Compare commits
4 Commits
8bea3d06f6
...
980dd6c111
| Author | SHA1 | Date | |
|---|---|---|---|
| 980dd6c111 | |||
| eb45304207 | |||
| 340cb6628d | |||
| ceaeca70cc |
@@ -16,23 +16,26 @@ export interface DashboardState {
|
||||
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>;
|
||||
summary?: string;
|
||||
settings?: Record<string, any>;
|
||||
isList?: boolean;
|
||||
style?: {
|
||||
size?: number;
|
||||
[key: string]: any;
|
||||
};
|
||||
}
|
||||
|
||||
export interface ColorDefinition {
|
||||
primary: string;
|
||||
background?: string;
|
||||
text?: string;
|
||||
background: string;
|
||||
text: string;
|
||||
}
|
||||
|
||||
export interface ThemeAwarePalette {
|
||||
@@ -42,14 +45,29 @@ export interface ThemeAwarePalette {
|
||||
|
||||
export interface DashboardConfig {
|
||||
sections: DashboardSection[];
|
||||
style?: {
|
||||
palette?: Record<DashboardFlow, ThemeAwarePalette>;
|
||||
style: {
|
||||
palette: Record<DashboardFlow, ThemeAwarePalette>;
|
||||
};
|
||||
}
|
||||
|
||||
export interface DashboardProps {
|
||||
config: DashboardConfig;
|
||||
data: ReportData;
|
||||
isFetching?: boolean;
|
||||
isFetching: boolean;
|
||||
onFlowChange?: (state: DashboardState) => void;
|
||||
}
|
||||
|
||||
|
||||
export interface ComponentProps extends DashboardSection {
|
||||
reportData: ReportData;
|
||||
|
||||
state: DashboardState;
|
||||
stateSetters: DashboardStateSetters;
|
||||
isFetching: boolean;
|
||||
|
||||
colorScheme: {
|
||||
primary: string;
|
||||
light: string;
|
||||
text: string;
|
||||
};
|
||||
}
|
||||
|
||||
@@ -1,8 +1,24 @@
|
||||
import * as React from "react";
|
||||
import DashboardView from "./Dashboard.view";
|
||||
import { DashboardProps, DashboardState } from "./Dashboard.models";
|
||||
import {
|
||||
Box,
|
||||
Container,
|
||||
Grid,
|
||||
ToggleButton,
|
||||
ToggleButtonGroup,
|
||||
Button
|
||||
} from "@mui/material";
|
||||
import { useTheme, alpha } from "@mui/material/styles";
|
||||
import { DashboardProps, DashboardState, DashboardStateSetters, DashboardFlow } from "./Dashboard.models";
|
||||
|
||||
export default function Dashboard({
|
||||
config,
|
||||
data,
|
||||
isFetching,
|
||||
onFlowChange,
|
||||
}: DashboardProps) {
|
||||
const theme = useTheme();
|
||||
const themeMode = theme.palette.mode;
|
||||
|
||||
export default function Dashboard(props: DashboardProps) {
|
||||
const [state, setState] = React.useState<DashboardState>({
|
||||
flow: "outflows",
|
||||
periodType: "rolling",
|
||||
@@ -11,22 +27,38 @@ export default function Dashboard(props: DashboardProps) {
|
||||
comparison: false,
|
||||
});
|
||||
|
||||
const toggleFlow = (
|
||||
event: React.MouseEvent<HTMLElement>,
|
||||
newFlow: "outflows" | "inflows" | null
|
||||
) => {
|
||||
if (newFlow === null) return;
|
||||
|
||||
const toggleFlow = () => {
|
||||
setState(prev => {
|
||||
if (prev.flow === newFlow) return prev;
|
||||
|
||||
const next = { ...prev, flow: newFlow };
|
||||
props.onFlowChange?.(next);
|
||||
|
||||
return next;
|
||||
const nextFlow: DashboardFlow = prev.flow === "outflows" ? "inflows" : "outflows";
|
||||
const nextState: DashboardState = {
|
||||
...prev,
|
||||
flow: nextFlow,
|
||||
selectedGroupKey: null,
|
||||
selectedPeriodId: null,
|
||||
};
|
||||
onFlowChange?.(nextState);
|
||||
return nextState;
|
||||
});
|
||||
};
|
||||
|
||||
const handleFlowChange = (
|
||||
_event: React.MouseEvent<HTMLElement>,
|
||||
newFlow: DashboardFlow | null
|
||||
) => {
|
||||
if (newFlow !== null && newFlow !== state.flow) {
|
||||
setState(prev => {
|
||||
const nextState: DashboardState = {
|
||||
...prev,
|
||||
flow: newFlow,
|
||||
selectedGroupKey: null,
|
||||
selectedPeriodId: null,
|
||||
};
|
||||
onFlowChange?.(nextState);
|
||||
return nextState;
|
||||
});
|
||||
}
|
||||
};
|
||||
|
||||
const togglePeriodType = () => {
|
||||
setState(prev => ({
|
||||
...prev,
|
||||
@@ -49,16 +81,122 @@ export default function Dashboard(props: DashboardProps) {
|
||||
setState(prev => ({ ...prev, selectedGroupKey: groupKey }));
|
||||
};
|
||||
|
||||
const stateSetters: DashboardStateSetters = {
|
||||
togglePeriodType,
|
||||
toggleComparison,
|
||||
toggleFlow,
|
||||
setSelectedPeriodId,
|
||||
setSelectedGroupKey,
|
||||
};
|
||||
|
||||
const { flow, selectedGroupKey } = state;
|
||||
|
||||
const colors = React.useMemo(() => {
|
||||
const palette = config.style.palette[flow];
|
||||
const modeColors = palette[themeMode];
|
||||
|
||||
return {
|
||||
primary: modeColors.primary,
|
||||
