Fetch-request source types, glass-pane create page, date formatting (#18)

# MR: Fetch-request source types, glass-pane create page, date formatting

**Branch:** `xlsx-statement-support` → `main`
**Commits:** 1af0a6b → 231869d (6 commits)

## Summary

Three related strands of UI work on the fetch-request flow, plus library-level improvements in `react-openapi`:

1. **Source types** — the create form now offers Pdf / Xlsx / Csv / Email sources (spec-driven); legacy generic `file` is no longer offered for new fetch requests, and a per-request `trust_fallback` (`amount` | `balance`) can be set at creation.
2. **Create page redesign** — the flat single-column form is now two equal-height frosted "glass" panes over a subtle brand-indigo gradient backdrop: *Source & Account* (account/bank above the expanding source field) and *Window & Policy* (start/end/pipeline/trusted). Recent fetch-request rows share the same glass recipe.
3. **Date formatting** — all dates/datetimes across lists, details and display-format templates render as `"24 Aug 2026"` / `"24 Aug 2026, 09:07"` instead of raw ISO strings; datetime fields can opt into editing as a plain date picker while storing midnight.

## Changes

### react-openapi (library)
- **`src/utils/datetime.ts` (new)** — zero-dep `formatDate` / `formatDateTime` (en-IN via `Intl`). Only ISO-shaped strings are rewritten; DD-MM-YYYY expense strings and non-dates pass through untouched. Exported from the package index.
- Display wiring: `ListCellRenderer` catch-all + inline-dialog cells, `InlineRefField`, and `applyDisplayFormat` template interpolation (ISO-shaped values auto-format).
- **`x-edit-as` mechanism**: new `FieldConfig.editAs`; `DateField` renders a `date-time` field with `x-edit-as: date` as a plain date input, normalizes inbound values to `YYYY-MM-DD`, and submits `T00:00:00`. Routing sites unchanged.

### App
- `fetch-requests.models.ts`: `SourceType` gains `"csv"`, new `CsvSource`, create-side union drops `FileSource`.
- `FetchRequestCreate.tsx`: two-pane grid layout (explicit field partitioning, grid stretch for equal heights), fixed backdrop layer, local `GlassPanel` helper, list rows restyled; `created_at` pinned right before row actions.
- `ReportList.tsx`: generated date right-aligned before action buttons; outer row no longer wraps.
- `ReportViewer.tsx`: header timestamp formatted via exported `formatDateTime`.

## Verification

- `tsc -b` clean at every commit.
- Formatter behavior spot-checked: `2026-08-24T09:07:25.168000` → `24 Aug 2026, 09:07`; `01-05-2026` unchanged; `Z`-suffixed UTC converts to local wall time.

## Deploy notes

- Pairs with the khata-app MR (same branch name): backend supplies the Source oneOf (pdf/xlsx/csv/email), `trust_fallback`, and `x-edit-as` annotations consumed here.
- No dependency changes; no API changes client-side beyond honoring existing spec extensions.

Reviewed-on: #18
Co-authored-by: Vishesh 'ironeagle' Bangotra <aetoskia@gmail.com>
Co-committed-by: Vishesh 'ironeagle' Bangotra <aetoskia@gmail.com>

.gitignore

@@ -14,3 +14,4 @@ dist
 dist-ssr
 *.local
 .idea
+tsconfig.tsbuildinfo

react-openapi/index.ts

@@ -17,5 +17,6 @@ export { getApi } from "./src/hooks/useApi";
 export { useItemSse } from "./src/hooks/useItemSse";
 export { sanitizePayload } from "./src/utils/sanitize-payload";
 export type { FkResolver } from "./src/utils/sanitize-payload";
+export { formatDate, formatDateTime } from "./src/utils/datetime";
 export type { FilterComponentProps } from "./src/context/useResource";
 export type { SpecConfiguration, ResourceConfig, FieldConfig, FKFieldConfig, ResourceRelationship, ProfileOperation, ProfileComponents, AuthConfig } from "./src/types";

