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SimpleFinanceDash/.planning/phases/04-chart-polish-and-bug-fixes/04-VERIFICATION.md
2026-03-12 09:30:59 +01:00

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phase, verified, status, score, re_verification
phase verified status score re_verification
04-chart-polish-and-bug-fixes 2026-03-12T09:30:00Z passed 10/10 must-haves verified false

Phase 4: Chart Polish and Bug Fixes — Verification Report

Phase Goal: Charts look polished and informative with semantic category colors, correctly formatted currency tooltips, and the currency locale bug fixed so values display in the user's preferred locale Verified: 2026-03-12T09:30:00Z Status: PASSED Re-verification: No — initial verification


Goal Achievement

Observable Truths

# Truth Status Evidence
1 formatCurrency no longer hardcodes 'de-DE' — default locale is 'en' VERIFIED format.ts line 4: locale: string = 'en'; grep for de-DE returns no matches
2 formatCurrency accepts an optional third locale parameter VERIFIED Function signature: (amount: number, currency: string = 'EUR', locale: string = 'en')
3 Calling formatCurrency(1234.56, 'EUR', 'de') produces German-formatted output VERIFIED format.test.ts line 1518: test passes (1.234,56)
4 Calling formatCurrency(1234.56, 'USD', 'en') produces English-formatted output VERIFIED format.test.ts line 2024: test passes ($ + 1,234.56)
5 Calling formatCurrency(1234.56, 'EUR') without locale uses 'en' default, not 'de-DE' VERIFIED format.test.ts lines 58 and 4145: default test passes; "does NOT produce German formatting" test passes
6 Hovering over an ExpenseBreakdown pie slice shows a tooltip with the category name and currency-formatted value VERIFIED ExpenseBreakdown.tsx lines 4659: custom Tooltip content renderer renders item.name and formatCurrency(Number(item.value), budget.currency, locale)
7 Hovering over an AvailableBalance donut slice shows a tooltip with the segment name and currency-formatted value VERIFIED AvailableBalance.tsx lines 5265: custom Tooltip content renderer renders item.name and formatCurrency(Number(item.value), budget.currency, locale)
8 Chart tooltip values use the budget's currency code (not hardcoded EUR) VERIFIED Both chart components pass budget.currency as the second arg to formatCurrency — sourced from the BudgetDetail prop
9 Chart tooltip values use the user's preferred_locale for number formatting VERIFIED DashboardPage.tsx line 24: const userLocale = user?.preferred_locale || 'en'; passed as locale={userLocale} to both charts
10 AvailableBalance center text also receives the user's locale for formatting VERIFIED AvailableBalance.tsx line 70: formatCurrency(available, budget.currency, locale) — center text uses the locale prop

Score: 10/10 truths verified


Required Artifacts

Artifact Expected Status Details
frontend/src/lib/format.ts Locale-aware formatCurrency function VERIFIED 10 lines; 3-parameter signature; Intl.NumberFormat(locale || 'en', ...) with defensive guard; no de-DE
frontend/src/lib/format.test.ts Unit tests for formatCurrency locale behavior VERIFIED 47 lines; 8 tests covering English default, explicit locales, USD, zero, negative, empty-string edge case
frontend/src/components/ExpenseBreakdown.tsx Custom Recharts Tooltip with formatted currency VERIFIED Imports formatCurrency; locale?: string prop; custom Tooltip content renderer with formatCurrency call
frontend/src/components/AvailableBalance.tsx Custom Recharts Tooltip + locale-aware center text VERIFIED Imports Tooltip from recharts; locale?: string prop; custom Tooltip renderer + center text uses locale
frontend/src/pages/DashboardPage.tsx Locale threading from useAuth to chart components VERIFIED Imports useAuth; derives userLocale; passes locale={userLocale} to AvailableBalance (line 117) and ExpenseBreakdown (line 124)

From To Via Status Details
DashboardPage.tsx useAuth.ts useAuth() call to get user.preferred_locale WIRED Line 15: import { useAuth } ; line 23: const { user } = useAuth()
DashboardPage.tsx AvailableBalance.tsx locale prop passed as locale={userLocale} WIRED Line 117: <AvailableBalance budget={current} locale={userLocale} />
DashboardPage.tsx ExpenseBreakdown.tsx locale prop passed as locale={userLocale} WIRED Line 124: <ExpenseBreakdown budget={current} locale={userLocale} />
ExpenseBreakdown.tsx format.ts formatCurrency inside Tooltip content renderer with locale WIRED Line 54: formatCurrency(Number(item.value), budget.currency, locale)
AvailableBalance.tsx format.ts formatCurrency inside Tooltip renderer and center text WIRED Line 60 (tooltip): formatCurrency(Number(item.value), budget.currency, locale); line 70 (center): formatCurrency(available, budget.currency, locale)

Requirements Coverage

Requirement Source Plan Description Status Evidence
FIX-01 04-01-PLAN.md formatCurrency uses the user's locale preference instead of hardcoded de-DE SATISFIED format.ts has locale: string = 'en' default; Intl.NumberFormat(locale || 'en', ...); 8 passing unit tests; no de-DE anywhere in format.ts
IXTN-04 04-02-PLAN.md Chart tooltips display values formatted with the budget's currency SATISFIED Both ExpenseBreakdown and AvailableBalance have custom Tooltip content renderers calling formatCurrency(value, budget.currency, locale); DashboardPage threads user.preferred_locale through

No orphaned requirements found — both IDs explicitly claimed in plan frontmatter are satisfied with implementation evidence.


Anti-Patterns Found

File Line Pattern Severity Impact
DashboardPage.tsx 92 placeholder= attribute Info Radix UI SelectValue placeholder prop — expected UI pattern, not an implementation stub

No blockers or warnings found.


Test Suite Results

  • format.test.ts: 8/8 tests pass
  • Full suite: 51/51 tests pass (11 skipped, pre-existing act(...) warnings in InlineEditCell.test.tsx and CategoriesPage.test.tsx — pre-existing, out of scope)
  • Production build: Succeeds with no TypeScript errors (built in 2.53s)

Commit Verification

All four commits documented in SUMMARYs exist in git history:

Commit Message
6ffce76 test(04-01): add failing tests for locale-aware formatCurrency
eb1bb8a feat(04-01): add locale parameter to formatCurrency, default 'en'
f141c4f feat(04-02): add locale prop and custom currency tooltips to chart components
5a70899 feat(04-02): thread user locale from useAuth through DashboardPage to chart components

Human Verification Required

The following items cannot be verified programmatically:

1. ExpenseBreakdown tooltip visual appearance on hover

Test: Load the dashboard with a budget that has variable expenses. Hover over a pie slice in the Expense Breakdown chart. Expected: A tooltip appears showing the category name (bold) and the amount formatted as currency (monospace, muted) with the user's locale grouping convention. Why human: Visual rendering, hover interaction, and Recharts tooltip positioning cannot be verified by grep or unit tests.

2. AvailableBalance tooltip visual appearance on hover

Test: Load the dashboard. Hover over a segment in the Available Balance donut chart. Expected: A tooltip appears showing the segment name (e.g., "Bills", "Remaining") and the formatted currency amount. The center text should also display in the user's locale format. Why human: Visual rendering and hover interaction cannot be automated without E2E tests.

3. Locale preference end-to-end

Test: Log in as a user with preferred_locale = 'de'. Load the dashboard. Expected: Chart tooltips and center text show German number formatting (e.g., 1.234,56 instead of 1,234.56). Why human: Requires a test user with German locale in the database; cannot verify locale threading from DB to render via static analysis alone.


Gaps Summary

No gaps. All must-haves are verified at all three levels (exists, substantive, wired). Both requirements (FIX-01, IXTN-04) are satisfied with concrete implementation evidence. The full test suite passes and the production build completes without errors.


Verified: 2026-03-12T09:30:00Z Verifier: Claude (gsd-verifier)