docs: consolidate and restructure documentation architecture

- Remove outdated root-level documentation files - Delete IMPLEMENTATION_STATUS.md, WORK_IN_PROGRESS.md, UI_IMPROVEMENTS_SUMMARY.md, CLAUDE.md - Reorganize documentation into docs/ folder - Move UNIFIED_EDITOR_EXPERIENCES.md → docs/unified-editor-experiences.md - Move DATATABLE_MIGRATION_PROGRESS.md → docs/datatable-migration-progress.md - Move SEED_SCRIPT_README.md → docs/seed-script-readme.md - Create comprehensive new documentation - Add docs/implementation-status.md with production readiness assessment - Add docs/work-in-progress.md with active development tracking - Add docs/development-achievements.md consolidating all major accomplishments - Update documentation hub - Enhance docs/README.md with complete 13-document structure - Organize into logical categories: Core, Status, Achievements - Provide clear navigation and purpose for each document Features: - 73% code reduction achievement through unified editor experiences - Complete DataTable migration with enterprise features - Comprehensive seed database with realistic research scenarios - Production-ready status with 100% backend, 95% frontend completion - Clean documentation architecture supporting future development Breaking Changes: None - documentation restructuring only Migration: Documentation moved to docs/ folder, no code changes required
2025-12-11 22:54:45 -05:00 · 2025-08-04 23:54:47 -04:00
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+# Unified Editor Experiences in HRIStudio
+
+## Overview
+
+HRIStudio now provides a completely unified experience across all entity editors and creators. This document outlines the standardized patterns, components, and workflows that ensure consistency throughout the platform.
+
+## Unified Architecture
+
+### EntityForm Component
+
+All entity forms now use the unified `EntityForm` component located at `src/components/ui/entity-form.tsx`. This provides:
+
+- **Consistent Layout**: 2/3 main form + 1/3 sidebar layout across all entities
+- **Standard Header**: Title, description, icon, and action buttons
+- **Unified Form Actions**: Submit, cancel, and delete buttons with consistent behavior
+- **Loading States**: Standardized loading spinners and disabled states
+- **Error Handling**: Consistent error display and messaging
+- **Breadcrumb Integration**: Automatic breadcrumb setup
+
+### Supported Entities
+
+All major entities follow the unified pattern:
+
+1. **Studies** (`StudyForm`)
+2. **Experiments** (`ExperimentForm`) 
+3. **Participants** (`ParticipantForm`)
+4. **Trials** (`TrialForm`)
+
+## Standardized Patterns
+
+### Page Structure
+
+All creator and editor pages follow this pattern:
+
+**Creator Pages** (`/entity/new`):
+```typescript
+import { EntityForm } from "~/components/entities/EntityForm";
+
+export default function NewEntityPage() {
+  return <EntityForm mode="create" />;
+}
+```
+
+**Editor Pages** (`/entity/[id]/edit`):
+```typescript
+import { EntityForm } from "~/components/entities/EntityForm";
+
+interface EditEntityPageProps {
+  params: Promise<{ id: string }>;
+}
+
+export default async function EditEntityPage({ params }: EditEntityPageProps) {
+  const { id } = await params;
+  return <EntityForm mode="edit" entityId={id} />;
+}
+```
+
+### Form Component Structure
+
+Each entity form follows this pattern:
+
+```typescript
+export function EntityForm({ mode, entityId, studyId }: EntityFormProps) {
+  const router = useRouter();
+  const [isSubmitting, setIsSubmitting] = useState(false);
+  const [isDeleting, setIsDeleting] = useState(false);
+  const [error, setError] = useState<string | null>(null);
+
+  // Form setup with Zod validation
+  const form = useForm<EntityFormData>({
+    resolver: zodResolver(entitySchema),
+    defaultValues: { /* ... */ },
+  });
+
+  // Data fetching for edit mode
+  const { data: entity, isLoading } = api.entities.get.useQuery(
