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

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

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

## Summary

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

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

## Changes

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

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

## Verification

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

## Deploy notes

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

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

.gitignore

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

.run/Install Deps.run.xml

@@ -1,6 +1,6 @@
 <component name="ProjectRunConfigurationManager">
   <configuration default="false" name="Install Deps" type="js.build_tools.npm">
-    <package-json value="$PROJECT_DIR$/package.json" />
+    <package-json value="$PROJECT_DIR$/../khata-ui/package.json" />
     <command value="install" />
     <node-interpreter value="$APPLICATION_CONFIG_DIR$/node/versions/20.19.5/node" />
     <envs />

.run/Run Dev.run.xml

@@ -1,12 +1,15 @@
 <component name="ProjectRunConfigurationManager">
   <configuration default="false" name="Run Dev" type="js.build_tools.npm">
-    <package-json value="$PROJECT_DIR$/package.json" />
+    <package-json value="$PROJECT_DIR$/../khata-ui/package.json" />
     <command value="run" />
     <scripts>
       <script value="dev" />
     </scripts>
     <node-interpreter value="$APPLICATION_CONFIG_DIR$/node/versions/20.19.5/node" />
     <envs />
+    <EXTENSION ID="com.intellij.lang.javascript.buildTools.npm.rc.StartBrowserRunConfigurationExtension">
+      <browser name="98ca6316-2f89-46d9-a9e5-fa9e2b0625b3" />
+    </EXTENSION>
     <method v="2" />
   </configuration>
 </component>

index.html

@@ -3,17 +3,19 @@
   <head>
     <meta charset="utf-8" />
     <meta name="viewport" content="initial-scale=1, width=device-width" />
+    <meta name="description" content="Khata — your intelligent, extensible financial ledger. Import transactions, generate reports, and stay on top of your cashflow." />
+    <meta name="theme-color" content="#635BFF" />
     <link rel="preconnect" href="https://fonts.googleapis.com" />
     <link rel="preconnect" href="https://fonts.gstatic.com" crossorigin />
     <link
       rel="stylesheet"
-      href="https://fonts.googleapis.com/css2?family=Roboto:wght@300;400;500;700&display=swap"
+      href="https://fonts.googleapis.com/css2?family=Inter:wght@400;500;600;700&display=swap"
     />
     <link rel="icon" type="image/png" href="/favicon.png" />
-    <title>khata - Aetoskia</title>
+    <title>Khata — Financial Ledger</title>
   </head>
   <body>
     <div id="root"></div>
     <script type="module" src="/src/main.jsx"></script>
   </body>
-</html>
+</html>

package.json

@@ -4,32 +4,35 @@
   "private": true,
   "scripts": {
     "dev": "vite",
-    "build": "vite build",
+    "build": "tsc -b && vite build",
     "serve": "vite preview"
   },
   "dependencies": {
     "@apidevtools/swagger-parser": "^12.1.0",
-    "@emotion/react": "latest",
+    "@emotion/react": "^11.13.3",
-    "@emotion/styled": "latest",
+    "@emotion/styled": "^11.13.0",
-    "@mui/icons-material": "latest",
+    "@mui/icons-material": "^5.16.7",
-    "@mui/material": "latest",
+    "@mui/material": "^5.16.7",
-    "@mui/x-data-grid": "^8.28.2",
     "@tanstack/react-query": "^5.96.1",
-    "axios": "latest",
+    "axios": "^1.7.7",
     "buffer": "^6.0.3",
+    "js-yaml": "^4.1.0",
     "markdown-to-jsx": "latest",
     "marked": "latest",
     "process": "^0.11.10",
-    "react": "latest",
+    "react": "^18.3.1",
-    "react-dom": "latest",
+    "react-dom": "^18.3.1",
     "react-markdown": "latest",
-    "react-router-dom": "^7.13.2",
+    "react-router-dom": "^6.28.0",
     "remark-gfm": "latest"
   },
   "devDependencies": {
     "@types/js-yaml": "^4.0.9",
-    "@vitejs/plugin-react": "latest",
+    "@types/node": "^25.9.3",
-    "typescript": "^6.0.3",
+    "@types/react": "^18.3.12",
-    "vite": "latest"
+    "@types/react-dom": "^18.3.1",
+    "@vitejs/plugin-react": "^4.3.4",
+    "typescript": "~5.6.2",
+    "vite": "^6.0.1"
   }
 }

react-auth/AuthPage.tsx

@@ -1,6 +1,20 @@
 import * as React from 'react';
-import { Box, TextField, Button, Typography, IconButton, CircularProgress, Link } from '@mui/material';
+import {
+  Box,
+  TextField,
+  Button,
+  Typography,
+  IconButton,
+  CircularProgress,
+  Link,
+  InputAdornment,
+  alpha,
+} from '@mui/material';
+import VisibilityIcon from '@mui/icons-material/Visibility';
+import VisibilityOffIcon from '@mui/icons-material/VisibilityOff';
+import CheckRoundedIcon from '@mui/icons-material/CheckRounded';
 import ArrowBackRoundedIcon from '@mui/icons-material/ArrowBackRounded';
+import { useTheme } from '@mui/material/styles';
 
 export type AuthMode = "login" | "register";
 
@@ -15,6 +29,12 @@ export interface AuthPageProps {
   currentUser: any;
 }
 
+const FEATURES = [
+  "OpenAPI-driven admin for accounts, expenses, tags & payors",
+  "Import bank statements with live pipeline progress",
+  "Entity & tag enrichment for clean, comparable data",
+];
+
 export function AuthPage({
   mode,
   onBack,
@@ -25,114 +45,200 @@ export function AuthPage({
   error,
   currentUser,
 }: AuthPageProps) {
-
+  const theme = useTheme();
   const [username, setUsername] = React.useState('');
   const [password, setPassword] = React.useState('');
+  const [showPassword, setShowPassword] = React.useState(false);
+  const [fieldErrors, setFieldErrors] = React.useState<{ username?: string; password?: string }>({});
 
   const isLogin = mode === "login";
 
-  const handleSubmit = async (e: React.FormEvent) => {
-    e.preventDefault();
-    if (isLogin) {
-      await login(username, password);
-    } else {
-      await register(username, password);
-    }
-  };
-
-  // ✅ Auto-return if already logged in
   React.useEffect(() => {
     if (currentUser) onBack();
   }, [currentUser, onBack]);
 
-  return (
+  const validate = (): boolean => {
-    <Box
+    const next: { username?: string; password?: string } = {};
-      sx={{
+    if (!username.trim()) next.username = "Username is required";
-        maxWidth: 400,
+    else if (username.trim().length < 3) next.username = "Username must be at least 3 characters";
-        mx: 'auto',
+    if (!password) next.password = "Password is required";
-        mt: 8,
+    else if (password.length < 6) next.password = "Password must be at least 6 characters";
-        p: 4,
+    setFieldErrors(next);
-        borderRadius: 3,
+    return Object.keys(next).length === 0;
-        boxShadow: 3,
+  };
-        bgcolor: 'background.paper',
+
-      }}
+  const handleSubmit = async (e: React.FormEvent) => {
-    >
+    e.preventDefault();
-      <IconButton onClick={onBack} sx={{ mb: 2 }}>
+    if (!validate()) return;
-        <ArrowBackRoundedIcon />
+    if (isLogin) {
+      await login(username.trim(), password);
+    } else {
+      await register(username.trim(), password);
+    }
+  };
+
+  const handleSwitch = () => {
+    setFieldErrors({});
+    onSwitchMode();
+  };
+
+  const form = (
+    <Box sx={{ width: '100%', maxWidth: 400 }}>
+      <IconButton onClick={onBack} sx={{ mb: 2, border: '1px solid', borderColor: 'divider' }} aria-label="Go back">
+        <ArrowBackRoundedIcon fontSize="small" />
       </IconButton>
 
-      <Typography variant="h4" fontWeight="bold" gutterBottom>
+      <Typography variant="h4" fontWeight={700} gutterBottom sx={{ letterSpacing: '-0.02em' }}>
-        {isLogin ? "Sign In" : "Create Account"}
+        {isLogin ? "Sign in to Khata" : "Create your account"}
       </Typography>
 
-      <Typography variant="body2" color="text.secondary" gutterBottom>
+      <Typography variant="body2" color="text.secondary" sx={{ mb: 3 }}>
         {isLogin
-          ? "Please log in to continue"
+          ? "Welcome back. Enter your credentials to continue."
-          : "Create an account to get started"}
+          : "Start managing your ledger in a few seconds."}
       </Typography>
 
-      <form onSubmit={handleSubmit}>
+      <form onSubmit={handleSubmit} noValidate>
-        <TextField
+        <Box sx={{ display: 'flex', flexDirection: 'column', gap: 2 }}>
-          fullWidth
+          <TextField
-          label="Username"
+            fullWidth
-          type="username"
+            label="Username"
-          margin="normal"
+            type="text"
-          value={username}
+            value={username}
-          onChange={(e) => setUsername(e.target.value)}
+            onChange={(e) => {
-          required
+              setUsername(e.target.value);
-          autoFocus
+              if (fieldErrors.username) setFieldErrors((p) => ({ ...p, username: undefined }));
-        />
+            }}
-        <TextField
+            error={!!fieldErrors.username}
-          fullWidth
+            helperText={fieldErrors.username}
-          label="Password"
+            autoComplete="username"
-          type="password"
+            autoFocus
-          margin="normal"
+          />
-          value={password}
+          <TextField
-          onChange={(e) => setPassword(e.target.value)}
+            fullWidth
-          required
+            label="Password"
-        />
+            type={showPassword ? 'text' : 'password'}
+            value={password}
+            onChange={(e) => {
+              setPassword(e.target.value);
+              if (fieldErrors.password) setFieldErrors((p) => ({ ...p, password: undefined }));
+            }}
+            error={!!fieldErrors.password}
+            helperText={fieldErrors.password}
+            autoComplete={isLogin ? 'current-password' : 'new-password'}
+            InputProps={{
+              endAdornment: (
+                <InputAdornment position="end">
+                  <IconButton
+                    aria-label={showPassword ? 'Hide password' : 'Show password'}
+                    onClick={() => setShowPassword((s) => !s)}
+                    edge="end"
+                    size="small"
+                    sx={{ border: 'none' }}
+                  >
+                    {showPassword ? <VisibilityOffIcon fontSize="small" /> : <VisibilityIcon fontSize="small" />}
+                  </IconButton>
+                </InputAdornment>
+              ),
+            }}
+          />
 
-        {error && (
+          {error && (
-          <Typography color="error" variant="body2" sx={{ mt: 1 }}>
+            <Typography color="error" variant="body2" sx={{ mt: 0.5 }}>
-            {error}
+              {error}
-          </Typography>
+            </Typography>
-        )}
-
-        <Button
-          fullWidth
-          type="submit"
-          variant="contained"
-          color="primary"
-          sx={{ mt: 3 }}
-          disabled={loading}
-        >
-          {loading ? (
-            <CircularProgress size={24} color="inherit" />
-          ) : isLogin ? (
-            "Login"
-          ) : (
-            "Register"
           )}
-        </Button>
+
+          <Button
+            fullWidth
+            type="submit"
+            variant="contained"
+            size="large"
+            sx={{ mt: 1, fontWeight: 600 }}
+            disabled={loading}
+          >
+            {loading ? (
+              <CircularProgress size={20} color="inherit" />
+            ) : isLogin ? (
+              "Sign In"
+            ) : (
+              "Create Account"
+            )}
+          </Button>
+        </Box>
       </form>
 
-      <Typography
+      <Typography variant="body2" color="text.secondary" align="center" sx={{ mt: 3 }}>
-        variant="body2"
+        {isLogin ? "Don't have an account?" : "Already have an account?"}{' '}
-        color="text.secondary"
+        <Link component="button" underline="hover" color="primary" onClick={handleSwitch} sx={{ fontWeight: 600 }}>
-        align="center"
+          {isLogin ? "Register" : "Sign In"}
-        sx={{ mt: 3 }}
-      >
-        {isLogin ? "Don’t have an account?" : "Already have an account?"}{' '}
-        <Link
-          component="button"
-          underline="hover"
-          color="primary"
-          onClick={onSwitchMode}
-          sx={{ fontWeight: 500 }}
-        >
-          {isLogin ? "Register" : "Login"}
         </Link>
       </Typography>
     </Box>
   );
+
+  return (
+    <Box
+      sx={{
+        minHeight: 'calc(100vh - 64px)',
+        display: 'flex',
+        alignItems: 'center',
+        justifyContent: 'center',
+        p: { xs: 2, md: 4 },
+      }}
+    >
+      <Box
+        sx={{
+          width: '100%',
+          maxWidth: 960,
+          display: 'grid',
+          gridTemplateColumns: { xs: '1fr', md: '5fr 6fr' },
+          borderRadius: 3,
+          overflow: 'hidden',
+          border: '1px solid',
+          borderColor: 'divider',
+          backgroundColor: 'background.paper',
+          boxShadow: (t) =>
+            `0 12px 40px ${alpha(t.palette.common.black, t.palette.mode === 'dark' ? 0.4 : 0.08)}`,
+        }}
+      >
+        {/* LEFT BRAND PANEL */}
+        <Box
+          sx={{
+            display: { xs: 'none', md: 'flex' },
+            flexDirection: 'column',
+            justifyContent: 'space-between',
+            p: 4,
+            background: 'linear-gradient(150deg, #635BFF 0%, #4F46E5 55%, #3B82F6 100%)',
+            color: '#fff',
+          }}
+        >
+          <Box>
+            <Typography variant="h6" fontWeight={700} sx={{ letterSpacing: '-0.02em' }}>
+              Khata
+            </Typography>
+            <Typography sx={{ mt: 3, fontSize: '1.25rem', fontWeight: 600, lineHeight: 1.4, maxWidth: 320 }}>
+              The intelligent, extensible financial ledger for your cashflow.
+            </Typography>
+          </Box>
+
+          <Box sx={{ display: 'flex', flexDirection: 'column', gap: 1.5 }}>
+            {FEATURES.map((f) => (
+              <Box key={f} sx={{ display: 'flex', gap: 1.5, alignItems: 'flex-start' }}>
+                <CheckRoundedIcon sx={{ fontSize: 18, mt: 0.25, color: alpha('#fff', 0.9) }} />
+                <Typography variant="body2" sx={{ color: alpha('#fff', 0.92), lineHeight: 1.5 }}>
+                  {f}
+                </Typography>
+              </Box>
+            ))}
+          </Box>
+        </Box>
+
+        {/* RIGHT FORM PANEL */}
+        <Box sx={{ p: { xs: 3, md: 5 }, display: 'flex', justifyContent: 'center', alignItems: 'center' }}>
+          {form}
+        </Box>
+      </Box>
+    </Box>
+  );
 }

react-auth/ProfileCreate.tsx

@@ -0,0 +1,122 @@
+import * as React from "react";
+import {
+  Box,
+  TextField,
+  Button,
+  Typography,
+  CircularProgress,
+} from "@mui/material";
+
+export interface ProfileCreateProps {
+  defaultUsername?: string;
+  defaultEmail?: string;
+  onSubmit: (data: { name: string; email: string }) => Promise<void>;
+  onBack?: () => void;
+  loading?: boolean;
+  error?: string | null;
+}
+
+export function ProfileCreate({
+  defaultUsername,
+  defaultEmail,
+  onSubmit,
+  onBack,
+  loading = false,
+  error = null,
+}: ProfileCreateProps) {
+  const [name, setName] = React.useState("");
+  const [email, setEmail] = React.useState(defaultEmail ?? "");
+
+  const handleSubmit = async (e: React.FormEvent) => {
+    e.preventDefault();
+    await onSubmit({ name: name || defaultUsername || "", email });
+  };
+
+  return (
+    <Box
+      sx={{
+        maxWidth: 480,
+        mx: "auto",
+        mt: 4,
+        p: 4,
+        borderRadius: 3,
+        boxShadow: 3,
+        bgcolor: "background.paper",
+      }}
+    >
+      <Typography variant="h5" fontWeight="bold" gutterBottom>
+        Complete Your Profile
+      </Typography>
+
+      <Typography variant="body2" color="text.secondary" sx={{ mb: 3 }}>
+        {defaultUsername && (
+          <span>
+            Welcome <strong>{defaultUsername}</strong>!{" "}
+          </span>
+        )}
+        Fill in your details to get started.
+      </Typography>
+
+      <form onSubmit={handleSubmit}>
+        {defaultUsername && (
+          <TextField
+            fullWidth
+            label="Username"
+            value={defaultUsername}
+            margin="normal"
+            disabled
+          />
+        )}
+
+        <TextField
+          fullWidth
+          label="Full Name"
+          margin="normal"
+          value={name}
+          onChange={(e) => setName(e.target.value)}
+          placeholder={defaultUsername ?? "Your name"}
+          required
+          autoFocus={!defaultUsername}
+        />
+
+        <TextField
+          fullWidth
+          label="Email"
+          type="email"
+          margin="normal"
+          value={email}
+          onChange={(e) => setEmail(e.target.value)}
+          placeholder={defaultEmail ?? "you@example.com"}
+          required
+        />
+
+        {error && (
+          <Typography color="error" variant="body2" sx={{ mt: 1 }}>
+            {error}
+          </Typography>
+        )}
+
+        <Box sx={{ display: "flex", gap: 2, mt: 3 }}>
+          {onBack && (
+            <Button
+              fullWidth
+              variant="outlined"
+              onClick={onBack}
+              disabled={loading}
+            >
+              Back
+            </Button>
+          )}
+          <Button
+            fullWidth
+            type="submit"
+            variant="contained"
+            disabled={loading}
+          >
+            {loading ? <CircularProgress size={24} /> : "Create Profile"}
+          </Button>
+        </Box>
+      </form>
+    </Box>
+  );
+}

react-auth/ProfileEdit.tsx

@@ -0,0 +1,111 @@
+import * as React from "react";
+import {
+  Box,
+  TextField,
+  Button,
+  Typography,
+  CircularProgress,
+} from "@mui/material";
+
+export interface ProfileEditProps {
+  name: string;
+  username: string;
+  email: string;
+  onSubmit: (data: { name: string; email: string }) => Promise<void>;
+  onBack?: () => void;
+  loading?: boolean;
+  error?: string | null;
+}
+
+export function ProfileEdit({
+  name: initialName,
+  username,
+  email: initialEmail,
+  onSubmit,
+  onBack,
+  loading = false,
+  error = null,
+}: ProfileEditProps) {
+  const [name, setName] = React.useState(initialName);
+  const [email, setEmail] = React.useState(initialEmail);
+
+  const handleSubmit = async (e: React.FormEvent) => {
+    e.preventDefault();
+    await onSubmit({ name, email });
+  };
+
+  return (
+    <Box
+      sx={{
+        maxWidth: 480,
+        mx: "auto",
+        mt: 4,
+        p: 4,
+        borderRadius: 3,
+        boxShadow: 3,
+        bgcolor: "background.paper",
+      }}
+    >
+      <Typography variant="h5" fontWeight="bold" gutterBottom>
+        Edit Profile
+      </Typography>
+
+      <form onSubmit={handleSubmit}>
+        <TextField
+          fullWidth
+          label="Username"
+          value={username}
+          margin="normal"
+          disabled
+        />
+
+        <TextField
+          fullWidth
+          label="Full Name"
+          margin="normal"
+          value={name}
+          onChange={(e) => setName(e.target.value)}
+          required
+          autoFocus
+        />
+
+        <TextField
+          fullWidth
+          label="Email"
+          type="email"
+          margin="normal"
+          value={email}
+          onChange={(e) => setEmail(e.target.value)}
+          required
+        />
+
+        {error && (
+          <Typography color="error" variant="body2" sx={{ mt: 1 }}>
+            {error}
+          </Typography>
+        )}
+
+        <Box sx={{ display: "flex", gap: 2, mt: 3 }}>
+          {onBack && (
+            <Button
+              fullWidth
+              variant="outlined"
+              onClick={onBack}
+              disabled={loading}
+            >
+              Cancel
+            </Button>
+          )}
+          <Button
+            fullWidth
+            type="submit"
+            variant="contained"
+            disabled={loading}
+          >
+            {loading ? <CircularProgress size={24} /> : "Save Changes"}
+          </Button>
+        </Box>
+      </form>
+    </Box>
+  );
+}

react-auth/ProfileView.tsx

@@ -0,0 +1,85 @@
+import * as React from "react";
+import {
+  Box,
+  Typography,
+  Button,
+  Avatar,
+  Paper,
+  CircularProgress,
+} from "@mui/material";
+
+export interface ProfileViewProps {
+  name: string;
+  username: string;
+  email: string;
+  onEdit?: () => void;
+  loading?: boolean;
+}
+
+export function ProfileView({
+  name,
+  username,
+  email,
+  onEdit,
+  loading = false,
+}: ProfileViewProps) {
+  const initials = (name || username)
+    .split(" ")
+    .map((s) => s[0])
+    .join("")
+    .toUpperCase()
+    .slice(0, 2);
+
+  return (
+    <Paper
+      sx={{
+        maxWidth: 480,
+        mx: "auto",
+        mt: 4,
+        p: 4,
+        borderRadius: 3,
+      }}
+    >
+      <Box sx={{ display: "flex", alignItems: "center", gap: 3, mb: 3 }}>
+        <Avatar
+          sx={{
+            width: 64,
+            height: 64,
+            bgcolor: "primary.main",
+            fontSize: 24,
+          }}
+        >
+          {initials}
+        </Avatar>
+
+        <Box>
+          <Typography variant="h5" fontWeight="bold">
+            {name || username}
+          </Typography>
+          <Typography variant="body2" color="text.secondary">
+            @{username}
+          </Typography>
+        </Box>
+      </Box>
+
+      <Box sx={{ mb: 2 }}>
+        <Typography variant="overline" color="text.secondary" display="block">
+          Email
+        </Typography>
+        <Typography variant="body1">{email}</Typography>
+      </Box>
+
+      {onEdit && (
+        <Button
+          fullWidth
+          variant="outlined"
+          onClick={onEdit}
+          disabled={loading}
+          sx={{ mt: 1 }}
+        >
+          {loading ? <CircularProgress size={20} /> : "Edit Profile"}
+        </Button>
+      )}
+    </Paper>
+  );
+}

react-auth/axios.ts

@@ -17,7 +17,9 @@ export function attachAuthInterceptors(client: AxiosInstance) {
     (res) => res,
     (error) => {
       if (error.response?.status === 401) {
+        console.log("[authAxios] 401 from %s %s", error.config?.method, error.config?.url);
         tokenStore.clear();
+        window.dispatchEvent(new CustomEvent("auth:unauthorized"));
       }
       return Promise.reject(error);
     }

react-auth/contexts.tsx

@@ -3,6 +3,15 @@ import { tokenStore } from "./token";
 import { createApiClient } from "./axios";
 import { AuthUser } from "./models";
 
+export interface AuthServerConfig {
+  serverUrl: string;
+  loginPath: string;
+  registerPath: string;
+  logoutPath: string;
+  mePath: string;
+  introspectPath: string;
+}
+
 interface AuthContextModel {
   currentUser: AuthUser | null;
   token: string | null;
@@ -17,24 +26,26 @@ const AuthContext = createContext<AuthContextModel | undefined>(undefined);
 
 export function AuthProvider({
   children,
-  authBaseUrl,
+  authConfig,
+  onUnauthorized,
 }: {
   children: React.ReactNode;
-  authBaseUrl: string;
+  authConfig: AuthServerConfig;
+  onUnauthorized?: () => void;
 }) {
   const [currentUser, setCurrentUser] = useState<AuthUser | null>(null);
   const [token, setToken] = useState<string | null>(tokenStore.get());
   const [loading, setLoading] = useState(false);
   const [error, setError] = useState<string | null>(null);
 
-  const auth = createApiClient(authBaseUrl);
+  const auth = createApiClient(authConfig.serverUrl);
 
   const login = async (username: string, password: string) => {
     try {
       setLoading(true);
       setError(null);
 
-      const res = await auth.post("/login", { username, password });
+      const res = await auth.post(authConfig.loginPath, { username, password });
       const { access_token, user } = res.data;
 
       tokenStore.set(access_token);
@@ -52,7 +63,7 @@ export function AuthProvider({
       setLoading(true);
       setError(null);
 
-      await auth.post("/register", { username, password });
+      await auth.post(authConfig.registerPath, { username, password });
       await login(username, password);
     } catch (e: any) {
       setError(e.response?.data?.detail ?? "Registration failed");
@@ -61,25 +72,55 @@ export function AuthProvider({
     }
   };
 
-  const logout = () => {
+  const logout = async () => {
+    try {
+      await auth.post(authConfig.logoutPath);
+    } catch {
+      // Server logout is best-effort; clear token locally regardless
+    }
     tokenStore.clear();
     setToken(null);
     setCurrentUser(null);
   };
 
   const fetchCurrentUser = async () => {
-    if (!token) return;
+    if (!token) { console.log("[AuthProvider] fetchCurrentUser SKIP no token"); return; }
+    console.log("[AuthProvider] fetchCurrentUser calling %s%s", authConfig.serverUrl, authConfig.mePath);
     try {
-      const me = await auth.get("/me");
+      const me = await auth.get(authConfig.mePath);
+      console.log("[AuthProvider] fetchCurrentUser SUCCESS", me.data);
       setCurrentUser({ ...me.data });
-    } catch {
+    } catch (e: any) {
-      logout();
+      console.log("[AuthProvider] fetchCurrentUser ERROR", e.message, e.response?.status);
+      tokenStore.clear();
+      setToken(null);
+      setCurrentUser(null);
+      onUnauthorized?.();
     }
   };
 
   useEffect(() => {
-    fetchCurrentUser();
+    console.log("[AuthProvider] useEffect token=%s serverUrl=%s", token, authConfig.serverUrl);
-  }, [token]);
+    if (authConfig.serverUrl) {
+      fetchCurrentUser();
+    }
+  }, [token, authConfig.serverUrl]);
+
+  useEffect(() => {
+    const handler = () => {
+      console.log("[AuthProvider] auth:unauthorized event received");
+      tokenStore.clear();
+      setToken(null);
+      setCurrentUser(null);
+      onUnauthorized?.();
+    };
+    console.log("[AuthProvider] adding auth:unauthorized listener");
+    window.addEventListener("auth:unauthorized", handler);
+    return () => {
+      console.log("[AuthProvider] removing auth:unauthorized listener");
+      window.removeEventListener("auth:unauthorized", handler);
+    };
+  }, [onUnauthorized]);
 
   return (
     <AuthContext.Provider
@@ -94,4 +135,4 @@ export function useAuth(): AuthContextModel {
   const ctx = useContext(AuthContext);
   if (!ctx) throw new Error("useAuth must be used inside AuthProvider");
   return ctx;
-}
+}

react-auth/index.ts

@@ -1,6 +1,13 @@
 export { AuthProvider, useAuth } from "./contexts";
+export type { AuthServerConfig } from "./contexts";
 export { createApiClient } from "./axios";
 export { AuthPage } from "./AuthPage";
+export { ProfileCreate } from "./ProfileCreate";
+export { ProfileEdit } from "./ProfileEdit";
+export { ProfileView } from "./ProfileView";
 export type { AuthUser } from "./models";
 export type { AuthMode } from "./AuthPage";
+export type { ProfileCreateProps } from "./ProfileCreate";
+export type { ProfileEditProps } from "./ProfileEdit";
+export type { ProfileViewProps } from "./ProfileView";
 export { tokenStore } from "./token"

react-openapi/README.md

@@ -14,7 +14,7 @@ Auto-generates an admin panel (CRUD, datatable, relationship management) from an
 ```bash
 npm install react-openapi
 # peer dependencies (install these in your app):
-npm install react react-dom react-router-dom @mui/material @mui/icons-material @mui/x-data-grid @emotion/react @emotion/styled axios js-yaml
+npm install react react-dom react-router-dom @mui/material @mui/icons-material @emotion/react @emotion/styled axios js-yaml
 ```
 
 ## Quick Start
@@ -590,6 +590,28 @@ x-upload-url: /pets/{id}/photo
 
 POST endpoint for file upload. The `{id}` placeholder is replaced with the current record ID.
 
+#### `x-upload` (optional)
+
+```yaml
+path:
+  type: string
+  x-upload:
+    type: file       # one of: image, pdf, html, csv, file
+    url: /uploads    # POST endpoint that accepts raw binary + Content-Disposition header
+```
+
+Changes the form field to a file upload component. The file is POSTed as raw binary (`application/octet-stream`) to the specified `url` with a `Content-Disposition: attachment; filename="..."` header. The response must contain a `saved_as` field, which is stored as the field value.
+
+| `type`     | Display                                          |
+|------------|--------------------------------------------------|
+| `image`    | `<Avatar src="/uploads/{value}" />`              |
+| `pdf`      | Clickable chip linking to `/uploads/{value}`      |
+| `html`     | Clickable chip linking to `/uploads/{value}`      |
+| `csv`      | Clickable chip linking to `/uploads/{value}`      |
+| `file`     | Clickable chip linking to `/uploads/{value}`      |
+
+The chip includes a delete (X) button to replace the file.
+
 ### Property Types That Trigger Special Renderers
 
 | Condition                            | Form Renderer                             | List/Detail Renderer                         |
@@ -602,6 +624,7 @@ POST endpoint for file upload. The `{id}` placeholder is replaced with the curre
 | `format: date`                       | `DateField` (date picker)                 | Typography                                   |
 | `format: date-time`                  | `DateField` (datetime-local picker)       | Typography                                   |
 | `x-ui-type: image`                   | `ImageField` (upload button + preview)    | `Avatar`                                     |
+| `x-upload` exists                    | `FileUploadField` (upload button + chip/Avatar) | Chip or Avatar                       |
 | `$ref` without `x-fk`                | Disabled TextField with JSON              | `InlineRefField` (chips or displayFormat)    |
 | None of the above (default)          | `StringField` (text input)                | Typography                                   |
 

react-openapi/index.ts

@@ -1,11 +1,22 @@
 export { AppProvider } from "./src/context/AppProvider";
-export { Admin } from "./src/components/Admin";
+export { Admin, ProfileRoutes } from "./src/components/Admin";
+export type { AdminProps, ProfileRoute } from "./src/components/Admin";
 export { useAppContext } from "./src/context/AppContext";
 export { useResource } from "./src/context/useResource";
 export { ListCellRenderer, DetailFieldRenderer, applyDisplayFormat } from "./src/components/fields";
 export { FormFieldRenderer } from "./src/components/fields/FormFieldRenderer";
+export { MultiEnumField } from "./src/components/fields/renderers/MultiEnumField";
+export { extractFields } from "./src/transformers/field-config";
+export { useFkFieldOptions } from "./src/hooks/useFkFieldOptions";
+export type { FkOption } from "./src/hooks/useFkFieldOptions";
+export { CurrencyField, formatCurrency } from "./src/components/fields/renderers/CurrencyField";
+export { FkMultiSelectField } from "./src/components/fields/renderers/FkMultiSelectField";
 export { SseStreamView } from "./src/components/SseStreamView";
 export { SseConnectionStatus } from "./src/components/SseConnectionStatus";
 export { getApi } from "./src/hooks/useApi";
+export { useItemSse } from "./src/hooks/useItemSse";
+export { sanitizePayload } from "./src/utils/sanitize-payload";
+export type { FkResolver } from "./src/utils/sanitize-payload";
+export { formatDate, formatDateTime } from "./src/utils/datetime";
 export type { FilterComponentProps } from "./src/context/useResource";
-export type { SpecConfiguration, ResourceConfig, FieldConfig, FKFieldConfig, ResourceRelationship } from "./src/types";
+export type { SpecConfiguration, ResourceConfig, FieldConfig, FKFieldConfig, ResourceRelationship, ProfileOperation, ProfileComponents, AuthConfig } from "./src/types";

react-openapi/package.json

@@ -0,0 +1,19 @@
+{
+  "name": "react-openapi",
+  "private": true,
+  "version": "0.0.1",
+  "type": "module",
+  "main": "index.ts",
+  "types": "index.ts",
+  "peerDependencies": {
+    "react": "^18.3.1",
+    "react-dom": "^18.3.1",
+    "react-router-dom": "^6.28.0",
+    "@mui/material": "^5.16.7",
+    "@mui/icons-material": "^5.16.7",
+    "@emotion/react": "^11.13.3",
+    "@emotion/styled": "^11.13.0",
+    "axios": "^1.7.7",
+    "js-yaml": "^4.1.0"
+  }
+}

react-openapi/src/components/Admin.tsx

@@ -1,14 +1,15 @@
-import React from "react";
+import React, { useEffect, useState } from "react";
-import { Routes, Route, Navigate } from "react-router-dom";
+import { Routes, Route, Navigate, useLocation, useNavigate } from "react-router-dom";
-import { Box, CircularProgress } from "@mui/material";
+import { Box, CircularProgress, Alert } from "@mui/material";
 import { useAppContext } from "../context/AppContext";
 import { Layout } from "./Layout";
 import { ResourceList } from "./ResourceList";
 import { ResourceForm } from "./ResourceForm";
 import { ResourceDetail } from "./ResourceDetail";
 import { ValidationAlert } from "./ValidationAlert";
+import { getApi } from "../hooks/useApi";
 
-interface AdminProps {
+export interface AdminProps {
   basePath: string;
 }
 
@@ -30,18 +31,21 @@ export function Admin({ basePath }: AdminProps) {
   if (resources.length === 0) {
     return (
       <Box sx={{ p: 4, textAlign: "center" }}>
-        No resources found in the OpenAPI spec with x-resource defined.
+        No resources found in the OpenAPI spec.
       </Box>
     );
   }
 
+  const topLevel = resources.filter((r) => !r.parent);
+
   return (
     <>
       {warnings.length > 0 && <ValidationAlert errors={[]} warnings={warnings} />}
-      <Layout resources={resources} basePath={basePath}>
+      <Layout resources={topLevel} basePath={basePath}>
         <Routes>
-          <Route index element={<Navigate to={`${basePath}/${resources[0].name}`} replace />} />
+          <Route index element={<Navigate to={`${basePath}/${topLevel[0]?.name ?? "profile"}`} replace />} />
-          {resources.map((r) => (
+
+          {topLevel.map((r) => (
             <React.Fragment key={r.name}>
               <Route path={r.name} element={<ResourceList resource={r} basePath={basePath} />} />
               {!r.streaming && (
@@ -58,3 +62,181 @@ export function Admin({ basePath }: AdminProps) {
     </>
   );
 }
+
+export interface ProfileRoute {
+  path: string;
+  method: string;
+  operationId: string;
+  summary?: string;
+}
+
+/** Derive a friendly profile route path from the operation's spec path.
+ *  e.g. "/users/me" → "me", "/users/me/" → "me" */
+function friendlyProfilePath(specPath: string): string {
+  return specPath.replace(/^\/[^/]+\/?/, "").replace(/\/+$/, "");
+}
+
+export function ProfileRoutes() {
+  const { profileOperations, profileComponents } = useAppContext();
+  const ops = profileOperations;
+  const getOp = ops.find((o) => o.method === "GET");
+  const location = useLocation();
+  const navigate = useNavigate();
+
+  console.log("[ProfileRoutes] render pathname=%s ops=%o", location.pathname, ops.map(o => o.path));
+
+  // Redirect /:username to /me (only "me" and "me/edit" are valid)
+  const match = location.pathname.match(/^\/profile\/(.+)$/);
+  const username = match ? match[1] : "";
+  console.log("[ProfileRoutes] match=%o username=%s", match && match[1], username);
+  if (username !== "me" && username !== "me/edit") {
+    console.log("[ProfileRoutes] redirecting to /profile/me");
+    navigate("/profile/me", { replace: true });
+    return null;
+  }
+
+  const isEdit = username === "me/edit";
+  const mode = isEdit ? "edit" as const : "view" as const;
+  console.log("[ProfileRoutes] mode=%s", mode);
+
+  const op = ops.find((o) => {
+    if (isEdit && (o.method === "PUT" || o.method === "PATCH")) return true;
+    if (!isEdit && o.method === "GET") return true;
+    return false;
+  });
+
+  if (!op) return null;
+
+  let Component: React.ComponentType<any> | undefined;
+  if (mode === "view" && profileComponents.view) {
+    Component = profileComponents.view;
+  } else if (mode === "edit" && profileComponents.edit) {
+    Component = profileComponents.edit;
+  }
+
+  if (!Component) return null;
+
+  return (
+    <ProfileComponentWrapper
+      Component={Component}
+      mode={mode}
+      operation={op}
+      getOperation={getOp}
+    />
+  );
+}
+
+function ProfileComponentWrapper({
+  Component,
+  mode,
+  operation,
+  getOperation,
+}: {
+  Component: React.ComponentType<any>;
+  mode: "view" | "create" | "edit";
+  operation: { path: string; method: string };
+  getOperation?: { path: string };
+}) {
+  const navigate = useNavigate();
+  const [data, setData] = useState<any>(null);
+  const [loading, setLoading] = useState(mode !== "create");
+  const [error, setError] = useState<string | null>(null);
+  console.log("[ProfileComponentWrapper] render mode=%s fetchPath=%s", mode, getOperation?.path ?? operation.path);
+
+  const fetchPath = getOperation?.path ?? operation.path;
+
+  const fetchData = async () => {
+    console.log("[ProfileComponentWrapper] fetchData START path=%s", fetchPath);
+    setLoading(true);
+    setError(null);
+    try {
+      const res = await getApi().get(fetchPath);
+      console.log("[ProfileComponentWrapper] fetchData SUCCESS", res.data);
+      setData(res.data);
+    } catch (e: any) {
+      console.log("[ProfileComponentWrapper] fetchData ERROR", e.message, e.response?.status);
+      setError(e.response?.data?.detail ?? e.message ?? "Failed to load profile");
+    } finally {
+      setLoading(false);
+    }
+  };
+
+  useEffect(() => {
+    if (mode !== "create") {
+      console.log("[ProfileComponentWrapper] useEffect calling fetchData");
+      fetchData();
+    }
+  }, [fetchPath, mode]);
+
+  const handleSubmit = async (formData: Record<string, any>) => {
+    console.log("[ProfileComponentWrapper] handleSubmit START");
+    setLoading(true);
+    setError(null);
+    try {
+      if (mode === "create") {
+        await getApi().post(operation.path, formData);
+      } else {
+        await getApi()({ method: operation.method.toLowerCase(), url: operation.path, data: formData });
+      }
+      console.log("[ProfileComponentWrapper] handleSubmit SUCCESS, navigating to /profile/me");
+      const base = friendlyProfilePath(operation.path);
+      navigate(`/profile/${base}`, { replace: true });
+    } catch (e: any) {
+      console.log("[ProfileComponentWrapper] handleSubmit ERROR", e.message, e.response?.status);
+      setError(e.response?.data?.detail ?? e.message ?? "Operation failed");
+    } finally {
+      setLoading(false);
+    }
+  };
+
+  if (loading && !data && mode !== "create") {
+    return (
+      <Box sx={{ display: "flex", justifyContent: "center", mt: 4 }}>
+        <CircularProgress />
+      </Box>
+    );
+  }
+
+  if (error && !data && mode !== "create") {
+    return (
+      <Box sx={{ maxWidth: 480, mx: "auto", mt: 4 }}>
+        <Alert severity="error">{error}</Alert>
+      </Box>
+    );
+  }
+
+  const props: Record<string, any> = {};
+
+  if (mode === "view") {
+    if (data) {
+      props.name = data.name;
+      props.username = data.username;
+      props.email = data.email;
+    }
+    props.onEdit = () => navigate("/profile/me/edit");
+    props.loading = loading;
+  }
+
+  if (mode === "create") {
+    props.defaultUsername = data?.username;
+    props.defaultEmail = data?.email;
+    props.onBack = () => window.history.back();
+    props.onSubmit = handleSubmit;
+    props.loading = loading;
+    props.error = error;
+  }
+
+  if (mode === "edit") {
+    if (data) {
+      props.name = data.name;
+      props.username = data.username;
+      props.email = data.email;
+    }
+    props.onBack = () => window.history.back();
+    props.onSubmit = handleSubmit;
+    props.loading = loading;
+    props.error = error;
+  }
+
+  return <Component {...props} />;
+}

react-openapi/src/components/Layout.tsx

@@ -39,4 +39,4 @@ export function Layout({ resources, basePath, children }: LayoutProps) {
       </Box>
     </Box>
   );
-}
+}

react-openapi/src/components/ResourceDetail.tsx

@@ -7,6 +7,8 @@ import {
   Paper,
   Grid,
   CircularProgress,
+  Tabs,
+  Tab,
 } from "@mui/material";
 import ArrowBackIcon from "@mui/icons-material/ArrowBack";
 import EditIcon from "@mui/icons-material/Edit";
@@ -14,12 +16,18 @@ import type { ResourceConfig } from "../types";
 import { useResource } from "../context/useResource";
 import { useAppContext } from "../context/AppContext";
 import { DetailFieldRenderer, applyDisplayFormat } from "./fields";
+import { SseStreamView } from "./SseStreamView";
 
 interface ResourceDetailProps {
   resource: ResourceConfig;
   basePath: string;
 }
 
+function TabPanel({ children, value, index }: { children: React.ReactNode; value: number; index: number }) {
+  if (value !== index) return null;
+  return <Box sx={{ pt: 3 }}>{children}</Box>;
+}
+
 export function ResourceDetail({ resource, basePath }: ResourceDetailProps) {
   const navigate = useNavigate();
   const { id } = useParams();
@@ -27,6 +35,7 @@ export function ResourceDetail({ resource, basePath }: ResourceDetailProps) {
   const { resources: allResources } = useAppContext();
   const [data, setData] = useState<any>(null);
   const [loading, setLoading] = useState(true);
+  const [tabIndex, setTabIndex] = useState(0);
 
   useEffect(() => {
     if (id) {
@@ -49,22 +58,49 @@ export function ResourceDetail({ resource, basePath }: ResourceDetailProps) {
 
   if (!data) {
     return (
-      <Typography variant="body1" color="text.secondary" sx={{ py: 4 }}>
+      <Box sx={{ py: 6, textAlign: "center" }}>
-        Record not found
+        <Typography variant="body2" color="text.secondary">
-      </Typography>
+          Record not found
+        </Typography>
+        <Button sx={{ mt: 1.5 }} onClick={() => navigate(`${basePath}/${resource.name}`)}>
+          Back to list
+        </Button>
+      </Box>
     );
   }
 
   const visibleFields = resource.orderedFields.filter((f) => !f.hidden?.detail);
 
+  const tabs = [{ label: "Details", key: "details" }];
+  if (resource.subResources) {
+    for (const subName of resource.subResources) {
+      const sub = allResources.find((r) => r.name === subName);
+      if (sub) {
+        tabs.push({ label: sub.displayName, key: subName });
+      }
+    }
+  }
+
   return (
     <Box>
       <Box sx={{ display: "flex", alignItems: "center", gap: 1, mb: 3 }}>
         <Button startIcon={<ArrowBackIcon />} onClick={() => navigate(`${basePath}/${resource.name}`)}>
           Back
         </Button>
-        <Typography variant="h5" fontWeight={700} sx={{ flex: 1 }}>
+        <Typography variant="h5" fontWeight={700} sx={{ flex: 1, letterSpacing: "-0.02em" }}>
-          {applyDisplayFormat(data, resource.displayFormat)}
+          {applyDisplayFormat(
+            Object.fromEntries(
+              resource.orderedFields.map((field) => {
+                const value = data[field.name];
+                if (field.fk && typeof value === "object" && value != null) {
+                  const target = allResources.find((r) => r.name === field.fk!.resource);
+                  if (target) return [field.name, applyDisplayFormat(value, target.displayFormat)];
+                }
+                return [field.name, value];
+              })
+            ),
+            resource.displayFormat
+          )}
         </Typography>
         {resource.operations.update && (
           <Button variant="contained" startIcon={<EditIcon />} onClick={() => navigate(`${basePath}/${resource.name}/${id}/edit`)}>
@@ -73,25 +109,47 @@ export function ResourceDetail({ resource, basePath }: ResourceDetailProps) {
         )}
       </Box>
 
-      <Paper variant="outlined" sx={{ p: 3 }}>
+      {tabs.length > 1 && (
-        <Grid container spacing={2}>
+        <Tabs value={tabIndex} onChange={(_, v) => setTabIndex(v)} sx={{ mb: 1 }}>
-          {visibleFields.map((field) => {
+          {tabs.map((t) => (
-            let value = data[field.name];
+            <Tab key={t.key} label={t.label} />
-            let fmt = resource.displayFormat;
+          ))}
-            if (field.fk && typeof value === "object") {
+        </Tabs>
-              const targetRes = allResources.find((r) => r.name === field.fk!.resource);
+      )}
-              fmt = targetRes!.displayFormat;
+
-            } else if (field.refSchema && !field.fk && typeof value === "object") {
+      <TabPanel value={tabIndex} index={0}>
-              fmt = field.inlineDisplayFormat ?? resource.displayFormat;
+        <Paper variant="outlined" sx={{ p: 3 }}>
-            }
+          <Grid container spacing={2}>
-            return (
+            {visibleFields.map((field) => {
-              <Grid item xs={12} sm={6} md={4} key={field.name}>
+              let value = data[field.name];
-                <DetailFieldRenderer field={field} value={value} displayFormat={fmt} />
+              let fmt = resource.displayFormat;
-              </Grid>
+              if (field.fk && typeof value === "object") {
-            );
+                const targetRes = allResources.find((r) => r.name === field.fk!.resource);
-          })}
+                fmt = targetRes!.displayFormat;
-        </Grid>
+              } else if (field.refSchema && !field.fk && typeof value === "object") {
-      </Paper>
+                fmt = field.inlineDisplayFormat ?? resource.displayFormat;
+              }
+              return (
+                <Grid item xs={12} sm={6} md={4} key={field.name}>
+                  <DetailFieldRenderer field={field} value={value} displayFormat={fmt} basePath={basePath} />
+                </Grid>
+              );
+            })}
+          </Grid>
+        </Paper>
+      </TabPanel>
+
+      {tabs.slice(1).map((t, i) => {
+        const sub = allResources.find((r) => r.name === t.key)!;
+        const pathParam = sub.parent?.pathParam ?? "id";
+        return (
+          <TabPanel key={t.key} value={tabIndex} index={i + 1}>
+            {sub.streaming ? (
+              <SseStreamView resource={sub} pathParams={{ [pathParam]: id! }} />
+            ) : null}
+          </TabPanel>
+        );
+      })}
     </Box>
   );
 }

react-openapi/src/components/ResourceForm.tsx

@@ -236,6 +236,7 @@ export function ResourceForm({ resource, basePath, mode }: ResourceFormProps) {
           <Grid container spacing={2}>
             {resource.orderedFields
               .filter((f) => !(f.name === resource.primaryKey && mode === "edit"))
+              .filter((f) => !f.hidden?.form)
               .map((field) => (
                 <Grid item xs={12} sm={6} md={4} key={field.name}>
                   <FormFieldRenderer

react-openapi/src/components/ResourceList.tsx

@@ -20,11 +20,13 @@ import {
   DialogContent,
   DialogActions,
   Grid,
+  Skeleton,
 } from "@mui/material";
 import AddIcon from "@mui/icons-material/Add";
 import EditIcon from "@mui/icons-material/Edit";
 import DeleteIcon from "@mui/icons-material/Delete";
 import VisibilityIcon from "@mui/icons-material/Visibility";
+import StorageIcon from "@mui/icons-material/Storage";
 import type { ResourceConfig, FieldConfig } from "../types";
 import { useResource } from "../context/useResource";
 import { useAppContext } from "../context/AppContext";
@@ -38,6 +40,10 @@ interface ResourceListProps {
   basePath: string;
 }
 
+function isNumericColumn(col: FieldConfig): boolean {
+  return col.type === "integer" || col.type === "number";
+}
+
 function matchRow(row: any, filters: Record<string, string>, fields: FieldConfig[], allResources: ResourceConfig[]): boolean {
   for (const field of fields) {
     if (!field.filterable) continue;
@@ -265,12 +271,16 @@ export function ResourceList({ resource, basePath }: ResourceListProps) {
         />
       )}
 
