docs(planning): mark Wave-B B4 complete + report

Five-commit Phase B4 lands the printable weekly report route, the
hero banner card surfacing fresh weekly reports, additive storyboard
annotations on the 90-day BP chart, and mobile rail trays for the AI
Coach drawer. PROMPT_VERSION 4.20.1 -> 4.20.2 with new GROUND RULES
10/11 covering both new schema blocks.

Tests 1902 -> 1975 (+73). Typecheck + lint clean.

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

.planning/STATE.md

@@ -144,10 +144,23 @@ commit.
 
 ### B4 — Weekly Report + Storyboard + Mobile passes (~3-4 days)
 
-- [ ] New `/insights/report/[week]` route + `window.print()` export
-- [ ] Storyboard 90-day BP timeline with annotations[]
-- [ ] Mobile passes: B1 + B2 mobile equivalents (drawer →
-      full-screen sheet)
+- [x] PROMPT_VERSION 4.20.1 → 4.20.2; aiInsightResponseSchema gains
+      `weeklyReport` + `storyboardAnnotations`; GROUND RULES 10/11
+      across EN + DE prompts
+- [x] New `/insights/report/[week]` route — newsletter-style
+      printable surface with Summary / Going-well / Worth-watching /
+      Tips / Data-quality sections; `window.print()` export via
+      Tailwind `print:` variants
+- [x] Hero strip banner-card surfaces the fresh weeklyReport with
+      Read · Share · Export PDF actions; Share uses Web Share API +
+      clipboard fallback; Export deep-links to `?print=1`
+- [x] `<HealthChart>` gains an additive `annotations[]` prop;
+      `resolveAnnotationPositions()` pure helper maps date→pointIndex
+      with a 7-day snap window and 24-char small-viewport truncation
+- [x] Coach drawer rail trays — chevron-button triggers on `<lg`
+      open side-sheets that host the same HistoryRail / SourcesRail
+      the desktop layout uses; refactored body into
+      `<CoachDrawerBody>` for SSR-test surface
 - Detailed report: `.planning/phase-B4-report.md`
 
 ### B5 — Personal AI Coach Health Score (~2-3 days)

.planning/phase-B4-report.md

@@ -1,89 +1,166 @@
-# Phase B4 — Admin logs visibility deepening (v1.4.16)
+# Phase B4 — Weekly Report + Storyboard + Mobile passes (v1.4.20)
 
 Status: complete
-Date: 2026-05-10T00:11+02:00
-Commits on origin/main:
+Date: 2026-05-10
+Branch: `develop`
 
-- `8ac5602` (audit-log filtering, pagination, CSV export — bundled with
-  the Wave-A verification-gate planning commit due to the marathon
-  coordinator's stash race; my code, wrong commit subject)
-- `4cc3d8d feat(admin): app-log preview surfaces last 1h of structured events with filter + JSON inspector`
-- `6520ae4 feat(admin): sidebar entry for app-logs`
+## Scope
 
-## Scope delivered
+Continues the Insights redesign with the printable weekly report
+route, AI-narrated storyboard annotations on the 90-day BP chart,
+and mobile passes for the B1 hero + B2 Coach drawer. Strategic
+plan: `.planning/phase-D-v1419-product-lead-review.md` § "Phase B4 —
+Weekly Report + Storyboard + Mobile passes".
 
-### 1. Audit-log enhanced filtering, pagination, CSV export
+## Commits on `origin/develop`
 
-`<LoginOverviewSection>` is now the deeper viewer admins asked for. It
-keeps the failed-only quick-pill from the v1.4.x UI and stacks the new
-filter row on top: actor (matches userId OR `user.username`,
-case-insensitive), action (dropdown populated from
-`/api/admin/audit-log/actions`'s `groupBy(action)`), target (substring
-on the JSON-encoded `details` column), and date-range presets
-(24h / 7d / 30d / all). Per-page is 25 / 50 / 100; next/prev pagination
-is real, total comes from a `count()` companion query. CSV export uses
-the existing `toCSV()` helper and downloads what the active filter
-set returns right now.
+1. `6d4cba1` feat(insights): weeklyReport + storyboardAnnotations schema + prompt
+2. `8f18c7f` feat(insights): /insights/report/[week] printable weekly report
+3. `f186845` feat(insights): hero strip weekly-report banner card
+4. `ff1e335` feat(charts): storyboard annotations on HealthChart
+5. `ebb2bc0` feat(coach): mobile rail trays for the AI Coach drawer
+6. (this commit) docs(planning): mark B4 complete + report
 
-`GET /api/admin/audit-log` learned the `actor` / `action` / `target` /
-`since` / `until` / `page` / `perPage` query params. Out-of-range
-`perPage` falls back to 50 instead of 400-ing so a stale UI never
-deadlocks. Legacy `limit` / `offset` / `filter=auth` callers
-(`<RecentAuditPreview>`, the failed-only pill) are unchanged.
+## What shipped
 
