docs(phase-01): complete phase execution

.planning/STATE.md

@@ -4,7 +4,7 @@ milestone: v1.0
 milestone_name: milestone
 status: planning
 stopped_at: Completed 01-design-token-foundation-01-02-PLAN.md
-last_updated: "2026-03-11T20:19:46.068Z"
+last_updated: "2026-03-11T20:28:15.679Z"
 last_activity: 2026-03-11 — Roadmap created from requirements and research
 progress:
   total_phases: 4

.planning/phases/01-design-token-foundation/01-VERIFICATION.md

@@ -0,0 +1,183 @@
+---
+phase: 01-design-token-foundation
+verified: 2026-03-11T21:22:00Z
+status: human_needed
+score: 9/9 automated must-haves verified
+human_verification:
+  - test: "Open http://localhost:5173 after starting the app (bun run dev in frontend + docker compose up db). Check page background has a subtle lavender tint and cards appear pure white floating on it."
+    expected: "Visible but subtle lavender wash on page background; card surfaces remain white"
+    why_human: "CSS oklch values render in browser only — programmatic verification cannot confirm perceptual quality of the tint"
+  - test: "Inspect each section header: Bills (blue), Variable Expenses (amber), Debt (rose), Available Balance (violet/saving), FinancialOverview (sky-to-green multi-stop). Compare them to be visually distinct from each other."
+    expected: "Each card header has a clearly different pastel gradient color matching its category"
+    why_human: "Cannot verify color appearance or visual distinctiveness programmatically"
+  - test: "Verify FinancialOverview and AvailableBalance look visually dominant compared to other cards (larger title text, more padding)."
+    expected: "Hero elements appear larger/more prominent; other cards use smaller titles"
+    why_human: "Typography hierarchy is a visual/perceptual judgment"
+  - test: "In AvailableBalance, check the number in the donut center: should be large (text-3xl), green when positive, red when negative."
+    expected: "Large bold number, green if available amount > 0, red if negative"
+    why_human: "Color and size rendering requires browser"
+  - test: "In any tracker with data, enter an actual amount exceeding the budget. Verify the actual cell turns amber. For income rows in FinancialOverview, verify positive actual turns green."
+    expected: "Amber on over-budget expenses; green on positive income actuals; neutral on budget column throughout"
+    why_human: "Requires live data and visual inspection"
+  - test: "In FinancialOverview, check that each summary row has a subtle background tint matching its category color (income rows greenish, bill rows bluish, etc.)."
+    expected: "Each row has a visible but gentle category-colored background"
+    why_human: "Inline style backgroundColor rendering requires browser"
+  - test: "Click any actual amount cell in BillsTracker, VariableExpenses, or DebtTracker. Verify it enters edit mode with an input field. Change the value, press Enter — confirm onSave is called (value updates)."
