docs(06-02): complete template workflow replacement plan

- Create 06-02-SUMMARY.md documenting month-picker generation workflow
- Update STATE.md: progress 100%, decisions, session info
- Update ROADMAP.md: Phase 06 marked Complete (2/2 summaries)
- Mark TMPL-03 and TMPL-06 complete in REQUIREMENTS.md
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2026-03-12 13:11:09 +01:00
parent 234a7d913a
commit 1e579db6af
4 changed files with 140 additions and 12 deletions

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@@ -56,10 +56,10 @@ Requirements for this milestone. Each maps to roadmap phases.
- [x] **TMPL-01**: User can tag a budget item as fixed, variable, or one-off when creating or editing it
- [x] **TMPL-02**: User can define a monthly budget template containing fixed items (with amounts) and variable items (category only)
- [ ] **TMPL-03**: Navigating to a month with no budget auto-generates one from the user's template (fixed items with amounts, variable items with blank amounts)
- [x] **TMPL-03**: Navigating to a month with no budget auto-generates one from the user's template (fixed items with amounts, variable items with blank amounts)
- [x] **TMPL-04**: One-off items are not carried forward to new months
- [x] **TMPL-05**: User can manage their template on a dedicated page — add, remove, reorder fixed and variable items
- [ ] **TMPL-06**: The "copy from previous month" feature is replaced by template-based generation
- [x] **TMPL-06**: The "copy from previous month" feature is replaced by template-based generation
### Quick-Add Library
@@ -142,9 +142,9 @@ Which phases cover which requirements. Updated during roadmap creation.
| TMPL-01 | Phase 5 (v1.1) | Complete |
| TMPL-02 | Phase 5 (v1.1) | Complete |
| TMPL-04 | Phase 5 (v1.1) | Complete |
| TMPL-03 | Phase 6 (v1.1) | Pending |
| TMPL-03 | Phase 6 (v1.1) | Complete |
| TMPL-05 | Phase 6 (v1.1) | Complete |
| TMPL-06 | Phase 6 (v1.1) | Pending |
| TMPL-06 | Phase 6 (v1.1) | Complete |
| QADD-01 | Phase 7 (v1.1) | Pending |
| QADD-02 | Phase 7 (v1.1) | Pending |
| QADD-03 | Phase 7 (v1.1) | Pending |