feat: add weekly financial digest with AI-powered summaries

DEMO_INSTRUCTIONS.md

@@ -0,0 +1,45 @@
+# Com gravar el video demo pels PRs de FinMind
+
+## Que hem fet (resum)
+
+Hem creat 3 features pel backend de FinMind (Python/Flask):
+
+### PR #609 — Multi-Account Dashboard ($200)
+- Crear comptes financers (checking, savings, credit card)
+- Veure resum amb net worth (assets - deutes)
+- Desactivar comptes (soft-delete)
+
+### PR #608 — Savings Goals ($250)
+- Crear objectius d'estalvi amb target i deadline
+- Afegir contribucions
+- Veure progrés amb milestones (25/50/75/100%)
+- Auto-completa quan arribes al target
+
+### PR #607 — Weekly Digest ($500)
+- Genera resum setmanal de despeses
+- Compara amb la setmana anterior (week-over-week %)
+- Tips automàtics basats en patrons de despesa
+
+## Com gravar
+
+### 1. Obre 2 terminals
+
+### 2. Terminal 1 — Arrenca el servidor:
+```bash
+cd /home/clawd/workspace/bounties/finmind/packages/backend
+bash start_demo_server.sh
+```
+Espera a veure "Running on http://127.0.0.1:5556"
+
+### 3. Terminal 2 — Comença a gravar pantalla, llavors executa:
+```bash
+cd /home/clawd/workspace/bounties/finmind
+bash run_demo.sh
+```
+
+### 4. Para la gravació
+
+### 5. Puja el video com a comentari als 3 PRs:
+- https://github.com/rohitdash08/FinMind/pull/607
+- https://github.com/rohitdash08/FinMind/pull/608
+- https://github.com/rohitdash08/FinMind/pull/609

app/src/App.tsx

@@ -16,6 +16,7 @@ import NotFound from "./pages/NotFound";
 import { Landing } from "./pages/Landing";
 import ProtectedRoute from "./components/auth/ProtectedRoute";
 import Account from "./pages/Account";
+import Digest from "./pages/Digest";
 
 const queryClient = new QueryClient({
   defaultOptions: {
@@ -83,6 +84,14 @@ const App = () => (
                 </ProtectedRoute>
               }
             />
+            <Route
+              path="digest"
+              element={
+                <ProtectedRoute>
+                  <Digest />
+                </ProtectedRoute>
+              }
+            />
             <Route
               path="account"
               element={

app/src/api/digest.ts

@@ -0,0 +1,24 @@
+import { api } from './client';
+
+export type WeeklyDigest = {
+  id: number;
+  week_start: string;
+  week_end: string;
+  summary: string;
+  tips: string[];
+  highlights: string[];
+  method: string;
+  created_at: string;
+};
+
+export async function getLatestDigest(): Promise<WeeklyDigest> {
+  return api<WeeklyDigest>('/digest/latest');
+}
+
+export async function getDigestHistory(limit = 10): Promise<WeeklyDigest[]> {
+  return api<WeeklyDigest[]>(`/digest/history?limit=${limit}`);
+}
+
+export async function generateDigest(): Promise<WeeklyDigest> {
+  return api<WeeklyDigest>('/digest/generate', { method: 'POST' });
+}

app/src/components/layout/Navbar.tsx

@@ -13,6 +13,7 @@ const navigation = [
   { name: 'Reminders', href: '/reminders' },
   { name: 'Expenses', href: '/expenses' },
   { name: 'Analytics', href: '/analytics' },
+  { name: 'Digest', href: '/digest' },
 ];
 
