new report structure

react-openapi/api/client.ts

@@ -7,28 +7,6 @@ import { createApiClient } from "../../react-auth";
 let _api: AxiosInstance | null = null;
 let _auth: AxiosInstance | null = null;
 
-function withParamsSerializer(instance: AxiosInstance): AxiosInstance {
-  instance.defaults.paramsSerializer = {
-    serialize: (params) => {
-      const searchParams = new URLSearchParams();
-
-      Object.entries(params).forEach(([key, value]) => {
-        if (Array.isArray(value)) {
-          value.forEach((v) => {
-            searchParams.append(key, String(v)); // NO []
-          });
-        } else if (value !== undefined && value !== null) {
-          searchParams.append(key, String(value));
-        }
-      });
-
-      return searchParams.toString();
-    },
-  };
-
-  return instance;
-}
-
 export const api = {
   get: (...args: Parameters<AxiosInstance["get"]>) => {
     if (!_api) throw new Error("API client not initialized");
@@ -60,6 +38,6 @@ export const auth = {
 };
 
 export function initializeApiClients(baseUrl: string, authBaseUrl: string) {
-  _api = withParamsSerializer(createApiClient(baseUrl));
-  _auth = withParamsSerializer(createApiClient(authBaseUrl));
+  _api = createApiClient(baseUrl);
+  _auth = createApiClient(authBaseUrl);
 }

src/Dashboard.tsx

@@ -15,10 +15,9 @@ import {
 
 export default function Dashboard() {
   const report = useReport({
-    periods: ["weekly", "monthly", "full"],
     rolling: true,
     include_transactions: true,
-    group_by: ["tags"],
+    group_by: ["payee"],
   })
 
   const isLoading = report.isLoading;

src/components/Dashboard/Dashboard.models.ts

@@ -1,7 +1,6 @@
 import * as React from "react";
 import {
-  ReportData,
-  GroupKey,
+  ReportData
 } from "../../features/report";
 
 export type DashboardMode = "expense" | "income";
@@ -12,7 +11,6 @@ export interface DashboardState {
   mode: DashboardMode;
   periodType: DashboardPeriodType;
   selectedPeriodId: DashboardSelectedPeriodId;
-  selectedGroupKey: GroupKey | null;
   comparison: boolean;
 }
 
@@ -21,6 +19,7 @@ export interface DashboardSection {
   title?: string;
   summary?: string;
   component: React.ComponentType<any>;
+  dataKey: string;
   settings?: Record<string, any>;
   isList?: boolean;
   style?: {

src/components/Dashboard/Dashboard.tsx

@@ -7,7 +7,6 @@ export default function Dashboard(props: DashboardProps) {
     mode: "expense",
     periodType: "rolling",
     selectedPeriodId: null,
-    selectedGroupKey: null,
     comparison: false,
   });
 
@@ -36,10 +35,6 @@ export default function Dashboard(props: DashboardProps) {
     setState(prev => ({ ...prev, selectedPeriodId }));
   };
 
-  const setSelectedGroupKey = (groupKey: typeof state.selectedGroupKey) => {
-    setState(prev => ({ ...prev, selectedGroupKey: groupKey }));
-  };
-
   return (
     <DashboardView
       {...props}
@@ -49,7 +44,6 @@ export default function Dashboard(props: DashboardProps) {
       togglePeriodType={togglePeriodType}
       toggleComparison={toggleComparison}
       setSelectedPeriodId={setSelectedPeriodId}
-      setSelectedGroupKey={setSelectedGroupKey}
     />
   );
 }

src/components/Dashboard/Dashboard.view.tsx

@@ -8,7 +8,6 @@ import {
   ToggleButtonGroup
 } from "@mui/material";
 import { useTheme, alpha } from "@mui/material/styles";
-import { GroupKey } from "../../features/report";
 import { DashboardProps, DashboardState } from "./Dashboard.models";
 
 interface ViewProps extends DashboardProps {
@@ -17,7 +16,6 @@ interface ViewProps extends DashboardProps {
   toggleMode: () => void;
   togglePeriodType: () => void;
   setSelectedPeriodId: (id: string | null) => void;
-  setSelectedGroupKey: (groupKey: GroupKey | null) => void;
   toggleComparison: () => void;
 }
 
@@ -30,11 +28,10 @@ export default function DashboardView({
   togglePeriodType,
   toggleComparison,
   setSelectedPeriodId,
-  setSelectedGroupKey,
 }: ViewProps) {
   const theme = useTheme();
   const themeMode = theme.palette.mode;
-  const { mode, periodType, comparison, selectedPeriodId, selectedGroupKey } = state;
+  const { mode, periodType, comparison, selectedPeriodId } = state;
 
