items-by-period #2
@@ -1,133 +1,13 @@
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import * as React from "react";
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import * as React from "react";
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import { HistoryChartProps, ChartDataPoint } from "./HistoryChart.models";
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import { HistoryChartProps } from "./HistoryChart.models";
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import HistoryChartView from "./HistoryChart.view";
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import HistoryChartView from "./HistoryChart.view";
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import { ReportPeriod } from "../../features/report";
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import { buildChartData, tabToKey } from "./HistoryChart.adapter";
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type DecoratedPeriod = ReportPeriod & {
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id: string;
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label: string;
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};
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const TAB_TO_KEY: Record<string, "weekly" | "monthly" | "yearly" | "fyly" | "full"> = {
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Weekly: "weekly",
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Monthly: "monthly",
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Yearly: "yearly",
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'Financial Year': "fyly",
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'All Time': "full"
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};
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function getAmount(p: ReportPeriod, mode: "expense" | "income") {
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return mode === "expense" ? p.expenses.sum : p.incomes.sum;
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}
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function mergeMetric(a: any, b: any) {
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const sum = a.sum + b.sum;
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const count = a.count + b.count;
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return {
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...a,
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sum,
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count,
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average: count > 0 ? sum / count : 0,
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transactions: a.transactions || b.transactions
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? [
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...(a.transactions || []),
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...(b.transactions || [])
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]
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: undefined
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};
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}
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function mergeBuckets(
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buckets: any[],
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key: "weekly" | "monthly" | "yearly" | "fyly" | "full"
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): DecoratedPeriod[] {
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const map = new Map<string, DecoratedPeriod>();
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for (const bucket of buckets) {
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const periods = (bucket.periods[key] || []) as DecoratedPeriod[];
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for (const p of periods) {
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const existing = map.get(p.id);
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if (!existing) {
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map.set(p.id, {
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...p,
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expenses: { ...p.expenses },
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incomes: { ...p.incomes }
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});
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} else {
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map.set(p.id, {
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...existing,
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expenses: mergeMetric(existing.expenses, p.expenses),
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incomes: mergeMetric(existing.incomes, p.incomes)
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});
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}
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}
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}
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return Array.from(map.values()).sort(
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(a, b) => new Date(a.start).getTime() - new Date(b.start).getTime()
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);
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}
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function attachComparison(
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points: ChartDataPoint[],
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key: "weekly" | "monthly" | "yearly" | "fyly" | "full"
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): ChartDataPoint[] {
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const getCompareIndex = (i: number) => {
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if (key === "weekly") return i - 4;
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if (key === "monthly") return i - 12;
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if (key === "yearly") return i - 1;
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if (key === "fyly") return i - 1;
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return -1;
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};
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return points.map((p, i) => {
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const ci = getCompareIndex(i);
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return {
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...p,
