SimpleFinanceDash/.planning/phases/02-dashboard-charts-and-layout/02-01-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
02-dashboard-charts-and-layout	01	ui	react react-router i18n dashboard charts	phase provides 01-design-foundation-and-primitives PageShell, design tokens, shadcn chart primitive	useMonthParam hook for URL-based month navigation MonthNavigator component with prev/next arrows and Select dropdown Chart and month navigation i18n keys (EN + DE)	02-dashboard-charts-and-layout 03-collapsible-dashboard-sections	added patterns URL-based state via useSearchParams locale-aware month formatting	created modified src/hooks/useMonthParam.ts src/components/dashboard/MonthNavigator.tsx src/i18n/en.json src/i18n/de.json	useMonthParam preserves other URL params via setSearchParams callback form navigateMonth uses Date constructor for automatic year rollover MonthNavigator accepts t prop but dropdown uses locale-aware Intl formatting ChartEmptyState already existed from Phase 1 — skipped creation, added i18n keys only	URL-based month state: useMonthParam hook as single source of truth for month selection Month formatting: Date.toLocaleDateString with month:'long', year:'numeric'	UI-DASH-01	2min	2026-03-16

Phase 02, Plan 01: Month Navigation and Chart Infrastructure Summary

useMonthParam hook and MonthNavigator component for URL-based month selection, plus 10 new chart/navigation i18n keys in EN and DE

Performance

• Duration: ~2 min
• Started: 2026-03-16T12:02:00Z
• Completed: 2026-03-16T12:03:06Z
• Tasks: 2
• Files modified: 4

Accomplishments

• useMonthParam hook reads/writes ?month=YYYY-MM URL param with current-month fallback and year-rollover navigation
• MonthNavigator renders prev/next chevron buttons and a Select dropdown of available budget months with locale-aware formatting
• 10 new i18n keys added for chart labels, month navigation, and empty states in both EN and DE

Task Commits

Each task was committed atomically:

1. Task 1: Create useMonthParam hook and MonthNavigator component - 4481950 (feat)
2. Task 2: Add chart and month navigation i18n keys - 42bf1f9 (feat)

Files Created/Modified

• src/hooks/useMonthParam.ts - URL-based month state hook with navigateMonth for year rollover
• src/components/dashboard/MonthNavigator.tsx - Prev/next arrows + Select dropdown for month selection
• src/i18n/en.json - 10 new dashboard chart and navigation keys
• src/i18n/de.json - Matching German translations

Decisions Made

• ChartEmptyState component already existed from Phase 1 — only i18n keys were added, component creation skipped
• useMonthParam uses setSearchParams callback form to preserve other URL params
• MonthNavigator uses Date.toLocaleDateString for locale-aware month display

Deviations from Plan

Auto-fixed Issues

1. [Rule 1 - Already Exists] Skipped ChartEmptyState component creation

• Found during: Task 2 (ChartEmptyState and i18n keys)
• Issue: ChartEmptyState component already existed from Phase 1 setup
• Fix: Skipped creation, added only the i18n keys
• Verification: Component exists and exports correctly
• Committed in: 42bf1f9 (Task 2 commit)

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Total deviations: 1 auto-fixed (1 already exists) Impact on plan: No scope creep — component existed, only i18n work needed.

Issues Encountered

None

User Setup Required

None - no external service configuration required.

Next Phase Readiness

• Month navigation infrastructure ready for dashboard integration (Plan 03)
• Chart components (Plan 02) can reference i18n keys
• All foundational pieces in place for DashboardPage wiring

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