2026-08-21 14:16:36 +00:00
25 changed files with 1932 additions and 254 deletions
--- a/react-openapi/index.ts
+++ b/react-openapi/index.ts
@@ -5,7 +5,12 @@ export { useAppContext } from "./src/context/AppContext";
 export { useResource } from "./src/context/useResource";
 export { ListCellRenderer, DetailFieldRenderer, applyDisplayFormat } from "./src/components/fields";
 export { FormFieldRenderer } from "./src/components/fields/FormFieldRenderer";
+export { MultiEnumField } from "./src/components/fields/renderers/MultiEnumField";
+export { extractFields } from "./src/transformers/field-config";
+export { useFkFieldOptions } from "./src/hooks/useFkFieldOptions";
+export type { FkOption } from "./src/hooks/useFkFieldOptions";
 export { CurrencyField, formatCurrency } from "./src/components/fields/renderers/CurrencyField";
+export { FkMultiSelectField } from "./src/components/fields/renderers/FkMultiSelectField";
 export { SseStreamView } from "./src/components/SseStreamView";
 export { SseConnectionStatus } from "./src/components/SseConnectionStatus";
 export { getApi } from "./src/hooks/useApi";
--- a/react-openapi/src/components/fields/FormFieldRenderer.tsx
+++ b/react-openapi/src/components/fields/FormFieldRenderer.tsx
@@ -6,6 +6,7 @@ import { NumberField } from "./renderers/NumberField";
 import { DateField } from "./renderers/DateField";
 import { BooleanField } from "./renderers/BooleanField";
 import { EnumField } from "./renderers/EnumField";
+import { MultiEnumField } from "./renderers/MultiEnumField";
 import { FkSelectField } from "./renderers/FkSelectField";
 import { FkMultiSelectField } from "./renderers/FkMultiSelectField";
 import { FileUploadField } from "./renderers/FileUploadField";
@@ -81,6 +82,17 @@ export function FormFieldRenderer({ field, value, onChange, error, fkOptions, fk
    );
  }

+  if (field.isArray && field.enumValues) {
+    return (
+      <MultiEnumField
+        field={field}
+        value={value}
+        onChange={onChange}
+        error={error}
+      />
+    );
+  }
+
  if (field.enumValues) {
    return (
      <EnumField
--- a/react-openapi/src/components/fields/index.ts
+++ b/react-openapi/src/components/fields/index.ts
@@ -3,4 +3,5 @@ export { ListCellRenderer } from "./ListCellRenderer";
 export { DetailFieldRenderer } from "./DetailFieldRenderer";
 export { applyDisplayFormat } from "./utils";
 export { JsonField } from "./renderers/JsonField";
+export { MultiEnumField } from "./renderers/MultiEnumField";
 export { CurrencyField, formatCurrency } from "./renderers/CurrencyField";
--- a/react-openapi/src/components/fields/renderers/MultiEnumField.tsx
+++ b/react-openapi/src/components/fields/renderers/MultiEnumField.tsx
@@ -0,0 +1,59 @@
+import React from "react";
+import { Autocomplete, TextField, Chip, Box } from "@mui/material";
+import DoneIcon from "@mui/icons-material/Done";
+import type { FieldConfig } from "../../../types";
+
+interface Props {
+  field: FieldConfig;
+  value: any;
+  onChange: (value: any[]) => void;
+  error?: string;
+}
+
+export function MultiEnumField({ field, value, onChange, error }: Props) {
+  const selected: string[] = Array.isArray(value) ? value : [];
+
+  return (
+    <Autocomplete
+      multiple
+      disableCloseOnSelect
+      size="small"
+      options={field.enumValues ?? []}
+      value={selected}
+      onChange={(_, newVal) => onChange(newVal)}
+      renderOption={(props, option, { selected: isSelected }) => {
+        const { key, ...rest } = props as any;
+        return (
+          <li key={key} {...rest}>
+            {isSelected ? (
+              <DoneIcon sx={{ fontSize: 14, mr: 1, color: "primary.main" }} />
+            ) : (
+              <Box sx={{ width: 22, mr: 1 }} />
+            )}
+            {option}
+          </li>
+        );
+      }}
+      renderTags={(tagValue, getTagProps) =>
+        tagValue.map((tag, index) => {
+          const { key, ...tagProps } = getTagProps({ index });
+          return <Chip key={key} {...tagProps} label={tag} size="small" />;
+        })
+      }
+      renderInput={(params) => (
+        <TextField
+          {...params}
+          label={field.label}
+          placeholder={field.description || undefined}
+          error={!!error}
+          helperText={error || field.description || undefined}
+          size="small"
+        />
+      )}
+      sx={{
+        "& .MuiAutocomplete-popupIndicator, & .MuiAutocomplete-clearIndicator": { width: 20, height: 20, fontSize: 16 },
+      }}
+      disabled={field.readOnly}
+    />
+  );
+}
--- a/react-openapi/src/hooks/useApi.ts
+++ b/react-openapi/src/hooks/useApi.ts
@@ -3,6 +3,24 @@ import axios, { AxiosInstance } from "axios";
 let apiClient: AxiosInstance | null = null;
 let _onUnauthorized: (() => void) | undefined;

+function serializeParams(params: Record<string, any>): string {
+  const searchParams = new URLSearchParams();
+  for (const [key, value] of Object.entries(params ?? {})) {
+    if (value === undefined || value === null) continue;
+    if (Array.isArray(value)) {
+      for (const item of value) searchParams.append(key, String(item));
+    } else if (typeof value === "object") {
+      for (const [nestedKey, nestedValue] of Object.entries(value)) {
+        if (nestedValue === undefined || nestedValue === null) continue;
+        searchParams.append(`${key}[${nestedKey}]`, String(nestedValue));
+      }
+    } else {
+      searchParams.append(key, String(value));
+    }
+  }
+  return searchParams.toString();
+}
+
 export function initApi(baseUrl: string, getToken?: () => string | null, onUnauthorized?: () => void): AxiosInstance {
  if (apiClient && apiClient.defaults.baseURL === baseUrl) {
    _onUnauthorized = onUnauthorized;
@@ -14,6 +32,7 @@ export function initApi(baseUrl: string, getToken?: () => string | null, onUnaut
  apiClient = axios.create({
    baseURL: baseUrl,
    headers: { "Content-Type": "application/json" },
+    paramsSerializer: serializeParams,
  });

  apiClient.interceptors.request.use((config) => {
--- a/react-openapi/src/hooks/useFkFieldOptions.ts
+++ b/react-openapi/src/hooks/useFkFieldOptions.ts
@@ -0,0 +1,82 @@
+import { useCallback, useEffect, useState } from "react";
+import type { FieldConfig, FKFieldConfig } from "../types";
+import { useAppContext } from "../context/AppContext";
+import { getApi } from "./useApi";
+
+export interface FkOption {
+  value: any;
+  label: string;
+}
+
+function applyFormat(obj: any, format: string): string {
+  if (!obj || typeof obj !== "object") return String(obj ?? "");
+  return format.replace(/\{(\w+)\}/g, (_, key) => String(obj[key] ?? ""));
+}
+
+/**
+ * Loads select options for FK-annotated fields of a field set.
+ * Option values bind to `fk.value` when set (e.g. account names),
+ * otherwise to the target resource's primary key.
+ */
+export function useFkFieldOptions(fields: FieldConfig[]) {
+  const { resources } = useAppContext();
+  const [fkOptions, setFkOptions] = useState<Record<string, FkOption[]>>({});
+  const [fkLoading, setFkLoading] = useState<Record<string, boolean>>({});
+
+  const loadFkOptions = useCallback(
+    async (fieldName: string, fk: FKFieldConfig) => {
+      setFkLoading((prev) => ({ ...prev, [fieldName]: true }));
+      try {
+        const targetRes = resources.find((r) => r.name === fk.resource);
+        if (!targetRes) return;
+
+        const api = getApi();
+        const params: Record<string, any> = {};
+        if (targetRes.pagination) params.limit = 0;
+        const res = await api.get(targetRes.path, { params });
+
+        let items: any[];
+        if (targetRes.pagination) {
+          if (!res.data || typeof res.data !== "object" || !Array.isArray(res.data.items)) {
+            throw new Error(`Expected paginated response from ${targetRes.path}`);
+          }
+          items = res.data.items;
+        } else {
+          if (!Array.isArray(res.data)) {
+            throw new Error(`Expected array response from ${targetRes.path}`);
+          }
+          items = res.data;
+        }
+
+        const opts: FkOption[] = items.map((item: any) => ({
+          value: item[fk.value ?? targetRes.primaryKey],
+          label: applyFormat(item, targetRes.displayFormat),
+        }));
+        setFkOptions((prev) => ({ ...prev, [fieldName]: opts }));
+      } catch {
+        // leave options empty; the field renders without suggestions
+      } finally {
+        setFkLoading((prev) => ({ ...prev, [fieldName]: false }));
+      }
+    },
+    [resources]
+  );
+
+  useEffect(() => {
+    fields.forEach((f) => {
+      if (f.fk?.prefetch) loadFkOptions(f.name, f.fk);
+    });
+  }, [fields, loadFkOptions]);
+
+  const loadFkOnOpen = useCallback(
+    (fieldName: string) => {
+      const field = fields.find((f) => f.name === fieldName);
+      if (field?.fk && !field.fk.prefetch && !fkOptions[fieldName]) {
+        loadFkOptions(fieldName, field.fk);
+      }
+    },
+    [fields, fkOptions, loadFkOptions]
+  );
+
+  return { fkOptions, fkLoading, loadFkOnOpen };
+}
--- a/react-openapi/src/transformers/field-config.ts
+++ b/react-openapi/src/transformers/field-config.ts
@@ -136,7 +136,10 @@ export function extractFields(schemaName: string, schema: any, schemas: Record<s
        sortable: prop["x-sortable"] ?? false,
        readOnly: prop.readOnly ?? false,
        required: requiredFields.includes(name),
-        enumValues: prop.enum,
+        // Lift enum constraints from array items so arrays-of-enum can render
+        // as multi-selects (e.g. ReportQuery.granularities).
+        enumValues: prop.enum ?? (prop.type === "array" ? prop.items?.enum : undefined),
+        defaultValue: prop.default,
        fk: prop["x-fk"],
        uiType: prop["x-ui-type"],
        uploadUrl: prop["x-upload-url"],
--- a/react-openapi/src/types.ts
+++ b/react-openapi/src/types.ts
@@ -85,6 +85,8 @@ export interface ResourceConfig {
 export interface FKFieldConfig {
  resource: string;
  prefetch: boolean;
+  /** Target property used as the wire value (defaults to the target's primary key). */
+  value?: string;
 }

 export interface OneOfOption {
@@ -106,6 +108,8 @@ export interface FieldConfig {
  readOnly: boolean;
  required: boolean;
  enumValues?: string[];
+  /** Schema-level `default` used to seed create-form state. */
+  defaultValue?: any;
  fk?: FKFieldConfig;
  uiType?: string;
  uploadUrl?: string;
--- a/react-openapi/src/utils/sanitize-payload.ts
+++ b/react-openapi/src/utils/sanitize-payload.ts
@@ -29,7 +29,9 @@ export async function sanitizePayload(

    const val = result[key];

