https://github.com/pedrolustosa/flowspire
Platform for managing personal finances, tracking transactions, creating budgets, and connecting users with financial advisors.
https://github.com/pedrolustosa/flowspire
angular api bearer-tokens bootstrap5 clean-architecture csharp ddd dotnetcore entityframeworkcore hangfire identity jwt oop real-time repository-pattern serilog signalr sqlite typescript
Last synced: 5 months ago
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Platform for managing personal finances, tracking transactions, creating budgets, and connecting users with financial advisors.
- Host: GitHub
- URL: https://github.com/pedrolustosa/flowspire
- Owner: Pedrolustosa
- Created: 2025-03-03T21:34:02.000Z (9 months ago)
- Default Branch: master
- Last Pushed: 2025-06-02T03:12:27.000Z (6 months ago)
- Last Synced: 2025-06-02T12:00:54.529Z (6 months ago)
- Topics: angular, api, bearer-tokens, bootstrap5, clean-architecture, csharp, ddd, dotnetcore, entityframeworkcore, hangfire, identity, jwt, oop, real-time, repository-pattern, serilog, signalr, sqlite, typescript
- Language: C#
- Homepage:
- Size: 8.38 MB
- Stars: 3
- Watchers: 2
- Forks: 0
- Open Issues: 0
-
Metadata Files:
- Readme: README.md
Awesome Lists containing this project
README
# Flowspire
**Flowspire** is a modern personal finance management application designed to help users track income and expenses, create budgets, and interact with financial advisors in real-time. Built with **Clean Architecture** and **Domain-Driven Design (DDD)** principles, the application provides a secure, scalable foundation for both users and financial advisors.
## 🎯 Project Overview
Flowspire aims to provide a robust and intuitive platform that enables:
- Comprehensive financial management with customizable categories, reports, and budgets
- Real-time communication between customers and financial advisors through an integrated chat system
- Secure authentication using JWT tokens with refresh token capability
- Role-based access control (Administrator, FinancialAdvisor, Customer)
- Enhanced user experience with real-time notifications and advanced validations
## 🛠️ Technology Stack
### Backend (API)
- **Framework**: .NET 8.0
- **ORM**: Entity Framework Core with SQLite database
- **Authentication**: ASP.NET Identity with JWT tokens
- **Real-time Communication**: SignalR for chat and notifications
- **API Documentation**: Swagger/OpenAPI
- **Validation**: FluentValidation
- **Database**: SQLite (lightweight, perfect for development)
### Frontend (APP)
- **Framework**: Angular 18
- **UI Components**: Bootstrap 5.3, ngx-bootstrap 18.0
- **Icons**: Font Awesome 6.7.2
- **Charts**: Chart.js 4.4
- **PDF Generation**: jsPDF 3.0
- **Notifications**: ngx-toastr 19.0
- **Loading Indicator**: ngx-spinner 18.0
- **Real-time Communication**: SignalR (@microsoft/signalr 8.0)
## 🏗️ Architecture
The project follows **Clean Architecture** principles with a clear separation of concerns:
### Backend Architecture
```
Flowspire-api/
├── Flowspire.API # Presentation layer (Controllers, Hubs)
├── Flowspire.Application # Application layer (Services, DTOs)
├── Flowspire.Domain # Domain layer (Entities, Interfaces, Hubs)
├── Flowspire.Infra # Infrastructure layer (Repositories, DB Context)
└── Flowspire.Infra.IoC # Dependency Injection configuration
```
### Frontend Architecture
```
Flowspire-app/
├── src/
│ ├── app/ # Application components
│ ├── assets/ # Static assets
│ ├── environments/ # Environment configurations
│ └── styles/ # Global styles
├── server.ts # Server-side rendering configuration
└── angular.json # Angular configuration
```
### Key Features
- **User Management**: Registration, authentication, and role-based authorization
- **Financial Management**: Transactions, categories, and budgets
- **Advisor Integration**: Customer-advisor relationships and communication
- **Real-time Chat**: Integrated messaging system between customers and advisors
- **Financial Reports**: Comprehensive financial analysis and reporting
- **Responsive UI**: Modern interface that works across devices
- **PDF Export**: Generate and download financial reports
## 🚀 Getting Started
### Prerequisites
- [.NET 8 SDK](https://dotnet.microsoft.com/download/dotnet/8.0)
- [Node.js](https://nodejs.org/) (LTS version)
- [Angular CLI](https://angular.io/cli)
- Visual Studio 2022 or another compatible IDE
- SQLite (included, no additional installation required)
### Installation
#### Backend (API)
1. **Clone the Repository**
```bash
git clone https://github.com/pedrolustosa/Flowspire.git
cd Flowspire
```
2. **Restore Dependencies**
```bash
cd Flowspire-api
dotnet restore
```
3. **Set Up the Database**
```bash
dotnet ef migrations add InitialMigration --project Flowspire.Infra --startup-project Flowspire.API
dotnet ef database update --project Flowspire.Infra --startup-project Flowspire.API
```
4. **Run the API**
```bash
cd Flowspire.API
dotnet run
```
5. **Access the API**
- Swagger UI: `https://localhost:5240/swagger`
- API Endpoints: `https://localhost:5240/api`
#### Frontend (APP)
1. **Install Dependencies**
```bash
cd Flowspire-app
npm install
```
2. **Run the Application**
```bash
ng serve
```
3. **Access the Application**
- Open your browser and navigate to: `http://localhost:4200`
## 🤝 Contributing
1. Fork the repository
2. Create your feature branch (`git checkout -b feature/amazing-feature`)
3. Commit your changes (`git commit -m 'Add amazing feature'`)
4. Push to the branch (`git push origin feature/amazing-feature`)
5. Open a Pull Request
## 📄 License
This project is licensed under the MIT License - see the [LICENSE](LICENSE.txt) file for details.
## 🔗 Links
- [Documentation](https://github.com/pedrolustosa/Flowspire/wiki)
- [Issue Tracker](https://github.com/pedrolustosa/Flowspire/issues)
---
Built with ❤️ by [Pedro Lustosa](https://github.com/pedrolustosa)