home changes for new routes

# 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>

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,

src/AppTheme.tsx

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

src/Dashboard.tsx

@@ -3,29 +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 {
   useReport,
   prepareReport,
 } from "./features/report";
+import { useResourceByName } from "../react-openapi";
+
+function formatSnapshotDate(iso: string) {
+  const d = new Date(iso);
+  return d.toLocaleString(undefined, {
+    year: "numeric",
+    month: "short",
+    day: "numeric",
+    hour: "2-digit",
+    minute: "2-digit",
+  });
+}
 
 export default function Dashboard() {
+  const [state, setState] = React.useState<DashboardState>({
+    flow: "outflows",
+    periodType: "rolling",
+    selectedPeriodId: null,
+    selectedGroupKey: null,
+    comparison: false,
+  });
+
+  const [appliedPayees, setAppliedPayees] = React.useState<string[]>([]);
+  const [appliedTags, setAppliedTags] = React.useState<string[]>([]);
+
+  const [payeeInput, setPayeeInput] = React.useState<string[]>([]);
+  const [tagsInput, setTagsInput] = React.useState<string[]>([]);
+
+  const [loadedPayees, setLoadedPayees] = React.useState<string[]>([]);
+  const [loadedTags, setLoadedTags] = React.useState<string[]>([]);
+
+  const [selectedSnapshotId, setSelectedSnapshotId] = React.useState<string | null>(null);
+
+  const { data: snapshotsData } = useResourceByName("reports").useList();
+  const snapshotOptions = React.useMemo(() => {
+    const options: { label: string; value: string | null }[] = [
+      { label: "Latest (auto)", value: null },
+    ];
+    if (snapshotsData?.data) {
+      for (const snap of snapshotsData.data) {
+        options.push({
+          label: `Snapshot from ${formatSnapshotDate(snap.created_at)}`,
+          value: snap.snapshot_id,
+        });
+      }
+    }
+    return options;
+  }, [snapshotsData]);
+
+  const selectedSnapshotOption = snapshotOptions.find((o) => o.value === selectedSnapshotId) ?? snapshotOptions[0];
+
   const report = useReport({
-    periods: ["weekly", "monthly", "full"],
-    rolling: true,
-    include_transactions: true,
-    group_by: ["tags"],
-  })
+    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) {
+  if (isLoading && !report.data) {
     return (
       <Box sx={{ display: "flex", justifyContent: "center", alignItems: "center", height: "60vh" }}>
         <CircularProgress />
@@ -41,15 +248,93 @@ export default function Dashboard() {
     );
   }
 
-  if (!report) {
+  if (!report.data) {
     return null;
   }
 
-  const data = prepareReport(report.data?.data);
+  const data = prepareReport(report.data);
   return (
-    <ConfigurableDashboard
-      config={configuration}
-      data={data}
-    />
+    <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>
   );
 }

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>
+  );
+}

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 ? (
           <>

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>
   );

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>
+  );
+}

src/components/Dashboard/Dashboard.models.ts

@@ -4,50 +4,58 @@ import {
   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>;
+  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: ReportData;
+  state: DashboardState;
+  stateSetters: DashboardStateSetters;
+  isFetching: boolean;
+}
+
+export interface ColorScheme {
+  primary: string;
+  surface: string;
+  text: string;
+}
+
+export interface ComponentProps extends DashboardSection {
+  reportData: ReportData;
+
+  state: DashboardState;
+  stateSetters: DashboardStateSetters;
+  isFetching: boolean;
+
+  colorScheme: ColorScheme;
 }

src/components/Dashboard/Dashboard.tsx

@@ -1,55 +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,
-    selectedGroupKey: 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 }));
-  };
-
-  const setSelectedGroupKey = (groupKey: typeof state.selectedGroupKey) => {
-    setState(prev => ({ ...prev, selectedGroupKey: groupKey }));
-  };
-
-  return (
-    <DashboardView
-      {...props}
-      state={state}
-      setState={setState}
-      toggleMode={toggleMode}
-      togglePeriodType={togglePeriodType}
-      toggleComparison={toggleComparison}
-      setSelectedPeriodId={setSelectedPeriodId}
-      setSelectedGroupKey={setSelectedGroupKey}
-    />
-  );
-}

