---
gsd_state_version: 1.0
milestone: v1.0
milestone_name: milestone
status: planning
stopped_at: Completed 04-02-PLAN.md
last_updated: "2026-03-12T08:28:10.884Z"
last_activity: 2026-03-11 — Roadmap created from requirements and research
progress:
  total_phases: 4
  completed_phases: 4
  total_plans: 10
  completed_plans: 10
  percent: 0
---

# Project State

## Project Reference

See: .planning/PROJECT.md (updated 2026-03-11)

**Core value:** 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 focus:** Phase 1 — Design Token Foundation

## Current Position

Phase: 1 of 4 (Design Token Foundation)
Plan: 0 of TBD in current phase
Status: Ready to plan
Last activity: 2026-03-11 — Roadmap created from requirements and research

Progress: [░░░░░░░░░░] 0%

## Performance Metrics

**Velocity:**
- Total plans completed: 0
- Average duration: -
- Total execution time: 0 hours

**By Phase:**

| Phase | Plans | Total | Avg/Plan |
|-------|-------|-------|----------|
| - | - | - | - |

**Recent Trend:**
- Last 5 plans: none yet
- Trend: -

*Updated after each plan completion*
| Phase 01-design-token-foundation P01 | 4 | 3 tasks | 6 files |
| Phase 01-design-token-foundation P02 | 60 | 3 tasks | 8 files |
| Phase 02-layout-and-brand-identity P01 | 8 | 2 tasks | 5 files |
| Phase 02-layout-and-brand-identity P02 | 2 | 2 tasks | 2 files |
| Phase 03-interaction-quality-and-completeness P00 | 5 | 1 tasks | 4 files |
| Phase 03-interaction-quality-and-completeness P01 | 2m | 2 tasks | 5 files |
| Phase 03-interaction-quality-and-completeness P02 | 5 | 2 tasks | 3 files |
| Phase 03-interaction-quality-and-completeness P03 | 5 | 2 tasks | 4 files |
| Phase 04-chart-polish-and-bug-fixes P01 | 1 | 2 tasks | 2 files |
| Phase 04-chart-polish-and-bug-fixes P02 | 10 | 2 tasks | 4 files |

## Accumulated Context

### Decisions

Decisions are logged in PROJECT.md Key Decisions table.
Recent decisions affecting current work:

- [Init]: Customize shadcn via CSS variables only — never edit `src/components/ui/` source files directly
- [Init]: `lib/palette.ts` as single source of truth for all category-to-color mappings — no hex values in component files
- [Init]: Extract `InlineEditCell.tsx` at start of Phase 1 before any visual work touches the three duplicated components
- [Phase 01-design-token-foundation]: oklch pastel tokens replace zero-chroma neutrals in :root; --card/--popover remain pure white (locked)
- [Phase 01-design-token-foundation]: --success and --warning semantic tokens added to :root and @theme inline; chart tokens synced with palette.ts base colors
- [Phase 01-design-token-foundation]: palette.ts is single source of truth for 7 category types x 3 shades; amountColorClass returns text-success/text-warning/text-destructive
- [Phase 01-design-token-foundation]: InlineEditCell wraps TableCell internally — callers own row structure, component owns display/edit state
- [Phase 01-design-token-foundation]: amountColorClass() is the only allowed way to color amount cells — raw text-green/text-red classes banned in dashboard components
- [Phase 01-design-token-foundation]: Chart Cell fills use palette[type].base keyed by categoryType — charts and card headers share the same color token
- [Phase 02-layout-and-brand-identity]: Gradient background uses palette.saving/bill/investment light shades at 135deg for subtle tinted-paper feel on auth screens
- [Phase 02-layout-and-brand-identity]: Alert destructive replaces plain error <p> — semantic role=alert improves a11y and enables test assertions
- [Phase 02-layout-and-brand-identity]: Gradient wordmark uses inline oklch style, active state overrides sidebar-primary, SidebarTrigger in SidebarInset header
- [Phase 03-interaction-quality-and-completeness]: onSaveSuccess/onSaveError are optional callbacks — callers opt in to row-flash behavior in downstream plans
- [Phase 03-interaction-quality-and-completeness]: Budget Edit spinner deferred — no BudgetEdit form component exists in codebase yet
- [Phase 03-interaction-quality-and-completeness]: Mock useBudgets hook in DashboardPage tests to control loading state directly
- [Phase 03-interaction-quality-and-completeness]: BillsTracker renders a full Card component — tests render it standalone, not inside a <tr>
- [Phase 03-interaction-quality-and-completeness]: EmptyState is a shared component with all content as props — icon, heading, subtext, and optional CTA
- [Phase 03-interaction-quality-and-completeness]: Delete dialog does not auto-close on error — user must read ON DELETE RESTRICT message before dismissing
- [Phase 03-interaction-quality-and-completeness]: CategoriesPage loading state initialized true, set false in finally block to prevent empty-state flash
- [Phase 03-interaction-quality-and-completeness]: triggerFlash uses two separate state vars (flashRowId/errorRowId) for flash feedback — no race conditions between success and error states
- [Phase 03-interaction-quality-and-completeness]: Empty tracker sections show tinted skeleton card (not null) — section always visible with palette-tinted placeholders when no items exist
- [Phase 04-chart-polish-and-bug-fixes]: formatCurrency third parameter defaults to 'en', replacing hardcoded 'de-DE' — all existing 2-arg call sites now produce English formatting (FIX-01)
- [Phase 04-chart-polish-and-bug-fixes]: Defensive locale || 'en' guard in formatCurrency prevents RangeError when empty string is passed
- [Phase 04-chart-polish-and-bug-fixes]: Custom Tooltip content renderer replicates ChartTooltipContent styling without importing shadcn source — aligned with project rule forbidding edits to src/components/ui/
- [Phase 04-chart-polish-and-bug-fixes]: DashboardPage.test.tsx mocks useAuth to prevent i18n initReactI18next import error triggered by new useAuth dependency

### Pending Todos

None yet.

### Blockers/Concerns

- [Phase 4]: Confirm `preferred_locale` field is available on the settings API response before implementing FIX-01
- [Phase 3]: Verify backend delete cascade behavior for categories with associated budget items before writing confirmation dialog copy

## Session Continuity

Last session: 2026-03-12T08:28:10.883Z
Stopped at: Completed 04-02-PLAN.md
Resume file: None