docs(01-02): complete dashboard shared components plan

- SUMMARY.md with task commits, decisions, and self-check - STATE.md updated: Phase 1 complete, progress 100% - ROADMAP.md updated: Phase 1 marked complete (2/2 plans) Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-16 12:23:28 +01:00
parent a533e06f8c
commit 8768e9ae4a
3 changed files with 131 additions and 17 deletions
--- a/.planning/ROADMAP.md
+++ b/.planning/ROADMAP.md
@@ -12,7 +12,7 @@ This milestone transforms SimpleFinanceDash from a functional-but-basic budget a

 Decimal phases appear between their surrounding integers in numeric order.

- [ ] **Phase 1: Design Foundation and Primitives** - Install shadcn primitives, extend color tokens, build PageShell and StatCard/SummaryStrip
+- [x] **Phase 1: Design Foundation and Primitives** - Install shadcn primitives, extend color tokens, build PageShell and StatCard/SummaryStrip
 - [ ] **Phase 2: Dashboard Charts and Layout** - Build DashboardContent orchestrator with all three chart types and month navigation
 - [ ] **Phase 3: Collapsible Dashboard Sections** - Add CategorySection with Radix Collapsible, BudgetLineItems, and group totals
 - [ ] **Phase 4: Full-App Design Consistency** - Apply PageShell and established patterns to all 9 non-dashboard pages
@@ -33,8 +33,8 @@ Decimal phases appear between their surrounding integers in numeric order.
 **Plans**: 2 plans

 Plans:
- [ ] 01-01-PLAN.md — Install shadcn primitives (chart + collapsible), extend OKLCH color tokens, add i18n keys
- [ ] 01-02-PLAN.md — Build PageShell, StatCard, SummaryStrip, DashboardSkeleton and integrate into DashboardPage
+- [x] 01-01-PLAN.md — Install shadcn primitives (chart + collapsible), extend OKLCH color tokens, add i18n keys
+- [x] 01-02-PLAN.md — Build PageShell, StatCard, SummaryStrip, DashboardSkeleton and integrate into DashboardPage

 ### Phase 2: Dashboard Charts and Layout
 **Goal**: Deliver the full dashboard chart suite — donut, vertical bar, and horizontal bar — inside a responsive ChartPanel, with month navigation and memoized data derivations
@@ -132,7 +132,7 @@ Phases execute in numeric order: 1 -> 2 -> 3 -> 4

 | Phase | Plans Complete | Status | Completed |
 |-------|----------------|--------|-----------|
-| 1. Design Foundation and Primitives | 0/2 | Planning complete | - |
+| 1. Design Foundation and Primitives | 2/2 | Complete | 2026-03-16 |
 | 2. Dashboard Charts and Layout | 0/TBD | Not started | - |
 | 3. Collapsible Dashboard Sections | 0/TBD | Not started | - |
 | 4. Full-App Design Consistency | 0/TBD | Not started | - |
--- a/.planning/STATE.md
+++ b/.planning/STATE.md
@@ -3,15 +3,15 @@ gsd_state_version: 1.0
 milestone: v1.0
 milestone_name: milestone
 status: executing
-stopped_at: Completed 01-01-PLAN.md
-last_updated: "2026-03-16T11:16:11.810Z"
-last_activity: 2026-03-16 — Completed 01-01 (Design Primitives)
+stopped_at: Completed 01-02-PLAN.md
+last_updated: "2026-03-16T11:22:03.566Z"
+last_activity: 2026-03-16 — Completed 01-02 (Dashboard Shared Components)
 progress:
  total_phases: 4
-  completed_phases: 0
+  completed_phases: 1
  total_plans: 2
-  completed_plans: 1
-  percent: 50
+  completed_plans: 2
+  percent: 100
 ---

 # Project State
@@ -25,12 +25,12 @@ See: .planning/PROJECT.md (updated 2026-03-16)

 ## Current Position

-Phase: 1 of 4 (Design Foundation and Primitives)
-Plan: 1 of 2 in current phase
-Status: Executing
-Last activity: 2026-03-16 — Completed 01-01 (Design Primitives)
+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)

-Progress: [█████░░░░░] 50%
+Progress: [██████████] 100%

 ## Performance Metrics

@@ -51,6 +51,7 @@ Progress: [█████░░░░░] 50%

 *Updated after each plan completion*
 | Phase 01 P01 | 3min | 2 tasks | 5 files |
+| Phase 01 P02 | 2min | 2 tasks | 5 files |

 ## Accumulated Context

@@ -63,6 +64,8 @@ Recent decisions affecting current work:
 - [Roadmap]: All research flags set to NO — no `/gsd:research-phase` needed before any phase
 - [Phase 01]: Applied Recharts v3 initialDimension patch on chart.tsx (shadcn-ui/ui#9892)
 - [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

 ### Pending Todos

@@ -75,6 +78,6 @@ None yet.

