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

phase, verified, status, score, re_verification, human_verification

phase	verified	status	score	re_verification	human_verification
06-template-frontend-and-workflow-replacement	2026-03-12T12:30:00Z	human_needed	13/13 must-haves verified	false	test expected why_human Navigate to /template in a running app and verify the page loads with the add form and items table Template page shows category select (fixed/variable only), conditional amount input, empty state or sorted items table with up/down reorder buttons Visual rendering and interactive behavior (add form, reorder, delete) cannot be verified programmatically test expected why_human On the Dashboard, click 'Create Budget' and verify the old manual form is gone A compact card appears with only a month input (<input type='month'>), a currency input, and a 'Generate from Template' button — no name field, no date range, no carryover, no copy-from dropdown Visual confirmation of removed fields and new form layout test expected why_human Select a month and click 'Generate from Template'; then try the same month again First attempt creates a budget and closes the form. Second attempt (409) silently refreshes the budget list and makes the existing budget selectable — no error thrown End-to-end budget generation via live API and 409 conflict-handling UX test expected why_human Open any existing budget on the Dashboard and inspect Bills Tracker, Variable Expenses, and Debt Tracker rows Each item row shows a small outline badge with the tier label: Fixed, Variable, or One-off Badge visibility depends on actual budget data with item_tier values returned by the backend

Phase 6: Template Frontend and Workflow Replacement — Verification Report

Phase Goal: Users can manage their template on a dedicated page, navigate to any month and get a budget auto-generated from their template, and the old "copy from previous month" flow is gone Verified: 2026-03-12T12:30:00Z Status: human_needed Re-verification: No — initial verification

Goal Achievement

Observable Truths

#	Truth	Status	Evidence
1	User can navigate to a Template page from the sidebar	VERIFIED	AppLayout.tsx L33: { path: '/template', label: t('nav.template'), icon: FileText } in navItems array
2	Template page shows current template items grouped by tier	VERIFIED	TemplatePage.tsx L154–218: table renders sortedItems with tier Badge per row; empty state shown when none
3	User can add a new item (category + tier, one_off excluded)	VERIFIED	TemplatePage.tsx L121–124: tier Select only exposes fixed and variable SelectItems; handleAdd calls addItem
4	User can remove an item from the template	VERIFIED	TemplatePage.tsx L206–212: Trash2 delete button calls removeItem(item.id)
5	User can reorder template items via move-up/move-down	VERIFIED	TemplatePage.tsx L168–187: ArrowUp/ArrowDown buttons call moveItem(item.id, 'up'/'down'); first/last item disabled
6	Clicking 'Create Budget' shows month picker, not old manual form	VERIFIED	BudgetSetup.tsx L16–60: only month (type="month") and currency inputs; no name/dates/carryover/copyFrom fields
7	Budget auto-generated via POST /api/budgets/generate	VERIFIED	BudgetSetup.tsx L24: await budgetsApi.generate({ month, currency }); key link confirmed
8	409 conflict handled gracefully	VERIFIED	BudgetSetup.tsx L27–29: catches ApiError with status === 409 and calls onCreated()
9	Copy-from-previous is gone everywhere	VERIFIED	grep copyFrom src/ returns zero matches; budgets object in api.ts has no copyFrom method
10	Item tier badge in BillsTracker	VERIFIED	BillsTracker.tsx L82–84: Badge renders t('template.{tier}') from item.item_tier
11	Item tier badge in VariableExpenses	VERIFIED	VariableExpenses.tsx L92–94: same Badge pattern as BillsTracker
12	Item tier badge in DebtTracker	VERIFIED	DebtTracker.tsx L82–84: same Badge pattern as BillsTracker
13	All UI text is i18n-translated (EN + DE)	VERIFIED	en.json and de.json both contain complete template.* and budget.generate/month/generating keys; budget.copyFrom and budget.setup absent from both files

