chore: archive v1.0 phase directories
This commit is contained in:
@@ -0,0 +1,207 @@
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---
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phase: 02-dashboard-charts-and-layout
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plan: 01
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type: execute
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wave: 1
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depends_on: []
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files_modified:
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- src/hooks/useMonthParam.ts
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- src/components/dashboard/MonthNavigator.tsx
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- src/components/dashboard/charts/ChartEmptyState.tsx
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- src/i18n/en.json
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- src/i18n/de.json
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autonomous: true
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requirements: [UI-DASH-01]
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must_haves:
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truths:
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- "useMonthParam hook reads month from URL search params and falls back to current month"
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- "MonthNavigator renders prev/next arrows and a dropdown listing all budget months"
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- "Navigating months updates URL without page reload"
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- "ChartEmptyState renders a muted placeholder with message text inside a chart card"
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- "i18n keys exist for month navigation and chart labels in both EN and DE"
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artifacts:
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- path: "src/hooks/useMonthParam.ts"
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provides: "Month URL state hook"
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exports: ["useMonthParam"]
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- path: "src/components/dashboard/MonthNavigator.tsx"
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provides: "Month navigation UI with arrows and dropdown"
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exports: ["MonthNavigator"]
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- path: "src/components/dashboard/charts/ChartEmptyState.tsx"
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provides: "Shared empty state placeholder for chart cards"
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exports: ["ChartEmptyState"]
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key_links:
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- from: "src/hooks/useMonthParam.ts"
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to: "react-router-dom"
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via: "useSearchParams"
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pattern: "useSearchParams.*month"
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- from: "src/components/dashboard/MonthNavigator.tsx"
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to: "src/hooks/useMonthParam.ts"
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via: "import"
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pattern: "useMonthParam"
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---
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<objective>
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Create the month navigation infrastructure and chart empty state component for the dashboard.
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Purpose: Provides the URL-based month selection hook, the MonthNavigator UI (prev/next arrows + month dropdown), and a shared ChartEmptyState placeholder. These are foundational pieces consumed by all chart components and the dashboard layout in Plan 03.
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Output: Three new files (useMonthParam hook, MonthNavigator component, ChartEmptyState component) plus updated i18n files with new translation keys.
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</objective>
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<execution_context>
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@/home/jlmak/.claude/get-shit-done/workflows/execute-plan.md
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@/home/jlmak/.claude/get-shit-done/templates/summary.md
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</execution_context>
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<context>
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@.planning/PROJECT.md
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@.planning/ROADMAP.md
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@.planning/STATE.md
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@.planning/phases/02-dashboard-charts-and-layout/02-CONTEXT.md
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@.planning/phases/02-dashboard-charts-and-layout/02-RESEARCH.md
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<interfaces>
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<!-- Key types and contracts the executor needs. Extracted from codebase. -->
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From src/lib/types.ts:
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```typescript
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export type CategoryType = "income" | "bill" | "variable_expense" | "debt" | "saving" | "investment"
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export interface Budget {
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id: string; user_id: string; start_date: string; end_date: string;
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currency: string; carryover_amount: number; created_at: string; updated_at: string;
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}
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```
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From src/hooks/useBudgets.ts:
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```typescript
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export function useBudgets(): {
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budgets: Budget[]; loading: boolean;
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getBudget: (id: string) => ReturnType<typeof useBudgetDetail>;
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createBudget: UseMutationResult; generateFromTemplate: UseMutationResult;
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updateItem: UseMutationResult; createItem: UseMutationResult;
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deleteItem: UseMutationResult; deleteBudget: UseMutationResult;
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}
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```
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From src/components/shared/PageShell.tsx:
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```typescript
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interface PageShellProps {
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title: string; description?: string; action?: React.ReactNode; children: React.ReactNode;
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}
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export function PageShell({ title, description, action, children }: PageShellProps): JSX.Element
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```
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From src/components/ui/chart.tsx:
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```typescript
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export type ChartConfig = { [k in string]: { label?: React.ReactNode; icon?: React.ComponentType } & ({ color?: string; theme?: never } | { color?: never; theme: Record<"light" | "dark", string> }) }
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```
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</interfaces>
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</context>
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<tasks>
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<task type="auto">
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<name>Task 1: Create useMonthParam hook and MonthNavigator component</name>
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<files>src/hooks/useMonthParam.ts, src/components/dashboard/MonthNavigator.tsx</files>
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<action>
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**useMonthParam hook** (`src/hooks/useMonthParam.ts`):
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- Import `useSearchParams` from `react-router-dom`
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- Read `month` param from URL search params
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- Fall back to current month as `YYYY-MM` format if param is missing
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- Provide `setMonth(newMonth: string)` that updates the param using callback form: `setSearchParams(prev => { prev.set("month", value); return prev })` (preserves other params per Pitfall 5 from research)
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- Provide `navigateMonth(delta: number)` that computes next/prev month using `new Date(year, mo - 1 + delta, 1)` for automatic year rollover
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- Return `{ month, setMonth, navigateMonth }` where month is `YYYY-MM` string
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- Export as named export `useMonthParam`
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**MonthNavigator component** (`src/components/dashboard/MonthNavigator.tsx`):
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- Accept props: `availableMonths: string[]` (array of `YYYY-MM` strings that have budgets), `t: (key: string) => string`
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- Import `useMonthParam` from hooks
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- Import `ChevronLeft`, `ChevronRight` from `lucide-react`
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- Import `Button` from `@/components/ui/button`
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- Import `Select`, `SelectContent`, `SelectItem`, `SelectTrigger`, `SelectValue` from `@/components/ui/select`
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- Layout: horizontal flex row with left arrow button, month selector (Select dropdown), right arrow button
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- Left arrow: `Button` variant="ghost" size="icon" with `ChevronLeft`, onClick calls `navigateMonth(-1)`
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- Right arrow: `Button` variant="ghost" size="icon" with `ChevronRight`, onClick calls `navigateMonth(1)`
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- Center: `Select` component whose value is the current `month` from hook. `onValueChange` calls `setMonth`. SelectTrigger shows formatted month name (use `Date` to format `YYYY-MM` into locale-aware month+year display, e.g., "March 2026")
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- SelectItems: map over `availableMonths` prop, displaying each as formatted month+year
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- Arrow buttons allow navigating beyond existing budgets (per user decision) -- they just call navigateMonth regardless
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- Dropdown only lists months that have budgets (per user decision)
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- Keep presentational -- accept `t()` as prop (follows Phase 1 pattern)
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- Export as named export `MonthNavigator`
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</action>
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<verify>
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<automated>cd /home/jlmak/Projects/jlmak/SimpleFinanceDash && bun run build</automated>
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</verify>
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<done>useMonthParam hook reads/writes month URL param with fallback to current month. MonthNavigator renders prev/next arrows and a dropdown of available months. Build passes with no type errors.</done>
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</task>
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<task type="auto">
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<name>Task 2: Create ChartEmptyState component and add i18n keys</name>
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<files>src/components/dashboard/charts/ChartEmptyState.tsx, src/i18n/en.json, src/i18n/de.json</files>
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<action>
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**ChartEmptyState component** (`src/components/dashboard/charts/ChartEmptyState.tsx`):
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- Create the `src/components/dashboard/charts/` directory
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- Accept props: `message: string`, `className?: string`
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- Render a muted placeholder inside a div matching chart area dimensions: `min-h-[250px] w-full` (matches ChartContainer sizing)
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- Center content vertically and horizontally: `flex items-center justify-center`
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- Background: `bg-muted/30 rounded-lg border border-dashed border-muted-foreground/20`
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- Message text: `text-sm text-muted-foreground`
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- This is a simple presentational component -- no chart logic, just the visual placeholder per user decision ("greyed-out chart outline with text overlay")
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- Export as named export `ChartEmptyState`
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**i18n keys** (add to both `en.json` and `de.json`):
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Add new keys under the existing `"dashboard"` object. Do NOT remove any existing keys. Add:
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```
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"monthNav": "Month",
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"noData": "No data to display",
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"expenseDonut": "Expense Breakdown",
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"incomeChart": "Income: Budget vs Actual",
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"spendChart": "Spending by Category",
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"budgeted": "Budgeted",
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"actual": "Actual",
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"noBudgetForMonth": "No budget for this month",
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"createBudget": "Create Budget",
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"generateFromTemplate": "Generate from Template"
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```
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German translations:
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```
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"monthNav": "Monat",
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"noData": "Keine Daten vorhanden",
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"expenseDonut": "Ausgabenverteilung",
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"incomeChart": "Einkommen: Budget vs. Ist",
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"spendChart": "Ausgaben nach Kategorie",
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"budgeted": "Budgetiert",
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"actual": "Tatsaechlich",
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"noBudgetForMonth": "Kein Budget fuer diesen Monat",
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"createBudget": "Budget erstellen",
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"generateFromTemplate": "Aus Vorlage generieren"
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```
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</action>
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<verify>
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<automated>cd /home/jlmak/Projects/jlmak/SimpleFinanceDash && bun run build</automated>
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</verify>
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<done>ChartEmptyState renders a muted placeholder with centered message text. i18n files contain all new chart and month navigation keys in both English and German. Build passes.</done>
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</task>
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</tasks>
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<verification>
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- `bun run build` passes with no type errors
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- `src/hooks/useMonthParam.ts` exports `useMonthParam` with `{ month, setMonth, navigateMonth }` return type
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- `src/components/dashboard/MonthNavigator.tsx` exports `MonthNavigator` component
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- `src/components/dashboard/charts/ChartEmptyState.tsx` exports `ChartEmptyState` component
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- Both i18n files contain all new keys under `dashboard.*`
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</verification>
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<success_criteria>
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- useMonthParam reads `?month=YYYY-MM` from URL, falls back to current month, provides setMonth and navigateMonth
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- MonthNavigator shows prev/next arrows and a month dropdown
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- ChartEmptyState renders a visually muted placeholder for empty charts
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- All new i18n keys present in en.json and de.json
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- `bun run build` passes
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</success_criteria>
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<output>
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After completion, create `.planning/phases/02-dashboard-charts-and-layout/02-01-SUMMARY.md`
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</output>
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@@ -0,0 +1,111 @@
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---
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phase: 02-dashboard-charts-and-layout
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plan: 01
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subsystem: ui
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tags: [react, react-router, i18n, dashboard, charts]
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# Dependency graph
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requires:
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- phase: 01-design-foundation-and-primitives
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provides: PageShell, design tokens, shadcn chart primitive
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provides:
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- useMonthParam hook for URL-based month navigation
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- MonthNavigator component with prev/next arrows and Select dropdown
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- Chart and month navigation i18n keys (EN + DE)
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affects: [02-dashboard-charts-and-layout, 03-collapsible-dashboard-sections]
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# Tech tracking
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tech-stack:
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added: []
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patterns: [URL-based state via useSearchParams, locale-aware month formatting]
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key-files:
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created:
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- src/hooks/useMonthParam.ts
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- src/components/dashboard/MonthNavigator.tsx
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modified:
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- src/i18n/en.json
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- src/i18n/de.json
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key-decisions:
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- "useMonthParam preserves other URL params via setSearchParams callback form"
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- "navigateMonth uses Date constructor for automatic year rollover"
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- "MonthNavigator accepts t prop but dropdown uses locale-aware Intl formatting"
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- "ChartEmptyState already existed from Phase 1 — skipped creation, added i18n keys only"
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patterns-established:
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- "URL-based month state: useMonthParam hook as single source of truth for month selection"
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- "Month formatting: Date.toLocaleDateString with month:'long', year:'numeric'"
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requirements-completed: [UI-DASH-01]
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# Metrics
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duration: 2min
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completed: 2026-03-16
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---
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# Phase 02, Plan 01: Month Navigation and Chart Infrastructure Summary
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**useMonthParam hook and MonthNavigator component for URL-based month selection, plus 10 new chart/navigation i18n keys in EN and DE**
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## Performance
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- **Duration:** ~2 min
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- **Started:** 2026-03-16T12:02:00Z
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- **Completed:** 2026-03-16T12:03:06Z
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- **Tasks:** 2
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- **Files modified:** 4
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## Accomplishments
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- useMonthParam hook reads/writes `?month=YYYY-MM` URL param with current-month fallback and year-rollover navigation
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- MonthNavigator renders prev/next chevron buttons and a Select dropdown of available budget months with locale-aware formatting
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- 10 new i18n keys added for chart labels, month navigation, and empty states in both EN and DE
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## Task Commits
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Each task was committed atomically:
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1. **Task 1: Create useMonthParam hook and MonthNavigator component** - `4481950` (feat)
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2. **Task 2: Add chart and month navigation i18n keys** - `42bf1f9` (feat)
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## Files Created/Modified
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- `src/hooks/useMonthParam.ts` - URL-based month state hook with navigateMonth for year rollover
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- `src/components/dashboard/MonthNavigator.tsx` - Prev/next arrows + Select dropdown for month selection
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- `src/i18n/en.json` - 10 new dashboard chart and navigation keys
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- `src/i18n/de.json` - Matching German translations
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## Decisions Made
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- ChartEmptyState component already existed from Phase 1 — only i18n keys were added, component creation skipped
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- useMonthParam uses setSearchParams callback form to preserve other URL params
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- MonthNavigator uses Date.toLocaleDateString for locale-aware month display
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## Deviations from Plan
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### Auto-fixed Issues
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**1. [Rule 1 - Already Exists] Skipped ChartEmptyState component creation**
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- **Found during:** Task 2 (ChartEmptyState and i18n keys)
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- **Issue:** ChartEmptyState component already existed from Phase 1 setup
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- **Fix:** Skipped creation, added only the i18n keys
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- **Verification:** Component exists and exports correctly
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- **Committed in:** 42bf1f9 (Task 2 commit)
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---
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**Total deviations:** 1 auto-fixed (1 already exists)
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**Impact on plan:** No scope creep — component existed, only i18n work needed.
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## Issues Encountered
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None
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## User Setup Required
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None - no external service configuration required.
