11 Commits

Author SHA1 Message Date
2add23efe7 Reports frontend — spec-driven generate form, sliceable viewer, dimension bars (#16)
# MR: Reports frontend — spec-driven generate form, sliceable viewer, dimension bars

**Branch:** `cached-reporting` → **Target:** `main`

## Summary

Reports UI rebuilt to treat the backend OpenAPI spec as the source of truth: the
generate-report form renders generically from `ReportQuery`, and the viewer displays
API-computed metrics verbatim instead of recomputing them client-side.

## Changes

### react-openapi (library)
- `MultiEnumField` renderer for array-of-enum fields; dispatch branch in
  `FormFieldRenderer`
- `useFkFieldOptions` hook + `FKFieldConfig.value` (FK options keyed by a non-PK
  field — accounts resolve by `name`)
- `FieldConfig.defaultValue` seeding in `extractFields`; enum lift for
  `items.enum` arrays; sanitize-payload bypasses FK resolution when `fk.value` is set

### Reports page
- **GenerateReportPanel**: rewritten (~275 → ~110 lines) — fields extracted from the
  served `ReportQuery` schema (labels, order, defaults, multi-enum, account picker);
  server-side validation only
- **ReportViewer**:
  - Period groups built from cube buckets keyed by canonical `period_id`; buckets
    merged per period (disjoint slices), txn ids deduped
  - Cards/bars/metric strips read `metrics` verbatim (outflows/inflows/sum/count/
    avg/min/max/cadence/frequency); Net = one subtraction at render
  - Dimension-switchable bar strip (Period / Payees / Tags): segmented pill control
    with sliding indicator; pills disabled when the report has ≤1 distinct value;
    top-10 bars in a fixed view paged by chevrons (hidden scrollbar)
  - Active dim requests the full distribution via `payee=*` / `tags=*` when its own
    filter is unselected; explicit selections always slice normally
- **TransactionList**: shared component with optional `groups` prop (API periods +
  metrics) used by the viewer; Expense page keeps the client-side fallback path;
  group strip shows Sum · Avg · Min · Max · Cadence (or Frequency /day when
  cadence < 1)

### Fixes
- Strict DD-MM-YYYY parsing (`parseOccurredAt`) in period merges and date ordering —
  `new Date()` mis-read dates as MM-DD-YYYY and corrupted merged cadence
  (Aug Zomato: 12.89 days displayed vs 0.76 actual)
- Bar widths magnitude-based so all-outflow slices render at proper width

Reviewed-on: #16
Co-authored-by: Vishesh 'ironeagle' Bangotra <aetoskia@gmail.com>
Co-committed-by: Vishesh 'ironeagle' Bangotra <aetoskia@gmail.com>
2026-08-21 14:16:35 +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
28cf6ccacf auth-fixes (#12)
## Summary

Wire spec-driven auth into the frontend. Auth config (server URL, paths) is extracted from the served OpenAPI spec by `AppProvider`. `AuthProvider` receives the config as a prop. 401 responses from both the main API and the auth server dispatch an `auth:unauthorized` event that triggers redirect to `/login`. Fix `ProfileRoutes` URL duplication bug.

## Changes

### Auth config from spec
- **`main.jsx`** — `AppProvider` wraps everything, loads spec, exposes `authConfig`. `AuthProvider` receives `authConfig` from `useAppContext()`. `onUnauthorized` passed to both `AppProvider` and `AuthProvider` wires `navigate("/login")`.

### 401 handling
- **`AppProvider.tsx`** — remove `onUnauthorized` prop (handled by `AuthProvider`'s event listener instead, avoiding double-navigation).
- **`useApi.ts`** — 401 response interceptor dispatches `auth:unauthorized` CustomEvent on `window`.

