home changes for new routes

react-openapi/hooks/useResource.ts

@@ -30,13 +30,13 @@ export function useResource<T = any>(config: ResourceConfig | undefined) {
     });
 
   // --- READ ONE ---
-  const useRead = (id: string | null) =>
+  const useRead = (id: string, params?: any | null) =>
     useQuery({
-      queryKey: [name, "detail", id],
+      queryKey: [name, "detail", id, params],
       queryFn: async () => {
         if (!id || !endpoint) return null;
         // @ts-ignore
-        const res = await api.get<T>(`${endpoint}/${id}`);
+        const res = await api.get<T>(`${endpoint}/${id}`, params ? { params } : undefined);
         return res.data;
       },
       enabled: !!id && !!endpoint,

src/Dashboard.tsx

@@ -23,6 +23,18 @@ import {
   useReport,
   prepareReport,
 } from "./features/report";
+import { useResourceByName } from "../react-openapi";
+
+function formatSnapshotDate(iso: string) {
+  const d = new Date(iso);
+  return d.toLocaleString(undefined, {
+    year: "numeric",
+    month: "short",
+    day: "numeric",
+    hour: "2-digit",
+    minute: "2-digit",
+  });
+}
 
 export default function Dashboard() {
   const [state, setState] = React.useState<DashboardState>({
@@ -42,7 +54,28 @@ export default function Dashboard() {
   const [loadedPayees, setLoadedPayees] = React.useState<string[]>([]);
   const [loadedTags, setLoadedTags] = React.useState<string[]>([]);
 
+  const [selectedSnapshotId, setSelectedSnapshotId] = React.useState<string | null>(null);
+
+  const { data: snapshotsData } = useResourceByName("reports").useList();
+  const snapshotOptions = React.useMemo(() => {
+    const options: { label: string; value: string | null }[] = [
+      { label: "Latest (auto)", value: null },
+    ];
+    if (snapshotsData?.data) {
+      for (const snap of snapshotsData.data) {
+        options.push({
+          label: `Snapshot from ${formatSnapshotDate(snap.created_at)}`,
+          value: snap.snapshot_id,
+        });
+      }
+    }
+    return options;
+  }, [snapshotsData]);
+
+  const selectedSnapshotOption = snapshotOptions.find((o) => o.value === selectedSnapshotId) ?? snapshotOptions[0];
+
   const report = useReport({
+    snapshot_id: selectedSnapshotId ?? undefined,
     periods: ["daily", "weekly", "monthly", "all"],
     flow: state.flow,
     payee: appliedPayees.length > 0 ? appliedPayees : undefined,
@@ -50,10 +83,10 @@ export default function Dashboard() {
   });
 
   React.useEffect(() => {
-    if (report.data?.data) {
+    if (report.data) {
       setLoadedPayees(prev => {
         const pSet = new Set<string>(prev);
-        report.data.data.buckets.forEach((b: any) => {
+        report.data.buckets.forEach((b: any) => {
           Object.values(b.periods).forEach((periodArray: any) => {
             periodArray?.forEach((p: any) => {
               p.metric?.transactions?.forEach((t: any) => {
@@ -67,7 +100,7 @@ export default function Dashboard() {
 
       setLoadedTags(prev => {
         const tSet = new Set<string>(prev);
-        report.data.data.buckets.forEach((b: any) => {
+        report.data.buckets.forEach((b: any) => {
           Object.values(b.periods).forEach((periodArray: any) => {
             periodArray?.forEach((p: any) => {
               p.metric?.transactions?.forEach((t: any) => {
@@ -79,7 +112,7 @@ export default function Dashboard() {
         return Array.from(tSet).sort();
       });
     }
-  }, [report.data?.data]);
+  }, [report.data]);
 
   const toggleFlow =
     React.useCallback(() => {
@@ -219,7 +252,7 @@ export default function Dashboard() {
     return null;
   }
 
-  const data = prepareReport(report.data.data);
+  const data = prepareReport(report.data);
   return (
     <Box>
       <Container>
@@ -265,6 +298,22 @@ export default function Dashboard() {
               sx={{ '& .MuiOutlinedInput-root': { height: 'auto', minHeight: '2.5rem', py: 0.5 } }}
             />
           </Box>
+          <Box sx={{ display: 'flex', flexDirection: 'column', minWidth: { sm: 220 } }}>
+            <Box sx={{ typography: 'caption', mb: 1, color: 'text.secondary' }}>
+              Snapshot
+            </Box>
+            <Autocomplete
+              options={snapshotOptions}
+              value={selectedSnapshotOption}
+              onChange={(_, option) => setSelectedSnapshotId(option?.value ?? null)}
+              getOptionLabel={(o) => o.label}
+              isOptionEqualToValue={(o, v) => o.value === v.value}
+              renderInput={(params) => <TextField {...params} placeholder="Select snapshot..." />}
+              sx={{ '& .MuiOutlinedInput-root': { height: 40, py: 0 } }}
+              size="small"
+            />
+          </Box>
+
           <Button
             variant="contained"
             size="large"

