From 7dc3d6c3fb59a3ea100a40c767f57fb624235f03 Mon Sep 17 00:00:00 2001
From: "copilot-swe-agent[bot]" <198982749+Copilot@users.noreply.github.com>
Date: Tue, 16 Sep 2025 16:06:39 +0000
Subject: [PATCH 1/7] Initial plan
From 1669e8f66968c736601dc287528ef1fb2d5a1d56 Mon Sep 17 00:00:00 2001
From: "copilot-swe-agent[bot]" <198982749+Copilot@users.noreply.github.com>
Date: Tue, 16 Sep 2025 16:11:29 +0000
Subject: [PATCH 2/7] Add advanced bank statement example with deep financial
insights
Co-authored-by: danmarshall <11507384+danmarshall@users.noreply.github.com>
---
.../json/bank-statement-advanced.idoc.json | 905 ++++++++++++++++++
1 file changed, 905 insertions(+)
create mode 100644 packages/web-deploy/json/bank-statement-advanced.idoc.json
diff --git a/packages/web-deploy/json/bank-statement-advanced.idoc.json b/packages/web-deploy/json/bank-statement-advanced.idoc.json
new file mode 100644
index 00000000..3f9bac7a
--- /dev/null
+++ b/packages/web-deploy/json/bank-statement-advanced.idoc.json
@@ -0,0 +1,905 @@
+{
+ "$schema": "../../../docs/schema/idoc_v1.json",
+ "title": "Advanced Personal Financial Dashboard",
+ "style": {
+ "css": [
+ "body { font-family: 'Segoe UI', Tahoma, Geneva, Verdana, sans-serif; margin: 0; padding: 20px; background: #f8fafc; }",
+ "body { display: grid; grid-template-areas: 'header header header' 'summary metrics insights' 'trends spending budget' 'merchants patterns categories' 'transactions transactions transactions'; grid-template-columns: 1fr 1fr 1fr; gap: 20px; max-width: 1600px; margin: 0 auto; }",
+ ".group { background: white; padding: 20px; border-radius: 12px; box-shadow: 0 2px 8px rgba(0,0,0,0.1); border: 1px solid #e2e8f0; }",
+ "#header { grid-area: header; background: linear-gradient(135deg, #1e40af 0%, #3b82f6 100%); color: white; text-align: center; }",
+ "#summary { grid-area: summary; text-align: center; min-width: 0; overflow: hidden; }",
+ "#metrics { grid-area: metrics; min-width: 0; overflow: hidden; }",
+ "#insights { grid-area: insights; min-width: 0; overflow: hidden; }",
+ "#trends { grid-area: trends; min-width: 0; overflow: hidden; }",
+ "#spending { grid-area: spending; min-width: 0; overflow: hidden; }",
+ "#budget { grid-area: budget; min-width: 0; overflow: hidden; }",
+ "#merchants { grid-area: merchants; min-width: 0; overflow: hidden; }",
+ "#patterns { grid-area: patterns; min-width: 0; overflow: hidden; }",
+ "#categories { grid-area: categories; min-width: 0; overflow: hidden; }",
+ "#transactions { grid-area: transactions; min-width: 0; overflow: hidden; }",
+ "h1 { margin: 0; padding: 20px 0; font-size: 2em; font-weight: 600; }",
+ "h2 { margin: 10px 0; font-size: 2em; color: #2d3748; font-weight: 600; }",
+ "h3 { margin: 0 0 15px 0; font-size: 1.2em; color: #4a5568; font-weight: 500; text-transform: uppercase; letter-spacing: 0.5px; }",
+ ".tabulator { max-width: 100%; overflow: auto; }",
+ ".tabulator .tabulator-table { min-width: fit-content; }",
+ ".metric { text-align: center; margin: 10px 0; padding: 15px; background: #f7fafc; border-radius: 8px; border-left: 4px solid #3182ce; }",
