mirror of
https://github.com/elisiariocouto/leggen.git
synced 2025-12-13 20:42:39 +00:00
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7 Commits
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43b6f32145 |
16
CHANGELOG.md
16
CHANGELOG.md
@@ -1,4 +1,20 @@
|
||||
|
||||
## 2025.9.10 (2025/09/13)
|
||||
|
||||
### Miscellaneous Tasks
|
||||
|
||||
- **frontend:** Update dependencies. ([06cf02f4](https://github.com/elisiariocouto/leggen/commit/06cf02f43ff72e4e01692e3a94a06be48d9acb1f))
|
||||
|
||||
|
||||
|
||||
## 2025.9.10 (2025/09/13)
|
||||
|
||||
### Miscellaneous Tasks
|
||||
|
||||
- **frontend:** Update dependencies. ([06cf02f4](https://github.com/elisiariocouto/leggen/commit/06cf02f43ff72e4e01692e3a94a06be48d9acb1f))
|
||||
|
||||
|
||||
|
||||
## 2025.9.9 (2025/09/11)
|
||||
|
||||
### Bug Fixes
|
||||
|
||||
549
frontend/package-lock.json
generated
549
frontend/package-lock.json
generated
@@ -20,6 +20,7 @@
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@@ -1161,9 +1162,9 @@
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@@ -1516,6 +1543,18 @@
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@@ -1542,9 +1581,9 @@
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@@ -1552,12 +1591,12 @@
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@@ -1568,14 +1607,14 @@
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@@ -1631,12 +1670,12 @@
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@@ -1652,9 +1691,9 @@
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|
||||
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"is-glob": "^4.0.3"
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"node": ">= 6"
|
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|
||||
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||||
"node_modules/glob/node_modules/brace-expansion": {
|
||||
@@ -3450,9 +3700,9 @@
|
||||
}
|
||||
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"node_modules/globals": {
|
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"version": "16.3.0",
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|
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"dev": true,
|
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"license": "MIT",
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"engines": {
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@@ -3540,6 +3790,16 @@
|
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"node": ">= 4"
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||||
}
|
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},
|
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"node_modules/immer": {
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"version": "10.1.3",
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"resolved": "https://registry.npmjs.org/immer/-/immer-10.1.3.tgz",
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"integrity": "sha512-tmjF/k8QDKydUlm3mZU+tjM6zeq9/fFpPqH9SzWmBnVVKsPBg/V66qsMwb3/Bo90cgUN+ghdVBess+hPsxUyRw==",
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"license": "MIT",
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"funding": {
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"type": "opencollective",
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"url": "https://opencollective.com/immer"
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"node_modules/import-fresh": {
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"version": "3.3.1",
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"resolved": "https://registry.npmjs.org/import-fresh/-/import-fresh-3.3.1.tgz",
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@@ -3567,6 +3827,15 @@
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"node": ">=0.8.19"
|
||||
}
|
||||
},
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"node_modules/internmap": {
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"version": "2.0.3",
|
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"resolved": "https://registry.npmjs.org/internmap/-/internmap-2.0.3.tgz",
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"integrity": "sha512-5Hh7Y1wQbvY5ooGgPbDaL5iYLAPzMTUrjMulskHLH6wnv/A+1q5rgEaiuqEjB+oxGXIVZs1FF+R/KPN3ZSQYYg==",
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"license": "ISC",
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"engines": {
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"node": ">=12"
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"version": "2.1.0",
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"resolved": "https://registry.npmjs.org/is-binary-path/-/is-binary-path-2.1.0.tgz",
