5 Commits
0.2.0 ... 0.1.1

15 changed files with 59 additions and 1009 deletions

View File

@@ -30,13 +30,13 @@ export function useResource<T = any>(config: ResourceConfig | undefined) {
}); });
// --- READ ONE --- // --- READ ONE ---
const useRead = (id: string, params?: any | null) => const useRead = (id: string | null) =>
useQuery({ useQuery({
queryKey: [name, "detail", id, params], queryKey: [name, "detail", id],
queryFn: async () => { queryFn: async () => {
if (!id || !endpoint) return null; if (!id || !endpoint) return null;
// @ts-ignore // @ts-ignore
const res = await api.get<T>(`${endpoint}/${id}`, params ? { params } : undefined); const res = await api.get<T>(`${endpoint}/${id}`);
return res.data; return res.data;
}, },
enabled: !!id && !!endpoint, enabled: !!id && !!endpoint,

View File

@@ -23,18 +23,6 @@ import {
useReport, useReport,
prepareReport, prepareReport,
} from "./features/report"; } 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() { export default function Dashboard() {
const [state, setState] = React.useState<DashboardState>({ const [state, setState] = React.useState<DashboardState>({
@@ -54,28 +42,7 @@ export default function Dashboard() {
const [loadedPayees, setLoadedPayees] = React.useState<string[]>([]); const [loadedPayees, setLoadedPayees] = React.useState<string[]>([]);
const [loadedTags, setLoadedTags] = 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({ const report = useReport({
snapshot_id: selectedSnapshotId ?? undefined,
periods: ["daily", "weekly", "monthly", "all"], periods: ["daily", "weekly", "monthly", "all"],
flow: state.flow, flow: state.flow,
payee: appliedPayees.length > 0 ? appliedPayees : undefined, payee: appliedPayees.length > 0 ? appliedPayees : undefined,
@@ -83,10 +50,10 @@ export default function Dashboard() {
}); });
React.useEffect(() => { React.useEffect(() => {
if (report.data) { if (report.data?.data) {
setLoadedPayees(prev => { setLoadedPayees(prev => {
const pSet = new Set<string>(prev); const pSet = new Set<string>(prev);
report.data.buckets.forEach((b: any) => { report.data.data.buckets.forEach((b: any) => {
Object.values(b.periods).forEach((periodArray: any) => { Object.values(b.periods).forEach((periodArray: any) => {
periodArray?.forEach((p: any) => { periodArray?.forEach((p: any) => {
p.metric?.transactions?.forEach((t: any) => { p.metric?.transactions?.forEach((t: any) => {
@@ -100,7 +67,7 @@ export default function Dashboard() {
setLoadedTags(prev => { setLoadedTags(prev => {
const tSet = new Set<string>(prev); const tSet = new Set<string>(prev);
report.data.buckets.forEach((b: any) => { report.data.data.buckets.forEach((b: any) => {
Object.values(b.periods).forEach((periodArray: any) => { Object.values(b.periods).forEach((periodArray: any) => {
periodArray?.forEach((p: any) => { periodArray?.forEach((p: any) => {
p.metric?.transactions?.forEach((t: any) => { p.metric?.transactions?.forEach((t: any) => {
@@ -112,7 +79,7 @@ export default function Dashboard() {
return Array.from(tSet).sort(); return Array.from(tSet).sort();
}); });
} }
}, [report.data]); }, [report.data?.data]);
const toggleFlow = const toggleFlow =
React.useCallback(() => { React.useCallback(() => {
@@ -252,7 +219,7 @@ export default function Dashboard() {
return null; return null;
} }
const data = prepareReport(report.data); const data = prepareReport(report.data.data);
return ( return (
<Box> <Box>
<Container> <Container>
@@ -298,22 +265,6 @@ export default function Dashboard() {
sx={{ '& .MuiOutlinedInput-root': { height: 'auto', minHeight: '2.5rem', py: 0.5 } }} sx={{ '& .MuiOutlinedInput-root': { height: 'auto', minHeight: '2.5rem', py: 0.5 } }}
/> />
</Box> </Box>
<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: 40, py: 0 } }}
size="small"
/>
</Box>
<Button <Button
variant="contained" variant="contained"
size="large" size="large"

