Update CLAUDE.md and ui_refresh.md to reflect current state

CLAUDE.md:
- UI components count 12→16, list updated with Sheet, LocationPicker, etc.
- Calendar section lists all 5 components (CalendarSidebar, TemplateForm, etc.)
- Projects section lists all 8 components (KanbanBoard, TaskDetailPanel, etc.)
- Hooks section adds useCalendars
- API routes table adds /calendars, /event-templates, /weather, /locations search
- Settings description adds first day of week
- Fix ui_refresh.md authority link path, remove stale progress.md link

ui_refresh.md:
- Stage 3 additions: event template UX fixes, Sheet conversion, auto-prefill,
  template creation title, LocationPicker mount guard
- Updated current status line

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
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# CLAUDE.md - UMBRA
## CRUCIAL CONTEXT EFFICIENCY
### Subagent Discipline
- Prefer inline work for tasks under ~5 tool calls. Subagents have overhead — don't delegate trivially.
- When using subagents, include output rules: "Final response under 2000 characters. List outcomes, not process."
- Never call TaskOutput twice for the same subagent. If it times out, increase the timeout — don't re-read.
### File Reading
- Read files with purpose. Before reading a file, know what you're looking for.
- Use Grep to locate relevant sections before reading entire large files.
- Never re-read a file you've already read in this session.
- For files over 500 lines, use offset/limit to read only the relevant section.
### Responses
- Don't echo back file contents you just read — the user can see them.
- Don't narrate tool calls ("Let me read the file..." / "Now I'll edit..."). Just do it.
- Keep explanations proportional to complexity. Simple changes need one sentence, not three paragraphs.
## Deployment & Access
- **UMBRA is hosted on a remote machine** at `http://10.0.69.35` (not localhost).
- **Login PIN:** `1993`
- **Rebuilds are manual.** Do not run `docker-compose` commands — the user will rebuild on the remote machine when needed.
- **Browser automation** can access the live app at `http://10.0.69.35`.
## Operational Procedures
- Before making any changes or edits to code, create a branch. Once work is completed, commit and push to the branch automatically, then merge into main and push.
- When required: For backend work invoke the 'backend-engineer' subagent, for work on the front end, invoke the 'frontend-engineer' subagent. To review work use the 'senior-code-reviewer' subagent and for any research use the 'research-analyst' subagent.
- For any frontend UI related work you MUST use the frontend design skill AND reference the [stylesheet](.claude/context/stylesheet.md) to ensure visual consistency. The stylesheet defines all colors, typography, spacing, component patterns, and design principles for UMBRA. Do not invent new patterns.
## Known Issues
- **Git push auth flake.** The first `git push` to the Gitea remote will fail with an authentication error. Simply retry the same push command — the second attempt succeeds.
## Hard Rules
- **Naive datetimes only.** The DB uses `TIMESTAMP WITHOUT TIME ZONE`. Never send timezone-aware strings (no `Z` suffix, no `.toISOString()`). Use local datetime formatting helpers instead.
- **Eager load relationships in async SQLAlchemy.** Any `response_model` that includes a relationship (e.g. `ProjectResponse.tasks`) must use `selectinload()` when querying. Lazy loading raises `MissingGreenlet` in async context.
- **Never shadow SQLAlchemy names.** Model columns must not be named `relationship`, `column`, `metadata`, or other SQLAlchemy reserved names. The `person.py` model aliases the import as `sa_relationship` for this reason.
- **Frontend date inputs require exact formats.** `<input type="date">` needs `YYYY-MM-DD`, `<input type="datetime-local">` needs `YYYY-MM-DDThh:mm`. Backend may return `2026-02-15T00:00:00` which must be sliced/converted before binding.
- **All API routes are prefixed with `/api`.** Frontend axios base URL is `/api`. Nginx proxies `/api/` to backend:8000. Never duplicate the prefix.