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compare:
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ci >= 0 && points[ci]
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? {
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id: points[ci].id,
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label: points[ci].label,
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amount: points[ci].amount
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}
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: undefined
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};
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});
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}
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function buildChartData(
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reportData: HistoryChartProps["reportData"],
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key: "weekly" | "monthly" | "yearly" | "fyly" | "full",
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mode: "expense" | "income",
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comparison: boolean
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): ChartDataPoint[] {
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const merged = mergeBuckets(reportData.buckets, key);
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console.log("Merged periods:", merged);
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let points: ChartDataPoint[] = merged.map((p) => ({
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id: p.id,
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label: p.label,
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amount: getAmount(p, mode)
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}));
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if (comparison) {
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points = attachComparison(points, key);
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}
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return points;
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}
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export default function HistoryChart(props: HistoryChartProps) {
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export default function HistoryChart(props: HistoryChartProps) {
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const {
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const {
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tabs,
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tabs,
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reportData,
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reportData,
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mode,
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mode,
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periodType,
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comparison,
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comparison,
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selectedPeriodId,
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selectedPeriodId,
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setSelectedPeriodId
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setSelectedPeriodId
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@@ -136,7 +16,7 @@ export default function HistoryChart(props: HistoryChartProps) {
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const [activeTab, setActiveTab] = React.useState<string>(tabs[0] || "");
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const [activeTab, setActiveTab] = React.useState<string>(tabs[0] || "");
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const [startIndex, setStartIndex] = React.useState(0);
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const [startIndex, setStartIndex] = React.useState(0);
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const activeDataKey = TAB_TO_KEY[activeTab];
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const activeDataKey = tabToKey(activeTab);
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const currentData = React.useMemo(() => {
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const currentData = React.useMemo(() => {
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return buildChartData(reportData, activeDataKey, mode, comparison);
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return buildChartData(reportData, activeDataKey, mode, comparison);
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@@ -184,7 +64,7 @@ export default function HistoryChart(props: HistoryChartProps) {
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React.useEffect(() => {
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React.useEffect(() => {
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setSelectedPeriodId(null);
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setSelectedPeriodId(null);
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}, [activeTab, periodType]);
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}, [activeTab]);
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React.useEffect(() => {
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React.useEffect(() => {
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if (
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if (
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@@ -1,18 +1,14 @@
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import * as React from "react";
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export interface LatestItem {
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export interface LatestItem {
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id: string | number;
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id: string | number;
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icon: React.ReactNode;
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iconBgColor?: string;
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title: string;
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title: string;
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subtitle: string;
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subtitle: string;
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amount: string;
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amount: string;
