removed client data massaging with backend report using feature/report

src/features/report/report.api.ts

@@ -0,0 +1,9 @@
+import { api } from "../../../react-openapi";
+
+export async function fetchReport(params: {
+  period: "weekly" | "monthly" | "yearly" | "fyly";
+  rolling?: boolean;
+}) {
+  const res = await api.get("/reports", { params });
+  return res.data;
+}

src/features/report/report.mapper.ts

@@ -0,0 +1,96 @@
+import {
+  AggregatedDashboardData,
+  ChartData,
+  ChartDataPoint,
+} from "../../components/HistoryChart";
+
+type ReportBucket = any;
+
+const sumBucket = (bucket: ReportBucket, flow: "expenses" | "incomes") =>
+  bucket.groups.reduce(
+    (acc: number, g: any) => acc + (g?.[flow]?.sum || 0),
+    0
+  );
+
+const toLabel = (start: string, end: string, type: "weekly" | "monthly") => {
+  const s = new Date(start);
+  const e = new Date(end);
+
+  if (type === "monthly") {
+    return s.toLocaleString("default", { month: "short" });
+  }
+
+  return `${s.getDate()}–${e.getDate()} ${e.toLocaleString("default", {
+    month: "short",
+  })}`;
+};
+
+const toPoints = (
+  buckets: ReportBucket[],
+  type: "weekly" | "monthly",
+  flow: "expenses" | "incomes"
+): ChartDataPoint[] => {
+  return buckets.map((b, i) => {
+    const amount = sumBucket(b, flow);
+    const prev = buckets[i - 1];
+
+    return {
+      id: toLabel(b.start, b.end, type),
+      amount,
+      compare: prev
+        ? {
+            id: toLabel(prev.start, prev.end, type),
+            amount: sumBucket(prev, flow),
+          }
+        : undefined,
+    };
+  });
+};
+
+export function mapReportToDashboard(
+  weekly: ReportBucket[],
+  monthly: ReportBucket[],
+  type: "expense" | "income"
+): AggregatedDashboardData {
+  const flow = type === "expense" ? "expenses" : "incomes";
+
+  const chartData: ChartData = {
+    daily: [],
+
+    weekly: {
+      rolling: toPoints(weekly, "weekly", flow),
+      calendar: toPoints(weekly, "weekly", flow),
+    },
+
+    monthly: {
+      rolling: toPoints(monthly, "monthly", flow),
+      calendar: toPoints(monthly, "monthly", flow),
+    },
+  };
+
+  const totalAmount = weekly.reduce(
+    (acc, b) => acc + sumBucket(b, flow),
+    0
+  );
+
+  const payeeMap: Record<string, number> = {};
+
+  for (const b of weekly) {
+    for (const g of b.groups) {
+      const key = g.group_key || "Unknown";
+      const amt = g?.[flow]?.sum || 0;
+      payeeMap[key] = (payeeMap[key] || 0) + amt;
+    }
+  }
+
+  const topPayees = Object.entries(payeeMap)
+    .map(([payeeName, amount]) => ({ payeeName, amount }))
+    .sort((a, b) => b.amount - a.amount)
+    .slice(0, 5);
+
+  return {
+    chartData,
+    totalAmount,
+    topPayees,
+  };
+}

