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 · 2026-08-07 22:51:04 -04:00 · 2026-08-02 14:09:06 -04:00
19 changed files with 298 additions and 123 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>`
+- **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` defines CSS custom properties under `:root` (light) and `.dark`. All Tailwind color overrides are written as `.dark .bg-white { ... }` etc.
+- **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/index.html
+++ b/ui/index.html
@ -4,7 +4,7 @@
    <meta charset="UTF-8" />
    <link rel="icon" type="image/svg+xml" href="/favicon.svg" />
    <meta name="viewport" content="width=device-width, initial-scale=1.0" />
-    <title>ui</title>
+    <title>Dataflow</title>
  </head>
  <body>
    <div id="root"></div>
--- a/ui/src/App.jsx
+++ b/ui/src/App.jsx
@ -1,7 +1,8 @@
-import { useState, useEffect, createElement } from 'react'
+import { useState, useEffect, createElement, lazy, Suspense } from 'react'
 import { BrowserRouter, Routes, Route, Navigate, useParams } from 'react-router-dom'
 import { api, setCredentials, clearCredentials } from './api'
 import Sidebar from './components/Sidebar.jsx'
 import BottomNav from './components/BottomNav.jsx'
 import SourceTabs from './components/SourceTabs.jsx'
 import Login from './pages/Login'
 import SourceList from './pages/SourceList'
@ -13,7 +14,7 @@ import Rules from './pages/Rules'
 import Mappings from './pages/Mappings'
 import Records from './pages/Records'
 import Log from './pages/Log'
-import Pivot from './pages/Pivot'
+const Pivot = lazy(() => import('./pages/Pivot'))
 import Remap from './pages/Remap'
 import Stacks from './pages/Stacks'
@ -134,12 +135,15 @@ export default function App() {
    <BrowserRouter>
      <div className="flex h-screen">
        <div className="hidden md:flex">
        <Sidebar
          expanded={sidebarExpanded}
          setExpanded={setSidebarExpanded}
          loginUser={loginUser}
          onLogout={handleLogout}
          sources={sources}
        />
        </div>
        {/* Main */}
        <div className="flex-1 overflow-hidden flex flex-col min-w-0">
@ -191,13 +195,15 @@ export default function App() {
            </div>
          )}
-          <div className="flex-1 overflow-auto">
+          <div className="flex-1 overflow-auto pb-14 md:pb-0">
            <Suspense fallback={<div className="p-6 text-sm text-muted">Loading…</div>}>
            <Routes>
              <Route path="/" element={<Navigate to="/sources" replace />} />
              <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} />} />
@ -212,9 +218,11 @@ export default function App() {
              <Route path="/remap" element={<Remap />} />
              <Route path="/log" element={<Log />} />
            </Routes>
            </Suspense>
          </div>
        </div>
      </div>
      <BottomNav />
    </BrowserRouter>
  )
 }
--- a/ui/src/components/BottomNav.jsx
+++ b/ui/src/components/BottomNav.jsx
@ -0,0 +1,40 @@
 import { NavLink } from 'react-router-dom'
 import useTheme from '../theme.jsx'
 import { NAV } from './navItems.jsx'
 // Phone-sized replacement for the sidebar: same destinations, thumb-reachable.
 // Hidden from md: upward, where the sidebar takes over.
