diff --git a/react-openapi/index.ts b/react-openapi/index.ts
index 0dd032d..5852ac9 100644
--- a/react-openapi/index.ts
+++ b/react-openapi/index.ts
@@ -17,5 +17,6 @@ export { getApi } from "./src/hooks/useApi";
export { useItemSse } from "./src/hooks/useItemSse";
export { sanitizePayload } from "./src/utils/sanitize-payload";
export type { FkResolver } from "./src/utils/sanitize-payload";
+export { formatDate, formatDateTime } from "./src/utils/datetime";
export type { FilterComponentProps } from "./src/context/useResource";
export type { SpecConfiguration, ResourceConfig, FieldConfig, FKFieldConfig, ResourceRelationship, ProfileOperation, ProfileComponents, AuthConfig } from "./src/types";
diff --git a/react-openapi/src/components/fields/ListCellRenderer.tsx b/react-openapi/src/components/fields/ListCellRenderer.tsx
index 598dd16..9d6e235 100644
--- a/react-openapi/src/components/fields/ListCellRenderer.tsx
+++ b/react-openapi/src/components/fields/ListCellRenderer.tsx
@@ -3,6 +3,7 @@ import { useNavigate } from "react-router-dom";
import { Box, Typography, Chip, Avatar, Dialog, DialogTitle, DialogContent, DialogActions, Button, Grid } from "@mui/material";
import type { FieldConfig } from "../../types";
import { applyDisplayFormat, resolveMediaUrl } from "./utils";
+import { formatByFieldFormat } from "../../utils/datetime";
import { InlineRefField } from "./renderers/InlineRefField";
import { CurrencyField } from "./renderers/CurrencyField";
import { extractFields } from "../../transformers/field-config";
@@ -57,7 +58,7 @@ export function ListCellRenderer({ field, value, displayFormat, basePath }: List
{sf.label}
- {fv == null ? "—" : typeof fv === "object" ? (sf.inlineDisplayFormat ? applyDisplayFormat(fv, sf.inlineDisplayFormat) : JSON.stringify(fv)) : String(fv)}
+ {fv == null ? "—" : typeof fv === "object" ? (sf.inlineDisplayFormat ? applyDisplayFormat(fv, sf.inlineDisplayFormat) : JSON.stringify(fv)) : formatByFieldFormat(fv, sf.format)}
@@ -153,5 +154,5 @@ export function ListCellRenderer({ field, value, displayFormat, basePath }: List
return {applyDisplayFormat(value, displayFormat ?? "")};
}
- return {String(value)};
+ return {formatByFieldFormat(value, field.format)};
}
diff --git a/react-openapi/src/components/fields/renderers/DateField.tsx b/react-openapi/src/components/fields/renderers/DateField.tsx
index 8540006..5f335e7 100644
--- a/react-openapi/src/components/fields/renderers/DateField.tsx
+++ b/react-openapi/src/components/fields/renderers/DateField.tsx
@@ -10,11 +10,26 @@ interface Props {
}
export function DateField({ field, value, onChange, error }: Props) {
- const inputType = field.format === "date" ? "date" : "datetime-local";
+ // `x-edit-as: date` renders a date-time field as a plain date picker;
+ // the picked day is submitted as midnight so the stored type is intact.
