added favicon

# 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>

index.html

@@ -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/svg+xml" href="/favicon.png" />
     <title>khata - Aetoskia</title>
   </head>
   <body>

react-openapi/components/EnhancedTable.tsx

@@ -49,8 +49,8 @@ export default function EnhancedTable({
   config,
   data,
   total,
-  paginationModel,
-  onPaginationModelChange,
+  paginationModel: externalPaginationModel,
+  onPaginationModelChange: externalOnPaginationModelChange,
   loading = false,
   onEdit,
   onDelete,
@@ -60,6 +60,14 @@ export default function EnhancedTable({
   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]) => {
@@ -122,6 +130,15 @@ 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 +149,7 @@ 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} 
@@ -145,6 +162,17 @@ export default function EnhancedTable({
             </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 +189,18 @@ 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}
@@ -234,7 +260,7 @@ 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' }}>
+                            <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 />
                             </Typography>
                         </Box>

react-openapi/components/FilterBar.tsx

@@ -0,0 +1,313 @@
+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";
+
+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.options) return field.options;
+  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);
+
+    const df = field.displayField;
+    if (!df) { debugger; return null; }
+
+    if (Array.isArray(df)) {
+      const parts = df.map((k) => item[k]).filter((v) => v != null);
+      if (parts.length > 0) return parts.join(" ");
+    } else {
+      const v = item[df];
+      if (v != null) return String(v);
+    }
+
+    debugger;
+    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
+) {
+  const filterType = field.filterType;
+
+  if (filterType === "number-range") {
+    const rangeVal = (value as { min?: string; max?: string }) || {};
+    return (
+      <Box sx={{ display: "flex", gap: 1 }}>
+        <TextField type="number" placeholder="Min" size="small" value={rangeVal.min ?? ""}
+          onChange={(e) => onChange("min", e.target.value || undefined)} sx={{ width: 100 }} />
+        <TextField type="number" placeholder="Max" size="small" value={rangeVal.max ?? ""}
+          onChange={(e) => onChange("max", e.target.value || undefined)} sx={{ width: 100 }} />
+      </Box>
+    );
+  }
+
+  if (filterType === "date-range") {
+    const rangeVal = (value as { start?: string; end?: string }) || {};
+    return (
+      <Box sx={{ display: "flex", gap: 1 }}>
+        <TextField type="datetime-local" placeholder="From" size="small" value={rangeVal.start ?? ""}
+          onChange={(e) => onChange("start", e.target.value || undefined)} InputLabelProps={{ shrink: true }} sx={{ width: 170 }} />
+        <TextField type="datetime-local" placeholder="To" size="small" value={rangeVal.end ?? ""}
+          onChange={(e) => onChange("end", e.target.value || undefined)} InputLabelProps={{ shrink: true }} sx={{ width: 170 }} />
+      </Box>
+    );
+  }
+
+  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;
+}
+
+export default function FilterBar({
+  fields,
+  filterableFields,
+  data,
+  appliedValues,
+  onApply,
+  onClear,
+}: 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 || 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)
+                  )}
+                </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>
+  );
+}

react-openapi/components/ResourceView.tsx

@@ -1,10 +1,12 @@
 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 { useResource } from '../hooks/useResource';
 import GenericForm from './GenericForm';
 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;
@@ -13,36 +15,132 @@ interface ResourceViewProps {
 
 import { GridPaginationModel } from '@mui/x-data-grid';
 
+function getFilterDisplayFields(field: ResourceField): string[] {
+  if (!field.displayField) return [];
+  return (Array.isArray(field.displayField) ? field.displayField : [field.displayField]).filter(
+    (df): df is string => !!df
+  );
+}
+
+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) => {
+            if (el != null && typeof el === "object") {
+              const dispFields = getFilterDisplayFields(field);
+              return dispFields.some((df) => filterValue.includes(String(el[df])));
+            }
+            return filterValue.includes(String(el));
+          });
+        }
+        if (itemValue && typeof itemValue === "object") {
+          const dispFields = getFilterDisplayFields(field);
+          const itemDisplay = dispFields.map((df) => itemValue[df]).filter((v) => v != null).join(" ");
+          return filterValue.includes(itemDisplay);
+        }
+        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) => {
+          if (el != null && typeof el === "object") {
+            const dispFields = getFilterDisplayFields(field);
+            return dispFields.some((df) => String(el[df]) === String(filterValue));
+          }
+          return String(el) === String(filterValue);
+        });
+      }
+
+      if (itemValue && typeof itemValue === "object") {
+        const dispFields = getFilterDisplayFields(field);
+        return dispFields.some((df) => String(itemValue[df]) === String(filterValue));
+      }
+
+      return String(itemValue) === String(filterValue);
+    })
+  );
+}
+
 export default function ResourceView({ config, onNavigateToResource }: 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 [appliedFilters, setAppliedFilters] = React.useState<Record<string, any>>({});
+
   const { useList, useRead, useCreate, useUpdate, useDelete } = useResource(config);
 