src/features/report/report.service.ts

@@ -0,0 +1,114 @@
+import { fetchReport } from "./report.api";
+import {
+  AggregatedDashboardData,
+  ChartData,
+  ChartDataPoint,
+} from "../components/HistoryChart";
+
+type ReportBucket = any; // replace with generated type if available
+
+function sumBucket(bucket: ReportBucket, flow: "expenses" | "incomes") {
+  return bucket.groups.reduce(
+    (acc: number, g: any) => acc + (g?.[flow]?.sum || 0),
+    0
+  );
+}
+
+function toLabel(start: string, end: string, type: "weekly" | "monthly") {
+  const s = new Date(start);
+  const e = new Date(end);
+
+  if (type === "monthly") {
+    return s.toLocaleString("default", { month: "short" });
+  }
+
+  const sd = s.getDate();
+  const ed = e.getDate();
+  const m = e.toLocaleString("default", { month: "short" });
+  return `${sd}–${ed} ${m}`;
+}
+
+function toChartPoints(
+  buckets: ReportBucket[],
+  type: "weekly" | "monthly",
+  flow: "expenses" | "incomes"
+): ChartDataPoint[] {
+  return buckets.map((b, i) => {
+    const amount = sumBucket(b, flow);
+
+    const prev = buckets[i - 1];
+    const compareAmount = prev ? sumBucket(prev, flow) : 0;
+
+    return {
+      id: toLabel(b.start, b.end, type),
+      amount,
+      compare: prev
+        ? {
+            id: toLabel(prev.start, prev.end, type),
+            amount: compareAmount,
+          }
+        : undefined,
+    };
+  });
+}
+
+function buildChartData(
+  weekly: ReportBucket[],
+  monthly: ReportBucket[],
+  flow: "expenses" | "incomes"
+): ChartData {
+  return {
+    daily: [], // not supported by /reports → keep empty or drop
+    weekly: {
+      rolling: toChartPoints(weekly, "weekly", flow),
+      calendar: toChartPoints(weekly, "weekly", flow), // same unless backend differentiates
+    },
+    monthly: {
+      rolling: toChartPoints(monthly, "monthly", flow),
+      calendar: toChartPoints(monthly, "monthly", flow),
+    },
+  };
+}
+
+function getTopPayees(buckets: ReportBucket[], flow: "expenses" | "incomes") {
+  const map: Record<string, number> = {};
+
+  for (const b of buckets) {
+    for (const g of b.groups) {
+      const key = g.group_key || "Unknown";
+      const amt = g?.[flow]?.sum || 0;
+      map[key] = (map[key] || 0) + amt;
+    }
+  }
+
+  return Object.entries(map)
+    .map(([payeeName, amount]) => ({ payeeName, amount }))
+    .sort((a, b) => b.amount - a.amount)
+    .slice(0, 5);
+}
+
+export async function getDashboardData(
+  type: "expense" | "income"
+): Promise<AggregatedDashboardData> {
+  const flow = type === "expense" ? "expenses" : "incomes";
+
+  const [weeklyBuckets, monthlyBuckets] = await Promise.all([
+    fetchReport({ period: "weekly", rolling: true }),
+    fetchReport({ period: "monthly", rolling: true }),
+  ]);
+
+  const chartData = buildChartData(weeklyBuckets, monthlyBuckets, flow);
+
+  const totalAmount = weeklyBuckets.reduce(
+    (acc: number, b: any) => acc + sumBucket(b, flow),
+    0
+  );
+
+  const topPayees = getTopPayees(weeklyBuckets, flow);
+
+  return {
+    chartData,
+    totalAmount,
+    topPayees,
+  };
+}

src/features/report/useReport.ts

@@ -0,0 +1,17 @@
+import { useQuery } from "@tanstack/react-query";
+import { fetchReport } from "./report.api";
+
+export interface ReportParams {
+  period: "weekly" | "monthly" | "yearly" | "fyly";
+  rolling?: boolean;
+  report_date?: string;
+  group_by?: ("flow" | "payee" | "tags")[];
+  ignore_self?: boolean;
+}
+
+export function useReport(params: ReportParams) {
+  return useQuery({
+    queryKey: ["report", params],
+    queryFn: () => fetchReport(params),
+  });
+}

src/utils/dashboardLoader.ts

@@ -1,17 +1,10 @@
 import { api } from "../../react-openapi";
-import { LatestItem } from "../components/LatestItemsList";
+import { LatestItem } from "../components/LatestItems";
-import { ChartDataPoint } from "../types/historyChart";
 import * as React from "react";
-import { format } from "./dateUtils";
 import MonetizationOnIcon from "@mui/icons-material/MonetizationOn";
 
