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docs(05): create phase plan

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Jean-Luc Makiola
2026-03-12 12:00:51 +01:00
parent f89d184e46
commit 31a62a247f
3 changed files with 471 additions and 6 deletions
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.planning/ROADMAP.md
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@@ -78,7 +78,7 @@ Plans:
---
### 🚧 v1.1 Usability and Templates (In Progress)
### v1.1 Usability and Templates (In Progress)
**Milestone Goal:** Replace the blunt "copy from previous month" workflow with a smart template system that understands fixed, variable, and one-off expenses. Add a quick-add library for saved one-off categories. Rethink the dashboard layout for denser, spreadsheet-like data presentation.
@@ -91,11 +91,11 @@ Plans:
2. A user's template can be created and fetched via the API — it contains fixed items (with amounts) and variable items (category only, no amount)
3. One-off items are excluded from template contents — the API never includes them in template responses
4. The template API endpoints are documented and return correct data for all three item tiers
**Plans**: TBD
**Plans:** 2 plans
Plans:
- [ ] 05-01: DB migration — add item_type column to budget_items, create templates and template_items tables
- [ ] 05-02: Go handlers — template CRUD endpoints and budget-from-template generation endpoint
- [ ] 05-01-PLAN.md — DB migration (item_tier enum, templates/template_items tables) + Go models + query functions
- [ ] 05-02-PLAN.md — HTTP handlers for template CRUD, budget generation endpoint, route wiring
#### Phase 6: Template Frontend and Workflow Replacement
**Goal**: Users can manage their template on a dedicated page, navigate to any month and get a budget auto-generated from their template, and the old "copy from previous month" flow is gone
@@ -145,7 +145,7 @@ Plans:
## Progress
**Execution Order:**
Phases execute in numeric order: 1 → 2 → 3 → 4 → 5 → 6 → 7 → 8
Phases execute in numeric order: 1 -> 2 -> 3 -> 4 -> 5 -> 6 -> 7 -> 8
| Phase | Milestone | Plans Complete | Status | Completed |
|-------|-----------|----------------|--------|-----------|
@@ -153,7 +153,7 @@ Phases execute in numeric order: 1 → 2 → 3 → 4 → 5 → 6 → 7 → 8
| 2. Layout and Brand Identity | v1.0 | 2/2 | Complete | 2026-03-12 |
| 3. Interaction Quality and Completeness | v1.0 | 4/4 | Complete | 2026-03-12 |
| 4. Chart Polish and Bug Fixes | v1.0 | 2/2 | Complete | 2026-03-12 |
| 5. Template Data Model and API | v1.1 | 0/2 | Not started | - |
| 5. Template Data Model and API | v1.1 | 0/2 | Planning | - |
| 6. Template Frontend and Workflow Replacement | v1.1 | 0/3 | Not started | - |
| 7. Quick-Add Library | v1.1 | 0/2 | Not started | - |
| 8. Layout and Density Rethink | v1.1 | 0/2 | Not started | - |