Compare commits
5 Commits
0.0.1
...
f5322b8467
| Author | SHA1 | Date | |
|---|---|---|---|
| f5322b8467 | |||
| 1423f889ba | |||
| 4c8552051c | |||
| f025a7d9bf | |||
| 052c5a3026 |
@@ -3,11 +3,7 @@ import {
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Box,
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Container,
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CircularProgress,
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Alert,
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TextField,
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Paper,
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Autocomplete,
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Button
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Alert
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} from "@mui/material";
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import ConfigurableDashboard from "./components/Dashboard";
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@@ -18,67 +14,18 @@ import {
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} from "./features/report";
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export default function Dashboard() {
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const [appliedPayees, setAppliedPayees] = React.useState<string[]>([]);
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const [appliedTags, setAppliedTags] = React.useState<string[]>([]);
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const [payeeInput, setPayeeInput] = React.useState<string[]>([]);
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const [tagsInput, setTagsInput] = React.useState<string[]>([]);
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const [loadedPayees, setLoadedPayees] = React.useState<string[]>([]);
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const [loadedTags, setLoadedTags] = React.useState<string[]>([]);
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const report = useReport({
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periods: ["weekly", "monthly", "full"],
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rolling: true,
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include_transactions: true,
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group_by: ["tags"],
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payee: appliedPayees.length > 0 ? appliedPayees : undefined,
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tags: appliedTags.length > 0 ? appliedTags : undefined,
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});
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React.useEffect(() => {
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if (report.data?.data) {
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setLoadedPayees(prev => {
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const pSet = new Set<string>(prev);
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report.data.data.buckets.forEach((b: any) => {
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Object.values(b.periods).forEach((periodArray: any) => {
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periodArray?.forEach((p: any) => {
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p.expenses?.transactions?.forEach((t: any) => {
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if (t.payee?.name) pSet.add(t.payee.name);
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});
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p.incomes?.transactions?.forEach((t: any) => {
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if (t.payee?.name) pSet.add(t.payee.name);
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});
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});
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});
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});
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return Array.from(pSet).sort();
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});
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setLoadedTags(prev => {
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const tSet = new Set<string>(prev);
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report.data.data.buckets.forEach((b: any) => {
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Object.values(b.periods).forEach((periodArray: any) => {
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periodArray?.forEach((p: any) => {
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p.expenses?.transactions?.forEach((t: any) => {
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t.tags?.forEach((tag: any) => tSet.add(tag.name || tag));
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});
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p.incomes?.transactions?.forEach((t: any) => {
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t.tags?.forEach((tag: any) => tSet.add(tag.name || tag));
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});
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});
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});
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});
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return Array.from(tSet).sort();
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});
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}
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}, [report.data?.data]);
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})
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const isLoading = report.isLoading;
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const error = report.error;
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if (isLoading && !report.data) {
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if (isLoading) {
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return (
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<Box sx={{ display: "flex", justifyContent: "center", alignItems: "center", height: "60vh" }}>
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<CircularProgress />
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@@ -94,74 +41,15 @@ export default function Dashboard() {
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);
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}
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if (!report.data) {
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if (!report) {
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return null;
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}
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const data = prepareReport(report.data.data);
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const data = prepareReport(report.data?.data);
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return (
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<Box>
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<Container>
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<Paper
