11 Commits
0.1.0 ... 1.1.2

Author SHA1 Message Date
a227c14e0a removed displayField 2026-06-08 01:03:00 +05:30
58df11c623 refactor: replace all displayField usages with displayFormat 2026-06-08 00:55:54 +05:30
9771816cf9 getDisplayString fix to use displayFormat 2026-06-08 00:37:17 +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
e6ce62a166 openapi-spec-reader (#10)
### Summary of Changes:
1.  **Spec-Driven Enums**:
    - Updated `openapi_loader.ts` to collect all standalone enum schemas (e.g., `FetchRequestStatus`) into the `AppConfig.enums` map.
    - Implemented `mergeProperties` and `oneOf`/`anyOf` resolution in `openapi_loader.ts` to ensure complex schemas like `FetchRequest` (using `allOf`) and `source` (using `oneOf`) are correctly parsed.
2.  **Customizable Labeling**:
    - Added `enumOption` (template-based) and `enumLabels` (mapping-based) to the config and field types.
    - Implemented `resolveTemplate` in `utils/options.ts` to handle placeholders like `'{name} {number}'` or plain field names.
3.  **UI Integration**:
    - **`FormField.tsx`**: Updated relation and enum selects to use `getFieldOptions()` for correct key/value pairs and labels. Added value normalization to extract keys from API objects.
    - **`EnhancedTable.tsx`**: Updated `valueOptions` to use key/value pairs for `singleSelect` and updated `FieldRenderer` to show the human-readable label for enums.
    - **`FilterBar.tsx`**: Updated `extractOptions` to use spec-driven labels for enum filters.
    - **`ResourceView.tsx`**: Centralized filter matching logic into a `getDisplayString` helper, ensuring filter comparisons use the same templates as the UI labels.
4. **App Fixes**:
    - `FetchRequests.tsx` and `FetchRequestDetail.tsx` now derive status and format options from the OpenAPI spec via `useConfig()` instead of using hardcoded arrays.

Reviewed-on: #10
Co-authored-by: Vishesh 'ironeagle' Bangotra <aetoskia@gmail.com>
Co-committed-by: Vishesh 'ironeagle' Bangotra <aetoskia@gmail.com>
2026-06-04 17:23:44 +00:00
2dbe9a5270 icici not icici_ocr 2026-06-03 19:01:38 +05:30
5cf2a4c3c4 Fetch Request UI (#9)
## Summary

Add Fetch Request pipeline UI with real-time SSE progress tracking, ambiguity resolution, enhanced list page with filtering/retry, and detail page with stepper/event feed. Includes new API primitives (`api.patch`, `usePatch` hook) and extensive type definitions for SSE events, ambiguity resolution, and pipeline statuses.

## Changes by file

### `react-openapi/api/client.ts`
- Added `api.patch()` method (delegates to `AxiosInstance.patch`)

### `react-openapi/hooks/useResource.ts`
- Added `usePatch()` mutation hook — sends PATCH `/{endpoint}/{id}` with partial data, invalidates list + detail query caches on success

### `src/FetchRequestDetail.tsx` **(new, +675 lines)**
Full detail page for a single fetch request, composed of:

- **Header** — status chip, account name, source type (File/Email), date range, created/completed timestamps
- **Progress bar** — `LinearProgress` with percentage computed via `computeProgressPercent()`:
  - Extract phase: snaps to 10% on first `raw_lines`/`txn_blocks` event
  - Raw Expense: ratio of `displayParsedCount` / `txnBlockCount` × 20%
  - Enrich: ratio of `stepStats.enrich_count` / `txnDictCount` × 50%
  - Save: ratio of `stepStats.save_count` / `txnDictCount` × 20%
- **Retry section** — retry count bar (`retryCount/RETRY_MAX`) + "Retry" button if failed & not exhausted
- **Error/success alerts** — `error_message` display, max-retries info
- **Pipeline Stepper** — 4-step (`Extract` → `Raw Expense` → `Enrich` → `Save`) with custom icons per state: completed (CheckCircle, green), active (CircularProgress, animating), paused (WarningAmber, amber), failed (ErrorIcon, red), inactive (step number, grey). Step count labels shown below each label (e.g. `150/246`, `100/246`)
- **Progress Events feed** — auto-scrolling list of SSE events with deduplication:
  - Only latest `progress` event per step (`txn_dicts`, `enrich`, `save_expenses`)
  - `started` events hidden when a terminal event (`completed`/`skipped`/`paused`/`failed`) follows
  - `load_content` events excluded entirely
  - Connection status indicator (green dot / red dot)
- **Ambiguity Resolution** — When pipeline is `paused`, shows ambiguity cards:
  - Raw line in monospace code block
  - OCR amount/balance (struck through), previous balance
  - Candidate buttons with credit/debit coloring (green for positive, red for negative)
  - Resolved state shows green alert with chosen values
  - "All resolved" vs "Pipeline paused" alerts
- **SSE connection** — `EventSource` to `{baseUrl}/fetch-requests/{id}/events`:
  - Tracks `progress`, `completed`, `paused`, `failed` events
  - On `paused`: refetch request + ambiguities
  - On `failed`: refetch request + show error snackbar from `message.error`
  - On `completed`/`resume_extract`: refetch request
  - Cleans up on unmount
- **Snackbar** — pipeline failure notification (6s, bottom-center)

### `src/FetchRequests.tsx` **(+347/−73 lines)**
Major enhancement to the list page:

- **New filter bar** (replaces plain list header):
  - Status multi-select (pending, processing, paused, raw_expenses_done, enriched_done, completed, failed)
  - Account name text filter
  - Source type toggle (All / File / Email)
  - Refresh button
- **Account autocomplete** — fetches accounts list via `useResourceByName("accounts")`, provides dropdown
- **Format dropdown** — driven by `resourceOverrides` config (`fetchRes.fields.source.schema.format.options`), fallback `["axis", "icici_ocr"]`
- **Date pickers** — changed from `datetime-local` to `date`, capped at today's date
- **Navigation** — on create, navigates to `/fetch-requests/{id}` via `useNavigate`
- **Row actions**: retry (failed, retry_count < 3), navigate to detail (paused), delete with confirmation dialog
- **Copy fingerprint** — icon button copies to clipboard with snackbar confirmation
- **Sorting** — table sorted by `created_at` descending
- **Table columns** — changed from `[Fingerprint, Source, Account, Status, Created, Actions]` to `[ID, Account, Source, Date Range, Status, Retries, Created, Actions]`
- **Retry count display** — shows `retry_count/RETRY_MAX` when >0, otherwise `—`
- **Status tooltip** — shows `error_message` on hover when present
- **Status icons** — new `statusIcons` map: ScheduleIcon (pending), CircularProgress (processing), WarningAmber (paused), HourglassEmpty (raw_expenses_done/enriched_done), CheckCircle (completed), ErrorIcon (failed)
- **Error handling** — 409 conflict detection (duplicate fingerprint), 422 validation via `formatApiError()`
- **`handleRetry`** — PATCH `{status: "pending"}` on failed requests, success/error snackbar

### `src/features/fetch-requests/fetch-requests.models.ts` **(+97 lines)**
New types and helpers:

- Added `"paused"` to `FetchRequestStatus`
- `FileSource`: added `raw_lines`, `txn_blocks`, `txn_dicts`, `txn_dict_count`, `txn_dicts_count`
- `EmailSource`: added `txn_dict_count`, `txn_dicts_count`
- `FetchRequest` added `retry_count`
- **New interfaces**: `FetchRequestUpdate`, `AmbiguityCandidate`, `PendingAmbiguity`, `ResolveAmbiguityPayload`, `FetchRequestFilters`
- **SSE types**:
  - `SSEEventStep`: `load_content | raw_lines | txn_blocks | txn_dicts | resume_extract | extract | paused | complete | enrich | save_expenses | pipeline`
  - `SSEEventStatus`: `started | completed | skipped | paused | progress | failed`
  - `ProgressMessage`: `lines? | blocks? | count? | unit? | raw_ocr_line? | error?`
  - `SSEEvent: { step, status, message }`
- **Helpers**: `formatApiError()` — parses FastAPI 422 validation detail arrays (`"Missing: field_name"`), `RETRY_MAX = 3`

### `src/features/fetch-requests/index.ts` **(+13 lines)**
Barrel exports for all new types (`FetchRequestUpdate`, `FetchRequestFilters`, `PendingAmbiguity`, `AmbiguityCandidate`, `ResolveAmbiguityPayload`, `SSEEvent`, `SSEEventStep`, `SSEEventStatus`, `ProgressMessage`), value exports (`RETRY_MAX`, `formatApiError`), and new hooks (`useUpdateFetchRequest`, `useFetchRequestAmbiguities`, `useResolveAmbiguity`)

### `src/features/fetch-requests/useFetchRequests.ts` **(+49 lines)**
Added hooks:

- `useUpdateFetchRequest()` → `usePatch("fetch-requests")`
- `useFetchRequestAmbiguities(fetchRequestId)` → `useQuery` for `GET /fetch-requests/{id}/ambiguities`
- `useResolveAmbiguity()` → `useMutation` for `POST /ambiguities/{id}/resolve` with cache invalidation of both ambiguities and detail queries

### `src/main.jsx` **(+2 lines)**
- Added import for `FetchRequestDetail`
- Added route `{ path: "/fetch-requests/:id", component: FetchRequestDetail, headerTitle: "Fetch Request" }`

Reviewed-on: #9
Co-authored-by: Vishesh 'ironeagle' Bangotra <aetoskia@gmail.com>
Co-committed-by: Vishesh 'ironeagle' Bangotra <aetoskia@gmail.com>
2026-05-31 09:28:26 +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
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
86 changed files with 4699 additions and 1366 deletions

40
.dockerignore Normal file
View File

@@ -0,0 +1,40 @@
# Node modules
node_modules
**/node_modules
# Logs
*.log
logs
npm-debug.log*
yarn-debug.log*
yarn-error.log*
# Build outputs
build
dist
out
.next
.cache
.parcel-cache
# Environment files
.env
.env.local
.env.development.local
.env.test.local
.env.production.local
# OS files
.DS_Store
Thumbs.db
# IDE / Editor folders
.vscode
.idea
*.sublime-workspace
*.sublime-project
# Temporary files
*.swp
*.bak
*.tmp

140
.drone.yml Normal file
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@@ -0,0 +1,140 @@
---
kind: pipeline
type: docker
name: default
platform:
os: linux
arch: arm64
workspace:
path: /drone/src
volumes:
- name: dockersock
host:
path: /var/run/docker.sock
steps:
- name: fetch-tags
image: docker:24
volumes:
- name: dockersock
path: /var/run/docker.sock
commands:
- apk add --no-cache git
- git fetch --tags
- |
# Get latest Git tag and trim newline
LATEST_TAG=$(git describe --tags --abbrev=0 2>/dev/null | tr -d '\n')
echo "Latest Git tag fetched: $LATEST_TAG"
# Save to file for downstream steps
echo "$LATEST_TAG" > /drone/src/LATEST_TAG.txt
# Read back for verification
IMAGE_TAG=$(cat /drone/src/LATEST_TAG.txt | tr -d '\n')
echo "Image tag read from file: $IMAGE_TAG"
# Validate
if [ -z "$IMAGE_TAG" ]; then
echo "❌ No git tags found! Cannot continue."
exit 1
fi
- name: check-remote-image
image: docker:24
volumes:
- name: dockersock
path: /var/run/docker.sock
commands:
- IMAGE_TAG=$(cat /drone/src/LATEST_TAG.txt | tr -d '\n')
- echo "Checking if apps/khata:$IMAGE_TAG exists on remote Docker..."
- echo "Existing Docker tags for apps/khata:"
- docker images --format "{{.Repository}}:{{.Tag}}" | grep "^apps/khata" || echo "(none)"
- |
if docker image inspect apps/khata:$IMAGE_TAG > /dev/null 2>&1; then
echo "✅ Docker image apps/khata:$IMAGE_TAG already exists — skipping build"
exit 78
else
echo "⚙️ Docker image apps/khata:$IMAGE_TAG not found — proceeding to build..."
fi
- name: build-image
image: docker:24
environment:
API_BASE_URL:
from_secret: API_BASE_URL
AUTH_BASE_URL:
from_secret: AUTH_BASE_URL
volumes:
- name: dockersock
path: /var/run/docker.sock
commands:
- IMAGE_TAG=$(cat /drone/src/LATEST_TAG.txt | tr -d '\n')
- echo "🔨 Building Docker image apps/khata:$IMAGE_TAG ..."
- |
docker build --network=host \
--build-arg VITE_API_BASE_URL="$API_BASE_URL" \
--build-arg VITE_AUTH_BASE_URL="$AUTH_BASE_URL" \
-t apps/khata:$IMAGE_TAG \
-t apps/khata:latest \
/drone/src
- name: push-image
image: docker:24
environment:
REGISTRY_HOST:
from_secret: REGISTRY_HOST
REGISTRY_USER:
from_secret: REGISTRY_USER
REGISTRY_PASS:
from_secret: REGISTRY_PASS
volumes:
- name: dockersock
path: /var/run/docker.sock
commands:
- IMAGE_TAG=$(cat /drone/src/LATEST_TAG.txt | tr -d '\n')
- echo "🔑 Logging into registry $REGISTRY_HOST ..."
- echo "$REGISTRY_PASS" | docker login $REGISTRY_HOST -u "$REGISTRY_USER" --password-stdin
- echo "🏷️ Tagging images with registry prefix..."
- docker tag apps/khata:$IMAGE_TAG $REGISTRY_HOST/apps/khata:$IMAGE_TAG
- docker tag apps/khata:$IMAGE_TAG $REGISTRY_HOST/apps/khata:latest
- echo "📤 Pushing apps/khata:$IMAGE_TAG ..."
- docker push $REGISTRY_HOST/apps/khata:$IMAGE_TAG
- echo "📤 Pushing apps/khata:latest ..."
- docker push $REGISTRY_HOST/apps/khata:latest
- name: stop-old
image: docker:24
volumes:
- name: dockersock
path: /var/run/docker.sock
commands:
- echo "🛑 Stopping old container..."
- docker rm -f khata || true
- name: run-container
image: docker:24
volumes:
- name: dockersock
path: /var/run/docker.sock
commands:
- IMAGE_TAG=$(cat /drone/src/LATEST_TAG.txt | tr -d '\n')
- echo "🚀 Starting container apps/khata:$IMAGE_TAG ..."
- |
docker run -d \
--name khata \
-p 3002:3000 \
-e NODE_ENV=production \
--restart always \
apps/khata:$IMAGE_TAG
# Trigger rules
trigger:
event:
- tag

33
Dockerfile Normal file
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@@ -0,0 +1,33 @@
# Stage 1: Build
FROM node:20-alpine AS builder
# Set working directory
WORKDIR /app
# Copy package.json and package-lock.json (or yarn.lock)
COPY package*.json ./
# Install dependencies
RUN npm ci
# Copy the rest of the app
COPY . .
# Build the app
ARG VITE_API_BASE_URL
ARG VITE_AUTH_BASE_URL
RUN VITE_API_BASE_URL=$VITE_API_BASE_URL VITE_AUTH_BASE_URL=$VITE_AUTH_BASE_URL npm run build
# Stage 2: Static file server (BusyBox)
FROM busybox:latest
WORKDIR /app
# Copy only build frontend files
COPY --from=builder /app/dist /app
# Expose port
EXPOSE 3000
# Default command
CMD ["busybox", "httpd", "-f", "-p", "3000"]

View File

@@ -9,6 +9,7 @@
rel="stylesheet"
href="https://fonts.googleapis.com/css2?family=Roboto:wght@300;400;500;700&display=swap"
/>
<link rel="icon" type="image/png" href="/favicon.png" />
<title>khata - Aetoskia</title>
</head>
<body>

14
package-lock.json generated
View File

@@ -28,6 +28,7 @@
},
"devDependencies": {
"@vitejs/plugin-react": "latest",
"typescript": "^6.0.3",
"vite": "latest"
}
},
@@ -4103,6 +4104,19 @@
"url": "https://github.com/sponsors/wooorm"
}
},
"node_modules/typescript": {
"version": "6.0.3",
"resolved": "https://registry.npmjs.org/typescript/-/typescript-6.0.3.tgz",
"integrity": "sha512-y2TvuxSZPDyQakkFRPZHKFm+KKVqIisdg9/CZwm9ftvKXLP8NRWj38/ODjNbr43SsoXqNuAisEf1GdCxqWcdBw==",
"dev": true,
"bin": {
"tsc": "bin/tsc",
"tsserver": "bin/tsserver"
},
"engines": {
"node": ">=14.17"
}
},
"node_modules/unified": {
"version": "11.0.5",
"resolved": "https://registry.npmjs.org/unified/-/unified-11.0.5.tgz",

View File

@@ -28,6 +28,7 @@
},
"devDependencies": {
"@vitejs/plugin-react": "latest",
"typescript": "^6.0.3",
"vite": "latest"
}
}

BIN
public/favicon.png Normal file

Binary file not shown.

After

Width:  |  Height:  |  Size: 2.8 KiB

View File

@@ -6,6 +6,7 @@ import ResourceView from "./components/ResourceView";
import { getAppConfig } from "./config";
import { initializeApiClients } from "./api/client";
import { AppConfig } from "./types/config";
import { FieldComponents } from "./types/overrides";
import { Box, Typography, Paper, CircularProgress } from "@mui/material";
import {
Routes,
@@ -15,8 +16,9 @@ import {
} from "react-router-dom";
import { ConfigContext } from "./providers/ConfigContext";
import ProfileView from "./components/ProfileView";
function Dashboard({ basePath }: { basePath: string }) {
function DefaultDashboard({ basePath }: { basePath: string }) {
const config = React.useContext(ConfigContext);
const navigate = useNavigate();
@@ -31,7 +33,6 @@ function Dashboard({ basePath }: { basePath: string }) {
<Typography variant="body1" sx={{ color: 'text.secondary' }}>
Select a resource from the sidebar to manage data.
</Typography>
<Box
sx={{
display: "grid",
@@ -41,10 +42,10 @@ function Dashboard({ basePath }: { basePath: string }) {
}}
>
{visibleResources.map((res) => (
<Paper
key={res.name}
sx={{
p: 3,
<Paper
key={res.name}
sx={{
p: 3,
textAlign: "center",
cursor: 'pointer',
transition: 'transform 0.2s',
@@ -61,9 +62,15 @@ function Dashboard({ basePath }: { basePath: string }) {
);
}
import ProfileView from "./components/ProfileView";
interface AdminAppProps {
basePath: string;
fieldComponents: FieldComponents;
Dashboard?: React.ComponentType<{ basePath: string }>;
Layout?: React.ComponentType<AdminLayoutProps>;
LoginPage?: React.ComponentType<any>;
}
function AdminApp({ basePath }: { basePath: string }) {
function AdminApp({ basePath, fieldComponents, Dashboard = DefaultDashboard, Layout = AdminLayout, LoginPage = AuthPage }: AdminAppProps) {
const { currentUser, login, logout, loading, error } = useAuth();
const config = React.useContext(ConfigContext);
const navigate = useNavigate();
@@ -73,10 +80,10 @@ function AdminApp({ basePath }: { basePath: string }) {
if (!currentUser) {
return (
<AuthPage
<LoginPage
mode="login"
login={login}
register={async () => {}} // Disable registration for Admin
register={async () => {}}
loading={loading}
error={error}
onSwitchMode={() => {}}
@@ -87,7 +94,7 @@ function AdminApp({ basePath }: { basePath: string }) {
}
return (
<AdminLayout
<Layout
username={currentUser.username}
onLogout={logout}
onSelectResource={(name) => navigate(`/admin/${name}`)}
@@ -96,32 +103,44 @@ function AdminApp({ basePath }: { basePath: string }) {
<Routes>
<Route path="/" element={<Dashboard basePath={basePath} />} />
<Route path="/profile" element={<ProfileView />} />
<Route path="/:resourceName" element={<ResourceRouteWrapper />} />
<Route path="/:resourceName/:id" element={<ResourceRouteWrapper />} />
<Route path="/:resourceName/create" element={<ResourceRouteWrapper />} />
<Route path="/:resourceName/edit/:id" element={<ResourceRouteWrapper />} />
<Route path="/:resourceName" element={<ResourceRouteWrapper fieldComponents={fieldComponents} />} />
<Route path="/:resourceName/:id" element={<ResourceRouteWrapper fieldComponents={fieldComponents} />} />
<Route path="/:resourceName/create" element={<ResourceRouteWrapper fieldComponents={fieldComponents} />} />
<Route path="/:resourceName/edit/:id" element={<ResourceRouteWrapper fieldComponents={fieldComponents} />} />
</Routes>
</AdminLayout>
</Layout>
);
}
function ResourceRouteWrapper() {
function ResourceRouteWrapper({ fieldComponents }: { fieldComponents: FieldComponents }) {
const { resourceName } = useParams();
const config = React.useContext(ConfigContext);
const selectedResource = config?.resources.find((r) => r.name === resourceName);
if (!selectedResource) return <Typography>Resource not found</Typography>;
return <ResourceView config={selectedResource} />;
return <ResourceView config={selectedResource} fieldComponents={fieldComponents} />;
}
interface AdminLayoutProps {
children: React.ReactNode;
onSelectResource: (resourceName: string | null) => void;
onLogout: () => void;
username?: string;
resources: import("./types/config").ResourceConfig[];
}
interface AdminProps {
basePath?: string;
resourceOverrides?: Record<string, any>;
profileConfig?: any;
fieldComponents: FieldComponents;
Dashboard?: React.ComponentType<{ basePath: string }>;
Layout?: React.ComponentType<AdminLayoutProps>;
LoginPage?: React.ComponentType<any>;
}
export default function Admin({ basePath = "/admin", resourceOverrides = {}, profileConfig = {} }: AdminProps) {
export default function Admin({ basePath = "/admin", resourceOverrides = {}, profileConfig = {}, fieldComponents, Dashboard, Layout, LoginPage }: AdminProps) {
const existingConfig = React.useContext(ConfigContext);
const [config, setConfig] = React.useState<AppConfig | null>(existingConfig);
@@ -151,16 +170,14 @@ export default function Admin({ basePath = "/admin", resourceOverrides = {}, pro
const content = (
<UploadProvider>
<AdminApp basePath={basePath} />
<AdminApp basePath={basePath} fieldComponents={fieldComponents} Dashboard={Dashboard} Layout={Layout} LoginPage={LoginPage} />
</UploadProvider>
);
// If we have an existing config, we are already inside a Provider and QueryClient
if (existingConfig) {
return content;
}
// Fallback for standalone usage
return (
<ConfigContext.Provider value={config}>
{content}

View File

@@ -1,4 +1,5 @@
import axios, { AxiosInstance } from "axios";
import type { AxiosResponse } from "axios";
import { createApiClient } from "../../react-auth";
/**
@@ -30,21 +31,25 @@ function withParamsSerializer(instance: AxiosInstance): AxiosInstance {
}
export const api = {
get: (...args: Parameters<AxiosInstance["get"]>) => {
get: <T = any, R = AxiosResponse<T>>(url: string, config?: Parameters<AxiosInstance["get"]>[1]) => {
if (!_api) throw new Error("API client not initialized");
return _api.get(...args);
return _api.get<T, R>(url, config);
},
post: (...args: Parameters<AxiosInstance["post"]>) => {
post: <T = any, R = AxiosResponse<T>>(url: string, data?: any, config?: Parameters<AxiosInstance["post"]>[2]) => {
if (!_api) throw new Error("API client not initialized");
return _api.post(...args);
return _api.post<T, R>(url, data, config);
},
put: (...args: Parameters<AxiosInstance["put"]>) => {
put: <T = any, R = AxiosResponse<T>>(url: string, data?: any, config?: Parameters<AxiosInstance["put"]>[2]) => {
if (!_api) throw new Error("API client not initialized");
return _api.put(...args);
return _api.put<T, R>(url, data, config);
},
delete: (...args: Parameters<AxiosInstance["delete"]>) => {
delete: <T = any, R = AxiosResponse<T>>(url: string, config?: Parameters<AxiosInstance["delete"]>[1]) => {
if (!_api) throw new Error("API client not initialized");
return _api.delete(...args);
return _api.delete<T, R>(url, config);
},
patch: <T = any, R = AxiosResponse<T>>(url: string, data?: any, config?: Parameters<AxiosInstance["patch"]>[2]) => {
if (!_api) throw new Error("API client not initialized");
return _api.patch<T, R>(url, data, config);
},
};

View File

@@ -31,6 +31,8 @@ import VisibilityIcon from '@mui/icons-material/Visibility';
import MoreVertIcon from '@mui/icons-material/MoreVert';
import { useNavigate } from 'react-router-dom';
import { ResourceConfig } from '../types/config';
import { EnhancedTableComponents } from '../types/overrides';
import { getFieldOptions, toGridValueOptions, resolveTemplate } from '../utils/options';
interface EnhancedTableProps {
config: ResourceConfig;
@@ -43,23 +45,33 @@ interface EnhancedTableProps {
onDelete: (id: string) => void;
onCreate: () => void;
onNavigateToResource?: (resourceName: string, id: string) => void;
components?: EnhancedTableComponents;
}
export default function EnhancedTable({
config,
data,
total,
paginationModel,
onPaginationModelChange,
paginationModel: externalPaginationModel,
onPaginationModelChange: externalOnPaginationModelChange,
loading = false,
onEdit,
onDelete,
onCreate,
onNavigateToResource,
components: tableComponents,
}: EnhancedTableProps) {
const theme = useTheme();
const isMobile = useMediaQuery(theme.breakpoints.down('md'));
const navigate = useNavigate();
const isServer = config.filterOptions?.mode !== "client";
const [internalPaginationModel, setInternalPaginationModel] = React.useState<GridPaginationModel>({
page: 0,
pageSize: 10,
});
const paginationModel = isServer ? externalPaginationModel : internalPaginationModel;
const onPaginationModelChange = isServer ? externalOnPaginationModelChange : setInternalPaginationModel;
const columns: GridColDef[] = React.useMemo(() => {
const cols: GridColDef[] = Object.entries(config.fields).map(([key, field]) => {
@@ -76,7 +88,7 @@ export default function EnhancedTable({
type: muiType,
flex: 1,
minWidth: 150,
renderCell: (params: GridRenderCellParams) => <FieldRenderer params={params} field={field} fieldKey={key} config={config} onNavigate={onNavigateToResource} navigate={navigate} />
renderCell: (params: GridRenderCellParams) => <FieldRenderer params={params} field={field} fieldKey={key} config={config} onNavigate={onNavigateToResource} navigate={navigate} components={tableComponents} />
};
if (muiType === 'date' || muiType === 'dateTime') {
@@ -87,9 +99,8 @@ export default function EnhancedTable({
};
}
if (muiType === 'singleSelect' && field.options) {
// @ts-ignore
col.valueOptions = field.options;
if (muiType === 'singleSelect') {
(col as GridColDef & { valueOptions: any[] }).valueOptions = toGridValueOptions(getFieldOptions(field));
}
return col;
@@ -122,6 +133,15 @@ export default function EnhancedTable({
return cols;
}, [config, onDelete, navigate, onNavigateToResource]);
const mobilePageSize = 10;
const [mobilePage, setMobilePage] = React.useState(0);
const mobileTotalPages = Math.ceil(data.length / mobilePageSize) || 1;
const mobileData = data.slice(mobilePage * mobilePageSize, (mobilePage + 1) * mobilePageSize);
React.useEffect(() => {
if (mobilePage >= mobileTotalPages) setMobilePage(0);
}, [data.length, mobilePage, mobileTotalPages]);
if (isMobile) {
return (
<Box>
@@ -132,7 +152,7 @@ export default function EnhancedTable({
</Button>
</Box>
<Box sx={{ display: 'flex', flexDirection: 'column', gap: 2 }}>
{data.map((row) => (
{mobileData.map((row) => (
<Box key={row[config.primaryKey] || Math.random()}>
<MobileCardRow
row={row}
@@ -141,10 +161,22 @@ export default function EnhancedTable({
onDelete={onDelete}
onNavigate={onNavigateToResource}
navigate={navigate}
components={tableComponents}
/>
</Box>
))}
</Box>
<Box sx={{ display: 'flex', justifyContent: 'center', gap: 1, mt: 2, flexWrap: 'wrap' }}>
<Button size="small" disabled={mobilePage === 0} onClick={() => setMobilePage(mobilePage - 1)}>
Previous
</Button>
<Typography variant="body2" sx={{ alignSelf: 'center', px: 1 }}>
Page {mobilePage + 1} of {mobileTotalPages}
</Typography>
<Button size="small" disabled={mobilePage >= mobileTotalPages - 1} onClick={() => setMobilePage(mobilePage + 1)}>
Next
</Button>
</Box>
</Box>
);
}
@@ -161,20 +193,18 @@ export default function EnhancedTable({
rows={data || []}
columns={columns}
autoHeight
paginationMode={config.pagination ? 'server' : 'client'}
rowCount={(() => {
if (!config.pagination) return data.length;
if (total !== undefined) return total;
// Graceful fallback for missing total count
const page = paginationModel?.page || 0;
const pageSize = paginationModel?.pageSize || 10;
if (data.length < pageSize) {
return page * pageSize + data.length;
}
// Enable 'Next' button by pretending there's at least one more page
return (page + 2) * pageSize;
})()}
paginationMode={isServer ? 'server' : 'client'}
{...(isServer ? {
rowCount: (() => {
if (total !== undefined) return total;
const page = paginationModel?.page || 0;
const pageSize = paginationModel?.pageSize || 10;
if (data.length < pageSize) {
return page * pageSize + data.length;
}
return (page + 2) * pageSize;
})(),
} : {})}
loading={loading}
paginationModel={paginationModel || { page: 0, pageSize: 10 }}
onPaginationModelChange={onPaginationModelChange}
@@ -199,7 +229,7 @@ export default function EnhancedTable({
);
}
function MobileCardRow({ row, config, onDelete, onNavigate, navigate }: any) {
function MobileCardRow({ row, config, onDelete, onNavigate, navigate, components }: any) {
const [anchorEl, setAnchorEl] = React.useState<null | HTMLElement>(null);
const open = Boolean(anchorEl);
const id = row[config.primaryKey];
@@ -234,8 +264,8 @@ function MobileCardRow({ row, config, onDelete, onNavigate, navigate }: any) {
<Typography variant="caption" color="text.secondary" sx={{ display: 'block' }}>
{field.label}
</Typography>
<Typography variant="body2" sx={{ fontWeight: 500, wordBreak: 'break-all' }}>
<FieldRenderer params={{ value: row[key], row }} field={field} fieldKey={key} config={config} onNavigate={onNavigate} navigate={navigate} isMobile />
<Typography variant="body2" component="div" sx={{ fontWeight: 500, wordBreak: 'break-all' }}>
<FieldRenderer params={{ value: row[key], row }} field={field} fieldKey={key} config={config} onNavigate={onNavigate} navigate={navigate} isMobile components={components} />
</Typography>
</Box>
))}
@@ -248,30 +278,27 @@ function MobileCardRow({ row, config, onDelete, onNavigate, navigate }: any) {
);
}
function getFormattedDisplayValue(item: any, displayField?: string | string[]) {
function getFormattedDisplayValue(item: any, displayFormat: string) {
if (!item) return "";
if (!displayField) return item.name || item.title || item.label || item.id || JSON.stringify(item);
if (Array.isArray(displayField)) {
return displayField
.map(key => item[key])
.filter(val => val !== undefined && val !== null)
.join(' ');
}
return item[displayField] || item.id || JSON.stringify(item);
return resolveTemplate(displayFormat, item);
}
function FieldRenderer({ params, field, fieldKey, config, onNavigate, navigate, isMobile }: any) {
function FieldRenderer({ params, field, fieldKey, config, onNavigate, navigate, isMobile, components }: any) {
const value = params.value;
const isPk = fieldKey === config.primaryKey;
if (field.formatter) return field.formatter(value);
const customRenderer = components?.cellRenderers?.[field.type as string];
if (customRenderer) {
return React.createElement(customRenderer, { value, row: params.row, field, fieldKey, config, onNavigate, isMobile });
}
// 1. Single Relation
if (field.relation && value && !Array.isArray(value)) {
const relationId = typeof value === 'object' ? (value.id || value._id || value.pk) : value;
const displayValue = getFormattedDisplayValue(value, field.displayField);
const displayValue = getFormattedDisplayValue(value, field.displayFormat);
return (
<Chip
@@ -290,7 +317,8 @@ function FieldRenderer({ params, field, fieldKey, config, onNavigate, navigate,
// 2. Multi-Select (Array of relations or simple strings)
if (field.type === 'array' && Array.isArray(value)) {
const tooltipTitle = value.map((item) => getFormattedDisplayValue(item, field.displayField)).join(', ');
const enumValue = field.enumOption?.value;
const tooltipTitle = value.map((item) => getFormattedDisplayValue(item, field.displayFormat)).join(', ');
return (
<Tooltip title={tooltipTitle} arrow placement="top">
@@ -298,7 +326,7 @@ function FieldRenderer({ params, field, fieldKey, config, onNavigate, navigate,
{value.map((item, idx) => (
<Chip
key={idx}
label={getFormattedDisplayValue(item, field.displayField)}
label={getFormattedDisplayValue(item, field.displayFormat)}
size="small"
variant="filled"
sx={{ maxWidth: 120 }}
@@ -318,7 +346,7 @@ function FieldRenderer({ params, field, fieldKey, config, onNavigate, navigate,
// 3. Simple Objects
if (field.type === 'object' && value) {
return getFormattedDisplayValue(value, field.displayField) || (isMobile ? 'Object' : JSON.stringify(value));
return getFormattedDisplayValue(value, field.displayFormat) || (isMobile ? 'Object' : JSON.stringify(value));
}
if (field.type === 'number' && typeof value === 'number') {
@@ -353,6 +381,11 @@ function FieldRenderer({ params, field, fieldKey, config, onNavigate, navigate,
if (field.type === 'datetime' || field.type === 'date') return value ? new Date(value).toLocaleString() : '';
if (field.type === 'enum') {
const opt = getFieldOptions(field).find(o => o.key === value);
return opt?.value ?? value;
}
if (isPk && !isMobile) {
return (
<Chip

