06/05 Optimize app: report upgrades

app/routes/dashboard.py

@@ -10,6 +10,9 @@ from app.services.ai_service import get_latest_daily_insight
 from app.services.account_service import get_total_assets, get_total_liabilities
 from datetime import date, datetime, timedelta
 import calendar
+import logging
+
+log = logging.getLogger('app.dashboard')
 
 dashboard_bp = Blueprint('dashboard', __name__)
 
@@ -250,6 +253,18 @@ def reconcile_api():
     })
 
 
+@dashboard_bp.route('/api/anomalies')
+@login_required
+def anomalies_api():
+    from app.services.report_service import spending_anomalies
+    try:
+        items = spending_anomalies()
+    except Exception as e:
+        log.warning('[dashboard] anomalies_api failed: %s', e)
+        items = []
+    return jsonify({'anomalies': items})
+
+
 @dashboard_bp.route('/api/fx-history')
 @login_required
 def fx_history_api():

app/routes/reports.py

@@ -5,7 +5,7 @@ from app.models.transaction import Transaction
 from app.services.report_service import (
     monthly_report, quarterly_report, yearly_report,
     net_worth_history, category_trends, tax_year_summary,
-    take_net_worth_snapshot,
+    take_net_worth_snapshot, category_mom_comparison,
 )
 from app.services.export_service import (
     transactions_to_csv, transactions_to_excel,
@@ -24,16 +24,16 @@ _CUR_MONTH = date.today().month
 @login_required
 def index():
     today = date.today()
-    # Default: current month summary
-    report = monthly_report(today.year, today.month)
+    report    = monthly_report(today.year, today.month)
     nw_history = net_worth_history()
-    cat_trend = category_trends(6)
-
+    cat_trend  = category_trends(6)
+    mom_data   = category_mom_comparison()
     years = list(range(_CUR_YEAR, _CUR_YEAR - 5, -1))
     return render_template('reports/index.html',
                            report=report,
                            nw_history=nw_history,
                            cat_trend=cat_trend,
+                           mom_data=mom_data,
                            years=years,
                            current_year=_CUR_YEAR,
                            current_month=_CUR_MONTH,
@@ -46,16 +46,18 @@ def index():
 @reports_bp.route('/monthly')
 @login_required
 def monthly():
-    year = request.args.get('year', _CUR_YEAR, type=int)
+    year  = request.args.get('year',  _CUR_YEAR,  type=int)
     month = request.args.get('month', _CUR_MONTH, type=int)
-    report = monthly_report(year, month)
+    report    = monthly_report(year, month)
     nw_history = net_worth_history()
-    cat_trend = category_trends(6)
+    cat_trend  = category_trends(6)
+    mom_data   = category_mom_comparison()
     years = list(range(_CUR_YEAR, _CUR_YEAR - 5, -1))
     return render_template('reports/index.html',
                            report=report,
                            nw_history=nw_history,
                            cat_trend=cat_trend,
+                           mom_data=mom_data,
                            years=years,
                            current_year=_CUR_YEAR,
                            current_month=_CUR_MONTH,
@@ -78,6 +80,7 @@ def quarterly():
                            report=report,
                            nw_history=nw_history,
                            cat_trend=cat_trend,
+                           mom_data=[],
                            years=years,
                            current_year=_CUR_YEAR,
                            current_month=_CUR_MONTH,
@@ -99,6 +102,7 @@ def yearly():
                            report=report,
                            nw_history=nw_history,
                            cat_trend=cat_trend,
+                           mom_data=[],
                            years=years,
                            current_year=_CUR_YEAR,
                            current_month=_CUR_MONTH,