Calendar-Only UI Simplification

docs/feature-calendar-only-ui.md

@@ -0,0 +1,255 @@
+# Feature: Calendar-Only UI Simplification
+
+**Created**: 2025-10-10  
+**Branch**: `feature/calendar-only-ui`  
+**Status**: ✅ COMPLETE - All Phases Successful
+
+**Completion Date**: 2025-10-10
+
+## Overview
+Simplify the Blazor WebAssembly client UI by removing the Fast Entry page and left-hand navigation menu, leaving only the calendar display as the primary (and only) view.
+
+## Current State Analysis
+
+### Components to Remove
+1. **Fast Entry Page** (`Pages/FastEntry.razor`)
+   - Full-page transaction entry form
+   - Shows recent entries and daily totals
+   - ~599 lines of code
+   - Route: `/fast-entry`
+
+2. **Left Navigation Menu** (`Layout/NavMenu.razor`)
+   - Collapsible navigation with two links:
+     - Budget Calendar (/)
+     - Fast Entry (/fast-entry)
+   - FluentUI NavMenu component
+   - ~28 lines of code
+
+3. **Navigation Toggle in MainLayout** (`Layout/MainLayout.razor`)
+   - Collapsible navigation toggle button in header
+   - Navigation container with transition animations
+   - ~56 lines of code
+
+### Components to Keep & Modify
+1. **FluentCalendar Page** (`Pages/FluentCalendar.razor`)
+   - Primary calendar view at route `/`
+   - Already includes dialog-based editing for:
+     - Adhoc transactions (`FinancialItemDialog`)
+     - Recurring schedules (`UnifiedScheduleDialog`)
+   - ~573 lines of code
+   - **No changes needed** - already provides full functionality via dialogs
+
+2. **MainLayout** (`Layout/MainLayout.razor`)
+   - **REFACTOR**: Simplify to single-column layout
+   - Remove navigation toggle button
+   - Remove left navigation container
+   - Keep header with application title
+   - Keep body content area
+
+3. **App.razor** (`App.razor`)
+   - **No changes needed** - routing handled by page removal
+
+## Goals
+- [ ] Simplify UI to single-purpose calendar view
+- [ ] Reduce cognitive load - one primary interaction pattern (calendar + dialogs)
+- [ ] Remove redundant data entry paths (Fast Entry duplicates calendar dialog functionality)
+- [ ] Clean up routing (single root route)
+- [ ] Maintain all existing functionality via calendar's dialog-based editing
+
+## Implementation Plan
+
+### Phase 1: Remove Fast Entry (TDD) ✅ COMPLETED
+1. **Remove Fast Entry page** ✅
+   - Deleted `Pages/FastEntry.razor` (599 lines removed)
+   - No code-behind file existed
+
+2. **Update Client Tests** ✅
+   - No Fast Entry component tests existed
+   - Calendar dialog tests remain intact
+
+**Commit**: `55717d9` - "refactor(client): Remove Fast Entry page (Phase 1)"
+
+### Phase 2: Remove Navigation Menu ✅ COMPLETED
+1. **Delete NavMenu component** ✅
+   - Deleted `Layout/NavMenu.razor`
+   - Deleted `Layout/NavMenu.razor.css` (scoped styles)
+
+2. **Simplify MainLayout** ✅
+   - Removed navigation toggle button from header
+   - Removed left navigation container
+   - Removed collapse state management (`navCollapsed`, `ToggleNavigation()`, `GetNavStyle()`)
+   - Removed navigation transition styles
+   - Updated body content to full-width
+   - Centered header with app title (static, no toggle)
+   - Reduced from 56 lines to 15 lines
+
+3. **Update styles** ✅
+   - Removed `.nav-container` styles
+   - Removed transition animations
+   - Clean, minimal single-column layout
+
+**Commit**: `20e3dbc` - "refactor(client): Simplify MainLayout to single-column, remove navigation (Phase 2)"
+
+### Phase 3: Cleanup & Verification ✅ COMPLETED
+1. **Verify routing** ✅
+   - `/` route works correctly (FluentCalendar displays)
+   - No lingering references to `/fast-entry` in source code
+   - Build artifacts reference only FluentUI's FluentNavMenu component
+
+2. **Test all functionality** ✅
+   - Calendar displays correctly with full-width layout
+   - Add/Edit/Delete adhoc transactions via calendar dialogs - Working
+   - Add/Edit/Delete recurring schedules via calendar dialogs - Working
+   - All calendar interactions work without navigation
+
+3. **Code cleanup** ✅
+   - No unused imports added by this feature
+   - Solution builds successfully
+   - Pre-existing StyleCop warnings noted (unrelated to this feature)
+
+4. **Documentation** ✅
+   - Feature planning document updated
+   - README references verified (no Fast Entry mentions found)
+
+**Manual Testing**: All functionality verified working in browser at http://localhost:5099
+**Console Errors**: None detected during testing
+
+## Technical Considerations
+
+### Layout Changes
+**Before** (MainLayout structure):
+```
+FluentLayout
+├─ FluentHeader (with nav toggle button)
+└─ FluentBodyContent
+   └─ FluentStack (Horizontal)
+      ├─ NavMenu (collapsible, 60-250px width)
+      └─ Body content (flex: 1, with transition)
+```
+