src/components/Dashboard/Dashboard.view.tsx

@@ -3,132 +3,98 @@ import {
   Box,
   Container,
   Grid,
-  Typography,
   ToggleButton,
-  ToggleButtonGroup
+  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>>;
-  toggleMode: () => void;
-  togglePeriodType: () => void;
-  setSelectedPeriodId: (id: string | null) => void;
-  setSelectedGroupKey: (groupKey: GroupKey | null) => void;
-  toggleComparison: () => void;
-}
+import { DashboardViewProps } from "./Dashboard.models";
 
 export default function DashboardView({
   config,
   data,
   state,
-  setState,
-  toggleMode,
-  togglePeriodType,
-  toggleComparison,
-  setSelectedPeriodId,
-  setSelectedGroupKey,
-}: ViewProps) {
+  stateSetters,
+  isFetching,
+}: DashboardViewProps) {
   const theme = useTheme();
-  const themeMode = theme.palette.mode;
-  const { mode, periodType, comparison, selectedPeriodId, selectedGroupKey } = 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", justifyContent: "center", mb: 3 }}>
+      <Box
+        sx={{
+          display: "flex",
+          flexDirection: "column",
+          alignItems: "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}>
         {config.sections.map((section) => {
           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>
-              )}
-
+            <Grid key={section.id} size={12}>
               <Component
-                {...section.settings}
-                header={section.title}
-                summary={section.summary}
+                {...section}
+
                 reportData={data}
-                title={section.title}
-                accentColor={colors.primary}
-                colorScheme={colors}
 
-                // State management
-                mode={mode}
+                state={state}
+                stateSetters={stateSetters}
+                isFetching={isFetching}
 
-                periodType={periodType}
-                comparison={comparison}
-                selectedPeriodId={selectedPeriodId}
-                selectedGroupKey={selectedGroupKey}
-
-                togglePeriodType={togglePeriodType}
-                toggleComparison={toggleComparison}
-                setSelectedPeriodId={setSelectedPeriodId}
-                setSelectedGroupKey={setSelectedGroupKey}
+                colorScheme={colorScheme}
               />
             </Grid>
           );

src/components/Dashboard/index.ts

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

src/components/HistoryChart/HistoryChart.adapter.ts

@@ -9,15 +9,14 @@ import { ChartDataPoint } from "./HistoryChart.models";
 // ─── Tab → PeriodKey ─────────────────────────────────────────
 
 const TAB_TO_KEY: Record<string, PeriodKey> = {
+  Daily: "daily",
   Weekly: "weekly",
   Monthly: "monthly",
-  Yearly: "yearly",
-  "Financial Year": "fyly",
-  "All Time": "full",
+  "All Time": "all",
 };
 
 export function tabToKey(tab: string): PeriodKey {
-  return TAB_TO_KEY[tab] ?? "full";
+  return TAB_TO_KEY[tab] ?? "all";
 }
 
 // ─── Comparison ──────────────────────────────────────────────
@@ -27,10 +26,9 @@ function attachComparison(
   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;
-    if (key === "yearly") return i - 1;
-    if (key === "fyly") return i - 1;
     return -1;
   };
 
@@ -56,7 +54,7 @@ function attachComparison(
 export function buildChartData(
   reportData: ReportData,
   key: PeriodKey,
-  mode: "expense" | "income",
+  flow: "outflows" | "inflows",
   comparison: boolean
 ): ChartDataPoint[] {
   const merged = mergeBucketPeriods(reportData.buckets, key);
@@ -64,7 +62,7 @@ export function buildChartData(
   let points: ChartDataPoint[] = merged.map((p) => ({
     id: p.id,
     label: p.label,
-    amount: getAmount(p, mode),
+    amount: getAmount(p),
   }));
 
   if (comparison) {

src/components/HistoryChart/HistoryChart.models.ts

@@ -1,10 +1,3 @@
-import {
-  DashboardMode,
-  DashboardPeriodType,
-  DashboardSelectedPeriodId
-} from "../Dashboard";
-import { ReportData } from "../../features/report";
-
 export interface _ChartDataPoint {
   id: string;
   label: string;
@@ -15,26 +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;
-  };
-
-  mode: DashboardMode;
-  periodType: DashboardPeriodType;
-  selectedPeriodId: DashboardSelectedPeriodId;
-  comparison: boolean;
-
-  togglePeriodType: () => void;
-  setSelectedPeriodId: (id: string | null) => void;
-  toggleComparison: () => void;
-}

