V5.1 UI refinements

docs/ui/pages/documents.md

@@ -50,6 +50,7 @@ Optional:
 Rules:
 
 - Exact date must parse as `YYYY-MM-DD`; browser presentation may follow locale.
+- The exact-date input is labeled **Document date**.
 - Existing people appear with disambiguating labels.
 - Tag assignment supports selecting existing tags and adding new labels inline.
 - **Create new person** opens Person creation.
@@ -68,7 +69,7 @@ Rules:
 
 - The heading shows name, type, and internal ID.
 - The first Source, when present, appears in the dark-room viewer.
-- Archival Metadata shows authors, Document Type, tags, compact Document date, location, and archive identifier. Notes appear in a separate archival-notes block within the same card.
+- Archival Metadata shows authors, Document Type, tags, Document date (`MM-DD-YYYY` for exact dates), location, and archive identifier. Notes appear in a separate archival-notes block within the same card.
 - System Logistics shows created and updated timestamps.
 - Related People are grouped by role and link to Person Detail.
 - **Sources & Pipeline Jobs** shows counts and actions for filtered Sources, Document Jobs, and adding a Job.

docs/ui/pages/people.md

@@ -20,8 +20,8 @@ People manages reusable historical-person records. A Person may appear in many D
 - The title is **Archival Entities: People**.
 - **Create new person** opens the create route.
 - The table defaults to Last Name order and supports search and column sorting.
-- Columns are Last Name, First & Middle, FamilySearch ID, Birth Date, Death Date, and # Documents.
+- Columns are Last Name, First & Middle, Tags, FamilySearch ID, Birth Date, Death Date, and # Documents.
-- Last Name and First & Middle are left-aligned; FamilySearch ID, date columns, and # Documents are centered.
+- Name and Tags are left-aligned; FamilySearch ID, date columns, and # Documents are centered.
 - # Documents reflects how many linked Documents each Person is connected to.
 - Birth and death values independently prefer exact date, then approximate date, then `Unknown`.
 - Selecting a row opens Person Detail.

docs/ui/pages/sources.md

@@ -22,6 +22,7 @@ The list accepts optional `document_id` and `job_id` query parameters. Document
 - Rows are ordered by page number and then upload name.
 - Columns are Document Name, Page Number, Upload Title, Status, and Error Detail.
 - Document Name, Upload Title, and Error Detail are left-aligned; Status is centered.
+- Status labels are presented in uppercase for consistency with Jobs.
 - Stored Filename is intentionally absent from the list.
 - Selecting a row opens Source Detail.
 - No records displays `No source asset records found in repository.`
@@ -39,7 +40,7 @@ The list accepts optional `document_id` and `job_id` query parameters. Document
   - Wide+narrow landscape images switch to a stacked left layout (image above Editable Revision) with metadata on the right.
 - Editable Revision is seeded from an existing revision or the preferred machine transcription.
 - Source Metadata shows upload name, stored filename, page number, Document Name, Document ID, and stored path. Source ID appears in the page-header subtitle.
-- SourceJob Metadata shows latest status, Job ID, execution time, provider, model, prompt, and failure detail.
+- SourceJob Metadata shows latest status (uppercase display), Job ID, execution time, provider, model, prompt, and failure detail.
 - Revision Logistics shows revised state, last-revised time, and upload time.
 - Candidate Machine Transcriptions appears below the image/revision area, remains compact until expanded, then compares it with the preferred
   machine result and requires confirmation before **Use this transcription**.

src/transcription/ui/components/table/people.py

@@ -19,8 +19,8 @@ class PersonTableRow:
     """Read model consumed by the people table component."""
 
