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
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@@ -63,9 +63,9 @@ Requirements for this milestone. Each maps to roadmap phases.
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### Quick-Add Library
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### Quick-Add Library
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- [ ] **QADD-01**: User can save a one-off expense category with an icon to their quick-add library
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- [x] **QADD-01**: User can save a one-off expense category with an icon to their quick-add library
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- [ ] **QADD-02**: User can browse and select from their quick-add library when adding a one-off item to a month
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- [ ] **QADD-02**: User can browse and select from their quick-add library when adding a one-off item to a month
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- [ ] **QADD-03**: User can manage their quick-add library — add, edit, remove saved categories
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- [x] **QADD-03**: User can manage their quick-add library — add, edit, remove saved categories
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### Layout & Density
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### Layout & Density
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@@ -145,9 +145,9 @@ Which phases cover which requirements. Updated during roadmap creation.
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| TMPL-03 | Phase 6 (v1.1) | Complete |
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| TMPL-03 | Phase 6 (v1.1) | Complete |
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| TMPL-05 | Phase 6 (v1.1) | Complete |
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| TMPL-05 | Phase 6 (v1.1) | Complete |
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| TMPL-06 | Phase 6 (v1.1) | Complete |
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| TMPL-06 | Phase 6 (v1.1) | Complete |
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| QADD-01 | Phase 7 (v1.1) | Pending |
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| QADD-01 | Phase 7 (v1.1) | Complete |
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| QADD-02 | Phase 7 (v1.1) | Pending |
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| QADD-02 | Phase 7 (v1.1) | Pending |
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| QADD-03 | Phase 7 (v1.1) | Pending |
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| QADD-03 | Phase 7 (v1.1) | Complete |
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| LYOT-01 | Phase 8 (v1.1) | Pending |
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| LYOT-01 | Phase 8 (v1.1) | Pending |
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| LYOT-02 | Phase 8 (v1.1) | Pending |
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| LYOT-02 | Phase 8 (v1.1) | Pending |
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| LYOT-03 | Phase 8 (v1.1) | Pending |
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| LYOT-03 | Phase 8 (v1.1) | Pending |
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@@ -120,7 +120,7 @@ Plans:
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1. A user can save a one-off expense category (with an icon) to their quick-add library from the budget item add flow
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1. A user can save a one-off expense category (with an icon) to their quick-add library from the budget item add flow
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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
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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
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3. The quick-add library management page lets the user add, edit, and remove saved categories
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3. The quick-add library management page lets the user add, edit, and remove saved categories
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**Plans:** 2 plans
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**Plans:** 1/2 plans executed
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Plans:
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Plans:
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- [ ] 07-01-PLAN.md — DB migration, QuickAddItem model, CRUD queries, REST handlers at /api/quick-add
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- [ ] 07-01-PLAN.md — DB migration, QuickAddItem model, CRUD queries, REST handlers at /api/quick-add
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@@ -154,5 +154,5 @@ Phases execute in numeric order: 1 -> 2 -> 3 -> 4 -> 5 -> 6 -> 7 -> 8
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| 4. Chart Polish and Bug Fixes | v1.0 | 2/2 | Complete | 2026-03-12 |
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| 4. Chart Polish and Bug Fixes | v1.0 | 2/2 | Complete | 2026-03-12 |
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| 5. Template Data Model and API | v1.1 | 2/2 | Complete | 2026-03-12 |
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| 5. Template Data Model and API | v1.1 | 2/2 | Complete | 2026-03-12 |
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| 6. Template Frontend and Workflow Replacement | v1.1 | 2/2 | Complete | 2026-03-12 |
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| 6. Template Frontend and Workflow Replacement | v1.1 | 2/2 | Complete | 2026-03-12 |
