cleanup

react-openapi/hooks/useResource.ts

@@ -1,4 +1,4 @@
-import { useQuery, useMutation, useQueryClient, keepPreviousData } from "@tanstack/react-query";
+import { useQuery, useMutation, useQueryClient } from "@tanstack/react-query";
 import { api } from "../api/client";
 import { ResourceConfig } from "../types/config";
 import { ConfigContext } from "../providers/ConfigContext";
@@ -26,7 +26,6 @@ export function useResource<T = any>(config: ResourceConfig | undefined) {
         };
       },
       enabled: !!endpoint,
-      placeholderData: keepPreviousData,
     });
 
   // --- READ ONE ---

src/Dashboard.tsx

@@ -3,15 +3,10 @@ import {
   Box,
   Container,
   CircularProgress,
-  Alert,
+  Alert
-  TextField,
-  Paper,
-  Autocomplete,
-  Button
 } from "@mui/material";
 
 import ConfigurableDashboard from "./components/Dashboard";
-import { DashboardState } from "./components/Dashboard";
 import { configuration } from "./dashboard-config";
 import {
   useReport,
@@ -19,65 +14,18 @@ import {
 } from "./features/report";
 
 export default function Dashboard() {
-  const [flow, setFlow] = React.useState<"outflows" | "inflows">("outflows");
-
-  const [appliedPayees, setAppliedPayees] = React.useState<string[]>([]);
-  const [appliedTags, setAppliedTags] = React.useState<string[]>([]);
-
-  const [payeeInput, setPayeeInput] = React.useState<string[]>([]);
-  const [tagsInput, setTagsInput] = React.useState<string[]>([]);
-
-  const [loadedPayees, setLoadedPayees] = React.useState<string[]>([]);
-  const [loadedTags, setLoadedTags] = React.useState<string[]>([]);
-
   const report = useReport({
-    periods: ["daily", "weekly", "monthly", "all"],
+    periods: ["weekly", "monthly", "full"],
-    flow: flow,
+    rolling: true,
-    payee: appliedPayees.length > 0 ? appliedPayees : undefined,
+    include_transactions: true,
-    tags: appliedTags.length > 0 ? appliedTags : undefined,
+    group_by: ["tags"],
-  });
+  })
-
-  React.useEffect(() => {
-    if (report.data?.data) {
-      setLoadedPayees(prev => {
-        const pSet = new Set<string>(prev);
-        report.data.data.buckets.forEach((b: any) => {
-          Object.values(b.periods).forEach((periodArray: any) => {
-            periodArray?.forEach((p: any) => {
-              p.metric?.transactions?.forEach((t: any) => {
-                if (t.payee?.name) pSet.add(t.payee.name);
-              });
-            });
-          });
-        });
-        return Array.from(pSet).sort();
-      });
-
-      setLoadedTags(prev => {
-        const tSet = new Set<string>(prev);
-        report.data.data.buckets.forEach((b: any) => {
-          Object.values(b.periods).forEach((periodArray: any) => {
-            periodArray?.forEach((p: any) => {
-              p.metric?.transactions?.forEach((t: any) => {
-                t.tags?.forEach((tag: any) => tSet.add(tag.name || tag));
-              });
-            });
-          });
-        });
-        return Array.from(tSet).sort();
-      });
-    }
-  }, [report.data?.data]);
 
   const isLoading = report.isLoading;
   const error = report.error;
 
-  /** Callback for the ConfigurableDashboard's flow toggle */
-  const handleFlowChange = React.useCallback((newState: DashboardState) => {
-    setFlow(newState.flow);
-  }, []);
 
-  if (isLoading && !report.data) {
+  if (isLoading) {
     return (
       <Box sx={{ display: "flex", justifyContent: "center", alignItems: "center", height: "60vh" }}>
         <CircularProgress />
@@ -93,76 +41,15 @@ export default function Dashboard() {
     );
   }
 
-  if (!report.data) {
+  if (!report) {
     return null;
   }
 
-  const data = prepareReport(report.data.data);
+  const data = prepareReport(report.data?.data);
   return (
-    <Box>
+    <ConfigurableDashboard
-      <Container>
+      config={configuration}
-        <Paper 
+      data={data}
-          sx={{ 
+    />
-            mt: 4, 
-            p: 2, 
-            display: "flex", 
-            flexDirection: { xs: "column", sm: "row" },
-            gap: 2, 
-            alignItems: { xs: "stretch", sm: "flex-end" }, 
-            borderRadius: 4,
-            mb: -2 // pull up to be closer to the dashboard container below
-          }} 
-          elevation={0} 
-          variant="outlined"
-        >
-          <Box sx={{ display: 'flex', flexDirection: 'column', flex: 1, minWidth: { sm: 250 } }}>
-            <Box sx={{ typography: 'caption', mb: 1, color: 'text.secondary' }}>
-              Filter by Payee
-            </Box>
-            <Autocomplete
-              multiple
-              freeSolo
-              options={loadedPayees}
-              value={payeeInput}
-              onChange={(_, val) => setPayeeInput(val as string[])}
-              renderInput={(params) => <TextField {...params} placeholder="Add payees..." />}
-              sx={{ '& .MuiOutlinedInput-root': { height: 'auto', minHeight: '2.5rem', py: 0.5 } }}
-            />
-          </Box>
-          <Box sx={{ display: 'flex', flexDirection: 'column', flex: 1, minWidth: { sm: 250 } }}>
-            <Box sx={{ typography: 'caption', mb: 1, color: 'text.secondary' }}>
-              Filter by Tags
-            </Box>
-            <Autocomplete
-              multiple
-              freeSolo
-              options={loadedTags}
-              value={tagsInput}
-              onChange={(_, val) => setTagsInput(val as string[])}
-              renderInput={(params) => <TextField {...params} placeholder="Add tags..." />}
-              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 }}
-          >
-            Apply
-          </Button>
-        </Paper>
-      </Container>
-      <ConfigurableDashboard
-        config={configuration}
-        data={data}
-        isFetching={report.isFetching}
-        onFlowChange={handleFlowChange}
-      />
-    </Box>
   );
 }

src/components/Dashboard/Dashboard.models.ts

@@ -1,18 +1,16 @@
 import * as React from "react";
 import {
-  ReportData,
+  ReportData
-  GroupKey,
 } from "../../features/report";
 
-export type DashboardFlow = "outflows" | "inflows";
+export type DashboardMode = "expense" | "income";
 export type DashboardPeriodType = "rolling" | "calendar";
 export type DashboardSelectedPeriodId = string | null;
 
 export interface DashboardState {
-  flow: DashboardFlow;
+  mode: DashboardMode;
   periodType: DashboardPeriodType;
   selectedPeriodId: DashboardSelectedPeriodId;
-  selectedGroupKey: GroupKey | null;
   comparison: boolean;
 }
 
