---
gsd_state_version: 1.0
milestone: v2.0
milestone_name: UX Simplification & Design Rework
status: ready_to_plan
stopped_at: null
last_updated: "2026-04-02T00:00:00.000Z"
last_activity: 2026-04-02
progress:
  total_phases: 5
  completed_phases: 0
  total_plans: 0
  completed_plans: 0
  percent: 0
---

# Project State

## Project Reference

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 5 — Design System Token Rework

## Current Position

Phase: 5 of 9 overall (1 of 5 in v2.0)
Plan: Not started
Status: Ready to plan
Last activity: 2026-04-02 — v2.0 roadmap created, 5 phases defined

Progress: [░░░░░░░░░░░░░░░░░░░░] 0/? plans (0%)

## Performance Metrics

**Velocity (v1.0 baseline):**
- Total plans completed (v1.0): 10
- Average duration: ~2.4 min/plan
- Total execution time: ~24 min

**By Phase (v1.0):**

| Phase | Plans | Total | Avg/Plan |
|-------|-------|-------|----------|
| 01 Design Foundation | 2 | ~5 min | 2.5 min |
| 02 Dashboard Charts | 3 | ~7 min | 2.3 min |
| 03 Collapsible Sections | 2 | ~4 min | 2 min |
| 04 Full-App Consistency | 3 | ~7 min | 2.3 min |

**v2.0 Trend:**
- Last 5 plans: -
- Trend: -

*Updated after each plan completion*

## Accumulated Context

### Decisions

Decisions are logged in PROJECT.md Key Decisions table.
Recent decisions affecting current work:

- [Roadmap v2.0]: 5-phase structure — tokens first (global scope), DB safety before UI writes, wizard before auto-budget, auto-budget before inline add
- [Roadmap v2.0]: Phase 6 kept separate from Phase 7 — DB constraints and backfill migration must land before any wizard UI to prevent data corruption
- [Roadmap v2.0]: SETUP-01, SETUP-02, AUTO-01, AUTO-03 split across Phase 6 and Phase 7/8 — Phase 6 provides the prerequisite DB/data layer, later phases deliver user-visible behavior

### Pending Todos

None yet.

### Blockers/Concerns

- ⚠️ [Phase 8] Verify `profiles` table currency column name before writing auto-create code — check `supabase/migrations/001_profiles.sql` at planning time (research flagged this)
- ⚠️ [Phase 6] `setup_completed` backfill migration must ship before Phase 7 deploys — existing v1.0 users must not see the wizard on first v2.0 login

## Session Continuity

Last session: 2026-04-02
Stopped at: Roadmap created — ready to plan Phase 5
Resume file: None