FRED ITPM Daily Brief

Routine Success Criteria

Backlog Burn-Down

42.9%

45 of 105 stories done

↑ +2 done vs last week

Piggy Tier Done

77.5%

31 of 40 core stories complete

→ no change vs last week

Pages Migrated

77%

tab2 Education is the last big un-migrated surface; ~10 non-settings pages remain (incl. Ask FRED)

→ no change vs last week

Prod Readiness

84

Score out of 100

↑ +1 vs last week

Days Since Blocker

40

No active production blockers

↑ +7 vs last week

Launch Readiness

70.3%

Composite estimate

↑ +0.3 vs last week

Today's Priorities

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#1

FRED-208 — Rebuild the tab2 Education tab into premium strategy decks

FRED-204 shipped and you closed it out, so here's a fresh single story — and this one is the last genuinely un-built item in READY. Replace tab2's old education section with the FRED-207 premium style: a hero (“Make your money last.”) over a height-filling 2×2 grid of strategy cards (Yield-Based Income, Dynamic Guardrails, Annuity, SBLOC) that each open a fullscreen blue-gradient deck of 5 swipeable slides (What / How / Why / Do it safely / Playbook), ending in a “Stress-test this strategy” CTA that jumps to the simulator. I ground-truthed the state this morning:
• The education section still renders the old edu-card-grid (retirement-planning.component.html:123) with the old strategyData/openStrategy bottom-sheets — no strategy-deck component exists yet.
• The story's prerequisites are already in place: the FRED-207 simulator refactor shipped (the monte-carlo-flow modal exists to mirror), and the shared Yield-Based Income rename (A/C-8) already landed in the simulator.
Tier 1 — the full 12-point acceptance criteria are already in the backlog, and the visual design is pre-approved (copy ITPM/agent-memory/FRED-208-prototype.html verbatim), so there's no mockup decision to make — just pick a build approach below.

Hard

Why I Picked This

Operating in Tier 1 — FRED-208 has a complete 12-point acceptance-criteria block plus an approved interactive prototype, so it's build-ready with no proposal step. I picked it because it is the only genuinely un-built story left in READY, and I found that out the hard way this morning: a large batch of prior work is sitting in READY already built but never checkmarked. FRED-205 (tab1 portfolio preload) shipped with a verified manifest (manifest-FRED-205.md) — the PortfolioStoreService + data-gated cover are on develop; FRED-201 (keep the cover painted through cold-start→reauth→nav) is implemented in app.component.ts (hideCoversWhenReady() waits for the routed ion-content to paint before hiding); and FRED-207 (the Monte Carlo fullscreen refactor) shipped its monte-carlo-flow modal + scenario/inverse-solver service work. All three sit uncheckmarked, alongside the long-standing FRED-189 and FRED-195. So the bounded READY wins are gone: 189/195/201/205/207 are all shipped (data-hygiene, see Question 2), FRED-187 is inside its skip window (through ~07-07), FRED-191 (load-perf) needs a real-device Capacitor baseline the sandbox can't run, and LPFRED-184 is landing-page marketing (explicitly not the current priority). That leaves FRED-208 — in READY, on priority #1 (UI overhaul), de-risked by an approved prototype and by an existing sibling component (monte-carlo-flow) to mirror. Difficulty is Hard, but readiness (84) is well past the >75 line where the routine allows Hard work, and the prototype + shipped prerequisite make it far more completable than a from-scratch overhaul.

Strategic Alignment

This is a direct hit on current priority #1 — “Complete the UI overhaul on all remaining pages.” tab2's Education tab is the last big un-migrated surface, still on the old card/bottom-sheet pattern while the simulator beside it already went premium. FRED-208 closes the loop the vision keeps pointing at: every withdrawal strategy a user can learn becomes one they can stress-test (the deck's “Stress-test this strategy” CTA jumps straight into the FRED-207 simulator, and the shared Yield-Based Income rename ties the two surfaces together). It advances retention and trust — a calm, premium education flow is the kind of “someone knowledgeable quietly handing you a clear plan” experience FRED is built to feel like.

