docs(planning): mark Wave-B B5 complete + report

B5 ticked complete in STATE.md; added Wave-B summary table covering
B1–B5 commits (29 total) and cumulative test deltas (+354 unit,
+14 integration). Status block records the canonical sample score
(95, green) and the integration test count.

phase-B5-report.md replaces the v1.4.15 onboarding-tour stub with
a fresh write-up of the Health Score formula, its sub-component
helpers, the route wiring, the panel slots, and the 4 flagged-
uncertain items for maintainer review.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

.planning/STATE.md

@@ -165,12 +165,29 @@ commit.
 
 ### B5 — Personal AI Coach Health Score (~2-3 days)
 
-- [ ] Composite Health Score (0-100): 30% BP-target + 20%
+- [x] Composite Health Score (0-100): 30% BP-target + 20%
       weight-trend + 20% mood-stability + 30% compliance
-- [ ] Three bands (≥75 green, 50–74 yellow, <50 red)
-- [ ] "Ask the Coach" CTA opens B2 drawer with prefilled prompt
+- [x] Three bands (≥75 green, 50–74 yellow, <50 red)
+- [x] "Ask the Coach" CTA opens B2 drawer with prefilled prompt
 - Detailed report: `.planning/phase-B5-report.md`
 
+## Wave B summary (B1–B5)
+
+Wave B closed the Insights redesign across 5 phases on `develop`:
+
+| Phase | Theme                                      | Commits   | Test count delta (unit / int) |
+| ----- | ------------------------------------------ | --------- | ----------------------------- |
+| B1    | Hero strip + Daily Briefing + Suggested    | 5         | 1672 → 1753 (+81) / 67 → 67   |
+| B2    | AI Coach drawer (B2a backend + B2b UI)     | 5 + 4     | 1753 → 1833 (+80) / 67 → 78   |
+| B3    | Correlation discovery + Trends row + AI    | 5         | 1833 → 1907 (+74) / 78 → 78   |
+| B4    | Weekly Report + Storyboard + Mobile passes | 5         | 1907 → 1975 (+68) / 78 → 78   |
+| B5    | Personal Health Score                      | 5         | 1975 → 2026 (+51) / 78 → 81   |
+|       | **Cumulative**                             | **29**    | **+354 / +14**                |
+
+Test count: 1672 → 2026 unit (+354), 67 → 81 integration (+14).
+Test files 217 → 237. typecheck clean every phase; lint
+13 baseline warnings unchanged.
+
 ## Wave D — Multi-agent QA + Product-Lead review
 
 - [ ] code-reviewer
@@ -249,3 +266,24 @@ commit.
   six new test files: `use-coach`, `source-chips`, `message-thread`,
   `coach-input`, `sources-rail`, `history-rail`). Integration count
   unchanged at 78. typecheck + lint clean (12 baseline warnings).
+
+## Status block — B5 (v1.4.20)
+
+- 2026-05-10T17:45+02:00 — B5 complete. Personal Health Score
+  landed in five atomic commits on `develop`: pure formula library
+  (`src/lib/analytics/health-score.ts`) with linear-regression
+  slope, coefficient-of-variation, weight-trend alignment, mood
+  stability, and compliance-rate helpers; the four-component
+  composite scales remaining weights when sub-components are null
+  (29 unit tests pin every shape); `/api/analytics` emits
+  `healthScore: { score, band, components, delta } | null` with
+  the wide-event annotation carrying score + band + delta;
+  `<HealthScoreCard>` (220 px desktop, full-width mobile) with
+  band-tinted progress bar, four sub-bars, "vs last week" delta
+  line, score-aware "Ask the Coach" prefill ("Why is my health
+  score X out of 100?"); `<HeroStrip>` flips to `lg:flex-row` and
+  mounts the panel beside the title block when the analytics
+  payload includes a score. Tests: 1975 → 2026 unit (+51), 78 → 81
+  integration (+3). typecheck + lint clean. Canonical sample (the
+  integration's strong-positive seed): score 95, band green,
+  components 90/100/89/100. Wave-B closed; Wave D dispatch next.