-    if (field.fk) {
+    // FK fields whose wire value is a plain target property (fk.value, e.g.
+    // account names) are already in wire format — no id→object resolution.
+    if (field.fk && !field.fk.value) {
      if (val == null || val === "") {
        result[key] = null;
      } else if (resolveFk) {
--- a/src/Expense/Expense.tsx
+++ b/src/Expense/Expense.tsx
@@ -10,32 +10,15 @@ import {
 } from "@mui/material";
 import ReceiptLongIcon from "@mui/icons-material/ReceiptLong";
 import { useNavigate } from "react-router-dom";
-import { useResource, useAppContext, formatCurrency } from "../../react-openapi";
-import { PageHeader } from "../ui/PageHeader";
-import { EmptyState } from "../ui/EmptyState";
-import { ExpenseList } from "./ExpenseList";
-import { ExpenseItem, ExpenseFieldConfigs, isExpense, currentMonthKey, monthKey, monthLabel, parseOccurredAt } from "./types";
-
-function StatCard({ label, value, hint }: { label: string; value: string; hint?: string }) {
-  return (
-    <Paper
-      variant="outlined"
-      sx={{ p: 2.5, borderRadius: 3, flex: 1, minWidth: 180 }}
-    >
-      <Typography variant="caption" color="text.secondary" sx={{ textTransform: "uppercase", letterSpacing: "0.05em" }}>
-        {label}
-      </Typography>
-      <Typography variant="h5" fontWeight={700} sx={{ mt: 0.5, letterSpacing: "-0.02em" }}>
-        {value}
-      </Typography>
-      {hint && (
-        <Typography variant="caption" color="text.secondary">
-          {hint}
-        </Typography>
-      )}
-    </Paper>
-  );
-}
+import { useResource, useAppContext, formatCurrency } from "../react-openapi";
+import { PageHeader } from "./ui/PageHeader";
+import { EmptyState } from "./ui/EmptyState";
+import { StatCard } from "./common/components/StatCard";
+import { TransactionList } from "./common/components/TransactionList";
+import { buildTxnFieldConfigs } from "./common/utils/fieldConfigs";
+import { isExpense } from "./common/utils/transactions";
+import { currentMonthKey, monthKey, monthLabel, parseOccurredAt } from "./common/utils/dates";
+import type { ExpenseItem } from "./common/types";

 export default function Expense() {
  const navigate = useNavigate();
@@ -43,33 +26,7 @@ export default function Expense() {
  const { resources } = useAppContext();
  const [items, setItems] = useState<ExpenseItem[] | null>(null);

-  const fieldConfigs = useMemo<ExpenseFieldConfigs | null>(() => {
-    if (!resource) return null;
-    const find = (name: string) => resource.fields.find((f) => f.name === name);
-    const entity = find("entity");
-    const amount = find("amount");
-    const account = find("account");
-    const tags = find("tags");
-    const occurredAt = find("occurred_at");
-    const entitiesRes = resources.find((r) => r.name === "entities");
-    const accountsRes = resources.find((r) => r.name === "accounts");
-    const tagsRes = resources.find((r) => r.name === "tags");
-    const logo = entitiesRes?.fields.find((f) => f.name === "logo");
-    if (!entity || !amount || !account || !tags || !occurredAt || !logo) return null;
-    return {
-      entity,
-      amount,
-      account,
-      tags,
-      occurredAt,
-      logo,
-      formats: {
-        entity: entitiesRes?.displayFormat ?? "{name}",
-        account: accountsRes?.displayFormat ?? "{name}",
-        tags: tagsRes?.displayFormat ?? "{name}",
-      },
-    };
-  }, [resource, resources]);
+  const fieldConfigs = useMemo(() => buildTxnFieldConfigs(resources), [resources]);

  useEffect(() => {
    let mounted = true;
@@ -80,7 +37,7 @@ export default function Expense() {
    return () => {
      mounted = false;
    };
-  }, []);
+  }, [list]);

  const sorted = useMemo(
    () =>
@@ -153,15 +110,15 @@ export default function Expense() {
        <>
          <Box sx={{ display: "flex", gap: 2, flexWrap: "wrap", mb: 4 }}>
            <StatCard
-              label="Total spent"
+              label="Outflows"
              value={formatCurrency(summary.totalSpent, summary.currency)}
              hint={`${summary.monthItems.length} transaction${summary.monthItems.length === 1 ? "" : "s"} this month`}
            />
            <StatCard label="This month" value={formatCurrency(summary.monthTotal, summary.currency)} hint={summary.thisMonth} />
-            <StatCard label="Income" value={formatCurrency(summary.totalIncome, summary.currency)} />
+            <StatCard label="Inflows" value={formatCurrency(summary.totalIncome, summary.currency)} />
          </Box>

-          {fieldConfigs && <ExpenseList items={sorted} fields={fieldConfigs} />}
+          {fieldConfigs && <TransactionList items={sorted} fields={fieldConfigs} />}
        </>
      )}
    </Container>
--- a/src/Expense/types.ts
+++ b/src/Expense/types.ts
@@ -1,65 +0,0 @@
-import type { FieldConfig } from "../../react-openapi";
-
-export interface ExpenseItem {
-  id: string;
-  entity?: { name?: string; type?: string; logo?: string } | null;
-  amount: number;
-  account?: { name?: string; number?: string; type?: string; currency?: string } | null;
-  tags?: { icon?: string; name?: string }[];
-  occurred_at?: string;
-  created_at?: string;
-  updated_at?: string;
-}
-
-export interface ExpenseFieldConfigs {
-  entity: FieldConfig;
-  amount: FieldConfig;
-  account: FieldConfig;
-  tags: FieldConfig;
-  occurredAt: FieldConfig;
-  logo: FieldConfig;
-  formats: {
-    entity: string;
-    account: string;
-    tags: string;
-  };
-}
-
-export function isExpense(item: ExpenseItem): boolean {
-  return (item.amount ?? 0) < 0;
-}
-
-export function parseOccurredAt(value?: string): Date {
-  const m = value?.match(/^(\d{2})-(\d{2})-(\d{4})$/);
-  if (!m) {
-    throw new Error(`Expense occurred_at is not DD-MM-YYYY: ${value}`);
-  }
-  const [, dd, mm, yyyy] = m;
-  const d = new Date(Number(yyyy), Number(mm) - 1, Number(dd));
-  if (
-    Number.isNaN(d.getTime()) ||
-    d.getDate() !== Number(dd) ||
-    d.getMonth() !== Number(mm) - 1 ||
-    d.getFullYear() !== Number(yyyy)
-  ) {
-    throw new Error(`Invalid expense occurred_at date: ${value}`);
-  }
-  return d;
-}
-
-export function monthKey(value?: string): string {
-  const d = parseOccurredAt(value);
-  return `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, "0")}`;
-}
-
-export function currentMonthKey(): string {
-  const now = new Date();
-  return `${now.getFullYear()}-${String(now.getMonth() + 1).padStart(2, "0")}`;
-}
-
-export function monthLabel(key: string): string {
-  const [y, m] = key.split("-").map(Number);
-  if (!y || !m) return key;
-  const d = new Date(y, m - 1, 1);
-  return d.toLocaleDateString("en-IN", { month: "long", year: "numeric" });
-}
--- a/src/Header.tsx
+++ b/src/Header.tsx
@@ -34,6 +34,7 @@ interface HeaderProps {
 const NAV_LINKS = [
  { label: "Home", path: "/" },
  { label: "Expenses", path: "/expenses" },
+  { label: "Reports", path: "/reports" },
  { label: "Fetch Requests", path: "/fetch-requests" },
 ];

