|
|
d8c6c3cdb3
|
added favicon
0.2.1
|
2026-05-24 16:02:36 +05:30 |
|
|
|
8f57bd1745
|
ignoreSelf default true
|
2026-05-24 15:58:14 +05:30 |
|
|
|
44c42892d8
|
copy ids
|
2026-05-24 15:57:32 +05:30 |
|
|
|
7de8914283
|
mobile view 1 filter per line fix
|
2026-05-24 14:51:59 +05:30 |
|
|
|
d767cf0a23
|
toggleDropdown for chip to open and close, limiting tag chars
|
2026-05-24 14:48:23 +05:30 |
|
|
|
6fe70496c0
|
clicking on ships open dropdown not expand chips
|
2026-05-24 14:39:35 +05:30 |
|
|
|
fa32ab17de
|
sorted options only when selecting again
|
2026-05-24 14:35:39 +05:30 |
|
|
|
a8f5789c03
|
smarter multiselect
|
2026-05-24 14:21:07 +05:30 |
|
|
|
e1b8f4e0c3
|
Admin filter fixes
|
2026-05-24 14:09:41 +05:30 |
|
|
|
6fc24001a7
|
Snapshot Selector fixes
|
2026-05-24 14:06:20 +05:30 |
|
|
|
6803fb6b56
|
multi auto complete
|
2026-05-24 13:58:00 +05:30 |
|
|
|
4a3428ed8f
|
fixes for mobile view broken
|
2026-05-24 13:52:34 +05:30 |
|
|
|
170769c317
|
fixes
|
2026-05-24 01:36:08 +05:30 |
|
|
|
653c8caecf
|
fixes
|
2026-05-24 01:34:52 +05:30 |
|
|
|
a3970d6a7b
|
filter in config and fixes
|
2026-05-24 01:21:51 +05:30 |
|
|
|
7ab5ce74b3
|
filter in admin
|
2026-05-24 00:59:33 +05:30 |
|
|
|
3a72985efb
|
home changes for new routes
0.2.0
|
2026-05-23 22:18:18 +05:30 |
|
|
|
220c84776f
|
fetch requests and reports routes
|
2026-05-23 21:48:39 +05:30 |
|
|
|
cccb4604fd
|
fixes for latest openapi spec changes
|
2026-05-23 17:22:30 +05:30 |
|
|
|
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>
|
2026-05-23 11:41:57 +00:00 |
|
|
|
16d164b92a
|
Dashboard Refactor (#5)
# Dashboard Refactor
## Overview
This merge request performs a major cleanup and architectural refactor of the dashboard component system.
The primary goals were:
* Consolidate dashboard state handling
* Standardize component contracts
* Remove duplicated transaction aggregation logic
* Simplify theming
* Eliminate unnecessary wrapper/view layers
* Improve maintainability and type safety
---
# Major Changes
## Dashboard Architecture Refactor
### Consolidated State API
Introduced a centralized `DashboardStateSetters` interface:
```ts
export interface DashboardStateSetters {
setSelectedPeriodId: (id: DashboardSelectedPeriodId) => void;
setSelectedGroupKey: (groupKey: GroupKey | null) => void;
toggleFlow: () => void;
togglePeriodType: () => void;
toggleComparison: () => void;
}
```
This removes scattered prop drilling and standardizes dashboard interaction handling.
---
### Introduced Shared `ComponentProps`
All dashboard widgets now consume a unified contract:
```ts
export interface ComponentProps extends DashboardSection {
reportData: ReportData;
state: DashboardState;
stateSetters: DashboardStateSetters;
isFetching: boolean;
colorScheme: {
primary: string;
light: string;
text: string;
};
}
```
Benefits:
* Consistent widget APIs
* Reduced repetitive prop definitions
* Easier extensibility
* Cleaner component composition
---
### Removed `Dashboard.view.tsx`
The view/container split was removed.
Dashboard rendering now lives directly inside:
```ts
Dashboard.tsx
```
Benefits:
* Reduced indirection
* Easier navigation
* Lower cognitive overhead
* Simpler state flow
---
## Dashboard Config Cleanup
Removed legacy `style.size` configuration from dashboard sections.
Before:
```ts
style: {
size: 12,
}
```
Now:
```ts
{
id: "items",
title: "Recent Transactions",
component: LatestItems,
}
```
This simplifies section configuration and removes unnecessary abstraction.
