36 Commits

Author SHA1 Message Date
df5cf9fbb6 reading reportData instead of customized data. self massaging data for needed format 2026-05-07 15:04:28 +05:30
4b046c15a5 passing reportData instead of data 2026-05-07 15:04:02 +05:30
02eb55995e passing needed periods and group_by 2026-05-07 15:03:37 +05:30
4e56d86cdb passing clean periods and group_by params instead of periods[] and group_by[] params 2026-05-07 15:02:52 +05:30
15f76eb5f0 new report structure 2026-05-06 14:11:03 +05:30
7470da6d2d all period types 2026-05-05 13:26:35 +05:30
34594215f9 using new state management 2026-05-05 12:58:59 +05:30
0a92126b92 toggleComparison 2026-05-05 12:58:45 +05:30
30cf227050 state controlled by Dashboard.models.ts 2026-05-05 12:26:02 +05:30
a0e62b1bc4 fixes 2026-05-05 11:42:33 +05:30
ea3b451266 removed latest items for now 2026-05-05 11:42:27 +05:30
4b4875c3f5 removed latest items for now 2026-05-05 11:39:38 +05:30
25bd882b75 dashboard using report feature 2026-05-05 11:39:23 +05:30
f684083496 report models and prepareReport function 2026-05-05 11:39:07 +05:30
0e0928af95 report models and prepareReport function 2026-05-02 14:25:55 +05:30
7b0b3fb615 period selection 2026-05-01 17:40:54 +05:30
38f7416942 refactor period (rolling/calender) to periodType 2026-05-01 17:17:17 +05:30
e82cad4f21 refactor period (rolling/calender) to periodType 2026-05-01 17:15:16 +05:30
1daa90d091 refactor period (rolling/calender) to periodType 2026-05-01 17:13:13 +05:30
2d0b0bc470 fixes for correct comparison period 2026-05-01 17:07:35 +05:30
5f85abdf86 use full for fast loading than weekly for payee report 2026-05-01 16:59:56 +05:30
cc7e6509d2 theme changes 2026-04-25 13:47:42 +05:30
8a3ebdb1be better name 2026-04-25 13:22:49 +05:30
a36d9119bb configurable Dashboard.tsx 2026-04-25 13:21:34 +05:30
67d4c85146 fixes 2026-04-25 12:49:58 +05:30
89ad8e376e Progress Cards for Top Payees 2026-04-25 12:41:05 +05:30
71afc157ff proper use of react-openapi for resource api calls 2026-04-25 12:13:28 +05:30
5acbb7ccdd hiding report resource 2026-04-24 14:55:38 +05:30
3fd20f11ab hidden resource 2026-04-24 14:55:29 +05:30
922d05ae37 dashboard feature to use dashboard data 2026-04-24 14:41:19 +05:30
1fe44abfde removed client data massaging with backend report using feature/report 2026-04-24 14:27:20 +05:30
49bdb85088 refactored ProgressCard to component 2026-04-24 14:04:24 +05:30
b1509fd5ab refactored LatestItems to component 2026-04-24 14:01:49 +05:30
175ca64d1f refactored HistoryChart to component 2026-04-24 13:58:12 +05:30
c9e609fee6 header fixes 2026-04-11 11:23:06 +05:30
82264a5c34 color pallete 2026-04-07 13:47:55 +05:30
63 changed files with 1079 additions and 3103 deletions

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

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@@ -49,8 +49,8 @@ export default function EnhancedTable({
config,
data,
total,
paginationModel: externalPaginationModel,
onPaginationModelChange: externalOnPaginationModelChange,
paginationModel,
onPaginationModelChange,
loading = false,
onEdit,
onDelete,
@@ -61,14 +61,6 @@ export default function EnhancedTable({
const isMobile = useMediaQuery(theme.breakpoints.down('md'));
const navigate = useNavigate();
const isServer = config.filterOptions?.mode !== "client";
const [internalPaginationModel, setInternalPaginationModel] = React.useState<GridPaginationModel>({
page: 0,
pageSize: 10,
});
const paginationModel = isServer ? externalPaginationModel : internalPaginationModel;
const onPaginationModelChange = isServer ? externalOnPaginationModelChange : setInternalPaginationModel;
const columns: GridColDef[] = React.useMemo(() => {
const cols: GridColDef[] = Object.entries(config.fields).map(([key, field]) => {
let muiType: 'string' | 'number' | 'boolean' | 'date' | 'dateTime' | 'singleSelect' = 'string';
@@ -130,15 +122,6 @@ export default function EnhancedTable({
return cols;
}, [config, onDelete, navigate, onNavigateToResource]);
const mobilePageSize = 10;
const [mobilePage, setMobilePage] = React.useState(0);
const mobileTotalPages = Math.ceil(data.length / mobilePageSize) || 1;
const mobileData = data.slice(mobilePage * mobilePageSize, (mobilePage + 1) * mobilePageSize);
React.useEffect(() => {
if (mobilePage >= mobileTotalPages) setMobilePage(0);
}, [data.length, mobilePage, mobileTotalPages]);
if (isMobile) {
return (
<Box>
@@ -149,7 +132,7 @@ export default function EnhancedTable({
</Button>
</Box>
<Box sx={{ display: 'flex', flexDirection: 'column', gap: 2 }}>
{mobileData.map((row) => (
{data.map((row) => (
<Box key={row[config.primaryKey] || Math.random()}>
<MobileCardRow
row={row}
@@ -162,17 +145,6 @@ export default function EnhancedTable({
</Box>
))}
</Box>
<Box sx={{ display: 'flex', justifyContent: 'center', gap: 1, mt: 2, flexWrap: 'wrap' }}>
<Button size="small" disabled={mobilePage === 0} onClick={() => setMobilePage(mobilePage - 1)}>
Previous
</Button>
<Typography variant="body2" sx={{ alignSelf: 'center', px: 1 }}>
Page {mobilePage + 1} of {mobileTotalPages}
</Typography>
<Button size="small" disabled={mobilePage >= mobileTotalPages - 1} onClick={() => setMobilePage(mobilePage + 1)}>
Next
</Button>
</Box>
</Box>
);
}
@@ -189,18 +161,20 @@ export default function EnhancedTable({
rows={data || []}
columns={columns}
autoHeight
paginationMode={isServer ? 'server' : 'client'}
{...(isServer ? {
rowCount: (() => {
if (total !== undefined) return total;
const page = paginationModel?.page || 0;
const pageSize = paginationModel?.pageSize || 10;
if (data.length < pageSize) {
return page * pageSize + data.length;
}
return (page + 2) * pageSize;
})(),
} : {})}
paginationMode={config.pagination ? 'server' : 'client'}
rowCount={(() => {
if (!config.pagination) return data.length;
if (total !== undefined) return total;
// Graceful fallback for missing total count
const page = paginationModel?.page || 0;
const pageSize = paginationModel?.pageSize || 10;
if (data.length < pageSize) {
return page * pageSize + data.length;
}
// Enable 'Next' button by pretending there's at least one more page
return (page + 2) * pageSize;
})()}
loading={loading}
paginationModel={paginationModel || { page: 0, pageSize: 10 }}
onPaginationModelChange={onPaginationModelChange}
@@ -260,7 +234,7 @@ function MobileCardRow({ row, config, onDelete, onNavigate, navigate }: any) {
<Typography variant="caption" color="text.secondary" sx={{ display: 'block' }}>
{field.label}
</Typography>
<Typography variant="body2" component="div" sx={{ fontWeight: 500, wordBreak: 'break-all' }}>
<Typography variant="body2" sx={{ fontWeight: 500, wordBreak: 'break-all' }}>
<FieldRenderer params={{ value: row[key], row }} field={field} fieldKey={key} config={config} onNavigate={onNavigate} navigate={navigate} isMobile />
</Typography>
</Box>

