SimpleFinanceDash/.planning/REQUIREMENTS.md

# Requirements: SimpleFinanceDash

**Defined:** 2026-03-11
**Core Value:** Opening the app should feel like opening a beautifully designed personal spreadsheet — clean pastel colors, clear data layout, approachable and visually delightful.

## v1.0 Requirements (Complete)

All shipped in v1.0 UI Polish milestone.

### Design System

- [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
- [x] **DSGN-02**: Semantic category color tokens defined in a single source of truth (`lib/palette.ts`) replacing scattered hardcoded hex and Tailwind classes
- [x] **DSGN-03**: Dashboard card header gradients unified to a single pastel palette family
- [x] **DSGN-04**: Typography hierarchy established — FinancialOverview and AvailableBalance sections are visually dominant hero elements
- [x] **DSGN-05**: Consistent positive/negative amount coloring across all tables and summaries (green for positive, destructive for negative, amber for over-budget)

### Auth Screens

- [x] **AUTH-01**: Login screen has a branded pastel gradient background (not plain white)
- [x] **AUTH-02**: Login screen displays a styled app wordmark/logo treatment
- [x] **AUTH-03**: Register screen matches login screen's branded look
- [x] **AUTH-04**: Auth form errors display with styled alert blocks and error icons

### Navigation & Layout

- [x] **NAV-01**: Sidebar has a pastel background color distinct from the main content area
- [x] **NAV-02**: Sidebar app name has a branded typographic treatment (not plain h2)
- [x] **NAV-03**: Active navigation item has a clearly visible color indicator using sidebar-primary token
- [x] **NAV-04**: Sidebar is collapsible via a toggle button for smaller screens

### Interaction Quality

- [x] **IXTN-01**: Form submit buttons show a spinner during async operations (login, register, budget create/edit)
- [x] **IXTN-02**: Inline-editable rows show a pencil icon on hover as an edit affordance
- [x] **IXTN-03**: Inline edit saves show a brief visual confirmation (row background flash)
- [x] **IXTN-04**: Chart tooltips display values formatted with the budget's currency
- [x] **IXTN-05**: Category deletion triggers a confirmation dialog before executing

### Empty & Loading States

- [x] **STATE-01**: Dashboard shows a designed empty state with CTA when user has no budgets
- [x] **STATE-02**: Categories page shows a designed empty state with create CTA when no categories exist
- [x] **STATE-03**: Loading skeletons are styled with pastel-tinted backgrounds matching section colors

### Bug Fixes

- [x] **FIX-01**: `formatCurrency` uses the user's locale preference instead of hardcoded `de-DE`
- [x] **FIX-02**: `InlineEditRow` extracted into a shared component (currently duplicated in BillsTracker, VariableExpenses, DebtTracker)

## v1.1 Requirements

Requirements for this milestone. Each maps to roadmap phases.

### Template System

- [ ] **TMPL-01**: User can tag a budget item as fixed, variable, or one-off when creating or editing it
- [ ] **TMPL-02**: User can define a monthly budget template containing fixed items (with amounts) and variable items (category only)
- [ ] **TMPL-03**: Navigating to a month with no budget auto-generates one from the user's template (fixed items with amounts, variable items with blank amounts)
- [ ] **TMPL-04**: One-off items are not carried forward to new months
- [ ] **TMPL-05**: User can manage their template on a dedicated page — add, remove, reorder fixed and variable items
- [ ] **TMPL-06**: The "copy from previous month" feature is replaced by template-based generation

### Quick-Add Library

- [ ] **QADD-01**: User can save a one-off expense category with an icon to their quick-add library
- [ ] **QADD-02**: User can browse and select from their quick-add library when adding a one-off item to a month
- [ ] **QADD-03**: User can manage their quick-add library — add, edit, remove saved categories

### Layout & Density

- [ ] **LYOT-01**: Dashboard sections use flatter, lighter containers instead of heavy bordered cards
- [ ] **LYOT-02**: Table rows are tighter with reduced padding for higher data density
- [ ] **LYOT-03**: Card top padding above colored headers is eliminated
- [ ] **LYOT-04**: Dashboard grid layout is optimized for desktop — maximizes visible data without scrolling
- [ ] **LYOT-05**: Overall visual feel leans toward clean spreadsheet aesthetic — less chrome, more data

## v2 Requirements

Deferred to future release. Tracked but not in current roadmap.