light: modeColors.background || alpha(modeColors.primary, 0.1),
|
||||
text:
|
||||
modeColors.text ||
|
||||
(themeMode === "light" ? theme.palette.text.primary : "#fff"),
|
||||
};
|
||||
|
||||
// if (modeColors) {
|
||||
// return {
|
||||
// primary: modeColors.primary,
|
||||
// light: modeColors.background || alpha(modeColors.primary, 0.1),
|
||||
// text:
|
||||
// modeColors.text ||
|
||||
// (themeMode === "light" ? theme.palette.text.primary : "#fff"),
|
||||
// };
|
||||
// }
|
||||
//
|
||||
// const themeColor =
|
||||
// flow === "outflows" ? 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, flow, themeMode, theme.palette]);
|
||||
|
||||
return (
|
||||
<DashboardView
|
||||
{...props}
|
||||
state={state}
|
||||
setState={setState}
|
||||
toggleFlow={toggleFlow}
|
||||
togglePeriodType={togglePeriodType}
|
||||
toggleComparison={toggleComparison}
|
||||
setSelectedPeriodId={setSelectedPeriodId}
|
||||
setSelectedGroupKey={setSelectedGroupKey}
|
||||
/>
|
||||
<Container
|
||||
sx={{
|
||||
mt: 4,
|
||||
mb: 4,
|
||||
background: `linear-gradient(180deg, ${colors.light} 0%, transparent 100%)`,
|
||||
borderRadius: 4,
|
||||
p: 2,
|
||||
transition: "background 0.3s ease",
|
||||
}}
|
||||
>
|
||||
<Box
|
||||
sx={{
|
||||
display: "flex",
|
||||
flexDirection: "column",
|
||||
alignItems: "center",
|
||||
mb: 3,
|
||||
}}
|
||||
>
|
||||
<ToggleButtonGroup
|
||||
value={flow}
|
||||
exclusive
|
||||
onChange={handleFlowChange}
|
||||
sx={{
|
||||
borderRadius: 3,
|
||||
overflow: "hidden",
|
||||
"& .MuiToggleButton-root": {
|
||||
px: 3,
|
||||
textTransform: "none",
|
||||
color: "text.secondary",
|
||||
},
|
||||
"&.Mui-selected": {
|
||||
bgcolor: colors.primary,
|
||||
color: "white",
|
||||
borderColor: colors.primary,
|
||||
},
|
||||
}}
|
||||
>
|
||||
<ToggleButton value="outflows">Outflows</ToggleButton>
|
||||
<ToggleButton value="inflows">Inflows</ToggleButton>
|
||||
</ToggleButtonGroup>
|
||||
|
||||
{selectedGroupKey && Object.keys(selectedGroupKey).length > 0 && (
|
||||
<Button
|
||||
size="small"
|
||||
sx={{ mt: 1, textTransform: "none" }}
|
||||
onClick={() => setSelectedGroupKey(null)}
|
||||
>
|
||||
Clear Drill-down
|
||||
</Button>
|
||||
)}
|
||||
</Box>
|
||||
|
||||
<Grid container spacing={4}>
|
||||
{config.sections.map((section) => {
|
||||
const Component = section.component;
|
||||
|
||||
return (
|
||||
<Grid key={section.id} size={12}>
|
||||
<Component
|
||||
{...section}
|
||||
|
||||
reportData={data}
|
||||
|
||||
state={state}
|
||||
stateSetters={stateSetters}
|
||||
isFetching={isFetching}
|
||||
|
||||
colorScheme={colors}
|
||||
/>
|
||||
</Grid>
|
||||
);
|
||||
})}
|
||||
</Grid>
|
||||
</Container>
|
||||
);
|
||||
}
|
||||
|
||||
@@ -1,143 +0,0 @@
|
||||
import * as React from "react";
|
||||
import {
|
||||
Box,
|
||||
Container,
|
||||
Grid,
|
||||
Typography,
|
||||
ToggleButton,
|
||||
ToggleButtonGroup,
|
||||
Button
|
||||
} from "@mui/material";
|
||||
import { useTheme, alpha } from "@mui/material/styles";
|
||||
import { GroupKey } from "../../features/report";
|
||||
import { DashboardProps, DashboardState } from "./Dashboard.models";
|
||||
|
||||
interface ViewProps extends DashboardProps {
|
||||
state: DashboardState;
|
||||
setState: React.Dispatch<React.SetStateAction<DashboardState>>;
|
||||
toggleFlow: (event: React.MouseEvent<HTMLElement>, newFlow: "outflows" | "inflows" | null) => void;
|
||||
togglePeriodType: () => void;
|
||||
setSelectedPeriodId: (id: string | null) => void;
|
||||
setSelectedGroupKey: (groupKey: GroupKey | null) => void;
|
||||
toggleComparison: () => void;
|
||||
}
|
||||
|
||||
export default function DashboardView({
|
||||
config,
|
||||
data,
|
||||
state,
|
||||
setState,
|
||||
toggleFlow,
|
||||
togglePeriodType,
|
||||
toggleComparison,
|
||||
setSelectedPeriodId,
|
||||
setSelectedGroupKey,
|
||||
}: ViewProps) {
|
||||
const theme = useTheme();
|
||||
const themeMode = theme.palette.mode;
|
||||
const { flow, periodType, comparison, selectedPeriodId, selectedGroupKey } = state;
|
||||
|
||||
// Resolve colors with fallbacks
|
||||
const colors = React.useMemo(() => {
|
||||
const palette = config.style?.palette?.[flow];
|
||||
const modeColors = palette ? palette[themeMode] : null;
|
||||
|
||||
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 = flow === 'outflows' ? 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, flow, themeMode, theme.palette]);
|
||||
|
||||
return (
|
||||
<Container
|
||||
sx={{
|
||||
mt: 4,
|
||||
mb: 4,
|
||||