src/FetchRequests.tsx

@@ -0,0 +1,323 @@
+import * as React from "react";
+import {
+  Box,
+  Container,
+  Paper,
+  Typography,
+  TextField,
+  Button,
+  ToggleButtonGroup,
+  ToggleButton,
+  Table,
+  TableBody,
+  TableCell,
+  TableContainer,
+  TableHead,
+  TableRow,
+  Chip,
+  IconButton,
+  CircularProgress,
+  Alert,
+  Snackbar,
+  Dialog,
+  DialogTitle,
+  DialogContent,
+  DialogContentText,
+  DialogActions,
+} from "@mui/material";
+import DeleteIcon from "@mui/icons-material/Delete";
+import CloudUploadIcon from "@mui/icons-material/CloudUpload";
+import RefreshIcon from "@mui/icons-material/Refresh";
+import {
+  useFetchRequestsList,
+  useCreateFetchRequest,
+  useDeleteFetchRequest,
+  useUploadFile,
+} from "./features/fetch-requests";
+import type {
+  FetchRequest,
+  FetchRequestStatus,
+  FileSource,
+  EmailSource,
+} from "./features/fetch-requests";
+
+const statusColors: Record<FetchRequestStatus, "default" | "primary" | "warning" | "info" | "success" | "error"> = {
+  pending: "default",
+  processing: "info",
+  raw_expenses_done: "primary",
+  enriched_done: "warning",
+  completed: "success",
+  failed: "error",
+};
+
+function formatDate(iso: string) {
+  const d = new Date(iso);
+  return d.toLocaleString();
+}
+
+export default function FetchRequests() {
+  const [sourceType, setSourceType] = React.useState<"file" | "email">("file");
+  const [accountName, setAccountName] = React.useState("");
+  const [payorUsername, setPayorUsername] = React.useState("aetos");
+  const [format, setFormat] = React.useState("");
+  const [file, setFile] = React.useState<File | null>(null);
+  const [uploadedPath, setUploadedPath] = React.useState<string | null>(null);
+  const [fromEmail, setFromEmail] = React.useState("");
+  const [subject, setSubject] = React.useState("");
+  const [rawTerms, setRawTerms] = React.useState("");
+  const [startDate, setStartDate] = React.useState("");
+  const [endDate, setEndDate] = React.useState("");
+  const [snackbar, setSnackbar] = React.useState<{ message: string; severity: "success" | "error" } | null>(null);
+  const [deleteTarget, setDeleteTarget] = React.useState<FetchRequest | null>(null);
+
+  const { data: listData, isLoading, isFetching, refetch } = useFetchRequestsList();
+  const createMutation = useCreateFetchRequest();
+  const deleteMutation = useDeleteFetchRequest();
+  const uploadMutation = useUploadFile();
+
+  const requests = listData?.data ?? [];
+
+  const handleUpload = async () => {
+    if (!file) return;
+    const result = await uploadMutation.mutateAsync(file);
+    if (result?.saved_as) {
+      setUploadedPath(result.saved_as);
+      if (!format) setFormat(file.name.split(".").pop() || "");
+      setSnackbar({ message: `File uploaded: ${result.saved_as}`, severity: "success" });
+    }
+  };
+
+  const handleCreate = async () => {
+    if (!accountName) return;
+
+    let source: FileSource | EmailSource;
+
+    if (sourceType === "file") {
+      if (!uploadedPath || !format) return;
+      source = { path: uploadedPath, format } as FileSource;
+    } else {
+      if (!format) return;
+      const emailSource: EmailSource = { format };
+      if (fromEmail) emailSource.from_email = fromEmail;
+      if (subject) emailSource.subject = subject;
+      if (rawTerms.trim()) emailSource.raw_terms = rawTerms.split(",").map((s) => s.trim()).filter(Boolean);
+      source = emailSource;
+    }
+
+    try {
+      await createMutation.mutateAsync({
+        source,
+        account_name: accountName,
+        payor_username: payorUsername,
+        ...(startDate ? { start_date: new Date(startDate).toISOString() } : {}),
+        ...(endDate ? { end_date: new Date(endDate).toISOString() } : {}),
+      });
+      setSnackbar({ message: "Fetch request created", severity: "success" });
+      resetForm();
+    } catch (err: any) {
+      setSnackbar({ message: err?.response?.data?.detail || "Failed to create fetch request", severity: "error" });
+    }
+  };
+
+  const resetForm = () => {
+    setAccountName("");
+    setFormat("");
+    setFile(null);
+    setUploadedPath(null);
+    setFromEmail("");
+    setSubject("");
+    setRawTerms("");
+    setStartDate("");
+    setEndDate("");
+  };
+
+  const handleDelete = async () => {
+    if (!deleteTarget) return;
+    try {
+      await deleteMutation.mutateAsync(deleteTarget.id);
+      setSnackbar({ message: "Fetch request deleted", severity: "success" });
+    } catch {
+      setSnackbar({ message: "Failed to delete", severity: "error" });
+    }
+    setDeleteTarget(null);
+  };
+
+  return (
+    <Container sx={{ mt: 4, mb: 4 }}>
+      <Typography variant="h5" fontWeight="bold" gutterBottom>
+        Fetch Request Pipeline
+      </Typography>
+
+      <Paper sx={{ p: 3, mb: 4, borderRadius: 4 }} variant="outlined">
+        <Typography variant="subtitle1" fontWeight={600} gutterBottom>
+          New Fetch Request
+        </Typography>
+
+        <ToggleButtonGroup
+          value={sourceType}
+          exclusive
+          onChange={(_, val) => val && setSourceType(val)}
+          sx={{ mb: 3 }}
+          size="small"
+        >
+          <ToggleButton value="file">File Upload</ToggleButton>
+          <ToggleButton value="email">Email Fetch</ToggleButton>
+        </ToggleButtonGroup>
+
+        <Box sx={{ display: "flex", flexDirection: "column", gap: 2 }}>
+          {sourceType === "file" ? (
+            <>
+              <Box sx={{ display: "flex", gap: 2, alignItems: "flex-end" }}>
+                <Button variant="outlined" component="label" startIcon={<CloudUploadIcon />}>
+                  Choose File
+                  <input type="file" hidden onChange={(e) => setFile(e.target.files?.[0] ?? null)} />
+                </Button>
+                <Typography variant="body2" sx={{ flex: 1, color: "text.secondary" }}>
+                  {file ? file.name : "No file selected"}
+                </Typography>
+                <Button
+                  variant="contained"
+                  onClick={handleUpload}