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sx={{
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mt: 4,
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p: 2,
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display: "flex",
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flexDirection: { xs: "column", sm: "row" },
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gap: 2,
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alignItems: { xs: "stretch", sm: "flex-end" },
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borderRadius: 4,
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mb: -2 // pull up to be closer to the dashboard container below
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}}
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elevation={0}
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variant="outlined"
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>
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<Box sx={{ display: 'flex', flexDirection: 'column', flex: 1, minWidth: { sm: 250 } }}>
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<Box sx={{ typography: 'caption', mb: 1, color: 'text.secondary' }}>
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Filter by Payee
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</Box>
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<Autocomplete
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multiple
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freeSolo
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options={loadedPayees}
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value={payeeInput}
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onChange={(_, val) => setPayeeInput(val as string[])}
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renderInput={(params) => <TextField {...params} placeholder="Add payees..." />}
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sx={{ '& .MuiOutlinedInput-root': { height: 'auto', minHeight: '2.5rem', py: 0.5 } }}
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/>
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</Box>
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<Box sx={{ display: 'flex', flexDirection: 'column', flex: 1, minWidth: { sm: 250 } }}>
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<Box sx={{ typography: 'caption', mb: 1, color: 'text.secondary' }}>
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Filter by Tags
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</Box>
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<Autocomplete
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multiple
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freeSolo
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options={loadedTags}
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value={tagsInput}
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onChange={(_, val) => setTagsInput(val as string[])}
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renderInput={(params) => <TextField {...params} placeholder="Add tags..." />}
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sx={{ '& .MuiOutlinedInput-root': { height: 'auto', minHeight: '2.5rem', py: 0.5 } }}
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/>
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</Box>
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<Button
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variant="contained"
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size="large"
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onClick={() => {
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setAppliedPayees(payeeInput);
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setAppliedTags(tagsInput);
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}}
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disabled={isLoading}
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sx={{ height: 40, borderRadius: 2 }} // Changed from 56 to 40 to match minHeight of inputs
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>
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Apply
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</Button>
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</Paper>
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</Container>
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<ConfigurableDashboard
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config={configuration}
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data={data}
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/>
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</Box>
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<ConfigurableDashboard
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config={configuration}
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data={data}
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/>
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);
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}
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@@ -1,7 +1,6 @@
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import * as React from "react";
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import {
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ReportData,
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GroupKey,
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ReportData
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} from "../../features/report";
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export type DashboardMode = "expense" | "income";
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@@ -12,7 +11,6 @@ export interface DashboardState {
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mode: DashboardMode;
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periodType: DashboardPeriodType;
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selectedPeriodId: DashboardSelectedPeriodId;
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selectedGroupKey: GroupKey | null;
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comparison: boolean;
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}
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@@ -7,7 +7,6 @@ export default function Dashboard(props: DashboardProps) {
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mode: "expense",
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periodType: "rolling",
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selectedPeriodId: null,
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selectedGroupKey: null,
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comparison: false,
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});
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@@ -36,10 +35,6 @@ export default function Dashboard(props: DashboardProps) {
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setState(prev => ({ ...prev, selectedPeriodId }));
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};
