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@marcos_feitoza/personal-finance-frontend-feature-dashboard

v1.9.0

Published

Main dashboard experience for Personal Finance frontend.

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Links

Maintainers

marcos_feitozamarcos_feitoza

Keywords

Readme

Feature: Dashboard (Flutter)

Main dashboard experience for Personal Finance frontend.

Purpose

Provide financial overview and quick-entry workflows while exposing AI entry points in a lightweight way.

AI-Related Updates

1) Notification-first AI delivery

The old AI Insights card was removed from the dashboard surface.

AI insights are now delivered as notifications and surfaced through the bell icon + notifications screen.

2) Bell badge for unread AI messages

The dashboard app bar bell now shows unread count as a red badge:

  • unread count is fetched from backend notifications API
  • count refreshes after returning from Notifications screen

3) AI entry points kept in dashboard

  • Floating action button opens AI Advisor
  • drawer menu includes:
    • AI Advisor
    • AI Observability

4) Visual normalization (Home + AI Advisor)

Recent updates aligned Dashboard and AI Advisor with the shared design system:

  • Home FABs (AI Advisor and Refresh) now share the same dark-glass visual language and glow treatment.
  • AI Advisor screen now uses the unified shell style (GenaiBackdrop + constrained content width).
  • AI quick prompts and chat composer were adjusted for tablet/smaller widths to prevent overflow.
  • Chat action row (helpful/not helpful/copy/retry) now wraps instead of overflowing.

Integration Notes

This feature depends on:

  • core-services for notification count + AI operations
  • feature-profile for notifications UI
  • core-ui reusable widgets

Key Files

  • lib/screens/home_screen.dart
  • lib/viewmodels/dashboard_viewmodel.dart
  • lib/screens/ai_observability_screen.dart

Behavior

On data refresh, dashboard triggers AI notification generation (app_open trigger) and then fetches unread count.

This supports test interval mode today and daily 6:00 mode later.

Conteúdo Principal

  • lib/screens/home_screen.dart: A implementação principal da tela do dashboard, incluindo a lógica para buscar e exibir os dados agregados.
  • Widgets de Formulário (usados no dashboard): Integram formulários para adicionar salários, despesas e investimentos rapidamente.

Como Usar (Instalação como Dependência)

Este pacote é uma dependência local para a aplicação principal (personal-finance-frontend).

No pubspec.yaml da aplicação principal, adicione a seguinte linha em dependencies:

personal_finance_frontend_feature_dashboard:
  path: ../personal-finance-frontend-feature-dashboard

Features

  • Visão Geral Financeira: Exibe saldos de contas (cash, cartões, investimentos), resumos de despesas e receitas.
  • Transações Recentes: Mostra um histórico rápido das últimas transações.
  • Formulários de Entrada Rápida: Integra formulários para registro rápido de salários, despesas e investimentos.
  • Navegação: Contém o menu principal para navegar para outras features do aplicativo.

Atalhos para Import de Statement (CSV)

O Dashboard oferece um atalho para importar extratos de cartão de crédito:

  • Card Credit Cards → botão Import statement
    • abre diretamente a tela de import (feature-management)
    • já pré-seleciona o cartão atualmente escolhido no dropdown do card

Além disso, o menu lateral também expõe a tela diretamente:

  • Menu → Management → Import Statement (CSV)

Nota de UX: a seleção do cartão no card de Credit Cards é persistida no estado da tela para não resetar ao digitar o Statement Balance.