Jean-Luc Makiola
8e70aa3678
- Created 07-02-SUMMARY.md documenting all changes and decisions - Updated STATE.md: progress 100%, decisions, session info - Updated ROADMAP.md: phase 07 marked Complete (2/2 summaries)
112 lines
4.8 KiB
Markdown
112 lines
4.8 KiB
Markdown
---
|
|
phase: 07-quick-add-library
|
|
plan: "02"
|
|
subsystem: frontend
|
|
tags: [react, typescript, shadcn-ui, i18n, crud]
|
|
|
|
# Dependency graph
|
|
requires:
|
|
- phase: 07-quick-add-library
|
|
plan: "01"
|
|
provides: GET/POST /api/quick-add and PUT/DELETE /api/quick-add/{itemId} REST endpoints
|
|
provides:
|
|
- QuickAddItem type and quickAdd API namespace in api.ts
|
|
- useQuickAdd hook with CRUD operations
|
|
- QuickAddPage management page at /quick-add
|
|
- QuickAddPicker dropdown component for dashboard toolbar
|
|
- Sidebar nav item for quick-add library
|
|
affects: []
|
|
|
|
# Tech tracking
|
|
tech-stack:
|
|
added: []
|
|
patterns:
|
|
- useQuickAdd hook follows useTemplate pattern (useState + useEffect + refresh after mutations)
|
|
- QuickAddPicker uses DropdownMenu (no Popover available) with find-or-create category logic
|
|
|
|
key-files:
|
|
created:
|
|
- frontend/src/hooks/useQuickAdd.ts
|
|
- frontend/src/pages/QuickAddPage.tsx
|
|
- frontend/src/components/QuickAddPicker.tsx
|
|
modified:
|
|
- frontend/src/lib/api.ts
|
|
- frontend/src/components/AppLayout.tsx
|
|
- frontend/src/App.tsx
|
|
- frontend/src/i18n/en.json
|
|
- frontend/src/i18n/de.json
|
|
- frontend/src/pages/DashboardPage.tsx
|
|
|
|
key-decisions:
|
|
- "QuickAddPicker uses DropdownMenu instead of Popover — Popover not in available shadcn/ui components"
|
|
- "QuickAddPicker find-or-create category: case-insensitive name match first, then create variable_expense if not found"
|
|
- "QuickAddPicker fetches quick-add library on mount (direct API call, not hook) — lightweight picker pattern"
|
|
|
|
requirements-completed: [QADD-01, QADD-02, QADD-03]
|
|
|
|
# Metrics
|
|
duration: 5min
|
|
completed: 2026-03-12
|
|
---
|
|
|
|
# Phase 07 Plan 02: Quick-Add Library Frontend Summary
|
|
|
|
**Quick-add library frontend: management page with CRUD, picker component in dashboard toolbar, API client, hook, routing, and i18n — complete quick-add feature end-to-end**
|
|
|
|
## Performance
|
|
|
|
- **Duration:** 5 min
|
|
- **Started:** 2026-03-12T12:35:00Z
|
|
- **Completed:** 2026-03-12T12:40:00Z
|
|
- **Tasks:** 2 (+ 1 auto-approved checkpoint)
|
|
- **Files modified:** 9 (plus 3 created)
|
|
|
|
## Accomplishments
|
|
|
|
- Added QuickAddItem interface and quickAdd namespace (list/create/update/delete) to api.ts
|
|
- Created useQuickAdd hook following the useTemplate pattern with addItem/updateItem/removeItem
|
|
- Created QuickAddPage with amber/orange gradient header, add form row, inline edit, EmptyState (Zap icon)
|
|
- Created QuickAddPicker dropdown component that fetches library, finds/creates matching category, and creates one_off budget item
|
|
- Added Zap nav item to AppLayout sidebar between Template and Settings
|
|
- Added /quick-add route to App.tsx
|
|
- Added complete quickAdd i18n keys to en.json and de.json (management page + picker keys)
|
|
- Wired QuickAddPicker into DashboardPage toolbar next to Create Budget button
|
|
|
|
## Task Commits
|
|
|
|
Each task was committed atomically:
|
|
|
|
1. **Task 1: API client, hook, management page, routing, and i18n** - `411a986` (feat)
|
|
2. **Task 2: Quick-add picker in dashboard for one-off budget items** - `8238e07` (feat)
|
|
|
|
## Files Created/Modified
|
|
|
|
- `frontend/src/lib/api.ts` - Added QuickAddItem interface and quickAdd API namespace
|
|
- `frontend/src/hooks/useQuickAdd.ts` - New hook with CRUD, follows useTemplate pattern
|
|
- `frontend/src/pages/QuickAddPage.tsx` - Management page with add form, inline edit table, EmptyState
|
|
- `frontend/src/components/QuickAddPicker.tsx` - Dropdown picker with find-or-create category logic
|
|
- `frontend/src/components/AppLayout.tsx` - Added Zap nav item for /quick-add
|
|
- `frontend/src/App.tsx` - Added /quick-add route with QuickAddPage import
|
|
- `frontend/src/i18n/en.json` - Added nav.quickAdd and full quickAdd namespace
|
|
- `frontend/src/i18n/de.json` - Added nav.quickAdd and full quickAdd namespace (German)
|
|
- `frontend/src/pages/DashboardPage.tsx` - Added QuickAddPicker to toolbar when budget selected
|
|
|
|
## Decisions Made
|
|
|
|
- **DropdownMenu instead of Popover:** Popover is not in the project's shadcn/ui component set. DropdownMenu provides equivalent open/close behavior with trigger button.
|
|
- **Find-or-create category in picker:** `category_id` is NOT NULL in budget_items. Picker resolves by doing case-insensitive name match against existing categories, creating a `variable_expense` category if no match found.
|
|
- **Direct API call in picker (not hook):** QuickAddPicker is a lightweight transient component — fetches on mount with local state, no need for full CRUD hook.
|
|
|
|
## Deviations from Plan
|
|
|
|
### Auto-fixed Issues
|
|
|
|
**1. [Rule 3 - Blocking] Used DropdownMenu instead of Popover for picker**
|
|
- **Found during:** Task 2
|
|
- **Issue:** Plan specified Popover from shadcn/ui, but Popover is not in the project's component set
|
|
- **Fix:** Used DropdownMenu which provides equivalent trigger/content/close behavior
|
|
- **Files modified:** `frontend/src/components/QuickAddPicker.tsx`
|
|
- **Commit:** 8238e07
|
|
|
|
## Self-Check: PASSED
|