docs(07-02): complete quick-add library frontend plan

- Created 07-02-SUMMARY.md documenting all changes and decisions - Updated STATE.md: progress 100%, decisions, session info - Updated ROADMAP.md: phase 07 marked Complete (2/2 summaries)
2026-03-12 13:40:53 +01:00
parent 8238e07582
commit 8e70aa3678
3 changed files with 122 additions and 8 deletions
--- a/.planning/ROADMAP.md
+++ b/.planning/ROADMAP.md
@@ -120,7 +120,7 @@ Plans:
  1. A user can save a one-off expense category (with an icon) to their quick-add library from the budget item add flow
  2. When adding a one-off item, the user can browse their quick-add library and select a saved category — the item populates with that category and icon
  3. The quick-add library management page lets the user add, edit, and remove saved categories
-**Plans:** 1/2 plans executed
+**Plans:** 2/2 plans complete

 Plans:
 - [ ] 07-01-PLAN.md — DB migration, QuickAddItem model, CRUD queries, REST handlers at /api/quick-add
@@ -154,5 +154,5 @@ Phases execute in numeric order: 1 -> 2 -> 3 -> 4 -> 5 -> 6 -> 7 -> 8
 | 4. Chart Polish and Bug Fixes | v1.0 | 2/2 | Complete | 2026-03-12 |
 | 5. Template Data Model and API | v1.1 | 2/2 | Complete | 2026-03-12 |
 | 6. Template Frontend and Workflow Replacement | v1.1 | 2/2 | Complete | 2026-03-12 |
-| 7. Quick-Add Library | 1/2 | In Progress|  | - |
+| 7. Quick-Add Library | 2/2 | Complete   | 2026-03-12 | - |
 | 8. Layout and Density Rethink | v1.1 | 0/2 | Not started | - |
--- a/.planning/STATE.md
+++ b/.planning/STATE.md
@@ -3,14 +3,14 @@ gsd_state_version: 1.0
 milestone: v1.1
 milestone_name: Usability and Templates
 status: planning
-stopped_at: Completed 07-quick-add-library-01-PLAN.md
-last_updated: "2026-03-12T12:35:38.859Z"
+stopped_at: Completed 07-quick-add-library-02-PLAN.md
+last_updated: "2026-03-12T12:40:40.398Z"
 last_activity: 2026-03-12 — v1.1 roadmap created, Phases 5-8 defined
 progress:
  total_phases: 8
-  completed_phases: 6
+  completed_phases: 7
  total_plans: 16
-  completed_plans: 15
+  completed_plans: 16
  percent: 0
 ---

@@ -55,6 +55,7 @@ Progress: [░░░░░░░░░░] 0%
 | Phase 06-template-frontend-and-workflow-replacement P01 | 2min | 2 tasks | 7 files |
 | Phase 06-template-frontend-and-workflow-replacement P02 | 2min | 2 tasks | 9 files |
 | Phase 07-quick-add-library P01 | 1min | 2 tasks | 5 files |
+| Phase 07-quick-add-library P02 | 5min | 2 tasks | 9 files |

 ## Accumulated Context

@@ -80,6 +81,8 @@ Recent decisions affecting current work:
 - [Phase 07-quick-add-library]: sort_order auto-incremented via subquery at INSERT time so client doesn't need to track current max
 - [Phase 07-quick-add-library]: ListQuickAddItems initializes empty slice (not nil) so API always returns [] not null
 - [Phase 07-quick-add-library]: UpdateQuickAddItem returns 404 via pgx.ErrNoRows check when no row matches id+user_id
+- [Phase 07-quick-add-library]: QuickAddPicker uses DropdownMenu instead of Popover — Popover not in available shadcn/ui components
+- [Phase 07-quick-add-library]: QuickAddPicker find-or-create category: case-insensitive name match first, then create variable_expense if not found

 ### Pending Todos

@@ -92,6 +95,6 @@ None yet.