@@ -43,13 +41,11 @@ export interface ThemeAwarePalette {
 export interface DashboardConfig {
   sections: DashboardSection[];
   style?: {
-    palette?: Record<DashboardFlow, ThemeAwarePalette>;
+    palette?: Record<DashboardMode, ThemeAwarePalette>;
   };
 }
 
 export interface DashboardProps {
   config: DashboardConfig;
   data: ReportData;
-  isFetching?: boolean;
-  onFlowChange?: (state: DashboardState) => void;
 }

src/components/Dashboard/Dashboard.tsx

@@ -4,27 +4,17 @@ import { DashboardProps, DashboardState } from "./Dashboard.models";
 
 export default function Dashboard(props: DashboardProps) {
   const [state, setState] = React.useState<DashboardState>({
-    flow: "outflows",
+    mode: "expense",
     periodType: "rolling",
     selectedPeriodId: null,
-    selectedGroupKey: null,
     comparison: false,
   });
 
-  const toggleFlow = (
+  const toggleMode = () => {
-    event: React.MouseEvent<HTMLElement>,
+    setState(prev => ({
-    newFlow: "outflows" | "inflows" | null
+      ...prev,
-  ) => {
+      mode: prev.mode === "expense" ? "income" : "expense",
-    if (newFlow === null) return;
+    }));
-
-    setState(prev => {
-      if (prev.flow === newFlow) return prev;
-
-      const next = { ...prev, flow: newFlow };
-      props.onFlowChange?.(next);
-
-      return next;
-    });
   };
 
   const togglePeriodType = () => {
@@ -45,20 +35,15 @@ export default function Dashboard(props: DashboardProps) {
     setState(prev => ({ ...prev, selectedPeriodId }));
   };
 
-  const setSelectedGroupKey = (groupKey: typeof state.selectedGroupKey) => {
-    setState(prev => ({ ...prev, selectedGroupKey: groupKey }));
-  };
-
   return (
     <DashboardView
       {...props}
       state={state}
       setState={setState}
-      toggleFlow={toggleFlow}
+      toggleMode={toggleMode}
       togglePeriodType={togglePeriodType}
       toggleComparison={toggleComparison}
       setSelectedPeriodId={setSelectedPeriodId}
-      setSelectedGroupKey={setSelectedGroupKey}
     />
   );
 }

src/components/Dashboard/Dashboard.view.tsx

@@ -5,20 +5,17 @@ import {
   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>>;
-  toggleFlow: (event: React.MouseEvent<HTMLElement>, newFlow: "outflows" | "inflows" | null) => void;
+  toggleMode: () => void;
   togglePeriodType: () => void;
   setSelectedPeriodId: (id: string | null) => void;
-  setSelectedGroupKey: (groupKey: GroupKey | null) => void;
   toggleComparison: () => void;
 }
 
@@ -27,19 +24,18 @@ export default function DashboardView({
   data,
   state,
   setState,
-  toggleFlow,
+  toggleMode,
   togglePeriodType,
   toggleComparison,
   setSelectedPeriodId,
-  setSelectedGroupKey,
 }: ViewProps) {
   const theme = useTheme();
   const themeMode = theme.palette.mode;
-  const { flow, periodType, comparison, selectedPeriodId, selectedGroupKey } = state;
+  const { mode, periodType, comparison, selectedPeriodId } = state;
 
   // Resolve colors with fallbacks
   const colors = React.useMemo(() => {
-    const palette = config.style?.palette?.[flow];
+    const palette = config.style?.palette?.[mode];
     const modeColors = palette ? palette[themeMode] : null;
 
     if (modeColors) {
@@ -51,13 +47,13 @@ export default function DashboardView({
     }
 
     // Fallback to standard theme colors
-    const themeColor = flow === 'outflows' ? theme.palette.error : theme.palette.success;
+    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, flow, themeMode, theme.palette]);
+  }, [config.style?.palette, mode, themeMode, theme.palette]);
 
   return (
     <Container
@@ -70,11 +66,11 @@ export default function DashboardView({
         transition: 'background 0.3s ease'
       }}
     >
-      <Box sx={{ display: "flex", flexDirection: "column", alignItems: "center", mb: 3 }}>
+      <Box sx={{ display: "flex", justifyContent: "center", mb: 3 }}>
         <ToggleButtonGroup
-          value={flow}
+          value={mode}
           exclusive
-          onChange={toggleFlow}
+          onChange={toggleMode}
           sx={{
             borderRadius: 3,
             overflow: "hidden",
@@ -90,19 +86,9 @@ export default function DashboardView({
             },
           }}
         >
-          <ToggleButton value="outflows">Outflows</ToggleButton>
+          <ToggleButton value="expense">Expenses</ToggleButton>
-          <ToggleButton value="inflows">Inflows</ToggleButton>
+          <ToggleButton value="income">Income</ToggleButton>
         </ToggleButtonGroup>
-
-        {selectedGroupKey && Object.keys(selectedGroupKey).length > 0 && (
-          <Button 
-            size="small" 
-            sx={{ mt: 1, textTransform: "none" }}
-            onClick={() => setSelectedGroupKey(null)}
-          >
-            Clear Drill-down
-          </Button>
-        )}
       </Box>
 
       <Grid container spacing={4}>
@@ -111,6 +97,14 @@ export default function DashboardView({
           
           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>
+              )}
+
               <Component
                 {...section.settings}
                 header={section.title}
@@ -121,18 +115,15 @@ export default function DashboardView({
                 colorScheme={colors}
 
                 // State management
-                flow={flow}
+                mode={mode}
 
                 periodType={periodType}
                 comparison={comparison}
                 selectedPeriodId={selectedPeriodId}
-                selectedGroupKey={selectedGroupKey}
 
                 togglePeriodType={togglePeriodType}
                 toggleComparison={toggleComparison}
                 setSelectedPeriodId={setSelectedPeriodId}
-                setSelectedGroupKey={setSelectedGroupKey}
-                isFetching={arguments[0].isFetching}
               />
             </Grid>
           );

src/components/HistoryChart/HistoryChart.adapter.ts

@@ -1,73 +0,0 @@
-import { ReportData } from "../../features/report";
-import {
-  mergeBucketPeriods,
-  getAmount,
-  PeriodKey,
-} from "../report.helpers";
-import { ChartDataPoint } from "./HistoryChart.models";
-
-// ─── Tab → PeriodKey ─────────────────────────────────────────
-
-const TAB_TO_KEY: Record<string, PeriodKey> = {
-  Daily: "daily",
-  Weekly: "weekly",
-  Monthly: "monthly",
-  "All Time": "all",
-};
-
-export function tabToKey(tab: string): PeriodKey {
-  return TAB_TO_KEY[tab] ?? "all";
-}
-
-// ─── Comparison ──────────────────────────────────────────────
-
-function attachComparison(
-  points: ChartDataPoint[],
-  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;
-    return -1;
-  };
-
-  return points.map((p, i) => {
-    const ci = getCompareIndex(i);
-
-    return {
-      ...p,
-      compare:
-        ci >= 0 && points[ci]
-          ? {
-              id: points[ci].id,
-              label: points[ci].label,
-              amount: points[ci].amount,
-            }
-          : undefined,
-    };
-  });
-}
-
-// ─── Main adapter ────────────────────────────────────────────
-
-export function buildChartData(
-  reportData: ReportData,
-  key: PeriodKey,
-  flow: "outflows" | "inflows",
-  comparison: boolean
-): ChartDataPoint[] {
-  const merged = mergeBucketPeriods(reportData.buckets, key);
-
-  let points: ChartDataPoint[] = merged.map((p) => ({
-    id: p.id,
-    label: p.label,
-    amount: getAmount(p),
-  }));
-
-  if (comparison) {
-    points = attachComparison(points, key);
-  }
-
-  return points;
-}

