Refactoring, regression testing until Phase 1 end.

This commit is contained in:
2026-02-18 20:48:25 -05:00
parent 5422a324fc
commit 249e0ade8e
26 changed files with 1639 additions and 253 deletions

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# Design: Page Migrations
## Migration Strategy
### Approach
1. Create new page using layout components
2. Add route (+page.svelte)
3. Add page load function (+page.ts) for data fetching
4. Integrate with existing API endpoints
5. Test and verify
6. Remove old components
---
## Team Members Page
### `src/routes/team-members/+page.svelte`
```svelte
<script lang="ts">
import { onMount } from 'svelte';
import PageHeader from '$lib/components/layout/PageHeader.svelte';
import DataTable from '$lib/components/common/DataTable.svelte';
import FilterBar from '$lib/components/common/FilterBar.svelte';
import type { ColumnDef } from '@tanstack/svelte-table';
import { Plus, Edit, UserX } from 'lucide-svelte';
interface TeamMember {
id: string;
name: string;
role: string;
hourlyRate: number;
active: boolean;
}
let data = $state<TeamMember[]>([]);
let loading = $state(true);
let search = $state('');
let statusFilter = $state('all');
const columns: ColumnDef<TeamMember>[] = [
{
accessorKey: 'name',
header: 'Name',
cell: info => `<span class="font-medium">${info.getValue()}</span>`
},
{ accessorKey: 'role', header: 'Role' },
{
accessorKey: 'hourlyRate',
header: 'Hourly Rate',
cell: info => `$${info.getValue()}/hr`
},
{
accessorKey: 'active',
header: 'Status',
cell: info => info.getValue()
? '<span class="badge badge-success">Active</span>'
: '<span class="badge badge-ghost">Inactive</span>'
},
];
onMount(async () => {
// TODO: Replace with actual API call
data = [
{ id: '1', name: 'Alice Johnson', role: 'Frontend Dev', hourlyRate: 85, active: true },
{ id: '2', name: 'Bob Smith', role: 'Backend Dev', hourlyRate: 90, active: true },
];
loading = false;
});
$derived filteredData = data.filter(m => {
const matchesSearch = m.name.toLowerCase().includes(search.toLowerCase());
const matchesStatus = statusFilter === 'all' ||
(statusFilter === 'active' && m.active) ||
(statusFilter === 'inactive' && !m.active);
return matchesSearch && matchesStatus;
});
function handleCreate() {
// TODO: Open create modal
}
function handleRowClick(row: TeamMember) {
// TODO: Open edit modal or navigate to detail
}
</script>
<svelte:head>
<title>Team Members | Headroom</title>
</svelte:head>
<PageHeader title="Team Members" description="Manage your team roster">
<button class="btn btn-primary btn-sm gap-2" onclick={handleCreate}>
<Plus size={16} />
Add Member
</button>
</PageHeader>
<FilterBar
searchValue={search}
searchPlaceholder="Search team members..."
onSearchChange={(v) => search = v}
>
<select class="select select-sm" bind:value={statusFilter}>
<option value="all">All Status</option>
<option value="active">Active</option>
<option value="inactive">Inactive</option>
</select>
</FilterBar>
<DataTable
data={filteredData}
{columns}
{loading}
emptyTitle="No team members"
emptyDescription="Add your first team member to get started."
onRowClick={handleRowClick}
/>
```
---
## Projects Page
### `src/routes/projects/+page.svelte`
```svelte
<script lang="ts">
import { onMount } from 'svelte';
import PageHeader from '$lib/components/layout/PageHeader.svelte';
import DataTable from '$lib/components/common/DataTable.svelte';
import FilterBar from '$lib/components/common/FilterBar.svelte';
import type { ColumnDef } from '@tanstack/svelte-table';
import { Plus } from 'lucide-svelte';
interface Project {
id: string;
code: string;
title: string;
status: string;
type: string;
}
let data = $state<Project[]>([]);
let loading = $state(true);
let search = $state('');
let statusFilter = $state('all');
let typeFilter = $state('all');
const statusColors: Record<string, string> = {
'Estimate Requested': 'badge-info',
'Estimate Approved': 'badge-success',
'In Progress': 'badge-primary',
'On Hold': 'badge-warning',
'Completed': 'badge-ghost',
};
const columns: ColumnDef<Project>[] = [
{ accessorKey: 'code', header: 'Code' },
{ accessorKey: 'title', header: 'Title' },
{
accessorKey: 'status',
header: 'Status',
cell: info => {
const status = info.getValue() as string;
const color = statusColors[status] || 'badge-ghost';
return `<span class="badge ${color}">${status}</span>`;
}
},
{ accessorKey: 'type', header: 'Type' },
];
onMount(async () => {
// TODO: Replace with actual API call
data = [];
loading = false;
});
$derived filteredData = data.filter(p => {
const matchesSearch = p.title.toLowerCase().includes(search.toLowerCase()) ||
p.code.toLowerCase().includes(search.toLowerCase());
const matchesStatus = statusFilter === 'all' || p.status === statusFilter;
const matchesType = typeFilter === 'all' || p.type === typeFilter;
return matchesSearch && matchesStatus && matchesType;
});
</script>
<svelte:head>
<title>Projects | Headroom</title>
</svelte:head>
<PageHeader title="Projects" description="Manage project lifecycle">
<button class="btn btn-primary btn-sm gap-2">
<Plus size={16} />
New Project
</button>
</PageHeader>
<FilterBar
searchValue={search}
searchPlaceholder="Search projects..."
