19 Commits

Author SHA1 Message Date
d8c6c3cdb3 added favicon 2026-05-24 16:02:36 +05:30
8f57bd1745 ignoreSelf default true 2026-05-24 15:58:14 +05:30
44c42892d8 copy ids 2026-05-24 15:57:32 +05:30
7de8914283 mobile view 1 filter per line fix 2026-05-24 14:51:59 +05:30
d767cf0a23 toggleDropdown for chip to open and close, limiting tag chars 2026-05-24 14:48:23 +05:30
6fe70496c0 clicking on ships open dropdown not expand chips 2026-05-24 14:39:35 +05:30
fa32ab17de sorted options only when selecting again 2026-05-24 14:35:39 +05:30
a8f5789c03 smarter multiselect 2026-05-24 14:21:07 +05:30
e1b8f4e0c3 Admin filter fixes 2026-05-24 14:09:41 +05:30
6fc24001a7 Snapshot Selector fixes 2026-05-24 14:06:20 +05:30
6803fb6b56 multi auto complete 2026-05-24 13:58:00 +05:30
4a3428ed8f fixes for mobile view broken 2026-05-24 13:52:34 +05:30
170769c317 fixes 2026-05-24 01:36:08 +05:30
653c8caecf fixes 2026-05-24 01:34:52 +05:30
a3970d6a7b filter in config and fixes 2026-05-24 01:21:51 +05:30
7ab5ce74b3 filter in admin 2026-05-24 00:59:33 +05:30
3a72985efb home changes for new routes 2026-05-23 22:18:18 +05:30
220c84776f fetch requests and reports routes 2026-05-23 21:48:39 +05:30
cccb4604fd fixes for latest openapi spec changes 2026-05-23 17:22:30 +05:30
24 changed files with 1542 additions and 101 deletions

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@@ -9,6 +9,7 @@
rel="stylesheet"
href="https://fonts.googleapis.com/css2?family=Roboto:wght@300;400;500;700&display=swap"
/>
<link rel="icon" type="image/svg+xml" href="/favicon.png" />
<title>khata - Aetoskia</title>
</head>
<body>

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public/favicon.png Normal file

