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feat: add weekly financial summary digest#1122

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Jorel97 wants to merge 1 commit into
rohitdash08:mainfrom
Jorel97:codex/finmind-weekly-summary-121
Open

feat: add weekly financial summary digest#1122
Jorel97 wants to merge 1 commit into
rohitdash08:mainfrom
Jorel97:codex/finmind-weekly-summary-121

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@Jorel97

@Jorel97 Jorel97 commented May 30, 2026

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/claim #121

Summary

  • Added authenticated GET /insights/weekly-summary for a smart weekly digest.
  • Aggregates income, expenses, net flow, transaction counts, average daily expense, daily buckets, category shares, top expenses, and upcoming bills for the selected ISO week.
  • Compares weekly expenses with the previous week and returns deterministic insights/recommendations without an LLM or scheduler dependency.
  • Surfaced the weekly digest on the existing Analytics page with week selection, summary cards, category share bars, daily flow, insights, and recommendations.
  • Updated README and OpenAPI docs.
  • Added backend tests for weekly aggregation, week normalization, and invalid dates; updated Analytics integration coverage.
  • Replaced test Redis dependency with a lightweight in-memory fake so auth/cache-backed tests can run without an external Redis server.

Demo

https://github.com/Jorel97/bounty-demo-assets/raw/main/finmind/finmind-121-weekly-summary-demo.mp4

Validation

  • python -m pytest packages/backend/tests/test_weekly_summary.py packages/backend/tests/test_insights.py -q -> 6 passed
  • python -m black --check packages/backend/app/services/weekly_summary.py packages/backend/app/routes/insights.py packages/backend/tests/test_weekly_summary.py packages/backend/tests/conftest.py -> passed
  • python -m flake8 packages/backend/app/services/weekly_summary.py packages/backend/app/routes/insights.py packages/backend/tests/test_weekly_summary.py packages/backend/tests/conftest.py -> passed
  • OpenAPI parse check -> passed
  • npm test -- Analytics.integration.test.tsx --runInBand -> 2 passed
  • npm run build -> passed

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