makiolaj/SimpleFinanceDash
1
0
Fork 0
Code Issues Pull Requests Actions Packages Projects Releases Wiki Activity

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

Browse Source
This commit is contained in:
Jean-Luc Makiola
2026-03-16 14:31:42 +01:00
parent 1ad52b9e63
commit d29c0cd482
2 changed files with 19 additions and 17 deletions
Download Patch File Download Diff File Expand all files Collapse all files

17
.planning/PROJECT.md
View File

@@ -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*