## Tech Stack
### Backend
- **Python 3.12** (slim Docker image - no curl, use `urllib` for healthchecks)
- **FastAPI** with async lifespan, Pydantic v2 (`model_dump()`, `ConfigDict(from_attributes=True)`)
- **SQLAlchemy 2.0** async with `Mapped[]` type hints, `mapped_column()`, `async_sessionmaker`
- **PostgreSQL 16** (Alpine) via `asyncpg`
- **Alembic** for migrations
- **Auth:** PIN-based with bcrypt + itsdangerous signed cookies (not JWT)
### Frontend
- **React 18** + TypeScript + Vite 6
- **TanStack Query v5** for server state (`useQuery`, `useMutation`, `invalidateQueries`)
- **FullCalendar 6** (dayGrid, timeGrid, interaction plugins)
- **Tailwind CSS 3** with custom dark theme + accent color CSS variables
- **Sonner** for toast notifications
- **Lucide React** for icons
- Custom shadcn/ui-style components in `frontend/src/components/ui/`
### Infrastructure
- **Docker Compose** - 3 services: `db`, `backend`, `frontend`
- **Nginx** (Alpine) serves frontend SPA, proxies `/api/` to backend
- Frontend served on port **80**, backend on port **8000**
## Authority Links
- [ui_refresh.md](.claude/projects/ui_refresh.md) - UI overhaul project plan, audit findings, implementation stages
- [stylesheet.md](.claude/context/stylesheet.md) - Design system & visual reference for all frontend work
## Project Structure
```
backend/app/
main.py # FastAPI app, router registration, health endpoint
config.py # Pydantic BaseSettings (DATABASE_URL, SECRET_KEY)
database.py # Async engine, session factory, get_db dependency
models/ # SQLAlchemy 2.0 models (Mapped[] style)
schemas/ # Pydantic v2 request/response schemas
routers/ # One router per feature (auth, todos, events, etc.)
frontend/src/
App.tsx # Routes + ProtectedRoute wrapper
lib/api.ts # Axios instance + getErrorMessage helper
hooks/ # useAuth, useSettings, useTheme, useCalendars
types/index.ts # TypeScript interfaces matching backend schemas
components/
ui/ # 16 base components (Button, Dialog, Sheet, Card, Input, Select, etc.)
layout/ # AppLayout + Sidebar
auth/ # LockScreen (PIN setup/login)
dashboard/ # DashboardPage + widgets (Stats, Calendar, Todo, Upcoming, Countdown, etc.)
calendar/ # CalendarPage, CalendarSidebar, CalendarForm, EventForm, TemplateForm
todos/ # TodosPage + TodoList + TodoItem + TodoForm
reminders/ # RemindersPage + ReminderList + ReminderForm
projects/ # ProjectsPage, ProjectCard, ProjectDetail, ProjectForm, KanbanBoard, TaskRow, TaskForm, TaskDetailPanel
people/ # PeoplePage + PersonCard + PersonForm
locations/ # LocationsPage + LocationCard + LocationForm
settings/ # SettingsPage (accent color, PIN change, first day of week)
```
## Essential Commands
```bash
# Build and run all services
docker-compose up --build
# Rebuild single service after changes
docker-compose up --build backend
docker-compose up --build frontend
# View logs
docker-compose logs -f
docker-compose logs -f backend
# Reset database (destroys all data)
docker-compose down -v && docker-compose up --build
# Stop everything
docker-compose down
```
## API Routes
All routes require auth (signed cookie) except `/api/auth/*` and `/health`.
| Prefix | Resource |
|----------------------|-----------------|
| `/api/auth` | PIN setup/login/logout/status |
| `/api/todos` | Todos CRUD + toggle |
| `/api/events` | Calendar events CRUD (incl. recurring) |
| `/api/event-templates` | Event templates CRUD |
| `/api/calendars` | User calendars CRUD + visibility |
| `/api/reminders` | Reminders CRUD + dismiss |
| `/api/projects` | Projects + nested tasks CRUD |
| `/api/people` | People CRUD |
| `/api/locations` | Locations CRUD + search |
| `/api/settings` | Settings + PIN change |
| `/api/dashboard` | Dashboard aggregation |
| `/api/upcoming` | Unified upcoming items |
| `/api/weather` | Weather data proxy |
## Stop Conditions
- **Do not** add timezone info to datetime strings sent to the backend
- **Do not** use `datetime.utcnow()` - use `datetime.now(timezone.utc)` instead (deprecated in 3.12)
- **Do not** return relationships from async endpoints without `selectinload()`
- **Do not** use `curl` in backend Docker healthchecks (not available in python:slim)
- **Do not** use `git push --force` or destructive git operations without explicit approval

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# UMBRA UI Refresh — Planning Document