-      <TableContainer component={Paper} variant="outlined">
+      <TableContainer component={Paper} variant="outlined" sx={{ borderRadius: 3 }}>
         <Table size="small">
           <TableHead>
             <TableRow>
               {visibleColumns.map((col) => (
-                <TableCell key={col.name} sx={{ fontWeight: 700 }}>
+                <TableCell
+                  key={col.name}
+                  align={isNumericColumn(col) ? "right" : "left"}
+                  sx={{ fontWeight: 700, fontSize: "0.75rem", py: 1, whiteSpace: "nowrap" }}
+                >
                   {col.sortable ? (
                     <TableSortLabel
                       active={sortField === col.name}
@@ -284,16 +294,45 @@ export function ResourceList({ resource, basePath }: ResourceListProps) {
                   )}
                 </TableCell>
               ))}
-              {hasActions && <TableCell align="right" sx={{ fontWeight: 700 }}>Actions</TableCell>}
+              {hasActions && <TableCell align="right" sx={{ fontWeight: 700, fontSize: "0.75rem", py: 1 }}>Actions</TableCell>}
             </TableRow>
           </TableHead>
           <TableBody>
-            {displayData.length === 0 ? (
+            {crud.loading && displayData.length === 0 ? (
+              Array.from({ length: 6 }).map((_, i) => (
+                <TableRow key={`skeleton-${i}`}>
+                  {visibleColumns.map((col) => (
+                    <TableCell key={col.name} align={isNumericColumn(col) ? "right" : "left"} sx={{ py: 1 }}>
+                      <Skeleton variant="text" width={col.type === "integer" || col.type === "number" ? 56 : "80%"} />
+                    </TableCell>
+                  ))}
+                  {hasActions && (
+                    <TableCell align="right" sx={{ py: 1 }}>
+                      <Skeleton variant="rectangular" width={72} height={24} sx={{ ml: "auto", borderRadius: 1 }} />
+                    </TableCell>
+                  )}
+                </TableRow>
+              ))
+            ) : displayData.length === 0 ? (
               <TableRow>
                 <TableCell colSpan={visibleColumns.length + (hasActions ? 1 : 0)} align="center">
-                  <Typography variant="body2" color="text.secondary" sx={{ py: 4 }}>
+                  <Box sx={{ py: 5, display: "flex", flexDirection: "column", alignItems: "center", gap: 1 }}>
-                    {isStreaming ? "Waiting for events\u2026" : "No records found"}
+                    <StorageIcon sx={{ fontSize: 32, color: "text.disabled" }} />
-                  </Typography>
+                    <Typography variant="body2" color="text.secondary">
+                      {isStreaming ? "Waiting for events…" : "No records found"}
+                    </Typography>
+                    {!isStreaming && resource.operations.create && (
+                      <Button
+                        variant="contained"
+                        size="small"
+                        startIcon={<AddIcon />}
+                        onClick={() => navigate(`${basePath}/${resource.name}/new`)}
+                        sx={{ mt: 1 }}
+                      >
+                        Create
+                      </Button>
+                    )}
+                  </Box>
                 </TableCell>
               </TableRow>
             ) : (
@@ -303,7 +342,7 @@ export function ResourceList({ resource, basePath }: ResourceListProps) {
                   <TableRow
                     key={rowId}
                     hover
-                    sx={{ cursor: "pointer" }}
+                    sx={{ cursor: "pointer", "&:hover .row-actions": { opacity: 1 } }}
                     onClick={() => {
                       if (isStreaming) {
                         setDetailRow(row);
@@ -322,34 +361,56 @@ export function ResourceList({ resource, basePath }: ResourceListProps) {
                         fmt = col.inlineDisplayFormat;
                       }
                       return (
-                        <TableCell key={col.name}>
+                        <TableCell
-                          <ListCellRenderer field={col} value={value} displayFormat={fmt} />
+                          key={col.name}
+                          align={isNumericColumn(col) ? "right" : "left"}
+                          sx={{
+                            py: 1,
+                            fontSize: "0.8125rem",
+                            ...(isNumericColumn(col) && { fontVariantNumeric: "tabular-nums" }),
+                          }}
+                        >
+                          <ListCellRenderer field={col} value={value} displayFormat={fmt} basePath={basePath} />
                         </TableCell>
                       );
                     })}
                     {hasActions && (
-                      <TableCell align="right" onClick={(e) => e.stopPropagation()}>
+                      <TableCell
-                        {resource.operations.get && !isStreaming && (
+                        align="right"
-                          <Tooltip title="View">
+                        onClick={(e) => e.stopPropagation()}
-                            <IconButton size="small" onClick={() => navigate(`${basePath}/${resource.name}/${rowId}`)}>
+                      >
-                              <VisibilityIcon fontSize="small" />
+                        <Box
-                            </IconButton>
+                          className="row-actions"
-                          </Tooltip>
+                          sx={{
-                        )}
+                            opacity: { xs: 1, md: 0 },
-                        {resource.operations.update && (
+                            display: "flex",
-                          <Tooltip title="Edit">
+                            justifyContent: "flex-end",
-                            <IconButton size="small" onClick={() => navigate(`${basePath}/${resource.name}/${rowId}/edit`)}>
+                            gap: 0.5,
-                              <EditIcon fontSize="small" />
+                            transition: "opacity 160ms ease",
-                            </IconButton>
+                          }}
-                          </Tooltip>
+                        >
-                        )}
+                          {resource.operations.get && !isStreaming && (
-                        {resource.operations.delete && (
+                            <Tooltip title="View">
-                          <Tooltip title="Delete">
+                              <IconButton size="small" onClick={() => navigate(`${basePath}/${resource.name}/${rowId}`)}>
-                            <IconButton size="small" onClick={() => handleDelete(rowId)} color="error">
+                                <VisibilityIcon fontSize="small" />
-                              <DeleteIcon fontSize="small" />
+                              </IconButton>
-                            </IconButton>
+                            </Tooltip>
-                          </Tooltip>
+                          )}
-                        )}
+                          {resource.operations.update && (
+                            <Tooltip title="Edit">
+                              <IconButton size="small" onClick={() => navigate(`${basePath}/${resource.name}/${rowId}/edit`)}>
+                                <EditIcon fontSize="small" />
+                              </IconButton>
+                            </Tooltip>
+                          )}
+                          {resource.operations.delete && (
+                            <Tooltip title="Delete">
+                              <IconButton size="small" onClick={() => handleDelete(rowId)} color="error">
+                                <DeleteIcon fontSize="small" />
+                              </IconButton>
+                            </Tooltip>
+                          )}
+                        </Box>
                       </TableCell>
                     )}
                   </TableRow>
@@ -388,11 +449,12 @@ export function ResourceList({ resource, basePath }: ResourceListProps) {
             <Grid container spacing={2} sx={{ mt: 0.5 }}>
               {visibleColumns.map((col) => (
                 <Grid key={col.name} item xs={12} sm={6}>
-                  <DetailFieldRenderer
+                    <DetailFieldRenderer
-                    field={col}
+                      field={col}
-                    value={detailRow[col.name]}
+                      value={detailRow[col.name]}
-                    displayFormat={resource.displayFormat}
+                      displayFormat={resource.displayFormat}
-                  />
+                      basePath={basePath}
+                    />
                 </Grid>
               ))}
             </Grid>

react-openapi/src/components/SideMenu.tsx

@@ -30,11 +30,6 @@ export function SideMenu({ resources, basePath, mobileOpen, onClose }: SideMenuP
   const theme = useTheme();
   const isMobile = useMediaQuery(theme.breakpoints.down("md"));
 
-  const colors = [
-    "#6366f1", "#10b981", "#f59e0b", "#ef4444", "#8b5cf6",
-    "#ec4899", "#14b8a6", "#f97316", "#06b6d4", "#84cc16",
-  ];
-
   const content = (
     <Box>
       <Toolbar>
@@ -43,7 +38,7 @@ export function SideMenu({ resources, basePath, mobileOpen, onClose }: SideMenuP
         </Typography>
       </Toolbar>
       <List sx={{ px: 1 }}>
-        {resources.map((r, i) => {
+        {resources.map((r) => {
           const listPath = `${basePath}/${r.name}`;
           const active = location.pathname.startsWith(listPath);
           return (
@@ -58,13 +53,15 @@ export function SideMenu({ resources, basePath, mobileOpen, onClose }: SideMenuP
                 borderRadius: 2,
                 mb: 0.5,
                 "&.Mui-selected": {
-                  bgcolor: `${colors[i % colors.length]}15`,
+                  bgcolor: "primary.main",
-                  "&:hover": { bgcolor: `${colors[i % colors.length]}20` },
+                  color: "primary.contrastText",
+                  "&:hover": { bgcolor: "primary.main" },
+                  "& .MuiListItemIcon-root": { color: "primary.contrastText" },
                 },
               }}
             >
               <ListItemIcon sx={{ minWidth: 36 }}>
-                <CircleIcon sx={{ color: colors[i % colors.length], fontSize: 12 }} />
+                <CircleIcon sx={{ fontSize: 12 }} />
               </ListItemIcon>
               <ListItemText
                 primary={r.displayName}
@@ -107,4 +104,4 @@ export function SideMenu({ resources, basePath, mobileOpen, onClose }: SideMenuP
   );
 }
 
-export { drawerWidth };
+export { drawerWidth };

react-openapi/src/components/SseStreamView.tsx

@@ -9,9 +9,10 @@ import { SseConnectionStatus } from "./SseConnectionStatus";
 
 interface SseStreamViewProps {
   resource: ResourceConfig;
+  pathParams?: Record<string, string | number>;
 }
 
-export function SseStreamView({ resource }: SseStreamViewProps) {
+export function SseStreamView({ resource, pathParams }: SseStreamViewProps) {
   const { stream } = useResource(resource.name);
   const [events, setEvents] = useState<any[]>(() => readSseCache(resource.name));
   const [snackbarOpen, setSnackbarOpen] = useState(false);
@@ -31,7 +32,7 @@ export function SseStreamView({ resource }: SseStreamViewProps) {
       },
       onOpen: () => setSseConnected(resource.name, true),
       onError: () => setSseConnected(resource.name, false),
-    });
+    }, pathParams);
 
     return () => {
       setSseConnected(resource.name, false);

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

@@ -1,15 +1,20 @@
 import React from "react";
-import { Box, Typography } from "@mui/material";
+import { Box, Typography, Avatar } from "@mui/material";
 import type { FieldConfig } from "../../types";
 import { ListCellRenderer } from "./ListCellRenderer";
+import { CurrencyField } from "./renderers/CurrencyField";
+import { resolveMediaUrl } from "./utils";
+import { useAppContext } from "../../context/AppContext";
 
 interface DetailFieldProps {
   field: FieldConfig;
   value: any;
   displayFormat?: string;
+  basePath?: string;
 }
 
-export function DetailFieldRenderer({ field, value, displayFormat }: DetailFieldProps) {
+export function DetailFieldRenderer({ field, value, displayFormat, basePath }: DetailFieldProps) {
+  const { config } = useAppContext();
   if (field.hidden?.detail) return null;
 
   return (
@@ -17,7 +22,13 @@ export function DetailFieldRenderer({ field, value, displayFormat }: DetailField
       <Typography variant="caption" color="text.secondary" fontWeight={600} sx={{ mb: 0.25, display: "block" }}>
         {field.label}
       </Typography>
-      <ListCellRenderer field={field} value={value} displayFormat={displayFormat} />
+      {field.uiType === "currency" ? (
+        <CurrencyField value={Number(value)} large />
+      ) : field.uiType === "image" ? (
+        <Avatar src={resolveMediaUrl(value, config.baseApiUrl)} variant="rounded" sx={{ width: 120, height: 120 }} />
+      ) : (
+        <ListCellRenderer field={field} value={value} displayFormat={displayFormat} basePath={basePath} />
+      )}
     </Box>
   );
 }

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

@@ -1,15 +1,18 @@
 import React from "react";
-import { TextField } from "@mui/material";
+import { TextField, Chip, Box } from "@mui/material";
 import type { FieldConfig } from "../../types";
 import { StringField } from "./renderers/StringField";
 import { NumberField } from "./renderers/NumberField";
 import { DateField } from "./renderers/DateField";
 import { BooleanField } from "./renderers/BooleanField";
 import { EnumField } from "./renderers/EnumField";
+import { MultiEnumField } from "./renderers/MultiEnumField";
 import { FkSelectField } from "./renderers/FkSelectField";
 import { FkMultiSelectField } from "./renderers/FkMultiSelectField";
+import { FileUploadField } from "./renderers/FileUploadField";
 import { ImageField } from "./renderers/ImageField";
 import { JsonField } from "./renderers/JsonField";
+import { DiscriminatorField } from "./renderers/DiscriminatorField";
 
 interface FormFieldProps {
   field: FieldConfig;
@@ -25,6 +28,16 @@ interface FormFieldProps {
 export function FormFieldRenderer({ field, value, onChange, error, fkOptions, fkLoading, recordId, onFkOpen }: FormFieldProps) {
   if (field.hidden?.form) return null;
 
+  if (field.upload) {
+    return (
+      <FileUploadField
+        field={field}
+        value={value}
+        onChange={onChange}
+      />
+    );
+  }
+
   if (field.readOnly && field.uiType !== "image") {
     return (
       <StringField field={field} value={value} onChange={onChange} error={error} />
@@ -69,6 +82,17 @@ export function FormFieldRenderer({ field, value, onChange, error, fkOptions, fk
     );
   }
 
+  if (field.isArray && field.enumValues) {
+    return (
+      <MultiEnumField
+        field={field}
+        value={value}
+        onChange={onChange}
+        error={error}
+      />
+    );
+  }
+
   if (field.enumValues) {
     return (
       <EnumField
@@ -84,6 +108,17 @@ export function FormFieldRenderer({ field, value, onChange, error, fkOptions, fk
     return <BooleanField field={field} value={value} onChange={onChange} />;
   }
 
+  if (field.uiType === "currency") {
+    return (
+      <NumberField
+        field={field}
+        value={value}
+        onChange={onChange}
+        error={error}
+      />
+    );
+  }
+
   if (field.type === "integer" || field.type === "number") {
     return (
       <NumberField
@@ -106,6 +141,17 @@ export function FormFieldRenderer({ field, value, onChange, error, fkOptions, fk
     );
   }
 
+  if (field.oneOfOptions) {
+    return (
+      <DiscriminatorField
+        field={field}
+        value={value}
+        onChange={onChange}
+        error={error}
+      />
+    );
+  }
+
   if (field.refSchema && !field.fk) {
     return (
       <JsonField
@@ -116,6 +162,32 @@ export function FormFieldRenderer({ field, value, onChange, error, fkOptions, fk
     );
   }
 
+  if (field.type === "array" && !field.fk) {
+    return (
+      <Box>
+        <Chip
+          label={`${field.label} (${Array.isArray(value) ? value.length : 0})`}
+          size="small"
+          color="default"
+          variant="outlined"
+        />
+      </Box>
+    );
+  }
+
+  if (field.type === "object" && !field.fk) {
+    return (
+      <Box>
+        <Chip
+          label={field.label}
+          size="small"
+          color="default"
+          variant="outlined"
+        />
+      </Box>
+    );
+  }
+
   return (
     <StringField
       field={field}

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

@@ -1,24 +1,73 @@
-import React from "react";
+import React, { useState } from "react";
-import { Box, Typography, Chip, Avatar } from "@mui/material";
+import { useNavigate } from "react-router-dom";
+import { Box, Typography, Chip, Avatar, Dialog, DialogTitle, DialogContent, DialogActions, Button, Grid } from "@mui/material";
 import type { FieldConfig } from "../../types";
-import { applyDisplayFormat } from "./utils";
+import { applyDisplayFormat, resolveMediaUrl } from "./utils";
+import { formatByFieldFormat } from "../../utils/datetime";
 import { InlineRefField } from "./renderers/InlineRefField";
+import { CurrencyField } from "./renderers/CurrencyField";
+import { extractFields } from "../../transformers/field-config";
+import { useAppContext } from "../../context/AppContext";
 
 interface ListCellProps {
   field: FieldConfig;
   value: any;
   displayFormat?: string;
+  basePath?: string;
 }
 
-export function ListCellRenderer({ field, value, displayFormat }: ListCellProps) {
+export function ListCellRenderer({ field, value, displayFormat, basePath }: ListCellProps) {
+  const navigate = useNavigate();
+  const { schemas, config } = useAppContext();
+  const [inlineItem, setInlineItem] = useState<any>(null);
+
   if (value === null || value === undefined) {
     return <Typography variant="body2" color="text.disabled">—</Typography>;
   }
 
+  const handleFkClick = (e: React.MouseEvent, fkValue: any) => {
+    e.stopPropagation();
+    if (!basePath || !field.fk || typeof fkValue !== "object") return;
+    const id = fkValue?.id;
+    if (id != null) {
+      navigate(`${basePath}/${field.fk.resource}/${id}`);
+    }
+  };
+
   if (field.refSchema && !field.fk && !field.isArray && typeof value === "object") {
-    return <InlineRefField field={field} value={value} displayFormat={displayFormat} />;
+    return <InlineRefField field={field} value={value} />;
   }
 
+  const renderInlineItemFields = (itemValue: any) => {
+    const schema = field.refSchema ? schemas[field.refSchema] : undefined;
+    let fields: FieldConfig[] = [];
+    if (field.oneOfOptions && field.discriminatorProperty) {
+      const opt = field.oneOfOptions.find((o) => o.value === itemValue?.[field.discriminatorProperty!]);
+      if (opt) fields = opt.fields;
+    } else if (schema && field.refSchema) {
+      fields = extractFields(field.refSchema, schema, schemas);
+    }
+    return (
+      <Grid container spacing={2} sx={{ mt: 0.5 }}>
+        {fields.map((sf) => {
+          const fv = itemValue?.[sf.name];
+          return (
+            <Grid key={sf.name} item xs={12} sm={6}>
+              <Box sx={{ mb: 2 }}>
+                <Typography variant="caption" color="text.secondary" fontWeight={600} sx={{ mb: 0.25, display: "block" }}>
+                  {sf.label}
+                </Typography>
+                <Typography variant="body2">
+                  {fv == null ? "—" : typeof fv === "object" ? (sf.inlineDisplayFormat ? applyDisplayFormat(fv, sf.inlineDisplayFormat) : JSON.stringify(fv)) : formatByFieldFormat(fv, sf.format)}
+                </Typography>
+              </Box>
+            </Grid>
+          );
+        })}
+      </Grid>
+    );
+  };
+
   if (field.isArray && Array.isArray(value) && field.refSchema && !field.fk) {
     if (value.length === 0) {
       return <Typography variant="body2" color="text.disabled">—</Typography>;
@@ -29,14 +78,40 @@ export function ListCellRenderer({ field, value, displayFormat }: ListCellProps)
           const label = typeof item === "object"
             ? applyDisplayFormat(item, displayFormat ?? "")
             : String(item);
-          return <Chip key={i} label={label} size="small" variant="outlined" />;
+          return (
+            <Chip
+              key={i}
+              label={label}
+              size="small"
+              variant="outlined"
+              onClick={(e) => { e.stopPropagation(); setInlineItem(item); }}
+              sx={{ cursor: "pointer" }}
+            />
+          );
         })}
+        <Dialog open={!!inlineItem} onClose={() => setInlineItem(null)} maxWidth="sm" fullWidth>
+          <DialogTitle>{field.label}</DialogTitle>
+          <DialogContent dividers>
+            {inlineItem && renderInlineItemFields(inlineItem)}
+          </DialogContent>
+          <DialogActions>
+            <Button onClick={() => setInlineItem(null)}>Close</Button>
+          </DialogActions>
+        </Dialog>
       </Box>
     );
   }
 
   if (field.fk && typeof value === "object" && !field.isArray) {
-    return <Typography variant="body2">{applyDisplayFormat(value, displayFormat ?? "")}</Typography>;
+    return (
+      <Chip
+        label={applyDisplayFormat(value, displayFormat ?? "")}
+        size="small"
+        variant="outlined"
+        onClick={(e) => handleFkClick(e, value)}
+        sx={basePath ? { cursor: "pointer" } : undefined}
+      />
+    );
   }
 
   if (field.isArray && Array.isArray(value) && field.fk) {
@@ -44,7 +119,16 @@ export function ListCellRenderer({ field, value, displayFormat }: ListCellProps)
       <Box sx={{ display: "flex", gap: 0.5, flexWrap: "wrap" }}>
         {value.map((item: any, i: number) => {
           const label = typeof item === "object" ? applyDisplayFormat(item, displayFormat ?? "") : String(item);
-          return <Chip key={i} label={label} size="small" variant="outlined" />;
+          return (
+            <Chip
+              key={i}
+              label={label}
+              size="small"
+              variant="outlined"
+              onClick={(e) => handleFkClick(e, item)}
+              sx={basePath ? { cursor: "pointer" } : undefined}
+            />
+          );
         })}
       </Box>
     );
@@ -55,12 +139,20 @@ export function ListCellRenderer({ field, value, displayFormat }: ListCellProps)
   }
 
   if (field.uiType === "image" && value) {
-    return <Avatar src={value} variant="rounded" sx={{ width: 40, height: 40 }} />;
+    return <Avatar src={resolveMediaUrl(value, config.baseApiUrl)} variant="rounded" sx={{ width: 40, height: 40 }} />;
+  }
+
+  if (field.uiType === "currency" && value != null && !Number.isNaN(Number(value))) {
+    return <CurrencyField value={Number(value)} />;
   }
 
   if (field.type === "boolean") {
     return <Chip label={value ? "Yes" : "No"} size="small" color={value ? "success" : "default"} />;
   }
 
-  return <Typography variant="body2">{String(value)}</Typography>;
+  if (typeof value === "object") {
+    return <Typography variant="body2">{applyDisplayFormat(value, displayFormat ?? "")}</Typography>;
+  }
+
+  return <Typography variant="body2">{formatByFieldFormat(value, field.format)}</Typography>;
 }

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

@@ -3,3 +3,5 @@ export { ListCellRenderer } from "./ListCellRenderer";
 export { DetailFieldRenderer } from "./DetailFieldRenderer";
 export { applyDisplayFormat } from "./utils";
 export { JsonField } from "./renderers/JsonField";
+export { MultiEnumField } from "./renderers/MultiEnumField";
+export { CurrencyField, formatCurrency } from "./renderers/CurrencyField";

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

@@ -0,0 +1,42 @@
+import React from "react";
+import { Typography } from "@mui/material";
+
+const CURRENCIES = ["INR", "USD", "EUR", "GBP", "AED", "SGD"];
+const _currencyFormatters = new Map<string, Intl.NumberFormat>();
+
+export function formatCurrency(amount: number, currency?: string): string {
+  const code = currency && CURRENCIES.includes(currency) ? currency : "INR";
+  let formatter = _currencyFormatters.get(code);
+  if (!formatter) {
+    formatter = new Intl.NumberFormat("en-IN", {
+      style: "currency",
+      currency: code,
+      maximumFractionDigits: 2,
+    });
+    _currencyFormatters.set(code, formatter);
+  }
+  return formatter.format(Math.abs(amount));
+}
+
+interface CurrencyFieldProps {
+  value: number;
+  currency?: string;
+  large?: boolean;
+}
+
+export function CurrencyField({ value, currency, large }: CurrencyFieldProps) {
+  const negative = value < 0;
+  return (
+    <Typography
+      component="span"
+      sx={{
+        fontWeight: 700,
+        fontSize: large ? "0.9375rem" : "0.8125rem",
+        fontVariantNumeric: "tabular-nums",
+        color: negative ? "error.main" : "success.main",
+      }}
+    >
+      {formatCurrency(value, currency)}
+    </Typography>
+  );
+}

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

@@ -10,18 +10,37 @@ interface Props {
 }
 
 export function DateField({ field, value, onChange, error }: Props) {
-  const inputType = field.format === "date" ? "date" : "datetime-local";
+  // `x-edit-as: date` renders a date-time field as a plain date picker;
+  // the picked day is submitted as midnight so the stored type is intact.
+  const editAsDate = field.format === "date" || field.editAs === "date";
+
+  const inputType = editAsDate ? "date" : "datetime-local";
+
+  const normalized = (() => {
+    if (field.format !== "date-time" || typeof value !== "string") return value;
+    if (editAsDate) return value.slice(0, 10);
+    return value.replace(/\.\d+Z$/, "").replace(/Z$/, "");
+  })();
+
+  const handleChange = (e: React.ChangeEvent<HTMLInputElement>) => {
+    const v = e.target.value;
+    if (editAsDate && field.format === "date-time" && /^\d{4}-\d{2}-\d{2}$/.test(v)) {
+      onChange(`${v}T00:00:00`);
+    } else {
+      onChange(v);
+    }
+  };
 
   return (
     <TextField
       fullWidth
       label={field.label}
       type={inputType}
-      value={value ?? ""}
+      value={normalized ?? ""}
-      onChange={(e) => onChange(e.target.value)}
+      onChange={handleChange}
       error={!!error}
-      helperText={error ?? field.description}
+      helperText={error || field.description || undefined}
-      placeholder={field.description}
+      placeholder={field.description || undefined}
       size="small"
       disabled={field.readOnly}
       InputLabelProps={{ shrink: true }}

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

@@ -0,0 +1,74 @@
+import React, { useCallback } from "react";
+import { Box, FormControl, InputLabel, Select, MenuItem, Typography } from "@mui/material";
+import type { FieldConfig } from "../../../types";
+import { FormFieldRenderer } from "../FormFieldRenderer";
+
+interface Props {
+  field: FieldConfig;
+  value: any;
+  onChange: (value: any) => void;
+  error?: string;
+}
+
+export function DiscriminatorField({ field, value, onChange, error }: Props) {
+  const options = field.oneOfOptions ?? [];
+  const discProp = field.discriminatorProperty ?? "type";
+  const currentType = value?.[discProp] ?? "";
+
+  function defaultFieldValue(field: FieldConfig): any {
+    if (field.enumValues) return field.enumValues[0];
+    if (field.isArray) return [];
+    if (field.type === "object") return {};
+    if (field.type === "number" || field.type === "integer") return 0;
+    return null;
+  }
+
+  const handleTypeChange = useCallback((e: any) => {
+    const newType = e.target.value;
+    const option = options.find((o) => o.value === newType);
+    const newValue: Record<string, any> = { [discProp]: newType };
+    if (option) {
+      for (const f of option.fields) {
+        newValue[f.name] = defaultFieldValue(f);
+      }
+    }
+    onChange(newValue);
+  }, [discProp, onChange, options]);
+
+  const handleFieldChange = useCallback((fieldName: string, fieldValue: any) => {
+    onChange({ ...(value ?? {}), [fieldName]: fieldValue });
+  }, [onChange, value]);
+
+  const activeFields = options.find((o) => o.value === currentType)?.fields ?? [];
+
+  return (
+    <Box>
+      <FormControl fullWidth size="small" sx={{ mb: 2 }}>
+        <InputLabel>{field.label}</InputLabel>
+        <Select
+          value={currentType}
+          label={field.label}
+          onChange={handleTypeChange}
+          error={!!error}
+        >
+          <MenuItem value="" disabled>Select type</MenuItem>
+          {options.map((opt) => (
+            <MenuItem key={opt.value} value={opt.value}>{opt.label}</MenuItem>
+          ))}
+        </Select>
+      </FormControl>
+      {currentType && activeFields.length > 0 && (
+        <Box sx={{ pl: 2, borderLeft: "2px solid", borderColor: "divider" }}>
+          {activeFields.map((f) => (
+            <FormFieldRenderer
+              key={f.name}
+              field={f}
+              value={value?.[f.name]}
+              onChange={(v) => handleFieldChange(f.name, v)}
+            />
+          ))}
+        </Box>
+      )}
+    </Box>
+  );
+}

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

@@ -0,0 +1,76 @@
+import React from "react";
+import { Box, Typography, Avatar, Chip, Button, FormHelperText } from "@mui/material";
+import type { FieldConfig } from "../../../types";
+import { getApi } from "../../../hooks/useApi";
+import { useAppContext } from "../../../context/AppContext";
+import { resolveMediaUrl } from "../utils";
+
+interface Props {
+  field: FieldConfig;
+  value: any;
+  onChange: (value: any) => void;
+}
+
+const acceptMap: Record<string, string> = {
+  image: "image/*",
+  pdf: ".pdf",
+  csv: ".csv",
+  html: ".html,.htm",
+};
+
+export function FileUploadField({ field, value, onChange }: Props) {
+  const uploadConfig = field.upload!;
+  const inputRef = React.useRef<HTMLInputElement>(null);
+  const { config } = useAppContext();
+
+  const handleUpload = async (e: React.ChangeEvent<HTMLInputElement>) => {
+    const file = e.target.files?.[0];
+    if (!file) return;
+
+    const arrayBuffer = await file.arrayBuffer();
+    const binary = new Uint8Array(arrayBuffer);
+    const api = getApi();
+    const res = await api.post(uploadConfig.url, binary, {
+      headers: {
+        "Content-Type": file.type,
+        "Content-Disposition": `attachment; filename="${file.name}"`,
+      },
+    });
+    onChange(res.data.saved_as);
+    if (inputRef.current) inputRef.current.value = "";
+  };
+
+  const handleReplace = () => {
+    onChange(null);
+    setTimeout(() => inputRef.current?.click(), 0);
+  };
+
+  const accept = acceptMap[uploadConfig.type] ?? undefined;
+
+  return (
+    <Box>
+      <Typography variant="body2" fontWeight={600} sx={{ mb: 0.5 }}>
+        {field.label}
+      </Typography>
+      {value ? (
+        uploadConfig.type === "image" ? (
+          <Avatar src={resolveMediaUrl(`/uploads/${value}`, config.baseApiUrl)} variant="rounded" sx={{ width: 120, height: 120 }} />
+        ) : (
+          <Chip
+            label={value}
+            component="a"
+            href={resolveMediaUrl(`/uploads/${value}`, config.baseApiUrl)}
+            clickable
+            onDelete={handleReplace}
+          />
+        )
+      ) : (
+        <Button variant="outlined" component="label" size="small">
+          Upload {field.label}
+          <input type="file" hidden accept={accept} onChange={handleUpload} ref={inputRef} />
+        </Button>
+      )}
+      {field.description && <FormHelperText>{field.description}</FormHelperText>}
+    </Box>
+  );
+}

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

@@ -1,5 +1,6 @@
-import React from "react";
+import React, { useState, useMemo } from "react";
-import { TextField, Autocomplete } from "@mui/material";
+import { TextField, Autocomplete, Chip, Box } from "@mui/material";
+import DoneIcon from "@mui/icons-material/Done";
 import type { FieldConfig } from "../../../types";
 
 interface Props {
@@ -12,20 +13,86 @@ interface Props {
 }
 
 export function FkMultiSelectField({ field, value, onChange, fkOptions, fkLoading, onOpen }: Props) {
-  console.log(`[FkMultiSelectField] render field="${field.name}" fkOptions=${fkOptions ? `${fkOptions.length} items` : "undefined"} fkLoading=${fkLoading} value=${JSON.stringify(value)}`);
+  const [open, setOpen] = useState(false);
+  const [frozenValue, setFrozenValue] = useState<any[]>([]);
+
+  const handleOpen = () => {
+    onOpen?.();
+    setFrozenValue(value ?? []);
+    setOpen(true);
+  };
+
+  const handleClose = () => {
+    setOpen(false);
+  };
+
+  const sortedOptions = useMemo(() => {
+    const sel = new Set(frozenValue);
+    const picked: { value: any; label: string }[] = [];
+    const rest: { value: any; label: string }[] = [];
+    for (const opt of fkOptions ?? []) {
+      (sel.has(opt.value) ? picked : rest).push(opt);
+    }
+    return [...picked, ...rest];
+  }, [fkOptions, frozenValue]);
+
   return (
     <Autocomplete
       multiple
-      options={fkOptions ?? []}
+      disableCloseOnSelect
+      open={open}
+      onOpen={handleOpen}
+      onClose={handleClose}
+      options={sortedOptions}
       getOptionLabel={(o) => o.label}
       value={fkOptions?.filter((o) => (value ?? []).includes(o.value)) ?? []}
       onChange={(_, newVal) => onChange(newVal.map((v) => v.value))}
-      onOpen={() => onOpen?.()}
       loading={fkLoading}
+      renderOption={(props, option, { selected }) => (
+        <li {...props}>
+          {selected ? (
+            <DoneIcon sx={{ fontSize: 14, mr: 1, color: "primary.main" }} />
+          ) : (
+            <Box sx={{ width: 22, mr: 1 }} />
+          )}
+          {option.label}
+        </li>
+      )}
+      renderTags={(tagValue, getTagProps) => {
+        const maxChips = 1;
+        return (
+          <>
+            {tagValue.slice(0, maxChips).map((tag, index) => {
+              const { key, ...tagProps } = getTagProps({ index });
+              return (
+                <Chip
+                  key={key}
+                  {...tagProps}
+                  label={tag.label.length > 10 ? `${tag.label.slice(0, 8)}..` : tag.label}
+                  size="small"
+                  onClick={open ? handleClose : handleOpen}
+                  sx={{ cursor: "pointer" }}
+                />
+              );
+            })}
+            {tagValue.length > maxChips && (
+              <Chip
+                label={`+${tagValue.length - maxChips}`}
+                size="small"
+                onClick={open ? handleClose : handleOpen}
+                sx={{ cursor: "pointer" }}
+              />
+            )}
+          </>
+        );
+      }}
       renderInput={(params) => (
-        <TextField {...params} label={field.label} helperText={field.description} size="small" />
+        <TextField {...params} label={field.label} helperText={field.description || undefined} size="small" />
       )}
       size="small"
+      sx={{
+        "& .MuiAutocomplete-popupIndicator, & .MuiAutocomplete-clearIndicator": { width: 20, height: 20, fontSize: 16 },
+      }}
       disabled={field.readOnly}
     />
   );

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

@@ -3,6 +3,8 @@ import { Box, Typography, Avatar, FormHelperText } from "@mui/material";
 import Button from "@mui/material/Button";
 import type { FieldConfig } from "../../../types";
 import { getApi } from "../../../hooks/useApi";
+import { useAppContext } from "../../../context/AppContext";
+import { resolveMediaUrl } from "../utils";
 
 interface Props {
   field: FieldConfig;
@@ -13,6 +15,7 @@ interface Props {
 }
 
 export function ImageField({ field, value, onChange, id, uploadUrl }: Props) {
+  const { config } = useAppContext();
   const handleUpload = async (e: React.ChangeEvent<HTMLInputElement>) => {
     const file = e.target.files?.[0];
     if (!file) return;
@@ -47,14 +50,14 @@ export function ImageField({ field, value, onChange, id, uploadUrl }: Props) {
         {field.label}
       </Typography>
       {value ? (
-        <Avatar src={value} variant="rounded" sx={{ width: 120, height: 120 }} />
+        <Avatar src={resolveMediaUrl(value, config.baseApiUrl)} variant="rounded" sx={{ width: 120, height: 120 }} />
       ) : (
         <Button variant="outlined" component="label" size="small">
           Upload {field.label}
           <input type="file" hidden accept="image/*" onChange={handleUpload} />
         </Button>
       )}
-      <FormHelperText>{field.description}</FormHelperText>
+      {field.description && <FormHelperText>{field.description}</FormHelperText>}
     </Box>
   );
 }

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

@@ -1,38 +1,84 @@
-import React from "react";
+import React, { useState } from "react";
-import { Box, Typography, Chip } from "@mui/material";
+import { Box, Typography, Chip, Dialog, DialogTitle, DialogContent, DialogActions, Button, Grid } from "@mui/material";
 import type { FieldConfig } from "../../../types";
 import { applyDisplayFormat } from "../utils";
+import { formatByFieldFormat } from "../../../utils/datetime";
+import { extractFields } from "../../../transformers/field-config";
+import { useAppContext } from "../../../context/AppContext";
+
 
 interface Props {
   field: FieldConfig;
   value: any;
-  displayFormat?: string;
 }
 
-export function InlineRefField({ field, value, displayFormat }: Props) {
+const displayLabels: Record<string, string> = {
+  basic: "Basic",
+  heart_rate: "Heart Rate",
+  dental: "Dental",
+  vaccine: "Vaccine",
+  preop: "PreOp",
+  surgery: "Surgery",
+};
+
+export function InlineRefField({ field, value }: Props) {
+  const [open, setOpen] = useState(false);
+  const { schemas } = useAppContext();
+
   if (!value || typeof value !== "object") {
     return <Typography variant="body2" color="text.disabled">—</Typography>;
   }
 
-  if (displayFormat) {
+  const discProp = field.discriminatorProperty;
-    return <Typography variant="body2">{applyDisplayFormat(value, displayFormat)}</Typography>;
+  const discValue = discProp ? value[discProp] : undefined;
-  }
+  const discChip = discValue ? displayLabels[discValue] ?? discValue : undefined;
+  const tooltip = field.inlineDisplayFormat
+    ? applyDisplayFormat(value, field.inlineDisplayFormat)
+    : undefined;
 
-  const entries = Object.entries(value).filter(([, v]) => v !== null && v !== undefined);
+  const schema = field.refSchema ? schemas[field.refSchema] : undefined;
-  if (entries.length === 0) {
+  let subFields: FieldConfig[] = [];
-    return <Typography variant="body2" color="text.disabled">—</Typography>;
+  if (field.oneOfOptions && field.discriminatorProperty) {
+    const activeOption = field.oneOfOptions.find((o) => o.value === value[field.discriminatorProperty!]);
+    if (activeOption) subFields = activeOption.fields;
+  } else if (schema && field.refSchema) {
+    subFields = extractFields(field.refSchema, schema, schemas);
   }
 
   return (
-    <Box sx={{ display: "flex", gap: 0.5, flexWrap: "wrap" }}>
+    <>
-      {entries.map(([key, v]) => (
+      <Box sx={{ display: "flex", gap: 0.5, flexWrap: "wrap", alignItems: "center" }}>
+        {discChip && <Chip label={discChip} size="small" color="primary" variant="outlined" />}
         <Chip
-          key={key}
+          label={field.label}
-          label={`${key}: ${String(v)}`}
+          title={tooltip}
           size="small"
+          color="primary"
           variant="outlined"
+          onClick={() => setOpen(true)}
+          sx={{ cursor: "pointer" }}
         />
-      ))}
+      </Box>
-    </Box>
+      <Dialog open={open} onClose={() => setOpen(false)} maxWidth="sm" fullWidth>
+        <DialogTitle>{field.label}</DialogTitle>
+        <DialogContent dividers>
+          <Grid container spacing={2} sx={{ mt: 0.5 }}>
+            {subFields.map((sf) => (
+              <Grid key={sf.name} item xs={12} sm={6}>
+                <Box sx={{ mb: 2 }}>
+                  <Typography variant="caption" color="text.secondary" fontWeight={600} sx={{ mb: 0.25, display: "block" }}>
+                    {sf.label}
+                  </Typography>
+                  <Typography variant="body2">{value?.[sf.name] == null ? "—" : typeof value[sf.name] === "object" ? (sf.inlineDisplayFormat ? applyDisplayFormat(value[sf.name], sf.inlineDisplayFormat) : JSON.stringify(value[sf.name])) : formatByFieldFormat(value[sf.name], sf.format)}</Typography>
+                </Box>
+              </Grid>
+            ))}
+          </Grid>
+        </DialogContent>
+        <DialogActions>
+          <Button onClick={() => setOpen(false)}>Close</Button>
+        </DialogActions>
+      </Dialog>
+    </>
   );
 }

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

@@ -17,6 +17,7 @@ import type { FieldConfig } from "../../../types";
 import { useAppContext } from "../../../context/AppContext";
 import { extractFields } from "../../../transformers/field-config";
 import { FormFieldRenderer } from "../FormFieldRenderer";
+import { applyDisplayFormat } from "../utils";
 
 interface JsonFieldProps {
   field: FieldConfig;
@@ -78,8 +79,8 @@ export function JsonField({ field, value, onChange }: JsonFieldProps) {
   if (!open) {
     if (value === null || value === undefined) {
       return (
-        <Button variant="outlined" onClick={handleOpen} size="small">
+        <Button variant="outlined" onClick={handleOpen} size="small" startIcon={field.isArray ? <AddIcon /> : undefined}>
-          Set {field.label}
+          {field.isArray ? `Add ${field.label}` : `Set ${field.label}`}
         </Button>
       );
     }
@@ -87,14 +88,14 @@ export function JsonField({ field, value, onChange }: JsonFieldProps) {
     if (field.isArray && Array.isArray(value)) {
       if (value.length === 0) {
         return (
-          <Button variant="outlined" onClick={handleOpen} size="small">
+          <Button variant="outlined" onClick={handleOpen} size="small" startIcon={<AddIcon />}>
-            Set {field.label}
+            Add {field.label}
           </Button>
         );
       }
       return (
         <Chip
-          label={`${value.length} item${value.length !== 1 ? "s" : ""}`}
+          label={`${field.label} (${value.length})`}
           size="small"
           color="primary"
           variant="outlined"
@@ -105,15 +106,13 @@ export function JsonField({ field, value, onChange }: JsonFieldProps) {
     }
 
     if (typeof value === "object") {
-      const summary = field.inlineDisplayFormat
+      const tooltip = field.inlineDisplayFormat
-        ? applyInlineFormat(value, field.inlineDisplayFormat)
+        ? applyDisplayFormat(value, field.inlineDisplayFormat)
-        : Object.entries(value)
+        : undefined;
-            .filter(([, v]) => v != null)
-            .map(([k, v]) => `${k}: ${String(v)}`)
-            .join(" | ");
       return (
         <Chip
-          label={summary || field.label}
+          label={field.label}
+          title={tooltip}
           size="small"
           color="primary"
           variant="outlined"
@@ -244,6 +243,10 @@ function buildDefaultShape(fields: FieldConfig[], schemas: Record<string, any>):
       const refSchemaObj = schemas[f.refSchema!];
       const nestedFields = refSchemaObj ? extractFields(f.refSchema!, refSchemaObj, schemas) : [];
       shape[f.name] = f.isArray ? [] : buildDefaultShape(nestedFields, schemas);
+    } else if (f.isArray) {
+      shape[f.name] = [];
+    } else if (f.type === "object") {
+      shape[f.name] = {};
     } else {
       shape[f.name] = null;
     }
@@ -255,7 +258,7 @@ function initEditValue(value: any, field: FieldConfig, schemas: Record<string, a
   if (field.isArray) {
     return value ? value.map((item: any) => ({ ...item })) : [];
   }
-  if (value && typeof value === "object") {
+  if (value != null && value !== "" && typeof value === "object") {
     return { ...value };
   }
   return buildDefaultShape(
@@ -264,7 +267,4 @@ function initEditValue(value: any, field: FieldConfig, schemas: Record<string, a
   );
 }
 
-function applyInlineFormat(obj: any, format: string): string {
+
-  if (!obj || typeof obj !== "object") return String(obj ?? "");
-  return format.replace(/\{(\w+)\}/g, (_, key) => String(obj[key] ?? ""));
-}

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

@@ -0,0 +1,59 @@
+import React from "react";
+import { Autocomplete, TextField, Chip, Box } from "@mui/material";
+import DoneIcon from "@mui/icons-material/Done";
+import type { FieldConfig } from "../../../types";
+
+interface Props {
+  field: FieldConfig;
+  value: any;
+  onChange: (value: any[]) => void;
+  error?: string;
+}
+
+export function MultiEnumField({ field, value, onChange, error }: Props) {
+  const selected: string[] = Array.isArray(value) ? value : [];
+
+  return (
+    <Autocomplete
+      multiple
+      disableCloseOnSelect
+      size="small"
+      options={field.enumValues ?? []}
+      value={selected}
+      onChange={(_, newVal) => onChange(newVal)}
+      renderOption={(props, option, { selected: isSelected }) => {
+        const { key, ...rest } = props as any;
+        return (
+          <li key={key} {...rest}>
+            {isSelected ? (
+              <DoneIcon sx={{ fontSize: 14, mr: 1, color: "primary.main" }} />
+            ) : (
+              <Box sx={{ width: 22, mr: 1 }} />
+            )}
+            {option}
+          </li>
+        );
+      }}
+      renderTags={(tagValue, getTagProps) =>
+        tagValue.map((tag, index) => {
+          const { key, ...tagProps } = getTagProps({ index });
+          return <Chip key={key} {...tagProps} label={tag} size="small" />;
+        })
+      }
+      renderInput={(params) => (
+        <TextField
+          {...params}
+          label={field.label}
+          placeholder={field.description || undefined}
+          error={!!error}
+          helperText={error || field.description || undefined}
+          size="small"
+        />
+      )}
+      sx={{
+        "& .MuiAutocomplete-popupIndicator, & .MuiAutocomplete-clearIndicator": { width: 20, height: 20, fontSize: 16 },
+      }}
+      disabled={field.readOnly}
+    />
+  );
+}

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

@@ -27,8 +27,8 @@ export function NumberField({ field, value, onChange, error }: Props) {
         }
       }}
       error={!!error}
-      helperText={error ?? field.description}
+      helperText={error || field.description || undefined}
-      placeholder={field.description}
+      placeholder={field.description || undefined}
       size="small"
       disabled={field.readOnly}
       inputProps={isFloat ? { step: "any" } : undefined}

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

@@ -20,8 +20,8 @@ export function StringField({ field, value, onChange, error }: Props) {
       value={value ?? ""}
       onChange={(e) => onChange(e.target.value)}
       error={!!error}
-      helperText={error ?? field.description}
+      helperText={error || field.description || undefined}
-      placeholder={field.description}
+      placeholder={field.description || undefined}
       size="small"
       disabled={field.readOnly}
     />

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

@@ -1,3 +1,5 @@
+import { formatIsoLike } from "../../utils/datetime";
+
 function getNested(obj: any, path: string): any {
   return path.split(".").reduce((o, k) => o?.[k], obj);
 }
@@ -6,6 +8,18 @@ export function applyDisplayFormat(item: any, format: string): string {
   if (!item || typeof item !== "object") return String(item ?? "");
   return format.replace(/\{([\w.]+)\}/g, (_, key) => {
     const val = getNested(item, key);
-    return val != null ? String(val) : "";
+    return val != null ? formatIsoLike(val) : "";
   });
 }
+
+/**
+ * Resolve a media/image URL against the API base so relative paths
+ * like `/uploads/entity_logos/x.svg` point at the backend origin.
+ * Absolute (http/data/blob) URLs are returned untouched.
+ */
+export function resolveMediaUrl(value: string | null | undefined, baseUrl?: string): string | undefined {
+  if (value == null || value === "") return undefined;
+  if (value.startsWith("http") || value.startsWith("data:") || value.startsWith("blob:")) return value;
+  if (value.startsWith("/") && baseUrl) return `${baseUrl.replace(/\/+$/, "")}${value}`;
+  return value;
+}

react-openapi/src/context/AppContext.tsx

@@ -1,9 +1,12 @@
 import { createContext, useContext } from "react";
-import type { ResourceConfig, SpecConfiguration, ValidationMessage } from "../types";
+import type { AuthConfig, ProfileComponents, ProfileOperation, ResourceConfig, SpecConfiguration, ValidationMessage } from "../types";
 
 export interface AppContextValue {
   config: SpecConfiguration;
   resources: ResourceConfig[];
+  profileOperations: ProfileOperation[];
+  profileComponents: ProfileComponents;
+  authConfig: AuthConfig;
   schemas: Record<string, any>;
   loading: boolean;
   errors: ValidationMessage[];

react-openapi/src/context/AppProvider.tsx

@@ -1,5 +1,5 @@
 import React, { useEffect, useState, useMemo } from "react";
-import type { SpecConfiguration, ResourceConfig, ValidationMessage } from "../types";
+import type { AuthConfig, ProfileOperation, SpecConfiguration, ResourceConfig, ValidationMessage } from "../types";
 import { AppContext } from "./AppContext";
 import { loadSpec } from "../spec-loader";
 import { validateSpec } from "../spec-validator";
@@ -11,13 +11,72 @@ interface AppProviderProps {
   children: React.ReactNode;
 }
 
