DEEP RESEARCH: Database Schema For Life Planning Tool

DEEP RESEARCH: Database Schema For Life Planning Tool

April 14, 2025

Deep Research is a feature in ChatGPT (Pro, with GPT-4) that lets you ask real-time, web-connected questions and get up-to-date answers. It taps into the live internet to bring in fresh facts, breaking news, company info, or niche knowledge—anything that might not be baked into the model’s memory. Think of it like having a researcher who can scan the internet right now and summarize it for you in seconds.

Unlike standard responses, which rely on pre-trained knowledge, Deep Research checks what’s out there today—which is ideal when you’re working on current events, fast-changing topics, or obscure stuff.

This is an example of how I used a concept I had for breaking down life vision into daily tasks to define a full technical implementation for a DB Schema (I didn't end up building this project). Scroll to the bottom to see the prompt I used for this project.

The Path Today – Technical Specification

Database Schema

The application uses a Postgres (Supabase) database with a structured schema to support cascading life goals and daily planning. Each table includes a primary key, timestamps, and foreign keys to the user and parent entities to maintain a hierarchy. Below are the core tables and their key fields:

  • Users – Stores user account information (using email/password authentication).
    • Columns: id (UUID or serial PK), email (text, unique), password_hash (text), created_at (timestamp).
    • Relations: Each user is the owner of related Life Visions, goals, tasks, etc. (all other tables have a user_id FK referencing Users).
  • LifeVisions – Represents the user’s high-level life visions across 9 fixed categories of life (e.g. Health, Career, Relationships, etc.). Each category has a long-term vision statement.
    • Columns: id (PK), user_id (FK Users), category (enum or text for one of 9 predefined life areas), vision_text (text for the user’s vision in this category).
    • Constraints: One entry per category per user. For example, a user will have 9 LifeVision records (one for each category) stored upon onboarding.
  • DirectionalGoals – 1–3 year goals derived from each Life Vision category. These serve as medium-term direction setting.
    • Columns: id (PK), user_id (FK Users), lifevision_id (FK LifeVisions, linking the goal to a life category), title (text short name of goal), description (text), target_date (date within 1–3 years for target completion).
    • Relations: Each Directional Goal is tied to a Life Vision category. A life vision may have multiple directional goals (but limited to a small number to maintain focus, e.g. 1–3 goals per category). This helps align medium-term objectives with life visions.
  • YearGoals – Annual goals that ladder up to a Directional Goal. Typically set on a yearly basis (e.g. “Goal for 2025”).
    • Columns: id (PK), user_id (FK Users), directional_goal_id (FK DirectionalGoals), year (integer or year identifier), title (text), description (text).
    • Relations: Each Year Goal is associated with a Directional Goal (ensuring traceability to a life vision). A Directional Goal (1–3 year horizon) may span multiple Year Goals (one per year in that range).
  • QuarterlyMilestones – Key milestones per quarter that support a Year Goal. There are up to 4 per year (Q1, Q2, Q3, Q4).
    • Columns: id (PK), user_id (FK Users), year_goal_id (FK YearGoals), quarter (enum: Q1, Q2, Q3, Q4 or date range), milestone_name (text), description (text).
    • Relations: Linked to a Year Goal. For example, if a Year Goal is “Improve health in 2025,” a Q2 milestone might be “Run a 10K race by June.”
  • MonthlyGoals – Goals or focus areas for each month, nested under a quarterly milestone.
    • Columns: id (PK), user_id (FK Users), quarter_id (FK QuarterlyMilestones), month (date or month identifier), goal_name (text), description (text).
    • Relations: Each Monthly Goal ties to a Quarterly Milestone. (E.g. under Q2 milestone “10K race,” April’s goal could be “Increase running distance to 5K”).
  • WeeklyMilestones – Specific outcomes or targets for a week,  (Exist · Understand your behaviour.)e month’s goal.
    • Columns: id (PK), user_id (FK Users), month_goal_id (FK MonthlyGoals), week_start (date for the Monday of the week or week index), milestone_name (text), description (text).
    • Relations: Linked to a Monthly Goal. This captures what needs to be achieved in a given week to stay on track for the monthly goal.
  • DailyTasks – The daily to-do items or tasks. Every task should link upward to a weekly milestone (or a project) so it can trace back to a life vision.
    • Columns: id (PK), user_id (FK Users), week_milestone_id (FK WeeklyMilestones, nullable if task is part of a project instead), project_id (FK Projects, nullable), title (text short description of the task), details (text for longer notes), due_date (date, if scheduled), completed_at (timestamp when done, nul (Exist · Understand your behaviour.)recurring` (bool, for habits or repeated tasks).
    • Relations: Normally linked to a Weekly Milestone. If the task is part of a Project (see Projects table), it may not have a weekly milestone (in that case, the Project itself can be linked to goals). Every task thereby can be traced back to a higher goal – either directly via its weekly milestone → ... → life vision chain project’s linkage to a goal. This ensures daily actions align with long-term priorities.
  • Projects – A table for projects, which are collections of tasks that may span multiple days or weeks. Projects can either stand alone (personal projects not directly linked to a specific goal) or be tied to a goal to support it.
    • Columns: id (PK), user_id (FK Users), name (text), description (text), associated_goal_id (nullable FK to any goal/milestone table – e.g., YearGoal or QuarterlyMilestone – whichever level the project supports), start_date (date), end_date (date).
    • Relations: If associated_goal_id is set, the project is considered part of achieving that goal (we can use a polymorphic reference or separate fields if needed, or simply link to the lowest level goal it aligns with, e.g., a QuarterlyMilestone). All tasks within the project still have project_id and thus indirectly tie to that goal. If no goal is linked, the project is a standalone personal project.
    • Tasks Relationship: Tasks associated with a project will have project_id set. The system will encourage mapping the project into the goal hierarchy (the AI walkback assistant can help place it appropriately).
  • JournalEntries – User journal entries for free-form reflection or logging thoughts.
    • Columns: id (PK), user_id (FK Users), content (text, the journal entry), created_at (timestamp), mood_rating (smallint, optional user-provided mood score for that entry or day), sentiment (smallint or enum, optional sentiment tag generated by AI), summary (text, optional AI-generated summary of the entry).
    • Usage: Users can create daily (or more frequent) journal entries. The system may prompt a daily reflection in the Today View. Each entry can be analyzed by AI for sentiment to track emotional patterns. Sentiment tags (e.g. positive/neutral/negative) and a short summary can be stored for later review and trend analysis (e.g. weekly mood charts). The raw content is preserved, and any AI analysis is additional metadata.
  • IdeaMatrixSessions – Represents a daily idea brainstorming session (often the goal is 10 ideas per day).
    • Columns: id (PK), user_id (FK Users), date (date of the idea list, usually one per day), theme (text, optional topic or prompt for that day’s ideas), created_at (timestamp).
    • Relations: One session per day (the app can enforce one active idea list per day). If a user does multiple, they can be separate sessions distinguished by timestamp or theme.
  • IdeaMatrixIdeas – Individual idea entries belonging to an Idea Matrix session.
    • Columns: id (PK), session_id (FK IdeaMatrixSessions), content (text of the idea), score (integer score or rank, e.g. user-assigned or AI-assigned relevance score), next_step (text for a next action or note about the idea, possibly AI-suggested).
    • Usage: When a user enters their 10 ideas for the day, each becomes a row here. The score field can be used to rank ideas (either manually by the user or via the AI ranking functiot_step` can be populated by the AI idea generator to suggest what to do if the user wants to pursue that idea further. Users can edit the score or next_step as they see fit.
  • Checklists (Habits) – Tables to manage daily habit checklists. There are two parts: a master list of habits and daily completion status.
    • Habits: Stores the definition of a habit. Columns: id (PK), user_id (FKme(text, e.g. "Meditate" or "Exercise"),schedule(text or enum, e.g. "daily", "weekdays", specific days of week),target_per_week(int, optional goal frequency),created_at`.
    • HabitCompletions: Stores daily tracking for each habit. Columns: id (PK), user_id (FK Users), habit_id (FK Habits), date (date), completed (bool), completed_at (timestamp, optional exact time of completion).
    • Usage: Each day, the Today View will present the user’s habit checklist (from Habits table). When the user checks off a habit, a HabitCompletions record is created (or updated if it exists) for that date. This allows tracking streaks and completion rates of daily habits. Habits can also be considered recurring tasks, but separating them provides a clear UI checklist and better tracking of consistency.
  • KPI_Logs – A logging system for key performance indicators and events, used for correlating behavior with outcomes. This can be implemented in two ways (the design can choose one or both):
    1. Daily aggregates: One record per day capturing summarized metrics. Columns: id (PK), user_id (FK Users), date (date), tasks_completed (int count of tasks done that day), tasks_created (int new tasks created), habits_completed (int of habits checked), mood_avg (numeric average mood or last mood of day), productivity_score (optional composite score), etc. This makes it easy to render daily/weekly trend charts.
    2. Event logs: Multiple records per day, each logging a single event or metric with a timestamp. Columns: id (PK), user_id (FK Users), timestamp, event_type (text/enum like "TASK_COMPLETED", "MOOD_ENTRY", "HABIT_COMPLETED"), value (json or numeric value; e.g. mood value, task_id reference, etc). This approach retains granular data for deeper analysis.
    • Usage: The KPI logs feed into the correlation engine. For example, every time a task is completed or a mood is recorded, a log entry is added. This data can later be analyzed to find patterns (e.g. “On days you exercise (habit), your mood score is higher” or “Completing more tasks correlates with higher end-of-day satisfaction”). By using timestamped events, the system can align logs by time to check, for instance, if morning habits influence afternoon productivity, etc. These logs underpin the “behavior to outcome” correlations the app will surface for the user.
  • ReflectionLogs – Entries capturing user reflections during periodic check-ins (weekly, monthly, quarterly, yearly reviews).
    • Columns: id (PK), user_id (FK Users), period_type (enum: “weekly”, “monthly”, “quarterly”, “annual”), period_start (date), period_end (date), created_at (timestamp), content (text of the reflection or answers to prompts), summary (text, optional AI-generated summary or highlights of the reflection).
    • Usage: When a user does a guided check-in (for example, at the end of the week the app asks some questions like “What went well this week? What will you do differently?”), their responses are stored here. AI may also generate a brief summary or sentiment for the reflection. These reflections are linked to time periods and can be reviewed later or included in reports. They also can inform the planning (e.g. user’s insights might be turned into adjustments in goals).
  • NotificationPreferences – Stores user’s preferences for receiving reminders and notifications.
    • Columns: id (PK), user_id (FK Users), notify_email (bool, master toggle for email notifications), notify_push (bool, toggle for push notifications to devices), daily_reminder_time (time of day for daily notifications, e.g. a reminder to plan or journal), weekly_review_day (integer for day of week to send weekly review prompt, e.g. Sunday), notify_task_due (bool, send notifications when tasks are due or overdue), notify_habit (bool, reminder for habits if not completed by a certain time), notify_summary_weekly (bool, send weekly summary email), etc.
    • Usage: The app will reference these settings before sending any notification. For example, if notify_email and notify_summary_weekly are true, the system will email the user a weekly progress report. The daily_reminder_time can be used by a scheduled function to push a “Time to plan your day” or “Reflect on today” message.
  • AI_InteractionLogs – Records details of interactions with the AI features for auditing and learning.
    • Columns: id (PK), user_id (FK Users), timestamp, interaction_type (text/enum: e.g. "walkback_assistant", "journal_summary", "idea_generator"), user_prompt (text of what was sent to the AI, if applicable), ai_response (text of the raw AI output), user_feedback (text of any user feedback or edits to the AI output), model (text, e.g. "gpt-4"), tokens_used (int, optional metadata for cost tracking).
    • Usage: Every time the system calls the OpenAI API on behalf of the user (for instance, to break down a goal or summarize a journal entry), it logs the input and output here. This ensures all AI output is saved. The user_feedback field can store an edited version if the user modifies the AI’s suggestion (for example, if the AI generates a task description and the user tweaks it, the final edited text can be saved). This provides transparency and a history of AI assistance, and it can be useful for debugging or future training data (if fine-tuning later).

