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

phase, plan, subsystem, tags, requires, provides, affects, tech-stack, key-files, key-decisions, patterns-established, requirements-completed, duration, completed

phase	plan	subsystem	tags	requires	provides	affects	tech-stack	key-files	key-decisions	patterns-established	requirements-completed	duration	completed
02-dashboard-charts-and-layout	02	ui	recharts pie-chart bar-chart donut css-variables chart-config	phase provides 01-design-foundation-and-primitives OKLCH color tokens, chart fill CSS variables, ChartContainer with initialDimension patch	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	02-03-dashboard-layout-integration 03-collapsible-sections	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	created modified src/components/dashboard/charts/ExpenseDonutChart.tsx src/components/dashboard/charts/IncomeBarChart.tsx src/components/dashboard/charts/SpendBarChart.tsx src/components/dashboard/charts/ChartEmptyState.tsx	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	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	UI-DONUT-01 UI-BAR-01 UI-HBAR-01	2min	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)

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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

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