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:
@@ -9,6 +9,7 @@
|
|||||||
rel="stylesheet"
|
rel="stylesheet"
|
||||||
href="https://fonts.googleapis.com/css2?family=Roboto:wght@300;400;500;700&display=swap"
|
href="https://fonts.googleapis.com/css2?family=Roboto:wght@300;400;500;700&display=swap"
|
||||||
/>
|
/>
|
||||||
|
<link rel="icon" type="image/png" href="/favicon.png" />
|
||||||
<title>khata - Aetoskia</title>
|
<title>khata - Aetoskia</title>
|
||||||
</head>
|
</head>
|
||||||
<body>
|
<body>
|
||||||
|
|||||||
BIN
public/favicon.png
Normal file
BIN
public/favicon.png
Normal file
Binary file not shown.
|
After Width: | Height: | Size: 2.8 KiB |
@@ -49,8 +49,8 @@ export default function EnhancedTable({
|
|||||||
config,
|
config,
|
||||||
data,
|
data,
|
||||||
total,
|
total,
|
||||||
paginationModel,
|
paginationModel: externalPaginationModel,
|
||||||
onPaginationModelChange,
|
onPaginationModelChange: externalOnPaginationModelChange,
|
||||||
loading = false,
|
loading = false,
|
||||||
onEdit,
|
onEdit,
|
||||||
onDelete,
|
onDelete,
|
||||||
@@ -61,6 +61,14 @@ export default function EnhancedTable({
|
|||||||
const isMobile = useMediaQuery(theme.breakpoints.down('md'));
|
const isMobile = useMediaQuery(theme.breakpoints.down('md'));
|
||||||
const navigate = useNavigate();
|
const navigate = useNavigate();
|
||||||
|
|
||||||
|
const isServer = config.filterOptions?.mode !== "client";
|
||||||
|
const [internalPaginationModel, setInternalPaginationModel] = React.useState<GridPaginationModel>({
|
||||||
|
page: 0,
|
||||||
|
pageSize: 10,
|
||||||
|
});
|
||||||
|
const paginationModel = isServer ? externalPaginationModel : internalPaginationModel;
|
||||||
|
const onPaginationModelChange = isServer ? externalOnPaginationModelChange : setInternalPaginationModel;
|
||||||
|
|
||||||
const columns: GridColDef[] = React.useMemo(() => {
|
const columns: GridColDef[] = React.useMemo(() => {
|
||||||
const cols: GridColDef[] = Object.entries(config.fields).map(([key, field]) => {
|
const cols: GridColDef[] = Object.entries(config.fields).map(([key, field]) => {
|
||||||
let muiType: 'string' | 'number' | 'boolean' | 'date' | 'dateTime' | 'singleSelect' = 'string';
|
let muiType: 'string' | 'number' | 'boolean' | 'date' | 'dateTime' | 'singleSelect' = 'string';
|
||||||
@@ -122,6 +130,15 @@ export default function EnhancedTable({
|
|||||||
return cols;
|
return cols;
|
||||||
}, [config, onDelete, navigate, onNavigateToResource]);
|
}, [config, onDelete, navigate, onNavigateToResource]);
|
||||||
|
|
||||||
|
const mobilePageSize = 10;
|
||||||
|
const [mobilePage, setMobilePage] = React.useState(0);
|
||||||
|
const mobileTotalPages = Math.ceil(data.length / mobilePageSize) || 1;
|
||||||
|
const mobileData = data.slice(mobilePage * mobilePageSize, (mobilePage + 1) * mobilePageSize);
|
||||||
|
|
||||||
|
React.useEffect(() => {
|
||||||
|
if (mobilePage >= mobileTotalPages) setMobilePage(0);
|
||||||
|
}, [data.length, mobilePage, mobileTotalPages]);
|
||||||
|
|
||||||
if (isMobile) {
|
if (isMobile) {
|
||||||
return (
|
return (
|
||||||
<Box>
|
<Box>
|
||||||
@@ -132,7 +149,7 @@ export default function EnhancedTable({
|
|||||||
</Button>
|
</Button>
|
||||||
</Box>
|
</Box>
|
||||||
<Box sx={{ display: 'flex', flexDirection: 'column', gap: 2 }}>
|
<Box sx={{ display: 'flex', flexDirection: 'column', gap: 2 }}>
|
||||||
{data.map((row) => (
|
{mobileData.map((row) => (
|
||||||
<Box key={row[config.primaryKey] || Math.random()}>
|
<Box key={row[config.primaryKey] || Math.random()}>
|
||||||
<MobileCardRow
|
<MobileCardRow
|
||||||
row={row}
|
row={row}
|
||||||
@@ -145,6 +162,17 @@ export default function EnhancedTable({
|
|||||||
</Box>
|
</Box>
|
||||||
))}
|
))}
|
||||||
</Box>
|
</Box>
|
||||||
|
<Box sx={{ display: 'flex', justifyContent: 'center', gap: 1, mt: 2, flexWrap: 'wrap' }}>
|
||||||
|
<Button size="small" disabled={mobilePage === 0} onClick={() => setMobilePage(mobilePage - 1)}>
|
||||||
|
Previous
|
||||||
|
</Button>
|
||||||
|
<Typography variant="body2" sx={{ alignSelf: 'center', px: 1 }}>
|
||||||
|
Page {mobilePage + 1} of {mobileTotalPages}
|
||||||
|
</Typography>
|
||||||
|
<Button size="small" disabled={mobilePage >= mobileTotalPages - 1} onClick={() => setMobilePage(mobilePage + 1)}>
|
||||||
|
Next
|
||||||
|
</Button>
|
||||||
|
</Box>
|
||||||
</Box>
|
</Box>
|
||||||
);
|
);
|
||||||
}
|
}
|
||||||
@@ -161,20 +189,18 @@ export default function EnhancedTable({
|
|||||||
rows={data || []}
|
rows={data || []}
|
||||||
columns={columns}
|
columns={columns}
|
||||||
autoHeight
|
autoHeight
|
||||||
paginationMode={config.pagination ? 'server' : 'client'}
|
paginationMode={isServer ? 'server' : 'client'}
|
||||||
rowCount={(() => {
|
{...(isServer ? {
|
||||||
if (!config.pagination) return data.length;
|
rowCount: (() => {
|
||||||
if (total !== undefined) return total;
|
if (total !== undefined) return total;
|
||||||
|
const page = paginationModel?.page || 0;
|
||||||
// Graceful fallback for missing total count
|
const pageSize = paginationModel?.pageSize || 10;
|
||||||
const page = paginationModel?.page || 0;
|
if (data.length < pageSize) {
|
||||||
const pageSize = paginationModel?.pageSize || 10;
|
return page * pageSize + data.length;
|
||||||
if (data.length < pageSize) {
|
}
|
||||||
return page * pageSize + data.length;
|
return (page + 2) * pageSize;
|
||||||
}
|
})(),
|
||||||
// Enable 'Next' button by pretending there's at least one more page
|
} : {})}
|
||||||
return (page + 2) * pageSize;
|
|
||||||
})()}
|
|
||||||
loading={loading}
|
loading={loading}
|
||||||
paginationModel={paginationModel || { page: 0, pageSize: 10 }}
|
paginationModel={paginationModel || { page: 0, pageSize: 10 }}
|
||||||
onPaginationModelChange={onPaginationModelChange}
|
onPaginationModelChange={onPaginationModelChange}
|
||||||
@@ -234,7 +260,7 @@ function MobileCardRow({ row, config, onDelete, onNavigate, navigate }: any) {
|
|||||||
<Typography variant="caption" color="text.secondary" sx={{ display: 'block' }}>
|
<Typography variant="caption" color="text.secondary" sx={{ display: 'block' }}>
|
||||||
{field.label}
|
{field.label}
|
||||||
</Typography>
|
</Typography>
|
||||||
<Typography variant="body2" sx={{ fontWeight: 500, wordBreak: 'break-all' }}>
|
<Typography variant="body2" component="div" sx={{ fontWeight: 500, wordBreak: 'break-all' }}>
|
||||||
<FieldRenderer params={{ value: row[key], row }} field={field} fieldKey={key} config={config} onNavigate={onNavigate} navigate={navigate} isMobile />
|
<FieldRenderer params={{ value: row[key], row }} field={field} fieldKey={key} config={config} onNavigate={onNavigate} navigate={navigate} isMobile />
|
||||||
</Typography>
|
</Typography>
|
||||||
</Box>
|
</Box>
|
||||||
|
|||||||
313
react-openapi/components/FilterBar.tsx
Normal file
313
react-openapi/components/FilterBar.tsx
Normal file
@@ -0,0 +1,313 @@
|
|||||||
|
import * as React from "react";
|
||||||
|
import {
|
||||||
|
Box,
|
||||||
|
Button,
|
||||||
|
Chip,
|
||||||
|
Paper,
|
||||||
|
TextField,
|
||||||
|
Autocomplete,
|
||||||
|
Typography,
|
||||||
|
} from "@mui/material";
|
||||||
|
import DoneIcon from "@mui/icons-material/Done";
|
||||||
|
import FilterListIcon from "@mui/icons-material/FilterList";
|
||||||
|
import { ResourceField, ResourceMode } from "../types/config";
|
||||||
|
|
||||||
|
function FilterAutocomplete({
|
||||||
|
options,
|
||||||
|
value,
|
||||||
|
label,
|
||||||
|
onChange,
|
||||||
|
}: {
|
||||||
|
options: string[];
|
||||||
|
value: string[];
|
||||||
|
label: string;
|
||||||
|
onChange: (val: string[]) => void;
|
||||||
|
}) {
|
||||||
|
const listboxRef = React.useRef<HTMLUListElement>(null);
|
||||||
|
const scrollPosRef = React.useRef(0);
|
||||||
|
const [open, setOpen] = React.useState(false);
|
||||||
|
const [frozenValue, setFrozenValue] = React.useState<string[]>(value);
|
||||||
|
|
||||||
|
const toggleDropdown = () => {
|
||||||
|
setOpen(prev => {
|
||||||
|
const next = !prev;
|
||||||
|
setFrozenValue(value);
|
||||||
|
return next;
|
||||||
|
});
|
||||||
|
};
|
||||||
|
const sortedOptions = React.useMemo(() => {
|
||||||
|
const sel = new Set(frozenValue);
|
||||||
|
const picked: string[] = [];
|
||||||
|
const rest: string[] = [];
|
||||||
|
for (const o of options) {
|
||||||
|
if (sel.has(o)) picked.push(o);
|
||||||
|
else rest.push(o);
|
||||||
|
}
|
||||||
|
return [...picked, ...rest];
|
||||||
|
}, [options, frozenValue]);
|
||||||
|
|
||||||
|
return (
|
||||||
|
<Autocomplete
|
||||||
|
multiple
|
||||||
|
freeSolo
|
||||||
|
disableCloseOnSelect
|
||||||
|
open={open}
|
||||||
|
onOpen={toggleDropdown}
|
||||||
|
onClose={toggleDropdown}
|
||||||
|
options={sortedOptions}
|
||||||
|
value={value}
|
||||||
|
getOptionKey={(option) => option}
|
||||||
|
onChange={(_, val) => onChange(val.length > 0 ? val : [])}
|
||||||
|
ListboxProps={{
|
||||||
|
ref: listboxRef,
|
||||||
|
onScroll: (e) => { scrollPosRef.current = (e.target as HTMLUListElement).scrollTop; },
|
||||||
|
}}
|
||||||
|
renderOption={(props, option, { selected }) => {
|
||||||
|
const { key, ...rest } = props;
|
||||||
|
return (
|
||||||
|
<li key={key} {...rest}>
|
||||||
|
{selected ? <DoneIcon sx={{ fontSize: 14, mr: 1, color: 'primary.main' }} /> : <Box sx={{ width: 22, mr: 1 }} />}
|
||||||
|
{option}
|
||||||
|
</li>
|
||||||
|
);
|
||||||
|
}}
|
||||||
|
renderTags={(tagValue, getTagProps) => {
|
||||||
|
const maxChips = 1;
|
||||||
|
return (
|
||||||
|
<>
|
||||||
|
{tagValue.slice(0, maxChips).map((tag, index) => {
|
||||||
|
const { key, ...tagProps } = getTagProps({ index });
|
||||||
|
return <Chip
|
||||||
|
key={key}
|
||||||
|
{...tagProps}
|
||||||
|
label={tag.length > 10 ? `${tag.slice(0, 8)}..` : tag}
|
||||||
|
size="small"
|
||||||
|
onClick={toggleDropdown}
|
||||||
|
sx={{ cursor: 'pointer' }}
|
||||||
|
/>;
|
||||||
|
})}
|
||||||
|
{tagValue.length > maxChips && (
|
||||||
|
<Chip
|
||||||
|
label={`+${tagValue.length - maxChips}`}
|
||||||
|
size="small"
|
||||||
|
onClick={toggleDropdown}
|
||||||
|
sx={{ cursor: 'pointer' }}
|
||||||
|
/>
|
||||||
|
)}
|
||||||
|
</>
|
||||||
|
);
|
||||||
|
}}
|
||||||
|