Each of these tables is connected via foreign keys to maintain referential integrity. The hierarchy chain is: LifeVision → DirectionalGoal → YearGoal → QuarterlyMilestone → MonthlyGoal → WeeklyMilestone → DailyTask. Additionally, Projects can link into that chain (usually at a goal or milestone level) and contain their own Tasks. This design ensures every actionable item a user works on is related to their overarching life plans. The database will also use indexes on foreign keys (for efficient lookups of a user’s data) and on common query fields like dates (for fetching tasks by due_date, etc.).

Edge Functions (Server Logic)

Supabase Edge Functions (serverless functions powered by Deno) will encapsulate the complex logic, especially those involving AI or scheduled operations. Below are the primary Edge Functions and their responsibilities, including triggers and logic flow:

AI Walkback Assistant (Goal Decomposition)

This function guides the user in breaking down a high-level vision into actionable steps, using AI to assist at each level. It can be invoked on demand (e.g. when the user starts a new project or wants to ensure alignment of a task with a vision). Logic flow:

  1. Trigger: User initiates goal breakdown (for example, selects a Life Vision and requests a plan, or creates a new Project and asks for guidance). This could call the edge function with the context (selected vision or project info).
  2. Process: The function calls the OpenAI API in a stepwise fashion to generate goals and sub-goals:
    • Input the Life Vision statement (or top-level goal) to AI and ask for a proposal of a 1–3 year Directional Goal that would fulfill that vision. Include any user constraints  (Exist · Understand your behaviour.)es known.
    • Take the AI’s suggestion for the Directional Goal (let’s call it DG) and ask AI to break DG into what should be achieved this year (Year Goals). Possibly generate 1 or 2 key Year Goals.
    • For each Year Goal, ask AI to propose up to 4 Quarterly Milestones for that year.
    • For the nearest upcoming quarter, ask AI to suggest Monthly Goals (up to 3 per quarter, one per month typically).
    • For the current or next month, ask for Weekly Milestones, and then even Daily Tasks for the current week.
  3. User in the Loop: After each step, the generated content can be sent back to the client for user confirmation or editing. For example, the AI might suggest a Directional Goal; the user can edit or approve it before the function proceeds. The assistant retains context (either by passing the conversation history or via the client maintaining state) so it can chain prompts coherently using prior outputs as context. This ensures continuity from vision down to tasks.
  4. Output: The final output is a structured set of goals and tasks. The function will persist these to the database:
    • Create new DirectionalGoals, YearGoals, etc., as needed (linking them via foreign keys to maintain the hierarchy).
    • If this was for a new Project, link the Project to the appropriate goal/milestone.
    • Create the suggested WeeklyMilestones and DailyTasks for the immediate planning horizon (e.g., populate this week’s plan).
    • All AI-generated text is saved (in AI_InteractionLogs with type "walkback_assistant"). The user-edited versions are what go into the actual goal tables.
  5. Example: If the user’s Life Vision for "Health" is "Be energetic and fit enough to run a marathon", the assistant might generate a 3-year Directional Goal like "Complete a full marathon by 2028". The user confirms it, then Year 1 Goal: "Run a half marathon in 2025", Year 2 Goal: "Run a 30K in 2026", etc. For the first year’s goal, Quarterly Milestones could be Q1: "Run 5K race", Q2: "10K race", Q3: "15K continuous training", Q4: "Half marathon event". Monthly goals under Q1 might be Jan: "Join running club and run 3x/week", Feb: "Increase long run to 5km", etc., down to weekly plans and daily training tasks. At each step, the user can adjust the suggestions (maybe the user says they prefer cycling cross-training, so they add that). The assistant thus helps walk back the vision into today’s agenda, with user input guiding final decisions.

Journal Summarization & Sentiment Tagging

This function processes journal entries to generate summaries and extract emotional insights. It can run on a schedule (e.g. weekly for weekly journal review, and monthly/quarterly for longer-term) or on-demand when the user requests insights.

  • Trigger: Scheduled via Supabase cron (pg_cron) at specific intervals:
    • Weekly summary: e.g. every Sunday evening, to summarize the past week’s entries.
    • Monthly/Quarterly: on the last day of the month/quarter.It can also be triggered manually from the UI (e.g. “Summarize my journal for this week” button).
  • Process: The function fetches the user’s journal entries for the target period (e.g. all entries from Monday–Sunday for weekly). It then constructs a prompt for OpenAI:
    • For sentiment analysis: it might either prompt the AI to analyze each entry’s sentiment or use a simpler algorithm for each entry (like using a smaller model or a heuristic for positive/negative words). However, using the OpenAI API (with a classification prompt) can provide a nuanced sentiment score or category for each entry.
    • For summarization: it concatenates or outlines key points from the entries and asks the AI to produce a cohesive summary highlighting main themes, notable events, and emotional tone of that period.
    • Example prompt for weekly summary: “Summarize the following week of journal entries, focusing on the user's mood and any recurring themes. Entries:\n[Mon text]\n[Wed text]...\nProvide a brief summary and the overall sentiment (e.g. mostly positive, mixed, or negative).”
  • Output: The function writes results to the database:
    • For each journal entry processed, update its sentiment field (e.g. sentiment score or label). This allows the app to show mood trend charts (like a sequence of sentiment values over days).
    • Create a ReflectionLog entry of type "weekly" (or monthly, etc.) containing the summary. For example, a weekly reflection entry might read: "This week you felt improving optimism. Early in the week entries were stressed about project deadlines, but by the end of the week you noted gratitude and relief. Overall sentiment: mixed to positive."
    • Possibly tag entries with key words or topics (if needed for search or insight) using AI entity extraction.
  • User Feedback: The summary is made available to the user, e.g. in the Week View or a special Journal Insights section. The user can edit the summary or add their own notes to the ReflectionLog. All AI-generated text is logged in AI_InteractionLogs (“journal_summary”). The sentiment tags help the user track their emotions over time and identify patterns in journal entries. For instance, the app might highlight: “You mentioned ‘anxious’ 3 times this week” or “Your mood was highest on Friday.”

KPI Correlation Engine (Behavior-Outcome Analysis)

This function analyzes the KPI logs and other tracked data to find correlations between the user’s behaviors and outcomes. The goal is to answer questions like “What makes me happiest or most productive?” automatically by mining the data.

Example of automated insight generation: the system finds statistical relationships (e.g. more awakenings during sleep correlating with higher weight) and provides confidence ratings. The Path Today’s correlation engine will similarly surface insights about the user’s habits and mood.

  • Trigger: Likely a scheduled job (e.g. run nightly or weekly) as it involves data analysis. Could run a lighter analysis daily and a more thorough one weekly. Also could be on-demand (“Find insights” button).
  • Process: The engine queries the user’s data:
    • It collects time-series data of mood (from Journal or daily mood ratings) and various behavior metrics (tasks done, habit completions, sleep if integrated, etc.).
    • Compute correlations or statistically significant relationships. For numeric data, this could involve calculating Pearson correlation coefficients between pairs of variables (e.g. “tasks_completed” vs “mood_score” by day, or “hours_slept” vs “energy_level”). For categorical events (e.g. “Exercise done or not” vs mood), it can compare averages or do an occurrence analysis.
    • Use AI to interpret these findings: For example, if the correlation algorithm finds that on days the user meditates, their stress score is 20% lower, the function could prompt OpenAI with these facts to generate a user-friendly insight sentence.
    • The engine can generate a list of insights ranked by significance/confidence. Each insight might have a rating (confidence stars) and a tag like “Common” or “Rare” if that pattern is common among people (if any global data or just say frequency for the user).
  • Output: The results are stored and delivered to the user:
    • Possibly an Insights table in the database (or reuse ReflectionLogs for storing insights) with fields like insight_text, confidence, metric1, metric2, etc.
    • Example outputs: “You’re happier on days you get at least 7 hours of sleep,” or “On weeks when you complete >80% of your tasks, your recorded stress is lower.” These can be displayed on the KPI Dashboard or sent in weekly summary emails.
    • The engine can also update a KPI summary in the user’s dashboard data, including any charts needed (like highlighting the correlated data points).
  • User Interaction: The app will present these findings perhaps in a dedicated Insights section or on the KPI dashboard. The user might be able to mark an insight as useful (or not) to give feedback. Each run’s insights are logged (AI_InteractionLogs with type "correlation_analysis"). This feature helps users make informed changes – e.g., if it’s shown “Working out on Monday correlates with improved mood on Tuesday,” the user might adjust their schedule accordingly. (The correlation engine essentially provides a personal analytics coach, similar to how apps like Exist.io find relationships in personal data.)

