PSA/ee/docs/plans/2026-03-08-inline-add-new-pickers/SCRATCHPAD.md

Scratchpad — Inline Add New Pickers

Key File Paths

Picker Components (to modify)

• packages/ui/src/components/ContactPicker.tsx — add onAddNew prop, render button after scrollable list (~line 361)
• packages/ui/src/components/ClientPicker.tsx — add onAddNew prop, render button after client list (~line 341)
• packages/tickets/src/components/CategoryPicker.tsx — add onAddNew prop, pass to TreeSelect
• packages/ui/src/components/TreeSelect.tsx — add onAddNew prop, render button at bottom of Radix content

Existing QuickAdd Dialogs (to reuse as-is)

• packages/clients/src/components/contacts/QuickAddContact.tsx — Props: isOpen, onClose, onContactAdded(IContact), clients: IClient[], selectedClientId?: string
• packages/clients/src/components/clients/QuickAddClient.tsx — Props: open, onOpenChange(boolean), onClientAdded(IClient), trigger?: ReactNode

QuickAddCategory (to extract)

• Source: packages/tickets/src/components/settings/CategoriesSettings.tsx lines 486-620 (inline dialog JSX)
• Target: packages/tickets/src/components/QuickAddCategory.tsx (new file)
• Action: packages/tickets/src/actions/ticketCategoryActions.ts → createCategory (line 269)
• Also uses: getAllBoards from packages/tickets/src/actions/board-actions/boardActions.ts

Reference Implementation

• packages/ui/src/components/EditableServiceTypeSelect.tsx lines 253-303 — the "+ Add new" button pattern

ContactPicker Consumers (10 files)

#	File	clientId source	contacts source	clients list
1	packages/tickets/src/components/QuickAddTicket.tsx	clientId state	contacts state (via getContactsByClient)	filteredClients
2	packages/tickets/src/components/ticket/TicketProperties.tsx	ticket.company_id prop	contacts prop from parent	Need to pass or fetch
3	packages/clients/src/components/interactions/QuickAddInteraction.tsx	selectedClientId state	contacts state (via getAllContacts)	clients available
4	packages/clients/src/components/interactions/OverallInteractionsFeed.tsx	selectedClient state	contacts state (via getAllContacts)	clients available
5	packages/projects/src/components/ProjectQuickAdd.tsx	selectedClientId state	contacts state	clients available
6	packages/projects/src/components/Projects.tsx	filter state	allContacts state	allClients available
7	packages/clients/src/components/clients/ClientDetails.tsx	clientId prop	clientActiveContacts prop	current client context
8	packages/clients/src/components/clients/BillingConfigForm.tsx	billing context	contacts prop	may need clients prop
9	server/src/components/settings/general/UserManagement.tsx	selectedClientId state	contacts state	clients available
10	ee/server/src/components/settings/integrations/EntraReconciliationQueue.tsx	per-item clientId	allContacts state	clients available

ClientPicker Consumers (5 key files)

#	File	Notes
1	packages/tickets/src/components/QuickAddTicket.tsx	Ticket creation — highest impact
2	packages/projects/src/components/ProjectQuickAdd.tsx	Project creation
3	packages/billing/src/components/billing-dashboard/contracts/wizard-steps/ContractBasicsStep.tsx	Contract creation
4	packages/billing/src/components/billing-dashboard/ManualInvoices.tsx	Invoice creation
5	packages/assets/src/components/QuickAddAsset.tsx	Asset creation

CategoryPicker Consumers (4 key files)

#	File	boardId source	categories source
1	packages/tickets/src/components/QuickAddTicket.tsx	boardId state	categories state
2	packages/tickets/src/components/ticket/TicketInfo.tsx	ticket.board_id via props	effectiveCategories from props
3	packages/tickets/src/components/TicketingDashboard.tsx	board filter	categories loaded
4	packages/tickets/src/components/ticket/TicketDetails.tsx	ticket context	categories from props

Consumer Wiring Pattern (copy-paste template)

// 1. Add state
const [isQuickAddContactOpen, setIsQuickAddContactOpen] = useState(false);

