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Implement comprehensive Analytics Dashboard with charts and financial insights
Co-authored-by: elisiariocouto <818914+elisiariocouto@users.noreply.github.com>
This commit is contained in:
copilot-swe-agent[bot]
committed by
Elisiário Couto
Elisiário Couto
parent
2b69b1e27b
commit
23aa8b08d4
127
frontend/src/components/analytics/BalanceChart.tsx
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127
frontend/src/components/analytics/BalanceChart.tsx
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@@ -0,0 +1,127 @@
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import {
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LineChart,
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Line,
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XAxis,
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YAxis,
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CartesianGrid,
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Tooltip,
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ResponsiveContainer,
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Legend,
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} from "recharts";
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import type { Balance } from "../../types/api";
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interface BalanceChartProps {
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data: Balance[];
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className?: string;
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}
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interface ChartDataPoint {
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date: string;
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balance: number;
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account_id: string;
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}
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interface AggregatedDataPoint {
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date: string;
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[key: string]: string | number;
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}
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export default function BalanceChart({ data, className }: BalanceChartProps) {
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// Process balance data for the chart
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const chartData = data
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.filter((balance) => balance.balance_type === "closingBooked")
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.map((balance) => ({
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date: new Date(balance.reference_date).toLocaleDateString(),
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balance: balance.balance_amount,
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account_id: balance.account_id,
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}))
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.sort((a, b) => new Date(a.date).getTime() - new Date(b.date).getTime());
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// Group by account and aggregate
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const accountBalances: { [key: string]: ChartDataPoint[] } = {};
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chartData.forEach((item) => {
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if (!accountBalances[item.account_id]) {
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accountBalances[item.account_id] = [];
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}
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accountBalances[item.account_id].push(item);
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});
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// Create aggregated data points
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const aggregatedData: { [key: string]: AggregatedDataPoint } = {};
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Object.entries(accountBalances).forEach(([accountId, balances]) => {
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balances.forEach((balance) => {
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if (!aggregatedData[balance.date]) {
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aggregatedData[balance.date] = { date: balance.date };
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}
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aggregatedData[balance.date][accountId] = balance.balance;
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});
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});
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const finalData = Object.values(aggregatedData).sort(
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(a, b) => new Date(a.date).getTime() - new Date(b.date).getTime()
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);
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const colors = ["#3B82F6", "#10B981", "#F59E0B", "#EF4444", "#8B5CF6"];
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if (finalData.length === 0) {
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return (
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<div className={className}>
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<h3 className="text-lg font-medium text-gray-900 mb-4">
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Balance Progress
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</h3>
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<div className="h-80 flex items-center justify-center text-gray-500">
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No balance data available
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</div>
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</div>
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);
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}
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return (
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<div className={className}>
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<h3 className="text-lg font-medium text-gray-900 mb-4">
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Balance Progress Over Time
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</h3>
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<div className="h-80">
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<ResponsiveContainer width="100%" height="100%">
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<LineChart data={finalData}>
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<CartesianGrid strokeDasharray="3 3" />
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<XAxis
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dataKey="date"
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tick={{ fontSize: 12 }}
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tickFormatter={(value) => {
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const date = new Date(value);
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return date.toLocaleDateString(undefined, {
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month: "short",
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day: "numeric",
