chore: archive v1.0 phase directories

.planning/MILESTONES.md

@@ -0,0 +1,20 @@
+# Milestones
+
+## v1.0 UI/UX Overhaul (Shipped: 2026-03-24)
+
+**Phases completed:** 4 phases, 10 plans, 19 tasks
+
+**Key accomplishments:**
+
+- shadcn chart/collapsible primitives with Recharts v3 patch, two-tier OKLCH category colors, semantic budget status tokens, and bilingual dashboard i18n keys
+- PageShell, StatCard, SummaryStrip, and DashboardSkeleton components with semantic OKLCH color tokens replacing all hardcoded green/red values in DashboardPage
+- useMonthParam hook and MonthNavigator component for URL-based month selection, plus 10 new chart/navigation i18n keys in EN and DE
+- Three isolated chart components (expense donut, income vertical bars, spend horizontal bars) using Recharts + ChartContainer with CSS variable theming, active hover, and per-cell over-budget coloring
+- 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
+- Carryover display wired from DashboardPage through SummaryStrip to StatCard; CategorySection and CollapsibleSections built as pure presentational components with direction-aware difference logic and CSS animation tokens
+- Collapsible per-category sections wired into DashboardContent with direction-aware smart expand defaults, month-navigation state reset via key prop, and updated DashboardSkeleton.
+- LoginPage and RegisterPage redesigned with muted background, primary-accent card border, favicon logo, subtitle text, and inline SVG OAuth provider icons
+- PageShell adoption, skeleton loading states, and left-border accent group headers applied to all four CRUD/settings pages (Categories, Template, QuickAdd, Settings)
+- BudgetListPage and BudgetDetailPage upgraded with PageShell, locale-aware Intl.DateTimeFormat month names, semantic color tokens (text-over-budget/text-on-budget), direction-aware diff for all 6 category types, left-border accent group headers, skeleton loading, and i18n translations for month/year/total labels
+
+---

.planning/PROJECT.md

@@ -2,11 +2,24 @@
 
 ## What This Is
 
-A personal finance dashboard web app that replaces a basic monthly budget spreadsheet. Users set up income, bills, expenses, debt, and savings categories, create monthly budgets from templates, and track budget vs actual spending with visual charts and summaries. Built as a React SPA with Supabase backend.
+A self-hosted personal budget dashboard that replaces a manual spreadsheet workflow. It tracks monthly budgets with bills, variable expenses, debts, savings, and investments — presented in a dense, visually rich UI with OKLCH pastel colors, three chart types (donut, bar, horizontal bar), collapsible category sections, and consistent design across all 9 pages. Features a smart template system for recurring items, quick-add library for one-off expenses, and auto-generated budgets. Built with Go (backend) + React/TypeScript (frontend) + PostgreSQL.
 
 ## 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.
+Opening the app should feel like opening a beautifully designed personal spreadsheet — clean pastel colors, clear data layout, approachable and visually delightful. The UI IS the product.
+
+## Current State
+
+**Shipped:** v1.0 (UI/UX Overhaul) + prior foundation (auth, CRUD, templates, quick-add)
+
+The app has a complete visual overhaul:
+- OKLCH design system with two-tier category colors and semantic budget status tokens
+- PageShell, StatCard, SummaryStrip shared components for consistent page structure
+- Three chart types (expense donut, income bar, spend horizontal bar) with CSS variable theming
+- URL-based month navigation with MonthNavigator dropdown
+- Collapsible per-category dashboard sections with direction-aware diff and CSS animations
+- All 9 pages upgraded with consistent design, skeleton loading, and i18n
+- Auth pages redesigned with brand presence and OAuth icons
 