+    expected: "Click-to-edit works; blur or Enter saves; unchanged value does not trigger a save"
+    why_human: "Interactive behavior requires live browser testing"
+---
+
+# Phase 01: Design Token Foundation — Verification Report
+
+**Phase Goal:** Establish design tokens — CSS custom properties, palette.ts module, apply to all dashboard components
+**Verified:** 2026-03-11T21:22:00Z
+**Status:** human_needed (all automated checks passed; 7 visual/interactive items require browser verification)
+**Re-verification:** No — initial verification
+
+---
+
+## Goal Achievement
+
+### Observable Truths
+
+| # | Truth | Status | Evidence |
+|---|-------|--------|----------|
+| 1 | All shadcn CSS variables in :root use pastel oklch values with non-zero chroma (except --card and --popover pure white) | VERIFIED | :root block confirmed: only --card, --popover, --success-foreground, --warning-foreground have zero-chroma (all intentional per plan locked decisions) |
+| 2 | palette.ts exports typed color objects for all 7 category types with 3 shades each (light, medium, base) | VERIFIED | palette.ts lines 18-54: all 7 types present, each with light/medium/base oklch strings; 4 palette test cases pass |
+| 3 | headerGradient() returns a valid CSSProperties object with a linear-gradient background | VERIFIED | palette.ts lines 60-65; 4 headerGradient tests pass in vitest |
+| 4 | amountColorClass() returns text-success / text-warning / text-destructive per locked rules | VERIFIED | palette.ts lines 90-102; 9 amountColorClass tests pass |
+| 5 | --success and --warning CSS tokens exist in :root and registered in @theme inline | VERIFIED | index.css lines 41-44 (tokens), 114-117 (@theme registrations) |
+| 6 | Card headers on all 6 dashboard components use palette-driven gradients — no hardcoded Tailwind color classes remain | VERIFIED | All 6 components import from @/lib/palette; grep for `from-blue-50`, `from-amber-50`, etc. returns zero results; PASTEL_COLORS removed from AvailableBalance and ExpenseBreakdown |
+| 7 | FinancialOverview header uses overviewHeaderGradient() | VERIFIED | FinancialOverview.tsx line 28: `style={overviewHeaderGradient()}` |
+| 8 | FinancialOverview and AvailableBalance have hero typography (text-2xl titles, px-6 py-5 padding) | VERIFIED | AvailableBalance.tsx lines 31-32; FinancialOverview.tsx lines 28-29 |
+| 9 | InlineEditCell.tsx is a shared component replacing three duplicate InlineEditRow functions | VERIFIED | InlineEditCell.tsx exists (60 lines, substantive); grep for InlineEditRow returns zero results; BillsTracker, VariableExpenses, DebtTracker all import InlineEditCell |
+
+**Score:** 9/9 truths verified (automated)
+
+---
+
+### Required Artifacts
+
+| Artifact | Expected | Status | Details |
+|----------|----------|--------|---------|
+| `frontend/src/index.css` | Pastel oklch CSS variables, --success and --warning tokens | VERIFIED | 138 lines; :root has all pastel tokens; --success, --warning in :root and @theme inline |
+| `frontend/src/lib/palette.ts` | Typed exports: palette, CategoryType, CategoryShades, headerGradient, overviewHeaderGradient, amountColorClass | VERIFIED | 103 lines; all 6 named exports present |
+| `frontend/src/lib/palette.test.ts` | Unit tests >= 40 lines | VERIFIED | 138 lines; 20 tests, all passing |
+| `frontend/src/test-setup.ts` | Imports @testing-library/jest-dom | VERIFIED | Single line: `import '@testing-library/jest-dom'` |
+| `frontend/vite.config.ts` | test block with jsdom environment | VERIFIED | test: { environment: 'jsdom', globals: true, setupFiles: [...] } |
+| `frontend/src/components/InlineEditCell.tsx` | Shared inline edit cell, exports InlineEditCell, >= 25 lines | VERIFIED | 60 lines; displays formatted currency, click-to-edit with Input, saves on blur/Enter, no-op when unchanged |
+| `frontend/src/components/InlineEditCell.test.tsx` | Unit tests >= 30 lines | VERIFIED | 107 lines; 5 tests, all passing |
+| `frontend/src/components/BillsTracker.tsx` | Contains headerGradient import and usage | VERIFIED | Line 6: imports headerGradient; line 20: `style={headerGradient('bill')}` |
+| `frontend/src/components/FinancialOverview.tsx` | Contains overviewHeaderGradient import and usage | VERIFIED | Line 6: imports overviewHeaderGradient; line 28: `style={overviewHeaderGradient()}` |
+
+---
+
+### Key Link Verification
+
+| From | To | Via | Status | Details |
+|------|----|-----|--------|---------|
