---
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*