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docs(phase-07): complete phase execution

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Jean-Luc Makiola
2026-04-20 21:15:36 +02:00
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---
phase: 07-setup-wizard
verified: 2026-04-20T19:30:00Z
status: human_needed
score: 5/5
overrides_applied: 0
human_verification:
- test: "Create a new user (zero categories/template items), log in, verify auto-redirect to /setup and complete the 3-step wizard flow end-to-end"
expected: "Step 1 shows income pre-filled at 3000 with EUR suffix. Step 2 shows grouped presets with bills+variable_expense pre-checked. AllocationBar updates live. Step 3 shows read-only summary. Complete creates categories + template items, redirects to dashboard with success toast."
why_human: "Full user flow spanning multiple pages, Supabase writes, React Query cache invalidation, redirect behavior, and toast notifications cannot be verified statically"
- test: "Test skip flow: fresh user clicks Skip setup from step 1"
expected: "Redirects to dashboard with no data created, setup_completed=true in profiles table"
why_human: "Requires Supabase interaction and verifying database state after redirect"
- test: "Test localStorage persistence: start wizard, advance to step 2, refresh page"
expected: "Wizard resumes at step 2 with previously entered income preserved"
why_human: "Browser localStorage behavior cannot be verified without running the app"
- test: "Verify no redirect loop: after completing wizard, dashboard loads normally"
expected: "Dashboard renders without redirecting back to /setup"
why_human: "Requires React Query cache freshness and useFirstRunState reading updated data after completion"
---
# Phase 7: Setup Wizard Verification Report
**Phase 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
**Verified:** 2026-04-20T19:30:00Z
**Status:** human_needed
**Re-verification:** No -- initial verification
## Goal Achievement
### Observable Truths
| # | Truth | Status | Evidence |
|---|-------|--------|----------|
| 1 | A new user is automatically redirected to /setup on first login and sees a 3-step wizard | VERIFIED | DashboardPage.tsx:293 `if (isFirstRun) return <Navigate to="/setup" replace />`, SetupPage renders WizardStepper with 3 steps |
| 2 | The recurring items step shows ~15-20 pre-filled common items with editable default amounts | VERIFIED | RecurringItemsStep imports PRESETS (20 items counted in presets.ts), renders each with PresetItemRow including editable amount Input |
| 3 | A "remaining to allocate" balance updates live as items are checked/unchecked | VERIFIED | AllocationBar computes `income - totalChecked` inline, renders with `aria-live="polite"`, colors switch at remaining < 0 |
| 4 | User can skip any step or skip setup entirely without creating data | VERIFIED | handleSkipStep advances steps, handleSkipSetup clears localStorage + marks setup_completed=true + redirects, no category/template creation |
| 5 | Completing the wizard creates a populated template and refreshing mid-wizard restores state | VERIFIED | handleComplete creates categories via create.mutateAsync + template items via createItem.mutateAsync; useWizardState reads/writes localStorage keyed by userId |
**Score:** 5/5 truths verified
### Required Artifacts
| Artifact | Expected | Status | Details |
|----------|----------|--------|---------|
| `src/pages/SetupPage.tsx` | Wizard page orchestrator | VERIFIED | 290 lines, renders stepper + conditional steps + completion logic |
| `src/hooks/useWizardState.ts` | localStorage-synced wizard state | VERIFIED | 85 lines, exports useWizardState with full CRUD + clearState |
| `src/components/setup/WizardStepper.tsx` | Horizontal 1-2-3 stepper | VERIFIED | 62 lines, role="navigation", clickable completed steps |
| `src/components/setup/IncomeStep.tsx` | Step 1 income input | VERIFIED | 45 lines, number input with currency suffix + validation display |
| `src/components/setup/RecurringItemsStep.tsx` | Step 2 grouped checklist | VERIFIED | 81 lines, groups PRESETS by type, renders AllocationBar + PresetItemRow |
| `src/components/setup/AllocationBar.tsx` | Sticky remaining balance bar | VERIFIED | 31 lines, sticky top-0, aria-live="polite", color conditional |
| `src/components/setup/PresetItemRow.tsx` | Single checkbox row | VERIFIED | 59 lines, Checkbox + name + Badge + amount Input (disabled when unchecked) |
| `src/components/setup/CategoryGroupHeader.tsx` | Section header with colored dot | VERIFIED | 36 lines, w-2.5 h-2.5 rounded-full + color var mapping |
| `src/components/setup/ReviewStep.tsx` | Read-only summary | VERIFIED | 118 lines, groups checked items, shows totals, remaining with color |
| `src/App.tsx` | /setup route registration | VERIFIED | path="/setup" inside ProtectedRoute, outside AppLayout |
| `src/pages/DashboardPage.tsx` | First-run redirect | VERIFIED | useFirstRunState + Navigate to="/setup" replace |