src/components/HistoryChart/HistoryChart.models.ts

@@ -1,5 +1,5 @@
 import {
-  DashboardFlow,
+  DashboardMode,
   DashboardPeriodType,
   DashboardSelectedPeriodId
 } from "../Dashboard";
@@ -29,7 +29,7 @@ export interface HistoryChartProps {
     text: string;
   };
 
-  flow: DashboardFlow;
+  mode: DashboardMode;
   periodType: DashboardPeriodType;
   selectedPeriodId: DashboardSelectedPeriodId;
   comparison: boolean;
@@ -37,6 +37,4 @@ export interface HistoryChartProps {
   togglePeriodType: () => void;
   setSelectedPeriodId: (id: string | null) => void;
   toggleComparison: () => void;
-
-  isFetching?: boolean;
 }

src/components/HistoryChart/HistoryChart.tsx

@@ -1,13 +1,133 @@
 import * as React from "react";
-import { HistoryChartProps } from "./HistoryChart.models";
+import { HistoryChartProps, ChartDataPoint } from "./HistoryChart.models";
 import HistoryChartView from "./HistoryChart.view";
-import { buildChartData, tabToKey } from "./HistoryChart.adapter";
+import { ReportPeriod } from "../../features/report";
+
+type DecoratedPeriod = ReportPeriod & {
+  id: string;
+  label: string;
+};
+
+const TAB_TO_KEY: Record<string, "weekly" | "monthly" | "yearly" | "fyly" | "full"> = {
+  Weekly: "weekly",
+  Monthly: "monthly",
+  Yearly: "yearly",
+  'Financial Year': "fyly",
+  'All Time': "full"
+};
+
+function getAmount(p: ReportPeriod, mode: "expense" | "income") {
+  return mode === "expense" ? p.expenses.sum : p.incomes.sum;
+}
+
+function mergeMetric(a: any, b: any) {
+  const sum = a.sum + b.sum;
+  const count = a.count + b.count;
+
+  return {
+    ...a,
+    sum,
+    count,
+    average: count > 0 ? sum / count : 0,
+    transactions: a.transactions || b.transactions
+      ? [
+          ...(a.transactions || []),
+          ...(b.transactions || [])
+        ]
+      : undefined
+  };
+}
+
+function mergeBuckets(
+  buckets: any[],
+  key: "weekly" | "monthly" | "yearly" | "fyly" | "full"
+): DecoratedPeriod[] {
+  const map = new Map<string, DecoratedPeriod>();
+
+  for (const bucket of buckets) {
+    const periods = (bucket.periods[key] || []) as DecoratedPeriod[];
+
+    for (const p of periods) {
+      const existing = map.get(p.id);
+
+      if (!existing) {
+        map.set(p.id, {
+          ...p,
+          expenses: { ...p.expenses },
+          incomes: { ...p.incomes }
+        });
+      } else {
+        map.set(p.id, {
+          ...existing,
+          expenses: mergeMetric(existing.expenses, p.expenses),
+          incomes: mergeMetric(existing.incomes, p.incomes)
+        });
+      }
+    }
+  }
+
+  return Array.from(map.values()).sort(
+    (a, b) => new Date(a.start).getTime() - new Date(b.start).getTime()
+  );
+}
+
+function attachComparison(
+  points: ChartDataPoint[],
+  key: "weekly" | "monthly" | "yearly" | "fyly" | "full"
+): ChartDataPoint[] {
+  const getCompareIndex = (i: number) => {
+    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;
+  };
+
+  return points.map((p, i) => {
+    const ci = getCompareIndex(i);
+
+    return {
+      ...p,
+      compare:
+        ci >= 0 && points[ci]
+          ? {
+              id: points[ci].id,
+              label: points[ci].label,
+              amount: points[ci].amount
+            }
+          : undefined
+    };
+  });
+}
+
+function buildChartData(
+  reportData: HistoryChartProps["reportData"],
+  key: "weekly" | "monthly" | "yearly" | "fyly" | "full",
+  mode: "expense" | "income",
+  comparison: boolean
+): ChartDataPoint[] {
+  const merged = mergeBuckets(reportData.buckets, key);
+  console.log("Merged periods:", merged);
+
+  let points: ChartDataPoint[] = merged.map((p) => ({
+    id: p.id,
+    label: p.label,
+    amount: getAmount(p, mode)
+  }));
+
+  if (comparison) {
+    points = attachComparison(points, key);
+  }
+
+  return points;
+}
 
 export default function HistoryChart(props: HistoryChartProps) {
   const {
     tabs,
     reportData,
-    flow,
+    mode,
+    periodType,
     comparison,
     selectedPeriodId,
     setSelectedPeriodId
@@ -16,11 +136,11 @@ export default function HistoryChart(props: HistoryChartProps) {
   const [activeTab, setActiveTab] = React.useState<string>(tabs[0] || "");
   const [startIndex, setStartIndex] = React.useState(0);
 
-  const activeDataKey = tabToKey(activeTab);
+  const activeDataKey = TAB_TO_KEY[activeTab];
 
   const currentData = React.useMemo(() => {
-    return buildChartData(reportData, activeDataKey, flow, comparison);
+    return buildChartData(reportData, activeDataKey, mode, comparison);
-  }, [reportData, activeDataKey, flow, comparison]);
+  }, [reportData, activeDataKey, mode, comparison]);
 
   const maxAmount =
     currentData.length > 0
@@ -35,10 +155,11 @@ export default function HistoryChart(props: HistoryChartProps) {
       : 1;
 
   const visibleCountMap = {
-    daily: 7,
     weekly: 6,
     monthly: 4,
-    all: 4,
+    yearly: 4,
+    fyly: 4,
+    full: 4,
   };
 
   const visibleCount = visibleCountMap[activeDataKey] ?? 4;
@@ -63,7 +184,7 @@ export default function HistoryChart(props: HistoryChartProps) {
 
   React.useEffect(() => {
     setSelectedPeriodId(null);
-  }, [activeTab]);
+  }, [activeTab, periodType]);
 
