diff --git a/.planning/STATE.md b/.planning/STATE.md index df3544c..643fa7a 100644 --- a/.planning/STATE.md +++ b/.planning/STATE.md @@ -2,16 +2,16 @@ gsd_state_version: 1.0 milestone: v1.0 milestone_name: milestone -status: completed -stopped_at: Phase 2 context gathered -last_updated: "2026-03-16T11:43:05.219Z" -last_activity: 2026-03-16 — Completed 01-02 (Dashboard Shared Components) +status: executing +stopped_at: Completed 02-02-PLAN.md +last_updated: "2026-03-16T12:05:30.527Z" +last_activity: 2026-03-16 — Completed 02-01 (Month Navigation and Chart Infrastructure) progress: total_phases: 4 completed_phases: 1 - total_plans: 2 - completed_plans: 2 - percent: 100 + total_plans: 5 + completed_plans: 4 + percent: 80 --- # Project State @@ -21,16 +21,16 @@ progress: See: .planning/PROJECT.md (updated 2026-03-16) **Core value:** Users can see their full monthly financial picture at a glance — income, spending, and what's left — in a visually rich, easy-to-read dashboard. -**Current focus:** Phase 1 — Design Foundation and Primitives +**Current focus:** Phase 2 — Dashboard Charts and Layout ## Current Position -Phase: 1 of 4 (Design Foundation and Primitives) -- COMPLETE -Plan: 2 of 2 in current phase -Status: Phase Complete -Last activity: 2026-03-16 — Completed 01-02 (Dashboard Shared Components) +Phase: 2 of 4 (Dashboard Charts and Layout) +Plan: 2 of 3 in current phase (02-01 complete, 02-02 complete, 02-03 pending) +Status: In Progress +Last activity: 2026-03-16 — Completed 02-01 (Month Navigation and Chart Infrastructure) -Progress: [██████████] 100% +Progress: [████████░░] 80% ## Performance Metrics @@ -52,6 +52,8 @@ Progress: [██████████] 100% *Updated after each plan completion* | Phase 01 P01 | 3min | 2 tasks | 5 files | | Phase 01 P02 | 2min | 2 tasks | 5 files | +| Phase 02 P02 | 2min | 2 tasks | 4 files | +| Phase 02 P01 | 2min | 2 tasks | 4 files | ## Accumulated Context @@ -66,6 +68,8 @@ Recent decisions affecting current work: - [Phase 01]: Category text colors darkened to oklch ~0.55 for WCAG 4.5:1 contrast; chart fills kept lighter at ~0.65-0.70 (two-tier pattern) - [Phase 01]: StatCard uses font-bold (upgraded from font-semibold) for stronger KPI visual weight - [Phase 01]: SummaryStrip accepts t() as prop to stay presentational; DashboardSkeleton mirrors exact grid layout to prevent shift +- [Phase 02]: Donut legend placed below chart for better 3-column layout fit +- [Phase 02]: ChartEmptyState created in Plan 02 as Rule 3 deviation (blocking dep from Plan 01) ### Pending Todos @@ -78,6 +82,6 @@ None yet. ## Session Continuity -Last session: 2026-03-16T11:43:05.217Z -Stopped at: Phase 2 context gathered -Resume file: .planning/phases/02-dashboard-charts-and-layout/02-CONTEXT.md +Last session: 2026-03-16T12:05:13.782Z +Stopped at: Completed 02-02-PLAN.md +Resume file: None diff --git a/.planning/phases/02-dashboard-charts-and-layout/02-02-SUMMARY.md b/.planning/phases/02-dashboard-charts-and-layout/02-02-SUMMARY.md new file mode 100644 index 0000000..02d7cf5 --- /dev/null +++ b/.planning/phases/02-dashboard-charts-and-layout/02-02-SUMMARY.md @@ -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*