common themeConfig.ts

# Dashboard Refactor

## Overview

This merge request performs a major cleanup and architectural refactor of the dashboard component system.

The primary goals were:

* Consolidate dashboard state handling
* Standardize component contracts
* Remove duplicated transaction aggregation logic
* Simplify theming
* Eliminate unnecessary wrapper/view layers
* Improve maintainability and type safety

---

# Major Changes

## Dashboard Architecture Refactor

### Consolidated State API

Introduced a centralized `DashboardStateSetters` interface:

```ts
export interface DashboardStateSetters {
  setSelectedPeriodId: (id: DashboardSelectedPeriodId) => void;
  setSelectedGroupKey: (groupKey: GroupKey | null) => void;
  toggleFlow: () => void;
  togglePeriodType: () => void;
  toggleComparison: () => void;
}
```

This removes scattered prop drilling and standardizes dashboard interaction handling.

---

### Introduced Shared `ComponentProps`

All dashboard widgets now consume a unified contract:

```ts
export interface ComponentProps extends DashboardSection {
  reportData: ReportData;

  state: DashboardState;
  stateSetters: DashboardStateSetters;
  isFetching: boolean;

  colorScheme: {
    primary: string;
    light: string;
    text: string;
  };
}
```

Benefits:

* Consistent widget APIs
* Reduced repetitive prop definitions
* Easier extensibility
* Cleaner component composition

---

### Removed `Dashboard.view.tsx`

The view/container split was removed.

Dashboard rendering now lives directly inside:

```ts
Dashboard.tsx
```

Benefits:

* Reduced indirection
* Easier navigation
* Lower cognitive overhead
* Simpler state flow

---

## Dashboard Config Cleanup

Removed legacy `style.size` configuration from dashboard sections.

Before:

```ts
style: {
  size: 12,
}
```

Now:

```ts
{
  id: "items",
  title: "Recent Transactions",
  component: LatestItems,
}
```

This simplifies section configuration and removes unnecessary abstraction.

---

# Shared Transaction Utilities

## Added `extractFilteredTransactions`

Created a reusable transaction extraction helper:

```ts
extractFilteredTransactions(
  reportData,
  selectedPeriodId,
  selectedGroupKey
)
```

This centralizes:

* Period resolution
* Group filtering
* Tag filtering
* Payee filtering

Previously duplicated across:

* LatestItems
* TopTags
* TopPayees

---

## Added `aggregateTransactions`

Created a reusable aggregation utility:

```ts
aggregateTransactions(
  transactions,
  keyExtractor,
  limit
)
```

Benefits:

* Removes repeated Map aggregation logic
* Standardizes sorting and totals
* Simplifies adapters significantly

---

# HistoryChart Refactor

## Split Models vs Props

Separated:

* data models
* component props
* view props

into dedicated files.

New:

```txt
HistoryChart.models.ts
HistoryChart.props.ts
```

Benefits:

* Cleaner typing boundaries
* Better maintainability
* Reduced coupling

---

## Migrated to Shared Dashboard State

HistoryChart now consumes:

```ts
state
stateSetters
```

instead of individual props.

This aligns it with the new dashboard architecture.

---

# LatestItems Refactor

## Simplified Component Contract

Removed duplicated props:

* flow
* header
* accentColor
* selectedPeriodId
* selectedGroupKey

Now inherited from shared `ComponentProps`.

---

## Added Auto Reset on Flow Change

```ts
React.useEffect(() => {
  setVisibleCount(5);
}, [flow]);
```

Improves UX when switching inflow/outflow views.

---

# ProgressCard Refactor

## Removed `ProgressCard.tsx`

Deleted unnecessary wrapper component.

Rendering logic now lives directly in:

```txt
ProgressCard.view.tsx
```

---

## Introduced `ProgressCard.props.ts`

Separated props into dedicated interfaces:

```ts
ProgressCardProps
ProgressCardViewProps
```

---

## Reworked Styling System

Removed dependency on:

```ts
colorTheme
```

Now fully driven by:

```ts
colorScheme
```

Benefits:

* Consistent dashboard-wide theming
* Better dark mode behavior
* Reduced MUI palette coupling

---

## Improved Visual Consistency

Updated:

* borders
* shadows
* progress bar styling
* dark mode surfaces
* selection state styling

to use standardized dashboard colors.

---

# TopTags & TopPayees Refactor

## Removed Duplicated Aggregation Logic

Both adapters now use:

```ts
extractFilteredTransactions()
aggregateTransactions()
```

instead of maintaining separate filtering/aggregation implementations.

Benefits:

* Less code duplication
* Consistent behavior
* Easier future maintenance

---

## Migrated to Shared Component Props

Both components now consume:

```ts
ComponentProps
```

via:

```ts
ProgressCardProps
```

This aligns all dashboard widgets under the same architecture.

---

# Theme System Cleanup

## Consolidated AppTheme

Moved to:

```txt
src/shared-theme/AppTheme.tsx
```

and removed unused duplicate implementations.

---

## Added Explicit Color Mode Context

Introduced:

```ts
ColorModeContext
```

with:

* `mode`
* `setMode`
* `toggleColorMode`

This provides a cleaner foundation for future theme controls.

---

## Simplified Theme Creation

Replaced older MUI experimental color scheme setup with:

```ts
getDesignTokens(mode)
```

Benefits:

* Easier to reason about
* Cleaner light/dark handling
* Less framework complexity

---

## Added Global CssBaseline

```tsx
<CssBaseline />
```

is now applied centrally inside `AppTheme`.

---

# Type Safety Improvements

## Removed Optional Fields Where Invalid

Several previously optional fields are now required:

```ts
title: string
background: string
text: string
isFetching: boolean
style.palette
```

Benefits:

* Stronger guarantees
* Fewer runtime fallbacks
* Simpler rendering logic

---

# Cleanup Summary

## Removed

* `Dashboard.view.tsx`
* `ProgressCard.tsx`
* legacy prop duplication
* repeated transaction extraction logic
* repeated aggregation logic
* unused style configuration
* legacy theme configuration complexity

---

## Added

* centralized dashboard state setters
* reusable transaction helpers
* reusable aggregation helper
* unified component props
* dedicated prop definition files
* explicit color mode context
* consolidated theme provider

---

# Result

The dashboard system is now:

* significantly more maintainable
* easier to extend
* more type-safe
* less repetitive
* more consistent across widgets
* cleaner in terms of state ownership
* simpler to theme and customize

Reviewed-on: #5
Co-authored-by: Vishesh 'ironeagle' Bangotra <aetoskia@gmail.com>
Co-committed-by: Vishesh 'ironeagle' Bangotra <aetoskia@gmail.com>

react-openapi/Admin.tsx

@@ -1,5 +1,4 @@
 import * as React from "react";
-import { QueryClient, QueryClientProvider } from "@tanstack/react-query";
 import { useAuth, AuthPage } from "../react-auth";
 import { UploadProvider } from "./providers/UploadProvider";
 import AdminLayout from "./components/AdminLayout";
@@ -13,17 +12,17 @@ import {
   Route,
   useNavigate,
   useParams,
-  Navigate,
 } from "react-router-dom";
 
-const queryClient = new QueryClient();
+import { ConfigContext } from "./providers/ConfigContext";
-
-// Create a context for the app config
-export const ConfigContext = React.createContext<AppConfig | null>(null);
 
 function Dashboard({ basePath }: { basePath: string }) {
   const config = React.useContext(ConfigContext);
   const navigate = useNavigate();
+
+  const resources = config?.resources || [];
+  const visibleResources = resources.filter((res) => !res.hidden);
+
   return (
     <Box>
       <Typography variant="h4" gutterBottom>
@@ -41,7 +40,7 @@ function Dashboard({ basePath }: { basePath: string }) {
           mt: 4,
         }}
       >
-        {config?.resources.map((res) => (
+        {visibleResources.map((res) => (
           <Paper 
             key={res.name} 
             sx={{ 
@@ -51,7 +50,7 @@ function Dashboard({ basePath }: { basePath: string }) {
                 transition: 'transform 0.2s',
                 '&:hover': { transform: 'translateY(-4px)', boxShadow: 4 }
             }}
-            onClick={() => navigate(`${basePath}/${res.name}`)}
+            onClick={() => navigate(`/admin/${res.name}`)}
           >
             <Typography variant="h6" color="primary">{res.pluralLabel}</Typography>
             <Typography variant="body2" color="text.secondary">Manage {res.pluralLabel.toLowerCase()}</Typography>
@@ -69,6 +68,9 @@ function AdminApp({ basePath }: { basePath: string }) {
   const config = React.useContext(ConfigContext);
   const navigate = useNavigate();
 
+  const resources = config?.resources || [];
+  const visibleResources = resources.filter((res) => !res.hidden);
+
   if (!currentUser) {
     return (
       <AuthPage
@@ -88,8 +90,8 @@ function AdminApp({ basePath }: { basePath: string }) {
     <AdminLayout
       username={currentUser.username}
       onLogout={logout}
-      onSelectResource={(name) => navigate(`${basePath}/${name}`)}
+      onSelectResource={(name) => navigate(`/admin/${name}`)}
-      resources={config?.resources || []}
+      resources={visibleResources}
     >
       <Routes>
         <Route path="/" element={<Dashboard basePath={basePath} />} />
@@ -120,14 +122,17 @@ interface AdminProps {
 }
 
 export default function Admin({ basePath = "/admin", resourceOverrides = {}, profileConfig = {} }: AdminProps) {
-  const [config, setConfig] = React.useState<AppConfig | null>(null);
+  const existingConfig = React.useContext(ConfigContext);
+  const [config, setConfig] = React.useState<AppConfig | null>(existingConfig);
 
   React.useEffect(() => {
-    getAppConfig(resourceOverrides, profileConfig).then((cfg) => {
+    if (!existingConfig) {
-      initializeApiClients(cfg.baseUrl, cfg.authBaseUrl);
+      getAppConfig(resourceOverrides, profileConfig).then((cfg) => {
-      setConfig(cfg);
+        initializeApiClients(cfg.baseUrl, cfg.authBaseUrl);
-    });
+        setConfig(cfg);
-  }, [resourceOverrides, profileConfig]);
+      });
+    }
+  }, [resourceOverrides, profileConfig, existingConfig]);
 
   if (!config) {
     return (
@@ -144,13 +149,21 @@ export default function Admin({ basePath = "/admin", resourceOverrides = {}, pro
     );
   }
 
+  const content = (
+    <UploadProvider>
+      <AdminApp basePath={basePath} />
+    </UploadProvider>
+  );
+
+  // If we have an existing config, we are already inside a Provider and QueryClient
+  if (existingConfig) {
+    return content;
+  }
+
+  // Fallback for standalone usage
   return (
-    <QueryClientProvider client={queryClient}>
+    <ConfigContext.Provider value={config}>
-      <ConfigContext.Provider value={config}>
+      {content}
-        <UploadProvider>
+    </ConfigContext.Provider>
-          <AdminApp basePath={basePath} />
-        </UploadProvider>
-      </ConfigContext.Provider>
-    </QueryClientProvider>
   );
 }

react-openapi/api/client.ts

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

react-openapi/components/EnhancedTable.tsx

@@ -104,12 +104,12 @@ export default function EnhancedTable({
         <GridActionsCellItem
           icon={<VisibilityIcon />}
           label="View"
-          onClick={() => navigate(`/${config.name}/${params.id}`)}
+          onClick={() => navigate(`/admin/${config.name}/${params.id}`)}
         />,
         <GridActionsCellItem
           icon={<EditIcon />}
           label="Edit"
-          onClick={() => navigate(`/${config.name}/edit/${params.id}`)}
+          onClick={() => navigate(`/admin/${config.name}/edit/${params.id}`)}
         />,
         <GridActionsCellItem
           icon={<DeleteIcon />}
@@ -222,8 +222,8 @@ function MobileCardRow({ row, config, onDelete, onNavigate, navigate }: any) {
                         <MoreVertIcon fontSize="small" />
                     </IconButton>
                     <Menu anchorEl={anchorEl} open={open} onClose={handleClose}>
-                        <MenuItem onClick={() => { handleClose(); navigate(`/${config.name}/${id}`); }}>View</MenuItem>
+                        <MenuItem onClick={() => { handleClose(); navigate(`/admin/${config.name}/${id}`); }}>View</MenuItem>
-                        <MenuItem onClick={() => { handleClose(); navigate(`/${config.name}/edit/${id}`); }}>Edit</MenuItem>
+                        <MenuItem onClick={() => { handleClose(); navigate(`/admin/${config.name}/edit/${id}`); }}>Edit</MenuItem>
                         <MenuItem onClick={() => { handleClose(); onDelete(id); }} sx={{ color: 'error.main' }}>Delete</MenuItem>
                     </Menu>
                 </Box>
@@ -242,7 +242,7 @@ function MobileCardRow({ row, config, onDelete, onNavigate, navigate }: any) {
                 </Box>
             </CardContent>
             <CardActions sx={{ justifyContent: 'flex-end', px: 2, pb: 2 }}>
-                 <Button size="small" onClick={() => navigate(`/${config.name}/${id}`)}>View Details</Button>
+                 <Button size="small" onClick={() => navigate(`/admin/${config.name}/${id}`)}>View Details</Button>
             </CardActions>
         </Card>
     );
@@ -359,7 +359,7 @@ function FieldRenderer({ params, field, fieldKey, config, onNavigate, navigate,
                 label={value} 
                 size="small" 
                 color="primary"
-                onClick={(e) => { e.stopPropagation(); navigate(`/${config.name}/${params.row[config.primaryKey]}`); }}
+                onClick={(e) => { e.stopPropagation(); navigate(`/admin/${config.name}/${params.row[config.primaryKey]}`); }}
                 sx={{ cursor: 'pointer', fontWeight: 'bold' }}
             />
         );