View File

@@ -0,0 +1,308 @@
import * as React from "react";
import {
Box,
Button,
Chip,
Paper,
TextField,
Autocomplete,
Typography,
} from "@mui/material";
import DoneIcon from "@mui/icons-material/Done";
import FilterListIcon from "@mui/icons-material/FilterList";
import { ResourceField, ResourceMode } from "../types/config";
import { FilterBarComponents, FieldComponents } from "../types/overrides";
import { getFieldOptions, resolveTemplate } from "../utils/options";
export function FilterAutocomplete({
options,
value,
label,
onChange,
}: {
options: string[];
value: string[];
label: string;
onChange: (val: string[]) => void;
}) {
const listboxRef = React.useRef<HTMLUListElement>(null);
const scrollPosRef = React.useRef(0);
const [open, setOpen] = React.useState(false);
const [frozenValue, setFrozenValue] = React.useState<string[]>(value);
const toggleDropdown = () => {
setOpen(prev => {
const next = !prev;
setFrozenValue(value);
return next;
});
};
const sortedOptions = React.useMemo(() => {
const sel = new Set(frozenValue);
const picked: string[] = [];
const rest: string[] = [];
for (const o of options) {
if (sel.has(o)) picked.push(o);
else rest.push(o);
}
return [...picked, ...rest];
}, [options, frozenValue]);
return (
<Autocomplete
multiple
freeSolo
disableCloseOnSelect
open={open}
onOpen={toggleDropdown}
onClose={toggleDropdown}
options={sortedOptions}
value={value}
getOptionKey={(option) => option}
onChange={(_, val) => onChange(val.length > 0 ? val : [])}
ListboxProps={{
ref: listboxRef,
onScroll: (e) => { scrollPosRef.current = (e.target as HTMLUListElement).scrollTop; },
}}
renderOption={(props, option, { selected }) => {
const { key, ...rest } = props;
return (
<li key={key} {...rest}>
{selected ? <DoneIcon sx={{ fontSize: 14, mr: 1, color: 'primary.main' }} /> : <Box sx={{ width: 22, mr: 1 }} />}
{option}
</li>
);
}}
renderTags={(tagValue, getTagProps) => {
const maxChips = 1;
return (
<>
{tagValue.slice(0, maxChips).map((tag, index) => {
const { key, ...tagProps } = getTagProps({ index });
return <Chip
key={key}
{...tagProps}
label={tag.length > 10 ? `${tag.slice(0, 8)}..` : tag}
size="small"
onClick={toggleDropdown}
sx={{ cursor: 'pointer' }}
/>;
})}
{tagValue.length > maxChips && (
<Chip
label={`+${tagValue.length - maxChips}`}
size="small"
onClick={toggleDropdown}
sx={{ cursor: 'pointer' }}
/>
)}
</>
);
}}
renderInput={(params) => <TextField {...params} placeholder={`Add ${label}...`} />}
sx={{ '& .MuiOutlinedInput-root': { minHeight: '3rem', py: 0.5 } }}
/>
);
}
function extractOptions(
fieldName: string,
field: ResourceField,
data: any[]
): string[] {
const values = new Set<string>();
if (field.type === 'enum') {
return getFieldOptions(field).map(o => o.value);
}
if (!data) return [];
const pull = (item: any): string | null => {
if (item == null) return null;
if (typeof item === "string") return item;
if (typeof item !== "object") return String(item);
if (field.enumOption?.value) return resolveTemplate(field.enumOption.value, item);
// Use displayFormat if defined
if (field.displayFormat) {
return resolveTemplate(field.displayFormat, item);
}
return null;
};
for (const row of data) {
const v = row[fieldName];
if (v == null) continue;
if (Array.isArray(v)) {
for (const el of v) {
const label = pull(el);
if (label) values.add(label);
}
} else {
const label = pull(v);
if (label) values.add(label);
}
}
// console.log('extracted', fieldName, Array.from(values).sort())
return Array.from(values).sort();
}
function renderFilterInput(
fieldName: string,
field: ResourceField,
options: string[],
value: any,
onChange: (key: string, val: any) => void,
components?: FilterBarComponents,
fieldComponents?: FieldComponents,
) {
const filterType = field.filterType;
if (filterType === "number-range") {
const RangeComponent = fieldComponents?.numberRange;
if (!RangeComponent) throw new Error(`Number range component not found for field ${fieldName}`);
const rangeVal = (value as { min?: string; max?: string }) || {};
return <RangeComponent name={fieldName} field={field} value={rangeVal} onChange={(val: any) => onChange("value", val)} />;
}
if (filterType === "date-range") {
const RangeComponent = fieldComponents?.dateRange;
if (!RangeComponent) throw new Error(`Number range component not found for field ${fieldName}`);
const rangeVal = (value as { start?: string; end?: string }) || {};
return <RangeComponent name={fieldName} field={field} value={rangeVal} onChange={(val: any) => onChange("value", val)} />;
}
const selected = Array.isArray(value) ? value : [];
return (
<FilterAutocomplete
options={options}
value={selected}
label={field.label}
onChange={(val) => onChange("value", val.length > 0 ? val : undefined)}
/>
);
}
export interface FilterBarProps {
fields: Record<string, ResourceField>;
filterableFields: string[];
mode: ResourceMode;
data?: any[];
appliedValues: Record<string, any>;
onApply: (values: Record<string, any>) => void;
onClear: () => void;
components?: FilterBarComponents;
fieldComponents?: FieldComponents;
}
export default function FilterBar({
fields,
filterableFields,
data,
appliedValues,
onApply,
onClear,
components: filterComponents,
fieldComponents,
}: FilterBarProps) {
const [open, setOpen] = React.useState(false);
const [draft, setDraft] = React.useState<Record<string, any>>(() => ({ ...appliedValues }));
React.useEffect(() => {
if (!open) setDraft({ ...appliedValues });
}, [appliedValues, open]);
if (!filterableFields || filterableFields.length === 0) return null;
const activeCount = Object.keys(appliedValues).filter((k) => {
const v = appliedValues[k];
if (v == null || v === "") return false;
if (typeof v === "object" && Object.values(v).every((x) => x == null || x === "")) return false;
return true;
}).length;
const handleApply = () => onApply({ ...draft });
const handleClear = () => {
setDraft({});
onClear();
};
const updateDraft = (fieldName: string, key: string, val: any) => {
setDraft((prev) => {
if (key === "value") {
return { ...prev, [fieldName]: val };
}
const existing = prev[fieldName] || {};
return { ...prev, [fieldName]: { ...existing, [key]: val } };
});
};
return (
<Paper variant="outlined" sx={{ mb: 2, borderRadius: 2, overflow: "hidden" }}>
<Box
sx={{
display: "flex",
alignItems: "center",
justifyContent: "space-between",
px: 2,
py: 1,
cursor: "pointer",
"&:hover": { bgcolor: "action.hover" },
}}
onClick={() => setOpen((o) => !o)}
>
<Box sx={{ display: "flex", alignItems: "center", gap: 1 }}>
<FilterListIcon fontSize="small" color="action" />
<Typography variant="subtitle2" fontWeight={600}>
{open ? "Hide Filters" : "Show Filters"}
</Typography>
</Box>
{activeCount > 0 && (
<Typography variant="caption" color="primary" fontWeight={600}>
{activeCount} active
</Typography>
)}
</Box>
{open && (
<Box sx={{ px: 2, pb: 2, borderTop: "1px solid", borderColor: "divider", pt: 2 }}>
<Box sx={{ display: "flex", flexWrap: "wrap", gap: 2, alignItems: "flex-end" }}>
{filterableFields.map((fieldName) => {
const field = fields[fieldName];
if (!field) return null;
const needsOptions = field.filterType === "autocomplete" || field.filterType === "multiselect";
const options = needsOptions ? extractOptions(fieldName, field, data ?? []) : [];
const raw = draft[fieldName];
return (
<Box key={fieldName} sx={{ display: "flex", flexDirection: "column", flex: { xs: '0 0 100%', sm: 1 }, minWidth: { sm: 200 } }}>
<Box sx={{ typography: "caption", mb: 0.5, color: "text.secondary" }}>
{field.label}
</Box>
{renderFilterInput(fieldName, field, options, raw, (key, val) =>
updateDraft(fieldName, key, val), filterComponents, fieldComponents
)}
</Box>
);
})}
</Box>
<Box sx={{ mt: 2, display: "flex", gap: 1 }}>
<Button variant="contained" onClick={handleApply}>
Apply
</Button>
<Button variant="outlined" onClick={handleClear}>
Clear
</Button>
</Box>
</Box>
)}
</Paper>
);
}

View File

@@ -7,6 +7,7 @@ import {
CircularProgress,
} from '@mui/material';
import { ResourceConfig } from '../types/config';
import { FieldComponents } from '../types/overrides';
import { useUpload } from '../providers/UploadProvider';
import { useQueries } from '@tanstack/react-query';
import { useResource } from '../hooks/useResource';
@@ -21,6 +22,7 @@ interface GenericFormProps {
loading?: boolean;
readOnly?: boolean;
onEditClick?: () => void;
fieldComponents: FieldComponents;
}
export default function GenericForm({
@@ -31,6 +33,7 @@ export default function GenericForm({
loading: saving,
readOnly = false,
onEditClick,
fieldComponents,
}: GenericFormProps) {
initialData = initialData || {};
const [formData, setFormData] = React.useState(initialData);
@@ -54,7 +57,7 @@ export default function GenericForm({
queries: allRelations.map(relName => {
const relatedRes = appConfig?.resources.find(r => r.name === relName);
// eslint-disable-next-line react-hooks/rules-of-hooks
const { getListQueryOptions } = useResource(relatedRes!);
const { getListQueryOptions } = useResource(relatedRes!, { fieldComponents });
return {
...getListQueryOptions(),
enabled: !!relatedRes,
@@ -117,6 +120,7 @@ export default function GenericForm({
uploading={uploading}
baseUrl={appConfig?.baseUrl || ""}
relationDataMap={relationDataMap}
components={fieldComponents}
/>
))}

View File

@@ -3,6 +3,7 @@ import { Box, Typography, Paper, CircularProgress, Alert } from '@mui/material';
import { useResource } from '../hooks/useResource';
import GenericForm from './GenericForm';
import { ConfigContext } from '../providers/ConfigContext';
import { defaultFieldComponents } from './fields/DefaultFieldComponents';
export default function ProfileView() {
const appConfig = React.useContext(ConfigContext);
@@ -13,11 +14,10 @@ export default function ProfileView() {
return <Alert severity="error">Profile configuration not found.</Alert>;
}
// Create a modified config where only extraFields are editable
const editableConfig = React.useMemo(() => {
const newFields = { ...resourceConfig.fields };
const extraFields = profileConfig.extraFields || [];
Object.keys(newFields).forEach(key => {
newFields[key] = {
...newFields[key],
@@ -31,13 +31,12 @@ export default function ProfileView() {
};
}, [resourceConfig, profileConfig.extraFields]);
const { useMe, useUpdateMe } = useResource(resourceConfig);
const { useMe, useUpdateMe } = useResource(resourceConfig, { fieldComponents: defaultFieldComponents });
const { data: profile, isLoading, error } = useMe();
const updateMutation = useUpdateMe();
const handleSave = async (formData: any) => {
try {
// Only send editable fields to prevent accidental overwrites of read-only data
const extraFields = profileConfig.extraFields || [];
const dataToSave = Object.keys(formData)
.filter(key => extraFields.includes(key))
@@ -76,6 +75,7 @@ export default function ProfileView() {
onSave={handleSave}
onCancel={() => window.history.back()}
loading={updateMutation.isPending}
fieldComponents={defaultFieldComponents}
/>
</Paper>
</Box>

View File

@@ -1,48 +1,137 @@
import * as React from 'react';
import { Box, Typography, Paper, CircularProgress } from '@mui/material';
import { Box, Paper, CircularProgress } from '@mui/material';
import { ResourceConfig } from '../types/config';
import type { ResourceField } from '../types/config';
import { FieldComponents } from '../types/overrides';
import { useResource } from '../hooks/useResource';
import GenericForm from './GenericForm';
import { resolveTemplate } from '../utils/options';
import EnhancedTable from './EnhancedTable';
import { useParams, useLocation, useNavigate, Routes, Route } from 'react-router-dom';
import FilterBar from './FilterBar';
import { useParams, useLocation, useNavigate } from 'react-router-dom';
interface ResourceViewProps {
config: ResourceConfig;
onNavigateToResource?: (resourceName: string, id: string) => void;
fieldComponents: FieldComponents;
}
import { GridPaginationModel } from '@mui/x-data-grid';
export default function ResourceView({ config, onNavigateToResource }: ResourceViewProps) {
function getDisplayString(item: any, field: ResourceField): string {
if (item == null || typeof item !== 'object') return String(item ?? '');
if (field.enumOption?.value) return resolveTemplate(field.enumOption.value, item);
if (field.displayFormat) return resolveTemplate(field.displayFormat, item);
throw new Error('cannot get display string')
}
function applyClientFilters(
data: any[],
filters: Record<string, any>,
fields: Record<string, ResourceField>
): any[] {
const entries = Object.entries(filters).filter(([_, v]) => {
if (v == null || v === "" || (Array.isArray(v) && v.length === 0)) return false;
if (typeof v === "object" && !Array.isArray(v) && Object.values(v).every((x) => x == null || x === "")) return false;
return true;
});
if (entries.length === 0) return data;
return data.filter((item) =>
entries.every(([fieldName, filterValue]) => {
const field = fields[fieldName];
if (!field) return true;
const itemValue = item[fieldName];
if (typeof filterValue === "object" && !Array.isArray(filterValue)) {
if (field.type === "number") {
if (filterValue.min != null && filterValue.min !== "" && Number(itemValue) < Number(filterValue.min)) return false;
if (filterValue.max != null && filterValue.max !== "" && Number(itemValue) > Number(filterValue.max)) return false;
return true;
}
if (field.type === "datetime" || field.type === "date") {
const itemTime = new Date(itemValue).getTime();
if (filterValue.start && new Date(filterValue.start).getTime() > itemTime) return false;
if (filterValue.end && new Date(filterValue.end).getTime() < itemTime) return false;
return true;
}
return true;
}
if (Array.isArray(filterValue)) {
if (field.type === "array" && Array.isArray(itemValue)) {
return itemValue.some((el: any) =>
filterValue.includes(getDisplayString(el, field))
);
}
if (itemValue && typeof itemValue === "object") {
return filterValue.includes(getDisplayString(itemValue, field));
}
return filterValue.includes(String(itemValue));
}
if (!filterValue) return true;
if (field.type === "boolean") {
return String(itemValue) === filterValue;
}
if (field.type === "array" && Array.isArray(itemValue)) {
return itemValue.some((el: any) =>
getDisplayString(el, field) === String(filterValue)
);
}
if (itemValue && typeof itemValue === "object") {
return getDisplayString(itemValue, field) === String(filterValue);
}
return String(itemValue) === String(filterValue);
})
);
}
export default function ResourceView({ config, onNavigateToResource, fieldComponents }: ResourceViewProps) {
const { id } = useParams();
const location = useLocation();
const navigate = useNavigate();
const isCreate = location.pathname.endsWith('/create');
const isEdit = location.pathname.includes('/edit/');
const isView = !!id && !isEdit;
const isList = !id && !isCreate;
const isServer = config.filterOptions?.mode !== "client";
const [paginationModel, setPaginationModel] = React.useState<GridPaginationModel>({
page: 0,
pageSize: 10,
});
const { useList, useRead, useCreate, useUpdate, useDelete } = useResource(config);
const [appliedFilters, setAppliedFilters] = React.useState<Record<string, any>>({});
const { useList, useRead, useCreate, useUpdate, useDelete, components } = useResource(config, { fieldComponents });
// Determine query parameters based on pagination config
const queryParams = React.useMemo(() => {
if (!config.pagination) return {};
if (!isServer) return { limit: 10000 };
return {
skip: paginationModel.page * paginationModel.pageSize,
limit: paginationModel.pageSize,
};
}, [config.pagination, paginationModel]);
}, [isServer, paginationModel]);
const listQuery = useList(queryParams);
const itemQuery = useRead(id || "");
const paginatedData = listQuery.data || { data: [], total: undefined };
const rawData = listQuery.data?.data || [];
const totalCount = listQuery.data?.total;
const filteredData = React.useMemo(
() => (isServer ? rawData : applyClientFilters(rawData, appliedFilters, config.fields)),
[isServer, rawData, appliedFilters, config.fields]
);
const createMutation = useCreate();
const updateMutation = useUpdate();
const deleteMutation = useDelete();
@@ -80,21 +169,35 @@ export default function ResourceView({ config, onNavigateToResource }: ResourceV
return (
<Box>
{isList ? (
<EnhancedTable
config={config}
data={paginatedData.data || []}
total={paginatedData.total}
paginationModel={paginationModel}
onPaginationModelChange={setPaginationModel}
loading={listQuery.isFetching}
onEdit={handleEdit}
onDelete={handleDelete}
onCreate={handleCreate}
onNavigateToResource={(res, id) => navigate(`/admin/${res}/${id}`)}
/>
<Box>
{!isServer && config.filterOptions?.fields && config.filterOptions.fields.length > 0 && (
<FilterBar
fields={config.fields}
filterableFields={config.filterOptions.fields}
mode={config.filterOptions?.mode || "server"}
data={rawData}
appliedValues={appliedFilters}
onApply={setAppliedFilters}
onClear={() => setAppliedFilters({})}
fieldComponents={components}
/>
)}
<EnhancedTable
config={config}
data={filteredData}
total={isServer ? totalCount : filteredData.length}
paginationModel={isServer ? paginationModel : undefined}
onPaginationModelChange={isServer ? setPaginationModel : undefined}
loading={listQuery.isFetching}
onEdit={handleEdit}
onDelete={handleDelete}
onCreate={handleCreate}
onNavigateToResource={(res, id) => navigate(`/admin/${res}/${id}`)}
/>
</Box>
) : (
<Paper sx={{ p: 4 }}>
<GenericForm
{components && <components.GenericForm
config={config}
initialData={isCreate ? null : itemQuery.data}
onSave={handleSave}
@@ -102,7 +205,7 @@ export default function ResourceView({ config, onNavigateToResource }: ResourceV
loading={createMutation.isPending || updateMutation.isPending}
readOnly={isView}
onEditClick={() => navigate(`/admin/${config.name}/edit/${id}`)}
/>
/>}
</Paper>
)}
</Box>

View File

@@ -0,0 +1,17 @@
import { FormControlLabel, Checkbox } from '@mui/material';
import { FieldComponentProps } from '../../types/overrides';
export default function BooleanField({ field, value, onChange, disabled }: FieldComponentProps) {
return (
<FormControlLabel
control={
<Checkbox
checked={!!value}
onChange={(e) => onChange(e.target.checked)}
disabled={disabled}
/>
}
label={field.label}
/>
);
}

View File

@@ -0,0 +1,18 @@
import { TextField as MuiTextField } from '@mui/material';
import { FieldComponentProps } from '../../types/overrides';
export default function DateField({ field, value, onChange, disabled }: FieldComponentProps) {
const isDatetime = field.type === 'datetime';
return (
<MuiTextField
fullWidth
label={field.label}
type={isDatetime ? "datetime-local" : "date"}
InputLabelProps={{ shrink: true }}
value={value ? new Date(value).toISOString().slice(0, isDatetime ? 16 : 10) : ''}
onChange={(e) => onChange(e.target.value)}
disabled={disabled}
required={field.required}
/>
);
}

View File

@@ -0,0 +1,30 @@
import { Box, TextField as MuiTextField } from '@mui/material';
import { FieldComponentProps } from '../../types/overrides';
export default function DateRangeField({ value, onChange, disabled }: FieldComponentProps) {
const rangeVal = (value as { start?: string; end?: string }) || {};
return (
<Box sx={{ display: "flex", gap: 1 }}>
<MuiTextField
type="date"
placeholder="From"
size="small"
value={rangeVal.start ?? ""}
onChange={(e) => onChange({ ...rangeVal, start: e.target.value || undefined })}
InputLabelProps={{ shrink: true }}
sx={{ width: 170 }}
disabled={disabled}
/>
<MuiTextField
type="date"
placeholder="To"
size="small"
value={rangeVal.end ?? ""}
onChange={(e) => onChange({ ...rangeVal, end: e.target.value || undefined })}
InputLabelProps={{ shrink: true }}
sx={{ width: 170 }}
disabled={disabled}
/>
</Box>
);
}

View File

@@ -0,0 +1,40 @@
import * as React from 'react';
import { FieldComponents, FieldComponentProps } from '../../types/overrides';
import TextFieldEntry from './TextField';
import NumberField from './NumberField';
import BooleanField from './BooleanField';
import DateField from './DateField';
import EnumField from './EnumField';
import RelationField from './RelationField';
import ImageUploadField from './ImageUploadField';
import FallbackField from './FallbackField';
import DateRangeField from './DateRangeField';
import NumberRangeField from './NumberRangeField';
const WrappedImageUploadField = (props: FieldComponentProps) =>
React.createElement(ImageUploadField, {
label: props.field.label,
value: props.value || '',
onUpload: async (file: File) => {
const url = await props.uploadFile?.(file);
if (url) props.onChange(url);
},
uploading: props.uploading,
baseUrl: props.baseUrl || '',
disabled: props.disabled,
});
export const defaultFieldComponents: FieldComponents = {
string: TextFieldEntry,
markdown: TextFieldEntry,
number: NumberField,
boolean: BooleanField,
date: DateField,
datetime: DateField,
enum: EnumField,
image: WrappedImageUploadField,
relation: RelationField,
default: FallbackField,
dateRange: DateRangeField,
numberRange: NumberRangeField,
};

View File

@@ -0,0 +1,24 @@
import { FormControl, InputLabel, Select, MenuItem } from '@mui/material';
import { getFieldOptions } from '../../utils/options';
import { FieldComponentProps } from '../../types/overrides';
export default function EnumField({ field, value, onChange, disabled }: FieldComponentProps) {
const options = getFieldOptions(field);
return (
<FormControl fullWidth>
<InputLabel>{field.label}</InputLabel>
<Select
value={value || ''}
label={field.label}
onChange={(e) => onChange(e.target.value)}
disabled={disabled}
>
{options.map((opt) => (
<MenuItem key={opt.key} value={opt.key}>
{opt.value}
</MenuItem>
))}
</Select>
</FormControl>
);
}

View File

@@ -0,0 +1,13 @@
import { TextField } from '@mui/material';
import { FieldComponentProps } from '../../types/overrides';
export default function FallbackField({ field, value }: FieldComponentProps) {
return (
<TextField
fullWidth
label={field.label}
value={typeof value === 'object' ? JSON.stringify(value) : value || ''}
disabled
/>
);
}

View File

@@ -1,29 +1,19 @@
import * as React from 'react';
import {
TextField,
FormControl,
InputLabel,
Select,
MenuItem,
FormControlLabel,
Checkbox,
Typography,
Box,
Divider,
} from '@mui/material';
import { ResourceField } from '../../types/config';
import ImageUploadField from './ImageUploadField';
import { FieldComponentProps, FieldComponents } from '../../types/overrides';
import ObjectField from './ObjectField';
interface FormFieldProps {
export interface FormFieldProps {
name: string;
field: ResourceField;
value: any;
onChange: (val: any) => void;
disabled?: boolean;
uploadFile: (file: File) => Promise<string | null>;
uploading: boolean;
baseUrl: string;
relationDataMap?: Record<string, any[]>; // Map of relation name to data array
uploadFile?: (file: File) => Promise<string | null>;
uploading?: boolean;
baseUrl?: string;
relationDataMap?: Record<string, any[]>;
components: FieldComponents;
}
export default function FormField({
@@ -36,189 +26,60 @@ export default function FormField({
uploading,
baseUrl,
relationDataMap = {},
components,
}: FormFieldProps) {
const label = field.label;
const fieldProps: FieldComponentProps = {
name,
field,
value,
onChange,
disabled,
baseUrl,
relationDataMap,
uploadFile,
uploading,
};
// 1. Recursive Rendering for Objects (Not Relations)
const childComponents = components;
// 1. Object (recursive) - requires parent FormField for recursion
if (field.type === 'object' && field.schema && !field.relation) {
return (
<Box sx={{ ml: 2, mt: 2, p: 2, borderLeft: '2px solid #e0e0e0' }}>
<Typography variant="subtitle2" color="primary" gutterBottom>
{label}
</Typography>
<Box sx={{ display: 'flex', flexDirection: 'column', gap: 2 }}>
{Object.entries(field.schema).map(([subKey, subField]) => (
<FormField
key={subKey}
name={`${name}.${subKey}`}
field={subField}
value={value?.[subKey]}
onChange={(newVal) => {
const updated = { ...(value || {}), [subKey]: newVal };
onChange(updated);
}}
disabled={disabled}
uploadFile={uploadFile}
uploading={uploading}
baseUrl={baseUrl}
relationDataMap={relationDataMap}
/>
))}
</Box>
</Box>
const renderChild = (childProps: FieldComponentProps) => (
<FormField
name={childProps.name}
field={childProps.field}
value={childProps.value}
onChange={childProps.onChange}
disabled={childProps.disabled}
uploadFile={childProps.uploadFile}
uploading={childProps.uploading}
baseUrl={childProps.baseUrl}
relationDataMap={childProps.relationDataMap}
components={components}
/>
);
return <ObjectField {...fieldProps} renderField={renderChild} />;
}
// 2. Relation Handling (Select / Multi-Select)
if (field.relation && relationDataMap[field.relation]) {
const relationData = relationDataMap[field.relation].data;
const isArrayRelation = field.type === 'array';
// Determine how to display the related item
const getOptionLabel = (option: any) => {
if (!option) return "";
if (field.displayField && option[field.displayField]) return option[field.displayField];
// Standard naming fields
return option.name || option.title || option.label || option.id || JSON.stringify(option);
};
const getOptionValue = (option: any) => {
// Return the whole object to maintain identity
return option;
};
return (
<FormControl fullWidth>
<InputLabel shrink>{label}</InputLabel>
<Select
multiple={isArrayRelation}
value={value || (isArrayRelation ? [] : "")}
label={label}
displayEmpty
onChange={(e) => onChange(e.target.value)}
disabled={disabled}
renderValue={(selected: any) => {
if (isArrayRelation) {
return (selected as any[]).map(getOptionLabel).join(', ');
}
return getOptionLabel(selected);
}}
>
{relationData.map((option) => (
<MenuItem key={option.id || JSON.stringify(option)} value={getOptionValue(option)}>
{getOptionLabel(option)}
</MenuItem>
))}
</Select>
</FormControl>
);
}
// 3. Image Handling
// 2. Image
if (field.type === 'image') {
return (
<ImageUploadField
label={label}
value={value}
onUpload={async (file: any) => {
const url = await uploadFile(file);
if (url) onChange(url);
}}
uploading={uploading}
baseUrl={baseUrl}
disabled={disabled}
/>
);
const ImageField = components.image;
if (!ImageField) return null;
return <ImageField {...fieldProps} />;
}
// 4. Boolean Handling
if (field.type === 'boolean') {
return (
<FormControlLabel
control={
<Checkbox
checked={!!value}
onChange={(e) => onChange(e.target.checked)}
disabled={disabled}
/>
}
label={label}
/>
);
// 3. Relation
if (field.relation && relationDataMap[field.relation]) {
const RelationFieldComp = components.relation;
if (!RelationFieldComp) return null;
return <RelationFieldComp {...fieldProps} />;
}
// 5. Enum Handling
if (field.type === 'enum' && field.options) {
return (
<FormControl fullWidth>
<InputLabel>{label}</InputLabel>
<Select
value={value || ''}
label={label}
onChange={(e) => onChange(e.target.value)}
disabled={disabled}
>
{field.options.map((opt: string) => (
<MenuItem key={opt} value={opt}>
{opt}
</MenuItem>
))}
</Select>
</FormControl>
);
// 4. Lookup by field type
const Component = components[field.type] || components.default;
if (Component) {
return <Component {...fieldProps} />;
}
// 6. Common Text Fields
if (field.type === 'datetime' || field.type === 'date') {
return (
<TextField
fullWidth
label={label}
type={field.type === 'datetime' ? "datetime-local" : "date"}
InputLabelProps={{ shrink: true }}
value={value ? new Date(value).toISOString().slice(0, field.type === 'datetime' ? 16 : 10) : ''}
onChange={(e) => onChange(e.target.value)}
disabled={disabled}
required={field.required}
/>
);
}
if (field.type === 'markdown' || field.type === 'string') {
return (
<TextField
fullWidth
label={label}
value={value || ''}
multiline={field.type === 'markdown'}
rows={field.type === 'markdown' ? 4 : 1}
onChange={(e) => onChange(e.target.value)}
disabled={disabled}
required={field.required}
/>
);
}
if (field.type === 'number') {
return (
<TextField
fullWidth
label={label}
type="number"
value={value === undefined || value === null ? '' : value}
onChange={(e) => onChange(e.target.value === '' ? '' : Number(e.target.value))}
disabled={disabled}
required={field.required}
/>
);
}
return (
<TextField
fullWidth
label={label}
value={typeof value === 'object' ? JSON.stringify(value) : value || ''}
disabled
/>
);
return null;
}

