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docs(planning): close v1.4.20 milestone

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Phase E ticked complete in STATE.md; v1.4.20 archived to ROADMAP
"Previous milestone" with completion timestamp. Top of ROADMAP
scaffolds v1.4.21 with carry-over candidates from
.planning/v1421-backlog.md.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
This commit is contained in:
Marc-André BombeckandClaude Opus 4.7 committed 2026-05-10 18:57:40 +02:00
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.planning/ROADMAP.md
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# HealthLog v1.4.20 — roadmap
# HealthLog v1.4.21 — roadmap
Milestone: **v1.4.20** (kicked off 2026-05-10)
Latest tag at start: v1.4.19 (live in prod, image digest
`sha256:b48f93874cdb…`)
Milestone: **v1.4.21** (kicked off TBD)
Latest tag at start: v1.4.20 (live in prod, image digest
`sha256:b112a31947b9…`)
| Phase | Goal | State |
| ----- | ---------------------------------------------------------------------------------------------------------------------------------------------------- | ------- |
| F0 | Bootstrap — commit dangling v1.4.19 reports, scaffold STATE+ROADMAP for v1.4.20 | done |
| FX | User-facing artifact cleanup — PII (no real names, no health figures), internal jargon, German leaks; CHANGELOG + docs/audit + GH releases + sites | pending |
| F1 | Branch model — long-lived `develop` from `main` HEAD; GHCR builds on `main` + `v*` only; hotfixes from `main` merge back to both | pending |
| F2 | Document branch + release model — extend CONTRIBUTING.md, mirror page on docs site | pending |
| F5 | Best-practice GitHub repo audit — README, LICENSE, CONTRIBUTING, CODE_OF_CONDUCT, SECURITY, .github templates, badges; CRIT/HIGH inline | pending |
| F6 | Multi-agent QA on new docs — verify they describe actual deployed state | pending |
| B1 | Hero strip + Daily Briefing + Suggested-prompts — replace `<InsightsPageHero>`, 3 micro-stat tiles, AI Coach entry, Daily Briefing card | pending |
| B2 | AI Coach drawer + streaming chat + persistence — SSE endpoint, CoachConversation+CoachMessage models, source-chip provenance, prompt-injection refusals | pending |
| B3 | Correlation discovery + Trends row — 3 hypotheses (BP×compliance, mood×pulse, weight×weekday), AI annotations under trend mini-charts | pending |
| B4 | Weekly Report + Storyboard + Mobile passes — `/insights/report/[week]`, 90-day BP storyboard, mobile equivalents of B1+B2 | pending |
| B5 | Personal Health Score — composite 0-100 (BP-target / weight-trend / mood-stability / compliance), 3 bands, "Ask the Coach" CTA | pending |
| D | Multi-agent QA + Product-Lead review — code-reviewer, security, design, senior, simplify, product-lead (v1.5 strategic) | pending |
| E | Release v1.4.20 — develop → main release-merge, bump, CHANGELOG, tag, GHCR, deploy, /api/version=1.4.20, smoke, docs+landing sync | pending |
Scope to be set by the maintainer at kickoff. Carry-over candidates
already captured in `.planning/v1421-backlog.md` include:
Stop conditions: production red, large un-spec'd issue, context cutoff,
or budget short of polish — write status doc, do not auto-rollback.
Time-runs-short minimum to ship v1.4.20: F0–F2 + FX + B1 + Wave D + Phase E.
B2 (the AI Coach drawer) is the biggest piece; if context tightens, ship
B1+B3+B5 and defer B2+B4 to v1.4.21.
Phase F0 spec for this marathon: `/Users/marc/Projects/HealthLog/.planning/v1420-marathon-handoff.md`.
- 22 MED + 16 LOW + 4 simplify-apply-maybe items from the v1.4.20
Phase-D pass (consolidate Pearson / linear-regression maths layer,
controlled `<CoachDrawer>` prefill prop, transactional
`recordSpend()`, refusal lexicon expansion, …).
- Schema drift on `medication_schedules.days_of_week` — either
deploy the column or drop it from `schema.prisma`.
- Split `src/app/insights/page.tsx` (now composes nine surfaces).
- Wire Coolify image-digest auto-deploy hook on apps-01 so the
host-side retag fallback isn't needed.
- Source-comment hygiene sweep (191 maintainer-name references in
`src/`); DE+EN bilingual CHANGELOG entry rewrite.
Reserved next strategic milestones:
- **v1.5** — iOS app + Apple Health integration (handoff at
`~/Projects/healthlog-iOS`).
- **v1.5** — iOS app + Apple Health integration + per-metric APNs
alerts. Strategic plan at
`.planning/phase-D-v1420-product-lead-review.md`.
- **v1.6+** — Auto-correlation discovery (FDR-controlled), Coach
full-page route, conversation-driven goal setting.
full-page route at `/insights/coach`, conversation-driven goal
setting.