+ ".metric .value { font-size: 1.5em; font-weight: bold; color: #2d3748; }",
+ ".metric .label { font-size: 0.9em; color: #718096; text-transform: uppercase; letter-spacing: 0.5px; }",
+ ".positive { color: #38a169; }",
+ ".negative { color: #e53e3e; }",
+ ".warning { color: #d69e2e; }",
+ ".slider-container { margin: 15px 0; }",
+ ".slider-label { font-weight: 500; color: #2d3748; margin-bottom: 8px; display: block; }",
+ "@media (max-width: 1200px) { body { grid-template-columns: 1fr 1fr; grid-template-areas: 'header header' 'summary metrics' 'insights trends' 'spending budget' 'merchants patterns' 'categories categories' 'transactions transactions'; } }",
+ "@media (max-width: 768px) { body { grid-template-columns: 1fr; grid-template-areas: 'header' 'summary' 'metrics' 'insights' 'trends' 'spending' 'budget' 'merchants' 'patterns' 'categories' 'transactions'; } }"
+ ]
+ },
+ "dataLoaders": [
+ {
+ "dataSourceName": "transactions",
+ "type": "inline",
+ "format": "csv",
+ "content": [
+ "date,description,category,amount,type,merchant",
+ "2024-01-02,Salary Deposit,Income,3500.00,income,Employer",
+ "2024-01-03,Rent Payment,Housing,-1200.00,expense,Property Management Co",
+ "2024-01-04,Grocery Store,Food,-85.50,expense,Whole Foods",
+ "2024-01-05,Gas Station,Transportation,-45.00,expense,Shell",
+ "2024-01-06,Coffee Shop,Food,-12.75,expense,Starbucks",
+ "2024-01-08,Electric Bill,Utilities,-89.99,expense,ConEd",
+ "2024-01-10,Movie Tickets,Entertainment,-28.00,expense,AMC Theaters",
+ "2024-01-12,Pharmacy,Healthcare,-25.99,expense,CVS Pharmacy",
+ "2024-01-14,Online Shopping,Shopping,-67.89,expense,Amazon",
+ "2024-01-15,Freelance Project,Income,850.00,income,Client ABC",
+ "2024-01-16,Restaurant,Food,-42.50,expense,Local Bistro",
+ "2024-01-18,Internet Bill,Utilities,-59.99,expense,Comcast",
+ "2024-01-20,Gym Membership,Health,-29.99,expense,Planet Fitness",
+ "2024-01-22,Grocery Store,Food,-92.34,expense,Whole Foods",
+ "2024-01-24,Car Insurance,Transportation,-125.00,expense,Geico",
+ "2024-01-25,Clothing Store,Shopping,-89.99,expense,H&M",
+ "2024-01-26,Savings Transfer,Savings,-500.00,transfer,Savings Account",
+ "2024-01-28,Gas Station,Transportation,-38.75,expense,Shell",
+ "2024-01-30,Phone Bill,Utilities,-45.00,expense,Verizon",
+ "2024-02-01,Coffee Shop,Food,-8.50,expense,Starbucks",
+ "2024-02-03,Subscription,Entertainment,-15.99,expense,Netflix",
+ "2024-02-05,Grocery Store,Food,-78.25,expense,Trader Joes",
+ "2024-02-07,Restaurant,Food,-65.00,expense,Local Bistro",
+ "2024-02-10,Gas Station,Transportation,-42.30,expense,Exxon",
+ "2024-02-12,Online Shopping,Shopping,-125.50,expense,Amazon",
+ "2024-02-14,Date Night,Entertainment,-95.00,expense,Fine Dining",
+ "2024-02-16,Freelance Project,Income,750.00,income,Client XYZ",
+ "2024-02-18,Pharmacy,Healthcare,-18.75,expense,Walgreens",
+ "2024-02-20,Coffee Shop,Food,-11.25,expense,Local Cafe",
+ "2024-02-22,Grocery Store,Food,-89.50,expense,Whole Foods",