background: `linear-gradient(180deg, ${colors.light} 0%, transparent 100%)`,
|
||||
borderRadius: 4,
|
||||
p: 2,
|
||||
transition: 'background 0.3s ease'
|
||||
}}
|
||||
>
|
||||
<Box sx={{ display: "flex", flexDirection: "column", alignItems: "center", mb: 3 }}>
|
||||
<ToggleButtonGroup
|
||||
value={flow}
|
||||
exclusive
|
||||
onChange={toggleFlow}
|
||||
sx={{
|
||||
borderRadius: 3,
|
||||
overflow: "hidden",
|
||||
"& .MuiToggleButton-root": {
|
||||
px: 3,
|
||||
textTransform: "none",
|
||||
color: "text.secondary"
|
||||
},
|
||||
"&.Mui-selected": {
|
||||
bgcolor: colors.primary,
|
||||
color: "white",
|
||||
borderColor: colors.primary
|
||||
},
|
||||
}}
|
||||
>
|
||||
<ToggleButton value="outflows">Outflows</ToggleButton>
|
||||
<ToggleButton value="inflows">Inflows</ToggleButton>
|
||||
</ToggleButtonGroup>
|
||||
|
||||
{selectedGroupKey && Object.keys(selectedGroupKey).length > 0 && (
|
||||
<Button
|
||||
size="small"
|
||||
sx={{ mt: 1, textTransform: "none" }}
|
||||
onClick={() => setSelectedGroupKey(null)}
|
||||
>
|
||||
Clear Drill-down
|
||||
</Button>
|
||||
)}
|
||||
</Box>
|
||||
|
||||
<Grid container spacing={4}>
|
||||
{config.sections.map((section) => {
|
||||
const Component = section.component;
|
||||
|
||||
return (
|
||||
<Grid key={section.id} size={section.style?.size || 12 as any}>
|
||||
<Component
|
||||
{...section.settings}
|
||||
header={section.title}
|
||||
summary={section.summary}
|
||||
reportData={data}
|
||||
title={section.title}
|
||||
accentColor={colors.primary}
|
||||
colorScheme={colors}
|
||||
|
||||
// State management
|
||||
flow={flow}
|
||||
|
||||
periodType={periodType}
|
||||
comparison={comparison}
|
||||
selectedPeriodId={selectedPeriodId}
|
||||
selectedGroupKey={selectedGroupKey}
|
||||
|
||||
togglePeriodType={togglePeriodType}
|
||||
toggleComparison={toggleComparison}
|
||||
setSelectedPeriodId={setSelectedPeriodId}
|
||||
setSelectedGroupKey={setSelectedGroupKey}
|
||||
isFetching={arguments[0].isFetching}
|
||||
/>
|
||||
</Grid>
|
||||
);
|
||||
})}
|
||||
</Grid>
|
||||
</Container>
|
||||
);
|
||||
}
|
||||
@@ -1,10 +1,3 @@
|
||||
import {
|
||||
DashboardFlow,
|
||||
DashboardPeriodType,
|
||||
DashboardSelectedPeriodId
|
||||
} from "../Dashboard";
|
||||
import { ReportData } from "../../features/report";
|
||||
|
||||
export interface _ChartDataPoint {
|
||||
id: string;
|
||||
label: string;
|
||||
@@ -15,28 +8,3 @@ export interface _ChartDataPoint {
|
||||
export interface ChartDataPoint extends _ChartDataPoint {
|
||||
compare?: _ChartDataPoint;
|
||||
}
|
||||
|
||||
export interface HistoryChartProps {
|
||||
header: string;
|
||||
summary?: string;
|
||||
tabs: string[];
|
||||
|
||||
reportData: ReportData;
|
||||
|
||||
colorScheme: {
|
||||
primary: string;
|
||||
light: string;
|
||||
text: string;
|
||||
};
|
||||
|
||||
flow: DashboardFlow;
|
||||
periodType: DashboardPeriodType;
|
||||
selectedPeriodId: DashboardSelectedPeriodId;
|
||||
comparison: boolean;
|
||||
|
||||
togglePeriodType: () => void;
|
||||
setSelectedPeriodId: (id: string | null) => void;
|
||||
toggleComparison: () => void;
|
||||
|
||||
isFetching?: boolean;
|
||||
}
|
||||
|
||||
21
src/components/HistoryChart/HistoryChart.props.ts
Normal file
21
src/components/HistoryChart/HistoryChart.props.ts
Normal file
@@ -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;
|
||||
}
|
||||
@@ -1,18 +1,23 @@
|
||||
import * as React from "react";
|
||||
import { HistoryChartProps } 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,
|
||||
settings,
|
||||
reportData,
|
||||
flow,
|
||||
comparison,
|
||||
selectedPeriodId,
|
||||
setSelectedPeriodId
|
||||
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);
|
||||
|
||||
|
||||
@@ -11,49 +11,34 @@ 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";
|
||||
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({
|
||||
title,
|
||||
summary,
|
||||
settings,
|
||||
|
||||
export default function HistoryChartView(props: ViewProps) {
|
||||
const {
|
||||
header,
|
||||
summary,
|
||||
tabs,
|
||||
colorScheme,
|
||||
state,
|
||||
stateSetters,
|
||||
isFetching,
|
||||
|
||||
flow,
|
||||
periodType,
|
||||
selectedPeriodId,
|
||||
comparison,
|
||||
colorScheme,
|
||||
|
||||
togglePeriodType,
|
||||
setSelectedPeriodId,
|
||||
toggleComparison,
|
||||
activeTab,
|
||||
setActiveTab,
|
||||
currentData,
|
||||
visibleData,
|
||||
maxAmount,
|
||||
visibleCount,
|
||||
startIndex,
|
||||
setStartIndex,
|
||||
activeDataKey,
|
||||
}: HistoryChartViewProps) {
|
||||
|
||||
