docs(01-01): complete design token foundation plan
- Add 01-01-SUMMARY.md with full task record and decisions - Update STATE.md with progress, decisions, and session info (50% phase complete) - Update ROADMAP.md plan progress (phase 1: 1/2 plans done) - Mark DSGN-01, DSGN-02, DSGN-05 requirements complete
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@@ -9,11 +9,11 @@ Requirements for this milestone. Each maps to roadmap phases.
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### Design System
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- [ ] **DSGN-01**: All shadcn CSS variables (primary, accent, muted, sidebar, chart-1 through chart-5) use pastel oklch values instead of zero-chroma neutrals
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- [ ] **DSGN-02**: Semantic category color tokens defined in a single source of truth (`lib/palette.ts`) replacing scattered hardcoded hex and Tailwind classes
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- [x] **DSGN-01**: All shadcn CSS variables (primary, accent, muted, sidebar, chart-1 through chart-5) use pastel oklch values instead of zero-chroma neutrals
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- [x] **DSGN-02**: Semantic category color tokens defined in a single source of truth (`lib/palette.ts`) replacing scattered hardcoded hex and Tailwind classes
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- [ ] **DSGN-03**: Dashboard card header gradients unified to a single pastel palette family
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- [ ] **DSGN-04**: Typography hierarchy established — FinancialOverview and AvailableBalance sections are visually dominant hero elements
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- [ ] **DSGN-05**: Consistent positive/negative amount coloring across all tables and summaries (green for positive, destructive for negative, amber for over-budget)
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- [x] **DSGN-05**: Consistent positive/negative amount coloring across all tables and summaries (green for positive, destructive for negative, amber for over-budget)
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### Auth Screens
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@@ -89,11 +89,11 @@ Which phases cover which requirements. Updated during roadmap creation.
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| Requirement | Phase | Status |
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|-------------|-------|--------|
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| DSGN-01 | Phase 1 | Pending |
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| DSGN-02 | Phase 1 | Pending |
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| DSGN-01 | Phase 1 | Complete |
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| DSGN-02 | Phase 1 | Complete |
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| DSGN-03 | Phase 1 | Pending |
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| DSGN-04 | Phase 1 | Pending |
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| DSGN-05 | Phase 1 | Pending |
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| DSGN-05 | Phase 1 | Complete |
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| FIX-02 | Phase 1 | Pending |
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| AUTH-01 | Phase 2 | Pending |
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| AUTH-02 | Phase 2 | Pending |
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@@ -29,7 +29,7 @@ Decimal phases appear between their surrounding integers in numeric order.
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3. FinancialOverview and AvailableBalance render as visually dominant hero elements with clear typographic hierarchy above secondary content
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4. Amount values across all tables and summaries show green for positive, destructive red for negative, and amber for over-budget — applied consistently
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5. A single `lib/palette.ts` file exists as the source of truth for all category-to-color mappings; `InlineEditCell.tsx` is extracted as a shared component replacing three duplicated local definitions
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**Plans:** 2 plans
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**Plans:** 1/2 plans executed
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Plans:
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- [ ] 01-01-PLAN.md — CSS token foundation, palette.ts module, and test infrastructure
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- [ ] 01-02-PLAN.md — Component wiring, InlineEditCell extraction, and visual verification
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@@ -75,7 +75,7 @@ Phases execute in numeric order: 1 → 2 → 3 → 4
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| Phase | Plans Complete | Status | Completed |
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|-------|----------------|--------|-----------|
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| 1. Design Token Foundation | 0/2 | Planning complete | - |
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| 1. Design Token Foundation | 1/2 | In Progress| |
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| 2. Layout and Brand Identity | 0/TBD | Not started | - |
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| 3. Interaction Quality and Completeness | 0/TBD | Not started | - |
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| 4. Chart Polish and Bug Fixes | 0/TBD | Not started | - |
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@@ -3,14 +3,14 @@ gsd_state_version: 1.0
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milestone: v1.0
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milestone_name: milestone
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status: planning
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stopped_at: Phase 1 context gathered
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last_updated: "2026-03-11T18:13:04.673Z"
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stopped_at: Completed 01-design-token-foundation-01-01-PLAN.md
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last_updated: "2026-03-11T19:54:14.531Z"
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last_activity: 2026-03-11 — Roadmap created from requirements and research
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progress:
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total_phases: 4
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completed_phases: 0
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total_plans: 0
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completed_plans: 0
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total_plans: 2
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completed_plans: 1
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percent: 0
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---
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@@ -50,6 +50,7 @@ Progress: [░░░░░░░░░░] 0%
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- Trend: -
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*Updated after each plan completion*
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| Phase 01-design-token-foundation P01 | 4 | 3 tasks | 6 files |
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## Accumulated Context
