home changes for new routes

fetch requests and reports routes
fixes for latest openapi spec changes
2026-05-23 22:18:18 +05:30 · 2026-05-23 21:48:39 +05:30 · 2026-05-23 17:22:30 +05:30 · 2026-05-23 11:41:57 +00:00 · 2026-05-19 07:11:46 +00:00 · 2026-05-18 05:37:51 +00:00
59 changed files with 2746 additions and 1347 deletions
--- a/react-openapi/api/client.ts
+++ b/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);
-  _auth = createApiClient(authBaseUrl);
+  _api = withParamsSerializer(createApiClient(baseUrl));
+  _auth = withParamsSerializer(createApiClient(authBaseUrl));
 }
--- a/react-openapi/hooks/useResource.ts
+++ b/react-openapi/hooks/useResource.ts
@@ -1,4 +1,4 @@
-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";
@@ -26,16 +26,17 @@ export function useResource<T = any>(config: ResourceConfig | undefined) {
        };
      },
      enabled: !!endpoint,
+      placeholderData: keepPreviousData,
    });

  // --- READ ONE ---
-  const useRead = (id: string | null) =>
+  const useRead = (id: string, params?: any | null) =>
    useQuery({
-      queryKey: [name, "detail", id],
+      queryKey: [name, "detail", id, params],
      queryFn: async () => {
        if (!id || !endpoint) return null;
        // @ts-ignore
-        const res = await api.get<T>(`${endpoint}/${id}`);
+        const res = await api.get<T>(`${endpoint}/${id}`, params ? { params } : undefined);
        return res.data;
      },
      enabled: !!id && !!endpoint,
--- a/src/AppTheme.tsx
+++ b/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>
-  );
-}
--- a/src/Dashboard.tsx
+++ b/src/Dashboard.tsx
@@ -3,17 +3,236 @@ import {
  Box,
  Container,
  CircularProgress,
-  Alert
+  Alert,
+  TextField,
+  Paper,
+  Autocomplete,
+  Button
 } from "@mui/material";

-import ConfigurableDashboard from "./components/Dashboard";
+import DashboardView from "./components/Dashboard";
+
+import {
+  DashboardState,
+  DashboardStateSetters,
+  DashboardFlow,
+} from "./components/Dashboard";
+
 import { configuration } from "./dashboard-config";
-import { useDashboardData } from "./features/dashboard";
+import {
+  useReport,
+  prepareReport,
+} from "./features/report";
+import { useResourceByName } from "../react-openapi";
+
+function formatSnapshotDate(iso: string) {
+  const d = new Date(iso);
+  return d.toLocaleString(undefined, {
+    year: "numeric",
+    month: "short",
+    day: "numeric",
+    hour: "2-digit",
+    minute: "2-digit",
+  });
+}

 export default function Dashboard() {
-  const { data, isLoading, error } = useDashboardData();
+  const [state, setState] = React.useState<DashboardState>({
+    flow: "outflows",
+    periodType: "rolling",
+    selectedPeriodId: null,
+    selectedGroupKey: null,
+    comparison: false,
+  });

-  if (isLoading) {
+  const [appliedPayees, setAppliedPayees] = React.useState<string[]>([]);
+  const [appliedTags, setAppliedTags] = React.useState<string[]>([]);
+
+  const [payeeInput, setPayeeInput] = React.useState<string[]>([]);
+  const [tagsInput, setTagsInput] = React.useState<string[]>([]);
+
+  const [loadedPayees, setLoadedPayees] = React.useState<string[]>([]);
+  const [loadedTags, setLoadedTags] = React.useState<string[]>([]);
+
+  const [selectedSnapshotId, setSelectedSnapshotId] = React.useState<string | null>(null);
+
+  const { data: snapshotsData } = useResourceByName("reports").useList();
+  const snapshotOptions = React.useMemo(() => {
+    const options: { label: string; value: string | null }[] = [
+      { label: "Latest (auto)", value: null },
+    ];
+    if (snapshotsData?.data) {
+      for (const snap of snapshotsData.data) {
+        options.push({
+          label: `Snapshot from ${formatSnapshotDate(snap.created_at)}`,
+          value: snap.snapshot_id,
+        });
+      }
+    }
+    return options;
+  }, [snapshotsData]);
+
+  const selectedSnapshotOption = snapshotOptions.find((o) => o.value === selectedSnapshotId) ?? snapshotOptions[0];
+
+  const report = useReport({
+    snapshot_id: selectedSnapshotId ?? undefined,
+    periods: ["daily", "weekly", "monthly", "all"],
+    flow: state.flow,
+    payee: appliedPayees.length > 0 ? appliedPayees : undefined,
+    tags: appliedTags.length > 0 ? appliedTags : undefined,
+  });
+
+  React.useEffect(() => {
+    if (report.data) {
+      setLoadedPayees(prev => {
+        const pSet = new Set<string>(prev);
+        report.data.buckets.forEach((b: any) => {
+          Object.values(b.periods).forEach((periodArray: any) => {
+            periodArray?.forEach((p: any) => {
+              p.metric?.transactions?.forEach((t: any) => {
+                if (t.payee?.name) pSet.add(t.payee.name);
+              });
+            });
+          });
+        });
+        return Array.from(pSet).sort();
+      });
+
+      setLoadedTags(prev => {
+        const tSet = new Set<string>(prev);
+        report.data.buckets.forEach((b: any) => {
+          Object.values(b.periods).forEach((periodArray: any) => {
+            periodArray?.forEach((p: any) => {
+              p.metric?.transactions?.forEach((t: any) => {
+                t.tags?.forEach((tag: any) => tSet.add(tag.name || tag));
+              });
+            });
+          });
+        });
+        return Array.from(tSet).sort();
+      });
+    }
+  }, [report.data]);
+
+  const toggleFlow =
+    React.useCallback(() => {
+      setState((prev) => ({
+        ...prev,
+
+        flow:
+          prev.flow ===
+          "outflows"
+            ? "inflows"
+            : "outflows",
+
+        selectedGroupKey:
+          null,
+
+        selectedPeriodId:
+          null,
+      }));
+    }, []);
+
+  const setFlow =
+    React.useCallback(
+      (
+        flow: DashboardFlow
+      ) => {
+        setState((prev) => ({
+          ...prev,
+
+          flow,
+
+          selectedGroupKey:
+            null,
+
+          selectedPeriodId:
+            null,
+        }));
+      },
+      []
+    );
+
+  const togglePeriodType =
+    React.useCallback(() => {
+      setState((prev) => ({
+        ...prev,
+
+        periodType:
+          prev.periodType ===
+          "rolling"
+            ? "calendar"
+            : "rolling",
+      }));
+    }, []);
+
+  const toggleComparison =
+    React.useCallback(() => {
+      setState((prev) => ({
+        ...prev,
+
+        comparison:
+          !prev.comparison,
+      }));
+    }, []);
+
+  const setSelectedPeriodId =
+    React.useCallback(
+      (
+        selectedPeriodId: DashboardState["selectedPeriodId"]
+      ) => {
+        setState((prev) => ({
+          ...prev,
+
+          selectedPeriodId,
+        }));
+      },
+      []
+    );
+
+  const setSelectedGroupKey =
+    React.useCallback(
+      (
+        selectedGroupKey: DashboardState["selectedGroupKey"]
+      ) => {
+        setState((prev) => ({
+          ...prev,
+
+          selectedGroupKey,
+        }));
+      },
+      []
+    );
+
+  const stateSetters: DashboardStateSetters =
+    React.useMemo(
+      () => ({
+        toggleFlow,
+
+        setFlow,
+
+        togglePeriodType,
+
+        toggleComparison,
+
+        setSelectedPeriodId,
+
+        setSelectedGroupKey,
+      }),
+      [
+        toggleFlow,
+        setFlow,
+        togglePeriodType,
+        toggleComparison,
+        setSelectedPeriodId,
+        setSelectedGroupKey,
+      ]
+    );
+
+  const isLoading = report.isLoading;
+  const error = report.error;
+
+  if (isLoading && !report.data) {
    return (
      <Box sx={{ display: "flex", justifyContent: "center", alignItems: "center", height: "60vh" }}>
        <CircularProgress />
@@ -29,14 +248,93 @@ export default function Dashboard() {
    );
  }

-  if (!data) {
+  if (!report.data) {
    return null;
  }

+  const data = prepareReport(report.data);
  return (
-    <ConfigurableDashboard
+    <Box>
+      <Container>
+        <Paper 
+          sx={{ 
+            mt: 4, 
+            p: 2, 
+            display: "flex", 
+            flexDirection: { xs: "column", sm: "row" },
+            gap: 2, 
+            alignItems: { xs: "stretch", sm: "flex-end" }, 
+            borderRadius: 4,
+            mb: -2 // pull up to be closer to the dashboard container below
+          }} 
+          elevation={0} 
+          variant="outlined"
+        >
+          <Box sx={{ display: 'flex', flexDirection: 'column', flex: 1, minWidth: { sm: 250 } }}>
+            <Box sx={{ typography: 'caption', mb: 1, color: 'text.secondary' }}>
+              Filter by Payee
+            </Box>
+            <Autocomplete
+              multiple
+              freeSolo
+              options={loadedPayees}
+              value={payeeInput}
+              onChange={(_, val) => setPayeeInput(val as string[])}
+              renderInput={(params) => <TextField {...params} placeholder="Add payees..." />}
+              sx={{ '& .MuiOutlinedInput-root': { height: 'auto', minHeight: '2.5rem', py: 0.5 } }}
+            />
+          </Box>
+          <Box sx={{ display: 'flex', flexDirection: 'column', flex: 1, minWidth: { sm: 250 } }}>
+            <Box sx={{ typography: 'caption', mb: 1, color: 'text.secondary' }}>
+              Filter by Tags
+            </Box>
+            <Autocomplete
+              multiple
+              freeSolo
+              options={loadedTags}
+              value={tagsInput}
+              onChange={(_, val) => setTagsInput(val as string[])}
+              renderInput={(params) => <TextField {...params} placeholder="Add tags..." />}
+              sx={{ '& .MuiOutlinedInput-root': { height: 'auto', minHeight: '2.5rem', py: 0.5 } }}
+            />
+          </Box>
+          <Box sx={{ display: 'flex', flexDirection: 'column', minWidth: { sm: 220 } }}>
+            <Box sx={{ typography: 'caption', mb: 1, color: 'text.secondary' }}>
+              Snapshot
+            </Box>
+            <Autocomplete
+              options={snapshotOptions}
+              value={selectedSnapshotOption}
+              onChange={(_, option) => setSelectedSnapshotId(option?.value ?? null)}
+              getOptionLabel={(o) => o.label}
+              isOptionEqualToValue={(o, v) => o.value === v.value}
+              renderInput={(params) => <TextField {...params} placeholder="Select snapshot..." />}
+              sx={{ '& .MuiOutlinedInput-root': { height: 40, py: 0 } }}
+              size="small"
+            />
+          </Box>
+
+          <Button
+            variant="contained"
+            size="large"
+            onClick={() => {
+              setAppliedPayees(payeeInput);
+              setAppliedTags(tagsInput);
+            }}
+            disabled={isLoading}
+            sx={{ height: 40, borderRadius: 2 }}
+          >
+            Apply
+          </Button>
+        </Paper>
+      </Container>
+      <DashboardView
        config={configuration}
        data={data}
+        state={state}
+        stateSetters={stateSetters}
+        isFetching={report.isFetching}
      />
+    </Box>
  );
 }
--- a/src/FetchRequests.tsx
+++ b/src/FetchRequests.tsx
@@ -0,0 +1,323 @@
+import * as React from "react";
+import {
+  Box,
+  Container,
+  Paper,
+  Typography,
+  TextField,
+  Button,
+  ToggleButtonGroup,
+  ToggleButton,
+  Table,
+  TableBody,
+  TableCell,
+  TableContainer,
+  TableHead,
+  TableRow,
+  Chip,
+  IconButton,
+  CircularProgress,
+  Alert,
+  Snackbar,
+  Dialog,
+  DialogTitle,
+  DialogContent,
+  DialogContentText,
+  DialogActions,
+} from "@mui/material";
+import DeleteIcon from "@mui/icons-material/Delete";
+import CloudUploadIcon from "@mui/icons-material/CloudUpload";
+import RefreshIcon from "@mui/icons-material/Refresh";
+import {
+  useFetchRequestsList,
+  useCreateFetchRequest,
+  useDeleteFetchRequest,
+  useUploadFile,
+} from "./features/fetch-requests";
+import type {
+  FetchRequest,
+  FetchRequestStatus,
+  FileSource,
+  EmailSource,
+} from "./features/fetch-requests";
+
+const statusColors: Record<FetchRequestStatus, "default" | "primary" | "warning" | "info" | "success" | "error"> = {
+  pending: "default",
+  processing: "info",
+  raw_expenses_done: "primary",
+  enriched_done: "warning",
+  completed: "success",
+  failed: "error",
+};
+
+function formatDate(iso: string) {
+  const d = new Date(iso);
+  return d.toLocaleString();
+}
+
+export default function FetchRequests() {
+  const [sourceType, setSourceType] = React.useState<"file" | "email">("file");
+  const [accountName, setAccountName] = React.useState("");
+  const [payorUsername, setPayorUsername] = React.useState("aetos");
+  const [format, setFormat] = React.useState("");
+  const [file, setFile] = React.useState<File | null>(null);
+  const [uploadedPath, setUploadedPath] = React.useState<string | null>(null);
+  const [fromEmail, setFromEmail] = React.useState("");
+  const [subject, setSubject] = React.useState("");
+  const [rawTerms, setRawTerms] = React.useState("");
+  const [startDate, setStartDate] = React.useState("");
+  const [endDate, setEndDate] = React.useState("");
+  const [snackbar, setSnackbar] = React.useState<{ message: string; severity: "success" | "error" } | null>(null);
+  const [deleteTarget, setDeleteTarget] = React.useState<FetchRequest | null>(null);
+
+  const { data: listData, isLoading, isFetching, refetch } = useFetchRequestsList();
+  const createMutation = useCreateFetchRequest();
+  const deleteMutation = useDeleteFetchRequest();
+  const uploadMutation = useUploadFile();
+
+  const requests = listData?.data ?? [];
+
+  const handleUpload = async () => {
+    if (!file) return;
+    const result = await uploadMutation.mutateAsync(file);
+    if (result?.saved_as) {
+      setUploadedPath(result.saved_as);
+      if (!format) setFormat(file.name.split(".").pop() || "");
+      setSnackbar({ message: `File uploaded: ${result.saved_as}`, severity: "success" });
+    }
+  };
+
+  const handleCreate = async () => {
+    if (!accountName) return;
+
+    let source: FileSource | EmailSource;
+
+    if (sourceType === "file") {
+      if (!uploadedPath || !format) return;
+      source = { path: uploadedPath, format } as FileSource;
+    } else {
+      if (!format) return;
+      const emailSource: EmailSource = { format };
+      if (fromEmail) emailSource.from_email = fromEmail;
+      if (subject) emailSource.subject = subject;
+      if (rawTerms.trim()) emailSource.raw_terms = rawTerms.split(",").map((s) => s.trim()).filter(Boolean);
+      source = emailSource;
+    }
+
+    try {
+      await createMutation.mutateAsync({
+        source,
+        account_name: accountName,
+        payor_username: payorUsername,
+        ...(startDate ? { start_date: new Date(startDate).toISOString() } : {}),
+        ...(endDate ? { end_date: new Date(endDate).toISOString() } : {}),
+      });
+      setSnackbar({ message: "Fetch request created", severity: "success" });
+      resetForm();
+    } catch (err: any) {
+      setSnackbar({ message: err?.response?.data?.detail || "Failed to create fetch request", severity: "error" });
+    }
+  };
+
+  const resetForm = () => {
+    setAccountName("");
+    setFormat("");
+    setFile(null);
+    setUploadedPath(null);
+    setFromEmail("");
+    setSubject("");
+    setRawTerms("");
+    setStartDate("");
+    setEndDate("");
+  };
+
+  const handleDelete = async () => {
+    if (!deleteTarget) return;
+    try {
+      await deleteMutation.mutateAsync(deleteTarget.id);
+      setSnackbar({ message: "Fetch request deleted", severity: "success" });
+    } catch {
+      setSnackbar({ message: "Failed to delete", severity: "error" });
+    }
+    setDeleteTarget(null);
+  };
+
+  return (
+    <Container sx={{ mt: 4, mb: 4 }}>
+      <Typography variant="h5" fontWeight="bold" gutterBottom>
+        Fetch Request Pipeline
+      </Typography>
+
+      <Paper sx={{ p: 3, mb: 4, borderRadius: 4 }} variant="outlined">
+        <Typography variant="subtitle1" fontWeight={600} gutterBottom>
+          New Fetch Request
+        </Typography>
+
+        <ToggleButtonGroup
+          value={sourceType}
+          exclusive
+          onChange={(_, val) => val && setSourceType(val)}
+          sx={{ mb: 3 }}
+          size="small"
+        >
+          <ToggleButton value="file">File Upload</ToggleButton>
+          <ToggleButton value="email">Email Fetch</ToggleButton>
+        </ToggleButtonGroup>
+
+        <Box sx={{ display: "flex", flexDirection: "column", gap: 2 }}>
+          {sourceType === "file" ? (
+            <>
+              <Box sx={{ display: "flex", gap: 2, alignItems: "flex-end" }}>
+                <Button variant="outlined" component="label" startIcon={<CloudUploadIcon />}>
+                  Choose File
+                  <input type="file" hidden onChange={(e) => setFile(e.target.files?.[0] ?? null)} />
+                </Button>
+                <Typography variant="body2" sx={{ flex: 1, color: "text.secondary" }}>
+                  {file ? file.name : "No file selected"}
+                </Typography>
+                <Button
+                  variant="contained"
+                  onClick={handleUpload}
+                  disabled={!file || uploadMutation.isPending}
+                >
+                  {uploadMutation.isPending ? "Uploading..." : "Upload"}
+                </Button>
+              </Box>
+              {uploadedPath && (
+                <Alert severity="success" sx={{ py: 0 }}>
+                  Uploaded as: {uploadedPath}
+                </Alert>
+              )}
+              <TextField label="Format (csv, pdf, ...)" value={format} onChange={(e) => setFormat(e.target.value)} size="small" />
+            </>
+          ) : (
+            <>
+              <TextField label="Format" value={format} onChange={(e) => setFormat(e.target.value)} size="small" helperText="e.g. email, pdf, csv" />
+              <TextField label="From Email" value={fromEmail} onChange={(e) => setFromEmail(e.target.value)} size="small" />
+              <TextField label="Subject" value={subject} onChange={(e) => setSubject(e.target.value)} size="small" />
+              <TextField label="Raw Terms" value={rawTerms} onChange={(e) => setRawTerms(e.target.value)} size="small" helperText="Comma-separated search terms" />
+            </>
+          )}
+
+          <TextField label="Account Name" value={accountName} onChange={(e) => setAccountName(e.target.value)} size="small" required />
+          <TextField label="Payor Username" value={payorUsername} onChange={(e) => setPayorUsername(e.target.value)} size="small" helperText="Default: aetos" />
+
+          <Box sx={{ display: "flex", gap: 2 }}>
+            <TextField
+              label="Start Date"
+              type="datetime-local"
+              value={startDate}
+              onChange={(e) => setStartDate(e.target.value)}
+              size="small"
+              InputLabelProps={{ shrink: true }}
+              sx={{ flex: 1 }}
+            />
+            <TextField
+              label="End Date"
+              type="datetime-local"
+              value={endDate}
+              onChange={(e) => setEndDate(e.target.value)}
+              size="small"
+              InputLabelProps={{ shrink: true }}
+              sx={{ flex: 1 }}
+            />
+          </Box>
+
+          <Button
+            variant="contained"
+            onClick={handleCreate}
+            disabled={createMutation.isPending || !accountName || (sourceType === "file" && (!uploadedPath || !format)) || (sourceType === "email" && !format)}
+          >
+            {createMutation.isPending ? "Creating..." : "Create Fetch Request"}
+          </Button>
+        </Box>
+      </Paper>
+
+      <Paper sx={{ borderRadius: 4 }} variant="outlined">
+        <Box sx={{ display: "flex", alignItems: "center", justifyContent: "space-between", p: 2, pb: 0 }}>
+          <Typography variant="subtitle1" fontWeight={600}>
+            Fetch Requests
+          </Typography>
+          <IconButton onClick={() => refetch()} disabled={isFetching}>
+            <RefreshIcon />
+          </IconButton>
+        </Box>
+
+        {isLoading ? (
+          <Box sx={{ display: "flex", justifyContent: "center", p: 4 }}>
+            <CircularProgress />
+          </Box>
+        ) : requests.length === 0 ? (
+          <Box sx={{ p: 4, textAlign: "center", color: "text.secondary" }}>
+            No fetch requests yet
+          </Box>
+        ) : (
+          <TableContainer>
+            <Table size="small">
+              <TableHead>
+                <TableRow>
+                  <TableCell>ID</TableCell>
+                  <TableCell>Source</TableCell>
+                  <TableCell>Account</TableCell>
+                  <TableCell>Status</TableCell>
+                  <TableCell>Created</TableCell>
+                  <TableCell align="right">Actions</TableCell>
+                </TableRow>
+              </TableHead>
+              <TableBody>
+                {requests.map((req: FetchRequest) => (
+                  <TableRow key={req.id}>
+                    <TableCell sx={{ fontFamily: "monospace", fontSize: "0.8rem" }}>
+                      {req.id.slice(0, 8)}...
+                    </TableCell>
+                    <TableCell>
+                      {"path" in req.source ? "File" : "Email"}
+                    </TableCell>
+                    <TableCell>{req.account_name}</TableCell>
+                    <TableCell>
+                      <Chip
+                        label={req.status.replace(/_/g, " ")}
+                        color={statusColors[req.status]}
+                        size="small"
+                      />
+                    </TableCell>
+                    <TableCell>{formatDate(req.created_at)}</TableCell>
+                    <TableCell align="right">
+                      <IconButton size="small" onClick={() => setDeleteTarget(req)}>
+                        <DeleteIcon fontSize="small" />
+                      </IconButton>
+                    </TableCell>
+                  </TableRow>
+                ))}
+              </TableBody>
+            </Table>
+          </TableContainer>
+        )}
+      </Paper>
+
+      <Snackbar
+        open={!!snackbar}
+        autoHideDuration={4000}
+        onClose={() => setSnackbar(null)}
+        anchorOrigin={{ vertical: "bottom", horizontal: "center" }}
+      >
+        {snackbar ? <Alert severity={snackbar.severity} onClose={() => setSnackbar(null)}>{snackbar.message}</Alert> : undefined}
+      </Snackbar>
+
+      <Dialog open={!!deleteTarget} onClose={() => setDeleteTarget(null)}>
+        <DialogTitle>Delete Fetch Request?</DialogTitle>
+        <DialogContent>
+          <DialogContentText>
+            This will permanently delete the fetch request and all associated data.
+          </DialogContentText>
+        </DialogContent>
+        <DialogActions>
+          <Button onClick={() => setDeleteTarget(null)}>Cancel</Button>
+          <Button onClick={handleDelete} color="error" disabled={deleteMutation.isPending}>
+            {deleteMutation.isPending ? "Deleting..." : "Delete"}
+          </Button>
+        </DialogActions>
+      </Dialog>
+    </Container>
+  );
+}
--- a/src/Header.tsx
+++ b/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: {
@@ -91,6 +91,32 @@ export default function Header({

