use full for fast loading than weekly for payee report

react-openapi/api/client.ts

@@ -7,28 +7,6 @@ import { createApiClient } from "../../react-auth";
 let _api: AxiosInstance | null = null;
 let _auth: AxiosInstance | null = null;
 
-function withParamsSerializer(instance: AxiosInstance): AxiosInstance {
-  instance.defaults.paramsSerializer = {
-    serialize: (params) => {
-      const searchParams = new URLSearchParams();
-
-      Object.entries(params).forEach(([key, value]) => {
-        if (Array.isArray(value)) {
-          value.forEach((v) => {
-            searchParams.append(key, String(v)); // NO []
-          });
-        } else if (value !== undefined && value !== null) {
-          searchParams.append(key, String(value));
-        }
-      });
-
-      return searchParams.toString();
-    },
-  };
-
-  return instance;
-}
-
 export const api = {
   get: (...args: Parameters<AxiosInstance["get"]>) => {
     if (!_api) throw new Error("API client not initialized");
@@ -60,6 +38,6 @@ export const auth = {
 };
 
 export function initializeApiClients(baseUrl: string, authBaseUrl: string) {
-  _api = withParamsSerializer(createApiClient(baseUrl));
-  _auth = withParamsSerializer(createApiClient(authBaseUrl));
+  _api = createApiClient(baseUrl);
+  _auth = createApiClient(authBaseUrl);
 }

react-openapi/hooks/useResource.ts

@@ -1,4 +1,4 @@
-import { useQuery, useMutation, useQueryClient, keepPreviousData } from "@tanstack/react-query";
+import { useQuery, useMutation, useQueryClient } from "@tanstack/react-query";
 import { api } from "../api/client";
 import { ResourceConfig } from "../types/config";
 import { ConfigContext } from "../providers/ConfigContext";
@@ -26,17 +26,16 @@ export function useResource<T = any>(config: ResourceConfig | undefined) {
         };
       },
       enabled: !!endpoint,
-      placeholderData: keepPreviousData,
     });
 
   // --- READ ONE ---
-  const useRead = (id: string, params?: any | null) =>
+  const useRead = (id: string | null) =>
     useQuery({
-      queryKey: [name, "detail", id, params],
+      queryKey: [name, "detail", id],
       queryFn: async () => {
         if (!id || !endpoint) return null;
         // @ts-ignore
-        const res = await api.get<T>(`${endpoint}/${id}`, params ? { params } : undefined);
+        const res = await api.get<T>(`${endpoint}/${id}`);
         return res.data;
       },
       enabled: !!id && !!endpoint,

src/AppTheme.tsx

@@ -0,0 +1,48 @@
+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

@@ -3,236 +3,18 @@ import {
   Box,
   Container,
   CircularProgress,
-  Alert,
-  TextField,
-  Paper,
-  Autocomplete,
-  Button
+  Alert
 } from "@mui/material";
 
-import DashboardView from "./components/Dashboard";
-
-import {
-  DashboardState,
-  DashboardStateSetters,
-  DashboardFlow,
-} from "./components/Dashboard";
-
+import ConfigurableDashboard 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",
-  });
-}
+import { useDashboardData } from "./features/dashboard";
 
 export default function Dashboard() {
-  const [state, setState] = React.useState<DashboardState>({
-    flow: "outflows",
-    periodType: "rolling",
-    selectedPeriodId: null,
-    selectedGroupKey: null,
-    comparison: false,
-  });
+  const [mode, setMode] = React.useState<"expense" | "income">("expense");
+  const { data, latest, isLoading, error } = useDashboardData(mode);
 
-  const [appliedPayees, setAppliedPayees] = React.useState<string[]>([]);
-  const [appliedTags, setAppliedTags] = React.useState<string[]>([]);
-
-  const [payeeInput, setPayeeInput] = React.useState<string[]>([]);
-  const [tagsInput, setTagsInput] = React.useState<string[]>([]);
-
-  const [loadedPayees, setLoadedPayees] = React.useState<string[]>([]);
-  const [loadedTags, setLoadedTags] = React.useState<string[]>([]);
-
-  const [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: state.flow,
-    payee: appliedPayees.length > 0 ? appliedPayees : undefined,
-    tags: appliedTags.length > 0 ? appliedTags : undefined,
-  });
-
-  React.useEffect(() => {
-    if (report.data) {
-      setLoadedPayees(prev => {
-        const pSet = new Set<string>(prev);
-        report.data.buckets.forEach((b: any) => {
-          Object.values(b.periods).forEach((periodArray: any) => {
-            periodArray?.forEach((p: any) => {
-              p.metric?.transactions?.forEach((t: any) => {
-                if (t.payee?.name) pSet.add(t.payee.name);
-              });
-            });
-          });
-        });
-        return Array.from(pSet).sort();
-      });
-
-      setLoadedTags(prev => {
-        const tSet = new Set<string>(prev);
-        report.data.buckets.forEach((b: any) => {
-          Object.values(b.periods).forEach((periodArray: any) => {
-            periodArray?.forEach((p: any) => {
-              p.metric?.transactions?.forEach((t: any) => {
-                t.tags?.forEach((tag: any) => tSet.add(tag.name || tag));
-              });
-            });
-          });
-        });
-        return Array.from(tSet).sort();
-      });
-    }
-  }, [report.data]);
-
-  const toggleFlow =
-    React.useCallback(() => {
-      setState((prev) => ({
-        ...prev,
-
-        flow:
-          prev.flow ===
-          "outflows"
-            ? "inflows"
-            : "outflows",
-
-        selectedGroupKey:
-          null,
-
-        selectedPeriodId:
-          null,
-      }));
-    }, []);
-
-  const setFlow =
-    React.useCallback(
-      (
-        flow: DashboardFlow
-      ) => {
-        setState((prev) => ({
-          ...prev,
-
-          flow,
-
-          selectedGroupKey:
-            null,
-
-          selectedPeriodId:
-            null,
-        }));
-      },
-      []
-    );
-
-  const togglePeriodType =
-    React.useCallback(() => {
-      setState((prev) => ({
-        ...prev,
-
-        periodType:
-          prev.periodType ===
-          "rolling"
-            ? "calendar"
-            : "rolling",
-      }));
-    }, []);
-
-  const toggleComparison =
-    React.useCallback(() => {
-      setState((prev) => ({
-        ...prev,
-
-        comparison:
-          !prev.comparison,
-      }));
-    }, []);
-
-  const setSelectedPeriodId =
-    React.useCallback(
-      (
-        selectedPeriodId: DashboardState["selectedPeriodId"]
-      ) => {
-        setState((prev) => ({
-          ...prev,
-
-          selectedPeriodId,
-        }));
-      },
-      []
-    );
-
-  const setSelectedGroupKey =
-    React.useCallback(
-      (
-        selectedGroupKey: DashboardState["selectedGroupKey"]
-      ) => {
-        setState((prev) => ({
-          ...prev,
-
-          selectedGroupKey,
-        }));
-      },
-      []
-    );
-
-  const stateSetters: DashboardStateSetters =
-    React.useMemo(
-      () => ({
-        toggleFlow,
-
-        setFlow,
-
-        togglePeriodType,
-
-        toggleComparison,
-
-        setSelectedPeriodId,
-
-        setSelectedGroupKey,
-      }),
-      [
-        toggleFlow,
-        setFlow,
-        togglePeriodType,
-        toggleComparison,
-        setSelectedPeriodId,
-        setSelectedGroupKey,
-      ]
-    );
-
-  const isLoading = report.isLoading;
-  const error = report.error;
-
-  if (isLoading && !report.data) {
+  if (isLoading) {
     return (
       <Box sx={{ display: "flex", justifyContent: "center", alignItems: "center", height: "60vh" }}>
         <CircularProgress />
@@ -248,93 +30,16 @@ export default function Dashboard() {
     );
   }
 
-  if (!report.data) {
+  if (!data) {
     return null;
   }
 
-  const data = prepareReport(report.data);
   return (
-    <Box>
-      <Container>
-        <Paper 
-          sx={{ 
-            mt: 4, 
-            p: 2, 
-            display: "flex", 
-            flexDirection: { xs: "column", sm: "row" },
-            gap: 2, 
-            alignItems: { xs: "stretch", sm: "flex-end" }, 
-            borderRadius: 4,
-            mb: -2 // pull up to be closer to the dashboard container below
-          }} 
-          elevation={0} 
-          variant="outlined"
-        >
-          <Box sx={{ display: 'flex', flexDirection: 'column', flex: 1, minWidth: { sm: 250 } }}>
-            <Box sx={{ typography: 'caption', mb: 1, color: 'text.secondary' }}>
-              Filter by Payee
-            </Box>
-            <Autocomplete
-              multiple
-              freeSolo
-              options={loadedPayees}
-              value={payeeInput}
-              onChange={(_, val) => setPayeeInput(val as string[])}
-              renderInput={(params) => <TextField {...params} placeholder="Add payees..." />}
-              sx={{ '& .MuiOutlinedInput-root': { height: 'auto', minHeight: '2.5rem', py: 0.5 } }}
-            />
-          </Box>
-          <Box sx={{ display: 'flex', flexDirection: 'column', flex: 1, minWidth: { sm: 250 } }}>
-            <Box sx={{ typography: 'caption', mb: 1, color: 'text.secondary' }}>
-              Filter by Tags
-            </Box>
-            <Autocomplete
-              multiple
-              freeSolo
-              options={loadedTags}
-              value={tagsInput}
-              onChange={(_, val) => setTagsInput(val as string[])}
-              renderInput={(params) => <TextField {...params} placeholder="Add tags..." />}
-              sx={{ '& .MuiOutlinedInput-root': { height: 'auto', minHeight: '2.5rem', py: 0.5 } }}
-            />
-          </Box>
-          <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
-            variant="contained"
-            size="large"
-            onClick={() => {
-              setAppliedPayees(payeeInput);
-              setAppliedTags(tagsInput);
-            }}
-            disabled={isLoading}
-            sx={{ height: 40, borderRadius: 2 }}
-          >
-            Apply
-          </Button>
-        </Paper>
-      </Container>
-      <DashboardView
-        config={configuration}
-        data={data}
-        state={state}
-        stateSetters={stateSetters}
-        isFetching={report.isFetching}
-      />
-    </Box>
+    <ConfigurableDashboard
+      config={configuration}
+      data={data}
+      latest={latest}
+      onModeChange={(newMode) => setMode(newMode)}
+    />
   );
 }

src/FetchRequests.tsx

@@ -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>
-  );
-}

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 "./shared-theme/AppTheme";
+import { ColorModeContext } from "./AppTheme";
 
 interface HeaderProps {
   routerMapping: {
@@ -91,32 +91,6 @@ 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