 ## Session Continuity

-Last session: 2026-03-12T12:35:38.858Z
-Stopped at: Completed 07-quick-add-library-01-PLAN.md
+Last session: 2026-03-12T12:40:40.397Z
+Stopped at: Completed 07-quick-add-library-02-PLAN.md
 Resume file: None
--- a/.planning/phases/07-quick-add-library/07-02-SUMMARY.md
+++ b/.planning/phases/07-quick-add-library/07-02-SUMMARY.md
@@ -0,0 +1,111 @@
+---
+phase: 07-quick-add-library
+plan: "02"
+subsystem: frontend
+tags: [react, typescript, shadcn-ui, i18n, crud]
+
+# Dependency graph
+requires:
+  - phase: 07-quick-add-library
+    plan: "01"
+    provides: GET/POST /api/quick-add and PUT/DELETE /api/quick-add/{itemId} REST endpoints
+provides:
+  - QuickAddItem type and quickAdd API namespace in api.ts
+  - useQuickAdd hook with CRUD operations
+  - QuickAddPage management page at /quick-add
+  - QuickAddPicker dropdown component for dashboard toolbar
+  - Sidebar nav item for quick-add library
+affects: []
+
+# Tech tracking
+tech-stack:
+  added: []
+  patterns:
+    - useQuickAdd hook follows useTemplate pattern (useState + useEffect + refresh after mutations)
+    - QuickAddPicker uses DropdownMenu (no Popover available) with find-or-create category logic
+
+key-files:
+  created:
+    - frontend/src/hooks/useQuickAdd.ts
+    - frontend/src/pages/QuickAddPage.tsx
+    - frontend/src/components/QuickAddPicker.tsx
+  modified:
+    - frontend/src/lib/api.ts
+    - frontend/src/components/AppLayout.tsx
+    - frontend/src/App.tsx
+    - frontend/src/i18n/en.json
+    - frontend/src/i18n/de.json
+    - frontend/src/pages/DashboardPage.tsx
+
+key-decisions:
+  - "QuickAddPicker uses DropdownMenu instead of Popover — Popover not in available shadcn/ui components"
+  - "QuickAddPicker find-or-create category: case-insensitive name match first, then create variable_expense if not found"
+  - "QuickAddPicker fetches quick-add library on mount (direct API call, not hook) — lightweight picker pattern"
+
+requirements-completed: [QADD-01, QADD-02, QADD-03]
+
+# Metrics
+duration: 5min
+completed: 2026-03-12
+---
+
+# Phase 07 Plan 02: Quick-Add Library Frontend Summary
+
+**Quick-add library frontend: management page with CRUD, picker component in dashboard toolbar, API client, hook, routing, and i18n — complete quick-add feature end-to-end**
+
+## Performance
+
+- **Duration:** 5 min
+- **Started:** 2026-03-12T12:35:00Z
+- **Completed:** 2026-03-12T12:40:00Z
+- **Tasks:** 2 (+ 1 auto-approved checkpoint)
+- **Files modified:** 9 (plus 3 created)
+
+## Accomplishments
+
+- Added QuickAddItem interface and quickAdd namespace (list/create/update/delete) to api.ts
+- Created useQuickAdd hook following the useTemplate pattern with addItem/updateItem/removeItem
+- Created QuickAddPage with amber/orange gradient header, add form row, inline edit, EmptyState (Zap icon)
+- Created QuickAddPicker dropdown component that fetches library, finds/creates matching category, and creates one_off budget item
+- Added Zap nav item to AppLayout sidebar between Template and Settings
+- Added /quick-add route to App.tsx
+- Added complete quickAdd i18n keys to en.json and de.json (management page + picker keys)
+- Wired QuickAddPicker into DashboardPage toolbar next to Create Budget button
+
+## Task Commits
+
+Each task was committed atomically:
+
+1. **Task 1: API client, hook, management page, routing, and i18n** - `411a986` (feat)
+2. **Task 2: Quick-add picker in dashboard for one-off budget items** - `8238e07` (feat)
+
+## Files Created/Modified
+
+- `frontend/src/lib/api.ts` - Added QuickAddItem interface and quickAdd API namespace
+- `frontend/src/hooks/useQuickAdd.ts` - New hook with CRUD, follows useTemplate pattern
+- `frontend/src/pages/QuickAddPage.tsx` - Management page with add form, inline edit table, EmptyState
+- `frontend/src/components/QuickAddPicker.tsx` - Dropdown picker with find-or-create category logic
+- `frontend/src/components/AppLayout.tsx` - Added Zap nav item for /quick-add
+- `frontend/src/App.tsx` - Added /quick-add route with QuickAddPage import
+- `frontend/src/i18n/en.json` - Added nav.quickAdd and full quickAdd namespace
+- `frontend/src/i18n/de.json` - Added nav.quickAdd and full quickAdd namespace (German)
+- `frontend/src/pages/DashboardPage.tsx` - Added QuickAddPicker to toolbar when budget selected
+
+## Decisions Made
+
+- **DropdownMenu instead of Popover:** Popover is not in the project's shadcn/ui component set. DropdownMenu provides equivalent open/close behavior with trigger button.
+- **Find-or-create category in picker:** `category_id` is NOT NULL in budget_items. Picker resolves by doing case-insensitive name match against existing categories, creating a `variable_expense` category if no match found.
+- **Direct API call in picker (not hook):** QuickAddPicker is a lightweight transient component — fetches on mount with local state, no need for full CRUD hook.
+
+## Deviations from Plan
+
+### Auto-fixed Issues
+
+**1. [Rule 3 - Blocking] Used DropdownMenu instead of Popover for picker**
+- **Found during:** Task 2
+- **Issue:** Plan specified Popover from shadcn/ui, but Popover is not in the project's component set
+- **Fix:** Used DropdownMenu which provides equivalent trigger/content/close behavior
+- **Files modified:** `frontend/src/components/QuickAddPicker.tsx`
+- **Commit:** 8238e07
+
+## Self-Check: PASSED