 export default function BottomNav() {
  const { dark, setDark } = useTheme()
  return (
    <nav className="md:hidden fixed bottom-0 inset-x-0 z-20 bg-surface border-t border-line flex justify-around items-stretch h-14 pb-[env(safe-area-inset-bottom)]">
      {NAV.map(({ to, label, icon }) => (
        <NavLink
          key={to}
          to={to}
          className={({ isActive }) =>
            `flex-1 flex flex-col items-center justify-center gap-0.5 text-[10px] ${
              isActive ? 'text-accent' : 'text-muted'
            }`
          }
        >
          <span>{icon}</span>
          {label}
        </NavLink>
      ))}
      <button
        onClick={() => setDark(d => !d)}
        className="flex-1 flex flex-col items-center justify-center gap-0.5 text-[10px] text-muted"
        title={dark ? 'Light mode' : 'Dark mode'}
      >
        <svg width="18" height="18" viewBox="0 0 24 24" fill="none" stroke="currentColor" strokeWidth="2" strokeLinecap="round" strokeLinejoin="round">
          {dark
            ? <><circle cx="12" cy="12" r="4"/><line x1="12" y1="2" x2="12" y2="5"/><line x1="12" y1="19" x2="12" y2="22"/><line x1="2" y1="12" x2="5" y2="12"/><line x1="19" y1="12" x2="22" y2="12"/></>
            : <path d="M21 12.79A9 9 0 1 1 11.21 3 7 7 0 0 0 21 12.79z"/>}
        </svg>
        Theme
      </button>
    </nav>
  )
 }
--- a/ui/src/components/Sidebar.jsx
+++ b/ui/src/components/Sidebar.jsx
@ -1,79 +1,37 @@
 import { Fragment, useMemo } from 'react'
 import { NavLink } from 'react-router-dom'
 import useTheme from '../theme.jsx'
 import { NAV } from './navItems.jsx'
-const NAV = [
+// Same distinction the Import page makes: a source is either on a bank feed or
-  {
+// it gets CSVs uploaded to it.
-    to: '/sources',
+const feedIcon = (
-    label: 'Sources',
+  <svg width="12" height="12" viewBox="0 0 16 16" fill="none" stroke="currentColor" strokeWidth="1.6" strokeLinecap="round">
-    icon: (
+    <path d="M4 10.5a4.5 4.5 0 0 1 4.5 4.5"/>
-      <svg width="18" height="18" viewBox="0 0 20 20" fill="none" stroke="currentColor" strokeWidth="1.6" strokeLinecap="round" strokeLinejoin="round">
+    <path d="M4 6a9 9 0 0 1 9 9"/>
-        <ellipse cx="10" cy="5.5" rx="7" ry="2.5"/>
+    <circle cx="4.2" cy="14.8" r="1.2" fill="currentColor" stroke="none"/>
-        <path d="M3 5.5v9c0 1.4 3.1 2.5 7 2.5s7-1.1 7-2.5v-9"/>
+  </svg>
-        <path d="M3 10.5c0 1.4 3.1 2.5 7 2.5s7-1.1 7-2.5"/>
+)
      </svg>
    ),
  },
  {
    to: '/import',
    label: 'Import',
    icon: (
      <svg width="18" height="18" viewBox="0 0 20 20" fill="none" stroke="currentColor" strokeWidth="1.6" strokeLinecap="round" strokeLinejoin="round">
        <line x1="10" y1="3" x2="10" y2="14"/>
        <polyline points="6,10 10,14 14,10"/>
        <line x1="3" y1="18" x2="17" y2="18"/>
      </svg>
    ),
  },
  {
    to: '/bridge',
    label: 'Bridge',
    icon: (
      <svg width="18" height="18" viewBox="0 0 20 20" fill="none" stroke="currentColor" strokeWidth="1.6" strokeLinecap="round" strokeLinejoin="round">
        <path d="M2 13a8 8 0 0 1 16 0"/>
        <line x1="2" y1="13" x2="18" y2="13"/>
        <line x1="7" y1="13" x2="7" y2="9"/>
        <line x1="13" y1="13" x2="13" y2="9"/>
      </svg>
    ),
  },
  {
    to: '/remap',
    label: 'Remap',
    icon: (
      <svg width="18" height="18" viewBox="0 0 20 20" fill="none" stroke="currentColor" strokeWidth="1.6" strokeLinecap="round" strokeLinejoin="round">
        <polyline points="2,8 2,4 6,4"/>
        <path d="M2 4a8 8 0 0 1 14 2"/>
        <polyline points="18,12 18,16 14,16"/>
        <path d="M18 16a8 8 0 0 1-14-2"/>
      </svg>
    ),
  },
  {
    to: '/stacks',
    label: 'Stacks',
    icon: (
      <svg width="18" height="18" viewBox="0 0 20 20" fill="none" stroke="currentColor" strokeWidth="1.6" strokeLinecap="round" strokeLinejoin="round">
        <polygon points="10,2 18,6 10,10 2,6"/>
        <polyline points="2,10 10,14 18,10"/>
        <polyline points="2,14 10,18 18,14"/>
      </svg>
    ),
  },
  {
    to: '/log',