react-openapi/components/GenericForm.tsx

@@ -11,7 +11,7 @@ import { useUpload } from '../providers/UploadProvider';
 import { useQueries } from '@tanstack/react-query';
 import { useResource } from '../hooks/useResource';
 import FormField from './fields/FormField';
-import { ConfigContext } from '../Admin';
+import { ConfigContext } from '../providers/ConfigContext';
 
 interface GenericFormProps {
   config: ResourceConfig;
@@ -67,7 +67,8 @@ export default function GenericForm({
   const relationDataMap = React.useMemo(() => {
     const map: Record<string, any[]> = {};
     allRelations.forEach((relName, index) => {
-        map[relName] = queries[index].data || [];
+      // @ts-ignore
+      map[relName] = queries[index].data || [];
     });
     return map;
   }, [allRelations, queries]);

react-openapi/components/ProfileView.tsx

@@ -2,7 +2,7 @@ import * as React from 'react';
 import { Box, Typography, Paper, CircularProgress, Alert } from '@mui/material';
 import { useResource } from '../hooks/useResource';
 import GenericForm from './GenericForm';
-import { ConfigContext } from '../Admin';
+import { ConfigContext } from '../providers/ConfigContext';
 
 export default function ProfileView() {
   const appConfig = React.useContext(ConfigContext);

react-openapi/components/ResourceView.tsx

@@ -48,11 +48,11 @@ export default function ResourceView({ config, onNavigateToResource }: ResourceV
   const deleteMutation = useDelete();
 
   const handleEdit = (item: any) => {
-    navigate(`/${config.name}/edit/${item[config.primaryKey]}`);
+    navigate(`/admin/${config.name}/edit/${item[config.primaryKey]}`);
   };
 
   const handleCreate = () => {
-    navigate(`/${config.name}/create`);
+    navigate(`/admin/${config.name}/create`);
   };
 
   const handleSave = async (formData: any) => {
@@ -62,7 +62,7 @@ export default function ResourceView({ config, onNavigateToResource }: ResourceV
       } else {
         await createMutation.mutateAsync(formData);
       }
-      navigate(`/${config.name}`);
+      navigate(`/admin/${config.name}`);
     } catch (err) {
       console.error('Save failed:', err);
     }
@@ -90,7 +90,7 @@ export default function ResourceView({ config, onNavigateToResource }: ResourceV
           onEdit={handleEdit}
           onDelete={handleDelete}
           onCreate={handleCreate}
-          onNavigateToResource={(res, id) => navigate(`/${res}/${id}`)}
+          onNavigateToResource={(res, id) => navigate(`/admin/${res}/${id}`)}
         />
       ) : (
         <Paper sx={{ p: 4 }}>
@@ -98,10 +98,10 @@ export default function ResourceView({ config, onNavigateToResource }: ResourceV
             config={config}
             initialData={isCreate ? null : itemQuery.data}
             onSave={handleSave}
-            onCancel={() => navigate(`/${config.name}`)}
+            onCancel={() => navigate(`/admin/${config.name}`)}
             loading={createMutation.isPending || updateMutation.isPending}
             readOnly={isView}
-            onEditClick={() => navigate(`/${config.name}/edit/${id}`)}
+            onEditClick={() => navigate(`/admin/${config.name}/edit/${id}`)}
           />
         </Paper>
       )}

react-openapi/hooks/useResource.ts

@@ -1,16 +1,22 @@
-import { useQuery, useMutation, useQueryClient } from "@tanstack/react-query";
+import { useQuery, useMutation, useQueryClient, keepPreviousData } from "@tanstack/react-query";
 import { api } from "../api/client";
 import { ResourceConfig } from "../types/config";
+import { ConfigContext } from "../providers/ConfigContext";
+import * as React from "react";
 
-export function useResource<T = any>(config: ResourceConfig) {
+export function useResource<T = any>(config: ResourceConfig | undefined) {
   const queryClient = useQueryClient();
-  const { name, endpoint, primaryKey } = config;
+  
+  // Return empty/disabled hooks if config is missing
+  const { name = '', endpoint = '', primaryKey = 'id' } = config || {};
 
   // --- READ ALL ---
   const useList = (params?: any) => 
     useQuery({
       queryKey: [name, "list", params],
       queryFn: async () => {
+        if (!endpoint) return { data: [], total: 0 };
+        console.log('params:', params);
         // @ts-ignore
         const res = await api.get<T[]>(endpoint, { params });
         const total = res.headers ? parseInt(res.headers['x-total-count'] || res.headers['X-Total-Count']) : undefined;
@@ -18,7 +24,9 @@ export function useResource<T = any>(config: ResourceConfig) {
             data: res.data, 
             total: isNaN(total as any) ? undefined : total 
         };
-      }
+      },
+      enabled: !!endpoint,
+      placeholderData: keepPreviousData,
     });
 
   // --- READ ONE ---
@@ -26,18 +34,19 @@ export function useResource<T = any>(config: ResourceConfig) {
     useQuery({
       queryKey: [name, "detail", id],
       queryFn: async () => {
-        if (!id) return null;
+        if (!id || !endpoint) return null;
         // @ts-ignore
         const res = await api.get<T>(`${endpoint}/${id}`);
         return res.data;
       },
-      enabled: !!id,
+      enabled: !!id && !!endpoint,
     });
 
   // --- CREATE ---
   const useCreate = () =>
     useMutation({
       mutationFn: async (data: Partial<T>) => {
+        if (!endpoint) throw new Error("Endpoint not defined");
         // @ts-ignore
         const res = await api.post<T>(endpoint, data);
         return res.data;
@@ -51,6 +60,7 @@ export function useResource<T = any>(config: ResourceConfig) {
   const useUpdate = () =>
     useMutation({
       mutationFn: async ({ id, data }: { id: string; data: Partial<T> }) => {
+        if (!endpoint) throw new Error("Endpoint not defined");
         // @ts-ignore
         const res = await api.put<T>(`${endpoint}/${id}`, data);
         return res.data;
@@ -67,6 +77,7 @@ export function useResource<T = any>(config: ResourceConfig) {
   const useDelete = () =>
     useMutation({
       mutationFn: async (id: string) => {
+        if (!endpoint) throw new Error("Endpoint not defined");
         await api.delete(`${endpoint}/${id}`);
         return id;
       },
@@ -79,6 +90,7 @@ export function useResource<T = any>(config: ResourceConfig) {
   const getListQueryOptions = (params?: any) => ({
     queryKey: [name, "list", params],
     queryFn: async () => {
+      if (!endpoint) return { data: [], total: 0 };
       // @ts-ignore
       const res = await api.get<T[]>(endpoint, { params });
       const total = res.headers ? parseInt(res.headers['x-total-count'] || res.headers['X-Total-Count']) : undefined;
@@ -87,6 +99,7 @@ export function useResource<T = any>(config: ResourceConfig) {
           total: isNaN(total as any) ? undefined : total 
       };
     },
+    enabled: !!endpoint,
   });
 
   // --- READ ME ---
@@ -94,16 +107,19 @@ export function useResource<T = any>(config: ResourceConfig) {
     useQuery({
       queryKey: [name, "me"],
       queryFn: async () => {
+        if (!endpoint) return null;
         // @ts-ignore
         const res = await api.get<T>(`${endpoint}/me`);
         return res.data;
       },
+      enabled: !!endpoint,
     });
 
   // --- UPDATE ME ---
   const useUpdateMe = () =>
     useMutation({
       mutationFn: async (data: Partial<T>) => {
+        if (!endpoint) throw new Error("Endpoint not defined");
         // @ts-ignore
         const res = await api.put<T>(`${endpoint}/me`, data);
         return res.data;
@@ -125,3 +141,10 @@ export function useResource<T = any>(config: ResourceConfig) {
     getListQueryOptions,
   };
 }
+
+export function useResourceByName<T = any>(name: string) {
+  const config = React.useContext(ConfigContext);
+  const resourceConfig = config?.resources.find((r) => r.name === name);
+  return useResource<T>(resourceConfig);
+}
+

react-openapi/index.ts

@@ -2,3 +2,6 @@ export { default as Admin } from "./Admin";
 export { api, auth, initializeApiClients } from "./api/client";
 export { getAppConfig } from "./config";
 export type { AppConfig, ResourceConfig, ResourceField } from "./types/config";
+export { AppProvider } from "./providers/AppProvider";
+export { ConfigContext, useConfig } from "./providers/ConfigContext";
+export { useResource, useResourceByName } from "./hooks/useResource";

react-openapi/providers/AppProvider.tsx

@@ -0,0 +1,70 @@
+import * as React from "react";
+import { QueryClient, QueryClientProvider } from "@tanstack/react-query";
+import { ConfigContext } from "./ConfigContext";
+import { getAppConfig } from "../config";
+import { initializeApiClients } from "../api/client";
+import { AppConfig } from "../types/config";
+import { Box, CircularProgress } from "@mui/material";
+
+const defaultQueryClient = new QueryClient({
+  defaultOptions: {
+    queries: {
+      staleTime: 5 * 60 * 1000,
+      retry: 1,
+      refetchOnWindowFocus: false,
+    },
+  },
+});
+
+interface AppProviderProps {
+  children: React.ReactNode;
+  resourceOverrides?: Record<string, any>;
+  profileConfig?: any;
+  queryClient?: QueryClient;
+}
+
+export function AppProvider({
+  children,
+  resourceOverrides = {},
+  profileConfig = {},
+  queryClient = defaultQueryClient,
+}: AppProviderProps) {
+  const [config, setConfig] = React.useState<AppConfig | null>(null);
+  const [loading, setLoading] = React.useState(true);
+
+  React.useEffect(() => {
+    getAppConfig(resourceOverrides, profileConfig)
+      .then((cfg) => {
+        initializeApiClients(cfg.baseUrl, cfg.authBaseUrl);
+        setConfig(cfg);
+        setLoading(false);
+      })
+      .catch((err) => {
+        console.error("Failed to load OpenAPI configuration:", err);
+        setLoading(false);
+      });
+  }, [resourceOverrides, profileConfig]);
+
+  if (loading) {
+    return (
+      <Box
+        sx={{
+          display: "flex",
+          justifyContent: "center",
+          alignItems: "center",
+          height: "100vh",
+        }}
+      >
+        <CircularProgress />
+      </Box>
+    );
+  }
+
+  return (
+    <QueryClientProvider client={queryClient}>
+      <ConfigContext.Provider value={config}>
+        {children}
+      </ConfigContext.Provider>
+    </QueryClientProvider>
+  );
+}

react-openapi/providers/ConfigContext.tsx

@@ -0,0 +1,12 @@
+import * as React from "react";
+import { AppConfig } from "../types/config";
+
+export const ConfigContext = React.createContext<AppConfig | null>(null);
+
+export function useConfig() {
+  const context = React.useContext(ConfigContext);
+  if (context === undefined) {
+    throw new Error("useConfig must be used within a ConfigProvider");
+  }
+  return context;
+}

react-openapi/types/config.ts

@@ -30,6 +30,7 @@ export interface ResourceConfig {
   primaryKey: string;
   fields: Record<string, ResourceField>;
   pagination?: boolean;
+  hidden?: boolean;
 }
 
 export interface AppConfig {

react-openapi/types/overrides.ts

@@ -12,4 +12,5 @@ export interface FieldOverride {
 export interface ResourceOverride {
   fields?: Record<string, FieldOverride>;
   pagination?: boolean;
+  hidden?: boolean;
 }

react-openapi/utils/openapi_loader.ts

@@ -162,6 +162,7 @@ export async function loadConfigFromOpenApi(baseUrl: string, configuration: Reco
       primaryKey: "id", // Strict default, no heuristics
       fields,
       pagination: resourceOverride.pagination,
+      hidden: resourceOverride.hidden,
     });
   }
 

src/AppTheme.tsx

@@ -1,48 +0,0 @@
-import * as React from "react";
-import { ThemeProvider, createTheme } from "@mui/material/styles";
-import { getDesignTokens } from "./shared-theme/themePrimitives";
-import { inputsCustomizations } from "./shared-theme/customizations/inputs";
-import { dataDisplayCustomizations } from "./shared-theme/customizations/dataDisplay";
-import { feedbackCustomizations } from "./shared-theme/customizations/feedback";
-import { navigationCustomizations } from "./shared-theme/customizations/navigation";
-import { surfacesCustomizations } from "./shared-theme/customizations/surfaces";
-
-export const ColorModeContext = React.createContext({
-  toggleColorMode: () => {},
-  mode: "light" as "light" | "dark",
-});
-
-export default function AppTheme({ children }: { children: React.ReactNode }) {
-  const [mode, setMode] = React.useState<"light" | "dark">("light");
-
-  const colorMode = React.useMemo(
-    () => ({
-      toggleColorMode: () => {
-        setMode((prevMode) => (prevMode === "light" ? "dark" : "light"));
-      },
-      mode,
-    }),
-    [mode]
-  );
-
-  const theme = React.useMemo(
-    () =>
-      createTheme({
-        ...getDesignTokens(mode),
-        components: {
-          ...inputsCustomizations,
-          ...dataDisplayCustomizations,
-          ...feedbackCustomizations,
-          ...navigationCustomizations,
-          ...surfacesCustomizations,
-        },
-      }),
-    [mode]
-  );
-
-  return (
-    <ColorModeContext.Provider value={colorMode}>
-      <ThemeProvider theme={theme}>{children}</ThemeProvider>
-    </ColorModeContext.Provider>
-  );
-}

src/Dashboard.tsx

@@ -2,90 +2,204 @@ import * as React from "react";
 import {
   Box,
   Container,
-  Grid,
   CircularProgress,
   Alert,
-  ToggleButton,
+  TextField,
-  ToggleButtonGroup
+  Paper,
+  Autocomplete,
+  Button
 } from "@mui/material";
 
