index

activetype/index

Personal Finance Notion — backlog

Prioritized work items with enough context to pick up cold. Source list is docs/todo.md in app repo; promote items into this folder when work is imminent.

Priority bands: p0 = next up, p1 = soon, p2 = important, p3 = nice to have.

Every active backlog note includes ## Implications (### If skipped, ### Why this priority) — spec: .cursor/skills/vault-backlog-lifecycle/SKILL.md.

p0 — next up

UX (auth migration + Phase D complete 2026-05-24):

  • [[Projects/personal-finance-notion/backlog/p0-search-filter-transactions|Search/filter transactions on home page]]
  • [[Projects/personal-finance-notion/backlog/p0-recurring-transactions|Recurring transactions]]

p1 — soon

Auth follow-ups (spun out of C1–C3 closure, 2026-05-24):

  • [[Projects/personal-finance-notion/backlog/p1-password-reset-rate-limits|Password reset rate limits (3/h email + IP)]]
  • [[Projects/personal-finance-notion/backlog/p1-email-verification-resend-ui|Email verification resend UI on login]]
  • [[Projects/personal-finance-notion/backlog/p1-signup-timing-equalization|Signup timing equalization]]

Auth hardening — from audit (M1 + M3 superseded by Auth.js migration):

  • [[Projects/personal-finance-notion/backlog/p1-auth-hardening-medium|Auth hardening (medium) — M2/M4/M5 remain]]

UX:

  • [[Projects/personal-finance-notion/backlog/p1-add-transaction-form-ux|Add Transaction form UX polish]]
  • [[Projects/personal-finance-notion/backlog/p1-custom-range-dashboard|Custom date-range filter on dashboard]]

Performance:

  • [[Projects/personal-finance-notion/backlog/p1-home-page-production-latency|Home page (/) production latency]]

p2 — important

Auth follow-ups (spun out of C1–C3 / Phase D closure, 2026-05-24):

  • [[Projects/personal-finance-notion/backlog/p2-auth-token-flow-edge-e2e|Auth token flow edge-case E2E]]

  • [[Projects/personal-finance-notion/backlog/p2-signup-enumeration-e2e|Signup enumeration E2E]]

  • [[Projects/personal-finance-notion/backlog/p2-csp-enforce-production|CSP enforce on production]] — after staging soak

  • [[Projects/personal-finance-notion/backlog/p2-auth-backlog-low|Auth backlog (low) — L2–L7]] — from audit (L1 shipped 2026-05-19 in Phase C, 01d9ac3)

Done (backlog/done/)

Auth.js migration (Phases A–D):

  • ✅ [[Projects/personal-finance-notion/backlog/done/p0-authjs-phase-a-foundation|Phase A]] — d5b94ce
  • ✅ [[Projects/personal-finance-notion/backlog/done/p0-authjs-phase-b-features|Phase B]] — ea61b6a
  • ✅ [[Projects/personal-finance-notion/backlog/done/p0-authjs-phase-c-hardening|Phase C]] — 01d9ac3
  • ✅ [[Projects/personal-finance-notion/backlog/done/p0-authjs-phase-d-pre-launch-hardening|Phase D]] — 2026-05-24

Audit Day-1 (H1–H4, C1–C4):

  • ✅ [[Projects/personal-finance-notion/backlog/done/p0-h1-csp-header|H1 · CSP]] (code; enforce → p2 above)
  • ✅ [[Projects/personal-finance-notion/backlog/done/p0-h2-login-timing|H2 · Login timing]]
  • ✅ [[Projects/personal-finance-notion/backlog/done/p0-h3-access-token-blacklist-race|H3 · Blacklist race]] — moot
  • ✅ [[Projects/personal-finance-notion/backlog/done/p0-h4-pwa-cache-api-leak|H4 · PWA API cache]] — f21f71d
  • ✅ [[Projects/personal-finance-notion/backlog/done/p0-c1-password-reset|C1 · Password reset]]
  • ✅ [[Projects/personal-finance-notion/backlog/done/p0-c2-email-verification|C2 · Email verification]]
  • ✅ [[Projects/personal-finance-notion/backlog/done/p0-c3-signup-enumeration|C3 · Signup enumeration]]
  • ✅ [[Projects/personal-finance-notion/backlog/done/p0-c4-api-error-leakage|C4 · API error leakage]] — f21f71d

p3 — not yet promoted

Still living in docs/todo.md:

  • Category drill-down from pie-chart slices
  • Month-to-month comparison view
  • Spending forecast + budget alerts (80%, 90%, exceeded)
  • Export: dashboard PDF, transactions CSV, monthly report
  • Bulk CSV import (separate from AI import)
  • Net-worth + asset breakdown on Bank Accounts
  • Transfer history + batch transfers
  • Mobile responsive polish + dark mode
  • Wishlist completion (savings progress, link to budget planning)
  • Savings goals tracking
  • Automated test coverage for AI import flow

Hub

  • [[Projects/personal-finance-notion/personal-finance-notion|MOC]]