AI Idea Ranking & Next-Step Generation

This function enhances the Idea Matrix practice by using AI to help rank the daily ideas and suggest next steps for the most promising ones. The idea is to encourage the user to not only brainstorm but also act on their best ideas.

  • Trigger: Typically invoked after a user has entered their 10 ideas for the day (IdeaMatrixIdeas). For example, when the user finishes an idea list and clicks “Analyze Ideas” or at end-of-day automatically.
  • Process: The function retrieves the 10 ideas (or however many) from the latest IdeaMatrix session. It then crafts an OpenAI prompt to evaluate and suggest next steps:
    • It may instruct the AI to use a divergent-convergent approach: first briefly re-list the ideas and then rank or pick the top 1-3 based on criteria (could be novelty, ease of implementation, alignment with user’s goals, or whatever the user prefers – the prompt could be adjusted accordingly).
    • Example prompt: “The user has brainstormed these ideas: 1)... 10)... Assume the user wants to pursue the best idea. Pick the 2 most valuable or feasible ideas and for each, provide a suggested ‘next step’ the user could take to start executing it.”
    • The AI’s response might be a ranking or directly a next step suggestion for a couple of the ideas. For example: “Idea #7 (start a podcast) seems promising – next step: outline 10 episode topics. Idea #3 (write a short story) – next step: draft a one-page plot synopsis.”
    • If the user has provided their own scores for ideas, the AI can take those into account (e.g., focus on those the user scored highest).
  • Human Oversight: Because idea quality is subjective and AI scoring can be inconsistent, the system treats the AI’s ranking as a suggestion. The user is shown the AI-recommended top ideas and next steps and can accept or modify them. The interface could let the user manually adjust idea scores or choose a different idea to pursue.
  • Output: The function updates the IdeaMatrixIdeas entries:
    • Set the score field for each idea if the AI provided a ranking or scores (or leave the user’s if present).
    • Populate the next_step field for those ideas the AI provided suggestions for. Mark those ideas as “selected” or flag them in some way if needed.
    • Potentially create a follow-up Task or Project: e.g., if the user accepts a next step, the system could prompt to convert that next step into a DailyTask or a new Project. (This bridges the Idea Matrix with the planning system – great ideas can become real tasks or projects).
    • Log the interaction (type "idea_ranking") with the prompt and AI result.
  • Use Case: Suppose a user’s 10 ideas for the day include various things like “Build a birdhouse”, “Start a blog on travel”, etc. The AI might rank “Start a blog on travel” highly and suggest as a next step: “Draft the first blog post or outline 5 topics to write about.” The user sees this, agrees, and clicks a button to convert that next step into a Project called “Travel Blog” with an initial task to outline topics. In this way, the Idea Matrix becomes actionable with AI’s help, but the user remains in control of which ideas to pursue (the AI’s role is to surface likely good ones, acknowledging that final judgment is the user’s).

Check-in Agenda Generators (Weekly/Monthly/Quarterly/Annual)

These functions generate a structured agenda or prompts for the user’s periodic self check-ins. Instead of a static set of questions, AI can tailor the check-in to the user’s recent data and focus.

  • Trigger: Scheduled via cron at the end of each period:
    • Weekly check-in prompt: e.g. Friday afternoon or Sunday evening.
    • Monthly, Quarterly, Annual: on the last day of those periods.The function might also run when a user manually initiates a review session (e.g. “Start Quarterly Review” button).
  • Process: For a given user and period, gather context:
    • Recent achievements: tasks completed that week/month, goals met or not met.
    • Journal sentiment summary for that period (from JournalEntries or ReflectionLogs).
    • KPI highlights: e.g. “You completed 90% of planned tasks this week” or “Habit X was missed 3/7 days.”
    • The function then uses this data to prompt AI to generate a brief check-in guide. For example:“Generate a short check-in agenda for the user. They achieved A, B, C this week, but struggled with D. Their mood was mostly anxious mid-week but improved after accomplishing E. Provide 3-5 reflective questions or points, acknowledging the successes and probing the struggles, in a motivating tone.”
    • The AI might output something like:
      • Celebrate: You made great progress on A and B. How do you feel about these wins?”
      • Reflect: Mid-week was tough with stress. What triggered this, and how did finishing E help your mood?”
      • Plan Ahead: D wasn’t completed. What will you change next week to tackle D?”
      • Adjust: Is there anything about your goals or routine you want to adjust for next week?”
    • These become the questions shown to the user in the check-in.
  • Output: The generated prompts or agenda are sent to the client for the user’s check-in session. They may be stored transiently or in a table (perhaps in ReflectionLogs as a template). The user will then fill in answers (which get saved as a ReflectionLog content). The AI generation itself is logged (AI_InteractionLogs “checkin_generator”) for record.
  • Benefit: This dynamic approach makes reviews more engaging and personalized. For example, an annual review might bring up: “This year you set 5 yearly goals and achieved 4 – congratulations! Which accomplishment are you most proud of?” or “Your journal shows creativity was a big theme. How will that influence your vision for next year?” The AI ensures the check-in questions stay relevant to the user’s actual journey, rather than generic.

Notification Triggers

This is a set of small utility functions or database triggers that handle sending out notifications (emails, push notifications) based on certain conditions. They ensure the user is reminded and informed in a timely manner. Key notification logic includes:

  • Daily Reminders: Each day at the user’s preferred daily_reminder_time, trigger a function to send a reminder. This could be a push notification like “Good morning! Review your plan for today on The Path.” or an email with the day’s tasks. If the user hasn’t logged a journal entry by end of day, it might send an evening prompt to reflect.
  • Task Due Alerts: When a task’s due_date is approaching or the day of, and if it’s not completed, the system triggers a notification. This can be done via a database trigger (on tasks table, when due_date == today and completed_at is null) calling an edge function using pg_net. The function sends a push: “Reminder: Task ‘XYZ’ is due today.” If overdue, maybe a nudge: “Task ‘XYZ’ is overdue. Do you need to reschedule or adjust it?”
  • Habit Nudges: If notify_habit is true and a habit isn’t checked off by a certain time (say 9pm), send a reminder: “You haven’t logged your ‘Meditate’ habit today. There’s still time!”
  • Weekly Report/Prompt: On the designated weekly_review_day (say Sunday), if enabled, send an email or push summarizing the week: e.g. “Weekly Summary: You accomplished 8/10 tasks. Mood was on average 7/10. Ready to plan next week? 👀”. This can include a prompt to do the weekly review (linking to the check-in).
  • Periodic Reviews: Similarly, at month/quarter ends, an email could be sent: “It’s time for your Quarterly Review! Reflect on your progress and set your next quarter’s focus.” with a link to the app’s review page.
  • Inactivity or Behavior-based: If the user hasn’t logged in or created any new tasks for a while, the system might check (say after 10 days of inactivity) and send a gentle email: “We miss you at The Path. Remember you can review your life visions and update your goals anytime.”
    Additionally, behavior-based triggers can get creative: for example, if mood logs are consistently low for a week, a notification might offer: “Noticed you had a tough week. It might help to adjust your plans – consider a lighter to-do list or focusing on self-care 💜.” This uses the data to provide empathetic support.
  • Technical Implementation: Supabase’s pg_cron will schedule many of these timed events (daily, weekly, etc.), invoking edge functions via HTTP call. For event-driven triggers (like task due), PostgreSQL triggers can call a function from plpgsql that uses net.http_post (pg_net extension) to call the appropriate edge function or webhook. The edge functions will use an email service (e.g. Resend API for emails) or Firebase/OneSignal for push notifications. Email sending can be done securely by storing API keys in Supabase secrets and using a library or direct fetch calls within the function.

All edge functions are written in TypeScript (Deno) and deployed via Supabase’s workflow. They make use of environment variables (stored via Supabase’s secret manager) for API keys (like OpenAI API key, email API key). They are designed to be idempotent and secure (checking auth if called directly by user). Each function focuses on a specific domain logic to keep things modular.

AI Integration

The Path Today integrates AI primarily through OpenAI's models (with the default being a GPT-4 model for its advanced capability in understanding and generation). AI is woven into multiple features, always with the principle of augmenting the user’s planning process, not replacing it. Key points of the AI integration:

