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
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@@ -56,10 +56,10 @@ Requirements for this milestone. Each maps to roadmap phases.
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- [x] **TMPL-01**: User can tag a budget item as fixed, variable, or one-off when creating or editing it
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- [x] **TMPL-02**: User can define a monthly budget template containing fixed items (with amounts) and variable items (category only)
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- [ ] **TMPL-03**: Navigating to a month with no budget auto-generates one from the user's template (fixed items with amounts, variable items with blank amounts)
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- [x] **TMPL-03**: Navigating to a month with no budget auto-generates one from the user's template (fixed items with amounts, variable items with blank amounts)
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- [x] **TMPL-04**: One-off items are not carried forward to new months
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- [x] **TMPL-05**: User can manage their template on a dedicated page — add, remove, reorder fixed and variable items
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- [ ] **TMPL-06**: The "copy from previous month" feature is replaced by template-based generation
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- [x] **TMPL-06**: The "copy from previous month" feature is replaced by template-based generation
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### Quick-Add Library
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@@ -142,9 +142,9 @@ Which phases cover which requirements. Updated during roadmap creation.
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| TMPL-01 | Phase 5 (v1.1) | Complete |
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| TMPL-02 | Phase 5 (v1.1) | Complete |
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| TMPL-04 | Phase 5 (v1.1) | Complete |
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| TMPL-03 | Phase 6 (v1.1) | Pending |
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| TMPL-03 | Phase 6 (v1.1) | Complete |
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| TMPL-05 | Phase 6 (v1.1) | Complete |
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| TMPL-06 | Phase 6 (v1.1) | Pending |
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| TMPL-06 | Phase 6 (v1.1) | Complete |
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| QADD-01 | Phase 7 (v1.1) | Pending |
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| QADD-02 | Phase 7 (v1.1) | Pending |
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| QADD-03 | Phase 7 (v1.1) | Pending |
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@@ -106,7 +106,7 @@ Plans:
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2. The template management page lets the user add, remove, and reorder fixed and variable items without leaving the page
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3. When adding a budget item (fixed or variable), the user can tag it inline as fixed, variable, or one-off
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4. The "copy from previous month" button is no longer visible anywhere in the app
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**Plans:** 1/2 plans executed
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**Plans:** 2/2 plans complete
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Plans:
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- [ ] 06-01-PLAN.md — Template API client, useTemplate hook, TemplatePage with add/remove/reorder, routing and i18n
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@@ -153,6 +153,6 @@ Phases execute in numeric order: 1 -> 2 -> 3 -> 4 -> 5 -> 6 -> 7 -> 8
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| 3. Interaction Quality and Completeness | v1.0 | 4/4 | Complete | 2026-03-12 |
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| 4. Chart Polish and Bug Fixes | v1.0 | 2/2 | Complete | 2026-03-12 |
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| 5. Template Data Model and API | v1.1 | 2/2 | Complete | 2026-03-12 |
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| 6. Template Frontend and Workflow Replacement | 1/2 | In Progress| | - |
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| 6. Template Frontend and Workflow Replacement | 2/2 | Complete | 2026-03-12 | - |
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| 7. Quick-Add Library | v1.1 | 0/2 | Not started | - |
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| 8. Layout and Density Rethink | v1.1 | 0/2 | Not started | - |
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@@ -3,14 +3,14 @@ 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 06-template-frontend-and-workflow-replacement-01-PLAN.md
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last_updated: "2026-03-12T12:06:05.515Z"
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stopped_at: Completed 06-template-frontend-and-workflow-replacement-02-PLAN.md
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last_updated: "2026-03-12T12:10:58.020Z"
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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: 5
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completed_phases: 6
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total_plans: 14
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completed_plans: 13
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completed_plans: 14
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percent: 0
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---
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@@ -53,6 +53,7 @@ Progress: [░░░░░░░░░░] 0%
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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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## Accumulated Context
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@@ -73,6 +74,8 @@ Recent decisions affecting current work:
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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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### Pending Todos
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@@ -85,6 +88,6 @@ None yet.
