Add Tasks Planner review workflow #116

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opened 2026-05-27 09:14:11 +00:00 by steve · 0 comments

steve commented

2026-05-27 09:14:11 +00:00

Owner

Add a review surface that helps users keep Inbox, Anytime, Someday, and project lists trustworthy after the core planner workflow exists.

Problem

A calm planner can become stale without a review habit. The Tasks plugin has timestamps, status, projects, reminders, and scheduled dates, but no workflow that highlights stale active work, unreviewed Someday tasks, or projects without a next action.

Goal

Provide an optional planner review view that surfaces stale or under-organized work and lets users review, defer, park, or plan tasks without leaving the planner.

Scope

Add review metadata such as reviewed only when a real review action writes it.
Surface Inbox count, stale Anytime tasks, Someday tasks not reviewed recently, and projects with no next active task.
Add actions to mark reviewed, move to Today, defer, move to Someday, assign area/project, and clear planning.
Add settings for review thresholds once TASK-PLUGIN-060 is available.
Add unit tests for review projection logic and e2e coverage for at least one review action.

Non-goals

No notifications or recurring review reminders in the first review slice.
No automated task archival.
No external calendar or Pomodoro integration.
No project health scoring beyond simple next-action checks.

Acceptance Criteria

Review view can be opened from the planner.
Review counts are derived from current task metadata and update after mutations.
Marking a task reviewed persists mapped reviewed metadata without changing due/scheduled dates.
Someday review respects the configured or default review age threshold.
Projects with no next active task are listed when project/section metadata supports the check.
Existing planner buckets remain usable without enabling the review workflow.

Implementation Notes

Keep review projection logic pure and unit-tested.
Avoid adding reviewed metadata before it is written by user action.
Tie stale checks to date-only comparisons so browser and desktop hosts behave consistently.

Suggested Files or Specs To Inspect

packages/plugins/plugin-tasks/src/planner/
packages/plugins/plugin-tasks/src/core/model.ts
packages/plugins/plugin-tasks/src/core/settings.ts
packages/plugins/plugin-tasks/src/core/plugin.ts
packages/workspace/e2e/tasks.spec.ts

Validation Commands

pnpm --filter @lapis-notes/tasks test
pnpm --filter @lapis-notes/tasks check
pnpm --filter @lapis-notes/workspace check
make spec-lint
pnpm test:smoke

Follow-up Tasks

Decide whether review reminders belong in the notifications plugin or Tasks planner settings.

Implementation Summary

Added the planner review workflow with reviewed metadata, stale task projections, projects-without-next-action detection, review actions, and review coverage.

Add a review surface that helps users keep Inbox, Anytime, Someday, and project lists trustworthy after the core planner workflow exists. ## Problem A calm planner can become stale without a review habit. The Tasks plugin has timestamps, status, projects, reminders, and scheduled dates, but no workflow that highlights stale active work, unreviewed Someday tasks, or projects without a next action. ## Goal Provide an optional planner review view that surfaces stale or under-organized work and lets users review, defer, park, or plan tasks without leaving the planner. ## Scope - Add review metadata such as `reviewed` only when a real review action writes it. - Surface Inbox count, stale Anytime tasks, Someday tasks not reviewed recently, and projects with no next active task. - Add actions to mark reviewed, move to Today, defer, move to Someday, assign area/project, and clear planning. - Add settings for review thresholds once TASK-PLUGIN-060 is available. - Add unit tests for review projection logic and e2e coverage for at least one review action. ## Non-goals - No notifications or recurring review reminders in the first review slice. - No automated task archival. - No external calendar or Pomodoro integration. - No project health scoring beyond simple next-action checks. ## Acceptance Criteria - Review view can be opened from the planner. - Review counts are derived from current task metadata and update after mutations. - Marking a task reviewed persists mapped `reviewed` metadata without changing due/scheduled dates. - Someday review respects the configured or default review age threshold. - Projects with no next active task are listed when project/section metadata supports the check. - Existing planner buckets remain usable without enabling the review workflow. ## Implementation Notes - Keep review projection logic pure and unit-tested. - Avoid adding `reviewed` metadata before it is written by user action. - Tie stale checks to date-only comparisons so browser and desktop hosts behave consistently. ## Suggested Files or Specs To Inspect - `packages/plugins/plugin-tasks/src/planner/` - `packages/plugins/plugin-tasks/src/core/model.ts` - `packages/plugins/plugin-tasks/src/core/settings.ts` - `packages/plugins/plugin-tasks/src/core/plugin.ts` - `packages/workspace/e2e/tasks.spec.ts` ## Validation Commands - `pnpm --filter @lapis-notes/tasks test` - `pnpm --filter @lapis-notes/tasks check` - `pnpm --filter @lapis-notes/workspace check` - `make spec-lint` - `pnpm test:smoke` ## Follow-up Tasks - Decide whether review reminders belong in the notifications plugin or Tasks planner settings. ## Implementation Summary Added the planner review workflow with reviewed metadata, stale task projections, projects-without-next-action detection, review actions, and review coverage.

steve

2026-05-27 09:14:11 +00:00