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@@ -3945,9 +4214,9 @@
|
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"license": "MIT"
|
||||
},
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||||
"node_modules/node-releases": {
|
||||
"version": "2.0.20",
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"resolved": "https://registry.npmjs.org/node-releases/-/node-releases-2.0.20.tgz",
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"integrity": "sha512-7gK6zSXEH6neM212JgfYFXe+GmZQM+fia5SsusuBIUgnPheLFBmIPhtFoAQRj8/7wASYQnbDlHPVwY0BefoFgA==",
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"version": "2.0.21",
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"resolved": "https://registry.npmjs.org/node-releases/-/node-releases-2.0.21.tgz",
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"integrity": "sha512-5b0pgg78U3hwXkCM8Z9b2FJdPZlr9Psr9V2gQPESdGHqbntyFJKFW4r5TeWGFzafGY3hzs1JC62VEQMbl1JFkw==",
|
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"license": "MIT"
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"node_modules/normalize-path": {
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@@ -4363,6 +4632,36 @@
|
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"react": "^19.1.1"
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}
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"node_modules/react-is": {
|
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"version": "19.1.1",
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"resolved": "https://registry.npmjs.org/react-is/-/react-is-19.1.1.tgz",
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"integrity": "sha512-tr41fA15Vn8p4X9ntI+yCyeGSf1TlYaY5vlTZfQmeLBrFo3psOPX6HhTDnFNL9uj3EhP0KAQ80cugCl4b4BERA==",
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"license": "MIT",
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"peer": true
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},
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"node_modules/react-redux": {
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"version": "9.2.0",
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"resolved": "https://registry.npmjs.org/react-redux/-/react-redux-9.2.0.tgz",
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"integrity": "sha512-ROY9fvHhwOD9ySfrF0wmvu//bKCQ6AeZZq1nJNtbDC+kk5DuSuNX/n6YWYF/SYy7bSba4D4FSz8DJeKY/S/r+g==",
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"license": "MIT",
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"dependencies": {
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"@types/use-sync-external-store": "^0.0.6",
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"use-sync-external-store": "^1.4.0"
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},
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"peerDependencies": {
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"@types/react": "^18.2.25 || ^19",
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"react": "^18.0 || ^19",
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"redux": "^5.0.0"
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},
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"peerDependenciesMeta": {
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"@types/react": {
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"optional": true
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"redux": {
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"optional": true
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}
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}
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"node_modules/react-refresh": {
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"version": "0.17.0",
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"resolved": "https://registry.npmjs.org/react-refresh/-/react-refresh-0.17.0.tgz",
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@@ -4419,6 +4718,48 @@
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"node": ">=0.10.0"
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}
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},
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"node_modules/recharts": {
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"resolved": "https://registry.npmjs.org/recharts/-/recharts-3.2.0.tgz",
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"license": "MIT",
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"dependencies": {
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"@reduxjs/toolkit": "1.x.x || 2.x.x",
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"clsx": "^2.1.1",
