Harsh changes by Harsh-Pachauri · Pull Request #20 · kaws26/TaxAI

Harsh-Pachauri · 2026-04-04T04:29:59Z

Summary

Scope

Changes Made

Related Issue

Closes #

Testing

I tested this locally
I added or updated automated tests
No automated tests were needed for this change

Test Details

Screenshots / API Examples

N/A

Checklist

My PR is focused and reasonably small
I reviewed my own changes before requesting review
I updated relevant documentation
I removed debug code, logs, and commented-out code
I considered error handling and edge cases
I considered performance impact where relevant
I considered security/privacy impact where relevant
This change does not break existing functionality

Notes For Reviewers

…tering, pagination, and summary metrics

vercel · 2026-04-04T04:30:05Z

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Project	Deployment	Actions	Updated (UTC)
tax-ai	Ready	Preview, Comment	Apr 4, 2026 4:33am

Copilot

Pull request overview

This PR updates the frontend to target a localhost backend by default and expands several UI screens (Transactions, Filing results, AI Assistant) with richer client-side behavior and API-driven responses.

Changes:

Switches multiple API base URLs from the hosted endpoint to http://localhost:8000 (including .env and src/utils/api.js fallback).
Replaces the Transactions page sample data with live API fetching plus filtering, summary metrics, and pagination.
Enhances Filing results display to show additional “process” response data, and adds a simple markdown renderer for formatted AI responses in the AI Assistant.

Reviewed changes

Copilot reviewed 5 out of 5 changed files in this pull request and generated 12 comments.

Show a summary per file

File	Description
Frontend/src/utils/api.js	Changes default API base URL fallback to localhost.
Frontend/.env	Updates `VITE_API_URL` to localhost.
Frontend/src/pages/Upload.jsx	Switches hardcoded backend URL to localhost.
Frontend/src/pages/Dashboard.jsx	Switches hardcoded backend URL to localhost.
Frontend/src/pages/Transactions.jsx	Implements API-backed transactions list with filters, summary cards, delete, and pagination.
Frontend/src/pages/Filing.jsx	Adds `processResponse` plumbing and renders computation/process data in ResultsDisplay.
Frontend/src/pages/AIAssistant.jsx	Adds markdown-like rendering for formatted responses; calls API for financial advisor; adds (but does not fully wire) a transactions tab section.

Comments suppressed due to low confidence (1)

Frontend/src/pages/AIAssistant.jsx:186

A transactions tab is rendered later (activeTab === 'transactions'), but it’s not included in the tabs array, so it’s unreachable via the UI. Either add the missing tab entry or remove the dead tab section to avoid confusing/unused code paths.

  const tabs = [
    { id: 'tax', label: 'Tax Assistant' },
    { id: 'financial', label: 'Financial Advisor' },
    { id: 'personal', label: 'Personal Q&A' },
  ];

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Copilot · 2026-04-04T04:34:24Z

Defaulting API base URL to http://localhost:8000 will break any environment where VITE_API_URL isn’t set (e.g., deployed builds or preview environments) by silently pointing the frontend at the user’s own machine. Prefer leaving the fallback as the production/staging API URL, or remove the fallback and fail fast if VITE_API_URL is missing (with a clear error).

Suggested change

const rawBaseUrl =

typeof import.meta.env.VITE_API_URL === 'string'

? import.meta.env.VITE_API_URL.trim()

: '';

if (!rawBaseUrl) {

throw new Error('Missing required VITE_API_URL environment variable');

}

Copilot · 2026-04-04T04:34:24Z

@@ -1,2 +1,2 @@
 # Backend API URL
-VITE_API_URL=https://taxai-77xc.onrender.com
+VITE_API_URL=http://localhost:8000


Committing .env with VITE_API_URL=http://localhost:8000 makes the repo default to a developer-local backend and can break other developers’ setups and any build that consumes repo env files. This value is usually kept in an untracked .env.local (or only in .env.example) while .env remains production-safe or absent.

Suggested change

VITE_API_URL=http://localhost:8000

Copilot · 2026-04-04T04:34:25Z

Hardcoding API_URL to http://localhost:8000 will break non-local environments. Use import.meta.env.VITE_API_URL (or the shared API_BASE_URL from src/utils/api.js) so the backend URL is configured per environment.

