Growth Loop â€” Product Documentation¶

The execution engine that turns your goals into daily actions and consistent progress.

Version 5.0 Â· Last updated June 26 2026 Route: /growth-loop Â· Page: GrowthLoopPage.tsx (export: DailyGrowthPage) Gate: Discovery completed + Explorer paid plan Nav section: Master (Explorer plan users only)

1. What Is the Growth Loop?¶

Growth Loop is where plans become behaviour.

The Personality Test tells you who you are. Career Path helps you plan where you want to go. Growth Loop is how you actually get there â€” daily check-ins, goal tracking, and a cross-pillar 90-day plan built from your real data.

2. How It Fits the Journey¶

Discovery â†’ Explore (Mind & Body Â· Money Plan Â· Career Path) â†’ Growth Loop
 (Who)       (Foundation)                                      (Execution)

Source page	What it contributes to Growth Loop
Career Path	90-day sprint goals â†’ pushed to Goals tab on commit
Financial Plan	`financialPlan.goals` â†’ read-only legacy sync
Wellness Profile	`wellnessProfile.goals` â†’ read-only legacy sync
AI 90-Day Plan	Generated from Health + Financial + Career data â†’ goals in Goals tab

3. The Three Tabs¶

#	Tab key	Label	Icon	Purpose
1	`dashboard`	Today	BarChart3	Daily Stack check-in, streak, life score, daily insight
2	`goals`	Goals	Target	All goals across 4 pillars â€” add, track, cycle status
3	`myplan`	My Plan	Map	View, build, and rebuild the AI-generated 90-day master plan

Tab 1: Today (Daily Dashboard)¶

Purpose. A fast daily check-in â€” see your state, check off one action per pillar, keep the streak alive.

Daily Stack¶

One card per active pillar (health / career / finances / people)
Each card shows the first goal in that pillar
Tap to check off â†’ saves to growthLoop.dailyCheckins[date][pillar]
Streak increments when â‰¥3 pillars checked on consecutive days

Element	Description
ðŸ”¥ Streak badge	Current consecutive-day streak count
Checked count	`X/4` pillars done today
Progress bar	Visual completion of today's stack
Completion celebration	Appears when all pillars checked
Daily Archetype Insight	Archetype-specific tip rotating by day-of-year. Uses `dailyInsights.json` via `useTranslatedData` â€” full i18n (EN/MS/TA/ZH)
Life Score section	Computed stats: total goals, done, in-progress, overdue tasks, due-soon tasks, goals with focus/reflection this week
Weekly check-in hint	Nudge to keep Today tab lightweight and use Goals tab for detailed status updates

On Sundays, if no pulse has been submitted for the current ISO week, a modal appears automatically with 4 sliders (0â€“10): - Health Â· Career Â· Finances Â· People

Saved to growthLoop.weeklyPulse[weekKey]. Tracks life balance trends over time.

Day-of-week nudges¶

Monday â†’ amber motivational nudge
Thursday/Friday â†’ violet end-of-week nudge
Saturday/Sunday â†’ emerald weekend nudge

Tab 2: Goals¶

Purpose. Keep all 4-pillar goals visible and moving. Single source of truth for what you're working on.

Goal Data Sources (priority order)¶

Source	Written to	Editable from here
Manual add	`growthLoop.goals[]` (`source: 'manual'`)	âœ… Delete allowed
AI 90-Day Plan	`growthLoop.goals[]` (`source: 'masterPlan'`)	âœ… Delete allowed
Career Path commit	`growthLoop.goals[]` (`source: 'career'`)	âŒ Manage in Career Path
Financial Plan (legacy)	`financialPlan.goals[]` (read-only)	âŒ Manage in Money Plan
Wellness Profile (legacy)	`wellnessProfile.goals[]` (read-only)	âŒ Manage in Wellness Profile
Life Design (legacy)	`lifeDesign.pillars.goals.*` (read-only)	âŒ Life Design removed June 24 2026

New goals are always written to growthLoop.goals[]. Legacy sources display for backward compatibility only.

The 4 Pillars¶

Pillar	Key	Emoji	Colour
Mind & Body	`health`	ðŸ’ª	Emerald
Career & Skills	`career`	ðŸš€	Blue
Financial Freedom	`finances`	ðŸ’°	Amber
My People	`people`	ðŸ¤	Rose

Goal card¶

Title (strikethrough when done)
Status badge â€” tap to cycle: Not started â†’ In progress â†’ Done âœ“
Pillar colour badge + emoji
Target date (if set)
ðŸ—‘ Delete button (new/masterPlan goals only)

Pillar filter tabs¶

All / Health / Career / Finance / People â€” each shows a count badge.

