SimpleFinanceDash/.planning/STATE.md

gsd_state_version, milestone, milestone_name, status, stopped_at, last_updated, last_activity, progress

gsd_state_version	milestone	milestone_name	status	stopped_at	last_updated	last_activity	progress
1.0	v1.1	Usability and Templates	planning	Completed 07-quick-add-library-02-PLAN.md	2026-03-12T12:44:43.371Z	2026-03-12 — v1.1 roadmap created, Phases 5-8 defined	total_phases completed_phases total_plans completed_plans percent 8 7 16 16 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 | | Phase 07-quick-add-library P01 | 1min | 2 tasks | 5 files | | Phase 07-quick-add-library P02 | 5min | 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
• [Phase 07-quick-add-library]: sort_order auto-incremented via subquery at INSERT time so client doesn't need to track current max
• [Phase 07-quick-add-library]: ListQuickAddItems initializes empty slice (not nil) so API always returns [] not null
• [Phase 07-quick-add-library]: UpdateQuickAddItem returns 404 via pgx.ErrNoRows check when no row matches id+user_id
• [Phase 07-quick-add-library]: QuickAddPicker uses DropdownMenu instead of Popover — Popover not in available shadcn/ui components
• [Phase 07-quick-add-library]: QuickAddPicker find-or-create category: case-insensitive name match first, then create variable_expense if not found

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: 2026-03-12T12:40:40.397Z Stopped at: Completed 07-quick-add-library-02-PLAN.md Resume file: None