### Visual Enhancements

- **VIS-01**: Budget health indicator badge (green/amber/red) next to budget selector
- **VIS-02**: Progress bars in BillsTracker showing actual vs budget ratio per row
- **VIS-03**: Animated number transitions when totals recompute after inline edits
- **VIS-04**: Month navigator with prev/next arrows beside budget selector
- **VIS-05**: Savings/investments progress arcs per item

### Dark Mode

- **DARK-01**: Pastel dark mode color system (distinct from light pastels)
- **DARK-02**: Dark mode toggle in settings

### Advanced UX

- **UX-01**: Category creation inline from budget item add flow
- **UX-02**: Keyboard shortcuts / command palette
- **UX-03**: Drag-to-reorder categories

## Out of Scope

| Feature | Reason |
|---------|--------|
| Dark mode toggle | Light mode pastel system must be right first; dark pastels are a separate design problem |
| Custom color picker / theme selector | Explicitly excluded per PROJECT.md; tokens are centralized for future theming |
| Animated page transitions (Framer Motion) | JS weight unjustified for data-first app; tw-animate-css covers needed animations |
| Toast notifications for every action | Row-level flash feedback is more contextual; toasts only for errors/destructive actions |
| Mobile/tablet responsiveness | Desktop web is the only target for now |
| CSV import / recurring transactions | Backend features, separate milestone |
| Shared/household budgets | Future feature |

## Traceability

Which phases cover which requirements. Updated during roadmap creation.

| Requirement | Phase | Status |
|-------------|-------|--------|
| DSGN-01 | Phase 1 (v1.0) | Complete |
| DSGN-02 | Phase 1 (v1.0) | Complete |
| DSGN-03 | Phase 1 (v1.0) | Complete |
| DSGN-04 | Phase 1 (v1.0) | Complete |
| DSGN-05 | Phase 1 (v1.0) | Complete |
| FIX-02 | Phase 1 (v1.0) | Complete |
| AUTH-01 | Phase 2 (v1.0) | Complete |
| AUTH-02 | Phase 2 (v1.0) | Complete |
| AUTH-03 | Phase 2 (v1.0) | Complete |
| AUTH-04 | Phase 2 (v1.0) | Complete |
| NAV-01 | Phase 2 (v1.0) | Complete |
| NAV-02 | Phase 2 (v1.0) | Complete |
| NAV-03 | Phase 2 (v1.0) | Complete |
| NAV-04 | Phase 2 (v1.0) | Complete |
| IXTN-01 | Phase 3 (v1.0) | Complete |
| IXTN-02 | Phase 3 (v1.0) | Complete |
| IXTN-03 | Phase 3 (v1.0) | Complete |
| IXTN-05 | Phase 3 (v1.0) | Complete |
| STATE-01 | Phase 3 (v1.0) | Complete |
| STATE-02 | Phase 3 (v1.0) | Complete |
| STATE-03 | Phase 3 (v1.0) | Complete |
| IXTN-04 | Phase 4 (v1.0) | Complete |
| FIX-01 | Phase 4 (v1.0) | Complete |
| TMPL-01 | Phase 5 (v1.1) | Pending |
| TMPL-02 | Phase 5 (v1.1) | Pending |
| TMPL-04 | Phase 5 (v1.1) | Pending |
| TMPL-03 | Phase 6 (v1.1) | Pending |
| TMPL-05 | Phase 6 (v1.1) | Pending |
| TMPL-06 | Phase 6 (v1.1) | Pending |
| QADD-01 | Phase 7 (v1.1) | Pending |
| QADD-02 | Phase 7 (v1.1) | Pending |
| QADD-03 | Phase 7 (v1.1) | Pending |
| LYOT-01 | Phase 8 (v1.1) | Pending |
| LYOT-02 | Phase 8 (v1.1) | Pending |
| LYOT-03 | Phase 8 (v1.1) | Pending |
| LYOT-04 | Phase 8 (v1.1) | Pending |
| LYOT-05 | Phase 8 (v1.1) | Pending |

**Coverage:**
- v1.0 requirements: 23 total (all complete)
- v1.1 requirements: 14 total
- Mapped to phases: 14
- Unmapped: 0

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*Requirements defined: 2026-03-11*
*Last updated: 2026-03-12 after v1.1 roadmap creation*