@@ -1,180 +1,70 @@
 import * as React from "react";
-import { Box, Typography, Button, Container, Grid, Paper, Chip } from "@mui/material";
-import { useTheme, alpha } from "@mui/material/styles";
+import { Box, Typography, Button, Container, Stack } from "@mui/material";
 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={{
-        minHeight: "calc(100vh - 64px)",
+        width: "100%",
+        minHeight: "calc(100vh - 64px)", // accounting for header
         display: "flex",
-        flexDirection: "column",
+        alignItems: "center",
+        justifyContent: "center",
         position: "relative",
         overflow: "hidden",
         "&::before": {
           content: '""',
           position: "absolute",
-          top: "-15%",
-          left: "-8%",
-          width: "45%",
-          height: "55%",
-          background: "radial-gradient(circle, rgba(99,102,241,0.12) 0%, transparent 70%)",
+          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%)",
           zIndex: 0,
         },
         "&::after": {
           content: '""',
           position: "absolute",
-          bottom: "-15%",
-          right: "-8%",
-          width: "45%",
-          height: "55%",
-          background: "radial-gradient(circle, rgba(236,72,153,0.1) 0%, transparent 70%)",
+          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%)",
           zIndex: 0,
         },
       }}
     >
-      <Container maxWidth="lg" sx={{ position: "relative", zIndex: 1, flex: 1, display: "flex", flexDirection: "column", justifyContent: "center", py: 6 }}>
-        <Box
+      <Container maxWidth="lg" sx={{ position: "relative", zIndex: 1 }}>
+        <Stack
+          spacing={4}
+          alignItems="center"
+          textAlign="center"
           sx={{
-            textAlign: "center",
-            mb: 6,
+            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)",
           }}
         >
           <Typography
             variant="h1"
             sx={{
               fontWeight: 800,
-              fontSize: { xs: "2.5rem", sm: "3.5rem", md: "5rem" },
-              background: "linear-gradient(135deg, #6366f1 0%, #ec4899 50%, #f59e0b 100%)",
+              fontSize: { xs: "3rem", md: "5rem" },
+              background: "linear-gradient(45deg, #6366f1 30%, #ec4899 90%)",
               WebkitBackgroundClip: "text",
               WebkitTextFillColor: "transparent",
-              letterSpacing: "-0.03em",
               mb: 2,
             }}
           >
@@ -182,20 +72,14 @@ export default function Home() {
           </Typography>
 
           <Typography
-            variant="h6"
+            variant="h5"
             color="text.secondary"
-            sx={{
-              maxWidth: 580,
-              mx: "auto",
-              lineHeight: 1.7,
-              fontWeight: 400,
-              fontSize: { xs: "1rem", md: "1.15rem" },
-            }}
+            sx={{ maxWidth: "600px", lineHeight: 1.6 }}
           >
-            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>
 
-          <Box sx={{ mt: 4, display: "flex", gap: 2, justifyContent: "center", flexWrap: "wrap" }}>
+          <Box mt={4}>
             <Button
               variant="contained"
               size="large"
@@ -203,44 +87,21 @@ export default function Home() {
               onClick={() => navigate("/dashboard")}
               sx={{
                 px: 4,
-                py: 1.4,
+                py: 1.5,
                 borderRadius: "50px",
-                fontWeight: 700,
-                background: "linear-gradient(135deg, #6366f1 0%, #ec4899 100%)",
-                transition: "transform 0.2s ease, box-shadow 0.2s",
+                fontWeight: "bold",
+                background: "linear-gradient(45deg, #6366f1 30%, #ec4899 90%)",
+                transition: "transform 0.2s ease-in-out, box-shadow 0.2s",
                 "&:hover": {
-                  transform: "translateY(-2px)",
-                  boxShadow: `0 8px 24px ${alpha(theme.palette.primary.main, 0.35)}`,
+                  transform: "translateY(-3px)",
+                  boxShadow: "0 8px 20px rgba(236,72,153,0.4)",
                 },
               }}
             >
               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>
-        </Box>
-
-        <Grid container spacing={3}>
-          {features.map((f) => (
-            <Grid key={f.title} size={{ xs: 12, sm: 6, md: 3 }}>
-              <FeatureCard {...f} />
-            </Grid>
-          ))}
-        </Grid>
+        </Stack>
       </Container>
     </Box>
   );

src/ReportSnapshots.tsx

@@ -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>
-  );
-}

src/components/Dashboard/Dashboard.models.ts

@@ -1,61 +1,49 @@
 import * as React from "react";
-import {
-  ReportData,
-  GroupKey,
-} from "../../features/report";
 
-export type DashboardFlow = "outflows" | "inflows";
-export type DashboardPeriodType = "rolling" | "calendar";
-export type DashboardSelectedPeriodId = string | null;
+export type DashboardMode = "expense" | "income";
+export type DashboardPeriod = "rolling" | "calendar";
 
 export interface DashboardState {
-  flow: DashboardFlow;
-  periodType: DashboardPeriodType;
-  selectedPeriodId: DashboardSelectedPeriodId;
-  selectedGroupKey: GroupKey | null;
+  mode: DashboardMode;
+  period: DashboardPeriod;
   comparison: boolean;
 }
 
-export interface DashboardStateSetters {
-  setSelectedPeriodId: (id: DashboardSelectedPeriodId) => void;
-  setSelectedGroupKey: (groupKey: GroupKey | null) => void;
-  toggleFlow: () => void;
-  togglePeriodType: () => void;
-  toggleComparison: () => void;
-}
-
 export interface DashboardSection {
   id: string;
-  title: string;
-  component: React.ComponentType<any>;
+  title?: string;
   summary?: string;
+  component: React.ComponentType<any>;
+  dataKey?: string;
   settings?: Record<string, any>;
+  isList?: boolean;
+  style?: {
+    size?: number;
+    [key: string]: any;
+  };
+}
+
+export interface ColorDefinition {
+  primary: string;
+  background?: string;
+  text?: string;
+}
+
+export interface ThemeAwarePalette {
+  light: ColorDefinition;
+  dark: ColorDefinition;
 }
 
 export interface DashboardConfig {
   sections: DashboardSection[];
+  style?: {
+    palette?: Record<DashboardMode, ThemeAwarePalette>;
+  };
 }
 
-export interface DashboardViewProps {
+export interface DashboardProps {
   config: DashboardConfig;
-  data: ReportData;
-  state: DashboardState;
-  stateSetters: DashboardStateSetters;
-  isFetching: boolean;
-}
-
-export interface ColorScheme {
-  primary: string;
-  surface: string;
-  text: string;
-}
-
-export interface ComponentProps extends DashboardSection {
-  reportData: ReportData;
-
-  state: DashboardState;
-  stateSetters: DashboardStateSetters;
-  isFetching: boolean;
-
-  colorScheme: ColorScheme;
+  data: any; // Aggregated data from features
+  latest: any[]; // Latest items from features
+  onModeChange?: (mode: DashboardMode) => void;
 }

src/components/Dashboard/Dashboard.tsx

@@ -0,0 +1,19 @@
+import * as React from "react";
+import DashboardView from "./Dashboard.view";
+import { DashboardProps, DashboardState } from "./Dashboard.models";
+
+export default function Dashboard(props: DashboardProps) {
+  const [state, setState] = React.useState<DashboardState>({
+    mode: "expense",
+    period: "rolling",
+    comparison: false,
+  });
+
+  return (
+    <DashboardView
+      {...props}
+      state={state}
+      setState={setState}
+    />
+  );
+}

src/components/Dashboard/Dashboard.view.tsx

@@ -3,80 +3,93 @@ import {
   Box,
   Container,
   Grid,
+  Typography,
   ToggleButton,
-  ToggleButtonGroup,
-  Button
+  ToggleButtonGroup
 } from "@mui/material";
 import { useTheme, alpha } from "@mui/material/styles";
-import { DashboardViewProps } from "./Dashboard.models";
+import { DashboardProps, DashboardState } from "./Dashboard.models";
+
+interface ViewProps extends DashboardProps {
+  state: DashboardState;
+  setState: React.Dispatch<React.SetStateAction<DashboardState>>;
+}
 
 export default function DashboardView({
   config,
   data,
+  latest,
   state,
-  stateSetters,
-  isFetching,
-}: DashboardViewProps) {
+  setState,
+  onModeChange
+}: ViewProps) {
   const theme = useTheme();
+  const themeMode = theme.palette.mode;
+  const { mode, period, comparison } = state;
 
-  const {
-    flow,
-    selectedGroupKey,
-  } = state;
+  // Resolve colors with fallbacks
+  const colors = React.useMemo(() => {
+    const palette = config.style?.palette?.[mode];
+    const modeColors = palette ? palette[themeMode] : null;
 
-  const colorScheme = flow === "outflows" ? theme.palette.flows.outflows : theme.palette.flows.inflows;
+    if (modeColors) {
+      return {
+        primary: modeColors.primary,
+        light: modeColors.background || alpha(modeColors.primary, 0.1),
+        text: modeColors.text || (themeMode === 'light' ? theme.palette.text.primary : '#fff')
+      };
+    }
+
+    // Fallback to standard theme colors
+    const themeColor = mode === 'expense' ? theme.palette.error : theme.palette.success;
+    return {
+      primary: themeColor.main,
+      light: alpha(themeColor.main, themeMode === 'light' ? 0.08 : 0.15),
+      text: themeColor.main
+    };
+  }, [config.style?.palette, mode, themeMode, theme.palette]);
+
+  const handleModeChange = (_: any, newMode: any) => {
+    if (newMode && onModeChange) {
+      onModeChange(newMode);
+      setState(prev => ({ ...prev, mode: newMode }));
+    }
+  };
 
   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%)`,
+        background: `linear-gradient(180deg, ${colors.light} 0%, transparent 100%)`,
         borderRadius: 4,
         p: 2,
-        transition: "background 0.3s ease",
+        transition: 'background 0.3s ease'
       }}
     >
-      <Box
-        sx={{
-          display: "flex",
-          flexDirection: "column",
-          alignItems: "center",
-          mb: 3,
-        }}
-      >
+      <Box sx={{ display: "flex", justifyContent: "center", mb: 3 }}>
         <ToggleButtonGroup
-          value={flow}
+          value={mode}
           exclusive
-          onChange={stateSetters.toggleFlow}
+          onChange={handleModeChange}
           sx={{
             borderRadius: 3,
             overflow: "hidden",
             "& .MuiToggleButton-root": {
               px: 3,
               textTransform: "none",
-              color: "text.secondary",
+              color: "text.secondary"
             },
             "&.Mui-selected": {
-              bgcolor: colorScheme.primary,
+              bgcolor: colors.primary,
               color: "white",
-              borderColor: colorScheme.primary,
+              borderColor: colors.primary
             },
           }}
         >
-          <ToggleButton value="outflows">Outflows</ToggleButton>
-          <ToggleButton value="inflows">Inflows</ToggleButton>
+          <ToggleButton value="expense">Expenses</ToggleButton>
+          <ToggleButton value="income">Income</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}>
@@ -84,18 +97,54 @@ export default function DashboardView({
           const Component = section.component;
           
           return (
-            <Grid key={section.id} size={12}>
-              <Component
-                {...section}
+            <Grid key={section.id} size={section.style?.size || 12 as any}>
+              {section.title && !section.isList && (
+                <Box sx={{ mb: 2 }}>
+                  <Typography variant="h6" fontWeight={700}>
+                    {section.title}
+                  </Typography>
+                </Box>
+              )}
 
