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20 changed files with 458 additions and 824 deletions

View File

@@ -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);
}

View File

@@ -8,22 +8,11 @@ import {
import ConfigurableDashboard from "./components/Dashboard";
import { configuration } from "./dashboard-config";
import {
useReport,
prepareReport,
} from "./features/report";
import { useDashboardData } from "./features/dashboard";
export default function Dashboard() {
const report = useReport({
periods: ["weekly", "monthly", "full"],
rolling: true,
include_transactions: true,
group_by: ["tags"],
})
const isLoading = report.isLoading;
const error = report.error;
const [mode, setMode] = React.useState<"expense" | "income">("expense");
const { data, latest, isLoading, error } = useDashboardData(mode);
if (isLoading) {
return (
@@ -41,15 +30,16 @@ export default function Dashboard() {
);
}
if (!report) {
if (!data) {
return null;
}
const data = prepareReport(report.data?.data);
return (
<ConfigurableDashboard
config={configuration}
data={data}
latest={latest}
onModeChange={(newMode) => setMode(newMode)}
/>
);
}

View File

@@ -1,16 +1,11 @@
import * as React from "react";
import {
ReportData
} from "../../features/report";
export type DashboardMode = "expense" | "income";
export type DashboardPeriodType = "rolling" | "calendar";
export type DashboardSelectedPeriodId = string | null;
export type DashboardPeriod = "rolling" | "calendar";
export interface DashboardState {
mode: DashboardMode;
periodType: DashboardPeriodType;
selectedPeriodId: DashboardSelectedPeriodId;
period: DashboardPeriod;
comparison: boolean;
}
@@ -19,6 +14,7 @@ export interface DashboardSection {
title?: string;
summary?: string;
component: React.ComponentType<any>;
dataKey?: string;
settings?: Record<string, any>;
isList?: boolean;
style?: {
@@ -27,25 +23,21 @@ export interface DashboardSection {
};
}
export interface ColorDefinition {
primary: string;
background?: string;
text?: string;
}
export interface ThemeAwarePalette {
light: ColorDefinition;
dark: ColorDefinition;
}
export interface DashboardConfig {
sections: DashboardSection[];
style?: {
palette?: Record<DashboardMode, ThemeAwarePalette>;
palette: Record<DashboardMode, {
primary: string;
light: string;
dark: string;
text: string;
}>;
};
}
export interface DashboardProps {
config: DashboardConfig;
data: ReportData;
data: any; // Aggregated data from features
latest: any[]; // Latest items from features
onModeChange?: (mode: DashboardMode) => void;
}

View File

@@ -5,45 +5,15 @@ import { DashboardProps, DashboardState } from "./Dashboard.models";
export default function Dashboard(props: DashboardProps) {
const [state, setState] = React.useState<DashboardState>({
mode: "expense",
periodType: "rolling",
selectedPeriodId: null,
period: "rolling",
comparison: false,
});
const toggleMode = () => {
setState(prev => ({
...prev,
mode: prev.mode === "expense" ? "income" : "expense",
}));
};
const togglePeriodType = () => {
setState(prev => ({
...prev,
periodType: prev.periodType === "rolling" ? "calendar" : "rolling",
}));
};
const toggleComparison = () => {
setState(prev => ({
...prev,
comparison: !prev.comparison,
}));
};
const setSelectedPeriodId = (selectedPeriodId: typeof state.selectedPeriodId) => {
setState(prev => ({ ...prev, selectedPeriodId }));
};
return (
<DashboardView
{...props}
state={state}
setState={setState}
toggleMode={toggleMode}
togglePeriodType={togglePeriodType}
toggleComparison={toggleComparison}
setSelectedPeriodId={setSelectedPeriodId}
/>
);
}

