2026-05-01: Beta Feedback Plan

Status: ✅ Complete Source: First full beta test session — user identified ~12 bugs/improvements Branch: feat/beta-feedback-plan Verification: All acceptance criteria verified during Phase 0 recovery (see Post-Implementation Improvements Plan for refinements discovered during verification)

Design Decisions (resolved before implementation)

Snapshot automation: Portfolio snapshot auto-calculated on every AssetSnapshot create/update/delete — zero clicks
Quantity: Keep optional (useful for stocks, crypto, collectibles)
Asset Type taxonomy: Two-level: keep 13 codes + add group field (FINANCIAL, REAL_ESTATE, PERSONAL_PROPERTY, PHYSICAL_COLLECTIONS, LIABILITIES, OTHER)
Transaction wiring: Creating an asset → acquisition date + price → auto-creates ACQUIRE transaction + initial snapshot (mandatory, every asset). Disposing an asset → disposal date + price → auto-creates DISPOSE transaction + portfolio cascade recalculation.
Loans in chart: Stacked bars — green assets above axis, red liabilities below
Net worth filters: Toggle by asset type / by category / by group (4 modes: “Total only” / “By asset type” / “By category” / “By group”)

Portfolio Snapshot Recalculation — Design

Architecture: Synchronous call — AssetSnapshotService directly calls portfolioSnapshotService.recalculateFromDate(date) before returning
Trigger: Any AssetSnapshot create / update / delete
Cascade: Recalculate ALL PortfolioSnapshots for date X AND all dates > X where a PortfolioSnapshot already exists
Formula per date D: SUM of the latest AssetSnapshot value per non-disposed asset where observedAt <= D
Upsert: Always upsert a PortfolioSnapshot for date X; update existing ones for dates > X
No cron job, no EventEmitter, no DB trigger — simple synchronous, testable call

Group A — Critical Bugs

A1: Auto-run migrations on NestJS startup

In backend/src/main.ts bootstrap(), run prisma migrate deploy before starting the NestJS server.

A2: Delete `backend/dev.db` + `.gitignore` update

Old SQLite file from before prisma.config.ts migration.

A3: Include `currentValue` in `GET /api/v1/assets` response

Enrich the response with the latest AssetSnapshot value per asset (null if none).

Group B — Snapshot Automation

B1: Auto-calculate portfolio snapshot on AssetSnapshot events

Remove “Take Snapshot” button. Net worth is always current.

B2: Let user set `observedAt` date when creating an AssetSnapshot

Date picker defaults to today.

Group C — Transaction Wiring

C1: Auto-create ACQUIRE transaction when creating an asset

Every asset must have exactly 1 ACQUIRE transaction. Created atomically with the asset.

C2: Auto-create DISPOSE transaction when marking an asset as disposed

0 or 1 DISPOSE transaction per asset. Triggers portfolio snapshot cascade.

Group D — Data Model

D1: Add `group` field to AssetType — reset migrations

6 groups: FINANCIAL, REAL_ESTATE, PERSONAL_PROPERTY, PHYSICAL_COLLECTIONS, LIABILITIES, OTHER. Migration reset (pre-production clean slate).

Group E — Net Worth History Chart

E1: Stacked bar chart with 4 filter modes

“Total only” / “By asset type” / “By category” / “By group” Liabilities shown in red/below axis

Group F — CRUD Improvements

F1: Category and Tag rename (PUT endpoints + edit UI)

F2: Asset edit with all fields (including acquisition date)

F3: Asset Types CRUD page

Group G — Display

G1: Assets table shows EUR value instead of quantity

Group H — Documentation

H1: Architecture.md — snapshot recalculation design
H2: Architecture.md — AssetType group taxonomy
H3: Architecture.md — Transaction wiring flows
H4: dev-setup.md — remove manual migration step
H5: Feature pages — 4 chart filter modes
H6: Roadmap — ADJUST transaction v2 vision
H7: Create AGENTS.md (8 permanent conventions)
H8: This document

Group I — Tests

I1: Backend unit tests (cascade scenarios, transaction auto-create)
I2: Backend e2e tests (currentValue, rename endpoints, cascade, group, dispose)
I3: Frontend unit tests (chart modes, table EUR column, modals)
I4: Runtime smoke test checklist (13 scenarios in docker:dev)