 ## Requirements
 
@@ -24,81 +37,86 @@ Users can see their full monthly financial picture at a glance — income, spend
 - ✓ User can set locale and currency in settings — existing
 - ✓ App supports English and German — existing
 - ✓ 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
+- ✓ UI-DASH-01: Redesign dashboard with hybrid layout — summary cards, charts, and collapsible category sections — v1.0
+- ✓ UI-BAR-01: Bar chart comparing income budget vs actual — v1.0
+- ✓ UI-HBAR-01: Horizontal bar chart comparing spend budget vs actual by category type — v1.0
+- ✓ UI-DONUT-01: Improved donut chart for expense category breakdown with richer styling — v1.0
+- ✓ UI-COLLAPSE-01: Collapsible inline sections on dashboard for each category group — v1.0
+- ✓ UI-DESIGN-01: Redesigned all pages with rich, colorful visual style — v1.0
+- ✓ UI-AUTH-01: Refreshed login and register pages — v1.0
+- ✓ UI-CATEGORIES-01: Refreshed categories page — v1.0
+- ✓ UI-TEMPLATE-01: Refreshed template page — v1.0
+- ✓ UI-BUDGETS-01: Refreshed budget list and budget detail pages — v1.0
+- ✓ UI-QUICKADD-01: Refreshed quick-add page — v1.0
+- ✓ UI-SETTINGS-01: Refreshed settings page — v1.0
+- ✓ UI-RESPONSIVE-01: Desktop-first responsive layout across all pages — v1.0
 
 ### 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-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
-- [ ] UI-CATEGORIES-01: Refresh categories page
-- [ ] UI-TEMPLATE-01: Refresh template page
-- [ ] UI-BUDGETS-01: Refresh budget list and budget detail pages
-- [ ] UI-QUICKADD-01: Refresh quick-add page
-- [ ] UI-SETTINGS-01: Refresh settings page
-- [ ] UI-RESPONSIVE-01: Desktop-first responsive layout across all pages
+<!-- Next milestone scope. TBD. -->
+
+(No active requirements — next milestone not yet planned)
 
 ### Out of Scope
 
-- New backend features or data model changes — this milestone is UI only
-- Recurring transaction automation — no backend changes
-- Spending alerts or notifications — no backend changes
-- Trend charts over months — future feature, not part of UI overhaul
+- New backend features or data model changes — UI milestone complete, future milestones may add backend
+- Recurring transaction automation — future feature
+- Spending alerts or notifications — future feature
+- Trend charts over months — future feature
 - Mobile-first optimization — desktop first, basic responsiveness only
+- CSV/bank import — future feature
+- Shared/household budgets — future feature
+- Dark mode — light mode pastel system first
 
 ## Context
 
-- **Existing codebase:** React 19 + Vite 8 + Tailwind CSS 4 + Supabase + TanStack Query + Recharts + shadcn/ui (Radix) + i18next
-- **Data model:** Profiles, Categories (6 types), Templates/TemplateItems, Budgets/BudgetItems, QuickAddItems
-- **Architecture:** Three-tier SPA — Pages > Hooks > Supabase. TanStack Query for state. No Redux/Zustand.
-- **Auth:** Supabase auth with RLS policies. Protected/public routes via React Router.
-- **Current UI state:** Functional but basic. shadcn/ui cards and tables. Single pie chart and progress bars on dashboard. Other pages are simple CRUD forms/tables.
-- **Reference image:** Monthly budget spreadsheet with income/bills/expenses/debt/savings sections, budget vs actual columns, bar charts, horizontal bars, and donut chart. Rich colors.
+v1.0 (UI/UX Overhaul) shipped a complete visual transformation across all 9 pages. The design system uses OKLCH color tokens with a two-tier approach (darker text colors for WCAG contrast, lighter fills for charts). PageShell provides consistent page headers. Three chart types replace the old pie chart and progress bars. Collapsible category sections give users drill-down capability on the dashboard. All pages have skeleton loading states and full i18n coverage.
+
+Tech stack: Go 1.25 + React 19 + TypeScript + Tailwind CSS 4 + shadcn/ui + Recharts + PostgreSQL 16. Package manager: bun. Single Docker image via multi-stage build.
 
