items-by-period #2

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aetos merged 7 commits from items-by-period into main 2026-05-09 13:00:43 +00:00
4 changed files with 325 additions and 0 deletions
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import { ReportData } from "../../features/report";
import {
mergeBucketPeriods,
getAmount,
PeriodKey,
} from "../report.helpers";
import { ChartDataPoint } from "./HistoryChart.models";
// ─── Tab → PeriodKey ─────────────────────────────────────────
const TAB_TO_KEY: Record<string, PeriodKey> = {
Weekly: "weekly",
Monthly: "monthly",
Yearly: "yearly",
"Financial Year": "fyly",
"All Time": "full",
};
export function tabToKey(tab: string): PeriodKey {
return TAB_TO_KEY[tab] ?? "full";
}
// ─── Comparison ──────────────────────────────────────────────
function attachComparison(
points: ChartDataPoint[],
key: PeriodKey
): ChartDataPoint[] {
const getCompareIndex = (i: number) => {
if (key === "weekly") return i - 4;
if (key === "monthly") return i - 12;
if (key === "yearly") return i - 1;
if (key === "fyly") return i - 1;
return -1;
};
return points.map((p, i) => {
const ci = getCompareIndex(i);
return {
...p,
compare:
ci >= 0 && points[ci]
? {
id: points[ci].id,
label: points[ci].label,
amount: points[ci].amount,
}
: undefined,
};
});
}
// ─── Main adapter ────────────────────────────────────────────
export function buildChartData(
reportData: ReportData,
key: PeriodKey,
mode: "expense" | "income",
comparison: boolean
): ChartDataPoint[] {
const merged = mergeBucketPeriods(reportData.buckets, key);
let points: ChartDataPoint[] = merged.map((p) => ({
id: p.id,
label: p.label,
amount: getAmount(p, mode),
}));
if (comparison) {
points = attachComparison(points, key);
}
return points;
}

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import { ReportData, Transaction } from "../../features/report";
import {
mergeBucketPeriods,
periodIdToKey,
formatCurrency,
} from "../report.helpers";
import { LatestItem } from "./LatestItems.models";
// ─── Transaction extraction ─────────────────────────────────
function extractTransactions(
reportData: ReportData,
selectedPeriodId: string | null,
mode: "expense" | "income"
): Transaction[] {
if (selectedPeriodId) {
const key = periodIdToKey(selectedPeriodId);
const periods = mergeBucketPeriods(reportData.buckets, key);
const selected = periods.find((p) => p.id === selectedPeriodId);
if (!selected) return [];
return mode === "expense"
? (selected.expenses.transactions || [])
: (selected.incomes.transactions || []);
}
const periods = mergeBucketPeriods(reportData.buckets, "full");
if (!periods.length) return [];
const full = periods[0];
return mode === "expense"
? (full.expenses.transactions || [])
: (full.incomes.transactions || []);
}
// ─── Main adapter ────────────────────────────────────────────
export function buildLatestItems(
reportData: ReportData,
selectedPeriodId: string | null,
mode: "expense" | "income"
): LatestItem[] {
const txns = extractTransactions(reportData, selectedPeriodId, mode);
return txns
.filter((t) => (mode === "expense" ? t.amount < 0 : t.amount >= 0))
.sort(
(a, b) =>
new Date(b.occurred_at).getTime() -
new Date(a.occurred_at).getTime()
)
.map((t, index) => ({
id: index + 1,
title: t.payee.name,
subtitle: t.tags.map((tag) => tag.name).join(", "),
amount: formatCurrency(t.amount),
timeAgo: new Date(t.occurred_at).toLocaleDateString("en-IN"),
}));
}

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import { ReportData } from "../../features/report";
import {
getAmount,
DecoratedPeriod,
} from "../report.helpers";
// ─── Helpers ─────────────────────────────────────────────────
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
);
}
// ─── Main adapter ────────────────────────────────────────────
export interface TagItem {
tag: string;
amount: number;
}
export function extractTopTags(
reportData: ReportData,
mode: "expense" | "income",
selectedPeriodId?: string | null
): { items: TagItem[]; total: number } {
const tagMap = new Map<string, number>();
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 };
}

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import {
ReportPeriod,
ReportBucket,
} from "../features/report";
// ─── Types ────────────────────────────────────────────────────
export type PeriodKey = "weekly" | "monthly" | "yearly" | "fyly" | "full";
export type DecoratedPeriod = ReportPeriod & {
id: string;
label: string;
};
// ─── Period helpers ───────────────────────────────────────────
const PREFIX_TO_KEY: Record<string, PeriodKey> = {
W: "weekly",
M: "monthly",
Y: "yearly",
FY: "fyly",
FULL: "full",
};
/**
* Derive the period key from a decorated-period id.
* E.g. `"W:2026-04-28_2026-05-04"` → `"weekly"`
*/
export function periodIdToKey(periodId: string): PeriodKey {
const prefix = periodId.split(":")[0];
return PREFIX_TO_KEY[prefix] ?? "full";
}
// ─── Metric helpers ───────────────────────────────────────────
export function getAmount(
period: ReportPeriod,
mode: "expense" | "income"
): number {
return mode === "expense" ? period.expenses.sum : period.incomes.sum;
}
function mergeMetric(a: ReportPeriod["expenses"], b: ReportPeriod["expenses"]) {
const sum = a.sum + b.sum;
const count = a.count + b.count;
return {
...a,
sum,
count,
average: count > 0 ? sum / count : 0,
transactions:
a.transactions || b.transactions
? [...(a.transactions || []), ...(b.transactions || [])]
: undefined,
};
}
/**
* Merge periods with the same id across all buckets, summing
* their metrics and concatenating transactions.
*
* Returns sorted by start date ascending.
*/
export function mergeBucketPeriods(
buckets: ReportBucket[],
key: PeriodKey
): DecoratedPeriod[] {
const map = new Map<string, DecoratedPeriod>();
for (const bucket of buckets) {
const periods = (bucket.periods[key] || []) as DecoratedPeriod[];
for (const p of periods) {
const existing = map.get(p.id);
if (!existing) {
map.set(p.id, {
...p,
expenses: { ...p.expenses },
incomes: { ...p.incomes },
});
} else {
map.set(p.id, {
...existing,
expenses: mergeMetric(existing.expenses, p.expenses),
incomes: mergeMetric(existing.incomes, p.incomes),
});
}
}
}
return Array.from(map.values()).sort(
(a, b) => new Date(a.start).getTime() - new Date(b.start).getTime()
);
}
// ─── Formatting ───────────────────────────────────────────────
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)}`;
};
export const getPercentage = (progressAmount: number, totalAmount: number) => {
if (!totalAmount) return 0;
return Math.min(100, Math.max(0, (progressAmount / totalAmount) * 100));
};