--- a/src/Reports/GenerateReportPanel.tsx
+++ b/src/Reports/GenerateReportPanel.tsx
@@ -0,0 +1,126 @@
+import React, { useCallback, useEffect, useMemo, useState } from "react";
+import {
+  Box,
+  Paper,
+  Typography,
+  Button,
+  Grid,
+  Alert,
+} from "@mui/material";
+import AddIcon from "@mui/icons-material/Add";
+import {
+  useResource,
+  useAppContext,
+  FormFieldRenderer,
+  extractFields,
+  useFkFieldOptions,
+} from "../../react-openapi";
+import type { FieldConfig } from "../../react-openapi";
+import { useToast } from "../ui/Toast";
+import { apiErrorMessage } from "./types";
+
+interface GenerateReportPanelProps {
+  onGenerated: (report: any) => void;
+}
+
+export function GenerateReportPanel({ onGenerated }: GenerateReportPanelProps) {
+  const { schemas } = useAppContext();
+  const { create, loading: submitting } = useResource("reports");
+  const { showToast } = useToast();
+
+  const [formData, setFormData] = useState<Record<string, any>>({});
+  const [error, setError] = useState<string | null>(null);
+
+  const fields: FieldConfig[] = useMemo(() => {
+    const schema = schemas?.ReportQuery;
+    if (!schema) return [];
+    return extractFields("ReportQuery", schema, schemas).sort(
+      (a, b) => a.order - b.order || a.name.localeCompare(b.name)
+    );
+  }, [schemas]);
+
+  const { fkOptions, fkLoading, loadFkOnOpen } = useFkFieldOptions(fields);
+
+  useEffect(() => {
+    setFormData((prev) => {
+      const next = { ...prev };
+      let changed = false;
+      for (const f of fields) {
+        if (next[f.name] === undefined && f.defaultValue !== undefined) {
+          next[f.name] = Array.isArray(f.defaultValue) ? [...f.defaultValue] : f.defaultValue;
+          changed = true;
+        }
+      }
+      return changed ? next : prev;
+    });
+  }, [fields]);
+
+  const handleChange = useCallback((name: string, value: any) => {
+    setFormData((prev) => ({ ...prev, [name]: value }));
+    setError(null);
+  }, []);
+
+  const buildPayload = (): Record<string, any> => {
+    const payload: Record<string, any> = {};
+    for (const f of fields) {
+      const v = formData[f.name];
+      if (v === undefined || v === null || v === "") continue;
+      if (Array.isArray(v) && v.length === 0) continue;
+      payload[f.name] = v;
+    }
+    return payload;
+  };
+
+  const handleSubmit = async (e: React.FormEvent) => {
+    e.preventDefault();
+    setError(null);
+    try {
+      const created = await create(buildPayload());
+      showToast(`Generated snapshot ${created?.name ? `“${created.name}”` : ""}`.trim() || "Generated snapshot");
+      onGenerated(created);
+    } catch (e: any) {
+      setError(apiErrorMessage(e));
+    }
+  };
+
+  return (
+    <Paper variant="outlined" sx={{ p: 2.5, borderRadius: 3, mb: 4 }}>
+      <Typography variant="h6" fontWeight={700} sx={{ letterSpacing: "-0.01em" }}>
+        Generate report
+      </Typography>
+      <Typography variant="body2" color="text.secondary" sx={{ mt: 0.5, mb: 2 }}>
+        Define the snapshot's scope. Granularity, payee and tag are sliced at view time — the cube is built once and
+        every combination stays cheap to read.
+      </Typography>
+
+      {error && (
+        <Alert severity="error" sx={{ mb: 2, borderRadius: 2 }}>
+          {error}
+        </Alert>
+      )}
+
+      <Box component="form" onSubmit={handleSubmit}>
+        <Grid container spacing={2}>
+          {fields.map((field) => (
+            <Grid item xs={12} sm={6} md={4} key={field.name}>
+              <FormFieldRenderer
+                field={field}
+                value={formData[field.name]}
+                onChange={(val) => handleChange(field.name, val)}
+                fkOptions={fkOptions[field.name]}
+                fkLoading={fkLoading[field.name]}
+                onFkOpen={loadFkOnOpen}
+              />
+            </Grid>
+          ))}
+        </Grid>
+
+        <Box sx={{ mt: 2, display: "flex", justifyContent: "flex-end" }}>
+          <Button type="submit" variant="contained" startIcon={<AddIcon />} disabled={submitting}>
+            {submitting ? "Generating…" : "Generate"}
+          </Button>
+        </Box>
+      </Box>
+    </Paper>
+  );
+}
--- a/src/Reports/Report.tsx
+++ b/src/Reports/Report.tsx
@@ -0,0 +1,184 @@
+import React, { useCallback, useEffect, useMemo, useState } from "react";
+import {
+  Container,
+  Box,
+  Paper,
+  Typography,
+  Alert,
+  Accordion,
+  AccordionSummary,
+  AccordionDetails,
+} from "@mui/material";
+import ExpandMoreIcon from "@mui/icons-material/ExpandMore";
+import AssessmentIcon from "@mui/icons-material/Assessment";
+import { useResource, useAppContext } from "../../react-openapi";
+import { useToast } from "../ui/Toast";
+import { PageHeader } from "../ui/PageHeader";
+import { EmptyState } from "../ui/EmptyState";
+import { StatCard } from "../common/components/StatCard";
+import { buildTxnFieldConfigs } from "../common/utils/fieldConfigs";
+import { GenerateReportPanel } from "./GenerateReportPanel";
+import { ReportList } from "./ReportList";
+import { ReportViewer } from "./ReportViewer";
+import { apiErrorMessage, buildReportFieldConfigs } from "./types";
+
+export default function Report() {
+  const { resources } = useAppContext();
+  const { showToast } = useToast();
+  const { list, loading, error } = useResource("reports");
+  const { create, remove } = useResource("reports");
+
+  const [reports, setReports] = useState<any[] | null>(null);
+  const [selectedId, setSelectedId] = useState<string | null>(null);
+  const [viewerVersion, setViewerVersion] = useState(0);
+
+  const reportFields = useMemo(() => buildReportFieldConfigs(resources), [resources]);
+  const txnFields = useMemo(() => buildTxnFieldConfigs(resources), [resources]);
+
+  const load = useCallback(async () => {
+    const res = await list({ limit: 200 });
+    setReports(res.items ?? []);
+  }, [list]);
+
+  useEffect(() => {
+    load();
+  }, [load]);
+
+  const handleGenerated = useCallback(
+    (created: any) => {
+      load();
+      if (created?.id) setSelectedId(created.id);
+    },
+    [load],
+  );
+
+  const handleRegenerate = useCallback(
+    async (report: any) => {
+      try {
+        const created = await create(report.query ?? {});
+        showToast("Report regenerated");
+        setSelectedId(created?.id ?? report.id);
+        setViewerVersion((v) => v + 1);
+        load();
+      } catch (e: any) {
+        showToast(apiErrorMessage(e), "error");
+      }
+    },
+    [create, load, showToast],
+  );
+
+  const handleDelete = useCallback(
+    async (id: string) => {
+      try {
+        await remove(id);
+        showToast("Report deleted");
+        if (selectedId === id) setSelectedId(null);
+        load();
+      } catch (e: any) {
+        showToast(apiErrorMessage(e), "error");
+      }
+    },
+    [remove, load, selectedId, showToast],
+  );
+
+  const summary = useMemo(() => {
+    const rows = reports ?? [];
+    const granularities = new Set<string>();
+    for (const r of rows) for (const g of r.query?.granularities ?? []) granularities.add(g);
+    return { count: rows.length, granularities: [...granularities].join(", ") };
+  }, [reports]);
+
+  return (
+    <Container maxWidth="lg" sx={{ py: 4 }}>
+      <PageHeader
+        crumbs={[{ label: "Home", path: "/" }, { label: "Reports" }]}
+        title="Reports"
+        subtitle="Build an immutable snapshot cube once, then slice by granularity, period, payee and tag at view time."
+      />
+
+      {error && (
+        <Alert severity="error" sx={{ mb: 3, borderRadius: 2 }}>
+          Failed to load reports: {error}
+        </Alert>
+      )}
+
+      <Box sx={{ display: "flex", gap: 2, flexWrap: "wrap", mb: 4 }}>
+        <StatCard label="Reports" value={summary.count.toLocaleString("en-IN")} />
+        <StatCard label="Granularities covered" value={summary.granularities || "—"} />
+      </Box>
+
+      <GenerateReportPanel onGenerated={handleGenerated} />
+
+      <Accordion
+        disableGutters
+        defaultExpanded
+        sx={{
+          border: "1px solid",
+          borderColor: "divider",
+          borderRadius: 2,
+          overflow: "hidden",
+          boxShadow: "none",
+          backgroundColor: "background.paper",
+          "&:before": { display: "none" },
+          mb: 4,
+        }}
+      >
+        <AccordionSummary
+          expandIcon={<ExpandMoreIcon />}
+          sx={{
+            px: 2.5,
+            py: 1,
+            "& .MuiAccordionSummary-content": {
+              alignItems: "center",
+              gap: 1.5,
+              minWidth: 0,
+            },
+          }}
+        >
+          <Typography variant="h6" fontWeight={700} sx={{ letterSpacing: "-0.01em" }}>
+            Saved reports
+          </Typography>
+          {reports !== null && (
+            <Typography variant="caption" color="text.secondary">
+              {reports.length} report{reports.length === 1 ? "" : "s"}
+            </Typography>
+          )}
+        </AccordionSummary>
+        <AccordionDetails sx={{ px: 2.5, pb: 2.5, pt: 0 }}>
+          {reports !== null && reports.length === 0 ? (
+            <Paper variant="outlined" sx={{ borderRadius: 3 }}>
+              <EmptyState
+                icon={<AssessmentIcon />}
+                title="No reports yet"
+                description="Generate your first snapshot above — choose granularities and grouping dimensions, then slice the cached cube by period, payee and tag."
+              />
+            </Paper>
+          ) : (
+            <Box sx={{ display: "flex", flexDirection: "column", gap: 2.5 }}>
+              <ReportList
+                reports={reports ?? []}
+                loading={loading}
+                fields={reportFields}
+                selectedId={selectedId}
+                onView={(id) => setSelectedId(id)}
+                onRegenerate={handleRegenerate}
+                onDelete={handleDelete}
+              />
+            </Box>
+          )}
+        </AccordionDetails>
+      </Accordion>
+
+      {selectedId && (
+        <ReportViewer
+          key={selectedId}
+          id={selectedId}
+          version={viewerVersion}
+          fields={txnFields}
+          onClose={() => setSelectedId(null)}
+          onRegenerated={handleRegenerate}
+        />
+      )}
+    </Container>
+  );
+}
--- a/src/Reports/ReportList.tsx
+++ b/src/Reports/ReportList.tsx
@@ -0,0 +1,116 @@
+import React from "react";
+import { Box, Paper, Typography, Button, IconButton, Skeleton, Tooltip } from "@mui/material";
+import DeleteOutlineIcon from "@mui/icons-material/DeleteOutline";
+import VisibilityIcon from "@mui/icons-material/Visibility";
+import CachedIcon from "@mui/icons-material/Cached";
+import { ListCellRenderer } from "../../react-openapi";
+import type { ReportFieldConfigs } from "./types";
+
+interface ReportListProps {
+  reports: any[];
+  loading: boolean;
+  fields: ReportFieldConfigs | null;
+  selectedId: string | null;
+  onView: (id: string) => void;
+  onRegenerate: (report: any) => void;
+  onDelete: (id: string) => void;
+}
+
+export function ReportList({ reports, loading, fields, selectedId, onView, onRegenerate, onDelete }: ReportListProps) {
+  if (loading && reports.length === 0) {
+    return (
+      <Box sx={{ display: "flex", flexDirection: "column", gap: 1.5 }}>
+        {[0, 1, 2].map((i) => (
+          <Skeleton key={i} variant="rounded" height={88} sx={{ borderRadius: 2 }} />
+        ))}
+      </Box>
+    );
+  }
+
+  return (
+    <Box sx={{ display: "flex", flexDirection: "column", gap: 1.5 }}>
+      {reports.map((report) => {
+        const q = report.query ?? {};
+        const range = q.start_date || q.end_date ? `range ${q.start_date || "…"} → ${q.end_date || "…"}` : null;
+        const dims = Array.isArray(q.group_dims) ? q.group_dims.join(", ") : "";
+        const granularities = Array.isArray(q.granularities) ? q.granularities.join(", ") : "";
+        const accounts = Array.isArray(q.accounts) ? `${q.accounts.length} account${q.accounts.length === 1 ? "" : "s"}` : "all accounts";
+        const amounts =
+          q.min_amount != null || q.max_amount != null
+            ? `amount ${q.min_amount ?? "0"} → ${q.max_amount ?? "∞"}`
+            : null;
+        return (
+          <Paper
+            key={report.id}
+            variant="outlined"
+            sx={{
+              p: 2,
+              borderRadius: 2,
+              borderColor: selectedId === report.id ? "primary.main" : "divider",
+              transition: "border-color 160ms ease",
+              "&:hover": { borderColor: "primary.light" },
+            }}
+          >
+            <Box sx={{ display: "flex", alignItems: "center", gap: 2, flexWrap: "wrap" }}>
+              <Box sx={{ flex: "1 1 260px", minWidth: 0 }}>
+                <Typography variant="body1" fontWeight={600} noWrap sx={{ fontSize: "0.9375rem" }}>
+                  {report.name || report.id}
+                </Typography>
+                <Box sx={{ display: "flex", alignItems: "center", gap: 1, flexWrap: "wrap", mt: 0.25 }}>
+                  <Typography variant="caption" color="text.secondary">
+                    {granularities}
+                  </Typography>
+                  <Typography variant="caption" color="text.disabled">
+                    /
+                  </Typography>
+                  <Typography variant="caption" color="text.secondary">
+                    {dims}
+                  </Typography>
+                  {range && (
+                    <Typography variant="caption" color="text.disabled">
+                      {range}
+                    </Typography>
+                  )}
+                </Box>
+                <Box sx={{ display: "flex", gap: 1.5, mt: 0.5 }}>
+                  <Typography variant="caption" color="text.secondary">
+                    {accounts}
+                  </Typography>
+                  {amounts && (
+                    <Typography variant="caption" color="text.secondary">
+                      {amounts}
+                    </Typography>
+                  )}
+                  {fields && (
+                    <Box sx={{ color: "text.secondary" }}>
+                      <ListCellRenderer field={fields.generatedAt} value={report.generated_at} />
+                    </Box>
+                  )}
+                </Box>
+              </Box>
+
+              <Box sx={{ display: "flex", gap: 0.5, flexShrink: 0 }}>
+                <Button size="small" variant="contained" startIcon={<VisibilityIcon />} onClick={() => onView(report.id)}>
+                  View
+                </Button>
+                <Button
+                  size="small"
+                  variant="outlined"
+                  startIcon={<CachedIcon />}
+                  onClick={() => onRegenerate(report)}
+                >
+                  Regenerate
+                </Button>
+                <Tooltip title="Delete">
+                  <IconButton aria-label="Delete report" onClick={() => onDelete(report.id)}>
+                    <DeleteOutlineIcon fontSize="small" />
+                  </IconButton>
+                </Tooltip>
+              </Box>
+            </Box>
+          </Paper>