+| `frontend/src/index.css` | `frontend/src/lib/palette.ts` | --chart-1 through --chart-5 synced with palette base colors | VERIFIED | chart-1=oklch(0.76 0.12 250) matches bill.base; chart-2=oklch(0.80 0.14 85) matches variable_expense.base; chart-3=oklch(0.76 0.13 15) matches debt.base; chart-4=oklch(0.75 0.13 280) matches saving.base; chart-5=oklch(0.76 0.12 320) matches investment.base — all exact matches |
+| `frontend/src/lib/palette.ts` | `@/lib/utils` | amountColorClass returns Tailwind utilities referencing CSS variables (text-success, text-warning, text-destructive) | VERIFIED | palette.ts returns 'text-success', 'text-warning', 'text-destructive' literals; --color-success and --color-warning registered in @theme inline enabling these as Tailwind utilities |
+| `frontend/src/components/BillsTracker.tsx` | `frontend/src/lib/palette.ts` | import headerGradient and amountColorClass | VERIFIED | Line 6: `import { headerGradient, amountColorClass } from '@/lib/palette'`; both used in JSX |
+| `frontend/src/components/InlineEditCell.tsx` | `frontend/src/components/BillsTracker.tsx` | BillsTracker imports and uses InlineEditCell | VERIFIED | BillsTracker line 7: `import { InlineEditCell } from '@/components/InlineEditCell'`; used at lines 39-44 replacing former InlineEditRow |
+| `frontend/src/components/AvailableBalance.tsx` | `frontend/src/lib/palette.ts` | Chart Cell fill uses palette[type].base | VERIFIED | AvailableBalance line 48: `fill={palette[entry.categoryType]?.base ?? palette.carryover.base}` |
+
+---
+
+### Requirements Coverage
+
+| Requirement | Source Plan | Description | Status | Evidence |
+|-------------|------------|-------------|--------|----------|
+| DSGN-01 | 01-01 | All shadcn CSS variables use pastel oklch values | SATISFIED | :root block has non-zero chroma on all tokens except intentional pure whites (--card, --popover); --sidebar, --primary, --muted, --accent all have chroma > 0 |
+| DSGN-02 | 01-01 | Semantic category color tokens in single source of truth lib/palette.ts | SATISFIED | palette.ts is the sole definition of category colors; all 6 dashboard components import from it |
+| DSGN-03 | 01-02 | Dashboard card header gradients unified to single pastel palette family | SATISFIED | All 6 components use headerGradient() or overviewHeaderGradient() from palette.ts; no hardcoded Tailwind gradient classes remain |
+| DSGN-04 | 01-02 | Typography hierarchy — FinancialOverview and AvailableBalance visually dominant | SATISFIED | Both use text-2xl font-semibold + px-6 py-5 headers; AvailableBalance center uses text-3xl font-bold |
+| DSGN-05 | 01-01, 01-02 | Consistent positive/negative amount coloring across tables and summaries | SATISFIED | amountColorClass() wired into all trackers and FinancialOverview; returns text-success (positive income/available), text-warning (over-budget), text-destructive (negative available); budget column stays neutral everywhere |
+| FIX-02 | 01-02 | InlineEditRow extracted into shared component | SATISFIED | InlineEditCell.tsx exists with tests; grep for InlineEditRow returns zero results in all 3 tracker components |
+
+All 6 requirements assigned to Phase 1 are satisfied. No orphaned requirements found (REQUIREMENTS.md traceability table maps all Phase 1 IDs to this phase; no Phase 1 IDs exist in REQUIREMENTS.md that are absent from either plan's `requirements` field).
+
+---
+
+### Anti-Patterns Found
+
+| File | Line | Pattern | Severity | Impact |
+|------|------|---------|----------|--------|
+| `frontend/src/components/InlineEditCell.test.tsx` | 66 | `fireEvent.blur(input)` mixes with `userEvent` — causes React act() warning in test output | Info | Tests still pass; warning is cosmetic. Not a blocker. |
+| `frontend/src/components/ExpenseBreakdown.tsx` | 25 | Uses `headerGradient('variable_expense')` — SUMMARY claims `headerGradient('debt')` but actual code differs from the plan's specified type | Info | Plan line 218 specified `headerGradient('debt')` but code uses `variable_expense`. SUMMARY at line 103 also incorrectly claims 'debt'. The code choice is arguably more correct semantically (ExpenseBreakdown shows variable expenses). The truth "palette-driven gradients" is still met. No functional regression. |
+
+No blockers. No stubs. No placeholder implementations. No raw Tailwind color utilities (`text-green-`, `text-red-`, `text-amber-`) in any dashboard component.