  • OpenAI API Usage: All AI features (walkback assistant, summarization, idea generation, etc.) are implemented by calling OpenAI’s API (likely the Chat Completions endpoint with a GPT-4 model, or GPT-3.5 for lighter tasks). The system will use the OpenAI key stored securely on the server side (Edge Function env) to make these calls. Each call and response is logged in AI_InteractionLogs for record-keeping.
  • Context Management: For multi-step interactions (like the Walkback Assistant), the system retains context by chaining prompts. This is done either by keeping a conversation buffer and sending it with each request, or by designing the conversation to happen with user confirmation at each step on the client side, then invoking the next prompt. The “walkback” process in particular will maintain references to what was decided at earlier steps (for example, feeding the confirmed Year Goal into the prompt that generates Quarterly Milestones). The AI prompts will incorporate user-specific context such as their actual vision text and goals to produce personalized output.
  • User Overrides and Edits: At each point of AI suggestion, the user can override. The UI will allow editing AI-generated text (e.g. editing a suggested goal title) or choosing from alternatives. This ensures that the user’s intent is ultimately reflected correctly, and addresses the issue that AI might sometimes produce irrelevant or slightly off suggestions. For instance, if the AI suggests a milestone that doesn’t resonate, the user can delete or tweak it. The system encourages this human-in-the-loop approach, since some judgments (like idea quality) are subjective. Even after editing, the original AI suggestion is kept in logs for transparency.
  • Saving AI Outputs: All outputs from the AI are stored:
    • If the AI creates a new goal or task (through the assistant), that item is saved into the respective table with an indicator (e.g. a boolean ai_generated flag or by presence in the AI log).
    • The full AI conversation or prompt/response is stored in AI_InteractionLogs, so we have a history of what the AI was asked and answered.
    • In cases where the AI provides a narrative (like a journal summary or weekly identity summary), the content is saved in the domain context (e.g. as a ReflectionLog or in a summary field).
    • Editable Versions: When the user edits an AI-generated text, the system can either update the original record (and perhaps store the edited version separately) or create a new version entry. In practice, the final agreed text goes into the main tables used by the app’s features, but the AI log keeps the original. This way, if the user wants to see how they modified the AI’s suggestion, they can (possibly a version history in UI for that item).
  • AI Model and Configuration: By default, the app will use a general-purpose model like GPT-4 for most tasks due to its strong capabilities in understanding nuance (important for journaling sentiment and personal guidance). Simpler tasks might use a cheaper model (GPT-3.5) to save on cost (for example, basic sentiment tagging might not require the most advanced model). The prompts are designed carefully to yield the format we need (e.g., instruct GPT to give answers in JSON if we want structured data like lists of goals). The system will handle token limits by chunking data if needed (e.g. summarizing journals in parts if too long).
  • OpenAI Integration Points Recap:
    • Goal Breakdown Assistant: Uses conversational prompt chaining with GPT to generate goals/milestones/tasks.
    • Journal Analysis: Uses GPT to summarize and tag sentiment. Possibly also to highlight key emotions or topics (like “you often mentioned ‘family’ this week”).
    • Idea Matrix: Uses GPT to pick top ideas and suggest next steps, acknowledging that final judgment is up to user.
    • Reflection & Check-in: Uses GPT to craft personalized reflection prompts or even to generate a motivational statement (e.g., “weekly identity summary” as mentioned later).
    • Insight Explanation: The correlation engine might use GPT to word the statistical findings in a user-friendly way (turn numbers into a natural language insight).
    • Tone and Personalization: Prompts to GPT will likely include instructions to maintain a supportive, coaching tone appropriate for personal development. For example, avoid being too clinical; instead be encouraging and positive in wording.
  • Security and Privacy: All AI calls are made server-side to keep the OpenAI key secret. User data (like journal entries) is sent to OpenAI for processing; users will be informed of this in terms of service since it involves external processing. We ensure to not send more personally identifiable info than necessary. Responses are filtered or moderated if needed (OpenAI content filter) especially because journal content might be sensitive. The AI should be configured to refuse or flag if a user asks something inappropriate or outside the scope (though mostly it’s confined to this planning domain).

In summary, AI is a critical support tool in The Path Today – it provides intelligent suggestions, patterns, and summaries to enrich the user’s planning experience. However, the user remains the ultimate decision-maker. All AI features are designed such that the user can accept, edit, or ignore the AI’s output. This synergy allows users to benefit from AI’s breadth of knowledge and pattern recognition while keeping the app’s guidance personal and adaptable.

UI Notes

The Path Today’s user interface is designed to be responsive (mobile-first, but equally effective on desktop) and to invoke a sense of calm focus with a nature-inspired aesthetic. At the same time, it must be highly accessible (meeting ADA standards for contrast and readability). Key UI design notes:

  • Color Palette: A nature-inspired palette is used – think earthy greens, sky blues, soft browns, and sunset oranges as accent. These colors provide a calm, natural vibe. However, we ensure high contrast for text and critical elements for accessibility. For instance, if using a light cream background, text will be in a deep charcoal or dark color to achieve at least a 4.5:1 contrast ratio as per WCAG guidelines. Accent colors will be used sparingly for highlights or graphs, and we’ll double-check that even these have sufficient contrast or alternate indications (icons, patterns) so that color alone isn’t the only communicator (important for colorblind users).
  • Typography: The app will feature rich, interesting typography to reinforce its personal and reflective character. This might mean using a serif font for headings (for a warm, book-like feel) and a clean sans-serif for body text for readability. All fonts will be legible and support a wide range of characters (for internationalization). We will also include subtle animated overlays/effects on text in certain areas – for example:
    • Headings or key quotes might have a slight fade-in or parallax scroll effect (text moves slightly slower than background when scrolling).
    • On hover, perhaps important text like life vision statements could gently highlight or underline with a flourish (e.g., a small vine-like underline appears, tying to the nature theme).
    • These animations should be subtle and not distracting; they serve to make the app feel alive and engaging as the user interacts, without harming usability.
  • Layout & Background: The base background will be an off-white or light cream tone (avoiding pure white to reduce eye strain). This gives a parchment or journal page feel. Sections may use slightly different background shades (e.g. a faint green tint for the Today view panel) to visually separate them. We’ll incorporate nature-themed illustrations or icons (like leaves, mountains, or paths) in a minimal way (e.g., a faint watermark or in onboarding screens) to reinforce the theme. The UI will be largely clean and uncluttered, with spacing to breathe – because this app deals with potentially large amounts of text (journals, lists), good spacing and grouping is important.
  • Navigation: Likely a sidebar or tab navigation for main sections (on mobile, a bottom tab bar; on desktop, a sidebar or top menu). The main sections of the app (detailed below) are accessible through this navigation. Each main view (Today, Week, etc.) will have an obvious heading and date context so the user knows where they are.
  • Main Pages/Views:
    • Today View: This is the central hub when the user opens the app. It shows today’s date and a curated list of what’s important today. This includes:
      • Today’s tasks (from DailyTasks with due_date == today or any overdue tasks). Likely shown as a checklist with the ability to check them off.
      • The daily habit checklist (from Habits, integrated here so the user doesn’t have to go elsewhere to tick habits).
      • Perhaps a “Daily Focus” or motivational quote derived from their life vision or an AI coach (optional).
      • A quick link to add a Journal entry (or even an embedded text box for journaling directly in Today view, to encourage quick reflection).
      • If the user has tasks not linked to a weekly milestone (floating tasks), those appear too.
      • Possibly a summary snippet of progress (e.g. “5 tasks planned • 2 completed so far”).
    • Week View: Overview of the current week (or any week user selects). It shows the WeeklyMilestone for that week (the goal or theme of the week). Under that, it lists all tasks scheduled for each day of the week (a mini calendar view or list by day). It also might show events like if a project milestone is due that week. The week’s habit performance could be summarized here too (like a 7-day habit tracker visual). At the end of the week (e.g. Sunday), this view will prompt the weekly reflection (generated by the check-in assistant).
    • Month View: Similar to week, a broader look at the month’s goals. Show the MonthlyGoal and any key milestones or deadlines in a calendar. There might be a calendar grid with highlights on days tasks are due or habits streaks. The Month view could also display a simple KPI summary for the month so far (tasks done vs planned, average mood).
    • Quarter View: Shows the QuarterlyMilestone and the three MonthlyGoals that comprise it. Useful for seeing a bigger picture of progress. Could have a progress bar for each month or an overall completion percent of that quarter’s goal.
    • Year View: The YearGoals are displayed, possibly in a timeline or list. If multiple YearGoals (across different life categories), they can be listed or segmented by category. Each YearGoal can show its status (e.g., “on track” if quarterly milestones are being hit, or “needs attention” if something is behind). The Year view is where annual reflection and new year planning would occur (with AI assistance).
    • Vision View: This is a special section for the Life Visions. It might show all 9 categories on one page (perhaps as cards or a 3x3 grid, each with the category name and the user’s vision statement). The user can click a category to expand it and see the linked Directional Goals and maybe some high-level metrics (like “Last updated 3 months ago” or “2 active year goals under this vision”). This page is the “… central hub of the app’s philosophy, where users anchor their purpose and can review how current goals tie back to these visions.
    • Projects Page: A dedicated section to manage projects. It lists all active projects, and allows filtering or grouping (e.g. by associated life category or goal). Each project entry shows a progress bar (e.g. X of Y tasks completed) and next milestone or deadline. Clicking a project opens a detailed view: project description, list of tasks (possibly organized by status or phase), and any linkage to goals (e.g. a label showing which Year Goal or Quarter it supports, if any). Users can add new tasks to the project here. There may also be a space for project-specific notes or journal entries (for project retrospectives or ideation related to the project). The UI for project tasks might support drag-and-drop reordering or Kanban-style status updates (if we include task statuses like “Not Started / In Progress / Done”). If a project was created via the AI assistant, a note could indicate that and suggest the breakdown (e.g. “This project was aligned to your goal: ‘Run a Half Marathon’”).
    • Journal Page: A timeline or list of all JournalEntries. Likely organized by date (with a calendar sidebar or date picker for navigation). Each entry can display the first line or a summary, along with icons/indicators for mood or sentiment (for example, a colored dot or emoji 🙂😐☹ based on sentiment analysis). The user can click an entry to expand full content, edit it, or see AI-generated tags/summary. There might be a search function (to search by keyword across entries, or filter by mood tag – e.g. show all “happy” entries). Over time, this page becomes a personal diary. We ensure a distraction-free writing interface for new entries (perhaps a modal or separate compose screen with minimal UI, just text and maybe a prompt like “What’s on your mind?”). The journaling experience is private and encouraging, with maybe gentle prompts if the user hasn’t written in a while. The weekly and monthly summaries generated will also be accessible here or in the Reflection section.
    • Idea Matrix Page: A creative space where each day the user is challenged to list 10 ideas. The UI shows today’s date and ten input fields or bullets to jot down ideas quickly. It may have an optional prompt or theme (which could come from the user or a random suggestion). After the user enters ideas, an “Analyze” button can trigger the AI Idea Ranking function. The results could be shown right on this page: e.g. highlighting the top 1-2 ideas with a badge or different color, and showing the suggested next step beneath those ideas. The page would also allow viewing past idea sessions (perhaps a sidebar with dates, or a swipe gesture to go to yesterday’s ideas). Old ideas can be archived or marked if they were turned into projects/tasks. The tone of this page is fun and low-pressure (maybe using a playful font for the idea numbers, or a lightbulb icon). It should encourage creativity (perhaps showing an encouraging quote or stat like “You’ve generated 120 ideas this month!”).
    • KPI Dashboard: A comprehensive dashboard of the user’s key metrics and progress stats, presented visually (graphs, charts, etc.). This page aggregates data from habits, tasks, and mood to provide insights at a glance.
    • Example of a personal analytics dashboard combining various life metrics (steps, sleep, mood, productivity) to help users identify trends. In The Path Today, the KPI Dashboard will similarly present an integrated view of the user’s behavior and well-being. It might include: a mood line chart over the past 30 days, a bar chart of tasks completed vs. planned each day, a habit consistency calendar (e.g. a heatmap of habit completion), and correlation highlights. High-level stats like “90% of weekly goals achieved this month” or “Average daily mood: 7/10” can be displayed as big numbers. The design uses the nature palette for charts (e.g. habit streak in green, work tasks in blue) but ensures clarity with labels and possibly tooltips. This dashboard lets users track everything in one place, much like other quantified-self tools, so they can see long-term trends (e.g. improvement in productivity, or impact of habits on mood). It’s interactive: users can adjust the time range, and click on a data point (like a particularly low mood day) to see what happened (maybe link to that day’s journal entry or tasks). The aim is to turn data into insights, helping users confirm hunches like “I’m happier on weekends” directly from their own data.
  • Onboarding Flow: When a new user starts, the app will guide them through a multi-step onboarding that is reflective and AI-supported:
    1. Welcome & Life Visions: The user is introduced to the 9 life categories. For each category, the app asks a question to prompt their thinking (e.g. “What is your ultimate vision for your Health and Fitness?”). They input a sentence or two. If they get stuck, the AI can offer examples or probing questions. This results in creating their 9 LifeVision entries.
    2. Set Directional Goals: After visions, the user picks a couple of categories they want to focus on first (maybe not all at once to avoid overwhelm). For those, the app asks them to set a 1-3 year goal. AI can suggest goals based on the vision statement (the user can accept or tweak these suggestions).
    3. Year Goal & Current Plans: If the current date is near the start of a year (or just generally), ask the user to set a goal for this year toward the directional goal. Otherwise, it might skip to Quarterly. Essentially, get some immediate-term goals in place. AI can fill in details or the user can type their own.
    4. Daily Routines & Habits: The onboarding also asks about daily habits they want to cultivate (for the Checklists). For example, “Name a few daily habits that are important to you (e.g. meditation, exercise, reading).” These will be added to Habits.
    5. Idea Practice Intro: Explain the idea of writing 10 ideas a day (the Idea Matrix). Maybe even have them try a practice session with 3 ideas in onboarding with a fun prompt to demonstrate how it works.
    6. Tour & Notifications: Finally, a quick tour of the interface (highlight Today view, etc.) and a prompt to enable notifications (with options to opt in to email/push and selecting times).
    Throughout onboarding, the tone is motivational and clarifying. The AI is used to assist in formulating visions and goals if needed, but always asks for user approval. By the end of onboarding, the user should have some initial data in the system: their life visions recorded, a couple of goals set, at least one weekly task or project (maybe to start on a goal), and their daily habits listed. This way, when they land on the Today view after onboarding, it’s already populated with meaningful content (rather than being blank, which can be intimidating).