+                  disabled={!file || uploadMutation.isPending}
+                >
+                  {uploadMutation.isPending ? "Uploading..." : "Upload"}
+                </Button>
+              </Box>
+              {uploadedPath && (
+                <Alert severity="success" sx={{ py: 0 }}>
+                  Uploaded as: {uploadedPath}
+                </Alert>
+              )}
+              <TextField label="Format (csv, pdf, ...)" value={format} onChange={(e) => setFormat(e.target.value)} size="small" />
+            </>
+          ) : (
+            <>
+              <TextField label="Format" value={format} onChange={(e) => setFormat(e.target.value)} size="small" helperText="e.g. email, pdf, csv" />
+              <TextField label="From Email" value={fromEmail} onChange={(e) => setFromEmail(e.target.value)} size="small" />
+              <TextField label="Subject" value={subject} onChange={(e) => setSubject(e.target.value)} size="small" />
+              <TextField label="Raw Terms" value={rawTerms} onChange={(e) => setRawTerms(e.target.value)} size="small" helperText="Comma-separated search terms" />
+            </>
+          )}
+
+          <TextField label="Account Name" value={accountName} onChange={(e) => setAccountName(e.target.value)} size="small" required />
+          <TextField label="Payor Username" value={payorUsername} onChange={(e) => setPayorUsername(e.target.value)} size="small" helperText="Default: aetos" />
+
+          <Box sx={{ display: "flex", gap: 2 }}>
+            <TextField
+              label="Start Date"
+              type="datetime-local"
+              value={startDate}
+              onChange={(e) => setStartDate(e.target.value)}
+              size="small"
+              InputLabelProps={{ shrink: true }}
+              sx={{ flex: 1 }}
+            />
+            <TextField
+              label="End Date"
+              type="datetime-local"
+              value={endDate}
+              onChange={(e) => setEndDate(e.target.value)}
+              size="small"
+              InputLabelProps={{ shrink: true }}
+              sx={{ flex: 1 }}
+            />
+          </Box>
+
+          <Button
+            variant="contained"
+            onClick={handleCreate}
+            disabled={createMutation.isPending || !accountName || (sourceType === "file" && (!uploadedPath || !format)) || (sourceType === "email" && !format)}
+          >
+            {createMutation.isPending ? "Creating..." : "Create Fetch Request"}
+          </Button>
+        </Box>
+      </Paper>
+
+      <Paper sx={{ borderRadius: 4 }} variant="outlined">
+        <Box sx={{ display: "flex", alignItems: "center", justifyContent: "space-between", p: 2, pb: 0 }}>
+          <Typography variant="subtitle1" fontWeight={600}>
+            Fetch Requests
+          </Typography>
+          <IconButton onClick={() => refetch()} disabled={isFetching}>
+            <RefreshIcon />
+          </IconButton>
+        </Box>
+
+        {isLoading ? (
+          <Box sx={{ display: "flex", justifyContent: "center", p: 4 }}>
+            <CircularProgress />
+          </Box>
+        ) : requests.length === 0 ? (
+          <Box sx={{ p: 4, textAlign: "center", color: "text.secondary" }}>
+            No fetch requests yet
+          </Box>
+        ) : (
+          <TableContainer>
+            <Table size="small">
+              <TableHead>
+                <TableRow>
+                  <TableCell>ID</TableCell>
+                  <TableCell>Source</TableCell>
+                  <TableCell>Account</TableCell>
+                  <TableCell>Status</TableCell>
+                  <TableCell>Created</TableCell>
+                  <TableCell align="right">Actions</TableCell>
+                </TableRow>
+              </TableHead>
+              <TableBody>
+                {requests.map((req: FetchRequest) => (
+                  <TableRow key={req.id}>
+                    <TableCell sx={{ fontFamily: "monospace", fontSize: "0.8rem" }}>
+                      {req.id.slice(0, 8)}...
+                    </TableCell>
+                    <TableCell>
+                      {"path" in req.source ? "File" : "Email"}
+                    </TableCell>
+                    <TableCell>{req.account_name}</TableCell>
+                    <TableCell>
+                      <Chip
+                        label={req.status.replace(/_/g, " ")}
+                        color={statusColors[req.status]}
+                        size="small"
+                      />
+                    </TableCell>
+                    <TableCell>{formatDate(req.created_at)}</TableCell>
+                    <TableCell align="right">
+                      <IconButton size="small" onClick={() => setDeleteTarget(req)}>
+                        <DeleteIcon fontSize="small" />
+                      </IconButton>
+                    </TableCell>
+                  </TableRow>
+                ))}
+              </TableBody>
+            </Table>
+          </TableContainer>
+        )}
+      </Paper>
+
+      <Snackbar
+        open={!!snackbar}
+        autoHideDuration={4000}
+        onClose={() => setSnackbar(null)}
+        anchorOrigin={{ vertical: "bottom", horizontal: "center" }}
+      >
+        {snackbar ? <Alert severity={snackbar.severity} onClose={() => setSnackbar(null)}>{snackbar.message}</Alert> : undefined}
+      </Snackbar>
+
+      <Dialog open={!!deleteTarget} onClose={() => setDeleteTarget(null)}>
+        <DialogTitle>Delete Fetch Request?</DialogTitle>
+        <DialogContent>
+          <DialogContentText>
+            This will permanently delete the fetch request and all associated data.
+          </DialogContentText>
+        </DialogContent>
+        <DialogActions>
+          <Button onClick={() => setDeleteTarget(null)}>Cancel</Button>
+          <Button onClick={handleDelete} color="error" disabled={deleteMutation.isPending}>
+            {deleteMutation.isPending ? "Deleting..." : "Delete"}
+          </Button>
+        </DialogActions>
+      </Dialog>
+    </Container>
+  );
+}