   // Resolve colors with fallbacks
   const colors = React.useMemo(() => {
@@ -112,7 +109,7 @@ export default function DashboardView({
                 {...section.settings}
                 header={section.title}
                 summary={section.summary}
-                reportData={data}
+                data={data}
                 title={section.title}
                 accentColor={colors.primary}
                 colorScheme={colors}
@@ -123,12 +120,10 @@ export default function DashboardView({
                 periodType={periodType}
                 comparison={comparison}
                 selectedPeriodId={selectedPeriodId}
-                selectedGroupKey={selectedGroupKey}
 
                 togglePeriodType={togglePeriodType}
                 toggleComparison={toggleComparison}
                 setSelectedPeriodId={setSelectedPeriodId}
-                setSelectedGroupKey={setSelectedGroupKey}
               />
             </Grid>
           );

src/components/HistoryChart/HistoryChart.adapter.ts

@@ -1,75 +0,0 @@
-import { ReportData } from "../../features/report";
-import {
-  mergeBucketPeriods,
-  getAmount,
-  PeriodKey,
-} from "../report.helpers";
-import { ChartDataPoint } from "./HistoryChart.models";
-
-// ─── Tab → PeriodKey ─────────────────────────────────────────
-
-const TAB_TO_KEY: Record<string, PeriodKey> = {
-  Weekly: "weekly",
-  Monthly: "monthly",
-  Yearly: "yearly",
-  "Financial Year": "fyly",
-  "All Time": "full",
-};
-
-export function tabToKey(tab: string): PeriodKey {
-  return TAB_TO_KEY[tab] ?? "full";
-}
-
-// ─── Comparison ──────────────────────────────────────────────
-
-function attachComparison(
-  points: ChartDataPoint[],
-  key: PeriodKey
-): ChartDataPoint[] {
-  const getCompareIndex = (i: number) => {
-    if (key === "weekly") return i - 4;
-    if (key === "monthly") return i - 12;
-    if (key === "yearly") return i - 1;
-    if (key === "fyly") return i - 1;
-    return -1;
-  };
-
-  return points.map((p, i) => {
-    const ci = getCompareIndex(i);
-
-    return {
-      ...p,
-      compare:
-        ci >= 0 && points[ci]
-          ? {
-              id: points[ci].id,
-              label: points[ci].label,
-              amount: points[ci].amount,
-            }
-          : undefined,
-    };
-  });
-}
-
-// ─── Main adapter ────────────────────────────────────────────
-
-export function buildChartData(
-  reportData: ReportData,
-  key: PeriodKey,
-  mode: "expense" | "income",
-  comparison: boolean
-): ChartDataPoint[] {
-  const merged = mergeBucketPeriods(reportData.buckets, key);
-
-  let points: ChartDataPoint[] = merged.map((p) => ({
-    id: p.id,
-    label: p.label,
-    amount: getAmount(p, mode),
-  }));
-
-  if (comparison) {
-    points = attachComparison(points, key);
-  }
-
-  return points;
-}

src/components/HistoryChart/HistoryChart.models.ts

@@ -3,11 +3,9 @@ import {
   DashboardPeriodType,
   DashboardSelectedPeriodId
 } from "../Dashboard";
-import { ReportData } from "../../features/report";
 
 export interface _ChartDataPoint {
   id: string;
-  label: string;
   amount: number;
   highlighted?: boolean;
 }
@@ -16,19 +14,26 @@ 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[];
-
-  reportData: ReportData;
-
+  data: ChartData;
   colorScheme: {
     primary: string;
     light: string;
     text: string;
   };
 
+  // State management
   mode: DashboardMode;
   periodType: DashboardPeriodType;
   selectedPeriodId: DashboardSelectedPeriodId;

src/components/HistoryChart/HistoryChart.tsx

@@ -1,80 +1,45 @@
 import * as React from "react";
-import { HistoryChartProps } from "./HistoryChart.models";
+import { ChartDataPoint, HistoryChartProps, ChartData } from "./HistoryChart.models";
 import HistoryChartView from "./HistoryChart.view";
-import { buildChartData, tabToKey } from "./HistoryChart.adapter";
 
 export default function HistoryChart(props: HistoryChartProps) {
-  const {
-    tabs,
-    reportData,
-    mode,
-    comparison,
-    selectedPeriodId,
-    setSelectedPeriodId
-  } = props;
+  const { tabs, data, mode, periodType, comparison } = props;
 
   const [activeTab, setActiveTab] = React.useState<string>(tabs[0] || "");
   const [startIndex, setStartIndex] = React.useState(0);
 
-  const activeDataKey = tabToKey(activeTab);
+  const activeDataKey = activeTab.toLowerCase() as keyof ChartData;
 
-  const currentData = React.useMemo(() => {
-    return buildChartData(reportData, activeDataKey, mode, comparison);
-  }, [reportData, activeDataKey, mode, comparison]);
+  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 ? [d.compare.amount] : [])]
-              : [d.amount]
+            comparison ? [d.amount, d.compare?.amount ?? 0] : [d.amount]
           ),
           1
         )
       : 1;
 
-  const visibleCountMap = {
-    weekly: 6,
-    monthly: 4,
-    yearly: 4,
-    fyly: 4,
-    full: 4,
-  };
-
-  const visibleCount = visibleCountMap[activeDataKey] ?? 4;
+  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)
-  );
-
-  React.useEffect(() => {
-    if (startIndex !== clampedStartIndex) {
-      setStartIndex(clampedStartIndex);
-    }
-  }, [startIndex, clampedStartIndex]);
+  const clampedStartIndex = Math.min(startIndex, Math.max(total - visibleCount, 0));
 
   const visibleData = currentData.slice(
     clampedStartIndex,
     clampedStartIndex + visibleCount
   );
 