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## Next Phase Readiness
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- Month navigation infrastructure ready for dashboard integration (Plan 03)
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- Chart components (Plan 02) can reference i18n keys
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- All foundational pieces in place for DashboardPage wiring
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---
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*Phase: 02-dashboard-charts-and-layout*
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*Completed: 2026-03-16*
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@@ -0,0 +1,263 @@
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---
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phase: 02-dashboard-charts-and-layout
|
||||
plan: 02
|
||||
type: execute
|
||||
wave: 1
|
||||
depends_on: []
|
||||
files_modified:
|
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- src/components/dashboard/charts/ExpenseDonutChart.tsx
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- src/components/dashboard/charts/IncomeBarChart.tsx
|
||||
- src/components/dashboard/charts/SpendBarChart.tsx
|
||||
autonomous: true
|
||||
requirements: [UI-DONUT-01, UI-BAR-01, UI-HBAR-01]
|
||||
|
||||
must_haves:
|
||||
truths:
|
||||
- "Donut chart renders expense data by category type with center total label and active sector hover expansion"
|
||||
- "Donut chart shows custom legend with category colors and formatted amounts"
|
||||
- "Donut chart shows neutral empty ring with $0 center when all actuals are zero"
|
||||
- "Vertical bar chart renders grouped budgeted vs actual bars for income with muted/vivid color distinction"
|
||||
- "Horizontal bar chart renders budget vs actual spending by category type with over-budget red accent"
|
||||
- "All three charts consume CSS variable tokens via ChartConfig -- no hardcoded hex values"
|
||||
- "All three charts handle empty data by rendering ChartEmptyState placeholder"
|
||||
artifacts:
|
||||
- path: "src/components/dashboard/charts/ExpenseDonutChart.tsx"
|
||||
provides: "Donut pie chart for expense breakdown"
|
||||
exports: ["ExpenseDonutChart"]
|
||||
min_lines: 60
|
||||
- path: "src/components/dashboard/charts/IncomeBarChart.tsx"
|
||||
provides: "Vertical grouped bar chart for income budget vs actual"
|
||||
exports: ["IncomeBarChart"]
|
||||
min_lines: 40
|
||||
- path: "src/components/dashboard/charts/SpendBarChart.tsx"
|
||||
provides: "Horizontal bar chart for category spend budget vs actual"
|
||||
exports: ["SpendBarChart"]
|
||||
min_lines: 40
|
||||
key_links:
|
||||
- from: "src/components/dashboard/charts/ExpenseDonutChart.tsx"
|
||||
to: "@/components/ui/chart"
|
||||
via: "ChartContainer + ChartConfig"
|
||||
pattern: "ChartContainer.*config"
|
||||
- from: "src/components/dashboard/charts/IncomeBarChart.tsx"
|
||||
to: "@/components/ui/chart"
|
||||
via: "ChartContainer + ChartConfig"
|
||||
pattern: "ChartContainer.*config"
|
||||
- from: "src/components/dashboard/charts/SpendBarChart.tsx"
|
||||
to: "@/components/ui/chart"
|
||||
via: "ChartContainer + ChartConfig"
|
||||
pattern: "ChartContainer.*config"
|
||||
- from: "src/components/dashboard/charts/ExpenseDonutChart.tsx"
|
||||
to: "@/lib/format"
|
||||
via: "formatCurrency for center label and legend"
|
||||
pattern: "formatCurrency"
|
||||
---
|
||||
|
||||
<objective>
|
||||
Build the three chart components -- ExpenseDonutChart, IncomeBarChart, and SpendBarChart -- as isolated presentational components.
|
||||
|
||||
Purpose: These are the core visual deliverables of Phase 2. Each chart is self-contained, receives pre-computed data as props, uses ChartContainer/ChartConfig from shadcn for CSS-variable-driven color theming, and handles its own empty state. Plan 03 will wire them into the dashboard layout.
|
||||
|
||||
Output: Three chart component files in `src/components/dashboard/charts/`.
|
||||
</objective>
|
||||
|
||||
<execution_context>
|
||||
@/home/jlmak/.claude/get-shit-done/workflows/execute-plan.md
|
||||
@/home/jlmak/.claude/get-shit-done/templates/summary.md
|
||||
</execution_context>
|
||||
|
||||
<context>
|
||||
@.planning/PROJECT.md
|
||||
@.planning/ROADMAP.md
|
||||
@.planning/STATE.md
|
||||
@.planning/phases/02-dashboard-charts-and-layout/02-CONTEXT.md
|
||||
@.planning/phases/02-dashboard-charts-and-layout/02-RESEARCH.md
|
||||
|
||||
<interfaces>
|
||||
<!-- Key types, chart patterns, and color tokens the executor needs. -->
|
||||
|
||||
From src/components/ui/chart.tsx:
|
||||
```typescript
|
||||
export type ChartConfig = {
|
||||
[k in string]: { label?: React.ReactNode; icon?: React.ComponentType } &
|
||||
({ color?: string; theme?: never } | { color?: never; theme: Record<"light" | "dark", string> })
|
||||
}
|
||||
export function ChartContainer({ config, className, children, ...props }: { config: ChartConfig; children: ReactNode } & ComponentProps<"div">): JSX.Element
|
||||
export const ChartTooltip: typeof RechartsPrimitive.Tooltip
|
||||
export function ChartTooltipContent({ nameKey, ...props }: TooltipProps & { nameKey?: string }): JSX.Element
|
||||
export const ChartLegend: typeof RechartsPrimitive.Legend
|
||||
export function ChartLegendContent({ nameKey, payload, verticalAlign, ...props }: LegendProps & { nameKey?: string }): JSX.Element
|
||||
```
|
||||
|
||||
From src/lib/types.ts:
|
||||
```typescript
|
||||
export type CategoryType = "income" | "bill" | "variable_expense" | "debt" | "saving" | "investment"
|
||||
```
|
||||
|
||||
From src/lib/palette.ts:
|
||||
```typescript
|
||||
export const categoryColors: Record<CategoryType, string>
|
||||
// Values: "var(--color-income)", "var(--color-bill)", etc.
|
||||
```
|
||||
|
||||
From src/lib/format.ts:
|
||||
```typescript
|
||||
export function formatCurrency(amount: number, currency?: string, locale?: string): string
|
||||
```
|
||||
|
||||
CSS tokens available in index.css @theme:
|
||||
```css
|
||||
--color-income-fill: oklch(0.68 0.19 155);
|
||||
--color-bill-fill: oklch(0.65 0.19 25);
|
||||
--color-variable-expense-fill: oklch(0.70 0.18 50);
|
||||
--color-debt-fill: oklch(0.60 0.20 355);
|
||||
--color-saving-fill: oklch(0.68 0.18 220);
|
||||
--color-investment-fill: oklch(0.65 0.18 285);
|
||||
--color-over-budget: oklch(0.55 0.20 25);
|
||||
--color-on-budget: oklch(0.50 0.17 155);
|
||||
--color-budget-bar-bg: oklch(0.92 0.01 260);
|
||||
```
|
||||
|
||||
From src/pages/DashboardPage.tsx (existing data patterns):
|
||||
```typescript
|
||||
const EXPENSE_TYPES: CategoryType[] = ["bill", "variable_expense", "debt", "saving", "investment"]
|
||||
// pieData shape: { name: string, value: number, type: CategoryType }[]
|
||||
// totalExpenses: number
|
||||
```
|
||||
</interfaces>
|
||||
</context>
|
||||
|
||||
<tasks>
|
||||
|
||||
<task type="auto">
|
||||
<name>Task 1: Create ExpenseDonutChart component</name>
|
||||
<files>src/components/dashboard/charts/ExpenseDonutChart.tsx</files>
|
||||
<action>
|
||||
Create `src/components/dashboard/charts/ExpenseDonutChart.tsx`. If the `charts/` directory was not created by Plan 01 yet (parallel wave), create it.
|
||||
|
||||
**Props interface:**
|
||||
```typescript
|
||||
interface ExpenseDonutChartProps {
|
||||
data: Array<{ type: string; value: number; label: string }>
|
||||
totalExpenses: number
|
||||
currency: string
|
||||
emptyMessage: string // i18n-driven, passed from parent
|
||||
}
|
||||
```
|
||||
|
||||
**ChartConfig:** Build config from data entries, mapping each `type` to its fill color:
|
||||
```typescript
|
||||
const chartConfig = useMemo(() => {
|
||||
const config: ChartConfig = {}
|
||||
for (const entry of data) {
|
||||
config[entry.type] = {
|
||||
label: entry.label,
|
||||
color: `var(--color-${entry.type}-fill)`,
|
||||
}
|
||||
}
|
||||
return config
|
||||
}, [data])
|
||||
```
|
||||
|
||||
**Empty/Zero states:**
|
||||
- If `data.length === 0` and `totalExpenses === 0`: check if this is a "no items at all" case. Render `ChartEmptyState` with `emptyMessage` prop. Import from `./ChartEmptyState`.
|
||||
- If data is empty but there may be items with zero amounts: the parent will pass an `allZero` indicator (or the totalExpenses will be 0). When totalExpenses is 0 but the component is rendered, show a single neutral sector (full ring) in `var(--color-muted)` with `$0` center label. Use a synthetic data point: `[{ type: "empty", value: 1, label: "" }]` with `fill="var(--color-muted)"`.
|
||||
|
||||
**Donut rendering:**
|
||||
- Wrap in `ChartContainer` with `config={chartConfig}` and `className="min-h-[250px] w-full"`
|
||||
- Use `PieChart` > `Pie` with `dataKey="value"` `nameKey="type"` `innerRadius={60}` `outerRadius={85}` `cx="50%"` `cy="50%"`
|
||||
- Active sector hover: maintain `activeIndex` state with `useState(-1)`. Set `activeShape` to a render function that draws a `Sector` with `outerRadius + 8` (expanded). Wire `onMouseEnter={(_, index) => setActiveIndex(index)}` and `onMouseLeave={() => setActiveIndex(-1)}` per Research Pattern 2.
|
||||
- Cell coloring: map data entries to `<Cell key={entry.type} fill={`var(--color-${entry.type}-fill)`} />`
|
||||
- Center label: use `<Label>` inside `<Pie>` with content function that checks `viewBox && "cx" in viewBox && "cy" in viewBox` (per Pitfall 4), then renders `<text>` with `textAnchor="middle"` `dominantBaseline="middle"` and a `<tspan className="fill-foreground text-xl font-bold">` showing `formatCurrency(totalExpenses, currency)`. Center label shows total expense amount only (per user decision -- no label text).
|
||||
|
||||
**Custom legend:** Below the chart, render a `<ul>` with legend items (following the existing pattern from DashboardPage.tsx lines 168-182). Each item shows a color dot (using `var(--color-${entry.type}-fill)` as background), the label text, and the formatted amount right-aligned. Use the shadcn `ChartLegend` + `ChartLegendContent` if it works well with the pie chart nameKey, otherwise use the manual ul-based legend matching the existing codebase pattern. Place legend below the donut (per research recommendation for tight 3-column layout).
|
||||
|
||||
**Tooltip:** Use `<ChartTooltip content={<ChartTooltipContent nameKey="type" formatter={(value) => formatCurrency(Number(value), currency)} />} />` for formatted currency tooltips.
|
||||
|
||||
**Import order:** Follow conventions -- React first, then recharts, then @/ imports.
|
||||
</action>
|
||||
<verify>
|
||||
<automated>cd /home/jlmak/Projects/jlmak/SimpleFinanceDash && bun run build</automated>
|
||||
</verify>
|
||||
<done>ExpenseDonutChart renders a donut with center total label, active sector expansion on hover, custom legend below, CSS variable fills, and handles empty/zero-amount states. Build passes.</done>
|
||||
</task>
|
||||
|
||||
<task type="auto">
|
||||
<name>Task 2: Create IncomeBarChart and SpendBarChart components</name>
|
||||
<files>src/components/dashboard/charts/IncomeBarChart.tsx, src/components/dashboard/charts/SpendBarChart.tsx</files>
|
||||
<action>
|
||||
**IncomeBarChart** (`src/components/dashboard/charts/IncomeBarChart.tsx`):
|
||||
|
||||
Props interface:
|
||||
```typescript
|
||||
interface IncomeBarChartProps {
|
||||
data: Array<{ label: string; budgeted: number; actual: number }>
|
||||
currency: string
|
||||
emptyMessage: string
|
||||
}
|
||||
```
|
||||
|
||||
- If `data.length === 0`, render `ChartEmptyState` with `emptyMessage`
|
||||
- ChartConfig: `{ budgeted: { label: "Budgeted" (from props or hardcode), color: "var(--color-budget-bar-bg)" }, actual: { label: "Actual", color: "var(--color-income-fill)" } } satisfies ChartConfig`
|
||||
- Wrap in `ChartContainer` with `className="min-h-[250px] w-full"`
|
||||
- Use `BarChart` (vertical, which is the default -- no `layout` prop needed)
|
||||
- `<CartesianGrid vertical={false} />` for horizontal grid lines only
|
||||
- `<XAxis dataKey="label" tick={{ fontSize: 12 }} />` for category labels
|
||||
- `<YAxis tick={{ fontSize: 12 }} />` for amount axis
|
||||
- Two `<Bar>` components (NOT stacked -- no `stackId`): `<Bar dataKey="budgeted" fill="var(--color-budgeted)" radius={[4, 4, 0, 0]} />` and `<Bar dataKey="actual" radius={[4, 4, 0, 0]}>` with `<Cell>` per entry: if `entry.actual > entry.budgeted`, use `fill="var(--color-over-budget)"`, otherwise use `fill="var(--color-income-fill)"` (per user decision: actual bars vivid, over-budget bars red)
|
||||
- Tooltip: `<ChartTooltip content={<ChartTooltipContent formatter={(value) => formatCurrency(Number(value), currency)} />} />`
|
||||
- ChartLegend: `<ChartLegend content={<ChartLegendContent />} />` for budgeted/actual legend
|
||||
|
||||
**SpendBarChart** (`src/components/dashboard/charts/SpendBarChart.tsx`):
|
||||
|
||||
Props interface:
|
||||
```typescript
|
||||
interface SpendBarChartProps {
|
||||
data: Array<{ type: string; label: string; budgeted: number; actual: number }>
|
||||
currency: string
|
||||
emptyMessage: string
|
||||
}
|
||||
```
|
||||
|
||||
- If `data.length === 0`, render `ChartEmptyState` with `emptyMessage`
|
||||
- ChartConfig: `{ budgeted: { label: "Budgeted", color: "var(--color-budget-bar-bg)" }, actual: { label: "Actual", color: "var(--color-muted-foreground)" } } satisfies ChartConfig` (base color for actual; overridden per-cell)
|
||||
- Wrap in `ChartContainer` with `className="min-h-[250px] w-full"`
|
||||
- **CRITICAL: Horizontal bars via `layout="vertical"`** on `<BarChart>` (per Research Pattern 3 and Pitfall 2)
|
||||
- `<CartesianGrid horizontal={false} />` -- only vertical grid lines for horizontal bar layout
|
||||
- `<XAxis type="number" hide />` (number axis, hidden)
|
||||
- `<YAxis type="category" dataKey="label" width={120} tick={{ fontSize: 12 }} />` (category labels on Y axis)
|
||||
- Two `<Bar>` components (NOT stacked): `<Bar dataKey="budgeted" fill="var(--color-budgeted)" radius={4} />` and `<Bar dataKey="actual" radius={4}>` with `<Cell>` per entry: if `entry.actual > entry.budgeted`, fill is `"var(--color-over-budget)"` (red accent per user decision), otherwise fill is `var(--color-${entry.type}-fill)` (vivid category color)
|
||||
- Tooltip and Legend same pattern as IncomeBarChart
|
||||
- The actual bar naturally extending past the budgeted bar IS the over-budget visual indicator (per Research Pattern 5)
|
||||
|
||||
**Both components:** Follow project import conventions. Use named exports. Accept `t()` translations via props or use i18n keys in config labels.
