#532 Rebuild daily summary with modern UI and planned/actual tracking

[Anonymous]

Originally created by: adityaharishch

Summary

Completely rebuilt Meridian's daily summary screen to provide a modern, aesthetic interface that handles both planned and unplanned days. Replaced Vega-based charting with custom SVG components and established a two-layer system where database facts lock task outcomes while AI fills gaps and identifies workstreams.

Key Changes

Core Logic

• Two-layer task matching: database facts (posted worklogs, linked tickets) are deterministic and lock outcomes; AI model fills gaps and points at relevant workstreams
• New Adherence type with achievement percentage: (earned * 100 + planned) / (planned * 2) with proper rounding
• 30-minute minimum threshold applied consistently across frontend, backend, and themes
• Staleness-triggered auto-refresh (regenerates summaries older than 20 minutes on open)

Schema & Database

• Migration 068: dropped panels_json, added headline, plan_json, adherence_json, themes_json, evidence_at
• New types: DaySummaryInsight (text + learned flag), PlanVerdict, Adherence, DayTheme
• Prompt rewritten with tone contract (no "drifted"/"failed"/"wasted"), **emphasis** formatting, locked pre-matches rule

UI Components (all new)

• AchievementRing: signature visualization of plan adherence with done/partial/not-touched segments and percentage
• PlanLedger: detailed ledger of planned tasks with outcome glyphs, evidence, time, and certainty indicators
• DayShape: no-plan hero showing inferred themes as proportional bands
• Insights: unlabelled insight rows with learned items in a separate "Picked up along the way" card
• Workstreams: task list filtered to ≥30 minutes with proportional bars and duration
• Composing: full-screen generation state with animated progress and step captions

Layout

• Modal card over dimmed blurred backdrop (house overlay pattern)
• Structured sections with labels and proper spacing using new Section component
• Boxed presentation for lists (plan ledger, workstreams); unboxed for prose (insights, hero)
• Escape-to-close and detail dialog accessible from within the card

Test & Build Status

• npm run build: clean
• bun test: 332 pass / 0 fail
• No Vega references remain in codebase
• Verified end-to-end on both planned (6→2 done, 2 partial, 2 untouched) and unplanned days

Commits

• c679adb0 - feat(summary): rebuild the daily summary around planned vs actual
• c3ec7791 - feat(summary): give composing its own screen instead of one static line
• 76fe559b - refactor(summary): put the daily summary in a card with real structure

🤖 Generated with Claude Code

[Anonymous]

Originally posted by: coderabbitai[bot]

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[Anonymous]

Originally posted by: adityaharishch

Thanks for the strict review - addressed all of it in f99fe5b1 (plus a merge of pre-main in 598abfcc that resolved the conflicts). Summary by finding:

Blockers

1. escalate.rs idempotency - the non-idempotent tracker call now runs behind a claim on the personal task row (escalation_attempt_at + escalation_ticket_key, migration 073), mirroring the day-task worklog's begin_create/mark_created: a concurrent escalation is refused, a stale claim is re-takeable, and a retry reuses the created/posted key instead of filing a second ticket / posting a second comment. graduate_local_task is now #[instrument]'d with per-query spans and a summary log, and there are 5 new unit tests (claim won-once/stale-retake/clear, graduate create + match).
2. Escape closes nested dialog - Escape now backs out of selected first, only closing the overlay when no ticket detail is open.
3. planned derivation - dropped the && summary.plan.length AND; it's sc?.planned ?? false now, so a day planned after compose gets the plan screen (the ledger may lag one recompose, which is the right screen vs. the no-plan one).
4. stale-response race - generate/generateNow now capture the day and bail before every setState if the user navigated away (via a dayRef), plus a shared composing re-entry guard.

Design concern

1. Unbounded daily_plan retention - kept intentional, now documented explicitly in providers/mod.rs: scoping to a recency window would break historical plan/worklog title resolution for older tickets, and the growth is human-paced (planned tasks/day), not ticket-churn-driven. Confirmed as the intended tradeoff rather than silently unbounded.

Migration must-fixes (done while unreleased - these migrations were also renumbered above pre-main's 068/069, which otherwise collided after the merge and would break the sqlx migrator)

1. insights_json comment fixed to {title, text}.
2. themes_json comment now says it's unused/wire-back-compat only; plan_json corrected to binary done/not_touched.

Minors

• board.rs snapshot fallback now warn!s at the failure boundary instead of .ok().flatten().
• task_detail.rs doc updated - local_worklog_text is also carried onto a real ticket on escalation.
• EscalateResponse moved to api-types.ts.
• Dead hovered state removed; orphaned CleanupModal import + cleanupIssueCount destructure commented out alongside the disabled feature.
• Cargo.toml native-tls comment corrected (it no longer claims native-tls is purged workspace-wide; it isn't - just kept off our OTLP/reqwest path). Left the dep change in place rather than splitting, since reverting it would reintroduce the native-tls-via-otlp path.
• Stale docs refreshed: main.rs day-summary CLI + DAILY_SUMMARY prompt doc.
• "Generate now" double-fire is covered by the shared composing re-entry guard from [#4].

Not changed (informational): DatePicker.tsx has no live entry point because Board Cleanup is intentionally hidden this release - flagging as expected, not manually verifiable end-to-end until that re-enables.

All green locally: fmt + clippy (workspace + tray), full cargo test, ui build, and bun test (348 pass). Pre-push suite passed on the push.

[Anonymous]

Ticket changed by: adityaharishch

• status: open --> closed