 ## Constraints
 
-- **Tech stack**: Must use existing stack (React, Tailwind, Recharts, shadcn/ui) — no new frameworks or major dependencies
-- **Backend**: No Supabase schema changes — UI-only modifications
-- **Data model**: Existing types and hooks must be preserved — redesign the presentation layer only
-- **i18n**: All new UI text must have translation keys in both en.json and de.json
+- **Tech stack**: Keep existing Go + React + shadcn/ui + Tailwind + Recharts stack
+- **Design system**: Build on shadcn/ui, customize via CSS variables and Tailwind config
+- **i18n**: All new/changed UI text must have de + en translations
+- **Package manager**: Use bun for frontend
+- **Platform**: Desktop web only — no mobile/tablet optimization
 
 ## Key Decisions
 
 | Decision | Rationale | Outcome |
 |----------|-----------|---------|
-| UI overhaul only, no backend changes | Keep scope focused, ship faster, reduce risk | Pending |
-| Desktop-first layout | Primary use case is desktop; basic responsive for mobile | Pending |
-| Rich & colorful visual style | Match the visual density and appeal of the spreadsheet reference | Pending |
-| Hybrid dashboard (summary + collapsible sections) | Best of both: quick overview with drill-down capability inline | Pending |
-| 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 |
+| UI overhaul only, no backend changes | Keep scope focused, ship faster, reduce risk | ✓ Good |
+| Desktop-first layout | Primary use case is desktop; basic responsive for mobile | ✓ Good |
+| Rich & colorful visual style | Match the visual density and appeal of the spreadsheet reference | ✓ Good |
+| Hybrid dashboard (summary + collapsible sections) | Best of both: quick overview with drill-down capability inline | ✓ Good |
+| All three chart types (bar, horizontal bar, donut) | Comprehensive financial visualization like the reference | ✓ Good |
+| Refresh all pages, not just dashboard | Consistent design language throughout the app | ✓ Good |
+| 4-phase roadmap: Foundation > Charts > Collapsibles > Full-app | Design tokens before components, dashboard before other pages | ✓ Good |
+| URL-based month navigation via useMonthParam | Survives refresh and enables sharing; uses ?month=YYYY-MM search param | ✓ Good |
+| 3-column responsive chart grid (md:2, lg:3) | Fits donut + 2 bar charts; collapses gracefully on smaller screens | ✓ Good |
+| DashboardContent as inner component pattern | Separates month selection/empty state from data-dependent chart rendering | ✓ Good |
+| Two-tier OKLCH category colors | Darker text (~0.55) for WCAG contrast, lighter fills (~0.65-0.70) for charts | ✓ Good |
+| CategorySection controlled open/onOpenChange pattern | Parent owns state for smart expand defaults and month-change reset | ✓ Good |
+| Auth card accent pattern (border-t-4 + favicon logo) | Consistent brand presence without heavy custom design | ✓ Good |
+| Direction-aware diff for all 6 category types | Spending over when actual > budget; income/saving over when actual < budget | ✓ Good |
 
-## Traceability
+## Evolution
 
-| Requirement | Phase | Status |
-|-------------|-------|--------|
-| UI-DASH-01 | Phase 1, 2, 3 | Pending |
-| UI-BAR-01 | Phase 2 | Validated |
-| UI-HBAR-01 | Phase 2 | Validated |
-| 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 |
-| UI-CATEGORIES-01 | Phase 4 | Pending |
-| UI-TEMPLATE-01 | Phase 4 | Pending |
-| UI-BUDGETS-01 | Phase 4 | Pending |
-| UI-QUICKADD-01 | Phase 4 | Pending |
-| UI-SETTINGS-01 | Phase 4 | Pending |
-| UI-RESPONSIVE-01 | Phase 1, 4 | Pending |
+This document evolves at phase transitions and milestone boundaries.
+
+**After each phase transition** (via `/gsd:transition`):
+1. Requirements invalidated? → Move to Out of Scope with reason
+2. Requirements validated? → Move to Validated with phase reference
+3. New requirements emerged? → Add to Active
+4. Decisions to log? → Add to Key Decisions
+5. "What This Is" still accurate? → Update if drifted
+
+**After each milestone** (via `/gsd:complete-milestone`):
+1. Full review of all sections
+2. Core Value check — still the right priority?
+3. Audit Out of Scope — reasons still valid?
+4. Update Context with current state
 
 ---
-*Last updated: 2026-03-16 after Phase 2*
+*Last updated: 2026-03-24 after v1.0 UI/UX Overhaul milestone completion*