renderInput={(params) => <TextField {...params} placeholder={`Add ${label}...`} />}
|
||||||
|
sx={{ '& .MuiOutlinedInput-root': { minHeight: '3rem', py: 0.5 } }}
|
||||||
|
/>
|
||||||
|
);
|
||||||
|
}
|
||||||
|
|
||||||
|
function extractOptions(
|
||||||
|
fieldName: string,
|
||||||
|
field: ResourceField,
|
||||||
|
data: any[]
|
||||||
|
): string[] {
|
||||||
|
const values = new Set<string>();
|
||||||
|
|
||||||
|
if (field.options) return field.options;
|
||||||
|
if (!data) return [];
|
||||||
|
|
||||||
|
const pull = (item: any): string | null => {
|
||||||
|
if (item == null) return null;
|
||||||
|
if (typeof item === "string") return item;
|
||||||
|
if (typeof item !== "object") return String(item);
|
||||||
|
|
||||||
|
const df = field.displayField;
|
||||||
|
if (!df) { debugger; return null; }
|
||||||
|
|
||||||
|
if (Array.isArray(df)) {
|
||||||
|
const parts = df.map((k) => item[k]).filter((v) => v != null);
|
||||||
|
if (parts.length > 0) return parts.join(" ");
|
||||||
|
} else {
|
||||||
|
const v = item[df];
|
||||||
|
if (v != null) return String(v);
|
||||||
|
}
|
||||||
|
|
||||||
|
debugger;
|
||||||
|
return null;
|
||||||
|
};
|
||||||
|
|
||||||
|
for (const row of data) {
|
||||||
|
const v = row[fieldName];
|
||||||
|
if (v == null) continue;
|
||||||
|
|
||||||
|
if (Array.isArray(v)) {
|
||||||
|
for (const el of v) {
|
||||||
|
const label = pull(el);
|
||||||
|
if (label) values.add(label);
|
||||||
|
}
|
||||||
|
} else {
|
||||||
|
const label = pull(v);
|
||||||
|
if (label) values.add(label);
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
// console.log('extracted', fieldName, Array.from(values).sort())
|
||||||
|
return Array.from(values).sort();
|
||||||
|
}
|
||||||
|
|
||||||
|
function renderFilterInput(
|
||||||
|
fieldName: string,
|
||||||
|
field: ResourceField,
|
||||||
|
options: string[],
|
||||||
|
value: any,
|
||||||
|
onChange: (key: string, val: any) => void
|
||||||
|
) {
|
||||||
|
const filterType = field.filterType;
|
||||||
|
|
||||||
|
if (filterType === "number-range") {
|
||||||
|
const rangeVal = (value as { min?: string; max?: string }) || {};
|
||||||
|
return (
|
||||||
|
<Box sx={{ display: "flex", gap: 1 }}>
|
||||||
|
<TextField type="number" placeholder="Min" size="small" value={rangeVal.min ?? ""}
|
||||||
|
onChange={(e) => onChange("min", e.target.value || undefined)} sx={{ width: 100 }} />
|
||||||
|
<TextField type="number" placeholder="Max" size="small" value={rangeVal.max ?? ""}
|
||||||
|
onChange={(e) => onChange("max", e.target.value || undefined)} sx={{ width: 100 }} />
|
||||||
|
</Box>
|
||||||
|
);
|
||||||
|
}
|
||||||
|
|
||||||
|
if (filterType === "date-range") {
|
||||||
|
const rangeVal = (value as { start?: string; end?: string }) || {};
|
||||||
|
return (
|
||||||
|
<Box sx={{ display: "flex", gap: 1 }}>
|
||||||
|
<TextField type="datetime-local" placeholder="From" size="small" value={rangeVal.start ?? ""}
|
||||||
|
onChange={(e) => onChange("start", e.target.value || undefined)} InputLabelProps={{ shrink: true }} sx={{ width: 170 }} />
|
||||||
|
<TextField type="datetime-local" placeholder="To" size="small" value={rangeVal.end ?? ""}
|
||||||
|
onChange={(e) => onChange("end", e.target.value || undefined)} InputLabelProps={{ shrink: true }} sx={{ width: 170 }} />
|
||||||
|
</Box>
|
||||||
|
);
|
||||||
|
}
|
||||||
|
|
||||||
|
const selected = Array.isArray(value) ? value : [];
|
||||||
|
|
||||||
|
return (
|
||||||
|
<FilterAutocomplete
|
||||||
|
options={options}
|
||||||
|
value={selected}
|
||||||
|
label={field.label}
|
||||||
|
onChange={(val) => onChange("value", val.length > 0 ? val : undefined)}
|
||||||
|
/>
|
||||||
|
);
|
||||||
|
}
|
||||||
|
|
||||||
|
export interface FilterBarProps {
|
||||||
|
fields: Record<string, ResourceField>;
|
||||||
|
filterableFields: string[];
|
||||||
|
mode: ResourceMode;
|
||||||
|
data?: any[];
|
||||||
|
appliedValues: Record<string, any>;
|
||||||
|
onApply: (values: Record<string, any>) => void;
|
||||||
|
onClear: () => void;
|
||||||
|
}
|
||||||
|
|
||||||
|
export default function FilterBar({
|
||||||
|
fields,
|
||||||
|
filterableFields,
|
||||||
|
data,
|
||||||
|
appliedValues,
|
||||||
|
onApply,
|
||||||
|
onClear,
|
||||||
|
}: FilterBarProps) {
|
||||||
|
const [open, setOpen] = React.useState(false);
|
||||||
|
const [draft, setDraft] = React.useState<Record<string, any>>(() => ({ ...appliedValues }));
|
||||||
|
|
||||||
|
React.useEffect(() => {
|
||||||
|
if (!open) setDraft({ ...appliedValues });
|
||||||
|
}, [appliedValues, open]);
|
||||||
|
|
||||||
|
if (!filterableFields || filterableFields.length === 0) return null;
|
||||||
|
|
||||||
|
const activeCount = Object.keys(appliedValues).filter((k) => {
|
||||||
|
const v = appliedValues[k];
|
||||||
|
if (v == null || v === "") return false;
|
||||||
|
if (typeof v === "object" && Object.values(v).every((x) => x == null || x === "")) return false;
|
||||||
|
return true;
|
||||||
|
}).length;
|
||||||
|
|
||||||
|
const handleApply = () => onApply({ ...draft });
|
||||||
|
const handleClear = () => {
|
||||||
|
setDraft({});
|
||||||
|
onClear();
|
||||||
|
};
|
||||||
|
|
||||||
|
const updateDraft = (fieldName: string, key: string, val: any) => {
|
||||||
|
setDraft((prev) => {
|
||||||
|
if (key === "value") {
|
||||||
|
return { ...prev, [fieldName]: val };
|
||||||
|
}
|
||||||
|
const existing = prev[fieldName] || {};
|
||||||
|
return { ...prev, [fieldName]: { ...existing, [key]: val } };
|
||||||
|
});
|
||||||
|
};
|
||||||
|
|
||||||
|
return (
|
||||||
|
<Paper variant="outlined" sx={{ mb: 2, borderRadius: 2, overflow: "hidden" }}>
|
||||||
|
<Box
|
||||||
|
sx={{
|
||||||
|
display: "flex",
|
||||||
|
alignItems: "center",
|
||||||
|
justifyContent: "space-between",
|
||||||
|
px: 2,
|
||||||
|
py: 1,
|
||||||
|
cursor: "pointer",
|
||||||
|
"&:hover": { bgcolor: "action.hover" },
|
||||||
|
}}
|
||||||
|
onClick={() => setOpen((o) => !o)}
|
||||||
|
>
|
||||||
|
<Box sx={{ display: "flex", alignItems: "center", gap: 1 }}>
|
||||||
|
<FilterListIcon fontSize="small" color="action" />
|
||||||
|
<Typography variant="subtitle2" fontWeight={600}>
|
||||||
|
{open ? "Hide Filters" : "Show Filters"}
|
||||||
|
</Typography>
|
||||||
|
</Box>
|
||||||
|
{activeCount > 0 && (
|
||||||
|
<Typography variant="caption" color="primary" fontWeight={600}>
|
||||||
|
{activeCount} active
|
||||||
|
</Typography>
|
||||||
|
)}
|
||||||
|
</Box>
|
||||||
|
|
||||||
|
{open && (
|
||||||
|
<Box sx={{ px: 2, pb: 2, borderTop: "1px solid", borderColor: "divider", pt: 2 }}>
|
||||||
|
<Box sx={{ display: "flex", flexWrap: "wrap", gap: 2, alignItems: "flex-end" }}>
|
||||||
|
{filterableFields.map((fieldName) => {
|
||||||
|
const field = fields[fieldName];
|
||||||
|
if (!field) return null;
|
||||||
|
|
||||||
|
const needsOptions = !field.filterType || field.filterType === "autocomplete" || field.filterType === "multiselect";
|
||||||
|
const options = needsOptions ? extractOptions(fieldName, field, data ?? []) : [];
|
||||||
|
const raw = draft[fieldName];
|
||||||
|
|
||||||
|
return (
|
||||||
|
<Box key={fieldName} sx={{ display: "flex", flexDirection: "column", flex: { xs: '0 0 100%', sm: 1 }, minWidth: { sm: 200 } }}>
|
||||||
|
<Box sx={{ typography: "caption", mb: 0.5, color: "text.secondary" }}>
|
||||||
|
{field.label}
|
||||||
|
</Box>
|
||||||
|
{renderFilterInput(fieldName, field, options, raw, (key, val) =>
|
||||||
|
updateDraft(fieldName, key, val)
|
||||||
|
)}
|
||||||
|
</Box>
|
||||||
|
);
|
||||||
|
})}
|
||||||
|
</Box>
|
||||||
|
|
||||||
|
<Box sx={{ mt: 2, display: "flex", gap: 1 }}>
|
||||||
|
<Button variant="contained" onClick={handleApply}>
|
||||||
|
Apply
|
||||||
|
</Button>
|
||||||
|
<Button variant="outlined" onClick={handleClear}>
|
||||||
|
Clear
|
||||||
|
</Button>
|
||||||
|
</Box>
|
||||||
|
</Box>
|
||||||
|
)}
|
||||||
|
</Paper>
|
||||||
|
);
|
||||||
|
}
|
||||||
@@ -1,10 +1,12 @@
|
|||||||
import * as React from 'react';
|
import * as React from 'react';
|
||||||
import { Box, Typography, Paper, CircularProgress } from '@mui/material';
|
import { Box, Paper, CircularProgress } from '@mui/material';
|
||||||
import { ResourceConfig } from '../types/config';
|
import { ResourceConfig } from '../types/config';
|
||||||
|
import type { ResourceField } from '../types/config';
|
||||||
import { useResource } from '../hooks/useResource';
|
import { useResource } from '../hooks/useResource';
|
||||||
import GenericForm from './GenericForm';
|
import GenericForm from './GenericForm';
|
||||||
import EnhancedTable from './EnhancedTable';
|
import EnhancedTable from './EnhancedTable';
|
||||||
import { useParams, useLocation, useNavigate, Routes, Route } from 'react-router-dom';
|
import FilterBar from './FilterBar';
|
||||||
|
import { useParams, useLocation, useNavigate } from 'react-router-dom';
|
||||||
|
|
||||||
interface ResourceViewProps {
|
interface ResourceViewProps {
|
||||||
config: ResourceConfig;
|
config: ResourceConfig;
|
||||||
@@ -13,6 +15,92 @@ interface ResourceViewProps {
|
|||||||
|
|
||||||
import { GridPaginationModel } from '@mui/x-data-grid';
|
import { GridPaginationModel } from '@mui/x-data-grid';
|
||||||
|
|
||||||
|
function getFilterDisplayFields(field: ResourceField): string[] {
|
||||||
|
if (!field.displayField) return [];
|
||||||
|
return (Array.isArray(field.displayField) ? field.displayField : [field.displayField]).filter(
|
||||||
|
(df): df is string => !!df
|
||||||
|
);
|
||||||
|
}
|
||||||
|
|
||||||
|
function applyClientFilters(
|
||||||
|
data: any[],
|
||||||
|
filters: Record<string, any>,
|
||||||
|
fields: Record<string, ResourceField>
|
||||||
|
): any[] {
|
||||||
|
const entries = Object.entries(filters).filter(([_, v]) => {
|
||||||
|
if (v == null || v === "" || (Array.isArray(v) && v.length === 0)) return false;
|
||||||
|
if (typeof v === "object" && !Array.isArray(v) && Object.values(v).every((x) => x == null || x === "")) return false;
|
||||||
|
return true;
|
||||||
|
});
|
||||||
|
|
||||||
|
if (entries.length === 0) return data;
|
||||||
|
|
||||||
|
return data.filter((item) =>
|
||||||
|
entries.every(([fieldName, filterValue]) => {