react-openapi/src/components/fields/ListCellRenderer.tsx

@@ -3,6 +3,7 @@ import { useNavigate } from "react-router-dom";
 import { Box, Typography, Chip, Avatar, Dialog, DialogTitle, DialogContent, DialogActions, Button, Grid } from "@mui/material";
 import type { FieldConfig } from "../../types";
 import { applyDisplayFormat, resolveMediaUrl } from "./utils";
+import { formatByFieldFormat } from "../../utils/datetime";
 import { InlineRefField } from "./renderers/InlineRefField";
 import { CurrencyField } from "./renderers/CurrencyField";
 import { extractFields } from "../../transformers/field-config";
@@ -57,7 +58,7 @@ export function ListCellRenderer({ field, value, displayFormat, basePath }: List
                   {sf.label}
                 </Typography>
                 <Typography variant="body2">
-                  {fv == null ? "—" : typeof fv === "object" ? (sf.inlineDisplayFormat ? applyDisplayFormat(fv, sf.inlineDisplayFormat) : JSON.stringify(fv)) : String(fv)}
+                  {fv == null ? "—" : typeof fv === "object" ? (sf.inlineDisplayFormat ? applyDisplayFormat(fv, sf.inlineDisplayFormat) : JSON.stringify(fv)) : formatByFieldFormat(fv, sf.format)}
                 </Typography>
               </Box>
             </Grid>
@@ -153,5 +154,5 @@ export function ListCellRenderer({ field, value, displayFormat, basePath }: List
     return <Typography variant="body2">{applyDisplayFormat(value, displayFormat ?? "")}</Typography>;
   }
 
-  return <Typography variant="body2">{String(value)}</Typography>;
+  return <Typography variant="body2">{formatByFieldFormat(value, field.format)}</Typography>;
 }

react-openapi/src/components/fields/renderers/DateField.tsx

@@ -10,11 +10,26 @@ interface Props {
 }
 
 export function DateField({ field, value, onChange, error }: Props) {
-  const inputType = field.format === "date" ? "date" : "datetime-local";
+  // `x-edit-as: date` renders a date-time field as a plain date picker;
+  // the picked day is submitted as midnight so the stored type is intact.
+  const editAsDate = field.format === "date" || field.editAs === "date";
 
-  const normalized = field.format === "date-time" && typeof value === "string"
+  const inputType = editAsDate ? "date" : "datetime-local";
-    ? value.replace(/\.\d+Z$/, "").replace(/Z$/, "")
+
-    : value;
+  const normalized = (() => {
+    if (field.format !== "date-time" || typeof value !== "string") return value;
+    if (editAsDate) return value.slice(0, 10);
+    return value.replace(/\.\d+Z$/, "").replace(/Z$/, "");
+  })();
+
+  const handleChange = (e: React.ChangeEvent<HTMLInputElement>) => {
+    const v = e.target.value;
+    if (editAsDate && field.format === "date-time" && /^\d{4}-\d{2}-\d{2}$/.test(v)) {
+      onChange(`${v}T00:00:00`);
+    } else {
+      onChange(v);
+    }
+  };
 
   return (
     <TextField
@@ -22,7 +37,7 @@ export function DateField({ field, value, onChange, error }: Props) {
       label={field.label}
       type={inputType}
       value={normalized ?? ""}
-      onChange={(e) => onChange(e.target.value)}
+      onChange={handleChange}
       error={!!error}
       helperText={error || field.description || undefined}
       placeholder={field.description || undefined}

react-openapi/src/components/fields/renderers/InlineRefField.tsx

@@ -2,6 +2,7 @@ import React, { useState } from "react";
 import { Box, Typography, Chip, Dialog, DialogTitle, DialogContent, DialogActions, Button, Grid } from "@mui/material";
 import type { FieldConfig } from "../../../types";
 import { applyDisplayFormat } from "../utils";
+import { formatByFieldFormat } from "../../../utils/datetime";
 import { extractFields } from "../../../transformers/field-config";
 import { useAppContext } from "../../../context/AppContext";
 
