SimpleFinanceDash/.planning/STATE.md

gsd_state_version, milestone, milestone_name, status, stopped_at, last_updated, last_activity, progress

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