Tighten final-review screen

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adilallo
2026-04-20 18:33:33 -06:00
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@@ -385,6 +385,68 @@ Optional: **Docker image deploy** using the repo [Dockerfile](Dockerfile)—admi
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## Ticket 19 — `Add` button behavior on custom-rule pages and Final Review chips
**Depends on:** nothing technical. Pure **product + design** clarification — blocks consistent UX of the Create flow's custom path and the Final Review screen, but does not block any backend work.
**Server / admin:** none.
**Goal:** Decide what the **`Add`** affordance should do on each custom-rule page and on the **Final Review** screen, and produce Figma covering the chosen behavior. Today the affordance is inconsistent: on most custom-rule pages it just expands the card list, on `core-values` it opens a real modal flow, and on Final Review the `+` button on each chip row is a no-op.
**Context — what `Add` does today:**
- **Core values** ([`CoreValuesSelectScreen.tsx`](../../app/(app)/create/screens/select/CoreValuesSelectScreen.tsx)) — full custom-chip flow: `Add value` → empty chip with input → check → opens an editable `meaning` / `signals` modal. Dismissing the modal now drops the brand-new chip (`customPending` session). Add Value confirms it as a selected chip.
- **Communication / Membership / Conflict management / Decision approaches** (card-style screens, e.g. [`CommunicationMethodsScreen.tsx`](../../app/(app)/create/screens/card/CommunicationMethodsScreen.tsx)) — there is **no `Add custom method` affordance**. The inline `add` link in the page description (`messages/en/create/customRule/*.json`, `compactDescriptionLinkLabel: "add"`) only toggles `setExpanded(true)` on the card stack — it shows more preset cards, it does **not** open a creation modal.
- **Confirm stakeholders** — multiselect-style add (free-text chip), pending real invite work in **Ticket 18 / CR-90**.
- **Community structure** — multiselect-style add (free-text chip).
- **Final Review** ([`FinalReviewScreen.tsx`](../../app/(app)/create/screens/review/FinalReviewScreen.tsx)) — renders `<RuleCard categories=…>` and only wires `onChipClick`. `category.onAddClick` is **not provided**, so the `+` button on each MultiSelect category renders by default (`addButton={!hideCategoryAddButton}` in [`RuleCard.view.tsx`](../../app/components/cards/RuleCard/RuleCard.view.tsx)) but **does nothing** when clicked. Dead control we are shipping today.
**Open product questions (block implementation until resolved):**
_Section A — custom-rule card pages (communication, membership, conflict management, decision approaches):_
1. Should each of these pages have a true **"Add custom \<method/approach/protocol\>"** button, distinct from the existing `add` text link that just expands the card stack?
2. If yes: where does it sit (header CTA / end of stack / both)? Does it open a **clean empty modal** in the same shape as the page's edit modal (the `*EditFields` components under `app/(app)/create/components/methodEditFields/`)? Same `customPending` semantics as core values (dismiss = drop, confirm = persist + select)? Required vs optional fields?
3. If no: should we **rename or remove** the inline `add` link in the description so it doesn't promise creation behavior we don't deliver?
_Section B — Final Review screen `+` button per category:_
1. Pick one:
- **Option 1 — fresh modal in place.** Clicking `+` opens [`FinalReviewChipEditModal`](../../app/(app)/create/components/FinalReviewChipEditModal.tsx) seeded empty for the category. On Save, append a new chip and write through to the matching `*MethodDetailsById` (or `coreValueDetailsByChipId` + snapshot) map, matching the editable chip flow that just shipped.
- **Option 2 — bounce back to the source step.** Navigate the user to the corresponding custom-rule step (e.g. communication chip `+``/create/communication`) so they add via the existing card-page flow, then return to Final Review.
- **Option 3 — hide the button.** Pass `hideCategoryAddButton` to the Final Review `<RuleCard>` so the dead control disappears until product knows what they want.
2. If Option 1, what is the empty state of the modal (title only, all fields, recommended seeds)?
3. If Option 2, how do we preserve the user's place on Final Review so they can come back without re-confirming everything?
4. Does the answer differ for `coreValues` vs the four method categories? (Different edit-fields components, different state slices.)
**Implementation sketch (subject to product sign-off):**
1. **Product + design pass** answering Sections A and B; produce Figma for whichever options win on each affected page and on Final Review.
2. **Custom-rule card pages (if Option A1 wins):** add an `Add custom <method>` button alongside the card stack on each of the four pages. Reuse the page's `*EditFields` component inside a `customPending`-style modal (same dismiss-drops / confirm-persists semantics as `CoreValuesSelectScreen`). Persist into the matching `*MethodDetailsById` slice and selected-id list.
