Files
khata-ui/src/Reports/ReportViewer.tsx
Vishesh 'ironeagle' Bangotra 3837c9239e refactor(reports): drop txns_per_month and Count card
Group strip is now Sum/Avg/Min/Max/Cadence-Frequency; count already
shown in the accordion header, per-month rate derivable from monthly
buckets.
2026-08-21 16:54:50 +05:30

346 lines
12 KiB
TypeScript

import React, { useEffect, useMemo, useRef, useState } from "react";
import { Box, Paper, Typography, Button, IconButton, Alert, Skeleton, Chip, MenuItem, Select, FormControl, InputLabel } from "@mui/material";
import CloseIcon from "@mui/icons-material/Close";
import CachedIcon from "@mui/icons-material/Cached";
import { FkMultiSelectField, useResource, formatCurrency } from "../../react-openapi";
import type { FieldConfig } from "../../react-openapi";
import { StatCard } from "../common/components/StatCard";
import { TransactionList } from "../common/components/TransactionList";
import type { TxnFieldConfigs } from "../common/types";
import type { ListPeriodGroup } from "../common/utils/transactions";
import { buildPeriodGroups, sliceSummary, FLOW_OPTIONS, apiErrorMessage } from "./types";
const periodField: FieldConfig = {
name: "period",
label: "Period",
description: "",
type: "string",
order: 0,
hidden: {},
filterable: true,
sortable: false,
readOnly: false,
required: false,
isArray: true,
};
const payeeField: FieldConfig = {
name: "payee",
label: "Payee",
description: "",
type: "string",
order: 0,
hidden: {},
filterable: true,
sortable: false,
readOnly: false,
required: false,
isArray: true,
};
const tagField: FieldConfig = {
name: "tag",
label: "Tag",
description: "",
type: "string",
order: 0,
hidden: {},
filterable: true,
sortable: false,
readOnly: false,
required: false,
isArray: true,
};
interface ReportViewerProps {
id: string;
version: number;
fields: TxnFieldConfigs | null;
onClose: () => void;
onRegenerated: (report: any) => void;
}
function snapshotGranularities(report: any): string[] {
const fromQuery = report?.query?.granularities;
if (Array.isArray(fromQuery) && fromQuery.length) return fromQuery;
const fromResponse = report?.granularities;
if (Array.isArray(fromResponse) && fromResponse.length) return fromResponse;
const series = report?.buckets?.[0]?.series;
return series ? Object.keys(series) : [];
}
export function ReportViewer({ id, version, fields, onClose, onRegenerated }: ReportViewerProps) {
const { get } = useResource("reports");
const [report, setReport] = useState<any | null>(null);
const [loading, setLoading] = useState(true);
const [error, setError] = useState<string | null>(null);
const [reload, setReload] = useState(0);
const [granularity, setGranularity] = useState<string | null>(null);
const [flow, setFlow] = useState("outflows");
const [selectedPeriods, setSelectedPeriods] = useState<string[]>([]);
const [selectedPayees, setSelectedPayees] = useState<string[]>([]);
const [selectedTags, setSelectedTags] = useState<string[]>([]);
const prevGranularity = useRef<string | null>(null);
const params = useMemo(() => {
const p: Record<string, any> = { flow };
if (granularity) p.granularity = [granularity];
if (selectedPeriods.length) p.period_ids = selectedPeriods;
if (selectedPayees.length) p.payee = selectedPayees;
if (selectedTags.length) p.tags = selectedTags;
return p;
}, [granularity, flow, selectedPeriods, selectedPayees, selectedTags]);
useEffect(() => {
let mounted = true;
setLoading(true);
setError(null);
const previous = prevGranularity.current;
