From d29c0cd482a2a198cf338c40b114376d12b8dc71 Mon Sep 17 00:00:00 2001 From: Jean-Luc Makiola Date: Mon, 16 Mar 2026 14:31:42 +0100 Subject: [PATCH] docs(transition): evolve PROJECT.md and STATE.md after Phase 2 completion --- .planning/PROJECT.md | 17 ++++++++++------- .planning/STATE.md | 19 +++++++++---------- 2 files changed, 19 insertions(+), 17 deletions(-) diff --git a/.planning/PROJECT.md b/.planning/PROJECT.md index a399b2c..c7dadde 100644 --- a/.planning/PROJECT.md +++ b/.planning/PROJECT.md @@ -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* diff --git a/.planning/STATE.md b/.planning/STATE.md index b9a84c9..1addde5 100644 --- a/.planning/STATE.md +++ b/.planning/STATE.md @@ -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