docs: create milestone v2.0 roadmap (5 phases)
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@@ -2,12 +2,12 @@
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gsd_state_version: 1.0
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milestone: v2.0
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milestone_name: UX Simplification & Design Rework
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status: planning
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status: ready_to_plan
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stopped_at: null
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last_updated: "2026-04-02T00:00:00.000Z"
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last_activity: 2026-04-02
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progress:
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total_phases: 0
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total_phases: 5
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completed_phases: 0
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total_plans: 0
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completed_plans: 0
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@@ -21,47 +21,38 @@ progress:
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See: .planning/PROJECT.md (updated 2026-04-02)
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**Core value:** Opening the app should feel like opening a beautifully designed personal spreadsheet — clean pastel colors, clear data layout, approachable and visually delightful. The UI IS the product.
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**Current focus:** Defining requirements for v2.0
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**Current focus:** Phase 5 — Design System Token Rework
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## Current Position
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Phase: Not started (defining requirements)
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Plan: —
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Status: Defining requirements
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Last activity: 2026-04-02 — Milestone v2.0 started
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Phase: 5 of 9 overall (1 of 5 in v2.0)
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Plan: Not started
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Status: Ready to plan
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Last activity: 2026-04-02 — v2.0 roadmap created, 5 phases defined
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Progress: [░░░░░░░░░░░░░░░░░░░░] 0/0 plans (0%)
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Progress: [░░░░░░░░░░░░░░░░░░░░] 0/? plans (0%)
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## Performance Metrics
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**Velocity:**
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**Velocity (v1.0 baseline):**
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- Total plans completed (v1.0): 10
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- Average duration: ~2.4 min/plan
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- Total execution time: ~24 min
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- Total plans completed: 0
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- Average duration: -
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- Total execution time: 0 hours
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**By Phase:**
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**By Phase (v1.0):**
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| Phase | Plans | Total | Avg/Plan |
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|-------|-------|-------|----------|
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| - | - | - | - |
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**Recent Trend:**
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| 01 Design Foundation | 2 | ~5 min | 2.5 min |
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| 02 Dashboard Charts | 3 | ~7 min | 2.3 min |
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| 03 Collapsible Sections | 2 | ~4 min | 2 min |
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| 04 Full-App Consistency | 3 | ~7 min | 2.3 min |
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**v2.0 Trend:**
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- Last 5 plans: -
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- Trend: -
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*Updated after each plan completion*
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| Phase 01 P01 | 3min | 2 tasks | 5 files |
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| Phase 01 P02 | 2min | 2 tasks | 5 files |
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| Phase 02 P02 | 2min | 2 tasks | 4 files |
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| Phase 02 P01 | 2min | 2 tasks | 4 files |
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| Phase 02-dashboard-charts-and-layout P03 | 3min | 2 tasks | 2 files |
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| Phase 03-collapsible-dashboard-sections P01 | 2min | 2 tasks | 8 files |
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| Phase 03-collapsible-dashboard-sections P02 | 2min | 1 tasks | 2 files |
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| Phase 04-full-app-design-consistency P01 | 2min | 2 tasks | 4 files |
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| Phase 04-full-app-design-consistency P02 | 3min | 2 tasks | 4 files |
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| Phase 04-full-app-design-consistency P03 | 2min | 2 tasks | 4 files |
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## Accumulated Context
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@@ -70,30 +61,9 @@ Progress: [░░░░░░░░░░░░░░░░░░░░] 0/0 pla
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Decisions are logged in PROJECT.md Key Decisions table.