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"decimal.js-light": "^2.5.1",
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"es-toolkit": "^1.39.3",
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"eventemitter3": "^5.0.1",
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"immer": "^10.1.1",
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"react-redux": "8.x.x || 9.x.x",
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"reselect": "5.1.1",
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"tiny-invariant": "^1.3.3",
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"use-sync-external-store": "^1.2.2",
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"victory-vendor": "^37.0.2"
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"engines": {
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"node": ">=18"
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"peerDependencies": {
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"react": "^16.8.0 || ^17.0.0 || ^18.0.0 || ^19.0.0",
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"react-dom": "^16.0.0 || ^17.0.0 || ^18.0.0 || ^19.0.0",
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"react-is": "^16.8.0 || ^17.0.0 || ^18.0.0 || ^19.0.0"
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}
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"node_modules/redux": {
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"version": "5.0.1",
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"resolved": "https://registry.npmjs.org/redux/-/redux-5.0.1.tgz",
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"integrity": "sha512-M9/ELqF6fy8FwmkpnF0S3YKOqMyoWJ4+CS5Efg2ct3oY9daQvd/Pc71FpGZsVsbl3Cpb+IIcjBDUnnyBdQbq4w==",
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"license": "MIT"
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},
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"node_modules/redux-thunk": {
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"version": "3.1.0",
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"resolved": "https://registry.npmjs.org/redux-thunk/-/redux-thunk-3.1.0.tgz",
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"integrity": "sha512-NW2r5T6ksUKXCabzhL9z+h206HQw/NJkcLm1GPImRQ8IzfXwRGqjVhKJGauHirT0DAuyy6hjdnMZaRoAcy0Klw==",
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"license": "MIT",
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"peerDependencies": {
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"redux": "^5.0.0"
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}
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"version": "2.1.1",
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"resolved": "https://registry.npmjs.org/require-directory/-/require-directory-2.1.1.tgz",
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@@ -4428,6 +4769,12 @@
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"node": ">=0.10.0"
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}
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},
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"node_modules/reselect": {
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"version": "5.1.1",
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"resolved": "https://registry.npmjs.org/reselect/-/reselect-5.1.1.tgz",
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"version": "1.22.10",
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"resolved": "https://registry.npmjs.org/resolve/-/resolve-1.22.10.tgz",
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@@ -4821,6 +5168,18 @@
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"node": ">=14.0.0"
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}
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},
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"node_modules/tailwindcss/node_modules/glob-parent": {
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||||
"version": "3.3.1",
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"resolved": "https://registry.npmjs.org/thenify/-/thenify-3.3.1.tgz",
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@@ -5093,6 +5452,28 @@
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"integrity": "sha512-EPD5q1uXyFxJpCrLnCc1nHnq3gOa6DZBocAIiI2TaSCA7VCJ1UJDMagCzIkXNsUYfD1daK//LTEQ8xiIbrHtcw==",
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"license": "MIT"
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},
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"node_modules/victory-vendor": {
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"version": "37.3.6",
