Dashboard Refactor (#5)

# Dashboard Refactor

## Overview

This merge request performs a major cleanup and architectural refactor of the dashboard component system.

The primary goals were:

* Consolidate dashboard state handling
* Standardize component contracts
* Remove duplicated transaction aggregation logic
* Simplify theming
* Eliminate unnecessary wrapper/view layers
* Improve maintainability and type safety

---

# Major Changes

## Dashboard Architecture Refactor

### Consolidated State API

Introduced a centralized `DashboardStateSetters` interface:

```ts
export interface DashboardStateSetters {
  setSelectedPeriodId: (id: DashboardSelectedPeriodId) => void;
  setSelectedGroupKey: (groupKey: GroupKey | null) => void;
  toggleFlow: () => void;
  togglePeriodType: () => void;
  toggleComparison: () => void;
}
```

This removes scattered prop drilling and standardizes dashboard interaction handling.

---

### Introduced Shared `ComponentProps`

All dashboard widgets now consume a unified contract:

```ts
export interface ComponentProps extends DashboardSection {
  reportData: ReportData;

  state: DashboardState;
  stateSetters: DashboardStateSetters;
  isFetching: boolean;

  colorScheme: {
    primary: string;
    light: string;
    text: string;
  };
}
```

Benefits:

* Consistent widget APIs
* Reduced repetitive prop definitions
* Easier extensibility
* Cleaner component composition

---

### Removed `Dashboard.view.tsx`

The view/container split was removed.

Dashboard rendering now lives directly inside:

```ts
Dashboard.tsx
```

Benefits:

* Reduced indirection
* Easier navigation
* Lower cognitive overhead
* Simpler state flow

---

## Dashboard Config Cleanup

Removed legacy `style.size` configuration from dashboard sections.

Before:

```ts
style: {
  size: 12,
}
```

Now:

```ts
{
  id: "items",
  title: "Recent Transactions",
  component: LatestItems,
}
```

This simplifies section configuration and removes unnecessary abstraction.

---

# Shared Transaction Utilities

## Added `extractFilteredTransactions`

Created a reusable transaction extraction helper:

```ts
extractFilteredTransactions(
  reportData,
  selectedPeriodId,
  selectedGroupKey
)
```

This centralizes:

* Period resolution
* Group filtering
* Tag filtering
* Payee filtering

Previously duplicated across:

* LatestItems
* TopTags
* TopPayees

---

## Added `aggregateTransactions`

Created a reusable aggregation utility:

```ts
aggregateTransactions(
  transactions,
  keyExtractor,
  limit
)
```

Benefits:

* Removes repeated Map aggregation logic
* Standardizes sorting and totals
* Simplifies adapters significantly

---

# HistoryChart Refactor

## Split Models vs Props

Separated:

* data models
* component props
* view props

into dedicated files.

New:

```txt
HistoryChart.models.ts
HistoryChart.props.ts
```

Benefits:

* Cleaner typing boundaries
* Better maintainability
* Reduced coupling

---

## Migrated to Shared Dashboard State

HistoryChart now consumes:

```ts
state
stateSetters
```

instead of individual props.

This aligns it with the new dashboard architecture.

---

# LatestItems Refactor

## Simplified Component Contract

Removed duplicated props:

* flow
* header
* accentColor
* selectedPeriodId
* selectedGroupKey

Now inherited from shared `ComponentProps`.

---

## Added Auto Reset on Flow Change

```ts
React.useEffect(() => {
  setVisibleCount(5);
}, [flow]);
```

Improves UX when switching inflow/outflow views.

---

# ProgressCard Refactor

## Removed `ProgressCard.tsx`

Deleted unnecessary wrapper component.

Rendering logic now lives directly in:

```txt
ProgressCard.view.tsx
```

---

## Introduced `ProgressCard.props.ts`

Separated props into dedicated interfaces:

```ts
ProgressCardProps
ProgressCardViewProps
```

---

## Reworked Styling System

Removed dependency on:

```ts
colorTheme
```

Now fully driven by:

```ts
colorScheme
```

Benefits:

* Consistent dashboard-wide theming
* Better dark mode behavior
* Reduced MUI palette coupling

---

## Improved Visual Consistency

Updated:

* borders
* shadows
* progress bar styling
* dark mode surfaces
* selection state styling

to use standardized dashboard colors.

---

# TopTags & TopPayees Refactor

## Removed Duplicated Aggregation Logic

Both adapters now use:

```ts
extractFilteredTransactions()
aggregateTransactions()
```

instead of maintaining separate filtering/aggregation implementations.

Benefits:

* Less code duplication
* Consistent behavior
* Easier future maintenance

---

## Migrated to Shared Component Props

Both components now consume:

```ts
ComponentProps
```

via:

```ts
ProgressCardProps
```

This aligns all dashboard widgets under the same architecture.

---

# Theme System Cleanup

## Consolidated AppTheme

Moved to:

```txt
src/shared-theme/AppTheme.tsx
```

and removed unused duplicate implementations.

---

## Added Explicit Color Mode Context

Introduced:

```ts
ColorModeContext
```

with:

* `mode`
* `setMode`
* `toggleColorMode`

This provides a cleaner foundation for future theme controls.

---

## Simplified Theme Creation

Replaced older MUI experimental color scheme setup with:

```ts
getDesignTokens(mode)
```

Benefits:

* Easier to reason about
* Cleaner light/dark handling
* Less framework complexity

---

## Added Global CssBaseline

```tsx
<CssBaseline />
```

is now applied centrally inside `AppTheme`.

---

# Type Safety Improvements

## Removed Optional Fields Where Invalid

Several previously optional fields are now required:

```ts
title: string
background: string
text: string
isFetching: boolean
style.palette
```

Benefits:

* Stronger guarantees
* Fewer runtime fallbacks
* Simpler rendering logic

---

# Cleanup Summary

## Removed

* `Dashboard.view.tsx`
* `ProgressCard.tsx`
* legacy prop duplication
* repeated transaction extraction logic
* repeated aggregation logic
* unused style configuration
* legacy theme configuration complexity

---

## Added

* centralized dashboard state setters
* reusable transaction helpers
* reusable aggregation helper
* unified component props
* dedicated prop definition files
* explicit color mode context
* consolidated theme provider

---

# Result

The dashboard system is now:

* significantly more maintainable
* easier to extend
* more type-safe
* less repetitive
* more consistent across widgets
* cleaner in terms of state ownership
* simpler to theme and customize