        <span style={{ flexGrow: 1 }} />

+        {/* NAV LINKS */}
+        <Box
+          sx={{
+            display: { xs: "none", md: "flex" },
+            alignItems: "center",
+            mr: 2,
+            gap: 1,
+          }}
+        >
+          {[
+            { label: "Dashboard", path: "/dashboard" },
+            { label: "Fetch", path: "/fetch-requests" },
+            { label: "Reports", path: "/reports" },
+          ].map(({ label, path }) => (
+            <Button
+              key={path}
+              color="inherit"
+              onClick={() => navigate(path)}
+              sx={{ textTransform: "none", fontWeight: 500, px: 1.5 }}
+              size="small"
+            >
+              {label}
+            </Button>
+          ))}
+        </Box>
+
        {/* AUTH SECTION */}
        {isAuthenticated ? (
          <>
--- a/src/Home.tsx
+++ b/src/Home.tsx
@@ -1,70 +1,180 @@
 import * as React from "react";
-import { Box, Typography, Button, Container, Stack } from "@mui/material";
+import { Box, Typography, Button, Container, Grid, Paper, Chip } from "@mui/material";
+import { useTheme, alpha } from "@mui/material/styles";
 import { useNavigate } from "react-router-dom";
+import DashboardIcon from "@mui/icons-material/Dashboard";
+import SyncIcon from "@mui/icons-material/Sync";
+import BarChartIcon from "@mui/icons-material/BarChart";
+import SettingsIcon from "@mui/icons-material/Settings";
 import ArrowForwardIcon from "@mui/icons-material/ArrowForward";
+import { useAuth } from "../react-auth";
+
+interface FeatureCardProps {
+  icon: React.ReactNode;
+  title: string;
+  description: string;
+  path: string;
+  label?: string;
+  accent: string;
+}
+
+function FeatureCard({ icon, title, description, path, label, accent }: FeatureCardProps) {
+  const navigate = useNavigate();
+  const theme = useTheme();
+
+  return (
+    <Paper
+      elevation={0}
+      onClick={() => navigate(path)}
+      sx={{
+        p: 3,
+        borderRadius: 3,
+        border: "1px solid",
+        borderColor: "divider",
+        cursor: "pointer",
+        height: "100%",
+        display: "flex",
+        flexDirection: "column",
+        position: "relative",
+        overflow: "hidden",
+        transition: "all 0.25s ease",
+        "&::before": {
+          content: '""',
+          position: "absolute",
+          top: 0,
+          left: 0,
+          right: 0,
+          height: 3,
+          background: accent,
+          opacity: 0,
+          transition: "opacity 0.25s ease",
+        },
+        "&:hover": {
+          transform: "translateY(-4px)",
+          boxShadow: `0 12px 32px ${alpha(theme.palette.common.black, theme.palette.mode === "dark" ? 0.3 : 0.08)}`,
+          borderColor: "transparent",
+          "&::before": { opacity: 1 },
+        },
+      }}
+    >
+      <Box sx={{ display: "flex", alignItems: "center", gap: 1.5, mb: 1.5 }}>
+        <Box
+          sx={{
+            width: 40,
+            height: 40,
+            borderRadius: 2,
+            display: "flex",
+            alignItems: "center",
+            justifyContent: "center",
+            background: alpha(accent, 0.12),
+            color: accent,
+          }}
+        >
+          {icon}
+        </Box>
+        <Typography variant="subtitle1" fontWeight={700}>
+          {title}
+        </Typography>
+      </Box>
+
+      <Typography variant="body2" color="text.secondary" sx={{ flex: 1, lineHeight: 1.6 }}>
+        {description}
+      </Typography>
+
+      {label && (
+        <Chip
+          label={label}
+          size="small"
+          variant="outlined"
+          sx={{ mt: 2, alignSelf: "flex-start", textTransform: "capitalize" }}
+        />
+      )}
+    </Paper>
+  );
+}

 export default function Home() {
  const navigate = useNavigate();
+  const theme = useTheme();
+  const { currentUser } = useAuth();
+
+  const features = [
+    {
+      icon: <DashboardIcon />,
+      title: "Dashboard",
+      description: "Visualise inflows and outflows with interactive charts, drill into categories, and track trends over daily, weekly, and monthly periods.",
+      path: "/dashboard",
+      accent: theme.palette.mode === "dark" ? "#818cf8" : "#6366f1",
+    },
+    {
+      icon: <SyncIcon />,
+      title: "Fetch Requests",
+      description: "Upload bank statements or configure email ingestion to auto-import transactions. Track pipeline status from pending through to completion.",
+      path: "/fetch-requests",
+      accent: theme.palette.mode === "dark" ? "#34d399" : "#10b981",
+    },
+    {
+      icon: <BarChartIcon />,
+      title: "Report Snapshots",
+      description: "Generate cached report snapshots with custom filters — accounts, date ranges, amount bounds — then pin a snapshot on the dashboard for consistent comparisons.",
+      path: "/reports",
+      accent: theme.palette.mode === "dark" ? "#fbbf24" : "#f59e0b",
+    },
+    {
+      icon: <SettingsIcon />,
+      title: "Admin",
+      description: "Full CRUD over accounts, expenses, tags, and payors. Manage your data programmatically through the OpenAPI-driven admin panel.",
+      path: "/admin",
+      accent: theme.palette.mode === "dark" ? "#e879f9" : "#d946ef",
+    },
+  ];

  return (
    <Box
      sx={{
-        width: "100%",
-        minHeight: "calc(100vh - 64px)", // accounting for header
+        minHeight: "calc(100vh - 64px)",
        display: "flex",
-        alignItems: "center",
-        justifyContent: "center",
+        flexDirection: "column",
        position: "relative",
        overflow: "hidden",
        "&::before": {
          content: '""',
          position: "absolute",
-          top: "-20%",
-          left: "-10%",
-          width: "50%",
-          height: "60%",
-          background: "radial-gradient(circle, rgba(99,102,241,0.15) 0%, rgba(0,0,0,0) 70%)",
+          top: "-15%",
+          left: "-8%",
+          width: "45%",
+          height: "55%",
+          background: "radial-gradient(circle, rgba(99,102,241,0.12) 0%, transparent 70%)",
          zIndex: 0,
        },
        "&::after": {
          content: '""',
          position: "absolute",
-          bottom: "-20%",
-          right: "-10%",
-          width: "50%",
-          height: "60%",
-          background: "radial-gradient(circle, rgba(236,72,153,0.15) 0%, rgba(0,0,0,0) 70%)",
+          bottom: "-15%",
+          right: "-8%",
+          width: "45%",
+          height: "55%",
+          background: "radial-gradient(circle, rgba(236,72,153,0.1) 0%, transparent 70%)",
          zIndex: 0,
        },
      }}
    >
-      <Container maxWidth="lg" sx={{ position: "relative", zIndex: 1 }}>
-        <Stack
-          spacing={4}
-          alignItems="center"
-          textAlign="center"
+      <Container maxWidth="lg" sx={{ position: "relative", zIndex: 1, flex: 1, display: "flex", flexDirection: "column", justifyContent: "center", py: 6 }}>
+        <Box
          sx={{
-            p: { xs: 4, md: 8 },
-            backdropFilter: "blur(20px)",
-            backgroundColor: (theme) => 
-               theme.palette.mode === "dark" ? "rgba(255, 255, 255, 0.03)" : "rgba(255, 255, 255, 0.6)",
-            border: "1px solid",
-            borderColor: "divider",
-            borderRadius: 4,
-            boxShadow: (theme) =>
-              theme.palette.mode === "dark"
-                ? "0 8px 32px 0 rgba(0, 0, 0, 0.37)"
-                : "0 8px 32px 0 rgba(31, 38, 135, 0.07)",
+            textAlign: "center",
+            mb: 6,
          }}
        >
          <Typography
            variant="h1"
            sx={{
              fontWeight: 800,
-              fontSize: { xs: "3rem", md: "5rem" },
-              background: "linear-gradient(45deg, #6366f1 30%, #ec4899 90%)",
+              fontSize: { xs: "2.5rem", sm: "3.5rem", md: "5rem" },
+              background: "linear-gradient(135deg, #6366f1 0%, #ec4899 50%, #f59e0b 100%)",
              WebkitBackgroundClip: "text",
              WebkitTextFillColor: "transparent",
+              letterSpacing: "-0.03em",
              mb: 2,
            }}
          >
@@ -72,14 +182,20 @@ export default function Home() {
          </Typography>

          <Typography
-            variant="h5"
+            variant="h6"
            color="text.secondary"
-            sx={{ maxWidth: "600px", lineHeight: 1.6 }}
+            sx={{
+              maxWidth: 580,
+              mx: "auto",
+              lineHeight: 1.7,
+              fontWeight: 400,
+              fontSize: { xs: "1rem", md: "1.15rem" },
+            }}
          >
-            Your intelligent, extensible financial ledger. Control accounts, manage transactions, and track your data dynamically with our OpenAPI-driven architecture.
+            Your intelligent, extensible financial ledger. Import transactions, generate reports, and stay on top of your cashflow.
          </Typography>