---
# Shared Transaction Utilities
## Added `extractFilteredTransactions`
Created a reusable transaction extraction helper:
```ts
extractFilteredTransactions(
reportData,
selectedPeriodId,
selectedGroupKey
)
```
This centralizes:
* Period resolution
* Group filtering
* Tag filtering
* Payee filtering
Previously duplicated across:
* LatestItems
* TopTags
* TopPayees
---
## Added `aggregateTransactions`
Created a reusable aggregation utility:
```ts
aggregateTransactions(
transactions,
keyExtractor,
limit
)
```
Benefits:
* Removes repeated Map aggregation logic
* Standardizes sorting and totals
* Simplifies adapters significantly
---
# HistoryChart Refactor
## Split Models vs Props
Separated:
* data models
* component props
* view props
into dedicated files.
New:
```txt
HistoryChart.models.ts
HistoryChart.props.ts
```
Benefits:
* Cleaner typing boundaries
* Better maintainability
* Reduced coupling
---
## Migrated to Shared Dashboard State
HistoryChart now consumes:
```ts
state
stateSetters
```
instead of individual props.
This aligns it with the new dashboard architecture.
---
# LatestItems Refactor
## Simplified Component Contract
Removed duplicated props:
* flow
* header
* accentColor
* selectedPeriodId
* selectedGroupKey
Now inherited from shared `ComponentProps`.
---
## Added Auto Reset on Flow Change
```ts
React.useEffect(() => {
setVisibleCount(5);
}, [flow]);
```
Improves UX when switching inflow/outflow views.
---
# ProgressCard Refactor
## Removed `ProgressCard.tsx`
Deleted unnecessary wrapper component.
Rendering logic now lives directly in:
```txt
ProgressCard.view.tsx
```
---
## Introduced `ProgressCard.props.ts`
Separated props into dedicated interfaces:
```ts
ProgressCardProps
ProgressCardViewProps
```
---
## Reworked Styling System
Removed dependency on:
```ts
colorTheme
```
Now fully driven by:
```ts
colorScheme
```
Benefits:
* Consistent dashboard-wide theming
* Better dark mode behavior
* Reduced MUI palette coupling
---
## Improved Visual Consistency
Updated:
* borders
* shadows
* progress bar styling
* dark mode surfaces
* selection state styling
to use standardized dashboard colors.
---
# TopTags & TopPayees Refactor
## Removed Duplicated Aggregation Logic
Both adapters now use:
```ts
extractFilteredTransactions()
aggregateTransactions()
```
instead of maintaining separate filtering/aggregation implementations.
Benefits:
* Less code duplication
* Consistent behavior
* Easier future maintenance
---
## Migrated to Shared Component Props
Both components now consume:
```ts
ComponentProps
```
via:
```ts
ProgressCardProps
```
This aligns all dashboard widgets under the same architecture.
---
# Theme System Cleanup
## Consolidated AppTheme
Moved to:
```txt
src/shared-theme/AppTheme.tsx
```
and removed unused duplicate implementations.
---
## Added Explicit Color Mode Context
Introduced:
```ts
ColorModeContext
```
with:
* `mode`
* `setMode`
* `toggleColorMode`
This provides a cleaner foundation for future theme controls.
---
## Simplified Theme Creation
Replaced older MUI experimental color scheme setup with:
```ts
getDesignTokens(mode)
```
Benefits:
* Easier to reason about
* Cleaner light/dark handling
* Less framework complexity
---
## Added Global CssBaseline
```tsx
<CssBaseline />
```
is now applied centrally inside `AppTheme`.