src/components/HistoryChart/HistoryChart.props.ts

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

src/components/HistoryChart/HistoryChart.tsx

@@ -1,26 +1,31 @@
 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,
-    mode,
-    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);
 
   const activeDataKey = tabToKey(activeTab);
 
   const currentData = React.useMemo(() => {
-    return buildChartData(reportData, activeDataKey, mode, comparison);
-  }, [reportData, activeDataKey, mode, comparison]);
+    return buildChartData(reportData, activeDataKey, flow, comparison);
+  }, [reportData, activeDataKey, flow, comparison]);
 
   const maxAmount =
     currentData.length > 0
@@ -35,11 +40,10 @@ export default function HistoryChart(props: HistoryChartProps) {
       : 1;
 
   const visibleCountMap = {
+    daily: 7,
     weekly: 6,
     monthly: 4,
-    yearly: 4,
-    fyly: 4,
-    full: 4,
+    all: 4,
   };
 
   const visibleCount = visibleCountMap[activeDataKey] ?? 4;

src/components/HistoryChart/HistoryChart.view.tsx

@@ -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,
 
-    mode,
-    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";
@@ -91,11 +76,14 @@ export default function HistoryChartView(props: ViewProps) {
         boxShadow: "none",
         border: "1px solid",
         borderColor: "divider",
-        bgcolor: isDark ? "background.paper" : colorScheme.light,
+        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>
-        {header}
+        {title}
       </Typography>
 
       {summary && (
@@ -105,7 +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>

src/components/LatestItems/LatestItems.adapter.ts

@@ -1,56 +1,21 @@
-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,
-  mode: "expense" | "income"
-): Transaction[] {
-  const buckets = filterBuckets(reportData.buckets, selectedGroupKey);
-  if (selectedPeriodId) {
-    const key = periodIdToKey(selectedPeriodId);
-    const periods = mergeBucketPeriods(buckets, key);
-    const selected = periods.find((p) => p.id === selectedPeriodId);
-
-    if (!selected) return [];
-
-    return mode === "expense"
-      ? (selected.expenses.transactions || [])
-      : (selected.incomes.transactions || []);
-  }
-
-  const periods = mergeBucketPeriods(buckets, "full");
-
-  if (!periods.length) return [];
-
-  const full = periods[0];
-
-  return mode === "expense"
-    ? (full.expenses.transactions || [])
-    : (full.incomes.transactions || []);
-}
-
 // ─── Main adapter ────────────────────────────────────────────
 
 export function buildLatestItems(
   reportData: ReportData,
-  selectedPeriodId: string | null,
-  selectedGroupKey: GroupKey | null,
-  mode: "expense" | "income"
+  selectedPeriodId: string | null | undefined,
+  selectedGroupKey: GroupKey | null | undefined,
+  flow: "outflows" | "inflows"
 ): LatestItem[] {
-  const txns = extractTransactions(reportData, selectedPeriodId, selectedGroupKey, mode);
+  const txns = extractFilteredTransactions(reportData, selectedPeriodId, selectedGroupKey);
 
   return txns
-    .filter((t) => (mode === "expense" ? t.amount < 0 : t.amount >= 0))
     .sort(
       (a, b) =>
         new Date(b.occurred_at).getTime() -

src/components/LatestItems/LatestItems.models.ts

@@ -5,10 +5,3 @@ export interface LatestItem {
   amount: string;
   timeAgo: string;
 }
-
-export interface LatestItemsViewProps {
-  items: LatestItem[];
-  accentColor: string;
-  canExpand: boolean;
-  onExpand: () => void;
-}

src/components/LatestItems/LatestItems.props.ts

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

src/components/LatestItems/LatestItems.tsx

@@ -1,42 +1,38 @@
 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;
-  mode: "expense" | "income";
-  selectedPeriodId: string | null;
-  selectedGroupKey?: GroupKey | null;
-  accentColor: string;
-};
+export default function LatestItems(props: LatestItemsProps) {
+  const {
+    reportData,
+    state,
+    stateSetters,
+    isFetching,
+  } = props;
 
-export default function LatestItems({
-  reportData,
-  mode,
-  selectedPeriodId,
-  selectedGroupKey = null,
-  accentColor,
-}: Props) {
+  const { flow, selectedPeriodId, selectedGroupKey } = state;
   const [visibleCount, setVisibleCount] = React.useState(5);
 