View File

@@ -0,0 +1,16 @@
import { TextField as MuiTextField } from '@mui/material';
import { FieldComponentProps } from '../../types/overrides';
export default function NumberField({ field, value, onChange, disabled }: FieldComponentProps) {
return (
<MuiTextField
fullWidth
label={field.label}
type="number"
value={value === undefined || value === null ? '' : value}
onChange={(e) => onChange(e.target.value === '' ? '' : Number(e.target.value))}
disabled={disabled}
required={field.required}
/>
);
}

View File

@@ -0,0 +1,28 @@
import { Box, TextField as MuiTextField } from '@mui/material';
import { FieldComponentProps } from '../../types/overrides';
export default function NumberRangeField({ value, onChange, disabled }: FieldComponentProps) {
const rangeVal = (value as { min?: string; max?: string }) || {};
return (
<Box sx={{ display: "flex", gap: 1 }}>
<MuiTextField
type="number"
placeholder="Min"
size="small"
value={rangeVal.min ?? ""}
onChange={(e) => onChange({ ...rangeVal, min: e.target.value || undefined })}
sx={{ width: 100 }}
disabled={disabled}
/>
<MuiTextField
type="number"
placeholder="Max"
size="small"
value={rangeVal.max ?? ""}
onChange={(e) => onChange({ ...rangeVal, max: e.target.value || undefined })}
sx={{ width: 100 }}
disabled={disabled}
/>
</Box>
);
}

View File

@@ -0,0 +1,36 @@
import { Box, Typography } from '@mui/material';
import { FieldComponentProps } from '../../types/overrides';
export interface ObjectFieldProps extends FieldComponentProps {
renderField: (props: FieldComponentProps) => React.ReactNode;
}
export default function ObjectField({ name, field, value, onChange, disabled, baseUrl, uploadFile, uploading, relationDataMap, renderField }: ObjectFieldProps) {
if (!field.schema) return null;
return (
<Box sx={{ ml: 2, mt: 2, p: 2, borderLeft: '2px solid #e0e0e0' }}>
<Typography variant="subtitle2" color="primary" gutterBottom>
{field.label}
</Typography>
<Box sx={{ display: 'flex', flexDirection: 'column', gap: 2 }}>
{Object.entries(field.schema).map(([subKey, subField]) =>
renderField({
name: `${name}.${subKey}`,
field: subField,
value: value?.[subKey],
onChange: (newVal: any) => {
const updated = { ...(value || {}), [subKey]: newVal };
onChange(updated);
},
disabled,
baseUrl,
uploadFile,
uploading,
relationDataMap,
})
)}
</Box>
</Box>
);
}

View File

@@ -0,0 +1,50 @@
import { FormControl, InputLabel, Select, MenuItem } from '@mui/material';
import { getFieldOptions } from '../../utils/options';
import { FieldComponentProps } from '../../types/overrides';
export default function RelationField({ field, value, onChange, disabled, relationDataMap = {} }: FieldComponentProps) {
if (!field.relation || !relationDataMap[field.relation]) {
return null;
}
const relationData = relationDataMap[field.relation];
const isArrayRelation = field.type === 'array';
const options = getFieldOptions(field, relationData);
const keyField = field.enumOption?.key ?? 'id';
const normalizedValue = (() => {
if (isArrayRelation && Array.isArray(value)) {
return value.map((v: any) => (v != null && typeof v === 'object' ? String(v[keyField] ?? '') : String(v)));
}
if (value != null && typeof value === 'object') {
return String(value[keyField] ?? '');
}
return value ?? (isArrayRelation ? [] : "");
})();
return (
<FormControl fullWidth>
<InputLabel shrink>{field.label}</InputLabel>
<Select
multiple={isArrayRelation}
value={normalizedValue}
label={field.label}
displayEmpty
onChange={(e) => onChange(e.target.value)}
disabled={disabled}
renderValue={(selected: any) => {
if (isArrayRelation) {
return (selected as string[]).map(k => options.find(o => o.key === k)?.value ?? k).join(', ');
}
return options.find(o => o.key === selected)?.value ?? selected;
}}
>
{options.map((opt) => (
<MenuItem key={opt.key} value={opt.key}>
{opt.value}
</MenuItem>
))}
</Select>
</FormControl>
);
}

View File

@@ -0,0 +1,18 @@
import { TextField as MuiTextField } from '@mui/material';
import { FieldComponentProps } from '../../types/overrides';
export default function TextField({ field, value, onChange, disabled }: FieldComponentProps) {
const isMarkdown = field.type === 'markdown';
return (
<MuiTextField
fullWidth
label={field.label}
value={value || ''}
multiline={isMarkdown}
rows={isMarkdown ? 4 : 1}
onChange={(e) => onChange(e.target.value)}
disabled={disabled}
required={field.required}
/>
);
}

View File

@@ -0,0 +1,14 @@
export { default as FormField } from './FormField';
export { default as ImageUploadField } from './ImageUploadField';
export { default as TextField } from './TextField';
export { default as NumberField } from './NumberField';
export { default as BooleanField } from './BooleanField';
export { default as DateField } from './DateField';
export { default as EnumField } from './EnumField';
export { default as RelationField } from './RelationField';
export { default as ObjectField } from './ObjectField';
export { default as FallbackField } from './FallbackField';
export { default as DateRangeField } from './DateRangeField';
export { default as NumberRangeField } from './NumberRangeField';
export { defaultFieldComponents } from './DefaultFieldComponents';
export type { ObjectFieldProps } from './ObjectField';

View File

@@ -1,41 +1,57 @@
import { useQuery, useMutation, useQueryClient } from "@tanstack/react-query";
import { useQuery, useMutation, useQueryClient, keepPreviousData } from "@tanstack/react-query";
import * as React from "react";
import { api } from "../api/client";
import { ResourceConfig } from "../types/config";
import { ConfigContext } from "../providers/ConfigContext";
import * as React from "react";
import { FieldComponents, FieldComponentProps } from "../types/overrides";
import { defaultFieldComponents } from "../components/fields/DefaultFieldComponents";
import FormField from "../components/fields/FormField";
import GenericForm from "../components/GenericForm";
export function useResource<T = any>(config: ResourceConfig | undefined) {
function wrapFormField(merged: FieldComponents) {
return (props: Omit<React.ComponentProps<typeof FormField>, 'components'>) =>
React.createElement(FormField, { ...props, components: merged });
}
function wrapGenericForm(merged: FieldComponents) {
return (props: Omit<React.ComponentProps<typeof GenericForm>, 'fieldComponents'>) =>
React.createElement(GenericForm, { ...props, fieldComponents: merged });
}
export function useResource<T = any>(config: ResourceConfig | undefined, options?: { fieldComponents: FieldComponents }) {
const queryClient = useQueryClient();
// Return empty/disabled hooks if config is missing
const { name = '', endpoint = '', primaryKey = 'id' } = config || {};
const mergedComponents = React.useMemo(
() => options?.fieldComponents ? ({ ...defaultFieldComponents, ...options.fieldComponents }) : undefined,
[options?.fieldComponents],
);
// --- READ ALL ---
const useList = (params?: any) =>
const useList = (params?: any) =>
useQuery({
queryKey: [name, "list", params],
queryFn: async () => {
if (!endpoint) return { data: [], total: 0 };
console.log('params:', params);
// @ts-ignore
const res = await api.get<T[]>(endpoint, { params });
const total = res.headers ? parseInt(res.headers['x-total-count'] || res.headers['X-Total-Count']) : undefined;
return {
data: res.data,
total: isNaN(total as any) ? undefined : total
return {
data: res.data,
total: isNaN(total as any) ? undefined : total
};
},
enabled: !!endpoint,
placeholderData: keepPreviousData,
});
// --- READ ONE ---
const useRead = (id: string | null) =>
const useRead = (id: string, params?: any | null) =>
useQuery({
queryKey: [name, "detail", id],
queryKey: [name, "detail", id, params],
queryFn: async () => {
if (!id || !endpoint) return null;
// @ts-ignore
const res = await api.get<T>(`${endpoint}/${id}`);
const res = await api.get<T>(`${endpoint}/${id}`, params ? { params } : undefined);
return res.data;
},
enabled: !!id && !!endpoint,
@@ -46,7 +62,6 @@ export function useResource<T = any>(config: ResourceConfig | undefined) {
useMutation({
mutationFn: async (data: Partial<T>) => {
if (!endpoint) throw new Error("Endpoint not defined");
// @ts-ignore
const res = await api.post<T>(endpoint, data);
return res.data;
},
@@ -60,18 +75,31 @@ export function useResource<T = any>(config: ResourceConfig | undefined) {
useMutation({
mutationFn: async ({ id, data }: { id: string; data: Partial<T> }) => {
if (!endpoint) throw new Error("Endpoint not defined");
// @ts-ignore
const res = await api.put<T>(`${endpoint}/${id}`, data);
return res.data;
},
onSuccess: (updatedItem) => {
// @ts-ignore
onSuccess: (updatedItem: any) => {
const id = updatedItem[primaryKey];
queryClient.invalidateQueries({ queryKey: [name, "list"] });
queryClient.invalidateQueries({ queryKey: [name, "detail", id] });
},
});
// --- PATCH ---
const usePatch = () =>
useMutation({
mutationFn: async ({ id, data }: { id: string; data: Partial<T> }) => {
if (!endpoint) throw new Error("Endpoint not defined");
const res = await api.patch<T>(`${endpoint}/${id}`, data);
return res.data;
},
onSuccess: (updatedItem: any) => {
const listId = updatedItem[primaryKey];
queryClient.invalidateQueries({ queryKey: [name, "list"] });
queryClient.invalidateQueries({ queryKey: [name, "detail", listId] });
},
});
// --- DELETE ---
const useDelete = () =>
useMutation({
@@ -90,12 +118,11 @@ export function useResource<T = any>(config: ResourceConfig | undefined) {
queryKey: [name, "list", params],
queryFn: async () => {
if (!endpoint) return { data: [], total: 0 };
// @ts-ignore
const res = await api.get<T[]>(endpoint, { params });
const total = res.headers ? parseInt(res.headers['x-total-count'] || res.headers['X-Total-Count']) : undefined;
return {
data: res.data,
total: isNaN(total as any) ? undefined : total
return {
data: res.data,
total: isNaN(total as any) ? undefined : total
};
},
enabled: !!endpoint,
@@ -107,7 +134,6 @@ export function useResource<T = any>(config: ResourceConfig | undefined) {
queryKey: [name, "me"],
queryFn: async () => {
if (!endpoint) return null;
// @ts-ignore
const res = await api.get<T>(`${endpoint}/me`);
return res.data;
},
@@ -119,7 +145,6 @@ export function useResource<T = any>(config: ResourceConfig | undefined) {
useMutation({
mutationFn: async (data: Partial<T>) => {
if (!endpoint) throw new Error("Endpoint not defined");
// @ts-ignore
const res = await api.put<T>(`${endpoint}/me`, data);
return res.data;
},
@@ -129,21 +154,31 @@ export function useResource<T = any>(config: ResourceConfig | undefined) {
},
});
const components = React.useMemo(() => {
if (!mergedComponents) return undefined;
return {
...mergedComponents,
FormField: wrapFormField(mergedComponents),
GenericForm: wrapGenericForm(mergedComponents),
};
}, [mergedComponents]);
return {
useList,
useRead,
useMe,
useCreate,
useUpdate,
usePatch,
useUpdateMe,
useDelete,
getListQueryOptions,
components,
};
}
export function useResourceByName<T = any>(name: string) {
export function useResourceByName<T = any>(name: string, options?: { fieldComponents: FieldComponents }) {
const config = React.useContext(ConfigContext);
const resourceConfig = config?.resources.find((r) => r.name === name);
return useResource<T>(resourceConfig);
return useResource<T>(resourceConfig, options);
}

View File

@@ -1,7 +1,13 @@
export { default as Admin } from "./Admin";
export { api, auth, initializeApiClients } from "./api/client";
export { getAppConfig } from "./config";
export type { AppConfig, ResourceConfig, ResourceField } from "./types/config";
export type { AppConfig, ResourceConfig, ResourceField, ResourceMode } from "./types/config";
export type { FieldComponents, FieldComponentProps, FieldComponent, FieldOverride, ResourceOverride, EnhancedTableComponents, FilterBarComponents, CellRendererProps, CellRenderer } from "./types/overrides";
export { AppProvider } from "./providers/AppProvider";
export { ConfigContext, useConfig } from "./providers/ConfigContext";
export { useResource, useResourceByName } from "./hooks/useResource";
export { default as FilterBar, FilterAutocomplete } from "./components/FilterBar";
export { default as EnhancedTable } from "./components/EnhancedTable";
export { default as GenericForm } from "./components/GenericForm";
export { default as ResourceView } from "./components/ResourceView";
export { defaultFieldComponents, FormField, TextField, NumberField, BooleanField, DateField, EnumField, RelationField, ObjectField, ImageUploadField, FallbackField } from "./components/fields";

View File

@@ -10,18 +10,33 @@ export type FieldType =
| 'object'
| 'array';
export interface SelectOption {
key: string;
value: string;
}
export interface EnumOption {
key: string;
value: string;
}
export interface ResourceField {
displayFormat: string;
type: FieldType;
label: string;
required?: boolean;
options?: string[];
readOnly?: boolean;
schema?: Record<string, ResourceField>;
displayField?: string | string[];
formatter?: (value: any) => string;
relation?: string; // Name of the target resource
relation?: string;
filterType?: "autocomplete" | "multiselect" | "number-range" | "date-range";
enumOption?: EnumOption;
enumLabels?: Record<string, string>;
}
export type ResourceMode = "server" | "client";
export interface ResourceConfig {
name: string;
label: string;
@@ -31,12 +46,18 @@ export interface ResourceConfig {
fields: Record<string, ResourceField>;
pagination?: boolean;
hidden?: boolean;
filterOptions?: {
mode?: ResourceMode;
fields?: string[];
};
enumOption?: EnumOption;
}
export interface AppConfig {
baseUrl: string;
authBaseUrl: string;
resources: ResourceConfig[];
enums: Record<string, string[]>;
profile?: {
resource: string;
extraFields?: Record<string, any>;

View File

@@ -1,16 +1,86 @@
/**
* This file contains application-specific overrides and configuration
* for the generic Admin Panel.
*/
import { ResourceField, FieldType } from './config';
export interface EnumOption {
key: string;
value: string;
}
export interface FieldOverride {
displayField?: string | string[];
displayFormat?: string;
display?: boolean;
formatter?: (value: any) => string;
filterType?: "autocomplete" | "multiselect" | "number-range" | "date-range";
enumLabels?: Record<string, string>;
// New optional properties to support custom config extensions
path?: string;
refers?: string;
}
export interface ResourceOverride {
fields?: Record<string, FieldOverride>;
pagination?: boolean;
hidden?: boolean;
filterOptions?: {
mode?: "server" | "client";
fields?: string[];
};
enumOption?: EnumOption;
// New optional property for referencetype resources
referenceOptions?: {
enumOption?: EnumOption;
autoComplete?: boolean;
prefetch?: boolean;
};
}
export interface FieldComponentProps {
name: string;
field: ResourceField;
value: any;
onChange: (val: any) => void;
disabled?: boolean;
error?: string;
baseUrl?: string;
relationDataMap?: Record<string, any[]>;
uploadFile?: (file: File) => Promise<string | null>;
uploading?: boolean;
}
export type FieldComponent = React.ComponentType<FieldComponentProps>;
export type FieldComponents = Partial<Record<FieldType, FieldComponent>> & {
relation?: FieldComponent;
image?: FieldComponent;
default?: FieldComponent;
dateRange?: FieldComponent;
numberRange?: FieldComponent;
FormField?: React.ComponentType<any>;
GenericForm?: React.ComponentType<any>;
};
export interface CellRendererProps {
value: any;
row: any;
field: ResourceField;
fieldKey: string;
config: import('./config').ResourceConfig;
onNavigate?: (resourceName: string, id: string) => void;
isMobile?: boolean;
}
export type CellRenderer = React.ComponentType<CellRendererProps>;
export interface EnhancedTableComponents {
cellRenderers?: Partial<Record<FieldType, CellRenderer>>;
}
export interface FilterBarComponents {
filterInputs?: Record<string, React.ComponentType<{
field: ResourceField;
value: any;
onChange: (val: any) => void;
options: string[];
}>>;
}
export type { FieldType };

View File

@@ -36,6 +36,26 @@ function mapOpenApiType(prop: any): FieldType {
/**
* Recursively converts OpenAPI schemas to ResourceField map
*/
function mergeProperties(schema: any): { properties: Record<string, any>; required: string[] } {
let properties: Record<string, any> = {};
let required: string[] = [];
if (schema.allOf) {
for (const sub of schema.allOf) {
const merged = mergeProperties(sub);
properties = { ...properties, ...merged.properties };
required = [...required, ...merged.required];
}
}
if (schema.properties) {
properties = { ...properties, ...schema.properties };
}
if (schema.required) {
required = [...required, ...schema.required];
}
return { properties, required };
}
function parseSchemaFields(
schema: any,
resourceName: string,
@@ -43,12 +63,26 @@ function parseSchemaFields(
configuration: Record<string, any> = {}
): Record<string, ResourceField> {
const fields: Record<string, ResourceField> = {};
const properties = schema.properties || {};
const required = schema.required || [];
const { properties, required } = mergeProperties(schema);
const overrides = configuration[resourceName]?.fields || {};
console.log('inside parseSchemaFields configuration...', configuration['accounts']['referenceOptions'])
for (const [key, prop] of Object.entries(properties) as [string, any]) {
const type = mapOpenApiType(prop);
// Resolve oneOf/anyOf by merging all branch properties
let resolvedProp = prop;
if (prop.oneOf || prop.anyOf) {
const branches = prop.oneOf || prop.anyOf;
const merged = mergeProperties({ allOf: branches });
resolvedProp = { ...prop, type: 'object', properties: merged.properties, required: merged.required };
}
const type = mapOpenApiType(resolvedProp);
if (type === 'enum' && (!resolvedProp.enum || resolvedProp.enum.length === 0)) {
throw new Error(
`OpenAPI schema error: field "${resourceName}.${key}" is type "enum" but has no enum values. ` +
`Add an "enum" array with at least one value to the OpenAPI schema definition.`
);
}
const override = overrides[key];
// Explicitly skip 'id' as it's the primary key and handled elsewhere
@@ -57,12 +91,12 @@ function parseSchemaFields(
fields[key] = {
type,
label:
prop.title ||
resolvedProp.title ||
key.charAt(0).toUpperCase() + key.slice(1).replace(/_/g, " "),
required: required.includes(key),
options: prop.enum,
options: resolvedProp.enum,
readOnly:
prop.readOnly ||
resolvedProp.readOnly ||
key === "created_at" ||
key === "updated_at",
...override,
@@ -71,20 +105,36 @@ function parseSchemaFields(
// STRICT RELATION DETECTION
// A field is a relation ONLY if its schema object (or items schema)
// exactly matches a schema that is defined as a resource.
let targetSchema = prop;
if (type === "array" && prop.items) {
targetSchema = prop.items;
let targetSchema = resolvedProp;
if (type === "array" && resolvedProp.items) {
targetSchema = resolvedProp.items;
}
// Check if this schema object is registered as a resource
const relation = schemaToResourceMap.get(targetSchema);
if (relation) {
fields[key].relation = relation;
// Propagate enumOption from target resource config, or derive from target schema
const explicitEnumOption = configuration[relation].referenceOptions.enumOption;
console.log('if relation configuration...', configuration['accounts']['referenceOptions'])
if (explicitEnumOption) {
fields[key].enumOption = explicitEnumOption;
} else {
// No explicit enumOption supplied this is a configuration error.
// We abort loading so the problem is visible immediately.
throw new Error(
`Missing enumOption for relation "${relation}" on field "${key}". ` +
`Define referenceOptions.enumOption in the configuration for resource "${relation}".`
);
}
}
// Recursively parse nested objects (only if not a relation)
if (fields[key].type === "object" && prop.properties && !relation) {
fields[key].schema = parseSchemaFields(prop, resourceName, schemaToResourceMap, configuration);
if (fields[key].type === "object" && resolvedProp.properties && !relation) {
console.log('recursive configuration...', configuration['accounts']['referenceOptions'])
fields[key].schema = parseSchemaFields(resolvedProp, resourceName, schemaToResourceMap, configuration);
}
}
@@ -95,6 +145,7 @@ function parseSchemaFields(
* Scans paths to identify resources and their basic configuration
*/
export async function loadConfigFromOpenApi(baseUrl: string, configuration: Record<string, any> = {}, profileConfiguration: any = {}): Promise<AppConfig> {
console.log('init configuration...', configuration['accounts']['referenceOptions'])
// Use SwaggerParser to dereference the spec.
// Dereferencing preserves object identity for $ref targets.
const api = await SwaggerParser.dereference(
@@ -150,22 +201,40 @@ export async function loadConfigFromOpenApi(baseUrl: string, configuration: Reco
const label = name.charAt(0).toUpperCase() + name.slice(1, -1);
const pluralLabel = name.charAt(0).toUpperCase() + name.slice(1);
console.log('before parseSchemaFields configuration...', configuration['accounts']['referenceOptions'])
const fields = parseSchemaFields(schema, name, schemaToResourceMap, configuration);
const resourceOverride = configuration[name] || {};
const fo = resourceOverride.filterOptions || {};
resources.push({
name,
label: schema.title || label,
pluralLabel: pluralLabel,
endpoint: listPath,
primaryKey: "id", // Strict default, no heuristics
primaryKey: "id",
fields,
pagination: resourceOverride.pagination,
hidden: resourceOverride.hidden,
filterOptions: {
mode: fo.mode || "server",
fields: fo.fields,
},
});
}
// Collect standalone enum schemas (e.g. FetchRequestStatus, AccountType, etc.)
const enums: Record<string, string[]> = {};
const apiDoc = api as any;
if (apiDoc.components?.schemas) {
for (const [name, schema] of Object.entries(apiDoc.components.schemas) as [string, any]) {
if (schema.enum) {
enums[name] = schema.enum;
}
}
}
// @ts-ignore
const serverBaseUrl = import.meta.env.VITE_API_BASE_URL || (api.servers?.[0]?.url ?? "")
// @ts-ignore
@@ -174,6 +243,7 @@ export async function loadConfigFromOpenApi(baseUrl: string, configuration: Reco
baseUrl: serverBaseUrl,
authBaseUrl: authBaseUrl,
resources,
enums,
profile: profileConfiguration,
};
}

View File

@@ -0,0 +1,39 @@
import { ResourceField, SelectOption } from "../types/config";
export function resolveTemplate(template: string, item: any): string {
if (/\{(\w+)\}/.test(template)) {
return template.replace(/\{(\w+)\}/g, (_, field: string) => String(item[field] ?? ''));
}
return String(item[template] ?? '');
}
export function getFieldOptions(field: ResourceField, relationData?: any[]): SelectOption[] {
if (field.type === 'enum') {
return (field.options ?? []).map(opt => ({
key: opt,
value: field.enumLabels?.[opt] ?? opt,
}));
}
if (field.relation) {
const data = relationData ?? [];
const enumOption = field.enumOption;
if (!enumOption) {
throw new Error(
`Missing enumOption for relation "${field.relation}" on field "${field}". ` +
`Define referenceOptions.enumOption in the configuration for resource "${field.relation}".`
);
}
return data.map(item => ({
key: String(item[enumOption.key]),
value: resolveTemplate(enumOption.value, item),
}));
}
return [];
}
export function toGridValueOptions(options: SelectOption[]): { value: string; label: string }[] {
return options.map(opt => ({ value: opt.key, label: opt.value }));
}

View File

@@ -1,48 +0,0 @@
import * as React from "react";
import { ThemeProvider, createTheme } from "@mui/material/styles";
import { getDesignTokens } from "./shared-theme/themePrimitives";
import { inputsCustomizations } from "./shared-theme/customizations/inputs";
import { dataDisplayCustomizations } from "./shared-theme/customizations/dataDisplay";
import { feedbackCustomizations } from "./shared-theme/customizations/feedback";
import { navigationCustomizations } from "./shared-theme/customizations/navigation";
import { surfacesCustomizations } from "./shared-theme/customizations/surfaces";
export const ColorModeContext = React.createContext({
toggleColorMode: () => {},
mode: "light" as "light" | "dark",
});
export default function AppTheme({ children }: { children: React.ReactNode }) {
const [mode, setMode] = React.useState<"light" | "dark">("light");
const colorMode = React.useMemo(
() => ({
toggleColorMode: () => {
setMode((prevMode) => (prevMode === "light" ? "dark" : "light"));
},
mode,
}),
[mode]
);
const theme = React.useMemo(
() =>
createTheme({
...getDesignTokens(mode),
components: {
...inputsCustomizations,
...dataDisplayCustomizations,
...feedbackCustomizations,
...navigationCustomizations,
...surfacesCustomizations,
},
}),
[mode]
);
return (
<ColorModeContext.Provider value={colorMode}>
<ThemeProvider theme={theme}>{children}</ThemeProvider>
</ColorModeContext.Provider>
);
}

