docs(04): create phase plan
This commit is contained in:
@@ -74,7 +74,10 @@ Plans:
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1. All chart fills (donut slices, bar segments) use the semantic category colors from `lib/palette.ts` — "Bills" is the same color in the donut chart as it is in the FinancialOverview table
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1. All chart fills (donut slices, bar segments) use the semantic category colors from `lib/palette.ts` — "Bills" is the same color in the donut chart as it is in the FinancialOverview table
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2. Chart tooltips display values formatted with the budget's currency (e.g., "1,234.56" not "1234.56")
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2. Chart tooltips display values formatted with the budget's currency (e.g., "1,234.56" not "1234.56")
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3. The `formatCurrency` function uses the user's locale preference from their settings instead of the hardcoded `de-DE` — an English-locale user sees their numbers formatted correctly
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3. The `formatCurrency` function uses the user's locale preference from their settings instead of the hardcoded `de-DE` — an English-locale user sees their numbers formatted correctly
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**Plans**: TBD
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**Plans:** 2 plans
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Plans:
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- [ ] 04-01-PLAN.md — TDD: formatCurrency locale parameter fix (FIX-01)
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- [ ] 04-02-PLAN.md — Chart tooltip wiring and locale threading (IXTN-04)
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## Progress
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## Progress
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@@ -86,4 +89,4 @@ Phases execute in numeric order: 1 -> 2 -> 3 -> 4
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| 1. Design Token Foundation | 2/2 | Complete | 2026-03-11 |
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| 1. Design Token Foundation | 2/2 | Complete | 2026-03-11 |
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| 2. Layout and Brand Identity | 0/2 | In progress | - |
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| 2. Layout and Brand Identity | 0/2 | In progress | - |
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| 3. Interaction Quality and Completeness | 0/4 | Not started | - |
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| 3. Interaction Quality and Completeness | 0/4 | Not started | - |
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| 4. Chart Polish and Bug Fixes | 0/TBD | Not started | - |
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| 4. Chart Polish and Bug Fixes | 0/2 | Not started | - |
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103
.planning/phases/04-chart-polish-and-bug-fixes/04-01-PLAN.md
Normal file
103
.planning/phases/04-chart-polish-and-bug-fixes/04-01-PLAN.md
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@@ -0,0 +1,103 @@
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---
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phase: 04-chart-polish-and-bug-fixes
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plan: 01
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type: tdd
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wave: 1
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depends_on: []
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files_modified:
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- frontend/src/lib/format.ts
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- frontend/src/lib/format.test.ts
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autonomous: true
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requirements:
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- FIX-01
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must_haves:
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truths:
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- "formatCurrency no longer hardcodes 'de-DE' — the default locale is 'en'"
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- "formatCurrency accepts an optional third locale parameter"
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- "Calling formatCurrency(1234.56, 'EUR', 'de') produces German-formatted output"
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- "Calling formatCurrency(1234.56, 'USD', 'en') produces English-formatted output"
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- "Calling formatCurrency(1234.56, 'EUR') without locale uses 'en' default, not 'de-DE'"
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artifacts:
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- path: "frontend/src/lib/format.ts"
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provides: "Locale-aware formatCurrency function"
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contains: "locale"
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- path: "frontend/src/lib/format.test.ts"
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provides: "Unit tests for formatCurrency locale behavior"
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min_lines: 20
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key_links:
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- from: "frontend/src/lib/format.ts"
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to: "Intl.NumberFormat"
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via: "locale parameter passed as first arg"
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pattern: "Intl\\.NumberFormat\\(locale"
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---
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<objective>
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Fix the hardcoded `'de-DE'` locale in `formatCurrency` by adding an optional `locale` parameter with `'en'` as the default. This is the foundation for IXTN-04 (chart tooltips) and ensures all currency formatting respects the user's locale preference.
