This PR implements the income and spending insight cards for the dashboard.

Screenshot 2024-04-23 at 14 50 25

Requirements

  • Should generate a time series of income and spending for a Family, scoped to Period.last_30_days
    • Each data point in the series represents a “Trailing 30 day sum” of income (negative transaction values)
    • The “headline” number shows the last value in the series
    • The “trend” value is the overall time series trend
  • Should find the top 3 accounts with the most income or spending within the last 30 days and display the sum
    • Each account is an anchor that goes to that account page
    • Bank icons are not in-scope (just use a generic letter as shown in designs)
    • A “more” counter should show if there are more than 3 accounts
  • Display a trendline of series. No tooltips, no axes.
  • These insights should be included in the dashboard

/claim #645 Resolves #645

Claim

Total prize pool $100
Total paid $120
Status Approved
Submitted April 23, 2024
Last updated April 24, 2024

Contributors

JO

Josh Brown

@JoshAntBrown

100%

Sponsors

MA

Maybe

@maybe-finance

$100 paid
+$20 tip!