+        );
+      })}
+    </Box>
+  );
+}
--- a/src/Reports/ReportViewer.tsx
+++ b/src/Reports/ReportViewer.tsx
@@ -0,0 +1,502 @@
+import React, { useCallback, useEffect, useMemo, useRef, useState } from "react";
+import { Box, Paper, Typography, Button, IconButton, Alert, Skeleton, Chip, MenuItem, Select, FormControl, InputLabel } from "@mui/material";
+import CloseIcon from "@mui/icons-material/Close";
+import CachedIcon from "@mui/icons-material/Cached";
+import KeyboardArrowDownIcon from "@mui/icons-material/KeyboardArrowDown";
+import KeyboardArrowUpIcon from "@mui/icons-material/KeyboardArrowUp";
+import { FkMultiSelectField, useResource, formatCurrency } from "../../react-openapi";
+import type { FieldConfig } from "../../react-openapi";
+import { StatCard } from "../common/components/StatCard";
+import { TransactionList } from "../common/components/TransactionList";
+import type { TxnFieldConfigs } from "../common/types";
+import type { ListPeriodGroup } from "../common/utils/transactions";
+import { buildDimensionBars, buildPeriodGroups, sliceSummary, FLOW_OPTIONS, apiErrorMessage } from "./types";
+import type { ReportDim } from "./types";
+
+const MAX_VISIBLE_BARS = 10;
+
+const periodField: FieldConfig = {
+  name: "period",
+  label: "Period",
+  description: "",
+  type: "string",
+  order: 0,
+  hidden: {},
+  filterable: true,
+  sortable: false,
+  readOnly: false,
+  required: false,
+  isArray: true,
+};
+
+const payeeField: FieldConfig = {
+  name: "payee",
+  label: "Payee",
+  description: "",
+  type: "string",
+  order: 0,
+  hidden: {},
+  filterable: true,
+  sortable: false,
+  readOnly: false,
+  required: false,
+  isArray: true,
+};
+
+const tagField: FieldConfig = {
+  name: "tag",
+  label: "Tag",
+  description: "",
+  type: "string",
+  order: 0,
+  hidden: {},
+  filterable: true,
+  sortable: false,
+  readOnly: false,
+  required: false,
+  isArray: true,
+};
+
+interface ReportViewerProps {
+  id: string;
+  version: number;
+  fields: TxnFieldConfigs | null;
+  onClose: () => void;
+  onRegenerated: (report: any) => void;
+}
+
+function snapshotGranularities(report: any): string[] {
+  const fromQuery = report?.query?.granularities;
+  if (Array.isArray(fromQuery) && fromQuery.length) return fromQuery;
+  const fromResponse = report?.granularities;
+  if (Array.isArray(fromResponse) && fromResponse.length) return fromResponse;
+  const series = report?.buckets?.[0]?.series;
+  return series ? Object.keys(series) : [];
+}
+
+export function ReportViewer({ id, version, fields, onClose, onRegenerated }: ReportViewerProps) {
+  const { get } = useResource("reports");
+
+  const [report, setReport] = useState<any | null>(null);
+  const [loading, setLoading] = useState(true);
+  const [error, setError] = useState<string | null>(null);
+  const [reload, setReload] = useState(0);
+  const [granularity, setGranularity] = useState<string | null>(null);
+  const [flow, setFlow] = useState("outflows");
+  const [dim, setDim] = useState<ReportDim>("period");
+  const [selectedPeriods, setSelectedPeriods] = useState<string[]>([]);
+  const [selectedPayees, setSelectedPayees] = useState<string[]>([]);
+  const [selectedTags, setSelectedTags] = useState<string[]>([]);
+  const prevGranularity = useRef<string | null>(null);
+
+  const params = useMemo(() => {
+    const p: Record<string, any> = { flow };
+    if (granularity) p.granularity = [granularity];
+    if (selectedPeriods.length) p.period_ids = selectedPeriods;
+    // The active breakdown dim requests every cube value ("*") when its own
+    // filter is unselected, so bars show the full distribution.
+    if (selectedPayees.length) p.payee = selectedPayees;
+    else if (dim === "payee") p.payee = ["*"];
+    if (selectedTags.length) p.tags = selectedTags;
+    else if (dim === "tag") p.tags = ["*"];
+    return p;
+  }, [granularity, flow, dim, selectedPeriods, selectedPayees, selectedTags]);
+
+  useEffect(() => {
+    let mounted = true;
+    setLoading(true);
+    setError(null);
+    const previous = prevGranularity.current;
+    get(id, params)
+      .then((res) => {
+        if (!mounted) return;
+        setReport(res);
+        const options = snapshotGranularities(res);
+        if (granularity === null && options.length) setGranularity(options[0]);
+        if (previous !== null && previous !== granularity) setSelectedPeriods([]);
+        prevGranularity.current = granularity;
+      })
+      .catch((e: any) => {
+        if (!mounted) return;
+        setError(apiErrorMessage(e));
+      })
+      .finally(() => {
+        if (mounted) setLoading(false);
+      });
+    return () => {
+      mounted = false;
+    };
+  }, [id, version, reload, params, get, granularity]);
+
+  const granularityOptions = useMemo(() => snapshotGranularities(report), [report]);
+
+  const periodOptions = useMemo(
+    () => (Array.isArray(report?.period_ids) ? report.period_ids.map((label: string) => ({ value: label, label })) : []),
+    [report],
+  );
+  const payeeOptions = useMemo(
+    () => (Array.isArray(report?.payees) ? report.payees.map((label: string) => ({ value: label, label })) : []),
+    [report],
+  );
+  const tagOptions = useMemo(
+    () => (Array.isArray(report?.tags) ? report.tags.map((label: string) => ({ value: label, label })) : []),
+    [report],
+  );
+
+  const filter = useMemo(
+    () => ({
+      granularity: granularity ?? granularityOptions[0] ?? "",
+      periods: selectedPeriods,
+      payees: selectedPayees,
+      tags: selectedTags,
+    }),
+    [granularity, granularityOptions, selectedPeriods, selectedPayees, selectedTags],
+  );
+
+  const periodGroups = useMemo(() => buildPeriodGroups(report?.buckets ?? [], filter), [report, filter]);
+  const slice = useMemo(() => sliceSummary(periodGroups), [periodGroups]);
+  const bars = useMemo(() => buildDimensionBars(report?.buckets ?? [], filter, dim), [report, filter, dim]);
+  const visibleBars = useMemo(() => bars.slice(0, MAX_VISIBLE_BARS), [bars]);
+  const listGroups = useMemo<ListPeriodGroup[]>(
+    () =>
+      periodGroups.map((g) => ({
+        key: g.key,
+        label: g.key,
+        items: g.txns,
+        spent: g.metrics.outflows,
+        income: g.metrics.inflows,
+        currency: g.currency,
+        metrics: {
+          sum: g.metrics.sum,
+          count: g.metrics.count,
+          avg: g.metrics.avg,
+          min: g.metrics.min,
+          max: g.metrics.max,
+          cadence: g.metrics.cadence,
+          frequency: g.metrics.frequency,
+        },
+      })),
+    [periodGroups],
+  );
+
+  const barsListRef = useRef<HTMLDivElement>(null);
+  const [barScroll, setBarScroll] = useState({ canUp: false, canDown: false, overflow: false });
+
+  const updateBarScroll = useCallback(() => {
+    const el = barsListRef.current;
+    if (!el) return;
+    const overflow = el.scrollHeight > el.clientHeight + 2;
+    setBarScroll({
+      overflow,
+      canUp: overflow && el.scrollTop > 2,
+      canDown: overflow && el.scrollTop < el.scrollHeight - el.clientHeight - 2,
+    });
+  }, []);
+
+  useEffect(() => {
+    const el = barsListRef.current;
+    if (el) el.scrollTop = 0;
+    updateBarScroll();
+  }, [dim, visibleBars.length, updateBarScroll]);
+
+  const scrollBarsByPage = useCallback((dir: number) => {
+    const el = barsListRef.current;
+    if (!el) return;
+    el.scrollTo({ top: dir > 0 ? el.scrollHeight : 0, behavior: "smooth" });
+  }, []);
+
+  if (loading && !report) {
+    return (
+      <Paper variant="outlined" sx={{ p: 2.5, borderRadius: 3 }}>
+        <Skeleton variant="text" width={220} height={28} />
+        <Skeleton variant="rounded" height={120} sx={{ my: 2, borderRadius: 2 }} />
+        <Skeleton variant="rounded" height={240} sx={{ borderRadius: 2 }} />
+      </Paper>
+    );
+  }
+
+  if (error) {
+    return (
+      <Paper variant="outlined" sx={{ p: 3, borderRadius: 3 }}>
+        <Alert severity="error" sx={{ borderRadius: 2 }}>
+          {error}
+        </Alert>
+        <Button size="small" sx={{ mt: 2 }} onClick={() => setReload((r) => r + 1)}>
+          Retry
+        </Button>
+      </Paper>
+    );
+  }
+
+  if (!report) return null;
+
+  const activeGranularity = granularity ?? report.granularities?.[0] ?? "";
+  const maxBar = bars.reduce((m, b) => Math.max(m, Math.abs(b.sum)), 0);
+  const dimOptions: { id: ReportDim; label: string; count: number }[] = [
+    { id: "period", label: "Period", count: report.period_ids?.length ?? 0 },
+    { id: "payee", label: "Payees", count: report.payees?.length ?? 0 },
+    { id: "tag", label: "Tags", count: report.tags?.length ?? 0 },
+  ];
+  const activeDimIndex = Math.max(
+    0,
+    dimOptions.findIndex((d) => d.id === dim),
+  );
+  const range =
+    report.query?.start_date || report.query?.end_date
+      ? `range ${report.query.start_date || "…"} → ${report.query.end_date || "…"}`
+      : null;
+
+  return (
+    <Paper variant="outlined" sx={{ borderRadius: 3, overflow: "hidden" }}>
+      <Box
+        sx={{
+          display: "flex",
+          alignItems: "center",
+          gap: 2,
+          px: 2.5,
+          py: 2,
+          borderBottom: "1px solid",
+          borderColor: "divider",
+          flexWrap: "wrap",
+        }}
+      >
+        <Box sx={{ flex: 1, minWidth: 0 }}>
+          <Typography variant="h6" fontWeight={700} sx={{ letterSpacing: "-0.01em" }}>
+            {report.name}
+          </Typography>
+          <Box sx={{ display: "flex", gap: 1.5, flexWrap: "wrap" }}>
+            <Typography variant="caption" color="text.secondary">
+              flow {report.flow} · generated {report.generated_at ?? report.created_at}
+            </Typography>
+            {range && (
+              <Typography variant="caption" color="text.disabled">
+                {range}
+              </Typography>
+            )}
+            <Typography variant="caption" color="text.disabled">
+              {report.payees?.length ?? 0} payees · {report.tags?.length ?? 0} tags
+            </Typography>
+          </Box>
+        </Box>
+        <IconButton aria-label="Regenerate report" onClick={() => onRegenerated(report)}>
+          <CachedIcon />
+        </IconButton>
+        <IconButton aria-label="Close report" onClick={onClose}>
+          <CloseIcon />
+        </IconButton>
+      </Box>
+
+      <Box sx={{ p: 2.5 }}>
+        <Box sx={{ display: "flex", gap: 1.5, flexWrap: "wrap", alignItems: "center", mb: 2 }}>
+          <Box sx={{ display: "flex", gap: 0.5, flexWrap: "wrap" }}>
+            {granularityOptions.map((g: string) => (
+              <Chip
+                key={g}
+                label={g}
+                clickable
+                size="small"
+                color={activeGranularity === g ? "primary" : "default"}
+                variant={activeGranularity === g ? "filled" : "outlined"}
+                onClick={() => setGranularity(g)}
+              />
+            ))}
+          </Box>
+          <FormControl size="small" sx={{ width: 140 }}>
+            <InputLabel id="viewer-flow-label">Flow</InputLabel>
+            <Select labelId="viewer-flow-label" label="Flow" value={flow} onChange={(e) => setFlow(e.target.value)}>
+              {FLOW_OPTIONS.map((f) => (
+                <MenuItem key={f} value={f}>
+                  {f}
+                </MenuItem>
+              ))}
+            </Select>
+          </FormControl>
+        </Box>
+
+        <Box sx={{ display: "flex", gap: 1.5, flexWrap: "wrap", mb: 2.5 }}>
+          <Box sx={{ width: 260 }}>
+            <FkMultiSelectField
+              field={{ ...periodField, readOnly: periodOptions.length === 0 }}
+              fkOptions={periodOptions}
+              value={selectedPeriods}
+              onChange={setSelectedPeriods}
+            />
+          </Box>
+          <Box sx={{ width: 260 }}>
+            <FkMultiSelectField
+              field={{ ...payeeField, readOnly: payeeOptions.length === 0 }}
+              fkOptions={payeeOptions}
+              value={selectedPayees}
+              onChange={setSelectedPayees}
+            />
+          </Box>
+          <Box sx={{ width: 260 }}>
+            <FkMultiSelectField
+              field={{ ...tagField, readOnly: tagOptions.length === 0 }}
+              fkOptions={tagOptions}
+              value={selectedTags}
+              onChange={setSelectedTags}
+            />
+          </Box>
+          <Typography variant="body2" color="text.secondary" sx={{ alignSelf: "center" }}>
+            {slice.txns.length} transactions · {slice.count} rows
+          </Typography>
+        </Box>
+
+        <Box sx={{ display: "flex", gap: 2, flexWrap: "wrap", mb: 2.5 }}>
+          <StatCard label="Outflows" value={formatCurrency(slice.outflows, slice.currency)} color="error.main" />
+          <StatCard label="Inflows" value={formatCurrency(slice.inflows, slice.currency)} color="success.main" />
+          <StatCard label="Net" value={formatCurrency(slice.inflows - slice.outflows, slice.currency)} color="info.main" />
+          <StatCard label="Transactions" value={slice.count.toLocaleString("en-IN")} />
+        </Box>
+
+        <Box sx={{ mb: 2.5 }}>
+          <Box
+            sx={{
+              position: "relative",
+              display: "flex",
+              alignItems: "stretch",
+              width: "fit-content",
+              maxWidth: "100%",
+              border: "1px solid",
+              borderColor: "divider",
+              borderRadius: "999px",
+              p: 0.5,
+              backgroundColor: "background.default",
+            }}
+          >
+            <Box
+              aria-hidden
+              sx={{
+                position: "absolute",
+                top: 4,
+                bottom: 4,
+                left: 4,
+                width: `calc((100% - 8px) / ${dimOptions.length})`,
+                borderRadius: "999px",
+                backgroundColor: "primary.main",
+                transform: `translateX(${activeDimIndex * 100}%)`,
+                transition: "transform 250ms cubic-bezier(0.4, 0, 0.2, 1)",
+              }}
+            />
+            {dimOptions.map((d) => {
+              const active = d.id === dim;
+              return (
+                <Box
+                  key={d.id}
+                  component="button"
+                  type="button"
+                  disabled={d.count <= 1}
+                  onClick={() => setDim(d.id)}
+                  sx={{
+                    position: "relative",
+                    zIndex: 1,
+                    flex: 1,
+                    border: "none",
+                    background: "transparent",
+                    px: 3,
+                    py: 1,
+                    borderRadius: "999px",
+                    cursor: d.count <= 1 ? "default" : "pointer",
+                    typography: "body2",
+                    fontWeight: 700,
+                    letterSpacing: "-0.01em",
+                    color:
+                      d.count <= 1
+                        ? "text.disabled"
+                        : active
+                          ? "primary.contrastText"
+                          : "text.secondary",
+                    whiteSpace: "nowrap",
+                    transition: "color 160ms ease",
