## 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>
248 lines
7.6 KiB
TypeScript
248 lines
7.6 KiB
TypeScript
import * as React from "react";
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import { Box, Typography, Button, Container, Grid, Paper, Chip } from "@mui/material";
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import { useTheme, alpha } from "@mui/material/styles";
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import { useNavigate } from "react-router-dom";
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import DashboardIcon from "@mui/icons-material/Dashboard";
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import SyncIcon from "@mui/icons-material/Sync";
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import BarChartIcon from "@mui/icons-material/BarChart";
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import SettingsIcon from "@mui/icons-material/Settings";
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import ArrowForwardIcon from "@mui/icons-material/ArrowForward";
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import { useAuth } from "../react-auth";
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interface FeatureCardProps {
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icon: React.ReactNode;
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title: string;
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description: string;
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path: string;
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label?: string;
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accent: string;
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}
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function FeatureCard({ icon, title, description, path, label, accent }: FeatureCardProps) {
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const navigate = useNavigate();
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const theme = useTheme();
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return (
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<Paper
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elevation={0}
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onClick={() => navigate(path)}
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sx={{
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p: 3,
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borderRadius: 3,
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border: "1px solid",
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borderColor: "divider",
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cursor: "pointer",
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height: "100%",
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display: "flex",
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flexDirection: "column",
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position: "relative",
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overflow: "hidden",
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transition: "all 0.25s ease",
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"&::before": {
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content: '""',
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position: "absolute",
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top: 0,
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left: 0,
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right: 0,
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height: 3,
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background: accent,
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opacity: 0,
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transition: "opacity 0.25s ease",
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},
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"&:hover": {
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transform: "translateY(-4px)",
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boxShadow: `0 12px 32px ${alpha(theme.palette.common.black, theme.palette.mode === "dark" ? 0.3 : 0.08)}`,
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borderColor: "transparent",
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"&::before": { opacity: 1 },
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},
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}}
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>
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<Box sx={{ display: "flex", alignItems: "center", gap: 1.5, mb: 1.5 }}>
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<Box
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sx={{
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width: 40,
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height: 40,
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borderRadius: 2,
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display: "flex",
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alignItems: "center",
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justifyContent: "center",
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background: alpha(accent, 0.12),
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color: accent,
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}}
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>
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{icon}
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</Box>
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<Typography variant="subtitle1" fontWeight={700}>
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{title}
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</Typography>
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</Box>
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<Typography variant="body2" color="text.secondary" sx={{ flex: 1, lineHeight: 1.6 }}>
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{description}
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</Typography>
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{label && (
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<Chip
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label={label}
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size="small"
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variant="outlined"
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sx={{ mt: 2, alignSelf: "flex-start", textTransform: "capitalize" }}
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/>
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)}
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</Paper>
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);
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}
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export default function Home() {
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const navigate = useNavigate();
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const theme = useTheme();
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const { currentUser } = useAuth();
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const features = [
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{
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icon: <DashboardIcon />,
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title: "Dashboard",
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description: "Visualise inflows and outflows with interactive charts, drill into categories, and track trends over daily, weekly, and monthly periods.",
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path: "/dashboard",
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accent: theme.palette.mode === "dark" ? "#818cf8" : "#6366f1",
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},
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{
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icon: <SyncIcon />,
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title: "Fetch Requests",
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description: "Upload bank statements or configure email ingestion to auto-import transactions. Track pipeline status from pending through to completion.",
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path: "/fetch-requests",
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accent: theme.palette.mode === "dark" ? "#34d399" : "#10b981",
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},
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{
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icon: <BarChartIcon />,
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title: "Report Snapshots",
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description: "Generate cached report snapshots with custom filters — accounts, date ranges, amount bounds — then pin a snapshot on the dashboard for consistent comparisons.",
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path: "/reports",
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accent: theme.palette.mode === "dark" ? "#fbbf24" : "#f59e0b",
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},
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{
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icon: <SettingsIcon />,
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title: "Admin",
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description: "Full CRUD over accounts, expenses, tags, and payors. Manage your data programmatically through the OpenAPI-driven admin panel.",
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path: "/admin",
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accent: theme.palette.mode === "dark" ? "#e879f9" : "#d946ef",
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},
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];
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return (
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<Box
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sx={{
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minHeight: "calc(100vh - 64px)",
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display: "flex",
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flexDirection: "column",
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position: "relative",
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overflow: "hidden",
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"&::before": {
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content: '""',
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position: "absolute",
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top: "-15%",
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left: "-8%",
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width: "45%",
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height: "55%",
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background: "radial-gradient(circle, rgba(99,102,241,0.12) 0%, transparent 70%)",
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zIndex: 0,
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},
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"&::after": {
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content: '""',
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position: "absolute",
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bottom: "-15%",
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right: "-8%",
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width: "45%",
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height: "55%",
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background: "radial-gradient(circle, rgba(236,72,153,0.1) 0%, transparent 70%)",
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zIndex: 0,
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},
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}}
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>
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<Container maxWidth="lg" sx={{ position: "relative", zIndex: 1, flex: 1, display: "flex", flexDirection: "column", justifyContent: "center", py: 6 }}>
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<Box
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sx={{
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textAlign: "center",
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mb: 6,
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}}
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>
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<Typography
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variant="h1"
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sx={{
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fontWeight: 800,
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fontSize: { xs: "2.5rem", sm: "3.5rem", md: "5rem" },
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background: "linear-gradient(135deg, #6366f1 0%, #ec4899 50%, #f59e0b 100%)",
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WebkitBackgroundClip: "text",
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WebkitTextFillColor: "transparent",
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letterSpacing: "-0.03em",
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mb: 2,
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}}
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>
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Welcome to Khata
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</Typography>
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<Typography
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variant="h6"
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color="text.secondary"
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sx={{
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maxWidth: 580,
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mx: "auto",
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lineHeight: 1.7,
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fontWeight: 400,
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fontSize: { xs: "1rem", md: "1.15rem" },
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}}
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>
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Your intelligent, extensible financial ledger. Import transactions, generate reports, and stay on top of your cashflow.
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</Typography>
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<Box sx={{ mt: 4, display: "flex", gap: 2, justifyContent: "center", flexWrap: "wrap" }}>
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<Button
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variant="contained"
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size="large"
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endIcon={<ArrowForwardIcon />}
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onClick={() => navigate("/dashboard")}
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sx={{
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px: 4,
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py: 1.4,
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borderRadius: "50px",
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fontWeight: 700,
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background: "linear-gradient(135deg, #6366f1 0%, #ec4899 100%)",
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transition: "transform 0.2s ease, box-shadow 0.2s",
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"&:hover": {
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transform: "translateY(-2px)",
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boxShadow: `0 8px 24px ${alpha(theme.palette.primary.main, 0.35)}`,
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},
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}}
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>
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Enter Dashboard
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</Button>
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<Button
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variant="outlined"
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size="large"
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onClick={() => navigate("/fetch-requests")}
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sx={{
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px: 4,
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py: 1.4,
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borderRadius: "50px",
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fontWeight: 600,
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borderWidth: 2,
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"&:hover": { borderWidth: 2 },
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}}
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>
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Import Data
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</Button>
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</Box>
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</Box>
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<Grid container spacing={3}>
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{features.map((f) => (
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<Grid key={f.title} size={{ xs: 12, sm: 6, md: 3 }}>
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<FeatureCard {...f} />
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</Grid>
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))}
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</Grid>
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</Container>
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</Box>
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);
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}
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