View File

@@ -10,14 +10,41 @@ import {
Button
} from "@mui/material";
import ConfigurableDashboard from "./components/Dashboard";
import DashboardView from "./components/Dashboard";
import {
DashboardState,
DashboardStateSetters,
DashboardFlow,
} from "./components/Dashboard";
import { configuration } from "./dashboard-config";
import {
useReport,
prepareReport,
} from "./features/report";
import { useResourceByName } from "../react-openapi";
function formatSnapshotDate(iso: string) {
const d = new Date(iso);
return d.toLocaleString(undefined, {
year: "numeric",
month: "short",
day: "numeric",
hour: "2-digit",
minute: "2-digit",
});
}
export default function Dashboard() {
const [state, setState] = React.useState<DashboardState>({
flow: "outflows",
periodType: "rolling",
selectedPeriodId: null,
selectedGroupKey: null,
comparison: false,
});
const [appliedPayees, setAppliedPayees] = React.useState<string[]>([]);
const [appliedTags, setAppliedTags] = React.useState<string[]>([]);
@@ -27,26 +54,42 @@ export default function Dashboard() {
const [loadedPayees, setLoadedPayees] = React.useState<string[]>([]);
const [loadedTags, setLoadedTags] = React.useState<string[]>([]);
const [selectedSnapshotId, setSelectedSnapshotId] = React.useState<string | null>(null);
const { data: snapshotsData } = useResourceByName("reports").useList();
const snapshotOptions = React.useMemo(() => {
const options: { label: string; value: string | null }[] = [
{ label: "Latest (auto)", value: null },
];
if (snapshotsData?.data) {
for (const snap of snapshotsData.data) {
options.push({
label: `Snapshot from ${formatSnapshotDate(snap.created_at)}`,
value: snap.snapshot_id,
});
}
}
return options;
}, [snapshotsData]);
const selectedSnapshotOption = snapshotOptions.find((o) => o.value === selectedSnapshotId) ?? snapshotOptions[0];
const report = useReport({
periods: ["weekly", "monthly", "full"],
rolling: true,
include_transactions: true,
group_by: ["tags"],
snapshot_id: selectedSnapshotId ?? undefined,
periods: ["daily", "weekly", "monthly", "all"],
flow: state.flow,
payee: appliedPayees.length > 0 ? appliedPayees : undefined,
tags: appliedTags.length > 0 ? appliedTags : undefined,
});
React.useEffect(() => {
if (report.data?.data) {
if (report.data) {
setLoadedPayees(prev => {
const pSet = new Set<string>(prev);
report.data.data.buckets.forEach((b: any) => {
report.data.buckets.forEach((b: any) => {
Object.values(b.periods).forEach((periodArray: any) => {
periodArray?.forEach((p: any) => {
p.expenses?.transactions?.forEach((t: any) => {
if (t.payee?.name) pSet.add(t.payee.name);
});
p.incomes?.transactions?.forEach((t: any) => {
p.metric?.transactions?.forEach((t: any) => {
if (t.payee?.name) pSet.add(t.payee.name);
});
});
@@ -57,13 +100,10 @@ export default function Dashboard() {
setLoadedTags(prev => {
const tSet = new Set<string>(prev);
report.data.data.buckets.forEach((b: any) => {
report.data.buckets.forEach((b: any) => {
Object.values(b.periods).forEach((periodArray: any) => {
periodArray?.forEach((p: any) => {
p.expenses?.transactions?.forEach((t: any) => {
t.tags?.forEach((tag: any) => tSet.add(tag.name || tag));
});
p.incomes?.transactions?.forEach((t: any) => {
p.metric?.transactions?.forEach((t: any) => {
t.tags?.forEach((tag: any) => tSet.add(tag.name || tag));
});
});
@@ -72,12 +112,126 @@ export default function Dashboard() {
return Array.from(tSet).sort();
});
}
}, [report.data?.data]);
}, [report.data]);
const toggleFlow =
React.useCallback(() => {
setState((prev) => ({
...prev,
flow:
prev.flow ===
"outflows"
? "inflows"
: "outflows",
selectedGroupKey:
null,
selectedPeriodId:
null,
}));
}, []);
const setFlow =
React.useCallback(
(
flow: DashboardFlow
) => {
setState((prev) => ({
...prev,
flow,
selectedGroupKey:
null,
selectedPeriodId:
null,
}));
},
[]
);
const togglePeriodType =
React.useCallback(() => {
setState((prev) => ({
...prev,
periodType:
prev.periodType ===
"rolling"
? "calendar"
: "rolling",
}));
}, []);
const toggleComparison =
React.useCallback(() => {
setState((prev) => ({
...prev,
comparison:
!prev.comparison,
}));
}, []);
const setSelectedPeriodId =
React.useCallback(
(
selectedPeriodId: DashboardState["selectedPeriodId"]
) => {
setState((prev) => ({
...prev,
selectedPeriodId,
}));
},
[]
);
const setSelectedGroupKey =
React.useCallback(
(
selectedGroupKey: DashboardState["selectedGroupKey"]
) => {
setState((prev) => ({
...prev,
selectedGroupKey,
}));
},
[]
);
const stateSetters: DashboardStateSetters =
React.useMemo(
() => ({
toggleFlow,
setFlow,
togglePeriodType,
toggleComparison,
setSelectedPeriodId,
setSelectedGroupKey,
}),
[
toggleFlow,
setFlow,
togglePeriodType,
toggleComparison,
setSelectedPeriodId,
setSelectedGroupKey,
]
);
const isLoading = report.isLoading;
const error = report.error;
if (isLoading && !report.data) {
return (
<Box sx={{ display: "flex", justifyContent: "center", alignItems: "center", height: "60vh" }}>
@@ -98,7 +252,7 @@ export default function Dashboard() {
return null;
}
const data = prepareReport(report.data.data);
const data = prepareReport(report.data);
return (
<Box>
<Container>
@@ -144,23 +298,41 @@ export default function Dashboard() {
sx={{ '& .MuiOutlinedInput-root': { height: 'auto', minHeight: '2.5rem', py: 0.5 } }}
/>
</Box>
<Button
variant="contained"
<Box sx={{ display: 'flex', flexDirection: 'column', minWidth: { sm: 220 } }}>
<Box sx={{ typography: 'caption', mb: 1, color: 'text.secondary' }}>
Snapshot
</Box>
<Autocomplete
options={snapshotOptions}
value={selectedSnapshotOption}
onChange={(_, option) => setSelectedSnapshotId(option?.value ?? null)}
getOptionLabel={(o) => o.label}
isOptionEqualToValue={(o, v) => o.value === v.value}
renderInput={(params) => <TextField {...params} placeholder="Select snapshot..." />}
sx={{ '& .MuiOutlinedInput-root': { height: 'auto', minHeight: '2.5rem', py: 0.5 } }}
/>
</Box>
<Button
variant="contained"
size="large"
onClick={() => {
setAppliedPayees(payeeInput);
setAppliedTags(tagsInput);
}}
disabled={isLoading}
sx={{ height: 40, borderRadius: 2 }} // Changed from 56 to 40 to match minHeight of inputs
sx={{ height: 40, borderRadius: 2 }}
>
Apply
</Button>
</Paper>
</Container>
<ConfigurableDashboard
<DashboardView
config={configuration}
data={data}
state={state}
stateSetters={stateSetters}
isFetching={report.isFetching}
/>
</Box>
);

674
src/FetchRequestDetail.tsx Normal file
View File

@@ -0,0 +1,674 @@
import * as React from "react";
import { useParams, useNavigate } from "react-router-dom";
import {
Box,
Container,
Paper,
Typography,
Button,
Chip,
CircularProgress,
Alert,
Stepper,
Step,
StepLabel,
StepIcon,
LinearProgress,
IconButton,
Snackbar,
} from "@mui/material";
import ArrowBackIcon from "@mui/icons-material/ArrowBack";
import ReplayIcon from "@mui/icons-material/Replay";
import CheckCircleIcon from "@mui/icons-material/CheckCircle";
import ErrorIcon from "@mui/icons-material/Error";
import WarningAmberIcon from "@mui/icons-material/WarningAmber";
import PlayArrowIcon from "@mui/icons-material/PlayArrow";
import RemoveCircleOutlineIcon from "@mui/icons-material/RemoveCircleOutline";
import FiberManualRecordIcon from "@mui/icons-material/FiberManualRecord";
import {
useFetchRequestAmbiguities,
useResolveAmbiguity,
} from "./features/fetch-requests";
import type {
FetchRequestStatus,
SSEEvent,
ProgressMessage,
} from "./features/fetch-requests";
import { RETRY_MAX, formatApiError } from "./features/fetch-requests";
import { useResourceByName, useConfig, defaultFieldComponents } from "../react-openapi";
const statusColors: Record<FetchRequestStatus, "default" | "primary" | "warning" | "info" | "success" | "error"> = {
pending: "default",
processing: "info",
paused: "warning",
raw_expenses_done: "primary",
enriched_done: "warning",
completed: "success",
failed: "error",
};
const statusIcons: Record<FetchRequestStatus, React.ReactNode> = {
pending: <PlayArrowIcon sx={{ fontSize: 16 }} />,
processing: <CircularProgress size={14} />,
paused: <WarningAmberIcon sx={{ fontSize: 16 }} />,
raw_expenses_done: <CheckCircleIcon sx={{ fontSize: 16 }} />,
enriched_done: <CheckCircleIcon sx={{ fontSize: 16 }} />,
completed: <CheckCircleIcon sx={{ fontSize: 16 }} />,
failed: <ErrorIcon sx={{ fontSize: 16 }} />,
};
function computeProgressPercent(
status: FetchRequestStatus,
liveCount: number,
seenSteps: Set<string>,
stepStats: Record<string, number>,
txnBlockCount: number,
txnDictCount: number,
): number {
if (status === "pending") return 0;
if (status === "completed") return 100;
let pct = 0;
if (seenSteps.has("raw_lines") || seenSteps.has("txn_blocks")) pct += 10;
if (txnBlockCount > 0) {
const current = Math.max(liveCount, stepStats.txn_dicts ?? 0);
pct += Math.min(1, current / txnBlockCount) * 20;
}
if (txnDictCount > 0) {
pct += Math.min(1, (stepStats.enrich_count ?? 0) / txnDictCount) * 50;
pct += Math.min(1, (stepStats.save_count ?? 0) / txnDictCount) * 20;
}
return Math.round(Math.min(100, pct));
}
const stepLabels = ["Extract", "Raw Expense", "Enrich", "Save"];
function computeActiveStep(status: FetchRequestStatus, seenSteps: Set<string>): number {
if (status === "completed") return stepLabels.length;
if (seenSteps.has("save_expenses/completed") || seenSteps.has("complete/completed")) return stepLabels.length;
if (seenSteps.has("save_expenses") || seenSteps.has("complete")) return 3;
if (seenSteps.has("enrich/completed")) return 3;
if (seenSteps.has("enrich")) return 2;
if (seenSteps.has("txn_dicts/completed") || status === "raw_expenses_done") return 2;
if (seenSteps.has("txn_dicts")) return 1;
if (seenSteps.has("txn_blocks/completed")) return 1;
if (seenSteps.has("raw_lines") || seenSteps.has("txn_blocks")) return 0;
if (status === "processing" || status === "paused") return 0;
return -1;
}
function formatProgressMessage(msg: ProgressMessage): string {
if (msg.lines !== undefined) return `${msg.lines} lines`;
if (msg.blocks !== undefined) return `${msg.blocks} blocks`;
if (msg.count !== undefined && msg.unit) return `${msg.count} ${msg.unit}`;
if (msg.count !== undefined) return `${msg.count} items`;
if (msg.raw_ocr_line) return `"${msg.raw_ocr_line.slice(0, 60)}${msg.raw_ocr_line.length > 60 ? "…" : ""}"`;
if (msg.error) return msg.error.slice(0, 80);
return "";
}
function sseIcon(status: SSEEvent["status"]) {
switch (status) {
case "started": return <CircularProgress size={14} />;
case "completed": return <CheckCircleIcon sx={{ fontSize: 16, color: "success.main" }} />;
case "failed": return <ErrorIcon sx={{ fontSize: 16, color: "error.main" }} />;
case "skipped": return <RemoveCircleOutlineIcon sx={{ fontSize: 16, color: "text.disabled" }} />;
case "paused": return <WarningAmberIcon sx={{ fontSize: 16, color: "warning.main" }} />;
case "progress": return (
<FiberManualRecordIcon
sx={{ fontSize: 14, color: "info.main" }}
/>
);
}
}
function isMathValid(candidate: { amount: number; balance: number }, prevBalance: number) {
return (
candidate.balance === prevBalance + candidate.amount ||
candidate.balance === prevBalance - candidate.amount ||
Math.abs(candidate.balance - (prevBalance + candidate.amount)) < 0.01 ||
Math.abs(candidate.balance - (prevBalance - candidate.amount)) < 0.01
);
}
export default function FetchRequestDetail() {
const { id } = useParams<{ id: string }>();
const navigate = useNavigate();
const config = useConfig();
const { useRead, usePatch } = useResourceByName("fetch-requests", { fieldComponents: defaultFieldComponents });
const { data: fetchRequest, isLoading, error: fetchError, refetch: refetchRequest } = useRead(id!);
const updateMutation = usePatch();
const resolveMutation = useResolveAmbiguity();
const { data: ambiguities, refetch: refetchAmbiguities } = useFetchRequestAmbiguities(id!);
const [sseEvents, setSseEvents] = React.useState<SSEEvent[]>([]);
const [sseConnected, setSseConnected] = React.useState(false);
const [liveParsedCount, setLiveParsedCount] = React.useState<number | undefined>(undefined);
const [stepStats, setStepStats] = React.useState<Record<string, number>>({});
const [failNotif, setFailNotif] = React.useState<string | null>(null);
const sseRef = React.useRef<EventSource | null>(null);
const feedRef = React.useRef<HTMLDivElement>(null);
const txnBlockCount = React.useMemo(() => {
const blocks = (fetchRequest as any)?.source?.txn_blocks;
if (!blocks) return 0;
return Object.values(blocks).reduce(
(sum: number, list: any) => sum + (Array.isArray(list) ? list.length : 0),
0,
);
}, [fetchRequest]);
const stepMessages = React.useMemo(() => {
const msgs: Record<number, string> = {};
const source = (fetchRequest as any)?.source;
const rawLineCount = stepStats.raw_lines ?? (source?.raw_lines?.length ?? 0);
if (rawLineCount) msgs[0] = `${rawLineCount}`;
const sourceDictCount = source?.txn_dict_count ?? source?.txn_dicts_count ?? 0;
const dictLive = liveParsedCount ?? stepStats.txn_dicts ?? 0;
const dictCurrent = Math.max(dictLive, sourceDictCount);
if (dictCurrent && txnBlockCount) msgs[1] = `${dictCurrent}/${txnBlockCount}`;
else if (dictCurrent) msgs[1] = `${dictCurrent}`;
const txnDictDenom = stepStats.txn_dicts ?? sourceDictCount;
if (stepStats.enrich_count && txnDictDenom) msgs[2] = `${stepStats.enrich_count}/${txnDictDenom}`;
else if (stepStats.enrich_count) msgs[2] = `${stepStats.enrich_count}`;
if (stepStats.save_count && txnDictDenom) msgs[3] = `${stepStats.save_count}/${txnDictDenom}`;
else if (stepStats.save_count) msgs[3] = `${stepStats.save_count}`;
return msgs;
}, [fetchRequest, stepStats, liveParsedCount, txnBlockCount]);
React.useEffect(() => {
if (!id || !config?.baseUrl) return;
const url = `${config.baseUrl}/fetch-requests/${id}/events`;
const es = new EventSource(url);
sseRef.current = es;
es.onopen = () => setSseConnected(true);
es.onerror = () => setSseConnected(false);
es.onmessage = (event) => {
try {
const parsed: SSEEvent = JSON.parse(event.data);
setSseEvents((prev) => [...prev, parsed]);
if (parsed.status === "progress" && parsed.message.count !== undefined) {
if (parsed.step === "txn_dicts") setLiveParsedCount(parsed.message.count);
if (parsed.step === "enrich") setStepStats((prev) => ({ ...prev, enrich_count: parsed.message.count! }));
if (parsed.step === "save_expenses") setStepStats((prev) => ({ ...prev, save_count: parsed.message.count! }));
}
if (parsed.status === "completed" && parsed.message.count !== undefined) {
const stats: Record<string, number> = {};
if (parsed.step === "raw_lines" && parsed.message.lines !== undefined) stats.raw_lines = parsed.message.lines;
if (parsed.step === "txn_blocks" && parsed.message.blocks !== undefined) stats.txn_blocks = parsed.message.blocks;
if (parsed.step === "txn_dicts") stats.txn_dicts = parsed.message.count;
if (parsed.step === "enrich") stats.enrich_count = parsed.message.count;
if (parsed.step === "save_expenses") stats.save_count = parsed.message.count;
if (Object.keys(stats).length) {
setStepStats((prev) => ({ ...prev, ...stats }));
}
}
if (parsed.status === "paused") {
refetchRequest();
refetchAmbiguities();
}
if (parsed.status === "failed") {
setFailNotif(parsed.message.error || "Fetch request failed");
refetchRequest();
}
if (parsed.status === "completed" || parsed.step === "resume_extract") {
refetchRequest();
}
} catch {
// ignore malformed events
}
};
return () => {
es.close();
sseRef.current = null;
};
}, [id, config?.baseUrl]);
React.useEffect(() => {
if (feedRef.current) {
feedRef.current.scrollTop = feedRef.current.scrollHeight;
}
}, [sseEvents]);
const displayEvents = React.useMemo(() => {
const progressSteps = new Set(["txn_dicts", "enrich", "save_expenses"]);
const lastProgressIdx: Record<string, number> = {};
for (let i = sseEvents.length - 1; i >= 0; i--) {
const e = sseEvents[i];
if (progressSteps.has(e.step) && e.status === "progress" && lastProgressIdx[e.step] === undefined) {
lastProgressIdx[e.step] = i;
}
}
const terminalStatuses = new Set(["completed", "skipped", "paused", "failed"]);
return sseEvents.filter((e, i) => {
if (progressSteps.has(e.step) && e.status === "progress") return i === lastProgressIdx[e.step];
if (e.status === "started") {
return !sseEvents.slice(i + 1).some(
(later) => later.step === e.step && terminalStatuses.has(later.status),
);
}
return true;
});
}, [sseEvents]);
const seenSteps = React.useMemo(() => {
const steps = new Set<string>();
for (const evt of sseEvents) {
steps.add(evt.step);
if (evt.status === "completed") steps.add(`${evt.step}/completed`);
if (evt.status === "failed") steps.add(`${evt.step}/failed`);
if (evt.status === "started") steps.add(`${evt.step}/started`);
if (evt.status === "progress") steps.add(`${evt.step}/progress`);
}
return steps;
}, [sseEvents]);
const displayParsedCount = React.useMemo(() => {
if (liveParsedCount && liveParsedCount > 0) return liveParsedCount;
const source = (fetchRequest as any)?.source;
const persistedCount = source?.txn_dict_count ?? source?.txn_dicts_count ?? 0;
if (persistedCount > 0) return persistedCount;
const dicts = source?.txn_dicts;
if (Array.isArray(dicts) && dicts.length > 0) return dicts.length;
return 0;
}, [liveParsedCount, fetchRequest]);
const txnDictCount = React.useMemo(() => {
const source = (fetchRequest as any)?.source;
if (stepStats.txn_dicts && stepStats.txn_dicts > 0) return stepStats.txn_dicts;
return source?.txn_dict_count ?? source?.txn_dicts_count ?? 0;
}, [fetchRequest, stepStats]);
const progressPercent = React.useMemo(
() => computeProgressPercent(
(fetchRequest as any)?.status as FetchRequestStatus ?? "pending",
displayParsedCount,
seenSteps,
stepStats,
txnBlockCount,
txnDictCount,
),
[fetchRequest, displayParsedCount, seenSteps, stepStats, txnBlockCount, txnDictCount],
);
const handleRetry = async () => {
if (!id) return;
try {
await updateMutation.mutateAsync({ id, data: { status: "pending" } });
} catch (err: any) {
setFailNotif(formatApiError(err));
}
};
const handleResolve = async (ambiguity: any, candidate: { amount: number; balance: number }) => {
await resolveMutation.mutateAsync({
ambiguityId: ambiguity.id,
payload: { chosen: { amount: candidate.amount, balance: candidate.balance } },
});
refetchAmbiguities();
};
if (isLoading) {
return (
<Box sx={{ display: "flex", justifyContent: "center", p: 8 }}>
<CircularProgress />
</Box>
);
}
if (fetchError || !fetchRequest) {
return (
<Container sx={{ mt: 4 }}>
<Button startIcon={<ArrowBackIcon />} onClick={() => navigate("/fetch-requests")} sx={{ mb: 2 }}>
Back
</Button>
<Alert severity="error">Failed to load fetch request</Alert>
</Container>
);
}
const req = fetchRequest as any;
const activeStep = computeActiveStep(req.status as FetchRequestStatus, seenSteps);
const retryCount = req.retry_count ?? 0;
const isRetryExhausted = retryCount >= RETRY_MAX;
const pendingAmbiguities = ambiguities?.filter((a: any) => a.status === "pending") ?? [];
const resolvedAmbiguities = ambiguities?.filter((a: any) => a.status === "resolved") ?? [];
const hasAmbiguities = ambiguities && ambiguities.length > 0;
const allResolved = hasAmbiguities && pendingAmbiguities.length === 0;
const ambiguitiesLoading = !ambiguities;
return (
<Container sx={{ mt: 4, mb: 4 }}>
<Button startIcon={<ArrowBackIcon />} onClick={() => navigate("/fetch-requests")} sx={{ mb: 2 }}>
Back to Fetch Requests
</Button>
<Paper sx={{ p: 3, borderRadius: 4, mb: 3 }} variant="outlined">
<Box sx={{ display: "flex", alignItems: "center", gap: 2, mb: 2, flexWrap: "wrap" }}>
<Chip
icon={statusIcons[req.status as FetchRequestStatus] as any}
label={req.status.replace(/_/g, " ")}
color={statusColors[req.status as FetchRequestStatus]}
/>
<Typography variant="h6" fontWeight={600}>{req.account_name}</Typography>
<Chip
label={"path" in req.source ? "File" : "Email"}
size="small"
variant="outlined"
color={"path" in req.source ? "primary" : "secondary"}
/>
</Box>
<Box sx={{ display: "flex", gap: 4, flexWrap: "wrap", mb: 2 }}>
<Box>
<Typography variant="caption" color="text.secondary">Date Range</Typography>
<Typography variant="body2">
{(req as any).start_date ? new Date((req as any).start_date).toLocaleDateString() : "?"} {(req as any).end_date ? new Date((req as any).end_date).toLocaleDateString() : "?"}
</Typography>
</Box>
<Box>
<Typography variant="caption" color="text.secondary">Created</Typography>
<Typography variant="body2">{new Date(req.created_at).toLocaleString()}</Typography>
</Box>
{req.completed_at && (
<Box>
<Typography variant="caption" color="text.secondary">Completed</Typography>
<Typography variant="body2">{new Date(req.completed_at).toLocaleString()}</Typography>
</Box>
)}
</Box>
<Box sx={{ mb: 2 }}>
<Box sx={{ display: "flex", alignItems: "center", gap: 2, mb: 0.5 }}>
<Typography variant="caption" color="text.secondary">
Overall Progress
</Typography>
{["processing", "paused"].includes(req.status) && displayParsedCount > 0 && (
<Typography variant="caption" fontWeight={600} color="info.main">
Validated: {displayParsedCount} transactions
</Typography>
)}
</Box>
<LinearProgress
variant="determinate"
value={progressPercent}
color={req.status === "failed" ? "error" : req.status === "completed" ? "success" : "primary"}
sx={{ borderRadius: 1, height: 8, transition: "width 0.3s ease" }}
/>
<Typography variant="caption" color="text.secondary" sx={{ mt: 0.25, display: "block" }}>
{progressPercent}%
</Typography>
</Box>
<Box sx={{ display: "flex", alignItems: "center", gap: 2 }}>
<Box sx={{ flex: 1, maxWidth: 300 }}>
<Typography variant="caption" color="text.secondary">
Retries: {retryCount}/{RETRY_MAX}
</Typography>
<LinearProgress
variant="determinate"
value={(retryCount / RETRY_MAX) * 100}
color={isRetryExhausted ? "error" : "primary"}
sx={{ mt: 0.5, borderRadius: 1, height: 6 }}
/>
</Box>
{req.status === "failed" && !isRetryExhausted && (
<Button
variant="outlined"
size="small"
startIcon={<ReplayIcon />}
onClick={handleRetry}
disabled={updateMutation.isPending}
>
Retry
</Button>
)}
</Box>
</Paper>
{req.status === "failed" && req.error_message && (
<Alert severity="error" sx={{ mb: 3, borderRadius: 2 }}>
{req.error_message}
</Alert>
)}
{isRetryExhausted && req.status === "failed" && (
<Alert severity="info" sx={{ mb: 3, borderRadius: 2 }}>
Max retries reached no further retry attempts will be made.
</Alert>
)}
<Paper sx={{ p: 3, borderRadius: 4, mb: 3 }} variant="outlined">
<Typography variant="subtitle1" fontWeight={600} gutterBottom>
Pipeline Progress
</Typography>
<Stepper activeStep={activeStep} alternativeLabel>
{stepLabels.map((label, index) => {
const isCompleted = index < activeStep;
const isActive = index === activeStep;
const isPaused = req.status === "paused" && isActive;
const isFailed = req.status === "failed" && isActive;
let icon: React.ReactNode;
if (isCompleted) {
icon = <CheckCircleIcon sx={{ color: "success.main" }} />;
} else if (isFailed) {
icon = <ErrorIcon sx={{ color: "error.main" }} />;
} else if (isPaused) {
icon = <WarningAmberIcon sx={{ color: "warning.main" }} />;
} else if (isActive) {
icon = <CircularProgress size={20} />;
} else {
icon = <Typography variant="caption" color="text.disabled">{index + 1}</Typography>;
}
const stepMsg = stepMessages[index];
return (
<Step key={label}>
<StepLabel
StepIconComponent={() => <Box sx={{ display: "flex", alignItems: "center" }}>{icon}</Box>}
>
<Typography variant="body2" fontWeight={600}>{label}</Typography>
{stepMsg && (
<Typography variant="caption" color="text.secondary" sx={{ display: "block", lineHeight: 1.2 }}>
{stepMsg}
</Typography>
)}
</StepLabel>
</Step>
);
})}
</Stepper>
</Paper>
<Paper sx={{ borderRadius: 4, mb: 3 }} variant="outlined">
<Box sx={{ display: "flex", alignItems: "center", gap: 1, p: 2, pb: 0 }}>
<Typography variant="subtitle1" fontWeight={600} sx={{ flex: 1 }}>
Progress Events
</Typography>
<Box
sx={{
width: 10,
height: 10,
borderRadius: "50%",
bgcolor: sseConnected ? "success.main" : "error.main",
flexShrink: 0,
}}
/>
<Typography variant="caption" color="text.secondary">
{sseConnected ? "Connected" : "Disconnected"}
</Typography>
</Box>
<Box
ref={feedRef}
sx={{
maxHeight: 300,
overflowY: "auto",
p: 2,
display: "flex",
flexDirection: "column",
gap: 1,
}}
>
{displayEvents.length === 0 ? (
<Typography variant="body2" color="text.disabled" sx={{ textAlign: "center", py: 2 }}>
Waiting for events...
</Typography>
) : (
displayEvents.map((evt, i) => (
<Box
key={i}
sx={{
display: "flex",
alignItems: "center",
gap: 1.5,
p: 1,
borderRadius: 2,
bgcolor: "action.hover",
}}
>
{sseIcon(evt.status)}
<Box sx={{ flex: 1 }}>
<Typography variant="body2" fontWeight={600}>
{evt.step.replace(/_/g, " ")}
</Typography>
{evt.message && formatProgressMessage(evt.message) && (
<Typography variant="caption" color="text.secondary">
{formatProgressMessage(evt.message)}
</Typography>
)}
</Box>
<Typography variant="caption" color="text.disabled">
{new Date().toLocaleTimeString()}
</Typography>
</Box>
))
)}
</Box>
</Paper>
{hasAmbiguities && (
<Paper sx={{ p: 3, borderRadius: 4, mb: 3 }} variant="outlined">
<Typography variant="subtitle1" fontWeight={600} gutterBottom>
Ambiguity Resolution
</Typography>
{allResolved ? (
<Alert severity="success" sx={{ mb: 2, borderRadius: 2 }}>
All ambiguities resolved pipeline will resume on next poll cycle
</Alert>
) : (
<Alert severity="warning" sx={{ mb: 2, borderRadius: 2 }}>
Pipeline paused resolve ambiguities to continue
</Alert>
)}
<Box sx={{ display: "flex", flexDirection: "column", gap: 2 }}>
{ambiguities.map((ambiguity: any) => {
const isResolved = ambiguity.status === "resolved";
return (
<Paper
key={ambiguity.id}
sx={{
p: 2,
borderRadius: 3,
border: 1,
borderColor: isResolved ? "success.main" : "divider",
opacity: isResolved ? 0.8 : 1,
}}
variant="outlined"
>
<Box sx={{ fontFamily: "monospace", fontSize: "0.85rem", mb: 1.5, p: 1, bgcolor: "grey.900", borderRadius: 1, color: "grey.100" }}>
{ambiguity.line}
</Box>
<Box sx={{ display: "flex", gap: 3, mb: 1.5, flexWrap: "wrap" }}>
<Box>
<Typography variant="caption" color="text.secondary">OCR Amount</Typography>
<Typography variant="body2" sx={{ textDecoration: "line-through", color: "text.secondary" }}>
{ambiguity.ocr_amount}
</Typography>
</Box>
<Box>
<Typography variant="caption" color="text.secondary">OCR Balance</Typography>
<Typography variant="body2" sx={{ textDecoration: "line-through", color: "text.secondary" }}>
{ambiguity.ocr_balance}
</Typography>
</Box>
<Box>
<Typography variant="caption" color="text.secondary">Previous Balance</Typography>
<Typography variant="body2">{ambiguity.prev_balance}</Typography>
</Box>
</Box>
{isResolved ? (
<Alert severity="success" sx={{ py: 0.5, borderRadius: 2 }} icon={<CheckCircleIcon />}>
Resolved: {ambiguity.chosen?.amount} / {ambiguity.chosen?.balance}
</Alert>
) : (
<Box sx={{ display: "flex", gap: 1, flexWrap: "wrap" }}>
{ambiguity.candidates.map((candidate: any, ci: number) => {
const isCredit = candidate.amount > 0;
const isDebit = candidate.amount < 0;
const cColor = isCredit ? "success.main" : isDebit ? "error.main" : undefined;
return (
<Button
key={ci}
variant="outlined"
size="small"
onClick={() => handleResolve(ambiguity, candidate)}
disabled={resolveMutation.isPending}
sx={{
borderColor: cColor,
color: cColor,
"&:hover": cColor ? { borderColor: cColor } : undefined,
}}
>
{candidate.amount} / {candidate.balance}
</Button>
);
})}
</Box>
)}
</Paper>
);
})}
</Box>
</Paper>
)}
<Snackbar
open={!!failNotif}
autoHideDuration={6000}
onClose={() => setFailNotif(null)}
anchorOrigin={{ vertical: "bottom", horizontal: "center" }}
>
<Alert severity="error" onClose={() => setFailNotif(null)} sx={{ borderRadius: 2 }}>
{failNotif}
</Alert>
</Snackbar>
</Container>
);
}

