SimpleFinanceDash/.planning/phases/06-template-frontend-and-workflow-replacement/06-01-SUMMARY.md

phase, plan, subsystem, tags, requires, provides, affects, tech-stack, key-files, key-decisions, patterns-established, requirements-completed, duration, completed

phase	plan	subsystem	tags	requires	provides	affects	tech-stack	key-files	key-decisions	patterns-established	requirements-completed	duration	completed
06-template-frontend-and-workflow-replacement	01	ui	react typescript shadcn-ui i18n react-i18next	phase provides 05-template-data-model-and-api Template REST API endpoints and TemplateItem/TemplateDetail models	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	06-template-frontend-and-workflow-replacement (remaining plans) DashboardPage (may reference item_tier on BudgetItem)	added patterns useTemplate hook pattern (fetch template + categories, expose CRUD ops, refetch after mutations) Reorder via swap of sort_order values between adjacent items	created modified frontend/src/hooks/useTemplate.ts frontend/src/pages/TemplatePage.tsx frontend/src/lib/api.ts frontend/src/components/AppLayout.tsx frontend/src/App.tsx frontend/src/i18n/en.json frontend/src/i18n/de.json	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	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)	TMPL-05	2min	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