Charts_3

plaid_client.py

@@ -207,6 +207,96 @@ def exchange_public_token(public_token: str) -> str:
 
 
 def get_chart_data(access_token: str) -> dict:
+    """Returns burn-down velocity chart data."""
+    end_date = date.today()
+    start_date = end_date.replace(day=1)  # Start of current month
+
+    # Get balances
+    accounts = []
+    try:
+        balance_req = AccountsBalanceGetRequest(access_token=access_token)
+        balance_resp = plaid_client.accounts_balance_get(balance_req)
+        for account in balance_resp['accounts']:
+            current = account['balances']['current']
+            if current is None:
+                continue
+            accounts.append({
+                "name": account['name'],
+                "type": str(account['subtype']),
+                "balance": round(current, 2),
+            })
+    except Exception as e:
+        print(f"Balance error in chart_data: {e}", flush=True)
+
+    # Get transactions for current month
+    burndown = []
+    income_total = 0.0
+    expense_total = 0.0
+
+    try:
+        request = TransactionsGetRequest(
+            access_token=access_token,
+            start_date=start_date,
+            end_date=end_date,
+            options=TransactionsGetRequestOptions(
+                count=200,
+                include_personal_finance_category=True
+            )
+        )
+        response = plaid_client.transactions_get(request)
+        transactions = response['transactions']
+
+        # Build daily income and spending
+        daily_income: dict[str, float] = {}
+        daily_spending: dict[str, float] = {}
+
+        for txn in transactions:
+            amount = txn['amount']
+            txn_date = str(txn['date'])
+            category = txn.get('personal_finance_category', {}).get('primary', 'OTHER')
+
+            if amount < 0:
+                income_total += abs(amount)
+                daily_income[txn_date] = daily_income.get(txn_date, 0) + abs(amount)
+                continue
+
+            if category in ['TRANSFER_IN', 'TRANSFER_OUT']:
+                continue
+
+            name_lower = txn['name'].lower()
+            if category == 'LOAN_PAYMENTS' and any(w in name_lower for w in ['payroll', 'salary', 'direct dep', 'employer', 'wages']):
+                income_total += amount
+                daily_income[txn_date] = daily_income.get(txn_date, 0) + amount
+                continue
+
+            expense_total += amount
+            daily_spending[txn_date] = daily_spending.get(txn_date, 0) + amount
+
+        # Build burn-down: start with total income, subtract spending each day
+        running_balance = income_total
+        current = start_date
+        while current <= end_date:
+            day_str = str(current)
+            day_spend = daily_spending.get(day_str, 0)
+            day_income = daily_income.get(day_str, 0)
+            running_balance = running_balance - day_spend + (day_income if current != start_date else 0)
+
+            burndown.append({
+                "date": current.strftime("%b %d"),
+                "balance": round(running_balance, 2),
+                "spent": round(day_spend, 2),
+            })
+            current += timedelta(days=1)
+
+    except Exception as e:
+        print(f"Transaction error in chart_data: {e}", flush=True)
+
+    return {
+        "burndown": burndown,
+        "income_total": round(income_total, 2),
+        "expense_total": round(expense_total, 2),
+        "accounts": accounts,
+    }
     """Returns structured JSON for frontend charts."""
     end_date = date.today()
     start_date = end_date - timedelta(days=30)