activeTab,
|
||||
setActiveTab,
|
||||
currentData,
|
||||
visibleData,
|
||||
maxAmount,
|
||||
visibleCount,
|
||||
startIndex,
|
||||
setStartIndex,
|
||||
activeDataKey,
|
||||
} = props;
|
||||
const { flow, periodType, selectedPeriodId, comparison } = state;
|
||||
const { togglePeriodType, setSelectedPeriodId, toggleComparison } = stateSetters;
|
||||
|
||||
const theme = useTheme();
|
||||
const isDark = theme.palette.mode === "dark";
|
||||
@@ -92,13 +77,13 @@ export default function HistoryChartView(props: ViewProps) {
|
||||
border: "1px solid",
|
||||
borderColor: "divider",
|
||||
bgcolor: isDark ? "background.paper" : colorScheme.light,
|
||||
opacity: props.isFetching ? 0.6 : 1,
|
||||
opacity: isFetching ? 0.6 : 1,
|
||||
transition: "opacity 0.3s ease",
|
||||
pointerEvents: props.isFetching ? "none" : "auto",
|
||||
pointerEvents: isFetching ? "none" : "auto",
|
||||
}}
|
||||
>
|
||||
<Typography variant="h6" fontWeight={700} gutterBottom>
|
||||
{header}
|
||||
{title}
|
||||
</Typography>
|
||||
|
||||
{summary && (
|
||||
@@ -108,7 +93,7 @@ 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>
|
||||
|
||||
@@ -1,67 +1,19 @@
|
||||
import { ReportData, Transaction, GroupKey } from "../../features/report";
|
||||
import { ReportData, GroupKey } from "../../features/report";
|
||||
import {
|
||||
mergeBucketPeriods,
|
||||
periodIdToKey,
|
||||
formatCurrency,
|
||||
filterBuckets,
|
||||
extractFilteredTransactions,
|
||||
} from "../report.helpers";
|
||||
import { LatestItem } from "./LatestItems.models";
|
||||
|
||||
// ─── Transaction extraction ─────────────────────────────────
|
||||
|
||||
function extractTransactions(
|
||||
reportData: ReportData,
|
||||
selectedPeriodId: string | null,
|
||||
selectedGroupKey: GroupKey | null,
|
||||
): Transaction[] {
|
||||
// 1. Get raw transactions
|
||||
let rawTxns: Transaction[] = [];
|
||||
|
||||
if (selectedPeriodId) {
|
||||
const key = periodIdToKey(selectedPeriodId);
|
||||
const periods = mergeBucketPeriods(reportData.buckets, key);
|
||||
const selected = periods.find((p) => p.id === selectedPeriodId);
|
||||
rawTxns = selected?.metric.transactions || [];
|
||||
} else {
|
||||
const periods = mergeBucketPeriods(reportData.buckets, "all");
|
||||
if (periods.length > 0) {
|
||||
rawTxns = periods[0].metric.transactions || [];
|
||||
}
|
||||
}
|
||||
|
||||
// 2. Filter by group key
|
||||
if (selectedGroupKey) {
|
||||
rawTxns = rawTxns.filter(txn => {
|
||||
let match = true;
|
||||
if (selectedGroupKey.tags && selectedGroupKey.tags.length > 0) {
|
||||
if (!txn.tags) match = false;
|
||||
else {
|
||||
const txnTags = txn.tags.map(t => 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 rawTxns;
|
||||
}
|
||||
|
||||
// ─── Main adapter ────────────────────────────────────────────
|
||||
|
||||
export function buildLatestItems(
|
||||
reportData: ReportData,
|
||||
selectedPeriodId: string | null,
|
||||
selectedGroupKey: GroupKey | null,
|
||||
selectedPeriodId: string | null | undefined,
|
||||
selectedGroupKey: GroupKey | null | undefined,
|
||||
flow: "outflows" | "inflows"
|
||||
): LatestItem[] {
|
||||
const txns = extractTransactions(reportData, selectedPeriodId, selectedGroupKey);
|
||||
const txns = extractFilteredTransactions(reportData, selectedPeriodId, selectedGroupKey);
|
||||
|
||||
return txns
|
||||
.sort(
|
||||
|
||||
@@ -5,12 +5,3 @@ export interface LatestItem {
|
||||
amount: string;
|
||||
timeAgo: string;
|
||||
}
|
||||
|
||||
export interface LatestItemsViewProps {
|
||||
items: LatestItem[];
|
||||
header: string;
|
||||
accentColor: string;
|
||||
canExpand: boolean;
|
||||
onExpand: () => void;
|
||||
isFetching?: boolean;
|
||||
}
|
||||
|
||||
10
src/components/LatestItems/LatestItems.props.ts
Normal file
10
src/components/LatestItems/LatestItems.props.ts
Normal file
@@ -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;
|
||||
}
|
||||
@@ -1,29 +1,24 @@
|
||||
import * as React from "react";
|
||||
import { ReportData, GroupKey } from "../../features/report";
|
||||
import { buildLatestItems } from "./LatestItems.adapter";
|
||||
import LatestItemsView from "./LatestItems.view";
|
||||
import { LatestItemsProps } from "./LatestItems.props";
|
||||
|
||||
type Props = {
|
||||
reportData: ReportData;
|
||||
flow: "outflows" | "inflows";
|
||||
header: string;
|
||||
selectedPeriodId: string | null;
|
||||
selectedGroupKey?: GroupKey | null;
|
||||
accentColor: string;
|
||||
isFetching?: boolean;
|
||||
};
|
||||
export default function LatestItems(props: LatestItemsProps) {