 export function Navbar() {

app/src/pages/Digest.tsx

@@ -0,0 +1,143 @@
+import { useState, useEffect, useCallback } from 'react';
+import { FinancialCard, FinancialCardContent, FinancialCardHeader, FinancialCardTitle } from '@/components/ui/financial-card';
+import { Button } from '@/components/ui/button';
+import { Badge } from '@/components/ui/badge';
+import { FileText, RefreshCw, Lightbulb, TrendingUp, Calendar } from 'lucide-react';
+import { useToast } from '@/hooks/use-toast';
+import { getLatestDigest, getDigestHistory, generateDigest, type WeeklyDigest } from '@/api/digest';
+
+export default function Digest() {
+  const { toast } = useToast();
+  const [latest, setLatest] = useState<WeeklyDigest | null>(null);
+  const [history, setHistory] = useState<WeeklyDigest[]>([]);
+  const [loading, setLoading] = useState(true);
+  const [generating, setGenerating] = useState(false);
+
+  const loadData = useCallback(async () => {
+    try {
+      const [lat, hist] = await Promise.allSettled([getLatestDigest(), getDigestHistory()]);
+      if (lat.status === 'fulfilled') setLatest(lat.value);
+      if (hist.status === 'fulfilled') setHistory(hist.value);
+    } catch {
+      // No digest yet is fine
+    } finally { setLoading(false); }
+  }, []);
+
+  useEffect(() => { loadData(); }, [loadData]);
+
+  const handleGenerate = async () => {
+    setGenerating(true);
+    try {
+      const d = await generateDigest();
+      setLatest(d);
+      toast({ title: 'Digest generated!' });
+      loadData();
+    } catch (e: unknown) {
+      toast({ title: 'Error', description: e instanceof Error ? e.message : 'No transactions for last week', variant: 'destructive' });
+    } finally { setGenerating(false); }
+  };
+
+  if (loading) return <div className="flex justify-center p-8">Loading...</div>;
+
+  return (
+    <div className="space-y-6">
+      <div className="flex items-center justify-between">
+        <div>
+          <h1 className="text-2xl font-bold">Weekly Digest</h1>
+          <p className="text-muted-foreground">Your weekly financial summary and insights</p>
+        </div>
+        <Button onClick={handleGenerate} disabled={generating}>
+          <RefreshCw className={`mr-2 h-4 w-4 ${generating ? 'animate-spin' : ''}`} />
+          {generating ? 'Generating...' : 'Generate Digest'}
+        </Button>
+      </div>
+
+      {latest ? (
+        <FinancialCard>
+          <FinancialCardHeader>
+            <div className="flex items-center justify-between">
+              <div className="flex items-center gap-2">
+                <FileText className="h-5 w-5" />
+                <FinancialCardTitle>
+                  Week of {latest.week_start} to {latest.week_end}
+                </FinancialCardTitle>
+              </div>
+              <Badge variant="outline">{latest.method}</Badge>
+            </div>
+          </FinancialCardHeader>
+          <FinancialCardContent className="space-y-4">
+            {/* Summary */}
+            <div className="whitespace-pre-line text-sm">{latest.summary}</div>
+
+            {/* Tips */}
+            {latest.tips.length > 0 && (
+              <div className="space-y-2">
+                <h3 className="text-sm font-semibold flex items-center gap-1">
+                  <Lightbulb className="h-4 w-4 text-yellow-500" /> Tips
+                </h3>
+                <ul className="space-y-1">
+                  {latest.tips.map((tip, i) => (
+                    <li key={i} className="text-sm text-muted-foreground flex items-start gap-2">
+                      <span className="text-yellow-500">•</span> {tip}
+                    </li>
+                  ))}
+                </ul>
+              </div>
+            )}
+
+            {/* Highlights */}
+            {latest.highlights.length > 0 && (
+              <div className="space-y-2">
+                <h3 className="text-sm font-semibold flex items-center gap-1">
+                  <TrendingUp className="h-4 w-4 text-green-500" /> Highlights
+                </h3>
+                <ul className="space-y-1">
+                  {latest.highlights.map((h, i) => (
+                    <li key={i} className="text-sm text-muted-foreground flex items-start gap-2">
+                      <span className="text-green-500">•</span> {h}
+                    </li>
+                  ))}
+                </ul>
+              </div>
+            )}
+          </FinancialCardContent>
+        </FinancialCard>
+      ) : (
+        <FinancialCard>
+          <FinancialCardContent className="flex flex-col items-center justify-center py-12">
+            <FileText className="h-12 w-12 text-muted-foreground mb-4" />
+            <p className="text-muted-foreground mb-4">No digest yet. Add some expenses and generate your first weekly digest!</p>
+            <Button onClick={handleGenerate} disabled={generating}>
+              <RefreshCw className={`mr-2 h-4 w-4 ${generating ? 'animate-spin' : ''}`} />
+              Generate Now
+            </Button>
+          </FinancialCardContent>
+        </FinancialCard>
+      )}
+
+      {/* History */}
+      {history.length > 1 && (
+        <div className="space-y-3">
+          <h2 className="text-lg font-semibold flex items-center gap-2">
+            <Calendar className="h-5 w-5" /> Previous Digests
+          </h2>
+          {history.slice(1).map(d => (
+            <FinancialCard key={d.id}>
+              <FinancialCardHeader className="pb-2">
+                <div className="flex items-center justify-between">
+                  <FinancialCardTitle className="text-sm">
+                    {d.week_start} — {d.week_end}
+                  </FinancialCardTitle>
+                  <Badge variant="outline" className="text-xs">{d.method}</Badge>
+                </div>
+              </FinancialCardHeader>
+              <FinancialCardContent>
+                <p className="text-sm text-muted-foreground line-clamp-3">{d.summary}</p>
+              </FinancialCardContent>
+            </FinancialCard>
+          ))}
+        </div>
+      )}
+    </div>
+  );
+}

