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Add monthly dashboard summaries for v1

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Vijayakanth Manoharan
2026-03-23 12:53:09 -04:00
parent f2854095f1
commit 12c72ddcad
8 changed files with 382 additions and 149 deletions
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openspec/changes/monthly-expense-tracker-v1/tasks.md
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@@ -20,8 +20,8 @@
## 4. Dashboard and insights
- [ ] 4.1 Implement monthly dashboard aggregation services for totals, category breakdowns, and derived comparisons.
- [ ] 4.2 Implement the dashboard API route and render dashboard sections for month-to-date metrics and comparisons.
- [x] 4.1 Implement monthly dashboard aggregation services for totals, category breakdowns, and derived comparisons.
- [x] 4.2 Implement the dashboard API route and render dashboard sections for month-to-date metrics and comparisons.
- [ ] 4.3 Implement the `OpenAI` insight service with structured monthly snapshot input and sparse-month fallback logic.
- [ ] 4.4 Implement insight generation and display in the dashboard, including persisted monthly insight records.