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Purpose: FIX-01 — English-locale users currently see German number formatting everywhere
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Output: Updated `format.ts` with locale parameter, comprehensive unit tests
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</objective>
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<execution_context>
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@/home/jean-luc-makiola/.claude/get-shit-done/workflows/execute-plan.md
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@/home/jean-luc-makiola/.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/phases/04-chart-polish-and-bug-fixes/04-RESEARCH.md
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@frontend/src/lib/format.ts
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</context>
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<feature>
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<name>Locale-aware formatCurrency</name>
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<files>frontend/src/lib/format.ts, frontend/src/lib/format.test.ts</files>
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<behavior>
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- formatCurrency(1234.56, 'EUR', 'en') returns a string containing "1,234.56" (English grouping)
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- formatCurrency(1234.56, 'EUR', 'de') returns a string containing "1.234,56" (German grouping)
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- formatCurrency(1234.56, 'USD', 'en') returns a string containing "$" and "1,234.56"
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- formatCurrency(1234.56, 'EUR') with NO locale arg uses 'en' default — does NOT produce German formatting
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- formatCurrency(0, 'EUR', 'en') returns a string containing "0.00"
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- formatCurrency(-500, 'EUR', 'en') returns a string containing "-" and "500.00"
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- formatCurrency(1234.56, 'EUR', '') falls back gracefully (does not throw RangeError)
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</behavior>
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<implementation>
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Update `frontend/src/lib/format.ts`:
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```ts
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export function formatCurrency(
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amount: number,
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currency: string = 'EUR',
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locale: string = 'en'
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): string {
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return new Intl.NumberFormat(locale || 'en', {
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style: 'currency',
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currency,
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}).format(amount)
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}
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```
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Key points:
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- Third parameter `locale` defaults to `'en'` (replacing hardcoded `'de-DE'`)
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- Defensive `locale || 'en'` guards against empty string (which throws RangeError)
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- All existing call sites pass only 2 args — they will now get English formatting instead of German
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- This is intentional and correct per FIX-01
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</implementation>
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</feature>
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<verification>
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cd frontend && bun vitest run src/lib/format.test.ts
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</verification>
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<success_criteria>
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- format.test.ts has at least 6 test cases covering locale variations, defaults, and edge cases
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- All tests pass green
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- formatCurrency signature has 3 parameters: amount, currency, locale
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- No hardcoded 'de-DE' remains in format.ts
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</success_criteria>
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<output>
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After completion, create `.planning/phases/04-chart-polish-and-bug-fixes/04-01-SUMMARY.md`
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</output>
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219
.planning/phases/04-chart-polish-and-bug-fixes/04-02-PLAN.md
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219
.planning/phases/04-chart-polish-and-bug-fixes/04-02-PLAN.md
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@@ -0,0 +1,219 @@
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---
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phase: 04-chart-polish-and-bug-fixes
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plan: 02
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type: execute
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wave: 2
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depends_on:
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- "04-01"
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files_modified:
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- frontend/src/pages/DashboardPage.tsx
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- frontend/src/components/ExpenseBreakdown.tsx
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- frontend/src/components/AvailableBalance.tsx
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autonomous: true
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requirements:
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- IXTN-04
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must_haves:
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truths:
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- "Hovering over an ExpenseBreakdown pie slice shows a tooltip with the category name and currency-formatted value"
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- "Hovering over an AvailableBalance donut slice shows a tooltip with the segment name and currency-formatted value"
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- "Chart tooltip values use the budget's currency code (not hardcoded EUR)"
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- "Chart tooltip values use the user's preferred_locale for number formatting"
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- "AvailableBalance center text also receives the user's locale for formatting"
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artifacts:
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- path: "frontend/src/components/ExpenseBreakdown.tsx"
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provides: "Custom Recharts Tooltip with formatted currency"
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contains: "formatCurrency"
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- path: "frontend/src/components/AvailableBalance.tsx"
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provides: "Custom Recharts Tooltip on donut chart + locale-aware center text"
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contains: "Tooltip"
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- path: "frontend/src/pages/DashboardPage.tsx"
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provides: "Locale threading from useAuth to chart components"
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contains: "useAuth"
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key_links:
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- from: "frontend/src/pages/DashboardPage.tsx"
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to: "frontend/src/hooks/useAuth.ts"
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via: "useAuth() hook call to get user.preferred_locale"
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pattern: "useAuth\\(\\)"
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- from: "frontend/src/pages/DashboardPage.tsx"
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to: "frontend/src/components/ExpenseBreakdown.tsx"
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via: "locale prop passed to ExpenseBreakdown"
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pattern: "locale=.*userLocale"
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- from: "frontend/src/pages/DashboardPage.tsx"
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to: "frontend/src/components/AvailableBalance.tsx"
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via: "locale prop passed to AvailableBalance"
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pattern: "locale=.*userLocale"
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- from: "frontend/src/components/ExpenseBreakdown.tsx"
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to: "frontend/src/lib/format.ts"
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via: "formatCurrency called inside Tooltip content renderer"
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pattern: "formatCurrency.*budget\\.currency.*locale"
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- from: "frontend/src/components/AvailableBalance.tsx"
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to: "frontend/src/lib/format.ts"
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via: "formatCurrency called inside Tooltip content renderer and center text"
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pattern: "formatCurrency.*budget\\.currency.*locale"
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---
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<objective>
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Wire custom currency-formatted tooltips into both chart components and thread the user's locale preference from `useAuth` through `DashboardPage` to the charts. After this plan, hovering over any chart segment shows a properly formatted currency value.