-          <Box mt={4}>
+          <Box sx={{ mt: 4, display: "flex", gap: 2, justifyContent: "center", flexWrap: "wrap" }}>
            <Button
              variant="contained"
              size="large"
@@ -87,21 +203,44 @@ export default function Home() {
              onClick={() => navigate("/dashboard")}
              sx={{
                px: 4,
-                py: 1.5,
+                py: 1.4,
                borderRadius: "50px",
-                fontWeight: "bold",
-                background: "linear-gradient(45deg, #6366f1 30%, #ec4899 90%)",
-                transition: "transform 0.2s ease-in-out, box-shadow 0.2s",
+                fontWeight: 700,
+                background: "linear-gradient(135deg, #6366f1 0%, #ec4899 100%)",
+                transition: "transform 0.2s ease, box-shadow 0.2s",
                "&:hover": {
-                  transform: "translateY(-3px)",
-                  boxShadow: "0 8px 20px rgba(236,72,153,0.4)",
+                  transform: "translateY(-2px)",
+                  boxShadow: `0 8px 24px ${alpha(theme.palette.primary.main, 0.35)}`,
                },
              }}
            >
              Enter Dashboard
            </Button>
+            <Button
+              variant="outlined"
+              size="large"
+              onClick={() => navigate("/fetch-requests")}
+              sx={{
+                px: 4,
+                py: 1.4,
+                borderRadius: "50px",
+                fontWeight: 600,
+                borderWidth: 2,
+                "&:hover": { borderWidth: 2 },
+              }}
+            >
+              Import Data
+            </Button>
          </Box>
-        </Stack>
+        </Box>
+
+        <Grid container spacing={3}>
+          {features.map((f) => (
+            <Grid key={f.title} size={{ xs: 12, sm: 6, md: 3 }}>
+              <FeatureCard {...f} />
+            </Grid>
+          ))}
+        </Grid>
      </Container>
    </Box>
  );
--- a/src/ReportSnapshots.tsx
+++ b/src/ReportSnapshots.tsx
@@ -0,0 +1,271 @@
+import * as React from "react";
+import {
+  Box,
+  Container,
+  Paper,
+  Typography,
+  TextField,
+  Button,
+  Table,
+  TableBody,
+  TableCell,
+  TableContainer,
+  TableHead,
+  TableRow,
+  IconButton,
+  CircularProgress,
+  Alert,
+  Snackbar,
+  Dialog,
+  DialogTitle,
+  DialogContent,
+  DialogContentText,
+  DialogActions,
+  Switch,
+  FormControlLabel,
+  Chip,
+} from "@mui/material";
+import DeleteIcon from "@mui/icons-material/Delete";
+import AddCircleIcon from "@mui/icons-material/AddCircle";
+import RefreshIcon from "@mui/icons-material/Refresh";
+import {
+  useReportSnapshotsList,
+  useCreateSnapshot,
+  useDeleteSnapshot,
+} from "./features/report-snapshots";
+import type { ReportSnapshot } from "./features/report-snapshots";
+
+function formatDate(iso: string) {
+  const d = new Date(iso);
+  return d.toLocaleString();
+}
+
+export default function ReportSnapshots() {
+  const [accounts, setAccounts] = React.useState("");
+  const [ignoreSelf, setIgnoreSelf] = React.useState(false);
+  const [startDate, setStartDate] = React.useState("");
+  const [endDate, setEndDate] = React.useState("");
+  const [minAmount, setMinAmount] = React.useState("");
+  const [maxAmount, setMaxAmount] = React.useState("");
+  const [snackbar, setSnackbar] = React.useState<{ message: string; severity: "success" | "error" } | null>(null);
+  const [deleteTarget, setDeleteTarget] = React.useState<ReportSnapshot | null>(null);
+  const [createdSnapshotId, setCreatedSnapshotId] = React.useState<string | null>(null);
+
+  const { data: listData, isLoading, isFetching, refetch } = useReportSnapshotsList();
+  const createMutation = useCreateSnapshot();
+  const deleteMutation = useDeleteSnapshot();
+
+  const snapshots = listData?.data ?? [];
+
+  const handleCreate = async () => {
+    try {
+      const result = await createMutation.mutateAsync({
+        accounts: accounts.trim() ? accounts.split(",").map((s) => s.trim()).filter(Boolean) : null,
+        ignore_self: ignoreSelf || null,
+        start_date: startDate ? new Date(startDate).toISOString() : null,
+        end_date: endDate ? new Date(endDate).toISOString() : null,
+        min_amount: minAmount ? parseFloat(minAmount) : null,
+        max_amount: maxAmount ? parseFloat(maxAmount) : null,
+      });
+      const snapshotId = (result as any)?.snapshot_id;
+      if (snapshotId) {
+        setCreatedSnapshotId(snapshotId);
+        setSnackbar({ message: `Snapshot created: ${snapshotId}`, severity: "success" });
+      } else {
+        setSnackbar({ message: "Snapshot created", severity: "success" });
+      }
+      resetForm();
+    } catch (err: any) {
+      setSnackbar({ message: err?.response?.data?.detail || "Failed to create snapshot", severity: "error" });
+    }
+  };
+
+  const resetForm = () => {
+    setAccounts("");
+    setIgnoreSelf(false);
+    setStartDate("");
+    setEndDate("");
+    setMinAmount("");
+    setMaxAmount("");
+  };
+
+  const handleDelete = async () => {
+    if (!deleteTarget) return;
+    try {
+      await deleteMutation.mutateAsync(deleteTarget.snapshot_id);
+      setSnackbar({ message: "Snapshot deleted", severity: "success" });
+    } catch {
+      setSnackbar({ message: "Failed to delete snapshot", severity: "error" });
+    }
+    setDeleteTarget(null);
+  };
+
+  return (
+    <Container sx={{ mt: 4, mb: 4 }}>
+      <Typography variant="h5" fontWeight="bold" gutterBottom>
+        Report Snapshots
+      </Typography>
+
+      <Paper sx={{ p: 3, mb: 4, borderRadius: 4 }} variant="outlined">
+        <Typography variant="subtitle1" fontWeight={600} gutterBottom>
+          Generate New Snapshot
+        </Typography>
+
+        <Box sx={{ display: "flex", flexDirection: "column", gap: 2 }}>
+          <TextField
+            label="Accounts"
+            value={accounts}
+            onChange={(e) => setAccounts(e.target.value)}
+            size="small"
+            helperText="Comma-separated account IDs (leave empty for all)"
+          />
+
+          <FormControlLabel
+            control={<Switch checked={ignoreSelf} onChange={(e) => setIgnoreSelf(e.target.checked)} />}
+            label="Ignore self-transfers"
+          />
+
+          <Box sx={{ display: "flex", gap: 2 }}>
+            <TextField
+              label="Start Date"
+              type="datetime-local"
+              value={startDate}
+              onChange={(e) => setStartDate(e.target.value)}
+              size="small"
+              InputLabelProps={{ shrink: true }}
+              sx={{ flex: 1 }}
+            />
+            <TextField
+              label="End Date"
+              type="datetime-local"
+              value={endDate}
+              onChange={(e) => setEndDate(e.target.value)}
+              size="small"
+              InputLabelProps={{ shrink: true }}
+              sx={{ flex: 1 }}
+            />
+          </Box>
+
+          <Box sx={{ display: "flex", gap: 2 }}>
+            <TextField
+              label="Min Amount"
+              type="number"
+              value={minAmount}
+              onChange={(e) => setMinAmount(e.target.value)}
+              size="small"
+              sx={{ flex: 1 }}
+            />
+            <TextField
+              label="Max Amount"
+              type="number"
+              value={maxAmount}
+              onChange={(e) => setMaxAmount(e.target.value)}
+              size="small"
+              sx={{ flex: 1 }}
+            />
+          </Box>
+
+          <Button
+            variant="contained"
+            startIcon={<AddCircleIcon />}
+            onClick={handleCreate}
+            disabled={createMutation.isPending}
+          >
+            {createMutation.isPending ? "Generating..." : "Generate Snapshot"}
+          </Button>
+
+          {createdSnapshotId && (
+            <Alert severity="success" onClose={() => setCreatedSnapshotId(null)}>
+              Snapshot created: <strong>{createdSnapshotId}</strong>. Use it in the Dashboard snapshot selector.
+            </Alert>
+          )}
+        </Box>
+      </Paper>
+
+      <Paper sx={{ borderRadius: 4 }} variant="outlined">
+        <Box sx={{ display: "flex", alignItems: "center", justifyContent: "space-between", p: 2, pb: 0 }}>
+          <Typography variant="subtitle1" fontWeight={600}>
+            Existing Snapshots
+          </Typography>
+          <IconButton onClick={() => refetch()} disabled={isFetching}>
+            <RefreshIcon />
+          </IconButton>
+        </Box>
+
+        {isLoading ? (
+          <Box sx={{ display: "flex", justifyContent: "center", p: 4 }}>
+            <CircularProgress />
+          </Box>
+        ) : snapshots.length === 0 ? (
+          <Box sx={{ p: 4, textAlign: "center", color: "text.secondary" }}>
+            No snapshots yet
+          </Box>
+        ) : (
+          <TableContainer>
+            <Table size="small">
+              <TableHead>
+                <TableRow>
+                  <TableCell>Snapshot ID</TableCell>
+                  <TableCell>Created</TableCell>
+                  <TableCell>Query</TableCell>
+                  <TableCell align="right">Actions</TableCell>
+                </TableRow>
+              </TableHead>
+              <TableBody>
+                {snapshots.map((snap: ReportSnapshot) => (
+                  <TableRow key={snap.id}>
+                    <TableCell sx={{ fontFamily: "monospace", fontSize: "0.8rem" }}>
+                      {snap.snapshot_id.slice(0, 12)}...
+                    </TableCell>
+                    <TableCell>{formatDate(snap.created_at)}</TableCell>
+                    <TableCell>
+                      {snap.query ? (
+                        <Box sx={{ display: "flex", gap: 0.5, flexWrap: "wrap" }}>
+                          {snap.query.accounts && <Chip label={`${snap.query.accounts.length} account(s)`} size="small" variant="outlined" />}
+                          {snap.query.ignore_self && <Chip label="ignore_self" size="small" variant="outlined" />}
+                          {snap.query.start_date && <Chip label="start" size="small" variant="outlined" />}
+                          {snap.query.end_date && <Chip label="end" size="small" variant="outlined" />}
+                        </Box>
+                      ) : (
+                        <Typography variant="body2" color="text.secondary">—</Typography>
+                      )}
+                    </TableCell>
+                    <TableCell align="right">
+                      <IconButton size="small" onClick={() => setDeleteTarget(snap)}>
+                        <DeleteIcon fontSize="small" />
+                      </IconButton>
+                    </TableCell>
+                  </TableRow>
+                ))}
+              </TableBody>
+            </Table>
+          </TableContainer>
+        )}
+      </Paper>
+
+      <Snackbar
+        open={!!snackbar}
+        autoHideDuration={4000}
+        onClose={() => setSnackbar(null)}
+        anchorOrigin={{ vertical: "bottom", horizontal: "center" }}
+      >
+        {snackbar ? <Alert severity={snackbar.severity} onClose={() => setSnackbar(null)}>{snackbar.message}</Alert> : undefined}
+      </Snackbar>
+
+      <Dialog open={!!deleteTarget} onClose={() => setDeleteTarget(null)}>
+        <DialogTitle>Delete Snapshot?</DialogTitle>
+        <DialogContent>
+          <DialogContentText>
+            This will permanently delete the report snapshot.
+          </DialogContentText>
+        </DialogContent>
+        <DialogActions>
+          <Button onClick={() => setDeleteTarget(null)}>Cancel</Button>
+          <Button onClick={handleDelete} color="error" disabled={deleteMutation.isPending}>
+            {deleteMutation.isPending ? "Deleting..." : "Delete"}
+          </Button>
+        </DialogActions>
+      </Dialog>
+    </Container>
+  );
+}
--- a/src/components/Dashboard/Dashboard.models.ts
+++ b/src/components/Dashboard/Dashboard.models.ts
@@ -1,53 +1,61 @@
 import * as React from "react";
+import {
+  ReportData,
+  GroupKey,
+} from "../../features/report";

-export type DashboardMode = "expense" | "income";
+export type DashboardFlow = "outflows" | "inflows";
 export type DashboardPeriodType = "rolling" | "calendar";
 export type DashboardSelectedPeriodId = string | null;

 export interface DashboardState {
-  mode: DashboardMode;
+  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;
-  summary?: string;
+  title: string;
  component: React.ComponentType<any>;
-  dataKey: string;
+  summary?: string;
  settings?: Record<string, any>;
-  isList?: boolean;
-  style?: {
-    size?: number;
-    [key: string]: any;
-  };
-}
-
-export interface ColorDefinition {
-  primary: string;
-  background?: string;
-  text?: string;
-}
-
-export interface ThemeAwarePalette {
-  light: ColorDefinition;
-  dark: ColorDefinition;
 }

 export interface DashboardConfig {
  sections: DashboardSection[];
-  style?: {
-    palette?: Record<DashboardMode, ThemeAwarePalette>;
-  };
 }

-export interface DashboardProps {
+export interface DashboardViewProps {
  config: DashboardConfig;
-  data: any;
-  toggleMode: () => void;
-  togglePeriodType: () => void;
-  setSelectedPeriodId: (id: string | null) => void;
-  toggleComparison: () => void;
+  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;
 }
--- a/src/components/Dashboard/Dashboard.tsx
+++ b/src/components/Dashboard/Dashboard.tsx
@@ -1,49 +0,0 @@
-import * as React from "react";
-import DashboardView from "./Dashboard.view";
-import { DashboardProps, DashboardState } from "./Dashboard.models";
-
-export default function Dashboard(props: DashboardProps) {
-  const [state, setState] = React.useState<DashboardState>({
-    mode: "expense",
-    periodType: "rolling",
-    selectedPeriodId: null,
-    comparison: false,
-  });
-
-  const toggleMode = () => {
-    setState(prev => ({
-      ...prev,
-      mode: prev.mode === "expense" ? "income" : "expense",
-    }));
-  };
-
-  const togglePeriodType = () => {
-    setState(prev => ({
-      ...prev,
-      periodType: prev.periodType === "rolling" ? "calendar" : "rolling",
-    }));
-  };
-
-  const toggleComparison = () => {
-    setState(prev => ({
-      ...prev,
-      comparison: !prev.comparison,
-    }));
-  };
-
-  const setSelectedPeriodId = (selectedPeriodId: typeof state.selectedPeriodId) => {
-    setState(prev => ({ ...prev, selectedPeriodId }));
-  };
-
-  return (
-    <DashboardView
-      {...props}
-      state={state}
-      setState={setState}
-      toggleMode={toggleMode}
-      togglePeriodType={togglePeriodType}
-      toggleComparison={toggleComparison}
-      setSelectedPeriodId={setSelectedPeriodId}
-    />
-  );
-}
--- a/src/components/Dashboard/Dashboard.view.tsx
+++ b/src/components/Dashboard/Dashboard.view.tsx
@@ -3,88 +3,80 @@ import {
  Box,
  Container,
  Grid,
-  Typography,
  ToggleButton,
-  ToggleButtonGroup
+  ToggleButtonGroup,
+  Button
 } from "@mui/material";
 import { useTheme, alpha } from "@mui/material/styles";
-import { DashboardProps, DashboardState } from "./Dashboard.models";
-
-interface ViewProps extends DashboardProps {
-  state: DashboardState;
-  setState: React.Dispatch<React.SetStateAction<DashboardState>>;
-}
+import { DashboardViewProps } from "./Dashboard.models";

 export default function DashboardView({
  config,
  data,
  state,
-  setState,
-  toggleMode,
-  togglePeriodType,
-  toggleComparison,
-  setSelectedPeriodId,
-}: ViewProps) {
+  stateSetters,
+  isFetching,
+}: DashboardViewProps) {
  const theme = useTheme();
-  const themeMode = theme.palette.mode;
-  const { mode, periodType, comparison, selectedPeriodId } = state;

-  // Resolve colors with fallbacks
-  const colors = React.useMemo(() => {
-    const palette = config.style?.palette?.[mode];
-    const modeColors = palette ? palette[themeMode] : null;
+  const {
+    flow,
+    selectedGroupKey,
+  } = state;