+function extractAuthConfig(spec: any): AuthConfig {
+  const bearer: Record<string, any> =
+    spec?.components?.securitySchemes?.bearerAuth ?? {};
+  return {
+    serverUrl: bearer["x-server-url"] ?? "",
+    loginPath: bearer["x-login-path"] ?? "/login",
+    registerPath: bearer["x-register-path"] ?? "/register",
+    logoutPath: bearer["x-logout-path"] ?? "/logout",
+    mePath: bearer["x-me-path"] ?? "/me",
+    introspectPath: bearer["x-introspect-path"] ?? "/introspect",
+  };
+}
+
+function extractProfileOperations(spec: any): ProfileOperation[] {
+  const ops: ProfileOperation[] = [];
+  const paths = spec.paths ?? {};
+  for (const [path, methods] of Object.entries<Record<string, any>>(paths)) {
+    for (const [method, operation] of Object.entries(methods)) {
+      if (method.startsWith("x-")) continue;
+      if (operation["x-profile"] === true) {
+        ops.push({
+          path,
+          method: method.toUpperCase(),
+          operationId: operation.operationId ?? "",
+          summary: operation.summary,
+        });
+      }
+    }
+  }
+  return ops;
+}
+
+function applyResourceOverrides(configs: ResourceConfig[], specConfiguration: SpecConfiguration): ResourceConfig[] {
+  for (const resource of configs) {
+    const fieldTypes = specConfiguration.resourceConfig?.[resource.name]?.fieldTypes;
+    if (!fieldTypes) continue;
+    // fields and orderedFields share the same FieldConfig object references,
+    // so an in-place mutation updates both.
+    for (const field of resource.fields) {
+      const override = fieldTypes[field.name];
+      if (override) field.uiType = override;
+    }
+  }
+  return configs;
+}
+
+const DEFAULT_AUTH_CONFIG: AuthConfig = {
+  serverUrl: "",
+  loginPath: "/login",
+  registerPath: "/register",
+  logoutPath: "/logout",
+  mePath: "/me",
+  introspectPath: "/introspect",
+};
+
 export function AppProvider({ specConfiguration, children }: AppProviderProps) {
   const [loading, setLoading] = useState(true);
   const [resources, setResources] = useState<ResourceConfig[]>([]);
+  const [profileOperations, setProfileOperations] = useState<ProfileOperation[]>([]);
+  const [authConfig, setAuthConfig] = useState<AuthConfig>(DEFAULT_AUTH_CONFIG);
   const [schemas, setSchemas] = useState<Record<string, any>>({});
   const [errors, setErrors] = useState<ValidationMessage[]>([]);
   const [warnings, setWarnings] = useState<ValidationMessage[]>([]);
 
+  const profileComponents = specConfiguration.profileComponents ?? {};
+
   useEffect(() => {
     let cancelled = false;
 
@@ -27,7 +86,7 @@ export function AppProvider({ specConfiguration, children }: AppProviderProps) {
 
         const spec = await loadSpec(specConfiguration.specUrl);
 
-        const allMessages = validateSpec(spec);
+        const allMessages = validateSpec(spec, specConfiguration);
 
         const errs = allMessages.filter((m) => m.type === "error");
         const warns = allMessages.filter((m) => m.type === "warning");
@@ -36,12 +95,14 @@ export function AppProvider({ specConfiguration, children }: AppProviderProps) {
           setErrors(errs);
           setWarnings(warns);
           setSchemas(spec.components?.schemas ?? {});
+          setProfileOperations(extractProfileOperations(spec));
+          setAuthConfig(extractAuthConfig(spec));
         }
 
         if (errs.length === 0) {
           const configs = buildResourceConfigs(spec);
           if (!cancelled) {
-            setResources(configs);
+            setResources(applyResourceOverrides(configs, specConfiguration));
           }
 
           const baseUrl = specConfiguration.baseApiUrl ?? spec.servers?.[0]?.url ?? "";
@@ -51,7 +112,8 @@ export function AppProvider({ specConfiguration, children }: AppProviderProps) {
         }
       } catch (e: any) {
         if (!cancelled) {
-          setErrors([{ type: "error", message: e.message ?? "Failed to load spec" }]);
+          const lines = (e.message ?? "Failed to load spec").split("\n");
+          setErrors(lines.map((msg: string) => ({ type: "error" as const, message: msg })));
         }
       } finally {
         if (!cancelled) {
@@ -71,12 +133,15 @@ export function AppProvider({ specConfiguration, children }: AppProviderProps) {
     () => ({
       config: specConfiguration,
       resources,
+      profileOperations,
+      profileComponents,
+      authConfig,
       schemas,
       loading,
       errors,
       warnings,
     }),
-    [specConfiguration, resources, schemas, loading, errors, warnings]
+    [specConfiguration, resources, profileOperations, profileComponents, authConfig, schemas, loading, errors, warnings]
   );
 
   return React.createElement(AppContext.Provider, { value }, children);

react-openapi/src/context/useResource.tsx

@@ -1,8 +1,10 @@
 import { useState, useCallback, useMemo, useEffect, useRef } from "react";
-import { Autocomplete, TextField } from "@mui/material";
+import { Autocomplete, TextField, Chip, Box } from "@mui/material";
+import DoneIcon from "@mui/icons-material/Done";
 import type { ResourceConfig, ParsedListResponse, FieldConfig } from "../types";
 import { useAppContext } from "./AppContext";
 import { getApi } from "../hooks/useApi";
+import { sanitizePayload } from "../utils/sanitize-payload";
 import { StringField } from "../components/fields/renderers/StringField";
 import { NumberField } from "../components/fields/renderers/NumberField";
 import { DateField } from "../components/fields/renderers/DateField";
@@ -10,6 +12,7 @@ import { BooleanField } from "../components/fields/renderers/BooleanField";
 import { EnumField } from "../components/fields/renderers/EnumField";
 import { FkSelectField } from "../components/fields/renderers/FkSelectField";
 import { FkMultiSelectField } from "../components/fields/renderers/FkMultiSelectField";
+import { extractTokens, extractLocalParts, extractDomains, stripNonDigits } from "../utils/filter-utils";
 
 function parseError(e: any): string {
   if (e.response?.data) {
@@ -50,11 +53,12 @@ interface UseResourceReturn {
   resource: ResourceConfig;
   components: Record<string, React.FC<FilterComponentProps>>;
   list: (params?: Record<string, any>) => Promise<ParsedListResponse>;
-  get: (id: string | number) => Promise<any>;
+  get: (id: string | number, params?: Record<string, any>) => Promise<any>;
   create: (data: any) => Promise<any>;
   update: (id: string | number, data: any) => Promise<any>;
+  patch?: (id: string | number, data: any) => Promise<any>;
   remove: (id: string | number) => Promise<void>;
-  stream?: (handlers: StreamHandlers) => StreamSubscription;
+  stream?: (handlers: StreamHandlers, pathParams?: Record<string, string | number>) => StreamSubscription;
   loading: boolean;
   error: string | null;
 }
@@ -266,51 +270,297 @@ function buildFilterComponent(field: FieldConfig, resourceName: string): React.F
     );
   }
 
-  function buildAutocompleteFilter(getDisplayValue: (row: any) => string) {
+  // ── text filter (freeSolo, no dropdown) ──────────────────────
-    const StringAutocompleteFilter: React.FC<FilterComponentProps> = ({ value, onChange, data, labelOverride }) => {
+  function buildTextFilter() {
+    const TextFilter: React.FC<FilterComponentProps> = ({ value, onChange, labelOverride }) => {
+      return (
+        <Autocomplete
+          freeSolo
+          size="small"
+          options={[]}
+          value={value || null}
+          onInputChange={(_, newVal) => onChange(newVal ?? "")}
+          renderInput={(params) => (
+            <TextField {...params} label={labelOverride ?? field.label} size="small" />
+          )}
+          sx={{
+            "& .MuiAutocomplete-popupIndicator, & .MuiAutocomplete-clearIndicator": { width: 20, height: 20, fontSize: 16 },
+          }}
+        />
+      );
+    };
+    return TextFilter;
+  }
+
+  // ── token filter (multi-select, suggestions from current page) ─
+  function buildTokenFilter() {
+    const TokenFilter: React.FC<FilterComponentProps> = ({ value, onChange, data, labelOverride }) => {
+      const [inputValue, setInputValue] = useState("");
+      const [open, setOpen] = useState(false);
+      const [frozenOpts, setFrozenOpts] = useState<string[]>([]);
+      const pageTokens = useMemo(() => data ? extractTokens(data, field.name) : [], [data]);
+      const selected = value ? value.split(",").filter(Boolean) : [];
+      const sortedOptions = useMemo(() => {
+        const sel = new Set(selected);
+        const picked: string[] = [];
+        const rest: string[] = [];
+        for (const t of pageTokens) {
+          (sel.has(t) ? picked : rest).push(t);
+        }
+        return [...picked, ...rest];
+      }, [pageTokens, selected]);
+      const displayOptions = open ? frozenOpts : sortedOptions;
+      return (
+        <Autocomplete
+          multiple
+          freeSolo
+          size="small"
+          sx={{
+            "& .MuiAutocomplete-popupIndicator, & .MuiAutocomplete-clearIndicator": { width: 20, height: 20, fontSize: 16 },
+          }}
+          open={open}
+          onOpen={() => { setFrozenOpts(sortedOptions); setOpen(true); }}
+          onClose={(_, reason) => {
+            if (reason === "escape" || reason === "blur") { setOpen(false); setInputValue(""); }
+          }}
+          inputValue={inputValue}
+          onInputChange={(_, v, reason) => {
+            if (reason !== "reset") setInputValue(v);
+          }}
+          options={displayOptions}
+          value={selected}
+          onChange={(_, newVal) => onChange(newVal.join(","))}
+          filterOptions={(opts, { inputValue }) => {
+            if (!inputValue) return [];
+            return opts.filter((o) => o.toLowerCase().includes(inputValue.toLowerCase()));
+          }}
+          renderOption={(props, option, { selected: isSelected }) => {
+            const { key, ...rest } = props as any;
+            return (
+              <li key={key} {...rest}>
+                {isSelected ? <DoneIcon sx={{ fontSize: 14, mr: 1, color: "primary.main" }} /> : <Box sx={{ width: 22, mr: 1 }} />}
+                {option}
+              </li>
+            );
+          }}
+          renderTags={(tagValue, getTagProps) => {
+            const maxChips = 1;
+            return (
+              <>
+                {tagValue.slice(0, maxChips).map((tag, index) => {
+                  const { key, ...tagProps } = getTagProps({ index });
+                  return <Chip key={key} {...tagProps} label={tag.length > 10 ? `${tag.slice(0, 8)}..` : tag} size="small" />;
+                })}
+                {tagValue.length > maxChips && <Chip label={`+${tagValue.length - maxChips}`} size="small" />}
+              </>
+            );
+          }}
+          renderInput={(params) => (
+            <TextField {...params} label={labelOverride ?? field.label} size="small" />
+          )}
+        />
+      );
+    };
+    return TokenFilter;
+  }
+
+  // ── email filter (two-step local→domain, no server fetch) ───
+  function buildEmailFilter() {
+    const COMMON_DOMAINS = ["gmail.com", "yahoo.com", "outlook.com", "hotmail.com", "icloud.com", "protonmail.com", "aol.com", "mail.com", "zoho.com", "yandex.com"];
+    const EmailFilter: React.FC<FilterComponentProps> = ({ value, onChange, labelOverride }) => {
+      const [step, setStep] = useState<"local" | "domain">("local");
+      const [pendingLocal, setPendingLocal] = useState<string | null>(null);
+      const selected = value ? value.split(",").filter(Boolean) : [];
+
+      const handleChange = (_: any, newVal: string[], reason: string, details: any) => {
+        if (reason === "removeOption") {
+          if (step === "domain") { setStep("local"); setPendingLocal(null); }
+          onChange(newVal.join(","));
+          return;
+        }
+        if (reason !== "selectOption" || !details?.option) return;
+        if (step === "local") {
+          setPendingLocal(String(details.option));
+          setStep("domain");
+        } else if (step === "domain" && pendingLocal) {
+          const email = `${pendingLocal}@${String(details.option)}`;
+          onChange([...selected, email].join(","));
+          setStep("local"); setPendingLocal(null);
+        }
+      };
+
+      return (
+        <Autocomplete
+          multiple
+          freeSolo
+          disableCloseOnSelect
+          size="small"
+          sx={{
+            "& .MuiAutocomplete-popupIndicator, & .MuiAutocomplete-clearIndicator": { width: 20, height: 20, fontSize: 16 },
+          }}
+          open={step === "domain"}
+          onClose={() => { if (step === "domain") { setStep("local"); setPendingLocal(null); } }}
+          options={step === "domain" ? COMMON_DOMAINS : []}
+          value={selected}
+          onChange={handleChange}
+          inputValue={pendingLocal ? `${pendingLocal}@` : undefined}
+          renderTags={(tagValue, getTagProps) => {
+            const maxChips = 1;
+            return (
+              <>
+                {tagValue.slice(0, maxChips).map((tag, index) => {
+                  const { key, ...tagProps } = getTagProps({ index });
+                  return <Chip key={key} {...tagProps} label={tag.length > 18 ? `${tag.slice(0, 16)}..` : tag} size="small" />;
+                })}
+                {tagValue.length > maxChips && <Chip label={`+${tagValue.length - maxChips}`} size="small" />}
+              </>
+            );
+          }}
+          renderInput={(params) => (
+            <TextField
+              {...params}
+              label={labelOverride ?? field.label}
+              placeholder={step === "domain" && pendingLocal ? "Select email domain..." : undefined}
+              size="small"
+            />
+          )}
+        />
+      );
+    };
+    return EmailFilter;
+  }
+
+  // ── phone filter (multi-select, digits only, suggestions from current page) ─
+  function buildPhoneFilter() {
+    const PhoneFilter: React.FC<FilterComponentProps> = ({ value, onChange, data, labelOverride }) => {
+      const [inputValue, setInputValue] = useState("");
+      const [open, setOpen] = useState(false);
+      const [frozenOpts, setFrozenOpts] = useState<string[]>([]);
+      const pageTokens = useMemo(() => {
+        if (!data) return [];
+        const tokens = new Set<string>();
+        for (const row of data) {
+          const val = row[field.name];
+          if (val != null && val !== "") {
+            const digits = stripNonDigits(String(val));
+            if (digits) tokens.add(digits);
+          }
+        }
+        return [...tokens].sort();
+      }, [data]);
+      const selected = value ? value.split(",").filter(Boolean) : [];
+      const sortedOptions = useMemo(() => {
+        const sel = new Set(selected);
+        const picked: string[] = [];
+        const rest: string[] = [];
+        for (const t of pageTokens) {
+          (sel.has(t) ? picked : rest).push(t);
+        }
+        return [...picked, ...rest];
+      }, [pageTokens, selected]);
+      const displayOptions = open ? frozenOpts : sortedOptions;
+      return (
+        <Autocomplete
+          multiple
+          freeSolo
+          size="small"
+          sx={{
+            "& .MuiAutocomplete-popupIndicator, & .MuiAutocomplete-clearIndicator": { width: 20, height: 20, fontSize: 16 },
+          }}
+          open={open}
+          onOpen={() => { setFrozenOpts(sortedOptions); setOpen(true); }}
+          onClose={(_, reason) => {
+            if (reason === "escape" || reason === "blur") { setOpen(false); setInputValue(""); }
+          }}
+          inputValue={inputValue}
+          onInputChange={(_, v, reason) => {
+            if (reason !== "reset") setInputValue(v);
+          }}
+          options={displayOptions}
+          value={selected}
+          onChange={(_, newVal) => onChange(newVal.map((v) => stripNonDigits(v)).filter(Boolean).join(","))}
+          filterOptions={(opts, { inputValue }) => {
+            if (!inputValue) return [];
+            return opts.filter((o) => o.toLowerCase().includes(inputValue.toLowerCase()));
+          }}
+          renderOption={(props, option, { selected: isSelected }) => {
+            const { key, ...rest } = props as any;
+            return (
+              <li key={key} {...rest}>
+                {isSelected ? <DoneIcon sx={{ fontSize: 14, mr: 1, color: "primary.main" }} /> : <Box sx={{ width: 22, mr: 1 }} />}
+                {option}
+              </li>
+            );
+          }}
+          renderTags={(tagValue, getTagProps) => {
+            const maxChips = 1;
+            return (
+              <>
+                {tagValue.slice(0, maxChips).map((tag, index) => {
+                  const { key, ...tagProps } = getTagProps({ index });
+                  return <Chip key={key} {...tagProps} label={tag.length > 10 ? `${tag.slice(0, 8)}..` : tag} size="small" />;
+                })}
+                {tagValue.length > maxChips && <Chip label={`+${tagValue.length - maxChips}`} size="small" />}
+              </>
+            );
+          }}
+          renderInput={(params) => (
+            <TextField {...params} label={labelOverride ?? field.label} size="small" />
+          )}
+        />
+      );
+    };
+    return PhoneFilter;
+  }
+
+  // ── routing ──────────────────────────────────────────────────
+  if (field.autocomplete) {
+    switch (field.autocomplete) {
+      case "text": return buildTextFilter();
+      case "token": return buildTokenFilter();
+      case "email": return buildEmailFilter();
+      case "phone": return buildPhoneFilter();
+    }
+  }
+
+  if (field.refSchema && field.inlineDisplayFormat) {
+    const RefFilter: React.FC<FilterComponentProps> = ({ value, onChange, data, labelOverride }) => {
       const { resources, config } = useAppContext();
       const filterMode = config.resourceConfig?.[resourceName]?.filterOptions?.mode ?? "server";
       const [options, setOptions] = useState<string[]>([]);
       const fetched = useRef(false);
 
       useEffect(() => {
-        if (filterMode === "client" && data) {
+        const extract = (items: any[]) => {
           const vals = new Set<string>();
-          for (const row of data) {
+          for (const row of items) {
-            const v = getDisplayValue(row);
+            const val = row[field.name];
-            if (v && v !== "") vals.add(v);
+            if (val == null || typeof val !== "object") continue;
+            const v = field.inlineDisplayFormat!.replace(/\{(\w+)\}/g, (_: string, key: string) => String(val[key] ?? ""));
+            if (v) vals.add(v);
           }
-          setOptions([...vals].sort());
+          return [...vals].sort();
+        };
+
+        if (filterMode === "client" && data) {
+          setOptions(extract(data));
           fetched.current = true;
         } else if (filterMode === "server" && !fetched.current) {
-          const cacheKey = resourceName + ":" + field.name;
+          (async () => {
-          if (_stringOptionsCache.has(cacheKey)) {
+            try {
-            setOptions(_stringOptionsCache.get(cacheKey)!);
+              const api = getApi();
-            fetched.current = true;
+              const selfRes = resources.find((r) => r.name === resourceName);
-          } else {
+              if (!selfRes) { fetched.current = true; return; }
-            (async () => {
+              const params: Record<string, any> = {};
-              try {
+              if (selfRes.pagination) params.limit = 0;
-                const api = getApi();
+              const res = await api.get(selfRes.path, { params });
-                const selfRes = resources.find((r) => r.name === resourceName);
+              const items = selfRes.pagination
-                if (!selfRes) { fetched.current = true; return; }
+                ? (Array.isArray(res.data) ? res.data : (res.data.items ?? []))
-                const params: Record<string, any> = {};
+                : (Array.isArray(res.data) ? res.data : []);
-                if (selfRes.pagination) params.limit = 0;
+              setOptions(extract(items));
-                const res = await api.get(selfRes.path, { params });
+              fetched.current = true;
-                let items: any[];
+            } catch { fetched.current = true; }
-                if (selfRes.pagination) {
+          })();
-                  items = Array.isArray(res.data) ? res.data : (res.data.items ?? []);
-                } else {
-                  items = Array.isArray(res.data) ? res.data : [];
-                }
-                const values = [...new Set(items.map((r: any) => getDisplayValue(r)).filter(Boolean))].sort();
-                _stringOptionsCache.set(cacheKey, values);
-                setOptions(values);
-                fetched.current = true;
-              } catch {
-                fetched.current = true;
-              }
-            })();
-          }
         }
       }, [data]);
 
@@ -322,33 +572,12 @@ function buildFilterComponent(field: FieldConfig, resourceName: string): React.F
           value={value || null}
           onInputChange={(_, newVal) => onChange(newVal ?? "")}
           renderInput={(params) => (
-            <TextField
+            <TextField {...params} label={labelOverride ?? field.label} size="small" />
-              {...params}
-              label={labelOverride ?? field.label}
-              size="small"
-            />
           )}
         />
       );
     };
-    return StringAutocompleteFilter;
+    return RefFilter;
-  }
-
-  const isSimpleField =
-    !field.fk && !field.enumValues &&
-    field.type !== "boolean" && field.type !== "integer" && field.type !== "number" &&
-    field.format !== "date" && field.format !== "date-time";
-
-  if (isSimpleField && !field.refSchema) {
-    return buildAutocompleteFilter((row) => String(row[field.name] ?? ""));
-  }
-
-  if (field.refSchema && field.inlineDisplayFormat) {
-    return buildAutocompleteFilter((row) => {
-      const val = row[field.name];
-      if (val == null || typeof val !== "object") return "";
-      return field.inlineDisplayFormat!.replace(/\{(\w+)\}/g, (_, key) => String(val[key] ?? ""));
-    });
   }
 
   return ({ value, onChange, labelOverride }) => (
@@ -361,25 +590,16 @@ function buildFilterComponent(field: FieldConfig, resourceName: string): React.F
 }
 
 export function useResource(resourceName: string): UseResourceReturn {
-  const { resources } = useAppContext();
+  const { resources, schemas } = useAppContext();
   const resource = resources.find((r) => r.name === resourceName);
 
   const [state, setState] = useState<ResourceState>({ loading: false, error: null });
 
-  if (!resource) {
+  const rPath = resource?.path;
-    const noop = async () => { throw new Error(`Resource "${resourceName}" not found yet`); };
+  const rPagination = resource?.pagination;
-    return {
+  const rPatch = resource ? (resource.operations.patch || undefined) : false;
-      resource: null as unknown as ResourceConfig,
+  const rStreaming = resource?.streaming;
-      components: {},
+  const rFields = resource?.fields;
-      list: noop,
-      get: noop,
-      create: noop,
-      update: noop,
-      remove: noop,
-      loading: false,
-      error: null,
-    };
-  }
 
   const setLoading = useCallback((loading: boolean) => {
     setState((s) => ({ ...s, loading }));
@@ -391,22 +611,26 @@ export function useResource(resourceName: string): UseResourceReturn {
 
   const list = useCallback(
     async (params?: Record<string, any>): Promise<ParsedListResponse> => {
+      if (!rPath) return { items: [] };
       setLoading(true);
       setError(null);
       try {
         const api = getApi();
-        const res = await api.get(resource.path, { params });
+        const res = await api.get(rPath, { params });
         const data = res.data;
 
-        if (resource.pagination) {
+        if (rPagination) {
+          if (Array.isArray(data)) {
+            return { items: data };
+          }
           if (!data || typeof data !== "object" || !Array.isArray(data.items)) {
-            throw new Error(`Expected paginated response { total, items } from ${resource.path}`);
+            throw new Error(`Expected paginated response { total, items } from ${rPath}`);
           }
           return { items: data.items, total: data.total ?? data.items.length };
         }
 
         if (!Array.isArray(data)) {
-          throw new Error(`Expected array response from ${resource.path}`);
+          throw new Error(`Expected array response from ${rPath}`);
         }
         return { items: data };
       } catch (e: any) {
@@ -417,16 +641,17 @@ export function useResource(resourceName: string): UseResourceReturn {
         setLoading(false);
       }
     },
-    [resource.path, resource.pagination, setLoading, setError]
+    [rPath, rPagination, setLoading, setError]
   );
 
   const get = useCallback(
-    async (id: string | number): Promise<any> => {
+    async (id: string | number, params?: Record<string, any>): Promise<any> => {
+      if (!rPath) throw new Error(`Resource "${resourceName}" not found yet`);
       setLoading(true);
       setError(null);
       try {
         const api = getApi();
-        const res = await api.get(`${resource.path}/${id}`);
+        const res = await api.get(`${rPath}/${id}`, { params });
         return res.data;
       } catch (e: any) {
         setError(parseError(e));
@@ -435,16 +660,32 @@ export function useResource(resourceName: string): UseResourceReturn {
         setLoading(false);
       }
     },
-    [resource.path, setLoading, setError]
+    [rPath, setLoading, setError]
   );
 
+  const resolveFk = useCallback(async (resourceName: string, id: any) => {
+    const targetRes = resources.find((r) => r.name === resourceName);
+    if (!targetRes) return id;
+    try {
+      const api = getApi();
+      const res = await api.get(`${targetRes.path}/${id}`);
+      return res.data;
+    } catch {
+      return id;
+    }
+  }, [resources]);
+
   const create = useCallback(
     async (data: any): Promise<any> => {
+      if (!rPath) throw new Error(`Resource "${resourceName}" not found yet`);
       setLoading(true);
       setError(null);
       try {
         const api = getApi();
-        const res = await api.post(resource.path, data);
+        const sanitized = rFields && schemas
+          ? await sanitizePayload(data, rFields, schemas, resolveFk)
+          : data;
+        const res = await api.post(rPath, sanitized);
         return res.data;
       } catch (e: any) {
         setError(parseError(e));
@@ -453,17 +694,20 @@ export function useResource(resourceName: string): UseResourceReturn {
         setLoading(false);
       }
     },
-    [resource.path, setLoading, setError]
+    [rPath, rFields, schemas, resolveFk, setLoading, setError]
   );
 
   const update = useCallback(
     async (id: string | number, data: any): Promise<any> => {
+      if (!rPath) throw new Error(`Resource "${resourceName}" not found yet`);
       setLoading(true);
       setError(null);
       try {
         const api = getApi();
-        const method = resource.updateMethod ?? "put";
+        const sanitized = rFields && schemas
-        const res = await (method === "patch" ? api.patch : api.put)(`${resource.path}/${id}`, data);
+          ? await sanitizePayload(data, rFields, schemas, resolveFk)
+          : data;
+        const res = await api.put(`${rPath}/${id}`, sanitized);
         return res.data;
       } catch (e: any) {
         setError(parseError(e));
@@ -472,16 +716,21 @@ export function useResource(resourceName: string): UseResourceReturn {
         setLoading(false);
       }
     },
-    [resource.path, resource.updateMethod, setLoading, setError]
+    [rPath, rFields, schemas, resolveFk, setLoading, setError]
   );
 
-  const remove = useCallback(
+  const _patch = useCallback(
-    async (id: string | number): Promise<void> => {
+    async (id: string | number, data: any): Promise<any> => {
+      if (!rPath) throw new Error(`Resource "${resourceName}" not found yet`);
       setLoading(true);
       setError(null);
       try {
         const api = getApi();
-        await api.delete(`${resource.path}/${id}`);
+        const sanitized = rFields && schemas
+          ? await sanitizePayload(data, rFields, schemas, resolveFk)
+          : data;
+        const res = await api.patch(`${rPath}/${id}`, sanitized);
+        return res.data;
       } catch (e: any) {
         setError(parseError(e));
         throw e;
@@ -489,17 +738,41 @@ export function useResource(resourceName: string): UseResourceReturn {
         setLoading(false);
       }
     },
-    [resource.path, setLoading, setError]
+    [rPath, rFields, schemas, resolveFk, setLoading, setError]
+  );
+
+  const remove = useCallback(
+    async (id: string | number): Promise<void> => {
+      if (!rPath) throw new Error(`Resource "${resourceName}" not found yet`);
+      setLoading(true);
+      setError(null);
+      try {
+        const api = getApi();
+        await api.delete(`${rPath}/${id}`);
+      } catch (e: any) {
+        setError(parseError(e));
+        throw e;
+      } finally {
+        setLoading(false);
+      }
+    },
+    [rPath, setLoading, setError]
   );
 
   const stream = useCallback(
-    (handlers: StreamHandlers): StreamSubscription => {
+    (handlers: StreamHandlers, pathParams?: Record<string, string | number>): StreamSubscription => {
-      if (!resource.streaming) {
+      if (!rPath || !rStreaming) {
         throw new Error(`Resource "${resourceName}" does not support streaming`);
       }
       const api = getApi();
       const baseUrl = (api.defaults.baseURL ?? "").replace(/\/+$/, "");
-      const url = baseUrl + resource.path;
+      let resolvedPath = rPath;
+      if (pathParams) {
+        for (const [key, value] of Object.entries(pathParams)) {
+          resolvedPath = resolvedPath.replace(`{${key}}`, String(value));
+        }
+      }
+      const url = baseUrl + resolvedPath;
       const es = new EventSource(url);
 
       es.onopen = () => handlers.onOpen?.();
@@ -517,19 +790,36 @@ export function useResource(resourceName: string): UseResourceReturn {
 
       return { close: () => es.close() };
     },
-    [resource.path, resource.streaming, resourceName]
+    [rPath, rStreaming, resourceName]
   );
 
   const components = useMemo(
     () => {
       const map: Record<string, React.FC<FilterComponentProps>> = {};
-      for (const field of resource.fields) {
+      if (!rFields) return map;
+      for (const field of rFields) {
         map[field.name] = buildFilterComponent(field, resourceName);
       }
       return map;
     },
-    [resource.fields, resourceName]
+    [rFields, resourceName]
   );
 
-  return { resource, components, list, get, create, update, remove, stream: resource.streaming ? stream : undefined, loading: state.loading, error: state.error };
+  if (!resource) {
+    return {
+      resource: null as unknown as ResourceConfig,
+      components,
+      list,
+      get,
+      create,
+      update,
+      patch: undefined,
+      remove,
+      stream: undefined,
+      loading: false,
+      error: null,
+    };
+  }
+
+  return { resource, components, list, get, create, update, patch: rPatch ? _patch : undefined, remove, stream: rStreaming ? stream : undefined, loading: state.loading, error: state.error };
 }

react-openapi/src/hooks/useApi.ts

@@ -1,15 +1,38 @@
 import axios, { AxiosInstance } from "axios";
 
 let apiClient: AxiosInstance | null = null;
+let _onUnauthorized: (() => void) | undefined;
 
-export function initApi(baseUrl: string, getToken?: () => string | null): AxiosInstance {
+function serializeParams(params: Record<string, any>): string {
+  const searchParams = new URLSearchParams();
+  for (const [key, value] of Object.entries(params ?? {})) {
+    if (value === undefined || value === null) continue;
+    if (Array.isArray(value)) {
+      for (const item of value) searchParams.append(key, String(item));
+    } else if (typeof value === "object") {
+      for (const [nestedKey, nestedValue] of Object.entries(value)) {
+        if (nestedValue === undefined || nestedValue === null) continue;
+        searchParams.append(`${key}[${nestedKey}]`, String(nestedValue));
+      }
+    } else {
+      searchParams.append(key, String(value));
+    }
+  }
+  return searchParams.toString();
+}
+
+export function initApi(baseUrl: string, getToken?: () => string | null, onUnauthorized?: () => void): AxiosInstance {
   if (apiClient && apiClient.defaults.baseURL === baseUrl) {
+    _onUnauthorized = onUnauthorized;
     return apiClient;
   }
 
+  _onUnauthorized = onUnauthorized;
+
   apiClient = axios.create({
     baseURL: baseUrl,
     headers: { "Content-Type": "application/json" },
+    paramsSerializer: serializeParams,
   });
 
   apiClient.interceptors.request.use((config) => {
@@ -23,12 +46,12 @@ export function initApi(baseUrl: string, getToken?: () => string | null): AxiosI
   apiClient.interceptors.response.use(
     (res) => res,
     (error) => {
-      if (error.response?.status === 401 && getToken) {
+      if (error.response?.status === 401) {
-        const currentToken = getToken();
+        console.log("[useApi] 401 from %s %s - dispatching auth:unauthorized", error.config?.method, error.config?.url);
-        if (currentToken) {
+        window.dispatchEvent(new CustomEvent("auth:unauthorized"));
-          const tokenStore = { clear: () => localStorage.removeItem("token") };
+        _onUnauthorized?.();
-          tokenStore.clear();
+      } else {
-        }
+        console.log("[useApi] non-401 error %s from %s %s", error.response?.status, error.config?.method, error.config?.url);
       }
       return Promise.reject(error);
     }

react-openapi/src/hooks/useFkFieldOptions.ts

@@ -0,0 +1,82 @@
+import { useCallback, useEffect, useState } from "react";
+import type { FieldConfig, FKFieldConfig } from "../types";
+import { useAppContext } from "../context/AppContext";
+import { getApi } from "./useApi";
+
+export interface FkOption {
+  value: any;
+  label: string;
+}
+
+function applyFormat(obj: any, format: string): string {
+  if (!obj || typeof obj !== "object") return String(obj ?? "");
+  return format.replace(/\{(\w+)\}/g, (_, key) => String(obj[key] ?? ""));
+}
+
+/**
+ * Loads select options for FK-annotated fields of a field set.
+ * Option values bind to `fk.value` when set (e.g. account names),
+ * otherwise to the target resource's primary key.
+ */
+export function useFkFieldOptions(fields: FieldConfig[]) {
+  const { resources } = useAppContext();
+  const [fkOptions, setFkOptions] = useState<Record<string, FkOption[]>>({});
+  const [fkLoading, setFkLoading] = useState<Record<string, boolean>>({});
+
+  const loadFkOptions = useCallback(
+    async (fieldName: string, fk: FKFieldConfig) => {
+      setFkLoading((prev) => ({ ...prev, [fieldName]: true }));
+      try {
+        const targetRes = resources.find((r) => r.name === fk.resource);
+        if (!targetRes) return;
+
+        const api = getApi();
+        const params: Record<string, any> = {};
+        if (targetRes.pagination) params.limit = 0;
+        const res = await api.get(targetRes.path, { params });
+
+        let items: any[];
+        if (targetRes.pagination) {
+          if (!res.data || typeof res.data !== "object" || !Array.isArray(res.data.items)) {
+            throw new Error(`Expected paginated response from ${targetRes.path}`);
+          }
+          items = res.data.items;
+        } else {
+          if (!Array.isArray(res.data)) {
+            throw new Error(`Expected array response from ${targetRes.path}`);
+          }
+          items = res.data;
+        }
+
+        const opts: FkOption[] = items.map((item: any) => ({
+          value: item[fk.value ?? targetRes.primaryKey],
+          label: applyFormat(item, targetRes.displayFormat),
+        }));
+        setFkOptions((prev) => ({ ...prev, [fieldName]: opts }));
+      } catch {
+        // leave options empty; the field renders without suggestions
+      } finally {
+        setFkLoading((prev) => ({ ...prev, [fieldName]: false }));
+      }
+    },
+    [resources]
+  );
+
+  useEffect(() => {
+    fields.forEach((f) => {
+      if (f.fk?.prefetch) loadFkOptions(f.name, f.fk);
+    });
+  }, [fields, loadFkOptions]);
+
+  const loadFkOnOpen = useCallback(
+    (fieldName: string) => {
+      const field = fields.find((f) => f.name === fieldName);
+      if (field?.fk && !field.fk.prefetch && !fkOptions[fieldName]) {
+        loadFkOptions(fieldName, field.fk);
+      }
+    },
+    [fields, fkOptions, loadFkOptions]
+  );
+
+  return { fkOptions, fkLoading, loadFkOnOpen };
+}

react-openapi/src/hooks/useItemSse.ts

@@ -0,0 +1,58 @@
+import { useEffect, useRef, useState, useCallback } from "react";
+import { getApi } from "./useApi";
+
+interface ItemSseHandlers {
+  onEvent: (data: any) => void;
+  onOpen?: () => void;
+  onError?: (evt: Event) => void;
+}
+
+interface ItemSseResult {
+  connected: boolean;
+  events: any[];
+}
+
+export function useItemSse(url: string | null, handlers: ItemSseHandlers): ItemSseResult {
+  const [connected, setConnected] = useState(false);
+  const [events, setEvents] = useState<any[]>([]);
+  const handlersRef = useRef(handlers);
+  handlersRef.current = handlers;
+
+  useEffect(() => {
+    if (!url) return;
+
+    const api = getApi();
+    const baseUrl = (api.defaults.baseURL ?? "").replace(/\/+$/, "");
+    const fullUrl = baseUrl + url;
+    const es = new EventSource(fullUrl);
+
+    es.onopen = () => {
+      setConnected(true);
+      handlersRef.current.onOpen?.();
+    };
+
+    es.onmessage = (e) => {
+      try {
+        const data = JSON.parse(e.data);
+        setEvents((prev) => [...prev, data]);
+        handlersRef.current.onEvent(data);
+      } catch {
+        // ignore malformed JSON
+      }
+    };
+
+    es.onerror = (e) => {
+      setConnected(false);
+      handlersRef.current.onError?.(e);
+    };
+
+    return () => {
+      es.close();
+      setConnected(false);
+    };
+  }, [url]);
+
+  const clearEvents = useCallback(() => setEvents([]), []);
+
+  return { connected, events };
+}

react-openapi/src/spec-validator.ts

@@ -1,6 +1,22 @@
-import type { OpenApiSpec, ValidationMessage } from "./types";
+import type { OpenApiSpec, ValidationMessage, SpecConfiguration } from "./types";
 
-export function validateSpec(spec: OpenApiSpec): ValidationMessage[] {
+function getSegments(path: string): string[] {
+  return path.split("/").filter(Boolean);
+}
+
+function getResponseSchemaRef(pathObj: any): string | undefined {
+  const response = pathObj?.get?.responses?.["200"] ?? pathObj?.get?.responses?.["201"]
+    ?? pathObj?.post?.responses?.["200"] ?? pathObj?.post?.responses?.["201"];
+  const content = response?.content;
+  if (!content) return;
+  for (const mediaType of Object.values(content) as any[]) {
+    if (mediaType?.schema?.$ref) return mediaType.schema.$ref;
+    if (mediaType?.schema?.items?.$ref) return mediaType.schema.items.$ref;
+    if (mediaType?.schema?.properties?.items?.items?.$ref) return mediaType.schema.properties.items.items.$ref;
+  }
+}
+
+export function validateSpec(spec: OpenApiSpec, specConfig?: SpecConfiguration): ValidationMessage[] {
   const messages: ValidationMessage[] = [];
   const schemas = (spec.components?.schemas ?? {}) as Record<string, any>;
   const paths = spec.paths ?? {};
@@ -13,118 +29,110 @@ export function validateSpec(spec: OpenApiSpec): ValidationMessage[] {
     messages.push({ type: "error", message: "Missing 'info.title'" });
   }
 
-  if (!spec.servers?.[0]?.url) {
+  if (!spec.servers?.[0]?.url && !specConfig?.baseApiUrl) {
     messages.push({ type: "warning", message: "No 'servers[0].url' defined — provide 'baseApiUrl' in specConfiguration" });
   }
 
-  for (const [schemaName, schema] of Object.entries(schemas)) {
+  for (const [path, pathObj] of Object.entries(paths) as [string, any][]) {
-    if (!schema || typeof schema !== "object") continue;
+    if (!pathObj || typeof pathObj !== "object") continue;
 
-    const isResource = typeof schema["x-resource"] === "string";
+    const segments = getSegments(path);
+    const lastSeg = segments[segments.length - 1];
+    const isItemPath = /^\{.*\}$/.test(lastSeg);
+    const paramIdx = segments.findIndex((s, i) => i < segments.length - 1 && /^\{.*\}$/.test(s));
+    const isSubResource = paramIdx >= 0 && !isItemPath;
 
-    if (!isResource) continue;
+    const hasSSE = pathObj?.get?.["x-sse"] === true;
+    if (hasSSE) continue;
 
-    const resourcePath = `/${schema["x-resource"]}`;
+    // Skip paths where all operations are profile-only (x-profile: true).
+    const pathMethods = Object.entries(pathObj).filter(([k]) => !k.startsWith("x-") && k !== "parameters");
+    const allProfile = pathMethods.length > 0 && pathMethods.every(([, op]: any) => op["x-profile"] === true);
+    if (allProfile) continue;
 
-    if (!schema["x-primary-key"]) {
+    if (isItemPath || isSubResource) {
-      messages.push({ type: "error", message: `Schema "${schemaName}" is missing 'x-primary-key'` });
+      const responseRef = getResponseSchemaRef(pathObj);
-    }
+      if (responseRef) {
-
+        const schemaName = responseRef.split("/").pop()!;
-    if (!schema["x-display-format"]) {
+        if (!schemas[schemaName]) {
-      messages.push({ type: "error", message: `Resource schema "${schemaName}" is missing 'x-display-format'` });
+          messages.push({ type: "error", message: `Path "${path}" references schema "${schemaName}" which does not exist in components/schemas` });
-    }
-
-    if (!schema["x-list-columns"]) {
-      messages.push({ type: "error", message: `Resource schema "${schemaName}" is missing 'x-list-columns'` });
-    }
-
-    if (Array.isArray(schema["x-list-columns"])) {
-      const props = schema.properties ?? {};
-      for (const col of schema["x-list-columns"]) {
-        if (!props[col]) {
-          messages.push({ type: "error", message: `"${schemaName}.x-list-columns" references "${col}" but no such property exists` });
         }
       }
-    }
-
-    const props = schema.properties ?? {};
-    for (const [propName, _raw] of Object.entries(props)) {
-      const prop = _raw as any;
-      if (!prop || typeof prop !== "object") continue;
-      if (!prop["x-label"]) {
-        messages.push({ type: "error", message: `Property "${schemaName}.${propName}" is missing 'x-label'` });
-      }
-      if (prop["x-order"] === undefined || prop["x-order"] === null) {
-        messages.push({ type: "error", message: `Property "${schemaName}.${propName}" is missing 'x-order'` });
-      }
-
-      if (prop["$ref"] && !prop["x-fk"]) {
-        const refName = (prop["$ref"] as string).split("/").pop();
-        messages.push({ type: "info", message: `"${schemaName}.${propName}" uses $ref to "${refName}" without x-fk — will render inline` });
-      }
-
-      if (prop.type === "array" && prop.items?.$ref && !prop["x-fk"]) {
-        const refName = (prop.items.$ref as string).split("/").pop();
-        messages.push({ type: "info", message: `"${schemaName}.${propName}" is an array of $ref to "${refName}" without x-fk — will render inline` });
-      }
-
-      if (prop["x-fk"]) {
-        const fkResource = prop["x-fk"].resource as string;
-        const targetSchema = Object.entries(schemas as Record<string, any>).find(([, s]) => s?.["x-resource"] === fkResource);
-        if (!targetSchema) {
-          messages.push({ type: "error", message: `"${schemaName}.${propName}" x-fk references resource "${fkResource}" but no schema has x-resource="${fkResource}"` });
-        } else {
-          const [, target] = targetSchema;
-          if (!target["x-display-format"]) {
-            messages.push({ type: "error", message: `FK target "${fkResource}" (referenced by "${schemaName}.${propName}") is missing 'x-display-format'` });
-          }
-          if (!target["x-primary-key"]) {
-            messages.push({ type: "error", message: `FK target "${fkResource}" (referenced by "${schemaName}.${propName}") is missing 'x-primary-key'` });
-          }
-        }
-      }
-    }
-
-    if (!paths[resourcePath]) {
-      messages.push({ type: "error", message: `x-resource "${schema["x-resource"]}" points to path "${resourcePath}" but no such path exists` });
       continue;
     }
 
-    const collectionPath = paths[resourcePath] as any;
+    const responseRef = getResponseSchemaRef(pathObj);
+    if (responseRef) {
+      const schemaName = responseRef.split("/").pop()!;
+      const schema = schemas[schemaName];
+      if (!schema) {
+        messages.push({ type: "error", message: `Path "${path}" references schema "${schemaName}" which does not exist in components/schemas` });
+        continue;
+      }
 
-    if (!collectionPath?.get) {
+      if (!schema["x-primary-key"]) {
-      messages.push({ type: "error", message: `"${resourcePath}" has no GET list endpoint — datatable cannot be populated` });
+        messages.push({ type: "error", message: `Schema "${schemaName}" is missing 'x-primary-key'` });
+      }
+      if (!schema["x-display-format"]) {
+        messages.push({ type: "error", message: `Schema "${schemaName}" is missing 'x-display-format'` });
+      }
+      if (!schema["x-list-columns"]) {
+        messages.push({ type: "error", message: `Schema "${schemaName}" is missing 'x-list-columns'` });
+      }
+
+      if (Array.isArray(schema["x-list-columns"])) {
+        const props = schema.properties ?? {};
+        for (const col of schema["x-list-columns"]) {
+          if (!props[col]) {
+            messages.push({ type: "error", message: `"${schemaName}.x-list-columns" references "${col}" but no such property exists` });
+          }
+        }
+      }
+
+      const props = schema.properties ?? {};
+      for (const [propName, _raw] of Object.entries(props)) {
+        const prop = _raw as any;
+        if (!prop || typeof prop !== "object") continue;
+        if (!prop["x-label"]) {
+          messages.push({ type: "error", message: `Property "${schemaName}.${propName}" is missing 'x-label'` });
+        }
+        if (prop["x-order"] === undefined || prop["x-order"] === null) {
+          messages.push({ type: "error", message: `Property "${schemaName}.${propName}" is missing 'x-order'` });
+        }
+        if (prop["$ref"] && !prop["x-fk"]) {
+          const refName = (prop["$ref"] as string).split("/").pop();
+          messages.push({ type: "info", message: `"${schemaName}.${propName}" uses $ref to "${refName}" without x-fk — will render inline` });
+        }
+        if (prop.type === "array" && prop.items?.$ref && !prop["x-fk"]) {
+          const refName = (prop.items.$ref as string).split("/").pop();
+          messages.push({ type: "info", message: `"${schemaName}.${propName}" is an array of $ref to "${refName}" without x-fk — will render inline` });
+        }
+        if (prop["x-fk"]) {
+          const fkResource = prop["x-fk"].resource as string;
+          const fkPaths = Object.keys(paths).filter((p) => !/^\{.*\}$/.test(getSegments(p).pop() ?? ""));
+          const targetExists = fkPaths.some((p) => getSegments(p).pop() === fkResource);
+          if (!targetExists) {
+            messages.push({ type: "error", message: `"${schemaName}.${propName}" x-fk references resource "${fkResource}" but no path matches that resource name` });
+          }
+        }
+      }
     }
 
-    const isSSE = collectionPath?.get?.["x-sse"] === true;
+    if (!pathObj?.get) {
-    if (isSSE) continue;
+      messages.push({ type: "error", message: `"${path}" has no GET list endpoint — datatable cannot be populated` });
+    }
 
-    const listParams = collectionPath?.get?.parameters ?? [];
+    const listParams = pathObj?.get?.parameters ?? [];
     const limitParam = listParams.find((p: any) => p.in === "query" && p.name === "limit");
     const offsetParam = listParams.find((p: any) => p.in === "query" && p.name === "offset");
     if (limitParam || offsetParam) {
       if (!limitParam?.schema?.default) {
-        messages.push({ type: "error", message: `"${resourcePath}.get" has pagination params but 'limit' schema is missing 'default'` });
+        messages.push({ type: "error", message: `"${path}.get" has pagination params but 'limit' schema is missing 'default'` });
       }
     }
 
-    if (!collectionPath?.post) {
+    if (!pathObj?.post) {
-      messages.push({ type: "error", message: `"${resourcePath}" has no POST endpoint — creation not possible` });
+      messages.push({ type: "error", message: `"${path}" has no POST endpoint — creation not possible` });
-    }
-
-    const itemPath = paths[`${resourcePath}/{id}`] as any;
-    if (!itemPath) {
-      messages.push({ type: "error", message: `No path "${resourcePath}/{id}" found — detail/update/delete not possible` });
-    } else {
-      if (!itemPath?.get) {
-        messages.push({ type: "error", message: `"${resourcePath}/{id}" has no GET endpoint — detail view not possible` });
-      }
-      if (!itemPath?.put) {
-        messages.push({ type: "info", message: `"${resourcePath}/{id}" has no PUT endpoint — update not available` });
-      }
-      if (!itemPath?.delete) {
-        messages.push({ type: "info", message: `"${resourcePath}/{id}" has no DELETE endpoint — deletion not available` });
-      }
     }
   }
 