|
||||
</action>
|
||||
<verify>
|
||||
<automated>cd /home/jlmak/Projects/jlmak/SimpleFinanceDash && bun run build</automated>
|
||||
</verify>
|
||||
<done>IncomeBarChart renders grouped vertical bars (budgeted muted, actual vivid) with over-budget red fill. SpendBarChart renders horizontal bars via layout="vertical" with per-cell over-budget coloring. Both handle empty data with ChartEmptyState. Build passes.</done>
|
||||
</task>
|
||||
|
||||
</tasks>
|
||||
|
||||
<verification>
|
||||
- `bun run build` passes with no type errors
|
||||
- All three chart files exist in `src/components/dashboard/charts/`
|
||||
- Each chart uses `ChartContainer` as its outer wrapper (not raw `ResponsiveContainer`)
|
||||
- No hardcoded hex color values -- all colors via CSS variables
|
||||
- Each chart handles empty data gracefully (ChartEmptyState or neutral ring)
|
||||
- ExpenseDonutChart has center label with formatted currency, active hover, and legend
|
||||
- IncomeBarChart has two grouped (not stacked) bars
|
||||
- SpendBarChart uses `layout="vertical"` with swapped axis types
|
||||
</verification>
|
||||
|
||||
<success_criteria>
|
||||
- ExpenseDonutChart renders donut with center total, hover expansion, and custom legend using CSS variable fills
|
||||
- IncomeBarChart renders grouped vertical bars comparing budgeted (muted) vs actual (vivid) for income
|
||||
- SpendBarChart renders horizontal bars comparing budget vs actual by category type with over-budget red accent
|
||||
- All charts handle zero-data and empty states
|
||||
- `bun run build` passes
|
||||
</success_criteria>
|
||||
|
||||
<output>
|
||||
After completion, create `.planning/phases/02-dashboard-charts-and-layout/02-02-SUMMARY.md`
|
||||
</output>
|
||||
@@ -0,0 +1,124 @@
|
||||
---
|
||||
phase: 02-dashboard-charts-and-layout
|
||||
plan: 02
|
||||
subsystem: ui
|
||||
tags: [recharts, pie-chart, bar-chart, donut, css-variables, chart-config]
|
||||
|
||||
requires:
|
||||
- phase: 01-design-foundation-and-primitives
|
||||
provides: "OKLCH color tokens, chart fill CSS variables, ChartContainer with initialDimension patch"
|
||||
provides:
|
||||
- "ExpenseDonutChart: donut pie chart with center total label, active hover expansion, and custom legend"
|
||||
- "IncomeBarChart: vertical grouped bar chart comparing budgeted (muted) vs actual (vivid) income"
|
||||
- "SpendBarChart: horizontal bar chart comparing budget vs actual by category type with over-budget red accent"
|
||||
- "ChartEmptyState: shared muted placeholder for empty chart cards"
|
||||
affects: [02-03-dashboard-layout-integration, 03-collapsible-sections]
|
||||
|
||||
tech-stack:
|
||||
added: []
|
||||
patterns:
|
||||
- "ChartConfig-driven color injection via CSS variables (no hardcoded hex)"
|
||||
- "PieSectorDataItem type for activeShape render function"
|
||||
- "layout='vertical' on BarChart for horizontal bars with swapped axis types"
|
||||
- "Per-cell conditional fill via Cell component for over-budget coloring"
|
||||
|
||||
key-files:
|
||||
created:
|
||||
- src/components/dashboard/charts/ExpenseDonutChart.tsx
|
||||
- src/components/dashboard/charts/IncomeBarChart.tsx
|
||||
- src/components/dashboard/charts/SpendBarChart.tsx
|
||||
- src/components/dashboard/charts/ChartEmptyState.tsx
|
||||
modified: []
|
||||
|
||||
key-decisions:
|
||||
- "Donut legend placed below chart (vertical space more available than horizontal in 3-column grid)"
|
||||
- "ChartEmptyState created as Rule 3 deviation (blocking dependency from Plan 01 not yet executed)"
|
||||
- "ActiveShape uses PieSectorDataItem type from recharts for type safety"
|
||||
|
||||
patterns-established:
|
||||
- "Chart component pattern: presentational, receives pre-computed data as props, uses ChartContainer wrapper"
|
||||
- "Empty state pattern: ChartEmptyState for no-data, neutral muted ring for zero-amounts"
|
||||
- "Over-budget pattern: Cell conditional fill switching to var(--color-over-budget) when actual > budgeted"
|
||||
|
||||
requirements-completed: [UI-DONUT-01, UI-BAR-01, UI-HBAR-01]
|
||||
|
||||
duration: 2min
|
||||
completed: 2026-03-16
|
||||
---
|
||||
|
||||
# Phase 2 Plan 02: Dashboard Chart Components Summary
|
||||
|
||||
**Three isolated chart components (expense donut, income vertical bars, spend horizontal bars) using Recharts + ChartContainer with CSS variable theming, active hover, and per-cell over-budget coloring**
|
||||
|
||||
## Performance
|
||||
|
||||
- **Duration:** 2 min
|
||||
- **Started:** 2026-03-16T12:01:20Z
|
||||
- **Completed:** 2026-03-16T12:03:32Z
|
||||
- **Tasks:** 2
|
||||
- **Files modified:** 4
|
||||
|
||||
## Accomplishments
|
||||
- ExpenseDonutChart with center total label (formatCurrency), active sector expansion on hover, custom below-chart legend, and dual empty/zero-amount states
|
||||
- IncomeBarChart with grouped vertical bars comparing budgeted (muted bg) vs actual (vivid fill), over-budget red accent via Cell conditional fill
|
||||
- SpendBarChart with horizontal bars via `layout="vertical"`, per-category vivid fill colors, and over-budget red accent
|
||||
- All three charts consume CSS variable tokens through ChartConfig -- zero hardcoded hex values
|
||||
|
||||
## Task Commits
|
||||
|
||||
Each task was committed atomically:
|
||||
|
||||
1. **Task 1: Create ExpenseDonutChart component** - `971c5c7` (feat)
|
||||
2. **Task 2: Create IncomeBarChart and SpendBarChart components** - `bb12d01` (feat)
|
||||
|
||||
## Files Created/Modified
|
||||
- `src/components/dashboard/charts/ExpenseDonutChart.tsx` - Donut pie chart with center label, active hover, custom legend, empty/zero states
|
||||
- `src/components/dashboard/charts/IncomeBarChart.tsx` - Vertical grouped bar chart for income budgeted vs actual
|
||||
- `src/components/dashboard/charts/SpendBarChart.tsx` - Horizontal bar chart for category spend budget vs actual
|
||||
- `src/components/dashboard/charts/ChartEmptyState.tsx` - Shared muted placeholder for empty chart cards
|
||||
|
||||
## Decisions Made
|
||||
- Donut legend placed below the chart rather than to the right, since vertical space is more available in a tight 3-column layout
|
||||
- Used `PieSectorDataItem` from `recharts/types/polar/Pie` for type-safe activeShape render function
|
||||
- ChartEmptyState created as part of this plan since it was a blocking dependency (Plan 01 not yet executed)
|
||||
|
||||
## Deviations from Plan
|
||||
|
||||
### Auto-fixed Issues
|
||||
|
||||
**1. [Rule 3 - Blocking] Created ChartEmptyState component**
|
||||
- **Found during:** Task 1 (ExpenseDonutChart)
|
||||
- **Issue:** ChartEmptyState was planned for Plan 02-01 (wave 1 parallel), but Plan 01 has not been executed yet. All three chart components import from `./ChartEmptyState`.
|
||||
- **Fix:** Created `src/components/dashboard/charts/ChartEmptyState.tsx` matching the Plan 01 specification (muted placeholder with centered message text)
|
||||
- **Files modified:** src/components/dashboard/charts/ChartEmptyState.tsx
|
||||
- **Verification:** Build passes, import resolves correctly
|
||||
- **Committed in:** 971c5c7 (Task 1 commit)
|
||||
|
||||
---
|
||||
|
||||
**Total deviations:** 1 auto-fixed (1 blocking)
|
||||
**Impact on plan:** ChartEmptyState creation was necessary to unblock all chart imports. Follows the exact specification from Plan 01. No scope creep.
|
||||
|
||||
## Issues Encountered
|
||||
None
|
||||
|
||||
## User Setup Required
|
||||
None - no external service configuration required.
|
||||
|
||||
## Next Phase Readiness
|
||||
- All three chart components are ready for integration into the dashboard layout (Plan 03)
|
||||
- Charts are fully presentational -- they accept pre-computed data props and will be wired up by the dashboard layout plan
|
||||
- ChartEmptyState is available for Plan 01 to skip if it detects the file already exists
|
||||
|
||||
## Self-Check: PASSED
|
||||
|
||||
- ExpenseDonutChart.tsx: FOUND
|
||||
- IncomeBarChart.tsx: FOUND
|
||||
- SpendBarChart.tsx: FOUND
|
||||
- ChartEmptyState.tsx: FOUND
|
||||
- Commit 971c5c7: FOUND
|
||||
- Commit bb12d01: FOUND
|
||||
|
||||
---
|
||||
*Phase: 02-dashboard-charts-and-layout*
|
||||
*Completed: 2026-03-16*
|
||||
@@ -0,0 +1,282 @@
|
||||
---
|
||||
phase: 02-dashboard-charts-and-layout
|
||||
plan: 03
|
||||
type: execute
|
||||
wave: 2
|
||||
depends_on: ["02-01", "02-02"]
|
||||
files_modified:
|
||||
- src/pages/DashboardPage.tsx
|
||||
- src/components/dashboard/DashboardSkeleton.tsx
|
||||
autonomous: true
|
||||
requirements: [UI-DASH-01, UI-BAR-01, UI-HBAR-01, UI-DONUT-01]
|
||||
|
||||
must_haves:
|
||||
truths:
|
||||
- "Dashboard page reads month from URL search params and looks up the corresponding budget"
|
||||
- "MonthNavigator appears in the PageShell action slot with a dropdown of all available budget months"
|
||||
- "Dashboard displays SummaryStrip, then a 3-column chart row (donut, vertical bar, horizontal bar), then QuickAdd button"
|
||||
- "Charts and cards update when user navigates to a different month"
|
||||
- "When no budget exists for the selected month, an empty prompt is shown with create/generate options"
|
||||
- "DashboardSkeleton mirrors the new 3-column chart layout"
|
||||
artifacts:
|
||||
- path: "src/pages/DashboardPage.tsx"
|
||||
provides: "Refactored dashboard with URL month nav and 3-column chart grid"
|
||||
exports: ["default"]
|
||||
min_lines: 80
|
||||
- path: "src/components/dashboard/DashboardSkeleton.tsx"
|
||||
provides: "Updated skeleton matching 3-column chart layout"
|
||||
exports: ["DashboardSkeleton"]
|
||||
key_links:
|
||||
- from: "src/pages/DashboardPage.tsx"
|
||||
to: "src/hooks/useMonthParam.ts"
|
||||
via: "useMonthParam hook for month state"
|
||||
pattern: "useMonthParam"
|
||||
- from: "src/pages/DashboardPage.tsx"
|
||||
to: "src/components/dashboard/MonthNavigator.tsx"
|
||||
via: "MonthNavigator in PageShell action slot"
|
||||
pattern: "MonthNavigator"
|
||||
- from: "src/pages/DashboardPage.tsx"
|
||||
to: "src/components/dashboard/charts/ExpenseDonutChart.tsx"
|
||||
via: "import and render in chart grid"
|
||||
pattern: "ExpenseDonutChart"
|
||||
- from: "src/pages/DashboardPage.tsx"
|
||||
to: "src/components/dashboard/charts/IncomeBarChart.tsx"
|
||||
via: "import and render in chart grid"
|
||||
pattern: "IncomeBarChart"
|
||||
- from: "src/pages/DashboardPage.tsx"
|
||||
to: "src/components/dashboard/charts/SpendBarChart.tsx"
|
||||
via: "import and render in chart grid"
|
||||
pattern: "SpendBarChart"
|
||||
- from: "src/pages/DashboardPage.tsx"
|
||||
to: "src/hooks/useBudgets.ts"
|
||||
via: "useBudgets for budget list + useBudgetDetail for selected budget"
|
||||
pattern: "useBudgets.*useBudgetDetail"
|
||||
---
|
||||
|
||||
<objective>
|
||||
Wire all chart components, month navigation, and updated layout into the DashboardPage, and update the DashboardSkeleton to match.
|
||||
|
||||
Purpose: This is the integration plan that ties together the month navigation (Plan 01) and chart components (Plan 02) into the refactored dashboard. Replaces the existing flat pie chart and progress bars with the 3-column chart grid, adds URL-based month navigation, and updates the loading skeleton.
|
||||
|
||||
Output: Refactored DashboardPage.tsx and updated DashboardSkeleton.tsx.
|
||||
</objective>
|
||||
|
||||
<execution_context>
|
||||
@/home/jlmak/.claude/get-shit-done/workflows/execute-plan.md
|
||||
@/home/jlmak/.claude/get-shit-done/templates/summary.md
|
||||
</execution_context>
|
||||
|
||||
<context>
|
||||
@.planning/PROJECT.md
|
||||
@.planning/ROADMAP.md
|
||||
@.planning/STATE.md
|
||||
@.planning/phases/02-dashboard-charts-and-layout/02-CONTEXT.md
|
||||
@.planning/phases/02-dashboard-charts-and-layout/02-RESEARCH.md
|
||||
@.planning/phases/02-dashboard-charts-and-layout/02-01-SUMMARY.md
|
||||
@.planning/phases/02-dashboard-charts-and-layout/02-02-SUMMARY.md
|
||||
|
||||
<interfaces>
|
||||
<!-- Contracts from Plan 01 and Plan 02 that this plan consumes. -->
|
||||
|
||||
From src/hooks/useMonthParam.ts (Plan 01):
|
||||
```typescript
|
||||
export function useMonthParam(): {
|
||||
month: string // "YYYY-MM"
|
||||
setMonth: (newMonth: string) => void
|
||||
navigateMonth: (delta: number) => void
|
||||
}
|
||||
```
|
||||
|
||||
From src/components/dashboard/MonthNavigator.tsx (Plan 01):
|
||||
```typescript
|
||||
interface MonthNavigatorProps {
|
||||
availableMonths: string[] // "YYYY-MM"[]
|
||||
t: (key: string) => string
|
||||
}
|
||||
export function MonthNavigator({ availableMonths, t }: MonthNavigatorProps): JSX.Element
|
||||
```
|
||||
|
||||
From src/components/dashboard/charts/ChartEmptyState.tsx (Plan 01):
|
||||
```typescript
|
||||
export function ChartEmptyState({ message, className }: { message: string; className?: string }): JSX.Element
|
||||
```
|
||||
|
||||
From src/components/dashboard/charts/ExpenseDonutChart.tsx (Plan 02):
|
||||
```typescript
|
||||
interface ExpenseDonutChartProps {
|
||||
data: Array<{ type: string; value: number; label: string }>
|
||||
totalExpenses: number
|
||||
currency: string
|
||||
emptyMessage: string
|
||||
}
|
||||
export function ExpenseDonutChart(props: ExpenseDonutChartProps): JSX.Element
|
||||
```
|
||||
|
||||
From src/components/dashboard/charts/IncomeBarChart.tsx (Plan 02):
|
||||
```typescript
|
||||
interface IncomeBarChartProps {
|
||||
data: Array<{ label: string; budgeted: number; actual: number }>
|
||||
currency: string
|
||||
emptyMessage: string
|
||||
}
|
||||
export function IncomeBarChart(props: IncomeBarChartProps): JSX.Element
|
||||
```
|
||||
|
||||
From src/components/dashboard/charts/SpendBarChart.tsx (Plan 02):
|
||||
```typescript
|
||||
interface SpendBarChartProps {
|
||||
data: Array<{ type: string; label: string; budgeted: number; actual: number }>
|
||||
currency: string
|
||||
emptyMessage: string
|
||||
}
|
||||
export function SpendBarChart(props: SpendBarChartProps): JSX.Element
|
||||
```
|
||||
|
||||
From src/components/shared/PageShell.tsx:
|
||||
```typescript
|
||||
export function PageShell({ title, description, action, children }: PageShellProps): JSX.Element
|
||||
// action slot renders top-right, ideal for MonthNavigator
|
||||
```
|
||||
|
||||
From src/hooks/useBudgets.ts:
|
||||
```typescript
|
||||
export function useBudgets(): { budgets: Budget[]; loading: boolean; createBudget: UseMutationResult; generateFromTemplate: UseMutationResult; ... }
|
||||
export function useBudgetDetail(id: string): { budget: Budget | null; items: BudgetItem[]; loading: boolean }
|
||||
```
|
||||
|
||||
From src/lib/types.ts:
|
||||
```typescript
|
||||
export type CategoryType = "income" | "bill" | "variable_expense" | "debt" | "saving" | "investment"
|
||||
export interface Budget { id: string; start_date: string; end_date: string; currency: string; carryover_amount: number; ... }
|
||||
export interface BudgetItem { id: string; budget_id: string; category_id: string; budgeted_amount: number; actual_amount: number; category?: Category; ... }
|
||||
```
|
||||
</interfaces>
|
||||
</context>
|
||||
|
||||
<tasks>
|
||||
|
||||
<task type="auto">
|
||||
<name>Task 1: Refactor DashboardPage with month navigation and 3-column chart grid</name>
|
||||
<files>src/pages/DashboardPage.tsx</files>
|
||||
<action>
|
||||
Rewrite `src/pages/DashboardPage.tsx` to replace the existing flat pie chart + progress bars with the new 3-chart layout and URL-based month navigation.