Reviewed-on: #5
Co-authored-by: Vishesh 'ironeagle' Bangotra <aetoskia@gmail.com>
Co-committed-by: Vishesh 'ironeagle' Bangotra <aetoskia@gmail.com>

src/components/Dashboard/Dashboard.models.ts

@@ -16,23 +16,26 @@ export interface DashboardState {
   comparison: boolean;
 }
 
+export interface DashboardStateSetters {
+  setSelectedPeriodId: (id: DashboardSelectedPeriodId) => void;
+  setSelectedGroupKey: (groupKey: GroupKey | null) => void;
+  toggleFlow: () => void;
+  togglePeriodType: () => void;
+  toggleComparison: () => void;
+}
+
 export interface DashboardSection {
   id: string;
-  title?: string;
+  title: string;
-  summary?: string;
   component: React.ComponentType<any>;
+  summary?: string;
   settings?: Record<string, any>;
-  isList?: boolean;
-  style?: {
-    size?: number;
-    [key: string]: any;
-  };
 }
 
 export interface ColorDefinition {
   primary: string;
-  background?: string;
+  background: string;
-  text?: string;
+  text: string;
 }
 
 export interface ThemeAwarePalette {
@@ -42,14 +45,29 @@ export interface ThemeAwarePalette {
 
 export interface DashboardConfig {
   sections: DashboardSection[];
-  style?: {
+  style: {
-    palette?: Record<DashboardFlow, ThemeAwarePalette>;
+    palette: Record<DashboardFlow, ThemeAwarePalette>;
   };
 }
 
 export interface DashboardProps {
   config: DashboardConfig;
   data: ReportData;
-  isFetching?: boolean;
+  isFetching: boolean;
   onFlowChange?: (state: DashboardState) => void;
 }
+
+
+export interface ComponentProps extends DashboardSection {
+  reportData: ReportData;
+
+  state: DashboardState;
+  stateSetters: DashboardStateSetters;
+  isFetching: boolean;
+
+  colorScheme: {
+    primary: string;
+    light: string;
+    text: string;
+  };
+}

src/components/Dashboard/Dashboard.tsx

@@ -1,8 +1,24 @@
 import * as React from "react";
-import DashboardView from "./Dashboard.view";
+import {
-import { DashboardProps, DashboardState } from "./Dashboard.models";
+  Box,
+  Container,
+  Grid,
+  ToggleButton,
+  ToggleButtonGroup,
+  Button
+} from "@mui/material";
+import { useTheme, alpha } from "@mui/material/styles";
+import { DashboardProps, DashboardState, DashboardStateSetters, DashboardFlow } from "./Dashboard.models";
+
+export default function Dashboard({
+  config,
+  data,
+  isFetching,
+  onFlowChange,
+}: DashboardProps) {
+  const theme = useTheme();
+  const themeMode = theme.palette.mode;
 
-export default function Dashboard(props: DashboardProps) {
   const [state, setState] = React.useState<DashboardState>({
     flow: "outflows",
     periodType: "rolling",
@@ -11,22 +27,38 @@ export default function Dashboard(props: DashboardProps) {
     comparison: false,
   });
 
-  const toggleFlow = (
+  const toggleFlow = () => {
-    event: React.MouseEvent<HTMLElement>,
-    newFlow: "outflows" | "inflows" | null
-  ) => {
-    if (newFlow === null) return;
-
     setState(prev => {
-      if (prev.flow === newFlow) return prev;
+      const nextFlow: DashboardFlow = prev.flow === "outflows" ? "inflows" : "outflows";
-
+      const nextState: DashboardState = {
-      const next = { ...prev, flow: newFlow };
+        ...prev,
-      props.onFlowChange?.(next);
+        flow: nextFlow,
-
+        selectedGroupKey: null,
-      return next;
+        selectedPeriodId: null,
+      };
+      onFlowChange?.(nextState);
+      return nextState;
     });
   };
 
+  const handleFlowChange = (
+    _event: React.MouseEvent<HTMLElement>,
+    newFlow: DashboardFlow | null
+  ) => {
+    if (newFlow !== null && newFlow !== state.flow) {
+      setState(prev => {
+        const nextState: DashboardState = {
+          ...prev,
+          flow: newFlow,
+          selectedGroupKey: null,
+          selectedPeriodId: null,
+        };
+        onFlowChange?.(nextState);
+        return nextState;
+      });
+    }
+  };
+
   const togglePeriodType = () => {
     setState(prev => ({
       ...prev,
@@ -49,16 +81,122 @@ export default function Dashboard(props: DashboardProps) {
     setState(prev => ({ ...prev, selectedGroupKey: groupKey }));
   };
 
+  const stateSetters: DashboardStateSetters = {
+    togglePeriodType,
+    toggleComparison,
+    toggleFlow,
+    setSelectedPeriodId,
+    setSelectedGroupKey,
+  };
+
+  const { flow, selectedGroupKey } = state;
+
+  const colors = React.useMemo(() => {
+    const palette = config.style.palette[flow];
+    const modeColors = palette[themeMode];
+
+    return {
+      primary: modeColors.primary,
+      light: modeColors.background || alpha(modeColors.primary, 0.1),
+      text:
+        modeColors.text ||
+        (themeMode === "light" ? theme.palette.text.primary : "#fff"),
+    };
+
+    // if (modeColors) {
+    //   return {
+    //     primary: modeColors.primary,
+    //     light: modeColors.background || alpha(modeColors.primary, 0.1),
+    //     text:
+    //       modeColors.text ||
+    //       (themeMode === "light" ? theme.palette.text.primary : "#fff"),
+    //   };
+    // }
+    //
+    // const themeColor =
+    //   flow === "outflows" ? theme.palette.error : theme.palette.success;
+    //
+    // return {
+    //   primary: themeColor.main,
+    //   light: alpha(themeColor.main, themeMode === "light" ? 0.08 : 0.15),
+    //   text: themeColor.main,
+    // };
+  }, [config.style?.palette, flow, themeMode, theme.palette]);
+
   return (
-    <DashboardView
+    <Container
-      {...props}
+      sx={{
-      state={state}
+        mt: 4,
-      setState={setState}
+        mb: 4,
-      toggleFlow={toggleFlow}
+        background: `linear-gradient(180deg, ${colors.light} 0%, transparent 100%)`,
-      togglePeriodType={togglePeriodType}
+        borderRadius: 4,
-      toggleComparison={toggleComparison}
+        p: 2,
-      setSelectedPeriodId={setSelectedPeriodId}
+        transition: "background 0.3s ease",
-      setSelectedGroupKey={setSelectedGroupKey}
+      }}
-    />
+    >
+      <Box
+        sx={{
+          display: "flex",
+          flexDirection: "column",
+          alignItems: "center",
+          mb: 3,
+        }}
+      >
+        <ToggleButtonGroup
+          value={flow}
+          exclusive
+          onChange={handleFlowChange}
+          sx={{
+            borderRadius: 3,
+            overflow: "hidden",
+            "& .MuiToggleButton-root": {
+              px: 3,
+              textTransform: "none",
+              color: "text.secondary",
+            },
+            "&.Mui-selected": {
+              bgcolor: colors.primary,
+              color: "white",
+              borderColor: colors.primary,
+            },
+          }}
+        >
+          <ToggleButton value="outflows">Outflows</ToggleButton>
+          <ToggleButton value="inflows">Inflows</ToggleButton>
+        </ToggleButtonGroup>
+
+        {selectedGroupKey && Object.keys(selectedGroupKey).length > 0 && (
+          <Button
+            size="small"
+            sx={{ mt: 1, textTransform: "none" }}
+            onClick={() => setSelectedGroupKey(null)}
+          >
+            Clear Drill-down
+          </Button>
+        )}
+      </Box>
+
+      <Grid container spacing={4}>
+        {config.sections.map((section) => {
+          const Component = section.component;
+
+          return (
+            <Grid key={section.id} size={12}>
+              <Component
+                {...section}
+
+                reportData={data}
+
+                state={state}
+                stateSetters={stateSetters}
+                isFetching={isFetching}
+
+                colorScheme={colors}
+              />
+            </Grid>
+          );
+        })}
+      </Grid>
+    </Container>
   );
 }

