new Date() mis-read DD-MM-YYYY as MM-DD-YYYY, so multi-bucket periods
(e.g. merged inflow+outflow slices) re-derived cadence from garbage
dates — Aug Zomato showed 12.89 days instead of 0.76. Use the strict
parseOccurredAt() in the cadence branch and dateVal() so first/last
date merges order correctly too.
When the active bar dimension's own filter is unselected, the viewer sends payee=*/tags=* so bars show the whole distribution; explicit selections still slice normally.
Segmented pill control with sliding indicator; pills disabled when the
report has <=1 distinct value for that dim. Bars show top 10 by |sum|
in a fixed-height view paged by chevrons (hidden scrollbar); widths are
magnitude-based so all-outflow slices render correctly.
Replace hand-written GenerateReportPanel inputs with a generic loop over
extractFields("ReportQuery") + FormFieldRenderer; submit via
useResource("reports").create with server-side validation only.
react-openapi additions (all additive):
- lift items.enum into FieldConfig.enumValues for array-of-enum props
- extract schema `default` into FieldConfig.defaultValue
- new MultiEnumField renderer dispatched for isArray && enumValues
- FKFieldConfig.value: bind option values to a target property instead
of the primary key (account names); sanitize-payload skips resolveFk
when set
- new useFkFieldOptions hook encapsulating FK option loading/prefetch
- export extractFields, useFkFieldOptions, MultiEnumField
Drop now-unused granularityOptions/groupDimOptions helpers.
Replace the dated First/Last pills with a Cadence metric computed from
consecutive transaction dates (mirrors backend ReportMetrics.cadence_days)
and render the group stats as spaced StatCards (Sum/Avg/Min/Max/Cadence)
in the collapsed accordion header, matching the Outflows/Inflows layout.
Move the Sum/Count/Avg/Min/Max/First/Last metric row from inside the
expanded accordion details into the accordion summary as a second row,
so group stats are visible while the group is collapsed. Second row
renders compact label-value pairs instead of pills; summary content is
now a two-row column.
Export FkMultiSelectField from react-openapi and use it directly in the
report viewer for the Period/Payee dimension filters instead of the
custom OptionMultiSelect component, gaining the admin panel's QoL
behavior (no close-on-click, selected-first with tick marks, chips).
Feed it fabricated FieldConfigs plus fkOptions derived from the report's
metadata.group_options; delete the standalone OptionMultiSelect.
Compute Sum/Count/Avg/Min/Max/First/Last per accordion group in the
report view (mirroring backend ReportMetrics.compute_metrics signed
semantics) via new computeTxnMetrics helper and a showMetrics prop on
TransactionList. Remove the now-redundant top-level metric strip from
ReportViewer and restore its Outflows/Inflows/Transactions stat cards.
Make the outer accordion grouping in TransactionList granularity-aware
instead of hardcoded months. TransactionList accepts a granularity prop
(weekly/monthly/quarterly/yearly, default monthly); ReportViewer passes
the report's granularity so a weekly report buckets transactions by ISO
week, quarterly by quarter, yearly by year. Expense page keeps monthly
grouping. Add periodKey/periodLabel/groupByPeriod/toPeriodGranularity to
src/common/utils/transactions.ts and drop the dead groupByMonth/
GroupedMonth helpers.
Add two-layer grouping to the shared transaction list: each month
accordion now renders one card per occurred_at date (most recent first)
with a date label and txn count header, nesting the usual transaction
rows inside. Add dateLabel + groupByDate helpers to src/common and use
them in TransactionList. Month accordions, scroll pill/menu, and month
totals are unchanged.
Collapse the Expenses page into a single src/Expense.tsx file and rename
the Reports page to src/Reports/Report.tsx, extracting their shared
transaction-list UI, date/grouping helpers, field configs, and types
into an expense/report-agnostic src/common module. Update ReportViewer
and GenerateReportPanel to consume the shared components, rewire
main.jsx imports, and remove the old src/Expense/ folder and
src/Reports/Reports.tsx.
Add a /reports page built on react-openapi's runtime configs:
- inline generate panel (GroupSpec enum, prefetched payee picker,
strict DD-MM-YYYY range, 400 surfacing)
- metadata report list with view/regenerate/delete
- viewer that slices the cached per-entity payload via
metadata.group_options, aggregates metrics + txns, pivots
period x payee, and renders month accordions
- route + nav entry; no hand-rolled schema duplication
