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 03-03-PLAN.md	2026-03-11T21:41:42.367Z	2026-03-11 — Roadmap created from requirements and research	total_phases completed_phases total_plans completed_plans percent 4 3 8 8 0

Project State

Project Reference

See: .planning/PROJECT.md (updated 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. The UI IS the product. Current focus: Phase 1 — Design Token Foundation

Current Position

Phase: 1 of 4 (Design Token Foundation) Plan: 0 of TBD in current phase Status: Ready to plan Last activity: 2026-03-11 — Roadmap created from requirements and research

Progress: [░░░░░░░░░░] 0%

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: none yet
• Trend: -

Updated after each plan completion | Phase 01-design-token-foundation P01 | 4 | 3 tasks | 6 files | | Phase 01-design-token-foundation P02 | 60 | 3 tasks | 8 files | | Phase 02-layout-and-brand-identity P01 | 8 | 2 tasks | 5 files | | Phase 02-layout-and-brand-identity P02 | 2 | 2 tasks | 2 files | | Phase 03-interaction-quality-and-completeness P00 | 5 | 1 tasks | 4 files | | Phase 03-interaction-quality-and-completeness P01 | 2m | 2 tasks | 5 files | | Phase 03-interaction-quality-and-completeness P02 | 5 | 2 tasks | 3 files | | Phase 03-interaction-quality-and-completeness P03 | 5 | 2 tasks | 4 files |

Accumulated Context

Decisions

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

• [Init]: Customize shadcn via CSS variables only — never edit src/components/ui/ source files directly
• [Init]: lib/palette.ts as single source of truth for all category-to-color mappings — no hex values in component files
• [Init]: Extract InlineEditCell.tsx at start of Phase 1 before any visual work touches the three duplicated components
• [Phase 01-design-token-foundation]: oklch pastel tokens replace zero-chroma neutrals in :root; --card/--popover remain pure white (locked)
• [Phase 01-design-token-foundation]: --success and --warning semantic tokens added to :root and @theme inline; chart tokens synced with palette.ts base colors
• [Phase 01-design-token-foundation]: palette.ts is single source of truth for 7 category types x 3 shades; amountColorClass returns text-success/text-warning/text-destructive
• [Phase 01-design-token-foundation]: InlineEditCell wraps TableCell internally — callers own row structure, component owns display/edit state
• [Phase 01-design-token-foundation]: amountColorClass() is the only allowed way to color amount cells — raw text-green/text-red classes banned in dashboard components
• [Phase 01-design-token-foundation]: Chart Cell fills use palette[type].base keyed by categoryType — charts and card headers share the same color token
• [Phase 02-layout-and-brand-identity]: Gradient background uses palette.saving/bill/investment light shades at 135deg for subtle tinted-paper feel on auth screens
• [Phase 02-layout-and-brand-identity]: Alert destructive replaces plain error

  — semantic role=alert improves a11y and enables test assertions

• [Phase 02-layout-and-brand-identity]: Gradient wordmark uses inline oklch style, active state overrides sidebar-primary, SidebarTrigger in SidebarInset header
• [Phase 03-interaction-quality-and-completeness]: onSaveSuccess/onSaveError are optional callbacks — callers opt in to row-flash behavior in downstream plans
• [Phase 03-interaction-quality-and-completeness]: Budget Edit spinner deferred — no BudgetEdit form component exists in codebase yet
• [Phase 03-interaction-quality-and-completeness]: Mock useBudgets hook in DashboardPage tests to control loading state directly
• [Phase 03-interaction-quality-and-completeness]: BillsTracker renders a full Card component — tests render it standalone, not inside a
• [Phase 03-interaction-quality-and-completeness]: EmptyState is a shared component with all content as props — icon, heading, subtext, and optional CTA
• [Phase 03-interaction-quality-and-completeness]: Delete dialog does not auto-close on error — user must read ON DELETE RESTRICT message before dismissing
• [Phase 03-interaction-quality-and-completeness]: CategoriesPage loading state initialized true, set false in finally block to prevent empty-state flash
• [Phase 03-interaction-quality-and-completeness]: triggerFlash uses two separate state vars (flashRowId/errorRowId) for flash feedback — no race conditions between success and error states
• [Phase 03-interaction-quality-and-completeness]: Empty tracker sections show tinted skeleton card (not null) — section always visible with palette-tinted placeholders when no items exist

Pending Todos

None yet.

Blockers/Concerns

• [Phase 4]: Confirm preferred_locale field is available on the settings API response before implementing FIX-01
• [Phase 3]: Verify backend delete cascade behavior for categories with associated budget items before writing confirmation dialog copy

Session Continuity

Last session: 2026-03-11T21:37:48.889Z Stopped at: Completed 03-03-PLAN.md Resume file: None