Reports frontend — spec-driven generate form, sliceable viewer, dimension bars (#16)

# MR: Reports frontend — spec-driven generate form, sliceable viewer, dimension bars

**Branch:** `cached-reporting` → **Target:** `main`

## Summary

Reports UI rebuilt to treat the backend OpenAPI spec as the source of truth: the
generate-report form renders generically from `ReportQuery`, and the viewer displays
API-computed metrics verbatim instead of recomputing them client-side.

## Changes

### react-openapi (library)
- `MultiEnumField` renderer for array-of-enum fields; dispatch branch in
  `FormFieldRenderer`
- `useFkFieldOptions` hook + `FKFieldConfig.value` (FK options keyed by a non-PK
  field — accounts resolve by `name`)
- `FieldConfig.defaultValue` seeding in `extractFields`; enum lift for
  `items.enum` arrays; sanitize-payload bypasses FK resolution when `fk.value` is set

### Reports page
- **GenerateReportPanel**: rewritten (~275 → ~110 lines) — fields extracted from the
  served `ReportQuery` schema (labels, order, defaults, multi-enum, account picker);
  server-side validation only
- **ReportViewer**:
  - Period groups built from cube buckets keyed by canonical `period_id`; buckets
    merged per period (disjoint slices), txn ids deduped
  - Cards/bars/metric strips read `metrics` verbatim (outflows/inflows/sum/count/
    avg/min/max/cadence/frequency); Net = one subtraction at render
  - Dimension-switchable bar strip (Period / Payees / Tags): segmented pill control
    with sliding indicator; pills disabled when the report has ≤1 distinct value;
    top-10 bars in a fixed view paged by chevrons (hidden scrollbar)
  - Active dim requests the full distribution via `payee=*` / `tags=*` when its own
    filter is unselected; explicit selections always slice normally
- **TransactionList**: shared component with optional `groups` prop (API periods +
  metrics) used by the viewer; Expense page keeps the client-side fallback path;
  group strip shows Sum · Avg · Min · Max · Cadence (or Frequency /day when
  cadence < 1)

### Fixes
- Strict DD-MM-YYYY parsing (`parseOccurredAt`) in period merges and date ordering —
  `new Date()` mis-read dates as MM-DD-YYYY and corrupted merged cadence
  (Aug Zomato: 12.89 days displayed vs 0.76 actual)
- Bar widths magnitude-based so all-outflow slices render at proper width

Reviewed-on: #16
Co-authored-by: Vishesh 'ironeagle' Bangotra <aetoskia@gmail.com>
Co-committed-by: Vishesh 'ironeagle' Bangotra <aetoskia@gmail.com>
This commit is contained in:
2026-08-21 14:16:35 +00:00
committed by aetos
parent 25ec534597
commit 2add23efe7
25 changed files with 1932 additions and 254 deletions

