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docs(07): create phase plans for setup wizard

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Two plans covering the 3-step first-run wizard: state management + UI
components (Wave 1), then completion logic + routing + redirect (Wave 2).

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
Jean-Luc Makiola
2026-04-20 20:59:26 +02:00
parent 07823081bb
commit 55eca5dbe1
3 changed files with 857 additions and 5 deletions
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9
.planning/ROADMAP.md
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@@ -61,11 +61,10 @@ Plans:
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:** 3 plans
**Plans:** 2 plans
Plans:
- [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
- [ ] 07-01-PLAN.md — Wizard state hook, i18n keys, stepper + step 1/2 UI components (income, recurring items, allocation bar)
- [ ] 07-02-PLAN.md — ReviewStep, completion logic, skip handling, /setup route, first-run redirect, and verification checkpoint
### 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
@@ -131,6 +130,6 @@ Phases execute in numeric order: 5 → 6 → 7 → 8 → 9
|-------|----------------|--------|-----------|
| 5. Design System Token Rework | 0/3 | Planned | - |
| 6. Preset Data, First-Run Detection, DB Safety | 3/3 | Complete | 2026-04-20 |
| 7. Setup Wizard | 0/? | Not started | - |
| 7. Setup Wizard | 0/2 | Planned | - |
| 8. Auto-Budget Creation | 0/? | Not started | - |
| 9. Inline Add and Dashboard Simplification | 0/? | Not started | - |