View File

@@ -1,313 +0,0 @@
import * as React from "react";
import {
Box,
Button,
Chip,
Paper,
TextField,
Autocomplete,
Typography,
} from "@mui/material";
import DoneIcon from "@mui/icons-material/Done";
import FilterListIcon from "@mui/icons-material/FilterList";
import { ResourceField, ResourceMode } from "../types/config";
function FilterAutocomplete({
options,
value,
label,
onChange,
}: {
options: string[];
value: string[];
label: string;
onChange: (val: string[]) => void;
}) {
const listboxRef = React.useRef<HTMLUListElement>(null);
const scrollPosRef = React.useRef(0);
const [open, setOpen] = React.useState(false);
const [frozenValue, setFrozenValue] = React.useState<string[]>(value);
const toggleDropdown = () => {
setOpen(prev => {
const next = !prev;
setFrozenValue(value);
return next;
});
};
const sortedOptions = React.useMemo(() => {
const sel = new Set(frozenValue);
const picked: string[] = [];
const rest: string[] = [];
for (const o of options) {
if (sel.has(o)) picked.push(o);
else rest.push(o);
}
return [...picked, ...rest];
}, [options, frozenValue]);
return (
<Autocomplete
multiple
freeSolo
disableCloseOnSelect
open={open}
onOpen={toggleDropdown}
onClose={toggleDropdown}
options={sortedOptions}
value={value}
getOptionKey={(option) => option}
onChange={(_, val) => onChange(val.length > 0 ? val : [])}
ListboxProps={{
ref: listboxRef,
onScroll: (e) => { scrollPosRef.current = (e.target as HTMLUListElement).scrollTop; },
}}
renderOption={(props, option, { selected }) => {
const { key, ...rest } = props;
return (
<li key={key} {...rest}>
{selected ? <DoneIcon sx={{ fontSize: 14, mr: 1, color: 'primary.main' }} /> : <Box sx={{ width: 22, mr: 1 }} />}
{option}
</li>
);
}}
renderTags={(tagValue, getTagProps) => {
const maxChips = 1;
return (
<>
{tagValue.slice(0, maxChips).map((tag, index) => {
const { key, ...tagProps } = getTagProps({ index });
return <Chip
key={key}
{...tagProps}
label={tag.length > 10 ? `${tag.slice(0, 8)}..` : tag}
size="small"
onClick={toggleDropdown}
sx={{ cursor: 'pointer' }}
/>;
})}
{tagValue.length > maxChips && (
<Chip
label={`+${tagValue.length - maxChips}`}
size="small"
onClick={toggleDropdown}
sx={{ cursor: 'pointer' }}
/>
)}
</>
);
}}
renderInput={(params) => <TextField {...params} placeholder={`Add ${label}...`} />}
sx={{ '& .MuiOutlinedInput-root': { minHeight: '3rem', py: 0.5 } }}
/>
);
}
function extractOptions(
fieldName: string,
field: ResourceField,
data: any[]
): string[] {
const values = new Set<string>();
if (field.options) return field.options;
if (!data) return [];
const pull = (item: any): string | null => {
if (item == null) return null;
if (typeof item === "string") return item;
if (typeof item !== "object") return String(item);
const df = field.displayField;
if (!df) { debugger; return null; }
if (Array.isArray(df)) {
const parts = df.map((k) => item[k]).filter((v) => v != null);
if (parts.length > 0) return parts.join(" ");
} else {
const v = item[df];
if (v != null) return String(v);
}
debugger;
return null;
};
for (const row of data) {
const v = row[fieldName];
if (v == null) continue;
if (Array.isArray(v)) {
for (const el of v) {
const label = pull(el);
if (label) values.add(label);
}
} else {
const label = pull(v);
if (label) values.add(label);
}
}
// console.log('extracted', fieldName, Array.from(values).sort())
return Array.from(values).sort();
}
function renderFilterInput(
fieldName: string,
field: ResourceField,
options: string[],
value: any,
onChange: (key: string, val: any) => void
) {
const filterType = field.filterType;
if (filterType === "number-range") {
const rangeVal = (value as { min?: string; max?: string }) || {};
return (
<Box sx={{ display: "flex", gap: 1 }}>
<TextField type="number" placeholder="Min" size="small" value={rangeVal.min ?? ""}
onChange={(e) => onChange("min", e.target.value || undefined)} sx={{ width: 100 }} />
<TextField type="number" placeholder="Max" size="small" value={rangeVal.max ?? ""}
onChange={(e) => onChange("max", e.target.value || undefined)} sx={{ width: 100 }} />
</Box>
);
}
if (filterType === "date-range") {
const rangeVal = (value as { start?: string; end?: string }) || {};
return (
<Box sx={{ display: "flex", gap: 1 }}>
<TextField type="datetime-local" placeholder="From" size="small" value={rangeVal.start ?? ""}
onChange={(e) => onChange("start", e.target.value || undefined)} InputLabelProps={{ shrink: true }} sx={{ width: 170 }} />
<TextField type="datetime-local" placeholder="To" size="small" value={rangeVal.end ?? ""}
onChange={(e) => onChange("end", e.target.value || undefined)} InputLabelProps={{ shrink: true }} sx={{ width: 170 }} />
</Box>
);
}
const selected = Array.isArray(value) ? value : [];
return (
<FilterAutocomplete
options={options}
value={selected}
label={field.label}
onChange={(val) => onChange("value", val.length > 0 ? val : undefined)}
/>
);
}
export interface FilterBarProps {
fields: Record<string, ResourceField>;
filterableFields: string[];
mode: ResourceMode;
data?: any[];
appliedValues: Record<string, any>;
onApply: (values: Record<string, any>) => void;
onClear: () => void;
}
export default function FilterBar({
fields,
filterableFields,
data,
appliedValues,
onApply,
onClear,
}: FilterBarProps) {
const [open, setOpen] = React.useState(false);
const [draft, setDraft] = React.useState<Record<string, any>>(() => ({ ...appliedValues }));
React.useEffect(() => {
if (!open) setDraft({ ...appliedValues });
}, [appliedValues, open]);
if (!filterableFields || filterableFields.length === 0) return null;
const activeCount = Object.keys(appliedValues).filter((k) => {
const v = appliedValues[k];
if (v == null || v === "") return false;
if (typeof v === "object" && Object.values(v).every((x) => x == null || x === "")) return false;
return true;
}).length;
const handleApply = () => onApply({ ...draft });
const handleClear = () => {
setDraft({});
onClear();
};
const updateDraft = (fieldName: string, key: string, val: any) => {
setDraft((prev) => {
if (key === "value") {
return { ...prev, [fieldName]: val };
}
const existing = prev[fieldName] || {};
return { ...prev, [fieldName]: { ...existing, [key]: val } };
});
};
return (
<Paper variant="outlined" sx={{ mb: 2, borderRadius: 2, overflow: "hidden" }}>
<Box
sx={{
display: "flex",
alignItems: "center",
justifyContent: "space-between",
px: 2,
py: 1,
cursor: "pointer",
"&:hover": { bgcolor: "action.hover" },
}}
onClick={() => setOpen((o) => !o)}
>
<Box sx={{ display: "flex", alignItems: "center", gap: 1 }}>
<FilterListIcon fontSize="small" color="action" />
<Typography variant="subtitle2" fontWeight={600}>
{open ? "Hide Filters" : "Show Filters"}
</Typography>
</Box>
{activeCount > 0 && (
<Typography variant="caption" color="primary" fontWeight={600}>
{activeCount} active
</Typography>
)}
</Box>
{open && (
<Box sx={{ px: 2, pb: 2, borderTop: "1px solid", borderColor: "divider", pt: 2 }}>
<Box sx={{ display: "flex", flexWrap: "wrap", gap: 2, alignItems: "flex-end" }}>
{filterableFields.map((fieldName) => {
const field = fields[fieldName];
if (!field) return null;
const needsOptions = !field.filterType || field.filterType === "autocomplete" || field.filterType === "multiselect";
const options = needsOptions ? extractOptions(fieldName, field, data ?? []) : [];
const raw = draft[fieldName];
return (
<Box key={fieldName} sx={{ display: "flex", flexDirection: "column", flex: { xs: '0 0 100%', sm: 1 }, minWidth: { sm: 200 } }}>
<Box sx={{ typography: "caption", mb: 0.5, color: "text.secondary" }}>
{field.label}
</Box>
{renderFilterInput(fieldName, field, options, raw, (key, val) =>
updateDraft(fieldName, key, val)
)}
</Box>
);
})}
</Box>
<Box sx={{ mt: 2, display: "flex", gap: 1 }}>
<Button variant="contained" onClick={handleApply}>
Apply
</Button>
<Button variant="outlined" onClick={handleClear}>
Clear
</Button>
</Box>
</Box>
)}
</Paper>
);
}