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@@ -61,6 +62,9 @@ Recent decisions affecting current work:
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- [Init]: Customize shadcn via CSS variables only — never edit `src/components/ui/` source files directly
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- [Init]: `lib/palette.ts` as single source of truth for all category-to-color mappings — no hex values in component files
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- [Init]: Extract `InlineEditCell.tsx` at start of Phase 1 before any visual work touches the three duplicated components
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- [Phase 01-design-token-foundation]: oklch pastel tokens replace zero-chroma neutrals in :root; --card/--popover remain pure white (locked)
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- [Phase 01-design-token-foundation]: --success and --warning semantic tokens added to :root and @theme inline; chart tokens synced with palette.ts base colors
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- [Phase 01-design-token-foundation]: palette.ts is single source of truth for 7 category types x 3 shades; amountColorClass returns text-success/text-warning/text-destructive
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### Pending Todos
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@@ -73,6 +77,6 @@ None yet.
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## Session Continuity
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Last session: 2026-03-11T18:13:04.672Z
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Stopped at: Phase 1 context gathered
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Resume file: .planning/phases/01-design-token-foundation/01-CONTEXT.md
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Last session: 2026-03-11T19:54:14.530Z
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Stopped at: Completed 01-design-token-foundation-01-01-PLAN.md
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Resume file: None
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@@ -8,6 +8,7 @@
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"research": true,
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"plan_check": true,
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"verifier": true,
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"nyquist_validation": true
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"nyquist_validation": true,
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"_auto_chain_active": false
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}
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}
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109
.planning/phases/01-design-token-foundation/01-01-SUMMARY.md
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109
.planning/phases/01-design-token-foundation/01-01-SUMMARY.md
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@@ -0,0 +1,109 @@
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---
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phase: 01-design-token-foundation
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plan: 01
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subsystem: frontend/design-tokens
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tags: [css-variables, oklch, tailwind, palette, vitest, tdd]
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dependency_graph:
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requires: []
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provides:
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- pastel oklch CSS variable system in index.css
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- palette.ts typed category color module
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- vitest test infrastructure
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affects:
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- frontend/src/index.css
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- frontend/src/lib/palette.ts
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- All future component visual work in Plan 02
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tech_stack:
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added:
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- vitest@4.0.18
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- "@testing-library/react@16.3.2"
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- "@testing-library/jest-dom@6.9.1"
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- "@testing-library/user-event@14.6.1"
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- jsdom@28.1.0
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patterns:
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- oklch pastel color tokens with non-zero chroma in :root
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- Single-source-of-truth palette module with typed exports
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- TDD with vitest globals and jsdom environment
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key_files:
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created:
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- frontend/src/lib/palette.ts
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- frontend/src/lib/palette.test.ts
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- frontend/src/test-setup.ts
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modified:
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- frontend/src/index.css
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- frontend/vite.config.ts
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- frontend/package.json
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decisions:
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- "oklch pastel tokens replace all zero-chroma neutrals in :root (--card and --popover remain pure white as locked)"
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- "--success (oklch 0.55 0.15 145) and --warning (oklch 0.70 0.14 75) semantic tokens added to :root and registered in @theme inline"
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- "--chart-1 through --chart-5 values synced with palette.ts base colors for bill, variable_expense, debt, saving, investment categories"
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- "palette.ts exports amountColorClass() with isIncome/isAvailable path (positive=text-success, negative=text-destructive) and expense path (over-budget=text-warning)"
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metrics:
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duration: "~4 minutes"
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completed_date: "2026-03-11"
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tasks_completed: 3
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files_created: 3
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files_modified: 3
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---
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# Phase 1 Plan 01: Design Token Foundation Summary
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Pastel oklch CSS variable system and palette.ts module established as the foundation layer for all subsequent visual work, with vitest test infrastructure installed and 20 unit tests passing.