     id: UUID
-    last_name: str
+    name: str
-    given_names: str
+    tags: str
     family_search_id: str
     birth_date: str
     death_date: str
@@ -31,8 +31,8 @@ def _serialize_rows(rows: Sequence[PersonTableRow]) -> list[dict[str, Any]]:
     return [
         {
             "id": str(row.id),
-            "last_name": row.last_name,
+            "name": row.name,
-            "given_names": row.given_names,
+            "tags": row.tags or "Not set",
             "family_search_id": row.family_search_id or "Not set",
             "birth_date": row.birth_date or "Unknown",
             "death_date": row.death_date or "Unknown",
@@ -53,18 +53,18 @@ def render_people_table(rows: Sequence[PersonTableRow]) -> None:
         rows=_serialize_rows(rows),
         columns=[
             {
-                "name": "last_name",
+                "name": "name",
-                "label": "Last Name",
+                "label": "Last Name, First & Middle",
-                "field": "last_name",
+                "field": "name",
                 "sortable": True,
                 "classes": "font-serif font-semibold text-left ui-table-cell-wrap",
             },
             {
-                "name": "given_names",
+                "name": "tags",
-                "label": "First & Middle",
+                "label": "Tags",
-                "field": "given_names",
+                "field": "tags",
                 "sortable": True,
-                "classes": "font-serif font-semibold text-left ui-table-cell-wrap",
+                "classes": "text-left ui-table-cell-wrap",
             },
             {"name": "family_search_id", "label": "FamilySearch ID", "field": "family_search_id", "sortable": True},
             {
@@ -92,14 +92,14 @@ def render_people_table(rows: Sequence[PersonTableRow]) -> None:
                 "classes": "font-mono",
             },
         ],
-        default_sort_by="last_name",
+        default_sort_by="name",
-        search_placeholder="Search people by last name, given names, FamilySearch ID, or dates...",
+        search_placeholder="Search people by name, tags, FamilySearch ID, or dates...",
         on_row_click_id=lambda person_id: ui.navigate.to(f"/people/{person_id}"),
     )
 
     # Custom column template adding an archival entity icon next to person's name
     table.add_slot(
-        "body-cell-last_name",
+        "body-cell-name",
         r"""
         <q-td :props="props">
             <div class="row items-center q-gutter-x-xs">

src/transcription/ui/components/table/sources.py

@@ -35,7 +35,7 @@ def _serialize_rows(rows: Sequence[SourceTableRow]) -> list[dict[str, Any]]:
             "upload_name": row.upload_name,
             "document_id": str(row.document_id),
             "document_name": row.document_name or "-",
-            "job_source_status": row.job_source_status or "-",
+            "job_source_status": (row.job_source_status or "-").upper(),
             "job_source_error_detail": row.job_source_error_detail or "-",
         }
         for row in rows
@@ -109,7 +109,7 @@ def render_sources_table(rows: Sequence[SourceTableRow]) -> None:
                 dense
                 square
                 size="sm"
-                :class="`ui-status ui-status--${props.value}`"
+                :class="`ui-status ui-status--${props.value.toLowerCase()}`"
             >
                 {{ props.value }}
             </q-chip>

src/transcription/ui/pages/documents_page.py

@@ -3,6 +3,7 @@
 from __future__ import annotations
 
 from dataclasses import dataclass
+from datetime import date
 from typing import Any
 from uuid import UUID
 
@@ -448,7 +449,7 @@ def _render_document_form_fields(
         with ui.row().classes("w-full gap-3 grid grid-cols-1 md:grid-cols-2"):
             date_input = (
                 ui.input(
-                    label="Exact date (YYYY-MM-DD)",
+                    label="Document date",
                     value=document.document_date.isoformat() if document and document.document_date else "",
                 )
                 .props('outlined type="date"')
@@ -542,7 +543,7 @@ def _render_bento_metadata_zone(document: Document) -> None:
                 key=str.casefold,
             )
             metadata_row("Tags:", ", ".join(tags) if tags else "Not set")
-            metadata_row("Document Date:", compact_date(document.document_date, document.document_date_raw))
+            metadata_row("Document Date:", _detail_document_date(document.document_date, document.document_date_raw))
             metadata_row("Location Created:", document.location_created or "Not set")
             metadata_row("Archive Identifier:", document.archive_identifier or "Not set")
 
@@ -555,6 +556,12 @@ def _render_bento_metadata_zone(document: Document) -> None:
             ui.label(f"Updated: {document.updated_at.isoformat()}").classes("text-[11px] ui-text-muted")
 
 
+def _detail_document_date(exact: date | None, approximate: str | None) -> str:
+    if exact is not None:
+        return exact.strftime("%m-%d-%Y")
+    return (approximate or "").strip() or "Unknown"
+
+
 def _render_bento_relations_zone(document: Document) -> None:
     with ui.column().classes("col-span-12 lg:col-span-4 gap-4"):
         _render_related_people_card(document)

src/transcription/ui/pages/jobs_page.py

@@ -313,7 +313,7 @@ def register_page() -> None:  # noqa: PLR0915
 
             with archival_card(extra_classes="gap-2"):
                 ui.label(f"Job ID: {job.id}").classes("text-sm font-semibold font-mono ui-text-primary")
-                metadata_row("Current Status:", job.status.value)
+                metadata_row("Current Status:", job.status.value.upper())
                 ui.label(
                     "Cancel stops processing and marks remaining non-transcribed sources as cancelled. "
                     "Cancelled sources can be resubmitted."
@@ -369,7 +369,7 @@ def register_page() -> None:  # noqa: PLR0915
 