+ const editAsDate = field.format === "date" || field.editAs === "date";
- const normalized = field.format === "date-time" && typeof value === "string"
- ? value.replace(/\.\d+Z$/, "").replace(/Z$/, "")
- : value;
+ const inputType = editAsDate ? "date" : "datetime-local";
+
+ const normalized = (() => {
+ if (field.format !== "date-time" || typeof value !== "string") return value;
+ if (editAsDate) return value.slice(0, 10);
+ return value.replace(/\.\d+Z$/, "").replace(/Z$/, "");
+ })();
+
+ const handleChange = (e: React.ChangeEvent) => {
+ const v = e.target.value;
+ if (editAsDate && field.format === "date-time" && /^\d{4}-\d{2}-\d{2}$/.test(v)) {
+ onChange(`${v}T00:00:00`);
+ } else {
+ onChange(v);
+ }
+ };
return (
onChange(e.target.value)}
+ onChange={handleChange}
error={!!error}
helperText={error || field.description || undefined}
placeholder={field.description || undefined}
diff --git a/react-openapi/src/components/fields/renderers/InlineRefField.tsx b/react-openapi/src/components/fields/renderers/InlineRefField.tsx
index 5a4adc6..d28a77e 100644
--- a/react-openapi/src/components/fields/renderers/InlineRefField.tsx
+++ b/react-openapi/src/components/fields/renderers/InlineRefField.tsx
@@ -2,6 +2,7 @@ import React, { useState } from "react";
import { Box, Typography, Chip, Dialog, DialogTitle, DialogContent, DialogActions, Button, Grid } from "@mui/material";
import type { FieldConfig } from "../../../types";
import { applyDisplayFormat } from "../utils";
+import { formatByFieldFormat } from "../../../utils/datetime";
import { extractFields } from "../../../transformers/field-config";
import { useAppContext } from "../../../context/AppContext";
@@ -68,7 +69,7 @@ export function InlineRefField({ field, value }: Props) {
{sf.label}
- {value?.[sf.name] == null ? "—" : typeof value[sf.name] === "object" ? (sf.inlineDisplayFormat ? applyDisplayFormat(value[sf.name], sf.inlineDisplayFormat) : JSON.stringify(value[sf.name])) : String(value[sf.name])}
+ {value?.[sf.name] == null ? "—" : typeof value[sf.name] === "object" ? (sf.inlineDisplayFormat ? applyDisplayFormat(value[sf.name], sf.inlineDisplayFormat) : JSON.stringify(value[sf.name])) : formatByFieldFormat(value[sf.name], sf.format)}
))}
diff --git a/react-openapi/src/components/fields/utils.ts b/react-openapi/src/components/fields/utils.ts
index 66407a5..a6ed871 100644
--- a/react-openapi/src/components/fields/utils.ts
+++ b/react-openapi/src/components/fields/utils.ts
@@ -1,3 +1,5 @@
+import { formatIsoLike } from "../../utils/datetime";
+
function getNested(obj: any, path: string): any {
return path.split(".").reduce((o, k) => o?.[k], obj);
}
@@ -6,7 +8,7 @@ export function applyDisplayFormat(item: any, format: string): string {
if (!item || typeof item !== "object") return String(item ?? "");
return format.replace(/\{([\w.]+)\}/g, (_, key) => {
const val = getNested(item, key);
- return val != null ? String(val) : "";
+ return val != null ? formatIsoLike(val) : "";
});
}
diff --git a/react-openapi/src/transformers/field-config.ts b/react-openapi/src/transformers/field-config.ts
index cbdb793..526e8b0 100644
--- a/react-openapi/src/transformers/field-config.ts
+++ b/react-openapi/src/transformers/field-config.ts
@@ -64,6 +64,7 @@ function extractOneOfOptions(schema: any, schemas: Record, discrimi
description: prop["x-description"] ?? "",
type: prop.type ?? "string",
format: prop.format,
+ editAs: prop["x-edit-as"],
order: prop["x-order"] ?? Infinity,
hidden: prop["x-hidden"] ?? {},
filterable: prop["x-filterable"] ?? false,
@@ -130,6 +131,7 @@ export function extractFields(schemaName: string, schema: any, schemas: Record "24 Aug 2026"; non-ISO values pass through. */
+export function formatDate(value: any): string {
+ const d = parseIso(value);
+ return d ? DATE_FMT.format(d) : fallback(value);
+}
+
+/** "2026-08-24T09:07:25" -> "24 Aug 2026, 09:07"; non-ISO values pass through. */
+export function formatDateTime(value: any): string {
+ const d = parseIso(value);
+ return d ? DATETIME_FMT.format(d) : fallback(value);
+}
+
+/** Route by OpenAPI field format ("date" | "date-time"); other formats render plainly. */
+export function formatByFieldFormat(value: any, format?: string): string {
+ if (format === "date") return formatDate(value);
+ if (format === "date-time") return formatDateTime(value);
+ return fallback(value);
+}
+
+/**
+ * Metadata-free variant for display-format templates ({key} interpolation):
+ * reformats a scalar only when it happens to be ISO-shaped.
