Jean-Luc Makiola
d9cb292ef1
- Add 01-01-SUMMARY.md with full task record and decisions - Update STATE.md with progress, decisions, and session info (50% phase complete) - Update ROADMAP.md plan progress (phase 1: 1/2 plans done) - Mark DSGN-01, DSGN-02, DSGN-05 requirements complete
124 lines
5.5 KiB
Markdown
124 lines
5.5 KiB
Markdown
# Requirements: SimpleFinanceDash UI Polish
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**Defined:** 2026-03-11
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**Core Value:** Opening the app should feel like opening a beautifully designed personal spreadsheet — clean pastel colors, clear data layout, approachable and visually delightful.
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## v1 Requirements
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Requirements for this milestone. Each maps to roadmap phases.
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### Design System
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- [x] **DSGN-01**: All shadcn CSS variables (primary, accent, muted, sidebar, chart-1 through chart-5) use pastel oklch values instead of zero-chroma neutrals
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- [x] **DSGN-02**: Semantic category color tokens defined in a single source of truth (`lib/palette.ts`) replacing scattered hardcoded hex and Tailwind classes
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- [ ] **DSGN-03**: Dashboard card header gradients unified to a single pastel palette family
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- [ ] **DSGN-04**: Typography hierarchy established — FinancialOverview and AvailableBalance sections are visually dominant hero elements
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- [x] **DSGN-05**: Consistent positive/negative amount coloring across all tables and summaries (green for positive, destructive for negative, amber for over-budget)
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### Auth Screens
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- [ ] **AUTH-01**: Login screen has a branded pastel gradient background (not plain white)
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- [ ] **AUTH-02**: Login screen displays a styled app wordmark/logo treatment
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- [ ] **AUTH-03**: Register screen matches login screen's branded look
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- [ ] **AUTH-04**: Auth form errors display with styled alert blocks and error icons
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### Navigation & Layout
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- [ ] **NAV-01**: Sidebar has a pastel background color distinct from the main content area
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- [ ] **NAV-02**: Sidebar app name has a branded typographic treatment (not plain h2)
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- [ ] **NAV-03**: Active navigation item has a clearly visible color indicator using sidebar-primary token
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- [ ] **NAV-04**: Sidebar is collapsible via a toggle button for smaller screens
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### Interaction Quality
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- [ ] **IXTN-01**: Form submit buttons show a spinner during async operations (login, register, budget create/edit)
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- [ ] **IXTN-02**: Inline-editable rows show a pencil icon on hover as an edit affordance
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- [ ] **IXTN-03**: Inline edit saves show a brief visual confirmation (row background flash)
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- [ ] **IXTN-04**: Chart tooltips display values formatted with the budget's currency
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- [ ] **IXTN-05**: Category deletion triggers a confirmation dialog before executing
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### Empty & Loading States
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- [ ] **STATE-01**: Dashboard shows a designed empty state with CTA when user has no budgets
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- [ ] **STATE-02**: Categories page shows a designed empty state with create CTA when no categories exist
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- [ ] **STATE-03**: Loading skeletons are styled with pastel-tinted backgrounds matching section colors
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### Bug Fixes
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- [ ] **FIX-01**: `formatCurrency` uses the user's locale preference instead of hardcoded `de-DE`
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- [ ] **FIX-02**: `InlineEditRow` extracted into a shared component (currently duplicated in BillsTracker, VariableExpenses, DebtTracker)
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## v2 Requirements
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Deferred to future release. Tracked but not in current roadmap.
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### Visual Enhancements
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- **VIS-01**: Budget health indicator badge (green/amber/red) next to budget selector
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- **VIS-02**: Progress bars in BillsTracker showing actual vs budget ratio per row
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- **VIS-03**: Animated number transitions when totals recompute after inline edits
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- **VIS-04**: Month navigator with prev/next arrows beside budget selector
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- **VIS-05**: Savings/investments progress arcs per item
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### Dark Mode
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- **DARK-01**: Pastel dark mode color system (distinct from light pastels)
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- **DARK-02**: Dark mode toggle in settings
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### Advanced UX
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- **UX-01**: Category creation inline from budget item add flow
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- **UX-02**: Keyboard shortcuts / command palette
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- **UX-03**: Drag-to-reorder categories
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## Out of Scope
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| Feature | Reason |
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|---------|--------|
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| Dark mode toggle | Light mode pastel system must be right first; dark pastels are a separate design problem |
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| Custom color picker / theme selector | Explicitly excluded per PROJECT.md; tokens are centralized for future theming |
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| Animated page transitions (Framer Motion) | JS weight unjustified for data-first app; tw-animate-css covers needed animations |
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| Toast notifications for every action | Row-level flash feedback is more contextual; toasts only for errors/destructive actions |
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| Onboarding wizard | Improved empty states with CTAs are sufficient for single-user self-hosted app |
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| New chart types (trend lines, sparklines) | Polish existing charts, don't add new data views |
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| CSV import / recurring transactions | Backend features, not UI polish scope |
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## Traceability
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Which phases cover which requirements. Updated during roadmap creation.
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| Requirement | Phase | Status |
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|-------------|-------|--------|
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| DSGN-01 | Phase 1 | Complete |
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| DSGN-02 | Phase 1 | Complete |
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| DSGN-03 | Phase 1 | Pending |
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| DSGN-04 | Phase 1 | Pending |
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| DSGN-05 | Phase 1 | Complete |
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| FIX-02 | Phase 1 | Pending |
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| AUTH-01 | Phase 2 | Pending |
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| AUTH-02 | Phase 2 | Pending |
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| AUTH-03 | Phase 2 | Pending |
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| AUTH-04 | Phase 2 | Pending |
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| NAV-01 | Phase 2 | Pending |
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| NAV-02 | Phase 2 | Pending |
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| NAV-03 | Phase 2 | Pending |
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| NAV-04 | Phase 2 | Pending |
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| IXTN-01 | Phase 3 | Pending |
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| IXTN-02 | Phase 3 | Pending |
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| IXTN-03 | Phase 3 | Pending |
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| IXTN-05 | Phase 3 | Pending |
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| STATE-01 | Phase 3 | Pending |
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| STATE-02 | Phase 3 | Pending |
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| STATE-03 | Phase 3 | Pending |
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| IXTN-04 | Phase 4 | Pending |
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| FIX-01 | Phase 4 | Pending |
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**Coverage:**
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- v1 requirements: 23 total
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- Mapped to phases: 23
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- Unmapped: 0 ✓
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---
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*Requirements defined: 2026-03-11*
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*Last updated: 2026-03-11 after roadmap creation*
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