16 KiB
| phase | verified | status | score | human_verification | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 05-finance-restyle | 2026-05-04T00:00:24Z | passed | 8/8 must-haves verified |
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Phase 5: Finance Restyle Verification Report
Phase Goal: A manager reading AR / invoice / payment status on a phone sees properly spaced cards and stacked lists instead of squished wide tables — same data, new shell. Verified: 2026-05-04T00:00:24Z Status: human_needed Re-verification: No — initial verification
Goal Achievement
Observable Truths
| # | Truth | Status | Evidence |
|---|---|---|---|
| 1 | 2-line stacked FinanceRow component rendered by both invoice rows and payment rows | ✓ VERIFIED | FinanceRow.tsx exists, exports FinanceRow + FinanceRowProps; <FinanceRow> used 2x in page.tsx (invoices + payments collapsibles) |
| 2 | FinanceSkeleton renders 4 KPI tile skeletons + 1 aging row + 2x 3-row list skeletons | ✓ VERIFIED | FinanceSkeleton.tsx confirmed: grid-cols-2 (4x h-20), grid-cols-3 (3x h-16), 2 sets of 3 h-4 row skeletons via local const |
| 3 | /mobile/finance opens directly to 4 KPI tiles (2x2 grid) using KpiCardMobile — no Finance H1 |
✓ VERIFIED | 8 <KpiCardMobile usages (4 in normal branch + 4 in isEmpty branch); no <h1 with Finance text; tone="attention" on Overdue tile |
| 4 | Overdue Aging renders as 3-cell row with locked semantic colors — visible only when overdue_balance > 0 | ✓ VERIFIED | text-amber-600, text-orange-600, text-destructive present; gated on summary.overdue_balance > 0 |
| 5 | Open Invoices and Recent Payments use shadcn Collapsible with FinanceRow rows in 2-line stacked layout | ✓ VERIFIED | <Collapsible>, <CollapsibleTrigger>, <CollapsibleContent> present; <FinanceRow used in both sections |
| 6 | Monthly revenue as stacked list (no chart) | ✓ VERIFIED | No recharts import; no items-end/h-full group bar-chart remnants; divide-y list with month/revenue/count rows |
| 7 | Initial load shows FinanceSkeleton; failure shows destructive retry card; sync fires toast.success/toast.error | ✓ VERIFIED | if (loading && !data) return <FinanceSkeleton />; destructive retry card with "Failed to load finance data" + Retry button; toast.success("QuickBooks sync complete") and toast.error(...) both present |
| 8 | Empty state renders when total_ar === 0 AND open_invoices.length === 0 | ✓ VERIFIED | isEmpty computed; renders "No outstanding AR" card; KPI grid still renders in isEmpty branch |
Score: 8/8 truths verified
Required Artifacts
| Artifact | Expected | Status | Details |
|---|---|---|---|
components/mobile/FinanceRow.tsx |
Reusable 2-line stacked row (D-06) | ✓ VERIFIED | Exists; exports FinanceRowProps interface + FinanceRow function; px-4 py-3, hover:bg-muted/50, text-sm font-semibold line 1, text-xs text-muted-foreground line 2; amountTone supports destructive/positive/default; no priority stripe; no interactive handlers |
components/mobile/FinanceSkeleton.tsx |
Initial-load skeleton matching final layout (D-17) | ✓ VERIFIED | Exists; no-prop export; imports Skeleton from @/components/ui/skeleton (not Card); outer px-4 py-4 space-y-6; grid-cols-2 gap-3 with h-20; grid-cols-3 gap-2 with h-16; two 3-row list blocks with h-4 |
app/mobile/finance/page.tsx |
Restyled mobile Finance page (FIN-01, FIN-02) | ✓ VERIFIED | Rewrote 309→391 lines; all 4 key imports present; KpiCardMobile (8x across both branches), FinanceRow (2x), FinanceSkeleton, Collapsible; no recharts; no raw red/yellow/green palette; no font-medium/font-bold; all locked decisions applied |
Key Link Verification
| From | To | Via | Status | Details |
|---|---|---|---|---|
app/mobile/finance/page.tsx |
components/mobile/KpiCardMobile.tsx |
import { KpiCardMobile } |
✓ WIRED | Import + 8 JSX usages confirmed |
app/mobile/finance/page.tsx |
components/mobile/FinanceRow.tsx |
import { FinanceRow } |
✓ WIRED | Import + 2 JSX usages (invoices + payments lists) |
app/mobile/finance/page.tsx |
components/mobile/FinanceSkeleton.tsx |
import { FinanceSkeleton } |
✓ WIRED | Import + usage in if (loading && !data) branch |
app/mobile/finance/page.tsx |
components/ui/collapsible.tsx |
import { Collapsible, CollapsibleTrigger, CollapsibleContent } |
✓ WIRED | Import + 2 Collapsible sections (invoices + payments) |
app/mobile/finance/page.tsx |
/api/mobile/finance |
fetch('/api/mobile/finance') in load() |
✓ WIRED | Fetch present; setData(await r.json()) wires response to state |
components/mobile/FinanceSkeleton.tsx |
components/ui/skeleton.tsx |
import { Skeleton } |
✓ WIRED | Import confirmed; Skeleton used for all placeholder shapes |
Data-Flow Trace (Level 4)
| Artifact | Data Variable | Source | Produces Real Data | Status |
|---|---|---|---|---|
app/mobile/finance/page.tsx |
data (FinanceData) |
fetch('/api/mobile/finance') → setData(await r.json()) |
Yes — API route runs 6 parallel postgresClient.query() calls against qbo_invoices, qbo_payments |
✓ FLOWING |
app/api/mobile/finance/route.ts |
DB queries | postgresClient.query(...) x6 |
Yes — SUM/COUNT aggregates from qbo_invoices, JOIN with qbo_payments, returns parsed numeric values |
✓ FLOWING |
Behavioral Spot-Checks
Step 7b SKIPPED for visual UI components — output is rendered DOM, not testable via CLI without a running server and browser.
