Add a source list to the sidebar and lead with the Records tab

The sidebar now lists every source under the Sources item when it is expanded, so entering a source takes one click instead of two. Bank feeds sort first, then CSV sources, alphabetical within each group, and a small icon marks which is which — the same config.simplefin test the Import page uses. Selecting a source lands on Records rather than Setup: the index route under /sources/:name redirects there and Setup moved to an explicit /setup path at the end of the tab strip. Setup is the rare job; Records is the frequent one. Co-Authored-By: Claude Opus 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_0154qBiPua1PXeet69XmmvQb
Update the docs for the reworked UI
2026-08-09 16:03:57 -04:00 · 2026-08-07 23:04:15 -04:00 · 2026-08-07 22:51:26 -04:00
5 changed files with 124 additions and 32 deletions
--- a/CLAUDE.md
+++ b/CLAUDE.md
@ -68,8 +68,8 @@ Theme state lives in `ui/src/theme.jsx` — a React context (`ThemeContext`) wit
 `ThemeProvider` that wraps the app in `main.jsx`.

 - **Storage key:** `df_dark` in `localStorage`; falls back to `window.matchMedia('(prefers-color-scheme: dark)')` on first visit
- **Toggle:** button in the sidebar header in `App.jsx`; effect writes `localStorage` and toggles the `.dark` class on `<html>`
- **CSS:** `ui/src/index.css` defines CSS custom properties under `:root` (light) and `.dark`. All Tailwind color overrides are written as `.dark .bg-white { ... }` etc.
+- **Toggle:** button at the foot of the sidebar (`Sidebar.jsx`), and in `BottomNav.jsx` on mobile; the effect writes `localStorage` and toggles the `.dark` class on `<html>`
+- **CSS:** `ui/src/index.css` declares semantic tokens under `@theme` (`bg-surface`, `text-ink`, `text-muted`, `border-line`, `text-danger`, …) that resolve to CSS custom properties redefined by `.dark`. **Write components against the tokens, never against literal shades like `bg-white` or `text-gray-400`** — the old per-utility `.dark .bg-white { … }` overrides are gone and must not come back
 - **Palette:** dark mode uses Perspective's "Pro Dark" colours (`--bg-primary: #242526`, panels `#2a2c2f`, gridlines `#3b3f46`, text `#c5c9d0`)
 - **Perspective viewer:** `Pivot.jsx` calls `viewer.setAttribute('theme', dark ? 'Pro Dark' : 'Pro Light')` on initial load and in a `useEffect([dark])` so the viewer stays in sync when the toggle fires
 - **Consuming the theme:** `import useTheme from '../theme.jsx'` then `const { dark, setDark } = useTheme()`
--- a/docs/spec.md
+++ b/docs/spec.md
@ -59,10 +59,14 @@ api/
 ui/
  src/
    api.js             — fetch wrapper, credential management
-    App.jsx            — root: login gate, sidebar, source selector, routing
+    App.jsx            — root: login gate, routing, stale/reprocess banners
+    index.css          — semantic colour tokens for light and dark
    pages/
      Login.jsx        — username/password form
-      Sources.jsx      — source CRUD, field config, view generation
+      SourceList.jsx   — source list and the create dialog
+      SourceDetail.jsx — one source: connection, fields, view, maintenance
+      Bridge.jsx       — SimpleFIN accounts, balances, and subtotals
+      ImportHub.jsx    — all sources with sync / upload actions
      Import.jsx       — CSV upload, SimpleFIN sync, and import log
      Rules.jsx        — rule CRUD with live pattern preview
      Mappings.jsx     — mapping table with TSV import/export
@ -71,7 +75,7 @@ ui/
      Stacks.jsx       — multi-source union views with running balance
      Remap.jsx        — bulk remap of an output field value across mappings
      Log.jsx          — global import log across all sources
-    components/        — Sidebar, StatusBar
+    components/        — Sidebar, BottomNav, navItems, SourceTabs, Section, SampleTable
    theme.jsx          — light/dark context provider
 public/                — compiled UI (output of npm run build in ui/)
 docs/                  — this file, tutorial, UI and Perspective references
@ -327,11 +331,43 @@ Built with React + Vite + Tailwind CSS. Compiled output goes to `public/`. The s
 3. On 401 response, credentials are cleared and the login screen is shown.
 4. `localStorage` persists the selected source name across sessions.

