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https://github.com/nevin100/invoicer-v1

Invoicer v1 is a modern, full-stack monolithic invoice and finance management platform. The platform is designed to help individuals, freelancers, and small businesses manage invoices, expenses, clients, payments, and analytics from responsive dashboards.
https://github.com/nevin100/invoicer-v1

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Invoicer v1 is a modern, full-stack monolithic invoice and finance management platform. The platform is designed to help individuals, freelancers, and small businesses manage invoices, expenses, clients, payments, and analytics from responsive dashboards.

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# ๐Ÿงพ Invoicer v1


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> โšก A modern full-stack + GenAI - invoice & finance management platform
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# ๐Ÿ“Œ Overview

**Invoicer v1** is a production-structured financial management system designed for freelancers, startups, and small businesses.

It provides a complete workflow for:

- Invoice lifecycle management
- Expense tracking & categorization
- Client management
- Secure online payments
- Financial analytics dashboard
- Structured data exports
- Ai Eval Reports + Insights using Tavilly API + Groq API
The architecture is designed to evolve into a scalable SaaS-ready financial operating system.

---

# ๐Ÿ—๏ธ Architecture

| Layer | Technology |
|-------|------------|
| Frontend | Next.js (App Router), React, TypeScript |
| Backend | Next.js API Routes |
| Database | MongoDB + Mongoose |
| State Management | Redux Toolkit |
| Validation | Zod |
| Authentication | JWT |
| Payments | Razorpay |
| CI/CD Pipelines | Github Actions |
| Deployment | Vercel |
| Containerization | Docker |
| Caching | Redis |

---

# ๐Ÿ“Š Development Status

| Module | Status |
|--------|--------|
| Authentication (JWT) | โœ… Completed |
| Dashboard UI | โœ… Completed |
| Expense Management | โœ… Completed |
| Client Management | โœ… Completed |
| Razorpay Integration | โœ… Completed |
| Excel Export | โœ… Completed |
| Financial Analytics | โœ… Completed |
| Invoice Creation | โœ… Completed |
| Invoice Emailing | โœ… Completed |
| Inventory Management | โœ… Completed |
| Google OAuth Integration | โœ… Completed |
| SAAS Service Credit System + Services Launch | โœ… Completed |
| AI Insights | โœ… Completed |
| AI Report Generation | โœ… Completed |
| AI Export Feature + History | โœ… Completed |

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# โœจ Features

## ๐Ÿ” Authentication & Security

- JWT-based authentication
- Password hashing using bcrypt
- Secure API routes
- User-scoped database access
- Zod schema validation
- Middleware protection

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## ๐Ÿ‘ฅ Client Management

- Add, edit, delete clients
- Client-linked invoices
- Client-linked expenses
- Structured relational references

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## ๐Ÿ’ธ Expense Management

- Add / edit / delete expenses
- Category-based tracking
- Date-based filtering
- Monthly aggregation logic
- Top spending category detection
- Dashboard integration
- Excel export functionality

---

## ๐Ÿงพ Invoice System

- Dynamic invoice creation
- Auto-filled client billing section
- Multiple line items
- Tax & discount calculations
- Recurring invoice flag support
- Automatic invoice number generation
- Payment status tracking (Paid / Pending)

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## ๐Ÿ’ณ Razorpay Payment Integration

- Secure order creation
- Payment verification
- Success & failure handling
- Invoice status auto-update

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## ๐Ÿ“Š Financial Analytics

- Monthly expense trends
- Client growth metrics
- Aggregated totals
- Interactive charts (Recharts)
- Responsive dashboard
- Skeleton loaders & empty states

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## ๐Ÿ“ค Data Export

- Export expenses to Excel
- Structured spreadsheet output
- Accounting-ready formatting

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## ๐Ÿ“ฑ Responsive Design

- Mobile-first layout
- Sidebar navigation system
- Adaptive dashboards
- Optimized for Desktop / Tablet / Mobile

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## ๐Ÿ“ฑ AI capabilities:

- Spending pattern analysis
- Financial anomaly detection
- Predictive cash-flow insights

Goal: Transform Invoicer into a smart financial insight assistant.

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# ๐Ÿ› ๏ธ Tech Stack

### Frontend
- Next.js
- React
- TypeScript
- Tailwind CSS
- Recharts
- Radix UI
- Lucide Icons

### Backend
- Next.js API Routes
- MongoDB
- Mongoose
- JWT
- Zod
- Bcrypt

### State & Utilities
- Redux Toolkit
- React Hook Form
- Axios
- ExcelJS
- File Saver
- Date-Fns

---

# ๐Ÿ“ท Images:
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# โš™๏ธ Installation & Setup

```bash
# Clone repository
git clone https://github.com/Nevin100/Invoicer-v1.git

# Navigate to project
cd Invoicer-v1

# Install dependencies
npm install

# Create.env file then paste the redentials required and then run
npm run dev
```