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Add weekly financial digest#1038

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partyplatter08-lab wants to merge 3 commits into
rohitdash08:mainfrom
partyplatter08-lab:partyplatter08-lab/bounty-121
Open

Add weekly financial digest#1038
partyplatter08-lab wants to merge 3 commits into
rohitdash08:mainfrom
partyplatter08-lab:partyplatter08-lab/bounty-121

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Summary

  • Add authenticated GET /insights/weekly-summary for an on-demand Monday-Sunday financial digest.
  • Include income, expenses, net flow, savings rate, previous-week comparison, daily totals, category breakdowns/trends, largest expenses, due bills, highlights, insights, and recommendations.
  • Surface the digest in the existing Analytics page with week-start and currency controls.
  • Format the default Week Start from local date fields so the page does not request a non-Monday in negative UTC offsets.
  • Update OpenAPI and README docs, and add backend/frontend tests.

Assumptions

  • The weekly digest is deterministic and generated from existing transactions and bills; it does not add a scheduler or LLM dependency.
  • If currency is omitted, the backend uses the user's preferred currency.

Validation

  • cd packages/backend && python3 -m pytest -q -> 26 passed
  • cd packages/backend && python3 -m black --check app tests -> passed
  • cd packages/backend && python3 -m flake8 app tests -> passed
  • cd packages/backend && python3 -c "import yaml; yaml.safe_load(open('app/openapi.yaml')); print('openapi yaml ok')" -> passed
  • cd app && npm test -- --runInBand -> 29 passed
  • cd app && npm run lint -> passed
  • cd app && npm run build -> passed
  • Playwright browser smoke with backend-like Monday validation -> initial week_start=2026-05-11, refresh to week_start=2026-05-04&currency=USD, rendered 2026-05-04 to 2026-05-10 (USD), no page errors

Demo

  • Attach analytics-weekly-digest-demo.mp4, a short demo video showing the Analytics weekly digest load, currency refresh, and week-start refresh flow.

/claim #121
Closes #121

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Smart digest with weekly financial summary

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