SimpleFinanceDash/.planning/phases/05-template-data-model-and-api/05-VERIFICATION.md

phase, verified, status, score, re_verification

phase	verified	status	score	re_verification
05-template-data-model-and-api	2026-03-12T12:00:00Z	passed	21/21 must-haves verified	false

Phase 5: Template Data Model and API Verification Report

Phase Goal: The backend has a first-class template system — new DB tables, migrations, and REST endpoints — that lets the app store user templates, classify items by tier, and generate budgets from templates programmatically Verified: 2026-03-12 Status: PASSED Re-verification: No — initial verification

Goal Achievement

Observable Truths (Plan 01)

#	Truth	Status	Evidence
1	budget_items table has an item_tier column with values fixed, variable, one_off	VERIFIED	002_templates.sql line 3: ALTER TABLE budget_items ADD COLUMN item_tier item_tier NOT NULL DEFAULT 'fixed'; enum defined on line 1
2	templates table exists with one-per-user constraint	VERIFIED	002_templates.sql lines 5-13: CREATE TABLE templates + CREATE UNIQUE INDEX idx_templates_user_id ON templates (user_id)
3	template_items table excludes one_off via CHECK constraint	VERIFIED	002_templates.sql line 24: CONSTRAINT chk_template_items_no_one_off CHECK (item_tier IN ('fixed', 'variable'))
4	Template and TemplateItem Go structs exist with JSON tags	VERIFIED	models/models.go lines 99-124: Template, TemplateItem, TemplateDetail structs, all fields have json tags
5	Query functions exist for template CRUD and budget generation from template	VERIFIED	db/queries.go: GetTemplate (377), UpdateTemplateName (415), CreateTemplateItem (432), UpdateTemplateItem (467), DeleteTemplateItem (493), ReorderTemplateItems (501), GenerateBudgetFromTemplate (558)
6	GetBudgetWithItems returns item_tier in budget item rows	VERIFIED	db/queries.go line 251: bi.item_tier in SELECT; line 266: &i.ItemTier in Scan
7	CreateBudgetItem and UpdateBudgetItem accept item_tier parameter	VERIFIED	db/queries.go line 337: itemTier models.ItemTier param on CreateBudgetItem; line 354: same on UpdateBudgetItem

Observable Truths (Plan 02)

#	Truth	Status	Evidence
8	GET /api/template returns template with items (or empty if none exists)	VERIFIED	router.go line 65: r.Get("/", h.GetTemplate); handlers.go line 456: GetTemplate calls queries.GetTemplate which returns empty TemplateDetail on pgx.ErrNoRows
9	PUT /api/template updates template name	VERIFIED	router.go line 66: r.Put("/", h.UpdateTemplateName); handlers.go line 466: UpdateTemplateName handler implemented
10	POST /api/template/items adds item and auto-creates template	VERIFIED	router.go line 67: r.Post("/items", h.CreateTemplateItem); db/queries.go line 435: ON CONFLICT (user_id) DO UPDATE implements lazy creation
11	PUT /api/template/items/{itemId} updates a template item	VERIFIED	router.go line 69: r.Put("/items/{itemId}", h.UpdateTemplateItem); handlers.go line 518
12	DELETE /api/template/items/{itemId} removes a template item	VERIFIED	router.go line 70: r.Delete("/items/{itemId}", h.DeleteTemplateItem); handlers.go line 557
13	PUT /api/template/items/reorder batch-updates sort order	VERIFIED	router.go line 68: r.Put("/items/reorder", h.ReorderTemplateItems) — registered BEFORE {itemId} to prevent routing conflict; handlers.go line 572
14	POST /api/budgets/generate creates budget from template or returns 409 if exists	VERIFIED	router.go line 53: r.Post("/generate", h.GenerateBudget) placed before /{id} routes; handlers.go line 603: errors.As checks BudgetExistsError, returns 409 with budget_id
15	POST /api/budgets/{id}/items accepts optional item_tier field	VERIFIED	handlers.go line 389: ItemTier models.ItemTier in CreateBudgetItem request struct
16	PUT /api/budgets/{id}/items/{itemId} accepts optional item_tier field	VERIFIED	handlers.go line 421: ItemTier models.ItemTier in UpdateBudgetItem request struct
17	GET /api/budgets/{id} returns item_tier in each budget item	VERIFIED	models/models.go line 69: ItemTier ItemTier json:"item_tier" on BudgetItem; GetBudgetWithItems scans it
18	One-off items cannot be added to templates (rejected by DB CHECK)	VERIFIED	DB-level: migration CHECK constraint; handler-level defense: handlers.go lines 497-504 reject one_off with 400