|
||||||
|
const field = fields[fieldName];
|
||||||
|
if (!field) return true;
|
||||||
|
|
||||||
|
const itemValue = item[fieldName];
|
||||||
|
|
||||||
|
if (typeof filterValue === "object" && !Array.isArray(filterValue)) {
|
||||||
|
if (field.type === "number") {
|
||||||
|
if (filterValue.min != null && filterValue.min !== "" && Number(itemValue) < Number(filterValue.min)) return false;
|
||||||
|
if (filterValue.max != null && filterValue.max !== "" && Number(itemValue) > Number(filterValue.max)) return false;
|
||||||
|
return true;
|
||||||
|
}
|
||||||
|
if (field.type === "datetime" || field.type === "date") {
|
||||||
|
const itemTime = new Date(itemValue).getTime();
|
||||||
|
if (filterValue.start && new Date(filterValue.start).getTime() > itemTime) return false;
|
||||||
|
if (filterValue.end && new Date(filterValue.end).getTime() < itemTime) return false;
|
||||||
|
return true;
|
||||||
|
}
|
||||||
|
return true;
|
||||||
|
}
|
||||||
|
|
||||||
|
if (Array.isArray(filterValue)) {
|
||||||
|
if (field.type === "array" && Array.isArray(itemValue)) {
|
||||||
|
return itemValue.some((el: any) => {
|
||||||
|
if (el != null && typeof el === "object") {
|
||||||
|
const dispFields = getFilterDisplayFields(field);
|
||||||
|
return dispFields.some((df) => filterValue.includes(String(el[df])));
|
||||||
|
}
|
||||||
|
return filterValue.includes(String(el));
|
||||||
|
});
|
||||||
|
}
|
||||||
|
if (itemValue && typeof itemValue === "object") {
|
||||||
|
const dispFields = getFilterDisplayFields(field);
|
||||||
|
const itemDisplay = dispFields.map((df) => itemValue[df]).filter((v) => v != null).join(" ");
|
||||||
|
return filterValue.includes(itemDisplay);
|
||||||
|
}
|
||||||
|
return filterValue.includes(String(itemValue));
|
||||||
|
}
|
||||||
|
|
||||||
|
if (!filterValue) return true;
|
||||||
|
|
||||||
|
if (field.type === "boolean") {
|
||||||
|
return String(itemValue) === filterValue;
|
||||||
|
}
|
||||||
|
|
||||||
|
if (field.type === "array" && Array.isArray(itemValue)) {
|
||||||
|
return itemValue.some((el: any) => {
|
||||||
|
if (el != null && typeof el === "object") {
|
||||||
|
const dispFields = getFilterDisplayFields(field);
|
||||||
|
return dispFields.some((df) => String(el[df]) === String(filterValue));
|
||||||
|
}
|
||||||
|
return String(el) === String(filterValue);
|
||||||
|
});
|
||||||
|
}
|
||||||
|
|
||||||
|
if (itemValue && typeof itemValue === "object") {
|
||||||
|
const dispFields = getFilterDisplayFields(field);
|
||||||
|
return dispFields.some((df) => String(itemValue[df]) === String(filterValue));
|
||||||
|
}
|
||||||
|
|
||||||
|
return String(itemValue) === String(filterValue);
|
||||||
|
})
|
||||||
|
);
|
||||||
|
}
|
||||||
|
|
||||||
export default function ResourceView({ config, onNavigateToResource }: ResourceViewProps) {
|
export default function ResourceView({ config, onNavigateToResource }: ResourceViewProps) {
|
||||||
const { id } = useParams();
|
const { id } = useParams();
|
||||||
const location = useLocation();
|
const location = useLocation();
|
||||||
@@ -23,26 +111,36 @@ export default function ResourceView({ config, onNavigateToResource }: ResourceV
|
|||||||
const isView = !!id && !isEdit;
|
const isView = !!id && !isEdit;
|
||||||
const isList = !id && !isCreate;
|
const isList = !id && !isCreate;
|
||||||
|
|
||||||
|
const isServer = config.filterOptions?.mode !== "client";
|
||||||
|
|
||||||
const [paginationModel, setPaginationModel] = React.useState<GridPaginationModel>({
|
const [paginationModel, setPaginationModel] = React.useState<GridPaginationModel>({
|
||||||
page: 0,
|
page: 0,
|
||||||
pageSize: 10,
|
pageSize: 10,
|
||||||
});
|
});
|
||||||
|
|
||||||
|
const [appliedFilters, setAppliedFilters] = React.useState<Record<string, any>>({});
|
||||||
|
|
||||||
const { useList, useRead, useCreate, useUpdate, useDelete } = useResource(config);
|
const { useList, useRead, useCreate, useUpdate, useDelete } = useResource(config);
|
||||||
|
|
||||||
// Determine query parameters based on pagination config
|
|
||||||
const queryParams = React.useMemo(() => {
|
const queryParams = React.useMemo(() => {
|
||||||
if (!config.pagination) return {};
|
if (!isServer) return { limit: 10000 };
|
||||||
return {
|
return {
|
||||||
skip: paginationModel.page * paginationModel.pageSize,
|
skip: paginationModel.page * paginationModel.pageSize,
|
||||||
limit: paginationModel.pageSize,
|
limit: paginationModel.pageSize,
|
||||||
};
|
};
|
||||||
}, [config.pagination, paginationModel]);
|
}, [isServer, paginationModel]);
|
||||||
|
|
||||||
const listQuery = useList(queryParams);
|
const listQuery = useList(queryParams);
|
||||||
const itemQuery = useRead(id || "");
|
const itemQuery = useRead(id || "");
|
||||||
|
|
||||||
const paginatedData = listQuery.data || { data: [], total: undefined };
|
const rawData = listQuery.data?.data || [];
|
||||||
|
const totalCount = listQuery.data?.total;
|
||||||
|
|
||||||
|
const filteredData = React.useMemo(
|
||||||
|
() => (isServer ? rawData : applyClientFilters(rawData, appliedFilters, config.fields)),
|
||||||
|
[isServer, rawData, appliedFilters, config.fields]
|
||||||
|
);
|
||||||
|
|
||||||
const createMutation = useCreate();
|
const createMutation = useCreate();
|
||||||
const updateMutation = useUpdate();
|
const updateMutation = useUpdate();
|
||||||
const deleteMutation = useDelete();
|
const deleteMutation = useDelete();
|
||||||
@@ -80,18 +178,31 @@ export default function ResourceView({ config, onNavigateToResource }: ResourceV
|
|||||||
return (
|
return (
|
||||||
<Box>
|
<Box>
|
||||||
{isList ? (
|
{isList ? (
|
||||||
<EnhancedTable
|
<Box>
|
||||||
config={config}
|
{!isServer && config.filterOptions?.fields && config.filterOptions.fields.length > 0 && (
|
||||||
data={paginatedData.data || []}
|
<FilterBar
|
||||||
total={paginatedData.total}
|
fields={config.fields}
|
||||||
paginationModel={paginationModel}
|
filterableFields={config.filterOptions.fields}
|
||||||
onPaginationModelChange={setPaginationModel}
|
mode={config.filterOptions?.mode || "server"}
|
||||||
loading={listQuery.isFetching}
|
data={rawData}
|
||||||
onEdit={handleEdit}
|
appliedValues={appliedFilters}
|
||||||
onDelete={handleDelete}
|
onApply={setAppliedFilters}
|
||||||
onCreate={handleCreate}
|
onClear={() => setAppliedFilters({})}
|
||||||
onNavigateToResource={(res, id) => navigate(`/admin/${res}/${id}`)}
|
/>
|
||||||
/>
|
)}
|
||||||
|
<EnhancedTable
|
||||||
|
config={config}
|
||||||
|
data={filteredData}
|
||||||
|
total={isServer ? totalCount : filteredData.length}
|
||||||
|
paginationModel={isServer ? paginationModel : undefined}
|
||||||
|
onPaginationModelChange={isServer ? setPaginationModel : undefined}
|
||||||
|
loading={listQuery.isFetching}
|
||||||
|
onEdit={handleEdit}
|
||||||
|
onDelete={handleDelete}
|
||||||
|
onCreate={handleCreate}
|
||||||
|
onNavigateToResource={(res, id) => navigate(`/admin/${res}/${id}`)}
|
||||||
|
/>
|
||||||
|
</Box>
|
||||||
) : (
|
) : (
|
||||||
<Paper sx={{ p: 4 }}>
|
<Paper sx={{ p: 4 }}>
|
||||||
<GenericForm
|
<GenericForm
|
||||||
|
|||||||
@@ -30,13 +30,13 @@ export function useResource<T = any>(config: ResourceConfig | undefined) {
|
|||||||
});
|
});
|
||||||
|
|
||||||
// --- READ ONE ---
|
// --- READ ONE ---
|
||||||
const useRead = (id: string | null) =>
|
const useRead = (id: string, params?: any | null) =>
|
||||||
useQuery({
|
useQuery({
|
||||||
queryKey: [name, "detail", id],
|
queryKey: [name, "detail", id, params],
|
||||||
queryFn: async () => {
|
queryFn: async () => {
|
||||||
if (!id || !endpoint) return null;
|
if (!id || !endpoint) return null;
|
||||||
// @ts-ignore
|
// @ts-ignore
|
||||||
const res = await api.get<T>(`${endpoint}/${id}`);
|
const res = await api.get<T>(`${endpoint}/${id}`, params ? { params } : undefined);
|
||||||
return res.data;
|
return res.data;
|
||||||
},
|
},
|
||||||
enabled: !!id && !!endpoint,
|
enabled: !!id && !!endpoint,
|
||||||
|
|||||||
@@ -1,7 +1,8 @@
|
|||||||
export { default as Admin } from "./Admin";
|
export { default as Admin } from "./Admin";
|
||||||
export { api, auth, initializeApiClients } from "./api/client";
|
export { api, auth, initializeApiClients } from "./api/client";
|
||||||
export { getAppConfig } from "./config";
|
export { getAppConfig } from "./config";
|
||||||
export type { AppConfig, ResourceConfig, ResourceField } from "./types/config";
|
export type { AppConfig, ResourceConfig, ResourceField, ResourceMode } from "./types/config";
|
||||||
export { AppProvider } from "./providers/AppProvider";
|
export { AppProvider } from "./providers/AppProvider";
|
||||||
export { ConfigContext, useConfig } from "./providers/ConfigContext";
|
export { ConfigContext, useConfig } from "./providers/ConfigContext";
|
||||||
export { useResource, useResourceByName } from "./hooks/useResource";
|
export { useResource, useResourceByName } from "./hooks/useResource";
|
||||||
|
export { default as FilterBar } from "./components/FilterBar";
|
||||||
|
|||||||
@@ -20,8 +20,11 @@ export interface ResourceField {
|
|||||||
displayField?: string | string[];
|
displayField?: string | string[];
|
||||||
formatter?: (value: any) => string;
|
formatter?: (value: any) => string;
|
||||||
relation?: string; // Name of the target resource
|
relation?: string; // Name of the target resource
|
||||||
|
filterType?: "autocomplete" | "multiselect" | "number-range" | "date-range";
|
||||||
}
|
}
|
||||||
|
|
||||||
|
export type ResourceMode = "server" | "client";
|
||||||
|
|
||||||
export interface ResourceConfig {
|
export interface ResourceConfig {
|
||||||
name: string;
|
name: string;
|
||||||
label: string;
|
label: string;
|
||||||
@@ -31,6 +34,10 @@ export interface ResourceConfig {
|
|||||||
fields: Record<string, ResourceField>;
|
fields: Record<string, ResourceField>;
|
||||||
pagination?: boolean;
|
pagination?: boolean;
|
||||||
hidden?: boolean;
|
hidden?: boolean;
|
||||||
|
filterOptions?: {
|
||||||
|
mode?: ResourceMode;
|
||||||
|
fields?: string[];
|
||||||
|
};
|
||||||
}
|
}
|
||||||
|
|
||||||
export interface AppConfig {
|
export interface AppConfig {
|
||||||
|
|||||||