### Key Link Verification
| From | To | Via | Status | Details |
|------|----|-----|--------|---------|
| SetupPage.tsx | useWizardState.ts | `useWizardState(userId)` | WIRED | Line 54-55 |
| RecurringItemsStep.tsx | presets.ts | `import PRESETS` | WIRED | Line 2 |
| DashboardPage.tsx | useFirstRunState.ts | `useFirstRunState() -> Navigate /setup` | WIRED | Lines 276, 293 |
| SetupPage.tsx | useCategories.ts | `create.mutateAsync` | WIRED | Line 128 |
| SetupPage.tsx | useTemplate.ts | `createItem.mutateAsync` | WIRED | Line 153 |
| App.tsx | SetupPage.tsx | Route path="/setup" | WIRED | Lines 48-55 |
### Data-Flow Trace (Level 4)
| Artifact | Data Variable | Source | Produces Real Data | Status |
|----------|---------------|--------|-------------------|--------|
| RecurringItemsStep | selectedItems | useWizardState (localStorage) -> PRESETS defaults | Yes (20 preset items with defaultAmount) | FLOWING |
| AllocationBar | remaining | Computed from income - sum(checked amounts) | Yes (derived from wizard state) | FLOWING |
| ReviewStep | selectedItems + income | useWizardState state passed as props | Yes (filtered from wizard state) | FLOWING |
### Behavioral Spot-Checks
| Behavior | Command | Result | Status |
|----------|---------|--------|--------|
| TypeScript compiles | `npx tsc --noEmit` | Exit 0, no errors | PASS |
| All setup components exist | `ls src/components/setup/*.tsx` | 7 files found | PASS |
| i18n keys in EN | `grep "setup" src/i18n/en.json` | setup object at line 124 | PASS |
| i18n keys in DE | `grep "setup" src/i18n/de.json` | setup object at line 124 | PASS |
| Presets count | `grep -c slug src/data/presets.ts` | 20 items | PASS |
### Requirements Coverage
| Requirement | Source Plan | Description | Status | Evidence |
|-------------|-----------|-------------|--------|----------|
| SETUP-01 | 07-01, 07-02 | New user guided through 3-step wizard: income -> recurring items -> review | SATISFIED | WizardStepper + 3 step components + DashboardPage redirect |
| SETUP-02 | 07-01 | User sees pre-filled common budget items with sensible defaults (~15-20 items) | SATISFIED | 20 PRESETS in presets.ts, rendered in RecurringItemsStep with defaultAmount |
| SETUP-03 | 07-02 | User can skip any wizard step or the entire wizard | SATISFIED | handleSkipStep + handleSkipSetup in SetupPage |
| SETUP-04 | 07-01 | User sees a live "remaining to allocate" balance updating as items are selected | SATISFIED | AllocationBar with computed remaining, aria-live="polite" |
| SETUP-05 | 07-02 | User's template is created from wizard selections on completion | SATISFIED | handleComplete creates categories + template items via mutateAsync |
### Anti-Patterns Found
| File | Line | Pattern | Severity | Impact |
|------|------|---------|----------|--------|
| (none) | - | - | - | No TODOs, FIXMEs, placeholders, or stubs found in any wizard file |
### Human Verification Required
### 1. Full Wizard Flow (End-to-End)
**Test:** Create a new user (zero categories/template items), log in, verify auto-redirect to /setup and complete the 3-step wizard flow end-to-end
**Expected:** Step 1 shows income pre-filled at 3000 with EUR suffix. Step 2 shows grouped presets with bills+variable_expense pre-checked. AllocationBar updates live. Step 3 shows read-only summary. Complete creates categories + template items, redirects to dashboard with success toast.
**Why human:** Full user flow spanning multiple pages, Supabase writes, React Query cache invalidation, redirect behavior, and toast notifications cannot be verified statically
### 2. Skip Flow
**Test:** Fresh user clicks "Skip setup" from step 1
**Expected:** Redirects to dashboard with no data created, setup_completed=true in profiles table
**Why human:** Requires Supabase interaction and verifying database state after redirect
### 3. localStorage Persistence
**Test:** Start wizard, advance to step 2, refresh page
**Expected:** Wizard resumes at step 2 with previously entered income preserved
**Why human:** Browser localStorage behavior cannot be verified without running the app
### 4. No Redirect Loop After Completion
**Test:** After completing wizard, verify dashboard loads normally without re-redirecting to /setup
**Expected:** Dashboard renders correctly, useFirstRunState returns isFirstRun=false
**Why human:** Requires React Query cache freshness and useFirstRunState reading updated data after completion
### Gaps Summary
No code-level gaps found. All artifacts exist, are substantive (no stubs or placeholders), are properly wired, and TypeScript compiles cleanly. The implementation covers all 5 ROADMAP success criteria and all 5 requirement IDs (SETUP-01 through SETUP-05). Human verification is needed to confirm the runtime behavior (Supabase writes, redirect flows, localStorage persistence).
---
_Verified: 2026-04-20T19:30:00Z_
_Verifier: Claude (gsd-verifier)_