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Purpose: IXTN-04 — chart tooltips currently show raw numbers without currency formatting
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Output: Both charts have styled tooltips, locale flows from user settings to chart display
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</objective>
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<execution_context>
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@/home/jean-luc-makiola/.claude/get-shit-done/workflows/execute-plan.md
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@/home/jean-luc-makiola/.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/phases/04-chart-polish-and-bug-fixes/04-RESEARCH.md
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@.planning/phases/04-chart-polish-and-bug-fixes/04-01-SUMMARY.md
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<interfaces>
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<!-- Key types and contracts the executor needs -->
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From frontend/src/lib/format.ts (after Plan 01):
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```typescript
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export function formatCurrency(amount: number, currency?: string, locale?: string): string
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```
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From frontend/src/lib/api.ts:
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```typescript
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export interface User {
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// ...
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preferred_locale: string
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// ...
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}
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export interface BudgetDetail {
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id: string
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name: string
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currency: string
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// ...
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totals: BudgetTotals
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items: BudgetItem[]
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}
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```
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From frontend/src/hooks/useAuth.ts:
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```typescript
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export function useAuth(): {
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user: User | null
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loading: boolean
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login: (email: string, password: string) => Promise<void>
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// ...
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}
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```
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From frontend/src/components/ExpenseBreakdown.tsx (current):
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```typescript
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interface Props {
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budget: BudgetDetail
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}
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// Needs locale prop added
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```
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From frontend/src/components/AvailableBalance.tsx (current):
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```typescript
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interface Props {
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budget: BudgetDetail
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}
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// Needs locale prop added, also needs Tooltip import added
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```
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From frontend/src/lib/palette.ts:
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```typescript
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export type CategoryType = 'income' | 'bill' | 'variable_expense' | 'debt' | 'saving' | 'investment' | 'carryover'
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export const palette: Record<CategoryType, { light: string; medium: string; base: 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: Add locale prop and custom Tooltip to both chart components</name>
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<files>frontend/src/components/ExpenseBreakdown.tsx, frontend/src/components/AvailableBalance.tsx</files>
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<action>
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**ExpenseBreakdown.tsx:**
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1. Add `locale?: string` to the `Props` interface
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2. Import `formatCurrency` from `@/lib/format`
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3. Replace bare `<Tooltip />` with a custom `content` renderer:
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```tsx
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<Tooltip
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content={({ active, payload }) => {
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if (!active || !payload?.length) return null
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const item = payload[0]
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return (
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<div className="rounded-lg border border-border/50 bg-background px-2.5 py-1.5 text-xs shadow-xl">
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<p className="font-medium text-foreground">{item.name}</p>
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<p className="font-mono tabular-nums text-muted-foreground">
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{formatCurrency(Number(item.value), budget.currency, locale)}
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</p>
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</div>
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)
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}}
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/>
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```
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4. Destructure `locale = 'en'` from props with default
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**AvailableBalance.tsx:**
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1. Add `locale?: string` to the `Props` interface
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2. Import `Tooltip` from `recharts` (add to existing import)
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3. Add `<Tooltip>` with identical custom `content` renderer pattern inside the `<PieChart>` after the `<Pie>` element
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4. Update the center text `formatCurrency(available, budget.currency)` call to include locale: `formatCurrency(available, budget.currency, locale)`
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5. Destructure `locale = 'en'` from props with default
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||||||
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**Do NOT** use `ChartContainer` or `ChartTooltipContent` from shadcn — these charts use raw Recharts primitives and the project rule forbids editing shadcn ui source files.
