Vishesh 'ironeagle' Bangotra 16d164b92a Dashboard Refactor (#5)
# Dashboard Refactor

## Overview

This merge request performs a major cleanup and architectural refactor of the dashboard component system.

The primary goals were:

* Consolidate dashboard state handling
* Standardize component contracts
* Remove duplicated transaction aggregation logic
* Simplify theming
* Eliminate unnecessary wrapper/view layers
* Improve maintainability and type safety

---

# Major Changes

## Dashboard Architecture Refactor

### Consolidated State API

Introduced a centralized `DashboardStateSetters` interface:

```ts
export interface DashboardStateSetters {
  setSelectedPeriodId: (id: DashboardSelectedPeriodId) => void;
  setSelectedGroupKey: (groupKey: GroupKey | null) => void;
  toggleFlow: () => void;
  togglePeriodType: () => void;
  toggleComparison: () => void;
}
```

This removes scattered prop drilling and standardizes dashboard interaction handling.

---

### Introduced Shared `ComponentProps`

All dashboard widgets now consume a unified contract:

```ts
export interface ComponentProps extends DashboardSection {
  reportData: ReportData;

  state: DashboardState;
  stateSetters: DashboardStateSetters;
  isFetching: boolean;

  colorScheme: {
    primary: string;
    light: string;
    text: string;
  };
}
```

Benefits:

* Consistent widget APIs
* Reduced repetitive prop definitions
* Easier extensibility
* Cleaner component composition

---

### Removed `Dashboard.view.tsx`

The view/container split was removed.

Dashboard rendering now lives directly inside:

```ts
Dashboard.tsx
```

Benefits:

* Reduced indirection
* Easier navigation
* Lower cognitive overhead
* Simpler state flow

---

## Dashboard Config Cleanup

Removed legacy `style.size` configuration from dashboard sections.

Before:

```ts
style: {
  size: 12,
}
```

Now:

```ts
{
  id: "items",
  title: "Recent Transactions",
  component: LatestItems,
}
```

This simplifies section configuration and removes unnecessary abstraction.

---

# Shared Transaction Utilities

## Added `extractFilteredTransactions`

Created a reusable transaction extraction helper:

```ts
extractFilteredTransactions(
  reportData,
  selectedPeriodId,
  selectedGroupKey
)
```

This centralizes:

* Period resolution
* Group filtering
* Tag filtering
* Payee filtering

Previously duplicated across:

* LatestItems
* TopTags
* TopPayees

---

## Added `aggregateTransactions`

Created a reusable aggregation utility:

```ts
aggregateTransactions(
  transactions,
  keyExtractor,
  limit
)
```

Benefits:

* Removes repeated Map aggregation logic
* Standardizes sorting and totals
* Simplifies adapters significantly

---

# HistoryChart Refactor

## Split Models vs Props

Separated:

* data models
* component props
* view props

into dedicated files.

New:

```txt
HistoryChart.models.ts
HistoryChart.props.ts
```

Benefits:

* Cleaner typing boundaries
* Better maintainability
* Reduced coupling

---

## Migrated to Shared Dashboard State

HistoryChart now consumes:

```ts
state
stateSetters
```

instead of individual props.

This aligns it with the new dashboard architecture.

---

# LatestItems Refactor

## Simplified Component Contract

Removed duplicated props:

* flow
* header
* accentColor
* selectedPeriodId
* selectedGroupKey

Now inherited from shared `ComponentProps`.

---

## Added Auto Reset on Flow Change

```ts
React.useEffect(() => {
  setVisibleCount(5);
}, [flow]);
```

Improves UX when switching inflow/outflow views.

---

# ProgressCard Refactor

## Removed `ProgressCard.tsx`

Deleted unnecessary wrapper component.

Rendering logic now lives directly in:

```txt
ProgressCard.view.tsx
```

---

## Introduced `ProgressCard.props.ts`

Separated props into dedicated interfaces:

```ts
ProgressCardProps
ProgressCardViewProps
```

---

## Reworked Styling System

Removed dependency on:

```ts
colorTheme
```

Now fully driven by:

```ts
colorScheme
```

Benefits:

* Consistent dashboard-wide theming
* Better dark mode behavior
* Reduced MUI palette coupling

---

## Improved Visual Consistency

Updated:

* borders
* shadows
* progress bar styling
* dark mode surfaces
* selection state styling

to use standardized dashboard colors.

---

# TopTags & TopPayees Refactor

## Removed Duplicated Aggregation Logic

Both adapters now use:

```ts
extractFilteredTransactions()
aggregateTransactions()
```

instead of maintaining separate filtering/aggregation implementations.

Benefits:

* Less code duplication
* Consistent behavior
* Easier future maintenance

---

## Migrated to Shared Component Props

Both components now consume:

```ts
ComponentProps
```

via:

```ts
ProgressCardProps
```

This aligns all dashboard widgets under the same architecture.

---

# Theme System Cleanup

## Consolidated AppTheme

Moved to:

```txt
src/shared-theme/AppTheme.tsx
```

and removed unused duplicate implementations.

---

## Added Explicit Color Mode Context

Introduced:

```ts
ColorModeContext
```

with:

* `mode`
* `setMode`
* `toggleColorMode`

This provides a cleaner foundation for future theme controls.

---

## Simplified Theme Creation

Replaced older MUI experimental color scheme setup with:

```ts
getDesignTokens(mode)
```

Benefits:

* Easier to reason about
* Cleaner light/dark handling
* Less framework complexity

---

## Added Global CssBaseline

```tsx
<CssBaseline />
```

is now applied centrally inside `AppTheme`.

---

# Type Safety Improvements

## Removed Optional Fields Where Invalid

Several previously optional fields are now required:

```ts
title: string
background: string
text: string
isFetching: boolean
style.palette
```

Benefits:

* Stronger guarantees
* Fewer runtime fallbacks
* Simpler rendering logic

---

# Cleanup Summary

## Removed

* `Dashboard.view.tsx`
* `ProgressCard.tsx`
* legacy prop duplication
* repeated transaction extraction logic
* repeated aggregation logic
* unused style configuration
* legacy theme configuration complexity

---

## Added

* centralized dashboard state setters
* reusable transaction helpers
* reusable aggregation helper
* unified component props
* dedicated prop definition files
* explicit color mode context
* consolidated theme provider

---

# Result

The dashboard system is now:

* significantly more maintainable
* easier to extend
* more type-safe
* less repetitive
* more consistent across widgets
* cleaner in terms of state ownership
* simpler to theme and customize

Reviewed-on: #5
Co-authored-by: Vishesh 'ironeagle' Bangotra <aetoskia@gmail.com>
Co-committed-by: Vishesh 'ironeagle' Bangotra <aetoskia@gmail.com>
2026-05-19 07:11:46 +00:00
2026-04-04 12:59:52 +05:30
2026-05-19 07:11:46 +00:00
2026-04-04 12:46:28 +05:30
2026-04-04 12:46:28 +05:30
2026-04-04 12:46:28 +05:30
2026-04-04 12:46:28 +05:30
2026-04-04 12:46:28 +05:30
2026-04-04 12:46:28 +05:30
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