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docs: create milestone v2.0 roadmap (5 phases)

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Jean-Luc Makiola
2026-04-02 16:09:19 +02:00
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.planning/REQUIREMENTS.md
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@@ -77,29 +77,29 @@ Which phases cover which requirements. Updated during roadmap creation.
| Requirement | Phase | Status | | Requirement | Phase | Status |
|-------------|-------|--------| |-------------|-------|--------|
| DS-01 | — | Pending | | DS-01 | Phase 5 | Pending |
| DS-02 | — | Pending | | DS-02 | Phase 5 | Pending |
| DS-03 | — | Pending | | DS-03 | Phase 5 | Pending |
| SETUP-01 | — | Pending | | SETUP-01 | Phase 6, 7 | Pending |
| SETUP-02 | — | Pending | | SETUP-02 | Phase 6, 7 | Pending |
| SETUP-03 | — | Pending | | SETUP-03 | Phase 7 | Pending |
| SETUP-04 | — | Pending | | SETUP-04 | Phase 7 | Pending |
| SETUP-05 | — | Pending | | SETUP-05 | Phase 7 | Pending |
| AUTO-01 | — | Pending | | AUTO-01 | Phase 6, 8 | Pending |
| AUTO-02 | — | Pending | | AUTO-02 | Phase 8 | Pending |
| AUTO-03 | — | Pending | | AUTO-03 | Phase 6, 8 | Pending |
| BV-01 | — | Pending | | BV-01 | Phase 9 | Pending |
| BV-02 | — | Pending | | BV-02 | Phase 9 | Pending |
| BV-03 | — | Pending | | BV-03 | Phase 9 | Pending |
| DASH-01 | — | Pending | | DASH-01 | Phase 9 | Pending |
| DASH-02 | — | Pending | | DASH-02 | Phase 9 | Pending |
| DASH-03 | — | Pending | | DASH-03 | Phase 9 | Pending |
**Coverage:** **Coverage:**
- v2.0 requirements: 17 total - v2.0 requirements: 17 total
- Mapped to phases: 0 - Mapped to phases: 17
- Unmapped: 17 ⚠️ - Unmapped: 0 ✓
--- ---
*Requirements defined: 2026-04-02* *Requirements defined: 2026-04-02*
*Last updated: 2026-04-02 after initial definition* *Last updated: 2026-04-02 after v2.0 roadmap creation*

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# Roadmap: SimpleFinanceDash v2.0 — UX Simplification & Design Rework
## Overview
This milestone transforms SimpleFinanceDash from a visually polished but cognitively complex app into a guided, intuitive budgeting experience. Work flows from a global design token rework (sharp edges, clearer pastels) through data safety foundations, a wizard-driven first-run setup, automatic budget creation, and finally a simplified budget view with inline item adding. Every phase delivers a coherent, verifiable capability on top of the fully working v1.0 baseline.
## Phases
**Phase Numbering:**
- Integer phases (5-9): v2.0 milestone work, continuing from v1.0's Phase 4
- Decimal phases: Urgent insertions if needed (marked INSERTED)
Decimal phases appear between their surrounding integers in numeric order.