src/components/Dashboard/Dashboard.view.tsx

@@ -1,143 +0,0 @@
-import * as React from "react";
-import {
-  Box,
-  Container,
-  Grid,
-  Typography,
-  ToggleButton,
-  ToggleButtonGroup,
-  Button
-} from "@mui/material";
-import { useTheme, alpha } from "@mui/material/styles";
-import { GroupKey } from "../../features/report";
-import { DashboardProps, DashboardState } from "./Dashboard.models";
-
-interface ViewProps extends DashboardProps {
-  state: DashboardState;
-  setState: React.Dispatch<React.SetStateAction<DashboardState>>;
-  toggleFlow: (event: React.MouseEvent<HTMLElement>, newFlow: "outflows" | "inflows" | null) => void;
-  togglePeriodType: () => void;
-  setSelectedPeriodId: (id: string | null) => void;
-  setSelectedGroupKey: (groupKey: GroupKey | null) => void;
-  toggleComparison: () => void;
-}
-
-export default function DashboardView({
-  config,
-  data,
-  state,
-  setState,
-  toggleFlow,
-  togglePeriodType,
-  toggleComparison,
-  setSelectedPeriodId,
-  setSelectedGroupKey,
-}: ViewProps) {
-  const theme = useTheme();
-  const themeMode = theme.palette.mode;
-  const { flow, periodType, comparison, selectedPeriodId, selectedGroupKey } = state;
-
-  // Resolve colors with fallbacks
-  const colors = React.useMemo(() => {
-    const palette = config.style?.palette?.[flow];
-    const modeColors = palette ? palette[themeMode] : null;
-
-    if (modeColors) {
-      return {
-        primary: modeColors.primary,
-        light: modeColors.background || alpha(modeColors.primary, 0.1),
-        text: modeColors.text || (themeMode === 'light' ? theme.palette.text.primary : '#fff')
-      };
-    }
-
-    // Fallback to standard theme colors
-    const themeColor = flow === 'outflows' ? theme.palette.error : theme.palette.success;
-    return {
-      primary: themeColor.main,
-      light: alpha(themeColor.main, themeMode === 'light' ? 0.08 : 0.15),
-      text: themeColor.main
-    };
-  }, [config.style?.palette, flow, themeMode, theme.palette]);
-
-  return (
-    <Container
-      sx={{
-        mt: 4,
-        mb: 4,
-        background: `linear-gradient(180deg, ${colors.light} 0%, transparent 100%)`,
-        borderRadius: 4,
-        p: 2,
-        transition: 'background 0.3s ease'
-      }}
-    >
-      <Box sx={{ display: "flex", flexDirection: "column", alignItems: "center", mb: 3 }}>
-        <ToggleButtonGroup
-          value={flow}
-          exclusive
-          onChange={toggleFlow}
-          sx={{
-            borderRadius: 3,
-            overflow: "hidden",
-            "& .MuiToggleButton-root": {
-              px: 3,
-              textTransform: "none",
-              color: "text.secondary"
-            },
-            "&.Mui-selected": {
-              bgcolor: colors.primary,
-              color: "white",
-              borderColor: colors.primary
-            },
-          }}
-        >
-          <ToggleButton value="outflows">Outflows</ToggleButton>
-          <ToggleButton value="inflows">Inflows</ToggleButton>
-        </ToggleButtonGroup>
-
-        {selectedGroupKey && Object.keys(selectedGroupKey).length > 0 && (
-          <Button 
-            size="small" 
-            sx={{ mt: 1, textTransform: "none" }}
-            onClick={() => setSelectedGroupKey(null)}
-          >
-            Clear Drill-down
-          </Button>
-        )}
-      </Box>
-
-      <Grid container spacing={4}>
-        {config.sections.map((section) => {
-          const Component = section.component;
-          
-          return (
-            <Grid key={section.id} size={section.style?.size || 12 as any}>
-              <Component
-                {...section.settings}
-                header={section.title}
-                summary={section.summary}
-                reportData={data}
-                title={section.title}
-                accentColor={colors.primary}
-                colorScheme={colors}
-
-                // State management
-                flow={flow}
-
-                periodType={periodType}
-                comparison={comparison}
-                selectedPeriodId={selectedPeriodId}
-                selectedGroupKey={selectedGroupKey}
-
-                togglePeriodType={togglePeriodType}
-                toggleComparison={toggleComparison}
-                setSelectedPeriodId={setSelectedPeriodId}
-                setSelectedGroupKey={setSelectedGroupKey}
-                isFetching={arguments[0].isFetching}
-              />
-            </Grid>
-          );
-        })}
-      </Grid>
-    </Container>
-  );
-}

src/components/HistoryChart/HistoryChart.models.ts

@@ -1,10 +1,3 @@
-import {
-  DashboardFlow,
-  DashboardPeriodType,
-  DashboardSelectedPeriodId
-} from "../Dashboard";
-import { ReportData } from "../../features/report";
-
 export interface _ChartDataPoint {
   id: string;
   label: string;
@@ -15,28 +8,3 @@ export interface _ChartDataPoint {
 export interface ChartDataPoint extends _ChartDataPoint {
   compare?: _ChartDataPoint;
 }
-
-export interface HistoryChartProps {
-  header: string;
-  summary?: string;
-  tabs: string[];
-
-  reportData: ReportData;
-
-  colorScheme: {
-    primary: string;
-    light: string;
-    text: string;
-  };
-
-  flow: DashboardFlow;
-  periodType: DashboardPeriodType;
-  selectedPeriodId: DashboardSelectedPeriodId;
-  comparison: boolean;
-
-  togglePeriodType: () => void;
-  setSelectedPeriodId: (id: string | null) => void;
-  toggleComparison: () => void;
-
-  isFetching?: boolean;
-}

src/components/HistoryChart/HistoryChart.props.ts

@@ -0,0 +1,21 @@
+import * as React from "react";
+import { ComponentProps } from "../Dashboard";
+import { ChartDataPoint } from "./HistoryChart.models";
+
+export interface HistoryChartProps extends ComponentProps {
+  settings: {
+    tabs: string[];
+  };
+}
+
+export interface HistoryChartViewProps extends HistoryChartProps {
+  activeTab: string;
+  setActiveTab: (v: string) => void;
+  currentData: ChartDataPoint[];
+  visibleData: ChartDataPoint[];
+  maxAmount: number;
+  visibleCount: number;
+  startIndex: number;
+  setStartIndex: React.Dispatch<React.SetStateAction<number>>;
+  activeDataKey: string;
+}

src/components/HistoryChart/HistoryChart.tsx

@@ -1,18 +1,23 @@
 import * as React from "react";
-import { HistoryChartProps } from "./HistoryChart.models";
 import HistoryChartView from "./HistoryChart.view";
 import { buildChartData, tabToKey } from "./HistoryChart.adapter";
+import { HistoryChartProps } from "./HistoryChart.props";
+
 
 export default function HistoryChart(props: HistoryChartProps) {
   const {
-    tabs,
+    settings,
     reportData,
-    flow,
+    state,
-    comparison,
+    stateSetters,
-    selectedPeriodId,
+
-    setSelectedPeriodId
+    isFetching,
   } = props;
 