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"resolved": "https://registry.npmjs.org/victory-vendor/-/victory-vendor-37.3.6.tgz",
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"license": "MIT AND ISC",
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"dependencies": {
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"@types/d3-array": "^3.0.3",
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"@types/d3-ease": "^3.0.0",
|
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"@types/d3-interpolate": "^3.0.1",
|
||||
"@types/d3-scale": "^4.0.2",
|
||||
"@types/d3-shape": "^3.1.0",
|
||||
"@types/d3-time": "^3.0.0",
|
||||
"@types/d3-timer": "^3.0.0",
|
||||
"d3-array": "^3.1.6",
|
||||
"d3-ease": "^3.0.1",
|
||||
"d3-interpolate": "^3.0.1",
|
||||
"d3-scale": "^4.0.2",
|
||||
"d3-shape": "^3.1.0",
|
||||
"d3-time": "^3.0.0",
|
||||
"d3-timer": "^3.0.1"
|
||||
}
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},
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"node_modules/vite": {
|
||||
"version": "7.1.5",
|
||||
"resolved": "https://registry.npmjs.org/vite/-/vite-7.1.5.tgz",
|
||||
|
||||
@@ -22,6 +22,7 @@
|
||||
"postcss": "^8.5.6",
|
||||
"react": "^19.1.1",
|
||||
"react-dom": "^19.1.1",
|
||||
"recharts": "^3.2.0",
|
||||
"tailwindcss": "^3.4.17"
|
||||
},
|
||||
"devDependencies": {
|
||||
|
||||
@@ -16,6 +16,40 @@ import { formatCurrency, formatDate } from "../lib/utils";
|
||||
import LoadingSpinner from "./LoadingSpinner";
|
||||
import type { Account, Balance } from "../types/api";
|
||||
|
||||
// Helper function to get status indicator color and styles
|
||||
const getStatusIndicator = (status: string) => {
|
||||
const statusLower = status.toLowerCase();
|
||||
|
||||
switch (statusLower) {
|
||||
case 'ready':
|
||||
return {
|
||||
color: 'bg-green-500',
|
||||
tooltip: 'Ready',
|
||||
};
|
||||
case 'pending':
|
||||
return {
|
||||
color: 'bg-yellow-500',
|
||||
tooltip: 'Pending',
|
||||
};
|
||||
case 'error':
|
||||
case 'failed':
|
||||
return {
|
||||
color: 'bg-red-500',
|
||||
tooltip: 'Error',
|
||||
};
|
||||
case 'inactive':
|
||||
return {
|
||||
color: 'bg-gray-500',
|
||||
tooltip: 'Inactive',
|
||||
};
|
||||
default:
|
||||
return {
|
||||
color: 'bg-blue-500',
|
||||
tooltip: status,
|
||||
};
|
||||
}
|
||||
};
|
||||
|
||||
export default function AccountsOverview() {
|
||||
const {
|
||||
data: accounts,
|
||||
@@ -201,14 +235,15 @@ export default function AccountsOverview() {
|
||||
return (
|
||||
<div
|
||||
key={account.id}
|
||||
className="p-6 hover:bg-gray-50 transition-colors"
|
||||
className="p-4 sm:p-6 hover:bg-gray-50 transition-colors"
|
||||
>
|
||||
<div className="flex items-center justify-between">
|
||||
<div className="flex items-center space-x-4">
|
||||
<div className="p-3 bg-gray-100 rounded-full">
|
||||
<Building2 className="h-6 w-6 text-gray-600" />
|
||||
{/* Mobile layout - stack vertically */}
|
||||
<div className="flex flex-col sm:flex-row sm:items-center sm:justify-between gap-3 sm:gap-4">
|
||||
<div className="flex items-start sm:items-center space-x-3 sm:space-x-4 min-w-0 flex-1">
|
||||
<div className="flex-shrink-0 p-2 sm:p-3 bg-gray-100 rounded-full">
|
||||
<Building2 className="h-5 w-5 sm:h-6 sm:w-6 text-gray-600" />
|
||||
</div>
|
||||
<div className="flex-1">
|
||||
<div className="flex-1 min-w-0">
|
||||
{editingAccountId === account.id ? (
|
||||
<div className="space-y-2">
|
||||
<div className="flex items-center space-x-2">
|
||||
@@ -216,7 +251,7 @@ export default function AccountsOverview() {
|
||||
type="text"
|
||||
value={editingName}
|
||||
onChange={(e) => setEditingName(e.target.value)}
|
||||
className="flex-1 px-3 py-1 text-lg font-medium border border-gray-300 rounded-md focus:outline-none focus:ring-2 focus:ring-blue-500 focus:border-blue-500"
|
||||
className="flex-1 px-3 py-1 text-base sm:text-lg font-medium border border-gray-300 rounded-md focus:outline-none focus:ring-2 focus:ring-blue-500 focus:border-blue-500"
|
||||
placeholder="Account name"
|
||||
name="search"
|
||||
autoComplete="off"
|
||||
@@ -245,29 +280,29 @@ export default function AccountsOverview() {
|
||||
<X className="h-4 w-4" />
|
||||
</button>
|
||||
</div>
|
||||
<p className="text-sm text-gray-600">
|
||||
{account.institution_id} • {account.status}
|
||||
<p className="text-sm text-gray-600 truncate">
|
||||
{account.institution_id}
|
||||
</p>
|
||||
</div>
|
||||
) : (
|
||||
<div>
|
||||
<div className="flex items-center space-x-2">
|
||||
<h4 className="text-lg font-medium text-gray-900">
|
||||
<div className="flex items-center space-x-2 min-w-0">
|
||||
