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44 changed files with 1223 additions and 1075 deletions

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@@ -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();
// Create a context for the app config
export const ConfigContext = React.createContext<AppConfig | null>(null);
import { ConfigContext } from "./providers/ConfigContext";
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(() => {
getAppConfig(resourceOverrides, profileConfig).then((cfg) => {
initializeApiClients(cfg.baseUrl, cfg.authBaseUrl);
setConfig(cfg);
});
}, [resourceOverrides, profileConfig]);
if (!existingConfig) {
getAppConfig(resourceOverrides, profileConfig).then((cfg) => {
initializeApiClients(cfg.baseUrl, cfg.authBaseUrl);
setConfig(cfg);
});
}
}, [resourceOverrides, profileConfig, existingConfig]);
if (!config) {
return (
@@ -144,13 +149,21 @@ export default function Admin({ basePath = "/admin", resourceOverrides = {}, pro
);
}
const content = (
<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 (
<QueryClientProvider client={queryClient}>
<ConfigContext.Provider value={config}>
<UploadProvider>
<AdminApp basePath={basePath} />
</UploadProvider>
</ConfigContext.Provider>
</QueryClientProvider>
<ConfigContext.Provider value={config}>
{content}
</ConfigContext.Provider>
);
}

View File

@@ -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;
@@ -67,7 +67,8 @@ export default function GenericForm({
const relationDataMap = React.useMemo(() => {
const map: Record<string, any[]> = {};
allRelations.forEach((relName, index) => {
map[relName] = queries[index].data || [];
// @ts-ignore
map[relName] = queries[index].data || [];
});
return map;
}, [allRelations, queries]);

View File

@@ -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);

View File

@@ -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);
}

View File

@@ -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";

View File

@@ -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>
);
}

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@@ -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;
}

View File

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

View File

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

View File

@@ -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,
});
}

View File

@@ -2,100 +2,19 @@ import * as React from "react";
import {
Box,
Container,
Grid,
CircularProgress,
Alert,
ToggleButton,
ToggleButtonGroup
Alert
} from "@mui/material";
import LatestItemsList, { LatestItem } from "./components/LatestItemsList";
import HistoryChart from "./components/HistoryChart";
import {
AggregatedDashboardData
} from "./types/historyChart";
import {
fetchLatestTransactions,
fetchAggregatedExpenses,
fetchAggregatedIncome,
} from "./utils/dashboardLoader";
import ConfigurableDashboard from "./components/Dashboard";
import { configuration } from "./dashboard-config";
import { useDashboardData } from "./features/dashboard";
export default function Dashboard() {
const [latest, setLatest] = React.useState<{
expense: LatestItem[];
income: LatestItem[];
}>({
expense: [],
income: []
});
const [aggregated, setAggregated] = React.useState<{
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 { data, latest, isLoading, error } = useDashboardData(mode);
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) {
if (isLoading) {
return (
<Box sx={{ display: "flex", justifyContent: "center", alignItems: "center", height: "60vh" }}>
<CircularProgress />
@@ -106,49 +25,21 @@ 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 }}>
{/* -------- TOGGLE -------- */}
<Box sx={{ display: "flex", justifyContent: "center", mb: 3 }}>
<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>
<ConfigurableDashboard
config={configuration}
data={data}
latest={latest}
onModeChange={(newMode) => setMode(newMode)}
/>
);
}

View File

@@ -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 ? (
<>

View File

@@ -0,0 +1,43 @@
import * as React from "react";
export type DashboardMode = "expense" | "income";
export type DashboardPeriod = "rolling" | "calendar";
export interface DashboardState {
mode: DashboardMode;
period: DashboardPeriod;
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 DashboardConfig {
sections: DashboardSection[];
style?: {
palette: Record<DashboardMode, {
primary: string;
light: string;
dark: string;
text: string;
}>;
};
}
export interface DashboardProps {
config: DashboardConfig;
data: any; // Aggregated data from features
latest: any[]; // Latest items from features
onModeChange?: (mode: DashboardMode) => void;
}

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@@ -0,0 +1,19 @@
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",
period: "rolling",
comparison: false,
});
return (
<DashboardView
{...props}
state={state}
setState={setState}
/>
);
}