-  // 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();
@@ -80,18 +178,31 @@ 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({})}
+            />
+          )}
+          <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

react-openapi/hooks/useResource.ts

@@ -30,13 +30,13 @@ export function useResource<T = any>(config: ResourceConfig | undefined) {
     });
 
   // --- 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,

react-openapi/index.ts

@@ -1,7 +1,8 @@
 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 { AppProvider } from "./providers/AppProvider";
 export { ConfigContext, useConfig } from "./providers/ConfigContext";
 export { useResource, useResourceByName } from "./hooks/useResource";
+export { default as FilterBar } from "./components/FilterBar";

react-openapi/types/config.ts

@@ -20,8 +20,11 @@ export interface ResourceField {
   displayField?: string | string[];
   formatter?: (value: any) => string;
   relation?: string; // Name of the target resource
+  filterType?: "autocomplete" | "multiselect" | "number-range" | "date-range";
 }
 
+export type ResourceMode = "server" | "client";
+
 export interface ResourceConfig {
   name: string;
   label: string;
@@ -31,6 +34,10 @@ export interface ResourceConfig {
   fields: Record<string, ResourceField>;
   pagination?: boolean;
   hidden?: boolean;
+  filterOptions?: {
+    mode?: ResourceMode;
+    fields?: string[];
+  };
 }
 
 export interface AppConfig {

react-openapi/types/overrides.ts

@@ -7,10 +7,15 @@ export interface FieldOverride {
   displayField?: string | string[];
   display?: boolean;
   formatter?: (value: any) => string;
+  filterType?: "autocomplete" | "multiselect" | "number-range" | "date-range";
 }
 
 export interface ResourceOverride {
   fields?: Record<string, FieldOverride>;
   pagination?: boolean;
   hidden?: boolean;
+  filterOptions?: {
+    mode?: "server" | "client";
+    fields?: string[];
+  };
 }

react-openapi/utils/openapi_loader.ts

@@ -154,15 +154,21 @@ export async function loadConfigFromOpenApi(baseUrl: string, configuration: Reco
 
     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,
+      },
     });
   }
 

src/AppTheme.tsx

@@ -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>
-  );
-}

src/Dashboard.tsx

@@ -10,16 +10,40 @@ import {
   Button
 } from "@mui/material";
 
-import ConfigurableDashboard from "./components/Dashboard";
-import { DashboardState } 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 [flow, setFlow] = React.useState<"outflows" | "inflows">("outflows");
+  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[]>([]);
@@ -30,18 +54,39 @@ 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({
+    snapshot_id: selectedSnapshotId ?? undefined,
     periods: ["daily", "weekly", "monthly", "all"],
-    flow: flow,
+    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.metric?.transactions?.forEach((t: any) => {
@@ -55,7 +100,7 @@ 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.metric?.transactions?.forEach((t: any) => {
@@ -67,16 +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;
 
-  /** Callback for the ConfigurableDashboard's flow toggle */
-  const handleFlowChange = React.useCallback((newState: DashboardState) => {
-    setFlow(newState.flow);
-  }, []);
-
   if (isLoading && !report.data) {
     return (
       <Box sx={{ display: "flex", justifyContent: "center", alignItems: "center", height: "60vh" }}>
@@ -97,7 +252,7 @@ export default function Dashboard() {
     return null;
   }
 