+                    "&:focus-visible": { outline: "2px solid", outlineColor: "primary.main" },
+                  }}
+                >
+                  {d.label}
+                </Box>
+              );
+            })}
+          </Box>
+
+          {visibleBars.length === 0 ? (
+            <Paper variant="outlined" sx={{ borderRadius: 2, p: 3, mt: 1.5 }}>
+              <Typography variant="body2" color="text.secondary">
+                No data for this slice. Try another granularity, period or payer.
+              </Typography>
+            </Paper>
+          ) : (
+            <Paper variant="outlined" sx={{ borderRadius: 2, mt: 1.5 }}>
+              <Box sx={{ display: "flex", alignItems: "stretch" }}>
+                <Box
+                  ref={barsListRef}
+                  onScroll={updateBarScroll}
+                  sx={{
+                    flex: 1,
+                    minWidth: 0,
+                    maxHeight: 220,
+                    overflowY: "auto",
+                    py: 1,
+                    px: 2,
+                    scrollbarWidth: "none",
+                    "&::-webkit-scrollbar": { display: "none" },
+                  }}
+                >
+                  {visibleBars.map((b) => (
+                    <Box key={b.key} sx={{ display: "flex", alignItems: "center", gap: 1.5, py: 0.75 }}>
+                      <Typography variant="caption" sx={{ width: 110, flexShrink: 0, textAlign: "right" }}>
+                        {b.key}
+                      </Typography>
+                      <Box
+                        sx={{
+                          height: 20,
+                          borderRadius: 1,
+                          bgcolor: flow === "outflows" ? "error.main" : "success.main",
+                          opacity: 0.85,
+                          minWidth: 4,
+                          flexGrow: 0,
+                        }}
+                        style={{
+                          width: `${maxBar ? Math.max((Math.abs(b.sum) / maxBar) * 100, 2) : 2}%`,
+                        }}
+                      />
+                      <Typography variant="body2" fontWeight={600}>
+                        {formatCurrency(b.sum, slice.currency)}
+                      </Typography>
+                      <Typography variant="caption" color="text.disabled">
+                        {b.count} txn{b.count === 1 ? "" : "s"}
+                      </Typography>
+                    </Box>
+                  ))}
+                </Box>
+                {barScroll.overflow && (
+                  <Box sx={{ display: "flex", flexDirection: "column", justifyContent: "center", gap: 0.5, pr: 1.5 }}>
+                    <IconButton
+                      size="small"
+                      aria-label="Scroll bars up"
+                      disabled={!barScroll.canUp}
+                      onClick={() => scrollBarsByPage(-1)}
+                    >
+                      <KeyboardArrowUpIcon fontSize="small" />
+                    </IconButton>
+                    <IconButton
+                      size="small"
+                      aria-label="Scroll bars down"
+                      disabled={!barScroll.canDown}
+                      onClick={() => scrollBarsByPage(1)}
+                    >
+                      <KeyboardArrowDownIcon fontSize="small" />
+                    </IconButton>
+                  </Box>
+                )}
+              </Box>
+            </Paper>
+          )}
+        </Box>
+
+        {slice.txns.length === 0 ? null : fields ? (
+          <TransactionList fields={fields} groups={listGroups} showMetrics />
+        ) : null}
+      </Box>
+    </Paper>
+  );
+}
--- a/src/Reports/types.ts
+++ b/src/Reports/types.ts
@@ -0,0 +1,288 @@
+import type { FieldConfig, ResourceConfig } from "../../react-openapi";
+import { parseOccurredAt } from "../common/utils/dates";
+
+export interface PeriodMetricsVM {
+  outflows: number;
+  inflows: number;
+  sum: number;
+  count: number;
+  avg: number | null;
+  min: number | null;
+  max: number | null;
+  firstDate: string | null;
+  lastDate: string | null;
+  cadence: number | null;
+  frequency: number | null;
+}
+
+export interface ReportPeriodGroup {
+  key: string;
+  metrics: PeriodMetricsVM;
+  txns: any[];
+  currency: string;
+}
+
+export interface SliceSummary {
+  outflows: number;
+  inflows: number;
+  sum: number;
+  count: number;
+  avg: number | null;
+  min: number | null;
+  max: number | null;
+  firstDate: string | null;
+  lastDate: string | null;
+  txns: any[];
+  currency: string;
+}
+
+export interface SliceFilter {
+  granularity: string;
+  periods?: string[];
+  payees?: string[];
+  tags?: string[];
+}
+
+export interface ReportFieldConfigs {
+  name: FieldConfig;
+  generatedAt: FieldConfig;
+}
+
+export interface MetricLabel {
+  key: string;
+  label: string;
+  order: number;
+}
+
+export function apiErrorMessage(e: any): string {
+  if (e?.response?.data) {
+    const d = e.response.data;
+    if (Array.isArray(d)) return d.map((x: any) => x?.msg ?? String(x)).join("; ");
+    if (typeof d.detail === "string") return d.detail;
+    if (typeof d.detail?.msg === "string") return d.detail.msg;
+    if (typeof d === "string") return d;
+  }
+  return e?.message ?? "Request failed";
+}
+
+export const FLOW_OPTIONS = ["both", "inflows", "outflows"];
+
+export function metricLabels(schemas: Record<string, any>): MetricLabel[] {
+  const props: Record<string, any> = schemas?.ReportMetrics?.properties ?? {};
+  return Object.entries(props)
+    .filter(([, p]) => p && typeof p === "object")
+    .map(([key, p]) => ({
+      key,
+      label: (p as any)["x-label"] ?? key,
+      order: (p as any)["x-order"] ?? Infinity,
+    }))
+    .sort((a, b) => a.order - b.order);
+}
+
+function dateVal(value: string): number {
+  try {
+    return parseOccurredAt(value).getTime();
+  } catch {
+    return 0;
+  }
+}
+
+function bucketMatches(bucket: any, filter: SliceFilter): boolean {
+  const gk = bucket?.group_key ?? {};
+  if (filter.payees?.length && !(gk.payee ?? []).some((p: string) => filter.payees?.includes(p))) return false;
+  if (filter.tags?.length && !(gk.tag ?? []).some((t: string) => filter.tags?.includes(t))) return false;
+  return true;
+}
+
+function num(v: any): number | null {
+  return typeof v === "number" && Number.isFinite(v) ? v : null;
+}
+
+/**
+ * Groups cube periods by their canonical period_id, merging buckets per
+ * period. The server returns disjoint slices, so additive metric merge is
+ * safe; txn ids are deduped defensively. Metrics come verbatim from the API
+ * except when multiple buckets contribute to one period — then cadence and
+ * frequency are re-derived from the merged txn dates.
+ */
+export function buildPeriodGroups(buckets: any[], filter: SliceFilter): ReportPeriodGroup[] {
+  interface Acc {
+    metrics: PeriodMetricsVM;
+    txns: any[];
+    sources: number;
+    apiCadence: number | null;
+    apiFrequency: number | null;
+  }
+  const byPeriod = new Map<string, Acc>();
+  const seenTxnIds = new Set<string>();
+  let currency = "INR";
+
+  for (const bucket of buckets ?? []) {
+    if (!bucketMatches(bucket, filter)) continue;
+    for (const period of bucket.series?.[filter.granularity] ?? []) {
+      if (filter.periods?.length && !filter.periods.includes(period.period_id)) continue;
+      const m = period.metrics ?? {};
+      let acc = byPeriod.get(period.period_id);
+      if (!acc) {
+        acc = {
+          metrics: {
+            outflows: 0,
+            inflows: 0,
+            sum: 0,
+            count: 0,
+            avg: null,
+            min: null,
+            max: null,
+            firstDate: null,
+            lastDate: null,
+            cadence: null,
+            frequency: null,
+          },
+          txns: [],
+          sources: 0,
+          apiCadence: num(m.cadence),
+          apiFrequency: num(m.frequency),
+        };
+        byPeriod.set(period.period_id, acc);
+      }
+      acc.sources += 1;
+      const vm = acc.metrics;
+      vm.outflows += m.outflows ?? 0;
+      vm.inflows += m.inflows ?? 0;
+      vm.sum += m.sum ?? 0;
+      vm.count += m.count ?? 0;
+      const mn = num(m.min);
+      if (mn != null) vm.min = vm.min == null ? mn : Math.min(vm.min, mn);
+      const mx = num(m.max);
+      if (mx != null) vm.max = vm.max == null ? mx : Math.max(vm.max, mx);
+      if (m.first_date && (!vm.firstDate || dateVal(String(m.first_date)) < dateVal(vm.firstDate))) {
+        vm.firstDate = String(m.first_date);
+      }
+      if (m.last_date && (!vm.lastDate || dateVal(String(m.last_date)) > dateVal(vm.lastDate))) {
+        vm.lastDate = String(m.last_date);
+      }
+      for (const txn of period.txns ?? []) {
+        if (txn?.id != null) {
+          if (seenTxnIds.has(txn.id)) continue;
+          seenTxnIds.add(txn.id);
+        }
+        acc.txns.push(txn);
+        const c = txn?.account?.currency;
+        if (c) currency = c;
+      }
+    }
+  }
+
+  return [...byPeriod.entries()]
+    .map(([key, acc]) => {
+      const vm = acc.metrics;
+      vm.avg = vm.count ? Math.round((vm.sum / vm.count) * 100) / 100 : null;
+      if (acc.sources > 1) {
+        const dates = acc.txns
+          .map((t) => {
+            try {
+              return parseOccurredAt(t?.occurred_at).getTime();
+            } catch {
+              return NaN;
+            }
+          })
+          .filter((t) => !Number.isNaN(t))
+          .sort((a, b) => a - b);
+        if (dates.length >= 2) {
+          let gapSum = 0;
+          for (let i = 0; i < dates.length - 1; i += 1) gapSum += (dates[i + 1] - dates[i]) / 86400000;
+          const cadence = Math.round((gapSum / (dates.length - 1)) * 100) / 100;
+          vm.cadence = cadence > 0 ? cadence : null;
+          vm.frequency = cadence > 0 ? Math.round((1 / cadence) * 100) / 100 : null;
+        } else {
+          vm.cadence = null;
+          vm.frequency = null;
+        }
+      } else {
+        vm.cadence = acc.apiCadence;
+        vm.frequency = acc.apiFrequency;
+      }
+      return { key, metrics: vm, txns: acc.txns, currency };
+    })
+    .sort((a, b) => b.key.localeCompare(a.key));
+}
+
+export function sliceSummary(groups: ReportPeriodGroup[]): SliceSummary {
+  const outflows = groups.reduce((s, g) => s + g.metrics.outflows, 0);
+  const inflows = groups.reduce((s, g) => s + g.metrics.inflows, 0);
+  const sum = groups.reduce((s, g) => s + g.metrics.sum, 0);
+  const count = groups.reduce((s, g) => s + g.metrics.count, 0);
+  let min: number | null = null;
+  let max: number | null = null;
+  let firstDate: string | null = null;
+  let lastDate: string | null = null;
+  let currency = "INR";
+  const txns: any[] = [];
+  for (const g of groups) {
+    if (g.metrics.min != null) min = min == null ? g.metrics.min : Math.min(min, g.metrics.min);
+    if (g.metrics.max != null) max = max == null ? g.metrics.max : Math.max(max, g.metrics.max);
+    if (g.metrics.firstDate && (!firstDate || dateVal(g.metrics.firstDate) < dateVal(firstDate))) {
+      firstDate = g.metrics.firstDate;
+    }
+    if (g.metrics.lastDate && (!lastDate || dateVal(g.metrics.lastDate) > dateVal(lastDate))) {
+      lastDate = g.metrics.lastDate;
+    }
+    if (g.currency) currency = g.currency;
+    txns.push(...g.txns);
+  }
+  return { outflows, inflows, sum, count, avg: count ? sum / count : null, min, max, firstDate, lastDate, txns, currency };
+}
+
+export function buildReportFieldConfigs(resources: ResourceConfig[]): ReportFieldConfigs | null {
+  const reportsRes = resources.find((r) => r.name === "reports");
+  if (!reportsRes) return null;
+  const find = (name: string) => reportsRes.fields.find((f) => f.name === name);
+  const name = find("name");
+  const generatedAt = find("generated_at");
+  if (!name || !generatedAt) return null;
+  return { name, generatedAt };
+}
+
+export type ReportDim = "period" | "payee" | "tag";
+
+export interface DimensionBar {
+  key: string;
+  sum: number;
+  count: number;
+}
+
+/**
+ * Bar-chart rows for a given dimension. "period" reuses the period groups;
+ * "payee"/"tag" fold each bucket's metrics into every value listed under
+ * group_key[dim] — safe because server buckets are disjoint slices.
+ */
+export function buildDimensionBars(buckets: any[], filter: SliceFilter, dim: ReportDim): DimensionBar[] {
+  if (dim === "period") {
+    return buildPeriodGroups(buckets, filter).map((g) => ({
+      key: g.key,
+      sum: g.metrics.sum,
+      count: g.metrics.count,
+    }));
+  }
+  const acc = new Map<string, DimensionBar>();
+  for (const bucket of buckets ?? []) {
+    if (!bucketMatches(bucket, filter)) continue;
+    const keys: string[] = bucket.group_key?.[dim] ?? [];
+    for (const period of bucket.series?.[filter.granularity] ?? []) {
+      if (filter.periods?.length && !filter.periods.includes(period.period_id)) continue;
+      const m = period.metrics ?? {};
+      const sum = typeof m.sum === "number" ? m.sum : 0;
+      const count = typeof m.count === "number" ? m.count : 0;
+      for (const k of keys) {
+        const cur = acc.get(k);
+        if (cur) {
+          cur.sum += sum;
+          cur.count += count;
+        } else {
+          acc.set(k, { key: k, sum, count });
+        }
+      }
+    }
+  }
+  return [...acc.values()].sort((a, b) => Math.abs(b.sum) - Math.abs(a.sum));
+}
--- a/src/common/components/StatCard.tsx
+++ b/src/common/components/StatCard.tsx
@@ -0,0 +1,26 @@
+import { Paper, Typography } from "@mui/material";
+
+interface StatCardProps {
+  label: string;
+  value: string;
+  color?: string;
+  hint?: string;
+}
+
+export function StatCard({ label, value, color, hint }: StatCardProps) {
+  return (
+    <Paper variant="outlined" sx={{ p: 2.5, borderRadius: 3, flex: 1, minWidth: 180 }}>
+      <Typography variant="caption" color="text.secondary" sx={{ textTransform: "uppercase", letterSpacing: "0.05em" }}>
+        {label}
+      </Typography>
+      <Typography variant="h5" fontWeight={700} sx={{ mt: 0.5, letterSpacing: "-0.02em", color }}>
+        {value}
+      </Typography>
+      {hint && (
+        <Typography variant="caption" color="text.secondary">
+          {hint}
+        </Typography>
+      )}
+    </Paper>
+  );
+}
--- a/src/common/components/TransactionList.tsx
+++ b/src/common/components/TransactionList.tsx
@@ -12,120 +12,85 @@ import {
 import { alpha } from "@mui/material/styles";
 import ExpandMoreIcon from "@mui/icons-material/ExpandMore";
 import KeyboardArrowDownIcon from "@mui/icons-material/KeyboardArrowDown";
-import { ListCellRenderer, CurrencyField, applyDisplayFormat, formatCurrency } from "../../react-openapi";
-import type { ExpenseItem, ExpenseFieldConfigs } from "./types";
-import { isExpense, monthKey, monthLabel, parseOccurredAt } from "./types";
+import { formatCurrency } from "../../../react-openapi";
+import type { ExpenseItem, TxnFieldConfigs } from "../types";
+import { computeTxnMetrics, groupByDate, groupByPeriod } from "../utils/transactions";
+import type { ListGroupMetrics, ListPeriodGroup, PeriodGranularity } from "../utils/transactions";
+import { TransactionRow } from "./TransactionRow";
+import { StatCard } from "./StatCard";