    label: 'Log',
    icon: (
      <svg width="18" height="18" viewBox="0 0 20 20" fill="none" stroke="currentColor" strokeWidth="1.6" strokeLinecap="round" strokeLinejoin="round">
        <circle cx="10" cy="10" r="8"/>
        <polyline points="10,5 10,10 14,12"/>
      </svg>
    ),
  },
 ]
-export default function Sidebar({ expanded, setExpanded, loginUser, onLogout }) {
+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"
@ -101,28 +59,52 @@ 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 }) => (
-          <NavLink
+          <Fragment key={to}>
-            key={to}
+            <NavLink
-            to={to}
+              to={to}
-            title={!expanded ? label : undefined}
+              end={to === '/sources'}
-            className={({ isActive }) =>
+              title={!expanded ? label : undefined}
-              `flex items-center gap-3 px-2 py-2 rounded w-full transition-colors ${
+              className={({ isActive }) =>
-                isActive
+                `flex items-center gap-3 px-2 py-2 rounded w-full transition-colors ${
-                  ? 'bg-accent-soft text-accent'
+                  isActive
-                  : 'text-muted hover:bg-raised hover:text-ink'
+                    ? 'bg-accent-soft text-accent'
-              }`
+                    : 'text-muted hover:bg-raised hover:text-ink'
-            }
+                }`
-          >
+              }
            <span className="shrink-0">{icon}</span>
            <span
              className="text-sm whitespace-nowrap transition-opacity duration-100"
              style={{ opacity: expanded ? 1 : 0, pointerEvents: expanded ? 'auto' : 'none', width: expanded ? 'auto' : 0, overflow: 'hidden' }}
            >
-              {label}
+              <span className="shrink-0">{icon}</span>
-            </span>
+              <span
-          </NavLink>
+                className="text-sm whitespace-nowrap transition-opacity duration-100"
                style={{ opacity: expanded ? 1 : 0, pointerEvents: expanded ? 'auto' : 'none', width: expanded ? 'auto' : 0, overflow: 'hidden' }}
              >
                {label}
              </span>
            </NavLink>
            {/* Jump straight to a source. Collapsed there is no room for names,
                so the shortcut list only exists when the sidebar is open. */}
            {to === '/sources' && expanded && navSources.map(({ isFeed, ...s }) => {
              return (
                <NavLink
                  key={s.name}
                  to={`/sources/${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 }) {
@ -18,7 +20,7 @@ export default function SourceTabs({ sources }) {
  return (
    <div className="flex flex-col h-full min-h-0">
-      <div className="px-6 pt-5 shrink-0">
+      <div className="px-4 sm:px-6 pt-4 sm:pt-5 shrink-0">
        <div className="flex items-center gap-3">
          <Link to="/sources" className="text-xs text-muted hover:text-ink-soft">Sources</Link>
          <span className="text-muted text-xs">/</span>
@ -30,7 +32,7 @@ export default function SourceTabs({ sources }) {
          )}
        </div>
-        <nav className="flex gap-1 mt-3 border-b border-line">
+        <nav className="flex gap-1 mt-3 border-b border-line overflow-x-auto whitespace-nowrap">
          {TABS.map(({ to, label, end }) => (
            <NavLink
              key={label}
--- a/ui/src/components/navItems.jsx
+++ b/ui/src/components/navItems.jsx
@ -0,0 +1,70 @@
 // Top-level destinations, shared by the desktop sidebar and the mobile bar
 export const NAV = [
  {
    to: '/sources',
    label: 'Sources',
    icon: (
      <svg width="18" height="18" viewBox="0 0 20 20" fill="none" stroke="currentColor" strokeWidth="1.6" strokeLinecap="round" strokeLinejoin="round">
        <ellipse cx="10" cy="5.5" rx="7" ry="2.5"/>
        <path d="M3 5.5v9c0 1.4 3.1 2.5 7 2.5s7-1.1 7-2.5v-9"/>
        <path d="M3 10.5c0 1.4 3.1 2.5 7 2.5s7-1.1 7-2.5"/>
      </svg>
    ),
  },
  {
    to: '/import',
    label: 'Import',
    icon: (