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@@ -0,0 +1,129 @@
import * as React from "react";
import {
Box,
Container,
Grid,
Typography,
ToggleButton,
ToggleButtonGroup
} from "@mui/material";
import { DashboardProps, DashboardState } from "./Dashboard.models";
interface ViewProps extends DashboardProps {
state: DashboardState;
setState: React.Dispatch<React.SetStateAction<DashboardState>>;
}
export default function DashboardView({
config,
data,
latest,
state,
setState,
onModeChange
}: ViewProps) {
const { mode, period, comparison } = state;
const colors = config.style?.palette[mode] || { primary: '#000', light: '#fff' };
const handleModeChange = (_: any, newMode: any) => {
if (newMode && onModeChange) {
onModeChange(newMode);
setState(prev => ({ ...prev, mode: newMode }));
}
};
return (
<Container
sx={{
mt: 4,
mb: 4,
background: `linear-gradient(180deg, ${colors.light} 0%, transparent 100%)`,
borderRadius: 4,
p: 2
}}
>
<Box sx={{ display: "flex", justifyContent: "center", mb: 3 }}>
<ToggleButtonGroup
value={mode}
exclusive
onChange={handleModeChange}
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}
colorTheme={mode === "expense" ? "error" : "success"}
/>
</Grid>
))}
</Grid>
</Box>
) : (
<Component
{...section.settings}
header={section.title}
summary={section.summary}
data={section.dataKey ? data[section.dataKey] : data.chartData}
items={section.dataKey === 'latest' ? latest : (data[section.dataKey || ''] || [])}
title={section.title}
accentColor={colors.primary}
colorScheme={colors}
period={period}
onPeriodChange={(p: any) => setState(prev => ({ ...prev, period: p }))}
comparison={comparison}
setComparison={(c: any) => setState(prev => ({ ...prev, comparison: c }))}
/>
)}
</Grid>
);
})}
</Grid>
</Container>
);
}

View File

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

View File

@@ -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>
);
}

View File

@@ -1,21 +1,17 @@
export interface ChartDataPoint {
export interface _ChartDataPoint {
id: string;
amount: number;
compareAmount?: number;
compareLabel?: string;
highlighted?: boolean;
}
export interface ChartSeries {
rolling: ChartDataPoint[];
calendar: ChartDataPoint[];
export interface ChartDataPoint extends _ChartDataPoint {
compare?: _ChartDataPoint;
}
export interface ChartData {
daily: ChartDataPoint[];
weekly: ChartSeries;
monthly: ChartSeries;
daily?: ChartDataPoint[];
weekly?: Record<string, ChartDataPoint[]>;
monthly?: Record<string, ChartDataPoint[]>;
}
export interface AggregatedDashboardData {
@@ -30,7 +26,12 @@ export interface HistoryChartProps {
tabs: string[];
data: ChartData;
period: "rolling" | "calendar";
onPeriodChange: (mode: "rolling" | "calendar") => void;
onPeriodChange: (p: "rolling" | "calendar") => void;
comparison: boolean;
setComparison: (mode: boolean) => void;
setComparison: (v: boolean) => void;
colorScheme: {
primary: string;
light: string;
text: string;
};
}

View File

@@ -0,0 +1,60 @@
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, period, 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[] = [];
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.compare?.amount ?? 0] : [d.amount]
),
1
)
: 1;
const visibleCountMap = { daily: 7, weekly: 6, monthly: 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}
/>
);
}

View File

@@ -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;
};

