feat: added time based summaries sheets

.changeset/bright-turtles-type.md

@@ -0,0 +1,5 @@
+---
+"mpesa2csv": minor
+---
+
+feat: add daily balance tracker sheet

.changeset/full-carrots-shave.md

@@ -0,0 +1,5 @@
+---
+"mpesa2csv": minor
+---
+
+feat: add monthly & weekly breakdown sheet

package.json

@@ -34,7 +34,8 @@
     "pdfjs-dist": "5.1.91",
     "react": "^19.1.0",
     "react-dom": "^19.1.0",
-    "tailwind-merge": "^3.3.1"
+    "tailwind-merge": "^3.3.1",
+    "zustand": "^5.0.8"
   },
   "devDependencies": {
     "@changesets/cli": "^2.29.7",

src-tauri/tauri.conf.json

@@ -14,7 +14,7 @@
       {
         "title": "mpesa2csv - Convert M-PESA Statements to CSV/Excel",
         "width": 600,
-        "height": 550,
+        "height": 630,
         "minWidth": 500,
         "minHeight": 400,
         "resizable": true
@@ -64,7 +64,7 @@
         },
         "windowSize": {
           "width": 660,
-          "height": 550
+          "height": 630
         }
       }
     },

src/App.tsx

@@ -36,6 +36,8 @@ function App() {
   const [exportOptions, setExportOptions] = useState<ExportOptions>({
     includeChargesSheet: false,
     includeSummarySheet: false,
+    includeBreakdownSheet: false,
+    includeDailyBalanceSheet: false,
   });
   const [currentFileIndex, setCurrentFileIndex] = useState<number>(0);
   const [isDownloading, setIsDownloading] = useState<boolean>(false);
@@ -270,6 +272,7 @@ function App() {
 
       setError(undefined);
     } catch (error: any) {
+      console.log(error);
       if (error.includes("cancelled")) {
         setError(undefined);
       } else {
@@ -455,6 +458,72 @@ function App() {
                           flow, spending patterns, and insights
                         </p>
                       </div>
+
+                      <div>
+                        <label className="flex items-center space-x-2">
+                          <Checkbox
+                            checked={exportOptions.includeBreakdownSheet}
+                            onCheckedChange={(value) => {
+                              const newOptions = {
+                                ...exportOptions,
+                                includeBreakdownSheet: Boolean(value),
+                              };
+                              setExportOptions(newOptions);
+
+                              const combinedStatement = statements[0];
+                              ExportService.createDownloadLink(
+                                combinedStatement,
+                                exportFormat,
+                                newOptions
+                              )
+                                .then(setExportLink)
+                                .catch(() => setExportLink(""));
+                            }}
+                            className="rounded border-gray-300 text-primary focus:ring-primary"
+                          />
+                          <span className="text-sm">
+                            Include Monthly & Weekly Breakdown Sheet
+                          </span>
+                        </label>
+                        <p className="text-xs text-muted-foreground ml-6">
+                          Creates a pivot-like table with monthly and weekly
+                          aggregations showing inflows, outflows, net change,
+                          and average transaction size
+                        </p>
+                      </div>
+
+                      <div>
+                        <label className="flex items-center space-x-2">
+                          <Checkbox
+                            checked={exportOptions.includeDailyBalanceSheet}
+                            onCheckedChange={(value) => {
+                              const newOptions = {
+                                ...exportOptions,
+                                includeDailyBalanceSheet: Boolean(value),
+                              };
+                              setExportOptions(newOptions);
+
+                              const combinedStatement = statements[0];
+                              ExportService.createDownloadLink(
+                                combinedStatement,
+                                exportFormat,
+                                newOptions
+                              )
+                                .then(setExportLink)
+                                .catch(() => setExportLink(""));
+                            }}
+                            className="rounded border-gray-300 text-primary focus:ring-primary"
+                          />
+                          <span className="text-sm">
+                            Include Daily Balance Tracker Sheet
+                          </span>
+                        </label>
+                        <p className="text-xs text-muted-foreground ml-6">
+                          Creates a day-by-day balance tracker showing your
+                          highest and lowest balances with spending pattern
+                          insights
+                        </p>
+                      </div>
                     </div>
                   </div>
                 )}
@@ -515,9 +584,7 @@ function App() {
               </a>
             </p>
             <div className="flex items-center gap-3">
-              {appVersion && (
-                <span className="">v{appVersion}</span>
-              )}
+              {appVersion && <span className="">v{appVersion}</span>}
               <UpdateChecker showButton={true} />
             </div>
           </div>