+**Navigation.** The selected source is a route parameter, not global state: `/sources`
+lists sources, `/sources/:name` owns one, and Import, Rules, Mappings, Records, and Pivot
+are tabs beneath it (`components/SourceTabs.jsx`). The sidebar holds only top-level
+destinations — Sources, Import, Bridge, Remap, Stacks, Log — defined once in
+`components/navItems.jsx` and rendered by `Sidebar.jsx` on desktop and `BottomNav.jsx`
+below the `md:` breakpoint. Out-of-sync and reprocess banners render above every page from
+`App.jsx`.
+
+**Colour.** Components use semantic tokens (`bg-surface`, `text-ink`, `text-muted`,
+`border-line`, `text-danger`) declared in `index.css` under `@theme`, which resolve to CSS
+variables redefined by `.dark`. There are no per-utility `.dark` override rules; a new
+component gets both themes for free.
+
+**Bundle.** `Pivot` is loaded with `React.lazy`, keeping Perspective (~4.7 MB gzipped) out
+of the initial download and in a chunk fetched only when a pivot is opened.
+
 **Pages:**

- **Sources** — View and edit source configuration. Shows all known field names and their origins (raw data, schema, rules, mappings). Checkboxes control which fields are constraint fields and which appear in the output view. Supports CSV upload to auto-detect fields.
+- **Sources** (`SourceList.jsx`) — Lists every source with its constraint fields and a
+  badge for bank feeds; clicking opens it. "New source" opens the create dialog, which can
+  seed fields from a CSV sample or from a linked SimpleFIN account.

- **Import** — Upload a CSV to import records into the selected source. Transformations run automatically on new records. Shows import log with inserted/duplicate counts, expandable key detail, checkbox selection, and delete with confirmation. Sources with `config.simplefin.account_id` also get a Sync panel — a window selector (10/30/90 days or everything) and a "Sync now" button that pulls from the bank API through the same import path.
+- **Source detail** (`SourceDetail.jsx`) — The Setup tab, grouped into titled panels:
+  Connection (link/unlink a SimpleFIN account, warns when constraint fields aren't `id`),
+  Fields and view (all known field names and their origins, with checkboxes for constraint
+  fields and view columns), Sample rows, Maintenance (reprocess), and Delete source.
+
+- **Bridge** (`Bridge.jsx`) — Every account behind the SimpleFIN credential with balances,
+  the source each maps to, and subtotals split into banking versus retirement (recognised by
+  keyword on the account and institution names). Queries SimpleFIN only when Refresh is
+  pressed. Balances render in accounting style with negatives in parentheses.
+
+- **Import** (`ImportHub.jsx`) — Top-level entry point for the frequent job. Lists every
+  source with record counts and last import date, a Sync button for bank feeds, and an
+  upload link for CSV sources.
+
+- **Source › Import tab** — Upload a CSV to import records into the selected source. Transformations run automatically on new records. Shows import log with inserted/duplicate counts, expandable key detail, checkbox selection, and delete with confirmation. Sources with `config.simplefin.account_id` also get a Sync panel — a window selector (10/30/45 days or a full backfill) and a "Sync now" button that pulls from the bank API through the same import path.

 - **Rules** — Create and manage regex rules. Live preview fires automatically (debounced 500ms) as pattern/field/flags are edited, showing match results against real records. Rules can be enabled/disabled by toggle.

@ -358,7 +394,8 @@ Built with React + Vite + Tailwind CSS. Compiled output goes to `public/`. The s

  See `docs/perspective.md` for the full technical reference on controlling Perspective programmatically.

- **Stacks** — Named unions of multiple sources. Each stack defines a field mapping (how source fields map to common output columns), an amount field, a date field, and an optional balance offset. The view-data endpoint unions the underlying source views and computes a running balance sorted by date. The Pivot page supports stacks as well as individual sources, with layouts stored in the same `pivot_layouts` table.
+- **Stacks** — Named unions of multiple sources, each chip linking to its pivot at
+  `/stacks/:name/pivot`. Each stack defines a field mapping (how source fields map to common output columns), an amount field, a date field, and an optional balance offset. The view-data endpoint unions the underlying source views and computes a running balance sorted by date. The Pivot page supports stacks as well as individual sources, with layouts stored in the same `pivot_layouts` table.

 - **Log** — Global import log across all sources. Same expandable key detail and delete capability as the Import page, plus a source name column.

--- a/ui/src/App.jsx
+++ b/ui/src/App.jsx
@ -141,6 +141,7 @@ export default function App() {
          setExpanded={setSidebarExpanded}
          loginUser={loginUser}
          onLogout={handleLogout}
+          sources={sources}
        />
        </div>

@ -201,7 +202,8 @@ export default function App() {

              <Route path="/sources" element={<SourceList sources={sources} setSources={setSources} setSource={setSource} />} />
              <Route path="/sources/:name" element={<SourceTabs sources={sources} />}>
-                <Route index element={<SourceDetail sources={sources} setSources={setSources} />} />
+                <Route index element={<Navigate to="records" replace />} />
+                <Route path="setup" element={<SourceDetail sources={sources} setSources={setSources} />} />
                <Route path="import" element={<ScopedToSource component={Import} />} />
                <Route path="rules" element={<ScopedToSource component={Rules} onStale={markSourceStale} />} />
                <Route path="mappings" element={<ScopedToSource component={Mappings} onNeedsReprocess={markNeedsReprocess} />} />
--- a/ui/src/components/Sidebar.jsx
+++ b/ui/src/components/Sidebar.jsx
@ -1,10 +1,37 @@
+import { Fragment, useMemo } from 'react'
 import { NavLink } from 'react-router-dom'
 import useTheme from '../theme.jsx'
 import { NAV } from './navItems.jsx'