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## Session Continuity
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Last session: 2026-03-12T12:06:05.513Z
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Stopped at: Completed 06-template-frontend-and-workflow-replacement-01-PLAN.md
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Last session: 2026-03-12T12:10:58.018Z
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Stopped at: Completed 06-template-frontend-and-workflow-replacement-02-PLAN.md
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Resume file: None
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@@ -0,0 +1,125 @@
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---
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phase: 06-template-frontend-and-workflow-replacement
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plan: "02"
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subsystem: ui
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tags: [react, typescript, i18n, shadcn, budget, template]
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# Dependency graph
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requires:
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- phase: 06-01-template-frontend-and-workflow-replacement
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provides: TemplatePage, api.ts with generate and ItemTier types, i18n template keys
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- phase: 05-template-data-model-and-api
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provides: POST /api/budgets/generate endpoint with 409 BudgetExistsError response
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provides:
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- BudgetSetup component rewritten to month picker + Generate button (no manual form)
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- copy-from-previous UI and API method fully removed
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- item_tier Badge rendering in BillsTracker, VariableExpenses, DebtTracker
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- i18n keys budget.generate, budget.month, budget.generating added in EN and DE
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affects: [dashboard, budget-creation-flow, tracker-tables]
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# Tech tracking
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tech-stack:
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added: []
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patterns:
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- "409 conflict handled gracefully by calling onCreated() to refresh the budget list"
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- "Item tier badge uses template.* i18n keys already defined in Plan 06-01"
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key-files:
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created: []
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modified:
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- frontend/src/components/BudgetSetup.tsx
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- frontend/src/components/BudgetSetup.test.tsx
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- frontend/src/pages/DashboardPage.test.tsx
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- frontend/src/lib/api.ts
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- frontend/src/i18n/en.json
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- frontend/src/i18n/de.json
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- frontend/src/components/BillsTracker.tsx
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- frontend/src/components/VariableExpenses.tsx
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- frontend/src/components/DebtTracker.tsx
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key-decisions:
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- "409 conflict (budget already exists) handled silently — call onCreated() so the list refreshes and the existing budget becomes selectable"
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- "BudgetSetup existingBudgets prop retained in signature for interface compatibility, but unused after copy-from removal"
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patterns-established:
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- "Generate flow: month picker + currency input + POST /budgets/generate; no manual name/dates/carryover"
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- "Item tier badges use variant=outline for subtle informational display without distracting from amounts"
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requirements-completed: [TMPL-03, TMPL-06]
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# Metrics
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duration: 2min
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completed: 2026-03-12
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---
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# Phase 06 Plan 02: Template Workflow Replacement Summary
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**Month-picker budget generation via POST /budgets/generate replacing manual form and copy-from-previous, with item tier badges in all tracker tables**
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## Performance
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- **Duration:** 2 min
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- **Started:** 2026-03-12T12:07:13Z
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- **Completed:** 2026-03-12T12:09:15Z
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- **Tasks:** 2 auto + 1 auto-approved checkpoint
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- **Files modified:** 9
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## Accomplishments
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- Rewrote BudgetSetup from a full manual form to a compact month picker + currency + Generate button
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- Removed copyFrom API method and all copy-from-previous UI (TMPL-06 complete)
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- 409 conflict case handled gracefully: calls onCreated() so existing budget becomes selectable
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- Added item_tier Badge to all three tracker tables (BillsTracker, VariableExpenses, DebtTracker)
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- Updated all i18n keys and test files to reflect new workflow
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## Task Commits
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Each task was committed atomically:
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1. **Task 1: Replace BudgetSetup with template-based month picker** - `7dfd04f` (feat)
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2. **Task 2: Display item_tier badge in tracker table rows** - `234a7d9` (feat)
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## Files Created/Modified
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- `frontend/src/components/BudgetSetup.tsx` - Rewritten: month picker + currency + Generate button, 409 handled
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- `frontend/src/components/BudgetSetup.test.tsx` - Tests updated for new month-picker UI
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- `frontend/src/pages/DashboardPage.test.tsx` - Removed copyFrom from API mock
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- `frontend/src/lib/api.ts` - Removed copyFrom method from budgets object
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- `frontend/src/i18n/en.json` - Added budget.generate, budget.month, budget.generating; removed budget.copyFrom and budget.setup
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- `frontend/src/i18n/de.json` - Same as en.json in German
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- `frontend/src/components/BillsTracker.tsx` - Added Badge with item_tier display
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- `frontend/src/components/VariableExpenses.tsx` - Added Badge with item_tier display
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- `frontend/src/components/DebtTracker.tsx` - Added Badge with item_tier display
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## Decisions Made
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- 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
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- `existingBudgets` prop retained in BudgetSetup signature for interface compatibility even though it is no longer used (the copy-from dropdown was the only consumer)
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## Deviations from Plan
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None - plan executed exactly as written.
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## Issues Encountered
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- 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)
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## User Setup Required
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None - no external service configuration required.
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## Next Phase Readiness
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- Template-based budget creation workflow is complete end-to-end
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- Item tier visibility is now present in all tracker tables
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- Phase 06 is complete and ready for Phase 07
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## Self-Check: PASSED
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All files found. All commits verified.
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---
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*Phase: 06-template-frontend-and-workflow-replacement*
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*Completed: 2026-03-12*
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