-import LatestItemsList, { LatestItem } from "./components/LatestItemsList";
+import DashboardView from "./components/Dashboard";
-import HistoryChart from "./components/HistoryChart";
 
 import {
-  fetchLatestTransactions,
+  DashboardState,
-  fetchAggregatedExpenses,
+  DashboardStateSetters,
-  fetchAggregatedIncome,
+  DashboardFlow,
-  AggregatedDashboardData
+} from "./components/Dashboard";
-} from "./utils/dashboardLoader";
+
+import { configuration } from "./dashboard-config";
+import {
+  useReport,
+  prepareReport,
+} from "./features/report";
 
 export default function Dashboard() {
-  const [latest, setLatest] = React.useState<{
+  const [state, setState] = React.useState<DashboardState>({
-    expense: LatestItem[];
+    flow: "outflows",
-    income: LatestItem[];
+    periodType: "rolling",
-  }>({
+    selectedPeriodId: null,
-    expense: [],
+    selectedGroupKey: null,
-    income: []
+    comparison: false,
   });
 
-  const [aggregated, setAggregated] = React.useState<{
+  const [appliedPayees, setAppliedPayees] = React.useState<string[]>([]);
-    expense: AggregatedDashboardData | null;
+  const [appliedTags, setAppliedTags] = React.useState<string[]>([]);
-    income: AggregatedDashboardData | null;
+
-  }>({
+  const [payeeInput, setPayeeInput] = React.useState<string[]>([]);
-    expense: null,
+  const [tagsInput, setTagsInput] = React.useState<string[]>([]);
-    income: null
+
+  const [loadedPayees, setLoadedPayees] = React.useState<string[]>([]);
+  const [loadedTags, setLoadedTags] = React.useState<string[]>([]);
+
+  const report = useReport({
+    periods: ["daily", "weekly", "monthly", "all"],
+    flow: state.flow,
+    payee: appliedPayees.length > 0 ? appliedPayees : undefined,
+    tags: appliedTags.length > 0 ? appliedTags : undefined,
   });
 
-  const [mode, setMode] =
-    React.useState<"expense" | "income">("expense");
-
-  const [loading, setLoading] = React.useState(true);
-  const [error, setError] = React.useState<string | null>(null);
-
-  // -------- LOAD ONCE --------
   React.useEffect(() => {
-    async function loadData() {
+    if (report.data?.data) {
-      try {
+      setLoadedPayees(prev => {
-        setLoading(true);
+        const pSet = new Set<string>(prev);
-
+        report.data.data.buckets.forEach((b: any) => {
-        const [
+          Object.values(b.periods).forEach((periodArray: any) => {
-          latestExpense,
+            periodArray?.forEach((p: any) => {
-          latestIncome,
+              p.metric?.transactions?.forEach((t: any) => {
-          expenseData,
+                if (t.payee?.name) pSet.add(t.payee.name);
-          incomeData
+              });
-        ] = await Promise.all([
+            });
-          fetchLatestTransactions("expense"),
+          });
-          fetchLatestTransactions("income"),
-          fetchAggregatedExpenses(),
-          fetchAggregatedIncome()
-        ]);
-
-        setLatest({
-          expense: latestExpense,
-          income: latestIncome
         });
+        return Array.from(pSet).sort();
+      });
 
-        setAggregated({
+      setLoadedTags(prev => {
-          expense: expenseData,
+        const tSet = new Set<string>(prev);
-          income: incomeData
+        report.data.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();
-      } catch (err: any) {
+      });
-        console.error(err);
-        setError(err.message || "Failed to load dashboard data");
-      } finally {
-        setLoading(false);
-      }
     }
+  }, [report.data?.data]);
 
-    loadData();
+  const toggleFlow =
-  }, []);
+    React.useCallback(() => {
+      setState((prev) => ({
+        ...prev,
 
-  const currentData = aggregated[mode];
+        flow:
-  const currentLatest = latest[mode];
+          prev.flow ===
+          "outflows"
+            ? "inflows"
+            : "outflows",
 
-  // -------- UI STATES --------
+        selectedGroupKey:
-  if (loading) {
+          null,
+
+        selectedPeriodId:
+          null,
+      }));
+    }, []);
+
+  const setFlow =
+    React.useCallback(
+      (
+        flow: DashboardFlow
+      ) => {
+        setState((prev) => ({
+          ...prev,
+
+          flow,
+
+          selectedGroupKey:
+            null,
+
+          selectedPeriodId:
+            null,
+        }));
+      },
+      []
+    );
+
+  const togglePeriodType =
+    React.useCallback(() => {
+      setState((prev) => ({
+        ...prev,
+
+        periodType:
+          prev.periodType ===
+          "rolling"
+            ? "calendar"
+            : "rolling",
+      }));
+    }, []);
+
+  const toggleComparison =
+    React.useCallback(() => {
+      setState((prev) => ({
+        ...prev,
+
+        comparison:
+          !prev.comparison,
+      }));
+    }, []);
+
+  const setSelectedPeriodId =
+    React.useCallback(
+      (
+        selectedPeriodId: DashboardState["selectedPeriodId"]
+      ) => {
+        setState((prev) => ({
+          ...prev,
+
+          selectedPeriodId,
+        }));
+      },
+      []
+    );
+
+  const setSelectedGroupKey =
+    React.useCallback(
+      (
+        selectedGroupKey: DashboardState["selectedGroupKey"]
+      ) => {
+        setState((prev) => ({
+          ...prev,
+
+          selectedGroupKey,
+        }));
+      },
+      []
+    );
+
+  const stateSetters: DashboardStateSetters =
+    React.useMemo(
+      () => ({
+        toggleFlow,
+
+        setFlow,
+
+        togglePeriodType,
+
+        toggleComparison,
+
+        setSelectedPeriodId,
+
+        setSelectedGroupKey,
+      }),
+      [
+        toggleFlow,
+        setFlow,
+        togglePeriodType,
+        toggleComparison,
+        setSelectedPeriodId,
+        setSelectedGroupKey,
+      ]
+    );
+
+  const isLoading = report.isLoading;
+  const error = report.error;
+
+  if (isLoading && !report.data) {
     return (
       <Box sx={{ display: "flex", justifyContent: "center", alignItems: "center", height: "60vh" }}>
         <CircularProgress />
@@ -96,45 +210,82 @@ export default function Dashboard() {
   if (error) {
     return (
       <Container sx={{ mt: 4 }}>
-        <Alert severity="error">{error}</Alert>
+        <Alert severity="error">{String(error)}</Alert>
       </Container>
     );
   }
 
+  if (!report.data) {
+    return null;
+  }
+
+  const data = prepareReport(report.data.data);
   return (
-    <Container sx={{ mt: 4, mb: 4 }}>
+    <Box>
-      {/* -------- TOGGLE -------- */}
+      <Container>
-      <Box sx={{ display: "flex", justifyContent: "center", mb: 3 }}>
+        <Paper 
-        <ToggleButtonGroup
+          sx={{ 
-          value={mode}
+            mt: 4, 
-          exclusive
+            p: 2, 
-          onChange={(_, val) => val && setMode(val)}
+            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"
         >
-          <ToggleButton value="expense">Expenses</ToggleButton>
+          <Box sx={{ display: 'flex', flexDirection: 'column', flex: 1, minWidth: { sm: 250 } }}>
-          <ToggleButton value="income">Income</ToggleButton>
+            <Box sx={{ typography: 'caption', mb: 1, color: 'text.secondary' }}>
-        </ToggleButtonGroup>
+              Filter by Payee
-      </Box>
+            </Box>
-
+            <Autocomplete
-      <Grid container spacing={4} direction="row">
+              multiple
-        {/* LEFT → 1/3 */}
+              freeSolo
-        <Grid size={4}>
+              options={loadedPayees}
-          <LatestItemsList
+              value={payeeInput}
-            title={`Recent ${mode === "expense" ? "Expenses" : "Income"}`}
+              onChange={(_, val) => setPayeeInput(val as string[])}
-            items={currentLatest}
+              renderInput={(params) => <TextField {...params} placeholder="Add payees..." />}
-            onViewAll={() => {}}
+              sx={{ '& .MuiOutlinedInput-root': { height: 'auto', minHeight: '2.5rem', py: 0.5 } }}
-          />
+            />
-        </Grid>
+          </Box>
-
+          <Box sx={{ display: 'flex', flexDirection: 'column', flex: 1, minWidth: { sm: 250 } }}>
-        {/* RIGHT → 2/3 */}
+            <Box sx={{ typography: 'caption', mb: 1, color: 'text.secondary' }}>
-        <Grid size={8}>
+              Filter by Tags
-          <HistoryChart
+            </Box>
-            header={`${mode === "expense" ? "Expense" : "Income"} Breakdown`}
+            <Autocomplete
-            summary="Interactive chronological tracking"
+              multiple
-            tabs={["Week", "Month", "Year"]}
+              freeSolo
-            data={currentData?.chartData || {}}
+              options={loadedTags}
-          />
+              value={tagsInput}
-        </Grid>
+              onChange={(_, val) => setTagsInput(val as string[])}
-      </Grid>
+              renderInput={(params) => <TextField {...params} placeholder="Add tags..." />}
-    </Container>
+              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>
   );
 }

src/Header.tsx

@@ -20,7 +20,7 @@ import DarkModeIcon from "@mui/icons-material/DarkMode";
 import LightModeIcon from "@mui/icons-material/LightMode";
 import { useNavigate } from "react-router-dom";
 import { useAuth } from "../react-auth";
-import { ColorModeContext } from "./AppTheme";
+import { ColorModeContext } from "./shared-theme/AppTheme";
 
 interface HeaderProps {
   routerMapping: {
@@ -83,12 +83,14 @@ export default function Header({
         <Typography
           variant="h6"
           noWrap
-          sx={{ flexGrow: 1, fontWeight: "bold", cursor: "pointer" }}
+          sx={{ fontWeight: "bold", cursor: "pointer" }}
           onClick={() => navigate("/")}
         >
           {headerTitle}
         </Typography>
 
