docs(06): create phase 6 plan — preset data, first-run detection, and DB safety
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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@@ -45,7 +45,11 @@ Plans:
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3. All existing v1.0 users have `profiles.setup_completed = true` after the backfill migration runs — they will not be shown the wizard on their next login
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4. `useFirstRunState` hook returns `true` only for users with zero categories or zero template items — returning `false` for any user with existing data
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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**: TBD
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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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### 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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@@ -57,7 +61,11 @@ Plans:
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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
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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
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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
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**Plans**: TBD
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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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### Phase 8: Auto-Budget Creation
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**Goal**: Users never manually trigger budget creation — visiting a month for the first time automatically creates their budget from the template, silently and correctly
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@@ -68,7 +76,11 @@ Plans:
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2. The first time a budget is auto-created in a session, a toast notification appears naming the month and indicating it was created from the template — subsequent months are created silently
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3. The auto-created budget uses the user's configured currency from their profile settings, not a hardcoded default
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4. Rapidly navigating between months or opening the dashboard in two tabs does not produce duplicate budget rows
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**Plans**: TBD
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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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### Phase 9: Inline Add and Dashboard Simplification
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**Goal**: Users add one-off items to their budget directly from the budget view, the Quick Add page is gone, and the dashboard shows this month's data at a glance without chart overload
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@@ -80,7 +92,11 @@ Plans:
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3. The dashboard displays this month's summary cards (income, expenses, balance) with correct totals that match what the user entered in the budget detail page
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4. The dashboard does not show the 3-column chart grid by default — the primary view is the at-a-glance summary and collapsible category sections
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5. Empty template, empty dashboard, and empty budget view each show a clear empty state with a visible call-to-action guiding the user to the next step
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**Plans**: TBD
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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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## Requirements Traceability
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