User Experience Goals

The design and feature set of The Path Today are aligned to ensure a seamless and motivating user experience. Key UX goals include:

  • Traceability of Tasks to Vision: Every action the user is asked to do has a purpose linked to their personal vision. The app makes this explicit by allowing users to navigate the hierarchy. For example, from a Daily Task, the user can click “up” to see which Weekly Milestone and which higher-level goal it supports. Conversely, from a Life Vision, they can drill down to see all active Goals, Projects, and Tasks contributing to it. This creates a sense of meaning and reduces the feeling of busywork. The planner integrates long-term goals into daily planning rather than treating them separately, ensuring the user always knows why a task matters.
  • AI-Assisted Project Kickoff: When a user has an idea and creates a new Project, the system offers the AI Walkback Assistant to help flesh it out. This means the user isn’t left staring at a blank project wondering what milestones to set – the AI provides a draft roadmap. Users have reported that aligning daily plans with big goals can be tricky, so this assistant serves as a guided brainstorming partner. The UX goal is to make starting something new feel supported and less overwhelming.
  • Integrated Journal Insights: Reflections from the Journal don’t stay siloed. If the user’s journal indicates they are repeatedly stressed about a certain goal, the app can subtly feed that back into the planner. For instance, the Week View might show a small alert or note: “You mentioned feeling stressed about Project X in your journal. Consider adjusting this week’s workload.” Likewise, positive journal notes (e.g. “Felt great after exercising”) can be used to reinforce habit suggestions (the app might highlight: “Keep the momentum on Exercise – you noted it improved your mood!”). The emotion tagging and summaries directly inform the planning – making the experience holistic. Over time, this loop helps users see the connection between their plans and their well-being.
  • Responsive & Consistent Design: Whether on a phone or laptop, the experience should be equally rich. On mobile, screens like Today and Week are scrollable stacks; on desktop, there might be multi-column layouts (e.g. tasks list and calendar side by side). All interactions (adding a task, checking a habit, writing in journal) should be simple taps or clicks with quick feedback. The design will use consistent components (e.g. the same card design for a goal whether it’s shown on the Year view or under a project) to reduce cognitive load. Performance is also key – data is loaded efficiently (perhaps using Supabase’s real-time subscriptions to update task status live). The user shouldn’t have to refresh; changes on one device reflect on another seamlessly.
  • Notifications & Re-engagement: Thoughtful notifications are part of the UX, acting as an external cue to keep the user engaged with their goals. They are configurable (via NotificationPreferences) to respect user’s time and preferences. The goal is to encourage consistency without nagging. A well-timed push that says “Great job on completing 100% of your tasks today! 🎉” rewards the user and reinforces the habit of using the app. On the other hand, if the user hasn’t interacted in a while, a gentle reminder of their visions can reignite interest. Emails provide a more in-depth summary and are designed with the same aesthetic (logo, colors, and a short summary of their data, and a clear CTA to return to the app).
  • Accessibility and Friendliness: The UX is designed to be friendly for all users, including those with disabilities. High contrast, readable fonts, and support for screen readers (proper ARIA labels for buttons like “Complete Task”) are in place. The nature theme and personal tone aim to make the app feel like a companion rather than an enterprise tool. Microcopy (small pieces of text in the UI) will be encouraging: e.g. if a user has no tasks for today, instead of “No tasks” it might say “You have nothing scheduled – a great chance to rest or add a task that excites you.” This positive framing supports the user emotionally.

Overall, the user experience is crafted so that every feature works in concert – tasks, projects, journal, ideas, and KPIs aren’t separate modules but interlinked facets of the user’s life planning. By maintaining this cohesion, the app ensures that as the user interacts with one part (say, completing a task), the other parts (habit streaks, mood, goals progress) reflect that, giving a sense of progress and alignment in real-time.

Optional Additions

Finally, a few optional or future enhancements have been envisioned to add even more value and fun to The Path Today:

  • Exportable Reports: Users may want to review or share their progress outside the app. We plan to include an export function to generate reports (PDF or web page) summarizing their KPIs and reflections. For example, a “Monthly Report” PDF could chart their habit consistency, list accomplishments (tasks completed, goals met), and include a brief AI-written summary of their month. Similarly, an annual report might compile key insights from each quarter. These reports can be used for personal records or even to share with a coach or accountability partner. Export could also include CSV data for those who want to do their own analysis.
  • Weekly Identity Summaries: A novel feature to keep things fun – each week the app can characterize the user’s predominant “identity” or strength based on their activities. For instance, if the user spent a lot of time socializing or helping others in their tasks, it might say “🕸 You were a Connector this week – you brought people together and communicated often!” If they completed many creative tasks: “🎨 You were a Creator – lots of creative output!” This would come with a brief narrative blurb generated by AI that highlights that aspect of their week in a positive light, almost like a horoscope based on actual data. The identity would be accompanied by a fitting emoji or icon to make it visually fun. These are meant to celebrate the user’s style and keep them engaged (and maybe prompt them to try a different “mode” next week if they want). The classification logic can use the types of tasks/projects done (which could be tagged by the user or inferred by keywords) combined with journal tone. It’s a light-hearted way to summarize the week.
  • Idea Sharing and Archiving: Over time, the daily idea practice yields a lot of ideas. We add features to manage this wealth of creativity:
    • Archiving: The user can mark older idea sessions as archived, or mark individual ideas as archived/dismissed (especially if they decide some are not interesting to pursue). This cleans up the active view and helps the user focus on recent or high-potential ideas.
    • Sharing: If the user wants to act on an idea or get feedback, they can share it. For example, an “Share Idea” action could create a nice snippet image or text that the user can send to a friend or post on social media (though the app is primarily individual-use, sharing a cool idea doesn’t break privacy if done intentionally by user). Another form of sharing could be integration with a community (if one develops around the app) where users anonymously or openly share their top 10 ideas of the day for inspiration. At minimum, exporting a single day’s idea list to email or copy-to-clipboard will be available.
    • Collaboration: As an extension, perhaps allow a friend or partner to be invited to view certain parts of one’s plan or progress (some users might like to share their life vision and goals with a coach or spouse). This would be read-only sharing of selected data, implemented securely via unique links or within-app friend system.
  • Integration with Calendars and Devices: (Beyond initial scope, but possible addition) The app could integrate with external calendars (Google, Outlook) to pull in events as context (so the Today view knows you have a busy day of meetings, and maybe suggests fewer tasks). Or push out tasks with deadlines to the calendar. Integration with fitness trackers or other apps (like pulling step count or sleep data) could enrich the KPI logs, allowing even more correlations (like the ones in health data). These integrations would require careful use of APIs and user permissions, and might be premium features down the line.
  • Voice and Chatbot Interface: As an enhancement, we could allow users to interact with The Path Today via voice (on mobile, a voice note that gets transcribed to a journal entry) or via a chatbot interface (maybe a Telegram/WhatsApp bot or smart speaker skill that you can ask “What’s my plan today?” or say “Add a task to tomorrow”). This would leverage the AI and the structured data we have to provide another convenient access method to the user.
  • Gamification and Streaks: To encourage consistent use, some light gamification can be added. For example, streak counts for journaling daily, completing all tasks in a day, or doing the 10 ideas exercise every day. Badges or congratulatory messages for hitting milestones (like “1000th task completed!” or “Journal streak: 30 days”). This is optional and would be implemented in a subtle, non-distracting way (perhaps visible in the profile or settings area so it doesn’t clutter the planning UI).