-    if (modeColors) {
-      return {
-        primary: modeColors.primary,
-        light: modeColors.background || alpha(modeColors.primary, 0.1),
-        text: modeColors.text || (themeMode === 'light' ? theme.palette.text.primary : '#fff')
-      };
-    }
-
-    // Fallback to standard theme colors
-    const themeColor = mode === 'expense' ? theme.palette.error : theme.palette.success;
-    return {
-      primary: themeColor.main,
-      light: alpha(themeColor.main, themeMode === 'light' ? 0.08 : 0.15),
-      text: themeColor.main
-    };
-  }, [config.style?.palette, mode, themeMode, theme.palette]);
+  const colorScheme = flow === "outflows" ? theme.palette.flows.outflows : theme.palette.flows.inflows;

  return (
    <Container
      sx={{
        mt: 4,
        mb: 4,
-        background: `linear-gradient(180deg, ${colors.light} 0%, transparent 100%)`,
+        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'
+        transition: "background 0.3s ease",
+      }}
+    >
+      <Box
+        sx={{
+          display: "flex",
+          flexDirection: "column",
+          alignItems: "center",
+          mb: 3,
        }}
      >
-      <Box sx={{ display: "flex", justifyContent: "center", mb: 3 }}>
        <ToggleButtonGroup
-          value={mode}
+          value={flow}
          exclusive
-          onChange={toggleMode}
+          onChange={stateSetters.toggleFlow}
          sx={{
            borderRadius: 3,
            overflow: "hidden",
            "& .MuiToggleButton-root": {
              px: 3,
              textTransform: "none",
-              color: "text.secondary"
+              color: "text.secondary",
            },
            "&.Mui-selected": {
-              bgcolor: colors.primary,
+              bgcolor: colorScheme.primary,
              color: "white",
-              borderColor: colors.primary
+              borderColor: colorScheme.primary,
            },
          }}
        >
-          <ToggleButton value="expense">Expenses</ToggleButton>
-          <ToggleButton value="income">Income</ToggleButton>
+          <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}>
@@ -92,73 +84,19 @@ export default function DashboardView({
          const Component = section.component;

          return (
-            <Grid key={section.id} size={section.style?.size || 12 as any}>
-              {section.title && !section.isList && (
-                <Box sx={{ mb: 2 }}>
-                  <Typography variant="h6" fontWeight={700}>
-                    {section.title}
-                  </Typography>
-                </Box>
-              )}
-
-              {section.isList ? (
-                <Box>
-                  {section.title && (
-                    <Box sx={{ mb: 2 }}>
-                      <Typography variant="h6" fontWeight={700}>
-                        {section.title}
-                      </Typography>
-                    </Box>
-                  )}
-                  <Grid container spacing={2}>
-                    {(data[section.dataKey || ""] || []).map((item: any, idx: number) => (
-                      <Grid key={idx} size={{ xs: 12, sm: 6, md: 2.4 }}>
+            <Grid key={section.id} size={12}>
              <Component
-                          {...section.settings}
-                          header={item.payeeName || item.name}
-                          progressAmount={item.amount}
-                          totalAmount={data.totalAmount}
-                          accentColor={colors.primary}
-                          colorScheme={colors}
+                {...section}

-                          // State management
-                          mode={mode}
+                reportData={data}

-                          periodType={periodType}
-                          comparison={comparison}
-                          selectedPeriodId={selectedPeriodId}
+                state={state}
+                stateSetters={stateSetters}
+                isFetching={isFetching}

-                          togglePeriodType={togglePeriodType}
-                          toggleComparison={toggleComparison}
-                          setSelectedPeriodId={setSelectedPeriodId}
+                colorScheme={colorScheme}
              />
            </Grid>
-                    ))}
-                  </Grid>
-                </Box>
-              ) : (
-                <Component
-                  {...section.settings}
-                  header={section.title}
-                  summary={section.summary}
-                  data={data[mode][section.dataKey]}
-                  title={section.title}
-                  accentColor={colors.primary}
-                  colorScheme={colors}
-
-                  // State management
-                  mode={mode}
-
-                  periodType={periodType}
-                  comparison={comparison}
-                  selectedPeriodId={selectedPeriodId}
-
-                  togglePeriodType={togglePeriodType}
-                  toggleComparison={toggleComparison}
-                  setSelectedPeriodId={setSelectedPeriodId}
-                />
-              )}
-            </Grid>
          );
        })}
      </Grid>
--- a/src/components/Dashboard/index.ts
+++ b/src/components/Dashboard/index.ts
@@ -1,2 +1,2 @@
-export { default } from "./Dashboard";
+export { default } from "./Dashboard.view";
 export * from "./Dashboard.models";
--- a/src/components/HistoryChart/HistoryChart.adapter.ts
+++ b/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;
+}
--- a/src/components/HistoryChart/HistoryChart.models.ts
+++ b/src/components/HistoryChart/HistoryChart.models.ts
@@ -1,11 +1,6 @@
-import {
-  DashboardMode,
-  DashboardPeriodType,
-  DashboardSelectedPeriodId
-} from "../Dashboard";
-
 export interface _ChartDataPoint {
  id: string;
+  label: string;
  amount: number;
  highlighted?: boolean;
 }
@@ -13,33 +8,3 @@ export interface _ChartDataPoint {
 export interface ChartDataPoint extends _ChartDataPoint {
  compare?: _ChartDataPoint;
 }
-
-export interface ChartData {
-  weekly?: Record<string, ChartDataPoint[]>;
-  monthly?: Record<string, ChartDataPoint[]>;
-  // yearly?: Record<string, ChartDataPoint[]>;
-  // fyly?: Record<string, ChartDataPoint[]>;
-  // full?: Record<string, ChartDataPoint[]>;
-}
-
-export interface HistoryChartProps {
-  header: string;
-  summary?: string;
-  tabs: string[];
-  data: ChartData;
-  colorScheme: {
-    primary: string;
-    light: string;
-    text: string;
-  };
-
-  // State management
-  mode: DashboardMode;
-  periodType: DashboardPeriodType;
-  selectedPeriodId: DashboardSelectedPeriodId;
-  comparison: boolean;
-
-  togglePeriodType: () => void;
-  setSelectedPeriodId: (id: string | null) => void;
-  toggleComparison: () => void;
-}
--- a/src/components/HistoryChart/HistoryChart.props.ts
+++ b/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;
+}
--- a/src/components/HistoryChart/HistoryChart.tsx
+++ b/src/components/HistoryChart/HistoryChart.tsx
@@ -1,45 +1,84 @@
 import * as React from "react";
-import { ChartDataPoint, HistoryChartProps, ChartData } from "./HistoryChart.models";
 import HistoryChartView from "./HistoryChart.view";
+import { buildChartData, tabToKey } from "./HistoryChart.adapter";
+import { HistoryChartProps } from "./HistoryChart.props";
+

 export default function HistoryChart(props: HistoryChartProps) {
-  const { tabs, data, mode, periodType, comparison } = props;
+  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 = activeTab.toLowerCase() as keyof ChartData;
+  const activeDataKey = tabToKey(activeTab);

-  let rawData: ChartDataPoint[] = [];
-
-  const section = data[activeDataKey];
-  rawData = section?.[periodType] || [];
-
-  const currentData = rawData;
+  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?.amount ?? 0] : [d.amount]
+            comparison
+              ? [d.amount, ...(d.compare ? [d.compare.amount] : [])]
+              : [d.amount]
          ),
          1
        )
      : 1;

-  const visibleCountMap = { daily: 7, weekly: 6, monthly: 4 };
-  // const visibleCountMap = { daily: 7, weekly: 6, monthly: 4, yearly: 4, fyly: 4, full: 4 };
-  const visibleCount = visibleCountMap[activeDataKey];
+  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));
+  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}
@@ -49,7 +88,7 @@ export default function HistoryChart(props: HistoryChartProps) {
      visibleData={visibleData}
      maxAmount={maxAmount}
      visibleCount={visibleCount}
-      startIndex={startIndex}
+      startIndex={clampedStartIndex}
      setStartIndex={setStartIndex}
      activeDataKey={activeDataKey}
    />
--- a/src/components/HistoryChart/HistoryChart.utils.ts
+++ b/src/components/HistoryChart/HistoryChart.utils.ts
@@ -25,19 +25,3 @@ export const formatDisplay = (

  return `₹ ${formatShort(base)} (${sign}${formatShort(Math.abs(diff))})`;
 };
-
-export const formatLabel = (label: string, type: string) => {
-  if (type === "monthly") return label;
-
-  if (type === "weekly") {
-    const parts = label.split(" - ");
-    if (parts.length === 2) {
-      const [start, end] = parts;
-      const startDay = start.split(" ")[0];
-      const [endDay, month] = end.split(" ");
-      return `${startDay}–${endDay} ${month}`;
-    }
-  }
-
-  return label;
-};
--- a/src/components/HistoryChart/HistoryChart.view.tsx
+++ b/src/components/HistoryChart/HistoryChart.view.tsx
@@ -11,41 +11,21 @@ import IconButton from "@mui/material/IconButton";
 import ChevronLeftIcon from "@mui/icons-material/ChevronLeft";
 import ChevronRightIcon from "@mui/icons-material/ChevronRight";
 import {
-  ChartDataPoint,
-  HistoryChartProps,
-} from "./HistoryChart.models";
-import { formatDisplay, formatLabel } from "./HistoryChart.utils";
+  HistoryChartViewProps,
+} from "./HistoryChart.props";
+import { formatDisplay } from "./HistoryChart.utils";

-interface ViewProps extends HistoryChartProps {
-  activeTab: string;
-  setActiveTab: (v: string) => void;
-  currentData: ChartDataPoint[];
-  visibleData: ChartDataPoint[];
-  maxAmount: number;
-  visibleCount: number;
-  startIndex: number;
-  setStartIndex: React.Dispatch<React.SetStateAction<number>>;
-  activeDataKey: string;
-}
-
-export default function HistoryChartView(props: ViewProps) {
-  const {
-    header,
+export default function HistoryChartView({
+  title,
  summary,
-    tabs,
+  settings,
+
+  state,
+  stateSetters,
+  isFetching,
+
  colorScheme,

-    // State management
-    mode,
-    periodType,
-    selectedPeriodId,
-    comparison,
-
-    togglePeriodType,
-    setSelectedPeriodId,
-    toggleComparison,
-
-    // HistoryChart state management
  activeTab,
  setActiveTab,
  currentData,
@@ -55,24 +35,36 @@ export default function HistoryChartView(props: ViewProps) {
  startIndex,
  setStartIndex,
  activeDataKey,
-  } = props;
+}: 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 = startIndex > 0;
-  const canGoRight = startIndex + visibleCount < currentData.length;
+  const canGoLeft = clampedStartIndex > 0;
+  const canGoRight = clampedStartIndex < maxStartIndex;

  const handlePrev = () => {
-    if (canGoLeft) setStartIndex((prev) => prev - visibleCount);
+    if (!canGoLeft) return;
+    setStartIndex((prev) => Math.max(prev - visibleCount, 0));
  };

  const handleNext = () => {
-    if (canGoRight) setStartIndex((prev) => prev + visibleCount);
+    if (!canGoRight) return;
+    setStartIndex((prev) => {
+      const next = prev + visibleCount;
+      return Math.min(next, maxStartIndex);
+    });
  };

  return (
@@ -84,12 +76,14 @@ export default function HistoryChartView(props: ViewProps) {
        boxShadow: "none",
        border: "1px solid",
        borderColor: "divider",
-        bgcolor: isDark ? "background.paper" : colorScheme.light,
-        transition: 'background-color 0.3s ease, border-color 0.3s ease'
+        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 sx={{ color: isDark ? 'text.primary' : colorScheme.text }}>
-        {header}
+      <Typography variant="h6" fontWeight={700} gutterBottom>
+        {title}
      </Typography>

      {summary && (
@@ -99,19 +93,17 @@ export default function HistoryChartView(props: ViewProps) {
      )}

      <ToggleButtonGroup value={activeTab} exclusive onChange={handleTabChange} fullWidth sx={{ mb: 4 }}>
-        {tabs.map((tab) => (
+        {settings.tabs.map((tab) => (
          <ToggleButton key={tab} value={tab}>
            {tab}
          </ToggleButton>
        ))}
      </ToggleButtonGroup>

-      <Box sx={{ display: "flex", alignItems: "center", justifyContent: "space-between", mb: 3 }}>
+      <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" disabled={activeDataKey === "daily"}>
-            Calendar
-          </ToggleButton>
+          <ToggleButton value="calendar">Calendar</ToggleButton>
        </ToggleButtonGroup>

        <ToggleButton
@@ -119,22 +111,6 @@ export default function HistoryChartView(props: ViewProps) {
          selected={comparison}
          onChange={toggleComparison}
          size="small"
-          sx={{
-            textTransform: "none",
-            borderRadius: 2,
-            px: 2,
-            color: "text.secondary",
-            border: "1px solid",
-            borderColor: "divider",
-            "&.Mui-selected": {
-              color: "white",
-              bgcolor: "success.main",
-              borderColor: "success.main"
-            },
-            "&.Mui-selected:hover": {
-              bgcolor: "success.dark"
-            }
-          }}
        >
          Compare
        </ToggleButton>
@@ -143,19 +119,7 @@ export default function HistoryChartView(props: ViewProps) {
      {currentData.length > 0 ? (
        <Box sx={{ position: "relative", mt: 4 }}>
          {canGoLeft && (
-            <IconButton
-              onClick={handlePrev}
-              size="small"
-              sx={{
-                position: "absolute",
-                left: 0,
-                top: "50%",
-                transform: "translateY(-50%)",
-                zIndex: 2,
-                bgcolor: "background.paper",
-                boxShadow: 1
-              }}
-            >
+            <IconButton onClick={handlePrev} size="small" sx={{ position: "absolute", left: 0, top: "50%" }}>
              <ChevronLeftIcon fontSize="small" />
            </IconButton>
          )}
@@ -166,92 +130,67 @@ export default function HistoryChartView(props: ViewProps) {
              const compareHeight = comparison
                ? ((point.compare?.amount ?? 0) / maxAmount) * 100
                : 0;
-              const labelHeight = Math.max(currentHeight, compareHeight);
+
              const isSelected = selectedPeriodId === point.id;
-              const display = formatDisplay(point, activeTab.toLowerCase(), comparison);
+              const display = formatDisplay(point, activeDataKey, comparison);

              return (
                <Box
                  key={point.id}
-                  onClick={() => setSelectedPeriodId(isSelected ? null : point.id)}
+                  onClick={() =>
+                    setSelectedPeriodId(isSelected ? null : point.id)
+                  }
                  sx={{
                    flex: 1,
                    display: "flex",
                    flexDirection: "column",
                    alignItems: "center",
-                    justifyContent: "flex-end",
-                    height: "100%",
-                    cursor: "pointer"
+                    cursor: "pointer",
+                    height: "100%"
                  }}
                >
-                  <Box sx={{ display: "flex", alignItems: "flex-end", gap: comparison ? 1 : 0.5, height: "100%", position: "relative" }}>
-                    <Typography
-                      variant="caption"
-                      sx={{
-                        position: "absolute",
-                        bottom: `${labelHeight}%`,
-                        left: "50%",
-                        transform: "translate(-50%, -6px)",
-                        fontSize: "0.65rem",
-                        whiteSpace: "nowrap",
-                        pointerEvents: "none",
-                        color: 'text.secondary',
-                        fontWeight: 600
-                      }}
-                    >
-                      {isSelected ? `SELECTED: ${display}` : display}
-                    </Typography>
-
+                  <Box sx={{ display: "flex", alignItems: "flex-end", gap: 1, height: "100%" }}>
                    {comparison && (
-                      <Box sx={{ width: 8, height: `${compareHeight}%`, bgcolor: isDark ? alpha(colorScheme.primary, 0.3) : alpha(colorScheme.primary, 0.4), borderRadius: '4px 4px 0 0' }} />
+                      <Box
+                        sx={{
+                          width: 8,
+                          height: `${compareHeight}%`,
+                          bgcolor: alpha(colorScheme.primary, 0.4),
+                          borderRadius: "4px 4px 0 0"
+                        }}
+                      />
                    )}