demo.sh

@@ -0,0 +1,106 @@
+#!/bin/bash
+# FinMind Feature Demo - PRs #607, #608, #609
+BASE=http://127.0.0.1:5555
+
+echo "======================================"
+echo " FinMind Feature Demo"
+echo "======================================"
+echo ""
+
+# Register and login
+echo ">>> Register user"
+curl -s -X POST $BASE/auth/register -H "Content-Type: application/json" \
+  -d '{"email":"demo@test.com","password":"demo1234"}' | python3 -m json.tool
+echo ""
+
+echo ">>> Login"
+TOKEN=$(curl -s -X POST $BASE/auth/login -H "Content-Type: application/json" \
+  -d '{"email":"demo@test.com","password":"demo1234"}' | python3 -c "import sys,json; print(json.load(sys.stdin)['access_token'])")
+echo "Got token: ${TOKEN:0:20}..."
+AUTH="Authorization: Bearer $TOKEN"
+echo ""
+
+# Add some expenses for digest
+echo "======================================"
+echo " PR #607: Weekly Digest"
+echo "======================================"
+echo ""
+
+echo ">>> Adding expenses for last week..."
+for i in 1 2 3 4 5; do
+  DAY=$(date -d "last monday + ${i} days" +%Y-%m-%d 2>/dev/null || date -v-7d +%Y-%m-%d)
+  curl -s -X POST $BASE/expenses -H "$AUTH" -H "Content-Type: application/json" \
+    -d "{\"amount\":$((50 + i * 15)),\"notes\":\"Expense day $i\",\"spent_at\":\"$DAY\"}" > /dev/null
+done
+echo "Added 5 expenses"
+echo ""
+
+echo ">>> POST /digest/generate"
+curl -s -X POST $BASE/digest/generate -H "$AUTH" | python3 -m json.tool
+echo ""
+
+echo ">>> GET /digest/latest"
+curl -s $BASE/digest/latest -H "$AUTH" | python3 -m json.tool
+echo ""
+
+echo ">>> GET /digest/history"
+curl -s "$BASE/digest/history?limit=5" -H "$AUTH" | python3 -m json.tool
+echo ""
+
+# Savings Goals
+echo "======================================"
+echo " PR #608: Savings Goals"
+echo "======================================"
+echo ""
+
+echo ">>> POST /goals/ (create goal)"
+curl -s -X POST $BASE/goals/ -H "$AUTH" -H "Content-Type: application/json" \
+  -d '{"name":"Emergency Fund","target_amount":10000,"currency":"EUR","deadline":"2026-12-31"}' | python3 -m json.tool
+echo ""
+
+echo ">>> POST /goals/1/contribute (add 2500)"
+curl -s -X POST $BASE/goals/1/contribute -H "$AUTH" -H "Content-Type: application/json" \
+  -d '{"amount":2500,"note":"First deposit"}' | python3 -m json.tool
+echo ""
+
+echo ">>> POST /goals/1/contribute (add 5000)"
+curl -s -X POST $BASE/goals/1/contribute -H "$AUTH" -H "Content-Type: application/json" \
+  -d '{"amount":5000,"note":"Bonus savings"}' | python3 -m json.tool
+echo ""
+
+echo ">>> GET /goals/1/progress (75% with milestones)"
+curl -s $BASE/goals/1/progress -H "$AUTH" | python3 -m json.tool
+echo ""
+
+echo ">>> GET /goals/1/contributions"
+curl -s $BASE/goals/1/contributions -H "$AUTH" | python3 -m json.tool
+echo ""
+
+# Multi-account
+echo "======================================"
+echo " PR #609: Multi-Account Dashboard"
+echo "======================================"
+echo ""
+
+echo ">>> POST /accounts/ (checking)"
+curl -s -X POST $BASE/accounts/ -H "$AUTH" -H "Content-Type: application/json" \
+  -d '{"name":"Main Checking","account_type":"checking","balance":5000,"currency":"EUR"}' | python3 -m json.tool
+echo ""
+
+echo ">>> POST /accounts/ (savings)"
+curl -s -X POST $BASE/accounts/ -H "$AUTH" -H "Content-Type: application/json" \
+  -d '{"name":"Savings","account_type":"savings","balance":15000,"currency":"EUR"}' | python3 -m json.tool
+echo ""
+
+echo ">>> POST /accounts/ (credit card)"
+curl -s -X POST $BASE/accounts/ -H "$AUTH" -H "Content-Type: application/json" \
+  -d '{"name":"Credit Card","account_type":"credit","balance":2000,"currency":"EUR"}' | python3 -m json.tool
+echo ""
+
+echo ">>> GET /accounts/overview (net worth)"
+curl -s $BASE/accounts/overview -H "$AUTH" | python3 -m json.tool
+echo ""
+
+echo "======================================"
+echo " Demo Complete!"
+echo "======================================"

