SimpleFinanceDash/.planning/phases/06-preset-data-first-run-detection-and-db-safety/06-03-SUMMARY.md

phase, plan, subsystem, tags, started, completed, status, dependency_graph, tech_stack, key_files, decisions, metrics

phase	plan	subsystem	tags	started	completed	status	dependency_graph	tech_stack	key_files	decisions	metrics
06	03	first-run-detection	hooks supabase migrations first-run	2026-04-20T17:32:09Z	2026-04-20T18:07:20Z	complete	requires provides affects 06-01 06-02 useFirstRunState-hook db-schema-live phase-07-wizard	added patterns derived-state-hook loading-guard-pattern	created modified src/hooks/useFirstRunState.ts	Hook derives state from existing React Query caches (useCategories + useTemplate) with zero additional network calls DB migrations applied manually by user via supabase db push after checkpoint gate	duration tasks_completed files_created files_modified ~35min (including checkpoint wait) 3 1 0

Phase 06 Plan 03: useFirstRunState Hook and DB Schema Push Summary

Derived first-run detection hook reading from React Query cache with loading guard to prevent spurious redirects, plus live DB schema with uniqueness constraints and setup_completed column.

What Was Built

useFirstRunState Hook (src/hooks/useFirstRunState.ts)

A read-only derived state hook that composes useCategories() and useTemplate() to determine whether the current user is a first-run user (no categories or no template items). Returns { isFirstRun: boolean, loading: boolean }. The loading flag is critical -- callers in Phase 7 must check !loading && isFirstRun before redirecting to prevent false positives while queries are in flight.

DB Schema Push (migrations 006 + 007)

User applied both migrations via supabase db push:

• Migration 006: UNIQUE constraints on budgets(user_id, start_date) and categories(user_id, name) with safe deduplication
• Migration 007: setup_completed boolean column on profiles with backfill for existing users

Task Execution

Task	Name	Commit	Status
1	Create useFirstRunState.ts	0c1105f	Complete
2	DB schema push (migrations 006+007)	Manual (user)	Complete - user applied
3	Human verification checkpoint	N/A	Approved by user

Decisions Made

1. Zero-network-call design -- Hook reads from existing React Query caches rather than making its own Supabase calls, avoiding redundant fetches.
2. Manual DB push -- supabase db push required interactive confirmation; user ran it manually after checkpoint gate.

Deviations from Plan

None -- plan executed exactly as written.

Known Stubs

None -- hook is fully wired to existing data sources.

Verification Results

• export function useFirstRunState found in hook file
• Both useCategories and useTemplate imports present
• npx tsc --noEmit passes with zero errors
• Migration files 006 and 007 exist in supabase/migrations/
• User confirmed DB constraints and setup_completed column are live in Supabase dashboard

Requirements Covered

• AUTO-01: useFirstRunState provides first-run detection for auto-budget flow
• AUTO-03: No hardcoded currency -- amounts are plain numbers throughout
• SETUP-01: setup_completed column + backfill (plan 01) + useFirstRunState detection (plan 03)
• SETUP-02: Preset library with 19 items delivered in plan 02

Self-Check: PASSED

• src/hooks/useFirstRunState.ts exists
• Commit 0c1105f verified in git log
• TypeScript compiles cleanly
• Migration files present on disk