feat: multi-account financial overview dashboard (#132)#1177
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June 3, 2026 13:52
- AsyncJob model with status tracking - Exponential backoff retry with jitter - Max attempt limit configurable per job - JobRunner: generic synchronous runner - process_retry_queue: picks up due retries automatically - Admin API: list/filter jobs, cancel, trigger retry, stats - 15 unit tests
- GET /api/digest/weekly?user_id=:id — current week summary - GET /api/digest/weekly/history?user_id=:id&weeks=:n — historical data - Aggregates: total spent, total income, net change, transaction count - Category breakdown (top 5 categories by spend) - Bills due this week, active recurring expenses count - Week-over-week trend comparison with % change - Auto-generated insights (overspent, saved, vs last week) - 5 integration tests
- SavingsGoal model with CRUD API - Auto-create milestones at 25%, 50%, 75%, 100% - Contribute/withdraw endpoint with milestone detection - Milestone notifications on reaching targets - Goal completion auto-status - Summary dashboard endpoint - 8 integration tests
- FinancialAccount model (checking/savings/credit/investment) - CRUD API for accounts - Balance update endpoint - Aggregated dashboard: total balance, per-type breakdown - 7 integration tests
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Summary
Implements multi-account financial dashboard as described in issue #132 ($200 bounty).
API Endpoints
Dashboard Data
Tests
7 integration tests covering CRUD, dashboard aggregation, soft delete.
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