-import {
+import { fetchReport } from "../features/report/report.api";
-  buildDailyBuckets,
+import { mapReportToDashboard } from "../features/report/report.mapper";
-  buildWeeklyRolling,
-  buildWeeklyCalendar,
-  buildMonthlyRolling,
-  buildMonthlyCalendar
-} from "./periodBuilders";
 
 const DEFAULT_ICON = React.createElement(MonetizationOnIcon, {
   sx: { color: "#388e3c" }
@@ -58,131 +51,12 @@ export async function fetchLatestTransactions(
 export async function fetchAggregatedData(
   type: "expense" | "income"
 ) {
-  const res = await api.get("/expenses", { params: { limit: 0 } });
+  const [weekly, monthly] = await Promise.all([
-  const all: any[] = res.data?.items || res.data || [];
+    fetchReport({ period: "weekly", rolling: true }),
+    fetchReport({ period: "monthly", rolling: true }),
+  ]);
 
-  const now = new Date();
+  return mapReportToDashboard(weekly.buckets, monthly.buckets, type);
-
-  let totalAmount = 0;
-  const payeeMap: Record<string, number> = {};
-
-  const isValid = (amt: number) =>
-    type === "expense" ? amt < 0 : amt > 0;
-
-  const normalize = (amt: number) => Math.abs(amt);
-
-  const {
-    buckets: dailyBuckets,
-    weekStart,
-    weekEnd,
-    prevWeekStart,
-    prevWeekEnd
-  } = buildDailyBuckets(now);
-
-  const weeklyRolling = buildWeeklyRolling(now);
-  const weeklyCalendar = buildWeeklyCalendar(now);
-  const monthlyRolling = buildMonthlyRolling(now);
-  const monthlyCalendar = buildMonthlyCalendar(now);
-
-  for (const item of all) {
-    const d = new Date(
-      item.occurred_at || item.created_at || Date.now()
-    );
-
-    const amtRaw = Number(item.amount) || 0;
-    if (!isValid(amtRaw)) continue;
-
-    const amt = normalize(amtRaw);
-    totalAmount += amt;
-
-    const payee = item.payee?.name || item.payee || "Unknown";
-    payeeMap[payee] = (payeeMap[payee] || 0) + amt;
-
-    const day = ["Sun","Mon","Tue","Wed","Thu","Fri","Sat"][d.getDay()];
-
-    if (d >= weekStart && d <= weekEnd) {
-      if (dailyBuckets[day]) {
-        dailyBuckets[day].amount += amt;
-      }
-    }
-
-    if (d >= prevWeekStart && d <= prevWeekEnd) {
-      if (dailyBuckets[day]) {
-        dailyBuckets[day].compare += amt;
-      }
-    }
-
-    const apply = (arr: any[]) => {
-      for (const b of arr) {
-        if (d >= b.start && d <= b.end) b.amount += amt;
-        if (d >= b.prevStart && d <= b.prevEnd)
-          b.compare += amt;
-      }
-    };
-
-    apply(weeklyRolling);
-    apply(weeklyCalendar);
-    apply(monthlyRolling);
-    apply(monthlyCalendar);
-  }
-
-  const toPoints = (arr: any[], type: "weekly" | "monthly"): ChartDataPoint[] =>
-    arr.map((x) => {
-      let compareLabel: string | undefined;
-
-      if (x.prevStart && x.prevEnd) {
-        if (type === "monthly") {
-          const year = String(x.prevStart.getFullYear()).slice(2);
-          compareLabel = `${x.prevStart.toLocaleString("default", {
-            month: "short"
-          })}-${year}`;
-        } else {
-          const year = String(x.prevEnd.getFullYear()).slice(2);
-          compareLabel = `${format(x.prevStart)} - ${format(x.prevEnd)} ${year}`;
-        }
-      }
-
-      return {
-        id: x.label,
-        amount: x.amount,
-        compareAmount: x.compare,
-        compareLabel
-      };
-    });
-
-  const chartData = {
-    daily: Object.entries(dailyBuckets).map(([k, v]: any) => ({
-      id: k,
-      amount: v.amount,
-      compareAmount: v.compare
-    })),
-    weekly: {
-      rolling: toPoints(weeklyRolling, "weekly"),
-      calendar: toPoints(weeklyCalendar, "weekly")
-    },
-    monthly: {
-      rolling: toPoints(monthlyRolling, "monthly"),
-      calendar: toPoints(monthlyCalendar, "monthly")
-    }
-  };
-
-  Object.values(chartData).forEach((group: any) => {
-    const arr = Array.isArray(group) ? group : group.rolling;
-    if (!arr?.length) return;
-
-    let max = arr[0];
-    for (const g of arr) {
-      if (g.amount > max.amount) max = g;
-    }
-    if (max.amount > 0) max.highlighted = true;
-  });
-
-  const topPayees = Object.entries(payeeMap)
-    .map(([name, amt]) => ({ payeeName: name, amount: amt }))
-    .sort((a, b) => b.amount - a.amount)
-    .slice(0, 5);
-
-  return { chartData, totalAmount, topPayees };
 }
 