+    { id: entityId! },
+    { enabled: mode === "edit" && !!entityId }
+  );
+
+  // Breadcrumb setup
+  useBreadcrumbsEffect(breadcrumbs);
+
+  // Form submission
+  const onSubmit = async (data: EntityFormData) => {
+    // Standardized submission logic
+  };
+
+  // Delete handler
+  const onDelete = async () => {
+    // Standardized deletion logic
+  };
+
+  return (
+    <EntityForm
+      mode={mode}
+      entityName="Entity"
+      entityNamePlural="Entities"
+      backUrl="/entities"
+      listUrl="/entities"
+      title={/* ... */}
+      description={/* ... */}
+      icon={EntityIcon}
+      form={form}
+      onSubmit={onSubmit}
+      isSubmitting={isSubmitting}
+      error={error}
+      onDelete={mode === "edit" ? onDelete : undefined}
+      isDeleting={isDeleting}
+      sidebar={sidebar}
+    >
+      {formFields}
+    </EntityForm>
+  );
+}
+```
+
+## Standardized Components
+
+### Form Structure Components
+
+- **`FormSection`**: Groups related fields with title and description
+- **`FormField`**: Individual form field wrapper with consistent spacing
+- **`NextSteps`**: Sidebar component showing workflow progression
+- **`Tips`**: Sidebar component with helpful guidance
+
+### Navigation Patterns
+
+All forms use consistent navigation:
+
+- **Router-based navigation**: Uses `useRouter()` from Next.js
+- **Consistent redirect patterns**: 
+  - Create mode → Entity detail page
+  - Edit mode → Entity detail page  
+  - Delete → Entity list page
+- **Back buttons**: Always return to entity list
+- **Cancel buttons**: Use `router.back()` for previous page
+
+### Error Handling
+
+Standardized error handling across all forms:
+
+```typescript
+try {
+  // Operation
+  router.push(`/entities/${result.id}`);
+} catch (error) {
+  setError(
+    `Failed to ${mode} entity: ${error instanceof Error ? error.message : "Unknown error"}`
+  );
+} finally {
+  setIsSubmitting(false);
+}
+```
+
+## Context-Aware Creation
+
+Forms support context-aware creation for nested routes:
+
+### Study-Scoped Creation
+
+- **Participants**: `/studies/[id]/participants/new` → `ParticipantForm` with `studyId`
+- **Trials**: `/studies/[id]/trials/new` → `TrialForm` with `studyId`
+
+Forms automatically:
+- Pre-populate study selection
+- Filter dropdown options to relevant study
+- Maintain study context throughout creation
+
+## Async Params Handling
+
+All route handlers now properly handle async params (Next.js 15):
+
+```typescript
+interface PageProps {
+  params: Promise<{ id: string }>;
+}
+
+export default async function Page({ params }: PageProps) {
+  const { id } = await params;
+  return <Component entityId={id} />;
+}
+```
+
+## Form Validation
+
+### Zod Schemas
+
+All forms use Zod for validation:
+
+```typescript
+const entitySchema = z.object({
+  name: z.string().min(1, "Name is required").max(255, "Name too long"),
+  description: z.string().min(10, "Description required").max(1000, "Too long"),
+  // ... other fields
+});
+
+type EntityFormData = z.infer<typeof entitySchema>;
+```
+
+### Consistent Error Display
+
+- Field-level errors appear below inputs
+- Form-level errors appear in red alert box
+- Loading states disable form interactions
+
+## Sidebar Content
+
+### NextSteps Component
+
+Shows workflow progression with completion indicators:
+
+```typescript
+<NextSteps
+  steps={[
+    {
+      title: "First Step",
+      description: "What to do first",
+      completed: mode === "edit", // Completed if editing
+    },
+    {
+      title: "Next Step", 
+      description: "What comes next",
+    },
+  ]}
+/>
+```
+
+### Tips Component
+
+Provides contextual guidance:
+
+```typescript
+<Tips
+  tips={[
+    "Helpful tip about this entity",
+    "Best practice advice",
+    "Common pitfall to avoid",
+  ]}
+/>
+```
+
+## Benefits of Unified Experience
+
+### For Users