+  const { flow, comparison, selectedPeriodId } = state;
+  const { setSelectedPeriodId } = stateSetters;
+  const { tabs } = settings;
+
   const [activeTab, setActiveTab] = React.useState<string>(tabs[0] || "");
   const [startIndex, setStartIndex] = React.useState(0);
 

src/components/HistoryChart/HistoryChart.view.tsx

@@ -11,49 +11,34 @@ import IconButton from "@mui/material/IconButton";
 import ChevronLeftIcon from "@mui/icons-material/ChevronLeft";
 import ChevronRightIcon from "@mui/icons-material/ChevronRight";
 import {
-  ChartDataPoint,
+  HistoryChartViewProps,
-  HistoryChartProps,
+} from "./HistoryChart.props";
-} from "./HistoryChart.models";
 import { formatDisplay } from "./HistoryChart.utils";
 
-interface ViewProps extends HistoryChartProps {
+export default function HistoryChartView({
-  activeTab: string;
+  title,
-  setActiveTab: (v: string) => void;
+  summary,
-  currentData: ChartDataPoint[];
+  settings,
-  visibleData: ChartDataPoint[];
-  maxAmount: number;
-  visibleCount: number;
-  startIndex: number;
-  setStartIndex: React.Dispatch<React.SetStateAction<number>>;
-  activeDataKey: string;
-}
 
-export default function HistoryChartView(props: ViewProps) {
+  state,
-  const {
+  stateSetters,
-    header,
+  isFetching,
-    summary,
-    tabs,
-    colorScheme,
 
-    flow,
+  colorScheme,
-    periodType,
-    selectedPeriodId,
-    comparison,
 
-    togglePeriodType,
+  activeTab,
-    setSelectedPeriodId,
+  setActiveTab,
-    toggleComparison,
+  currentData,
+  visibleData,
+  maxAmount,
+  visibleCount,
+  startIndex,
+  setStartIndex,
+  activeDataKey,
+}: HistoryChartViewProps) {
 
-    activeTab,
+  const { flow, periodType, selectedPeriodId, comparison } = state;
-    setActiveTab,
+  const { togglePeriodType, setSelectedPeriodId, toggleComparison } = stateSetters;
-    currentData,
-    visibleData,
-    maxAmount,
-    visibleCount,
-    startIndex,
-    setStartIndex,
-    activeDataKey,
-  } = props;
 
   const theme = useTheme();
   const isDark = theme.palette.mode === "dark";
@@ -92,13 +77,13 @@ export default function HistoryChartView(props: ViewProps) {
         border: "1px solid",
         borderColor: "divider",
         bgcolor: isDark ? "background.paper" : colorScheme.light,
-        opacity: props.isFetching ? 0.6 : 1,
+        opacity: isFetching ? 0.6 : 1,
         transition: "opacity 0.3s ease",
-        pointerEvents: props.isFetching ? "none" : "auto",
+        pointerEvents: isFetching ? "none" : "auto",
       }}
     >
       <Typography variant="h6" fontWeight={700} gutterBottom>
-        {header}
+        {title}
       </Typography>
 
       {summary && (
@@ -108,7 +93,7 @@ export default function HistoryChartView(props: ViewProps) {
       )}
 
       <ToggleButtonGroup value={activeTab} exclusive onChange={handleTabChange} fullWidth sx={{ mb: 4 }}>
-        {tabs.map((tab) => (
+        {settings.tabs.map((tab) => (
           <ToggleButton key={tab} value={tab}>
             {tab}
           </ToggleButton>

src/components/LatestItems/LatestItems.adapter.ts

@@ -1,67 +1,19 @@
-import { ReportData, Transaction, GroupKey } from "../../features/report";
+import { ReportData, GroupKey } from "../../features/report";
 import {
-  mergeBucketPeriods,
-  periodIdToKey,
   formatCurrency,
-  filterBuckets,
+  extractFilteredTransactions,
 } from "../report.helpers";
 import { LatestItem } from "./LatestItems.models";
 
-// ─── Transaction extraction ─────────────────────────────────
-
-function extractTransactions(
-  reportData: ReportData,
-  selectedPeriodId: string | null,
-  selectedGroupKey: GroupKey | null,
-): Transaction[] {
-  // 1. Get raw transactions
-  let rawTxns: Transaction[] = [];
-
-  if (selectedPeriodId) {
-    const key = periodIdToKey(selectedPeriodId);
-    const periods = mergeBucketPeriods(reportData.buckets, key);
-    const selected = periods.find((p) => p.id === selectedPeriodId);
-    rawTxns = selected?.metric.transactions || [];
-  } else {
-    const periods = mergeBucketPeriods(reportData.buckets, "all");
-    if (periods.length > 0) {
-      rawTxns = periods[0].metric.transactions || [];
-    }
-  }
-
-  // 2. Filter by group key
-  if (selectedGroupKey) {
-    rawTxns = rawTxns.filter(txn => {
-      let match = true;
-      if (selectedGroupKey.tags && selectedGroupKey.tags.length > 0) {
-        if (!txn.tags) match = false;
-        else {
-          const txnTags = txn.tags.map(t => typeof t === "string" ? t : t.name);
-          if (!selectedGroupKey.tags.every(selectedTag => txnTags.includes(selectedTag))) match = false;
-        }
-      }
-      if (match && selectedGroupKey.payee && selectedGroupKey.payee.length > 0) {
-        if (!txn.payee || !txn.payee.name) match = false;
-        else {
-          if (!selectedGroupKey.payee.includes(txn.payee.name)) match = false;
-        }
-      }
-      return match;
-    });
-  }
-
-  return rawTxns;
-}
-
 // ─── Main adapter ────────────────────────────────────────────
 
 export function buildLatestItems(
   reportData: ReportData,
-  selectedPeriodId: string | null,
+  selectedPeriodId: string | null | undefined,
-  selectedGroupKey: GroupKey | null,
+  selectedGroupKey: GroupKey | null | undefined,
   flow: "outflows" | "inflows"
 ): LatestItem[] {
-  const txns = extractTransactions(reportData, selectedPeriodId, selectedGroupKey);
+  const txns = extractFilteredTransactions(reportData, selectedPeriodId, selectedGroupKey);
 