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||||||
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||||||
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**Tooltip styling** must match shadcn design system: `rounded-lg border border-border/50 bg-background px-2.5 py-1.5 text-xs shadow-xl` — this replicates the ChartTooltipContent styling without importing it.
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||||||
|
</action>
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<verify>
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<automated>cd /home/jean-luc-makiola/Development/projects/SimpleFinanceDash/frontend && bun vitest run</automated>
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||||||
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</verify>
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||||||
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<done>Both chart components accept an optional locale prop, render custom tooltips with formatCurrency, and AvailableBalance center text passes locale to formatCurrency</done>
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</task>
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|
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<task type="auto">
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<name>Task 2: Thread user locale from useAuth through DashboardPage to chart components</name>
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<files>frontend/src/pages/DashboardPage.tsx</files>
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<action>
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1. Add `useAuth` import: `import { useAuth } from '@/hooks/useAuth'`
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2. Inside `DashboardPage` function body, call: `const { user } = useAuth()`
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||||||
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3. Derive locale with defensive fallback: `const userLocale = user?.preferred_locale || 'en'`
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||||||
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4. Pass `locale={userLocale}` prop to both chart component instances:
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||||||
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- `<AvailableBalance budget={current} locale={userLocale} />`
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||||||
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- `<ExpenseBreakdown budget={current} locale={userLocale} />`
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||||||
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5. Do NOT pass locale to other components (BillsTracker, VariableExpenses, DebtTracker, FinancialOverview) — those components use formatCurrency with the new 'en' default which is correct. A full locale-threading pass across all table components is out of scope for this phase.
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||||||
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|
||||||
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The `useAuth()` hook is idempotent — it reads from the same React state already initialized by `App.tsx`, so there is no double-fetch concern.
|
||||||
|
</action>
|
||||||
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<verify>
|
||||||
|
<automated>cd /home/jean-luc-makiola/Development/projects/SimpleFinanceDash/frontend && bun vitest run</automated>
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||||||
|
</verify>
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||||||
|
<done>DashboardPage calls useAuth(), derives userLocale, and passes it to both ExpenseBreakdown and AvailableBalance as a locale prop</done>
|
||||||
|
</task>
|
||||||
|
|
||||||
|
</tasks>
|
||||||
|
|
||||||
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<verification>
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||||||
|
1. `cd frontend && bun vitest run` — full test suite passes
|
||||||
|
2. `cd frontend && bun run build` — production build succeeds with no TypeScript errors
|
||||||
|
3. Manual: hover over ExpenseBreakdown pie slices — tooltip shows category name + formatted currency
|
||||||
|
4. Manual: hover over AvailableBalance donut slices — tooltip shows segment name + formatted currency
|
||||||
|
5. Manual: AvailableBalance center text formats using user's locale preference
|
||||||
|
</verification>
|
||||||
|
|
||||||
|
<success_criteria>
|
||||||
|
- ExpenseBreakdown shows formatted currency tooltip on hover (not raw numbers)
|
||||||
|
- AvailableBalance shows formatted currency tooltip on hover (previously had no tooltip)
|
||||||
|
- AvailableBalance center text uses the user's locale for formatting
|
||||||
|
- DashboardPage reads user.preferred_locale via useAuth and threads it to both chart components
|
||||||
|
- Full test suite and build pass with no errors
|
||||||
|
</success_criteria>
|
||||||
|
|
||||||
|
<output>
|
||||||
|
After completion, create `.planning/phases/04-chart-polish-and-bug-fixes/04-02-SUMMARY.md`
|
||||||
|
</output>
|
||||||
Reference in New Issue
Block a user