Charts_2

plaid_client.py

@@ -211,6 +211,101 @@ def get_chart_data(access_token: str) -> dict:
     end_date = date.today()
     start_date = end_date - timedelta(days=30)
 
+    # Get balances (usually ready immediately)
+    try:
+        balance_req = AccountsBalanceGetRequest(access_token=access_token)
+        balance_resp = plaid_client.accounts_balance_get(balance_req)
+        accounts = []
+        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)
+        accounts = []
+
+    # Get transactions (may not be ready yet)
+    category_chart = []
+    weekly_data = []
+    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']
+
+        category_totals: dict[str, float] = {}
+        daily_spending: dict[str, float] = {}
+        daily_income: 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
+            readable = category.replace("_", " ").title()
+            category_totals[readable] = category_totals.get(readable, 0) + amount
+            daily_spending[txn_date] = daily_spending.get(txn_date, 0) + amount
+
+        category_chart = [
+            {"name": cat, "value": round(total, 2)}
+            for cat, total in sorted(category_totals.items(), key=lambda x: -x[1])
+        ]
+
+        for i in range(4):
+            week_end = end_date - timedelta(weeks=i)
+            week_start_d = week_end - timedelta(days=6)
+            week_label = f"{week_start_d.strftime('%b %d')} - {week_end.strftime('%b %d')}"
+            week_spending = sum(v for k, v in daily_spending.items() if str(week_start_d) <= k <= str(week_end))
+            week_income = sum(v for k, v in daily_income.items() if str(week_start_d) <= k <= str(week_end))
+            weekly_data.append({"week": week_label, "spending": round(week_spending, 2), "income": round(week_income, 2)})
+        weekly_data.reverse()
+
+    except Exception as e:
+        print(f"Transaction error in chart_data: {e}", flush=True)
+
+    return {
+        "category_chart": category_chart,
+        "weekly_chart": weekly_data,
+        "income_vs_expenses": {
+            "income": round(income_total, 2),
+            "expenses": round(expense_total, 2),
+        },
+        "accounts": accounts,
+    }
+    """Returns structured JSON for frontend charts."""
+    end_date = date.today()
+    start_date = end_date - timedelta(days=30)
+
     # Get transactions
     request = TransactionsGetRequest(
         access_token=access_token,