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@@ -49,8 +49,8 @@ export default function EnhancedTable({
config,
data,
total,
paginationModel,
onPaginationModelChange,
paginationModel: externalPaginationModel,
onPaginationModelChange: externalOnPaginationModelChange,
loading = false,
onEdit,
onDelete,
@@ -60,6 +60,14 @@ export default function EnhancedTable({
const theme = useTheme();
const isMobile = useMediaQuery(theme.breakpoints.down('md'));
const navigate = useNavigate();
const isServer = config.filterOptions?.mode !== "client";
const [internalPaginationModel, setInternalPaginationModel] = React.useState<GridPaginationModel>({
page: 0,
pageSize: 10,
});
const paginationModel = isServer ? externalPaginationModel : internalPaginationModel;
const onPaginationModelChange = isServer ? externalOnPaginationModelChange : setInternalPaginationModel;
const columns: GridColDef[] = React.useMemo(() => {
const cols: GridColDef[] = Object.entries(config.fields).map(([key, field]) => {
@@ -122,6 +130,15 @@ export default function EnhancedTable({
return cols;
}, [config, onDelete, navigate, onNavigateToResource]);
const mobilePageSize = 10;
const [mobilePage, setMobilePage] = React.useState(0);
const mobileTotalPages = Math.ceil(data.length / mobilePageSize) || 1;
const mobileData = data.slice(mobilePage * mobilePageSize, (mobilePage + 1) * mobilePageSize);
React.useEffect(() => {
if (mobilePage >= mobileTotalPages) setMobilePage(0);
}, [data.length, mobilePage, mobileTotalPages]);
if (isMobile) {
return (
<Box>
@@ -132,7 +149,7 @@ export default function EnhancedTable({
</Button>
</Box>
<Box sx={{ display: 'flex', flexDirection: 'column', gap: 2 }}>
{data.map((row) => (
{mobileData.map((row) => (
<Box key={row[config.primaryKey] || Math.random()}>
<MobileCardRow
row={row}
@@ -145,6 +162,17 @@ export default function EnhancedTable({
</Box>
))}
</Box>
<Box sx={{ display: 'flex', justifyContent: 'center', gap: 1, mt: 2, flexWrap: 'wrap' }}>
<Button size="small" disabled={mobilePage === 0} onClick={() => setMobilePage(mobilePage - 1)}>
Previous
</Button>
<Typography variant="body2" sx={{ alignSelf: 'center', px: 1 }}>
Page {mobilePage + 1} of {mobileTotalPages}
</Typography>
<Button size="small" disabled={mobilePage >= mobileTotalPages - 1} onClick={() => setMobilePage(mobilePage + 1)}>
Next
</Button>
</Box>
</Box>
);
}
@@ -161,20 +189,18 @@ export default function EnhancedTable({
rows={data || []}
columns={columns}
autoHeight
paginationMode={config.pagination ? 'server' : 'client'}
rowCount={(() => {
if (!config.pagination) return data.length;
if (total !== undefined) return total;
// Graceful fallback for missing total count
const page = paginationModel?.page || 0;
const pageSize = paginationModel?.pageSize || 10;
if (data.length < pageSize) {
return page * pageSize + data.length;
}
// Enable 'Next' button by pretending there's at least one more page
return (page + 2) * pageSize;
})()}
paginationMode={isServer ? 'server' : 'client'}
{...(isServer ? {
rowCount: (() => {
if (total !== undefined) return total;
const page = paginationModel?.page || 0;
const pageSize = paginationModel?.pageSize || 10;
if (data.length < pageSize) {
return page * pageSize + data.length;
}
return (page + 2) * pageSize;
})(),
} : {})}
loading={loading}
paginationModel={paginationModel || { page: 0, pageSize: 10 }}
onPaginationModelChange={onPaginationModelChange}
@@ -234,7 +260,7 @@ function MobileCardRow({ row, config, onDelete, onNavigate, navigate }: any) {
<Typography variant="caption" color="text.secondary" sx={{ display: 'block' }}>
{field.label}
</Typography>
<Typography variant="body2" sx={{ fontWeight: 500, wordBreak: 'break-all' }}>
<Typography variant="body2" component="div" sx={{ fontWeight: 500, wordBreak: 'break-all' }}>
<FieldRenderer params={{ value: row[key], row }} field={field} fieldKey={key} config={config} onNavigate={onNavigate} navigate={navigate} isMobile />
</Typography>
</Box>

