13 KiB
13 KiB
phase, plan, type, wave, depends_on, files_modified, autonomous, requirements, must_haves
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| 06-template-frontend-and-workflow-replacement | 02 | execute | 2 |
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Purpose: TMPL-03 requires auto-generating budgets from templates when navigating to a new month. TMPL-06 requires removing the old copy-from-previous flow entirely. Together these replace the legacy workflow with the new template system.
Output: Simplified budget creation flow using month picker + template generation, item tier visibility in trackers.
<execution_context> @/home/jean-luc-makiola/.claude/get-shit-done/workflows/execute-plan.md @/home/jean-luc-makiola/.claude/get-shit-done/templates/summary.md </execution_context>
@.planning/PROJECT.md @.planning/ROADMAP.md @.planning/STATE.md @.planning/phases/05-template-data-model-and-api/05-02-SUMMARY.md @.planning/phases/06-template-frontend-and-workflow-replacement/06-01-PLAN.mdFrom frontend/src/lib/api.ts (after Plan 01):
export type ItemTier = 'fixed' | 'variable' | 'one_off'
export interface BudgetItem {
// ... existing fields ...
item_tier: ItemTier
}
export const budgets = {
// ... existing methods ...
generate: (data: { month: string, currency: string }) =>
request<BudgetDetail>('/budgets/generate', { method: 'POST', body: JSON.stringify(data) }),
copyFrom: (id: string, srcId: string) => // TO BE REMOVED
request<BudgetDetail>(`/budgets/${id}/copy-from/${srcId}`, { method: 'POST' }),
}
From frontend/src/components/BudgetSetup.tsx (current):
interface Props {
existingBudgets: Budget[]
onCreated: () => void
onCancel: () => void
}
// Currently: manual form with name, dates, currency, carryover, copy-from-previous select
From backend API (Phase 5):
- POST /api/budgets/generate with { month: "2026-04", currency: "EUR" }
- Returns 201 with BudgetDetail (budget auto-named from locale month)
- Returns 409 with { error: "...", budget_id: "..." } if budget exists for that month
- If user has no template: creates empty budget with zero items
2. **Update `frontend/src/lib/api.ts`**:
- Remove the `copyFrom` method from the `budgets` object (TMPL-06: no more copy-from-previous)
3. **Update `frontend/src/pages/DashboardPage.tsx`**:
- No structural changes needed. The BudgetSetup component is already rendered when `showCreate` is true.
- The `handleBudgetCreated` callback already calls `fetchList()` which will pick up the newly generated budget.
4. **Update `frontend/src/components/BudgetSetup.test.tsx`**:
- Update test to reflect new month-picker UI instead of old manual form
- Remove any references to copyFrom mock
- Test that month input and currency input render
- Test that Generate button is present (not "Create")
5. **Update `frontend/src/pages/DashboardPage.test.tsx`**:
- Remove `copyFrom` from any budgets API mock objects
6. **Update i18n files** -- add to both en.json and de.json:
- EN: `"budget.generate": "Generate from Template"`, `"budget.month": "Month"`, `"budget.generating": "Generating..."`
- DE: `"budget.generate": "Aus Vorlage erstellen"`, `"budget.month": "Monat"`, `"budget.generating": "Wird erstellt..."`
- Remove `"budget.copyFrom"` key from both files (TMPL-06)
- Remove `"budget.setup"` key from both files (replaced by generate)
Note: The `item_tier` field is already on the `BudgetItem` interface (added in Plan 01). The backend already returns it. This task just makes it visible.
<success_criteria>
- Creating a budget uses month picker + template generation (not manual form)
- Copy-from-previous UI and API function are completely removed
- 409 conflict (budget already exists) is handled gracefully
- Item tier badges display on all tracker table rows
- All text is i18n-translated
- Existing tests updated to reflect new UI </success_criteria>