|
||||
|
||||
**DashboardPage (outer component):**
|
||||
- Remove the hardcoded `currentMonthStart` helper and the `now`/`year`/`month`/`monthPrefix` date logic
|
||||
- Import `useMonthParam` from `@/hooks/useMonthParam`
|
||||
- Import `MonthNavigator` from `@/components/dashboard/MonthNavigator`
|
||||
- Call `const { month } = useMonthParam()` to get the selected month as `YYYY-MM`
|
||||
- Call `const { budgets, loading } = useBudgets()`
|
||||
- Derive `availableMonths` from budgets: `useMemo(() => budgets.map(b => b.start_date.slice(0, 7)), [budgets])` -- array of `YYYY-MM` strings
|
||||
- Find current budget: `useMemo(() => budgets.find(b => b.start_date.startsWith(month)), [budgets, month])` -- uses `startsWith` prefix matching (per Pitfall 7)
|
||||
- Pass `MonthNavigator` into PageShell `action` slot: `<PageShell title={t("dashboard.title")} action={<MonthNavigator availableMonths={availableMonths} t={t} />}>`
|
||||
- Loading state: show `DashboardSkeleton` inside PageShell (same as current)
|
||||
- No budget for month: show empty prompt with `t("dashboard.noBudgetForMonth")` text and two buttons:
|
||||
- "Create Budget" button calling `createBudget.mutate({ month: parsedMonth, year: parsedYear, currency: "EUR" })`
|
||||
- "Generate from Template" button calling `generateFromTemplate.mutate({ month: parsedMonth, year: parsedYear, currency: "EUR" })`
|
||||
- Parse month/year from the `month` string (split on "-")
|
||||
- Per user decision: empty prompt when navigating to month with no budget, with create/generate option
|
||||
- When budget exists: render `<DashboardContent budgetId={currentBudget.id} />`
|
||||
|
||||
**DashboardContent (inner component):**
|
||||
- Keep `useBudgetDetail(budgetId)` call and the loading/null guards
|
||||
- Keep existing derived totals logic (totalIncome, totalExpenses, availableBalance, budgetedIncome, budgetedExpenses)
|
||||
- Memoize all derived data with `useMemo` (wrap existing reduce operations)
|
||||
|
||||
- **Derive pieData** (same as existing but memoized):
|
||||
```typescript
|
||||
const pieData = useMemo(() =>
|
||||
EXPENSE_TYPES.map(type => {
|
||||
const total = items.filter(i => i.category?.type === type).reduce((sum, i) => sum + i.actual_amount, 0)
|
||||
return { type, value: total, label: t(`categories.types.${type}`) }
|
||||
}).filter(d => d.value > 0),
|
||||
[items, t])
|
||||
```
|
||||
|
||||
- **Derive incomeBarData** (NEW):
|
||||
```typescript
|
||||
const incomeBarData = useMemo(() => {
|
||||
const budgeted = items.filter(i => i.category?.type === "income").reduce((sum, i) => sum + i.budgeted_amount, 0)
|
||||
const actual = items.filter(i => i.category?.type === "income").reduce((sum, i) => sum + i.actual_amount, 0)
|
||||
if (budgeted === 0 && actual === 0) return []
|
||||
return [{ label: t("categories.types.income"), budgeted, actual }]
|
||||
}, [items, t])
|
||||
```
|
||||
|
||||
- **Derive spendBarData** (NEW):
|
||||
```typescript
|
||||
const spendBarData = useMemo(() =>
|
||||
EXPENSE_TYPES.map(type => {
|
||||
const groupItems = items.filter(i => i.category?.type === type)
|
||||
if (groupItems.length === 0) return null
|
||||
const budgeted = groupItems.reduce((sum, i) => sum + i.budgeted_amount, 0)
|
||||
const actual = groupItems.reduce((sum, i) => sum + i.actual_amount, 0)
|
||||
return { type, label: t(`categories.types.${type}`), budgeted, actual }
|
||||
}).filter(Boolean) as Array<{ type: string; label: string; budgeted: number; actual: number }>,
|
||||
[items, t])
|
||||
```
|
||||
|
||||
- **Layout (JSX):** Replace the entire existing chart/progress section with:
|
||||
1. `SummaryStrip` (same as current -- first row)
|
||||
2. Chart row: `<div className="grid gap-6 md:grid-cols-2 lg:grid-cols-3">` containing three `Card` wrappers:
|
||||
- Card 1: `<Card><CardHeader><CardTitle className="text-base">{t("dashboard.expenseDonut")}</CardTitle></CardHeader><CardContent><ExpenseDonutChart data={pieData} totalExpenses={totalExpenses} currency={currency} emptyMessage={t("dashboard.noData")} /></CardContent></Card>`
|
||||
- Card 2: `<Card><CardHeader><CardTitle className="text-base">{t("dashboard.incomeChart")}</CardTitle></CardHeader><CardContent><IncomeBarChart data={incomeBarData} currency={currency} emptyMessage={t("dashboard.noData")} /></CardContent></Card>`
|
||||
- Card 3: `<Card><CardHeader><CardTitle className="text-base">{t("dashboard.spendChart")}</CardTitle></CardHeader><CardContent><SpendBarChart data={spendBarData} currency={currency} emptyMessage={t("dashboard.noData")} /></CardContent></Card>`
|
||||
3. `QuickAddPicker` row (moved below charts per user decision)
|
||||
|
||||
- **Remove:** The old `PieChart`, `Pie`, `Cell`, `ResponsiveContainer`, `Tooltip` imports from recharts (replaced by chart components). Remove the old `progressGroups` derivation. Remove the old 2-column grid layout. Remove old inline pie chart and progress bar JSX.
|
||||
|
||||
- **Keep:** EXPENSE_TYPES constant (still used for data derivation), all SummaryStrip logic, QuickAddPicker integration.
|
||||
</action>
|
||||
<verify>
|
||||
<automated>cd /home/jlmak/Projects/jlmak/SimpleFinanceDash && bun run build</automated>
|
||||
</verify>
|
||||
<done>DashboardPage uses URL search params for month selection, MonthNavigator in PageShell action slot, and a 3-column chart grid (donut, vertical bar, horizontal bar) replacing the old pie chart + progress bars. Empty month prompt shows create/generate buttons. Build passes.</done>
|
||||
</task>
|
||||
|
||||
<task type="auto">
|
||||
<name>Task 2: Update DashboardSkeleton for 3-column chart layout</name>
|
||||
<files>src/components/dashboard/DashboardSkeleton.tsx</files>
|
||||
<action>
|
||||
Update `src/components/dashboard/DashboardSkeleton.tsx` to mirror the new dashboard layout. The skeleton must match the real layout structure to prevent layout shift on load (established pattern from Phase 1).
|
||||
|
||||
**Changes:**
|
||||
- Keep the 3-card summary skeleton row unchanged: `<div className="grid gap-4 sm:grid-cols-2 lg:grid-cols-3">` with 3 `SkeletonStatCard` components
|
||||
- Replace the 2-column chart skeleton with a 3-column grid: `<div className="grid gap-6 md:grid-cols-2 lg:grid-cols-3">`
|
||||
- Each chart skeleton card: `<Card><CardHeader><Skeleton className="h-5 w-40" /></CardHeader><CardContent><Skeleton className="h-[250px] w-full rounded-md" /></CardContent></Card>`
|
||||
- Three skeleton chart cards (matching the donut, bar, bar layout)
|
||||
- Keep the `SkeletonStatCard` helper component unchanged
|
||||
</action>
|
||||
<verify>
|
||||
<automated>cd /home/jlmak/Projects/jlmak/SimpleFinanceDash && bun run build</automated>
|
||||
</verify>
|
||||
<done>DashboardSkeleton mirrors the new 3-column chart layout with 3 skeleton chart cards. Build passes.</done>
|
||||
</task>
|
||||
|
||||
</tasks>
|
||||
|
||||
<verification>
|
||||
- `bun run build` passes with no type errors
|
||||
- `bun run lint` passes (or pre-existing errors only)
|
||||
- DashboardPage imports and renders all 3 chart components
|
||||
- DashboardPage uses `useMonthParam` for month state (no `useState` for month)
|
||||
- MonthNavigator placed in PageShell `action` slot
|
||||
- No old recharts direct imports remain in DashboardPage (PieChart, Pie, Cell, ResponsiveContainer, Tooltip)
|
||||
- No old progress bar JSX remains
|
||||
- Chart grid uses `lg:grid-cols-3` responsive breakpoint
|
||||
- DashboardSkeleton has 3 chart skeleton cards matching real layout
|
||||
</verification>
|
||||
|
||||
<success_criteria>
|
||||
- User can navigate between months using prev/next arrows and month dropdown
|
||||
- Month is stored in URL search params (`?month=YYYY-MM`)
|
||||
- Dashboard shows SummaryStrip, then 3-column chart row, then QuickAdd
|
||||
- Charts and summary cards update when month changes
|
||||
- Empty month shows create/generate prompt
|
||||
- DashboardSkeleton mirrors new layout
|
||||
- `bun run build && bun run lint` passes
|
||||
</success_criteria>
|
||||
|
||||
<output>
|
||||
After completion, create `.planning/phases/02-dashboard-charts-and-layout/02-03-SUMMARY.md`
|
||||
</output>
|
||||
@@ -0,0 +1,117 @@
|
||||
---
|
||||
phase: 02-dashboard-charts-and-layout
|
||||
plan: 03
|
||||
subsystem: ui
|
||||
tags: [react, recharts, tanstack-query, url-state, dashboard, charts]
|
||||
|
||||
# Dependency graph
|
||||
requires:
|
||||
- phase: 02-01
|
||||
provides: useMonthParam hook, MonthNavigator component, ChartEmptyState component, SummaryStrip
|
||||
- phase: 02-02
|
||||
provides: ExpenseDonutChart, IncomeBarChart, SpendBarChart chart components
|
||||
provides:
|
||||
- Refactored DashboardPage with URL-based month navigation and 3-column chart grid
|
||||
- Updated DashboardSkeleton mirroring new 3-column layout
|
||||
- Empty-month prompt with create/generate budget buttons
|
||||
affects: [Phase 03 collapsibles, Phase 04 final polish]
|
||||
|
||||
# Tech tracking
|
||||
tech-stack:
|
||||
added: []
|
||||
patterns:
|
||||
- "All useMemo hooks declared before early returns (Rules of Hooks compliance)"
|
||||
- "MonthNavigator placed in PageShell action slot for consistent top-right placement"
|
||||
- "DashboardContent as inner component — receives budgetId, handles its own loading state"
|
||||
- "URL search params (?month=YYYY-MM) for month state — survives refresh and enables sharing"
|
||||
|
||||
key-files:
|
||||
created: []
|
||||
modified:
|
||||
- src/pages/DashboardPage.tsx
|
||||
- src/components/dashboard/DashboardSkeleton.tsx
|
||||
|
||||
key-decisions:
|
||||
- "useMemo hooks declared before early returns (if loading / if !budget) to comply with Rules of Hooks"
|
||||
- "QuickAdd button moved below chart grid (SummaryStrip -> charts -> QuickAdd ordering)"
|
||||
- "3-column chart grid uses md:grid-cols-2 lg:grid-cols-3 for responsive breakpoints"
|
||||
|
||||
patterns-established:
|
||||
- "Inner DashboardContent component receives budgetId prop, handles useBudgetDetail + all derived data"
|
||||
- "DashboardPage outer component handles month selection, budget lookup, and empty/loading states"
|
||||
|
||||
requirements-completed: [UI-DASH-01, UI-BAR-01, UI-HBAR-01, UI-DONUT-01]
|
||||
|
||||
# Metrics
|
||||
duration: 3min
|
||||
completed: 2026-03-16
|
||||
---
|
||||
|
||||
# Phase 2 Plan 03: Dashboard Integration Summary
|
||||
|
||||
**DashboardPage wired with URL month navigation (useMonthParam), MonthNavigator in PageShell action slot, and a responsive 3-column chart grid (ExpenseDonutChart, IncomeBarChart, SpendBarChart) replacing the old recharts pie + progress bars**
|
||||
|
||||
## Performance
|
||||
|
||||
- **Duration:** 3 min
|
||||
- **Started:** 2026-03-16T13:20:40Z
|
||||
- **Completed:** 2026-03-16T13:23:04Z
|
||||
- **Tasks:** 2
|
||||
- **Files modified:** 2
|
||||
|
||||
## Accomplishments
|
||||
|
||||
- Replaced hardcoded current-month logic with `useMonthParam` for URL search param-based month state
|
||||
- Replaced old flat recharts `PieChart` + progress bar layout with 3-column grid of chart components from Plan 02
|
||||
- Added empty-month prompt with "Create Budget" and "Generate from Template" buttons
|
||||
- Updated `DashboardSkeleton` from 2-column to 3-column chart skeleton to prevent layout shift
|
||||
|
||||
## Task Commits
|
||||
|
||||
Each task was committed atomically:
|
||||
|
||||
1. **Task 1: Refactor DashboardPage with month navigation and 3-column chart grid** - `01674e1` (feat)
|
||||
2. **Task 2: Update DashboardSkeleton for 3-column chart layout** - `243cacf` (feat)
|
||||
|
||||
**Plan metadata:** (final commit follows)
|
||||
|
||||
## Files Created/Modified
|
||||
|
||||
- `src/pages/DashboardPage.tsx` - Refactored dashboard with URL month nav, MonthNavigator in action slot, 3-column chart grid, empty-month prompt
|
||||
- `src/components/dashboard/DashboardSkeleton.tsx` - Updated skeleton with 3 chart skeleton cards matching real layout
|
||||
|
||||
## Decisions Made
|
||||
|
||||
- All `useMemo` hooks declared before early returns (`if (loading)`, `if (!budget)`) to comply with React Rules of Hooks — avoids conditional hook invocation
|
||||
- QuickAdd button placed below chart grid (SummaryStrip -> charts -> QuickAdd ordering per plan decision)
|
||||
- Chart grid uses `md:grid-cols-2 lg:grid-cols-3` responsive breakpoints (2-up on tablet, 3-up on desktop)
|
||||
|
||||
## Deviations from Plan
|
||||
|
||||
None - plan executed exactly as written. (Minor code placement adjustment: moved `useMemo` hooks before early returns to comply with Rules of Hooks — this was a correctness fix during implementation, not a plan deviation.)
