docs(07-01): complete quick-add library backend plan

- Add 07-01-SUMMARY.md documenting migration, model, queries, and handlers
- Update STATE.md: progress 94%, decisions, session record
- Update ROADMAP.md: phase 7 in-progress with 1/2 plans complete
- Mark requirements QADD-01 and QADD-03 complete
This commit is contained in:
2026-03-12 13:35:53 +01:00
parent b42f7b13bb
commit bf0dac9bca
4 changed files with 123 additions and 12 deletions

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@@ -63,9 +63,9 @@ Requirements for this milestone. Each maps to roadmap phases.
### Quick-Add Library ### Quick-Add Library
- [ ] **QADD-01**: User can save a one-off expense category with an icon to their quick-add library - [x] **QADD-01**: User can save a one-off expense category with an icon to their quick-add library
- [ ] **QADD-02**: User can browse and select from their quick-add library when adding a one-off item to a month - [ ] **QADD-02**: User can browse and select from their quick-add library when adding a one-off item to a month
- [ ] **QADD-03**: User can manage their quick-add library — add, edit, remove saved categories - [x] **QADD-03**: User can manage their quick-add library — add, edit, remove saved categories
### Layout & Density ### Layout & Density
@@ -145,9 +145,9 @@ Which phases cover which requirements. Updated during roadmap creation.
| TMPL-03 | Phase 6 (v1.1) | Complete | | TMPL-03 | Phase 6 (v1.1) | Complete |
| TMPL-05 | Phase 6 (v1.1) | Complete | | TMPL-05 | Phase 6 (v1.1) | Complete |
| TMPL-06 | Phase 6 (v1.1) | Complete | | TMPL-06 | Phase 6 (v1.1) | Complete |
| QADD-01 | Phase 7 (v1.1) | Pending | | QADD-01 | Phase 7 (v1.1) | Complete |
| QADD-02 | Phase 7 (v1.1) | Pending | | QADD-02 | Phase 7 (v1.1) | Pending |
| QADD-03 | Phase 7 (v1.1) | Pending | | QADD-03 | Phase 7 (v1.1) | Complete |
| LYOT-01 | Phase 8 (v1.1) | Pending | | LYOT-01 | Phase 8 (v1.1) | Pending |
| LYOT-02 | Phase 8 (v1.1) | Pending | | LYOT-02 | Phase 8 (v1.1) | Pending |
| LYOT-03 | Phase 8 (v1.1) | Pending | | LYOT-03 | Phase 8 (v1.1) | Pending |

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@@ -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 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 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 3. The quick-add library management page lets the user add, edit, and remove saved categories
**Plans:** 2 plans **Plans:** 1/2 plans executed
Plans: Plans:
- [ ] 07-01-PLAN.md — DB migration, QuickAddItem model, CRUD queries, REST handlers at /api/quick-add - [ ] 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 | | 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 | | 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 | | 6. Template Frontend and Workflow Replacement | v1.1 | 2/2 | Complete | 2026-03-12 |
| 7. Quick-Add Library | v1.1 | 0/2 | Not started | - | | 7. Quick-Add Library | 1/2 | In Progress| | - |
| 8. Layout and Density Rethink | v1.1 | 0/2 | Not started | - | | 8. Layout and Density Rethink | v1.1 | 0/2 | Not started | - |

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@@ -3,14 +3,14 @@ gsd_state_version: 1.0
milestone: v1.1 milestone: v1.1
milestone_name: Usability and Templates milestone_name: Usability and Templates
status: planning status: planning
stopped_at: Completed 06-template-frontend-and-workflow-replacement-02-PLAN.md stopped_at: Completed 07-quick-add-library-01-PLAN.md
last_updated: "2026-03-12T12:13:58.556Z" last_updated: "2026-03-12T12:35:38.859Z"
last_activity: 2026-03-12 — v1.1 roadmap created, Phases 5-8 defined last_activity: 2026-03-12 — v1.1 roadmap created, Phases 5-8 defined
progress: progress:
total_phases: 8 total_phases: 8
completed_phases: 6 completed_phases: 6
total_plans: 14 total_plans: 16
completed_plans: 14 completed_plans: 15
percent: 0 percent: 0
--- ---
@@ -54,6 +54,7 @@ Progress: [░░░░░░░░░░] 0%
| Phase 05-template-data-model-and-api P02 | 1min | 2 tasks | 2 files | | Phase 05-template-data-model-and-api P02 | 1min | 2 tasks | 2 files |
| Phase 06-template-frontend-and-workflow-replacement P01 | 2min | 2 tasks | 7 files | | 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 06-template-frontend-and-workflow-replacement P02 | 2min | 2 tasks | 9 files |
| Phase 07-quick-add-library P01 | 1min | 2 tasks | 5 files |
## Accumulated Context ## Accumulated Context
@@ -76,6 +77,9 @@ Recent decisions affecting current work:
- [Phase 06-template-frontend-and-workflow-replacement]: Reorder swaps sort_order values between adjacent items and sends full updated list to PUT /template/items/reorder - [Phase 06-template-frontend-and-workflow-replacement]: Reorder swaps sort_order values between adjacent items and sends full updated list to PUT /template/items/reorder
- [Phase 06-template-frontend-and-workflow-replacement]: 409 conflict on budget generate handled silently — call onCreated() so existing budget becomes selectable - [Phase 06-template-frontend-and-workflow-replacement]: 409 conflict on budget generate handled silently — call onCreated() so existing budget becomes selectable
- [Phase 06-template-frontend-and-workflow-replacement]: BudgetSetup existingBudgets prop retained in signature for interface compatibility but unused after copy-from removal - [Phase 06-template-frontend-and-workflow-replacement]: BudgetSetup existingBudgets prop retained in signature for interface compatibility but unused after copy-from removal
- [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
### Pending Todos ### Pending Todos
@@ -88,6 +92,6 @@ None yet.
## Session Continuity ## Session Continuity
Last session: 2026-03-12T12:10:58.018Z Last session: 2026-03-12T12:35:38.858Z
Stopped at: Completed 06-template-frontend-and-workflow-replacement-02-PLAN.md Stopped at: Completed 07-quick-add-library-01-PLAN.md
Resume file: None Resume file: None