-  const allItems = React.useMemo(() => {
-    return buildLatestItems(reportData, selectedPeriodId, selectedGroupKey, mode);
-  }, [reportData, selectedPeriodId, selectedGroupKey, mode]);
+  // Reset count when flow changes to start clean
+  React.useEffect(() => {
+    setVisibleCount(5);
+  }, [flow]);
 
-  const hasSelection = Boolean(selectedPeriodId) || Boolean(selectedGroupKey);
+  const allItems = React.useMemo(() => {
+    return buildLatestItems(reportData, selectedPeriodId, selectedGroupKey, flow);
+  }, [reportData, selectedPeriodId, selectedGroupKey, flow]);
 
   const visibleItems = React.useMemo(() => {
-    if (!hasSelection) return allItems.slice(0, 5);
     return allItems.slice(0, visibleCount);
-  }, [allItems, hasSelection, visibleCount]);
+  }, [allItems, visibleCount]);
 
-  const canExpand = hasSelection && visibleCount < allItems.length;
+  const canExpand = visibleCount < allItems.length;
 
   return (
     <LatestItemsView
+      {...props}
       items={visibleItems}
-      accentColor={accentColor}
       canExpand={canExpand}
       onExpand={() => setVisibleCount((prev) => prev + 5)}
     />

src/components/LatestItems/LatestItems.view.tsx

@@ -9,20 +9,25 @@ import {
   Box,
   IconButton,
 } from "@mui/material";
+import { alpha } from "@mui/material/styles";
 import ExpandMoreIcon from "@mui/icons-material/ExpandMore";
-import { LatestItemsViewProps } from "./LatestItems.models";
+import { LatestItemsViewProps } from "./LatestItems.props";
 
 export default function LatestItemsView({
   items,
-  accentColor,
+  title,
   canExpand,
   onExpand,
+  isFetching,
+  colorScheme,
 }: LatestItemsViewProps) {
+  const accentColor = colorScheme?.primary || "";
+
   return (
-    <Box sx={{ width: "100%", bgcolor: "background.paper", borderRadius: 4, p: 2 }}>
+    <Box sx={{ width: "100%", bgcolor: "background.paper", borderRadius: 4, p: 2, opacity: isFetching ? 0.6 : 1, transition: "opacity 0.3s ease", pointerEvents: isFetching ? "none" : "auto" }}>
       <Box sx={{ mb: 2, px: 2 }}>
         <Typography variant="h6" fontWeight="bold">
-          Recent Transactions
+          {title}
         </Typography>
       </Box>
 
@@ -42,7 +47,7 @@ export default function LatestItemsView({
               <Avatar
                 variant="rounded"
                 sx={{
-                  bgcolor: `${accentColor}22`,
+                  bgcolor: alpha(accentColor, 0.13),
                   width: 48,
                   height: 48,
                   borderRadius: 3,

src/components/ProgressCard/ProgressCard.models.ts

@@ -1,10 +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;
-}

src/components/ProgressCard/ProgressCard.props.ts

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

src/components/ProgressCard/ProgressCard.tsx

@@ -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}
-    />
-  );
-}

src/components/ProgressCard/ProgressCard.view.tsx

@@ -8,91 +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;
-  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%)`;
-        },
-        color: "#fff",
+        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: 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;
-        },
+        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"} 
-        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'
         }}
       >
-        {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>
@@ -100,38 +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)}`,
             },
           }}
         />

src/components/ProgressCard/TopPayees.adapter.ts

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

src/components/ProgressCard/TopPayees.tsx

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

src/components/ProgressCard/TopTags.adapter.ts

@@ -1,32 +1,9 @@
-import { ReportData } from "../../features/report";
+import { ReportData, GroupKey } from "../../features/report";
 import {
-  getAmount,
-  DecoratedPeriod,
+  extractFilteredTransactions,
+  aggregateTransactions,
 } from "../report.helpers";
 
-// ─── Helpers ─────────────────────────────────────────────────
-
-function findPeriod(
-  periods: DecoratedPeriod[],
-  selectedPeriodId?: string | null
-) {
-  if (!periods.length) return null;
-
-  if (selectedPeriodId) {
-    const match = periods.find((p) => p.id === selectedPeriodId);
-    if (match) return match;
-  }
-
-  // fallback → latest
-  return periods.reduce((latest, p) =>
-    new Date(p.start).getTime() > new Date(latest.start).getTime()
-      ? p
-      : latest
-  );
-}
-
-// ─── Main adapter ────────────────────────────────────────────
-
 export interface TagItem {
   tag: string;
   amount: number;
@@ -34,41 +11,21 @@ export interface TagItem {
 
 export function extractTopTags(
   reportData: ReportData,
-  mode: "expense" | "income",
-  selectedPeriodId?: string | null
+  flow: "outflows" | "inflows",
+  selectedPeriodId?: string | null,
+  selectedGroupKey?: GroupKey | null
 ): { items: TagItem[]; total: number } {
-  const tagMap = new Map<string, number>();
+  const txns = extractFilteredTransactions(reportData, selectedPeriodId, selectedGroupKey);
 
