Charts

app.py

@@ -258,6 +258,25 @@ def plaid_update_link_token(
         raise HTTPException(status_code=500, detail=str(e))
 
 
+@app.post("/plaid/chart_data")
+def plaid_chart_data(
+    request: ChatRequest,
+    credentials: HTTPAuthorizationCredentials = Depends(security),
+):
+    user = verify_token(credentials.credentials)
+    if not user:
+        raise HTTPException(status_code=401, detail="Unauthorized")
+
+    access_token = request.access_token if request.access_token else SANDBOX_ACCESS_TOKEN
+
+    try:
+        from plaid_client import get_chart_data
+        data = get_chart_data(access_token)
+        return data
+    except Exception as e:
+        print(f"Chart data error: {e}", flush=True)
+        raise HTTPException(status_code=500, detail=str(e))
+
 @app.delete("/account")
 def delete_account(
     credentials: HTTPAuthorizationCredentials = Depends(security),

plaid_client.py

@@ -203,4 +203,112 @@ def exchange_public_token(public_token: str) -> str:
     """Exchanges a public token for a permanent access token."""
     request = ItemPublicTokenExchangeRequest(public_token=public_token)
     response = plaid_client.item_public_token_exchange(request)
-    return response["access_token"]
+    return response["access_token"]
+
+
+def get_chart_data(access_token: str) -> dict:
+    """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,
+        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']
+
+    # Get balances
+    balance_req = AccountsBalanceGetRequest(access_token=access_token)
+    balance_resp = plaid_client.accounts_balance_get(balance_req)
+
+    # 1. Spending by category
+    category_totals: dict[str, float] = {}
+    income_total = 0.0
+    expense_total = 0.0
+    
+    # 2. Daily spending for weekly breakdown
+    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
+
+    # Build category chart data (sorted by amount)
+    category_chart = [
+        {"name": cat, "value": round(total, 2)}
+        for cat, total in sorted(category_totals.items(), key=lambda x: -x[1])
+    ]
+
+    # Build weekly chart data (last 4 weeks)
+    weekly_data = []
+    for i in range(4):
+        week_end = end_date - timedelta(weeks=i)
+        week_start = week_end - timedelta(days=6)
+        week_label = f"{week_start.strftime('%b %d')} - {week_end.strftime('%b %d')}"
+
+        week_spending = sum(
+            v for k, v in daily_spending.items()
+            if str(week_start) <= k <= str(week_end)
+        )
+        week_income = sum(
+            v for k, v in daily_income.items()
+            if str(week_start) <= k <= str(week_end)
+        )
+
+        weekly_data.append({
+            "week": week_label,
+            "spending": round(week_spending, 2),
+            "income": round(week_income, 2),
+        })
+
+    weekly_data.reverse()
+
+    # Build account balances
+    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),
+        })
+
+    return {
+        "category_chart": category_chart,
+        "weekly_chart": weekly_data,
+        "income_vs_expenses": {
+            "income": round(income_total, 2),
+            "expenses": round(expense_total, 2),
+        },
+        "accounts": accounts,
+    }