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});
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}}
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/>
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<YAxis
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tick={{ fontSize: 12 }}
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tickFormatter={(value) => `€${value.toLocaleString()}`}
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/>
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<Tooltip
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formatter={(value: number) => [
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`€${value.toLocaleString()}`,
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"Balance",
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]}
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labelFormatter={(label) => `Date: ${label}`}
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/>
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<Legend />
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{Object.keys(accountBalances).map((accountId, index) => (
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<Line
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key={accountId}
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type="monotone"
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dataKey={accountId}
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stroke={colors[index % colors.length]}
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strokeWidth={2}
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dot={{ r: 4 }}
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name={`Account ${accountId.split('-')[1]}`}
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/>
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))}
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</LineChart>
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</ResponsiveContainer>
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</div>
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</div>
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);
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}
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170
frontend/src/components/analytics/MonthlyTrends.tsx
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170
frontend/src/components/analytics/MonthlyTrends.tsx
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@@ -0,0 +1,170 @@
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import {
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BarChart,
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Bar,
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XAxis,
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YAxis,
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CartesianGrid,
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Tooltip,
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ResponsiveContainer,
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} from "recharts";
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import { useQuery } from "@tanstack/react-query";
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import apiClient from "../../lib/api";
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interface MonthlyTrendsProps {
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className?: string;
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}
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interface MonthlyData {
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month: string;
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income: number;
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expenses: number;
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net: number;
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}
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interface TooltipProps {
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active?: boolean;
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payload?: Array<{
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name: string;
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value: number;
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color: string;
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}>;
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label?: string;
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}
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export default function MonthlyTrends({ className }: MonthlyTrendsProps) {
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// Get transactions for the last 12 months
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const { data: transactions, isLoading } = useQuery({
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queryKey: ["transactions", "monthly-trends"],
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queryFn: async () => {
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const response = await apiClient.getTransactions({
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startDate: new Date(
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Date.now() - 365 * 24 * 60 * 60 * 1000
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).toISOString().split("T")[0],
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endDate: new Date().toISOString().split("T")[0],
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perPage: 1000,
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});
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return response.data;
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},
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});
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// Process transactions into monthly data
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const monthlyData: MonthlyData[] = [];
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if (transactions) {
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const monthlyMap: { [key: string]: MonthlyData } = {};
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transactions.forEach((transaction) => {
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const date = new Date(transaction.transaction_date);
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const monthKey = `${date.getFullYear()}-${String(date.getMonth() + 1).padStart(2, '0')}`;
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if (!monthlyMap[monthKey]) {
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monthlyMap[monthKey] = {
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month: date.toLocaleDateString(undefined, {
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year: 'numeric',
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month: 'short'
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}),
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income: 0,
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expenses: 0,
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net: 0,
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};
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}
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if (transaction.transaction_value > 0) {
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monthlyMap[monthKey].income += transaction.transaction_value;
