&Points & Prompts
WalletConnectProgramsSpending
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Owner phone-test revision · 2
Define every dollar. Review every answer.
Round 10 stays intact. Round 11 gives each of nine fixed spending categories an IS / IS NOT definition, separates Rideshare from Transit, and turns Ready into an expandable inventory whose item-level edits return directly to review.
01 · Problem → fix
Clarify category boundaries and make review trustworthy.
| Phone-test feedback | Revised contract |
|---|---|
| Category names leave edge cases ambiguous | Every category screen includes plain-language IS and IS NOT definitions with examples and an explicit redirect to the correct category. |
| Rideshare is hidden inside Transit | Rideshare becomes category 5, before Transit, producing nine fixed screens. Claude owns the real matcher/data-model split at build. |
| Ready hides what was entered | Cards, Airlines, Hotels, and Spending expand to every item and value, not summary counts. |
| Summary edits are too broad | Every item has a 44px Edit action that deep-links to its exact balance/category; Save & Continue returns directly to Ready. |
02 · Revised flow map
Nine defined screens, then item-level review.
1StartRoute preview
2Select all cardsMulti-select sheet
3Card balancesOne per screen
4Plaid forkOn: connect · Off: manual
5ProgramsSelect all → balances
6Spending9 defined screens
7ReadyExpand + deep edit
8Edit returnExact item → Ready
Data-model boundary: the mockup designs Rideshare separately. The real build must split live `rideshare/uber` matching from Transit and reconcile card earn-rate math before production.
03 · Living revised prototype
Every screen, both flag states, every real state.
The flow is live. Use the rail to inspect states or walk the prototype with its own actions. The flag control is a specification aid; production reads the real feature flag and ships Off until approval.
| Screen family | Empty | In progress | Filled | Skip | Back restored | Error | Loading |
|---|
04 · Build boundary
One definition source, one honest review.
Category data
Definitions are real product data
Claude wires one ordered nine-category source to onboarding, Strategy, and AI. The Rideshare matcher and earn rates are split from Transit before release.
Deep edit
Return target is explicit state
Ready records the exact selected item/category and a return-to-review flag. Save & Continue writes the draft, clears the flag, and returns to the same expanded review group.
Disclosure
Summary remains visible
Group buttons expose `aria-expanded` and `aria-controls`; item values appear in the disclosure and every Edit action is a named 44px control.
Round 10 preserved
No regression in the approved bones
Multi-select sequences, Plaid Off default, manual fallback, keyboard clearance, 44px floor, native sheets, draft persistence, and the P2-01 dock fix remain unchanged.