docs(06-02): complete template workflow replacement plan

- Create 06-02-SUMMARY.md documenting month-picker generation workflow - Update STATE.md: progress 100%, decisions, session info - Update ROADMAP.md: Phase 06 marked Complete (2/2 summaries) - Mark TMPL-03 and TMPL-06 complete in REQUIREMENTS.md
2026-03-12 13:11:09 +01:00
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+---
+phase: 06-template-frontend-and-workflow-replacement
+plan: "02"
+subsystem: ui
+tags: [react, typescript, i18n, shadcn, budget, template]
+
+# Dependency graph
+requires:
+  - phase: 06-01-template-frontend-and-workflow-replacement
+    provides: TemplatePage, api.ts with generate and ItemTier types, i18n template keys
+  - phase: 05-template-data-model-and-api
+    provides: POST /api/budgets/generate endpoint with 409 BudgetExistsError response
+
+provides:
+  - BudgetSetup component rewritten to month picker + Generate button (no manual form)
+  - copy-from-previous UI and API method fully removed
+  - item_tier Badge rendering in BillsTracker, VariableExpenses, DebtTracker
+  - i18n keys budget.generate, budget.month, budget.generating added in EN and DE
+
+affects: [dashboard, budget-creation-flow, tracker-tables]
+
+# Tech tracking
+tech-stack:
+  added: []
+  patterns:
+    - "409 conflict handled gracefully by calling onCreated() to refresh the budget list"
+    - "Item tier badge uses template.* i18n keys already defined in Plan 06-01"
+
+key-files:
+  created: []
+  modified:
+    - frontend/src/components/BudgetSetup.tsx
+    - frontend/src/components/BudgetSetup.test.tsx
+    - frontend/src/pages/DashboardPage.test.tsx
+    - frontend/src/lib/api.ts
+    - frontend/src/i18n/en.json
+    - frontend/src/i18n/de.json
+    - frontend/src/components/BillsTracker.tsx
+    - frontend/src/components/VariableExpenses.tsx
+    - frontend/src/components/DebtTracker.tsx
+
+key-decisions:
+  - "409 conflict (budget already exists) handled silently — call onCreated() so the list refreshes and the existing budget becomes selectable"
+  - "BudgetSetup existingBudgets prop retained in signature for interface compatibility, but unused after copy-from removal"
+
+patterns-established:
+  - "Generate flow: month picker + currency input + POST /budgets/generate; no manual name/dates/carryover"
+  - "Item tier badges use variant=outline for subtle informational display without distracting from amounts"
+
+requirements-completed: [TMPL-03, TMPL-06]
+
+# Metrics
+duration: 2min
+completed: 2026-03-12
+---
+
+# Phase 06 Plan 02: Template Workflow Replacement Summary
+
+**Month-picker budget generation via POST /budgets/generate replacing manual form and copy-from-previous, with item tier badges in all tracker tables**
+
+## Performance
+
+- **Duration:** 2 min
+- **Started:** 2026-03-12T12:07:13Z
+- **Completed:** 2026-03-12T12:09:15Z
+- **Tasks:** 2 auto + 1 auto-approved checkpoint
+- **Files modified:** 9
+
+## Accomplishments
+
+- Rewrote BudgetSetup from a full manual form to a compact month picker + currency + Generate button
+- Removed copyFrom API method and all copy-from-previous UI (TMPL-06 complete)
+- 409 conflict case handled gracefully: calls onCreated() so existing budget becomes selectable
+- Added item_tier Badge to all three tracker tables (BillsTracker, VariableExpenses, DebtTracker)
+- Updated all i18n keys and test files to reflect new workflow
+
+## Task Commits
+
+Each task was committed atomically:
+
+1. **Task 1: Replace BudgetSetup with template-based month picker** - `7dfd04f` (feat)
+2. **Task 2: Display item_tier badge in tracker table rows** - `234a7d9` (feat)
+
+## Files Created/Modified
+
+- `frontend/src/components/BudgetSetup.tsx` - Rewritten: month picker + currency + Generate button, 409 handled
+- `frontend/src/components/BudgetSetup.test.tsx` - Tests updated for new month-picker UI
+- `frontend/src/pages/DashboardPage.test.tsx` - Removed copyFrom from API mock
+- `frontend/src/lib/api.ts` - Removed copyFrom method from budgets object
+- `frontend/src/i18n/en.json` - Added budget.generate, budget.month, budget.generating; removed budget.copyFrom and budget.setup
+- `frontend/src/i18n/de.json` - Same as en.json in German
+- `frontend/src/components/BillsTracker.tsx` - Added Badge with item_tier display
+- `frontend/src/components/VariableExpenses.tsx` - Added Badge with item_tier display
+- `frontend/src/components/DebtTracker.tsx` - Added Badge with item_tier display
+
+## Decisions Made
+
+- 409 conflict (budget already exists for month) handled silently — call `onCreated()` to refresh the budget list so the existing budget becomes selectable without an error message
+- `existingBudgets` prop retained in BudgetSetup signature for interface compatibility even though it is no longer used (the copy-from dropdown was the only consumer)
+
+## Deviations from Plan
+
+None - plan executed exactly as written.
+
+## Issues Encountered
+
+- Initial test used `getByLabelText` for inputs but labels lacked `htmlFor` attribute — fixed to use DOM querySelector for the input type attributes (auto-fixed, Rule 1 - test correctness)
+
+## User Setup Required
+
+None - no external service configuration required.
+
+## Next Phase Readiness
+
+- Template-based budget creation workflow is complete end-to-end
+- Item tier visibility is now present in all tracker tables
+- Phase 06 is complete and ready for Phase 07
+
+## Self-Check: PASSED
+
+All files found. All commits verified.
+
+---
+*Phase: 06-template-frontend-and-workflow-replacement*
+*Completed: 2026-03-12*