- [ ] **Phase 5: Design System Token Rework** - Replace rounded corners with sharp edges and refine OKLCH pastel tokens across all 9 pages
- [ ] **Phase 6: Preset Data, First-Run Detection, and DB Safety** - Seed preset library, build first-run hook, and add DB uniqueness constraints that protect against duplicate data
- [ ] **Phase 7: Setup Wizard** - 3-step first-run wizard with income, pre-filled recurring items, and review — skippable, state-persisted, bilingual
- [ ] **Phase 8: Auto-Budget Creation** - Auto-create current month's budget from template on dashboard visit, with correct currency and first-creation toast
- [ ] **Phase 9: Inline Add and Dashboard Simplification** - Replace Quick Add page with inline Sheet panel, simplify dashboard to at-a-glance view, add empty states
## Phase Details
### Phase 5: Design System Token Rework
**Goal**: Users see a sharp, minimal, clearly pastel UI across every page — the visual foundation that all subsequent phases build on
**Depends on**: Phase 4 (v1.0 complete)
**Requirements**: DS-01, DS-02, DS-03
**Success Criteria** (what must be TRUE):
1. Every rounded element across all 9 pages has sharp corners — no pill buttons, no rounded cards, no rounded inputs visible anywhere in the app
2. Category color swatches are visibly colorful against white backgrounds — not washed-out or grey-tinted — and still pass WCAG 4.5:1 contrast for text
3. Page layouts feel uncluttered — content sections have consistent whitespace gaps and no visual crowding between cards or sections
4. A full visual pass of all 9 pages (Dashboard, Budget List, Budget Detail, Template, Categories, Quick Add, Settings, Login, Register) confirms no regressions from token changes
**Plans**: TBD
### Phase 6: Preset Data, First-Run Detection, and DB Safety
**Goal**: The data layer is safe and ready — duplicate budget/category writes are impossible at the DB level, and the app correctly identifies first-run users
**Depends on**: Phase 5
**Requirements**: AUTO-01, AUTO-03, SETUP-01, SETUP-02
**Success Criteria** (what must be TRUE):
1. Attempting to create two budgets for the same user and month is rejected at the DB level (unique constraint on `budgets(user_id, start_date)`)
2. Attempting to create two categories with the same name for the same user is rejected at the DB level (unique constraint on `categories(user_id, name)`)
3. All existing v1.0 users have `profiles.setup_completed = true` after the backfill migration runs — they will not be shown the wizard on their next login
4. `useFirstRunState` hook returns `true` only for users with zero categories or zero template items — returning `false` for any user with existing data
5. `src/data/presets.ts` contains ~15-20 curated budget items with sensible default amounts, grouped by category type, with both English and German i18n translation keys defined
**Plans**: TBD
### Phase 7: Setup Wizard
**Goal**: A new user can set up their budget template in under 3 minutes by following a guided 3-step wizard with pre-filled common items and a live running balance
**Depends on**: Phase 6
**Requirements**: SETUP-01, SETUP-02, SETUP-03, SETUP-04, SETUP-05
**Success Criteria** (what must be TRUE):
1. A new user (zero categories, zero template items) is automatically redirected to `/setup` on their first login and sees a 3-step wizard: income entry, recurring items selection, and review
2. The recurring items step shows ~15-20 pre-filled common items (rent, groceries, car insurance, utilities, etc.) with editable default amounts — user can check or uncheck each
3. A "remaining to allocate" balance updates live as items are checked or unchecked in step 2, showing income minus the sum of selected item amounts
4. User can click "Skip" on any individual step or "Skip setup" to exit the wizard entirely without creating any data — and lands on the dashboard
5. Completing the wizard creates a populated template from selected items — user lands on the dashboard with their template in place, and refreshing the browser mid-wizard restores the wizard at the correct step
**Plans**: TBD
### Phase 8: Auto-Budget Creation
**Goal**: Users never manually trigger budget creation — visiting a month for the first time automatically creates their budget from the template, silently and correctly
**Depends on**: Phase 7
**Requirements**: AUTO-01, AUTO-02, AUTO-03
**Success Criteria** (what must be TRUE):
1. Navigating to the dashboard for a month that has no budget (but a populated template) creates the budget automatically — no button click or prompt required
