---
author: engineer
responsible: engineer
phase: "17"
plan: "01"
status: executed
artifact_kind: SUMMARY
requirements: [GF-01]
commits:
  - 8bbaae4 (Task 1: graphFilters store)
  - 994178d (Task 2: filter.ts pipeline)
  - 9c5b299 (Task 3: FilterControls component)
  - 6668a20 (Task 4: wire pipeline into GraphView)
  - d8ba734 (Task 5: code review fixes)
---

# Phase 17-01 SUMMARY: Graph Filter Sidebar

## What was built

Client-side graph filtering and display controls, living flat in the existing
GraphView header alongside the EdgeToggles chip cluster. No sidebar, no
collapsing sections, no Apply button -- every control updates the graph live.

### Files created

- **`web/src/stores/graphFilters.ts`** -- Zustand store with persist middleware
  (key `okf.graph.filters`). Carries search query, 4 visibility toggles, 4
  display settings, groups array, and a reset action restoring all defaults.
- **`web/src/components/graph/FilterControls.tsx`** -- Search input, 4 visibility
  toggle chips (Tags, Attachments, Existing files only, Orphans), Arrows toggle
  + 3 range sliders (Text fade threshold, Node size, Link thickness), "New
  group" button, Reset button. All controls read/write through `useGraphFilters`.
- **`web/src/components/graph/FilterControls.css`** -- Dark-theme styling using
  project CSS variables with fallbacks.

### Files modified

- **`web/src/lib/graph/filter.ts`** -- Added `matchesSearch` (case-insensitive
  substring on label/id/aliases/tags), `filterNodes` (search + visibility
  toggles), `applyOrphanFilter` (drops nodes with 0 visible edges when
  `showOrphans` is false). All pure functions.
- **`web/src/components/graph/GraphView.tsx`** -- Wired the full deterministic
  filtering pipeline: node filter (`filterNodes`) -> edge filter
  (`filterEdges` filtered by `visibleNodeIds`) -> orphan filter
  (`applyOrphanFilter`) -> display settings (node size, link width, arrows).
  Replaced hardcoded `LABEL_ZOOM` constant with dynamic `textFadeThreshold`
  mapping. Added `FilterControls` in the header. Added `linkDirectionalArrowLength`
  and `nodeRelSize` props to `GraphCanvas`.
- **`web/src/components/graph/GraphCanvas.tsx`** -- Added
  `linkDirectionalArrowLength` prop, passed through to `ForceGraph2D`.

## Filtering pipeline (deterministic order)

```
data.nodes + data.edges
  → filterNodes(search + showTags + showAttachments + existingFilesOnly)
  → filterEdges(links + backlinks + sharedTags) ∩ visibleNodeIds
  → applyOrphanFilter(showOrphans)
  → display settings (nodeRelSize, linkWidth, linkDirectionalArrowLength, labelZoom)
  → GraphCanvas
```

## Display settings mapping

| Control | Formula | Default | Default value |
|---------|---------|---------|---------------|
| Node size (0-1) | `2 + nodeSize * 8` → px | 0.2 | 3.6px |
| Link thickness (0-1) | `0.5 + linkThickness * 4.5` → px | 0.2 | 1.4px |
| Text fade threshold (0-1) | `0.5 + threshold * 4` → zoom cutoff | 0.5 | ~2.5x zoom |
| Arrows | `showArrows ? 4 : 0` → px | false | 0px (hidden) |

## Code review findings (all dispositioned)

See `REVIEW.md` for full detail. Three findings accepted as-is (P17-01/02/03
are type granularity/cosmetic, no runtime defect). Three findings fixed
before handoff:

- **P17-04 (fixed):** `neighborHighlight` now uses `orphanFiltered.edges`
  instead of `visibleEdges`, keeping the highlight set in sync with rendered
  data.
- **P17-05 (fixed):** `SliderRow` uses `htmlFor` + `id` for proper label-input
  association.
- **P17-07 (fixed):** Search icon replaced with `Search` from `lucide-react`.

One finding deferred (P17-06: `aria-live` region for filter feedback -- visual
graph's result is inherently visual; adding it would need a node count that
isn't readily available at the control level).

## Verification

- `npx tsc --noEmit -p web/tsconfig.json` -- exits 0
- All 4 tasks executed and committed atomically
- State persisted to localStorage under key `okf.graph.filters`
- No backend changes -- filtering is entirely client-side on already-fetched data

## Handoff

```yaml
handoff:
  record_author: engineer
  accountable_owner: engineer
  id: H-P17-01
  from: engineer
  to: architect
  artifact: .planning/phases/17-graph-filter-sidebar/17-01-PLAN-SUMMARY.md
  intent: "Phase 17-01 executed: graph filter controls + live filtering pipeline + display settings. Code-reviewed. TypeScript clean."
  status: sent
```

```yaml
evidence:
  record_author: engineer
  evidence_producer: engineer
  commissioned_by: engineer
  accountable_owner: engineer
  id: E-P17-01
  subject_ref: ".planning/phases/17-graph-filter-sidebar/17-01-PLAN-SUMMARY.md"
  kind: test_result
  issuance:
    kind: tool_generated
    by: "npx tsc --noEmit -p web/tsconfig.json"
  warrant:
    kind: tool_generated
    rationale: "TypeScript compilation passes with zero errors across all modified files"
  freshness:
    status: fresh
    checked_against: HEAD
    checked_at: "2026-06-27T17:10:00Z"
```

```yaml
gate_result:
  record_author: engineer
  status: not_applicable
  basis: "not a hard-bar phase: no safety/security/concurrency invariant under test"
```