-                reportData={data}
-
-                state={state}
-                stateSetters={stateSetters}
-                isFetching={isFetching}
-
-                colorScheme={colorScheme}
-              />
+              {section.isList ? (
+                <Box>
+                  {section.title && (
+                    <Box sx={{ mb: 2 }}>
+                      <Typography variant="h6" fontWeight={700}>
+                        {section.title}
+                      </Typography>
+                    </Box>
+                  )}
+                  <Grid container spacing={2}>
+                    {(data[section.dataKey || ""] || []).map((item: any, idx: number) => (
+                      <Grid key={idx} size={{ xs: 12, sm: 6, md: 2.4 }}>
+                        <Component
+                          {...section.settings}
+                          header={item.payeeName || item.name}
+                          progressAmount={item.amount}
+                          totalAmount={data.totalAmount}
+                          colorTheme={mode === "expense" ? "error" : "success"}
+                        />
+                      </Grid>
+                    ))}
+                  </Grid>
+                </Box>
+              ) : (
+                <Component
+                  {...section.settings}
+                  header={section.title}
+                  summary={section.summary}
+                  data={section.dataKey ? data[section.dataKey] : data.chartData}
+                  items={section.dataKey === 'latest' ? latest : (data[section.dataKey || ''] || [])}
+                  title={section.title}
+                  accentColor={colors.primary}
+                  colorScheme={colors}
+                  period={period}
+                  onPeriodChange={(p: any) => setState(prev => ({ ...prev, period: p }))}
+                  comparison={comparison}
+                  setComparison={(c: any) => setState(prev => ({ ...prev, comparison: c }))}
+                />
+              )}
             </Grid>
           );
         })}

src/components/Dashboard/index.ts

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

src/components/HistoryChart/HistoryChart.adapter.ts

@@ -1,73 +0,0 @@
-import { ReportData } from "../../features/report";
-import {
-  mergeBucketPeriods,
-  getAmount,
-  PeriodKey,
-} from "../report.helpers";
-import { ChartDataPoint } from "./HistoryChart.models";
-
-// ─── Tab → PeriodKey ─────────────────────────────────────────
-
-const TAB_TO_KEY: Record<string, PeriodKey> = {
-  Daily: "daily",
-  Weekly: "weekly",
-  Monthly: "monthly",
-  "All Time": "all",
-};
-
-export function tabToKey(tab: string): PeriodKey {
-  return TAB_TO_KEY[tab] ?? "all";
-}
-
-// ─── Comparison ──────────────────────────────────────────────
-
-function attachComparison(
-  points: ChartDataPoint[],
-  key: PeriodKey
-): ChartDataPoint[] {
-  const getCompareIndex = (i: number) => {
-    if (key === "daily") return i - 7;
-    if (key === "weekly") return i - 4;
-    if (key === "monthly") return i - 12;
-    return -1;
-  };
-
-  return points.map((p, i) => {
-    const ci = getCompareIndex(i);
-
-    return {
-      ...p,
-      compare:
-        ci >= 0 && points[ci]
-          ? {
-              id: points[ci].id,
-              label: points[ci].label,
-              amount: points[ci].amount,
-            }
-          : undefined,
-    };
-  });
-}
-
-// ─── Main adapter ────────────────────────────────────────────
-
-export function buildChartData(
-  reportData: ReportData,
-  key: PeriodKey,
-  flow: "outflows" | "inflows",
-  comparison: boolean
-): ChartDataPoint[] {
-  const merged = mergeBucketPeriods(reportData.buckets, key);
-
-  let points: ChartDataPoint[] = merged.map((p) => ({
-    id: p.id,
-    label: p.label,
-    amount: getAmount(p),
-  }));
-
-  if (comparison) {
-    points = attachComparison(points, key);
-  }
-
-  return points;
-}

src/components/HistoryChart/HistoryChart.models.ts

@@ -1,6 +1,5 @@
 export interface _ChartDataPoint {
   id: string;
-  label: string;
   amount: number;
   highlighted?: boolean;
 }
@@ -8,3 +7,31 @@ export interface _ChartDataPoint {
 export interface ChartDataPoint extends _ChartDataPoint {
   compare?: _ChartDataPoint;
 }
+
+export interface ChartData {
+  daily?: ChartDataPoint[];
+  weekly?: Record<string, ChartDataPoint[]>;
+  monthly?: Record<string, ChartDataPoint[]>;
+}
+
+export interface AggregatedDashboardData {
+  chartData: ChartData;
+  totalAmount: number;
+  topPayees: Array<{ payeeName: string; amount: number }>;
+}
+
+export interface HistoryChartProps {
+  header: string;
+  summary?: string;
+  tabs: string[];
+  data: ChartData;
+  period: "rolling" | "calendar";
+  onPeriodChange: (p: "rolling" | "calendar") => void;
+  comparison: boolean;
+  setComparison: (v: boolean) => void;
+  colorScheme: {
+    primary: string;
+    light: string;
+    text: string;
+  };
+}

src/components/HistoryChart/HistoryChart.props.ts

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

src/components/HistoryChart/HistoryChart.tsx

@@ -1,84 +1,48 @@
 import * as React from "react";
+import { ChartDataPoint, HistoryChartProps, ChartData } from "./HistoryChart.models";
 import HistoryChartView from "./HistoryChart.view";
-import { buildChartData, tabToKey } from "./HistoryChart.adapter";
-import { HistoryChartProps } from "./HistoryChart.props";
-
 
 export default function HistoryChart(props: HistoryChartProps) {
-  const {
-    settings,
-    reportData,
-    state,
-    stateSetters,
-
-    isFetching,
-  } = props;
-
-  const { flow, comparison, selectedPeriodId } = state;
-  const { setSelectedPeriodId } = stateSetters;
-  const { tabs } = settings;
+  const { tabs, data, period, comparison } = props;
 
   const [activeTab, setActiveTab] = React.useState<string>(tabs[0] || "");
   const [startIndex, setStartIndex] = React.useState(0);
 
-  const activeDataKey = tabToKey(activeTab);
+  const activeDataKey = activeTab.toLowerCase() as keyof ChartData;
 
-  const currentData = React.useMemo(() => {
-    return buildChartData(reportData, activeDataKey, flow, comparison);
-  }, [reportData, activeDataKey, flow, comparison]);
+  let rawData: ChartDataPoint[] = [];
+
+  if (activeDataKey === "daily") {
+    rawData = data.daily || [];
+  } else {
+    const section = data[activeDataKey];
+    rawData = section?.[period] || [];
+  }
+
+  const currentData = rawData;
 
   const maxAmount =
     currentData.length > 0
       ? Math.max(
           ...currentData.flatMap((d) =>
-            comparison
-              ? [d.amount, ...(d.compare ? [d.compare.amount] : [])]
-              : [d.amount]
+            comparison ? [d.amount, d.compare?.amount ?? 0] : [d.amount]
           ),
           1
         )
       : 1;
 
-  const visibleCountMap = {
-    daily: 7,
-    weekly: 6,
-    monthly: 4,
-    all: 4,
-  };
-
-  const visibleCount = visibleCountMap[activeDataKey] ?? 4;
+  const visibleCountMap = { daily: 7, weekly: 6, monthly: 4 };
+  const visibleCount = visibleCountMap[activeDataKey];
 
   const total = currentData.length;
 
-  const clampedStartIndex = Math.min(
-    startIndex,
-    Math.max(total - visibleCount, 0)
-  );
-
-  React.useEffect(() => {
-    if (startIndex !== clampedStartIndex) {
-      setStartIndex(clampedStartIndex);
-    }
-  }, [startIndex, clampedStartIndex]);
+  const clampedStartIndex = Math.min(startIndex, Math.max(total - visibleCount, 0));
 
   const visibleData = currentData.slice(
     clampedStartIndex,
     clampedStartIndex + visibleCount
   );
 
-  React.useEffect(() => {
-    setSelectedPeriodId(null);
-  }, [activeTab]);
-
-  React.useEffect(() => {
-    if (
-      selectedPeriodId &&
-      !visibleData.some((p) => p.id === selectedPeriodId)
-    ) {
-      setSelectedPeriodId(null);
-    }
-  }, [visibleData, selectedPeriodId]);
-
   return (
     <HistoryChartView
       {...props}
@@ -88,7 +52,7 @@ export default function HistoryChart(props: HistoryChartProps) {
       visibleData={visibleData}
       maxAmount={maxAmount}
       visibleCount={visibleCount}
-      startIndex={clampedStartIndex}
+      startIndex={startIndex}
       setStartIndex={setStartIndex}
       activeDataKey={activeDataKey}
     />

src/components/HistoryChart/HistoryChart.utils.ts

@@ -25,3 +25,19 @@ export const formatDisplay = (
 
   return `₹ ${formatShort(base)} (${sign}${formatShort(Math.abs(diff))})`;
 };
+
+export const formatLabel = (label: string, type: string) => {
+  if (type === "monthly") return label;
+
+  if (type === "weekly") {
+    const parts = label.split(" - ");
+    if (parts.length === 2) {
+      const [start, end] = parts;
+      const startDay = start.split(" ")[0];
+      const [endDay, month] = end.split(" ");
+      return `${startDay}–${endDay} ${month}`;
+    }
+  }
+
+  return label;
+};

src/components/HistoryChart/HistoryChart.view.tsx

@@ -11,60 +11,60 @@ import IconButton from "@mui/material/IconButton";
 import ChevronLeftIcon from "@mui/icons-material/ChevronLeft";
 import ChevronRightIcon from "@mui/icons-material/ChevronRight";
 import {
-  HistoryChartViewProps,
-} from "./HistoryChart.props";
-import { formatDisplay } from "./HistoryChart.utils";
+  ChartDataPoint,
+  HistoryChartProps,
+} from "./HistoryChart.models";
+import { formatDisplay, formatLabel } from "./HistoryChart.utils";
 
-export default function HistoryChartView({
-  title,
-  summary,
-  settings,
+interface ViewProps extends HistoryChartProps {
+  activeTab: string;
+  setActiveTab: (v: string) => void;
+  currentData: ChartDataPoint[];
+  visibleData: ChartDataPoint[];
+  maxAmount: number;
+  visibleCount: number;
+  startIndex: number;
+  setStartIndex: React.Dispatch<React.SetStateAction<number>>;
+  activeDataKey: string;
+}
 