+ "2024-02-25,Clothing Store,Shopping,-145.99,expense,Target",
+ "2024-02-28,Gas Station,Transportation,-40.80,expense,Shell"
+ ]
+ },
+ {
+ "dataSourceName": "categoryBudgets",
+ "type": "inline",
+ "format": "csv",
+ "content": [
+ "category,budgetAmount,color",
+ "Housing,1200,#667eea",
+ "Food,400,#764ba2",
+ "Transportation,300,#f093fb",
+ "Utilities,250,#4ecdc4",
+ "Entertainment,200,#45b7d1",
+ "Healthcare,150,#96ceb4",
+ "Shopping,200,#feca57",
+ "Health,50,#ff9ff3",
+ "Savings,600,#54a0ff"
+ ]
+ }
+ ],
+ "variables": [
+ {
+ "variableId": "selectedTimeframe",
+ "type": "string",
+ "initialValue": "All Time"
+ },
+ {
+ "variableId": "totalIncome",
+ "type": "object",
+ "isArray": true,
+ "initialValue": [],
+ "calculation": {
+ "dataSourceNames": ["editableTransactions"],
+ "dataFrameTransformations": [
+ {
+ "type": "filter",
+ "expr": "datum.type === 'income'"
+ },
+ {
+ "type": "aggregate",
+ "ops": ["sum"],
+ "fields": ["amount"],
+ "as": ["total"]
+ }
+ ]
+ }
+ },
+ {
+ "variableId": "totalExpenses",
+ "type": "object",
+ "isArray": true,
+ "initialValue": [],
+ "calculation": {
+ "dataSourceNames": ["editableTransactions"],
+ "dataFrameTransformations": [
+ {
+ "type": "filter",
+ "expr": "datum.type === 'expense'"
+ },
+ {
+ "type": "aggregate",
+ "ops": ["sum"],
+ "fields": ["amount"],
+ "as": ["total"]
+ }
+ ]
+ }
+ },
+ {
+ "variableId": "totalSavings",
+ "type": "object",
+ "isArray": true,
+ "initialValue": [],
+ "calculation": {
+ "dataSourceNames": ["editableTransactions"],
+ "dataFrameTransformations": [
+ {
+ "type": "filter",
+ "expr": "datum.type === 'transfer' && datum.category === 'Savings'"
+ },
+ {
+ "type": "aggregate",
+ "ops": ["sum"],
+ "fields": ["amount"],
+ "as": ["total"]
+ }
+ ]
+ }
+ },
+ {
+ "variableId": "currentBalance",
+ "type": "object",
+ "isArray": true,
+ "initialValue": [],
+ "calculation": {
+ "dataSourceNames": ["editableTransactions"],
+ "dataFrameTransformations": [
+ {
+ "type": "aggregate",
+ "ops": ["sum"],
+ "fields": ["amount"],
+ "as": ["total"]
+ }
+ ]
+ }
+ },
+ {
+ "variableId": "expensesByCategory",
+ "type": "object",
+ "isArray": true,
+ "initialValue": [],
+ "calculation": {
+ "dataSourceNames": ["editableTransactions"],
+ "dataFrameTransformations": [
+ {
+ "type": "filter",
+ "expr": "datum.type === 'expense'"
+ },
+ {
+ "type": "formula",
+ "expr": "abs(datum.amount)",
+ "as": "absAmount"
+ },
+ {
+ "type": "aggregate",
+ "groupby": ["category"],
+ "ops": ["sum", "count"],
+ "fields": ["absAmount", "absAmount"],
+ "as": ["totalAmount", "transactionCount"]
+ }
+ ]
+ }
+ },
+ {
+ "variableId": "budgetComparison",
+ "type": "object",
+ "isArray": true,
+ "initialValue": [],
+ "calculation": {
+ "dataSourceNames": ["expensesByCategory", "categoryBudgets"],
+ "dataFrameTransformations": [
+ {
+ "type": "lookup",
+ "from": "categoryBudgets",
+ "key": "category",
+ "fields": ["budgetAmount", "color"],
+ "as": ["budget", "color"]
+ },
+ {
+ "type": "formula",
+ "expr": "datum.totalAmount - datum.budget",
+ "as": "variance"
+ },
+ {