View File

@@ -0,0 +1,313 @@
import * as React from "react";
import {
Box,
Button,
Chip,
Paper,
TextField,
Autocomplete,
Typography,
} from "@mui/material";
import DoneIcon from "@mui/icons-material/Done";
import FilterListIcon from "@mui/icons-material/FilterList";
import { ResourceField, ResourceMode } from "../types/config";
function FilterAutocomplete({
options,
value,
label,
onChange,
}: {
options: string[];
value: string[];
label: string;
onChange: (val: string[]) => void;
}) {
const listboxRef = React.useRef<HTMLUListElement>(null);
const scrollPosRef = React.useRef(0);
const [open, setOpen] = React.useState(false);
const [frozenValue, setFrozenValue] = React.useState<string[]>(value);
const toggleDropdown = () => {
setOpen(prev => {
const next = !prev;
setFrozenValue(value);
return next;
});
};
const sortedOptions = React.useMemo(() => {
const sel = new Set(frozenValue);
const picked: string[] = [];
const rest: string[] = [];
for (const o of options) {
if (sel.has(o)) picked.push(o);
else rest.push(o);
}
return [...picked, ...rest];
}, [options, frozenValue]);
return (
<Autocomplete
multiple
freeSolo
disableCloseOnSelect
open={open}
onOpen={toggleDropdown}
onClose={toggleDropdown}
options={sortedOptions}
value={value}
getOptionKey={(option) => option}
onChange={(_, val) => onChange(val.length > 0 ? val : [])}
ListboxProps={{
ref: listboxRef,
onScroll: (e) => { scrollPosRef.current = (e.target as HTMLUListElement).scrollTop; },
}}
renderOption={(props, option, { selected }) => {
const { key, ...rest } = props;
return (
<li key={key} {...rest}>
{selected ? <DoneIcon sx={{ fontSize: 14, mr: 1, color: 'primary.main' }} /> : <Box sx={{ width: 22, mr: 1 }} />}
{option}
</li>
);
}}
renderTags={(tagValue, getTagProps) => {
const maxChips = 1;
return (
<>
{tagValue.slice(0, maxChips).map((tag, index) => {
const { key, ...tagProps } = getTagProps({ index });
return <Chip
key={key}
{...tagProps}
label={tag.length > 10 ? `${tag.slice(0, 8)}..` : tag}
size="small"
onClick={toggleDropdown}
sx={{ cursor: 'pointer' }}
/>;
})}
{tagValue.length > maxChips && (
<Chip
label={`+${tagValue.length - maxChips}`}
size="small"
onClick={toggleDropdown}
sx={{ cursor: 'pointer' }}
/>
)}
</>
);
}}
renderInput={(params) => <TextField {...params} placeholder={`Add ${label}...`} />}
sx={{ '& .MuiOutlinedInput-root': { minHeight: '3rem', py: 0.5 } }}
/>
);
}
function extractOptions(
fieldName: string,
field: ResourceField,
data: any[]
): string[] {
const values = new Set<string>();
if (field.options) return field.options;
if (!data) return [];
const pull = (item: any): string | null => {
if (item == null) return null;
if (typeof item === "string") return item;
if (typeof item !== "object") return String(item);
const df = field.displayField;
if (!df) { debugger; return null; }
if (Array.isArray(df)) {
const parts = df.map((k) => item[k]).filter((v) => v != null);
if (parts.length > 0) return parts.join(" ");
} else {
const v = item[df];
if (v != null) return String(v);
}
debugger;
return null;
};
for (const row of data) {
const v = row[fieldName];
if (v == null) continue;
if (Array.isArray(v)) {
for (const el of v) {
const label = pull(el);
if (label) values.add(label);
}
} else {
const label = pull(v);
if (label) values.add(label);
}
}
// console.log('extracted', fieldName, Array.from(values).sort())
return Array.from(values).sort();
}
function renderFilterInput(
fieldName: string,
field: ResourceField,
options: string[],
value: any,
onChange: (key: string, val: any) => void
) {
const filterType = field.filterType;
if (filterType === "number-range") {
const rangeVal = (value as { min?: string; max?: string }) || {};
return (
<Box sx={{ display: "flex", gap: 1 }}>
<TextField type="number" placeholder="Min" size="small" value={rangeVal.min ?? ""}
onChange={(e) => onChange("min", e.target.value || undefined)} sx={{ width: 100 }} />
<TextField type="number" placeholder="Max" size="small" value={rangeVal.max ?? ""}
