Meal-Planner/docs/ORIENTATION.md

# Meal Planner — Orientation

First stop for any agent resuming work. Read this, then `docs/HANDOFF.md` for the deep dive.

---

## What this project is

Self-hosted meal planning for one family of 4. Pulls weekly grocery prices from Lucky California (San Pablo, store 757) via the Swiftly JSON API, generates a 7-day meal plan, emails per-member approval links, builds a shopping list grouped by aisle. Replaces meal-kit subscriptions (Blue Apron / Sunbasket / etc.) which marked up ingredients ~3× and produced repetitive meals.

Constraint that drives the design: 3 of 4 members do not like mushrooms; family is calorie/budget conscious; no allergies. Must work for non-technical wife + 2 kids; technical owner self-hosts.

---

## Architecture (current)

```
email ─► SendGrid (R3-C, not yet wired) ──┐
web   ─► nginx :80/:443 ─► React/Vite ────┼─► FastAPI ──► PostgreSQL 15
                                          │      │
                                          │      └─► Swiftly JSON API
                                          │         (prod.swiftlyapi.net)
                                          │
                                          └─► /api/admin/scrape (BackgroundTasks)
```

- **backend** (FastAPI 0.109, SQLAlchemy 2.0, Alembic) — internal only, `expose: 8000`
- **frontend** (React 18 + TS + Vite + Tailwind) — internal only via nginx
- **db** (Postgres 15-alpine) — internal only
- **nginx** — sole external entry, ports 80/443

---

## Phase status (2026-05-06)

| # | Phase | Status |
|---|---|---|
| 1 | Infra (Docker, FastAPI, React, nginx, Postgres) | **Complete** |
| 2 | DB & models (Alembic, Pydantic schemas, API endpoints) | **Complete** (real, verified) |
| 3 | Lucky California ingestion (Swiftly JSON API) | **Complete** — 17 categories, ~10k products live |
| 4 | Recipe engine (CRUD, search, tagging, never-suggest filter) | **Thin slice complete** — recipe + ingredient CRUD, ingredient↔grocery match layer (rapidfuzz, manual override), NeverSuggest CRUD, 30-recipe seed. Ingestion source decision deferred (see spec). |
| 5 | Meal planner orchestration (generate → email → vote → finalize) | Not started |
| 6 | SendGrid email integration (proposal/reminder/confirmation) | Stub only — `app/services/email.py::SendGridEmailBackend` raises NotImplementedError |
| 7 | Web UI core (Dashboard / Meal Detail / Pantry / Shopping List) | **Complete** (no auth UI yet) |
| 8 | Web UI feedback portal | Not started |
| 9 | Meal-planner generation algorithm | **Complete** — POST /api/admin/meal-plans/generate produces 3-dinner plans against seeded recipes + matched grocery prices. Filter (6 hard constraints), score (5 signals), top-K=20 set enumeration with diversity penalty. |
| 10 | Image strategy (scraped + AI fallback) | Not started |
| 11 | Polish (variety analysis, budget tracking, APScheduler) | Not started |

Verification gate (R1+R2 + R3-0): 31/31 pytest green; alembic upgrade→downgrade→upgrade clean; frontend `npm run build` clean; live scrape persists 9,960 grocery_item rows in 36 s; email approval round-trip (approve/deny/single-use) verified end-to-end.

---

## Auth model (R1-B+D, locked in)

- Bearer token `ADMIN_TOKEN` for every `/api/admin/*` route.
- Signed-cookie session (itsdangerous, key=`SECRET_KEY`) for all NON-GET routes on profile/pantry/recipes/meals/shopping-list. GET reads stay open inside the trusted network.
- `/api/auth/login` accepts `{password}` matching `SESSION_PASSWORD`. Sets the cookie.
- `/api/meals/vote/{item_id}?token=…` keeps its per-voter token flow; not session-gated.
- **Bootstrap hatch**: when no `family_profile` row exists, login signs the literal string `"bootstrap"` instead of a UUID. First-run convenience only — replace with a real setup gate before any non-trusted exposure.

---

## Database schema highlights

Core tables: `family_profile`, `family_member`, `recipe`, `ingredient`, `meal_plan`, `meal_plan_item`, `meal_plan_vote`, `approval_token`, `home_pantry`, `feedback`, `grocery_item`, `scrape_log`, `email_log`.