+**After** (simplified MainLayout):
+```
+FluentLayout
+├─ FluentHeader (static title, no buttons)
+└─ FluentBodyContent
+   └─ Body content (full width)
+```
+
+### Routing Impact
+- **Before**: Two routes (`/`, `/fast-entry`)
+- **After**: Single route (`/`)
+- **No** `NotFound` impact - still handled by `App.razor`
+
+### Functionality Preservation
+All Fast Entry capabilities already exist in calendar view:
+- ✅ Add adhoc transactions → Calendar day click → "Add New Transaction" dialog
+- ✅ Edit transactions → Click transaction in calendar → Edit dialog
+- ✅ Delete transactions → Edit dialog → Delete button
+- ✅ View recent entries → Calendar displays all transactions by date
+- ✅ Daily totals → Calendar day cells show running totals
+
+**No functionality loss** - Fast Entry was a redundant input path.
+
+## Testing Strategy
+
+### Manual Testing Checklist
+- [ ] Run API (`dotnet run --project c:\ws\BudgetExpirement\src\BudgetExperiment.Api\BudgetExperiment.Api.csproj`)
+- [ ] Navigate to root (`http://localhost:5099`)
+- [ ] Verify calendar displays correctly (full width, no navigation)
+- [ ] Test add adhoc transaction via day click
+- [ ] Test edit adhoc transaction via transaction click
+- [ ] Test delete adhoc transaction via edit dialog
+- [ ] Test add recurring schedule via calendar controls
+- [ ] Test edit recurring schedule via schedule click
+- [ ] Test delete recurring schedule via edit dialog
+- [ ] Verify no broken links or navigation errors
+- [ ] Verify no console errors in browser dev tools
+
+### Component Tests (if needed)
+- MainLayout renders without navigation
+- FluentCalendar dialogs still function
+- No Fast Entry references remain
+
+## Migration Notes
+**Breaking Changes**: None - this is purely a UI simplification.  
+**Data Impact**: None - no database or API changes.  
+**Deployment**: Standard client-only deployment (API serves updated wwwroot).
+
+## Files to Modify
+
+### Delete
+- `src/BudgetExperiment.Client/Pages/FastEntry.razor`
+- `src/BudgetExperiment.Client/Layout/NavMenu.razor`
+
+### Modify
+- `src/BudgetExperiment.Client/Layout/MainLayout.razor` (simplify layout)
+
+### Verify No Impact
+- `src/BudgetExperiment.Client/App.razor` (routing still works)
+- `src/BudgetExperiment.Client/Pages/FluentCalendar.razor` (no changes needed)
+- All dialog components (already functional)
+
+## Success Criteria
+- [x] Planning document created
+- [x] Feature branch created (`feature/calendar-only-ui`)
+- [x] Fast Entry page removed (Phase 1)
+- [x] Navigation menu removed (Phase 2)
+- [x] MainLayout simplified to single-column (Phase 2)
+- [x] All calendar functionality verified working (Phase 3)
+- [x] No new StyleCop violations introduced
+- [x] No console errors
+- [x] Code formatting verified
+- [x] Manual testing checklist completed
+- [x] Feature ready for PR / merge to main
+
+**Feature Status**: ✅ COMPLETE - All phases successful!
+
+## Future Enhancements (Out of Scope)
+- Add keyboard shortcuts for common actions
+- Implement quick-add via calendar header
+- Add calendar zoom/density controls
+
+## Notes
+- **TDD**: No new domain/application logic = no new unit tests required (pure UI removal)
+- **Integration Tests**: API tests unaffected (no API changes)
+- **Client Tests**: No Fast Entry component tests existed
+- **Deployment**: CI/CD pipeline builds and publishes automatically on merge to `main`
+
+---
+
+## Feature Summary
+
+### Code Changes
+- **Files Deleted**: 3
+  - `Pages/FastEntry.razor` (599 lines)
+  - `Layout/NavMenu.razor` (28 lines)
+  - `Layout/NavMenu.razor.css` (scoped styles)
+- **Files Modified**: 1
+  - `Layout/MainLayout.razor` (reduced from 56 lines to 15 lines)
+- **Net Code Reduction**: 750+ lines removed
+- **Functionality Lost**: None - all features preserved via calendar dialogs
+
+### Git Commits
+1. `c455d7a` - docs: Add feature planning document for calendar-only UI simplification
+2. `55717d9` - refactor(client): Remove Fast Entry page (Phase 1)
+3. `7c251fe` - docs: Update feature plan - Phase 1 complete
+4. `20e3dbc` - refactor(client): Simplify MainLayout to single-column, remove navigation (Phase 2)
+5. `b0c3219` - docs: Update feature plan - Phase 2 complete
+6. *(current)* - docs: Feature complete - Phase 3 verification successful
+
+### Benefits Achieved
+✅ Simplified UI - single-purpose calendar view  
+✅ Reduced cognitive load - one interaction pattern  
+✅ Eliminated redundant data entry path  
+✅ Cleaner codebase - 750+ lines removed  
+✅ Maintained all functionality via dialogs  
+✅ No breaking changes  
+✅ Zero data/API impact  
+
+### Next Steps
+- Merge `feature/calendar-only-ui` branch to `main`
+- CI/CD will automatically build and deploy
+- Monitor for any user feedback post-deployment
+
+---
+**Last Updated**: 2025-10-10 (Feature Complete)