-  React.useEffect(() => {
-    setSelectedPeriodId(null);
-  }, [activeTab]);
-
-  React.useEffect(() => {
-    if (
-      selectedPeriodId &&
-      !visibleData.some((p) => p.id === selectedPeriodId)
-    ) {
-      setSelectedPeriodId(null);
-    }
-  }, [visibleData, selectedPeriodId]);
-
   return (
     <HistoryChartView
       {...props}
@@ -84,7 +49,7 @@ export default function HistoryChart(props: HistoryChartProps) {
       visibleData={visibleData}
       maxAmount={maxAmount}
       visibleCount={visibleCount}
-      startIndex={clampedStartIndex}
+      startIndex={startIndex}
       setStartIndex={setStartIndex}
       activeDataKey={activeDataKey}
     />

src/components/HistoryChart/HistoryChart.utils.ts

@@ -25,3 +25,19 @@ export const formatDisplay = (
 
   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

@@ -14,7 +14,7 @@ import {
   ChartDataPoint,
   HistoryChartProps,
 } from "./HistoryChart.models";
-import { formatDisplay } from "./HistoryChart.utils";
+import { formatDisplay, formatLabel } from "./HistoryChart.utils";
 
 interface ViewProps extends HistoryChartProps {
   activeTab: string;
@@ -35,6 +35,7 @@ export default function HistoryChartView(props: ViewProps) {
     tabs,
     colorScheme,
 
+    // State management
     mode,
     periodType,
     selectedPeriodId,
@@ -44,6 +45,7 @@ export default function HistoryChartView(props: ViewProps) {
     setSelectedPeriodId,
     toggleComparison,
 
+    // HistoryChart state management
     activeTab,
     setActiveTab,
     currentData,
@@ -58,28 +60,19 @@ export default function HistoryChartView(props: ViewProps) {
   const theme = useTheme();
   const isDark = theme.palette.mode === "dark";
 
-  const total = currentData.length;
-  const maxStartIndex = Math.max(total - visibleCount, 0);
-  const clampedStartIndex = Math.min(startIndex, maxStartIndex);
-
   const handleTabChange = (_: React.MouseEvent<HTMLElement>, newTab: string | null) => {
     if (newTab !== null) setActiveTab(newTab);
   };
 
-  const canGoLeft = clampedStartIndex > 0;
-  const canGoRight = clampedStartIndex < maxStartIndex;
+  const canGoLeft = startIndex > 0;
+  const canGoRight = startIndex + visibleCount < currentData.length;
 
   const handlePrev = () => {
-    if (!canGoLeft) return;
-    setStartIndex((prev) => Math.max(prev - visibleCount, 0));
+    if (canGoLeft) setStartIndex((prev) => prev - visibleCount);
   };
 
   const handleNext = () => {
-    if (!canGoRight) return;
-    setStartIndex((prev) => {
-      const next = prev + visibleCount;
-      return Math.min(next, maxStartIndex);
-    });
+    if (canGoRight) setStartIndex((prev) => prev + visibleCount);
   };
 
   return (
@@ -92,9 +85,10 @@ export default function HistoryChartView(props: ViewProps) {
         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>
+      <Typography variant="h6" fontWeight={700} gutterBottom sx={{ color: isDark ? 'text.primary' : colorScheme.text }}>
         {header}
       </Typography>
 
@@ -112,10 +106,12 @@ export default function HistoryChartView(props: ViewProps) {
         ))}
       </ToggleButtonGroup>
 
-      <Box sx={{ display: "flex", justifyContent: "space-between", mb: 3 }}>
+      <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">Calendar</ToggleButton>
+          <ToggleButton value="calendar" disabled={activeDataKey === "daily"}>
+            Calendar
+          </ToggleButton>
         </ToggleButtonGroup>
 
         <ToggleButton
@@ -123,6 +119,22 @@ export default function HistoryChartView(props: ViewProps) {
           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>
@@ -131,7 +143,19 @@ export default function HistoryChartView(props: ViewProps) {
       {currentData.length > 0 ? (
         <Box sx={{ position: "relative", mt: 4 }}>
           {canGoLeft && (
-            <IconButton onClick={handlePrev} size="small" sx={{ position: "absolute", left: 0, top: "50%" }}>
+            <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>
           )}
@@ -142,67 +166,92 @@ export default function HistoryChartView(props: ViewProps) {
               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, activeDataKey, comparison);
+              const display = formatDisplay(point, activeTab.toLowerCase(), comparison);
 
               return (
                 <Box
                   key={point.id}
-                  onClick={() =>
-                    setSelectedPeriodId(isSelected ? null : point.id)
-                  }
+                  onClick={() => setSelectedPeriodId(isSelected ? null : point.id)}
                   sx={{
                     flex: 1,
                     display: "flex",
                     flexDirection: "column",
                     alignItems: "center",
-                    cursor: "pointer",
-                    height: "100%"
+                    justifyContent: "flex-end",
+                    height: "100%",
+                    cursor: "pointer"
                   }}
                 >
-                  <Box sx={{ display: "flex", alignItems: "flex-end", gap: 1, height: "100%" }}>
-                    {comparison && (
-                      <Box
+                  <Box sx={{ display: "flex", alignItems: "flex-end", gap: comparison ? 1 : 0.5, height: "100%", position: "relative" }}>
+                    <Typography
+                      variant="caption"
                       sx={{
-                          width: 8,
-                          height: `${compareHeight}%`,
-                          bgcolor: alpha(colorScheme.primary, 0.4),
-                          borderRadius: "4px 4px 0 0"
+                        position: "absolute",
+                        bottom: `${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: 12,
+                        width: comparison ? 10 : 16,
                         height: `${currentHeight}%`,
-                        bgcolor: isSelected ? "warning.main" : colorScheme.primary,
-                        borderRadius: "4px 4px 0 0"
+                        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>
 