 export const fetchAggregatedExpenses = () =>

src/utils/dateUtils.ts

@@ -1,33 +0,0 @@
-export const format = (d: Date) =>
-  `${d.getDate()} ${d.toLocaleString("default", { month: "short" })}`;
-
-export const startOfDay = (d: Date) => {
-  const x = new Date(d);
-  x.setHours(0, 0, 0, 0);
-  return x;
-};
-
-export const endOfDay = (d: Date) => {
-  const x = new Date(d);
-  x.setHours(23, 59, 59, 999);
-  return x;
-};
-
-export const getStartOfWeek = (d: Date) => {
-  const date = new Date(d);
-  const day = date.getDay() || 7;
-  if (day !== 1) date.setDate(date.getDate() - (day - 1));
-  return startOfDay(date);
-};
-
-export const shiftDate = (d: Date, days: number) =>
-  new Date(d.getTime() + days * 86400000);
-
-export const getWeekIndex = (date: Date) => {
-  const firstDay = new Date(date.getFullYear(), date.getMonth(), 1);
-  const firstWeekStart = getStartOfWeek(firstDay);
-  return Math.floor(
-    (startOfDay(date).getTime() - firstWeekStart.getTime()) /
-      (7 * 86400000)
-  );
-};

src/utils/periodBuilders.ts

@@ -1,178 +0,0 @@
-import {
-  format,
-  endOfDay,
-  getStartOfWeek,
-  shiftDate,
-  getWeekIndex
-} from "./dateUtils";
-
-export const buildDailyBuckets = (now: Date) => {
-  const buckets: Record<string, any> = {
-    Mon: { amount: 0, compare: 0 },
-    Tue: { amount: 0, compare: 0 },
-    Wed: { amount: 0, compare: 0 },
-    Thu: { amount: 0, compare: 0 },
-    Fri: { amount: 0, compare: 0 },
-    Sat: { amount: 0, compare: 0 },
-    Sun: { amount: 0, compare: 0 }
-  };
-
-  const weekStart = getStartOfWeek(now);
-  const weekEnd = endOfDay(new Date(weekStart.getTime() + 6 * 86400000));
-  const prevWeekStart = shiftDate(weekStart, -7);
-  const prevWeekEnd = shiftDate(weekEnd, -7);
-
-  return { buckets, weekStart, weekEnd, prevWeekStart, prevWeekEnd };
-};
-
-const getPrevMonthWeek = (start: Date) => {
-  const prevMonthDate = new Date(start);
-  prevMonthDate.setMonth(prevMonthDate.getMonth() - 1);
-
-  const prevMonthFirst = new Date(
-    prevMonthDate.getFullYear(),
-    prevMonthDate.getMonth(),
-    1
-  );
-
-  const prevFirstWeekStart = getStartOfWeek(prevMonthFirst);
-  const weekIndex = getWeekIndex(start);
-
-  const prevStart = new Date(
-    prevFirstWeekStart.getTime() + weekIndex * 7 * 86400000
-  );
-  const prevEnd = endOfDay(new Date(prevStart.getTime() + 6 * 86400000));
-
-  return { prevStart, prevEnd };
-};
-
-export const buildWeeklyRolling = (now: Date) => {
-  const arr: any[] = [];
-  const currentWeekStart = getStartOfWeek(now);
-
-  for (let i = 4; i >= 0; i--) {
-    const start = new Date(
-      currentWeekStart.getTime() - i * 7 * 86400000
-    );
-    const end = endOfDay(new Date(start.getTime() + 6 * 86400000));
-
-    const { prevStart, prevEnd } = getPrevMonthWeek(start);
