SimpleFinanceDash/.planning/phases/03-collapsible-dashboard-sections/03-01-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
03-collapsible-dashboard-sections	01	ui	react tailwind radix-ui i18n collapsible dashboard	phase provides 02-dashboard-charts-and-layout StatCard, SummaryStrip, DashboardPage foundation	CSS animation tokens for collapsible-open/close (index.css) i18n keys for sections and carryover in en.json and de.json StatCard with optional subtitle/subtitleClassName props SummaryStrip with carryoverSubtitle/carryoverIsNegative on balance DashboardPage carryover subtitle computed and threaded to SummaryStrip CategorySection presentational collapsible component with header badges and 4-column table CollapsibleSections container rendering ordered CategorySection list	03-02 (Plan 02 will wire CollapsibleSections into DashboardContent)	added patterns Presentational components accept t() as prop for i18n decoupling Direction-aware difference logic: spending types over when actual > budget; income/saving/investment over when actual < budget Controlled open state pattern: openSections Record<string,boolean> + onToggleSection callback	created modified src/components/dashboard/CategorySection.tsx src/components/dashboard/CollapsibleSections.tsx src/index.css src/i18n/en.json src/i18n/de.json src/components/dashboard/StatCard.tsx src/components/dashboard/SummaryStrip.tsx src/pages/DashboardPage.tsx	CategorySection accepts controlled open/onOpenChange for external state management (Plan 02 will own state) Spending types (bill, variable_expense, debt): diff = budgeted - actual, over when actual > budgeted Income/saving/investment: diff = actual - budgeted, over when actual < budgeted CollapsibleContent uses data-[state=open]:animate-collapsible-open Tailwind variant tied to CSS keyframes	Collapsible animation: data-[state=open]:animate-collapsible-open / data-[state=closed]:animate-collapsible-close Category color accent: borderLeftColor via categoryColors[type] inline style	UI-DASH-01 UI-COLLAPSE-01	2min	2026-03-17

Phase 3 Plan 01: Collapsible Dashboard Sections (Foundations) Summary

Carryover display wired from DashboardPage through SummaryStrip to StatCard; CategorySection and CollapsibleSections built as pure presentational components with direction-aware difference logic and CSS animation tokens

Performance

• Duration: 2 min
• Started: 2026-03-17T14:05:37Z
• Completed: 2026-03-17T14:07:32Z
• Tasks: 2
• Files modified: 8 (6 modified, 2 created)

Accomplishments

• CSS animation tokens (collapsible-open / collapsible-close) and keyframes added to index.css
• i18n keys for dashboard.sections and dashboard.carryoverIncludes added to both en.json and de.json
• StatCard extended with optional subtitle / subtitleClassName props rendered below the value
• SummaryStrip balance prop extended with carryoverSubtitle / carryoverIsNegative; threaded to StatCard
• DashboardPage computes carryover subtitle from budget.carryover_amount and passes to SummaryStrip
• CategorySection built: left border accent, chevron rotation, budgeted/actual badges, 4-column line-item table with footer totals, direction-aware color coding
• CollapsibleSections built: thin container with controlled open state, renders ordered CategorySection list

Task Commits

Each task was committed atomically:

1. Task 1: Add CSS animation tokens, i18n keys, and carryover display - 21ce6d8 (feat)
2. Task 2: Build CategorySection and CollapsibleSections components - f30b846 (feat)

Plan metadata: (docs commit — see below)

Files Created/Modified

• src/index.css - Added collapsible keyframes and animation CSS tokens
• src/i18n/en.json - Added dashboard.sections and dashboard.carryoverIncludes keys
• src/i18n/de.json - Added German equivalents for sections and carryover keys
• src/components/dashboard/StatCard.tsx - Added optional subtitle / subtitleClassName props
• src/components/dashboard/SummaryStrip.tsx - Extended balance type with carryover fields
• src/pages/DashboardPage.tsx - Computed carryoverSubtitle / carryoverIsNegative and passed to SummaryStrip
• src/components/dashboard/CategorySection.tsx - New: presentational collapsible section component
• src/components/dashboard/CollapsibleSections.tsx - New: container rendering ordered CategorySection list

Decisions Made

• CategorySection uses controlled open/onOpenChange pattern — Plan 02 will own the open state in DashboardContent
• Spending types (bill, variable_expense, debt): over-budget when actual > budgeted
• Income/saving/investment types: over-budget when actual < budgeted (under-earning is the "over" condition)
• CollapsibleContent wired to CSS keyframes via data-[state=open]:animate-collapsible-open Tailwind variant

Deviations from Plan

None - plan executed exactly as written.

Issues Encountered

None. Build passed cleanly. The 6 pre-existing lint errors (MonthNavigator, badge, button, sidebar, useBudgets) were present before this plan and are unchanged — documented in STATE.md as a known concern.

User Setup Required

None - no external service configuration required.

Next Phase Readiness

• All presentational building blocks are ready for Plan 02 to wire into DashboardContent
• CollapsibleSections expects: groups[], currency, openSections: Record<string,boolean>, onToggleSection, t
• Plan 02 needs to: group items by CategoryType, compute per-group totals, manage openSections state in DashboardContent

Self-Check: PASSED

All 9 files verified present. Both task commits (21ce6d8, f30b846) and metadata commit (7d08da2) confirmed in git log.

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Phase: 03-collapsible-dashboard-sections Completed: 2026-03-17