   React.useEffect(() => {
     if (

src/components/HistoryChart/HistoryChart.view.tsx

@@ -35,7 +35,7 @@ export default function HistoryChartView(props: ViewProps) {
     tabs,
     colorScheme,
 
-    flow,
+    mode,
     periodType,
     selectedPeriodId,
     comparison,
@@ -58,28 +58,19 @@ export default function HistoryChartView(props: ViewProps) {
   const theme = useTheme();
   const isDark = theme.palette.mode === "dark";
 
-  const total = currentData.length;
-  const maxStartIndex = Math.max(total - visibleCount, 0);
-  const clampedStartIndex = Math.min(startIndex, maxStartIndex);
-
   const handleTabChange = (_: React.MouseEvent<HTMLElement>, newTab: string | null) => {
     if (newTab !== null) setActiveTab(newTab);
   };
 
-  const canGoLeft = clampedStartIndex > 0;
+  const canGoLeft = startIndex > 0;
-  const canGoRight = clampedStartIndex < maxStartIndex;
+  const canGoRight = startIndex + visibleCount < currentData.length;
 
   const handlePrev = () => {
-    if (!canGoLeft) return;
+    if (canGoLeft) setStartIndex((prev) => prev - visibleCount);
-    setStartIndex((prev) => Math.max(prev - visibleCount, 0));
   };
 
   const handleNext = () => {
-    if (!canGoRight) return;
+    if (canGoRight) setStartIndex((prev) => prev + visibleCount);
-    setStartIndex((prev) => {
-      const next = prev + visibleCount;
-      return Math.min(next, maxStartIndex);
-    });
   };
 
   return (
@@ -92,9 +83,6 @@ export default function HistoryChartView(props: ViewProps) {
         border: "1px solid",
         borderColor: "divider",
         bgcolor: isDark ? "background.paper" : colorScheme.light,
-        opacity: props.isFetching ? 0.6 : 1,
-        transition: "opacity 0.3s ease",
-        pointerEvents: props.isFetching ? "none" : "auto",
       }}
     >
       <Typography variant="h6" fontWeight={700} gutterBottom>

src/components/LatestItems/LatestItems.adapter.ts

@@ -1,79 +0,0 @@
-import { ReportData, Transaction, GroupKey } from "../../features/report";
-import {
-  mergeBucketPeriods,
-  periodIdToKey,
-  formatCurrency,
-  filterBuckets,
-} from "../report.helpers";
-import { LatestItem } from "./LatestItems.models";
-
-// ─── Transaction extraction ─────────────────────────────────
-
-function extractTransactions(
-  reportData: ReportData,
-  selectedPeriodId: string | null,
-  selectedGroupKey: GroupKey | null,
-): Transaction[] {
-  // 1. Get raw transactions
-  let rawTxns: Transaction[] = [];
-
-  if (selectedPeriodId) {
-    const key = periodIdToKey(selectedPeriodId);
-    const periods = mergeBucketPeriods(reportData.buckets, key);
-    const selected = periods.find((p) => p.id === selectedPeriodId);
-    rawTxns = selected?.metric.transactions || [];
-  } else {
-    const periods = mergeBucketPeriods(reportData.buckets, "all");
-    if (periods.length > 0) {
-      rawTxns = periods[0].metric.transactions || [];
-    }
-  }
-
-  // 2. Filter by group key
-  if (selectedGroupKey) {
-    rawTxns = rawTxns.filter(txn => {
-      let match = true;
-      if (selectedGroupKey.tags && selectedGroupKey.tags.length > 0) {
-        if (!txn.tags) match = false;
-        else {
-          const txnTags = txn.tags.map(t => 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 rawTxns;
-}
-
-// ─── Main adapter ────────────────────────────────────────────
-
-export function buildLatestItems(
-  reportData: ReportData,
-  selectedPeriodId: string | null,
-  selectedGroupKey: GroupKey | null,
-  flow: "outflows" | "inflows"
-): LatestItem[] {
-  const txns = extractTransactions(reportData, selectedPeriodId, selectedGroupKey);
-
-  return txns
-    .sort(
-      (a, b) =>
-        new Date(b.occurred_at).getTime() -
-        new Date(a.occurred_at).getTime()
-    )
-    .map((t, index) => ({
-      id: index + 1,
-      title: t.payee.name,
-      subtitle: t.tags.map((tag) => tag.name).join(", "),
-      amount: formatCurrency(t.amount),
-      timeAgo: new Date(t.occurred_at).toLocaleDateString("en-IN"),
-    }));
-}

src/components/LatestItems/LatestItems.models.ts

@@ -1,16 +1,18 @@
+import * as React from "react";
+
 export interface LatestItem {
   id: string | number;
+  icon: React.ReactNode;
+  iconBgColor?: string;
   title: string;
   subtitle: string;
   amount: string;
   timeAgo: string;
 }
 
-export interface LatestItemsViewProps {
+export interface LatestItemsListProps {
+  title?: string;
   items: LatestItem[];
-  header: string;
+  onViewAll?: () => void;
   accentColor: string;
-  canExpand: boolean;
-  onExpand: () => void;
-  isFetching?: boolean;
 }

src/components/LatestItems/LatestItems.tsx

@@ -1,47 +1,112 @@
 import * as React from "react";
-import { ReportData, GroupKey } from "../../features/report";
+import {
-import { buildLatestItems } from "./LatestItems.adapter";
+  List,
-import LatestItemsView from "./LatestItems.view";
+  ListItem,
+  ListItemAvatar,
+  ListItemText,
+  Avatar,
+  Typography,
+  Box,
+  Button,
+} from "@mui/material";
 
-type Props = {
+export interface LatestItem {
-  reportData: ReportData;
+  id: string | number;
-  flow: "outflows" | "inflows";
+  icon: React.ReactNode;
-  header: string;
+  iconBgColor?: string;
-  selectedPeriodId: string | null;
+  title: string;
-  selectedGroupKey?: GroupKey | null;
+  subtitle: string;
-  accentColor: string;
+  amount: string;
-  isFetching?: boolean;
+  timeAgo: string;
-};
+}
+
+export interface LatestItemsListProps {
+  title?: string;
+  items: LatestItem[];
+  onViewAll?: () => void;
+  accentColor: any;
+}
 
