💰 FinanceTracker: AI-Powered Wealth Management

Live Demo: https://fj-be-r2-varun-damani-vit-vellore-1.onrender.com

FinanceTracker is a high-performance, full-stack Financial Dashboard designed to provide users with deep insights into their household economy. By combining PostgreSQL data persistence with Google Gemini AI, the platform transforms raw transactions into actionable financial wisdom.

---

🚀 Key Features

• AI Insights Advisor: Leverages Google Gemini AI to analyze spending habits and provide personalized budget optimization feedback.
• Dynamic Visual Analytics: Real-time 7-day cash flow trends and categorical expense distribution powered by Chart.js.
• Visual Ledger: Highly scannable transaction history featuring Emerald Green (+) for income and Rose Red (-) for expenses.
• CSV Bank Import: Automated transaction import from bank statements with smart categorization.
• Multi-Currency Engine: Global readiness with real-time switching between INR (₹), USD ($), and EUR (€).
• Advanced Data Filtering: Instant search and multi-parameter filtering (type, category, date) with a dedicated Reset Filter UI.
• 🔒 Enhanced Security: Rate limiting, input validation, secure authentication, and comprehensive logging.
• 🧪 Testing Suite: Comprehensive test coverage with Jest and automated testing workflows.
• 📊 Structured Logging: Winston-based logging system for monitoring and debugging.

---

📸 Dashboard Preview

1. Real-time Cash Flow Analytics

2. Gemini AI Insights & Transaction Entry

3. Expense Distribution & Budget Tracking

.4 Custom Category Management & Financial Goal Tracking

5. Searchable Transaction History

---

🛠️ The Tech Stack

Layer	Technology Used
Deployment	Render (Live Production)
Frontend	Tailwind CSS, JavaScript (ES6+), Chart.js
Backend	Node.js, Express.js
Database	PostgreSQL (Hosted on Neon.tech)
ORM	Sequelize
AI Integration	Google Gemini 2.5 Flash API
Authentication	JWT (JSON Web Tokens) & Google OAuth 2.0
Security	Rate Limiting, Input Validation, CORS
Testing	Jest, Supertest
Logging	Winston

---

🏛️ Architecture & Clean Code

This project strictly adheres to the Model-View-Controller (MVC) design pattern to ensure scalability and separation of concerns.

• Models: Managed via Sequelize for schema-based data integrity.
• Controllers: Decoupled business logic handling Authentication, Transactions, AI Analysis, and File Uploads.
• Security: Production-ready environment variable protection via .gitignore to secure sensitive API keys.
• Middleware: Centralized validation, rate limiting, and error handling.
• Testing: Comprehensive test suite with automated coverage reporting.

---

⚙️ Setup & Installation

1. Clone the repository:

   git clone https://github.com/Varun2045/FJ-BE-R2-Varun-Damani-VIT-Vellore.git
   cd FJ-BE-R2-Varun-Damani-VIT-Vellore

2. Install dependencies:

   npm install

3. Configure Environment Variables: Copy the example environment file and configure:

   cp .env.example .env

   Edit .env file and add your configuration:

   PORT=3000
   DATABASE_URL=your_neon_postgresql_url
   JWT_SECRET=your_super_secret_jwt_key_here_at_least_32_characters_long
   GEMINI_API_KEY=your_google_ai_key
   GOOGLE_CLIENT_ID=your_google_id
   GOOGLE_CLIENT_SECRET=your_google_secret
   BASE_URL=http://localhost:3000

4. Launch the Server:

   npm run dev

   • Local access: Open http://localhost:3000 to view the dashboard.
   • Production access: https://fj-be-r2-varun-damani-vit-vellore-1.onrender.com

---

🧪 Testing

Run the test suite:

# Run all tests
npm test

# Run tests in watch mode
npm run test:watch

# Run tests with coverage report
npm run test:coverage

---

🔧 Development Tools

# Lint code
npm run lint

# Fix linting issues
npm run lint:fix

# Format code
npm run format

---

📝 API Documentation

Authentication Endpoints

• POST /api/auth/register - User registration with validation
• POST /api/auth/login - User login with rate limiting
• GET /api/auth/google - Initiate Google OAuth
• GET /api/auth/google/callback - Google OAuth callback

Transaction Endpoints

• GET /api/transactions - Get user transactions
• POST /api/transactions - Create new transaction
• PUT /api/transactions/:id - Update transaction
• DELETE /api/transactions/:id - Delete transaction

Bank Import Endpoints

• POST /api/bank/import/upload - Import transactions from CSV bank statement

Security Features

• Rate Limiting: Auth endpoints (5/15min), AI endpoints (20/hour)
• Input Validation: Comprehensive validation using express-validator
• CORS Protection: Environment-based CORS configuration
• Structured Logging: Winston-based logging with security event tracking

---

📝 License

Distributed under the MIT License.