View File

@@ -0,0 +1,238 @@
import * as React from "react";
import {
Box,
Typography,
ToggleButtonGroup,
ToggleButton,
Paper
} from "@mui/material";
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,
period,
onPeriodChange,
comparison,
setComparison,
colorScheme,
activeTab,
setActiveTab,
currentData,
visibleData,
maxAmount,
visibleCount,
startIndex,
setStartIndex,
activeDataKey,
} = props;
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, sm: 4 },
borderRadius: 4,
width: "100%",
boxShadow: "none",
border: "1px solid",
borderColor: "divider",
bgcolor: colorScheme.light,
}}
>
<Typography variant="h6" fontWeight={700} gutterBottom color={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={period} exclusive onChange={(_, v) => v && onPeriodChange(v)} size="small">
<ToggleButton value="rolling">Rolling</ToggleButton>
<ToggleButton value="calendar" disabled={activeDataKey === "daily"}>
Calendar
</ToggleButton>
</ToggleButtonGroup>
<ToggleButton
value="compare"
selected={comparison}
onChange={() => setComparison(!comparison)}
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);
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: `${labelHeight}%`,
left: "50%",
transform: "translate(-50%, -6px)",
fontSize: "0.65rem",
whiteSpace: "nowrap",
pointerEvents: "none"
}}
>
{formatDisplay(point, activeTab.toLowerCase(), comparison)}
</Typography>
{comparison && (
<Box sx={{ width: 6, height: `${compareHeight}%`, bgcolor: `${colorScheme.primary}55`, borderRadius: 2 }} />
)}
<Box sx={{ width: 4 }} />
<Box
sx={{
width: 10,
height: `${currentHeight}%`,
bgcolor: point.highlighted ? colorScheme.primary : `${colorScheme.primary}99`,
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 }}>
{formatLabel(point.id, activeDataKey)}
</Typography>
<Typography
variant="caption"
sx={{
fontSize: "0.65rem",
color: "grey.400",
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>
);
}

View File

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

View File

@@ -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;
}

View File

@@ -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,

View File

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

View File

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

View File

@@ -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>
);
}

View File

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

View File

@@ -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}
/>
);
}

View File

@@ -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)}`;
};

View File

@@ -0,0 +1,116 @@
import * as React from "react";
import {
Box,
Typography,
Paper,
LinearProgress,
Divider,
linearProgressClasses
} from "@mui/material";
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) {
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) =>
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: compact ? "flex-start" : "center",
justifyContent: "center",
position: "relative",
overflow: "hidden",
boxShadow: (theme) =>
`0 ${compact ? 6 : 12}px ${compact ? 12 : 24}px -10px ${
theme.palette.mode === "dark"
? "#000"
: theme.palette[colorTheme].main
}`,
}}
>
<Typography
variant={compact ? "body2" : "subtitle1"}
fontWeight={700}
sx={{
opacity: 0.9,
mb: compact ? 1.5 : 2,
width: '100%',
overflow: 'hidden',
textOverflow: 'ellipsis',
whiteSpace: 'nowrap',
letterSpacing: 0.5
}}
>
{header}
</Typography>
<Box sx={{ mb: compact ? 2 : 3, width: '100%' }}>
<Typography
variant={compact ? "h5" : "h3"}
fontWeight={900}
sx={{ mb: 0.5, lineHeight: 1.2 }}
>
{formattedProgress}
</Typography>
<Divider
sx={{
my: 1,
borderColor: "rgba(255,255,255,0.4)",
width: "100%",
}}
/>
<Typography
variant={compact ? "caption" : "body2"}
sx={{
opacity: 0.8,
fontWeight: 400,
display: "block"
}}
>
{formattedTotal}
</Typography>
</Box>
<Box sx={{ width: "100%", mt: 'auto' }}>
<LinearProgress
variant="determinate"
value={percentage}
sx={{
height: compact ? 6 : 10,
borderRadius: 5,
[`&.${linearProgressClasses.colorPrimary}`]: {
backgroundColor: "rgba(0, 0, 0, 0.2)",
},
[`& .${linearProgressClasses.bar}`]: {
borderRadius: 5,
backgroundColor: "#fff",
},
}}
/>
</Box>
</Paper>
);
}

View File

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

60
src/dashboard-config.ts Normal file
View File

@@ -0,0 +1,60 @@
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: ["Daily", "Weekly", "Monthly"],
},
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: {
primary: "#d32f2f",
light: "#fdecea",
dark: "#9a0007",
text: "#b71c1c"
},
income: {
primary: "#2e7d32",
light: "#e8f5e9",
dark: "#1b5e20",
text: "#1b5e20"
}
}
}
};

View File

@@ -0,0 +1,40 @@
import * as React from "react";
import MonetizationOnIcon from "@mui/icons-material/MonetizationOn";
import { LatestItem } from "../../components/LatestItems";
const DEFAULT_ICON = React.createElement(MonetizationOnIcon, {
sx: { color: "#388e3c" }
});
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 || 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`
};
});
}

