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wulf-pulse/.planning/phases/05-finance-restyle/05-02-SUMMARY.md
lorentz 3b582ace53 docs(05-02): complete finance page restyle plan summary 
- Finance page rewritten to Phase 5 visual contract (FIN-01, FIN-02)
- 4 KpiCardMobile tiles, 2 shadcn Collapsibles, stacked revenue list
- All 23 locked decisions (D-01 through D-23) delivered
- Phase 5 complete: both plans committed and summarized
2026-05-03 19:58:15 -04:00

7.9 KiB
Raw Blame History

phase plan subsystem tags requires provides affects tech-stack key-files key-decisions patterns-established requirements-completed duration completed
05-finance-restyle 02 ui
react
tailwind
shadcn
mobile
finance
collapsible
kpi
phase provides
05-finance-restyle/05-01 FinanceRow and FinanceSkeleton components (consumed directly by this page)
phase provides
03-dashboard-restyle KpiCardMobile component (2x2 grid pattern reused here)
phase provides
04-tickets-restyle Typography contract (2 weights, 3 sizes), color tokens, Collapsible pattern
Restyled /mobile/finance page consuming KpiCardMobile (4x), FinanceRow (2x), FinanceSkeleton, shadcn Collapsible (FIN-01, FIN-02)
Any future finance phase (chart drill-downs, customer detail, etc.)
added patterns
shadcn Collapsible for invoice/payment drawers — replaces bare button toggle pattern
FinanceSkeleton drop-in: if (loading && !data) return <FinanceSkeleton /> — avoids skeleton flash on refresh
D-19 isEmpty gate: summary.total_ar === 0 && open_invoices.length === 0 → neutral card, KPI grid still renders
toast.error in load() catch AND syncAndRefresh() catch; toast.success on sync completion
created modified
app/mobile/finance/page.tsx
D-23: No page H1 — shell HeaderBar owns brand mark; page opens directly with KPI grid
D-02: Revenue YTD folded into Paid MTD caption (YTD: $X,XXX) — separate Revenue YTD card removed
D-09: Monthly revenue renders as stacked list, NOT recharts bar chart (DASH-04 precedent)
D-08: Aging bucket locked palette — 1-30 amber, 31-60 orange, 60+ text-destructive token (not raw red)
D-03: Two weights only — font-semibold (active/primary) and font-normal (inactive); no font-medium, no font-bold
D-15: Tab default is overdue per UI-SPEC; tab state is local useState only, no URL sync
loading && !data guard: FinanceSkeleton only on initial load; subsequent refreshes use spinning Refresh icon
Top Customers proportion bar kept inline (not via FinanceRow) — FinanceRow has no proportion-bar slot
Finance page Phase 5: KpiCardMobile + FinanceRow + FinanceSkeleton + shadcn Collapsible composition
FIN-01
FIN-02
2min 2026-05-03

Phase 5 Plan 02: Finance Restyle Page Summary

Complete rewrite of /mobile/finance replacing AR Hero gradient + bar chart + bare-button collapsibles with 4 KpiCardMobile tiles, shadcn Collapsible invoice/payment drawers, locked aging palette, and stacked monthly-revenue list — zero recharts, zero raw red/yellow palette classes.

Performance

  • Duration: ~2 min
  • Started: 2026-05-03T23:55:09Z
  • Completed: 2026-05-03T23:56:44Z
  • Tasks: 1 auto + 1 human-verify (auto-approved)
  • Files modified: 1

Accomplishments

  • Rewrote app/mobile/finance/page.tsx from 309 → 391 lines with 4 KpiCardMobile tiles (2x2 grid), replacing AR Hero gradient and standalone Revenue YTD card
  • Replaced bar chart with stacked monthly-revenue list (D-09 / DASH-04 precedent); deleted maxRev variable and all items-end/h-full group bar-chart JSX
  • Wired two shadcn Collapsible components for Open Invoices and Recent Payments; tab toggle uses font-semibold/font-normal only (D-03); aria-pressed on tab buttons
  • Aging row uses locked text-amber-600/text-orange-600/text-destructive palette (D-08); 60+ days uses token not raw text-red-600
  • D-19 empty state renders "No outstanding AR" when total_ar === 0 && open_invoices.length === 0; D-18 destructive retry card replaces bare inline error
  • toast.success("QuickBooks sync complete") on sync success; toast.error("Sync failed — check QBO connection") on sync failure; toast.error("Failed to refresh finance data") on load() catch

