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SimpleFinanceDash/.planning/phases/01-design-token-foundation/01-VERIFICATION.md

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phase, verified, status, score, human_verification
phase verified status score human_verification
01-design-token-foundation 2026-03-11T21:22:00Z human_needed 9/9 automated must-haves verified
test expected why_human
Open http://localhost:5173 after starting the app (bun run dev in frontend + docker compose up db). Check page background has a subtle lavender tint and cards appear pure white floating on it. Visible but subtle lavender wash on page background; card surfaces remain white CSS oklch values render in browser only — programmatic verification cannot confirm perceptual quality of the tint
test expected why_human
Inspect each section header: Bills (blue), Variable Expenses (amber), Debt (rose), Available Balance (violet/saving), FinancialOverview (sky-to-green multi-stop). Compare them to be visually distinct from each other. Each card header has a clearly different pastel gradient color matching its category Cannot verify color appearance or visual distinctiveness programmatically
test expected why_human
Verify FinancialOverview and AvailableBalance look visually dominant compared to other cards (larger title text, more padding). Hero elements appear larger/more prominent; other cards use smaller titles Typography hierarchy is a visual/perceptual judgment
test expected why_human
In AvailableBalance, check the number in the donut center: should be large (text-3xl), green when positive, red when negative. Large bold number, green if available amount > 0, red if negative Color and size rendering requires browser
test expected why_human
In any tracker with data, enter an actual amount exceeding the budget. Verify the actual cell turns amber. For income rows in FinancialOverview, verify positive actual turns green. Amber on over-budget expenses; green on positive income actuals; neutral on budget column throughout Requires live data and visual inspection
test expected why_human
In FinancialOverview, check that each summary row has a subtle background tint matching its category color (income rows greenish, bill rows bluish, etc.). Each row has a visible but gentle category-colored background Inline style backgroundColor rendering requires browser
test expected why_human
Click any actual amount cell in BillsTracker, VariableExpenses, or DebtTracker. Verify it enters edit mode with an input field. Change the value, press Enter — confirm onSave is called (value updates). Click-to-edit works; blur or Enter saves; unchanged value does not trigger a save Interactive behavior requires live browser testing

Phase 01: Design Token Foundation — Verification Report

Phase Goal: Establish design tokens — CSS custom properties, palette.ts module, apply to all dashboard components Verified: 2026-03-11T21:22:00Z Status: human_needed (all automated checks passed; 7 visual/interactive items require browser verification) Re-verification: No — initial verification


Goal Achievement

Observable Truths

# Truth Status Evidence
1 All shadcn CSS variables in :root use pastel oklch values with non-zero chroma (except --card and --popover pure white) VERIFIED :root block confirmed: only --card, --popover, --success-foreground, --warning-foreground have zero-chroma (all intentional per plan locked decisions)
2 palette.ts exports typed color objects for all 7 category types with 3 shades each (light, medium, base) VERIFIED palette.ts lines 18-54: all 7 types present, each with light/medium/base oklch strings; 4 palette test cases pass
3 headerGradient() returns a valid CSSProperties object with a linear-gradient background VERIFIED palette.ts lines 60-65; 4 headerGradient tests pass in vitest
4 amountColorClass() returns text-success / text-warning / text-destructive per locked rules VERIFIED palette.ts lines 90-102; 9 amountColorClass tests pass
5 --success and --warning CSS tokens exist in :root and registered in @theme inline VERIFIED index.css lines 41-44 (tokens), 114-117 (@theme registrations)
6 Card headers on all 6 dashboard components use palette-driven gradients — no hardcoded Tailwind color classes remain VERIFIED All 6 components import from @/lib/palette; grep for from-blue-50, from-amber-50, etc. returns zero results; PASTEL_COLORS removed from AvailableBalance and ExpenseBreakdown
7 FinancialOverview header uses overviewHeaderGradient() VERIFIED FinancialOverview.tsx line 28: style={overviewHeaderGradient()}
8 FinancialOverview and AvailableBalance have hero typography (text-2xl titles, px-6 py-5 padding) VERIFIED AvailableBalance.tsx lines 31-32; FinancialOverview.tsx lines 28-29
9 InlineEditCell.tsx is a shared component replacing three duplicate InlineEditRow functions VERIFIED InlineEditCell.tsx exists (60 lines, substantive); grep for InlineEditRow returns zero results; BillsTracker, VariableExpenses, DebtTracker all import InlineEditCell