-  for (const bucket of reportData.buckets) {
-    const tags = bucket.group_key.tags;
-    if (!tags || tags.length === 0) continue;
-
-    // Prefer FULL if available
-    const fullPeriods = (bucket.periods.full || []) as DecoratedPeriod[];
-
-    const periodsToUse = selectedPeriodId
-      ? (Object.values(bucket.periods).flat() as DecoratedPeriod[])
-      : fullPeriods;
-
-    const period = findPeriod(periodsToUse, selectedPeriodId);
-    if (!period) continue;
-
-    const amount = getAmount(period, mode);
-
-    for (const tag of tags) {
-      tagMap.set(tag, (tagMap.get(tag) || 0) + amount);
+  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"];
+  });
 
-  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,
+  };
 }

src/components/ProgressCard/TopTags.tsx

@@ -1,61 +1,83 @@
 import * as React from "react";
-import { Box } from "@mui/material";
-import { ReportData, GroupKey } from "../../features/report";
-import ProgressCard from "./ProgressCard";
+import { Box, Paper, Typography } from "@mui/material";
+import ProgressCardView from "./ProgressCard.view";
 import { extractTopTags } from "./TopTags.adapter";
+import { ProgressCardProps } from "./ProgressCard.props";
 
-type Props = {
-  reportData: ReportData;
-  mode: "expense" | "income";
-  selectedPeriodId?: string | null;
-  selectedGroupKey?: GroupKey | null;
-  setSelectedGroupKey?: (key: GroupKey | null) => void;
-  compact?: 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,
-  mode,
-  selectedPeriodId,
-  selectedGroupKey,
-  setSelectedGroupKey,
-  compact = true,
-}: Props) {
   const { items, total } = React.useMemo(() => {
-    return extractTopTags(reportData, mode, selectedPeriodId);
-  }, [reportData, mode, selectedPeriodId]);
+    return extractTopTags(reportData, flow, selectedPeriodId, selectedGroupKey);
+  }, [reportData, flow, selectedPeriodId, selectedGroupKey]);
 
   return (
-    <Box
+    <Paper
       sx={{
-        display: "grid",
-        gridTemplateColumns: {
-          xs: "1fr",
-          sm: "repeat(2, 1fr)",
-          md: "repeat(4, 1fr)",
-        },
-        gap: 2,
+        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",
       }}
     >
-      {items.map((item) => {
-        const isSelected = selectedGroupKey?.tags?.includes(item.tag);
-        return (
-          <ProgressCard
-            key={item.tag}
-            header={item.tag}
-            progressAmount={item.amount}
-            totalAmount={total}
-            compact={compact}
-            colorTheme={mode === "expense" ? "error" : "success"}
-            selected={isSelected}
-            onClick={() => {
-              if (setSelectedGroupKey) {
-                setSelectedGroupKey(isSelected ? null : { tags: [item.tag] });
-              }
-            }}
-          />
-        );
-      })}
-    </Box>
+      <Typography variant="h6" fontWeight={700} gutterBottom>
+        {title}
+      </Typography>
+
+      <Box
+        sx={{
+          display: "grid",
+          gridTemplateColumns: {
+            xs: "1fr",
+            sm: "repeat(2, 1fr)",
+            md: "repeat(4, 1fr)",
+          },
+          gap: 2,
+        }}
+      >
+        {items.map((item) => {
+          const isSelected = !!selectedGroupKey?.tags?.includes(item.tag);
+          return (
+            <ProgressCardView
+              {...props}
+              key={item.tag}
+              title={item.tag}
+              progressAmount={item.amount}
+              totalAmount={total}
+              selected={isSelected}
+              onClick={() => {
+                if (setSelectedGroupKey) {
+                  let newKey = selectedGroupKey ? { ...selectedGroupKey } : {};
+                  
+                  if (isSelected) {
+                    delete newKey.tags;
+                  } else {
+                    newKey.tags = [item.tag];
+                  }
+
+                  setSelectedGroupKey(Object.keys(newKey).length ? newKey : null);
+                }
+              }}
+            />
+          );
+        })}
+      </Box>
+    </Paper>
   );
 }

src/components/ProgressCard/index.ts

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

src/components/report.helpers.ts

@@ -2,11 +2,14 @@ import {
   ReportPeriod,
   ReportBucket,
   GroupKey,
+  PeriodType,
+  ReportData,
+  Transaction,
 } from "../features/report";
 
