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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: Phase 4 context gathered
last_updated: "2026-03-17T14:50:31.407Z"
last_activity: 2026-03-16 — Phase 2 complete, transitioned to Phase 3
progress:
total_phases: 4
completed_phases: 3
total_plans: 7
completed_plans: 7
percent: 100
---
# Project State
## Project Reference
See: .planning/PROJECT.md (updated 2026-03-16)
**Core value:** Users can see their full monthly financial picture at a glance — income, spending, and what's left — in a visually rich, easy-to-read dashboard.
**Current focus:** Phase 3 — Collapsible Dashboard Sections
## Current Position
Phase: 3 of 4 (Collapsible Dashboard Sections)
Plan: Not started
Status: Ready to plan
Last activity: 2026-03-16 — Phase 2 complete, transitioned to Phase 3
Progress: [████████████████████] 5/5 plans (100%)
## 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: -
- Trend: -
*Updated after each plan completion*
| Phase 01 P01 | 3min | 2 tasks | 5 files |
| Phase 01 P02 | 2min | 2 tasks | 5 files |
| Phase 02 P02 | 2min | 2 tasks | 4 files |
| Phase 02 P01 | 2min | 2 tasks | 4 files |
| Phase 02-dashboard-charts-and-layout P03 | 3min | 2 tasks | 2 files |
| Phase 03-collapsible-dashboard-sections P01 | 2min | 2 tasks | 8 files |
| Phase 03-collapsible-dashboard-sections P02 | 2min | 1 tasks | 2 files |
## Accumulated Context
### Decisions
Decisions are logged in PROJECT.md Key Decisions table.
Recent decisions affecting current work:
- [Roadmap]: 4-phase structure derived from research — foundation before features, dashboard before other pages, charts before collapsibles
- [Roadmap]: All research flags set to NO — no `/gsd:research-phase` needed before any phase
- [Phase 01]: Applied Recharts v3 initialDimension patch on chart.tsx (shadcn-ui/ui#9892)
- [Phase 01]: Category text colors darkened to oklch ~0.55 for WCAG 4.5:1 contrast; chart fills kept lighter at ~0.65-0.70 (two-tier pattern)
- [Phase 01]: StatCard uses font-bold (upgraded from font-semibold) for stronger KPI visual weight
- [Phase 01]: SummaryStrip accepts t() as prop to stay presentational; DashboardSkeleton mirrors exact grid layout to prevent shift
- [Phase 02]: Donut legend placed below chart for better 3-column layout fit
- [Phase 02]: ChartEmptyState created in Plan 02 as Rule 3 deviation (blocking dep from Plan 01)
- [Phase 02]: MonthNavigator uses Select dropdown for month jump -- consistent with existing form patterns
- [Phase 02]: useMonthParam uses useSearchParams callback form to preserve other URL params
- [Phase 02-03]: useMemo hooks declared before early returns (Rules of Hooks compliance)
- [Phase 02-03]: QuickAdd button placed below chart grid (SummaryStrip -> charts -> QuickAdd ordering)
- [Phase 02-03]: Chart grid uses md:grid-cols-2 lg:grid-cols-3 responsive breakpoints
- [Phase 03-collapsible-dashboard-sections]: CategorySection uses controlled open/onOpenChange pattern — Plan 02 will own open state in DashboardContent
- [Phase 03-collapsible-dashboard-sections]: Direction-aware diff: spending types (bill, variable_expense, debt) over when actual > budgeted; income/saving/investment over when actual < budgeted
- [Phase 03-collapsible-dashboard-sections]: CollapsibleContent wired to CSS keyframes via data-[state=open]:animate-collapsible-open Tailwind variant
- [Phase 03-collapsible-dashboard-sections]: key prop state reset over useEffect: keying DashboardContent by budgetId causes full remount on month change, cleanly resetting openSections without violating react-hooks linter rules
### Pending Todos
None yet.
### Blockers/Concerns
- ⚠️ [Phase 02-03] 6 pre-existing lint errors in unrelated files (MonthNavigator.tsx, badge.tsx, button.tsx, sidebar.tsx, useBudgets.ts) — not caused by Phase 2 changes but may affect Phase 3 CI
## Session Continuity
Last session: 2026-03-17T14:50:31.405Z
Stopped at: Phase 4 context gathered
Resume file: .planning/phases/04-full-app-design-consistency/04-CONTEXT.md