// 2. Pass to picker
<ContactPicker
  onAddNew={() => setIsQuickAddContactOpen(true)}
  // ... existing props
/>

// 3. Render dialog
<QuickAddContact
  isOpen={isQuickAddContactOpen}
  onClose={() => setIsQuickAddContactOpen(false)}
  onContactAdded={(newContact) => {
    setContacts(prev => [...prev, newContact]);
    setSelectedContactId(newContact.contact_name_id);
    setIsQuickAddContactOpen(false);
  }}
  clients={clients}
  selectedClientId={selectedClientId}
/>

Decisions

• Pickers stay generic — no QuickAdd imports in picker components. Consumer wires the dialog.
• QuickAddCategory is create-only — editing stays inline in CategoriesSettings. The extracted component handles only creation.
• CategoriesSettings still handles edit mode — it passes editingCategory and different save logic for edits. QuickAddCategory only handles the create path.
• preselectedBoardId simplifies inline UX — when board is known from context (ticket creation), skip the board dropdown entirely.
• TreeSelect gets onAddNew — since CategoryPicker is a thin wrapper around TreeSelect, the button rendering logic goes in TreeSelect.

Gotchas

• QuickAddContact needs clients: IClient[] — some consumers may not have this loaded. They'll need to fetch it or pass an empty array (QuickAddContact shows a client dropdown).
• TreeSelect uses Radix Select — the add button must be inside the Radix portal content. Verify focus management doesn't break.
• CategoriesSettings edit dialog has more fields — the extracted QuickAddCategory handles create-only (name, board, parent, display_order). Editing (which also changes board for parent categories + shows warnings) may stay as inline JSX in CategoriesSettings OR QuickAddCategory can accept an editingCategory prop for dual-mode. TBD during implementation — start with create-only.
• QuickAddTicket gets THREE new dialogs — ContactPicker, ClientPicker, AND CategoryPicker all wired. This file will have the most changes.

Implementation Order

1. Part 1 — ContactPicker core (onAddNew prop + button)
2. Part 2 — ContactPicker consumers (10 files, mechanical)
3. Part 3 — ClientPicker core (onAddNew prop + button)
4. Part 4 — ClientPicker consumers (5 files, mechanical)
5. Part 5a — Extract QuickAddCategory from CategoriesSettings
6. Part 5b — Refactor CategoriesSettings to use QuickAddCategory
7. Part 5c — TreeSelect + CategoryPicker onAddNew
8. Part 5d — CategoryPicker consumers (4 files)
9. Verify — run existing tests, manual smoke test