---
## Previous milestone — v1.4.20 (completed 2026-05-10T16:49:25Z)
| Phase | Goal | State |
| ----- | ---------------------------------------------------------------------------------------------------------------------------------------------------------- | ----- |
| F0 | Bootstrap — commit dangling v1.4.19 reports, scaffold STATE+ROADMAP | done |
| F1 | Branch model — long-lived `develop` from `main` HEAD; GHCR builds on `main` + `v*` only | done |
| F2 | Document branch + release model — CONTRIBUTING.md + docs site mirror page | done |
| FX | User-facing artifact cleanup — PII (no real names, no health figures), internal jargon, German leaks; CHANGELOG + docs/audit + GH releases + docs + landing | done |
| F5 | Best-practice GitHub repo audit — CODE_OF_CONDUCT.md, issue + PR templates, dependabot expansion, package.json metadata | done |
| F6 | Multi-agent QA on new docs — 38 docs pages cross-checked vs deployed state, CRIT + HIGH inline | done |
| B1 | Hero strip + Daily Briefing + Suggested-prompts | done |
| B2 | AI Coach drawer + SSE streaming + encrypted persistence | done |
| B3 | Correlation discovery + Trends row with AI annotations | done |
| B4 | Weekly Report + Storyboard markers + Mobile passes | done |
| B5 | Personal Health Score (composite 0–100, 3 bands) | done |
| D | Multi-agent QA — code, security, design, senior-dev, simplify, product-lead; 13 HIGH + 6 MED + 5 simplify-yes inline; 22 MED + 16 LOW deferred | done |
| E | Release v1.4.20 — develop → main release-merge, bump, CHANGELOG, tag, GHCR, host-side retag deploy fallback, /api/version=1.4.20, smoke, docs+landing sync | done |
Milestone completed 2026-05-10T16:49:25Z — v1.4.20 LIVE in prod.
Release brief: `docs/audit/v1420-summary.md`. Backlog seeded to
`.planning/v1421-backlog.md`. v1.5 strategic plan at
`.planning/phase-D-v1420-product-lead-review.md`.
---
.planning/STATE.md
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@@ -47,8 +47,8 @@ Combined sweep across HealthLog main repo + healthlog-docs + healthlog-landing
(api/ examples replaced "marc" → "alice", DE leaks fixed)
- [x] healthlog-landing: 1 file scrubbed, `9b31083` on origin/main
(JSON-LD author block depersonalised)
- [ ] GH releases v1.4.14–v1.4.19: republish bodies from cleaned
CHANGELOG sections (see Phase E pipeline)
- [x] GH releases v1.4.14–v1.4.19: republished bodies from cleaned
CHANGELOG sections during Phase E pipeline
- [ ] Source-comment sweep (`src/` has 191 `Marc` references in
maintainer comments) — defer to v1.4.21 backlog as low-priority
- [ ] DE+EN bilingual CHANGELOG entries (v1.4.15 era) — defer; larger
@@ -201,19 +201,31 @@ Test files 217 → 237. typecheck clean every phase; lint
## Phase E — Release v1.4.20
- [ ] Pre-release verify (typecheck, lint, test, integration,
format, build)
- [ ] Bump package.json + CHANGELOG
- [ ] Merge develop → main (release-merge only)
- [ ] Tag + push v1.4.20
- [ ] GHCR build green
- [ ] Coolify deploy
- [ ] /api/version=1.4.20 confirmed
- [ ] Production smoke
- [ ] GH release
- [ ] Docs site + landing site sync
- [ ] `docs/audit/v1420-summary.md` (release brief)
- [ ] Update v1.5 plan based on what v1.4.20 learned
- [x] Pre-release verify (typecheck, lint, test, integration,
format, build) — 2026 unit + 81 integration green
- [x] Bump package.json + CHANGELOG (`aac8b5e chore(release): v1.4.20`)
- [x] Sync Dependabot dep bumps from main → develop (`dd2ef57`)
- [x] Release-merge develop → main (`666f6ee Release v1.4.20`)
- [x] Tag + push v1.4.20 (annotated, `666f6ee`)
- [x] GHCR build green (run `25633807964`, 4m02s,
digest `sha256:b112a31947…`)
- [x] Coolify deploy — auto-deploy webhook still missing on
apps-01; host-side retag fallback used (same fault mode as
v1.4.19)
- [x] /api/version=1.4.20 confirmed (flipped 2026-05-10T16:49:25Z)
- [x] Production smoke — all gated routes redirect 307 →
`/auth/login` as expected for an unauthenticated request;
`/api/version` and `/auth/login` 200
- [x] GH release published (https://github.com/MBombeck/HealthLog/releases/tag/v1.4.20)
- [x] GH releases v1.4.14 → v1.4.19 republished from cleaned
CHANGELOG sections (FX carry-over)
- [x] Docs site sync (`0b83430` on healthlog-docs/main —
version pins + ai-insights v1.4.20 callout)
- [x] Landing site sync (`43ce4c7` on healthlog-landing/main —
JSON-LD `softwareVersion` 1.4.20 + 3 new featureList entries)
- [x] `docs/audit/v1420-summary.md` (release brief, `7f9ae21`)
- [x] v1.5 plan refreshed — see `.planning/phase-D-v1420-product-
lead-review.md`
---