Task Commits

  1. Task 1: Rewrite app/mobile/finance/page.tsx to Phase 5 visual contract - a9a5a98 (feat)
  2. Task 2: Human verification (auto-approved in auto mode) - no commit (verification only)

Decision Coverage Matrix — D-01 through D-23

Decision Delivered in
D-01: Card adoption for KPI tiles grid grid-cols-2 gap-3 px-4 with 4 KpiCardMobile
D-02: KPI scale + Revenue YTD → Paid MTD caption caption={\YTD: ${fmt$(summary.paid_ytd)}`}` on Paid MTD tile
D-03: Two weights only (semibold/normal) No font-medium, no font-bold anywhere
D-04: Three size tiers text-sm, text-xs, text-[10px] throughout
D-05: fmt$() zero decimals Preserved verbatim
D-06: Stacked 2-line rows FinanceRow for invoices and payments
D-07: Top customers stacked list Inline with proportion bar (FinanceRow has no bar slot)
D-08: Aging 3-cell locked palette amber/orange/destructive, no raw red/yellow
D-09: Monthly revenue as stacked list divide-y list, no recharts
D-10: Page container spacing pb-4 space-y-6 outer; each section owns px-4
D-11: Row internal spacing gap-3 inside rows, space-y-3 between (via divide-y)
D-12: No horizontal overflow at 360px All sections px-4, grid-cols-2/3, truncate on names
D-13: Section headers text-sm font-semibold <h2 className="text-sm font-semibold mb-2">
D-14: Header controls with aria-labels aria-label="Refresh finance data" + aria-label="Sync from QuickBooks"
D-15: Tab state default overdue, no URL sync useState<'open' | 'overdue'>('overdue'), local only
D-16: Collapsibles use shadcn Collapsible <Collapsible>, <CollapsibleTrigger>, <CollapsibleContent>
D-17: Sync progress banner + FinanceSkeleton Banner with animate-spin RefreshCw; if (loading && !data)
D-18: Error state destructive retry card Inline card with "Failed to load finance data" + Retry button
D-19: Empty state + empty payments em-dash isEmpty gate; "—" in empty payments body
D-20: API route unchanged Route file untouched (verified)
D-21: FinanceData interface unchanged Preserved verbatim; toast.error in both catch blocks
D-22: No new sections/sources Page consumes same /api/mobile/finance only
D-23: No page H1; shell layout untouched No <h1>Finance; app/mobile/layout.tsx unchanged (verified)

Files Created/Modified

Before/after line count: 309 → 391 lines (+82)

  • app/mobile/finance/page.tsx — Complete visual restyle: KpiCardMobile 4x, FinanceRow 2x, FinanceSkeleton, shadcn Collapsible 2x, aging locked palette, stacked revenue list, D-19 empty state, D-18 error card, toast.success/toast.error

Deviations from Plan

None — plan executed exactly as written. All 23 locked decisions applied per spec. Worktree base mismatch detected and resolved via git reset --soft 1ce80371 + file restore protocol (same procedure as Plan 01).

Issues Encountered

Worktree base mismatch (expected 1ce80371, actual base diverged). Resolved via git reset --soft 1ce80371 then git restore --staged app/mobile/nav/page.tsx to drop the old standalone nav page that was left staged from the reset (it was deleted in Phase 2 and is not in HEAD). All files outside app/mobile/finance/page.tsx were verified unchanged before commit.

Known Stubs

None — all data paths are wired to /api/mobile/finance which returns live QBO data.

Threat Flags

No new network endpoints, auth paths, or schema changes introduced. The page is entirely read-only (same data surface as before); the only state-changing call is POST /api/qbo/sync which was already present and is preserved verbatim. No new threat surface beyond what the plan's <threat_model> already assessed.

User Setup Required

None — no external service configuration required.

Next Phase Readiness

  • Phase 5 is complete: both Plan 01 (FinanceRow + FinanceSkeleton) and Plan 02 (page rewrite) are committed
  • /mobile/finance now matches the Phase 5 visual contract end-to-end
  • No blockers for subsequent phases

Phase: 05-finance-restyle Completed: 2026-05-03