2. The first time a budget is auto-created in a session, a toast notification appears naming the month and indicating it was created from the template — subsequent months are created silently
3. The auto-created budget uses the user's configured currency from their profile settings, not a hardcoded default
4. Rapidly navigating between months or opening the dashboard in two tabs does not produce duplicate budget rows
**Plans**: TBD
### Phase 9: Inline Add and Dashboard Simplification
**Goal**: Users add one-off items to their budget directly from the budget view, the Quick Add page is gone, and the dashboard shows this month's data at a glance without chart overload
**Depends on**: Phase 8
**Requirements**: BV-01, BV-02, BV-03, DASH-01, DASH-02, DASH-03
**Success Criteria** (what must be TRUE):
1. An "Add item" control on the budget detail page opens a Sheet panel showing the category library — user selects a category, enters an amount, and the item appears in the budget without a page navigation
2. The Quick Add page is removed from the sidebar navigation — visiting `/quick-add` redirects to `/budgets` instead of showing an error
3. The dashboard displays this month's summary cards (income, expenses, balance) with correct totals that match what the user entered in the budget detail page
4. The dashboard does not show the 3-column chart grid by default — the primary view is the at-a-glance summary and collapsible category sections
5. Empty template, empty dashboard, and empty budget view each show a clear empty state with a visible call-to-action guiding the user to the next step
**Plans**: TBD
## Requirements Traceability
| Requirement | Phase | Status |
|-------------|-------|--------|
| DS-01 | Phase 5 | Pending |
| DS-02 | Phase 5 | Pending |
| DS-03 | Phase 5 | Pending |
| SETUP-01 | Phase 6, 7 | Pending |
| SETUP-02 | Phase 6, 7 | Pending |
| SETUP-03 | Phase 7 | Pending |
| SETUP-04 | Phase 7 | Pending |
| SETUP-05 | Phase 7 | Pending |
| AUTO-01 | Phase 6, 8 | Pending |
| AUTO-02 | Phase 8 | Pending |
| AUTO-03 | Phase 6, 8 | Pending |
| BV-01 | Phase 9 | Pending |
| BV-02 | Phase 9 | Pending |
| BV-03 | Phase 9 | Pending |
| DASH-01 | Phase 9 | Pending |
| DASH-02 | Phase 9 | Pending |
| DASH-03 | Phase 9 | Pending |
**Coverage: 17/17 v2.0 requirements mapped. No orphans.**
## Progress
**Execution Order:**
Phases execute in numeric order: 5 → 6 → 7 → 8 → 9
| Phase | Plans Complete | Status | Completed |
|-------|----------------|--------|-----------|
| 5. Design System Token Rework | 0/? | Not started | - |
| 6. Preset Data, First-Run Detection, DB Safety | 0/? | Not started | - |
| 7. Setup Wizard | 0/? | Not started | - |
| 8. Auto-Budget Creation | 0/? | Not started | - |
| 9. Inline Add and Dashboard Simplification | 0/? | Not started | - |

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@@ -2,12 +2,12 @@
gsd_state_version: 1.0 gsd_state_version: 1.0
milestone: v2.0 milestone: v2.0
milestone_name: UX Simplification & Design Rework milestone_name: UX Simplification & Design Rework
status: planning status: ready_to_plan
stopped_at: null stopped_at: null
last_updated: "2026-04-02T00:00:00.000Z" last_updated: "2026-04-02T00:00:00.000Z"
last_activity: 2026-04-02 last_activity: 2026-04-02
progress: progress:
total_phases: 0 total_phases: 5
completed_phases: 0 completed_phases: 0
total_plans: 0 total_plans: 0
completed_plans: 0 completed_plans: 0
@@ -21,47 +21,38 @@ progress:
See: .planning/PROJECT.md (updated 2026-04-02) See: .planning/PROJECT.md (updated 2026-04-02)
**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. **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.
**Current focus:** Defining requirements for v2.0 **Current focus:** Phase 5 — Design System Token Rework
## Current Position ## Current Position
Phase: Not started (defining requirements) Phase: 5 of 9 overall (1 of 5 in v2.0)
Plan: — Plan: Not started
Status: Defining requirements Status: Ready to plan
Last activity: 2026-04-02 — Milestone v2.0 started Last activity: 2026-04-02 — v2.0 roadmap created, 5 phases defined
Progress: [░░░░░░░░░░░░░░░░░░░░] 0/0 plans (0%) Progress: [░░░░░░░░░░░░░░░░░░░░] 0/? plans (0%)
## Performance Metrics ## Performance Metrics
**Velocity:** **Velocity (v1.0 baseline):**
- Total plans completed (v1.0): 10