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} else {
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monthlyMap[monthKey].expenses += Math.abs(transaction.transaction_value);
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}
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monthlyMap[monthKey].net = monthlyMap[monthKey].income - monthlyMap[monthKey].expenses;
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});
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// Convert to array and sort by date
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monthlyData.push(
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...Object.entries(monthlyMap)
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.sort(([a], [b]) => a.localeCompare(b))
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.map(([, data]) => data)
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.slice(-12) // Last 12 months
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);
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}
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if (isLoading) {
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return (
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<div className={className}>
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<h3 className="text-lg font-medium text-gray-900 mb-4">
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Monthly Spending Trends
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</h3>
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<div className="h-80 flex items-center justify-center">
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<div className="animate-spin rounded-full h-8 w-8 border-b-2 border-blue-600"></div>
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</div>
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</div>
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);
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}
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if (monthlyData.length === 0) {
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return (
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<div className={className}>
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<h3 className="text-lg font-medium text-gray-900 mb-4">
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Monthly Spending Trends
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</h3>
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<div className="h-80 flex items-center justify-center text-gray-500">
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No transaction data available
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</div>
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</div>
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);
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}
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const CustomTooltip = ({ active, payload, label }: TooltipProps) => {
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if (active && payload && payload.length) {
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return (
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<div className="bg-white p-3 border rounded shadow-lg">
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<p className="font-medium">{label}</p>
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{payload.map((entry, index) => (
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<p key={index} style={{ color: entry.color }}>
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{entry.name}: €{Math.abs(entry.value).toLocaleString()}
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</p>
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))}
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</div>
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);
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}
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return null;
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};
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return (
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<div className={className}>
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<h3 className="text-lg font-medium text-gray-900 mb-4">
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Monthly Spending Trends (Last 12 Months)
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</h3>
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<div className="h-80">
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<ResponsiveContainer width="100%" height="100%">
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<BarChart data={monthlyData} margin={{ top: 20, right: 30, left: 20, bottom: 5 }}>
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<CartesianGrid strokeDasharray="3 3" />
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<XAxis
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dataKey="month"
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tick={{ fontSize: 12 }}
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angle={-45}
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textAnchor="end"
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height={60}
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/>
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<YAxis
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tick={{ fontSize: 12 }}
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tickFormatter={(value) => `€${value.toLocaleString()}`}
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/>
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<Tooltip content={<CustomTooltip />} />
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<Bar dataKey="income" fill="#10B981" name="Income" />
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<Bar dataKey="expenses" fill="#EF4444" name="Expenses" />
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</BarChart>
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</ResponsiveContainer>
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</div>
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<div className="mt-4 flex justify-center space-x-6 text-sm">
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<div className="flex items-center">
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<div className="w-3 h-3 bg-green-500 rounded mr-2" />
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<span>Income</span>
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</div>
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<div className="flex items-center">
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<div className="w-3 h-3 bg-red-500 rounded mr-2" />
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<span>Expenses</span>
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</div>
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</div>
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</div>
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);
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}
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64
frontend/src/components/analytics/StatCard.tsx
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64
frontend/src/components/analytics/StatCard.tsx