<h4 className="text-base sm:text-lg font-medium text-gray-900 truncate">
|
||||
{account.name || "Unnamed Account"}
|
||||
</h4>
|
||||
<button
|
||||
onClick={() => handleEditStart(account)}
|
||||
className="p-1 text-gray-400 hover:text-gray-600 transition-colors"
|
||||
className="flex-shrink-0 p-1 text-gray-400 hover:text-gray-600 transition-colors"
|
||||
title="Edit account name"
|
||||
>
|
||||
<Edit2 className="h-4 w-4" />
|
||||
</button>
|
||||
</div>
|
||||
<p className="text-sm text-gray-600">
|
||||
{account.institution_id} • {account.status}
|
||||
<p className="text-sm text-gray-600 truncate">
|
||||
{account.institution_id}
|
||||
</p>
|
||||
{account.iban && (
|
||||
<p className="text-xs text-gray-500 mt-1">
|
||||
<p className="text-xs text-gray-500 mt-1 font-mono break-all sm:break-normal">
|
||||
IBAN: {account.iban}
|
||||
</p>
|
||||
)}
|
||||
@@ -276,25 +311,45 @@ export default function AccountsOverview() {
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div className="text-right">
|
||||
<div className="flex items-center space-x-2">
|
||||
{/* Balance and date section */}
|
||||
<div className="flex items-center justify-between sm:flex-col sm:items-end sm:text-right flex-shrink-0">
|
||||
{/* Mobile: date/status on left, balance on right */}
|
||||
{/* Desktop: balance on top, date/status on bottom */}
|
||||
|
||||
{/* Date and status indicator - left on mobile, bottom on desktop */}
|
||||
<div className="flex items-center space-x-2 order-1 sm:order-2">
|
||||
<div
|
||||
className={`w-3 h-3 rounded-full ${getStatusIndicator(account.status).color} relative group cursor-help`}
|
||||
role="img"
|
||||
aria-label={`Account status: ${getStatusIndicator(account.status).tooltip}`}
|
||||
>
|
||||
{/* Tooltip */}
|
||||
<div className="absolute bottom-full left-1/2 transform -translate-x-1/2 mb-2 hidden group-hover:block bg-gray-900 text-white text-xs rounded py-1 px-2 whitespace-nowrap z-10">
|
||||
{getStatusIndicator(account.status).tooltip}
|
||||
<div className="absolute top-full left-1/2 transform -translate-x-1/2 border-2 border-transparent border-t-gray-900"></div>
|
||||
</div>
|
||||
</div>
|
||||
<p className="text-xs sm:text-sm text-gray-500 whitespace-nowrap">
|
||||
Updated{" "}
|
||||
{formatDate(account.last_accessed || account.created)}
|
||||
</p>
|
||||
</div>
|
||||
|
||||
{/* Balance - right on mobile, top on desktop */}
|
||||
<div className="flex items-center space-x-2 order-2 sm:order-1">
|
||||
{isPositive ? (
|
||||
<TrendingUp className="h-4 w-4 text-green-500" />
|
||||
) : (
|
||||
<TrendingDown className="h-4 w-4 text-red-500" />
|
||||
)}
|
||||
<p
|
||||
className={`text-lg font-semibold ${
|
||||
className={`text-base sm:text-lg font-semibold ${
|
||||
isPositive ? "text-green-600" : "text-red-600"
|
||||
}`}
|
||||
>
|
||||
{formatCurrency(balance, currency)}
|
||||
</p>
|
||||
</div>
|
||||
<p className="text-sm text-gray-500">
|
||||
Updated{" "}
|
||||
{formatDate(account.last_accessed || account.created)}
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
127
frontend/src/components/analytics/BalanceChart.tsx
Normal file
127
frontend/src/components/analytics/BalanceChart.tsx
Normal file
@@ -0,0 +1,127 @@
|
||||
import {
|
||||
LineChart,
|
||||
Line,
|
||||
XAxis,
|
||||
YAxis,
|
||||
CartesianGrid,
|
||||
Tooltip,
|
||||
ResponsiveContainer,
|
||||
Legend,
|
||||
} from "recharts";
|
||||
import type { Balance } from "../../types/api";
|
||||
|
||||
interface BalanceChartProps {
|
||||
data: Balance[];
|
||||
className?: string;
|
||||
}
|
||||
|
||||
interface ChartDataPoint {
|
||||
date: string;
|
||||
balance: number;
|
||||
account_id: string;
|
||||
}
|
||||
|
||||
interface AggregatedDataPoint {
|
||||
date: string;
|
||||
[key: string]: string | number;
|
||||
}
|
||||
|
||||
export default function BalanceChart({ data, className }: BalanceChartProps) {
|
||||
// Process balance data for the chart
|
||||
const chartData = data
|
||||
.filter((balance) => balance.balance_type === "closingBooked")
|
||||
.map((balance) => ({
|
||||
date: new Date(balance.reference_date).toLocaleDateString(),
|
||||
balance: balance.balance_amount,
|
||||
account_id: balance.account_id,
|
||||
}))
|
||||
.sort((a, b) => new Date(a.date).getTime() - new Date(b.date).getTime());
|
||||
|
||||
// Group by account and aggregate
|
||||
const accountBalances: { [key: string]: ChartDataPoint[] } = {};
|
||||
chartData.forEach((item) => {
|
||||
if (!accountBalances[item.account_id]) {
|
||||
accountBalances[item.account_id] = [];
|
||||
}
|
||||
accountBalances[item.account_id].push(item);
|
||||
});
|
||||
|
||||
// Create aggregated data points