View File

@@ -7,53 +7,30 @@ import {
ToggleButton,
ToggleButtonGroup
} from "@mui/material";
import { useTheme, alpha } from "@mui/material/styles";
import { DashboardProps, DashboardState } from "./Dashboard.models";
interface ViewProps extends DashboardProps {
state: DashboardState;
setState: React.Dispatch<React.SetStateAction<DashboardState>>;
toggleMode: () => void;
togglePeriodType: () => void;
setSelectedPeriodId: (id: string | null) => void;
toggleComparison: () => void;
}
export default function DashboardView({
config,
data,
latest,
state,
setState,
toggleMode,
togglePeriodType,
toggleComparison,
setSelectedPeriodId,
onModeChange
}: ViewProps) {
const theme = useTheme();
const themeMode = theme.palette.mode;
const { mode, periodType, comparison, selectedPeriodId } = state;
const { mode, period, comparison } = state;
const colors = config.style?.palette[mode] || { primary: '#000', light: '#fff' };
// Resolve colors with fallbacks
const colors = React.useMemo(() => {
const palette = config.style?.palette?.[mode];
const modeColors = palette ? palette[themeMode] : null;
if (modeColors) {
return {
primary: modeColors.primary,
light: modeColors.background || alpha(modeColors.primary, 0.1),
text: modeColors.text || (themeMode === 'light' ? theme.palette.text.primary : '#fff')
};
const handleModeChange = (_: any, newMode: any) => {
if (newMode && onModeChange) {
onModeChange(newMode);
setState(prev => ({ ...prev, mode: newMode }));
}
// Fallback to standard theme colors
const themeColor = mode === 'expense' ? theme.palette.error : theme.palette.success;
return {
primary: themeColor.main,
light: alpha(themeColor.main, themeMode === 'light' ? 0.08 : 0.15),
text: themeColor.main
};
}, [config.style?.palette, mode, themeMode, theme.palette]);
};
return (
<Container
@@ -62,15 +39,14 @@ export default function DashboardView({
mb: 4,
background: `linear-gradient(180deg, ${colors.light} 0%, transparent 100%)`,
borderRadius: 4,
p: 2,
transition: 'background 0.3s ease'
p: 2
}}
>
<Box sx={{ display: "flex", justifyContent: "center", mb: 3 }}>
<ToggleButtonGroup
value={mode}
exclusive
onChange={toggleMode}
onChange={handleModeChange}
sx={{
borderRadius: 3,
overflow: "hidden",
@@ -105,26 +81,45 @@ export default function DashboardView({
</Box>
)}
<Component
{...section.settings}
header={section.title}
summary={section.summary}
reportData={data}
title={section.title}
accentColor={colors.primary}
colorScheme={colors}
// State management
mode={mode}
periodType={periodType}
comparison={comparison}
selectedPeriodId={selectedPeriodId}
togglePeriodType={togglePeriodType}
toggleComparison={toggleComparison}
setSelectedPeriodId={setSelectedPeriodId}
/>
{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>
);
})}

View File

@@ -1,13 +1,5 @@
import {
DashboardMode,
DashboardPeriodType,
DashboardSelectedPeriodId
} from "../Dashboard";
import { ReportData } from "../../features/report";
export interface _ChartDataPoint {
id: string;
label: string;
amount: number;
highlighted?: boolean;
}
@@ -16,25 +8,30 @@ export interface ChartDataPoint extends _ChartDataPoint {
compare?: _ChartDataPoint;
}
export interface ChartData {
daily?: ChartDataPoint[];
weekly?: Record<string, ChartDataPoint[]>;
monthly?: Record<string, ChartDataPoint[]>;
}
export interface AggregatedDashboardData {
chartData: ChartData;
totalAmount: number;
topPayees: Array<{ payeeName: string; amount: number }>;
}
export interface HistoryChartProps {
header: string;
summary?: string;
tabs: string[];
reportData: ReportData;
data: ChartData;
period: "rolling" | "calendar";
onPeriodChange: (p: "rolling" | "calendar") => void;
comparison: boolean;
setComparison: (v: boolean) => void;
colorScheme: {
primary: string;
light: string;
text: string;
};
mode: DashboardMode;
periodType: DashboardPeriodType;
selectedPeriodId: DashboardSelectedPeriodId;
comparison: boolean;
togglePeriodType: () => void;
setSelectedPeriodId: (id: string | null) => void;
toggleComparison: () => void;
}