      <svg width="18" height="18" viewBox="0 0 20 20" fill="none" stroke="currentColor" strokeWidth="1.6" strokeLinecap="round" strokeLinejoin="round">
        <line x1="10" y1="3" x2="10" y2="14"/>
        <polyline points="6,10 10,14 14,10"/>
        <line x1="3" y1="18" x2="17" y2="18"/>
      </svg>
    ),
  },
  {
    to: '/bridge',
    label: 'Bridge',
    icon: (
      <svg width="18" height="18" viewBox="0 0 20 20" fill="none" stroke="currentColor" strokeWidth="1.6" strokeLinecap="round" strokeLinejoin="round">
        <path d="M2 13a8 8 0 0 1 16 0"/>
        <line x1="2" y1="13" x2="18" y2="13"/>
        <line x1="7" y1="13" x2="7" y2="9"/>
        <line x1="13" y1="13" x2="13" y2="9"/>
      </svg>
    ),
  },
  {
    to: '/remap',
    label: 'Remap',
    icon: (
      <svg width="18" height="18" viewBox="0 0 20 20" fill="none" stroke="currentColor" strokeWidth="1.6" strokeLinecap="round" strokeLinejoin="round">
        <polyline points="2,8 2,4 6,4"/>
        <path d="M2 4a8 8 0 0 1 14 2"/>
        <polyline points="18,12 18,16 14,16"/>
        <path d="M18 16a8 8 0 0 1-14-2"/>
      </svg>
    ),
  },
  {
    to: '/stacks',
    label: 'Stacks',
    icon: (
      <svg width="18" height="18" viewBox="0 0 20 20" fill="none" stroke="currentColor" strokeWidth="1.6" strokeLinecap="round" strokeLinejoin="round">
        <polygon points="10,2 18,6 10,10 2,6"/>
        <polyline points="2,10 10,14 18,10"/>
        <polyline points="2,14 10,18 18,14"/>
      </svg>
    ),
  },
  {
    to: '/log',
    label: 'Log',
    icon: (
      <svg width="18" height="18" viewBox="0 0 20 20" fill="none" stroke="currentColor" strokeWidth="1.6" strokeLinecap="round" strokeLinejoin="round">
        <circle cx="10" cy="10" r="8"/>
        <polyline points="10,5 10,10 14,12"/>
      </svg>
    ),
  },
 ]
--- a/ui/src/pages/Bridge.jsx
+++ b/ui/src/pages/Bridge.jsx
@ -49,7 +49,7 @@ export default function Bridge({ sources }) {
  const ordered = [...banking, ...retirement]
  return (
-    <div className="p-6 max-w-5xl space-y-4">
+    <div className="p-4 sm:p-6 max-w-5xl space-y-4">
      <div className="flex items-center justify-between mb-2">
        <h1 className="text-xl font-semibold text-ink">Bridge</h1>
        <button
@ -82,7 +82,7 @@ export default function Bridge({ sources }) {
          title="SimpleFIN accounts"
          description="Every account behind the bridge credential, and which source pulls from it."
        >
-          <table className="w-full text-xs">
+          <table className="w-full text-xs hidden sm:table">
            <thead>
              <tr className="text-left text-muted border-b border-line-soft">
                <th className="pb-1 font-medium">Account</th>
@ -132,6 +132,42 @@ export default function Bridge({ sources }) {
              </tr>
            </tfoot>
          </table>
          {/* Stacked cards for narrow screens */}
          <div className="sm:hidden divide-y divide-line-soft">
            {ordered.map(a => {
              const src = sourceFor(a.id)
              return (
                <div key={a.id} className="py-2">
                  <div className="flex justify-between gap-2">
                    <span className="text-xs text-ink-soft">{a.name}</span>
                    <span className="text-xs font-mono text-ink">{money(a.balance)}</span>
                  </div>
                  <div className="flex justify-between gap-2 text-xs text-muted">
                    <span>{a.organization}</span>
                    <span>{a.balance_date}</span>
                  </div>
                  <div className="text-xs mt-0.5">
                    {src
                      ? <Link to={`/sources/${encodeURIComponent(src.name)}`} className="text-accent">{src.name}</Link>
                      : <span className="text-muted">not linked</span>}
                  </div>
                </div>
              )
            })}
            <div className="pt-2 flex justify-between text-xs">
              <span className="text-muted">Banking and cards</span>
