---
phase: 02-dashboard-charts-and-layout
plan: 02
subsystem: ui
tags: [recharts, pie-chart, bar-chart, donut, css-variables, chart-config]

requires:
  - phase: 01-design-foundation-and-primitives
    provides: "OKLCH color tokens, chart fill CSS variables, ChartContainer with initialDimension patch"
provides:
  - "ExpenseDonutChart: donut pie chart with center total label, active hover expansion, and custom legend"
  - "IncomeBarChart: vertical grouped bar chart comparing budgeted (muted) vs actual (vivid) income"
  - "SpendBarChart: horizontal bar chart comparing budget vs actual by category type with over-budget red accent"
  - "ChartEmptyState: shared muted placeholder for empty chart cards"
affects: [02-03-dashboard-layout-integration, 03-collapsible-sections]

tech-stack:
  added: []
  patterns:
    - "ChartConfig-driven color injection via CSS variables (no hardcoded hex)"
    - "PieSectorDataItem type for activeShape render function"
    - "layout='vertical' on BarChart for horizontal bars with swapped axis types"
    - "Per-cell conditional fill via Cell component for over-budget coloring"

key-files:
  created:
    - src/components/dashboard/charts/ExpenseDonutChart.tsx
    - src/components/dashboard/charts/IncomeBarChart.tsx
    - src/components/dashboard/charts/SpendBarChart.tsx
    - src/components/dashboard/charts/ChartEmptyState.tsx
  modified: []

key-decisions:
  - "Donut legend placed below chart (vertical space more available than horizontal in 3-column grid)"
  - "ChartEmptyState created as Rule 3 deviation (blocking dependency from Plan 01 not yet executed)"
  - "ActiveShape uses PieSectorDataItem type from recharts for type safety"

patterns-established:
  - "Chart component pattern: presentational, receives pre-computed data as props, uses ChartContainer wrapper"
  - "Empty state pattern: ChartEmptyState for no-data, neutral muted ring for zero-amounts"
  - "Over-budget pattern: Cell conditional fill switching to var(--color-over-budget) when actual > budgeted"

requirements-completed: [UI-DONUT-01, UI-BAR-01, UI-HBAR-01]

duration: 2min
completed: 2026-03-16
---

# Phase 2 Plan 02: Dashboard Chart Components Summary

**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**

## Performance

- **Duration:** 2 min
- **Started:** 2026-03-16T12:01:20Z
- **Completed:** 2026-03-16T12:03:32Z
- **Tasks:** 2
- **Files modified:** 4

## Accomplishments
- ExpenseDonutChart with center total label (formatCurrency), active sector expansion on hover, custom below-chart legend, and dual empty/zero-amount states
- IncomeBarChart with grouped vertical bars comparing budgeted (muted bg) vs actual (vivid fill), over-budget red accent via Cell conditional fill
- SpendBarChart with horizontal bars via `layout="vertical"`, per-category vivid fill colors, and over-budget red accent
- All three charts consume CSS variable tokens through ChartConfig -- zero hardcoded hex values

## Task Commits

Each task was committed atomically:

1. **Task 1: Create ExpenseDonutChart component** - `971c5c7` (feat)
2. **Task 2: Create IncomeBarChart and SpendBarChart components** - `bb12d01` (feat)

## Files Created/Modified
- `src/components/dashboard/charts/ExpenseDonutChart.tsx` - Donut pie chart with center label, active hover, custom legend, empty/zero states
- `src/components/dashboard/charts/IncomeBarChart.tsx` - Vertical grouped bar chart for income budgeted vs actual
- `src/components/dashboard/charts/SpendBarChart.tsx` - Horizontal bar chart for category spend budget vs actual
- `src/components/dashboard/charts/ChartEmptyState.tsx` - Shared muted placeholder for empty chart cards

## Decisions Made
- Donut legend placed below the chart rather than to the right, since vertical space is more available in a tight 3-column layout
- Used `PieSectorDataItem` from `recharts/types/polar/Pie` for type-safe activeShape render function
- ChartEmptyState created as part of this plan since it was a blocking dependency (Plan 01 not yet executed)

## Deviations from Plan

### Auto-fixed Issues

**1. [Rule 3 - Blocking] Created ChartEmptyState component**
- **Found during:** Task 1 (ExpenseDonutChart)
- **Issue:** ChartEmptyState was planned for Plan 02-01 (wave 1 parallel), but Plan 01 has not been executed yet. All three chart components import from `./ChartEmptyState`.
- **Fix:** Created `src/components/dashboard/charts/ChartEmptyState.tsx` matching the Plan 01 specification (muted placeholder with centered message text)
- **Files modified:** src/components/dashboard/charts/ChartEmptyState.tsx
- **Verification:** Build passes, import resolves correctly
- **Committed in:** 971c5c7 (Task 1 commit)

---

**Total deviations:** 1 auto-fixed (1 blocking)
**Impact on plan:** ChartEmptyState creation was necessary to unblock all chart imports. Follows the exact specification from Plan 01. No scope creep.

## Issues Encountered
None

## User Setup Required
None - no external service configuration required.

## Next Phase Readiness
- All three chart components are ready for integration into the dashboard layout (Plan 03)
- Charts are fully presentational -- they accept pre-computed data props and will be wired up by the dashboard layout plan
- ChartEmptyState is available for Plan 01 to skip if it detects the file already exists

## Self-Check: PASSED

- ExpenseDonutChart.tsx: FOUND
- IncomeBarChart.tsx: FOUND
- SpendBarChart.tsx: FOUND
- ChartEmptyState.tsx: FOUND
- Commit 971c5c7: FOUND
- Commit bb12d01: FOUND

---
*Phase: 02-dashboard-charts-and-layout*
*Completed: 2026-03-16*