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docs(transition): evolve PROJECT.md and STATE.md after Phase 2 completion

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Jean-Luc Makiola
2026-03-16 14:31:42 +01:00
parent 1ad52b9e63
commit d29c0cd482
2 changed files with 19 additions and 17 deletions
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17
.planning/PROJECT.md
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@@ -26,13 +26,13 @@ Users can see their full monthly financial picture at a glance — income, spend
- ✓ Dashboard shows summary cards (income, expenses, balance) — existing
- ✓ Dashboard shows expense breakdown pie chart — existing
- ✓ Dashboard shows category progress bars — existing
- ✓ UI-BAR-01: Add bar chart comparing income budget vs actual — Phase 2
- ✓ UI-HBAR-01: Add horizontal bar chart comparing spend budget vs actual by category type — Phase 2
- ✓ UI-DONUT-01: Improve donut chart for expense category breakdown with richer styling — Phase 2
### Active
- [ ] UI-DASH-01: Redesign dashboard with hybrid layout — summary cards, charts, and collapsible category sections (income, bills, expenses, debt, savings) with budget/actual columns
- [ ] UI-BAR-01: Add bar chart comparing income budget vs actual
- [ ] UI-HBAR-01: Add horizontal bar chart comparing spend budget vs actual by category type
- [ ] UI-DONUT-01: Improve donut chart for expense category breakdown with richer styling
- [ ] UI-COLLAPSE-01: Add collapsible inline sections on dashboard for each category group showing individual line items
- [ ] UI-DESIGN-01: Redesign all pages with rich, colorful visual style — consistent design language across the app
- [ ] UI-AUTH-01: Refresh login and register pages
@@ -78,15 +78,18 @@ Users can see their full monthly financial picture at a glance — income, spend
| All three chart types (bar, horizontal bar, donut) | Comprehensive financial visualization like the reference | Pending |
| Refresh all pages, not just dashboard | Consistent design language throughout the app | Pending |
| 4-phase roadmap: Foundation > Charts > Collapsibles > Full-app | Build dependency chain from research; design tokens before components, dashboard before other pages | Pending |
| URL-based month navigation via useMonthParam | Survives refresh and enables sharing; uses ?month=YYYY-MM search param | Phase 2 |
| 3-column responsive chart grid (md:2, lg:3) | Fits donut + 2 bar charts; collapses gracefully on smaller screens | Phase 2 |
| DashboardContent as inner component pattern | Separates month selection/empty state from data-dependent chart rendering | Phase 2 |
## Traceability
| Requirement | Phase | Status |
|-------------|-------|--------|
| UI-DASH-01 | Phase 1, 2, 3 | Pending |
| UI-BAR-01 | Phase 2 | Pending |
| UI-HBAR-01 | Phase 2 | Pending |
| UI-DONUT-01 | Phase 2 | Pending |
| UI-BAR-01 | Phase 2 | Validated |
| UI-HBAR-01 | Phase 2 | Validated |
| UI-DONUT-01 | Phase 2 | Validated |
| UI-COLLAPSE-01 | Phase 3 | Pending |
| UI-DESIGN-01 | Phase 1, 4 | Pending |
| UI-AUTH-01 | Phase 4 | Pending |
@@ -98,4 +101,4 @@ Users can see their full monthly financial picture at a glance — income, spend
| UI-RESPONSIVE-01 | Phase 1, 4 | Pending |
---
*Last updated: 2026-03-16 after roadmap creation*
*Last updated: 2026-03-16 after Phase 2*

19
.planning/STATE.md
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@@ -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 2 — Dashboard Charts and Layout
**Current focus:** Phase 3 — Collapsible Dashboard Sections
## Current Position
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)
Phase: 3 of 4 (Collapsible Dashboard Sections)
Plan: Not started
Status: Ready to plan
Last activity: 2026-03-16 — Phase 2 complete, transitioned to Phase 3
Progress: [████████░░] 80%
Progress: [████████████████████] 5/5 plans (100%)
## Performance Metrics
@@ -83,11 +83,10 @@ None yet.
### Blockers/Concerns
- shadcn `chart.tsx` requires manual `initialDimension` patch after CLI install (issue #9892) — must be applied in Phase 1 before any chart work
- WCAG contrast audit needed for bumped OKLCH chroma values during Phase 1 token work
- ⚠️ [Phase 02-03] 6 pre-existing lint errors in unrelated files (MonthNavigator.tsx, badge.tsx, button.tsx, sidebar.tsx, useBudgets.ts) — not caused by Phase 2 changes but may affect Phase 3 CI
## Session Continuity
Last session: 2026-03-16T13:24:26.742Z
Stopped at: Completed 02-03-PLAN.md — Phase 2 complete
Last session: 2026-03-16
Stopped at: Phase 2 complete, ready to plan Phase 3
Resume file: None