make categories global

MEAL_PLAN.md

@@ -1,6 +1,6 @@
 # Meal Feature Plan
 
-Status: planning (not yet implemented)
+Status: Part A implemented; Parts B–F not yet implemented
 
 This plan adds the concept of a **meal** to Sustenance. A meal has a name, an
 optional description/recipe (markdown), and a list of ingredients. Meals are
@@ -14,11 +14,13 @@ The plan is split into parts so each can be implemented and tested independently
 
 ## Part A — Refactor categories to be global
 
+**Status: implemented**
+
 Currently `categories` are per-list (`categories.list_id`, with a
 `UNIQUE (list_id, name)` constraint). Since meals are global and ingredients
 reference categories, categories become global too.
 
-### Schema change (in `migrate` in `src/sqlite.rs`)
+### Schema change (in `migrate` in `src/sqlite.rs`) — done
 
 ```sql
 categories (
@@ -29,27 +31,26 @@ categories (
 )
 ```
 
-- Drop `list_id`; `name` becomes globally unique.
+- Dropped `list_id`; `name` is globally unique.
 - `items.category_id` stays a FK to `categories(id)` — unchanged.
-- **Migration concern:** the current `CREATE TABLE IF NOT EXISTS` won't alter an
-  existing DB. Need a real migration (or accept recreating the dev DB).
+- Default categories are now seeded once at startup via `seed_default_categories`
+  (called from `SqliteDatabase::open` / `open_in_memory`).
+- **Migration:** since `CREATE TABLE IF NOT EXISTS` won't reshape an existing DB,
+  the dev DB is recreated (see Open decisions).
 
-### Repo / port changes (`CategoryRepository` in `src/ports.rs`)
+### Repo / port changes (`CategoryRepository` in `src/ports.rs`) — done
 
-- `categories(txn)` → returns **all** global categories (no `list_id` param).
+- `categories(txn)` → returns all global categories (no `list_id` param).
 - `create_category(txn, name)` → global, no `list_id`, no per-list revision bump.
-- Add `category_by_name(txn, name)` for resolving ingredient categories.
-- `ListRepository::create_list` **no longer seeds** default categories (they're
-  global now). Default categories become a one-time seed at startup instead.
+- Added `category_by_name(txn, name)` for resolving ingredient categories.
+- `ListRepository::create_list` no longer seeds default categories.
 
-### Service / HTTP changes
+### Service / HTTP changes — done
 
 - `ListService::categories()` no longer takes `list_id`.
-- `create_category` handler moves from `/lists/{list_id}/categories` to a global
-  `/categories` route (or a categories management page).
-- The list page's categories panel now shows the global category set.
-- `create_category` no longer bumps a list revision (not list-scoped anymore),
-  so no realtime event for it.
+- `create_category` handler moved to a global `POST /categories` route.
+- The list page's categories panel shows the global category set.
+- `create_category` no longer bumps a list revision, so no realtime event for it.
 
 ---
 
@@ -157,7 +158,11 @@ Implemented as an htmx-powered modal that fetches a meal list/search fragment.
 1. **Migration handling for the category refactor** — since `CREATE TABLE IF NOT
    EXISTS` won't reshape an existing DB, write a proper migration, or is it fine
    to drop/recreate the dev DB?
+   **Resolution (Part A):** drop/recreate the dev DB. The app was never
+   deployed, so there is no production data to preserve.
 2. **Category management UI** — with categories now global, do we want a
    dedicated categories page (e.g. `/categories`) to add/rename/delete them, or
    keep it minimal (just the add form on the list page, now creating global
    categories)?
+   **Resolution (Part A):** keep it minimal — the add form stays on the list
+   page's categories panel, now posting to the global `POST /categories` route.

README.md

@@ -45,7 +45,7 @@ The file is optional — if it is missing or invalid, seeding is silently skippe
 - Shared lists with one-time, seven-day invitation links
 - Invite-only registration by default after the first account
 - Add, edit, check, and delete grocery items
-- List-scoped categories with common defaults and custom category creation
+- Global categories with common defaults seeded at startup and custom category creation
 - Items grouped by category and assigned from the add/edit forms
 - Server-authoritative last-write-wins updates
 - Per-list WebSocket updates with server-rendered htmx fragments

