Scrum4Me/docs/plans/ST-1109-pbi-status.md
Janpeter Visser 7e45bbdbc0
docs: AI-optimized docs restructure (Phases 1–8) (#61)
* docs(dialog-pattern): add generic entity-dialog spec

Introduceert docs/patterns/dialog.md als bron-of-truth voor elke
create/edit/detail-dialog in Scrum4Me, ongeacht het achterliggende
dataobject. Bevat 14 secties: uitgangspunten, stack, component-
architectuur, layout, validatie, drielaagse demo-policy, submission,
dialog-gedrag, theming, footer, triggers/URL-state, per-entiteit
profile-template, out-of-scope, en een verificatie-checklist.

Registreert het patroon in CLAUDE.md "Implementatiepatronen"-tabel
zodat Claude (en mensen) de spec verplicht raadplegen voor elke
nieuwe dialog.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* docs(dialog-pattern): convert task spec + add pbi/story entity-profiles

Reduceert docs/scrum4me-task-dialog.md van 507 naar ~140 regels: alle
gedeelde regels verhuisd naar docs/patterns/dialog.md, dit document
bevat nu alleen Task-specifieke velden, URL-pattern, status-veld,
server actions, triggers en bewuste out-of-scope-keuzes.

Voegt twee nieuwe entity-profielen toe voor bestaande dialogen:
- docs/scrum4me-pbi-dialog.md (PbiDialog: state-based, code+title-rij,
  PbiStatusSelect, geen delete in v1)
- docs/scrum4me-story-dialog.md (StoryDialog: state-based, header met
  status/priority badges, inline activity-log, demo-readonly-fallback,
  inline-delete-confirm i.p.v. AlertDialog)

Beide profielen documenteren expliciet de "Bekende gaps t.o.v.
generieke spec" zodat opvolgende PR's de afwijkingen kunnen
rechtzetten of bewust kunnen accorderen.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* Added pdevelopment docs

* docs(plans): add docs-restructure plan for AI-optimized lookup

Audit of existing 39 doc files (~10.700 lines) and a phased restructure
proposal aimed at minimising the tokens an AI agent has to read to find
the right reference. Captures resolved decisions on language (English),
ADR template (Nygard default with MADR escape-hatch), index generator
(node script), and folder taxonomy. Proposal status — fase 1 to follow.

* docs(adr): add ADR scaffolding (templates, README, meta-ADR)

Set up docs/adr/ as the canonical home for architecture decisions:

- templates/nygard.md — default four-section format (Status, Context,
  Decision, Consequences) for one-way-door decisions.
- templates/madr.md — MADR v4 with YAML front-matter and explicit
  Considered Options for decisions where rejected alternatives matter.
- README.md — naming convention (NNNN-kebab-case), template-selection
  guidance (Nygard default; MADR for auth, queue mechanics, agent
  integration), status lifecycle, and ADR roster.
- 0000-record-architecture-decisions.md — meta-ADR establishing the
  practice itself, in Nygard format.

Backfilling existing implicit decisions (base-ui-over-radix, float
sort_order, demo-user three-layer policy, etc.) is fase 6 of the
docs-restructure plan.

* feat(docs): add docs index generator + initial INDEX.md

scripts/generate-docs-index.mjs walks docs/**/*.md, parses YAML
front-matter (or first H1 fallback) and a Nygard-style ## Status
section, then writes docs/INDEX.md with grouped tables for ADRs,
Specs, Plans (with archive subsection), Patterns, and Other.

Pure Node 20 (no external deps); idempotent — running it twice
produces byte-identical output. Excludes adr/templates/, the ADR
README, INDEX.md itself, and any *_*.md sidecar file.

Wire-up:
- package.json: docs:index → node scripts/generate-docs-index.mjs

Initial run indexed 35 docs across the existing structure; the
generated INDEX.md is committed so the table is reviewable in the
PR before hooking generation into a pre-commit step.