onChange={(e) => onChange("max", e.target.value || undefined)} sx={{ width: 100 }} />
</Box>
);
}
if (filterType === "date-range") {
const rangeVal = (value as { start?: string; end?: string }) || {};
return (
<Box sx={{ display: "flex", gap: 1 }}>
<TextField type="datetime-local" placeholder="From" size="small" value={rangeVal.start ?? ""}
onChange={(e) => onChange("start", e.target.value || undefined)} InputLabelProps={{ shrink: true }} sx={{ width: 170 }} />
<TextField type="datetime-local" placeholder="To" size="small" value={rangeVal.end ?? ""}
onChange={(e) => onChange("end", e.target.value || undefined)} InputLabelProps={{ shrink: true }} sx={{ width: 170 }} />
</Box>
);
}
const selected = Array.isArray(value) ? value : [];
return (
<FilterAutocomplete
options={options}
value={selected}
label={field.label}
onChange={(val) => onChange("value", val.length > 0 ? val : undefined)}
/>
);
}
export interface FilterBarProps {
fields: Record<string, ResourceField>;
filterableFields: string[];
mode: ResourceMode;
data?: any[];
appliedValues: Record<string, any>;
onApply: (values: Record<string, any>) => void;
onClear: () => void;
}
export default function FilterBar({
fields,
filterableFields,
data,
appliedValues,
onApply,
onClear,
}: FilterBarProps) {
const [open, setOpen] = React.useState(false);
const [draft, setDraft] = React.useState<Record<string, any>>(() => ({ ...appliedValues }));
React.useEffect(() => {
if (!open) setDraft({ ...appliedValues });
}, [appliedValues, open]);
if (!filterableFields || filterableFields.length === 0) return null;
const activeCount = Object.keys(appliedValues).filter((k) => {
const v = appliedValues[k];
if (v == null || v === "") return false;
if (typeof v === "object" && Object.values(v).every((x) => x == null || x === "")) return false;
return true;
}).length;
const handleApply = () => onApply({ ...draft });
const handleClear = () => {
setDraft({});
onClear();
};
const updateDraft = (fieldName: string, key: string, val: any) => {
setDraft((prev) => {
if (key === "value") {
return { ...prev, [fieldName]: val };
}
const existing = prev[fieldName] || {};
return { ...prev, [fieldName]: { ...existing, [key]: val } };
});
};
return (
<Paper variant="outlined" sx={{ mb: 2, borderRadius: 2, overflow: "hidden" }}>
<Box
sx={{
display: "flex",
alignItems: "center",
justifyContent: "space-between",
px: 2,
py: 1,
cursor: "pointer",
"&:hover": { bgcolor: "action.hover" },
}}
onClick={() => setOpen((o) => !o)}
>
<Box sx={{ display: "flex", alignItems: "center", gap: 1 }}>
<FilterListIcon fontSize="small" color="action" />
<Typography variant="subtitle2" fontWeight={600}>
{open ? "Hide Filters" : "Show Filters"}
</Typography>
</Box>
{activeCount > 0 && (
<Typography variant="caption" color="primary" fontWeight={600}>
{activeCount} active
</Typography>
)}
</Box>
{open && (
<Box sx={{ px: 2, pb: 2, borderTop: "1px solid", borderColor: "divider", pt: 2 }}>
<Box sx={{ display: "flex", flexWrap: "wrap", gap: 2, alignItems: "flex-end" }}>
{filterableFields.map((fieldName) => {
const field = fields[fieldName];
if (!field) return null;
const needsOptions = !field.filterType || field.filterType === "autocomplete" || field.filterType === "multiselect";
const options = needsOptions ? extractOptions(fieldName, field, data ?? []) : [];
const raw = draft[fieldName];
return (
<Box key={fieldName} sx={{ display: "flex", flexDirection: "column", flex: { xs: '0 0 100%', sm: 1 }, minWidth: { sm: 200 } }}>
<Box sx={{ typography: "caption", mb: 0.5, color: "text.secondary" }}>
{field.label}
</Box>
{renderFilterInput(fieldName, field, options, raw, (key, val) =>
updateDraft(fieldName, key, val)
)}
</Box>
);
})}
</Box>
<Box sx={{ mt: 2, display: "flex", gap: 1 }}>
<Button variant="contained" onClick={handleApply}>
Apply
</Button>
<Button variant="outlined" onClick={handleClear}>
Clear
</Button>
</Box>
</Box>
)}
</Paper>
);
}