Score: 9/9 truths verified (automated)


Required Artifacts

Artifact Expected Status Details
frontend/src/index.css Pastel oklch CSS variables, --success and --warning tokens VERIFIED 138 lines; :root has all pastel tokens; --success, --warning in :root and @theme inline
frontend/src/lib/palette.ts Typed exports: palette, CategoryType, CategoryShades, headerGradient, overviewHeaderGradient, amountColorClass VERIFIED 103 lines; all 6 named exports present
frontend/src/lib/palette.test.ts Unit tests >= 40 lines VERIFIED 138 lines; 20 tests, all passing
frontend/src/test-setup.ts Imports @testing-library/jest-dom VERIFIED Single line: import '@testing-library/jest-dom'
frontend/vite.config.ts test block with jsdom environment VERIFIED test: { environment: 'jsdom', globals: true, setupFiles: [...] }
frontend/src/components/InlineEditCell.tsx Shared inline edit cell, exports InlineEditCell, >= 25 lines VERIFIED 60 lines; displays formatted currency, click-to-edit with Input, saves on blur/Enter, no-op when unchanged
frontend/src/components/InlineEditCell.test.tsx Unit tests >= 30 lines VERIFIED 107 lines; 5 tests, all passing
frontend/src/components/BillsTracker.tsx Contains headerGradient import and usage VERIFIED Line 6: imports headerGradient; line 20: style={headerGradient('bill')}
frontend/src/components/FinancialOverview.tsx Contains overviewHeaderGradient import and usage VERIFIED Line 6: imports overviewHeaderGradient; line 28: style={overviewHeaderGradient()}

From To Via Status Details
frontend/src/index.css frontend/src/lib/palette.ts --chart-1 through --chart-5 synced with palette base colors VERIFIED chart-1=oklch(0.76 0.12 250) matches bill.base; chart-2=oklch(0.80 0.14 85) matches variable_expense.base; chart-3=oklch(0.76 0.13 15) matches debt.base; chart-4=oklch(0.75 0.13 280) matches saving.base; chart-5=oklch(0.76 0.12 320) matches investment.base — all exact matches
frontend/src/lib/palette.ts @/lib/utils amountColorClass returns Tailwind utilities referencing CSS variables (text-success, text-warning, text-destructive) VERIFIED palette.ts returns 'text-success', 'text-warning', 'text-destructive' literals; --color-success and --color-warning registered in @theme inline enabling these as Tailwind utilities
frontend/src/components/BillsTracker.tsx frontend/src/lib/palette.ts import headerGradient and amountColorClass VERIFIED Line 6: import { headerGradient, amountColorClass } from '@/lib/palette'; both used in JSX
frontend/src/components/InlineEditCell.tsx frontend/src/components/BillsTracker.tsx BillsTracker imports and uses InlineEditCell VERIFIED BillsTracker line 7: import { InlineEditCell } from '@/components/InlineEditCell'; used at lines 39-44 replacing former InlineEditRow
frontend/src/components/AvailableBalance.tsx frontend/src/lib/palette.ts Chart Cell fill uses palette[type].base VERIFIED AvailableBalance line 48: fill={palette[entry.categoryType]?.base ?? palette.carryover.base}

Requirements Coverage

Requirement Source Plan Description Status Evidence
DSGN-01 01-01 All shadcn CSS variables use pastel oklch values SATISFIED :root block has non-zero chroma on all tokens except intentional pure whites (--card, --popover); --sidebar, --primary, --muted, --accent all have chroma > 0
DSGN-02 01-01 Semantic category color tokens in single source of truth lib/palette.ts SATISFIED palette.ts is the sole definition of category colors; all 6 dashboard components import from it
DSGN-03 01-02 Dashboard card header gradients unified to single pastel palette family SATISFIED All 6 components use headerGradient() or overviewHeaderGradient() from palette.ts; no hardcoded Tailwind gradient classes remain
DSGN-04 01-02 Typography hierarchy — FinancialOverview and AvailableBalance visually dominant SATISFIED Both use text-2xl font-semibold + px-6 py-5 headers; AvailableBalance center uses text-3xl font-bold
DSGN-05 01-01, 01-02 Consistent positive/negative amount coloring across tables and summaries SATISFIED amountColorClass() wired into all trackers and FinancialOverview; returns text-success (positive income/available), text-warning (over-budget), text-destructive (negative available); budget column stays neutral everywhere
FIX-02 01-02 InlineEditRow extracted into shared component SATISFIED InlineEditCell.tsx exists with tests; grep for InlineEditRow returns zero results in all 3 tracker components

All 6 requirements assigned to Phase 1 are satisfied. No orphaned requirements found (REQUIREMENTS.md traceability table maps all Phase 1 IDs to this phase; no Phase 1 IDs exist in REQUIREMENTS.md that are absent from either plan's requirements field).


