report-fetch-request-ui (#7)
## MR: Fetch Request Pipeline, Report Snapshots, and Admin Filtering
### Summary
Adds fetch request pipeline UI, report snapshot manager, snapshot selector on dashboard, and client-side in-memory filtering for the admin panel. Also overhauls the Home page with feature cards and adds navigation links.
### Changes
**New Pages**
- `/fetch-requests` — Upload bank statements (two-step: upload file, then configure source) or configure email ingestion. Table shows fingerprint (with copy), source type, account, status (color-coded chip), and created date.
- `/reports` — Generate cached report snapshots with filters (ignore self, date range, amount range). Table shows snapshot ID (with copy), creation time, and query summary chips.
**Dashboard**
- Snapshot selector autocomplete dropdown (formatted "Snapshot from {date}"), passes `snapshot_id` to `useReport`
- Styled to match other filter controls (caption above, auto-height)
**Admin — In-Memory Filtering**
- `FilterBar` component: collapsible, Dashboard-style column layout with caption + autocomplete/range/date inputs per filterable field
- `FilterAutocomplete` component: multi-select, free solo, checkmark ticks, selected-first sort frozen while dropdown open (prevents scroll reset)
- `applyClientFilters` in `ResourceView`: handles number range, datetime range, array (object/string elements), non-relation objects, boolean, primitive exact match
- Config-driven via `filterOptions: { mode: "client", fields: [...] }` in `openapi-config.ts`
- Mobile view: each filter takes full width (`flex: "0 0 100%"`), no horizontal squeeze
- `rowCount` omitted in client pagination mode (suppresses MUI X warning)
**Navigation & Home**
- Header nav links: Dashboard, Fetch, Reports
- Home page redesign: gradient hero, "Import Data" CTA, 4 feature cards (Dashboard, Fetch Requests, Report Snapshots, Admin) with accent-colored hover effects
**React-OpenAPI Library**
- `filterOptions` (mode + fields) on `ResourceOverride` and `ResourceConfig` types
- `EnhancedTable` mobile pagination (10 per page with Prev/Next, prevents browser hang with 10000 records)
- `useResource` accepts `filterOptions` from loader
**Misc**
- `public/favicon.png` added, proper `image/png` type in index.html
- 24 files changed, ~1541 insertions, ~100 deletions
### Files Changed (24)
| File | Change |
|------|--------|
| `src/FetchRequests.tsx` | +336 — new page |
| `src/ReportSnapshots.tsx` | +273 — new page |
| `src/features/fetch-requests/` | +96 — models, hooks, index |
| `src/features/report-snapshots/` | +40 — models, hooks, index |
| `src/Dashboard.tsx` | +58 — snapshot selector |
| `src/Home.tsx` | +224 — redesign with feature cards |
| `src/Header.tsx` | +26 — nav links |
| `src/main.jsx` | +4 — routes |
| `react-openapi/components/FilterBar.tsx` | +313 — new component |
| `react-openapi/components/ResourceView.tsx` | +151 — client filtering |
| `react-openapi/components/EnhancedTable.tsx` | +62 — mobile pagination |
| `react-openapi/types/config.ts` | +7 — filterOptions type |
| `react-openapi/types/overrides.ts` | +5 — filterOptions type |
| `react-openapi/utils/openapi_loader.ts` | +8 — load filterOptions |
| `react-openapi/hooks/useResource.ts` | +6 — filterOptions passthrough |
| `react-openapi/index.ts` | +3 — exports |
| `src/openapi-config.ts` | +15 — expenses config |
| `src/features/report/useReport.ts` | +13 — snapshot_id support |
| `index.html` | +1 — favicon link |
| `public/favicon.png` | +2910 bytes |
Reviewed-on: #7
Co-authored-by: Vishesh 'ironeagle' Bangotra <aetoskia@gmail.com>
Co-committed-by: Vishesh 'ironeagle' Bangotra <aetoskia@gmail.com>
This commit is contained in:
@@ -23,6 +23,18 @@ import {
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useReport,
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prepareReport,
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} from "./features/report";
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import { useResourceByName } from "../react-openapi";
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function formatSnapshotDate(iso: string) {
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const d = new Date(iso);
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return d.toLocaleString(undefined, {
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year: "numeric",
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month: "short",
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day: "numeric",
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hour: "2-digit",
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minute: "2-digit",
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});
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}
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export default function Dashboard() {
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const [state, setState] = React.useState<DashboardState>({
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@@ -42,7 +54,28 @@ export default function Dashboard() {
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const [loadedPayees, setLoadedPayees] = React.useState<string[]>([]);
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const [loadedTags, setLoadedTags] = React.useState<string[]>([]);
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const [selectedSnapshotId, setSelectedSnapshotId] = React.useState<string | null>(null);
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const { data: snapshotsData } = useResourceByName("reports").useList();
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const snapshotOptions = React.useMemo(() => {
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const options: { label: string; value: string | null }[] = [
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{ label: "Latest (auto)", value: null },
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];
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if (snapshotsData?.data) {
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for (const snap of snapshotsData.data) {
