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d4a79c785d
|
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>
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2026-05-24 17:23:02 +00:00 |
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a1ff2c692c
|
Theme System Refactor (#6)
# Dashboard State Lift + Theme System Refactor
## Summary
Refactored dashboard state ownership, centralized theme semantics, and simplified component styling across the application.
## Changes
### Dashboard State Refactor
* Moved dashboard state management from `Dashboard.view` into `Dashboard.tsx`
* Added centralized `DashboardState` initialization in parent container
* Introduced memoized dashboard state setter callbacks:
* `toggleFlow`
* `setFlow`
* `togglePeriodType`
* `toggleComparison`
* `setSelectedPeriodId`
* `setSelectedGroupKey`
* Added `DashboardStateSetters` memoized object for prop-driven state management
* Removed `onFlowChange` callback pattern
* Converted dashboard component into stateless view layer
* Renamed component export flow:
* `Dashboard.tsx` → removed
* `Dashboard.view.tsx` → primary implementation
### Dashboard Models Cleanup
* Removed legacy palette configuration interfaces:
* `ColorDefinition`
* `ThemeAwarePalette`
* Removed config-level style palette support from `DashboardConfig`
* Renamed `DashboardProps` → `DashboardViewProps`
* Added reusable `ColorScheme` interface
* Simplified component color contract:
* `primary`
* `surface`
* `text`
### Theme Architecture Refactor
* Moved `AppTheme.tsx` into `shared-theme`
* Added centralized semantic theme system
* Introduced `themeConfig.ts` with semantic tokens:
* surface
* border
* text
* Added `semantic` extension to MUI theme typing
* Added `flows` palette extension:
* outflows
* inflows
* Centralized flow colors inside theme primitives
* Added CSS semantic variables:
* `--bg-page`
* `--bg-card`
* `--bg-elevated`
* `--border-default`
* `--border-subtle`
* `--text-primary`
* `--text-secondary`
* `--text-muted`
### Theme Mode Improvements
* Added explicit `ColorMode` type
* Expanded `ColorModeContext`:
* `mode`
* `setMode`
* `toggleColorMode`
* Added `CssBaseline`
* Added configurable `defaultMode`
* Simplified dark theme palette handling
* Standardized dark surfaces and shadows
* Reduced excessive dark-mode glow/shadow intensity
### Dashboard UI Styling Improvements
* Replaced hardcoded dashboard palette config with theme palette usage
* Updated dashboard background gradients to use alpha-based semantic colors
* Replaced `colorScheme.light` usage with `colorScheme.surface`
* Standardized border usage with theme divider tokens
* Removed manual dark-mode conditional styling where redundant
* Simplified card and progress styling logic
### Shared Theme Customization Cleanup
Updated customization layers for improved consistency:
* `inputs`
* `navigation`
* `feedback`
* `surfaces`
Key improvements:
* Reduced dark-mode contrast harshness
* Unified divider usage
* Replaced hardcoded grayscale backgrounds with semantic surfaces
* Simplified hover and active state styling
* Reduced shadow intensity across components
* Improved dark-mode readability and layering
### Home Page Styling Cleanup
* Replaced manual RGBA handling with `alpha()` utility
* Improved dark-mode glassmorphism consistency
* Updated CTA hover shadow to use theme primary color
### Miscellaneous Cleanup
* Updated imports to new theme structure
* Removed unused legacy color mode components:
* `ColorModeIconDropdown.tsx`
* `ColorModeSelect.tsx`
* Removed dashboard config style palette definitions
* Simplified flow-based color derivation logic
## Result
* Cleaner separation of stateful vs presentational dashboard logic
* Centralized semantic theming system
* Consistent dark/light mode behavior
* Reduced styling duplication
* Improved maintainability and extensibility of theme architecture
* Simplified dashboard component contracts
* Better UI consistency across surfaces and controls
Reviewed-on: #6
Co-authored-by: Vishesh 'ironeagle' Bangotra <aetoskia@gmail.com>
Co-committed-by: Vishesh 'ironeagle' Bangotra <aetoskia@gmail.com>
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2026-05-23 11:41:57 +00:00 |
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8bea3d06f6
|
Dashboard Refactor: Flow-based Metrics + Unified Data Model (#4)
# Dashboard Refactor: Flow-based Metrics + Unified Data Model
## Summary
This MR transforms the dashboard into a **flow-driven, backend-powered analytics system** with a significantly cleaner architecture and improved UX.
## Overview
This MR introduces a **major refactor of the dashboard and report data model**, transitioning from separate `expense/income` handling to a unified **flow-based (`outflows` / `inflows`) system** backed by a single `metric` structure.