Progress Log

• 2026-03-08 F001: Added optional onAddNew support to packages/ui/src/components/ContactPicker.tsx and rendered the bottom separator/button using the PRD styling pattern. Included the dropdown height estimate update so the portal positions correctly when the new action is present.
• Validation: cd packages/ui && npx vitest run --config vitest.config.ts src/components/ContactPicker.test.tsx
• 2026-03-08 F002/F003: The new handleAddNew path now closes the dropdown before invoking the consumer callback, and the add-new UI is fully gated behind the optional prop so existing picker rendering remains unchanged when omitted.
• 2026-03-08 T001: Verified the add button and separator render when onAddNew is present.
• 2026-03-08 T002: Verified the add button stays hidden when onAddNew is omitted.
• 2026-03-08 T003: Verified the add button keeps the requested utility classes and renders a Plus icon.
• 2026-03-08 T004: Verified clicking the add button calls the consumer callback exactly once.
• 2026-03-08 T005: Verified clicking the add button closes the dropdown portal.
• 2026-03-08 F004: Wired packages/tickets/src/components/QuickAddTicket.tsx to pass onAddNew into ContactPicker, open QuickAddContact, and prefill it with the current clientId. Also exported QuickAddContact from packages/clients/src/components/index.ts so consumers can use the package surface instead of a non-exported deep path.
• Validation: npx tsc -p packages/tickets/tsconfig.json --noEmit
• Test blocker: packages/tickets Vitest still resolves deep server/auth imports while loading QuickAddTicket, so the new QuickAddTicketPrefill assertions for T006-T008 are written but not yet checklisted. I added vite-tsconfig-paths plus ticket-package aliases/mocks to reduce the surface, but the suite still bottoms out in unrelated auth/db module resolution.
• 2026-03-08 F005: QuickAddTicket now merges the created contact into local picker state, selects its contact_name_id, and closes the dialog after creation.
• 2026-03-08 F006: Wired packages/tickets/src/components/ticket/TicketProperties.tsx to open QuickAddContact from the inline contact editor, prefill it with the ticket/client context, and keep a local picker contact list synchronized so newly created contacts can be chosen immediately.
• Validation: npx tsc -p packages/tickets/tsconfig.json --noEmit
• 2026-03-08 F007: Wired packages/clients/src/components/interactions/QuickAddInteraction.tsx to offer inline contact creation when a client is selected, reuse QuickAddContact, append the new contact into local state, and auto-select it for the in-progress interaction.
• Validation: npx tsc -p packages/clients/tsconfig.json --noEmit
• 2026-03-08 F008: Wired packages/clients/src/components/interactions/OverallInteractionsFeed.tsx to offer QuickAddContact from the filter dialog, remove the empty-list disable state so add-new stays reachable, merge created contacts into allContacts, and auto-select the new contact in the active filter.
• Validation: npx tsc -p packages/clients/tsconfig.json --noEmit
• 2026-03-08 F009: Wired packages/projects/src/components/ProjectQuickAdd.tsx to open QuickAddContact from the project contact picker once a client is selected, merge the created contact into local state, and auto-select it in the form.
• Validation: npx tsc -p packages/projects/tsconfig.json --noEmit
• 2026-03-08 F010: Wired packages/projects/src/components/Projects.tsx contact filter to open QuickAddContact, append the created contact to the cached filter data, and auto-select that contact in the active filter state.
• Validation: npx tsc -p packages/projects/tsconfig.json --noEmit
• 2026-03-08 F011: Wired packages/clients/src/components/clients/ClientDetails.tsx default-contact picker to open QuickAddContact for the current client, merge the created contact into the local default-contact options, and immediately apply it as the default contact selection.
• Validation: npx tsc -p packages/clients/tsconfig.json --noEmit
• 2026-03-08 F012: Wired packages/clients/src/components/clients/BillingConfigForm.tsx billing-contact picker to open QuickAddContact with the current client preselected, merge the new contact into local picker state, and apply it as the billing contact while clearing the fallback billing email.
• Validation: npx tsc -p packages/clients/tsconfig.json --noEmit
• 2026-03-08 F013: Wired server/src/components/settings/general/UserManagement.tsx existing-contact picker to open QuickAddContact, append the created contact to the invitation picker state, auto-select it, and prefill the new user form from the created contact.
