Record Phase 4 iteration 2 — improvement plan complete
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Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
This commit is contained in:
Carlos Escalante
2026-06-11 21:15:17 -06:00
parent 8713eaa4d8
commit 3ea1ef0fa0

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@@ -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| BE-08 hash tightening | superseded — the override solves the practical harm; rehashing would orphan every existing reference |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.