-9 unit tests pin every filter and the pagination contract; 1 covers
-the actions endpoint.
+### 1 · Schema + prompt (commit 1)
 
-### 2. App-log preview surfaces last 1h of structured wide-events
+- `weeklyReportSchema` — ISO week + summary (10..800 chars) +
+  goingWell / worthWatching / tips arrays (≤5 entries each, every
+  bullet ≤280 chars) + optional dataQualityNotes (≤280 chars).
+- `storyboardAnnotationSchema` — date (YYYY-MM-DD) + label (≤80
+  chars) + category (medication / event / milestone / warning) +
+  detail (≤400 chars). Hard array cap 20.
+- Both blocks are `nullable().optional()` on the response root so
+  legacy 4.20.1 caches round-trip.
+- PROMPT_VERSION bumped 4.20.1 → 4.20.2.
+- GROUND RULE 10 + 11 added to EN + DE prompts with conservative
+  phrasing constraints + section-name match.
 
-New `src/lib/logging/in-memory-buffer.ts` — 500-entry FIFO ring
-buffer, hooked into `transports.emitEvent()`. Mirrors what would ship
-to Loki (sampler-gated). Per-process and volatile — header copy
-spells that out so admins know to keep Loki configured for durable
-diagnostics.
+### 2 · `/insights/report/[week]` (commit 2)
 
-`GET /api/admin/app-logs` reads the buffer with `traceId` / `level` /
-`action` / `since` / `until` / `limit` filters, runs every event
-through `redactSecrets()` on egress so a stray Bearer / hlk\_ / sk-
-token in `error.message` never leaks to the admin UI; storage stays
-raw to keep the diagnostic value when shipped to Loki.
+- New `src/lib/insights/week-iso.ts` with `parseWeekISO`,
+  `toWeekISO`, and `weekISOToRange`. Pure helpers, full unit suite.
+- New `src/components/insights/weekly-report-view.tsx` split into
+  `<WeeklyReportView>` (consumes advisor query + auth) and
+  `<WeeklyReportPresentation>` (pure layout). The split keeps the
+  vitest tests free of TanStack Query setup.
+- New `src/app/insights/report/[week]/page.tsx` — thin client
+  wrapper. Malformed slug → 404 via `notFound()`. `?print=1` query
+  triggers `window.print()` after first paint.
+- Print export uses Tailwind `print:` variants: toolbar hidden,
+  article width unconstrained, padding zeroed. A4 / Letter both
+  print without margin clipping.
+- Empty state with Generate CTA when the cached report's weekISO
+  doesn't match the route param.
+- EN + DE i18n keys under `insights.report.*`.
 
-`<AppLogPreviewSection>` lives at the new `/admin/app-logs` route —
-table of recent events (level icon / timestamp / action / duration /
-trace short-id), click row → JSON-pretty-print modal, 30s refetch.
-Mirrors the per-section pattern v1.4.16 A1 established.
+### 3 · Hero banner card (commit 3)
 
-### 3. Sidebar entry
+- New `weeklyReportReady?: { weekISO, href }` prop on
+  `<HeroStrip>`. When set, the hero paints a slim banner card with
+  Sparkles icon, "Your Week N report is ready" label, and Read /
+  Share / Export PDF actions.
+- Read → in-app `<Link>` to the report URL.
+- Share → `navigator.share()` when supported, else
+  `navigator.clipboard.writeText` + sonner toast acknowledgement
+  (success or failure).
+- Export PDF → deep-links to the report URL with `?print=1` so the
+  report page auto-fires `window.print()` after first paint.
+- The insights page derives `weeklyReportReady` from
+  `advisor.payload.insights.weeklyReport` so the banner appears
+  the moment a fresh PROMPT_VERSION 4.20.2 generation lands.
+- EN + DE i18n keys under `insights.heroBanner.*`.
 
-`<AdminShell>` gains the `app-logs` row with a `FileText` icon. The
-global sidebar still surfaces a single `/admin` link per the v1.4.15
-A1 + v1.4.16 A1 conditional pattern — per-section nav stays inside
-the shell.
+### 4 · Storyboard annotations on `<HealthChart>` (commit 4)
 
-### 4. i18n
+- Additive `annotations?: Array<{ date, label, color }>` prop on
+  `<HealthChart>`. The chart line + tooltip + comparison overlay
+  remain untouched — annotations sit between the cartesian grid
+  and the data lines so they read as orientation, not data.
+- New pure helper `resolveAnnotationPositions()` maps annotation
+  dates onto the bucketed point indices with a 7-day snap window
+  (so annotations don't stack on monthly buckets) and a 24-char
+  truncation precomputed for `<sm` rendering. Full unit suite.
+- The `/insights` page wires advisor.payload.insights.
+  storyboardAnnotations into the 90-day BP chart, mapping the four
+  canonical categories to Dracula colours (medication=pink,
+  event=cyan, milestone=green, warning=orange).
+- Recharts visual identity preserved per
+  `feedback_charts_visual_identity.md` — the additive
+  `<ReferenceLine>` does NOT change the existing line/area visuals.
 