Suggested change

const API_URL = import.meta.env.VITE_API_URL;

Copilot · 2026-04-04T04:34:25Z

 import AppLayout from '../components/AppLayout';

-const API_URL = 'https://taxai-77xc.onrender.com';
+const API_URL = 'http://localhost:8000';


Hardcoding API_URL to http://localhost:8000 will break non-local environments. Use import.meta.env.VITE_API_URL (or the shared API_BASE_URL from src/utils/api.js) so the backend URL is configured per environment.

Suggested change

const API_URL = 'http://localhost:8000';

const API_URL = import.meta.env.VITE_API_URL;

Copilot · 2026-04-04T04:34:25Z

 import { useAuth } from '../context/AuthContext';
 import AppLayout from '../components/AppLayout';

 const API_URL = 'https://taxai-77xc.onrender.com';


Hardcoding API_URL to http://localhost:8000 will break non-local environments. Use import.meta.env.VITE_API_URL (or the shared API_BASE_URL from src/utils/api.js) so the backend URL is configured per environment.

Suggested change

const API_URL = import.meta.env.VITE_API_URL;

Copilot · 2026-04-04T04:34:26Z

+
+      if (!response.ok) throw new Error('Failed to delete transaction');
+
+      setTransactions(transactions.filter((txn) => txn.id !== txnId));


setTransactions(transactions.filter(...)) uses the transactions value from the render closure, which can be stale if multiple deletes/updates happen quickly. Use a functional state update (setTransactions(prev => prev.filter(...))) to ensure the latest state is used.

Suggested change

setTransactions(transactions.filter((txn) => txn.id !== txnId));

setTransactions((prevTransactions) =>

prevTransactions.filter((txn) => txn.id !== txnId)

);

Copilot · 2026-04-04T04:34:26Z

+    if (!value) return '₹0';
+    return '₹' + value.toLocaleString('en-IN', { minimumFractionDigits: 2, maximumFractionDigits: 2 });


formatCurrency treats 0 as falsy and returns ₹0 (without decimals), while other amounts include 2 decimals. If a transaction/summary value is legitimately 0, this will render inconsistently. Consider checking value == null instead of !value and always formatting with the same options.

Suggested change

if (!value) return '₹0';

return '₹' + value.toLocaleString('en-IN', { minimumFractionDigits: 2, maximumFractionDigits: 2 });

const amount = value == null ? 0 : value;

return '₹' + amount.toLocaleString('en-IN', { minimumFractionDigits: 2, maximumFractionDigits: 2 });

Copilot · 2026-04-04T04:34:26Z

@@ -3,6 +3,152 @@ import AppLayout from '../components/AppLayout';

 const API_URL = 'https://taxai-77xc.onrender.com';


Hardcoding API_URL to http://localhost:8000 will break non-local environments. Use import.meta.env.VITE_API_URL (or the shared API_BASE_URL from src/utils/api.js) so the backend URL is configured per environment.

Suggested change

const API_URL = 'https://taxai-77xc.onrender.com';

const API_URL = import.meta.env.VITE_API_URL;

Copilot · 2026-04-04T04:34:26Z

+
+    i++;
+  }
+


renderMarkdown only flushes tableRows when a non-table line is encountered. If the content ends while inTable is true (markdown ends with a table), the table rows are never rendered. Add an after-loop flush when inTable && tableRows.length to render trailing tables.

Suggested change

if (inTable && tableRows.length) {

const headers = tableRows[0];

const dataRows = tableRows.slice(1);

elements.push(

<div key={`table-${elements.length}`} style={{ marginBottom: '1rem', overflowX: 'auto' }}>

<table style={{ width: '100%', borderCollapse: 'collapse', fontFamily: "'DM Sans', sans-serif" }}>

<thead>

<tr>

{headers.map((header, idx) => (

<th

key={idx}

style={{

border: '1px solid rgba(255, 255, 255, 0.2)',

padding: '0.75rem',

backgroundColor: 'rgba(255, 255, 255, 0.08)',

color: '#FAFAF7',

textAlign: 'left',

fontWeight: '600',

}}

>

{header}

</th>

))}

</tr>

</thead>

<tbody>

{dataRows.map((row, rowIdx) => (

<tr key={rowIdx}>

{row.map((cell, cellIdx) => (

<td

key={cellIdx}

style={{

border: '1px solid rgba(255, 255, 255, 0.2)',

padding: '0.75rem',

color: '#FAFAF7',

}}

>

{cell}

</td>

))}

</tr>

))}

</tbody>

</table>

</div>

);