Requirements Coverage
| Requirement | Source Plan | Description | Status | Evidence |
|---|---|---|---|---|
| FIN-01 | 05-01, 05-02 | Page restyled with new Card and typography scale; spacing fixed for small phones | ✓ SATISFIED | KpiCardMobile 2x2 grid adopted; text-sm/text-xs/text-[10px] typography scale; px-4 sections; truncate on names; overflow-hidden on containers; no raw color palette violations |
| FIN-02 | 05-01, 05-02 | Wide tables replaced with stacked lists; no new data, no new sections | ✓ SATISFIED | FinanceRow stacked rows (not <table>); Top Customers stacked list with proportion bar; Monthly Revenue divide-y list; no new API routes; no new data sources; same FinanceData interface |
Anti-Patterns Found
| File | Line | Pattern | Severity | Impact |
|---|---|---|---|---|
components/mobile/KpiCardMobile.tsx |
34 | font-bold on KPI value <p> |
ℹ️ Info | Pre-existing Phase 3 component — NOT modified in Phase 5. D-03 constraint applies to Phase 5 new/modified files. KpiCardMobile was explicitly locked as "reuse, do not modify" (D-01). No action required. |
No blockers found. The single informational note is a pre-existing Phase 3 pattern outside Phase 5 scope.
Locked Decisions Coverage (D-01 through D-23)
| Decision | Honored | Evidence |
|---|---|---|
| D-01: Card adoption for KPI tiles | ✓ | 4 KpiCardMobile tiles in 2x2 grid |
| D-02: KPI scale + Revenue YTD → Paid MTD caption | ✓ | caption={\YTD: ${fmt$(summary.paid_ytd)}`}` |
| D-03: Two font weights only (semibold/normal) | ✓ | No font-medium, no font-bold in page.tsx, FinanceRow.tsx, FinanceSkeleton.tsx |
| D-04: Three size tiers | ✓ | text-sm, text-xs, text-[10px] throughout |
| D-05: fmt$() zero decimals | ✓ | maximumFractionDigits: 0 preserved verbatim |
| D-06: Stacked 2-line rows via FinanceRow | ✓ | FinanceRow used for invoices + payments |
| D-07: Top customers stacked list | ✓ | Inline stacked list with proportion bar |
| D-08: Aging 3-cell locked palette | ✓ | amber-600, orange-600, text-destructive; no raw red/yellow |
| D-09: Monthly revenue as stacked list | ✓ | divide-y list; no recharts import |
| D-10: Page container spacing | ✓ | pb-4 space-y-6 outer; each section owns px-4 |
| D-11: Row internal spacing | ✓ | gap-3/gap-2 in grids, divide-y between rows |
| D-12: No overflow at 360px | ? | Requires human verification |
| D-13: Section headers text-sm font-semibold | ✓ | <h2 className="text-sm font-semibold mb-2"> on all section headers |
| D-14: Header controls with aria-labels | ✓ | aria-label="Refresh finance data" + aria-label="Sync from QuickBooks" |
| D-15: Tab default overdue, no URL sync | ✓ | useState<'open' | 'overdue'>('overdue'); no URL interaction |
| D-16: Collapsibles use shadcn Collapsible | ✓ | <Collapsible>, <CollapsibleTrigger>, <CollapsibleContent> for both sections |
| D-17: Sync progress banner + FinanceSkeleton | ✓ | if (loading && !data) return <FinanceSkeleton />; syncMsg banner with animate-spin |
| D-18: Error state destructive retry card | ✓ | Destructive-tinted card with "Failed to load finance data" + Retry button |
| D-19: Empty state + empty payments em-dash | ✓ | isEmpty gate renders "No outstanding AR"; "—" in empty payments body |
| D-20: API route unchanged | ✓ | git diff --name-only HEAD app/api/mobile/finance/route.ts returns 0 lines |
| D-21: FinanceData interface unchanged | ✓ | Interface preserved verbatim; toast.error in load() + syncAndRefresh() catch blocks |
| D-22: No new sections/sources | ✓ | Only fetch('/api/mobile/finance') and fetch('/api/qbo/sync') (pre-existing) |
| D-23: No page H1; layout.tsx untouched | ✓ | No <h1>Finance; git diff --name-only HEAD app/mobile/layout.tsx returns 0 lines |
Regression Checks
| Check | Status | Evidence |
