docs: create milestone v1.1 roadmap (4 phases)

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

.planning/STATE.md

@@ -5,11 +5,11 @@ milestone_name: usability-and-templates
 status: planning
 stopped_at: null
 last_updated: "2026-03-12"
-last_activity: 2026-03-12 — Milestone v1.1 started
+last_activity: 2026-03-12 — Roadmap created for v1.1 (Phases 5-8)
 progress:
-  total_phases: 0
+  total_phases: 4
   completed_phases: 0
-  total_plans: 0
+  total_plans: 9
   completed_plans: 0
   percent: 0
 ---
@@ -21,21 +21,21 @@ progress:
 See: .planning/PROJECT.md (updated 2026-03-12)
 
 **Core value:** Opening the app should feel like opening a beautifully designed personal spreadsheet — clean pastel colors, clear data layout, approachable and visually delightful. The UI IS the product.
-**Current focus:** Defining requirements for v1.1
+**Current focus:** Phase 5 — Template Data Model and API (ready to plan)
 
 ## Current Position
 
-Phase: Not started (defining requirements)
+Phase: 5 of 8 (Template Data Model and API)
 Plan: —
-Status: Defining requirements
-Last activity: 2026-03-12 — Milestone v1.1 started
+Status: Ready to plan
+Last activity: 2026-03-12 — v1.1 roadmap created, Phases 5-8 defined
 
 Progress: [░░░░░░░░░░] 0%
 
 ## Performance Metrics
 
 **Velocity:**
-- Total plans completed: 0
+- Total plans completed: 0 (v1.1)
 - Average duration: -
 - Total execution time: 0 hours
 
@@ -50,16 +50,6 @@ Progress: [░░░░░░░░░░] 0%
 - Trend: -
 
 *Updated after each plan completion*
-| Phase 01-design-token-foundation P01 | 4 | 3 tasks | 6 files |
-| Phase 01-design-token-foundation P02 | 60 | 3 tasks | 8 files |
-| Phase 02-layout-and-brand-identity P01 | 8 | 2 tasks | 5 files |
-| Phase 02-layout-and-brand-identity P02 | 2 | 2 tasks | 2 files |
-| Phase 03-interaction-quality-and-completeness P00 | 5 | 1 tasks | 4 files |
-| Phase 03-interaction-quality-and-completeness P01 | 2m | 2 tasks | 5 files |
-| Phase 03-interaction-quality-and-completeness P02 | 5 | 2 tasks | 3 files |
-| Phase 03-interaction-quality-and-completeness P03 | 5 | 2 tasks | 4 files |
-| Phase 04-chart-polish-and-bug-fixes P01 | 1 | 2 tasks | 2 files |
-| Phase 04-chart-polish-and-bug-fixes P02 | 10 | 2 tasks | 4 files |
 
 ## Accumulated Context
 
@@ -68,31 +58,11 @@ Progress: [░░░░░░░░░░] 0%
 Decisions are logged in PROJECT.md Key Decisions table.
 Recent decisions affecting current work:
 