View File

@@ -1,12 +1,10 @@
import * as React from 'react';
import { Box, Paper, CircularProgress } from '@mui/material';
import { Box, Typography, Paper, CircularProgress } from '@mui/material';
import { ResourceConfig } from '../types/config';
import type { ResourceField } from '../types/config';
import { useResource } from '../hooks/useResource';
import GenericForm from './GenericForm';
import EnhancedTable from './EnhancedTable';
import FilterBar from './FilterBar';
import { useParams, useLocation, useNavigate } from 'react-router-dom';
import { useParams, useLocation, useNavigate, Routes, Route } from 'react-router-dom';
interface ResourceViewProps {
config: ResourceConfig;
@@ -15,92 +13,6 @@ interface ResourceViewProps {
import { GridPaginationModel } from '@mui/x-data-grid';
function getFilterDisplayFields(field: ResourceField): string[] {
if (!field.displayField) return [];
return (Array.isArray(field.displayField) ? field.displayField : [field.displayField]).filter(
(df): df is string => !!df
);
}
function applyClientFilters(
data: any[],
filters: Record<string, any>,
fields: Record<string, ResourceField>
): any[] {
const entries = Object.entries(filters).filter(([_, v]) => {
if (v == null || v === "" || (Array.isArray(v) && v.length === 0)) return false;
if (typeof v === "object" && !Array.isArray(v) && Object.values(v).every((x) => x == null || x === "")) return false;
return true;
});
if (entries.length === 0) return data;
return data.filter((item) =>
entries.every(([fieldName, filterValue]) => {
const field = fields[fieldName];
if (!field) return true;
const itemValue = item[fieldName];
if (typeof filterValue === "object" && !Array.isArray(filterValue)) {
if (field.type === "number") {
if (filterValue.min != null && filterValue.min !== "" && Number(itemValue) < Number(filterValue.min)) return false;
if (filterValue.max != null && filterValue.max !== "" && Number(itemValue) > Number(filterValue.max)) return false;
return true;
}
if (field.type === "datetime" || field.type === "date") {
const itemTime = new Date(itemValue).getTime();
if (filterValue.start && new Date(filterValue.start).getTime() > itemTime) return false;
if (filterValue.end && new Date(filterValue.end).getTime() < itemTime) return false;
return true;
}
return true;
}
if (Array.isArray(filterValue)) {
if (field.type === "array" && Array.isArray(itemValue)) {
return itemValue.some((el: any) => {
if (el != null && typeof el === "object") {
const dispFields = getFilterDisplayFields(field);
return dispFields.some((df) => filterValue.includes(String(el[df])));
}
return filterValue.includes(String(el));
});
}
if (itemValue && typeof itemValue === "object") {
const dispFields = getFilterDisplayFields(field);
const itemDisplay = dispFields.map((df) => itemValue[df]).filter((v) => v != null).join(" ");
return filterValue.includes(itemDisplay);
}
return filterValue.includes(String(itemValue));
}
if (!filterValue) return true;
if (field.type === "boolean") {
return String(itemValue) === filterValue;
}
if (field.type === "array" && Array.isArray(itemValue)) {
return itemValue.some((el: any) => {
if (el != null && typeof el === "object") {
const dispFields = getFilterDisplayFields(field);
return dispFields.some((df) => String(el[df]) === String(filterValue));
}
return String(el) === String(filterValue);
});
}
if (itemValue && typeof itemValue === "object") {
const dispFields = getFilterDisplayFields(field);
return dispFields.some((df) => String(itemValue[df]) === String(filterValue));
}
return String(itemValue) === String(filterValue);
})
);
}
export default function ResourceView({ config, onNavigateToResource }: ResourceViewProps) {
const { id } = useParams();
const location = useLocation();
@@ -111,36 +23,26 @@ export default function ResourceView({ config, onNavigateToResource }: ResourceV
const isView = !!id && !isEdit;
const isList = !id && !isCreate;
const isServer = config.filterOptions?.mode !== "client";
const [paginationModel, setPaginationModel] = React.useState<GridPaginationModel>({
page: 0,
pageSize: 10,
});
const [appliedFilters, setAppliedFilters] = React.useState<Record<string, any>>({});
const { useList, useRead, useCreate, useUpdate, useDelete } = useResource(config);
// Determine query parameters based on pagination config
const queryParams = React.useMemo(() => {
if (!isServer) return { limit: 10000 };
if (!config.pagination) return {};
return {
skip: paginationModel.page * paginationModel.pageSize,
limit: paginationModel.pageSize,
};
}, [isServer, paginationModel]);
}, [config.pagination, paginationModel]);
const listQuery = useList(queryParams);
const itemQuery = useRead(id || "");
const rawData = listQuery.data?.data || [];
const totalCount = listQuery.data?.total;
const filteredData = React.useMemo(
() => (isServer ? rawData : applyClientFilters(rawData, appliedFilters, config.fields)),
[isServer, rawData, appliedFilters, config.fields]
);
const paginatedData = listQuery.data || { data: [], total: undefined };
const createMutation = useCreate();
const updateMutation = useUpdate();
const deleteMutation = useDelete();
@@ -178,31 +80,18 @@ export default function ResourceView({ config, onNavigateToResource }: ResourceV
return (
<Box>
{isList ? (
<Box>
{!isServer && config.filterOptions?.fields && config.filterOptions.fields.length > 0 && (
<FilterBar
fields={config.fields}
filterableFields={config.filterOptions.fields}
mode={config.filterOptions?.mode || "server"}
data={rawData}
appliedValues={appliedFilters}
onApply={setAppliedFilters}
onClear={() => setAppliedFilters({})}
/>
)}
<EnhancedTable
config={config}
data={filteredData}
total={isServer ? totalCount : filteredData.length}
paginationModel={isServer ? paginationModel : undefined}
onPaginationModelChange={isServer ? setPaginationModel : undefined}
loading={listQuery.isFetching}
onEdit={handleEdit}
onDelete={handleDelete}
onCreate={handleCreate}
onNavigateToResource={(res, id) => navigate(`/admin/${res}/${id}`)}
/>
</Box>
<EnhancedTable
config={config}
data={paginatedData.data || []}
total={paginatedData.total}
paginationModel={paginationModel}
onPaginationModelChange={setPaginationModel}
loading={listQuery.isFetching}
onEdit={handleEdit}
onDelete={handleDelete}
onCreate={handleCreate}
onNavigateToResource={(res, id) => navigate(`/admin/${res}/${id}`)}
/>
) : (
<Paper sx={{ p: 4 }}>
<GenericForm

