# Sage Project State

**Last updated:** 2026-01-27
**Status:** Roadmap complete, ready for Phase 1 planning

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## Current Focus

**Phase:** Roadmap created (not yet executing phases)
**Action:** Ready for `/gsd:plan-phase 1` to begin Phase 1 (Auth & Account Basics) planning

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## Project Reference

**Project:** Sage — Collaborative Household Food Inventory Tracker

**Core Value:** Users get accurate expiration alerts and never waste food due to forgotten ingredients

**See:** `.planning/PROJECT.md` (last updated 2026-01-27)

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## Phase Overview & Progress

| Phase | Name | Goal | Requirements | Success Criteria | Status |
|-------|------|------|--------------|------------------|--------|
| 1 | Auth & Account | Users log in securely | AUTH-01-05 (5) | 5 | Pending |
| 2 | Household Creation | Multi-user households | SHARE-01-05 (5) | 5 | Pending |
| 3 | Barcode Scanning | Core inventory via barcode | INV-01, UI-07, DATA-01 (3) | 5 | Pending |
| 4 | Manual Entry & Search | Complete core tracking | INV-02-05, SHARE-06-09 (6) | 5 | Pending |
| 5 | Expiration Mgmt | Expiration alerts | EXP-01-07 (7) | 5 | Pending |
| 6 | In-App Notifications | Local alert center | NOTF-01 (1) | 5 | Pending |
| 7 | External Notifications | Discord/ntfy/Telegram/Pushbullet | NOTF-02-07 (6) | 5 | Pending |
| 8 | Usage Tracking | Consumption history | INV-06-07, AI-01-03 (5) | 5 | Pending |
| 9 | AI Shopping Prediction | Smart recommendations | AI-04-07 (4) | 5 | Pending |
| 10 | Sales Tracking | Local deals integration | SALES-01-07 (7) | 5 | Pending |
| 11 | Web App & Polish | Cross-platform access | UI-01-06, DATA-02-05, SHARE-10 (10) | 5 | Pending |
| 12 | Setup Wizard | Onboarding & FOSS setup | SETUP-01-06, DATA-06-09 (10) | 5 | Pending |

**Total Requirements Mapped:** 62 / 62 (100% ✓)

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## Requirement Traceability

**Coverage by category:**

| Category | Count | Phases | Status |
|----------|-------|--------|--------|
| Authentication | 5 | 1 | Pending |
| Sharing & Multi-User | 10 | 2, 4, 11 | Pending |
| Inventory Core | 7 | 3, 4, 8 | Pending |
| Expiration | 7 | 5 | Pending |
| Notifications | 7 | 6, 7 | Pending |
| AI Prediction | 7 | 8, 9 | Pending |
| Sales Tracking | 7 | 10 | Pending |
| Setup & Onboarding | 6 | 12 | Pending |
| UI & Platform | 7 | 3, 11 | Pending |
| Data & Performance | 9 | 3, 11, 12 | Pending |

**Detailed mapping:** See `.planning/ROADMAP.md` "Requirement Mapping Summary" table

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## Critical Dependencies

**Blocking order (must complete in sequence):**
1. Phase 1 (Auth) must complete before any feature phases can start
2. Phase 2 (Households) must complete before Phase 3 (inventory sync requires household context)
3. Phase 3 (Barcode) must complete before Phase 4 (search/filtering refinement)
4. Phase 4 (Manual Entry) must complete before Phase 5 (expiration depends on items existing)
5. Phase 5 (Expiration) must complete before Phase 6-7 (notifications depend on expiration logic)

**Parallel opportunities:**
- Phase 8 (Usage Tracking) can start after Phase 4 completes (independent of Phases 5-7)
- Phase 11 (Web App & Polish) can start after Phase 5 completes
- Phase 10 (Sales Tracking) can start after Phase 8 completes

**Final dependencies:**
- Phase 12 (Setup Wizard) references all phases; executes last

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## Roadmap Structure Summary

**12 phases** organized in 3 tiers:

**Tier 1: Foundations (Phases 1-2)**
- Auth & account management
- Household creation and invites
- Multi-user membership basis

**Tier 2: Core Value Delivery (Phases 3-7)**
- Barcode scanning (INV-01, core)
- Manual entry & search (INV-02-05)
- Expiration management (EXP-01-07, core value delivered after Phase 5)
- Notification system (NOTF-01-07, user engagement)

**Tier 3: Differentiation (Phases 8-10)**
- Usage tracking (foundation for intelligence)
- AI shopping prediction (main differentiator)
- Sales tracking (secondary differentiator)

**Tier 4: Polish & UX (Phases 11-12)**
- Web app & cross-platform UI
- Setup wizard & guided onboarding

**Depth calibration:** Research suggested 3 phases; comprehensive depth expands this to 12 focused milestones that respect natural delivery boundaries and allow earlier user validation.