                    <Box
                      sx={{
-                        width: comparison ? 10 : 16,
+                        width: 12,
                        height: `${currentHeight}%`,
-                        bgcolor: point.highlighted ? colorScheme.primary : isDark ? alpha(colorScheme.primary, 0.8) : alpha(colorScheme.primary, 0.9),
-                        borderRadius: '4px 4px 0 0',
-                        boxShadow: point.highlighted ? `0 0 10px ${alpha(colorScheme.primary, 0.5)}` : 'none'
+                        bgcolor: isSelected ? "warning.main" : colorScheme.primary,
+                        borderRadius: "4px 4px 0 0"
                      }}
                    />
                  </Box>

-                  <Box sx={{ mt: 1.5, textAlign: "center", display: "flex", flexDirection: "column", alignItems: "center", lineHeight: 1.1 }}>
-                    <Typography variant="caption" sx={{ fontSize: "0.7rem", opacity: 0.8, color: 'text.primary', fontWeight: 500 }}>
-                      {formatLabel(point.id, activeDataKey)}
+                  <Typography variant="caption">
+                    {point.label}
                  </Typography>

-                    <Typography
-                      variant="caption"
-                      sx={{
-                        fontSize: "0.65rem",
-                        color: "text.disabled",
-                        visibility: comparison && point.compare && activeDataKey !== "daily" ? "visible" : "hidden"
-                      }}
-                    >
-                      {point.compare ? formatLabel(point.compare.id, activeDataKey) : "placeholder"}
+                  {comparison && point.compare && (
+                    <Typography variant="caption" color="text.secondary">
+                      {point.compare.label}
+                    </Typography>
+                  )}
+
+                  <Typography variant="caption">
+                    {display}
                  </Typography>
-                  </Box>
                </Box>
              );
            })}
          </Box>

          {canGoRight && (
-            <IconButton
-              onClick={handleNext}
-              size="small"
-              sx={{
-                position: "absolute",
-                right: 0,
-                top: "50%",
-                transform: "translateY(-50%)",
-                zIndex: 2,
-                bgcolor: "background.paper",
-                boxShadow: 1
-              }}
-            >
+            <IconButton onClick={handleNext} size="small" sx={{ position: "absolute", right: 0, top: "50%" }}>
              <ChevronRightIcon fontSize="small" />
            </IconButton>
          )}
--- a/src/components/LatestItems/LatestItems.adapter.ts
+++ b/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"),
+    }));
+}
--- a/src/components/LatestItems/LatestItems.models.ts
+++ b/src/components/LatestItems/LatestItems.models.ts
@@ -1,18 +1,7 @@
-import * as React from "react";
-
 export interface LatestItem {
  id: string | number;
-  icon: React.ReactNode;
-  iconBgColor?: string;
  title: string;
  subtitle: string;
  amount: string;
  timeAgo: string;
 }
-
-export interface LatestItemsListProps {
-  title?: string;
-  items: LatestItem[];
-  onViewAll?: () => void;
-  accentColor: string;
-}
--- a/src/components/LatestItems/LatestItems.props.ts
+++ b/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;
+}
--- a/src/components/LatestItems/LatestItems.tsx
+++ b/src/components/LatestItems/LatestItems.tsx
@@ -1,112 +1,40 @@
 import * as React from "react";
-import {
-  List,
-  ListItem,
-  ListItemAvatar,
-  ListItemText,
-  Avatar,
-  Typography,
-  Box,
-  Button,
-} from "@mui/material";
+import { buildLatestItems } from "./LatestItems.adapter";
+import LatestItemsView from "./LatestItems.view";
+import { LatestItemsProps } from "./LatestItems.props";

-export interface LatestItem {
-  id: string | number;
-  icon: React.ReactNode;
-  iconBgColor?: string;
-  title: string;
-  subtitle: string;
-  amount: string;
-  timeAgo: string;
-}
+export default function LatestItems(props: LatestItemsProps) {
+  const {
+    reportData,
+    state,
+    stateSetters,
+    isFetching,
+  } = props;

-export interface LatestItemsListProps {
-  title?: string;
-  items: LatestItem[];
-  onViewAll?: () => void;
-  accentColor: any;
-}
+  const { flow, selectedPeriodId, selectedGroupKey } = state;
+  const [visibleCount, setVisibleCount] = React.useState(5);
+
+  // Reset count when flow changes to start clean
+  React.useEffect(() => {
+    setVisibleCount(5);
+  }, [flow]);
+
+  const allItems = React.useMemo(() => {
+    return buildLatestItems(reportData, selectedPeriodId, selectedGroupKey, flow);
+  }, [reportData, selectedPeriodId, selectedGroupKey, flow]);
+
+  const visibleItems = React.useMemo(() => {
+    return allItems.slice(0, visibleCount);
+  }, [allItems, visibleCount]);
+
+  const canExpand = visibleCount < allItems.length;

-export default function LatestItems({
-  title = "Recent Transactions",
-  items,
-  onViewAll,
-  accentColor,
-}: LatestItemsListProps) {
  return (
-    <Box sx={{ width: "100%", bgcolor: "background.paper", borderRadius: 4, p: 2 }}>
-      {/* Header */}
-      <Box sx={{ display: "flex", justifyContent: "space-between", alignItems: "center", mb: 2, px: 2 }}>
-        <Typography variant="h6" fontWeight="bold">
-          {title}
-        </Typography>
-        {onViewAll && (
-          <Button
-            variant="text"
-            color="inherit"
-            size="small"
-            sx={{ textTransform: "none", color: "text.secondary", fontWeight: "medium" }}
-            onClick={onViewAll}
-          >
-            view all
-          </Button>
-        )}
-      </Box>
-
-      {/* List */}
-      <List disablePadding>
-        {items.map((item, index) => (
-          <ListItem
-            key={item.id}
-            sx={{
-              px: { xs: 1, sm: 2 },
-              py: 2,
-              mb: index !== items.length - 1 ? 1 : 0,
-              borderRadius: 3,
-              "&:hover": { bgcolor: "action.hover" },
-              transition: "background-color 0.2s ease",
-            }}
-          >
-            <ListItemAvatar>
-              <Avatar
-                variant="rounded"
-                sx={{
-                  bgcolor: `${accentColor}22`,
-                  color: "inherit",
-                  width: 48,
-                  height: 48,
-                  borderRadius: 3,
-                  mr: 2,
-                }}
-              >
-                {item.icon}
-              </Avatar>
-            </ListItemAvatar>
-            
-            <ListItemText
-              primary={
-                <Typography variant="subtitle1" fontWeight={600} color="text.primary">
-                  {item.title}
-                </Typography>
-              }
-              secondary={
-                <Typography variant="body2" color="text.secondary">
-                  {item.subtitle}
-                </Typography>
-              }
+    <LatestItemsView
+      {...props}
+      items={visibleItems}
+      canExpand={canExpand}
+      onExpand={() => setVisibleCount((prev) => prev + 5)}
    />
-
-            <Box sx={{ textAlign: "right" }}>
-              <Typography variant="subtitle1" fontWeight={700} color="text.primary">
-                {item.amount}
-              </Typography>
-              <Typography variant="caption" color="text.secondary" sx={{ display: 'block', mt: 0.5 }}>
-                {item.timeAgo}
-              </Typography>
-            </Box>
-          </ListItem>
-        ))}
-      </List>
-    </Box>
  );
 }
--- a/src/components/LatestItems/LatestItems.view.tsx
+++ b/src/components/LatestItems/LatestItems.view.tsx
@@ -1,6 +1,93 @@
-import LatestItemsListView from "./LatestItems.view";
-import { LatestItemsListProps } from "./LatestItems.models";
+import * as React from "react";
+import {
+  List,
+  ListItem,
+  ListItemAvatar,
+  ListItemText,
+  Avatar,
+  Typography,
+  Box,
+  IconButton,
+} from "@mui/material";
+import { alpha } from "@mui/material/styles";
+import ExpandMoreIcon from "@mui/icons-material/ExpandMore";
+import { LatestItemsViewProps } from "./LatestItems.props";

-export default function LatestItemsList(props: LatestItemsListProps) {
-  return <LatestItemsListView {...props} />;
+export default function LatestItemsView({
+  items,
+  title,
+  canExpand,
+  onExpand,
+  isFetching,
+  colorScheme,
+}: LatestItemsViewProps) {
+  const accentColor = colorScheme?.primary || "";
+
+  return (
+    <Box sx={{ width: "100%", bgcolor: "background.paper", borderRadius: 4, p: 2, opacity: isFetching ? 0.6 : 1, transition: "opacity 0.3s ease", pointerEvents: isFetching ? "none" : "auto" }}>
+      <Box sx={{ mb: 2, px: 2 }}>
+        <Typography variant="h6" fontWeight="bold">
+          {title}
+        </Typography>
+      </Box>
+
+      <List disablePadding>
+        {items.map((item, index) => (
+          <ListItem
+            key={item.id}
+            sx={{
+              px: { xs: 1, sm: 2 },
+              py: 2,
+              mb: index !== items.length - 1 ? 1 : 0,
+              borderRadius: 3,
+              "&:hover": { bgcolor: "action.hover" },
+            }}
+          >
+            <ListItemAvatar>
+              <Avatar
+                variant="rounded"
+                sx={{
+                  bgcolor: alpha(accentColor, 0.13),
+                  width: 48,
+                  height: 48,
+                  borderRadius: 3,
+                  mr: 2,
+                }}
+              />
+            </ListItemAvatar>
+
+            <ListItemText
+              primary={
+                <Typography variant="subtitle1" fontWeight={600}>
+                  {item.title}
+                </Typography>
+              }
+              secondary={
+                <Typography variant="body2" color="text.secondary">
+                  {item.subtitle}
+                </Typography>
+              }
+            />
+
+            <Box sx={{ textAlign: "right" }}>
+              <Typography variant="subtitle1" fontWeight={700}>
+                {item.amount}
+              </Typography>
+              <Typography variant="caption" color="text.secondary">
+                {item.timeAgo}
+              </Typography>
+            </Box>
+          </ListItem>
+        ))}
+
+        {canExpand && (
+          <Box sx={{ display: "flex", justifyContent: "center", mt: 2 }}>
+            <IconButton size="small" onClick={onExpand}>
+              <ExpandMoreIcon />
+            </IconButton>
+          </Box>
+        )}
+      </List>
+    </Box>
+  );
 }
--- a/src/components/ProgressCard/ProgressCard.models.ts
+++ b/src/components/ProgressCard/ProgressCard.models.ts
@@ -1,8 +0,0 @@
-export interface ProgressCardProps {
-  header: string;
-  summary?: string;
-  progressAmount: number;
-  totalAmount: number;
-  colorTheme?: "primary" | "secondary" | "error" | "info" | "success" | "warning";
-  compact?: boolean;
-}
--- a/src/components/ProgressCard/ProgressCard.props.ts
+++ b/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;
+}
--- a/src/components/ProgressCard/ProgressCard.tsx
+++ b/src/components/ProgressCard/ProgressCard.tsx
@@ -1,23 +0,0 @@
-import * as React from "react";
-import ProgressCardView from "./ProgressCard.view";
-import { ProgressCardProps } from "./ProgressCard.models";
-import { getPercentage, formatCurrency } from "./ProgressCard.utils";
-
-export default function ProgressCard(props: ProgressCardProps) {
-  const { progressAmount, totalAmount, compact = false } = props;
-
-  const percentage = getPercentage(progressAmount, totalAmount);
-  
-  const formattedProgress = formatCurrency(progressAmount);
-  const formattedTotal = formatCurrency(totalAmount);
-
-  return (
-    <ProgressCardView
-      {...props}
-      percentage={percentage}
-      formattedProgress={formattedProgress}
-      formattedTotal={formattedTotal}
-      compact={compact}
-    />
-  );
-}
--- a/src/components/ProgressCard/ProgressCard.utils.ts
+++ b/src/components/ProgressCard/ProgressCard.utils.ts
@@ -1,15 +0,0 @@
-export const getPercentage = (progressAmount: number, totalAmount: number) => {
-  if (!totalAmount) return 0;
-  return Math.min(100, Math.max(0, (progressAmount / totalAmount) * 100));
-};
-
-export const formatCurrency = (val: number) => {
-  const absVal = Math.abs(val);
-  if (absVal >= 100000) {
-    return `₹ ${(val / 100000).toFixed(2)}L`;
-  }
-  if (absVal >= 1000) {
-    return `₹ ${(val / 1000).toFixed(2)}k`;
-  }
-  return `₹ ${val.toFixed(2)}`;
-};
--- a/src/components/ProgressCard/ProgressCard.view.tsx
+++ b/src/components/ProgressCard/ProgressCard.view.tsx
@@ -8,77 +8,79 @@ import {
  linearProgressClasses
 } from "@mui/material";
 import { useTheme, alpha } from "@mui/material/styles";
-import { ProgressCardProps } from "./ProgressCard.models";
-
-interface ViewProps extends ProgressCardProps {
-  percentage: number;
-  formattedProgress: string;
-  formattedTotal: string;
-}
+import { getPercentage, formatCurrency } from "../report.helpers";
+import { ProgressCardViewProps } from "./ProgressCard.props";

 export default function ProgressCardView({
-  header,
-  colorTheme = "info",
-  percentage,
-  formattedProgress,
-  formattedTotal,
-  compact = false,
-}: ViewProps) {
+  title,
+  settings,
+
+  isFetching,
+
+  colorScheme,
+
+  progressAmount,
+  totalAmount,
+  selected,
+  onClick,
+}: ProgressCardViewProps) {
  const theme = useTheme();
-  const isDark = theme.palette.mode === "dark";
+
+  const percentage = getPercentage(progressAmount, totalAmount);
+  const formattedProgress = formatCurrency(progressAmount);
+  const formattedTotal = formatCurrency(totalAmount);

  return (
    <Paper
-      elevation={compact ? 2 : 4}
+      elevation={settings.compact ? 2 : 4}
+      onClick={onClick}
      sx={{
        width: "100%",
-        p: compact ? { xs: 2.5, md: 3 } : { xs: 3, md: 4 },
-        borderRadius: compact ? 3 : 4,
-        background: (theme) => {
-          const baseColor = theme.palette[colorTheme]?.main || theme.palette.primary.main;
-          const lightColor = theme.palette[colorTheme]?.light || theme.palette.primary.light;
-          return isDark
-            ? `linear-gradient(135deg, ${alpha(baseColor, 0.9)} 0%, ${alpha(baseColor, 0.3)} 100%)`
-            : `linear-gradient(135deg, ${baseColor} 0%, ${lightColor} 100%)`;
-        },
-        color: "#fff",
+        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: compact ? "flex-start" : "center",
+        alignItems: settings.compact ? "flex-start" : "center",
        justifyContent: "center",
        position: "relative",
        overflow: "hidden",
-        border: isDark ? "1px solid rgba(255,255,255,0.1)" : "none",
-        boxShadow: (theme) =>
-          `0 ${compact ? 6 : 12}px ${compact ? 12 : 24}px -10px ${
-            isDark
-              ? "rgba(0,0,0,0.5)"
-              : theme.palette[colorTheme]?.main || theme.palette.primary.main
-          }`,
+        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={compact ? "body2" : "subtitle1"} 
+        variant={settings.compact ? "body2" : "subtitle1"}
        fontWeight={700}
        sx={{
          opacity: 0.95,
-          mb: compact ? 1.5 : 2, 
-          width: '100%', 
-          overflow: 'hidden', 
-          textOverflow: 'ellipsis', 
-          whiteSpace: 'nowrap',
+          mb: settings.compact ? 1.5 : 2,
+          width: "100%",
+          overflow: "hidden",
+          textOverflow: "ellipsis",
+          whiteSpace: "nowrap",
          letterSpacing: 0.5,
-          textShadow: isDark ? '0 1px 2px rgba(0,0,0,0.3)' : 'none'
        }}
      >
-        {header}
+        {title}
      </Typography>