 export default function LatestItems({
-  reportData,
+  title = "Recent Transactions",
-  flow,
+  items,
-  header,
+  onViewAll,
-  selectedPeriodId,
-  selectedGroupKey = null,
   accentColor,
-  isFetching,
+}: LatestItemsListProps) {
-}: Props) {
-  const [visibleCount, setVisibleCount] = React.useState(5);
-
-  const allItems = React.useMemo(() => {
-    return buildLatestItems(reportData, selectedPeriodId, selectedGroupKey, flow);
-  }, [reportData, selectedPeriodId, selectedGroupKey, flow]);
-
-  const visibleItems = React.useMemo(() => {
-    return allItems.slice(0, visibleCount);
-  }, [allItems, visibleCount]);
-
-  const canExpand = visibleCount < allItems.length;
-
   return (
-    <LatestItemsView
+    <Box sx={{ width: "100%", bgcolor: "background.paper", borderRadius: 4, p: 2 }}>
-      items={visibleItems}
+      {/* Header */}
-      header={header}
+      <Box sx={{ display: "flex", justifyContent: "space-between", alignItems: "center", mb: 2, px: 2 }}>
-      accentColor={accentColor}
+        <Typography variant="h6" fontWeight="bold">
-      canExpand={canExpand}
+          {title}
-      isFetching={isFetching}
+        </Typography>
-      onExpand={() => setVisibleCount((prev) => prev + 5)}
+        {onViewAll && (
-    />
+          <Button
+            variant="text"
+            color="inherit"
+            size="small"
+            sx={{ textTransform: "none", color: "text.secondary", fontWeight: "medium" }}
+            onClick={onViewAll}
+          >
+            view all
+          </Button>
+        )}
+      </Box>
+
+      {/* List */}
+      <List disablePadding>
+        {items.map((item, index) => (
+          <ListItem
+            key={item.id}
+            sx={{
+              px: { xs: 1, sm: 2 },
+              py: 2,
+              mb: index !== items.length - 1 ? 1 : 0,
+              borderRadius: 3,
+              "&:hover": { bgcolor: "action.hover" },
+              transition: "background-color 0.2s ease",
+            }}
+          >
+            <ListItemAvatar>
+              <Avatar
+                variant="rounded"
+                sx={{
+                  bgcolor: `${accentColor}22`,
+                  color: "inherit",
+                  width: 48,
+                  height: 48,
+                  borderRadius: 3,
+                  mr: 2,
+                }}
+              >
+                {item.icon}
+              </Avatar>
+            </ListItemAvatar>
+            
+            <ListItemText
+              primary={
+                <Typography variant="subtitle1" fontWeight={600} color="text.primary">
+                  {item.title}
+                </Typography>
+              }
+              secondary={
+                <Typography variant="body2" color="text.secondary">
+                  {item.subtitle}
+                </Typography>
+              }
+            />
+
+            <Box sx={{ textAlign: "right" }}>
+              <Typography variant="subtitle1" fontWeight={700} color="text.primary">
+                {item.amount}
+              </Typography>
+              <Typography variant="caption" color="text.secondary" sx={{ display: 'block', mt: 0.5 }}>
+                {item.timeAgo}
+              </Typography>
+            </Box>
+          </ListItem>
+        ))}
+      </List>
+    </Box>
   );
 }

src/components/LatestItems/LatestItems.view.tsx

@@ -1,90 +1,6 @@
-import * as React from "react";
+import LatestItemsListView from "./LatestItems.view";
-import {
+import { LatestItemsListProps } from "./LatestItems.models";
-  List,
-  ListItem,
-  ListItemAvatar,
-  ListItemText,
-  Avatar,
-  Typography,
-  Box,
-  IconButton,
-} from "@mui/material";
-import ExpandMoreIcon from "@mui/icons-material/ExpandMore";
-import { LatestItemsViewProps } from "./LatestItems.models";
 
-export default function LatestItemsView({
+export default function LatestItemsList(props: LatestItemsListProps) {
-  items,
+  return <LatestItemsListView {...props} />;
-  header,
-  accentColor,
-  canExpand,
-  onExpand,
-  isFetching,
-}: LatestItemsViewProps) {
-  return (
-    <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">
-          {header}
-        </Typography>
-      </Box>
-
-      <List disablePadding>
-        {items.map((item, index) => (
-          <ListItem
-            key={item.id}
-            sx={{
-              px: { xs: 1, sm: 2 },
-              py: 2,
-              mb: index !== items.length - 1 ? 1 : 0,
-              borderRadius: 3,
-              "&:hover": { bgcolor: "action.hover" },
-            }}
-          >
-            <ListItemAvatar>
-              <Avatar
-                variant="rounded"
-                sx={{
-                  bgcolor: `${accentColor}22`,
-                  width: 48,
-                  height: 48,
-                  borderRadius: 3,
-                  mr: 2,
-                }}
-              />
-            </ListItemAvatar>
-
-            <ListItemText
-              primary={
-                <Typography variant="subtitle1" fontWeight={600}>
-                  {item.title}
-                </Typography>
-              }
-              secondary={
-                <Typography variant="body2" color="text.secondary">
-                  {item.subtitle}
-                </Typography>
-              }
-            />
-
-            <Box sx={{ textAlign: "right" }}>
-              <Typography variant="subtitle1" fontWeight={700}>
-                {item.amount}
-              </Typography>
-              <Typography variant="caption" color="text.secondary">
-                {item.timeAgo}
-              </Typography>
-            </Box>
-          </ListItem>
-        ))}
-
-        {canExpand && (
-          <Box sx={{ display: "flex", justifyContent: "center", mt: 2 }}>
-            <IconButton size="small" onClick={onExpand}>
-              <ExpandMoreIcon />
-            </IconButton>
-          </Box>
-        )}
-      </List>
-    </Box>
-  );
 }

src/components/ProgressCard/ProgressCard.models.ts

@@ -5,7 +5,4 @@ export interface ProgressCardProps {
   totalAmount: number;
   colorTheme?: "primary" | "secondary" | "error" | "info" | "success" | "warning";
   compact?: boolean;
-  selected?: boolean;
-  onClick?: () => void;
-  isFetching?: boolean;
 }

src/components/ProgressCard/ProgressCard.tsx

@@ -1,7 +1,7 @@
 import * as React from "react";
 import ProgressCardView from "./ProgressCard.view";
 import { ProgressCardProps } from "./ProgressCard.models";
-import { getPercentage, formatCurrency } from "../report.helpers";
+import { getPercentage, formatCurrency } from "./ProgressCard.utils";
 
 export default function ProgressCard(props: ProgressCardProps) {
   const { progressAmount, totalAmount, compact = false } = props;
@@ -18,8 +18,6 @@ export default function ProgressCard(props: ProgressCardProps) {
       formattedProgress={formattedProgress}
       formattedTotal={formattedTotal}
       compact={compact}
-      selected={props.selected}
-      onClick={props.onClick}
     />
   );
 }

src/components/ProgressCard/ProgressCard.utils.ts

@@ -0,0 +1,15 @@
+export const getPercentage = (progressAmount: number, totalAmount: number) => {
+  if (!totalAmount) return 0;
+  return Math.min(100, Math.max(0, (progressAmount / totalAmount) * 100));
+};
+
+export const formatCurrency = (val: number) => {
+  const absVal = Math.abs(val);
+  if (absVal >= 100000) {
+    return `₹ ${(val / 100000).toFixed(2)}L`;
+  }
+  if (absVal >= 1000) {
+    return `₹ ${(val / 1000).toFixed(2)}k`;
+  }
+  return `₹ ${val.toFixed(2)}`;
+};

