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https://github.com/escalante29/WealthySmart.git
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Add budget module: FastAPI backend + React frontend
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Backend: FastAPI + PostgreSQL with models for accounts, transactions, and categories. Auto-categorization from merchant patterns, token auth, CRUD endpoints, and seed data for 16 categories and 4 bank accounts. Frontend: Login, Dashboard (account balances + recent charges), Transactions (full CRUD table with search/filter), Cash & Transfers view. Dark theme with emerald/cyan accents, responsive layout. Infrastructure: Updated docker-compose for backend + db services, nginx proxy config for API routing, deploy workflow with secrets. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
This commit is contained in:
197
frontend/src/pages/Dashboard.tsx
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197
frontend/src/pages/Dashboard.tsx
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import { useEffect, useState } from 'react';
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import { Link } from 'react-router-dom';
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import {
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ArrowRight,
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TrendingUp,
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TrendingDown,
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RefreshCw,
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CreditCard,
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} from 'lucide-react';
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import api, { type Account, type Transaction } from '../api';
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function formatAmount(amount: number, currency: string) {
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const abs = Math.abs(amount);
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if (currency === 'USD') {
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return `$${abs.toLocaleString('en-US', { minimumFractionDigits: 2, maximumFractionDigits: 2 })}`;
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}
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return `₡${abs.toLocaleString('es-CR', { minimumFractionDigits: 2, maximumFractionDigits: 2 })}`;
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}
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function formatDate(dateStr: string) {
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return new Date(dateStr).toLocaleDateString('en-US', {
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month: 'short',
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day: 'numeric',
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});
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}
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export default function Dashboard() {
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const [accounts, setAccounts] = useState<Account[]>([]);
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const [recent, setRecent] = useState<Transaction[]>([]);
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const [loading, setLoading] = useState(true);
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const fetchData = async () => {
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setLoading(true);
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try {
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const [accRes, txRes] = await Promise.all([
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api.get('/accounts/'),
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api.get('/transactions/recent?limit=5'),
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]);
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setAccounts(accRes.data);
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setRecent(txRes.data);
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} catch (e) {
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console.error(e);
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} finally {
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setLoading(false);
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}
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};
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useEffect(() => {
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fetchData();
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}, []);
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const totalCRC = accounts
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.filter((a) => a.currency === 'CRC')
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.reduce((s, a) => s + a.balance, 0);
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const totalUSD = accounts
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.filter((a) => a.currency === 'USD')
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.reduce((s, a) => s + a.balance, 0);
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return (
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<div className="space-y-6">
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{/* Header */}
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<div className="flex items-center justify-between">
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<div>
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<h1 className="text-2xl font-bold">Dashboard</h1>
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<p className="text-sm text-slate-500 mt-1">Financial overview</p>
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</div>
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<button
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onClick={fetchData}
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className="p-2 rounded-lg text-slate-500 hover:text-white hover:bg-slate-800/50 transition-colors"
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>
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<RefreshCw className={`w-4 h-4 ${loading ? 'animate-spin' : ''}`} />
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</button>
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</div>
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{/* Account balances */}
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<div className="grid grid-cols-1 sm:grid-cols-2 lg:grid-cols-4 gap-4">
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{accounts.map((account, i) => (
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<div
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key={account.id}
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className="relative group animate-fade-in"
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>
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<div className="absolute -inset-[1px] rounded-xl bg-gradient-to-br from-emerald-500/20 to-cyan-500/20 opacity-0 group-hover:opacity-100 transition-opacity" />
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<div className="relative bg-slate-900/60 border border-slate-800/60 rounded-xl p-5">
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<div className="flex items-center justify-between mb-3">
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<span className="text-xs font-medium text-slate-500 uppercase tracking-wider">
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{account.label}
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</span>
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<span className="text-[10px] font-mono text-slate-600 bg-slate-800/60 px-2 py-0.5 rounded">
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{account.bank}
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</span>
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</div>
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<p className="text-2xl font-bold font-mono tracking-tight">
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{formatAmount(account.balance, account.currency)}
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</p>
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</div>
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</div>
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))}
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{/* Totals */}
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{accounts.length > 0 && (
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<>
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<div
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className="bg-gradient-to-br from-emerald-500/10 to-cyan-500/5 border border-emerald-500/20 rounded-xl p-5"
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>
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<span className="text-xs font-medium text-emerald-400/80 uppercase tracking-wider">
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Total CRC
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</span>
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<p className="text-2xl font-bold font-mono tracking-tight text-emerald-400 mt-3">
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{formatAmount(totalCRC, 'CRC')}
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</p>
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</div>
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<div
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className="bg-gradient-to-br from-cyan-500/10 to-emerald-500/5 border border-cyan-500/20 rounded-xl p-5 animate-fade-in"
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>
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<span className="text-xs font-medium text-cyan-400/80 uppercase tracking-wider">
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Total USD
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</span>
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<p className="text-2xl font-bold font-mono tracking-tight text-cyan-400 mt-3">
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{formatAmount(totalUSD, 'USD')}
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</p>
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</div>
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</>
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)}
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</div>
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{/* Recent transactions */}
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<div className="bg-slate-900/40 border border-slate-800/60 rounded-xl">
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<div className="flex items-center justify-between px-5 py-4 border-b border-slate-800/40">
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<div className="flex items-center gap-2">
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<CreditCard className="w-4 h-4 text-slate-500" />
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<h2 className="font-semibold text-sm">Recent Charges</h2>
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</div>
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<Link
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to="/transactions"
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className="flex items-center gap-1 text-xs font-medium text-emerald-400 hover:text-emerald-300 transition-colors"
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>
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View all
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<ArrowRight className="w-3 h-3" />
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</Link>
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</div>
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{recent.length === 0 && !loading ? (
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<div className="px-5 py-12 text-center text-slate-600 text-sm">
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No transactions yet. Add your first one!
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</div>
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) : (
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<div className="divide-y divide-slate-800/40">
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{recent.map((tx, i) => (
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<div
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key={tx.id}
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className="flex items-center justify-between px-5 py-3.5 hover:bg-slate-800/20 transition-colors animate-fade-in"
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>
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<div className="flex items-center gap-3 min-w-0">
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<div
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className={`w-8 h-8 rounded-lg flex items-center justify-center flex-shrink-0 ${
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tx.transaction_type === 'DEVOLUCION'
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? 'bg-emerald-500/10 text-emerald-400'
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: 'bg-red-500/10 text-red-400'
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}`}
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>
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{tx.transaction_type === 'DEVOLUCION' ? (
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<TrendingUp className="w-4 h-4" />
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) : (
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<TrendingDown className="w-4 h-4" />
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)}
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</div>
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<div className="min-w-0">
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<p className="text-sm font-medium truncate">{tx.merchant}</p>
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<p className="text-xs text-slate-500">
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{formatDate(tx.date)}
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{tx.category && (
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<span className="ml-2 text-slate-600">
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{tx.category.name}
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</span>
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)}
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</p>
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</div>
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</div>
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<span
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className={`font-mono text-sm font-medium flex-shrink-0 ml-4 ${
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tx.transaction_type === 'DEVOLUCION'
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? 'text-emerald-400'
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: 'text-white'
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}`}
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>
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{tx.transaction_type === 'DEVOLUCION' ? '+' : '-'}
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{formatAmount(tx.amount, tx.currency)}
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</span>
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</div>
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))}
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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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