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## Tasks Completed
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| Task | Name | Commit | Files |
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|------|------|--------|-------|
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| 1 | Install test infrastructure and set up vitest | cbf3552 | frontend/package.json, frontend/vite.config.ts, frontend/src/test-setup.ts |
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| 2 | Replace CSS tokens with pastel oklch values and add success/warning tokens | 3f97d07 | frontend/src/index.css |
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| 3 | Create palette.ts and palette.test.ts (TDD) | d5fc10d (RED), 6859b30 (GREEN) | frontend/src/lib/palette.ts, frontend/src/lib/palette.test.ts |
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## What Was Built
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**Pastel CSS variable system (`frontend/src/index.css`):**
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- All `:root` tokens now use oklch values with non-zero chroma (lavender tint, hue ~280-290) except for the intentionally pure-white `--card` and `--popover`
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- `--chart-1` through `--chart-5` mapped to category base colors (bill=blue 250, variable_expense=amber 85, debt=rose 15, saving=violet 280, investment=pink 320)
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- New `--success` (green 145) and `--warning` (amber 75) semantic tokens in `:root`
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- `--color-success` and `--color-warning` registered in `@theme inline` enabling Tailwind utilities `text-success`, `text-warning`
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**Typed palette module (`frontend/src/lib/palette.ts`):**
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- `CategoryType` union: income | bill | variable_expense | debt | saving | investment | carryover
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- `CategoryShades` interface with light/medium/base oklch strings
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- `palette` Record — single source of truth, base colors match CSS chart tokens
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- `headerGradient(type)` — returns `React.CSSProperties` with `linear-gradient(to right, light, medium)`
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- `overviewHeaderGradient()` — multi-stop gradient (carryover.light → saving.light → income.light)
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- `amountColorClass(opts)` — returns `text-success`/`text-warning`/`text-destructive`/`''` per locked rules
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**Test infrastructure:**
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- vitest 4.0.18 with jsdom environment and globals
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- `test-setup.ts` imports `@testing-library/jest-dom` matchers
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- 20 unit tests covering all exports and edge cases — all passing
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## Decisions Made
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1. `--card` and `--popover` intentionally remain `oklch(1 0 0)` (pure white) per locked design decision — cards float visually on the tinted background
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2. `--success-foreground` and `--warning-foreground` use near-white `oklch(0.99 0 0)` — neutral foreground on colored semantic backgrounds is correct and intentional
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3. Sidebar tokens use slightly deeper lavender (hue 280, chroma 0.01-0.02) vs background (hue 290, chroma 0.005) for subtle visual distinction
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4. `overviewHeaderGradient()` uses carryover/saving/income lights (sky→lavender→green) for the FinancialOverview header identity
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## Deviations from Plan
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None - plan executed exactly as written.
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## Self-Check
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### Files Exist
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- frontend/src/lib/palette.ts: FOUND
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- frontend/src/lib/palette.test.ts: FOUND
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- frontend/src/test-setup.ts: FOUND
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- frontend/src/index.css: FOUND (modified)
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### Commits Exist
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- cbf3552 (Task 1): FOUND
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- 3f97d07 (Task 2): FOUND
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- d5fc10d (Task 3 RED): FOUND
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- 6859b30 (Task 3 GREEN): FOUND
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## Self-Check: PASSED
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