Production Readiness Impact

Migrates a major remaining surface to the premium design system, removes a chunk of legacy markup/TS (old edu-card-grid, strategyData, openStrategy/closeStrategy), and lifts Pages Migrated once confirmed on-device (est. Readiness 84 → 85 on ship; held at 84 for this planning brief since no code shipped). It's frontend-only (a new strategy-deck component + the education section of retirement-planning, plus a copy sweep in MonteCarloService/info-sheet for the rename) — no backend, schema, or auth. Risk is contained by the approved prototype (copy verbatim) and by reusing the proven FRED-207 fade/modal patterns; ng build + targeted specs verify in-sandbox, and the live 390×844 / 402×874 render confirmation comes to you via “Looks Good.”

Implementation Options

Note: this is a UI overhaul, but the visual direction is already decided — the approved prototype (ITPM/agent-memory/FRED-208-prototype.html) is the design source of truth and A/C-6 requires copying its layout + copy verbatim. So instead of three mockup directions, the options below are about how to structure the build.

Option A Recommended

New standalone strategy-deck modal, mirroring the shipped monte-carlo-flow

Create components/strategy-deck/strategy-deck.component.{ts,html,scss} as a fullscreen ModalController takeover on the blue-gradient sub-theme, reusing the proven FRED-207 wrapper fade (keyframes driving opacity AND transform). Rebuild the education section of retirement-planning to the prototype's hero + height-filling 2×2 grid; each card opens its deck with the STRATEGIES data copied verbatim from the prototype. Remove the old edu-card-grid markup and the strategyData/openStrategy/closeStrategy TS. Sweep any remaining user-facing “Traditional 4%” strings to Yield-Based Income and update the mc-info-sheet methodology line + targeted specs.

Pros: clean separation of concerns; mirrors the existing monte-carlo-flow sibling one-for-one (proven pattern, easy to review); keeps the already-large retirement-planning component from growing further; deck is independently testable. Cons: a new component file set to wire up (routing of the “Stress-test” cross-link back into the simulator needs care). Risk: Low–Medium — bounded by the approved prototype and an existing sibling to copy; frontend-only. Estimate: ~4–6 hrs

Option B

Inline the deck inside retirement-planning (no separate component)

Build the hero, grid, and the 5-slide deck markup + logic directly inside the existing retirement-planning component, presenting the deck as an in-page overlay rather than a routed modal.

Pros: fewer files; no new component wiring. Cons: bloats an already-large component with two distinct flows; diverges from the monte-carlo-flow sibling pattern (A/C-4 calls for a ModalController takeover); harder to unit-test; more merge surface. Risk: Medium — the in-page overlay is less faithful to A/C-2/A/C-4's “true fullscreen takeover incl. tab bar + safe areas.” Estimate: ~4–5 hrs

Option C

Extend the existing monte-carlo-flow to also render education decks

Add an “education” mode to the just-shipped monte-carlo-flow modal so one component serves both the simulator flow and the strategy decks.

Pros: a single modal component for both blue-gradient flows. Cons: over-couples two genuinely different flows; every education change now risks regressing the freshly-shipped FRED-207 simulator; the component becomes a mode-switching hydra. Risk: Medium–High — highest blast radius; touches shipped code that's awaiting your on-device sign-off. Estimate: ~5–7 hrs

Triage Findings

FRED-208 — Refactor education tab into premium strategy decks

In Scope

New strategy-deck fullscreen modal component (blue-gradient sub-theme, FRED-207 fade), 5 swipeable slides per strategy with dots + X + “Swipe to explore” hint, copy verbatim from the approved prototype's STRATEGIES data.
Rebuild the education section of retirement-planning: hero (“Make your money last.”) + height-filling 2×2 card grid (Yield-Based Income, Dynamic Guardrails, Annuity, SBLOC); each card opens its deck.
“Stress-test this strategy” CTA on the playbook slide dismisses the deck and switches tab2 to the simulator section; “Done” returns to the education landing.
Finish the copy sweep for the shared rename: no user-facing “Traditional 4%” strings remain (flow showdown, both assumption sheets, hints); mc-info-sheet methodology line references Yield-Based Income.
Remove legacy education markup + TS (edu-card-grid, edu-sheet, strategyData, openStrategy/closeStrategy); prune unused SCSS from touched blocks. Education stays ungated for ALL tiers (no blur/lock).