600
src/FetchRequests.tsx Normal file
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import * as React from "react";
import {
Box,
Container,
Paper,
Typography,
Button,
ToggleButtonGroup,
ToggleButton,
Chip,
IconButton,
CircularProgress,
Alert,
Snackbar,
Dialog,
DialogTitle,
DialogContent,
DialogContentText,
DialogActions,
Tooltip,
TextField,
Select,
MenuItem,
InputLabel,
FormControl,
OutlinedInput,
Autocomplete,
} from "@mui/material";
import DeleteIcon from "@mui/icons-material/Delete";
import CloudUploadIcon from "@mui/icons-material/CloudUpload";
import RefreshIcon from "@mui/icons-material/Refresh";
import ContentCopyIcon from "@mui/icons-material/ContentCopy";
import ReplayIcon from "@mui/icons-material/Replay";
import CheckCircleIcon from "@mui/icons-material/CheckCircle";
import ErrorIcon from "@mui/icons-material/Error";
import ScheduleIcon from "@mui/icons-material/Schedule";
import HourglassEmptyIcon from "@mui/icons-material/HourglassEmpty";
import WarningAmberIcon from "@mui/icons-material/WarningAmber";
import {
useUploadFile,
} from "./features/fetch-requests";
import type {
FetchRequest,
FetchRequestStatus,
FileSource,
EmailSource,
} from "./features/fetch-requests";
import { RETRY_MAX, formatApiError } from "./features/fetch-requests";
import { useNavigate } from "react-router-dom";
import { useResourceByName, useConfig, defaultFieldComponents } from "../react-openapi";
import type { ResourceField } from "../react-openapi";
const statusColors: Record<FetchRequestStatus, "default" | "primary" | "warning" | "info" | "success" | "error"> = {
pending: "default",
processing: "info",
paused: "warning",
raw_expenses_done: "primary",
enriched_done: "warning",
completed: "success",
failed: "error",
};
const statusIcons: Record<FetchRequestStatus, React.ReactNode> = {
pending: <ScheduleIcon sx={{ fontSize: 16 }} />,
processing: <CircularProgress size={14} sx={{ mr: 0.5 }} />,
paused: <WarningAmberIcon sx={{ fontSize: 16, color: "warning.main" }} />,
raw_expenses_done: <HourglassEmptyIcon sx={{ fontSize: 16 }} />,
enriched_done: <HourglassEmptyIcon sx={{ fontSize: 16 }} />,
completed: <CheckCircleIcon sx={{ fontSize: 16, color: "success.main" }} />,
failed: <ErrorIcon sx={{ fontSize: 16, color: "error.main" }} />,
};
function formatDate(iso: string) {
const d = new Date(iso);
return d.toLocaleString();
}
function formatDateRange(start?: string, end?: string) {
if (!start && !end) return "\u2014";
const s = start ? new Date(start).toLocaleDateString() : "?";
const e = end ? new Date(end).toLocaleDateString() : "?";
return `${s} \u2192 ${e}`;
}
function shortId(fp: string) {
return fp.length > 8 ? fp.slice(0, 8) + "\u2026" : fp;
}
export default function FetchRequests() {
const navigate = useNavigate();
const [sourceType, setSourceType] = React.useState<"file" | "email">("file");
const [accountName, setAccountName] = React.useState("");
const [payorUsername, setPayorUsername] = React.useState("aetos");
const [format, setFormat] = React.useState("");
const [file, setFile] = React.useState<File | null>(null);
const [uploadedPath, setUploadedPath] = React.useState<string | null>(null);
const [fromEmail, setFromEmail] = React.useState("");
const [subject, setSubject] = React.useState("");
const [rawTerms, setRawTerms] = React.useState("");
const [startDate, setStartDate] = React.useState("");
const [endDate, setEndDate] = React.useState("");
const [snackbar, setSnackbar] = React.useState<{ message: string; severity: "success" | "error" } | null>(null);
const [deleteTarget, setDeleteTarget] = React.useState<FetchRequest | null>(null);
const [statusFilter, setStatusFilter] = React.useState<string[]>([]);
const [accountFilter, setAccountFilter] = React.useState("");
const [sourceFilter, setSourceFilter] = React.useState<"all" | "file" | "email">("all");
const { useList, useCreate, usePatch, useDelete, components } = useResourceByName("fetch-requests", { fieldComponents: defaultFieldComponents });
const { data: listData, isLoading, isFetching, refetch } = useList({
...(statusFilter.length > 0 ? { status: statusFilter.join(",") } : {}),
...(accountFilter ? { account_name: accountFilter } : {}),
...(sourceFilter !== "all" ? { source_type: sourceFilter } : {}),
});
const { useList: useAccountsList } = useResourceByName("accounts");
const { data: accountsData } = useAccountsList();
const accountOptions: string[] = React.useMemo(() => {
return (accountsData?.data ?? []).map((a: any) => a.name).filter(Boolean);
}, [accountsData]);
const config = useConfig();
const fetchRes = config?.resources.find((r: any) => r.name === "fetch-requests");
const formatField: ResourceField | undefined = fetchRes?.fields?.source?.schema?.format;
const formatOptions: string[] = formatField?.options ?? [];
const startDateField: ResourceField | undefined = fetchRes?.fields?.start_date;
const endDateField: ResourceField | undefined = fetchRes?.fields?.end_date;
const payorUsernameField: ResourceField | undefined = fetchRes?.fields?.payor_username;
const createMutation = useCreate();
const updateMutation = usePatch();
const deleteMutation = useDelete();
const uploadMutation = useUploadFile();
const requests = listData?.data ?? [];
const handleUpload = async () => {
if (!file) return;
const result = await uploadMutation.mutateAsync(file);
if (result?.saved_as) {
setUploadedPath(result.saved_as);
if (!format) setFormat(file.name.split(".").pop() || "");
setSnackbar({ message: `File uploaded: ${result.saved_as}`, severity: "success" });
}
};
const handleCreate = async () => {
if (!accountName) return;
let source: FileSource | EmailSource;
if (sourceType === "file") {
if (!uploadedPath || !format) return;
source = { path: uploadedPath, format } as FileSource;
} else {
if (!format) return;
const emailSource: EmailSource = { format };
if (fromEmail) emailSource.from_email = fromEmail;
if (subject) emailSource.subject = subject;
if (rawTerms.trim()) emailSource.raw_terms = rawTerms.split(",").map((s) => s.trim()).filter(Boolean);
source = emailSource;
}
try {
const result = await createMutation.mutateAsync({
source,
account_name: accountName,
payor_username: payorUsername,
...(startDate ? { start_date: new Date(startDate).toISOString() } : {}),
...(endDate ? { end_date: new Date(endDate).toISOString() } : {}),
});
setSnackbar({ message: "Fetch request created", severity: "success" });
resetForm();
navigate(`/fetch-requests/${result.id}`);
} catch (err: any) {
if (err?.response?.status === 409) {
setSnackbar({ message: "Duplicate \u2014 same fingerprint already exists", severity: "error" });
} else {
setSnackbar({ message: formatApiError(err) || "Failed to create fetch request", severity: "error" });
}
}
};
const resetForm = () => {
setAccountName("");
setFormat("");
setFile(null);
setUploadedPath(null);
setFromEmail("");
setSubject("");
setRawTerms("");
setStartDate("");
setEndDate("");
};
const handleRetry = async (req: FetchRequest) => {
try {
await updateMutation.mutateAsync({ id: req.id, data: { status: "pending" } });
setSnackbar({ message: "Retrying fetch request", severity: "success" });
} catch {
setSnackbar({ message: "Failed to retry", severity: "error" });
}
};
const handleDelete = async () => {
if (!deleteTarget) return;
try {
await deleteMutation.mutateAsync(deleteTarget.id);
setSnackbar({ message: "Fetch request deleted", severity: "success" });
} catch {
setSnackbar({ message: "Failed to delete", severity: "error" });
}
setDeleteTarget(null);
};
const sourceTypeOptions: ("all" | "file" | "email")[] = ["all", "file", "email"];
return (
<Container sx={{ mt: 4, mb: 4 }}>
<Typography variant="h5" fontWeight="bold" gutterBottom>
Fetch Request Pipeline
</Typography>
<Paper sx={{ p: 3, mb: 4, borderRadius: 4 }} variant="outlined">
<Typography variant="subtitle1" fontWeight={600} gutterBottom>
New Fetch Request
</Typography>
<ToggleButtonGroup
value={sourceType}
exclusive
onChange={(_, val) => val && setSourceType(val)}
sx={{ mb: 3 }}
size="small"
>
<ToggleButton value="file">File Upload</ToggleButton>
<ToggleButton value="email">Email Fetch</ToggleButton>
</ToggleButtonGroup>
<Box sx={{ display: "flex", flexDirection: "column", gap: 2 }}>
{sourceType === "file" ? (
<>
<Box sx={{ display: "flex", gap: 2, alignItems: "flex-end" }}>
<Button variant="outlined" component="label" startIcon={<CloudUploadIcon />}>
Choose File
<input type="file" hidden onChange={(e) => setFile(e.target.files?.[0] ?? null)} />
</Button>
<Typography variant="body2" sx={{ flex: 1, color: "text.secondary" }}>
{file ? file.name : "No file selected"}
</Typography>
<Button
variant="contained"
onClick={handleUpload}
disabled={!file || uploadMutation.isPending}
>
{uploadMutation.isPending ? "Uploading..." : "Upload"}
</Button>
</Box>
{uploadedPath && (
<Alert severity="success" sx={{ py: 0 }}>
Uploaded as: {uploadedPath}
</Alert>
)}
{formatField && components?.FormField ? (
<components.FormField
name="format"
field={formatField}
value={format}
onChange={setFormat}
/>
) : (
<FormControl size="small">
<InputLabel>Format</InputLabel>
<Select value={format} onChange={(e) => setFormat(e.target.value)} label="Format">
{formatOptions.map((opt) => (
<MenuItem key={opt} value={opt}>{opt}</MenuItem>
))}
</Select>
</FormControl>
)}
</>
) : (
<>
{formatField && components?.FormField ? (
<components.FormField
name="format"
field={formatField}
value={format}
onChange={setFormat}
/>
) : (
<FormControl size="small">
<InputLabel>Format</InputLabel>
<Select value={format} onChange={(e) => setFormat(e.target.value)} label="Format">
{formatOptions.map((opt) => (
<MenuItem key={opt} value={opt}>{opt}</MenuItem>
))}
</Select>
</FormControl>
)}
<TextField label="From Email" value={fromEmail} onChange={(e) => setFromEmail(e.target.value)} size="small" />
<TextField label="Subject" value={subject} onChange={(e) => setSubject(e.target.value)} size="small" />
<TextField label="Raw Terms" value={rawTerms} onChange={(e) => setRawTerms(e.target.value)} size="small" helperText="Comma-separated search terms" />
</>
)}
<Autocomplete
options={accountOptions}
value={accountName || null}
onChange={(_, val) => setAccountName(val ?? "")}
renderInput={(params) => (
<TextField {...params} label="Account Name" size="small" required />
)}
sx={{ "& .MuiOutlinedInput-root": { height: "auto", minHeight: "2.5rem" } }}
/>
{payorUsernameField && components?.FormField ? (
<components.FormField
name="payor_username"
field={payorUsernameField}
value={payorUsername}
onChange={setPayorUsername}
/>
) : (
<TextField label="Payor Username" value={payorUsername} onChange={(e) => setPayorUsername(e.target.value)} size="small" helperText="Default: aetos" />
)}
<Box sx={{ display: "flex", gap: 2 }}>
{startDateField && components?.date ? (
<Box sx={{ flex: 1 }}>
<components.date
name="start_date"
field={startDateField}
value={startDate}
onChange={setStartDate}
/>
</Box>
) : (
<TextField
label="Start Date"
type="date"
value={startDate}
onChange={(e) => setStartDate(e.target.value)}
size="small"
InputLabelProps={{ shrink: true }}
inputProps={{ max: new Date().toISOString().split("T")[0] }}
sx={{ flex: 1 }}
/>
)}
{endDateField && components?.date ? (
<Box sx={{ flex: 1 }}>
<components.date
name="end_date"
field={endDateField}
value={endDate}
onChange={setEndDate}
/>
</Box>
) : (
<TextField
label="End Date"
type="date"
value={endDate}
onChange={(e) => setEndDate(e.target.value)}
size="small"
InputLabelProps={{ shrink: true }}
inputProps={{ max: new Date().toISOString().split("T")[0] }}
sx={{ flex: 1 }}
/>
)}
</Box>
<Button
variant="contained"
onClick={handleCreate}
disabled={createMutation.isPending || !accountName || (sourceType === "file" && (!uploadedPath || !format)) || (sourceType === "email" && !format)}
>
{createMutation.isPending ? "Creating..." : "Create Fetch Request"}
</Button>
</Box>
</Paper>
<Paper sx={{ borderRadius: 4, mb: 2, p: 2 }} variant="outlined">
<Box sx={{ display: "flex", alignItems: "center", gap: 2, flexWrap: "wrap" }}>
<FormControl size="small" sx={{ minWidth: 200 }}>
<InputLabel>Status</InputLabel>
<Select
multiple
value={statusFilter}
onChange={(e) => setStatusFilter(e.target.value as string[])}
input={<OutlinedInput label="Status" />}
renderValue={(selected) => (selected as string[]).join(", ")}
>
{(config?.enums?.FetchRequestStatus ?? []).map((s: string) => (
<MenuItem key={s} value={s}>{s.replace(/_/g, " ")}</MenuItem>
))}
</Select>
</FormControl>
<Autocomplete
options={accountOptions}
value={accountFilter || null}
onChange={(_, val) => setAccountFilter(val ?? "")}
renderInput={(params) => (
<TextField {...params} label="Account" size="small" sx={{ minWidth: 160 }} />
)}
sx={{ minWidth: 160, "& .MuiOutlinedInput-root": { height: "auto", minHeight: "2.5rem" } }}
/>
<ToggleButtonGroup
value={sourceFilter}
exclusive
onChange={(_, val) => val && setSourceFilter(val)}
size="small"
>
{sourceTypeOptions.map((opt) => (
<ToggleButton key={opt} value={opt}>
{opt === "all" ? "All" : opt === "file" ? "File" : "Email"}
</ToggleButton>
))}
</ToggleButtonGroup>
<Box sx={{ flex: 1 }} />
<IconButton onClick={() => refetch()} disabled={isFetching}>
<RefreshIcon />
</IconButton>
</Box>
</Paper>
{isLoading ? (
<Box sx={{ display: "flex", justifyContent: "center", p: 4 }}>
<CircularProgress />
</Box>
) : requests.length === 0 ? (
<Box sx={{ p: 4, textAlign: "center", color: "text.secondary" }}>
No fetch requests yet
</Box>
) : (
<Paper variant="outlined" sx={{ borderRadius: 4 }}>
<Box sx={{ overflowX: "auto" }}>
<Box component="table" sx={{ width: "100%", borderCollapse: "collapse" }}>
<Box component="thead">
<Box component="tr" sx={{ borderBottom: 1, borderColor: "divider" }}>
{["ID", "Account", "Source", "Date Range", "Status", "Retries", "Created", "Actions"].map((h) => (
<Box
key={h}
component="th"
sx={{ px: 2, py: 1.5, textAlign: h === "Actions" ? "right" : "left", fontWeight: 600, fontSize: "0.8rem", color: "text.secondary", whiteSpace: "nowrap" }}
>
{h}
</Box>
))}
</Box>
</Box>
<Box component="tbody">
{[...requests]
.sort((a, b) => new Date(b.created_at).getTime() - new Date(a.created_at).getTime())
.map((req: FetchRequest) => (
<Box
key={req.id}
component="tr"
onClick={() => navigate(`/fetch-requests/${req.id}`)}
sx={{
cursor: "pointer",
borderBottom: 1,
borderColor: "divider",
"&:hover": { bgcolor: "action.hover" },
"&:last-child": { borderBottom: 0 },
}}
>
<Box component="td" sx={{ px: 2, py: 1.5, fontFamily: "monospace", fontSize: "0.8rem" }}>
<Box sx={{ display: "flex", alignItems: "center", gap: 0.5 }}>
{shortId(req.fingerprint)}
<IconButton
size="small"
onClick={(e) => {
e.stopPropagation();
navigator.clipboard.writeText(req.fingerprint);
setSnackbar({ message: "Copied!", severity: "success" });
}}
sx={{ opacity: 0.5, '&:hover': { opacity: 1 } }}
>
<ContentCopyIcon sx={{ fontSize: 14 }} />
</IconButton>
</Box>
</Box>
<Box component="td" sx={{ px: 2, py: 1.5, fontSize: "0.875rem" }}>
{req.account_name}
</Box>
<Box component="td" sx={{ px: 2, py: 1.5 }}>
<Chip
label={"path" in req.source ? "File" : "Email"}
size="small"
variant="outlined"
color={"path" in req.source ? "primary" : "secondary"}
/>
</Box>
<Box component="td" sx={{ px: 2, py: 1.5 }}>
<Typography variant="body2" sx={{ fontSize: "0.8rem", whiteSpace: "nowrap" }}>
{formatDateRange((req as any).start_date, (req as any).end_date)}
</Typography>
</Box>
<Box component="td" sx={{ px: 2, py: 1.5 }}>
<Box sx={{ display: "flex", alignItems: "center", gap: 0.5 }}>
<Tooltip title={req.error_message || req.status.replace(/_/g, " ")}>
<Chip
icon={statusIcons[req.status] as any}
label={req.status.replace(/_/g, " ")}
color={statusColors[req.status]}
size="small"
/>
</Tooltip>
</Box>
</Box>
<Box component="td" sx={{ px: 2, py: 1.5 }}>
{(req.retry_count ?? 0) > 0 ? (
<Typography variant="body2" sx={{ fontSize: "0.8rem" }}>
{req.retry_count}/{RETRY_MAX}
</Typography>
) : (
<Typography variant="body2" sx={{ fontSize: "0.8rem", color: "text.disabled" }}>
\u2014
</Typography>
)}
</Box>
<Box component="td" sx={{ px: 2, py: 1.5, whiteSpace: "nowrap", fontSize: "0.8rem" }}>
{formatDate(req.created_at)}
</Box>
<Box component="td" sx={{ px: 2, py: 1.5 }}>
<Box sx={{ display: "flex", gap: 0.5, justifyContent: "flex-end" }}>
{req.status === "paused" && (
<Tooltip title="Resolve ambiguities">
<IconButton
size="small"
onClick={(e) => {
e.stopPropagation();
navigate(`/fetch-requests/${req.id}`);
}}
>
<WarningAmberIcon fontSize="small" color="warning" />
</IconButton>
</Tooltip>
)}
{req.status === "failed" && (req.retry_count ?? 0) < RETRY_MAX && (
<Tooltip title="Retry">
<IconButton
size="small"
onClick={(e) => {
e.stopPropagation();
handleRetry(req);
}}
>
<ReplayIcon fontSize="small" />
</IconButton>
</Tooltip>
)}
<Tooltip title="Delete">
<IconButton
size="small"
onClick={(e) => {
e.stopPropagation();
setDeleteTarget(req);
}}
>
<DeleteIcon fontSize="small" />
</IconButton>
</Tooltip>
</Box>
</Box>
</Box>
))}
</Box>
</Box>
</Box>
</Paper>
)}
<Snackbar
open={!!snackbar}
autoHideDuration={4000}
onClose={() => setSnackbar(null)}
anchorOrigin={{ vertical: "bottom", horizontal: "center" }}
>
{snackbar ? <Alert severity={snackbar.severity} onClose={() => setSnackbar(null)}>{snackbar.message}</Alert> : undefined}
</Snackbar>
<Dialog open={!!deleteTarget} onClose={() => setDeleteTarget(null)}>
<DialogTitle>Delete Fetch Request?</DialogTitle>
<DialogContent>
<DialogContentText>
This will permanently delete the fetch request and all associated data.
</DialogContentText>
</DialogContent>
<DialogActions>
<Button onClick={() => setDeleteTarget(null)}>Cancel</Button>
<Button onClick={handleDelete} color="error" disabled={deleteMutation.isPending}>
{deleteMutation.isPending ? "Deleting..." : "Delete"}
</Button>
</DialogActions>
</Dialog>
</Container>
);
}

View File

@@ -20,7 +20,7 @@ import DarkModeIcon from "@mui/icons-material/DarkMode";
import LightModeIcon from "@mui/icons-material/LightMode";
import { useNavigate } from "react-router-dom";
import { useAuth } from "../react-auth";
import { ColorModeContext } from "./AppTheme";
import { ColorModeContext } from "./shared-theme/AppTheme";
interface HeaderProps {
routerMapping: {
@@ -91,6 +91,32 @@ export default function Header({
<span style={{ flexGrow: 1 }} />
{/* NAV LINKS */}
<Box
sx={{
display: { xs: "none", md: "flex" },
alignItems: "center",
mr: 2,
gap: 1,
}}
>
{[
{ label: "Dashboard", path: "/dashboard" },
{ label: "Fetch", path: "/fetch-requests" },
{ label: "Reports", path: "/reports" },
].map(({ label, path }) => (
<Button
key={path}
color="inherit"
onClick={() => navigate(path)}
sx={{ textTransform: "none", fontWeight: 500, px: 1.5 }}
size="small"
>
{label}
</Button>
))}
</Box>
{/* AUTH SECTION */}
{isAuthenticated ? (
<>

View File

@@ -1,70 +1,180 @@
import * as React from "react";
import { Box, Typography, Button, Container, Stack } from "@mui/material";
import { Box, Typography, Button, Container, Grid, Paper, Chip } from "@mui/material";
import { useTheme, alpha } from "@mui/material/styles";
import { useNavigate } from "react-router-dom";
import DashboardIcon from "@mui/icons-material/Dashboard";
import SyncIcon from "@mui/icons-material/Sync";
import BarChartIcon from "@mui/icons-material/BarChart";
import SettingsIcon from "@mui/icons-material/Settings";
import ArrowForwardIcon from "@mui/icons-material/ArrowForward";
import { useAuth } from "../react-auth";
interface FeatureCardProps {
icon: React.ReactNode;
title: string;
description: string;
path: string;
label?: string;
accent: string;
}
function FeatureCard({ icon, title, description, path, label, accent }: FeatureCardProps) {
const navigate = useNavigate();
const theme = useTheme();
return (
<Paper
elevation={0}
onClick={() => navigate(path)}
sx={{
p: 3,
borderRadius: 3,
border: "1px solid",
borderColor: "divider",
cursor: "pointer",
height: "100%",
display: "flex",
flexDirection: "column",
position: "relative",
overflow: "hidden",
transition: "all 0.25s ease",
"&::before": {
content: '""',
position: "absolute",
top: 0,
left: 0,
right: 0,
height: 3,
background: accent,
opacity: 0,
transition: "opacity 0.25s ease",
},
"&:hover": {
transform: "translateY(-4px)",
boxShadow: `0 12px 32px ${alpha(theme.palette.common.black, theme.palette.mode === "dark" ? 0.3 : 0.08)}`,
borderColor: "transparent",
"&::before": { opacity: 1 },
},
}}
>
<Box sx={{ display: "flex", alignItems: "center", gap: 1.5, mb: 1.5 }}>
<Box
sx={{
width: 40,
height: 40,
borderRadius: 2,
display: "flex",
alignItems: "center",
justifyContent: "center",
background: alpha(accent, 0.12),
color: accent,
}}
>
{icon}
</Box>
<Typography variant="subtitle1" fontWeight={700}>
{title}
</Typography>
</Box>
<Typography variant="body2" color="text.secondary" sx={{ flex: 1, lineHeight: 1.6 }}>
{description}
</Typography>
{label && (
<Chip
label={label}
size="small"
variant="outlined"
sx={{ mt: 2, alignSelf: "flex-start", textTransform: "capitalize" }}
/>
)}
</Paper>
);
}
export default function Home() {
const navigate = useNavigate();
const theme = useTheme();
const { currentUser } = useAuth();
const features = [
{
icon: <DashboardIcon />,
title: "Dashboard",
description: "Visualise inflows and outflows with interactive charts, drill into categories, and track trends over daily, weekly, and monthly periods.",
path: "/dashboard",
accent: theme.palette.mode === "dark" ? "#818cf8" : "#6366f1",
},
{
icon: <SyncIcon />,
title: "Fetch Requests",
description: "Upload bank statements or configure email ingestion to auto-import transactions. Track pipeline status from pending through to completion.",
path: "/fetch-requests",
accent: theme.palette.mode === "dark" ? "#34d399" : "#10b981",
},
{
icon: <BarChartIcon />,
title: "Report Snapshots",
description: "Generate cached report snapshots with custom filters — accounts, date ranges, amount bounds — then pin a snapshot on the dashboard for consistent comparisons.",
path: "/reports",
accent: theme.palette.mode === "dark" ? "#fbbf24" : "#f59e0b",
},
{
icon: <SettingsIcon />,
title: "Admin",
description: "Full CRUD over accounts, expenses, tags, and payors. Manage your data programmatically through the OpenAPI-driven admin panel.",
path: "/admin",
accent: theme.palette.mode === "dark" ? "#e879f9" : "#d946ef",
},
];
return (
<Box
sx={{
width: "100%",
minHeight: "calc(100vh - 64px)", // accounting for header
minHeight: "calc(100vh - 64px)",
display: "flex",
alignItems: "center",
justifyContent: "center",
flexDirection: "column",
position: "relative",
overflow: "hidden",
"&::before": {
content: '""',
position: "absolute",
top: "-20%",
left: "-10%",
width: "50%",
height: "60%",
background: "radial-gradient(circle, rgba(99,102,241,0.15) 0%, rgba(0,0,0,0) 70%)",
top: "-15%",
left: "-8%",
width: "45%",
height: "55%",
background: "radial-gradient(circle, rgba(99,102,241,0.12) 0%, transparent 70%)",
zIndex: 0,
},
"&::after": {
content: '""',
position: "absolute",
bottom: "-20%",
right: "-10%",
width: "50%",
height: "60%",
background: "radial-gradient(circle, rgba(236,72,153,0.15) 0%, rgba(0,0,0,0) 70%)",
bottom: "-15%",
right: "-8%",
width: "45%",
height: "55%",
background: "radial-gradient(circle, rgba(236,72,153,0.1) 0%, transparent 70%)",
zIndex: 0,
},
}}
>
<Container maxWidth="lg" sx={{ position: "relative", zIndex: 1 }}>
<Stack
spacing={4}
alignItems="center"
textAlign="center"
<Container maxWidth="lg" sx={{ position: "relative", zIndex: 1, flex: 1, display: "flex", flexDirection: "column", justifyContent: "center", py: 6 }}>
<Box
sx={{
p: { xs: 4, md: 8 },
backdropFilter: "blur(20px)",
backgroundColor: (theme) =>
theme.palette.mode === "dark" ? "rgba(255, 255, 255, 0.03)" : "rgba(255, 255, 255, 0.6)",
border: "1px solid",
borderColor: "divider",
borderRadius: 4,
boxShadow: (theme) =>
theme.palette.mode === "dark"
? "0 8px 32px 0 rgba(0, 0, 0, 0.37)"
: "0 8px 32px 0 rgba(31, 38, 135, 0.07)",
textAlign: "center",
mb: 6,
}}
>
<Typography
variant="h1"
sx={{
fontWeight: 800,
fontSize: { xs: "3rem", md: "5rem" },
background: "linear-gradient(45deg, #6366f1 30%, #ec4899 90%)",
fontSize: { xs: "2.5rem", sm: "3.5rem", md: "5rem" },
background: "linear-gradient(135deg, #6366f1 0%, #ec4899 50%, #f59e0b 100%)",
WebkitBackgroundClip: "text",
WebkitTextFillColor: "transparent",
letterSpacing: "-0.03em",
mb: 2,
}}
>
@@ -72,14 +182,20 @@ export default function Home() {
</Typography>
<Typography
variant="h5"
variant="h6"
color="text.secondary"
sx={{ maxWidth: "600px", lineHeight: 1.6 }}
sx={{
maxWidth: 580,
mx: "auto",
lineHeight: 1.7,
fontWeight: 400,
fontSize: { xs: "1rem", md: "1.15rem" },
}}
>
Your intelligent, extensible financial ledger. Control accounts, manage transactions, and track your data dynamically with our OpenAPI-driven architecture.
Your intelligent, extensible financial ledger. Import transactions, generate reports, and stay on top of your cashflow.
</Typography>
<Box mt={4}>
<Box sx={{ mt: 4, display: "flex", gap: 2, justifyContent: "center", flexWrap: "wrap" }}>
<Button
variant="contained"
size="large"
@@ -87,21 +203,44 @@ export default function Home() {
onClick={() => navigate("/dashboard")}
sx={{
px: 4,
py: 1.5,
py: 1.4,
borderRadius: "50px",
fontWeight: "bold",
background: "linear-gradient(45deg, #6366f1 30%, #ec4899 90%)",
transition: "transform 0.2s ease-in-out, box-shadow 0.2s",
fontWeight: 700,
background: "linear-gradient(135deg, #6366f1 0%, #ec4899 100%)",
transition: "transform 0.2s ease, box-shadow 0.2s",
"&:hover": {
transform: "translateY(-3px)",
boxShadow: "0 8px 20px rgba(236,72,153,0.4)",
transform: "translateY(-2px)",
boxShadow: `0 8px 24px ${alpha(theme.palette.primary.main, 0.35)}`,
},
}}
>
Enter Dashboard
</Button>
<Button
variant="outlined"
size="large"
onClick={() => navigate("/fetch-requests")}
sx={{
px: 4,
py: 1.4,
borderRadius: "50px",
fontWeight: 600,
borderWidth: 2,
"&:hover": { borderWidth: 2 },
}}
>
Import Data
</Button>
</Box>
</Stack>
</Box>
<Grid container spacing={3}>
{features.map((f) => (
<Grid key={f.title} size={{ xs: 12, sm: 6, md: 3 }}>
<FeatureCard {...f} />
</Grid>
))}
</Grid>
</Container>
</Box>
);