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

@@ -1,9 +1,90 @@
-import type { FieldConfig } from "../types";
+import type { FieldConfig, OneOfOption } from "../types";
+
+const _validationErrors: string[] = [];
+
+export function clearValidationErrors(): void {
+  _validationErrors.length = 0;
+}
+
+export function getValidationErrors(): string[] {
+  return [..._validationErrors];
+}
 
 function resolveRef(ref: string): string | undefined {
   return ref.split("/").pop();
 }
 
+function resolveAllOf(schema: any, schemas: Record<string, any>): any {
+  if (!schema || !schema.allOf) return schema;
+  const merged: any = { type: "object", properties: {}, required: [] };
+  for (const entry of schema.allOf) {
+    const resolved = entry.$ref
+      ? resolveAllOf(schemas[resolveRef(entry.$ref)!] ?? {}, schemas)
+      : entry;
+    if (resolved.properties) {
+      Object.assign(merged.properties, resolved.properties);
+    }
+    if (resolved.required) {
+      merged.required.push(...resolved.required);
+    }
+  }
+  return merged;
+}
+
+function extractOneOfOptions(schema: any, schemas: Record<string, any>, discriminatorProperty: string): OneOfOption[] {
+  if (!schema.oneOf) return [];
+  const result = schema.oneOf.flatMap((option: any) => {
+    if (!option.$ref) return [];
+    const variantName = resolveRef(option.$ref);
+    if (!variantName) return [];
+    const variantSchema = schemas[variantName];
+    if (!variantSchema) return [];
+    const merged = resolveAllOf(variantSchema, schemas);
+    const props = merged.properties ?? {};
+    const requiredFields: string[] = merged.required ?? [];
+    const discriminatorProp = props[discriminatorProperty];
+    if (!discriminatorProp?.enum?.[0]) return [];
+    const value = discriminatorProp.enum[0];
+    const label = variantName.replace(/Note$/, "").replace(/([A-Z])/g, " $1").trim() || value;
+    const fields: FieldConfig[] = Object.entries(props)
+      .filter(([k]) => k !== discriminatorProperty)
+      .filter(([, p]: [string, any]) => p && typeof p === "object")
+      .map(([name, prop]: [string, any]) => {
+        let autocomplete = prop["x-autocomplete"] as "text" | "token" | "email" | "phone" | undefined;
+        const isPlainString = !prop["x-fk"] && !prop.enum && prop.type === "string" && prop.format !== "date" && prop.format !== "date-time" && prop.format !== "binary";
+        if (!autocomplete && isPlainString && prop["x-filterable"]) {
+          autocomplete = "text";
+        }
+        if (autocomplete && !prop["x-filterable"]) {
+          _validationErrors.push(`[field-config] field "${name}" in oneOf variant has x-autocomplete but is not x-filterable`);
+        }
+        return {
+          name,
+          label: prop["x-label"] ?? name,
+          description: prop["x-description"] ?? "",
+          type: prop.type ?? "string",
+          format: prop.format,
+          editAs: prop["x-edit-as"],
+          order: prop["x-order"] ?? Infinity,
+          hidden: prop["x-hidden"] ?? {},
+          filterable: prop["x-filterable"] ?? false,
+          sortable: prop["x-sortable"] ?? false,
+          readOnly: prop.readOnly ?? false,
+          required: requiredFields.includes(name),
+          enumValues: prop.enum,
+          fk: prop["x-fk"],
+          uiType: prop["x-ui-type"],
+          uploadUrl: prop["x-upload-url"],
+          upload: prop["x-upload"],
+          isArray: prop.type === "array",
+          autocomplete,
+        };
+      });
+    return [{ value, label, fields }];
+  });
+  return result;
+}
+
 export function extractFields(schemaName: string, schema: any, schemas: Record<string, any>): FieldConfig[] {
   const props = schema.properties ?? {};
   const requiredFields: string[] = schema.required ?? [];
@@ -13,12 +94,15 @@ export function extractFields(schemaName: string, schema: any, schemas: Record<s
     .map(([name, prop]: [string, any]) => {
       const isDirectRef = !!prop.$ref;
       const isItemsRef = prop.type === "array" && !!prop.items?.$ref;
-      const isRef = isDirectRef || isItemsRef;
+      const isOneOf = !!prop.oneOf;
+      const isRef = isDirectRef || isItemsRef || isOneOf;
 
       const refSchemaName = isDirectRef
         ? resolveRef(prop.$ref)
         : isItemsRef
         ? resolveRef(prop.items.$ref)
+        : isOneOf && prop.oneOf[0]?.$ref
+        ? resolveRef(prop.oneOf[0].$ref)
         : undefined;
 
       const refSchema = refSchemaName ? schemas[refSchemaName] : undefined;
@@ -27,25 +111,47 @@ export function extractFields(schemaName: string, schema: any, schemas: Record<s
         ? refSchema["x-display-format"]
         : undefined;
 
+      const isDiscriminatedUnion = isRef && refSchema?.oneOf && refSchema?.discriminator;
+      const discriminatorProperty = isDiscriminatedUnion ? refSchema.discriminator.propertyName : undefined;
+      const oneOfOptions = isDiscriminatedUnion ? extractOneOfOptions(refSchema, schemas, discriminatorProperty!) : undefined;
+
+      let autocomplete = prop["x-autocomplete"] as "text" | "token" | "email" | "phone" | undefined;
+      const isPlainString = !prop["x-fk"] && !prop.enum && !isRef && prop.type === "string" && prop.format !== "date" && prop.format !== "date-time" && prop.format !== "binary";
+      if (!autocomplete && isPlainString && prop["x-filterable"]) {
+        autocomplete = "text";
+        console.warn(`[field-config] missing x-autocomplete on "${name}" in schema "${schemaName}", defaulting to "text"`);
+      }
+      if (autocomplete && !prop["x-filterable"]) {
+        _validationErrors.push(`[field-config] field "${name}" in schema "${schemaName}" has x-autocomplete but is not x-filterable`);
+      }
+
       const field: FieldConfig = {
         name,
         label: prop["x-label"],
-        description: prop["x-description"] ?? prop["x-label"] ?? name,
+        description: prop["x-description"] ?? "",
-        type: isRef && refSchema ? "object" : (prop.type ?? "string"),
+        type: isRef && refSchema ? "object" : isOneOf ? "object" : (prop.type ?? "string"),
         format: prop.format,
-        order: prop["x-order"],
+        editAs: prop["x-edit-as"],
+        order: prop["x-order"] ?? Infinity,
         hidden: prop["x-hidden"] ?? {},
         filterable: prop["x-filterable"] ?? false,
         sortable: prop["x-sortable"] ?? false,
         readOnly: prop.readOnly ?? false,
         required: requiredFields.includes(name),
-        enumValues: prop.enum,
+        // Lift enum constraints from array items so arrays-of-enum can render
+        // as multi-selects (e.g. ReportQuery.granularities).
+        enumValues: prop.enum ?? (prop.type === "array" ? prop.items?.enum : undefined),
+        defaultValue: prop.default,
         fk: prop["x-fk"],
         uiType: prop["x-ui-type"],
         uploadUrl: prop["x-upload-url"],
+        upload: prop["x-upload"],
         refSchema: refSchemaName,
         inlineDisplayFormat,
         isArray: prop.type === "array",
+        oneOfOptions,
+        discriminatorProperty,
+        autocomplete,
       };
 
       return field;

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

@@ -11,11 +11,7 @@ export function extractRelationships(schema: any, schemas: Record<string, any>):
     if (!prop["x-fk"]) continue;
 
     const fkResource = prop["x-fk"].resource as string;
-    const targetEntry = Object.entries(schemas).find(([, s]) => s?.["x-resource"] === fkResource);
-    const targetSchemaName = targetEntry ? targetEntry[0] : fkResource;
-
     const prefetch = prop["x-fk"].prefetch ?? false;
-    console.log(`[FK] extracted relationship: field="${name}" target="${fkResource}" prefetch=${prefetch} rawPrefetch=${prop["x-fk"].prefetch}`);
 
     rels.push({
       fieldName: name,
@@ -23,10 +19,9 @@ export function extractRelationships(schema: any, schemas: Record<string, any>):
         resource: fkResource,
         prefetch,
       },
-      targetSchemaName,
+      targetSchemaName: fkResource,
     });
   }
 
-  console.log(`[FK] total relationships extracted: ${rels.length}`);
   return rels;
 }

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

@@ -1,5 +1,5 @@
 import type { OpenApiSpec, ResourceConfig, FieldConfig } from "../types";
-import { extractFields } from "./field-config";
+import { extractFields, clearValidationErrors, getValidationErrors } from "./field-config";
 import { extractRelationships } from "./relationship-config";
 
 function detectPagination(pathObj: any): { limitParam: string; offsetParam: string; defaultLimit: number } | null {
@@ -47,62 +47,154 @@ const SSE_RECEIVED_FIELD: FieldConfig = {
   isArray: false,
 };
 
+function getSegments(path: string): string[] {
+  return path.split("/").filter(Boolean);
+}
+
+function getResponseSchemaRef(pathObj: any): string | undefined {
+  const response = pathObj?.get?.responses?.["200"] ?? pathObj?.get?.responses?.["201"];
+  const content = response?.content;
+  if (!content) return;
+  for (const mediaType of Object.values(content) as any[]) {
+    if (mediaType?.schema?.$ref) return mediaType.schema.$ref;
+    if (mediaType?.schema?.items?.$ref) return mediaType.schema.items.$ref;
+    if (mediaType?.schema?.properties?.items?.items?.$ref) return mediaType.schema.properties.items.items.$ref;
+  }
+}
+
+function resolveRef(ref: string): string {
+  return ref.split("/").pop()!;
+}
+
 export function buildResourceConfigs(spec: OpenApiSpec): ResourceConfig[] {
+  clearValidationErrors();
   const schemas = spec.components?.schemas ?? {};
   const paths = spec.paths ?? {};
   const configs: ResourceConfig[] = [];
+  const nameMap = new Map<string, ResourceConfig>();
 
-  for (const [schemaName, schema] of Object.entries(schemas)) {
+  const sortedPaths = Object.keys(paths).sort(
-    if (!schema || typeof schema !== "object") continue;
+    (a, b) => getSegments(a).length - getSegments(b).length
+  );
 
-    const resourceName = schema["x-resource"];
+  for (const path of sortedPaths) {
-    if (!resourceName || typeof resourceName !== "string") continue;
+    const segments = getSegments(path);
+    const pathObj = paths[path];
 
-    const resourcePath = `/${resourceName}`;
+    // Skip paths where ALL non-parameter operations are profile-only (x-profile: true).
-    const itemPath = `${resourcePath}/{id}`;
+    // These are handled by Admin.tsx profile routes, not as CRUD resources.
-    const collectionPathObj = paths[resourcePath];
+    const pathMethods = Object.entries(pathObj).filter(([k]) => !k.startsWith("x-") && k !== "parameters");
-    const itemPathObj = paths[itemPath];
+    const allProfile = pathMethods.length > 0 && pathMethods.every(([, op]: any) => op["x-profile"] === true);
+    if (allProfile) continue;
 
-    const fields = extractFields(schemaName, schema, schemas);
+    const lastSeg = segments[segments.length - 1];
-    const relationships = extractRelationships(schema, schemas);
+    const isItemPath = /^\{.*\}$/.test(lastSeg);
-    const hasSSE = collectionPathObj?.get?.["x-sse"] === true;
+    const paramIdx = segments.findIndex(
+      (s, i) => i < segments.length - 1 && /^\{.*\}$/.test(s)
+    );
+
+    if (isItemPath) {
+      const parentName = segments[segments.length - 2];
+      const parent = nameMap.get(parentName);
+      if (!parent) continue;
+      if (hasOperation(pathObj, "get")) parent.operations.get = true;
+      if (hasOperation(pathObj, "put")) parent.operations.update = true;
+      if (hasOperation(pathObj, "patch")) parent.operations.patch = true;
+      if (hasOperation(pathObj, "delete")) parent.operations.delete = true;
+      continue;
+    }
+
+    if (paramIdx >= 0) {
+      const resourceName = lastSeg;
+      const parentName = segments[paramIdx - 1];
+      const pathParamName = segments[paramIdx].replace(/[{}]/g, "");
+
+      const responseRef = getResponseSchemaRef(pathObj);
+      const schemaName = responseRef ? resolveRef(responseRef) : undefined;
+      const schema = schemaName ? schemas[schemaName] : undefined;
+
+      const fields = schema ? extractFields(schemaName!, schema, schemas) : [];
+      const hasSSE = pathObj?.get?.["x-sse"] === true;
+
+      const resource: ResourceConfig = {
+        name: resourceName,
+        schemaName: schemaName ?? resourceName,
+        displayName: formatDisplayName(resourceName),
+        path,
+        primaryKey: schema?.["x-primary-key"] ?? "_received_at",
+        displayFormat: schema?.["x-display-format"] ?? `{${resourceName}}`,
+        listColumns: schema?.["x-list-columns"] ?? [],
+        fields: hasSSE ? [SSE_RECEIVED_FIELD, ...fields.map((f) => ({ ...f, readOnly: true }))] : fields,
+        orderedFields: [],
+        operations: hasSSE
+          ? { list: true, get: false, create: false, update: false, patch: false, delete: false }
+          : { list: hasOperation(pathObj, "get"), get: false, create: false, update: false, patch: false, delete: false },
+        updateMethod: "put",
+        pagination: hasSSE ? null : detectPagination(pathObj),
+        relationships: [],
+        streaming: hasSSE || undefined,
+        parent: { resource: parentName, pathParam: pathParamName },
+      };
+
+      resource.orderedFields = sortFields(resource.fields);
+      if (hasSSE) {
+        resource.listColumns = ["_received_at", ...resource.listColumns];
+        resource.primaryKey = "_received_at";
+      }
+
+      const parent = nameMap.get(parentName);
+      if (parent) {
+        parent.subResources = parent.subResources ?? [];
+        parent.subResources.push(resourceName);
+      }
+
+      nameMap.set(resourceName, resource);
+      configs.push(resource);
+      continue;
+    }
+
+    const resourceName = lastSeg;
+    const responseRef = getResponseSchemaRef(pathObj);
+    const schemaName = responseRef ? resolveRef(responseRef) : undefined;
+    const schema = schemaName ? schemas[schemaName] : undefined;
+
+    const fields = schema ? extractFields(schemaName!, schema, schemas) : [];
+    const relationships = schema ? extractRelationships(schema, schemas) : [];
+    const hasSSE = pathObj?.get?.["x-sse"] === true;
 
     const resource: ResourceConfig = {
       name: resourceName,
-      schemaName,
+      schemaName: schemaName ?? resourceName,
       displayName: formatDisplayName(resourceName),
-      path: resourcePath,
+      path,
-      primaryKey: schema["x-primary-key"],
+      primaryKey: schema?.["x-primary-key"] ?? "id",
-      displayFormat: schema["x-display-format"],
+      displayFormat: schema?.["x-display-format"] ?? `{${resourceName}}`,
-      listColumns: schema["x-list-columns"],
+      listColumns: schema?.["x-list-columns"] ?? [],
-      fields,
+      fields: hasSSE ? [SSE_RECEIVED_FIELD, ...fields.map((f) => ({ ...f, readOnly: true }))] : fields,
-      orderedFields: sortFields(fields),
+      orderedFields: [],
-      operations: {
+        operations: hasSSE
-        list: hasOperation(collectionPathObj, "get"),
+          ? { list: true, get: false, create: false, update: false, patch: false, delete: false }
-        get: hasOperation(itemPathObj, "get"),
+          : { list: hasOperation(pathObj, "get"), get: false, create: hasOperation(pathObj, "post"), update: false, patch: false, delete: false },
-        create: hasOperation(collectionPathObj, "post"),
+      updateMethod: "put",
-        update: hasOperation(itemPathObj, "put") || hasOperation(itemPathObj, "patch"),
+      pagination: hasSSE ? null : detectPagination(pathObj),
-        delete: hasOperation(itemPathObj, "delete"),
-      },
-      updateMethod: hasOperation(itemPathObj, "patch") && !hasOperation(itemPathObj, "put") ? "patch" : "put",
-      pagination: detectPagination(collectionPathObj),
       relationships,
       streaming: hasSSE || undefined,
     };
 
+    resource.orderedFields = sortFields(resource.fields);
     if (hasSSE) {
-      resource.operations = { list: true, get: false, create: false, update: false, delete: false };
-      resource.updateMethod = "put";
-      resource.pagination = null;
-      resource.relationships = [];
-      resource.fields = [SSE_RECEIVED_FIELD, ...fields.map((f) => ({ ...f, readOnly: true }))];
-      resource.orderedFields = sortFields(resource.fields);
       resource.listColumns = ["_received_at", ...resource.listColumns];
       resource.primaryKey = "_received_at";
     }
 
+    nameMap.set(resourceName, resource);
     configs.push(resource);
   }
 
+  const errors = getValidationErrors();
+  if (errors.length > 0) {
+    throw new Error(errors.join("\n"));
+  }
+
   return configs;
-}
+}

react-openapi/src/types.ts

@@ -4,6 +4,14 @@ export interface ResourceConfiguration {
   filterOptions?: {
     mode?: FilterMode;
   };
+  /** Map of field name → uiType override (e.g. { amount: "currency" }). */
+  fieldTypes?: Record<string, string>;
+}
+
+export interface ProfileComponents {
+  create?: React.ComponentType<any>;
+  edit?: React.ComponentType<any>;
+  view?: React.ComponentType<any>;
 }
 
 export interface SpecConfiguration {
@@ -12,6 +20,25 @@ export interface SpecConfiguration {
   title?: string;
   getToken?: () => string | null;
   resourceConfig?: Record<string, ResourceConfiguration>;
+  profileComponents?: ProfileComponents;
+}
+
+/** Auth server config extracted from securitySchemes extensions. */
+export interface AuthConfig {
+  serverUrl: string;
+  loginPath: string;
+  registerPath: string;
+  logoutPath: string;
+  mePath: string;
+  introspectPath: string;
+}
+
+/** Represents a single operation marked with `x-profile: true` in the spec. */
+export interface ProfileOperation {
+  path: string;
+  method: string;
+  operationId: string;
+  summary?: string;
 }
 
 export interface ValidationMessage {
@@ -40,6 +67,7 @@ export interface ResourceConfig {
     get: boolean;
     create: boolean;
     update: boolean;
+    patch: boolean;
     delete: boolean;
   };
   updateMethod: "put" | "patch";
@@ -50,6 +78,21 @@ export interface ResourceConfig {
   } | null;
   relationships: ResourceRelationship[];
   streaming?: boolean;
+  parent?: { resource: string; pathParam: string };
+  subResources?: string[];
+}
+
+export interface FKFieldConfig {
+  resource: string;
+  prefetch: boolean;
+  /** Target property used as the wire value (defaults to the target's primary key). */
+  value?: string;
+}
+
+export interface OneOfOption {
+  value: string;
+  label: string;
+  fields: FieldConfig[];
 }
 
 export interface FieldConfig {
@@ -58,6 +101,8 @@ export interface FieldConfig {
   description: string;
   type: string;
   format?: string;
+  /** `x-edit-as: date` — edit a `date-time` field with a plain date input; submits midnight. */
+  editAs?: string;
   order: number;
   hidden: { form?: boolean; list?: boolean; detail?: boolean };
   filterable: boolean;
@@ -65,17 +110,18 @@ export interface FieldConfig {
   readOnly: boolean;
   required: boolean;
   enumValues?: string[];
+  /** Schema-level `default` used to seed create-form state. */
+  defaultValue?: any;
   fk?: FKFieldConfig;
   uiType?: string;
   uploadUrl?: string;
+  upload?: { type: string; url: string };
   refSchema?: string;
   inlineDisplayFormat?: string;
   isArray: boolean;
-}
+  oneOfOptions?: OneOfOption[];
-
+  discriminatorProperty?: string;
-export interface FKFieldConfig {
+  autocomplete?: "text" | "token" | "email" | "phone";
-  resource: string;
-  prefetch: boolean;
 }
 
 export interface OpenApiSpec {

react-openapi/src/utils/datetime.ts

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

react-openapi/src/utils/filter-utils.ts

@@ -0,0 +1,46 @@
+export function tokenize(text: string): string[] {
+  return text.split(/[,\s.]+/).filter(Boolean);
+}
+
+export function stripNonDigits(text: string): string {
+  return text.replace(/\D/g, "");
+}
+
+export function extractTokens(data: any[], fieldName: string): string[] {
+  const all = new Set<string>();
+  for (const row of data) {
+    const val = row[fieldName];
+    if (val != null && val !== "") {
+      for (const t of tokenize(String(val))) {
+        all.add(t);
+      }
+    }
+  }
+  return [...all].sort();
+}
+
+export function extractLocalParts(data: any[], fieldName: string): string[] {
+  const parts = new Set<string>();
+  for (const row of data) {
+    const val = row[fieldName];
+    if (val != null && val !== "") {
+      const m = String(val).match(/^([^@]+)@/);
+      if (m) parts.add(m[1]);
+    }
+  }
+  return [...parts].sort();
+}
+
+export function extractDomains(data: any[], fieldName: string, localPart: string): string[] {
+  const domains = new Set<string>();
+  const escaped = localPart.replace(/[.*+?^${}()|[\]\\]/g, "\\$&");
+  const re = new RegExp(`^${escaped}@(.+)$`);
+  for (const row of data) {
+    const val = row[fieldName];
+    if (val != null && val !== "") {
+      const m = String(val).match(re);
+      if (m) domains.add(m[1]);
+    }
+  }
+  return [...domains].sort();
+}

react-openapi/src/utils/sanitize-payload.ts

@@ -0,0 +1,69 @@
+import type { FieldConfig } from "../types";
+import { extractFields } from "../transformers/field-config";
+
+export type FkResolver = (resourceName: string, fkValue: any) => Promise<any>;
+
+export async function sanitizePayload(
+  data: any,
+  fields: FieldConfig[],
+  schemas: Record<string, any>,
+  resolveFk?: FkResolver,
+): Promise<any> {
+  if (data == null || typeof data !== "object") return data;
+
+  if (Array.isArray(data)) {
+    return Promise.all(data.map((item) => {
+      if (item != null && typeof item === "object") {
+        return sanitizePayload(item, fields, schemas, resolveFk);
+      }
+      return item;
+    }));
+  }
+
+  const result: Record<string, any> = { ...data };
+  const fieldMap = new Map(fields.map((f) => [f.name, f]));
+
+  for (const key of Object.keys(result)) {
+    const field = fieldMap.get(key);
+    if (!field) continue;
+
+    const val = result[key];
+
+    // FK fields whose wire value is a plain target property (fk.value, e.g.
+    // account names) are already in wire format — no id→object resolution.
+    if (field.fk && !field.fk.value) {
+      if (val == null || val === "") {
+        result[key] = null;
+      } else if (resolveFk) {
+        if (field.isArray && Array.isArray(val)) {
+          result[key] = await Promise.all(val.map((v: any) => resolveFk(field.fk!.resource, v)));
+        } else {
+          result[key] = await resolveFk(field.fk!.resource, val);
+        }
+      }
+      continue;
+    }
+
+    if (field.refSchema && !field.fk) {
+      if (val == null || val === "") {
+        result[key] = field.isArray ? [] : {};
+      } else if (typeof val === "object") {
+        const refSchemaObj = schemas[field.refSchema!];
+        const nestedFields = refSchemaObj
+          ? extractFields(field.refSchema!, refSchemaObj, schemas)
+          : [];
+        result[key] = await sanitizePayload(val, nestedFields, schemas, resolveFk);
+      }
+    } else if (field.isArray) {
+      if (val == null || val === "") {
+        result[key] = [];
+      }
+    } else if (field.type === "object") {
+      if (val == null || val === "") {
+        result[key] = {};
+      }
+    }
+  }
+
+  return result;
+}

react-openapi/tsconfig.json

@@ -0,0 +1,20 @@
+{
+  "compilerOptions": {
+    "target": "ES2020",
+    "useDefineForClassFields": true,
+    "lib": ["ES2020", "DOM", "DOM.Iterable"],
+    "module": "ESNext",
+    "skipLibCheck": true,
+    "moduleResolution": "bundler",
+    "allowImportingTsExtensions": true,
+    "isolatedModules": true,
+    "moduleDetection": "force",
+    "noEmit": true,
+    "jsx": "react-jsx",
+    "strict": true,
+    "noUnusedLocals": false,
+    "noUnusedParameters": false,
+    "noFallthroughCasesInSwitch": true
+  },
+  "include": ["src", "index.ts"]
+}

src/Dashboard.tsx

@@ -1,339 +0,0 @@
-import * as React from "react";
-import {
-  Box,
-  Container,
-  CircularProgress,
-  Alert,
-  TextField,
-  Paper,
-  Autocomplete,
-  Button
-} from "@mui/material";
-
-import DashboardView from "./components/Dashboard";
-
-import {
-  DashboardState,
-  DashboardStateSetters,
-  DashboardFlow,
-} from "./components/Dashboard";
-
-import { configuration } from "./dashboard-config";
-import {
-  useReport,
-  prepareReport,
-} from "./features/report";
-import { useReportSnapshotsList } from "./features/report-snapshots";
-
-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 } = useReportSnapshotsList();
-  const snapshotOptions = React.useMemo(() => {
-    const options: { label: string; value: string | null }[] = [
-      { label: "Latest (auto)", value: null },
-    ];
-    if (snapshotsData?.items) {
-      for (const snap of snapshotsData.items) {
-        options.push({
-          label: `Snapshot from ${formatSnapshotDate(snap.created_at)}`,
-          value: snap.snapshot_id,
-        });
-      }
-    }
-    return options;
-  }, [snapshotsData]);
-
-  const selectedSnapshotOption = snapshotOptions.find((o) => o.value === selectedSnapshotId) ?? snapshotOptions[0];
-
-  const report = useReport({
-    snapshot_id: selectedSnapshotId ?? undefined,
-    periods: ["daily", "weekly", "monthly", "all"],
-    flow: state.flow,
-    payee: appliedPayees.length > 0 ? appliedPayees : undefined,
-    tags: appliedTags.length > 0 ? appliedTags : undefined,
-  });
-
-  React.useEffect(() => {
-    if (report.data) {
-      setLoadedPayees(prev => {
-        const pSet = new Set<string>(prev);
-        report.data.buckets.forEach((b: any) => {
-          Object.values(b.periods).forEach((periodArray: any) => {
-            periodArray?.forEach((p: any) => {
-              p.metric?.transactions?.forEach((t: any) => {
-                if (t.payee?.name) pSet.add(t.payee.name);
-              });
-            });
-          });
-        });
-        return Array.from(pSet).sort();
-      });
-
-      setLoadedTags(prev => {
-        const tSet = new Set<string>(prev);
-        report.data.buckets.forEach((b: any) => {
-          Object.values(b.periods).forEach((periodArray: any) => {
-            periodArray?.forEach((p: any) => {
-              p.metric?.transactions?.forEach((t: any) => {
-                t.tags?.forEach((tag: any) => tSet.add(tag.name || tag));
-              });
-            });
-          });
-        });
-        return Array.from(tSet).sort();
-      });
-    }
-  }, [report.data]);
-
-  const toggleFlow =
-    React.useCallback(() => {
-      setState((prev) => ({
-        ...prev,
-
-        flow:
-          prev.flow ===
-          "outflows"
-            ? "inflows"
-            : "outflows",
-
-        selectedGroupKey:
-          null,
-
-        selectedPeriodId:
-          null,
-      }));
-    }, []);
-
-  const setFlow =
-    React.useCallback(
-      (
-        flow: DashboardFlow
-      ) => {
-        setState((prev) => ({
-          ...prev,
-
-          flow,
-
-          selectedGroupKey:
-            null,
-
-          selectedPeriodId:
-            null,
-        }));
-      },
-      []
-    );
-
-  const togglePeriodType =
-    React.useCallback(() => {
-      setState((prev) => ({
-        ...prev,
-
-        periodType:
-          prev.periodType ===
-          "rolling"
-            ? "calendar"
-            : "rolling",
-      }));
-    }, []);
-
-  const toggleComparison =
-    React.useCallback(() => {
-      setState((prev) => ({
-        ...prev,
-
-        comparison:
-          !prev.comparison,
-      }));
-    }, []);
-
-  const setSelectedPeriodId =
-    React.useCallback(
-      (
-        selectedPeriodId: DashboardState["selectedPeriodId"]
-      ) => {
-        setState((prev) => ({
-          ...prev,
-
-          selectedPeriodId,
-        }));
-      },
-      []
-    );
-
-  const setSelectedGroupKey =
-    React.useCallback(
-      (
-        selectedGroupKey: DashboardState["selectedGroupKey"]
-      ) => {
-        setState((prev) => ({
-          ...prev,
-
-          selectedGroupKey,
-        }));
-      },
-      []
-    );
-
-  const stateSetters: DashboardStateSetters =
-    React.useMemo(
-      () => ({
-        toggleFlow,
-
-        setFlow,
-
-        togglePeriodType,
-
-        toggleComparison,
-
-        setSelectedPeriodId,
-
-        setSelectedGroupKey,
-      }),
-      [
-        toggleFlow,
-        setFlow,
-        togglePeriodType,
-        toggleComparison,
-        setSelectedPeriodId,
-        setSelectedGroupKey,
-      ]
-    );
-
-  const isLoading = report.isLoading;
-  const error = report.error;
-
-  if (isLoading && !report.data) {
-    return (
-      <Box sx={{ display: "flex", justifyContent: "center", alignItems: "center", height: "60vh" }}>
-        <CircularProgress />
-      </Box>
-    );
-  }
-
-  if (error) {
-    return (
-      <Container sx={{ mt: 4 }}>
-        <Alert severity="error">{String(error)}</Alert>
-      </Container>
-    );
-  }
-
-  if (!report.data) {
-    return null;
-  }
-
-  const data = prepareReport(report.data);
-  return (
-    <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: 'auto', minHeight: '2.5rem', py: 0.5 } }}
-            />
-          </Box>
-
-          <Button
-            variant="contained"
-            size="large"
-            onClick={() => {
-              setAppliedPayees(payeeInput);
-              setAppliedTags(tagsInput);
-            }}
-            disabled={isLoading}
-            sx={{ height: 40, borderRadius: 2 }}
-          >
-            Apply
-          </Button>
-        </Paper>
-      </Container>
-      <DashboardView
-        config={configuration}
-        data={data}
-        state={state}
-        stateSetters={stateSetters}
-        isFetching={report.isFetching}
-      />
-    </Box>
-  );
-}

src/Expense.tsx

@@ -0,0 +1,126 @@
+import React, { useEffect, useMemo, useState } from "react";
+import {
+  Container,
+  Box,
+  Paper,
+  Typography,
+  Alert,
+  Skeleton,
+  Button,
+} from "@mui/material";
+import ReceiptLongIcon from "@mui/icons-material/ReceiptLong";
+import { useNavigate } from "react-router-dom";
+import { useResource, useAppContext, formatCurrency } from "../react-openapi";
+import { PageHeader } from "./ui/PageHeader";
+import { EmptyState } from "./ui/EmptyState";
+import { StatCard } from "./common/components/StatCard";
+import { TransactionList } from "./common/components/TransactionList";
+import { buildTxnFieldConfigs } from "./common/utils/fieldConfigs";
+import { isExpense } from "./common/utils/transactions";
+import { currentMonthKey, monthKey, monthLabel, parseOccurredAt } from "./common/utils/dates";
+import type { ExpenseItem } from "./common/types";
+
+export default function Expense() {
+  const navigate = useNavigate();
+  const { list, loading, error, resource } = useResource("expenses");
+  const { resources } = useAppContext();
+  const [items, setItems] = useState<ExpenseItem[] | null>(null);
+
+  const fieldConfigs = useMemo(() => buildTxnFieldConfigs(resources), [resources]);
+
+  useEffect(() => {
+    let mounted = true;
+    list({ limit: 0 }).then((res) => {
+      if (!mounted) return;
+      setItems((res.items ?? []) as ExpenseItem[]);
+    });
+    return () => {
+      mounted = false;
+    };
+  }, [list]);
+
+  const sorted = useMemo(
+    () =>
+      [...(items ?? [])].sort(
+        (a, b) => parseOccurredAt(b.occurred_at).getTime() - parseOccurredAt(a.occurred_at).getTime(),
+      ),
+    [items],
+  );
+
+  const summary = useMemo(() => {
+    const currency = sorted.find((it) => it.account?.currency)?.account?.currency ?? "INR";
+    const totalSpent = sorted.filter(isExpense).reduce((s, it) => s + (it.amount ?? 0), 0);
+    const totalIncome = sorted.filter((it) => !isExpense(it)).reduce((s, it) => s + (it.amount ?? 0), 0);
+    const thisMonth = currentMonthKey();
+    const monthItems = sorted.filter((it) => monthKey(it.occurred_at) === thisMonth);
+    const monthTotal = monthItems.filter(isExpense).reduce((s, it) => s + (it.amount ?? 0), 0);
+    return { currency, totalSpent, totalIncome, thisMonth: monthLabel(thisMonth), monthItems, monthTotal };
+  }, [sorted]);
+
+  const loadingUI = (
+    <Box sx={{ display: "flex", flexDirection: "column", gap: 4 }}>
+      {[0, 1, 2].map((i) => (
+        <Box key={i}>
+          <Skeleton variant="text" width={160} height={32} sx={{ mb: 1.5 }} />
+          <Box sx={{ display: "flex", flexDirection: "column", gap: 1 }}>
+            {[0, 1, 2].map((j) => (
+              <Skeleton key={j} variant="rounded" height={64} sx={{ borderRadius: 2 }} />
+            ))}
+          </Box>
+        </Box>
+      ))}
+    </Box>
+  );
+
+  return (
+    <Container maxWidth="lg" sx={{ py: 4 }}>
+      <PageHeader
+        crumbs={[{ label: "Home", path: "/" }, { label: "Expenses" }]}
+        title="Expenses"
+        subtitle="Every transaction imported from your accounts, grouped by month."
+        actions={
+          <Button
+            variant="contained"
+            onClick={() => navigate("/admin/expenses/new")}
+          >
+            New Expense
+          </Button>
+        }
+      />
+
+      {error && (
+        <Alert severity="error" sx={{ mb: 3, borderRadius: 2 }}>
+          Failed to load expenses: {error}
+        </Alert>
+      )}
+
+      {items === null && !error ? (
+        loadingUI
+      ) : items && items.length === 0 ? (
+        <Paper variant="outlined" sx={{ borderRadius: 3, mt: 2 }}>
+          <EmptyState
+            icon={<ReceiptLongIcon />}
+            title="No expenses yet"
+            description="Once you run a fetch request, imported transactions will show up here grouped by month."
+            actionLabel="Go to Fetch Requests"
+            onAction={() => navigate("/fetch-requests")}
+          />
+        </Paper>
+      ) : (
+        <>
+          <Box sx={{ display: "flex", gap: 2, flexWrap: "wrap", mb: 4 }}>
+            <StatCard
+              label="Outflows"
+              value={formatCurrency(summary.totalSpent, summary.currency)}
+              hint={`${summary.monthItems.length} transaction${summary.monthItems.length === 1 ? "" : "s"} this month`}
+            />
+            <StatCard label="This month" value={formatCurrency(summary.monthTotal, summary.currency)} hint={summary.thisMonth} />
+            <StatCard label="Inflows" value={formatCurrency(summary.totalIncome, summary.currency)} />
+          </Box>
+
+          {fieldConfigs && <TransactionList items={sorted} fields={fieldConfigs} />}
+        </>
+      )}
+    </Container>
+  );
+}

src/FetchRequest/FetchRequestCreate.tsx

@@ -0,0 +1,345 @@
+import React, { useEffect, useMemo, useState } from "react";
+import {
+  Box, Container, Typography, Paper, Button, Alert,
+  CircularProgress, IconButton, Tooltip,
+} from "@mui/material";
+import { useNavigate } from "react-router-dom";
+import ReceiptLongIcon from "@mui/icons-material/ReceiptLong";
+import DeleteOutlineIcon from "@mui/icons-material/DeleteOutline";
+import { alpha } from "@mui/material/styles";
+import { useAppContext, useResource, ListCellRenderer, FormFieldRenderer, getApi, applyDisplayFormat } from "../../react-openapi";
+import type { FieldConfig } from "../../react-openapi";
+import { PageHeader } from "../ui/PageHeader";
+import { EmptyState } from "../ui/EmptyState";
+import { formatApiError } from "../features/fetch-requests";
+import { useToast } from "../ui/Toast";
+
+const CREATE_FIELDS = ["account", "bank", "pipeline", "trust_fallback", "start_date", "end_date", "source"];
+
+// Two-pane form partition — explicit names, spec order is unreliable.
+// Grid stretch keeps both panes equal-height regardless of which source
+// variant is active (email adds From/Subject under the type select).
+const SOURCE_PANE_FIELDS = ["account", "bank"];
+const POLICY_PANE_FIELDS = ["start_date", "end_date", "pipeline", "trust_fallback"];
+
+const glassSx = (theme: any) => ({
+  backgroundColor: alpha(theme.palette.background.default, 0.72),
+  backdropFilter: "blur(8px)",
+  borderColor: "divider",
+  boxShadow: 1,
+});
+
+function GlassPanel({ title, children }: { title: string; children: React.ReactNode }) {
+  return (
+    <Paper variant="outlined" sx={(theme) => ({ p: 3, borderRadius: 3, ...glassSx(theme) })}>
+      <Typography
+        variant="overline"
+        sx={{ display: "block", mb: 2, color: "text.secondary", letterSpacing: 1.2, lineHeight: 1.4 }}
+      >
+        {title}
+      </Typography>
+      <Box sx={{ display: "flex", flexDirection: "column", gap: 2 }}>{children}</Box>
+    </Paper>
+  );
+}
+
+function FetchRequestList() {
+  const navigate = useNavigate();
+  const { list, remove, resource } = useResource("fetch-requests");
+  const { resources: allResources } = useAppContext();
+  const [rows, setRows] = useState<any[] | null>(null);
+  const [deletingId, setDeletingId] = useState<string | null>(null);
+  const { showToast } = useToast();
+
+  const reload = () => {
+    if (!resource) return;
+    list({ limit: 20 }).then((res) => setRows(res.items ?? []));
+  };
+
+  const columns = useMemo(() => {
+    if (!resource) return [];
+    return resource.listColumns
+      .map((n) => resource.fields.find((f) => f.name === n))
+      .filter(Boolean) as FieldConfig[];
+  }, [resource]);
+
+  useEffect(() => {
+    if (!resource) return;
+    list({ limit: 20 }).then((res) => setRows(res.items ?? []));
+  }, [resource?.name]);
+
+  const handleDelete = async (e: React.MouseEvent, id: string) => {
+    e.stopPropagation();
+    if (
+      !window.confirm(
+        "Delete this fetch request along with all its expenses and ambiguities? This cannot be undone.",
+      )
+    )
+      return;
+    setDeletingId(id);
+    try {
+      await remove(id);
+      showToast("Fetch request deleted");
+      reload();
+    } catch (err: any) {
+      showToast(formatApiError(err), "error");
+    } finally {
+      setDeletingId(null);
+    }
+  };
+
+  if (!rows) {
+    return (
+      <Box sx={{ display: "flex", justifyContent: "center", py: 6 }}>
+        <CircularProgress size={28} />
+      </Box>
+    );
+  }
+
+  if (rows.length === 0) {
+    return (
+      <EmptyState
+        icon={<ReceiptLongIcon />}
+        title="No fetch requests yet"
+        description="Upload a bank statement or configure email ingestion to import your first transactions."
+        actionLabel="New Fetch Request"
+        onAction={() => document.getElementById("new-fetch-request")?.scrollIntoView({ behavior: "smooth", block: "center" })}
+      />
+    );
+  }
+
+  return (
+    <Box sx={{ display: "flex", flexDirection: "column", gap: 1.5 }}>
+      {rows.map((row, i) => {
+        const displayFormat = resource?.displayFormat ?? "";
+        return (
+          <Paper
+            key={row.id ?? i}
+            variant="outlined"
+            sx={(theme) => ({
+              p: 2,
+              cursor: "pointer",
+              borderRadius: 3,
+              transition: "border-color 160ms ease, box-shadow 160ms ease, background-color 160ms ease",
+              "&:hover": {
+                borderColor: "primary.main",
+                boxShadow: 1,
+                backgroundColor: alpha(theme.palette.background.default, 0.9),
+              },
+              ...glassSx(theme),
+            })}
+            onClick={() => navigate(`/fetch-requests/${row.id}`)}
+          >
+            <Box sx={{ display: "flex", gap: 2, alignItems: "center" }}>
+              <Box sx={{ display: "flex", gap: 2, flexWrap: "wrap", alignItems: "center", flex: 1, minWidth: 0 }}>
+                {columns
+                  .filter((col) => col.name !== "created_at")
+                  .map((col) => (
+                    <Box key={col.name} sx={{ minWidth: 120 }}>
+                      <Typography variant="caption" color="text.secondary" sx={{ display: "block" }}>
+                        {col.label}
+                      </Typography>
+                      <ListCellRenderer
+                        field={col}
+                        value={row[col.name]}
+                        displayFormat={col.fk
+                          ? (allResources.find((r) => r.name === col.fk!.resource)?.displayFormat ?? displayFormat)
+                          : displayFormat}
+                      />
+                    </Box>
+                  ))}
+              </Box>
+              {(() => {
+                const dateCol = columns.find((col) => col.name === "created_at");
+                if (!dateCol) return null;
+                return (
+                  <Box sx={{ flexShrink: 0, textAlign: "right" }}>
+                    <Typography variant="caption" color="text.secondary" sx={{ display: "block" }}>
+                      {dateCol.label}
+                    </Typography>
+                    <ListCellRenderer field={dateCol} value={row.created_at} displayFormat={displayFormat} />
+                  </Box>
+                );
+              })()}
+              <Box sx={{ flexShrink: 0 }}>
+                <Tooltip title="Delete fetch request">
+                  <IconButton
+                    size="small"
+                    color="error"
+                    disabled={deletingId === row.id || row.status === "processing"}
+                    onClick={(e) => handleDelete(e, row.id)}
+                  >
+                    <DeleteOutlineIcon fontSize="small" />
+                  </IconButton>
+                </Tooltip>
+              </Box>
+            </Box>
+          </Paper>
+        );
+      })}
+    </Box>
+  );
+}
+
+export default function FetchRequestCreate() {
+  const { resources: allResources } = useAppContext();
+  const resource = useMemo(() => allResources.find((r) => r.name === "fetch-requests"), [allResources]);
+  const { create } = useResource("fetch-requests");
+  const navigate = useNavigate();
+  const [formData, setFormData] = useState<Record<string, any>>({});
+  const [fkOptions, setFkOptions] = useState<Record<string, { value: any; label: string }[]>>({});
+  const [loading, setLoading] = useState(false);
+  const [result, setResult] = useState<{ severity: "success" | "error"; message: string } | null>(null);
+
+  useEffect(() => {
+    if (!resource) return;
+    resource.relationships.forEach((rel) => {
+      const targetRes = allResources.find((r) => r.name === rel.config.resource);
+      if (!targetRes) return;
+      (async () => {
+        try {
+          const api = getApi();
+          const params: Record<string, any> = {};
+          if (targetRes.pagination) params.limit = 0;
+          const res = await api.get(targetRes.path, { params });
+          const items = targetRes.pagination
+            ? (res.data.items ?? [])
+            : (Array.isArray(res.data) ? res.data : []);
+          const opts = items.map((item: any) => ({
+            value: item[targetRes.primaryKey],
+            label: applyDisplayFormat(item, targetRes.displayFormat),
+          }));
+          setFkOptions((prev) => ({ ...prev, [rel.fieldName]: opts }));
+        } catch (e) {
+          console.warn(`Failed to load FK options for ${rel.fieldName}:`, e);
+        }
+      })();
+    });
+  }, [resource]);
+
+  const formFields = useMemo(() => {
+    if (!resource) return [];
+    return resource.orderedFields.filter((f) => CREATE_FIELDS.includes(f.name));
+  }, [resource]);
+
+  const handleChange = (fieldName: string, value: any) => {
+    setFormData((prev) => ({ ...prev, [fieldName]: value }));
+    setResult(null);
+  };
+
+  const handleSubmit = async () => {
+    setLoading(true);
+    setResult(null);
+    try {
+      const created = await create(formData);
+      const display = applyDisplayFormat(created, resource!.displayFormat);
+      setResult({ severity: "success", message: `Created: ${display}` });
+      setFormData({});
+      const newId = (created as any)?.id;
+      if (newId) {
+        navigate(`/fetch-requests/${newId}`);
+      }
+    } catch (e: any) {
+      const detail = e?.response?.data?.detail;
+      const msg = Array.isArray(detail) ? detail.map((d: any) => d.msg).join("; ") : (detail ?? e?.message ?? "Unknown error");
+      setResult({ severity: "error", message: `Failed: ${msg}` });
+    } finally {
+      setLoading(false);
+    }
+  };
+
+  if (!resource) {
+    return (
+      <Alert severity="info">
+        The <strong>fetch-requests</strong> resource was not found in this spec.
+      </Alert>
+    );
+  }
+
+  const renderPaneFields = (names: string[]) =>
+    names.map((name) => {
+      const field = formFields.find((f) => f.name === name);
+      if (!field) return null;
+      return (
+        <FormFieldRenderer
+          key={field.name}
+          field={field}
+          value={formData[field.name] ?? ""}
+          onChange={(val) => handleChange(field.name, val)}
+          fkOptions={fkOptions[field.name]}
+        />
+      );
+    });
+
+  return (
+    <Box sx={{ position: "relative" }}>
+      {/* Decorative gradient backdrop — gives the frosted panes something to blur. */}
+      <Box
+        aria-hidden
+        sx={{
+          position: "fixed",
+          inset: 0,
+          zIndex: 0,
+          pointerEvents: "none",
+          background: (theme) =>
+            [
+              `radial-gradient(640px circle at 12% 8%, ${alpha(theme.palette.primary.main, 0.14)}, transparent 70%)`,
+              `radial-gradient(900px circle at 88% 92%, ${alpha(theme.palette.primary.main, 0.09)}, transparent 70%)`,
+              `radial-gradient(520px circle at 78% 22%, ${alpha(theme.palette.primary.light, 0.07)}, transparent 70%)`,
+            ].join(", "),
+        }}
+      />
+      <Container maxWidth="lg" sx={{ py: 4, position: "relative", zIndex: 1 }}>
+        <PageHeader
+          crumbs={[{ label: "Home", path: "/" }, { label: "Fetch Requests" }]}
+          title="Fetch Requests"
+          subtitle="Import transactions from bank statements or email and track pipeline progress."
+        />
+
+        <Box id="new-fetch-request" sx={{ mb: 4 }}>
+          <Typography variant="subtitle1" fontWeight={700} gutterBottom>
+            New Fetch Request
+          </Typography>
+          <Typography variant="body2" color="text.secondary" sx={{ mb: 2.5, maxWidth: 560, lineHeight: 1.6 }}>
+            Choose an account, pipeline, and a file or email source to kick off an import.
+          </Typography>
+
+          <Box
+            sx={{
+              display: "grid",
+              gridTemplateColumns: { xs: "1fr", md: "1fr 1fr" },
+              gap: 2,
+            }}
+          >
+            <GlassPanel title="Source & Account">
+              {renderPaneFields(SOURCE_PANE_FIELDS)}
+              {renderPaneFields(["source"])}
+            </GlassPanel>
+            <GlassPanel title="Window & Policy">{renderPaneFields(POLICY_PANE_FIELDS)}</GlassPanel>
+          </Box>
+
+          <Box sx={{ display: "flex", justifyContent: "flex-end", mt: 3, gap: 1.5 }}>
+            <Button variant="outlined" onClick={() => { setFormData({}); setResult(null); }}>
+              Reset
+            </Button>
+            <Button variant="contained" onClick={handleSubmit} disabled={loading} sx={{ minWidth: 180 }}>
+              {loading ? <CircularProgress size={20} sx={{ mr: 0.5 }} /> : null}
+              Create Fetch Request
+            </Button>
+          </Box>
+
+          {result && (
+            <Alert severity={result.severity} sx={{ mt: 2 }} onClose={() => setResult(null)}>
+              {result.message}
+            </Alert>
+          )}
+        </Box>
+
+        <Typography variant="h6" fontWeight={700} sx={{ mb: 2 }}>
+          Recent Fetch Requests
+        </Typography>
+        <FetchRequestList />
+      </Container>
+    </Box>
+  );
+}