These additions, while not core to the MVP, could greatly enhance engagement and provide depth. They would be designed to fit into the existing framework (leveraging the data already being collected and the AI integration in place). Each feature would be evaluated against the primary mission of the app: helping an individual stay aligned daily with what truly matters to them. Features that support that mission in a meaningful way are prioritized, and anything that distracts from it is kept out.

Conclusion: This technical specification has outlined the comprehensive vision for The Path Today. It detailed a robust database schema capturing the hierarchy from life visions down to daily tasks, edge functions to provide AI-driven guidance and analysis (from breaking down goals to finding personal insights), thoughtful AI integration protocols, UI/UX designs focused on clarity, beauty, and accessibility, and the overall user experience goals of maintaining alignment and encouraging reflection. Optional features paint a picture of how the app can evolve. With this foundation, The Path Today is set to be a powerful personal tool that not only plans one’s life path but also learns and adapts with the user, offering guidance at every step on the journey from long-term vision to today.

ChatGPT Deep Research Prompt

Hi - I need your help writing full specs, including database setup and edge functions for supabase, for a project I am building on Lovable.

I'm going to paste a lot of various specifications in here that I have assembled over the course of the project, and I'd like you to give me a very robust set of specs that I can put into Lovable for it to build the whole project.

I want this to be visually pleasing I have attached the stone that will be the basic logo concept. The idea is that the path is made one step at a time, and we walk back from bigger life vision to where we are today.

I have attached a color palette. I want the background to be light cream or white because I want everything to be ADA compliant and legible. I want the color palette to feel rich and natural without being bright or campy.

I want interesting typography with css overlays on graphics, and animations that slightly shift things on the page as you interact, like walking through a forest, but I don't want it to feel forced. Everything should feel subtle and natural.

Here's an overview:
Project Name: The Path Today thepath.today

Objective:
Create a fully integrated, non-time-based planning app using structured tiers of goals and tasks, with core features that connect journaling, checklists, idea generation, KPIs, and task tracking.

1. Core Structure

Life Vision System
• Create 9 fixed categories: Family, Finances, Business & Career, Health & Wellbeing, Relationships & Friends, Community, Travel & Leisure, Personal Development.
• Each category should allow the user to define:
• Long-term vision (life vision)
• 1–3 year directional goals
• Annual goals
• Quarterly milestones
• Monthly goals
• Weekly milestones
• Daily tasks

Each layer should flow into the next (top-down) and support AI-generated suggestions to walk back from vision to tasks.

2. Today View (Homepage)
• Displays only what is relevant for the current day.
• Includes:
• Today’s tasks (from weekly and monthly goals)
• Daily checklist (hydration, movement, etc.)
• Task timer (tracks time per task and auto-logs)
• Short journal entry field
• Idea input (10 ideas a day system)
• Basic KPI indicators (e.g. tasks completed, checklists completed)
• No options to add new trackers from here.
• Data should be pulled from connected databases, not hardcoded.

3. Idea Matrix
• Users can submit 10-idea lists per day with an idea topic.
• Each list includes 10 short ideas (one-liners, optional description).
• Ideas are stored in a database and categorized by topic and date.
• Weekly: Users can review, score, and prioritize ideas.
• Add option to use AI to suggest next steps for any idea.
• Selected ideas should be able to:
• Generate a task
• Be tagged to a project
• Be shared via message/email (optional feature)

4. Journal System
• Simple entry field for freeform journaling.
• AI-generated weekly, monthly, quarterly, and annual summaries.
• Automatically detects trends, repeated topics, and sentiment.
• Users can click “summarize” to generate a short reflection (“TFM”-style).
• Journals feed into a progress/insight page to surface emotional patterns.

5. Checklists (Daily Habits)
• User-defined, but limited to a fixed list to avoid bloat.
• Track daily completions across categories (e.g. “checked Discord,” “meditated,” “walked 20 mins”).
• Completion data is logged and used to generate correlations with mood, goals, performance.

6. KPIs & Dashboard
• Pull data from:
• Checklists
• Task completion
• Time spent (via task timer)
• Journal summaries
• Idea implementation
• Visual dashboard with:
• Weekly / Monthly / Quarterly views
• Identity-style summaries (e.g. “You’re a Connector: You supported others while making progress on X”)
• Export/share view option

7. Projects & Tasks
• Allow user to create projects and assign tasks.
• Tasks can be linked to:
• Life Vision categories
• Ideas
• Calendar events (future feature)
• Tasks inherit due dates and visibility based on linked milestone (weekly/daily/monthly).
• Time tracking per task via task timer.

8. Data Flow & Structure
• All data should live in separate databases (not hardcoded).
• AI should reference and write to those databases, not overwrite.
• Homepage and dashboards should dynamically pull from those databases.
• Placeholder data should be removed once structure is complete.


We're designing a multi-tiered planning system inside this app. Each view (Today, Week, Month, Quarter, Year, Vision) is connected in a way that every small task traces back to a meaningful long-term outcome. The structure supports both tracking progress and helping users stay aligned with their core direction.

Please build out the following dashboard states and views:

---

🟩 **TODAY TAB**
Primary focus: execution.

- Shows only **today’s tasks**, drawn from weekly milestone breakdowns
- Displays % complete toward this week’s milestone(s)
- Shows **time tracked** on each task (via built-in timer)
- Optional: Display how many tasks were completed vs outstanding
- Tasks may be filtered by energy level, environment, or mood
- Add a “What matters most today?” journaling prompt

---

📆 **WEEK VIEW**
Primary focus: milestone progress.

- Shows:
 - All active **weekly milestones**
 - % progress toward each (based on tasks completed)
 - Time logged across the week
 - Tasks marked complete + still remaining
- Links these weekly milestones back to their **monthly project**
- Includes a **weekly reflection/check-in prompt** with optional AI suggestions for next week’s focus
- Highlight one “win of the week”

---

🗓️ **MONTH VIEW**
Primary focus: project execution.

- Shows:
 - Active **monthly project goals**
 - % progress + time logged toward each
 - Completed + remaining tasks
 - Weekly milestone status roll-up
- Monthly reflection prompt:
 - “What moved forward?”
 - “What’s feeling stuck?”
 - “What should be composted?”

---

📣 **QUARTER VIEW**
Primary focus: category alignment.

- Shows:
 - All major projects and milestones across the quarter
 - Roll-up of task completion by life category (Family, Finances, etc)
 - Time logged per category (optional: display in a donut chart or stacked bar)
 - Quarterly review prompt:
   - “Are you on track with what you set out to nurture?”
   - “What surprised you?”

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🌀 **YEAR VIEW**
Primary focus: tracking alignment with annual themes and progress toward the big vision.

- Displays:
 - Annual themes + intentions
 - Summary of completed projects and major milestones
 - Progress toward long-term vision, marked as “On Track” / “Drifting” / “Evolving”
 - Time spent per life category (optional visual)
- Annual reflection/check-in:
 - “How did your work this year serve your vision?”
 - “What is calling you next?”

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🌱 **VISION VIEW (Foundational)**
- Displays all long-term life visions by category
- Allows users to view which projects, milestones, and tasks have been connected to each
- Provides AI insights:
 - “This vision has 3 active projects in progress”
 - “You’ve spent 42 hours this year toward this vision”

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✅ **CHECK-INS**
Each view includes a check-in prompt at the appropriate time scale:

- **Weekly** – Trigger every Sunday/Monday
- **Monthly** – End of month prompt + new month setup
- **Quarterly** – Reflect and realign direction
- **Annually** – Vision alignment, theme creation, project planning

Each check-in can trigger:
- A reflection journal
- Suggested milestones or tasks based on current progress
- AI nudges (e.g. “You haven’t added any new tasks to ‘Personal Development’ in a while—would you like to refocus here?”)

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💡 NOTE: Tasks should always be able to trace their lineage up through:
**Task → Milestone → Project → Category → Vision**

This gives users deep, ongoing alignment and clear visibility into the impact of their daily work.

for the onboarding flow, please use this as inspiration, but the overall purpose is setting up the goals for the various life categories, not to find purpose
I want to set up my planner as an app… I do not plan things by time, in general, since time is an illusion (a philosophy you can witness in how many things in my life happen at the same moment, and how I expect I can do unlimited things in a day 😆). Instead, I create tiers of plans: big, life visions, multi-year directional ideas (I have learned that life is so unpredictable that “destination” planning doesn’t leave enough room for the universe to work, so I let the ideas sit out there, and see if things align for that, or if something else comes along), year plans, intervals of the year goals, and then finally, milestones for weeks, broken down into tasks for the day.

I want to set up a flow that uses AI to help me to walk back from the big direction with good sequential prompts.

Here are the life categories:
Family
Finances
Business & Career
Health & Wellbeing
Relationships & Friends
Community
Travel & Leisure
Personal development

And here's an earlier exercise I put together that shows kind of how I want the flow to go:
FIRST: Define the Objective for ChatGPT
So that ChatGPT understands we’re working on a bigger project, not just a one-and-done quick question, we need to let ChatGPT know that the scope of the chat is bigger than any one individual question or answer. This will prevent ChatGPT from jumping the gun and trying to create a full assessment based on incomplete information.

Copy and paste the following into a new ChatGPT 4 chat:

I’m working on a project to define my life purpose through a series of questions and reflections. I’m going to go through a series of prompts and I’d like you to reply to the prompts, but I do not want you to provide a full assessment until I ask you to. This is a multi-step process covering many elements of my life and experiences. If I give what appears to be a partial answer, please ask me if I would like to continue with my answer. Do you understand? Are you ready for the first prompt?

This provides context for ChatGPT, which will help it give you the best (and least frustrating) experience.

When ChatGPT provides you with a list of questions, copy and paste the list of questions into your chat reply, and answer one at a time. You can use [shift + return] to create new line breaks. If you accidentally send a partial answer, stop ChatGPT (by hitting the “send” button, which will be a square when ChatGPT is generating) and finish your answer.

NEXT: Walking Through the Elements of Yourself
We’re going to start by answering (as thoroughly as possible) a set of questions that are personal to YOU. ChatGPT can provide questions for you to answer. Depending on your history using ChatGPT, these could be tailored to you. Even if you have no history using ChatGPT, it’s pretty good at intuiting what questions to ask.