packages/backend/app/db/schema.sql

@@ -117,6 +117,20 @@ CREATE TABLE IF NOT EXISTS user_subscriptions (
   started_at TIMESTAMP NOT NULL DEFAULT NOW()
 );
 
+CREATE TABLE IF NOT EXISTS weekly_digests (
+  id SERIAL PRIMARY KEY,
+  user_id INT NOT NULL REFERENCES users(id) ON DELETE CASCADE,
+  week_start DATE NOT NULL,
+  week_end DATE NOT NULL,
+  summary TEXT NOT NULL,
+  tips TEXT NOT NULL DEFAULT '[]',
+  highlights TEXT NOT NULL DEFAULT '[]',
+  raw_data TEXT NOT NULL DEFAULT '{}',
+  method VARCHAR(20) NOT NULL DEFAULT 'heuristic',
+  created_at TIMESTAMP NOT NULL DEFAULT NOW(),
+  UNIQUE (user_id, week_start)
+);
+
 CREATE TABLE IF NOT EXISTS audit_logs (
   id SERIAL PRIMARY KEY,
   user_id INT REFERENCES users(id) ON DELETE SET NULL,

packages/backend/app/models.py

@@ -127,6 +127,24 @@ class UserSubscription(db.Model):
     started_at = db.Column(db.DateTime, default=datetime.utcnow, nullable=False)
 
 
+class WeeklyDigest(db.Model):
+    __tablename__ = "weekly_digests"
+    id = db.Column(db.Integer, primary_key=True)
+    user_id = db.Column(db.Integer, db.ForeignKey("users.id"), nullable=False)
+    week_start = db.Column(db.Date, nullable=False)
+    week_end = db.Column(db.Date, nullable=False)
+    summary = db.Column(db.Text, nullable=False)
+    tips = db.Column(db.Text, default="[]", nullable=False)
+    highlights = db.Column(db.Text, default="[]", nullable=False)
+    raw_data = db.Column(db.Text, default="{}", nullable=False)
+    method = db.Column(db.String(20), default="heuristic", nullable=False)
+    created_at = db.Column(db.DateTime, default=datetime.utcnow, nullable=False)
+
+    __table_args__ = (
+        db.UniqueConstraint("user_id", "week_start", name="uq_user_week"),
+    )
+
+
 class AuditLog(db.Model):
     __tablename__ = "audit_logs"
     id = db.Column(db.Integer, primary_key=True)