src/Header.tsx

@@ -91,6 +91,32 @@ export default function Header({
 
         <span style={{ flexGrow: 1 }} />
 
+        {/* NAV LINKS */}
+        <Box
+          sx={{
+            display: { xs: "none", md: "flex" },
+            alignItems: "center",
+            mr: 2,
+            gap: 1,
+          }}
+        >
+          {[
+            { label: "Dashboard", path: "/dashboard" },
+            { label: "Fetch", path: "/fetch-requests" },
+            { label: "Reports", path: "/reports" },
+          ].map(({ label, path }) => (
+            <Button
+              key={path}
+              color="inherit"
+              onClick={() => navigate(path)}
+              sx={{ textTransform: "none", fontWeight: 500, px: 1.5 }}
+              size="small"
+            >
+              {label}
+            </Button>
+          ))}
+        </Box>
+
         {/* AUTH SECTION */}
         {isAuthenticated ? (
           <>

src/Home.tsx

@@ -1,71 +1,180 @@
 import * as React from "react";
-import { Box, Typography, Button, Container, Stack } from "@mui/material";
+import { Box, Typography, Button, Container, Grid, Paper, Chip } from "@mui/material";
 import { useTheme, alpha } from "@mui/material/styles";
 import { useNavigate } from "react-router-dom";
+import DashboardIcon from "@mui/icons-material/Dashboard";
+import SyncIcon from "@mui/icons-material/Sync";
+import BarChartIcon from "@mui/icons-material/BarChart";
+import SettingsIcon from "@mui/icons-material/Settings";
 import ArrowForwardIcon from "@mui/icons-material/ArrowForward";
+import { useAuth } from "../react-auth";
 
-export default function Home() {
+interface FeatureCardProps {
+  icon: React.ReactNode;
+  title: string;
+  description: string;
+  path: string;
+  label?: string;
+  accent: string;
+}
+
+function FeatureCard({ icon, title, description, path, label, accent }: FeatureCardProps) {
   const navigate = useNavigate();
   const theme = useTheme();
 