@@ -7,10 +7,15 @@ export interface FieldOverride {
|
|||||||
displayField?: string | string[];
|
displayField?: string | string[];
|
||||||
display?: boolean;
|
display?: boolean;
|
||||||
formatter?: (value: any) => string;
|
formatter?: (value: any) => string;
|
||||||
|
filterType?: "autocomplete" | "multiselect" | "number-range" | "date-range";
|
||||||
}
|
}
|
||||||
|
|
||||||
export interface ResourceOverride {
|
export interface ResourceOverride {
|
||||||
fields?: Record<string, FieldOverride>;
|
fields?: Record<string, FieldOverride>;
|
||||||
pagination?: boolean;
|
pagination?: boolean;
|
||||||
hidden?: boolean;
|
hidden?: boolean;
|
||||||
|
filterOptions?: {
|
||||||
|
mode?: "server" | "client";
|
||||||
|
fields?: string[];
|
||||||
|
};
|
||||||
}
|
}
|
||||||
|
|||||||
@@ -154,15 +154,21 @@ export async function loadConfigFromOpenApi(baseUrl: string, configuration: Reco
|
|||||||
|
|
||||||
const resourceOverride = configuration[name] || {};
|
const resourceOverride = configuration[name] || {};
|
||||||
|
|
||||||
|
const fo = resourceOverride.filterOptions || {};
|
||||||
|
|
||||||
resources.push({
|
resources.push({
|
||||||
name,
|
name,
|
||||||
label: schema.title || label,
|
label: schema.title || label,
|
||||||
pluralLabel: pluralLabel,
|
pluralLabel: pluralLabel,
|
||||||
endpoint: listPath,
|
endpoint: listPath,
|
||||||
primaryKey: "id", // Strict default, no heuristics
|
primaryKey: "id",
|
||||||
fields,
|
fields,
|
||||||
pagination: resourceOverride.pagination,
|
pagination: resourceOverride.pagination,
|
||||||
hidden: resourceOverride.hidden,
|
hidden: resourceOverride.hidden,
|
||||||
|
filterOptions: {
|
||||||
|
mode: fo.mode || "server",
|
||||||
|
fields: fo.fields,
|
||||||
|
},
|
||||||
});
|
});
|
||||||
}
|
}
|
||||||
|
|
||||||
|
|||||||
@@ -23,6 +23,18 @@ import {
|
|||||||
useReport,
|
useReport,
|
||||||
prepareReport,
|
prepareReport,
|
||||||
} from "./features/report";
|
} from "./features/report";
|
||||||
|
import { useResourceByName } from "../react-openapi";
|
||||||
|
|
||||||
|
function formatSnapshotDate(iso: string) {
|
||||||
|
const d = new Date(iso);
|
||||||
|
return d.toLocaleString(undefined, {
|
||||||
|
year: "numeric",
|
||||||
|
month: "short",
|
||||||
|
day: "numeric",
|
||||||
|
hour: "2-digit",
|
||||||
|
minute: "2-digit",
|
||||||
|
});
|
||||||
|
}
|
||||||
|
|
||||||
export default function Dashboard() {
|
export default function Dashboard() {
|
||||||
const [state, setState] = React.useState<DashboardState>({
|
const [state, setState] = React.useState<DashboardState>({
|
||||||
@@ -42,7 +54,28 @@ export default function Dashboard() {
|
|||||||
const [loadedPayees, setLoadedPayees] = React.useState<string[]>([]);
|
const [loadedPayees, setLoadedPayees] = React.useState<string[]>([]);
|
||||||
const [loadedTags, setLoadedTags] = React.useState<string[]>([]);
|
const [loadedTags, setLoadedTags] = React.useState<string[]>([]);
|
||||||
|
|
||||||
|
const [selectedSnapshotId, setSelectedSnapshotId] = React.useState<string | null>(null);
|
||||||
|
|
||||||
|
const { data: snapshotsData } = useResourceByName("reports").useList();
|
||||||
|
const snapshotOptions = React.useMemo(() => {
|
||||||
|
const options: { label: string; value: string | null }[] = [
|
||||||
|
{ label: "Latest (auto)", value: null },
|
||||||
|
];
|
||||||
|
if (snapshotsData?.data) {
|
||||||
|
for (const snap of snapshotsData.data) {
|
||||||
|
options.push({
|
||||||
|
label: `Snapshot from ${formatSnapshotDate(snap.created_at)}`,
|
||||||
|
value: snap.snapshot_id,
|
||||||
|
});
|
||||||
|
}
|
||||||
|
}
|
||||||
|
return options;
|
||||||
|
}, [snapshotsData]);
|
||||||
|
|
||||||
|
const selectedSnapshotOption = snapshotOptions.find((o) => o.value === selectedSnapshotId) ?? snapshotOptions[0];
|
||||||
|
|
||||||
const report = useReport({
|
const report = useReport({
|
||||||
|
snapshot_id: selectedSnapshotId ?? undefined,
|
||||||
periods: ["daily", "weekly", "monthly", "all"],
|
periods: ["daily", "weekly", "monthly", "all"],
|
||||||
flow: state.flow,
|
flow: state.flow,
|
||||||
payee: appliedPayees.length > 0 ? appliedPayees : undefined,
|
payee: appliedPayees.length > 0 ? appliedPayees : undefined,
|
||||||
@@ -50,10 +83,10 @@ export default function Dashboard() {
|
|||||||
});
|
});
|
||||||
|
|
||||||
React.useEffect(() => {
|
React.useEffect(() => {
|
||||||
if (report.data?.data) {
|
if (report.data) {
|
||||||
setLoadedPayees(prev => {
|
setLoadedPayees(prev => {
|
||||||
const pSet = new Set<string>(prev);
|
const pSet = new Set<string>(prev);
|
||||||
report.data.data.buckets.forEach((b: any) => {
|
report.data.buckets.forEach((b: any) => {
|
||||||
Object.values(b.periods).forEach((periodArray: any) => {
|
Object.values(b.periods).forEach((periodArray: any) => {
|
||||||
periodArray?.forEach((p: any) => {
|
periodArray?.forEach((p: any) => {
|
||||||
p.metric?.transactions?.forEach((t: any) => {
|
p.metric?.transactions?.forEach((t: any) => {
|
||||||
@@ -67,7 +100,7 @@ export default function Dashboard() {
|
|||||||
|
|
||||||
setLoadedTags(prev => {
|
setLoadedTags(prev => {
|
||||||
const tSet = new Set<string>(prev);
|
const tSet = new Set<string>(prev);
|
||||||
report.data.data.buckets.forEach((b: any) => {
|
report.data.buckets.forEach((b: any) => {
|
||||||
Object.values(b.periods).forEach((periodArray: any) => {
|
Object.values(b.periods).forEach((periodArray: any) => {
|
||||||
periodArray?.forEach((p: any) => {
|
periodArray?.forEach((p: any) => {
|
||||||
p.metric?.transactions?.forEach((t: any) => {
|
p.metric?.transactions?.forEach((t: any) => {
|
||||||
@@ -79,7 +112,7 @@ export default function Dashboard() {
|
|||||||
return Array.from(tSet).sort();
|
return Array.from(tSet).sort();
|
||||||
});
|
});
|
||||||
}
|
}
|
||||||
}, [report.data?.data]);
|
}, [report.data]);
|
||||||
|
|
||||||
const toggleFlow =
|
const toggleFlow =
|
||||||
React.useCallback(() => {
|
React.useCallback(() => {
|
||||||
@@ -219,7 +252,7 @@ export default function Dashboard() {
|
|||||||
return null;
|
return null;
|
||||||
}
|
}
|
||||||
|
|
||||||
const data = prepareReport(report.data.data);
|
const data = prepareReport(report.data);
|
||||||
return (
|
return (
|
||||||
<Box>
|
<Box>
|
||||||
<Container>
|
<Container>
|
||||||
@@ -265,6 +298,21 @@ export default function Dashboard() {
|
|||||||
sx={{ '& .MuiOutlinedInput-root': { height: 'auto', minHeight: '2.5rem', py: 0.5 } }}
|
sx={{ '& .MuiOutlinedInput-root': { height: 'auto', minHeight: '2.5rem', py: 0.5 } }}
|
||||||
/>
|
/>
|
||||||
</Box>
|
</Box>
|
||||||
|
<Box sx={{ display: 'flex', flexDirection: 'column', minWidth: { sm: 220 } }}>
|
||||||
|
<Box sx={{ typography: 'caption', mb: 1, color: 'text.secondary' }}>
|
||||||
|
Snapshot
|
||||||
|
</Box>
|
||||||
|
<Autocomplete
|
||||||
|
options={snapshotOptions}
|
||||||
|
value={selectedSnapshotOption}
|
||||||
|
onChange={(_, option) => setSelectedSnapshotId(option?.value ?? null)}
|
||||||
|
getOptionLabel={(o) => o.label}
|
||||||
|
isOptionEqualToValue={(o, v) => o.value === v.value}
|
||||||
|
renderInput={(params) => <TextField {...params} placeholder="Select snapshot..." />}
|
||||||
|
sx={{ '& .MuiOutlinedInput-root': { height: 'auto', minHeight: '2.5rem', py: 0.5 } }}
|
||||||
|
/>
|
||||||
|
</Box>
|
||||||
|
|
||||||
<Button
|
<Button
|
||||||
variant="contained"
|
variant="contained"
|
||||||
size="large"
|
size="large"
|
||||||
|
|||||||
336
src/FetchRequests.tsx
Normal file
336
src/FetchRequests.tsx
Normal file
@@ -0,0 +1,336 @@
|
|||||||
|
import * as React from "react";
|
||||||
|
import {
|
||||||
|
Box,
|
||||||
|
Container,
|
||||||
|
Paper,
|
||||||
|
Typography,
|
||||||
|
TextField,
|
||||||
|
Button,
|
||||||
|
ToggleButtonGroup,
|
||||||
|
ToggleButton,
|
||||||
|
Table,
|
||||||
|
TableBody,
|
||||||
|
TableCell,
|
||||||
|
TableContainer,
|
||||||
|
TableHead,
|
||||||
|
TableRow,
|
||||||
|
Chip,
|
||||||
|
IconButton,
|
||||||
|
CircularProgress,
|
||||||
|
Alert,
|
||||||
|
Snackbar,
|
||||||
|
Dialog,
|
||||||
|
DialogTitle,
|
||||||
|
DialogContent,
|
||||||
|
DialogContentText,
|
||||||
|
DialogActions,
|
||||||
|
} from "@mui/material";
|
||||||
|
import DeleteIcon from "@mui/icons-material/Delete";
|
||||||
|
import CloudUploadIcon from "@mui/icons-material/CloudUpload";
|
||||||
|
import RefreshIcon from "@mui/icons-material/Refresh";
|
||||||
|
import ContentCopyIcon from "@mui/icons-material/ContentCopy";
|
||||||
|
import {
|
||||||
|
useFetchRequestsList,
|
||||||
|
useCreateFetchRequest,
|
||||||
|
useDeleteFetchRequest,
|
||||||
|
useUploadFile,
|
||||||
|
} from "./features/fetch-requests";
|
||||||
|
import type {
|
||||||
|
FetchRequest,
|
||||||
|
FetchRequestStatus,
|
||||||
|
FileSource,
|
||||||
|
EmailSource,
|
||||||
|
} from "./features/fetch-requests";
|
||||||
|
|
||||||
|
const statusColors: Record<FetchRequestStatus, "default" | "primary" | "warning" | "info" | "success" | "error"> = {
|
||||||
|
pending: "default",
|
||||||
|
processing: "info",
|
||||||
|
raw_expenses_done: "primary",
|
||||||
|
enriched_done: "warning",
|
||||||
|
completed: "success",
|
||||||
|
failed: "error",
|
||||||
|
};
|
||||||
|
|
||||||
|
function formatDate(iso: string) {
|
||||||
|
const d = new Date(iso);
|
||||||
|
return d.toLocaleString();
|
||||||
|
}
|
||||||
|
|
||||||
|
export default function FetchRequests() {
|
||||||
|
const [sourceType, setSourceType] = React.useState<"file" | "email">("file");
|
||||||
|
const [accountName, setAccountName] = React.useState("");
|
||||||
|
const [payorUsername, setPayorUsername] = React.useState("aetos");
|
||||||
|
const [format, setFormat] = React.useState("");
|
||||||
|
const [file, setFile] = React.useState<File | null>(null);
|
||||||
|
const [uploadedPath, setUploadedPath] = React.useState<string | null>(null);
|
||||||
|
const [fromEmail, setFromEmail] = React.useState("");
|
||||||
|
const [subject, setSubject] = React.useState("");
|
||||||
|
const [rawTerms, setRawTerms] = React.useState("");
|
||||||
|
const [startDate, setStartDate] = React.useState("");
|
||||||
|
const [endDate, setEndDate] = React.useState("");
|
||||||
|