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options.push({
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label: `Snapshot from ${formatSnapshotDate(snap.created_at)}`,
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value: snap.snapshot_id,
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});
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}
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}
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return options;
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}, [snapshotsData]);
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const selectedSnapshotOption = snapshotOptions.find((o) => o.value === selectedSnapshotId) ?? snapshotOptions[0];
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const report = useReport({
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snapshot_id: selectedSnapshotId ?? undefined,
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periods: ["daily", "weekly", "monthly", "all"],
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flow: state.flow,
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payee: appliedPayees.length > 0 ? appliedPayees : undefined,
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@@ -50,10 +83,10 @@ export default function Dashboard() {
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});
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React.useEffect(() => {
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if (report.data?.data) {
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if (report.data) {
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setLoadedPayees(prev => {
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const pSet = new Set<string>(prev);
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report.data.data.buckets.forEach((b: any) => {
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report.data.buckets.forEach((b: any) => {
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Object.values(b.periods).forEach((periodArray: any) => {
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periodArray?.forEach((p: any) => {
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p.metric?.transactions?.forEach((t: any) => {
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@@ -67,7 +100,7 @@ export default function Dashboard() {
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setLoadedTags(prev => {
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const tSet = new Set<string>(prev);
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report.data.data.buckets.forEach((b: any) => {
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report.data.buckets.forEach((b: any) => {
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Object.values(b.periods).forEach((periodArray: any) => {
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periodArray?.forEach((p: any) => {
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p.metric?.transactions?.forEach((t: any) => {
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@@ -79,7 +112,7 @@ export default function Dashboard() {
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return Array.from(tSet).sort();
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});
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}
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}, [report.data?.data]);
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}, [report.data]);
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const toggleFlow =
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React.useCallback(() => {
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@@ -219,7 +252,7 @@ export default function Dashboard() {
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return null;
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}
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const data = prepareReport(report.data.data);
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const data = prepareReport(report.data);
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return (
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<Box>
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<Container>
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@@ -265,6 +298,21 @@ export default function Dashboard() {
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sx={{ '& .MuiOutlinedInput-root': { height: 'auto', minHeight: '2.5rem', py: 0.5 } }}
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/>
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</Box>
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<Box sx={{ display: 'flex', flexDirection: 'column', minWidth: { sm: 220 } }}>
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<Box sx={{ typography: 'caption', mb: 1, color: 'text.secondary' }}>
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Snapshot
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</Box>
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<Autocomplete
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options={snapshotOptions}
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value={selectedSnapshotOption}
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onChange={(_, option) => setSelectedSnapshotId(option?.value ?? null)}
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getOptionLabel={(o) => o.label}
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isOptionEqualToValue={(o, v) => o.value === v.value}
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renderInput={(params) => <TextField {...params} placeholder="Select snapshot..." />}
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sx={{ '& .MuiOutlinedInput-root': { height: 'auto', minHeight: '2.5rem', py: 0.5 } }}
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/>
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</Box>
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<Button
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variant="contained"
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size="large"
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