+  return (
+    <Paper
+      elevation={0}
+      onClick={() => navigate(path)}
+      sx={{
+        p: 3,
+        borderRadius: 3,
+        border: "1px solid",
+        borderColor: "divider",
+        cursor: "pointer",
+        height: "100%",
+        display: "flex",
+        flexDirection: "column",
+        position: "relative",
+        overflow: "hidden",
+        transition: "all 0.25s ease",
+        "&::before": {
+          content: '""',
+          position: "absolute",
+          top: 0,
+          left: 0,
+          right: 0,
+          height: 3,
+          background: accent,
+          opacity: 0,
+          transition: "opacity 0.25s ease",
+        },
+        "&:hover": {
+          transform: "translateY(-4px)",
+          boxShadow: `0 12px 32px ${alpha(theme.palette.common.black, theme.palette.mode === "dark" ? 0.3 : 0.08)}`,
+          borderColor: "transparent",
+          "&::before": { opacity: 1 },
+        },
+      }}
+    >
+      <Box sx={{ display: "flex", alignItems: "center", gap: 1.5, mb: 1.5 }}>
+        <Box
+          sx={{
+            width: 40,
+            height: 40,
+            borderRadius: 2,
+            display: "flex",
+            alignItems: "center",
+            justifyContent: "center",
+            background: alpha(accent, 0.12),
+            color: accent,
+          }}
+        >
+          {icon}
+        </Box>
+        <Typography variant="subtitle1" fontWeight={700}>
+          {title}
+        </Typography>
+      </Box>
+
+      <Typography variant="body2" color="text.secondary" sx={{ flex: 1, lineHeight: 1.6 }}>
+        {description}
+      </Typography>
+
+      {label && (
+        <Chip
+          label={label}
+          size="small"
+          variant="outlined"
+          sx={{ mt: 2, alignSelf: "flex-start", textTransform: "capitalize" }}
+        />
+      )}
+    </Paper>
+  );
+}
+
+export default function Home() {
+  const navigate = useNavigate();
+  const theme = useTheme();
+  const { currentUser } = useAuth();
+
+  const features = [
+    {
+      icon: <DashboardIcon />,
+      title: "Dashboard",
+      description: "Visualise inflows and outflows with interactive charts, drill into categories, and track trends over daily, weekly, and monthly periods.",
+      path: "/dashboard",
+      accent: theme.palette.mode === "dark" ? "#818cf8" : "#6366f1",
+    },
+    {
+      icon: <SyncIcon />,
+      title: "Fetch Requests",
+      description: "Upload bank statements or configure email ingestion to auto-import transactions. Track pipeline status from pending through to completion.",
+      path: "/fetch-requests",
+      accent: theme.palette.mode === "dark" ? "#34d399" : "#10b981",
+    },
+    {
+      icon: <BarChartIcon />,
+      title: "Report Snapshots",
+      description: "Generate cached report snapshots with custom filters — accounts, date ranges, amount bounds — then pin a snapshot on the dashboard for consistent comparisons.",
+      path: "/reports",
+      accent: theme.palette.mode === "dark" ? "#fbbf24" : "#f59e0b",
+    },
+    {
+      icon: <SettingsIcon />,
+      title: "Admin",
+      description: "Full CRUD over accounts, expenses, tags, and payors. Manage your data programmatically through the OpenAPI-driven admin panel.",
+      path: "/admin",
+      accent: theme.palette.mode === "dark" ? "#e879f9" : "#d946ef",
+    },
+  ];
+
   return (
     <Box
       sx={{
-        width: "100%",
-        minHeight: "calc(100vh - 64px)", // accounting for header
+        minHeight: "calc(100vh - 64px)",
         display: "flex",
-        alignItems: "center",
-        justifyContent: "center",
+        flexDirection: "column",
         position: "relative",
         overflow: "hidden",
         "&::before": {
           content: '""',
           position: "absolute",
-          top: "-20%",
-          left: "-10%",
-          width: "50%",
-          height: "60%",
-          background: "radial-gradient(circle, rgba(99,102,241,0.15) 0%, rgba(0,0,0,0) 70%)",
+          top: "-15%",
+          left: "-8%",
+          width: "45%",
+          height: "55%",
+          background: "radial-gradient(circle, rgba(99,102,241,0.12) 0%, transparent 70%)",
           zIndex: 0,
         },
         "&::after": {
           content: '""',
           position: "absolute",
-          bottom: "-20%",
-          right: "-10%",
-          width: "50%",
-          height: "60%",
-          background: "radial-gradient(circle, rgba(236,72,153,0.15) 0%, rgba(0,0,0,0) 70%)",
+          bottom: "-15%",
+          right: "-8%",
+          width: "45%",
+          height: "55%",
+          background: "radial-gradient(circle, rgba(236,72,153,0.1) 0%, transparent 70%)",
           zIndex: 0,
         },
       }}
     >
-      <Container maxWidth="lg" sx={{ position: "relative", zIndex: 1 }}>
-        <Stack
-          spacing={4}
-          alignItems="center"
-          textAlign="center"
+      <Container maxWidth="lg" sx={{ position: "relative", zIndex: 1, flex: 1, display: "flex", flexDirection: "column", justifyContent: "center", py: 6 }}>
+        <Box
           sx={{
-            p: { xs: 4, md: 8 },
-            backdropFilter: "blur(20px)",
-            backgroundColor: (t) => alpha(t.palette.common.white, t.palette.mode === "dark" ? 0.04 : 0.6),
-            border: "1px solid",
-            borderColor: "divider",
-            borderRadius: 4,
-            boxShadow: (t) =>
-              t.palette.mode === "dark"
-                ? "0 8px 32px 0 rgba(0, 0, 0, 0.5)"
-                : "0 8px 32px 0 rgba(31, 38, 135, 0.07)",
+            textAlign: "center",
+            mb: 6,
           }}
         >
           <Typography
             variant="h1"
             sx={{
               fontWeight: 800,
-              fontSize: { xs: "3rem", md: "5rem" },
-              background: "linear-gradient(45deg, #6366f1 30%, #ec4899 90%)",
+              fontSize: { xs: "2.5rem", sm: "3.5rem", md: "5rem" },
+              background: "linear-gradient(135deg, #6366f1 0%, #ec4899 50%, #f59e0b 100%)",
               WebkitBackgroundClip: "text",
               WebkitTextFillColor: "transparent",
+              letterSpacing: "-0.03em",
               mb: 2,
             }}
           >
@@ -73,14 +182,20 @@ export default function Home() {
           </Typography>
 
           <Typography
-            variant="h5"
+            variant="h6"
             color="text.secondary"
-            sx={{ maxWidth: "600px", lineHeight: 1.6 }}
+            sx={{
+              maxWidth: 580,
+              mx: "auto",
+              lineHeight: 1.7,
+              fontWeight: 400,
+              fontSize: { xs: "1rem", md: "1.15rem" },
+            }}
           >
-            Your intelligent, extensible financial ledger. Control accounts, manage transactions, and track your data dynamically with our OpenAPI-driven architecture.
+            Your intelligent, extensible financial ledger. Import transactions, generate reports, and stay on top of your cashflow.
           </Typography>
 
-          <Box mt={4}>
+          <Box sx={{ mt: 4, display: "flex", gap: 2, justifyContent: "center", flexWrap: "wrap" }}>
             <Button
               variant="contained"
               size="large"
@@ -88,21 +203,44 @@ export default function Home() {
               onClick={() => navigate("/dashboard")}
               sx={{
                 px: 4,
-                py: 1.5,
+                py: 1.4,
                 borderRadius: "50px",
-                fontWeight: "bold",
-                background: "linear-gradient(45deg, #6366f1 30%, #ec4899 90%)",
-                transition: "transform 0.2s ease-in-out, box-shadow 0.2s",
+                fontWeight: 700,
+                background: "linear-gradient(135deg, #6366f1 0%, #ec4899 100%)",
+                transition: "transform 0.2s ease, box-shadow 0.2s",
                 "&:hover": {
-                  transform: "translateY(-3px)",
-                  boxShadow: (t) => `0 8px 20px ${alpha(t.palette.primary.main, 0.4)}`,
+                  transform: "translateY(-2px)",
+                  boxShadow: `0 8px 24px ${alpha(theme.palette.primary.main, 0.35)}`,
                 },
               }}
             >
               Enter Dashboard
             </Button>
+            <Button
+              variant="outlined"
+              size="large"
+              onClick={() => navigate("/fetch-requests")}
+              sx={{
+                px: 4,
+                py: 1.4,
+                borderRadius: "50px",
+                fontWeight: 600,
+                borderWidth: 2,
+                "&:hover": { borderWidth: 2 },
+              }}
+            >
+              Import Data
+            </Button>
           </Box>
-        </Stack>
+        </Box>
+
+        <Grid container spacing={3}>
+          {features.map((f) => (
+            <Grid key={f.title} size={{ xs: 12, sm: 6, md: 3 }}>
+              <FeatureCard {...f} />
+            </Grid>
+          ))}
+        </Grid>
       </Container>
     </Box>
   );

