rolling and calender toggle
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@@ -36,8 +36,8 @@ export default function Dashboard() {
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income: null
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});
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const [mode, setMode] =
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React.useState<"expense" | "income">("expense");
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const [mode, setMode] = React.useState<"expense" | "income">("expense");
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const [period, setPeriod] = React.useState<"rolling" | "calendar">("rolling");
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const [loading, setLoading] = React.useState(true);
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const [error, setError] = React.useState<string | null>(null);
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@@ -56,8 +56,8 @@ export default function Dashboard() {
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] = await Promise.all([
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fetchLatestTransactions("expense"),
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fetchLatestTransactions("income"),
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fetchAggregatedExpenses(),
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fetchAggregatedIncome()
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fetchAggregatedExpenses(period),
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fetchAggregatedIncome(period)
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]);
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setLatest({
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@@ -79,7 +79,7 @@ export default function Dashboard() {
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}
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loadData();
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}, []);
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}, [period]);
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const currentData = aggregated[mode];
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const currentLatest = latest[mode];
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@@ -132,6 +132,8 @@ export default function Dashboard() {
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summary="Interactive chronological tracking"
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tabs={["Daily", "Weekly", "Monthly"]}
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data={currentData?.chartData || {}}
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period={period}
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onPeriodChange={setPeriod}
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/>
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</Grid>
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</Grid>
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@@ -13,6 +13,8 @@ export interface HistoryChartProps {
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summary?: string;
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tabs: string[];
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data: Record<string, ChartDataPoint[]>;
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period: "rolling" | "calendar",
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onPeriodChange: (mode: "rolling" | "calendar") => void;
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}
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export default function HistoryChart({
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@@ -20,6 +22,8 @@ export default function HistoryChart({
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summary,
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tabs,
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data,
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period,
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onPeriodChange,
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}: HistoryChartProps) {
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const [activeTab, setActiveTab] = React.useState<string>(tabs[0] || "");
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@@ -102,6 +106,22 @@ export default function HistoryChart({
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))}
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</ToggleButtonGroup>
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<ToggleButtonGroup
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value={period}
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exclusive
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onChange={(_, v) => v && onPeriodChange(v)}
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size="small"
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sx={{ mb: 2 }}
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>
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<ToggleButton value="rolling">Rolling</ToggleButton>
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<ToggleButton
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value="calendar"
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disabled={activeTab.toLowerCase() === "daily"}
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>
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Calendar
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</ToggleButton>
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</ToggleButtonGroup>
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{/* Chart Area */}
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{currentData.length > 0 ? (
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<Box sx={{ display: "flex", alignItems: "flex-end", height: 200, mt: 4, position: 'relative' }}>
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@@ -80,7 +80,8 @@ export interface AggregatedDashboardData {
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// ---------------- AGGREGATION ----------------
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// ---------------- AGGREGATION ----------------
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export async function fetchAggregatedData(
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type: "expense" | "income"
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type: "expense" | "income",
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mode: "rolling" | "calendar" = "rolling"
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): Promise<AggregatedDashboardData> {
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const res = await api.get("/expenses", { params: { limit: 0 } });
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const all: any[] = res.data?.items || res.data || [];
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@@ -105,56 +106,76 @@ export async function fetchAggregatedData(
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const weekEnd = endOfDay(new Date(weekStart.getTime() + 6 * 86400000));
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// ---------------- MONTH (rolling 5 weeks, Mon–Sun aligned) ----------------
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const weeklyBuckets: {
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label: string;
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start: Date;
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end: Date;
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amount: number;
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}[] = [];
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const weeklyBuckets = [];
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const currentWeekStart = getStartOfWeek(now);
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if (mode === "rolling") {
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const currentWeekStart = getStartOfWeek(now);
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for (let i = 0; i < 5; i++) {
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const start = new Date(currentWeekStart.getTime() - i * 7 * 86400000);
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const end = endOfDay(new Date(start.getTime() + 6 * 86400000));
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for (let i = 0; i < 5; i++) {
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const start = new Date(currentWeekStart.getTime() - i * 7 * 86400000);
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const end = endOfDay(new Date(start.getTime() + 6 * 86400000));
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weeklyBuckets.push({
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label: `${format(start)} - ${format(end)}`,
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start,
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end,
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amount: 0
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});
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weeklyBuckets.push({
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label: `${format(start)} - ${format(end)}`,
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start,
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end,
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amount: 0
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});
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}
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} else {
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// calendar weeks within current month
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const startOfMonth = new Date(now.getFullYear(), now.getMonth(), 1);
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let cursor = getStartOfWeek(startOfMonth);
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while (cursor <= now) {
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const start = new Date(cursor);
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const end = endOfDay(new Date(start.getTime() + 6 * 86400000));
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weeklyBuckets.push({
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label: `${format(start)} - ${format(end)}`,
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start,
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end,
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amount: 0
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});
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cursor = new Date(cursor.getTime() + 7 * 86400000);
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}
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}
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// ---------------- YEAR (rolling 12 months) ----------------
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const monthlyBuckets: {
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label: string;
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start: Date;
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end: Date;
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amount: number;
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}[] = [];
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const monthlyBuckets = [];
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for (let i = 0; i < 12; i++) {
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const d = new Date(now);
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d.setMonth(d.getMonth() - i);
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if (mode === "rolling") {
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for (let i = 0; i < 12; i++) {
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const d = new Date(now);
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d.setMonth(d.getMonth() - i);
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const start = new Date(d.getFullYear(), d.getMonth(), 1);
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const start = new Date(d.getFullYear(), d.getMonth(), 1);
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const end =
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i === 0
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? endOfDay(now) // current month → till now
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: endOfDay(new Date(d.getFullYear(), d.getMonth() + 1, 0));
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const end =
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i === 0
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? endOfDay(now) // current month → till now
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: endOfDay(new Date(d.getFullYear(), d.getMonth() + 1, 0));
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monthlyBuckets.push({
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label: `${d.toLocaleString("default", { month: "short" })}-${String(d.getFullYear()).slice(2)}`,
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start,
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end,
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amount: 0
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});
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}
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} else {
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// calendar year (Jan → current month)
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for (let i = 0; i <= now.getMonth(); i++) {
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const start = new Date(now.getFullYear(), i, 1);
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const end = endOfDay(new Date(now.getFullYear(), i + 1, 0));
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const label = `${d.toLocaleString("default", {
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month: "short"
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})}-${String(d.getFullYear()).slice(2)}`;
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monthlyBuckets.push({
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label,
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start,
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end,
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amount: 0
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});
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monthlyBuckets.push({
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label: `${start.toLocaleString("default", { month: "short" })}-${String(start.getFullYear()).slice(2)}`,
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start,
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end,
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amount: 0
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});
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}
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}
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// ---------------- LOOP ----------------
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@@ -231,8 +252,12 @@ export async function fetchAggregatedData(
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}
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// ---------------- EXPORTS ----------------
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export const fetchAggregatedExpenses = () =>
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fetchAggregatedData("expense");
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export const fetchAggregatedExpenses = (
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mode: "rolling" | "calendar"
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) =>
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fetchAggregatedData("expense", mode);
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export const fetchAggregatedIncome = () =>
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fetchAggregatedData("income");
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export const fetchAggregatedIncome = (
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mode: "rolling" | "calendar"
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) =>
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fetchAggregatedData("income", mode);
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