@@ -68,7 +69,7 @@ export function InlineRefField({ field, value }: Props) {
                   <Typography variant="caption" color="text.secondary" fontWeight={600} sx={{ mb: 0.25, display: "block" }}>
                     {sf.label}
                   </Typography>
-                  <Typography variant="body2">{value?.[sf.name] == null ? "—" : typeof value[sf.name] === "object" ? (sf.inlineDisplayFormat ? applyDisplayFormat(value[sf.name], sf.inlineDisplayFormat) : JSON.stringify(value[sf.name])) : String(value[sf.name])}</Typography>
+                  <Typography variant="body2">{value?.[sf.name] == null ? "—" : typeof value[sf.name] === "object" ? (sf.inlineDisplayFormat ? applyDisplayFormat(value[sf.name], sf.inlineDisplayFormat) : JSON.stringify(value[sf.name])) : formatByFieldFormat(value[sf.name], sf.format)}</Typography>
                 </Box>
               </Grid>
             ))}

react-openapi/src/components/fields/utils.ts

@@ -1,3 +1,5 @@
+import { formatIsoLike } from "../../utils/datetime";
+
 function getNested(obj: any, path: string): any {
   return path.split(".").reduce((o, k) => o?.[k], obj);
 }
@@ -6,7 +8,7 @@ export function applyDisplayFormat(item: any, format: string): string {
   if (!item || typeof item !== "object") return String(item ?? "");
   return format.replace(/\{([\w.]+)\}/g, (_, key) => {
     const val = getNested(item, key);
-    return val != null ? String(val) : "";
+    return val != null ? formatIsoLike(val) : "";
   });
 }
 

react-openapi/src/transformers/field-config.ts

@@ -64,6 +64,7 @@ function extractOneOfOptions(schema: any, schemas: Record<string, any>, discrimi
           description: prop["x-description"] ?? "",
           type: prop.type ?? "string",
           format: prop.format,
+          editAs: prop["x-edit-as"],
           order: prop["x-order"] ?? Infinity,
           hidden: prop["x-hidden"] ?? {},
           filterable: prop["x-filterable"] ?? false,
@@ -130,6 +131,7 @@ export function extractFields(schemaName: string, schema: any, schemas: Record<s
         description: prop["x-description"] ?? "",
         type: isRef && refSchema ? "object" : isOneOf ? "object" : (prop.type ?? "string"),
         format: prop.format,
+        editAs: prop["x-edit-as"],
         order: prop["x-order"] ?? Infinity,
         hidden: prop["x-hidden"] ?? {},
         filterable: prop["x-filterable"] ?? false,

react-openapi/src/types.ts

@@ -101,6 +101,8 @@ export interface FieldConfig {
   description: string;
   type: string;
   format?: string;
+  /** `x-edit-as: date` — edit a `date-time` field with a plain date input; submits midnight. */
+  editAs?: string;
   order: number;
   hidden: { form?: boolean; list?: boolean; detail?: boolean };
   filterable: boolean;

react-openapi/src/utils/datetime.ts

@@ -0,0 +1,63 @@
+/**
+ * Zero-dependency date/time display helpers.
+ *
+ * Only ISO-shaped strings ("2026-08-24", "2026-08-24T09:07:25[.f][Z]") are
+ * reformatted; anything else (DD-MM-YYYY expense strings, free text) passes
+ * through untouched. Naive strings without a zone are parsed as clock time
+ * so the displayed wall time matches what the backend stored.
+ */
+
+const ISO_DATE = /^\d{4}-\d{2}-\d{2}$/;
+const ISO_DATETIME = /^\d{4}-\d{2}-\d{2}[T ]\d{2}:\d{2}/;
+
+function parseIso(value: any): Date | null {
+  if (typeof value !== "string") return null;
+  if (!ISO_DATE.test(value) && !ISO_DATETIME.test(value)) return null;
+  const d = new Date(value);
+  return isNaN(d.getTime()) ? null : d;
+}
+
+const DATE_FMT = new Intl.DateTimeFormat("en-IN", { day: "numeric", month: "short", year: "numeric" });
+const DATETIME_FMT = new Intl.DateTimeFormat("en-IN", {
+  day: "numeric",
+  month: "short",
+  year: "numeric",
+  hour: "2-digit",
+  minute: "2-digit",
+  hour12: false,
+});
+
+function fallback(value: any): string {
+  return typeof value === "string" ? value : value != null ? String(value) : "";
+}
+
+/** "2026-08-24" -> "24 Aug 2026"; non-ISO values pass through. */
+export function formatDate(value: any): string {
+  const d = parseIso(value);
+  return d ? DATE_FMT.format(d) : fallback(value);
+}
+
+/** "2026-08-24T09:07:25" -> "24 Aug 2026, 09:07"; non-ISO values pass through. */
+export function formatDateTime(value: any): string {
+  const d = parseIso(value);
+  return d ? DATETIME_FMT.format(d) : fallback(value);
+}
+
+/** Route by OpenAPI field format ("date" | "date-time"); other formats render plainly. */
+export function formatByFieldFormat(value: any, format?: string): string {
+  if (format === "date") return formatDate(value);
+  if (format === "date-time") return formatDateTime(value);
+  return fallback(value);
+}
+
+/**
+ * Metadata-free variant for display-format templates ({key} interpolation):
+ * reformats a scalar only when it happens to be ISO-shaped.
+ */
+export function formatIsoLike(value: any): string {
+  if (typeof value === "string") {
+    if (ISO_DATETIME.test(value)) return formatDateTime(value);
+    if (ISO_DATE.test(value)) return formatDate(value);
+  }
+  return fallback(value);
+}