src/ReportSnapshots.tsx

@@ -0,0 +1,271 @@
+import * as React from "react";
+import {
+  Box,
+  Container,
+  Paper,
+  Typography,
+  TextField,
+  Button,
+  Table,
+  TableBody,
+  TableCell,
+  TableContainer,
+  TableHead,
+  TableRow,
+  IconButton,
+  CircularProgress,
+  Alert,
+  Snackbar,
+  Dialog,
+  DialogTitle,
+  DialogContent,
+  DialogContentText,
+  DialogActions,
+  Switch,
+  FormControlLabel,
+  Chip,
+} from "@mui/material";
+import DeleteIcon from "@mui/icons-material/Delete";
+import AddCircleIcon from "@mui/icons-material/AddCircle";
+import RefreshIcon from "@mui/icons-material/Refresh";
+import {
+  useReportSnapshotsList,
+  useCreateSnapshot,
+  useDeleteSnapshot,
+} from "./features/report-snapshots";
+import type { ReportSnapshot } from "./features/report-snapshots";
+
+function formatDate(iso: string) {
+  const d = new Date(iso);
+  return d.toLocaleString();
+}
+
+export default function ReportSnapshots() {
+  const [accounts, setAccounts] = React.useState("");
+  const [ignoreSelf, setIgnoreSelf] = React.useState(false);
+  const [startDate, setStartDate] = React.useState("");
+  const [endDate, setEndDate] = React.useState("");
+  const [minAmount, setMinAmount] = React.useState("");
+  const [maxAmount, setMaxAmount] = React.useState("");
+  const [snackbar, setSnackbar] = React.useState<{ message: string; severity: "success" | "error" } | null>(null);
+  const [deleteTarget, setDeleteTarget] = React.useState<ReportSnapshot | null>(null);
+  const [createdSnapshotId, setCreatedSnapshotId] = React.useState<string | null>(null);
+
+  const { data: listData, isLoading, isFetching, refetch } = useReportSnapshotsList();
+  const createMutation = useCreateSnapshot();
+  const deleteMutation = useDeleteSnapshot();
+
+  const snapshots = listData?.data ?? [];
+
+  const handleCreate = async () => {
+    try {
+      const result = await createMutation.mutateAsync({
+        accounts: accounts.trim() ? accounts.split(",").map((s) => s.trim()).filter(Boolean) : null,
+        ignore_self: ignoreSelf || null,
+        start_date: startDate ? new Date(startDate).toISOString() : null,
+        end_date: endDate ? new Date(endDate).toISOString() : null,
+        min_amount: minAmount ? parseFloat(minAmount) : null,
+        max_amount: maxAmount ? parseFloat(maxAmount) : null,
+      });
+      const snapshotId = (result as any)?.snapshot_id;
+      if (snapshotId) {
+        setCreatedSnapshotId(snapshotId);
+        setSnackbar({ message: `Snapshot created: ${snapshotId}`, severity: "success" });
+      } else {
+        setSnackbar({ message: "Snapshot created", severity: "success" });
+      }
+      resetForm();
+    } catch (err: any) {
+      setSnackbar({ message: err?.response?.data?.detail || "Failed to create snapshot", severity: "error" });
+    }
+  };
+
+  const resetForm = () => {
+    setAccounts("");
+    setIgnoreSelf(false);
+    setStartDate("");
+    setEndDate("");
+    setMinAmount("");
+    setMaxAmount("");
+  };
+
+  const handleDelete = async () => {
+    if (!deleteTarget) return;
+    try {
+      await deleteMutation.mutateAsync(deleteTarget.snapshot_id);
+      setSnackbar({ message: "Snapshot deleted", severity: "success" });
+    } catch {
+      setSnackbar({ message: "Failed to delete snapshot", severity: "error" });
+    }
+    setDeleteTarget(null);
+  };
+
+  return (
+    <Container sx={{ mt: 4, mb: 4 }}>
+      <Typography variant="h5" fontWeight="bold" gutterBottom>
+        Report Snapshots
+      </Typography>
+
+      <Paper sx={{ p: 3, mb: 4, borderRadius: 4 }} variant="outlined">
+        <Typography variant="subtitle1" fontWeight={600} gutterBottom>
+          Generate New Snapshot
+        </Typography>
+
+        <Box sx={{ display: "flex", flexDirection: "column", gap: 2 }}>
+          <TextField
+            label="Accounts"
+            value={accounts}
+            onChange={(e) => setAccounts(e.target.value)}
+            size="small"
+            helperText="Comma-separated account IDs (leave empty for all)"
+          />
+
+          <FormControlLabel
+            control={<Switch checked={ignoreSelf} onChange={(e) => setIgnoreSelf(e.target.checked)} />}
+            label="Ignore self-transfers"
+          />
+
+          <Box sx={{ display: "flex", gap: 2 }}>
+            <TextField
+              label="Start Date"
+              type="datetime-local"
+              value={startDate}
+              onChange={(e) => setStartDate(e.target.value)}
+              size="small"
+              InputLabelProps={{ shrink: true }}
+              sx={{ flex: 1 }}
+            />
+            <TextField
+              label="End Date"
+              type="datetime-local"
+              value={endDate}
+              onChange={(e) => setEndDate(e.target.value)}
+              size="small"
+              InputLabelProps={{ shrink: true }}
+              sx={{ flex: 1 }}
+            />
+          </Box>
+