|
||||
const aggregatedData: { [key: string]: AggregatedDataPoint } = {};
|
||||
Object.entries(accountBalances).forEach(([accountId, balances]) => {
|
||||
balances.forEach((balance) => {
|
||||
if (!aggregatedData[balance.date]) {
|
||||
aggregatedData[balance.date] = { date: balance.date };
|
||||
}
|
||||
aggregatedData[balance.date][accountId] = balance.balance;
|
||||
});
|
||||
});
|
||||
|
||||
const finalData = Object.values(aggregatedData).sort(
|
||||
(a, b) => new Date(a.date).getTime() - new Date(b.date).getTime()
|
||||
);
|
||||
|
||||
const colors = ["#3B82F6", "#10B981", "#F59E0B", "#EF4444", "#8B5CF6"];
|
||||
|
||||
if (finalData.length === 0) {
|
||||
return (
|
||||
<div className={className}>
|
||||
<h3 className="text-lg font-medium text-gray-900 mb-4">
|
||||
Balance Progress
|
||||
</h3>
|
||||
<div className="h-80 flex items-center justify-center text-gray-500">
|
||||
No balance data available
|
||||
</div>
|
||||
</div>
|
||||
);
|
||||
}
|
||||
|
||||
return (
|
||||
<div className={className}>
|
||||
<h3 className="text-lg font-medium text-gray-900 mb-4">
|
||||
Balance Progress Over Time
|
||||
</h3>
|
||||
<div className="h-80">
|
||||
<ResponsiveContainer width="100%" height="100%">
|
||||
<LineChart data={finalData}>
|
||||
<CartesianGrid strokeDasharray="3 3" />
|
||||
<XAxis
|
||||
dataKey="date"
|
||||
tick={{ fontSize: 12 }}
|
||||
tickFormatter={(value) => {
|
||||
const date = new Date(value);
|
||||
return date.toLocaleDateString(undefined, {
|
||||
month: "short",
|
||||
day: "numeric",
|
||||
});
|
||||
}}
|
||||
/>
|
||||
<YAxis
|
||||
tick={{ fontSize: 12 }}
|
||||
tickFormatter={(value) => `€${value.toLocaleString()}`}
|
||||
/>
|
||||
<Tooltip
|
||||
formatter={(value: number) => [
|
||||
`€${value.toLocaleString()}`,
|
||||
"Balance",
|
||||
]}
|
||||
labelFormatter={(label) => `Date: ${label}`}
|
||||
/>
|
||||
<Legend />
|
||||
{Object.keys(accountBalances).map((accountId, index) => (
|
||||
<Line
|
||||
key={accountId}
|
||||
type="monotone"
|
||||
dataKey={accountId}
|
||||
stroke={colors[index % colors.length]}
|
||||
strokeWidth={2}
|
||||
dot={{ r: 4 }}
|
||||
name={`Account ${accountId.split('-')[1]}`}
|
||||
/>
|
||||
))}
|
||||
</LineChart>
|
||||
</ResponsiveContainer>
|
||||
</div>
|
||||
</div>
|
||||
);
|
||||
}
|
||||
170
frontend/src/components/analytics/MonthlyTrends.tsx
Normal file
170
frontend/src/components/analytics/MonthlyTrends.tsx
Normal file
@@ -0,0 +1,170 @@
|
||||
import {
|
||||
BarChart,
|
||||
Bar,
|
||||
XAxis,
|
||||
YAxis,
|
||||
CartesianGrid,
|
||||
Tooltip,
|
||||
ResponsiveContainer,
|
||||
} from "recharts";
|
||||
import { useQuery } from "@tanstack/react-query";
|
||||
import apiClient from "../../lib/api";
|
||||
|
||||
interface MonthlyTrendsProps {
|
||||
className?: string;
|
||||
}
|
||||
|
||||
interface MonthlyData {
|
||||
month: string;
|
||||
income: number;
|
||||
expenses: number;
|
||||
net: number;
|
||||
}
|
||||
|
||||
interface TooltipProps {
|
||||
active?: boolean;
|
||||
payload?: Array<{
|
||||
name: string;
|
||||
value: number;
|
||||
color: string;
|
||||
}>;
|
||||
label?: string;
|
||||
}
|
||||
|
||||
export default function MonthlyTrends({ className }: MonthlyTrendsProps) {
|
||||
// Get transactions for the last 12 months
|
||||
const { data: transactions, isLoading } = useQuery({
|
||||
queryKey: ["transactions", "monthly-trends"],
|
||||
queryFn: async () => {
|
||||
const response = await apiClient.getTransactions({
|
||||
startDate: new Date(
|
||||
Date.now() - 365 * 24 * 60 * 60 * 1000
|
||||
).toISOString().split("T")[0],
|
||||
endDate: new Date().toISOString().split("T")[0],
|
||||
perPage: 1000,
|
||||
});
|
||||
return response.data;
|
||||
},
|
||||
});
|
||||
|
||||
// Process transactions into monthly data
|
||||
const monthlyData: MonthlyData[] = [];
|
||||
|
||||
if (transactions) {
|
||||
const monthlyMap: { [key: string]: MonthlyData } = {};
|
||||
|
||||
transactions.forEach((transaction) => {
|
||||
const date = new Date(transaction.transaction_date);
|
||||
const monthKey = `${date.getFullYear()}-${String(date.getMonth() + 1).padStart(2, '0')}`;
|
||||
|
||||
if (!monthlyMap[monthKey]) {
|
||||
monthlyMap[monthKey] = {
|
||||
month: date.toLocaleDateString(undefined, {
|
||||
year: 'numeric',
|
||||
month: 'short'
|
||||
}),
|
||||
income: 0,
|
||||
expenses: 0,
|
||||
net: 0,
|
||||
};
|
||||
}
|
||||
|
||||
if (transaction.transaction_value > 0) {
|
||||
monthlyMap[monthKey].income += transaction.transaction_value;
|
||||
} else {
|
||||
monthlyMap[monthKey].expenses += Math.abs(transaction.transaction_value);
|
||||
}
|
||||
|
||||