-      <Box sx={{ mb: compact ? 2 : 3, width: '100%' }}>
+      <Box sx={{ mb: settings.compact ? 2 : 3, width: "100%" }}>
        <Typography
-          variant={compact ? "h5" : "h3"}
+          variant={settings.compact ? "h5" : "h3"}
          fontWeight={900}
-          sx={{ mb: 0.5, lineHeight: 1.2, textShadow: isDark ? '0 2px 4px rgba(0,0,0,0.3)' : 'none' }}
+          sx={{
+            mb: 0.5,
+            lineHeight: 1.2,
+          }}
        >
          {formattedProgress}
        </Typography>
@@ -86,38 +88,38 @@ export default function ProgressCardView({
        <Divider
          sx={{
            my: 1,
-            borderColor: "rgba(255,255,255,0.25)",
+            borderColor: "divider",
            width: "100%",
          }}
        />

        <Typography
-          variant={compact ? "caption" : "body2"}
+          variant={settings.compact ? "caption" : "body2"}
          sx={{
            opacity: 0.85,
            fontWeight: 500,
            display: "block",
-            color: "rgba(255,255,255,0.9)"
+            color: alpha(colorScheme.text, 0.85),
          }}
        >
          of {formattedTotal}
        </Typography>
      </Box>

-      <Box sx={{ width: "100%", mt: 'auto' }}>
+      <Box sx={{ width: "100%", mt: "auto" }}>
        <LinearProgress
          variant="determinate"
          value={percentage}
          sx={{
-            height: compact ? 6 : 10,
+            height: settings.compact ? 6 : 10,
            borderRadius: 5,
            [`&.${linearProgressClasses.colorPrimary}`]: {
-              backgroundColor: "rgba(0, 0, 0, 0.25)",
+              backgroundColor: alpha(theme.palette.divider, 0.5),
            },
            [`& .${linearProgressClasses.bar}`]: {
              borderRadius: 5,
-              backgroundColor: "#fff",
-              boxShadow: '0 0 8px rgba(255,255,255,0.4)'
+              backgroundColor: colorScheme.primary,
+              boxShadow: `0 0 8px ${alpha(colorScheme.primary, 0.4)}`,
            },
          }}
        />
--- a/src/components/ProgressCard/TopPayees.adapter.ts
+++ b/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,
+  };
+}
--- a/src/components/ProgressCard/TopPayees.tsx
+++ b/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>
+  );
+}
--- a/src/components/ProgressCard/TopTags.adapter.ts
+++ b/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,
+  };
+}
--- a/src/components/ProgressCard/TopTags.tsx
+++ b/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>
+  );
+}
--- a/src/components/ProgressCard/index.ts
+++ b/src/components/ProgressCard/index.ts
@@ -1,2 +1,2 @@
-export { default } from "./ProgressCard";
-export * from "./ProgressCard.models";
+export { default } from "./ProgressCard.view";
+export * from "./ProgressCard.props";
--- a/src/components/report.helpers.ts
+++ b/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 };
+}
--- a/src/dashboard-config.ts
+++ b/src/dashboard-config.ts
@@ -1,7 +1,8 @@
 import HistoryChart from "./components/HistoryChart";
-import ProgressCard from "./components/ProgressCard";
 import LatestItems from "./components/LatestItems";
 import { DashboardConfig } from "./components/Dashboard";
+import TopTags from "./components/ProgressCard/TopTags";
+import TopPayees from "./components/ProgressCard/TopPayees";

 export const configuration: DashboardConfig = {
  sections: [
@@ -10,64 +11,30 @@ export const configuration: DashboardConfig = {
      title: "Breakdown",
      summary: "Interactive chronological tracking",
      component: HistoryChart,
-      dataKey: "chartData",
      settings: {
        tabs: ["Weekly", "Monthly"],
-        // tabs: ["Weekly", "Monthly", "Yearly", "Financial Year", "All Time"],
      },
-      style: {
-        size: 12,
+    },
+    {
+      id: "top-categories",
+      title: 'Top Categories',
+      component: TopTags,
+      settings: {
+        compact: true,
      },
    },
    {
      id: "top-payees",
      title: 'Top Payees',
-      component: ProgressCard,
-      dataKey: "topPayees",
-      isList: true,
+      component: TopPayees,
      settings: {
        compact: true,
      },
-      style: {
-        size: 12,
    },
+    {
+      id: "items",
+      title: 'Recent Transactions',
+      component: LatestItems,
    },
-    // {
-    //   id: "latest",
-    //   title: 'Recent Transactions',
-    //   component: LatestItems,
-    //   dataKey: "latest",
-    //   style: {
-    //     size: 12,
-    //   },
-    // },
  ],
-  style: {
-    palette: {
-      expense: {
-        light: {
-          primary: "#d32f2f",
-          background: "#fdecea",
-          text: "#b71c1c"
-        },
-        dark: {
-          primary: "#f44336",
-          background: "rgba(244, 67, 54, 0.15)",
-          text: "#ffcdd2"
-        }
-      },
-      income: {
-        light: {
-          primary: "#2e7d32",
-          background: "#e8f5e9",
-          text: "#1b5e20"
-        },
-        dark: {
-          primary: "#4caf50",
-          background: "rgba(76, 175, 80, 0.15)",
-          text: "#c8e6c9"
-        }
-      }
-    }
-  }
 };
--- a/src/features/dashboard/dashboard.mapper.ts
+++ b/src/features/dashboard/dashboard.mapper.ts
@@ -1,191 +0,0 @@
-import * as React from "react";
-import MonetizationOnIcon from "@mui/icons-material/MonetizationOn";
-import { LatestItem } from "../../components/LatestItems";
-import {
-  ChartData,
-  ChartDataPoint,
-} from "../../components/HistoryChart";
-
-const DEFAULT_ICON = React.createElement(MonetizationOnIcon, {
-  sx: { color: "#388e3c" }
-});
-type ReportBucket = any;
-
-export function mapToLatestItems(
-  items: any[],
-  type: "expense" | "income"
-): LatestItem[] {
-  const isValid = (amt: number) =>
-    type === "expense" ? amt < 0 : amt > 0;
-
-  return items
-    .filter((item: any) => isValid(Number(item.amount) || 0))
-    .slice(0, 5)
-    .map((exp: any, index: number) => {
-      const time = new Date(exp.occurred_at).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,
-        subtitle: exp.account.name,
-        amount: `Rs ${Math.abs(exp.amount || 0)}`,
-        timeAgo: diffDays === 0 ? "Today" : `${diffDays} days ago`
-      };
-    });
-}
-
-const sumBucket = (bucket: ReportBucket, flow: "expenses" | "incomes") =>
-  bucket.groups.reduce(
-    (acc: number, g: any) => acc + (g?.[flow]?.sum || 0),
-    0
-  );
-
-const toLabel = (start: string, end: string, type: "weekly" | "monthly" | "yearly" | "fyly" | "full") => {
-  const s = new Date(start);
-  const e = new Date(end);
-
-  if (type === "monthly") {
-    return s.toLocaleString("default", { month: "short" });
-  }
-
-  return `${s.getDate()}–${e.getDate()} ${e.toLocaleString("default", {
-    month: "short",
-  })}`;
-};
-
-const getWeekOfMonth = (date: Date) => {
-  const firstDay = new Date(date.getFullYear(), date.getMonth(), 1);
-  return Math.ceil((date.getDate() + firstDay.getDay()) / 7);
-};
-
-const findCompareBucket = (
-  current: ReportBucket,
-  buckets: ReportBucket[],
-  type: "weekly" | "monthly" | "yearly" | "fyly" | "full",
-): ReportBucket | undefined => {
-  const start = new Date(current.start);
-
-  if (type === "monthly") {
-    const targetYear = start.getFullYear() - 1;
-    const targetMonth = start.getMonth();
-
-    return buckets.find(b => {
-      const d = new Date(b.start);
-      return (
-        d.getFullYear() === targetYear &&
-        d.getMonth() === targetMonth
-      );
-    });
-  }
-
-  if (type === "weekly") {
-    const weekIndex = getWeekOfMonth(start); // you must define this
-    const target = new Date(start);
-    target.setMonth(target.getMonth() - 1);
-
-    return buckets.find(b => {
-      const d = new Date(b.start);
-      return (
-        d.getFullYear() === target.getFullYear() &&
-        d.getMonth() === target.getMonth() &&
-        getWeekOfMonth(d) === weekIndex
-      );
-    });
-  }
-
-  return undefined;
-};
-
-const toPoints = (
-  buckets: ReportBucket[],
-  type: "weekly" | "monthly" | "yearly" | "fyly" | "full",
-  flow: "expenses" | "incomes"
-): ChartDataPoint[] => {
-  return buckets.map((b) => {
-    const amount = sumBucket(b, flow);
-    const prev = findCompareBucket(b, buckets, type);
-
-    return {
-      id: toLabel(b.start, b.end, type),
-      amount,
-      compare: prev
-        ? {
-            id: toLabel(prev.start, prev.end, type),
-            amount: sumBucket(prev, flow),
-          }
-        : undefined,
-    };
-  });
-};
-
-export function mapReportToDashboard(
-  weekly: ReportBucket[],
-  monthly: ReportBucket[],
-  payeeBuckets: ReportBucket[],
-  type: "expense" | "income"
-) {
-  const flow = type === "expense" ? "expenses" : "incomes";
-
-  const chartData: ChartData = {
-    weekly: {
-      rolling: toPoints(weekly, "weekly", flow),
-      calendar: toPoints(weekly, "weekly", flow),
-    },
-
-    monthly: {
-      rolling: toPoints(monthly, "monthly", flow),
-      calendar: toPoints(monthly, "monthly", flow),
-    },
-
-    // yearly: {
-    //   rolling: toPoints(yearly, "yearly", flow),
-    //   calendar: toPoints(yearly, "yearly", flow),
-    // },
-    //
-    // fyly: {
-    //   rolling: toPoints(fyly, "fyly", flow),
-    //   calendar: toPoints(fyly, "fyly", flow),
-    // },
-    //
-    // full: {
-    //   rolling: toPoints(full, "full", flow),
-    //   calendar: toPoints(full, "full", flow),
-    // },
-  };
-
-  const totalAmount = weekly.reduce(
-    (acc, b) => acc + sumBucket(b, flow),
-    0
-  );
-
-  const payeeMap: Record<string, number> = {};
-
-  const sourceForPayees = (payeeBuckets && payeeBuckets.length > 0) ? payeeBuckets : weekly;
-
-  for (const b of sourceForPayees) {
-    for (const g of b.groups) {
-      const key = g.group_key || "Unknown";
-      const amt = g?.[flow]?.sum || 0;
-      payeeMap[key] = (payeeMap[key] || 0) + amt;
-    }
-  }
-
-  const topPayees = Object.entries(payeeMap)
-    // .filter(([name]) => name !== "Unknown")
-    .map(([payeeName, amount]) => ({ payeeName, amount }))
-    .sort((a, b) => b.amount - a.amount)
-    .slice(0, 5);
-
-  return {
-    chartData,
-    totalAmount,
-    topPayees,
-  };
-}
--- a/src/features/dashboard/index.ts
+++ b/src/features/dashboard/index.ts
@@ -1,3 +0,0 @@
-export {
-  useDashboardData
-} from './useDashboardData'
--- a/src/features/dashboard/useDashboardData.ts
+++ b/src/features/dashboard/useDashboardData.ts
@@ -1,44 +0,0 @@
-import { useReport } from "../report";
-import { mapReportToDashboard } from "./dashboard.mapper";
-
-export function useDashboardData() {
-  // Fetch reports for aggregation
-  const weeklyReport = useReport({ period: "weekly", rolling: true });
-  const monthlyReport = useReport({ period: "monthly", rolling: true });
-  const payeeReport = useReport({ period: "full", rolling: true, group_by: ["payee"] });
-
-  const isLoading = 
-    weeklyReport.isLoading ||
-    monthlyReport.isLoading ||
-    payeeReport.isLoading;
-
-  const error = 
-    weeklyReport.error ||
-    monthlyReport.error ||
-    payeeReport.error;
-
-  const aggregatedData = {
-    expense: weeklyReport.data?.data && monthlyReport.data?.data && payeeReport.data?.data
-    ? mapReportToDashboard(
-        (weeklyReport.data.data as any).buckets,
-        (monthlyReport.data.data as any).buckets,
-        (payeeReport.data.data as any).buckets,
-        "expense"
-      )
-    : null,
-    income: weeklyReport.data?.data && monthlyReport.data?.data && payeeReport.data?.data
-    ? mapReportToDashboard(
-        (weeklyReport.data.data as any).buckets,
-        (monthlyReport.data.data as any).buckets,
-        (payeeReport.data.data as any).buckets,
-        "income"
-      )
-    : null,
-  }
-
-  return {
-    data: aggregatedData,
-    isLoading,
-    error,
-  };
-}
--- a/src/features/fetch-requests/fetch-requests.models.ts
+++ b/src/features/fetch-requests/fetch-requests.models.ts
@@ -0,0 +1,38 @@
+export type FetchRequestStatus = "pending" | "processing" | "raw_expenses_done" | "enriched_done" | "completed" | "failed";
+
+export interface FileSource {
+  path: string;
+  format: string;
+}
+
+export interface EmailSource {
+  format: string;
+  from_email?: string;
+  subject?: string;
+  raw_terms?: string[];
+}
+
+export interface FetchRequestCreate {
+  source: FileSource | EmailSource;
+  account_name: string;
+  payor_username?: string;
+  start_date?: string;
+  end_date?: string;
+}
+
+export interface FetchRequest extends FetchRequestCreate {
+  id: string;
+  status: FetchRequestStatus;
+  fingerprint: string;
+  completed_at?: string | null;
+  error_message?: string | null;
+  created_at: string;
+}
+
+export interface UploadResult {
+  original_filename: string;
+  saved_as: string;
+  content_type: string;
+  url: string;
+  absolute_path: string;
+}
--- a/src/features/fetch-requests/index.ts
+++ b/src/features/fetch-requests/index.ts
@@ -0,0 +1,15 @@
+export type {
+  FetchRequest,
+  FetchRequestCreate,
+  FetchRequestStatus,
+  FileSource,
+  EmailSource,
+  UploadResult,
+} from "./fetch-requests.models";
+export {
+  useFetchRequestsList,
+  useFetchRequest,
+  useCreateFetchRequest,
+  useDeleteFetchRequest,
+  useUploadFile,
+} from "./useFetchRequests";
--- a/src/features/fetch-requests/useFetchRequests.ts
+++ b/src/features/fetch-requests/useFetchRequests.ts
@@ -0,0 +1,43 @@
+import { useResourceByName } from "../../../react-openapi";
+import { api } from "../../../react-openapi/api/client";
+import { useMutation } from "@tanstack/react-query";
+
+export function useFetchRequestsList(params?: {
+  status?: string;
+  account_name?: string;
+  source_type?: string;
+}) {
+  const { useList } = useResourceByName("fetch-requests");
+  return useList(params);
+}
+
+export function useFetchRequest(id: string) {
+  const { useRead } = useResourceByName("fetch-requests");
+  return useRead(id);
+}
+
+export function useCreateFetchRequest() {
+  const { useCreate } = useResourceByName("fetch-requests");
+  return useCreate();
+}
+
+export function useDeleteFetchRequest() {
+  const { useDelete } = useResourceByName("fetch-requests");
+  return useDelete();
+}
+
+export function useUploadFile() {
+  return useMutation({
+    mutationFn: async (file: File) => {
+      const arrayBuffer = await file.arrayBuffer();
+      const binary = new Uint8Array(arrayBuffer);
+      const res = await api.post("/uploads", binary, {
+        headers: {
+          "Content-Type": file.type,
+          "Content-Disposition": `attachment; filename="${file.name}"`,
+        },
+      });
+      return res.data;
+    },
+  });
+}
--- a/src/features/report-snapshots/index.ts
+++ b/src/features/report-snapshots/index.ts
@@ -0,0 +1,9 @@
+export type {
+  ReportSnapshot,
+  ReportQuery,
+} from "./report-snapshots.models";
+export {
+  useReportSnapshotsList,
+  useCreateSnapshot,
+  useDeleteSnapshot,
+} from "./useReportSnapshots";
--- a/src/features/report-snapshots/report-snapshots.models.ts
+++ b/src/features/report-snapshots/report-snapshots.models.ts
@@ -0,0 +1,15 @@
+export interface ReportQuery {
+  accounts?: string[] | null;
+  ignore_self?: boolean | null;
+  start_date?: string | null;
+  end_date?: string | null;
+  min_amount?: number | null;
+  max_amount?: number | null;
+}
+
+export interface ReportSnapshot {
+  id: string;
+  snapshot_id: string;
+  created_at: string;
+  query?: ReportQuery;
+}
--- a/src/features/report-snapshots/useReportSnapshots.ts
+++ b/src/features/report-snapshots/useReportSnapshots.ts
@@ -0,0 +1,16 @@
+import { useResourceByName } from "../../../react-openapi";
+
+export function useReportSnapshotsList() {
+  const { useList } = useResourceByName("reports");
+  return useList();
+}
+
+export function useCreateSnapshot() {
+  const { useCreate } = useResourceByName("reports");
+  return useCreate();
+}
+
+export function useDeleteSnapshot() {
+  const { useDelete } = useResourceByName("reports");
+  return useDelete();
+}
--- a/src/features/report/index.ts
+++ b/src/features/report/index.ts
@@ -3,10 +3,12 @@ export {
 } from './useReport'
 export type {
  Transaction,
-  PeriodData,
-  PeriodGroup,
-  Period,
  ReportData,
+  ReportBucket,
+  ReportPeriod,
+  ReportQuery,
+  GroupKey,
+  PeriodType,
 } from './report.models'
 export {
  prepareReport
--- a/src/features/report/report.models.ts
+++ b/src/features/report/report.models.ts
@@ -1,61 +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;
-  description: string;
+  parent_id?: string | null;
 }

 export interface Transaction {
+  id: string;
  payor: Payor;
  payee: Payee;
  amount: number;
  account: Account;
-    tags: Tag[]
-    occurred_at: Date
+  tags: Tag[];
+  occurred_at: string;
+  created_at: string;
 }