             with archival_card(extra_classes="gap-2"):
                 ui.label(f"Job ID: {job.id}").classes("text-sm font-semibold font-mono ui-text-primary")
-                metadata_row("Current Status:", job.status.value)
+                metadata_row("Current Status:", job.status.value.upper())
                 metadata_row("Resubmittable Sources:", str(resubmittable_count))
                 ui.label(
                     "Resubmit queues failed and cancelled linked sources. "

src/transcription/ui/pages/people_page.py

@@ -98,8 +98,13 @@ def register_page() -> None:  # noqa: PLR0915
             rows = [
                 PersonTableRow(
                     id=person.id,
-                    last_name=person.last_name,
+                    name=f"{person.last_name}, {person.given_names}",
-                    given_names=person.given_names,
+                    tags=", ".join(
+                        sorted(
+                            [link.tag_ref.label for link in person.person_tags if link.tag_ref is not None],
+                            key=str.casefold,
+                        )
+                    ),
                     family_search_id=person.family_search_id or "",
                     birth_date=compact_date(person.birth_date, person.birth_date_raw),
                     death_date=compact_date(person.death_date, person.death_date_raw),

src/transcription/ui/pages/sources_page.py

@@ -456,7 +456,7 @@ def _render_source_job_metadata_zone(
         status = latest_job_source.status.value
         with ui.row().classes("w-full justify-between items-center mb-2"):
             ui.label("Latest Status").classes("text-xs ui-text-muted")
-            archival_badge(status)
+            archival_badge(status.upper())
 
         metadata_row("Job ID:", str(latest_job_source.job_id))
         metadata_row(

tests/ui/test_documents_page.py

@@ -36,6 +36,7 @@ async def seed_person_and_document():
             name="Letter from Hig",
             document_type_id=letter_type.id,
             archive_identifier="ZC-1924-001",
+            document_date=date(1924, 7, 4),
         )
         session.add(doc)
         await session.flush()
@@ -148,6 +149,8 @@ class TestDocumentsPageRendering:
         assert "Zenna Cochran" in response.text
         assert "Document Type:" in response.text
         assert "Letter" in response.text
+        assert "07-04-1924" in response.text
+        assert "1924-07-04" not in response.text
         assert "PIPELINE JOBS" in response.text.upper()
         assert "Edit Document" in response.text
 
@@ -183,6 +186,8 @@ class TestDocumentsPageRendering:
         assert response.status_code == 200
         assert "Edit Document Record" in response.text
         assert "Letter from Hig" in response.text
+        assert "Document date" in response.text
+        assert "Exact date (YYYY-MM-DD)" not in response.text
         assert "ZC-1924-001" in response.text
 
     @pytest.mark.asyncio

tests/ui/test_people_page.py

@@ -11,9 +11,11 @@ from transcription.db import session_scope
 from transcription.db.models import Document
 from transcription.db.models import DocumentPerson
 from transcription.db.models import Person
+from transcription.db.models import PersonTag
 from transcription.db.models import PersonRole
 from transcription.db.models import Photo
 from transcription.db.models import Source
+from transcription.db.models import Tag
 
 
 @pytest.mark.integration
@@ -35,16 +37,20 @@ class TestPeoplePageRendering:
         _, client = app_client
 
         async with session_scope() as session:
-            session.add(Person(given_names="Ada", last_name="Lovelace"))
+            person = Person(given_names="Ada", last_name="Lovelace")
+            tag = Tag(label="Pioneer", normalized_label="pioneer")
+            session.add_all([person, tag])
+            await session.flush()
+            session.add(PersonTag(person_id=person.id, tag_id=tag.id))
             await session.commit()
 
         response = client.get("/ui/people")
 
         assert response.status_code == 200
-        assert "Lovelace" in response.text
+        assert "Lovelace, Ada" in response.text
-        assert "Ada" in response.text
+        assert "Last Name, First & Middle" in response.text or "Last Name, First & Middle" in response.text
-        assert "Last Name" in response.text
+        assert "Tags" in response.text
-        assert "First & Middle" in response.text or "First & Middle" in response.text
+        assert "Pioneer" in response.text
         assert "FamilySearch ID" in response.text
         assert "# Documents" in response.text
 

tests/ui/test_sources_page.py

@@ -266,7 +266,7 @@ class TestSourcesPageRendering:
 
         assert response.status_code == 200
         assert "job-failed-page.png" in response.text
-        assert "failed" in response.text.lower()
+        assert "FAILED" in response.text
         assert "Provider timed out" in response.text
 
     @pytest.mark.asyncio