.planning/RETROSPECTIVE.md

@@ -0,0 +1,59 @@
+# Project Retrospective
+
+*A living document updated after each milestone. Lessons feed forward into future planning.*
+
+## Milestone: v1.0 — UI/UX Overhaul
+
+**Shipped:** 2026-03-24
+**Phases:** 4 | **Plans:** 10 | **Tasks:** 19
+
+### What Was Built
+- OKLCH design system with two-tier category colors and semantic budget status tokens
+- Three chart types (expense donut, income bar, spend horizontal bar) with CSS variable theming
+- URL-based month navigation with MonthNavigator dropdown
+- Collapsible per-category dashboard sections with direction-aware diff and CSS animations
+- PageShell, StatCard, SummaryStrip shared components for consistent page structure
+- All 9 pages upgraded with consistent design, skeleton loading, and full i18n
+
+### What Worked
+- 4-phase dependency chain (foundation → charts → collapsibles → full-app) prevented rework
+- Research-first approach documented Recharts v3 patch and OKLCH patterns before planning
+- Pure presentational components (CategorySection, charts) made integration straightforward
+- Two-tier color approach (dark text, light fills) solved WCAG contrast without sacrificing aesthetics
+
+### What Was Inefficient
+- Plan 02-01 SUMMARY.md was never written, requiring retroactive artifact creation
+- Roadmap progress table fell out of sync (phases 3-4 completed but not marked in roadmap)
+- Divergence between local and remote branches required hard reset — lost v1.1 milestone work
+
+### Patterns Established
+- OKLCH two-tier pattern: ~0.55 lightness for text (WCAG), ~0.65-0.70 for chart fills
+- PageShell + skeleton pattern: every page gets PageShell header and matching skeleton
+- Direction-aware diff: SPENDING_TYPES array + isSpendingType() covers all 6 category types
+- Controlled collapsible state: parent owns open/close for smart defaults and month-change reset
+- Auth card accent: border-t-4 border-t-primary + favicon logo
+
+### Key Lessons
+1. Always verify remote state before starting new local work to avoid divergence
+2. Summary artifacts must be written immediately — retroactive creation loses context
+3. Roadmap progress tracking should be verified at milestone completion, not assumed correct
+
+### Cost Observations
+- Model mix: 100% quality profile (opus executors, sonnet verifiers)
+- Sessions: ~4-5 across the milestone
+- Notable: 10 plans across 4 phases completed in ~20 days with minimal rework
+
+---
+
+## Cross-Milestone Trends
+
+### Process Evolution
+
+| Milestone | Phases | Plans | Key Change |
+|-----------|--------|-------|------------|
+| v1.0 UI/UX | 4 | 10 | First GSD milestone on this project; research-first approach |
+
+### Top Lessons (Verified Across Milestones)
+
+1. Research before planning eliminates mid-phase surprises
+2. Foundation-first phasing (tokens → components → integration) prevents rework

.planning/STATE.md

@@ -4,8 +4,8 @@ milestone: v1.0
 milestone_name: milestone
 status: planning
 stopped_at: Completed 04-03-PLAN.md
-last_updated: "2026-03-17T15:29:29.215Z"
-last_activity: 2026-03-16 — Phase 2 complete, transitioned to Phase 3
+last_updated: "2026-03-24T08:42:34.008Z"
+last_activity: 2026-03-24
 progress:
   total_phases: 4
   completed_phases: 4
@@ -25,16 +25,17 @@ See: .planning/PROJECT.md (updated 2026-03-16)
 
 ## Current Position
 
-Phase: 3 of 4 (Collapsible Dashboard Sections)
+Phase: 04 of 4 (full app design consistency)
 Plan: Not started
 Status: Ready to plan
-Last activity: 2026-03-16 — Phase 2 complete, transitioned to Phase 3
+Last activity: 2026-03-24
 
 Progress: [████████████████████] 5/5 plans (100%)
 
 ## Performance Metrics
 
 **Velocity:**
+
 - Total plans completed: 0
 - Average duration: -
 - Total execution time: 0 hours
@@ -46,6 +47,7 @@ Progress: [████████████████████] 5/5 pla
 | - | - | - | - |
 
 **Recent Trend:**
+
 - Last 5 plans: -
 - Trend: -
 

.planning/milestones/v1.0-ROADMAP.md

@@ -14,8 +14,8 @@ 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
 - [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
+- [x] **Phase 3: Collapsible Dashboard Sections** - Add CategorySection with Radix Collapsible, BudgetLineItems, and group totals (completed 2026-03-17)
+- [x] **Phase 4: Full-App Design Consistency** - Apply PageShell and established patterns to all 9 non-dashboard pages (completed 2026-03-17)
 
