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buildfor_life_ops/README.md
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docs(roadmap): rewrite README roadmap to reflect actual state
The original table marked Phase 1 as "next" but Phases 1-5a have
all shipped. Replaces the single table with three sections:
Shipped (now includes RBAC, rooms/floors/accounts/expenses, the
sub-property hierarchy, and the fnm/pnpm tooling switch — none of
which were on the original roadmap), 5b-pending (reports,
cross-app APIs to budget/repair), and a Phase 6 quality-of-life
backlog covering maintenance-reminder cron, OIDC handlers,
self-service password reset, permission inheritance, bulk CSV
property import, audit log viewer, and project↔property linking.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 15:51:14 +07:00

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# buildfor_life_ops
Internal B4L ops tool combining **project management** and **property / asset management**.
Siblings: [`buildfor_life_budget`](https://git.b4l.co.th/B4L/buildfor_life_budget) (expense tracking) and [`buildfor_life_repair`](https://git.b4l.co.th/B4L/buildfor_life_repair) (device inventory). Same stack, same look and feel, same auth model.
## Stack
- **SvelteKit 5** (`adapter-node`) + Svelte 5 runes + TypeScript
- **Tailwind v4** with `@theme inline` tokens, dark-mode bootstrap identical to sibling apps
- **PostgreSQL 16+** via **Drizzle ORM** + Zod validation
- **Argon2id** sessions (`@node-rs/argon2` + `@oslojs/crypto`) + optional OIDC
- **EasyMDE** for markdown (wiki + decision rationale), **Sharp** for image thumbnails
- Storage abstracted behind a `StorageAdapter` interface: `LocalDiskStorage` today, S3 drop-in later
## First-time setup
### 1. Prerequisites
- **Node 24** pinned via `.node-version` (installed with [`fnm`](https://github.com/Schniz/fnm))
- **pnpm 9** as the package manager (declared in `package.json#packageManager`)
- PostgreSQL 16+ running locally or reachable by URL
- `git` with SSH access to `gitssh.b4l.co.th`
### 2. Install fnm + pnpm
```bash
# fnm (one-time, per machine)
curl -fsSL https://fnm.vercel.app/install | bash # macOS / Linux
winget install Schniz.fnm # Windows (or: scoop install fnm)
# pnpm (one-time, via Corepack which ships with Node)
corepack enable
corepack prepare pnpm@9.15.0 --activate
```
### 3. Activate the pinned Node version and install deps
```bash
fnm use --install-if-missing
pnpm install
```
`fnm use` reads `.node-version` and drops you onto the correct Node. Add `eval "$(fnm env --use-on-cd)"` to your shell rc (bash/zsh) or the PowerShell equivalent so this happens automatically on `cd` into the repo.
### 4. Configure environment
```bash
cp .env.example .env
```
Edit `.env`:
- `DATABASE_URL` — point at your Postgres instance and target DB
- `SESSION_SECRET` — at least 32 chars of random hex (`openssl rand -hex 32`)
- `STORAGE_SIGNING_SECRET` — another 32+ chars of random hex (independent from `SESSION_SECRET`)
- `PUBLIC_BASE_URL` — the URL the app is served on (`http://localhost:5173` in dev)
- `STORAGE_BACKEND``local` (the only adapter wired today)
- `STORAGE_LOCAL_ROOT` — where uploaded blobs live on disk (default `./storage`)
- OIDC block — leave `OIDC_ENABLED=false` unless you're wiring SSO
### 5. Create the database
```bash
createdb buildfor_life_ops # or use your tool of choice
```
### 6. Apply migrations
```bash
pnpm run db:migrate
```
### 7. Bootstrap the first admin user
```bash
pnpm run create-user -- \
--email you@b4l.co.th \
--password 'a-long-password' \
--name 'Your Name' \
--company 'B4L' \
--role admin
```
### 8. Run the dev server
```bash
pnpm dev
```
Open http://localhost:5173 and log in.