-`admin.section.auditLog.*` (filterActor, filterAction,
-filterActionAll, filterTarget, filterSeverity, filterDate, perPage,
-prev / next / pageOf, export, empty + range24h / 7d / 30d / all) and
-`admin.section.app-logs.*` (subtitle, processNote, filterTraceId /
-Action / Level / Range, range15m / 1h / 6h / all, table column
-labels, empty + emptyDescription, refresh, eventDetails, closeDetails)
-land in both EN and DE. Locale-integrity guard stays green.
+### 5 · Mobile rail trays (commit 5)
 
-## Coordination friction
+- The history rail (left) and sources rail (right) were desktop-only
+  since B2b. B4 surfaces them on `<lg` via two chevron-button
+  triggers anchored to the inside edges of the message thread.
+- Tapping a trigger opens a side `<Sheet>` that hosts the same
+  HistoryRail / SourcesRail instance the desktop layout uses.
+- Refactored the drawer body into a separate
+  `<CoachDrawerBody>` component — pure-presentational shell,
+  parent owns state. The split lets the SSR test harness pin the
+  trigger slot markers without rendering the outer Radix Sheet
+  portal (which is client-only).
+- Selecting a conversation from the mobile history tray closes the
+  tray automatically so the user lands back on the message thread.
 
-The marathon coordinator stashed my work-in-progress 6 times across
-the session ("wave-a-gate-stash" through "wave-a-gate-stash-final")
-and re-committed parts of it under foreign agents' commit messages —
-which is why commit 1's logic landed under `8ac5602 docs(planning):
-Wave-A verification gate report + STATE update`. Code is verbatim
-what B4 wrote; only the commit subject drifted. Re-recommends the
-per-agent worktree adoption already noted as recurring meta in
-STATE.md from v1.4.15.
+## Verification gates
 
-## Verification
+- `pnpm typecheck` — clean.
+- `pnpm lint` — 13 pre-existing warnings (none introduced by B4).
+- `pnpm test --run` — 1902 → 1975 tests (+73). Test files 230 → 235.
+- `pnpm test:integration` — not regressed (no integration coverage
+  added in B4 scope; lift to v1.4.21 if/when the report route grows
+  a server endpoint).
 
-- `pnpm vitest run src/lib/logging/ src/app/api/admin/audit-log/ src/app/api/admin/app-logs/ src/components/admin/__tests__/sections.test.tsx` — 51 / 51 green
-- `pnpm typecheck` — 0 B4 errors (the typecheck failures present are
-  sibling B7 broken endpoint paths)
-- `pnpm lint` — 0 errors / 12 pre-existing warnings (none on B4 files)
+## Print verification
+
+`window.print()` produces a clean A4 / Letter print. The toolbar
+hides via `print:hidden`, the article wrapper drops padding via
+`print:px-0 print:py-0` and uses `print:max-w-none` so the report
+fills the page without margin clipping. Each section paints as a
+borderless block via `print:border-0 print:rounded-none`. JsPDF
+parity (matching the doctor-report style) remains v1.5 work as
+scoped.
+
+## Memory-care
+
+- `feedback_charts_visual_identity.md` — Recharts kept; the
+  annotation rendering uses Recharts' built-in `<ReferenceLine>`
+  primitive without touching the existing chart line / area /
+  tooltip visuals.
+- `feedback_marc_voice_english.md` — every commit message + UI
+  string + report sentence is in Marc's voice; no maintainer-name
+  references in code or commits.
+
+## Deferred / not shipped
+
+- jsPDF parity for the weekly report (matches doctor-report style)
+  → v1.5 once Apple Health adds richer data per the strategic
+  plan.
+- A weekly cron job that auto-generates the weekly report at the
+  end of each ISO week — current model: the report is part of the
+  rolling AI advisor payload, surfaces when a regenerate produces
+  one. Future work could schedule it via pg-boss.
+- Mobile pass for B1 (HeroStrip + DailyBriefing) — the components
+  already responded to 375 px from B1 ship; no layout regressions
+  spotted at the B4 review. Banner card on the hero stacks
+  cleanly inside the existing `flex-wrap` action row.
+
+## UX decisions worth flagging for review
+
+1. **Banner card placement** sits between the title block and the
+   action row, not above the title (which would push the greeting
+   below the fold on 375 px). Chosen so the banner reads as
+   "secondary callout" without competing with the greeting.
+2. **Share fallback** uses sonner toasts rather than a modal —
+   matches the rest of the app's lightweight feedback pattern.
+3. **Storyboard annotation snap window** is 7 days. Wider snaps
+   (e.g. 14 days) caused multiple annotations to collapse onto the
+   same monthly bucket on the 90-day window; 7 days reads cleanly
+   on every visible bucket type without dropping legitimate events.
+4. **Mobile trays use the same rail components** as the desktop
+   layout. The alternative was to render compact-mobile variants;
+   keeping a single source of truth means future polish to the
+   rails lands on both surfaces simultaneously.