-                  <Typography variant="caption">
-                    {point.label}
+                  <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>
 
-                  {comparison && point.compare && (
-                    <Typography variant="caption" color="text.secondary">
-                      {point.compare.label}
-                    </Typography>
-                  )}
-
-                  <Typography variant="caption">
-                    {display}
+                    <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%" }}>
+            <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>
           )}

src/components/LatestItems/LatestItems.adapter.ts

@@ -1,66 +0,0 @@
-import { ReportData, Transaction, GroupKey } from "../../features/report";
-import {
-  mergeBucketPeriods,
-  periodIdToKey,
-  formatCurrency,
-  filterBuckets,
-} from "../report.helpers";
-import { LatestItem } from "./LatestItems.models";
-
-// ─── Transaction extraction ─────────────────────────────────
-
-function extractTransactions(
-  reportData: ReportData,
-  selectedPeriodId: string | null,
-  selectedGroupKey: GroupKey | null,
-  mode: "expense" | "income"
-): Transaction[] {
-  const buckets = filterBuckets(reportData.buckets, selectedGroupKey);
-  if (selectedPeriodId) {
-    const key = periodIdToKey(selectedPeriodId);
-    const periods = mergeBucketPeriods(buckets, key);
-    const selected = periods.find((p) => p.id === selectedPeriodId);
-
-    if (!selected) return [];
-
-    return mode === "expense"
-      ? (selected.expenses.transactions || [])
-      : (selected.incomes.transactions || []);
-  }
-
-  const periods = mergeBucketPeriods(buckets, "full");
-
-  if (!periods.length) return [];
-
-  const full = periods[0];
-
-  return mode === "expense"
-    ? (full.expenses.transactions || [])
-    : (full.incomes.transactions || []);
-}
-
-// ─── Main adapter ────────────────────────────────────────────
-
-export function buildLatestItems(
-  reportData: ReportData,
-  selectedPeriodId: string | null,
-  selectedGroupKey: GroupKey | null,
-  mode: "expense" | "income"
-): LatestItem[] {
-  const txns = extractTransactions(reportData, selectedPeriodId, selectedGroupKey, mode);
-
-  return txns
-    .filter((t) => (mode === "expense" ? t.amount < 0 : t.amount >= 0))
-    .sort(
-      (a, b) =>
-        new Date(b.occurred_at).getTime() -
-        new Date(a.occurred_at).getTime()
-    )
-    .map((t, index) => ({
-      id: index + 1,
-      title: t.payee.name,
-      subtitle: t.tags.map((tag) => tag.name).join(", "),
-      amount: formatCurrency(t.amount),
-      timeAgo: new Date(t.occurred_at).toLocaleDateString("en-IN"),
-    }));
-}

src/components/LatestItems/LatestItems.models.ts

@@ -1,14 +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 LatestItemsViewProps {
+export interface LatestItemsListProps {
+  title?: string;
   items: LatestItem[];
+  onViewAll?: () => void;
   accentColor: string;
-  canExpand: boolean;
-  onExpand: () => void;
 }

src/components/LatestItems/LatestItems.tsx

@@ -1,44 +1,112 @@
 import * as React from "react";
-import { ReportData, GroupKey } from "../../features/report";
-import { buildLatestItems } from "./LatestItems.adapter";
-import LatestItemsView from "./LatestItems.view";
+import {
+  List,
+  ListItem,
+  ListItemAvatar,
+  ListItemText,
+  Avatar,
+  Typography,
+  Box,
+  Button,
+} from "@mui/material";
 
-type Props = {
-  reportData: ReportData;
-  mode: "expense" | "income";
-  selectedPeriodId: string | null;
-  selectedGroupKey?: GroupKey | null;
-  accentColor: string;
-};
+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: any;
+}
 