-  state,
-  stateSetters,
-  isFetching,
-
-  colorScheme,
-
-  activeTab,
-  setActiveTab,
-  currentData,
-  visibleData,
-  maxAmount,
-  visibleCount,
-  startIndex,
-  setStartIndex,
-  activeDataKey,
-}: HistoryChartViewProps) {
-
-  const { flow, periodType, selectedPeriodId, comparison } = state;
-  const { togglePeriodType, setSelectedPeriodId, toggleComparison } = stateSetters;
+export default function HistoryChartView(props: ViewProps) {
+  const {
+    header,
+    summary,
+    tabs,
+    period,
+    onPeriodChange,
+    comparison,
+    setComparison,
+    colorScheme,
+    activeTab,
+    setActiveTab,
+    currentData,
+    visibleData,
+    maxAmount,
+    visibleCount,
+    startIndex,
+    setStartIndex,
+    activeDataKey,
+  } = props;
 
   const theme = useTheme();
   const isDark = theme.palette.mode === "dark";
 
-  const total = currentData.length;
-  const maxStartIndex = Math.max(total - visibleCount, 0);
-  const clampedStartIndex = Math.min(startIndex, maxStartIndex);
-
   const handleTabChange = (_: React.MouseEvent<HTMLElement>, newTab: string | null) => {
     if (newTab !== null) setActiveTab(newTab);
   };
 
-  const canGoLeft = clampedStartIndex > 0;
-  const canGoRight = clampedStartIndex < maxStartIndex;
+  const canGoLeft = startIndex > 0;
+  const canGoRight = startIndex + visibleCount < currentData.length;
 
   const handlePrev = () => {
-    if (!canGoLeft) return;
-    setStartIndex((prev) => Math.max(prev - visibleCount, 0));
+    if (canGoLeft) setStartIndex((prev) => prev - visibleCount);
   };
 
   const handleNext = () => {
-    if (!canGoRight) return;
-    setStartIndex((prev) => {
-      const next = prev + visibleCount;
-      return Math.min(next, maxStartIndex);
-    });
+    if (canGoRight) setStartIndex((prev) => prev + visibleCount);
   };
 
   return (
@@ -76,14 +76,12 @@ export default function HistoryChartView({
         boxShadow: "none",
         border: "1px solid",
         borderColor: "divider",
-        bgcolor: isDark ? "background.paper" : colorScheme.surface,
-        opacity: isFetching ? 0.6 : 1,
-        transition: "opacity 0.3s ease",
-        pointerEvents: isFetching ? "none" : "auto",
+        bgcolor: isDark ? "background.paper" : colorScheme.light,
+        transition: 'background-color 0.3s ease, border-color 0.3s ease'
       }}
     >
-      <Typography variant="h6" fontWeight={700} gutterBottom>
-        {title}
+      <Typography variant="h6" fontWeight={700} gutterBottom sx={{ color: isDark ? 'text.primary' : colorScheme.text }}>
+        {header}
       </Typography>
 
       {summary && (
@@ -93,24 +91,42 @@ export default function HistoryChartView({
       )}
 
       <ToggleButtonGroup value={activeTab} exclusive onChange={handleTabChange} fullWidth sx={{ mb: 4 }}>
-        {settings.tabs.map((tab) => (
+        {tabs.map((tab) => (
           <ToggleButton key={tab} value={tab}>
             {tab}
           </ToggleButton>
         ))}
       </ToggleButtonGroup>
 
-      <Box sx={{ display: "flex", justifyContent: "space-between", mb: 3 }}>
-        <ToggleButtonGroup value={periodType} exclusive onChange={togglePeriodType} size="small">
+      <Box sx={{ display: "flex", alignItems: "center", justifyContent: "space-between", mb: 3 }}>
+        <ToggleButtonGroup value={period} exclusive onChange={(_, v) => v && onPeriodChange(v)} size="small">
           <ToggleButton value="rolling">Rolling</ToggleButton>
-          <ToggleButton value="calendar">Calendar</ToggleButton>
+          <ToggleButton value="calendar" disabled={activeDataKey === "daily"}>
+            Calendar
+          </ToggleButton>
         </ToggleButtonGroup>
 
         <ToggleButton
           value="compare"
           selected={comparison}
-          onChange={toggleComparison}
+          onChange={() => setComparison(!comparison)}
           size="small"
+          sx={{
+            textTransform: "none",
+            borderRadius: 2,
+            px: 2,
+            color: "text.secondary",
+            border: "1px solid",
+            borderColor: "divider",
+            "&.Mui-selected": {
+              color: "white",
+              bgcolor: "success.main",
+              borderColor: "success.main"
+            },
+            "&.Mui-selected:hover": {
+              bgcolor: "success.dark"
+            }
+          }}
         >
           Compare
         </ToggleButton>
@@ -119,7 +135,19 @@ export default function HistoryChartView({
       {currentData.length > 0 ? (
         <Box sx={{ position: "relative", mt: 4 }}>
           {canGoLeft && (
-            <IconButton onClick={handlePrev} size="small" sx={{ position: "absolute", left: 0, top: "50%" }}>
+            <IconButton
+              onClick={handlePrev}
+              size="small"
+              sx={{
+                position: "absolute",
+                left: 0,
+                top: "50%",
+                transform: "translateY(-50%)",
+                zIndex: 2,
+                bgcolor: "background.paper",
+                boxShadow: 1
+              }}
+            >
               <ChevronLeftIcon fontSize="small" />
             </IconButton>
           )}
@@ -130,67 +158,78 @@ export default function HistoryChartView({
               const compareHeight = comparison
                 ? ((point.compare?.amount ?? 0) / maxAmount) * 100
                 : 0;
-
-              const isSelected = selectedPeriodId === point.id;
-              const display = formatDisplay(point, activeDataKey, comparison);
+              const labelHeight = Math.max(currentHeight, compareHeight);
 
               return (
-                <Box
-                  key={point.id}
-                  onClick={() =>
-                    setSelectedPeriodId(isSelected ? null : point.id)
-                  }
-                  sx={{
-                    flex: 1,
-                    display: "flex",
-                    flexDirection: "column",
-                    alignItems: "center",
-                    cursor: "pointer",
-                    height: "100%"
-                  }}
-                >
-                  <Box sx={{ display: "flex", alignItems: "flex-end", gap: 1, height: "100%" }}>
+                <Box key={point.id} sx={{ flex: 1, display: "flex", flexDirection: "column", alignItems: "center", justifyContent: "flex-end", height: "100%" }}>
+                  <Box sx={{ display: "flex", alignItems: "flex-end", gap: comparison ? 1 : 0.5, height: "100%", position: "relative" }}>
+                    <Typography
+                      variant="caption"
+                      sx={{
+                        position: "absolute",
+                        bottom: `${labelHeight}%`,
+                        left: "50%",
+                        transform: "translate(-50%, -6px)",
+                        fontSize: "0.65rem",
+                        whiteSpace: "nowrap",
+                        pointerEvents: "none",
+                        color: 'text.secondary',
+                        fontWeight: 600
+                      }}
+                    >
+                      {formatDisplay(point, activeTab.toLowerCase(), comparison)}
+                    </Typography>
+
                     {comparison && (
-                      <Box
-                        sx={{
-                          width: 8,
-                          height: `${compareHeight}%`,
-                          bgcolor: alpha(colorScheme.primary, 0.4),
-                          borderRadius: "4px 4px 0 0"
-                        }}
-                      />
+                      <Box sx={{ width: 8, height: `${compareHeight}%`, bgcolor: isDark ? alpha(colorScheme.primary, 0.3) : alpha(colorScheme.primary, 0.4), borderRadius: '4px 4px 0 0' }} />
                     )}
 
                     <Box
                       sx={{
-                        width: 12,
+                        width: comparison ? 10 : 16,
                         height: `${currentHeight}%`,
-                        bgcolor: isSelected ? "warning.main" : colorScheme.primary,
-                        borderRadius: "4px 4px 0 0"
+                        bgcolor: point.highlighted ? colorScheme.primary : isDark ? alpha(colorScheme.primary, 0.8) : alpha(colorScheme.primary, 0.9),
+                        borderRadius: '4px 4px 0 0',
+                        boxShadow: point.highlighted ? `0 0 10px ${alpha(colorScheme.primary, 0.5)}` : 'none'
                       }}
                     />
                   </Box>
 
-                  <Typography variant="caption">
-                    {point.label}
-                  </Typography>
-
-                  {comparison && point.compare && (
-                    <Typography variant="caption" color="text.secondary">
-                      {point.compare.label}
+                  <Box sx={{ mt: 1.5, textAlign: "center", display: "flex", flexDirection: "column", alignItems: "center", lineHeight: 1.1 }}>
+                    <Typography variant="caption" sx={{ fontSize: "0.7rem", opacity: 0.8, color: 'text.primary', fontWeight: 500 }}>
+                      {formatLabel(point.id, activeDataKey)}
                     </Typography>
-                  )}
 
-                  <Typography variant="caption">
-                    {display}
-                  </Typography>
+                    <Typography
+                      variant="caption"
+                      sx={{
+                        fontSize: "0.65rem",
+                        color: "text.disabled",
+                        visibility: comparison && point.compare && activeDataKey !== "daily" ? "visible" : "hidden"
+                      }}
+                    >
+                      {point.compare ? formatLabel(point.compare.id, activeDataKey) : "placeholder"}
+                    </Typography>
+                  </Box>
                 </Box>
               );
             })}
           </Box>
 
           {canGoRight && (
-            <IconButton onClick={handleNext} size="small" sx={{ position: "absolute", right: 0, top: "50%" }}>
+            <IconButton
+              onClick={handleNext}
+              size="small"
+              sx={{
+                position: "absolute",
+                right: 0,
+                top: "50%",
+                transform: "translateY(-50%)",
+                zIndex: 2,
+                bgcolor: "background.paper",
+                boxShadow: 1
+              }}
+            >
               <ChevronRightIcon fontSize="small" />
             </IconButton>
           )}

src/components/LatestItems/LatestItems.adapter.ts

@@ -1,31 +0,0 @@
-import { ReportData, GroupKey } from "../../features/report";
-import {
-  formatCurrency,
-  extractFilteredTransactions,
-} from "../report.helpers";
-import { LatestItem } from "./LatestItems.models";
-
-// ─── Main adapter ────────────────────────────────────────────
-
-export function buildLatestItems(
-  reportData: ReportData,
-  selectedPeriodId: string | null | undefined,
-  selectedGroupKey: GroupKey | null | undefined,
-  flow: "outflows" | "inflows"
-): LatestItem[] {
-  const txns = extractFilteredTransactions(reportData, selectedPeriodId, selectedGroupKey);
-
-  return txns
-    .sort(
-      (a, b) =>
-        new Date(b.occurred_at).getTime() -
-        new Date(a.occurred_at).getTime()
-    )
-    .map((t, index) => ({
-      id: index + 1,
-      title: t.payee.name,
-      subtitle: t.tags.map((tag) => tag.name).join(", "),
-      amount: formatCurrency(t.amount),
-      timeAgo: new Date(t.occurred_at).toLocaleDateString("en-IN"),
-    }));
-}

src/components/LatestItems/LatestItems.models.ts

@@ -1,7 +1,18 @@
+import * as React from "react";
+
 export interface LatestItem {
   id: string | number;
+  icon: React.ReactNode;
+  iconBgColor?: string;
   title: string;
   subtitle: string;
   amount: string;
   timeAgo: string;
 }
+
+export interface LatestItemsListProps {
+  title?: string;
+  items: LatestItem[];
+  onViewAll?: () => void;
+  accentColor: string;
+}

src/components/LatestItems/LatestItems.props.ts

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

src/components/LatestItems/LatestItems.tsx

@@ -1,40 +1,112 @@
 import * as React from "react";
-import { buildLatestItems } from "./LatestItems.adapter";
-import LatestItemsView from "./LatestItems.view";
-import { LatestItemsProps } from "./LatestItems.props";
+import {
+  List,
+  ListItem,
+  ListItemAvatar,
+  ListItemText,
+  Avatar,
+  Typography,
+  Box,
+  Button,
+} from "@mui/material";
 
