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>

.planning/ROADMAP.md

@@ -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)
+- [x] 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)
+- [x] 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] 06-03-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 | - |

.planning/STATE.md

@@ -4,14 +4,14 @@ milestone: v2.0
 milestone_name: milestone
 status: executing
 stopped_at: Roadmap created — ready to plan Phase 5
-last_updated: "2026-04-20T15:26:04.261Z"
+last_updated: "2026-04-20T15:46:32.529Z"
-last_activity: 2026-04-20
+last_activity: 2026-04-20 -- Phase 06 execution started
 progress:
   total_phases: 5
   completed_phases: 1
-  total_plans: 3
+  total_plans: 6
-  completed_plans: 3
+  completed_plans: 4
-  percent: 100
+  percent: 67
 ---
 
 # Project State
@@ -21,16 +21,16 @@ progress:
 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.
-**Current focus:** Phase 05 — design-system-token-rework
+**Current focus:** Phase 06 — preset-data-first-run-detection-and-db-safety
 
 ## Current Position
 
-Phase: 6
+Phase: 06 (preset-data-first-run-detection-and-db-safety) — EXECUTING
-Plan: Not started
+Plan: 3 of 3 (COMPLETE)
-Status: Executing Phase 05
+Status: Phase 06 complete
-Last activity: 2026-04-20
+Last activity: 2026-04-20 -- Completed plan 06-03 (useFirstRunState + DB push)
 
-Progress: [░░░░░░░░░░░░░░░░░░░░] 0/? plans (0%)
+Progress: [████████████████████] 3/3 plans (100%)
 
 ## Performance Metrics
 
@@ -79,6 +79,6 @@ None yet.
 
 ## Session Continuity
 
-Last session: 2026-04-02
+Last session: 2026-04-20
-Stopped at: Roadmap created — ready to plan Phase 5
+Stopped at: Completed 06-03-PLAN.md — Phase 06 fully executed
 Resume file: None

.planning/phases/06-preset-data-first-run-detection-and-db-safety/06-03-SUMMARY.md

@@ -0,0 +1,87 @@
+---
+phase: 06
+plan: 03
+subsystem: first-run-detection
+tags: [hooks, supabase, migrations, first-run]
+started: "2026-04-20T17:32:09Z"
+completed: "2026-04-20T18:07:20Z"
+status: complete
+dependency_graph:
+  requires: [06-01, 06-02]
+  provides: [useFirstRunState-hook, db-schema-live]
+  affects: [phase-07-wizard]
+tech_stack:
+  added: []
+  patterns: [derived-state-hook, loading-guard-pattern]
+key_files:
+  created:
+    - src/hooks/useFirstRunState.ts
+  modified: []
+decisions:
+  - "Hook derives state from existing React Query caches (useCategories + useTemplate) with zero additional network calls"
+  - "DB migrations applied manually by user via supabase db push after checkpoint gate"
+metrics:
+  duration: ~35min (including checkpoint wait)
+  tasks_completed: 3
+  files_created: 1
+  files_modified: 0
+---
+
+# Phase 06 Plan 03: useFirstRunState Hook and DB Schema Push Summary
+
+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.
+
+## What Was Built
+
+### useFirstRunState Hook (src/hooks/useFirstRunState.ts)
+
+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.
+
+### DB Schema Push (migrations 006 + 007)
+
+User applied both migrations via `supabase db push`:
+- Migration 006: UNIQUE constraints on `budgets(user_id, start_date)` and `categories(user_id, name)` with safe deduplication
+- Migration 007: `setup_completed` boolean column on `profiles` with backfill for existing users
+
+## Task Execution
+
+| Task | Name | Commit | Status |
+|------|------|--------|--------|
+| 1 | Create useFirstRunState.ts | 0c1105f | Complete |
+| 2 | DB schema push (migrations 006+007) | Manual (user) | Complete - user applied |
+| 3 | Human verification checkpoint | N/A | Approved by user |
+
+## Decisions Made
+
+1. **Zero-network-call design** -- Hook reads from existing React Query caches rather than making its own Supabase calls, avoiding redundant fetches.
+2. **Manual DB push** -- `supabase db push` required interactive confirmation; user ran it manually after checkpoint gate.
+
+## Deviations from Plan
+
+None -- plan executed exactly as written.
+
+## Known Stubs
+
+None -- hook is fully wired to existing data sources.
+
+## Verification Results
+
+- `export function useFirstRunState` found in hook file
+- Both `useCategories` and `useTemplate` imports present
+- `npx tsc --noEmit` passes with zero errors
+- Migration files 006 and 007 exist in supabase/migrations/
+- User confirmed DB constraints and setup_completed column are live in Supabase dashboard
+
+## Requirements Covered
+
+- **AUTO-01**: useFirstRunState provides first-run detection for auto-budget flow
+- **AUTO-03**: No hardcoded currency -- amounts are plain numbers throughout
+- **SETUP-01**: setup_completed column + backfill (plan 01) + useFirstRunState detection (plan 03)
+- **SETUP-02**: Preset library with 19 items delivered in plan 02
+
+## Self-Check: PASSED
+
+- [x] src/hooks/useFirstRunState.ts exists
+- [x] Commit 0c1105f verified in git log
+- [x] TypeScript compiles cleanly
+- [x] Migration files present on disk