+
+---
+
+### Human Verification Required
+
+The following items require browser testing. The app can be started with:
+
+```
+docker compose up db     # in project root (PostgreSQL)
+cd frontend && bun run dev
+```
+
+Then open http://localhost:5173.
+
+#### 1. Page Background Tint
+
+**Test:** View the dashboard page
+**Expected:** Very subtle lavender tint on the page background; card surfaces appear pure white floating on it
+**Why human:** CSS oklch perceptual quality cannot be asserted programmatically
+
+#### 2. Category-Specific Card Header Colors
+
+**Test:** Scroll through all sections and compare card header gradient colors
+**Expected:** Bills = blue gradient; Variable Expenses = amber; Debt = rose; Available Balance = violet/lavender; Financial Overview = sky-to-green multi-stop; ExpenseBreakdown = amber (variable_expense palette)
+**Why human:** Color appearance and distinctiveness is a visual judgment
+
+#### 3. Hero Visual Hierarchy
+
+**Test:** Compare FinancialOverview and AvailableBalance card headers to BillsTracker/DebtTracker headers
+**Expected:** The two hero cards appear larger and more visually prominent
+**Why human:** Typography hierarchy is perceptual
+
+#### 4. Donut Center Amount Coloring
+
+**Test:** Check the AvailableBalance donut chart center number
+**Expected:** Large bold number (text-3xl); green when available > 0, red when negative
+**Why human:** Color and size rendering requires browser
+
+#### 5. Amount Coloring in Tables
+
+**Test:** Enter an actual amount exceeding the budget in BillsTracker. Check income actual amounts in FinancialOverview. Check budget column stays neutral.
+**Expected:** Over-budget actual cells show amber; positive income actual shows green; budget column stays default text color
+**Why human:** Requires live data interaction
+
+#### 6. FinancialOverview Row Tinting
+
+**Test:** Look at the rows in the FinancialOverview table
+**Expected:** Each category row has a subtle background tint matching its category (income rows greenish, bill rows bluish, etc.)
+**Why human:** `style={{ backgroundColor }}` rendering requires browser
+
+#### 7. InlineEditCell Interaction
+
+**Test:** Click an actual amount cell in BillsTracker, VariableExpenses, or DebtTracker
+**Expected:** Cell enters edit mode showing a number input; changing value and pressing Enter/blur saves; clicking without changing value does NOT trigger a save
+**Why human:** Interactive state machine behavior requires live testing
+
+---
+
+### Gaps Summary
+
+No gaps. All automated must-haves are verified. The one noted deviation (ExpenseBreakdown using `headerGradient('variable_expense')` rather than the plan-specified `headerGradient('debt')`) is logged as Info severity — the observable truth "palette-driven gradients, no hardcoded colors" is still met, and `variable_expense` is arguably the more semantically correct gradient for a component showing variable expense breakdown. The SUMMARY.md incorrectly documents 'debt' for this component but the code is functionally correct.
+
+---
+
+### Build and Test Results
+
+- **Vite production build:** Zero TypeScript errors (`bun run build` passes cleanly)
+- **Test suite:** 25/25 tests passing across 2 test files (palette.test.ts: 20 tests; InlineEditCell.test.tsx: 5 tests)
+- **Commits verified:** cbf3552, 3f97d07, d5fc10d, 6859b30 (plan 01); bb36aeb, 689c88f, 07041ae, 90a15c2, fddd8d1 (plan 02) — all present in git log
+
+---
+
+_Verified: 2026-03-11T21:22:00Z_
+_Verifier: Claude (gsd-verifier)_