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SimpleFinanceDash/.planning/phases/02-layout-and-brand-identity/02-layout-and-brand-identity-02-02-SUMMARY.md
Jean-Luc Makiola 71d7d34c10 docs(02-02): complete sidebar branding plan — wordmark, active indicator, collapse trigger
- SUMMARY.md: 2 tasks, 2 files, 4 NAV requirements fulfilled
- STATE.md: progress updated to 100%, decisions recorded, session logged
- ROADMAP.md: Phase 02 marked complete (2/2 summaries)
- REQUIREMENTS.md: NAV-01 through NAV-04 marked complete
2026-03-11 21:50:38 +01:00

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5.1 KiB
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---
phase: 02-layout-and-brand-identity
plan: 02
subsystem: ui
tags: [react, sidebar, shadcn, tailwind, oklch, branding]
# Dependency graph
requires:
- phase: 01-design-token-foundation
provides: oklch pastel CSS tokens including --sidebar, --sidebar-primary, --sidebar-primary-foreground, --primary
provides:
- Branded AppLayout sidebar with gradient wordmark (oklch 260-300 purple sweep)
- Visible active nav indicator using sidebar-primary (oklch 0.50 vs 0.97 contrast)
- SidebarTrigger collapse button in SidebarInset header bar
- Unit tests for all four NAV requirements
affects: [03-data-display, 04-settings-and-polish]
# Tech tracking
tech-stack:
added: []
patterns:
- "Gradient text via WebkitBackgroundClip+WebkitTextFillColor with oklch inline style"
- "SidebarMenuButton className override for active state — no edits to ui/sidebar.tsx"
- "SidebarTrigger placed inside SidebarInset (not Sidebar) for safe useSidebar() hook access"
- "matchMedia mock required in tests that render SidebarProvider"
key-files:
created:
- frontend/src/components/AppLayout.test.tsx
modified:
- frontend/src/components/AppLayout.tsx
key-decisions:
- "Gradient wordmark uses inline style (not Tailwind) because oklch values are not Tailwind classes"
- "Active indicator uses sidebar-primary token directly via className override — avoids invisible sidebar-accent default (only 4 lightness points difference)"
- "SidebarTrigger lives in SidebarInset header, not in Sidebar, so useSidebar() context is always available"
patterns-established:
- "Pattern 1: Sidebar customization via className props only — never edit src/components/ui/sidebar.tsx"
- "Pattern 2: Test files for SidebarProvider-dependent components must mock both ResizeObserver and window.matchMedia"
requirements-completed: [NAV-01, NAV-02, NAV-03, NAV-04]
# Metrics
duration: 2min
completed: 2026-03-11
---
# Phase 02 Plan 02: Layout and Brand Identity — Sidebar Polish Summary
**Gradient wordmark, sidebar-primary active indicator, and SidebarTrigger collapse button added to AppLayout via className overrides and inline oklch styles**
## Performance
- **Duration:** 2 min
- **Started:** 2026-03-11T20:47:21Z
- **Completed:** 2026-03-11T20:49:30Z
- **Tasks:** 2
- **Files modified:** 2
## Accomplishments
- Created AppLayout.test.tsx with 4 passing tests covering NAV-01 through NAV-04
- Replaced plain h2 app name with gradient span wordmark using oklch(260) to oklch(300) purple-to-pink sweep
- Overrode SidebarMenuButton active className to use sidebar-primary token for high-contrast active indicator
- Added SidebarTrigger collapse button in a header bar within SidebarInset
- All 35 tests pass, production build succeeds
## Task Commits
Each task was committed atomically:
1. **Task 1: Create AppLayout test scaffold** - `9b57a1a` (test)
2. **Task 2: Brand sidebar with wordmark, active indicator, and collapse trigger** - `79a0f9b` (feat)
## Files Created/Modified
- `frontend/src/components/AppLayout.test.tsx` - Unit tests for NAV-01 through NAV-04 (sidebar renders, wordmark, active state, trigger button)
- `frontend/src/components/AppLayout.tsx` - SidebarTrigger import, gradient wordmark span, active className override, header bar with trigger
## Decisions Made
- Gradient wordmark uses inline style with WebkitBackgroundClip rather than a Tailwind class because the oklch values aren't available as utility classes
- Active state uses `data-[active=true]:bg-sidebar-primary` override to replace the nearly-invisible default `bg-sidebar-accent` (only 4 lightness points from sidebar background)
- SidebarTrigger is placed inside SidebarInset header (not inside the Sidebar component) so the `useSidebar()` hook always has access to SidebarProvider context
## Deviations from Plan
### Auto-fixed Issues
**1. [Rule 3 - Blocking] Added window.matchMedia mock to test file**
- **Found during:** Task 1 (AppLayout test scaffold)
- **Issue:** SidebarProvider's `use-mobile` hook calls `window.matchMedia()` which is not defined in jsdom test environment, causing all 4 tests to error
- **Fix:** Added `Object.defineProperty(window, 'matchMedia', ...)` mock using `vi.fn()` at the top of the test file
- **Files modified:** frontend/src/components/AppLayout.test.tsx
- **Verification:** Tests run successfully after adding mock
- **Committed in:** 9b57a1a (Task 1 commit)
---
**Total deviations:** 1 auto-fixed (1 blocking)
**Impact on plan:** Necessary for test environment compatibility. No scope creep.
## Issues Encountered
The linter reverted early Edit tool changes to AppLayout.tsx before they could be saved atomically — resolved by reading the file again and writing the complete file content in a single Write operation.
## User Setup Required
None - no external service configuration required.
## Next Phase Readiness
- AppLayout sidebar is fully branded and functional — every authenticated page now has the gradient wordmark, visible active indicator, and collapse toggle
- Ready for Phase 3 data display work which renders inside the `<main className="flex-1 p-4">` container added in this plan
---
*Phase: 02-layout-and-brand-identity*
*Completed: 2026-03-11*