+        <span style={{ flexGrow: 1 }} />
+
         {/* AUTH SECTION */}
         {isAuthenticated ? (
           <>
@@ -101,10 +103,10 @@ export default function Header({
             >
               <Button
                 color="inherit"
-                onClick={() => navigate("/dashboard")}
+                onClick={() => navigate("/admin")}
                 sx={{ textTransform: "none", fontWeight: 500 }}
               >
-                Dashboard
+                Admin
               </Button>
               <Button
                 color="inherit"

src/Home.tsx

@@ -1,10 +1,12 @@
 import * as React from "react";
 import { Box, Typography, Button, Container, Stack } from "@mui/material";
+import { useTheme, alpha } from "@mui/material/styles";
 import { useNavigate } from "react-router-dom";
 import ArrowForwardIcon from "@mui/icons-material/ArrowForward";
 
 export default function Home() {
   const navigate = useNavigate();
+  const theme = useTheme();
 
   return (
     <Box
@@ -46,14 +48,13 @@ export default function Home() {
           sx={{
             p: { xs: 4, md: 8 },
             backdropFilter: "blur(20px)",
-            backgroundColor: (theme) => 
+            backgroundColor: (t) => alpha(t.palette.common.white, t.palette.mode === "dark" ? 0.04 : 0.6),
-               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) =>
+            boxShadow: (t) =>
-              theme.palette.mode === "dark"
+              t.palette.mode === "dark"
-                ? "0 8px 32px 0 rgba(0, 0, 0, 0.37)"
+                ? "0 8px 32px 0 rgba(0, 0, 0, 0.5)"
                 : "0 8px 32px 0 rgba(31, 38, 135, 0.07)",
           }}
         >
@@ -84,7 +85,7 @@ export default function Home() {
               variant="contained"
               size="large"
               endIcon={<ArrowForwardIcon />}
-              onClick={() => navigate("/admin")}
+              onClick={() => navigate("/dashboard")}
               sx={{
                 px: 4,
                 py: 1.5,
@@ -94,7 +95,7 @@ export default function Home() {
                 transition: "transform 0.2s ease-in-out, box-shadow 0.2s",
                 "&:hover": {
                   transform: "translateY(-3px)",
-                  boxShadow: "0 8px 20px rgba(236,72,153,0.4)",
+                  boxShadow: (t) => `0 8px 20px ${alpha(t.palette.primary.main, 0.4)}`,
                 },
               }}
             >

src/components/Dashboard/Dashboard.models.ts

@@ -0,0 +1,61 @@
+import * as React from "react";
+import {
+  ReportData,
+  GroupKey,
+} from "../../features/report";
+
+export type DashboardFlow = "outflows" | "inflows";
+export type DashboardPeriodType = "rolling" | "calendar";
+export type DashboardSelectedPeriodId = string | null;
+
+export interface DashboardState {
+  flow: DashboardFlow;
+  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>;
+  summary?: string;
+  settings?: Record<string, any>;
+}
+
+export interface DashboardConfig {
+  sections: DashboardSection[];
+}
+
+export interface DashboardViewProps {
+  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;
+}

src/components/Dashboard/Dashboard.view.tsx

@@ -0,0 +1,105 @@
+import * as React from "react";
+import {
+  Box,
+  Container,
+  Grid,
+  ToggleButton,
+  ToggleButtonGroup,
+  Button
+} from "@mui/material";
+import { useTheme, alpha } from "@mui/material/styles";
+import { DashboardViewProps } from "./Dashboard.models";
+
+export default function DashboardView({
+  config,
+  data,
+  state,
+  stateSetters,
+  isFetching,
+}: DashboardViewProps) {
+  const theme = useTheme();
+
+  const {
+    flow,
+    selectedGroupKey,
+  } = state;
+
+  const colorScheme = flow === "outflows" ? theme.palette.flows.outflows : theme.palette.flows.inflows;
+
+  return (
+    <Container
+      sx={{
+        mt: 4,
+        mb: 4,
+        background: `linear-gradient(180deg, ${alpha(colorScheme.primary, theme.palette.mode === "dark" ? 0.06 : 0.04)} 0%, transparent 100%)`,
+        borderRadius: 4,
+        p: 2,
+        transition: "background 0.3s ease",
+      }}
+    >
+      <Box
+        sx={{
+          display: "flex",
+          flexDirection: "column",
+          alignItems: "center",
+          mb: 3,
+        }}
+      >
+        <ToggleButtonGroup
+          value={flow}
+          exclusive
+          onChange={stateSetters.toggleFlow}
+          sx={{
+            borderRadius: 3,
+            overflow: "hidden",
+            "& .MuiToggleButton-root": {
+              px: 3,
+              textTransform: "none",
+              color: "text.secondary",
+            },
+            "&.Mui-selected": {
+              bgcolor: colorScheme.primary,
+              color: "white",
+              borderColor: colorScheme.primary,
+            },
+          }}
+        >
+          <ToggleButton value="outflows">Outflows</ToggleButton>
+          <ToggleButton value="inflows">Inflows</ToggleButton>
+        </ToggleButtonGroup>
+
+        {selectedGroupKey && Object.keys(selectedGroupKey).length > 0 && (
+          <Button
+            size="small"
+            sx={{ mt: 1, textTransform: "none" }}
+            onClick={() => stateSetters.setSelectedGroupKey(null)}
+          >
+            Clear Drill-down
+          </Button>
+        )}
+      </Box>
+
+      <Grid container spacing={4}>
+        {config.sections.map((section) => {
+          const Component = section.component;
+
+          return (
+            <Grid key={section.id} size={12}>
+              <Component
+                {...section}
+
+                reportData={data}
+
+                state={state}
+                stateSetters={stateSetters}
+                isFetching={isFetching}
+
+                colorScheme={colorScheme}
+              />
+            </Grid>
+          );
+        })}
+      </Grid>
+    </Container>
+  );
+}

src/components/Dashboard/index.ts

@@ -0,0 +1,2 @@
+export { default } from "./Dashboard.view";
+export * from "./Dashboard.models";

src/components/HistoryChart.tsx

@@ -1,170 +0,0 @@
-import * as React from "react";
-import { Box, Typography, ToggleButtonGroup, ToggleButton, Paper } from "@mui/material";
-
-export interface ChartDataPoint {
-  id: string;
-  amount: number;
-  count?: number;
-  highlighted?: boolean;
-}
-
-export interface HistoryChartProps {
-  header: string;
-  summary?: string;
-  tabs: string[];
-  data: Record<string, ChartDataPoint[]>;
-}
-
-export default function HistoryChart({
-  header,
-  summary,
-  tabs,
-  data,
-}: HistoryChartProps) {
-  const [activeTab, setActiveTab] = React.useState<string>(tabs[0] || "");
-
-  const handleTabChange = (_: React.MouseEvent<HTMLElement>, newTab: string | null) => {
-    if (newTab !== null) {
-      setActiveTab(newTab);
-    }
-  };
-
-  const activeDataKey = activeTab.toLowerCase();
-  const rawData = data[activeDataKey] || data[activeTab] || [];
-  const currentData = [...rawData].reverse();
-
-  const maxAmount =
-    currentData.length > 0
-      ? Math.max(...currentData.map((d) => d.amount), 1)
-      : 1;
-
-  // ✅ Formatter (₹ + adaptive units)
-  const formatAmount = (amount: number) => {
-    const tab = activeTab.toLowerCase();
-
-    if (amount === 0) return "";
-
-    if (tab === "year") {
-      if (amount >= 100000) {
-        return `₹ ${(amount / 100000).toFixed(2)} L`;
-      }
-      return `₹ ${amount.toLocaleString("en-IN")}`;
-    }
-
-    if (tab === "month") {
-      if (amount >= 1000) {
-        return `₹ ${(amount / 1000).toFixed(1)} K`;
-      }
-      return `₹ ${amount.toLocaleString("en-IN")}`;
-    }
-
-    return `₹ ${amount.toLocaleString("en-IN")}`;
-  };
-  return (
-    <Paper sx={{ p: { xs: 2, sm: 4 }, borderRadius: 4, width: "100%", boxShadow: 'none', border: '1px solid', borderColor: 'divider' }}>
-      <Typography variant="h6" fontWeight={700} gutterBottom>
-        {header}
-      </Typography>
-      {summary && (
-        <Typography variant="body2" color="text.secondary" sx={{ mb: 3 }}>
-          {summary}
-        </Typography>
-      )}
-
-      <ToggleButtonGroup
-        value={activeTab}
-        exclusive
-        onChange={handleTabChange}
-        fullWidth
-        sx={{
-          mb: 4,
-          bgcolor: (theme) => theme.palette.mode === 'dark' ? 'rgba(255,255,255,0.05)' : 'rgba(0,0,0,0.02)',
-          borderRadius: 8,
-          p: 0.5,
-          "& .MuiToggleButton-root": {
-            border: "none",
-            borderRadius: 8,
-            textTransform: "capitalize",
-            fontWeight: 600,
-            color: "text.secondary",
-            "&.Mui-selected": {
-              bgcolor: (theme) => theme.palette.mode === 'dark' ? 'primary.dark' : 'primary.light',
-              color: (theme) => theme.palette.mode === 'dark' ? 'primary.contrastText' : 'primary.main',
-              boxShadow: '0 2px 8px rgba(0,0,0,0.05)',
-            },
-          },
-        }}
-      >
-        {tabs.map((tab) => (
-          <ToggleButton key={tab} value={tab}>
-            {tab}
-          </ToggleButton>
-        ))}
-      </ToggleButtonGroup>
-
-      {/* Chart Area */}
-      {currentData.length > 0 ? (
-        <Box sx={{ display: "flex", alignItems: "flex-end", height: 200, mt: 4, position: 'relative' }}>
-          {currentData.map((point) => {
-            const heightPerc = (point.amount / maxAmount) * 100;
-            return (
-              <Box
-                key={
-                  activeTab.toLowerCase() === "month"
-                  ? point.id.replace(" - ", "\n")
-                  : point.id
-                }
-                sx={{
-                  flex: 1,
-                  display: "flex",
-                  flexDirection: "column",
-                  alignItems: "center",
-                  justifyContent: "flex-end",
-                  height: "100%",
-                }}
-              >
-                <Typography
-                  variant="caption"
-                  color="text.secondary"
-                  sx={{
-                    mt: 1,
-                    fontWeight: 500,
-                    fontSize: '0.7rem',
-                    textAlign: 'center',
-                    whiteSpace: 'pre-line'
-                  }}
-                >
-                  {point.amount > 0 ? formatAmount(point.amount) : ""}
-                </Typography>
-
-                <Box
-                  sx={{
-                    width: "40%",
-                    minWidth: 12,
-                    maxWidth: 32,
-                    height: `${heightPerc}%`,
-                    minHeight: "4px",
-                    bgcolor: point.highlighted ? "error.main" : "grey.300",
-                    borderRadius: 4,
-                    transition: "height 0.5s cubic-bezier(0.4, 0, 0.2, 1)",
-                    ...(point.highlighted && {
-                      boxShadow: (theme) => `0 4px 12px ${theme.palette.error.main}40`,
-                    }),
-                  }}
-                />
-
-                <Typography variant="caption" color="text.secondary" sx={{ mt: 1, fontWeight: 500, fontSize: '0.7rem' }}>
-                  {point.id}
-                </Typography>
-              </Box>
-            );
-          })}
-        </Box>
-      ) : (
-        <Box sx={{ height: 200, display: "flex", alignItems: "center", justifyContent: "center" }}>
-          <Typography color="text.secondary">No Data Available</Typography>
-        </Box>
-      )}
-    </Paper>
-  );
-}

src/components/HistoryChart/HistoryChart.adapter.ts

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

src/components/HistoryChart/HistoryChart.models.ts

@@ -0,0 +1,10 @@
+export interface _ChartDataPoint {
+  id: string;
+  label: string;
+  amount: number;
+  highlighted?: boolean;
+}
+
+export interface ChartDataPoint extends _ChartDataPoint {
+  compare?: _ChartDataPoint;
+}

src/components/HistoryChart/HistoryChart.props.ts

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

src/components/HistoryChart/HistoryChart.tsx

@@ -0,0 +1,96 @@
+import * as React from "react";
+import HistoryChartView from "./HistoryChart.view";
+import { buildChartData, tabToKey } from "./HistoryChart.adapter";
+import { HistoryChartProps } from "./HistoryChart.props";
+
+
+export default function HistoryChart(props: HistoryChartProps) {
+  const {
+    settings,
+    reportData,
+    state,
+    stateSetters,
+
+    isFetching,
+  } = props;
+
+  const { flow, comparison, selectedPeriodId } = state;
+  const { setSelectedPeriodId } = stateSetters;
+  const { tabs } = settings;
+
+  const [activeTab, setActiveTab] = React.useState<string>(tabs[0] || "");
+  const [startIndex, setStartIndex] = React.useState(0);
+
+  const activeDataKey = tabToKey(activeTab);
+
+  const currentData = React.useMemo(() => {
+    return buildChartData(reportData, activeDataKey, flow, comparison);
+  }, [reportData, activeDataKey, flow, comparison]);
+
+  const maxAmount =
+    currentData.length > 0
+      ? Math.max(
+          ...currentData.flatMap((d) =>
+            comparison
+              ? [d.amount, ...(d.compare ? [d.compare.amount] : [])]
+              : [d.amount]
+          ),
+          1
+        )
+      : 1;
+
+  const visibleCountMap = {
+    daily: 7,
+    weekly: 6,
+    monthly: 4,
+    all: 4,
+  };
+
+  const visibleCount = visibleCountMap[activeDataKey] ?? 4;
+
+  const total = currentData.length;
+
+  const clampedStartIndex = Math.min(
+    startIndex,
+    Math.max(total - visibleCount, 0)
+  );
+
+  React.useEffect(() => {
+    if (startIndex !== clampedStartIndex) {
+      setStartIndex(clampedStartIndex);
+    }
+  }, [startIndex, clampedStartIndex]);
+
+  const visibleData = currentData.slice(
+    clampedStartIndex,
+    clampedStartIndex + visibleCount
+  );
+
+  React.useEffect(() => {
+    setSelectedPeriodId(null);
+  }, [activeTab]);
+
+  React.useEffect(() => {
+    if (
+      selectedPeriodId &&
+      !visibleData.some((p) => p.id === selectedPeriodId)
+    ) {
+      setSelectedPeriodId(null);
+    }
+  }, [visibleData, selectedPeriodId]);
+
+  return (
+    <HistoryChartView
+      {...props}
+      activeTab={activeTab}
+      setActiveTab={setActiveTab}
+      currentData={currentData}
+      visibleData={visibleData}
+      maxAmount={maxAmount}
+      visibleCount={visibleCount}
+      startIndex={clampedStartIndex}
+      setStartIndex={setStartIndex}
+      activeDataKey={activeDataKey}
+    />
+  );
+}

