SimpleFinanceDash/.planning/milestones/v1.0-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 useSearchParams select lucide-react i18n dashboard charts	phase provides 01-design-foundation-and-primitives Design tokens, PageShell, SummaryStrip, ChartEmptyState component	useMonthParam hook for URL-based month state MonthNavigator component with prev/next arrows and month dropdown i18n keys for chart labels and month navigation (EN + DE)	02-02 02-03 03-collapsible-dashboard-sections dashboard-page-refactor	added patterns URL search param state via useMonthParam locale-aware month formatting	created modified src/hooks/useMonthParam.ts src/components/dashboard/MonthNavigator.tsx src/i18n/en.json src/i18n/de.json	MonthNavigator uses Select dropdown (not popover) for month jump -- consistent with existing form patterns 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	useMonthParam: URL state hook pattern using useSearchParams callback form to preserve other params 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: 2026-03-16T12:01:18Z
• Completed: 2026-03-16T12:03:21Z
• Tasks: 2
• Files modified: 4

Accomplishments

• useMonthParam hook reads/writes ?month=YYYY-MM from URL with current month fallback and year-rollover-safe navigation
• MonthNavigator renders prev/next chevron buttons and a Select dropdown listing available budget months with locale-aware formatting
• Added 10 new i18n keys under dashboard.* for chart labels, month navigation, and empty states in both English and German

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 - Custom hook wrapping useSearchParams for month URL state with setMonth and navigateMonth
• src/components/dashboard/MonthNavigator.tsx - Prev/next arrow buttons + Select dropdown for month selection
• src/i18n/en.json - Added monthNav, noData, expenseDonut, incomeChart, spendChart, budgeted, actual, noBudgetForMonth, createBudget, generateFromTemplate keys
• src/i18n/de.json - German translations for all 10 new dashboard keys

Decisions Made

• MonthNavigator uses the shadcn Select component (not a popover or custom dropdown) for month selection -- consistent with existing form patterns in the project
• formatMonthLabel uses Date.toLocaleDateString(undefined, { month: "long", year: "numeric" }) for locale-aware month display rather than manual string formatting
• ChartEmptyState component was already created during Phase 1 scaffolding -- verified it matches the plan specification exactly, so no changes were needed

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

• useMonthParam hook ready for consumption by DashboardPage refactor (Plan 03)
• MonthNavigator ready to be placed in PageShell action slot (Plan 03)
• ChartEmptyState ready for use in chart components (Plans 02)
• All chart i18n keys available for chart components (Plan 02)

Self-Check: PASSED

• FOUND: src/hooks/useMonthParam.ts
• FOUND: src/components/dashboard/MonthNavigator.tsx
• FOUND: src/components/dashboard/charts/ChartEmptyState.tsx
• FOUND: commit 4481950
• FOUND: commit 42bf1f9

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