Vishesh 'ironeagle' Bangotra
d4a79c785d
## MR: Fetch Request Pipeline, Report Snapshots, and Admin Filtering
### Summary
Adds fetch request pipeline UI, report snapshot manager, snapshot selector on dashboard, and client-side in-memory filtering for the admin panel. Also overhauls the Home page with feature cards and adds navigation links.
### Changes
**New Pages**
- `/fetch-requests` — Upload bank statements (two-step: upload file, then configure source) or configure email ingestion. Table shows fingerprint (with copy), source type, account, status (color-coded chip), and created date.
- `/reports` — Generate cached report snapshots with filters (ignore self, date range, amount range). Table shows snapshot ID (with copy), creation time, and query summary chips.
**Dashboard**
- Snapshot selector autocomplete dropdown (formatted "Snapshot from {date}"), passes `snapshot_id` to `useReport`
- Styled to match other filter controls (caption above, auto-height)
**Admin — In-Memory Filtering**
- `FilterBar` component: collapsible, Dashboard-style column layout with caption + autocomplete/range/date inputs per filterable field
- `FilterAutocomplete` component: multi-select, free solo, checkmark ticks, selected-first sort frozen while dropdown open (prevents scroll reset)
- `applyClientFilters` in `ResourceView`: handles number range, datetime range, array (object/string elements), non-relation objects, boolean, primitive exact match
- Config-driven via `filterOptions: { mode: "client", fields: [...] }` in `openapi-config.ts`
- Mobile view: each filter takes full width (`flex: "0 0 100%"`), no horizontal squeeze
- `rowCount` omitted in client pagination mode (suppresses MUI X warning)
**Navigation & Home**
- Header nav links: Dashboard, Fetch, Reports
- Home page redesign: gradient hero, "Import Data" CTA, 4 feature cards (Dashboard, Fetch Requests, Report Snapshots, Admin) with accent-colored hover effects
**React-OpenAPI Library**
- `filterOptions` (mode + fields) on `ResourceOverride` and `ResourceConfig` types
- `EnhancedTable` mobile pagination (10 per page with Prev/Next, prevents browser hang with 10000 records)
- `useResource` accepts `filterOptions` from loader
**Misc**
- `public/favicon.png` added, proper `image/png` type in index.html
- 24 files changed, ~1541 insertions, ~100 deletions
### Files Changed (24)
| File | Change |
|------|--------|
| `src/FetchRequests.tsx` | +336 — new page |
| `src/ReportSnapshots.tsx` | +273 — new page |
| `src/features/fetch-requests/` | +96 — models, hooks, index |
| `src/features/report-snapshots/` | +40 — models, hooks, index |
| `src/Dashboard.tsx` | +58 — snapshot selector |
| `src/Home.tsx` | +224 — redesign with feature cards |
| `src/Header.tsx` | +26 — nav links |
| `src/main.jsx` | +4 — routes |
| `react-openapi/components/FilterBar.tsx` | +313 — new component |
| `react-openapi/components/ResourceView.tsx` | +151 — client filtering |
| `react-openapi/components/EnhancedTable.tsx` | +62 — mobile pagination |
| `react-openapi/types/config.ts` | +7 — filterOptions type |
| `react-openapi/types/overrides.ts` | +5 — filterOptions type |
| `react-openapi/utils/openapi_loader.ts` | +8 — load filterOptions |
| `react-openapi/hooks/useResource.ts` | +6 — filterOptions passthrough |
| `react-openapi/index.ts` | +3 — exports |
| `src/openapi-config.ts` | +15 — expenses config |
| `src/features/report/useReport.ts` | +13 — snapshot_id support |
| `index.html` | +1 — favicon link |
| `public/favicon.png` | +2910 bytes |
Reviewed-on: #7
Co-authored-by: Vishesh 'ironeagle' Bangotra <aetoskia@gmail.com>
Co-committed-by: Vishesh 'ironeagle' Bangotra <aetoskia@gmail.com>
61 lines
1.6 KiB
TypeScript
61 lines
1.6 KiB
TypeScript
import { ResourceOverride } from "../react-openapi/types/overrides";
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export const configuration: Record<string, ResourceOverride> = {
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expenses: {
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filterOptions: {
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mode: "client",
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fields: ["account", "payee", "tags", "occurred_at", "amount"],
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},
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fields: {
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payee: {
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displayField: "name",
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filterType: "autocomplete",
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},
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payor: {
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display: false,
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displayField: "username",
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},
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account: {
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displayField: "name",
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filterType: "multiselect",
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},
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tags: {
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displayField: ["name", "icon"],
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filterType: "autocomplete",
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},
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occurred_at: {
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filterType: "date-range",
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formatter: (val: string) => {
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const date = new Date(val);
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const day = date.getDate();
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const month = date.toLocaleString('default', { month: 'long' });
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const year = date.getFullYear();
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const suffix = (day: number) => {
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if (day > 3 && day < 21) return 'th';
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switch (day % 10) {
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case 1: return "st";
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case 2: return "nd";
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case 3: return "rd";
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default: return "th";
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}
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};
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return `${day}${suffix(day)} ${month} ${year}`;
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}
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},
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amount: {
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filterType: "number-range",
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},
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created_at: {
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display: false
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}
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},
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},
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};
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export const profileConfiguration = {
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"extraFields": ['name'],
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"resource": "payors",
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// not in use
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"hidden": true,
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};
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