all period types

react-openapi/Admin.tsx

@@ -1,5 +1,4 @@
 import * as React from "react";
-import { QueryClient, QueryClientProvider } from "@tanstack/react-query";
 import { useAuth, AuthPage } from "../react-auth";
 import { UploadProvider } from "./providers/UploadProvider";
 import AdminLayout from "./components/AdminLayout";
@@ -13,17 +12,17 @@ import {
   Route,
   useNavigate,
   useParams,
-  Navigate,
 } from "react-router-dom";
 
-const queryClient = new QueryClient();
+import { ConfigContext } from "./providers/ConfigContext";
-
-// Create a context for the app config
-export const ConfigContext = React.createContext<AppConfig | null>(null);
 
 function Dashboard({ basePath }: { basePath: string }) {
   const config = React.useContext(ConfigContext);
   const navigate = useNavigate();
+
+  const resources = config?.resources || [];
+  const visibleResources = resources.filter((res) => !res.hidden);
+
   return (
     <Box>
       <Typography variant="h4" gutterBottom>
@@ -41,7 +40,7 @@ function Dashboard({ basePath }: { basePath: string }) {
           mt: 4,
         }}
       >
-        {config?.resources.map((res) => (
+        {visibleResources.map((res) => (
           <Paper 
             key={res.name} 
             sx={{ 
@@ -69,6 +68,9 @@ function AdminApp({ basePath }: { basePath: string }) {
   const config = React.useContext(ConfigContext);
   const navigate = useNavigate();
 
+  const resources = config?.resources || [];
+  const visibleResources = resources.filter((res) => !res.hidden);
+
   if (!currentUser) {
     return (
       <AuthPage
@@ -89,7 +91,7 @@ function AdminApp({ basePath }: { basePath: string }) {
       username={currentUser.username}
       onLogout={logout}
       onSelectResource={(name) => navigate(`/admin/${name}`)}
-      resources={config?.resources || []}
+      resources={visibleResources}
     >
       <Routes>
         <Route path="/" element={<Dashboard basePath={basePath} />} />
@@ -120,14 +122,17 @@ interface AdminProps {
 }
 
 export default function Admin({ basePath = "/admin", resourceOverrides = {}, profileConfig = {} }: AdminProps) {
-  const [config, setConfig] = React.useState<AppConfig | null>(null);
+  const existingConfig = React.useContext(ConfigContext);
+  const [config, setConfig] = React.useState<AppConfig | null>(existingConfig);
 
   React.useEffect(() => {
+    if (!existingConfig) {
       getAppConfig(resourceOverrides, profileConfig).then((cfg) => {
         initializeApiClients(cfg.baseUrl, cfg.authBaseUrl);
         setConfig(cfg);
       });
-  }, [resourceOverrides, profileConfig]);
+    }
+  }, [resourceOverrides, profileConfig, existingConfig]);
 
   if (!config) {
     return (
@@ -144,13 +149,21 @@ export default function Admin({ basePath = "/admin", resourceOverrides = {}, pro
     );
   }
 
-  return (
+  const content = (
-    <QueryClientProvider client={queryClient}>
-      <ConfigContext.Provider value={config}>
     <UploadProvider>
       <AdminApp basePath={basePath} />
     </UploadProvider>
+  );
+
+  // If we have an existing config, we are already inside a Provider and QueryClient
+  if (existingConfig) {
+    return content;
+  }
+
+  // Fallback for standalone usage
+  return (
+    <ConfigContext.Provider value={config}>
+      {content}
     </ConfigContext.Provider>
-    </QueryClientProvider>
   );
 }

react-openapi/components/GenericForm.tsx

@@ -11,7 +11,7 @@ import { useUpload } from '../providers/UploadProvider';
 import { useQueries } from '@tanstack/react-query';
 import { useResource } from '../hooks/useResource';
 import FormField from './fields/FormField';
-import { ConfigContext } from '../Admin';
+import { ConfigContext } from '../providers/ConfigContext';
 
 interface GenericFormProps {
   config: ResourceConfig;
@@ -67,6 +67,7 @@ export default function GenericForm({
   const relationDataMap = React.useMemo(() => {
     const map: Record<string, any[]> = {};
     allRelations.forEach((relName, index) => {
+      // @ts-ignore
       map[relName] = queries[index].data || [];
     });
     return map;

react-openapi/components/ProfileView.tsx

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

react-openapi/hooks/useResource.ts

@@ -1,16 +1,22 @@
 import { useQuery, useMutation, useQueryClient } from "@tanstack/react-query";
 import { api } from "../api/client";
 import { ResourceConfig } from "../types/config";
+import { ConfigContext } from "../providers/ConfigContext";
+import * as React from "react";
 
-export function useResource<T = any>(config: ResourceConfig) {
+export function useResource<T = any>(config: ResourceConfig | undefined) {
   const queryClient = useQueryClient();
-  const { name, endpoint, primaryKey } = config;
+  
+  // Return empty/disabled hooks if config is missing
+  const { name = '', endpoint = '', primaryKey = 'id' } = config || {};
 
   // --- READ ALL ---
   const useList = (params?: any) => 
     useQuery({
       queryKey: [name, "list", params],
       queryFn: async () => {
+        if (!endpoint) return { data: [], total: 0 };
+        console.log('params:', params);
         // @ts-ignore
         const res = await api.get<T[]>(endpoint, { params });
         const total = res.headers ? parseInt(res.headers['x-total-count'] || res.headers['X-Total-Count']) : undefined;
@@ -18,7 +24,8 @@ export function useResource<T = any>(config: ResourceConfig) {
             data: res.data, 
             total: isNaN(total as any) ? undefined : total 
         };
-      }
+      },
+      enabled: !!endpoint,
     });
 
   // --- READ ONE ---
@@ -26,18 +33,19 @@ export function useResource<T = any>(config: ResourceConfig) {
     useQuery({
       queryKey: [name, "detail", id],
       queryFn: async () => {
-        if (!id) return null;
+        if (!id || !endpoint) return null;
         // @ts-ignore
         const res = await api.get<T>(`${endpoint}/${id}`);
         return res.data;
       },
-      enabled: !!id,
+      enabled: !!id && !!endpoint,
     });
 
   // --- CREATE ---
   const useCreate = () =>
     useMutation({
       mutationFn: async (data: Partial<T>) => {
+        if (!endpoint) throw new Error("Endpoint not defined");
         // @ts-ignore
         const res = await api.post<T>(endpoint, data);
         return res.data;
@@ -51,6 +59,7 @@ export function useResource<T = any>(config: ResourceConfig) {
   const useUpdate = () =>
     useMutation({
       mutationFn: async ({ id, data }: { id: string; data: Partial<T> }) => {
+        if (!endpoint) throw new Error("Endpoint not defined");
         // @ts-ignore
         const res = await api.put<T>(`${endpoint}/${id}`, data);
         return res.data;
@@ -67,6 +76,7 @@ export function useResource<T = any>(config: ResourceConfig) {
   const useDelete = () =>
     useMutation({
       mutationFn: async (id: string) => {
+        if (!endpoint) throw new Error("Endpoint not defined");
         await api.delete(`${endpoint}/${id}`);
         return id;
       },
@@ -79,6 +89,7 @@ export function useResource<T = any>(config: ResourceConfig) {
   const getListQueryOptions = (params?: any) => ({
     queryKey: [name, "list", params],
     queryFn: async () => {
+      if (!endpoint) return { data: [], total: 0 };
       // @ts-ignore
       const res = await api.get<T[]>(endpoint, { params });
       const total = res.headers ? parseInt(res.headers['x-total-count'] || res.headers['X-Total-Count']) : undefined;
@@ -87,6 +98,7 @@ export function useResource<T = any>(config: ResourceConfig) {
           total: isNaN(total as any) ? undefined : total 
       };
     },
+    enabled: !!endpoint,
   });
 
   // --- READ ME ---
@@ -94,16 +106,19 @@ export function useResource<T = any>(config: ResourceConfig) {
     useQuery({
       queryKey: [name, "me"],
       queryFn: async () => {
+        if (!endpoint) return null;
         // @ts-ignore
         const res = await api.get<T>(`${endpoint}/me`);
         return res.data;
       },
+      enabled: !!endpoint,
     });
 
   // --- UPDATE ME ---
   const useUpdateMe = () =>
     useMutation({
       mutationFn: async (data: Partial<T>) => {
+        if (!endpoint) throw new Error("Endpoint not defined");
         // @ts-ignore
         const res = await api.put<T>(`${endpoint}/me`, data);
         return res.data;
@@ -125,3 +140,10 @@ export function useResource<T = any>(config: ResourceConfig) {
     getListQueryOptions,
   };
 }
+
+export function useResourceByName<T = any>(name: string) {
+  const config = React.useContext(ConfigContext);
+  const resourceConfig = config?.resources.find((r) => r.name === name);
+  return useResource<T>(resourceConfig);
+}
+

react-openapi/index.ts

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

react-openapi/providers/AppProvider.tsx

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

react-openapi/providers/ConfigContext.tsx

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

react-openapi/types/config.ts

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

react-openapi/types/overrides.ts

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

react-openapi/utils/openapi_loader.ts

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

src/Dashboard.tsx

@@ -2,100 +2,18 @@ import * as React from "react";
 import {
   Box,
   Container,
-  Grid,
   CircularProgress,
-  Alert,
+  Alert
-  ToggleButton,
-  ToggleButtonGroup
 } from "@mui/material";
 
-import LatestItemsList, { LatestItem } from "./components/LatestItemsList";
+import ConfigurableDashboard from "./components/Dashboard";
-import HistoryChart from "./components/HistoryChart";
+import { configuration } from "./dashboard-config";
-import {
+import { useDashboardData } from "./features/dashboard";
-  AggregatedDashboardData
-} from "./types/historyChart";
-
-import {
-  fetchLatestTransactions,
-  fetchAggregatedExpenses,
-  fetchAggregatedIncome,
-} from "./utils/dashboardLoader";
 
 export default function Dashboard() {
-  const [latest, setLatest] = React.useState<{
+  const { data, isLoading, error } = useDashboardData();
-    expense: LatestItem[];
-    income: LatestItem[];
-  }>({
-    expense: [],
-    income: []
-  });
 