View File

@@ -1,10 +1,12 @@
import * as React from 'react';
import { Box, Typography, Paper, CircularProgress } from '@mui/material';
import { Box, Paper, CircularProgress } from '@mui/material';
import { ResourceConfig } from '../types/config';
import type { ResourceField } from '../types/config';
import { useResource } from '../hooks/useResource';
import GenericForm from './GenericForm';
import EnhancedTable from './EnhancedTable';
import { useParams, useLocation, useNavigate, Routes, Route } from 'react-router-dom';
import FilterBar from './FilterBar';
import { useParams, useLocation, useNavigate } from 'react-router-dom';
interface ResourceViewProps {
config: ResourceConfig;
@@ -13,36 +15,132 @@ interface ResourceViewProps {
import { GridPaginationModel } from '@mui/x-data-grid';
function getFilterDisplayFields(field: ResourceField): string[] {
if (!field.displayField) return [];
return (Array.isArray(field.displayField) ? field.displayField : [field.displayField]).filter(
(df): df is string => !!df
);
}
function applyClientFilters(
data: any[],
filters: Record<string, any>,
fields: Record<string, ResourceField>
): any[] {
const entries = Object.entries(filters).filter(([_, v]) => {
if (v == null || v === "" || (Array.isArray(v) && v.length === 0)) return false;
if (typeof v === "object" && !Array.isArray(v) && Object.values(v).every((x) => x == null || x === "")) return false;
return true;
});
if (entries.length === 0) return data;
return data.filter((item) =>
entries.every(([fieldName, filterValue]) => {
const field = fields[fieldName];
if (!field) return true;
const itemValue = item[fieldName];
if (typeof filterValue === "object" && !Array.isArray(filterValue)) {
if (field.type === "number") {
if (filterValue.min != null && filterValue.min !== "" && Number(itemValue) < Number(filterValue.min)) return false;
if (filterValue.max != null && filterValue.max !== "" && Number(itemValue) > Number(filterValue.max)) return false;
return true;
}
if (field.type === "datetime" || field.type === "date") {
const itemTime = new Date(itemValue).getTime();
if (filterValue.start && new Date(filterValue.start).getTime() > itemTime) return false;
if (filterValue.end && new Date(filterValue.end).getTime() < itemTime) return false;
return true;
}
return true;
}
if (Array.isArray(filterValue)) {
if (field.type === "array" && Array.isArray(itemValue)) {
return itemValue.some((el: any) => {
if (el != null && typeof el === "object") {
const dispFields = getFilterDisplayFields(field);
return dispFields.some((df) => filterValue.includes(String(el[df])));
}
return filterValue.includes(String(el));
});
}
if (itemValue && typeof itemValue === "object") {
const dispFields = getFilterDisplayFields(field);
const itemDisplay = dispFields.map((df) => itemValue[df]).filter((v) => v != null).join(" ");
return filterValue.includes(itemDisplay);
}
return filterValue.includes(String(itemValue));
}
if (!filterValue) return true;
if (field.type === "boolean") {
return String(itemValue) === filterValue;
}
if (field.type === "array" && Array.isArray(itemValue)) {
return itemValue.some((el: any) => {
if (el != null && typeof el === "object") {
const dispFields = getFilterDisplayFields(field);