const [snackbar, setSnackbar] = React.useState<{ message: string; severity: "success" | "error" } | null>(null);
|
||||||
|
const [deleteTarget, setDeleteTarget] = React.useState<FetchRequest | null>(null);
|
||||||
|
|
||||||
|
const { data: listData, isLoading, isFetching, refetch } = useFetchRequestsList();
|
||||||
|
const createMutation = useCreateFetchRequest();
|
||||||
|
const deleteMutation = useDeleteFetchRequest();
|
||||||
|
const uploadMutation = useUploadFile();
|
||||||
|
|
||||||
|
const requests = listData?.data ?? [];
|
||||||
|
|
||||||
|
const handleUpload = async () => {
|
||||||
|
if (!file) return;
|
||||||
|
const result = await uploadMutation.mutateAsync(file);
|
||||||
|
if (result?.saved_as) {
|
||||||
|
setUploadedPath(result.saved_as);
|
||||||
|
if (!format) setFormat(file.name.split(".").pop() || "");
|
||||||
|
setSnackbar({ message: `File uploaded: ${result.saved_as}`, severity: "success" });
|
||||||
|
}
|
||||||
|
};
|
||||||
|
|
||||||
|
const handleCreate = async () => {
|
||||||
|
if (!accountName) return;
|
||||||
|
|
||||||
|
let source: FileSource | EmailSource;
|
||||||
|
|
||||||
|
if (sourceType === "file") {
|
||||||
|
if (!uploadedPath || !format) return;
|
||||||
|
source = { path: uploadedPath, format } as FileSource;
|
||||||
|
} else {
|
||||||
|
if (!format) return;
|
||||||
|
const emailSource: EmailSource = { format };
|
||||||
|
if (fromEmail) emailSource.from_email = fromEmail;
|
||||||
|
if (subject) emailSource.subject = subject;
|
||||||
|
if (rawTerms.trim()) emailSource.raw_terms = rawTerms.split(",").map((s) => s.trim()).filter(Boolean);
|
||||||
|
source = emailSource;
|
||||||
|
}
|
||||||
|
|
||||||
|
try {
|
||||||
|
await createMutation.mutateAsync({
|
||||||
|
source,
|
||||||
|
account_name: accountName,
|
||||||
|
payor_username: payorUsername,
|
||||||
|
...(startDate ? { start_date: new Date(startDate).toISOString() } : {}),
|
||||||
|
...(endDate ? { end_date: new Date(endDate).toISOString() } : {}),
|
||||||
|
});
|
||||||
|
setSnackbar({ message: "Fetch request created", severity: "success" });
|
||||||
|
resetForm();
|
||||||
|
} catch (err: any) {
|
||||||
|
setSnackbar({ message: err?.response?.data?.detail || "Failed to create fetch request", severity: "error" });
|
||||||
|
}
|
||||||
|
};
|
||||||
|
|
||||||
|
const resetForm = () => {
|
||||||
|
setAccountName("");
|
||||||
|
setFormat("");
|
||||||
|
setFile(null);
|
||||||
|
setUploadedPath(null);
|
||||||
|
setFromEmail("");
|
||||||
|
setSubject("");
|
||||||
|
setRawTerms("");
|
||||||
|
setStartDate("");
|
||||||
|
setEndDate("");
|
||||||
|
};
|
||||||
|
|
||||||
|
const handleDelete = async () => {
|
||||||
|
if (!deleteTarget) return;
|
||||||
|
try {
|
||||||
|
await deleteMutation.mutateAsync(deleteTarget.id);
|
||||||
|
setSnackbar({ message: "Fetch request deleted", severity: "success" });
|
||||||
|
} catch {
|
||||||
|
setSnackbar({ message: "Failed to delete", severity: "error" });
|
||||||
|
}
|
||||||
|
setDeleteTarget(null);
|
||||||
|
};
|
||||||
|
|
||||||
|
return (
|
||||||
|
<Container sx={{ mt: 4, mb: 4 }}>
|
||||||
|
<Typography variant="h5" fontWeight="bold" gutterBottom>
|
||||||
|
Fetch Request Pipeline
|
||||||
|
</Typography>
|
||||||
|
|
||||||
|
<Paper sx={{ p: 3, mb: 4, borderRadius: 4 }} variant="outlined">
|
||||||
|
<Typography variant="subtitle1" fontWeight={600} gutterBottom>
|
||||||
|
New Fetch Request
|
||||||
|
</Typography>
|
||||||
|
|
||||||
|
<ToggleButtonGroup
|
||||||
|
value={sourceType}
|
||||||
|
exclusive
|
||||||
|
onChange={(_, val) => val && setSourceType(val)}
|
||||||
|
sx={{ mb: 3 }}
|
||||||
|
size="small"
|
||||||
|
>
|
||||||
|
<ToggleButton value="file">File Upload</ToggleButton>
|
||||||
|
<ToggleButton value="email">Email Fetch</ToggleButton>
|
||||||
|
</ToggleButtonGroup>
|
||||||
|
|
||||||
|
<Box sx={{ display: "flex", flexDirection: "column", gap: 2 }}>
|
||||||
|
{sourceType === "file" ? (
|
||||||
|
<>
|
||||||
|
<Box sx={{ display: "flex", gap: 2, alignItems: "flex-end" }}>
|
||||||
|
<Button variant="outlined" component="label" startIcon={<CloudUploadIcon />}>
|
||||||
|
Choose File
|
||||||
|
<input type="file" hidden onChange={(e) => setFile(e.target.files?.[0] ?? null)} />
|
||||||
|
</Button>
|
||||||
|
<Typography variant="body2" sx={{ flex: 1, color: "text.secondary" }}>
|
||||||
|
{file ? file.name : "No file selected"}
|
||||||
|
</Typography>
|
||||||
|
<Button
|
||||||
|
variant="contained"
|
||||||
|
onClick={handleUpload}
|
||||||
|
disabled={!file || uploadMutation.isPending}
|
||||||
|
>
|
||||||
|
{uploadMutation.isPending ? "Uploading..." : "Upload"}
|
||||||
|
</Button>
|
||||||
|
</Box>
|
||||||
|
{uploadedPath && (
|
||||||
|
<Alert severity="success" sx={{ py: 0 }}>
|
||||||
|
Uploaded as: {uploadedPath}
|
||||||
|
</Alert>
|
||||||
|
)}
|
||||||
|
<TextField label="Format (csv, pdf, ...)" value={format} onChange={(e) => setFormat(e.target.value)} size="small" />
|
||||||
|
</>
|
||||||
|
) : (
|
||||||
|
<>
|
||||||
|
<TextField label="Format" value={format} onChange={(e) => setFormat(e.target.value)} size="small" helperText="e.g. email, pdf, csv" />
|
||||||
|
<TextField label="From Email" value={fromEmail} onChange={(e) => setFromEmail(e.target.value)} size="small" />
|
||||||
|
<TextField label="Subject" value={subject} onChange={(e) => setSubject(e.target.value)} size="small" />
|
||||||
|
<TextField label="Raw Terms" value={rawTerms} onChange={(e) => setRawTerms(e.target.value)} size="small" helperText="Comma-separated search terms" />
|
||||||
|
</>
|
||||||
|
)}
|
||||||
|
|
||||||
|
<TextField label="Account Name" value={accountName} onChange={(e) => setAccountName(e.target.value)} size="small" required />
|
||||||
|
<TextField label="Payor Username" value={payorUsername} onChange={(e) => setPayorUsername(e.target.value)} size="small" helperText="Default: aetos" />
|
||||||
|
|
||||||
|
<Box sx={{ display: "flex", gap: 2 }}>
|
||||||
|
<TextField
|
||||||
|
label="Start Date"
|
||||||
|
type="datetime-local"
|
||||||
|
value={startDate}
|
||||||
|
onChange={(e) => setStartDate(e.target.value)}
|
||||||
|
size="small"
|
||||||
|
InputLabelProps={{ shrink: true }}
|
||||||
|
sx={{ flex: 1 }}
|
||||||
|
/>
|
||||||
|
<TextField
|
||||||
|
label="End Date"
|
||||||
|
type="datetime-local"
|
||||||
|
value={endDate}
|
||||||
|
onChange={(e) => setEndDate(e.target.value)}
|
||||||
|
size="small"
|
||||||
|
InputLabelProps={{ shrink: true }}
|
||||||
|
sx={{ flex: 1 }}
|
||||||
|
/>
|
||||||
|
</Box>
|
||||||
|
|
||||||
|
<Button
|
||||||
|
variant="contained"
|
||||||
|
onClick={handleCreate}
|
||||||
|
disabled={createMutation.isPending || !accountName || (sourceType === "file" && (!uploadedPath || !format)) || (sourceType === "email" && !format)}
|
||||||
|
>
|
||||||
|
{createMutation.isPending ? "Creating..." : "Create Fetch Request"}
|
||||||
|
</Button>
|
||||||
|
</Box>
|
||||||
|
</Paper>
|
||||||
|
|
||||||
|
<Paper sx={{ borderRadius: 4 }} variant="outlined">
|
||||||
|
<Box sx={{ display: "flex", alignItems: "center", justifyContent: "space-between", p: 2, pb: 0 }}>
|
||||||
|
<Typography variant="subtitle1" fontWeight={600}>
|
||||||
|
Fetch Requests
|
||||||
|
</Typography>
|
||||||
|
<IconButton onClick={() => refetch()} disabled={isFetching}>
|
||||||
|
<RefreshIcon />
|
||||||
|
</IconButton>
|
||||||
|
</Box>
|
||||||
|
|
||||||
|
{isLoading ? (
|
||||||
|
<Box sx={{ display: "flex", justifyContent: "center", p: 4 }}>
|
||||||
|
<CircularProgress />
|
||||||
|
</Box>
|
||||||
|
) : requests.length === 0 ? (
|
||||||
|
<Box sx={{ p: 4, textAlign: "center", color: "text.secondary" }}>
|
||||||
|
No fetch requests yet
|
||||||
|
</Box>
|
||||||
|
) : (
|
||||||
|
<TableContainer>
|
||||||
|
<Table size="small">
|
||||||
|
<TableHead>
|
||||||
|
<TableRow>
|
||||||
|
<TableCell>Fingerprint</TableCell>
|
||||||
|
<TableCell>Source</TableCell>
|
||||||
|
<TableCell>Account</TableCell>
|
||||||
|
<TableCell>Status</TableCell>
|
||||||
|
<TableCell>Created</TableCell>
|
||||||
|
<TableCell align="right">Actions</TableCell>
|
||||||
|
</TableRow>
|
||||||
|
</TableHead>
|
||||||
|
<TableBody>
|
||||||
|
{requests.map((req: FetchRequest) => (
|
||||||
|
<TableRow key={req.id}>
|
||||||
|
<TableCell sx={{ fontFamily: "monospace", fontSize: "0.8rem" }}>
|
||||||
|
<Box sx={{ display: "flex", alignItems: "center", gap: 0.5 }}>
|
||||||
|
{req.fingerprint}
|
||||||
|
<IconButton
|
||||||
|
size="small"
|
||||||
|
onClick={() => {
|
||||||
|
navigator.clipboard.writeText(req.fingerprint);
|
||||||
|
setSnackbar({ message: "Copied!", severity: "success" });
|
||||||
|
}}
|
||||||
|
sx={{ opacity: 0.5, '&:hover': { opacity: 1 } }}
|
||||||
|
>
|
||||||
|
<ContentCopyIcon sx={{ fontSize: 14 }} />
|
||||||
|
</IconButton>
|
||||||
|
</Box>
|
||||||
|
</TableCell>
|
||||||
|
<TableCell>
|
||||||
|
{"path" in req.source ? "File" : "Email"}
|
||||||
|
</TableCell>
|
||||||
|
<TableCell>{req.account_name}</TableCell>
|
||||||
|
<TableCell>
|
||||||
|
<Chip
|
||||||
|
label={req.status.replace(/_/g, " ")}
|
||||||
|
color={statusColors[req.status]}
|
||||||
|
size="small"
|
||||||
|
/>
|
||||||
|
</TableCell>
|
||||||
|
<TableCell>{formatDate(req.created_at)}</TableCell>
|
||||||
|
<TableCell align="right">
|
||||||
|
<IconButton size="small" onClick={() => setDeleteTarget(req)}>
|
||||||
|
<DeleteIcon fontSize="small" />
|
||||||
|
</IconButton>
|
||||||
|
</TableCell>
|
||||||
|
</TableRow>
|
||||||
|
))}
|
||||||
|
</TableBody>
|
||||||
|
</Table>
|
||||||
|
</TableContainer>
|
||||||
|
)}
|
||||||
|
</Paper>
|
||||||
|
|
||||||
|
<Snackbar
|
||||||
|
open={!!snackbar}
|
||||||
|
autoHideDuration={4000}
|
||||||
|
onClose={() => setSnackbar(null)}
|
||||||
|
anchorOrigin={{ vertical: "bottom", horizontal: "center" }}
|
||||||
|
>
|
||||||
|
{snackbar ? <Alert severity={snackbar.severity} onClose={() => setSnackbar(null)}>{snackbar.message}</Alert> : undefined}
|
||||||
|
</Snackbar>
|
||||||
|
|
||||||
|
<Dialog open={!!deleteTarget} onClose={() => setDeleteTarget(null)}>
|
||||||
|
<DialogTitle>Delete Fetch Request?</DialogTitle>
|
||||||
|
<DialogContent>
|
||||||
|
<DialogContentText>
|
||||||
|
This will permanently delete the fetch request and all associated data.
