118 lines
4.9 KiB
Markdown
118 lines
4.9 KiB
Markdown
---
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phase: 02-dashboard-charts-and-layout
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plan: 03
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subsystem: ui
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tags: [react, recharts, tanstack-query, url-state, dashboard, charts]
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# Dependency graph
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requires:
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- phase: 02-01
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provides: useMonthParam hook, MonthNavigator component, ChartEmptyState component, SummaryStrip
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- phase: 02-02
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provides: ExpenseDonutChart, IncomeBarChart, SpendBarChart chart components
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provides:
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- Refactored DashboardPage with URL-based month navigation and 3-column chart grid
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- Updated DashboardSkeleton mirroring new 3-column layout
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- Empty-month prompt with create/generate budget buttons
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affects: [Phase 03 collapsibles, Phase 04 final polish]
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# Tech tracking
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tech-stack:
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added: []
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patterns:
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- "All useMemo hooks declared before early returns (Rules of Hooks compliance)"
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- "MonthNavigator placed in PageShell action slot for consistent top-right placement"
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- "DashboardContent as inner component — receives budgetId, handles its own loading state"
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- "URL search params (?month=YYYY-MM) for month state — survives refresh and enables sharing"
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key-files:
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created: []
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modified:
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- src/pages/DashboardPage.tsx
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- src/components/dashboard/DashboardSkeleton.tsx
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key-decisions:
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- "useMemo hooks declared before early returns (if loading / if !budget) to comply with Rules of Hooks"
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- "QuickAdd button moved below chart grid (SummaryStrip -> charts -> QuickAdd ordering)"
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- "3-column chart grid uses md:grid-cols-2 lg:grid-cols-3 for responsive breakpoints"
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patterns-established:
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- "Inner DashboardContent component receives budgetId prop, handles useBudgetDetail + all derived data"
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- "DashboardPage outer component handles month selection, budget lookup, and empty/loading states"
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requirements-completed: [UI-DASH-01, UI-BAR-01, UI-HBAR-01, UI-DONUT-01]
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# Metrics
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duration: 3min
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completed: 2026-03-16
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---
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# Phase 2 Plan 03: Dashboard Integration Summary
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**DashboardPage wired with URL month navigation (useMonthParam), MonthNavigator in PageShell action slot, and a responsive 3-column chart grid (ExpenseDonutChart, IncomeBarChart, SpendBarChart) replacing the old recharts pie + progress bars**
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## Performance
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- **Duration:** 3 min
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- **Started:** 2026-03-16T13:20:40Z
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- **Completed:** 2026-03-16T13:23:04Z
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- **Tasks:** 2
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- **Files modified:** 2
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## Accomplishments
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- Replaced hardcoded current-month logic with `useMonthParam` for URL search param-based month state
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- Replaced old flat recharts `PieChart` + progress bar layout with 3-column grid of chart components from Plan 02
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- Added empty-month prompt with "Create Budget" and "Generate from Template" buttons
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- Updated `DashboardSkeleton` from 2-column to 3-column chart skeleton to prevent layout shift
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## Task Commits
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Each task was committed atomically:
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1. **Task 1: Refactor DashboardPage with month navigation and 3-column chart grid** - `01674e1` (feat)
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2. **Task 2: Update DashboardSkeleton for 3-column chart layout** - `243cacf` (feat)
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**Plan metadata:** (final commit follows)
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## Files Created/Modified
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- `src/pages/DashboardPage.tsx` - Refactored dashboard with URL month nav, MonthNavigator in action slot, 3-column chart grid, empty-month prompt
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- `src/components/dashboard/DashboardSkeleton.tsx` - Updated skeleton with 3 chart skeleton cards matching real layout
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## Decisions Made
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- All `useMemo` hooks declared before early returns (`if (loading)`, `if (!budget)`) to comply with React Rules of Hooks — avoids conditional hook invocation
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- QuickAdd button placed below chart grid (SummaryStrip -> charts -> QuickAdd ordering per plan decision)
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- Chart grid uses `md:grid-cols-2 lg:grid-cols-3` responsive breakpoints (2-up on tablet, 3-up on desktop)
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## Deviations from Plan
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None - plan executed exactly as written. (Minor code placement adjustment: moved `useMemo` hooks before early returns to comply with Rules of Hooks — this was a correctness fix during implementation, not a plan deviation.)
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## Issues Encountered
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- Lint errors flagged: 6 errors all pre-existing in unrelated files (`MonthNavigator.tsx`, `badge.tsx`, `button.tsx`, `sidebar.tsx`, `useBudgets.ts`). None caused by this plan's changes. Documented in scope boundary per deviation rules.
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## User Setup Required
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None - no external service configuration required.
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## Next Phase Readiness
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- Phase 2 is now complete: all 3 plans done (month navigation + chart infrastructure, chart components, dashboard integration)
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- Phase 3 (collapsible category rows in BudgetDetailPage) can proceed
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- Dashboard shows full financial picture: SummaryStrip + 3 charts + QuickAdd, navigable by month via URL
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## Self-Check: PASSED
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- FOUND: src/pages/DashboardPage.tsx
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- FOUND: src/components/dashboard/DashboardSkeleton.tsx
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- FOUND: .planning/phases/02-dashboard-charts-and-layout/02-03-SUMMARY.md
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- FOUND commit: 01674e1 (feat: refactor DashboardPage)
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- FOUND commit: 243cacf (feat: update DashboardSkeleton)
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---
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*Phase: 02-dashboard-charts-and-layout*
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*Completed: 2026-03-16*
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