Create a new user (zero categories/template items), log in, verify auto-redirect to /setup and complete the 3-step wizard flow end-to-end
Step 1 shows income pre-filled at 3000 with EUR suffix. Step 2 shows grouped presets with bills+variable_expense pre-checked. AllocationBar updates live. Step 3 shows read-only summary. Complete creates categories + template items, redirects to dashboard with success toast.
Full user flow spanning multiple pages, Supabase writes, React Query cache invalidation, redirect behavior, and toast notifications cannot be verified statically
test
expected
why_human
Test skip flow: fresh user clicks Skip setup from step 1
Redirects to dashboard with no data created, setup_completed=true in profiles table
Requires Supabase interaction and verifying database state after redirect
test
expected
why_human
Test localStorage persistence: start wizard, advance to step 2, refresh page
Wizard resumes at step 2 with previously entered income preserved
Browser localStorage behavior cannot be verified without running the app
test
expected
why_human
Verify no redirect loop: after completing wizard, dashboard loads normally
Dashboard renders without redirecting back to /setup
Requires React Query cache freshness and useFirstRunState reading updated data after completion
Phase 7: Setup Wizard Verification Report
Phase 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
Verified: 2026-04-20T19:30:00Z
Status: human_needed
Re-verification: No -- initial verification
Goal Achievement
Observable Truths
#
Truth
Status
Evidence
1
A new user is automatically redirected to /setup on first login and sees a 3-step wizard
VERIFIED
DashboardPage.tsx:293 if (isFirstRun) return <Navigate to="/setup" replace />, SetupPage renders WizardStepper with 3 steps
2
The recurring items step shows ~15-20 pre-filled common items with editable default amounts
VERIFIED
RecurringItemsStep imports PRESETS (20 items counted in presets.ts), renders each with PresetItemRow including editable amount Input
3
A "remaining to allocate" balance updates live as items are checked/unchecked
VERIFIED
AllocationBar computes income - totalChecked inline, renders with aria-live="polite", colors switch at remaining < 0
4
User can skip any step or skip setup entirely without creating data
VERIFIED
handleSkipStep advances steps, handleSkipSetup clears localStorage + marks setup_completed=true + redirects, no category/template creation
5
Completing the wizard creates a populated template and refreshing mid-wizard restores state
VERIFIED
handleComplete creates categories via create.mutateAsync + template items via createItem.mutateAsync; useWizardState reads/writes localStorage keyed by userId
User sees pre-filled common budget items with sensible defaults (~15-20 items)
SATISFIED
20 PRESETS in presets.ts, rendered in RecurringItemsStep with defaultAmount
SETUP-03
07-02
User can skip any wizard step or the entire wizard
SATISFIED
handleSkipStep + handleSkipSetup in SetupPage
SETUP-04
07-01
User sees a live "remaining to allocate" balance updating as items are selected
SATISFIED
AllocationBar with computed remaining, aria-live="polite"
SETUP-05
07-02
User's template is created from wizard selections on completion
SATISFIED
handleComplete creates categories + template items via mutateAsync
Anti-Patterns Found
File
Line
Pattern
Severity
Impact
(none)
-
-
-
No TODOs, FIXMEs, placeholders, or stubs found in any wizard file
Human Verification Required
1. Full Wizard Flow (End-to-End)
Test: Create a new user (zero categories/template items), log in, verify auto-redirect to /setup and complete the 3-step wizard flow end-to-end
Expected: Step 1 shows income pre-filled at 3000 with EUR suffix. Step 2 shows grouped presets with bills+variable_expense pre-checked. AllocationBar updates live. Step 3 shows read-only summary. Complete creates categories + template items, redirects to dashboard with success toast.
Why human: Full user flow spanning multiple pages, Supabase writes, React Query cache invalidation, redirect behavior, and toast notifications cannot be verified statically
2. Skip Flow
Test: Fresh user clicks "Skip setup" from step 1
Expected: Redirects to dashboard with no data created, setup_completed=true in profiles table
Why human: Requires Supabase interaction and verifying database state after redirect
3. localStorage Persistence
Test: Start wizard, advance to step 2, refresh page
Expected: Wizard resumes at step 2 with previously entered income preserved
Why human: Browser localStorage behavior cannot be verified without running the app
4. No Redirect Loop After Completion
Test: After completing wizard, verify dashboard loads normally without re-redirecting to /setup
Expected: Dashboard renders correctly, useFirstRunState returns isFirstRun=false
Why human: Requires React Query cache freshness and useFirstRunState reading updated data after completion
Gaps Summary
No code-level gaps found. All artifacts exist, are substantive (no stubs or placeholders), are properly wired, and TypeScript compiles cleanly. The implementation covers all 5 ROADMAP success criteria and all 5 requirement IDs (SETUP-01 through SETUP-05). Human verification is needed to confirm the runtime behavior (Supabase writes, redirect flows, localStorage persistence).
Verified: 2026-04-20T19:30:00ZVerifier: Claude (gsd-verifier)