get(id, params)
.then((res) => {
if (!mounted) return;
setReport(res);
const options = snapshotGranularities(res);
if (granularity === null && options.length) setGranularity(options[0]);
if (previous !== null && previous !== granularity) setSelectedPeriods([]);
prevGranularity.current = granularity;
})
.catch((e: any) => {
if (!mounted) return;
setError(apiErrorMessage(e));
})
.finally(() => {
if (mounted) setLoading(false);
});
return () => {
mounted = false;
};
}, [id, version, reload, params, get, granularity]);
const granularityOptions = useMemo(() => snapshotGranularities(report), [report]);
const periodOptions = useMemo(
() => (Array.isArray(report?.period_ids) ? report.period_ids.map((label: string) => ({ value: label, label })) : []),
[report],
);
const payeeOptions = useMemo(
() => (Array.isArray(report?.payees) ? report.payees.map((label: string) => ({ value: label, label })) : []),
[report],
);
const tagOptions = useMemo(
() => (Array.isArray(report?.tags) ? report.tags.map((label: string) => ({ value: label, label })) : []),
[report],
);
const filter = useMemo(
() => ({
granularity: granularity ?? granularityOptions[0] ?? "",
periods: selectedPeriods,
payees: selectedPayees,
tags: selectedTags,
}),
[granularity, granularityOptions, selectedPeriods, selectedPayees, selectedTags],
);
const periodGroups = useMemo(() => buildPeriodGroups(report?.buckets ?? [], filter), [report, filter]);
const slice = useMemo(() => sliceSummary(periodGroups), [periodGroups]);
const listGroups = useMemo<ListPeriodGroup[]>(
() =>
periodGroups.map((g) => ({
key: g.key,
label: g.key,
items: g.txns,
spent: g.metrics.outflows,
income: g.metrics.inflows,
currency: g.currency,
metrics: {
sum: g.metrics.sum,
count: g.metrics.count,
avg: g.metrics.avg,
min: g.metrics.min,
max: g.metrics.max,
cadence: g.metrics.cadence,
frequency: g.metrics.frequency,
},
})),
[periodGroups],
);
if (loading && !report) {
return (
<Paper variant="outlined" sx={{ p: 2.5, borderRadius: 3 }}>
<Skeleton variant="text" width={220} height={28} />
<Skeleton variant="rounded" height={120} sx={{ my: 2, borderRadius: 2 }} />
<Skeleton variant="rounded" height={240} sx={{ borderRadius: 2 }} />
</Paper>
);
}
if (error) {
return (
<Paper variant="outlined" sx={{ p: 3, borderRadius: 3 }}>
<Alert severity="error" sx={{ borderRadius: 2 }}>
{error}
</Alert>
<Button size="small" sx={{ mt: 2 }} onClick={() => setReload((r) => r + 1)}>
Retry
</Button>
</Paper>
);
}
if (!report) return null;
const activeGranularity = granularity ?? report.granularities?.[0] ?? "";
const maxBar = periodGroups.reduce((m, g) => Math.max(m, g.metrics.sum), 0);
const range =
report.query?.start_date || report.query?.end_date
? `range ${report.query.start_date || "…"}${report.query.end_date || "…"}`
: null;
return (
<Paper variant="outlined" sx={{ borderRadius: 3, overflow: "hidden" }}>
<Box
sx={{
display: "flex",
alignItems: "center",
gap: 2,
px: 2.5,
py: 2,
borderBottom: "1px solid",
borderColor: "divider",
flexWrap: "wrap",
}}
>
<Box sx={{ flex: 1, minWidth: 0 }}>
<Typography variant="h6" fontWeight={700} sx={{ letterSpacing: "-0.01em" }}>
{report.name}
</Typography>
<Box sx={{ display: "flex", gap: 1.5, flexWrap: "wrap" }}>
<Typography variant="caption" color="text.secondary">
flow {report.flow} · generated {report.generated_at ?? report.created_at}
</Typography>
{range && (
<Typography variant="caption" color="text.disabled">
{range}
</Typography>
)}
<Typography variant="caption" color="text.disabled">
