Commit Graph

5 Commits

Author SHA1 Message Date
1af0a6ba7a feat(fetch-requests): pdf/xlsx source types + trust_fallback create field 2026-08-24 00:53:43 +05:30
9377460e79 refactor-for-llama-parse (#17)
# MR: LlamaParse pipeline support, fetch request deletion, and UX improvements

**Source branch:** `refactor-for-llama-parse`
**Target branch:** `main`

## Summary

This MR adds support for the `llama_parse` pipeline type across fetch requests, introduces delete functionality for fetch requests (from both the list and detail pages), and navigates to the detail page after a successful create.

## Changes

### Features

- **LlamaParse pipeline support** (`22e6603`)
  - Renamed pipeline type `llama_parser` → `llama_parse` in `fetch-requests.models.ts` to match the backend enum.
  - Updated pipeline progress computation in `PipelineStepper` for the new step naming.

- **Delete fetch requests** (`8694537`)
  - List page: added a delete icon button on each row with confirmation dialog; disabled while the request is processing.
  - Detail page: added a Delete action in the header section with confirmation; redirects back to the list on success.
  - Deletion warns that all associated expenses and ambiguities will be removed.
  - Success/error feedback via toast notifications using `formatApiError`.

- **Navigate after create** (`c6622d4`)
  - After successfully creating a fetch request, the user is now redirected to its detail page instead of staying on the form.

### Refactoring / Cleanup

- **Drop dead llama_extract SSE step** (`c585b62`)
  - Removed unused SSE handling for the obsolete `llama_extract` step.

### Chores

- Added `tsconfig.tsbuildinfo` to `.gitignore` (`1c5d8ed`).

## Files changed

| File | Change |
| --- | --- |
| `.gitignore` | Ignore `tsconfig.tsbuildinfo` |
| `src/FetchRequest/FetchRequestCreate.tsx` | Row-level delete in list; navigate to detail after create |
| `src/FetchRequest/FetchRequestDetail.tsx` | Delete action with confirm + redirect |
| `src/FetchRequest/components/PipelineStepper.tsx` | Progress calc adjustments |
| `src/features/fetch-requests/fetch-requests.models.ts` | `PipelineType`: `llama_parser` → `llama_parse` |

Reviewed-on: #17
Co-authored-by: Vishesh 'ironeagle' Bangotra <aetoskia@gmail.com>
Co-committed-by: Vishesh 'ironeagle' Bangotra <aetoskia@gmail.com>
2026-08-23 16:58:32 +00:00
25ec534597 Stripe-style UI overhaul + Expenses feed with month grouping (#15)
## Title
Stripe-style UI overhaul + Expenses feed with month grouping

## Summary
Rework the khata-ui frontend to a Stripe-grade design system and add a
rich, monthly-grouped Expenses experience driven by react-openapi's
shared, spec-configured field renderers.

## Highlights

### Design overhaul
- New design system: single indigo (#635BFF), 6px radius, Inter type
  scale, streamlined surfaces/inputs/feedback tokens
- Sticky app bar with brand-left header + inline footer, route titles
- Split-panel auth pages, Stripe-style Home hero + feature cards
- Toast provider + shared PageHeader/EmptyState UI primitives
- Admin polish: right-aligned numerics, row-hover actions, skeletons,
  richer empty states, breadcrumbed fetch-request flows

### Expenses page
- Monthly grouped feed with stat cards (total spent / this month / income)
- Month cards as single-open accordions with red-spent / green-income totals
- Flat transaction rows: logo, name/date, account, amount (no accordion)
- Floating month–year selector pill (scroll-spy) that expands + scrolls
  to the selected month
- Strict DD-MM-YYYY date parsing (day-first), no format guessing

### Shared react-openapi fields
- New `CurrencyField` + `formatCurrency` (cached Intl, sign-colored,
  sign-less amounts; form editing reuses NumberField)
- `resourceConfig.fieldTypes` override mechanism (amount → currency)
- Expenses page rendered via ListCellRenderer / DetailFieldRenderer /
  applyDisplayFormat — zero custom field renderers
- `resolveMediaUrl` resolves relative `/uploads/...` against the API
  base for every image field (Admin + Expenses logos)

### Fixes
- Perf: memoized rows, formatter caches, single-open accordions —
  cuts slow-click INP and DOM-nesting warnings
- Removed unused @mui/x-data-grid@7, which hoisted @mui/system@7 and
  crashed Box/createTheme at runtime (v5/v7 mix)

## Commits (10)
- 9808a1f design overhaul + expenses page
- d6856a5 fix expenses list performance + dom nesting
- 3dd833a shared currency field + expenses rendered from react-openapi fields
- e8c585b fix expenses grouping to parse occurred_at as DD-MM-YYYY strictly
- cc940ee expense list: split month totals, sticky headers + month pill
- 47d799f expense list: clickable month pill + fix scroll-to-month
- 537aef9 resolve relative media URLs against the API base in react-openapi
- 8e9a13d expense list: replace accordion with flat Stripe-style rows
- 62dd06c expense list: month accordions + month-year selector; drop unused x-data-grid
- 806bd42 dropped amount sign from CurrencyField.tsx

Reviewed-on: #15
Co-authored-by: Vishesh 'ironeagle' Bangotra <aetoskia@gmail.com>
Co-committed-by: Vishesh 'ironeagle' Bangotra <aetoskia@gmail.com>
2026-08-18 13:51:28 +00:00
885ccdcfa7 Align frontend with updated OpenAPI schema and PATCH operation (#13)
## Summary

Align frontend with updated OpenAPI schema (rename `format` → `bank`, add `pipeline`) and introduce a dedicated `PATCH` operation for partial updates in react-openapi.

## Changes

### react-openapi: new `patch` operation support
- Add `patch` to `ResourceConfig.operations` type
- Separate PUT/PATCH detection in resource-config transformer
- `update()` now always calls PUT; new `patch()` method returned conditionally when spec defines PATCH
- Admin form still uses PUT for full replacements

### Fetch Request custom pages: schema alignment
- Rename `format` → `bank` in create form fields and TypeScript models (`FileSource`, `EmailSource`)
- Add `pipeline` field to create form and `FetchRequestCreate` model
- Export `PipelineType` from barrel index

### Fetch Request retry: use PATCH
- Retry handler now calls `patch(id, { status: "pending" })` instead of the generic `update()`
- Removes `useMutation` wrapper; uses simple local `retrying` state for loading

### Fix Account display in detail page
- Resolve FK displayFormat target in detail field rendering (was always using fetch-request format)
- Fix page title to use `applyDisplayFormat` with resolved FK objects instead of non-existent `account_name`
- Move `useMemo` before early returns to fix hooks ordering violation crash

## Testing
- Custom fetch request create form includes `bank` (select) and `pipeline` (select) fields
- Retry sends `PATCH` instead of `PUT` — no more 500 errors
- Detail page shows proper account name instead of `—`

Reviewed-on: #13
Co-authored-by: Vishesh 'ironeagle' Bangotra <aetoskia@gmail.com>
Co-committed-by: Vishesh 'ironeagle' Bangotra <aetoskia@gmail.com>
2026-07-30 18:49:56 +00:00
617f6bea6c new FetchRequest 2026-07-12 00:01:53 +05:30