-
-    arr.push({
-      label: `${format(start)} - ${format(end)}`,
-      start,
-      end,
-      amount: 0,
-      compare: 0,
-      prevStart,
-      prevEnd
-    });
-  }
-
-  return arr;
-};
-
-export const buildWeeklyCalendar = (now: Date) => {
-  const arr: any[] = [];
-
-  const startOfMonth = new Date(now.getFullYear(), now.getMonth(), 1);
-  const endOfMonth = new Date(now.getFullYear(), now.getMonth() + 1, 0);
-  const firstWeekStart = getStartOfWeek(startOfMonth);
-
-  const totalWeeks =
-    Math.ceil(
-      (endOfMonth.getTime() - firstWeekStart.getTime()) /
-        (7 * 86400000)
-    ) + 1;
-
-  for (let i = 0; i < totalWeeks; i++) {
-    const start = new Date(
-      firstWeekStart.getTime() + i * 7 * 86400000
-    );
-    const end = endOfDay(new Date(start.getTime() + 6 * 86400000));
-
-    const { prevStart, prevEnd } = getPrevMonthWeek(start);
-
-    arr.push({
-      label: `${format(start)} - ${format(end)}`,
-      start,
-      end,
-      amount: 0,
-      compare: 0,
-      prevStart,
-      prevEnd
-    });
-  }
-
-  return arr;
-};
-
-export const buildMonthlyRolling = (now: Date) => {
-  const arr: any[] = [];
-
-  for (let i = 11; i >= 0; i--) {
-    const d = new Date(now);
-    d.setMonth(d.getMonth() - i);
-
-    const start = new Date(d.getFullYear(), d.getMonth(), 1);
-    const end =
-      i === 0
-        ? endOfDay(now)
-        : endOfDay(new Date(d.getFullYear(), d.getMonth() + 1, 0));
-
-    const prevStart = new Date(start);
-    prevStart.setFullYear(prevStart.getFullYear() - 1);
-
-    let prevEnd = new Date(end);
-    prevEnd.setFullYear(prevEnd.getFullYear() - 1);
-
-    if (i === 0) {
-      prevEnd = new Date(prevStart);
-      prevEnd.setDate(now.getDate());
-      prevEnd = endOfDay(prevEnd);
-    }
-
-    arr.push({
-      label: `${d.toLocaleString("default", {
-        month: "short"
-      })}-${String(d.getFullYear()).slice(2)}`,
-      start,
-      end,
-      amount: 0,
-      compare: 0,
-      prevStart,
-      prevEnd
-    });
-  }
-
-  return arr;
-};
-
-export const buildMonthlyCalendar = (now: Date) => {
-  const arr: any[] = [];
-
-  for (let i = 0; i < 12; i++) {
-    const start = new Date(now.getFullYear(), i, 1);
-    const end = endOfDay(new Date(now.getFullYear(), i + 1, 0));
-
-    const prevStart = new Date(start);
-    prevStart.setFullYear(prevStart.getFullYear() - 1);
-
-    const prevEnd = new Date(end);
-    prevEnd.setFullYear(prevEnd.getFullYear() - 1);
-
-    arr.push({
-      label: `${start.toLocaleString("default", {
-        month: "short"
-      })}-${String(start.getFullYear()).slice(2)}`,
-      start,
-      end,
-      amount: 0,
-      compare: 0,
-      prevStart,
-      prevEnd
-    });
-  }
-
-  return arr;
-};