* chore: ignore Obsidian vault and personal sidecar files

Add .obsidian/ (Obsidian vault config) and _*.md (personal sidecar
notes) to .gitignore so the docs/ tree can serve as canonical source
of truth while still being usable as an Obsidian vault for personal
authoring. The docs index generator already excludes the same _*.md
pattern from INDEX.md.

* docs(plans): add PBI bulk-create spec for docs-restructure

Machine-parseable spec for an executor that calls the scrum4me MCP
(create_pbi → create_story → create_task) to seed the docs-restructure
work into the DB.

- Section 1 (Context) is the PBI description; serves as task-context
  via mcp__scrum4me__get_claude_context.
- Section 2 lists the 6 resolved decisions (English, MD3+styling
  merged, solo-paneel merged, .Plans archived, Nygard ADR default,
  node index script).
- Section 3 records what already shipped on this branch so the
  executor doesn't duplicate the ADR scaffolding or index generator.
- Section 4 carries the structured YAML graph: 1 PBI, 8 stories
  (one per phase), 39 tasks. product_id is REPLACE_ME — fill before
  running.
- YAML validated with PyYAML; field schema sanity-checked.

* docs(junk-cleanup): remove stub patterns/test.md

* docs(junk-cleanup): archive .Plans/ to docs/plans/archive/

* docs(front-matter): add YAML front-matter to docs/ root

* docs(front-matter): add YAML front-matter to patterns/

* docs(front-matter): add YAML front-matter to plans + agent files

* docs(index): regenerate INDEX.md after front-matter pass

* docs(naming): drop scrum4me- prefix from doc filenames

* docs(naming): lowercase API.md and MD3 filenames

* docs(naming): rename plan file to kebab-case ASCII

* docs(naming): rename middleware.md to proxy.md (next 16)