Overall progress bar¶

done/total goals with percentage.

Add goal inline¶

Title input + pillar chip selector
Enter to submit, Escape to cancel
Written to growthLoop.goals[] as source: 'manual'

Empty state quick-start links¶

When no goals exist, shows: - Career Path â†’ run analysis â†’ career goals appear here - Financial Plan â†’ set goals â†’ finance goals sync here - Wellness Profile â†’ health goals â†’ health goals sync here

Tab 3: My Plan (90-Day Master Plan)¶

Purpose. View and manage the AI-generated 90-day plan built from your Health + Financial + Career data.

What it shows¶

Plan header: generation date + total goal count
Per-pillar goal cards showing: title Â· why explanation Â· Week 1: action Â· live status badge
"Rebuild plan" button (top-right when plan exists)
Empty state with "Build My 90-Day Plan" CTA

Availability¶

Shows "Your 90-Day Plan is ready to build âœ¨" banner (above tab bar) when: - hasAllSources = wellnessProfile OR financialPlan is present on user doc - masterPlan does not yet exist

4. AI 90-Day Plan¶

Generation flow¶

User taps "Build My Plan"
POST /api/ai/generate-growth-plan (no body â€” server reads the full profile)
4-step animated progress indicator:
Reading your Health profileâ€¦
Reading your Financial planâ€¦
Reading your Career pathâ€¦
Crafting your 90-day planâ€¦
Plan review modal: user can remove individual goals before accepting
On Accept:
Goals written to growthLoop.goals[] as SimpleGoal items (appear in Goals tab immediately)
Full plan (with why + week1Action) saved to growthLoop.masterPlan
Previous masterPlan goal IDs purged from growthLoop.goals[] before insert (no duplicates on rebuild)

Goals grouped by pillar
Each card shows: title Â· why Â· Week 1: action
ðŸ—‘ Remove a goal before accepting
"Looks good, start my plan!" â†’ saves; "Cancel" â†’ discards

Rebuild¶

"Rebuild plan" or "Refresh" â†’ same flow; previous masterPlan goals replaced.

5. Data Model¶

// growthLoop sub-document on user doc
interface GrowthLoopData {
  // Primary â€” unified goals list
  goals: SimpleGoal[];

  // AI-generated 90-day plan
  masterPlan?: { generatedAt: string; goals: MasterPlanGoal[]; };
  aiPlan?: any;                           // legacy field â€” read-only backward compat

  // Legacy kanban execution state (for goals not yet in growthLoop.goals[])
  goalKanban: Record<goalId, GoalKanbanCard>;

  // Daily Stack check-ins
  dailyCheckins: Record<dateStr, Record<pillarKey, boolean>>;
  currentStreak: number;
  lastCheckDate: string;                  // YYYY-MM-DD

  // Weekly Pulse (Sunday check-in)
  weeklyPulse: Record<weekKey, { health: number; career: number; finances: number; people: number; submittedAt: string; }>;

  // Legacy â€” preserved but no longer written
  weeklyReflections: any[];
  habits: any[];
  monthlyReviews: any[];
}

interface SimpleGoal {
  id: string;
  title: string;
  pillar: 'health' | 'career' | 'finances' | 'people';
  status: 'not-started' | 'in-progress' | 'done';
  targetDate?: string;
  source?: 'manual' | 'masterPlan' | 'career' | 'legacy';
  createdAt: string;
}

interface GoalKanbanCard {
  status: 'not-started' | 'in-progress' | 'done';
  tasks: { id?: string; title?: string; dueDate?: string; completedAt?: string; }[];
  weeklyFocus?: { focus: string; why: string; weekKey: string; };
  weeklyReflection?: { q1: string; q2: string; q3: string; alignmentScore: number; weekKey: string; savedAt: string; };
}

Effective status resolution¶

Goal in growthLoop.goals[] â†’ use goal.status
Legacy goal â†’ use goalKanban[goalId].status (default: 'not-started')

Kanban auto-sync¶

On profile load, GrowthLoopPage syncs goalKanban: - Adds missing kanban entries for all current goal IDs - Removes entries for IDs that no longer exist in any source

6. Streaks and Gamification¶

Streak. Day counts when â‰¥3 pillars checked. Saved in growthLoop.currentStreak + lastCheckDate.

