feat: Smart digest with weekly financial summary (#121)#678
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zacharylyonstx wants to merge 1 commit intorohitdash08:mainfrom
Open
feat: Smart digest with weekly financial summary (#121)#678zacharylyonstx wants to merge 1 commit intorohitdash08:mainfrom
zacharylyonstx wants to merge 1 commit intorohitdash08:mainfrom
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Implements issue rohitdash08#121 - Smart digest with weekly financial summary. Backend: - New digest service (packages/backend/app/services/digest.py) that generates weekly summaries from transaction data including: - Period totals (income, expenses, net flow, transaction count) - Week-over-week comparison with percentage change - Per-category breakdown with share percentages - Daily spending breakdown (all 7 days, zero-filled) - Top 5 largest transactions - Auto-generated insights (spending trends, savings, peak days, top categories) - New API routes (GET /digest, GET /digest/weeks) with JWT auth - Redis caching (1h TTL) with auto-invalidation on expense changes - OpenAPI spec updated with full schema documentation Frontend: - New Digest page with week navigation (prev/next controls) - Summary cards for net flow, income, expenses, week comparison - Visual daily spending bar chart - Top transactions list with amounts - Category breakdown with progress bars - Numbered insights panel - API client module (app/src/api/digest.ts) - Route registered in App.tsx, nav link in Navbar Tests: - 15 backend tests covering digest generation, week-over-week comparison, daily spending, category breakdown, insights, empty weeks, auth - 7 frontend integration tests covering rendering, data display, navigation, error handling Documentation: - README updated with digest feature description, API docs, caching policy - Project structure updated
Author
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Hi @rohitdash08 — friendly follow-up! This PR has been open for 8 days. The Smart Digest feature is fully implemented with backend service, frontend UI, and comprehensive tests (15 backend + 7 frontend). Would love your feedback when you get a chance. Happy to make any changes needed. 🙏 |
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Summary
Implements weekly financial digest as described in #121.
What's included:
Backend (Flask):
DigestServicegenerating weekly summaries with income/expense totals, week-over-week comparison, per-category breakdown, daily spending, top 5 transactions, and auto-generated insightsGET /digestandGET /digest/weeksFrontend (React):
/digestwith summary cards, daily bar chart, top transactions, category breakdown with progress bars, and numbered insights panelTests:
Documentation:
Acceptance Criteria
Closes #121