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@@ -0,0 +1,64 @@
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import type { LucideIcon } from "lucide-react";
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import clsx from "clsx";
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interface StatCardProps {
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title: string;
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value: string | number;
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subtitle?: string;
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icon: LucideIcon;
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trend?: {
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value: number;
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isPositive: boolean;
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};
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className?: string;
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}
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export default function StatCard({
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title,
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value,
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subtitle,
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icon: Icon,
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trend,
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className,
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}: StatCardProps) {
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return (
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<div
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className={clsx(
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"bg-white rounded-lg shadow p-6 border border-gray-200",
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className
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)}
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>
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<div className="flex items-center">
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<div className="flex-shrink-0">
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<Icon className="h-8 w-8 text-blue-600" />
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</div>
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<div className="ml-5 w-0 flex-1">
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<dl>
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<dt className="text-sm font-medium text-gray-500 truncate">
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{title}
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</dt>
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<dd className="flex items-baseline">
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<div className="text-2xl font-semibold text-gray-900">
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{value}
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</div>
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{trend && (
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<div
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className={clsx(
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"ml-2 flex items-baseline text-sm font-semibold",
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trend.isPositive ? "text-green-600" : "text-red-600"
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)}
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>
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{trend.isPositive ? "+" : ""}
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{trend.value}%
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</div>
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)}
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</dd>
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{subtitle && (
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<dd className="text-sm text-gray-600 mt-1">{subtitle}</dd>
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)}
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</dl>
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</div>
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</div>
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</div>
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);
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}
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126
frontend/src/components/analytics/TransactionDistribution.tsx
Normal file
126
frontend/src/components/analytics/TransactionDistribution.tsx
Normal file
@@ -0,0 +1,126 @@
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import {
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PieChart,
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Pie,
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Cell,
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ResponsiveContainer,
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Tooltip,
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Legend,
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} from "recharts";
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import type { Account } from "../../types/api";
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interface TransactionDistributionProps {
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accounts: Account[];
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className?: string;
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}
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interface PieDataPoint {
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name: string;
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value: number;
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color: string;
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}
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interface TooltipProps {
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active?: boolean;
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payload?: Array<{
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payload: PieDataPoint;
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}>;
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}
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export default function TransactionDistribution({
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accounts,
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className,
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}: TransactionDistributionProps) {
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// Create pie chart data from account balances
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const pieData: PieDataPoint[] = accounts.map((account, index) => {
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const closingBalance = account.balances.find(
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(balance) => balance.balance_type === "closingBooked"
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);
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const colors = ["#3B82F6", "#10B981", "#F59E0B", "#EF4444", "#8B5CF6"];
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return {
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name: account.name || `Account ${account.id.split('-')[1]}`,