|
||||
const {
|
||||
reportData,
|
||||
state,
|
||||
stateSetters,
|
||||
isFetching,
|
||||
} = props;
|
||||
|
||||
export default function LatestItems({
|
||||
reportData,
|
||||
flow,
|
||||
header,
|
||||
selectedPeriodId,
|
||||
selectedGroupKey = null,
|
||||
accentColor,
|
||||
isFetching,
|
||||
}: Props) {
|
||||
const { flow, selectedPeriodId, selectedGroupKey } = state;
|
||||
const [visibleCount, setVisibleCount] = React.useState(5);
|
||||
|
||||
// Reset count when flow changes to start clean
|
||||
React.useEffect(() => {
|
||||
setVisibleCount(5);
|
||||
}, [flow]);
|
||||
|
||||
const allItems = React.useMemo(() => {
|
||||
return buildLatestItems(reportData, selectedPeriodId, selectedGroupKey, flow);
|
||||
}, [reportData, selectedPeriodId, selectedGroupKey, flow]);
|
||||
@@ -36,11 +31,9 @@ export default function LatestItems({
|
||||
|
||||
return (
|
||||
<LatestItemsView
|
||||
{...props}
|
||||
items={visibleItems}
|
||||
header={header}
|
||||
accentColor={accentColor}
|
||||
canExpand={canExpand}
|
||||
isFetching={isFetching}
|
||||
onExpand={() => setVisibleCount((prev) => prev + 5)}
|
||||
/>
|
||||
);
|
||||
|
||||
@@ -10,21 +10,23 @@ import {
|
||||
IconButton,
|
||||
} from "@mui/material";
|
||||
import ExpandMoreIcon from "@mui/icons-material/ExpandMore";
|
||||
import { LatestItemsViewProps } from "./LatestItems.models";
|
||||
import { LatestItemsViewProps } from "./LatestItems.props";
|
||||
|
||||
export default function LatestItemsView({
|
||||
items,
|
||||
header,
|
||||
accentColor,
|
||||
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">
|
||||
{header}
|
||||
{title}
|
||||
</Typography>
|
||||
</Box>
|
||||
|
||||
|
||||
@@ -1,11 +0,0 @@
|
||||
export interface ProgressCardProps {
|
||||
header: string;
|
||||
summary?: string;
|
||||
progressAmount: number;
|
||||
totalAmount: number;
|
||||
colorTheme?: "primary" | "secondary" | "error" | "info" | "success" | "warning";
|
||||
compact?: boolean;
|
||||
selected?: boolean;
|
||||
onClick?: () => void;
|
||||
isFetching?: boolean;
|
||||
}
|
||||
14
src/components/ProgressCard/ProgressCard.props.ts
Normal file
14
src/components/ProgressCard/ProgressCard.props.ts
Normal file
@@ -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;
|
||||
}
|
||||
@@ -1,25 +0,0 @@
|
||||
import * as React from "react";
|
||||
import ProgressCardView from "./ProgressCard.view";
|
||||
import { ProgressCardProps } from "./ProgressCard.models";
|
||||
import { getPercentage, formatCurrency } from "../report.helpers";
|
||||
|
||||
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}
|
||||
selected={props.selected}
|
||||
onClick={props.onClick}
|
||||
/>
|
||||
);
|
||||
}
|
||||
@@ -8,93 +8,83 @@ 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;
|
||||
selected?: boolean;
|
||||
onClick?: () => void;
|
||||
}
|
||||
import { getPercentage, formatCurrency } from "../report.helpers";
|
||||
import { ProgressCardViewProps } from "./ProgressCard.props";
|
||||
|
||||
export default function ProgressCardView({
|
||||
header,
|
||||
colorTheme = "info",
|
||||
percentage,
|
||||
formattedProgress,
|
||||
formattedTotal,
|
||||
compact = false,
|
||||
title,
|
||||
settings,
|
||||
|
||||
isFetching,
|
||||
|
||||
colorScheme,
|
||||
|
||||
progressAmount,
|
||||
totalAmount,
|
||||
selected,
|
||||
onClick,
|
||||
}: ViewProps) {
|
||||
}: 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,
|
||||
cursor: onClick ? "pointer" : "default",
|
||||
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",
|
||||
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%)`;
|
||||
},
|
||||
bgcolor: isDark ? "background.paper" : colorScheme.light,
|
||||
color: "#fff",
|
||||
display: "flex",
|
||||
flexDirection: "column",
|
||||
alignItems: compact ? "flex-start" : "center",
|
||||
alignItems: settings.compact ? "flex-start" : "center",
|
||||
justifyContent: "center",
|
||||
position: "relative",
|
||||
overflow: "hidden",
|
||||
border: selected
|
||||
border: selected
|
||||
? `2px solid #fff`
|
||||
: isDark ? "1px solid rgba(255,255,255,0.1)" : "none",
|
||||
boxShadow: (theme) => {
|
||||
const baseShadow = `0 ${compact ? 6 : 12}px ${compact ? 12 : 24}px -10px ${
|
||||
isDark
|
||||
? "rgba(0,0,0,0.5)"
|
||||
: theme.palette[colorTheme]?.main || theme.palette.primary.main
|
||||
}`;
|
||||
return selected
|
||||
? `${baseShadow}, 0 0 0 2px ${theme.palette.background.paper}, 0 0 0 4px ${theme.palette[colorTheme]?.main || theme.palette.primary.main}`
|
||||
: baseShadow;