src/components/HistoryChart/HistoryChart.utils.ts

@@ -0,0 +1,27 @@
+import { ChartDataPoint } from "./HistoryChart.models";
+
+export const formatDisplay = (
+  point: ChartDataPoint,
+  tab: string,
+  comparison: boolean
+) => {
+  const base = point.amount;
+  const cmp = point.compare?.amount ?? 0;
+
+  const formatShort = (val: number) => {
+    if (tab === "monthly" && val >= 100000) {
+      return `${(val / 100000).toFixed(2)}L`;
+    }
+    if (tab === "weekly" && val >= 1000) {
+      return `${(val / 1000).toFixed(1)}K`;
+    }
+    return val.toLocaleString("en-IN");
+  };
+
+  if (!comparison) return `₹ ${formatShort(base)}`;
+
+  const diff = base - cmp;
+  const sign = diff >= 0 ? "+" : "-";
+
+  return `₹ ${formatShort(base)} (${sign}${formatShort(Math.abs(diff))})`;
+};

src/components/HistoryChart/HistoryChart.view.tsx

@@ -0,0 +1,205 @@
+import * as React from "react";
+import {
+  Box,
+  Typography,
+  ToggleButtonGroup,
+  ToggleButton,
+  Paper
+} from "@mui/material";
+import { useTheme, alpha } from "@mui/material/styles";
+import IconButton from "@mui/material/IconButton";
+import ChevronLeftIcon from "@mui/icons-material/ChevronLeft";
+import ChevronRightIcon from "@mui/icons-material/ChevronRight";
+import {
+  HistoryChartViewProps,
+} from "./HistoryChart.props";
+import { formatDisplay } from "./HistoryChart.utils";
+
+export default function HistoryChartView({
+  title,
+  summary,
+  settings,
+
+  state,
+  stateSetters,
+  isFetching,
+
+  colorScheme,
+
+  activeTab,
+  setActiveTab,
+  currentData,
+  visibleData,
+  maxAmount,
+  visibleCount,
+  startIndex,
+  setStartIndex,
+  activeDataKey,
+}: HistoryChartViewProps) {
+
+  const { flow, periodType, selectedPeriodId, comparison } = state;
+  const { togglePeriodType, setSelectedPeriodId, toggleComparison } = stateSetters;
+
+  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 handlePrev = () => {
+    if (!canGoLeft) return;
+    setStartIndex((prev) => Math.max(prev - visibleCount, 0));
+  };
+
+  const handleNext = () => {
+    if (!canGoRight) return;
+    setStartIndex((prev) => {
+      const next = prev + visibleCount;
+      return Math.min(next, maxStartIndex);
+    });
+  };
+
+  return (
+    <Paper
+      sx={{
+        p: { xs: 2.5, sm: 4 },
+        borderRadius: 4,
+        width: "100%",
+        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",
+      }}
+    >
+      <Typography variant="h6" fontWeight={700} gutterBottom>
+        {title}
+      </Typography>
+
+      {summary && (
+        <Typography variant="body2" color="text.secondary" sx={{ mb: 3 }}>
+          {summary}
+        </Typography>
+      )}
+
+      <ToggleButtonGroup value={activeTab} exclusive onChange={handleTabChange} fullWidth sx={{ mb: 4 }}>
+        {settings.tabs.map((tab) => (
+          <ToggleButton key={tab} value={tab}>
+            {tab}
+          </ToggleButton>
+        ))}
+      </ToggleButtonGroup>
+
+      <Box sx={{ display: "flex", justifyContent: "space-between", mb: 3 }}>
+        <ToggleButtonGroup value={periodType} exclusive onChange={togglePeriodType} size="small">
+          <ToggleButton value="rolling">Rolling</ToggleButton>
+          <ToggleButton value="calendar">Calendar</ToggleButton>
+        </ToggleButtonGroup>
+
+        <ToggleButton
+          value="compare"
+          selected={comparison}
+          onChange={toggleComparison}
+          size="small"
+        >
+          Compare
+        </ToggleButton>
+      </Box>
+
+      {currentData.length > 0 ? (
+        <Box sx={{ position: "relative", mt: 4 }}>
+          {canGoLeft && (
+            <IconButton onClick={handlePrev} size="small" sx={{ position: "absolute", left: 0, top: "50%" }}>
+              <ChevronLeftIcon fontSize="small" />
+            </IconButton>
+          )}
+
+          <Box sx={{ display: "flex", alignItems: "flex-end", height: 220, mt: 4 }}>
+            {visibleData.map((point) => {
+              const currentHeight = (point.amount / maxAmount) * 100;
+              const compareHeight = comparison
+                ? ((point.compare?.amount ?? 0) / maxAmount) * 100
+                : 0;
+
+              const isSelected = selectedPeriodId === point.id;
+              const display = formatDisplay(point, activeDataKey, comparison);
+
+              return (
+                <Box
+                  key={point.id}
+                  onClick={() =>
+                    setSelectedPeriodId(isSelected ? null : point.id)
+                  }
+                  sx={{
+                    flex: 1,
+                    display: "flex",
+                    flexDirection: "column",
+                    alignItems: "center",
+                    cursor: "pointer",
+                    height: "100%"
+                  }}
+                >
+                  <Box sx={{ display: "flex", alignItems: "flex-end", gap: 1, height: "100%" }}>
+                    {comparison && (
+                      <Box
+                        sx={{
+                          width: 8,
+                          height: `${compareHeight}%`,
+                          bgcolor: alpha(colorScheme.primary, 0.4),
+                          borderRadius: "4px 4px 0 0"
+                        }}
+                      />
+                    )}
+
+                    <Box
+                      sx={{
+                        width: 12,
+                        height: `${currentHeight}%`,
+                        bgcolor: isSelected ? "warning.main" : colorScheme.primary,
+                        borderRadius: "4px 4px 0 0"
+                      }}
+                    />
+                  </Box>
+
+                  <Typography variant="caption">
+                    {point.label}
+                  </Typography>
+
+                  {comparison && point.compare && (
+                    <Typography variant="caption" color="text.secondary">
+                      {point.compare.label}
+                    </Typography>
+                  )}
+
+                  <Typography variant="caption">
+                    {display}
+                  </Typography>
+                </Box>
+              );
+            })}
+          </Box>
+
+          {canGoRight && (
+            <IconButton onClick={handleNext} size="small" sx={{ position: "absolute", right: 0, top: "50%" }}>
+              <ChevronRightIcon fontSize="small" />
+            </IconButton>
+          )}
+        </Box>
+      ) : (
+        <Box sx={{ height: 200, display: "flex", alignItems: "center", justifyContent: "center" }}>
+          <Typography color="text.secondary">No Data Available</Typography>
+        </Box>
+      )}
+    </Paper>
+  );
+}

src/components/HistoryChart/index.ts

@@ -0,0 +1,2 @@
+export { default } from "./HistoryChart";
+export * from "./HistoryChart.models";

src/components/LatestItems/LatestItems.adapter.ts

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

src/components/LatestItems/LatestItems.models.ts

@@ -0,0 +1,7 @@
+export interface LatestItem {
+  id: string | number;
+  title: string;
+  subtitle: string;
+  amount: string;
+  timeAgo: string;
+}

src/components/LatestItems/LatestItems.props.ts

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

src/components/LatestItems/LatestItems.tsx

@@ -0,0 +1,40 @@
+import * as React from "react";
+import { buildLatestItems } from "./LatestItems.adapter";
+import LatestItemsView from "./LatestItems.view";
+import { LatestItemsProps } from "./LatestItems.props";
+
+export default function LatestItems(props: LatestItemsProps) {
+  const {
+    reportData,
+    state,
+    stateSetters,
+    isFetching,
+  } = props;
+
+  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;
+
+  return (
+    <LatestItemsView
+      {...props}
+      items={visibleItems}
+      canExpand={canExpand}
+      onExpand={() => setVisibleCount((prev) => prev + 5)}
+    />
+  );
+}

src/components/LatestItems/LatestItems.view.tsx

@@ -7,51 +7,30 @@ import {
   Avatar,
   Typography,
   Box,
-  Button,
+  IconButton,
 } from "@mui/material";
+import { alpha } from "@mui/material/styles";
+import ExpandMoreIcon from "@mui/icons-material/ExpandMore";
+import { LatestItemsViewProps } from "./LatestItems.props";
 
-export interface LatestItem {
+export default function LatestItemsView({
-  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;
-}
-
-export default function LatestItemsList({
-  title = "Recent Transactions",
   items,
-  onViewAll,
+  title,
-}: LatestItemsListProps) {
+  canExpand,
+  onExpand,
+  isFetching,
+  colorScheme,
+}: LatestItemsViewProps) {
+  const accentColor = colorScheme?.primary || "";
+
   return (
-    <Box sx={{ width: "100%", bgcolor: "background.paper", borderRadius: 4, p: 2 }}>
+    <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" }}>
-      {/* Header */}
+      <Box sx={{ mb: 2, px: 2 }}>
-      <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
@@ -62,28 +41,24 @@ export default function LatestItemsList({
               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: item.iconBgColor || "grey.200",
+                  bgcolor: alpha(accentColor, 0.13),
-                  color: "inherit",
                   width: 48,
                   height: 48,
                   borderRadius: 3,
                   mr: 2,
                 }}
-              >
+              />
-                {item.icon}
-              </Avatar>
             </ListItemAvatar>
 
             <ListItemText
               primary={
-                <Typography variant="subtitle1" fontWeight={600} color="text.primary">
+                <Typography variant="subtitle1" fontWeight={600}>
                   {item.title}
                 </Typography>
               }
@@ -95,15 +70,23 @@ export default function LatestItemsList({
             />
 
             <Box sx={{ textAlign: "right" }}>
-              <Typography variant="subtitle1" fontWeight={700} color="text.primary">
+              <Typography variant="subtitle1" fontWeight={700}>
                 {item.amount}
               </Typography>
-              <Typography variant="caption" color="text.secondary" sx={{ display: 'block', mt: 0.5 }}>
+              <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>
   );

src/components/LatestItems/index.ts

@@ -0,0 +1,2 @@
+export { default } from "./LatestItems";
+export * from "./LatestItems.models";

src/components/ProgressCard.tsx

@@ -1,80 +0,0 @@
-import * as React from "react";
-import { Box, Typography, Paper, LinearProgress, linearProgressClasses } from "@mui/material";
-
-export interface ProgressCardProps {
-  header: string;
-  summary?: string;
-  progressAmount: number;
-  totalAmount: number;
-  colorTheme?: "primary" | "secondary" | "error" | "info" | "success" | "warning";
-}
-
-export default function ProgressCard({
-  header,
-  summary,
-  progressAmount,
-  totalAmount,
-  colorTheme = "info",
-}: ProgressCardProps) {
-  const percentage = Math.min(100, Math.max(0, (progressAmount / totalAmount) * 100)) || 0;
-  
-  const displaySummary = summary ?? `Rs ${progressAmount} / Rs ${totalAmount}`;
-  
-  const parts = displaySummary.split('/');
-  const prefixAmount = parts[0]?.trim() || '';
-  const suffixString = parts.length > 1 ? `/ ${parts.slice(1).join('/').trim()}` : '';
-
-  return (
-    <Paper
-      elevation={4}
-      sx={{
-        width: "100%",
-        p: { xs: 3, md: 4 },
-        borderRadius: 4,
-        background: (theme) =>
-          colorTheme === "info"
-            ? "linear-gradient(135deg, #0284c7 0%, #06b6d4 100%)"
-            : `linear-gradient(135deg, ${theme.palette[colorTheme].main} 0%, ${theme.palette[colorTheme].light} 100%)`,
-        color: "#fff",
-        display: "flex",
-        flexDirection: "column",
-        alignItems: "center",
-        justifyContent: "center",
-        position: 'relative',
-        overflow: 'hidden',
-        boxShadow: (theme) => `0 12px 24px -10px ${theme.palette.mode === 'dark' ? '#000' : theme.palette[colorTheme].main}`,
-      }}
-    >
-      <Typography variant="subtitle1" fontWeight={600} sx={{ opacity: 0.9, mb: 1 }}>
-        {header}
-      </Typography>
-
-      <Typography variant="h3" fontWeight={800} sx={{ mb: 3 }}>
-        {prefixAmount}{" "}
-        {suffixString && (
-          <Typography component="span" variant="subtitle1" sx={{ opacity: 0.7, fontWeight: 500 }}>
-            {suffixString}
-          </Typography>
-        )}
-      </Typography>
-
-      <Box sx={{ width: "85%" }}>
-        <LinearProgress
-          variant="determinate"
-          value={percentage}
-          sx={{
-            height: 10,
-            borderRadius: 5,
-            [`&.${linearProgressClasses.colorPrimary}`]: {
-              backgroundColor: "rgba(0, 0, 0, 0.2)",
-            },
-            [`& .${linearProgressClasses.bar}`]: {
-              borderRadius: 5,
-              backgroundColor: "#fff", 
-            },
-          }}
-        />
-      </Box>
-    </Paper>
-  );
-}