return dispFields.some((df) => String(el[df]) === String(filterValue));
}
return String(el) === String(filterValue);
});
}
if (itemValue && typeof itemValue === "object") {
const dispFields = getFilterDisplayFields(field);
return dispFields.some((df) => String(itemValue[df]) === String(filterValue));
}
return String(itemValue) === String(filterValue);
})
);
}
export default function ResourceView({ config, onNavigateToResource }: ResourceViewProps) {
const { id } = useParams();
const location = useLocation();
const navigate = useNavigate();
const isCreate = location.pathname.endsWith('/create');
const isEdit = location.pathname.includes('/edit/');
const isView = !!id && !isEdit;
const isList = !id && !isCreate;
const isServer = config.filterOptions?.mode !== "client";
const [paginationModel, setPaginationModel] = React.useState<GridPaginationModel>({
page: 0,
pageSize: 10,
});
const [appliedFilters, setAppliedFilters] = React.useState<Record<string, any>>({});
const { useList, useRead, useCreate, useUpdate, useDelete } = useResource(config);
// Determine query parameters based on pagination config
const queryParams = React.useMemo(() => {
if (!config.pagination) return {};
if (!isServer) return { limit: 10000 };
return {
skip: paginationModel.page * paginationModel.pageSize,
limit: paginationModel.pageSize,
};
}, [config.pagination, paginationModel]);
}, [isServer, paginationModel]);
const listQuery = useList(queryParams);
const itemQuery = useRead(id || "");
const paginatedData = listQuery.data || { data: [], total: undefined };
const rawData = listQuery.data?.data || [];
const totalCount = listQuery.data?.total;
const filteredData = React.useMemo(
() => (isServer ? rawData : applyClientFilters(rawData, appliedFilters, config.fields)),
[isServer, rawData, appliedFilters, config.fields]
);
const createMutation = useCreate();
const updateMutation = useUpdate();
const deleteMutation = useDelete();
@@ -80,18 +178,31 @@ export default function ResourceView({ config, onNavigateToResource }: ResourceV
return (
<Box>
{isList ? (
<EnhancedTable
config={config}
data={paginatedData.data || []}
total={paginatedData.total}
paginationModel={paginationModel}
onPaginationModelChange={setPaginationModel}
loading={listQuery.isFetching}
onEdit={handleEdit}
onDelete={handleDelete}
onCreate={handleCreate}
onNavigateToResource={(res, id) => navigate(`/admin/${res}/${id}`)}
/>
<Box>
{!isServer && config.filterOptions?.fields && config.filterOptions.fields.length > 0 && (
<FilterBar
fields={config.fields}
filterableFields={config.filterOptions.fields}
mode={config.filterOptions?.mode || "server"}
data={rawData}
appliedValues={appliedFilters}
onApply={setAppliedFilters}
onClear={() => setAppliedFilters({})}
/>
)}
<EnhancedTable
config={config}
data={filteredData}
total={isServer ? totalCount : filteredData.length}
paginationModel={isServer ? paginationModel : undefined}
onPaginationModelChange={isServer ? setPaginationModel : undefined}
loading={listQuery.isFetching}
onEdit={handleEdit}
onDelete={handleDelete}
onCreate={handleCreate}
onNavigateToResource={(res, id) => navigate(`/admin/${res}/${id}`)}
/>
</Box>
) : (
<Paper sx={{ p: 4 }}>
<GenericForm