|
||||
},
|
||||
opacity: arguments[0].isFetching ? 0.6 : 1,
|
||||
pointerEvents: arguments[0].isFetching ? "none" : "auto",
|
||||
: isDark
|
||||
? "1px solid rgba(255,255,255,0.1)"
|
||||
: "none",
|
||||
boxShadow: "none",
|
||||
opacity: isFetching ? 0.6 : 1,
|
||||
pointerEvents: isFetching ? "none" : "auto",
|
||||
}}
|
||||
>
|
||||
<Typography
|
||||
variant={compact ? "body2" : "subtitle1"}
|
||||
fontWeight={700}
|
||||
sx={{
|
||||
opacity: 0.95,
|
||||
mb: compact ? 1.5 : 2,
|
||||
width: '100%',
|
||||
overflow: 'hidden',
|
||||
textOverflow: 'ellipsis',
|
||||
whiteSpace: 'nowrap',
|
||||
<Typography
|
||||
variant={settings.compact ? "body2" : "subtitle1"}
|
||||
fontWeight={700}
|
||||
sx={{
|
||||
opacity: 0.95,
|
||||
mb: settings.compact ? 1.5 : 2,
|
||||
width: "100%",
|
||||
overflow: "hidden",
|
||||
textOverflow: "ellipsis",
|
||||
whiteSpace: "nowrap",
|
||||
letterSpacing: 0.5,
|
||||
textShadow: isDark ? '0 1px 2px rgba(0,0,0,0.3)' : 'none'
|
||||
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,
|
||||
textShadow: isDark ? "0 2px 4px rgba(0,0,0,0.3)" : "none",
|
||||
}}
|
||||
>
|
||||
{formattedProgress}
|
||||
</Typography>
|
||||
@@ -108,24 +98,24 @@ export default function ProgressCardView({
|
||||
/>
|
||||
|
||||
<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: "rgba(255,255,255,0.9)",
|
||||
}}
|
||||
>
|
||||
of {formattedTotal}
|
||||
</Typography>
|
||||
</Box>
|
||||
|
||||
<Box sx={{ width: "100%", mt: 'auto' }}>
|
||||
<Box sx={{ width: "100%", mt: "auto" }}>
|
||||
<LinearProgress
|
||||
variant="determinate"
|
||||
value={percentage}
|
||||
sx={{
|
||||
height: compact ? 6 : 10,
|
||||
height: settings.compact ? 6 : 10,
|
||||
borderRadius: 5,
|
||||
[`&.${linearProgressClasses.colorPrimary}`]: {
|
||||
backgroundColor: "rgba(0, 0, 0, 0.25)",
|
||||
@@ -133,7 +123,7 @@ export default function ProgressCardView({
|
||||
[`& .${linearProgressClasses.bar}`]: {
|
||||
borderRadius: 5,
|
||||
backgroundColor: "#fff",
|
||||
boxShadow: '0 0 8px rgba(255,255,255,0.4)'
|
||||
boxShadow: "0 0 8px rgba(255,255,255,0.4)",
|
||||
},
|
||||
}}
|
||||
/>
|
||||
|
||||
@@ -1,5 +1,8 @@
|
||||
import { mergeBucketPeriods, periodIdToKey } from "../report.helpers";
|
||||
import { GroupKey, ReportData } from "../../features/report";
|
||||
import {
|
||||
extractFilteredTransactions,
|
||||
aggregateTransactions,
|
||||
} from "../report.helpers";
|
||||
|
||||
export interface PayeeItem {
|
||||
name: string;
|
||||
@@ -12,54 +15,17 @@ export function extractTopPayees(
|
||||
selectedPeriodId?: string | null,
|
||||
selectedGroupKey?: GroupKey | null
|
||||
): { items: PayeeItem[]; total: number } {
|
||||
const payeeMap = new Map<string, number>();
|
||||
const txns = extractFilteredTransactions(reportData, selectedPeriodId, selectedGroupKey);
|
||||
|
||||
let targetPeriods = [];
|
||||
|
||||
if (selectedPeriodId) {
|
||||
const key = periodIdToKey(selectedPeriodId);
|
||||
const periods = mergeBucketPeriods(reportData.buckets, key);
|
||||
const selected = periods.find((p) => p.id === selectedPeriodId);
|
||||
if (selected) {
|
||||
targetPeriods.push(selected);
|
||||
const { items, total } = aggregateTransactions(txns, (txn) => {
|
||||
if (txn.payee && txn.payee.name) {
|
||||
return [txn.payee.name];
|
||||
}
|
||||
} else {
|
||||
// If no specific period is selected, aggregate over the "all" period bucket
|
||||
targetPeriods = mergeBucketPeriods(reportData.buckets, "all");
|
||||
}
|
||||
|
||||
for (const p of targetPeriods) {
|
||||
let txns = p.metric.transactions || [];
|
||||
|
||||
if (selectedGroupKey?.tags && selectedGroupKey.tags.length > 0) {
|
||||
txns = txns.filter(txn => {
|
||||
if (!txn.tags) return false;
|
||||
const txnTags = txn.tags.map(t => typeof t === "string" ? t : t.name);
|
||||
return selectedGroupKey.tags!.every(selectedTag => txnTags.includes(selectedTag));
|
||||
});
|
||||
}
|
||||
|
||||
for (const txn of txns) {
|
||||
if (txn.payee && txn.payee.name) {
|
||||
const current = payeeMap.get(txn.payee.name) || 0;
|
||||
payeeMap.set(txn.payee.name, current + txn.amount);
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
let items: PayeeItem[] = [];
|
||||
let total = 0;
|
||||
|
||||
for (const [name, amount] of payeeMap.entries()) {
|
||||
items.push({ name, amount });
|
||||
total += amount;
|
||||
}
|
||||
|
||||
// Sort descending by amount
|
||||
items.sort((a, b) => b.amount - a.amount);
|
||||
return [];
|
||||
});
|
||||
|
||||
return {
|
||||
items: items.slice(0, 4), // Top 4
|
||||