308
src/ReportSnapshots.tsx Normal file
View File

@@ -0,0 +1,308 @@
import * as React from "react";
import {
Box,
Container,
Paper,
Typography,
Button,
IconButton,
CircularProgress,
Alert,
Snackbar,
Dialog,
DialogTitle,
DialogContent,
DialogContentText,
DialogActions,
Chip,
} from "@mui/material";
import DeleteIcon from "@mui/icons-material/Delete";
import AddCircleIcon from "@mui/icons-material/AddCircle";
import RefreshIcon from "@mui/icons-material/Refresh";
import ContentCopyIcon from "@mui/icons-material/ContentCopy";
import { useResourceByName, useConfig, defaultFieldComponents } from "../react-openapi";
import type { ResourceField } from "../react-openapi";
interface ReportSnapshotQuery {
accounts?: string[];
ignore_self?: boolean;
start_date?: string;
end_date?: string;
}
interface ReportSnapshot {
id: string;
snapshot_id: string;
created_at: string;
query?: ReportSnapshotQuery;
}
function formatDate(iso: string) {
const d = new Date(iso);
return d.toLocaleString();
}
export default function ReportSnapshots() {
const [ignoreSelf, setIgnoreSelf] = React.useState(true);
const [startDate, setStartDate] = React.useState("");
const [endDate, setEndDate] = React.useState("");
const [minAmount, setMinAmount] = React.useState("");
const [maxAmount, setMaxAmount] = React.useState("");
const [snackbar, setSnackbar] = React.useState<{ message: string; severity: "success" | "error" } | null>(null);
const [deleteTarget, setDeleteTarget] = React.useState<ReportSnapshot | null>(null);
const [createdSnapshotId, setCreatedSnapshotId] = React.useState<string | null>(null);
const { useList, useCreate, useDelete, components } = useResourceByName("reports", { fieldComponents: defaultFieldComponents });
const { data: listData, isLoading, isFetching, refetch } = useList();
const createMutation = useCreate();
const deleteMutation = useDelete();
const config = useConfig();
const reportsRes = config?.resources.find((r: any) => r.name === "reports");
const ignoreSelfField: ResourceField | undefined = reportsRes?.fields?.ignore_self;
const startDateField: ResourceField | undefined = reportsRes?.fields?.start_date;
const endDateField: ResourceField | undefined = reportsRes?.fields?.end_date;
const minAmountField: ResourceField | undefined = reportsRes?.fields?.min_amount;
const maxAmountField: ResourceField | undefined = reportsRes?.fields?.max_amount;
const snapshots: ReportSnapshot[] = listData?.data ?? [];
const handleCreate = async () => {
try {
const payload: Record<string, any> = {};
if (ignoreSelf) payload.ignore_self = true;
if (startDate) payload.start_date = new Date(startDate).toISOString();
if (endDate) payload.end_date = new Date(endDate).toISOString();
if (minAmount) payload.min_amount = parseFloat(minAmount);
if (maxAmount) payload.max_amount = parseFloat(maxAmount);
const result = await createMutation.mutateAsync(payload);
const snapshotId = (result as any)?.snapshot_id;
if (snapshotId) {
setCreatedSnapshotId(snapshotId);
setSnackbar({ message: `Snapshot created: ${snapshotId}`, severity: "success" });
} else {
setSnackbar({ message: "Snapshot created", severity: "success" });
}
resetForm();
} catch (err: any) {
setSnackbar({ message: err?.response?.data?.detail || "Failed to create snapshot", severity: "error" });
}
};
const resetForm = () => {
setIgnoreSelf(true);
setStartDate("");
setEndDate("");
setMinAmount("");
setMaxAmount("");
};
const handleDelete = async () => {
if (!deleteTarget) return;
try {
await deleteMutation.mutateAsync(deleteTarget.snapshot_id);
setSnackbar({ message: "Snapshot deleted", severity: "success" });
} catch {
setSnackbar({ message: "Failed to delete snapshot", severity: "error" });
}
setDeleteTarget(null);
};
return (
<Container sx={{ mt: 4, mb: 4 }}>
<Typography variant="h5" fontWeight="bold" gutterBottom>
Report Snapshots
</Typography>
<Paper sx={{ p: 3, mb: 4, borderRadius: 4 }} variant="outlined">
<Typography variant="subtitle1" fontWeight={600} gutterBottom>
Generate New Snapshot
</Typography>
<Box sx={{ display: "flex", flexDirection: "column", gap: 2 }}>
{ignoreSelfField && components?.FormField && (
<components.FormField
name="ignore_self"
field={ignoreSelfField}
value={ignoreSelf}
onChange={(val: boolean) => setIgnoreSelf(val)}
/>
)}
<Box sx={{ display: "flex", gap: 2 }}>
{startDateField && components?.datetime && (
<Box sx={{ flex: 1 }}>
<components.datetime
name="start_date"
field={startDateField}
value={startDate}
onChange={(val: string) => setStartDate(val)}
/>
</Box>
)}
{endDateField && components?.datetime && (
<Box sx={{ flex: 1 }}>
<components.datetime
name="end_date"
field={endDateField}
value={endDate}
onChange={(val: string) => setEndDate(val)}
/>
</Box>
)}
</Box>
<Box sx={{ display: "flex", gap: 2 }}>
{minAmountField && components?.FormField && (
<Box sx={{ flex: 1 }}>
<components.FormField
name="min_amount"
field={minAmountField}
value={minAmount}
onChange={(val: string) => setMinAmount(val)}
/>
</Box>
)}
{maxAmountField && components?.FormField && (
<Box sx={{ flex: 1 }}>
<components.FormField
name="max_amount"
field={maxAmountField}
value={maxAmount}
onChange={(val: string) => setMaxAmount(val)}
/>
</Box>
)}
</Box>
<Button
variant="contained"
startIcon={<AddCircleIcon />}
onClick={handleCreate}
disabled={createMutation.isPending}
>
{createMutation.isPending ? "Generating..." : "Generate Snapshot"}
</Button>
{createdSnapshotId && (
<Alert severity="success" onClose={() => setCreatedSnapshotId(null)}>
Snapshot created: <strong>{createdSnapshotId}</strong>. Use it in the Dashboard snapshot selector.
</Alert>
)}
</Box>
</Paper>
<Paper sx={{ borderRadius: 4 }} variant="outlined">
<Box sx={{ display: "flex", alignItems: "center", justifyContent: "space-between", p: 2, pb: 0 }}>
<Typography variant="subtitle1" fontWeight={600}>
Existing Snapshots
</Typography>
<IconButton onClick={() => refetch()} disabled={isFetching}>
<RefreshIcon />
</IconButton>
</Box>
{isLoading ? (
<Box sx={{ display: "flex", justifyContent: "center", p: 4 }}>
<CircularProgress />
</Box>
) : snapshots.length === 0 ? (
<Box sx={{ p: 4, textAlign: "center", color: "text.secondary" }}>
No snapshots yet
</Box>
) : (
<Box sx={{ overflowX: "auto" }}>
<Box component="table" sx={{ width: "100%", borderCollapse: "collapse" }}>
<Box component="thead">
<Box component="tr" sx={{ borderBottom: 1, borderColor: "divider" }}>
{["Snapshot ID", "Created", "Query", "Actions"].map((h) => (
<Box
key={h}
component="th"
sx={{ px: 2, py: 1.5, textAlign: h === "Actions" ? "right" : "left", fontWeight: 600, fontSize: "0.8rem", color: "text.secondary", whiteSpace: "nowrap" }}
>
{h}
</Box>
))}
</Box>
</Box>
<Box component="tbody">
{snapshots.map((snap: ReportSnapshot) => (
<Box
key={snap.id}
component="tr"
sx={{ borderBottom: 1, borderColor: "divider", "&:last-child": { borderBottom: 0 }, "&:hover": { bgcolor: "action.hover" } }}
>
<Box component="td" sx={{ px: 2, py: 1.5, fontFamily: "monospace", fontSize: "0.8rem" }}>
<Box sx={{ display: "flex", alignItems: "center", gap: 0.5 }}>
{snap.snapshot_id}
<IconButton
size="small"
onClick={() => {
navigator.clipboard.writeText(snap.snapshot_id);
setSnackbar({ message: "Copied!", severity: "success" });
}}
sx={{ opacity: 0.5, '&:hover': { opacity: 1 } }}
>
<ContentCopyIcon sx={{ fontSize: 14 }} />
</IconButton>
</Box>
</Box>
<Box component="td" sx={{ px: 2, py: 1.5, fontSize: "0.875rem" }}>
{formatDate(snap.created_at)}
</Box>
<Box component="td" sx={{ px: 2, py: 1.5 }}>
{snap.query ? (
<Box sx={{ display: "flex", gap: 0.5, flexWrap: "wrap" }}>
{snap.query.accounts && <Chip label={`${snap.query.accounts.length} account(s)`} size="small" variant="outlined" />}
{snap.query.ignore_self && <Chip label="ignore_self" size="small" variant="outlined" />}
{snap.query.start_date && <Chip label="start" size="small" variant="outlined" />}
{snap.query.end_date && <Chip label="end" size="small" variant="outlined" />}
</Box>
) : (
<Typography variant="body2" color="text.secondary">\u2014</Typography>
)}
</Box>
<Box component="td" sx={{ px: 2, py: 1.5 }}>
<Box sx={{ display: "flex", gap: 0.5, justifyContent: "flex-end" }}>
<IconButton size="small" onClick={() => setDeleteTarget(snap)}>
<DeleteIcon fontSize="small" />
</IconButton>
</Box>
</Box>
</Box>
))}
</Box>
</Box>
</Box>
)}
</Paper>
<Snackbar
open={!!snackbar}
autoHideDuration={4000}
onClose={() => setSnackbar(null)}
anchorOrigin={{ vertical: "bottom", horizontal: "center" }}
>
{snackbar ? <Alert severity={snackbar.severity} onClose={() => setSnackbar(null)}>{snackbar.message}</Alert> : undefined}
</Snackbar>
<Dialog open={!!deleteTarget} onClose={() => setDeleteTarget(null)}>
<DialogTitle>Delete Snapshot?</DialogTitle>
<DialogContent>
<DialogContentText>
This will permanently delete the report snapshot.
</DialogContentText>
</DialogContent>
<DialogActions>
<Button onClick={() => setDeleteTarget(null)}>Cancel</Button>
<Button onClick={handleDelete} color="error" disabled={deleteMutation.isPending}>
{deleteMutation.isPending ? "Deleting..." : "Delete"}
</Button>
</DialogActions>
</Dialog>
</Container>
);
}

View File

@@ -4,50 +4,58 @@ import {
GroupKey,
} from "../../features/report";
export type DashboardMode = "expense" | "income";
export type DashboardFlow = "outflows" | "inflows";
export type DashboardPeriodType = "rolling" | "calendar";
export type DashboardSelectedPeriodId = string | null;
export interface DashboardState {
mode: DashboardMode;
flow: DashboardFlow;
periodType: DashboardPeriodType;
selectedPeriodId: DashboardSelectedPeriodId;
selectedGroupKey: GroupKey | null;
comparison: boolean;
}
export interface DashboardStateSetters {
setSelectedPeriodId: (id: DashboardSelectedPeriodId) => void;
setSelectedGroupKey: (groupKey: GroupKey | null) => void;
toggleFlow: () => void;
togglePeriodType: () => void;
toggleComparison: () => void;
}
export interface DashboardSection {
id: string;
title?: string;
summary?: string;
title: string;
component: React.ComponentType<any>;
summary?: string;
settings?: Record<string, any>;
isList?: boolean;
style?: {
size?: number;
[key: string]: any;
};
}
export interface ColorDefinition {
primary: string;
background?: string;
text?: string;
}
export interface ThemeAwarePalette {
light: ColorDefinition;
dark: ColorDefinition;
}
export interface DashboardConfig {
sections: DashboardSection[];
style?: {
palette?: Record<DashboardMode, ThemeAwarePalette>;
};
}
export interface DashboardProps {
export interface DashboardViewProps {
config: DashboardConfig;
data: ReportData;
state: DashboardState;
stateSetters: DashboardStateSetters;
isFetching: boolean;
}
export interface ColorScheme {
primary: string;
surface: string;
text: string;
}
export interface ComponentProps extends DashboardSection {
reportData: ReportData;
state: DashboardState;
stateSetters: DashboardStateSetters;
isFetching: boolean;
colorScheme: ColorScheme;
}

View File

@@ -1,55 +0,0 @@
import * as React from "react";
import DashboardView from "./Dashboard.view";
import { DashboardProps, DashboardState } from "./Dashboard.models";
export default function Dashboard(props: DashboardProps) {
const [state, setState] = React.useState<DashboardState>({
mode: "expense",
periodType: "rolling",
selectedPeriodId: null,
selectedGroupKey: null,
comparison: false,
});
const toggleMode = () => {
setState(prev => ({
...prev,
mode: prev.mode === "expense" ? "income" : "expense",
}));
};
const togglePeriodType = () => {
setState(prev => ({
...prev,
periodType: prev.periodType === "rolling" ? "calendar" : "rolling",
}));
};
const toggleComparison = () => {
setState(prev => ({
...prev,
comparison: !prev.comparison,
}));
};
const setSelectedPeriodId = (selectedPeriodId: typeof state.selectedPeriodId) => {
setState(prev => ({ ...prev, selectedPeriodId }));
};
const setSelectedGroupKey = (groupKey: typeof state.selectedGroupKey) => {
setState(prev => ({ ...prev, selectedGroupKey: groupKey }));
};
return (
<DashboardView
{...props}
state={state}
setState={setState}
toggleMode={toggleMode}
togglePeriodType={togglePeriodType}
toggleComparison={toggleComparison}
setSelectedPeriodId={setSelectedPeriodId}
setSelectedGroupKey={setSelectedGroupKey}
/>
);
}

View File

@@ -3,132 +3,98 @@ import {
Box,
Container,
Grid,
Typography,
ToggleButton,
ToggleButtonGroup
ToggleButtonGroup,
Button
} from "@mui/material";
import { useTheme, alpha } from "@mui/material/styles";
import { GroupKey } from "../../features/report";
import { DashboardProps, DashboardState } from "./Dashboard.models";
interface ViewProps extends DashboardProps {
state: DashboardState;
setState: React.Dispatch<React.SetStateAction<DashboardState>>;
toggleMode: () => void;
togglePeriodType: () => void;
setSelectedPeriodId: (id: string | null) => void;
setSelectedGroupKey: (groupKey: GroupKey | null) => void;
toggleComparison: () => void;
}
import { DashboardViewProps } from "./Dashboard.models";
export default function DashboardView({
config,
data,
state,
setState,
toggleMode,
togglePeriodType,
toggleComparison,
setSelectedPeriodId,
setSelectedGroupKey,
}: ViewProps) {
stateSetters,
isFetching,
}: DashboardViewProps) {
const theme = useTheme();
const themeMode = theme.palette.mode;
const { mode, periodType, comparison, selectedPeriodId, selectedGroupKey } = state;
// Resolve colors with fallbacks
const colors = React.useMemo(() => {
const palette = config.style?.palette?.[mode];
const modeColors = palette ? palette[themeMode] : null;
const {
flow,
selectedGroupKey,
} = state;
if (modeColors) {
return {
primary: modeColors.primary,
light: modeColors.background || alpha(modeColors.primary, 0.1),
text: modeColors.text || (themeMode === 'light' ? theme.palette.text.primary : '#fff')
};
}
// Fallback to standard theme colors
const themeColor = mode === 'expense' ? theme.palette.error : theme.palette.success;
return {
primary: themeColor.main,
light: alpha(themeColor.main, themeMode === 'light' ? 0.08 : 0.15),
text: themeColor.main
};
}, [config.style?.palette, mode, themeMode, theme.palette]);
const colorScheme = flow === "outflows" ? theme.palette.flows.outflows : theme.palette.flows.inflows;
return (
<Container
sx={{
mt: 4,
mb: 4,
background: `linear-gradient(180deg, ${colors.light} 0%, transparent 100%)`,
background: `linear-gradient(180deg, ${alpha(colorScheme.primary, theme.palette.mode === "dark" ? 0.06 : 0.04)} 0%, transparent 100%)`,
borderRadius: 4,
p: 2,
transition: 'background 0.3s ease'
transition: "background 0.3s ease",
}}
>
<Box sx={{ display: "flex", justifyContent: "center", mb: 3 }}>
<Box
sx={{
display: "flex",
flexDirection: "column",
alignItems: "center",
mb: 3,
}}
>
<ToggleButtonGroup
value={mode}
value={flow}
exclusive
onChange={toggleMode}
onChange={stateSetters.toggleFlow}
sx={{
borderRadius: 3,
overflow: "hidden",
"& .MuiToggleButton-root": {
px: 3,
textTransform: "none",
color: "text.secondary"
color: "text.secondary",
},
"&.Mui-selected": {
bgcolor: colors.primary,
bgcolor: colorScheme.primary,
color: "white",
borderColor: colors.primary
borderColor: colorScheme.primary,
},
}}
>
<ToggleButton value="expense">Expenses</ToggleButton>
<ToggleButton value="income">Income</ToggleButton>
<ToggleButton value="outflows">Outflows</ToggleButton>
<ToggleButton value="inflows">Inflows</ToggleButton>
</ToggleButtonGroup>
{selectedGroupKey && Object.keys(selectedGroupKey).length > 0 && (
<Button
size="small"
sx={{ mt: 1, textTransform: "none" }}
onClick={() => stateSetters.setSelectedGroupKey(null)}
>
Clear Drill-down
</Button>
)}
</Box>
<Grid container spacing={4}>
{config.sections.map((section) => {
const Component = section.component;
return (
<Grid key={section.id} size={section.style?.size || 12 as any}>
{section.title && !section.isList && (
<Box sx={{ mb: 2 }}>
<Typography variant="h6" fontWeight={700}>
{section.title}
</Typography>
</Box>
)}
<Grid key={section.id} size={12}>
<Component
{...section.settings}
header={section.title}
summary={section.summary}
{...section}
reportData={data}
title={section.title}
accentColor={colors.primary}
colorScheme={colors}
// State management
mode={mode}
state={state}
stateSetters={stateSetters}
isFetching={isFetching}
periodType={periodType}
comparison={comparison}
selectedPeriodId={selectedPeriodId}
selectedGroupKey={selectedGroupKey}
togglePeriodType={togglePeriodType}
toggleComparison={toggleComparison}
setSelectedPeriodId={setSelectedPeriodId}
setSelectedGroupKey={setSelectedGroupKey}
colorScheme={colorScheme}
/>
</Grid>
);

View File

@@ -1,2 +1,2 @@
export { default } from "./Dashboard";
export { default } from "./Dashboard.view";
export * from "./Dashboard.models";

View File

@@ -9,15 +9,14 @@ import { ChartDataPoint } from "./HistoryChart.models";
// ─── Tab → PeriodKey ─────────────────────────────────────────
const TAB_TO_KEY: Record<string, PeriodKey> = {
Daily: "daily",
Weekly: "weekly",
Monthly: "monthly",
Yearly: "yearly",
"Financial Year": "fyly",
"All Time": "full",
"All Time": "all",
};
export function tabToKey(tab: string): PeriodKey {
return TAB_TO_KEY[tab] ?? "full";
return TAB_TO_KEY[tab] ?? "all";
}
// ─── Comparison ──────────────────────────────────────────────
@@ -27,10 +26,9 @@ function attachComparison(
key: PeriodKey
): ChartDataPoint[] {
const getCompareIndex = (i: number) => {
if (key === "daily") return i - 7;
if (key === "weekly") return i - 4;
if (key === "monthly") return i - 12;
if (key === "yearly") return i - 1;
if (key === "fyly") return i - 1;
return -1;
};
@@ -56,7 +54,7 @@ function attachComparison(
export function buildChartData(
reportData: ReportData,
key: PeriodKey,
mode: "expense" | "income",
flow: "outflows" | "inflows",
comparison: boolean
): ChartDataPoint[] {
const merged = mergeBucketPeriods(reportData.buckets, key);
@@ -64,7 +62,7 @@ export function buildChartData(
let points: ChartDataPoint[] = merged.map((p) => ({
id: p.id,
label: p.label,
amount: getAmount(p, mode),
amount: getAmount(p),
}));
if (comparison) {

View File

@@ -1,10 +1,3 @@
import {
DashboardMode,
DashboardPeriodType,
DashboardSelectedPeriodId
} from "../Dashboard";
import { ReportData } from "../../features/report";
export interface _ChartDataPoint {
id: string;
label: string;
@@ -15,26 +8,3 @@ export interface _ChartDataPoint {
export interface ChartDataPoint extends _ChartDataPoint {
compare?: _ChartDataPoint;
}
export interface HistoryChartProps {
header: string;
summary?: string;
tabs: string[];
reportData: ReportData;
colorScheme: {
primary: string;
light: string;
text: string;
};
mode: DashboardMode;
periodType: DashboardPeriodType;
selectedPeriodId: DashboardSelectedPeriodId;
comparison: boolean;
togglePeriodType: () => void;
setSelectedPeriodId: (id: string | null) => void;
toggleComparison: () => void;
}

View File

@@ -0,0 +1,21 @@
import * as React from "react";
import { ComponentProps } from "../Dashboard";
import { ChartDataPoint } from "./HistoryChart.models";
export interface HistoryChartProps extends ComponentProps {
settings: {
tabs: string[];
};
}
export interface HistoryChartViewProps extends HistoryChartProps {
activeTab: string;
setActiveTab: (v: string) => void;
currentData: ChartDataPoint[];
visibleData: ChartDataPoint[];
maxAmount: number;
visibleCount: number;
startIndex: number;
setStartIndex: React.Dispatch<React.SetStateAction<number>>;
activeDataKey: string;
}

View File

@@ -1,26 +1,31 @@
import * as React from "react";
import { HistoryChartProps } from "./HistoryChart.models";
import HistoryChartView from "./HistoryChart.view";
import { buildChartData, tabToKey } from "./HistoryChart.adapter";
import { HistoryChartProps } from "./HistoryChart.props";
export default function HistoryChart(props: HistoryChartProps) {
const {
tabs,
settings,
reportData,
mode,
comparison,
selectedPeriodId,
setSelectedPeriodId
state,
stateSetters,
isFetching,
} = props;
const { flow, comparison, selectedPeriodId } = state;
const { setSelectedPeriodId } = stateSetters;
const { tabs } = settings;
const [activeTab, setActiveTab] = React.useState<string>(tabs[0] || "");
const [startIndex, setStartIndex] = React.useState(0);
const activeDataKey = tabToKey(activeTab);
const currentData = React.useMemo(() => {
return buildChartData(reportData, activeDataKey, mode, comparison);
}, [reportData, activeDataKey, mode, comparison]);
return buildChartData(reportData, activeDataKey, flow, comparison);
}, [reportData, activeDataKey, flow, comparison]);
const maxAmount =
currentData.length > 0
@@ -35,11 +40,10 @@ export default function HistoryChart(props: HistoryChartProps) {
: 1;
const visibleCountMap = {
daily: 7,
weekly: 6,
monthly: 4,
yearly: 4,
fyly: 4,
full: 4,
all: 4,
};
const visibleCount = visibleCountMap[activeDataKey] ?? 4;

View File

@@ -11,49 +11,34 @@ import IconButton from "@mui/material/IconButton";
import ChevronLeftIcon from "@mui/icons-material/ChevronLeft";
import ChevronRightIcon from "@mui/icons-material/ChevronRight";
import {
ChartDataPoint,
HistoryChartProps,
} from "./HistoryChart.models";
HistoryChartViewProps,
} from "./HistoryChart.props";
import { formatDisplay } from "./HistoryChart.utils";
interface ViewProps extends HistoryChartProps {
activeTab: string;
setActiveTab: (v: string) => void;
currentData: ChartDataPoint[];
visibleData: ChartDataPoint[];
maxAmount: number;
visibleCount: number;
startIndex: number;
setStartIndex: React.Dispatch<React.SetStateAction<number>>;
activeDataKey: string;
}
export default function HistoryChartView({
title,
summary,
settings,
export default function HistoryChartView(props: ViewProps) {
const {
header,
summary,
tabs,
colorScheme,
state,
stateSetters,
isFetching,
mode,
periodType,
selectedPeriodId,
comparison,
colorScheme,
togglePeriodType,
setSelectedPeriodId,
toggleComparison,
activeTab,
setActiveTab,
currentData,
visibleData,
maxAmount,
visibleCount,
startIndex,
setStartIndex,
activeDataKey,
}: HistoryChartViewProps) {
activeTab,
setActiveTab,
currentData,
visibleData,
maxAmount,
visibleCount,
startIndex,
setStartIndex,
activeDataKey,
} = props;
const { flow, periodType, selectedPeriodId, comparison } = state;
const { togglePeriodType, setSelectedPeriodId, toggleComparison } = stateSetters;
const theme = useTheme();
const isDark = theme.palette.mode === "dark";
@@ -91,11 +76,14 @@ export default function HistoryChartView(props: ViewProps) {
boxShadow: "none",
border: "1px solid",
borderColor: "divider",
bgcolor: isDark ? "background.paper" : colorScheme.light,
bgcolor: isDark ? "background.paper" : colorScheme.surface,
opacity: isFetching ? 0.6 : 1,
transition: "opacity 0.3s ease",
pointerEvents: isFetching ? "none" : "auto",
}}
>
<Typography variant="h6" fontWeight={700} gutterBottom>
{header}
{title}
</Typography>
{summary && (
@@ -105,7 +93,7 @@ export default function HistoryChartView(props: ViewProps) {
)}
<ToggleButtonGroup value={activeTab} exclusive onChange={handleTabChange} fullWidth sx={{ mb: 4 }}>
{tabs.map((tab) => (
{settings.tabs.map((tab) => (
<ToggleButton key={tab} value={tab}>
{tab}
</ToggleButton>

View File

@@ -1,56 +1,21 @@
import { ReportData, Transaction, GroupKey } from "../../features/report";
import { ReportData, GroupKey } from "../../features/report";
import {
mergeBucketPeriods,
periodIdToKey,
formatCurrency,
filterBuckets,
extractFilteredTransactions,
} from "../report.helpers";
import { LatestItem } from "./LatestItems.models";
// ─── Transaction extraction ─────────────────────────────────
function extractTransactions(
reportData: ReportData,
selectedPeriodId: string | null,
selectedGroupKey: GroupKey | null,
mode: "expense" | "income"
): Transaction[] {
const buckets = filterBuckets(reportData.buckets, selectedGroupKey);
if (selectedPeriodId) {
const key = periodIdToKey(selectedPeriodId);
const periods = mergeBucketPeriods(buckets, key);
const selected = periods.find((p) => p.id === selectedPeriodId);
if (!selected) return [];
return mode === "expense"
? (selected.expenses.transactions || [])
: (selected.incomes.transactions || []);
}
const periods = mergeBucketPeriods(buckets, "full");
if (!periods.length) return [];
const full = periods[0];
return mode === "expense"
? (full.expenses.transactions || [])
: (full.incomes.transactions || []);
}
// ─── Main adapter ────────────────────────────────────────────
export function buildLatestItems(
reportData: ReportData,
selectedPeriodId: string | null,
selectedGroupKey: GroupKey | null,
mode: "expense" | "income"
selectedPeriodId: string | null | undefined,
selectedGroupKey: GroupKey | null | undefined,
flow: "outflows" | "inflows"
): LatestItem[] {
const txns = extractTransactions(reportData, selectedPeriodId, selectedGroupKey, mode);
const txns = extractFilteredTransactions(reportData, selectedPeriodId, selectedGroupKey);
return txns
.filter((t) => (mode === "expense" ? t.amount < 0 : t.amount >= 0))
.sort(
(a, b) =>
new Date(b.occurred_at).getTime() -

View File

@@ -5,10 +5,3 @@ export interface LatestItem {
amount: string;
timeAgo: string;
}
export interface LatestItemsViewProps {
items: LatestItem[];
accentColor: string;
canExpand: boolean;
onExpand: () => void;
}

View File

@@ -0,0 +1,10 @@
import { ComponentProps } from "../Dashboard";
import { LatestItem } from "./LatestItems.models";
export interface LatestItemsProps extends ComponentProps {}
export interface LatestItemsViewProps extends LatestItemsProps {
items: LatestItem[];
canExpand: boolean;
onExpand: () => void;
}

View File

@@ -1,42 +1,38 @@
import * as React from "react";
import { ReportData, GroupKey } from "../../features/report";
import { buildLatestItems } from "./LatestItems.adapter";
import LatestItemsView from "./LatestItems.view";
import { LatestItemsProps } from "./LatestItems.props";
type Props = {
reportData: ReportData;
mode: "expense" | "income";
selectedPeriodId: string | null;
selectedGroupKey?: GroupKey | null;
accentColor: string;
};
export default function LatestItems(props: LatestItemsProps) {
const {
reportData,
state,
stateSetters,
isFetching,
} = props;
export default function LatestItems({
reportData,
mode,
selectedPeriodId,
selectedGroupKey = null,
accentColor,
}: Props) {
const { flow, selectedPeriodId, selectedGroupKey } = state;
const [visibleCount, setVisibleCount] = React.useState(5);
const allItems = React.useMemo(() => {
return buildLatestItems(reportData, selectedPeriodId, selectedGroupKey, mode);
}, [reportData, selectedPeriodId, selectedGroupKey, mode]);
// Reset count when flow changes to start clean
React.useEffect(() => {
setVisibleCount(5);
}, [flow]);
const hasSelection = Boolean(selectedPeriodId) || Boolean(selectedGroupKey);
const allItems = React.useMemo(() => {
return buildLatestItems(reportData, selectedPeriodId, selectedGroupKey, flow);
}, [reportData, selectedPeriodId, selectedGroupKey, flow]);
const visibleItems = React.useMemo(() => {
if (!hasSelection) return allItems.slice(0, 5);
return allItems.slice(0, visibleCount);
}, [allItems, hasSelection, visibleCount]);
}, [allItems, visibleCount]);
const canExpand = hasSelection && visibleCount < allItems.length;
const canExpand = visibleCount < allItems.length;
return (
<LatestItemsView
{...props}
items={visibleItems}
accentColor={accentColor}
canExpand={canExpand}
onExpand={() => setVisibleCount((prev) => prev + 5)}
/>

View File

@@ -9,20 +9,25 @@ import {
Box,
IconButton,
} from "@mui/material";
import { alpha } from "@mui/material/styles";
import ExpandMoreIcon from "@mui/icons-material/ExpandMore";
import { LatestItemsViewProps } from "./LatestItems.models";
import { LatestItemsViewProps } from "./LatestItems.props";
export default function LatestItemsView({
items,
accentColor,
title,
canExpand,
onExpand,
isFetching,
colorScheme,
}: LatestItemsViewProps) {
const accentColor = colorScheme?.primary || "";
return (
<Box sx={{ width: "100%", bgcolor: "background.paper", borderRadius: 4, p: 2 }}>
<Box sx={{ width: "100%", bgcolor: "background.paper", borderRadius: 4, p: 2, opacity: isFetching ? 0.6 : 1, transition: "opacity 0.3s ease", pointerEvents: isFetching ? "none" : "auto" }}>
<Box sx={{ mb: 2, px: 2 }}>
<Typography variant="h6" fontWeight="bold">
Recent Transactions
{title}
</Typography>
</Box>
@@ -42,7 +47,7 @@ export default function LatestItemsView({
<Avatar
variant="rounded"
sx={{
bgcolor: `${accentColor}22`,
bgcolor: alpha(accentColor, 0.13),
width: 48,
height: 48,
borderRadius: 3,

View File

@@ -1,10 +0,0 @@
export interface ProgressCardProps {
header: string;
summary?: string;
progressAmount: number;
totalAmount: number;
colorTheme?: "primary" | "secondary" | "error" | "info" | "success" | "warning";
compact?: boolean;
selected?: boolean;
onClick?: () => void;
}

View File

@@ -0,0 +1,14 @@
import { ComponentProps } from "../Dashboard";
export interface ProgressCardProps extends ComponentProps {
settings: {
compact: boolean;
};
}
export interface ProgressCardViewProps extends ProgressCardProps {
progressAmount: number;
totalAmount: number;
selected: boolean;
onClick: () => void;
}

View File

@@ -1,25 +0,0 @@
import * as React from "react";
import ProgressCardView from "./ProgressCard.view";
import { ProgressCardProps } from "./ProgressCard.models";
import { getPercentage, formatCurrency } from "../report.helpers";
export default function ProgressCard(props: ProgressCardProps) {
const { progressAmount, totalAmount, compact = false } = props;
const percentage = getPercentage(progressAmount, totalAmount);
const formattedProgress = formatCurrency(progressAmount);
const formattedTotal = formatCurrency(totalAmount);
return (
<ProgressCardView
{...props}
percentage={percentage}
formattedProgress={formattedProgress}
formattedTotal={formattedTotal}
compact={compact}
selected={props.selected}
onClick={props.onClick}
/>
);
}

