docs(02-02): complete dashboard chart components plan

- SUMMARY.md with task commits, deviations, and self-check
- STATE.md updated with phase 2 position and decisions
- ROADMAP.md updated with plan progress

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

.planning/STATE.md

@@ -2,16 +2,16 @@
 gsd_state_version: 1.0
 milestone: v1.0
 milestone_name: milestone
-status: completed
+status: executing
-stopped_at: Phase 2 context gathered
+stopped_at: Completed 02-02-PLAN.md
-last_updated: "2026-03-16T11:43:05.219Z"
+last_updated: "2026-03-16T12:05:30.527Z"
-last_activity: 2026-03-16 — Completed 01-02 (Dashboard Shared Components)
+last_activity: 2026-03-16 — Completed 02-01 (Month Navigation and Chart Infrastructure)
 progress:
   total_phases: 4
   completed_phases: 1
-  total_plans: 2
+  total_plans: 5
-  completed_plans: 2
+  completed_plans: 4
-  percent: 100
+  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
+Phase: 2 of 4 (Dashboard Charts and Layout)
-Plan: 2 of 2 in current phase
+Plan: 2 of 3 in current phase (02-01 complete, 02-02 complete, 02-03 pending)
-Status: Phase Complete
+Status: In Progress
-Last activity: 2026-03-16 — Completed 01-02 (Dashboard Shared Components)
+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
+Last session: 2026-03-16T12:05:13.782Z
-Stopped at: Phase 2 context gathered
+Stopped at: Completed 02-02-PLAN.md
-Resume file: .planning/phases/02-dashboard-charts-and-layout/02-CONTEXT.md
+Resume file: None

.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*