View File

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import type { ExpenseItem } from "../types";
import { dateLabel, monthKey, monthLabel, parseOccurredAt } from "./dates";
export function isExpense(item: ExpenseItem): boolean {
return (item.amount ?? 0) < 0;
}
export interface DateGroup {
date: string;
label: string;
items: ExpenseItem[];
}
export function groupByDate(items: ExpenseItem[]): DateGroup[] {
const sorted = [...items].sort(
(a, b) => parseOccurredAt(b.occurred_at).getTime() - parseOccurredAt(a.occurred_at).getTime(),
);
const map = new Map<string, ExpenseItem[]>();
for (const item of sorted) {
const key = item.occurred_at ?? "";
const list = map.get(key) ?? [];
list.push(item);
map.set(key, list);
}
return [...map.entries()].map(([date, list]) => ({
date,
label: dateLabel(date),
items: list,
}));
}
export type PeriodGranularity = "weekly" | "monthly" | "quarterly" | "yearly";
export interface PeriodGroup {
key: string;
label: string;
items: ExpenseItem[];
spent: number;
income: number;
currency: string;
}
/** Metrics verbatim from the API's ReportMetrics (camelCased). */
export interface ListGroupMetrics {
sum: number;
count: number;
avg: number | null;
min: number | null;
max: number | null;
cadence: number | null;
frequency: number | null;
}
export interface ListPeriodGroup extends PeriodGroup {
metrics?: ListGroupMetrics;
}
function isoWeekKey(d: Date): string {
const date = new Date(Date.UTC(d.getFullYear(), d.getMonth(), d.getDate()));
const day = date.getUTCDay() || 7;
date.setUTCDate(date.getUTCDate() + 4 - day);
const yearStart = new Date(Date.UTC(date.getUTCFullYear(), 0, 1));
const week = Math.ceil(((date.getTime() - yearStart.getTime()) / 86400000 + 1) / 7);
return `${date.getUTCFullYear()}-W${String(week).padStart(2, "0")}`;
}
function quarterKey(d: Date): string {
return `${d.getFullYear()}-Q${Math.floor(d.getMonth() / 3) + 1}`;
}
export function periodKey(value: string | undefined, granularity: PeriodGranularity): string {
const d = parseOccurredAt(value);
switch (granularity) {
case "weekly":
return isoWeekKey(d);
case "quarterly":
return quarterKey(d);
case "yearly":
return String(d.getFullYear());
default:
return monthKey(value);
}
}
export function periodLabel(key: string, granularity: PeriodGranularity): string {
switch (granularity) {
case "weekly":
case "yearly":
return key;
case "quarterly": {
const [y, q] = key.split("-Q");
return `Q${q} ${y}`;
}
default:
return monthLabel(key);
}
}
export function groupByPeriod(items: ExpenseItem[], granularity: PeriodGranularity = "monthly"): PeriodGroup[] {
const map = new Map<string, ExpenseItem[]>();
for (const item of items) {
const key = periodKey(item.occurred_at, granularity);
const list = map.get(key) ?? [];
list.push(item);
map.set(key, list);
}
return [...map.entries()]
.map(([key, list]) => {
const sorted = [...list].sort(
(a, b) => parseOccurredAt(b.occurred_at).getTime() - parseOccurredAt(a.occurred_at).getTime(),
);
const currency = sorted.find((it) => it.account?.currency)?.account?.currency ?? "INR";
const spent = sorted.filter(isExpense).reduce((sum, it) => sum + Math.abs(it.amount ?? 0), 0);
const income = sorted.filter((it) => !isExpense(it)).reduce((sum, it) => sum + (it.amount ?? 0), 0);
return { key, label: periodLabel(key, granularity), items: sorted, spent, income, currency };
})
.sort((a, b) => b.key.localeCompare(a.key));
}
export interface TxnMetrics {
sum: number;
count: number;
avg: number | null;
min: number | null;
max: number | null;
cadenceDays: number | null;
frequency: number | null;
}
/** Mirrors backend ReportMetrics.compute_metrics over a list of transactions. */
export function computeTxnMetrics(items: ExpenseItem[]): TxnMetrics {
const amounts = items.filter((it) => typeof it.amount === "number").map((it) => it.amount as number);
const empty = { sum: 0, count: 0, avg: null, min: null, max: null, cadenceDays: null, frequency: null };
if (amounts.length === 0) {
return empty;
}
const dates = items
.map((it) => it.occurred_at)
.filter((d): d is string => !!d)
.map((d) => parseOccurredAt(d).getTime())
.sort((a, b) => a - b);
const sum = amounts.reduce((s, a) => s + a, 0);
let cadenceDays: number | null = null;
if (dates.length >= 2) {
const gaps: number[] = [];
for (let i = 0; i < dates.length - 1; i += 1) {
gaps.push((dates[i + 1] - dates[i]) / 86400000);
}
cadenceDays = Math.round((gaps.reduce((s, g) => s + g, 0) / gaps.length) * 100) / 100;
}
const frequency = cadenceDays != null && cadenceDays > 0 ? Math.round((1 / cadenceDays) * 100) / 100 : null;
return {
sum,
count: amounts.length,
avg: sum / amounts.length,
min: Math.min(...amounts),
max: Math.max(...amounts),
cadenceDays,
frequency,
};
}