-export default function LatestItems(props: LatestItemsProps) {
-  const {
-    reportData,
-    state,
-    stateSetters,
-    isFetching,
-  } = props;
+export interface LatestItem {
+  id: string | number;
+  icon: React.ReactNode;
+  iconBgColor?: string;
+  title: string;
+  subtitle: string;
+  amount: string;
+  timeAgo: string;
+}
 
-  const { flow, selectedPeriodId, selectedGroupKey } = state;
-  const [visibleCount, setVisibleCount] = React.useState(5);
-
-  // Reset count when flow changes to start clean
-  React.useEffect(() => {
-    setVisibleCount(5);
-  }, [flow]);
-
-  const allItems = React.useMemo(() => {
-    return buildLatestItems(reportData, selectedPeriodId, selectedGroupKey, flow);
-  }, [reportData, selectedPeriodId, selectedGroupKey, flow]);
-
-  const visibleItems = React.useMemo(() => {
-    return allItems.slice(0, visibleCount);
-  }, [allItems, visibleCount]);
-
-  const canExpand = visibleCount < allItems.length;
+export interface LatestItemsListProps {
+  title?: string;
+  items: LatestItem[];
+  onViewAll?: () => void;
+  accentColor: any;
+}
 
+export default function LatestItems({
+  title = "Recent Transactions",
+  items,
+  onViewAll,
+  accentColor,
+}: LatestItemsListProps) {
   return (
-    <LatestItemsView
-      {...props}
-      items={visibleItems}
-      canExpand={canExpand}
-      onExpand={() => setVisibleCount((prev) => prev + 5)}
-    />
+    <Box sx={{ width: "100%", bgcolor: "background.paper", borderRadius: 4, p: 2 }}>
+      {/* Header */}
+      <Box sx={{ display: "flex", justifyContent: "space-between", alignItems: "center", mb: 2, px: 2 }}>
+        <Typography variant="h6" fontWeight="bold">
+          {title}
+        </Typography>
+        {onViewAll && (
+          <Button
+            variant="text"
+            color="inherit"
+            size="small"
+            sx={{ textTransform: "none", color: "text.secondary", fontWeight: "medium" }}
+            onClick={onViewAll}
+          >
+            view all
+          </Button>
+        )}
+      </Box>
+
+      {/* List */}
+      <List disablePadding>
+        {items.map((item, index) => (
+          <ListItem
+            key={item.id}
+            sx={{
+              px: { xs: 1, sm: 2 },
+              py: 2,
+              mb: index !== items.length - 1 ? 1 : 0,
+              borderRadius: 3,
+              "&:hover": { bgcolor: "action.hover" },
+              transition: "background-color 0.2s ease",
+            }}
+          >
+            <ListItemAvatar>
+              <Avatar
+                variant="rounded"
+                sx={{
+                  bgcolor: `${accentColor}22`,
+                  color: "inherit",
+                  width: 48,
+                  height: 48,
+                  borderRadius: 3,
+                  mr: 2,
+                }}
+              >
+                {item.icon}
+              </Avatar>
+            </ListItemAvatar>
+            
+            <ListItemText
+              primary={
+                <Typography variant="subtitle1" fontWeight={600} color="text.primary">
+                  {item.title}
+                </Typography>
+              }
+              secondary={
+                <Typography variant="body2" color="text.secondary">
+                  {item.subtitle}
+                </Typography>
+              }
+            />
+
+            <Box sx={{ textAlign: "right" }}>
+              <Typography variant="subtitle1" fontWeight={700} color="text.primary">
+                {item.amount}
+              </Typography>
+              <Typography variant="caption" color="text.secondary" sx={{ display: 'block', mt: 0.5 }}>
+                {item.timeAgo}
+              </Typography>
+            </Box>
+          </ListItem>
+        ))}
+      </List>
+    </Box>
   );
 }

src/components/LatestItems/LatestItems.view.tsx

@@ -1,93 +1,6 @@
-import * as React from "react";
-import {
-  List,
-  ListItem,
-  ListItemAvatar,
-  ListItemText,
-  Avatar,
-  Typography,
-  Box,
-  IconButton,
-} from "@mui/material";
-import { alpha } from "@mui/material/styles";
-import ExpandMoreIcon from "@mui/icons-material/ExpandMore";
-import { LatestItemsViewProps } from "./LatestItems.props";
+import LatestItemsListView from "./LatestItems.view";
+import { LatestItemsListProps } from "./LatestItems.models";
 
-export default function LatestItemsView({
-  items,
-  title,
-  canExpand,
-  onExpand,
-  isFetching,
-  colorScheme,
-}: LatestItemsViewProps) {
-  const accentColor = colorScheme?.primary || "";
-
-  return (
-    <Box sx={{ width: "100%", bgcolor: "background.paper", borderRadius: 4, p: 2, opacity: isFetching ? 0.6 : 1, transition: "opacity 0.3s ease", pointerEvents: isFetching ? "none" : "auto" }}>
-      <Box sx={{ mb: 2, px: 2 }}>
-        <Typography variant="h6" fontWeight="bold">
-          {title}
-        </Typography>
-      </Box>
-
-      <List disablePadding>
-        {items.map((item, index) => (
-          <ListItem
-            key={item.id}
-            sx={{
-              px: { xs: 1, sm: 2 },
-              py: 2,
-              mb: index !== items.length - 1 ? 1 : 0,
-              borderRadius: 3,
-              "&:hover": { bgcolor: "action.hover" },
-            }}
-          >
-            <ListItemAvatar>
-              <Avatar
-                variant="rounded"
-                sx={{
-                  bgcolor: alpha(accentColor, 0.13),
-                  width: 48,
-                  height: 48,
-                  borderRadius: 3,
-                  mr: 2,
-                }}
-              />
-            </ListItemAvatar>
-
-            <ListItemText
-              primary={
-                <Typography variant="subtitle1" fontWeight={600}>
-                  {item.title}
-                </Typography>
-              }
-              secondary={
-                <Typography variant="body2" color="text.secondary">
-                  {item.subtitle}
-                </Typography>
-              }
-            />
-
-            <Box sx={{ textAlign: "right" }}>
-              <Typography variant="subtitle1" fontWeight={700}>
-                {item.amount}
-              </Typography>
-              <Typography variant="caption" color="text.secondary">
-                {item.timeAgo}
-              </Typography>
-            </Box>
-          </ListItem>
-        ))}
-
-        {canExpand && (
-          <Box sx={{ display: "flex", justifyContent: "center", mt: 2 }}>
-            <IconButton size="small" onClick={onExpand}>
-              <ExpandMoreIcon />
-            </IconButton>
-          </Box>
-        )}
-      </List>
-    </Box>
-  );
+export default function LatestItemsList(props: LatestItemsListProps) {
+  return <LatestItemsListView {...props} />;
 }

src/components/ProgressCard/ProgressCard.models.ts

@@ -0,0 +1,8 @@
+export interface ProgressCardProps {
+  header: string;
+  summary?: string;
+  progressAmount: number;
+  totalAmount: number;
+  colorTheme?: "primary" | "secondary" | "error" | "info" | "success" | "warning";
+  compact?: boolean;
+}

src/components/ProgressCard/ProgressCard.props.ts

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

src/components/ProgressCard/ProgressCard.tsx

@@ -0,0 +1,23 @@
+import * as React from "react";
+import ProgressCardView from "./ProgressCard.view";
+import { ProgressCardProps } from "./ProgressCard.models";
+import { getPercentage, formatCurrency } from "./ProgressCard.utils";
+
+export default function ProgressCard(props: ProgressCardProps) {
+  const { progressAmount, totalAmount, compact = false } = props;
+
+  const percentage = getPercentage(progressAmount, totalAmount);
+  
+  const formattedProgress = formatCurrency(progressAmount);
+  const formattedTotal = formatCurrency(totalAmount);
+
+  return (
+    <ProgressCardView
+      {...props}
+      percentage={percentage}
+      formattedProgress={formattedProgress}
+      formattedTotal={formattedTotal}
+      compact={compact}
+    />
+  );
+}

src/components/ProgressCard/ProgressCard.utils.ts

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

src/components/ProgressCard/ProgressCard.view.tsx

@@ -8,79 +8,77 @@ import {
   linearProgressClasses
 } from "@mui/material";
 import { useTheme, alpha } from "@mui/material/styles";
-import { getPercentage, formatCurrency } from "../report.helpers";
-import { ProgressCardViewProps } from "./ProgressCard.props";
+import { ProgressCardProps } from "./ProgressCard.models";
+
+interface ViewProps extends ProgressCardProps {
+  percentage: number;
+  formattedProgress: string;
+  formattedTotal: string;
+}
 
 export default function ProgressCardView({
-  title,
-  settings,
-
-  isFetching,
-
-  colorScheme,
-
-  progressAmount,
-  totalAmount,
-  selected,
-  onClick,
-}: ProgressCardViewProps) {
+  header,
+  colorTheme = "info",
+  percentage,
+  formattedProgress,
+  formattedTotal,
+  compact = false,
+}: ViewProps) {
   const theme = useTheme();
-
-  const percentage = getPercentage(progressAmount, totalAmount);
-  const formattedProgress = formatCurrency(progressAmount);
-  const formattedTotal = formatCurrency(totalAmount);
+  const isDark = theme.palette.mode === "dark";
 