-- [Init]: Customize shadcn via CSS variables only — never edit `src/components/ui/` source files directly
-- [Init]: `lib/palette.ts` as single source of truth for all category-to-color mappings — no hex values in component files
-- [Init]: Extract `InlineEditCell.tsx` at start of Phase 1 before any visual work touches the three duplicated components
-- [Phase 01-design-token-foundation]: oklch pastel tokens replace zero-chroma neutrals in :root; --card/--popover remain pure white (locked)
-- [Phase 01-design-token-foundation]: --success and --warning semantic tokens added to :root and @theme inline; chart tokens synced with palette.ts base colors
-- [Phase 01-design-token-foundation]: palette.ts is single source of truth for 7 category types x 3 shades; amountColorClass returns text-success/text-warning/text-destructive
-- [Phase 01-design-token-foundation]: InlineEditCell wraps TableCell internally — callers own row structure, component owns display/edit state
-- [Phase 01-design-token-foundation]: amountColorClass() is the only allowed way to color amount cells — raw text-green/text-red classes banned in dashboard components
-- [Phase 01-design-token-foundation]: Chart Cell fills use palette[type].base keyed by categoryType — charts and card headers share the same color token
-- [Phase 02-layout-and-brand-identity]: Gradient background uses palette.saving/bill/investment light shades at 135deg for subtle tinted-paper feel on auth screens
-- [Phase 02-layout-and-brand-identity]: Alert destructive replaces plain error <p> — semantic role=alert improves a11y and enables test assertions
-- [Phase 02-layout-and-brand-identity]: Gradient wordmark uses inline oklch style, active state overrides sidebar-primary, SidebarTrigger in SidebarInset header
-- [Phase 03-interaction-quality-and-completeness]: onSaveSuccess/onSaveError are optional callbacks — callers opt in to row-flash behavior in downstream plans
-- [Phase 03-interaction-quality-and-completeness]: Budget Edit spinner deferred — no BudgetEdit form component exists in codebase yet
-- [Phase 03-interaction-quality-and-completeness]: Mock useBudgets hook in DashboardPage tests to control loading state directly
-- [Phase 03-interaction-quality-and-completeness]: BillsTracker renders a full Card component — tests render it standalone, not inside a <tr>
-- [Phase 03-interaction-quality-and-completeness]: EmptyState is a shared component with all content as props — icon, heading, subtext, and optional CTA
-- [Phase 03-interaction-quality-and-completeness]: Delete dialog does not auto-close on error — user must read ON DELETE RESTRICT message before dismissing
-- [Phase 03-interaction-quality-and-completeness]: CategoriesPage loading state initialized true, set false in finally block to prevent empty-state flash
-- [Phase 03-interaction-quality-and-completeness]: triggerFlash uses two separate state vars (flashRowId/errorRowId) for flash feedback — no race conditions between success and error states
-- [Phase 03-interaction-quality-and-completeness]: Empty tracker sections show tinted skeleton card (not null) — section always visible with palette-tinted placeholders when no items exist
-- [Phase 04-chart-polish-and-bug-fixes]: formatCurrency third parameter defaults to 'en', replacing hardcoded 'de-DE' — all existing 2-arg call sites now produce English formatting (FIX-01)
-- [Phase 04-chart-polish-and-bug-fixes]: Defensive locale || 'en' guard in formatCurrency prevents RangeError when empty string is passed
-- [Phase 04-chart-polish-and-bug-fixes]: Custom Tooltip content renderer replicates ChartTooltipContent styling without importing shadcn source — aligned with project rule forbidding edits to src/components/ui/
-- [Phase 04-chart-polish-and-bug-fixes]: DashboardPage.test.tsx mocks useAuth to prevent i18n initReactI18next import error triggered by new useAuth dependency
+- [Phase 04]: formatCurrency third parameter defaults to 'en', replacing hardcoded 'de-DE'
+- [Phase 04]: Custom Tooltip content renderer replicates ChartTooltipContent styling without importing shadcn source
+- [Phase 03]: triggerFlash uses two separate state vars (flashRowId/errorRowId) — no race conditions between success and error states
+- [Phase 03]: EmptyState is a shared component with all content as props — icon, heading, subtext, and optional CTA
+- [Init v1.1]: Three-tier item model (fixed/variable/one-off) matches how users think about recurring vs one-time expenses
 
 ### Pending Todos
 
@@ -100,11 +70,11 @@ None yet.
 
 ### Blockers/Concerns
 
-- [Phase 4]: Confirm `preferred_locale` field is available on the settings API response before implementing FIX-01
-- [Phase 3]: Verify backend delete cascade behavior for categories with associated budget items before writing confirmation dialog copy
+- [Phase 5]: Need to confirm whether budget_items table already has any type/tag column before writing migration
+- [Phase 5]: Template generation endpoint must handle the case where user has no template yet (return empty budget, not error)
 
 ## Session Continuity
 
-Last session: 2026-03-12T08:28:10.883Z
-Stopped at: Completed 04-02-PLAN.md
+Last session: 2026-03-12
+Stopped at: v1.1 roadmap created — Phases 5-8 written to ROADMAP.md
 Resume file: None