-  const [aggregated, setAggregated] = React.useState<{
+  if (isLoading) {
-    expense: AggregatedDashboardData | null;
-    income: AggregatedDashboardData | null;
-  }>({
-    expense: null,
-    income: null
-  });
-
-  const [mode, setMode] = React.useState<"expense" | "income">("expense");
-  const [period, setPeriod] = React.useState<"rolling" | "calendar">("rolling");
-  const [comparison, setComparison] = React.useState(false);
-
-  const [loading, setLoading] = React.useState(true);
-  const [error, setError] = React.useState<string | null>(null);
-
-  // -------- LOAD ONCE --------
-  React.useEffect(() => {
-    async function loadData() {
-      try {
-        setLoading(true);
-
-        const [
-          latestExpense,
-          latestIncome,
-          expenseData,
-          incomeData
-        ] = await Promise.all([
-          fetchLatestTransactions("expense"),
-          fetchLatestTransactions("income"),
-          fetchAggregatedExpenses(),
-          fetchAggregatedIncome()
-        ]);
-
-        setLatest({
-          expense: latestExpense,
-          income: latestIncome
-        });
-
-        setAggregated({
-          expense: expenseData,
-          income: incomeData
-        });
-
-      } catch (err: any) {
-        console.error(err);
-        setError(err.message || "Failed to load dashboard data");
-      } finally {
-        setLoading(false);
-      }
-    }
-
-    loadData();
-  }, []);
-
-  const currentData = aggregated[mode];
-  if (!currentData) {
-    return (
-      <Box sx={{ display: "flex", justifyContent: "center", alignItems: "center", height: "60vh" }}>
-        <CircularProgress />
-      </Box>
-    );
-  }
-  const currentLatest = latest[mode];
-
-  // -------- UI STATES --------
-  if (loading) {
     return (
       <Box sx={{ display: "flex", justifyContent: "center", alignItems: "center", height: "60vh" }}>
         <CircularProgress />
@@ -106,49 +24,19 @@ export default function Dashboard() {
   if (error) {
     return (
       <Container sx={{ mt: 4 }}>
-        <Alert severity="error">{error}</Alert>
+        <Alert severity="error">{String(error)}</Alert>
       </Container>
     );
   }
 
+  if (!data) {
+    return null;
+  }
+
   return (
-    <Container sx={{ mt: 4, mb: 4 }}>
+    <ConfigurableDashboard
-      {/* -------- TOGGLE -------- */}
+      config={configuration}
-      <Box sx={{ display: "flex", justifyContent: "center", mb: 3 }}>
+      data={data}
-        <ToggleButtonGroup
-          value={mode}
-          exclusive
-          onChange={(_, val) => val && setMode(val)}
-        >
-          <ToggleButton value="expense">Expenses</ToggleButton>
-          <ToggleButton value="income">Income</ToggleButton>
-        </ToggleButtonGroup>
-      </Box>
-
-      <Grid container spacing={4} direction="row">
-
-        <Grid size={12}>
-          <HistoryChart
-            header={`${mode === "expense" ? "Expense" : "Income"} Breakdown`}
-            summary="Interactive chronological tracking"
-            tabs={["Daily", "Weekly", "Monthly"]}
-            data={currentData.chartData}
-            period={period}
-            onPeriodChange={setPeriod}
-            comparison={comparison}
-            setComparison={setComparison}
     />
-        </Grid>
-
-        <Grid size={12}>
-          <LatestItemsList
-            title={`Recent ${mode === "expense" ? "Expenses" : "Income"}`}
-            items={currentLatest}
-            onViewAll={() => {}}
-          />
-        </Grid>
-
-      </Grid>
-    </Container>
   );
 }

src/Header.tsx

@@ -83,12 +83,14 @@ export default function Header({
         <Typography
           variant="h6"
           noWrap
-          sx={{ flexGrow: 1, fontWeight: "bold", cursor: "pointer" }}
+          sx={{ fontWeight: "bold", cursor: "pointer" }}
           onClick={() => navigate("/")}
         >
           {headerTitle}
         </Typography>
 
+        <span style={{ flexGrow: 1 }} />
+
         {/* AUTH SECTION */}
         {isAuthenticated ? (
           <>

src/components/Dashboard/Dashboard.models.ts

@@ -0,0 +1,53 @@
+import * as React from "react";
+
+export type DashboardMode = "expense" | "income";
+export type DashboardPeriodType = "rolling" | "calendar";
+export type DashboardSelectedPeriodId = string | null;
+
+export interface DashboardState {
+  mode: DashboardMode;
+  periodType: DashboardPeriodType;
+  selectedPeriodId: DashboardSelectedPeriodId;
+  comparison: boolean;
+}
+
+export interface DashboardSection {
+  id: string;
+  title?: string;
+  summary?: string;
+  component: React.ComponentType<any>;
+  dataKey: string;
+  settings?: Record<string, any>;
+  isList?: boolean;
+  style?: {
+    size?: number;
+    [key: string]: any;
+  };
+}
+
+export interface ColorDefinition {
+  primary: string;
+  background?: string;
+  text?: string;
+}
+
+export interface ThemeAwarePalette {
+  light: ColorDefinition;
+  dark: ColorDefinition;
+}
+
+export interface DashboardConfig {
+  sections: DashboardSection[];
+  style?: {
+    palette?: Record<DashboardMode, ThemeAwarePalette>;
+  };
+}
+
+export interface DashboardProps {
+  config: DashboardConfig;
+  data: any;
+  toggleMode: () => void;
+  togglePeriodType: () => void;
+  setSelectedPeriodId: (id: string | null) => void;
+  toggleComparison: () => void;
+}

src/components/Dashboard/Dashboard.tsx

@@ -0,0 +1,49 @@
+import * as React from "react";
+import DashboardView from "./Dashboard.view";
+import { DashboardProps, DashboardState } from "./Dashboard.models";
+
+export default function Dashboard(props: DashboardProps) {
+  const [state, setState] = React.useState<DashboardState>({
+    mode: "expense",
+    periodType: "rolling",
+    selectedPeriodId: null,
+    comparison: false,
+  });
+
+  const toggleMode = () => {
+    setState(prev => ({
+      ...prev,
+      mode: prev.mode === "expense" ? "income" : "expense",
+    }));
+  };
+
+  const togglePeriodType = () => {
+    setState(prev => ({
+      ...prev,
+      periodType: prev.periodType === "rolling" ? "calendar" : "rolling",
+    }));
+  };
+
+  const toggleComparison = () => {
+    setState(prev => ({
+      ...prev,
+      comparison: !prev.comparison,
+    }));
+  };
+
+  const setSelectedPeriodId = (selectedPeriodId: typeof state.selectedPeriodId) => {
+    setState(prev => ({ ...prev, selectedPeriodId }));
+  };
+
+  return (
+    <DashboardView
+      {...props}
+      state={state}
+      setState={setState}
+      toggleMode={toggleMode}
+      togglePeriodType={togglePeriodType}
+      toggleComparison={toggleComparison}
+      setSelectedPeriodId={setSelectedPeriodId}
+    />
+  );
+}

src/components/Dashboard/Dashboard.view.tsx

@@ -0,0 +1,167 @@
+import * as React from "react";
+import {
+  Box,
+  Container,
+  Grid,
+  Typography,
+  ToggleButton,
+  ToggleButtonGroup
+} from "@mui/material";
+import { useTheme, alpha } from "@mui/material/styles";
+import { DashboardProps, DashboardState } from "./Dashboard.models";
+
+interface ViewProps extends DashboardProps {
+  state: DashboardState;
+  setState: React.Dispatch<React.SetStateAction<DashboardState>>;
+}
+
+export default function DashboardView({
+  config,
+  data,
+  state,
+  setState,
+  toggleMode,
+  togglePeriodType,
+  toggleComparison,
+  setSelectedPeriodId,
+}: ViewProps) {
+  const theme = useTheme();
+  const themeMode = theme.palette.mode;
+  const { mode, periodType, comparison, selectedPeriodId } = state;
+
+  // Resolve colors with fallbacks
+  const colors = React.useMemo(() => {
+    const palette = config.style?.palette?.[mode];
+    const modeColors = palette ? palette[themeMode] : null;
+
+    if (modeColors) {
+      return {
+        primary: modeColors.primary,
+        light: modeColors.background || alpha(modeColors.primary, 0.1),
+        text: modeColors.text || (themeMode === 'light' ? theme.palette.text.primary : '#fff')
+      };
+    }
+
+    // Fallback to standard theme colors
+    const themeColor = mode === 'expense' ? theme.palette.error : theme.palette.success;
+    return {
+      primary: themeColor.main,
+      light: alpha(themeColor.main, themeMode === 'light' ? 0.08 : 0.15),
+      text: themeColor.main
+    };
+  }, [config.style?.palette, mode, themeMode, theme.palette]);
+
+  return (
+    <Container
+      sx={{
+        mt: 4,
+        mb: 4,
+        background: `linear-gradient(180deg, ${colors.light} 0%, transparent 100%)`,
+        borderRadius: 4,
+        p: 2,
+        transition: 'background 0.3s ease'
+      }}
+    >
+      <Box sx={{ display: "flex", justifyContent: "center", mb: 3 }}>
+        <ToggleButtonGroup
+          value={mode}
+          exclusive
+          onChange={toggleMode}
+          sx={{
+            borderRadius: 3,
+            overflow: "hidden",
+            "& .MuiToggleButton-root": {
+              px: 3,
+              textTransform: "none",
+              color: "text.secondary"
+            },
+            "&.Mui-selected": {
+              bgcolor: colors.primary,
+              color: "white",
+              borderColor: colors.primary
+            },
+          }}
+        >
+          <ToggleButton value="expense">Expenses</ToggleButton>
+          <ToggleButton value="income">Income</ToggleButton>
+        </ToggleButtonGroup>
+      </Box>
+
+      <Grid container spacing={4}>
+        {config.sections.map((section) => {
+          const Component = section.component;
+          
+          return (
+            <Grid key={section.id} size={section.style?.size || 12 as any}>
+              {section.title && !section.isList && (
+                <Box sx={{ mb: 2 }}>
+                  <Typography variant="h6" fontWeight={700}>
+                    {section.title}
+                  </Typography>
+                </Box>
+              )}
+
+              {section.isList ? (
+                <Box>
+                  {section.title && (
+                    <Box sx={{ mb: 2 }}>
+                      <Typography variant="h6" fontWeight={700}>
+                        {section.title}
+                      </Typography>
+                    </Box>
+                  )}
+                  <Grid container spacing={2}>
+                    {(data[section.dataKey || ""] || []).map((item: any, idx: number) => (
+                      <Grid key={idx} size={{ xs: 12, sm: 6, md: 2.4 }}>
+                        <Component
+                          {...section.settings}
+                          header={item.payeeName || item.name}
+                          progressAmount={item.amount}
+                          totalAmount={data.totalAmount}
+                          accentColor={colors.primary}
+                          colorScheme={colors}
+
+                          // State management
+                          mode={mode}
+
+                          periodType={periodType}
+                          comparison={comparison}
+                          selectedPeriodId={selectedPeriodId}
+
+                          togglePeriodType={togglePeriodType}
+                          toggleComparison={toggleComparison}
+                          setSelectedPeriodId={setSelectedPeriodId}
+                        />
+                      </Grid>
+                    ))}
+                  </Grid>
+                </Box>
+              ) : (
+                <Component
+                  {...section.settings}
+                  header={section.title}
+                  summary={section.summary}
+                  data={data[mode][section.dataKey]}
+                  title={section.title}
+                  accentColor={colors.primary}
+                  colorScheme={colors}
+
+                  // State management
+                  mode={mode}
+
+                  periodType={periodType}
+                  comparison={comparison}
+                  selectedPeriodId={selectedPeriodId}
+
+                  togglePeriodType={togglePeriodType}
+                  toggleComparison={toggleComparison}
+                  setSelectedPeriodId={setSelectedPeriodId}
+                />
+              )}
+            </Grid>
+          );
+        })}
+      </Grid>
+    </Container>
+  );
+}

