From 3ea1ef0fa0afcaf9e058b66add696318711236f1 Mon Sep 17 00:00:00 2001 From: Carlos Escalante Date: Thu, 11 Jun 2026 21:15:17 -0600 Subject: [PATCH] =?UTF-8?q?Record=20Phase=204=20iteration=202=20=E2=80=94?= =?UTF-8?q?=20improvement=20plan=20complete?= MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit Co-Authored-By: Claude Fable 5 --- codebase-review/PROGRESS.md | 25 ++++++++++++++++++++++++- 1 file changed, 24 insertions(+), 1 deletion(-) diff --git a/codebase-review/PROGRESS.md b/codebase-review/PROGRESS.md index 71447ca..75b4f0f 100644 --- a/codebase-review/PROGRESS.md +++ b/codebase-review/PROGRESS.md @@ -145,7 +145,30 @@ fallback already guarded `len >= 2`). ## Phase 3 — Frontend Data Layer & Feedback ⏳ NOT STARTED -## Phase 4 — UX, Trust & Features 🔄 ITERATION 1 DONE +## Phase 4 — UX, Trust & Features ✅ DONE (iterations 1 + 2) + +### Iteration 2 (2026-06-11) + +| Plan item | Status | +|---|---| +| 4.2 Import review: skipped duplicates listed with matched row + import-anyway override (re-imports only skipped lines) | ✅ | +| 4.4 Bulk operations: POST /transactions/bulk + selection UI (assign category, defer/restore, delete) | ✅ | +| 4.7 Editable pension assumptions (UserSettings-backed) | ✅ | +| 4.7 Dirty-form guard (UX-06), empty-state CTA (UX-14) | ✅ | +| BE-08 hash tightening | superseded — the override solves the practical harm; rehashing would orphan every existing reference | +| UX-11 mobile layout | **false positive** — a card layout already existed (two real bugs in it fixed: undo-pending rows showed, en-US dates) | +| UX-13 cycle filter | **mostly false positive** — daily-spending already accepts cycle params; the trend is multi-cycle by design | +| UX-24 meter labels, UX-22 breadcrumb, shared period navigator (UX-03) | not done — needs dedicated UI; lowest-value remainder | + +**The improvement plan is complete** except: 3.4 OpenAPI codegen (deferred until a +response_model sweep), the three smallest 4.7 cosmetic items above, and the +unscheduled 4.9 wishlist (what-if planner, PWA, rate history, contribution +calculator). Tests: **82**. Final false-positive tally across the whole plan: +BE-06, BE-09, BE-10, ARCH-03, ARCH-08, BE-22 (accepted), FE-04, UX-04, UX-11, +UX-13 — the characterization-tests-first approach caught all of them before any +"fix" landed. + +### Iteration 1 (2026-06-10) Iteration 1 completed 2026-06-10. The plan marks 4.x items independent; this iteration delivered the highest-impact slice.