EstateSync

EstateSync is a comprehensive, role-based Fund Management & Accounting System. It is designed to manage organizational funds, employee/team wallets, expense requests, approvals, allocations, and full financial transactional auditing.

The system operates with strict Role-Based Access Control (RBAC) and immutable PostgreSQL transactional logic to ensure that every rupee moved within the organization is tracked and that wallet balances never go negative.

Tech Stack

• Frontend: Next.js, React, Tailwind CSS
• Backend: Node.js, Express.js
• Database: PostgreSQL
• ORM: Prisma
• Authentication: JSON Web Tokens (JWT) + bcrypt

Core Features

• Hierarchical Wallets: Real-time wallet tracking for Admins, Managers, and Employees.
• Strict Atomic Transactions: Funds are transferred safely using Prisma $transaction blocks to prevent race conditions.
• Fund Requests: Employees can request funds from managers; managers can request from Admins.
• Expense Tracking: Users can upload categorized expenses which automatically deduct from their wallet balances.
• Real-Time Dashboards: Dynamic statistical aggregation to show organizational cash, manager budgets, and employee spends.
• Immutable Ledger: Every fund movement is recorded in a central WalletTransaction ledger.

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Local Setup Instructions

Prerequisites

• Node.js (v18+)
• PostgreSQL (Local or Cloud URL)

1. Database Configuration

1. Navigate to the backend directory.
2. Create a .env file (if not already present).
3. Set your PostgreSQL database connection string and JWT secrets:

   DATABASE_URL="postgresql://username:password@localhost:5432/estatesync?schema=public"
   JWT_SECRET="your_jwt_secret_here"
   JWT_REFRESH_SECRET="your_refresh_secret_here"
   PORT=4000

2. Backend Setup

Open a terminal and run the following commands:

cd backend
npm install

Initialize the Database: Push the Prisma schema to your database to create the tables:

npx prisma db push

Seed the Database: Run the seeder script. This will create the required roles, permissions, categories, and dummy users (along with their wallets).

node prisma/seed.js

The seeder creates 6 test users. They all use the password password123.

• admin@estatesync.local
• manager@estatesync.local
• sales@estatesync.local
• marketing@estatesync.local
• accounting@estatesync.local
• other@estatesync.local

Start the Backend Server:

npm run dev

The API will be available at http://localhost:4000.

3. Frontend Setup

Open a new terminal and run the following commands:

cd frontend
npm install
npm run dev

The web application will be available at http://localhost:3000.

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Project Structure

• backend/prisma/schema.prisma - The core database schema and relationships.
• backend/src/controller/ - Business logic for expenses, wallets, fund requests, and live dashboard stats.
• frontend/src/app/dashboards/ - Next.js page routes for the role-specific dashboards.
• frontend/src/components/ - Reusable React components (Forms, Tables, Stats).
• prd.md - The Product Requirements Document defining the exact behavior of the system.
• complete.md - The current feature completion tracking matrix.

Troubleshooting

• Token Expired Error on Frontend: JWT tokens currently expire after 24 hours. Simply click "Logout" in the sidebar and log back in to refresh your token.
• Prisma Schema Changes: If you modify schema.prisma, run npx prisma db push to sync the changes to your database.