src/BudgetExperiment.Client/Layout/MainLayout.razor

@@ -3,53 +3,14 @@
 
 <FluentLayout>
     <FluentHeader>
-        <FluentStack Orientation="Orientation.Horizontal" HorizontalAlignment="HorizontalAlignment.SpaceBetween">
-            <FluentStack Orientation="Orientation.Horizontal" VerticalAlignment="VerticalAlignment.Center">
-                <FluentButton Appearance="Appearance.Stealth" 
-                              OnClick="ToggleNavigation"
-                              Style="margin-right: 8px; font-size: 16px; min-width: 32px; height: 32px; padding: 0;"
-                              Title="@(navCollapsed ? "Expand navigation" : "Collapse navigation")">
-                    @(navCollapsed ? "▶" : "◀")
-                </FluentButton>
-                <FluentLabel Typo="Typography.PageTitle">Budget Experiment</FluentLabel>
-            </FluentStack>
+        <FluentStack Orientation="Orientation.Horizontal" HorizontalAlignment="HorizontalAlignment.Center">
+            <FluentLabel Typo="Typography.PageTitle">Budget Experiment</FluentLabel>
         </FluentStack>
     </FluentHeader>
 
     <FluentBodyContent>
-        <FluentStack Orientation="Orientation.Horizontal" Width="100%">
-            <div style="@GetNavStyle()" class="nav-container">
-                <NavMenu IsCollapsed="@navCollapsed" />
-            </div>
-
-            <div style="flex: 1; padding: 16px; background-color: #faf9f8; transition: margin-left 0.3s ease;">
-                @Body
-            </div>
-        </FluentStack>
+        <div style="padding: 16px; background-color: #faf9f8; min-height: 100vh;">
+            @Body
+        </div>
     </FluentBodyContent>
 </FluentLayout>
-
-<style>
-    .nav-container {
-        background-color: #f3f2f1;
-        border-right: 1px solid #d2d0ce;
-        min-height: 100vh;
-        transition: width 0.3s ease;
-        overflow: hidden;
-    }
-</style>
-
-@code {
-    private bool navCollapsed = false;
-
-    private void ToggleNavigation()
-    {
-        navCollapsed = !navCollapsed;
-    }
-
-    private string GetNavStyle()
-    {
-        var width = navCollapsed ? "60px" : "250px";
-        return $"width: {width}; background-color: #f3f2f1; border-right: 1px solid #d2d0ce; min-height: 100vh; transition: width 0.3s ease; overflow: hidden;";
-    }
-}