-  const data = prepareReport(report.data.data);
+  const data = prepareReport(report.data);
   return (
     <Box>
       <Container>
@@ -143,8 +298,23 @@ 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);
@@ -157,11 +327,12 @@ export default function Dashboard() {
           </Button>
         </Paper>
       </Container>
-      <ConfigurableDashboard
+      <DashboardView
         config={configuration}
         data={data}
+        state={state}
+        stateSetters={stateSetters}
         isFetching={report.isFetching}
-        onFlowChange={handleFlowChange}
       />
     </Box>
   );

src/FetchRequests.tsx

@@ -0,0 +1,336 @@
+import * as React from "react";
+import {
+  Box,
+  Container,
+  Paper,
+  Typography,
+  TextField,
+  Button,
+  ToggleButtonGroup,
+  ToggleButton,
+  Table,
+  TableBody,
+  TableCell,
+  TableContainer,
+  TableHead,
+  TableRow,
+  Chip,
+  IconButton,
+  CircularProgress,
+  Alert,
+  Snackbar,
+  Dialog,
+  DialogTitle,
+  DialogContent,
+  DialogContentText,
+  DialogActions,
+} 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 {
+  useFetchRequestsList,
+  useCreateFetchRequest,
+  useDeleteFetchRequest,
+  useUploadFile,
+} from "./features/fetch-requests";
+import type {
+  FetchRequest,
+  FetchRequestStatus,
+  FileSource,
+  EmailSource,
+} from "./features/fetch-requests";
+
+const statusColors: Record<FetchRequestStatus, "default" | "primary" | "warning" | "info" | "success" | "error"> = {
+  pending: "default",
+  processing: "info",
+  raw_expenses_done: "primary",
+  enriched_done: "warning",
+  completed: "success",
+  failed: "error",
+};
+
+function formatDate(iso: string) {
+  const d = new Date(iso);
+  return d.toLocaleString();
+}
+
+export default function FetchRequests() {
+  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 { data: listData, isLoading, isFetching, refetch } = useFetchRequestsList();
+  const createMutation = useCreateFetchRequest();
+  const deleteMutation = useDeleteFetchRequest();
+  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 {
+      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();
+    } catch (err: any) {
+      setSnackbar({ message: err?.response?.data?.detail || "Failed to create fetch request", severity: "error" });
+    }
+  };
+
+  const resetForm = () => {
+    setAccountName("");
+    setFormat("");
+    setFile(null);
+    setUploadedPath(null);
+    setFromEmail("");
+    setSubject("");
+    setRawTerms("");
+    setStartDate("");
+    setEndDate("");
+  };
+
+  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);
+  };
+
+  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>
+              )}
+              <TextField label="Format (csv, pdf, ...)" value={format} onChange={(e) => setFormat(e.target.value)} size="small" />
+            </>
+          ) : (
+            <>
+              <TextField label="Format" value={format} onChange={(e) => setFormat(e.target.value)} size="small" helperText="e.g. email, pdf, csv" />
+              <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" />
+            </>
+          )}
+
+          <TextField label="Account Name" value={accountName} onChange={(e) => setAccountName(e.target.value)} size="small" required />
+          <TextField label="Payor Username" value={payorUsername} onChange={(e) => setPayorUsername(e.target.value)} size="small" helperText="Default: aetos" />
+
+          <Box sx={{ display: "flex", gap: 2 }}>
+            <TextField
+              label="Start Date"
+              type="datetime-local"
+              value={startDate}
+              onChange={(e) => setStartDate(e.target.value)}
+              size="small"
+              InputLabelProps={{ shrink: true }}
+              sx={{ flex: 1 }}
+            />
+            <TextField
+              label="End Date"
+              type="datetime-local"
+              value={endDate}
+              onChange={(e) => setEndDate(e.target.value)}
+              size="small"
+              InputLabelProps={{ shrink: true }}
+              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 }} variant="outlined">
+        <Box sx={{ display: "flex", alignItems: "center", justifyContent: "space-between", p: 2, pb: 0 }}>
+          <Typography variant="subtitle1" fontWeight={600}>
+            Fetch Requests
+          </Typography>
+          <IconButton onClick={() => refetch()} disabled={isFetching}>
+            <RefreshIcon />
+          </IconButton>
+        </Box>
+
+        {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>
+        ) : (
+          <TableContainer>
+            <Table size="small">
+              <TableHead>
+                <TableRow>
+                  <TableCell>Fingerprint</TableCell>
+                  <TableCell>Source</TableCell>
+                  <TableCell>Account</TableCell>
+                  <TableCell>Status</TableCell>
+                  <TableCell>Created</TableCell>
+                  <TableCell align="right">Actions</TableCell>
+                </TableRow>
+              </TableHead>
+              <TableBody>
+                {requests.map((req: FetchRequest) => (
+                  <TableRow key={req.id}>
+                    <TableCell sx={{ fontFamily: "monospace", fontSize: "0.8rem" }}>
+                      <Box sx={{ display: "flex", alignItems: "center", gap: 0.5 }}>
+                        {req.fingerprint}
+                        <IconButton
+                          size="small"
+                          onClick={() => {
+                            navigator.clipboard.writeText(req.fingerprint);
+                            setSnackbar({ message: "Copied!", severity: "success" });
+                          }}
+                          sx={{ opacity: 0.5, '&:hover': { opacity: 1 } }}
+                        >
+                          <ContentCopyIcon sx={{ fontSize: 14 }} />
+                        </IconButton>
+                      </Box>
+                    </TableCell>
+                    <TableCell>
+                      {"path" in req.source ? "File" : "Email"}
+                    </TableCell>
+                    <TableCell>{req.account_name}</TableCell>
+                    <TableCell>
+                      <Chip
+                        label={req.status.replace(/_/g, " ")}
+                        color={statusColors[req.status]}
+                        size="small"
+                      />
+                    </TableCell>
+                    <TableCell>{formatDate(req.created_at)}</TableCell>
+                    <TableCell align="right">
+                      <IconButton size="small" onClick={() => setDeleteTarget(req)}>
+                        <DeleteIcon fontSize="small" />
+                      </IconButton>
+                    </TableCell>
+                  </TableRow>
+                ))}
+              </TableBody>
+            </Table>
+          </TableContainer>
+        )}
+      </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>
+  );
+}