-interface GroupedMonth {
-  key: string;
-  items: ExpenseItem[];
-  spent: number;
-  income: number;
-  currency: string;
+interface TransactionListProps {
+  items?: ExpenseItem[];
+  fields: TxnFieldConfigs;
+  granularity?: PeriodGranularity;
+  showMetrics?: boolean;
+  groups?: ListPeriodGroup[];
 }

-function groupByMonth(items: ExpenseItem[]): GroupedMonth[] {
-  const map = new Map<string, ExpenseItem[]>();
-  for (const item of items) {
-    const key = monthKey(item.occurred_at);
-    const list = map.get(key) ?? [];
-    list.push(item);
-    map.set(key, list);
+function cadenceRow(cadenceDays: number | null, frequency: number | null): { label: string; value: string } {
+  const fmt = (v: number) => (Number.isInteger(v) ? String(v) : v.toFixed(2));
+  if (cadenceDays != null && cadenceDays < 1) {
+    return { label: "Frequency", value: `${frequency == null ? "—" : fmt(frequency)} /day` };
  }
-  return [...map.entries()]
-    .map(([key, list]) => {
-      const sorted = [...list].sort(
-        (a, b) => parseOccurredAt(b.occurred_at).getTime() - parseOccurredAt(a.occurred_at).getTime(),
-      );
-      const currency = sorted.find((it) => it.account?.currency)?.account?.currency ?? "INR";
-      const spent = sorted.filter(isExpense).reduce((sum, it) => sum + Math.abs(it.amount ?? 0), 0);
-      const income = sorted.filter((it) => !isExpense(it)).reduce((sum, it) => sum + (it.amount ?? 0), 0);
-      return { key, items: sorted, spent, income, currency };
-    })
-    .sort((a, b) => b.key.localeCompare(a.key));
+  return {
+    label: "Cadence",
+    value: cadenceDays == null ? "—" : `${fmt(cadenceDays)} days`,
+  };
 }

