common component props

src/components/Dashboard/Dashboard.models.ts

@@ -16,6 +16,13 @@ export interface DashboardState {
   comparison: boolean;
 }
 
+export interface DashboardStateSetters {
+  setSelectedPeriodId: (id: DashboardSelectedPeriodId) => void;
+  setSelectedGroupKey: (groupKey: GroupKey | null) => void;
+  togglePeriodType: () => void;
+  toggleComparison: () => void;
+}
+
 export interface DashboardSection {
   id: string;
   title?: string;

src/components/Dashboard/Dashboard.tsx

@@ -1,6 +1,6 @@
 import * as React from "react";
 import DashboardView from "./Dashboard.view";
-import { DashboardProps, DashboardState } from "./Dashboard.models";
+import { DashboardProps, DashboardState, DashboardStateSetters } from "./Dashboard.models";
 
 export default function Dashboard(props: DashboardProps) {
   const [state, setState] = React.useState<DashboardState>({
@@ -49,16 +49,20 @@ export default function Dashboard(props: DashboardProps) {
     setState(prev => ({ ...prev, selectedGroupKey: groupKey }));
   };
 
+  const stateSetters: DashboardStateSetters = {
+    togglePeriodType,
+    toggleComparison,
+    setSelectedPeriodId,
+    setSelectedGroupKey,
+  };
+
   return (
     <DashboardView
       {...props}
       state={state}
       setState={setState}
       toggleFlow={toggleFlow}
-      togglePeriodType={togglePeriodType}
-      toggleComparison={toggleComparison}
-      setSelectedPeriodId={setSelectedPeriodId}
-      setSelectedGroupKey={setSelectedGroupKey}
+      stateSetters={stateSetters}
     />
   );
 }

src/components/Dashboard/Dashboard.view.tsx

@@ -10,16 +10,13 @@ import {
 } from "@mui/material";
 import { useTheme, alpha } from "@mui/material/styles";
 import { GroupKey } from "../../features/report";
-import { DashboardProps, DashboardState } from "./Dashboard.models";
+import { DashboardProps, DashboardState, DashboardStateSetters } 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;
+  stateSetters: DashboardStateSetters;
 }
 
 export default function DashboardView({
@@ -28,14 +25,12 @@ export default function DashboardView({
   state,
   setState,
   toggleFlow,
-  togglePeriodType,
-  toggleComparison,
-  setSelectedPeriodId,
-  setSelectedGroupKey,
+  stateSetters,
 }: ViewProps) {
   const theme = useTheme();
   const themeMode = theme.palette.mode;
-  const { flow, periodType, comparison, selectedPeriodId, selectedGroupKey } = state;
+  const { flow, selectedGroupKey } = state;
+  const { setSelectedGroupKey } = stateSetters;
 
   // Resolve colors with fallbacks
   const colors = React.useMemo(() => {
@@ -121,17 +116,8 @@ export default function DashboardView({
                 colorScheme={colors}
 
                 // State management
-                flow={flow}
-
-                periodType={periodType}
-                comparison={comparison}
-                selectedPeriodId={selectedPeriodId}
-                selectedGroupKey={selectedGroupKey}
-
-                togglePeriodType={togglePeriodType}
-                toggleComparison={toggleComparison}
-                setSelectedPeriodId={setSelectedPeriodId}
-                setSelectedGroupKey={setSelectedGroupKey}
+                state={state}
+                stateSetters={stateSetters}
                 isFetching={arguments[0].isFetching}
               />
             </Grid>

src/components/HistoryChart/HistoryChart.models.ts

@@ -1,9 +1,4 @@
-import {
-  DashboardFlow,
-  DashboardPeriodType,
-  DashboardSelectedPeriodId
-} from "../Dashboard";
-import { ReportData } from "../../features/report";
+import { ComponentProps } from "../report.props";
 
 export interface _ChartDataPoint {
   id: string;
@@ -16,27 +11,6 @@ export interface ChartDataPoint extends _ChartDataPoint {
   compare?: _ChartDataPoint;
 }
 