   return (
     <Paper
-      elevation={settings.compact ? 2 : 4}
-      onClick={onClick}
+      elevation={compact ? 2 : 4}
       sx={{
         width: "100%",
-        p: settings.compact ? { xs: 2.5, md: 3 } : { xs: 3, md: 4 },
-        borderRadius: settings.compact ? 3 : 4,
-        transform: selected ? "scale(1.02)" : "scale(1)",
-        transition: "transform 0.2s ease, box-shadow 0.2s ease",
-        bgcolor: colorScheme.surface,
-        color: colorScheme.text,
+        p: compact ? { xs: 2.5, md: 3 } : { xs: 3, md: 4 },
+        borderRadius: compact ? 3 : 4,
+        background: (theme) => {
+          const baseColor = theme.palette[colorTheme]?.main || theme.palette.primary.main;
+          const lightColor = theme.palette[colorTheme]?.light || theme.palette.primary.light;
+          return isDark
+            ? `linear-gradient(135deg, ${alpha(baseColor, 0.9)} 0%, ${alpha(baseColor, 0.3)} 100%)`
+            : `linear-gradient(135deg, ${baseColor} 0%, ${lightColor} 100%)`;
+        },
+        color: "#fff",
         display: "flex",
         flexDirection: "column",
-        alignItems: settings.compact ? "flex-start" : "center",
+        alignItems: compact ? "flex-start" : "center",
         justifyContent: "center",
         position: "relative",
         overflow: "hidden",
-        border: selected
-          ? `2px solid ${colorScheme.primary}`
-          : "1px solid",
-        borderColor: selected ? colorScheme.primary : "divider",
-        boxShadow: "none",
-        opacity: isFetching ? 0.6 : 1,
-        pointerEvents: isFetching ? "none" : "auto",
+        border: isDark ? "1px solid rgba(255,255,255,0.1)" : "none",
+        boxShadow: (theme) =>
+          `0 ${compact ? 6 : 12}px ${compact ? 12 : 24}px -10px ${
+            isDark
+              ? "rgba(0,0,0,0.5)"
+              : theme.palette[colorTheme]?.main || theme.palette.primary.main
+          }`,
       }}
     >
       <Typography 
-        variant={settings.compact ? "body2" : "subtitle1"}
+        variant={compact ? "body2" : "subtitle1"} 
         fontWeight={700} 
         sx={{ 
           opacity: 0.95, 
-          mb: settings.compact ? 1.5 : 2,
-          width: "100%",
-          overflow: "hidden",
-          textOverflow: "ellipsis",
-          whiteSpace: "nowrap",
+          mb: compact ? 1.5 : 2, 
+          width: '100%', 
+          overflow: 'hidden', 
+          textOverflow: 'ellipsis', 
+          whiteSpace: 'nowrap',
           letterSpacing: 0.5,
+          textShadow: isDark ? '0 1px 2px rgba(0,0,0,0.3)' : 'none'
         }}
       >
-        {title}
+        {header}
       </Typography>
 
-      <Box sx={{ mb: settings.compact ? 2 : 3, width: "100%" }}>
+      <Box sx={{ mb: compact ? 2 : 3, width: '100%' }}>
         <Typography
-          variant={settings.compact ? "h5" : "h3"}
+          variant={compact ? "h5" : "h3"}
           fontWeight={900}
-          sx={{
-            mb: 0.5,
-            lineHeight: 1.2,
-          }}
+          sx={{ mb: 0.5, lineHeight: 1.2, textShadow: isDark ? '0 2px 4px rgba(0,0,0,0.3)' : 'none' }}
         >
           {formattedProgress}
         </Typography>
@@ -88,38 +86,38 @@ export default function ProgressCardView({
         <Divider
           sx={{
             my: 1,
-            borderColor: "divider",
+            borderColor: "rgba(255,255,255,0.25)",
             width: "100%",
           }}
         />
 
         <Typography
-          variant={settings.compact ? "caption" : "body2"}
+          variant={compact ? "caption" : "body2"}
           sx={{
             opacity: 0.85,
             fontWeight: 500,
             display: "block",
-            color: alpha(colorScheme.text, 0.85),
+            color: "rgba(255,255,255,0.9)"
           }}
         >
           of {formattedTotal}
         </Typography>
       </Box>
 
-      <Box sx={{ width: "100%", mt: "auto" }}>
+      <Box sx={{ width: "100%", mt: 'auto' }}>
         <LinearProgress
           variant="determinate"
           value={percentage}
           sx={{
-            height: settings.compact ? 6 : 10,
+            height: compact ? 6 : 10,
             borderRadius: 5,
             [`&.${linearProgressClasses.colorPrimary}`]: {
-              backgroundColor: alpha(theme.palette.divider, 0.5),
+              backgroundColor: "rgba(0, 0, 0, 0.25)",
             },
             [`& .${linearProgressClasses.bar}`]: {
               borderRadius: 5,
-              backgroundColor: colorScheme.primary,
-              boxShadow: `0 0 8px ${alpha(colorScheme.primary, 0.4)}`,
+              backgroundColor: "#fff",
+              boxShadow: '0 0 8px rgba(255,255,255,0.4)'
             },
           }}
         />

src/components/ProgressCard/TopPayees.adapter.ts

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

src/components/ProgressCard/TopPayees.tsx

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

src/components/ProgressCard/TopTags.adapter.ts

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

src/components/ProgressCard/TopTags.tsx

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

src/components/ProgressCard/index.ts

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

src/components/report.helpers.ts

@@ -1,230 +0,0 @@
-import {
-  ReportPeriod,
-  ReportBucket,
-  GroupKey,
-  PeriodType,
-  ReportData,
-  Transaction,
-} from "../features/report";
-
-// ─── Types ────────────────────────────────────────────────────
-
-export type PeriodKey = PeriodType;
-
-export type DecoratedPeriod = ReportPeriod & {
-  id: string;
-  label: string;
-};
-
-// ─── Period helpers ───────────────────────────────────────────
-
-const PREFIX_TO_KEY: Record<string, PeriodKey> = {
-  D: "daily",
-  W: "weekly",
-  M: "monthly",
-  ALL: "all",
-};
-
-/**
- * Derive the period key from a decorated-period id.
- * E.g. `"W:2026-04-28_2026-05-04"` → `"weekly"`
- */
-export function periodIdToKey(periodId: string): PeriodKey {
-  const prefix = periodId.split(":")[0];
-  return PREFIX_TO_KEY[prefix] ?? "all";
-}
-
-// ─── Metric helpers ───────────────────────────────────────────
-
-export function getAmount(period: ReportPeriod): number {
-  return period.metric.sum;
-}
-
-function mergeMetric(a: ReportPeriod["metric"], b: ReportPeriod["metric"]) {
-  const sum = a.sum + b.sum;
-  const count = a.count + b.count;
-
-  return {
-    ...a,
-    sum,
-    count,
-    average: count > 0 ? sum / count : 0,
-    transactions:
-      a.transactions || b.transactions
-        ? [...(a.transactions || []), ...(b.transactions || [])]
-        : undefined,
-  };
-}
-
-/**
- * Merge periods with the same id across all buckets, summing
- * their metrics and concatenating transactions.
- *
- * Returns sorted by start date ascending.
- */
-export function mergeBucketPeriods(
-  buckets: ReportBucket[],
-  key: PeriodKey
-): DecoratedPeriod[] {
-  const map = new Map<string, DecoratedPeriod>();
-
-  for (const bucket of buckets) {
-    const periods = (bucket.periods[key] || []) as DecoratedPeriod[];
-
-    for (const p of periods) {
-      const existing = map.get(p.id);
-
-      if (!existing) {
-        map.set(p.id, {
-          ...p,
-          metric: { ...p.metric },
-        });
-      } else {
-        map.set(p.id, {
-          ...existing,
-          metric: mergeMetric(existing.metric, p.metric),
-        });
-      }
-    }
-  }
-
-  return Array.from(map.values()).sort(
-    (a, b) => new Date(a.start).getTime() - new Date(b.start).getTime()
-  );
-}
-
-// ─── Formatting ───────────────────────────────────────────────
-
-export const formatCurrency = (val: number) => {
-  const absVal = Math.abs(val);
-  if (absVal >= 100000) {
-    return `₹ ${(val / 100000).toFixed(2)}L`;
-  }
-  if (absVal >= 1000) {
-    return `₹ ${(val / 1000).toFixed(2)}k`;
-  }
-  return `₹ ${val.toFixed(2)}`;
-};
-
-export const getPercentage = (progressAmount: number, totalAmount: number) => {
-  if (!totalAmount) return 0;
-  return Math.min(100, Math.max(0, (progressAmount / totalAmount) * 100));
-};
-
-// ─── Group filtering ──────────────────────────────────────────
-
-/**
- * Check if a bucket's group_key matches the selected GroupKey.
- * Every dimension present in `selected` must exist in the bucket
- * and contain all the selected values.
- */
-export function matchesGroupKey(
-  bucket: ReportBucket,
-  selected: GroupKey
-): boolean {
-  for (const [dim, values] of Object.entries(selected)) {
-    const bucketValues = bucket.group_key[dim];
-    if (!bucketValues) return false;
-    if (!(values as string[]).every((v) => bucketValues.includes(v)))
-      return false;
-  }
-  return true;
-}
-
-/**
- * Return only buckets matching the selected group key,
- * or all buckets if no selection.
- */
-export function filterBuckets(
-  buckets: ReportBucket[],
-  selectedGroupKey: GroupKey | null
-): ReportBucket[] {
-  if (!selectedGroupKey) return buckets;
-  return buckets.filter((b) => matchesGroupKey(b, selectedGroupKey));
-}
-
-export function extractFilteredTransactions(
-  reportData: ReportData,
-  selectedPeriodId: string | null | undefined,
-  selectedGroupKey: GroupKey | null | undefined
-): Transaction[] {
-  let txns: Transaction[] = [];
-
-  if (selectedPeriodId) {
-    const key = periodIdToKey(selectedPeriodId);
-    const periods = mergeBucketPeriods(reportData.buckets, key);
-    const selected = periods.find((p) => p.id === selectedPeriodId);
-    txns = selected?.metric.transactions || [];
-  } else {
-    const periods = mergeBucketPeriods(reportData.buckets, "all");
-    if (periods.length > 0) {
-      const period = periods.reduce((latest, p) =>
-        new Date(p.start).getTime() > new Date(latest.start).getTime()
-          ? p
-          : latest
-      , periods[0]);
-      txns = period?.metric.transactions || [];
-    }
-  }
-
-  if (selectedGroupKey) {
-    txns = txns.filter((txn) => {
-      let match = true;
-      if (selectedGroupKey.tags && selectedGroupKey.tags.length > 0) {
-        if (!txn.tags) {
-          match = false;
-        } else {
-          const txnTags = txn.tags.map((t: any) =>
-            typeof t === "string" ? t : t.name
-          );
-          if (
-            !selectedGroupKey.tags.every((selectedTag) =>
-              txnTags.includes(selectedTag)
-            )
-          ) {
-            match = false;
-          }
-        }
-      }
-      if (match && selectedGroupKey.payee && selectedGroupKey.payee.length > 0) {
-        if (!txn.payee || !txn.payee.name) {
-          match = false;
-        } else {
-          if (!selectedGroupKey.payee.includes(txn.payee.name)) {
-            match = false;
-          }
-        }
-      }
-      return match;
-    });
-  }
-
-  return txns;
-}
-
-export function aggregateTransactions(
-  transactions: Transaction[],
-  keyExtractor: (txn: Transaction) => string[],
-  limit = 4
-): { items: { name: string; amount: number }[]; total: number } {
-  const map = new Map<string, number>();
-
-  for (const txn of transactions) {
-    const keys = keyExtractor(txn);
-    for (const key of keys) {
-      map.set(key, (map.get(key) || 0) + txn.amount);
-    }
-  }
-
-  const items = Array.from(map.entries()).map(([name, amount]) => ({
-    name,
-    amount,
-  }));
-
-  items.sort((a, b) => b.amount - a.amount);
-
-  const top = items.slice(0, limit);
-  const total = top.reduce((sum, item) => sum + item.amount, 0);
-
-  return { items: top, total };
-}