-interface ExpenseRowProps {
-  item: ExpenseItem;
+function txnFallbackMetrics(items: ExpenseItem[]): ListGroupMetrics {
+  const t = computeTxnMetrics(items);
+  return {
+    sum: t.sum,
+    count: t.count,
+    avg: t.avg,
+    min: t.min,
+    max: t.max,
+    cadence: t.cadenceDays,
+    frequency: t.frequency,
+  };
+}
+
+function GroupMetrics({
+  items,
+  currency,
+  metrics,
+}: {
+  items: ExpenseItem[];
  currency: string;
-  fields: ExpenseFieldConfigs;
-}
-
-const ExpenseRow = React.memo(function ExpenseRow({ item, currency, fields }: ExpenseRowProps) {
-  const itemCurrency = item.account?.currency ?? currency;
-
+  metrics?: ListGroupMetrics;
+}) {
+  const m = metrics ?? txnFallbackMetrics(items);
+  const rows: { label: string; value: string }[] = [
+    { label: "Sum", value: formatCurrency(m.sum, currency) },
+    { label: "Avg", value: m.avg == null ? "—" : formatCurrency(m.avg, currency) },
+    { label: "Min", value: m.min == null ? "—" : formatCurrency(m.min, currency) },
+    { label: "Max", value: m.max == null ? "—" : formatCurrency(m.max, currency) },
+    cadenceRow(m.cadence, m.frequency),
+  ];
  return (
-    <Box
-      sx={{
-        display: "flex",
-        alignItems: "center",
-        gap: 2,
-        px: 2,
-        py: 1.25,
-        border: "1px solid",
-        borderColor: "divider",
-        borderRadius: 2,
-        backgroundColor: "background.paper",
-        transition: "background-color 160ms ease, border-color 160ms ease",
-        "&:hover": {
-          backgroundColor: "action.hover",
-          borderColor: "primary.light",
-        },
-      }}
-    >
-      <Box
-        sx={{
-          width: 40,
-          flexShrink: 0,
-          display: "flex",
-          alignItems: "center",
-          justifyContent: "center",
-        }}
-      >
-        {item.entity?.logo ? (
-          <ListCellRenderer field={fields.logo} value={item.entity.logo} />
-        ) : (
-          <Box sx={{ width: 40, height: 40, borderRadius: 2, bgcolor: "action.hover" }} />
-        )}
-      </Box>
-      <Box sx={{ flex: "0 1 auto", minWidth: 0 }}>
-        <Typography
-          variant="body1"
-          fontWeight={600}
-          noWrap
-          sx={{ fontSize: "0.9375rem", lineHeight: 1.3 }}
-        >
-          {item.entity ? applyDisplayFormat(item.entity, fields.formats.entity) : "Unknown"}
-        </Typography>
-        <Box sx={{ display: "flex", alignItems: "center", gap: 1, flexWrap: "wrap" }}>
-          <Box sx={{ color: "text.secondary" }}>
-            <ListCellRenderer field={fields.occurredAt} value={item.occurred_at} />
-          </Box>
-          {item.account?.name && (
-            <ListCellRenderer
-              field={fields.account}
-              value={item.account}
-              displayFormat={fields.formats.account}
-            />
-          )}
-        </Box>
-      </Box>
-      <Box sx={{ flex: 1 }} />
-      <CurrencyField value={item.amount} currency={itemCurrency} large />
+    <Box sx={{ display: "flex", gap: 2, flexWrap: "wrap", width: "100%" }}>
+      {rows.map((row) => (
+        <StatCard key={row.label} label={row.label} value={row.value} />
+      ))}
    </Box>
  );
-});
-
-interface ExpenseListProps {
-  items: ExpenseItem[];
-  fields: ExpenseFieldConfigs;
 }

