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docs: define milestone v1.1 requirements

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Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
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Jean-Luc Makiola
2026-03-12 11:28:43 +01:00
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.planning/REQUIREMENTS.md
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@@ -1,11 +1,11 @@
# Requirements: SimpleFinanceDash UI Polish
# Requirements: SimpleFinanceDash
**Defined:** 2026-03-11
**Core Value:** Opening the app should feel like opening a beautifully designed personal spreadsheet — clean pastel colors, clear data layout, approachable and visually delightful.
## v1 Requirements
## v1.0 Requirements (Complete)
Requirements for this milestone. Each maps to roadmap phases.
All shipped in v1.0 UI Polish milestone.
### Design System
@@ -48,6 +48,33 @@ Requirements for this milestone. Each maps to roadmap phases.
- [x] **FIX-01**: `formatCurrency` uses the user's locale preference instead of hardcoded `de-DE`
- [x] **FIX-02**: `InlineEditRow` extracted into a shared component (currently duplicated in BillsTracker, VariableExpenses, DebtTracker)
## v1.1 Requirements
Requirements for this milestone. Each maps to roadmap phases.
### Template System
- [ ] **TMPL-01**: User can tag a budget item as fixed, variable, or one-off when creating or editing it
- [ ] **TMPL-02**: User can define a monthly budget template containing fixed items (with amounts) and variable items (category only)
- [ ] **TMPL-03**: Navigating to a month with no budget auto-generates one from the user's template (fixed items with amounts, variable items with blank amounts)
- [ ] **TMPL-04**: One-off items are not carried forward to new months
- [ ] **TMPL-05**: User can manage their template on a dedicated page — add, remove, reorder fixed and variable items
- [ ] **TMPL-06**: The "copy from previous month" feature is replaced by template-based generation
### Quick-Add Library
- [ ] **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-03**: User can manage their quick-add library — add, edit, remove saved categories
### Layout & Density
- [ ] **LYOT-01**: Dashboard sections use flatter, lighter containers instead of heavy bordered cards
- [ ] **LYOT-02**: Table rows are tighter with reduced padding for higher data density
- [ ] **LYOT-03**: Card top padding above colored headers is eliminated
- [ ] **LYOT-04**: Dashboard grid layout is optimized for desktop — maximizes visible data without scrolling
- [ ] **LYOT-05**: Overall visual feel leans toward clean spreadsheet aesthetic — less chrome, more data
## v2 Requirements
Deferred to future release. Tracked but not in current roadmap.
@@ -79,9 +106,9 @@ Deferred to future release. Tracked but not in current roadmap.
| Custom color picker / theme selector | Explicitly excluded per PROJECT.md; tokens are centralized for future theming |
| Animated page transitions (Framer Motion) | JS weight unjustified for data-first app; tw-animate-css covers needed animations |
| Toast notifications for every action | Row-level flash feedback is more contextual; toasts only for errors/destructive actions |
| Onboarding wizard | Improved empty states with CTAs are sufficient for single-user self-hosted app |
| New chart types (trend lines, sparklines) | Polish existing charts, don't add new data views |
| CSV import / recurring transactions | Backend features, not UI polish scope |
| Mobile/tablet responsiveness | Desktop web is the only target for now |
| CSV import / recurring transactions | Backend features, separate milestone |
| Shared/household budgets | Future feature |
## Traceability
@@ -89,35 +116,50 @@ Which phases cover which requirements. Updated during roadmap creation.
| Requirement | Phase | Status |
|-------------|-------|--------|
| DSGN-01 | Phase 1 | Complete |
| DSGN-02 | Phase 1 | Complete |
| DSGN-03 | Phase 1 | Complete |
| DSGN-04 | Phase 1 | Complete |
| DSGN-05 | Phase 1 | Complete |
| FIX-02 | Phase 1 | Complete |
| AUTH-01 | Phase 2 | Complete |
| AUTH-02 | Phase 2 | Complete |
| AUTH-03 | Phase 2 | Complete |
| AUTH-04 | Phase 2 | Complete |
| NAV-01 | Phase 2 | Complete |
| NAV-02 | Phase 2 | Complete |
| NAV-03 | Phase 2 | Complete |
| NAV-04 | Phase 2 | Complete |
| IXTN-01 | Phase 3 | Complete |
| IXTN-02 | Phase 3 | Complete |
| IXTN-03 | Phase 3 | Complete |
| IXTN-05 | Phase 3 | Complete |
| STATE-01 | Phase 3 | Complete |
| STATE-02 | Phase 3 | Complete |
| STATE-03 | Phase 3 | Complete |
| IXTN-04 | Phase 4 | Complete |
| FIX-01 | Phase 4 | Complete |
| DSGN-01 | Phase 1 (v1.0) | Complete |
| DSGN-02 | Phase 1 (v1.0) | Complete |
| DSGN-03 | Phase 1 (v1.0) | Complete |
| DSGN-04 | Phase 1 (v1.0) | Complete |
| DSGN-05 | Phase 1 (v1.0) | Complete |
| FIX-02 | Phase 1 (v1.0) | Complete |
| AUTH-01 | Phase 2 (v1.0) | Complete |
| AUTH-02 | Phase 2 (v1.0) | Complete |
| AUTH-03 | Phase 2 (v1.0) | Complete |
| AUTH-04 | Phase 2 (v1.0) | Complete |
| NAV-01 | Phase 2 (v1.0) | Complete |
| NAV-02 | Phase 2 (v1.0) | Complete |
| NAV-03 | Phase 2 (v1.0) | Complete |
| NAV-04 | Phase 2 (v1.0) | Complete |
| IXTN-01 | Phase 3 (v1.0) | Complete |
| IXTN-02 | Phase 3 (v1.0) | Complete |
| IXTN-03 | Phase 3 (v1.0) | Complete |
| IXTN-05 | Phase 3 (v1.0) | Complete |
| STATE-01 | Phase 3 (v1.0) | Complete |
| STATE-02 | Phase 3 (v1.0) | Complete |
| STATE-03 | Phase 3 (v1.0) | Complete |
| IXTN-04 | Phase 4 (v1.0) | Complete |
| FIX-01 | Phase 4 (v1.0) | Complete |
| TMPL-01 | TBD | Pending |
| TMPL-02 | TBD | Pending |
| TMPL-03 | TBD | Pending |
| TMPL-04 | TBD | Pending |
| TMPL-05 | TBD | Pending |
| TMPL-06 | TBD | Pending |
| QADD-01 | TBD | Pending |
| QADD-02 | TBD | Pending |
| QADD-03 | TBD | Pending |
| LYOT-01 | TBD | Pending |
| LYOT-02 | TBD | Pending |
| LYOT-03 | TBD | Pending |
| LYOT-04 | TBD | Pending |
| LYOT-05 | TBD | Pending |
**Coverage:**
- v1 requirements: 23 total
- Mapped to phases: 23
- Unmapped: 0 ✓
- v1.0 requirements: 23 total (all complete)
- v1.1 requirements: 14 total
- Mapped to phases: 0
- Unmapped: 14 (pending roadmap creation)
---
*Requirements defined: 2026-03-11*
*Last updated: 2026-03-11 after roadmap creation*
*Last updated: 2026-03-12 after v1.1 milestone requirements*