+ "type": "formula",
+ "expr": "datum.totalAmount / datum.budget",
+ "as": "percentOfBudget"
+ },
+ {
+ "type": "formula",
+ "expr": "datum.budget - datum.totalAmount",
+ "as": "remaining"
+ }
+ ]
+ }
+ },
+ {
+ "variableId": "topMerchants",
+ "type": "object",
+ "isArray": true,
+ "initialValue": [],
+ "calculation": {
+ "dataSourceNames": ["editableTransactions"],
+ "dataFrameTransformations": [
+ {
+ "type": "filter",
+ "expr": "datum.type === 'expense'"
+ },
+ {
+ "type": "formula",
+ "expr": "abs(datum.amount)",
+ "as": "absAmount"
+ },
+ {
+ "type": "aggregate",
+ "groupby": ["merchant"],
+ "ops": ["sum", "count"],
+ "fields": ["absAmount", "absAmount"],
+ "as": ["totalSpent", "visitCount"]
+ },
+ {
+ "type": "window",
+ "ops": ["rank"],
+ "fields": [null],
+ "as": ["rank"],
+ "sort": [{"field": "totalSpent", "order": "descending"}]
+ },
+ {
+ "type": "filter",
+ "expr": "datum.rank <= 10"
+ }
+ ]
+ }
+ },
+ {
+ "variableId": "dailySpending",
+ "type": "object",
+ "isArray": true,
+ "initialValue": [],
+ "calculation": {
+ "dataSourceNames": ["editableTransactions"],
+ "dataFrameTransformations": [
+ {
+ "type": "filter",
+ "expr": "datum.type === 'expense'"
+ },
+ {
+ "type": "formula",
+ "expr": "abs(datum.amount)",
+ "as": "absAmount"
+ },
+ {
+ "type": "formula",
+ "expr": "datetime(datum.date)",
+ "as": "dateTime"
+ },
+ {
+ "type": "formula",
+ "expr": "day(datum.dateTime)",
+ "as": "dayOfWeek"
+ },
+ {
+ "type": "aggregate",
+ "groupby": ["date"],
+ "ops": ["sum"],
+ "fields": ["absAmount"],
+ "as": ["dailyTotal"]
+ }
+ ]
+ }
+ },
+ {
+ "variableId": "weeklySpending",
+ "type": "object",
+ "isArray": true,
+ "initialValue": [],
+ "calculation": {
+ "dataSourceNames": ["editableTransactions"],
+ "dataFrameTransformations": [
+ {
+ "type": "filter",
+ "expr": "datum.type === 'expense'"
+ },
+ {
+ "type": "formula",
+ "expr": "abs(datum.amount)",
+ "as": "absAmount"
+ },
+ {
+ "type": "formula",
+ "expr": "datetime(datum.date)",
+ "as": "dateTime"
+ },
+ {
+ "type": "formula",
+ "expr": "week(datum.dateTime)",
+ "as": "weekOfYear"
+ },
+ {
+ "type": "aggregate",
+ "groupby": ["weekOfYear"],
+ "ops": ["sum"],
+ "fields": ["absAmount"],
+ "as": ["weeklyTotal"]
+ }
+ ]
+ }
+ },
+ {
+ "variableId": "spendingByDayOfWeek",
+ "type": "object",
+ "isArray": true,
+ "initialValue": [],
+ "calculation": {
+ "dataSourceNames": ["editableTransactions"],
+ "dataFrameTransformations": [
+ {
+ "type": "filter",
+ "expr": "datum.type === 'expense'"
+ },
+ {
+ "type": "formula",
+ "expr": "abs(datum.amount)",
+ "as": "absAmount"
+ },
+ {
+ "type": "formula",
+ "expr": "datetime(datum.date)",
+ "as": "dateTime"
+ },
+ {
+ "type": "formula",
+ "expr": "day(datum.dateTime)",
+ "as": "dayOfWeek"
+ },
+ {
+ "type": "formula",
+ "expr": "datum.dayOfWeek === 0 ? 'Sunday' : datum.dayOfWeek === 1 ? 'Monday' : datum.dayOfWeek === 2 ? 'Tuesday' : datum.dayOfWeek === 3 ? 'Wednesday' : datum.dayOfWeek === 4 ? 'Thursday' : datum.dayOfWeek === 5 ? 'Friday' : 'Saturday'",
+ "as": "dayName"
+ },
+ {
+ "type": "aggregate",
