docs(02-03): complete dashboard integration plan

.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 | - |

.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.
+stopped_at: Completed 02-03-PLAN.md — Phase 2 complete
-last_updated: "2026-03-16T12:06:36.148Z"
+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
+Last session: 2026-03-16T13:24:26.742Z
-Stopped at: Wave 1 complete (02-01, 02-02). Wave 2 (02-03) not started — user paused.
+Stopped at: Completed 02-03-PLAN.md — Phase 2 complete
-Resume file: .planning/phases/02-dashboard-charts-and-layout/02-03-PLAN.md
+Resume file: None

.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*