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value: closingBalance?.amount || 0,
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color: colors[index % colors.length],
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};
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});
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const totalBalance = pieData.reduce((sum, item) => sum + item.value, 0);
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if (pieData.length === 0 || totalBalance === 0) {
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return (
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<div className={className}>
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<h3 className="text-lg font-medium text-gray-900 mb-4">
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Account Distribution
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</h3>
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<div className="h-80 flex items-center justify-center text-gray-500">
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No account data available
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</div>
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</div>
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);
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}
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const CustomTooltip = ({ active, payload }: TooltipProps) => {
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if (active && payload && payload.length) {
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const data = payload[0].payload;
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const percentage = ((data.value / totalBalance) * 100).toFixed(1);
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return (
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<div className="bg-white p-3 border rounded shadow-lg">
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<p className="font-medium">{data.name}</p>
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<p className="text-blue-600">
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Balance: €{data.value.toLocaleString()}
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</p>
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<p className="text-gray-600">{percentage}% of total</p>
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</div>
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);
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}
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return null;
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};
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return (
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<div className={className}>
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<h3 className="text-lg font-medium text-gray-900 mb-4">
|
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Account Balance Distribution
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</h3>
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<div className="h-80">
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<ResponsiveContainer width="100%" height="100%">
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<PieChart>
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<Pie
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data={pieData}
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cx="50%"
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cy="50%"
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outerRadius={100}
|
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innerRadius={40}
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paddingAngle={2}
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dataKey="value"
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>
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{pieData.map((entry, index) => (
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<Cell key={`cell-${index}`} fill={entry.color} />
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))}
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</Pie>
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<Tooltip content={<CustomTooltip />} />
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<Legend
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formatter={(value, entry: { color?: string }) => (
|
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<span style={{ color: entry.color }}>{value}</span>
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)}
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/>
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</PieChart>
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</ResponsiveContainer>
|
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</div>
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<div className="mt-4 grid grid-cols-1 gap-2">
|
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{pieData.map((item, index) => (
|
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<div key={index} className="flex items-center justify-between text-sm">
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<div className="flex items-center">
|
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<div
|
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className="w-3 h-3 rounded-full mr-2"
|
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style={{ backgroundColor: item.color }}
|
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/>
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<span className="text-gray-700">{item.name}</span>
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</div>
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<span className="font-medium">€{item.value.toLocaleString()}</span>
|
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</div>
|
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))}
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</div>
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</div>
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);
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}
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@@ -10,6 +10,7 @@ import type {
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NotificationServicesResponse,
|
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HealthData,
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AccountUpdate,
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TransactionStats,
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} from "../types/api";
|
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|
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// Use VITE_API_URL for development, relative URLs for production
|
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@@ -142,6 +143,17 @@ export const apiClient = {
|
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const response = await api.get<ApiResponse<HealthData>>("/health");
|
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return response.data.data;
|
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},
|
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|
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// Analytics endpoints
|
||||