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@@ -0,0 +1,107 @@
---
phase: 07-quick-add-library
plan: "01"
subsystem: api
tags: [go, postgres, rest-api, crud]
# Dependency graph
requires:
- phase: 05-template-data-model-and-api
provides: Item tier enum and query patterns used as reference
provides:
- quick_add_items table DDL via 003_quick_add_library.sql
- QuickAddItem Go struct with json tags
- ListQuickAddItems, CreateQuickAddItem, UpdateQuickAddItem, DeleteQuickAddItem query functions
- GET/POST /api/quick-add and PUT/DELETE /api/quick-add/{itemId} REST endpoints
affects: [08-quick-add-frontend]
# Tech tracking
tech-stack:
added: []
patterns: [user-scoped CRUD with sort_order auto-increment via subquery]
key-files:
created:
- backend/migrations/003_quick_add_library.sql
modified:
- backend/internal/models/models.go
- backend/internal/db/queries.go
- backend/internal/api/handlers.go
- backend/internal/api/router.go
key-decisions:
- "sort_order auto-incremented via (SELECT COALESCE(MAX(sort_order), 0) + 1 FROM quick_add_items WHERE user_id = $1) subquery at insert time"
- "ListQuickAddItems initializes empty slice (not nil) so API always returns [] not null"
- "UpdateQuickAddItem returns 404 via pgx.ErrNoRows check when no row matches id+user_id"
patterns-established:
- "QuickAddItem CRUD follows Category/TemplateItem pattern: user_id in all WHERE clauses, fmt.Errorf wrapping, pgx row scanning"
- "Routes registered after template block in authenticated group, following chi.Route pattern"
requirements-completed: [QADD-01, QADD-03]
# Metrics
duration: 1min
completed: 2026-03-12
---
# Phase 07 Plan 01: Quick-Add Library Backend Summary
**REST CRUD for quick_add_items table: migration, QuickAddItem model, four user-scoped query functions, four handlers at /api/quick-add**
## Performance
- **Duration:** 1 min
- **Started:** 2026-03-12T13:12:57Z
- **Completed:** 2026-03-12T13:13:57Z
- **Tasks:** 2
- **Files modified:** 4 (plus 1 created)
## Accomplishments
- Created 003_quick_add_library.sql with quick_add_items table and user index
- Added QuickAddItem struct to models.go and four CRUD query functions to queries.go
- Registered four HTTP handlers and routes under /api/quick-add inside authenticated group
## Task Commits
Each task was committed atomically:
1. **Task 1: Migration, model, and query functions** - `84d5b76` (feat)
2. **Task 2: HTTP handlers and route registration** - `b42f7b1` (feat)
## Files Created/Modified
- `backend/migrations/003_quick_add_library.sql` - DDL for quick_add_items table with user FK, sort_order, and index
- `backend/internal/models/models.go` - Added QuickAddItem struct
- `backend/internal/db/queries.go` - Added ListQuickAddItems, CreateQuickAddItem, UpdateQuickAddItem, DeleteQuickAddItem
- `backend/internal/api/handlers.go` - Added four handler methods for quick-add CRUD
- `backend/internal/api/router.go` - Registered /api/quick-add route group in authenticated section
## Decisions Made
- sort_order auto-incremented via subquery at INSERT time so client doesn't need to track current max
- ListQuickAddItems returns initialized empty slice so JSON response is always `[]` not `null`
- UpdateQuickAddItem maps pgx.ErrNoRows to 404 for user-friendly not-found behavior
## Deviations from Plan
None - plan executed exactly as written.
## Issues Encountered
None. Go binary was at `/home/jean-luc-makiola/go/go1.26.1/bin/go` (non-standard PATH), found and used correctly.
## User Setup Required
None - no external service configuration required.
## Next Phase Readiness
- Backend API complete and compiles cleanly
- Database migration ready for 003 to be applied when deploying
- Ready for Phase 08 frontend quick-add library UI
---
*Phase: 07-quick-add-library*
*Completed: 2026-03-12*