View File

@@ -8,91 +8,79 @@ import {
linearProgressClasses
} from "@mui/material";
import { useTheme, alpha } from "@mui/material/styles";
import { ProgressCardProps } from "./ProgressCard.models";
interface ViewProps extends ProgressCardProps {
percentage: number;
formattedProgress: string;
formattedTotal: string;
selected?: boolean;
onClick?: () => void;
}
import { getPercentage, formatCurrency } from "../report.helpers";
import { ProgressCardViewProps } from "./ProgressCard.props";
export default function ProgressCardView({
header,
colorTheme = "info",
percentage,
formattedProgress,
formattedTotal,
compact = false,
title,
settings,
isFetching,
colorScheme,
progressAmount,
totalAmount,
selected,
onClick,
}: ViewProps) {
}: ProgressCardViewProps) {
const theme = useTheme();
const isDark = theme.palette.mode === "dark";
const percentage = getPercentage(progressAmount, totalAmount);
const formattedProgress = formatCurrency(progressAmount);
const formattedTotal = formatCurrency(totalAmount);
return (
<Paper
elevation={compact ? 2 : 4}
elevation={settings.compact ? 2 : 4}
onClick={onClick}
sx={{
width: "100%",
p: compact ? { xs: 2.5, md: 3 } : { xs: 3, md: 4 },
borderRadius: compact ? 3 : 4,
cursor: onClick ? "pointer" : "default",
p: settings.compact ? { xs: 2.5, md: 3 } : { xs: 3, md: 4 },
borderRadius: settings.compact ? 3 : 4,
transform: selected ? "scale(1.02)" : "scale(1)",
transition: "transform 0.2s ease, box-shadow 0.2s ease",
background: (theme) => {
const baseColor = theme.palette[colorTheme]?.main || theme.palette.primary.main;
const lightColor = theme.palette[colorTheme]?.light || theme.palette.primary.light;
return isDark
? `linear-gradient(135deg, ${alpha(baseColor, 0.9)} 0%, ${alpha(baseColor, 0.3)} 100%)`
: `linear-gradient(135deg, ${baseColor} 0%, ${lightColor} 100%)`;
},
color: "#fff",
bgcolor: colorScheme.surface,
color: colorScheme.text,
display: "flex",
flexDirection: "column",
alignItems: compact ? "flex-start" : "center",
alignItems: settings.compact ? "flex-start" : "center",
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 ${
isDark
? "rgba(0,0,0,0.5)"
: theme.palette[colorTheme]?.main || theme.palette.primary.main
}`;
return selected
? `${baseShadow}, 0 0 0 2px ${theme.palette.background.paper}, 0 0 0 4px ${theme.palette[colorTheme]?.main || theme.palette.primary.main}`
: baseShadow;
},
border: selected
? `2px solid ${colorScheme.primary}`
: "1px solid",
borderColor: selected ? colorScheme.primary : "divider",
boxShadow: "none",
opacity: isFetching ? 0.6 : 1,
pointerEvents: isFetching ? "none" : "auto",
}}
>
<Typography
variant={compact ? "body2" : "subtitle1"}
fontWeight={700}
sx={{
opacity: 0.95,
mb: compact ? 1.5 : 2,
width: '100%',
overflow: 'hidden',
textOverflow: 'ellipsis',
whiteSpace: 'nowrap',
<Typography
variant={settings.compact ? "body2" : "subtitle1"}
fontWeight={700}
sx={{
opacity: 0.95,
mb: settings.compact ? 1.5 : 2,
width: "100%",
overflow: "hidden",
textOverflow: "ellipsis",
whiteSpace: "nowrap",
letterSpacing: 0.5,
textShadow: isDark ? '0 1px 2px rgba(0,0,0,0.3)' : 'none'
}}
>
{header}
{title}
</Typography>
<Box sx={{ mb: compact ? 2 : 3, width: '100%' }}>
<Box sx={{ mb: settings.compact ? 2 : 3, width: "100%" }}>
<Typography
variant={compact ? "h5" : "h3"}
variant={settings.compact ? "h5" : "h3"}
fontWeight={900}
sx={{ mb: 0.5, lineHeight: 1.2, textShadow: isDark ? '0 2px 4px rgba(0,0,0,0.3)' : 'none' }}
sx={{
mb: 0.5,
lineHeight: 1.2,
}}
>
{formattedProgress}
</Typography>
@@ -100,38 +88,38 @@ export default function ProgressCardView({
<Divider
sx={{
my: 1,
borderColor: "rgba(255,255,255,0.25)",
borderColor: "divider",
width: "100%",
}}
/>
<Typography
variant={compact ? "caption" : "body2"}
variant={settings.compact ? "caption" : "body2"}
sx={{
opacity: 0.85,
fontWeight: 500,
display: "block",
color: "rgba(255,255,255,0.9)"
color: alpha(colorScheme.text, 0.85),
}}
>
of {formattedTotal}
</Typography>
</Box>
<Box sx={{ width: "100%", mt: 'auto' }}>
<Box sx={{ width: "100%", mt: "auto" }}>
<LinearProgress
variant="determinate"
value={percentage}
sx={{
height: compact ? 6 : 10,
height: settings.compact ? 6 : 10,
borderRadius: 5,
[`&.${linearProgressClasses.colorPrimary}`]: {
backgroundColor: "rgba(0, 0, 0, 0.25)",
backgroundColor: alpha(theme.palette.divider, 0.5),
},
[`& .${linearProgressClasses.bar}`]: {
borderRadius: 5,
backgroundColor: "#fff",
boxShadow: '0 0 8px rgba(255,255,255,0.4)'
backgroundColor: colorScheme.primary,
boxShadow: `0 0 8px ${alpha(colorScheme.primary, 0.4)}`,
},
}}
/>

View File

@@ -0,0 +1,31 @@
import { GroupKey, ReportData } from "../../features/report";
import {
extractFilteredTransactions,
aggregateTransactions,
} from "../report.helpers";
export interface PayeeItem {
name: string;
amount: number;
}
export function extractTopPayees(
reportData: ReportData,
flow: "outflows" | "inflows",
selectedPeriodId?: string | null,
selectedGroupKey?: GroupKey | null
): { items: PayeeItem[]; total: number } {
const txns = extractFilteredTransactions(reportData, selectedPeriodId, selectedGroupKey);
const { items, total } = aggregateTransactions(txns, (txn) => {
if (txn.payee && txn.payee.name) {
return [txn.payee.name];
}
return [];
});
return {
items,
total,
};
}

View File

@@ -0,0 +1,83 @@
import * as React from "react";
import { Box, Paper, Typography } from "@mui/material";
import ProgressCardView from "./ProgressCard.view";
import { extractTopPayees } from "./TopPayees.adapter";
import { ProgressCardProps } from "./ProgressCard.props";
export default function TopPayees(props: ProgressCardProps) {
const {
title,
reportData,
state,
stateSetters,
isFetching,
} = props
const { flow, selectedPeriodId, selectedGroupKey } = state;
const { setSelectedGroupKey } = stateSetters;
const { items, total } = React.useMemo(() => {
return extractTopPayees(reportData, flow, selectedPeriodId, selectedGroupKey);
}, [reportData, flow, selectedPeriodId, selectedGroupKey]);
return (
<Paper
sx={{
p: { xs: 2.5, sm: 4 },
borderRadius: 4,
width: "100%",
boxShadow: "none",
border: "1px solid",
borderColor: "divider",
bgcolor: "background.paper",
opacity: isFetching ? 0.6 : 1,
transition: "opacity 0.3s ease",
pointerEvents: isFetching ? "none" : "auto",
}}
>
<Typography variant="h6" fontWeight={700} gutterBottom>
{title}
</Typography>
<Box
sx={{
display: "grid",
gridTemplateColumns: {
xs: "1fr",
sm: "repeat(2, 1fr)",
md: "repeat(4, 1fr)",
},
gap: 2,
}}
>
{items.map((item) => {
const isSelected = !!selectedGroupKey?.payee?.includes(item.name);
return (
<ProgressCardView
{...props}
key={item.name}
title={item.name}
progressAmount={item.amount}
totalAmount={total}
selected={isSelected}
onClick={() => {
if (setSelectedGroupKey) {
let newKey = selectedGroupKey ? { ...selectedGroupKey } : {};
if (isSelected) {
delete newKey.payee;
} else {
newKey.payee = [item.name];
}
setSelectedGroupKey(Object.keys(newKey).length ? newKey : null);
}
}}
/>
);
})}
</Box>
</Paper>
);
}

View File

@@ -1,32 +1,9 @@
import { ReportData } from "../../features/report";
import { ReportData, GroupKey } from "../../features/report";
import {
getAmount,
DecoratedPeriod,
extractFilteredTransactions,
aggregateTransactions,
} from "../report.helpers";
// ─── Helpers ─────────────────────────────────────────────────
function findPeriod(
periods: DecoratedPeriod[],
selectedPeriodId?: string | null
) {
if (!periods.length) return null;
if (selectedPeriodId) {
const match = periods.find((p) => p.id === selectedPeriodId);
if (match) return match;
}
// fallback → latest
return periods.reduce((latest, p) =>
new Date(p.start).getTime() > new Date(latest.start).getTime()
? p
: latest
);
}
// ─── Main adapter ────────────────────────────────────────────
export interface TagItem {
tag: string;
amount: number;
@@ -34,41 +11,21 @@ export interface TagItem {
export function extractTopTags(
reportData: ReportData,
mode: "expense" | "income",
selectedPeriodId?: string | null
flow: "outflows" | "inflows",
selectedPeriodId?: string | null,
selectedGroupKey?: GroupKey | null
): { items: TagItem[]; total: number } {
const tagMap = new Map<string, number>();
const txns = extractFilteredTransactions(reportData, selectedPeriodId, selectedGroupKey);
for (const bucket of reportData.buckets) {
const tags = bucket.group_key.tags;
if (!tags || tags.length === 0) continue;
// Prefer FULL if available
const fullPeriods = (bucket.periods.full || []) as DecoratedPeriod[];
const periodsToUse = selectedPeriodId
? (Object.values(bucket.periods).flat() as DecoratedPeriod[])
: fullPeriods;
const period = findPeriod(periodsToUse, selectedPeriodId);
if (!period) continue;
const amount = getAmount(period, mode);
for (const tag of tags) {
tagMap.set(tag, (tagMap.get(tag) || 0) + amount);
const { items, total } = aggregateTransactions(txns, (txn) => {
if (txn.tags && txn.tags.length > 0) {
return txn.tags.map((t) => (typeof t === "string" ? t : t.name));
}
}
return ["Untagged"];
});
const arr = Array.from(tagMap.entries()).map(([tag, amount]) => ({
tag,
amount,
}));
arr.sort((a, b) => b.amount - a.amount);
const top = arr.slice(0, 4);
const total = top.reduce((sum, t) => sum + t.amount, 0);
return { items: top, total };
return {
items: items.map((item) => ({ tag: item.name, amount: item.amount })),
total,
};
}

View File

@@ -1,61 +1,83 @@
import * as React from "react";
import { Box } from "@mui/material";
import { ReportData, GroupKey } from "../../features/report";
import ProgressCard from "./ProgressCard";
import { Box, Paper, Typography } from "@mui/material";
import ProgressCardView from "./ProgressCard.view";
import { extractTopTags } from "./TopTags.adapter";
import { ProgressCardProps } from "./ProgressCard.props";
type Props = {
reportData: ReportData;
mode: "expense" | "income";
selectedPeriodId?: string | null;
selectedGroupKey?: GroupKey | null;
setSelectedGroupKey?: (key: GroupKey | null) => void;
compact?: boolean;
};
export default function TopTags(props: ProgressCardProps) {
const {
title,
reportData,
state,
stateSetters,
isFetching,
} = props
const { flow, selectedPeriodId, selectedGroupKey } = state;
const { setSelectedGroupKey } = stateSetters;
export default function TopTags({
reportData,
mode,
selectedPeriodId,
selectedGroupKey,
setSelectedGroupKey,
compact = true,
}: Props) {
const { items, total } = React.useMemo(() => {
return extractTopTags(reportData, mode, selectedPeriodId);
}, [reportData, mode, selectedPeriodId]);
return extractTopTags(reportData, flow, selectedPeriodId, selectedGroupKey);
}, [reportData, flow, selectedPeriodId, selectedGroupKey]);
return (
<Box
<Paper
sx={{
display: "grid",
gridTemplateColumns: {
xs: "1fr",
sm: "repeat(2, 1fr)",
md: "repeat(4, 1fr)",
},
gap: 2,
p: { xs: 2.5, sm: 4 },
borderRadius: 4,
width: "100%",
boxShadow: "none",
border: "1px solid",
borderColor: "divider",
bgcolor: "background.paper",
opacity: isFetching ? 0.6 : 1,
transition: "opacity 0.3s ease",
pointerEvents: isFetching ? "none" : "auto",
}}
>
{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] });
}
}}
/>
);
})}
</Box>
<Typography variant="h6" fontWeight={700} gutterBottom>
{title}
</Typography>
<Box
sx={{
display: "grid",
gridTemplateColumns: {
xs: "1fr",
sm: "repeat(2, 1fr)",
md: "repeat(4, 1fr)",
},
gap: 2,
}}
>
{items.map((item) => {
const isSelected = !!selectedGroupKey?.tags?.includes(item.tag);
return (
<ProgressCardView
{...props}
key={item.tag}
title={item.tag}
progressAmount={item.amount}
totalAmount={total}
selected={isSelected}
onClick={() => {
if (setSelectedGroupKey) {
let newKey = selectedGroupKey ? { ...selectedGroupKey } : {};
if (isSelected) {
delete newKey.tags;
} else {
newKey.tags = [item.tag];
}
setSelectedGroupKey(Object.keys(newKey).length ? newKey : null);
}
}}
/>
);
})}
</Box>
</Paper>
);
}

View File

@@ -1,2 +1,2 @@
export { default } from "./ProgressCard";
export * from "./ProgressCard.models";
export { default } from "./ProgressCard.view";
export * from "./ProgressCard.props";

View File

@@ -2,11 +2,14 @@ import {
ReportPeriod,
ReportBucket,
GroupKey,
PeriodType,
ReportData,
Transaction,
} from "../features/report";
// ─── Types ────────────────────────────────────────────────────
export type PeriodKey = "weekly" | "monthly" | "yearly" | "fyly" | "full";
export type PeriodKey = PeriodType;
export type DecoratedPeriod = ReportPeriod & {
id: string;
@@ -16,11 +19,10 @@ export type DecoratedPeriod = ReportPeriod & {
// ─── Period helpers ───────────────────────────────────────────
const PREFIX_TO_KEY: Record<string, PeriodKey> = {
D: "daily",
W: "weekly",
M: "monthly",
Y: "yearly",
FY: "fyly",
FULL: "full",
ALL: "all",
};
/**
@@ -29,19 +31,16 @@ const PREFIX_TO_KEY: Record<string, PeriodKey> = {
*/
export function periodIdToKey(periodId: string): PeriodKey {
const prefix = periodId.split(":")[0];
return PREFIX_TO_KEY[prefix] ?? "full";
return PREFIX_TO_KEY[prefix] ?? "all";
}
// ─── Metric helpers ───────────────────────────────────────────
export function getAmount(
period: ReportPeriod,
mode: "expense" | "income"
): number {
return mode === "expense" ? period.expenses.sum : period.incomes.sum;
export function getAmount(period: ReportPeriod): number {
return period.metric.sum;
}
function mergeMetric(a: ReportPeriod["expenses"], b: ReportPeriod["expenses"]) {
function mergeMetric(a: ReportPeriod["metric"], b: ReportPeriod["metric"]) {
const sum = a.sum + b.sum;
const count = a.count + b.count;
@@ -78,14 +77,12 @@ export function mergeBucketPeriods(
if (!existing) {
map.set(p.id, {
...p,
expenses: { ...p.expenses },
incomes: { ...p.incomes },
metric: { ...p.metric },
});
} else {
map.set(p.id, {
...existing,
expenses: mergeMetric(existing.expenses, p.expenses),
incomes: mergeMetric(existing.incomes, p.incomes),
metric: mergeMetric(existing.metric, p.metric),
});
}
}
@@ -126,7 +123,7 @@ export function matchesGroupKey(
selected: GroupKey
): boolean {
for (const [dim, values] of Object.entries(selected)) {
const bucketValues = bucket.group_key[dim as keyof GroupKey];
const bucketValues = bucket.group_key[dim];
if (!bucketValues) return false;
if (!(values as string[]).every((v) => bucketValues.includes(v)))
return false;
@@ -145,3 +142,89 @@ export function filterBuckets(
if (!selectedGroupKey) return buckets;
return buckets.filter((b) => matchesGroupKey(b, selectedGroupKey));
}
export function extractFilteredTransactions(
reportData: ReportData,
selectedPeriodId: string | null | undefined,
selectedGroupKey: GroupKey | null | undefined
): Transaction[] {
let txns: Transaction[] = [];
if (selectedPeriodId) {
const key = periodIdToKey(selectedPeriodId);
const periods = mergeBucketPeriods(reportData.buckets, key);
const selected = periods.find((p) => p.id === selectedPeriodId);
txns = selected?.metric.transactions || [];
} else {
const periods = mergeBucketPeriods(reportData.buckets, "all");
if (periods.length > 0) {
const period = periods.reduce((latest, p) =>
new Date(p.start).getTime() > new Date(latest.start).getTime()
? p
: latest
, periods[0]);
txns = period?.metric.transactions || [];
}
}
if (selectedGroupKey) {
txns = txns.filter((txn) => {
let match = true;
if (selectedGroupKey.tags && selectedGroupKey.tags.length > 0) {
if (!txn.tags) {
match = false;
} else {
const txnTags = txn.tags.map((t: any) =>
typeof t === "string" ? t : t.name
);
if (
!selectedGroupKey.tags.every((selectedTag) =>
txnTags.includes(selectedTag)
)
) {
match = false;
}
}
}
if (match && selectedGroupKey.payee && selectedGroupKey.payee.length > 0) {
if (!txn.payee || !txn.payee.name) {
match = false;
} else {
if (!selectedGroupKey.payee.includes(txn.payee.name)) {
match = false;
}
}
}
return match;
});
}
return txns;
}
export function aggregateTransactions(
transactions: Transaction[],
keyExtractor: (txn: Transaction) => string[],
limit = 4
): { items: { name: string; amount: number }[]; total: number } {
const map = new Map<string, number>();
for (const txn of transactions) {
const keys = keyExtractor(txn);
for (const key of keys) {
map.set(key, (map.get(key) || 0) + txn.amount);
}
}
const items = Array.from(map.entries()).map(([name, amount]) => ({
name,
amount,
}));
items.sort((a, b) => b.amount - a.amount);
const top = items.slice(0, limit);
const total = top.reduce((sum, item) => sum + item.amount, 0);
return { items: top, total };
}

View File

@@ -2,6 +2,7 @@ import HistoryChart from "./components/HistoryChart";
import LatestItems from "./components/LatestItems";
import { DashboardConfig } from "./components/Dashboard";
import TopTags from "./components/ProgressCard/TopTags";
import TopPayees from "./components/ProgressCard/TopPayees";
export const configuration: DashboardConfig = {
sections: [
@@ -12,10 +13,6 @@ export const configuration: DashboardConfig = {
component: HistoryChart,
settings: {
tabs: ["Weekly", "Monthly"],
// tabs: ["Weekly", "Monthly", "Yearly", "Financial Year", "All Time"],
},
style: {
size: 12,
},
},
{
@@ -25,44 +22,19 @@ export const configuration: DashboardConfig = {
settings: {
compact: true,
},
style: {
size: 12,
},
{
id: "top-payees",
title: 'Top Payees',
component: TopPayees,
settings: {
compact: true,
},
},
{
id: "items",
title: 'Recent Transactions',
component: LatestItems,
style: {
size: 12,
},
},
],
style: {
palette: {
expense: {
light: {
primary: "#d32f2f",
background: "#fdecea",
text: "#b71c1c"
},
dark: {
primary: "#f44336",
background: "rgba(244, 67, 54, 0.15)",
text: "#ffcdd2"
}
},
income: {
light: {
primary: "#2e7d32",
background: "#e8f5e9",
text: "#1b5e20"
},
dark: {
primary: "#4caf50",
background: "rgba(76, 175, 80, 0.15)",
text: "#c8e6c9"
}
}
}
}
};

View File

@@ -0,0 +1,133 @@
export type FetchRequestStatus =
| "pending"
| "processing"
| "paused"
| "raw_expenses_done"
| "enriched_done"
| "completed"
| "failed";
export interface FileSource {
path: string;
format: string;
raw_lines?: string[];
txn_blocks?: Record<string, any>;
txn_dicts?: Record<string, any>[];
txn_dict_count?: number;
txn_dicts_count?: number;
}
export interface EmailSource {
format: string;
from_email?: string;
subject?: string;
raw_terms?: string[];
txn_dict_count?: number;
txn_dicts_count?: number;
}
export interface FetchRequestCreate {
source: FileSource | EmailSource;
account_name: string;
payor_username?: string;
start_date?: string;
end_date?: string;
}
export interface FetchRequestUpdate {
status?: FetchRequestStatus;
error_message?: string | null;
}
export interface FetchRequest extends FetchRequestCreate {
id: string;
status: FetchRequestStatus;
fingerprint: string;
completed_at?: string | null;
error_message?: string | null;
retry_count?: number;
created_at: string;
}
export interface UploadResult {
original_filename: string;
saved_as: string;
content_type: string;
url: string;
absolute_path: string;
}
export interface AmbiguityCandidate {
amount: number;
balance: number;
}
export interface PendingAmbiguity {
id: string;
fetch_request: string;
step_index?: number;
line: string;
ocr_amount: number;
ocr_balance: number;
prev_balance: number;
candidates: AmbiguityCandidate[];
chosen?: AmbiguityCandidate | null;
resolved_at?: string | null;
status: "pending" | "resolved";
created_at: string;
}
export interface ResolveAmbiguityPayload {
chosen: {
amount: number;
balance: number;
};
}
export type SSEEventStep =
| "load_content" | "raw_lines" | "txn_blocks" | "txn_dicts"
| "resume_extract" | "extract" | "paused" | "complete" | "enrich"
| "save_expenses" | "pipeline";
export type SSEEventStatus =
| "started" | "completed" | "skipped" | "paused" | "progress" | "failed";
export interface ProgressMessage {
lines?: number;
blocks?: number;
count?: number;
unit?: string;
raw_ocr_line?: string;
error?: string;
}
export interface SSEEvent {
step: SSEEventStep;
status: SSEEventStatus;
message: ProgressMessage;
}
export interface FetchRequestFilters {
status?: FetchRequestStatus[];
account_name?: string;
source_type?: "file" | "email";
}
export function formatApiError(err: any): string {
if (!err?.response) return err?.message || "Request failed";
const data = err.response.data;
const status = err.response.status;
if (status === 422 && Array.isArray(data?.detail)) {
return data.detail.map((d: any) => {
const field = d.loc?.filter((s: string) => s !== "body").pop() || "field";
if (d.type === "value_error.missing") return `Missing: ${field}`;
return `${field}: ${d.msg}`;
}).join("; ");
}
if (typeof data?.detail === "string") return data.detail;
return `Request failed (${status})`;
}
export const RETRY_MAX = 3;

View File

@@ -0,0 +1,23 @@
export type {
FetchRequest,
FetchRequestCreate,
FetchRequestUpdate,
FetchRequestStatus,
FetchRequestFilters,
FileSource,
EmailSource,
UploadResult,
PendingAmbiguity,
AmbiguityCandidate,
ResolveAmbiguityPayload,
SSEEvent,
SSEEventStep,
SSEEventStatus,
ProgressMessage,
} from "./fetch-requests.models";
export { RETRY_MAX, formatApiError } from "./fetch-requests.models";
export {
useUploadFile,
useFetchRequestAmbiguities,
useResolveAmbiguity,
} from "./useFetchRequests";

View File

@@ -0,0 +1,90 @@
import { useResourceByName } from "../../../react-openapi";
import { api } from "../../../react-openapi/api/client";
import { useMutation, useQuery, useQueryClient } from "@tanstack/react-query";
import type { ResolveAmbiguityPayload } from "./fetch-requests.models";
export function useFetchRequestsList(params?: {
status?: string;
account_name?: string;
source_type?: string;
}) {
const { useList } = useResourceByName("fetch-requests");
return useList(params);
}
export function useFetchRequest(id: string) {
const { useRead } = useResourceByName("fetch-requests");
return useRead(id);
}
export function useCreateFetchRequest() {
const { useCreate } = useResourceByName("fetch-requests");
return useCreate();
}
export function useUpdateFetchRequest() {
const { usePatch } = useResourceByName("fetch-requests");
return usePatch();
}
export function useDeleteFetchRequest() {
const { useDelete } = useResourceByName("fetch-requests");
return useDelete();
}
export function useUploadFile() {
return useMutation({
mutationFn: async (file: File) => {
const arrayBuffer = await file.arrayBuffer();
const binary = new Uint8Array(arrayBuffer);
const res = await api.post("/uploads", binary, {
headers: {
"Content-Type": file.type,
"Content-Disposition": `attachment; filename="${file.name}"`,
},
});
return res.data;
},
});
}
export function useFetchRequestAmbiguities(fetchRequestId: string) {
return useQuery({
queryKey: ["fetch-requests", fetchRequestId, "ambiguities"],
queryFn: async () => {
const res = await api.get(
`/fetch-requests/${fetchRequestId}/ambiguities`
);
return res.data;
},
enabled: !!fetchRequestId,
});
}
export function useResolveAmbiguity() {
const queryClient = useQueryClient();
return useMutation({
mutationFn: async ({
ambiguityId,
payload,
}: {
ambiguityId: string;
payload: ResolveAmbiguityPayload;
}) => {
const res = await api.post(
`/ambiguities/${ambiguityId}/resolve`,
payload
);
return res.data;
},
onSuccess: (data: any) => {
queryClient.invalidateQueries({
queryKey: ["fetch-requests", data.fetch_request, "ambiguities"],
});
queryClient.invalidateQueries({
queryKey: ["fetch-requests", "detail", data.fetch_request],
});
},
});
}

View File

@@ -0,0 +1,4 @@
export type {
ReportSnapshot,
ReportQuery,
} from "./report-snapshots.models";

View File

@@ -0,0 +1,15 @@
export interface ReportQuery {
accounts?: string[] | null;
ignore_self?: boolean | null;
start_date?: string | null;
end_date?: string | null;
min_amount?: number | null;
max_amount?: number | null;
}
export interface ReportSnapshot {
id: string;
snapshot_id: string;
created_at: string;
query?: ReportQuery;
}

View File

@@ -0,0 +1,16 @@
import { useResourceByName } from "../../../react-openapi";
export function useReportSnapshotsList() {
const { useList } = useResourceByName("reports");
return useList();
}
export function useCreateSnapshot() {
const { useCreate } = useResourceByName("reports");
return useCreate();
}
export function useDeleteSnapshot() {
const { useDelete } = useResourceByName("reports");
return useDelete();
}

View File

@@ -6,7 +6,9 @@ export type {
ReportData,
ReportBucket,
ReportPeriod,
ReportQuery,
GroupKey,
PeriodType,
} from './report.models'
export {
prepareReport

View File

@@ -1,29 +1,40 @@
export interface Payor {
id?: string;
name: string;
username: string;
email: string;
}
export interface Payee {
type: "merchant" | "person" | "transfer" | "other";
name: string;
}
export interface Account {
id: string;
name: string;
number: string;
type: "cash" | "bank" | "credit_card" | "wallet" | "other";
currency: string;
is_active?: boolean;
}
export interface Tag {
id: string;
name: string;
icon: string;
description: string;
parent_id?: string | null;
}
export interface Transaction {
id: string;
payor: Payor;
payee: Payee;
amount: number;
account: Account;
tags: Tag[];
occurred_at: Date;
occurred_at: string;
created_at: string;
}
// -----------------------------
@@ -41,12 +52,12 @@ export interface ReportMetric {
// Period
// -----------------------------
export interface ReportPeriod {
start: Date;
end: Date;
export type PeriodType = "daily" | "weekly" | "monthly" | "all";
expenses: ReportMetric;
incomes: ReportMetric;
export interface ReportPeriod {
start: string;
end: string;
metric: ReportMetric;
}
// -----------------------------
@@ -54,46 +65,48 @@ export interface ReportPeriod {
// -----------------------------
export type GroupKey = {
payee?: string[];
tags?: string[];
flow?: string[];
[dimension: string]: string[];
};
export interface ReportBucket {
group_key: GroupKey;
periods: {
daily?: ReportPeriod[];
weekly?: ReportPeriod[];
monthly?: ReportPeriod[];
yearly?: ReportPeriod[];
fyly?: ReportPeriod[];
full?: ReportPeriod[];
all?: ReportPeriod[];
};
}
// -----------------------------
// Report Query
// -----------------------------
export interface ReportQuery {
accounts?: string[] | null;
ignore_self?: boolean | null;
start_date?: string | null;
end_date?: string | null;
min_amount?: number | null;
max_amount?: number | null;
}
// -----------------------------
// Final Report
// -----------------------------
export interface ReportData {
periods: ("weekly" | "monthly" | "yearly" | "fyly" | "full")[];
snapshot_id?: string | null;
rolling: boolean;
report_date?: string;
flow?: "inflows" | "outflows" | null;
group_by: ("payee" | "tags")[];
periods: PeriodType[];
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;
payee?: string[] | null;
buckets: ReportBucket[];
query: ReportQuery;
}