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timeAgo: string;
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timeAgo: string;
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}
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}
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export interface LatestItemsListProps {
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export interface LatestItemsViewProps {
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title?: string;
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items: LatestItem[];
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items: LatestItem[];
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onViewAll?: () => void;
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accentColor: string;
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accentColor: string;
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canExpand: boolean;
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onExpand: () => void;
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}
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}
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@@ -1,18 +1,7 @@
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import * as React from "react";
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import * as React from "react";
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import {
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import { ReportData } from "../../features/report";
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List,
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import { buildLatestItems } from "./LatestItems.adapter";
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ListItem,
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import LatestItemsView from "./LatestItems.view";
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ListItemAvatar,
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ListItemText,
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Avatar,
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Typography,
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Box,
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IconButton
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} from "@mui/material";
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import ExpandMoreIcon from "@mui/icons-material/ExpandMore";
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import { ReportData, Transaction, ReportPeriod } from "../../features/report";
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import { formatCurrency } from "../ProgressCard/ProgressCard.utils";
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type Props = {
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type Props = {
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reportData: ReportData;
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reportData: ReportData;
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@@ -21,190 +10,33 @@ type Props = {
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accentColor: string;
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accentColor: string;
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};
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};
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type DecoratedPeriod = ReportPeriod & {
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id: string;
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label: string;
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};
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function mergePeriods(
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reportData: ReportData,
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key: "weekly" | "monthly" | "yearly" | "fyly" | "full"
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): DecoratedPeriod[] {
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const map = new Map<string, DecoratedPeriod>();
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for (const bucket of reportData.buckets) {
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const periods = (bucket.periods[key] || []) as DecoratedPeriod[];
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for (const p of periods) {
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const existing = map.get(p.id);
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if (!existing) {
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map.set(p.id, {
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...p,
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expenses: {
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...p.expenses,
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transactions: [...(p.expenses.transactions || [])],
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},
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incomes: {
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...p.incomes,
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transactions: [...(p.incomes.transactions || [])],
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},
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});
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} else {
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existing.expenses.transactions?.push(...(p.expenses.transactions || []));
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existing.incomes.transactions?.push(...(p.incomes.transactions || []));
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}
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}
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}
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return Array.from(map.values());
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}
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function extractTransactions(
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reportData: ReportData,
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selectedPeriodId: string | null,
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mode: "expense" | "income",
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): Transaction[] {
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let periods: DecoratedPeriod[] = [];
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if (selectedPeriodId) {