## Current UI Audit (2026-02-20)
### Global Observations
- **Theme:** Dark background (~#0a0a0a), dark card surfaces (~#1a1a2e), blue/cyan accent
- **Sidebar:** Fixed left ~200px, solid blue highlight on active item, Lucide icons + labels, collapse chevron
- **Typography:** System sans-serif, white headings, muted gray subtext — functional but lacks personality
- **Cards:** Rounded borders with subtle gray stroke, no shadows, no hover effects, no transitions
- **Layout:** Full-width content area with no max-width constraint — cards stretch awkwardly on wide displays
- **Action buttons:** Consistent "+ Add X" blue filled buttons top-right on every page — good pattern
- **Empty states:** Centered icon + message — functional but lifeless
- **Scrollbars:** Default browser scrollbars — clash with dark theme
### Page-by-Page Notes
#### Login
- Centered dark card, lock icon, PIN input, blue "Unlock" button
- Clean and minimal — works well structurally
- Missing UMBRA branding/identity — feels like a generic auth screen
- No ambient atmosphere (no gradients, no glow, no texture)
#### Dashboard
- 4 stat cards across top (Total Projects, In Progress, People, Locations) with colored Lucide icons
- "Upcoming (7 days)" section — flat list of events with "Event" badge right-aligned
- Bottom row: "Upcoming Todos" + "Today's Events" side by side
- **Issues:**
- Stat cards are flat rectangles with label/number/icon — no visual weight or hierarchy
- Icon colors (purple, purple, green, orange) feel arbitrary — no semantic meaning
- Upcoming list wastes horizontal space — event name far left, badge far right, nothing in between
- Bottom widgets have massive empty space when few/no items
- No week summary or schedule preview — missed opportunity for at-a-glance context
- "Welcome back. Here's your overview." is generic placeholder text
- No time-of-day awareness or contextual greeting
#### Todos
- Search bar + "All Priorities" dropdown + category filter + "Show completed" checkbox
- All controls on single line — functional but cramped and visually flat
- Empty state: centered checkbox icon + message
- **Issues:** Filter controls are unstyled native elements mixed with custom — inconsistent
#### Calendar (Month)
- FullCalendar month view with colored event dots/pills
- Color coding: blue (default), purple, green (multi-day), orange, yellow
- **Issues:**
- Prev/next navigation arrows are tiny unstyled squares (~16px) — nearly invisible
- "today" button is plain text with no visual emphasis
- Event text truncates on small cells with no tooltip or expand affordance
- Multi-day events (green/orange bars) visually dominate and obscure day cells
- No visual distinction for today's date in month grid
#### Calendar (Week)
- Time grid with events as colored blocks — time + title visible
- Today column has yellowish-brown tint overlay
- **Issues:**
- The "today" tint is murky (#8B8000-ish overlay) — looks dirty rather than highlighted
- Past-time columns also have this tint, making it confusing
- No current-time indicator line
#### Calendar (Day)
- Full-day column with same murky brown-yellow background
- **Issues:** When empty, entire content area is just a brown column — unappealing
- No visual distinction between past hours and future hours
#### Reminders
- Tab bar: Active / Dismissed / All — clean blue active state
- Empty state similar to Todos
- Very sparse — large empty space below tabs
#### Projects
- 3-column card grid
- Each card: ALL-CAPS name, status badge pill, "Progress" label with thin bar, task count, calendar icon + due date
- **Issues:**
- ALL-CAPS names are aggressive and hard to scan
- Status badges ("not started" / "in progress") are small outlined pills — low contrast
- Progress bars are extremely thin (~2px) and low-contrast against dark surface
- "Progress" label + "0/3 tasks" on same line wastes vertical space
- Cards have uneven internal spacing — description shows on some, not others
- No hover state or click affordance — cards don't feel interactive
#### People
- 3-column card grid
- Each card: name, category badge (Friends = blue, Work = gray), birthday, edit/delete icons top-right
- **Issues:**
- Cards feel sparse — just 3 lines of info in a large rectangle
- No avatar placeholder — missed opportunity for visual anchoring
