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docs(06): create phase plan for template frontend and workflow replacement

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Jean-Luc Makiola
2026-03-12 12:56:33 +01:00
parent 4a8e3a3c5c
commit 791341d0a6
3 changed files with 514 additions and 8 deletions
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.planning/ROADMAP.md
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@@ -94,8 +94,8 @@ Plans:
**Plans:** 2/2 plans complete
Plans:
- [ ] 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
- [x] 05-01-PLAN.md — DB migration (item_tier enum, templates/template_items tables) + Go models + query functions
- [x] 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
@@ -106,12 +106,11 @@ Plans:
2. The template management page lets the user add, remove, and reorder fixed and variable items without leaving the page
3. When adding a budget item (fixed or variable), the user can tag it inline as fixed, variable, or one-off
4. The "copy from previous month" button is no longer visible anywhere in the app
**Plans**: TBD
**Plans:** 2 plans
Plans:
- [ ] 06-01: Item type tagging UI — inline fixed/variable/one-off selector on add/edit forms
- [ ] 06-02: Template management page — add, remove, reorder items with live preview
- [ ] 06-03: Auto-generate budget on navigate — wire frontend to generation endpoint, remove copy-from-previous
- [ ] 06-01-PLAN.md — Template API client, useTemplate hook, TemplatePage with add/remove/reorder, routing and i18n
- [ ] 06-02-PLAN.md — Replace BudgetSetup with template-based month picker, remove copy-from-previous, item tier badges in trackers
#### Phase 7: Quick-Add Library
**Goal**: Users can save frequently-used one-off expense categories to a personal library and insert them into any month's budget in one click, eliminating re-entry friction for recurring one-offs like pharmacy visits
@@ -153,7 +152,7 @@ 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 | 2/2 | Complete | 2026-03-12 | - |
| 6. Template Frontend and Workflow Replacement | v1.1 | 0/3 | Not started | - |
| 5. Template Data Model and API | v1.1 | 2/2 | Complete | 2026-03-12 |
| 6. Template Frontend and Workflow Replacement | v1.1 | 0/2 | Not started | - |
| 7. Quick-Add Library | v1.1 | 0/2 | Not started | - |
| 8. Layout and Density Rethink | v1.1 | 0/2 | Not started | - |