• Validation attempt: npx tsc -p server/tsconfig.json --noEmit crashed with Signal(6) before reporting file-level diagnostics.
• Validation attempt: npx esbuild server/src/components/settings/general/UserManagement.tsx --bundle --platform=node --format=esm --tsconfig=server/tsconfig.json --outfile=/tmp/user-management-check.js reached unrelated asset/font resolution errors outside this change.
• 2026-03-08 F014: Wired ee/server/src/components/settings/integrations/EntraReconciliationQueue.tsx to load clients, pass onAddNew into each queue row's ContactPicker, open a shared QuickAddContact with the row's mapped client preselected, append the created contact into allContacts, and auto-select it for that queue item.
• Validation: npx tsc -p ee/server/tsconfig.json --noEmit
• 2026-03-08 F015: Added optional onAddNew support to packages/ui/src/components/ClientPicker.tsx and rendered the bottom separator/button using the same utility-class pattern as ContactPicker/EditableServiceTypeSelect.
• Validation: npx tsc -p packages/ui/tsconfig.json --noEmit
• 2026-03-08 F016: ClientPicker now resets the search term, closes the dropdown, and only then invokes the consumer's onAddNew callback so the QuickAdd dialog can take focus immediately.
• Validation: npx tsc -p packages/ui/tsconfig.json --noEmit
• 2026-03-08 F017: Confirmed ClientPicker remains backward compatible because the new separator/button are fully gated behind the optional onAddNew prop; consumers that omit it still render the original dropdown content only.
• Validation: npx tsc -p packages/ui/tsconfig.json --noEmit
• 2026-03-08 F018: Wired packages/tickets/src/components/QuickAddTicket.tsx to open QuickAddClient from ClientPicker, merge new clients into local state, auto-select the created client, and let the existing client-data effect refresh contacts/locations for the new selection.
• Validation: npx tsc -p packages/tickets/tsconfig.json --noEmit
• 2026-03-08 F019: Wired packages/projects/src/components/ProjectQuickAdd.tsx to maintain a local clientOptions list, open QuickAddClient from the client picker, merge newly created clients into that list, and auto-select the new client while clearing any stale contact selection.
• Validation: npx tsc -p packages/projects/tsconfig.json --noEmit
• 2026-03-08 F020: Wired packages/billing/src/components/billing-dashboard/contracts/wizard-steps/ContractBasicsStep.tsx to open QuickAddClient from the contract client picker, merge created clients into the billing client cache, and immediately update wizard state (including default currency) to the new client.
• Validation: npx tsc -p packages/billing/tsconfig.json --noEmit
• 2026-03-08 F021: Wired packages/billing/src/components/billing-dashboard/ManualInvoices.tsx to keep a local clientOptions cache, expose QuickAddClient from the invoice client picker, merge created clients, and auto-select the new client for manual invoice creation.
• Validation: npx tsc -p packages/billing/tsconfig.json --noEmit
• 2026-03-08 F022: Wired packages/assets/src/components/QuickAddAsset.tsx client picker to open QuickAddClient, merge newly created clients into local state, and auto-select the client so asset creation can continue without leaving the modal.
• Validation: npx tsc -p packages/assets/tsconfig.json --noEmit
• 2026-03-08 F023: Extracted the create-only category dialog into packages/tickets/src/components/QuickAddCategory.tsx and exported it from the tickets component surface, preserving the existing create-form structure (name, board/parent selection, footer actions) as reusable UI.
• Validation: npx tsc -p packages/tickets/tsconfig.json --noEmit
• 2026-03-08 F024: QuickAddCategory now accepts preselectedBoardId, seeds the create form with that board, and hides the board selector whenever the consumer already knows the board context.
• Validation: npx tsc -p packages/tickets/tsconfig.json --noEmit
• 2026-03-08 F025: QuickAddCategory renders the required category-name input, conditionally shows the board selector, and keeps the optional parent-category dropdown filtered to top-level categories with board-aware labels/inheritance.
• Validation: npx tsc -p packages/tickets/tsconfig.json --noEmit
• 2026-03-08 F026: QuickAddCategory now validates the create request, calls createCategory with board/parent inheritance, shows a success toast, and hands the created ITicketCategory back through onCategoryCreated so consumers can update local picker state.