- Edit (pencil) and delete (trash) icons are small and far from the name
- Category badge colors don't match Locations page (Work = gray here, purple there)
#### Locations
- 3-column card grid with location pin icon beside name
- Category badges: home = blue, work = purple
- Address shown as subtitle
- **Issues:** Badge color system inconsistent with People page
#### Settings
- Three stacked sections: Appearance, Dashboard, Security
- Left-aligned at ~50% width, entire right half is empty
- Accent color picker: 5 colored circles (cyan, blue, purple, orange, green)
- **Issues:**
- Massive dead space on right — feels incomplete
- Color circles have no labels or tooltips
- Sections could use visual separation beyond just spacing
---
## Design Critique (Frontend Design Review)
### 1. Surface & Depth — "Everything lives on the same plane"
The biggest visual issue is that every element — cards, sidebar, content area, stat widgets — exists at the same depth. There are no shadows, no layering, no elevation changes. Modern dark UIs use subtle elevation to create hierarchy:
- Cards should float slightly above the background with soft box-shadows (`0 1px 3px rgba(0,0,0,0.3)`)
- The sidebar should feel like a separate layer with a subtle border or shadow on its right edge
- Hover states should lift cards slightly (`translateY(-1px)` + shadow increase)
- Active/selected states should have a gentle inner glow or border luminance shift
### 2. Typography — "Functional but forgettable"
The current type system is plain system sans-serif with two weights (bold headings, normal body). For a personal life manager named "UMBRA," typography should reinforce brand identity:
- Consider a distinctive heading font (geometric sans like Outfit, Sora, or General Sans)
- Body text needs slightly more line-height for readability on dark backgrounds (1.6 minimum)
- The ALL-CAPS project names are too aggressive — use sentence case with semibold weight instead
- Stat card numbers should be larger and use tabular figures for alignment
- Muted text (#6b7280-range) is too low-contrast on dark backgrounds — bump to #9ca3af minimum
### 3. Color System — "Arbitrary accents without semantic meaning"
Colors are applied without a clear system:
- Stat card icons use purple/purple/green/orange — why purple twice? No semantic connection
- Category badges are inconsistent: Work is gray on People, purple on Locations
- The calendar today overlay (#8B8000-ish) clashes with the cool-toned theme
- **Recommendation:** Establish a semantic color palette:
- Accent (cyan/blue): interactive elements, active states, links
- Success (emerald): completed, on-track
- Warning (amber): upcoming, due soon
- Danger (rose): overdue, delete
- Neutral (slate): secondary text, borders, disabled
- Category colors should be consistent app-wide (same color for "Work" everywhere)
### 4. Spacing & Density — "Too much air, not enough content"
- Dashboard stat cards have generous internal padding but minimal content — lots of dead space
- The Upcoming list is a single-column spanning the full width with text far-left and badge far-right
- Settings page uses only half the viewport width
- Cards on People/Locations show 3 lines of info in ~150px tall containers
- **Recommendation:** Use a tighter grid system. Dashboard should use a 2-column or asymmetric layout below stats. Cards should breathe but not float in empty space. Consider max-width containers (1200-1400px).
### 5. Interactivity — "Static pages, not a living app"
Zero motion, zero feedback:
- No hover states on any cards or interactive elements
- No transitions on page changes
- No loading states or skeleton screens
- No micro-interactions (checkbox toggle, card expand, badge pulse)
- Scrollbars are default browser chrome — jarring in dark theme
- **Recommendation:** Add CSS transitions on all interactive elements (150-200ms ease). Custom scrollbar styling with `scrollbar-color` and `::-webkit-scrollbar`. Subtle scale/shadow on card hover.
### 6. Dashboard Specific — "A bulletin board, not a command center"
The dashboard is the first thing you see and it should feel alive:
- Missing: week-at-a-glance schedule/timeline
- Missing: contextual greeting (time of day + name)
- Missing: quick actions or shortcuts
- Stat cards don't link context — "5 Projects" but which ones matter right now?