It simplifies data handling, improves UI consistency, and enables better extensibility for future analytics.
---
## Key Changes
### 1. Data Model Simplification
* Replaced:
* `expenses` / `incomes`
* With:
* `metric`
```ts
ReportPeriod {
start: string;
end: string;
metric: {
sum: number;
count: number;
transactions: Transaction[];
}
}
```
* Eliminates duplication across logic paths
* Flow is now controlled at query level instead of data shape
---
### 2. Flow-based System (Core Change)
* Introduced:
```ts
type DashboardFlow = "outflows" | "inflows";
```
* Replaced all references of:
* `expense` → `outflows`
* `income` → `inflows`
* Flow is now:
* Controlled at **Dashboard level**
* Propagated to **API query (`useReport`)**
---
### 3. API Changes
#### `useReport`
* Removed legacy params:
* `group_by`, `rolling`, `include_transactions`, etc.
* New structure:
```ts
useReport({
periods: ["daily", "weekly", "monthly", "all"],
flow,
payee,
tags
})
```
* Backend now handles:
* Flow filtering
* Aggregation
---
### 4. Period System Update
* Removed:
* yearly, fyly, full
* Added:
* `daily`
* `all`
```ts
type PeriodType = "daily" | "weekly" | "monthly" | "all";
```
* Updated helpers:
* `periodIdToKey`
* `buildPeriodId`
* `buildLabel`
---
### 5. React Query UX Improvement
* Added:
```ts
placeholderData: keepPreviousData
```
* Prevents UI flicker on filter/flow changes
* Enables smooth transitions
---
### 6. Dashboard State Refactor
#### Before
```ts
mode: "expense" | "income"
```
#### After
```ts
flow: "outflows" | "inflows"
```
* Introduced `onFlowChange` callback
* Lifted flow state to parent (`Dashboard.tsx`)
* Flow change triggers API refetch
---
### 7. UI Improvements
#### Flow Toggle
* Replaced mode toggle with:
* Outflows / Inflows switch
#### Loading State Handling
* Added `isFetching` across components
* UI behavior during fetch:
* Reduced opacity
* Disabled interactions
#### Drill-down UX
* Added:
* "Clear Drill-down" button
---
### 8. New Components
#### TopPayees
* New analytics card
* Shows top payees based on:
* Selected period
* Drill-down filters
* Supports:
* Click-to-filter (drill-down)
---
### 9. Adapter Layer Simplification
#### Removed mode branching everywhere
Examples:
* `getAmount(period)` now uses:
```ts
period.metric.sum
```
* `LatestItems`, `TopTags`, `HistoryChart`:
* No longer split logic by expense/income
* Work on unified transaction stream
---
### 10. GroupKey Generalization
#### Before
```ts
{
payee?: string[];
tags?: string[];
}
```
#### After
```ts
{
[dimension: string]: string[];
}
```
* Enables future dimensions without refactor
---
## Behavioral Changes
* Flow selection now **controls backend query**
* All components consume **filtered data only**
* No client-side filtering for expense/income
---
## Benefits
* Single source of truth (`metric`)
* Cleaner adapters (no branching explosion)
* Easier feature additions (new dimensions, filters)
* Better UX (no flicker, smoother transitions)
* Backend-driven correctness
---
## Migration Notes
* Replace all `mode` usages with `flow`
* Update adapters to use `metric`
* Remove assumptions about:
* `expenses`
* `incomes`
* Ensure API supports:
* `flow`
* new period types
---
## Future Scope
* Add more dimensions (account, category hierarchy)
* Multi-flow comparison (inflows vs outflows together)
* Snapshot-based caching (already partially supported)
---
## Testing Notes
Verify:
* Flow toggle updates API calls
* No UI flicker on filter change
* Drill-down works across:
* tags
* payees
* Daily / Weekly / Monthly / All tabs behave correctly
* Loading state disables interaction properly
---
Reviewed-on: #4
Co-authored-by: Vishesh 'ironeagle' Bangotra <aetoskia@gmail.com>
Co-committed-by: Vishesh 'ironeagle' Bangotra <aetoskia@gmail.com>
|
2026-05-18 05:37:51 +00:00 |
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ad62d7dd9c
|
filter-by-payee-and-tags (#3)
Reviewed-on: #3
Co-authored-by: Vishesh 'ironeagle' Bangotra <aetoskia@gmail.com>
Co-committed-by: Vishesh 'ironeagle' Bangotra <aetoskia@gmail.com>
|
2026-05-12 06:24:47 +00:00 |
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009ab50b47
|
major refactor of the dashboard and react-openapi integration (#1)
## Summary
This MR introduces a major refactor of the dashboard and react-openapi integration, focusing on configurability, separation of concerns, and improved extensibility.