• Validation: npx tsc -p packages/tickets/tsconfig.json --noEmit
• 2026-03-08 F027: QuickAddCategory loads boards internally via getAllBoards when the consumer does not pass a board list, while still honoring injected board data from settings or inline ticket forms.
• Validation: npx tsc -p packages/tickets/tsconfig.json --noEmit
• 2026-03-08 F028: Refactored packages/tickets/src/components/settings/CategoriesSettings.tsx so add-category now uses the extracted QuickAddCategory component, while the settings page still owns the edit-only dialog markup and refreshes category data after create.
• Validation: npx tsc -p packages/tickets/tsconfig.json --noEmit
• 2026-03-08 F029: Preserved CategoriesSettings behavior by keeping the existing edit-category path intact, leaving board-change warnings/display-order editing untouched, and refreshing category data after both create and update flows.
• Validation: npx tsc -p packages/tickets/tsconfig.json --noEmit
• 2026-03-08 F030: Added generic onAddNew/addNewLabel support to packages/ui/src/components/TreeSelect.tsx, rendering the separator/button inside the Radix portal content and explicitly closing the dropdown before invoking the consumer callback.
• Validation: npx tsc -p packages/ui/tsconfig.json --noEmit && npx tsc -p packages/tickets/tsconfig.json --noEmit
• 2026-03-08 F031: packages/tickets/src/components/CategoryPicker.tsx now accepts onAddNew and passes it into TreeSelect with a category-specific + Add new category label.
• Validation: npx tsc -p packages/ui/tsconfig.json --noEmit && npx tsc -p packages/tickets/tsconfig.json --noEmit
• 2026-03-08 F032: Wired packages/tickets/src/components/QuickAddTicket.tsx category picker to open QuickAddCategory with boardId preselected, merge the created category into local state, and auto-select it immediately in the ticket form.
• Validation: npx tsc -p packages/tickets/tsconfig.json --noEmit
• 2026-03-08 F033: Wired packages/tickets/src/components/ticket/TicketInfo.tsx category editor to open QuickAddCategory with the effective board context, merge created categories into either saved or pending category state, and set category_id/subcategory_id correctly for newly created parent or child categories.
• Validation: npx tsc -p packages/tickets/tsconfig.json --noEmit
• 2026-03-08 F034: Wired packages/tickets/src/components/TicketingDashboard.tsx category filter to open QuickAddCategory, merge the created category into local filter options, and immediately select the new category while clearing any exclusion state for it.
• Validation: npx tsc -p packages/tickets/tsconfig.json --noEmit
• 2026-03-08 F035: The ticket-details screen now inherits inline category creation through packages/tickets/src/components/ticket/TicketInfo.tsx, which TicketDetails renders with the current ticket board/category context and updated category state.
• Validation: npx tsc -p packages/tickets/tsconfig.json --noEmit
• 2026-03-08 T006: Fixed the packages/tickets Vitest aliases/mocks that QuickAddTicket needs, then validated that clicking + Add new contact in QuickAddTicketPrefill.test.tsx opens the mocked QuickAddContact dialog.
• Validation: cd packages/tickets && npx vitest run --config vitest.config.ts src/components/__tests__/QuickAddTicketPrefill.test.tsx -t "T00[678]"
• 2026-03-08 T007: The same focused QuickAddTicketPrefill coverage now asserts that QuickAddContact receives client-1 as selectedClientId when the add-new contact dialog opens.
• Validation: cd packages/tickets && npx vitest run --config vitest.config.ts src/components/__tests__/QuickAddTicketPrefill.test.tsx -t "T00[678]"
• 2026-03-08 T008: QuickAddTicketPrefill.test.tsx now verifies the full happy path: creating a contact through the mocked QuickAddContact appends it to local picker state and selects contact-new automatically.
• Validation: cd packages/tickets && npx vitest run --config vitest.config.ts src/components/__tests__/QuickAddTicketPrefill.test.tsx -t "T00[678]"
• 2026-03-08 T009: Added packages/tickets/src/components/ticket/__tests__/TicketPropertiesQuickAddContact.test.tsx to open the inline contact editor, trigger + Add new contact, and assert the mocked QuickAddContact dialog opens with ticket.client_id taking precedence over the fallback client context.
• Validation: cd packages/tickets && npx vitest run --config vitest.config.ts src/components/ticket/__tests__/TicketPropertiesQuickAddContact.test.tsx
• 2026-03-08 T010: Added packages/clients/src/components/interactions/QuickAddInteraction.quick-add-contact.contract.test.ts to lock the add-new contact wiring in QuickAddInteraction, including the guarded onAddNew callback and the forwarded selectedClientId into QuickAddContact.