+          <Box sx={{ display: "flex", gap: 2 }}>
+            <TextField
+              label="Min Amount"
+              type="number"
+              value={minAmount}
+              onChange={(e) => setMinAmount(e.target.value)}
+              size="small"
+              sx={{ flex: 1 }}
+            />
+            <TextField
+              label="Max Amount"
+              type="number"
+              value={maxAmount}
+              onChange={(e) => setMaxAmount(e.target.value)}
+              size="small"
+              sx={{ flex: 1 }}
+            />
+          </Box>
+
+          <Button
+            variant="contained"
+            startIcon={<AddCircleIcon />}
+            onClick={handleCreate}
+            disabled={createMutation.isPending}
+          >
+            {createMutation.isPending ? "Generating..." : "Generate Snapshot"}
+          </Button>
+
+          {createdSnapshotId && (
+            <Alert severity="success" onClose={() => setCreatedSnapshotId(null)}>
+              Snapshot created: <strong>{createdSnapshotId}</strong>. Use it in the Dashboard snapshot selector.
+            </Alert>
+          )}
+        </Box>
+      </Paper>
+
+      <Paper sx={{ borderRadius: 4 }} variant="outlined">
+        <Box sx={{ display: "flex", alignItems: "center", justifyContent: "space-between", p: 2, pb: 0 }}>
+          <Typography variant="subtitle1" fontWeight={600}>
+            Existing Snapshots
+          </Typography>
+          <IconButton onClick={() => refetch()} disabled={isFetching}>
+            <RefreshIcon />
+          </IconButton>
+        </Box>
+
+        {isLoading ? (
+          <Box sx={{ display: "flex", justifyContent: "center", p: 4 }}>
+            <CircularProgress />
+          </Box>
+        ) : snapshots.length === 0 ? (
+          <Box sx={{ p: 4, textAlign: "center", color: "text.secondary" }}>
+            No snapshots yet
+          </Box>
+        ) : (
+          <TableContainer>
+            <Table size="small">
+              <TableHead>
+                <TableRow>
+                  <TableCell>Snapshot ID</TableCell>
+                  <TableCell>Created</TableCell>
+                  <TableCell>Query</TableCell>
+                  <TableCell align="right">Actions</TableCell>
+                </TableRow>
+              </TableHead>
+              <TableBody>
+                {snapshots.map((snap: ReportSnapshot) => (
+                  <TableRow key={snap.id}>
+                    <TableCell sx={{ fontFamily: "monospace", fontSize: "0.8rem" }}>
+                      {snap.snapshot_id.slice(0, 12)}...
+                    </TableCell>
+                    <TableCell>{formatDate(snap.created_at)}</TableCell>
+                    <TableCell>
+                      {snap.query ? (
+                        <Box sx={{ display: "flex", gap: 0.5, flexWrap: "wrap" }}>
+                          {snap.query.accounts && <Chip label={`${snap.query.accounts.length} account(s)`} size="small" variant="outlined" />}
+                          {snap.query.ignore_self && <Chip label="ignore_self" size="small" variant="outlined" />}
+                          {snap.query.start_date && <Chip label="start" size="small" variant="outlined" />}
+                          {snap.query.end_date && <Chip label="end" size="small" variant="outlined" />}
+                        </Box>
+                      ) : (
+                        <Typography variant="body2" color="text.secondary">—</Typography>
+                      )}
+                    </TableCell>
+                    <TableCell align="right">
+                      <IconButton size="small" onClick={() => setDeleteTarget(snap)}>
+                        <DeleteIcon fontSize="small" />
+                      </IconButton>
+                    </TableCell>
+                  </TableRow>
+                ))}
+              </TableBody>
+            </Table>
+          </TableContainer>
+        )}
+      </Paper>
+
+      <Snackbar
+        open={!!snackbar}
+        autoHideDuration={4000}
+        onClose={() => setSnackbar(null)}
+        anchorOrigin={{ vertical: "bottom", horizontal: "center" }}
+      >
+        {snackbar ? <Alert severity={snackbar.severity} onClose={() => setSnackbar(null)}>{snackbar.message}</Alert> : undefined}
+      </Snackbar>
+
+      <Dialog open={!!deleteTarget} onClose={() => setDeleteTarget(null)}>
+        <DialogTitle>Delete Snapshot?</DialogTitle>
+        <DialogContent>
+          <DialogContentText>
+            This will permanently delete the report snapshot.
+          </DialogContentText>
+        </DialogContent>
+        <DialogActions>
+          <Button onClick={() => setDeleteTarget(null)}>Cancel</Button>
+          <Button onClick={handleDelete} color="error" disabled={deleteMutation.isPending}>
+            {deleteMutation.isPending ? "Deleting..." : "Delete"}
+          </Button>
+        </DialogActions>
+      </Dialog>
+    </Container>
+  );
+}