Potentially Out of Scope

Any further change to the FRED-207 simulator flow itself beyond the Yield-Based Income rename sweep (A/C-8–10) — the simulator is already shipped and awaiting your on-device sign-off.
FRED-182 (Monte Carlo piggy-bank visual states) — a separate follow-on that could layer onto the results verdicts later.
Changing the strategy math / survival model (the Yield-Based Income rename is display-only; the numbers are unchanged).
Any backend, schema, or auth change.

UX Considerations

Height-filling grid — the 2×2 grid stretches to fill remaining content height (flex column + grid-template-rows: 1fr 1fr), no dead whitespace at 390×844 and 402×874; cards shrink gracefully on shorter viewports without overflow.
Deck navigation — swipe works, dots sync to scroll position, tap-right advances / tap-left-edge goes back (button taps excluded), X always dismisses; tall slides scroll vertically without breaking horizontal snapping; prefers-reduced-motion degrades fades/snaps.
History compatibility — previously-saved simulator history entries with the old strategy key never crash the landing or re-run (mapped or silently discarded via the versioned-schema tolerance).
No leaks — both CTAs clean up scroll listeners/timers; dismissal mid-swipe is safe; double-present guarded.
Device confirmation — the live 390×844 / 402×874 render (grid fill, swipe feel, fade fidelity, cross-link) comes to you via “Looks Good” (A/C-12).

Questions For Andrew

1. The design is locked to the approved prototype (ITPM/agent-memory/FRED-208-prototype.html) — copy its layout and slide copy verbatim, with no new visual direction?

Optional

2. Data hygiene: FRED-201, FRED-205, and FRED-207 are all built on develop but still sit uncheckmarked in READY (FRED-205 even shipped with a verified manifest), alongside FRED-189 and FRED-195. Want me to have the execute agent close them out (triage --done) alongside this build — with the ones needing a live check handed to you for “Looks Good” — so burndown stops understating what's actually shipped?

Required

3. Build approach — a new standalone strategy-deck component mirroring the shipped monte-carlo-flow (Option A), rather than inlining it or extending the simulator modal?

Optional

Suggested Execution Order

1

Study the prototype + the shipped sibling — Read FRED-208-prototype.html (hero, 2×2 grid, the STRATEGIES slide copy) and the shipped monte-carlo-flow component to reuse its ModalController takeover + fade pattern verbatim (A/C-4).

2

Build the strategy-deck component — Fullscreen modal, 5 scroll-snap slides per strategy, dots synced to scroll, tap-advance / X / “Swipe to explore” hint, prefers-reduced-motion degradation. Copy the four strategies' slide content verbatim (A/C-3–6).

3

Rebuild the education landing + cross-link — Replace edu-card-grid with the hero + height-filling 2×2 grid in retirement-planning; each card opens its deck; wire the playbook “Stress-test this strategy” CTA to dismiss and switch to the simulator section (A/C-1–3, A/C-7).

4

Finish the rename sweep + remove legacy — Grep-gate out any remaining user-facing “Traditional 4%” strings, update the mc-info-sheet methodology line, confirm history compatibility for old strategy keys, and delete the old strategyData/openStrategy/closeStrategy + edu-sheet markup/SCSS (A/C-8–11).

5

Verify — npx tsc --noEmit exit 0 + ng build --configuration=ci succeeds; updated monte-carlo.service.spec.ts green via targeted ng test --include; verifier confirms A/C statically. The live 390×844 / 402×874 render (grid fill, swipe, fade, cross-link) goes to Andrew's “Looks Good” (A/C-12).

Tomorrow's Likely Pick

Data-hygiene close-out — checkmark the shipped-but-uncheckmarked FRED-205, FRED-201, FRED-207 (plus the long-standing FRED-189, FRED-195) via triage --done, handing the ones that still want a live check to you for “Looks Good” — so READY reflects what's genuinely left and burndown stops understating.
FRED-182 — the natural follow-on to the Monte Carlo work: 3 piggy-bank visual states (mint / cracked / exploded) layered onto the simulator results verdicts, reusing the freshly-built showdown surface.
Still parked — FRED-191 (load-perf) needs real-device profiling the sandbox can't run; FRED-187 (Plaid spike), FRED-109 (onboarding reframe), and FRED-167 (Ask FRED redesign) are in their 7-day skip windows (187/109 clear ~07-07, 167 ~07-09); LPFRED-184 is landing-page marketing (not current priority).

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