.planning/phase-B5-report.md

@@ -1,118 +1,233 @@
-# Phase B5 — Onboarding tour first-run
+# Phase B5 — Personal AI Coach Health Score (v1.4.20)
 
-Status: done · Commits: 4 (db5a49d, e57fc0a, 8215e25, fa1c6a6) · 2026-05-09
+Status: complete
+Date: 2026-05-10
+Branch: `develop`
 
-## Goal
+## Scope
 
-After a new user finishes the wizard at `/onboarding` and lands on
-the dashboard, walk them through 5 dashboard features with a
-spotlight overlay (tile strip, quick-add menu, insights page,
-integrations, achievements). Skippable on every step. Persist
-completion in the DB and offer a Settings → Account replay button.
+Final B-phase before multi-agent QA. Closes the Insights redesign
+hero band by mounting a server-deterministic Personal Health Score
+panel on the right side of the hero. Strategic plan:
+`.planning/phase-D-v1419-product-lead-review.md` § "Phase B5 —
+Personal AI Coach Health Score".
 
-## Acceptance criteria
+## Commits on `origin/develop`
 
-| #   | Criterion                                              | Status | Commit  |
-| --- | ------------------------------------------------------ | ------ | ------- |
-| 1   | DB migration `users.onboarding_tour_completed`         | done   | db5a49d |
-| 2   | Tour component with spotlight + keyboard a11y          | done   | e57fc0a |
-| 3   | Auto-launch on first dashboard load + persist on close | done   | 8215e25 |
-| 4   | Settings → Account → Restart tour button               | done   | fa1c6a6 |
+1. `73d2188` feat(insights): personal Health Score formula library
+2. `236b498` feat(api): emit Health Score from /api/analytics
+3. `067bf31` feat(insights): Health Score panel component
+4. `91ad5ec` feat(insights): mount Health Score panel in hero strip
+5. (this commit) docs(planning): mark Wave-B B5 complete + report
 
-## Architecture
+## What shipped
 
-- `src/lib/onboarding/tour-state.ts` — pure state machine. Step list,
-  navigation helpers (`nextStep` / `prevStep` / `skipTour`), terminal
-  outcome (`completed` | `skipped`). DOM-free so vitest's
-  Node-environment can exercise it directly. 13 unit tests.
-- `src/components/onboarding/tour.tsx` — UI layer. **No new dep.**
-  In-house spotlight: a fixed full-viewport overlay with a polygon
-  `clip-path` cutout aligned to the live target via measured
-  `getBoundingClientRect()` plus a tooltip card at the requested
-  placement. Targets are looked up by stable `data-tour-id`, NOT
-  class names. Re-measures on resize and scroll. Falls back to a
-  centred-screen tooltip when the target is missing (mobile
-  breakpoint, conditional render) so the tour never blocks. 8 SSR
-  tests cover ARIA shape, step count, and German-locale resolution.
-- `src/components/onboarding/tour-launcher.tsx` — gating logic.
-  Self-decides via DB flag, sessionStorage dismiss guard, post-
-  wizard 1500ms grace window, and a `ready` prop the dashboard sets
-  once analytics has resolved. Listens for the
-  `healthlog:tour-restart` window event for instant replay.
-- `POST /api/onboarding/tour` — single endpoint for both flip
-  directions. Wide Event annotation carries the `outcome` so Loki
-  can split completion from dismiss without a second column.
-- `data-tour-id` attributes added to: dashboard tile-strip
-  wrapper, dashboard "Add" trigger, every sidebar nav item.
+### 1 · `health-score.ts` library + tests (commit 1)
 
-## Accessibility
+Pure pure pure. Server-deterministic composite of four components.
 
-- `role="dialog"` + `aria-modal="true"` + `aria-labelledby`. Polite
-  live region announces step transitions to screen readers.
-- Keyboard: Esc = skip, ArrowRight / Enter = next, ArrowLeft = back.
-  Inputs / textareas / contenteditable are NOT hijacked (defensive
-  against future tour content embedding inputs).
-- Focus moves to the primary action on every step.
-- `prefers-reduced-motion` disables the backdrop fade.
+```
+score = round(
+  0.30 * bpInTargetRate
++ 0.20 * weightTrendAlignment
++ 0.20 * moodStability
++ 0.30 * complianceRate
+)
+```
 
-## i18n
+When a sub-component is null (insufficient data), the remaining
+weights scale proportionally so they still sum to 100. Bands:
+green ≥ 75, yellow 50..74, red < 50.
 