Sprint XP (Career Path sprint integration): - SPRINT_TASK_COMPLETE: +25 XP per sprint task completed - Badge 90day_sprinter: first full 90-day sprint completed - Badge career_velocity: 3+ sprints across any paths - Badge path_explorer: 2+ different career paths tried

7. API¶

Method	Endpoint	Purpose
`POST`	`/api/ai/generate-growth-plan`	Generate 90-day plan (no body â€” reads full profile server-side)
`PUT`	`/api/users/me`	Save all Growth Loop state (`growthLoop.*` field)

All data writes use createUserProfile(uid, { growthLoop: { ...existing, [field]: value } }).

8. Stats (computed in Today tab)¶

Stat	Description
`totalGoals` / `doneGoals` / `inProgressGoals`	Across all sources
`totalTasks` / `doneTasks`	Task level (from goalKanban)
`overdueTasks`	Tasks with `dueDate < today`, not completed
`dueSoonTasks`	Tasks due within 7 days
`goalsWithFocusThisWeek`	Goals with `weeklyFocus.weekKey === currentWeek`
`goalsWithReflection`	Goals with `weeklyReflection.weekKey === currentWeek`
`upcoming`	Next 3 tasks by soonest due date

9. Removed Features¶

Feature	Removed	Data status
Habit Tracker tab	May 2026	`growthLoop.habits[]` preserved in DB, not displayed
Global Reflect tab	May 2026	`growthLoop.weeklyReflections[]` preserved in DB, not displayed
Global Weekly Intention	May 2026	`growthLoop.weeklyIntention` preserved if set
6-pillar system (Faith/Family/Growth)	June 24 2026	Legacy goals read-only in Goals tab
Self Mastery cross-integration	June 24 2026	`SelfMasteryPage.tsx` deleted

10. Design Principles¶

See before you act. Today is tab 1 â€” state visibility before action.
growthLoop.goals[] is the canonical source. All new goals go here regardless of origin.
AI plan, zero manual work. One call to /api/ai/generate-growth-plan produces an aligned cross-pillar 90-day plan from real data.
Four pillars, not six. Health Â· Career Â· Finances Â· People.
Streaks reward consistency, not perfection. Only 3 of 4 pillars required for a streak day.

11. Glossary¶

Term	Definition
Daily Stack	Per-pillar check-in (Today tab) â€” one checkbox per pillar showing first goal in that pillar
Master Plan	AI-generated 90-day plan in `growthLoop.masterPlan`, built from Health + Financial + Career profile data
Simple Goal	A goal in `growthLoop.goals[]` with id, title, pillar, status, targetDate, source
Weekly Pulse	Sunday modal â€” 4 sliders (health/career/finances/people) to rate weekly life balance 0â€“10
Effective Status	Goal status from `growthLoop.goals[].status` (new) or `goalKanban[id].status` (legacy)
Streak	Consecutive days with â‰¥3 pillars checked in the Daily Stack
Goal Kanban	`goalKanban` record on growthLoop â€” legacy execution state (status + tasks + weeklyFocus/Reflection per goal)

12. FAQ¶

Q: What is the difference between Goals tab and My Plan tab? Goals shows all goals (manual + AI + legacy) as a flat filterable list you update status on. My Plan shows only the AI 90-day master plan with the original why + week1Action context.

Q: How do Career Path goals appear here? When a user commits to a career plan in CareerFitLab, careerCommitment.goals[] is written. These goals sync into growthLoop.goals[] and appear as career goals in the Goals tab.

Q: What triggers the "Build My Plan" banner? hasAllSources = wellnessProfile OR financialPlan set AND no masterPlan exists yet.

Q: What happens to old habit tracker data? growthLoop.habits[] is preserved in MongoDB â€” never deleted, just not displayed.

Q: Can I delete a legacy goal from the Goals tab? No. Legacy goals (source: 'legacy') have no delete button. Manage them in their source page.

Q: How does the Daily Stack choose what to show per pillar? It uses the first goal in that pillar from the merged allGoalsFull list. One card per pillar regardless of total goal count.

Q: When does the Weekly Pulse modal appear? Automatically on Sundays if no pulse has been submitted for the current ISO week. Never appears on other days.