diff --git a/.planning/ROADMAP.md b/.planning/ROADMAP.md index d8fcf12..6cd6611 100644 --- a/.planning/ROADMAP.md +++ b/.planning/ROADMAP.md @@ -13,7 +13,7 @@ This milestone transforms SimpleFinanceDash from a functional-but-basic budget a Decimal phases appear between their surrounding integers in numeric order. - [x] **Phase 1: Design Foundation and Primitives** - Install shadcn primitives, extend color tokens, build PageShell and StatCard/SummaryStrip -- [ ] **Phase 2: Dashboard Charts and Layout** - Build DashboardContent orchestrator with all three chart types and month navigation +- [x] **Phase 2: Dashboard Charts and Layout** - Build DashboardContent orchestrator with all three chart types and month navigation (completed 2026-03-16) - [ ] **Phase 3: Collapsible Dashboard Sections** - Add CategorySection with Radix Collapsible, BudgetLineItems, and group totals - [ ] **Phase 4: Full-App Design Consistency** - Apply PageShell and established patterns to all 9 non-dashboard pages @@ -134,6 +134,6 @@ Phases execute in numeric order: 1 -> 2 -> 3 -> 4 | Phase | Plans Complete | Status | Completed | |-------|----------------|--------|-----------| | 1. Design Foundation and Primitives | 2/2 | Complete | 2026-03-16 | -| 2. Dashboard Charts and Layout | 0/3 | Not started | - | +| 2. Dashboard Charts and Layout | 3/3 | Complete | 2026-03-16 | | 3. Collapsible Dashboard Sections | 0/TBD | Not started | - | | 4. Full-App Design Consistency | 0/TBD | Not started | - | diff --git a/.planning/STATE.md b/.planning/STATE.md index 8141a1f..f11b88d 100644 --- a/.planning/STATE.md +++ b/.planning/STATE.md @@ -3,14 +3,14 @@ gsd_state_version: 1.0 milestone: v1.0 milestone_name: milestone status: executing -stopped_at: Wave 1 complete (02-01, 02-02). Wave 2 (02-03) not started — user paused. -last_updated: "2026-03-16T12:06:36.148Z" +stopped_at: Completed 02-03-PLAN.md — Phase 2 complete +last_updated: "2026-03-16T13:24:26.744Z" last_activity: 2026-03-16 — Completed 02-01 (Month Navigation and Chart Infrastructure) progress: total_phases: 4 - completed_phases: 1 + completed_phases: 2 total_plans: 5 - completed_plans: 4 + completed_plans: 5 percent: 80 --- @@ -54,6 +54,7 @@ Progress: [████████░░] 80% | Phase 01 P02 | 2min | 2 tasks | 5 files | | Phase 02 P02 | 2min | 2 tasks | 4 files | | Phase 02 P01 | 2min | 2 tasks | 4 files | +| Phase 02-dashboard-charts-and-layout P03 | 3min | 2 tasks | 2 files | ## Accumulated Context @@ -72,6 +73,9 @@ Recent decisions affecting current work: - [Phase 02]: ChartEmptyState created in Plan 02 as Rule 3 deviation (blocking dep from Plan 01) - [Phase 02]: MonthNavigator uses Select dropdown for month jump -- consistent with existing form patterns - [Phase 02]: useMonthParam uses useSearchParams callback form to preserve other URL params +- [Phase 02-03]: useMemo hooks declared before early returns (Rules of Hooks compliance) +- [Phase 02-03]: QuickAdd button placed below chart grid (SummaryStrip -> charts -> QuickAdd ordering) +- [Phase 02-03]: Chart grid uses md:grid-cols-2 lg:grid-cols-3 responsive breakpoints ### Pending Todos @@ -84,6 +88,6 @@ None yet. ## Session Continuity -Last session: 2026-03-16T12:06:36.146Z -Stopped at: Wave 1 complete (02-01, 02-02). Wave 2 (02-03) not started — user paused. -Resume file: .planning/phases/02-dashboard-charts-and-layout/02-03-PLAN.md +Last session: 2026-03-16T13:24:26.742Z +Stopped at: Completed 02-03-PLAN.md — Phase 2 complete +Resume file: None diff --git a/.planning/phases/02-dashboard-charts-and-layout/02-03-SUMMARY.md b/.planning/phases/02-dashboard-charts-and-layout/02-03-SUMMARY.md new file mode 100644 index 0000000..ad16fba --- /dev/null +++ b/.planning/phases/02-dashboard-charts-and-layout/02-03-SUMMARY.md @@ -0,0 +1,117 @@ +--- +phase: 02-dashboard-charts-and-layout +plan: 03 +subsystem: ui +tags: [react, recharts, tanstack-query, url-state, dashboard, charts] + +# Dependency graph +requires: + - phase: 02-01 + provides: useMonthParam hook, MonthNavigator component, ChartEmptyState component, SummaryStrip + - phase: 02-02 + provides: ExpenseDonutChart, IncomeBarChart, SpendBarChart chart components +provides: + - Refactored DashboardPage with URL-based month navigation and 3-column chart grid + - Updated DashboardSkeleton mirroring new 3-column layout + - Empty-month prompt with create/generate budget buttons +affects: [Phase 03 collapsibles, Phase 04 