src/http.rs

@@ -74,7 +74,7 @@ pub fn build_router(state: AppState) -> Router {
         .route("/lists/{list_id}/items/{item_id}/check", post(check_item))
         .route("/lists/{list_id}/items/{item_id}/edit", post(edit_item))
         .route("/lists/{list_id}/items/{item_id}/delete", post(delete_item))
-        .route("/lists/{list_id}/categories", post(create_category))
+        .route("/categories", post(create_category))
         .route("/invitations", post(create_invitation))
         .route("/lists/{list_id}/stream", get(list_stream))
         .route("/invite/{token}", get(invitation_page))
@@ -361,7 +361,7 @@ async fn list_page(
 ) -> Result<Response, AppError> {
     let access = require_list(&state, list_id).await?;
     let items = state.lists.items(list_id).await?;
-    let categories = state.lists.categories(list_id).await?;
+    let categories = state.lists.categories().await?;
     let presence = state.realtime.presence(list_id).await;
     Ok(html_response(views::list_page(
         &user.session.user,
@@ -460,28 +460,17 @@ async fn delete_item(
 async fn create_category(
     State(state): State<AppState>,
     user: CurrentUser,
-    Path(list_id): Path<i64>,
     LoggedForm(form): LoggedForm<CategoryForm>,
 ) -> Result<Response, AppError> {
     verify_csrf(&user, &form.csrf)?;
-    require_list(&state, list_id).await?;
     let name = form.name.trim().to_owned();
     if name.is_empty() || name.chars().count() > 60 {
         return Err(AppError::BadRequest(
             "Category names must be between 1 and 60 characters.".into(),
         ));
     }
-    state.lists.create_category(list_id, name).await?;
-
-    let access = require_list(&state, list_id).await?;
-    let items = state.lists.items(list_id).await?;
-    let categories = state.lists.categories(list_id).await?;
-    Ok(html_response(views::category_created(
-        &access,
-        &items,
-        &categories,
-        &user.session.csrf_token,
-    )))
+    state.lists.create_category(name).await?;
+    Ok(Redirect::to("/lists").into_response())
 }
 
 async fn create_invitation(
@@ -647,7 +636,7 @@ async fn websocket_snapshot(
 ) -> Result<String, AppError> {
     let access = require_list(state, list_id).await?;
     let items = state.lists.items(list_id).await?;
-    let categories = state.lists.categories(list_id).await?;
+    let categories = state.lists.categories().await?;
     Ok(
         views::live_list_fragments(&access, &items, &categories, &user.session.csrf_token)
             .into_string()
@@ -662,7 +651,7 @@ async fn websocket_list_update(
 ) -> Result<String, AppError> {
     let access = require_list(state, list_id).await?;
     let items = state.lists.items(list_id).await?;
-    let categories = state.lists.categories(list_id).await?;
+    let categories = state.lists.categories().await?;
     Ok(
         views::live_list_fragments(&access, &items, &categories, &user.session.csrf_token)
             .into_string(),
@@ -676,7 +665,7 @@ async fn list_fragment_response(
 ) -> Result<Response, AppError> {
     let access = require_list(state, list_id).await?;
     let items = state.lists.items(list_id).await?;
-    let categories = state.lists.categories(list_id).await?;
+    let categories = state.lists.categories().await?;
     Ok(html_response(views::list_items_fragment(
         &access,
         &items,

src/ports.rs

@@ -60,17 +60,17 @@ pub trait ListRepository: Send + Sync {
 
 #[async_trait]
 pub trait CategoryRepository: Send + Sync {
-    async fn categories(
-        &self,
-        txn: &mut SqliteConnection,
-        list_id: i64,
-    ) -> DomainResult<Vec<Category>>;
+    async fn categories(&self, txn: &mut SqliteConnection) -> DomainResult<Vec<Category>>;
     async fn create_category(
         &self,
         txn: &mut SqliteConnection,
-        list_id: i64,
         name: String,
     ) -> DomainResult<i64>;
+    async fn category_by_name(
+        &self,
+        txn: &mut SqliteConnection,
+        name: String,
+    ) -> DomainResult<Option<Category>>;
 }
 
 #[async_trait]

src/services.rs

@@ -187,10 +187,10 @@ impl ListService {
             .await
     }
 
-    pub async fn categories(&self, list_id: i64) -> DomainResult<Vec<crate::domain::Category>> {
+    pub async fn categories(&self) -> DomainResult<Vec<crate::domain::Category>> {
         let categories = Arc::clone(&self.categories);
         self.db
-            .run(move |txn| Box::pin(async move { categories.categories(txn, list_id).await }))
+            .run(move |txn| Box::pin(async move { categories.categories(txn).await }))
             .await
     }
 
