# generated: 2026-05-27
# last_updated: 2026-05-27T06:00:00
# project: financials
# project_key: NOKEY
# tracking_system: file-system
# story_location: docs/stories

# STATUS DEFINITIONS:
# ==================
# Epic Status:
#   - backlog: Epic not yet started
#   - in-progress: Epic actively being worked on
#   - done: All stories in epic completed
#
# Epic Status Transitions:
#   - backlog → in-progress: Automatically when first story is created (via create-story)
#   - in-progress → done: Manually when all stories reach 'done' status
#
# Story Status:
#   - backlog: Story only exists in epic file
#   - ready-for-dev: Story file created in stories folder
#   - in-progress: Developer actively working on implementation
#   - review: Ready for code review (via Dev's code-review workflow)
#   - done: Story completed
#
# Retrospective Status:
#   - optional: Can be completed but not required
#   - done: Retrospective has been completed
#
# WORKFLOW NOTES:
# ===============
# - Epic transitions to 'in-progress' automatically when first story is created
# - Stories can be worked in parallel if team capacity allows
# - Developer typically creates next story after previous one is 'done' to incorporate learnings
# - Dev moves story to 'review', then runs code-review (fresh context, different LLM recommended)

generated: 2026-05-27
last_updated: 2026-05-27T17:00:00
project: financials
project_key: NOKEY
tracking_system: file-system
story_location: docs/stories

development_status:

  # ─────────────────────────────────────────────────────────────────
  # Epic 1: Technical Foundation — Scaffold, DB & Models
  # ─────────────────────────────────────────────────────────────────
  epic-1: in-progress
  1-1-project-scaffold-environment-setup: done
  1-2-test-infrastructure-conftest-py: done
  1-3-staged-transaction-contracts-duplicate-detector-tdd: review
  1-4-core-domain-models-first-database-migration: review
  1-5-app-factory-wal-mode-deployment-configuration: review
  epic-1-retrospective: optional

  # ─────────────────────────────────────────────────────────────────
  # Epic 2: Technical Foundation — Shared Infrastructure
  # ─────────────────────────────────────────────────────────────────
  epic-2: in-progress
  2-1-base-template-navigation-structure: review
  2-2-shared-template-components-8-components: review
  2-3-css-architecture-vendor-assets: review
  2-4-javascript-utilities-api-error-helper: review
  epic-2-retrospective: optional

  # ─────────────────────────────────────────────────────────────────
  # Epic 3: Transaction & Category Management
  # ─────────────────────────────────────────────────────────────────
  epic-3: backlog
  3-1-account-setup: review
  3-2-category-foundation-system-defaults-custom-category-crud: review
  3-3-manual-transaction-entry: review
  3-4-transaction-edit-delete: review
  3-5-transaction-list-filtering-search-sorting-pagination: review
  3-6-csv-transaction-export: review
  3-7-first-run-empty-state-experience: review
  epic-3-retrospective: optional

  # ─────────────────────────────────────────────────────────────────
  # Epic 4: Budget Management & Settings
  # ─────────────────────────────────────────────────────────────────
  epic-4: backlog
  4-1-settings-monthly-income: review
  4-2-monthly-budget-entry-per-category: review
  4-3-first-use-budget-template-50-30-20: review
  4-4-budget-actuals-view-spending-chart: review
  4-5-historical-budget-vs-actuals: review
  epic-4-retrospective: optional

  # ─────────────────────────────────────────────────────────────────
  # Epic 5: Bills & Debts Tracking
  # ─────────────────────────────────────────────────────────────────
  epic-5: in-progress
  5-1-recurring-bill-setup-management: review
  5-2-bills-list-view: review
  5-3-mark-bill-as-paid: review
  5-4-non-credit-debt-tracking: review
  epic-5-retrospective: optional

  # ─────────────────────────────────────────────────────────────────
  # Epic 6: Paydown Planner
  # ─────────────────────────────────────────────────────────────────
  epic-6: in-progress
  6-1-credit-card-account-setup: review
  6-2-amortization-engine-all-5-strategies: review
  6-3-strategy-comparison-view: review
  6-4-strategy-detail-amortization-table-payoff-chart: review
  6-5-plan-activation: review
  epic-6-retrospective: optional

  # ─────────────────────────────────────────────────────────────────
  # Epic 7: Paydown Monitor
  # ─────────────────────────────────────────────────────────────────
  epic-7: in-progress
  7-1-paydown-monitor-view-deviation-detection: review
  7-2-monthly-balance-updates: review
  7-3-strategy-switch-plan-archival: review
  epic-7-retrospective: optional

  # ─────────────────────────────────────────────────────────────────
  # Epic 8: Dashboard (Phase 1 Capstone)
  # ─────────────────────────────────────────────────────────────────
  epic-8: in-progress
  8-1-dashboard-shell-summary-service: review
  8-2-budget-burn-monthly-summary-widgets: review
  8-3-upcoming-bills-recent-transactions-widgets: review
  8-4-debt-paydown-progress-widget-full-dashboard-integration: review
  epic-8-retrospective: optional

  # ─────────────────────────────────────────────────────────────────
  # Epic 9: PDF Statement Import
  # ─────────────────────────────────────────────────────────────────
  epic-9: in-progress
  9-a-apple-card-pdf-structure-analysis: backlog
  9-b-target-redcard-pdf-structure-analysis: backlog
  9-c-dcu-credit-union-pdf-structure-analysis: backlog
  9-1-import-wizard-shell-staging-pipeline-foundation: review
  9-2-pdf-issuer-detector: review
  9-3-merchant-normalizer-staging-pipeline-integration: review
  9-4-staged-review-ui-commit-flow: review
  9-5-auto-categorization-user-correction-persistence: review
  9-6-import-history-log-parse-error-display: review
  9-7-chase-statement-parser: done
  9-8-bank-of-america-discover-kohls-parsers: done
  9-9-apple-card-statement-parser: backlog
  9-10-target-redcard-statement-parser: backlog
  9-11-dcu-credit-union-statement-parser: backlog
  epic-9-retrospective: optional

  # ─────────────────────────────────────────────────────────────────
  # Epic 10: Analytics & Insights
  # ─────────────────────────────────────────────────────────────────
  epic-10: in-progress
  10-1-analytics-infrastructure-rolling-aggregator-blueprint-shell: review
  10-2-spending-patterns-chart: review
  10-3-month-over-month-year-over-year-comparisons: review
  10-4-subscription-detector: review
  10-5-bad-spending-pattern-flags: review
  10-6-merchant-spend-summary: review
  10-7-history-based-budget-recommendations: review
  epic-10-retrospective: optional
