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

9.9 KiB

phase, verified, status, score, overrides_applied, human_verification
phase verified status score overrides_applied human_verification
06-preset-data-first-run-detection-and-db-safety 2026-04-20T19:15:00Z human_needed 5/5 0
test expected why_human
Attempt duplicate budget INSERT for same (user_id, start_date) via Supabase SQL editor INSERT fails with unique constraint violation error 23505 Requires a running Supabase instance with live DB to test constraint enforcement
test expected why_human
Attempt duplicate category INSERT for same (user_id, name) via Supabase SQL editor INSERT fails with unique constraint violation error 23505 Requires a running Supabase instance with live DB to test constraint enforcement
test expected why_human
Check profiles table for existing v1.0 user rows — confirm setup_completed = true All users who had categories or template items before migration show setup_completed = true Requires inspecting live database state after backfill

Phase 6: Preset Data, First-Run Detection, and DB Safety Verification Report

Phase Goal: The data layer is safe and ready -- duplicate budget/category writes are impossible at the DB level, and the app correctly identifies first-run users Verified: 2026-04-20T19:15:00Z Status: human_needed Re-verification: No -- initial verification

Goal Achievement

Observable Truths

# Truth Status Evidence
1 Attempting to create two budgets for the same user and month is rejected at the DB level VERIFIED 006_uniqueness_constraints.sql contains ADD CONSTRAINT budgets_user_month_unique UNIQUE (user_id, start_date) wrapped in BEGIN/COMMIT. User confirmed DB push completed successfully.
2 Attempting to create two categories with the same name for the same user is rejected at the DB level VERIFIED 006_uniqueness_constraints.sql contains ADD CONSTRAINT categories_user_name_unique UNIQUE (user_id, name) with safe deduplication DELETE. User confirmed DB push completed.
3 All existing v1.0 users have profiles.setup_completed = true after backfill VERIFIED 007_setup_completed.sql adds column boolean NOT NULL DEFAULT false then runs UPDATE with UNION covering both categories and template_items tables. User confirmed DB push applied.
4 useFirstRunState hook returns true only for users with zero categories or zero template items VERIFIED src/hooks/useFirstRunState.ts exports function returning { isFirstRun: categories.length === 0 || items.length === 0, loading: catLoading || tmplLoading }. Derives from useCategories() and useTemplate() caches. tsc --noEmit passes.
5 src/data/presets.ts contains ~15-20 curated budget items with i18n translation keys VERIFIED 19 items (4 income, 4 bill, 5 variable_expense, 2 debt, 2 saving, 2 investment). en.json and de.json both have presets key with 19 slugs across 6 type categories. Both JSON files parse cleanly.

Score: 5/5 truths verified

Deferred Items

Items not yet met but explicitly addressed in later milestone phases.

# Item Addressed In Evidence
1 useFirstRunState not yet consumed by any component Phase 7 Phase 7 SC 1: "A new user is automatically redirected to /setup on their first login" -- requires useFirstRunState
2 PRESETS/PresetItem not yet imported by any component Phase 7 Phase 7 SC 2: "recurring items step shows ~15-20 pre-filled common items" -- consumes PRESETS array

Required Artifacts

Artifact Expected Status Details
supabase/migrations/006_uniqueness_constraints.sql Atomic deduplication + unique constraint DDL VERIFIED 29 lines. BEGIN/COMMIT transaction. 2 DISTINCT ON dedup DELETEs. 2 ADD CONSTRAINT statements.
supabase/migrations/007_setup_completed.sql ALTER TABLE + backfill UPDATE VERIFIED 18 lines. ADD COLUMN setup_completed boolean NOT NULL DEFAULT false. UPDATE with UNION backfill.
src/lib/types.ts Profile interface with setup_completed VERIFIED Line 16: setup_completed: boolean present in Profile interface.
src/data/presets.ts PresetItem interface + PRESETS array VERIFIED Exports PresetItem interface and PRESETS array with 19 items. No one_off tier values. Pure static module.
src/i18n/en.json English preset translations VERIFIED Top-level presets key with 6 type groups, 19 total slugs. Valid JSON.
src/i18n/de.json German preset translations VERIFIED Top-level presets key with 6 type groups, 19 total slugs. Valid JSON.
src/hooks/useFirstRunState.ts Derived first-run state hook VERIFIED 28 lines. Exports useFirstRunState() returning { isFirstRun, loading }. No direct Supabase calls.
From To Via Status Details
007_setup_completed.sql profiles table ALTER TABLE ADD COLUMN WIRED setup_completed boolean NOT NULL DEFAULT false present
src/lib/types.ts Profile interface TypeScript field WIRED setup_completed: boolean on line 16
src/data/presets.ts src/lib/types.ts import type { CategoryType } WIRED Line 1 imports CategoryType from types
src/i18n/en.json presets.{type}.{slug} react-i18next dot-path WIRED "presets" key present with nested type/slug structure
src/hooks/useFirstRunState.ts src/hooks/useCategories.ts useCategories() call WIRED Line 1 import + line 21 invocation
src/hooks/useFirstRunState.ts src/hooks/useTemplate.ts useTemplate() call WIRED Line 2 import + line 22 invocation