Conventions: UUID PKs everywhere, `TIMESTAMPTZ`, Postgres ENUMs (with `values_callable=lambda obj: [e.value for e in obj]` on every SQLEnum — name-mode silently breaks otherwise), ISO day-of-week (1=Mon).

Key relationships: `family_profile`→`family_member`; `family_member`→`meal_plan_vote` (per-voter); `recipe.ingredients` JSONB (no recipe-ingredient join table); `grocery_item.(source, external_id)` is the upsert key for scrape ingestion.

Migrations applied: 0001 initial, 0002 seed (idempotent via `ON CONFLICT DO NOTHING`), 0003 grocery_item.description, 0004 family_profile.calorie_target, 0005 grocery_item.external_id + source + composite index.

Full schema: `docs/database-schema.md`.

---

## Environment variables (verified)

```bash
# Database
POSTGRES_PASSWORD=...
DATABASE_URL=postgresql://mealplanner:${POSTGRES_PASSWORD}@db:5432/mealplanner

# Auth
SECRET_KEY=...                    # signs session cookies + approval tokens
ADMIN_TOKEN=...                   # bearer for /api/admin/*
SESSION_PASSWORD=...               # family-shared password for /api/auth/login

# Email
EMAIL_BACKEND=console              # 'console' (default) or 'sendgrid'
SENDGRID_API_KEY=...              # only when EMAIL_BACKEND=sendgrid (R3-C)

# Lucky / Swiftly
LUCKY_STORE_ID=757                 # Lucky California — San Pablo
SWIFTLY_API_BASE=https://prod.swiftlyapi.net
SWIFTLY_CATEGORIES_URL=https://luckysupermarkets.com/categories
SWIFTLY_BEARER_TOKEN=...           # Firebase anon JWT, expires hourly

# Other
LUCKY_CA_URL=https://luckysupermarkets.com
AI_IMAGE_ENABLED=false
LOG_LEVEL=INFO
```

`.env.example` carries a literal expiring bearer token — rotate before any real run. On expiry, the next scrape's `ScrapeLog.error_message` reads `SWIFTLY_BEARER_TOKEN expired — request a fresh token from the user (capture from luckysupermarkets.com network tab on a /search/api/v1 request)`. Fix: capture a fresh `Authorization: Bearer …` from devtools, update env, restart backend, re-trigger.

---

## Verification commands

```bash
# Full local stack
docker compose --env-file .env.test up -d db backend
docker compose --env-file .env.test exec backend alembic upgrade head
docker compose --env-file .env.test exec -e TEST_DATABASE_URL=postgresql://mealplanner:${POSTGRES_PASSWORD}@db:5432/mealplanner backend pytest -q tests/

# Frontend
cd frontend && npm ci && npm run build

# CI: .github/workflows/ci.yml runs both jobs on push/PR.
```

A `.env.test` template lives in the repo root (gitignored) for local stack runs. Pytest uses `TEST_DATABASE_URL`; alembic uses `DATABASE_URL`.

---

## Conventions

- Python: Black + isort. TypeScript: Prettier + ESLint.
- Conventional commits (`feat:`, `fix:`, `docs:`, `refactor:`, `test:`).
- API paths: no trailing slash, no `/list`/`/planned` suffixes.
- Tests: pytest; `requires_postgres` marker auto-skips locally without `TEST_DATABASE_URL`.
- Migrations: Alembic only. Never `Base.metadata.create_all()` at runtime.
- Background work: FastAPI `BackgroundTasks` (current). APScheduler with `--workers 1` planned for Phase 11.

---

## Where to look

- `docs/HANDOFF.md` — comprehensive handoff for fresh agents (start here for non-trivial work).
- `docs/SPEC.md` — product spec.
- `docs/ARCHITECTURE.md` — system design.
- `docs/database-schema.md` — full DDL reference.
- `docs/implementation-plan.md` — original phased plan.
- `docs/RUNNING.md` — local dev workflow.
- `.agent/plan.md`, `.agent/context.md`, `.agent/phase-summaries/` — recovery decisions and per-phase summaries from the R1+R2+R3-0 work.
- `Review/reviewconcensus.md` — the adversarial review that drove the recovery.

---

Last updated: 2026-05-06 — Phase 9 complete (meal-plan generation algorithm: filter→score→set-select pipeline; persisted MealPlan + items via POST /api/admin/meal-plans/generate). 88/88 pytest green.