}

Copilot · 2026-04-04T04:34:26Z

+      {/* TRANSACTIONS TAB */}
+      {activeTab === 'transactions' && (
+        <>
+          <div className="mb-6 space-y-4">
+            <div
+              className="bg-[#f5f3ed] border-l-4 border-[#c9a961] p-4"
+              style={{
+                fontFamily: "'DM Sans', sans-serif",
+                fontSize: "0.875rem",
+                color: "#5a5550",
+              }}
+            >
+              All transactions extracted from your uploaded documents ({transactionCount} total)
+            </div>
+          </div>
+
+          {transactionsLoading ? (
+            <div


The transactions tab UI references identifiers like transactionsLoading, transactionsError, transactions, transactionCount, handleEditTransaction, and handleDeleteTransaction, but they are not defined in this component. If activeTab is ever set to transactions, this will crash at runtime; define the missing state/handlers (and data fetching) or remove this section until it’s wired up.

Harsh-Pachauri added 3 commits April 4, 2026 08:31

my frontend changes

9bdbc6d

Merge remote-tracking branch 'upstream/main' into harsh-changes

61bc6dc

Refactor Transactions component to fetch data from API, implement fil…

bec2ecb

…tering, pagination, and summary metrics

Copilot AI review requested due to automatic review settings April 4, 2026 04:30

Copilot started reviewing on behalf of Harsh-Pachauri April 4, 2026 04:30 View session

kaws26 approved these changes Apr 4, 2026

View reviewed changes

Update API_URL to use production endpoint across multiple components

0b5563d

vercel Bot deployed to Preview April 4, 2026 04:33 View deployment

Copilot AI reviewed Apr 4, 2026

View reviewed changes

AkshitMaheshwari merged commit db4bd24 into main Apr 4, 2026
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Harsh changes#20

Harsh changes#20
AkshitMaheshwari merged 4 commits into
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Harsh-Pachauri commented Apr 4, 2026

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+const rawBaseUrl =
+  typeof import.meta.env.VITE_API_URL === 'string'
+    ? import.meta.env.VITE_API_URL.trim()
+    : '';
+if (!rawBaseUrl) {
+  throw new Error('Missing required VITE_API_URL environment variable');
+}

	const API_URL = 'http://localhost:8000';
	const API_URL = import.meta.env.VITE_API_URL;


		if (!response.ok) throw new Error('Failed to delete transaction');

		setTransactions(transactions.filter((txn) => txn.id !== txnId));

-      setTransactions(transactions.filter((txn) => txn.id !== txnId));
+      setTransactions((prevTransactions) =>
+        prevTransactions.filter((txn) => txn.id !== txnId)
+      );

		if (!value) return '₹0';
		return '₹' + value.toLocaleString('en-IN', { minimumFractionDigits: 2, maximumFractionDigits: 2 });

		@@ -3,6 +3,152 @@ import AppLayout from '../components/AppLayout';

		const API_URL = 'https://taxai-77xc.onrender.com';

+  if (inTable && tableRows.length) {
+    const headers = tableRows[0];
+    const dataRows = tableRows.slice(1);
+    elements.push(
+      <div key={`table-${elements.length}`} style={{ marginBottom: '1rem', overflowX: 'auto' }}>
+        <table style={{ width: '100%', borderCollapse: 'collapse', fontFamily: "'DM Sans', sans-serif" }}>
+          <thead>
+            <tr>
+              {headers.map((header, idx) => (
+                <th
+                  key={idx}
+                  style={{
+                    border: '1px solid rgba(255, 255, 255, 0.2)',
+                    padding: '0.75rem',
+                    backgroundColor: 'rgba(255, 255, 255, 0.08)',
+                    color: '#FAFAF7',
+                    textAlign: 'left',
+                    fontWeight: '600',
+                  }}
+                >
+                  {header}
+                </th>
+              ))}
+            </tr>
+          </thead>
+          <tbody>
+            {dataRows.map((row, rowIdx) => (
+              <tr key={rowIdx}>
+                {row.map((cell, cellIdx) => (
+                  <td
+                    key={cellIdx}
+                    style={{
+                      border: '1px solid rgba(255, 255, 255, 0.2)',
+                      padding: '0.75rem',
+                      color: '#FAFAF7',
+                    }}
+                  >
+                    {cell}
+                  </td>
+                ))}
+              </tr>
+            ))}
+          </tbody>
+        </table>
+      </div>
+    );
+  }

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Harsh-Pachauri commented Apr 4, 2026

Summary

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Changes Made

Related Issue

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Test Details

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vercel Bot commented Apr 4, 2026 •

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