src/Header.tsx

@@ -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 ? (
           <>

src/Home.tsx

@@ -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>
   );

src/ReportSnapshots.tsx

@@ -0,0 +1,273 @@
+import * as React from "react";
+import {
+  Box,
+  Container,
+  Paper,
+  Typography,
+  TextField,
+  Button,
+  Table,
+  TableBody,
+  TableCell,
+  TableContainer,
+  TableHead,
+  TableRow,
+  IconButton,
+  CircularProgress,
+  Alert,
+  Snackbar,
+  Dialog,
+  DialogTitle,
+  DialogContent,
+  DialogContentText,
+  DialogActions,
+  Switch,
+  FormControlLabel,
+  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 {
+  useReportSnapshotsList,
+  useCreateSnapshot,
+  useDeleteSnapshot,
+} from "./features/report-snapshots";
+import type { ReportSnapshot } from "./features/report-snapshots";
+
+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 { data: listData, isLoading, isFetching, refetch } = useReportSnapshotsList();
+  const createMutation = useCreateSnapshot();
+  const deleteMutation = useDeleteSnapshot();
+
+  const snapshots = listData?.data ?? [];
+
+  const handleCreate = async () => {
+    try {
+      const result = await createMutation.mutateAsync({
+        ignore_self: ignoreSelf || null,
+        start_date: startDate ? new Date(startDate).toISOString() : null,
+        end_date: endDate ? new Date(endDate).toISOString() : null,
+        min_amount: minAmount ? parseFloat(minAmount) : null,
+        max_amount: maxAmount ? parseFloat(maxAmount) : null,
+      });
+      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(false);
+    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 }}>
+          <FormControlLabel
+            control={<Switch checked={ignoreSelf} onChange={(e) => setIgnoreSelf(e.target.checked)} />}
+            label="Ignore self-transfers"
+          />
+
+          <Box sx={{ display: "flex", gap: 2 }}>
+            <TextField
+              label="Start Date"
+              type="datetime-local"
+              value={startDate}
+              onChange={(e) => setStartDate(e.target.value)}
+              size="small"
+              InputLabelProps={{ shrink: true }}
+              sx={{ flex: 1 }}
+            />
+            <TextField
+              label="End Date"
+              type="datetime-local"
+              value={endDate}
+              onChange={(e) => setEndDate(e.target.value)}
+              size="small"
+              InputLabelProps={{ shrink: true }}
+              sx={{ flex: 1 }}
+            />
+          </Box>
+
+          <Box sx={{ display: "flex", gap: 2 }}>
+            <TextField
+              label="Min Amount"
+              type="number"
+              value={minAmount}
+              onChange={(e) => setMinAmount(e.target.value)}
+              size="small"
+              sx={{ flex: 1 }}
+            />
+            <TextField
+              label="Max Amount"
+              type="number"
+              value={maxAmount}
+              onChange={(e) => setMaxAmount(e.target.value)}
+              size="small"
+              sx={{ flex: 1 }}
+            />
+          </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>
+        ) : (
+          <TableContainer>
+            <Table size="small">
+              <TableHead>
+                <TableRow>
+                  <TableCell>Snapshot ID</TableCell>
+                  <TableCell>Created</TableCell>
+                  <TableCell>Query</TableCell>
+                  <TableCell align="right">Actions</TableCell>
+                </TableRow>
+              </TableHead>
+              <TableBody>
+                {snapshots.map((snap: ReportSnapshot) => (
+                  <TableRow key={snap.id}>
+                    <TableCell sx={{ 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>
+                    </TableCell>
+                    <TableCell>{formatDate(snap.created_at)}</TableCell>
+                    <TableCell>
+                      {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">—</Typography>
+                      )}
+                    </TableCell>
+                    <TableCell align="right">
+                      <IconButton size="small" onClick={() => setDeleteTarget(snap)}>
+                        <DeleteIcon fontSize="small" />
+                      </IconButton>
+                    </TableCell>
+                  </TableRow>
+                ))}
+              </TableBody>
+            </Table>
+          </TableContainer>
+        )}
+      </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>
+  );
+}