src/components/ProgressCard/ProgressCard.view.tsx

@@ -14,8 +14,6 @@ interface ViewProps extends ProgressCardProps {
   percentage: number;
   formattedProgress: string;
   formattedTotal: string;
-  selected?: boolean;
-  onClick?: () => void;
 }
 
 export default function ProgressCardView({
@@ -25,8 +23,6 @@ export default function ProgressCardView({
   formattedProgress,
   formattedTotal,
   compact = false,
-  selected,
-  onClick,
 }: ViewProps) {
   const theme = useTheme();
   const isDark = theme.palette.mode === "dark";
@@ -34,14 +30,10 @@ export default function ProgressCardView({
   return (
     <Paper
       elevation={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",
-        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;
@@ -56,21 +48,13 @@ export default function ProgressCardView({
         justifyContent: "center",
         position: "relative",
         overflow: "hidden",
-        border: selected 
+        border: isDark ? "1px solid rgba(255,255,255,0.1)" : "none",
-          ? `2px solid #fff`
+        boxShadow: (theme) =>
-          : isDark ? "1px solid rgba(255,255,255,0.1)" : "none",
+          `0 ${compact ? 6 : 12}px ${compact ? 12 : 24}px -10px ${
-        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;
-        },
-        opacity: arguments[0].isFetching ? 0.6 : 1,
-        pointerEvents: arguments[0].isFetching ? "none" : "auto",
       }}
     >
       <Typography 

src/components/ProgressCard/TopPayees.adapter.ts

@@ -1,65 +0,0 @@
-import { mergeBucketPeriods, periodIdToKey } from "../report.helpers";
-import { GroupKey, ReportData } from "../../features/report";
-
-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 payeeMap = new Map<string, number>();
-
-  let targetPeriods = [];
-
-  if (selectedPeriodId) {
-    const key = periodIdToKey(selectedPeriodId);
-    const periods = mergeBucketPeriods(reportData.buckets, key);
-    const selected = periods.find((p) => p.id === selectedPeriodId);
-    if (selected) {
-      targetPeriods.push(selected);
-    }
-  } else {
-    // If no specific period is selected, aggregate over the "all" period bucket
-    targetPeriods = mergeBucketPeriods(reportData.buckets, "all");
-  }
-
-  for (const p of targetPeriods) {
-    let txns = p.metric.transactions || [];
-    
-    if (selectedGroupKey?.tags && selectedGroupKey.tags.length > 0) {
-      txns = txns.filter(txn => {
-        if (!txn.tags) return false;
-        const txnTags = txn.tags.map(t => typeof t === "string" ? t : t.name);
-        return selectedGroupKey.tags!.every(selectedTag => txnTags.includes(selectedTag));
-      });
-    }
-
-    for (const txn of txns) {
-      if (txn.payee && txn.payee.name) {
-        const current = payeeMap.get(txn.payee.name) || 0;
-        payeeMap.set(txn.payee.name, current + txn.amount);
-      }
-    }
-  }
-
-  let items: PayeeItem[] = [];
-  let total = 0;
-
-  for (const [name, amount] of payeeMap.entries()) {
-    items.push({ name, amount });
-    total += amount;
-  }
-
-  // Sort descending by amount
-  items.sort((a, b) => b.amount - a.amount);
-
-  return {
-    items: items.slice(0, 4), // Top 4
-    total,
-  };
-}

src/components/ProgressCard/TopPayees.tsx

@@ -1,93 +0,0 @@
-import * as React from "react";
-import { Box, Paper, Typography } from "@mui/material";
-import { ReportData, GroupKey } from "../../features/report";
-import ProgressCard from "./ProgressCard";
-import { extractTopPayees } from "./TopPayees.adapter";
-
-type Props = {
-  reportData: ReportData;
-  flow: "outflows" | "inflows";
-  header: string;
-  selectedPeriodId?: string | null;
-  selectedGroupKey?: GroupKey | null;
-  setSelectedGroupKey?: (key: GroupKey | null) => void;
-  compact?: boolean;
-  isFetching?: boolean;
-};
-
-export default function TopPayees({
-  reportData,
-  flow,
-  header,
-  selectedPeriodId,
-  selectedGroupKey,
-  setSelectedGroupKey,
-  compact = true,
-  isFetching,
-}: Props) {
-  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>
-        {header}
-      </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 (
-            <ProgressCard
-              key={item.name}
-              header={item.name}
-              progressAmount={item.amount}
-              totalAmount={total}
-              compact={compact}
-              colorTheme={flow === "outflows" ? "error" : "success"}
-              selected={isSelected}
-              isFetching={isFetching}
-              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>
-  );
-}

src/components/ProgressCard/TopTags.adapter.ts

@@ -1,71 +0,0 @@
-import { ReportData } from "../../features/report";
-import {
-  mergeBucketPeriods,
-  periodIdToKey,
-} from "../report.helpers";
-
-import { GroupKey } from "../../features/report";
-
-export interface TagItem {
-  tag: string;
-  amount: number;
-}
-
-export function extractTopTags(
-  reportData: ReportData,
-  flow: "outflows" | "inflows",
-  selectedPeriodId?: string | null,
-  selectedGroupKey?: GroupKey | null
-): { items: TagItem[]; total: number } {
-  const tagMap = new Map<string, number>();
-
-  let periodKey: ReturnType<typeof periodIdToKey> = "all";
-  if (selectedPeriodId) {
-    periodKey = periodIdToKey(selectedPeriodId);
-  }
-
-  const periods = mergeBucketPeriods(reportData.buckets, periodKey);
-
-  let period = periods[0];
-  if (selectedPeriodId) {
-    period = periods.find(p => p.id === selectedPeriodId) || period;
-  } else if (periods.length > 0) {
-    period = periods.reduce((latest, p) =>
-      new Date(p.start).getTime() > new Date(latest.start).getTime()
-        ? p
-        : latest
-    );
-  }
-
-  if (period && period.metric && period.metric.transactions) {
-    let txns = period.metric.transactions;
-    if (selectedGroupKey?.payee && selectedGroupKey.payee.length > 0) {
-      txns = txns.filter(txn => 
-        txn.payee?.name && selectedGroupKey.payee!.includes(txn.payee.name)
-      );
-    }
-
-    for (const txn of txns) {
-      if (txn.tags && txn.tags.length > 0) {
-        for (const tagObj of txn.tags) {
-          const tagName = typeof tagObj === "string" ? tagObj : tagObj.name;
-          tagMap.set(tagName, (tagMap.get(tagName) || 0) + txn.amount);
-        }
-      } else {
-        tagMap.set("Untagged", (tagMap.get("Untagged") || 0) + txn.amount);
-      }
-    }
-  }
-
-  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 };
-}

src/components/ProgressCard/TopTags.tsx

@@ -1,93 +1,105 @@
 import * as React from "react";
-import { Box, Paper, Typography } from "@mui/material";
+import { Box } from "@mui/material";
-import { ReportData, GroupKey } from "../../features/report";
+import { ReportData, ReportPeriod } from "../../features/report";
 import ProgressCard from "./ProgressCard";
-import { extractTopTags } from "./TopTags.adapter";
 
 type Props = {
   reportData: ReportData;
-  flow: "outflows" | "inflows";
+  mode: "expense" | "income";
-  header: string;
   selectedPeriodId?: string | null;
-  selectedGroupKey?: GroupKey | null;
-  setSelectedGroupKey?: (key: GroupKey | null) => void;
   compact?: boolean;
-  isFetching?: boolean;
 };
 