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const prefix = selectedPeriodId.split(":")[0];
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const map: any = {
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W: "weekly",
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M: "monthly",
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Y: "yearly",
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FY: "fyly",
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FULL: "full"
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};
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const key = map[prefix];
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periods = mergePeriods(reportData, key);
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const selected = periods.find(p => p.id === selectedPeriodId);
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if (!selected) return [];
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return mode === "expense"
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? (selected.expenses.transactions || [])
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: (selected.incomes.transactions || []);
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}
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periods = mergePeriods(reportData, "full");
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if (!periods.length) return [];
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const full = periods[0];
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return mode === "expense"
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? (full.expenses.transactions || [])
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: (full.incomes.transactions || []);
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}
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export default function LatestItems({
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export default function LatestItems({
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reportData,
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reportData,
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mode,
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mode,
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selectedPeriodId,
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selectedPeriodId,
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accentColor
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accentColor,
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}: Props) {
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}: Props) {
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const [visibleCount, setVisibleCount] = React.useState(5);
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const [visibleCount, setVisibleCount] = React.useState(5);
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const items = React.useMemo(() => {
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const allItems = React.useMemo(() => {
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const txns = extractTransactions(reportData, selectedPeriodId, mode);
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return buildLatestItems(reportData, selectedPeriodId, mode);
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return txns
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.filter((t) => (mode === "expense" ? t.amount < 0 : t.amount >= 0))
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.sort(
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(a, b) =>
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new Date(b.occurred_at).getTime() -
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new Date(a.occurred_at).getTime()
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)
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.map((t, index) => ({
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id: index + 1,
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title: t.payee.name,
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subtitle: t.tags.map((tag) => tag.name).join(", "),
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amount: formatCurrency(t.amount),
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timeAgo: new Date(t.occurred_at).toLocaleDateString("en-IN"),
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}));
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}, [reportData, selectedPeriodId, mode]);
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}, [reportData, selectedPeriodId, mode]);
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const isPeriodSelected = Boolean(selectedPeriodId);
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const isPeriodSelected = Boolean(selectedPeriodId);
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const visibleItems = React.useMemo(() => {
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const visibleItems = React.useMemo(() => {
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if (!isPeriodSelected) return items.slice(0, 5);
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if (!isPeriodSelected) return allItems.slice(0, 5);
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return items.slice(0, visibleCount);
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return allItems.slice(0, visibleCount);
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}, [items, isPeriodSelected, visibleCount]);
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}, [allItems, isPeriodSelected, visibleCount]);
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const canExpand = isPeriodSelected && visibleCount < items.length;
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const canExpand = isPeriodSelected && visibleCount < allItems.length;
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return (
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return (
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<Box sx={{ width: "100%", bgcolor: "background.paper", borderRadius: 4, p: 2 }}>
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<LatestItemsView
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<Box sx={{ mb: 2, px: 2 }}>
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items={visibleItems}
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<Typography variant="h6" fontWeight="bold">
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accentColor={accentColor}