 export default function LatestItems({
-  reportData,
-  mode,
-  selectedPeriodId,
-  selectedGroupKey = null,
+  title = "Recent Transactions",
+  items,
+  onViewAll,
   accentColor,
-}: Props) {
-  const [visibleCount, setVisibleCount] = React.useState(5);
-
-  const allItems = React.useMemo(() => {
-    return buildLatestItems(reportData, selectedPeriodId, selectedGroupKey, mode);
-  }, [reportData, selectedPeriodId, selectedGroupKey, mode]);
-
-  const hasSelection = Boolean(selectedPeriodId) || Boolean(selectedGroupKey);
-
-  const visibleItems = React.useMemo(() => {
-    if (!hasSelection) return allItems.slice(0, 5);
-    return allItems.slice(0, visibleCount);
-  }, [allItems, hasSelection, visibleCount]);
-
-  const canExpand = hasSelection && visibleCount < allItems.length;
-
+}: LatestItemsListProps) {
   return (
-    <LatestItemsView
-      items={visibleItems}
-      accentColor={accentColor}
-      canExpand={canExpand}
-      onExpand={() => setVisibleCount((prev) => prev + 5)}
+    <Box sx={{ width: "100%", bgcolor: "background.paper", borderRadius: 4, p: 2 }}>
+      {/* Header */}
+      <Box sx={{ display: "flex", justifyContent: "space-between", alignItems: "center", mb: 2, px: 2 }}>
+        <Typography variant="h6" fontWeight="bold">
+          {title}
+        </Typography>
+        {onViewAll && (
+          <Button
+            variant="text"
+            color="inherit"
+            size="small"
+            sx={{ textTransform: "none", color: "text.secondary", fontWeight: "medium" }}
+            onClick={onViewAll}
+          >
+            view all
+          </Button>
+        )}
+      </Box>
+
+      {/* List */}
+      <List disablePadding>
+        {items.map((item, index) => (
+          <ListItem
+            key={item.id}
+            sx={{
+              px: { xs: 1, sm: 2 },
+              py: 2,
+              mb: index !== items.length - 1 ? 1 : 0,
+              borderRadius: 3,
+              "&:hover": { bgcolor: "action.hover" },
+              transition: "background-color 0.2s ease",
+            }}
+          >
+            <ListItemAvatar>
+              <Avatar
+                variant="rounded"
+                sx={{
+                  bgcolor: `${accentColor}22`,
+                  color: "inherit",
+                  width: 48,
+                  height: 48,
+                  borderRadius: 3,
+                  mr: 2,
+                }}
+              >
+                {item.icon}
+              </Avatar>
+            </ListItemAvatar>
+            
+            <ListItemText
+              primary={
+                <Typography variant="subtitle1" fontWeight={600} color="text.primary">
+                  {item.title}
+                </Typography>
+              }
+              secondary={
+                <Typography variant="body2" color="text.secondary">
+                  {item.subtitle}
+                </Typography>
+              }
             />
+
+            <Box sx={{ textAlign: "right" }}>
+              <Typography variant="subtitle1" fontWeight={700} color="text.primary">
+                {item.amount}
+              </Typography>
+              <Typography variant="caption" color="text.secondary" sx={{ display: 'block', mt: 0.5 }}>
+                {item.timeAgo}
+              </Typography>
+            </Box>
+          </ListItem>
+        ))}
+      </List>
+    </Box>
   );
 }

src/components/LatestItems/LatestItems.view.tsx

@@ -1,88 +1,6 @@
-import * as React from "react";
-import {
-  List,
-  ListItem,
-  ListItemAvatar,
-  ListItemText,
-  Avatar,
-  Typography,
-  Box,
-  IconButton,
-} from "@mui/material";
-import ExpandMoreIcon from "@mui/icons-material/ExpandMore";
-import { LatestItemsViewProps } from "./LatestItems.models";
+import LatestItemsListView from "./LatestItems.view";
+import { LatestItemsListProps } from "./LatestItems.models";
 
-export default function LatestItemsView({
-  items,
-  accentColor,
-  canExpand,
-  onExpand,
-}: LatestItemsViewProps) {
-  return (
-    <Box sx={{ width: "100%", bgcolor: "background.paper", borderRadius: 4, p: 2 }}>
-      <Box sx={{ mb: 2, px: 2 }}>
-        <Typography variant="h6" fontWeight="bold">
-          Recent Transactions
-        </Typography>
-      </Box>
-
-      <List disablePadding>
-        {items.map((item, index) => (
-          <ListItem
-            key={item.id}
-            sx={{
-              px: { xs: 1, sm: 2 },
-              py: 2,
-              mb: index !== items.length - 1 ? 1 : 0,
-              borderRadius: 3,
-              "&:hover": { bgcolor: "action.hover" },
-            }}
-          >
-            <ListItemAvatar>
-              <Avatar
-                variant="rounded"
-                sx={{
-                  bgcolor: `${accentColor}22`,
-                  width: 48,
-                  height: 48,
-                  borderRadius: 3,
-                  mr: 2,
-                }}
-              />
-            </ListItemAvatar>
-
-            <ListItemText
-              primary={
-                <Typography variant="subtitle1" fontWeight={600}>
-                  {item.title}
-                </Typography>
-              }
-              secondary={
-                <Typography variant="body2" color="text.secondary">
-                  {item.subtitle}
-                </Typography>
-              }
-            />
-
-            <Box sx={{ textAlign: "right" }}>
-              <Typography variant="subtitle1" fontWeight={700}>
-                {item.amount}
-              </Typography>
-              <Typography variant="caption" color="text.secondary">
-                {item.timeAgo}
-              </Typography>
-            </Box>
-          </ListItem>
-        ))}
-
-        {canExpand && (
-          <Box sx={{ display: "flex", justifyContent: "center", mt: 2 }}>
-            <IconButton size="small" onClick={onExpand}>
-              <ExpandMoreIcon />
-            </IconButton>
-          </Box>
-        )}
-      </List>
-    </Box>
-  );
+export default function LatestItemsList(props: LatestItemsListProps) {
+  return <LatestItemsListView {...props} />;
 }