   return txns
     .sort(

src/components/LatestItems/LatestItems.models.ts

@@ -5,12 +5,3 @@ export interface LatestItem {
   amount: string;
   timeAgo: string;
 }
-
-export interface LatestItemsViewProps {
-  items: LatestItem[];
-  header: string;
-  accentColor: string;
-  canExpand: boolean;
-  onExpand: () => void;
-  isFetching?: boolean;
-}

src/components/LatestItems/LatestItems.props.ts

@@ -0,0 +1,10 @@
+import { ComponentProps } from "../Dashboard";
+import { LatestItem } from "./LatestItems.models";
+
+export interface LatestItemsProps extends ComponentProps {}
+
+export interface LatestItemsViewProps extends LatestItemsProps {
+  items: LatestItem[];
+  canExpand: boolean;
+  onExpand: () => void;
+}

src/components/LatestItems/LatestItems.tsx

@@ -1,29 +1,24 @@
 import * as React from "react";
-import { ReportData, GroupKey } from "../../features/report";
 import { buildLatestItems } from "./LatestItems.adapter";
 import LatestItemsView from "./LatestItems.view";
+import { LatestItemsProps } from "./LatestItems.props";
 
-type Props = {
+export default function LatestItems(props: LatestItemsProps) {
-  reportData: ReportData;
+  const {
-  flow: "outflows" | "inflows";
+    reportData,
-  header: string;
+    state,
-  selectedPeriodId: string | null;
+    stateSetters,
-  selectedGroupKey?: GroupKey | null;
+    isFetching,
-  accentColor: string;
+  } = props;
-  isFetching?: boolean;
-};
 
-export default function LatestItems({
+  const { flow, selectedPeriodId, selectedGroupKey } = state;
-  reportData,
-  flow,
-  header,
-  selectedPeriodId,
-  selectedGroupKey = null,
-  accentColor,
-  isFetching,
-}: Props) {
   const [visibleCount, setVisibleCount] = React.useState(5);
 
+  // Reset count when flow changes to start clean
+  React.useEffect(() => {
+    setVisibleCount(5);
+  }, [flow]);
+
   const allItems = React.useMemo(() => {
     return buildLatestItems(reportData, selectedPeriodId, selectedGroupKey, flow);
   }, [reportData, selectedPeriodId, selectedGroupKey, flow]);
@@ -36,11 +31,9 @@ export default function LatestItems({
 
   return (
     <LatestItemsView
+      {...props}
       items={visibleItems}
-      header={header}
-      accentColor={accentColor}
       canExpand={canExpand}
-      isFetching={isFetching}
       onExpand={() => setVisibleCount((prev) => prev + 5)}
     />
   );

src/components/LatestItems/LatestItems.view.tsx

@@ -10,21 +10,23 @@ import {
   IconButton,
 } from "@mui/material";
 import ExpandMoreIcon from "@mui/icons-material/ExpandMore";
-import { LatestItemsViewProps } from "./LatestItems.models";
+import { LatestItemsViewProps } from "./LatestItems.props";
 
 export default function LatestItemsView({
   items,
-  header,
+  title,
-  accentColor,
   canExpand,
   onExpand,
   isFetching,
+  colorScheme,
 }: LatestItemsViewProps) {
+  const accentColor = colorScheme?.primary || "";
+
   return (
     <Box sx={{ width: "100%", bgcolor: "background.paper", borderRadius: 4, p: 2, opacity: isFetching ? 0.6 : 1, transition: "opacity 0.3s ease", pointerEvents: isFetching ? "none" : "auto" }}>
       <Box sx={{ mb: 2, px: 2 }}>
         <Typography variant="h6" fontWeight="bold">
-          {header}
+          {title}
         </Typography>
       </Box>
 

src/components/ProgressCard/ProgressCard.models.ts

@@ -1,11 +0,0 @@
-export interface ProgressCardProps {
-  header: string;
-  summary?: string;
-  progressAmount: number;
-  totalAmount: number;
-  colorTheme?: "primary" | "secondary" | "error" | "info" | "success" | "warning";
-  compact?: boolean;
-  selected?: boolean;
-  onClick?: () => void;
-  isFetching?: boolean;
-}

src/components/ProgressCard/ProgressCard.props.ts

@@ -0,0 +1,14 @@
+import { ComponentProps } from "../Dashboard";
+
+export interface ProgressCardProps extends ComponentProps {
+  settings: {
+    compact: boolean;
+  };
+}
+
+export interface ProgressCardViewProps extends ProgressCardProps {
+  progressAmount: number;
+  totalAmount: number;
+  selected: boolean;
+  onClick: () => void;
+}

src/components/ProgressCard/ProgressCard.tsx

@@ -1,25 +0,0 @@
-import * as React from "react";
-import ProgressCardView from "./ProgressCard.view";
-import { ProgressCardProps } from "./ProgressCard.models";
-import { getPercentage, formatCurrency } from "../report.helpers";
-
-export default function ProgressCard(props: ProgressCardProps) {
-  const { progressAmount, totalAmount, compact = false } = props;
-
-  const percentage = getPercentage(progressAmount, totalAmount);
-  
-  const formattedProgress = formatCurrency(progressAmount);
-  const formattedTotal = formatCurrency(totalAmount);
-
-  return (
-    <ProgressCardView
-      {...props}
-      percentage={percentage}
-      formattedProgress={formattedProgress}
-      formattedTotal={formattedTotal}
-      compact={compact}
-      selected={props.selected}
-      onClick={props.onClick}
-    />
-  );
-}

src/components/ProgressCard/ProgressCard.view.tsx

@@ -8,93 +8,83 @@ import {
   linearProgressClasses
 } from "@mui/material";
 import { useTheme, alpha } from "@mui/material/styles";
-import { ProgressCardProps } from "./ProgressCard.models";
+import { getPercentage, formatCurrency } from "../report.helpers";
-
+import { ProgressCardViewProps } from "./ProgressCard.props";
-interface ViewProps extends ProgressCardProps {
-  percentage: number;
-  formattedProgress: string;
-  formattedTotal: string;
-  selected?: boolean;
-  onClick?: () => void;
-}
 
 export default function ProgressCardView({
-  header,
+  title,
-  colorTheme = "info",
+  settings,
-  percentage,
+
-  formattedProgress,
+  isFetching,
-  formattedTotal,
+
-  compact = false,
+  colorScheme,
+
+  progressAmount,
+  totalAmount,
   selected,
   onClick,
-}: ViewProps) {
+}: ProgressCardViewProps) {
   const theme = useTheme();
   const isDark = theme.palette.mode === "dark";
 