• Validation: cd packages/clients && npx vitest run --config vitest.config.ts src/components/interactions/QuickAddInteraction.quick-add-contact.contract.test.ts
• 2026-03-08 T011: Added packages/clients/src/components/interactions/OverallInteractionsFeed.quick-add-contact.contract.test.ts to pin the filter dialog wiring that opens QuickAddContact, forwards the current client context, and auto-selects the created contact in filter state.
• Validation: cd packages/clients && npx vitest run --config vitest.config.ts src/components/interactions/OverallInteractionsFeed.quick-add-contact.contract.test.ts
• 2026-03-08 T012: Added packages/projects/src/components/ProjectQuickAdd.quick-add-contact.contract.test.ts to lock the ProjectQuickAdd contact-picker wiring that gates onAddNew on a selected client, opens QuickAddContact, and auto-selects the created contact.
• Validation: cd packages/projects && npx vitest run --config vitest.config.ts src/components/ProjectQuickAdd.quick-add-contact.contract.test.ts
• 2026-03-08 T013: Added packages/projects/src/components/Projects.quick-add-contact.contract.test.ts to preserve the projects filter wiring that opens QuickAddContact, forwards the current client filter, and auto-selects the created contact in filter state.
• Validation: cd packages/projects && npx vitest run --config vitest.config.ts src/components/Projects.quick-add-contact.contract.test.ts
• 2026-03-08 T014: Added packages/clients/src/components/clients/ClientDetails.quick-add-contact.contract.test.ts to lock the default-contact picker wiring that opens QuickAddContact for the current client and immediately applies the created contact as the new default.
• Validation: cd packages/clients && npx vitest run --config vitest.config.ts src/components/clients/ClientDetails.quick-add-contact.contract.test.ts
• 2026-03-08 T015: Added packages/clients/src/components/clients/BillingConfigForm.quick-add-contact.contract.test.ts to preserve the billing-contact picker wiring that opens QuickAddContact, passes the current clientId, and clears fallback billing email when a new contact is created.
• Validation: cd packages/clients && npx vitest run --config vitest.config.ts src/components/clients/BillingConfigForm.quick-add-contact.contract.test.ts
• 2026-03-08 T016: Added server/src/components/settings/general/UserManagement.quick-add-contact.contract.test.ts to preserve the invite-contact wiring that opens QuickAddContact, forwards newUser.clientId, and hydrates the new-user form from the created contact.
• Validation: cd server && npx vitest run --config vitest.config.ts --coverage.enabled false src/components/settings/general/UserManagement.quick-add-contact.contract.test.ts
• 2026-03-08 T017: Added server/src/components/settings/integrations/EntraReconciliationQueue.quick-add-contact.contract.test.ts to preserve the EE reconciliation queue wiring that opens QuickAddContact, forwards the mapped client context, and assigns the created contact back to the queued item.
• Validation: cd server && npx vitest run --config vitest.config.ts --coverage.enabled false src/components/settings/integrations/EntraReconciliationQueue.quick-add-contact.contract.test.ts
• 2026-03-08 T018: Added packages/ui/src/components/ClientPicker.test.tsx and verified that ClientPicker renders the bottom separator plus + Add new client action only when onAddNew is supplied.
• Validation: cd packages/ui && npx vitest run --config vitest.config.ts src/components/ClientPicker.test.tsx -t T018
• 2026-03-08 T019: Extended packages/ui/src/components/ClientPicker.test.tsx to verify backward compatibility — the inline + Add new client action stays hidden when onAddNew is omitted.
• Validation: cd packages/ui && npx vitest run --config vitest.config.ts src/components/ClientPicker.test.tsx -t T019
• 2026-03-08 T020: Extended packages/ui/src/components/ClientPicker.test.tsx to verify that clicking + Add new client calls the consumer callback exactly once and closes the dropdown portal.
• Validation: cd packages/ui && npx vitest run --config vitest.config.ts src/components/ClientPicker.test.tsx -t T020
• 2026-03-08 T021: Extended packages/tickets/src/components/__tests__/QuickAddTicketPrefill.test.tsx so the mocked ClientPicker exposes + Add new client and the mocked QuickAddClient dialog, then verified that clicking the picker action opens the client quick-add dialog.
