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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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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
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126
frontend/src/components/analytics/TransactionDistribution.tsx
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@@ -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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