Score: 18/18 plan truths verified

Required Artifacts

Artifact	Expected	Status	Details
backend/migrations/002_templates.sql	item_tier enum, templates table, template_items table, item_tier column on budget_items	VERIFIED	28 lines, all four schema elements present and syntactically correct
backend/internal/models/models.go	ItemTier type, Template struct, TemplateItem struct, updated BudgetItem	VERIFIED	ItemTier type + 3 constants (lines 21-27), BudgetItem.ItemTier (line 69), Template (99-105), TemplateItem (107-119), TemplateDetail (121-124)
backend/internal/db/queries.go	Template query functions, updated budget item queries with item_tier	VERIFIED	All 7 template functions present (lines 377-668), BudgetExistsError struct (lines 16-25), item_tier in all budget item queries
backend/internal/api/handlers.go	Template handlers, Generate handler, updated budget item handlers	VERIFIED	7 new handler methods (lines 456-637), CreateBudgetItem/UpdateBudgetItem updated with ItemTier
backend/internal/api/router.go	/api/template routes and /api/budgets/generate route	VERIFIED	/api/template route group (lines 64-71), /api/budgets/generate (line 53)

Key Link Verification

From	To	Via	Status	Details
db/queries.go	models/models.go	Template/TemplateItem struct usage in query returns	VERIFIED	models.Template used at lines 378, 416; models.TemplateItem at 445, 468; models.TemplateDetail at 377, 384, 412
migrations/002_templates.sql	db/queries.go	SQL column names match Scan field order for item_tier	VERIFIED	item_tier appears in SELECT/INSERT/UPDATE/RETURNING clauses; Scan order matches SELECT order in GetBudgetWithItems and GetTemplate
api/handlers.go	db/queries.go	h.queries.GetTemplate, h.queries.GenerateBudgetFromTemplate	VERIFIED	GetTemplate called at line 458, GenerateBudgetFromTemplate at line 623, CreateTemplateItem at line 510
api/router.go	api/handlers.go	route registration to handler methods	VERIFIED	h.GetTemplate at line 65, h.GenerateBudget at line 53

Requirements Coverage

Requirement	Source Plan	Description	Status	Evidence
TMPL-01	05-01, 05-02	User can tag a budget item as fixed, variable, or one-off when creating or editing it	SATISFIED	ItemTier on BudgetItem model; CreateBudgetItem/UpdateBudgetItem handlers accept item_tier field; GET budget returns item_tier per item
TMPL-02	05-01, 05-02	User can define a monthly budget template containing fixed items (with amounts) and variable items (category only)	SATISFIED	templates + template_items tables with CHECK (no one_off); full CRUD API under /api/template; lazy template creation; reorder endpoint
TMPL-04	05-01, 05-02	One-off items are not carried forward to new months	SATISFIED	DB-level: CHECK constraint on template_items prevents one_off; GenerateBudgetFromTemplate only reads template_items (which cannot contain one_off); handler-level validation at lines 497-504

Orphaned requirements check: REQUIREMENTS.md traceability table maps TMPL-01, TMPL-02, TMPL-04 to Phase 5. No other requirements are mapped to Phase 5. No orphaned requirements.

Anti-Patterns Found

No anti-patterns found.

• No TODO/FIXME/PLACEHOLDER comments in any phase-modified Go files
• No empty return stubs in template or budget-generation code
• No unimplemented handlers (all 7 template handlers have real logic)
• Note: OIDCStart and OIDCCallback handlers return 501 "not configured" — these are pre-existing stubs from an earlier phase, not introduced by Phase 5

Human Verification Required

None required. All observable truths for this phase (backend data model and API) are fully verifiable by static code inspection and go build/go vet.

Gaps Summary

No gaps. All must-haves verified.

---

Verification Notes

go build ./... result: Exit 0 — full backend compiles cleanly.

go vet ./... result: Exit 0 — no issues.

Route ordering confirmed: In router.go, PUT /items/reorder (line 68) is registered before PUT /items/{itemId} (line 69). In the /api/budgets group, POST /generate (line 53) is registered before GET /{id} (line 54). Both orderings prevent chi treating static path segments as parameterized values.

BudgetExistsError wiring confirmed: db.BudgetExistsError struct defined in db/queries.go with ExistingBudgetID uuid.UUID field. Handler uses errors.As(err, &budgetExistsErr) and reads budgetExistsErr.ExistingBudgetID — the field name matches exactly.

Lazy template creation confirmed: CreateTemplateItem uses INSERT INTO templates (user_id) VALUES ($1) ON CONFLICT (user_id) DO UPDATE SET updated_at = now() RETURNING id — template is created automatically on first item add.

Empty template return confirmed: GetTemplate returns &models.TemplateDetail{Items: []models.TemplateItem{}} (not nil, not an error) when no template row exists, allowing the frontend to render an empty state without special error handling.

---

Verified: 2026-03-12 Verifier: Claude (gsd-verifier)