src/components/Dashboard/Dashboard.models.ts

@@ -32,31 +32,23 @@ export interface DashboardSection {
   settings?: Record<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<DashboardFlow, ThemeAwarePalette>;
-  };
 }
 
-export interface DashboardProps {
+export interface DashboardViewProps {
   config: DashboardConfig;
   data: ReportData;
+  state: DashboardState;
+  stateSetters: DashboardStateSetters;
   isFetching: boolean;
-  onFlowChange?: (state: DashboardState) => void;
 }
 
+export interface ColorScheme {
+  primary: string;
+  surface: string;
+  text: string;
+}
 
 export interface ComponentProps extends DashboardSection {
   reportData: ReportData;
@@ -65,9 +57,5 @@ export interface ComponentProps extends DashboardSection {
   stateSetters: DashboardStateSetters;
   isFetching: boolean;
 
-  colorScheme: {
-    primary: string;
-    light: string;
-    text: string;
-  };
+  colorScheme: ColorScheme;
 }

src/components/Dashboard/Dashboard.tsx

@@ -1,202 +0,0 @@
-import * as React from "react";
-import {
-  Box,
-  Container,
-  Grid,
-  ToggleButton,
-  ToggleButtonGroup,
-  Button
-} from "@mui/material";
-import { useTheme, alpha } from "@mui/material/styles";
-import { DashboardProps, DashboardState, DashboardStateSetters, DashboardFlow } from "./Dashboard.models";
-
-export default function Dashboard({
-  config,
-  data,
-  isFetching,
-  onFlowChange,
-}: DashboardProps) {
-  const theme = useTheme();
-  const themeMode = theme.palette.mode;
-
-  const [state, setState] = React.useState<DashboardState>({
-    flow: "outflows",
-    periodType: "rolling",
-    selectedPeriodId: null,
-    selectedGroupKey: null,
-    comparison: false,
-  });
-
-  const toggleFlow = () => {
-    setState(prev => {
-      const nextFlow: DashboardFlow = prev.flow === "outflows" ? "inflows" : "outflows";
-      const nextState: DashboardState = {
-        ...prev,
-        flow: nextFlow,
-        selectedGroupKey: null,
-        selectedPeriodId: null,
-      };
-      onFlowChange?.(nextState);
-      return nextState;
-    });
-  };
-
-  const handleFlowChange = (
-    _event: React.MouseEvent<HTMLElement>,
-    newFlow: DashboardFlow | null
-  ) => {
-    if (newFlow !== null && newFlow !== state.flow) {
-      setState(prev => {
-        const nextState: DashboardState = {
-          ...prev,
-          flow: newFlow,
-          selectedGroupKey: null,
-          selectedPeriodId: null,
-        };
-        onFlowChange?.(nextState);
-        return nextState;
-      });
-    }
-  };
-
-  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 }));
-  };
-
-  const stateSetters: DashboardStateSetters = {
-    togglePeriodType,
-    toggleComparison,
-    toggleFlow,
-    setSelectedPeriodId,
-    setSelectedGroupKey,
-  };
-
-  const { flow, selectedGroupKey } = state;
-
-  const colors = React.useMemo(() => {
-    const palette = config.style.palette[flow];
-    const modeColors = palette[themeMode];
-
-    return {
-      primary: modeColors.primary,
-      light: modeColors.background || alpha(modeColors.primary, 0.1),
-      text:
-        modeColors.text ||
-        (themeMode === "light" ? theme.palette.text.primary : "#fff"),
-    };
-
-    // if (modeColors) {
-    //   return {
-    //     primary: modeColors.primary,
-    //     light: modeColors.background || alpha(modeColors.primary, 0.1),
-    //     text:
-    //       modeColors.text ||
-    //       (themeMode === "light" ? theme.palette.text.primary : "#fff"),
-    //   };
-    // }
-    //
-    // const themeColor =
-    //   flow === "outflows" ? 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]);
-
-  return (
-    <Container
-      sx={{
-        mt: 4,
-        mb: 4,
-        background: `linear-gradient(180deg, ${colors.light} 0%, transparent 100%)`,
-        borderRadius: 4,
-        p: 2,
-        transition: "background 0.3s ease",
-      }}
-    >
-      <Box
-        sx={{
-          display: "flex",
-          flexDirection: "column",
-          alignItems: "center",
-          mb: 3,
-        }}
-      >
-        <ToggleButtonGroup
-          value={flow}
-          exclusive
-          onChange={handleFlowChange}
-          sx={{
-            borderRadius: 3,
-            overflow: "hidden",
-            "& .MuiToggleButton-root": {
-              px: 3,
-              textTransform: "none",
-              color: "text.secondary",
-            },
-            "&.Mui-selected": {
-              bgcolor: colors.primary,
-              color: "white",
-              borderColor: colors.primary,
-            },
-          }}
-        >
-          <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={() => 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={12}>
-              <Component
-                {...section}
-
-                reportData={data}
-
-                state={state}
-                stateSetters={stateSetters}
-                isFetching={isFetching}
-
-                colorScheme={colors}
-              />
-            </Grid>
-          );
-        })}
-      </Grid>
-    </Container>
-  );
-}