|
||||
|
||||
## Issues Encountered
|
||||
|
||||
- Lint errors flagged: 6 errors all pre-existing in unrelated files (`MonthNavigator.tsx`, `badge.tsx`, `button.tsx`, `sidebar.tsx`, `useBudgets.ts`). None caused by this plan's changes. Documented in scope boundary per deviation rules.
|
||||
|
||||
## User Setup Required
|
||||
|
||||
None - no external service configuration required.
|
||||
|
||||
## Next Phase Readiness
|
||||
|
||||
- Phase 2 is now complete: all 3 plans done (month navigation + chart infrastructure, chart components, dashboard integration)
|
||||
- Phase 3 (collapsible category rows in BudgetDetailPage) can proceed
|
||||
- Dashboard shows full financial picture: SummaryStrip + 3 charts + QuickAdd, navigable by month via URL
|
||||
|
||||
## Self-Check: PASSED
|
||||
|
||||
- FOUND: src/pages/DashboardPage.tsx
|
||||
- FOUND: src/components/dashboard/DashboardSkeleton.tsx
|
||||
- FOUND: .planning/phases/02-dashboard-charts-and-layout/02-03-SUMMARY.md
|
||||
- FOUND commit: 01674e1 (feat: refactor DashboardPage)
|
||||
- FOUND commit: 243cacf (feat: update DashboardSkeleton)
|
||||
|
||||
---
|
||||
*Phase: 02-dashboard-charts-and-layout*
|
||||
*Completed: 2026-03-16*
|
||||
@@ -0,0 +1,99 @@
|
||||
# Phase 2: Dashboard Charts and Layout - Context
|
||||
|
||||
**Gathered:** 2026-03-16
|
||||
**Status:** Ready for planning
|
||||
|
||||
<domain>
|
||||
## Phase Boundary
|
||||
|
||||
Deliver the full dashboard chart suite — expense donut chart, grouped vertical bar chart (income budgeted vs actual), and horizontal bar chart (budget vs actual by category type) — inside a responsive 3-column layout with month navigation and memoized data derivations. Replaces the existing flat pie chart and progress bars.
|
||||
|
||||
</domain>
|
||||
|
||||
<decisions>
|
||||
## Implementation Decisions
|
||||
|
||||
### Chart layout & arrangement
|
||||
- 3-column grid on desktop — donut, vertical bar, and horizontal bar charts side by side in a single row
|
||||
- Each chart wrapped in its own Card component (consistent with StatCard pattern)
|
||||
- Responsive collapse on smaller screens — Claude's discretion on breakpoints
|
||||
- Visual order: SummaryStrip first, chart row second, QuickAdd button moved below charts
|
||||
|
||||
### Month navigation
|
||||
- Arrow buttons for prev/next month plus a clickable month label that opens a dropdown for direct jump to any available month
|
||||
- Month stored in URL search params (e.g. `/dashboard?month=2026-02`) — enables sharing links and browser back button
|
||||
- When navigating to a month with no budget: show the month page with an empty prompt ("No budget for this month") and a create/generate option
|
||||
- Dropdown lists all months that have budgets; arrow buttons allow navigating beyond existing budgets (showing empty prompt)
|
||||
|
||||
### Chart empty states
|
||||
- When a chart has no data: show a muted placeholder (greyed-out chart outline with text overlay) inside the chart card
|
||||
- Donut chart with zero amounts (budget exists, nothing spent): show empty ring in neutral/muted color with $0 center label — indicates chart is "ready"
|
||||
- When a brand new budget has no items at all: show individual placeholders per chart card independently (no combined empty state)
|
||||
|
||||
### Donut chart styling
|
||||
- Center label shows total expense amount only (formatted currency, no label text)
|
||||
- Active sector expands on hover
|
||||
- Custom legend — Claude's discretion on placement (below vs right side) based on 3-column layout constraints
|
||||
- Uses existing category color CSS variables from palette.ts
|
||||
|
||||
### Bar chart styling
|
||||
- Vertical bar chart (income): budgeted bars in muted/lighter shade, actual bars in vivid category color — emphasizes actuals
|
||||
- Horizontal bar chart (category type spend): budgeted bars muted, actual bars vivid
|
||||
- Over-budget indicator: actual bar extends past budgeted mark with red accent (over-budget semantic color) — visually flags overspending
|
||||
- All bars consume CSS variable tokens (no hardcoded hex values)
|
||||
|
||||
### Claude's Discretion
|
||||
- Responsive breakpoints for chart row collapse (3-col → stacked)
|
||||
- Donut legend placement (below vs right side of chart)
|
||||
- Chart tooltip content and formatting
|
||||
- Exact spacing and typography within chart cards
|
||||
- DashboardSkeleton updates for new layout
|
||||
- Data memoization strategy (useMemo vs derived state)
|
||||
- Month navigation placement (PageShell CTA slot vs own row)
|
||||
|
||||
</decisions>
|
||||
|
||||
<specifics>
|
||||
## Specific Ideas
|
||||
|
||||
No specific references — open to standard approaches within the established design system.
|
||||
|
||||
</specifics>
|
||||
|
||||
<code_context>
|
||||
## Existing Code Insights
|
||||
|
||||
### Reusable Assets
|
||||
- `chart.tsx` (shadcn): ChartContainer with ChartConfig, initialDimension patch applied — use for all three charts
|
||||
- `categoryColors` (palette.ts): CSS variable map for all 6 category types — use for chart fills
|
||||
- `StatCard` / `SummaryStrip` (components/dashboard/): Already integrated in DashboardContent — keep as-is
|
||||
- `DashboardSkeleton` (components/dashboard/): Mirrors current layout — needs updating for 3-column chart row
|
||||
- `Card` / `CardHeader` / `CardContent` (ui/card.tsx): Wrap each chart in a Card
|
||||
- `formatCurrency` (lib/format.ts): Currency formatting for chart labels and tooltips
|
||||
|
||||
### Established Patterns
|
||||
- Two-tier OKLCH color pattern: text colors at ~0.55 lightness, chart fills at ~0.65-0.70 (Phase 1 decision)
|
||||
- Semantic status tokens: `--color-over-budget` (red) and `--color-on-budget` (green) available
|
||||
- TanStack Query for data fetching: `useBudgetDetail(id)` returns budget + items with category joins
|
||||
- `useBudgets()` returns all budgets list — can drive the month dropdown options
|
||||
- Components accept `t()` as prop to stay presentational (Phase 1 pattern)
|
||||
|
||||
### Integration Points
|
||||
- `DashboardContent` component (DashboardPage.tsx:48): Currently orchestrates pie chart + progress bars — will be refactored to render 3 chart components
|
||||
- `DashboardPage` (DashboardPage.tsx:256): Currently finds current-month budget by date prefix — needs refactoring for URL-param-driven month selection
|
||||
- React Router: URL search params integration for month state
|
||||
- `EXPENSE_TYPES` constant (DashboardPage.tsx:24): Already defines non-income category types — reusable for bar/donut data derivation
|
||||
|
||||
</code_context>
|
||||
|
||||
<deferred>
|
||||
## Deferred Ideas
|
||||
|
||||
None — discussion stayed within phase scope
|
||||
|
||||
</deferred>
|
||||
|
||||
---
|
||||
|
||||
*Phase: 02-dashboard-charts-and-layout*
|
||||
*Context gathered: 2026-03-16*
|
||||
@@ -0,0 +1,510 @@
|
||||
# Phase 2: Dashboard Charts and Layout - Research
|
||||
|
||||
**Researched:** 2026-03-16
|
||||
**Domain:** Recharts 2.x chart components (Donut/PieChart, BarChart, Horizontal BarChart), shadcn/ui ChartContainer integration, React Router URL state management
|
||||
**Confidence:** HIGH
|
||||
|
||||
## Summary
|
||||
|
||||
Phase 2 replaces the existing flat pie chart and progress bars on the dashboard with three rich chart components -- an expense donut chart with center label and active sector, a grouped vertical bar chart for income budgeted vs actual, and a horizontal bar chart for category-type budget vs actual spending. All charts must consume CSS variable tokens from the established OKLCH palette (no hardcoded hex values) and handle empty states gracefully. Month navigation via URL search params enables shareable links and browser history navigation.
|
||||
|
||||
The project uses **Recharts 2.15.4** (not 3.x as the roadmap loosely referenced). This is important because Recharts 2.x has working `<Label>` support inside `<Pie>` for center text, and the established `chart.tsx` from shadcn/ui with the `initialDimension` patch is already configured. The `ChartContainer` + `ChartConfig` pattern from shadcn/ui provides the theme-aware wrapper -- all chart colors flow through `ChartConfig` entries referencing CSS variables, which ChartStyle injects as scoped `--color-{key}` custom properties.
|
||||
|
||||
**Primary recommendation:** Build each chart as an isolated presentational component in `src/components/dashboard/charts/`, wire them into a refactored `DashboardContent` with a 3-column responsive grid, and manage month selection state with `useSearchParams` from `react-router-dom`.
|
||||
|
||||
<user_constraints>
|
||||
## User Constraints (from CONTEXT.md)
|
||||
|
||||
### Locked Decisions
|
||||
- 3-column grid on desktop -- donut, vertical bar, and horizontal bar charts side by side in a single row
|
||||
- Each chart wrapped in its own Card component (consistent with StatCard pattern)
|
||||
- Visual order: SummaryStrip first, chart row second, QuickAdd button moved below charts
|
||||
- Month navigation: Arrow buttons for prev/next month plus a clickable month label that opens a dropdown for direct jump to any available month
|
||||
- Month stored in URL search params (e.g. `/dashboard?month=2026-02`) -- enables sharing links and browser back button
|
||||
- When navigating to a month with no budget: show the month page with an empty prompt ("No budget for this month") and a create/generate option
|
||||
- Dropdown lists all months that have budgets; arrow buttons allow navigating beyond existing budgets (showing empty prompt)
|
||||
- When a chart has no data: show a muted placeholder (greyed-out chart outline with text overlay) inside the chart card
|
||||
- Donut chart with zero amounts (budget exists, nothing spent): show empty ring in neutral/muted color with $0 center label
|
||||
- When a brand new budget has no items at all: show individual placeholders per chart card independently (no combined empty state)
|
||||
- Center label shows total expense amount only (formatted currency, no label text)
|
||||
- Active sector expands on hover
|
||||
- Uses existing category color CSS variables from palette.ts
|
||||
- Vertical bar chart (income): budgeted bars in muted/lighter shade, actual bars in vivid category color -- emphasizes actuals
|
||||
- Horizontal bar chart (category type spend): budgeted bars muted, actual bars vivid
|
||||
- Over-budget indicator: actual bar extends past budgeted mark with red accent (over-budget semantic color) -- visually flags overspending
|
||||
- All bars consume CSS variable tokens (no hardcoded hex values)
|
||||
|
||||
### Claude's Discretion
|
||||
- Responsive breakpoints for chart row collapse (3-col to stacked)
|
||||
- Donut legend placement (below vs right side of chart)
|
||||
- Chart tooltip content and formatting
|
||||
- Exact spacing and typography within chart cards
|
||||
- DashboardSkeleton updates for new layout
|
||||
- Data memoization strategy (useMemo vs derived state)
|
||||
- Month navigation placement (PageShell CTA slot vs own row)
|
||||
|
||||
### Deferred Ideas (OUT OF SCOPE)
|
||||
None -- discussion stayed within phase scope
|
||||
</user_constraints>
|
||||
|
||||
<phase_requirements>
|
||||
## Phase Requirements
|
||||
|
||||
| ID | Description | Research Support |
|
||||
|----|-------------|-----------------|
|
||||
| UI-DASH-01 | Redesign dashboard with hybrid layout -- summary cards, charts, and collapsible category sections with budget/actual columns | This phase delivers the charts layer: 3-column chart grid below SummaryStrip, month navigation, responsive layout. Collapsible sections are Phase 3. |
|
||||
| UI-BAR-01 | Add bar chart comparing income budget vs actual | Vertical BarChart with grouped bars (budgeted muted, actual vivid), using ChartContainer + ChartConfig pattern |
|
||||
| UI-HBAR-01 | Add horizontal bar chart comparing spend budget vs actual by category type | Horizontal BarChart via `layout="vertical"` on `<BarChart>`, swapped axis types, over-budget red accent via Cell conditional fill |
|
||||
| UI-DONUT-01 | Improve donut chart for expense category breakdown with richer styling | PieChart with innerRadius/outerRadius, activeShape for hover expansion, center Label for total, custom legend, category fill colors from CSS variables |
|
||||
</phase_requirements>
|
||||
|
||||
## Standard Stack
|
||||
|
||||
### Core
|
||||
| Library | Version | Purpose | Why Standard |
|
||||
|---------|---------|---------|--------------|
|
||||
| recharts | 2.15.4 | All chart rendering (PieChart, BarChart) | Already installed, shadcn/ui chart.tsx built on it |
|
||||
| react-router-dom | 7.13.1 | `useSearchParams` for month URL state | Already installed, provides shareable URL state |
|
||||
| react | 19.2.4 | `useMemo` for data derivation memoization | Already installed |
|
||||
|
||||
### Supporting
|
||||
| Library | Version | Purpose | When to Use |
|
||||
|---------|---------|---------|-------------|
|
||||
| @/components/ui/chart | shadcn | ChartContainer, ChartConfig, ChartTooltip, ChartTooltipContent, ChartLegend, ChartLegendContent | Wrap every chart for theme-aware color injection |
|
||||
| @/lib/palette | project | categoryColors map (CSS variable references) | Feed into ChartConfig color entries |
|
||||
| @/lib/format | project | formatCurrency for tooltip/label values | All monetary displays in charts |
|
||||
| lucide-react | 0.577.0 | ChevronLeft, ChevronRight icons for month nav | Month navigation arrows |
|
||||
|
||||
### Alternatives Considered
|
||||
| Instead of | Could Use | Tradeoff |
|
||||
|------------|-----------|----------|
|
||||
| Recharts 2.x | Recharts 3.x | v3 has broken `<Label>` in PieChart (issue #5985); stay on 2.15.4 |
|
||||
| useSearchParams | useState | Would lose URL shareability and browser back/forward; user explicitly chose URL params |
|
||||
| Custom tooltip | ChartTooltipContent from shadcn | shadcn's built-in tooltip handles config labels/colors automatically; prefer it |
|
||||
|
||||
**Installation:**
|
||||
```bash
|
||||
# No new packages needed -- all dependencies already installed
|
||||
```
|
||||
|
||||
## Architecture Patterns
|
||||
|
||||
### Recommended Project Structure
|
||||
```
|
||||
src/
|
||||
components/
|
||||
dashboard/
|
||||
charts/
|
||||
ExpenseDonutChart.tsx # Donut pie chart with center label
|
||||
IncomeBarChart.tsx # Vertical grouped bar (budgeted vs actual)
|
||||
SpendBarChart.tsx # Horizontal bar (budget vs actual by category)
|
||||
ChartEmptyState.tsx # Shared muted placeholder for no-data charts
|
||||
MonthNavigator.tsx # Prev/Next arrows + month dropdown
|
||||
SummaryStrip.tsx # (existing)
|
||||
StatCard.tsx # (existing)
|
||||
DashboardSkeleton.tsx # (existing -- needs update for 3-col chart row)
|
||||
hooks/
|
||||
useMonthParam.ts # Custom hook wrapping useSearchParams for month state
|
||||
pages/
|
||||
DashboardPage.tsx # Refactored: month param -> budget lookup -> DashboardContent
|
||||
lib/
|
||||
palette.ts # (existing -- categoryColors, add chartFillColors)
|
||||
format.ts # (existing -- formatCurrency)
|
||||
```
|
||||
|
||||
### Pattern 1: ChartContainer + ChartConfig Color Injection
|
||||
**What:** shadcn's `ChartContainer` reads a `ChartConfig` object and injects scoped `--color-{key}` CSS custom properties via a `<style>` tag. Chart components then reference these as `fill="var(--color-{key})"`.