+ */
+export function formatIsoLike(value: any): string {
+ if (typeof value === "string") {
+ if (ISO_DATETIME.test(value)) return formatDateTime(value);
+ if (ISO_DATE.test(value)) return formatDate(value);
+ }
+ return fallback(value);
+}
diff --git a/src/FetchRequest/FetchRequestCreate.tsx b/src/FetchRequest/FetchRequestCreate.tsx
index 5b19e7b..2a944b6 100644
--- a/src/FetchRequest/FetchRequestCreate.tsx
+++ b/src/FetchRequest/FetchRequestCreate.tsx
@@ -6,6 +6,7 @@ import {
import { useNavigate } from "react-router-dom";
import ReceiptLongIcon from "@mui/icons-material/ReceiptLong";
import DeleteOutlineIcon from "@mui/icons-material/DeleteOutline";
+import { alpha } from "@mui/material/styles";
import { useAppContext, useResource, ListCellRenderer, FormFieldRenderer, getApi, applyDisplayFormat } from "../../react-openapi";
import type { FieldConfig } from "../../react-openapi";
import { PageHeader } from "../ui/PageHeader";
@@ -13,7 +14,34 @@ import { EmptyState } from "../ui/EmptyState";
import { formatApiError } from "../features/fetch-requests";
import { useToast } from "../ui/Toast";
-const CREATE_FIELDS = ["account", "bank", "pipeline", "start_date", "end_date", "source"];
+const CREATE_FIELDS = ["account", "bank", "pipeline", "trust_fallback", "start_date", "end_date", "source"];
+
+// Two-pane form partition — explicit names, spec order is unreliable.
+// Grid stretch keeps both panes equal-height regardless of which source
+// variant is active (email adds From/Subject under the type select).
+const SOURCE_PANE_FIELDS = ["account", "bank"];
+const POLICY_PANE_FIELDS = ["start_date", "end_date", "pipeline", "trust_fallback"];
+
+const glassSx = (theme: any) => ({
+ backgroundColor: alpha(theme.palette.background.default, 0.72),
+ backdropFilter: "blur(8px)",
+ borderColor: "divider",
+ boxShadow: 1,
+});
+
+function GlassPanel({ title, children }: { title: string; children: React.ReactNode }) {
+ return (
+ ({ p: 3, borderRadius: 3, ...glassSx(theme) })}>
+
+ {title}
+
+ {children}
+
+ );
+}
function FetchRequestList() {
const navigate = useNavigate();
@@ -88,31 +116,52 @@ function FetchRequestList() {
({
p: 2,
cursor: "pointer",
- borderRadius: 2,
- transition: "border-color 160ms ease, box-shadow 160ms ease",
- "&:hover": { borderColor: "primary.main", boxShadow: 1 },
- }}
+ borderRadius: 3,
+ transition: "border-color 160ms ease, box-shadow 160ms ease, background-color 160ms ease",
+ "&:hover": {
+ borderColor: "primary.main",
+ boxShadow: 1,
+ backgroundColor: alpha(theme.palette.background.default, 0.9),
+ },
+ ...glassSx(theme),
+ })}
onClick={() => navigate(`/fetch-requests/${row.id}`)}
>
-
- {columns.map((col) => (
-
-
- {col.label}
-
- r.name === col.fk!.resource)?.displayFormat ?? displayFormat)
- : displayFormat}
- />
-
- ))}
-
+
+
+ {columns
+ .filter((col) => col.name !== "created_at")
+ .map((col) => (
+
+
+ {col.label}
+
+ r.name === col.fk!.resource)?.displayFormat ?? displayFormat)
+ : displayFormat}
+ />
+
+ ))}
+
+ {(() => {
+ const dateCol = columns.find((col) => col.name === "created_at");
+ if (!dateCol) return null;
+ return (
+
+
+ {dateCol.label}
+
+
+
+ );
+ })()}
+
+ names.map((name) => {
+ const field = formFields.find((f) => f.name === name);
+ if (!field) return null;
+ return (
+ handleChange(field.name, val)}
+ fkOptions={fkOptions[field.name]}
+ />
+ );
+ });
+
return (
-
-
+ {/* Decorative gradient backdrop — gives the frosted panes something to blur. */}
+
+ [
+ `radial-gradient(640px circle at 12% 8%, ${alpha(theme.palette.primary.main, 0.14)}, transparent 70%)`,
+ `radial-gradient(900px circle at 88% 92%, ${alpha(theme.palette.primary.main, 0.09)}, transparent 70%)`,
+ `radial-gradient(520px circle at 78% 22%, ${alpha(theme.palette.primary.light, 0.07)}, transparent 70%)`,
+ ].join(", "),
+ }}
/>
+
+
-
-
- New Fetch Request
-
-
- Choose an account, pipeline, and a file or email source to kick off an import.
-
+
+
+ New Fetch Request
+
+
+ Choose an account, pipeline, and a file or email source to kick off an import.