- Average duration: ~2.4 min/plan
- Total execution time: ~24 min
- Total plans completed: 0 **By Phase (v1.0):**
- Average duration: -
- Total execution time: 0 hours
**By Phase:**
| Phase | Plans | Total | Avg/Plan | | Phase | Plans | Total | Avg/Plan |
|-------|-------|-------|----------| |-------|-------|-------|----------|
| - | - | - | - | | 01 Design Foundation | 2 | ~5 min | 2.5 min |
| 02 Dashboard Charts | 3 | ~7 min | 2.3 min |
**Recent Trend:** | 03 Collapsible Sections | 2 | ~4 min | 2 min |
| 04 Full-App Consistency | 3 | ~7 min | 2.3 min |
**v2.0 Trend:**
- Last 5 plans: - - Last 5 plans: -
- Trend: - - Trend: -
*Updated after each plan completion* *Updated after each plan completion*
| Phase 01 P01 | 3min | 2 tasks | 5 files |
| Phase 01 P02 | 2min | 2 tasks | 5 files |
| Phase 02 P02 | 2min | 2 tasks | 4 files |
| Phase 02 P01 | 2min | 2 tasks | 4 files |
| Phase 02-dashboard-charts-and-layout P03 | 3min | 2 tasks | 2 files |
| Phase 03-collapsible-dashboard-sections P01 | 2min | 2 tasks | 8 files |
| Phase 03-collapsible-dashboard-sections P02 | 2min | 1 tasks | 2 files |
| Phase 04-full-app-design-consistency P01 | 2min | 2 tasks | 4 files |
| Phase 04-full-app-design-consistency P02 | 3min | 2 tasks | 4 files |
| Phase 04-full-app-design-consistency P03 | 2min | 2 tasks | 4 files |
## Accumulated Context ## Accumulated Context
@@ -70,30 +61,9 @@ Progress: [░░░░░░░░░░░░░░░░░░░░] 0/0 pla
Decisions are logged in PROJECT.md Key Decisions table. Decisions are logged in PROJECT.md Key Decisions table.
Recent decisions affecting current work: Recent decisions affecting current work:
- [Roadmap]: 4-phase structure derived from research — foundation before features, dashboard before other pages, charts before collapsibles - [Roadmap v2.0]: 5-phase structure — tokens first (global scope), DB safety before UI writes, wizard before auto-budget, auto-budget before inline add
- [Roadmap]: All research flags set to NO — no `/gsd:research-phase` needed before any phase - [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
- [Phase 01]: Applied Recharts v3 initialDimension patch on chart.tsx (shadcn-ui/ui#9892) - [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
- [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)
- [Phase 01]: StatCard uses font-bold (upgraded from font-semibold) for stronger KPI visual weight
- [Phase 01]: SummaryStrip accepts t() as prop to stay presentational; DashboardSkeleton mirrors exact grid layout to prevent shift
- [Phase 02]: Donut legend placed below chart for better 3-column layout fit
- [Phase 02]: ChartEmptyState created in Plan 02 as Rule 3 deviation (blocking dep from Plan 01)
- [Phase 02]: MonthNavigator uses Select dropdown for month jump -- consistent with existing form patterns
- [Phase 02]: useMonthParam uses useSearchParams callback form to preserve other URL params
- [Phase 02-03]: useMemo hooks declared before early returns (Rules of Hooks compliance)
- [Phase 02-03]: QuickAdd button placed below chart grid (SummaryStrip -> charts -> QuickAdd ordering)
- [Phase 02-03]: Chart grid uses md:grid-cols-2 lg:grid-cols-3 responsive breakpoints
- [Phase 03-collapsible-dashboard-sections]: CategorySection uses controlled open/onOpenChange pattern — Plan 02 will own open state in DashboardContent
- [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
- [Phase 03-collapsible-dashboard-sections]: CollapsibleContent wired to CSS keyframes via data-[state=open]:animate-collapsible-open Tailwind variant
- [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
- [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
- [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
- [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
- [Phase 04-full-app-design-consistency]: SettingsPage CardHeader and CardTitle removed — PageShell provides page-level title, CardContent gets pt-6 to compensate
- [Phase 04-full-app-design-consistency]: Direction-aware diff pattern replicated from CategorySection: SPENDING_TYPES array + isSpendingType() covers all 6 category types correctly
- [Phase 04-full-app-design-consistency]: TierBadge column removed from BudgetDetailPage to reduce visual noise and align with CategorySection display style
- [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
### Pending Todos ### Pending Todos
@@ -101,10 +71,11 @@ None yet.