src/components/Dashboard/Dashboard.view.tsx

@@ -0,0 +1,105 @@
+import * as React from "react";
+import {
+  Box,
+  Container,
+  Grid,
+  ToggleButton,
+  ToggleButtonGroup,
+  Button
+} from "@mui/material";
+import { useTheme, alpha } from "@mui/material/styles";
+import { DashboardViewProps } from "./Dashboard.models";
+
+export default function DashboardView({
+  config,
+  data,
+  state,
+  stateSetters,
+  isFetching,
+}: DashboardViewProps) {
+  const theme = useTheme();
+
+  const {
+    flow,
+    selectedGroupKey,
+  } = state;
+
+  const colorScheme = flow === "outflows" ? theme.palette.flows.outflows : theme.palette.flows.inflows;
+
+  return (
+    <Container
+      sx={{
+        mt: 4,
+        mb: 4,
+        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",
+      }}
+    >
+      <Box
+        sx={{
+          display: "flex",
+          flexDirection: "column",
+          alignItems: "center",
+          mb: 3,
+        }}
+      >
+        <ToggleButtonGroup
+          value={flow}
+          exclusive
+          onChange={stateSetters.toggleFlow}
+          sx={{
+            borderRadius: 3,
+            overflow: "hidden",
+            "& .MuiToggleButton-root": {
+              px: 3,
+              textTransform: "none",
+              color: "text.secondary",
+            },
+            "&.Mui-selected": {
+              bgcolor: colorScheme.primary,
+              color: "white",
+              borderColor: colorScheme.primary,
+            },
+          }}
+        >
+          <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={12}>
+              <Component
+                {...section}
+
+                reportData={data}
+
+                state={state}
+                stateSetters={stateSetters}
+                isFetching={isFetching}
+
+                colorScheme={colorScheme}
+              />
+            </Grid>
+          );
+        })}
+      </Grid>
+    </Container>
+  );
+}

src/components/Dashboard/index.ts

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

src/components/HistoryChart/HistoryChart.view.tsx

@@ -76,7 +76,7 @@ export default function HistoryChartView({
         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",

src/components/LatestItems/LatestItems.view.tsx

@@ -9,6 +9,7 @@ import {
   Box,
   IconButton,
 } from "@mui/material";
+import { alpha } from "@mui/material/styles";
 import ExpandMoreIcon from "@mui/icons-material/ExpandMore";
 import { LatestItemsViewProps } from "./LatestItems.props";
 