View File

@@ -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,

View File

@@ -1,8 +1,7 @@
export { default as Admin } from "./Admin";
export { api, auth, initializeApiClients } from "./api/client";
export { getAppConfig } from "./config";
export type { AppConfig, ResourceConfig, ResourceField, ResourceMode } from "./types/config";
export type { AppConfig, ResourceConfig, ResourceField } from "./types/config";
export { AppProvider } from "./providers/AppProvider";
export { ConfigContext, useConfig } from "./providers/ConfigContext";
export { useResource, useResourceByName } from "./hooks/useResource";
export { default as FilterBar } from "./components/FilterBar";

View File

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

View File

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

View File

@@ -154,21 +154,15 @@ export async function loadConfigFromOpenApi(baseUrl: string, configuration: Reco
const resourceOverride = configuration[name] || {};
const fo = resourceOverride.filterOptions || {};
resources.push({
name,
label: schema.title || label,
pluralLabel: pluralLabel,
endpoint: listPath,
primaryKey: "id",
primaryKey: "id", // Strict default, no heuristics
fields,
pagination: resourceOverride.pagination,
hidden: resourceOverride.hidden,
filterOptions: {
mode: fo.mode || "server",
fields: fo.fields,
},
});
}

48
src/AppTheme.tsx Normal file
View File

@@ -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>
);
}

View File

@@ -3,236 +3,29 @@ 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",
});
}
export default function Dashboard() {
const [state, setState] = React.useState<DashboardState>({
flow: "outflows",
periodType: "rolling",
selectedPeriodId: null,
selectedGroupKey: null,
comparison: false,
});
const [appliedPayees, setAppliedPayees] = React.useState<string[]>([]);
const [appliedTags, setAppliedTags] = React.useState<string[]>([]);
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,
]
);
periods: ["weekly", "monthly", "full"],
rolling: true,
include_transactions: true,
group_by: ["tags"],
})
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 />
@@ -248,92 +41,15 @@ export default function Dashboard() {
);
}
if (!report.data) {
if (!report) {
return null;
}
const data = prepareReport(report.data);
const data = prepareReport(report.data?.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: 'auto', minHeight: '2.5rem', py: 0.5 } }}
/>
</Box>
<Button
variant="contained"
size="large"
onClick={() => {
setAppliedPayees(payeeInput);
setAppliedTags(tagsInput);
}}
disabled={isLoading}
sx={{ height: 40, borderRadius: 2 }}
>
Apply
</Button>
</Paper>
</Container>
<DashboardView
config={configuration}
data={data}
state={state}
stateSetters={stateSetters}
isFetching={report.isFetching}
/>
</Box>
<ConfigurableDashboard
config={configuration}
data={data}
/>
);
}

View File

@@ -1,336 +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 ContentCopyIcon from "@mui/icons-material/ContentCopy";
import {
useFetchRequestsList,
useCreateFetchRequest,
useDeleteFetchRequest,
useUploadFile,
} from "./features/fetch-requests";
import type {
FetchRequest,
FetchRequestStatus,
FileSource,
EmailSource,
} from "./features/fetch-requests";
const statusColors: Record<FetchRequestStatus, "default" | "primary" | "warning" | "info" | "success" | "error"> = {
pending: "default",
processing: "info",
raw_expenses_done: "primary",
enriched_done: "warning",
completed: "success",
failed: "error",
};
function formatDate(iso: string) {
const d = new Date(iso);
return d.toLocaleString();
}
export default function FetchRequests() {
const [sourceType, setSourceType] = React.useState<"file" | "email">("file");
const [accountName, setAccountName] = React.useState("");
const [payorUsername, setPayorUsername] = React.useState("aetos");
const [format, setFormat] = React.useState("");
const [file, setFile] = React.useState<File | null>(null);
const [uploadedPath, setUploadedPath] = React.useState<string | null>(null);
const [fromEmail, setFromEmail] = React.useState("");
const [subject, setSubject] = React.useState("");
const [rawTerms, setRawTerms] = React.useState("");
const [startDate, setStartDate] = React.useState("");
const [endDate, setEndDate] = React.useState("");
const [snackbar, setSnackbar] = React.useState<{ message: string; severity: "success" | "error" } | null>(null);
const [deleteTarget, setDeleteTarget] = React.useState<FetchRequest | null>(null);
const { data: listData, isLoading, isFetching, refetch } = useFetchRequestsList();
const createMutation = useCreateFetchRequest();
const deleteMutation = useDeleteFetchRequest();
const uploadMutation = useUploadFile();
const requests = listData?.data ?? [];
const handleUpload = async () => {
if (!file) return;
const result = await uploadMutation.mutateAsync(file);
if (result?.saved_as) {
setUploadedPath(result.saved_as);
if (!format) setFormat(file.name.split(".").pop() || "");
setSnackbar({ message: `File uploaded: ${result.saved_as}`, severity: "success" });
}
};
const handleCreate = async () => {
if (!accountName) return;
let source: FileSource | EmailSource;
if (sourceType === "file") {
if (!uploadedPath || !format) return;
source = { path: uploadedPath, format } as FileSource;
} else {
if (!format) return;
const emailSource: EmailSource = { format };
if (fromEmail) emailSource.from_email = fromEmail;
if (subject) emailSource.subject = subject;
if (rawTerms.trim()) emailSource.raw_terms = rawTerms.split(",").map((s) => s.trim()).filter(Boolean);
source = emailSource;
}
try {
await createMutation.mutateAsync({
source,
account_name: accountName,
payor_username: payorUsername,
...(startDate ? { start_date: new Date(startDate).toISOString() } : {}),
...(endDate ? { end_date: new Date(endDate).toISOString() } : {}),
});
setSnackbar({ message: "Fetch request created", severity: "success" });
resetForm();
} catch (err: any) {
setSnackbar({ message: err?.response?.data?.detail || "Failed to create fetch request", severity: "error" });
}
};
const resetForm = () => {