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Recent Transactions
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canExpand={canExpand}
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</Typography>
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onExpand={() => setVisibleCount((prev) => prev + 5)}
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</Box>
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/>
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<List disablePadding>
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{visibleItems.map((item, index) => (
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<ListItem
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key={item.id}
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sx={{
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px: { xs: 1, sm: 2 },
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py: 2,
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mb: index !== visibleItems.length - 1 ? 1 : 0,
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borderRadius: 3,
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"&:hover": { bgcolor: "action.hover" },
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}}
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>
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<ListItemAvatar>
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<Avatar
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variant="rounded"
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sx={{
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bgcolor: `${accentColor}22`,
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width: 48,
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height: 48,
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borderRadius: 3,
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mr: 2,
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}}
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/>
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</ListItemAvatar>
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<ListItemText
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primary={
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<Typography variant="subtitle1" fontWeight={600}>
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{item.title}
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</Typography>
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}
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secondary={
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<Typography variant="body2" color="text.secondary">
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{item.subtitle}
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</Typography>
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}
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/>
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<Box sx={{ textAlign: "right" }}>
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<Typography variant="subtitle1" fontWeight={700}>
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{item.amount}
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</Typography>
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<Typography variant="caption" color="text.secondary">
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{item.timeAgo}
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</Typography>
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</Box>
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</ListItem>
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))}
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{canExpand && (
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||||||
<Box sx={{ display: "flex", justifyContent: "center", mt: 2 }}>
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<IconButton
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size="small"
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onClick={() => setVisibleCount((prev) => prev + 5)}
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>
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<ExpandMoreIcon />
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</IconButton>
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</Box>
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)}
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</List>
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</Box>
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||||||
);
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);
|
||||||
}
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}
|
||||||
|
|||||||
@@ -1,6 +1,88 @@
|
|||||||
import LatestItemsListView from "./LatestItems.view";
|
import * as React from "react";
|
||||||
import { LatestItemsListProps } from "./LatestItems.models";
|
import {
|
||||||
|
List,
|
||||||
|
ListItem,
|
||||||
|
ListItemAvatar,
|
||||||
|
ListItemText,
|
||||||
|
Avatar,
|
||||||
|
Typography,
|
||||||
|
Box,
|
||||||
|
IconButton,
|
||||||
|
} from "@mui/material";
|
||||||
|
import ExpandMoreIcon from "@mui/icons-material/ExpandMore";
|
||||||
|
import { LatestItemsViewProps } from "./LatestItems.models";
|
||||||
|
|
||||||
export default function LatestItemsList(props: LatestItemsListProps) {
|
export default function LatestItemsView({
|
||||||
return <LatestItemsListView {...props} />;
|
items,
|
||||||
|
accentColor,
|
||||||
|
canExpand,
|
||||||
|
onExpand,
|
||||||
|
}: LatestItemsViewProps) {
|
||||||
|
return (
|
||||||
|
<Box sx={{ width: "100%", bgcolor: "background.paper", borderRadius: 4, p: 2 }}>
|
||||||
|
<Box sx={{ mb: 2, px: 2 }}>
|
||||||
|
<Typography variant="h6" fontWeight="bold">
|
||||||
|
Recent Transactions
|
||||||
|
</Typography>
|
||||||
|
</Box>
|
||||||
|
|
||||||
|
<List disablePadding>
|
||||||
|
{items.map((item, index) => (
|
||||||
|
<ListItem
|
||||||
|
key={item.id}
|
||||||
|
sx={{
|
||||||
|
px: { xs: 1, sm: 2 },
|
||||||
|
py: 2,
|
||||||
|
mb: index !== items.length - 1 ? 1 : 0,
|
||||||
|
borderRadius: 3,
|
||||||
|
"&:hover": { bgcolor: "action.hover" },
|
||||||
|
}}
|
||||||
|
>
|
||||||
|
<ListItemAvatar>
|
||||||
|
<Avatar
|
||||||
|
variant="rounded"
|
||||||
|
sx={{
|
||||||
|
bgcolor: `${accentColor}22`,
|
||||||
|
width: 48,
|
||||||
|
height: 48,
|
||||||
|
borderRadius: 3,
|
||||||
|
mr: 2,
|
||||||
|
}}
|
||||||
|
/>
|
||||||
|
</ListItemAvatar>
|
||||||
|
|
||||||
|
<ListItemText
|