onSearchChange={(v) => search = v}
>
<select class="select select-sm" bind:value={statusFilter}>
<option value="all">All Status</option>
<option value="Estimate Requested">Estimate Requested</option>
<option value="In Progress">In Progress</option>
<option value="On Hold">On Hold</option>
<option value="Completed">Completed</option>
</select>
<select class="select select-sm" bind:value={typeFilter}>
<option value="all">All Types</option>
<option value="Project">Project</option>
<option value="Support">Support</option>
</select>
</FilterBar>
<DataTable
data={filteredData}
{columns}
{loading}
emptyTitle="No projects"
emptyDescription="Create your first project to get started."
/>
```
---
## Placeholder Page Template
### `src/routes/actuals/+page.svelte`
```svelte
<script lang="ts">
import PageHeader from '$lib/components/layout/PageHeader.svelte';
import EmptyState from '$lib/components/common/EmptyState.svelte';
import { Clock } from 'lucide-svelte';
</script>
<svelte:head>
<title>Actuals | Headroom</title>
</svelte:head>
<PageHeader title="Actuals" description="Track logged hours">
<!-- No actions yet -->
</PageHeader>
<EmptyState
title="Coming Soon"
description="Actuals tracking will be available in a future update."
icon={Clock}
/>
```
---
## Routes to Create
| Route | Status | Description |
|-------|--------|-------------|
| `/team-members` | Full | DataTable with CRUD |
| `/projects` | Full | DataTable with workflow |
| `/allocations` | Placeholder | Coming soon |
| `/actuals` | Placeholder | Coming soon |
| `/reports/forecast` | Placeholder | Coming soon |
| `/reports/utilization` | Placeholder | Coming soon |
| `/reports/costs` | Placeholder | Coming soon |
| `/reports/variance` | Placeholder | Coming soon |
| `/reports/allocation` | Placeholder | Coming soon |
| `/settings` | Placeholder | Coming soon (admin) |
| `/master-data` | Placeholder | Coming soon (admin) |
---
## Cleanup Tasks
### Remove Old Components
- Delete `src/lib/components/Navigation.svelte`
- Update any remaining imports
### Update Root Layout
- Ensure AppLayout is used for all authenticated pages
- Remove any old navigation code

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# Proposal: Page Migrations
## Overview
Migrate existing pages to use the new layout system and content patterns, completing the UI refactor.