items,
|
||||
total,
|
||||
};
|
||||
}
|
||||
|
||||
@@ -1,30 +1,22 @@
|
||||
import * as React from "react";
|
||||
import { Box, Paper, Typography } from "@mui/material";
|
||||
import { ReportData, GroupKey } from "../../features/report";
|
||||
import ProgressCard from "./ProgressCard";
|
||||
import ProgressCardView from "./ProgressCard.view";
|
||||
import { extractTopPayees } from "./TopPayees.adapter";
|
||||
import { ProgressCardProps } from "./ProgressCard.props";
|
||||
|
||||
type Props = {
|
||||
reportData: ReportData;
|
||||
flow: "outflows" | "inflows";
|
||||
header: string;
|
||||
selectedPeriodId?: string | null;
|
||||
selectedGroupKey?: GroupKey | null;
|
||||
setSelectedGroupKey?: (key: GroupKey | null) => void;
|
||||
compact?: boolean;
|
||||
isFetching?: boolean;
|
||||
};
|
||||
export default function TopPayees(props: ProgressCardProps) {
|
||||
const {
|
||||
title,
|
||||
|
||||
reportData,
|
||||
state,
|
||||
stateSetters,
|
||||
|
||||
isFetching,
|
||||
} = props
|
||||
const { flow, selectedPeriodId, selectedGroupKey } = state;
|
||||
const { setSelectedGroupKey } = stateSetters;
|
||||
|
||||
export default function TopPayees({
|
||||
reportData,
|
||||
flow,
|
||||
header,
|
||||
selectedPeriodId,
|
||||
selectedGroupKey,
|
||||
setSelectedGroupKey,
|
||||
compact = true,
|
||||
isFetching,
|
||||
}: Props) {
|
||||
const { items, total } = React.useMemo(() => {
|
||||
return extractTopPayees(reportData, flow, selectedPeriodId, selectedGroupKey);
|
||||
}, [reportData, flow, selectedPeriodId, selectedGroupKey]);
|
||||
@@ -45,7 +37,7 @@ export default function TopPayees({
|
||||
}}
|
||||
>
|
||||
<Typography variant="h6" fontWeight={700} gutterBottom>
|
||||
{header}
|
||||
{title}
|
||||
</Typography>
|
||||
|
||||
<Box
|
||||
@@ -60,17 +52,15 @@ export default function TopPayees({
|
||||
}}
|
||||
>
|
||||
{items.map((item) => {
|
||||
const isSelected = selectedGroupKey?.payee?.includes(item.name);
|
||||
const isSelected = !!selectedGroupKey?.payee?.includes(item.name);
|
||||
return (
|
||||
<ProgressCard
|
||||
<ProgressCardView
|
||||
{...props}
|
||||
key={item.name}
|
||||
header={item.name}
|
||||
title={item.name}
|
||||
progressAmount={item.amount}
|
||||
totalAmount={total}
|
||||
compact={compact}
|
||||
colorTheme={flow === "outflows" ? "error" : "success"}
|
||||
selected={isSelected}
|
||||
isFetching={isFetching}
|
||||
onClick={() => {
|
||||
if (setSelectedGroupKey) {
|
||||
let newKey = selectedGroupKey ? { ...selectedGroupKey } : {};
|
||||
|
||||
@@ -1,11 +1,9 @@
|
||||
import { ReportData } from "../../features/report";
|
||||
import { ReportData, GroupKey } from "../../features/report";
|
||||
import {
|
||||
mergeBucketPeriods,
|
||||
periodIdToKey,
|
||||
extractFilteredTransactions,
|
||||
aggregateTransactions,
|
||||
} from "../report.helpers";
|
||||
|
||||
import { GroupKey } from "../../features/report";
|
||||
|
||||
export interface TagItem {
|
||||
tag: string;
|
||||
amount: number;
|
||||
@@ -17,55 +15,17 @@ export function extractTopTags(
|
||||
selectedPeriodId?: string | null,
|
||||
selectedGroupKey?: GroupKey | null
|
||||
): { items: TagItem[]; total: number } {
|
||||
const tagMap = new Map<string, number>();
|
||||
const txns = extractFilteredTransactions(reportData, selectedPeriodId, selectedGroupKey);
|
||||
|
||||
let periodKey: ReturnType<typeof periodIdToKey> = "all";
|
||||
if (selectedPeriodId) {
|
||||
periodKey = periodIdToKey(selectedPeriodId);
|
||||
}
|
||||
|
||||
const periods = mergeBucketPeriods(reportData.buckets, periodKey);
|
||||
|
||||
let period = periods[0];
|
||||
if (selectedPeriodId) {
|
||||
period = periods.find(p => p.id === selectedPeriodId) || period;
|
||||
} else if (periods.length > 0) {
|
||||
period = periods.reduce((latest, p) =>
|
||||
new Date(p.start).getTime() > new Date(latest.start).getTime()
|
||||
? p
|
||||
: latest
|
||||
);
|
||||
}
|
||||
|
||||
if (period && period.metric && period.metric.transactions) {
|
||||
let txns = period.metric.transactions;
|
||||
if (selectedGroupKey?.payee && selectedGroupKey.payee.length > 0) {
|
||||
txns = txns.filter(txn =>
|
||||
txn.payee?.name && selectedGroupKey.payee!.includes(txn.payee.name)
|
||||
);
|
||||
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"];
|
||||
});
|
||||
|
||||
for (const txn of txns) {
|
||||
if (txn.tags && txn.tags.length > 0) {
|
||||
for (const tagObj of txn.tags) {
|
||||
const tagName = typeof tagObj === "string" ? tagObj : tagObj.name;
|
||||