|
||||
**When to use:** Every chart in this phase.
|
||||
**Example:**
|
||||
```typescript
|
||||
// Source: shadcn/ui chart docs + project's chart.tsx
|
||||
import { ChartContainer, ChartTooltip, ChartTooltipContent } from "@/components/ui/chart"
|
||||
import type { ChartConfig } from "@/components/ui/chart"
|
||||
|
||||
const chartConfig = {
|
||||
bill: {
|
||||
label: "Bills",
|
||||
color: "var(--color-bill-fill)", // references index.css @theme token
|
||||
},
|
||||
variable_expense: {
|
||||
label: "Variable Expenses",
|
||||
color: "var(--color-variable-expense-fill)",
|
||||
},
|
||||
// ... other category types
|
||||
} satisfies ChartConfig
|
||||
|
||||
// In JSX:
|
||||
<ChartContainer config={chartConfig} className="min-h-[250px] w-full">
|
||||
<PieChart>
|
||||
<Pie data={data} dataKey="value" nameKey="type" fill="var(--color-bill)" />
|
||||
<ChartTooltip content={<ChartTooltipContent />} />
|
||||
</PieChart>
|
||||
</ChartContainer>
|
||||
```
|
||||
|
||||
### Pattern 2: Donut Chart with Active Shape + Center Label
|
||||
**What:** `<Pie>` with `innerRadius`/`outerRadius` creates donut shape. `activeIndex` + `activeShape` prop renders expanded sector on hover. `<Label>` placed inside `<Pie>` renders center text.
|
||||
**When to use:** ExpenseDonutChart component.
|
||||
**Example:**
|
||||
```typescript
|
||||
// Source: Recharts 2.x API docs, recharts/recharts#191
|
||||
import { PieChart, Pie, Cell, Sector, Label } from "recharts"
|
||||
|
||||
// Active shape: renders the hovered sector with larger outerRadius
|
||||
const renderActiveShape = (props: any) => {
|
||||
const { cx, cy, innerRadius, outerRadius, startAngle, endAngle, fill } = props
|
||||
return (
|
||||
<Sector
|
||||
cx={cx}
|
||||
cy={cy}
|
||||
innerRadius={innerRadius}
|
||||
outerRadius={outerRadius + 8}
|
||||
startAngle={startAngle}
|
||||
endAngle={endAngle}
|
||||
fill={fill}
|
||||
/>
|
||||
)
|
||||
}
|
||||
|
||||
// In component:
|
||||
const [activeIndex, setActiveIndex] = useState(-1)
|
||||
|
||||
<Pie
|
||||
data={pieData}
|
||||
dataKey="value"
|
||||
nameKey="type"
|
||||
innerRadius={60}
|
||||
outerRadius={85}
|
||||
activeIndex={activeIndex}
|
||||
activeShape={renderActiveShape}
|
||||
onMouseEnter={(_, index) => setActiveIndex(index)}
|
||||
onMouseLeave={() => setActiveIndex(-1)}
|
||||
>
|
||||
{pieData.map((entry) => (
|
||||
<Cell key={entry.type} fill={`var(--color-${entry.type}-fill)`} />
|
||||
))}
|
||||
<Label
|
||||
content={({ viewBox }) => {
|
||||
if (viewBox && "cx" in viewBox && "cy" in viewBox) {
|
||||
return (
|
||||
<text x={viewBox.cx} y={viewBox.cy} textAnchor="middle" dominantBaseline="middle">
|
||||
<tspan className="fill-foreground text-xl font-bold">
|
||||
{formatCurrency(totalExpenses, currency)}
|
||||
</tspan>
|
||||
</text>
|
||||
)
|
||||
}
|
||||
}}
|
||||
/>
|
||||
</Pie>
|
||||
```
|
||||
|
||||
### Pattern 3: Horizontal Bar Chart via layout="vertical"
|
||||
**What:** Recharts uses `layout="vertical"` on `<BarChart>` to produce horizontal bars. Axes must be swapped: `XAxis type="number"` and `YAxis type="category"`.
|
||||
**When to use:** SpendBarChart (budget vs actual by category type).
|
||||
**Example:**
|
||||
```typescript
|
||||
// Source: Recharts API docs, shadcn/ui chart-bar-horizontal pattern
|
||||
import { BarChart, Bar, XAxis, YAxis, CartesianGrid } from "recharts"
|
||||
|
||||
<BarChart layout="vertical" data={spendData}>
|
||||
<CartesianGrid horizontal={false} />
|
||||
<XAxis type="number" hide />
|
||||
<YAxis
|
||||
type="category"
|
||||
dataKey="label"
|
||||
width={120}
|
||||
tick={{ fontSize: 12 }}
|
||||
/>
|
||||
<Bar dataKey="budgeted" fill="var(--color-budgeted)" radius={4} />
|
||||
<Bar dataKey="actual" fill="var(--color-actual)" radius={4}>
|
||||
{spendData.map((entry, index) => (
|
||||
<Cell
|
||||
key={index}
|
||||
fill={entry.actual > entry.budgeted
|
||||
? "var(--color-over-budget)"
|
||||
: `var(--color-${entry.type}-fill)`
|
||||
}
|
||||
/>
|
||||
))}
|
||||
</Bar>
|
||||
</BarChart>
|
||||
```
|
||||
|
||||
### Pattern 4: Month Navigation with URL Search Params
|
||||
**What:** `useSearchParams` stores the selected month as `?month=YYYY-MM` in the URL. A custom `useMonthParam` hook parses the param, falls back to current month, and provides setter functions.
|
||||
**When to use:** DashboardPage and MonthNavigator.
|
||||
**Example:**
|
||||
```typescript
|
||||
// Source: React Router v7 docs
|
||||
import { useSearchParams } from "react-router-dom"
|
||||
|
||||
function useMonthParam() {
|
||||
const [searchParams, setSearchParams] = useSearchParams()
|
||||
|
||||
const monthParam = searchParams.get("month")
|
||||
const now = new Date()
|
||||
const currentMonth = `${now.getFullYear()}-${String(now.getMonth() + 1).padStart(2, "0")}`
|
||||
const month = monthParam || currentMonth // "YYYY-MM"
|
||||
|
||||
const setMonth = (newMonth: string) => {
|
||||
setSearchParams((prev) => {
|
||||
prev.set("month", newMonth)
|
||||
return prev
|
||||
})
|
||||
}
|
||||
|
||||
const navigateMonth = (delta: number) => {
|
||||
const [year, mo] = month.split("-").map(Number)
|
||||
const d = new Date(year, mo - 1 + delta, 1)
|
||||
const next = `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, "0")}`
|
||||
setMonth(next)
|
||||
}
|
||||
|
||||
return { month, setMonth, navigateMonth }
|
||||
}
|
||||
```
|
||||
|
||||
### Pattern 5: Over-Budget Visual Indicator
|
||||
**What:** For bar charts, when actual exceeds budgeted, the actual bar uses `--color-over-budget` (red) fill via `<Cell>` conditional coloring. The bar naturally extends past the budgeted bar length, providing a visual overshoot.
|
||||
**When to use:** Both IncomeBarChart and SpendBarChart.
|
||||
**Key detail:** With grouped (non-stacked) bars, the actual bar and budgeted bar render side by side. The actual bar being taller/longer than the budgeted bar IS the visual indicator. Adding a red fill when over-budget reinforces the message.
|
||||
|
||||
### Anti-Patterns to Avoid
|
||||
- **Wrapping Recharts in abstractions:** shadcn/ui explicitly says "we do not wrap Recharts." Use Recharts components directly, only adding ChartContainer/ChartTooltip as enhancement wrappers.
|
||||
- **Hardcoded hex colors in charts:** All colors must flow through CSS variables via ChartConfig. The existing `categoryColors` in palette.ts already uses `var(--color-*)` references.
|
||||
- **Using ResponsiveContainer directly:** The project's `chart.tsx` already wraps it inside `ChartContainer` with the `initialDimension` patch. Using raw `ResponsiveContainer` bypasses the fix and causes `width(-1)` console warnings.
|
||||
- **Stacking bars when grouped is needed:** For income bar chart, budgeted and actual should be side-by-side (grouped), not stacked. Do NOT use `stackId` -- just place two `<Bar>` components without it.
|
||||
- **Putting month state in React state:** User decision requires URL search params. Using `useState` for month would lose shareability and browser back/forward support.
|
||||
|
||||
## Don't Hand-Roll
|
||||
|
||||
| Problem | Don't Build | Use Instead | Why |
|
||||
|---------|-------------|-------------|-----|
|
||||
| Chart color theming | Custom CSS injection per chart | `ChartContainer` + `ChartConfig` from chart.tsx | Handles theme injection, dark mode, and scoped CSS variables automatically |
|
||||
| Responsive chart sizing | Manual resize observers | `ChartContainer` (wraps `ResponsiveContainer` with `initialDimension` patch) | Already solves the SSR/initial-render sizing bug |
|
||||
| Chart tooltips | Custom div overlays on hover | `<ChartTooltip content={<ChartTooltipContent />} />` | Pre-styled, reads ChartConfig labels, handles positioning |
|
||||
| Currency formatting | `toFixed(2)` or template literals | `formatCurrency(amount, currency)` from lib/format.ts | Handles locale-aware formatting (Intl.NumberFormat) |
|
||||
| Month arithmetic | Manual date string manipulation | `new Date(year, month + delta, 1)` | Handles year rollover (Dec to Jan) automatically |
|
||||
| Category color lookup | Switch statements or if/else chains | `categoryColors[type]` from palette.ts | Single source of truth, already uses CSS variable references |
|
||||
|
||||
**Key insight:** The shadcn chart.tsx component is the critical integration layer. It provides ChartContainer (with the initialDimension fix), ChartConfig (color theming), ChartTooltip/Content (pre-styled tooltips), and ChartLegend/Content (pre-styled legends). Every chart MUST use ChartContainer as its outer wrapper.
|
||||
|
||||
## Common Pitfalls
|
||||
|
||||
### Pitfall 1: Recharts width(-1) Console Warnings
|
||||
**What goes wrong:** Charts render with 0 or negative width on initial mount, producing console warnings and invisible charts.
|
||||
**Why it happens:** `ResponsiveContainer` measures parent on mount; if parent has no explicit dimensions yet, width resolves to 0 or -1.
|
||||
**How to avoid:** Always use `ChartContainer` from chart.tsx (which sets `initialDimension={{ width: 320, height: 200 }}`). Also set `className="min-h-[250px] w-full"` on ChartContainer.
|
||||
**Warning signs:** Console warns `width(-1)` or chart appears blank on first render.
|
||||
|
||||
### Pitfall 2: Horizontal Bar Chart Axis Confusion
|
||||
**What goes wrong:** Setting `layout="vertical"` but leaving XAxis/YAxis in default configuration produces broken or invisible bars.
|
||||
**Why it happens:** Recharts naming is counterintuitive -- `layout="vertical"` means bars go **horizontal**. When layout is vertical, XAxis must be `type="number"` and YAxis must be `type="category"`.
|
||||
**How to avoid:** Always pair `layout="vertical"` with `<XAxis type="number" />` and `<YAxis type="category" dataKey="label" />`.
|
||||
**Warning signs:** Bars not visible, axis labels missing, or bars rendering as tiny dots.
|
||||
|
||||
### Pitfall 3: ChartConfig Keys Must Match Data Keys
|
||||
**What goes wrong:** Tooltip labels show raw dataKey names instead of formatted labels, or colors don't apply.
|
||||
**Why it happens:** `ChartConfig` keys are used to look up labels and colors. If the config key doesn't match the `dataKey` or `nameKey` used in the chart, the lookup fails silently.
|
||||
**How to avoid:** Ensure ChartConfig keys exactly match the `dataKey` and `nameKey` values used on `<Bar>`, `<Pie>`, and tooltip/legend `nameKey` props.
|
||||
**Warning signs:** Tooltips showing "budgeted" instead of "Budgeted Amount", or missing color dots in legend.
|
||||
|
||||
### Pitfall 4: Pie Chart Label Positioning with viewBox
|
||||
**What goes wrong:** Center label text does not appear or appears at wrong position.
|
||||
**Why it happens:** In Recharts 2.x, the `<Label>` component inside `<Pie>` receives a `viewBox` prop with `cx`/`cy` coordinates. If the content function doesn't destructure and check for these, the text won't render.
|
||||
**How to avoid:** Always check `viewBox && "cx" in viewBox && "cy" in viewBox` before rendering the `<text>` element in the Label content function.
|
||||
**Warning signs:** Donut chart renders but center is empty.
|
||||
|
||||
### Pitfall 5: useSearchParams Replaces All Params
|
||||
**What goes wrong:** Setting one search param wipes out others.
|
||||
**Why it happens:** `setSearchParams({ month: "2026-03" })` replaces ALL params. If other params existed, they're gone.
|
||||
**How to avoid:** Use the callback form: `setSearchParams(prev => { prev.set("month", value); return prev })`. This preserves existing params.
|
||||
**Warning signs:** Other URL params disappearing when changing month.
|
||||
|
||||
### Pitfall 6: Empty Array Passed to PieChart
|
||||
**What goes wrong:** Recharts throws errors or renders broken SVG when `<Pie data={[]}/>` is used.
|
||||
**Why it happens:** Recharts expects at least one data point for proper SVG path calculation.
|
||||
**How to avoid:** Conditionally render the chart only when data exists, or show the ChartEmptyState placeholder when data is empty.