## pnpm scripts
| Command | What it does |
| --- | --- |
| `pnpm dev` | Start the Vite dev server with HMR |
| `pnpm build` | Production build (outputs to `build/`) |
| `pnpm preview` | Preview the production build locally |
| `pnpm check` | Typecheck: `svelte-kit sync` then `svelte-check --threshold warning` |
| `pnpm validate` | `check` + `build` — use this as a pre-commit smoke test |
| `pnpm db:generate` | Diff the Drizzle schema against the last snapshot and emit a new migration under `drizzle/` |
| `pnpm db:migrate` | Apply pending migrations against `$DATABASE_URL` |
| `pnpm db:push` | Skip migration files and sync the schema directly — **dev only** |
| `pnpm db:studio` | Open Drizzle Studio (web UI at localhost for inspecting data) |
| `pnpm db:seed` | Seed the system catalog of asset types |
| `pnpm run create-user -- --email ... --password ... --name ... [--company ...] [--role ...]` | Create or update a user; optionally attach them to a company with a role |
## Project layout
```
src/
app.html dark-mode bootstrap (matches siblings exactly)
app.css Tailwind v4 + @theme tokens
app.d.ts App.Locals with user/company/sessionId
hooks.server.ts session validation + cookie refresh
lib/
components/ Sidebar, TopBar, ThemeToggle
server/
auth/ password (Argon2id), session, types
db/
client.ts pg.Pool + drizzle
schema/ _shared, tenancy (rest lands in Phase 1+)
storage/ StorageAdapter interface + LocalDiskStorage + factory
env.ts Zod-validated process.env
utils/ email normalization etc.
routes/
+layout.svelte root: pulls in app.css
+error.svelte error page
(app)/ authed group — Sidebar + TopBar shell
+layout.server.ts auto-redirects to /login when unauthed
+layout.svelte sidebar + top bar + content column
+page.svelte dashboard (placeholder cards)
(auth)/ centered login shell
login/ login form + action
logout/+server.ts destroys session, clears cookie
api/files/+server.ts verifies HMAC signature, streams local file
scripts/
create-user.ts bootstrap a user + optional company link
drizzle/
0000_init.sql generated initial migration
meta/ drizzle-kit snapshot/journal
README.md migration conventions
storage/ runtime blob root (gitignored except .gitkeep)
static/ public static assets (drop favicon here)
```
## Auth model
- `POST /login` validates email + password, creates a session in Postgres, sets the `ops_session` cookie with an opaque CSPRNG token
- The cookie value is **hashed (SHA-256) before DB lookup** so a leaked session row does not leak the cookie
- Sessions live 30 days; if a request arrives in the last 15 days the hook extends the expiry (sliding renewal)
- `GET/POST /logout` invalidates the session row and clears the cookie
- `src/routes/(app)/+layout.server.ts` is the gate — any route under `(app)` redirects to `/login?next=...` when `locals.user` is null
- Companies: a user joins companies via `company_users` with a role (`admin` | `manager` | `user` | `viewer`); the sidebar shows the user's companies and the active one is stored on the session row (`sessions.active_company_id`)
## Storage model
- Uploads are **never** addressed by filesystem path. `documents.storage_key` is an opaque string (e.g. `2026/04/<uuid>__filename.pdf`) that only the active `StorageAdapter` knows how to resolve
- `LocalDiskStorage` writes under `STORAGE_LOCAL_ROOT` and produces HMAC-signed short-lived URLs served by `/api/files?...` with a timing-safe signature check
- Swapping to S3 later: add `S3Storage` implementing `StorageAdapter`, set `STORAGE_BACKEND=s3`, schema does not change
## Roadmap
### Shipped
| Phase | Scope |
| --- | --- |
| 0 | Scaffold: stack wiring + auth + layout shell + storage interface + tenancy schema + git remote |
| 1 | Properties + Assets with typed custom fields + mobility history + asset logs + document upload per scope |
| 2 | Checklist templates + maintenance schedules (time + usage) + maintenance events + usage readings |
| 3 | Projects + WorkPackages → Tasks → Subtasks + structured decision events (title, body, alternatives, cost_impact, approved_by, tags) |
| 4 | Wiki (global + project + property) with EasyMDE + revisions + FTS |
| 5a | QR label generation, in-app + email + Matrix notifications, S3 storage adapter |
| — | RBAC: user/company admin, role middleware, last-admin guards |
| — | Property structure: rooms + floors, utility account/meter records, expenses with CSV import + electricity/water chart |
| — | Sub-property hierarchy: parent_id self-FK, recursive-CTE descendant rollups, "Include sub-properties" toggle on Expenses/Assets/Maintenance/Todos tabs, depth-first nested list view, depth-cap warning at 5 levels |
| — | Tooling: switched to fnm + pnpm, Gitea CI deploy workflow with public-HTTPS clone, full `DEPLOYMENT.md` |
### 5b — pending Phase 5 items
- **Reports** — cross-cutting outputs (monthly building roll-up, annual asset summary). Per-domain CSV exports already exist; this is the aggregated/scheduled layer
- **Cross-app APIs** — wire `buildfor_life_ops` to siblings `buildfor_life_budget` and `buildfor_life_repair` so decisions can link to budget line items and repair tickets
### 6 — quality-of-life backlog
Things that came up after the original roadmap was written. Not prioritised — pull whichever the next stakeholder ask depends on.