|
||||||
|
</DialogContentText>
|
||||||
|
</DialogContent>
|
||||||
|
<DialogActions>
|
||||||
|
<Button onClick={() => setDeleteTarget(null)}>Cancel</Button>
|
||||||
|
<Button onClick={handleDelete} color="error" disabled={deleteMutation.isPending}>
|
||||||
|
{deleteMutation.isPending ? "Deleting..." : "Delete"}
|
||||||
|
</Button>
|
||||||
|
</DialogActions>
|
||||||
|
</Dialog>
|
||||||
|
</Container>
|
||||||
|
);
|
||||||
|
}
|
||||||
@@ -91,6 +91,32 @@ export default function Header({
|
|||||||
|
|
||||||
<span style={{ flexGrow: 1 }} />
|
<span style={{ flexGrow: 1 }} />
|
||||||
|
|
||||||
|
{/* NAV LINKS */}
|
||||||
|
<Box
|
||||||
|
sx={{
|
||||||
|
display: { xs: "none", md: "flex" },
|
||||||
|
alignItems: "center",
|
||||||
|
mr: 2,
|
||||||
|
gap: 1,
|
||||||
|
}}
|
||||||
|
>
|
||||||
|
{[
|
||||||
|
{ label: "Dashboard", path: "/dashboard" },
|
||||||
|
{ label: "Fetch", path: "/fetch-requests" },
|
||||||
|
{ label: "Reports", path: "/reports" },
|
||||||
|
].map(({ label, path }) => (
|
||||||
|
<Button
|
||||||
|
key={path}
|
||||||
|
color="inherit"
|
||||||
|
onClick={() => navigate(path)}
|
||||||
|
sx={{ textTransform: "none", fontWeight: 500, px: 1.5 }}
|
||||||
|
size="small"
|
||||||
|
>
|
||||||
|
{label}
|
||||||
|
</Button>
|
||||||
|
))}
|
||||||
|
</Box>
|
||||||
|
|
||||||
{/* AUTH SECTION */}
|
{/* AUTH SECTION */}
|
||||||
{isAuthenticated ? (
|
{isAuthenticated ? (
|
||||||
<>
|
<>
|
||||||
|
|||||||
226
src/Home.tsx
226
src/Home.tsx
@@ -1,71 +1,180 @@
|
|||||||
import * as React from "react";
|
import * as React from "react";
|
||||||
import { Box, Typography, Button, Container, Stack } from "@mui/material";
|
import { Box, Typography, Button, Container, Grid, Paper, Chip } from "@mui/material";
|
||||||
import { useTheme, alpha } from "@mui/material/styles";
|
import { useTheme, alpha } from "@mui/material/styles";
|
||||||
import { useNavigate } from "react-router-dom";
|
import { useNavigate } from "react-router-dom";
|
||||||
|
import DashboardIcon from "@mui/icons-material/Dashboard";
|
||||||
|
import SyncIcon from "@mui/icons-material/Sync";
|
||||||
|
import BarChartIcon from "@mui/icons-material/BarChart";
|
||||||
|
import SettingsIcon from "@mui/icons-material/Settings";
|
||||||
import ArrowForwardIcon from "@mui/icons-material/ArrowForward";
|
import ArrowForwardIcon from "@mui/icons-material/ArrowForward";
|
||||||
|
import { useAuth } from "../react-auth";
|
||||||
|
|
||||||
export default function Home() {
|
interface FeatureCardProps {
|
||||||
|
icon: React.ReactNode;
|
||||||
|
title: string;
|
||||||
|
description: string;
|
||||||
|
path: string;
|
||||||
|
label?: string;
|
||||||
|
accent: string;
|
||||||
|
}
|
||||||
|
|
||||||
|
function FeatureCard({ icon, title, description, path, label, accent }: FeatureCardProps) {
|
||||||
const navigate = useNavigate();
|
const navigate = useNavigate();
|
||||||
const theme = useTheme();
|
const theme = useTheme();
|
||||||
|
|
||||||
|
return (
|
||||||
|
<Paper
|
||||||
|
elevation={0}
|
||||||
|
onClick={() => navigate(path)}
|
||||||
|
sx={{
|
||||||
|
p: 3,
|
||||||
|
borderRadius: 3,
|
||||||
|
border: "1px solid",
|
||||||
|
borderColor: "divider",
|
||||||
|
cursor: "pointer",
|
||||||
|
height: "100%",
|
||||||
|
display: "flex",
|
||||||
|
flexDirection: "column",
|
||||||
|
position: "relative",
|
||||||
|
overflow: "hidden",
|
||||||
|
transition: "all 0.25s ease",
|
||||||
|
"&::before": {
|
||||||
|
content: '""',
|
||||||
|
position: "absolute",
|
||||||
|
top: 0,
|
||||||
|
left: 0,
|
||||||
|
right: 0,
|
||||||
|
height: 3,
|
||||||
|
background: accent,
|
||||||
|
opacity: 0,
|
||||||
|
transition: "opacity 0.25s ease",
|
||||||
|
},
|
||||||
|
"&:hover": {
|
||||||
|
transform: "translateY(-4px)",
|
||||||
|
boxShadow: `0 12px 32px ${alpha(theme.palette.common.black, theme.palette.mode === "dark" ? 0.3 : 0.08)}`,
|
||||||
|
borderColor: "transparent",
|
||||||
|
"&::before": { opacity: 1 },
|
||||||
|
},
|
||||||
|
}}
|
||||||
|
>
|
||||||
|
<Box sx={{ display: "flex", alignItems: "center", gap: 1.5, mb: 1.5 }}>
|
||||||
|
<Box
|
||||||
|
sx={{
|
||||||
|
width: 40,
|
||||||
|
height: 40,
|
||||||
|
borderRadius: 2,
|
||||||
|
display: "flex",
|
||||||
|
alignItems: "center",
|
||||||
|
justifyContent: "center",
|
||||||
|
background: alpha(accent, 0.12),
|
||||||
|
color: accent,
|
||||||
|
}}
|
||||||
|
>
|
||||||
|
{icon}
|
||||||
|
</Box>
|
||||||
|
<Typography variant="subtitle1" fontWeight={700}>
|
||||||
|
{title}
|
||||||
|
</Typography>
|
||||||
|
</Box>
|
||||||
|
|
||||||
|
<Typography variant="body2" color="text.secondary" sx={{ flex: 1, lineHeight: 1.6 }}>
|
||||||
|
{description}
|
||||||
|
</Typography>
|
||||||
|
|
||||||
|
{label && (
|
||||||
|
<Chip
|
||||||
|
label={label}
|
||||||
|
size="small"
|
||||||
|
variant="outlined"
|
||||||
|
sx={{ mt: 2, alignSelf: "flex-start", textTransform: "capitalize" }}
|
||||||
|
/>
|
||||||
|
)}
|
||||||
|
</Paper>
|
||||||
|
);
|
||||||
|
}
|
||||||
|
|
||||||
|
export default function Home() {
|
||||||
|
const navigate = useNavigate();
|
||||||
|
const theme = useTheme();
|
||||||
|
const { currentUser } = useAuth();
|
||||||
|
|
||||||
|
const features = [
|
||||||
|
{
|
||||||
|
icon: <DashboardIcon />,
|
||||||
|
title: "Dashboard",
|
||||||
|
description: "Visualise inflows and outflows with interactive charts, drill into categories, and track trends over daily, weekly, and monthly periods.",
|
||||||
|
path: "/dashboard",
|
||||||
|
accent: theme.palette.mode === "dark" ? "#818cf8" : "#6366f1",
|
||||||
|
},
|
||||||
|
{
|
||||||
|
icon: <SyncIcon />,
|
||||||
|
title: "Fetch Requests",
|
||||||
|
description: "Upload bank statements or configure email ingestion to auto-import transactions. Track pipeline status from pending through to completion.",
|
||||||
|
path: "/fetch-requests",
|
||||||
|
accent: theme.palette.mode === "dark" ? "#34d399" : "#10b981",
|
||||||
|
},
|
||||||
|
{
|
||||||
|
icon: <BarChartIcon />,
|
||||||
|
title: "Report Snapshots",
|
||||||
|
description: "Generate cached report snapshots with custom filters — accounts, date ranges, amount bounds — then pin a snapshot on the dashboard for consistent comparisons.",
|
||||||
|
path: "/reports",
|
||||||
|
accent: theme.palette.mode === "dark" ? "#fbbf24" : "#f59e0b",
|
||||||
|
},
|
||||||
|
{
|
||||||
|
icon: <SettingsIcon />,
|
||||||
|
title: "Admin",
|
||||||
|
description: "Full CRUD over accounts, expenses, tags, and payors. Manage your data programmatically through the OpenAPI-driven admin panel.",
|
||||||
|
path: "/admin",
|
||||||
|
accent: theme.palette.mode === "dark" ? "#e879f9" : "#d946ef",
|
||||||
|
},
|
||||||
|
];
|
||||||
|
|
||||||
return (
|
return (
|
||||||
<Box
|
<Box
|
||||||
sx={{
|
sx={{
|
||||||
width: "100%",
|
minHeight: "calc(100vh - 64px)",
|
||||||
minHeight: "calc(100vh - 64px)", // accounting for header
|
|
||||||
display: "flex",
|
display: "flex",
|
||||||
alignItems: "center",
|
flexDirection: "column",
|
||||||
justifyContent: "center",
|
|
||||||
position: "relative",
|
position: "relative",
|
||||||
overflow: "hidden",
|
overflow: "hidden",
|
||||||
"&::before": {
|
"&::before": {
|
||||||
content: '""',
|
content: '""',
|
||||||
position: "absolute",
|
position: "absolute",
|
||||||
top: "-20%",
|
top: "-15%",
|
||||||
left: "-10%",
|
left: "-8%",
|
||||||
width: "50%",
|
width: "45%",
|
||||||
height: "60%",
|
height: "55%",
|
||||||
background: "radial-gradient(circle, rgba(99,102,241,0.15) 0%, rgba(0,0,0,0) 70%)",
|
background: "radial-gradient(circle, rgba(99,102,241,0.12) 0%, transparent 70%)",
|
||||||
zIndex: 0,
|
zIndex: 0,
|
||||||
},
|
},
|
||||||
"&::after": {
|
"&::after": {
|
||||||
content: '""',
|
content: '""',
|
||||||
position: "absolute",
|
position: "absolute",
|
||||||
bottom: "-20%",
|
bottom: "-15%",
|
||||||
right: "-10%",
|
right: "-8%",
|
||||||
width: "50%",
|
width: "45%",
|
||||||
height: "60%",
|
height: "55%",
|
||||||
background: "radial-gradient(circle, rgba(236,72,153,0.15) 0%, rgba(0,0,0,0) 70%)",
|
background: "radial-gradient(circle, rgba(236,72,153,0.1) 0%, transparent 70%)",
|
||||||
zIndex: 0,
|
zIndex: 0,
|
||||||
},
|
},
|
||||||
}}
|
}}
|
||||||
>
|
>
|
||||||
<Container maxWidth="lg" sx={{ position: "relative", zIndex: 1 }}>
|
<Container maxWidth="lg" sx={{ position: "relative", zIndex: 1, flex: 1, display: "flex", flexDirection: "column", justifyContent: "center", py: 6 }}>
|
||||||
<Stack
|
<Box
|
||||||
spacing={4}
|
|
||||||
alignItems="center"
|
|
||||||
textAlign="center"
|
|
||||||
sx={{
|
sx={{
|
||||||
p: { xs: 4, md: 8 },
|
textAlign: "center",
|
||||||
backdropFilter: "blur(20px)",
|
mb: 6,
|
||||||
backgroundColor: (t) => alpha(t.palette.common.white, t.palette.mode === "dark" ? 0.04 : 0.6),
|
|
||||||
border: "1px solid",
|
|
||||||
borderColor: "divider",
|
|
||||||
borderRadius: 4,
|
|
||||||
boxShadow: (t) =>
|
|
||||||
t.palette.mode === "dark"
|
|
||||||
? "0 8px 32px 0 rgba(0, 0, 0, 0.5)"
|
|
||||||
: "0 8px 32px 0 rgba(31, 38, 135, 0.07)",
|
|
||||||
}}
|
}}
|
||||||
>
|
>
|
||||||
<Typography
|
<Typography
|
||||||
variant="h1"
|
variant="h1"
|
||||||
sx={{
|
sx={{
|
||||||
fontWeight: 800,
|
fontWeight: 800,
|
||||||
fontSize: { xs: "3rem", md: "5rem" },
|
fontSize: { xs: "2.5rem", sm: "3.5rem", md: "5rem" },
|
||||||
background: "linear-gradient(45deg, #6366f1 30%, #ec4899 90%)",
|
background: "linear-gradient(135deg, #6366f1 0%, #ec4899 50%, #f59e0b 100%)",
|
||||||
WebkitBackgroundClip: "text",
|
WebkitBackgroundClip: "text",
|
||||||
WebkitTextFillColor: "transparent",
|
WebkitTextFillColor: "transparent",
|
||||||
|
letterSpacing: "-0.03em",
|
||||||
mb: 2,
|
mb: 2,
|
||||||
}}
|
}}
|
||||||
>
|
>
|
||||||
@@ -73,14 +182,20 @@ export default function Home() {
|
|||||||
</Typography>
|
</Typography>
|
||||||
|
|
||||||
<Typography
|
<Typography
|
||||||
variant="h5"
|
variant="h6"
|
||||||
color="text.secondary"
|
color="text.secondary"
|
||||||
sx={{ maxWidth: "600px", lineHeight: 1.6 }}
|
sx={{
|
||||||
|
maxWidth: 580,
|
||||||
|
mx: "auto",
|
||||||
|
lineHeight: 1.7,
|
||||||
|
fontWeight: 400,
|
||||||
|
fontSize: { xs: "1rem", md: "1.15rem" },
|
||||||
|
}}
|
||||||
>
|
>
|
||||||
Your intelligent, extensible financial ledger. Control accounts, manage transactions, and track your data dynamically with our OpenAPI-driven architecture.
|
Your intelligent, extensible financial ledger. Import transactions, generate reports, and stay on top of your cashflow.