|
||||
**Warning signs:** Console errors about NaN or invalid SVG path.
|
||||
|
||||
### Pitfall 7: Month Param Mismatch with Budget start_date Format
|
||||
**What goes wrong:** Budget lookup fails even though the correct month is selected.
|
||||
**Why it happens:** URL param is `YYYY-MM` but `budget.start_date` is `YYYY-MM-DD`. Comparison must use `startsWith` prefix matching.
|
||||
**How to avoid:** Use `budget.start_date.startsWith(monthParam)` for matching, consistent with the existing `currentMonthStart` helper pattern.
|
||||
**Warning signs:** "No budget" message shown for a month that has a budget.
|
||||
|
||||
## Code Examples
|
||||
|
||||
Verified patterns from the project codebase and official sources:
|
||||
|
||||
### ChartConfig for Category Colors (Using Existing CSS Variables)
|
||||
```typescript
|
||||
// Source: project index.css @theme tokens + palette.ts pattern
|
||||
import type { ChartConfig } from "@/components/ui/chart"
|
||||
|
||||
// For donut chart -- uses fill variants (lighter for chart fills)
|
||||
export const expenseChartConfig = {
|
||||
bill: { label: "Bills", color: "var(--color-bill-fill)" },
|
||||
variable_expense: { label: "Variable Expenses", color: "var(--color-variable-expense-fill)" },
|
||||
debt: { label: "Debts", color: "var(--color-debt-fill)" },
|
||||
saving: { label: "Savings", color: "var(--color-saving-fill)" },
|
||||
investment: { label: "Investments", color: "var(--color-investment-fill)" },
|
||||
} satisfies ChartConfig
|
||||
|
||||
// For income bar chart -- budgeted (muted) vs actual (vivid)
|
||||
export const incomeBarConfig = {
|
||||
budgeted: { label: "Budgeted", color: "var(--color-budget-bar-bg)" },
|
||||
actual: { label: "Actual", color: "var(--color-income-fill)" },
|
||||
} satisfies ChartConfig
|
||||
|
||||
// For spend bar chart -- same muted/vivid pattern, per-cell override for over-budget
|
||||
export const spendBarConfig = {
|
||||
budgeted: { label: "Budgeted", color: "var(--color-budget-bar-bg)" },
|
||||
actual: { label: "Actual", color: "var(--color-muted-foreground)" }, // base; overridden per-cell
|
||||
} satisfies ChartConfig
|
||||
```
|
||||
|
||||
### Memoized Data Derivation Pattern
|
||||
```typescript
|
||||
// Source: React useMemo best practice for derived chart data
|
||||
const pieData = useMemo(() => {
|
||||
return EXPENSE_TYPES.map((type) => {
|
||||
const total = items
|
||||
.filter((i) => i.category?.type === type)
|
||||
.reduce((sum, i) => sum + i.actual_amount, 0)
|
||||
return { type, value: total, label: t(`categories.types.${type}`) }
|
||||
}).filter((d) => d.value > 0)
|
||||
}, [items, t])
|
||||
|
||||
const totalExpenses = useMemo(() => {
|
||||
return items
|
||||
.filter((i) => i.category?.type !== "income")
|
||||
.reduce((sum, i) => sum + i.actual_amount, 0)
|
||||
}, [items])
|
||||
```
|
||||
|
||||
### Budget Lookup by Month Param
|
||||
```typescript
|
||||
// Source: project DashboardPage.tsx existing pattern + useSearchParams
|
||||
const { month } = useMonthParam() // "YYYY-MM"
|
||||
const { budgets, loading } = useBudgets()
|
||||
|
||||
const currentBudget = useMemo(() => {
|
||||
return budgets.find((b) => b.start_date.startsWith(month))
|
||||
}, [budgets, month])
|
||||
|
||||
// Month dropdown options: all months that have budgets
|
||||
const availableMonths = useMemo(() => {
|
||||
return budgets.map((b) => b.start_date.slice(0, 7)) // "YYYY-MM"
|
||||
}, [budgets])
|
||||
```
|
||||
|
||||
### Empty Donut State (Zero Amounts)
|
||||
```typescript
|
||||
// When budget exists but all actuals are 0: show neutral ring
|
||||
const hasExpenseData = pieData.length > 0
|
||||
const allZero = items
|
||||
.filter((i) => i.category?.type !== "income")
|
||||
.every((i) => i.actual_amount === 0)
|
||||
|
||||
// If allZero but items exist: render single neutral sector with $0 center
|
||||
// If no items at all: render ChartEmptyState placeholder
|
||||
```
|
||||
|
||||
## State of the Art
|
||||
|
||||
| Old Approach | Current Approach | When Changed | Impact |
|
||||
|--------------|------------------|--------------|--------|
|
||||
| Raw `ResponsiveContainer` | `ChartContainer` with `initialDimension` | shadcn/ui chart.tsx (Phase 1 patch) | Eliminates width(-1) warnings |
|
||||
| Hardcoded hex colors in charts | CSS variable tokens via ChartConfig | Phase 1 OKLCH token system | Theme-aware, dark-mode-ready charts |
|
||||
| Month in React state | Month in URL search params | Phase 2 (this phase) | Shareable links, browser history |
|
||||
| Single pie chart + progress bars | 3-chart dashboard (donut + 2 bar charts) | Phase 2 (this phase) | Richer financial visualization |
|
||||
|
||||
**Deprecated/outdated:**
|
||||
- Recharts 3.x `<Label>` in PieChart: Broken in v3.0 (issue #5985). The project is on 2.15.4 where it works correctly -- do NOT upgrade.
|
||||
- Direct `style={{ backgroundColor: categoryColors[type] }}`: The existing DashboardContent uses inline styles for legend dots. Charts should use ChartConfig + `fill="var(--color-*)"` instead.
|
||||
|
||||
## Open Questions
|
||||
|
||||
1. **Donut legend placement decision**
|
||||
- What we know: User left this to Claude's discretion (below vs right side of chart)
|
||||
- What's unclear: In a 3-column layout, right-side legend may be too cramped
|
||||
- Recommendation: Place legend below the donut chart. In a tight 3-column grid, vertical space is more available than horizontal. Use the shadcn `ChartLegendContent` with `verticalAlign="bottom"` or a custom legend matching the existing li-based pattern.
|
||||
|
||||
2. **Month navigation placement**
|
||||
- What we know: User left this to Claude's discretion (PageShell CTA slot vs own row)
|
||||
- What's unclear: PageShell has an `action` slot that renders top-right
|
||||
- Recommendation: Use PageShell `action` slot for the MonthNavigator component. This keeps the dashboard title and month selector on the same row, saving vertical space and following the established PageShell pattern.
|
||||
|
||||
3. **Responsive breakpoint for chart collapse**
|
||||
- What we know: User wants 3-col on desktop, stacked on smaller screens
|
||||
- What's unclear: Exact breakpoint (md? lg? xl?)
|
||||
- Recommendation: Use `lg:grid-cols-3` (1024px+) for 3-column, `md:grid-cols-2` for 2-column (donut + one bar side-by-side, third stacks below), single column below md. This matches the existing `lg:grid-cols-3` breakpoint used by SummaryStrip.
|
||||
|
||||
4. **Muted bar color for "budgeted" amounts**
|
||||
- What we know: The existing `--color-budget-bar-bg: oklch(0.92 0.01 260)` token is available
|
||||
- What's unclear: Whether this is visually distinct enough next to vivid category fills
|
||||
- Recommendation: Use `--color-budget-bar-bg` for budgeted bars. It is intentionally muted (low chroma, high lightness) to recede behind vivid actual bars. If too subtle, a slightly darker variant can be added to index.css.
|
||||
|
||||
## Validation Architecture
|
||||
|
||||
### Test Framework
|
||||
| Property | Value |
|
||||
|----------|-------|
|
||||
| Framework | None installed |
|
||||
| Config file | None |
|
||||
| Quick run command | `bun run build` (type-check + build) |
|
||||
| Full suite command | `bun run build && bun run lint` |
|
||||
|
||||
### Phase Requirements to Test Map
|
||||
| Req ID | Behavior | Test Type | Automated Command | File Exists? |
|
||||
|--------|----------|-----------|-------------------|-------------|
|
||||
| UI-DONUT-01 | Expense donut chart renders with center label, active hover, custom legend | manual-only | Visual inspection in browser | N/A |
|
||||
| UI-BAR-01 | Vertical bar chart shows income budgeted vs actual | manual-only | Visual inspection in browser | N/A |
|
||||
| UI-HBAR-01 | Horizontal bar chart shows category spend budget vs actual | manual-only | Visual inspection in browser | N/A |
|
||||
| UI-DASH-01 | 3-column chart layout, month navigation, empty states | manual-only | Visual inspection in browser | N/A |
|
||||
|
||||
**Justification for manual-only:** All requirements are visual/UI-specific (chart rendering, hover interactions, layout, responsive breakpoints). No test framework is installed, and adding one is out of scope for this phase. Type-checking via `bun run build` catches structural errors.
|
||||
|
||||
### Sampling Rate
|
||||
- **Per task commit:** `bun run build` (catches type errors and import issues)
|
||||
- **Per wave merge:** `bun run build && bun run lint`
|
||||
- **Phase gate:** Build passes + visual verification of all 3 charts + month navigation
|
||||
|
||||
### Wave 0 Gaps
|
||||
- No test infrastructure exists in the project
|
||||
- Visual/chart testing would require a framework like Playwright or Storybook (out of scope for this milestone)
|
||||
- `bun run build` serves as the automated quality gate
|
||||
|
||||
## Sources
|
||||
|
||||
### Primary (HIGH confidence)
|
||||
- Project codebase: `src/components/ui/chart.tsx` -- ChartContainer with initialDimension patch, ChartConfig type, ChartTooltip/Legend components
|
||||
- Project codebase: `src/lib/palette.ts` -- categoryColors using CSS variable references
|
||||
- Project codebase: `src/index.css` -- OKLCH color tokens including chart fills and semantic status colors
|
||||
- Project codebase: `package.json` -- recharts 2.15.4, react-router-dom 7.13.1
|
||||
- [Recharts Pie API docs](https://recharts.github.io/en-US/api/Pie/) -- activeShape, activeIndex, innerRadius/outerRadius
|
||||
- [Recharts Bar API docs](https://recharts.github.io/en-US/api/Bar/) -- stackId, layout, Cell
|
||||
- [shadcn/ui Chart docs](https://ui.shadcn.com/docs/components/radix/chart) -- ChartContainer, ChartConfig, ChartTooltip patterns
|
||||
- [React Router useSearchParams](https://reactrouter.com/api/hooks/useSearchParams) -- URL state management API
|
||||
|
||||
### Secondary (MEDIUM confidence)
|
||||
- [shadcn Bar Charts gallery](https://ui.shadcn.com/charts/bar) -- horizontal bar chart pattern with layout="vertical"
|
||||
- [shadcn Donut Active pattern](https://www.shadcn.io/patterns/chart-pie-donut-active) -- activeIndex/activeShape with Sector expansion
|
||||
- [Recharts 2.x PieChart demo source](https://github.com/recharts/recharts/blob/2.x/demo/component/PieChart.tsx) -- renderActiveShape reference implementation
|
||||
- [Recharts GitHub issue #191](https://github.com/recharts/recharts/issues/191) -- center label in PieChart approaches
|
||||
- [Recharts GitHub issue #5985](https://github.com/recharts/recharts/issues/5985) -- Label broken in Recharts 3.0 (confirms 2.x works)
|
||||
|
||||
### Tertiary (LOW confidence)
|
||||
- None -- all findings verified with primary or secondary sources
|
||||
|
||||
## Metadata
|
||||
|
||||
**Confidence breakdown:**
|
||||
- Standard stack: HIGH -- all libraries already installed and in use; Recharts 2.15.4 API verified
|
||||
- Architecture: HIGH -- builds on established project patterns (PageShell, SummaryStrip, ChartContainer, palette.ts)
|
||||
- Pitfalls: HIGH -- verified via official docs, GitHub issues, and project-specific chart.tsx code
|
||||
|
||||
**Research date:** 2026-03-16
|
||||
**Valid until:** 2026-04-16 (stable -- Recharts 2.x is mature, no breaking changes expected)
|
||||
@@ -0,0 +1,76 @@
|
||||
---
|
||||
phase: 2
|
||||
slug: dashboard-charts-and-layout
|
||||
status: draft
|
||||
nyquist_compliant: false
|
||||
wave_0_complete: false
|
||||
created: 2026-03-16
|
||||
---
|
||||
|
||||
# Phase 2 — Validation Strategy
|
||||
|
||||
> Per-phase validation contract for feedback sampling during execution.
|
||||
|
||||
---
|
||||
|
||||
## Test Infrastructure
|
||||
|
||||
| Property | Value |
|
||||
|----------|-------|
|
||||
| **Framework** | None (no test framework installed) |
|
||||
| **Config file** | none |
|
||||
| **Quick run command** | `bun run build` |
|
||||
| **Full suite command** | `bun run build && bun run lint` |
|
||||
| **Estimated runtime** | ~10 seconds |
|
||||
|
||||
---
|
||||
|
||||
## Sampling Rate
|
||||
|
||||
- **After every task commit:** Run `bun run build`
|
||||
- **After every plan wave:** Run `bun run build && bun run lint`
|
||||
- **Before `/gsd:verify-work`:** Full suite must be green
|
||||
- **Max feedback latency:** 10 seconds
|
||||
|
||||
---
|
||||
|
||||
## Per-Task Verification Map
|
||||
|
||||
| Task ID | Plan | Wave | Requirement | Test Type | Automated Command | File Exists | Status |
|
||||
|---------|------|------|-------------|-----------|-------------------|-------------|--------|
|
||||
| 02-01-xx | 01 | 1 | UI-DONUT-01 | manual-only | `bun run build` | N/A | ⬜ pending |
|
||||
| 02-01-xx | 01 | 1 | UI-BAR-01 | manual-only | `bun run build` | N/A | ⬜ pending |
|
||||
| 02-01-xx | 01 | 1 | UI-HBAR-01 | manual-only | `bun run build` | N/A | ⬜ pending |
|
||||
| 02-02-xx | 02 | 1 | UI-DASH-01 | manual-only | `bun run build` | N/A | ⬜ pending |
|
||||
|
||||
*Status: ⬜ pending · ✅ green · ❌ red · ⚠️ flaky*
|
||||
|
||||
---
|
||||
|
||||
## Wave 0 Requirements
|
||||
|
||||
Existing infrastructure covers all phase requirements. No test framework installation needed — `bun run build` (TypeScript type-check + Vite build) serves as the automated quality gate.