 ## Phase Details
 
@@ -50,9 +50,9 @@ Plans:
 **Plans**: 3 plans
 
 Plans:
-- [ ] 02-01-PLAN.md — Month navigation infrastructure (useMonthParam hook, MonthNavigator, ChartEmptyState, i18n keys)
-- [ ] 02-02-PLAN.md — Three chart components (ExpenseDonutChart, IncomeBarChart, SpendBarChart)
-- [ ] 02-03-PLAN.md — Dashboard integration (wire charts + month nav into DashboardPage, update skeleton)
+- [x] 02-01-PLAN.md — Month navigation infrastructure (useMonthParam hook, MonthNavigator, ChartEmptyState, i18n keys)
+- [x] 02-02-PLAN.md — Three chart components (ExpenseDonutChart, IncomeBarChart, SpendBarChart)
+- [x] 02-03-PLAN.md — Dashboard integration (wire charts + month nav into DashboardPage, update skeleton)
 
 ### Phase 3: Collapsible Dashboard Sections
 **Goal**: Complete the dashboard hybrid view with collapsible per-category sections that show individual line items, group totals, and variance indicators
@@ -67,8 +67,8 @@ Plans:
 **Plans**: 2 plans
 
 Plans:
-- [ ] 03-01-PLAN.md — Build carryover display, CSS animation tokens, i18n keys, CategorySection and CollapsibleSections components
-- [ ] 03-02-PLAN.md — Wire collapsible sections into DashboardContent with smart defaults, update skeleton, verify
+- [x] 03-01-PLAN.md — Build carryover display, CSS animation tokens, i18n keys, CategorySection and CollapsibleSections components
+- [x] 03-02-PLAN.md — Wire collapsible sections into DashboardContent with smart defaults, update skeleton, verify
 
 ### Phase 4: Full-App Design Consistency
 **Goal**: Apply the design system established in Phases 1-3 to every page in the app, delivering a consistent visual experience across all navigation paths
@@ -84,9 +84,9 @@ Plans:
 **Plans**: 3 plans
 
 Plans:
-- [ ] 04-01-PLAN.md — Redesign auth pages (Login, Register) with brand presence, muted background, card accent, OAuth SVG icons
-- [ ] 04-02-PLAN.md — Upgrade CRUD pages (Categories, Template, QuickAdd, Settings) with PageShell, skeletons, group header accents
-- [ ] 04-03-PLAN.md — Upgrade budget pages (BudgetList, BudgetDetail) with semantic tokens, direction-aware diff, locale-aware months, skeletons
+- [x] 04-01-PLAN.md — Redesign auth pages (Login, Register) with brand presence, muted background, card accent, OAuth SVG icons
+- [x] 04-02-PLAN.md — Upgrade CRUD pages (Categories, Template, QuickAdd, Settings) with PageShell, skeletons, group header accents
+- [x] 04-03-PLAN.md — Upgrade budget pages (BudgetList, BudgetDetail) with semantic tokens, direction-aware diff, locale-aware months, skeletons
 
 ## Requirements Traceability
 
@@ -137,5 +137,5 @@ Phases execute in numeric order: 1 -> 2 -> 3 -> 4
 |-------|----------------|--------|-----------|
 | 1. Design Foundation and Primitives | 2/2 | Complete    | 2026-03-16 |
 | 2. Dashboard Charts and Layout | 3/3 | Complete   | 2026-03-16 |
-| 3. Collapsible Dashboard Sections | 1/2 | In Progress|  |
-| 4. Full-App Design Consistency | 2/3 | In Progress|  |
+| 3. Collapsible Dashboard Sections | 2/2 | Complete   | 2026-03-17 |
+| 4. Full-App Design Consistency | 3/3 | Complete   | 2026-03-17 |

