docs(06-03): complete useFirstRunState hook and DB schema push summary
- SUMMARY.md for plan 06-03 with all task results - STATE.md updated: Phase 06 complete (3/3 plans) - ROADMAP.md updated: Phase 06 marked complete Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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@@ -13,7 +13,7 @@ This milestone transforms SimpleFinanceDash from a visually polished but cogniti
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Decimal phases appear between their surrounding integers in numeric order.
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- [ ] **Phase 5: Design System Token Rework** - Replace rounded corners with sharp edges and refine OKLCH pastel tokens across all 9 pages
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- [ ] **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
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- [x] **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
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- [ ] **Phase 7: Setup Wizard** - 3-step first-run wizard with income, pre-filled recurring items, and review — skippable, state-persisted, bilingual
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- [ ] **Phase 8: Auto-Budget Creation** - Auto-create current month's budget from template on dashboard visit, with correct currency and first-creation toast
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- [ ] **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
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@@ -47,9 +47,9 @@ Plans:
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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
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**Plans:** 3 plans
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Plans:
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- [ ] 06-01-PLAN.md — DB migrations (uniqueness constraints + setup_completed column + Profile type update)
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- [ ] 06-02-PLAN.md — Preset library (src/data/presets.ts) and i18n translations (en.json + de.json)
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- [ ] 06-03-PLAN.md — useFirstRunState hook, DB schema push, and verification checkpoint
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- [x] 06-01-PLAN.md — DB migrations (uniqueness constraints + setup_completed column + Profile type update)
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- [x] 06-02-PLAN.md — Preset library (src/data/presets.ts) and i18n translations (en.json + de.json)
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- [x] 06-03-PLAN.md — useFirstRunState hook, DB schema push, and verification checkpoint
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### Phase 7: Setup Wizard
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**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
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@@ -130,7 +130,7 @@ Phases execute in numeric order: 5 → 6 → 7 → 8 → 9
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| Phase | Plans Complete | Status | Completed |
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|-------|----------------|--------|-----------|
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| 5. Design System Token Rework | 0/3 | Planned | - |
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| 6. Preset Data, First-Run Detection, DB Safety | 0/? | Not started | - |
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| 6. Preset Data, First-Run Detection, DB Safety | 3/3 | Complete | 2026-04-20 |
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| 7. Setup Wizard | 0/? | Not started | - |
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| 8. Auto-Budget Creation | 0/? | Not started | - |
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| 9. Inline Add and Dashboard Simplification | 0/? | Not started | - |
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@@ -4,14 +4,14 @@ milestone: v2.0
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milestone_name: milestone
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status: executing
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stopped_at: Roadmap created — ready to plan Phase 5
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last_updated: "2026-04-20T15:26:04.261Z"
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last_activity: 2026-04-20
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last_updated: "2026-04-20T15:46:32.529Z"
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last_activity: 2026-04-20 -- Phase 06 execution started
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progress:
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total_phases: 5
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completed_phases: 1
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total_plans: 3
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completed_plans: 3
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percent: 100
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total_plans: 6
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completed_plans: 4
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percent: 67
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---
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# Project State
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@@ -21,16 +21,16 @@ 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:** Phase 05 — design-system-token-rework
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**Current focus:** Phase 06 — preset-data-first-run-detection-and-db-safety
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## Current Position
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Phase: 6
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Plan: Not started
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Status: Executing Phase 05
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Last activity: 2026-04-20
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Phase: 06 (preset-data-first-run-detection-and-db-safety) — EXECUTING
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Plan: 3 of 3 (COMPLETE)
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Status: Phase 06 complete
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Last activity: 2026-04-20 -- Completed plan 06-03 (useFirstRunState + DB push)
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Progress: [░░░░░░░░░░░░░░░░░░░░] 0/? plans (0%)
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Progress: [████████████████████] 3/3 plans (100%)
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## Performance Metrics
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@@ -79,6 +79,6 @@ None yet.