3. **Final Review (if Option B1 wins):** wire `category.onAddClick` per category in [`FinalReviewScreen.tsx`](../../app/(app)/create/screens/review/FinalReviewScreen.tsx) → open `FinalReviewChipEditModal` seeded empty for the matching `groupKey`, with a `customPending` mode that drops the new entry on dismiss and persists on Save (parity with the current chip-edit flow).
4. **Final Review (if Option B3 wins, interim):** pass `hideCategoryAddButton` to the Final Review `<RuleCard>` so the no-op `+` is removed.
5. **i18n:** add copy for the new buttons, modal headers, validation, and confirmation/discard prompts under `messages/en/create/customRule/*.json` and `messages/en/create/reviewAndComplete/finalReview.json`.
6. **Tests:** Vitest component tests covering dismiss-drops vs confirm-persists for each new modal (mirror the new `CoreValuesSelectScreen.test.tsx` `custom chip — confirmed vs dismissed` pair).
**Out of scope:**
- Server-side persistence changes — adding a chip already flows through existing `*MethodDetailsById` / `coreValueDetailsByChipId` snapshots.
- Reworking the inline `add` link's `compactDescriptionLinkLabel` semantics until product decides whether it still belongs.
- Bulk-add UX (paste many chips at once).
**Acceptance criteria:**
- [ ] Product brief answering Section A and Section B, linked from the Linear issue.
- [ ] Figma covering whichever options product picks for the four card-style pages and Final Review.
- [ ] If Option B3 (interim) ships first: the Final Review `+` is no longer rendered (no dead controls).
- [ ] Once Option A1 / B1 are picked: implementation tickets file under this one with `customPending` parity and tests, no regressions to the existing chip-edit flow.
**Files (reference):** [`app/(app)/create/screens/card/CommunicationMethodsScreen.tsx`](../../app/(app)/create/screens/card/CommunicationMethodsScreen.tsx), [`MembershipMethodsScreen.tsx`](../../app/(app)/create/screens/card/MembershipMethodsScreen.tsx), [`ConflictManagementScreen.tsx`](../../app/(app)/create/screens/card/ConflictManagementScreen.tsx), [`right-rail/DecisionApproachesScreen.tsx`](../../app/(app)/create/screens/right-rail/DecisionApproachesScreen.tsx), [`select/CoreValuesSelectScreen.tsx`](../../app/(app)/create/screens/select/CoreValuesSelectScreen.tsx), [`review/FinalReviewScreen.tsx`](../../app/(app)/create/screens/review/FinalReviewScreen.tsx), [`components/FinalReviewChipEditModal.tsx`](../../app/(app)/create/components/FinalReviewChipEditModal.tsx), [`components/methodEditFields/`](../../app/(app)/create/components/methodEditFields/), [`components/cards/RuleCard/RuleCard.view.tsx`](../../app/components/cards/RuleCard/RuleCard.view.tsx).
**Linear:** [CR-91](https://linear.app/community-rule/issue/CR-91/productdesign-add-button-behavior-on-custom-rule-pages-and-final) (**Backlog**). Sibling product/design ticket to **CR-90** (same "copy promises a feature, UI doesn't deliver" pattern). **Parallel** to the CR-72 → CR-83 chain; not on the critical path.
---
## Ticket 9 — Persist web vitals outside `.next` (prefer external RUM)
**Depends on:** none (orthogonal).
@@ -591,14 +653,15 @@ Optional: **Docker image deploy** using the repo [Dockerfile](Dockerfile)—admi
| 16 | 16 | Template matrix + xlsx ingestion |
| 17 | 17 | Canon create-flow (custom path) |
| 18 | 18 | Stakeholder invites (confirm-stakeholders) |
| 19 | 19 | `Add` button behavior (custom-rule pages + Final Review) |
Tickets **1011** can be deferred without blocking the core “auth + drafts + publish + templates” vertical slice. **Ticket 16** is also **deferrable** until after **78** (flat template list + UI); it adds **spreadsheet-driven** recommendations and facet APIs. **Ticket 17** (**[CR-89](https://linear.app/community-rule/issue/CR-89/product-canon-custom-create-rule-wizard-routes-resume-progress-repo)**) canonizes the **custom** wizard in [`docs/create-flow.md`](create-flow.md) and tracks UX/code alignment (progress bar, resume URL, `[step]` cleanup); **parallel** to publish and templates. **Tickets 1314** are parallel to that chain (**CR-73** / **CR-75** prerequisites are **Done****CR-84** / **CR-85** are unblocked), not sequential after CR-83. **Ticket 15** is also **parallel** (blocked by **publish (CR-77)** once session/auth are shipped); Linear: **CR-86**. **Ticket 18** (**[CR-90](https://linear.app/community-rule/issue/CR-90/productbackend-invite-stakeholders-email-from-confirm-stakeholders)**) adds real **email-based stakeholder invites** to the `confirm-stakeholders` step — currently ships as a label-only chip list despite copy promising invites; **parallel** to the main chain, awaits design + product brief before implementation.
