Files
WealthySmart/frontend/src/pages/Dashboard.tsx
Carlos Escalante 13161b8e49
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Add budget module: FastAPI backend + React frontend
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>
2026-03-21 11:33:38 -06:00

198 lines
7.1 KiB
TypeScript

import { useEffect, useState } from 'react';
import { Link } from 'react-router-dom';
import {
ArrowRight,
TrendingUp,
TrendingDown,
RefreshCw,
CreditCard,
} from 'lucide-react';
import api, { type Account, type Transaction } from '../api';
function formatAmount(amount: number, currency: string) {
const abs = Math.abs(amount);
if (currency === 'USD') {
return `$${abs.toLocaleString('en-US', { minimumFractionDigits: 2, maximumFractionDigits: 2 })}`;
}
return `${abs.toLocaleString('es-CR', { minimumFractionDigits: 2, maximumFractionDigits: 2 })}`;
}
function formatDate(dateStr: string) {
return new Date(dateStr).toLocaleDateString('en-US', {
month: 'short',
day: 'numeric',
});
}
export default function Dashboard() {
const [accounts, setAccounts] = useState<Account[]>([]);
const [recent, setRecent] = useState<Transaction[]>([]);
const [loading, setLoading] = useState(true);
const fetchData = async () => {
setLoading(true);
try {
const [accRes, txRes] = await Promise.all([
api.get('/accounts/'),
api.get('/transactions/recent?limit=5'),
]);
setAccounts(accRes.data);
setRecent(txRes.data);
} catch (e) {
console.error(e);
} finally {
setLoading(false);
}
};
useEffect(() => {
fetchData();
}, []);
const totalCRC = accounts
.filter((a) => a.currency === 'CRC')
.reduce((s, a) => s + a.balance, 0);
const totalUSD = accounts
.filter((a) => a.currency === 'USD')
.reduce((s, a) => s + a.balance, 0);
return (
<div className="space-y-6">
{/* Header */}
<div className="flex items-center justify-between">
<div>
<h1 className="text-2xl font-bold">Dashboard</h1>
<p className="text-sm text-slate-500 mt-1">Financial overview</p>
</div>
<button
onClick={fetchData}
className="p-2 rounded-lg text-slate-500 hover:text-white hover:bg-slate-800/50 transition-colors"
>
<RefreshCw className={`w-4 h-4 ${loading ? 'animate-spin' : ''}`} />
</button>
</div>
{/* Account balances */}
<div className="grid grid-cols-1 sm:grid-cols-2 lg:grid-cols-4 gap-4">
{accounts.map((account, i) => (
<div
key={account.id}
className="relative group animate-fade-in"
>
<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" />
<div className="relative bg-slate-900/60 border border-slate-800/60 rounded-xl p-5">
<div className="flex items-center justify-between mb-3">
<span className="text-xs font-medium text-slate-500 uppercase tracking-wider">
{account.label}
</span>
<span className="text-[10px] font-mono text-slate-600 bg-slate-800/60 px-2 py-0.5 rounded">
{account.bank}
</span>
</div>
<p className="text-2xl font-bold font-mono tracking-tight">
{formatAmount(account.balance, account.currency)}
</p>
</div>
</div>
))}
{/* Totals */}
{accounts.length > 0 && (
<>
<div
className="bg-gradient-to-br from-emerald-500/10 to-cyan-500/5 border border-emerald-500/20 rounded-xl p-5"
>
<span className="text-xs font-medium text-emerald-400/80 uppercase tracking-wider">
Total CRC
</span>
<p className="text-2xl font-bold font-mono tracking-tight text-emerald-400 mt-3">
{formatAmount(totalCRC, 'CRC')}
</p>
</div>
<div
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"
>
<span className="text-xs font-medium text-cyan-400/80 uppercase tracking-wider">
Total USD
</span>
<p className="text-2xl font-bold font-mono tracking-tight text-cyan-400 mt-3">
{formatAmount(totalUSD, 'USD')}
</p>
</div>
</>
)}
</div>
{/* Recent transactions */}
<div className="bg-slate-900/40 border border-slate-800/60 rounded-xl">
<div className="flex items-center justify-between px-5 py-4 border-b border-slate-800/40">
<div className="flex items-center gap-2">
<CreditCard className="w-4 h-4 text-slate-500" />
<h2 className="font-semibold text-sm">Recent Charges</h2>
</div>
<Link
to="/transactions"
className="flex items-center gap-1 text-xs font-medium text-emerald-400 hover:text-emerald-300 transition-colors"
>
View all
<ArrowRight className="w-3 h-3" />
</Link>
</div>
{recent.length === 0 && !loading ? (
<div className="px-5 py-12 text-center text-slate-600 text-sm">
No transactions yet. Add your first one!
</div>
) : (
<div className="divide-y divide-slate-800/40">
{recent.map((tx, i) => (
<div
key={tx.id}
className="flex items-center justify-between px-5 py-3.5 hover:bg-slate-800/20 transition-colors animate-fade-in"
>
<div className="flex items-center gap-3 min-w-0">
<div
className={`w-8 h-8 rounded-lg flex items-center justify-center flex-shrink-0 ${
tx.transaction_type === 'DEVOLUCION'
? 'bg-emerald-500/10 text-emerald-400'
: 'bg-red-500/10 text-red-400'
}`}
>
{tx.transaction_type === 'DEVOLUCION' ? (
<TrendingUp className="w-4 h-4" />
) : (
<TrendingDown className="w-4 h-4" />
)}
</div>
<div className="min-w-0">
<p className="text-sm font-medium truncate">{tx.merchant}</p>
<p className="text-xs text-slate-500">
{formatDate(tx.date)}
{tx.category && (
<span className="ml-2 text-slate-600">
{tx.category.name}
</span>
)}
</p>
</div>
</div>
<span
className={`font-mono text-sm font-medium flex-shrink-0 ml-4 ${
tx.transaction_type === 'DEVOLUCION'
? 'text-emerald-400'
: 'text-white'
}`}
>
{tx.transaction_type === 'DEVOLUCION' ? '+' : '-'}
{formatAmount(tx.amount, tx.currency)}
</span>
</div>
))}
</div>
)}
</div>
</div>
);
}