src/components/ProgressCard/ProgressCard.models.ts

@@ -5,6 +5,4 @@ export interface ProgressCardProps {
   totalAmount: number;
   colorTheme?: "primary" | "secondary" | "error" | "info" | "success" | "warning";
   compact?: boolean;
-  selected?: boolean;
-  onClick?: () => void;
 }

src/components/ProgressCard/ProgressCard.tsx

@@ -1,7 +1,7 @@
 import * as React from "react";
 import ProgressCardView from "./ProgressCard.view";
 import { ProgressCardProps } from "./ProgressCard.models";
-import { getPercentage, formatCurrency } from "../report.helpers";
+import { getPercentage, formatCurrency } from "./ProgressCard.utils";
 
 export default function ProgressCard(props: ProgressCardProps) {
   const { progressAmount, totalAmount, compact = false } = props;
@@ -18,8 +18,6 @@ export default function ProgressCard(props: ProgressCardProps) {
       formattedProgress={formattedProgress}
       formattedTotal={formattedTotal}
       compact={compact}
-      selected={props.selected}
-      onClick={props.onClick}
     />
   );
 }

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

@@ -14,8 +14,6 @@ interface ViewProps extends ProgressCardProps {
   percentage: number;
   formattedProgress: string;
   formattedTotal: string;
-  selected?: boolean;
-  onClick?: () => void;
 }
 
 export default function ProgressCardView({
@@ -25,8 +23,6 @@ export default function ProgressCardView({
   formattedProgress,
   formattedTotal,
   compact = false,
-  selected,
-  onClick,
 }: ViewProps) {
   const theme = useTheme();
   const isDark = theme.palette.mode === "dark";
@@ -34,14 +30,10 @@ export default function ProgressCardView({
   return (
     <Paper
       elevation={compact ? 2 : 4}
-      onClick={onClick}
       sx={{
         width: "100%",
         p: compact ? { xs: 2.5, md: 3 } : { xs: 3, md: 4 },
         borderRadius: compact ? 3 : 4,
-        cursor: onClick ? "pointer" : "default",
-        transform: selected ? "scale(1.02)" : "scale(1)",
-        transition: "transform 0.2s ease, box-shadow 0.2s ease",
         background: (theme) => {
           const baseColor = theme.palette[colorTheme]?.main || theme.palette.primary.main;
           const lightColor = theme.palette[colorTheme]?.light || theme.palette.primary.light;
@@ -56,19 +48,13 @@ export default function ProgressCardView({
         justifyContent: "center",
         position: "relative",
         overflow: "hidden",
-        border: selected 
-          ? `2px solid #fff`
-          : isDark ? "1px solid rgba(255,255,255,0.1)" : "none",
-        boxShadow: (theme) => {
-          const baseShadow = `0 ${compact ? 6 : 12}px ${compact ? 12 : 24}px -10px ${
+        border: isDark ? "1px solid rgba(255,255,255,0.1)" : "none",
+        boxShadow: (theme) =>
+          `0 ${compact ? 6 : 12}px ${compact ? 12 : 24}px -10px ${
             isDark
               ? "rgba(0,0,0,0.5)"
               : theme.palette[colorTheme]?.main || theme.palette.primary.main
-          }`;
-          return selected 
-            ? `${baseShadow}, 0 0 0 2px ${theme.palette.background.paper}, 0 0 0 4px ${theme.palette[colorTheme]?.main || theme.palette.primary.main}` 
-            : baseShadow;
-        },
+          }`,
       }}
     >
       <Typography 

src/components/ProgressCard/TopTags.adapter.ts

@@ -1,74 +0,0 @@
-import { ReportData } from "../../features/report";
-import {
-  getAmount,
-  DecoratedPeriod,
-} from "../report.helpers";
-
-// ─── Helpers ─────────────────────────────────────────────────
-
-function findPeriod(
-  periods: DecoratedPeriod[],
-  selectedPeriodId?: string | null
-) {
-  if (!periods.length) return null;
-
-  if (selectedPeriodId) {
-    const match = periods.find((p) => p.id === selectedPeriodId);
-    if (match) return match;
-  }
-
-  // fallback → latest
-  return periods.reduce((latest, p) =>
-    new Date(p.start).getTime() > new Date(latest.start).getTime()
-      ? p
-      : latest
-  );
-}
-
-// ─── Main adapter ────────────────────────────────────────────
-
-export interface TagItem {
-  tag: string;
-  amount: number;
-}
-
-export function extractTopTags(
-  reportData: ReportData,
-  mode: "expense" | "income",
-  selectedPeriodId?: string | null
-): { items: TagItem[]; total: number } {
-  const tagMap = new Map<string, number>();
-
-  for (const bucket of reportData.buckets) {
-    const tags = bucket.group_key.tags;
-    if (!tags || tags.length === 0) continue;
-
-    // Prefer FULL if available
-    const fullPeriods = (bucket.periods.full || []) as DecoratedPeriod[];
-
-    const periodsToUse = selectedPeriodId
-      ? (Object.values(bucket.periods).flat() as DecoratedPeriod[])
-      : fullPeriods;
-
-    const period = findPeriod(periodsToUse, selectedPeriodId);
-    if (!period) continue;
-
-    const amount = getAmount(period, mode);
-
-    for (const tag of tags) {
-      tagMap.set(tag, (tagMap.get(tag) || 0) + amount);
-    }
-  }
-
-  const arr = Array.from(tagMap.entries()).map(([tag, amount]) => ({
-    tag,
-    amount,
-  }));
-
-  arr.sort((a, b) => b.amount - a.amount);
-
-  const top = arr.slice(0, 4);
-  const total = top.reduce((sum, t) => sum + t.amount, 0);
-
-  return { items: top, total };
-}