src/components/Dashboard/index.ts

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

src/components/HistoryChart.tsx

@@ -1,387 +0,0 @@
-import * as React from "react";
-import {
-  Box,
-  Typography,
-  ToggleButtonGroup,
-  ToggleButton,
-  Paper
-} from "@mui/material";
-import {
-  ChartDataPoint,
-  HistoryChartProps,
-  ChartData,
-} from "../types/historyChart";
-import IconButton from "@mui/material/IconButton";
-import ChevronLeftIcon from "@mui/icons-material/ChevronLeft";
-import ChevronRightIcon from "@mui/icons-material/ChevronRight";
-
-const formatDisplay = (
-  point: ChartDataPoint,
-  tab: string,
-  comparison: boolean
-) => {
-  const base = point.amount;
-  const cmp = point.compareAmount ?? 0;
-
-  const formatShort = (val: number) => {
-    if (tab === "monthly") {
-      if (val >= 100000) return `${(val / 100000).toFixed(2)}L`;
-    }
-    if (tab === "weekly") {
-      if (val >= 1000) return `${(val / 1000).toFixed(1)}K`;
-    }
-    return val.toLocaleString("en-IN");
-  };
-
-  // Only hide diff when comparison OFF or compare is undefined
-  if (!comparison) {
-    return `₹ ${formatShort(base)}`;
-  }
-
-  const diff = base - cmp;
-  const sign = diff >= 0 ? "+" : "-";
-  const absDiff = Math.abs(diff);
-
-  return `₹ ${formatShort(base)} (${sign}${formatShort(absDiff)})`;
-};
-
-const formatLabel = (label: string, type: string) => {
-  if (type === "monthly") return label;
-
-  if (type === "weekly") {
-    const parts = label.split(" - ");
-    if (parts.length === 2) {
-      const [start, end] = parts;
-      const startDay = start.split(" ")[0];
-      const endParts = end.split(" ");
-      const endDay = endParts[0];
-      const month = endParts[1];
-      return `${startDay}–${endDay} ${month}`;
-    }
-  }
-
-  return label;
-};
-
-export default function HistoryChart({
-  header,
-  summary,
-  tabs,
-  data,
-  period,
-  onPeriodChange,
-  comparison,
-  setComparison,
-}: HistoryChartProps) {
-  const [activeTab, setActiveTab] = React.useState<string>(tabs[0] || "");
-
-  const handleTabChange = (_: React.MouseEvent<HTMLElement>, newTab: string | null) => {
-    if (newTab !== null) setActiveTab(newTab);
-  };
-
-  const activeDataKey = activeTab.toLowerCase() as keyof ChartData;
-
-  let rawData: ChartDataPoint[] = [];
-
-  if (activeDataKey === "daily") {
-    rawData = data.daily || [];
-  } else {
-    const section = data[activeDataKey];
-    rawData = section?.[period] || [];
-  }
-
-  const currentData = rawData;
-
-  const maxAmount =
-    currentData.length > 0
-      ? Math.max(
-          ...currentData.flatMap((d) =>
-            comparison ? [d.amount, d.compareAmount || 0] : [d.amount]
-          ),
-          1
-        )
-      : 1;
-
-  const [startIndex, setStartIndex] = React.useState(0);
-  const visibleCountDataTabMapping = {
-    daily: 7,
-    weekly: 6,
-    monthly: 4,
-  }
-  const visibleCount = visibleCountDataTabMapping[activeDataKey];
-  const total = currentData.length;
-
-  // clamp startIndex so we always show full 5 (when possible)
-  const clampedStartIndex = Math.min(
-    startIndex,
-    Math.max(total - visibleCount, 0)
-  );
-
-  const visibleData = currentData.slice(
-    clampedStartIndex,
-    clampedStartIndex + visibleCount
-  );
-
-  const canGoLeft = startIndex > 0;
-  const canGoRight = startIndex + visibleCount < currentData.length;
-
-  const handlePrev = () => {
-    if (canGoLeft) setStartIndex((prev) => prev - visibleCount);
-  };
-
-  const handleNext = () => {
-    if (canGoRight) setStartIndex((prev) => prev + visibleCount);
-  };
-
-  return (
-    <Paper
-      sx={{
-        p: { xs: 2, sm: 4 },
-        borderRadius: 4,
-        width: "100%",
-        boxShadow: "none",
-        border: "1px solid",
-        borderColor: "divider"
-      }}
-    >
-      <Typography variant="h6" fontWeight={700} gutterBottom>
-        {header}
-      </Typography>
-
-      {summary && (
-        <Typography variant="body2" color="text.secondary" sx={{ mb: 3 }}>
-          {summary}
-        </Typography>
-      )}
-
-      <ToggleButtonGroup
-        value={activeTab}
-        exclusive
-        onChange={handleTabChange}
-        fullWidth
-        sx={{ mb: 4 }}
-      >
-        {tabs.map((tab) => (
-          <ToggleButton key={tab} value={tab}>
-            {tab}
-          </ToggleButton>
-        ))}
-      </ToggleButtonGroup>
-
-      <Box
-        sx={{
-          display: "flex",
-          alignItems: "center",
-          justifyContent: "space-between",
-          mb: 3
-        }}
-      >
-        {/* Rolling / Calendar */}
-        <ToggleButtonGroup
-          value={period}
-          exclusive
-          onChange={(_, v) => v && onPeriodChange(v)}
-          size="small"
-        >
-          <ToggleButton value="rolling">Rolling</ToggleButton>
-          <ToggleButton
-            value="calendar"
-            disabled={activeDataKey === "daily"}
-          >
-            Calendar
-          </ToggleButton>
-        </ToggleButtonGroup>
-
-        {/* Compare toggle */}
-        <ToggleButton
-          value="compare"
-          selected={comparison}
-          onChange={() => setComparison(!comparison)}
-          size="small"
-          sx={{
-            textTransform: "none",
-            borderRadius: 2,
-            px: 2,
-
-            // OFF
-            color: "text.secondary",
-            border: "1px solid",
-            borderColor: "divider",
-
-            // ON
-            "&.Mui-selected": {
-              color: "white",
-              bgcolor: "success.main",
-              borderColor: "success.main"
-            },
-            "&.Mui-selected:hover": {
-              bgcolor: "success.dark"
-            }
-          }}
-        >
-          Compare
-        </ToggleButton>
-      </Box>
-
-      {currentData.length > 0 ? (
-        <Box sx={{ position: "relative", mt: 4 }}>
-
-          {/* LEFT ARROW */}
-          {canGoLeft && (
-            <IconButton
-              onClick={handlePrev}
-              size="small"
-              sx={{
-                position: "absolute",
-                left: 0,
-                top: "50%",
-                transform: "translateY(-50%)",
-                zIndex: 2,
-                bgcolor: "background.paper",
-                boxShadow: 1
-              }}
-            >
-              <ChevronLeftIcon fontSize="small" />
-            </IconButton>
-          )}
-
-          {/* CHART */}
-          <Box sx={{ display: "flex", alignItems: "flex-end", height: 220, mt: 4 }}>
-            {visibleData.map((point) => {
-              const currentHeight = (point.amount / maxAmount) * 100;
-              const compareHeight = comparison
-                ? ((point.compareAmount || 0) / maxAmount) * 100
-                : 0;
-              const labelHeight = Math.max(currentHeight, compareHeight);
-
-              return (
-                <Box
-                  key={point.id}
-                  sx={{
-                    flex: 1,
-                    display: "flex",
-                    flexDirection: "column",
-                    alignItems: "center",
-                    justifyContent: "flex-end",
-                    height: "100%"
-                  }}
-                >
-                  <Box
-                    sx={{
-                      display: "flex",
-                      alignItems: "flex-end",
-                      gap: comparison ? 0.5 : 0,
-                      height: "100%",
-                      position: "relative"
-                    }}
-                  >
-                    <Typography
-                      variant="caption"
-                      sx={{
-                        position: "absolute",
-                        bottom: `${labelHeight}%`,
-                        left: "50%",
-                        transform: "translate(-50%, -6px)",
-                        fontSize: "0.65rem",
-                        whiteSpace: "nowrap",
-                        pointerEvents: "none"
-                      }}
-                    >
-                      {formatDisplay(point, activeTab.toLowerCase(), comparison)}
-                    </Typography>
-
-                    {/* Compare */}
-                    {comparison && (
-                      <Box
-                        sx={{
-                          width: 6,
-                          height: `${compareHeight}%`,
-                          bgcolor: "grey.400",
-                          borderRadius: 2
-                        }}
-                      />
-                    )}
-
-                    {/* Spacer */}
-                    <Box sx={{ width: 4 }} />
-
-                    {/* Current */}
-                    <Box
-                      sx={{
-                        width: 10,
-                        height: `${currentHeight}%`,
-                        bgcolor: point.highlighted ? "error.main" : "primary.main",
-                        borderRadius: 2
-                      }}
-                    />
-                  </Box>
-
-                  <Box
-                    sx={{
-                      mt: 1,
-                      textAlign: "center",
-                      display: "flex",
-                      flexDirection: "column",
-                      alignItems: "center",
-                      lineHeight: 1.1
-                    }}
-                  >
-                    <Typography
-                      variant="caption"
-                      sx={{
-                        fontSize: "0.7rem",
-                        opacity: 0.7,
-                        color: "text.primary",
-                      }}
-                    >
-                      {formatLabel(point.id, activeDataKey)}
-                    </Typography>
-
-                    <Typography
-                      variant="caption"
-                      sx={{
-                        fontSize: "0.65rem",
-                        color: "grey.400",
-                        visibility:
-                          comparison && point.compareLabel && activeDataKey !== "daily"
-                            ? "visible"
-                            : "hidden"
-                      }}
-                    >
-                      {point.compareLabel
-                        ? formatLabel(point.compareLabel, activeDataKey)
-                        : "placeholder"}
-                    </Typography>
-                  </Box>
-                </Box>
-              );
-            })}
-          </Box>
-
-          {/* RIGHT ARROW */}
-          {canGoRight && (
-            <IconButton
-              onClick={handleNext}
-              size="small"
-              sx={{
-                position: "absolute",
-                right: 0,
-                top: "50%",
-                transform: "translateY(-50%)",
-                zIndex: 2,
-                bgcolor: "background.paper",
-                boxShadow: 1
-              }}
-            >
-              <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/HistoryChart.models.ts

