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SimpleFinanceDash/.planning/STATE.md

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---
gsd_state_version: 1.0
milestone: v1.0
milestone_name: milestone
status: planning
stopped_at: Completed 01-design-token-foundation-01-02-PLAN.md
last_updated: "2026-03-11T20:28:15.679Z"
last_activity: 2026-03-11 — Roadmap created from requirements and research
progress:
total_phases: 4
completed_phases: 1
total_plans: 2
completed_plans: 2
percent: 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 |
## 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
### 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: 2026-03-11T20:19:46.066Z
Stopped at: Completed 01-design-token-foundation-01-02-PLAN.md
Resume file: None