### Blockers/Concerns ### Blockers/Concerns
- ⚠️ [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 - ⚠️ [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)
- ⚠️ [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
## Session Continuity ## Session Continuity
Last session: 2026-04-02 Last session: 2026-04-02
Stopped at: Milestone v2.0 kickoff — defining requirements Stopped at: Roadmap created — ready to plan Phase 5
Resume file: None Resume file: None

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# Roadmap: SimpleFinanceDash v2.0 — UX Simplification & Design Rework
## Overview
This milestone transforms SimpleFinanceDash from a visually polished but cognitively complex app into a guided, intuitive budgeting experience. Work flows from a global design token rework (sharp edges, clearer pastels) through data safety foundations, a wizard-driven first-run setup, automatic budget creation, and finally a simplified budget view with inline item adding. Every phase delivers a coherent, verifiable capability on top of the fully working v1.0 baseline.
## Phases
**Phase Numbering:**
- Integer phases (5-9): v2.0 milestone work, continuing from v1.0's Phase 4
- Decimal phases: Urgent insertions if needed (marked INSERTED)
Decimal phases appear between their surrounding integers in numeric order.
- [ ] **Phase 5: Design System Token Rework** - Replace rounded corners with sharp edges and refine OKLCH pastel tokens across all 9 pages
- [ ] **Phase 6: Preset Data, First-Run Detection, and DB Safety** - Seed preset library, build first-run hook, and add DB uniqueness constraints that protect against duplicate data
- [ ] **Phase 7: Setup Wizard** - 3-step first-run wizard with income, pre-filled recurring items, and review — skippable, state-persisted, bilingual
- [ ] **Phase 8: Auto-Budget Creation** - Auto-create current month's budget from template on dashboard visit, with correct currency and first-creation toast
- [ ] **Phase 9: Inline Add and Dashboard Simplification** - Replace Quick Add page with inline Sheet panel, simplify dashboard to at-a-glance view, add empty states
## Phase Details
### Phase 5: Design System Token Rework
**Goal**: Users see a sharp, minimal, clearly pastel UI across every page — the visual foundation that all subsequent phases build on
**Depends on**: Phase 4 (v1.0 complete)
**Requirements**: DS-01, DS-02, DS-03
**Success Criteria** (what must be TRUE):
1. Every rounded element across all 9 pages has sharp corners — no pill buttons, no rounded cards, no rounded inputs visible anywhere in the app
2. Category color swatches are visibly colorful against white backgrounds — not washed-out or grey-tinted — and still pass WCAG 4.5:1 contrast for text
3. Page layouts feel uncluttered — content sections have consistent whitespace gaps and no visual crowding between cards or sections
4. A full visual pass of all 9 pages (Dashboard, Budget List, Budget Detail, Template, Categories, Quick Add, Settings, Login, Register) confirms no regressions from token changes
**Plans**: TBD
### Phase 6: Preset Data, First-Run Detection, and DB Safety
**Goal**: The data layer is safe and ready — duplicate budget/category writes are impossible at the DB level, and the app correctly identifies first-run users
**Depends on**: Phase 5
**Requirements**: AUTO-01, AUTO-03, SETUP-01, SETUP-02
**Success Criteria** (what must be TRUE):
1. Attempting to create two budgets for the same user and month is rejected at the DB level (unique constraint on `budgets(user_id, start_date)`)
2. Attempting to create two categories with the same name for the same user is rejected at the DB level (unique constraint on `categories(user_id, name)`)
3. All existing v1.0 users have `profiles.setup_completed = true` after the backfill migration runs — they will not be shown the wizard on their next login
4. `useFirstRunState` hook returns `true` only for users with zero categories or zero template items — returning `false` for any user with existing data
5. `src/data/presets.ts` contains ~15-20 curated budget items with sensible default amounts, grouped by category type, with both English and German i18n translation keys defined