+ "groupby": ["dayOfWeek", "dayName"],
+ "ops": ["sum", "count"],
+ "fields": ["absAmount", "absAmount"],
+ "as": ["totalSpent", "transactionCount"]
+ }
+ ]
+ }
+ },
+ {
+ "variableId": "formattedIncome",
+ "type": "string",
+ "initialValue": "$0.00",
+ "calculation": {
+ "vegaExpression": "'$' + format(length(data('totalIncome')) > 0 ? data('totalIncome')[0].total : 0, ',.2f')"
+ }
+ },
+ {
+ "variableId": "formattedExpenses",
+ "type": "string",
+ "initialValue": "$0.00",
+ "calculation": {
+ "vegaExpression": "'$' + format(abs(length(data('totalExpenses')) > 0 ? data('totalExpenses')[0].total : 0), ',.2f')"
+ }
+ },
+ {
+ "variableId": "formattedBalance",
+ "type": "string",
+ "initialValue": "$0.00",
+ "calculation": {
+ "vegaExpression": "'$' + format(length(data('currentBalance')) > 0 ? data('currentBalance')[0].total : 0, ',.2f')"
+ }
+ },
+ {
+ "variableId": "formattedSavings",
+ "type": "string",
+ "initialValue": "$0.00",
+ "calculation": {
+ "vegaExpression": "'$' + format(abs(length(data('totalSavings')) > 0 ? data('totalSavings')[0].total : 0), ',.2f')"
+ }
+ },
+ {
+ "variableId": "savingsRate",
+ "type": "string",
+ "initialValue": "0%",
+ "calculation": {
+ "vegaExpression": "format((abs(length(data('totalSavings')) > 0 ? data('totalSavings')[0].total : 0) / (length(data('totalIncome')) > 0 ? data('totalIncome')[0].total : 1)) * 100, '.1f') + '%'"
+ }
+ },
+ {
+ "variableId": "avgDailySpending",
+ "type": "string",
+ "initialValue": "$0.00",
+ "calculation": {
+ "vegaExpression": "'$' + format((abs(length(data('totalExpenses')) > 0 ? data('totalExpenses')[0].total : 0) / 30), ',.2f')"
+ }
+ }
+ ],
+ "groups": [
+ {
+ "groupId": "header",
+ "elements": [
+ "# 💰 Advanced Personal Financial Dashboard",
+ "**Deep insights into your spending habits and financial patterns**"
+ ]
+ },
+ {
+ "groupId": "summary",
+ "elements": [
+ "### 📊 Financial Overview",
+ "",
+ "**Total Income:** {{formattedIncome}}",
+ "**Total Expenses:** {{formattedExpenses}}",
+ "**Current Balance:** {{formattedBalance}}",
+ "**Total Savings:** {{formattedSavings}}",
+ "",
+ "#### Quick Stats",
+ {
+ "type": "tabulator",
+ "dataSourceName": "expensesByCategory",
+ "editable": false,
+ "cssClass": "compact-table",
+ "tabulatorOptions": {
+ "layout": "fitColumns",
+ "headerSort": false,
+ "initialSort": [
+ {"column": "totalAmount", "dir": "desc"}
+ ],
+ "columns": [
+ {
+ "title": "Category",
+ "field": "category",
+ "sorter": "string"
+ },
+ {
+ "title": "Total",
+ "field": "totalAmount",
+ "formatter": "money",
+ "formatterParams": {
+ "symbol": "$",
+ "precision": 2
+ },
+ "sorter": "number"
+ },
+ {
+ "title": "Transactions",
+ "field": "transactionCount",
+ "sorter": "number"
+ }
+ ]
+ }
+ }
+ ]
+ },
+ {
+ "groupId": "metrics",
+ "elements": [
+ "### 🎯 Key Metrics",
+ "",
+ "",
+ "
{{savingsRate}}
",
+ "
Savings Rate
",
+ "
",
+ "
{{avgDailySpending}}
",
+ "
Avg Daily Spending
",
+ "
",
- "
{{savingsRate}}
",
- "
Savings Rate
",
- "
",
- "
{{avgDailySpending}}
",
- "
Avg Daily Spending
",
- "