src/FetchRequest/FetchRequestDetail.tsx

@@ -0,0 +1,413 @@
+import React, { useMemo, useState, useEffect, useRef } from "react";
+import { useParams, useNavigate } from "react-router-dom";
+import {
+  Box,
+  Container,
+  Paper,
+  Typography,
+  Button,
+  Chip,
+  CircularProgress,
+  Alert,
+  Divider,
+  Tooltip,
+} from "@mui/material";
+import ReplayIcon from "@mui/icons-material/Replay";
+import CheckCircleIcon from "@mui/icons-material/CheckCircle";
+import ErrorIcon from "@mui/icons-material/Error";
+import WarningAmberIcon from "@mui/icons-material/WarningAmber";
+import PlayArrowIcon from "@mui/icons-material/PlayArrow";
+import RemoveCircleOutlineIcon from "@mui/icons-material/RemoveCircleOutline";
+import FiberManualRecordIcon from "@mui/icons-material/FiberManualRecord";
+import DeleteOutlineIcon from "@mui/icons-material/DeleteOutline";
+import { useResource, useItemSse, useAppContext, DetailFieldRenderer, applyDisplayFormat } from "../../react-openapi";
+import { useQuery } from "@tanstack/react-query";
+import { RETRY_MAX, formatApiError } from "../features/fetch-requests";
+import type { FetchRequestStatus, SSEEvent, ProgressMessage } from "../features/fetch-requests";
+import { PipelineStepper } from "./components/PipelineStepper";
+import { AmbiguityResolver } from "./components/AmbiguityResolver";
+import { PageHeader } from "../ui/PageHeader";
+import { useToast } from "../ui/Toast";
+
+const statusColors: Record<FetchRequestStatus, "default" | "primary" | "warning" | "info" | "success" | "error"> = {
+  pending: "default",
+  processing: "info",
+  paused: "warning",
+  raw_expenses_done: "primary",
+  enriched_done: "warning",
+  completed: "success",
+  failed: "error",
+};
+
+const statusIcons: Record<FetchRequestStatus, React.ReactNode> = {
+  pending: <PlayArrowIcon sx={{ fontSize: 16 }} />,
+  processing: <CircularProgress size={14} />,
+  paused: <WarningAmberIcon sx={{ fontSize: 16 }} />,
+  raw_expenses_done: <CheckCircleIcon sx={{ fontSize: 16 }} />,
+  enriched_done: <CheckCircleIcon sx={{ fontSize: 16 }} />,
+  completed: <CheckCircleIcon sx={{ fontSize: 16 }} />,
+  failed: <ErrorIcon sx={{ fontSize: 16 }} />,
+};
+
+function formatProgressMessage(msg: ProgressMessage): string {
+  if (msg.lines !== undefined) return `${msg.lines} lines`;
+  if (msg.blocks !== undefined) return `${msg.blocks} blocks`;
+  if (msg.count !== undefined && msg.unit) return `${msg.count} ${msg.unit}`;
+  if (msg.count !== undefined) return `${msg.count} items`;
+  if (msg.raw_ocr_line) return `"${msg.raw_ocr_line.slice(0, 60)}${msg.raw_ocr_line.length > 60 ? "…" : ""}"`;
+  if (msg.error) return msg.error.slice(0, 80);
+  return "";
+}
+
+function sseIcon(status: SSEEvent["status"]) {
+  switch (status) {
+    case "started": return <CircularProgress size={14} />;
+    case "completed": return <CheckCircleIcon sx={{ fontSize: 16, color: "success.main" }} />;
+    case "failed": return <ErrorIcon sx={{ fontSize: 16, color: "error.main" }} />;
+    case "skipped": return <RemoveCircleOutlineIcon sx={{ fontSize: 16, color: "text.disabled" }} />;
+    case "paused": return <WarningAmberIcon sx={{ fontSize: 16, color: "warning.main" }} />;
+    case "progress": return <FiberManualRecordIcon sx={{ fontSize: 14, color: "info.main" }} />;
+  }
+}
+
+function Section({ title, children, action }: { title: string; children: React.ReactNode; action?: React.ReactNode }) {
+  return (
+    <Paper sx={{ p: 3, borderRadius: 3, mb: 3 }} variant="outlined">
+      <Box sx={{ display: "flex", alignItems: "center", gap: 1, mb: 2 }}>
+        <Typography variant="subtitle1" fontWeight={700} sx={{ flex: 1 }}>
+          {title}
+        </Typography>
+        {action}
+      </Box>
+      {children}
+    </Paper>
+  );
+}
+
+export default function FetchRequestDetail() {
+  const { id } = useParams<{ id: string }>();
+  const navigate = useNavigate();
+  const { get, patch, remove, resource } = useResource("fetch-requests");
+  const { resources: allResources } = useAppContext();
+  const [stepStats, setStepStats] = useState<Record<string, number>>({});
+  const [liveParsedCount, setLiveParsedCount] = useState<number | undefined>(undefined);
+  const [retrying, setRetrying] = useState(false);
+  const [deleting, setDeleting] = useState(false);
+  const { showToast } = useToast();
+  const feedRef = useRef<HTMLDivElement>(null);
+
+  const { data: fetchRequest, isLoading, error: fetchError, refetch: refetchRequest } = useQuery({
+    queryKey: ["fetch-requests", "detail", id],
+    queryFn: () => get(id!),
+    enabled: !!id,
+  });
+
+  const sseUrl = id ? `/fetch-requests/${id}/events` : null;
+  const { connected: sseConnected, events: sseEvents } = useItemSse(sseUrl, {
+    onEvent: (parsed: SSEEvent) => {
+      if (parsed.status === "progress" && parsed.message.count !== undefined) {
+        if (parsed.step === "txn_dicts") setLiveParsedCount(parsed.message.count);
+        if (parsed.step === "enrich") setStepStats((prev) => ({ ...prev, enrich_count: parsed.message.count! }));
+        if (parsed.step === "save_expenses") setStepStats((prev) => ({ ...prev, save_count: parsed.message.count! }));
+      }
+
+      if (parsed.status === "completed" && parsed.message.count !== undefined) {
+        const stats: Record<string, number> = {};
+        if (parsed.step === "raw_lines" && parsed.message.lines !== undefined) stats.raw_lines = parsed.message.lines;
+        if (parsed.step === "txn_blocks" && parsed.message.blocks !== undefined) stats.txn_blocks = parsed.message.blocks;
+        if (parsed.step === "txn_dicts") stats.txn_dicts = parsed.message.count;
+        if (parsed.step === "enrich") stats.enrich_count = parsed.message.count;
+        if (parsed.step === "save_expenses") stats.save_count = parsed.message.count;
+        if (Object.keys(stats).length) {
+          setStepStats((prev) => ({ ...prev, ...stats }));
+        }
+      }
+
+      if (parsed.status === "paused") {
+        refetchRequest();
+      }
+      if (parsed.status === "failed") {
+        showToast(parsed.message.error || "Fetch request failed", "error");
+        refetchRequest();
+      }
+      if (parsed.status === "completed" || parsed.step === "resume_extract") {
+        refetchRequest();
+      }
+    },
+  });
+
+  useEffect(() => {
+    if (feedRef.current) {
+      feedRef.current.scrollTop = feedRef.current.scrollHeight;
+    }
+  }, [sseEvents]);
+
+  const displayEvents = useMemo(() => {
+    const progressSteps = new Set(["txn_dicts", "enrich", "save_expenses"]);
+    const lastProgressIdx: Record<string, number> = {};
+    for (let i = sseEvents.length - 1; i >= 0; i--) {
+      const e = sseEvents[i];
+      if (progressSteps.has(e.step) && e.status === "progress" && lastProgressIdx[e.step] === undefined) {
+        lastProgressIdx[e.step] = i;
+      }
+    }
+
+    const terminalStatuses = new Set(["completed", "skipped", "paused", "failed"]);
+    return sseEvents.filter((e, i) => {
+      if (progressSteps.has(e.step) && e.status === "progress") return i === lastProgressIdx[e.step];
+      if (e.status === "started") {
+        return !sseEvents.slice(i + 1).some(
+          (later) => later.step === e.step && terminalStatuses.has(later.status),
+        );
+      }
+      return true;
+    });
+  }, [sseEvents]);
+
+  const handleRetry = async () => {
+    if (!id || !patch || retrying) return;
+    setRetrying(true);
+    try {
+      await patch(id, { status: "pending" });
+      refetchRequest();
+    } catch (err: any) {
+      showToast(formatApiError(err), "error");
+    } finally {
+      setRetrying(false);
+    }
+  };
+
+  const handleDelete = async () => {
+    if (!id || !remove || deleting) return;
+    if (
+      !window.confirm(
+        "Delete this fetch request along with all its expenses and ambiguities? This cannot be undone.",
+      )
+    )
+      return;
+    setDeleting(true);
+    try {
+      await remove(id);
+      showToast("Fetch request deleted");
+      navigate("/fetch-requests");
+    } catch (err: any) {
+      showToast(formatApiError(err), "error");
+    } finally {
+      setDeleting(false);
+    }
+  };
+
+  const req = fetchRequest as any;
+  const retryCount = req?.retry_count ?? 0;
+  const isRetryExhausted = retryCount >= RETRY_MAX;
+  const status = (req?.status ?? "pending") as FetchRequestStatus;
+  const detailFields = (resource?.orderedFields ?? []).filter(
+    (f) => f.name !== "source",
+  );
+
+  const displayTitle = useMemo(() => {
+    if (!resource || !req) return "";
+    const resolved = Object.fromEntries(
+      resource.orderedFields.map((field) => {
+        const value = req[field.name];
+        if (field.fk && typeof value === "object" && value != null) {
+          const target = allResources.find((r) => r.name === field.fk!.resource);
+          if (target) return [field.name, applyDisplayFormat(value, target.displayFormat)];
+        }
+        return [field.name, value];
+      }),
+    );
+    return applyDisplayFormat(resolved, resource.displayFormat);
+  }, [resource, req, allResources]);
+
+  if (isLoading) {
+    return (
+      <Box sx={{ display: "flex", justifyContent: "center", p: 8 }}>
+        <CircularProgress />
+      </Box>
+    );
+  }
+
+  if (fetchError || !fetchRequest) {
+    return (
+      <Container sx={{ mt: 4 }}>
+        <PageHeader
+          crumbs={[{ label: "Home", path: "/" }, { label: "Fetch Requests", path: "/fetch-requests" }, { label: "Details" }]}
+          title="Fetch Request"
+        />
+        <Alert severity="error">Failed to load fetch request</Alert>
+      </Container>
+    );
+  }
+
+  return (
+    <Container maxWidth="lg" sx={{ py: 4 }}>
+      <PageHeader
+        crumbs={[{ label: "Home", path: "/" }, { label: "Fetch Requests", path: "/fetch-requests" }, { label: displayTitle }]}
+        title={displayTitle}
+        subtitle="Live pipeline status, progress events, and ambiguity resolution for this import."
+      />
+
+      <Section
+        title="Overview"
+        action={
+          <Chip
+            icon={statusIcons[status] as any}
+            label={status.replace(/_/g, " ")}
+            color={statusColors[status]}
+            sx={{ textTransform: "capitalize" }}
+          />
+        }
+      >
+        <Box sx={{ display: "flex", alignItems: "center", gap: 2, mb: 2, flexWrap: "wrap" }}>
+          <Chip
+            label={"path" in (req.source ?? {}) ? "File" : "Email"}
+            size="small"
+            variant="outlined"
+            color={"path" in (req.source ?? {}) ? "primary" : "secondary"}
+          />
+          <Typography variant="caption" color="text.secondary">
+            ID: {req.id}
+          </Typography>
+        </Box>
+
+        <Box sx={{ display: "flex", gap: 4, flexWrap: "wrap", mb: 2 }}>
+          {detailFields.map((field) => {
+            const value = req[field.name];
+            let fmt = resource?.displayFormat;
+            if (field.fk && typeof value === "object" && value != null) {
+              const target = allResources.find((r) => r.name === field.fk!.resource);
+              if (target) fmt = target.displayFormat;
+            }
+            return (
+              <DetailFieldRenderer
+                key={field.name}
+                field={field}
+                value={value}
+                displayFormat={fmt}
+              />
+            );
+          })}
+        </Box>
+
+        <Divider sx={{ my: 2 }} />
+
+        <Box sx={{ display: "flex", alignItems: "center", gap: 2 }}>
+          <Box sx={{ flex: 1, maxWidth: 300 }}>
+            <Typography variant="caption" color="text.secondary">
+              Retries: {retryCount}/{RETRY_MAX}
+            </Typography>
+          </Box>
+          {status === "failed" && !isRetryExhausted && (
+            <Button
+              variant="outlined"
+              size="small"
+              startIcon={<ReplayIcon />}
+              onClick={handleRetry}
+              disabled={retrying}
+            >
+              Retry
+            </Button>
+          )}
+          <Tooltip title={status === "processing" ? "Cannot delete while processing" : "Delete fetch request"}>
+            <span>
+              <Button
+                variant="outlined"
+                size="small"
+                color="error"
+                startIcon={<DeleteOutlineIcon />}
+                onClick={handleDelete}
+                disabled={deleting || status === "processing"}
+              >
+                Delete
+              </Button>
+            </span>
+          </Tooltip>
+        </Box>
+      </Section>
+
+      {status === "failed" && req.error_message && (
+        <Alert severity="error" sx={{ mb: 3, borderRadius: 2 }}>
+          {req.error_message}
+        </Alert>
+      )}
+      {isRetryExhausted && status === "failed" && (
+        <Alert severity="info" sx={{ mb: 3, borderRadius: 2 }}>
+          Max retries reached — no further retry attempts will be made.
+        </Alert>
+      )}
+
+      <PipelineStepper
+        fetchRequest={req}
+        sseEvents={sseEvents}
+        stepStats={stepStats}
+        liveParsedCount={liveParsedCount ?? 0}
+      />
+
+      <Section
+        title="Progress Events"
+        action={
+          <Box sx={{ display: "flex", alignItems: "center", gap: 1 }}>
+            <Box
+              sx={{
+                width: 8,
+                height: 8,
+                borderRadius: "50%",
+                bgcolor: sseConnected ? "success.main" : "error.main",
+              }}
+            />
+            <Typography variant="caption" color="text.secondary">
+              {sseConnected ? "Connected" : "Disconnected"}
+            </Typography>
+          </Box>
+        }
+      >
+        <Box
+          ref={feedRef}
+          sx={{
+            maxHeight: 300,
+            overflowY: "auto",
+            display: "flex",
+            flexDirection: "column",
+            gap: 1,
+            pr: 0.5,
+          }}
+        >
+          {displayEvents.length === 0 ? (
+            <Typography variant="body2" color="text.disabled" sx={{ textAlign: "center", py: 2 }}>
+              Waiting for events...
+            </Typography>
+          ) : (
+            displayEvents.map((evt, i) => (
+              <Box
+                key={i}
+                sx={{
+                  display: "flex",
+                  alignItems: "center",
+                  gap: 1.5,
+                  p: 1.25,
+                  borderRadius: 2,
+                  bgcolor: "action.hover",
+                }}
+              >
+                {sseIcon(evt.status)}
+                <Box sx={{ flex: 1 }}>
+                  <Typography variant="body2" fontWeight={600}>
+                    {evt.step.replace(/_/g, " ")}
+                  </Typography>
+                  {evt.message && formatProgressMessage(evt.message) && (
+                    <Typography variant="caption" color="text.secondary">
+                      {formatProgressMessage(evt.message)}
+                    </Typography>
+                  )}
+                </Box>
+              </Box>
+            ))
+          )}
+        </Box>
+      </Section>
+
+      <AmbiguityResolver fetchRequestId={id!} />
+    </Container>
+  );
+}

src/FetchRequest/components/AmbiguityResolver.tsx

@@ -0,0 +1,121 @@
+import React from "react";
+import {
+  Box,
+  Paper,
+  Typography,
+  Button,
+  Alert,
+} from "@mui/material";
+import CheckCircleIcon from "@mui/icons-material/CheckCircle";
+import { useFetchRequestAmbiguities, useResolveAmbiguity } from "../../features/fetch-requests";
+
+interface AmbiguityResolverProps {
+  fetchRequestId: string;
+}
+
+export function AmbiguityResolver({ fetchRequestId }: AmbiguityResolverProps) {
+  const { data: ambiguities, refetch } = useFetchRequestAmbiguities(fetchRequestId);
+  const resolveMutation = useResolveAmbiguity();
+
+  const handleResolve = async (ambiguity: any, candidate: { amount: number; balance: number }) => {
+    await resolveMutation.mutateAsync({
+      ambiguityId: ambiguity.id,
+      payload: { chosen: { amount: candidate.amount, balance: candidate.balance } },
+    });
+    refetch();
+  };
+
+  if (!ambiguities || ambiguities.length === 0) return null;
+
+  const allResolved = ambiguities.every((a: any) => a.status === "resolved");
+
+  return (
+    <Paper sx={{ p: 3, borderRadius: 4, mb: 3 }} variant="outlined">
+      <Typography variant="subtitle1" fontWeight={600} gutterBottom>
+        Ambiguity Resolution
+      </Typography>
+
+      {allResolved ? (
+        <Alert severity="success" sx={{ mb: 2, borderRadius: 2 }}>
+          All ambiguities resolved — pipeline will resume on next poll cycle
+        </Alert>
+      ) : (
+        <Alert severity="warning" sx={{ mb: 2, borderRadius: 2 }}>
+          Pipeline paused — resolve ambiguities to continue
+        </Alert>
+      )}
+
+      <Box sx={{ display: "flex", flexDirection: "column", gap: 2 }}>
+        {ambiguities.map((ambiguity: any) => {
+          const isResolved = ambiguity.status === "resolved";
+          return (
+            <Paper
+              key={ambiguity.id}
+              sx={{
+                p: 2,
+                borderRadius: 3,
+                border: 1,
+                borderColor: isResolved ? "success.main" : "divider",
+                opacity: isResolved ? 0.8 : 1,
+              }}
+              variant="outlined"
+            >
+              <Box sx={{ fontFamily: "monospace", fontSize: "0.85rem", mb: 1.5, p: 1, bgcolor: "grey.900", borderRadius: 1, color: "grey.100" }}>
+                {ambiguity.line}
+              </Box>
+
+              <Box sx={{ display: "flex", gap: 3, mb: 1.5, flexWrap: "wrap" }}>
+                <Box>
+                  <Typography variant="caption" color="text.secondary">OCR Amount</Typography>
+                  <Typography variant="body2" sx={{ textDecoration: "line-through", color: "text.secondary" }}>
+                    ₹{ambiguity.ocr_amount}
+                  </Typography>
+                </Box>
+                <Box>
+                  <Typography variant="caption" color="text.secondary">OCR Balance</Typography>
+                  <Typography variant="body2" sx={{ textDecoration: "line-through", color: "text.secondary" }}>
+                    ₹{ambiguity.ocr_balance}
+                  </Typography>
+                </Box>
+                <Box>
+                  <Typography variant="caption" color="text.secondary">Previous Balance</Typography>
+                  <Typography variant="body2">₹{ambiguity.prev_balance}</Typography>
+                </Box>
+              </Box>
+
+              {isResolved ? (
+                <Alert severity="success" sx={{ py: 0.5, borderRadius: 2 }} icon={<CheckCircleIcon />}>
+                  Resolved: ₹{ambiguity.chosen?.amount} / ₹{ambiguity.chosen?.balance}
+                </Alert>
+              ) : (
+                <Box sx={{ display: "flex", gap: 1, flexWrap: "wrap" }}>
+                  {ambiguity.candidates.map((candidate: any, ci: number) => {
+                    const isCredit = candidate.amount > 0;
+                    const isDebit = candidate.amount < 0;
+                    const cColor = isCredit ? "success.main" : isDebit ? "error.main" : undefined;
+                    return (
+                      <Button
+                        key={ci}
+                        variant="outlined"
+                        size="small"
+                        onClick={() => handleResolve(ambiguity, candidate)}
+                        disabled={resolveMutation.isPending}
+                        sx={{
+                          borderColor: cColor,
+                          color: cColor,
+                          "&:hover": cColor ? { borderColor: cColor } : undefined,
+                        }}
+                      >
+                        ₹{candidate.amount} / ₹{candidate.balance}
+                      </Button>
+                    );
+                  })}
+                </Box>
+              )}
+            </Paper>
+          );
+        })}
+      </Box>
+    </Paper>
+  );
+}

src/FetchRequest/components/PipelineStepper.tsx

@@ -0,0 +1,214 @@
+import React, { useMemo } from "react";
+import {
+  Box,
+  Paper,
+  Typography,
+  Stepper,
+  Step,
+  StepLabel,
+  LinearProgress,
+} from "@mui/material";
+import CheckCircleIcon from "@mui/icons-material/CheckCircle";
+import ErrorIcon from "@mui/icons-material/Error";
+import WarningAmberIcon from "@mui/icons-material/WarningAmber";
+import CircularProgress from "@mui/material/CircularProgress";
+import type { FetchRequestStatus, SSEEvent, ProgressMessage } from "../../features/fetch-requests";
+
+const STEP_LABELS = ["Extract", "Raw Expense", "Enrich", "Save"];
+
+function computeProgressPercent(
+  status: FetchRequestStatus,
+  liveCount: number,
+  seenSteps: Set<string>,
+  stepStats: Record<string, number>,
+  txnBlockCount: number,
+  txnDictCount: number,
+): number {
+  if (status === "pending") return 0;
+  if (status === "completed") return 100;
+
+  let pct = 0;
+
+  if (
+    seenSteps.has("raw_lines") ||
+    seenSteps.has("txn_blocks")
+  ) {
+    pct += 10;
+  }
+
+  if (txnBlockCount > 0) {
+    const current = Math.max(liveCount, stepStats.txn_dicts ?? 0);
+    pct += Math.min(1, current / txnBlockCount) * 20;
+  }
+
+  if (txnDictCount > 0) {
+    pct += Math.min(1, (stepStats.enrich_count ?? 0) / txnDictCount) * 50;
+    pct += Math.min(1, (stepStats.save_count ?? 0) / txnDictCount) * 20;
+  }
+
+  return Math.round(Math.min(100, pct));
+}
+
+function computeActiveStep(status: FetchRequestStatus, seenSteps: Set<string>): number {
+  if (status === "completed") return STEP_LABELS.length;
+
+  if (seenSteps.has("save_expenses/completed") || seenSteps.has("complete/completed")) return STEP_LABELS.length;
+  if (seenSteps.has("save_expenses") || seenSteps.has("complete")) return 3;
+
+  if (seenSteps.has("enrich/completed")) return 3;
+  if (seenSteps.has("enrich")) return 2;
+
+  if (seenSteps.has("txn_dicts/completed") || status === "raw_expenses_done") return 2;
+  if (seenSteps.has("txn_dicts")) return 1;
+
+  if (seenSteps.has("txn_blocks/completed")) return 1;
+  if (seenSteps.has("raw_lines") || seenSteps.has("txn_blocks")) return 0;
+
+  if (status === "processing" || status === "paused") return 0;
+
+  return -1;
+}
+
+function computeStepMessages(
+  fetchRequest: any,
+  stepStats: Record<string, number>,
+  liveParsedCount: number,
+  txnBlockCount: number,
+): Record<number, string> {
+  const msgs: Record<number, string> = {};
+  const source = fetchRequest?.source;
+
+  const rawLineCount = stepStats.raw_lines ?? (source?.raw_lines?.length ?? 0);
+  if (rawLineCount) msgs[0] = `${rawLineCount}`;
+
+  const sourceDictCount = source?.txn_dict_count ?? source?.txn_dicts_count ?? 0;
+  const dictLive = liveParsedCount ?? stepStats.txn_dicts ?? 0;
+  const dictCurrent = Math.max(dictLive, sourceDictCount);
+  if (dictCurrent && txnBlockCount) msgs[1] = `${dictCurrent}/${txnBlockCount}`;
+  else if (dictCurrent) msgs[1] = `${dictCurrent}`;
+
+  const txnDictDenom = stepStats.txn_dicts ?? sourceDictCount;
+  if (stepStats.enrich_count && txnDictDenom) msgs[2] = `${stepStats.enrich_count}/${txnDictDenom}`;
+  else if (stepStats.enrich_count) msgs[2] = `${stepStats.enrich_count}`;
+
+  if (stepStats.save_count && txnDictDenom) msgs[3] = `${stepStats.save_count}/${txnDictDenom}`;
+  else if (stepStats.save_count) msgs[3] = `${stepStats.save_count}`;
+
+  return msgs;
+}
+
+interface PipelineStepperProps {
+  fetchRequest: any;
+  sseEvents: SSEEvent[];
+  stepStats: Record<string, number>;
+  liveParsedCount: number;
+}
+
+export function PipelineStepper({ fetchRequest, sseEvents, stepStats, liveParsedCount }: PipelineStepperProps) {
+  const status = (fetchRequest?.status ?? "pending") as FetchRequestStatus;
+
+  const seenSteps = useMemo(() => {
+    const steps = new Set<string>();
+    for (const evt of sseEvents) {
+      steps.add(evt.step);
+      if (evt.status === "completed") steps.add(`${evt.step}/completed`);
+      if (evt.status === "failed") steps.add(`${evt.step}/failed`);
+      if (evt.status === "started") steps.add(`${evt.step}/started`);
+      if (evt.status === "progress") steps.add(`${evt.step}/progress`);
+    }
+    return steps;
+  }, [sseEvents]);
+
+  const txnBlockCount = useMemo(() => {
+    const blocks = fetchRequest?.source?.txn_blocks;
+    if (!blocks) return 0;
+    return Object.values(blocks).reduce(
+      (sum: number, list: any) => sum + (Array.isArray(list) ? list.length : 0),
+      0,
+    );
+  }, [fetchRequest]);
+
+  const txnDictCount = useMemo(() => {
+    const source = fetchRequest?.source;
+    if (stepStats.txn_dicts && stepStats.txn_dicts > 0) return stepStats.txn_dicts;
+    return source?.txn_dict_count ?? source?.txn_dicts_count ?? 0;
+  }, [fetchRequest, stepStats]);
+
+  const displayParsedCount = useMemo(() => {
+    if (liveParsedCount && liveParsedCount > 0) return liveParsedCount;
+    const source = fetchRequest?.source;
+    const persistedCount = source?.txn_dict_count ?? source?.txn_dicts_count ?? 0;
+    if (persistedCount > 0) return persistedCount;
+    const dicts = source?.txn_dicts;
+    if (Array.isArray(dicts) && dicts.length > 0) return dicts.length;
+    return 0;
+  }, [liveParsedCount, fetchRequest]);
+
+  const activeStep = computeActiveStep(status, seenSteps);
+  const progressPercent = computeProgressPercent(status, displayParsedCount, seenSteps, stepStats, txnBlockCount, txnDictCount);
+  const stepMessages = computeStepMessages(fetchRequest, stepStats, liveParsedCount, txnBlockCount);
+
+  return (
+    <Paper sx={{ p: 3, borderRadius: 4, mb: 3 }} variant="outlined">
+      <Typography variant="subtitle1" fontWeight={600} gutterBottom>
+        Pipeline Progress
+      </Typography>
+      <Stepper activeStep={activeStep} alternativeLabel>
+        {STEP_LABELS.map((label, index) => {
+          const isCompleted = index < activeStep;
+          const isActive = index === activeStep;
+          const isPaused = status === "paused" && isActive;
+          const isFailed = status === "failed" && isActive;
+
+          let icon: React.ReactNode;
+          if (isCompleted) {
+            icon = <CheckCircleIcon sx={{ color: "success.main" }} />;
+          } else if (isFailed) {
+            icon = <ErrorIcon sx={{ color: "error.main" }} />;
+          } else if (isPaused) {
+            icon = <WarningAmberIcon sx={{ color: "warning.main" }} />;
+          } else if (isActive) {
+            icon = <CircularProgress size={20} />;
+          } else {
+            icon = <Typography variant="caption" color="text.disabled">{index + 1}</Typography>;
+          }
+
+          return (
+            <Step key={label}>
+              <StepLabel
+                StepIconComponent={() => <Box sx={{ display: "flex", alignItems: "center" }}>{icon}</Box>}
+              >
+                <Typography variant="body2" fontWeight={600}>{label}</Typography>
+                {stepMessages[index] && (
+                  <Typography variant="caption" color="text.secondary" sx={{ display: "block", lineHeight: 1.2 }}>
+                    {stepMessages[index]}
+                  </Typography>
+                )}
+              </StepLabel>
+            </Step>
+          );
+        })}
+      </Stepper>
+
+      <Box sx={{ mt: 3, mb: 1 }}>
+        <Box sx={{ display: "flex", alignItems: "center", gap: 2, mb: 0.5 }}>
+          <Typography variant="caption" color="text.secondary">Overall Progress</Typography>
+          {["processing", "paused"].includes(status) && displayParsedCount > 0 && (
+            <Typography variant="caption" fontWeight={600} color="info.main">
+              Validated: {displayParsedCount} transactions
+            </Typography>
+          )}
+        </Box>
+        <LinearProgress
+          variant="determinate"
+          value={progressPercent}
+          color={status === "failed" ? "error" : status === "completed" ? "success" : "primary"}
+          sx={{ borderRadius: 1, height: 8, transition: "width 0.3s ease" }}
+        />
+        <Typography variant="caption" color="text.secondary" sx={{ mt: 0.25, display: "block" }}>
+          {progressPercent}%
+        </Typography>
+      </Box>
+    </Paper>
+  );
+}

src/FetchRequestDetail.tsx

@@ -1,681 +0,0 @@
-import * as React from "react";
-import { useParams, useNavigate } from "react-router-dom";
-import {
-  Box,
-  Container,
-  Paper,
-  Typography,
-  Button,
-  Chip,
-  CircularProgress,
-  Alert,
-  Stepper,
-  Step,
-  StepLabel,
-  StepIcon,
-  LinearProgress,
-  IconButton,
-  Snackbar,
-} from "@mui/material";
-import ArrowBackIcon from "@mui/icons-material/ArrowBack";
-import ReplayIcon from "@mui/icons-material/Replay";
-import CheckCircleIcon from "@mui/icons-material/CheckCircle";
-import ErrorIcon from "@mui/icons-material/Error";
-import WarningAmberIcon from "@mui/icons-material/WarningAmber";
-import PlayArrowIcon from "@mui/icons-material/PlayArrow";
-import RemoveCircleOutlineIcon from "@mui/icons-material/RemoveCircleOutline";
-import FiberManualRecordIcon from "@mui/icons-material/FiberManualRecord";
-import {
-  useFetchRequestAmbiguities,
-  useResolveAmbiguity,
-} from "./features/fetch-requests";
-import type {
-  FetchRequestStatus,
-  SSEEvent,
-  ProgressMessage,
-} from "./features/fetch-requests";
-import { RETRY_MAX, formatApiError } from "./features/fetch-requests";
-import { useAppContext, useResource } from "../react-openapi";
-import { useQuery, useMutation } from "@tanstack/react-query";
-
-const statusColors: Record<FetchRequestStatus, "default" | "primary" | "warning" | "info" | "success" | "error"> = {
-  pending: "default",
-  processing: "info",
-  paused: "warning",
-  raw_expenses_done: "primary",
-  enriched_done: "warning",
-  completed: "success",
-  failed: "error",
-};
-
-const statusIcons: Record<FetchRequestStatus, React.ReactNode> = {
-  pending: <PlayArrowIcon sx={{ fontSize: 16 }} />,
-  processing: <CircularProgress size={14} />,
-  paused: <WarningAmberIcon sx={{ fontSize: 16 }} />,
-  raw_expenses_done: <CheckCircleIcon sx={{ fontSize: 16 }} />,
-  enriched_done: <CheckCircleIcon sx={{ fontSize: 16 }} />,
-  completed: <CheckCircleIcon sx={{ fontSize: 16 }} />,
-  failed: <ErrorIcon sx={{ fontSize: 16 }} />,
-};
-
-function computeProgressPercent(
-  status: FetchRequestStatus,
-  liveCount: number,
-  seenSteps: Set<string>,
-  stepStats: Record<string, number>,
-  txnBlockCount: number,
-  txnDictCount: number,
-): number {
-  if (status === "pending") return 0;
-  if (status === "completed") return 100;
-
-  let pct = 0;
-
-  if (seenSteps.has("raw_lines") || seenSteps.has("txn_blocks")) pct += 10;
-
-  if (txnBlockCount > 0) {
-    const current = Math.max(liveCount, stepStats.txn_dicts ?? 0);
-    pct += Math.min(1, current / txnBlockCount) * 20;
-  }
-
-  if (txnDictCount > 0) {
-    pct += Math.min(1, (stepStats.enrich_count ?? 0) / txnDictCount) * 50;
-    pct += Math.min(1, (stepStats.save_count ?? 0) / txnDictCount) * 20;
-  }
-
-  return Math.round(Math.min(100, pct));
-}
-
-const stepLabels = ["Extract", "Raw Expense", "Enrich", "Save"];
-
-function computeActiveStep(status: FetchRequestStatus, seenSteps: Set<string>): number {
-  if (status === "completed") return stepLabels.length;
-
-  if (seenSteps.has("save_expenses/completed") || seenSteps.has("complete/completed")) return stepLabels.length;
-  if (seenSteps.has("save_expenses") || seenSteps.has("complete")) return 3;
-
-  if (seenSteps.has("enrich/completed")) return 3;
-  if (seenSteps.has("enrich")) return 2;
-
-  if (seenSteps.has("txn_dicts/completed") || status === "raw_expenses_done") return 2;
-  if (seenSteps.has("txn_dicts")) return 1;
-
-  if (seenSteps.has("txn_blocks/completed")) return 1;
-  if (seenSteps.has("raw_lines") || seenSteps.has("txn_blocks")) return 0;
-
-  if (status === "processing" || status === "paused") return 0;
-
-  return -1;
-}
-
-function formatProgressMessage(msg: ProgressMessage): string {
-  if (msg.lines !== undefined) return `${msg.lines} lines`;
-  if (msg.blocks !== undefined) return `${msg.blocks} blocks`;
-  if (msg.count !== undefined && msg.unit) return `${msg.count} ${msg.unit}`;
-  if (msg.count !== undefined) return `${msg.count} items`;
-  if (msg.raw_ocr_line) return `"${msg.raw_ocr_line.slice(0, 60)}${msg.raw_ocr_line.length > 60 ? "…" : ""}"`;
-  if (msg.error) return msg.error.slice(0, 80);
-  return "";
-}
-
-function sseIcon(status: SSEEvent["status"]) {
-  switch (status) {
-    case "started": return <CircularProgress size={14} />;
-    case "completed": return <CheckCircleIcon sx={{ fontSize: 16, color: "success.main" }} />;
-    case "failed": return <ErrorIcon sx={{ fontSize: 16, color: "error.main" }} />;
-    case "skipped": return <RemoveCircleOutlineIcon sx={{ fontSize: 16, color: "text.disabled" }} />;
-    case "paused": return <WarningAmberIcon sx={{ fontSize: 16, color: "warning.main" }} />;
-    case "progress": return (
-      <FiberManualRecordIcon
-        sx={{ fontSize: 14, color: "info.main" }}
-      />
-    );
-  }
-}
-
-function isMathValid(candidate: { amount: number; balance: number }, prevBalance: number) {
-  return (
-    candidate.balance === prevBalance + candidate.amount ||
-    candidate.balance === prevBalance - candidate.amount ||
-    Math.abs(candidate.balance - (prevBalance + candidate.amount)) < 0.01 ||
-    Math.abs(candidate.balance - (prevBalance - candidate.amount)) < 0.01
-  );
-}
-
-export default function FetchRequestDetail() {
-  const { id } = useParams<{ id: string }>();
-  const navigate = useNavigate();
-  const { config } = useAppContext();
-  const { get, update } = useResource("fetch-requests");
-
-  const { data: fetchRequest, isLoading, error: fetchError, refetch: refetchRequest } = useQuery({
-    queryKey: ["fetch-requests", "detail", id],
-    queryFn: () => get(id!),
-    enabled: !!id,
-  });
-  const updateMutation = useMutation({
-    mutationFn: ({ id: rid, data }: { id: string; data: any }) => update(rid, data),
-  });
-  const resolveMutation = useResolveAmbiguity();
-  const { data: ambiguities, refetch: refetchAmbiguities } = useFetchRequestAmbiguities(id!);
-
-  const [sseEvents, setSseEvents] = React.useState<SSEEvent[]>([]);
-  const [sseConnected, setSseConnected] = React.useState(false);
-  const [liveParsedCount, setLiveParsedCount] = React.useState<number | undefined>(undefined);
-  const [stepStats, setStepStats] = React.useState<Record<string, number>>({});
-  const [failNotif, setFailNotif] = React.useState<string | null>(null);
-  const sseRef = React.useRef<EventSource | null>(null);
-  const feedRef = React.useRef<HTMLDivElement>(null);
-
-  const txnBlockCount = React.useMemo(() => {
-    const blocks = (fetchRequest as any)?.source?.txn_blocks;
-    if (!blocks) return 0;
-    return Object.values(blocks).reduce(
-      (sum: number, list: any) => sum + (Array.isArray(list) ? list.length : 0),
-      0,
-    );
-  }, [fetchRequest]);
-
-  const stepMessages = React.useMemo(() => {
-    const msgs: Record<number, string> = {};
-    const source = (fetchRequest as any)?.source;
-
-    const rawLineCount = stepStats.raw_lines ?? (source?.raw_lines?.length ?? 0);
-    if (rawLineCount) msgs[0] = `${rawLineCount}`;
-
-    const sourceDictCount = source?.txn_dict_count ?? source?.txn_dicts_count ?? 0;
-    const dictLive = liveParsedCount ?? stepStats.txn_dicts ?? 0;
-    const dictCurrent = Math.max(dictLive, sourceDictCount);
-    if (dictCurrent && txnBlockCount) msgs[1] = `${dictCurrent}/${txnBlockCount}`;
-    else if (dictCurrent) msgs[1] = `${dictCurrent}`;
-
-    const txnDictDenom = stepStats.txn_dicts ?? sourceDictCount;
-    if (stepStats.enrich_count && txnDictDenom) msgs[2] = `${stepStats.enrich_count}/${txnDictDenom}`;
-    else if (stepStats.enrich_count) msgs[2] = `${stepStats.enrich_count}`;
-
-    if (stepStats.save_count && txnDictDenom) msgs[3] = `${stepStats.save_count}/${txnDictDenom}`;
-    else if (stepStats.save_count) msgs[3] = `${stepStats.save_count}`;
-
-    return msgs;
-  }, [fetchRequest, stepStats, liveParsedCount, txnBlockCount]);
-
-  React.useEffect(() => {
-    if (!id || !config?.baseApiUrl) return;
-    const url = `${config.baseApiUrl}/fetch-requests/${id}/events`;
-    const es = new EventSource(url);
-    sseRef.current = es;
-
-    es.onopen = () => setSseConnected(true);
-    es.onerror = () => setSseConnected(false);
-    es.onmessage = (event) => {
-      try {
-        const parsed: SSEEvent = JSON.parse(event.data);
-        setSseEvents((prev) => [...prev, parsed]);
-
-        if (parsed.status === "progress" && parsed.message.count !== undefined) {
-          if (parsed.step === "txn_dicts") setLiveParsedCount(parsed.message.count);
-          if (parsed.step === "enrich") setStepStats((prev) => ({ ...prev, enrich_count: parsed.message.count! }));
-          if (parsed.step === "save_expenses") setStepStats((prev) => ({ ...prev, save_count: parsed.message.count! }));
-        }
-
-        if (parsed.status === "completed" && parsed.message.count !== undefined) {
-          const stats: Record<string, number> = {};
-          if (parsed.step === "raw_lines" && parsed.message.lines !== undefined) stats.raw_lines = parsed.message.lines;
-          if (parsed.step === "txn_blocks" && parsed.message.blocks !== undefined) stats.txn_blocks = parsed.message.blocks;
-          if (parsed.step === "txn_dicts") stats.txn_dicts = parsed.message.count;
-          if (parsed.step === "enrich") stats.enrich_count = parsed.message.count;
-          if (parsed.step === "save_expenses") stats.save_count = parsed.message.count;
-          if (Object.keys(stats).length) {
-            setStepStats((prev) => ({ ...prev, ...stats }));
-          }
-        }
-
-        if (parsed.status === "paused") {
-          refetchRequest();
-          refetchAmbiguities();
-        }
-        if (parsed.status === "failed") {
-          setFailNotif(parsed.message.error || "Fetch request failed");
-          refetchRequest();
-        }
-        if (parsed.status === "completed" || parsed.step === "resume_extract") {
-          refetchRequest();
-        }
-      } catch {
-        // ignore malformed events
-      }
-    };
-
-    return () => {
-      es.close();
-      sseRef.current = null;
-    };
-  }, [id, config?.baseApiUrl]);
-
-  React.useEffect(() => {
-    if (feedRef.current) {
-      feedRef.current.scrollTop = feedRef.current.scrollHeight;
-    }
-  }, [sseEvents]);
-
-  const displayEvents = React.useMemo(() => {
-    const progressSteps = new Set(["txn_dicts", "enrich", "save_expenses"]);
-    const lastProgressIdx: Record<string, number> = {};
-    for (let i = sseEvents.length - 1; i >= 0; i--) {
-      const e = sseEvents[i];
-      if (progressSteps.has(e.step) && e.status === "progress" && lastProgressIdx[e.step] === undefined) {
-        lastProgressIdx[e.step] = i;
-      }
-    }
-
-    const terminalStatuses = new Set(["completed", "skipped", "paused", "failed"]);
-    return sseEvents.filter((e, i) => {
-      if (progressSteps.has(e.step) && e.status === "progress") return i === lastProgressIdx[e.step];
-      if (e.status === "started") {
-        return !sseEvents.slice(i + 1).some(
-          (later) => later.step === e.step && terminalStatuses.has(later.status),
-        );
-      }
-      return true;
-    });
-  }, [sseEvents]);
-
-  const seenSteps = React.useMemo(() => {
-    const steps = new Set<string>();
-    for (const evt of sseEvents) {
-      steps.add(evt.step);
-      if (evt.status === "completed") steps.add(`${evt.step}/completed`);
-      if (evt.status === "failed") steps.add(`${evt.step}/failed`);
-      if (evt.status === "started") steps.add(`${evt.step}/started`);
-      if (evt.status === "progress") steps.add(`${evt.step}/progress`);
-    }
-    return steps;
-  }, [sseEvents]);
-
-  const displayParsedCount = React.useMemo(() => {
-    if (liveParsedCount && liveParsedCount > 0) return liveParsedCount;
-    const source = (fetchRequest as any)?.source;
-    const persistedCount = source?.txn_dict_count ?? source?.txn_dicts_count ?? 0;
-    if (persistedCount > 0) return persistedCount;
-    const dicts = source?.txn_dicts;
-    if (Array.isArray(dicts) && dicts.length > 0) return dicts.length;
-    return 0;
-  }, [liveParsedCount, fetchRequest]);
-
-  const txnDictCount = React.useMemo(() => {
-    const source = (fetchRequest as any)?.source;
-    if (stepStats.txn_dicts && stepStats.txn_dicts > 0) return stepStats.txn_dicts;
-    return source?.txn_dict_count ?? source?.txn_dicts_count ?? 0;
-  }, [fetchRequest, stepStats]);
-
-  const progressPercent = React.useMemo(
-    () => computeProgressPercent(
-      (fetchRequest as any)?.status as FetchRequestStatus ?? "pending",
-      displayParsedCount,
-      seenSteps,
-      stepStats,
-      txnBlockCount,
-      txnDictCount,
-    ),
-    [fetchRequest, displayParsedCount, seenSteps, stepStats, txnBlockCount, txnDictCount],
-  );
-
-  const handleRetry = async () => {
-    if (!id) return;
-    try {
-      await updateMutation.mutateAsync({ id, data: { status: "pending" } });
-    } catch (err: any) {
-      setFailNotif(formatApiError(err));
-    }
-  };
-
-  const handleResolve = async (ambiguity: any, candidate: { amount: number; balance: number }) => {
-    await resolveMutation.mutateAsync({
-      ambiguityId: ambiguity.id,
-      payload: { chosen: { amount: candidate.amount, balance: candidate.balance } },
-    });
-    refetchAmbiguities();
-  };
-
-  if (isLoading) {
-    return (
-      <Box sx={{ display: "flex", justifyContent: "center", p: 8 }}>
-        <CircularProgress />
-      </Box>
-    );
-  }
-
-  if (fetchError || !fetchRequest) {
-    return (
-      <Container sx={{ mt: 4 }}>
-        <Button startIcon={<ArrowBackIcon />} onClick={() => navigate("/fetch-requests")} sx={{ mb: 2 }}>
-          Back
-        </Button>
-        <Alert severity="error">Failed to load fetch request</Alert>
-      </Container>
-    );
-  }
-
-  const req = fetchRequest as any;
-  const activeStep = computeActiveStep(req.status as FetchRequestStatus, seenSteps);
-  const retryCount = req.retry_count ?? 0;
-  const isRetryExhausted = retryCount >= RETRY_MAX;
-  const pendingAmbiguities = ambiguities?.filter((a: any) => a.status === "pending") ?? [];
-  const resolvedAmbiguities = ambiguities?.filter((a: any) => a.status === "resolved") ?? [];
-  const hasAmbiguities = ambiguities && ambiguities.length > 0;
-  const allResolved = hasAmbiguities && pendingAmbiguities.length === 0;
-  const ambiguitiesLoading = !ambiguities;
-
-  return (
-    <Container sx={{ mt: 4, mb: 4 }}>
-      <Button startIcon={<ArrowBackIcon />} onClick={() => navigate("/fetch-requests")} sx={{ mb: 2 }}>
-        Back to Fetch Requests
-      </Button>
-
-      <Paper sx={{ p: 3, borderRadius: 4, mb: 3 }} variant="outlined">
-        <Box sx={{ display: "flex", alignItems: "center", gap: 2, mb: 2, flexWrap: "wrap" }}>
-          <Chip
-            icon={statusIcons[req.status as FetchRequestStatus] as any}
-            label={req.status.replace(/_/g, " ")}
-            color={statusColors[req.status as FetchRequestStatus]}
-          />
-          <Typography variant="h6" fontWeight={600}>{req.account_name}</Typography>
-          <Chip
-            label={"path" in req.source ? "File" : "Email"}
-            size="small"
-            variant="outlined"
-            color={"path" in req.source ? "primary" : "secondary"}
-          />
-        </Box>
-
-        <Box sx={{ display: "flex", gap: 4, flexWrap: "wrap", mb: 2 }}>
-          <Box>
-            <Typography variant="caption" color="text.secondary">Date Range</Typography>
-            <Typography variant="body2">
-              {(req as any).start_date ? new Date((req as any).start_date).toLocaleDateString() : "?"} → {(req as any).end_date ? new Date((req as any).end_date).toLocaleDateString() : "?"}
-            </Typography>
-          </Box>
-          <Box>
-            <Typography variant="caption" color="text.secondary">Created</Typography>
-            <Typography variant="body2">{new Date(req.created_at).toLocaleString()}</Typography>
-          </Box>
-          {req.completed_at && (
-            <Box>
-              <Typography variant="caption" color="text.secondary">Completed</Typography>
-              <Typography variant="body2">{new Date(req.completed_at).toLocaleString()}</Typography>
-            </Box>
-          )}
-        </Box>
-
-        <Box sx={{ mb: 2 }}>
-          <Box sx={{ display: "flex", alignItems: "center", gap: 2, mb: 0.5 }}>
-            <Typography variant="caption" color="text.secondary">
-              Overall Progress
-            </Typography>
-            {["processing", "paused"].includes(req.status) && displayParsedCount > 0 && (
-              <Typography variant="caption" fontWeight={600} color="info.main">
-                Validated: {displayParsedCount} transactions
-              </Typography>
-            )}
-          </Box>
-          <LinearProgress
-            variant="determinate"
-            value={progressPercent}
-            color={req.status === "failed" ? "error" : req.status === "completed" ? "success" : "primary"}
-            sx={{ borderRadius: 1, height: 8, transition: "width 0.3s ease" }}
-          />
-          <Typography variant="caption" color="text.secondary" sx={{ mt: 0.25, display: "block" }}>
-            {progressPercent}%
-          </Typography>
-        </Box>
-
-        <Box sx={{ display: "flex", alignItems: "center", gap: 2 }}>
-          <Box sx={{ flex: 1, maxWidth: 300 }}>
-            <Typography variant="caption" color="text.secondary">
-              Retries: {retryCount}/{RETRY_MAX}
-            </Typography>
-            <LinearProgress
-              variant="determinate"
-              value={(retryCount / RETRY_MAX) * 100}
-              color={isRetryExhausted ? "error" : "primary"}
-              sx={{ mt: 0.5, borderRadius: 1, height: 6 }}
-            />
-          </Box>
-          {req.status === "failed" && !isRetryExhausted && (
-            <Button
-              variant="outlined"
-              size="small"
-              startIcon={<ReplayIcon />}
-              onClick={handleRetry}
-              disabled={updateMutation.isPending}
-            >
-              Retry
-            </Button>
-          )}
-        </Box>
-      </Paper>
-
-      {req.status === "failed" && req.error_message && (
-        <Alert severity="error" sx={{ mb: 3, borderRadius: 2 }}>
-          {req.error_message}
-        </Alert>
-      )}
-
-      {isRetryExhausted && req.status === "failed" && (
-        <Alert severity="info" sx={{ mb: 3, borderRadius: 2 }}>
-          Max retries reached — no further retry attempts will be made.
-        </Alert>
-      )}
-
-      <Paper sx={{ p: 3, borderRadius: 4, mb: 3 }} variant="outlined">
-        <Typography variant="subtitle1" fontWeight={600} gutterBottom>
-          Pipeline Progress
-        </Typography>
-        <Stepper activeStep={activeStep} alternativeLabel>
-          {stepLabels.map((label, index) => {
-            const isCompleted = index < activeStep;
-            const isActive = index === activeStep;
-            const isPaused = req.status === "paused" && isActive;
-            const isFailed = req.status === "failed" && isActive;
-
-            let icon: React.ReactNode;
-            if (isCompleted) {
-              icon = <CheckCircleIcon sx={{ color: "success.main" }} />;
-            } else if (isFailed) {
-              icon = <ErrorIcon sx={{ color: "error.main" }} />;
-            } else if (isPaused) {
-              icon = <WarningAmberIcon sx={{ color: "warning.main" }} />;
-            } else if (isActive) {
-              icon = <CircularProgress size={20} />;
-            } else {
-              icon = <Typography variant="caption" color="text.disabled">{index + 1}</Typography>;
-            }
-
-            const stepMsg = stepMessages[index];
-
-            return (
-              <Step key={label}>
-                <StepLabel
-                  StepIconComponent={() => <Box sx={{ display: "flex", alignItems: "center" }}>{icon}</Box>}
-                >
-                  <Typography variant="body2" fontWeight={600}>{label}</Typography>
-                  {stepMsg && (
-                    <Typography variant="caption" color="text.secondary" sx={{ display: "block", lineHeight: 1.2 }}>
-                      {stepMsg}
-                    </Typography>
-                  )}
-                </StepLabel>
-              </Step>
-            );
-          })}
-        </Stepper>
-      </Paper>
-
-      <Paper sx={{ borderRadius: 4, mb: 3 }} variant="outlined">
-        <Box sx={{ display: "flex", alignItems: "center", gap: 1, p: 2, pb: 0 }}>
-          <Typography variant="subtitle1" fontWeight={600} sx={{ flex: 1 }}>
-            Progress Events
-          </Typography>
-          <Box
-            sx={{
-              width: 10,
-              height: 10,
-              borderRadius: "50%",
-              bgcolor: sseConnected ? "success.main" : "error.main",
-              flexShrink: 0,
-            }}
-          />
-          <Typography variant="caption" color="text.secondary">
-            {sseConnected ? "Connected" : "Disconnected"}
-          </Typography>
-        </Box>
-        <Box
-          ref={feedRef}
-          sx={{
-            maxHeight: 300,
-            overflowY: "auto",
-            p: 2,
-            display: "flex",
-            flexDirection: "column",
-            gap: 1,
-          }}
-        >
-          {displayEvents.length === 0 ? (
-            <Typography variant="body2" color="text.disabled" sx={{ textAlign: "center", py: 2 }}>
-              Waiting for events...
-            </Typography>
-          ) : (
-            displayEvents.map((evt, i) => (
-              <Box
-                key={i}
-                sx={{
-                  display: "flex",
-                  alignItems: "center",
-                  gap: 1.5,
-                  p: 1,
-                  borderRadius: 2,
-                  bgcolor: "action.hover",
-                }}
-              >
-                {sseIcon(evt.status)}
-                <Box sx={{ flex: 1 }}>
-                  <Typography variant="body2" fontWeight={600}>
-                    {evt.step.replace(/_/g, " ")}
-                  </Typography>
-                  {evt.message && formatProgressMessage(evt.message) && (
-                    <Typography variant="caption" color="text.secondary">
-                      {formatProgressMessage(evt.message)}
-                    </Typography>
-                  )}
-                </Box>
-                <Typography variant="caption" color="text.disabled">
-                  {new Date().toLocaleTimeString()}
-                </Typography>
-              </Box>
-            ))
-          )}
-        </Box>
-      </Paper>
-
-      {hasAmbiguities && (
-        <Paper sx={{ p: 3, borderRadius: 4, mb: 3 }} variant="outlined">
-          <Typography variant="subtitle1" fontWeight={600} gutterBottom>
-            Ambiguity Resolution
-          </Typography>
-
-          {allResolved ? (
-            <Alert severity="success" sx={{ mb: 2, borderRadius: 2 }}>
-              All ambiguities resolved — pipeline will resume on next poll cycle
-            </Alert>
-          ) : (
-            <Alert severity="warning" sx={{ mb: 2, borderRadius: 2 }}>
-              Pipeline paused — resolve ambiguities to continue
-            </Alert>
-          )}
-
-          <Box sx={{ display: "flex", flexDirection: "column", gap: 2 }}>
-            {ambiguities.map((ambiguity: any) => {
-              const isResolved = ambiguity.status === "resolved";
-              return (
-                <Paper
-                  key={ambiguity.id}
-                  sx={{
-                    p: 2,
-                    borderRadius: 3,
-                    border: 1,
-                    borderColor: isResolved ? "success.main" : "divider",
-                    opacity: isResolved ? 0.8 : 1,
-                  }}
-                  variant="outlined"
-                >
-                  <Box sx={{ fontFamily: "monospace", fontSize: "0.85rem", mb: 1.5, p: 1, bgcolor: "grey.900", borderRadius: 1, color: "grey.100" }}>
-                    {ambiguity.line}
-                  </Box>
-
-                  <Box sx={{ display: "flex", gap: 3, mb: 1.5, flexWrap: "wrap" }}>
-                    <Box>
-                      <Typography variant="caption" color="text.secondary">OCR Amount</Typography>
-                      <Typography variant="body2" sx={{ textDecoration: "line-through", color: "text.secondary" }}>
-                        ₹{ambiguity.ocr_amount}
-                      </Typography>
-                    </Box>
-                    <Box>
-                      <Typography variant="caption" color="text.secondary">OCR Balance</Typography>
-                      <Typography variant="body2" sx={{ textDecoration: "line-through", color: "text.secondary" }}>
-                        ₹{ambiguity.ocr_balance}
-                      </Typography>
-                    </Box>
-                    <Box>
-                      <Typography variant="caption" color="text.secondary">Previous Balance</Typography>
-                      <Typography variant="body2">₹{ambiguity.prev_balance}</Typography>
-                    </Box>
-                  </Box>
-
-                  {isResolved ? (
-                    <Alert severity="success" sx={{ py: 0.5, borderRadius: 2 }} icon={<CheckCircleIcon />}>
-                      Resolved: ₹{ambiguity.chosen?.amount} / ₹{ambiguity.chosen?.balance}
-                    </Alert>
-                  ) : (
-                    <Box sx={{ display: "flex", gap: 1, flexWrap: "wrap" }}>
-                      {ambiguity.candidates.map((candidate: any, ci: number) => {
-                        const isCredit = candidate.amount > 0;
-                        const isDebit = candidate.amount < 0;
-                        const cColor = isCredit ? "success.main" : isDebit ? "error.main" : undefined;
-                        return (
-                          <Button
-                            key={ci}
-                            variant="outlined"
-                            size="small"
-                            onClick={() => handleResolve(ambiguity, candidate)}
-                            disabled={resolveMutation.isPending}
-                            sx={{
-                              borderColor: cColor,
-                              color: cColor,
-                              "&:hover": cColor ? { borderColor: cColor } : undefined,
-                            }}
-                          >
-                            ₹{candidate.amount} / ₹{candidate.balance}
-                          </Button>
-                        );
-                      })}
-                    </Box>
-                  )}
-                </Paper>
-              );
-            })}
-          </Box>
-      </Paper>
-    )}
-    <Snackbar
-      open={!!failNotif}
-      autoHideDuration={6000}
-      onClose={() => setFailNotif(null)}
-      anchorOrigin={{ vertical: "bottom", horizontal: "center" }}
-    >
-      <Alert severity="error" onClose={() => setFailNotif(null)} sx={{ borderRadius: 2 }}>
-        {failNotif}
-      </Alert>
-    </Snackbar>
-    </Container>
-  );
-}