View File

@@ -1,200 +1,48 @@
import * as React from "react";
import { HistoryChartProps, ChartDataPoint } from "./HistoryChart.models";
import { ChartDataPoint, HistoryChartProps, ChartData } from "./HistoryChart.models";
import HistoryChartView from "./HistoryChart.view";
import { ReportPeriod } from "../../features/report";
type DecoratedPeriod = ReportPeriod & {
id: string;
label: string;
};
const TAB_TO_KEY: Record<string, "weekly" | "monthly" | "yearly" | "fyly" | "full"> = {
Weekly: "weekly",
Monthly: "monthly",
Yearly: "yearly",
'Financial Year': "fyly",
'All Time': "full"
};
function getAmount(p: ReportPeriod, mode: "expense" | "income") {
return mode === "expense" ? p.expenses.sum : p.incomes.sum;
}
function mergeMetric(a: any, b: any) {
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
};
}
function mergeBuckets(
buckets: any[],
key: "weekly" | "monthly" | "yearly" | "fyly" | "full"
): 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()
);
}
function attachComparison(
points: ChartDataPoint[],
key: "weekly" | "monthly" | "yearly" | "fyly" | "full"
): 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
};
});
}
function buildChartData(
reportData: HistoryChartProps["reportData"],
key: "weekly" | "monthly" | "yearly" | "fyly" | "full",
mode: "expense" | "income",
comparison: boolean
): ChartDataPoint[] {
const merged = mergeBuckets(reportData.buckets, key);
console.log("Merged periods:", merged);
let points: ChartDataPoint[] = merged.map((p) => ({
id: p.id,
label: p.label,
amount: getAmount(p, mode)
}));
if (comparison) {
points = attachComparison(points, key);
}
return points;
}
export default function HistoryChart(props: HistoryChartProps) {
const {
tabs,
reportData,
mode,
periodType,
comparison,
selectedPeriodId,
setSelectedPeriodId
} = props;
const { tabs, data, period, comparison } = props;
const [activeTab, setActiveTab] = React.useState<string>(tabs[0] || "");
const [startIndex, setStartIndex] = React.useState(0);
const activeDataKey = TAB_TO_KEY[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[] = [];
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 ? [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 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, periodType]);
React.useEffect(() => {
if (
selectedPeriodId &&
!visibleData.some((p) => p.id === selectedPeriodId)
) {
setSelectedPeriodId(null);
}
}, [visibleData, selectedPeriodId]);
return (
<HistoryChartView
{...props}
@@ -204,7 +52,7 @@ export default function HistoryChart(props: HistoryChartProps) {
visibleData={visibleData}
maxAmount={maxAmount}
visibleCount={visibleCount}
startIndex={clampedStartIndex}
startIndex={startIndex}
setStartIndex={setStartIndex}
activeDataKey={activeDataKey}
/>

View File

@@ -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;
};