-export interface _PeriodData {
+// -----------------------------
+// Metrics
+// -----------------------------
+
+export interface ReportMetric {
  sum: number;
  count: number;
  average: number;
-  txns: Transaction[];
+  transactions?: Transaction[];
 }

-export interface PeriodData extends _PeriodData {
-  compare?: _PeriodData;
+// -----------------------------
+// Period
+// -----------------------------
+
+export type PeriodType = "daily" | "weekly" | "monthly" | "all";
+
+export interface ReportPeriod {
+  start: string;
+  end: string;
+  metric: ReportMetric;
 }

-export interface PeriodGroup {
-  group_key: string[];
-  expenses: PeriodData[];
-  incomes: PeriodData[];
+// -----------------------------
+// Group (bucket)
+// -----------------------------
+
+export type GroupKey = {
+  [dimension: string]: string[];
+};
+
+export interface ReportBucket {
+  group_key: GroupKey;
+
+  periods: {
+    daily?: ReportPeriod[];
+    weekly?: ReportPeriod[];
+    monthly?: ReportPeriod[];
+    all?: ReportPeriod[];
+  };
 }

-export interface Period {
-  id: string;
-  label: string;
-  start: Date;
-  end: Date;
-  groups: PeriodGroup[];
+// -----------------------------
+// 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 {
-  period: "weekly" | "monthly" | "yearly" | "fyly" | "full";
-  rolling?: boolean;
-  report_date?: string;
-  group_by?: ("payee" | "tags")[];
-  ignore_self?: boolean;
-  buckets: Period[];
+  snapshot_id?: string | null;
+
+  flow?: "inflows" | "outflows" | null;
+
+  periods: PeriodType[];
+
+  tags?: string[] | null;
+  payee?: string[] | null;
+
+  buckets: ReportBucket[];
+
+  query: ReportQuery;
 }
--- a/src/features/report/report.utils.ts
+++ b/src/features/report/report.utils.ts
@@ -1,4 +1,8 @@
-import { ReportData } from "./report.models";
+import {
+  ReportData,
+  ReportPeriod,
+  PeriodType,
+} from "./report.models";

 /* ---------- ID BUILDING ---------- */

@@ -10,7 +14,7 @@ function formatDate(d: Date): string {
 }

 function buildPeriodId(
-  type: ReportData["period"],
+  type: PeriodType,
  start: Date,
  end: Date
 ): string {
@@ -18,16 +22,14 @@ function buildPeriodId(
  const e = formatDate(end);

  switch (type) {
+    case "daily":
+      return `D:${s}_${e}`;
    case "weekly":
      return `W:${s}_${e}`;
    case "monthly":
      return `M:${s}_${e}`;
-    case "yearly":
-      return `Y:${s}_${e}`;
-    case "fyly":
-      return `FY:${s}_${e}`;
-    case "full":
-      return `FULL:${s}_${e}`;
+    case "all":
+      return `ALL:${s}_${e}`;
    default:
      return `${s}_${e}`;
  }
@@ -57,45 +59,23 @@ const yearFmt = new Intl.DateTimeFormat("en-GB", {
  timeZone: "UTC",
 });

-function sameMonth(a: Date, b: Date) {
-  return (
-    a.getUTCFullYear() === b.getUTCFullYear() &&
-    a.getUTCMonth() === b.getUTCMonth()
-  );
-}
-
 function buildLabel(
-  type: ReportData["period"],
+  type: PeriodType,
  start: Date,
  end: Date
 ): string {
  switch (type) {
-    case "weekly":
-      if (sameMonth(start, end)) {
+    case "daily":
+      return dayFmt.format(start);
+
+    case "weekly": {
      const sDay = start.getUTCDate();
-        const eDay = end.getUTCDate();
      const m = monthFmt.format(start);
-        return `${sDay} ${m} - ${eDay} ${m}`;
+      return `${sDay} ${m}`;
    }
-      return `${dayFmt.format(start)} - ${dayFmt.format(end)}`;

    case "monthly":
-      if (sameMonth(start, end)) {
      return `${monthFmt.format(start)} ${yearFmt.format(start)}`;
-      }
-      return `${monthDayFmt.format(start)} - ${monthDayFmt.format(end)}`;
-
-    case "yearly":
-      return yearFmt.format(start);
-
-    case "fyly": {
-      const startY = start.getUTCFullYear();
-      const endY = end.getUTCFullYear();
-      return `FY ${startY}–${String(endY).slice(-2)}`;
-    }
-
-    case "full":
-      return `${monthFmt.format(start)} ${yearFmt.format(start)} - ${monthFmt.format(end)} ${yearFmt.format(end)}`;

    default:
      return `${monthDayFmt.format(start)} - ${monthDayFmt.format(end)}`;
@@ -104,13 +84,34 @@ function buildLabel(

 /* ---------- 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((p) => ({
-      ...p,
-      id: buildPeriodId(reportData.period, p.start, p.end),
-      label: buildLabel(reportData.period, p.start, p.end),
-    })),
+    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,
+      };
+    }),
  };
 }
--- a/src/features/report/useReport.ts
+++ b/src/features/report/useReport.ts
@@ -1,18 +1,21 @@
 import { useResourceByName } from "../../../react-openapi";

 export interface ReportParams {
-  period: "weekly" | "monthly" | "yearly" | "fyly" | "full";
-  rolling?: boolean;
-  report_date?: string;
-  group_by?: ("payee" | "tags")[];
-  ignore_self?: boolean;
+  snapshot_id?: string;
+  periods?: ("daily" | "weekly" | "monthly" | "all")[];
+  flow?: "inflows" | "outflows";
+  payee?: string[];
+  tags?: string[];
 }

 export function useReport(params: ReportParams) {
-  const { useList } = useResourceByName("reports");
-  if (params.group_by) {
-    // @ts-ignore
-    params.group_by = params.group_by[0]
+  const { useRead } = useResourceByName("reports");
+
+  return useRead(
+    params.snapshot_id ? params.snapshot_id : "latest",
+    {
+      ...params,
+      periods: params.periods,
    }
-  return useList(params);
+  );
 }
--- a/src/main.jsx
+++ b/src/main.jsx
@@ -12,6 +12,8 @@ import {
 } from "@mui/material";
 import Home from './Home';
 import Dashboard from './Dashboard';
+import FetchRequests from './FetchRequests';
+import ReportSnapshots from './ReportSnapshots';
 import { Admin, AppProvider } from '../react-openapi';
 import { configuration, profileConfiguration } from './openapi-config';
 import { Buffer } from 'buffer';
@@ -19,7 +21,7 @@ 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';

 window.Buffer = Buffer;
 window.process = process;
@@ -33,6 +35,8 @@ const routerMapping = [
  { path: "/", component: Home, headerTitle: "Home" },
  { path: "/home", component: Home, headerTitle: "Home" },
  { path: "/dashboard", component: Dashboard, headerTitle: "Dashboard" },
+  { path: "/fetch-requests", component: FetchRequests, headerTitle: "Fetch Requests" },
+  { path: "/reports", component: ReportSnapshots, headerTitle: "Reports" },
  { path: "/admin/*", component: Admin, headerTitle: "Admin" },
 ];

--- a/src/openapi-config.ts
+++ b/src/openapi-config.ts
@@ -40,9 +40,9 @@ export const configuration: Record<string, ResourceOverride> = {
    },
    pagination: true,
  },
-  reports: {
-    hidden: true
-  }
+  // reports: {
+  //   hidden: true
+  // }
 };

 export const profileConfiguration = {
--- a/src/shared-theme/AppTheme.tsx
+++ b/src/shared-theme/AppTheme.tsx
@@ -1,53 +1,103 @@
-import * as React from 'react';
-import { ThemeProvider, createTheme } from '@mui/material/styles';
-import type { ThemeOptions } from '@mui/material/styles';
-import { inputsCustomizations } from './customizations/inputs';
-import { dataDisplayCustomizations } from './customizations/dataDisplay';
-import { feedbackCustomizations } from './customizations/feedback';
-import { navigationCustomizations } from './customizations/navigation';
-import { surfacesCustomizations } from './customizations/surfaces';
-import { colorSchemes, typography, shadows, shape } from './themePrimitives';
+import * as React from "react";
+import {
+  ThemeProvider,
+  createTheme,
+  CssBaseline,
+  Box,
+} from "@mui/material";

-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;
-  /**
-   * This is for the docs site. You can ignore it or remove it.
-   */
-  disableCustomTheme?: boolean;
-  themeComponents?: ThemeOptions['components'];
-}
+  defaultMode?: ColorMode;
+};
+
+export default function AppTheme({
+  children,
+  defaultMode = "light",
+}: AppThemeProps) {
+  const [mode, setMode] =
+    React.useState<ColorMode>(defaultMode);
+
+  const toggleColorMode = React.useCallback(() => {
+    setMode((prev) =>
+      prev === "light" ? "dark" : "light"
+    );
+  }, []);
+
+  const contextValue = React.useMemo(
+    () => ({
+      mode,
+      setMode,
+      toggleColorMode,
+    }),
+    [mode, toggleColorMode]
+  );
+
+  const semantic = React.useMemo(
+    () => getSemanticColors(mode),
+    [mode]
+  );
+
+  const theme = React.useMemo(
+    () =>
+      createTheme({
+        ...getDesignTokens(mode),
+        semantic,

-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>;
-  }
+      }),
+    [mode, semantic]
+  );
+
  return (
-    <ThemeProvider theme={theme} disableTransitionOnChange>
+    <ColorModeContext.Provider value={contextValue}>
+      <ThemeProvider theme={theme}>
+        <CssBaseline />
+        <Box
+          sx={{
+            "--bg-page": semantic.surface.page,
+            "--bg-card": semantic.surface.card,
+            "--bg-elevated": semantic.surface.elevated,
+            "--border-default": semantic.border.default,
+            "--border-subtle": semantic.border.subtle,
+            "--text-primary": semantic.text.primary,
+            "--text-secondary": semantic.text.secondary,
+            "--text-muted": semantic.text.muted,
+          }}
+        >
          {children}
+        </Box>
      </ThemeProvider>
+    </ColorModeContext.Provider>
  );
 }
--- a/src/shared-theme/ColorModeIconDropdown.tsx
+++ b/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>
-  );
-}
--- a/src/shared-theme/ColorModeSelect.tsx
+++ b/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>
-  );
-}
--- a/src/shared-theme/customizations/feedback.tsx
+++ b/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)}`,
-          border: `1px solid ${alpha(orange[800], 0.5)}`,
+          backgroundColor: alpha(orange[900], 0.35),
+          border: `1px solid ${alpha(orange[800], 0.3)}`,
        }),
      }),
    },
--- a/src/shared-theme/customizations/inputs.tsx
+++ b/src/shared-theme/customizations/inputs.tsx
@@ -125,15 +125,15 @@ export const inputsCustomizations: Components<Theme> = {
                backgroundColor: gray[200],
              },
              ...theme.applyStyles('dark', {
-                backgroundColor: gray[800],
-                borderColor: gray[700],
+                backgroundColor: 'hsla(0, 0%, 100%, 0.06)',
+                borderColor: (theme.vars || theme).palette.divider,