View File

@@ -1,323 +0,0 @@
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 {
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>ID</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" }}>
{req.id.slice(0, 8)}...
</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>
);
}

View File

@@ -91,32 +91,6 @@ export default function Header({
<span style={{ flexGrow: 1 }} /> <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 */} {/* AUTH SECTION */}
{isAuthenticated ? ( {isAuthenticated ? (
<> <>

View File

@@ -1,180 +1,71 @@
import * as React from "react"; import * as React from "react";
import { Box, Typography, Button, Container, Grid, Paper, Chip } from "@mui/material"; import { Box, Typography, Button, Container, Stack } from "@mui/material";
import { useTheme, alpha } from "@mui/material/styles"; import { useTheme, alpha } from "@mui/material/styles";
import { useNavigate } from "react-router-dom"; 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 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() { export default function Home() {
const navigate = useNavigate(); const navigate = useNavigate();
const theme = useTheme(); 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 ( return (
<Box <Box
sx={{ sx={{
minHeight: "calc(100vh - 64px)", width: "100%",
minHeight: "calc(100vh - 64px)", // accounting for header
display: "flex", display: "flex",
flexDirection: "column", alignItems: "center",
justifyContent: "center",
position: "relative", position: "relative",
overflow: "hidden", overflow: "hidden",
"&::before": { "&::before": {
content: '""', content: '""',
position: "absolute", position: "absolute",
top: "-15%", top: "-20%",
left: "-8%", left: "-10%",
width: "45%", width: "50%",
height: "55%", height: "60%",
background: "radial-gradient(circle, rgba(99,102,241,0.12) 0%, transparent 70%)", background: "radial-gradient(circle, rgba(99,102,241,0.15) 0%, rgba(0,0,0,0) 70%)",
zIndex: 0, zIndex: 0,
}, },
"&::after": { "&::after": {
content: '""', content: '""',
position: "absolute", position: "absolute",
bottom: "-15%", bottom: "-20%",
right: "-8%", right: "-10%",
width: "45%", width: "50%",
height: "55%", height: "60%",
background: "radial-gradient(circle, rgba(236,72,153,0.1) 0%, transparent 70%)", background: "radial-gradient(circle, rgba(236,72,153,0.15) 0%, rgba(0,0,0,0) 70%)",
zIndex: 0, zIndex: 0,
}, },
}} }}
> >
<Container maxWidth="lg" sx={{ position: "relative", zIndex: 1, flex: 1, display: "flex", flexDirection: "column", justifyContent: "center", py: 6 }}> <Container maxWidth="lg" sx={{ position: "relative", zIndex: 1 }}>
<Box <Stack
spacing={4}
alignItems="center"
textAlign="center"
sx={{ sx={{
textAlign: "center", p: { xs: 4, md: 8 },
mb: 6, backdropFilter: "blur(20px)",
backgroundColor: (t) => alpha(t.palette.common.white, t.palette.mode === "dark" ? 0.04 : 0.6),
border: "1px solid",
borderColor: "divider",
borderRadius: 4,
boxShadow: (t) =>
t.palette.mode === "dark"
? "0 8px 32px 0 rgba(0, 0, 0, 0.5)"
: "0 8px 32px 0 rgba(31, 38, 135, 0.07)",
}} }}
> >
<Typography <Typography
variant="h1" variant="h1"
sx={{ sx={{
fontWeight: 800, fontWeight: 800,
fontSize: { xs: "2.5rem", sm: "3.5rem", md: "5rem" }, fontSize: { xs: "3rem", md: "5rem" },
background: "linear-gradient(135deg, #6366f1 0%, #ec4899 50%, #f59e0b 100%)", background: "linear-gradient(45deg, #6366f1 30%, #ec4899 90%)",
WebkitBackgroundClip: "text", WebkitBackgroundClip: "text",
WebkitTextFillColor: "transparent", WebkitTextFillColor: "transparent",
letterSpacing: "-0.03em",
mb: 2, mb: 2,
}} }}
> >
@@ -182,20 +73,14 @@ export default function Home() {
</Typography> </Typography>
<Typography <Typography
variant="h6" variant="h5"
color="text.secondary" color="text.secondary"
sx={{ sx={{ maxWidth: "600px", lineHeight: 1.6 }}
maxWidth: 580,
mx: "auto",
lineHeight: 1.7,
fontWeight: 400,
fontSize: { xs: "1rem", md: "1.15rem" },
}}
> >
Your intelligent, extensible financial ledger. Import transactions, generate reports, and stay on top of your cashflow. Your intelligent, extensible financial ledger. Control accounts, manage transactions, and track your data dynamically with our OpenAPI-driven architecture.
</Typography> </Typography>
<Box sx={{ mt: 4, display: "flex", gap: 2, justifyContent: "center", flexWrap: "wrap" }}> <Box mt={4}>
<Button <Button
variant="contained" variant="contained"
size="large" size="large"
@@ -203,44 +88,21 @@ export default function Home() {
onClick={() => navigate("/dashboard")} onClick={() => navigate("/dashboard")}
sx={{ sx={{
px: 4, px: 4,
py: 1.4, py: 1.5,
borderRadius: "50px", borderRadius: "50px",
fontWeight: 700, fontWeight: "bold",
background: "linear-gradient(135deg, #6366f1 0%, #ec4899 100%)", background: "linear-gradient(45deg, #6366f1 30%, #ec4899 90%)",
transition: "transform 0.2s ease, box-shadow 0.2s", transition: "transform 0.2s ease-in-out, box-shadow 0.2s",
"&:hover": { "&:hover": {
transform: "translateY(-2px)", transform: "translateY(-3px)",
boxShadow: `0 8px 24px ${alpha(theme.palette.primary.main, 0.35)}`, boxShadow: (t) => `0 8px 20px ${alpha(t.palette.primary.main, 0.4)}`,
}, },
}} }}
> >
Enter Dashboard Enter Dashboard
</Button> </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> </Box>
</Box> </Stack>
<Grid container spacing={3}>
{features.map((f) => (
<Grid key={f.title} size={{ xs: 12, sm: 6, md: 3 }}>
<FeatureCard {...f} />
</Grid>
))}
</Grid>
</Container> </Container>
</Box> </Box>
); );