@@ -270,16 +270,11 @@ impl ListService {
         Ok(revision)
     }
 
-    pub async fn create_category(&self, list_id: i64, name: String) -> DomainResult<i64> {
+    pub async fn create_category(&self, name: String) -> DomainResult<i64> {
         let categories = Arc::clone(&self.categories);
-        let revision = self
-            .db
-            .run(move |txn| {
-                Box::pin(async move { categories.create_category(txn, list_id, name).await })
-            })
-            .await?;
-        self.realtime.publish_list_changed(list_id, revision).await;
-        Ok(revision)
+        self.db
+            .run(move |txn| Box::pin(async move { categories.create_category(txn, name).await }))
+            .await
     }
 }
 

src/sqlite.rs

@@ -27,6 +27,7 @@ impl SqliteDatabase {
             .create_if_missing(true);
         let pool = SqlitePool::connect_with(options).await.map_err(db_error)?;
         migrate(&pool).await?;
+        seed_default_categories(&pool).await?;
         Ok(Self { pool })
     }
 
@@ -52,6 +53,7 @@ impl SqliteDatabase {
             .create_if_missing(true);
         let pool = SqlitePool::connect_with(options).await.map_err(db_error)?;
         migrate(&pool).await?;
+        seed_default_categories(&pool).await?;
         Ok(Self { pool })
     }
 }
@@ -109,11 +111,9 @@ async fn migrate(pool: &SqlitePool) -> DomainResult<()> {
         );
         CREATE TABLE IF NOT EXISTS categories (
             id INTEGER PRIMARY KEY AUTOINCREMENT,
-            list_id INTEGER NOT NULL REFERENCES lists(id) ON DELETE CASCADE,
-            name TEXT NOT NULL COLLATE NOCASE,
+            name TEXT NOT NULL UNIQUE COLLATE NOCASE,
             position INTEGER NOT NULL DEFAULT 0,
-            created_at INTEGER NOT NULL,
-            UNIQUE (list_id, name)
+            created_at INTEGER NOT NULL
         );
         CREATE TABLE IF NOT EXISTS invitations (
             token_hash TEXT PRIMARY KEY,
@@ -134,7 +134,6 @@ async fn migrate(pool: &SqlitePool) -> DomainResult<()> {
             updated_at INTEGER NOT NULL
         );
         CREATE INDEX IF NOT EXISTS items_list_idx ON items(list_id);
-        CREATE INDEX IF NOT EXISTS categories_list_idx ON categories(list_id);
         CREATE INDEX IF NOT EXISTS sessions_user_idx ON sessions(user_id);",
     )
     .execute(pool)
@@ -143,6 +142,28 @@ async fn migrate(pool: &SqlitePool) -> DomainResult<()> {
     Ok(())
 }
 
+/// Inserts the default global categories once, if the categories table is empty.
+async fn seed_default_categories(pool: &SqlitePool) -> DomainResult<()> {
+    let count: i64 = sqlx::query("SELECT COUNT(*) FROM categories")
+        .fetch_one(pool)
+        .await
+        .map_err(db_error)?
+        .get(0);
+    if count > 0 {
+        return Ok(());
+    }
+    for (position, category_name) in DEFAULT_CATEGORIES.iter().enumerate() {
+        sqlx::query("INSERT INTO categories (name, position, created_at) VALUES (?1, ?2, ?3)")
+            .bind(category_name)
+            .bind(position as i64)
+            .bind(now())
+            .execute(pool)
+            .await
+            .map_err(db_error)?;
+    }
+    Ok(())
+}
+
 #[derive(Clone, Copy)]
 pub struct SqliteUserRepository;
 
@@ -323,19 +344,6 @@ impl ListRepository for SqliteListRepository {
             .await
             .map_err(db_error)?
             .get::<i64, _>(0);
-        for (position, category_name) in DEFAULT_CATEGORIES.iter().enumerate() {
-            sqlx::query(
-                "INSERT INTO categories (list_id, name, position, created_at)
-                 VALUES (?1, ?2, ?3, ?4)",
-            )
-            .bind(list_id)
-            .bind(category_name)
-            .bind(position as i64)
-            .bind(now())
-            .execute(&mut *txn)
-            .await
-            .map_err(db_error)?;
-        }
         Ok(GroceryList {
             id: list_id,
             name,
@@ -370,18 +378,12 @@ pub struct SqliteCategoryRepository;
 