src/components/ProgressCard/ProgressCard.props.ts

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

src/components/ProgressCard/ProgressCard.view.tsx

@@ -0,0 +1,129 @@
+import * as React from "react";
+import {
+  Box,
+  Typography,
+  Paper,
+  LinearProgress,
+  Divider,
+  linearProgressClasses
+} from "@mui/material";
+import { useTheme, alpha } from "@mui/material/styles";
+import { getPercentage, formatCurrency } from "../report.helpers";
+import { ProgressCardViewProps } from "./ProgressCard.props";
+
+export default function ProgressCardView({
+  title,
+  settings,
+
+  isFetching,
+
+  colorScheme,
+
+  progressAmount,
+  totalAmount,
+  selected,
+  onClick,
+}: ProgressCardViewProps) {
+  const theme = useTheme();
+
+  const percentage = getPercentage(progressAmount, totalAmount);
+  const formattedProgress = formatCurrency(progressAmount);
+  const formattedTotal = formatCurrency(totalAmount);
+
+  return (
+    <Paper
+      elevation={settings.compact ? 2 : 4}
+      onClick={onClick}
+      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,
+        display: "flex",
+        flexDirection: "column",
+        alignItems: settings.compact ? "flex-start" : "center",
+        justifyContent: "center",
+        position: "relative",
+        overflow: "hidden",
+        border: selected
+          ? `2px solid ${colorScheme.primary}`
+          : "1px solid",
+        borderColor: selected ? colorScheme.primary : "divider",
+        boxShadow: "none",
+        opacity: isFetching ? 0.6 : 1,
+        pointerEvents: isFetching ? "none" : "auto",
+      }}
+    >
+      <Typography
+        variant={settings.compact ? "body2" : "subtitle1"}
+        fontWeight={700}
+        sx={{
+          opacity: 0.95,
+          mb: settings.compact ? 1.5 : 2,
+          width: "100%",
+          overflow: "hidden",
+          textOverflow: "ellipsis",
+          whiteSpace: "nowrap",
+          letterSpacing: 0.5,
+        }}
+      >
+        {title}
+      </Typography>
+
+      <Box sx={{ mb: settings.compact ? 2 : 3, width: "100%" }}>
+        <Typography
+          variant={settings.compact ? "h5" : "h3"}
+          fontWeight={900}
+          sx={{
+            mb: 0.5,
+            lineHeight: 1.2,
+          }}
+        >
+          {formattedProgress}
+        </Typography>
+
+        <Divider
+          sx={{
+            my: 1,
+            borderColor: "divider",
+            width: "100%",
+          }}
+        />
+
+        <Typography
+          variant={settings.compact ? "caption" : "body2"}
+          sx={{
+            opacity: 0.85,
+            fontWeight: 500,
+            display: "block",
+            color: alpha(colorScheme.text, 0.85),
+          }}
+        >
+          of {formattedTotal}
+        </Typography>
+      </Box>
+
+      <Box sx={{ width: "100%", mt: "auto" }}>
+        <LinearProgress
+          variant="determinate"
+          value={percentage}
+          sx={{
+            height: settings.compact ? 6 : 10,
+            borderRadius: 5,
+            [`&.${linearProgressClasses.colorPrimary}`]: {
+              backgroundColor: alpha(theme.palette.divider, 0.5),
+            },
+            [`& .${linearProgressClasses.bar}`]: {
+              borderRadius: 5,
+              backgroundColor: colorScheme.primary,
+              boxShadow: `0 0 8px ${alpha(colorScheme.primary, 0.4)}`,
+            },
+          }}
+        />
+      </Box>
+    </Paper>
+  );
+}

src/components/ProgressCard/TopPayees.adapter.ts

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

src/components/ProgressCard/TopPayees.tsx

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

src/components/ProgressCard/TopTags.adapter.ts

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

src/components/ProgressCard/TopTags.tsx

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

src/components/ProgressCard/index.ts

@@ -0,0 +1,2 @@
+export { default } from "./ProgressCard.view";
+export * from "./ProgressCard.props";

src/components/report.helpers.ts

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

src/dashboard-config.ts

@@ -0,0 +1,40 @@
+import HistoryChart from "./components/HistoryChart";
+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: [
+    {
+      id: "breakdown",
+      title: "Breakdown",
+      summary: "Interactive chronological tracking",
+      component: HistoryChart,
+      settings: {
+        tabs: ["Weekly", "Monthly"],
+      },
+    },
+    {
+      id: "top-categories",
+      title: 'Top Categories',
+      component: TopTags,
+      settings: {
+        compact: true,
+      },
+    },
+    {
+      id: "top-payees",
+      title: 'Top Payees',
+      component: TopPayees,
+      settings: {
+        compact: true,
+      },
+    },
+    {
+      id: "items",
+      title: 'Recent Transactions',
+      component: LatestItems,
+    },
+  ],
+};

src/features/report/index.ts

@@ -0,0 +1,15 @@
+export {
+  useReport
+} from './useReport'
+export type {
+  Transaction,
+  ReportData,
+  ReportBucket,
+  ReportPeriod,
+  ReportQuery,
+  GroupKey,
+  PeriodType,
+} from './report.models'
+export {
+  prepareReport
+} from './report.utils'

src/features/report/report.models.ts

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

src/features/report/report.utils.ts

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

src/features/report/useReport.ts

@@ -0,0 +1,18 @@
+import { useResourceByName } from "../../../react-openapi";
+
+export interface ReportParams {
+  snapshot_id?: string;
+  periods?: ("daily" | "weekly" | "monthly" | "all")[];
+  flow?: "inflows" | "outflows";
+  payee?: string[];
+  tags?: string[];
+}
+
+export function useReport(params: ReportParams) {
+  const { useList } = useResourceByName("reports");
+
+  return useList({
+    ...params,
+    periods: params.periods,
+  });
+}

src/main.jsx

@@ -12,26 +12,22 @@ import {
 } from "@mui/material";
 import Home from './Home';
 import Dashboard from './Dashboard';
-import { Admin, initializeApiClients } from '../react-openapi';
+import { Admin, AppProvider } from '../react-openapi';
 import { configuration, profileConfiguration } from './openapi-config';
 import { Buffer } from 'buffer';
 import process from 'process';
 import { AuthProvider } from "../react-auth";
 import Header from './Header';
 import Footer from './Footer';
-import AppTheme from './AppTheme';
+import AppTheme from './shared-theme/AppTheme';
 
-// Polyfill Node.js globals for browser environment (needed by SwaggerParser)
 window.Buffer = Buffer;
 window.process = process;
 
 const rootElement = document.getElementById('root');
 const root = createRoot(rootElement);
-const API_BASE = import.meta.env.VITE_API_BASE_URL;
-const AUTH_BASE = import.meta.env.VITE_AUTH_BASE_URL;
 
-// Initialize global API clients so all components across khata-ui have generic API access
+const AUTH_BASE = import.meta.env.VITE_AUTH_BASE_URL;
-initializeApiClients(API_BASE, AUTH_BASE);
 
 const routerMapping = [
   { path: "/", component: Home, headerTitle: "Home" },
@@ -41,35 +37,36 @@ const routerMapping = [
 ];
 
 root.render(
-  <BrowserRouter>
+  <AppProvider resourceOverrides={configuration} profileConfig={profileConfiguration}>
-    <AuthProvider authBaseUrl={AUTH_BASE}>
+    <BrowserRouter>
-      <AppTheme>
+      <AuthProvider authBaseUrl={AUTH_BASE}>
-        <CssBaseline enableColorScheme />
+        <AppTheme>
-        <Header routerMapping={routerMapping} />
+          <CssBaseline enableColorScheme />
+          <Header routerMapping={routerMapping} />
 
-        <Box sx={{ pb: 8 }}>
+          <Box sx={{ pb: 8 }}>
-          <Toolbar />
+            <Toolbar />
 
-          <Routes>
+            <Routes>
-            {routerMapping.map(({ path, component: Component }) => (
+              {routerMapping.map(({ path, component: Component }) => (
-              <Route
+                <Route
-                key={path}
+                  key={path}
-                path={path}
+                  path={path}
-                element={
+                  element={
-                  path.startsWith("/admin") ? (
+                    path.startsWith("/admin") ? (
-                    <Component basePath="/admin" resourceOverrides={configuration} profileConfig={profileConfiguration} />
+                      <Component basePath="/admin" />
-                  ) : (
+                    ) : (
-                    <Component />
+                      <Component />
-                  )
+                    )
-                }
+                  }
-              />
+                />
-            ))}
+              ))}
-          </Routes>
+            </Routes>
+          </Box>
 
-        </Box>
+          <Footer />
-
+        </AppTheme>
-        <Footer />
+      </AuthProvider>
-      </AppTheme>
+    </BrowserRouter>
-    </AuthProvider>
+  </AppProvider>
-  </BrowserRouter>
 );

src/openapi-config.ts

@@ -40,6 +40,9 @@ export const configuration: Record<string, ResourceOverride> = {
     },
     pagination: true,
   },
+  reports: {
+    hidden: true
+  }
 };
 
 export const profileConfiguration = {

src/shared-theme/AppTheme.tsx

@@ -1,53 +1,103 @@
-import * as React from 'react';
+import * as React from "react";
-import { ThemeProvider, createTheme } from '@mui/material/styles';
+import {
-import type { ThemeOptions } from '@mui/material/styles';
+  ThemeProvider,
-import { inputsCustomizations } from './customizations/inputs';
+  createTheme,
-import { dataDisplayCustomizations } from './customizations/dataDisplay';
+  CssBaseline,
-import { feedbackCustomizations } from './customizations/feedback';
+  Box,
-import { navigationCustomizations } from './customizations/navigation';
+} from "@mui/material";
-import { surfacesCustomizations } from './customizations/surfaces';
-import { colorSchemes, typography, shadows, shape } from './themePrimitives';
 
-interface AppThemeProps {
+import { getDesignTokens } from "./themePrimitives";
+import { getSemanticColors } from "./themeConfig";
+
+import { inputsCustomizations } from "./customizations/inputs";
+import { dataDisplayCustomizations } from "./customizations/dataDisplay";
+import { feedbackCustomizations } from "./customizations/feedback";
+import { navigationCustomizations } from "./customizations/navigation";
+import { surfacesCustomizations } from "./customizations/surfaces";
+
+export type ColorMode = "light" | "dark";
+
+type ColorModeContextValue = {
+  mode: ColorMode;
+  setMode: (mode: ColorMode) => void;
+  toggleColorMode: () => void;
+};
+
+export const ColorModeContext =
+  React.createContext<ColorModeContextValue>({
+    mode: "light",
+    setMode: () => {},
+    toggleColorMode: () => {},
+  });
+
+type AppThemeProps = {
   children: React.ReactNode;
-  /**
+  defaultMode?: ColorMode;
-   * This is for the docs site. You can ignore it or remove it.
+};
-   */
+
-  disableCustomTheme?: boolean;
+export default function AppTheme({
-  themeComponents?: ThemeOptions['components'];
+  children,
-}
+  defaultMode = "light",
+}: AppThemeProps) {
+  const [mode, setMode] =
+    React.useState<ColorMode>(defaultMode);
+
+  const toggleColorMode = React.useCallback(() => {
+    setMode((prev) =>
+      prev === "light" ? "dark" : "light"
+    );
+  }, []);
+
+  const contextValue = React.useMemo(
+    () => ({
+      mode,
+      setMode,
+      toggleColorMode,
+    }),
+    [mode, toggleColorMode]
+  );
+
+  const semantic = React.useMemo(
+    () => getSemanticColors(mode),
+    [mode]
+  );
+
+  const theme = React.useMemo(
+    () =>
+      createTheme({
+        ...getDesignTokens(mode),
+        semantic,
+
+        components: {
+          ...inputsCustomizations,
+          ...dataDisplayCustomizations,
+          ...feedbackCustomizations,
+          ...navigationCustomizations,
+          ...surfacesCustomizations,
+        },
+      }),
+    [mode, semantic]
+  );
 