---
## Key Changes
### 1. OpenAPI / Admin Refactor
* Extracted `ConfigContext` into a dedicated provider.
* Introduced `AppProvider` to encapsulate:
* Config loading
* API client initialization
* React Query setup
* Removed internal `QueryClientProvider` from `Admin` for better composability.
* `Admin` now supports both:
* Standalone usage
* Nested usage inside an existing provider
### 2. Resource System Improvements
* Added `hidden` flag to `ResourceConfig` and overrides.
* Admin UI now filters out hidden resources.
* Added `useResourceByName` helper for dynamic resource access.
* Improved `useResource`:
* Handles undefined config safely
* Adds guards for missing endpoints
* Disables queries when endpoint is absent
### 3. API Client Enhancements
* Added custom `paramsSerializer`:
* Serializes arrays without `[]`
* Ensures backend-compatible query formats
### 4. Dashboard Architecture Overhaul
* Replaced hardcoded dashboard with **config-driven system**:
* Introduced `ConfigurableDashboard`
* Dashboard sections defined via config
* New state model:
* `mode` (expense/income)
* `periodType` (rolling/calendar)
* `comparison`
* `selectedPeriodId`
### 5. Component Refactor (View / Logic Split)
* Split major components into:
* `.tsx` (logic/controller)
* `.view.tsx` (presentation)
* `.models.ts` (types)
* Applied to:
* Dashboard
* HistoryChart
* ProgressCard
* LatestItems
### 6. HistoryChart Redesign
* Fully rebuilt using report-driven data
* Supports:
* Weekly / Monthly / Yearly / FY / Full views
* Rolling vs Calendar periods
* Comparison mode (auto-aligned offsets)
* Introduced:
* Bucket merging logic
* Dynamic comparison attachment
### 7. Reporting Integration
* Dashboard now powered by:
* `useReport`
* `prepareReport`
* Removes need for multiple manual API calls
### 8. UI / UX Improvements
* Theme-aware color system
* Dynamic accent colors per mode
* Cleaner layout using section-based rendering
* Improved selection and interaction in charts
### 9. Cleanup & Removals
* Removed legacy components:
* Old `HistoryChart`
* Old `ProgressCard`
* Simplified Header layout spacing
---
## Behavior Changes
* Hidden resources are no longer visible in Admin UI.
* Dashboard is now entirely configuration-driven.
* API query params for arrays no longer use `[]`.
* Resource hooks no longer crash on missing config.
---
## Risks / Considerations
* Dashboard depends on correct configuration structure.
* Hidden flag may unintentionally hide resources if misconfigured.
* Query param serialization change must align with backend expectations.
---
## Follow-ups
* Add typing improvements to remove `@ts-ignore` in `GenericForm`.
* Extend dashboard config with more reusable section presets.
* Add tests for report aggregation and comparison logic.
---
Reviewed-on: #1
Co-authored-by: Vishesh 'ironeagle' Bangotra <aetoskia@gmail.com>
Co-committed-by: Vishesh 'ironeagle' Bangotra <aetoskia@gmail.com>
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2026-05-07 11:00:54 +00:00 |
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3f51d2f869
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fixes
|
2026-04-07 12:01:22 +05:30 |
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3704bd0c23
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refactored types from HistoryChart.tsx
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2026-04-07 11:32:32 +05:30 |
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f4e5979c00
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fixed compare
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2026-04-07 10:49:10 +05:30 |
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e6c7778c08
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comparison
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2026-04-06 18:39:19 +05:30 |
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fc88703a38
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rolling and calender toggle
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2026-04-06 18:27:05 +05:30 |
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787324260c
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rolling and calender toggle
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2026-04-06 18:07:38 +05:30 |
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8a866566ba
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aggre based time week, month, year renamed to daily, weekly, monthly
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2026-04-06 17:37:45 +05:30 |
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4eca3b7124
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calcuation fixes
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2026-04-04 22:35:17 +05:30 |
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6abed4e72a
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grid fixes
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2026-04-04 22:30:30 +05:30 |
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214c0be44e
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dashboard fixes
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2026-04-04 22:08:39 +05:30 |
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68337ba312
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dashboard loader
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2026-04-04 20:14:39 +05:30 |
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84059a84b5
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rough dashboard components
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2026-04-04 19:45:52 +05:30 |
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