Skip to content

  • Projects
  • Groups
  • Snippets
  • Help
    • Loading...
    • Help
    • Submit feedback
    • Contribute to GitLab
  • Sign in
F
finwise-miniapp-fe
  • Project
    • Project
    • Details
    • Activity
    • Releases
    • Cycle Analytics
  • Repository
    • Repository
    • Files
    • Commits
    • Branches
    • Tags
    • Contributors
    • Graph
    • Compare
    • Charts
  • Issues 0
    • Issues 0
    • List
    • Board
    • Labels
    • Milestones
  • Merge Requests 0
    • Merge Requests 0
  • CI / CD
    • CI / CD
    • Pipelines
    • Jobs
    • Schedules
    • Charts
  • Wiki
    • Wiki
  • Snippets
    • Snippets
  • Members
    • Members
  • Collapse sidebar
  • Activity
  • Graph
  • Charts
  • Create a new issue
  • Jobs
  • Commits
  • Issue Boards
  • ThinhNC
  • finwise-miniapp-fe
  • Merge Requests
  • !38

Merged
Opened Sep 10, 2026 by ThinhNC@ThinhNC
  • Report abuse
Report abuse

feat(reports,budgets): enhance cash flow chart, category drilldown, and budget auto-renewal UI

Feature: Budget Auto-Renewal & Financial Reports Visualization Enhancements

Overview

This pull request introduces two major functional and analytical enhancements:

  1. Automated Recurring Budget Renewal: Adds automated cycle rollover and renewal for budgets across both background workers and JIT catch-up on user access.
  2. Financial Reports UX Improvements: Refines the Cash Flow Trend chart (adaptive week/year tick intervals, line-level value labels, left Y-axis removal) and redirects Category Spending drill-downs directly to the filtered Transactions ledger.

2. Frontend (finwise-miniapp-fe)

  • Budget Auto-Renewal Management:
    • [BudgetFormModal.tsx]: Added toggle for recurring cycles with Claymorphic radio selection for rollover policies.
    • [BudgetCard.tsx]: Added auto-renew status badge using Claymorphic RefreshIcon (no emojis) and rollover amount indicator.
    • [detail.tsx]: Added auto-renewal toggle control card and removed legacy series timeline for a cleaner layout.
  • Cash Flow Trend Chart Enhancements ([CashFlowChart.tsx]):
    • Weekly Period (WEEK): X-axis divided into 7 distinct points: Monday to Sunday (Thứ 2 to CN in VI / Mon to Sun in EN).
    • Yearly Period (YEAR): X-axis divided into 12 monthly points (T1 to T12 in VI / Jan to Dec in EN).
    • Line Value Labels: Amounts are displayed directly on the green (income) and red (expense) curve nodes with automatic collision separation and text halo contrast.
    • Clean Layout: Removed left Y-axis value column and redundant "Net" label, expanding plot width to 320px.
    • Interactive Inspection: Added tap/click highlight line with quick value summary banner.
  • Category Spending Drill-Down ([CategoryDistribution.tsx], [reports/index.tsx], [transactions/index.tsx]):
    • Clicking "Spending by Category" or individual category rows navigates directly to the /transactions ledger instead of Category Management.
    • Automatically pre-populates and expands filters: type: EXPENSE, selected categoryId, report period date range (dateFrom, dateTo), and active walletId.

Check out, review, and merge locally

Step 1. Fetch and check out the branch for this merge request

git fetch origin
git checkout -b feat/budget-recurrence-and-report-enhancements origin/feat/budget-recurrence-and-report-enhancements

Step 2. Review the changes locally

Step 3. Merge the branch and fix any conflicts that come up

git fetch origin
git checkout origin/develop
git merge --no-ff feat/budget-recurrence-and-report-enhancements

Step 4. Push the result of the merge to GitLab

git push origin develop

Note that pushing to GitLab requires write access to this repository.

Tip: You can also checkout merge requests locally by following these guidelines.

  • Discussion 0
  • Commits 1
  • Changes 14
Assignee
No assignee
Assign to
None
Milestone
None
Assign milestone
Time tracking
0
Labels
None
Assign labels
  • View project labels
Reference: ThinhNC/finwise-miniapp-fe!38

Revert this merge request

This will create a new commit in order to revert the existing changes.

Switch branch
Cancel
A new branch will be created in your fork and a new merge request will be started.

Cherry-pick this merge request

Switch branch
Cancel
A new branch will be created in your fork and a new merge request will be started.