Documentation

The Planning system (Summary screen) is the central decision engine of LifeCycle. It answers a single question with precision: What requires attention right now, across everything you track?

Instead of requiring you to manually check each module (Ledger, Home, Vehicles, Travel, etc.), the system continuously evaluates all tracked items and determines which ones are relevant within your current time horizon.

Unified Evaluation Model

Every tracked item—regardless of its origin—is normalized into a common structure for evaluation. This includes:

• Source module (Ledger, Home, Vehicle, Travel, etc.)
• Due date or calculated next occurrence
• Days remaining (or days overdue)
• Alert eligibility (based on global or section profile)
• Validity state (valid vs. conflicting/invalid data)

This normalization allows the Planning system to compare fundamentally different types of responsibilities using a single prioritization framework.

Priority Determination

Items are sorted and surfaced based on strict priority rules:

• Invalid data (highest priority — requires correction)
• Overdue items (past due date)
• Due within 24 hours
• Due within alert window (based on profile)
• Future items (optional visibility depending on settings)

When multiple items exist at the same priority level, they are ordered by closest due date first.

Time Horizon Filtering

The system does not show everything—it shows what is relevant. Items only appear in Planning when they enter your configured alert window.

This window is controlled by your Alert Profile (Minimal, Short, Medium, Long), and can be overridden at the section level. This ensures:

• You are not overwhelmed by distant future items
• You still receive sufficient notice for upcoming responsibilities
• Different domains (e.g., Travel vs. Home) can behave differently

State Awareness

The Planning system is not static—it adapts to context:

• Travel-related items appear only when relevant (e.g., during active travel)
• Completed or snoozed items are temporarily removed or visually de-emphasized
• Autopay ledger items remain hidden until they enter the alert window

Why This Matters

The Planning system replaces manual tracking with continuous evaluation. Instead of remembering what to check, you rely on a system that is always calculating what matters next—quietly, consistently, and without noise.