- Bottom widgets (Upcoming Todos / Today's Events) are equal-width but Today's Events is more urgent
- **Recommendation:** Redesign dashboard as a "morning briefing" — today's schedule, this week's priorities, active project progress, quick-add shortcuts
### 7. Component Quality — "Default HTML with Tailwind"
Several components feel like unstyled defaults:
- Calendar nav arrows are default FullCalendar squares — need custom styled buttons
- Filter dropdowns on Todos look like native `<select>` elements
- Progress bars are 2px thin lines — should be thicker (6-8px) with rounded ends and gradient fills
- Badge pills lack padding consistency and weight
---
## Implementation Stages
### Stage 1: Dashboard Overhaul — COMPLETED
- [x] Redesign dashboard layout: greeting, week summary, stat cards, upcoming events, today's schedule
- [x] Establish new card component with shadows, hover states, transitions
- [x] Add custom scrollbar styling globally
- [x] Set up CSS custom properties for the refined color system
- [x] **Deliverable:** Polished dashboard + `stylesheet.md` capturing the new design language
- [x] Typography: Sora headings + DM Sans body
- [x] Contextual greeting (time-of-day aware)
- [x] Week-at-a-glance timeline with today highlight + event dots
- [x] Stat cards with gradient backgrounds, semantic icon colors, tabular numbers
- [x] Upcoming widget with type badges + priority pills
- [x] Today's Events + Upcoming Todos + Active Reminders sidebar widgets
- [x] Weather widget with location search
- [x] Staggered fade-in/slide-up animations
- [x] Smart nudge bar (contextual tips below week timeline)
### Stage 2: Global Shell & Navigation — COMPLETED
- [x] Sidebar refinement: accent-colored hover states, border-left active indicator, collapse animation
- [x] Separator between nav items and utility items (Settings, Logout)
- [x] Global transitions and loading states (skeleton screens)
- [x] Custom scrollbar applied everywhere (accent-tinted on hover)
### Stage 3: Calendar Redesign & Improvements — COMPLETED
- [x] Multi-calendar backend: user-created calendars with color, virtual birthday calendar from People
- [x] Calendar sidebar with collapsible calendar list, visibility toggles, color indicators
- [x] Custom-styled toolbar: prev/next/today buttons, segmented Month/Week/Day view switcher
- [x] Calendar header alignment with global UMBRA header (h-16), no border wrapper
- [x] ResizeObserver for sidebar collapse → calendar auto-resizes
- [x] Sheet component (`sheet.tsx`): slide-in panel replacing Dialog for all forms
- [x] All 4 forms migrated to Sheet: EventForm, TodoForm, ReminderForm, LocationForm
- [x] Form layout improvements: 2-column grids for related fields, wider textareas
- [x] All-day event fixes: slim CSS bars, exclusive end-date offset (display ↔ save)
- [x] Materialized recurring events backend: migration, model, service, router
- [x] Recurrence UI: structured picker (every N days, weekly, monthly nth weekday, monthly date)
- [x] Edit/delete scope dialog for recurring events ("This event only" / "This and all future")
- [x] Drag-drop/resize guards for recurring events (reverts with info toast)
- [x] LocationPicker component with OSM Nominatim integration + local DB search
- [x] LocationPicker integrated into EventForm and LocationForm
- [x] First day of week setting (Sunday/Monday) in Settings with calendar sync
- [x] FullCalendar reactivity fix: key prop for firstDay remount
- [x] Dashboard/upcoming queries: parent template exclusion filter (no duplicates)
- [x] DayBriefing: null guards on end_datetime, reminders in night briefing, pre-5AM today awareness
- [x] Recurrence crash fixes: null field stripping, _rule_int helper, first-occurrence generation
- [x] Event templates: removed unused duration_minutes field, added Alembic migration
- [x] TemplateForm converted from Dialog to Sheet side panel (matches EventForm)
- [x] EventForm auto-prefills start=now, end=now+1h for new events (no calendar selection needed)
- [x] EventForm distinguishes template-based creation ("Create Event from X Template") from editing
- [x] LocationPicker mount guard: prevents auto-open dropdown on pre-filled forms
### Stage 4: CRUD Pages (Todos, Reminders, Projects)
#### Projects — COMPLETED
- [x] Refined filter bar components
- [x] Improved card designs (progress bars, status badges)
- [x] Better empty states with contextual illustrations or suggestions
- [x] Consistent hover/click affordances
#### Todos & Reminders — pending
- Refined filter bar components
- Improved card designs
- Better empty states with contextual illustrations or suggestions
- Consistent hover/click affordances
### Stage 5: Entity Pages (People, Locations)
- Avatar placeholders for People cards
- Consistent category badge colors app-wide
- Denser card layout with more visible info
### Stage 6: Settings & Login
- Settings: full-width responsive layout, labeled color picker, section cards
- Login: UMBRA branding, ambient background effect
### Stage 7: Final Polish
- Cross-page consistency audit
- Animation timing review
- Accessibility pass (contrast ratios, focus states)
- Performance review (no layout shifts, smooth transitions)
---
## User Requirements
- Maintain dark minimalist theme with accent colors
- More modern, softer, cleaner aesthetic
- Less dead space in UI elements
- Themed scrollbars matching the dark UI
- Dashboard: include a summary of the current week
- Incremental implementation — dashboard first, then style guide, then remaining pages
## Refresh Scope
**Current status:** Stages 1-3 complete (incl. event template UX fixes). Stage 4 Projects done. Next up: Stage 4 Todos & Reminders.