Tickets **1011** can be deferred without blocking the core “auth + drafts + publish + templates” vertical slice. **Ticket 16** is also **deferrable** until after **78** (flat template list + UI); it adds **spreadsheet-driven** recommendations and facet APIs. **Ticket 17** (**[CR-89](https://linear.app/community-rule/issue/CR-89/product-canon-custom-create-rule-wizard-routes-resume-progress-repo)**) canonizes the **custom** wizard in [`docs/create-flow.md`](create-flow.md) and tracks UX/code alignment (progress bar, resume URL, `[step]` cleanup); **parallel** to publish and templates. **Tickets 1314** are parallel to that chain (**CR-73** / **CR-75** prerequisites are **Done****CR-84** / **CR-85** are unblocked), not sequential after CR-83. **Ticket 15** is also **parallel** (blocked by **publish (CR-77)** once session/auth are shipped); Linear: **CR-86**. **Ticket 18** (**[CR-90](https://linear.app/community-rule/issue/CR-90/productbackend-invite-stakeholders-email-from-confirm-stakeholders)**) adds real **email-based stakeholder invites** to the `confirm-stakeholders` step — currently ships as a label-only chip list despite copy promising invites; **parallel** to the main chain, awaits design + product brief before implementation. **Ticket 19** (**[CR-91](https://linear.app/community-rule/issue/CR-91/productdesign-add-button-behavior-on-custom-rule-pages-and-final)**) is a **product/design** clarification ticket: the `Add` affordance is inconsistent across custom-rule pages (full custom-chip flow only on `core-values`; an `add` link that just expands the card stack on the four card-style pages) and the Final Review screen renders a `+` button per category that today is a no-op; needs a brief + Figma before any implementation lands.
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## Linear (Community-rule team)
**Main chain:** **CR-72 → CR-83** (each blocks the next). **Parallel:** **CR-84** (**CR-73** Done — ready to pick up), **CR-85** (**CR-75** Done — ready to pick up), **CR-86** / Ticket 15 (blocked by **CR-77** publish only; **CR-75** Done), **CR-88** / Ticket 16 (template matrix + `.xlsx` ingestion — after **CR-78**/**CR-79**), **CR-89** / Ticket 17 (canon create-flow + implementation gaps), **CR-90** / Ticket 18 (stakeholder invites — product/design brief unblocked; implementation waits on **CR-73** / **CR-74** / **CR-75** / **CR-77**), none in the CR-7283 sequence.
**Main chain:** **CR-72 → CR-83** (each blocks the next). **Parallel:** **CR-84** (**CR-73** Done — ready to pick up), **CR-85** (**CR-75** Done — ready to pick up), **CR-86** / Ticket 15 (blocked by **CR-77** publish only; **CR-75** Done), **CR-88** / Ticket 16 (template matrix + `.xlsx` ingestion — after **CR-78**/**CR-79**), **CR-89** / Ticket 17 (canon create-flow + implementation gaps), **CR-90** / Ticket 18 (stakeholder invites — product/design brief unblocked; implementation waits on **CR-73** / **CR-74** / **CR-75** / **CR-77**), **CR-91** / Ticket 19 (`Add` button behavior on custom-rule pages and Final Review chips — pure product/design clarification, no technical blockers), none in the CR-7283 sequence.
| Doc ticket | Linear | Title (short) |
| ---------: | --------------------------------------------------------------------------------------------------------------------------- | --------------------------------------- |
@@ -620,6 +683,7 @@ Tickets **1011** can be deferred without blocking the core “auth + drafts +
| 16 | [CR-88](https://linear.app/community-rule/issue/CR-88/backend-template-recommendation-matrix-xlsx-sheets-ingestion) | Template matrix + xlsx ingestion |
| 17 | [CR-89](https://linear.app/community-rule/issue/CR-89/product-canon-custom-create-rule-wizard-routes-resume-progress-repo) | Canon create-flow (custom wizard + docs) |
| 18 | [CR-90](https://linear.app/community-rule/issue/CR-90/productbackend-invite-stakeholders-email-from-confirm-stakeholders) | Stakeholder invites (confirm-stakeholders) |
| 19 | [CR-91](https://linear.app/community-rule/issue/CR-91/productdesign-add-button-behavior-on-custom-rule-pages-and-final) | `Add` button behavior (custom-rule + Final Review) |
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