### Profile routing fix
- **`Admin.tsx:ProfileRoutes`** — replace nested `<Routes>` (which caused `/profile/me/me` URL duplication with React Router v6) with `useLocation()`/`useNavigate()` conditional rendering. Only allows `/profile/me` and `/profile/me/edit`.
- **`Admin.tsx:ProfileComponentWrapper`** — replace `pushState() + reload()` with React Router `navigate()` for both `onEdit` and `handleSubmit`.

### Debug logging
- Temporary console logs at every navigation point for diagnosing remaining issues.

Reviewed-on: #12
Co-authored-by: Vishesh 'ironeagle' Bangotra <aetoskia@gmail.com>
Co-committed-by: Vishesh 'ironeagle' Bangotra <aetoskia@gmail.com>
2026-07-19 14:47:30 +00:00
6c720c390c fixes 2026-07-17 14:31:39 +05:30
b75505de25 added useItemSse 2026-07-11 17:09:50 +05:30
154b15fe51 updated sse supporting react-openapi 2026-06-18 20:32:34 +05:30
0a668cf98d updated react-openapi 2026-06-17 21:03:08 +05:30
7bd946ec7a Refactor the React OpenAPI admin framework to support fully customizable field rendering and UI composition. (#11)
# Summary

Refactor the React OpenAPI admin framework to support fully customizable field rendering and UI composition.

## Changes

### Admin UI Customization

* Added support for custom:

  * Dashboard component
  * Layout component
  * Login page component
* Introduced `AdminAppProps` and extended `Admin` configuration API.
* Renamed internal dashboard implementation to `DefaultDashboard`.

### Field Component Architecture

* Extracted field rendering into dedicated field components:

  * TextField
  * NumberField
  * BooleanField
  * DateField
  * EnumField
  * RelationField
  * ObjectField
  * FallbackField
  * DateRangeField
  * NumberRangeField
* Added `defaultFieldComponents` registry.
* Refactored `FormField` to resolve components dynamically from a component map instead of hardcoded field type handling.

### Resource Customization

* Added `FieldComponents` support across:

  * Admin
  * ResourceView
  * GenericForm
  * useResource
* Introduced wrapped `FormField` and `GenericForm` components generated from configured field overrides.

### Table Customization

* Added `EnhancedTableComponents`.
* Added support for custom cell renderers per field type.
* Enabled custom rendering for both desktop and mobile table layouts.

### Filter Improvements

* Exported `FilterAutocomplete`.
* Added support for custom date-range and number-range filter components.
* Added filter component extension points.
* Updated filter option label resolution to support `displayFormat`.

### Display Formatting

* Replaced `displayField` usage with `displayFormat`.
* Added template-based display rendering support through `resolveTemplate`.
* Improved relation display configuration handling.

### TypeScript Improvements

* Added TypeScript as a project dependency.
* Removed multiple `@ts-ignore` usages.
* Added strongly typed Axios wrapper methods with generic response support.
* Improved typing across hooks and component interfaces.

### OpenAPI Configuration Validation

* Added validation for enum fields without enum values.
* Added validation for relation resources missing `referenceOptions.enumOption`.
* Improved relation metadata propagation during schema parsing.

### Library Exports

* Exported:

  * Field component types
  * Override types
  * EnhancedTable
  * GenericForm
  * ResourceView
  * Field components and defaults
* Expanded public API surface for consumers extending the framework.

## Benefits

* Enables complete UI customization without modifying framework internals.
* Simplifies creation of custom field types and renderers.
* Improves type safety and developer experience.
* Provides consistent extension points for forms, tables, filters, and admin layouts.
* Makes the framework more suitable for reusable library distribution.

Reviewed-on: #11
Co-authored-by: Vishesh 'ironeagle' Bangotra <aetoskia@gmail.com>
Co-committed-by: Vishesh 'ironeagle' Bangotra <aetoskia@gmail.com>
2026-06-07 12:35:52 +00:00
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>
2026-05-24 17:23:02 +00:00
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
84059a84b5 rough dashboard components 2026-04-04 19:45:52 +05:30