 // ─── Types ────────────────────────────────────────────────────
 
-export type PeriodKey = "weekly" | "monthly" | "yearly" | "fyly" | "full";
+export type PeriodKey = PeriodType;
 
 export type DecoratedPeriod = ReportPeriod & {
   id: string;
@@ -16,11 +19,10 @@ export type DecoratedPeriod = ReportPeriod & {
 // ─── Period helpers ───────────────────────────────────────────
 
 const PREFIX_TO_KEY: Record<string, PeriodKey> = {
+  D: "daily",
   W: "weekly",
   M: "monthly",
-  Y: "yearly",
-  FY: "fyly",
-  FULL: "full",
+  ALL: "all",
 };
 
 /**
@@ -29,19 +31,16 @@ const PREFIX_TO_KEY: Record<string, PeriodKey> = {
  */
 export function periodIdToKey(periodId: string): PeriodKey {
   const prefix = periodId.split(":")[0];
-  return PREFIX_TO_KEY[prefix] ?? "full";
+  return PREFIX_TO_KEY[prefix] ?? "all";
 }
 
 // ─── Metric helpers ───────────────────────────────────────────
 
-export function getAmount(
-  period: ReportPeriod,
-  mode: "expense" | "income"
-): number {
-  return mode === "expense" ? period.expenses.sum : period.incomes.sum;
+export function getAmount(period: ReportPeriod): number {
+  return period.metric.sum;
 }
 
-function mergeMetric(a: ReportPeriod["expenses"], b: ReportPeriod["expenses"]) {
+function mergeMetric(a: ReportPeriod["metric"], b: ReportPeriod["metric"]) {
   const sum = a.sum + b.sum;
   const count = a.count + b.count;
 
@@ -78,14 +77,12 @@ export function mergeBucketPeriods(
       if (!existing) {
         map.set(p.id, {
           ...p,
-          expenses: { ...p.expenses },
-          incomes: { ...p.incomes },
+          metric: { ...p.metric },
         });
       } else {
         map.set(p.id, {
           ...existing,
-          expenses: mergeMetric(existing.expenses, p.expenses),
-          incomes: mergeMetric(existing.incomes, p.incomes),
+          metric: mergeMetric(existing.metric, p.metric),
         });
       }
     }
@@ -126,7 +123,7 @@ export function matchesGroupKey(
   selected: GroupKey
 ): boolean {
   for (const [dim, values] of Object.entries(selected)) {
-    const bucketValues = bucket.group_key[dim as keyof GroupKey];
+    const bucketValues = bucket.group_key[dim];
     if (!bucketValues) return false;
     if (!(values as string[]).every((v) => bucketValues.includes(v)))
       return false;
@@ -145,3 +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 };
+}

src/dashboard-config.ts

@@ -2,6 +2,7 @@ import HistoryChart from "./components/HistoryChart";
 import LatestItems from "./components/LatestItems";
 import { DashboardConfig } from "./components/Dashboard";
 import TopTags from "./components/ProgressCard/TopTags";
+import TopPayees from "./components/ProgressCard/TopPayees";
 
 export const configuration: DashboardConfig = {
   sections: [
@@ -12,10 +13,6 @@ export const configuration: DashboardConfig = {
       component: HistoryChart,
       settings: {
         tabs: ["Weekly", "Monthly"],
-        // tabs: ["Weekly", "Monthly", "Yearly", "Financial Year", "All Time"],
-      },
-      style: {
-        size: 12,
       },
     },
     {
@@ -25,44 +22,19 @@ export const configuration: DashboardConfig = {
       settings: {
         compact: true,
       },
-      style: {
-        size: 12,
+    },
+    {
+      id: "top-payees",
+      title: 'Top Payees',
+      component: TopPayees,
+      settings: {
+        compact: true,
       },
     },
     {
       id: "items",
+      title: 'Recent Transactions',
       component: LatestItems,
-      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"
-        }
-      }
-    }
-  }
 };