-export default function Sidebar({ expanded, setExpanded, loginUser, onLogout }) {
+// Same distinction the Import page makes: a source is either on a bank feed or
+// it gets CSVs uploaded to it.
+const feedIcon = (
+  <svg width="12" height="12" viewBox="0 0 16 16" fill="none" stroke="currentColor" strokeWidth="1.6" strokeLinecap="round">
+    <path d="M4 10.5a4.5 4.5 0 0 1 4.5 4.5"/>
+    <path d="M4 6a9 9 0 0 1 9 9"/>
+    <circle cx="4.2" cy="14.8" r="1.2" fill="currentColor" stroke="none"/>
+  </svg>
+)
+
+const csvIcon = (
+  <svg width="12" height="12" viewBox="0 0 16 16" fill="none" stroke="currentColor" strokeWidth="1.4" strokeLinecap="round" strokeLinejoin="round">
+    <path d="M4 1.5h5l3 3v10H4z"/>
+    <polyline points="9,1.5 9,4.5 12,4.5"/>
+  </svg>
+)
+
+export default function Sidebar({ expanded, setExpanded, loginUser, onLogout, sources = [] }) {
  const { dark, setDark } = useTheme()

+  // Bank feeds first, then CSV sources, alphabetical within each group
+  const navSources = useMemo(() => (
+    sources
+      .map(s => ({ ...s, isFeed: !!s.config?.simplefin?.account_id }))
+      .sort((a, b) =>
+        (b.isFeed - a.isFeed) || a.name.localeCompare(b.name, undefined, { sensitivity: 'base' })
+      )
+  ), [sources])
+
  return (
    <div
      className="bg-surface border-r border-line flex flex-col shrink-0 overflow-hidden transition-all duration-150"
@ -32,11 +59,12 @@ export default function Sidebar({ expanded, setExpanded, loginUser, onLogout })
      </div>

      {/* Nav */}
-      <nav className="flex flex-col gap-0.5 p-2 flex-1">
+      <nav className="flex flex-col gap-0.5 p-2 flex-1 overflow-y-auto">
        {NAV.map(({ to, label, icon }) => (
+          <Fragment key={to}>
            <NavLink
-            key={to}
              to={to}
+              end={to === '/sources'}
              title={!expanded ? label : undefined}
              className={({ isActive }) =>
                `flex items-center gap-3 px-2 py-2 rounded w-full transition-colors ${
@ -54,6 +82,29 @@ export default function Sidebar({ expanded, setExpanded, loginUser, onLogout })
                {label}
              </span>
            </NavLink>
+
+            {/* Jump straight to a source. Collapsed there is no room for names,
+                so the shortcut list only exists when the sidebar is open. */}
+            {to === '/sources' && expanded && navSources.map(({ isFeed, ...s }) => {
+              return (
+                <NavLink
+                  key={s.name}
+                  to={`/sources/${encodeURIComponent(s.name)}`}
+                  title={`${s.name} — ${isFeed ? 'bank feed' : 'CSV'}`}
+                  className={({ isActive }) =>
+                    `flex items-center gap-2 ml-4 pl-2 pr-2 py-1 rounded border-l border-line-soft transition-colors ${
+                      isActive
+                        ? 'bg-accent-soft text-accent'
+                        : 'text-muted hover:bg-raised hover:text-ink'
+                    }`
+                  }
+                >
+                  <span className="shrink-0 opacity-70">{isFeed ? feedIcon : csvIcon}</span>
+                  <span className="text-xs truncate">{s.name}</span>
+                </NavLink>
+              )
+            })}
+          </Fragment>
        ))}
      </nav>

--- a/ui/src/components/SourceTabs.jsx
+++ b/ui/src/components/SourceTabs.jsx
@ -2,13 +2,15 @@ import { NavLink, Outlet, useParams, Link } from 'react-router-dom'

 // Everything scoped to one source lives under /sources/:name, so the source is
 // in the URL rather than in a global selector.
+// Records is the tab you want nine times out of ten, so it leads and is what
+// /sources/:name redirects to; Setup is the rare one and sits at the end.
 const TABS = [
-  { to: '', label: 'Setup', end: true },
+  { to: 'records', label: 'Records' },
  { to: 'import', label: 'Import' },
  { to: 'rules', label: 'Rules' },
  { to: 'mappings', label: 'Mappings' },
-  { to: 'records', label: 'Records' },
  { to: 'pivot', label: 'Pivot' },
+  { to: 'setup', label: 'Setup' },
 ]

 export default function SourceTabs({ sources }) {