src/FetchRequests.tsx

@@ -1,619 +0,0 @@
-import * as React from "react";
-import {
-  Box,
-  Container,
-  Paper,
-  Typography,
-  Button,
-  ToggleButtonGroup,
-  ToggleButton,
-  Chip,
-  IconButton,
-  CircularProgress,
-  Alert,
-  Snackbar,
-  Dialog,
-  DialogTitle,
-  DialogContent,
-  DialogContentText,
-  DialogActions,
-  Tooltip,
-  TextField,
-  Select,
-  MenuItem,
-  InputLabel,
-  FormControl,
-  OutlinedInput,
-  Autocomplete,
-} 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 ContentCopyIcon from "@mui/icons-material/ContentCopy";
-import ReplayIcon from "@mui/icons-material/Replay";
-import CheckCircleIcon from "@mui/icons-material/CheckCircle";
-import ErrorIcon from "@mui/icons-material/Error";
-import ScheduleIcon from "@mui/icons-material/Schedule";
-import HourglassEmptyIcon from "@mui/icons-material/HourglassEmpty";
-import WarningAmberIcon from "@mui/icons-material/WarningAmber";
-import {
-  useUploadFile,
-} from "./features/fetch-requests";
-import type {
-  FetchRequest,
-  FetchRequestStatus,
-  FileSource,
-  EmailSource,
-} from "./features/fetch-requests";
-import { RETRY_MAX, formatApiError } from "./features/fetch-requests";
-import { useNavigate } from "react-router-dom";
-import { useResource, FormFieldRenderer } from "../react-openapi";
-import type { FieldConfig } from "../react-openapi";
-import { useMutation, useQuery } from "@tanstack/react-query";
-
-const statusColors: Record<FetchRequestStatus, "default" | "primary" | "warning" | "info" | "success" | "error"> = {
-  pending: "default",
-  processing: "info",
-  paused: "warning",
-  raw_expenses_done: "primary",
-  enriched_done: "warning",
-  completed: "success",
-  failed: "error",
-};
-
-const statusIcons: Record<FetchRequestStatus, React.ReactNode> = {
-  pending: <ScheduleIcon sx={{ fontSize: 16 }} />,
-  processing: <CircularProgress size={14} sx={{ mr: 0.5 }} />,
-  paused: <WarningAmberIcon sx={{ fontSize: 16, color: "warning.main" }} />,
-  raw_expenses_done: <HourglassEmptyIcon sx={{ fontSize: 16 }} />,
-  enriched_done: <HourglassEmptyIcon sx={{ fontSize: 16 }} />,
-  completed: <CheckCircleIcon sx={{ fontSize: 16, color: "success.main" }} />,
-  failed: <ErrorIcon sx={{ fontSize: 16, color: "error.main" }} />,
-};
-
-const STATUS_OPTIONS: FetchRequestStatus[] = [
-  "pending",
-  "processing",
-  "paused",
-  "raw_expenses_done",
-  "enriched_done",
-  "completed",
-  "failed",
-];
-
-function formatDate(iso: string) {
-  const d = new Date(iso);
-  return d.toLocaleString();
-}
-
-function formatDateRange(start?: string, end?: string) {
-  if (!start && !end) return "\u2014";
-  const s = start ? new Date(start).toLocaleDateString() : "?";
-  const e = end ? new Date(end).toLocaleDateString() : "?";
-  return `${s} \u2192 ${e}`;
-}
-
-function shortId(fp: string) {
-  return fp.length > 8 ? fp.slice(0, 8) + "\u2026" : fp;
-}
-
-export default function FetchRequests() {
-  const navigate = useNavigate();
-
-  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 [statusFilter, setStatusFilter] = React.useState<string[]>([]);
-  const [accountFilter, setAccountFilter] = React.useState("");
-  const [sourceFilter, setSourceFilter] = React.useState<"all" | "file" | "email">("all");
-
-  const fr = useResource("fetch-requests");
-  const { list, create, update, remove, resource: fetchRes } = fr;
-
-  const { data: listData, isLoading, isFetching, refetch } = useQuery({
-    queryKey: ["fetch-requests", "list", { statusFilter, accountFilter, sourceFilter }],
-    queryFn: () => list({
-      ...(statusFilter.length > 0 ? { status: statusFilter.join(",") } : {}),
-      ...(accountFilter ? { account_name: accountFilter } : {}),
-      ...(sourceFilter !== "all" ? { source_type: sourceFilter } : {}),
-    }),
-  });
-
-  const { list: listAccounts } = useResource("accounts");
-  const { data: accountsData } = useQuery({
-    queryKey: ["accounts", "list"],
-    queryFn: () => listAccounts(),
-  });
-  const accountOptions: string[] = React.useMemo(() => {
-    return (accountsData?.items ?? []).map((a: any) => a.name).filter(Boolean);
-  }, [accountsData]);
-
-  const fields = fetchRes?.orderedFields ?? [];
-  const formatField: FieldConfig | undefined = fields.find(f => f.name === "format");
-  const formatOptions: string[] = formatField?.enumValues ?? [];
-  const startDateField: FieldConfig | undefined = fields.find(f => f.name === "start_date");
-  const endDateField: FieldConfig | undefined = fields.find(f => f.name === "end_date");
-  const payorUsernameField: FieldConfig | undefined = fields.find(f => f.name === "payor_username");
-
-  const createMutation = useMutation({
-    mutationFn: (data: any) => create(data),
-  });
-  const updateMutation = useMutation({
-    mutationFn: ({ id, data }: { id: string; data: any }) => update(id, data),
-  });
-  const deleteMutation = useMutation({
-    mutationFn: (id: string) => remove(id),
-  });
-  const uploadMutation = useUploadFile();
-
-  const requests = listData?.items ?? [];
-
-  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: ${result.saved_as}`, severity: "success" });
-    }
-  };
-
-  const handleCreate = async () => {
-    if (!accountName) return;
-
-    let source: FileSource | EmailSource;
-
-    if (sourceType === "file") {
-      if (!uploadedPath || !format) return;
-      source = { path: uploadedPath, format } as FileSource;
-    } else {
-      if (!format) return;
-      const emailSource: EmailSource = { format };
-      if (fromEmail) emailSource.from_email = fromEmail;
-      if (subject) emailSource.subject = subject;
-      if (rawTerms.trim()) emailSource.raw_terms = rawTerms.split(",").map((s) => s.trim()).filter(Boolean);
-      source = emailSource;
-    }
-
-    try {
-      const result = await createMutation.mutateAsync({
-        source,
-        account_name: accountName,
-        payor_username: payorUsername,
-        ...(startDate ? { start_date: new Date(startDate).toISOString() } : {}),
-        ...(endDate ? { end_date: new Date(endDate).toISOString() } : {}),
-      });
-      setSnackbar({ message: "Fetch request created", severity: "success" });
-      resetForm();
-      navigate(`/fetch-requests/${result.id}`);
-    } catch (err: any) {
-      if (err?.response?.status === 409) {
-        setSnackbar({ message: "Duplicate \u2014 same fingerprint already exists", severity: "error" });
-      } else {
-        setSnackbar({ message: formatApiError(err) || "Failed to create fetch request", severity: "error" });
-      }
-    }
-  };
-
-  const resetForm = () => {
-    setAccountName("");
-    setFormat("");
-    setFile(null);
-    setUploadedPath(null);
-    setFromEmail("");
-    setSubject("");
-    setRawTerms("");
-    setStartDate("");
-    setEndDate("");
-  };
-
-  const handleRetry = async (req: FetchRequest) => {
-    try {
-      await updateMutation.mutateAsync({ id: req.id, data: { status: "pending" } });
-      setSnackbar({ message: "Retrying fetch request", severity: "success" });
-    } catch {
-      setSnackbar({ message: "Failed to retry", severity: "error" });
-    }
-  };
-
-  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);
-  };
-
-  const sourceTypeOptions: ("all" | "file" | "email")[] = ["all", "file", "email"];
-
-  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>
-              )}
-              {formatField ? (
-                <FormFieldRenderer
-                  field={formatField}
-                  value={format}
-                  onChange={setFormat}
-                />
-              ) : (
-                <FormControl size="small">
-                  <InputLabel>Format</InputLabel>
-                  <Select value={format} onChange={(e) => setFormat(e.target.value)} label="Format">
-                    {formatOptions.map((opt) => (
-                      <MenuItem key={opt} value={opt}>{opt}</MenuItem>
-                    ))}
-                  </Select>
-                </FormControl>
-              )}
-            </>
-          ) : (
-            <>
-              {formatField ? (
-                <FormFieldRenderer
-                  field={formatField}
-                  value={format}
-                  onChange={setFormat}
-                />
-              ) : (
-                <FormControl size="small">
-                  <InputLabel>Format</InputLabel>
-                  <Select value={format} onChange={(e) => setFormat(e.target.value)} label="Format">
-                    {formatOptions.map((opt) => (
-                      <MenuItem key={opt} value={opt}>{opt}</MenuItem>
-                    ))}
-                  </Select>
-                </FormControl>
-              )}
-              <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" />
-            </>
-          )}
-
-          <Autocomplete
-            options={accountOptions}
-            value={accountName || null}
-            onChange={(_, val) => setAccountName(val ?? "")}
-            renderInput={(params) => (
-              <TextField {...params} label="Account Name" size="small" required />
-            )}
-            sx={{ "& .MuiOutlinedInput-root": { height: "auto", minHeight: "2.5rem" } }}
-          />
-          {payorUsernameField ? (
-            <FormFieldRenderer
-              field={payorUsernameField}
-              value={payorUsername}
-              onChange={setPayorUsername}
-            />
-          ) : (
-            <TextField label="Payor Username" value={payorUsername} onChange={(e) => setPayorUsername(e.target.value)} size="small" helperText="Default: aetos" />
-          )}
-
-          <Box sx={{ display: "flex", gap: 2 }}>
-            {startDateField ? (
-              <Box sx={{ flex: 1 }}>
-                <FormFieldRenderer
-                  field={startDateField}
-                  value={startDate}
-                  onChange={setStartDate}
-                />
-              </Box>
-            ) : (
-              <TextField
-                label="Start Date"
-                type="date"
-                value={startDate}
-                onChange={(e) => setStartDate(e.target.value)}
-                size="small"
-                InputLabelProps={{ shrink: true }}
-                inputProps={{ max: new Date().toISOString().split("T")[0] }}
-                sx={{ flex: 1 }}
-              />
-            )}
-            {endDateField ? (
-              <Box sx={{ flex: 1 }}>
-                <FormFieldRenderer
-                  field={endDateField}
-                  value={endDate}
-                  onChange={setEndDate}
-                />
-              </Box>
-            ) : (
-              <TextField
-                label="End Date"
-                type="date"
-                value={endDate}
-                onChange={(e) => setEndDate(e.target.value)}
-                size="small"
-                InputLabelProps={{ shrink: true }}
-                inputProps={{ max: new Date().toISOString().split("T")[0] }}
-                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, mb: 2, p: 2 }} variant="outlined">
-        <Box sx={{ display: "flex", alignItems: "center", gap: 2, flexWrap: "wrap" }}>
-          <FormControl size="small" sx={{ minWidth: 200 }}>
-            <InputLabel>Status</InputLabel>
-            <Select
-              multiple
-              value={statusFilter}
-              onChange={(e) => setStatusFilter(e.target.value as string[])}
-              input={<OutlinedInput label="Status" />}
-              renderValue={(selected) => (selected as string[]).join(", ")}
-            >
-              {STATUS_OPTIONS.map((s: string) => (
-                <MenuItem key={s} value={s}>{s.replace(/_/g, " ")}</MenuItem>
-              ))}
-            </Select>
-          </FormControl>
-          <Autocomplete
-            options={accountOptions}
-            value={accountFilter || null}
-            onChange={(_, val) => setAccountFilter(val ?? "")}
-            renderInput={(params) => (
-              <TextField {...params} label="Account" size="small" sx={{ minWidth: 160 }} />
-            )}
-            sx={{ minWidth: 160, "& .MuiOutlinedInput-root": { height: "auto", minHeight: "2.5rem" } }}
-          />
-          <ToggleButtonGroup
-            value={sourceFilter}
-            exclusive
-            onChange={(_, val) => val && setSourceFilter(val)}
-            size="small"
-          >
-            {sourceTypeOptions.map((opt) => (
-              <ToggleButton key={opt} value={opt}>
-                {opt === "all" ? "All" : opt === "file" ? "File" : "Email"}
-              </ToggleButton>
-            ))}
-          </ToggleButtonGroup>
-          <Box sx={{ flex: 1 }} />
-          <IconButton onClick={() => refetch()} disabled={isFetching}>
-            <RefreshIcon />
-          </IconButton>
-        </Box>
-      </Paper>
-
-      {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>
-      ) : (
-        <Paper variant="outlined" sx={{ borderRadius: 4 }}>
-          <Box sx={{ overflowX: "auto" }}>
-            <Box component="table" sx={{ width: "100%", borderCollapse: "collapse" }}>
-              <Box component="thead">
-                <Box component="tr" sx={{ borderBottom: 1, borderColor: "divider" }}>
-                  {["ID", "Account", "Source", "Date Range", "Status", "Retries", "Created", "Actions"].map((h) => (
-                    <Box
-                      key={h}
-                      component="th"
-                      sx={{ px: 2, py: 1.5, textAlign: h === "Actions" ? "right" : "left", fontWeight: 600, fontSize: "0.8rem", color: "text.secondary", whiteSpace: "nowrap" }}
-                    >
-                      {h}
-                    </Box>
-                  ))}
-                </Box>
-              </Box>
-              <Box component="tbody">
-                {[...requests]
-                  .sort((a, b) => new Date(b.created_at).getTime() - new Date(a.created_at).getTime())
-                  .map((req: FetchRequest) => (
-                  <Box
-                    key={req.id}
-                    component="tr"
-                    onClick={() => navigate(`/fetch-requests/${req.id}`)}
-                    sx={{
-                      cursor: "pointer",
-                      borderBottom: 1,
-                      borderColor: "divider",
-                      "&:hover": { bgcolor: "action.hover" },
-                      "&:last-child": { borderBottom: 0 },
-                    }}
-                  >
-                    <Box component="td" sx={{ px: 2, py: 1.5, fontFamily: "monospace", fontSize: "0.8rem" }}>
-                      <Box sx={{ display: "flex", alignItems: "center", gap: 0.5 }}>
-                        {shortId(req.fingerprint)}
-                        <IconButton
-                          size="small"
-                          onClick={(e) => {
-                            e.stopPropagation();
-                            navigator.clipboard.writeText(req.fingerprint);
-                            setSnackbar({ message: "Copied!", severity: "success" });
-                          }}
-                          sx={{ opacity: 0.5, '&:hover': { opacity: 1 } }}
-                        >
-                          <ContentCopyIcon sx={{ fontSize: 14 }} />
-                        </IconButton>
-                      </Box>
-                    </Box>
-                    <Box component="td" sx={{ px: 2, py: 1.5, fontSize: "0.875rem" }}>
-                      {req.account_name}
-                    </Box>
-                    <Box component="td" sx={{ px: 2, py: 1.5 }}>
-                      <Chip
-                        label={"path" in req.source ? "File" : "Email"}
-                        size="small"
-                        variant="outlined"
-                        color={"path" in req.source ? "primary" : "secondary"}
-                      />
-                    </Box>
-                    <Box component="td" sx={{ px: 2, py: 1.5 }}>
-                      <Typography variant="body2" sx={{ fontSize: "0.8rem", whiteSpace: "nowrap" }}>
-                        {formatDateRange((req as any).start_date, (req as any).end_date)}
-                      </Typography>
-                    </Box>
-                    <Box component="td" sx={{ px: 2, py: 1.5 }}>
-                      <Box sx={{ display: "flex", alignItems: "center", gap: 0.5 }}>
-                        <Tooltip title={req.error_message || req.status.replace(/_/g, " ")}>
-                          <Chip
-                            icon={statusIcons[req.status] as any}
-                            label={req.status.replace(/_/g, " ")}
-                            color={statusColors[req.status]}
-                            size="small"
-                          />
-                        </Tooltip>
-                      </Box>
-                    </Box>
-                    <Box component="td" sx={{ px: 2, py: 1.5 }}>
-                      {(req.retry_count ?? 0) > 0 ? (
-                        <Typography variant="body2" sx={{ fontSize: "0.8rem" }}>
-                          {req.retry_count}/{RETRY_MAX}
-                        </Typography>
-                      ) : (
-                        <Typography variant="body2" sx={{ fontSize: "0.8rem", color: "text.disabled" }}>
-                          \u2014
-                        </Typography>
-                      )}
-                    </Box>
-                    <Box component="td" sx={{ px: 2, py: 1.5, whiteSpace: "nowrap", fontSize: "0.8rem" }}>
-                      {formatDate(req.created_at)}
-                    </Box>
-                    <Box component="td" sx={{ px: 2, py: 1.5 }}>
-                      <Box sx={{ display: "flex", gap: 0.5, justifyContent: "flex-end" }}>
-                        {req.status === "paused" && (
-                          <Tooltip title="Resolve ambiguities">
-                            <IconButton
-                              size="small"
-                              onClick={(e) => {
-                                e.stopPropagation();
-                                navigate(`/fetch-requests/${req.id}`);
-                              }}
-                            >
-                              <WarningAmberIcon fontSize="small" color="warning" />
-                            </IconButton>
-                          </Tooltip>
-                        )}
-                        {req.status === "failed" && (req.retry_count ?? 0) < RETRY_MAX && (
-                          <Tooltip title="Retry">
-                            <IconButton
-                              size="small"
-                              onClick={(e) => {
-                                e.stopPropagation();
-                                handleRetry(req);
-                              }}
-                            >
-                              <ReplayIcon fontSize="small" />
-                            </IconButton>
-                          </Tooltip>
-                        )}
-                        <Tooltip title="Delete">
-                          <IconButton
-                            size="small"
-                            onClick={(e) => {
-                              e.stopPropagation();
-                              setDeleteTarget(req);
-                            }}
-                          >
-                            <DeleteIcon fontSize="small" />
-                          </IconButton>
-                        </Tooltip>
-                      </Box>
-                    </Box>
-                  </Box>
-                ))}
-              </Box>
-            </Box>
-          </Box>
-        </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/Footer.tsx

@@ -1,52 +1,36 @@
 import * as React from 'react';
+import Box from '@mui/material/Box';
 import Container from '@mui/material/Container';
-import Link from '@mui/material/Link';
 import Typography from '@mui/material/Typography';
-import {AppBar, Box, Button, IconButton, Toolbar, Tooltip} from "@mui/material";
-import MenuIcon from "@mui/icons-material/Menu";
-import LogoutIcon from "@mui/icons-material/Logout";
-
-function Copyright() {
-  return (
-    <Typography variant="body2" sx={{ color: 'text.secondary' }}>
-      <Link color="text.secondary" href="https://www.aetoskia.com/">
-        {'Copyright © Aetoskia Internal Infrastructure — All rights reserved.'}
-      </Link>
-      &nbsp;
-      {new Date().getFullYear()}
-    </Typography>
-  );
-}
 
 export default function Footer() {
   return (
-    <AppBar
+    <Box
-      position="fixed"
+      component="footer"
-      color="default"
       sx={{
-        top: 'auto',
-        bottom: 0,
-        backdropFilter: 'blur(8px)',
-        boxShadow: 'none',
         borderTop: '1px solid',
         borderColor: 'divider',
+        py: 3,
+        mt: 'auto',
       }}
     >
-      <Toolbar>
+      <Container
-        <React.Fragment>
+        maxWidth="lg"
-          <Container
+        sx={{
-            sx={{
+          display: 'flex',
-              display: 'flex',
+          alignItems: 'center',
-              flexDirection: 'column',
+          justifyContent: 'space-between',
-              alignItems: 'center',
+          gap: 2,
-              gap: { xs: 2, sm: 4 },
+          flexWrap: 'wrap',
-              textAlign: { sm: 'center', md: 'left' },
+        }}
-            }}
+      >
-          >
+        <Typography variant="body2" color="text.secondary" fontWeight={500}>
-            <Copyright />
+          Khata
-          </Container>
+        </Typography>
-        </React.Fragment>
+        <Typography variant="caption" color="text.secondary">
-      </Toolbar>
+          © {new Date().getFullYear()} Aetoskia Internal Infrastructure — All rights reserved.
-    </AppBar>
+        </Typography>
+      </Container>
+    </Box>
   );
-}
+}

src/Header.tsx

@@ -1,8 +1,5 @@
 import * as React from "react";
-import {
+import { useLocation, matchPath, useNavigate } from "react-router-dom";
-  useLocation,
-  matchPath
-} from "react-router-dom";
 import {
   AppBar,
   Toolbar,
@@ -11,6 +8,11 @@ import {
   Tooltip,
   Button,
   Box,
+  Drawer,
+  List,
+  ListItemButton,
+  ListItemText,
+  Divider,
   useMediaQuery,
   useTheme,
 } from "@mui/material";
@@ -18,7 +20,6 @@ import MenuIcon from "@mui/icons-material/Menu";
 import LogoutIcon from "@mui/icons-material/Logout";
 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 "./shared-theme/AppTheme";
 
@@ -30,136 +31,261 @@ interface HeaderProps {
   onDrawerToggle?: () => void;
 }
 
-export default function Header({
+const NAV_LINKS = [
-  routerMapping,
+  { label: "Home", path: "/" },
-  onDrawerToggle,
+  { label: "Expenses", path: "/expenses" },
-}: HeaderProps) {
+  { label: "Reports", path: "/reports" },
-  const location = useLocation();
+  { label: "Fetch Requests", path: "/fetch-requests" },
-  const matchedRoute = routerMapping.find((route) =>
+];
-    matchPath({ path: route.path, end: false }, location.pathname)
-  );
-  const headerTitle = matchedRoute?.headerTitle ?? "Khata";
 
+function isActive(path: string, locationPath: string): boolean {
+  if (path === "/") return locationPath === "/" || locationPath === "/home";
+  return matchPath({ path, end: false }, locationPath) !== null;
+}
+
+export default function Header({ routerMapping, onDrawerToggle }: HeaderProps) {
+  const location = useLocation();
   const navigate = useNavigate();
   const { currentUser, logout } = useAuth();
   const { mode, toggleColorMode } = React.useContext(ColorModeContext);
 
   const theme = useTheme();
   const isMobile = useMediaQuery(theme.breakpoints.down("md"));
+  const [mobileOpen, setMobileOpen] = React.useState(false);
 
   const isAuthenticated = !!currentUser;
 
-  return (
+  const navContent = (
-    <AppBar
+    <Box
-      position="fixed"
-      color="default"
       sx={{
-        zIndex: (theme) => theme.zIndex.drawer + 1,
+        display: { xs: "none", md: "flex" },
-        backdropFilter: "blur(8px)",
+        alignItems: "center",
-        boxShadow: "none",
+        gap: 0.5,
-        borderBottom: "1px solid",
+        ml: 3,
-        borderColor: "divider",
       }}
     >
-      <Toolbar>
+      {NAV_LINKS.map((link) => {
-        {/* MOBILE MENU BUTTON */}
+        const active = isActive(link.path, location.pathname);
-        {isMobile && onDrawerToggle && (
+        return (
-          <IconButton
+          <Button
+            key={link.path}
             color="inherit"
-            edge="start"
+            onClick={() => navigate(link.path)}
-            onClick={onDrawerToggle}
+            sx={{
-            sx={{ mr: 2 }}
+              textTransform: "none",
+              fontWeight: active ? 600 : 500,
+              color: active ? "text.primary" : "text.secondary",
+              px: 1.5,
+              borderRadius: "6px",
+              position: "relative",
+              "&::after":
+                active
+                  ? {
+                      content: '""',
+                      position: "absolute",
+                      left: 12,
+                      right: 12,
+                      bottom: 4,
+                      height: 2,
+                      borderRadius: 1,
+                      backgroundColor: "primary.main",
+                    }
+                  : {},
+              "&:hover": { backgroundColor: "action.hover", color: "text.primary" },
+            }}
           >
-            <MenuIcon />
+            {link.label}
-          </IconButton>
+          </Button>
-        )}
+        );
+      })}
+    </Box>
+  );
 
-        {/* THEME TOGGLE */}
+  const authSection = (
-        <IconButton onClick={toggleColorMode} color="inherit" sx={{ mr: 2 }}>
+    <Box sx={{ display: "flex", alignItems: "center", gap: 1 }}>
-          {mode === 'dark' ? <LightModeIcon /> : <DarkModeIcon />}
+      {isAuthenticated ? (
-        </IconButton>
+        <>
-
-        {/* TITLE */}
-        <Typography
-          variant="h6"
-          noWrap
-          sx={{ fontWeight: "bold", cursor: "pointer" }}
-          onClick={() => navigate("/")}
-        >
-          {headerTitle}
-        </Typography>
-
-        <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 ? (
-          <>
-            <Box
-              sx={{
-                display: { xs: "none", sm: "flex" },
-                alignItems: "center",
-                mr: 2,
-              }}
-            >
-              <Button
-                color="inherit"
-                onClick={() => navigate("/admin")}
-                sx={{ textTransform: "none", fontWeight: 500 }}
-              >
-                Admin
-              </Button>
-              <Button
-                color="inherit"
-                onClick={() => navigate("/admin/profile")}
-                sx={{ textTransform: "none", fontWeight: 500 }}
-              >
-                {currentUser.username}
-              </Button>
-            </Box>
-
-            <Tooltip title="Logout">
-              <IconButton color="inherit" onClick={logout}>
-                <LogoutIcon />
-              </IconButton>
-            </Tooltip>
-          </>
-        ) : (
           <Button
             color="inherit"
-            variant="outlined"
             onClick={() => navigate("/admin")}
-            sx={{ textTransform: "none" }}
+            sx={{
+              textTransform: "none",
+              fontWeight: isActive("/admin", location.pathname) ? 600 : 500,
+              color: isActive("/admin", location.pathname) ? "text.primary" : "text.secondary",
+              display: { xs: "none", sm: "inline-flex" },
+            }}
           >
-            Login
+            Admin
           </Button>
-        )}
+          <Button
-      </Toolbar>
+            color="inherit"
-    </AppBar>
+            onClick={() => navigate("/profile/me")}
+            sx={{ textTransform: "none", fontWeight: 500 }}
+          >
+            {currentUser.username}
+          </Button>
+          <Tooltip title="Logout">
+            <IconButton color="inherit" onClick={logout} aria-label="Logout">
+              <LogoutIcon />
+            </IconButton>
+          </Tooltip>
+        </>
+      ) : (
+        <Button
+          color="inherit"
+          variant="outlined"
+          onClick={() => navigate("/login")}
+          sx={{ textTransform: "none" }}
+        >
+          Login
+        </Button>
+      )}
+    </Box>
   );
-}
+
+  const drawerContent = (
+    <Box sx={{ width: 260 }} role="presentation">
+      <Box sx={{ p: 2 }}>
+        <Brand />
+      </Box>
+      <Divider />
+      <List>
+        {routerMapping
+          .filter((r) => !r.path.startsWith("/login") && !r.path.startsWith("/register") && !r.path.startsWith("/profile"))
+          .map((route) => {
+            const active = isActive(route.path, location.pathname);
+            return (
+              <ListItemButton
+                key={route.path}
+                selected={active}
+                onClick={() => {
+                  navigate(route.path);
+                  setMobileOpen(false);
+                }}
+                sx={{
+                  borderRadius: "6px",
+                  mx: 1,
+                  mb: 0.5,
+                  "&.Mui-selected": {
+                    backgroundColor: "action.selected",
+                  },
+                }}
+              >
+                <ListItemText
+                  primary={route.headerTitle}
+                  primaryTypographyProps={{ fontWeight: active ? 600 : 500, fontSize: 14 }}
+                />
+              </ListItemButton>
+            );
+          })}
+        <Divider sx={{ my: 1 }} />
+        {isAuthenticated ? (
+          <>
+            <ListItemButton onClick={() => navigate("/profile/me")} sx={{ borderRadius: "6px", mx: 1 }}>
+              <ListItemText primary="Profile" primaryTypographyProps={{ fontSize: 14 }} />
+            </ListItemButton>
+            <ListItemButton onClick={logout} sx={{ borderRadius: "6px", mx: 1 }}>
+              <ListItemText primary="Logout" primaryTypographyProps={{ fontSize: 14 }} />
+            </ListItemButton>
+          </>
+        ) : (
+          <ListItemButton onClick={() => navigate("/login")} sx={{ borderRadius: "6px", mx: 1 }}>
+            <ListItemText primary="Login" primaryTypographyProps={{ fontSize: 14 }} />
+          </ListItemButton>
+        )}
+      </List>
+    </Box>
+  );
+
+  return (
+    <>
+      <AppBar
+        position="sticky"
+        color="default"
+        sx={{
+          zIndex: (theme) => theme.zIndex.drawer + 1,
+          backdropFilter: "blur(8px)",
+          boxShadow: "none",
+          borderBottom: "1px solid",
+          borderColor: "divider",
+          backgroundColor: "background.default",
+        }}
+      >
+        <Toolbar>
+          {/* MOBILE MENU */}
+          {isMobile && (
+            <IconButton
+              color="inherit"
+              edge="start"
+              onClick={() => setMobileOpen(true)}
+              aria-label="Open navigation"
+              sx={{ mr: 1 }}
+            >
+              <MenuIcon />
+            </IconButton>
+          )}
+
+          {/* BRAND — always leftmost */}
+          <Brand onClick={() => navigate("/")} />
+
+          {navContent}
+
+          <Box sx={{ flexGrow: 1 }} />
+
+          {/* THEME TOGGLE — right side */}
+          <IconButton onClick={toggleColorMode} color="inherit" aria-label="Toggle color mode" sx={{ mr: 1 }}>
+            {mode === "dark" ? <LightModeIcon /> : <DarkModeIcon />}
+          </IconButton>
+
+          {authSection}
+        </Toolbar>
+      </AppBar>
+
+      <Drawer
+        open={mobileOpen}
+        onClose={() => setMobileOpen(false)}
+        ModalProps={{ keepMounted: true }}
+      >
+        {drawerContent}
+      </Drawer>
+    </>
+  );
+}
+
+function Brand({ onClick }: { onClick?: () => void }) {
+  return (
+    <Box
+      onClick={onClick}
+      sx={{
+        display: "flex",
+        alignItems: "center",
+        gap: 1,
+        cursor: onClick ? "pointer" : "default",
+        userSelect: "none",
+      }}
+    >
+      <Box
+        sx={{
+          width: 28,
+          height: 28,
+          borderRadius: "8px",
+          display: "flex",
+          alignItems: "center",
+          justifyContent: "center",
+          background: "linear-gradient(135deg, #635BFF 0%, #8B5CF6 100%)",
+          color: "#fff",
+          fontWeight: 700,
+          fontSize: 15,
+        }}
+      >
+        K
+      </Box>
+      <Typography
+        variant="h6"
+        sx={{ fontWeight: 700, letterSpacing: "-0.02em", color: "text.primary" }}
+      >
+        Khata
+      </Typography>
+    </Box>
+  );
+}

src/Home.tsx

@@ -1,11 +1,11 @@
 import * as React from "react";
-import { Box, Typography, Button, Container, Grid, Paper, Chip } from "@mui/material";
+import { Box, Typography, Button, Container, Grid, Paper, alpha } from "@mui/material";
-import { useTheme, alpha } from "@mui/material/styles";
+import { useTheme } from "@mui/material/styles";
 import { useNavigate } from "react-router-dom";
-import DashboardIcon from "@mui/icons-material/Dashboard";
+import ReceiptLongIcon from "@mui/icons-material/ReceiptLong";
 import SyncIcon from "@mui/icons-material/Sync";
-import BarChartIcon from "@mui/icons-material/BarChart";
+import AccountBalanceWalletIcon from "@mui/icons-material/AccountBalanceWallet";
-import SettingsIcon from "@mui/icons-material/Settings";
+import AccountCircleIcon from "@mui/icons-material/AccountCircle";
 import ArrowForwardIcon from "@mui/icons-material/ArrowForward";
 import { useAuth } from "../react-auth";
 
@@ -14,11 +14,9 @@ interface FeatureCardProps {
   title: string;
   description: string;
   path: string;
-  label?: string;
-  accent: string;
 }
 
-function FeatureCard({ icon, title, description, path, label, accent }: FeatureCardProps) {
+function FeatureCard({ icon, title, description, path }: FeatureCardProps) {
   const navigate = useNavigate();
   const theme = useTheme();
 
@@ -35,208 +33,156 @@ function FeatureCard({ icon, title, description, path, label, accent }: FeatureC
         height: "100%",
         display: "flex",
         flexDirection: "column",
-        position: "relative",
+        transition: "border-color 180ms ease, box-shadow 180ms ease, transform 180ms ease",
-        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 },
+          transform: "translateY(-2px)",
+          boxShadow: `0 8px 24px ${alpha(theme.palette.common.black, theme.palette.mode === "dark" ? 0.35 : 0.08)}`,
+          "& .feature-arrow": {
+            opacity: 1,
+            transform: "translateX(0)",
+          },
         },
       }}
     >
-      <Box sx={{ display: "flex", alignItems: "center", gap: 1.5, mb: 1.5 }}>
+      <Box
-        <Box
+        sx={{
-          sx={{
+          width: 40,
-            width: 40,
+          height: 40,
-            height: 40,
+          borderRadius: 2,
-            borderRadius: 2,
+          display: "flex",
-            display: "flex",
+          alignItems: "center",
-            alignItems: "center",
+          justifyContent: "center",
-            justifyContent: "center",
+          backgroundColor: "action.hover",
-            background: alpha(accent, 0.12),
+          color: "primary.main",
-            color: accent,
+          mb: 2,
-          }}
+        }}
-        >
+      >
-          {icon}
+        {icon}
-        </Box>
-        <Typography variant="subtitle1" fontWeight={700}>
-          {title}
-        </Typography>
       </Box>
 
+      <Typography variant="subtitle1" fontWeight={600} sx={{ mb: 0.75 }}>
+        {title}
+      </Typography>
+
       <Typography variant="body2" color="text.secondary" sx={{ flex: 1, lineHeight: 1.6 }}>
         {description}
       </Typography>
 
-      {label && (
+      <Box
-        <Chip
+        className="feature-arrow"
-          label={label}
+        sx={{
-          size="small"
+          mt: 2,
-          variant="outlined"
+          display: "flex",
-          sx={{ mt: 2, alignSelf: "flex-start", textTransform: "capitalize" }}
+          alignItems: "center",
-        />
+          gap: 0.5,
-      )}
+          color: "primary.main",
+          fontWeight: 600,
+          opacity: 0,
+          transform: "translateX(-4px)",
+          transition: "opacity 180ms ease, transform 180ms ease",
+        }}
+      >
+        <Typography variant="caption" fontWeight={600} color="primary">
+          Open
+        </Typography>
+        <ArrowForwardIcon sx={{ fontSize: 14 }} />
+      </Box>
     </Paper>
   );
 }
 
 export default function Home() {
   const navigate = useNavigate();
-  const theme = useTheme();
   const { currentUser } = useAuth();
 
   const features = [
     {
-      icon: <DashboardIcon />,
+      icon: <ReceiptLongIcon />,
-      title: "Dashboard",
+      title: "Expenses",
-      description: "Visualise inflows and outflows with interactive charts, drill into categories, and track trends over daily, weekly, and monthly periods.",
+      description:
-      path: "/dashboard",
+        "Browse every transaction imported from your accounts — grouped by month, with entity, account, tags, and amount at a glance.",
-      accent: theme.palette.mode === "dark" ? "#818cf8" : "#6366f1",
+      path: "/expenses",
     },
     {
       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.",
+      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 />,
+      icon: <AccountBalanceWalletIcon />,
-      title: "Report Snapshots",
+      title: "Accounts & Entities",
-      description: "Generate cached report snapshots with custom filters — accounts, date ranges, amount bounds — then pin a snapshot on the dashboard for consistent comparisons.",
+      description:
-      path: "/reports",
+        "Manage your accounts, expenses, tags, and payors through the OpenAPI-driven admin panel with full CRUD and server-side filters.",
-      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",
+    },
+    {
+      icon: <AccountCircleIcon />,
+      title: "Profile",
+      description:
+        "View and edit your user profile — username, email, and account preferences — from the profile page.",
+      path: "/profile/me",
     },
   ];
 
   return (
-    <Box
+    <Box sx={{ width: "100%" }}>
-      sx={{
+      <Container maxWidth="lg" sx={{ py: { xs: 6, md: 10 } }}>
-        minHeight: "calc(100vh - 64px)",
+        <Box sx={{ maxWidth: 680, mx: { xs: "auto", md: 0 }, textAlign: { xs: "center", md: "left" } }}>
-        display: "flex",
+          <Typography
-        flexDirection: "column",
+            variant="overline"
-        position: "relative",
+            sx={{ color: "primary.main", mb: 1.5, display: "block", fontWeight: 700 }}
-        overflow: "hidden",
+          >
-        "&::before": {
+            Khata · Financial Ledger
-          content: '""',
+          </Typography>
-          position: "absolute",
+
-          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: "-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, flex: 1, display: "flex", flexDirection: "column", justifyContent: "center", py: 6 }}>
-        <Box
-          sx={{
-            textAlign: "center",
-            mb: 6,
-          }}
-        >
           <Typography
             variant="h1"
             sx={{
-              fontWeight: 800,
+              color: "text.primary",
-              fontSize: { xs: "2.5rem", sm: "3.5rem", md: "5rem" },
+              fontSize: { xs: "2.25rem", md: "3.25rem" },
-              background: "linear-gradient(135deg, #6366f1 0%, #ec4899 50%, #f59e0b 100%)",
-              WebkitBackgroundClip: "text",
-              WebkitTextFillColor: "transparent",
               letterSpacing: "-0.03em",
               mb: 2,
             }}
           >
-            Welcome to Khata
+            Your intelligent, extensible financial ledger.
           </Typography>
 
           <Typography
-            variant="h6"
+            variant="body1"
             color="text.secondary"
-            sx={{
+            sx={{ maxWidth: 540, lineHeight: 1.7, fontSize: "1.0625rem" }}
-              maxWidth: 580,
-              mx: "auto",
-              lineHeight: 1.7,
-              fontWeight: 400,
-              fontSize: { xs: "1rem", md: "1.15rem" },
-            }}
           >
-            Your intelligent, extensible financial ledger. Import transactions, generate reports, and stay on top of your cashflow.
+            Import transactions from bank statements, enrich them with entity and tag intelligence,
+            and stay on top of your cashflow — all in one place.
           </Typography>
 