* docs(naming): polish CLAUDE.md doc-index after renames

* docs(taxonomy): scaffold topical folders under docs/

* docs(taxonomy): move spec files into docs/specs/

* docs(taxonomy): move design/api/qa/backlog/assets into folders

* docs(taxonomy): move agent-instruction-audit into decisions/

* docs(split): break architecture.md into 6 topical files

* docs(split): merge solo-paneel-spec into specs/functional.md

* docs(split): merge md3-color-scheme into design/styling

* docs(trim): extract branch/commit rules into runbook

* docs(trim): extract MCP integration into runbook

* docs(adr): add 0001-base-ui-over-radix

* docs(adr): add 0002-float-sort-order

* docs(adr): add 0003-one-branch-per-milestone

* docs(adr): add 0004-status-enum-mapping

* docs(adr): add 0005-iron-session-over-nextauth

* docs(adr): add 0006-demo-user-three-layer-policy

* docs(adr): add 0007-claude-question-channel-design

* docs(adr): add 0008-agent-instructions-in-claude-md + update README index

* docs(index): regenerate after ADR 0001-0008

* docs(glossary): add docs/glossary.md

* chore(docs): regenerate INDEX.md in pre-commit hook

* docs(readme): link INDEX + glossary + agent instructions

* feat(docs): add doc-link checker script

* chore(docs): wire docs:check-links and docs npm scripts

* ci(docs): block merge on broken doc links

* docs(links): fix broken cross-references after restructure

---------

Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-03 03:21:59 +02:00

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---
title: "ST-1109 — PBI krijgt een status (Ready / Blocked / Done)"
status: active
audience: [maintainer, contributor]
language: nl
last_updated: 2026-05-03
applies_to: [ST-1109]
---
# Plan — ST-1109 · PBI krijgt een status (Ready / Blocked / Done)
> Spiegel van het goedgekeurde plan dat tijdens de sessie is opgesteld in
> `~/.claude/plans/welke-rioriteiten-heeft-een-mighty-shell.md`. Vastgelegd
> in deze repo per project-conventie (zie `MEMORY.md → feedback_plan_location`).
## Context
PBI's hadden alleen `priority` en `sort_order`; Story en Task hebben wél een status. Dit maakte het onmogelijk om in de Product Backlog te zien welke PBI's klaar staan, geblokkeerd zijn of al afgerond. Een derde filter naast prioriteit + sortering zou de bestaande UI te druk maken.
**Sprint-goal:** "Beter overzicht van openstaande PBI's"
**Story:** als teamlid wil filteren op status van een PBI
## Doelen
1. Nieuwe enum `PbiStatus { READY BLOCKED DONE }`, default `READY`
2. Status zichtbaar als badge in de Product Backlog cards
3. Status manueel te zetten via PBI-dialog (alle drie de waarden)
4. Auto-cascade: bij sprint-close → als alle stories van een PBI `DONE` zijn, PBI naar `DONE` (alleen-promote)
5. Filter-UI consolideren in één shadcn `Popover` (priority + status + sort)
## Stappen (één commit per laag)
| ST-code | Laag | Bestand(en) |
|---|---|---|
| ST-1109.2 | DB | `prisma/schema.prisma` + migration |
| ST-1109.3 | API mappers | `lib/task-status.ts` |
| ST-1109.4 | Server actions | `actions/pbis.ts` |
| ST-1109.5 | Sprint-close cascade | `actions/sprints.ts` |
| ST-1109.6 | UI primitive | `components/ui/popover.tsx` (NIEUW) |
| ST-1109.7 | Dialog | `components/backlog/pbi-dialog.tsx` + `components/shared/pbi-status-select.tsx` |
| ST-1109.8 | Backlog UI | `components/backlog/pbi-list.tsx` + `app/(app)/products/[id]/page.tsx` |
| ST-1109.9 | Tests | `__tests__/lib/task-status.test.ts` + `__tests__/actions/sprints-cascade.test.ts` |
| ST-1109.10 | Docs | architecture, styling, plan-mirror |
Detail-implementatieplannen staan op de individuele MCP-tasks (`mcp__scrum4me__get_claude_context`).
## Cascade-regel (definitief)
```ts
// In completeSprintAction's prisma.$transaction([...])
const candidatePbis = await prisma.pbi.findMany({
where: { id: { in: affectedPbiIds }, status: { not: 'DONE' } },
select: { id: true, stories: { select: { id: true, status: true } } },
})
const decisionByStoryId = new Map(entries) // entries = Object.entries(decisions)
const pbiIdsToMarkDone = candidatePbis
.filter(pbi =>
pbi.stories.length > 0 &&
pbi.stories.every(s => (decisionByStoryId.get(s.id) ?? s.status) === 'DONE')
)
.map(p => p.id)
```
**Regels:**
- Promote-only: een PBI op DONE wordt nooit automatisch teruggezet
- 0-story PBI's blijven READY (ondanks dat `[].every(...) === true`)
- Stories buiten de Sprint worden meegerekend op hun huidige DB-status — een open PBL-story blokkeert de cascade
## Branch + PR
- Branch: `feat/M12-pbi-status`
- Push + PR pas **na handmatige test door gebruiker** (per Branch & PR Strategy)
- Verwachte commits: 9× `feat/test/docs(ST-1109.x)`
## Opvolgactie buiten deze repo
[`madhura68/scrum4me-mcp`](https://github.com/madhura68/scrum4me-mcp): de `create_pbi` tool kan straks optioneel `status` accepteren. Submodule (`vendor/scrum4me`) moet gesynced worden na merge zodat de drift-bewaking maandag groen blijft.
## Verificatie (end-to-end)
1. `npm run lint && npm test && npm run build` — alles groen
2. `npm run dev` (port 3000)
3. Maak nieuwe PBI → status default "Klaar voor sprint" (READY)
4. Edit PBI → wijzig status naar "Geblokkeerd" → save → herlaad → badge toont oranje
5. Sprint met PBI + 2 stories → close met beide DONE → PBI auto-DONE
6. Idem maar 1 story OPEN → PBI blijft READY
7. Filter-popover: open → status=Geblokkeerd → alleen blocked PBIs zichtbaar; (n)-badge klopt; "Wis filters" reset
8. Demo-user: status-velden zijn read-only / save geblokkeerd