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| 7. Quick-Add Library | v1.1 | 0/2 | Not started | - |
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| 7. Quick-Add Library | 1/2 | In Progress| | - |
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| 8. Layout and Density Rethink | v1.1 | 0/2 | Not started | - |
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| 8. Layout and Density Rethink | v1.1 | 0/2 | Not started | - |
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@@ -3,14 +3,14 @@ gsd_state_version: 1.0
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milestone: v1.1
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milestone: v1.1
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milestone_name: Usability and Templates
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milestone_name: Usability and Templates
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status: planning
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status: planning
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stopped_at: Completed 06-template-frontend-and-workflow-replacement-02-PLAN.md
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stopped_at: Completed 07-quick-add-library-01-PLAN.md
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last_updated: "2026-03-12T12:13:58.556Z"
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last_updated: "2026-03-12T12:35:38.859Z"
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last_activity: 2026-03-12 — v1.1 roadmap created, Phases 5-8 defined
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last_activity: 2026-03-12 — v1.1 roadmap created, Phases 5-8 defined
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progress:
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progress:
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total_phases: 8
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total_phases: 8
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completed_phases: 6
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completed_phases: 6
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total_plans: 14
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total_plans: 16
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completed_plans: 14
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completed_plans: 15
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percent: 0
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percent: 0
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---
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---
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@@ -54,6 +54,7 @@ Progress: [░░░░░░░░░░] 0%
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| Phase 05-template-data-model-and-api P02 | 1min | 2 tasks | 2 files |
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| Phase 05-template-data-model-and-api P02 | 1min | 2 tasks | 2 files |
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| Phase 06-template-frontend-and-workflow-replacement P01 | 2min | 2 tasks | 7 files |
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| Phase 06-template-frontend-and-workflow-replacement P01 | 2min | 2 tasks | 7 files |
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| Phase 06-template-frontend-and-workflow-replacement P02 | 2min | 2 tasks | 9 files |
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| Phase 06-template-frontend-and-workflow-replacement P02 | 2min | 2 tasks | 9 files |
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| Phase 07-quick-add-library P01 | 1min | 2 tasks | 5 files |
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## Accumulated Context
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## Accumulated Context
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@@ -76,6 +77,9 @@ Recent decisions affecting current work:
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- [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
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- [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
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- [Phase 06-template-frontend-and-workflow-replacement]: 409 conflict on budget generate handled silently — call onCreated() so existing budget becomes selectable
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- [Phase 06-template-frontend-and-workflow-replacement]: 409 conflict on budget generate handled silently — call onCreated() so existing budget becomes selectable
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- [Phase 06-template-frontend-and-workflow-replacement]: BudgetSetup existingBudgets prop retained in signature for interface compatibility but unused after copy-from removal
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- [Phase 06-template-frontend-and-workflow-replacement]: BudgetSetup existingBudgets prop retained in signature for interface compatibility but unused after copy-from removal
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- [Phase 07-quick-add-library]: sort_order auto-incremented via subquery at INSERT time so client doesn't need to track current max
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- [Phase 07-quick-add-library]: ListQuickAddItems initializes empty slice (not nil) so API always returns [] not null
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- [Phase 07-quick-add-library]: UpdateQuickAddItem returns 404 via pgx.ErrNoRows check when no row matches id+user_id
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### Pending Todos
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### Pending Todos
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@@ -88,6 +92,6 @@ None yet.