src/FetchRequest/FetchRequestCreate.tsx

@@ -1,22 +1,60 @@
 import React, { useEffect, useMemo, useState } from "react";
 import {
   Box, Container, Typography, Paper, Button, Alert,
-  CircularProgress,
+  CircularProgress, IconButton, Tooltip,
 } from "@mui/material";
 import { useNavigate } from "react-router-dom";
 import ReceiptLongIcon from "@mui/icons-material/ReceiptLong";
+import DeleteOutlineIcon from "@mui/icons-material/DeleteOutline";
+import { alpha } from "@mui/material/styles";
 import { useAppContext, useResource, ListCellRenderer, FormFieldRenderer, getApi, applyDisplayFormat } from "../../react-openapi";
 import type { FieldConfig } from "../../react-openapi";
 import { PageHeader } from "../ui/PageHeader";
 import { EmptyState } from "../ui/EmptyState";
+import { formatApiError } from "../features/fetch-requests";
+import { useToast } from "../ui/Toast";
 
-const CREATE_FIELDS = ["account", "bank", "pipeline", "start_date", "end_date", "source"];
+const CREATE_FIELDS = ["account", "bank", "pipeline", "trust_fallback", "start_date", "end_date", "source"];
+
+// Two-pane form partition — explicit names, spec order is unreliable.
+// Grid stretch keeps both panes equal-height regardless of which source
+// variant is active (email adds From/Subject under the type select).
+const SOURCE_PANE_FIELDS = ["account", "bank"];
+const POLICY_PANE_FIELDS = ["start_date", "end_date", "pipeline", "trust_fallback"];
+
+const glassSx = (theme: any) => ({
+  backgroundColor: alpha(theme.palette.background.default, 0.72),
+  backdropFilter: "blur(8px)",
+  borderColor: "divider",
+  boxShadow: 1,
+});
+
+function GlassPanel({ title, children }: { title: string; children: React.ReactNode }) {
+  return (
+    <Paper variant="outlined" sx={(theme) => ({ p: 3, borderRadius: 3, ...glassSx(theme) })}>
+      <Typography
+        variant="overline"
+        sx={{ display: "block", mb: 2, color: "text.secondary", letterSpacing: 1.2, lineHeight: 1.4 }}
+      >
+        {title}
+      </Typography>
+      <Box sx={{ display: "flex", flexDirection: "column", gap: 2 }}>{children}</Box>
+    </Paper>
+  );
+}
 
 function FetchRequestList() {
   const navigate = useNavigate();
-  const { list, resource } = useResource("fetch-requests");
+  const { list, remove, resource } = useResource("fetch-requests");
   const { resources: allResources } = useAppContext();
   const [rows, setRows] = useState<any[] | null>(null);
+  const [deletingId, setDeletingId] = useState<string | null>(null);
+  const { showToast } = useToast();
+
+  const reload = () => {
+    if (!resource) return;
+    list({ limit: 20 }).then((res) => setRows(res.items ?? []));
+  };
 
   const columns = useMemo(() => {
     if (!resource) return [];
@@ -30,6 +68,26 @@ function FetchRequestList() {
     list({ limit: 20 }).then((res) => setRows(res.items ?? []));
   }, [resource?.name]);
 