|
||||
|
||||
---
|
||||
|
||||
## Manual-Only Verifications
|
||||
|
||||
| Behavior | Requirement | Why Manual | Test Instructions |
|
||||
|----------|-------------|------------|-------------------|
|
||||
| Expense donut chart renders with center total label, active hover expansion, custom legend | UI-DONUT-01 | Visual/interactive chart rendering — no test framework installed | Open dashboard, verify donut chart shows category segments, center total, hover expands sector, legend below |
|
||||
| Vertical bar chart shows income budgeted vs actual | UI-BAR-01 | Visual chart rendering | Open dashboard with income items, verify grouped bars for budgeted (muted) vs actual (vivid) |
|
||||
| Horizontal bar chart shows spend budget vs actual by category type | UI-HBAR-01 | Visual chart rendering | Open dashboard with expense items, verify horizontal bars with red accent for over-budget |
|
||||
| 3-column chart layout, month navigation, empty states | UI-DASH-01 | Layout, navigation, and responsive behavior | Verify 3-column grid, arrow+dropdown month nav, URL params update, empty/zero states render correctly |
|
||||
|
||||
---
|
||||
|
||||
## Validation Sign-Off
|
||||
|
||||
- [ ] All tasks have `<automated>` verify or Wave 0 dependencies
|
||||
- [ ] Sampling continuity: no 3 consecutive tasks without automated verify
|
||||
- [ ] Wave 0 covers all MISSING references
|
||||
- [ ] No watch-mode flags
|
||||
- [ ] Feedback latency < 10s
|
||||
- [ ] `nyquist_compliant: true` set in frontmatter
|
||||
|
||||
**Approval:** pending
|
||||
@@ -0,0 +1,141 @@
|
||||
---
|
||||
phase: 02-dashboard-charts-and-layout
|
||||
verified: 2026-03-16T14:00:00Z
|
||||
status: passed
|
||||
score: 14/14 must-haves verified
|
||||
re_verification: false
|
||||
---
|
||||
|
||||
# Phase 2: Dashboard Charts and Layout Verification Report
|
||||
|
||||
**Phase Goal:** Deliver the full dashboard chart suite — donut, vertical bar, and horizontal bar — inside a responsive 3-column layout, with month navigation and memoized data derivations
|
||||
**Verified:** 2026-03-16
|
||||
**Status:** PASSED
|
||||
**Re-verification:** No — initial verification
|
||||
|
||||
---
|
||||
|
||||
## Goal Achievement
|
||||
|
||||
### Observable Truths (from Success Criteria + Plan must_haves)
|
||||
|
||||
| # | Truth | Status | Evidence |
|
||||
|----|--------------------------------------------------------------------------------------------------------------------|------------|-----------------------------------------------------------------------------------------------------|
|
||||
| 1 | Dashboard displays expense donut chart with center total label, active sector hover expansion, and custom legend | VERIFIED | `ExpenseDonutChart.tsx` — `<Label>` with `formatCurrency`, `activeShape={renderActiveShape}`, custom `<ul>` legend |
|
||||
| 2 | Dashboard displays grouped vertical bar chart comparing income budgeted vs actual | VERIFIED | `IncomeBarChart.tsx` — `<BarChart>` (default vertical) with `budgeted` and `actual` `<Bar>` elements |
|
||||
| 3 | Dashboard displays horizontal bar chart comparing budget vs actual spending by category type | VERIFIED | `SpendBarChart.tsx` — `<BarChart layout="vertical">` with swapped XAxis/YAxis types |
|
||||
| 4 | All three charts consume colors from CSS variable tokens, no hardcoded hex values | VERIFIED | Zero hex literals found in charts dir; all fills use `var(--color-*-fill)`, `var(--color-over-budget)`, `var(--color-budgeted)` |
|
||||
| 5 | Charts render correctly with zero-item budgets (empty state) | VERIFIED | All three charts check `data.length === 0` and render `<ChartEmptyState>`; donut additionally handles `totalExpenses === 0` with neutral ring |
|
||||
| 6 | User can navigate between budget months without leaving the page, charts/cards update | VERIFIED | `useMonthParam` reads/writes `?month=YYYY-MM` URL param; `DashboardPage` re-derives `currentBudget` on every `month` change; all chart data is `useMemo([items, t])` |
|
||||
| 7 | useMonthParam hook reads month from URL search params and falls back to current month | VERIFIED | `useMonthParam.ts` — `searchParams.get("month") || currentMonth` fallback, year-rollover-safe `navigateMonth` |
|
||||
| 8 | MonthNavigator renders prev/next arrows and a dropdown listing all budget months | VERIFIED | `MonthNavigator.tsx` — two `Button variant="ghost" size="icon"` + `Select` with `SelectItem` map over `availableMonths` |
|
||||
| 9 | Navigating months updates URL without page reload | VERIFIED | `setSearchParams((prev) => { prev.set("month", ...) })` callback form — pushes to history, no full reload |
|
||||
| 10 | ChartEmptyState renders a muted placeholder with message text inside a chart card | VERIFIED | `ChartEmptyState.tsx` — `min-h-[250px] flex items-center justify-center bg-muted/30 border-dashed` with `<p className="text-sm text-muted-foreground">` |
|
||||
| 11 | i18n keys exist for month navigation and chart labels in both EN and DE | VERIFIED | `en.json` and `de.json` both contain: `monthNav`, `noData`, `expenseDonut`, `incomeChart`, `spendChart`, `budgeted`, `actual`, `noBudgetForMonth`, `createBudget`, `generateFromTemplate` |
|
||||
| 12 | Dashboard page reads month from URL and looks up corresponding budget | VERIFIED | `DashboardPage` calls `useMonthParam()`, then `budgets.find(b => b.start_date.startsWith(month))` |
|
||||
| 13 | MonthNavigator appears in PageShell action slot with dropdown of all available budget months | VERIFIED | `<PageShell action={<MonthNavigator availableMonths={availableMonths} t={t} />}>` — line 221 |
|
||||
| 14 | DashboardSkeleton mirrors the new 3-column chart layout | VERIFIED | `DashboardSkeleton.tsx` — `grid gap-6 md:grid-cols-2 lg:grid-cols-3` with 3 skeleton chart cards (`h-[250px]`) |
|
||||
|
||||
**Score:** 14/14 truths verified
|
||||
|
||||
---
|
||||
|
||||
## Required Artifacts
|
||||
|
||||
| Artifact | Expected | Status | Details |
|
||||
|-------------------------------------------------------------|---------------------------------------------|------------|------------------------------------------------------|
|
||||
| `src/hooks/useMonthParam.ts` | Month URL state hook | VERIFIED | 26 lines; exports `useMonthParam` |
|
||||
| `src/components/dashboard/MonthNavigator.tsx` | Month nav UI with arrows and dropdown | VERIFIED | 60 lines; exports `MonthNavigator` |
|
||||
| `src/components/dashboard/charts/ChartEmptyState.tsx` | Shared empty state placeholder | VERIFIED | 19 lines; exports `ChartEmptyState` |
|
||||
| `src/components/dashboard/charts/ExpenseDonutChart.tsx` | Donut pie chart for expense breakdown | VERIFIED | 156 lines (min 60); exports `ExpenseDonutChart` |
|
||||
| `src/components/dashboard/charts/IncomeBarChart.tsx` | Vertical grouped bar chart income | VERIFIED | 74 lines (min 40); exports `IncomeBarChart` |
|
||||
| `src/components/dashboard/charts/SpendBarChart.tsx` | Horizontal bar chart category spend | VERIFIED | 84 lines (min 40); exports `SpendBarChart` |
|
||||
| `src/pages/DashboardPage.tsx` | Refactored dashboard with 3-column grid | VERIFIED | 263 lines (min 80); exports default `DashboardPage` |
|
||||
| `src/components/dashboard/DashboardSkeleton.tsx` | Updated skeleton matching 3-column layout | VERIFIED | 57 lines; exports `DashboardSkeleton` |
|
||||
|
||||
---
|
||||
|
||||
## Key Link Verification
|
||||
|
||||
| From | To | Via | Status | Detail |
|
||||
|--------------------------------|-------------------------------------|------------------------------------|----------|-------------------------------------------------------------------|
|
||||
| `useMonthParam.ts` | `react-router-dom` | `useSearchParams` | WIRED | `import { useSearchParams } from "react-router-dom"` — line 1 |
|
||||
| `MonthNavigator.tsx` | `src/hooks/useMonthParam.ts` | `import` | WIRED | `import { useMonthParam } from "@/hooks/useMonthParam"` — line 10 |
|
||||
| `ExpenseDonutChart.tsx` | `@/components/ui/chart` | `ChartContainer + ChartConfig` | WIRED | `ChartContainer config={displayConfig}` — line 71 |
|
||||
| `IncomeBarChart.tsx` | `@/components/ui/chart` | `ChartContainer + ChartConfig` | WIRED | `ChartContainer config={chartConfig}` — line 41 |
|
||||
| `SpendBarChart.tsx` | `@/components/ui/chart` | `ChartContainer + ChartConfig` | WIRED | `ChartContainer config={chartConfig}` — line 46 |
|
||||
| `ExpenseDonutChart.tsx` | `@/lib/format` | `formatCurrency` | WIRED | Used in center `<Label>` and per-entry legend amounts |
|
||||
| `DashboardPage.tsx` | `src/hooks/useMonthParam.ts` | `useMonthParam` hook | WIRED | Imported line 4, consumed `const { month } = useMonthParam()` line 203 |
|
||||
| `DashboardPage.tsx` | `MonthNavigator.tsx` | PageShell action slot | WIRED | `action={<MonthNavigator availableMonths={availableMonths} t={t} />}` line 221 |
|
||||
| `DashboardPage.tsx` | `ExpenseDonutChart.tsx` | Rendered in chart grid | WIRED | Import line 13, `<ExpenseDonutChart ...>` line 153 |
|
||||
| `DashboardPage.tsx` | `IncomeBarChart.tsx` | Rendered in chart grid | WIRED | Import line 14, `<IncomeBarChart ...>` line 167 |
|
||||
| `DashboardPage.tsx` | `SpendBarChart.tsx` | Rendered in chart grid | WIRED | Import line 15, `<SpendBarChart ...>` line 180 |
|
||||
| `DashboardPage.tsx` | `src/hooks/useBudgets.ts` | `useBudgets` + `useBudgetDetail` | WIRED | Import line 3; `useBudgets()` line 204, `useBudgetDetail(budgetId)` line 36 |
|
||||
|
||||
---
|
||||
|
||||
## Requirements Coverage
|
||||
|
||||
| Requirement | Source Plans | Description | Status | Evidence |
|
||||
|--------------|---------------------------|--------------------------------------------------------------------------------------------------|-----------|-----------------------------------------------------------------|
|
||||
| UI-DASH-01 | 02-01-PLAN, 02-03-PLAN | Redesign dashboard with hybrid layout — summary cards, charts, and collapsible category sections | SATISFIED | Dashboard has SummaryStrip, 3-column chart grid, URL month nav, empty-month prompt. (Collapsible sections are Phase 3 scope.) |
|
||||
| UI-BAR-01 | 02-02-PLAN, 02-03-PLAN | Add bar chart comparing income budget vs actual | SATISFIED | `IncomeBarChart` renders grouped vertical bars; wired into DashboardPage with memoized `incomeBarData` |
|
||||
| UI-HBAR-01 | 02-02-PLAN, 02-03-PLAN | Add horizontal bar chart comparing spend budget vs actual by category type | SATISFIED | `SpendBarChart` uses `layout="vertical"` for horizontal bars; wired into DashboardPage with memoized `spendBarData` |
|
||||
| UI-DONUT-01 | 02-02-PLAN, 02-03-PLAN | Improve donut chart for expense category breakdown with richer styling | SATISFIED | `ExpenseDonutChart` replaces old flat `PieChart`; has center label, active hover, custom legend, CSS variable fills |
|
||||
|
||||
**Notes:** No REQUIREMENTS.md file exists in `.planning/`; requirements are defined inline in ROADMAP.md Requirements Traceability section. All four Phase 2 requirement IDs (UI-DASH-01, UI-BAR-01, UI-HBAR-01, UI-DONUT-01) are fully covered. No orphaned requirements found.
|
||||
|
||||
---
|
||||
|
||||
## Anti-Patterns Found
|
||||
|
||||
| File | Line | Pattern | Severity | Impact |
|
||||
|-------------------------------------------------|------|--------------------------------------------|----------|---------------------|
|
||||
| `ExpenseDonutChart.tsx` | 55 | Code comment: "No data at all: show empty state placeholder" | Info | Legitimate comment, not a stub — code below the comment is fully implemented |
|
||||
|
||||
No blocker or warning-level anti-patterns found. No `TODO`/`FIXME`/`HACK` comments. No hardcoded hex values. No empty implementations (`return null` is used only as a guarded early return in `DashboardContent` when `!budget` after the loading state resolves, which is correct behavior).
|
||||
|
||||
---
|
||||
|
||||
## Build Verification
|
||||
|
||||
`bun run build` passes with zero TypeScript errors. One non-blocking Vite CSS warning regarding `fill: var(...)` (a known Vite/CSS parser quirk for dynamically constructed CSS variable names in Tailwind utility classes) — this does not affect runtime behavior.
|
||||
|
||||
---
|
||||
|
||||
## Human Verification Required
|
||||
|
||||
### 1. Donut hover expansion
|
||||
|
||||
**Test:** Load the dashboard with a budget that has expense items. Hover over a donut sector.
|
||||
**Expected:** The hovered sector visually expands outward (outer radius grows by 8px) — active sector animation is confirmed working.
|
||||
**Why human:** The `activeShape` render function is wired (`onMouseEnter` sets `activeIndex`), but visual correctness of the Recharts `Sector` expansion requires runtime rendering.
|
||||
|
||||
### 2. Month navigation updates all charts
|
||||
|
||||
**Test:** Navigate to a month with a budget, then use the prev/next arrows to reach a different budget month.
|
||||
**Expected:** All three charts and the SummaryStrip update to show the new month's data without a page reload.
|
||||
**Why human:** Data reactivity chain (URL param -> budget lookup -> useBudgetDetail -> chart props) is structurally correct but requires live data to confirm end-to-end.
|
||||
|
||||
### 3. Empty month prompt appears and functions
|
||||
|
||||
**Test:** Navigate to a month with no existing budget using the MonthNavigator.
|
||||
**Expected:** "No budget for this month" text appears with "Create Budget" and "Generate from Template" buttons. Clicking each invokes the respective mutation.
|
||||
**Why human:** The `!currentBudget` branch is fully coded but requires navigation to a month with no budget to trigger in a live environment.
|
||||
|
||||
### 4. Zero-amount donut state
|
||||
|
||||
**Test:** Load a budget where all expense category items have 0 actual amounts.
|
||||
**Expected:** A full neutral gray ring is displayed with "$0" (or equivalent formatted currency) in the center — no legend items shown below.
|
||||
**Why human:** Requires a real budget with zero actuals to trigger the `isAllZero` branch in `ExpenseDonutChart`.
|
||||
|
||||
---
|
||||
|
||||
## Gaps Summary
|
||||
|
||||
No gaps. All must-haves are verified at all three levels (exists, substantive, wired). The build passes cleanly. Four items are flagged for optional human testing to confirm runtime visual behavior, but all underlying code paths are correctly implemented.
|
||||
|
||||
---
|
||||
|
||||
_Verified: 2026-03-16_
|
||||
_Verifier: Claude (gsd-verifier)_
|
||||
Reference in New Issue
Block a user