src/services/exports/chargesSheet.ts

@@ -0,0 +1,89 @@
+import { MPesaStatement } from "../../types";
+import * as ExcelJS from "exceljs";
+
+export function addChargesSheet(
+  workbook: ExcelJS.Workbook,
+  statement: MPesaStatement
+): void {
+  // Filter transactions that contain "charge" in the details (case insensitive)
+  const chargeTransactions = statement.transactions.filter((transaction) =>
+    transaction.details.toLowerCase().includes("charge")
+  );
+
+  if (chargeTransactions.length === 0) {
+    return; // No charges found, don't create the sheet
+  }
+
+  // Create the charges worksheet
+  const chargesWorksheet = workbook.addWorksheet("Charges & Fees");
+
+  // Define columns for charges sheet
+  chargesWorksheet.columns = [
+    { header: "Receipt No", key: "receiptNo", width: 12 },
+    { header: "Date", key: "date", width: 12 },
+    { header: "Full Details", key: "fullDetails", width: 40 },
+    { header: "Amount", key: "amount", width: 12 },
+  ];
+
+  // Style the header row
+  const headerRow = chargesWorksheet.getRow(1);
+  headerRow.font = { bold: true };
+  headerRow.fill = {
+    type: "pattern",
+    pattern: "solid",
+    fgColor: { argb: "FFFFD700" },
+  };
+  headerRow.alignment = { horizontal: "center" };
+
+  // Process and add charge transactions
+  chargeTransactions.forEach((transaction) => {
+    const amount = transaction.withdrawn || transaction.paidIn || 0;
+
+    chargesWorksheet.addRow({
+      receiptNo: transaction.receiptNo,
+      date: transaction.completionTime,
+      fullDetails: transaction.details,
+      amount: amount,
+    });
+  });
+
+  // Add borders to all cells
+  const dataRange = chargesWorksheet.getRows(1, chargesWorksheet.rowCount);
+  if (dataRange) {
+    dataRange.forEach((row) => {
+      if (row) {
+        row.eachCell((cell) => {
+          cell.border = {
+            top: { style: "thin" },
+            left: { style: "thin" },
+            bottom: { style: "thin" },
+            right: { style: "thin" },
+          };
+        });
+      }
+    });
+  }
+
+  // Add summary at the bottom
+  const summaryStartRow = chargesWorksheet.rowCount + 2;
+  const totalCharges = chargeTransactions.reduce((sum, transaction) => {
+    return sum + (transaction.withdrawn || transaction.paidIn || 0);
+  }, 0);
+
+  chargesWorksheet.getCell(`A${summaryStartRow}`).value = "Total Charges:";
+  chargesWorksheet.getCell(`A${summaryStartRow}`).font = { bold: true };
+  chargesWorksheet.getCell(`D${summaryStartRow}`).value = totalCharges;
+  chargesWorksheet.getCell(`D${summaryStartRow}`).font = { bold: true };
+  chargesWorksheet.getCell(`D${summaryStartRow}`).fill = {
+    type: "pattern",
+    pattern: "solid",
+    fgColor: { argb: "FFFFE4B5" },
+  };
+
+  chargesWorksheet.getCell(`A${summaryStartRow + 1}`).value =
+    "Number of Charge Transactions:";
+  chargesWorksheet.getCell(`A${summaryStartRow + 1}`).font = { bold: true };
+  chargesWorksheet.getCell(`D${summaryStartRow + 1}`).value =
+    chargeTransactions.length;
+  chargesWorksheet.getCell(`D${summaryStartRow + 1}`).font = { bold: true };
+}