Files
Sage/.planning/STATE.md
Dani B 3e9a698bf2 docs: create roadmap (12 phases)
Phases:
1. Auth & Accounts
2. Household Creation
3. Barcode Scanning
4. Manual Entry & Search
5. Expiration Management
6. In-App Notifications
7. External Notifications (Discord, ntfy, Pushbullet, Telegram)
8. Usage Tracking
9. AI Shopping Prediction
10. Local Sales Tracking
11. Web App & Cross-Platform UI Polish
12. Setup Wizard & Onboarding

All 62 v1 requirements mapped to exactly one phase (100% coverage).
Critical path: 1→2→3→4→5→6→7
Parallel path: 4→8→9→10
Core value delivered after Phase 5 (expiration alerts).

Co-Authored-By: Claude Haiku 4.5 <noreply@anthropic.com>
2026-01-27 23:50:49 -05:00

8.4 KiB

Sage Project State

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


Current Focus

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


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)


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% ✓)


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


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

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.


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


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


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

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

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

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)

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