{report.payees?.length ?? 0} payees · {report.tags?.length ?? 0} tags
</Typography>
</Box>
</Box>
<IconButton aria-label="Regenerate report" onClick={() => onRegenerated(report)}>
<CachedIcon />
</IconButton>
<IconButton aria-label="Close report" onClick={onClose}>
<CloseIcon />
</IconButton>
</Box>
<Box sx={{ p: 2.5 }}>
<Box sx={{ display: "flex", gap: 1.5, flexWrap: "wrap", alignItems: "center", mb: 2 }}>
<Box sx={{ display: "flex", gap: 0.5, flexWrap: "wrap" }}>
{granularityOptions.map((g: string) => (
<Chip
key={g}
label={g}
clickable
size="small"
color={activeGranularity === g ? "primary" : "default"}
variant={activeGranularity === g ? "filled" : "outlined"}
onClick={() => setGranularity(g)}
/>
))}
</Box>
<FormControl size="small" sx={{ width: 140 }}>
<InputLabel id="viewer-flow-label">Flow</InputLabel>
<Select labelId="viewer-flow-label" label="Flow" value={flow} onChange={(e) => setFlow(e.target.value)}>
{FLOW_OPTIONS.map((f) => (
<MenuItem key={f} value={f}>
{f}
</MenuItem>
))}
</Select>
</FormControl>
</Box>
<Box sx={{ display: "flex", gap: 1.5, flexWrap: "wrap", mb: 2.5 }}>
<Box sx={{ width: 260 }}>
<FkMultiSelectField
field={{ ...periodField, readOnly: periodOptions.length === 0 }}
fkOptions={periodOptions}
value={selectedPeriods}
onChange={setSelectedPeriods}
/>
</Box>
<Box sx={{ width: 260 }}>
<FkMultiSelectField
field={{ ...payeeField, readOnly: payeeOptions.length === 0 }}
fkOptions={payeeOptions}
value={selectedPayees}
onChange={setSelectedPayees}
/>
</Box>
<Box sx={{ width: 260 }}>
<FkMultiSelectField
field={{ ...tagField, readOnly: tagOptions.length === 0 }}
fkOptions={tagOptions}
value={selectedTags}
onChange={setSelectedTags}
/>
</Box>
<Typography variant="body2" color="text.secondary" sx={{ alignSelf: "center" }}>
{slice.txns.length} transactions · {slice.count} rows
</Typography>
</Box>
<Box sx={{ display: "flex", gap: 2, flexWrap: "wrap", mb: 2.5 }}>
<StatCard label="Outflows" value={formatCurrency(slice.outflows, slice.currency)} color="error.main" />
<StatCard label="Inflows" value={formatCurrency(slice.inflows, slice.currency)} color="success.main" />
<StatCard label="Net" value={formatCurrency(slice.inflows - slice.outflows, slice.currency)} color="info.main" />
<StatCard label="Transactions" value={slice.count.toLocaleString("en-IN")} />
</Box>
{periodGroups.length === 0 ? (
<Paper variant="outlined" sx={{ borderRadius: 2, p: 3, mb: 2.5 }}>
<Typography variant="body2" color="text.secondary">
No data for this slice. Try another granularity, period or payer.
</Typography>
</Paper>
) : (
<Paper variant="outlined" sx={{ borderRadius: 2, p: 2, mb: 2.5 }}>
{periodGroups.map((g) => (
<Box key={g.key} sx={{ display: "flex", alignItems: "center", gap: 1.5, py: 0.75 }}>
<Typography variant="caption" sx={{ width: 110, flexShrink: 0, textAlign: "right" }}>
{g.key}
</Typography>
<Box
sx={{
height: 20,
borderRadius: 1,
bgcolor: flow === "outflows" ? "error.main" : "success.main",
opacity: 0.85,
minWidth: 4,
}}
style={{ width: `${maxBar ? Math.max((g.metrics.sum / maxBar) * 100, 2) : 2}%` }}
/>
<Typography variant="body2" fontWeight={600}>
{formatCurrency(g.metrics.sum, slice.currency)}
</Typography>
<Typography variant="caption" color="text.disabled">
{g.metrics.count} txn{g.metrics.count === 1 ? "" : "s"}
</Typography>
</Box>
))}
</Paper>
)}
{slice.txns.length === 0 ? null : fields ? (
<TransactionList fields={fields} groups={listGroups} showMetrics />
) : null}
</Box>
</Paper>
);
}