tagMap.set(tagName, (tagMap.get(tagName) || 0) + txn.amount);
|
||||
}
|
||||
} else {
|
||||
tagMap.set("Untagged", (tagMap.get("Untagged") || 0) + txn.amount);
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
const arr = Array.from(tagMap.entries()).map(([tag, amount]) => ({
|
||||
tag,
|
||||
amount,
|
||||
}));
|
||||
|
||||
arr.sort((a, b) => b.amount - a.amount);
|
||||
|
||||
const top = arr.slice(0, 4);
|
||||
const total = top.reduce((sum, t) => sum + t.amount, 0);
|
||||
|
||||
return { items: top, total };
|
||||
return {
|
||||
items: items.map((item) => ({ tag: item.name, amount: item.amount })),
|
||||
total,
|
||||
};
|
||||
}
|
||||
|
||||
@@ -1,30 +1,22 @@
|
||||
import * as React from "react";
|
||||
import { Box, Paper, Typography } from "@mui/material";
|
||||
import { ReportData, GroupKey } from "../../features/report";
|
||||
import ProgressCard from "./ProgressCard";
|
||||
import ProgressCardView from "./ProgressCard.view";
|
||||
import { extractTopTags } from "./TopTags.adapter";
|
||||
import { ProgressCardProps } from "./ProgressCard.props";
|
||||
|
||||
type Props = {
|
||||
reportData: ReportData;
|
||||
flow: "outflows" | "inflows";
|
||||
header: string;
|
||||
selectedPeriodId?: string | null;
|
||||
selectedGroupKey?: GroupKey | null;
|
||||
setSelectedGroupKey?: (key: GroupKey | null) => void;
|
||||
compact?: boolean;
|
||||
isFetching?: boolean;
|
||||
};
|
||||
export default function TopTags(props: ProgressCardProps) {
|
||||
const {
|
||||
title,
|
||||
|
||||
reportData,
|
||||
state,
|
||||
stateSetters,
|
||||
|
||||
isFetching,
|
||||
} = props
|
||||
const { flow, selectedPeriodId, selectedGroupKey } = state;
|
||||
const { setSelectedGroupKey } = stateSetters;
|
||||
|
||||
export default function TopTags({
|
||||
reportData,
|
||||
flow,
|
||||
header,
|
||||
selectedPeriodId,
|
||||
selectedGroupKey,
|
||||
setSelectedGroupKey,
|
||||
compact = true,
|
||||
isFetching,
|
||||
}: Props) {
|
||||
const { items, total } = React.useMemo(() => {
|
||||
return extractTopTags(reportData, flow, selectedPeriodId, selectedGroupKey);
|
||||
}, [reportData, flow, selectedPeriodId, selectedGroupKey]);
|
||||
@@ -45,7 +37,7 @@ export default function TopTags({
|
||||
}}
|
||||
>
|
||||
<Typography variant="h6" fontWeight={700} gutterBottom>
|
||||
{header}
|
||||
{title}
|
||||
</Typography>
|
||||
|
||||
<Box
|
||||
@@ -60,17 +52,15 @@ export default function TopTags({
|
||||
}}
|
||||
>
|
||||
{items.map((item) => {
|
||||
const isSelected = selectedGroupKey?.tags?.includes(item.tag);
|
||||
const isSelected = !!selectedGroupKey?.tags?.includes(item.tag);
|
||||
return (
|
||||
<ProgressCard
|
||||
<ProgressCardView
|
||||
{...props}
|
||||
key={item.tag}
|
||||
header={item.tag}
|
||||
title={item.tag}
|
||||
progressAmount={item.amount}
|
||||
totalAmount={total}
|
||||
compact={compact}
|
||||
colorTheme={flow === "outflows" ? "error" : "success"}
|
||||
selected={isSelected}
|
||||
isFetching={isFetching}
|
||||
onClick={() => {
|
||||
if (setSelectedGroupKey) {
|
||||
let newKey = selectedGroupKey ? { ...selectedGroupKey } : {};
|
||||
|
||||
@@ -1,2 +1,2 @@
|
||||
export { default } from "./ProgressCard";
|
||||
export * from "./ProgressCard.models";
|
||||
export { default } from "./ProgressCard.view";
|
||||
export * from "./ProgressCard.props";
|
||||
|
||||
@@ -3,6 +3,8 @@ import {
|
||||
ReportBucket,
|
||||
GroupKey,
|
||||
PeriodType,
|
||||
ReportData,
|
||||
Transaction,
|
||||
} from "../features/report";
|
||||
|
||||
// ─── Types ────────────────────────────────────────────────────
|
||||
@@ -140,3 +142,89 @@ export function filterBuckets(
|
||||
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 };
|
||||
}
|
||||
|
||||
@@ -14,9 +14,6 @@ export const configuration: DashboardConfig = {
|
||||
settings: {
|
||||
tabs: ["Weekly", "Monthly"],
|
||||
},
|
||||
style: {
|
||||
size: 12,
|
||||
},
|
||||
},
|
||||
{
|
||||
id: "top-categories",
|
||||
@@ -25,9 +22,6 @@ export const configuration: DashboardConfig = {
|
||||
settings: {
|
||||
compact: true,
|
||||
},
|
||||
style: {
|
||||
size: 12,
|
||||
},
|
||||
},
|
||||
{
|
||||
id: "top-payees",
|
||||
@@ -36,17 +30,11 @@ export const configuration: DashboardConfig = {
|
||||
settings: {
|
||||
compact: true,
|
||||
},
|
||||
style: {
|
||||
size: 12,
|
||||
},
|
||||
},
|
||||
{
|
||||
id: "items",
|
||||
title: 'Recent Transactions',
|
||||
component: LatestItems,
|
||||
style: {
|
||||
size: 12,
|
||||
},
|
||||
},
|
||||
],
|
||||
style: {
|
||||
|
||||
Reference in New Issue
Block a user