src/dashboard-config.ts

@@ -1,8 +1,7 @@
 import HistoryChart from "./components/HistoryChart";
+import ProgressCard from "./components/ProgressCard";
 import LatestItems from "./components/LatestItems";
 import { DashboardConfig } from "./components/Dashboard";
-import TopTags from "./components/ProgressCard/TopTags";
-import TopPayees from "./components/ProgressCard/TopPayees";
 
 export const configuration: DashboardConfig = {
   sections: [
@@ -11,30 +10,63 @@ export const configuration: DashboardConfig = {
       title: "Breakdown",
       summary: "Interactive chronological tracking",
       component: HistoryChart,
+      dataKey: "chartData",
       settings: {
-        tabs: ["Weekly", "Monthly"],
+        tabs: ["Daily", "Weekly", "Monthly"],
       },
-    },
-    {
-      id: "top-categories",
-      title: 'Top Categories',
-      component: TopTags,
-      settings: {
-        compact: true,
+      style: {
+        size: 12,
       },
     },
     {
       id: "top-payees",
       title: 'Top Payees',
-      component: TopPayees,
+      component: ProgressCard,
+      dataKey: "topPayees",
+      isList: true,
       settings: {
         compact: true,
       },
+      style: {
+        size: 12,
+      },
     },
     {
-      id: "items",
+      id: "latest",
       title: 'Recent Transactions',
       component: LatestItems,
+      dataKey: "latest",
+      style: {
+        size: 12,
+      },
     },
   ],
+  style: {
+    palette: {
+      expense: {
+        light: {
+          primary: "#d32f2f",
+          background: "#fdecea",
+          text: "#b71c1c"
+        },
+        dark: {
+          primary: "#f44336",
+          background: "rgba(244, 67, 54, 0.15)",
+          text: "#ffcdd2"
+        }
+      },
+      income: {
+        light: {
+          primary: "#2e7d32",
+          background: "#e8f5e9",
+          text: "#1b5e20"
+        },
+        dark: {
+          primary: "#4caf50",
+          background: "rgba(76, 175, 80, 0.15)",
+          text: "#c8e6c9"
+        }
+      }
+    }
+  }
 };

src/features/dashboard/dashboard.mapper.ts

@@ -0,0 +1,40 @@
+import * as React from "react";
+import MonetizationOnIcon from "@mui/icons-material/MonetizationOn";
+import { LatestItem } from "../../components/LatestItems";
+
+const DEFAULT_ICON = React.createElement(MonetizationOnIcon, {
+  sx: { color: "#388e3c" }
+});
+
+export function mapToLatestItems(
+  items: any[],
+  type: "expense" | "income"
+): LatestItem[] {
+  const isValid = (amt: number) =>
+    type === "expense" ? amt < 0 : amt > 0;
+
+  return items
+    .filter((item: any) => isValid(Number(item.amount) || 0))
+    .slice(0, 5)
+    .map((exp: any, index: number) => {
+      const time = new Date(
+        exp.occurred_at || exp.created_at || Date.now()
+      ).getTime();
+
+      const diffDays = Math.floor(
+        Math.abs(Date.now() - time) / (1000 * 60 * 60 * 24)
+      );
+
+      return {
+        id: exp.id || index,
+        icon: DEFAULT_ICON,
+        iconBgColor:
+          type === "expense" ? "#ffebee" : "#e8f5e9",
+        title: exp.payee?.name || exp.payee || "Unknown Payee",
+        subtitle:
+          exp.category?.name || exp.account?.name || "Transaction",
+        amount: `Rs ${Math.abs(exp.amount || 0)}`,
+        timeAgo: diffDays === 0 ? "Today" : `${diffDays} days ago`
+      };
+    });
+}

src/features/dashboard/index.ts

@@ -0,0 +1,3 @@
+export {
+  useDashboardData
+} from './useDashboardData'

src/features/dashboard/useDashboardData.ts

@@ -0,0 +1,52 @@
+import { useResourceByName } from "../../../react-openapi";
+import { mapToLatestItems } from "./dashboard.mapper";
+import { mapReportToDashboard } from "../report/report.mapper";
+
+export function useDashboardData(type: "expense" | "income") {
+  const { useList: useExpenseList } = useResourceByName("expenses");
+  const { useList: useReportList } = useResourceByName("reports");
+
+  // Fetch latest transactions
+  const latestQuery = useExpenseList({ 
+    limit: 100,
+    sort: "-occurred_at" 
+  });
+
+  // Fetch reports for aggregation
+  const weeklyReport = useReportList({ period: "weekly", rolling: true });
+  const monthlyReport = useReportList({ period: "monthly", rolling: true });
+  const payeeReport = useReportList({ period: "full", rolling: true, group_by: "payee" });
+
+  const isLoading = 
+    latestQuery.isLoading || 
+    weeklyReport.isLoading || 
+    monthlyReport.isLoading ||
+    payeeReport.isLoading;
+
+  const error = 
+    latestQuery.error || 
+    weeklyReport.error || 
+    monthlyReport.error ||
+    payeeReport.error;
+
+  const latest = latestQuery.data?.data 
+    ? mapToLatestItems(latestQuery.data.data, type) 
+    : [];
+
+  const aggregatedData = 
+    weeklyReport.data?.data && monthlyReport.data?.data && payeeReport.data?.data
+    ? mapReportToDashboard(
+        (weeklyReport.data.data as any).buckets, 
+        (monthlyReport.data.data as any).buckets, 
+        (payeeReport.data.data as any).buckets,
+        type
+      )
+    : null;
+
+  return {
+    data: aggregatedData,
+    latest: latest,
+    isLoading,
+    error,
+  };
+}

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

@@ -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;
-}

src/features/fetch-requests/index.ts

@@ -1,15 +0,0 @@
-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

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

src/features/report-snapshots/index.ts

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

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

@@ -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;
-}

src/features/report-snapshots/useReportSnapshots.ts

@@ -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();
-}

src/features/report/index.ts

@@ -1,15 +1,3 @@
 export {
   useReport
 } from './useReport'
-export type {
-  Transaction,
-  ReportData,
-  ReportBucket,
-  ReportPeriod,
-  ReportQuery,
-  GroupKey,
-  PeriodType,
-} from './report.models'
-export {
-  prepareReport
-} from './report.utils'

src/features/report/report.mapper.ts

@@ -0,0 +1,100 @@
+import {
+  AggregatedDashboardData,
+  ChartData,
+  ChartDataPoint,
+} from "../../components/HistoryChart";
+
+type ReportBucket = any;
+
+const sumBucket = (bucket: ReportBucket, flow: "expenses" | "incomes") =>
+  bucket.groups.reduce(
+    (acc: number, g: any) => acc + (g?.[flow]?.sum || 0),
+    0
+  );
+
+const toLabel = (start: string, end: string, type: "weekly" | "monthly") => {
+  const s = new Date(start);
+  const e = new Date(end);
+
+  if (type === "monthly") {
+    return s.toLocaleString("default", { month: "short" });
+  }
+
+  return `${s.getDate()}–${e.getDate()} ${e.toLocaleString("default", {
+    month: "short",
+  })}`;
+};
+
+const toPoints = (
+  buckets: ReportBucket[],
+  type: "weekly" | "monthly",
+  flow: "expenses" | "incomes"
+): ChartDataPoint[] => {
+  return buckets.map((b, i) => {
+    const amount = sumBucket(b, flow);
+    const prev = buckets[i - 1];
+
+    return {
+      id: toLabel(b.start, b.end, type),
+      amount,
+      compare: prev
+        ? {
+            id: toLabel(prev.start, prev.end, type),
+            amount: sumBucket(prev, flow),
+          }
+        : undefined,
+    };
+  });
+};
+
+export function mapReportToDashboard(
+  weekly: ReportBucket[],
+  monthly: ReportBucket[],
+  payeeBuckets: ReportBucket[],
+  type: "expense" | "income"
+): AggregatedDashboardData {
+  const flow = type === "expense" ? "expenses" : "incomes";
+
+  const chartData: ChartData = {
+    daily: [],
+
+    weekly: {
+      rolling: toPoints(weekly, "weekly", flow),
+      calendar: toPoints(weekly, "weekly", flow),
+    },
+
+    monthly: {
+      rolling: toPoints(monthly, "monthly", flow),
+      calendar: toPoints(monthly, "monthly", flow),
+    },
+  };
+
+  const totalAmount = weekly.reduce(
+    (acc, b) => acc + sumBucket(b, flow),
+    0
+  );
+
+  const payeeMap: Record<string, number> = {};
+
+  const sourceForPayees = (payeeBuckets && payeeBuckets.length > 0) ? payeeBuckets : weekly;
+
+  for (const b of sourceForPayees) {
+    for (const g of b.groups) {
+      const key = g.group_key || "Unknown";
+      const amt = g?.[flow]?.sum || 0;
+      payeeMap[key] = (payeeMap[key] || 0) + amt;
+    }
+  }
+
+  const topPayees = Object.entries(payeeMap)
+    // .filter(([name]) => name !== "Unknown")
+    .map(([payeeName, amount]) => ({ payeeName, amount }))
+    .sort((a, b) => b.amount - a.amount)
+    .slice(0, 5);
+
+  return {
+    chartData,
+    totalAmount,
+    topPayees,
+  };
+}

src/features/report/report.models.ts

@@ -1,112 +0,0 @@
-export interface Payor {
-  id?: string;
-  name: string;
-  username: string;
-  email: string;
-}
-
-export interface Payee {
-  type: "merchant" | "person" | "transfer" | "other";
-  name: string;
-}
-
-export interface Account {
-  id: string;
-  name: string;
-  number: string;
-  type: "cash" | "bank" | "credit_card" | "wallet" | "other";
-  currency: string;
-  is_active?: boolean;
-}
-
-export interface Tag {
-  id: string;
-  name: string;
-  icon: string;
-  parent_id?: string | null;
-}
-
-export interface Transaction {
-  id: string;
-  payor: Payor;
-  payee: Payee;
-  amount: number;
-  account: Account;
-  tags: Tag[];
-  occurred_at: string;
-  created_at: string;
-}
-
-// -----------------------------
-// Metrics
-// -----------------------------
-
-export interface ReportMetric {
-  sum: number;
-  count: number;
-  average: number;
-  transactions?: Transaction[];
-}
-
-// -----------------------------
-// Period
-// -----------------------------
-
-export type PeriodType = "daily" | "weekly" | "monthly" | "all";
-
-export interface ReportPeriod {
-  start: string;
-  end: string;
-  metric: ReportMetric;
-}
-
-// -----------------------------
-// Group (bucket)
-// -----------------------------
-
-export type GroupKey = {
-  [dimension: string]: string[];
-};
-
-export interface ReportBucket {
-  group_key: GroupKey;
-
-  periods: {
-    daily?: ReportPeriod[];
-    weekly?: ReportPeriod[];
-    monthly?: ReportPeriod[];
-    all?: ReportPeriod[];
-  };
-}
-
-// -----------------------------
-// Report Query
-// -----------------------------
-
-export interface ReportQuery {
-  accounts?: string[] | null;
-  ignore_self?: boolean | null;
-  start_date?: string | null;
-  end_date?: string | null;
-  min_amount?: number | null;
-  max_amount?: number | null;
-}
-
-// -----------------------------
-// Final Report
-// -----------------------------
-
-export interface ReportData {
-  snapshot_id?: string | null;
-
-  flow?: "inflows" | "outflows" | null;
-
-  periods: PeriodType[];
-
-  tags?: string[] | null;
-  payee?: string[] | null;
-
-  buckets: ReportBucket[];
-
-  query: ReportQuery;
-}

src/features/report/report.utils.ts

@@ -1,117 +0,0 @@
-import {
-  ReportData,
-  ReportPeriod,
-  PeriodType,
-} from "./report.models";
-
-/* ---------- ID BUILDING ---------- */
-
-function formatDate(d: Date): string {
-  const y = d.getUTCFullYear();
-  const m = String(d.getUTCMonth() + 1).padStart(2, "0");
-  const day = String(d.getUTCDate()).padStart(2, "0");
-  return `${y}-${m}-${day}`;
-}
-
-function buildPeriodId(
-  type: PeriodType,
-  start: Date,
-  end: Date
-): string {
-  const s = formatDate(start);
-  const e = formatDate(end);
-
-  switch (type) {
-    case "daily":
-      return `D:${s}_${e}`;
-    case "weekly":
-      return `W:${s}_${e}`;
-    case "monthly":
-      return `M:${s}_${e}`;
-    case "all":
-      return `ALL:${s}_${e}`;
-    default:
-      return `${s}_${e}`;
-  }
-}
-
-/* ---------- LABEL BUILDING ---------- */
-
-const dayFmt = new Intl.DateTimeFormat("en-GB", {
-  day: "numeric",
-  month: "short",
-  timeZone: "UTC",
-});
-
-const monthDayFmt = new Intl.DateTimeFormat("en-GB", {
-  month: "short",
-  day: "numeric",
-  timeZone: "UTC",
-});
-
-const monthFmt = new Intl.DateTimeFormat("en-GB", {
-  month: "short",
-  timeZone: "UTC",
-});
-
-const yearFmt = new Intl.DateTimeFormat("en-GB", {
-  year: "numeric",
-  timeZone: "UTC",
-});
-
-function buildLabel(
-  type: PeriodType,
-  start: Date,
-  end: Date
-): string {
-  switch (type) {
-    case "daily":
-      return dayFmt.format(start);
-
-    case "weekly": {
-      const sDay = start.getUTCDate();
-      const m = monthFmt.format(start);
-      return `${sDay} ${m}`;
-    }
-
-    case "monthly":
-      return `${monthFmt.format(start)} ${yearFmt.format(start)}`;
-
-    default:
-      return `${monthDayFmt.format(start)} - ${monthDayFmt.format(end)}`;
-  }
-}
-
-/* ---------- MAIN ---------- */
-
-function decoratePeriods(
-  type: PeriodType,
-  periods: ReportPeriod[]
-): (ReportPeriod & { id: string; label: string })[] {
-  return periods.map((p) => ({
-    ...p,
-    id: buildPeriodId(type, new Date(p.start + "Z"), new Date(p.end + "Z")),
-    label: buildLabel(type, new Date(p.start + "Z"), new Date(p.end + "Z")),
-  }));
-}
-
-export function prepareReport(reportData: ReportData): ReportData {
-  return {
-    ...reportData,
-    buckets: reportData.buckets.map((bucket) => {
-      const newPeriods: typeof bucket.periods = {};
-
-      for (const type of reportData.periods) {
-        const arr = bucket.periods[type];
-        if (arr) {
-          newPeriods[type] = decoratePeriods(type, arr);
-        }
-      }
-
-      return {
-        ...bucket,
-        periods: newPeriods,
-      };
-    }),
-  };
-}

src/features/report/useReport.ts

@@ -1,21 +1,14 @@
 import { useResourceByName } from "../../../react-openapi";
 
 export interface ReportParams {
-  snapshot_id?: string;
-  periods?: ("daily" | "weekly" | "monthly" | "all")[];
-  flow?: "inflows" | "outflows";
-  payee?: string[];
-  tags?: string[];
+  period: "weekly" | "monthly" | "yearly" | "fyly";
+  rolling?: boolean;
+  report_date?: string;
+  group_by?: ("flow" | "payee" | "tags")[];
+  ignore_self?: boolean;
 }
 
 export function useReport(params: ReportParams) {
-  const { useRead } = useResourceByName("reports");
-
-  return useRead(
-    params.snapshot_id ? params.snapshot_id : "latest",
-    {
-      ...params,
-      periods: params.periods,
-    }
-  );
+  const { useList } = useResourceByName("reports");
+  return useList(params);
 }

src/main.jsx

@@ -12,8 +12,6 @@ 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';
@@ -21,7 +19,7 @@ import process from 'process';
 import { AuthProvider } from "../react-auth";
 import Header from './Header';
 import Footer from './Footer';
-import AppTheme from './shared-theme/AppTheme';
+import AppTheme from './AppTheme';
 
 window.Buffer = Buffer;
 window.process = process;
@@ -35,8 +33,6 @@ 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

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

src/shared-theme/AppTheme.tsx

@@ -1,103 +1,53 @@
-import * as React from "react";
-import {
-  ThemeProvider,
-  createTheme,
-  CssBaseline,
-  Box,
-} from "@mui/material";
+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 { 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 = {
+interface AppThemeProps {
   children: React.ReactNode;
-  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]
-  );
+  /**
+   * This is for the docs site. You can ignore it or remove it.
+   */
+  disableCustomTheme?: boolean;
+  themeComponents?: ThemeOptions['components'];
+}
 
+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 (
-    <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>
+    <ThemeProvider theme={theme} disableTransitionOnChange>
+      {children}
+    </ThemeProvider>
   );
 }

src/shared-theme/ColorModeIconDropdown.tsx

@@ -0,0 +1,89 @@
+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

@@ -0,0 +1,28 @@
+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], 0.35),
-          border: `1px solid ${alpha(orange[800], 0.3)}`,
+          backgroundColor: `${alpha(orange[900], 0.5)}`,
+          border: `1px solid ${alpha(orange[800], 0.5)}`,
         }),
       }),
     },

src/shared-theme/customizations/inputs.tsx

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

src/shared-theme/customizations/navigation.tsx

@@ -49,8 +49,9 @@ export const navigationCustomizations: Components<Theme> = {
           },
         },
         ...theme.applyStyles('dark', {
-          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)',
+          background: gray[900],
+          boxShadow:
+            'hsla(220, 30%, 5%, 0.7) 0px 4px 16px 0px, hsla(220, 25%, 10%, 0.8) 0px 8px 16px -5px',
         }),
       }),
     },
@@ -83,17 +84,17 @@ export const navigationCustomizations: Components<Theme> = {
 
         ...theme.applyStyles('dark', {
           borderRadius: (theme.vars || theme).shape.borderRadius,
-          borderColor: (theme.vars || theme).palette.divider,
+          borderColor: gray[700],
           backgroundColor: (theme.vars || theme).palette.background.paper,
-          boxShadow: 'inset 0 1px 0 hsla(0, 0%, 100%, 0.05)',
+          boxShadow: `inset 0 1px 0 1px ${alpha(gray[700], 0.15)}, inset 0 -1px 0 1px hsla(220, 0%, 0%, 0.7)`,
           '&:hover': {
-            borderColor: 'hsla(0, 0%, 100%, 0.15)',
+            borderColor: alpha(gray[700], 0.7),
             backgroundColor: (theme.vars || theme).palette.background.paper,
             boxShadow: 'none',
           },
           [`&.${selectClasses.focused}`]: {
             outlineOffset: 0,
-            borderColor: 'hsl(210, 55%, 55%)',
+            borderColor: gray[900],
           },
           '&:before, &:after': {
             display: 'none',
@@ -107,7 +108,7 @@ export const navigationCustomizations: Components<Theme> = {
           display: 'flex',
           alignItems: 'center',
           '&:focus-visible': {
-            backgroundColor: (theme.vars || theme).palette.background.default,
+            backgroundColor: gray[900],
           },
         }),
       }),
@@ -150,7 +151,6 @@ export const navigationCustomizations: Components<Theme> = {
     styleOverrides: {
       paper: ({ theme }) => ({
         backgroundColor: (theme.vars || theme).palette.background.default,
-        borderRight: `1px solid ${(theme.vars || theme).palette.divider}`,
       }),
     },
   },
@@ -204,8 +204,8 @@ export const navigationCustomizations: Components<Theme> = {
         ...theme.applyStyles('dark', {
           ':hover': {
             color: (theme.vars || theme).palette.text.primary,
-            backgroundColor: alpha((theme.vars || theme).palette.common.white, 0.08),
-            borderColor: (theme.vars || theme).palette.divider,
+            backgroundColor: gray[800],
+            borderColor: gray[700],
           },
           [`&.${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: alpha(theme.palette.common.white, 0.06) },
+          '&:hover': { backgroundColor: gray[800] },
         }),
       }),
     },
@@ -67,7 +67,7 @@ export const surfacesCustomizations: Components<Theme> = {
           border: `1px solid ${(theme.vars || theme).palette.divider}`,
           boxShadow: 'none',
           ...theme.applyStyles('dark', {
-            backgroundColor: (theme.vars || theme).palette.background.paper,
+            backgroundColor: gray[800],
           }),
           variants: [
             {
@@ -79,7 +79,7 @@ export const surfacesCustomizations: Components<Theme> = {
                 boxShadow: 'none',
                 background: 'hsl(0, 0%, 100%)',
                 ...theme.applyStyles('dark', {
-                  background: alpha((theme.vars || theme).palette.background.paper, 0.6),
+                  background: alpha(gray[900], 0.4),
                 }),
               },
             },

src/shared-theme/themeConfig.ts

@@ -1,72 +0,0 @@
-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

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