From 7b336aee0e45cb3833340774292b9faba20f22bd Mon Sep 17 00:00:00 2001
From: Jean-Luc Makiola <business@jeanlucmakiola.de>
Date: Mon, 20 Apr 2026 21:11:45 +0200
Subject: [PATCH] docs(07-02): complete setup wizard completion and routing
 plan

- SUMMARY.md with execution results and deviation documentation
---
 .../phases/07-setup-wizard/07-02-SUMMARY.md   | 74 +++++++++++++++++++
 1 file changed, 74 insertions(+)
 create mode 100644 .planning/phases/07-setup-wizard/07-02-SUMMARY.md

diff --git a/.planning/phases/07-setup-wizard/07-02-SUMMARY.md b/.planning/phases/07-setup-wizard/07-02-SUMMARY.md
new file mode 100644
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+---
+phase: 07-setup-wizard
+plan: 02
+subsystem: frontend/setup-wizard
+tags: [wizard, completion, routing, first-run-redirect]
+dependency_graph:
+  requires: [src/hooks/useWizardState.ts, src/hooks/useCategories.ts, src/hooks/useTemplate.ts, src/hooks/useFirstRunState.ts, src/data/presets.ts]
+  provides: [src/components/setup/ReviewStep.tsx, /setup route, first-run redirect]
+  affects: [src/pages/SetupPage.tsx, src/App.tsx, src/pages/DashboardPage.tsx]
+tech_stack:
+  added: []
+  patterns: [wizard-completion-flow, category-dedup-on-constraint, query-invalidation-before-redirect]
+key_files:
+  created:
+    - src/components/setup/ReviewStep.tsx
+  modified:
+    - src/pages/SetupPage.tsx
+    - src/App.tsx
+    - src/pages/DashboardPage.tsx
+decisions:
+  - "Moved hook calls above early returns in DashboardPage to comply with React rules of hooks"
+  - "Skip on step 3 calls same handleSkipSetup as global skip (per UI-SPEC)"
+metrics:
+  duration: 145s
+  completed: 2026-04-20T19:10:45Z
+  tasks_completed: 2
+  tasks_total: 2
+  files_created: 1
+  files_modified: 3
+---
+
+# Phase 07 Plan 02: Setup Wizard Completion and Routing Summary
+
+ReviewStep with grouped read-only summary, wizard completion logic (category + template item creation with duplicate handling), skip flow, /setup route registration, and first-run redirect from dashboard.
+
+## Commits
+
+| Task | Commit | Description |
+|------|--------|-------------|
+| 1 | 396d342 | ReviewStep component and wizard completion/skip logic |
+| 2 | 6b75f14 | Register /setup route and add first-run redirect |
+
+## What Was Built
+
+1. **ReviewStep** - Read-only summary component showing income, grouped checked items by category type, total expenses, and remaining balance. Uses Intl.NumberFormat for currency formatting. Remaining is colored green (text-on-budget) when positive, red (text-destructive) when negative.
+
+2. **Wizard Completion Logic** - handleComplete creates one category per needed type (handles 23505 duplicate constraint), creates template items for all checked presets, marks profiles.setup_completed=true, clears localStorage wizard state, invalidates React Query cache, shows toast, and redirects to dashboard.
+
+3. **Skip Flow** - handleSkipSetup clears localStorage, marks setup_completed=true without creating any data, and redirects to dashboard.
+
+4. **Double-submit Prevention** - `completing` state disables all buttons during API calls (T-07-04 mitigation).
+
+5. **/setup Route** - Registered in App.tsx as a protected standalone page (inside ProtectedRoute, outside AppLayout). Unauthenticated users are redirected to /login (T-07-06 mitigation).
+
+6. **First-run Redirect** - DashboardPage uses useFirstRunState to detect users with no categories/template items and redirects them to /setup. Shows DashboardSkeleton during loading.
+
+7. **Redirect Loop Prevention** - Query invalidation for ["categories"] and ["template-items"] after completion ensures useFirstRunState reads fresh data showing isFirstRun=false (T-07-07 mitigation).
+
+## Deviations from Plan
+
+### Auto-fixed Issues
+
+**1. [Rule 1 - Bug] Fixed React hooks rule violation in DashboardPage**
+- **Found during:** Task 2
+- **Issue:** Plan instructed placing early returns before useMonthParam/useBudgets calls, which violates React rules of hooks (hooks cannot be called conditionally)
+- **Fix:** Moved all hook calls (useMonthParam, useBudgets, useMemo) above the early return statements
+- **Files modified:** src/pages/DashboardPage.tsx
+- **Commit:** 6b75f14
+
+## Known Stubs
+
+None - all stubs from Plan 01 have been resolved.
+
+## Self-Check: PASSED