setAccountName("");
setFormat("");
setFile(null);
setUploadedPath(null);
setFromEmail("");
setSubject("");
setRawTerms("");
setStartDate("");
setEndDate("");
};
const handleDelete = async () => {
if (!deleteTarget) return;
try {
await deleteMutation.mutateAsync(deleteTarget.id);
setSnackbar({ message: "Fetch request deleted", severity: "success" });
} catch {
setSnackbar({ message: "Failed to delete", severity: "error" });
}
setDeleteTarget(null);
};
return (
<Container sx={{ mt: 4, mb: 4 }}>
<Typography variant="h5" fontWeight="bold" gutterBottom>
Fetch Request Pipeline
</Typography>
<Paper sx={{ p: 3, mb: 4, borderRadius: 4 }} variant="outlined">
<Typography variant="subtitle1" fontWeight={600} gutterBottom>
New Fetch Request
</Typography>
<ToggleButtonGroup
value={sourceType}
exclusive
onChange={(_, val) => val && setSourceType(val)}
sx={{ mb: 3 }}
size="small"
>
<ToggleButton value="file">File Upload</ToggleButton>
<ToggleButton value="email">Email Fetch</ToggleButton>
</ToggleButtonGroup>
<Box sx={{ display: "flex", flexDirection: "column", gap: 2 }}>
{sourceType === "file" ? (
<>
<Box sx={{ display: "flex", gap: 2, alignItems: "flex-end" }}>
<Button variant="outlined" component="label" startIcon={<CloudUploadIcon />}>
Choose File
<input type="file" hidden onChange={(e) => setFile(e.target.files?.[0] ?? null)} />
</Button>
<Typography variant="body2" sx={{ flex: 1, color: "text.secondary" }}>
{file ? file.name : "No file selected"}
</Typography>
<Button
variant="contained"
onClick={handleUpload}
disabled={!file || uploadMutation.isPending}
>
{uploadMutation.isPending ? "Uploading..." : "Upload"}
</Button>
</Box>
{uploadedPath && (
<Alert severity="success" sx={{ py: 0 }}>
Uploaded as: {uploadedPath}
</Alert>
)}
<TextField label="Format (csv, pdf, ...)" value={format} onChange={(e) => setFormat(e.target.value)} size="small" />
</>
) : (
<>
<TextField label="Format" value={format} onChange={(e) => setFormat(e.target.value)} size="small" helperText="e.g. email, pdf, csv" />
<TextField label="From Email" value={fromEmail} onChange={(e) => setFromEmail(e.target.value)} size="small" />
<TextField label="Subject" value={subject} onChange={(e) => setSubject(e.target.value)} size="small" />
<TextField label="Raw Terms" value={rawTerms} onChange={(e) => setRawTerms(e.target.value)} size="small" helperText="Comma-separated search terms" />
</>
)}
<TextField label="Account Name" value={accountName} onChange={(e) => setAccountName(e.target.value)} size="small" required />
<TextField label="Payor Username" value={payorUsername} onChange={(e) => setPayorUsername(e.target.value)} size="small" helperText="Default: aetos" />
<Box sx={{ display: "flex", gap: 2 }}>
<TextField
label="Start Date"
type="datetime-local"
value={startDate}
onChange={(e) => setStartDate(e.target.value)}
size="small"
InputLabelProps={{ shrink: true }}
sx={{ flex: 1 }}
/>
<TextField
label="End Date"
type="datetime-local"
value={endDate}
onChange={(e) => setEndDate(e.target.value)}
size="small"
InputLabelProps={{ shrink: true }}
sx={{ flex: 1 }}
/>
</Box>
<Button
variant="contained"
onClick={handleCreate}
disabled={createMutation.isPending || !accountName || (sourceType === "file" && (!uploadedPath || !format)) || (sourceType === "email" && !format)}
>
{createMutation.isPending ? "Creating..." : "Create Fetch Request"}
</Button>
</Box>
</Paper>
<Paper sx={{ borderRadius: 4 }} variant="outlined">
<Box sx={{ display: "flex", alignItems: "center", justifyContent: "space-between", p: 2, pb: 0 }}>
<Typography variant="subtitle1" fontWeight={600}>
Fetch Requests
</Typography>
<IconButton onClick={() => refetch()} disabled={isFetching}>
<RefreshIcon />
</IconButton>
</Box>
{isLoading ? (
<Box sx={{ display: "flex", justifyContent: "center", p: 4 }}>
<CircularProgress />
</Box>
) : requests.length === 0 ? (
<Box sx={{ p: 4, textAlign: "center", color: "text.secondary" }}>
No fetch requests yet
</Box>
) : (
<TableContainer>
<Table size="small">
<TableHead>
<TableRow>
<TableCell>Fingerprint</TableCell>
<TableCell>Source</TableCell>
<TableCell>Account</TableCell>
<TableCell>Status</TableCell>
<TableCell>Created</TableCell>
<TableCell align="right">Actions</TableCell>
</TableRow>
</TableHead>
<TableBody>
{requests.map((req: FetchRequest) => (
<TableRow key={req.id}>
<TableCell sx={{ fontFamily: "monospace", fontSize: "0.8rem" }}>
<Box sx={{ display: "flex", alignItems: "center", gap: 0.5 }}>
{req.fingerprint}
<IconButton
size="small"
onClick={() => {
navigator.clipboard.writeText(req.fingerprint);
setSnackbar({ message: "Copied!", severity: "success" });
}}
sx={{ opacity: 0.5, '&:hover': { opacity: 1 } }}
>
<ContentCopyIcon sx={{ fontSize: 14 }} />
</IconButton>
</Box>
</TableCell>
<TableCell>
{"path" in req.source ? "File" : "Email"}
</TableCell>
<TableCell>{req.account_name}</TableCell>
<TableCell>
<Chip
label={req.status.replace(/_/g, " ")}
color={statusColors[req.status]}
size="small"
/>
</TableCell>
<TableCell>{formatDate(req.created_at)}</TableCell>
<TableCell align="right">
<IconButton size="small" onClick={() => setDeleteTarget(req)}>
<DeleteIcon fontSize="small" />
</IconButton>
</TableCell>
</TableRow>
))}
</TableBody>
</Table>
</TableContainer>
)}
</Paper>
<Snackbar
open={!!snackbar}
autoHideDuration={4000}
onClose={() => setSnackbar(null)}
anchorOrigin={{ vertical: "bottom", horizontal: "center" }}
>
{snackbar ? <Alert severity={snackbar.severity} onClose={() => setSnackbar(null)}>{snackbar.message}</Alert> : undefined}
</Snackbar>
<Dialog open={!!deleteTarget} onClose={() => setDeleteTarget(null)}>
<DialogTitle>Delete Fetch Request?</DialogTitle>
<DialogContent>
<DialogContentText>
This will permanently delete the fetch request and all associated data.
</DialogContentText>
</DialogContent>
<DialogActions>
<Button onClick={() => setDeleteTarget(null)}>Cancel</Button>
<Button onClick={handleDelete} color="error" disabled={deleteMutation.isPending}>
{deleteMutation.isPending ? "Deleting..." : "Delete"}
</Button>
</DialogActions>
</Dialog>
</Container>
);
}