 #[async_trait]
 impl CategoryRepository for SqliteCategoryRepository {
-    async fn categories(
-        &self,
-        txn: &mut SqliteConnection,
-        list_id: i64,
-    ) -> DomainResult<Vec<Category>> {
+    async fn categories(&self, txn: &mut SqliteConnection) -> DomainResult<Vec<Category>> {
         let rows = sqlx::query(
             "SELECT id, name
              FROM categories
-             WHERE list_id = ?1
              ORDER BY position ASC, name COLLATE NOCASE ASC",
         )
-        .bind(list_id)
         .fetch_all(&mut *txn)
         .await
         .map_err(db_error)?;
@@ -397,23 +399,17 @@ impl CategoryRepository for SqliteCategoryRepository {
     async fn create_category(
         &self,
         txn: &mut SqliteConnection,
-        list_id: i64,
         name: String,
     ) -> DomainResult<i64> {
-        let position: i64 = sqlx::query(
-            "SELECT COALESCE(MAX(position), -1) + 1
-             FROM categories WHERE list_id = ?1",
-        )
-        .bind(list_id)
-        .fetch_one(&mut *txn)
-        .await
-        .map_err(db_error)?
-        .get(0);
+        let position: i64 = sqlx::query("SELECT COALESCE(MAX(position), -1) + 1 FROM categories")
+            .fetch_one(&mut *txn)
+            .await
+            .map_err(db_error)?
+            .get(0);
         let result = sqlx::query(
-            "INSERT INTO categories (list_id, name, position, created_at)
-             VALUES (?1, ?2, ?3, ?4)",
+            "INSERT INTO categories (name, position, created_at)
+             VALUES (?1, ?2, ?3)",
         )
-        .bind(list_id)
         .bind(&name)
         .bind(position)
         .bind(now())
@@ -424,7 +420,32 @@ impl CategoryRepository for SqliteCategoryRepository {
             Err(error) if is_unique_violation(&error) => return Err(DomainError::Conflict),
             Err(error) => return Err(db_error(error)),
         }
-        bump_revision(txn, list_id).await
+        let id = sqlx::query("SELECT last_insert_rowid()")
+            .fetch_one(&mut *txn)
+            .await
+            .map_err(db_error)?
+            .get::<i64, _>(0);
+        Ok(id)
+    }
+
+    async fn category_by_name(
+        &self,
+        txn: &mut SqliteConnection,
+        name: String,
+    ) -> DomainResult<Option<Category>> {
+        let row = sqlx::query(
+            "SELECT id, name
+             FROM categories
+             WHERE name = ?1 COLLATE NOCASE",
+        )
+        .bind(&name)
+        .fetch_optional(&mut *txn)
+        .await
+        .map_err(db_error)?;
+        Ok(row.map(|row| Category {
+            id: row.get(0),
+            name: row.get(1),
+        }))
     }
 }
 
@@ -468,7 +489,7 @@ impl ItemRepository for SqliteItemRepository {
         note: String,
         category_id: Option<i64>,
     ) -> DomainResult<i64> {
-        ensure_category(txn, list_id, category_id).await?;
+        ensure_category(txn, category_id).await?;
         let position: i64 =
             sqlx::query("SELECT COALESCE(MAX(position), -1) + 1 FROM items WHERE list_id = ?1")
                 .bind(list_id)
@@ -530,7 +551,7 @@ impl ItemRepository for SqliteItemRepository {
         note: String,
         category_id: Option<i64>,
     ) -> DomainResult<i64> {
-        ensure_category(txn, list_id, category_id).await?;
+        ensure_category(txn, category_id).await?;
         let changed = sqlx::query(
             "UPDATE items
              SET name = ?1, quantity = ?2, note = ?3, category_id = ?4,
@@ -641,15 +662,13 @@ impl InvitationRepository for SqliteInvitationRepository {
 
 async fn ensure_category(
     txn: &mut SqliteConnection,
-    list_id: i64,
     category_id: Option<i64>,
 ) -> DomainResult<()> {
     let Some(category_id) = category_id else {
         return Ok(());
     };
-    let row = sqlx::query("SELECT 1 FROM categories WHERE id = ?1 AND list_id = ?2")
+    let row = sqlx::query("SELECT 1 FROM categories WHERE id = ?1")
         .bind(category_id)
-        .bind(list_id)
         .fetch_optional(&mut *txn)
         .await
         .map_err(db_error)?;
@@ -782,11 +801,11 @@ mod tests {
         .unwrap()
     }
 
-    async fn get_categories(db: &SqliteDatabase, list_id: i64) -> Vec<Category> {
+    async fn get_categories(db: &SqliteDatabase) -> Vec<Category> {
         let categories = SqliteCategoryRepository;
         db.run(move |txn| {
             let categories = categories.clone();
-            Box::pin(async move { categories.categories(txn, list_id).await })
+            Box::pin(async move { categories.categories(txn).await })
         })
         .await
         .unwrap()
@@ -985,12 +1004,15 @@ mod tests {
     // ---- ListRepository ----
 