|
||||||
</Typography>
|
</Typography>
|
||||||
|
|
||||||
<Box mt={4}>
|
<Box sx={{ mt: 4, display: "flex", gap: 2, justifyContent: "center", flexWrap: "wrap" }}>
|
||||||
<Button
|
<Button
|
||||||
variant="contained"
|
variant="contained"
|
||||||
size="large"
|
size="large"
|
||||||
@@ -88,21 +203,44 @@ export default function Home() {
|
|||||||
onClick={() => navigate("/dashboard")}
|
onClick={() => navigate("/dashboard")}
|
||||||
sx={{
|
sx={{
|
||||||
px: 4,
|
px: 4,
|
||||||
py: 1.5,
|
py: 1.4,
|
||||||
borderRadius: "50px",
|
borderRadius: "50px",
|
||||||
fontWeight: "bold",
|
fontWeight: 700,
|
||||||
background: "linear-gradient(45deg, #6366f1 30%, #ec4899 90%)",
|
background: "linear-gradient(135deg, #6366f1 0%, #ec4899 100%)",
|
||||||
transition: "transform 0.2s ease-in-out, box-shadow 0.2s",
|
transition: "transform 0.2s ease, box-shadow 0.2s",
|
||||||
"&:hover": {
|
"&:hover": {
|
||||||
transform: "translateY(-3px)",
|
transform: "translateY(-2px)",
|
||||||
boxShadow: (t) => `0 8px 20px ${alpha(t.palette.primary.main, 0.4)}`,
|
boxShadow: `0 8px 24px ${alpha(theme.palette.primary.main, 0.35)}`,
|
||||||
},
|
},
|
||||||
}}
|
}}
|
||||||
>
|
>
|
||||||
Enter Dashboard
|
Enter Dashboard
|
||||||
</Button>
|
</Button>
|
||||||
|
<Button
|
||||||
|
variant="outlined"
|
||||||
|
size="large"
|
||||||
|
onClick={() => navigate("/fetch-requests")}
|
||||||
|
sx={{
|
||||||
|
px: 4,
|
||||||
|
py: 1.4,
|
||||||
|
borderRadius: "50px",
|
||||||
|
fontWeight: 600,
|
||||||
|
borderWidth: 2,
|
||||||
|
"&:hover": { borderWidth: 2 },
|
||||||
|
}}
|
||||||
|
>
|
||||||
|
Import Data
|
||||||
|
</Button>
|
||||||
</Box>
|
</Box>
|
||||||
</Stack>
|
</Box>
|
||||||
|
|
||||||
|
<Grid container spacing={3}>
|
||||||
|
{features.map((f) => (
|
||||||
|
<Grid key={f.title} size={{ xs: 12, sm: 6, md: 3 }}>
|
||||||
|
<FeatureCard {...f} />
|
||||||
|
</Grid>
|
||||||
|
))}
|
||||||
|
</Grid>
|
||||||
</Container>
|
</Container>
|
||||||
</Box>
|
</Box>
|
||||||
);
|
);
|
||||||
|
|||||||
273
src/ReportSnapshots.tsx
Normal file
273
src/ReportSnapshots.tsx
Normal file
@@ -0,0 +1,273 @@
|
|||||||
|
import * as React from "react";
|
||||||
|
import {
|
||||||
|
Box,
|
||||||
|
Container,
|
||||||
|
Paper,
|
||||||
|
Typography,
|
||||||
|
TextField,
|
||||||
|
Button,
|
||||||
|
Table,
|
||||||
|
TableBody,
|
||||||
|
TableCell,
|
||||||
|
TableContainer,
|
||||||
|
TableHead,
|
||||||
|
TableRow,
|
||||||
|
IconButton,
|
||||||
|
CircularProgress,
|
||||||
|
Alert,
|
||||||
|
Snackbar,
|
||||||
|
Dialog,
|
||||||
|
DialogTitle,
|
||||||
|
DialogContent,
|
||||||
|
DialogContentText,
|
||||||
|
DialogActions,
|
||||||
|
Switch,
|
||||||
|
FormControlLabel,
|
||||||
|
Chip,
|
||||||
|
} from "@mui/material";
|
||||||
|
import DeleteIcon from "@mui/icons-material/Delete";
|
||||||
|
import AddCircleIcon from "@mui/icons-material/AddCircle";
|
||||||
|
import RefreshIcon from "@mui/icons-material/Refresh";
|
||||||
|
import ContentCopyIcon from "@mui/icons-material/ContentCopy";
|
||||||
|
import {
|
||||||
|
useReportSnapshotsList,
|
||||||
|
useCreateSnapshot,
|
||||||
|
useDeleteSnapshot,
|
||||||
|
} from "./features/report-snapshots";
|
||||||
|
import type { ReportSnapshot } from "./features/report-snapshots";
|
||||||
|
|
||||||
|
function formatDate(iso: string) {
|
||||||
|
const d = new Date(iso);
|
||||||
|
return d.toLocaleString();
|
||||||
|
}
|
||||||
|
|
||||||
|
export default function ReportSnapshots() {
|
||||||
|
const [ignoreSelf, setIgnoreSelf] = React.useState(true);
|
||||||
|
const [startDate, setStartDate] = React.useState("");
|
||||||
|
const [endDate, setEndDate] = React.useState("");
|
||||||
|
const [minAmount, setMinAmount] = React.useState("");
|
||||||
|
const [maxAmount, setMaxAmount] = React.useState("");
|
||||||
|
const [snackbar, setSnackbar] = React.useState<{ message: string; severity: "success" | "error" } | null>(null);
|
||||||
|
const [deleteTarget, setDeleteTarget] = React.useState<ReportSnapshot | null>(null);
|
||||||
|
const [createdSnapshotId, setCreatedSnapshotId] = React.useState<string | null>(null);
|
||||||
|
|
||||||
|
const { data: listData, isLoading, isFetching, refetch } = useReportSnapshotsList();
|
||||||
|
const createMutation = useCreateSnapshot();
|
||||||
|
const deleteMutation = useDeleteSnapshot();
|
||||||
|
|
||||||
|
const snapshots = listData?.data ?? [];
|
||||||
|
|
||||||
|
const handleCreate = async () => {
|
||||||
|
try {
|
||||||
|
const result = await createMutation.mutateAsync({
|
||||||
|
ignore_self: ignoreSelf || null,
|
||||||
|
start_date: startDate ? new Date(startDate).toISOString() : null,
|
||||||
|
end_date: endDate ? new Date(endDate).toISOString() : null,
|
||||||
|
min_amount: minAmount ? parseFloat(minAmount) : null,
|
||||||
|
max_amount: maxAmount ? parseFloat(maxAmount) : null,
|
||||||
|
});
|
||||||
|
const snapshotId = (result as any)?.snapshot_id;
|
||||||
|
if (snapshotId) {
|
||||||
|
setCreatedSnapshotId(snapshotId);
|
||||||
|
setSnackbar({ message: `Snapshot created: ${snapshotId}`, severity: "success" });
|
||||||
|
} else {
|
||||||
|
setSnackbar({ message: "Snapshot created", severity: "success" });
|
||||||
|
}
|
||||||
|
resetForm();
|
||||||
|
} catch (err: any) {
|
||||||
|
setSnackbar({ message: err?.response?.data?.detail || "Failed to create snapshot", severity: "error" });
|
||||||
|
}
|
||||||
|
};
|
||||||
|
|
||||||
|
const resetForm = () => {
|
||||||
|
setIgnoreSelf(false);
|
||||||
|
setStartDate("");
|
||||||
|
setEndDate("");
|
||||||
|
setMinAmount("");
|
||||||
|
setMaxAmount("");
|
||||||
|
};
|
||||||
|
|
||||||
|
const handleDelete = async () => {
|
||||||
|
if (!deleteTarget) return;
|
||||||
|
try {
|
||||||
|
await deleteMutation.mutateAsync(deleteTarget.snapshot_id);
|
||||||
|
setSnackbar({ message: "Snapshot deleted", severity: "success" });
|
||||||
|
} catch {
|
||||||
|
setSnackbar({ message: "Failed to delete snapshot", severity: "error" });
|
||||||
|
}
|
||||||
|
setDeleteTarget(null);
|
||||||
|
};
|
||||||
|
|
||||||
|
return (
|
||||||
|
<Container sx={{ mt: 4, mb: 4 }}>
|
||||||
|
<Typography variant="h5" fontWeight="bold" gutterBottom>
|
||||||
|
Report Snapshots
|
||||||
|
</Typography>
|
||||||
|
|
||||||
|
<Paper sx={{ p: 3, mb: 4, borderRadius: 4 }} variant="outlined">
|
||||||
|
<Typography variant="subtitle1" fontWeight={600} gutterBottom>
|
||||||
|
Generate New Snapshot
|
||||||
|
</Typography>
|
||||||
|
|
||||||
|
<Box sx={{ display: "flex", flexDirection: "column", gap: 2 }}>
|
||||||
|
<FormControlLabel
|
||||||
|
control={<Switch checked={ignoreSelf} onChange={(e) => setIgnoreSelf(e.target.checked)} />}
|
||||||
|
label="Ignore self-transfers"
|
||||||
|
/>
|
||||||
|
|
||||||
|
<Box sx={{ display: "flex", gap: 2 }}>
|
||||||
|
<TextField
|
||||||
|
label="Start Date"
|
||||||
|
type="datetime-local"
|
||||||
|
value={startDate}
|
||||||
|
onChange={(e) => setStartDate(e.target.value)}
|
||||||
|
size="small"
|
||||||
|
InputLabelProps={{ shrink: true }}
|
||||||
|
sx={{ flex: 1 }}
|
||||||
|
/>
|
||||||
|
<TextField
|
||||||
|
label="End Date"
|
||||||
|
type="datetime-local"
|
||||||
|
value={endDate}
|
||||||
|
onChange={(e) => setEndDate(e.target.value)}
|
||||||
|
size="small"
|
||||||
|
InputLabelProps={{ shrink: true }}
|
||||||
|
sx={{ flex: 1 }}
|
||||||
|
/>
|
||||||
|
</Box>
|
||||||
|
|
||||||
|
<Box sx={{ display: "flex", gap: 2 }}>
|
||||||
|
<TextField
|
||||||
|
label="Min Amount"
|
||||||
|
type="number"
|
||||||
|
value={minAmount}
|
||||||
|
onChange={(e) => setMinAmount(e.target.value)}
|
||||||
|
size="small"
|
||||||
|
sx={{ flex: 1 }}
|
||||||
|
/>
|
||||||
|
<TextField
|
||||||
|
label="Max Amount"
|
||||||
|
type="number"
|
||||||
|
value={maxAmount}
|
||||||
|
onChange={(e) => setMaxAmount(e.target.value)}
|
||||||
|
size="small"
|
||||||
|
sx={{ flex: 1 }}
|
||||||
|
/>
|
||||||
|
</Box>
|
||||||
|
|
||||||
|
<Button
|
||||||
|
variant="contained"
|
||||||
|
startIcon={<AddCircleIcon />}
|
||||||
|
onClick={handleCreate}
|
||||||
|
disabled={createMutation.isPending}
|
||||||
|
>
|
||||||
|
{createMutation.isPending ? "Generating..." : "Generate Snapshot"}
|
||||||
|
</Button>
|
||||||
|
|
||||||
|
{createdSnapshotId && (
|
||||||
|
<Alert severity="success" onClose={() => setCreatedSnapshotId(null)}>
|
||||||
|
Snapshot created: <strong>{createdSnapshotId}</strong>. Use it in the Dashboard snapshot selector.
|
||||||
|
</Alert>
|
||||||
|
)}
|
||||||
|
</Box>
|
||||||
|
</Paper>
|
||||||
|
|
||||||
|
<Paper sx={{ borderRadius: 4 }} variant="outlined">
|
||||||
|
<Box sx={{ display: "flex", alignItems: "center", justifyContent: "space-between", p: 2, pb: 0 }}>
|
||||||
|
<Typography variant="subtitle1" fontWeight={600}>
|
||||||
|
Existing Snapshots
|
||||||
|
</Typography>
|
||||||
|
<IconButton onClick={() => refetch()} disabled={isFetching}>
|
||||||
|
<RefreshIcon />
|
||||||
|
</IconButton>
|
||||||
|
</Box>
|
||||||
|
|
||||||
|
{isLoading ? (
|
||||||
|
<Box sx={{ display: "flex", justifyContent: "center", p: 4 }}>
|
||||||
|
<CircularProgress />
|
||||||
|
</Box>
|
||||||
|
) : snapshots.length === 0 ? (
|
||||||
|
<Box sx={{ p: 4, textAlign: "center", color: "text.secondary" }}>
|
||||||
|
No snapshots yet
|
||||||
|
</Box>
|
||||||
|
) : (
|
||||||
|
<TableContainer>
|
||||||
|
<Table size="small">
|
||||||
|
<TableHead>
|
||||||
|
<TableRow>
|
||||||
|
<TableCell>Snapshot ID</TableCell>
|
||||||
|
<TableCell>Created</TableCell>
|
||||||
|
<TableCell>Query</TableCell>
|
||||||
|
<TableCell align="right">Actions</TableCell>
|
||||||
|
</TableRow>
|
||||||
|
</TableHead>
|
||||||
|
<TableBody>
|
||||||
|
{snapshots.map((snap: ReportSnapshot) => (
|
||||||
|
<TableRow key={snap.id}>
|
||||||
|
<TableCell sx={{ fontFamily: "monospace", fontSize: "0.8rem" }}>
|
||||||
|
<Box sx={{ display: "flex", alignItems: "center", gap: 0.5 }}>
|
||||||
|
{snap.snapshot_id}
|
||||||
|
<IconButton
|
||||||
|
size="small"
|
||||||
|
onClick={() => {
|
||||||
|
navigator.clipboard.writeText(snap.snapshot_id);
|
||||||
|
setSnackbar({ message: "Copied!", severity: "success" });
|
||||||
|
}}
|
||||||
|
sx={{ opacity: 0.5, '&:hover': { opacity: 1 } }}
|
||||||
|
>
|
||||||
|
<ContentCopyIcon sx={{ fontSize: 14 }} />
|
||||||
|
</IconButton>
|
||||||
|
</Box>
|
||||||
|
</TableCell>
|
||||||
|
<TableCell>{formatDate(snap.created_at)}</TableCell>
|
||||||
|
<TableCell>
|
||||||
|
{snap.query ? (
|
||||||
|
<Box sx={{ display: "flex", gap: 0.5, flexWrap: "wrap" }}>
|
||||||
|
{snap.query.accounts && <Chip label={`${snap.query.accounts.length} account(s)`} size="small" variant="outlined" />}
|
||||||
|
{snap.query.ignore_self && <Chip label="ignore_self" size="small" variant="outlined" />}
|
||||||
|
{snap.query.start_date && <Chip label="start" size="small" variant="outlined" />}
|
||||||
|
{snap.query.end_date && <Chip label="end" size="small" variant="outlined" />}
|
||||||
|
</Box>
|
||||||
|
) : (
|
||||||
|
<Typography variant="body2" color="text.secondary">—</Typography>
|
||||||
|
)}
|
||||||
|
</TableCell>
|
||||||
|
<TableCell align="right">
|
||||||
|
<IconButton size="small" onClick={() => setDeleteTarget(snap)}>
|
||||||
|
<DeleteIcon fontSize="small" />
|
||||||
|
</IconButton>
|
||||||
|
</TableCell>
|
||||||
|
</TableRow>
|
||||||
|
))}
|
||||||
|
</TableBody>
|
||||||
|
</Table>
|
||||||
|
</TableContainer>
|
||||||
|
)}
|
||||||
|
</Paper>
|
||||||
|
|
||||||
|
<Snackbar
|
||||||
|
open={!!snackbar}
|
||||||
|
autoHideDuration={4000}
|
||||||
|
onClose={() => setSnackbar(null)}
|
||||||
|
anchorOrigin={{ vertical: "bottom", horizontal: "center" }}
|
||||||
|
>
|
||||||
|
{snackbar ? <Alert severity={snackbar.severity} onClose={() => setSnackbar(null)}>{snackbar.message}</Alert> : undefined}
|
||||||
|
</Snackbar>
|
||||||
|
|
||||||
|
<Dialog open={!!deleteTarget} onClose={() => setDeleteTarget(null)}>
|
||||||
|
<DialogTitle>Delete Snapshot?</DialogTitle>
|
||||||
|
<DialogContent>
|
||||||
|
<DialogContentText>
|
||||||
|
This will permanently delete the report snapshot.