View File

@@ -6,7 +6,6 @@ import {
ToggleButton,
Paper
} from "@mui/material";
import { useTheme, alpha } from "@mui/material/styles";
import IconButton from "@mui/material/IconButton";
import ChevronLeftIcon from "@mui/icons-material/ChevronLeft";
import ChevronRightIcon from "@mui/icons-material/ChevronRight";
@@ -14,7 +13,7 @@ import {
ChartDataPoint,
HistoryChartProps,
} from "./HistoryChart.models";
import { formatDisplay } from "./HistoryChart.utils";
import { formatDisplay, formatLabel } from "./HistoryChart.utils";
interface ViewProps extends HistoryChartProps {
activeTab: string;
@@ -33,17 +32,11 @@ export default function HistoryChartView(props: ViewProps) {
header,
summary,
tabs,
colorScheme,
mode,
periodType,
selectedPeriodId,
period,
onPeriodChange,
comparison,
togglePeriodType,
setSelectedPeriodId,
toggleComparison,
setComparison,
colorScheme,
activeTab,
setActiveTab,
currentData,
@@ -55,46 +48,34 @@ export default function HistoryChartView(props: ViewProps) {
activeDataKey,
} = props;
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 (
<Paper
sx={{
p: { xs: 2.5, sm: 4 },
p: { xs: 2, sm: 4 },
borderRadius: 4,
width: "100%",
boxShadow: "none",
border: "1px solid",
borderColor: "divider",
bgcolor: isDark ? "background.paper" : colorScheme.light,
bgcolor: colorScheme.light,
}}
>
<Typography variant="h6" fontWeight={700} gutterBottom>
<Typography variant="h6" fontWeight={700} gutterBottom color={colorScheme.text}>
{header}
</Typography>
@@ -112,17 +93,35 @@ export default function HistoryChartView(props: ViewProps) {
))}
</ToggleButtonGroup>
<Box sx={{ display: "flex", justifyContent: "space-between", mb: 3 }}>
<ToggleButtonGroup value={periodType} exclusive onChange={togglePeriodType} size="small">
<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">Calendar</ToggleButton>
<ToggleButton value="calendar" disabled={activeDataKey === "daily"}>
Calendar
</ToggleButton>
</ToggleButtonGroup>
<ToggleButton
value="compare"
selected={comparison}
onChange={toggleComparison}
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>
@@ -131,7 +130,19 @@ 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 +153,77 @@ export default function HistoryChartView(props: ViewProps) {
const compareHeight = comparison
? ((point.compare?.amount ?? 0) / maxAmount) * 100
: 0;
const isSelected = selectedPeriodId === point.id;
const display = formatDisplay(point, activeDataKey, comparison);
const labelHeight = Math.max(currentHeight, compareHeight);
return (
<Box
key={point.id}
onClick={() =>
setSelectedPeriodId(isSelected ? null : point.id)
}
sx={{
flex: 1,
display: "flex",
flexDirection: "column",
alignItems: "center",
cursor: "pointer",
height: "100%"
}}
>
<Box sx={{ display: "flex", alignItems: "flex-end", gap: 1, height: "100%" }}>
<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: `${labelHeight}%`,
left: "50%",
transform: "translate(-50%, -6px)",
fontSize: "0.65rem",
whiteSpace: "nowrap",
pointerEvents: "none"
}}
>
{formatDisplay(point, activeTab.toLowerCase(), comparison)}
</Typography>
{comparison && (
<Box
sx={{
width: 8,
height: `${compareHeight}%`,
bgcolor: alpha(colorScheme.primary, 0.4),
borderRadius: "4px 4px 0 0"
}}
/>
<Box sx={{ width: 6, height: `${compareHeight}%`, bgcolor: `${colorScheme.primary}55`, borderRadius: 2 }} />
)}
<Box sx={{ width: 4 }} />
<Box
sx={{
width: 12,
width: 10,
height: `${currentHeight}%`,
bgcolor: isSelected ? "warning.main" : colorScheme.primary,
borderRadius: "4px 4px 0 0"
bgcolor: point.highlighted ? colorScheme.primary : `${colorScheme.primary}99`,
borderRadius: 2
}}
/>
</Box>
<Typography variant="caption">
{point.label}
</Typography>
{comparison && point.compare && (
<Typography variant="caption" color="text.secondary">
{point.compare.label}
<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">
{display}
</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%" }}>
<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>
)}