||||||
|
primary={
|
||||||
|
<Typography variant="subtitle1" fontWeight={600}>
|
||||||
|
{item.title}
|
||||||
|
</Typography>
|
||||||
|
}
|
||||||
|
secondary={
|
||||||
|
<Typography variant="body2" color="text.secondary">
|
||||||
|
{item.subtitle}
|
||||||
|
</Typography>
|
||||||
|
}
|
||||||
|
/>
|
||||||
|
|
||||||
|
<Box sx={{ textAlign: "right" }}>
|
||||||
|
<Typography variant="subtitle1" fontWeight={700}>
|
||||||
|
{item.amount}
|
||||||
|
</Typography>
|
||||||
|
<Typography variant="caption" color="text.secondary">
|
||||||
|
{item.timeAgo}
|
||||||
|
</Typography>
|
||||||
|
</Box>
|
||||||
|
</ListItem>
|
||||||
|
))}
|
||||||
|
|
||||||
|
{canExpand && (
|
||||||
|
<Box sx={{ display: "flex", justifyContent: "center", mt: 2 }}>
|
||||||
|
<IconButton size="small" onClick={onExpand}>
|
||||||
|
<ExpandMoreIcon />
|
||||||
|
</IconButton>
|
||||||
|
</Box>
|
||||||
|
)}
|
||||||
|
</List>
|
||||||
|
</Box>
|
||||||
|
);
|
||||||
}
|
}
|
||||||
|
|||||||
@@ -1,7 +1,7 @@
|
|||||||
import * as React from "react";
|
import * as React from "react";
|
||||||
import ProgressCardView from "./ProgressCard.view";
|
import ProgressCardView from "./ProgressCard.view";
|
||||||
import { ProgressCardProps } from "./ProgressCard.models";
|
import { ProgressCardProps } from "./ProgressCard.models";
|
||||||
import { getPercentage, formatCurrency } from "./ProgressCard.utils";
|
import { getPercentage, formatCurrency } from "../report.helpers";
|
||||||
|
|
||||||
export default function ProgressCard(props: ProgressCardProps) {
|
export default function ProgressCard(props: ProgressCardProps) {
|
||||||
const { progressAmount, totalAmount, compact = false } = props;
|
const { progressAmount, totalAmount, compact = false } = props;
|
||||||
|
|||||||
@@ -1,15 +0,0 @@
|
|||||||
export const getPercentage = (progressAmount: number, totalAmount: number) => {
|
|
||||||
if (!totalAmount) return 0;
|
|
||||||
return Math.min(100, Math.max(0, (progressAmount / totalAmount) * 100));
|
|
||||||
};
|
|
||||||
|
|
||||||
export const formatCurrency = (val: number) => {
|
|
||||||
const absVal = Math.abs(val);
|
|
||||||
if (absVal >= 100000) {
|
|
||||||
return `₹ ${(val / 100000).toFixed(2)}L`;
|
|
||||||
}
|
|
||||||
if (absVal >= 1000) {
|
|
||||||
return `₹ ${(val / 1000).toFixed(2)}k`;
|
|
||||||
}
|
|
||||||
return `₹ ${val.toFixed(2)}`;
|
|
||||||
};
|
|
||||||
@@ -1,7 +1,8 @@
|
|||||||
import * as React from "react";
|
import * as React from "react";
|
||||||
import { Box } from "@mui/material";
|
import { Box } from "@mui/material";
|
||||||
import { ReportData, ReportPeriod } from "../../features/report";
|
import { ReportData } from "../../features/report";
|
||||||
import ProgressCard from "./ProgressCard";
|
import ProgressCard from "./ProgressCard";
|
||||||
|
import { extractTopTags } from "./TopTags.adapter";
|
||||||
|
|
||||||
type Props = {
|
type Props = {
|
||||||
reportData: ReportData;
|
reportData: ReportData;
|
||||||
@@ -10,76 +11,14 @@ type Props = {
|
|||||||
compact?: boolean;
|
compact?: boolean;
|
||||||
};
|
};
|
||||||
|
|
||||||
type DecoratedPeriod = ReportPeriod & {
|
|
||||||
id: string;
|
|
||||||
label: string;
|
|
||||||
};
|
|
||||||
|
|
||||||
function getAmount(p: ReportPeriod, mode: "expense" | "income") {
|
|
||||||
return mode === "expense" ? p.expenses.sum : p.incomes.sum;
|
|
||||||
}
|
|
||||||
|
|
||||||
function findPeriod(
|
|
||||||
periods: DecoratedPeriod[],
|
|
||||||
selectedPeriodId?: string | null
|
|
||||||
) {
|
|
||||||
if (!periods.length) return null;
|
|
||||||
|
|
||||||
if (selectedPeriodId) {
|
|
||||||
const match = periods.find((p) => p.id === selectedPeriodId);
|
|
||||||
if (match) return match;
|
|
||||||
}
|
|
||||||
|
|
||||||
// fallback → latest
|
|
||||||
return periods.reduce((latest, p) =>
|
|
||||||
new Date(p.start).getTime() > new Date(latest.start).getTime()
|
|
||||||
? p
|
|
||||||
: latest
|
|
||||||
);
|
|
||||||
}
|
|
||||||
|
|
||||||
export default function TopTags({
|
export default function TopTags({
|
||||||
reportData,
|
reportData,
|
||||||
mode,
|
mode,
|
||||||
selectedPeriodId,
|
selectedPeriodId,
|
||||||
compact = true
|
compact = true,
|
||||||
}: Props) {
|
}: Props) {
|
||||||
const { items, total } = React.useMemo(() => {
|
const { items, total } = React.useMemo(() => {
|
||||||
const tagMap = new Map<string, number>();
|
return extractTopTags(reportData, mode, selectedPeriodId);
|
||||||
|
|
||||||
for (const bucket of reportData.buckets) {
|
|
||||||
const tags = bucket.group_key.tags;
|
|
||||||
if (!tags || tags.length === 0) continue;
|
|
||||||
|
|
||||||
// Prefer FULL if available
|
|
||||||
const fullPeriods = (bucket.periods.full || []) as DecoratedPeriod[];
|
|
||||||
|
|
||||||
const periodsToUse =
|
|
||||||
selectedPeriodId
|
|
||||||
? Object.values(bucket.periods).flat() as DecoratedPeriod[]
|
|
||||||
: fullPeriods;
|
|
||||||
|
|
||||||
const period = findPeriod(periodsToUse, selectedPeriodId);
|
|
||||||
if (!period) continue;
|
|
||||||
|
|
||||||
const amount = getAmount(period, mode);
|
|
||||||
|
|
||||||
for (const tag of tags) {
|
|
||||||
tagMap.set(tag, (tagMap.get(tag) || 0) + amount);
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
const arr = Array.from(tagMap.entries()).map(([tag, amount]) => ({
|
|
||||||
tag,
|
|
||||||
amount
|
|
||||||
}));
|
|
||||||
|
|
||||||
arr.sort((a, b) => b.amount - a.amount);
|
|
||||||
|
|
||||||
const top = arr.slice(0, 4);
|
|
||||||
const total = top.reduce((sum, t) => sum + t.amount, 0);
|
|
||||||
|
|
||||||
return { items: top, total };
|
|
||||||
}, [reportData, mode, selectedPeriodId]);
|
}, [reportData, mode, selectedPeriodId]);
|
||||||
|
|
||||||
return (
|
return (
|
||||||
@@ -89,9 +28,9 @@ export default function TopTags({
|
|||||||
gridTemplateColumns: {
|
gridTemplateColumns: {
|
||||||
xs: "1fr",
|
xs: "1fr",
|
||||||
sm: "repeat(2, 1fr)",
|
sm: "repeat(2, 1fr)",
|
||||||
md: "repeat(4, 1fr)"
|
md: "repeat(4, 1fr)",
|
||||||
},
|
},
|
||||||
gap: 2
|
gap: 2,
|
||||||
}}
|
}}
|
||||||
>
|
>
|
||||||
{items.map((item) => (
|
{items.map((item) => (
|
||||||
|
|||||||
@@ -4,6 +4,7 @@ export {
|
|||||||
export type {
|
export type {
|
||||||
Transaction,
|
Transaction,
|
||||||
ReportData,
|
ReportData,
|
||||||
|
ReportBucket,
|
||||||
ReportPeriod,
|
ReportPeriod,
|
||||||
} from './report.models'
|
} from './report.models'
|
||||||
export {
|
export {
|
||||||
|
|||||||
Reference in New Issue
Block a user