 ## Session Continuity

-Last session: 2026-03-16T11:16:11.808Z
-Stopped at: Completed 01-01-PLAN.md
+Last session: 2026-03-16T11:22:03.564Z
+Stopped at: Completed 01-02-PLAN.md
 Resume file: None
--- a/.planning/phases/01-design-foundation-and-primitives/01-02-SUMMARY.md
+++ b/.planning/phases/01-design-foundation-and-primitives/01-02-SUMMARY.md
@@ -0,0 +1,111 @@
+---
+phase: 01-design-foundation-and-primitives
+plan: 02
+subsystem: ui
+tags: [react, components, skeleton, responsive-grid, semantic-colors, dashboard]
+
+# Dependency graph
+requires:
+  - phase: 01-01
+    provides: "OKLCH semantic status tokens (over-budget, on-budget), category text colors, i18n keys"
+provides:
+  - "PageShell reusable page header component with title/description/action slots"
+  - "StatCard KPI card with value formatting, semantic color, and variance badge"
+  - "SummaryStrip responsive 3-card grid (income/expenses/balance) composing StatCards"
+  - "DashboardSkeleton pulse-animated loading placeholder mirroring dashboard layout"
+  - "DashboardPage refactored with semantic tokens and shared components"
+affects: [02-dashboard-components, 03-dashboard-page, 04-polish]
+
+# Tech tracking
+tech-stack:
+  added: [lucide-react/TrendingUp/TrendingDown/Minus]
+  patterns: [page-shell-wrapper, stat-card-composition, skeleton-mirrors-layout, semantic-color-tokens-in-jsx]
+
+key-files:
+  created:
+    - src/components/shared/PageShell.tsx
+    - src/components/dashboard/StatCard.tsx
+    - src/components/dashboard/SummaryStrip.tsx
+    - src/components/dashboard/DashboardSkeleton.tsx
+  modified:
+    - src/pages/DashboardPage.tsx
+
+key-decisions:
+  - "StatCard uses font-bold (upgraded from font-semibold) for stronger KPI visual weight"
+  - "SummaryStrip accepts t() as prop to stay presentational (no internal useTranslation hook)"
+  - "DashboardSkeleton mirrors exact grid structure (3-col summary + 2-col chart) to prevent layout shift"
+  - "Variance badge uses inline icon+text layout instead of Badge component for lighter visual weight"
+
+patterns-established:
+  - "PageShell pattern: all pages wrap content in PageShell with title prop from t() call"
+  - "Skeleton-mirrors-layout: loading skeletons replicate exact grid structure of the real content"
+  - "Semantic color classes: use text-on-budget/text-over-budget/bg-on-budget/bg-over-budget instead of hardcoded color values"
+
+requirements-completed: [UI-DASH-01, UI-DESIGN-01, UI-RESPONSIVE-01]
+
+# Metrics
+duration: 2min
+completed: 2026-03-16
+---
+
+# Phase 1 Plan 2: Dashboard Shared Components Summary
+
+**PageShell, StatCard, SummaryStrip, and DashboardSkeleton components with semantic OKLCH color tokens replacing all hardcoded green/red values in DashboardPage**
+
+## Performance
+
+- **Duration:** 2 min
+- **Started:** 2026-03-16T11:17:50Z
+- **Completed:** 2026-03-16T11:20:38Z
+- **Tasks:** 2
+- **Files modified:** 5
+
+## Accomplishments
+- Created 4 new shared components (PageShell, StatCard, SummaryStrip, DashboardSkeleton) establishing reusable patterns for all 9 pages
+- Refactored DashboardPage to use shared components, eliminating inline SummaryCard and null loading states
+- Replaced all hardcoded green/red color classes with semantic OKLCH tokens (text-on-budget, text-over-budget, bg-on-budget, bg-over-budget)
+
+## Task Commits
+
+Each task was committed atomically:
+
+1. **Task 1: Create PageShell, StatCard, SummaryStrip, and DashboardSkeleton** - `ffc5c5f` (feat)
+2. **Task 2: Integrate new components into DashboardPage** - `a533e06` (feat)
+
+## Files Created/Modified
+- `src/components/shared/PageShell.tsx` - Reusable page header wrapper with title, description, and action slot
+- `src/components/dashboard/StatCard.tsx` - KPI display card with formatted value, semantic color, and optional variance badge with directional icon
+- `src/components/dashboard/SummaryStrip.tsx` - Responsive 3-card grid (1/2/3 cols by breakpoint) composing StatCards for income, expenses, and balance
+- `src/components/dashboard/DashboardSkeleton.tsx` - Pulse-animated loading placeholder mirroring summary grid and chart card layout
+- `src/pages/DashboardPage.tsx` - Refactored to use PageShell, SummaryStrip, DashboardSkeleton; removed inline SummaryCard; semantic color tokens throughout
+
+## Decisions Made
+- StatCard uses `font-bold` (upgraded from existing `font-semibold`) for stronger visual weight on KPI values
+- SummaryStrip receives `t` function as a prop rather than calling `useTranslation()` internally, keeping it as a pure presentational component
+- DashboardSkeleton mirrors the exact grid structure of the real dashboard (3-col summary row + 2-col chart row) to prevent layout shift on load
+- Variance badge uses inline icon+text layout (TrendingUp/TrendingDown/Minus icons) instead of Badge component for lighter visual treatment
+
+## Deviations from Plan
+
+None - plan executed exactly as written.
+
+## Issues Encountered
+- Pre-existing lint errors (5 total in badge.tsx, button.tsx, sidebar.tsx, useBudgets.ts) remain from before this plan. No new lint errors introduced. Build passes cleanly.
+
+## User Setup Required
+
+None - no external service configuration required.
+
+## Next Phase Readiness
+- PageShell pattern ready for all remaining pages (budgets, categories, template, settings, quick-add)
+- StatCard/SummaryStrip available for any page needing KPI displays
+- DashboardSkeleton pattern established for loading states across the app
+- All Phase 1 components complete; Phase 2 can begin dashboard-specific chart and detail work
+
+## Self-Check: PASSED
+
+All 5 created/modified files verified present. Both task commits (ffc5c5f, a533e06) verified in git log.
+
+---
+*Phase: 01-design-foundation-and-primitives*
+*Completed: 2026-03-16*