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const setSelectedGroupKey = (groupKey: typeof state.selectedGroupKey) => {
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setState(prev => ({ ...prev, selectedGroupKey: groupKey }));
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};
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return (
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<DashboardView
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{...props}
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@@ -49,7 +44,6 @@ export default function Dashboard(props: DashboardProps) {
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togglePeriodType={togglePeriodType}
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toggleComparison={toggleComparison}
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setSelectedPeriodId={setSelectedPeriodId}
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setSelectedGroupKey={setSelectedGroupKey}
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/>
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);
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}
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@@ -8,7 +8,6 @@ import {
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ToggleButtonGroup
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} from "@mui/material";
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import { useTheme, alpha } from "@mui/material/styles";
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import { GroupKey } from "../../features/report";
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import { DashboardProps, DashboardState } from "./Dashboard.models";
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interface ViewProps extends DashboardProps {
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@@ -17,7 +16,6 @@ interface ViewProps extends DashboardProps {
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toggleMode: () => void;
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togglePeriodType: () => void;
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setSelectedPeriodId: (id: string | null) => void;
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setSelectedGroupKey: (groupKey: GroupKey | null) => void;
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toggleComparison: () => void;
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}
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@@ -30,11 +28,10 @@ export default function DashboardView({
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togglePeriodType,
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toggleComparison,
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setSelectedPeriodId,
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setSelectedGroupKey,
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}: ViewProps) {
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const theme = useTheme();
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const themeMode = theme.palette.mode;
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const { mode, periodType, comparison, selectedPeriodId, selectedGroupKey } = state;
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const { mode, periodType, comparison, selectedPeriodId } = state;
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// Resolve colors with fallbacks
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const colors = React.useMemo(() => {
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@@ -123,12 +120,10 @@ export default function DashboardView({
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periodType={periodType}
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comparison={comparison}
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selectedPeriodId={selectedPeriodId}
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selectedGroupKey={selectedGroupKey}
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togglePeriodType={togglePeriodType}
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toggleComparison={toggleComparison}
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setSelectedPeriodId={setSelectedPeriodId}
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setSelectedGroupKey={setSelectedGroupKey}
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/>
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</Grid>
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);
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@@ -1,9 +1,8 @@
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import { ReportData, Transaction, GroupKey } from "../../features/report";
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import { ReportData, Transaction } from "../../features/report";
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import {
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mergeBucketPeriods,
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periodIdToKey,
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formatCurrency,
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filterBuckets,
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} from "../report.helpers";
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import { LatestItem } from "./LatestItems.models";
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@@ -12,13 +11,11 @@ import { LatestItem } from "./LatestItems.models";
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function extractTransactions(
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reportData: ReportData,
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selectedPeriodId: string | null,
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selectedGroupKey: GroupKey | null,
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mode: "expense" | "income"
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): Transaction[] {
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const buckets = filterBuckets(reportData.buckets, selectedGroupKey);
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if (selectedPeriodId) {
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const key = periodIdToKey(selectedPeriodId);
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const periods = mergeBucketPeriods(buckets, key);
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const periods = mergeBucketPeriods(reportData.buckets, key);
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const selected = periods.find((p) => p.id === selectedPeriodId);
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if (!selected) return [];
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@@ -28,7 +25,7 @@ function extractTransactions(
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: (selected.incomes.transactions || []);
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}
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const periods = mergeBucketPeriods(buckets, "full");
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const periods = mergeBucketPeriods(reportData.buckets, "full");