View File

@@ -20,7 +20,7 @@ import DarkModeIcon from "@mui/icons-material/DarkMode";
import LightModeIcon from "@mui/icons-material/LightMode";
import { useNavigate } from "react-router-dom";
import { useAuth } from "../react-auth";
import { ColorModeContext } from "./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 ? (
<>

View File

@@ -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>
);

View File

@@ -1,273 +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 ContentCopyIcon from "@mui/icons-material/ContentCopy";
import {
useReportSnapshotsList,
useCreateSnapshot,
useDeleteSnapshot,
} from "./features/report-snapshots";
import type { ReportSnapshot } from "./features/report-snapshots";
function formatDate(iso: string) {
const d = new Date(iso);
return d.toLocaleString();
}
export default function ReportSnapshots() {
const [ignoreSelf, setIgnoreSelf] = React.useState(true);
const [startDate, setStartDate] = React.useState("");
const [endDate, setEndDate] = React.useState("");
const [minAmount, setMinAmount] = React.useState("");
const [maxAmount, setMaxAmount] = React.useState("");
const [snackbar, setSnackbar] = React.useState<{ message: string; severity: "success" | "error" } | null>(null);
const [deleteTarget, setDeleteTarget] = React.useState<ReportSnapshot | null>(null);
const [createdSnapshotId, setCreatedSnapshotId] = React.useState<string | null>(null);
const { data: listData, isLoading, isFetching, refetch } = useReportSnapshotsList();
const createMutation = useCreateSnapshot();
const deleteMutation = useDeleteSnapshot();
const snapshots = listData?.data ?? [];
const handleCreate = async () => {
try {
const result = await createMutation.mutateAsync({
ignore_self: ignoreSelf || null,
start_date: startDate ? new Date(startDate).toISOString() : null,
end_date: endDate ? new Date(endDate).toISOString() : null,
min_amount: minAmount ? parseFloat(minAmount) : null,
max_amount: maxAmount ? parseFloat(maxAmount) : null,
});
const snapshotId = (result as any)?.snapshot_id;
if (snapshotId) {
setCreatedSnapshotId(snapshotId);
setSnackbar({ message: `Snapshot created: ${snapshotId}`, severity: "success" });
} else {
setSnackbar({ message: "Snapshot created", severity: "success" });
}
resetForm();
} catch (err: any) {
setSnackbar({ message: err?.response?.data?.detail || "Failed to create snapshot", severity: "error" });
}
};
const resetForm = () => {
setIgnoreSelf(false);
setStartDate("");
setEndDate("");
setMinAmount("");
setMaxAmount("");
};
const handleDelete = async () => {
if (!deleteTarget) return;
try {
await deleteMutation.mutateAsync(deleteTarget.snapshot_id);
setSnackbar({ message: "Snapshot deleted", severity: "success" });
} catch {
setSnackbar({ message: "Failed to delete snapshot", severity: "error" });
}
setDeleteTarget(null);
};
return (
<Container sx={{ mt: 4, mb: 4 }}>
<Typography variant="h5" fontWeight="bold" gutterBottom>
Report Snapshots
</Typography>
<Paper sx={{ p: 3, mb: 4, borderRadius: 4 }} variant="outlined">
<Typography variant="subtitle1" fontWeight={600} gutterBottom>
Generate New Snapshot
</Typography>
<Box sx={{ display: "flex", flexDirection: "column", gap: 2 }}>
<FormControlLabel
control={<Switch checked={ignoreSelf} onChange={(e) => setIgnoreSelf(e.target.checked)} />}
label="Ignore self-transfers"
/>
<Box sx={{ display: "flex", gap: 2 }}>
<TextField
label="Start Date"
type="datetime-local"
value={startDate}
onChange={(e) => setStartDate(e.target.value)}
size="small"
InputLabelProps={{ shrink: true }}
sx={{ flex: 1 }}
/>
<TextField
label="End Date"
type="datetime-local"
value={endDate}
onChange={(e) => setEndDate(e.target.value)}
size="small"
InputLabelProps={{ shrink: true }}
sx={{ flex: 1 }}
/>
</Box>
<Box sx={{ display: "flex", gap: 2 }}>
<TextField
label="Min Amount"
type="number"
value={minAmount}
onChange={(e) => setMinAmount(e.target.value)}
size="small"
sx={{ flex: 1 }}
/>
<TextField
label="Max Amount"
type="number"
value={maxAmount}
onChange={(e) => setMaxAmount(e.target.value)}
size="small"
sx={{ flex: 1 }}
/>
</Box>
<Button
variant="contained"
startIcon={<AddCircleIcon />}
onClick={handleCreate}
disabled={createMutation.isPending}
>
{createMutation.isPending ? "Generating..." : "Generate Snapshot"}
</Button>
{createdSnapshotId && (
<Alert severity="success" onClose={() => setCreatedSnapshotId(null)}>
Snapshot created: <strong>{createdSnapshotId}</strong>. Use it in the Dashboard snapshot selector.
</Alert>
)}
</Box>
</Paper>
<Paper sx={{ borderRadius: 4 }} variant="outlined">
<Box sx={{ display: "flex", alignItems: "center", justifyContent: "space-between", p: 2, pb: 0 }}>
<Typography variant="subtitle1" fontWeight={600}>
Existing Snapshots
</Typography>
<IconButton onClick={() => refetch()} disabled={isFetching}>
<RefreshIcon />
</IconButton>
</Box>
{isLoading ? (
<Box sx={{ display: "flex", justifyContent: "center", p: 4 }}>
<CircularProgress />
</Box>
) : snapshots.length === 0 ? (
<Box sx={{ p: 4, textAlign: "center", color: "text.secondary" }}>
No snapshots yet
</Box>
) : (
<TableContainer>
<Table size="small">
<TableHead>
<TableRow>
<TableCell>Snapshot ID</TableCell>
<TableCell>Created</TableCell>
<TableCell>Query</TableCell>
<TableCell align="right">Actions</TableCell>
</TableRow>
</TableHead>
<TableBody>
{snapshots.map((snap: ReportSnapshot) => (
<TableRow key={snap.id}>
<TableCell sx={{ fontFamily: "monospace", fontSize: "0.8rem" }}>
<Box sx={{ display: "flex", alignItems: "center", gap: 0.5 }}>
{snap.snapshot_id}
<IconButton
size="small"
onClick={() => {
navigator.clipboard.writeText(snap.snapshot_id);
setSnackbar({ message: "Copied!", severity: "success" });
}}
sx={{ opacity: 0.5, '&:hover': { opacity: 1 } }}
>
<ContentCopyIcon sx={{ fontSize: 14 }} />
</IconButton>
</Box>
</TableCell>
<TableCell>{formatDate(snap.created_at)}</TableCell>
<TableCell>
{snap.query ? (
<Box sx={{ display: "flex", gap: 0.5, flexWrap: "wrap" }}>
{snap.query.accounts && <Chip label={`${snap.query.accounts.length} account(s)`} size="small" variant="outlined" />}
{snap.query.ignore_self && <Chip label="ignore_self" size="small" variant="outlined" />}
{snap.query.start_date && <Chip label="start" size="small" variant="outlined" />}
{snap.query.end_date && <Chip label="end" size="small" variant="outlined" />}
</Box>
) : (
<Typography variant="body2" color="text.secondary"></Typography>
)}
</TableCell>
<TableCell align="right">
<IconButton size="small" onClick={() => setDeleteTarget(snap)}>
<DeleteIcon fontSize="small" />
</IconButton>
</TableCell>
</TableRow>
))}
</TableBody>
</Table>
</TableContainer>
)}
</Paper>
<Snackbar
open={!!snackbar}
autoHideDuration={4000}
onClose={() => setSnackbar(null)}
anchorOrigin={{ vertical: "bottom", horizontal: "center" }}
>
{snackbar ? <Alert severity={snackbar.severity} onClose={() => setSnackbar(null)}>{snackbar.message}</Alert> : undefined}
</Snackbar>
<Dialog open={!!deleteTarget} onClose={() => setDeleteTarget(null)}>
<DialogTitle>Delete Snapshot?</DialogTitle>
<DialogContent>
<DialogContentText>
This will permanently delete the report snapshot.
</DialogContentText>
</DialogContent>
<DialogActions>
<Button onClick={() => setDeleteTarget(null)}>Cancel</Button>
<Button onClick={handleDelete} color="error" disabled={deleteMutation.isPending}>
{deleteMutation.isPending ? "Deleting..." : "Delete"}
</Button>
</DialogActions>
</Dialog>
</Container>
);
}

View File

@@ -1,61 +1,52 @@
import * as React from "react";
import {
ReportData,
GroupKey,
ReportData
} from "../../features/report";
export type DashboardFlow = "outflows" | "inflows";
export type DashboardMode = "expense" | "income";
export type DashboardPeriodType = "rolling" | "calendar";
export type DashboardSelectedPeriodId = string | null;
export interface DashboardState {
flow: DashboardFlow;
mode: DashboardMode;
periodType: DashboardPeriodType;
selectedPeriodId: DashboardSelectedPeriodId;
selectedGroupKey: GroupKey | null;
comparison: boolean;
}
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;
}

View File

@@ -0,0 +1,49 @@
import * as React from "react";
import DashboardView from "./Dashboard.view";
import { DashboardProps, DashboardState } from "./Dashboard.models";
export default function Dashboard(props: DashboardProps) {
const [state, setState] = React.useState<DashboardState>({
mode: "expense",
periodType: "rolling",
selectedPeriodId: null,
comparison: false,
});
const toggleMode = () => {
setState(prev => ({
...prev,
mode: prev.mode === "expense" ? "income" : "expense",
}));
};
const togglePeriodType = () => {
setState(prev => ({
...prev,
periodType: prev.periodType === "rolling" ? "calendar" : "rolling",
}));
};
const toggleComparison = () => {
setState(prev => ({
...prev,
comparison: !prev.comparison,
}));
};
const setSelectedPeriodId = (selectedPeriodId: typeof state.selectedPeriodId) => {
setState(prev => ({ ...prev, selectedPeriodId }));
};
return (
<DashboardView
{...props}
state={state}
setState={setState}
toggleMode={toggleMode}
togglePeriodType={togglePeriodType}
toggleComparison={toggleComparison}
setSelectedPeriodId={setSelectedPeriodId}
/>
);
}