-          <Box sx={{ mt: 4, display: "flex", gap: 2, justifyContent: "center", flexWrap: "wrap" }}>
+          <Box sx={{ mt: 4, display: "flex", gap: 2, justifyContent: { xs: "center", md: "flex-start" }, flexWrap: "wrap" }}>
             <Button
               variant="contained"
               size="large"
               endIcon={<ArrowForwardIcon />}
-              onClick={() => navigate("/dashboard")}
+              onClick={() => navigate(currentUser ? "/fetch-requests" : "/login")}
-              sx={{
+              sx={{ px: 3.5, py: 1.4, fontWeight: 600 }}
-                px: 4,
-                py: 1.4,
-                borderRadius: "50px",
-                fontWeight: 700,
-                background: "linear-gradient(135deg, #6366f1 0%, #ec4899 100%)",
-                transition: "transform 0.2s ease, box-shadow 0.2s",
-                "&:hover": {
-                  transform: "translateY(-2px)",
-                  boxShadow: `0 8px 24px ${alpha(theme.palette.primary.main, 0.35)}`,
-                },
-              }}
             >
-              Enter Dashboard
+              {currentUser ? "Enter App" : "Get Started"}
             </Button>
             <Button
               variant="outlined"
               size="large"
               onClick={() => navigate("/fetch-requests")}
-              sx={{
+              sx={{ px: 3.5, py: 1.4, fontWeight: 600 }}
-                px: 4,
-                py: 1.4,
-                borderRadius: "50px",
-                fontWeight: 600,
-                borderWidth: 2,
-                "&:hover": { borderWidth: 2 },
-              }}
             >
               Import Data
             </Button>
           </Box>
         </Box>
 
-        <Grid container spacing={3}>
+        <Grid container spacing={3} sx={{ mt: { xs: 4, md: 8 } }}>
           {features.map((f) => (
-            <Grid key={f.title} size={{ xs: 12, sm: 6, md: 3 }}>
+            <Grid key={f.title} item xs={12} sm={6} md={3}>
               <FeatureCard {...f} />
             </Grid>
           ))}

src/ReportSnapshots.tsx

@@ -1,303 +0,0 @@
-import * as React from "react";
-import {
-  Box,
-  Container,
-  Paper,
-  Typography,
-  Button,
-  IconButton,
-  CircularProgress,
-  Alert,
-  Snackbar,
-  Dialog,
-  DialogTitle,
-  DialogContent,
-  DialogContentText,
-  DialogActions,
-  Chip,
-  TextField,
-} 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 ContentCopyIcon from "@mui/icons-material/ContentCopy";
-import { useResource } from "../react-openapi";
-import { useMutation, useQuery, useQueryClient } from "@tanstack/react-query";
-
-interface ReportSnapshotQuery {
-  accounts?: string[];
-  ignore_self?: boolean;
-  start_date?: string;
-  end_date?: string;
-}
-
-interface ReportSnapshot {
-  id: string;
-  snapshot_id: string;
-  created_at: string;
-  query?: ReportSnapshotQuery;
-}
-
-function formatDate(iso: string) {
-  const d = new Date(iso);
-  return d.toLocaleString();
-}
-
-export default function ReportSnapshots() {
-  const [ignoreSelf, setIgnoreSelf] = React.useState(true);
-  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 { list, create, remove } = useResource("reports");
-
-  const { data: listData, isLoading, isFetching, refetch } = useQuery({
-    queryKey: ["reports", "list"],
-    queryFn: () => list(),
-  });
-  const createMutation = useMutation({
-    mutationFn: (data: any) => create(data),
-  });
-  const queryClient = useQueryClient();
-  const deleteMutation = useMutation({
-    mutationFn: (id: string) => remove(id),
-    onSuccess: () => {
-      queryClient.invalidateQueries({ queryKey: ["reports", "list"] });
-    },
-  });
-
-  const snapshots: ReportSnapshot[] = listData?.items ?? [];
-
-  const handleCreate = async () => {
-    try {
-      const payload: Record<string, any> = {};
-      if (ignoreSelf) payload.ignore_self = true;
-      if (startDate) payload.start_date = new Date(startDate).toISOString();
-      if (endDate) payload.end_date = new Date(endDate).toISOString();
-      if (minAmount) payload.min_amount = parseFloat(minAmount);
-      if (maxAmount) payload.max_amount = parseFloat(maxAmount);
-
-      const result = await createMutation.mutateAsync(payload);
-      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 = () => {
-    setIgnoreSelf(true);
-    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 }}>
-          <Box sx={{ display: "flex", gap: 2 }}>
-            <Box sx={{ flex: 1 }}>
-              <TextField
-                label="Start Date"
-                type="date"
-                value={startDate}
-                onChange={(e: React.ChangeEvent<HTMLInputElement>) => setStartDate(e.target.value)}
-                size="small"
-                InputLabelProps={{ shrink: true }}
-                inputProps={{ max: new Date().toISOString().split("T")[0] }}
-              />
-            </Box>
-            <Box sx={{ flex: 1 }}>
-              <TextField
-                label="End Date"
-                type="date"
-                value={endDate}
-                onChange={(e: React.ChangeEvent<HTMLInputElement>) => setEndDate(e.target.value)}
-                size="small"
-                InputLabelProps={{ shrink: true }}
-                inputProps={{ max: new Date().toISOString().split("T")[0] }}
-              />
-            </Box>
-          </Box>
-
-          <Box sx={{ display: "flex", gap: 2 }}>
-            <Box sx={{ flex: 1 }}>
-              <TextField
-                label="Min Amount"
-                type="number"
-                value={minAmount}
-                onChange={(e: React.ChangeEvent<HTMLInputElement>) => setMinAmount(e.target.value)}
-                size="small"
-              />
-            </Box>
-            <Box sx={{ flex: 1 }}>
-              <TextField
-                label="Max Amount"
-                type="number"
-                value={maxAmount}
-                onChange={(e: React.ChangeEvent<HTMLInputElement>) => setMaxAmount(e.target.value)}
-                size="small"
-              />
-            </Box>
-          </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>
-        ) : (
-          <Box sx={{ overflowX: "auto" }}>
-            <Box component="table" sx={{ width: "100%", borderCollapse: "collapse" }}>
-              <Box component="thead">
-                <Box component="tr" sx={{ borderBottom: 1, borderColor: "divider" }}>
-                  {["Snapshot ID", "Created", "Query", "Actions"].map((h) => (
-                    <Box
-                      key={h}
-                      component="th"
-                      sx={{ px: 2, py: 1.5, textAlign: h === "Actions" ? "right" : "left", fontWeight: 600, fontSize: "0.8rem", color: "text.secondary", whiteSpace: "nowrap" }}
-                    >
-                      {h}
-                    </Box>
-                  ))}
-                </Box>
-              </Box>
-              <Box component="tbody">
-                {snapshots.map((snap: ReportSnapshot) => (
-                  <Box
-                    key={snap.id}
-                    component="tr"
-                    sx={{ borderBottom: 1, borderColor: "divider", "&:last-child": { borderBottom: 0 }, "&:hover": { bgcolor: "action.hover" } }}
-                  >
-                    <Box component="td" sx={{ px: 2, py: 1.5, fontFamily: "monospace", fontSize: "0.8rem" }}>
-                      <Box sx={{ display: "flex", alignItems: "center", gap: 0.5 }}>
-                        {snap.snapshot_id}
-                        <IconButton
-                          size="small"
-                          onClick={() => {
-                            navigator.clipboard.writeText(snap.snapshot_id);
-                            setSnackbar({ message: "Copied!", severity: "success" });
-                          }}
-                          sx={{ opacity: 0.5, '&:hover': { opacity: 1 } }}
-                        >
-                          <ContentCopyIcon sx={{ fontSize: 14 }} />
-                        </IconButton>
-                      </Box>
-                    </Box>
-                    <Box component="td" sx={{ px: 2, py: 1.5, fontSize: "0.875rem" }}>
-                      {formatDate(snap.created_at)}
-                    </Box>
-                    <Box component="td" sx={{ px: 2, py: 1.5 }}>
-                      {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">\u2014</Typography>
-                      )}
-                    </Box>
-                    <Box component="td" sx={{ px: 2, py: 1.5 }}>
-                      <Box sx={{ display: "flex", gap: 0.5, justifyContent: "flex-end" }}>
-                        <IconButton size="small" onClick={() => setDeleteTarget(snap)}>
-                          <DeleteIcon fontSize="small" />
-                        </IconButton>
-                      </Box>
-                    </Box>
-                  </Box>
-                ))}
-              </Box>
-            </Box>
-          </Box>
-        )}
-      </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/Reports/GenerateReportPanel.tsx

@@ -0,0 +1,126 @@
+import React, { useCallback, useEffect, useMemo, useState } from "react";
+import {
+  Box,
+  Paper,
+  Typography,
+  Button,
+  Grid,
+  Alert,
+} from "@mui/material";
+import AddIcon from "@mui/icons-material/Add";
+import {
+  useResource,
+  useAppContext,
+  FormFieldRenderer,
+  extractFields,
+  useFkFieldOptions,
+} from "../../react-openapi";
+import type { FieldConfig } from "../../react-openapi";
+import { useToast } from "../ui/Toast";
+import { apiErrorMessage } from "./types";
+
+interface GenerateReportPanelProps {
+  onGenerated: (report: any) => void;
+}
+
+export function GenerateReportPanel({ onGenerated }: GenerateReportPanelProps) {
+  const { schemas } = useAppContext();
+  const { create, loading: submitting } = useResource("reports");
+  const { showToast } = useToast();
+
+  const [formData, setFormData] = useState<Record<string, any>>({});
+  const [error, setError] = useState<string | null>(null);
+
+  const fields: FieldConfig[] = useMemo(() => {
+    const schema = schemas?.ReportQuery;
+    if (!schema) return [];
+    return extractFields("ReportQuery", schema, schemas).sort(
+      (a, b) => a.order - b.order || a.name.localeCompare(b.name)
+    );
+  }, [schemas]);
+
+  const { fkOptions, fkLoading, loadFkOnOpen } = useFkFieldOptions(fields);
+
+  useEffect(() => {
+    setFormData((prev) => {
+      const next = { ...prev };
+      let changed = false;
+      for (const f of fields) {
+        if (next[f.name] === undefined && f.defaultValue !== undefined) {
+          next[f.name] = Array.isArray(f.defaultValue) ? [...f.defaultValue] : f.defaultValue;
+          changed = true;
+        }
+      }
+      return changed ? next : prev;
+    });
+  }, [fields]);
+
+  const handleChange = useCallback((name: string, value: any) => {
+    setFormData((prev) => ({ ...prev, [name]: value }));
+    setError(null);
+  }, []);
+
+  const buildPayload = (): Record<string, any> => {
+    const payload: Record<string, any> = {};
+    for (const f of fields) {
+      const v = formData[f.name];
+      if (v === undefined || v === null || v === "") continue;
+      if (Array.isArray(v) && v.length === 0) continue;
+      payload[f.name] = v;
+    }
+    return payload;
+  };
+
+  const handleSubmit = async (e: React.FormEvent) => {
+    e.preventDefault();
+    setError(null);
+    try {
+      const created = await create(buildPayload());
+      showToast(`Generated snapshot ${created?.name ? `“${created.name}”` : ""}`.trim() || "Generated snapshot");
+      onGenerated(created);
+    } catch (e: any) {
+      setError(apiErrorMessage(e));
+    }
+  };
+
+  return (
+    <Paper variant="outlined" sx={{ p: 2.5, borderRadius: 3, mb: 4 }}>
+      <Typography variant="h6" fontWeight={700} sx={{ letterSpacing: "-0.01em" }}>
+        Generate report
+      </Typography>
+      <Typography variant="body2" color="text.secondary" sx={{ mt: 0.5, mb: 2 }}>
+        Define the snapshot's scope. Granularity, payee and tag are sliced at view time — the cube is built once and
+        every combination stays cheap to read.
+      </Typography>
+
+      {error && (
+        <Alert severity="error" sx={{ mb: 2, borderRadius: 2 }}>
+          {error}
+        </Alert>
+      )}
+
+      <Box component="form" onSubmit={handleSubmit}>
+        <Grid container spacing={2}>
+          {fields.map((field) => (
+            <Grid item xs={12} sm={6} md={4} key={field.name}>
+              <FormFieldRenderer
+                field={field}
+                value={formData[field.name]}
+                onChange={(val) => handleChange(field.name, val)}
+                fkOptions={fkOptions[field.name]}
+                fkLoading={fkLoading[field.name]}
+                onFkOpen={loadFkOnOpen}
+              />
+            </Grid>
+          ))}
+        </Grid>
+
+        <Box sx={{ mt: 2, display: "flex", justifyContent: "flex-end" }}>
+          <Button type="submit" variant="contained" startIcon={<AddIcon />} disabled={submitting}>
+            {submitting ? "Generating…" : "Generate"}
+          </Button>
+        </Box>
+      </Box>
+    </Paper>
+  );
+}

src/Reports/Report.tsx

@@ -0,0 +1,184 @@
+import React, { useCallback, useEffect, useMemo, useState } from "react";
+import {
+  Container,
+  Box,
+  Paper,
+  Typography,
+  Alert,
+  Accordion,
+  AccordionSummary,
+  AccordionDetails,
+} from "@mui/material";
+import ExpandMoreIcon from "@mui/icons-material/ExpandMore";
+import AssessmentIcon from "@mui/icons-material/Assessment";
+import { useResource, useAppContext } from "../../react-openapi";
+import { useToast } from "../ui/Toast";
+import { PageHeader } from "../ui/PageHeader";
+import { EmptyState } from "../ui/EmptyState";
+import { StatCard } from "../common/components/StatCard";
+import { buildTxnFieldConfigs } from "../common/utils/fieldConfigs";
+import { GenerateReportPanel } from "./GenerateReportPanel";
+import { ReportList } from "./ReportList";
+import { ReportViewer } from "./ReportViewer";
+import { apiErrorMessage, buildReportFieldConfigs } from "./types";
+
+export default function Report() {
+  const { resources } = useAppContext();
+  const { showToast } = useToast();
+  const { list, loading, error } = useResource("reports");
+  const { create, remove } = useResource("reports");
+
+  const [reports, setReports] = useState<any[] | null>(null);
+  const [selectedId, setSelectedId] = useState<string | null>(null);
+  const [viewerVersion, setViewerVersion] = useState(0);
+
+  const reportFields = useMemo(() => buildReportFieldConfigs(resources), [resources]);
+  const txnFields = useMemo(() => buildTxnFieldConfigs(resources), [resources]);
+
+  const load = useCallback(async () => {
+    const res = await list({ limit: 200 });
+    setReports(res.items ?? []);
+  }, [list]);
+
+  useEffect(() => {
+    load();
+  }, [load]);
+
+  const handleGenerated = useCallback(
+    (created: any) => {
+      load();
+      if (created?.id) setSelectedId(created.id);
+    },
+    [load],
+  );
+
+  const handleRegenerate = useCallback(
+    async (report: any) => {
+      try {
+        const created = await create(report.query ?? {});
+        showToast("Report regenerated");
+        setSelectedId(created?.id ?? report.id);
+        setViewerVersion((v) => v + 1);
+        load();
+      } catch (e: any) {
+        showToast(apiErrorMessage(e), "error");
+      }
+    },
+    [create, load, showToast],
+  );
+
+  const handleDelete = useCallback(
+    async (id: string) => {
+      try {
+        await remove(id);
+        showToast("Report deleted");
+        if (selectedId === id) setSelectedId(null);
+        load();
+      } catch (e: any) {
+        showToast(apiErrorMessage(e), "error");
+      }
+    },
+    [remove, load, selectedId, showToast],
+  );
+
+  const summary = useMemo(() => {
+    const rows = reports ?? [];
+    const granularities = new Set<string>();
+    for (const r of rows) for (const g of r.query?.granularities ?? []) granularities.add(g);
+    return { count: rows.length, granularities: [...granularities].join(", ") };
+  }, [reports]);
+
+  return (
+    <Container maxWidth="lg" sx={{ py: 4 }}>
+      <PageHeader
+        crumbs={[{ label: "Home", path: "/" }, { label: "Reports" }]}
+        title="Reports"
+        subtitle="Build an immutable snapshot cube once, then slice by granularity, period, payee and tag at view time."
+      />
+
+      {error && (
+        <Alert severity="error" sx={{ mb: 3, borderRadius: 2 }}>
+          Failed to load reports: {error}
+        </Alert>
+      )}
+
+      <Box sx={{ display: "flex", gap: 2, flexWrap: "wrap", mb: 4 }}>
+        <StatCard label="Reports" value={summary.count.toLocaleString("en-IN")} />
+        <StatCard label="Granularities covered" value={summary.granularities || "—"} />
+      </Box>
+
+      <GenerateReportPanel onGenerated={handleGenerated} />
+
+      <Accordion
+        disableGutters
+        defaultExpanded
+        sx={{
+          border: "1px solid",
+          borderColor: "divider",
+          borderRadius: 2,
+          overflow: "hidden",
+          boxShadow: "none",
+          backgroundColor: "background.paper",
+          "&:before": { display: "none" },
+          mb: 4,
+        }}
+      >
+        <AccordionSummary
+          expandIcon={<ExpandMoreIcon />}
+          sx={{
+            px: 2.5,
+            py: 1,
+            "& .MuiAccordionSummary-content": {
+              alignItems: "center",
+              gap: 1.5,
+              minWidth: 0,
+            },
+          }}
+        >
+          <Typography variant="h6" fontWeight={700} sx={{ letterSpacing: "-0.01em" }}>
+            Saved reports
+          </Typography>
+          {reports !== null && (
+            <Typography variant="caption" color="text.secondary">
+              {reports.length} report{reports.length === 1 ? "" : "s"}
+            </Typography>
+          )}
+        </AccordionSummary>
+        <AccordionDetails sx={{ px: 2.5, pb: 2.5, pt: 0 }}>
+          {reports !== null && reports.length === 0 ? (
+            <Paper variant="outlined" sx={{ borderRadius: 3 }}>
+              <EmptyState
+                icon={<AssessmentIcon />}
+                title="No reports yet"
+                description="Generate your first snapshot above — choose granularities and grouping dimensions, then slice the cached cube by period, payee and tag."
+              />
+            </Paper>
+          ) : (
+            <Box sx={{ display: "flex", flexDirection: "column", gap: 2.5 }}>
+              <ReportList
+                reports={reports ?? []}
+                loading={loading}
+                fields={reportFields}
+                selectedId={selectedId}
+                onView={(id) => setSelectedId(id)}
+                onRegenerate={handleRegenerate}
+                onDelete={handleDelete}
+              />
+            </Box>
+          )}
+        </AccordionDetails>
+      </Accordion>
+
+      {selectedId && (
+        <ReportViewer
+          key={selectedId}
+          id={selectedId}
+          version={viewerVersion}
+          fields={txnFields}
+          onClose={() => setSelectedId(null)}
+          onRegenerated={handleRegenerate}
+        />
+      )}
+    </Container>
+  );
+}

src/Reports/ReportList.tsx

@@ -0,0 +1,117 @@
+import React from "react";
+import { Box, Paper, Typography, Button, IconButton, Skeleton, Tooltip } from "@mui/material";
+import DeleteOutlineIcon from "@mui/icons-material/DeleteOutline";
+import VisibilityIcon from "@mui/icons-material/Visibility";
+import CachedIcon from "@mui/icons-material/Cached";
+import { ListCellRenderer } from "../../react-openapi";
+import type { ReportFieldConfigs } from "./types";
+
+interface ReportListProps {
+  reports: any[];
+  loading: boolean;
+  fields: ReportFieldConfigs | null;
+  selectedId: string | null;
+  onView: (id: string) => void;
+  onRegenerate: (report: any) => void;
+  onDelete: (id: string) => void;
+}
+
+export function ReportList({ reports, loading, fields, selectedId, onView, onRegenerate, onDelete }: ReportListProps) {
+  if (loading && reports.length === 0) {
+    return (
+      <Box sx={{ display: "flex", flexDirection: "column", gap: 1.5 }}>
+        {[0, 1, 2].map((i) => (
+          <Skeleton key={i} variant="rounded" height={88} sx={{ borderRadius: 2 }} />
+        ))}
+      </Box>
+    );
+  }
+
+  return (
+    <Box sx={{ display: "flex", flexDirection: "column", gap: 1.5 }}>
+      {reports.map((report) => {
+        const q = report.query ?? {};
+        const range = q.start_date || q.end_date ? `range ${q.start_date || "…"} → ${q.end_date || "…"}` : null;
+        const dims = Array.isArray(q.group_dims) ? q.group_dims.join(", ") : "";
+        const granularities = Array.isArray(q.granularities) ? q.granularities.join(", ") : "";
+        const accounts = Array.isArray(q.accounts) ? `${q.accounts.length} account${q.accounts.length === 1 ? "" : "s"}` : "all accounts";
+        const amounts =
+          q.min_amount != null || q.max_amount != null
+            ? `amount ${q.min_amount ?? "0"} → ${q.max_amount ?? "∞"}`
+            : null;
+        return (
+          <Paper
+            key={report.id}
+            variant="outlined"
+            sx={{
+              p: 2,
+              borderRadius: 2,
+              borderColor: selectedId === report.id ? "primary.main" : "divider",
+              transition: "border-color 160ms ease",
+              "&:hover": { borderColor: "primary.light" },
+            }}
+          >
+            <Box sx={{ display: "flex", alignItems: "center", gap: 2 }}>
+              <Box sx={{ flex: "1 1 260px", minWidth: 0 }}>
+                <Typography variant="body1" fontWeight={600} noWrap sx={{ fontSize: "0.9375rem" }}>
+                  {report.name || report.id}
+                </Typography>
+                <Box sx={{ display: "flex", alignItems: "center", gap: 1, flexWrap: "wrap", mt: 0.25 }}>
+                  <Typography variant="caption" color="text.secondary">
+                    {granularities}
+                  </Typography>
+                  <Typography variant="caption" color="text.disabled">
+                    /
+                  </Typography>
+                  <Typography variant="caption" color="text.secondary">
+                    {dims}
+                  </Typography>
+                  {range && (
+                    <Typography variant="caption" color="text.disabled">
+                      {range}
+                    </Typography>
+                  )}
+                </Box>
+                <Box sx={{ display: "flex", gap: 1.5, mt: 0.5 }}>
+                  <Typography variant="caption" color="text.secondary">
+                    {accounts}
+                  </Typography>
+                  {amounts && (
+                    <Typography variant="caption" color="text.secondary">
+                      {amounts}
+                    </Typography>
+                  )}
+                </Box>
+              </Box>
+
+              {fields && (
+                <Box sx={{ ml: "auto", flexShrink: 0, color: "text.secondary" }}>
+                  <ListCellRenderer field={fields.generatedAt} value={report.generated_at} />
+                </Box>
+              )}
+
+              <Box sx={{ display: "flex", gap: 0.5, flexShrink: 0 }}>
+                <Button size="small" variant="contained" startIcon={<VisibilityIcon />} onClick={() => onView(report.id)}>
+                  View
+                </Button>
+                <Button
+                  size="small"
+                  variant="outlined"
+                  startIcon={<CachedIcon />}
+                  onClick={() => onRegenerate(report)}
+                >
+                  Regenerate
+                </Button>
+                <Tooltip title="Delete">
+                  <IconButton aria-label="Delete report" onClick={() => onDelete(report.id)}>
+                    <DeleteOutlineIcon fontSize="small" />
+                  </IconButton>
+                </Tooltip>
+              </Box>
+            </Box>
+          </Paper>
+        );
+      })}
+    </Box>
+  );
+}

src/Reports/ReportViewer.tsx

@@ -0,0 +1,502 @@
+import React, { useCallback, useEffect, useMemo, useRef, useState } from "react";
+import { Box, Paper, Typography, Button, IconButton, Alert, Skeleton, Chip, MenuItem, Select, FormControl, InputLabel } from "@mui/material";
+import CloseIcon from "@mui/icons-material/Close";
+import CachedIcon from "@mui/icons-material/Cached";
+import KeyboardArrowDownIcon from "@mui/icons-material/KeyboardArrowDown";
+import KeyboardArrowUpIcon from "@mui/icons-material/KeyboardArrowUp";
+import { FkMultiSelectField, useResource, formatCurrency, formatDateTime } from "../../react-openapi";
+import type { FieldConfig } from "../../react-openapi";
+import { StatCard } from "../common/components/StatCard";
+import { TransactionList } from "../common/components/TransactionList";
+import type { TxnFieldConfigs } from "../common/types";
+import type { ListPeriodGroup } from "../common/utils/transactions";
+import { buildDimensionBars, buildPeriodGroups, sliceSummary, FLOW_OPTIONS, apiErrorMessage } from "./types";
+import type { ReportDim } from "./types";
+
+const MAX_VISIBLE_BARS = 10;
+
+const periodField: FieldConfig = {
+  name: "period",
+  label: "Period",
+  description: "",
+  type: "string",
+  order: 0,
+  hidden: {},
+  filterable: true,
+  sortable: false,
+  readOnly: false,
+  required: false,
+  isArray: true,
+};
+
+const payeeField: FieldConfig = {
+  name: "payee",
+  label: "Payee",
+  description: "",
+  type: "string",
+  order: 0,
+  hidden: {},
+  filterable: true,
+  sortable: false,
+  readOnly: false,
+  required: false,
+  isArray: true,
+};
+
+const tagField: FieldConfig = {
+  name: "tag",
+  label: "Tag",
+  description: "",
+  type: "string",
+  order: 0,
+  hidden: {},
+  filterable: true,
+  sortable: false,
+  readOnly: false,
+  required: false,
+  isArray: true,
+};
+
+interface ReportViewerProps {
+  id: string;
+  version: number;
+  fields: TxnFieldConfigs | null;
+  onClose: () => void;
+  onRegenerated: (report: any) => void;
+}
+
+function snapshotGranularities(report: any): string[] {
+  const fromQuery = report?.query?.granularities;
+  if (Array.isArray(fromQuery) && fromQuery.length) return fromQuery;
+  const fromResponse = report?.granularities;
+  if (Array.isArray(fromResponse) && fromResponse.length) return fromResponse;
+  const series = report?.buckets?.[0]?.series;
+  return series ? Object.keys(series) : [];
+}
+
+export function ReportViewer({ id, version, fields, onClose, onRegenerated }: ReportViewerProps) {
+  const { get } = useResource("reports");
+
+  const [report, setReport] = useState<any | null>(null);
+  const [loading, setLoading] = useState(true);
+  const [error, setError] = useState<string | null>(null);
+  const [reload, setReload] = useState(0);
+  const [granularity, setGranularity] = useState<string | null>(null);
+  const [flow, setFlow] = useState("outflows");
+  const [dim, setDim] = useState<ReportDim>("period");
+  const [selectedPeriods, setSelectedPeriods] = useState<string[]>([]);
+  const [selectedPayees, setSelectedPayees] = useState<string[]>([]);
+  const [selectedTags, setSelectedTags] = useState<string[]>([]);
+  const prevGranularity = useRef<string | null>(null);
+
+  const params = useMemo(() => {
+    const p: Record<string, any> = { flow };
+    if (granularity) p.granularity = [granularity];
+    if (selectedPeriods.length) p.period_ids = selectedPeriods;
+    // The active breakdown dim requests every cube value ("*") when its own
+    // filter is unselected, so bars show the full distribution.
+    if (selectedPayees.length) p.payee = selectedPayees;
+    else if (dim === "payee") p.payee = ["*"];
+    if (selectedTags.length) p.tags = selectedTags;
+    else if (dim === "tag") p.tags = ["*"];
+    return p;
+  }, [granularity, flow, dim, selectedPeriods, selectedPayees, selectedTags]);
+
+  useEffect(() => {
+    let mounted = true;
+    setLoading(true);
+    setError(null);
+    const previous = prevGranularity.current;
+    get(id, params)
+      .then((res) => {
+        if (!mounted) return;
+        setReport(res);
+        const options = snapshotGranularities(res);
+        if (granularity === null && options.length) setGranularity(options[0]);
+        if (previous !== null && previous !== granularity) setSelectedPeriods([]);
+        prevGranularity.current = granularity;
+      })
+      .catch((e: any) => {
+        if (!mounted) return;
+        setError(apiErrorMessage(e));
+      })
+      .finally(() => {
+        if (mounted) setLoading(false);
+      });
+    return () => {
+      mounted = false;
+    };
+  }, [id, version, reload, params, get, granularity]);
+
+  const granularityOptions = useMemo(() => snapshotGranularities(report), [report]);
+
+  const periodOptions = useMemo(
+    () => (Array.isArray(report?.period_ids) ? report.period_ids.map((label: string) => ({ value: label, label })) : []),
+    [report],
+  );
+  const payeeOptions = useMemo(
+    () => (Array.isArray(report?.payees) ? report.payees.map((label: string) => ({ value: label, label })) : []),
+    [report],
+  );
+  const tagOptions = useMemo(
+    () => (Array.isArray(report?.tags) ? report.tags.map((label: string) => ({ value: label, label })) : []),
+    [report],
+  );
+
+  const filter = useMemo(
+    () => ({
+      granularity: granularity ?? granularityOptions[0] ?? "",
+      periods: selectedPeriods,
+      payees: selectedPayees,
+      tags: selectedTags,
+    }),
+    [granularity, granularityOptions, selectedPeriods, selectedPayees, selectedTags],
+  );
+
+  const periodGroups = useMemo(() => buildPeriodGroups(report?.buckets ?? [], filter), [report, filter]);
+  const slice = useMemo(() => sliceSummary(periodGroups), [periodGroups]);
+  const bars = useMemo(() => buildDimensionBars(report?.buckets ?? [], filter, dim), [report, filter, dim]);
+  const visibleBars = useMemo(() => bars.slice(0, MAX_VISIBLE_BARS), [bars]);
+  const listGroups = useMemo<ListPeriodGroup[]>(
+    () =>
+      periodGroups.map((g) => ({
+        key: g.key,
+        label: g.key,
+        items: g.txns,
+        spent: g.metrics.outflows,
+        income: g.metrics.inflows,
+        currency: g.currency,
+        metrics: {
+          sum: g.metrics.sum,
+          count: g.metrics.count,
+          avg: g.metrics.avg,
+          min: g.metrics.min,
+          max: g.metrics.max,
+          cadence: g.metrics.cadence,
+          frequency: g.metrics.frequency,
+        },
+      })),
+    [periodGroups],
+  );
+
+  const barsListRef = useRef<HTMLDivElement>(null);
+  const [barScroll, setBarScroll] = useState({ canUp: false, canDown: false, overflow: false });
+
+  const updateBarScroll = useCallback(() => {
+    const el = barsListRef.current;
+    if (!el) return;
+    const overflow = el.scrollHeight > el.clientHeight + 2;
+    setBarScroll({
+      overflow,
+      canUp: overflow && el.scrollTop > 2,
+      canDown: overflow && el.scrollTop < el.scrollHeight - el.clientHeight - 2,
+    });
+  }, []);
+
+  useEffect(() => {
+    const el = barsListRef.current;
+    if (el) el.scrollTop = 0;
+    updateBarScroll();
+  }, [dim, visibleBars.length, updateBarScroll]);
+
+  const scrollBarsByPage = useCallback((dir: number) => {
+    const el = barsListRef.current;
+    if (!el) return;
+    el.scrollTo({ top: dir > 0 ? el.scrollHeight : 0, behavior: "smooth" });
+  }, []);
+
+  if (loading && !report) {
+    return (
+      <Paper variant="outlined" sx={{ p: 2.5, borderRadius: 3 }}>
+        <Skeleton variant="text" width={220} height={28} />
+        <Skeleton variant="rounded" height={120} sx={{ my: 2, borderRadius: 2 }} />
+        <Skeleton variant="rounded" height={240} sx={{ borderRadius: 2 }} />
+      </Paper>
+    );
+  }
+
+  if (error) {
+    return (
+      <Paper variant="outlined" sx={{ p: 3, borderRadius: 3 }}>
+        <Alert severity="error" sx={{ borderRadius: 2 }}>
+          {error}
+        </Alert>
+        <Button size="small" sx={{ mt: 2 }} onClick={() => setReload((r) => r + 1)}>
+          Retry
+        </Button>
+      </Paper>
+    );
+  }
+
+  if (!report) return null;
+
+  const activeGranularity = granularity ?? report.granularities?.[0] ?? "";
+  const maxBar = bars.reduce((m, b) => Math.max(m, Math.abs(b.sum)), 0);
+  const dimOptions: { id: ReportDim; label: string; count: number }[] = [
+    { id: "period", label: "Period", count: report.period_ids?.length ?? 0 },
+    { id: "payee", label: "Payees", count: report.payees?.length ?? 0 },
+    { id: "tag", label: "Tags", count: report.tags?.length ?? 0 },
+  ];
+  const activeDimIndex = Math.max(
+    0,
+    dimOptions.findIndex((d) => d.id === dim),
+  );
+  const range =
+    report.query?.start_date || report.query?.end_date
+      ? `range ${report.query.start_date || "…"} → ${report.query.end_date || "…"}`
+      : null;
+
+  return (
+    <Paper variant="outlined" sx={{ borderRadius: 3, overflow: "hidden" }}>
+      <Box
+        sx={{
+          display: "flex",
+          alignItems: "center",
+          gap: 2,
+          px: 2.5,
+          py: 2,
+          borderBottom: "1px solid",
+          borderColor: "divider",
+          flexWrap: "wrap",
+        }}
+      >
+        <Box sx={{ flex: 1, minWidth: 0 }}>
+          <Typography variant="h6" fontWeight={700} sx={{ letterSpacing: "-0.01em" }}>
+            {report.name}
+          </Typography>
+          <Box sx={{ display: "flex", gap: 1.5, flexWrap: "wrap" }}>
+            <Typography variant="caption" color="text.secondary">
+              flow {report.flow} · generated {formatDateTime(report.generated_at ?? report.created_at)}
+            </Typography>
+            {range && (
+              <Typography variant="caption" color="text.disabled">
+                {range}
+              </Typography>
+            )}
+            <Typography variant="caption" color="text.disabled">
+              {report.payees?.length ?? 0} payees · {report.tags?.length ?? 0} tags
+            </Typography>
+          </Box>
+        </Box>
+        <IconButton aria-label="Regenerate report" onClick={() => onRegenerated(report)}>
+          <CachedIcon />
+        </IconButton>
+        <IconButton aria-label="Close report" onClick={onClose}>
+          <CloseIcon />
+        </IconButton>
+      </Box>
+
+      <Box sx={{ p: 2.5 }}>
+        <Box sx={{ display: "flex", gap: 1.5, flexWrap: "wrap", alignItems: "center", mb: 2 }}>
+          <Box sx={{ display: "flex", gap: 0.5, flexWrap: "wrap" }}>
+            {granularityOptions.map((g: string) => (
+              <Chip
+                key={g}
+                label={g}
+                clickable
+                size="small"
+                color={activeGranularity === g ? "primary" : "default"}
+                variant={activeGranularity === g ? "filled" : "outlined"}
+                onClick={() => setGranularity(g)}
+              />
+            ))}
+          </Box>
+          <FormControl size="small" sx={{ width: 140 }}>
+            <InputLabel id="viewer-flow-label">Flow</InputLabel>
+            <Select labelId="viewer-flow-label" label="Flow" value={flow} onChange={(e) => setFlow(e.target.value)}>
+              {FLOW_OPTIONS.map((f) => (
+                <MenuItem key={f} value={f}>
+                  {f}
+                </MenuItem>
+              ))}
+            </Select>
+          </FormControl>
+        </Box>
+
+        <Box sx={{ display: "flex", gap: 1.5, flexWrap: "wrap", mb: 2.5 }}>
+          <Box sx={{ width: 260 }}>
+            <FkMultiSelectField
+              field={{ ...periodField, readOnly: periodOptions.length === 0 }}
+              fkOptions={periodOptions}
+              value={selectedPeriods}
+              onChange={setSelectedPeriods}
+            />
+          </Box>
+          <Box sx={{ width: 260 }}>
+            <FkMultiSelectField
+              field={{ ...payeeField, readOnly: payeeOptions.length === 0 }}
+              fkOptions={payeeOptions}
+              value={selectedPayees}
+              onChange={setSelectedPayees}
+            />
+          </Box>
+          <Box sx={{ width: 260 }}>
+            <FkMultiSelectField
+              field={{ ...tagField, readOnly: tagOptions.length === 0 }}
+              fkOptions={tagOptions}
+              value={selectedTags}
+              onChange={setSelectedTags}
+            />
+          </Box>
+          <Typography variant="body2" color="text.secondary" sx={{ alignSelf: "center" }}>
+            {slice.txns.length} transactions · {slice.count} rows
+          </Typography>
+        </Box>
+
+        <Box sx={{ display: "flex", gap: 2, flexWrap: "wrap", mb: 2.5 }}>
+          <StatCard label="Outflows" value={formatCurrency(slice.outflows, slice.currency)} color="error.main" />
+          <StatCard label="Inflows" value={formatCurrency(slice.inflows, slice.currency)} color="success.main" />
+          <StatCard label="Net" value={formatCurrency(slice.inflows - slice.outflows, slice.currency)} color="info.main" />
+          <StatCard label="Transactions" value={slice.count.toLocaleString("en-IN")} />
+        </Box>
+
+        <Box sx={{ mb: 2.5 }}>
+          <Box
+            sx={{
+              position: "relative",
+              display: "flex",
+              alignItems: "stretch",
+              width: "fit-content",
+              maxWidth: "100%",
+              border: "1px solid",
+              borderColor: "divider",
+              borderRadius: "999px",
+              p: 0.5,
+              backgroundColor: "background.default",
+            }}
+          >
+            <Box
+              aria-hidden
+              sx={{
+                position: "absolute",
+                top: 4,
+                bottom: 4,
+                left: 4,
+                width: `calc((100% - 8px) / ${dimOptions.length})`,
+                borderRadius: "999px",
+                backgroundColor: "primary.main",
+                transform: `translateX(${activeDimIndex * 100}%)`,
+                transition: "transform 250ms cubic-bezier(0.4, 0, 0.2, 1)",
+              }}
+            />
+            {dimOptions.map((d) => {
+              const active = d.id === dim;
+              return (
+                <Box
+                  key={d.id}
+                  component="button"
+                  type="button"
+                  disabled={d.count <= 1}
+                  onClick={() => setDim(d.id)}
+                  sx={{
+                    position: "relative",
+                    zIndex: 1,
+                    flex: 1,
+                    border: "none",
+                    background: "transparent",
+                    px: 3,
+                    py: 1,
+                    borderRadius: "999px",
+                    cursor: d.count <= 1 ? "default" : "pointer",
+                    typography: "body2",
+                    fontWeight: 700,
+                    letterSpacing: "-0.01em",
+                    color:
+                      d.count <= 1
+                        ? "text.disabled"
+                        : active
+                          ? "primary.contrastText"
+                          : "text.secondary",
+                    whiteSpace: "nowrap",
+                    transition: "color 160ms ease",
+                    "&:focus-visible": { outline: "2px solid", outlineColor: "primary.main" },
+                  }}
+                >
+                  {d.label}
+                </Box>
+              );
+            })}
+          </Box>
+
+          {visibleBars.length === 0 ? (
+            <Paper variant="outlined" sx={{ borderRadius: 2, p: 3, mt: 1.5 }}>
+              <Typography variant="body2" color="text.secondary">
+                No data for this slice. Try another granularity, period or payer.
+              </Typography>
+            </Paper>
+          ) : (
+            <Paper variant="outlined" sx={{ borderRadius: 2, mt: 1.5 }}>
+              <Box sx={{ display: "flex", alignItems: "stretch" }}>
+                <Box
+                  ref={barsListRef}
+                  onScroll={updateBarScroll}
+                  sx={{
+                    flex: 1,
+                    minWidth: 0,
+                    maxHeight: 220,
+                    overflowY: "auto",
+                    py: 1,
+                    px: 2,
+                    scrollbarWidth: "none",
+                    "&::-webkit-scrollbar": { display: "none" },
+                  }}
+                >
+                  {visibleBars.map((b) => (
+                    <Box key={b.key} sx={{ display: "flex", alignItems: "center", gap: 1.5, py: 0.75 }}>
+                      <Typography variant="caption" sx={{ width: 110, flexShrink: 0, textAlign: "right" }}>
+                        {b.key}
+                      </Typography>
+                      <Box
+                        sx={{
+                          height: 20,
+                          borderRadius: 1,
+                          bgcolor: flow === "outflows" ? "error.main" : "success.main",
+                          opacity: 0.85,
+                          minWidth: 4,
+                          flexGrow: 0,
+                        }}
+                        style={{
+                          width: `${maxBar ? Math.max((Math.abs(b.sum) / maxBar) * 100, 2) : 2}%`,
+                        }}
+                      />
+                      <Typography variant="body2" fontWeight={600}>
+                        {formatCurrency(b.sum, slice.currency)}
+                      </Typography>
+                      <Typography variant="caption" color="text.disabled">
+                        {b.count} txn{b.count === 1 ? "" : "s"}
+                      </Typography>
+                    </Box>
+                  ))}
+                </Box>
+                {barScroll.overflow && (
+                  <Box sx={{ display: "flex", flexDirection: "column", justifyContent: "center", gap: 0.5, pr: 1.5 }}>
+                    <IconButton
+                      size="small"
+                      aria-label="Scroll bars up"
+                      disabled={!barScroll.canUp}
+                      onClick={() => scrollBarsByPage(-1)}
+                    >
+                      <KeyboardArrowUpIcon fontSize="small" />
+                    </IconButton>
+                    <IconButton
+                      size="small"
+                      aria-label="Scroll bars down"
+                      disabled={!barScroll.canDown}
+                      onClick={() => scrollBarsByPage(1)}
+                    >
+                      <KeyboardArrowDownIcon fontSize="small" />
+                    </IconButton>
+                  </Box>
+                )}
+              </Box>
+            </Paper>
+          )}
+        </Box>
+
+        {slice.txns.length === 0 ? null : fields ? (
+          <TransactionList fields={fields} groups={listGroups} showMetrics />
+        ) : null}
+      </Box>
+    </Paper>
+  );
+}

src/Reports/types.ts

@@ -0,0 +1,288 @@
+import type { FieldConfig, ResourceConfig } from "../../react-openapi";
+import { parseOccurredAt } from "../common/utils/dates";
+
+export interface PeriodMetricsVM {
+  outflows: number;
+  inflows: number;
+  sum: number;
+  count: number;
+  avg: number | null;
+  min: number | null;
+  max: number | null;
+  firstDate: string | null;
+  lastDate: string | null;
+  cadence: number | null;
+  frequency: number | null;
+}
+
+export interface ReportPeriodGroup {
+  key: string;
+  metrics: PeriodMetricsVM;
+  txns: any[];
+  currency: string;
+}
+
+export interface SliceSummary {
+  outflows: number;
+  inflows: number;
+  sum: number;
+  count: number;
+  avg: number | null;
+  min: number | null;
+  max: number | null;
+  firstDate: string | null;
+  lastDate: string | null;
+  txns: any[];
+  currency: string;
+}
+
+export interface SliceFilter {
+  granularity: string;
+  periods?: string[];
+  payees?: string[];
+  tags?: string[];
+}
+
+export interface ReportFieldConfigs {
+  name: FieldConfig;
+  generatedAt: FieldConfig;
+}
+
+export interface MetricLabel {
+  key: string;
+  label: string;
+  order: number;
+}
+
+export function apiErrorMessage(e: any): string {
+  if (e?.response?.data) {
+    const d = e.response.data;
+    if (Array.isArray(d)) return d.map((x: any) => x?.msg ?? String(x)).join("; ");
+    if (typeof d.detail === "string") return d.detail;
+    if (typeof d.detail?.msg === "string") return d.detail.msg;
+    if (typeof d === "string") return d;
+  }
+  return e?.message ?? "Request failed";
+}
+
+export const FLOW_OPTIONS = ["both", "inflows", "outflows"];
+
+export function metricLabels(schemas: Record<string, any>): MetricLabel[] {
+  const props: Record<string, any> = schemas?.ReportMetrics?.properties ?? {};
+  return Object.entries(props)
+    .filter(([, p]) => p && typeof p === "object")
+    .map(([key, p]) => ({
+      key,
+      label: (p as any)["x-label"] ?? key,
+      order: (p as any)["x-order"] ?? Infinity,
+    }))
+    .sort((a, b) => a.order - b.order);
+}
+
+function dateVal(value: string): number {
+  try {
+    return parseOccurredAt(value).getTime();
+  } catch {
+    return 0;
+  }
+}
+
+function bucketMatches(bucket: any, filter: SliceFilter): boolean {
+  const gk = bucket?.group_key ?? {};
+  if (filter.payees?.length && !(gk.payee ?? []).some((p: string) => filter.payees?.includes(p))) return false;
+  if (filter.tags?.length && !(gk.tag ?? []).some((t: string) => filter.tags?.includes(t))) return false;
+  return true;
+}
+
+function num(v: any): number | null {
+  return typeof v === "number" && Number.isFinite(v) ? v : null;
+}
+
+/**
+ * Groups cube periods by their canonical period_id, merging buckets per
+ * period. The server returns disjoint slices, so additive metric merge is
+ * safe; txn ids are deduped defensively. Metrics come verbatim from the API
+ * except when multiple buckets contribute to one period — then cadence and
+ * frequency are re-derived from the merged txn dates.
+ */
+export function buildPeriodGroups(buckets: any[], filter: SliceFilter): ReportPeriodGroup[] {
+  interface Acc {
+    metrics: PeriodMetricsVM;
+    txns: any[];
+    sources: number;
+    apiCadence: number | null;
+    apiFrequency: number | null;
+  }
+  const byPeriod = new Map<string, Acc>();
+  const seenTxnIds = new Set<string>();
+  let currency = "INR";
+
+  for (const bucket of buckets ?? []) {
+    if (!bucketMatches(bucket, filter)) continue;
+    for (const period of bucket.series?.[filter.granularity] ?? []) {
+      if (filter.periods?.length && !filter.periods.includes(period.period_id)) continue;
+      const m = period.metrics ?? {};
+      let acc = byPeriod.get(period.period_id);
+      if (!acc) {
+        acc = {
+          metrics: {
+            outflows: 0,
+            inflows: 0,
+            sum: 0,
+            count: 0,
+            avg: null,
+            min: null,
+            max: null,
+            firstDate: null,
+            lastDate: null,
+            cadence: null,
+            frequency: null,
+          },
+          txns: [],
+          sources: 0,
+          apiCadence: num(m.cadence),
+          apiFrequency: num(m.frequency),
+        };
+        byPeriod.set(period.period_id, acc);
+      }
+      acc.sources += 1;
+      const vm = acc.metrics;
+      vm.outflows += m.outflows ?? 0;
+      vm.inflows += m.inflows ?? 0;
+      vm.sum += m.sum ?? 0;
+      vm.count += m.count ?? 0;
+      const mn = num(m.min);
+      if (mn != null) vm.min = vm.min == null ? mn : Math.min(vm.min, mn);
+      const mx = num(m.max);
+      if (mx != null) vm.max = vm.max == null ? mx : Math.max(vm.max, mx);
+      if (m.first_date && (!vm.firstDate || dateVal(String(m.first_date)) < dateVal(vm.firstDate))) {
+        vm.firstDate = String(m.first_date);
+      }
+      if (m.last_date && (!vm.lastDate || dateVal(String(m.last_date)) > dateVal(vm.lastDate))) {
+        vm.lastDate = String(m.last_date);
+      }
+      for (const txn of period.txns ?? []) {
+        if (txn?.id != null) {
+          if (seenTxnIds.has(txn.id)) continue;
+          seenTxnIds.add(txn.id);
+        }
+        acc.txns.push(txn);
+        const c = txn?.account?.currency;
+        if (c) currency = c;
+      }
+    }
+  }
+
+  return [...byPeriod.entries()]
+    .map(([key, acc]) => {
+      const vm = acc.metrics;
+      vm.avg = vm.count ? Math.round((vm.sum / vm.count) * 100) / 100 : null;
+      if (acc.sources > 1) {
+        const dates = acc.txns
+          .map((t) => {
+            try {
+              return parseOccurredAt(t?.occurred_at).getTime();
+            } catch {
+              return NaN;
+            }
+          })
+          .filter((t) => !Number.isNaN(t))
+          .sort((a, b) => a - b);
+        if (dates.length >= 2) {
+          let gapSum = 0;
+          for (let i = 0; i < dates.length - 1; i += 1) gapSum += (dates[i + 1] - dates[i]) / 86400000;
+          const cadence = Math.round((gapSum / (dates.length - 1)) * 100) / 100;
+          vm.cadence = cadence > 0 ? cadence : null;
+          vm.frequency = cadence > 0 ? Math.round((1 / cadence) * 100) / 100 : null;
+        } else {
+          vm.cadence = null;
+          vm.frequency = null;
+        }
+      } else {
+        vm.cadence = acc.apiCadence;
+        vm.frequency = acc.apiFrequency;
+      }
+      return { key, metrics: vm, txns: acc.txns, currency };
+    })
+    .sort((a, b) => b.key.localeCompare(a.key));
+}
+
+export function sliceSummary(groups: ReportPeriodGroup[]): SliceSummary {
+  const outflows = groups.reduce((s, g) => s + g.metrics.outflows, 0);
+  const inflows = groups.reduce((s, g) => s + g.metrics.inflows, 0);
+  const sum = groups.reduce((s, g) => s + g.metrics.sum, 0);
+  const count = groups.reduce((s, g) => s + g.metrics.count, 0);
+  let min: number | null = null;
+  let max: number | null = null;
+  let firstDate: string | null = null;
+  let lastDate: string | null = null;
+  let currency = "INR";
+  const txns: any[] = [];
+  for (const g of groups) {
+    if (g.metrics.min != null) min = min == null ? g.metrics.min : Math.min(min, g.metrics.min);
+    if (g.metrics.max != null) max = max == null ? g.metrics.max : Math.max(max, g.metrics.max);
+    if (g.metrics.firstDate && (!firstDate || dateVal(g.metrics.firstDate) < dateVal(firstDate))) {
+      firstDate = g.metrics.firstDate;
+    }
+    if (g.metrics.lastDate && (!lastDate || dateVal(g.metrics.lastDate) > dateVal(lastDate))) {
+      lastDate = g.metrics.lastDate;
+    }
+    if (g.currency) currency = g.currency;
+    txns.push(...g.txns);
+  }
+  return { outflows, inflows, sum, count, avg: count ? sum / count : null, min, max, firstDate, lastDate, txns, currency };
+}
+
+export function buildReportFieldConfigs(resources: ResourceConfig[]): ReportFieldConfigs | null {
+  const reportsRes = resources.find((r) => r.name === "reports");
+  if (!reportsRes) return null;
+  const find = (name: string) => reportsRes.fields.find((f) => f.name === name);
+  const name = find("name");
+  const generatedAt = find("generated_at");
+  if (!name || !generatedAt) return null;
+  return { name, generatedAt };
+}
+
+export type ReportDim = "period" | "payee" | "tag";
+
+export interface DimensionBar {
+  key: string;
+  sum: number;
+  count: number;
+}
+
+/**
+ * Bar-chart rows for a given dimension. "period" reuses the period groups;
+ * "payee"/"tag" fold each bucket's metrics into every value listed under
+ * group_key[dim] — safe because server buckets are disjoint slices.
+ */
+export function buildDimensionBars(buckets: any[], filter: SliceFilter, dim: ReportDim): DimensionBar[] {
+  if (dim === "period") {
+    return buildPeriodGroups(buckets, filter).map((g) => ({
+      key: g.key,
+      sum: g.metrics.sum,
+      count: g.metrics.count,
+    }));
+  }
+  const acc = new Map<string, DimensionBar>();
+  for (const bucket of buckets ?? []) {
+    if (!bucketMatches(bucket, filter)) continue;
+    const keys: string[] = bucket.group_key?.[dim] ?? [];
+    for (const period of bucket.series?.[filter.granularity] ?? []) {
+      if (filter.periods?.length && !filter.periods.includes(period.period_id)) continue;
+      const m = period.metrics ?? {};
+      const sum = typeof m.sum === "number" ? m.sum : 0;
+      const count = typeof m.count === "number" ? m.count : 0;
+      for (const k of keys) {
+        const cur = acc.get(k);
+        if (cur) {
+          cur.sum += sum;
+          cur.count += count;
+        } else {
+          acc.set(k, { key: k, sum, count });
+        }
+      }
+    }
+  }
+  return [...acc.values()].sort((a, b) => Math.abs(b.sum) - Math.abs(a.sum));
+}

