SimpleFinanceDash/.planning/STATE.md

gsd_state_version, milestone, milestone_name, status, stopped_at, last_updated, last_activity, progress

gsd_state_version	milestone	milestone_name	status	stopped_at	last_updated	last_activity	progress
1.0	v1.0	milestone	planning	Completed 03-01-PLAN.md — CategorySection, CollapsibleSections, carryover display built	2026-03-17T14:09:55.087Z	2026-03-16 — Phase 2 complete, transitioned to Phase 3	total_phases completed_phases total_plans completed_plans percent 4 2 7 6 100

Project State

Project Reference

See: .planning/PROJECT.md (updated 2026-03-16)

Core value: Users can see their full monthly financial picture at a glance — income, spending, and what's left — in a visually rich, easy-to-read dashboard. Current focus: Phase 3 — Collapsible Dashboard Sections

Current Position

Phase: 3 of 4 (Collapsible Dashboard Sections) Plan: Not started Status: Ready to plan Last activity: 2026-03-16 — Phase 2 complete, transitioned to Phase 3

Progress: [████████████████████] 5/5 plans (100%)

Performance Metrics

Velocity:

• Total plans completed: 0
• Average duration: -
• Total execution time: 0 hours

By Phase:

Phase	Plans	Total	Avg/Plan
-	-	-	-

Recent Trend:

• Last 5 plans: -
• Trend: -

Updated after each plan completion | Phase 01 P01 | 3min | 2 tasks | 5 files | | Phase 01 P02 | 2min | 2 tasks | 5 files | | Phase 02 P02 | 2min | 2 tasks | 4 files | | Phase 02 P01 | 2min | 2 tasks | 4 files | | Phase 02-dashboard-charts-and-layout P03 | 3min | 2 tasks | 2 files | | Phase 03-collapsible-dashboard-sections P01 | 2min | 2 tasks | 8 files |

Accumulated Context

Decisions

Decisions are logged in PROJECT.md Key Decisions table. Recent decisions affecting current work:

• [Roadmap]: 4-phase structure derived from research — foundation before features, dashboard before other pages, charts before collapsibles
• [Roadmap]: All research flags set to NO — no /gsd:research-phase needed before any phase
• [Phase 01]: Applied Recharts v3 initialDimension patch on chart.tsx (shadcn-ui/ui#9892)
• [Phase 01]: Category text colors darkened to oklch ~0.55 for WCAG 4.5:1 contrast; chart fills kept lighter at ~0.65-0.70 (two-tier pattern)
• [Phase 01]: StatCard uses font-bold (upgraded from font-semibold) for stronger KPI visual weight
• [Phase 01]: SummaryStrip accepts t() as prop to stay presentational; DashboardSkeleton mirrors exact grid layout to prevent shift
• [Phase 02]: Donut legend placed below chart for better 3-column layout fit
• [Phase 02]: ChartEmptyState created in Plan 02 as Rule 3 deviation (blocking dep from Plan 01)
• [Phase 02]: MonthNavigator uses Select dropdown for month jump -- consistent with existing form patterns
• [Phase 02]: useMonthParam uses useSearchParams callback form to preserve other URL params
• [Phase 02-03]: useMemo hooks declared before early returns (Rules of Hooks compliance)
• [Phase 02-03]: QuickAdd button placed below chart grid (SummaryStrip -> charts -> QuickAdd ordering)
• [Phase 02-03]: Chart grid uses md:grid-cols-2 lg:grid-cols-3 responsive breakpoints
• [Phase 03-collapsible-dashboard-sections]: CategorySection uses controlled open/onOpenChange pattern — Plan 02 will own open state in DashboardContent
• [Phase 03-collapsible-dashboard-sections]: Direction-aware diff: spending types (bill, variable_expense, debt) over when actual > budgeted; income/saving/investment over when actual < budgeted
• [Phase 03-collapsible-dashboard-sections]: CollapsibleContent wired to CSS keyframes via data-[state=open]:animate-collapsible-open Tailwind variant

Pending Todos

None yet.

Blockers/Concerns

• ⚠️ [Phase 02-03] 6 pre-existing lint errors in unrelated files (MonthNavigator.tsx, badge.tsx, button.tsx, sidebar.tsx, useBudgets.ts) — not caused by Phase 2 changes but may affect Phase 3 CI

Session Continuity

Last session: 2026-03-17T14:09:55.085Z Stopped at: Completed 03-01-PLAN.md — CategorySection, CollapsibleSections, carryover display built Resume file: None