View File

@@ -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,

View File

@@ -1,7 +1,8 @@
export { default as Admin } from "./Admin";
export { api, auth, initializeApiClients } from "./api/client";
export { getAppConfig } from "./config";
export type { AppConfig, ResourceConfig, ResourceField } from "./types/config";
export type { AppConfig, ResourceConfig, ResourceField, ResourceMode } from "./types/config";
export { AppProvider } from "./providers/AppProvider";
export { ConfigContext, useConfig } from "./providers/ConfigContext";
export { useResource, useResourceByName } from "./hooks/useResource";
export { default as FilterBar } from "./components/FilterBar";

View File

@@ -20,8 +20,11 @@ export interface ResourceField {
displayField?: string | string[];
formatter?: (value: any) => string;
relation?: string; // Name of the target resource
filterType?: "autocomplete" | "multiselect" | "number-range" | "date-range";
}
export type ResourceMode = "server" | "client";
export interface ResourceConfig {
name: string;
label: string;
@@ -31,6 +34,10 @@ export interface ResourceConfig {
fields: Record<string, ResourceField>;
pagination?: boolean;
hidden?: boolean;
filterOptions?: {
mode?: ResourceMode;
fields?: string[];
};
}
export interface AppConfig {

View File

@@ -7,10 +7,15 @@ export interface FieldOverride {
displayField?: string | string[];
display?: boolean;
formatter?: (value: any) => string;
filterType?: "autocomplete" | "multiselect" | "number-range" | "date-range";
}
export interface ResourceOverride {
fields?: Record<string, FieldOverride>;
pagination?: boolean;
hidden?: boolean;
filterOptions?: {
mode?: "server" | "client";
fields?: string[];
};
}

View File

@@ -154,15 +154,21 @@ export async function loadConfigFromOpenApi(baseUrl: string, configuration: Reco
const resourceOverride = configuration[name] || {};
const fo = resourceOverride.filterOptions || {};
resources.push({
name,
label: schema.title || label,
pluralLabel: pluralLabel,
endpoint: listPath,
primaryKey: "id", // Strict default, no heuristics
primaryKey: "id",
fields,
pagination: resourceOverride.pagination,
hidden: resourceOverride.hidden,
filterOptions: {
mode: fo.mode || "server",
fields: fo.fields,
},
});
}

View File

@@ -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 +298,21 @@ 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: 'auto', minHeight: '2.5rem', py: 0.5 } }}
/>
</Box>
<Button
variant="contained"
size="large"

336
src/FetchRequests.tsx Normal file
View File

@@ -0,0 +1,336 @@
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 ContentCopyIcon from "@mui/icons-material/ContentCopy";
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>Fingerprint</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" }}>
<Box sx={{ display: "flex", alignItems: "center", gap: 0.5 }}>
{req.fingerprint}
<IconButton
size="small"
onClick={() => {
navigator.clipboard.writeText(req.fingerprint);
setSnackbar({ message: "Copied!", severity: "success" });
}}
sx={{ opacity: 0.5, '&:hover': { opacity: 1 } }}
>
<ContentCopyIcon sx={{ fontSize: 14 }} />
</IconButton>
</Box>
</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>
);
}

View File

@@ -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 ? (
<>

View File

@@ -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>
);

273
src/ReportSnapshots.tsx Normal file
View File

@@ -0,0 +1,273 @@
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 ContentCopyIcon from "@mui/icons-material/ContentCopy";
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 [ignoreSelf, setIgnoreSelf] = React.useState(true);
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({
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 = () => {
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 }}>
<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" }}>
<Box sx={{ display: "flex", alignItems: "center", gap: 0.5 }}>
{snap.snapshot_id}
<IconButton
size="small"
onClick={() => {
navigator.clipboard.writeText(snap.snapshot_id);
setSnackbar({ message: "Copied!", severity: "success" });
}}
sx={{ opacity: 0.5, '&:hover': { opacity: 1 } }}
>
<ContentCopyIcon sx={{ fontSize: 14 }} />
</IconButton>
</Box>
</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>
);
}

View File

@@ -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;
}

View File

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

View File

@@ -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;
},
});
}

View File

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

View File

@@ -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;
}

View File

@@ -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();
}

View File

@@ -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,
}
);
}

View File

@@ -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" },
];

View File

@@ -2,9 +2,14 @@ import { ResourceOverride } from "../react-openapi/types/overrides";
export const configuration: Record<string, ResourceOverride> = {
expenses: {
filterOptions: {
mode: "client",
fields: ["account", "payee", "tags", "occurred_at", "amount"],
},
fields: {
payee: {
displayField: "name",
filterType: "autocomplete",
},
payor: {
display: false,
@@ -12,11 +17,14 @@ export const configuration: Record<string, ResourceOverride> = {
},
account: {
displayField: "name",
filterType: "multiselect",
},
tags: {
displayField: ["name", "icon"],
filterType: "autocomplete",
},
occurred_at: {
filterType: "date-range",
formatter: (val: string) => {
const date = new Date(val);
const day = date.getDate();
@@ -34,15 +42,14 @@ export const configuration: Record<string, ResourceOverride> = {
return `${day}${suffix(day)} ${month} ${year}`;
}
},
amount: {
filterType: "number-range",
},
created_at: {
display: false
}
},
pagination: true,
},
reports: {
hidden: true
}
};
export const profileConfiguration = {