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if (!periods.length) return [];
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@@ -44,10 +41,9 @@ function extractTransactions(
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export function buildLatestItems(
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reportData: ReportData,
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selectedPeriodId: string | null,
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selectedGroupKey: GroupKey | null,
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mode: "expense" | "income"
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): LatestItem[] {
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const txns = extractTransactions(reportData, selectedPeriodId, selectedGroupKey, mode);
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const txns = extractTransactions(reportData, selectedPeriodId, mode);
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return txns
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.filter((t) => (mode === "expense" ? t.amount < 0 : t.amount >= 0))
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@@ -1,5 +1,5 @@
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import * as React from "react";
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import { ReportData, GroupKey } from "../../features/report";
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import { ReportData } from "../../features/report";
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import { buildLatestItems } from "./LatestItems.adapter";
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import LatestItemsView from "./LatestItems.view";
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@@ -7,7 +7,6 @@ type Props = {
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reportData: ReportData;
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mode: "expense" | "income";
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selectedPeriodId: string | null;
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selectedGroupKey?: GroupKey | null;
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accentColor: string;
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};
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@@ -15,23 +14,22 @@ export default function LatestItems({
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reportData,
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mode,
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selectedPeriodId,
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selectedGroupKey = null,
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accentColor,
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}: Props) {
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const [visibleCount, setVisibleCount] = React.useState(5);
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const allItems = React.useMemo(() => {
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return buildLatestItems(reportData, selectedPeriodId, selectedGroupKey, mode);
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}, [reportData, selectedPeriodId, selectedGroupKey, mode]);
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return buildLatestItems(reportData, selectedPeriodId, mode);
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}, [reportData, selectedPeriodId, mode]);
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const hasSelection = Boolean(selectedPeriodId) || Boolean(selectedGroupKey);
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const isPeriodSelected = Boolean(selectedPeriodId);
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const visibleItems = React.useMemo(() => {
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if (!hasSelection) return allItems.slice(0, 5);
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if (!isPeriodSelected) return allItems.slice(0, 5);
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return allItems.slice(0, visibleCount);
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}, [allItems, hasSelection, visibleCount]);
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}, [allItems, isPeriodSelected, visibleCount]);
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const canExpand = hasSelection && visibleCount < allItems.length;
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const canExpand = isPeriodSelected && visibleCount < allItems.length;
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return (
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<LatestItemsView
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@@ -5,6 +5,4 @@ export interface ProgressCardProps {
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totalAmount: number;
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colorTheme?: "primary" | "secondary" | "error" | "info" | "success" | "warning";
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compact?: boolean;
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selected?: boolean;
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onClick?: () => void;
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}
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@@ -18,8 +18,6 @@ export default function ProgressCard(props: ProgressCardProps) {
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formattedProgress={formattedProgress}
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formattedTotal={formattedTotal}
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compact={compact}
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selected={props.selected}
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onClick={props.onClick}
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/>
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);
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}
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@@ -14,8 +14,6 @@ interface ViewProps extends ProgressCardProps {
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percentage: number;
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formattedProgress: string;
|
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formattedTotal: string;
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selected?: boolean;
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onClick?: () => void;
|
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}
|
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|
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export default function ProgressCardView({
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@@ -25,8 +23,6 @@ export default function ProgressCardView({
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formattedProgress,
|
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formattedTotal,
|
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compact = false,
|
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selected,
|
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onClick,