              <span className="font-mono text-ink-soft">{money(sum(banking))}</span>
            </div>
            <div className="pt-1 flex justify-between text-xs border-0">
              <span className="text-muted">Retirement</span>
              <span className="font-mono text-ink-soft">{money(sum(retirement))}</span>
            </div>
            <div className="pt-2 flex justify-between text-xs font-medium">
              <span className="text-ink-soft">Total</span>
              <span className="font-mono text-ink">{money(sum(accounts))}</span>
            </div>
          </div>
          {accounts.length === 0 && <p className="text-xs text-muted">No accounts returned.</p>}
        </Section>
      )}
--- a/ui/src/pages/Import.jsx
+++ b/ui/src/pages/Import.jsx
@ -168,10 +168,10 @@ export default function Import({ source }) {
    }
  }
-  if (!source) return <div className="p-6 text-sm text-muted">Select a source first.</div>
+  if (!source) return <div className="p-4 sm:p-6 text-sm text-muted">Select a source first.</div>
  return (
-    <div className="p-6 max-w-2xl">
+    <div className="p-4 sm:p-6 max-w-2xl">
      <h1 className="text-xl font-semibold text-ink mb-6">Import — {source}</h1>
      {/* Stats */}
--- a/ui/src/pages/ImportHub.jsx
+++ b/ui/src/pages/ImportHub.jsx
@ -97,7 +97,7 @@ export default function ImportHub({ sources }) {
  }
  return (
-    <div className="p-6 max-w-4xl space-y-6">
+    <div className="p-4 sm:p-6 max-w-4xl space-y-6">
      <h1 className="text-xl font-semibold text-ink">Import</h1>
      {feeds.length > 0 && (
--- a/ui/src/pages/Mappings.jsx
+++ b/ui/src/pages/Mappings.jsx
@ -354,7 +354,7 @@ export default function Mappings({ source, onNeedsReprocess }) {
    }
  }
-  if (!source) return <div className="p-6 text-sm text-muted">Select a source first.</div>
+  if (!source) return <div className="p-4 sm:p-6 text-sm text-muted">Select a source first.</div>
  const displayRows = sortedRows(filteredRows)
--- a/ui/src/pages/Pivot.jsx
+++ b/ui/src/pages/Pivot.jsx
@ -370,7 +370,7 @@ export default function Pivot({ source, selectedStack, setSelectedStack }) {
    viewer.restore({ table: selectedView, settings: true, plugin_config: DEFAULT_PLUGIN_CONFIG })
  }
-  if (!source) return <div className="p-6 text-sm text-muted">Select a source first.</div>
+  if (!source) return <div className="p-4 sm:p-6 text-sm text-muted">Select a source first.</div>
  const cols = inspectedRows?.length ? Object.keys(inspectedRows[0]) : []
--- a/ui/src/pages/Records.jsx
+++ b/ui/src/pages/Records.jsx
@ -283,7 +283,7 @@ export default function Records({ source }) {
    }
  }
-  if (!source) return <div className="p-6 text-sm text-muted">Select a source first.</div>
+  if (!source) return <div className="p-4 sm:p-6 text-sm text-muted">Select a source first.</div>
  const displayCols = gridCols(rows.length > 0 ? Object.keys(rows[0]) : cols)
  const visCols = gridCols(cols)
--- a/ui/src/pages/Remap.jsx
+++ b/ui/src/pages/Remap.jsx
@ -73,7 +73,7 @@ export default function Remap() {
  }
  return (
-    <div className="p-6 max-w-4xl">
+    <div className="p-4 sm:p-6 max-w-4xl">
      <h1 className="text-base font-semibold text-ink mb-4">Remap Output Values</h1>
      {/* Search */}
--- a/ui/src/pages/Rules.jsx
+++ b/ui/src/pages/Rules.jsx
@ -310,10 +310,10 @@ export default function Rules({ source, onStale }) {
    }
  }
-  if (!source) return <div className="p-6 text-sm text-muted">Select a source first.</div>
+  if (!source) return <div className="p-4 sm:p-6 text-sm text-muted">Select a source first.</div>
  return (
-    <div className="p-6 max-w-3xl">
+    <div className="p-4 sm:p-6 max-w-3xl">
      <div className="flex items-center justify-between mb-6">
        <h1 className="text-xl font-semibold text-ink">Rules — {source}</h1>
        <button onClick={startCreate}
--- a/ui/src/pages/SourceDetail.jsx
+++ b/ui/src/pages/SourceDetail.jsx
@ -156,10 +156,10 @@ export default function SourceDetail({ sources, setSources }) {
    }
  }
-  if (!sourceObj) return <div className="p-6 text-sm text-muted">Source not found.</div>