@@ -0,0 +1,45 @@
+import {
+  DashboardMode,
+  DashboardPeriodType,
+  DashboardSelectedPeriodId
+} from "../Dashboard";
+
+export interface _ChartDataPoint {
+  id: string;
+  amount: number;
+  highlighted?: boolean;
+}
+
+export interface ChartDataPoint extends _ChartDataPoint {
+  compare?: _ChartDataPoint;
+}
+
+export interface ChartData {
+  weekly?: Record<string, ChartDataPoint[]>;
+  monthly?: Record<string, ChartDataPoint[]>;
+  // yearly?: Record<string, ChartDataPoint[]>;
+  // fyly?: Record<string, ChartDataPoint[]>;
+  // full?: Record<string, ChartDataPoint[]>;
+}
+
+export interface HistoryChartProps {
+  header: string;
+  summary?: string;
+  tabs: string[];
+  data: ChartData;
+  colorScheme: {
+    primary: string;
+    light: string;
+    text: string;
+  };
+
+  // State management
+  mode: DashboardMode;
+  periodType: DashboardPeriodType;
+  selectedPeriodId: DashboardSelectedPeriodId;
+  comparison: boolean;
+
+  togglePeriodType: () => void;
+  setSelectedPeriodId: (id: string | null) => void;
+  toggleComparison: () => void;
+}

src/components/HistoryChart/HistoryChart.tsx

@@ -0,0 +1,57 @@
+import * as React from "react";
+import { ChartDataPoint, HistoryChartProps, ChartData } from "./HistoryChart.models";
+import HistoryChartView from "./HistoryChart.view";
+
+export default function HistoryChart(props: HistoryChartProps) {
+  const { tabs, data, mode, periodType, comparison } = props;
+
+  const [activeTab, setActiveTab] = React.useState<string>(tabs[0] || "");
+  const [startIndex, setStartIndex] = React.useState(0);
+
+  const activeDataKey = activeTab.toLowerCase() as keyof ChartData;
+
+  let rawData: ChartDataPoint[] = [];
+
+  const section = data[activeDataKey];
+  rawData = section?.[periodType] || [];
+
+  const currentData = rawData;
+
+  const maxAmount =
+    currentData.length > 0
+      ? Math.max(
+          ...currentData.flatMap((d) =>
+            comparison ? [d.amount, d.compare?.amount ?? 0] : [d.amount]
+          ),
+          1
+        )
+      : 1;
+
+  const visibleCountMap = { daily: 7, weekly: 6, monthly: 4 };
+  // const visibleCountMap = { daily: 7, weekly: 6, monthly: 4, yearly: 4, fyly: 4, full: 4 };
+  const visibleCount = visibleCountMap[activeDataKey];
+
+  const total = currentData.length;
+
+  const clampedStartIndex = Math.min(startIndex, Math.max(total - visibleCount, 0));
+
+  const visibleData = currentData.slice(
+    clampedStartIndex,
+    clampedStartIndex + visibleCount
+  );
+
+  return (
+    <HistoryChartView
+      {...props}
+      activeTab={activeTab}
+      setActiveTab={setActiveTab}
+      currentData={currentData}
+      visibleData={visibleData}
+      maxAmount={maxAmount}
+      visibleCount={visibleCount}
+      startIndex={startIndex}
+      setStartIndex={setStartIndex}
+      activeDataKey={activeDataKey}
+    />
+  );
+}

src/components/HistoryChart/HistoryChart.utils.ts

@@ -0,0 +1,43 @@
+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}${formatShort(Math.abs(diff))})`;
+};
+
+export const formatLabel = (label: string, type: string) => {
+  if (type === "monthly") return label;
+
+  if (type === "weekly") {
+    const parts = label.split(" - ");
+    if (parts.length === 2) {
+      const [start, end] = parts;
+      const startDay = start.split(" ")[0];
+      const [endDay, month] = end.split(" ");
+      return `${startDay}–${endDay} ${month}`;
+    }
+  }
+
+  return label;
+};

src/components/HistoryChart/HistoryChart.view.tsx

@@ -0,0 +1,266 @@
+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 {
+  ChartDataPoint,
+  HistoryChartProps,
+} from "./HistoryChart.models";
+import { formatDisplay, formatLabel } from "./HistoryChart.utils";
+
+interface ViewProps extends HistoryChartProps {
+  activeTab: string;
+  setActiveTab: (v: string) => void;
+  currentData: ChartDataPoint[];
+  visibleData: ChartDataPoint[];
+  maxAmount: number;
+  visibleCount: number;
+  startIndex: number;
+  setStartIndex: React.Dispatch<React.SetStateAction<number>>;
+  activeDataKey: string;
+}
+
+export default function HistoryChartView(props: ViewProps) {
+  const {
+    header,
+    summary,
+    tabs,
+    colorScheme,
+
+    // State management
+    mode,
+    periodType,
+    selectedPeriodId,
+    comparison,
+
+    togglePeriodType,
+    setSelectedPeriodId,
+    toggleComparison,
+
+    // HistoryChart state management
+    activeTab,
+    setActiveTab,
+    currentData,
+    visibleData,
+    maxAmount,
+    visibleCount,
+    startIndex,
+    setStartIndex,
+    activeDataKey,
+  } = props;
+
+  const theme = useTheme();
+  const isDark = theme.palette.mode === "dark";
+
+  const handleTabChange = (_: React.MouseEvent<HTMLElement>, newTab: string | null) => {
+    if (newTab !== null) setActiveTab(newTab);
+  };
+
+  const canGoLeft = startIndex > 0;
+  const canGoRight = startIndex + visibleCount < currentData.length;
+
+  const handlePrev = () => {
+    if (canGoLeft) setStartIndex((prev) => prev - visibleCount);
+  };
+
+  const handleNext = () => {
+    if (canGoRight) setStartIndex((prev) => prev + visibleCount);
+  };
+
+  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.light,
+        transition: 'background-color 0.3s ease, border-color 0.3s ease'
+      }}
+    >
+      <Typography variant="h6" fontWeight={700} gutterBottom sx={{ color: isDark ? 'text.primary' : colorScheme.text }}>
+        {header}
+      </Typography>
+
+      {summary && (
+        <Typography variant="body2" color="text.secondary" sx={{ mb: 3 }}>
+          {summary}
+        </Typography>
+      )}
+
+      <ToggleButtonGroup value={activeTab} exclusive onChange={handleTabChange} fullWidth sx={{ mb: 4 }}>
+        {tabs.map((tab) => (
+          <ToggleButton key={tab} value={tab}>
+            {tab}
+          </ToggleButton>
+        ))}
+      </ToggleButtonGroup>
+
+      <Box sx={{ display: "flex", alignItems: "center", justifyContent: "space-between", mb: 3 }}>
+        <ToggleButtonGroup value={periodType} exclusive onChange={togglePeriodType} size="small">
+          <ToggleButton value="rolling">Rolling</ToggleButton>
+          <ToggleButton value="calendar" disabled={activeDataKey === "daily"}>
+            Calendar
+          </ToggleButton>
+        </ToggleButtonGroup>
+
+        <ToggleButton
+          value="compare"
+          selected={comparison}
+          onChange={toggleComparison}
+          size="small"
+          sx={{
+            textTransform: "none",
+            borderRadius: 2,
+            px: 2,
+            color: "text.secondary",
+            border: "1px solid",
+            borderColor: "divider",
+            "&.Mui-selected": {
+              color: "white",
+              bgcolor: "success.main",
+              borderColor: "success.main"
+            },
+            "&.Mui-selected:hover": {
+              bgcolor: "success.dark"
+            }
+          }}
+        >
+          Compare
+        </ToggleButton>
+      </Box>
+
+      {currentData.length > 0 ? (
+        <Box sx={{ position: "relative", mt: 4 }}>
+          {canGoLeft && (
+            <IconButton
+              onClick={handlePrev}
+              size="small"
+              sx={{
+                position: "absolute",
+                left: 0,
+                top: "50%",
+                transform: "translateY(-50%)",
+                zIndex: 2,
+                bgcolor: "background.paper",
+                boxShadow: 1
+              }}
+            >
+              <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 labelHeight = Math.max(currentHeight, compareHeight);
+              const isSelected = selectedPeriodId === point.id;
+              const display = formatDisplay(point, activeTab.toLowerCase(), comparison);
+
+              return (
+                <Box
+                  key={point.id}
+                  onClick={() => setSelectedPeriodId(isSelected ? null : point.id)}
+                  sx={{
+                    flex: 1,
+                    display: "flex",
+                    flexDirection: "column",
+                    alignItems: "center",
+                    justifyContent: "flex-end",
+                    height: "100%",
+                    cursor: "pointer"
+                  }}
+                >
+                  <Box sx={{ display: "flex", alignItems: "flex-end", gap: comparison ? 1 : 0.5, height: "100%", position: "relative" }}>
+                    <Typography
+                      variant="caption"
+                      sx={{
+                        position: "absolute",
+                        bottom: `${labelHeight}%`,
+                        left: "50%",
+                        transform: "translate(-50%, -6px)",
+                        fontSize: "0.65rem",
+                        whiteSpace: "nowrap",
+                        pointerEvents: "none",
+                        color: 'text.secondary',
+                        fontWeight: 600
+                      }}
+                    >
+                      {isSelected ? `SELECTED: ${display}` : display}
+                    </Typography>
+
+                    {comparison && (
+                      <Box sx={{ width: 8, height: `${compareHeight}%`, bgcolor: isDark ? alpha(colorScheme.primary, 0.3) : alpha(colorScheme.primary, 0.4), borderRadius: '4px 4px 0 0' }} />
+                    )}
+
+                    <Box
+                      sx={{
+                        width: comparison ? 10 : 16,
+                        height: `${currentHeight}%`,
+                        bgcolor: point.highlighted ? colorScheme.primary : isDark ? alpha(colorScheme.primary, 0.8) : alpha(colorScheme.primary, 0.9),
+                        borderRadius: '4px 4px 0 0',
+                        boxShadow: point.highlighted ? `0 0 10px ${alpha(colorScheme.primary, 0.5)}` : 'none'
+                      }}
+                    />
+                  </Box>
+
+                  <Box sx={{ mt: 1.5, textAlign: "center", display: "flex", flexDirection: "column", alignItems: "center", lineHeight: 1.1 }}>
+                    <Typography variant="caption" sx={{ fontSize: "0.7rem", opacity: 0.8, color: 'text.primary', fontWeight: 500 }}>
+                      {formatLabel(point.id, activeDataKey)}
+                    </Typography>
+
+                    <Typography
+                      variant="caption"
+                      sx={{
+                        fontSize: "0.65rem",
+                        color: "text.disabled",
+                        visibility: comparison && point.compare && activeDataKey !== "daily" ? "visible" : "hidden"
+                      }}
+                    >
+                      {point.compare ? formatLabel(point.compare.id, activeDataKey) : "placeholder"}
+                    </Typography>
+                  </Box>
+                </Box>
+              );
+            })}
+          </Box>
+
+          {canGoRight && (
+            <IconButton
+              onClick={handleNext}
+              size="small"
+              sx={{
+                position: "absolute",
+                right: 0,
+                top: "50%",
+                transform: "translateY(-50%)",
+                zIndex: 2,
+                bgcolor: "background.paper",
+                boxShadow: 1
+              }}
+            >
+              <ChevronRightIcon fontSize="small" />
+            </IconButton>
+          )}
+        </Box>
+      ) : (
+        <Box sx={{ height: 200, display: "flex", alignItems: "center", justifyContent: "center" }}>
+          <Typography color="text.secondary">No Data Available</Typography>
+        </Box>
+      )}
+    </Paper>
+  );
+}

