---
phase: 06-template-frontend-and-workflow-replacement
plan: 01
subsystem: ui
tags: [react, typescript, shadcn-ui, i18n, react-i18next]

# Dependency graph
requires:
  - phase: 05-template-data-model-and-api
    provides: Template REST API endpoints and TemplateItem/TemplateDetail models

provides:
  - Template management page at /template with add/remove/reorder for template items
  - useTemplate hook with full CRUD operations
  - Template API client functions (get, addItem, updateItem, deleteItem, reorder)
  - generate function on budgets API object for POST /budgets/generate
  - ItemTier type and TemplateItem/TemplateDetail interfaces in api.ts

affects:
  - 06-template-frontend-and-workflow-replacement (remaining plans)
  - DashboardPage (may reference item_tier on BudgetItem)

# Tech tracking
tech-stack:
  added: []
  patterns:
    - useTemplate hook pattern (fetch template + categories, expose CRUD ops, refetch after mutations)
    - Reorder via swap of sort_order values between adjacent items

key-files:
  created:
    - frontend/src/hooks/useTemplate.ts
    - frontend/src/pages/TemplatePage.tsx
  modified:
    - frontend/src/lib/api.ts
    - frontend/src/components/AppLayout.tsx
    - frontend/src/App.tsx
    - frontend/src/i18n/en.json
    - frontend/src/i18n/de.json

key-decisions:
  - "TemplatePage add form filters out already-added categories from the category select"
  - "Tier select only shows fixed and variable (one_off excluded per spec)"
  - "Amount input only rendered when tier is fixed"
  - "Reorder swaps sort_order values between the two affected items, sends full item list to reorder endpoint"

patterns-established:
  - "Add form pattern: filtered category select + tier select + conditional amount input in a flex-wrap row"
  - "Pastel gradient header: bg-gradient-to-r from-violet-50 to-indigo-50 (matches BudgetSetup)"

requirements-completed: [TMPL-05]

# Metrics
duration: 2min
completed: 2026-03-12
---

# Phase 6 Plan 1: Template Frontend Summary

**React template management page with add/remove/reorder for fixed and variable budget template items, wired to Phase 5 REST API via useTemplate hook**

## Performance

- **Duration:** 2 min
- **Started:** 2026-03-12T12:02:45Z
- **Completed:** 2026-03-12T12:05:08Z
- **Tasks:** 2
- **Files modified:** 7

## Accomplishments
- Template API client functions and TypeScript interfaces added to api.ts (ItemTier, TemplateItem, TemplateDetail, template object, budgets.generate)
- useTemplate hook encapsulating fetch + CRUD + reorder logic
- TemplatePage with add form (category/tier/amount), sortable items table with tier badges, and empty state
- Sidebar nav item for Template added between Categories and Settings
- /template route registered in App.tsx
- EN and DE i18n translations for all template UI text

## Task Commits

Each task was committed atomically:

1. **Task 1: API client extensions and useTemplate hook** - `0af9431` (feat)
2. **Task 2: TemplatePage, routing, navigation, and i18n** - `924e01c` (feat)

**Plan metadata:** (docs commit follows)

## Files Created/Modified
- `frontend/src/lib/api.ts` - Added ItemTier type, TemplateItem/TemplateDetail interfaces, template API object, budgets.generate, item_tier on BudgetItem
- `frontend/src/hooks/useTemplate.ts` - useTemplate hook with addItem, removeItem, moveItem, updateItem, refetch
- `frontend/src/pages/TemplatePage.tsx` - Template management page with add form, items table, empty state, loading skeleton
- `frontend/src/components/AppLayout.tsx` - Added FileText icon and Template nav item
- `frontend/src/App.tsx` - Added TemplatePage import and /template route
- `frontend/src/i18n/en.json` - Added nav.template and template.* keys
- `frontend/src/i18n/de.json` - Added nav.template and template.* keys (German)

## Decisions Made
- Categories already in the template are filtered from the add form's category select to prevent duplicates
- Amount input is conditionally rendered only for tier=fixed, keeping the form clean for variable items
- Reorder swaps sort_order values between adjacent items and sends the updated full list to PUT /template/items/reorder

## Deviations from Plan

### Auto-fixed Issues

**1. [Rule 1 - Bug] Removed unused TemplateItem import in useTemplate hook**
- **Found during:** Task 2 verification (build step)
- **Issue:** TypeScript strict mode flagged TemplateItem as declared but never read
- **Fix:** Removed unused import from useTemplate.ts
- **Files modified:** frontend/src/hooks/useTemplate.ts
- **Verification:** bun run build succeeded
- **Committed in:** 924e01c (Task 2 commit)

---

**Total deviations:** 1 auto-fixed (1 unused import removal)
**Impact on plan:** Trivial fix required for clean build. No scope changes.

## Issues Encountered
None beyond the unused import caught by the build step.

## User Setup Required
None - no external service configuration required.

## Next Phase Readiness
- Template management page fully functional, ready for plan 06-02
- useTemplate hook and API client are stable contracts for additional workflow features