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## Session Continuity
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Last session: 2026-04-02
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Stopped at: Roadmap created — ready to plan Phase 5
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Last session: 2026-04-20
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Stopped at: Completed 06-03-PLAN.md — Phase 06 fully executed
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Resume file: None
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@@ -0,0 +1,87 @@
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---
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phase: 06
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plan: 03
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subsystem: first-run-detection
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tags: [hooks, supabase, migrations, first-run]
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started: "2026-04-20T17:32:09Z"
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completed: "2026-04-20T18:07:20Z"
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status: complete
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dependency_graph:
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requires: [06-01, 06-02]
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provides: [useFirstRunState-hook, db-schema-live]
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affects: [phase-07-wizard]
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tech_stack:
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added: []
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patterns: [derived-state-hook, loading-guard-pattern]
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key_files:
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created:
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- src/hooks/useFirstRunState.ts
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modified: []
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decisions:
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- "Hook derives state from existing React Query caches (useCategories + useTemplate) with zero additional network calls"
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- "DB migrations applied manually by user via supabase db push after checkpoint gate"
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metrics:
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duration: ~35min (including checkpoint wait)
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tasks_completed: 3
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files_created: 1
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files_modified: 0
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---
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# Phase 06 Plan 03: useFirstRunState Hook and DB Schema Push Summary
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Derived first-run detection hook reading from React Query cache with loading guard to prevent spurious redirects, plus live DB schema with uniqueness constraints and setup_completed column.
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## What Was Built
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### useFirstRunState Hook (src/hooks/useFirstRunState.ts)
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A read-only derived state hook that composes `useCategories()` and `useTemplate()` to determine whether the current user is a first-run user (no categories or no template items). Returns `{ isFirstRun: boolean, loading: boolean }`. The `loading` flag is critical -- callers in Phase 7 must check `!loading && isFirstRun` before redirecting to prevent false positives while queries are in flight.
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### DB Schema Push (migrations 006 + 007)
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User applied both migrations via `supabase db push`:
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- Migration 006: UNIQUE constraints on `budgets(user_id, start_date)` and `categories(user_id, name)` with safe deduplication
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- Migration 007: `setup_completed` boolean column on `profiles` with backfill for existing users
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## Task Execution
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| Task | Name | Commit | Status |
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|------|------|--------|--------|
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| 1 | Create useFirstRunState.ts | 0c1105f | Complete |
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| 2 | DB schema push (migrations 006+007) | Manual (user) | Complete - user applied |
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| 3 | Human verification checkpoint | N/A | Approved by user |
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## Decisions Made
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1. **Zero-network-call design** -- Hook reads from existing React Query caches rather than making its own Supabase calls, avoiding redundant fetches.
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2. **Manual DB push** -- `supabase db push` required interactive confirmation; user ran it manually after checkpoint gate.
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## Deviations from Plan
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None -- plan executed exactly as written.
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## Known Stubs
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None -- hook is fully wired to existing data sources.
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## Verification Results
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- `export function useFirstRunState` found in hook file
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- Both `useCategories` and `useTemplate` imports present
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- `npx tsc --noEmit` passes with zero errors
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- Migration files 006 and 007 exist in supabase/migrations/
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- User confirmed DB constraints and setup_completed column are live in Supabase dashboard
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## Requirements Covered
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- **AUTO-01**: useFirstRunState provides first-run detection for auto-budget flow
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- **AUTO-03**: No hardcoded currency -- amounts are plain numbers throughout
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- **SETUP-01**: setup_completed column + backfill (plan 01) + useFirstRunState detection (plan 03)
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- **SETUP-02**: Preset library with 19 items delivered in plan 02
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## Self-Check: PASSED
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- [x] src/hooks/useFirstRunState.ts exists
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- [x] Commit 0c1105f verified in git log
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- [x] TypeScript compiles cleanly
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- [x] Migration files present on disk
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