+
-
- {formFields.map((field) => (
- handleChange(field.name, val)}
- fkOptions={fkOptions[field.name]}
- />
- ))}
+
+
+ {renderPaneFields(SOURCE_PANE_FIELDS)}
+ {renderPaneFields(["source"])}
+
+ {renderPaneFields(POLICY_PANE_FIELDS)}
+
+
+
+
+
+
+
+ {result && (
+ setResult(null)}>
+ {result.message}
+
+ )}
-
-
-
-
-
- {result && (
- setResult(null)}>
- {result.message}
-
- )}
-
-
-
- Recent Fetch Requests
-
-
-
+
+ Recent Fetch Requests
+
+
+
+
);
}
diff --git a/src/Reports/ReportList.tsx b/src/Reports/ReportList.tsx
index ad264cf..44751ca 100644
--- a/src/Reports/ReportList.tsx
+++ b/src/Reports/ReportList.tsx
@@ -51,7 +51,7 @@ export function ReportList({ reports, loading, fields, selectedId, onView, onReg
"&:hover": { borderColor: "primary.light" },
}}
>
-
+
{report.name || report.id}
@@ -81,14 +81,15 @@ export function ReportList({ reports, loading, fields, selectedId, onView, onReg
{amounts}
)}
- {fields && (
-
-
-
- )}
+ {fields && (
+
+
+
+ )}
+
} onClick={() => onView(report.id)}>
View
diff --git a/src/Reports/ReportViewer.tsx b/src/Reports/ReportViewer.tsx
index ad151f2..fa2bd82 100644
--- a/src/Reports/ReportViewer.tsx
+++ b/src/Reports/ReportViewer.tsx
@@ -4,7 +4,7 @@ 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 { FkMultiSelectField, useResource, formatCurrency, formatDateTime } from "../../react-openapi";
import type { FieldConfig } from "../../react-openapi";
import { StatCard } from "../common/components/StatCard";
import { TransactionList } from "../common/components/TransactionList";
@@ -266,7 +266,7 @@ export function ReportViewer({ id, version, fields, onClose, onRegenerated }: Re
- flow {report.flow} · generated {report.generated_at ?? report.created_at}
+ flow {report.flow} · generated {formatDateTime(report.generated_at ?? report.created_at)}
{range && (
diff --git a/src/features/fetch-requests/fetch-requests.models.ts b/src/features/fetch-requests/fetch-requests.models.ts
index 82a41eb..8d4574b 100644
--- a/src/features/fetch-requests/fetch-requests.models.ts
+++ b/src/features/fetch-requests/fetch-requests.models.ts
@@ -7,7 +7,10 @@ export type FetchRequestStatus =
| "completed"
| "failed";
+export type SourceType = "file" | "pdf" | "xlsx" | "csv" | "email";
+
export interface FileSource {
+ type?: SourceType;
path: string;
bank: string;
raw_lines?: string[];
@@ -17,7 +20,20 @@ export interface FileSource {
txn_dicts_count?: number;
}
+export interface PdfSource extends FileSource {
+ type: "pdf";
+}
+
+export interface XlsxSource extends FileSource {
+ type: "xlsx";
+}
+
+export interface CsvSource extends FileSource {
+ type: "csv";
+}
+
export interface EmailSource {
+ type: "email";
bank: string;
from_email?: string;
subject?: string;
@@ -28,10 +44,13 @@ export interface EmailSource {
export type PipelineType = "heuristic" | "llm" | "llama_parse";
+export type TrustFallback = "amount" | "balance";
+
export interface FetchRequestCreate {
- source: FileSource | EmailSource;
+ source: PdfSource | XlsxSource | CsvSource | EmailSource;
account_name: string;
pipeline?: PipelineType;
+ trust_fallback?: TrustFallback | null;
payor_username?: string;
start_date?: string;
end_date?: string;
@@ -113,7 +132,7 @@ export interface SSEEvent {
export interface FetchRequestFilters {
status?: FetchRequestStatus[];
account_name?: string;
- source_type?: "file" | "email";
+ source_type?: SourceType;
}
export function formatApiError(err: any): string {
diff --git a/src/features/fetch-requests/index.ts b/src/features/fetch-requests/index.ts
index 9750d51..92944cd 100644
--- a/src/features/fetch-requests/index.ts
+++ b/src/features/fetch-requests/index.ts
@@ -5,6 +5,9 @@ export type {
FetchRequestStatus,
FetchRequestFilters,
FileSource,
+ PdfSource,
+ XlsxSource,
+ SourceType,
EmailSource,
UploadResult,
PendingAmbiguity,
@@ -15,6 +18,7 @@ export type {
SSEEventStatus,
ProgressMessage,
PipelineType,
+ TrustFallback,
} from "./fetch-requests.models";
export { RETRY_MAX, formatApiError } from "./fetch-requests.models";
export {