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Recent decisions affecting current work:
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- [Roadmap]: 4-phase structure derived from research — foundation before features, dashboard before other pages, charts before collapsibles
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- [Roadmap]: All research flags set to NO — no `/gsd:research-phase` needed before any phase
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- [Phase 01]: Applied Recharts v3 initialDimension patch on chart.tsx (shadcn-ui/ui#9892)
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- [Phase 01]: Category text colors darkened to oklch ~0.55 for WCAG 4.5:1 contrast; chart fills kept lighter at ~0.65-0.70 (two-tier pattern)
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- [Phase 01]: StatCard uses font-bold (upgraded from font-semibold) for stronger KPI visual weight
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- [Phase 01]: SummaryStrip accepts t() as prop to stay presentational; DashboardSkeleton mirrors exact grid layout to prevent shift
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- [Phase 02]: Donut legend placed below chart for better 3-column layout fit
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- [Phase 02]: ChartEmptyState created in Plan 02 as Rule 3 deviation (blocking dep from Plan 01)
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- [Phase 02]: MonthNavigator uses Select dropdown for month jump -- consistent with existing form patterns
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- [Phase 02]: useMonthParam uses useSearchParams callback form to preserve other URL params
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- [Phase 02-03]: useMemo hooks declared before early returns (Rules of Hooks compliance)
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- [Phase 02-03]: QuickAdd button placed below chart grid (SummaryStrip -> charts -> QuickAdd ordering)
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- [Phase 02-03]: Chart grid uses md:grid-cols-2 lg:grid-cols-3 responsive breakpoints
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- [Phase 03-collapsible-dashboard-sections]: CategorySection uses controlled open/onOpenChange pattern — Plan 02 will own open state in DashboardContent
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- [Phase 03-collapsible-dashboard-sections]: Direction-aware diff: spending types (bill, variable_expense, debt) over when actual > budgeted; income/saving/investment over when actual < budgeted
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- [Phase 03-collapsible-dashboard-sections]: CollapsibleContent wired to CSS keyframes via data-[state=open]:animate-collapsible-open Tailwind variant
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- [Phase 03-collapsible-dashboard-sections]: key prop state reset over useEffect: keying DashboardContent by budgetId causes full remount on month change, cleanly resetting openSections without violating react-hooks linter rules
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- [Phase 04-full-app-design-consistency]: Inline SVG paths used for Google and GitHub icons — avoids dependency on external icon library while keeping icons fully styled
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- [Phase 04-full-app-design-consistency]: Auth card accent pattern established: border-t-4 border-t-primary shadow-lg on Card with bg-muted/60 background and favicon.svg logo
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- [Phase 04-full-app-design-consistency]: TemplatePage uses manual PageShell-mirrored layout (flex flex-col gap-6) instead of PageShell directly — preserves inline-editable TemplateName component
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- [Phase 04-full-app-design-consistency]: SettingsPage CardHeader and CardTitle removed — PageShell provides page-level title, CardContent gets pt-6 to compensate
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- [Phase 04-full-app-design-consistency]: Direction-aware diff pattern replicated from CategorySection: SPENDING_TYPES array + isSpendingType() covers all 6 category types correctly
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- [Phase 04-full-app-design-consistency]: TierBadge column removed from BudgetDetailPage to reduce visual noise and align with CategorySection display style
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- [Phase 04-full-app-design-consistency]: budgets.month/year/total keys added to en.json and de.json — i18next interpolation pattern for translated total labels
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- [Roadmap v2.0]: 5-phase structure — tokens first (global scope), DB safety before UI writes, wizard before auto-budget, auto-budget before inline add
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- [Roadmap v2.0]: Phase 6 kept separate from Phase 7 — DB constraints and backfill migration must land before any wizard UI to prevent data corruption
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- [Roadmap v2.0]: SETUP-01, SETUP-02, AUTO-01, AUTO-03 split across Phase 6 and Phase 7/8 — Phase 6 provides the prerequisite DB/data layer, later phases deliver user-visible behavior
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### Pending Todos
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@@ -101,10 +71,11 @@ None yet.
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### Blockers/Concerns
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- ⚠️ [Phase 02-03] 6 pre-existing lint errors in unrelated files (MonthNavigator.tsx, badge.tsx, button.tsx, sidebar.tsx, useBudgets.ts) — not caused by Phase 2 changes but may affect Phase 3 CI
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- ⚠️ [Phase 8] Verify `profiles` table currency column name before writing auto-create code — check `supabase/migrations/001_profiles.sql` at planning time (research flagged this)
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- ⚠️ [Phase 6] `setup_completed` backfill migration must ship before Phase 7 deploys — existing v1.0 users must not see the wizard on first v2.0 login
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## Session Continuity
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Last session: 2026-04-02
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Stopped at: Milestone v2.0 kickoff — defining requirements
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Stopped at: Roadmap created — ready to plan Phase 5
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Resume file: None
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