src/components/HistoryChart/index.ts

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

src/components/LatestItems/LatestItems.models.ts

@@ -0,0 +1,18 @@
+import * as React from "react";
+
+export interface LatestItem {
+  id: string | number;
+  icon: React.ReactNode;
+  iconBgColor?: string;
+  title: string;
+  subtitle: string;
+  amount: string;
+  timeAgo: string;
+}
+
+export interface LatestItemsListProps {
+  title?: string;
+  items: LatestItem[];
+  onViewAll?: () => void;
+  accentColor: string;
+}

src/components/LatestItems/LatestItems.tsx

@@ -24,12 +24,14 @@ export interface LatestItemsListProps {
   title?: string;
   items: LatestItem[];
   onViewAll?: () => void;
+  accentColor: any;
 }
 
-export default function LatestItemsList({
+export default function LatestItems({
   title = "Recent Transactions",
   items,
   onViewAll,
+  accentColor,
 }: LatestItemsListProps) {
   return (
     <Box sx={{ width: "100%", bgcolor: "background.paper", borderRadius: 4, p: 2 }}>
@@ -69,7 +71,7 @@ export default function LatestItemsList({
               <Avatar
                 variant="rounded"
                 sx={{
-                  bgcolor: item.iconBgColor || "grey.200",
+                  bgcolor: `${accentColor}22`,
                   color: "inherit",
                   width: 48,
                   height: 48,

src/components/LatestItems/LatestItems.view.tsx

@@ -0,0 +1,6 @@
+import LatestItemsListView from "./LatestItems.view";
+import { LatestItemsListProps } from "./LatestItems.models";
+
+export default function LatestItemsList(props: LatestItemsListProps) {
+  return <LatestItemsListView {...props} />;
+}

src/components/LatestItems/index.ts

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

src/components/ProgressCard.tsx

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

src/components/ProgressCard/ProgressCard.models.ts

@@ -0,0 +1,8 @@
+export interface ProgressCardProps {
+  header: string;
+  summary?: string;
+  progressAmount: number;
+  totalAmount: number;
+  colorTheme?: "primary" | "secondary" | "error" | "info" | "success" | "warning";
+  compact?: boolean;
+}

src/components/ProgressCard/ProgressCard.tsx

@@ -0,0 +1,23 @@
+import * as React from "react";
+import ProgressCardView from "./ProgressCard.view";
+import { ProgressCardProps } from "./ProgressCard.models";
+import { getPercentage, formatCurrency } from "./ProgressCard.utils";
+
+export default function ProgressCard(props: ProgressCardProps) {
+  const { progressAmount, totalAmount, compact = false } = props;
+
+  const percentage = getPercentage(progressAmount, totalAmount);
+  
+  const formattedProgress = formatCurrency(progressAmount);
+  const formattedTotal = formatCurrency(totalAmount);
+
+  return (
+    <ProgressCardView
+      {...props}
+      percentage={percentage}
+      formattedProgress={formattedProgress}
+      formattedTotal={formattedTotal}
+      compact={compact}
+    />
+  );
+}

src/components/ProgressCard/ProgressCard.utils.ts

@@ -0,0 +1,15 @@
+export const getPercentage = (progressAmount: number, totalAmount: number) => {
+  if (!totalAmount) return 0;
+  return Math.min(100, Math.max(0, (progressAmount / totalAmount) * 100));
+};
+
+export const formatCurrency = (val: number) => {
+  const absVal = Math.abs(val);
+  if (absVal >= 100000) {
+    return `₹ ${(val / 100000).toFixed(2)}L`;
+  }
+  if (absVal >= 1000) {
+    return `₹ ${(val / 1000).toFixed(2)}k`;
+  }
+  return `₹ ${val.toFixed(2)}`;
+};

src/components/ProgressCard/ProgressCard.view.tsx

@@ -0,0 +1,127 @@
+import * as React from "react";
+import {
+  Box,
+  Typography,
+  Paper,
+  LinearProgress,
+  Divider,
+  linearProgressClasses
+} from "@mui/material";
+import { useTheme, alpha } from "@mui/material/styles";
+import { ProgressCardProps } from "./ProgressCard.models";
+
+interface ViewProps extends ProgressCardProps {
+  percentage: number;
+  formattedProgress: string;
+  formattedTotal: string;
+}
+
+export default function ProgressCardView({
+  header,
+  colorTheme = "info",
+  percentage,
+  formattedProgress,
+  formattedTotal,
+  compact = false,
+}: ViewProps) {
+  const theme = useTheme();
+  const isDark = theme.palette.mode === "dark";
+
+  return (
+    <Paper
+      elevation={compact ? 2 : 4}
+      sx={{
+        width: "100%",
+        p: compact ? { xs: 2.5, md: 3 } : { xs: 3, md: 4 },
+        borderRadius: compact ? 3 : 4,
+        background: (theme) => {
+          const baseColor = theme.palette[colorTheme]?.main || theme.palette.primary.main;
+          const lightColor = theme.palette[colorTheme]?.light || theme.palette.primary.light;
+          return isDark
+            ? `linear-gradient(135deg, ${alpha(baseColor, 0.9)} 0%, ${alpha(baseColor, 0.3)} 100%)`
+            : `linear-gradient(135deg, ${baseColor} 0%, ${lightColor} 100%)`;
+        },
+        color: "#fff",
+        display: "flex",
+        flexDirection: "column",
+        alignItems: compact ? "flex-start" : "center",
+        justifyContent: "center",
+        position: "relative",
+        overflow: "hidden",
+        border: isDark ? "1px solid rgba(255,255,255,0.1)" : "none",
+        boxShadow: (theme) =>
+          `0 ${compact ? 6 : 12}px ${compact ? 12 : 24}px -10px ${
+            isDark
+              ? "rgba(0,0,0,0.5)"
+              : theme.palette[colorTheme]?.main || theme.palette.primary.main
+          }`,
+      }}
+    >
+      <Typography 
+        variant={compact ? "body2" : "subtitle1"} 
+        fontWeight={700} 
+        sx={{ 
+          opacity: 0.95, 
+          mb: compact ? 1.5 : 2, 
+          width: '100%', 
+          overflow: 'hidden', 
+          textOverflow: 'ellipsis', 
+          whiteSpace: 'nowrap',
+          letterSpacing: 0.5,
+          textShadow: isDark ? '0 1px 2px rgba(0,0,0,0.3)' : 'none'
+        }}
+      >
+        {header}
+      </Typography>
+
+      <Box sx={{ mb: compact ? 2 : 3, width: '100%' }}>
+        <Typography
+          variant={compact ? "h5" : "h3"}
+          fontWeight={900}
+          sx={{ mb: 0.5, lineHeight: 1.2, textShadow: isDark ? '0 2px 4px rgba(0,0,0,0.3)' : 'none' }}
+        >
+          {formattedProgress}
+        </Typography>
+
+        <Divider
+          sx={{
+            my: 1,
+            borderColor: "rgba(255,255,255,0.25)",
+            width: "100%",
+          }}
+        />
+
+        <Typography
+          variant={compact ? "caption" : "body2"}
+          sx={{
+            opacity: 0.85,
+            fontWeight: 500,
+            display: "block",
+            color: "rgba(255,255,255,0.9)"
+          }}
+        >
+          of {formattedTotal}
+        </Typography>
+      </Box>
+
+      <Box sx={{ width: "100%", mt: 'auto' }}>
+        <LinearProgress
+          variant="determinate"
+          value={percentage}
+          sx={{
+            height: compact ? 6 : 10,
+            borderRadius: 5,
+            [`&.${linearProgressClasses.colorPrimary}`]: {
+              backgroundColor: "rgba(0, 0, 0, 0.25)",
+            },
+            [`& .${linearProgressClasses.bar}`]: {
+              borderRadius: 5,
+              backgroundColor: "#fff",
+              boxShadow: '0 0 8px rgba(255,255,255,0.4)'
+            },
+          }}
+        />
+      </Box>
+    </Paper>
+  );
+}

