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

.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-BAR-01 | Phase 2 | Validated |
-| UI-HBAR-01 | Phase 2 | Pending |
+| UI-HBAR-01 | Phase 2 | Validated |
-| UI-DONUT-01 | Phase 2 | Pending |
+| 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*

.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)
+Phase: 3 of 4 (Collapsible Dashboard Sections)
-Plan: 2 of 3 in current phase (02-01 complete, 02-02 complete, 02-03 pending)
+Plan: Not started
-Status: In Progress
+Status: Ready to plan
-Last activity: 2026-03-16 — Completed 02-01 (Month Navigation and Chart Infrastructure)
+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
+- ⚠️ [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
-- WCAG contrast audit needed for bumped OKLCH chroma values during Phase 1 token work
 
 ## Session Continuity
 
-Last session: 2026-03-16T13:24:26.742Z
+Last session: 2026-03-16
-Stopped at: Completed 02-03-PLAN.md — Phase 2 complete
+Stopped at: Phase 2 complete, ready to plan Phase 3
 Resume file: None