@@ -46,7 +47,7 @@ export default function LatestItemsView({
               <Avatar
                 variant="rounded"
                 sx={{
-                  bgcolor: `${accentColor}22`,
+                  bgcolor: alpha(accentColor, 0.13),
                   width: 48,
                   height: 48,
                   borderRadius: 3,

src/components/ProgressCard/ProgressCard.view.tsx

@@ -25,7 +25,6 @@ export default function ProgressCardView({
   onClick,
 }: ProgressCardViewProps) {
   const theme = useTheme();
-  const isDark = theme.palette.mode === "dark";
 
   const percentage = getPercentage(progressAmount, totalAmount);
   const formattedProgress = formatCurrency(progressAmount);
@@ -41,7 +40,7 @@ export default function ProgressCardView({
         borderRadius: settings.compact ? 3 : 4,
         transform: selected ? "scale(1.02)" : "scale(1)",
         transition: "transform 0.2s ease, box-shadow 0.2s ease",
-        bgcolor: colorScheme.light,
+        bgcolor: colorScheme.surface,
         color: colorScheme.text,
         display: "flex",
         flexDirection: "column",
@@ -51,9 +50,8 @@ export default function ProgressCardView({
         overflow: "hidden",
         border: selected
           ? `2px solid ${colorScheme.primary}`
-          : isDark
-          ? "1px solid rgba(255,255,255,0.1)"
-          : "1px solid rgba(0,0,0,0.06)",
+          : "1px solid",
+        borderColor: selected ? colorScheme.primary : "divider",
         boxShadow: "none",
         opacity: isFetching ? 0.6 : 1,
         pointerEvents: isFetching ? "none" : "auto",
@@ -70,7 +68,6 @@ export default function ProgressCardView({
           textOverflow: "ellipsis",
           whiteSpace: "nowrap",
           letterSpacing: 0.5,
-          textShadow: isDark ? "0 1px 2px rgba(0,0,0,0.3)" : "none",
         }}
       >
         {title}
@@ -83,7 +80,6 @@ export default function ProgressCardView({
           sx={{
             mb: 0.5,
             lineHeight: 1.2,
-            textShadow: isDark ? "0 2px 4px rgba(0,0,0,0.3)" : "none",
           }}
         >
           {formattedProgress}
@@ -92,7 +88,7 @@ export default function ProgressCardView({
         <Divider
           sx={{
             my: 1,
-            borderColor: isDark ? "rgba(255,255,255,0.15)" : "rgba(0,0,0,0.1)",
+            borderColor: "divider",
             width: "100%",
           }}
         />
@@ -118,7 +114,7 @@ export default function ProgressCardView({
             height: settings.compact ? 6 : 10,
             borderRadius: 5,
             [`&.${linearProgressClasses.colorPrimary}`]: {
-              backgroundColor: isDark ? "rgba(255, 255, 255, 0.12)" : "rgba(0, 0, 0, 0.08)",
+              backgroundColor: alpha(theme.palette.divider, 0.5),
             },
             [`& .${linearProgressClasses.bar}`]: {
               borderRadius: 5,

src/dashboard-config.ts

@@ -37,32 +37,4 @@ export const configuration: DashboardConfig = {
       component: LatestItems,
     },
   ],
-  style: {
-    palette: {
-      outflows: {
-        light: {
-          primary: "#d32f2f",
-          background: "#fdecea",
-          text: "#b71c1c"
-        },
-        dark: {
-          primary: "#f44336",
-          background: "rgba(244, 67, 54, 0.15)",
-          text: "#ffcdd2"
-        }
-      },
-      inflows: {
-        light: {
-          primary: "#2e7d32",
-          background: "#e8f5e9",
-          text: "#1b5e20"
-        },
-        dark: {
-          primary: "#4caf50",
-          background: "rgba(76, 175, 80, 0.15)",
-          text: "#c8e6c9"
-        }
-      }
-    }
-  }
 };

src/features/fetch-requests/fetch-requests.models.ts

@@ -0,0 +1,38 @@
+export type FetchRequestStatus = "pending" | "processing" | "raw_expenses_done" | "enriched_done" | "completed" | "failed";
+
+export interface FileSource {
+  path: string;
+  format: string;
+}
+
+export interface EmailSource {
+  format: string;
+  from_email?: string;
+  subject?: string;
+  raw_terms?: string[];
+}
+
+export interface FetchRequestCreate {
+  source: FileSource | EmailSource;
+  account_name: string;
+  payor_username?: string;
+  start_date?: string;
+  end_date?: string;
+}
+
+export interface FetchRequest extends FetchRequestCreate {
+  id: string;
+  status: FetchRequestStatus;
+  fingerprint: string;
+  completed_at?: string | null;
+  error_message?: string | null;
+  created_at: string;
+}
+
+export interface UploadResult {
+  original_filename: string;
+  saved_as: string;
+  content_type: string;
+  url: string;
+  absolute_path: string;
+}