**Plans**: TBD
### Phase 7: Setup Wizard
**Goal**: A new user can set up their budget template in under 3 minutes by following a guided 3-step wizard with pre-filled common items and a live running balance
**Depends on**: Phase 6
**Requirements**: SETUP-01, SETUP-02, SETUP-03, SETUP-04, SETUP-05
**Success Criteria** (what must be TRUE):
1. A new user (zero categories, zero template items) is automatically redirected to `/setup` on their first login and sees a 3-step wizard: income entry, recurring items selection, and review
2. The recurring items step shows ~15-20 pre-filled common items (rent, groceries, car insurance, utilities, etc.) with editable default amounts — user can check or uncheck each
3. A "remaining to allocate" balance updates live as items are checked or unchecked in step 2, showing income minus the sum of selected item amounts
4. User can click "Skip" on any individual step or "Skip setup" to exit the wizard entirely without creating any data — and lands on the dashboard
5. Completing the wizard creates a populated template from selected items — user lands on the dashboard with their template in place, and refreshing the browser mid-wizard restores the wizard at the correct step
**Plans**: TBD
### Phase 8: Auto-Budget Creation
**Goal**: Users never manually trigger budget creation — visiting a month for the first time automatically creates their budget from the template, silently and correctly
**Depends on**: Phase 7
**Requirements**: AUTO-01, AUTO-02, AUTO-03
**Success Criteria** (what must be TRUE):
1. Navigating to the dashboard for a month that has no budget (but a populated template) creates the budget automatically — no button click or prompt required
2. The first time a budget is auto-created in a session, a toast notification appears naming the month and indicating it was created from the template — subsequent months are created silently
3. The auto-created budget uses the user's configured currency from their profile settings, not a hardcoded default
4. Rapidly navigating between months or opening the dashboard in two tabs does not produce duplicate budget rows
**Plans**: TBD
### Phase 9: Inline Add and Dashboard Simplification
**Goal**: Users add one-off items to their budget directly from the budget view, the Quick Add page is gone, and the dashboard shows this month's data at a glance without chart overload
**Depends on**: Phase 8
**Requirements**: BV-01, BV-02, BV-03, DASH-01, DASH-02, DASH-03
**Success Criteria** (what must be TRUE):
1. An "Add item" control on the budget detail page opens a Sheet panel showing the category library — user selects a category, enters an amount, and the item appears in the budget without a page navigation
2. The Quick Add page is removed from the sidebar navigation — visiting `/quick-add` redirects to `/budgets` instead of showing an error
3. The dashboard displays this month's summary cards (income, expenses, balance) with correct totals that match what the user entered in the budget detail page
4. The dashboard does not show the 3-column chart grid by default — the primary view is the at-a-glance summary and collapsible category sections
5. Empty template, empty dashboard, and empty budget view each show a clear empty state with a visible call-to-action guiding the user to the next step
**Plans**: TBD
## Requirements Traceability
| Requirement | Phase | Status |
|-------------|-------|--------|
| DS-01 | Phase 5 | Pending |
| DS-02 | Phase 5 | Pending |
| DS-03 | Phase 5 | Pending |
| SETUP-01 | Phase 6, 7 | Pending |
| SETUP-02 | Phase 6, 7 | Pending |
| SETUP-03 | Phase 7 | Pending |
| SETUP-04 | Phase 7 | Pending |
| SETUP-05 | Phase 7 | Pending |
| AUTO-01 | Phase 6, 8 | Pending |
| AUTO-02 | Phase 8 | Pending |
| AUTO-03 | Phase 6, 8 | Pending |
| BV-01 | Phase 9 | Pending |
| BV-02 | Phase 9 | Pending |
| BV-03 | Phase 9 | Pending |
| DASH-01 | Phase 9 | Pending |
| DASH-02 | Phase 9 | Pending |
| DASH-03 | Phase 9 | Pending |
**Coverage: 17/17 v2.0 requirements mapped. No orphans.**
## Progress
**Execution Order:**
Phases execute in numeric order: 5 → 6 → 7 → 8 → 9
| Phase | Plans Complete | Status | Completed |
|-------|----------------|--------|-----------|
| 5. Design System Token Rework | 0/? | Not started | - |
| 6. Preset Data, First-Run Detection, DB Safety | 0/? | Not started | - |
| 7. Setup Wizard | 0/? | Not started | - |
| 8. Auto-Budget Creation | 0/? | Not started | - |
| 9. Inline Add and Dashboard Simplification | 0/? | Not started | - |