src/components/ProgressCard/index.ts

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

src/dashboard-config.ts

@@ -0,0 +1,73 @@
+import HistoryChart from "./components/HistoryChart";
+import ProgressCard from "./components/ProgressCard";
+import LatestItems from "./components/LatestItems";
+import { DashboardConfig } from "./components/Dashboard";
+
+export const configuration: DashboardConfig = {
+  sections: [
+    {
+      id: "breakdown",
+      title: "Breakdown",
+      summary: "Interactive chronological tracking",
+      component: HistoryChart,
+      dataKey: "chartData",
+      settings: {
+        tabs: ["Weekly", "Monthly"],
+        // tabs: ["Weekly", "Monthly", "Yearly", "Financial Year", "All Time"],
+      },
+      style: {
+        size: 12,
+      },
+    },
+    {
+      id: "top-payees",
+      title: 'Top Payees',
+      component: ProgressCard,
+      dataKey: "topPayees",
+      isList: true,
+      settings: {
+        compact: true,
+      },
+      style: {
+        size: 12,
+      },
+    },
+    // {
+    //   id: "latest",
+    //   title: 'Recent Transactions',
+    //   component: LatestItems,
+    //   dataKey: "latest",
+    //   style: {
+    //     size: 12,
+    //   },
+    // },
+  ],
+  style: {
+    palette: {
+      expense: {
+        light: {
+          primary: "#d32f2f",
+          background: "#fdecea",
+          text: "#b71c1c"
+        },
+        dark: {
+          primary: "#f44336",
+          background: "rgba(244, 67, 54, 0.15)",
+          text: "#ffcdd2"
+        }
+      },
+      income: {
+        light: {
+          primary: "#2e7d32",
+          background: "#e8f5e9",
+          text: "#1b5e20"
+        },
+        dark: {
+          primary: "#4caf50",
+          background: "rgba(76, 175, 80, 0.15)",
+          text: "#c8e6c9"
+        }
+      }
+    }
+  }
+};

src/features/dashboard/dashboard.mapper.ts

@@ -0,0 +1,191 @@
+import * as React from "react";
+import MonetizationOnIcon from "@mui/icons-material/MonetizationOn";
+import { LatestItem } from "../../components/LatestItems";
+import {
+  ChartData,
+  ChartDataPoint,
+} from "../../components/HistoryChart";
+
+const DEFAULT_ICON = React.createElement(MonetizationOnIcon, {
+  sx: { color: "#388e3c" }
+});
+type ReportBucket = any;
+
+export function mapToLatestItems(
+  items: any[],
+  type: "expense" | "income"
+): LatestItem[] {
+  const isValid = (amt: number) =>
+    type === "expense" ? amt < 0 : amt > 0;
+
+  return items
+    .filter((item: any) => isValid(Number(item.amount) || 0))
+    .slice(0, 5)
+    .map((exp: any, index: number) => {
+      const time = new Date(exp.occurred_at).getTime();
+
+      const diffDays = Math.floor(
+        Math.abs(Date.now() - time) / (1000 * 60 * 60 * 24)
+      );
+
+      return {
+        id: exp.id || index,
+        icon: DEFAULT_ICON,
+        iconBgColor:
+          type === "expense" ? "#ffebee" : "#e8f5e9",
+        title: exp.payee.name,
+        subtitle: exp.account.name,
+        amount: `Rs ${Math.abs(exp.amount || 0)}`,
+        timeAgo: diffDays === 0 ? "Today" : `${diffDays} days ago`
+      };
+    });
+}
+
+const sumBucket = (bucket: ReportBucket, flow: "expenses" | "incomes") =>
+  bucket.groups.reduce(
+    (acc: number, g: any) => acc + (g?.[flow]?.sum || 0),
+    0
+  );
+
+const toLabel = (start: string, end: string, type: "weekly" | "monthly" | "yearly" | "fyly" | "full") => {
+  const s = new Date(start);
+  const e = new Date(end);
+
+  if (type === "monthly") {
+    return s.toLocaleString("default", { month: "short" });
+  }
+
+  return `${s.getDate()}–${e.getDate()} ${e.toLocaleString("default", {
+    month: "short",
+  })}`;
+};
+
+const getWeekOfMonth = (date: Date) => {
+  const firstDay = new Date(date.getFullYear(), date.getMonth(), 1);
+  return Math.ceil((date.getDate() + firstDay.getDay()) / 7);
+};
+
+const findCompareBucket = (
+  current: ReportBucket,
+  buckets: ReportBucket[],
+  type: "weekly" | "monthly" | "yearly" | "fyly" | "full",
+): ReportBucket | undefined => {
+  const start = new Date(current.start);
+
+  if (type === "monthly") {
+    const targetYear = start.getFullYear() - 1;
+    const targetMonth = start.getMonth();
+
+    return buckets.find(b => {
+      const d = new Date(b.start);
+      return (
+        d.getFullYear() === targetYear &&
+        d.getMonth() === targetMonth
+      );
+    });
+  }
+
+  if (type === "weekly") {
+    const weekIndex = getWeekOfMonth(start); // you must define this
+    const target = new Date(start);
+    target.setMonth(target.getMonth() - 1);
+
+    return buckets.find(b => {
+      const d = new Date(b.start);
+      return (
+        d.getFullYear() === target.getFullYear() &&
+        d.getMonth() === target.getMonth() &&
+        getWeekOfMonth(d) === weekIndex
+      );
+    });
+  }
+
+  return undefined;
+};
+
+const toPoints = (
+  buckets: ReportBucket[],
+  type: "weekly" | "monthly" | "yearly" | "fyly" | "full",
+  flow: "expenses" | "incomes"
+): ChartDataPoint[] => {
+  return buckets.map((b) => {
+    const amount = sumBucket(b, flow);
+    const prev = findCompareBucket(b, buckets, type);
+
+    return {
+      id: toLabel(b.start, b.end, type),
+      amount,
+      compare: prev
+        ? {
+            id: toLabel(prev.start, prev.end, type),
+            amount: sumBucket(prev, flow),
+          }
+        : undefined,
+    };
+  });
+};
+
+export function mapReportToDashboard(
+  weekly: ReportBucket[],
+  monthly: ReportBucket[],
+  payeeBuckets: ReportBucket[],
+  type: "expense" | "income"
+) {
+  const flow = type === "expense" ? "expenses" : "incomes";
+
+  const chartData: ChartData = {
+    weekly: {
+      rolling: toPoints(weekly, "weekly", flow),
+      calendar: toPoints(weekly, "weekly", flow),
+    },
+
+    monthly: {
+      rolling: toPoints(monthly, "monthly", flow),
+      calendar: toPoints(monthly, "monthly", flow),
+    },
+
+    // yearly: {
+    //   rolling: toPoints(yearly, "yearly", flow),
+    //   calendar: toPoints(yearly, "yearly", flow),
+    // },
+    //
+    // fyly: {
+    //   rolling: toPoints(fyly, "fyly", flow),
+    //   calendar: toPoints(fyly, "fyly", flow),
+    // },
+    //
+    // full: {
+    //   rolling: toPoints(full, "full", flow),
+    //   calendar: toPoints(full, "full", flow),
+    // },
+  };
+
+  const totalAmount = weekly.reduce(
+    (acc, b) => acc + sumBucket(b, flow),
+    0
+  );
+
+  const payeeMap: Record<string, number> = {};
+
+  const sourceForPayees = (payeeBuckets && payeeBuckets.length > 0) ? payeeBuckets : weekly;
+
+  for (const b of sourceForPayees) {
+    for (const g of b.groups) {
+      const key = g.group_key || "Unknown";
+      const amt = g?.[flow]?.sum || 0;
+      payeeMap[key] = (payeeMap[key] || 0) + amt;
+    }
+  }
+
+  const topPayees = Object.entries(payeeMap)
+    // .filter(([name]) => name !== "Unknown")
+    .map(([payeeName, amount]) => ({ payeeName, amount }))
+    .sort((a, b) => b.amount - a.amount)
+    .slice(0, 5);
+
+  return {
+    chartData,
+    totalAmount,
+    topPayees,
+  };
+}

src/features/dashboard/index.ts

@@ -0,0 +1,3 @@
+export {
+  useDashboardData
+} from './useDashboardData'

src/features/dashboard/useDashboardData.ts

@@ -0,0 +1,44 @@
+import { useReport } from "../report";
+import { mapReportToDashboard } from "./dashboard.mapper";
+
+export function useDashboardData() {
+  // Fetch reports for aggregation
+  const weeklyReport = useReport({ period: "weekly", rolling: true });
+  const monthlyReport = useReport({ period: "monthly", rolling: true });
+  const payeeReport = useReport({ period: "full", rolling: true, group_by: ["payee"] });
+
+  const isLoading = 
+    weeklyReport.isLoading ||
+    monthlyReport.isLoading ||
+    payeeReport.isLoading;
+
+  const error = 
+    weeklyReport.error ||
+    monthlyReport.error ||
+    payeeReport.error;
+
+  const aggregatedData = {
+    expense: weeklyReport.data?.data && monthlyReport.data?.data && payeeReport.data?.data
+    ? mapReportToDashboard(
+        (weeklyReport.data.data as any).buckets,
+        (monthlyReport.data.data as any).buckets,
+        (payeeReport.data.data as any).buckets,
+        "expense"
+      )
+    : null,
+    income: weeklyReport.data?.data && monthlyReport.data?.data && payeeReport.data?.data
+    ? mapReportToDashboard(
+        (weeklyReport.data.data as any).buckets,
+        (monthlyReport.data.data as any).buckets,
+        (payeeReport.data.data as any).buckets,
+        "income"
+      )
+    : null,
+  }
+
+  return {
+    data: aggregatedData,
+    isLoading,
+    error,
+  };
+}

src/features/report/index.ts

@@ -0,0 +1,13 @@
+export {
+  useReport
+} from './useReport'
+export type {
+  Transaction,
+  PeriodData,
+  PeriodGroup,
+  Period,
+  ReportData,
+} from './report.models'
+export {
+  prepareReport
+} from './report.utils'

src/features/report/report.models.ts

@@ -0,0 +1,61 @@
+export interface Payor {
+  name: string;
+}
+
+export interface Payee {
+  name: string;
+}
+
+export interface Account {
+  name: string;
+  number: string;
+}
+
+export interface Tag {
+  name: string;
+  icon: string;
+  description: string;
+}
+
+export interface Transaction {
+    payor: Payor;
+    payee: Payee;
+    amount: number;
+    account: Account;
+    tags: Tag[]
+    occurred_at: Date
+}
+
+export interface _PeriodData {
+  sum: number;
+  count: number;
+  average: number;
+  txns: Transaction[];
+}
+
+export interface PeriodData extends _PeriodData {
+  compare?: _PeriodData;
+}
+
+export interface PeriodGroup {
+  group_key: string[];
+  expenses: PeriodData[];
+  incomes: PeriodData[];
+}
+
+export interface Period {
+  id: string;
+  label: string;
+  start: Date;
+  end: Date;
+  groups: PeriodGroup[];
+}
+
+export interface ReportData {
+  period: "weekly" | "monthly" | "yearly" | "fyly" | "full";
+  rolling?: boolean;
+  report_date?: string;
+  group_by?: ("payee" | "tags")[];
+  ignore_self?: boolean;
+  buckets: Period[];
+}