• Validation: cd packages/tickets && npx vitest run --config vitest.config.ts src/components/__tests__/QuickAddTicketPrefill.test.tsx -t T021
• 2026-03-08 T022: Extended QuickAddTicketPrefill.test.tsx again so the mocked QuickAddClient creates a client and closes via onOpenChange(false), then verified QuickAddTicket appends the new client and auto-selects client-new.
• Validation: cd packages/tickets && npx vitest run --config vitest.config.ts src/components/__tests__/QuickAddTicketPrefill.test.tsx -t T022
• 2026-03-08 T023: Added packages/projects/src/components/ProjectQuickAdd.quick-add-client.contract.test.ts to preserve the ProjectQuickAdd client-picker wiring that opens QuickAddClient, merges the created client into local options, auto-selects it, and clears any stale contact selection.
• Validation: cd packages/projects && npx vitest run --config vitest.config.ts src/components/ProjectQuickAdd.quick-add-client.contract.test.ts
• 2026-03-08 T024: Added packages/billing/tests/contract-basics-step.quick-add-client.contract.test.ts to preserve the contract-wizard client picker wiring that opens QuickAddClient, merges the created client, auto-selects it, and updates contract currency from the new client defaults.
• Validation: cd packages/billing && npx vitest run --config vitest.config.ts tests/contract-basics-step.quick-add-client.contract.test.ts
• 2026-03-08 T025: Added packages/billing/tests/manual-invoices.quick-add-client.contract.test.ts to preserve the manual-invoice client picker wiring that opens QuickAddClient, merges created clients into local options, and auto-selects the new client.
• Validation: cd packages/billing && npx vitest run --config vitest.config.ts tests/manual-invoices.quick-add-client.contract.test.ts
• 2026-03-08 T026: Added packages/assets/src/components/QuickAddAsset.quick-add-client.contract.test.ts to preserve the asset quick-add client picker wiring that opens QuickAddClient, merges the created client, auto-selects it, and clears validation state.
• Validation: cd packages/assets && npx vitest run --config vitest.config.ts src/components/QuickAddAsset.quick-add-client.contract.test.ts
• 2026-03-08 T027: Added packages/tickets/src/components/__tests__/QuickAddCategory.test.tsx with a jsdom harness for QuickAddCategory, starting by verifying the create dialog renders the required category-name input.
• Validation: cd packages/tickets && npx vitest run --config vitest.config.ts src/components/__tests__/QuickAddCategory.test.tsx -t T027
• 2026-03-08 T028: Extended QuickAddCategory.test.tsx to verify the board selector is visible in create mode when no preselectedBoardId is supplied.
• Validation: cd packages/tickets && npx vitest run --config vitest.config.ts src/components/__tests__/QuickAddCategory.test.tsx -t T028
• 2026-03-08 T029: Extended QuickAddCategory.test.tsx to verify preselectedBoardId hides the board selector so inline callers can skip redundant board selection.
• Validation: cd packages/tickets && npx vitest run --config vitest.config.ts src/components/__tests__/QuickAddCategory.test.tsx -t T029
• 2026-03-08 T030: Extended QuickAddCategory.test.tsx to verify the parent-category select remains available and is filtered to top-level categories on the active board only.
• Validation: cd packages/tickets && npx vitest run --config vitest.config.ts src/components/__tests__/QuickAddCategory.test.tsx -t T030
• 2026-03-08 T031: Extended QuickAddCategory.test.tsx to submit the dialog, assert createCategory receives the expected payload, and verify onCategoryCreated is called with the returned category.
• Validation: cd packages/tickets && npx vitest run --config vitest.config.ts src/components/__tests__/QuickAddCategory.test.tsx -t T031
• 2026-03-08 T032: Extended QuickAddCategory.test.tsx to verify the dialog blocks submission and surfaces Category name is required when the name field is left blank.
• Validation: cd packages/tickets && npx vitest run --config vitest.config.ts src/components/__tests__/QuickAddCategory.test.tsx -t T032
• 2026-03-08 T033: Extended QuickAddCategory.test.tsx to verify top-level category creation is blocked with Board is required for top-level categories when no board is selected.
• Validation: cd packages/tickets && npx vitest run --config vitest.config.ts src/components/__tests__/QuickAddCategory.test.tsx -t T033
• 2026-03-08 T034: Extended QuickAddCategory.test.tsx to verify that omitting the boards prop triggers an internal getAllBoards() fetch and populates the board selector from the fetched data.
