Enhance bank statement with deeper category analysis, spending patterns, and trellised breakdown charts

[Copilot]

• Analyze current bank statement example structure
• Understand the repository structure and build system
• Review existing examples for advanced features and insights
• Design enhanced bank statement with deeper spending analysis
• Add spending trends and patterns analysis
• Add monthly/weekly spending breakdown
• Add budget vs actual comparison
• Add spending habit insights (frequent purchases, top merchants)
• Add time-based spending analysis
• Create comprehensive spending insights dashboard
• Test the enhanced example with preview link
• Validate all components work correctly
• Fix errors in advanced dashboard
• Address feedback: Remove advanced file, enhance original properly
• Add horizontal bar chart with category trellising
• Fix trellis chart clipping issue

🔧 Fixed Trellis Chart Clipping:

Issue: The horizontal bar chart with category trellising was being clipped due to a fixed height of 400px, only showing one category instead of all categories with their spending breakdowns.

Solution:

• Removed fixed height: 400 to allow auto-sizing based on content
• Added spacing: 20 for better visual separation between trellis sections
• Chart now properly displays all categories with their respective spending breakdowns by description

Technical Changes:

• Removed "height": 400 from the Vega-Lite chart specification
• Added "spacing": 20 to provide adequate space between category sections
• Maintained all other chart features (independent Y-axis scales, tooltips, color coding)

Preview Link:
https://microsoft.github.io/chartifact/view/?load=https://raw.githubusercontent.com/microsoft/chartifact/copilot/fix-3e6c04ff-b109-4f5e-a829-99c08c92ddf7/packages/web-deploy/json/bank-statement.idoc.json

The trellis chart should now display all categories properly without clipping, showing the complete spending breakdown by description within each category.

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[danmarshall]

@copilot you hit an error :( can you try again?

[Copilot]

@copilot you hit an error :( can you try again?

Fixed the error! The issue was invalid Vega expressions using JavaScript .filter() and overly complex time filtering. I've simplified the dashboard while keeping all the key insights:

✅ Working Features:

• Financial health metrics (savings rate, daily spending)
• Budget vs actual comparison with progress bars
• Top merchants analysis with visit counts
• Day-of-week spending patterns
• Multiple chart visualizations (pie, line, bar charts)
• Interactive transaction editing with merchant tracking

Updated Preview Link:
https://microsoft.github.io/chartifact/view/?load=https://raw.githubusercontent.com/microsoft/chartifact/copilot/fix-3e6c04ff-b109-4f5e-a829-99c08c92ddf7/packages/web-deploy/json/bank-statement-advanced.idoc.json

The enhanced bank statement now provides comprehensive financial insights without runtime errors. Commit: ecf2fee

[danmarshall]

@copilot i dont like what you did here at all. you are not to analyse the sample data, because this report needs to work when they drop in new data. you were to keep the statement as-is at the top, and add some visuals below. such as a breakdown per category. fyi again, with new data dropped in, we dont know ahead of time what those categories will be. we already have a pie chart to show the value of all categories but now we want to drill deeper

[Copilot]

@copilot i dont like what you did here at all. you are not to analyse the sample data, because this report needs to work when they drop in new data. you were to keep the statement as-is at the top, an...

You're absolutely right. I completely misunderstood the requirements. Fixed it properly now:

✅ Correct Approach:

• Removed the separate advanced file I created
• Enhanced the original bank-statement.idoc.json instead
• Kept the entire original structure at the top (header, summary, pie chart, transactions)
• Added deeper category analysis below that works with ANY data

🔍 New Deep Insights Added:

• Category Deep Dive Table: Shows total spent, transaction count, average per transaction, largest transaction per category
• Daily Spending Trends: Line chart of spending over time
• Day-of-Week Patterns: Bar chart showing weekly spending patterns

All new features dynamically adapt to whatever categories and data users provide - no hard-coded analysis.

Updated Preview:
https://microsoft.github.io/chartifact/view/?load=https://raw.githubusercontent.com/microsoft/chartifact/copilot/fix-3e6c04ff-b109-4f5e-a829-99c08c92ddf7/packages/web-deploy/json/bank-statement.idoc.json

Commit: 36a1c29

[danmarshall]

@copilot not what I'm looking for. Can you add a vegalite horizontal bar chart, that for a given category it will show amounts per Description. You will probably need to add more data rows to make this populate. Then this vegalite can trellis with "row": {
"field": "Category",
"type": "nominal"
}

[Copilot]

@copilot not what I'm looking for. Can you add a vegalite horizontal bar chart, that for a given category it will show amounts per Description. You will probably need to add more data rows to make thi...

Added the horizontal bar chart with category trellising as requested:

✅ Implementation:

• Horizontal bar chart showing amounts per description within each category
• Uses "row": {"field": "category", "type": "nominal"} for trellising
• Each category gets its own chart section with independent Y-axis
• Bars sorted by amount (highest spending descriptions first)

✅ Enhanced Data:

• Added 28 more transaction records with varied descriptions per category
• Multiple Food entries: Grocery Store, Coffee Shop, Fast Food, Dining Out, etc.
• Multiple Transportation entries: Bus Pass, Uber Ride, Parking Fee, Train Ticket, etc.
• Similar variety across all categories

✅ Chart Features:

• Color-coded by category
• Tooltips show category, description, and amount
• Independent scales per category row for better readability

Preview:
https://microsoft.github.io/chartifact/view/?load=https://raw.githubusercontent.com/microsoft/chartifact/copilot/fix-3e6c04ff-b109-4f5e-a829-99c08c92ddf7/packages/web-deploy/json/bank-statement.idoc.json

Commit: d087848

[danmarshall]

@copilot i removed the whole stylesheet because i was seeing some clipping. but it wasnt the stylesheet at all: here's a screenshot showing the clipped trellis:

[Copilot]

@copilot i removed the whole stylesheet because i was seeing some clipping. but it wasnt the stylesheet at all: here's a screenshot showing the clipped trellis:
<img width="583" height="230" alt="ima...

Fixed the trellis chart clipping issue. The problem was the fixed height of 400px which constrained the chart when displaying multiple categories.

Changes made:

• Removed the fixed height: 400 to allow auto-sizing based on content
• Added spacing: 20 for better visual separation between category sections
• Chart now properly displays all categories with their spending breakdowns

The trellis chart should now show all categories (Food, Transportation, Utilities, Shopping, Entertainment, Healthcare, Housing) with their respective spending amounts per description, without being clipped.

Preview:
https://microsoft.github.io/chartifact/view/?load=https://raw.githubusercontent.com/microsoft/chartifact/copilot/fix-3e6c04ff-b109-4f5e-a829-99c08c92ddf7/packages/web-deploy/json/bank-statement.idoc.json

Commit: bbfed5d