src/features/report/report.utils.ts

@@ -0,0 +1,116 @@
+import { ReportData } from "./report.models";
+
+/* ---------- ID BUILDING ---------- */
+
+function formatDate(d: Date): string {
+  const y = d.getUTCFullYear();
+  const m = String(d.getUTCMonth() + 1).padStart(2, "0");
+  const day = String(d.getUTCDate()).padStart(2, "0");
+  return `${y}-${m}-${day}`;
+}
+
+function buildPeriodId(
+  type: ReportData["period"],
+  start: Date,
+  end: Date
+): string {
+  const s = formatDate(start);
+  const e = formatDate(end);
+
+  switch (type) {
+    case "weekly":
+      return `W:${s}_${e}`;
+    case "monthly":
+      return `M:${s}_${e}`;
+    case "yearly":
+      return `Y:${s}_${e}`;
+    case "fyly":
+      return `FY:${s}_${e}`;
+    case "full":
+      return `FULL:${s}_${e}`;
+    default:
+      return `${s}_${e}`;
+  }
+}
+
+/* ---------- LABEL BUILDING ---------- */
+
+const dayFmt = new Intl.DateTimeFormat("en-GB", {
+  day: "numeric",
+  month: "short",
+  timeZone: "UTC",
+});
+
+const monthDayFmt = new Intl.DateTimeFormat("en-GB", {
+  month: "short",
+  day: "numeric",
+  timeZone: "UTC",
+});
+
+const monthFmt = new Intl.DateTimeFormat("en-GB", {
+  month: "short",
+  timeZone: "UTC",
+});
+
+const yearFmt = new Intl.DateTimeFormat("en-GB", {
+  year: "numeric",
+  timeZone: "UTC",
+});
+
+function sameMonth(a: Date, b: Date) {
+  return (
+    a.getUTCFullYear() === b.getUTCFullYear() &&
+    a.getUTCMonth() === b.getUTCMonth()
+  );
+}
+
+function buildLabel(
+  type: ReportData["period"],
+  start: Date,
+  end: Date
+): string {
+  switch (type) {
+    case "weekly":
+      if (sameMonth(start, end)) {
+        const sDay = start.getUTCDate();
+        const eDay = end.getUTCDate();
+        const m = monthFmt.format(start);
+        return `${sDay} ${m} - ${eDay} ${m}`;
+      }
+      return `${dayFmt.format(start)} - ${dayFmt.format(end)}`;
+
+    case "monthly":
+      if (sameMonth(start, end)) {
+        return `${monthFmt.format(start)} ${yearFmt.format(start)}`;
+      }
+      return `${monthDayFmt.format(start)} - ${monthDayFmt.format(end)}`;
+
+    case "yearly":
+      return yearFmt.format(start);
+
+    case "fyly": {
+      const startY = start.getUTCFullYear();
+      const endY = end.getUTCFullYear();
+      return `FY ${startY}–${String(endY).slice(-2)}`;
+    }
+
+    case "full":
+      return `${monthFmt.format(start)} ${yearFmt.format(start)} - ${monthFmt.format(end)} ${yearFmt.format(end)}`;
+
+    default:
+      return `${monthDayFmt.format(start)} - ${monthDayFmt.format(end)}`;
+  }
+}
+
+/* ---------- MAIN ---------- */
+
+export function prepareReport(reportData: ReportData): ReportData {
+  return {
+    ...reportData,
+    buckets: reportData.buckets.map((p) => ({
+      ...p,
+      id: buildPeriodId(reportData.period, p.start, p.end),
+      label: buildLabel(reportData.period, p.start, p.end),
+    })),
+  };
+}

src/features/report/useReport.ts

@@ -0,0 +1,18 @@
+import { useResourceByName } from "../../../react-openapi";
+
+export interface ReportParams {
+  period: "weekly" | "monthly" | "yearly" | "fyly" | "full";
+  rolling?: boolean;
+  report_date?: string;
+  group_by?: ("payee" | "tags")[];
+  ignore_self?: boolean;
+}
+
+export function useReport(params: ReportParams) {
+  const { useList } = useResourceByName("reports");
+  if (params.group_by) {
+    // @ts-ignore
+    params.group_by = params.group_by[0]
+  }
+  return useList(params);
+}

src/main.jsx

@@ -12,7 +12,7 @@ import {
 } from "@mui/material";
 import Home from './Home';
 import Dashboard from './Dashboard';
-import { Admin, initializeApiClients } from '../react-openapi';
+import { Admin, AppProvider } from '../react-openapi';
 import { configuration, profileConfiguration } from './openapi-config';
 import { Buffer } from 'buffer';
 import process from 'process';
@@ -21,17 +21,13 @@ import Header from './Header';
 import Footer from './Footer';
 import AppTheme from './AppTheme';
 
-// Polyfill Node.js globals for browser environment (needed by SwaggerParser)
 window.Buffer = Buffer;
 window.process = process;
 
 const rootElement = document.getElementById('root');
 const root = createRoot(rootElement);
-const API_BASE = import.meta.env.VITE_API_BASE_URL;
-const AUTH_BASE = import.meta.env.VITE_AUTH_BASE_URL;
 
-// Initialize global API clients so all components across khata-ui have generic API access
+const AUTH_BASE = import.meta.env.VITE_AUTH_BASE_URL;
-initializeApiClients(API_BASE, AUTH_BASE);
 
 const routerMapping = [
   { path: "/", component: Home, headerTitle: "Home" },
@@ -41,6 +37,7 @@ const routerMapping = [
 ];
 
 root.render(
+  <AppProvider resourceOverrides={configuration} profileConfig={profileConfiguration}>
     <BrowserRouter>
       <AuthProvider authBaseUrl={AUTH_BASE}>
         <AppTheme>
@@ -57,7 +54,7 @@ root.render(
                   path={path}
                   element={
                     path.startsWith("/admin") ? (
-                    <Component basePath="/admin" resourceOverrides={configuration} profileConfig={profileConfiguration} />
+                      <Component basePath="/admin" />
                     ) : (
                       <Component />
                     )
@@ -65,11 +62,11 @@ root.render(
                 />
               ))}
             </Routes>
-
           </Box>
 
           <Footer />
         </AppTheme>
       </AuthProvider>
     </BrowserRouter>
+  </AppProvider>
 );

src/openapi-config.ts

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

src/types/historyChart.ts

@@ -1,36 +0,0 @@
-
-export interface ChartDataPoint {
-  id: string;
-  amount: number;
-  compareAmount?: number;
-  compareLabel?: string;
-  highlighted?: boolean;
-}
-
-export interface ChartSeries {
-  rolling: ChartDataPoint[];
-  calendar: ChartDataPoint[];
-}
-
-export interface ChartData {
-  daily: ChartDataPoint[];
-  weekly: ChartSeries;
-  monthly: ChartSeries;
-}
-
-export interface AggregatedDashboardData {
-  chartData: ChartData;
-  totalAmount: number;
-  topPayees: Array<{ payeeName: string; amount: number }>;
-}
-
-export interface HistoryChartProps {
-  header: string;
-  summary?: string;
-  tabs: string[];
-  data: ChartData;
-  period: "rolling" | "calendar";
-  onPeriodChange: (mode: "rolling" | "calendar") => void;
-  comparison: boolean;
-  setComparison: (mode: boolean) => void;
-}