View File

@@ -3,80 +3,92 @@ 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>>;
toggleMode: () => void;
togglePeriodType: () => void;
setSelectedPeriodId: (id: string | null) => void;
toggleComparison: () => void;
}
export default function DashboardView({
config,
data,
state,
stateSetters,
isFetching,
}: DashboardViewProps) {
setState,
toggleMode,
togglePeriodType,
toggleComparison,
setSelectedPeriodId,
}: ViewProps) {
const theme = useTheme();
const themeMode = theme.palette.mode;
const { mode, periodType, comparison, selectedPeriodId } = 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]);
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={toggleMode}
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}>
@@ -84,17 +96,34 @@ export default function DashboardView({
const Component = section.component;
return (
<Grid key={section.id} size={12}>
<Grid key={section.id} size={section.style?.size || 12 as any}>
{section.title && !section.isList && (
<Box sx={{ mb: 2 }}>
<Typography variant="h6" fontWeight={700}>
{section.title}
</Typography>
</Box>
)}
<Component
{...section}
{...section.settings}
header={section.title}
summary={section.summary}
reportData={data}
title={section.title}
accentColor={colors.primary}
colorScheme={colors}
state={state}
stateSetters={stateSetters}
isFetching={isFetching}
// State management
mode={mode}
colorScheme={colorScheme}
periodType={periodType}
comparison={comparison}
selectedPeriodId={selectedPeriodId}
togglePeriodType={togglePeriodType}
toggleComparison={toggleComparison}
setSelectedPeriodId={setSelectedPeriodId}
/>
</Grid>
);

View File

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

View File

@@ -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;
}

View File

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

View File

@@ -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;
}

View File

@@ -1,31 +1,126 @@
import * as React from "react";
import { HistoryChartProps, ChartDataPoint } from "./HistoryChart.models";
import HistoryChartView from "./HistoryChart.view";
import { buildChartData, tabToKey } from "./HistoryChart.adapter";
import { HistoryChartProps } from "./HistoryChart.props";
import { ReportPeriod } from "../../features/report";
type DecoratedPeriod = ReportPeriod & {
id: string;
label: string;
};
const TAB_TO_KEY: Record<string, "weekly" | "monthly" | "yearly" | "fyly"> = {
Weekly: "weekly",
Monthly: "monthly",
Yearly: "yearly",
FYLY: "fyly"
};
function getAmount(p: ReportPeriod, mode: "expense" | "income") {
return mode === "expense" ? p.expenses.sum : p.incomes.sum;
}
function mergeMetric(a: any, b: any) {
const sum = a.sum + b.sum;
const count = a.count + b.count;
return {
...a,
sum,
count,
average: count > 0 ? sum / count : 0,
transactions: a.transactions || b.transactions
? [
...(a.transactions || []),
...(b.transactions || [])
]
: undefined
};
}
function mergeBuckets(
buckets: any[],
key: "weekly" | "monthly" | "yearly" | "fyly"
): DecoratedPeriod[] {
const map = new Map<string, DecoratedPeriod>();
for (const bucket of buckets) {
const periods = (bucket.periods[key] || []) as DecoratedPeriod[];
for (const p of periods) {
const existing = map.get(p.id);
if (!existing) {
map.set(p.id, {
...p,
expenses: { ...p.expenses },
incomes: { ...p.incomes }
});
} else {
map.set(p.id, {
...existing,
expenses: mergeMetric(existing.expenses, p.expenses),
incomes: mergeMetric(existing.incomes, p.incomes)
});
}
}
}
return Array.from(map.values()).sort(
(a, b) => new Date(a.start).getTime() - new Date(b.start).getTime()
);
}
function buildChartData(
reportData: HistoryChartProps["reportData"],
key: "weekly" | "monthly" | "yearly" | "fyly",
mode: "expense" | "income",
comparison: boolean
): ChartDataPoint[] {
const merged = mergeBuckets(reportData.buckets, key);
console.log("Merged periods:", merged);
let points: ChartDataPoint[] = merged.map((p) => ({
id: p.id,
label: p.label,
amount: getAmount(p, mode)
}));
if (comparison) {
points = points.map((p, i) => ({
...p,
compare:
i > 0
? {
id: points[i - 1].id,
label: points[i - 1].label,
amount: points[i - 1].amount
}
: undefined
}));
}
return points;
}
export default function HistoryChart(props: HistoryChartProps) {
const {
settings,
tabs,
reportData,
state,
stateSetters,
isFetching,
mode,
periodType,
comparison,
selectedPeriodId,
setSelectedPeriodId
} = props;
const { flow, comparison, selectedPeriodId } = state;
const { setSelectedPeriodId } = stateSetters;
const { tabs } = settings;
const [activeTab, setActiveTab] = React.useState<string>(tabs[0] || "");
const [startIndex, setStartIndex] = React.useState(0);
const activeDataKey = tabToKey(activeTab);
const activeDataKey = TAB_TO_KEY[activeTab];
const currentData = React.useMemo(() => {
return buildChartData(reportData, activeDataKey, flow, comparison);
}, [reportData, activeDataKey, flow, comparison]);
return buildChartData(reportData, activeDataKey, mode, comparison);
}, [reportData, activeDataKey, mode, comparison]);
const maxAmount =
currentData.length > 0
@@ -40,10 +135,10 @@ export default function HistoryChart(props: HistoryChartProps) {
: 1;
const visibleCountMap = {
daily: 7,
weekly: 6,
monthly: 4,
all: 4,
yearly: 4,
fyly: 4
};
const visibleCount = visibleCountMap[activeDataKey] ?? 4;
@@ -68,7 +163,7 @@ export default function HistoryChart(props: HistoryChartProps) {
React.useEffect(() => {
setSelectedPeriodId(null);
}, [activeTab]);
}, [activeTab, periodType]);
React.useEffect(() => {
if (

View File

@@ -11,60 +11,66 @@ 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";
ChartDataPoint,
HistoryChartProps,
} from "./HistoryChart.models";
import { formatDisplay } 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,
export default function HistoryChartView(props: ViewProps) {
const {
header,
summary,
tabs,
colorScheme,
colorScheme,
mode,
periodType,
selectedPeriodId,
comparison,
activeTab,
setActiveTab,
currentData,
visibleData,
maxAmount,
visibleCount,
startIndex,
setStartIndex,
activeDataKey,
}: HistoryChartViewProps) {
togglePeriodType,
setSelectedPeriodId,
toggleComparison,
const { flow, periodType, selectedPeriodId, comparison } = state;
const { togglePeriodType, setSelectedPeriodId, toggleComparison } = stateSetters;
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 +82,11 @@ 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,
}}
>
<Typography variant="h6" fontWeight={700} gutterBottom>
{title}
{header}
</Typography>
{summary && (
@@ -93,7 +96,7 @@ 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>
@@ -145,8 +148,7 @@ export default function HistoryChartView({
display: "flex",
flexDirection: "column",
alignItems: "center",
cursor: "pointer",
height: "100%"
cursor: "pointer"
}}
>
<Box sx={{ display: "flex", alignItems: "flex-end", gap: 1, height: "100%" }}>

View File

@@ -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"),
}));
}

View File

@@ -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;
}

View File

@@ -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;
}

View File

@@ -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>
);
}

View File

@@ -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} />;
}

View File

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

View File

@@ -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;
}

View File

@@ -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}
/>
);
}

View File

@@ -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)}`;
};

View File

@@ -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)'
},
}}
/>

View File

@@ -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,
};
}

View File

@@ -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>
);
}

View File

@@ -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,
};
}

View File

@@ -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>
);
}

View File

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

View File

@@ -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 };
}

View File

@@ -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 +10,64 @@ export const configuration: DashboardConfig = {
title: "Breakdown",
summary: "Interactive chronological tracking",
component: HistoryChart,
dataKey: "chartData",
settings: {
tabs: ["Weekly", "Monthly"],
// tabs: ["Weekly", "Monthly", "Yearly", "Financial Year", "All Time"],
},
},
{
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",
title: 'Recent Transactions',
component: LatestItems,
},
// {
// 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"
}
}
}
}
};