-export default function AppTheme(props: AppThemeProps) {
-  const { children, disableCustomTheme, themeComponents } = props;
-  const theme = React.useMemo(() => {
-    return disableCustomTheme
-      ? {}
-      : createTheme({
-          // For more details about CSS variables configuration, see https://mui.com/material-ui/customization/css-theme-variables/configuration/
-          cssVariables: {
-            colorSchemeSelector: 'data-mui-color-scheme',
-            cssVarPrefix: 'template',
-          },
-          colorSchemes, // Recently added in v6 for building light & dark mode app, see https://mui.com/material-ui/customization/palette/#color-schemes
-          typography,
-          shadows,
-          shape,
-          components: {
-            ...inputsCustomizations,
-            ...dataDisplayCustomizations,
-            ...feedbackCustomizations,
-            ...navigationCustomizations,
-            ...surfacesCustomizations,
-            ...themeComponents,
-          },
-        });
-  }, [disableCustomTheme, themeComponents]);
-  if (disableCustomTheme) {
-    return <React.Fragment>{children}</React.Fragment>;
-  }
   return (
-    <ThemeProvider theme={theme} disableTransitionOnChange>
+    <ColorModeContext.Provider value={contextValue}>
-      {children}
+      <ThemeProvider theme={theme}>
-    </ThemeProvider>
+        <CssBaseline />
+        <Box
+          sx={{
+            "--bg-page": semantic.surface.page,
+            "--bg-card": semantic.surface.card,
+            "--bg-elevated": semantic.surface.elevated,
+            "--border-default": semantic.border.default,
+            "--border-subtle": semantic.border.subtle,
+            "--text-primary": semantic.text.primary,
+            "--text-secondary": semantic.text.secondary,
+            "--text-muted": semantic.text.muted,
+          }}
+        >
+          {children}
+        </Box>
+      </ThemeProvider>
+    </ColorModeContext.Provider>
   );
 }

src/shared-theme/ColorModeIconDropdown.tsx

@@ -1,89 +0,0 @@
-import * as React from 'react';
-import DarkModeIcon from '@mui/icons-material/DarkModeRounded';
-import LightModeIcon from '@mui/icons-material/LightModeRounded';
-import Box from '@mui/material/Box';
-import IconButton, { IconButtonOwnProps } from '@mui/material/IconButton';
-import Menu from '@mui/material/Menu';
-import MenuItem from '@mui/material/MenuItem';
-import { useColorScheme } from '@mui/material/styles';
-
-export default function ColorModeIconDropdown(props: IconButtonOwnProps) {
-  const { mode, systemMode, setMode } = useColorScheme();
-  const [anchorEl, setAnchorEl] = React.useState<null | HTMLElement>(null);
-  const open = Boolean(anchorEl);
-  const handleClick = (event: React.MouseEvent<HTMLElement>) => {
-    setAnchorEl(event.currentTarget);
-  };
-  const handleClose = () => {
-    setAnchorEl(null);
-  };
-  const handleMode = (targetMode: 'system' | 'light' | 'dark') => () => {
-    setMode(targetMode);
-    handleClose();
-  };
-  if (!mode) {
-    return (
-      <Box
-        data-screenshot="toggle-mode"
-        sx={(theme) => ({
-          verticalAlign: 'bottom',
-          display: 'inline-flex',
-          width: '2.25rem',
-          height: '2.25rem',
-          borderRadius: (theme.vars || theme).shape.borderRadius,
-          border: '1px solid',
-          borderColor: (theme.vars || theme).palette.divider,
-        })}
-      />
-    );
-  }
-  const resolvedMode = (systemMode || mode) as 'light' | 'dark';
-  const icon = {
-    light: <LightModeIcon />,
-    dark: <DarkModeIcon />,
-  }[resolvedMode];
-  return (
-    <React.Fragment>
-      <IconButton
-        data-screenshot="toggle-mode"
-        onClick={handleClick}
-        disableRipple
-        size="small"
-        aria-controls={open ? 'color-scheme-menu' : undefined}
-        aria-haspopup="true"
-        aria-expanded={open ? 'true' : undefined}
-        {...props}
-      >
-        {icon}
-      </IconButton>
-      <Menu
-        anchorEl={anchorEl}
-        id="account-menu"
-        open={open}
-        onClose={handleClose}
-        onClick={handleClose}
-        slotProps={{
-          paper: {
-            variant: 'outlined',
-            elevation: 0,
-            sx: {
-              my: '4px',
-            },
-          },
-        }}
-        transformOrigin={{ horizontal: 'right', vertical: 'top' }}
-        anchorOrigin={{ horizontal: 'right', vertical: 'bottom' }}
-      >
-        <MenuItem selected={mode === 'system'} onClick={handleMode('system')}>
-          System
-        </MenuItem>
-        <MenuItem selected={mode === 'light'} onClick={handleMode('light')}>
-          Light
-        </MenuItem>
-        <MenuItem selected={mode === 'dark'} onClick={handleMode('dark')}>
-          Dark
-        </MenuItem>
-      </Menu>
-    </React.Fragment>
-  );
-}

src/shared-theme/ColorModeSelect.tsx

@@ -1,28 +0,0 @@
-import * as React from 'react';
-import { useColorScheme } from '@mui/material/styles';
-import MenuItem from '@mui/material/MenuItem';
-import Select, { SelectProps } from '@mui/material/Select';
-
-export default function ColorModeSelect(props: SelectProps) {
-  const { mode, setMode } = useColorScheme();
-  if (!mode) {
-    return null;
-  }
-  return (
-    <Select
-      value={mode}
-      onChange={(event) =>
-        setMode(event.target.value as 'system' | 'light' | 'dark')
-      }
-      SelectDisplayProps={{
-        // @ts-ignore
-        'data-screenshot': 'toggle-mode',
-      }}
-      {...props}
-    >
-      <MenuItem value="system">System</MenuItem>
-      <MenuItem value="light">Light</MenuItem>
-      <MenuItem value="dark">Dark</MenuItem>
-    </Select>
-  );
-}

src/shared-theme/customizations/feedback.tsx

@@ -14,8 +14,8 @@ export const feedbackCustomizations: Components<Theme> = {
           color: orange[500],
         },
         ...theme.applyStyles('dark', {
-          backgroundColor: `${alpha(orange[900], 0.5)}`,
+          backgroundColor: alpha(orange[900], 0.35),
-          border: `1px solid ${alpha(orange[800], 0.5)}`,
+          border: `1px solid ${alpha(orange[800], 0.3)}`,
         }),
       }),
     },

src/shared-theme/customizations/inputs.tsx

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

src/shared-theme/customizations/navigation.tsx

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

src/shared-theme/customizations/surfaces.ts

@@ -40,7 +40,7 @@ export const surfacesCustomizations: Components<Theme> = {
         '&:hover': { backgroundColor: gray[50] },
         '&:focus-visible': { backgroundColor: 'transparent' },
         ...theme.applyStyles('dark', {
-          '&:hover': { backgroundColor: gray[800] },
+          '&:hover': { backgroundColor: alpha(theme.palette.common.white, 0.06) },
         }),
       }),
     },
@@ -67,7 +67,7 @@ export const surfacesCustomizations: Components<Theme> = {
           border: `1px solid ${(theme.vars || theme).palette.divider}`,
           boxShadow: 'none',
           ...theme.applyStyles('dark', {
-            backgroundColor: gray[800],
+            backgroundColor: (theme.vars || theme).palette.background.paper,
           }),
           variants: [
             {
@@ -79,7 +79,7 @@ export const surfacesCustomizations: Components<Theme> = {
                 boxShadow: 'none',
                 background: 'hsl(0, 0%, 100%)',
                 ...theme.applyStyles('dark', {
-                  background: alpha(gray[900], 0.4),
+                  background: alpha((theme.vars || theme).palette.background.paper, 0.6),
                 }),
               },
             },

src/shared-theme/themeConfig.ts

@@ -0,0 +1,72 @@
+import { gray } from "./themePrimitives";
+import { alpha } from "@mui/material/styles";
+
+declare module "@mui/material/styles" {
+  interface Theme {
+    semantic: SemanticColors;
+  }
+  interface ThemeOptions {
+    semantic?: SemanticColors;
+  }
+}
+
+export type SemanticColorMode = "light" | "dark";
+
+export interface SemanticColors {
+  surface: {
+    page: string;
+    card: string;
+    elevated: string;
+  };
+  border: {
+    default: string;
+    subtle: string;
+  };
+  text: {
+    primary: string;
+    secondary: string;
+    muted: string;
+  };
+}
+
+const darkBg = 'hsl(0, 0%, 9%)';
+const darkPaper = 'hsl(0, 0%, 14%)';
+const darkElevated = 'hsl(0, 0%, 19%)';
+
+export function getSemanticColors(mode: SemanticColorMode): SemanticColors {
+  if (mode === "dark") {
+    return {
+      surface: {
+        page: darkBg,
+        card: darkPaper,
+        elevated: darkElevated,
+      },
+      border: {
+        default: 'hsla(0, 0%, 100%, 0.08)',
+        subtle: 'hsla(0, 0%, 100%, 0.04)',
+      },
+      text: {
+        primary: 'hsl(0, 0%, 92%)',
+        secondary: 'hsl(0, 0%, 60%)',
+        muted: 'hsl(0, 0%, 45%)',
+      },
+    };
+  }
+
+  return {
+    surface: {
+      page: "hsl(0, 0%, 99%)",
+      card: "hsl(220, 35%, 97%)",
+      elevated: gray[100],
+    },
+    border: {
+      default: alpha(gray[300], 0.4),
+      subtle: alpha(gray[200], 0.3),
+    },
+    text: {
+      primary: gray[800],
+      secondary: gray[600],
+      muted: gray[500],
+    },
+  };
+}

src/shared-theme/themePrimitives.ts

@@ -23,6 +23,10 @@ declare module '@mui/material/styles' {
 
   interface Palette {
     baseShadow: string;
+    flows: {
+      outflows: { primary: string; surface: string; text: string };
+      inflows: { primary: string; surface: string; text: string };
+    };
   }
 }
 
@@ -52,7 +56,9 @@ export const gray = {
   500: 'hsl(220, 20%, 42%)',
   600: 'hsl(220, 20%, 35%)',
   700: 'hsl(220, 20%, 25%)',
+  750: 'hsl(220, 20%, 18%)',
   800: 'hsl(220, 30%, 6%)',
+  850: 'hsl(220, 22%, 11%)',
   900: 'hsl(220, 35%, 3%)',
 };
 
@@ -95,10 +101,14 @@ export const red = {
   900: 'hsl(0, 93%, 6%)',
 };
 
+const darkBg = 'hsl(0, 0%, 9%)';
+const darkPaper = 'hsl(0, 0%, 14%)';
+const darkElevated = 'hsl(0, 0%, 19%)';
+
 export const getDesignTokens = (mode: PaletteMode) => {
   customShadows[1] =
     mode === 'dark'
-      ? 'hsla(220, 30%, 5%, 0.7) 0px 4px 16px 0px, hsla(220, 25%, 10%, 0.8) 0px 8px 16px -5px'
+      ? '0 4px 16px rgba(0, 0, 0, 0.4), 0 8px 24px rgba(0, 0, 0, 0.3)'
       : 'hsla(220, 30%, 5%, 0.07) 0px 4px 16px 0px, hsla(220, 25%, 10%, 0.07) 0px 8px 16px -5px';
 
