91 lines
3.6 KiB
Markdown
91 lines
3.6 KiB
Markdown
---
|
|
gsd_state_version: 1.0
|
|
milestone: v1.1
|
|
milestone_name: Usability and Templates
|
|
status: planning
|
|
stopped_at: Completed 06-template-frontend-and-workflow-replacement-01-PLAN.md
|
|
last_updated: "2026-03-12T12:06:05.515Z"
|
|
last_activity: 2026-03-12 — v1.1 roadmap created, Phases 5-8 defined
|
|
progress:
|
|
total_phases: 8
|
|
completed_phases: 5
|
|
total_plans: 14
|
|
completed_plans: 13
|
|
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 |
|
|
|
|
## 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
|
|
|
|
### 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: 2026-03-12T12:06:05.513Z
|
|
Stopped at: Completed 06-template-frontend-and-workflow-replacement-01-PLAN.md
|
|
Resume file: None
|