View File

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

View File

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

View File

@@ -1,43 +0,0 @@
import { useResourceByName } from "../../../react-openapi";
import { api } from "../../../react-openapi/api/client";
import { useMutation } from "@tanstack/react-query";
export function useFetchRequestsList(params?: {
status?: string;
account_name?: string;
source_type?: string;
}) {
const { useList } = useResourceByName("fetch-requests");
return useList(params);
}
export function useFetchRequest(id: string) {
const { useRead } = useResourceByName("fetch-requests");
return useRead(id);
}
export function useCreateFetchRequest() {
const { useCreate } = useResourceByName("fetch-requests");
return useCreate();
}
export function useDeleteFetchRequest() {
const { useDelete } = useResourceByName("fetch-requests");
return useDelete();
}
export function useUploadFile() {
return useMutation({
mutationFn: async (file: File) => {
const arrayBuffer = await file.arrayBuffer();
const binary = new Uint8Array(arrayBuffer);
const res = await api.post("/uploads", binary, {
headers: {
"Content-Type": file.type,
"Content-Disposition": `attachment; filename="${file.name}"`,
},
});
return res.data;
},
});
}

View File

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

View File

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

View File

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

View File

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

View File

@@ -1,40 +1,29 @@
export interface Payor {
id?: string;
name: string;
username: string;
email: string;
}
export interface Payee {
type: "merchant" | "person" | "transfer" | "other";
name: string;
}
export interface Account {
id: string;
name: string;
number: string;
type: "cash" | "bank" | "credit_card" | "wallet" | "other";
currency: string;
is_active?: boolean;
}
export interface Tag {
id: string;
name: string;
icon: string;
parent_id?: string | null;
description: string;
}
export interface Transaction {
id: string;
payor: Payor;
payee: Payee;
amount: number;
account: Account;
tags: Tag[];
occurred_at: string;
created_at: string;
occurred_at: Date;
}
// -----------------------------
@@ -52,12 +41,12 @@ export interface ReportMetric {
// Period
// -----------------------------
export type PeriodType = "daily" | "weekly" | "monthly" | "all";
export interface ReportPeriod {
start: string;
end: string;
metric: ReportMetric;
start: Date;
end: Date;
expenses: ReportMetric;
incomes: ReportMetric;
}
// -----------------------------
@@ -65,48 +54,36 @@ export interface ReportPeriod {
// -----------------------------
export type GroupKey = {
[dimension: string]: string[];
payee?: string[];
tags?: string[];
flow?: string[];
};
export interface ReportBucket {
group_key: GroupKey;
periods: {
daily?: ReportPeriod[];
weekly?: ReportPeriod[];
monthly?: ReportPeriod[];
all?: ReportPeriod[];
yearly?: ReportPeriod[];
fyly?: ReportPeriod[];
};
}
// -----------------------------
// Report Query
// -----------------------------
export interface ReportQuery {
accounts?: string[] | null;
ignore_self?: boolean | null;
start_date?: string | null;
end_date?: string | null;
min_amount?: number | null;
max_amount?: number | null;
}
// -----------------------------
// Final Report
// -----------------------------
export interface ReportData {
snapshot_id?: string | null;
periods: ("weekly" | "monthly" | "yearly" | "fyly")[];
flow?: "inflows" | "outflows" | null;
rolling: boolean;
report_date?: string;
periods: PeriodType[];
group_by: ("payee" | "tags")[];
tags?: string[] | null;
payee?: string[] | null;
ignore_self: boolean;
include_transactions: boolean;
buckets: ReportBucket[];
query: ReportQuery;
}

View File

@@ -1,7 +1,6 @@
import {
ReportData,
ReportPeriod,
PeriodType,
ReportPeriod
} from "./report.models";
/* ---------- ID BUILDING ---------- */
@@ -14,7 +13,7 @@ function formatDate(d: Date): string {
}
function buildPeriodId(
type: PeriodType,
type: "weekly" | "monthly" | "yearly" | "fyly" | "full",
start: Date,
end: Date
): string {
@@ -22,14 +21,16 @@ function buildPeriodId(
const e = formatDate(end);
switch (type) {
case "daily":
return `D:${s}_${e}`;
case "weekly":
return `W:${s}_${e}`;
case "monthly":
return `M:${s}_${e}`;
case "all":
return `ALL:${s}_${e}`;
case "yearly":
return `Y:${s}_${e}`;
case "fyly":
return `FY:${s}_${e}`;
case "full":
return `FULL:${s}_${e}`;
default:
return `${s}_${e}`;
}
@@ -59,23 +60,42 @@ const yearFmt = new Intl.DateTimeFormat("en-GB", {
timeZone: "UTC",
});
function sameMonth(a: Date, b: Date) {
return (
a.getUTCFullYear() === b.getUTCFullYear() &&
a.getUTCMonth() === b.getUTCMonth()
);
}
function buildLabel(
type: PeriodType,
type: "weekly" | "monthly" | "yearly" | "fyly" | "full",
start: Date,
end: Date
): string {
switch (type) {
case "daily":
return dayFmt.format(start);
case "weekly": {
const sDay = start.getUTCDate();
const m = monthFmt.format(start);
return `${sDay} ${m}`;
}
case "weekly":
if (sameMonth(start, end)) {
const sDay = start.getUTCDate();
const eDay = end.getUTCDate();
const m = monthFmt.format(start);
return `${sDay} ${m} - ${eDay} ${m}`;
}
return `${dayFmt.format(start)} - ${dayFmt.format(end)}`;
case "monthly":
return `${monthFmt.format(start)} ${yearFmt.format(start)}`;
if (sameMonth(start, end)) {
return `${monthFmt.format(start)} ${yearFmt.format(start)}`;
}
return `${monthDayFmt.format(start)} - ${monthDayFmt.format(end)}`;
case "yearly":
return yearFmt.format(start);
case "fyly": {
const startY = start.getUTCFullYear();
const endY = end.getUTCFullYear();
return `FY ${startY}${String(endY).slice(-2)}`;
}
default:
return `${monthDayFmt.format(start)} - ${monthDayFmt.format(end)}`;
@@ -85,13 +105,13 @@ function buildLabel(
/* ---------- MAIN ---------- */
function decoratePeriods(
type: PeriodType,
type: "weekly" | "monthly" | "yearly" | "fyly" | "full",
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")),
id: buildPeriodId(type, new Date(p.start), new Date(p.end)),
label: buildLabel(type, new Date(p.start), new Date(p.end)),
}));
}

View File

@@ -1,21 +1,20 @@
import { useResourceByName } from "../../../react-openapi";
export interface ReportParams {
snapshot_id?: string;
periods?: ("daily" | "weekly" | "monthly" | "all")[];
flow?: "inflows" | "outflows";
payee?: string[];
tags?: string[];
periods?: ("weekly" | "monthly" | "yearly" | "fyly" | "full")[];
rolling?: boolean;
report_date?: string;
group_by?: ("payee" | "tags")[];
ignore_self?: boolean;
include_transactions?: boolean;
}
export function useReport(params: ReportParams) {
const { useRead } = useResourceByName("reports");
const { useList } = useResourceByName("reports");
return useRead(
params.snapshot_id ? params.snapshot_id : "latest",
{
...params,
periods: params.periods,
}
);
return useList({
...params,
periods: params.periods,
group_by: params.group_by,
});
}

View File

@@ -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" },
];

View File

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

View File

@@ -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>
);
}

View File

@@ -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>
);
}

View File

@@ -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>
);
}

View File

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

View File

@@ -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],
},

View File

@@ -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',

View File

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

View File

@@ -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],
},
};
}

View File

@@ -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',
},
},
};