View File

@@ -1,271 +0,0 @@
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 {
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 [accounts, setAccounts] = React.useState("");
const [ignoreSelf, setIgnoreSelf] = React.useState(false);
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({
accounts: accounts.trim() ? accounts.split(",").map((s) => s.trim()).filter(Boolean) : null,
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 = () => {
setAccounts("");
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 }}>
<TextField
label="Accounts"
value={accounts}
onChange={(e) => setAccounts(e.target.value)}
size="small"
helperText="Comma-separated account IDs (leave empty for all)"
/>
<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" }}>
{snap.snapshot_id.slice(0, 12)}...
</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>
);
}

View File

@@ -1,38 +0,0 @@
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;
}

View File

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

View File

@@ -1,43 +0,0 @@
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;
},
});
}

View File

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

View File

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

View File

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

View File

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

View File

@@ -12,8 +12,6 @@ import {
} from "@mui/material"; } from "@mui/material";
import Home from './Home'; import Home from './Home';
import Dashboard from './Dashboard'; import Dashboard from './Dashboard';
import FetchRequests from './FetchRequests';
import ReportSnapshots from './ReportSnapshots';
import { Admin, AppProvider } from '../react-openapi'; import { Admin, AppProvider } from '../react-openapi';
import { configuration, profileConfiguration } from './openapi-config'; import { configuration, profileConfiguration } from './openapi-config';
import { Buffer } from 'buffer'; import { Buffer } from 'buffer';
@@ -35,8 +33,6 @@ const routerMapping = [
{ path: "/", component: Home, headerTitle: "Home" }, { path: "/", component: Home, headerTitle: "Home" },
{ path: "/home", component: Home, headerTitle: "Home" }, { path: "/home", component: Home, headerTitle: "Home" },
{ path: "/dashboard", component: Dashboard, headerTitle: "Dashboard" }, { 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" }, { path: "/admin/*", component: Admin, headerTitle: "Admin" },
]; ];

View File

@@ -40,9 +40,9 @@ export const configuration: Record<string, ResourceOverride> = {
}, },
pagination: true, pagination: true,
}, },
// reports: { reports: {
// hidden: true hidden: true
// } }
}; };
export const profileConfiguration = { export const profileConfiguration = {