 4**
- [x] 09-05-PLAN.md — CODE-09 comment purge + human checkpoint UAT
**Completed:** 2026-06-13
---
### Phase 10: UX & Interaction
**Goal**: The application communicates state clearly at every moment — empty contexts have purposeful empty states, loading transitions show structured skeletons, power users can operate keyboard-first, files can be dragged from the OS directly onto the browser, and every action produces an immediate toast confirmation.
**Depends on**: Phase 9
**Requirements**: UX-01 through UX-14, CODE-05
**Plans**: 13 plans (6 waves)
**Wave 0** — Foundation components + xfail test stubs (parallel)
- [x] 10-01-PLAN.md — AppIcon.vue + tests (CODE-05 foundation)
- [x] 10-02-PLAN.md — EmptyState.vue + tests (UX-01 foundation)
- [x] 10-03-PLAN.md — BreadcrumbBar.vue + tests (UX-12 foundation)
- [x] 10-04-PLAN.md — Toast store + ToastContainer.vue + App.vue mount + tests (UX-10 foundation)
- [x] 10-05-PLAN.md — Wave 0 xfail test stubs for UX-02..09, UX-11, UX-13, UX-14
**Wave 1** — Wire EmptyState, skeletons, BreadcrumbBar (parallel)
- [x] 10-06-PLAN.md — StorageBrowser + FileManagerView + CloudFolderView wiring
- [x] 10-07-PLAN.md — AppSidebar wiring (skeleton, EmptyState, UX-14 removal)
- [x] 10-08-PLAN.md — Admin views + Settings + SharedView + CloudStorageView
**Wave 2** — Keyboard shortcuts
- [x] 10-09-PLAN.md — Global keydown in App.vue + ref chain through FileManagerView/StorageBrowser
**Wave 3** — OS drag overlay
- [x] 10-10-PLAN.md — OsDragOverlay.vue + App.vue mount + FileManagerView.handleOsDrop
**Wave 4** — Drag-to-move + dropdown clipping fixes
- [x] 10-11-PLAN.md — Click-after-drag guard + Teleport-based folder picker + FolderRow three-dot menu
**Wave 5** — SVG centralization
- [x] 10-12-PLAN.md — Replace all inline `<svg>` blocks with `<AppIcon name="..." />`
**UAT Gap Closure**
- [x] 10-13-PLAN.md — 6 UAT gaps closed: sidebar shimmer, search-at-root, admin sidebar isolation, keyboard dispatch fix, Escape modifier, OS drop capture phase
**Completed:** 2026-06-16
---
### Phase 11: Visual Design, Responsive Layout & Cleanup
**Goal**: Every component uses the Tailwind spacing scale and typography system consistently, form elements have cross-browser baseline styling, interactive elements have consistent hover/focus states, the layout adapts cleanly to mobile viewports with a hamburger-toggled sidebar drawer, dead code is deleted, and bundle size is measured before and after.
**Depends on**: Phase 10
**Requirements**: VISUAL-01 through VISUAL-04, RESP-01 through RESP-05, CODE-07, PERF-02, PERF-03
**Plans**: 7 plans (5 waves + 1 UAT gap closure)
- [x] 11-01-PLAN.md — Bundle baseline + Vite analyzer wiring + lazy-load admin routes (PERF-02, PERF-03)
- [x] 11-02-PLAN.md — Tailwind forms plugin + form element baseline styling (VISUAL-02)
- [x] 11-03-PLAN.md — Responsive shells and storage rows (RESP-01, RESP-02)
- [x] 11-04-PLAN.md — Mobile-safe modals and form baseline verification (RESP-04, RESP-05)
- [x] 11-05-PLAN.md — Visual consistency pass — typography, focus-visible, hover/active states (VISUAL-01, VISUAL-03, VISUAL-04, RESP-03)
- [x] 11-06-PLAN.md — Dead-code sweep + bundle final measurement (CODE-07, PERF-02 post-opt)
- [x] 11-07-PLAN.md — Mobile storage toolbar compact icon controls (RESP-02, RESP-03 gap closure)
**Completed:** 2026-06-17
---
## Milestone Summary
**Key Decisions:**
- Options API preserved in v0.2 refactor — Composition API migration is scope-creep for a UX milestone
- Admin panel as standalone route subtree — AdminView.vue as tabs-on-user-layout is architecturally wrong
- `client.js` barrel re-export pattern — zero consumer churn; all 35+ import sites stay unchanged
- Sub-routers carry NO prefix — parent `include_router` propagates prefix; sub-router with prefix causes double-segment URLs
- FastAPI 0.128+ empty-path restriction — `@router.get("")` on sub-router with empty include prefix raises FastAPIError
- `to.matched.some()` for requiresAdmin guard — Vue Router 4 does not inherit meta to children; direct `to.meta` check is a security regression
- Vite 6→8 upgrade — resolved moderate CVEs (CVE-2026-39363/39364); npm audit clean
- AdminLayout as route component, not App.vue branch — router resolves AdminLayout as /admin component; its router-view renders children
- Tailwind safelist with regex patterns — dynamic color classes (sky=OneDrive, amber=admin audit badges) are tree-shaken without safelist
**Issues Resolved:**
- Admin panel auth guard was checking `to.meta.requiresAdmin` directly (Vue Router 4 doesn't inherit meta to children) — fixed to `to.matched.some()`
- Three-dot dropdown menus clipped by scroll containers — fixed with Teleport + getBoundingClientRect positioning
- Admin views loaded synchronously — all lazy-loaded, reducing initial bundle by 81 kB (−30.6%)
- Inline SVG duplicated path data in 66 instances — centralized in AppIcon.vue
- Mobile toolbar overflow below 550px — compact icon controls added in 11-07
**Issues Deferred:**
- Virtual scrolling — quota cap (100 MB/user) limits lists to hundreds of items; v-for sufficient
- Dark mode — coherent color token system must exist first
- Folder reordering by drag — requires persistent `position` column in DB
- Composition API migration — separate milestone
**Technical Debt Incurred:**
- Options API retained throughout — intentional deferral; next milestone may begin Composition API migration
---
*For current project status, see .planning/ROADMAP.md*