---
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*