-export function ExpenseList({ items, fields }: ExpenseListProps) {
+export function TransactionList({
+  items,
+  fields,
+  granularity = "monthly",
+  showMetrics = false,
+  groups: externalGroups,
+}: TransactionListProps) {
  const [activeMonth, setActiveMonth] = useState<string | null>(null);
  const [openMonth, setOpenMonth] = useState<string | null>(null);
  const [menuAnchor, setMenuAnchor] = useState<HTMLElement | null>(null);
-  const groups = useMemo(() => groupByMonth(items), [items]);
+  const groups = useMemo<ListPeriodGroup[]>(
+    () => externalGroups ?? groupByPeriod(items ?? [], granularity),
+    [externalGroups, items, granularity],
+  );
  const listRef = useRef<HTMLDivElement>(null);
  const pillRef = useRef<HTMLDivElement>(null);
  const didInitOpenMonth = useRef(false);
@@ -233,38 +198,79 @@ export function ExpenseList({ items, fields }: ExpenseListProps) {
                  px: 2,
                  py: 1,
                  "& .MuiAccordionSummary-content": {
-                    alignItems: "center",
-                    gap: 1.5,
+                    flexDirection: "column",
+                    alignItems: "stretch",
+                    gap: 0.75,
                    minWidth: 0,
                  },
                }}
              >
-                <Typography variant="h6" fontWeight={700} sx={{ letterSpacing: "-0.01em" }}>
-                  {monthLabel(group.key)}
-                </Typography>
-                <Typography variant="caption" color="text.secondary">
-                  {group.items.length} transaction{group.items.length === 1 ? "" : "s"}
-                </Typography>
-                <Box sx={{ flex: 1 }} />
-                <Typography variant="body2" fontWeight={700} color="error.main">
-                  {formatCurrency(group.spent, group.currency)}
-                </Typography>
-                <Typography variant="body2" color="text.disabled">
-                  /
-                </Typography>
-                <Typography variant="body2" fontWeight={700} color="success.main">
-                  {formatCurrency(group.income, group.currency)}
-                </Typography>
+                <Box sx={{ display: "flex", alignItems: "center", gap: 1.5, minWidth: 0 }}>
+                  <Typography variant="h6" fontWeight={700} sx={{ letterSpacing: "-0.01em" }}>
+                    {group.label}
+                  </Typography>
+                  <Typography variant="caption" color="text.secondary">
+                    {group.items.length} transaction{group.items.length === 1 ? "" : "s"}
+                  </Typography>
+                  <Box sx={{ flex: 1 }} />
+                  <Typography variant="body2" fontWeight={700} color="error.main">
+                    {formatCurrency(group.spent, group.currency)}
+                  </Typography>
+                  <Typography variant="body2" color="text.disabled">
+                    /
+                  </Typography>
+                  <Typography variant="body2" fontWeight={700} color="success.main">
+                    {formatCurrency(group.income, group.currency)}
+                  </Typography>
+                </Box>
+                {showMetrics && (
+                  <GroupMetrics items={group.items} currency={group.currency} metrics={group.metrics} />
+                )}
              </AccordionSummary>
              <AccordionDetails sx={{ p: 1.5, pt: 1 }}>
                <Box sx={{ display: "flex", flexDirection: "column", gap: 1 }}>
-                  {group.items.map((item) => (
-                    <ExpenseRow
-                      key={item.id}
-                      item={item}
-                      currency={group.currency}
-                      fields={fields}
-                    />
+                  {groupByDate(group.items).map((dateGroup) => (
+                    <Box
+                      key={dateGroup.date}
+                      sx={{
+                        border: "1px solid",
+                        borderColor: "divider",
+                        borderRadius: 2,
+                        backgroundColor: "background.default",
+                        p: 1,
+                      }}
+                    >
+                      <Box
+                        sx={{
+                          display: "flex",
+                          alignItems: "center",
+                          gap: 1,
+                          px: 1,
+                          pb: 1,
+                          borderBottom: "1px solid",
+                          borderColor: "divider",
+                          mb: 1,
+                        }}
+                      >
+                        <Typography variant="subtitle2" fontWeight={600} sx={{ letterSpacing: "-0.01em" }}>
+                          {dateGroup.label}
+                        </Typography>
+                        <Box sx={{ flex: 1 }} />
+                        <Typography variant="caption" color="text.secondary">
+                          {dateGroup.items.length} transaction{dateGroup.items.length === 1 ? "" : "s"}
+                        </Typography>
+                      </Box>
+                      <Box sx={{ display: "flex", flexDirection: "column", gap: 1 }}>
+                        {dateGroup.items.map((item) => (
+                          <TransactionRow
+                            key={item.id}
+                            item={item}
+                            currency={group.currency}
+                            fields={fields}
+                          />
+                        ))}
+                      </Box>
+                    </Box>
                  ))}
                </Box>
              </AccordionDetails>
@@ -319,7 +325,7 @@ export function ExpenseList({ items, fields }: ExpenseListProps) {
          }}
        >
          <Typography variant="caption" fontWeight={700} color="text.secondary">
-            {activeMonth ? monthLabel(activeMonth) : ""}
+            {activeMonth ? (groups.find((g) => g.key === activeMonth)?.label ?? activeMonth) : ""}
          </Typography>
          <KeyboardArrowDownIcon sx={{ fontSize: 14, color: "text.secondary" }} />
        </Box>
@@ -339,7 +345,7 @@ export function ExpenseList({ items, fields }: ExpenseListProps) {
            onClick={() => handleSelectMonth(group.key)}
          >
            <ListItemText
-              primary={monthLabel(group.key)}
+              primary={group.label}
              secondary={`${group.items.length} transactions`}
            />
          </MenuItem>
@@ -347,6 +353,4 @@ export function ExpenseList({ items, fields }: ExpenseListProps) {
      </Menu>
    </>
  );
-}
-
-export { groupByMonth };
+}
--- a/src/common/components/TransactionRow.tsx
+++ b/src/common/components/TransactionRow.tsx
@@ -0,0 +1,71 @@
+import React from "react";
+import { Box, Typography } from "@mui/material";
+import { ListCellRenderer, CurrencyField, applyDisplayFormat } from "../../../react-openapi";
+import type { ExpenseItem, TxnFieldConfigs } from "../types";
+
+interface TransactionRowProps {
+  item: ExpenseItem;
+  currency: string;
+  fields: TxnFieldConfigs;
+}
+
+export const TransactionRow = React.memo(function TransactionRow({ item, currency, fields }: TransactionRowProps) {
+  const itemCurrency = item.account?.currency ?? currency;
+
+  return (
+    <Box
+      sx={{
+        display: "flex",
+        alignItems: "center",
+        gap: 2,
+        px: 2,
+        py: 1.25,
+        border: "1px solid",
+        borderColor: "divider",
+        borderRadius: 2,
+        backgroundColor: "background.paper",
+        transition: "background-color 160ms ease, border-color 160ms ease",
+        "&:hover": {
+          backgroundColor: "action.hover",
+          borderColor: "primary.light",
+        },
+      }}
+    >
+      <Box
+        sx={{
+          width: 40,
+          flexShrink: 0,
+          display: "flex",
+          alignItems: "center",
+          justifyContent: "center",
+        }}
+      >
+        {item.entity?.logo ? (
+          <ListCellRenderer field={fields.logo} value={item.entity.logo} />
+        ) : (
+          <Box sx={{ width: 40, height: 40, borderRadius: 2, bgcolor: "action.hover" }} />
+        )}
+      </Box>
+      <Box sx={{ flex: "0 1 auto", minWidth: 0 }}>
+        <Typography
+          variant="body1"
+          fontWeight={600}
+          noWrap
+          sx={{ fontSize: "0.9375rem", lineHeight: 1.3 }}
+        >
+          {item.entity ? applyDisplayFormat(item.entity, fields.formats.entity) : "Unknown"}
+        </Typography>
+        <Box sx={{ display: "flex", alignItems: "center", gap: 1, flexWrap: "wrap" }}>
+          <Box sx={{ color: "text.secondary" }}>
+            <ListCellRenderer field={fields.occurredAt} value={item.occurred_at} />
+          </Box>
+          {item.account?.name && (
+            <ListCellRenderer field={fields.account} value={item.account} displayFormat={fields.formats.account} />
+          )}
+        </Box>
+      </Box>
+      <Box sx={{ flex: 1 }} />
+      <CurrencyField value={item.amount} currency={itemCurrency} large />
+    </Box>
+  );
+});
--- a/src/common/types.ts
+++ b/src/common/types.ts
@@ -0,0 +1,21 @@
+import type { FieldConfig } from "../../react-openapi";
+
+export interface ExpenseItem {
+  id: string;
+  entity?: { name?: string; type?: string; logo?: string } | null;
+  amount: number;
+  account?: { name?: string; number?: string; type?: string; currency?: string } | null;
+  tags?: { icon?: string; name?: string }[];
+  occurred_at?: string;
+  created_at?: string;
+  updated_at?: string;
+}
+
+export interface TxnFieldConfigs {
+  entity: FieldConfig;
+  amount: FieldConfig;
+  account: FieldConfig;
+  occurredAt: FieldConfig;
+  logo: FieldConfig;
+  formats: { entity: string; account: string };
+}
--- a/src/common/utils/dates.ts
+++ b/src/common/utils/dates.ts
@@ -0,0 +1,71 @@
+const DDMMYYYY = /^(\d{2})-(\d{2})-(\d{4})$/;
+
+export function parseOccurredAt(value?: string): Date {
+  const m = value?.match(DDMMYYYY);
+  if (!m) {
+    throw new Error(`Expense occurred_at is not DD-MM-YYYY: ${value}`);
+  }
+  const [, dd, mm, yyyy] = m;
+  const d = new Date(Number(yyyy), Number(mm) - 1, Number(dd));
+  if (
+    Number.isNaN(d.getTime()) ||
+    d.getDate() !== Number(dd) ||
+    d.getMonth() !== Number(mm) - 1 ||
+    d.getFullYear() !== Number(yyyy)
+  ) {
+    throw new Error(`Invalid expense occurred_at date: ${value}`);
+  }
+  return d;
+}
+
+export function isDdmmyyyy(value?: string): boolean {
+  if (!value) return true;
+  const m = value.match(DDMMYYYY);
+  if (!m) return false;
+  const [, dd, mm, yyyy] = m;
+  const d = new Date(Number(yyyy), Number(mm) - 1, Number(dd));
+  return !(
+    Number.isNaN(d.getTime()) ||
+    d.getDate() !== Number(dd) ||
+    d.getMonth() !== Number(mm) - 1 ||
+    d.getFullYear() !== Number(yyyy)
+  );
+}
+
+export function parseDdmmyyyy(value: string): Date {
+  const m = value.match(DDMMYYYY);
+  if (!m) throw new Error(`Date is not DD-MM-YYYY: ${value}`);
+  const [, dd, mm, yyyy] = m;
+  const d = new Date(Number(yyyy), Number(mm) - 1, Number(dd));
+  if (
+    Number.isNaN(d.getTime()) ||
+    d.getDate() !== Number(dd) ||
+    d.getMonth() !== Number(mm) - 1 ||
+    d.getFullYear() !== Number(yyyy)
+  ) {
+    throw new Error(`Invalid date: ${value}`);
+  }
+  return d;
+}
+
+export function monthKey(value?: string): string {
+  const d = parseOccurredAt(value);
+  return `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, "0")}`;
+}
+
+export function currentMonthKey(): string {
+  const now = new Date();
+  return `${now.getFullYear()}-${String(now.getMonth() + 1).padStart(2, "0")}`;
+}
+
+export function monthLabel(key: string): string {
+  const [y, m] = key.split("-").map(Number);
+  if (!y || !m) return key;
+  const d = new Date(y, m - 1, 1);
+  return d.toLocaleDateString("en-IN", { month: "long", year: "numeric" });
+}
+
+export function dateLabel(value: string): string {
+  const d = parseOccurredAt(value);
+  return d.toLocaleDateString("en-IN", { day: "numeric", month: "short", year: "numeric" });
+}
--- a/src/common/utils/fieldConfigs.ts
+++ b/src/common/utils/fieldConfigs.ts
@@ -0,0 +1,26 @@
+import type { ResourceConfig } from "../../../react-openapi";
+import type { TxnFieldConfigs } from "../types";
+
+export function buildTxnFieldConfigs(resources: ResourceConfig[]): TxnFieldConfigs | null {
+  const expensesRes = resources.find((r) => r.name === "expenses");
+  const entitiesRes = resources.find((r) => r.name === "entities");
+  const accountsRes = resources.find((r) => r.name === "accounts");
+  const find = (res: ResourceConfig | undefined, name: string) => res?.fields.find((f) => f.name === name);
+  const entity = find(expensesRes, "entity");
+  const amount = find(expensesRes, "amount");
+  const account = find(expensesRes, "account");
+  const occurredAt = find(expensesRes, "occurred_at");
+  const logo = find(entitiesRes, "logo");
+  if (!entity || !amount || !account || !occurredAt || !logo) return null;
+  return {
+    entity,
+    amount,
+    account,
+    occurredAt,
+    logo,
+    formats: {
+      entity: entitiesRes?.displayFormat ?? "{name}",
+      account: accountsRes?.displayFormat ?? "{name}",
+    },
+  };
+}
--- a/src/common/utils/transactions.ts
+++ b/src/common/utils/transactions.ts
@@ -0,0 +1,161 @@
+import type { ExpenseItem } from "../types";
+import { dateLabel, monthKey, monthLabel, parseOccurredAt } from "./dates";
+
+export function isExpense(item: ExpenseItem): boolean {
+  return (item.amount ?? 0) < 0;
+}
+
+export interface DateGroup {
+  date: string;
+  label: string;
+  items: ExpenseItem[];
+}
+
+export function groupByDate(items: ExpenseItem[]): DateGroup[] {
+  const sorted = [...items].sort(
+    (a, b) => parseOccurredAt(b.occurred_at).getTime() - parseOccurredAt(a.occurred_at).getTime(),
+  );
+  const map = new Map<string, ExpenseItem[]>();
+  for (const item of sorted) {
+    const key = item.occurred_at ?? "";
+    const list = map.get(key) ?? [];
+    list.push(item);
+    map.set(key, list);
+  }
+  return [...map.entries()].map(([date, list]) => ({
+    date,
+    label: dateLabel(date),
+    items: list,
+  }));
+}
+
+export type PeriodGranularity = "weekly" | "monthly" | "quarterly" | "yearly";
+
+export interface PeriodGroup {
+  key: string;
+  label: string;
+  items: ExpenseItem[];
+  spent: number;
+  income: number;
+  currency: string;
+}
+
+/** Metrics verbatim from the API's ReportMetrics (camelCased). */
+export interface ListGroupMetrics {
+  sum: number;
+  count: number;
+  avg: number | null;
+  min: number | null;
+  max: number | null;
+  cadence: number | null;
+  frequency: number | null;
+}
+
+export interface ListPeriodGroup extends PeriodGroup {
+  metrics?: ListGroupMetrics;
+}
+
+function isoWeekKey(d: Date): string {
+  const date = new Date(Date.UTC(d.getFullYear(), d.getMonth(), d.getDate()));
+  const day = date.getUTCDay() || 7;
+  date.setUTCDate(date.getUTCDate() + 4 - day);
+  const yearStart = new Date(Date.UTC(date.getUTCFullYear(), 0, 1));
+  const week = Math.ceil(((date.getTime() - yearStart.getTime()) / 86400000 + 1) / 7);
+  return `${date.getUTCFullYear()}-W${String(week).padStart(2, "0")}`;
+}
+
+function quarterKey(d: Date): string {
+  return `${d.getFullYear()}-Q${Math.floor(d.getMonth() / 3) + 1}`;
+}
+
+export function periodKey(value: string | undefined, granularity: PeriodGranularity): string {
+  const d = parseOccurredAt(value);
+  switch (granularity) {
+    case "weekly":
+      return isoWeekKey(d);
+    case "quarterly":
+      return quarterKey(d);
+    case "yearly":
+      return String(d.getFullYear());
+    default:
+      return monthKey(value);
+  }
+}
+
+export function periodLabel(key: string, granularity: PeriodGranularity): string {
+  switch (granularity) {
+    case "weekly":
+    case "yearly":
+      return key;
+    case "quarterly": {
+      const [y, q] = key.split("-Q");
+      return `Q${q} ${y}`;
+    }
+    default:
+      return monthLabel(key);
+  }
+}
+
+export function groupByPeriod(items: ExpenseItem[], granularity: PeriodGranularity = "monthly"): PeriodGroup[] {
+  const map = new Map<string, ExpenseItem[]>();
+  for (const item of items) {
+    const key = periodKey(item.occurred_at, granularity);
+    const list = map.get(key) ?? [];
+    list.push(item);
+    map.set(key, list);
+  }
+  return [...map.entries()]
+    .map(([key, list]) => {
+      const sorted = [...list].sort(
+        (a, b) => parseOccurredAt(b.occurred_at).getTime() - parseOccurredAt(a.occurred_at).getTime(),
+      );
+      const currency = sorted.find((it) => it.account?.currency)?.account?.currency ?? "INR";
+      const spent = sorted.filter(isExpense).reduce((sum, it) => sum + Math.abs(it.amount ?? 0), 0);
+      const income = sorted.filter((it) => !isExpense(it)).reduce((sum, it) => sum + (it.amount ?? 0), 0);
+      return { key, label: periodLabel(key, granularity), items: sorted, spent, income, currency };
+    })
+    .sort((a, b) => b.key.localeCompare(a.key));
+}
+
+export interface TxnMetrics {
+  sum: number;
+  count: number;
+  avg: number | null;
+  min: number | null;
+  max: number | null;
+  cadenceDays: number | null;
+  frequency: number | null;
+}
+
+/** Mirrors backend ReportMetrics.compute_metrics over a list of transactions. */
+export function computeTxnMetrics(items: ExpenseItem[]): TxnMetrics {
+  const amounts = items.filter((it) => typeof it.amount === "number").map((it) => it.amount as number);
+  const empty = { sum: 0, count: 0, avg: null, min: null, max: null, cadenceDays: null, frequency: null };
+  if (amounts.length === 0) {
+    return empty;
+  }
+  const dates = items
+    .map((it) => it.occurred_at)
+    .filter((d): d is string => !!d)
+    .map((d) => parseOccurredAt(d).getTime())
+    .sort((a, b) => a - b);
+  const sum = amounts.reduce((s, a) => s + a, 0);
+  let cadenceDays: number | null = null;
+  if (dates.length >= 2) {
+    const gaps: number[] = [];
+    for (let i = 0; i < dates.length - 1; i += 1) {
+      gaps.push((dates[i + 1] - dates[i]) / 86400000);
+    }
+    cadenceDays = Math.round((gaps.reduce((s, g) => s + g, 0) / gaps.length) * 100) / 100;
+  }
+  const frequency = cadenceDays != null && cadenceDays > 0 ? Math.round((1 / cadenceDays) * 100) / 100 : null;
+  return {
+    sum,
+    count: amounts.length,
+    avg: sum / amounts.length,
+    min: Math.min(...amounts),
+    max: Math.max(...amounts),
+    cadenceDays,
+    frequency,
+  };
+}
--- a/src/main.jsx
+++ b/src/main.jsx
@@ -17,7 +17,8 @@ import {
 import Home from './Home';
 import FetchRequests from './FetchRequest/FetchRequestCreate';
 import FetchRequestDetail from './FetchRequest/FetchRequestDetail';
-import Expense from './Expense/Expense';
+import Expense from './Expense';
+import Reports from './Reports/Report';
 import { AppProvider, useAppContext, Admin, ProfileRoutes } from '../react-openapi';
 import { AuthProvider, AuthPage, useAuth, ProfileCreate, ProfileEdit, ProfileView } from "../react-auth";
 import Header from './Header';
@@ -80,6 +81,7 @@ const routerMapping = [
  { path: "/fetch-requests", component: FetchRequests, headerTitle: "Fetch Requests" },
  { path: "/fetch-requests/:id", component: FetchRequestDetail, headerTitle: "Fetch Request" },
  { path: "/expenses", component: Expense, headerTitle: "Expenses" },
+  { path: "/reports", component: Reports, headerTitle: "Reports" },
  { path: "/admin/*", component: Admin, headerTitle: "Admin" },
  { path: "/profile/*", component: ProfileRoutes, headerTitle: "Profile" },
 ];