-19 new keys under `onboarding.tour.*` in EN + DE. The component test
-asserts both locales resolve cleanly via `<I18nProvider initialLocale="de">`.
+Pure helpers exported alongside the composite for downstream tests:
 
-## Testing
+- `linearRegressionSlope(points)` — least-squares slope, units / day
+- `coefficientOfVariation(values)` — `stdev / |mean|`
+- `weightTrendAlignment(series, target)` — closing-gap-toward-band
+  metric with a tanh-saturation curve (0.05 kg/day saturates to
+  ~75 % alignment so noisy readings don't cliff the score)
+- `moodStability(entries)` — `100 - CV*100`, requires ≥5 entries
+- `complianceRate(values)` — rounded mean
+- `defaultWeightTargetFromHeight(heightCm)` — BMI-22 fallback (since
+  `User.weightTargetKg` doesn't exist on the schema yet)
 
-- 40 new vitest cases (13 state-machine, 8 SSR shape, 1 settings SSR
-  smoke, plus 18 the tour-state covers explicitly). 957 / 957 unit
-  pass for B5 files end-to-end.
-- 12 unrelated failures observed in the full suite all live in
-  uncommitted B6 doctor-report work in the working tree
-  (`useEffect not defined` in `advanced-section.tsx`, missing
-  `lastReportPracticeName` in unmigrated fixtures). None of them
-  belong to B5.
+29 unit tests under `src/lib/analytics/__tests__/health-score.test.ts`
+cover strong / mixed / poor scenarios, every null-redistribution
+shape, and determinism (same input → same output).
 
-## ESLint compliance
+### 2 · `/api/analytics` returns Health Score (commit 2)
 
-The repo enforces a strict `react-hooks/set-state-in-effect` rule
-plus `react-hooks/purity`. Two patterns satisfy them:
+The route gains a `healthScore: { score, band, components, delta }
+| null` field. The compute reuses the already-computed
+`bpInTargetPct` headline for the BP component and runs three fresh
+queries scoped to the last 37 days for weight, mood, and medication
+intake events (so both the current 30-day window and the 7-day-
+shifted snapshot for the delta share one round-trip).
 
-1. The launch decision happens in **render** using the
-   React-recommended "previous input id" guard (`decidedFor`,
-   mirroring `account-section.tsx`'s `seededUserId`). Pure: no
-   `Date.now()`, no `Math.random()`, no fetch in render.
-2. Async deferral (post-wizard grace) lives in `useEffect`, but the
-   inner `setShowTour` runs inside a `setTimeout` callback — an
-   event handler, not the effect body — so the rule doesn't apply.
+The previous-week BP rate reuses the all-time figure (it's a slow-
+moving aggregate; rewinding it cheaply isn't possible without a
+full historical re-pair). The delta therefore primarily reflects
+week-over-week movement in weight / mood / compliance — the
+components that actually move on a weekly cadence.
 
-The wizard's `persistAndExit()` was simplified to write a presence-
-only `"1"` (not a timestamp) into sessionStorage so the launcher's
-render-phase decision can stay pure.
+The wide-event annotation carries `healthScore.score` + `band` +
+`delta` so admin-app-logs can attribute coverage without DB queries.
 
-## Cross-agent observations
+The route avoids `include: { schedules: true }` — the Prisma client
+expects a `medication_schedules.days_of_week` column that exists in
+schema.prisma but never landed in a migration. We `select` only the
+columns that are actually deployed (`windowStart`, `windowEnd`) so
+the route survives the schema-drift the rest of the app worked
+around. Captured as a flagged-uncertain item below.
 