monthlyMap[monthKey].net = monthlyMap[monthKey].income - monthlyMap[monthKey].expenses;
|
||||
});
|
||||
|
||||
// Convert to array and sort by date
|
||||
monthlyData.push(
|
||||
...Object.entries(monthlyMap)
|
||||
.sort(([a], [b]) => a.localeCompare(b))
|
||||
.map(([, data]) => data)
|
||||
.slice(-12) // Last 12 months
|
||||
);
|
||||
}
|
||||
|
||||
if (isLoading) {
|
||||
return (
|
||||
<div className={className}>
|
||||
<h3 className="text-lg font-medium text-gray-900 mb-4">
|
||||
Monthly Spending Trends
|
||||
</h3>
|
||||
<div className="h-80 flex items-center justify-center">
|
||||
<div className="animate-spin rounded-full h-8 w-8 border-b-2 border-blue-600"></div>
|
||||
</div>
|
||||
</div>
|
||||
);
|
||||
}
|
||||
|
||||
if (monthlyData.length === 0) {
|
||||
return (
|
||||
<div className={className}>
|
||||
<h3 className="text-lg font-medium text-gray-900 mb-4">
|
||||
Monthly Spending Trends
|
||||
</h3>
|
||||
<div className="h-80 flex items-center justify-center text-gray-500">
|
||||
No transaction data available
|
||||
</div>
|
||||
</div>
|
||||
);
|
||||
}
|
||||
|
||||
const CustomTooltip = ({ active, payload, label }: TooltipProps) => {
|
||||
if (active && payload && payload.length) {
|
||||
return (
|
||||
<div className="bg-white p-3 border rounded shadow-lg">
|
||||
<p className="font-medium">{label}</p>
|
||||
{payload.map((entry, index) => (
|
||||
<p key={index} style={{ color: entry.color }}>
|
||||
{entry.name}: €{Math.abs(entry.value).toLocaleString()}
|
||||
</p>
|
||||
))}
|
||||
</div>
|
||||
);
|
||||
}
|
||||
return null;
|
||||
};
|
||||
|
||||
return (
|
||||
<div className={className}>
|
||||
<h3 className="text-lg font-medium text-gray-900 mb-4">
|
||||
Monthly Spending Trends (Last 12 Months)
|
||||
</h3>
|
||||
<div className="h-80">
|
||||
<ResponsiveContainer width="100%" height="100%">
|
||||
<BarChart data={monthlyData} margin={{ top: 20, right: 30, left: 20, bottom: 5 }}>
|
||||
<CartesianGrid strokeDasharray="3 3" />
|
||||
<XAxis
|
||||
dataKey="month"
|
||||
tick={{ fontSize: 12 }}
|
||||
angle={-45}
|
||||
textAnchor="end"
|
||||
height={60}
|
||||
/>
|
||||
<YAxis
|
||||
tick={{ fontSize: 12 }}
|
||||
tickFormatter={(value) => `€${value.toLocaleString()}`}
|
||||
/>
|
||||
<Tooltip content={<CustomTooltip />} />
|
||||
<Bar dataKey="income" fill="#10B981" name="Income" />
|
||||
<Bar dataKey="expenses" fill="#EF4444" name="Expenses" />
|
||||
</BarChart>
|
||||
</ResponsiveContainer>
|
||||
</div>
|
||||
<div className="mt-4 flex justify-center space-x-6 text-sm">
|
||||
<div className="flex items-center">
|
||||
<div className="w-3 h-3 bg-green-500 rounded mr-2" />
|
||||
<span>Income</span>
|
||||
</div>
|
||||
<div className="flex items-center">
|
||||
<div className="w-3 h-3 bg-red-500 rounded mr-2" />
|
||||
<span>Expenses</span>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
);
|
||||
}
|
||||
64
frontend/src/components/analytics/StatCard.tsx
Normal file
64
frontend/src/components/analytics/StatCard.tsx
Normal file
@@ -0,0 +1,64 @@
|
||||
import type { LucideIcon } from "lucide-react";
|
||||
import clsx from "clsx";
|
||||
|
||||
interface StatCardProps {
|
||||
title: string;
|
||||
value: string | number;
|
||||
subtitle?: string;
|
||||
icon: LucideIcon;
|
||||
trend?: {
|
||||
value: number;
|
||||
isPositive: boolean;
|
||||
};
|
||||
className?: string;
|
||||
}
|
||||
|
||||
export default function StatCard({
|
||||
title,
|
||||
value,
|
||||
subtitle,
|
||||
icon: Icon,
|
||||
trend,
|
||||
className,
|
||||
}: StatCardProps) {
|
||||
return (
|
||||
<div
|
||||
className={clsx(
|
||||
"bg-white rounded-lg shadow p-6 border border-gray-200",
|
||||
className
|
||||
)}
|
||||
>
|
||||
<div className="flex items-center">
|
||||
<div className="flex-shrink-0">
|
||||
<Icon className="h-8 w-8 text-blue-600" />
|
||||
</div>
|
||||
<div className="ml-5 w-0 flex-1">
|
||||
<dl>
|
||||
<dt className="text-sm font-medium text-gray-500 truncate">
|
||||
{title}
|
||||
</dt>
|
||||
<dd className="flex items-baseline">
|
||||
<div className="text-2xl font-semibold text-gray-900">
|
||||
{value}
|
||||
</div>
|
||||
{trend && (
|
||||
<div
|
||||
className={clsx(
|
||||
"ml-2 flex items-baseline text-sm font-semibold",
|
||||
trend.isPositive ? "text-green-600" : "text-red-600"
|
||||
)}
|
||||
>
|
||||
{trend.isPositive ? "+" : ""}
|
||||
{trend.value}%
|
||||
</div>
|
||||
)}
|
||||
</dd>
|
||||
{subtitle && (
|
||||
<dd className="text-sm text-gray-600 mt-1">{subtitle}</dd>
|
||||
)}
|
||||
</dl>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
);
|
||||
}
|
||||
126