+  if (!sourceObj) return <div className="p-4 sm:p-6 text-sm text-muted">Source not found.</div>
  return (
-    <div className="p-6 max-w-5xl space-y-4">
+    <div className="p-4 sm:p-6 max-w-5xl space-y-4">
          {stats && (
            <div className="flex gap-4 text-xs">
              <span className="text-muted"><span className="font-medium text-ink">{stats.total_records}</span> total</span>
--- a/ui/src/pages/SourceList.jsx
+++ b/ui/src/pages/SourceList.jsx
@ -124,7 +124,7 @@ export default function SourceList({ sources, setSources, setSource }) {
  }
  return (
-    <div className="p-6 max-w-5xl">
+    <div className="p-4 sm:p-6 max-w-5xl">
      <div className="flex items-center justify-between mb-6">
        <h1 className="text-xl font-semibold text-ink">Sources</h1>
        {!creating && (
--- a/ui/src/pages/Stacks.jsx
+++ b/ui/src/pages/Stacks.jsx
@ -757,9 +757,9 @@ export default function Stacks({ sources, onStackStale, onStackViewGenerated, on
            <span className="text-muted">{s.source_count}s</span>
            <Link to={`/stacks/${encodeURIComponent(s.name)}/pivot`}
              onClick={e => e.stopPropagation()}
-              className="opacity-0 group-hover:opacity-100 text-accent hover:text-accent">pivot</Link>
+              className="text-accent underline decoration-transparent hover:decoration-inherit">pivot</Link>
            <button onClick={e => { e.stopPropagation(); deleteStack(s.name) }}
-              className="opacity-0 group-hover:opacity-100 text-danger hover:text-danger leading-none">✕</button>
+              className="opacity-0 group-hover:opacity-100 text-danger hover:text-danger leading-none ml-2 pl-2 border-l border-line">✕</button>
          </div>
        ))}
        {creating ? (
Author	SHA1	Message	Date
Paul Trowbridge	a1e6edc74d	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	2026-08-09 16:03:57 -04:00
Paul Trowbridge	3297acf9db	Update the docs for the reworked UI spec.md described a status bar, a flat Sources page, and neither Bridge nor the import hub. It now covers the routing model, the page split, the token system, and the lazy-loaded Pivot chunk. CLAUDE.md's light/dark section told the next reader to add `.dark .bg-white`-style overrides, which is exactly what the token work removed. Co-Authored-By: Claude Opus 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01G2HFeU5neCKagTnmA6o9Tu	2026-08-07 23:04:15 -04:00
Paul Trowbridge	1edfbfac43	Merge UI navigation, colour tokens, and mobile layout Co-Authored-By: Claude Opus 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01G2HFeU5neCKagTnmA6o9Tu	2026-08-07 22:51:26 -04:00
Paul Trowbridge	8753719db8	Make the stack pivot link visible and move it clear of delete The link was copied from the delete button's hover-reveal styling, so the only way to a stack pivot was invisible until you hovered — and then it appeared right beside the button that deletes the stack. Pivot is now always shown; delete stays hover-only, separated by a divider. Co-Authored-By: Claude Opus 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01G2HFeU5neCKagTnmA6o9Tu	2026-08-07 22:51:04 -04:00
Paul Trowbridge	356e61d043	Add a mobile layout and stop shipping Perspective to every page Below md: the sidebar is replaced by a fixed bottom bar carrying the same destinations plus the theme toggle. NAV moved to navItems.jsx so the two can't drift apart. Perspective is now lazy-loaded. It was ~90% of the bundle and only Pivot uses it, so the initial download drops from 4.9 MB gzipped to 173 kB and the rest arrives only when a pivot is opened. Desktop benefits as much as phones do. Bridge's balance table becomes stacked cards under sm: with the same subtotals, source tabs scroll rather than wrap, and page gutters tighten on small screens. Rules, Mappings, and Records are deliberately untouched — they are wide data tables and belong on a desktop. Co-Authored-By: Claude Opus 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01G2HFeU5neCKagTnmA6o9Tu	2026-08-02 14:09:06 -04:00