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SimpleFinanceDash/.planning/RETROSPECTIVE.md

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Project Retrospective

A living document updated after each milestone. Lessons feed forward into future planning.

Milestone: v1.0 — UI/UX Overhaul

Shipped: 2026-03-24 Phases: 4 | Plans: 10 | Tasks: 19

What Was Built

  • OKLCH design system with two-tier category colors and semantic budget status tokens
  • Three chart types (expense donut, income bar, spend horizontal bar) with CSS variable theming
  • URL-based month navigation with MonthNavigator dropdown
  • Collapsible per-category dashboard sections with direction-aware diff and CSS animations
  • PageShell, StatCard, SummaryStrip shared components for consistent page structure
  • All 9 pages upgraded with consistent design, skeleton loading, and full i18n

What Worked

  • 4-phase dependency chain (foundation → charts → collapsibles → full-app) prevented rework
  • Research-first approach documented Recharts v3 patch and OKLCH patterns before planning
  • Pure presentational components (CategorySection, charts) made integration straightforward
  • Two-tier color approach (dark text, light fills) solved WCAG contrast without sacrificing aesthetics

What Was Inefficient

  • Plan 02-01 SUMMARY.md was never written, requiring retroactive artifact creation
  • Roadmap progress table fell out of sync (phases 3-4 completed but not marked in roadmap)
  • Divergence between local and remote branches required hard reset — lost v1.1 milestone work

Patterns Established

  • OKLCH two-tier pattern: ~0.55 lightness for text (WCAG), ~0.65-0.70 for chart fills
  • PageShell + skeleton pattern: every page gets PageShell header and matching skeleton
  • Direction-aware diff: SPENDING_TYPES array + isSpendingType() covers all 6 category types
  • Controlled collapsible state: parent owns open/close for smart defaults and month-change reset
  • Auth card accent: border-t-4 border-t-primary + favicon logo

Key Lessons

  1. Always verify remote state before starting new local work to avoid divergence
  2. Summary artifacts must be written immediately — retroactive creation loses context
  3. Roadmap progress tracking should be verified at milestone completion, not assumed correct

Cost Observations

  • Model mix: 100% quality profile (opus executors, sonnet verifiers)
  • Sessions: ~4-5 across the milestone
  • Notable: 10 plans across 4 phases completed in ~20 days with minimal rework

Process Evolution

Milestone Phases Plans Key Change
v1.0 UI/UX 4 10 First GSD milestone on this project; research-first approach

Top Lessons (Verified Across Milestones)

  1. Research before planning eliminates mid-phase surprises
  2. Foundation-first phasing (tokens → components → integration) prevents rework