View File

@@ -7,7 +7,6 @@ import {
Divider,
linearProgressClasses
} from "@mui/material";
import { useTheme, alpha } from "@mui/material/styles";
import { ProgressCardProps } from "./ProgressCard.models";
interface ViewProps extends ProgressCardProps {
@@ -24,9 +23,6 @@ export default function ProgressCardView({
formattedTotal,
compact = false,
}: ViewProps) {
const theme = useTheme();
const isDark = theme.palette.mode === "dark";
return (
<Paper
elevation={compact ? 2 : 4}
@@ -34,13 +30,10 @@ export default function ProgressCardView({
width: "100%",
p: compact ? { xs: 2.5, md: 3 } : { xs: 3, md: 4 },
borderRadius: compact ? 3 : 4,
background: (theme) => {
const baseColor = theme.palette[colorTheme]?.main || theme.palette.primary.main;
const lightColor = theme.palette[colorTheme]?.light || theme.palette.primary.light;
return isDark
? `linear-gradient(135deg, ${alpha(baseColor, 0.9)} 0%, ${alpha(baseColor, 0.3)} 100%)`
: `linear-gradient(135deg, ${baseColor} 0%, ${lightColor} 100%)`;
},
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",
@@ -48,12 +41,11 @@ export default function ProgressCardView({
justifyContent: "center",
position: "relative",
overflow: "hidden",
border: isDark ? "1px solid rgba(255,255,255,0.1)" : "none",
boxShadow: (theme) =>
`0 ${compact ? 6 : 12}px ${compact ? 12 : 24}px -10px ${
isDark
? "rgba(0,0,0,0.5)"
: theme.palette[colorTheme]?.main || theme.palette.primary.main
theme.palette.mode === "dark"
? "#000"
: theme.palette[colorTheme].main
}`,
}}
>
@@ -61,14 +53,13 @@ export default function ProgressCardView({
variant={compact ? "body2" : "subtitle1"}
fontWeight={700}
sx={{
opacity: 0.95,
opacity: 0.9,
mb: compact ? 1.5 : 2,
width: '100%',
overflow: 'hidden',
textOverflow: 'ellipsis',
whiteSpace: 'nowrap',
letterSpacing: 0.5,
textShadow: isDark ? '0 1px 2px rgba(0,0,0,0.3)' : 'none'
letterSpacing: 0.5
}}
>
{header}
@@ -78,7 +69,7 @@ export default function ProgressCardView({
<Typography
variant={compact ? "h5" : "h3"}
fontWeight={900}
sx={{ mb: 0.5, lineHeight: 1.2, textShadow: isDark ? '0 2px 4px rgba(0,0,0,0.3)' : 'none' }}
sx={{ mb: 0.5, lineHeight: 1.2 }}
>
{formattedProgress}
</Typography>
@@ -86,7 +77,7 @@ export default function ProgressCardView({
<Divider
sx={{
my: 1,
borderColor: "rgba(255,255,255,0.25)",
borderColor: "rgba(255,255,255,0.4)",
width: "100%",
}}
/>
@@ -94,13 +85,12 @@ export default function ProgressCardView({
<Typography
variant={compact ? "caption" : "body2"}
sx={{
opacity: 0.85,
fontWeight: 500,
display: "block",
color: "rgba(255,255,255,0.9)"
opacity: 0.8,
fontWeight: 400,
display: "block"
}}
>
of {formattedTotal}
{formattedTotal}
</Typography>
</Box>
@@ -112,12 +102,11 @@ export default function ProgressCardView({
height: compact ? 6 : 10,
borderRadius: 5,
[`&.${linearProgressClasses.colorPrimary}`]: {
backgroundColor: "rgba(0, 0, 0, 0.25)",
backgroundColor: "rgba(0, 0, 0, 0.2)",
},
[`& .${linearProgressClasses.bar}`]: {
borderRadius: 5,
backgroundColor: "#fff",
boxShadow: '0 0 8px rgba(255,255,255,0.4)'
},
}}
/>

