---
phase: 02-layout-and-brand-identity
plan: 02
subsystem: ui
tags: [react, sidebar, shadcn, tailwind, oklch, branding]

# Dependency graph
requires:
  - phase: 01-design-token-foundation
    provides: oklch pastel CSS tokens including --sidebar, --sidebar-primary, --sidebar-primary-foreground, --primary
provides:
  - Branded AppLayout sidebar with gradient wordmark (oklch 260-300 purple sweep)
  - Visible active nav indicator using sidebar-primary (oklch 0.50 vs 0.97 contrast)
  - SidebarTrigger collapse button in SidebarInset header bar
  - Unit tests for all four NAV requirements
affects: [03-data-display, 04-settings-and-polish]

# Tech tracking
tech-stack:
  added: []
  patterns:
    - "Gradient text via WebkitBackgroundClip+WebkitTextFillColor with oklch inline style"
    - "SidebarMenuButton className override for active state — no edits to ui/sidebar.tsx"
    - "SidebarTrigger placed inside SidebarInset (not Sidebar) for safe useSidebar() hook access"
    - "matchMedia mock required in tests that render SidebarProvider"

key-files:
  created:
    - frontend/src/components/AppLayout.test.tsx
  modified:
    - frontend/src/components/AppLayout.tsx

key-decisions:
  - "Gradient wordmark uses inline style (not Tailwind) because oklch values are not Tailwind classes"
  - "Active indicator uses sidebar-primary token directly via className override — avoids invisible sidebar-accent default (only 4 lightness points difference)"
  - "SidebarTrigger lives in SidebarInset header, not in Sidebar, so useSidebar() context is always available"

patterns-established:
  - "Pattern 1: Sidebar customization via className props only — never edit src/components/ui/sidebar.tsx"
  - "Pattern 2: Test files for SidebarProvider-dependent components must mock both ResizeObserver and window.matchMedia"

requirements-completed: [NAV-01, NAV-02, NAV-03, NAV-04]

# Metrics
duration: 2min
completed: 2026-03-11
---

# Phase 02 Plan 02: Layout and Brand Identity — Sidebar Polish Summary

**Gradient wordmark, sidebar-primary active indicator, and SidebarTrigger collapse button added to AppLayout via className overrides and inline oklch styles**

## Performance

- **Duration:** 2 min
- **Started:** 2026-03-11T20:47:21Z
- **Completed:** 2026-03-11T20:49:30Z
- **Tasks:** 2
- **Files modified:** 2

## Accomplishments

- Created AppLayout.test.tsx with 4 passing tests covering NAV-01 through NAV-04
- Replaced plain h2 app name with gradient span wordmark using oklch(260) to oklch(300) purple-to-pink sweep
- Overrode SidebarMenuButton active className to use sidebar-primary token for high-contrast active indicator
- Added SidebarTrigger collapse button in a header bar within SidebarInset
- All 35 tests pass, production build succeeds

## Task Commits

Each task was committed atomically:

1. **Task 1: Create AppLayout test scaffold** - `9b57a1a` (test)
2. **Task 2: Brand sidebar with wordmark, active indicator, and collapse trigger** - `79a0f9b` (feat)

## Files Created/Modified

- `frontend/src/components/AppLayout.test.tsx` - Unit tests for NAV-01 through NAV-04 (sidebar renders, wordmark, active state, trigger button)
- `frontend/src/components/AppLayout.tsx` - SidebarTrigger import, gradient wordmark span, active className override, header bar with trigger

## Decisions Made

- Gradient wordmark uses inline style with WebkitBackgroundClip rather than a Tailwind class because the oklch values aren't available as utility classes
- Active state uses `data-[active=true]:bg-sidebar-primary` override to replace the nearly-invisible default `bg-sidebar-accent` (only 4 lightness points from sidebar background)
- SidebarTrigger is placed inside SidebarInset header (not inside the Sidebar component) so the `useSidebar()` hook always has access to SidebarProvider context

## Deviations from Plan

### Auto-fixed Issues

**1. [Rule 3 - Blocking] Added window.matchMedia mock to test file**
- **Found during:** Task 1 (AppLayout test scaffold)
- **Issue:** SidebarProvider's `use-mobile` hook calls `window.matchMedia()` which is not defined in jsdom test environment, causing all 4 tests to error
- **Fix:** Added `Object.defineProperty(window, 'matchMedia', ...)` mock using `vi.fn()` at the top of the test file
- **Files modified:** frontend/src/components/AppLayout.test.tsx
- **Verification:** Tests run successfully after adding mock
- **Committed in:** 9b57a1a (Task 1 commit)

---

**Total deviations:** 1 auto-fixed (1 blocking)
**Impact on plan:** Necessary for test environment compatibility. No scope creep.

## Issues Encountered

The linter reverted early Edit tool changes to AppLayout.tsx before they could be saved atomically — resolved by reading the file again and writing the complete file content in a single Write operation.

## User Setup Required

None - no external service configuration required.

## Next Phase Readiness

- AppLayout sidebar is fully branded and functional — every authenticated page now has the gradient wordmark, visible active indicator, and collapse toggle
- Ready for Phase 3 data display work which renders inside the `<main className="flex-1 p-4">` container added in this plan

---
*Phase: 02-layout-and-brand-identity*
*Completed: 2026-03-11*