Jean-Luc Makiola
643ba47fda
- SUMMARY.md with task commits, deviations, and self-check - STATE.md updated with phase 2 position and decisions - ROADMAP.md updated with plan progress Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
125 lines
5.6 KiB
Markdown
125 lines
5.6 KiB
Markdown
---
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phase: 02-dashboard-charts-and-layout
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plan: 02
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subsystem: ui
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tags: [recharts, pie-chart, bar-chart, donut, css-variables, chart-config]
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requires:
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- phase: 01-design-foundation-and-primitives
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provides: "OKLCH color tokens, chart fill CSS variables, ChartContainer with initialDimension patch"
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provides:
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- "ExpenseDonutChart: donut pie chart with center total label, active hover expansion, and custom legend"
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- "IncomeBarChart: vertical grouped bar chart comparing budgeted (muted) vs actual (vivid) income"
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- "SpendBarChart: horizontal bar chart comparing budget vs actual by category type with over-budget red accent"
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- "ChartEmptyState: shared muted placeholder for empty chart cards"
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affects: [02-03-dashboard-layout-integration, 03-collapsible-sections]
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tech-stack:
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added: []
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patterns:
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- "ChartConfig-driven color injection via CSS variables (no hardcoded hex)"
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- "PieSectorDataItem type for activeShape render function"
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- "layout='vertical' on BarChart for horizontal bars with swapped axis types"
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- "Per-cell conditional fill via Cell component for over-budget coloring"
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key-files:
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created:
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- src/components/dashboard/charts/ExpenseDonutChart.tsx
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- src/components/dashboard/charts/IncomeBarChart.tsx
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- src/components/dashboard/charts/SpendBarChart.tsx
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- src/components/dashboard/charts/ChartEmptyState.tsx
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modified: []
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key-decisions:
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- "Donut legend placed below chart (vertical space more available than horizontal in 3-column grid)"
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- "ChartEmptyState created as Rule 3 deviation (blocking dependency from Plan 01 not yet executed)"
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- "ActiveShape uses PieSectorDataItem type from recharts for type safety"
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patterns-established:
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- "Chart component pattern: presentational, receives pre-computed data as props, uses ChartContainer wrapper"
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- "Empty state pattern: ChartEmptyState for no-data, neutral muted ring for zero-amounts"
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- "Over-budget pattern: Cell conditional fill switching to var(--color-over-budget) when actual > budgeted"
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requirements-completed: [UI-DONUT-01, UI-BAR-01, UI-HBAR-01]
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duration: 2min
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completed: 2026-03-16
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---
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# Phase 2 Plan 02: Dashboard Chart Components Summary
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**Three isolated chart components (expense donut, income vertical bars, spend horizontal bars) using Recharts + ChartContainer with CSS variable theming, active hover, and per-cell over-budget coloring**
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## Performance
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- **Duration:** 2 min
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- **Started:** 2026-03-16T12:01:20Z
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- **Completed:** 2026-03-16T12:03:32Z
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- **Tasks:** 2
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- **Files modified:** 4
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## Accomplishments
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- ExpenseDonutChart with center total label (formatCurrency), active sector expansion on hover, custom below-chart legend, and dual empty/zero-amount states
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- IncomeBarChart with grouped vertical bars comparing budgeted (muted bg) vs actual (vivid fill), over-budget red accent via Cell conditional fill
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- SpendBarChart with horizontal bars via `layout="vertical"`, per-category vivid fill colors, and over-budget red accent
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- All three charts consume CSS variable tokens through ChartConfig -- zero hardcoded hex values
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## Task Commits
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Each task was committed atomically:
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1. **Task 1: Create ExpenseDonutChart component** - `971c5c7` (feat)
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2. **Task 2: Create IncomeBarChart and SpendBarChart components** - `bb12d01` (feat)
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## Files Created/Modified
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- `src/components/dashboard/charts/ExpenseDonutChart.tsx` - Donut pie chart with center label, active hover, custom legend, empty/zero states
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- `src/components/dashboard/charts/IncomeBarChart.tsx` - Vertical grouped bar chart for income budgeted vs actual
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- `src/components/dashboard/charts/SpendBarChart.tsx` - Horizontal bar chart for category spend budget vs actual
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- `src/components/dashboard/charts/ChartEmptyState.tsx` - Shared muted placeholder for empty chart cards
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## Decisions Made
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- Donut legend placed below the chart rather than to the right, since vertical space is more available in a tight 3-column layout
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- Used `PieSectorDataItem` from `recharts/types/polar/Pie` for type-safe activeShape render function
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- ChartEmptyState created as part of this plan since it was a blocking dependency (Plan 01 not yet executed)
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## Deviations from Plan
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### Auto-fixed Issues
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**1. [Rule 3 - Blocking] Created ChartEmptyState component**
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- **Found during:** Task 1 (ExpenseDonutChart)
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- **Issue:** ChartEmptyState was planned for Plan 02-01 (wave 1 parallel), but Plan 01 has not been executed yet. All three chart components import from `./ChartEmptyState`.
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- **Fix:** Created `src/components/dashboard/charts/ChartEmptyState.tsx` matching the Plan 01 specification (muted placeholder with centered message text)
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- **Files modified:** src/components/dashboard/charts/ChartEmptyState.tsx
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- **Verification:** Build passes, import resolves correctly
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- **Committed in:** 971c5c7 (Task 1 commit)
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---
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**Total deviations:** 1 auto-fixed (1 blocking)
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**Impact on plan:** ChartEmptyState creation was necessary to unblock all chart imports. Follows the exact specification from Plan 01. No scope creep.
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## Issues Encountered
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None
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## User Setup Required
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None - no external service configuration required.
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## Next Phase Readiness
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- All three chart components are ready for integration into the dashboard layout (Plan 03)
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- Charts are fully presentational -- they accept pre-computed data props and will be wired up by the dashboard layout plan
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- ChartEmptyState is available for Plan 01 to skip if it detects the file already exists
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## Self-Check: PASSED
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- ExpenseDonutChart.tsx: FOUND
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- IncomeBarChart.tsx: FOUND
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- SpendBarChart.tsx: FOUND
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- ChartEmptyState.tsx: FOUND
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- Commit 971c5c7: FOUND
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- Commit bb12d01: FOUND
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---
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*Phase: 02-dashboard-charts-and-layout*
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*Completed: 2026-03-16*
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