dataflow/ui/src/pages/ImportHub.jsx
Paul Trowbridge aa9315fdd2 Put the source in the URL and drop the global status bar
Selecting a source from a bar at the top meant every page was implicitly
scoped to a hidden bit of state. The source is now a route parameter:
/sources lists them, /sources/:name owns the source, and Import, Rules,
Mappings, Records, and Pivot are tabs beneath it. Sources.jsx split into
SourceList and SourceDetail, with Section and SampleTable extracted so
the create dialog and the detail page share them.

The detail page is grouped into titled panels — Connection, Fields and
view, Sample rows, Maintenance, Delete — rather than one flat form.

Two new top-level pages, following how Monarch separates these:

- Import, because importing is frequent and configuring a source is not.
  Every source in one list, with a sync button for bank feeds.
- Bridge, because one SimpleFIN credential covers every account, so
  connection state belongs in one place rather than per source. Loads
  only when asked, since it queries SimpleFIN, and totals the balances.

The dark mode toggle lived in the status bar and moved to the sidebar.
The out-of-sync and reprocess banners are unchanged.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01G2HFeU5neCKagTnmA6o9Tu
2026-08-02 12:25:13 -04:00

130 lines
4.9 KiB
JavaScript

import { useState, useEffect } from 'react'
import { Link } from 'react-router-dom'
import { api } from '../api'
// Importing is the frequent job; configuring a source is the rare one. This is
// the top-level entry point for the frequent one — every source in one place,
// with a sync button for anything on a bank feed.
export default function ImportHub({ sources }) {
const [stats, setStats] = useState({}) // name -> stats
const [lastImport, setLastImport] = useState({}) // name -> ISO timestamp
const [busy, setBusy] = useState('')
const [results, setResults] = useState({}) // name -> message
const [errors, setErrors] = useState({}) // name -> message
useEffect(() => {
let cancelled = false
Promise.all(sources.map(s =>
api.getStats(s.name).then(st => [s.name, st]).catch(() => [s.name, null])
)).then(pairs => {
if (!cancelled) setStats(Object.fromEntries(pairs))
})
api.getAllImportLog().then(log => {
if (cancelled) return
const latest = {}
for (const entry of log) {
if (!latest[entry.source_name] || entry.imported_at > latest[entry.source_name]) {
latest[entry.source_name] = entry.imported_at
}
}
setLastImport(latest)
}).catch(() => {})
return () => { cancelled = true }
}, [sources])
async function sync(name) {
setBusy(name)
setErrors(e => ({ ...e, [name]: '' }))
setResults(r => ({ ...r, [name]: '' }))
try {
const res = await api.syncSimpleFin(name, { days: 10 })
setResults(r => ({
...r,
[name]: `${res.imported} imported, ${res.duplicates} already had` +
(res.errors?.length ? `${res.errors.join('; ')}` : ''),
}))
api.getStats(name).then(st => setStats(s => ({ ...s, [name]: st }))).catch(() => {})
api.getAllImportLog().then(log => {
const entry = log.find(l => l.source_name === name)
if (entry) setLastImport(l => ({ ...l, [name]: entry.imported_at }))
}).catch(() => {})
} catch (err) {
setErrors(e => ({ ...e, [name]: err.message }))
} finally {
setBusy('')
}
}
const feeds = sources.filter(s => s.config?.simplefin?.account_id)
const manual = sources.filter(s => !s.config?.simplefin?.account_id)
function Row({ s, isFeed }) {
const st = stats[s.name]
const when = lastImport[s.name]
return (
<div className="px-4 py-3 flex items-center gap-3 flex-wrap">
<div className="flex-1 min-w-40">
<Link to={`/sources/${encodeURIComponent(s.name)}/import`}
className="text-sm font-medium text-gray-800 hover:text-blue-600">
{s.name}
</Link>
<div className="text-xs text-gray-400">
{st ? `${st.total_records} records` : '—'}
{st && Number(st.pending_records) > 0 && ` · ${st.pending_records} untransformed`}
{when && ` · last import ${new Date(when).toLocaleDateString()}`}
</div>
</div>
{results[s.name] && <span className="text-xs text-green-600">{results[s.name]}</span>}
{errors[s.name] && <span className="text-xs text-red-500">{errors[s.name]}</span>}
{isFeed ? (
<button
onClick={() => sync(s.name)}
disabled={busy === s.name}
className="text-sm bg-blue-600 text-white px-3 py-1.5 rounded hover:bg-blue-700 disabled:opacity-50"
>
{busy === s.name ? 'Syncing…' : 'Sync'}
</button>
) : (
<Link to={`/sources/${encodeURIComponent(s.name)}/import`}
className="text-sm border border-gray-300 rounded px-3 py-1.5 text-gray-600 hover:bg-gray-50 hover:border-gray-400">
Upload CSV
</Link>
)}
</div>
)
}
return (
<div className="p-6 max-w-4xl space-y-6">
<h1 className="text-xl font-semibold text-gray-800">Import</h1>
{feeds.length > 0 && (
<div>
<h2 className="text-sm font-semibold text-gray-700 mb-2">Bank feeds</h2>
<div className="bg-white border border-gray-200 rounded divide-y divide-gray-100">
{feeds.map(s => <Row key={s.name} s={s} isFeed />)}
</div>
<p className="text-xs text-gray-400 mt-1">Syncs pull the last 10 days; use a source&rsquo;s Import tab to backfill further.</p>
</div>
)}
{manual.length > 0 && (
<div>
<h2 className="text-sm font-semibold text-gray-700 mb-2">CSV sources</h2>
<div className="bg-white border border-gray-200 rounded divide-y divide-gray-100">
{manual.map(s => <Row key={s.name} s={s} isFeed={false} />)}
</div>
</div>
)}
{sources.length === 0 && <p className="text-sm text-gray-400">No sources yet.</p>}
<Link to="/log" className="inline-block text-xs text-blue-500 hover:text-blue-700">
Full import history
</Link>
</div>
)
}