---
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