View File

@@ -1,109 +0,0 @@
import * as React from "react";
import { Box } from "@mui/material";
import { ReportData, ReportPeriod } from "../../features/report";
import ProgressCard from "./ProgressCard";
type Props = {
reportData: ReportData;
mode: "expense" | "income";
selectedPeriodId?: string | null;
compact?: boolean;
};
type DecoratedPeriod = ReportPeriod & {
id: string;
label: string;
};
function getAmount(p: ReportPeriod, mode: "expense" | "income") {
return mode === "expense" ? p.expenses.sum : p.incomes.sum;
}
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
);
}
export default function TopTags({
reportData,
mode,
selectedPeriodId,
compact = true
}: Props) {
const { items, total } = React.useMemo(() => {
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 };
}, [reportData, mode, selectedPeriodId]);
return (
<Box
sx={{
display: "grid",
gridTemplateColumns: {
xs: "1fr",
sm: "repeat(2, 1fr)",
md: "repeat(4, 1fr)"
},
gap: 2
}}
>
{items.map((item) => (
<ProgressCard
key={item.tag}
header={item.tag}
progressAmount={item.amount}
totalAmount={total}
compact={compact}
colorTheme={mode === "expense" ? "error" : "success"}
/>
))}
</Box>
);
}

View File

@@ -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: [
@@ -10,9 +10,9 @@ 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"],
tabs: ["Daily", "Weekly", "Monthly"],
},
style: {
size: 12,
@@ -21,7 +21,9 @@ export const configuration: DashboardConfig = {
{
id: "top-payees",
title: 'Top Payees',
component: TopTags,
component: ProgressCard,
dataKey: "topPayees",
isList: true,
settings: {
compact: true,
},
@@ -29,41 +31,29 @@ export const configuration: DashboardConfig = {
size: 12,
},
},
// {
// id: "latest",
// title: 'Recent Transactions',
// component: LatestItems,
// dataKey: "latest",
// style: {
// size: 12,
// },
// },
{
id: "latest",
title: 'Recent Transactions',
component: LatestItems,
dataKey: "latest",
style: {
size: 12,
},
},
],
style: {
palette: {
expense: {
light: {
primary: "#d32f2f",
background: "#fdecea",
text: "#b71c1c"
},
dark: {
primary: "#f44336",
background: "rgba(244, 67, 54, 0.15)",
text: "#ffcdd2"
}
primary: "#d32f2f",
light: "#fdecea",
dark: "#9a0007",
text: "#b71c1c"
},
income: {
light: {
primary: "#2e7d32",
background: "#e8f5e9",
text: "#1b5e20"
},
dark: {
primary: "#4caf50",
background: "rgba(76, 175, 80, 0.15)",
text: "#c8e6c9"
}
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

@@ -1,11 +1,3 @@
export {
useReport
} from './useReport'
export type {
Transaction,
ReportData,
ReportPeriod,
} from './report.models'
export {
prepareReport
} from './report.utils'

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

@@ -1,90 +0,0 @@
export interface Payor {
name: string;
}
export interface Payee {
name: string;
}
export interface Account {
name: string;
number: string;
}
export interface Tag {
name: string;
icon: string;
description: string;
}
export interface Transaction {
payor: Payor;
payee: Payee;
amount: number;
account: Account;
tags: Tag[];
occurred_at: Date;
}
// -----------------------------
// Metrics
// -----------------------------
export interface ReportMetric {
sum: number;
count: number;
average: number;
transactions?: Transaction[];
}
// -----------------------------
// Period
// -----------------------------
export interface ReportPeriod {
start: Date;
end: Date;
expenses: ReportMetric;
incomes: ReportMetric;
}
// -----------------------------
// Group (bucket)
// -----------------------------
export type GroupKey = {
payee?: string[];
tags?: string[];
flow?: string[];
};
export interface ReportBucket {
group_key: GroupKey;
periods: {
weekly?: ReportPeriod[];
monthly?: ReportPeriod[];
yearly?: ReportPeriod[];
fyly?: ReportPeriod[];
full?: ReportPeriod[];
};
}
// -----------------------------
// Final Report
// -----------------------------
export interface ReportData {
periods: ("weekly" | "monthly" | "yearly" | "fyly" | "full")[];
rolling: boolean;
report_date?: string;
group_by: ("payee" | "tags")[];
ignore_self: boolean;
include_transactions: boolean;
buckets: ReportBucket[];
}