View File

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

View File

@@ -0,0 +1,52 @@
import { useResourceByName } from "../../../react-openapi";
import { mapToLatestItems } from "./dashboard.mapper";
import { mapReportToDashboard } from "../report/report.mapper";
export function useDashboardData(type: "expense" | "income") {
const { useList: useExpenseList } = useResourceByName("expenses");
const { useList: useReportList } = useResourceByName("reports");
// Fetch latest transactions
const latestQuery = useExpenseList({
limit: 100,
sort: "-occurred_at"
});
// Fetch reports for aggregation
const weeklyReport = useReportList({ period: "weekly", rolling: true });
const monthlyReport = useReportList({ period: "monthly", rolling: true });
const payeeReport = useReportList({ period: "weekly", rolling: true, group_by: "payee" });
const isLoading =
latestQuery.isLoading ||
weeklyReport.isLoading ||
monthlyReport.isLoading ||
payeeReport.isLoading;
const error =
latestQuery.error ||
weeklyReport.error ||
monthlyReport.error ||
payeeReport.error;
const latest = latestQuery.data?.data
? mapToLatestItems(latestQuery.data.data, type)
: [];
const aggregatedData =
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,
type
)
: null;
return {
data: aggregatedData,
latest: latest,
isLoading,
error,
};
}

View File

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

View File

@@ -0,0 +1,100 @@
import {
AggregatedDashboardData,
ChartData,
ChartDataPoint,
} from "../../components/HistoryChart";
type ReportBucket = any;
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") => {
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 toPoints = (
buckets: ReportBucket[],
type: "weekly" | "monthly",
flow: "expenses" | "incomes"
): ChartDataPoint[] => {
return buckets.map((b, i) => {
const amount = sumBucket(b, flow);
const prev = buckets[i - 1];
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"
): AggregatedDashboardData {
const flow = type === "expense" ? "expenses" : "incomes";
const chartData: ChartData = {
daily: [],
weekly: {
rolling: toPoints(weekly, "weekly", flow),
calendar: toPoints(weekly, "weekly", flow),
},
monthly: {
rolling: toPoints(monthly, "monthly", flow),
calendar: toPoints(monthly, "monthly", 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,
};
}

View File

@@ -0,0 +1,14 @@
import { useResourceByName } from "../../../react-openapi";
export interface ReportParams {
period: "weekly" | "monthly" | "yearly" | "fyly";
rolling?: boolean;
report_date?: string;
group_by?: ("flow" | "payee" | "tags")[];
ignore_self?: boolean;
}
export function useReport(params: ReportParams) {
const { useList } = useResourceByName("reports");
return useList(params);
}

View File

@@ -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
initializeApiClients(API_BASE, AUTH_BASE);
const AUTH_BASE = import.meta.env.VITE_AUTH_BASE_URL;
const routerMapping = [
{ path: "/", component: Home, headerTitle: "Home" },
@@ -41,35 +37,36 @@ const routerMapping = [
];
root.render(
<BrowserRouter>
<AuthProvider authBaseUrl={AUTH_BASE}>
<AppTheme>
<CssBaseline enableColorScheme />
<Header routerMapping={routerMapping} />
<AppProvider resourceOverrides={configuration} profileConfig={profileConfiguration}>
<BrowserRouter>
<AuthProvider authBaseUrl={AUTH_BASE}>
<AppTheme>
<CssBaseline enableColorScheme />
<Header routerMapping={routerMapping} />
<Box sx={{ pb: 8 }}>
<Toolbar />
<Box sx={{ pb: 8 }}>
<Toolbar />
<Routes>
{routerMapping.map(({ path, component: Component }) => (
<Route
key={path}
path={path}
element={
path.startsWith("/admin") ? (
<Component basePath="/admin" resourceOverrides={configuration} profileConfig={profileConfiguration} />
) : (
<Component />
)
}
/>
))}
</Routes>
<Routes>
{routerMapping.map(({ path, component: Component }) => (
<Route
key={path}
path={path}
element={
path.startsWith("/admin") ? (
<Component basePath="/admin" />
) : (
<Component />
)
}
/>
))}
</Routes>
</Box>
</Box>
<Footer />
</AppTheme>
</AuthProvider>
</BrowserRouter>
<Footer />
</AppTheme>
</AuthProvider>
</BrowserRouter>
</AppProvider>
);

View File

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

View File

@@ -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");

View File

@@ -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)
);
};

View File

@@ -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;
};