frontend/src/components/analytics/TransactionDistribution.tsx
Normal file
126
frontend/src/components/analytics/TransactionDistribution.tsx
Normal file
@@ -0,0 +1,126 @@
|
||||
import {
|
||||
PieChart,
|
||||
Pie,
|
||||
Cell,
|
||||
ResponsiveContainer,
|
||||
Tooltip,
|
||||
Legend,
|
||||
} from "recharts";
|
||||
import type { Account } from "../../types/api";
|
||||
|
||||
interface TransactionDistributionProps {
|
||||
accounts: Account[];
|
||||
className?: string;
|
||||
}
|
||||
|
||||
interface PieDataPoint {
|
||||
name: string;
|
||||
value: number;
|
||||
color: string;
|
||||
}
|
||||
|
||||
interface TooltipProps {
|
||||
active?: boolean;
|
||||
payload?: Array<{
|
||||
payload: PieDataPoint;
|
||||
}>;
|
||||
}
|
||||
|
||||
export default function TransactionDistribution({
|
||||
accounts,
|
||||
className,
|
||||
}: TransactionDistributionProps) {
|
||||
// Create pie chart data from account balances
|
||||
const pieData: PieDataPoint[] = accounts.map((account, index) => {
|
||||
const closingBalance = account.balances.find(
|
||||
(balance) => balance.balance_type === "closingBooked"
|
||||
);
|
||||
|
||||
const colors = ["#3B82F6", "#10B981", "#F59E0B", "#EF4444", "#8B5CF6"];
|
||||
|
||||
return {
|
||||
name: account.name || `Account ${account.id.split('-')[1]}`,
|
||||
value: closingBalance?.amount || 0,
|
||||
color: colors[index % colors.length],
|
||||
};
|
||||
});
|
||||
|
||||
const totalBalance = pieData.reduce((sum, item) => sum + item.value, 0);
|
||||
|
||||
if (pieData.length === 0 || totalBalance === 0) {
|
||||
return (
|
||||
<div className={className}>
|
||||
<h3 className="text-lg font-medium text-gray-900 mb-4">
|
||||
Account Distribution
|
||||
</h3>
|
||||
<div className="h-80 flex items-center justify-center text-gray-500">
|
||||
No account data available
|
||||
</div>
|
||||
</div>
|
||||
);
|
||||
}
|
||||
|
||||
const CustomTooltip = ({ active, payload }: TooltipProps) => {
|
||||
if (active && payload && payload.length) {
|
||||
const data = payload[0].payload;
|
||||
const percentage = ((data.value / totalBalance) * 100).toFixed(1);
|
||||
return (
|
||||
<div className="bg-white p-3 border rounded shadow-lg">
|
||||
<p className="font-medium">{data.name}</p>
|
||||
<p className="text-blue-600">
|
||||
Balance: €{data.value.toLocaleString()}
|
||||
</p>
|
||||
<p className="text-gray-600">{percentage}% of total</p>
|
||||
</div>
|
||||
);
|
||||
}
|
||||
return null;
|
||||
};
|
||||
|
||||
return (
|
||||
<div className={className}>
|
||||
<h3 className="text-lg font-medium text-gray-900 mb-4">
|
||||
Account Balance Distribution
|
||||
</h3>
|
||||
<div className="h-80">
|
||||
<ResponsiveContainer width="100%" height="100%">
|
||||
<PieChart>
|
||||
<Pie
|
||||
data={pieData}
|
||||
cx="50%"
|
||||
cy="50%"
|
||||
outerRadius={100}
|
||||
innerRadius={40}
|
||||
paddingAngle={2}
|
||||
dataKey="value"
|
||||
>
|
||||
{pieData.map((entry, index) => (
|
||||
<Cell key={`cell-${index}`} fill={entry.color} />
|
||||
))}
|
||||
</Pie>
|
||||
<Tooltip content={<CustomTooltip />} />
|
||||
<Legend
|
||||
formatter={(value, entry: { color?: string }) => (
|
||||
<span style={{ color: entry.color }}>{value}</span>
|
||||
)}
|
||||
/>
|
||||
</PieChart>
|
||||
</ResponsiveContainer>
|
||||
</div>
|
||||
<div className="mt-4 grid grid-cols-1 gap-2">
|
||||
{pieData.map((item, index) => (
|
||||
<div key={index} className="flex items-center justify-between text-sm">
|
||||
<div className="flex items-center">
|
||||
<div
|
||||
className="w-3 h-3 rounded-full mr-2"
|
||||
style={{ backgroundColor: item.color }}
|
||||
/>
|
||||
<span className="text-gray-700">{item.name}</span>
|
||||
</div>
|
||||
<span className="font-medium">€{item.value.toLocaleString()}</span>
|
||||
</div>
|
||||
))}
|
||||
</div>
|
||||
</div>
|
||||
);
|
||||
}
|
||||
@@ -10,6 +10,7 @@ import type {
|
||||
NotificationServicesResponse,
|
||||
HealthData,
|
||||
AccountUpdate,
|
||||
TransactionStats,
|
||||
} from "../types/api";
|
||||
|
||||
// Use VITE_API_URL for development, relative URLs for production
|
||||
@@ -142,6 +143,17 @@ export const apiClient = {
|
||||
const response = await api.get<ApiResponse<HealthData>>("/health");
|
||||
return response.data.data;
|
||||
},
|
||||
|
||||
// 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;
|
||||
}
|
||||
|
||||
@@ -1,6 +1,6 @@
|
||||
[project]
|
||||
name = "leggen"
|
||||
version = "2025.9.9"
|
||||
version = "2025.9.10"
|
||||
description = "An Open Banking CLI"
|
||||
authors = [{ name = "Elisiário Couto", email = "elisiario@couto.io" }]
|
||||
requires-python = "~=3.13.0"
|
||||
|
||||
Reference in New Issue
Block a user