-export interface HistoryChartProps {
-  header: string;
-  summary?: string;
+export interface HistoryChartProps extends ComponentProps {
   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.tsx

@@ -7,12 +7,13 @@ export default function HistoryChart(props: HistoryChartProps) {
   const {
     tabs,
     reportData,
-    flow,
-    comparison,
-    selectedPeriodId,
-    setSelectedPeriodId
+    state,
+    stateSetters,
   } = props;
 
+  const { flow, comparison, selectedPeriodId } = state;
+  const { setSelectedPeriodId } = stateSetters;
+
   const [activeTab, setActiveTab] = React.useState<string>(tabs[0] || "");
   const [startIndex, setStartIndex] = React.useState(0);
 

src/components/HistoryChart/HistoryChart.view.tsx

@@ -35,14 +35,8 @@ export default function HistoryChartView(props: ViewProps) {
     tabs,
     colorScheme,
 
-    flow,
-    periodType,
-    selectedPeriodId,
-    comparison,
-
-    togglePeriodType,
-    setSelectedPeriodId,
-    toggleComparison,
+    state,
+    stateSetters,
 
     activeTab,
     setActiveTab,
@@ -55,6 +49,9 @@ export default function HistoryChartView(props: ViewProps) {
     activeDataKey,
   } = props;
 
+  const { flow, periodType, selectedPeriodId, comparison } = state;
+  const { togglePeriodType, setSelectedPeriodId, toggleComparison } = stateSetters;
+
   const theme = useTheme();
   const isDark = theme.palette.mode === "dark";
 

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,
-  selectedGroupKey: GroupKey | null,
+  selectedPeriodId: string | null | undefined,
+  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.tsx

@@ -1,27 +1,19 @@
 import * as React from "react";
-import { ReportData, GroupKey } from "../../features/report";
+import { ComponentProps } from "../report.props";
 import { buildLatestItems } from "./LatestItems.adapter";
 import LatestItemsView from "./LatestItems.view";
 
-type Props = {
-  reportData: ReportData;
-  flow: "outflows" | "inflows";
-  header: string;
-  selectedPeriodId: string | null;
-  selectedGroupKey?: GroupKey | null;
-  accentColor: string;
-  isFetching?: boolean;
-};
+type Props = ComponentProps;
 
 export default function LatestItems({
   reportData,
-  flow,
+  state,
+  stateSetters,
   header,
-  selectedPeriodId,
-  selectedGroupKey = null,
-  accentColor,
+  accentColor = "",
   isFetching,
 }: Props) {
+  const { flow, selectedPeriodId, selectedGroupKey } = state;
   const [visibleCount, setVisibleCount] = React.useState(5);
 
   const allItems = React.useMemo(() => {

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 = [];
-
-  if (selectedPeriodId) {
-    const key = periodIdToKey(selectedPeriodId);
-    const periods = mergeBucketPeriods(reportData.buckets, key);
-    const selected = periods.find((p) => p.id === selectedPeriodId);
-    if (selected) {
-      targetPeriods.push(selected);
+  const { items, total } = aggregateTransactions(txns, (txn) => {
+    if (txn.payee && txn.payee.name) {
+      return [txn.payee.name];
     }
-  } else {
-    // 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 [];
+  });
 
   return {
-    items: items.slice(0, 4), // Top 4
+    items,
     total,
   };
 }

src/components/ProgressCard/TopPayees.tsx

@@ -1,30 +1,24 @@
 import * as React from "react";
 import { Box, Paper, Typography } from "@mui/material";
-import { ReportData, GroupKey } from "../../features/report";
+import { ComponentProps } from "../report.props";
 import ProgressCard from "./ProgressCard";
 import { extractTopPayees } from "./TopPayees.adapter";
 