+  const percentage = getPercentage(progressAmount, totalAmount);
+  const formattedProgress = formatCurrency(progressAmount);
+  const formattedTotal = formatCurrency(totalAmount);
+
   return (
     <Paper
-      elevation={compact ? 2 : 4}
+      elevation={settings.compact ? 2 : 4}
       onClick={onClick}
       sx={{
         width: "100%",
-        p: compact ? { xs: 2.5, md: 3 } : { xs: 3, md: 4 },
+        p: settings.compact ? { xs: 2.5, md: 3 } : { xs: 3, md: 4 },
-        borderRadius: compact ? 3 : 4,
+        borderRadius: settings.compact ? 3 : 4,
-        cursor: onClick ? "pointer" : "default",
         transform: selected ? "scale(1.02)" : "scale(1)",
         transition: "transform 0.2s ease, box-shadow 0.2s ease",
-        background: (theme) => {
+        bgcolor: colorScheme.light,
-          const baseColor = theme.palette[colorTheme]?.main || theme.palette.primary.main;
+        color: colorScheme.text,
-          const lightColor = theme.palette[colorTheme]?.light || theme.palette.primary.light;
-          return isDark
-            ? `linear-gradient(135deg, ${alpha(baseColor, 0.9)} 0%, ${alpha(baseColor, 0.3)} 100%)`
-            : `linear-gradient(135deg, ${baseColor} 0%, ${lightColor} 100%)`;
-        },
-        color: "#fff",
         display: "flex",
         flexDirection: "column",
-        alignItems: compact ? "flex-start" : "center",
+        alignItems: settings.compact ? "flex-start" : "center",
         justifyContent: "center",
         position: "relative",
         overflow: "hidden",
-        border: selected 
+        border: selected
-          ? `2px solid #fff`
+          ? `2px solid ${colorScheme.primary}`
-          : isDark ? "1px solid rgba(255,255,255,0.1)" : "none",
+          : isDark
-        boxShadow: (theme) => {
+          ? "1px solid rgba(255,255,255,0.1)"
-          const baseShadow = `0 ${compact ? 6 : 12}px ${compact ? 12 : 24}px -10px ${
+          : "1px solid rgba(0,0,0,0.06)",
-            isDark
+        boxShadow: "none",
-              ? "rgba(0,0,0,0.5)"
+        opacity: isFetching ? 0.6 : 1,
-              : theme.palette[colorTheme]?.main || theme.palette.primary.main
+        pointerEvents: isFetching ? "none" : "auto",
-          }`;
-          return selected 
-            ? `${baseShadow}, 0 0 0 2px ${theme.palette.background.paper}, 0 0 0 4px ${theme.palette[colorTheme]?.main || theme.palette.primary.main}` 
-            : baseShadow;
-        },
-        opacity: arguments[0].isFetching ? 0.6 : 1,
-        pointerEvents: arguments[0].isFetching ? "none" : "auto",
       }}
     >
-      <Typography 
+      <Typography
-        variant={compact ? "body2" : "subtitle1"} 
+        variant={settings.compact ? "body2" : "subtitle1"}
-        fontWeight={700} 
+        fontWeight={700}
-        sx={{ 
+        sx={{
-          opacity: 0.95, 
+          opacity: 0.95,
-          mb: compact ? 1.5 : 2, 
+          mb: settings.compact ? 1.5 : 2,
-          width: '100%', 
+          width: "100%",
-          overflow: 'hidden', 
+          overflow: "hidden",
-          textOverflow: 'ellipsis', 
+          textOverflow: "ellipsis",
-          whiteSpace: 'nowrap',
+          whiteSpace: "nowrap",
           letterSpacing: 0.5,
-          textShadow: isDark ? '0 1px 2px rgba(0,0,0,0.3)' : 'none'
+          textShadow: isDark ? "0 1px 2px rgba(0,0,0,0.3)" : "none",
         }}
       >
-        {header}
+        {title}
       </Typography>
 
-      <Box sx={{ mb: compact ? 2 : 3, width: '100%' }}>
+      <Box sx={{ mb: settings.compact ? 2 : 3, width: "100%" }}>
         <Typography
-          variant={compact ? "h5" : "h3"}
+          variant={settings.compact ? "h5" : "h3"}
           fontWeight={900}
-          sx={{ mb: 0.5, lineHeight: 1.2, textShadow: isDark ? '0 2px 4px rgba(0,0,0,0.3)' : 'none' }}
+          sx={{
+            mb: 0.5,
+            lineHeight: 1.2,
+            textShadow: isDark ? "0 2px 4px rgba(0,0,0,0.3)" : "none",
+          }}
         >
           {formattedProgress}
         </Typography>
@@ -102,38 +92,38 @@ export default function ProgressCardView({
         <Divider
           sx={{
             my: 1,
-            borderColor: "rgba(255,255,255,0.25)",
+            borderColor: isDark ? "rgba(255,255,255,0.15)" : "rgba(0,0,0,0.1)",
             width: "100%",
           }}
         />
 
         <Typography
-          variant={compact ? "caption" : "body2"}
+          variant={settings.compact ? "caption" : "body2"}
           sx={{
             opacity: 0.85,
             fontWeight: 500,
             display: "block",
-            color: "rgba(255,255,255,0.9)"
+            color: alpha(colorScheme.text, 0.85),
           }}
         >
           of {formattedTotal}
         </Typography>
       </Box>
 
-      <Box sx={{ width: "100%", mt: 'auto' }}>
+      <Box sx={{ width: "100%", mt: "auto" }}>
         <LinearProgress
           variant="determinate"
           value={percentage}
           sx={{
-            height: compact ? 6 : 10,
+            height: settings.compact ? 6 : 10,
             borderRadius: 5,
             [`&.${linearProgressClasses.colorPrimary}`]: {
-              backgroundColor: "rgba(0, 0, 0, 0.25)",
+              backgroundColor: isDark ? "rgba(255, 255, 255, 0.12)" : "rgba(0, 0, 0, 0.08)",
             },
             [`& .${linearProgressClasses.bar}`]: {
               borderRadius: 5,
-              backgroundColor: "#fff",
+              backgroundColor: colorScheme.primary,
-              boxShadow: '0 0 8px rgba(255,255,255,0.4)'
+              boxShadow: `0 0 8px ${alpha(colorScheme.primary, 0.4)}`,
             },
           }}
         />

src/components/ProgressCard/TopPayees.adapter.ts

@@ -1,5 +1,8 @@
-import { mergeBucketPeriods, periodIdToKey } from "../report.helpers";
 import { GroupKey, ReportData } from "../../features/report";
+import {
+  extractFilteredTransactions,
+  aggregateTransactions,
+} from "../report.helpers";
 
 export interface PayeeItem {
   name: string;
@@ -12,54 +15,17 @@ export function extractTopPayees(
   selectedPeriodId?: string | null,
   selectedGroupKey?: GroupKey | null
 ): { items: PayeeItem[]; total: number } {
-  const payeeMap = new Map<string, number>();
+  const txns = extractFilteredTransactions(reportData, selectedPeriodId, selectedGroupKey);
 