View File

@@ -1,134 +0,0 @@
import {
ReportData,
ReportPeriod
} from "./report.models";
/* ---------- ID BUILDING ---------- */
function formatDate(d: Date): string {
const y = d.getUTCFullYear();
const m = String(d.getUTCMonth() + 1).padStart(2, "0");
const day = String(d.getUTCDate()).padStart(2, "0");
return `${y}-${m}-${day}`;
}
function buildPeriodId(
type: "weekly" | "monthly" | "yearly" | "fyly" | "full",
start: Date,
end: Date
): string {
const s = formatDate(start);
const e = formatDate(end);
switch (type) {
case "weekly":
return `W:${s}_${e}`;
case "monthly":
return `M:${s}_${e}`;
case "yearly":
return `Y:${s}_${e}`;
case "fyly":
return `FY:${s}_${e}`;
case "full":
return `FULL:${s}_${e}`;
default:
return `${s}_${e}`;
}
}
/* ---------- LABEL BUILDING ---------- */
const dayFmt = new Intl.DateTimeFormat("en-GB", {
day: "numeric",
month: "short",
timeZone: "UTC",
});
const monthDayFmt = new Intl.DateTimeFormat("en-GB", {
month: "short",
day: "numeric",
timeZone: "UTC",
});
const monthFmt = new Intl.DateTimeFormat("en-GB", {
month: "short",
timeZone: "UTC",
});
const yearFmt = new Intl.DateTimeFormat("en-GB", {
year: "numeric",
timeZone: "UTC",
});
function sameMonth(a: Date, b: Date) {
return (
a.getUTCFullYear() === b.getUTCFullYear() &&
a.getUTCMonth() === b.getUTCMonth()
);
}
function buildLabel(
type: "weekly" | "monthly" | "yearly" | "fyly" | "full",
start: Date,
end: Date
): string {
switch (type) {
case "weekly":
if (sameMonth(start, end)) {
const sDay = start.getUTCDate();
const eDay = end.getUTCDate();
const m = monthFmt.format(start);
return `${sDay} ${m} - ${eDay} ${m}`;
}
return `${dayFmt.format(start)} - ${dayFmt.format(end)}`;
case "monthly":
return `${monthFmt.format(start)} ${yearFmt.format(start)}`;
case "yearly":
return yearFmt.format(start);
case "fyly": {
const startY = start.getUTCFullYear();
const endY = end.getUTCFullYear();
return `FY ${startY}${String(endY).slice(-2)}`;
}
default:
return `${monthDayFmt.format(start)} - ${monthDayFmt.format(end)}`;
}
}
/* ---------- MAIN ---------- */
function decoratePeriods(
type: "weekly" | "monthly" | "yearly" | "fyly" | "full",
periods: ReportPeriod[]
): (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")),
}));
}
export function prepareReport(reportData: ReportData): ReportData {
return {
...reportData,
buckets: reportData.buckets.map((bucket) => {
const newPeriods: typeof bucket.periods = {};
for (const type of reportData.periods) {
const arr = bucket.periods[type];
if (arr) {
newPeriods[type] = decoratePeriods(type, arr);
}
}
return {
...bucket,
periods: newPeriods,
};
}),
};
}

View File

@@ -1,20 +1,14 @@
import { useResourceByName } from "../../../react-openapi";
export interface ReportParams {
periods?: ("weekly" | "monthly" | "yearly" | "fyly" | "full")[];
period: "weekly" | "monthly" | "yearly" | "fyly";
rolling?: boolean;
report_date?: string;
group_by?: ("payee" | "tags")[];
group_by?: ("flow" | "payee" | "tags")[];
ignore_self?: boolean;
include_transactions?: boolean;
}
export function useReport(params: ReportParams) {
const { useList } = useResourceByName("reports");
return useList({
...params,
periods: params.periods,
group_by: params.group_by,
});
return useList(params);
}