+  const handleDelete = async (e: React.MouseEvent, id: string) => {
+    e.stopPropagation();
+    if (
+      !window.confirm(
+        "Delete this fetch request along with all its expenses and ambiguities? This cannot be undone.",
+      )
+    )
+      return;
+    setDeletingId(id);
+    try {
+      await remove(id);
+      showToast("Fetch request deleted");
+      reload();
+    } catch (err: any) {
+      showToast(formatApiError(err), "error");
+    } finally {
+      setDeletingId(null);
+    }
+  };
+
   if (!rows) {
     return (
       <Box sx={{ display: "flex", justifyContent: "center", py: 6 }}>
@@ -58,17 +116,25 @@ function FetchRequestList() {
           <Paper
             key={row.id ?? i}
             variant="outlined"
-            sx={{
+            sx={(theme) => ({
               p: 2,
               cursor: "pointer",
-              borderRadius: 2,
+              borderRadius: 3,
-              transition: "border-color 160ms ease, box-shadow 160ms ease",
+              transition: "border-color 160ms ease, box-shadow 160ms ease, background-color 160ms ease",
-              "&:hover": { borderColor: "primary.main", boxShadow: 1 },
+              "&:hover": {
-            }}
+                borderColor: "primary.main",
+                boxShadow: 1,
+                backgroundColor: alpha(theme.palette.background.default, 0.9),
+              },
+              ...glassSx(theme),
+            })}
             onClick={() => navigate(`/fetch-requests/${row.id}`)}
           >
-            <Box sx={{ display: "flex", gap: 2, flexWrap: "wrap", alignItems: "center" }}>
+            <Box sx={{ display: "flex", gap: 2, alignItems: "center" }}>
-              {columns.map((col) => (
+              <Box sx={{ display: "flex", gap: 2, flexWrap: "wrap", alignItems: "center", flex: 1, minWidth: 0 }}>
+                {columns
+                  .filter((col) => col.name !== "created_at")
+                  .map((col) => (
                     <Box key={col.name} sx={{ minWidth: 120 }}>
                       <Typography variant="caption" color="text.secondary" sx={{ display: "block" }}>
                         {col.label}
@@ -83,6 +149,31 @@ function FetchRequestList() {
                     </Box>
                   ))}
               </Box>
+              {(() => {
+                const dateCol = columns.find((col) => col.name === "created_at");
+                if (!dateCol) return null;
+                return (
+                  <Box sx={{ flexShrink: 0, textAlign: "right" }}>
+                    <Typography variant="caption" color="text.secondary" sx={{ display: "block" }}>
+                      {dateCol.label}
+                    </Typography>
+                    <ListCellRenderer field={dateCol} value={row.created_at} displayFormat={displayFormat} />
+                  </Box>
+                );
+              })()}
+              <Box sx={{ flexShrink: 0 }}>
+                <Tooltip title="Delete fetch request">
+                  <IconButton
+                    size="small"
+                    color="error"
+                    disabled={deletingId === row.id || row.status === "processing"}
+                    onClick={(e) => handleDelete(e, row.id)}
+                  >
+                    <DeleteOutlineIcon fontSize="small" />
+                  </IconButton>
+                </Tooltip>
+              </Box>
+            </Box>
           </Paper>
         );
       })}
@@ -94,6 +185,7 @@ export default function FetchRequestCreate() {
   const { resources: allResources } = useAppContext();
   const resource = useMemo(() => allResources.find((r) => r.name === "fetch-requests"), [allResources]);
   const { create } = useResource("fetch-requests");
+  const navigate = useNavigate();
   const [formData, setFormData] = useState<Record<string, any>>({});
   const [fkOptions, setFkOptions] = useState<Record<string, { value: any; label: string }[]>>({});
   const [loading, setLoading] = useState(false);
@@ -143,6 +235,10 @@ export default function FetchRequestCreate() {
       const display = applyDisplayFormat(created, resource!.displayFormat);
       setResult({ severity: "success", message: `Created: ${display}` });
       setFormData({});
+      const newId = (created as any)?.id;
+      if (newId) {
+        navigate(`/fetch-requests/${newId}`);
+      }
     } catch (e: any) {
       const detail = e?.response?.data?.detail;
       const msg = Array.isArray(detail) ? detail.map((d: any) => d.msg).join("; ") : (detail ?? e?.message ?? "Unknown error");
@@ -160,28 +256,11 @@ export default function FetchRequestCreate() {
     );
   }
 
