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SimpleFinanceDash/.planning/STATE.md

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---
gsd_state_version: 1.0
milestone: v1.1
milestone_name: Usability and Templates
status: planning
stopped_at: Phase 5 context gathered
last_updated: "2026-03-12T10:54:48.549Z"
last_activity: 2026-03-12 — v1.1 roadmap created, Phases 5-8 defined
progress:
total_phases: 8
completed_phases: 4
total_plans: 10
completed_plans: 10
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*
## 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
### 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: 2026-03-12T10:54:48.547Z
Stopped at: Phase 5 context gathered
Resume file: .planning/phases/05-template-data-model-and-api/05-CONTEXT.md