src/features/fetch-requests/fetch-requests.models.ts

@@ -0,0 +1,38 @@
+export type FetchRequestStatus = "pending" | "processing" | "raw_expenses_done" | "enriched_done" | "completed" | "failed";
+
+export interface FileSource {
+  path: string;
+  format: string;
+}
+
+export interface EmailSource {
+  format: string;
+  from_email?: string;
+  subject?: string;
+  raw_terms?: string[];
+}
+
+export interface FetchRequestCreate {
+  source: FileSource | EmailSource;
+  account_name: string;
+  payor_username?: string;
+  start_date?: string;
+  end_date?: string;
+}
+
+export interface FetchRequest extends FetchRequestCreate {
+  id: string;
+  status: FetchRequestStatus;
+  fingerprint: string;
+  completed_at?: string | null;
+  error_message?: string | null;
+  created_at: string;
+}
+
+export interface UploadResult {
+  original_filename: string;
+  saved_as: string;
+  content_type: string;
+  url: string;
+  absolute_path: string;
+}

src/features/fetch-requests/index.ts

@@ -0,0 +1,15 @@
+export type {
+  FetchRequest,
+  FetchRequestCreate,
+  FetchRequestStatus,
+  FileSource,
+  EmailSource,
+  UploadResult,
+} from "./fetch-requests.models";
+export {
+  useFetchRequestsList,
+  useFetchRequest,
+  useCreateFetchRequest,
+  useDeleteFetchRequest,
+  useUploadFile,
+} from "./useFetchRequests";

src/features/fetch-requests/useFetchRequests.ts

@@ -0,0 +1,43 @@
+import { useResourceByName } from "../../../react-openapi";
+import { api } from "../../../react-openapi/api/client";
+import { useMutation } from "@tanstack/react-query";
+
+export function useFetchRequestsList(params?: {
+  status?: string;
+  account_name?: string;
+  source_type?: string;
+}) {
+  const { useList } = useResourceByName("fetch-requests");
+  return useList(params);
+}
+
+export function useFetchRequest(id: string) {
+  const { useRead } = useResourceByName("fetch-requests");
+  return useRead(id);
+}
+
+export function useCreateFetchRequest() {
+  const { useCreate } = useResourceByName("fetch-requests");
+  return useCreate();
+}
+
+export function useDeleteFetchRequest() {
+  const { useDelete } = useResourceByName("fetch-requests");
+  return useDelete();
+}
+
+export function useUploadFile() {
+  return useMutation({
+    mutationFn: async (file: File) => {
+      const arrayBuffer = await file.arrayBuffer();
+      const binary = new Uint8Array(arrayBuffer);
+      const res = await api.post("/uploads", binary, {
+        headers: {
+          "Content-Type": file.type,
+          "Content-Disposition": `attachment; filename="${file.name}"`,
+        },
+      });
+      return res.data;
+    },
+  });
+}

src/features/report-snapshots/index.ts

@@ -0,0 +1,9 @@
+export type {
+  ReportSnapshot,
+  ReportQuery,
+} from "./report-snapshots.models";
+export {
+  useReportSnapshotsList,
+  useCreateSnapshot,
+  useDeleteSnapshot,
+} from "./useReportSnapshots";

src/features/report-snapshots/report-snapshots.models.ts

@@ -0,0 +1,15 @@
+export interface ReportQuery {
+  accounts?: string[] | null;
+  ignore_self?: boolean | null;
+  start_date?: string | null;
+  end_date?: string | null;
+  min_amount?: number | null;
+  max_amount?: number | null;
+}
+
+export interface ReportSnapshot {
+  id: string;
+  snapshot_id: string;
+  created_at: string;
+  query?: ReportQuery;
+}

src/features/report-snapshots/useReportSnapshots.ts

@@ -0,0 +1,16 @@
+import { useResourceByName } from "../../../react-openapi";
+
+export function useReportSnapshotsList() {
+  const { useList } = useResourceByName("reports");
+  return useList();
+}
+
+export function useCreateSnapshot() {
+  const { useCreate } = useResourceByName("reports");
+  return useCreate();
+}
+
+export function useDeleteSnapshot() {
+  const { useDelete } = useResourceByName("reports");
+  return useDelete();
+}

src/features/report/useReport.ts

@@ -9,10 +9,13 @@ export interface ReportParams {
 }
 
 export function useReport(params: ReportParams) {
-  const { useList } = useResourceByName("reports");
+  const { useRead } = useResourceByName("reports");
 
-  return useList({
-    ...params,
-    periods: params.periods,
-  });
+  return useRead(
+    params.snapshot_id ? params.snapshot_id : "latest",
+    {
+      ...params,
+      periods: params.periods,
+    }
+  );
 }

src/main.jsx

@@ -12,6 +12,8 @@ import {
 } from "@mui/material";
 import Home from './Home';
 import Dashboard from './Dashboard';
+import FetchRequests from './FetchRequests';
+import ReportSnapshots from './ReportSnapshots';
 import { Admin, AppProvider } from '../react-openapi';
 import { configuration, profileConfiguration } from './openapi-config';
 import { Buffer } from 'buffer';
@@ -33,6 +35,8 @@ const routerMapping = [
   { path: "/", component: Home, headerTitle: "Home" },
   { path: "/home", component: Home, headerTitle: "Home" },
   { path: "/dashboard", component: Dashboard, headerTitle: "Dashboard" },
+  { path: "/fetch-requests", component: FetchRequests, headerTitle: "Fetch Requests" },
+  { path: "/reports", component: ReportSnapshots, headerTitle: "Reports" },
   { path: "/admin/*", component: Admin, headerTitle: "Admin" },
 ];
 

src/openapi-config.ts

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