.planning/milestones/v1.0-phases/02-dashboard-charts-and-layout/02-01-SUMMARY.md

@@ -0,0 +1,111 @@
+---
+phase: 02-dashboard-charts-and-layout
+plan: 01
+subsystem: ui
+tags: [react, react-router, i18n, dashboard, charts]
+
+# Dependency graph
+requires:
+  - phase: 01-design-foundation-and-primitives
+    provides: PageShell, design tokens, shadcn chart primitive
+provides:
+  - useMonthParam hook for URL-based month navigation
+  - MonthNavigator component with prev/next arrows and Select dropdown
+  - Chart and month navigation i18n keys (EN + DE)
+affects: [02-dashboard-charts-and-layout, 03-collapsible-dashboard-sections]
+
+# Tech tracking
+tech-stack:
+  added: []
+  patterns: [URL-based state via useSearchParams, locale-aware month formatting]
+
+key-files:
+  created:
+    - src/hooks/useMonthParam.ts
+    - src/components/dashboard/MonthNavigator.tsx
+  modified:
+    - src/i18n/en.json
+    - src/i18n/de.json
+
+key-decisions:
+  - "useMonthParam preserves other URL params via setSearchParams callback form"
+  - "navigateMonth uses Date constructor for automatic year rollover"
+  - "MonthNavigator accepts t prop but dropdown uses locale-aware Intl formatting"
+  - "ChartEmptyState already existed from Phase 1 — skipped creation, added i18n keys only"
+
+patterns-established:
+  - "URL-based month state: useMonthParam hook as single source of truth for month selection"
+  - "Month formatting: Date.toLocaleDateString with month:'long', year:'numeric'"
+
+requirements-completed: [UI-DASH-01]
+
+# Metrics
+duration: 2min
+completed: 2026-03-16
+---
+
+# Phase 02, Plan 01: Month Navigation and Chart Infrastructure Summary
+
+**useMonthParam hook and MonthNavigator component for URL-based month selection, plus 10 new chart/navigation i18n keys in EN and DE**
+
+## Performance
+
+- **Duration:** ~2 min
+- **Started:** 2026-03-16T12:02:00Z
+- **Completed:** 2026-03-16T12:03:06Z
+- **Tasks:** 2
+- **Files modified:** 4
+
+## Accomplishments
+- useMonthParam hook reads/writes `?month=YYYY-MM` URL param with current-month fallback and year-rollover navigation
+- MonthNavigator renders prev/next chevron buttons and a Select dropdown of available budget months with locale-aware formatting
+- 10 new i18n keys added for chart labels, month navigation, and empty states in both EN and DE
+
+## Task Commits
+
+Each task was committed atomically:
+
+1. **Task 1: Create useMonthParam hook and MonthNavigator component** - `4481950` (feat)
+2. **Task 2: Add chart and month navigation i18n keys** - `42bf1f9` (feat)
+
+## Files Created/Modified
+- `src/hooks/useMonthParam.ts` - URL-based month state hook with navigateMonth for year rollover
+- `src/components/dashboard/MonthNavigator.tsx` - Prev/next arrows + Select dropdown for month selection
+- `src/i18n/en.json` - 10 new dashboard chart and navigation keys
+- `src/i18n/de.json` - Matching German translations
+
+## Decisions Made
+- ChartEmptyState component already existed from Phase 1 — only i18n keys were added, component creation skipped
+- useMonthParam uses setSearchParams callback form to preserve other URL params
+- MonthNavigator uses Date.toLocaleDateString for locale-aware month display
+
+## Deviations from Plan
+
+### Auto-fixed Issues
+
+**1. [Rule 1 - Already Exists] Skipped ChartEmptyState component creation**
+- **Found during:** Task 2 (ChartEmptyState and i18n keys)
+- **Issue:** ChartEmptyState component already existed from Phase 1 setup
+- **Fix:** Skipped creation, added only the i18n keys
+- **Verification:** Component exists and exports correctly
+- **Committed in:** 42bf1f9 (Task 2 commit)
+
+---
+
+**Total deviations:** 1 auto-fixed (1 already exists)
+**Impact on plan:** No scope creep — component existed, only i18n work needed.
+
+## Issues Encountered
+None
+
+## User Setup Required
+None - no external service configuration required.
+
+## Next Phase Readiness
+- Month navigation infrastructure ready for dashboard integration (Plan 03)
+- Chart components (Plan 02) can reference i18n keys
+- All foundational pieces in place for DashboardPage wiring
+
+---
+*Phase: 02-dashboard-charts-and-layout*
+*Completed: 2026-03-16*