+type DecoratedPeriod = ReportPeriod & {
+  id: string;
+  label: string;
+};
+
+function getAmount(p: ReportPeriod, mode: "expense" | "income") {
+  return mode === "expense" ? p.expenses.sum : p.incomes.sum;
+}
+
+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
+  );
+}
+
 export default function TopTags({
   reportData,
-  flow,
+  mode,
-  header,
   selectedPeriodId,
-  selectedGroupKey,
+  compact = true
-  setSelectedGroupKey,
-  compact = true,
-  isFetching,
 }: Props) {
   const { items, total } = React.useMemo(() => {
-    return extractTopTags(reportData, flow, selectedPeriodId, selectedGroupKey);
+    const tagMap = new Map<string, number>();
-  }, [reportData, flow, 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 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 };
+  }, [reportData, mode, selectedPeriodId]);
 
   return (
-    <Paper
+    <Box
       sx={{
-        p: { xs: 2.5, sm: 4 },
+        display: "grid",
-        borderRadius: 4,
+        gridTemplateColumns: "repeat(4, 1fr)",
-        width: "100%",
+        gap: 2
-        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>
+      {items.map((item) => (
-        {header}
+        <ProgressCard
-      </Typography>
+          key={item.tag}
-
+          header={item.tag}
-      <Box
+          progressAmount={item.amount}
-        sx={{
+          totalAmount={total}
-          display: "grid",
+          compact={compact}
-          gridTemplateColumns: {
+          colorTheme={mode === "expense" ? "error" : "success"}
-            xs: "1fr",
+        />
-            sm: "repeat(2, 1fr)",
+      ))}
-            md: "repeat(4, 1fr)",
+    </Box>
-          },
-          gap: 2,
-        }}
-      >
-        {items.map((item) => {
-          const isSelected = selectedGroupKey?.tags?.includes(item.tag);
-          return (
-            <ProgressCard
-              key={item.tag}
-              header={item.tag}
-              progressAmount={item.amount}
-              totalAmount={total}
-              compact={compact}
-              colorTheme={flow === "outflows" ? "error" : "success"}
-              selected={isSelected}
-              isFetching={isFetching}
-              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>
   );
 }

src/components/report.helpers.ts

@@ -1,142 +0,0 @@
-import {
-  ReportPeriod,
-  ReportBucket,
-  GroupKey,
-  PeriodType,
-} from "../features/report";
-
-// ─── Types ────────────────────────────────────────────────────
-
-export type PeriodKey = PeriodType;
-
-export type DecoratedPeriod = ReportPeriod & {
-  id: string;
-  label: string;
-};
-
-// ─── Period helpers ───────────────────────────────────────────
-
-const PREFIX_TO_KEY: Record<string, PeriodKey> = {
-  D: "daily",
-  W: "weekly",
-  M: "monthly",
-  ALL: "all",
-};
-
-/**
- * Derive the period key from a decorated-period id.
- * E.g. `"W:2026-04-28_2026-05-04"` → `"weekly"`
- */
-export function periodIdToKey(periodId: string): PeriodKey {
-  const prefix = periodId.split(":")[0];
-  return PREFIX_TO_KEY[prefix] ?? "all";
-}
-
-// ─── Metric helpers ───────────────────────────────────────────
-
-export function getAmount(period: ReportPeriod): number {
-  return period.metric.sum;
-}
-
-function mergeMetric(a: ReportPeriod["metric"], b: ReportPeriod["metric"]) {
-  const sum = a.sum + b.sum;
-  const count = a.count + b.count;
-
-  return {
-    ...a,
-    sum,
-    count,
-    average: count > 0 ? sum / count : 0,
-    transactions:
-      a.transactions || b.transactions
-        ? [...(a.transactions || []), ...(b.transactions || [])]
-        : undefined,
-  };
-}
-
-/**
- * Merge periods with the same id across all buckets, summing
- * their metrics and concatenating transactions.
- *
- * Returns sorted by start date ascending.
- */
-export function mergeBucketPeriods(
-  buckets: ReportBucket[],
-  key: PeriodKey
-): DecoratedPeriod[] {
-  const map = new Map<string, DecoratedPeriod>();
-
-  for (const bucket of buckets) {
-    const periods = (bucket.periods[key] || []) as DecoratedPeriod[];
-
-    for (const p of periods) {
-      const existing = map.get(p.id);
-
-      if (!existing) {
-        map.set(p.id, {
-          ...p,
-          metric: { ...p.metric },
-        });
-      } else {
-        map.set(p.id, {
-          ...existing,
-          metric: mergeMetric(existing.metric, p.metric),
-        });
-      }
-    }
-  }
-
-  return Array.from(map.values()).sort(
-    (a, b) => new Date(a.start).getTime() - new Date(b.start).getTime()
-  );
-}
-
-// ─── Formatting ───────────────────────────────────────────────
-
-export const formatCurrency = (val: number) => {
-  const absVal = Math.abs(val);
-  if (absVal >= 100000) {
-    return `₹ ${(val / 100000).toFixed(2)}L`;
-  }
-  if (absVal >= 1000) {
-    return `₹ ${(val / 1000).toFixed(2)}k`;
-  }
-  return `₹ ${val.toFixed(2)}`;
-};
-
-export const getPercentage = (progressAmount: number, totalAmount: number) => {
-  if (!totalAmount) return 0;
-  return Math.min(100, Math.max(0, (progressAmount / totalAmount) * 100));
-};
-
-// ─── Group filtering ──────────────────────────────────────────
-
-/**
- * Check if a bucket's group_key matches the selected GroupKey.
- * Every dimension present in `selected` must exist in the bucket
- * and contain all the selected values.
- */
-export function matchesGroupKey(
-  bucket: ReportBucket,
-  selected: GroupKey
-): boolean {
-  for (const [dim, values] of Object.entries(selected)) {
-    const bucketValues = bucket.group_key[dim];
-    if (!bucketValues) return false;
-    if (!(values as string[]).every((v) => bucketValues.includes(v)))
-      return false;
-  }
-  return true;
-}
-
-/**
- * Return only buckets matching the selected group key,
- * or all buckets if no selection.
- */
-export function filterBuckets(
-  buckets: ReportBucket[],
-  selectedGroupKey: GroupKey | null
-): ReportBucket[] {
-  if (!selectedGroupKey) return buckets;
-  return buckets.filter((b) => matchesGroupKey(b, selectedGroupKey));
-}