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## Success Criteria (Phase Level)

**Phase 1 Success:** Users can authenticate securely, sessions persist across restarts

**Phase 2 Success:** Multiple users can join households via invite codes, see shared context

**Phase 3 Success:** Users can scan barcodes and instantly add products to inventory

**Phase 4 Success:** Users can manually add items, search inventory, edit details in real-time

**Phase 5 Success:** System tracks expiration dates and alerts users 3 days before spoilage (core value)

**Phase 6 Success:** Notifications appear in app notification center with snooze/dismiss options

**Phase 7 Success:** Expiration alerts flow to Discord, ntfy, Pushbullet, Telegram (user's choice)

**Phase 8 Success:** System records consumption events (used/wasted) with timestamps; patterns detectable

**Phase 9 Success:** Predictions appear after 2+ weeks data; users see "You'll need milk in 3 days" style alerts

**Phase 10 Success:** Users can track local sales; system alerts when predicted items go on sale

**Phase 11 Success:** Web app accessible from browser; multi-device sync <10 seconds; dark/light modes readable

**Phase 12 Success:** New users complete onboarding in <5 minutes with setup wizard; code is FOSS + Docker

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## Research Flags (Known Unknowns)

**Phase 1 Research Needed:**
- Barcode database coverage (Open Food Facts + USDA coverage varies by region)
- Supabase free tier keep-alive strategy (7-day inactivity pause is documented gotcha)
- Realtime WebSocket stability with 3+ simultaneous household members

**Phase 3 Research Needed:**
- Barcode API rate limit validation (assuming 90% cache hit rate)

**Phase 9 Research Needed:**
- ML vs heuristics decision point (simple frequency-based vs complex models)

**Phase 10 Research Needed:**
- Store API licensing terms (Kroger, Whole Foods, regional chains vary)
- Community moderation if building user-contributed barcode data

**See:** `.planning/research/SUMMARY.md` "Gaps to Address During Planning" section

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## Decision Log

| Decision | Rationale | Status |
|----------|-----------|--------|
| 12-phase structure (not 3) | Comprehensive depth allows focused milestones + earlier user validation | Approved |
| Barcode scanning Phase 3 | Core value; must validate scanning works before adding manual entry complexity | Pending |
| Expiration Phase 5 (not Phase 1) | Separates expiration from item tracking; alerts need items to exist first | Pending |
| Notifications split (in-app vs external) | In-app (Phase 6) validates notification UX; external (Phase 7) adds integrations | Pending |
| AI Prediction Phase 9 (not Phase 2) | Requires 2+ weeks consumption data (Phase 8) to train; premature in Phase 2 | Pending |
| Setup Wizard Phase 12 (last) | Must reference all features; executes after all capabilities are built | Pending |

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## Metrics to Track

**Phase Completion Metrics:**
- Days to complete (phase vs estimate)
- Bugs found in phase vs previous phases (regression tracker)
- Requirements coverage (all success criteria demonstrated)

**User Validation Metrics (future):**
- Phase 3: % of users attempting barcode scan
- Phase 5: % of users receiving expiration alert
- Phase 8: % of users recording consumption events
- Phase 9: Prediction accuracy (recall >80% for next purchase date)
- Overall: 30-day retention, users per household, expiration alert conversion

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## Next Actions

1. **Approve roadmap** — User reviews ROADMAP.md and STATE.md
2. **Begin Phase 1 planning** — `/gsd:plan-phase 1` to decompose Phase 1 into executable plans
3. **Start Phase 1 implementation** — Implement AUTH-01-05 per plan details
4. **Validate Phase 1 completion** — All 5 success criteria demonstrated before Phase 2 starts

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## Session Context

**This session:**
- Analyzed PROJECT.md, REQUIREMENTS.md, research/SUMMARY.md
- Derived 12-phase structure from 62 v1 requirements
- Created full ROADMAP.md with success criteria, dependencies, mapping
- Created STATE.md project tracking document
- Updated REQUIREMENTS.md traceability table

**Tokens used:** ~24K (analysis + writing)

**Files created/updated:**
- `.planning/ROADMAP.md` ✓ (12 phases, 62 requirements, 100% coverage)
- `.planning/STATE.md` ✓ (project state tracking)
- `.planning/REQUIREMENTS.md` ✓ (traceability table updated)

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*State document created: 2026-01-27*
*Roadmap approved for planning: No (awaiting user confirmation)*