+  const renderPaneFields = (names: string[]) =>
+    names.map((name) => {
+      const field = formFields.find((f) => f.name === name);
+      if (!field) return null;
       return (
-    <Container maxWidth="lg" sx={{ py: 4 }}>
-      <PageHeader
-        crumbs={[{ label: "Home", path: "/" }, { label: "Fetch Requests" }]}
-        title="Fetch Requests"
-        subtitle="Import transactions from bank statements or email and track pipeline progress."
-      />
-
-      <Paper
-        id="new-fetch-request"
-        variant="outlined"
-        sx={{ p: 3, mb: 4, borderRadius: 3 }}
-      >
-        <Typography variant="subtitle1" fontWeight={700} gutterBottom>
-          New Fetch Request
-        </Typography>
-        <Typography variant="body2" color="text.secondary" sx={{ mb: 3, maxWidth: 520, lineHeight: 1.6 }}>
-          Choose an account, pipeline, and a file or email source to kick off an import.
-        </Typography>
-
-        <Box sx={{ display: "flex", flexDirection: "column", gap: 2, maxWidth: 520 }}>
-          {formFields.map((field) => (
         <FormFieldRenderer
           key={field.name}
           field={field}
@@ -189,7 +268,54 @@ export default function FetchRequestCreate() {
           onChange={(val) => handleChange(field.name, val)}
           fkOptions={fkOptions[field.name]}
         />
-          ))}
+      );
+    });
+
+  return (
+    <Box sx={{ position: "relative" }}>
+      {/* Decorative gradient backdrop — gives the frosted panes something to blur. */}
+      <Box
+        aria-hidden
+        sx={{
+          position: "fixed",
+          inset: 0,
+          zIndex: 0,
+          pointerEvents: "none",
+          background: (theme) =>
+            [
+              `radial-gradient(640px circle at 12% 8%, ${alpha(theme.palette.primary.main, 0.14)}, transparent 70%)`,
+              `radial-gradient(900px circle at 88% 92%, ${alpha(theme.palette.primary.main, 0.09)}, transparent 70%)`,
+              `radial-gradient(520px circle at 78% 22%, ${alpha(theme.palette.primary.light, 0.07)}, transparent 70%)`,
+            ].join(", "),
+        }}
+      />
+      <Container maxWidth="lg" sx={{ py: 4, position: "relative", zIndex: 1 }}>
+        <PageHeader
+          crumbs={[{ label: "Home", path: "/" }, { label: "Fetch Requests" }]}
+          title="Fetch Requests"
+          subtitle="Import transactions from bank statements or email and track pipeline progress."
+        />
+
+        <Box id="new-fetch-request" sx={{ mb: 4 }}>
+          <Typography variant="subtitle1" fontWeight={700} gutterBottom>
+            New Fetch Request
+          </Typography>
+          <Typography variant="body2" color="text.secondary" sx={{ mb: 2.5, maxWidth: 560, lineHeight: 1.6 }}>
+            Choose an account, pipeline, and a file or email source to kick off an import.
+          </Typography>
+
+          <Box
+            sx={{
+              display: "grid",
+              gridTemplateColumns: { xs: "1fr", md: "1fr 1fr" },
+              gap: 2,
+            }}
+          >
+            <GlassPanel title="Source & Account">
+              {renderPaneFields(SOURCE_PANE_FIELDS)}
+              {renderPaneFields(["source"])}
+            </GlassPanel>
+            <GlassPanel title="Window & Policy">{renderPaneFields(POLICY_PANE_FIELDS)}</GlassPanel>
           </Box>
 
           <Box sx={{ display: "flex", justifyContent: "flex-end", mt: 3, gap: 1.5 }}>
@@ -207,12 +333,13 @@ export default function FetchRequestCreate() {
               {result.message}
             </Alert>
           )}
-      </Paper>
+        </Box>
 