   return {
@@ -111,9 +121,9 @@ export const getDesignTokens = (mode: PaletteMode) => {
         contrastText: brand[50],
         ...(mode === 'dark' && {
           contrastText: brand[50],
-          light: brand[300],
+          light: 'hsl(210, 50%, 65%)',
-          main: brand[400],
+          main: 'hsl(210, 55%, 55%)',
-          dark: brand[700],
+          dark: 'hsl(210, 50%, 35%)',
         }),
       },
       info: {
@@ -122,10 +132,10 @@ export const getDesignTokens = (mode: PaletteMode) => {
         dark: brand[600],
         contrastText: gray[50],
         ...(mode === 'dark' && {
-          contrastText: brand[300],
+          contrastText: 'hsl(210, 30%, 80%)',
-          light: brand[500],
+          light: 'hsl(210, 40%, 50%)',
-          main: brand[700],
+          main: 'hsl(210, 35%, 40%)',
-          dark: brand[900],
+          dark: 'hsl(210, 30%, 25%)',
         }),
       },
       warning: {
@@ -133,9 +143,9 @@ export const getDesignTokens = (mode: PaletteMode) => {
         main: orange[400],
         dark: orange[800],
         ...(mode === 'dark' && {
-          light: orange[400],
+          light: 'hsl(45, 60%, 55%)',
-          main: orange[500],
+          main: 'hsl(45, 55%, 45%)',
-          dark: orange[700],
+          dark: 'hsl(45, 50%, 30%)',
         }),
       },
       error: {
@@ -143,9 +153,9 @@ export const getDesignTokens = (mode: PaletteMode) => {
         main: red[400],
         dark: red[800],
         ...(mode === 'dark' && {
-          light: red[400],
+          light: 'hsl(0, 55%, 60%)',
-          main: red[500],
+          main: 'hsl(0, 55%, 50%)',
-          dark: red[700],
+          dark: 'hsl(0, 50%, 35%)',
         }),
       },
       success: {
@@ -153,34 +163,46 @@ export const getDesignTokens = (mode: PaletteMode) => {
         main: green[400],
         dark: green[800],
         ...(mode === 'dark' && {
-          light: green[400],
+          light: 'hsl(120, 40%, 55%)',
-          main: green[500],
+          main: 'hsl(120, 40%, 45%)',
-          dark: green[700],
+          dark: 'hsl(120, 35%, 30%)',
         }),
       },
       grey: {
         ...gray,
       },
-      divider: mode === 'dark' ? alpha(gray[700], 0.6) : alpha(gray[300], 0.4),
+      divider: mode === 'dark' ? 'hsla(0, 0%, 100%, 0.08)' : alpha(gray[300], 0.4),
       background: {
         default: 'hsl(0, 0%, 99%)',
         paper: 'hsl(220, 35%, 97%)',
-        ...(mode === 'dark' && { default: gray[900], paper: 'hsl(220, 30%, 7%)' }),
+        ...(mode === 'dark' && { default: darkBg, paper: darkPaper }),
       },
       text: {
         primary: gray[800],
         secondary: gray[600],
         warning: orange[400],
-        ...(mode === 'dark' && { primary: 'hsl(0, 0%, 100%)', secondary: gray[400] }),
+        ...(mode === 'dark' && { primary: 'hsl(0, 0%, 92%)', secondary: 'hsl(0, 0%, 60%)' }),
       },
       action: {
         hover: alpha(gray[200], 0.2),
         selected: `${alpha(gray[200], 0.3)}`,
         ...(mode === 'dark' && {
-          hover: alpha(gray[600], 0.2),
+          hover: 'hsla(0, 0%, 100%, 0.06)',
-          selected: alpha(gray[600], 0.3),
+          selected: 'hsla(0, 0%, 100%, 0.1)',
         }),
       },
+      flows: {
+        outflows: {
+          primary: mode === 'dark' ? 'hsl(0, 55%, 60%)' : '#d32f2f',
+          surface: mode === 'dark' ? 'hsla(0, 35%, 25%, 0.6)' : '#fdecea',
+          text: mode === 'dark' ? 'hsl(0, 60%, 80%)' : '#b71c1c',
+        },
+        inflows: {
+          primary: mode === 'dark' ? 'hsl(120, 40%, 55%)' : '#2e7d32',
+          surface: mode === 'dark' ? 'hsla(120, 25%, 22%, 0.6)' : '#e8f5e9',
+          text: mode === 'dark' ? 'hsl(120, 40%, 78%)' : '#1b5e20',
+        },
+      },
     },
     typography: {
       fontFamily: 'Inter, sans-serif',
@@ -285,6 +307,18 @@ export const colorSchemes = {
         hover: alpha(gray[200], 0.2),
         selected: `${alpha(gray[200], 0.3)}`,
       },
+      flows: {
+        outflows: {
+          primary: '#d32f2f',
+          surface: '#fdecea',
+          text: '#b71c1c',
+        },
+        inflows: {
+          primary: '#2e7d32',
+          surface: '#e8f5e9',
+          text: '#1b5e20',
+        },
+      },
       baseShadow:
         'hsla(220, 30%, 5%, 0.07) 0px 4px 16px 0px, hsla(220, 25%, 10%, 0.07) 0px 8px 16px -5px',
     },
@@ -293,49 +327,60 @@ export const colorSchemes = {
     palette: {
       primary: {
         contrastText: brand[50],
-        light: brand[300],
+        light: 'hsl(210, 50%, 65%)',
-        main: brand[400],
+        main: 'hsl(210, 55%, 55%)',
-        dark: brand[700],
+        dark: 'hsl(210, 50%, 35%)',
       },
       info: {
-        contrastText: brand[300],
+        contrastText: 'hsl(210, 30%, 80%)',
-        light: brand[500],
+        light: 'hsl(210, 40%, 50%)',
-        main: brand[700],
+        main: 'hsl(210, 35%, 40%)',
-        dark: brand[900],
+        dark: 'hsl(210, 30%, 25%)',
       },
       warning: {
-        light: orange[400],
+        light: 'hsl(45, 60%, 55%)',
-        main: orange[500],
+        main: 'hsl(45, 55%, 45%)',
-        dark: orange[700],
+        dark: 'hsl(45, 50%, 30%)',
       },
       error: {
-        light: red[400],
+        light: 'hsl(0, 55%, 60%)',
-        main: red[500],
+        main: 'hsl(0, 55%, 50%)',
-        dark: red[700],
+        dark: 'hsl(0, 50%, 35%)',
       },
       success: {
-        light: green[400],
+        light: 'hsl(120, 40%, 55%)',
-        main: green[500],
+        main: 'hsl(120, 40%, 45%)',
-        dark: green[700],
+        dark: 'hsl(120, 35%, 30%)',
       },
       grey: {
         ...gray,
       },
-      divider: alpha(gray[700], 0.6),
+      divider: 'hsla(0, 0%, 100%, 0.08)',
       background: {
-        default: gray[900],
+        default: darkBg,
-        paper: 'hsl(220, 30%, 7%)',
+        paper: darkPaper,
       },
       text: {
-        primary: 'hsl(0, 0%, 100%)',
+        primary: 'hsl(0, 0%, 92%)',
-        secondary: gray[400],
+        secondary: 'hsl(0, 0%, 60%)',
       },
       action: {
-        hover: alpha(gray[600], 0.2),
+        hover: 'hsla(0, 0%, 100%, 0.06)',
-        selected: alpha(gray[600], 0.3),
+        selected: 'hsla(0, 0%, 100%, 0.1)',
       },
-      baseShadow:
+      flows: {
-        'hsla(220, 30%, 5%, 0.7) 0px 4px 16px 0px, hsla(220, 25%, 10%, 0.8) 0px 8px 16px -5px',
+        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)',
     },
   },
 };

src/utils/dashboardLoader.ts

@@ -1,238 +0,0 @@
-import { api } from "../../react-openapi";
-import { LatestItem } from "../components/LatestItemsList";
-import { ChartDataPoint } from "../components/HistoryChart";
-import * as React from "react";
-import MonetizationOnIcon from "@mui/icons-material/MonetizationOn";
-
-// ---------------- ICON ----------------
-const DEFAULT_ICON = React.createElement(MonetizationOnIcon, {
-  sx: { color: "#388e3c" }
-});
-
-// ---------------- HELPERS ----------------
-const format = (d: Date) =>
-  `${d.getDate()} ${d.toLocaleString("default", { month: "short" })}`;
-
-const startOfDay = (d: Date) => {
-  const x = new Date(d);
-  x.setHours(0, 0, 0, 0);
-  return x;
-};
-
-const endOfDay = (d: Date) => {
-  const x = new Date(d);
-  x.setHours(23, 59, 59, 999);
-  return x;
-};
-
-const getStartOfWeek = (d: Date) => {
-  const date = new Date(d);
-  const day = date.getDay() || 7;
-  if (day !== 1) date.setDate(date.getDate() - (day - 1));
-  return startOfDay(date);
-};
-
-// ---------------- LATEST ----------------
-export async function fetchLatestTransactions(
-  type: "expense" | "income"
-): Promise<LatestItem[]> {
-  const res = await api.get("/expenses", {
-    params: { limit: 100, sort: "-occurred_at" }
-  });
-
-  const items = res.data?.items || res.data || [];
-
-  const isValid = (amt: number) =>
-    type === "expense" ? amt < 0 : amt > 0;
-
-  return items
-    .filter((item: any) => isValid(Number(item.amount) || 0))
-    .slice(0, 5)
-    .map((exp: any, index: number) => {
-      const time = new Date(
-        exp.occurred_at || exp.created_at || Date.now()
-      ).getTime();
-
-      const diffDays = Math.floor(
-        Math.abs(Date.now() - time) / (1000 * 60 * 60 * 24)
-      );
-
-      return {
-        id: exp.id || index,
-        icon: DEFAULT_ICON,
-        iconBgColor:
-          type === "expense" ? "#ffebee" : "#e8f5e9",
-        title: exp.payee?.name || exp.payee || "Unknown Payee",
-        subtitle: exp.category?.name || exp.account?.name || "Transaction",
-        amount: `Rs ${Math.abs(exp.amount || 0)}`,
-        timeAgo: diffDays === 0 ? "Today" : `${diffDays} days ago`
-      };
-    });
-}
-
-// ---------------- TYPES ----------------
-export interface AggregatedDashboardData {
-  chartData: Record<string, ChartDataPoint[]>;
-  totalAmount: number;
-  topPayees: Array<{ payeeName: string; amount: number }>;
-}
-
-// ---------------- AGGREGATION ----------------
-// ---------------- AGGREGATION ----------------
-export async function fetchAggregatedData(
-  type: "expense" | "income"
-): Promise<AggregatedDashboardData> {
-  const res = await api.get("/expenses", { params: { limit: 0 } });
-  const all: any[] = res.data?.items || res.data || [];
-
-  const now = new Date();
-
-  let totalAmount = 0;
-  const payeeMap: Record<string, number> = {};
-
-  const isValid = (amt: number) =>
-    type === "expense" ? amt < 0 : amt > 0;
-
-  const normalize = (amt: number) => Math.abs(amt);
-
-  // ---------------- WEEK ----------------
-  const weekBuckets: Record<string, number> = {
-    Mon: 0, Tue: 0, Wed: 0, Thu: 0,
-    Fri: 0, Sat: 0, Sun: 0
-  };
-
-  const weekStart = getStartOfWeek(now);
-  const weekEnd = endOfDay(new Date(weekStart.getTime() + 6 * 86400000));
-
-  // ---------------- MONTH (rolling 5 weeks, Mon–Sun aligned) ----------------
-  const monthBuckets: {
-    label: string;
-    start: Date;
-    end: Date;
-    amount: number;
-  }[] = [];
-
-  const currentWeekStart = getStartOfWeek(now);
-
-  for (let i = 0; i < 5; i++) {
-    const start = new Date(currentWeekStart.getTime() - i * 7 * 86400000);
-    const end = endOfDay(new Date(start.getTime() + 6 * 86400000));
-
-    monthBuckets.push({
-      label: `${format(start)} - ${format(end)}`,
-      start,
-      end,
-      amount: 0
-    });
-  }
-
-  // ---------------- YEAR (rolling 12 months) ----------------
-  const yearBuckets: {
-    label: string;
-    start: Date;
-    end: Date;
-    amount: number;
-  }[] = [];
-
-  for (let i = 0; i < 12; i++) {
-    const d = new Date(now);
-    d.setMonth(d.getMonth() - i);
-
-    const start = new Date(d.getFullYear(), d.getMonth(), 1);
-
-    const end =
-      i === 0
-        ? endOfDay(now) // current month → till now
-        : endOfDay(new Date(d.getFullYear(), d.getMonth() + 1, 0));
-
-    const label = `${d.toLocaleString("default", {
-      month: "short"
-    })}-${String(d.getFullYear()).slice(2)}`;
-
-    yearBuckets.push({
-      label,
-      start,
-      end,
-      amount: 0
-    });
-  }
-
-  // ---------------- LOOP ----------------
-  for (const item of all) {
-    const d = new Date(
-      item.occurred_at || item.created_at || Date.now()
-    );
-
-    const amtRaw = Number(item.amount) || 0;
-    if (!isValid(amtRaw)) continue;
-
-    const amt = normalize(amtRaw);
-
-    totalAmount += amt;
-
-    const payee = item.payee?.name || item.payee || "Unknown";
-    payeeMap[payee] = (payeeMap[payee] || 0) + amt;
-
-    // WEEK
-    if (d >= weekStart && d <= weekEnd) {
-      const day = ["Sun","Mon","Tue","Wed","Thu","Fri","Sat"][d.getDay()];
-      if (weekBuckets[day] !== undefined) {
-        weekBuckets[day] += amt;
-      }
-    }
-
-    // MONTH (rolling weeks)
-    for (const b of monthBuckets) {
-      if (d >= b.start && d <= b.end) {
-        b.amount += amt;
-      }
-    }
-
-    // YEAR (rolling months)
-    for (const b of yearBuckets) {
-      if (d >= b.start && d <= b.end) {
-        b.amount += amt;
-      }
-    }
-  }
-
-  const toPoints = (b: any): ChartDataPoint[] =>
-    Array.isArray(b)
-      ? b.map((x) => ({
-          id: x.label,
-          amount: x.amount
-        }))
-      : Object.entries(b).map(([k, v]: any) => ({
-          id: k,
-          amount: v
-        }));
-
-  const chartData = {
-    week: toPoints(weekBuckets),
-    month: toPoints(monthBuckets),
-    year: toPoints(yearBuckets)
-  };
-
-  // highlight max
-  Object.values(chartData).forEach(group => {
-    let max = group[0];
-    for (const g of group) {
-      if (g.amount > max.amount) max = g;
-    }
-    if (max.amount > 0) max.highlighted = true;
-  });
-
-  const topPayees = Object.entries(payeeMap)
-    .map(([name, amt]) => ({ payeeName: name, amount: amt }))
-    .sort((a, b) => b.amount - a.amount)
-    .slice(0, 5);
-
-  return { chartData, totalAmount, topPayees };
-}
-
-// ---------------- EXPORTS ----------------
-export const fetchAggregatedExpenses = () =>
-  fetchAggregatedData("expense");
-
-export const fetchAggregatedIncome = () =>
-  fetchAggregatedData("income");