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docs(06-03): complete useFirstRunState hook and DB schema push summary

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- 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>
This commit is contained in:
Jean-Luc Makiola
2026-04-20 20:08:45 +02:00
parent 0c1105fc78
commit 3c39410635
3 changed files with 105 additions and 18 deletions
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.planning/ROADMAP.md
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@@ -13,7 +13,7 @@ This milestone transforms SimpleFinanceDash from a visually polished but cogniti
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
- [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
- [ ] **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
@@ -47,9 +47,9 @@ Plans:
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:** 3 plans
Plans:
- [ ] 06-01-PLAN.md — DB migrations (uniqueness constraints + setup_completed column + Profile type update)
- [ ] 06-02-PLAN.md — Preset library (src/data/presets.ts) and i18n translations (en.json + de.json)
- [ ] 06-03-PLAN.md — useFirstRunState hook, DB schema push, and verification checkpoint
- [x] 06-01-PLAN.md — DB migrations (uniqueness constraints + setup_completed column + Profile type update)
- [x] 06-02-PLAN.md — Preset library (src/data/presets.ts) and i18n translations (en.json + de.json)
- [x] 06-03-PLAN.md — useFirstRunState hook, DB schema push, and verification checkpoint
### 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
@@ -130,7 +130,7 @@ Phases execute in numeric order: 5 → 6 → 7 → 8 → 9
| Phase | Plans Complete | Status | Completed |
|-------|----------------|--------|-----------|
| 5. Design System Token Rework | 0/3 | Planned | - |
| 6. Preset Data, First-Run Detection, DB Safety | 0/? | Not started | - |
| 6. Preset Data, First-Run Detection, DB Safety | 3/3 | Complete | 2026-04-20 |
| 7. Setup Wizard | 0/? | Not started | - |
| 8. Auto-Budget Creation | 0/? | Not started | - |
| 9. Inline Add and Dashboard Simplification | 0/? | Not started | - |