View File

@@ -1,6 +1,7 @@
import {
ReportData,
ReportPeriod
ReportPeriod,
PeriodType,
} from "./report.models";
/* ---------- ID BUILDING ---------- */
@@ -13,7 +14,7 @@ function formatDate(d: Date): string {
}
function buildPeriodId(
type: "weekly" | "monthly" | "yearly" | "fyly" | "full",
type: PeriodType,
start: Date,
end: Date
): string {
@@ -21,16 +22,14 @@ function buildPeriodId(
const e = formatDate(end);
switch (type) {
case "daily":
return `D:${s}_${e}`;
case "weekly":
return `W:${s}_${e}`;
case "monthly":
return `M:${s}_${e}`;
case "yearly":
return `Y:${s}_${e}`;
case "fyly":
return `FY:${s}_${e}`;
case "full":
return `FULL:${s}_${e}`;
case "all":
return `ALL:${s}_${e}`;
default:
return `${s}_${e}`;
}
@@ -60,19 +59,15 @@ const yearFmt = new Intl.DateTimeFormat("en-GB", {
timeZone: "UTC",
});
function sameMonth(a: Date, b: Date) {
return (
a.getUTCFullYear() === b.getUTCFullYear() &&
a.getUTCMonth() === b.getUTCMonth()
);
}
function buildLabel(
type: "weekly" | "monthly" | "yearly" | "fyly" | "full",
type: PeriodType,
start: Date,
end: Date
): string {
switch (type) {
case "daily":
return dayFmt.format(start);
case "weekly": {
const sDay = start.getUTCDate();
const m = monthFmt.format(start);
@@ -82,15 +77,6 @@ function buildLabel(
case "monthly":
return `${monthFmt.format(start)} ${yearFmt.format(start)}`;
case "yearly":
return yearFmt.format(start);
case "fyly": {
const startY = start.getUTCFullYear();
const endY = end.getUTCFullYear();
return `FY ${startY}${String(endY).slice(-2)}`;
}
default:
return `${monthDayFmt.format(start)} - ${monthDayFmt.format(end)}`;
}
@@ -99,7 +85,7 @@ function buildLabel(
/* ---------- MAIN ---------- */
function decoratePeriods(
type: "weekly" | "monthly" | "yearly" | "fyly" | "full",
type: PeriodType,
periods: ReportPeriod[]
): (ReportPeriod & { id: string; label: string })[] {
return periods.map((p) => ({

View File

@@ -1,28 +1,21 @@
import { useResourceByName } from "../../../react-openapi";
export interface ReportParams {
periods?: ("weekly" | "monthly" | "yearly" | "fyly" | "full")[];
rolling?: boolean;
report_date?: string;
group_by?: ("payee" | "tags")[];
ignore_self?: boolean;
include_transactions?: boolean;
start_date?: string;
end_date?: string;
flow?: "expense" | "income";
snapshot_id?: string;
periods?: ("daily" | "weekly" | "monthly" | "all")[];
flow?: "inflows" | "outflows";
payee?: string[];
account?: string[];
tags?: string[];
min_amount?: number;
max_amount?: number;
}
export function useReport(params: ReportParams) {
const { useList } = useResourceByName("reports");
const { useRead } = useResourceByName("reports");
return useList({
...params,
periods: params.periods,
group_by: params.group_by,
});
return useRead(
params.snapshot_id ? params.snapshot_id : "latest",
{
...params,
periods: params.periods,
}
);
}

View File

@@ -12,14 +12,17 @@ import {
} from "@mui/material";
import Home from './Home';
import Dashboard from './Dashboard';
import { Admin, AppProvider } from '../react-openapi';
import FetchRequests from './FetchRequests';
import FetchRequestDetail from './FetchRequestDetail';
import ReportSnapshots from './ReportSnapshots';
import { Admin, AppProvider, defaultFieldComponents } from '../react-openapi';
import { configuration, profileConfiguration } from './openapi-config';
import { Buffer } from 'buffer';
import process from 'process';
import { AuthProvider } from "../react-auth";
import Header from './Header';
import Footer from './Footer';
import AppTheme from './AppTheme';
import AppTheme from './shared-theme/AppTheme';
window.Buffer = Buffer;
window.process = process;
@@ -33,6 +36,9 @@ const routerMapping = [
{ path: "/", component: Home, headerTitle: "Home" },
{ path: "/home", component: Home, headerTitle: "Home" },
{ path: "/dashboard", component: Dashboard, headerTitle: "Dashboard" },
{ path: "/fetch-requests", component: FetchRequests, headerTitle: "Fetch Requests" },
{ path: "/fetch-requests/:id", component: FetchRequestDetail, headerTitle: "Fetch Request" },
{ path: "/reports", component: ReportSnapshots, headerTitle: "Reports" },
{ path: "/admin/*", component: Admin, headerTitle: "Admin" },
];
@@ -54,7 +60,7 @@ root.render(
path={path}
element={
path.startsWith("/admin") ? (
<Component basePath="/admin" />
<Component basePath="/admin" fieldComponents={{ ...defaultFieldComponents }} />
) : (
<Component />
)

View File

@@ -1,22 +1,32 @@
import { ResourceOverride } from "../react-openapi/types/overrides";
import { ResourceOverride } from "../react-openapi";
export const configuration: Record<string, ResourceOverride> = {
expenses: {
filterOptions: {
mode: "client",
fields: ["account", "payee", "tags", "occurred_at", "amount"],
},
fields: {
payee: {
displayField: "name",
displayFormat: "{name}",
filterType: "autocomplete",
},
payor: {
display: false,
displayField: "username",
displayFormat: "{username}",
},
account: {
displayField: "name",
displayFormat: "{name}",
filterType: "multiselect",
refers: "accounts"
},
tags: {
displayField: ["name", "icon"],
displayFormat: "{icon} {name}",
filterType: "autocomplete",
refers: "tags"
},
occurred_at: {
filterType: "date-range",
formatter: (val: string) => {
const date = new Date(val);
const day = date.getDate();
@@ -34,15 +44,47 @@ export const configuration: Record<string, ResourceOverride> = {
return `${day}${suffix(day)} ${month} ${year}`;
}
},
amount: {
filterType: "number-range",
},
created_at: {
display: false
}
},
pagination: true,
},
reports: {
hidden: true
}
'fetch-requests': {
fields: {
format: {
path: 'source.format',
},
// account: {
// refers: 'accounts',
// },
// tags: {
// refers: 'tags',
// },
},
},
accounts: {
referenceOptions: {
enumOption: {
key: 'id',
value: '{name} - XX{number}',
},
autoComplete: true,
prefetch: true,
}
},
tags: {
referenceOptions: {
enumOption: {
key: 'id',
value: '{icon} {name}',
},
autoComplete: true,
prefetch: true,
}
},
};
export const profileConfiguration = {

View File

@@ -1,53 +1,103 @@
import * as React from 'react';
import { ThemeProvider, createTheme } from '@mui/material/styles';
import type { ThemeOptions } from '@mui/material/styles';
import { inputsCustomizations } from './customizations/inputs';
import { dataDisplayCustomizations } from './customizations/dataDisplay';
import { feedbackCustomizations } from './customizations/feedback';
import { navigationCustomizations } from './customizations/navigation';
import { surfacesCustomizations } from './customizations/surfaces';
import { colorSchemes, typography, shadows, shape } from './themePrimitives';
import * as React from "react";
import {
ThemeProvider,
createTheme,
CssBaseline,
Box,
} from "@mui/material";
interface AppThemeProps {
import { getDesignTokens } from "./themePrimitives";
import { getSemanticColors } from "./themeConfig";
import { inputsCustomizations } from "./customizations/inputs";
import { dataDisplayCustomizations } from "./customizations/dataDisplay";
import { feedbackCustomizations } from "./customizations/feedback";
import { navigationCustomizations } from "./customizations/navigation";
import { surfacesCustomizations } from "./customizations/surfaces";
export type ColorMode = "light" | "dark";
type ColorModeContextValue = {
mode: ColorMode;
setMode: (mode: ColorMode) => void;
toggleColorMode: () => void;
};
export const ColorModeContext =
React.createContext<ColorModeContextValue>({
mode: "light",
setMode: () => {},
toggleColorMode: () => {},
});
type AppThemeProps = {
children: React.ReactNode;
/**
* This is for the docs site. You can ignore it or remove it.
*/
disableCustomTheme?: boolean;
themeComponents?: ThemeOptions['components'];
}
defaultMode?: ColorMode;
};
export default function AppTheme({
children,
defaultMode = "light",
}: AppThemeProps) {
const [mode, setMode] =
React.useState<ColorMode>(defaultMode);
const toggleColorMode = React.useCallback(() => {
setMode((prev) =>
prev === "light" ? "dark" : "light"
);
}, []);
const contextValue = React.useMemo(
() => ({
mode,
setMode,
toggleColorMode,
}),
[mode, toggleColorMode]
);
const semantic = React.useMemo(
() => getSemanticColors(mode),
[mode]
);
const theme = React.useMemo(
() =>
createTheme({
...getDesignTokens(mode),
semantic,
components: {
...inputsCustomizations,
...dataDisplayCustomizations,
...feedbackCustomizations,
...navigationCustomizations,
...surfacesCustomizations,
},
}),
[mode, semantic]
);
export default function AppTheme(props: AppThemeProps) {
const { children, disableCustomTheme, themeComponents } = props;
const theme = React.useMemo(() => {
return disableCustomTheme
? {}
: createTheme({
// For more details about CSS variables configuration, see https://mui.com/material-ui/customization/css-theme-variables/configuration/
cssVariables: {
colorSchemeSelector: 'data-mui-color-scheme',
cssVarPrefix: 'template',
},
colorSchemes, // Recently added in v6 for building light & dark mode app, see https://mui.com/material-ui/customization/palette/#color-schemes
typography,
shadows,
shape,
components: {
...inputsCustomizations,
...dataDisplayCustomizations,
...feedbackCustomizations,
...navigationCustomizations,
...surfacesCustomizations,
...themeComponents,
},
});
}, [disableCustomTheme, themeComponents]);
if (disableCustomTheme) {
return <React.Fragment>{children}</React.Fragment>;
}
return (
<ThemeProvider theme={theme} disableTransitionOnChange>
{children}
</ThemeProvider>
<ColorModeContext.Provider value={contextValue}>
<ThemeProvider theme={theme}>
<CssBaseline />
<Box
sx={{
"--bg-page": semantic.surface.page,
"--bg-card": semantic.surface.card,
"--bg-elevated": semantic.surface.elevated,
"--border-default": semantic.border.default,
"--border-subtle": semantic.border.subtle,
"--text-primary": semantic.text.primary,
"--text-secondary": semantic.text.secondary,
"--text-muted": semantic.text.muted,
}}
>
{children}
</Box>
</ThemeProvider>
</ColorModeContext.Provider>
);
}

View File

@@ -1,89 +0,0 @@
import * as React from 'react';
import DarkModeIcon from '@mui/icons-material/DarkModeRounded';
import LightModeIcon from '@mui/icons-material/LightModeRounded';
import Box from '@mui/material/Box';
import IconButton, { IconButtonOwnProps } from '@mui/material/IconButton';
import Menu from '@mui/material/Menu';
import MenuItem from '@mui/material/MenuItem';
import { useColorScheme } from '@mui/material/styles';
export default function ColorModeIconDropdown(props: IconButtonOwnProps) {
const { mode, systemMode, setMode } = useColorScheme();
const [anchorEl, setAnchorEl] = React.useState<null | HTMLElement>(null);
const open = Boolean(anchorEl);
const handleClick = (event: React.MouseEvent<HTMLElement>) => {
setAnchorEl(event.currentTarget);
};
const handleClose = () => {
setAnchorEl(null);
};
const handleMode = (targetMode: 'system' | 'light' | 'dark') => () => {
setMode(targetMode);
handleClose();
};
if (!mode) {
return (
<Box
data-screenshot="toggle-mode"
sx={(theme) => ({
verticalAlign: 'bottom',
display: 'inline-flex',
width: '2.25rem',
height: '2.25rem',
borderRadius: (theme.vars || theme).shape.borderRadius,
border: '1px solid',
borderColor: (theme.vars || theme).palette.divider,
})}
/>
);
}
const resolvedMode = (systemMode || mode) as 'light' | 'dark';
const icon = {
light: <LightModeIcon />,
dark: <DarkModeIcon />,
}[resolvedMode];
return (
<React.Fragment>
<IconButton
data-screenshot="toggle-mode"
onClick={handleClick}
disableRipple
size="small"
aria-controls={open ? 'color-scheme-menu' : undefined}
aria-haspopup="true"
aria-expanded={open ? 'true' : undefined}
{...props}
>
{icon}
</IconButton>
<Menu
anchorEl={anchorEl}
id="account-menu"
open={open}
onClose={handleClose}
onClick={handleClose}
slotProps={{
paper: {
variant: 'outlined',
elevation: 0,
sx: {
my: '4px',
},
},
}}
transformOrigin={{ horizontal: 'right', vertical: 'top' }}
anchorOrigin={{ horizontal: 'right', vertical: 'bottom' }}
>
<MenuItem selected={mode === 'system'} onClick={handleMode('system')}>
System
</MenuItem>
<MenuItem selected={mode === 'light'} onClick={handleMode('light')}>
Light
</MenuItem>
<MenuItem selected={mode === 'dark'} onClick={handleMode('dark')}>
Dark
</MenuItem>
</Menu>
</React.Fragment>
);
}

View File

@@ -1,28 +0,0 @@
import * as React from 'react';
import { useColorScheme } from '@mui/material/styles';
import MenuItem from '@mui/material/MenuItem';
import Select, { SelectProps } from '@mui/material/Select';
export default function ColorModeSelect(props: SelectProps) {
const { mode, setMode } = useColorScheme();
if (!mode) {
return null;
}
return (
<Select
value={mode}
onChange={(event) =>
setMode(event.target.value as 'system' | 'light' | 'dark')
}
SelectDisplayProps={{
// @ts-ignore
'data-screenshot': 'toggle-mode',
}}
{...props}
>
<MenuItem value="system">System</MenuItem>
<MenuItem value="light">Light</MenuItem>
<MenuItem value="dark">Dark</MenuItem>
</Select>
);
}

View File

@@ -14,8 +14,8 @@ export const feedbackCustomizations: Components<Theme> = {
color: orange[500],
},
...theme.applyStyles('dark', {
backgroundColor: `${alpha(orange[900], 0.5)}`,
border: `1px solid ${alpha(orange[800], 0.5)}`,
backgroundColor: alpha(orange[900], 0.35),
border: `1px solid ${alpha(orange[800], 0.3)}`,
}),
}),
},

View File

@@ -125,15 +125,15 @@ export const inputsCustomizations: Components<Theme> = {
backgroundColor: gray[200],
},
...theme.applyStyles('dark', {
backgroundColor: gray[800],
borderColor: gray[700],
backgroundColor: 'hsla(0, 0%, 100%, 0.06)',
borderColor: (theme.vars || theme).palette.divider,
'&:hover': {
backgroundColor: gray[900],
borderColor: gray[600],
backgroundColor: 'hsla(0, 0%, 100%, 0.1)',
borderColor: 'hsla(0, 0%, 100%, 0.15)',
},
'&:active': {
backgroundColor: gray[900],
backgroundColor: 'hsla(0, 0%, 100%, 0.1)',
},
}),
},
@@ -183,12 +183,12 @@ export const inputsCustomizations: Components<Theme> = {
backgroundColor: gray[200],
},
...theme.applyStyles('dark', {
color: gray[50],
color: 'hsl(0, 0%, 92%)',
'&:hover': {
backgroundColor: gray[700],
backgroundColor: 'hsla(0, 0%, 100%, 0.08)',
},
'&:active': {
backgroundColor: alpha(gray[700], 0.7),
backgroundColor: 'hsla(0, 0%, 100%, 0.12)',
},
}),
},
@@ -241,14 +241,14 @@ export const inputsCustomizations: Components<Theme> = {
backgroundColor: gray[200],
},
...theme.applyStyles('dark', {
backgroundColor: gray[800],
borderColor: gray[700],
backgroundColor: 'hsla(0, 0%, 100%, 0.06)',
borderColor: (theme.vars || theme).palette.divider,
'&:hover': {
backgroundColor: gray[900],
borderColor: gray[600],
backgroundColor: 'hsla(0, 0%, 100%, 0.1)',
borderColor: 'hsla(0, 0%, 100%, 0.15)',
},
'&:active': {
backgroundColor: gray[900],
backgroundColor: 'hsla(0, 0%, 100%, 0.1)',
},
}),
variants: [
@@ -288,7 +288,7 @@ export const inputsCustomizations: Components<Theme> = {
[`& .${toggleButtonGroupClasses.selected}`]: {
color: '#fff',
},
boxShadow: `0 4px 16px ${alpha(brand[700], 0.5)}`,
boxShadow: `0 2px 8px ${alpha(brand[700], 0.3)}`,
}),
}),
},
@@ -302,7 +302,7 @@ export const inputsCustomizations: Components<Theme> = {
fontWeight: 500,
...theme.applyStyles('dark', {
color: gray[400],
boxShadow: '0 4px 16px rgba(0, 0, 0, 0.5)',
boxShadow: '0 2px 8px rgba(0, 0, 0, 0.25)',
[`&.${toggleButtonClasses.selected}`]: {
color: brand[300],
},

View File

@@ -49,9 +49,8 @@ export const navigationCustomizations: Components<Theme> = {
},
},
...theme.applyStyles('dark', {
background: gray[900],
boxShadow:
'hsla(220, 30%, 5%, 0.7) 0px 4px 16px 0px, hsla(220, 25%, 10%, 0.8) 0px 8px 16px -5px',
background: (theme.vars || theme).palette.background.paper,
boxShadow: '0 4px 16px rgba(0, 0, 0, 0.4), 0 8px 24px rgba(0, 0, 0, 0.3)',
}),
}),
},
@@ -84,17 +83,17 @@ export const navigationCustomizations: Components<Theme> = {
...theme.applyStyles('dark', {
borderRadius: (theme.vars || theme).shape.borderRadius,
borderColor: gray[700],
borderColor: (theme.vars || theme).palette.divider,
backgroundColor: (theme.vars || theme).palette.background.paper,
boxShadow: `inset 0 1px 0 1px ${alpha(gray[700], 0.15)}, inset 0 -1px 0 1px hsla(220, 0%, 0%, 0.7)`,
boxShadow: 'inset 0 1px 0 hsla(0, 0%, 100%, 0.05)',
'&:hover': {
borderColor: alpha(gray[700], 0.7),
borderColor: 'hsla(0, 0%, 100%, 0.15)',
backgroundColor: (theme.vars || theme).palette.background.paper,
boxShadow: 'none',
},
[`&.${selectClasses.focused}`]: {
outlineOffset: 0,
borderColor: gray[900],
borderColor: 'hsl(210, 55%, 55%)',
},
'&:before, &:after': {
display: 'none',
@@ -108,7 +107,7 @@ export const navigationCustomizations: Components<Theme> = {
display: 'flex',
alignItems: 'center',
'&:focus-visible': {
backgroundColor: gray[900],
backgroundColor: (theme.vars || theme).palette.background.default,
},
}),
}),
@@ -151,6 +150,7 @@ export const navigationCustomizations: Components<Theme> = {
styleOverrides: {
paper: ({ theme }) => ({
backgroundColor: (theme.vars || theme).palette.background.default,
borderRight: `1px solid ${(theme.vars || theme).palette.divider}`,
}),
},
},
@@ -204,8 +204,8 @@ export const navigationCustomizations: Components<Theme> = {
...theme.applyStyles('dark', {
':hover': {
color: (theme.vars || theme).palette.text.primary,
backgroundColor: gray[800],
borderColor: gray[700],
backgroundColor: alpha((theme.vars || theme).palette.common.white, 0.08),
borderColor: (theme.vars || theme).palette.divider,
},
[`&.${tabClasses.selected}`]: {
color: '#fff',

View File

@@ -40,7 +40,7 @@ export const surfacesCustomizations: Components<Theme> = {
'&:hover': { backgroundColor: gray[50] },
'&:focus-visible': { backgroundColor: 'transparent' },
...theme.applyStyles('dark', {
'&:hover': { backgroundColor: gray[800] },
'&:hover': { backgroundColor: alpha(theme.palette.common.white, 0.06) },
}),
}),
},
@@ -67,7 +67,7 @@ export const surfacesCustomizations: Components<Theme> = {
border: `1px solid ${(theme.vars || theme).palette.divider}`,
boxShadow: 'none',
...theme.applyStyles('dark', {
backgroundColor: gray[800],
backgroundColor: (theme.vars || theme).palette.background.paper,
}),
variants: [
{
@@ -79,7 +79,7 @@ export const surfacesCustomizations: Components<Theme> = {
boxShadow: 'none',
background: 'hsl(0, 0%, 100%)',
...theme.applyStyles('dark', {
background: alpha(gray[900], 0.4),
background: alpha((theme.vars || theme).palette.background.paper, 0.6),
}),
},
},

View File

@@ -0,0 +1,72 @@
import { gray } from "./themePrimitives";
import { alpha } from "@mui/material/styles";
declare module "@mui/material/styles" {
interface Theme {
semantic: SemanticColors;
}
interface ThemeOptions {
semantic?: SemanticColors;
}
}
export type SemanticColorMode = "light" | "dark";
export interface SemanticColors {
surface: {
page: string;
card: string;
elevated: string;
};
border: {
default: string;
subtle: string;
};
text: {
primary: string;
secondary: string;
muted: string;
};
}
const darkBg = 'hsl(0, 0%, 9%)';
const darkPaper = 'hsl(0, 0%, 14%)';
const darkElevated = 'hsl(0, 0%, 19%)';
export function getSemanticColors(mode: SemanticColorMode): SemanticColors {
if (mode === "dark") {
return {
surface: {
page: darkBg,
card: darkPaper,
elevated: darkElevated,
},
border: {
default: 'hsla(0, 0%, 100%, 0.08)',
subtle: 'hsla(0, 0%, 100%, 0.04)',
},
text: {
primary: 'hsl(0, 0%, 92%)',
secondary: 'hsl(0, 0%, 60%)',
muted: 'hsl(0, 0%, 45%)',
},
};
}
return {
surface: {
page: "hsl(0, 0%, 99%)",
card: "hsl(220, 35%, 97%)",
elevated: gray[100],
},
border: {
default: alpha(gray[300], 0.4),
subtle: alpha(gray[200], 0.3),
},
text: {
primary: gray[800],
secondary: gray[600],
muted: gray[500],
},
};
}

View File

@@ -23,6 +23,10 @@ declare module '@mui/material/styles' {
interface Palette {
baseShadow: string;
flows: {
outflows: { primary: string; surface: string; text: string };
inflows: { primary: string; surface: string; text: string };
};
}
}
@@ -52,7 +56,9 @@ export const gray = {
500: 'hsl(220, 20%, 42%)',
600: 'hsl(220, 20%, 35%)',
700: 'hsl(220, 20%, 25%)',
750: 'hsl(220, 20%, 18%)',
800: 'hsl(220, 30%, 6%)',
850: 'hsl(220, 22%, 11%)',
900: 'hsl(220, 35%, 3%)',
};
@@ -95,10 +101,14 @@ export const red = {
900: 'hsl(0, 93%, 6%)',
};
const darkBg = 'hsl(0, 0%, 9%)';
const darkPaper = 'hsl(0, 0%, 14%)';
const darkElevated = 'hsl(0, 0%, 19%)';
export const getDesignTokens = (mode: PaletteMode) => {
customShadows[1] =
mode === 'dark'
? 'hsla(220, 30%, 5%, 0.7) 0px 4px 16px 0px, hsla(220, 25%, 10%, 0.8) 0px 8px 16px -5px'
? '0 4px 16px rgba(0, 0, 0, 0.4), 0 8px 24px rgba(0, 0, 0, 0.3)'
: 'hsla(220, 30%, 5%, 0.07) 0px 4px 16px 0px, hsla(220, 25%, 10%, 0.07) 0px 8px 16px -5px';
return {
@@ -111,9 +121,9 @@ export const getDesignTokens = (mode: PaletteMode) => {
contrastText: brand[50],
...(mode === 'dark' && {
contrastText: brand[50],
light: brand[300],
main: brand[400],
dark: brand[700],
light: 'hsl(210, 50%, 65%)',
main: 'hsl(210, 55%, 55%)',
dark: 'hsl(210, 50%, 35%)',
}),
},
info: {
@@ -122,10 +132,10 @@ export const getDesignTokens = (mode: PaletteMode) => {
dark: brand[600],
contrastText: gray[50],
...(mode === 'dark' && {
contrastText: brand[300],
light: brand[500],
main: brand[700],
dark: brand[900],
contrastText: 'hsl(210, 30%, 80%)',
light: 'hsl(210, 40%, 50%)',
main: 'hsl(210, 35%, 40%)',
dark: 'hsl(210, 30%, 25%)',
}),
},
warning: {
@@ -133,9 +143,9 @@ export const getDesignTokens = (mode: PaletteMode) => {
main: orange[400],
dark: orange[800],
...(mode === 'dark' && {
light: orange[400],
main: orange[500],
dark: orange[700],
light: 'hsl(45, 60%, 55%)',
main: 'hsl(45, 55%, 45%)',
dark: 'hsl(45, 50%, 30%)',
}),
},
error: {
@@ -143,9 +153,9 @@ export const getDesignTokens = (mode: PaletteMode) => {
main: red[400],
dark: red[800],
...(mode === 'dark' && {
light: red[400],
main: red[500],
dark: red[700],
light: 'hsl(0, 55%, 60%)',
main: 'hsl(0, 55%, 50%)',
dark: 'hsl(0, 50%, 35%)',
}),
},
success: {
@@ -153,34 +163,46 @@ export const getDesignTokens = (mode: PaletteMode) => {
main: green[400],
dark: green[800],
...(mode === 'dark' && {
light: green[400],
main: green[500],
dark: green[700],
light: 'hsl(120, 40%, 55%)',
main: 'hsl(120, 40%, 45%)',
dark: 'hsl(120, 35%, 30%)',
}),
},
grey: {
...gray,
},
divider: mode === 'dark' ? alpha(gray[700], 0.6) : alpha(gray[300], 0.4),
divider: mode === 'dark' ? 'hsla(0, 0%, 100%, 0.08)' : alpha(gray[300], 0.4),
background: {
default: 'hsl(0, 0%, 99%)',
paper: 'hsl(220, 35%, 97%)',
...(mode === 'dark' && { default: gray[900], paper: 'hsl(220, 30%, 7%)' }),
...(mode === 'dark' && { default: darkBg, paper: darkPaper }),
},
text: {
primary: gray[800],
secondary: gray[600],
warning: orange[400],
...(mode === 'dark' && { primary: 'hsl(0, 0%, 100%)', secondary: gray[400] }),
...(mode === 'dark' && { primary: 'hsl(0, 0%, 92%)', secondary: 'hsl(0, 0%, 60%)' }),
},
action: {
hover: alpha(gray[200], 0.2),
selected: `${alpha(gray[200], 0.3)}`,
...(mode === 'dark' && {
hover: alpha(gray[600], 0.2),
selected: alpha(gray[600], 0.3),
hover: 'hsla(0, 0%, 100%, 0.06)',
selected: 'hsla(0, 0%, 100%, 0.1)',
}),
},
flows: {
outflows: {
primary: mode === 'dark' ? 'hsl(0, 55%, 60%)' : '#d32f2f',
surface: mode === 'dark' ? 'hsla(0, 35%, 25%, 0.6)' : '#fdecea',
text: mode === 'dark' ? 'hsl(0, 60%, 80%)' : '#b71c1c',
},
inflows: {
primary: mode === 'dark' ? 'hsl(120, 40%, 55%)' : '#2e7d32',
surface: mode === 'dark' ? 'hsla(120, 25%, 22%, 0.6)' : '#e8f5e9',
text: mode === 'dark' ? 'hsl(120, 40%, 78%)' : '#1b5e20',
},
},
},
typography: {
fontFamily: 'Inter, sans-serif',
@@ -285,6 +307,18 @@ export const colorSchemes = {
hover: alpha(gray[200], 0.2),
selected: `${alpha(gray[200], 0.3)}`,
},
flows: {
outflows: {
primary: '#d32f2f',
surface: '#fdecea',
text: '#b71c1c',
},
inflows: {
primary: '#2e7d32',
surface: '#e8f5e9',
text: '#1b5e20',
},
},
baseShadow:
'hsla(220, 30%, 5%, 0.07) 0px 4px 16px 0px, hsla(220, 25%, 10%, 0.07) 0px 8px 16px -5px',
},
@@ -293,49 +327,60 @@ export const colorSchemes = {
palette: {
primary: {
contrastText: brand[50],
light: brand[300],
main: brand[400],
dark: brand[700],
light: 'hsl(210, 50%, 65%)',
main: 'hsl(210, 55%, 55%)',
dark: 'hsl(210, 50%, 35%)',
},
info: {
contrastText: brand[300],
light: brand[500],
main: brand[700],
dark: brand[900],
contrastText: 'hsl(210, 30%, 80%)',
light: 'hsl(210, 40%, 50%)',
main: 'hsl(210, 35%, 40%)',
dark: 'hsl(210, 30%, 25%)',
},
warning: {
light: orange[400],
main: orange[500],
dark: orange[700],
light: 'hsl(45, 60%, 55%)',
main: 'hsl(45, 55%, 45%)',
dark: 'hsl(45, 50%, 30%)',
},
error: {
light: red[400],
main: red[500],
dark: red[700],
light: 'hsl(0, 55%, 60%)',
main: 'hsl(0, 55%, 50%)',
dark: 'hsl(0, 50%, 35%)',
},
success: {
light: green[400],
main: green[500],
dark: green[700],
light: 'hsl(120, 40%, 55%)',
main: 'hsl(120, 40%, 45%)',
dark: 'hsl(120, 35%, 30%)',
},
grey: {
...gray,
},
divider: alpha(gray[700], 0.6),
divider: 'hsla(0, 0%, 100%, 0.08)',
background: {
default: gray[900],
paper: 'hsl(220, 30%, 7%)',
default: darkBg,
paper: darkPaper,
},
text: {
primary: 'hsl(0, 0%, 100%)',
secondary: gray[400],
primary: 'hsl(0, 0%, 92%)',
secondary: 'hsl(0, 0%, 60%)',
},
action: {
hover: alpha(gray[600], 0.2),
selected: alpha(gray[600], 0.3),
hover: 'hsla(0, 0%, 100%, 0.06)',
selected: 'hsla(0, 0%, 100%, 0.1)',
},
baseShadow:
'hsla(220, 30%, 5%, 0.7) 0px 4px 16px 0px, hsla(220, 25%, 10%, 0.8) 0px 8px 16px -5px',
flows: {
outflows: {
primary: 'hsl(0, 55%, 60%)',
surface: 'hsla(0, 35%, 25%, 0.6)',
text: 'hsl(0, 60%, 80%)',
},
inflows: {
primary: 'hsl(120, 40%, 55%)',
surface: 'hsla(120, 25%, 22%, 0.6)',
text: 'hsl(120, 40%, 78%)',
},
},
baseShadow: '0 4px 16px rgba(0, 0, 0, 0.4), 0 8px 24px rgba(0, 0, 0, 0.3)',
},
},
};