src/components/ProgressCard/TopTags.tsx

@@ -1,61 +0,0 @@
-import * as React from "react";
-import { Box } from "@mui/material";
-import { ReportData, GroupKey } from "../../features/report";
-import ProgressCard from "./ProgressCard";
-import { extractTopTags } from "./TopTags.adapter";
-
-type Props = {
-  reportData: ReportData;
-  mode: "expense" | "income";
-  selectedPeriodId?: string | null;
-  selectedGroupKey?: GroupKey | null;
-  setSelectedGroupKey?: (key: GroupKey | null) => void;
-  compact?: boolean;
-};
-
-export default function TopTags({
-  reportData,
-  mode,
-  selectedPeriodId,
-  selectedGroupKey,
-  setSelectedGroupKey,
-  compact = true,
-}: Props) {
-  const { items, total } = React.useMemo(() => {
-    return extractTopTags(reportData, mode, selectedPeriodId);
-  }, [reportData, mode, selectedPeriodId]);
-
-  return (
-    <Box
-      sx={{
-        display: "grid",
-        gridTemplateColumns: {
-          xs: "1fr",
-          sm: "repeat(2, 1fr)",
-          md: "repeat(4, 1fr)",
-        },
-        gap: 2,
-      }}
-    >
-      {items.map((item) => {
-        const isSelected = selectedGroupKey?.tags?.includes(item.tag);
-        return (
-          <ProgressCard
-            key={item.tag}
-            header={item.tag}
-            progressAmount={item.amount}
-            totalAmount={total}
-            compact={compact}
-            colorTheme={mode === "expense" ? "error" : "success"}
-            selected={isSelected}
-            onClick={() => {
-              if (setSelectedGroupKey) {
-                setSelectedGroupKey(isSelected ? null : { tags: [item.tag] });
-              }
-            }}
-          />
-        );
-      })}
-    </Box>
-  );
-}

src/components/report.helpers.ts

@@ -1,147 +0,0 @@
-import {
-  ReportPeriod,
-  ReportBucket,
-  GroupKey,
-} from "../features/report";
-
-// ─── Types ────────────────────────────────────────────────────
-
-export type PeriodKey = "weekly" | "monthly" | "yearly" | "fyly" | "full";
-
-export type DecoratedPeriod = ReportPeriod & {
-  id: string;
-  label: string;
-};
-
-// ─── Period helpers ───────────────────────────────────────────
-
-const PREFIX_TO_KEY: Record<string, PeriodKey> = {
-  W: "weekly",
-  M: "monthly",
-  Y: "yearly",
-  FY: "fyly",
-  FULL: "full",
-};
-
-/**
- * Derive the period key from a decorated-period id.
- * E.g. `"W:2026-04-28_2026-05-04"` → `"weekly"`
- */
-export function periodIdToKey(periodId: string): PeriodKey {
-  const prefix = periodId.split(":")[0];
-  return PREFIX_TO_KEY[prefix] ?? "full";
-}
-
-// ─── Metric helpers ───────────────────────────────────────────
-
-export function getAmount(
-  period: ReportPeriod,
-  mode: "expense" | "income"
-): number {
-  return mode === "expense" ? period.expenses.sum : period.incomes.sum;
-}
-
-function mergeMetric(a: ReportPeriod["expenses"], b: ReportPeriod["expenses"]) {
-  const sum = a.sum + b.sum;
-  const count = a.count + b.count;
-
-  return {
-    ...a,
-    sum,
-    count,
-    average: count > 0 ? sum / count : 0,
-    transactions:
-      a.transactions || b.transactions
-        ? [...(a.transactions || []), ...(b.transactions || [])]
-        : undefined,
-  };
-}
-
-/**
- * Merge periods with the same id across all buckets, summing
- * their metrics and concatenating transactions.
- *
- * Returns sorted by start date ascending.
- */
-export function mergeBucketPeriods(
-  buckets: ReportBucket[],
-  key: PeriodKey
-): DecoratedPeriod[] {
-  const map = new Map<string, DecoratedPeriod>();
-
-  for (const bucket of buckets) {
-    const periods = (bucket.periods[key] || []) as DecoratedPeriod[];
-
-    for (const p of periods) {
-      const existing = map.get(p.id);
-
-      if (!existing) {
-        map.set(p.id, {
-          ...p,
-          expenses: { ...p.expenses },
-          incomes: { ...p.incomes },
-        });
-      } else {
-        map.set(p.id, {
-          ...existing,
-          expenses: mergeMetric(existing.expenses, p.expenses),
-          incomes: mergeMetric(existing.incomes, p.incomes),
-        });
-      }
-    }
-  }
-
-  return Array.from(map.values()).sort(
-    (a, b) => new Date(a.start).getTime() - new Date(b.start).getTime()
-  );
-}
-
-// ─── Formatting ───────────────────────────────────────────────
-
-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)}`;
-};
-
-export const getPercentage = (progressAmount: number, totalAmount: number) => {
-  if (!totalAmount) return 0;
-  return Math.min(100, Math.max(0, (progressAmount / totalAmount) * 100));
-};
-
-// ─── Group filtering ──────────────────────────────────────────
-
-/**
- * Check if a bucket's group_key matches the selected GroupKey.
- * Every dimension present in `selected` must exist in the bucket
- * and contain all the selected values.
- */
-export function matchesGroupKey(
-  bucket: ReportBucket,
-  selected: GroupKey
-): boolean {
-  for (const [dim, values] of Object.entries(selected)) {
-    const bucketValues = bucket.group_key[dim as keyof GroupKey];
-    if (!bucketValues) return false;
-    if (!(values as string[]).every((v) => bucketValues.includes(v)))
-      return false;
-  }
-  return true;
-}
-
-/**
- * Return only buckets matching the selected group key,
- * or all buckets if no selection.
- */
-export function filterBuckets(
-  buckets: ReportBucket[],
-  selectedGroupKey: GroupKey | null
-): ReportBucket[] {
-  if (!selectedGroupKey) return buckets;
-  return buckets.filter((b) => matchesGroupKey(b, selectedGroupKey));
-}

