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Documentation Index

Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt

Use this file to discover all available pages before exploring further.

The Template Details page (/fa/budget-templates/:id) shows a budget template’s full structure including its line items, sharing configuration, and available actions.

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Overview

The Template Details page loads a template via useBudgetTemplateById and its enriched lines via useTemplateWithEnrichedLines, backed by the budget template tables. The breadcrumb is set from the template name. Observed components on the page:
  • ApplyTemplateDialog: apply the template to a budget.
  • TemplateExportDialog: export the template.
  • TemplateSharingBadge: display the sharing configuration.
  • A DataTable of template line items with account number, name, budget amount, and notes columns.
Actions include edit (navigates to the edit route), delete (with confirmation dialog), apply, and export.

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Who it’s for

Requires permission: fa.budget_templates.view.

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Before you start

  • The template must exist. Navigate here from the Budgeting Hub templates tab or the Template Library.
  • You need fa.budget_templates.view to access this page.
  • To edit: fa.budget_templates.edit. To delete: the delete action is available on this page.

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Steps

View template details
  1. Navigate to /fa/budget-templates/:id (or click a template from the hub or library).
  2. Review the line items table and sharing badge.
Apply the template
  1. Click Apply to open ApplyTemplateDialog.
  2. Complete the dialog to apply it to a budget.
Export the template
  1. Click Export to open TemplateExportDialog.
Edit the template
  1. Click Edit to navigate to the edit route (requires fa.budget_templates.edit).
Delete the template
  1. Click Delete and confirm the alert dialog.

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Key concepts

  • Template line: A row with account_id, budget_amount, and optional notes, linked to a chart of accounts entry.
  • Sharing badge: Displayed via TemplateSharingBadge reflecting the template’s sharing level.

Finance & Revenue

Finance & Revenue core overview.

Governance & parity

This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/fa.tsx
  • src/cores/fa/pages/BudgetTemplateDetailPage.tsx
  • src/cores/fa/hooks/useBudgetTemplateDetail.ts
  • src/cores/fa/hooks/useBudgetTemplateMutation.ts
  • src/cores/fa/components/ApplyTemplateDialog.tsx