---
# Type Safety Improvements
## Removed Optional Fields Where Invalid
Several previously optional fields are now required:
```ts
title: string
background: string
text: string
isFetching: boolean
style.palette
```
Benefits:
* Stronger guarantees
* Fewer runtime fallbacks
* Simpler rendering logic
---
# Cleanup Summary
## Removed
* `Dashboard.view.tsx`
* `ProgressCard.tsx`
* legacy prop duplication
* repeated transaction extraction logic
* repeated aggregation logic
* unused style configuration
* legacy theme configuration complexity
---
## Added
* centralized dashboard state setters
* reusable transaction helpers
* reusable aggregation helper
* unified component props
* dedicated prop definition files
* explicit color mode context
* consolidated theme provider
---
# Result
The dashboard system is now:
* significantly more maintainable
* easier to extend
* more type-safe
* less repetitive
* more consistent across widgets
* cleaner in terms of state ownership
* simpler to theme and customize
Reviewed-on: #5
Co-authored-by: Vishesh 'ironeagle' Bangotra <aetoskia@gmail.com>
Co-committed-by: Vishesh 'ironeagle' Bangotra <aetoskia@gmail.com>
|
2026-05-19 07:11:46 +00:00 |
|
|
|
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 |
|
|
|
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>
0.0.1
|
2026-05-12 06:24:47 +00:00 |
|
|
|
77b60ba073
|
items-by-period (#2)
Reviewed-on: #2
Co-authored-by: Vishesh 'ironeagle' Bangotra <aetoskia@gmail.com>
Co-committed-by: Vishesh 'ironeagle' Bangotra <aetoskia@gmail.com>
|
2026-05-09 13:00:42 +00:00 |
|
|
|
f213a9455b
|
Fix pagination bounds in HistoryChart and add responsive grid to TopTags
|
2026-05-07 16:42:52 +05:30 |
|
|
|
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>
|
2026-05-07 11:00:54 +00:00 |
|
|
|
b1db439dda
|
fixes for toggles
|
2026-04-07 13:32:16 +05:30 |
|
|
|
e4abe61781
|
fixes for correct labels
|
2026-04-07 12:48:42 +05:30 |
|
|
|
cef8f10990
|
added logic to only show 7 or 6 bars based on daily period or not
|
2026-04-07 12:16:13 +05:30 |
|
|
|
3f51d2f869
|
fixes
|
2026-04-07 12:01:22 +05:30 |
|
|
|
692d907ca5
|
fixes
|
2026-04-07 11:59:11 +05:30 |
|
|
|
15c2cce263
|
comparison amount text height refactor to avoid amount text clipping comparison bar
|
2026-04-07 11:59:01 +05:30 |
|
|
|
3704bd0c23
|
refactored types from HistoryChart.tsx
|
2026-04-07 11:32:32 +05:30 |
|
|
|
69c9fd6bef
|
fixed urls (hardcoded /admin) to admin navigation
|
2026-04-07 11:26:56 +05:30 |
|
|
|
00c8da629c
|
comparison with proper formatting for diff amount
|
2026-04-07 11:22:53 +05:30 |
|
|
|
ce0c34d014
|
labels with proper formatting
|
2026-04-07 11:14:04 +05:30 |
|
|
|
6c305e0cdd
|
labels with proper formatting
|
2026-04-07 11:12:29 +05:30 |
|
|
|
b587f8aeb6
|
compare shows +/- instead of full amounts for easier consumption
|
2026-04-07 11:06:24 +05:30 |
|
|
|
6602d29299
|
fixed compare display
|
2026-04-07 10:54:57 +05:30 |
|
|
|
f4e5979c00
|
fixed compare
|
2026-04-07 10:49:10 +05:30 |
|
|
|
e6c7778c08
|
comparison
|
2026-04-06 18:39:19 +05:30 |
|
|
|
f320f6ff31
|
rolling and calender toggle
|
2026-04-06 18:31:03 +05:30 |
|
|
|
fc88703a38
|
rolling and calender toggle
|
2026-04-06 18:27:05 +05:30 |
|
|
|
787324260c
|
rolling and calender toggle
|
2026-04-06 18:07:38 +05:30 |
|
|
|
8a866566ba
|
aggre based time week, month, year renamed to daily, weekly, monthly
|
2026-04-06 17:37:45 +05:30 |
|
|
|
5f0fa91075
|
rolling calender
|
2026-04-06 17:15:00 +05:30 |
|
|
|
6f1547dde7
|
relationShip fixes
|
2026-04-06 17:14:52 +05:30 |
|
|
|
234f86d6b9
|
amount formatter
|
2026-04-06 16:10:09 +05:30 |
|
|
|
2979634033
|
5 instead of 10 transactions
|
2026-04-06 16:09:57 +05:30 |
|
|
|
b07de2b03c
|
calcuation fixes
|
2026-04-04 22:42:34 +05:30 |
|