-type Props = {
-  reportData: ReportData;
-  flow: "outflows" | "inflows";
-  header: string;
-  selectedPeriodId?: string | null;
-  selectedGroupKey?: GroupKey | null;
-  setSelectedGroupKey?: (key: GroupKey | null) => void;
+interface Props extends ComponentProps {
   compact?: boolean;
-  isFetching?: boolean;
-};
+}
 
 export default function TopPayees({
   reportData,
-  flow,
+  state,
+  stateSetters,
   header,
-  selectedPeriodId,
-  selectedGroupKey,
-  setSelectedGroupKey,
   compact = true,
   isFetching,
 }: Props) {
+  const { flow, selectedPeriodId, selectedGroupKey } = state;
+  const { setSelectedGroupKey } = stateSetters;
+
   const { items, total } = React.useMemo(() => {
     return extractTopPayees(reportData, flow, selectedPeriodId, selectedGroupKey);
   }, [reportData, flow, selectedPeriodId, selectedGroupKey]);

src/components/ProgressCard/TopTags.adapter.ts

@@ -1,11 +1,9 @@
-import { ReportData } from "../../features/report";
+import { ReportData, GroupKey } from "../../features/report";
 import {
-  mergeBucketPeriods,
-  periodIdToKey,
+  extractFilteredTransactions,
+  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";
-  if (selectedPeriodId) {
-    periodKey = periodIdToKey(selectedPeriodId);
-  }
-
-  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)
-      );
+  const { items, total } = aggregateTransactions(txns, (txn) => {
+    if (txn.tags && txn.tags.length > 0) {
+      return txn.tags.map((t) => (typeof t === "string" ? t : t.name));
     }
+    return ["Untagged"];
+  });
 
-    for (const txn of txns) {
-      if (txn.tags && txn.tags.length > 0) {
-        for (const tagObj of txn.tags) {
-          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 };
+  return {
+    items: items.map((item) => ({ tag: item.name, amount: item.amount })),
+    total,
+  };
 }

src/components/ProgressCard/TopTags.tsx

@@ -1,30 +1,24 @@
 import * as React from "react";
 import { Box, Paper, Typography } from "@mui/material";
-import { ReportData, GroupKey } from "../../features/report";
+import { ComponentProps } from "../report.props";
 import ProgressCard from "./ProgressCard";
 import { extractTopTags } from "./TopTags.adapter";
 
-type Props = {
-  reportData: ReportData;
-  flow: "outflows" | "inflows";
-  header: string;
-  selectedPeriodId?: string | null;
-  selectedGroupKey?: GroupKey | null;
-  setSelectedGroupKey?: (key: GroupKey | null) => void;
+interface Props extends ComponentProps {
   compact?: boolean;
-  isFetching?: boolean;
-};
+}
 
 export default function TopTags({
   reportData,
-  flow,
+  state,
+  stateSetters,
   header,
-  selectedPeriodId,
-  selectedGroupKey,
-  setSelectedGroupKey,
   compact = true,
   isFetching,
 }: Props) {
+  const { flow, selectedPeriodId, selectedGroupKey } = state;
+  const { setSelectedGroupKey } = stateSetters;
+
   const { items, total } = React.useMemo(() => {
     return extractTopTags(reportData, flow, selectedPeriodId, selectedGroupKey);
   }, [reportData, flow, selectedPeriodId, selectedGroupKey]);

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/components/report.props.ts

@@ -0,0 +1,17 @@
+import { ReportData } from "../features/report";
+import { DashboardState, DashboardStateSetters } from "./Dashboard";
+
+export interface ComponentProps {
+  reportData: ReportData;
+  state: DashboardState;
+  stateSetters: DashboardStateSetters;
+  isFetching?: boolean;
+  header: string;
+  summary?: string;
+  accentColor?: string;
+  colorScheme?: {
+    primary: string;
+    light: string;
+    text: string;
+  };
+}