|---|---|---|
app/mobile/nav/ does NOT exist |
✓ PASS | ls app/mobile/nav/ returns error (directory absent) |
| CLAUDE.md ~499 lines | ✓ PASS | wc -l CLAUDE.md returns 499 |
| Phase 1-4 components intact | ✓ PASS | BottomNav, HeaderBar, MoreDrawer, NeedsAttentionStrip, TicketFilterStrip, TicketRowSkeleton, WorkerStatusRow all present |
app/mobile/layout.tsx unchanged |
✓ PASS | 0 lines in git diff --name-only HEAD app/mobile/layout.tsx |
components/mobile/KpiCardMobile.tsx unchanged |
✓ PASS | Last commit on KpiCardMobile is Phase 4 restore (9658640) |
Human Verification Required
The following items require a running browser at phone-width viewport to verify. All automated checks pass; these represent the visual/interactive contract that cannot be confirmed statically.
1. Skeleton loading state visual
Test: Load /mobile/finance on a slow connection or with DB delayed.
Expected: FinanceSkeleton renders — 2x2 KPI tiles + 3-cell aging row + two 3-row list blocks. No flash of unstyled content.
Why human: Skeleton render timing and visual shape require browser observation.
2. KPI grid appearance
Test: View the 4 KPI tiles on an iPhone 15 Pro (393px) and 360px width.
Expected: 2x2 grid; Overdue tile has red left border (border-l-destructive); all amounts integer-formatted (no decimals); Paid MTD caption shows "YTD: $X,XXX".
Why human: Card border color, grid layout, and caption formatting require viewport.
3. No horizontal overflow at 360px
Test: Drag DevTools to 360px width. Scroll through all sections. Expected: All sections fit within viewport — aging 3-column grid, customer names truncate, list rows wrap. Why human: Overflow detection at exact 360px requires DevTools.
4. Open Invoices Collapsible interaction
Test: Tap the Open Invoices collapsible header to open. Toggle between Overdue and Current tabs. Expected: Collapsible opens/closes; tabs filter the list in place without refetch; overdue amounts render in red (text-destructive); tab line-indicator animates. Why human: Interaction flow and color rendering require browser.
5. Recent Payments Collapsible + empty state
Test: Tap the Recent Payments collapsible. Expected: Opens to list of payments with amounts in emerald-600 (green). If no payments, shows "—" row. Why human: emerald-600 vs other greens requires visual confirmation.
6. Monthly Revenue — no chart
Test: Scroll to Monthly Revenue section. Expected: Plain stacked list rows (month / revenue / count). No bars, no chart elements. Why human: Absence of chart bars vs border-bottom dividers requires visual scan.
7. Sync flow + toast messages
Test: Tap "Sync QBO" button. Expected: Banner shows progression ("Starting sync…" → "Syncing with QuickBooks…" → "Refreshing data…"). On success: sonner toast "QuickBooks sync complete". Break connection, retry: toast "Sync failed — check QBO connection". Why human: Live sync interaction requires running app + network manipulation.
8. Bottom nav Finance active tab
Test: Navigate to /mobile/finance.
Expected: Finance (DollarSign) icon in bottom nav uses text-primary; other tabs use text-muted-foreground.
Why human: Active routing state and color rendering require browser.
Gaps Summary
No gaps found. All 8 observable truths verified, all artifacts exist and are substantive, all key links are wired, data flows from DB through API to rendered components. The phase goal — "properly spaced cards and stacked lists instead of squished wide tables" — is fully implemented.
The 10 human verification items above are residual interactive/visual checks that cannot be confirmed statically. They do not indicate missing implementation but rather runtime behaviors that require a browser to confirm.
Verified: 2026-05-04T00:00:24Z Verifier: Claude (gsd-verifier)