## Goals
- Migrate Team Members page with DataTable
- Migrate Projects page with status workflow
- Create placeholder pages for remaining capabilities
- Remove old Navigation component
- Ensure all E2E tests pass
## Non-Goals
- New functionality (just layout migration)
- Backend API work
## Priority
**MEDIUM** - Complete the UI refactor
## Scope
### Pages to Migrate
1. **Team Members** (`/team-members`)
- DataTable with CRUD
- FilterBar with search and status filter
- Inline edit or modal for create/edit
2. **Projects** (`/projects`)
- DataTable with status badges
- FilterBar with status/type filters
- Status workflow indicators
3. **Allocations** (`/allocations`)
- Allocation matrix view (new component)
- Month navigation
- Inline editing
### Placeholder Pages
- `/actuals` - Basic page with coming soon
- `/reports/*` - Basic pages with coming soon
- `/settings` - Basic page for admin
- `/master-data` - Basic page for admin
### Cleanup
- Remove old `Navigation.svelte`
- Update any remaining references
## Success Criteria
- [ ] Team Members page migrated
- [ ] Projects page migrated
- [ ] Placeholder pages created
- [ ] Old Navigation removed
- [ ] All E2E tests pass
- [ ] No console errors
## Estimated Effort
4-6 hours
## Dependencies
- p02-app-layout
- p03-dashboard-enhancement
- p04-content-patterns
## Blocks
- None (final change in UI refactor sequence)

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# Tasks: Page Migrations
## Phase 1: Team Members Page
### Create Route
- [x] 5.1 Create `src/routes/team-members/` directory
- [x] 5.2 Create `+page.svelte`
- [x] 5.3 Create `+page.ts` for data loading (optional)
### Implement Page
- [x] 5.4 Add PageHeader with title and Add button
- [x] 5.5 Add FilterBar with search and status filter
- [x] 5.6 Add DataTable with columns (Name, Role, Rate, Status)
- [x] 5.7 Add status badge styling
- [x] 5.8 Add loading state
- [x] 5.9 Add empty state
- [x] 5.10 Add row click handler (edit or navigate)
- [x] 5.11 Add svelte:head with title
### Testing
- [x] 5.12 Write E2E test: page renders
- [x] 5.13 Write E2E test: search works
- [x] 5.14 Write E2E test: filter works
## Phase 2: Projects Page
### Create Route
- [x] 5.15 Create `src/routes/projects/` directory
- [x] 5.16 Create `+page.svelte`
- [x] 5.17 Create `+page.ts` for data loading (optional)
### Implement Page
- [x] 5.18 Add PageHeader with title and New Project button
- [x] 5.19 Add FilterBar with search, status, type filters
- [x] 5.20 Add DataTable with columns (Code, Title, Status, Type)
- [x] 5.21 Add status badge colors mapping
- [x] 5.22 Add loading state
- [x] 5.23 Add empty state
- [x] 5.24 Add svelte:head with title
### Testing
- [x] 5.25 Write E2E test: page renders
- [x] 5.26 Write E2E test: search works
- [x] 5.27 Write E2E test: status filter works
## Phase 3: Placeholder Pages
### Allocations
- [x] 5.28 Create `src/routes/allocations/+page.svelte`
- [x] 5.29 Add PageHeader
- [x] 5.30 Add EmptyState with Coming Soon
### Actuals
- [x] 5.31 Create `src/routes/actuals/+page.svelte`
- [x] 5.32 Add PageHeader
- [x] 5.33 Add EmptyState with Coming Soon
### Reports
- [x] 5.34 Create `src/routes/reports/+layout.svelte` (optional wrapper)
- [x] 5.35 Create `src/routes/reports/forecast/+page.svelte`
- [x] 5.36 Create `src/routes/reports/utilization/+page.svelte`
- [x] 5.37 Create `src/routes/reports/costs/+page.svelte`
- [x] 5.38 Create `src/routes/reports/variance/+page.svelte`
- [x] 5.39 Create `src/routes/reports/allocation/+page.svelte`
- [x] 5.40 Add PageHeader and EmptyState to each
### Admin
- [x] 5.41 Create `src/routes/settings/+page.svelte`
- [x] 5.42 Create `src/routes/master-data/+page.svelte`
- [x] 5.43 Add PageHeader and EmptyState to each
## Phase 4: Cleanup
- [x] 5.44 Remove `src/lib/components/Navigation.svelte`
- [x] 5.45 Update any imports referencing old Navigation
- [x] 5.46 Verify no broken imports
- [x] 5.47 Remove any unused CSS from app.css
## Phase 5: E2E Test Updates
- [x] 5.48 Update auth E2E tests for new layout
- [x] 5.49 Verify login redirects to dashboard
- [x] 5.50 Verify dashboard has sidebar
- [x] 5.51 Verify sidebar navigation works
- [x] 5.52 Verify all new pages are accessible
## Phase 6: Verification
- [x] 5.53 Run `npm run check` - 1 error (pre-existing DataTable generics)
- [x] 5.54 Run `npm run test:unit` - all tests pass
- [x] 5.55 Run `npm run test:e2e` - all E2E tests pass
- [x] 5.56 Manual test: All pages render correctly
- [x] 5.57 Manual test: Navigation works
- [x] 5.58 Manual test: No console errors
## Commits
1. `feat(pages): Create Team Members page with DataTable`
2. `feat(pages): Create Projects page with status badges`
3. `feat(pages): Create Allocations placeholder page`
4. `feat(pages): Create Actuals placeholder page`
5. `feat(pages): Create Reports placeholder pages`
6. `feat(pages): Create Admin placeholder pages`
7. `refactor: Remove old Navigation component`
8. `test(e2e): Update E2E tests for new layout`