Data-Flow Trace (Level 4)

Artifact Data Variable Source Produces Real Data Status
src/hooks/useFirstRunState.ts categories, items useCategories() cache, useTemplate() cache Yes -- upstream hooks query Supabase FLOWING
src/data/presets.ts PRESETS Static array literal Yes -- 19 hardcoded items (intentionally static) FLOWING

Behavioral Spot-Checks

Behavior Command Result Status
TypeScript compiles cleanly npx tsc --noEmit Zero errors (no output) PASS
Migration 006 has 2 constraints grep -c "ADD CONSTRAINT" 006_uniqueness_constraints.sql 2 PASS
Migration 006 is transactional grep -c "BEGIN" 006_uniqueness_constraints.sql 1 PASS
Migration 007 has column add grep "ADD COLUMN setup_completed" 007_setup_completed.sql 1 match PASS
Migration 007 has backfill grep "UPDATE profiles" 007_setup_completed.sql 1 match PASS
Presets has 19 items grep -c '{ slug:' src/data/presets.ts 19 PASS
No one_off in presets grep "one_off" src/data/presets.ts 0 matches PASS
en.json has 19 preset slugs node JSON parse + count 19 PASS
de.json has 19 preset slugs node JSON parse + count 19 PASS
useFirstRunState exports function grep "export function useFirstRunState" 1 match PASS

Requirements Coverage

Requirement Source Plan Description Status Evidence
AUTO-01 06-01, 06-03 Auto-budget uses template on first month visit SATISFIED (Phase 6 portion) Budgets unique constraint prevents duplicates; useFirstRunState detects first-run. Full auto-creation in Phase 8.
AUTO-03 06-01, 06-02 Auto-creation uses user's configured currency SATISFIED (Phase 6 portion) Preset amounts are plain EUR numbers with no currency symbol. Profile has currency field. Full currency usage in Phase 8.
SETUP-01 06-01, 06-03 New user guided through wizard SATISFIED (Phase 6 portion) setup_completed column + backfill identifies existing users. useFirstRunState hook detects new users. Wizard UI in Phase 7.
SETUP-02 06-02 User sees pre-filled common budget items SATISFIED (Phase 6 portion) 19 preset items in PRESETS array with en/de translations. Wizard display in Phase 7.

No orphaned requirements found -- all 4 IDs (AUTO-01, AUTO-03, SETUP-01, SETUP-02) appear in plan frontmatter and are traced to REQUIREMENTS.md.

Anti-Patterns Found

File Line Pattern Severity Impact
(none) - - - No anti-patterns detected in any phase 6 artifact

Human Verification Required

1. Budget Unique Constraint Enforcement

Test: In Supabase SQL editor, INSERT two budget rows with the same user_id and start_date. Expected: Second INSERT fails with error code 23505 (unique_violation). Why human: Requires running Supabase instance with live DB. Note: User already confirmed DB push succeeded, but runtime constraint rejection is a behavioral check.

2. Category Unique Constraint Enforcement

Test: In Supabase SQL editor, INSERT two category rows with the same user_id and name. Expected: Second INSERT fails with error code 23505 (unique_violation). Why human: Requires running Supabase instance with live DB.

3. Backfill Correctness for Existing Users

Test: In Supabase Table Editor, check profiles rows for users who existed before migration 007. Expected: Any user with existing categories or template items has setup_completed = true. New test users have setup_completed = false. Why human: Requires inspecting live database state.

Gaps Summary

No gaps found. All 5 roadmap success criteria are verified at the code/artifact level. Two artifacts (useFirstRunState hook and PRESETS array) are intentionally orphaned -- they are consumed by Phase 7 (Setup Wizard), which is the next phase.

Three items require human verification against the live database: budget constraint enforcement, category constraint enforcement, and backfill correctness. These are behavioral checks that cannot be verified by static code analysis alone.


Verified: 2026-04-20T19:15:00Z Verifier: Claude (gsd-verifier)