SimpleFinanceDash/.planning/phases/06-preset-data-first-run-detection-and-db-safety/06-01-SUMMARY.md

phase, plan, subsystem, tags, dependency_graph, tech_stack, key_files, decisions, metrics

phase	plan	subsystem	tags	dependency_graph	tech_stack	key_files	decisions	metrics
06-preset-data-first-run-detection-and-db-safety	01	database	migrations schema typescript constraints first-run	requires provides affects uniqueness-constraints setup_completed-column profile-type-update profiles budgets categories	added patterns safe-deduplication-before-unique-constraint alter-table-with-backfill	created modified supabase/migrations/006_uniqueness_constraints.sql supabase/migrations/007_setup_completed.sql src/lib/types.ts	Used wider UNION backfill in 007 (categories OR template_items) per Pitfall 3 guidance — protects v1.0 users with templates but no categories Migration 006 wraps deduplication DELETE and ADD CONSTRAINT in single BEGIN/COMMIT for atomicity	duration completed tasks_completed tasks_total 4 minutes 2026-04-20 3 3

Phase 06 Plan 01: DB Safety Constraints and First-Run Flag Summary

One-liner: Two atomic SQL migrations adding UNIQUE constraints on budgets/categories with safe deduplication, plus a setup_completed boolean on profiles with UNION backfill, synced to the TypeScript Profile interface.

Tasks Completed

Task	Name	Commit	Files
1	Migration 006: uniqueness constraints	23fd3fa	supabase/migrations/006_uniqueness_constraints.sql
2	Migration 007: setup_completed column + backfill	0f441b6	supabase/migrations/007_setup_completed.sql
3	Update Profile TypeScript interface	39840ca	src/lib/types.ts

What Was Built

Migration 006 (006_uniqueness_constraints.sql): A single BEGIN/COMMIT transaction that:

1. DELETEs duplicate budgets keeping the oldest per (user_id, start_date) using DISTINCT ON
2. ADDs CONSTRAINT budgets_user_month_unique UNIQUE (user_id, start_date)
3. DELETEs duplicate categories keeping the oldest per (user_id, name) using DISTINCT ON
4. ADDs CONSTRAINT categories_user_name_unique UNIQUE (user_id, name)

Migration 007 (007_setup_completed.sql): Two statements:

1. ALTER TABLE profiles ADD COLUMN setup_completed boolean NOT NULL DEFAULT false
2. UPDATE profiles SET setup_completed = true WHERE id IN (SELECT DISTINCT user_id FROM categories UNION SELECT t.user_id FROM templates t INNER JOIN template_items ti ON ti.template_id = t.id)

TypeScript (src/lib/types.ts): Added setup_completed: boolean to the Profile interface between currency and created_at. tsc --noEmit passes cleanly.

Deviations from Plan

None — plan executed exactly as written. The UNION backfill in migration 007 was specified in the plan (per Pitfall 3 guidance from RESEARCH.md).

Known Stubs

None — this plan produces SQL DDL and a TypeScript type update; no UI or data-flow stubs.

Threat Flags

No new threat surface beyond what was documented in the plan's threat model. The UNIQUE constraints directly address T-06-01 and T-06-02. The setup_completed column is a UX routing flag with existing RLS (T-06-03 accepted).

Self-Check

• supabase/migrations/006_uniqueness_constraints.sql exists — FOUND
• supabase/migrations/007_setup_completed.sql exists — FOUND
• src/lib/types.ts contains setup_completed: boolean — FOUND (line 16)
• tsc --noEmit passed with no errors
• Commits 23fd3fa, 0f441b6, 39840ca exist in git log

Self-Check: PASSED