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## Session Continuity
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## Session Continuity
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Last session: 2026-03-12T12:10:58.018Z
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Last session: 2026-03-12T12:35:38.858Z
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Stopped at: Completed 06-template-frontend-and-workflow-replacement-02-PLAN.md
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Stopped at: Completed 07-quick-add-library-01-PLAN.md
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Resume file: None
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Resume file: None
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107
.planning/phases/07-quick-add-library/07-01-SUMMARY.md
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107
.planning/phases/07-quick-add-library/07-01-SUMMARY.md
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@@ -0,0 +1,107 @@
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---
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phase: 07-quick-add-library
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plan: "01"
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subsystem: api
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tags: [go, postgres, rest-api, crud]
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# Dependency graph
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requires:
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- phase: 05-template-data-model-and-api
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provides: Item tier enum and query patterns used as reference
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provides:
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- quick_add_items table DDL via 003_quick_add_library.sql
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- QuickAddItem Go struct with json tags
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- ListQuickAddItems, CreateQuickAddItem, UpdateQuickAddItem, DeleteQuickAddItem query functions
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- GET/POST /api/quick-add and PUT/DELETE /api/quick-add/{itemId} REST endpoints
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affects: [08-quick-add-frontend]
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# Tech tracking
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tech-stack:
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added: []
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patterns: [user-scoped CRUD with sort_order auto-increment via subquery]
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key-files:
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created:
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- backend/migrations/003_quick_add_library.sql
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modified:
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- backend/internal/models/models.go
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- backend/internal/db/queries.go
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- backend/internal/api/handlers.go
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- backend/internal/api/router.go
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key-decisions:
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- "sort_order auto-incremented via (SELECT COALESCE(MAX(sort_order), 0) + 1 FROM quick_add_items WHERE user_id = $1) subquery at insert time"
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- "ListQuickAddItems initializes empty slice (not nil) so API always returns [] not null"
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- "UpdateQuickAddItem returns 404 via pgx.ErrNoRows check when no row matches id+user_id"
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patterns-established:
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- "QuickAddItem CRUD follows Category/TemplateItem pattern: user_id in all WHERE clauses, fmt.Errorf wrapping, pgx row scanning"
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- "Routes registered after template block in authenticated group, following chi.Route pattern"
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requirements-completed: [QADD-01, QADD-03]
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# Metrics
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duration: 1min
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completed: 2026-03-12
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---
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# Phase 07 Plan 01: Quick-Add Library Backend Summary
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**REST CRUD for quick_add_items table: migration, QuickAddItem model, four user-scoped query functions, four handlers at /api/quick-add**
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## Performance
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- **Duration:** 1 min
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- **Started:** 2026-03-12T13:12:57Z
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- **Completed:** 2026-03-12T13:13:57Z
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- **Tasks:** 2
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- **Files modified:** 4 (plus 1 created)
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## Accomplishments
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- Created 003_quick_add_library.sql with quick_add_items table and user index
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- Added QuickAddItem struct to models.go and four CRUD query functions to queries.go
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- Registered four HTTP handlers and routes under /api/quick-add inside authenticated group
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## Task Commits
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Each task was committed atomically:
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1. **Task 1: Migration, model, and query functions** - `84d5b76` (feat)
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2. **Task 2: HTTP handlers and route registration** - `b42f7b1` (feat)
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## Files Created/Modified
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- `backend/migrations/003_quick_add_library.sql` - DDL for quick_add_items table with user FK, sort_order, and index
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- `backend/internal/models/models.go` - Added QuickAddItem struct
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- `backend/internal/db/queries.go` - Added ListQuickAddItems, CreateQuickAddItem, UpdateQuickAddItem, DeleteQuickAddItem
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- `backend/internal/api/handlers.go` - Added four handler methods for quick-add CRUD
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- `backend/internal/api/router.go` - Registered /api/quick-add route group in authenticated section
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## Decisions Made
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- sort_order auto-incremented via subquery at INSERT time so client doesn't need to track current max
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- ListQuickAddItems returns initialized empty slice so JSON response is always `[]` not `null`
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- UpdateQuickAddItem maps pgx.ErrNoRows to 404 for user-friendly not-found behavior
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## Deviations from Plan
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None - plan executed exactly as written.
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## Issues Encountered
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None. Go binary was at `/home/jean-luc-makiola/go/go1.26.1/bin/go` (non-standard PATH), found and used correctly.
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## User Setup Required
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None - no external service configuration required.
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## Next Phase Readiness
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- Backend API complete and compiles cleanly
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- Database migration ready for 003 to be applied when deploying
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- Ready for Phase 08 frontend quick-add library UI
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---
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*Phase: 07-quick-add-library*
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*Completed: 2026-03-12*
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