         <Typography variant="h6" fontWeight={700} sx={{ mb: 2 }}>
           Recent Fetch Requests
         </Typography>
         <FetchRequestList />
       </Container>
+    </Box>
   );
 }

src/FetchRequest/FetchRequestDetail.tsx

@@ -10,6 +10,7 @@ import {
   CircularProgress,
   Alert,
   Divider,
+  Tooltip,
 } from "@mui/material";
 import ReplayIcon from "@mui/icons-material/Replay";
 import CheckCircleIcon from "@mui/icons-material/CheckCircle";
@@ -18,6 +19,7 @@ import WarningAmberIcon from "@mui/icons-material/WarningAmber";
 import PlayArrowIcon from "@mui/icons-material/PlayArrow";
 import RemoveCircleOutlineIcon from "@mui/icons-material/RemoveCircleOutline";
 import FiberManualRecordIcon from "@mui/icons-material/FiberManualRecord";
+import DeleteOutlineIcon from "@mui/icons-material/DeleteOutline";
 import { useResource, useItemSse, useAppContext, DetailFieldRenderer, applyDisplayFormat } from "../../react-openapi";
 import { useQuery } from "@tanstack/react-query";
 import { RETRY_MAX, formatApiError } from "../features/fetch-requests";
@@ -85,11 +87,12 @@ function Section({ title, children, action }: { title: string; children: React.R
 export default function FetchRequestDetail() {
   const { id } = useParams<{ id: string }>();
   const navigate = useNavigate();
-  const { get, patch, resource } = useResource("fetch-requests");
+  const { get, patch, remove, resource } = useResource("fetch-requests");
   const { resources: allResources } = useAppContext();
   const [stepStats, setStepStats] = useState<Record<string, number>>({});
   const [liveParsedCount, setLiveParsedCount] = useState<number | undefined>(undefined);
   const [retrying, setRetrying] = useState(false);
+  const [deleting, setDeleting] = useState(false);
   const { showToast } = useToast();
   const feedRef = useRef<HTMLDivElement>(null);
 
@@ -174,6 +177,26 @@ export default function FetchRequestDetail() {
     }
   };
 
+  const handleDelete = async () => {
+    if (!id || !remove || deleting) return;
+    if (
+      !window.confirm(
+        "Delete this fetch request along with all its expenses and ambiguities? This cannot be undone.",
+      )
+    )
+      return;
+    setDeleting(true);
+    try {
+      await remove(id);
+      showToast("Fetch request deleted");
+      navigate("/fetch-requests");
+    } catch (err: any) {
+      showToast(formatApiError(err), "error");
+    } finally {
+      setDeleting(false);
+    }
+  };
+
   const req = fetchRequest as any;
   const retryCount = req?.retry_count ?? 0;
   const isRetryExhausted = retryCount >= RETRY_MAX;
@@ -286,6 +309,20 @@ export default function FetchRequestDetail() {
               Retry
             </Button>
           )}
+          <Tooltip title={status === "processing" ? "Cannot delete while processing" : "Delete fetch request"}>
+            <span>
+              <Button
+                variant="outlined"
+                size="small"
+                color="error"
+                startIcon={<DeleteOutlineIcon />}
+                onClick={handleDelete}
+                disabled={deleting || status === "processing"}
+              >
+                Delete
+              </Button>
+            </span>
+          </Tooltip>
         </Box>
       </Section>
 

src/FetchRequest/components/PipelineStepper.tsx

@@ -29,7 +29,12 @@ function computeProgressPercent(
 
   let pct = 0;
 
-  if (seenSteps.has("raw_lines") || seenSteps.has("txn_blocks")) pct += 10;
+  if (
+    seenSteps.has("raw_lines") ||
+    seenSteps.has("txn_blocks")
+  ) {
+    pct += 10;
+  }
 
   if (txnBlockCount > 0) {
     const current = Math.max(liveCount, stepStats.txn_dicts ?? 0);

src/Reports/ReportList.tsx

@@ -51,7 +51,7 @@ export function ReportList({ reports, loading, fields, selectedId, onView, onReg
               "&:hover": { borderColor: "primary.light" },
             }}
           >
-            <Box sx={{ display: "flex", alignItems: "center", gap: 2, flexWrap: "wrap" }}>
+            <Box sx={{ display: "flex", alignItems: "center", gap: 2 }}>
               <Box sx={{ flex: "1 1 260px", minWidth: 0 }}>
                 <Typography variant="body1" fontWeight={600} noWrap sx={{ fontSize: "0.9375rem" }}>
                   {report.name || report.id}
@@ -81,13 +81,14 @@ export function ReportList({ reports, loading, fields, selectedId, onView, onReg
                       {amounts}
                     </Typography>
                   )}
+                </Box>
+              </Box>
+
               {fields && (
-                    <Box sx={{ color: "text.secondary" }}>
+                <Box sx={{ ml: "auto", flexShrink: 0, color: "text.secondary" }}>
                   <ListCellRenderer field={fields.generatedAt} value={report.generated_at} />
                 </Box>
               )}
-                </Box>
-              </Box>
 