Step 1: Core Motivations, Strengths, and Values
ChatGPT helps you define your core motivations, strengths, and values by creating questions (copy and paste this prompt):

I want to explore what is most fulfilling to me. Can you ask me a seven thoughtful questions to help uncover my core motivations, strengths, and values?

This will produce a list of questions. Copy and paste these questions into your reply and answer one at a time.

The more thoroughly you answer the questions, the better your ultimate result will be.

Important: If ChatGPT starts analyzing your answers, press the “stop” button and remind ChatGPT that you’re doing a longer exercise that requires multiple stages. Yes, this is kind of frustrating. ChatGPT is just trying to be helpful and doesn’t understand that humans have far more context than a single response.

Step 2: Success, Impact & Insights
Success & Fulfillment
Success and fulfillment is very personal and nuanced. The more you can get in touch with what’s personally fulfilling to you, the better you can craft the experiences that will provide more personal fulfillment. In turn, that will help you feel most successful in your days, and, ultimately, in your life.

Copy and paste this prompt into ChatGPT:

Let’s define what fulfills me personally. Can you help me reflect on how I define success and fulfillment by asking me some thoughtful questions about times I have created meaningful impact?

Obviously, this is important, right? I feel like it’s self-evident that we need to explore this with ChatGPT as thoroughly as possible in order to get the best results. But as the old saying goes, “If it goes without saying, it’s probably worth saying,” so please be as thorough as possible.

Lessons & Information
Our brain pays attention selectively. It only absorbs information it believes is crucial to our objectives, and discards everything unnecessary. What we have learned and how we have learned these lessons reveals what is important to us.

Copy and paste this prompt into ChatGPT:

Can you guide me through a reflection on the key life lessons I’ve learned? What moments, relationships, or experiences have shaped my perspective the most?

This is an opportunity to reflect on the lessons you’ve learned, not just in “book education,” but in your view of the world, your perspectives on people, and how you feel about your place in relation to what’s around you.

Relationships
We are social creatures. How we relate to others and organize ourselves around society tells us a lot about our beliefs.

Copy and paste this prompt into ChatGPT:

I would like you to help me analyze the patterns in my relationships—both personal and professional. Can you ask me 5 - 7 questions about how I see other people and society?

It’s important to note, of course, that many of our ways of relating to other people are based on things that happened to us before we were 5 years old… not just in terms of trauma, but in how we saw the support systems and interdependencies of humans overall.

In looking at these views of relationships, you may want to think about whether these perspectives are supporting or undermining your happiness. If they’re undermining your happiness, can you think of examples of people who have alternative belief systems that seem more supportive of happiness? Could you open your mind to alternative ways of relating to people?

Step 3: Identify Core Strengths & Natural Tendencies
We don’t always see our own core strengths and natural tendencies because we assume everyone has these attributes. This is a blind spot, but it’s a crucial step in clearly defining your purpose. You have these strengths and natural tendencies because you’re supposed to use them. But without awareness of these strengths, you will not be able to leverage them.

Copy and paste this prompt into ChatGPT:

Based on my answers so far, can you help me identify my natural strengths and tendencies? Are there patterns in how I approach challenges?

[If you have your Meyers-Briggs personality type, Strengthfinders Results, COLBE score, or any other assessments, include it for the ChatGPT]

You might be delighted by how insightful ChatGPT is based on your answers thus far (but wait! there’s more!). Use ChatGPT’s reflections as a starting point to add your own reflections.

Do you agree with this assessment?

Are there more strengths you’d like to highlight or explore?

Do you see nuance that ChatGPT has simplified? For example, does it say you bring a grounded approach to everything you do, but you feel like you struggle to remain grounded in highly emotional situations?

Engage in a dialog. I find these exchanges helpful in practicing emotionally mature and thoughtful conversation in general. And specifically, in this case, you’ll be able to get a deeper perspective into your strengths, which will serve you on many levels.

Step 4: Discover the Common Threads
So far, we’ve explored:

Core motivations & values

Past experiences of meaningful impact

Strengths & our approach to challenges

These three elements provide insights into past, present, and future. This is the road we’re currently walking.

Copy and paste this prompt into ChatGPT:

Looking at everything I’ve shared, what are the common themes? What are the through-lines that connect my favorite projects, ideas, and experiences?

I think this is where it starts to get fun and “AH-HA”-ey.

Does ChatGPT’s assessment feel true to you?

Do you have things to add?

Step 5: The Results
OK! READY FOR THE REVEAL???

Copy and paste this prompt into ChatGPT:

I have gone through a structured process to reflect on my purpose, strengths, challenges, and patterns in my life. Now, I’d like you to synthesize everything I’ve shared into a comprehensive assessment of my personal mission, strengths, limitations, and best path forward.

Organize your response using the following sections:

1. Core Purpose & Personal Mission

• Summarize what truly drives me based on my reflections.

• What deeper impact do I want to have on the world?

• How do my responses suggest a “through-line” or unifying theme in my work and life?

2. Key Strengths & Fulfillment Drivers

• What activities, experiences, and types of work bring me the most energy and joy?

• Identify patterns in what I’ve described as my most fulfilling or meaningful moments.

• What unique skills, gifts, or talents do I repeatedly demonstrate?

3. Challenges & Natural Limitations

• What patterns emerge in the things that drain me or make me disengage?

• Where do I tend to struggle or get stuck?

• What personal tendencies do I need to be aware of so I can work with them instead of against them?

4. Personality & Cognitive Profiles

• Based on what I’ve shared, summarize insights from personality frameworks such as Enneagram, Kolbe, StrengthsFinder, Myers-Briggs, DISC, or Human Design (if I provided them).

• What natural working styles or cognitive preferences shape how I best operate?

5. Definition of Success

• How do I personally define success (beyond external achievements)?

• What does an ideal, fulfilling life look like based on my values and motivations?

• What recurring themes appear in what I consider meaningful work?

6. Personal Commitments for Growth

• Based on my reflections, what key mindset shifts or habits would help me grow?

• What limiting beliefs or patterns should I actively work to change?

• What mantras, principles, or commitments would help me stay aligned with my purpose?

This will probably deliver a LOT OF INSIGHTS. Copy and paste this into a document and print it out and stick it on your mirror, because this is an important reflection on what you’re bringing to the world.

Step 5 (optional): Brainstorm & Evaluate Potential Focus Areas
I undertook this exercise because I’m at a crossroads and I want to consider the potential paths ahead of me, both visible and hidden. For me, I am not ready to commit to a multi-year direction, but I do think it’s important to sit behind the wheel of my own life.

These areas of focus can be short or long-term. As long as you have defined them based on the elements we’ve discussed thus far, you’ll be undertaking a worthy endeavor.

Copy and paste this prompt into ChatGPT:

I have many ideas for what I want to work on. Can you help me brainstorm, refine, and evaluate which ideas align best with my strengths, interests, and financial goals?

Noodle. It’s what your noodle is there for.

Step 6 (optional): Create a 90-Day Plan with Metrics
My ultimate goal in this exercise was creating a 90-day Plan, so this is where my tires met the asphalt.

I needed to define action & traction.

If you’re looking for a 90-Day Plan (and you’ve come so far, so why not?), this is a very fun moment.

Copy and paste this prompt into ChatGPT:

Based on my chosen focus area, can you help me create a 90-day action plan with milestones, metrics, and a way to track my progress?

How does this feel? Does it look real? Achievable? Does it take into account all the other things you have going on in your life?

Sometimes ChatGPT doesn’t understand what’s literally possible… to ChatGPT, writing this blog post would take absolutely zero seconds at all (but I’ve spent about 2.5 hours on it). It’s not very good at assessing the bounds of human abilities.

In case you’re wondering why I decided to personally write this instead of having ChatGPT write it for me, it’s because I have found ChatGPT to miss the core themes I personally am trying to convey.

Step 7 (optional): Tracking & Accountability
I have many plans, but I often lose track of them if I’m not actively participating in them. In order to stay on-track for the 90-day plan, we have to set up some kind of systems for tracking and accountability.

Copy and paste this prompt into ChatGPT:

Can you help me set up a system for checking in on my progress weekly? How can I stay curious instead of getting stuck in anxiety or perfectionism?

RIGHT ON! Now we’ve got a tangible 90-day plan, we’ve got metrics, and we’ve got accountability. WE ARE LOOKING SO S.M.A.R.T (Specific, Measurable, Achievable, Relevant, and Time-Bound: the characteristics of a great goal!).

Not only that, we’ve got a beautiful reflection of who we are and what drives us.
ONBOARDING FLOW GUIDELINES (PLEASE IMPROVE THESE IN YOUR SPECS SO THEY MAKE SENSE. the ai should ASSIST in breaking down the bigger category goals to smaller items)
STEP 0: Welcome Screen
• Message: Explain the user will define long-term life visions and build a goal structure from that.
• Button: Start

STEP 1: Define Life Visions (for 9 Fixed Categories)

Categories:
• Family
• Finances
• Business & Career
• Health & Wellbeing
• Relationships & Friends
• Community
• Travel & Leisure
• Personal Development

Prompt per category:

“Describe what success or fulfillment looks like in this area of your life over the long term.”