|
||||
}: ViewProps) {
|
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const theme = useTheme();
|
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const isDark = theme.palette.mode === "dark";
|
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@@ -34,14 +30,10 @@ export default function ProgressCardView({
|
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return (
|
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<Paper
|
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elevation={compact ? 2 : 4}
|
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onClick={onClick}
|
||||
sx={{
|
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width: "100%",
|
||||
p: compact ? { xs: 2.5, md: 3 } : { xs: 3, md: 4 },
|
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borderRadius: compact ? 3 : 4,
|
||||
cursor: onClick ? "pointer" : "default",
|
||||
transform: selected ? "scale(1.02)" : "scale(1)",
|
||||
transition: "transform 0.2s ease, box-shadow 0.2s ease",
|
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background: (theme) => {
|
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const baseColor = theme.palette[colorTheme]?.main || theme.palette.primary.main;
|
||||
const lightColor = theme.palette[colorTheme]?.light || theme.palette.primary.light;
|
||||
@@ -56,19 +48,13 @@ export default function ProgressCardView({
|
||||
justifyContent: "center",
|
||||
position: "relative",
|
||||
overflow: "hidden",
|
||||
border: selected
|
||||
? `2px solid #fff`
|
||||
: isDark ? "1px solid rgba(255,255,255,0.1)" : "none",
|
||||
boxShadow: (theme) => {
|
||||
const baseShadow = `0 ${compact ? 6 : 12}px ${compact ? 12 : 24}px -10px ${
|
||||
border: isDark ? "1px solid rgba(255,255,255,0.1)" : "none",
|
||||
boxShadow: (theme) =>
|
||||
`0 ${compact ? 6 : 12}px ${compact ? 12 : 24}px -10px ${
|
||||
isDark
|
||||
? "rgba(0,0,0,0.5)"
|
||||
: theme.palette[colorTheme]?.main || theme.palette.primary.main
|
||||
}`;
|
||||
return selected
|
||||
? `${baseShadow}, 0 0 0 2px ${theme.palette.background.paper}, 0 0 0 4px ${theme.palette[colorTheme]?.main || theme.palette.primary.main}`
|
||||
: baseShadow;
|
||||
},
|
||||
}`,
|
||||
}}
|
||||
>
|
||||
<Typography
|
||||
|
||||
@@ -1,6 +1,6 @@
|
||||
import * as React from "react";
|
||||
import { Box } from "@mui/material";
|
||||
import { ReportData, GroupKey } from "../../features/report";
|
||||
import { ReportData } from "../../features/report";
|
||||
import ProgressCard from "./ProgressCard";
|
||||
import { extractTopTags } from "./TopTags.adapter";
|
||||
|
||||
@@ -8,8 +8,6 @@ type Props = {
|
||||
reportData: ReportData;
|
||||
mode: "expense" | "income";
|
||||
selectedPeriodId?: string | null;
|
||||
selectedGroupKey?: GroupKey | null;
|
||||
setSelectedGroupKey?: (key: GroupKey | null) => void;
|
||||
compact?: boolean;
|
||||
};
|
||||
|
||||
@@ -17,8 +15,6 @@ export default function TopTags({
|
||||
reportData,
|
||||
mode,
|
||||
selectedPeriodId,
|
||||
selectedGroupKey,
|
||||
setSelectedGroupKey,
|
||||
compact = true,
|
||||
}: Props) {
|
||||
const { items, total } = React.useMemo(() => {
|
||||
@@ -37,25 +33,16 @@ export default function TopTags({
|
||||
gap: 2,
|
||||
}}
|
||||
>
|
||||
{items.map((item) => {
|
||||
const isSelected = selectedGroupKey?.tags?.includes(item.tag);
|
||||
return (
|
||||
<ProgressCard
|
||||
key={item.tag}
|
||||
header={item.tag}
|
||||
progressAmount={item.amount}
|
||||
totalAmount={total}
|
||||
compact={compact}
|
||||
colorTheme={mode === "expense" ? "error" : "success"}
|
||||
selected={isSelected}
|
||||
onClick={() => {
|
||||
if (setSelectedGroupKey) {
|
||||
setSelectedGroupKey(isSelected ? null : { tags: [item.tag] });
|
||||
}
|
||||
}}
|
||||
/>
|
||||
);
|
||||
})}
|
||||
{items.map((item) => (
|
||||
<ProgressCard
|
||||
key={item.tag}
|
||||
header={item.tag}
|
||||
progressAmount={item.amount}
|
||||
totalAmount={total}
|
||||
compact={compact}
|
||||
colorTheme={mode === "expense" ? "error" : "success"}
|
||||
/>
|
||||
))}
|
||||
</Box>
|
||||
);
|
||||
}
|
||||
|
||||
@@ -1,7 +1,6 @@
|
||||
import {
|
||||
ReportPeriod,
|
||||
ReportBucket,
|
||||
GroupKey,
|
||||
} from "../features/report";
|
||||
|
||||
// ─── Types ────────────────────────────────────────────────────
|
||||
@@ -113,35 +112,3 @@ export const getPercentage = (progressAmount: number, totalAmount: number) => {
|
||||
if (!totalAmount) return 0;
|
||||
return Math.min(100, Math.max(0, (progressAmount / totalAmount) * 100));
|
||||
};
|
||||
|
||||
// ─── Group filtering ──────────────────────────────────────────
|
||||
|
||||
/**
|
||||
* Check if a bucket's group_key matches the selected GroupKey.
|
||||
* Every dimension present in `selected` must exist in the bucket
|
||||
* and contain all the selected values.
|
||||
*/
|
||||
export function matchesGroupKey(
|
||||
bucket: ReportBucket,
|
||||
selected: GroupKey
|
||||
): boolean {
|
||||
for (const [dim, values] of Object.entries(selected)) {
|
||||
const bucketValues = bucket.group_key[dim as keyof GroupKey];
|
||||
if (!bucketValues) return false;
|
||||
if (!(values as string[]).every((v) => bucketValues.includes(v)))
|
||||
return false;
|
||||
}
|
||||
return true;
|
||||
}
|
||||
|
||||
/**
|
||||
* Return only buckets matching the selected group key,
|
||||
* or all buckets if no selection.
|
||||
*/
|
||||
export function filterBuckets(
|
||||
buckets: ReportBucket[],
|
||||
selectedGroupKey: GroupKey | null
|
||||
): ReportBucket[] {
|
||||
if (!selectedGroupKey) return buckets;
|
||||
return buckets.filter((b) => matchesGroupKey(b, selectedGroupKey));
|
||||
}
|
||||
|
||||
@@ -19,8 +19,8 @@ export const configuration: DashboardConfig = {
|
||||
},
|
||||
},
|
||||
{
|
||||
id: "top-categories",
|
||||
title: 'Top Categories',
|
||||
id: "top-payees",
|
||||
title: 'Top Payees',
|
||||
component: TopTags,
|
||||
settings: {
|
||||
compact: true,
|
||||
|
||||
@@ -6,7 +6,6 @@ export type {
|
||||
ReportData,
|
||||
ReportBucket,
|
||||
ReportPeriod,
|
||||
GroupKey,
|
||||
} from './report.models'
|
||||
export {
|
||||
prepareReport
|
||||
|
||||
@@ -86,14 +86,5 @@ export interface ReportData {
|
||||
ignore_self: boolean;
|
||||
include_transactions: boolean;
|
||||
|
||||
start_date?: string | null;
|
||||
end_date?: string | null;
|
||||
flow?: "expense" | "income" | null;
|
||||
payee?: string[] | null;
|
||||
account?: string[] | null;
|
||||
tags?: string[] | null;
|
||||
min_amount?: number | null;
|
||||
max_amount?: number | null;
|
||||
|
||||
buckets: ReportBucket[];
|
||||
}
|
||||
|
||||
@@ -7,14 +7,6 @@ export interface ReportParams {
|
||||
group_by?: ("payee" | "tags")[];
|
||||
ignore_self?: boolean;
|
||||
include_transactions?: boolean;
|
||||
start_date?: string;
|
||||
end_date?: string;
|
||||
flow?: "expense" | "income";
|
||||
payee?: string[];
|
||||
account?: string[];
|
||||
tags?: string[];
|
||||
min_amount?: number;
|
||||
max_amount?: number;
|
||||
}
|
||||
|
||||
export function useReport(params: ReportParams) {
|
||||
|
||||
Reference in New Issue
Block a user