getTransactionStats: async (days?: number): Promise<TransactionStats> => {
|
||||
const queryParams = new URLSearchParams();
|
||||
if (days) queryParams.append("days", days.toString());
|
||||
|
||||
const response = await api.get<ApiResponse<TransactionStats>>(
|
||||
`/transactions/stats?${queryParams.toString()}`
|
||||
);
|
||||
return response.data.data;
|
||||
},
|
||||
};
|
||||
|
||||
export default apiClient;
|
||||
|
||||
@@ -1,10 +1,181 @@
|
||||
import { createFileRoute } from "@tanstack/react-router";
|
||||
import { useQuery } from "@tanstack/react-query";
|
||||
import {
|
||||
CreditCard,
|
||||
TrendingUp,
|
||||
TrendingDown,
|
||||
DollarSign,
|
||||
Activity,
|
||||
Users,
|
||||
} from "lucide-react";
|
||||
import apiClient from "../lib/api";
|
||||
import StatCard from "../components/analytics/StatCard";
|
||||
import BalanceChart from "../components/analytics/BalanceChart";
|
||||
import TransactionDistribution from "../components/analytics/TransactionDistribution";
|
||||
import MonthlyTrends from "../components/analytics/MonthlyTrends";
|
||||
|
||||
function AnalyticsDashboard() {
|
||||
// Fetch analytics data
|
||||
const { data: stats, isLoading: statsLoading } = useQuery({
|
||||
queryKey: ["transaction-stats"],
|
||||
queryFn: () => apiClient.getTransactionStats(365), // Last year
|
||||
});
|
||||
|
||||
const { data: accounts, isLoading: accountsLoading } = useQuery({
|
||||
queryKey: ["accounts"],
|
||||
queryFn: () => apiClient.getAccounts(),
|
||||
});
|
||||
|
||||
const { data: balances, isLoading: balancesLoading } = useQuery({
|
||||
queryKey: ["balances"],
|
||||
queryFn: () => apiClient.getBalances(),
|
||||
});
|
||||
|
||||
const isLoading = statsLoading || accountsLoading || balancesLoading;
|
||||
|
||||
if (isLoading) {
|
||||
return (
|
||||
<div className="p-6">
|
||||
<div className="animate-pulse">
|
||||
<div className="h-8 bg-gray-200 rounded w-48 mb-6"></div>
|
||||
<div className="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-4 gap-6 mb-8">
|
||||
{[...Array(4)].map((_, i) => (
|
||||
<div key={i} className="h-32 bg-gray-200 rounded"></div>
|
||||
))}
|
||||
</div>
|
||||
<div className="grid grid-cols-1 lg:grid-cols-2 gap-8">
|
||||
<div className="h-96 bg-gray-200 rounded"></div>
|
||||
<div className="h-96 bg-gray-200 rounded"></div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
);
|
||||
}
|
||||
|
||||
const totalBalance = accounts?.reduce((sum, account) => {
|
||||
const closingBalance = account.balances.find(
|
||||
(balance) => balance.balance_type === "closingBooked"
|
||||
);
|
||||
return sum + (closingBalance?.amount || 0);
|
||||
}, 0) || 0;
|
||||
|
||||
return (
|
||||
<div className="p-6 space-y-8">
|
||||
<div>
|
||||
<h1 className="text-3xl font-bold text-gray-900">Analytics Dashboard</h1>
|
||||
<p className="mt-2 text-gray-600">
|
||||
Overview of your financial data and spending patterns
|
||||
</p>
|
||||
</div>
|
||||
|
||||
{/* Stats Cards */}
|
||||
<div className="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-4 gap-6">
|
||||
<StatCard
|
||||
title="Total Balance"
|
||||
value={`€${totalBalance.toLocaleString()}`}
|
||||
subtitle={`Across ${accounts?.length || 0} accounts`}
|
||||
icon={DollarSign}
|
||||
/>
|
||||
<StatCard
|
||||
title="Total Transactions"
|
||||
value={stats?.total_transactions || 0}
|
||||
subtitle={`Last ${stats?.period_days || 0} days`}
|
||||
icon={Activity}
|
||||
/>
|
||||
<StatCard
|
||||
title="Total Income"
|
||||
value={`€${(stats?.total_income || 0).toLocaleString()}`}
|
||||
subtitle="Inflows this period"
|
||||
icon={TrendingUp}
|
||||
className="border-green-200"
|
||||
/>
|
||||
<StatCard
|
||||
title="Total Expenses"
|
||||
value={`€${(stats?.total_expenses || 0).toLocaleString()}`}
|
||||
subtitle="Outflows this period"
|
||||
icon={TrendingDown}
|
||||
className="border-red-200"
|
||||
/>
|
||||
</div>
|
||||
|
||||
{/* Additional Stats */}
|
||||
<div className="grid grid-cols-1 md:grid-cols-3 gap-6">
|
||||
<StatCard
|
||||
title="Net Change"
|
||||
value={`€${(stats?.net_change || 0).toLocaleString()}`}
|
||||
subtitle="Income minus expenses"
|
||||
icon={CreditCard}
|
||||
className={
|
||||
(stats?.net_change || 0) >= 0 ? "border-green-200" : "border-red-200"
|
||||
}
|
||||
/>
|
||||
<StatCard
|
||||
title="Average Transaction"
|
||||
value={`€${Math.abs(stats?.average_transaction || 0).toLocaleString()}`}
|
||||
subtitle="Per transaction"
|
||||
icon={Activity}
|
||||
/>
|
||||
<StatCard
|
||||
title="Active Accounts"
|
||||
value={stats?.accounts_included || 0}
|
||||
subtitle="With recent activity"
|
||||
icon={Users}
|
||||
/>
|
||||
</div>
|
||||
|
||||
{/* Charts */}
|
||||
<div className="grid grid-cols-1 lg:grid-cols-2 gap-8">
|
||||
<div className="bg-white rounded-lg shadow p-6 border border-gray-200">
|
||||
<BalanceChart data={balances || []} />
|
||||
</div>
|
||||
<div className="bg-white rounded-lg shadow p-6 border border-gray-200">
|
||||
<TransactionDistribution accounts={accounts || []} />
|
||||
</div>
|
||||
</div>
|
||||
|
||||
{/* Monthly Trends */}
|
||||
<div className="bg-white rounded-lg shadow p-6 border border-gray-200">
|
||||
<MonthlyTrends />
|
||||
</div>
|
||||
|
||||
{/* Summary Section */}
|
||||
{stats && (
|
||||
<div className="bg-blue-50 rounded-lg p-6 border border-blue-200">
|
||||
<h3 className="text-lg font-medium text-blue-900 mb-4">
|
||||
Period Summary ({stats.period_days} days)
|
||||
</h3>
|
||||
<div className="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-4 gap-4 text-sm">
|
||||
<div>
|
||||
<p className="text-blue-700 font-medium">Booked Transactions</p>
|
||||
<p className="text-blue-900">{stats.booked_transactions}</p>
|
||||
</div>
|
||||
<div>
|
||||
<p className="text-blue-700 font-medium">Pending Transactions</p>
|
||||
<p className="text-blue-900">{stats.pending_transactions}</p>
|
||||
</div>
|
||||
<div>
|
||||
<p className="text-blue-700 font-medium">Transaction Ratio</p>
|
||||
<p className="text-blue-900">
|
||||
{stats.total_transactions > 0
|
||||
? `${Math.round(
|
||||
(stats.booked_transactions / stats.total_transactions) * 100
|
||||
)}% booked`
|
||||
: "No transactions"}
|
||||
</p>
|
||||
</div>
|
||||
<div>
|
||||
<p className="text-blue-700 font-medium">Spend Rate</p>
|
||||
<p className="text-blue-900">
|
||||
€{((stats.total_expenses || 0) / stats.period_days).toFixed(2)}/day
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
)}
|
||||
</div>
|
||||
);
|
||||
}
|
||||
|
||||
export const Route = createFileRoute("/analytics")({
|
||||
component: () => (
|
||||
<div className="bg-white rounded-lg shadow p-6">
|
||||
<h3 className="text-lg font-medium text-gray-900 mb-4">Analytics</h3>
|
||||
<p className="text-gray-600">Analytics dashboard coming soon...</p>
|
||||
</div>
|
||||
),
|
||||
component: AnalyticsDashboard,
|
||||
});
|
||||
|
||||
@@ -188,3 +188,16 @@ export interface HealthData {
|
||||
message?: string;
|
||||
error?: string;
|
||||
}
|
||||
|
||||
// Analytics data types
|
||||
export interface TransactionStats {
|
||||
period_days: number;
|
||||
total_transactions: number;
|
||||
booked_transactions: number;
|
||||
pending_transactions: number;
|
||||
total_income: number;
|
||||
total_expenses: number;
|
||||
net_change: number;
|
||||
average_transaction: number;
|
||||
accounts_included: number;
|
||||
}
|
||||
|
||||
Reference in New Issue
Block a user