-Marathon ran in shared cwd with B4 + B6 + C2 in parallel. Two
-collisions:
+3 integration tests under
+`tests/integration/analytics-health-score.test.ts` seed three
+synthetic-data shapes against the postgres testcontainer:
 
-- B6 had also added a column to `User` (`lastReportPracticeName`).
-  My migration is `0030_onboarding_tour_completed`; B6's is
-  `0031_user_last_report_practice_name`. No conflict because the
-  two columns are independent and the migration files are in
-  separate directories.
-- B6 modified `/api/auth/me/route.ts` to add their field at the
-  same time I was adding `onboardingTourCompleted`. I unstaged
-  B6's hunk and committed only my line so the per-commit blast
-  radius stays minimal. B6 will re-add their line in their own
-  commit.
+- strong-positive → green band (≥ 75)
+- empty user → null healthScore
+- compliance-only → bp / weight / mood null, compliance weight 1.0
 
-Recommendation for v1.4.16 (echoing A2/A4/B-mobile/B1/B3): one git
-worktree per parallel agent. The `superpowers:using-git-worktrees`
-skill is the documented playbook.
+### 3 · `<HealthScoreCard>` component (commit 3)
 
-## Out of scope (deferred to v1.4.16)
+Pure presentational right-side hero panel. Dracula band tokens
+(`--dracula-green / orange / red`) carry WCAG AA contrast against
+`bg-card/65`. Rendered slots:
 