src/dashboard-config.ts

@@ -2,7 +2,6 @@ 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: [
@@ -13,17 +12,7 @@ export const configuration: DashboardConfig = {
       component: HistoryChart,
       settings: {
         tabs: ["Weekly", "Monthly"],
-      },
+        // tabs: ["Weekly", "Monthly", "Yearly", "Financial Year", "All Time"],
-      style: {
-        size: 12,
-      },
-    },
-    {
-      id: "top-categories",
-      title: 'Top Categories',
-      component: TopTags,
-      settings: {
-        compact: true,
       },
       style: {
         size: 12,
@@ -32,7 +21,7 @@ export const configuration: DashboardConfig = {
     {
       id: "top-payees",
       title: 'Top Payees',
-      component: TopPayees,
+      component: TopTags,
       settings: {
         compact: true,
       },
@@ -40,18 +29,19 @@ export const configuration: DashboardConfig = {
         size: 12,
       },
     },
-    {
+    // {
-      id: "items",
+    //   id: "latest",
-      title: 'Recent Transactions',
+    //   title: 'Recent Transactions',
-      component: LatestItems,
+    //   component: LatestItems,
-      style: {
+    //   dataKey: "latest",
-        size: 12,
+    //   style: {
-      },
+    //     size: 12,
-    },
+    //   },
+    // },
   ],
   style: {
     palette: {
-      outflows: {
+      expense: {
         light: {
           primary: "#d32f2f",
           background: "#fdecea",
@@ -63,7 +53,7 @@ export const configuration: DashboardConfig = {
           text: "#ffcdd2"
         }
       },
-      inflows: {
+      income: {
         light: {
           primary: "#2e7d32",
           background: "#e8f5e9",

src/features/report/index.ts

@@ -4,11 +4,7 @@ export {
 export type {
   Transaction,
   ReportData,
-  ReportBucket,
   ReportPeriod,
-  ReportQuery,
-  GroupKey,
-  PeriodType,
 } from './report.models'
 export {
   prepareReport

src/features/report/report.models.ts

@@ -1,40 +1,29 @@
 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;
-  parent_id?: string | null;
+  description: string;
 }
 
 export interface Transaction {
-  id: string;
   payor: Payor;
   payee: Payee;
   amount: number;
   account: Account;
   tags: Tag[];
-  occurred_at: string;
+  occurred_at: Date;
-  created_at: string;
 }
 
 // -----------------------------
@@ -52,12 +41,12 @@ export interface ReportMetric {
 // Period
 // -----------------------------
 
-export type PeriodType = "daily" | "weekly" | "monthly" | "all";
-
 export interface ReportPeriod {
-  start: string;
+  start: Date;
-  end: string;
+  end: Date;
-  metric: ReportMetric;
+
+  expenses: ReportMetric;
+  incomes: ReportMetric;
 }
 
 // -----------------------------
@@ -65,48 +54,37 @@ export interface ReportPeriod {
 // -----------------------------
 
 export type GroupKey = {
-  [dimension: string]: string[];
+  payee?: string[];
+  tags?: string[];
+  flow?: string[];
 };
 
 export interface ReportBucket {
   group_key: GroupKey;
 
   periods: {
-    daily?: ReportPeriod[];
     weekly?: ReportPeriod[];
     monthly?: ReportPeriod[];
-    all?: ReportPeriod[];
+    yearly?: ReportPeriod[];
+    fyly?: ReportPeriod[];
+    full?: 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 {
-  snapshot_id?: string | null;
+  periods: ("weekly" | "monthly" | "yearly" | "fyly" | "full")[];
 
-  flow?: "inflows" | "outflows" | null;
+  rolling: boolean;
+  report_date?: string;
 
-  periods: PeriodType[];
+  group_by: ("payee" | "tags")[];
 
-  tags?: string[] | null;
+  ignore_self: boolean;
-  payee?: string[] | null;
+  include_transactions: boolean;
 
   buckets: ReportBucket[];
-
-  query: ReportQuery;
 }

src/features/report/report.utils.ts

@@ -1,7 +1,6 @@
 import {
   ReportData,
-  ReportPeriod,
+  ReportPeriod
-  PeriodType,
 } from "./report.models";
 
 /* ---------- ID BUILDING ---------- */
@@ -14,7 +13,7 @@ function formatDate(d: Date): string {
 }
 
 function buildPeriodId(
-  type: PeriodType,
+  type: "weekly" | "monthly" | "yearly" | "fyly" | "full",
   start: Date,
   end: Date
 ): string {
@@ -22,14 +21,16 @@ 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 "all":
+    case "yearly":
-      return `ALL:${s}_${e}`;
+      return `Y:${s}_${e}`;
+    case "fyly":
+      return `FY:${s}_${e}`;
+    case "full":
+      return `FULL:${s}_${e}`;
     default:
       return `${s}_${e}`;
   }
@@ -59,24 +60,40 @@ 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: PeriodType,
+  type: "weekly" | "monthly" | "yearly" | "fyly" | "full",
   start: Date,
   end: Date
 ): string {
   switch (type) {
-    case "daily":
+    case "weekly":
-      return dayFmt.format(start);
+      if (sameMonth(start, end)) {
-
+        const sDay = start.getUTCDate();
-    case "weekly": {
+        const eDay = end.getUTCDate();
-      const sDay = start.getUTCDate();
+        const m = monthFmt.format(start);
-      const m = monthFmt.format(start);
+        return `${sDay} ${m} - ${eDay} ${m}`;
-      return `${sDay} ${m}`;
+      }
-    }
+      return `${dayFmt.format(start)} - ${dayFmt.format(end)}`;
 
     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)}`;
   }
@@ -85,7 +102,7 @@ function buildLabel(
 /* ---------- MAIN ---------- */
 
 function decoratePeriods(
-  type: PeriodType,
+  type: "weekly" | "monthly" | "yearly" | "fyly" | "full",
   periods: ReportPeriod[]
 ): (ReportPeriod & { id: string; label: string })[] {
   return periods.map((p) => ({

src/features/report/useReport.ts

@@ -1,11 +1,12 @@
 import { useResourceByName } from "../../../react-openapi";
 
 export interface ReportParams {
-  snapshot_id?: string;
+  periods?: ("weekly" | "monthly" | "yearly" | "fyly" | "full")[];
-  periods?: ("daily" | "weekly" | "monthly" | "all")[];
+  rolling?: boolean;
-  flow?: "inflows" | "outflows";
+  report_date?: string;
-  payee?: string[];
+  group_by?: ("payee" | "tags")[];
-  tags?: string[];
+  ignore_self?: boolean;
+  include_transactions?: boolean;
 }
 
 export function useReport(params: ReportParams) {
@@ -14,5 +15,6 @@ export function useReport(params: ReportParams) {
   return useList({
     ...params,
     periods: params.periods,
+    group_by: params.group_by,
   });
 }