                '&:hover': {
-                  backgroundColor: gray[900],
-                  borderColor: gray[600],
+                  backgroundColor: 'hsla(0, 0%, 100%, 0.1)',
+                  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],
-          borderColor: gray[700],
+          backgroundColor: 'hsla(0, 0%, 100%, 0.06)',
+          borderColor: (theme.vars || theme).palette.divider,
          '&:hover': {
-            backgroundColor: gray[900],
-            borderColor: gray[600],
+            backgroundColor: 'hsla(0, 0%, 100%, 0.1)',
+            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],
          },
--- a/src/shared-theme/customizations/navigation.tsx
+++ b/src/shared-theme/customizations/navigation.tsx
@@ -49,9 +49,8 @@ export const navigationCustomizations: Components<Theme> = {
          },
        },
        ...theme.applyStyles('dark', {
-          background: gray[900],
-          boxShadow:
-            'hsla(220, 30%, 5%, 0.7) 0px 4px 16px 0px, hsla(220, 25%, 10%, 0.8) 0px 8px 16px -5px',
+          background: (theme.vars || theme).palette.background.paper,
+          boxShadow: '0 4px 16px rgba(0, 0, 0, 0.4), 0 8px 24px rgba(0, 0, 0, 0.3)',
        }),
      }),
    },
@@ -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 ${(theme.vars || theme).palette.divider}`,
      }),
    },
  },
@@ -204,8 +204,8 @@ export const navigationCustomizations: Components<Theme> = {
        ...theme.applyStyles('dark', {
          ':hover': {
            color: (theme.vars || theme).palette.text.primary,
-            backgroundColor: gray[800],
-            borderColor: gray[700],
+            backgroundColor: alpha((theme.vars || theme).palette.common.white, 0.08),
+            borderColor: (theme.vars || theme).palette.divider,
          },
          [`&.${tabClasses.selected}`]: {
            color: '#fff',
--- a/src/shared-theme/customizations/surfaces.ts
+++ b/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),
                }),
              },
            },
--- a/src/shared-theme/themeConfig.ts
+++ b/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],
+    },
+  };
+}
--- a/src/shared-theme/themePrimitives.ts
+++ b/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],
-          main: brand[400],
-          dark: brand[700],
+          light: 'hsl(210, 50%, 65%)',
+          main: 'hsl(210, 55%, 55%)',
+          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],
-          light: brand[500],
-          main: brand[700],
-          dark: brand[900],
+          contrastText: 'hsl(210, 30%, 80%)',
+          light: 'hsl(210, 40%, 50%)',
+          main: 'hsl(210, 35%, 40%)',
+          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],
-          main: orange[500],
-          dark: orange[700],
+          light: 'hsl(45, 60%, 55%)',
+          main: 'hsl(45, 55%, 45%)',
+          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],
-          main: red[500],
-          dark: red[700],
+          light: 'hsl(0, 55%, 60%)',
+          main: 'hsl(0, 55%, 50%)',
+          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],
-          main: green[500],
-          dark: green[700],
+          light: 'hsl(120, 40%, 55%)',
+          main: 'hsl(120, 40%, 45%)',
+          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: `${alpha(gray[200], 0.3)}`,
        ...(mode === 'dark' && {
-          hover: alpha(gray[600], 0.2),
-          selected: alpha(gray[600], 0.3),
+          hover: 'hsla(0, 0%, 100%, 0.06)',
+          selected: 'hsla(0, 0%, 100%, 0.1)',
        }),
      },
+      flows: {
+        outflows: {
+          primary: mode === 'dark' ? 'hsl(0, 55%, 60%)' : '#d32f2f',
+          surface: mode === 'dark' ? 'hsla(0, 35%, 25%, 0.6)' : '#fdecea',
+          text: mode === 'dark' ? 'hsl(0, 60%, 80%)' : '#b71c1c',
+        },
+        inflows: {
+          primary: mode === 'dark' ? 'hsl(120, 40%, 55%)' : '#2e7d32',
+          surface: mode === 'dark' ? 'hsla(120, 25%, 22%, 0.6)' : '#e8f5e9',
+          text: mode === 'dark' ? 'hsl(120, 40%, 78%)' : '#1b5e20',
+        },
+      },
    },
    typography: {
      fontFamily: 'Inter, sans-serif',
@@ -285,6 +307,18 @@ export const colorSchemes = {
        hover: alpha(gray[200], 0.2),
        selected: `${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],
-        main: brand[400],
-        dark: brand[700],
+        light: 'hsl(210, 50%, 65%)',
+        main: 'hsl(210, 55%, 55%)',
+        dark: 'hsl(210, 50%, 35%)',
      },
      info: {
-        contrastText: brand[300],
-        light: brand[500],
-        main: brand[700],
-        dark: brand[900],
+        contrastText: 'hsl(210, 30%, 80%)',
+        light: 'hsl(210, 40%, 50%)',
+        main: 'hsl(210, 35%, 40%)',
+        dark: 'hsl(210, 30%, 25%)',
      },
      warning: {
-        light: orange[400],
-        main: orange[500],
-        dark: orange[700],
+        light: 'hsl(45, 60%, 55%)',
+        main: 'hsl(45, 55%, 45%)',
+        dark: 'hsl(45, 50%, 30%)',
      },
      error: {
-        light: red[400],
-        main: red[500],
-        dark: red[700],
+        light: 'hsl(0, 55%, 60%)',
+        main: 'hsl(0, 55%, 50%)',
+        dark: 'hsl(0, 50%, 35%)',
      },
      success: {
-        light: green[400],
-        main: green[500],
-        dark: green[700],
+        light: 'hsl(120, 40%, 55%)',
+        main: 'hsl(120, 40%, 45%)',
+        dark: 'hsl(120, 35%, 30%)',
      },
      grey: {
        ...gray,
      },
-      divider: alpha(gray[700], 0.6),
+      divider: 'hsla(0, 0%, 100%, 0.08)',
      background: {
-        default: gray[900],
-        paper: 'hsl(220, 30%, 7%)',
+        default: darkBg,
+        paper: darkPaper,
      },
      text: {
-        primary: 'hsl(0, 0%, 100%)',
-        secondary: gray[400],
+        primary: 'hsl(0, 0%, 92%)',
+        secondary: 'hsl(0, 0%, 60%)',
      },
      action: {
-        hover: alpha(gray[600], 0.2),
-        selected: alpha(gray[600], 0.3),
+        hover: 'hsla(0, 0%, 100%, 0.06)',
+        selected: 'hsla(0, 0%, 100%, 0.1)',
      },
-      baseShadow:
-        'hsla(220, 30%, 5%, 0.7) 0px 4px 16px 0px, hsla(220, 25%, 10%, 0.8) 0px 8px 16px -5px',
+      flows: {
+        outflows: {
+          primary: 'hsl(0, 55%, 60%)',
+          surface: 'hsla(0, 35%, 25%, 0.6)',
+          text: 'hsl(0, 60%, 80%)',
+        },
+        inflows: {
+          primary: 'hsl(120, 40%, 55%)',
+          surface: 'hsla(120, 25%, 22%, 0.6)',
+          text: 'hsl(120, 40%, 78%)',
+        },
+      },
+      baseShadow: '0 4px 16px rgba(0, 0, 0, 0.4), 0 8px 24px rgba(0, 0, 0, 0.3)',
    },
  },
 };
Author	SHA1	Message	Date
Vishesh 'ironeagle' Bangotra	3a72985efb	home changes for new routes	2026-05-23 22:18:18 +05:30
Vishesh 'ironeagle' Bangotra	220c84776f	fetch requests and reports routes	2026-05-23 21:48:39 +05:30
Vishesh 'ironeagle' Bangotra	cccb4604fd	fixes for latest openapi spec changes	2026-05-23 17:22:30 +05:30
Vishesh 'ironeagle' Bangotra	a1ff2c692c	Theme System Refactor (#6 ) # Dashboard State Lift + Theme System Refactor ## Summary Refactored dashboard state ownership, centralized theme semantics, and simplified component styling across the application. ## Changes ### Dashboard State Refactor * Moved dashboard state management from `Dashboard.view` into `Dashboard.tsx` * Added centralized `DashboardState` initialization in parent container * Introduced memoized dashboard state setter callbacks: * `toggleFlow` * `setFlow` * `togglePeriodType` * `toggleComparison` * `setSelectedPeriodId` * `setSelectedGroupKey` * Added `DashboardStateSetters` memoized object for prop-driven state management * Removed `onFlowChange` callback pattern * Converted dashboard component into stateless view layer * Renamed component export flow: * `Dashboard.tsx` → removed * `Dashboard.view.tsx` → primary implementation ### Dashboard Models Cleanup * Removed legacy palette configuration interfaces: * `ColorDefinition` * `ThemeAwarePalette` * Removed config-level style palette support from `DashboardConfig` * Renamed `DashboardProps` → `DashboardViewProps` * Added reusable `ColorScheme` interface * Simplified component color contract: * `primary` * `surface` * `text` ### Theme Architecture Refactor * Moved `AppTheme.tsx` into `shared-theme` * Added centralized semantic theme system * Introduced `themeConfig.ts` with semantic tokens: * surface * border * text * Added `semantic` extension to MUI theme typing * Added `flows` palette extension: * outflows * inflows * Centralized flow colors inside theme primitives * Added CSS semantic variables: * `--bg-page` * `--bg-card` * `--bg-elevated` * `--border-default` * `--border-subtle` * `--text-primary` * `--text-secondary` * `--text-muted` ### Theme Mode Improvements * Added explicit `ColorMode` type * Expanded `ColorModeContext`: * `mode` * `setMode` * `toggleColorMode` * Added `CssBaseline` * Added configurable `defaultMode` * Simplified dark theme palette handling * Standardized dark surfaces and shadows * Reduced excessive dark-mode glow/shadow intensity ### Dashboard UI Styling Improvements * Replaced hardcoded dashboard palette config with theme palette usage * Updated dashboard background gradients to use alpha-based semantic colors * Replaced `colorScheme.light` usage with `colorScheme.surface` * Standardized border usage with theme divider tokens * Removed manual dark-mode conditional styling where redundant * Simplified card and progress styling logic ### Shared Theme Customization Cleanup Updated customization layers for improved consistency: * `inputs` * `navigation` * `feedback` * `surfaces` Key improvements: * Reduced dark-mode contrast harshness * Unified divider usage * Replaced hardcoded grayscale backgrounds with semantic surfaces * Simplified hover and active state styling * Reduced shadow intensity across components * Improved dark-mode readability and layering ### Home Page Styling Cleanup * Replaced manual RGBA handling with `alpha()` utility * Improved dark-mode glassmorphism consistency * Updated CTA hover shadow to use theme primary color ### Miscellaneous Cleanup * Updated imports to new theme structure * Removed unused legacy color mode components: * `ColorModeIconDropdown.tsx` * `ColorModeSelect.tsx` * Removed dashboard config style palette definitions * Simplified flow-based color derivation logic ## Result * Cleaner separation of stateful vs presentational dashboard logic * Centralized semantic theming system * Consistent dark/light mode behavior * Reduced styling duplication * Improved maintainability and extensibility of theme architecture * Simplified dashboard component contracts * Better UI consistency across surfaces and controls Reviewed-on: #6 Co-authored-by: Vishesh 'ironeagle' Bangotra <aetoskia@gmail.com> Co-committed-by: Vishesh 'ironeagle' Bangotra <aetoskia@gmail.com>	2026-05-23 11:41:57 +00:00
Vishesh 'ironeagle' Bangotra	16d164b92a	Dashboard Refactor (#5 ) # 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>	2026-05-19 07:11:46 +00:00
Vishesh 'ironeagle' Bangotra	8bea3d06f6	Dashboard Refactor: Flow-based Metrics + Unified Data Model (#4 ) # Dashboard Refactor: Flow-based Metrics + Unified Data Model ## Summary This MR transforms the dashboard into a flow-driven, backend-powered analytics system with a significantly cleaner architecture and improved UX. ## Overview This MR introduces a major refactor of the dashboard and report data model, transitioning from separate `expense/income` handling to a unified flow-based (`outflows` / `inflows`) system backed by a single `metric` structure. It simplifies data handling, improves UI consistency, and enables better extensibility for future analytics. --- ## Key Changes ### 1. Data Model Simplification * Replaced: * `expenses` / `incomes` * With: * `metric` ```ts ReportPeriod { start: string; end: string; metric: { sum: number; count: number; transactions: Transaction[]; } } ``` * Eliminates duplication across logic paths * Flow is now controlled at query level instead of data shape --- ### 2. Flow-based System (Core Change) * Introduced: ```ts type DashboardFlow = "outflows" \| "inflows"; ``` * Replaced all references of: * `expense` → `outflows` * `income` → `inflows` * Flow is now: * Controlled at Dashboard level * Propagated to API query (`useReport`) --- ### 3. API Changes #### `useReport` * Removed legacy params: * `group_by`, `rolling`, `include_transactions`, etc. * New structure: ```ts useReport({ periods: ["daily", "weekly", "monthly", "all"], flow, payee, tags }) ``` * Backend now handles: * Flow filtering * Aggregation --- ### 4. Period System Update * Removed: * yearly, fyly, full * Added: * `daily` * `all` ```ts type PeriodType = "daily" \| "weekly" \| "monthly" \| "all"; ``` * Updated helpers: * `periodIdToKey` * `buildPeriodId` * `buildLabel` --- ### 5. React Query UX Improvement * Added: ```ts placeholderData: keepPreviousData ``` * Prevents UI flicker on filter/flow changes * Enables smooth transitions --- ### 6. Dashboard State Refactor #### Before ```ts mode: "expense" \| "income" ``` #### After ```ts flow: "outflows" \| "inflows" ``` * Introduced `onFlowChange` callback * Lifted flow state to parent (`Dashboard.tsx`) * Flow change triggers API refetch --- ### 7. UI Improvements #### Flow Toggle * Replaced mode toggle with: * Outflows / Inflows switch #### Loading State Handling * Added `isFetching` across components * UI behavior during fetch: * Reduced opacity * Disabled interactions #### Drill-down UX * Added: * "Clear Drill-down" button --- ### 8. New Components #### TopPayees * New analytics card * Shows top payees based on: * Selected period * Drill-down filters * Supports: * Click-to-filter (drill-down) --- ### 9. Adapter Layer Simplification #### Removed mode branching everywhere Examples: * `getAmount(period)` now uses: ```ts period.metric.sum ``` * `LatestItems`, `TopTags`, `HistoryChart`: * No longer split logic by expense/income * Work on unified transaction stream --- ### 10. GroupKey Generalization #### Before ```ts { payee?: string[]; tags?: string[]; } ``` #### After ```ts { [dimension: string]: string[]; } ``` * Enables future dimensions without refactor --- ## Behavioral Changes * Flow selection now controls backend query * All components consume filtered data only * No client-side filtering for expense/income --- ## Benefits * Single source of truth (`metric`) * Cleaner adapters (no branching explosion) * Easier feature additions (new dimensions, filters) * Better UX (no flicker, smoother transitions) * Backend-driven correctness --- ## Migration Notes * Replace all `mode` usages with `flow` * Update adapters to use `metric` * Remove assumptions about: * `expenses` * `incomes` * Ensure API supports: * `flow` * new period types --- ## Future Scope * Add more dimensions (account, category hierarchy) * Multi-flow comparison (inflows vs outflows together) * Snapshot-based caching (already partially supported) --- ## Testing Notes Verify: * Flow toggle updates API calls * No UI flicker on filter change * Drill-down works across: * tags * payees * Daily / Weekly / Monthly / All tabs behave correctly * Loading state disables interaction properly --- Reviewed-on: #4 Co-authored-by: Vishesh 'ironeagle' Bangotra <aetoskia@gmail.com> Co-committed-by: Vishesh 'ironeagle' Bangotra <aetoskia@gmail.com>	2026-05-18 05:37:51 +00:00
Vishesh 'ironeagle' Bangotra	ad62d7dd9c	filter-by-payee-and-tags (#3 ) Reviewed-on: #3 Co-authored-by: Vishesh 'ironeagle' Bangotra <aetoskia@gmail.com> Co-committed-by: Vishesh 'ironeagle' Bangotra <aetoskia@gmail.com>	2026-05-12 06:24:47 +00:00
Vishesh 'ironeagle' Bangotra	77b60ba073	items-by-period (#2 ) Reviewed-on: #2 Co-authored-by: Vishesh 'ironeagle' Bangotra <aetoskia@gmail.com> Co-committed-by: Vishesh 'ironeagle' Bangotra <aetoskia@gmail.com>	2026-05-09 13:00:42 +00:00
Vishesh 'ironeagle' Bangotra	f213a9455b	Fix pagination bounds in HistoryChart and add responsive grid to TopTags	2026-05-07 16:42:52 +05:30
Vishesh 'ironeagle' Bangotra	009ab50b47	major refactor of the dashboard and react-openapi integration (#1 ) ## Summary This MR introduces a major refactor of the dashboard and react-openapi integration, focusing on configurability, separation of concerns, and improved extensibility. --- ## Key Changes ### 1. OpenAPI / Admin Refactor * Extracted `ConfigContext` into a dedicated provider. * Introduced `AppProvider` to encapsulate: * Config loading * API client initialization * React Query setup * Removed internal `QueryClientProvider` from `Admin` for better composability. * `Admin` now supports both: * Standalone usage * Nested usage inside an existing provider ### 2. Resource System Improvements * Added `hidden` flag to `ResourceConfig` and overrides. * Admin UI now filters out hidden resources. * Added `useResourceByName` helper for dynamic resource access. * Improved `useResource`: * Handles undefined config safely * Adds guards for missing endpoints * Disables queries when endpoint is absent ### 3. API Client Enhancements * Added custom `paramsSerializer`: * Serializes arrays without `[]` * Ensures backend-compatible query formats ### 4. Dashboard Architecture Overhaul * Replaced hardcoded dashboard with config-driven system: * Introduced `ConfigurableDashboard` * Dashboard sections defined via config * New state model: * `mode` (expense/income) * `periodType` (rolling/calendar) * `comparison` * `selectedPeriodId` ### 5. Component Refactor (View / Logic Split) * Split major components into: * `.tsx` (logic/controller) * `.view.tsx` (presentation) * `.models.ts` (types) * Applied to: * Dashboard * HistoryChart * ProgressCard * LatestItems ### 6. HistoryChart Redesign * Fully rebuilt using report-driven data * Supports: * Weekly / Monthly / Yearly / FY / Full views * Rolling vs Calendar periods * Comparison mode (auto-aligned offsets) * Introduced: * Bucket merging logic * Dynamic comparison attachment ### 7. Reporting Integration * Dashboard now powered by: * `useReport` * `prepareReport` * Removes need for multiple manual API calls ### 8. UI / UX Improvements * Theme-aware color system * Dynamic accent colors per mode * Cleaner layout using section-based rendering * Improved selection and interaction in charts ### 9. Cleanup & Removals * Removed legacy components: * Old `HistoryChart` * Old `ProgressCard` * Simplified Header layout spacing --- ## Behavior Changes * Hidden resources are no longer visible in Admin UI. * Dashboard is now entirely configuration-driven. * API query params for arrays no longer use `[]`. * Resource hooks no longer crash on missing config. --- ## Risks / Considerations * Dashboard depends on correct configuration structure. * Hidden flag may unintentionally hide resources if misconfigured. * Query param serialization change must align with backend expectations. --- ## Follow-ups * Add typing improvements to remove `@ts-ignore` in `GenericForm`. * Extend dashboard config with more reusable section presets. * Add tests for report aggregation and comparison logic. --- Reviewed-on: #1 Co-authored-by: Vishesh 'ironeagle' Bangotra <aetoskia@gmail.com> Co-committed-by: Vishesh 'ironeagle' Bangotra <aetoskia@gmail.com>	2026-05-07 11:00:54 +00:00