Score: 13/13 truths verified

Required Artifacts

Artifact	Expected	Status	Details
frontend/src/lib/api.ts	Template API functions, generate, ItemTier, item_tier on BudgetItem	VERIFIED	ItemTier (L79), BudgetItem.item_tier (L87), template object (L153–165), budgets.generate (L138–139); no copyFrom
frontend/src/hooks/useTemplate.ts	useTemplate hook with CRUD + reorder	VERIFIED	Exports useTemplate, all five operations (addItem, removeItem, moveItem, updateItem, refetch), correct reorder-swap logic
frontend/src/pages/TemplatePage.tsx	Template management page	VERIFIED	Exports TemplatePage, substantive implementation with add form, items table, empty state, loading skeleton
frontend/src/components/AppLayout.tsx	Sidebar nav item for /template	VERIFIED	L33 adds Template between Categories and Settings
frontend/src/App.tsx	Route /template → TemplatePage	VERIFIED	L10 imports, L39 <Route path="/template" element={<TemplatePage />} />
frontend/src/components/BudgetSetup.tsx	Month-picker budget creation	VERIFIED	Rewritten to month+currency+Generate only; calls budgets.generate; 409 handled
frontend/src/pages/DashboardPage.tsx	Dashboard wired to BudgetSetup	VERIFIED	L6 imports BudgetSetup; L104 and L68 render it when showCreate is true
frontend/src/components/BillsTracker.tsx	Badge with item_tier	VERIFIED	L10 imports Badge, L82–84 renders tier badge
frontend/src/components/VariableExpenses.tsx	Badge with item_tier	VERIFIED	L11 imports Badge, L92–94 renders tier badge
frontend/src/components/DebtTracker.tsx	Badge with item_tier	VERIFIED	L10 imports Badge, L82–84 renders tier badge

Key Link Verification

From	To	Via	Status	Details
TemplatePage.tsx	/api/template	useTemplate hook	WIRED	L12 imports useTemplate; L22 destructures and uses it
AppLayout.tsx	/template	Link component in nav	WIRED	L33 navItem path: '/template'; Link rendered at L68
App.tsx	TemplatePage	Route element	WIRED	L10 import; L39 Route
BudgetSetup.tsx	/api/budgets/generate	budgets.generate API call	WIRED	L7 imports budgets as budgetsApi; L24 calls budgetsApi.generate(...)
DashboardPage.tsx	BudgetSetup	component import	WIRED	L6 import; L68 and L104 render <BudgetSetup>
BillsTracker.tsx	Badge	Badge rendering item_tier	WIRED	L10 import; L82 <Badge> with item.item_tier
VariableExpenses.tsx	Badge	Badge rendering item_tier	WIRED	L11 import; L92 <Badge> with item.item_tier
DebtTracker.tsx	Badge	Badge rendering item_tier	WIRED	L10 import; L82 <Badge> with item.item_tier

Requirements Coverage

Requirement	Source Plan	Description	Status	Evidence
TMPL-05	06-01	User can manage their template on a dedicated page — add, remove, reorder fixed and variable items	SATISFIED	TemplatePage.tsx with full CRUD; useTemplate.ts hook; sidebar nav; /template route all verified
TMPL-03	06-02	Navigating to a month with no budget auto-generates one from the user's template	SATISFIED	BudgetSetup.tsx calls budgets.generate; 409 handled; month picker replaces manual form
TMPL-06	06-02	The "copy from previous month" feature is replaced by template-based generation	SATISFIED	Zero copyFrom references in src/; budgets.copyFrom absent from api.ts; budget.copyFrom absent from both i18n files

No orphaned requirements — all three IDs declared in plan frontmatter are accounted for and match REQUIREMENTS.md entries.

Anti-Patterns Found

File	Line	Pattern	Severity	Impact
TemplatePage.tsx	97, 118, 131	placeholder= attribute	Info	Legitimate HTML input placeholder text, not a code stub

No blockers. No warnings.

Human Verification Required

1. Template Page UI and Interactions

Test: Start the app, navigate to /template via the sidebar, observe the page Expected: Page shows a violet/indigo gradient header titled "Monthly Template", an add form row with category select, tier select (Fixed/Variable only — no One-off option visible), and empty state or items table. Reorder arrows and delete buttons function correctly. Why human: Visual rendering and interactive state (form reset after add, disabled buttons, sort updates) cannot be confirmed from static analysis.

2. Budget Creation Flow Replacement

Test: Go to Dashboard, click "Create Budget" Expected: A compact card appears showing only Month input (type="month"), Currency input, and a "Generate from Template" button. No name field, no start/end date inputs, no carryover input, no "Copy from previous" dropdown anywhere on the page. Why human: Confirming the absence of old form fields requires visual inspection.

3. Template-Based Budget Generation End-to-End

Test: With template items added, select a new month and click "Generate from Template". Then click "Create Budget" again and select the same month. Expected: First click creates a budget and closes the form; the new budget appears in the selector. Second click (409) silently refreshes the list — no error thrown, existing budget becomes selectable. Why human: Requires live backend (Phase 5 generate endpoint) and real 409 response.

4. Item Tier Badges in Tracker Tables

Test: Open a budget that has items, inspect Bills Tracker, Variable Expenses Summary, and Debt Tracker rows. Expected: Every item row shows a small outline badge (e.g., "Fixed", "Variable", "One-off") beside the category name, rendered in a subtle outline style that does not distract from amounts. Why human: Requires actual budget data with populated item_tier values returned by the backend.

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Verified: 2026-03-12T12:30:00Z Verifier: Claude (gsd-verifier)