- **Maintenance reminders** — cron-style trigger that fires `maintenance_event_recorded` / `task_assigned` notifications when `next_due_at` crosses a threshold. The notification fan-out (app + email + Matrix) is already there; only the scheduler is missing
- **OIDC SSO** — env vars + schema are wired (`OIDC_ENABLED`, `OIDC_ISSUER`, etc.), but the route handlers were never written
- **Self-service password reset** — currently admin-initiated only via `pnpm run create-user`
- **Permission inheritance for sub-properties** — RBAC is per-company today; "manager of Building A" does not imply "manager of Apt 3B"
- **Bulk property CSV import** — "create N apartments under this building" in one upload, mirroring the existing expenses CSV importer
- **"Move to parent" quick action** — UI sugar over the existing edit form for re-parenting
- **Audit log viewer** — `audit_action` enum + audit infrastructure exists, but no UI to browse it
- **Project ↔ property linking** — they're disjoint today; many real workflows want "this project is happening at this property"
## Key design decisions
These are locked; see commit history + `drizzle/` if you need to revisit them:
- **UUID v7** primary keys via `gen_random_uuid()`
- **`timestamptz`** everywhere, UTC
- **Soft delete** (`deleted_at`) on user-facing entities; join/history tables hard-delete
- **`numeric(18,4)` + `char(3)` currency** for money
- **Asset custom fields** in JSONB validated at runtime against `asset_field_defs` (Zod schema derived, cached by `(asset_type_id, schema_version)`)
- **XOR location**: an asset is at a project OR a property, never both — enforced by CHECK
- **Assets are movable**: `asset_location_history` preserves every hop with `from/to/moved_by/moved_at/reason`
- **Custom-field keys are immutable once referenced**: rename = two-step data migration (JSONB key rename + version bump)
- **Decisions scoped to** `project | property | asset | work_package` (widened from the initial draft)
- **Company default currency** on `companies.settings_json`, overridable on each decision event
- **Tabs = nested routes** (`/projects/[id]/assets`), not query-string state
- **Theme key is `localStorage['theme']`** — same as sibling apps so switching one tab propagates across all three apps via the `storage` event
## Sibling apps
When in doubt, check the siblings before inventing:
- `buildfor_life_budget` — auth flow, role middleware, company switcher pattern, Husky setup, `(auth)/(app)` route group
- `buildfor_life_repair` — sidebar pixel reference, `MarkdownEditor.svelte`, `DocumentUpload.svelte`, `TagInput.svelte`, `AutocompleteInput.svelte`, QR label generation (port in Phase 5)
## Troubleshooting
- **`Environment validation failed`** on boot — `.env` is missing or incomplete; compare against `.env.example`
- **`relation "sessions" does not exist`** — you skipped `pnpm run db:migrate` after `db:generate`
- **Session cookie never sets** — in dev, make sure `PUBLIC_BASE_URL` includes `localhost` so the hook sets `secure: false`; in production use HTTPS
- **`sha256 mismatch on upload`** — the client-computed sha256 disagrees with the server's stream hash; retry the upload