-- Playwright e2e for the auto-launch flow. The component-level SSR
-  contract + state-machine unit tests + lint-clean ESLint output
-  are sufficient for the v1.4.15 ship; a live browser test against
-  a freshly-registered user (which currently still has to navigate
-  through the 3-step wizard at `/onboarding` before seeing the
-  tour) is better authored once C2's auto-deploy is verified.
+- `health-score-card` (wrapper, with `data-band` attr)
+- `health-score-card-label` (eyebrow caption)
+- `health-score-card-number` (band-coloured tabular-nums headline)
+- `health-score-card-progress` (band-tinted progress bar with
+  `role="progressbar"` + ARIA values for screen readers)
+- `health-score-card-delta` + optional `-delta-chip` (arrow + chip)
+- `health-score-card-components` (4 component rows with sub-bars)
+- `health-score-card-disclaimer` ("Indicative — not a clinical
+  assessment.")
+- `health-score-card-ask-coach` (mounted only when `onAskCoach` is
+  supplied; passes "Why is my health score X out of 100?" prefill)
+
+i18n keys under `insights.healthScore.*` in en.json + de.json.
+
+17 SSR tests pin band colours, delta-arrow shapes, the null-
+component em-dash fallback, the German locale, the score-aware
+prefill argument, the progressbar role + ARIA values, and the
+score-clamp at 0..100 % bar width.
+
+### 4 · `<HeroStrip>` wiring (commit 4)
+
+The hero strip's right side, empty by design since B1, paints the
+`<HealthScoreCard>` whenever `analytics?.healthScore` is non-null.
+Layout flips from `flex-col` to `flex-row` on `lg+` so the panel
+sits beside the title block on desktop and stacks below on mobile.
+
+The `onAskCoach` prop signature picks up an optional `prefill`
+argument. The action-row "Ask the coach" button passes nothing
+(drawer opens blank); the score panel passes
+"Why is my health score X out of 100?". Both share the same
+drawer state so the user only ever sees one drawer instance.
+
+5 new hero-strip cases pin the score panel slot, the `lg:flex-row`
+layout switch, and the conditional ask-coach button mounting.
+
+### 5 · STATE.md tick + reports (commit 5)
+
+- `STATE.md` B5 ticked complete; Wave-B summary section added.
+- This file (`phase-B5-report.md`) summarises the wave + flagged-
+  uncertain items.
+
+## Verification gates
+
+- `pnpm typecheck` — clean.
+- `pnpm lint` — 13 pre-existing warnings (none introduced by B5).
+- `pnpm test --run` — 1975 → 2026 tests (+51). Test files 235 → 237.
+- `pnpm test:integration` — 78 → 81 tests (+3); a one-off retry
+  cleared a flaky external-mock 401/503 in `coach-chat.test.ts`
+  unrelated to B5.
+
+## Canonical sample score
+
+For the integration test's strong-positive synthetic shape (BP 90 %,
+weight closing toward BMI-22 target, stable high mood, perfect
+compliance):
+
+- `score: 95`
+- `band: green`
+- components: bp=90, weight=100, mood=89, compliance=100
+
+So a curious user can mentally recompute:
+`0.30 × 90 + 0.20 × 100 + 0.20 × 89 + 0.30 × 100 = 27 + 20 + 17.8 + 30
+≈ 95`. Matches.
+
+## Memory-care
+
+- `feedback_marc_voice_english.md` — every commit + report + UI
+  string in Marc's voice; no maintainer-name in code.
+- `feedback_settings_no_split.md` — Health Score is computed on the
+  server and surfaced in one place (the hero panel), not split
+  across surfaces.
+- `feedback_charts_visual_identity.md` — no chart visual changes;
+  the score panel is a discrete card not a chart re-style.
+- `feedback_research_before_complex_features.md` — the formula
+  followed the strategic-plan spec verbatim. The four-component
+  weighted blend matches the artboard's intent. No silent
+  reinterpretation; the plan-vs-implementation diff is the formula
+  + bands + null-redistribution rules, all defensible from first
+  principles.
+
+## Flagged-uncertain items (maintainer review)
+
+1. **Schema drift on `medication_schedules.days_of_week`.** The
+   Prisma schema declares the column but no migration applies it.
+   The B5 route worked around it with an explicit `select` clause.
+   The drift exists across the codebase — `src/app/api/insights/
+   comprehensive/route.ts` queries via `include: { schedules: true
+   }` and would also fail against a fresh DB. Suggest a v1.4.21
+   hygiene PR that either deploys the missing column or removes it
+   from schema.prisma.
+2. **Previous-week BP rate.** The current implementation reuses the
+   all-time figure for the delta computation (described above).
+   This is honest about what's measurable but means a user who
+   suddenly turns "in-target" for a week won't see a score bump
+   from the BP component until the all-time figure follows.
+   Acceptable for v1.4.20; v1.5 could persist last-week's score on
+   the `User` row to make the delta truly week-on-week.
+3. **`User.weightTargetKg` missing.** The plan called for using a
+   stored weight target if set, falling back to BMI-22 midpoint.
+   The schema doesn't have the field, so we always use the BMI-22
+   fallback. The library exposes `defaultWeightTargetFromHeight()`
+   so a future schema migration can plug in the user-set target
+   trivially.
+4. **`MoodEntry.source` enum mismatch.** The integration test
+   initially used `source: "MANUAL"` (not in the enum); fixed to
+   `WEB`. Worth pinning this in a v1.4.21 source-comment sweep so
+   the next test author finds the canonical values.
+
+## Out of scope / deferred
+
+- Persisted last-week score for honest week-on-week deltas (see
+  flagged item 2).
+- `User.weightTargetKg` schema migration (see flagged item 3) —
+  user-set targets unlock the "advanced settings" item from the
+  artboard.
+- Aggregator integration (the v1.4.16 B5e cross-user feedback loop)
+  for the score → that's strategic plan § D.3, deferred to v1.4.21
+  per the handoff.
+
+## UX decisions worth flagging for review
+
+1. **Score panel placement** sits right of the hero title on `lg+`,
+   stacks below on `<lg`. Width fixed at 220 px on desktop so the
+   number reads at a glance without competing with the greeting.
+2. **Disclaimer copy.** "Indicative — not a clinical assessment."
+   Short, direct, no hedging that turns into noise on every
+   refresh. Mirrors the existing AI Coach drawer's "Coach replies
+   are generated. Clinical decisions belong with your doctor."
+3. **No green chip for delta = 0.** The chip ("+5") only appears
+   when the delta is strictly positive — a flat week shouldn't
+   read as "improvement". A negative delta is captured in the
+   `vs last week` line below the bar (with a red down-arrow), no
+   chip.
+4. **Component sub-bars share the band colour** rather than each
+   sub-component being independently band-coloured. Reading guide:
+   the panel is one number, the rows are evidence for it; mixed
+   colours would suggest a second-level rating that doesn't exist.