-  let targetPeriods = [];
+  const { items, total } = aggregateTransactions(txns, (txn) => {
-
+    if (txn.payee && txn.payee.name) {
-  if (selectedPeriodId) {
+      return [txn.payee.name];
-    const key = periodIdToKey(selectedPeriodId);
-    const periods = mergeBucketPeriods(reportData.buckets, key);
-    const selected = periods.find((p) => p.id === selectedPeriodId);
-    if (selected) {
-      targetPeriods.push(selected);
     }
-  } else {
+    return [];
-    // If no specific period is selected, aggregate over the "all" period bucket
+  });
-    targetPeriods = mergeBucketPeriods(reportData.buckets, "all");
-  }
-
-  for (const p of targetPeriods) {
-    let txns = p.metric.transactions || [];
-    
-    if (selectedGroupKey?.tags && selectedGroupKey.tags.length > 0) {
-      txns = txns.filter(txn => {
-        if (!txn.tags) return false;
-        const txnTags = txn.tags.map(t => typeof t === "string" ? t : t.name);
-        return selectedGroupKey.tags!.every(selectedTag => txnTags.includes(selectedTag));
-      });
-    }
-
-    for (const txn of txns) {
-      if (txn.payee && txn.payee.name) {
-        const current = payeeMap.get(txn.payee.name) || 0;
-        payeeMap.set(txn.payee.name, current + txn.amount);
-      }
-    }
-  }
-
-  let items: PayeeItem[] = [];
-  let total = 0;
-
-  for (const [name, amount] of payeeMap.entries()) {
-    items.push({ name, amount });
-    total += amount;
-  }
-
-  // Sort descending by amount
-  items.sort((a, b) => b.amount - a.amount);
 
   return {
-    items: items.slice(0, 4), // Top 4
+    items,
     total,
   };
 }

src/components/ProgressCard/TopPayees.tsx

@@ -1,30 +1,22 @@
 import * as React from "react";
 import { Box, Paper, Typography } from "@mui/material";
-import { ReportData, GroupKey } from "../../features/report";
+import ProgressCardView from "./ProgressCard.view";
-import ProgressCard from "./ProgressCard";
 import { extractTopPayees } from "./TopPayees.adapter";
+import { ProgressCardProps } from "./ProgressCard.props";
 
-type Props = {
+export default function TopPayees(props: ProgressCardProps) {
-  reportData: ReportData;
+  const {
-  flow: "outflows" | "inflows";
+    title,
-  header: string;
+
-  selectedPeriodId?: string | null;
+    reportData,
-  selectedGroupKey?: GroupKey | null;
+    state,
-  setSelectedGroupKey?: (key: GroupKey | null) => void;
+    stateSetters,
-  compact?: boolean;
+
-  isFetching?: boolean;
+    isFetching,
-};
+  } = props
+  const { flow, selectedPeriodId, selectedGroupKey } = state;
+  const { setSelectedGroupKey } = stateSetters;
 
-export default function TopPayees({
-  reportData,
-  flow,
-  header,
-  selectedPeriodId,
-  selectedGroupKey,
-  setSelectedGroupKey,
-  compact = true,
-  isFetching,
-}: Props) {
   const { items, total } = React.useMemo(() => {
     return extractTopPayees(reportData, flow, selectedPeriodId, selectedGroupKey);
   }, [reportData, flow, selectedPeriodId, selectedGroupKey]);
@@ -45,7 +37,7 @@ export default function TopPayees({
       }}
     >
       <Typography variant="h6" fontWeight={700} gutterBottom>
-        {header}
+        {title}
       </Typography>
 
       <Box
@@ -60,17 +52,15 @@ export default function TopPayees({
         }}
       >
         {items.map((item) => {
-          const isSelected = selectedGroupKey?.payee?.includes(item.name);
+          const isSelected = !!selectedGroupKey?.payee?.includes(item.name);
           return (
-            <ProgressCard
+            <ProgressCardView
+              {...props}
               key={item.name}
-              header={item.name}
+              title={item.name}
               progressAmount={item.amount}
               totalAmount={total}
-              compact={compact}
-              colorTheme={flow === "outflows" ? "error" : "success"}
               selected={isSelected}
-              isFetching={isFetching}
               onClick={() => {
                 if (setSelectedGroupKey) {
                   let newKey = selectedGroupKey ? { ...selectedGroupKey } : {};

src/components/ProgressCard/TopTags.adapter.ts

@@ -1,11 +1,9 @@
-import { ReportData } from "../../features/report";
+import { ReportData, GroupKey } from "../../features/report";
 import {
-  mergeBucketPeriods,
+  extractFilteredTransactions,
-  periodIdToKey,
+  aggregateTransactions,
 } from "../report.helpers";
 
-import { GroupKey } from "../../features/report";
-
 export interface TagItem {
   tag: string;
   amount: number;
@@ -17,55 +15,17 @@ export function extractTopTags(
   selectedPeriodId?: string | null,
   selectedGroupKey?: GroupKey | null
 ): { items: TagItem[]; total: number } {
-  const tagMap = new Map<string, number>();
+  const txns = extractFilteredTransactions(reportData, selectedPeriodId, selectedGroupKey);
 
-  let periodKey: ReturnType<typeof periodIdToKey> = "all";
+  const { items, total } = aggregateTransactions(txns, (txn) => {
-  if (selectedPeriodId) {
+    if (txn.tags && txn.tags.length > 0) {
-    periodKey = periodIdToKey(selectedPeriodId);
+      return txn.tags.map((t) => (typeof t === "string" ? t : t.name));
-  }
-
-  const periods = mergeBucketPeriods(reportData.buckets, periodKey);
-
-  let period = periods[0];
-  if (selectedPeriodId) {
-    period = periods.find(p => p.id === selectedPeriodId) || period;
-  } else if (periods.length > 0) {
-    period = periods.reduce((latest, p) =>
-      new Date(p.start).getTime() > new Date(latest.start).getTime()
-        ? p
-        : latest
-    );
-  }
-
-  if (period && period.metric && period.metric.transactions) {
-    let txns = period.metric.transactions;
-    if (selectedGroupKey?.payee && selectedGroupKey.payee.length > 0) {
-      txns = txns.filter(txn => 
-        txn.payee?.name && selectedGroupKey.payee!.includes(txn.payee.name)
-      );
     }
+    return ["Untagged"];
+  });
 