     #[tokio::test]
-    async fn create_list_seeds_default_categories() {
+    async fn create_list_does_not_seed_categories() {
         let db = setup().await;
+        // Default categories are seeded globally at startup.
+        let before = get_categories(&db).await.len();
         let list = create_list(&db, "Weekly shop").await;
         assert!(list.id > 0);
         assert_eq!(list.revision, 0);
-        assert_eq!(get_categories(&db, list.id).await.len(), 6);
+        // Categories are global now; creating a list must not add any.
+        assert_eq!(get_categories(&db).await.len(), before);
     }
 
     #[tokio::test]
@@ -1038,39 +1060,36 @@ mod tests {
     // ---- CategoryRepository ----
 
     #[tokio::test]
-    async fn create_category_adds_and_bumps_revision() {
+    async fn create_category_is_global_and_returns_id() {
         let db = setup().await;
-        let list = create_list(&db, "Weekly shop").await;
         let categories = SqliteCategoryRepository;
-        let revision = db
+        let id = db
             .run(move |txn| {
                 let categories = categories.clone();
                 Box::pin(async move {
                     categories
-                        .create_category(txn, list.id, "Bakery".into())
+                        .create_category(txn, "Bakery".into())
                         .await
                 })
             })
             .await
             .unwrap();
-        assert_eq!(revision, 1);
+        assert!(id > 0);
 
-        let cats = get_categories(&db, list.id).await;
-        assert_eq!(cats.len(), 7);
+        let cats = get_categories(&db).await;
         assert!(cats.iter().any(|c| c.name == "Bakery"));
     }
 
     #[tokio::test]
     async fn create_duplicate_category_conflicts() {
         let db = setup().await;
-        let list = create_list(&db, "Weekly shop").await;
         let categories = SqliteCategoryRepository;
         let result = db
             .run(move |txn| {
                 let categories = categories.clone();
                 Box::pin(async move {
                     categories
-                        .create_category(txn, list.id, "Produce".into())
+                        .create_category(txn, "Produce".into())
                         .await
                 })
             })
@@ -1078,6 +1097,24 @@ mod tests {
         assert!(matches!(result, Err(DomainError::Conflict)));
     }
 
+    #[tokio::test]
+    async fn category_by_name_resolves_globally() {
+        let db = setup().await;
+        let categories = SqliteCategoryRepository;
+        let found = db
+            .run(move |txn| {
+                let categories = categories.clone();
+                Box::pin(async move {
+                    categories
+                        .category_by_name(txn, "produce".into())
+                        .await
+                })
+            })
+            .await
+            .unwrap();
+        assert_eq!(found.unwrap().name, "Produce");
+    }
+
     // ---- ItemRepository ----
 
     #[tokio::test]

src/views.rs

@@ -175,7 +175,7 @@ pub fn list_page(
                 }
                 aside class="side-column" {
                     (presence_panel(presence, false))
-                    (categories_panel(list, categories, csrf_token, false))
+                    (categories_panel(categories, csrf_token, false))
                     section class="panel tip-panel" {
                         span class="tip-label" { "TIP" }
                         p { "Check items off as you go. Everyone viewing this list will see it instantly." }
@@ -395,7 +395,6 @@ fn category_options(categories: &[Category], selected: Option<i64>) -> Markup {
 }
 
 pub fn categories_panel(
-    list: &GroceryList,
     categories: &[Category],
     csrf_token: &str,
     out_of_band: bool,
@@ -407,10 +406,10 @@ pub fn categories_panel(
         }
         p { "Organize items by aisle or shopping area." }
         form
-            hx-post=(format!("/lists/{}/categories", list.id))
+            hx-post="/categories"
             hx-target="#category-result"
             hx-swap="innerHTML"
-            hx-on::after-request="if (event.detail.successful) this.reset()"
+            hx-on::after-request="if (event.detail.successful) window.location.reload()"
             class="category-form"
         {
             input type="hidden" name="csrf" value=(csrf_token);
@@ -448,19 +447,7 @@ pub fn live_list_fragments(
 ) -> Markup {
     html! {
         (list_content_fragment(list, items, categories, csrf_token, true))
-        (categories_panel(list, categories, csrf_token, true))
-    }
-}
-
-pub fn category_created(
-    list: &GroceryList,
-    items: &[Item],
-    categories: &[Category],
-    csrf_token: &str,
-) -> Markup {
-    html! {
-        p class="category-success" { "Category added." }
-        (live_list_fragments(list, items, categories, csrf_token))
+        (categories_panel(categories, csrf_token, true))
     }
 }