src/features/fetch-requests/index.ts

@@ -0,0 +1,15 @@
+export type {
+  FetchRequest,
+  FetchRequestCreate,
+  FetchRequestStatus,
+  FileSource,
+  EmailSource,
+  UploadResult,
+} from "./fetch-requests.models";
+export {
+  useFetchRequestsList,
+  useFetchRequest,
+  useCreateFetchRequest,
+  useDeleteFetchRequest,
+  useUploadFile,
+} from "./useFetchRequests";

src/features/fetch-requests/useFetchRequests.ts

@@ -0,0 +1,43 @@
+import { useResourceByName } from "../../../react-openapi";
+import { api } from "../../../react-openapi/api/client";
+import { useMutation } from "@tanstack/react-query";
+
+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 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;
+    },
+  });
+}

src/features/report-snapshots/index.ts

@@ -0,0 +1,9 @@
+export type {
+  ReportSnapshot,
+  ReportQuery,
+} from "./report-snapshots.models";
+export {
+  useReportSnapshotsList,
+  useCreateSnapshot,
+  useDeleteSnapshot,
+} from "./useReportSnapshots";

src/features/report-snapshots/report-snapshots.models.ts

@@ -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;
+}

src/features/report-snapshots/useReportSnapshots.ts

@@ -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();
+}

src/features/report/useReport.ts

@@ -9,10 +9,13 @@ export interface ReportParams {
 }
 
 export function useReport(params: ReportParams) {
-  const { useList } = useResourceByName("reports");
+  const { useRead } = useResourceByName("reports");
 
-  return useList({
-    ...params,
-    periods: params.periods,
-  });
+  return useRead(
+    params.snapshot_id ? params.snapshot_id : "latest",
+    {
+      ...params,
+      periods: params.periods,
+    }
+  );
 }

src/main.jsx

@@ -12,6 +12,8 @@ import {
 } from "@mui/material";
 import Home from './Home';
 import Dashboard from './Dashboard';
+import FetchRequests from './FetchRequests';
+import ReportSnapshots from './ReportSnapshots';
 import { Admin, AppProvider } from '../react-openapi';
 import { configuration, profileConfiguration } from './openapi-config';
 import { Buffer } from 'buffer';
@@ -19,7 +21,7 @@ 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 +35,8 @@ 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: "/reports", component: ReportSnapshots, headerTitle: "Reports" },
   { path: "/admin/*", component: Admin, headerTitle: "Admin" },
 ];
 

src/openapi-config.ts

@@ -2,9 +2,14 @@ import { ResourceOverride } from "../react-openapi/types/overrides";
 
 export const configuration: Record<string, ResourceOverride> = {
   expenses: {
+    filterOptions: {
+      mode: "client",
+      fields: ["account", "payee", "tags", "occurred_at", "amount"],
+    },
     fields: {
       payee: {
         displayField: "name",
+        filterType: "autocomplete",
       },
       payor: {
         display: false,
@@ -12,11 +17,14 @@ export const configuration: Record<string, ResourceOverride> = {
       },
       account: {
         displayField: "name",
+        filterType: "multiselect",
       },
       tags: {
         displayField: ["name", "icon"],
+        filterType: "autocomplete",
       },
       occurred_at: {
+        filterType: "date-range",
         formatter: (val: string) => {
             const date = new Date(val);
             const day = date.getDate();
@@ -34,15 +42,14 @@ 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
-  }
 };
 
 export const profileConfiguration = {

src/shared-theme/AppTheme.tsx

@@ -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>
   );
 }

src/shared-theme/ColorModeIconDropdown.tsx

@@ -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>
-  );
-}

src/shared-theme/ColorModeSelect.tsx

@@ -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>
-  );
-}

src/shared-theme/customizations/feedback.tsx

@@ -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)}`,
         }),
       }),
     },

src/shared-theme/customizations/inputs.tsx

@@ -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],
           },

src/shared-theme/customizations/navigation.tsx

@@ -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',

src/shared-theme/customizations/surfaces.ts

@@ -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),
                 }),
               },
             },

src/shared-theme/themeConfig.ts

@@ -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],
+    },
+  };
+}

src/shared-theme/themePrimitives.ts

@@ -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)',
     },
   },
 };