-    for (const txn of txns) {
+  return {
-      if (txn.tags && txn.tags.length > 0) {
+    items: items.map((item) => ({ tag: item.name, amount: item.amount })),
-        for (const tagObj of txn.tags) {
+    total,
-          const tagName = typeof tagObj === "string" ? tagObj : tagObj.name;
+  };
-          tagMap.set(tagName, (tagMap.get(tagName) || 0) + txn.amount);
-        }
-      } else {
-        tagMap.set("Untagged", (tagMap.get("Untagged") || 0) + txn.amount);
-      }
-    }
-  }
-
-  const arr = Array.from(tagMap.entries()).map(([tag, amount]) => ({
-    tag,
-    amount,
-  }));
-
-  arr.sort((a, b) => b.amount - a.amount);
-
-  const top = arr.slice(0, 4);
-  const total = top.reduce((sum, t) => sum + t.amount, 0);
-
-  return { items: top, total };
 }

src/components/ProgressCard/TopTags.tsx

@@ -1,30 +1,22 @@
 import * as React from "react";
 import { Box, Paper, Typography } from "@mui/material";
-import { ReportData, GroupKey } from "../../features/report";
+import ProgressCardView from "./ProgressCard.view";
-import ProgressCard from "./ProgressCard";
 import { extractTopTags } from "./TopTags.adapter";
+import { ProgressCardProps } from "./ProgressCard.props";
 
-type Props = {
+export default function TopTags(props: ProgressCardProps) {
-  reportData: ReportData;
+  const {
-  flow: "outflows" | "inflows";
+    title,
-  header: string;
+
-  selectedPeriodId?: string | null;
+    reportData,
-  selectedGroupKey?: GroupKey | null;
+    state,
-  setSelectedGroupKey?: (key: GroupKey | null) => void;
+    stateSetters,
-  compact?: boolean;
+
-  isFetching?: boolean;
+    isFetching,
-};
+  } = props
+  const { flow, selectedPeriodId, selectedGroupKey } = state;
+  const { setSelectedGroupKey } = stateSetters;
 
-export default function TopTags({
-  reportData,
-  flow,
-  header,
-  selectedPeriodId,
-  selectedGroupKey,
-  setSelectedGroupKey,
-  compact = true,
-  isFetching,
-}: Props) {
   const { items, total } = React.useMemo(() => {
     return extractTopTags(reportData, flow, selectedPeriodId, selectedGroupKey);
   }, [reportData, flow, selectedPeriodId, selectedGroupKey]);
@@ -45,7 +37,7 @@ export default function TopTags({
       }}
     >
       <Typography variant="h6" fontWeight={700} gutterBottom>
-        {header}
+        {title}
       </Typography>
 
       <Box
@@ -60,17 +52,15 @@ export default function TopTags({
         }}
       >
         {items.map((item) => {
-          const isSelected = selectedGroupKey?.tags?.includes(item.tag);
+          const isSelected = !!selectedGroupKey?.tags?.includes(item.tag);
           return (
-            <ProgressCard
+            <ProgressCardView
+              {...props}
               key={item.tag}
-              header={item.tag}
+              title={item.tag}
               progressAmount={item.amount}
               totalAmount={total}
-              compact={compact}
-              colorTheme={flow === "outflows" ? "error" : "success"}
               selected={isSelected}
-              isFetching={isFetching}
               onClick={() => {
                 if (setSelectedGroupKey) {
                   let newKey = selectedGroupKey ? { ...selectedGroupKey } : {};

src/components/ProgressCard/index.ts

@@ -1,2 +1,2 @@
-export { default } from "./ProgressCard";
+export { default } from "./ProgressCard.view";
-export * from "./ProgressCard.models";
+export * from "./ProgressCard.props";

src/components/report.helpers.ts

@@ -3,6 +3,8 @@ import {
   ReportBucket,
   GroupKey,
   PeriodType,
+  ReportData,
+  Transaction,
 } from "../features/report";
 
 // ─── Types ────────────────────────────────────────────────────
@@ -140,3 +142,89 @@ export function filterBuckets(
   if (!selectedGroupKey) return buckets;
   return buckets.filter((b) => matchesGroupKey(b, selectedGroupKey));
 }
+
+export function extractFilteredTransactions(
+  reportData: ReportData,
+  selectedPeriodId: string | null | undefined,
+  selectedGroupKey: GroupKey | null | undefined
+): Transaction[] {
+  let txns: Transaction[] = [];
+
+  if (selectedPeriodId) {
+    const key = periodIdToKey(selectedPeriodId);
+    const periods = mergeBucketPeriods(reportData.buckets, key);
+    const selected = periods.find((p) => p.id === selectedPeriodId);
+    txns = selected?.metric.transactions || [];
+  } else {
+    const periods = mergeBucketPeriods(reportData.buckets, "all");
+    if (periods.length > 0) {
+      const period = periods.reduce((latest, p) =>
+        new Date(p.start).getTime() > new Date(latest.start).getTime()
+          ? p
+          : latest
+      , periods[0]);
+      txns = period?.metric.transactions || [];
+    }
+  }
+
+  if (selectedGroupKey) {
+    txns = txns.filter((txn) => {
+      let match = true;
+      if (selectedGroupKey.tags && selectedGroupKey.tags.length > 0) {
+        if (!txn.tags) {
+          match = false;
+        } else {
+          const txnTags = txn.tags.map((t: any) =>
+            typeof t === "string" ? t : t.name
+          );
+          if (
+            !selectedGroupKey.tags.every((selectedTag) =>
+              txnTags.includes(selectedTag)
+            )
+          ) {
+            match = false;
+          }
+        }
+      }
+      if (match && selectedGroupKey.payee && selectedGroupKey.payee.length > 0) {
+        if (!txn.payee || !txn.payee.name) {
+          match = false;
+        } else {
+          if (!selectedGroupKey.payee.includes(txn.payee.name)) {
+            match = false;
+          }
+        }
+      }
+      return match;
+    });
+  }
+
+  return txns;
+}
+
+export function aggregateTransactions(
+  transactions: Transaction[],
+  keyExtractor: (txn: Transaction) => string[],
+  limit = 4
+): { items: { name: string; amount: number }[]; total: number } {
+  const map = new Map<string, number>();
+
+  for (const txn of transactions) {
+    const keys = keyExtractor(txn);
+    for (const key of keys) {
+      map.set(key, (map.get(key) || 0) + txn.amount);
+    }
+  }
+
+  const items = Array.from(map.entries()).map(([name, amount]) => ({
+    name,
+    amount,
+  }));
+
+  items.sort((a, b) => b.amount - a.amount);
+
+  const top = items.slice(0, limit);
+  const total = top.reduce((sum, item) => sum + item.amount, 0);
+
+  return { items: top, total };
+}

src/dashboard-config.ts

@@ -14,9 +14,6 @@ export const configuration: DashboardConfig = {
       settings: {
         tabs: ["Weekly", "Monthly"],
       },
-      style: {
-        size: 12,
-      },
     },
     {
       id: "top-categories",
@@ -25,9 +22,6 @@ export const configuration: DashboardConfig = {
       settings: {
         compact: true,
       },
-      style: {
-        size: 12,
-      },
     },
     {
       id: "top-payees",
@@ -36,17 +30,11 @@ export const configuration: DashboardConfig = {
       settings: {
         compact: true,
       },
-      style: {
-        size: 12,
-      },
     },
     {
       id: "items",
       title: 'Recent Transactions',
       component: LatestItems,
-      style: {
-        size: 12,
-      },
     },
   ],
   style: {