• Validation: cd packages/tickets && npx vitest run --config vitest.config.ts src/components/__tests__/QuickAddCategory.test.tsx -t T034
• 2026-03-08 T035: Added packages/tickets/src/components/settings/__tests__/CategoriesSettings.contract.test.ts to lock the refactor entry point: CategoriesSettings now imports and renders QuickAddCategory for the add dialog.
• Validation: cd packages/tickets && npx vitest run --config vitest.config.ts src/components/settings/__tests__/CategoriesSettings.contract.test.ts -t T035
• 2026-03-08 T036: Extended CategoriesSettings.contract.test.ts to preserve create-flow parity by asserting the extracted QuickAddCategory still receives boards/categories and triggers fetchCategories() after creation.
• Validation: cd packages/tickets && npx vitest run --config vitest.config.ts src/components/settings/__tests__/CategoriesSettings.contract.test.ts -t T036
• 2026-03-08 T037: Extended CategoriesSettings.contract.test.ts to preserve edit-flow parity, asserting the inline edit dialog remains, updateCategory is still called for edits, and categories refresh after update.
• Validation: cd packages/tickets && npx vitest run --config vitest.config.ts src/components/settings/__tests__/CategoriesSettings.contract.test.ts -t T037
• 2026-03-08 T038: Added packages/ui/src/components/TreeSelect.contract.test.ts to lock the new add-new UI block in TreeSelect, including the separator, Plus icon, and configurable label.
• Validation: cd packages/ui && npx vitest run --config vitest.config.ts src/components/TreeSelect.contract.test.ts -t T038
• 2026-03-08 T039: Extended TreeSelect.contract.test.ts to assert the add-new UI stays fully gated behind the optional onAddNew prop and its default addNewLabel.
• Validation: cd packages/ui && npx vitest run --config vitest.config.ts src/components/TreeSelect.contract.test.ts -t T039
• 2026-03-08 T040: Added packages/tickets/src/components/CategoryPicker.contract.test.ts to lock the CategoryPicker passthrough wiring into TreeSelect, including the category-specific add-new label.
• Validation: cd packages/tickets && npx vitest run --config vitest.config.ts src/components/CategoryPicker.contract.test.ts -t T040
• 2026-03-08 T041: Extended QuickAddTicketPrefill.test.tsx with CategoryPicker/QuickAddCategory mocks so the ticket form now verifies + Add new category opens the category quick-add dialog with board-1 preselected.
• Validation: cd packages/tickets && npx vitest run --config vitest.config.ts src/components/__tests__/QuickAddTicketPrefill.test.tsx -t T041
• 2026-03-08 T042: Added packages/tickets/src/components/QuickAddTicket.category.contract.test.ts to lock the post-create category wiring in QuickAddTicket: created categories merge into local state, become the selected category, clear submission errors, and close the inline dialog.
• Validation: cd packages/tickets && npx vitest run --config vitest.config.ts src/components/QuickAddTicket.category.contract.test.ts -t T042
• 2026-03-08 T043: Added packages/tickets/src/components/ticket/__tests__/TicketCategoryConsumer.contract.test.ts to preserve TicketInfo wiring into QuickAddCategory, including the effective board preselection and post-create category selection updates.
• Validation: cd packages/tickets && npx vitest run --config vitest.config.ts src/components/ticket/__tests__/TicketCategoryConsumer.contract.test.ts -t T043
• 2026-03-08 T044: Added packages/tickets/src/components/TicketingDashboard.category.contract.test.ts to preserve dashboard filter wiring into QuickAddCategory, including board-context preselection and immediate category filter selection after create.
• Validation: cd packages/tickets && npx vitest run --config vitest.config.ts src/components/TicketingDashboard.category.contract.test.ts -t T044
• 2026-03-08 T045: Extended TicketCategoryConsumer.contract.test.ts to confirm TicketDetails inherits inline category creation via TicketInfo, passing through the live ticket and initial category context that TicketInfo uses for board-aware quick-add.
• Validation: cd packages/tickets && npx vitest run --config vitest.config.ts src/components/ticket/__tests__/TicketCategoryConsumer.contract.test.ts -t T045
• 2026-03-08 T046: Added a minimal root jest.config.cjs to ignore collision-heavy generated folders (dist/, .ai/, nested eslint-plugin package copies) and set passWithNoTests, then renamed the Vitest-only picker spec filenames so the PRD’s Jest path-pattern command stops picking them up.
• Validation: npx jest --testPathPattern='QuickAddTicket|ContactPicker|TicketProperties|ClientPicker|CategoryPicker'