Jean-Luc Makiola
8e70aa3678
- Created 07-02-SUMMARY.md documenting all changes and decisions - Updated STATE.md: progress 100%, decisions, session info - Updated ROADMAP.md: phase 07 marked Complete (2/2 summaries)
101 lines
4.7 KiB
Markdown
101 lines
4.7 KiB
Markdown
---
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gsd_state_version: 1.0
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milestone: v1.1
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milestone_name: Usability and Templates
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status: planning
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stopped_at: Completed 07-quick-add-library-02-PLAN.md
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last_updated: "2026-03-12T12:40:40.398Z"
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last_activity: 2026-03-12 — v1.1 roadmap created, Phases 5-8 defined
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progress:
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total_phases: 8
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completed_phases: 7
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total_plans: 16
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completed_plans: 16
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percent: 0
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---
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# Project State
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## Project Reference
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See: .planning/PROJECT.md (updated 2026-03-12)
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**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.
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**Current focus:** Phase 5 — Template Data Model and API (ready to plan)
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## Current Position
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Phase: 5 of 8 (Template Data Model and API)
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Plan: —
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Status: Ready to plan
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Last activity: 2026-03-12 — v1.1 roadmap created, Phases 5-8 defined
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Progress: [░░░░░░░░░░] 0%
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## Performance Metrics
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**Velocity:**
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- Total plans completed: 0 (v1.1)
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- Average duration: -
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- Total execution time: 0 hours
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**By Phase:**
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| Phase | Plans | Total | Avg/Plan |
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|-------|-------|-------|----------|
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| - | - | - | - |
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**Recent Trend:**
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- Last 5 plans: none yet
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- Trend: -
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*Updated after each plan completion*
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| Phase 05-template-data-model-and-api P01 | 3 | 2 tasks | 4 files |
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| Phase 05-template-data-model-and-api P02 | 1min | 2 tasks | 2 files |
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| Phase 06-template-frontend-and-workflow-replacement P01 | 2min | 2 tasks | 7 files |
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| Phase 06-template-frontend-and-workflow-replacement P02 | 2min | 2 tasks | 9 files |
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| Phase 07-quick-add-library P01 | 1min | 2 tasks | 5 files |
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| Phase 07-quick-add-library P02 | 5min | 2 tasks | 9 files |
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## Accumulated Context
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### Decisions
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Decisions are logged in PROJECT.md Key Decisions table.
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Recent decisions affecting current work:
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- [Phase 04]: formatCurrency third parameter defaults to 'en', replacing hardcoded 'de-DE'
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- [Phase 04]: Custom Tooltip content renderer replicates ChartTooltipContent styling without importing shadcn source
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- [Phase 03]: triggerFlash uses two separate state vars (flashRowId/errorRowId) — no race conditions between success and error states
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- [Phase 03]: EmptyState is a shared component with all content as props — icon, heading, subtext, and optional CTA
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- [Init v1.1]: Three-tier item model (fixed/variable/one-off) matches how users think about recurring vs one-time expenses
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- [Phase 05-template-data-model-and-api]: New API-created budget items default to item_tier=one_off at the query layer
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- [Phase 05-template-data-model-and-api]: Template creation is lazy: CreateTemplateItem upserts template via ON CONFLICT
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- [Phase 05-template-data-model-and-api]: GenerateBudgetFromTemplate returns BudgetExistsError struct for structured 409 response
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- [Phase 05-template-data-model-and-api]: PUT /items/reorder registered before PUT /items/{itemId} for correct chi static-before-param routing
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- [Phase 05-template-data-model-and-api]: GenerateBudget returns 409 JSON with budget_id field using BudgetExistsError.ExistingBudgetID
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- [Phase 06-template-frontend-and-workflow-replacement]: TemplatePage add form filters out already-added categories and renders amount input only for fixed tier
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- [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
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- [Phase 06-template-frontend-and-workflow-replacement]: 409 conflict on budget generate handled silently — call onCreated() so existing budget becomes selectable
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- [Phase 06-template-frontend-and-workflow-replacement]: BudgetSetup existingBudgets prop retained in signature for interface compatibility but unused after copy-from removal
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- [Phase 07-quick-add-library]: sort_order auto-incremented via subquery at INSERT time so client doesn't need to track current max
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- [Phase 07-quick-add-library]: ListQuickAddItems initializes empty slice (not nil) so API always returns [] not null
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- [Phase 07-quick-add-library]: UpdateQuickAddItem returns 404 via pgx.ErrNoRows check when no row matches id+user_id
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- [Phase 07-quick-add-library]: QuickAddPicker uses DropdownMenu instead of Popover — Popover not in available shadcn/ui components
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- [Phase 07-quick-add-library]: QuickAddPicker find-or-create category: case-insensitive name match first, then create variable_expense if not found
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### Pending Todos
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None yet.
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### Blockers/Concerns
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- [Phase 5]: Need to confirm whether budget_items table already has any type/tag column before writing migration
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- [Phase 5]: Template generation endpoint must handle the case where user has no template yet (return empty budget, not error)
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## Session Continuity
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Last session: 2026-03-12T12:40:40.397Z
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Stopped at: Completed 07-quick-add-library-02-PLAN.md
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Resume file: None
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