               <Box sx={{ display: "flex", gap: 0.5, flexShrink: 0 }}>
                 <Button size="small" variant="contained" startIcon={<VisibilityIcon />} onClick={() => onView(report.id)}>

src/Reports/ReportViewer.tsx

@@ -4,7 +4,7 @@ import CloseIcon from "@mui/icons-material/Close";
 import CachedIcon from "@mui/icons-material/Cached";
 import KeyboardArrowDownIcon from "@mui/icons-material/KeyboardArrowDown";
 import KeyboardArrowUpIcon from "@mui/icons-material/KeyboardArrowUp";
-import { FkMultiSelectField, useResource, formatCurrency } from "../../react-openapi";
+import { FkMultiSelectField, useResource, formatCurrency, formatDateTime } from "../../react-openapi";
 import type { FieldConfig } from "../../react-openapi";
 import { StatCard } from "../common/components/StatCard";
 import { TransactionList } from "../common/components/TransactionList";
@@ -266,7 +266,7 @@ export function ReportViewer({ id, version, fields, onClose, onRegenerated }: Re
           </Typography>
           <Box sx={{ display: "flex", gap: 1.5, flexWrap: "wrap" }}>
             <Typography variant="caption" color="text.secondary">
-              flow {report.flow} · generated {report.generated_at ?? report.created_at}
+              flow {report.flow} · generated {formatDateTime(report.generated_at ?? report.created_at)}
             </Typography>
             {range && (
               <Typography variant="caption" color="text.disabled">

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

@@ -7,7 +7,10 @@ export type FetchRequestStatus =
   | "completed"
   | "failed";
 
+export type SourceType = "file" | "pdf" | "xlsx" | "csv" | "email";
+
 export interface FileSource {
+  type?: SourceType;
   path: string;
   bank: string;
   raw_lines?: string[];
@@ -17,7 +20,20 @@ export interface FileSource {
   txn_dicts_count?: number;
 }
 
+export interface PdfSource extends FileSource {
+  type: "pdf";
+}
+
+export interface XlsxSource extends FileSource {
+  type: "xlsx";
+}
+
+export interface CsvSource extends FileSource {
+  type: "csv";
+}
+
 export interface EmailSource {
+  type: "email";
   bank: string;
   from_email?: string;
   subject?: string;
@@ -26,12 +42,15 @@ export interface EmailSource {
   txn_dicts_count?: number;
 }
 
-export type PipelineType = "heuristic" | "llm" | "llama_parser";
+export type PipelineType = "heuristic" | "llm" | "llama_parse";
+
+export type TrustFallback = "amount" | "balance";
 
 export interface FetchRequestCreate {
-  source: FileSource | EmailSource;
+  source: PdfSource | XlsxSource | CsvSource | EmailSource;
   account_name: string;
   pipeline?: PipelineType;
+  trust_fallback?: TrustFallback | null;
   payor_username?: string;
   start_date?: string;
   end_date?: string;
@@ -113,7 +132,7 @@ export interface SSEEvent {
 export interface FetchRequestFilters {
   status?: FetchRequestStatus[];
   account_name?: string;
-  source_type?: "file" | "email";
+  source_type?: SourceType;
 }
 
 export function formatApiError(err: any): string {

src/features/fetch-requests/index.ts

@@ -5,6 +5,9 @@ export type {
   FetchRequestStatus,
   FetchRequestFilters,
   FileSource,
+  PdfSource,
+  XlsxSource,
+  SourceType,
   EmailSource,
   UploadResult,
   PendingAmbiguity,
@@ -15,6 +18,7 @@ export type {
   SSEEventStatus,
   ProgressMessage,
   PipelineType,
+  TrustFallback,
 } from "./fetch-requests.models";
 export { RETRY_MAX, formatApiError } from "./fetch-requests.models";
 export {