src/utils/dashboardLoader.ts

@@ -1,192 +0,0 @@
-import { api } from "../../react-openapi";
-import { LatestItem } from "../components/LatestItemsList";
-import { ChartDataPoint } from "../types/historyChart";
-import * as React from "react";
-import { format } from "./dateUtils";
-import MonetizationOnIcon from "@mui/icons-material/MonetizationOn";
-
-import {
-  buildDailyBuckets,
-  buildWeeklyRolling,
-  buildWeeklyCalendar,
-  buildMonthlyRolling,
-  buildMonthlyCalendar
-} from "./periodBuilders";
-
-const DEFAULT_ICON = React.createElement(MonetizationOnIcon, {
-  sx: { color: "#388e3c" }
-});
-
-export async function fetchLatestTransactions(
-  type: "expense" | "income"
-): Promise<LatestItem[]> {
-  const res = await api.get("/expenses", {
-    params: { limit: 100, sort: "-occurred_at" }
-  });
-
-  const items = res.data?.items || res.data || [];
-
-  const isValid = (amt: number) =>
-    type === "expense" ? amt < 0 : amt > 0;
-
-  return items
-    .filter((item: any) => isValid(Number(item.amount) || 0))
-    .slice(0, 5)
-    .map((exp: any, index: number) => {
-      const time = new Date(
-        exp.occurred_at || exp.created_at || Date.now()
-      ).getTime();
-
-      const diffDays = Math.floor(
-        Math.abs(Date.now() - time) / (1000 * 60 * 60 * 24)
-      );
-
-      return {
-        id: exp.id || index,
-        icon: DEFAULT_ICON,
-        iconBgColor:
-          type === "expense" ? "#ffebee" : "#e8f5e9",
-        title: exp.payee?.name || exp.payee || "Unknown Payee",
-        subtitle:
-          exp.category?.name || exp.account?.name || "Transaction",
-        amount: `Rs ${Math.abs(exp.amount || 0)}`,
-        timeAgo: diffDays === 0 ? "Today" : `${diffDays} days ago`
-      };
-    });
-}
-
-export async function fetchAggregatedData(
-  type: "expense" | "income"
-) {
-  const res = await api.get("/expenses", { params: { limit: 0 } });
-  const all: any[] = res.data?.items || res.data || [];
-
-  const now = new Date();
-
-  let totalAmount = 0;
-  const payeeMap: Record<string, number> = {};
-
-  const isValid = (amt: number) =>
-    type === "expense" ? amt < 0 : amt > 0;
-
-  const normalize = (amt: number) => Math.abs(amt);
-
-  const {
-    buckets: dailyBuckets,
-    weekStart,
-    weekEnd,
-    prevWeekStart,
-    prevWeekEnd
-  } = buildDailyBuckets(now);
-
-  const weeklyRolling = buildWeeklyRolling(now);
-  const weeklyCalendar = buildWeeklyCalendar(now);
-  const monthlyRolling = buildMonthlyRolling(now);
-  const monthlyCalendar = buildMonthlyCalendar(now);
-
-  for (const item of all) {
-    const d = new Date(
-      item.occurred_at || item.created_at || Date.now()
-    );
-
-    const amtRaw = Number(item.amount) || 0;
-    if (!isValid(amtRaw)) continue;
-
-    const amt = normalize(amtRaw);
-    totalAmount += amt;
-
-    const payee = item.payee?.name || item.payee || "Unknown";
-    payeeMap[payee] = (payeeMap[payee] || 0) + amt;
-
-    const day = ["Sun","Mon","Tue","Wed","Thu","Fri","Sat"][d.getDay()];
-
-    if (d >= weekStart && d <= weekEnd) {
-      if (dailyBuckets[day]) {
-        dailyBuckets[day].amount += amt;
-      }
-    }
-
-    if (d >= prevWeekStart && d <= prevWeekEnd) {
-      if (dailyBuckets[day]) {
-        dailyBuckets[day].compare += amt;
-      }
-    }
-
-    const apply = (arr: any[]) => {
-      for (const b of arr) {
-        if (d >= b.start && d <= b.end) b.amount += amt;
-        if (d >= b.prevStart && d <= b.prevEnd)
-          b.compare += amt;
-      }
-    };
-
-    apply(weeklyRolling);
-    apply(weeklyCalendar);
-    apply(monthlyRolling);
-    apply(monthlyCalendar);
-  }
-
-  const toPoints = (arr: any[], type: "weekly" | "monthly"): ChartDataPoint[] =>
-    arr.map((x) => {
-      let compareLabel: string | undefined;
-
-      if (x.prevStart && x.prevEnd) {
-        if (type === "monthly") {
-          const year = String(x.prevStart.getFullYear()).slice(2);
-          compareLabel = `${x.prevStart.toLocaleString("default", {
-            month: "short"
-          })}-${year}`;
-        } else {
-          const year = String(x.prevEnd.getFullYear()).slice(2);
-          compareLabel = `${format(x.prevStart)} - ${format(x.prevEnd)} ${year}`;
-        }
-      }
-
-      return {
-        id: x.label,
-        amount: x.amount,
-        compareAmount: x.compare,
-        compareLabel
-      };
-    });
-
-  const chartData = {
-    daily: Object.entries(dailyBuckets).map(([k, v]: any) => ({
-      id: k,
-      amount: v.amount,
-      compareAmount: v.compare
-    })),
-    weekly: {
-      rolling: toPoints(weeklyRolling, "weekly"),
-      calendar: toPoints(weeklyCalendar, "weekly")
-    },
-    monthly: {
-      rolling: toPoints(monthlyRolling, "monthly"),
-      calendar: toPoints(monthlyCalendar, "monthly")
-    }
-  };
-
-  Object.values(chartData).forEach((group: any) => {
-    const arr = Array.isArray(group) ? group : group.rolling;
-    if (!arr?.length) return;
-
-    let max = arr[0];
-    for (const g of arr) {
-      if (g.amount > max.amount) max = g;
-    }
-    if (max.amount > 0) max.highlighted = true;
-  });
-
-  const topPayees = Object.entries(payeeMap)
-    .map(([name, amt]) => ({ payeeName: name, amount: amt }))
-    .sort((a, b) => b.amount - a.amount)
-    .slice(0, 5);
-
-  return { chartData, totalAmount, topPayees };
-}
-
-export const fetchAggregatedExpenses = () =>
-  fetchAggregatedData("expense");
-
-export const fetchAggregatedIncome = () =>
-  fetchAggregatedData("income");

src/utils/dateUtils.ts

@@ -1,33 +0,0 @@
-export const format = (d: Date) =>
-  `${d.getDate()} ${d.toLocaleString("default", { month: "short" })}`;
-
-export const startOfDay = (d: Date) => {
-  const x = new Date(d);
-  x.setHours(0, 0, 0, 0);
-  return x;
-};
-
-export const endOfDay = (d: Date) => {
-  const x = new Date(d);
-  x.setHours(23, 59, 59, 999);
-  return x;
-};
-
-export const getStartOfWeek = (d: Date) => {
-  const date = new Date(d);
-  const day = date.getDay() || 7;
-  if (day !== 1) date.setDate(date.getDate() - (day - 1));
-  return startOfDay(date);
-};
-
-export const shiftDate = (d: Date, days: number) =>
-  new Date(d.getTime() + days * 86400000);
-
-export const getWeekIndex = (date: Date) => {
-  const firstDay = new Date(date.getFullYear(), date.getMonth(), 1);
-  const firstWeekStart = getStartOfWeek(firstDay);
-  return Math.floor(
-    (startOfDay(date).getTime() - firstWeekStart.getTime()) /
-      (7 * 86400000)
-  );
-};

src/utils/periodBuilders.ts

@@ -1,178 +0,0 @@
-import {
-  format,
-  endOfDay,
-  getStartOfWeek,
-  shiftDate,
-  getWeekIndex
-} from "./dateUtils";
-
-export const buildDailyBuckets = (now: Date) => {
-  const buckets: Record<string, any> = {
-    Mon: { amount: 0, compare: 0 },
-    Tue: { amount: 0, compare: 0 },
-    Wed: { amount: 0, compare: 0 },
-    Thu: { amount: 0, compare: 0 },
-    Fri: { amount: 0, compare: 0 },
-    Sat: { amount: 0, compare: 0 },
-    Sun: { amount: 0, compare: 0 }
-  };
-
-  const weekStart = getStartOfWeek(now);
-  const weekEnd = endOfDay(new Date(weekStart.getTime() + 6 * 86400000));
-  const prevWeekStart = shiftDate(weekStart, -7);
-  const prevWeekEnd = shiftDate(weekEnd, -7);
-
-  return { buckets, weekStart, weekEnd, prevWeekStart, prevWeekEnd };
-};
-
-const getPrevMonthWeek = (start: Date) => {
-  const prevMonthDate = new Date(start);
-  prevMonthDate.setMonth(prevMonthDate.getMonth() - 1);
-
-  const prevMonthFirst = new Date(
-    prevMonthDate.getFullYear(),
-    prevMonthDate.getMonth(),
-    1
-  );
-
-  const prevFirstWeekStart = getStartOfWeek(prevMonthFirst);
-  const weekIndex = getWeekIndex(start);
-
-  const prevStart = new Date(
-    prevFirstWeekStart.getTime() + weekIndex * 7 * 86400000
-  );
-  const prevEnd = endOfDay(new Date(prevStart.getTime() + 6 * 86400000));
-
-  return { prevStart, prevEnd };
-};
-
-export const buildWeeklyRolling = (now: Date) => {
-  const arr: any[] = [];
-  const currentWeekStart = getStartOfWeek(now);
-
-  for (let i = 4; i >= 0; i--) {
-    const start = new Date(
-      currentWeekStart.getTime() - i * 7 * 86400000
-    );
-    const end = endOfDay(new Date(start.getTime() + 6 * 86400000));
-
-    const { prevStart, prevEnd } = getPrevMonthWeek(start);
-
-    arr.push({
-      label: `${format(start)} - ${format(end)}`,
-      start,
-      end,
-      amount: 0,
-      compare: 0,
-      prevStart,
-      prevEnd
-    });
-  }
-
-  return arr;
-};
-
-export const buildWeeklyCalendar = (now: Date) => {
-  const arr: any[] = [];
-
-  const startOfMonth = new Date(now.getFullYear(), now.getMonth(), 1);
-  const endOfMonth = new Date(now.getFullYear(), now.getMonth() + 1, 0);
-  const firstWeekStart = getStartOfWeek(startOfMonth);
-
-  const totalWeeks =
-    Math.ceil(
-      (endOfMonth.getTime() - firstWeekStart.getTime()) /
-        (7 * 86400000)
-    ) + 1;
-
-  for (let i = 0; i < totalWeeks; i++) {
-    const start = new Date(
-      firstWeekStart.getTime() + i * 7 * 86400000
-    );
-    const end = endOfDay(new Date(start.getTime() + 6 * 86400000));
-
-    const { prevStart, prevEnd } = getPrevMonthWeek(start);
-
-    arr.push({
-      label: `${format(start)} - ${format(end)}`,
-      start,
-      end,
-      amount: 0,
-      compare: 0,
-      prevStart,
-      prevEnd
-    });
-  }
-
-  return arr;
-};
-
-export const buildMonthlyRolling = (now: Date) => {
-  const arr: any[] = [];
-
-  for (let i = 11; i >= 0; i--) {
-    const d = new Date(now);
-    d.setMonth(d.getMonth() - i);
-
-    const start = new Date(d.getFullYear(), d.getMonth(), 1);
-    const end =
-      i === 0
-        ? endOfDay(now)
-        : endOfDay(new Date(d.getFullYear(), d.getMonth() + 1, 0));
-
-    const prevStart = new Date(start);
-    prevStart.setFullYear(prevStart.getFullYear() - 1);
-
-    let prevEnd = new Date(end);
-    prevEnd.setFullYear(prevEnd.getFullYear() - 1);
-
-    if (i === 0) {
-      prevEnd = new Date(prevStart);
-      prevEnd.setDate(now.getDate());
-      prevEnd = endOfDay(prevEnd);
-    }
-
-    arr.push({
-      label: `${d.toLocaleString("default", {
-        month: "short"
-      })}-${String(d.getFullYear()).slice(2)}`,
-      start,
-      end,
-      amount: 0,
-      compare: 0,
-      prevStart,
-      prevEnd
-    });
-  }
-
-  return arr;
-};
-
-export const buildMonthlyCalendar = (now: Date) => {
-  const arr: any[] = [];
-
-  for (let i = 0; i < 12; i++) {
-    const start = new Date(now.getFullYear(), i, 1);
-    const end = endOfDay(new Date(now.getFullYear(), i + 1, 0));
-
-    const prevStart = new Date(start);
-    prevStart.setFullYear(prevStart.getFullYear() - 1);
-
-    const prevEnd = new Date(end);
-    prevEnd.setFullYear(prevEnd.getFullYear() - 1);
-
-    arr.push({
-      label: `${start.toLocaleString("default", {
-        month: "short"
-      })}-${String(start.getFullYear()).slice(2)}`,
-      start,
-      end,
-      amount: 0,
-      compare: 0,
-      prevStart,
-      prevEnd
-    });
-  }
-
-  return arr;
-};