---
gsd_state_version: 1.0
milestone: v1.1
milestone_name: Usability and Templates
status: planning
stopped_at: Completed 06-template-frontend-and-workflow-replacement-02-PLAN.md
last_updated: "2026-03-12T12:13:58.556Z"
last_activity: 2026-03-12 — v1.1 roadmap created, Phases 5-8 defined
progress:
  total_phases: 8
  completed_phases: 6
  total_plans: 14
  completed_plans: 14
  percent: 0
---

# Project State

## Project Reference

See: .planning/PROJECT.md (updated 2026-03-12)

**Core value:** Opening the app should feel like opening a beautifully designed personal spreadsheet — clean pastel colors, clear data layout, approachable and visually delightful. The UI IS the product.
**Current focus:** Phase 5 — Template Data Model and API (ready to plan)

## Current Position

Phase: 5 of 8 (Template Data Model and API)
Plan: —
Status: Ready to plan
Last activity: 2026-03-12 — v1.1 roadmap created, Phases 5-8 defined

Progress: [░░░░░░░░░░] 0%

## Performance Metrics

**Velocity:**
- Total plans completed: 0 (v1.1)
- Average duration: -
- Total execution time: 0 hours

**By Phase:**

| Phase | Plans | Total | Avg/Plan |
|-------|-------|-------|----------|
| - | - | - | - |

**Recent Trend:**
- Last 5 plans: none yet
- Trend: -

*Updated after each plan completion*
| Phase 05-template-data-model-and-api P01 | 3 | 2 tasks | 4 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 P02 | 2min | 2 tasks | 9 files |

## Accumulated Context

### Decisions

Decisions are logged in PROJECT.md Key Decisions table.
Recent decisions affecting current work:

- [Phase 04]: formatCurrency third parameter defaults to 'en', replacing hardcoded 'de-DE'
- [Phase 04]: Custom Tooltip content renderer replicates ChartTooltipContent styling without importing shadcn source
- [Phase 03]: triggerFlash uses two separate state vars (flashRowId/errorRowId) — no race conditions between success and error states
- [Phase 03]: EmptyState is a shared component with all content as props — icon, heading, subtext, and optional CTA
- [Init v1.1]: Three-tier item model (fixed/variable/one-off) matches how users think about recurring vs one-time expenses
- [Phase 05-template-data-model-and-api]: New API-created budget items default to item_tier=one_off at the query layer
- [Phase 05-template-data-model-and-api]: Template creation is lazy: CreateTemplateItem upserts template via ON CONFLICT
- [Phase 05-template-data-model-and-api]: GenerateBudgetFromTemplate returns BudgetExistsError struct for structured 409 response
- [Phase 05-template-data-model-and-api]: PUT /items/reorder registered before PUT /items/{itemId} for correct chi static-before-param routing
- [Phase 05-template-data-model-and-api]: GenerateBudget returns 409 JSON with budget_id field using BudgetExistsError.ExistingBudgetID
- [Phase 06-template-frontend-and-workflow-replacement]: TemplatePage add form filters out already-added categories and renders amount input only for fixed tier
- [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]: BudgetSetup existingBudgets prop retained in signature for interface compatibility but unused after copy-from removal

### Pending Todos

None yet.

### Blockers/Concerns

- [Phase 5]: Need to confirm whether budget_items table already has any type/tag column before writing migration
- [Phase 5]: Template generation endpoint must handle the case where user has no template yet (return empty budget, not error)

## Session Continuity

Last session: 2026-03-12T12:10:58.018Z
Stopped at: Completed 06-template-frontend-and-workflow-replacement-02-PLAN.md
Resume file: None