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feat: add weekly financial digest#1185

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yanziwei wants to merge 1 commit into
rohitdash08:mainfrom
yanziwei:weekly-financial-digest-codex
Open

feat: add weekly financial digest#1185
yanziwei wants to merge 1 commit into
rohitdash08:mainfrom
yanziwei:weekly-financial-digest-codex

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@yanziwei

@yanziwei yanziwei commented Jun 7, 2026

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/claim #121

Summary

  • adds an authenticated GET /insights/weekly-summary endpoint that normalizes any requested date to the ISO week Monday
  • returns weekly income, expenses, net flow, daily buckets, category shares, week-over-week deltas, top expenses, upcoming bills, and deterministic insight messages
  • documents the endpoint in the README and OpenAPI spec, and exposes a typed frontend API client helper
  • makes backend tests independent from external Redis by replacing the test Redis client with an in-memory stub

Validation

  • ../../.venv/bin/python -m black --check app tests
  • ../../.venv/bin/python -m pytest -q tests/test_expenses.py tests/test_bills.py tests/test_insights.py
  • npm run lint
  • npm test -- --runInBand app/src/__tests__/apiClient.test.ts

@yanziwei

yanziwei commented Jun 7, 2026

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Demo

Short demo video: https://github.com/yanziwei/FinMind/releases/download/finmind-pr-1185-demo/finmind-weekly-summary-demo.mp4

Demo transcript: https://github.com/yanziwei/FinMind/releases/download/finmind-pr-1185-demo/finmind-weekly-summary-demo.txt

What it shows:

  • registers and logs in a demo user
  • creates categories, current-week expenses, previous-week expenses, and an upcoming bill through authenticated API calls
  • calls GET /insights/weekly-summary?week_start=2026-03-05
  • verifies the response normalizes the week to 2026-03-02 through 2026-03-08 and returns totals, category trends, previous-week deltas, top expenses, upcoming bills, and insight messages

The transcript redacts JWT values; all displayed response data is generated from the demo API run.

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