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release: promote CLAUDE.md optimization and docs updates to main#1381

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steilerDev merged 7 commits intomainfrom
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Apr 29, 2026
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release: promote CLAUDE.md optimization and docs updates to main#1381
steilerDev merged 7 commits intomainfrom
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Release Summary

Catchup promotion of two post-release commits that landed on beta after the v2.4.2 promotion (PR #1377): the documentation site update for v2.4.2 and an implementation checklist update with E2E lessons learned.

No user-facing code changes are included.

Changes

Docs

Chores

Change Inventory

Backend (server/, shared/)

No changes.

Frontend (client/)

No changes.

E2E Tests (e2e/)

No changes.

Docs / Config

  • docs/src/guides/budget/budget-overview.md — budget overview guide
  • docs/src/guides/documents/linking-documents.md — document linking guide
  • RELEASE_SUMMARY.md — v2.4.2 release summary
  • .claude/checklists/implementation-checklist.md — E2E assertion and locator patterns

Manual Validation Checklist

  • Visit the docs site (GitHub Pages) after merge and confirm the budget overview and document-linking guides are present and render correctly
  • No user-facing behaviour has changed — no smoke test needed beyond CI

Testing

  • DockerHub beta image: docker pull steilerdev/cornerstone:beta
  • PR-specific image: will be available at docker pull steilerdev/cornerstone:pr-<pr-number> once CI runs

steilerDev and others added 2 commits April 28, 2026 12:33
Update user-facing docs to reflect the v2.4.2 bug-fix release:

- budget-overview.md: clarify that the source filter recalculates the
  Available Funds and Remaining Budget (Cost + Net) totals and the
  Pending/Paid/Quotation summary cards in real time, and that deselected
  source rows are hidden from print output.
- linking-documents.md: document the "Hide already-linked documents"
  checkbox and note it now defaults to unchecked, so re-linking is no
  longer gated by clearing the filter.
- RELEASE_SUMMARY.md: rewrite as a v2.4.2 changelog covering all six
  bug fixes (#1366 source filter totals, #1369 picker default, #1370
  scroll wheel, #1371 VAT round-trip, #1372 vendor blur, #1373 summary
  cards refresh).

Verified .env.example is in sync with server/src/plugins/config.ts and
all process.env.* references in server/src.

Co-authored-by: Frank Steiler <frank@steiler.de>
Co-authored-by: Claude docs-writer (Opus 4.6) <noreply@anthropic.com>
… lessons (#1379)

Two patterns added from v2.4.2 release fix loop:
- Post-mutation assertions must use Playwright retrying assertions (toContainText)
  not textContent() + sync expect — waitForResponse resolves before React re-renders
- Text regex locators must be updated when UI labels change; prefer data-testid
  or broad patterns resilient to minor rewording

Co-authored-by: Frank Steiler <frank@steiler.de>
Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>
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Detailed Validation

This promotion contains only documentation and internal checklist updates. No user-facing behaviour changed.

Docs site (after merge)

  1. GitHub Pages will rebuild automatically after merge to main
  2. Visit the docs site and navigate to Guides → Budget → Budget Overview — confirm the page loads and covers budget concepts
  3. Navigate to Guides → Documents → Linking Documents — confirm the page loads and covers the Paperless-ngx document-linking workflow

No regression testing required

All user-facing features are unchanged. CI (Quality Gates + E2E Gates) is the primary gate.

- Reduce file from 528 to 468 lines (~11% smaller)
- Merge two i18n sections into one (Internationalization & Translation)
- Condense Coverage Enforcement from 3 subsections to 3 bullets
- Merge Sandbox Test Constraints into Local Validation Policy
- Remove Package Dependency Graph and Build Order subsections (derivable from code)
- Trim orchestrator delegation list (references Agent Team table instead)
- Remove Prerequisites subsection (obvious from Tech Stack table)
- Condense Documentation Site subsection to one line
- Condense Acceptance & Validation narrative
- Fix env vars table: remove unused CLIENT_DEV_PORT; add 9 missing vars
  (SESSION_DURATION, SECURE_COOKIES, TRUST_PROXY, OIDC_ISSUER, OIDC_CLIENT_ID,
  OIDC_CLIENT_SECRET, PHOTO_MAX_FILE_SIZE_MB, PHOTO_STORAGE_PATH, DIARY_AUTO_EVENTS)

Co-authored-by: Frank Steiler <frank@steiler.de>
Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>
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🎉 This PR is included in version 2.4.3-beta.3 🎉

The release is available on GitHub release

Your semantic-release bot 📦🚀

@steilerDev steilerDev enabled auto-merge April 29, 2026 06:10
@steilerDev steilerDev changed the title release: promote docs and checklist updates to main release: promote CLAUDE.md optimization and docs updates to main Apr 29, 2026
@steilerDev steilerDev closed this Apr 29, 2026
auto-merge was automatically disabled April 29, 2026 06:21

Pull request was closed

@steilerDev steilerDev reopened this Apr 29, 2026
Co-authored-by: Frank Steiler <frank@steiler.de>
Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>
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🎉 This PR is included in version 2.4.3-beta.4 🎉

The release is available on GitHub release

Your semantic-release bot 📦🚀

@steilerDev steilerDev enabled auto-merge April 29, 2026 06:44
Co-authored-by: Frank Steiler <frank@steiler.de>
Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>
@steilerDev steilerDev merged commit 17e1993 into main Apr 29, 2026
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🎉 This PR is included in version 2.4.3 🎉

The release is available on GitHub release

Your semantic-release bot 📦🚀

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🎉 This PR is included in version 2.4.3-beta.5 🎉

The release is available on GitHub release

Your semantic-release bot 📦🚀

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