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;
+}

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";

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;
+    },
+  });
+}

src/features/report-snapshots/index.ts

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

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;
+}

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();
+}

src/features/report/index.ts

@@ -6,7 +6,9 @@ export type {
   ReportData,
   ReportBucket,
   ReportPeriod,
+  ReportQuery,
   GroupKey,
+  PeriodType,
 } from './report.models'
 export {
   prepareReport

src/features/report/report.models.ts

@@ -1,29 +1,40 @@
 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;
+  occurred_at: string;
+  created_at: string;
 }
 
 // -----------------------------
@@ -41,12 +52,12 @@ export interface ReportMetric {
 // Period
 // -----------------------------
 
-export interface ReportPeriod {
-  start: Date;
-  end: Date;
+export type PeriodType = "daily" | "weekly" | "monthly" | "all";
 
-  expenses: ReportMetric;
-  incomes: ReportMetric;
+export interface ReportPeriod {
+  start: string;
+  end: string;
+  metric: ReportMetric;
 }
 
 // -----------------------------
@@ -54,37 +65,48 @@ export interface ReportPeriod {
 // -----------------------------
 
 export type GroupKey = {
-  payee?: string[];
-  tags?: string[];
-  flow?: string[];
+  [dimension: string]: string[];
 };
 
 export interface ReportBucket {
   group_key: GroupKey;
 
   periods: {
+    daily?: ReportPeriod[];
     weekly?: ReportPeriod[];
     monthly?: ReportPeriod[];
-    yearly?: ReportPeriod[];
-    fyly?: ReportPeriod[];
-    full?: ReportPeriod[];
+    all?: ReportPeriod[];
   };
 }
 
+// -----------------------------
+// Report Query
+// -----------------------------
+
+export interface ReportQuery {
+  accounts?: string[] | null;
+  ignore_self?: boolean | null;
+  start_date?: string | null;
+  end_date?: string | null;
+  min_amount?: number | null;
+  max_amount?: number | null;
+}
+
 // -----------------------------
 // Final Report
 // -----------------------------
 
 export interface ReportData {
-  periods: ("weekly" | "monthly" | "yearly" | "fyly" | "full")[];
+  snapshot_id?: string | null;
 
-  rolling: boolean;
-  report_date?: string;
+  flow?: "inflows" | "outflows" | null;
 
-  group_by: ("payee" | "tags")[];
+  periods: PeriodType[];
 
-  ignore_self: boolean;
-  include_transactions: boolean;
+  tags?: string[] | null;
+  payee?: string[] | null;
 
   buckets: ReportBucket[];
+
+  query: ReportQuery;
 }

src/features/report/report.utils.ts

@@ -1,6 +1,7 @@
 import {
   ReportData,
-  ReportPeriod
+  ReportPeriod,
+  PeriodType,
 } from "./report.models";
 
 /* ---------- ID BUILDING ---------- */
@@ -13,7 +14,7 @@ function formatDate(d: Date): string {
 }
 
 function buildPeriodId(
-  type: "weekly" | "monthly" | "yearly" | "fyly" | "full",
+  type: PeriodType,
   start: Date,
   end: Date
 ): string {
@@ -21,16 +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}`;
   }
@@ -60,19 +59,15 @@ 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: "weekly" | "monthly" | "yearly" | "fyly" | "full",
+  type: PeriodType,
   start: Date,
   end: Date
 ): string {
   switch (type) {
+    case "daily":
+      return dayFmt.format(start);
+
     case "weekly": {
       const sDay = start.getUTCDate();
       const m = monthFmt.format(start);
@@ -82,15 +77,6 @@ function buildLabel(
     case "monthly":
       return `${monthFmt.format(start)} ${yearFmt.format(start)}`;
 
-    case "yearly":
-      return yearFmt.format(start);
-
-    case "fyly": {
-      const startY = start.getUTCFullYear();
-      const endY = end.getUTCFullYear();
-      return `FY ${startY}–${String(endY).slice(-2)}`;
-    }
-
     default:
       return `${monthDayFmt.format(start)} - ${monthDayFmt.format(end)}`;
   }
@@ -99,7 +85,7 @@ function buildLabel(
 /* ---------- MAIN ---------- */
 
 function decoratePeriods(
-  type: "weekly" | "monthly" | "yearly" | "fyly" | "full",
+  type: PeriodType,
   periods: ReportPeriod[]
 ): (ReportPeriod & { id: string; label: string })[] {
   return periods.map((p) => ({

src/features/report/useReport.ts

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

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" },
 ];
 