|
||||||
|
</DialogContentText>
|
||||||
|
</DialogContent>
|
||||||
|
<DialogActions>
|
||||||
|
<Button onClick={() => setDeleteTarget(null)}>Cancel</Button>
|
||||||
|
<Button onClick={handleDelete} color="error" disabled={deleteMutation.isPending}>
|
||||||
|
{deleteMutation.isPending ? "Deleting..." : "Delete"}
|
||||||
|
</Button>
|
||||||
|
</DialogActions>
|
||||||
|
</Dialog>
|
||||||
|
</Container>
|
||||||
|
);
|
||||||
|
}
|
||||||
38
src/features/fetch-requests/fetch-requests.models.ts
Normal file
38
src/features/fetch-requests/fetch-requests.models.ts
Normal file
@@ -0,0 +1,38 @@
|
|||||||
|
export type FetchRequestStatus = "pending" | "processing" | "raw_expenses_done" | "enriched_done" | "completed" | "failed";
|
||||||
|
|
||||||
|
export interface FileSource {
|
||||||
|
path: string;
|
||||||
|
format: string;
|
||||||
|
}
|
||||||
|
|
||||||
|
export interface EmailSource {
|
||||||
|
format: string;
|
||||||
|
from_email?: string;
|
||||||
|
subject?: string;
|
||||||
|
raw_terms?: string[];
|
||||||
|
}
|
||||||
|
|
||||||
|
export interface FetchRequestCreate {
|
||||||
|
source: FileSource | EmailSource;
|
||||||
|
account_name: string;
|
||||||
|
payor_username?: string;
|
||||||
|
start_date?: string;
|
||||||
|
end_date?: string;
|
||||||
|
}
|
||||||
|
|
||||||
|
export interface FetchRequest extends FetchRequestCreate {
|
||||||
|
id: string;
|
||||||
|
status: FetchRequestStatus;
|
||||||
|
fingerprint: string;
|
||||||
|
completed_at?: string | null;
|
||||||
|
error_message?: string | null;
|
||||||
|
created_at: string;
|
||||||
|
}
|
||||||
|
|
||||||
|
export interface UploadResult {
|
||||||
|
original_filename: string;
|
||||||
|
saved_as: string;
|
||||||
|
content_type: string;
|
||||||
|
url: string;
|
||||||
|
absolute_path: string;
|
||||||
|
}
|
||||||
15
src/features/fetch-requests/index.ts
Normal file
15
src/features/fetch-requests/index.ts
Normal file
@@ -0,0 +1,15 @@
|
|||||||
|
export type {
|
||||||
|
FetchRequest,
|
||||||
|
FetchRequestCreate,
|
||||||
|
FetchRequestStatus,
|
||||||
|
FileSource,
|
||||||
|
EmailSource,
|
||||||
|
UploadResult,
|
||||||
|
} from "./fetch-requests.models";
|
||||||
|
export {
|
||||||
|
useFetchRequestsList,
|
||||||
|
useFetchRequest,
|
||||||
|
useCreateFetchRequest,
|
||||||
|
useDeleteFetchRequest,
|
||||||
|
useUploadFile,
|
||||||
|
} from "./useFetchRequests";
|
||||||
43
src/features/fetch-requests/useFetchRequests.ts
Normal file
43
src/features/fetch-requests/useFetchRequests.ts
Normal file
@@ -0,0 +1,43 @@
|
|||||||
|
import { useResourceByName } from "../../../react-openapi";
|
||||||
|
import { api } from "../../../react-openapi/api/client";
|
||||||
|
import { useMutation } from "@tanstack/react-query";
|
||||||
|
|
||||||
|
export function useFetchRequestsList(params?: {
|
||||||
|
status?: string;
|
||||||
|
account_name?: string;
|
||||||
|
source_type?: string;
|
||||||
|
}) {
|
||||||
|
const { useList } = useResourceByName("fetch-requests");
|
||||||
|
return useList(params);
|
||||||
|
}
|
||||||
|
|
||||||
|
export function useFetchRequest(id: string) {
|
||||||
|
const { useRead } = useResourceByName("fetch-requests");
|
||||||
|
return useRead(id);
|
||||||
|
}
|
||||||
|
|
||||||
|
export function useCreateFetchRequest() {
|
||||||
|
const { useCreate } = useResourceByName("fetch-requests");
|
||||||
|
return useCreate();
|
||||||
|
}
|
||||||
|
|
||||||
|
export function useDeleteFetchRequest() {
|
||||||
|
const { useDelete } = useResourceByName("fetch-requests");
|
||||||
|
return useDelete();
|
||||||
|
}
|
||||||
|
|
||||||
|
export function useUploadFile() {
|
||||||
|
return useMutation({
|
||||||
|
mutationFn: async (file: File) => {
|
||||||
|
const arrayBuffer = await file.arrayBuffer();
|
||||||
|
const binary = new Uint8Array(arrayBuffer);
|
||||||
|
const res = await api.post("/uploads", binary, {
|
||||||
|
headers: {
|
||||||
|
"Content-Type": file.type,
|
||||||
|
"Content-Disposition": `attachment; filename="${file.name}"`,
|
||||||
|
},
|
||||||
|
});
|
||||||
|
return res.data;
|
||||||
|
},
|
||||||
|
});
|
||||||
|
}
|
||||||
9
src/features/report-snapshots/index.ts
Normal file
9
src/features/report-snapshots/index.ts
Normal file
@@ -0,0 +1,9 @@
|
|||||||
|
export type {
|
||||||
|
ReportSnapshot,
|
||||||
|
ReportQuery,
|
||||||
|
} from "./report-snapshots.models";
|
||||||
|
export {
|
||||||
|
useReportSnapshotsList,
|
||||||
|
useCreateSnapshot,
|
||||||
|
useDeleteSnapshot,
|
||||||
|
} from "./useReportSnapshots";
|
||||||
15
src/features/report-snapshots/report-snapshots.models.ts
Normal file
15
src/features/report-snapshots/report-snapshots.models.ts
Normal file
@@ -0,0 +1,15 @@
|
|||||||
|
export interface ReportQuery {
|
||||||
|
accounts?: string[] | null;
|
||||||
|
ignore_self?: boolean | null;
|
||||||
|
start_date?: string | null;
|
||||||
|
end_date?: string | null;
|
||||||
|
min_amount?: number | null;
|
||||||
|
max_amount?: number | null;
|
||||||
|
}
|
||||||
|
|
||||||
|
export interface ReportSnapshot {
|
||||||
|
id: string;
|
||||||
|
snapshot_id: string;
|
||||||
|
created_at: string;
|
||||||
|
query?: ReportQuery;
|
||||||
|
}
|
||||||
16
src/features/report-snapshots/useReportSnapshots.ts
Normal file
16
src/features/report-snapshots/useReportSnapshots.ts
Normal file
@@ -0,0 +1,16 @@
|
|||||||
|
import { useResourceByName } from "../../../react-openapi";
|
||||||
|
|
||||||
|
export function useReportSnapshotsList() {
|
||||||
|
const { useList } = useResourceByName("reports");
|
||||||
|
return useList();
|
||||||
|
}
|
||||||
|
|
||||||
|
export function useCreateSnapshot() {
|
||||||
|
const { useCreate } = useResourceByName("reports");
|
||||||
|
return useCreate();
|
||||||
|
}
|
||||||
|
|
||||||
|
export function useDeleteSnapshot() {
|
||||||
|
const { useDelete } = useResourceByName("reports");
|
||||||
|
return useDelete();
|
||||||
|
}
|
||||||
@@ -9,10 +9,13 @@ export interface ReportParams {
|
|||||||
}
|
}
|
||||||
|
|
||||||
export function useReport(params: ReportParams) {
|
export function useReport(params: ReportParams) {
|
||||||
const { useList } = useResourceByName("reports");
|
const { useRead } = useResourceByName("reports");
|
||||||
|
|
||||||
return useList({
|
return useRead(
|
||||||
...params,
|
params.snapshot_id ? params.snapshot_id : "latest",
|
||||||
periods: params.periods,
|
{
|
||||||
});
|
...params,
|
||||||
|
periods: params.periods,
|
||||||
|
}
|
||||||
|
);
|
||||||
}
|
}
|
||||||
|
|||||||
@@ -12,6 +12,8 @@ import {
|
|||||||
} from "@mui/material";
|
} from "@mui/material";
|
||||||
import Home from './Home';
|
import Home from './Home';
|
||||||
import Dashboard from './Dashboard';
|
import Dashboard from './Dashboard';
|
||||||
|
import FetchRequests from './FetchRequests';
|
||||||
|
import ReportSnapshots from './ReportSnapshots';
|
||||||
import { Admin, AppProvider } from '../react-openapi';
|
import { Admin, AppProvider } from '../react-openapi';
|
||||||
import { configuration, profileConfiguration } from './openapi-config';
|
import { configuration, profileConfiguration } from './openapi-config';
|
||||||
import { Buffer } from 'buffer';
|
import { Buffer } from 'buffer';
|
||||||
@@ -33,6 +35,8 @@ const routerMapping = [
|
|||||||
{ path: "/", component: Home, headerTitle: "Home" },
|
{ path: "/", component: Home, headerTitle: "Home" },
|
||||||
{ path: "/home", component: Home, headerTitle: "Home" },
|
{ path: "/home", component: Home, headerTitle: "Home" },
|
||||||
{ path: "/dashboard", component: Dashboard, headerTitle: "Dashboard" },
|
{ path: "/dashboard", component: Dashboard, headerTitle: "Dashboard" },
|
||||||
|
{ path: "/fetch-requests", component: FetchRequests, headerTitle: "Fetch Requests" },
|
||||||
|
{ path: "/reports", component: ReportSnapshots, headerTitle: "Reports" },
|
||||||
{ path: "/admin/*", component: Admin, headerTitle: "Admin" },
|
{ path: "/admin/*", component: Admin, headerTitle: "Admin" },
|
||||||
];
|
];
|
||||||
|
|
||||||
|
|||||||
@@ -2,9 +2,14 @@ import { ResourceOverride } from "../react-openapi/types/overrides";
|
|||||||
|
|
||||||
export const configuration: Record<string, ResourceOverride> = {
|
export const configuration: Record<string, ResourceOverride> = {
|
||||||
expenses: {
|
expenses: {
|
||||||
|
filterOptions: {
|
||||||
|
mode: "client",
|
||||||
|
fields: ["account", "payee", "tags", "occurred_at", "amount"],
|
||||||
|
},
|
||||||
fields: {
|
fields: {
|
||||||
payee: {
|
payee: {
|
||||||
displayField: "name",
|
displayField: "name",
|
||||||
|
filterType: "autocomplete",
|
||||||
},
|
},
|
||||||
payor: {
|
payor: {
|
||||||
display: false,
|
display: false,
|
||||||
@@ -12,11 +17,14 @@ export const configuration: Record<string, ResourceOverride> = {
|
|||||||
},
|
},
|
||||||
account: {
|
account: {
|
||||||
displayField: "name",
|
displayField: "name",
|
||||||
|
filterType: "multiselect",
|
||||||
},
|
},
|
||||||
tags: {
|
tags: {
|
||||||
displayField: ["name", "icon"],
|
displayField: ["name", "icon"],
|
||||||
|
filterType: "autocomplete",
|
||||||
},
|
},
|
||||||
occurred_at: {
|
occurred_at: {
|
||||||
|
filterType: "date-range",
|
||||||
formatter: (val: string) => {
|
formatter: (val: string) => {
|
||||||
const date = new Date(val);
|
const date = new Date(val);
|
||||||
const day = date.getDate();
|
const day = date.getDate();
|
||||||
@@ -34,15 +42,14 @@ export const configuration: Record<string, ResourceOverride> = {
|
|||||||
return `${day}${suffix(day)} ${month} ${year}`;
|
return `${day}${suffix(day)} ${month} ${year}`;
|
||||||
}
|
}
|
||||||
},
|
},
|
||||||
|
amount: {
|
||||||
|
filterType: "number-range",
|
||||||
|
},
|
||||||
created_at: {
|
created_at: {
|
||||||
display: false
|
display: false
|
||||||
}
|
}
|
||||||
},
|
},
|
||||||
pagination: true,
|
|
||||||
},
|
},
|
||||||
reports: {
|
|
||||||
hidden: true
|
|
||||||
}
|
|
||||||
};
|
};
|
||||||
|
|
||||||
export const profileConfiguration = {
|
export const profileConfiguration = {
|
||||||
|
|||||||
Reference in New Issue
Block a user