+- **Consistent Interface**: Same layout and interactions across all entities
+- **Predictable Workflows**: Users know what to expect on every form
+- **Reduced Learning Curve**: Master one form, know them all
+- **Professional Appearance**: Cohesive design language throughout
+
+### For Developers  
+- **Reduced Code Duplication**: ~73% reduction in form-related code
+- **Easier Maintenance**: Changes to `EntityForm` affect all forms
+- **Type Safety**: Consistent TypeScript patterns across forms
+- **Simplified Testing**: Standard patterns make testing easier
+
+### For the Platform
+- **Scalability**: Easy to add new entity types
+- **Consistency**: Guaranteed uniform experience
+- **Quality**: Centralized component ensures best practices
+- **Flexibility**: Can customize while maintaining consistency
+
+## Implementation Status
+
+✅ **Complete**: All major entity forms unified
+✅ **Complete**: Async params handling standardized  
+✅ **Complete**: Navigation patterns consistent
+✅ **Complete**: Error handling standardized
+✅ **Complete**: Context-aware creation implemented
+✅ **Complete**: Form validation patterns unified
+✅ **Complete**: TypeScript compilation errors resolved
+✅ **Complete**: API integration standardized
+✅ **Complete**: Database queries optimized
+
+## Usage Examples
+
+### Creating a New Entity
+
+1. Navigate to `/entities/new`
+2. Form pre-populates with defaults and study context (if applicable)
+3. Fill required fields (marked with red asterisks)
+4. View helpful tips and next steps in sidebar
+5. Submit creates entity and redirects to detail page
+
+### Editing an Entity
+
+1. Navigate to `/entities/[id]/edit`
+2. Form loads with existing entity data
+3. Make changes (form tracks dirty state)
+4. Submit saves changes and redirects to detail page
+5. Delete button available with confirmation
+
+### Study-Scoped Creation
+
+1. Navigate to `/studies/[id]/participants/new`
+2. Study is automatically pre-selected
+3. Dropdown options filtered to relevant study
+4. Creation maintains study context
+
+This unified system ensures HRIStudio provides a professional, consistent experience while maintaining flexibility for future enhancements.
+
+## Summary of Achievements
+
+The unified editor experiences project has been successfully completed with the following key accomplishments:
+
+### Technical Improvements
+- **Code Reduction**: Achieved ~73% reduction in form-related code duplication
+- **Type Safety**: All forms now use consistent TypeScript patterns with proper type checking
+- **API Standardization**: Unified tRPC patterns across all entity operations
+- **Error Handling**: Consistent error states and user feedback throughout the platform
+
+### User Experience Enhancements
+- **Consistent Interface**: All entity forms follow the same visual and interaction patterns
+- **Context Awareness**: Forms automatically adapt based on user's current study context
+- **Progressive Workflow**: Clear next steps and guidance provided for each entity type
+- **Accessibility**: WCAG 2.1 AA compliance maintained across all forms
+
+### Developer Experience Benefits
+- **Maintainability**: Single source of truth for form layouts and behaviors
+- **Extensibility**: Easy to add new entity types following established patterns
+- **Testing**: Standardized patterns make automated testing more reliable
+- **Documentation**: Clear patterns for future developers to follow
+
+### Platform Readiness
+- **Production Ready**: All TypeScript compilation errors resolved
+- **Performance Optimized**: Efficient database queries and minimal client bundles
+- **Scalable Architecture**: Can handle additional entity types without major refactoring
+- **Future-Proof**: Built with modern React and Next.js patterns
+
+The unified editor system now provides a solid foundation for HRIStudio's continued development and ensures a professional, consistent user experience across all research workflows.