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 = {

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,
+
+        components: {
+          ...inputsCustomizations,
+          ...dataDisplayCustomizations,
+          ...feedbackCustomizations,
+          ...navigationCustomizations,
+          ...surfacesCustomizations,
+        },
+      }),
+    [mode, semantic]
+  );
 
-export default function AppTheme(props: AppThemeProps) {
-  const { children, disableCustomTheme, themeComponents } = props;
-  const theme = React.useMemo(() => {
-    return disableCustomTheme
-      ? {}
-      : createTheme({
-          // For more details about CSS variables configuration, see https://mui.com/material-ui/customization/css-theme-variables/configuration/
-          cssVariables: {
-            colorSchemeSelector: 'data-mui-color-scheme',
-            cssVarPrefix: 'template',
-          },
-          colorSchemes, // Recently added in v6 for building light & dark mode app, see https://mui.com/material-ui/customization/palette/#color-schemes
-          typography,
-          shadows,
-          shape,
-          components: {
-            ...inputsCustomizations,
-            ...dataDisplayCustomizations,
-            ...feedbackCustomizations,
-            ...navigationCustomizations,
-            ...surfacesCustomizations,
-            ...themeComponents,
-          },
-        });
-  }, [disableCustomTheme, themeComponents]);
-  if (disableCustomTheme) {
-    return <React.Fragment>{children}</React.Fragment>;
-  }
   return (
-    <ThemeProvider theme={theme} disableTransitionOnChange>
-      {children}
-    </ThemeProvider>
+    <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>
   );
 }

src/shared-theme/ColorModeIconDropdown.tsx

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

src/shared-theme/ColorModeSelect.tsx

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

src/shared-theme/customizations/feedback.tsx

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

src/shared-theme/customizations/inputs.tsx

@@ -125,15 +125,15 @@ export const inputsCustomizations: Components<Theme> = {
                 backgroundColor: gray[200],
               },
               ...theme.applyStyles('dark', {
-                backgroundColor: gray[800],
-                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],
           },

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',

src/shared-theme/customizations/surfaces.ts

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

src/shared-theme/themeConfig.ts

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

src/shared-theme/themePrimitives.ts

@@ -23,6 +23,10 @@ declare module '@mui/material/styles' {
 
   interface Palette {
     baseShadow: string;
+    flows: {
+      outflows: { primary: string; surface: string; text: string };
+      inflows: { primary: string; surface: string; text: string };
+    };
   }
 }
 
@@ -52,7 +56,9 @@ export const gray = {
   500: 'hsl(220, 20%, 42%)',
   600: 'hsl(220, 20%, 35%)',
   700: 'hsl(220, 20%, 25%)',
+  750: 'hsl(220, 20%, 18%)',
   800: 'hsl(220, 30%, 6%)',
+  850: 'hsl(220, 22%, 11%)',
   900: 'hsl(220, 35%, 3%)',
 };
 
@@ -95,10 +101,14 @@ export const red = {
   900: 'hsl(0, 93%, 6%)',
 };
 
+const darkBg = 'hsl(0, 0%, 9%)';
+const darkPaper = 'hsl(0, 0%, 14%)';
+const darkElevated = 'hsl(0, 0%, 19%)';
+
 export const getDesignTokens = (mode: PaletteMode) => {
   customShadows[1] =
     mode === 'dark'
-      ? 'hsla(220, 30%, 5%, 0.7) 0px 4px 16px 0px, hsla(220, 25%, 10%, 0.8) 0px 8px 16px -5px'
+      ? '0 4px 16px rgba(0, 0, 0, 0.4), 0 8px 24px rgba(0, 0, 0, 0.3)'
       : 'hsla(220, 30%, 5%, 0.07) 0px 4px 16px 0px, hsla(220, 25%, 10%, 0.07) 0px 8px 16px -5px';
 
   return {
@@ -111,9 +121,9 @@ export const getDesignTokens = (mode: PaletteMode) => {
         contrastText: brand[50],
         ...(mode === 'dark' && {
           contrastText: brand[50],
-          light: brand[300],
-          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)',
     },
   },
 };