SimpleFinanceDash/.planning/phases/07-setup-wizard/07-01-SUMMARY.md

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	01	frontend/setup-wizard	wizard ui state-management i18n	requires provides affects src/data/presets.ts src/lib/types.ts src/hooks/useAuth.ts src/hooks/useWizardState.ts src/pages/SetupPage.tsx src/components/setup/* src/i18n/en.json src/i18n/de.json	added patterns shadcn/checkbox localStorage-synced-state multi-step-wizard grouped-preset-checklist	created modified src/hooks/useWizardState.ts src/components/setup/WizardStepper.tsx src/components/setup/IncomeStep.tsx src/components/setup/AllocationBar.tsx src/components/setup/CategoryGroupHeader.tsx src/components/setup/PresetItemRow.tsx src/components/setup/RecurringItemsStep.tsx src/pages/SetupPage.tsx src/components/ui/checkbox.tsx src/i18n/en.json src/i18n/de.json	Profile fetched inline in SetupPage (same pattern as SettingsPage) since useAuth does not expose profile Used manual reduce for grouping PRESETS by type for broad browser compatibility	duration completed tasks_completed tasks_total files_created files_modified 178s 2026-04-20T19:06:36Z 2 2 9 2

Phase 07 Plan 01: Setup Wizard UI Shell Summary

LocalStorage-synced 3-step wizard with income input, grouped preset checklist (19 items), live allocation bar, and horizontal stepper navigation.

Commits

Task	Commit	Description
1	bbcb07f	useWizardState hook, i18n keys (EN+DE), shadcn checkbox
2	e141197	All 7 wizard UI components and SetupPage orchestrator

What Was Built

1. useWizardState hook - Manages wizard step, income, and item selections in localStorage keyed by userId. Validates JSON shape on load (T-07-01 mitigation). Bills and variable_expense items pre-checked by default.

2. WizardStepper - Horizontal 1-2-3 stepper with circles, connector lines, and step labels. Completed steps are clickable; future steps are disabled.

3. IncomeStep - Number input pre-filled with 3000, currency suffix from profile, helper text, and inline validation error display.

4. AllocationBar - Sticky bar showing remaining = income - sum(checked amounts). Green when positive, red (destructive) when negative. aria-live="polite" for screen readers.

5. CategoryGroupHeader - Colored dot + label + item count for each of the 6 category types.

6. PresetItemRow - Checkbox + preset name (i18n) + category badge with colored border + editable amount input (disabled when unchecked).

7. RecurringItemsStep - Groups all 19 PRESETS into 6 category sections with AllocationBar at top.

8. SetupPage - Page orchestrator: centered card layout (max-w-2xl), loads profile for currency, renders stepper + active step, handles Next/Back/Skip navigation with income validation.

i18n

All wizard copy added under setup.* namespace in both en.json and de.json (35 keys each). German translations use proper umlauts and natural phrasing.

Deviations from Plan

None - plan executed exactly as written.

Known Stubs

File	Line	Stub	Reason
src/pages/SetupPage.tsx	Step 3 content	"Review step coming in next plan" placeholder	Plan 02 will implement ReviewStep and completion logic
src/pages/SetupPage.tsx	Skip setup button	No-op onClick	Plan 02 will wire skip to mark setup_completed and redirect
src/pages/SetupPage.tsx	Complete button	Disabled, no handler	Plan 02 will implement completion sequence

These stubs are intentional -- Plan 02 explicitly owns the ReviewStep, completion logic, routing, and redirect.

Self-Check: PASSED