Inputs:
• Long-form text input
• Optional: Add AI helper button: Summarize or polish my answer

Save to database: life_visions with user_id, category, vision_text

STEP 2: Generate Directional Goals (1–3 Years)

For each completed Life Vision:
• AI generates 1–3 broad directional goals based on user’s vision entry
• User can edit, remove, or write their own
• Optional button: Regenerate with AI

Save to database: directional_goals with link to category_id and life_vision_id

STEP 3: Generate Year Goals (1 Year)

Per directional goal:
• AI generates 1–2 realistic goals for this year
• User can accept, edit, or replace
• Optional: Skip any category

Save to: year_goals table, linked to directional_goal_id

STEP 4: Generate Quarterly Milestones

For each Year Goal:
• AI suggests quarterly milestone(s) to stay on track
• User can edit or write their own
• Milestones may be grouped by category

Save to: quarterly_milestones table, linked to year_goal_id

STEP 5: Generate Monthly Goals

Based on selected or approved Quarterly Milestones:
• AI proposes monthly breakdown
• User accepts or adjusts

Save to: monthly_goals table, linked to quarterly_milestone_id

STEP 6: Generate Weekly Milestones

From Monthly Goals:
• AI suggests 2–3 key milestones for the current or upcoming week
• User approves, edits, or adds their own

Save to: weekly_milestones table, linked to monthly_goal_id

STEP 7: Initial Daily Tasks

From Weekly Milestones:
• AI proposes 3–5 tasks for today or tomorrow
• Tasks editable before saving
• Additional task entry allowed

Save to: daily_tasks table with milestone_id, date, and status

FINAL STEP: Review & Confirm
• Display a summary list:
• Life Vision by category
• Directional Goals
• Year → Quarter → Month → Week → Today
• Button: Looks Good – Finish Setup

Key Features to Include
• AI must retain previous entries and use them as context when generating next-level goals
• All data saved as structured records with appropriate foreign key references
• Users should have a way to regenerate suggestions or start over at any point in the onboarding flow
• AI should not overwrite user-edited data unless explicitly asked to

🌱 Step 1: Welcome + What to Expect

Tone: Encouraging, grounded, no fluff
Prompt:

Hey, let’s figure out what really matters to you.
This won’t be a dry goal-setting session. Think of it more like a personality quiz that leads to a blueprint for the life you actually want.
Ready?

Button: Let's Go

🧭 Step 2: Define Your Core Self

Break this into micro-question cards with a progress bar.

Each card could be a question like:
• “What kinds of challenges bring out your best?”
• “When do you feel most like yourself?”
• “What’s something people always come to you for?”

Let users answer in text OR choose from smart prompt buttons (like “creative problem-solving” / “making people feel seen”).

💡 Step 3: Fulfillment & Success

Explore personal definitions of success.

“When was a time you felt truly proud of something you made happen?”
“What does a fulfilling day look like for you?”
“What’s something you’ve always wanted to do, even if it didn’t ‘make sense’?”

🌀 Step 4: Patterns in Your Life

This section builds insight—add reflection-style prompts like:
• “What lessons have come up again and again in your life?”
• “Which people or moments shifted your direction?”

End this section with a little summary card:

“Here’s what’s emerging from your story…”

🪞 Step 5: Your Core Identity

At this point, generate a short reflective synthesis (AI-generated or just a block with placeholder text):

“You are someone who values [insight], is driven by [theme], and finds fulfillment through [activity/type of impact].”

🌍 Step 6: Define Your Life Vision (1 card per category)

Give each of the 9 categories its own full-screen moment with a question like:
• Family: “What kind of relationships do you want to nurture with your family—now and in the future?”
• Finances: “How do you want money to feel in your life—stable, free, abundant?”
• Career: “What work feels like it matters? What role do you want to play in the world?”
• (repeat with tone-appropriate versions for each)

Include a short reflection text box and optional icon/tag selector for style points.

🔭 Final Step: Reveal + Save Your Vision Map

🎉 “You’ve just defined the beginning of your next chapter.”
Present a beautifully formatted summary of their 9 visions + personal reflection highlights.

Buttons:
• Edit anything
• Start setting goals

Journal specs
Please ensure that all AI-generated summaries from the Journal system (via the “Tell me what’s going on” button or periodic reflections) are made visible in two additional places:

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📈 **Progress Page Integration**
- Display journal insights alongside project/task stats
- For each week/month/quarter, show:
 - Summary of project/task completion
 - Journal reflection summary from that same period
- Example:
 - “Week 17: 82% of tasks completed.”
 - “Reflection: Felt overwhelmed early in the week, but found grounding through creative work. Relationships mentioned more than usual.”

This creates a more human and emotional view of progress, not just numbers.

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📌 **Life Planner Integration**
- Inside the Life Planner (or Vision View), each category (e.g. Health, Career, Family) should show:
 - Related journal insights tagged to that category
 - Aggregated tone/emotional trend over time
 - Option to open the linked entries for deeper reflection

- Example under “Health”:
 - “Over the past 3 months, reflections have focused on energy and rest. Mood has been mostly neutral-to-positive with a dip in early March.”

This allows each category to serve not just as a planning zone, but a **feedback loop** from lived experience.

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Optional:
- Allow user to set the journal as their “check-in” space from any other part of the app
- When a user is viewing a project, a weekly milestone, or even a goal, let them click: “Reflect on this” → which opens a journal entry pre-tagged with that context
KPI specs
We are building a KPI system that does more than count tasks—it connects actions to outcomes so users can understand what behaviors truly move the needle on their wellbeing, progress, and identity.

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📌 **Core Concept**
Every checklist item completed (e.g. “Drank water,” “Checked Discord,” “Meditated”) should be tracked *as an individual, timestamped datapoint.*

Every journal entry, emotion tag, life category tag, and outcome (e.g., “Landed 3 new clients”) is also stored in the system.

We need the AI to **correlate behavior patterns with outcomes** to surface:
- What activities preceded good outcomes
- What habits support mental clarity or emotional stability
- What repeat actions lead to financial progress, connection, or creative breakthroughs

---

🧠 **Examples of What We’re Looking For**
- “On weeks you meditated 7/7 days, journal sentiment was 20% more positive.”
- “Checking Discord is correlated with client wins in 3 of the last 4 weeks.”
- “You completed your water checklist 90% of the time, and your energy mentions were consistently high.”

These are **performance insights tied to impact**, not just completion rates.

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📈 **Gorgeous, Inventive, Exportable Dashboard**
- Dashboard should feel **alive**—not just numbers but narrative.
- Include visual graphs/charts that show:
 - Completion of checklist items per day/week/month
 - Sentiment trends from journal entries
 - Correlations between actions + emotional tone or outcomes
 - Project/task completions per category

---

🏅 **Identity Summary + Shareable Narrative**
At the top of the dashboard, generate a summary based on tracked behavior and outcomes. This should:
- Reflect their emerging identity based on patterns
- Reinforce what they’re doing well
- Be empowering and fun to share

Examples:
- “You’re a **Connector 🧠**: This week, you created systems that brought people together and unlocked their goals. Your focus on family and planning lit the path forward.”
- “You’re a **Momentum Builder 🚀**: Your consistent journaling and ideation practice sparked 3 project breakthroughs. Keep following your energy.”

Summaries should be:
- 2–4 sentences
- Include emojis and empowering tone
- Designed to be exportable/shareable with a beautiful card-style graphic

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🧩 **Optional Features**
- Weekly/Monthly KPIs emailed or offered as a downloadable report
- Ability to “highlight” a tracked action to test its impact over time
- Weekly “habit MVP” badge: the action most positively correlated with impact

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🎯 **Purpose**
The KPI system is not just about productivity—it’s about *pattern recognition, self-reflection, and empowerment*. The goal is to help users *focus on what really matters to them*, based on what actually improves their life.

This is how we help them live in alignment with their vision—not just check boxes.

Idea Matrix specs
We're building a full-featured system to support the practice of generating 10 ideas per day—based on James Altucher’s "Idea Muscle" concept—but with added layers of intelligence, evaluation, and sharing.

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🧠 **Daily Idea Entry (Already Working Beautifully)**

- Lives on the **homepage**.
- Each day, the user sees or inputs a **Topic Prompt** (e.g., “10 creative ways to use flowers to brighten someone’s day”).
- They then enter up to **10 ideas**, one line each.
- Description field is optional for later expansion.
- This section is designed to be fast and fun—like idea reps at the gym.

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📁 **IDEA MATRIX (Main Hub for Review, Evaluation & Sharing)**
EVERY IDEA LIST HAS 10 ITEMS - it should be possible to rank the ideas in a weekly review
This is where the full database of ideas lives and grows. It should have the following features:

1. **Matrix Structure**
  - Each entry includes:
    - Topic prompt
    - List of up to 10 ideas
    - Date created
  - Organize by:
    - **Week**
    - **Theme or Category** (user-defined or AI-suggested)
    - Filter by tags, scores, or time range
  - Infinite scroll or pagination (up to 365 idea lists/year)

2. **Weekly Review Flow**
  - Every 7 days, trigger a guided review prompt:
    - “Let’s review this week’s ideas and see what might be worth exploring.”
  - The user can click into each list to:
    - **Score ideas** based on key criteria:
      - Impact
      - Delight
      - Effort
      - Feasibility
      - Scalability
    - AI can suggest scores as a starting point based on the idea text

3. **Next Step Generator**
  - For any scored idea, the user can click a “Generate Next Step” button.
  - AI will return a 1-line actionable suggestion to move the idea forward.
    - Example: If the idea is “create a flower-sharing subscription box,” the AI might suggest: “Make a list of 3 potential local florists who offer bulk discounts.”
  - This next step can be:
    - Added to that week’s tasks
    - Saved for later
    - Archived

4. **Send to Someone**
  - Each idea (or entire idea list) has a checkbox to “Add to Message.”
  - Once checked, the user can:
    - Compile selected ideas into a **formatted message**, including:
      - Topic
      - Idea text
      - Score (if available)
      - Next Step (optional)
    - Share via email, text, or social
    - Save the message as a “Sent Idea” for future reference

5. **AI Support**
  - Weekly idea ranking prompt: “Would you like AI to help you identify which ideas are most promising this week?”
  - AI can suggest:
    - Which ideas to score first
    - Which ideas to share
    - Which ideas connect to your current goals or projects

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📊 **Tracking & Insights**
- Progress dashboard:
 - “You’ve entered 220 ideas so far this year.”
 - “Most common themes: creativity, collaboration, tech.”
 - “Top scoring idea this month: [Idea Name].”
- Optional: tag ideas as personal, social, or business
- Filter by:
 - Shared vs unshared
 - Scored vs unscored
 - Themes or tags

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💌 **Optional Feature: Idea Archive**
- A gentle place for ideas that didn’t make the cut.
- Can be reactivated later if interest resurfaces.
- Bonus: show resurfaced ideas at random for serendipity (“Today’s wild card idea”).

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🎯 **Primary Goals of the Idea Matrix**
- Encourage consistent ideation without pressure.
- Help users identify high-potential ideas over time.
- Turn ideas into action or meaningful connection.
- Spark collaboration and network effects.

Please ask any questions you need me to answer