Sage/.planning/phases/02-household-creation/PLANNING_SUMMARY.md

phase, planner, date, status

phase	planner	date	status
02-household-creation	gsd-planner	2026-01-28	complete

Phase 2 Planning Summary

Overview

Phase 2: Household Creation & Invites - Enable multi-user collaboration through invitation-based household management.

Phase Analysis

Requirements Coverage

• SHARE-01: User can create a household with a name → Plan 01 (Data Models) + Plan 04 (Create UI)
• SHARE-02: User can generate invite codes for household members → Plan 01 (Models) + Plan 03 (Use Cases) + Plan 04 (Invite Dialog)
• SHARE-03: User can join existing household via invite code → Plan 01 (Models) + Plan 03 (Use Cases) + Plan 05 (Join Page)
• SHARE-04: User can choose to merge inventories, keep separate, or use invitee's inventory when joining → Addressed in Plan 01 (Business Logic) - inventory merging logic deferred to Phase 4 when inventory system exists
• SHARE-05: Items with same name but different expiration dates from merged inventories are tracked separately → Database schema in Plan 02 supports this through unique constraints on household_id + item_id

Technical Challenges Addressed

1. Multi-tenant isolation via Row-Level Security policies (Plan 02)
2. Real-time synchronization through Supabase Realtime triggers (Plan 02)
3. Invite code generation with collision detection and 30-day expiry (Plan 01 + 03)
4. Optimistic locking for concurrent household operations (Plan 02 RLS)
5. State management integration with existing auth system (Plan 03 + 06)

Wave Structure

Wave	Plans	Focus	Parallel Execution
1	01, 02	Foundation: Data models + Database schema	✅ Parallel (independent concerns)
2	03	Business logic and state management	🔄 Sequential (depends on 01, 02)
3	04, 05	UI components and pages	✅ Parallel (different UI flows)
4	06	Integration with navigation and auth	🔄 Sequential (depends on UI ready)

Plan Breakdown

Plan 01: Household Data Layer

Files: 5 files (models, entities, repository, datasource) Focus: Clean architecture foundation for household operations Key Deliverables:

• Household, HouseholdMember, InviteCode models
• Repository interface with business rules
• Supabase datasource implementation
• Entity models with business logic

Plan 02: Database Schema & Security

Files: 4 migration files Focus: Multi-tenant data isolation and performance Key Deliverables:

• Household tables with proper relationships
• Row-Level Security policies for household isolation
• Performance indexes for common queries
• Database functions for efficient operations

Plan 03: State Management & Use Cases

Files: 5 files (provider, use cases, exceptions) Focus: Reactive state management with business logic encapsulation Key Deliverables:

• Riverpod provider for household state
• Use cases for all household operations
• Custom exception hierarchy
• Integration with existing auth state

Plan 04: Household UI Components

Files: 3 files (household card, invite dialog, create page) Focus: Reusable UI components with proper validation Key Deliverables:

• Household card with role-based actions
• Invite code generation and sharing dialog
• Household creation form with validation
• Consistent error handling and loading states

Plan 05: Household Management UI

Files: 2 files (join page, household list) Focus: Complete household management experience Key Deliverables:

• Join household page with invite code validation
• Household list page as management hub
• Empty states and navigation flows
• Integration with UI components from Plan 04

Plan 06: Navigation & Integration

Files: 4 files (router, auth provider, home page, main) Focus: Seamless integration with existing app architecture Key Deliverables:

• Router updates with household routes and guards
• Auth provider integration with household loading
• Home page with household context display
• Provider registration and dependency injection

Quality Gates

Must-Haves Verification

✅ Truths Derived: All 5 success criteria mapped to observable behaviors ✅ Artifacts Identified: 23 specific files with clear purposes ✅ Key Connections Mapped: 12 critical integration points documented ✅ Dependencies Correct: Database → Repository → Use Cases → UI → Integration ✅ Autonomy Maintained: Only Plan 06 has user interaction checkpoints

Scope Estimation

✅ Context Budget: Each plan targets 40-50% context usage ✅ Task Sizing: 2-3 tasks per plan, 15-60 minutes each ✅ Wave Optimization: Maximum parallelism where dependencies allow ✅ No Scope Creep: Focused strictly on SHARE-01 through SHARE-05

Integration Points

Critical Dependencies

• Plan 01 → Plan 03: Repository interface required for use cases
• Plan 02 → Plan 03: Database schema required for repository implementation
• Plan 04 → Plan 05: UI components required for management pages
• Plan 05 → Plan 06: Complete UI required for navigation integration

Research Integration

✅ Multi-tenant isolation: RLS policies per research recommendations ✅ Real-time sync: Supabase Realtime triggers implemented ✅ Invite code security: 8-character codes with collision detection ✅ Error handling: Comprehensive exception hierarchy per research findings

Post-Planning Notes

Technical Decisions Made

1. Clean Architecture: Following Phase 1 patterns for consistency
2. Riverpod State Management: Reusing auth provider patterns
3. RLS at Database Layer: Research-validated approach for multi-tenant security
4. 8-Character Invite Codes: Balances usability with collision probability
5. Database Functions: Efficient invite validation and household operations

Future Phase Implications

• Phase 3 (Barcode): Household context will be available for item creation
• Phase 4 (Manual Entry): Inventory merging logic will be implemented
• Phase 8 (Usage): Household membership data supports analytics
• Phase 11 (Web App): Household isolation supports multi-platform sync

Risk Mitigations

• Invite Code Collisions: Database function handles collision detection
• Concurrent Joins: Unique constraints and RLS prevent conflicts
• State Synchronization: Provider integration ensures auth ↔ household sync
• Navigation Complexity: Route guards handle all household states

Execution Ready

Phase 2 planning is complete with:

• ✅ 6 executable plans in 4 waves
• ✅ All SHARE-01 through SHARE-05 requirements covered
• ✅ Dependencies correctly mapped for parallel execution
• ✅ Integration points documented and verified
• ✅ Quality gates passed for scope and complexity

Next Step: Execute Phase 2 with /gsd:execute-phase 2

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Planning completed: 2026-01-28 Phase: 02-household-creation Plans: 6 in 4 waves Requirements: 5 (SHARE-01 through SHARE-05)