Files

Jean-Luc Makiola 7b336aee0e docs(07-02): complete setup wizard completion and routing plan

- SUMMARY.md with execution results and deviation documentation

2026-04-20 21:11:45 +02:00

3.5 KiB

Raw Blame History

phase, plan, subsystem, tags, dependency_graph, tech_stack, key_files, decisions, metrics

phase

plan

subsystem

tags

dependency_graph

tech_stack

key_files

decisions

metrics

07-setup-wizard

frontend/setup-wizard

wizard

completion

routing

first-run-redirect

requires

provides

affects

src/hooks/useWizardState.ts

src/hooks/useCategories.ts

src/hooks/useTemplate.ts

src/hooks/useFirstRunState.ts

src/data/presets.ts

src/components/setup/ReviewStep.tsx

/setup route

first-run redirect

src/pages/SetupPage.tsx

src/App.tsx

src/pages/DashboardPage.tsx

added

patterns

wizard-completion-flow

category-dedup-on-constraint

query-invalidation-before-redirect

created

modified

src/components/setup/ReviewStep.tsx

src/pages/SetupPage.tsx

src/App.tsx

src/pages/DashboardPage.tsx

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)

duration	completed	tasks_completed	tasks_total	files_created	files_modified
145s	2026-04-20T19:10:45Z	2	2	1	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

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.
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.
Skip Flow - handleSkipSetup clears localStorage, marks setup_completed=true without creating any data, and redirects to dashboard.
Double-submit Prevention - completing state disables all buttons during API calls (T-07-04 mitigation).
/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).
First-run Redirect - DashboardPage uses useFirstRunState to detect users with no categories/template items and redirects them to /setup. Shows DashboardSkeleton during loading.
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.

3.5 KiB Raw Blame History