Anti-Patterns Found

File Line Pattern Severity Impact
frontend/src/components/InlineEditCell.test.tsx 66 fireEvent.blur(input) mixes with userEvent — causes React act() warning in test output Info Tests still pass; warning is cosmetic. Not a blocker.
frontend/src/components/ExpenseBreakdown.tsx 25 Uses headerGradient('variable_expense') — SUMMARY claims headerGradient('debt') but actual code differs from the plan's specified type Info Plan line 218 specified headerGradient('debt') but code uses variable_expense. SUMMARY at line 103 also incorrectly claims 'debt'. The code choice is arguably more correct semantically (ExpenseBreakdown shows variable expenses). The truth "palette-driven gradients" is still met. No functional regression.

No blockers. No stubs. No placeholder implementations. No raw Tailwind color utilities (text-green-, text-red-, text-amber-) in any dashboard component.


Human Verification Required

The following items require browser testing. The app can be started with:

docker compose up db     # in project root (PostgreSQL)
cd frontend && bun run dev

Then open http://localhost:5173.

1. Page Background Tint

Test: View the dashboard page Expected: Very subtle lavender tint on the page background; card surfaces appear pure white floating on it Why human: CSS oklch perceptual quality cannot be asserted programmatically

2. Category-Specific Card Header Colors

Test: Scroll through all sections and compare card header gradient colors Expected: Bills = blue gradient; Variable Expenses = amber; Debt = rose; Available Balance = violet/lavender; Financial Overview = sky-to-green multi-stop; ExpenseBreakdown = amber (variable_expense palette) Why human: Color appearance and distinctiveness is a visual judgment

3. Hero Visual Hierarchy

Test: Compare FinancialOverview and AvailableBalance card headers to BillsTracker/DebtTracker headers Expected: The two hero cards appear larger and more visually prominent Why human: Typography hierarchy is perceptual

4. Donut Center Amount Coloring

Test: Check the AvailableBalance donut chart center number Expected: Large bold number (text-3xl); green when available > 0, red when negative Why human: Color and size rendering requires browser

5. Amount Coloring in Tables

Test: Enter an actual amount exceeding the budget in BillsTracker. Check income actual amounts in FinancialOverview. Check budget column stays neutral. Expected: Over-budget actual cells show amber; positive income actual shows green; budget column stays default text color Why human: Requires live data interaction

6. FinancialOverview Row Tinting

Test: Look at the rows in the FinancialOverview table Expected: Each category row has a subtle background tint matching its category (income rows greenish, bill rows bluish, etc.) Why human: style={{ backgroundColor }} rendering requires browser

7. InlineEditCell Interaction

Test: Click an actual amount cell in BillsTracker, VariableExpenses, or DebtTracker Expected: Cell enters edit mode showing a number input; changing value and pressing Enter/blur saves; clicking without changing value does NOT trigger a save Why human: Interactive state machine behavior requires live testing


Gaps Summary

No gaps. All automated must-haves are verified. The one noted deviation (ExpenseBreakdown using headerGradient('variable_expense') rather than the plan-specified headerGradient('debt')) is logged as Info severity — the observable truth "palette-driven gradients, no hardcoded colors" is still met, and variable_expense is arguably the more semantically correct gradient for a component showing variable expense breakdown. The SUMMARY.md incorrectly documents 'debt' for this component but the code is functionally correct.


Build and Test Results

  • Vite production build: Zero TypeScript errors (bun run build passes cleanly)
  • Test suite: 25/25 tests passing across 2 test files (palette.test.ts: 20 tests; InlineEditCell.test.tsx: 5 tests)
  • Commits verified: cbf3552, 3f97d07, d5fc10d, 6859b30 (plan 01); bb36aeb, 689c88f, 07041ae, 90a15c2, fddd8d1 (plan 02) — all present in git log

Verified: 2026-03-11T21:22:00Z Verifier: Claude (gsd-verifier)