src/dashboard-config.ts

@@ -1,7 +1,7 @@
 import HistoryChart from "./components/HistoryChart";
+import ProgressCard from "./components/ProgressCard";
 import LatestItems from "./components/LatestItems";
 import { DashboardConfig } from "./components/Dashboard";
-import TopTags from "./components/ProgressCard/TopTags";
 
 export const configuration: DashboardConfig = {
   sections: [
@@ -10,6 +10,7 @@ export const configuration: DashboardConfig = {
       title: "Breakdown",
       summary: "Interactive chronological tracking",
       component: HistoryChart,
+      dataKey: "chartData",
       settings: {
         tabs: ["Weekly", "Monthly"],
         // tabs: ["Weekly", "Monthly", "Yearly", "Financial Year", "All Time"],
@@ -19,9 +20,11 @@ export const configuration: DashboardConfig = {
       },
     },
     {
-      id: "top-categories",
-      title: 'Top Categories',
-      component: TopTags,
+      id: "top-payees",
+      title: 'Top Payees',
+      component: ProgressCard,
+      dataKey: "topPayees",
+      isList: true,
       settings: {
         compact: true,
       },
@@ -29,13 +32,15 @@ export const configuration: DashboardConfig = {
         size: 12,
       },
     },
-    {
-      id: "items",
-      component: LatestItems,
-      style: {
-        size: 12,
-      },
-    },
+    // {
+    //   id: "latest",
+    //   title: 'Recent Transactions',
+    //   component: LatestItems,
+    //   dataKey: "latest",
+    //   style: {
+    //     size: 12,
+    //   },
+    // },
   ],
   style: {
     palette: {

src/features/report/index.ts

@@ -4,9 +4,6 @@ export {
 export type {
   Transaction,
   ReportData,
-  ReportBucket,
-  ReportPeriod,
-  GroupKey,
 } from './report.models'
 export {
   prepareReport

src/features/report/report.models.ts

@@ -67,7 +67,6 @@ export interface ReportBucket {
     monthly?: ReportPeriod[];
     yearly?: ReportPeriod[];
     fyly?: ReportPeriod[];
-    full?: ReportPeriod[];
   };
 }
 
@@ -76,7 +75,7 @@ export interface ReportBucket {
 // -----------------------------
 
 export interface ReportData {
-  periods: ("weekly" | "monthly" | "yearly" | "fyly" | "full")[];
+  periods: ("weekly" | "monthly" | "yearly" | "fyly")[];
 
   rolling: boolean;
   report_date?: string;

src/features/report/report.utils.ts

@@ -73,14 +73,20 @@ function buildLabel(
   end: Date
 ): string {
   switch (type) {
-    case "weekly": {
+    case "weekly":
+      if (sameMonth(start, end)) {
         const sDay = start.getUTCDate();
+        const eDay = end.getUTCDate();
         const m = monthFmt.format(start);
-      return `${sDay} ${m}`;
+        return `${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);
@@ -104,8 +110,8 @@ function decoratePeriods(
 ): (ReportPeriod & { id: string; label: string })[] {
   return periods.map((p) => ({
     ...p,
-    id: buildPeriodId(type, new Date(p.start + "Z"), new Date(p.end + "Z")),
-    label: buildLabel(type, new Date(p.start + "Z"), new Date(p.end + "Z")),
+    id: buildPeriodId(type, new Date(p.start), new Date(p.end)),
+    label: buildLabel(type, new Date(p.start), new Date(p.end)),
   }));
 }