diff --git a/.planning/REQUIREMENTS.md b/.planning/REQUIREMENTS.md index 1e5113e..2033d3f 100644 --- a/.planning/REQUIREMENTS.md +++ b/.planning/REQUIREMENTS.md @@ -64,7 +64,7 @@ Requirements for this milestone. Each maps to roadmap phases. ### 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 +- [x] **QADD-02**: User can browse and select from their quick-add library when adding a one-off item to a month - [x] **QADD-03**: User can manage their quick-add library — add, edit, remove saved categories ### Layout & Density @@ -146,7 +146,7 @@ Which phases cover which requirements. Updated during roadmap creation. | TMPL-05 | Phase 6 (v1.1) | Complete | | TMPL-06 | Phase 6 (v1.1) | Complete | | QADD-01 | Phase 7 (v1.1) | Complete | -| QADD-02 | Phase 7 (v1.1) | Pending | +| QADD-02 | Phase 7 (v1.1) | Complete | | QADD-03 | Phase 7 (v1.1) | Complete | | LYOT-01 | Phase 8 (v1.1) | Pending | | LYOT-02 | Phase 8 (v1.1) | Pending | diff --git a/.planning/ROADMAP.md b/.planning/ROADMAP.md index 62d8927..9fa4f17 100644 --- a/.planning/ROADMAP.md +++ b/.planning/ROADMAP.md @@ -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 | 2/2 | Complete | 2026-03-12 | - | +| 7. Quick-Add Library | 2/2 | Complete | 2026-03-12 | - | | 8. Layout and Density Rethink | v1.1 | 0/2 | Not started | - | diff --git a/.planning/STATE.md b/.planning/STATE.md index ad914bf..3d5c4cb 100644 --- a/.planning/STATE.md +++ b/.planning/STATE.md @@ -4,7 +4,7 @@ milestone: v1.1 milestone_name: Usability and Templates status: planning stopped_at: Completed 07-quick-add-library-02-PLAN.md -last_updated: "2026-03-12T12:40:40.398Z" +last_updated: "2026-03-12T12:44:43.371Z" last_activity: 2026-03-12 — v1.1 roadmap created, Phases 5-8 defined progress: total_phases: 8 diff --git a/.planning/phases/07-quick-add-library/07-VERIFICATION.md b/.planning/phases/07-quick-add-library/07-VERIFICATION.md new file mode 100644 index 0000000..60caf92 --- /dev/null +++ b/.planning/phases/07-quick-add-library/07-VERIFICATION.md @@ -0,0 +1,130 @@ +--- +phase: 07-quick-add-library +verified: 2026-03-12T00:00:00Z +status: passed +score: 7/7 must-haves verified +re_verification: false +--- + +# Phase 7: Quick-Add Library Verification Report + +**Phase 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 +**Verified:** 2026-03-12 +**Status:** PASSED +**Re-verification:** No — initial verification + +--- + +## Goal Achievement + +### Observable Truths (from ROADMAP Success Criteria) + +| # | Truth | Status | Evidence | +|---|-------|--------|----------| +| 1 | A user can save a one-off expense category (with an icon) to their quick-add library | VERIFIED | `QuickAddPage.tsx` renders add form with name+icon inputs; `handleAdd` calls `useQuickAdd.addItem()` which calls `quickAdd.create()` via `api.ts`; POST /api/quick-add handler persists to `quick_add_items` table | +| 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 | VERIFIED | `QuickAddPicker.tsx` fetches library on mount, renders DropdownMenu of items, `handleSelect` resolves/creates matching category then calls `budgetItems.create()` with `item_tier: 'one_off'`; wired into `DashboardPage.tsx` toolbar when a budget is selected | +| 3 | The quick-add library management page lets the user add, edit, and remove saved categories | VERIFIED | `QuickAddPage.tsx` (203 lines) implements add form row, inline edit mode per table row with Save/Cancel, and delete button calling `removeItem(id)`; all backed by `useQuickAdd` hook CRUD | + +**Score: 3/3 truths verified** + +--- + +## Required Artifacts (Plan 01 — Backend) + +| Artifact | Expected | Status | Details | +|----------|----------|--------|---------| +| `backend/migrations/003_quick_add_library.sql` | quick_add_items table DDL | VERIFIED | Contains `CREATE TABLE quick_add_items` with all required columns (id, user_id, name, icon, sort_order, created_at, updated_at) plus user index | +| `backend/internal/models/models.go` | QuickAddItem Go struct | VERIFIED | `QuickAddItem` struct at line 126 with all 7 fields and correct json tags | +| `backend/internal/db/queries.go` | CRUD query functions | VERIFIED | All four functions present: `ListQuickAddItems`, `CreateQuickAddItem`, `UpdateQuickAddItem`, `DeleteQuickAddItem`; all scope by user_id | +| `backend/internal/api/handlers.go` | HTTP handlers for quick-add CRUD | VERIFIED | All four handlers at lines 641-720; use `h.queries.*QuickAddItem` and `auth.UserIDFromContext` | +| `backend/internal/api/router.go` | Route registrations under /api/quick-add | VERIFIED | Lines 73-78 register all four routes inside the authenticated group (after `r.Use(auth.Middleware)` at line 41) | + +## Required Artifacts (Plan 02 — Frontend) + +| Artifact | Expected | Status | Details | +|----------|----------|--------|---------| +| `frontend/src/lib/api.ts` | QuickAddItem type and quickAdd API namespace | VERIFIED | `QuickAddItem` interface at line 111; `quickAdd` namespace at line 178 with list/create/update/delete methods | +| `frontend/src/hooks/useQuickAdd.ts` | useQuickAdd hook with CRUD operations | VERIFIED | 40 lines; exports `useQuickAdd`; provides `items`, `loading`, `addItem`, `updateItem`, `removeItem` | +| `frontend/src/pages/QuickAddPage.tsx` | Management page (min 50 lines) | VERIFIED | 203 lines; substantive implementation with add form, inline edit table, EmptyState | +| `frontend/src/components/QuickAddPicker.tsx` | Picker component for one-off budget items (min 30 lines) | VERIFIED | 114 lines; DropdownMenu with find-or-create category logic and `budgetItems.create` with `item_tier: 'one_off'` | +| `frontend/src/components/AppLayout.tsx` | Sidebar nav item for quick-add | VERIFIED | Line 34: `{ path: '/quick-add', label: t('nav.quickAdd'), icon: Zap }` | +| `frontend/src/App.tsx` | Route for /quick-add | VERIFIED | Line 41: `} />` with import at line 11 | + +--- + +## Key Link Verification + +| From | To | Via | Status | Details | +|------|----|-----|--------|---------| +| `router.go` | `handlers.go` | handler method references | WIRED | Lines 74-77 reference `h.ListQuickAddItems`, `h.CreateQuickAddItem`, `h.UpdateQuickAddItem`, `h.DeleteQuickAddItem` | +| `handlers.go` | `db/queries.go` | query function calls | WIRED | Lines 643, 667, 698, 714 call `h.queries.ListQuickAddItems`, `CreateQuickAddItem`, `UpdateQuickAddItem`, `DeleteQuickAddItem` | +| `hooks/useQuickAdd.ts` | `lib/api.ts` | quickAdd namespace import | WIRED | Line 2: `import { quickAdd as quickAddApi, type QuickAddItem } from '@/lib/api'`; all CRUD functions used | +| `pages/QuickAddPage.tsx` | `hooks/useQuickAdd.ts` | useQuickAdd hook call | WIRED | Line 14: `const { items, loading, addItem, updateItem, removeItem } = useQuickAdd()`; all returned values used | +| `components/QuickAddPicker.tsx` | `lib/api.ts` | quickAdd.list and budgetItems.create | WIRED | Line 12 imports `quickAdd as quickAddApi, categories as categoriesApi, budgetItems`; all three used in `handleSelect` | +| `pages/DashboardPage.tsx` | `components/QuickAddPicker.tsx` | import + JSX render | WIRED | Line 17 imports; lines 102-107 render `` conditionally when budget selected | + +--- + +## Requirements Coverage + +| Requirement | Source Plan | Description | Status | Evidence | +|-------------|-------------|-------------|--------|----------| +| QADD-01 | 07-01, 07-02 | User can save a one-off expense category with an icon to their quick-add library | SATISFIED | `quick_add_items` table stores name+icon; POST /api/quick-add persists; `QuickAddPage` add form calls `addItem(name, icon)` | +| QADD-02 | 07-02 | User can browse and select from their quick-add library when adding a one-off item to a month | SATISFIED | `QuickAddPicker` fetches library, renders items in DropdownMenu, `handleSelect` creates one-off budget item with `item_tier: 'one_off'` | +| QADD-03 | 07-01, 07-02 | User can manage their quick-add library — add, edit, remove saved categories | SATISFIED | PUT /api/quick-add/{itemId} and DELETE endpoints present; `QuickAddPage` implements inline edit and delete; `useQuickAdd.updateItem` and `removeItem` wired | + +No orphaned requirements: all three QADD IDs appear in both the plan frontmatter and REQUIREMENTS.md (marked Complete at Phase 7). + +--- + +## Anti-Patterns Found + +| File | Line | Pattern | Severity | Impact | +|------|------|---------|----------|--------| +| `QuickAddPage.tsx` | 92, 100 | `placeholder=` on Input elements | Info | HTML placeholder attribute on form inputs — expected UI pattern, not a stub | + +No blocker or warning anti-patterns found. The `placeholder` occurrences are legitimate HTML input attributes used for UX hint text, not code stubs. + +--- + +## Build Verification + +- `go build ./cmd/server` exits cleanly (0) — backend compiles without errors +- All four query functions, handlers, and routes present and correctly wired + +--- + +## Human Verification Required + +The following behaviors require a running application to confirm. They are not blockers to goal achievement (automated evidence is conclusive for the structural requirements), but should be validated before marking the feature production-ready. + +### 1. End-to-End Quick-Add Picker Flow + +**Test:** Start the app, select a budget on the dashboard, click the "Quick Add" button, select a saved library item. +**Expected:** A new one-off budget item appears in the budget table with the correct name and `one_off` tier badge. The DropdownMenu closes automatically after selection. +**Why human:** The find-or-create category logic involves two sequential API calls (list categories, optionally create, then create budget item). Need to verify there are no race conditions and the budget refreshes correctly via `onItemAdded(() => selectBudget(current.id))`. + +### 2. Empty Picker → Library Link + +**Test:** With an empty quick-add library, open the Quick Add dropdown from the dashboard. +**Expected:** Shows "No saved items" message and a "Manage library" link that navigates to /quick-add. +**Why human:** Link behavior in a DropdownMenu requires visual + navigation confirmation. + +### 3. Inline Edit Cancel Preserves Data + +**Test:** On /quick-add, click Edit on an item, change the name, then click Cancel. +**Expected:** The row reverts to the original name without any save occurring. +**Why human:** State reset behavior on cancel is a UX interaction that cannot be verified statically. + +--- + +## Gaps Summary + +None. All automated checks passed. All three QADD requirements are satisfied by substantive, wired implementations. The backend compiles cleanly. The frontend artifacts are all present, non-stub, and wired end-to-end from the API client through the hook to the UI components and into the router. + +The only deviation from the plan was using `DropdownMenu` instead of `Popover` for the picker (documented in 07-02-SUMMARY.md), which is an equivalent implementation that achieves the same UX goal. + +--- + +_Verified: 2026-03-12_ +_Verifier: Claude (gsd-verifier)_