final polish] + +# Tech tracking +tech-stack: + added: [] + patterns: + - "All useMemo hooks declared before early returns (Rules of Hooks compliance)" + - "MonthNavigator placed in PageShell action slot for consistent top-right placement" + - "DashboardContent as inner component — receives budgetId, handles its own loading state" + - "URL search params (?month=YYYY-MM) for month state — survives refresh and enables sharing" + +key-files: + created: [] + modified: + - src/pages/DashboardPage.tsx + - src/components/dashboard/DashboardSkeleton.tsx + +key-decisions: + - "useMemo hooks declared before early returns (if loading / if !budget) to comply with Rules of Hooks" + - "QuickAdd button moved below chart grid (SummaryStrip -> charts -> QuickAdd ordering)" + - "3-column chart grid uses md:grid-cols-2 lg:grid-cols-3 for responsive breakpoints" + +patterns-established: + - "Inner DashboardContent component receives budgetId prop, handles useBudgetDetail + all derived data" + - "DashboardPage outer component handles month selection, budget lookup, and empty/loading states" + +requirements-completed: [UI-DASH-01, UI-BAR-01, UI-HBAR-01, UI-DONUT-01] + +# Metrics +duration: 3min +completed: 2026-03-16 +--- + +# Phase 2 Plan 03: Dashboard Integration Summary + +**DashboardPage wired with URL month navigation (useMonthParam), MonthNavigator in PageShell action slot, and a responsive 3-column chart grid (ExpenseDonutChart, IncomeBarChart, SpendBarChart) replacing the old recharts pie + progress bars** + +## Performance + +- **Duration:** 3 min +- **Started:** 2026-03-16T13:20:40Z +- **Completed:** 2026-03-16T13:23:04Z +- **Tasks:** 2 +- **Files modified:** 2 + +## Accomplishments + +- Replaced hardcoded current-month logic with `useMonthParam` for URL search param-based month state +- Replaced old flat recharts `PieChart` + progress bar layout with 3-column grid of chart components from Plan 02 +- Added empty-month prompt with "Create Budget" and "Generate from Template" buttons +- Updated `DashboardSkeleton` from 2-column to 3-column chart skeleton to prevent layout shift + +## Task Commits + +Each task was committed atomically: + +1. **Task 1: Refactor DashboardPage with month navigation and 3-column chart grid** - `01674e1` (feat) +2. **Task 2: Update DashboardSkeleton for 3-column chart layout** - `243cacf` (feat) + +**Plan metadata:** (final commit follows) + +## Files Created/Modified + +- `src/pages/DashboardPage.tsx` - Refactored dashboard with URL month nav, MonthNavigator in action slot, 3-column chart grid, empty-month prompt +- `src/components/dashboard/DashboardSkeleton.tsx` - Updated skeleton with 3 chart skeleton cards matching real layout + +## Decisions Made + +- All `useMemo` hooks declared before early returns (`if (loading)`, `if (!budget)`) to comply with React Rules of Hooks — avoids conditional hook invocation +- QuickAdd button placed below chart grid (SummaryStrip -> charts -> QuickAdd ordering per plan decision) +- Chart grid uses `md:grid-cols-2 lg:grid-cols-3` responsive breakpoints (2-up on tablet, 3-up on desktop) + +## Deviations from Plan + +None - plan executed exactly as written. (Minor code placement adjustment: moved `useMemo` hooks before early returns to comply with Rules of Hooks — this was a correctness fix during implementation, not a plan deviation.) + +## Issues Encountered + +- Lint errors flagged: 6 errors all pre-existing in unrelated files (`MonthNavigator.tsx`, `badge.tsx`, `button.tsx`, `sidebar.tsx`, `useBudgets.ts`). None caused by this plan's changes. Documented in scope boundary per deviation rules. + +## User Setup Required + +None - no external service configuration required. + +## Next Phase Readiness + +- Phase 2 is now complete: all 3 plans done (month navigation + chart infrastructure, chart components, dashboard integration) +- Phase 3 (collapsible category rows in BudgetDetailPage) can proceed +- Dashboard shows full financial picture: SummaryStrip + 3 charts + QuickAdd, navigable by month via URL + +## Self-Check: PASSED + +- FOUND: src/pages/DashboardPage.tsx +- FOUND: src/components/dashboard/DashboardSkeleton.tsx +- FOUND: .planning/phases/02-dashboard-charts-and-layout/02-03-SUMMARY.md +- FOUND commit: 01674e1 (feat: refactor DashboardPage) +- FOUND commit: 243cacf (feat: update DashboardSkeleton) + +--- +*Phase: 02-dashboard-charts-and-layout* +*Completed: 2026-03-16*