src/common/components/StatCard.tsx

@@ -0,0 +1,26 @@
+import { Paper, Typography } from "@mui/material";
+
+interface StatCardProps {
+  label: string;
+  value: string;
+  color?: string;
+  hint?: string;
+}
+
+export function StatCard({ label, value, color, hint }: StatCardProps) {
+  return (
+    <Paper variant="outlined" sx={{ p: 2.5, borderRadius: 3, flex: 1, minWidth: 180 }}>
+      <Typography variant="caption" color="text.secondary" sx={{ textTransform: "uppercase", letterSpacing: "0.05em" }}>
+        {label}
+      </Typography>
+      <Typography variant="h5" fontWeight={700} sx={{ mt: 0.5, letterSpacing: "-0.02em", color }}>
+        {value}
+      </Typography>
+      {hint && (
+        <Typography variant="caption" color="text.secondary">
+          {hint}
+        </Typography>
+      )}
+    </Paper>
+  );
+}

src/common/components/TransactionList.tsx

@@ -0,0 +1,356 @@
+import React, { useCallback, useEffect, useMemo, useRef, useState } from "react";
+import {
+  Box,
+  Typography,
+  Accordion,
+  AccordionSummary,
+  AccordionDetails,
+  Menu,
+  MenuItem,
+  ListItemText,
+} from "@mui/material";
+import { alpha } from "@mui/material/styles";
+import ExpandMoreIcon from "@mui/icons-material/ExpandMore";
+import KeyboardArrowDownIcon from "@mui/icons-material/KeyboardArrowDown";
+import { formatCurrency } from "../../../react-openapi";
+import type { ExpenseItem, TxnFieldConfigs } from "../types";
+import { computeTxnMetrics, groupByDate, groupByPeriod } from "../utils/transactions";
+import type { ListGroupMetrics, ListPeriodGroup, PeriodGranularity } from "../utils/transactions";
+import { TransactionRow } from "./TransactionRow";
+import { StatCard } from "./StatCard";
+
+interface TransactionListProps {
+  items?: ExpenseItem[];
+  fields: TxnFieldConfigs;
+  granularity?: PeriodGranularity;
+  showMetrics?: boolean;
+  groups?: ListPeriodGroup[];
+}
+
+function cadenceRow(cadenceDays: number | null, frequency: number | null): { label: string; value: string } {
+  const fmt = (v: number) => (Number.isInteger(v) ? String(v) : v.toFixed(2));
+  if (cadenceDays != null && cadenceDays < 1) {
+    return { label: "Frequency", value: `${frequency == null ? "—" : fmt(frequency)} /day` };
+  }
+  return {
+    label: "Cadence",
+    value: cadenceDays == null ? "—" : `${fmt(cadenceDays)} days`,
+  };
+}
+
+function txnFallbackMetrics(items: ExpenseItem[]): ListGroupMetrics {
+  const t = computeTxnMetrics(items);
+  return {
+    sum: t.sum,
+    count: t.count,
+    avg: t.avg,
+    min: t.min,
+    max: t.max,
+    cadence: t.cadenceDays,
+    frequency: t.frequency,
+  };
+}
+
+function GroupMetrics({
+  items,
+  currency,
+  metrics,
+}: {
+  items: ExpenseItem[];
+  currency: string;
+  metrics?: ListGroupMetrics;
+}) {
+  const m = metrics ?? txnFallbackMetrics(items);
+  const rows: { label: string; value: string }[] = [
+    { label: "Sum", value: formatCurrency(m.sum, currency) },
+    { label: "Avg", value: m.avg == null ? "—" : formatCurrency(m.avg, currency) },
+    { label: "Min", value: m.min == null ? "—" : formatCurrency(m.min, currency) },
+    { label: "Max", value: m.max == null ? "—" : formatCurrency(m.max, currency) },
+    cadenceRow(m.cadence, m.frequency),
+  ];
+  return (
+    <Box sx={{ display: "flex", gap: 2, flexWrap: "wrap", width: "100%" }}>
+      {rows.map((row) => (
+        <StatCard key={row.label} label={row.label} value={row.value} />
+      ))}
+    </Box>
+  );
+}
+
+export function TransactionList({
+  items,
+  fields,
+  granularity = "monthly",
+  showMetrics = false,
+  groups: externalGroups,
+}: TransactionListProps) {
+  const [activeMonth, setActiveMonth] = useState<string | null>(null);
+  const [openMonth, setOpenMonth] = useState<string | null>(null);
+  const [menuAnchor, setMenuAnchor] = useState<HTMLElement | null>(null);
+  const groups = useMemo<ListPeriodGroup[]>(
+    () => externalGroups ?? groupByPeriod(items ?? [], granularity),
+    [externalGroups, items, granularity],
+  );
+  const listRef = useRef<HTMLDivElement>(null);
+  const pillRef = useRef<HTMLDivElement>(null);
+  const didInitOpenMonth = useRef(false);
+
+  useEffect(() => {
+    if (!didInitOpenMonth.current && groups.length > 0) {
+      didInitOpenMonth.current = true;
+      setOpenMonth(groups[0].key);
+    }
+  }, [groups]);
+
+  const scrollToMonth = useCallback((key: string) => {
+    const anchor = listRef.current?.querySelector<HTMLElement>(
+      `[data-month-anchor="${key}"]`,
+    );
+    if (!anchor) return;
+    const offset = window.matchMedia("(min-width: 900px)").matches ? 64 : 56;
+    const top = anchor.getBoundingClientRect().top + window.scrollY - offset;
+    window.scrollTo({ top, behavior: "smooth" });
+  }, []);
+
+  const handleSelectMonth = useCallback(
+    (key: string) => {
+      setMenuAnchor(null);
+      setOpenMonth(key);
+      scrollToMonth(key);
+    },
+    [scrollToMonth],
+  );
+
+  const handlePillKeyDown = useCallback(
+    (event: React.KeyboardEvent) => {
+      if (event.key === "Enter" || event.key === " ") {
+        event.preventDefault();
+        if (pillRef.current) setMenuAnchor(pillRef.current);
+      }
+    },
+    [],
+  );
+
+  const selectedMonth = activeMonth ?? openMonth ?? groups[0]?.key ?? null;
+
+  useEffect(() => {
+    const root = listRef.current;
+    if (!root || groups.length === 0) return;
+    let ticking = false;
+
+    const update = () => {
+      ticking = false;
+      const headers = root.querySelectorAll<HTMLElement>("[data-month-header]");
+      let current: string | null = null;
+      for (const header of headers) {
+        if (header.getBoundingClientRect().top <= 72) {
+          current = header.dataset.monthHeader ?? null;
+        } else {
+          break;
+        }
+      }
+      setActiveMonth(current);
+    };
+
+    const onScroll = () => {
+      if (!ticking) {
+        ticking = true;
+        requestAnimationFrame(update);
+      }
+    };
+
+    update();
+    window.addEventListener("scroll", onScroll, { passive: true });
+    window.addEventListener("resize", onScroll);
+    return () => {
+      window.removeEventListener("scroll", onScroll);
+      window.removeEventListener("resize", onScroll);
+    };
+  }, [groups]);
+
+  return (
+    <>
+      <Box ref={listRef} sx={{ display: "flex", flexDirection: "column", gap: 2.5 }}>
+        {groups.map((group) => (
+          <Box key={group.key}>
+            <span data-month-anchor={group.key} aria-hidden="true" style={{ display: "block", height: 0 }} />
+            <Accordion
+              disableGutters
+              data-month-header={group.key}
+              expanded={openMonth === group.key}
+              onChange={(_, isExpanded) => setOpenMonth(isExpanded ? group.key : null)}
+              TransitionProps={{ unmountOnExit: true }}
+              sx={{
+                border: "1px solid",
+                borderColor: openMonth === group.key ? "primary.main" : "divider",
+                borderRadius: 2,
+                overflow: "hidden",
+                boxShadow: "none",
+                backgroundColor: "background.paper",
+                "&:before": { display: "none" },
+                transition: "border-color 160ms ease, background-color 160ms ease",
+                "&:hover": { borderColor: "primary.light" },
+              }}
+            >
+              <AccordionSummary
+                expandIcon={<ExpandMoreIcon />}
+                sx={{
+                  px: 2,
+                  py: 1,
+                  "& .MuiAccordionSummary-content": {
+                    flexDirection: "column",
+                    alignItems: "stretch",
+                    gap: 0.75,
+                    minWidth: 0,
+                  },
+                }}
+              >
+                <Box sx={{ display: "flex", alignItems: "center", gap: 1.5, minWidth: 0 }}>
+                  <Typography variant="h6" fontWeight={700} sx={{ letterSpacing: "-0.01em" }}>
+                    {group.label}
+                  </Typography>
+                  <Typography variant="caption" color="text.secondary">
+                    {group.items.length} transaction{group.items.length === 1 ? "" : "s"}
+                  </Typography>
+                  <Box sx={{ flex: 1 }} />
+                  <Typography variant="body2" fontWeight={700} color="error.main">
+                    {formatCurrency(group.spent, group.currency)}
+                  </Typography>
+                  <Typography variant="body2" color="text.disabled">
+                    /
+                  </Typography>
+                  <Typography variant="body2" fontWeight={700} color="success.main">
+                    {formatCurrency(group.income, group.currency)}
+                  </Typography>
+                </Box>
+                {showMetrics && (
+                  <GroupMetrics items={group.items} currency={group.currency} metrics={group.metrics} />
+                )}
+              </AccordionSummary>
+              <AccordionDetails sx={{ p: 1.5, pt: 1 }}>
+                <Box sx={{ display: "flex", flexDirection: "column", gap: 1 }}>
+                  {groupByDate(group.items).map((dateGroup) => (
+                    <Box
+                      key={dateGroup.date}
+                      sx={{
+                        border: "1px solid",
+                        borderColor: "divider",
+                        borderRadius: 2,
+                        backgroundColor: "background.default",
+                        p: 1,
+                      }}
+                    >
+                      <Box
+                        sx={{
+                          display: "flex",
+                          alignItems: "center",
+                          gap: 1,
+                          px: 1,
+                          pb: 1,
+                          borderBottom: "1px solid",
+                          borderColor: "divider",
+                          mb: 1,
+                        }}
+                      >
+                        <Typography variant="subtitle2" fontWeight={600} sx={{ letterSpacing: "-0.01em" }}>
+                          {dateGroup.label}
+                        </Typography>
+                        <Box sx={{ flex: 1 }} />
+                        <Typography variant="caption" color="text.secondary">
+                          {dateGroup.items.length} transaction{dateGroup.items.length === 1 ? "" : "s"}
+                        </Typography>
+                      </Box>
+                      <Box sx={{ display: "flex", flexDirection: "column", gap: 1 }}>
+                        {dateGroup.items.map((item) => (
+                          <TransactionRow
+                            key={item.id}
+                            item={item}
+                            currency={group.currency}
+                            fields={fields}
+                          />
+                        ))}
+                      </Box>
+                    </Box>
+                  ))}
+                </Box>
+              </AccordionDetails>
+            </Accordion>
+          </Box>
+        ))}
+      </Box>
+
+      <Box
+        sx={{
+          position: "fixed",
+          bottom: 16,
+          left: "50%",
+          transform: "translateX(-50%)",
+          zIndex: 3,
+          pointerEvents: activeMonth ? "auto" : "none",
+          opacity: activeMonth ? 1 : 0,
+          transition: "opacity 160ms ease",
+        }}
+      >
+        <Box
+          ref={pillRef}
+          role="button"
+          tabIndex={0}
+          onClick={(e) => setMenuAnchor(e.currentTarget)}
+          onKeyDown={handlePillKeyDown}
+          aria-haspopup="menu"
+          aria-expanded={Boolean(menuAnchor)}
+          sx={{
+            display: "flex",
+            alignItems: "center",
+            gap: 0.5,
+            px: 1.5,
+            py: 0.75,
+            borderRadius: "999px",
+            cursor: "pointer",
+            userSelect: "none",
+            backgroundColor: (theme) => alpha(theme.palette.background.default, 0.85),
+            backdropFilter: "blur(8px)",
+            border: "1px solid",
+            borderColor: "divider",
+            boxShadow: 1,
+            transition: "background-color 160ms ease, transform 160ms ease",
+            "&:hover": {
+              backgroundColor: (theme) => alpha(theme.palette.background.default, 0.95),
+              transform: "translateY(-1px)",
+            },
+            "&:focus-visible": {
+              outline: "2px solid",
+              outlineColor: "primary.main",
+            },
+          }}
+        >
+          <Typography variant="caption" fontWeight={700} color="text.secondary">
+            {activeMonth ? (groups.find((g) => g.key === activeMonth)?.label ?? activeMonth) : ""}
+          </Typography>
+          <KeyboardArrowDownIcon sx={{ fontSize: 14, color: "text.secondary" }} />
+        </Box>
+      </Box>
+
+      <Menu
+        anchorEl={menuAnchor}
+        open={Boolean(menuAnchor)}
+        onClose={() => setMenuAnchor(null)}
+        anchorOrigin={{ vertical: "top", horizontal: "center" }}
+        transformOrigin={{ vertical: "bottom", horizontal: "center" }}
+      >
+        {groups.map((group) => (
+          <MenuItem
+            key={group.key}
+            selected={selectedMonth === group.key}
+            onClick={() => handleSelectMonth(group.key)}
+          >
+            <ListItemText
+              primary={group.label}
+              secondary={`${group.items.length} transactions`}
+            />
+          </MenuItem>
+        ))}
+      </Menu>
+    </>
+  );
+}

src/common/components/TransactionRow.tsx

@@ -0,0 +1,71 @@
+import React from "react";
+import { Box, Typography } from "@mui/material";
+import { ListCellRenderer, CurrencyField, applyDisplayFormat } from "../../../react-openapi";
+import type { ExpenseItem, TxnFieldConfigs } from "../types";
+
+interface TransactionRowProps {
+  item: ExpenseItem;
+  currency: string;
+  fields: TxnFieldConfigs;
+}
+
+export const TransactionRow = React.memo(function TransactionRow({ item, currency, fields }: TransactionRowProps) {
+  const itemCurrency = item.account?.currency ?? currency;
+
+  return (
+    <Box
+      sx={{
+        display: "flex",
+        alignItems: "center",
+        gap: 2,
+        px: 2,
+        py: 1.25,
+        border: "1px solid",
+        borderColor: "divider",
+        borderRadius: 2,
+        backgroundColor: "background.paper",
+        transition: "background-color 160ms ease, border-color 160ms ease",
+        "&:hover": {
+          backgroundColor: "action.hover",
+          borderColor: "primary.light",
+        },
+      }}
+    >
+      <Box
+        sx={{
+          width: 40,
+          flexShrink: 0,
+          display: "flex",
+          alignItems: "center",
+          justifyContent: "center",
+        }}
+      >
+        {item.entity?.logo ? (
+          <ListCellRenderer field={fields.logo} value={item.entity.logo} />
+        ) : (
+          <Box sx={{ width: 40, height: 40, borderRadius: 2, bgcolor: "action.hover" }} />
+        )}
+      </Box>
+      <Box sx={{ flex: "0 1 auto", minWidth: 0 }}>
+        <Typography
+          variant="body1"
+          fontWeight={600}
+          noWrap
+          sx={{ fontSize: "0.9375rem", lineHeight: 1.3 }}
+        >
+          {item.entity ? applyDisplayFormat(item.entity, fields.formats.entity) : "Unknown"}
+        </Typography>
+        <Box sx={{ display: "flex", alignItems: "center", gap: 1, flexWrap: "wrap" }}>
+          <Box sx={{ color: "text.secondary" }}>
+            <ListCellRenderer field={fields.occurredAt} value={item.occurred_at} />
+          </Box>
+          {item.account?.name && (
+            <ListCellRenderer field={fields.account} value={item.account} displayFormat={fields.formats.account} />
+          )}
+        </Box>
+      </Box>
+      <Box sx={{ flex: 1 }} />
+      <CurrencyField value={item.amount} currency={itemCurrency} large />
+    </Box>
+  );
+});

src/common/types.ts

@@ -0,0 +1,21 @@
+import type { FieldConfig } from "../../react-openapi";
+
+export interface ExpenseItem {
+  id: string;
+  entity?: { name?: string; type?: string; logo?: string } | null;
+  amount: number;
+  account?: { name?: string; number?: string; type?: string; currency?: string } | null;
+  tags?: { icon?: string; name?: string }[];
+  occurred_at?: string;
+  created_at?: string;
+  updated_at?: string;
+}
+
+export interface TxnFieldConfigs {
+  entity: FieldConfig;
+  amount: FieldConfig;
+  account: FieldConfig;
+  occurredAt: FieldConfig;
+  logo: FieldConfig;
+  formats: { entity: string; account: string };
+}

src/common/utils/dates.ts

@@ -0,0 +1,71 @@
+const DDMMYYYY = /^(\d{2})-(\d{2})-(\d{4})$/;
+
+export function parseOccurredAt(value?: string): Date {
+  const m = value?.match(DDMMYYYY);
+  if (!m) {
+    throw new Error(`Expense occurred_at is not DD-MM-YYYY: ${value}`);
+  }
+  const [, dd, mm, yyyy] = m;
+  const d = new Date(Number(yyyy), Number(mm) - 1, Number(dd));
+  if (
+    Number.isNaN(d.getTime()) ||
+    d.getDate() !== Number(dd) ||
+    d.getMonth() !== Number(mm) - 1 ||
+    d.getFullYear() !== Number(yyyy)
+  ) {
+    throw new Error(`Invalid expense occurred_at date: ${value}`);
+  }
+  return d;
+}
+
+export function isDdmmyyyy(value?: string): boolean {
+  if (!value) return true;
+  const m = value.match(DDMMYYYY);
+  if (!m) return false;
+  const [, dd, mm, yyyy] = m;
+  const d = new Date(Number(yyyy), Number(mm) - 1, Number(dd));
+  return !(
+    Number.isNaN(d.getTime()) ||
+    d.getDate() !== Number(dd) ||
+    d.getMonth() !== Number(mm) - 1 ||
+    d.getFullYear() !== Number(yyyy)
+  );
+}
+
+export function parseDdmmyyyy(value: string): Date {
+  const m = value.match(DDMMYYYY);
+  if (!m) throw new Error(`Date is not DD-MM-YYYY: ${value}`);
+  const [, dd, mm, yyyy] = m;
+  const d = new Date(Number(yyyy), Number(mm) - 1, Number(dd));
+  if (
+    Number.isNaN(d.getTime()) ||
+    d.getDate() !== Number(dd) ||
+    d.getMonth() !== Number(mm) - 1 ||
+    d.getFullYear() !== Number(yyyy)
+  ) {
+    throw new Error(`Invalid date: ${value}`);
+  }
+  return d;
+}
+
+export function monthKey(value?: string): string {
+  const d = parseOccurredAt(value);
+  return `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, "0")}`;
+}
+
+export function currentMonthKey(): string {
+  const now = new Date();
+  return `${now.getFullYear()}-${String(now.getMonth() + 1).padStart(2, "0")}`;
+}
+
+export function monthLabel(key: string): string {
+  const [y, m] = key.split("-").map(Number);
+  if (!y || !m) return key;
+  const d = new Date(y, m - 1, 1);
+  return d.toLocaleDateString("en-IN", { month: "long", year: "numeric" });
+}
+
+export function dateLabel(value: string): string {
+  const d = parseOccurredAt(value);
+  return d.toLocaleDateString("en-IN", { day: "numeric", month: "short", year: "numeric" });
+}

src/common/utils/fieldConfigs.ts

@@ -0,0 +1,26 @@
+import type { ResourceConfig } from "../../../react-openapi";
+import type { TxnFieldConfigs } from "../types";
+
+export function buildTxnFieldConfigs(resources: ResourceConfig[]): TxnFieldConfigs | null {
+  const expensesRes = resources.find((r) => r.name === "expenses");
+  const entitiesRes = resources.find((r) => r.name === "entities");
+  const accountsRes = resources.find((r) => r.name === "accounts");
+  const find = (res: ResourceConfig | undefined, name: string) => res?.fields.find((f) => f.name === name);
+  const entity = find(expensesRes, "entity");
+  const amount = find(expensesRes, "amount");
+  const account = find(expensesRes, "account");
+  const occurredAt = find(expensesRes, "occurred_at");
+  const logo = find(entitiesRes, "logo");
+  if (!entity || !amount || !account || !occurredAt || !logo) return null;
+  return {
+    entity,
+    amount,
+    account,
+    occurredAt,
+    logo,
+    formats: {
+      entity: entitiesRes?.displayFormat ?? "{name}",
+      account: accountsRes?.displayFormat ?? "{name}",
+    },
+  };
+}

src/common/utils/transactions.ts

@@ -0,0 +1,161 @@
+import type { ExpenseItem } from "../types";
+import { dateLabel, monthKey, monthLabel, parseOccurredAt } from "./dates";
+
+export function isExpense(item: ExpenseItem): boolean {
+  return (item.amount ?? 0) < 0;
+}
+
+export interface DateGroup {
+  date: string;
+  label: string;
+  items: ExpenseItem[];
+}
+
+export function groupByDate(items: ExpenseItem[]): DateGroup[] {
+  const sorted = [...items].sort(
+    (a, b) => parseOccurredAt(b.occurred_at).getTime() - parseOccurredAt(a.occurred_at).getTime(),
+  );
+  const map = new Map<string, ExpenseItem[]>();
+  for (const item of sorted) {
+    const key = item.occurred_at ?? "";
+    const list = map.get(key) ?? [];
+    list.push(item);
+    map.set(key, list);
+  }
+  return [...map.entries()].map(([date, list]) => ({
+    date,
+    label: dateLabel(date),
+    items: list,
+  }));
+}
+
+export type PeriodGranularity = "weekly" | "monthly" | "quarterly" | "yearly";
+
+export interface PeriodGroup {
+  key: string;
+  label: string;
+  items: ExpenseItem[];
+  spent: number;
+  income: number;
+  currency: string;
+}
+
+/** Metrics verbatim from the API's ReportMetrics (camelCased). */
+export interface ListGroupMetrics {
+  sum: number;
+  count: number;
+  avg: number | null;
+  min: number | null;
+  max: number | null;
+  cadence: number | null;
+  frequency: number | null;
+}
+
+export interface ListPeriodGroup extends PeriodGroup {
+  metrics?: ListGroupMetrics;
+}
+
+function isoWeekKey(d: Date): string {
+  const date = new Date(Date.UTC(d.getFullYear(), d.getMonth(), d.getDate()));
+  const day = date.getUTCDay() || 7;
+  date.setUTCDate(date.getUTCDate() + 4 - day);
+  const yearStart = new Date(Date.UTC(date.getUTCFullYear(), 0, 1));
+  const week = Math.ceil(((date.getTime() - yearStart.getTime()) / 86400000 + 1) / 7);
+  return `${date.getUTCFullYear()}-W${String(week).padStart(2, "0")}`;
+}
+
+function quarterKey(d: Date): string {
+  return `${d.getFullYear()}-Q${Math.floor(d.getMonth() / 3) + 1}`;
+}
+
+export function periodKey(value: string | undefined, granularity: PeriodGranularity): string {
+  const d = parseOccurredAt(value);
+  switch (granularity) {
+    case "weekly":
+      return isoWeekKey(d);
+    case "quarterly":
+      return quarterKey(d);
+    case "yearly":
+      return String(d.getFullYear());
+    default:
+      return monthKey(value);
+  }
+}
+
+export function periodLabel(key: string, granularity: PeriodGranularity): string {
+  switch (granularity) {
+    case "weekly":
+    case "yearly":
+      return key;
+    case "quarterly": {
+      const [y, q] = key.split("-Q");
+      return `Q${q} ${y}`;
+    }
+    default:
+      return monthLabel(key);
+  }
+}
+
+export function groupByPeriod(items: ExpenseItem[], granularity: PeriodGranularity = "monthly"): PeriodGroup[] {
+  const map = new Map<string, ExpenseItem[]>();
+  for (const item of items) {
+    const key = periodKey(item.occurred_at, granularity);
+    const list = map.get(key) ?? [];
+    list.push(item);
+    map.set(key, list);
+  }
+  return [...map.entries()]
+    .map(([key, list]) => {
+      const sorted = [...list].sort(
+        (a, b) => parseOccurredAt(b.occurred_at).getTime() - parseOccurredAt(a.occurred_at).getTime(),
+      );
+      const currency = sorted.find((it) => it.account?.currency)?.account?.currency ?? "INR";
+      const spent = sorted.filter(isExpense).reduce((sum, it) => sum + Math.abs(it.amount ?? 0), 0);
+      const income = sorted.filter((it) => !isExpense(it)).reduce((sum, it) => sum + (it.amount ?? 0), 0);
+      return { key, label: periodLabel(key, granularity), items: sorted, spent, income, currency };
+    })
+    .sort((a, b) => b.key.localeCompare(a.key));
+}
+
+export interface TxnMetrics {
+  sum: number;
+  count: number;
+  avg: number | null;
+  min: number | null;
+  max: number | null;
+  cadenceDays: number | null;
+  frequency: number | null;
+}
+
+/** Mirrors backend ReportMetrics.compute_metrics over a list of transactions. */
+export function computeTxnMetrics(items: ExpenseItem[]): TxnMetrics {
+  const amounts = items.filter((it) => typeof it.amount === "number").map((it) => it.amount as number);
+  const empty = { sum: 0, count: 0, avg: null, min: null, max: null, cadenceDays: null, frequency: null };
+  if (amounts.length === 0) {
+    return empty;
+  }
+  const dates = items
+    .map((it) => it.occurred_at)
+    .filter((d): d is string => !!d)
+    .map((d) => parseOccurredAt(d).getTime())
+    .sort((a, b) => a - b);
+  const sum = amounts.reduce((s, a) => s + a, 0);
+  let cadenceDays: number | null = null;
+  if (dates.length >= 2) {
+    const gaps: number[] = [];
+    for (let i = 0; i < dates.length - 1; i += 1) {
+      gaps.push((dates[i + 1] - dates[i]) / 86400000);
+    }
+    cadenceDays = Math.round((gaps.reduce((s, g) => s + g, 0) / gaps.length) * 100) / 100;
+  }
+  const frequency = cadenceDays != null && cadenceDays > 0 ? Math.round((1 / cadenceDays) * 100) / 100 : null;
+  return {
+    sum,
+    count: amounts.length,
+    avg: sum / amounts.length,
+    min: Math.min(...amounts),
+    max: Math.max(...amounts),
+    cadenceDays,
+    frequency,
+  };
+}

src/components/Dashboard/Dashboard.models.ts

@@ -1,61 +0,0 @@
-import * as React from "react";
-import {
-  ReportData,
-  GroupKey,
-} from "../../features/report";
-
-export type DashboardFlow = "outflows" | "inflows";
-export type DashboardPeriodType = "rolling" | "calendar";
-export type DashboardSelectedPeriodId = string | null;
-
-export interface DashboardState {
-  flow: DashboardFlow;
-  periodType: DashboardPeriodType;
-  selectedPeriodId: DashboardSelectedPeriodId;
-  selectedGroupKey: GroupKey | null;
-  comparison: boolean;
-}
-
-export interface DashboardStateSetters {
-  setSelectedPeriodId: (id: DashboardSelectedPeriodId) => void;
-  setSelectedGroupKey: (groupKey: GroupKey | null) => void;
-  toggleFlow: () => void;
-  togglePeriodType: () => void;
-  toggleComparison: () => void;
-}
-
-export interface DashboardSection {
-  id: string;
-  title: string;
-  component: React.ComponentType<any>;
-  summary?: string;
-  settings?: Record<string, any>;
-}
-
-export interface DashboardConfig {
-  sections: DashboardSection[];
-}
-
-export interface DashboardViewProps {
-  config: DashboardConfig;
-  data: ReportData;
-  state: DashboardState;
-  stateSetters: DashboardStateSetters;
-  isFetching: boolean;
-}
-
-export interface ColorScheme {
-  primary: string;
-  surface: string;
-  text: string;
-}
-
-export interface ComponentProps extends DashboardSection {
-  reportData: ReportData;
-
-  state: DashboardState;
-  stateSetters: DashboardStateSetters;
-  isFetching: boolean;
-
-  colorScheme: ColorScheme;
-}

src/components/Dashboard/Dashboard.view.tsx

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

src/components/Dashboard/index.ts

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

src/components/HistoryChart/HistoryChart.adapter.ts

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

src/components/HistoryChart/HistoryChart.models.ts

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

src/components/HistoryChart/HistoryChart.props.ts

@@ -1,21 +0,0 @@
-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

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

src/components/HistoryChart/HistoryChart.utils.ts

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

src/components/HistoryChart/HistoryChart.view.tsx

@@ -1,205 +0,0 @@
-import * as React from "react";
-import {
-  Box,
-  Typography,
-  ToggleButtonGroup,
-  ToggleButton,
-  Paper
-} from "@mui/material";
-import { useTheme, alpha } from "@mui/material/styles";
-import IconButton from "@mui/material/IconButton";
-import ChevronLeftIcon from "@mui/icons-material/ChevronLeft";
-import ChevronRightIcon from "@mui/icons-material/ChevronRight";
-import {
-  HistoryChartViewProps,
-} from "./HistoryChart.props";
-import { formatDisplay } from "./HistoryChart.utils";
-
-export default function HistoryChartView({
-  title,
-  summary,
-  settings,
-
-  state,
-  stateSetters,
-  isFetching,
-
-  colorScheme,
-
-  activeTab,
-  setActiveTab,
-  currentData,
-  visibleData,
-  maxAmount,
-  visibleCount,
-  startIndex,
-  setStartIndex,
-  activeDataKey,
-}: HistoryChartViewProps) {
-
-  const { flow, periodType, selectedPeriodId, comparison } = state;
-  const { togglePeriodType, setSelectedPeriodId, toggleComparison } = stateSetters;
-
-  const theme = useTheme();
-  const isDark = theme.palette.mode === "dark";
-
-  const total = currentData.length;
-  const maxStartIndex = Math.max(total - visibleCount, 0);
-  const clampedStartIndex = Math.min(startIndex, maxStartIndex);
-
-  const handleTabChange = (_: React.MouseEvent<HTMLElement>, newTab: string | null) => {
-    if (newTab !== null) setActiveTab(newTab);
-  };
-
-  const canGoLeft = clampedStartIndex > 0;
-  const canGoRight = clampedStartIndex < maxStartIndex;
-
-  const handlePrev = () => {
-    if (!canGoLeft) return;
-    setStartIndex((prev) => Math.max(prev - visibleCount, 0));
-  };
-
-  const handleNext = () => {
-    if (!canGoRight) return;
-    setStartIndex((prev) => {
-      const next = prev + visibleCount;
-      return Math.min(next, maxStartIndex);
-    });
-  };
-
-  return (
-    <Paper
-      sx={{
-        p: { xs: 2.5, sm: 4 },
-        borderRadius: 4,
-        width: "100%",
-        boxShadow: "none",
-        border: "1px solid",
-        borderColor: "divider",
-        bgcolor: isDark ? "background.paper" : colorScheme.surface,
-        opacity: isFetching ? 0.6 : 1,
-        transition: "opacity 0.3s ease",
-        pointerEvents: isFetching ? "none" : "auto",
-      }}
-    >
-      <Typography variant="h6" fontWeight={700} gutterBottom>
-        {title}
-      </Typography>
-
-      {summary && (
-        <Typography variant="body2" color="text.secondary" sx={{ mb: 3 }}>
-          {summary}
-        </Typography>
-      )}
-
-      <ToggleButtonGroup value={activeTab} exclusive onChange={handleTabChange} fullWidth sx={{ mb: 4 }}>
-        {settings.tabs.map((tab) => (
-          <ToggleButton key={tab} value={tab}>
-            {tab}
-          </ToggleButton>
-        ))}
-      </ToggleButtonGroup>
-
-      <Box sx={{ display: "flex", justifyContent: "space-between", mb: 3 }}>
-        <ToggleButtonGroup value={periodType} exclusive onChange={togglePeriodType} size="small">
-          <ToggleButton value="rolling">Rolling</ToggleButton>
-          <ToggleButton value="calendar">Calendar</ToggleButton>
-        </ToggleButtonGroup>
-
-        <ToggleButton
-          value="compare"
-          selected={comparison}
-          onChange={toggleComparison}
-          size="small"
-        >
-          Compare
-        </ToggleButton>
-      </Box>
-
-      {currentData.length > 0 ? (
-        <Box sx={{ position: "relative", mt: 4 }}>
-          {canGoLeft && (
-            <IconButton onClick={handlePrev} size="small" sx={{ position: "absolute", left: 0, top: "50%" }}>
-              <ChevronLeftIcon fontSize="small" />
-            </IconButton>
-          )}
-
-          <Box sx={{ display: "flex", alignItems: "flex-end", height: 220, mt: 4 }}>
-            {visibleData.map((point) => {
-              const currentHeight = (point.amount / maxAmount) * 100;
-              const compareHeight = comparison
-                ? ((point.compare?.amount ?? 0) / maxAmount) * 100
-                : 0;
-
-              const isSelected = selectedPeriodId === point.id;
-              const display = formatDisplay(point, activeDataKey, comparison);
-
-              return (
-                <Box
-                  key={point.id}
-                  onClick={() =>
-                    setSelectedPeriodId(isSelected ? null : point.id)
-                  }
-                  sx={{
-                    flex: 1,
-                    display: "flex",
-                    flexDirection: "column",
-                    alignItems: "center",
-                    cursor: "pointer",
-                    height: "100%"
-                  }}
-                >
-                  <Box sx={{ display: "flex", alignItems: "flex-end", gap: 1, height: "100%" }}>
-                    {comparison && (
-                      <Box
-                        sx={{
-                          width: 8,
-                          height: `${compareHeight}%`,
-                          bgcolor: alpha(colorScheme.primary, 0.4),
-                          borderRadius: "4px 4px 0 0"
-                        }}
-                      />
-                    )}
-
-                    <Box
-                      sx={{
-                        width: 12,
-                        height: `${currentHeight}%`,
-                        bgcolor: isSelected ? "warning.main" : colorScheme.primary,
-                        borderRadius: "4px 4px 0 0"
-                      }}
-                    />
-                  </Box>
-
-                  <Typography variant="caption">
-                    {point.label}
-                  </Typography>
-
-                  {comparison && point.compare && (
-                    <Typography variant="caption" color="text.secondary">
-                      {point.compare.label}
-                    </Typography>
-                  )}
-
-                  <Typography variant="caption">
-                    {display}
-                  </Typography>
-                </Box>
-              );
-            })}
-          </Box>
-
-          {canGoRight && (
-            <IconButton onClick={handleNext} size="small" sx={{ position: "absolute", right: 0, top: "50%" }}>
-              <ChevronRightIcon fontSize="small" />
-            </IconButton>
-          )}
-        </Box>
-      ) : (
-        <Box sx={{ height: 200, display: "flex", alignItems: "center", justifyContent: "center" }}>
-          <Typography color="text.secondary">No Data Available</Typography>
-        </Box>
-      )}
-    </Paper>
-  );
-}

src/components/HistoryChart/index.ts

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

src/components/LatestItems/LatestItems.adapter.ts

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

src/components/LatestItems/LatestItems.models.ts

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

src/components/LatestItems/LatestItems.props.ts

@@ -1,10 +0,0 @@
-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

@@ -1,40 +0,0 @@
-import * as React from "react";
-import { buildLatestItems } from "./LatestItems.adapter";
-import LatestItemsView from "./LatestItems.view";
-import { LatestItemsProps } from "./LatestItems.props";
-
-export default function LatestItems(props: LatestItemsProps) {
-  const {
-    reportData,
-    state,
-    stateSetters,
-    isFetching,
-  } = props;
-
-  const { flow, selectedPeriodId, selectedGroupKey } = state;
-  const [visibleCount, setVisibleCount] = React.useState(5);
-
-  // Reset count when flow changes to start clean
-  React.useEffect(() => {
-    setVisibleCount(5);
-  }, [flow]);
-
-  const allItems = React.useMemo(() => {
-    return buildLatestItems(reportData, selectedPeriodId, selectedGroupKey, flow);
-  }, [reportData, selectedPeriodId, selectedGroupKey, flow]);
-
-  const visibleItems = React.useMemo(() => {
-    return allItems.slice(0, visibleCount);
-  }, [allItems, visibleCount]);
-
-  const canExpand = visibleCount < allItems.length;
-
-  return (
-    <LatestItemsView
-      {...props}
-      items={visibleItems}
-      canExpand={canExpand}
-      onExpand={() => setVisibleCount((prev) => prev + 5)}
-    />
-  );
-}

src/components/LatestItems/LatestItems.view.tsx

@@ -1,93 +0,0 @@
-import * as React from "react";
-import {
-  List,
-  ListItem,
-  ListItemAvatar,
-  ListItemText,
-  Avatar,
-  Typography,
-  Box,
-  IconButton,
-} from "@mui/material";
-import { alpha } from "@mui/material/styles";
-import ExpandMoreIcon from "@mui/icons-material/ExpandMore";
-import { LatestItemsViewProps } from "./LatestItems.props";
-
-export default function LatestItemsView({
-  items,
-  title,
-  canExpand,
-  onExpand,
-  isFetching,
-  colorScheme,
-}: LatestItemsViewProps) {
-  const accentColor = colorScheme?.primary || "";
-
-  return (
-    <Box sx={{ width: "100%", bgcolor: "background.paper", borderRadius: 4, p: 2, opacity: isFetching ? 0.6 : 1, transition: "opacity 0.3s ease", pointerEvents: isFetching ? "none" : "auto" }}>
-      <Box sx={{ mb: 2, px: 2 }}>
-        <Typography variant="h6" fontWeight="bold">
-          {title}
-        </Typography>
-      </Box>
-
-      <List disablePadding>
-        {items.map((item, index) => (
-          <ListItem
-            key={item.id}
-            sx={{
-              px: { xs: 1, sm: 2 },
-              py: 2,
-              mb: index !== items.length - 1 ? 1 : 0,
-              borderRadius: 3,
-              "&:hover": { bgcolor: "action.hover" },
-            }}
-          >
-            <ListItemAvatar>
-              <Avatar
-                variant="rounded"
-                sx={{
-                  bgcolor: alpha(accentColor, 0.13),
-                  width: 48,
-                  height: 48,
-                  borderRadius: 3,
-                  mr: 2,
-                }}
-              />
-            </ListItemAvatar>
-
-            <ListItemText
-              primary={
-                <Typography variant="subtitle1" fontWeight={600}>
-                  {item.title}
-                </Typography>
-              }
-              secondary={
-                <Typography variant="body2" color="text.secondary">
-                  {item.subtitle}
-                </Typography>
-              }
-            />
-
-            <Box sx={{ textAlign: "right" }}>
-              <Typography variant="subtitle1" fontWeight={700}>
-                {item.amount}
-              </Typography>
-              <Typography variant="caption" color="text.secondary">
-                {item.timeAgo}
-              </Typography>
-            </Box>
-          </ListItem>
-        ))}
-
-        {canExpand && (
-          <Box sx={{ display: "flex", justifyContent: "center", mt: 2 }}>
-            <IconButton size="small" onClick={onExpand}>
-              <ExpandMoreIcon />
-            </IconButton>
-          </Box>
-        )}
-      </List>
-    </Box>
-  );
-}

src/components/LatestItems/index.ts

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

src/components/ProgressCard/ProgressCard.props.ts

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

src/components/ProgressCard/ProgressCard.view.tsx

@@ -1,129 +0,0 @@
-import * as React from "react";
-import {
-  Box,
-  Typography,
-  Paper,
-  LinearProgress,
-  Divider,
-  linearProgressClasses
-} from "@mui/material";
-import { useTheme, alpha } from "@mui/material/styles";
-import { getPercentage, formatCurrency } from "../report.helpers";
-import { ProgressCardViewProps } from "./ProgressCard.props";
-
-export default function ProgressCardView({
-  title,
-  settings,
-
-  isFetching,
-
-  colorScheme,
-
-  progressAmount,
-  totalAmount,
-  selected,
-  onClick,
-}: ProgressCardViewProps) {
-  const theme = useTheme();
-
-  const percentage = getPercentage(progressAmount, totalAmount);
-  const formattedProgress = formatCurrency(progressAmount);
-  const formattedTotal = formatCurrency(totalAmount);
-
-  return (
-    <Paper
-      elevation={settings.compact ? 2 : 4}
-      onClick={onClick}
-      sx={{
-        width: "100%",
-        p: settings.compact ? { xs: 2.5, md: 3 } : { xs: 3, md: 4 },
-        borderRadius: settings.compact ? 3 : 4,
-        transform: selected ? "scale(1.02)" : "scale(1)",
-        transition: "transform 0.2s ease, box-shadow 0.2s ease",
-        bgcolor: colorScheme.surface,
-        color: colorScheme.text,
-        display: "flex",
-        flexDirection: "column",
-        alignItems: settings.compact ? "flex-start" : "center",
-        justifyContent: "center",
-        position: "relative",
-        overflow: "hidden",
-        border: selected
-          ? `2px solid ${colorScheme.primary}`
-          : "1px solid",
-        borderColor: selected ? colorScheme.primary : "divider",
-        boxShadow: "none",
-        opacity: isFetching ? 0.6 : 1,
-        pointerEvents: isFetching ? "none" : "auto",
-      }}
-    >
-      <Typography
-        variant={settings.compact ? "body2" : "subtitle1"}
-        fontWeight={700}
-        sx={{
-          opacity: 0.95,
-          mb: settings.compact ? 1.5 : 2,
-          width: "100%",
-          overflow: "hidden",
-          textOverflow: "ellipsis",
-          whiteSpace: "nowrap",
-          letterSpacing: 0.5,
-        }}
-      >
-        {title}
-      </Typography>
-
-      <Box sx={{ mb: settings.compact ? 2 : 3, width: "100%" }}>
-        <Typography
-          variant={settings.compact ? "h5" : "h3"}
-          fontWeight={900}
-          sx={{
-            mb: 0.5,
-            lineHeight: 1.2,
-          }}
-        >
-          {formattedProgress}
-        </Typography>
-
-        <Divider
-          sx={{
-            my: 1,
-            borderColor: "divider",
-            width: "100%",
-          }}
-        />
-
-        <Typography
-          variant={settings.compact ? "caption" : "body2"}
-          sx={{
-            opacity: 0.85,
-            fontWeight: 500,
-            display: "block",
-            color: alpha(colorScheme.text, 0.85),
-          }}
-        >
-          of {formattedTotal}
-        </Typography>
-      </Box>
-
-      <Box sx={{ width: "100%", mt: "auto" }}>
-        <LinearProgress
-          variant="determinate"
-          value={percentage}
-          sx={{
-            height: settings.compact ? 6 : 10,
-            borderRadius: 5,
-            [`&.${linearProgressClasses.colorPrimary}`]: {
-              backgroundColor: alpha(theme.palette.divider, 0.5),
-            },
-            [`& .${linearProgressClasses.bar}`]: {
-              borderRadius: 5,
-              backgroundColor: colorScheme.primary,
-              boxShadow: `0 0 8px ${alpha(colorScheme.primary, 0.4)}`,
-            },
-          }}
-        />
-      </Box>
-    </Paper>
-  );
-}

src/components/ProgressCard/TopPayees.adapter.ts

@@ -1,31 +0,0 @@
-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

@@ -1,83 +0,0 @@
-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

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

src/components/ProgressCard/TopTags.tsx

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