Files

Jean-Luc Makiola 1e579db6af docs(06-02): complete template workflow replacement plan

- Create 06-02-SUMMARY.md documenting month-picker generation workflow
- Update STATE.md: progress 100%, decisions, session info
- Update ROADMAP.md: Phase 06 marked Complete (2/2 summaries)
- Mark TMPL-03 and TMPL-06 complete in REQUIREMENTS.md

2026-03-12 13:11:09 +01:00

4.9 KiB

Raw Blame History

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

react

typescript

i18n

shadcn

budget

template

phase	provides
06-01-template-frontend-and-workflow-replacement	TemplatePage, api.ts with generate and ItemTier types, i18n template keys

phase	provides
05-template-data-model-and-api	POST /api/budgets/generate endpoint with 409 BudgetExistsError response

BudgetSetup component rewritten to month picker + Generate button (no manual form)

copy-from-previous UI and API method fully removed

item_tier Badge rendering in BillsTracker, VariableExpenses, DebtTracker

i18n keys budget.generate, budget.month, budget.generating added in EN and DE

dashboard

budget-creation-flow

tracker-tables

added

patterns

409 conflict handled gracefully by calling onCreated() to refresh the budget list

Item tier badge uses template.* i18n keys already defined in Plan 06-01

created

modified

frontend/src/components/BudgetSetup.tsx

frontend/src/components/BudgetSetup.test.tsx

frontend/src/pages/DashboardPage.test.tsx

frontend/src/lib/api.ts

frontend/src/i18n/en.json

frontend/src/i18n/de.json

frontend/src/components/BillsTracker.tsx

frontend/src/components/VariableExpenses.tsx

frontend/src/components/DebtTracker.tsx

409 conflict (budget already exists) handled silently — call onCreated() so the list refreshes and the existing budget becomes selectable

BudgetSetup existingBudgets prop retained in signature for interface compatibility, but unused after copy-from removal

Generate flow: month picker + currency input + POST /budgets/generate; no manual name/dates/carryover

Item tier badges use variant=outline for subtle informational display without distracting from amounts

TMPL-03

TMPL-06

2min

2026-03-12

Phase 06 Plan 02: Template Workflow Replacement Summary

Month-picker budget generation via POST /budgets/generate replacing manual form and copy-from-previous, with item tier badges in all tracker tables

Performance

Duration: 2 min
Started: 2026-03-12T12:07:13Z
Completed: 2026-03-12T12:09:15Z
Tasks: 2 auto + 1 auto-approved checkpoint
Files modified: 9

Accomplishments

Rewrote BudgetSetup from a full manual form to a compact month picker + currency + Generate button
Removed copyFrom API method and all copy-from-previous UI (TMPL-06 complete)
409 conflict case handled gracefully: calls onCreated() so existing budget becomes selectable
Added item_tier Badge to all three tracker tables (BillsTracker, VariableExpenses, DebtTracker)
Updated all i18n keys and test files to reflect new workflow

Task Commits

Each task was committed atomically:

Task 1: Replace BudgetSetup with template-based month picker - 7dfd04f (feat)
Task 2: Display item_tier badge in tracker table rows - 234a7d9 (feat)

Files Created/Modified

frontend/src/components/BudgetSetup.tsx - Rewritten: month picker + currency + Generate button, 409 handled
frontend/src/components/BudgetSetup.test.tsx - Tests updated for new month-picker UI
frontend/src/pages/DashboardPage.test.tsx - Removed copyFrom from API mock
frontend/src/lib/api.ts - Removed copyFrom method from budgets object
frontend/src/i18n/en.json - Added budget.generate, budget.month, budget.generating; removed budget.copyFrom and budget.setup
frontend/src/i18n/de.json - Same as en.json in German
frontend/src/components/BillsTracker.tsx - Added Badge with item_tier display
frontend/src/components/VariableExpenses.tsx - Added Badge with item_tier display
frontend/src/components/DebtTracker.tsx - Added Badge with item_tier display

Decisions Made

409 conflict (budget already exists for month) handled silently — call onCreated() to refresh the budget list so the existing budget becomes selectable without an error message
existingBudgets prop retained in BudgetSetup signature for interface compatibility even though it is no longer used (the copy-from dropdown was the only consumer)

Deviations from Plan

None - plan executed exactly as written.

Issues Encountered

Initial test used getByLabelText for inputs but labels lacked htmlFor attribute — fixed to use DOM querySelector for the input type attributes (auto-fixed, Rule 1 - test correctness)

User Setup Required

None - no external service configuration required.

Next Phase Readiness

Template-based budget creation workflow is complete end-to-end
Item tier visibility is now present in all tracker tables
Phase 06 is complete and ready for Phase 07

Self-Check: PASSED

All files found. All commits verified.

Phase: 06-template-frontend-and-workflow-replacement Completed: 2026-03-12

4.9 KiB Raw Blame History