Is your feature request related to a problem? Please describe.
Currently, when users type /today, /week, or /month, they receive basic balance summaries. However, users need more detailed insights to understand their financial activities better—they want to see:
- Comprehensive summaries with key metrics (total income, total expenses, net balance)
- Complete list of transactions for the specified period
- Transaction details including: date, time, vendor/contact name, amount, transaction intent/category
- Quick visual breakdown of cash flow
Describe the solution you'd like
Enhance the existing reporting commands to return detailed reports with:
-
Summary Section:
- Total credits (income)
- Total debits (expenses)
- Net balance for the period
- Transaction count
-
Transactions List:
Each transaction should display:
- Date & Time
- Contact/Vendor Name
- Amount (with direction indicator: ↓ for debit, ↑ for credit)
- Intent/Category/Tags
- Optional: Description/Notes from the original entry
-
Command Support:
/today entries → Today's transactions with summary
/yesterday entries → Yesterday's transactions with summary
/week entries → This week's transactions with summary
/month entries → This month's transactions with summary
- Natural language variations like "Show me today's transactions" or "What happened yesterday?"
-
Output Format:
- WhatsApp message: Concise summary with transaction count
- PDF option: Detailed report with full transaction breakdown for record-keeping
Describe alternatives you've considered
- Keep responses as single messages with abbreviated transaction lists
- Generate only PDF reports without inline WhatsApp previews
- Create a web dashboard (outside scope, but potential future enhancement)
Additional context
This feature is essential for Blipko's core use case—small business owners, teachers, and freelancers need to verify daily/weekly/monthly activities for reconciliation, tax purposes, and business decisions. The transaction-level detail will help users:
- Quickly audit their records
- Identify duplicate entries or errors
- Answer client questions about specific transactions
- Maintain records for GST/tax compliance
- Generate monthly financial summaries for stakeholders
Is your feature request related to a problem? Please describe.
Currently, when users type
/today,/week, or/month, they receive basic balance summaries. However, users need more detailed insights to understand their financial activities better—they want to see:Describe the solution you'd like
Enhance the existing reporting commands to return detailed reports with:
Summary Section:
Transactions List:
Each transaction should display:
Command Support:
/today entries→ Today's transactions with summary/yesterday entries→ Yesterday's transactions with summary/week entries→ This week's transactions with summary/month entries→ This month's transactions with summaryOutput Format:
Describe alternatives you've considered
Additional context
This feature is essential for Blipko's core use case—small business owners, teachers, and freelancers need to verify daily/weekly/monthly activities for reconciliation, tax purposes, and business decisions. The transaction-level detail will help users: