├── .github └── workflows │ └── codeql.yml ├── .gitignore ├── LICENSE ├── README.md ├── SECURITY.md ├── backend ├── .gitignore ├── controllers │ ├── account.js │ ├── category.js │ ├── chart.js │ ├── family.js │ ├── transaction.js │ └── user.js ├── database │ └── database.js ├── middleware │ └── auth.js ├── models │ ├── account.js │ ├── category.js │ ├── family.js │ ├── transaction.js │ └── user.js ├── package-lock.json ├── package.json └── server.js ├── frontend ├── .gitignore ├── README.md ├── package-lock.json ├── package.json ├── public │ ├── favicon.ico │ ├── index.html │ ├── logo192.png │ ├── logo512.png │ ├── manifest.json │ └── robots.txt └── src │ ├── App.js │ ├── App.test.js │ ├── Components │ ├── Chart.js │ ├── Common │ │ └── NavbarComponent.jsx │ ├── Finances │ │ ├── FinancesTable.jsx │ │ ├── SearchFilters.jsx │ │ ├── TableComponent.jsx │ │ └── index.js │ ├── Form │ │ ├── CreateForm.css │ │ └── CreateForm.jsx │ ├── Home │ │ ├── Features.jsx │ │ ├── Footer.jsx │ │ ├── HeroSection.jsx │ │ ├── LoginModal.jsx │ │ └── index.js │ └── PieChart.js │ ├── apis │ ├── category.js │ ├── index.js │ ├── transactions.js │ └── users.js │ ├── contexts │ └── AuthContext.jsx │ ├── index.css │ ├── index.js │ ├── pages │ ├── AccountsPage.jsx │ ├── CategoryPage.jsx │ ├── DashboardPage.jsx │ ├── FinancesPage.jsx │ ├── Homepage.jsx │ ├── NotFoundPage.jsx │ └── index.js │ ├── reportWebVitals.js │ ├── routes │ └── PrivateRoutes.jsx │ ├── setupTests.js │ ├── styles │ ├── _base.scss │ ├── pages │ │ ├── _finances.scss │ │ ├── _home.scss │ │ └── _notfound.scss │ └── styles.scss │ └── utils │ ├── chart-mock-data.js │ ├── constants.js │ ├── pie-mock-data.js │ └── table-mock-data.js ├── media ├── Architecture.png ├── Chaitanya.png ├── Daya.png ├── Gourav.png ├── Signin.png ├── Vipul.png ├── accounts.jpg ├── add-account.jpg ├── add-category.jpg ├── categories.jpg ├── create-transaction.jpg ├── dashboard.jpg ├── data-model.png ├── hackathon_video.webm ├── landing-page.png ├── register.png ├── reports.jpg └── transactions.jpg ├── screenshots.md └── userguide.md /.github/workflows/codeql.yml: -------------------------------------------------------------------------------- 1 | # For most projects, this workflow file will not need changing; you simply need 2 | # to commit it to your repository. 3 | # 4 | # You may wish to alter this file to override the set of languages analyzed, 5 | # or to provide custom queries or build logic. 6 | # 7 | # ******** NOTE ******** 8 | # We have attempted to detect the languages in your repository. Please check 9 | # the `language` matrix defined below to confirm you have the correct set of 10 | # supported CodeQL languages. 11 | # 12 | name: "CodeQL" 13 | 14 | on: 15 | push: 16 | branches: [ "main" ] 17 | pull_request: 18 | # The branches below must be a subset of the branches above 19 | branches: [ "main" ] 20 | schedule: 21 | - cron: '44 22 * * 0' 22 | 23 | jobs: 24 | analyze: 25 | name: Analyze 26 | runs-on: ${{ (matrix.language == 'swift' && 'macos-latest') || 'ubuntu-latest' }} 27 | timeout-minutes: ${{ (matrix.language == 'swift' && 120) || 360 }} 28 | permissions: 29 | actions: read 30 | contents: read 31 | security-events: write 32 | 33 | strategy: 34 | fail-fast: false 35 | matrix: 36 | language: [ 'javascript' ] 37 | # CodeQL supports [ 'cpp', 'csharp', 'go', 'java', 'javascript', 'python', 'ruby', 'swift' ] 38 | # Use only 'java' to analyze code written in Java, Kotlin or both 39 | # Use only 'javascript' to analyze code written in JavaScript, TypeScript or both 40 | # Learn more about CodeQL language support at https://aka.ms/codeql-docs/language-support 41 | 42 | steps: 43 | - name: Checkout repository 44 | uses: actions/checkout@v3 45 | 46 | # Initializes the CodeQL tools for scanning. 47 | - name: Initialize CodeQL 48 | uses: github/codeql-action/init@v2 49 | with: 50 | languages: ${{ matrix.language }} 51 | # If you wish to specify custom queries, you can do so here or in a config file. 52 | # By default, queries listed here will override any specified in a config file. 53 | # Prefix the list here with "+" to use these queries and those in the config file. 54 | 55 | # For more details on CodeQL's query packs, refer to: https://docs.github.com/en/code-security/code-scanning/automatically-scanning-your-code-for-vulnerabilities-and-errors/configuring-code-scanning#using-queries-in-ql-packs 56 | # queries: security-extended,security-and-quality 57 | 58 | 59 | # Autobuild attempts to build any compiled languages (C/C++, C#, Go, Java, or Swift). 60 | # If this step fails, then you should remove it and run the build manually (see below) 61 | - name: Autobuild 62 | uses: github/codeql-action/autobuild@v2 63 | 64 | # ℹ️ Command-line programs to run using the OS shell. 65 | # 📚 See https://docs.github.com/en/actions/using-workflows/workflow-syntax-for-github-actions#jobsjob_idstepsrun 66 | 67 | # If the Autobuild fails above, remove it and uncomment the following three lines. 68 | # modify them (or add more) to build your code if your project, please refer to the EXAMPLE below for guidance. 69 | 70 | # - run: | 71 | # echo "Run, Build Application using script" 72 | # ./location_of_script_within_repo/buildscript.sh 73 | 74 | - name: Perform CodeQL Analysis 75 | uses: github/codeql-action/analyze@v2 76 | with: 77 | category: "/language:${{matrix.language}}" 78 | -------------------------------------------------------------------------------- /.gitignore: -------------------------------------------------------------------------------- 1 | frontend/node_modules 2 | backend/node_modules 3 | build/ 4 | .vscode/ 5 | .vs/ 6 | ./backend/.env 7 | package-lock.json -------------------------------------------------------------------------------- /LICENSE: -------------------------------------------------------------------------------- 1 | GNU GENERAL PUBLIC LICENSE 2 | Version 3, 29 June 2007 3 | 4 | Copyright (C) 2007 Free Software Foundation, Inc. 5 | Everyone is permitted to copy and distribute verbatim copies 6 | of this license document, but changing it is not allowed. 7 | 8 | Preamble 9 | 10 | The GNU General Public License is a free, copyleft license for 11 | software and other kinds of works. 12 | 13 | The licenses for most software and other practical works are designed 14 | to take away your freedom to share and change the works. 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No Surrender of Others' Freedom. 541 | 542 | If conditions are imposed on you (whether by court order, agreement or 543 | otherwise) that contradict the conditions of this License, they do not 544 | excuse you from the conditions of this License. If you cannot convey a 545 | covered work so as to satisfy simultaneously your obligations under this 546 | License and any other pertinent obligations, then as a consequence you may 547 | not convey it at all. For example, if you agree to terms that obligate you 548 | to collect a royalty for further conveying from those to whom you convey 549 | the Program, the only way you could satisfy both those terms and this 550 | License would be to refrain entirely from conveying the Program. 551 | 552 | 13. Use with the GNU Affero General Public License. 553 | 554 | Notwithstanding any other provision of this License, you have 555 | permission to link or combine any covered work with a work licensed 556 | under version 3 of the GNU Affero General Public License into a single 557 | combined work, and to convey the resulting work. The terms of this 558 | License will continue to apply to the part which is the covered work, 559 | but the special requirements of the GNU Affero General Public License, 560 | section 13, concerning interaction through a network will apply to the 561 | combination as such. 562 | 563 | 14. Revised Versions of this License. 564 | 565 | The Free Software Foundation may publish revised and/or new versions of 566 | the GNU General Public License from time to time. Such new versions will 567 | be similar in spirit to the present version, but may differ in detail to 568 | address new problems or concerns. 569 | 570 | Each version is given a distinguishing version number. If the 571 | Program specifies that a certain numbered version of the GNU General 572 | Public License "or any later version" applies to it, you have the 573 | option of following the terms and conditions either of that numbered 574 | version or of any later version published by the Free Software 575 | Foundation. If the Program does not specify a version number of the 576 | GNU General Public License, you may choose any version ever published 577 | by the Free Software Foundation. 578 | 579 | If the Program specifies that a proxy can decide which future 580 | versions of the GNU General Public License can be used, that proxy's 581 | public statement of acceptance of a version permanently authorizes you 582 | to choose that version for the Program. 583 | 584 | Later license versions may give you additional or different 585 | permissions. However, no additional obligations are imposed on any 586 | author or copyright holder as a result of your choosing to follow a 587 | later version. 588 | 589 | 15. Disclaimer of Warranty. 590 | 591 | THERE IS NO WARRANTY FOR THE PROGRAM, TO THE EXTENT PERMITTED BY 592 | APPLICABLE LAW. EXCEPT WHEN OTHERWISE STATED IN WRITING THE COPYRIGHT 593 | HOLDERS AND/OR OTHER PARTIES PROVIDE THE PROGRAM "AS IS" WITHOUT WARRANTY 594 | OF ANY KIND, EITHER EXPRESSED OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, 595 | THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR 596 | PURPOSE. THE ENTIRE RISK AS TO THE QUALITY AND PERFORMANCE OF THE PROGRAM 597 | IS WITH YOU. SHOULD THE PROGRAM PROVE DEFECTIVE, YOU ASSUME THE COST OF 598 | ALL NECESSARY SERVICING, REPAIR OR CORRECTION. 599 | 600 | 16. Limitation of Liability. 601 | 602 | IN NO EVENT UNLESS REQUIRED BY APPLICABLE LAW OR AGREED TO IN WRITING 603 | WILL ANY COPYRIGHT HOLDER, OR ANY OTHER PARTY WHO MODIFIES AND/OR CONVEYS 604 | THE PROGRAM AS PERMITTED ABOVE, BE LIABLE TO YOU FOR DAMAGES, INCLUDING ANY 605 | GENERAL, SPECIAL, INCIDENTAL OR CONSEQUENTIAL DAMAGES ARISING OUT OF THE 606 | USE OR INABILITY TO USE THE PROGRAM (INCLUDING BUT NOT LIMITED TO LOSS OF 607 | DATA OR DATA BEING RENDERED INACCURATE OR LOSSES SUSTAINED BY YOU OR THIRD 608 | PARTIES OR A FAILURE OF THE PROGRAM TO OPERATE WITH ANY OTHER PROGRAMS), 609 | EVEN IF SUCH HOLDER OR OTHER PARTY HAS BEEN ADVISED OF THE POSSIBILITY OF 610 | SUCH DAMAGES. 611 | 612 | 17. Interpretation of Sections 15 and 16. 613 | 614 | If the disclaimer of warranty and limitation of liability provided 615 | above cannot be given local legal effect according to their terms, 616 | reviewing courts shall apply local law that most closely approximates 617 | an absolute waiver of all civil liability in connection with the 618 | Program, unless a warranty or assumption of liability accompanies a 619 | copy of the Program in return for a fee. 620 | 621 | END OF TERMS AND CONDITIONS 622 | 623 | How to Apply These Terms to Your New Programs 624 | 625 | If you develop a new program, and you want it to be of the greatest 626 | possible use to the public, the best way to achieve this is to make it 627 | free software which everyone can redistribute and change under these terms. 628 | 629 | To do so, attach the following notices to the program. It is safest 630 | to attach them to the start of each source file to most effectively 631 | state the exclusion of warranty; and each file should have at least 632 | the "copyright" line and a pointer to where the full notice is found. 633 | 634 | 635 | Copyright (C) 636 | 637 | This program is free software: you can redistribute it and/or modify 638 | it under the terms of the GNU General Public License as published by 639 | the Free Software Foundation, either version 3 of the License, or 640 | (at your option) any later version. 641 | 642 | This program is distributed in the hope that it will be useful, 643 | but WITHOUT ANY WARRANTY; without even the implied warranty of 644 | MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the 645 | GNU General Public License for more details. 646 | 647 | You should have received a copy of the GNU General Public License 648 | along with this program. If not, see . 649 | 650 | Also add information on how to contact you by electronic and paper mail. 651 | 652 | If the program does terminal interaction, make it output a short 653 | notice like this when it starts in an interactive mode: 654 | 655 | Copyright (C) 656 | This program comes with ABSOLUTELY NO WARRANTY; for details type `show w'. 657 | This is free software, and you are welcome to redistribute it 658 | under certain conditions; type `show c' for details. 659 | 660 | The hypothetical commands `show w' and `show c' should show the appropriate 661 | parts of the General Public License. Of course, your program's commands 662 | might be different; for a GUI interface, you would use an "about box". 663 | 664 | You should also get your employer (if you work as a programmer) or school, 665 | if any, to sign a "copyright disclaimer" for the program, if necessary. 666 | For more information on this, and how to apply and follow the GNU GPL, see 667 | . 668 | 669 | The GNU General Public License does not permit incorporating your program 670 | into proprietary programs. If your program is a subroutine library, you 671 | may consider it more useful to permit linking proprietary applications with 672 | the library. If this is what you want to do, use the GNU Lesser General 673 | Public License instead of this License. But first, please read 674 | . 675 | -------------------------------------------------------------------------------- /README.md: -------------------------------------------------------------------------------- 1 | # Personal Finance Tracker 2 | 3 | The Personal Finance Tracker is a web-based application built with JavaScript, HTML, and CSS and node.js. It allows users to track their income and expenses, manage categories, and monitor their financial transactions. 4 | 5 | The application is designed to be simple, intuitive, and user-friendly. It provides a clean, modern, and responsive user interface that is easy to navigate and understand. It also offers a range of features to help users manage their finances effectively. 6 | 7 | # Screenshots 8 | 9 | More detailed information like [Screenshots](./screenshots.md), a [Demo Video](./media/hackathon_video.webm), a [Youtube Video](https://youtu.be/B71sPOImtVA), about the application extensive [Features](./userguide.md#features), and intutive usage can be found in the [User Guide](./userguide.md) and [Screenshots](./screenshots.md) file. 10 | 11 | # Development Details 12 | 13 | The project has been developed as a part of [Fastest Coder Hackathon](https://www.fastestcoderfirst.com/) project with extensive [usage of Github CoPilot](#github-copilot-usage). 14 | 15 | ## GitHub Copilot Usage 16 | 17 | During the development of this project, we leveraged the power of GitHub Copilot, an AI-powered code generation tool. Copilot assisted us in various aspects of the development process, providing intelligent code suggestions and automating repetitive coding tasks. Here's how we used Copilot and the benefits it provided: 18 | 19 | 1. **Code Generation:** Copilot helped us generate boilerplate code, complex algorithms, and common programming patterns. By understanding our code context, it provided accurate and contextually relevant code snippets, saving us time and effort. 20 | 21 | 2. **Enhanced Productivity:** With Copilot's assistance, we were able to accelerate our development speed and productivity. It significantly reduced the time spent on searching for documentation, researching solutions, and writing repetitive code, allowing us to focus on more critical aspects of the project. 22 | 23 | 3. **Improved Code Quality:** Copilot's suggestions were aligned with coding conventions and best practices, leading to cleaner, more maintainable code. It helped us catch potential bugs, encouraged consistent code structures, and adhered to industry-standard practices, resulting in improved code quality. 24 | 25 | 4. **Learning Resource:** Copilot served as a valuable learning tool throughout the project. By observing the code suggestions provided by Copilot, we gained insights into programming patterns, idiomatic expressions, and industry-standard practices. This allowed us to enhance our coding skills and deepen our understanding of the programming language. 26 | 27 | 5. **Documentation Assistance:** Copilot helped us generate documentation for our code. It provided accurate and contextually relevant comments, allowing us to quickly and efficiently document our code. Even in writing this readme file a lot of assitance was provided by Copilot! 28 | 29 | It's important to note that while Copilot provided significant assistance, we reviewed and validated all generated code to ensure it aligned with our project requirements and followed our coding standards. Copilot should be used as a supportive tool, complementing our expertise and judgment as developers. 30 | 31 | Overall, GitHub Copilot proved to be a valuable asset, helping us streamline our development process, improve productivity, and produce high-quality code efficiently. 32 | 33 | 34 | ## Architecure and Technical Details 35 | 36 | The project is developed using the following MERN technologies and frameworks: 37 | 38 | - Frontend: JavaScript, HTML, CSS 39 | - Backend: Node.js with Express 40 | - Database: mongoDB 41 | 42 | ![Architecture Diagram](./media/Architecture.png) 43 | 44 | The application follows a client-server architecture. The frontend is built using JavaScript, HTML, and CSS. The backend is built using Node.js with Express. The database is built using mongoDB. 45 | 46 | ## Development Team 47 | The project is developed from scratch by the team members and no code was copied from any other source. 48 | 49 | | Name | Github Handle | Role | Image | 50 | | --- | --- | --- | --- | 51 | | [Vipul Taneja](https://www.linkedin.com/in/vipultaneja) | @vipulTaneja | Team Lead | ![Vipul](./media/Vipul.png) | 52 | | [Gourav Kumar Singh](https://www.linkedin.com/in/gourav-kumar-singh-246b4621b/) | @champgourav007 | Full Stack Developer | ![Gourav](./media/Gourav.png) | 53 | | [Daya Singh](https://www.linkedin.com/in/daya-singh10/) | @dayalubana | Full Stack Developer | ![Daya](./media/Daya.png) | 54 | | [Chaitanya Gupta](https://www.linkedin.com/in/guptachaitanya/) | @Chaitanya31612 | Full Stack Developer | ![Chaitanya](./media/Chaitanya.png) | 55 | 56 | ## Data Model 57 | 58 | The application consists of the following entities: 59 | 60 | ![data model](./media/data-model.png) 61 | 62 | 1. Transaction: 63 | - ID: String or Number 64 | - Description: String 65 | - Amount: Number 66 | - Type: String (income or expense) 67 | 68 | 2. User: 69 | - ID: String or Number 70 | - Username: String 71 | - Email: String 72 | - Password: String 73 | 74 | 3. Categories: 75 | - ID: String or Number 76 | - Name: String 77 | - ParentID: String or Number (optional) 78 | 79 | 4. Accounts: 80 | - ID: String or Number 81 | - Name: String 82 | - Balance: Number 83 | - Currency: String 84 | 85 | ## Installation and Usage 86 | 87 | ### 1. Clone the repository: 88 | - Open your command-line interface (CLI) or terminal. 89 | - Navigate to the directory where you want to clone the repository using the cd command. 90 | - Once you are in the desired directory, use the git clone command followed by the repository URL. 91 | - Wait for the cloning process to complete. 92 | - You have successfully cloned the directory! 93 | 94 | ### 2. Install dependencies: 95 | 96 | #### Prerequisites 97 | Make sure you have [Node.js](https://nodejs.org) and [npm](https://www.npmjs.com) (Node Package Manager) installed on your machine. 98 | 99 | #### Steps 100 | 101 | 1. Ensure cloning process above is completed without any error. . 102 | 103 | 2. Navigate to the project's root directory in your command-line interface (CLI) or terminal. 104 | 105 | 4. Switch to folder `backend` and run the following command to install the project dependencies: 106 | ```shell 107 | npm install 108 | ``` 109 | 5. Switch to folder `frontend` and run the following command to install the project dependencies: 110 | ```shell 111 | npm install 112 | ``` 113 | 114 | ### 3. Start the API server: 115 | - create a .env file in root of `backend` folder with following entries 116 | ```shell 117 | TOKEN_KEY= 118 | MONGO_URI="" 119 | ``` 120 | - Switch to folder `backend` and run the following command to run API server 121 | ```shell 122 | npm start 123 | ``` 124 | 125 | ### 4. Start the UI server: 126 | - Switch to folder `frontend` and run the following command to run the UI server 127 | ```shell 128 | npm start 129 | ``` 130 | 131 | 132 | ### 5. Access the application in your browser at [http://localhost:3000](http://localhost:3000). 133 | 134 | 135 | ## User Guide 136 | For detailed information on how to use the Personal Finance Tracker and its various features, please refer to the [User Guide](./userguide.md) file. 137 | 138 | 139 | 140 | 141 | -------------------------------------------------------------------------------- /SECURITY.md: -------------------------------------------------------------------------------- 1 | # Security Policy 2 | 3 | ## Supported Versions 4 | 5 | Use this section to tell people about which versions of your project are 6 | currently being supported with security updates. 7 | 8 | | Version | Supported | 9 | | ------- | ------------------ | 10 | | 5.1.x | :white_check_mark: | 11 | | 5.0.x | :x: | 12 | | 4.0.x | :white_check_mark: | 13 | | < 4.0 | :x: | 14 | 15 | ## Reporting a Vulnerability 16 | 17 | Use this section to tell people how to report a vulnerability. 18 | 19 | Tell them where to go, how often they can expect to get an update on a 20 | reported vulnerability, what to expect if the vulnerability is accepted or 21 | declined, etc. 22 | -------------------------------------------------------------------------------- /backend/.gitignore: -------------------------------------------------------------------------------- 1 | .env 2 | /package-lock.json 3 | -------------------------------------------------------------------------------- /backend/controllers/account.js: -------------------------------------------------------------------------------- 1 | // create crud for account using express 2 | const express = require("express"); 3 | const router = express.Router(); 4 | const Account = require("../models/account"); 5 | const auth = require("../middleware/auth"); 6 | const jwt = require("jsonwebtoken"); 7 | var moment = require("moment"); 8 | 9 | router.post("/add", auth, (req, res) => { 10 | const { name, balance, currency, parentId, familyId } = req.body; 11 | const token = req.header("Authorization"); 12 | console.log(token); 13 | const decoded = jwt.verify(token, process.env.TOKEN_KEY); 14 | const date = new Date(); 15 | const account = new Account({ 16 | name: name, 17 | userId: decoded.userId, 18 | familyId: familyId, 19 | createdBy: decoded.email, 20 | createdDate: moment(), 21 | parentId: parentId, 22 | balance: balance, 23 | currency: currency, 24 | }); 25 | account 26 | .save() 27 | .then((account) => { 28 | res.status(200).json({ success: true, account }); 29 | }) 30 | .catch((err) => { 31 | res.status(400).json({ success: false, err }); 32 | }); 33 | }); 34 | 35 | router.get("/get/:id", auth, (req, res) => { 36 | Account.findById(req.params.id) 37 | .then((account) => { 38 | res.status(200).json({ success: true, account }); 39 | }) 40 | .catch((err) => { 41 | res.status(400).json({ success: false, err }); 42 | }); 43 | }); 44 | 45 | router.delete("/delete/:id", auth, (req, res) => { 46 | Account.findByIdAndDelete(req.params.id) 47 | .then((account) => { 48 | res.status(200).json({ success: true, account }); 49 | }) 50 | .catch((err) => { 51 | res.status(400).json({ success: false, err }); 52 | }); 53 | }); 54 | 55 | router.put("/update/:id", auth, (req, res) => { 56 | const { name, balance, currency, parentId, familyId } = req.body; 57 | var token = req.header("Authorization"); 58 | const decoded = jwt.verify(token, process.env.JWT_SECRET); 59 | Account.findByIdAndUpdate(req.params.id, { 60 | name: name, 61 | userId: decoded.userId, 62 | familyId: familyId, 63 | updatedBy: decoded.email, 64 | updatedDate: new Date(), 65 | parentId: parentId, 66 | balance: balance, 67 | currency: currency, 68 | }) 69 | .then((account) => { 70 | res.status(200).json({ success: true, account }); 71 | }) 72 | .catch((err) => { 73 | res.status(400).json({ success: false, err }); 74 | }); 75 | }); 76 | 77 | router.get("/getByFamily/:id", auth, (req, res) => { 78 | Account.find({ familyId: req.params.id }) 79 | .then((accounts) => { 80 | res.status(200).json({ success: true, accounts }); 81 | }) 82 | .catch((err) => { 83 | res.status(400).json({ success: false, err }); 84 | }); 85 | }); 86 | 87 | router.get("/getByUser/:id", auth, (req, res) => { 88 | Account.find({ userId: req.params.id }) 89 | .then((accounts) => { 90 | res.status(200).json({ success: true, accounts }); 91 | }) 92 | .catch((err) => { 93 | res.status(400).json({ success: false, err }); 94 | }); 95 | }); 96 | 97 | module.exports = router; 98 | -------------------------------------------------------------------------------- /backend/controllers/category.js: -------------------------------------------------------------------------------- 1 | // create category crud using express 2 | 3 | const express = require("express"); 4 | const router = express.Router(); 5 | const Category = require("../models/category"); 6 | const auth = require("../middleware/auth"); 7 | const jwt = require("jsonwebtoken"); 8 | 9 | router.post("/add", auth, (req, res) => { 10 | const { name, parentId, familyId, description } = req.body; 11 | var token = req.header("Authorization"); 12 | const decoded = jwt.verify(token, process.env.TOKEN_KEY); 13 | const category = new Category({ 14 | name: name, 15 | description: description, 16 | userId: decoded.userId, 17 | createdBy: decoded.email, 18 | createdDate: new Date(), 19 | parentId: parentId, 20 | familyId: familyId 21 | }) 22 | category.save().then((category) => { 23 | res.status(200).json({ success: true, category }) 24 | }).catch((err) => { 25 | res.status(400).json({ success: false, err }) 26 | }) 27 | }) 28 | 29 | router.get('/get', (req, res) => { 30 | var token = req.header("Authorization"); 31 | const decoded = jwt.verify(token, process.env.TOKEN_KEY); 32 | let userId = decoded.userId; 33 | Category.findById({userId : id}).then((category) => { 34 | res.status(200).json({ success: true, category }) 35 | }).catch((err) => { 36 | res.status(400).json({ success: false, err }) 37 | }) 38 | }) 39 | 40 | router.delete('/delete/:id', (req, res) => { 41 | Category.findByIdAndDelete(req.params.id).then((category) => { 42 | res.status(200).json({ success: true, category }) 43 | }).catch((err) => { 44 | res.status(400).json({ success: false, err }) 45 | }) 46 | }) 47 | 48 | router.put('/update/:id',auth,(req,res)=>{ 49 | const {name, parentId, familyId, description} = req.body; 50 | var token = req.header("Authorization"); 51 | const decoded = jwt.verify(token, process.env.TOKEN_KEY); 52 | const date = new Date(); 53 | Category.findByIdAndUpdate(req.params.id,{ 54 | name: name, 55 | parentId: parentId, 56 | userId: decoded.userId, 57 | familyId: familyId, 58 | categoryId: categoryId, 59 | updatedBy: decoded.email, 60 | updatedDate: date 61 | }).then((transaction)=>{ 62 | res.status(200).json({success:true,transaction}) 63 | }).catch((err)=>{ 64 | res.status(400).json({success:false,err}) 65 | }) 66 | }) 67 | router.get('/getall',auth,(req,res)=>{ 68 | Category.find().then((category)=>{ 69 | res.status(200).json({success:true,category}) 70 | }).catch((err)=>{ 71 | res.status(400).json({success:false,err}) 72 | }) 73 | }) 74 | 75 | router.get('/getByFamilyId/:id',auth,(req,res)=>{ 76 | Category.find({familyId:req.params.id}).then((category)=>{ 77 | res.status(200).json({success:true,category}) 78 | }).catch((err)=>{ 79 | res.status(400).json({success:false,err}) 80 | }) 81 | }) 82 | 83 | router.get('/getByUserId/:id',auth,(req,res)=>{ 84 | Category.find({userId:req.params.id}).then((category)=>{ 85 | res.status(200).json({success:true,category}) 86 | }).catch((err)=>{ 87 | res.status(400).json({success:false,err}) 88 | }) 89 | }) 90 | 91 | module.exports = router; -------------------------------------------------------------------------------- /backend/controllers/chart.js: -------------------------------------------------------------------------------- 1 | // create chart crud using express 2 | 3 | const express = require('express'); 4 | const router = express.Router(); 5 | const Category = require('../models/category'); 6 | const Transaction = require('../models/transaction'); 7 | const auth = require('../middleware/auth'); 8 | 9 | router.get('/get/:id', auth, (req, res) => { 10 | let transactions = []; 11 | Transaction.find({ userId: req.params.id }).then((transaction) => { 12 | transactions = transaction; 13 | }).catch((err) => { 14 | res.status(400).json({ success: false, err }) 15 | }) 16 | let categories = []; 17 | Category.findById(req.params.id).then((Category) => { 18 | categories = Category; 19 | }).catch((err) => { 20 | res.status(400).json({ success: false, err }) 21 | }) 22 | let charts = []; 23 | categories.map((category) => { 24 | let categoryId = category._id; 25 | let categoryAmount = 0; 26 | let categortyName = category.name; 27 | transactions.map((transaction) => { 28 | if (category._id === transaction.categoryId) { 29 | categoryAmount = categoryAmount + transaction.amount; 30 | } 31 | }) 32 | charts.push({ 33 | categoryId, 34 | categoryAmount, 35 | categortyName 36 | }) 37 | }) 38 | res.status(200).json({ success: true, charts }) 39 | }) 40 | 41 | router.get('/getMonthwiseExpense/:id', auth, (req, res) => { 42 | let expenses = []; 43 | //filter transactions by month 44 | Transaction.find({ userId: req.params.id }).then((transaction) => { 45 | expenses = transaction; 46 | }).catch((err) => { 47 | res.status(400).json({ success: false, err }) 48 | }) 49 | 50 | 51 | let monthwiseExpense = []; 52 | expenses.map((expense) => { 53 | let month = expense.createdDate.getMonth(); 54 | let year = expense.createdDate.getFullYear(); 55 | let amount = expense.amount; 56 | let monthName = expense.createdDate.toLocaleString('default', { month: 'long' }); 57 | let monthYear = monthName + ' ' + year; 58 | let monthYearId = month + '' + year; 59 | let monthYearAmount = 0; 60 | // fliter if monthwiseExpense already exists 61 | let flag = true; 62 | monthwiseExpense.map((monthwiseExpense) => { 63 | if (monthYearId === monthwiseExpense.monthYearId) { 64 | flag = false; 65 | } 66 | }) 67 | if(flag){ 68 | expenses.map((expense) => { 69 | if (monthYearId === (expense.createdDate.getMonth() + '' + expense.createdDate.getFullYear())) { 70 | monthYearAmount = monthYearAmount + expense.amount; 71 | } 72 | }) 73 | monthwiseExpense.push({ 74 | monthYearId, 75 | monthYear, 76 | monthYearAmount 77 | }) 78 | } 79 | }) 80 | res.status(200).json({ success: true, monthwiseExpense }) 81 | }) 82 | 83 | module.exports = router; 84 | 85 | -------------------------------------------------------------------------------- /backend/controllers/family.js: -------------------------------------------------------------------------------- 1 | // create crud api using express 2 | const express = require('express'); 3 | const router = express.Router(); 4 | const FamilyModel = require('../models/family'); 5 | const auth = require('../middleware/auth'); 6 | 7 | router.post('/add', auth, (req, res) => { 8 | const { familyName, userId } = req.body; 9 | const family = new FamilyModel({ 10 | familyName, 11 | userId 12 | }) 13 | family.save().then((family) => { 14 | res.status(200).json({ success: true, family }) 15 | }).catch((err) => { 16 | res.status(400).json({ success: false, err }) 17 | }) 18 | }) 19 | 20 | router.get('/get/:id', (req, res) => { 21 | FamilyModel.findById(req.params.id).then((family) => { 22 | res.status(200).json({ success: true, family }) 23 | }).catch((err) => { 24 | res.status(400).json({ success: false, err }) 25 | }) 26 | }) 27 | 28 | router.put('/update/:id', auth, (req, res) => { 29 | const { familyName, userId } = req.body; 30 | FamilyModel.findByIdAndUpdate(req.params.id, { 31 | familyName, 32 | userId 33 | }).then((family) => { 34 | res.status(200).json({ success: true, family }) 35 | }).catch((err) => { 36 | res.status(400).json({ success: false, err }) 37 | }) 38 | }) 39 | 40 | router.delete('/delete/:id', auth, (req, res) => { 41 | FamilyModel.findByIdAndDelete(req.params.id).then((family) => { 42 | res.status(200).json({ success: true, family }) 43 | }).catch((err) => { 44 | res.status(400).json({ success: false, err }) 45 | }) 46 | }) 47 | 48 | router.get('/getUserById/:id', (req, res) => { 49 | FamilyModel.find({ userId: req.params.userId }).then((family) => { 50 | res.status(200).json({ success: true, family }) 51 | }).catch((err) => { 52 | res.status(400).json({ success: false, err }) 53 | }) 54 | }) 55 | 56 | module.exports = router; 57 | 58 | 59 | -------------------------------------------------------------------------------- /backend/controllers/transaction.js: -------------------------------------------------------------------------------- 1 | // create crud api for transaction using express 2 | const express = require("express"); 3 | const router = express.Router(); 4 | const Transaction = require("../models/transaction"); 5 | const User = require("../models/user"); 6 | const auth = require("../middleware/auth"); 7 | const jwt = require("jsonwebtoken"); 8 | 9 | router.post("/add", auth, (req, res) => { 10 | const { 11 | amount, 12 | description, 13 | categoryId, 14 | accountId, 15 | familyId, 16 | transactionType, 17 | } = req.body; 18 | var token = req.header("Authorization"); 19 | const decoded = jwt.verify(token, process.env.TOKEN_KEY); 20 | const transaction = new Transaction({ 21 | amount: amount, 22 | description: description, 23 | userId: decoded.userId, 24 | familyId: familyId, 25 | categoryId: categoryId, 26 | accountId: accountId, 27 | transactionType: transactionType, 28 | createdBy: decoded.email, 29 | createdDate: new Date(), 30 | }); 31 | transaction 32 | .save() 33 | .then((transaction) => { 34 | res.status(200).json({ success: true, transaction }); 35 | }) 36 | .catch((err) => { 37 | res.status(400).json({ success: false, err }); 38 | }); 39 | }); 40 | 41 | router.get("/get/:id", auth, (req, res) => { 42 | Transaction.findById(req.params.id) 43 | .then((transaction) => { 44 | res.status(200).json({ success: true, transaction }); 45 | }) 46 | .catch((err) => { 47 | res.status(400).json({ success: false, err }); 48 | }); 49 | }); 50 | 51 | router.put("/update/:id", auth, (req, res) => { 52 | const { 53 | amount, 54 | description, 55 | categoryId, 56 | accountId, 57 | familyId, 58 | transactionType, 59 | } = req.body; 60 | var token = req.header("Authorization"); 61 | const decoded = jwt.verify(token, process.env.TOKEN_KEY); 62 | Transaction.findByIdAndUpdate(req.params.id, { 63 | amount: amount, 64 | description: description, 65 | userId: decoded.userId, 66 | familyId: familyId, 67 | categoryId: categoryId, 68 | accountId: accountId, 69 | transactionType: transactionType, 70 | updatedBy: decoded.email, 71 | updatedDate: new Date(), 72 | }) 73 | .then((transaction) => { 74 | res.status(200).json({ success: true, transaction }); 75 | }) 76 | .catch((err) => { 77 | res.status(400).json({ success: false, err }); 78 | }); 79 | }); 80 | 81 | router.delete("/delete/:id", auth, (req, res) => { 82 | Transaction.findByIdAndDelete(req.params.id) 83 | .then((transaction) => { 84 | res.status(200).json({ success: true, transaction }); 85 | }) 86 | .catch((err) => { 87 | res.status(400).json({ success: false, err }); 88 | }); 89 | }); 90 | 91 | router.get("/getByUser/:id", auth, (req, res) => { 92 | Transaction.find({ userId: req.params.id }) 93 | .then((transactions) => { 94 | res.status(200).json({ success: true, transactions }); 95 | }) 96 | .catch((err) => { 97 | res.status(400).json({ success: false, err }); 98 | }); 99 | }); 100 | 101 | router.get("/getByFamily/:id", auth, (req, res) => { 102 | Transaction.find({ familyId: req.params.id }) 103 | .then((transactions) => { 104 | res.status(200).json({ success: true, transactions }); 105 | }) 106 | .catch((err) => { 107 | res.status(400).json({ success: false, err }); 108 | }); 109 | }); 110 | 111 | router.get("/getByCategory/:id", auth, (req, res) => { 112 | Transaction.find({ categoryId: req.params.id }) 113 | .then((transactions) => { 114 | res.status(200).json({ success: true, transactions }); 115 | }) 116 | .catch((err) => { 117 | res.status(400).json({ success: false, err }); 118 | }); 119 | }); 120 | 121 | router.get("/getByAccount/:id", auth, (req, res) => { 122 | Transaction.find({ accountId: req.params.id }) 123 | .then((transactions) => { 124 | res.status(200).json({ success: true, transactions }); 125 | }) 126 | .catch((err) => { 127 | res.status(400).json({ success: false, err }); 128 | }); 129 | }); 130 | 131 | router.get("/getByUserAndFamily/:userId/:familyId", auth, (req, res) => { 132 | Transaction.find({ userId: req.params.userId, familyId: req.params.familyId }) 133 | .then((transactions) => { 134 | res.status(200).json({ success: true, transactions }); 135 | }) 136 | .catch((err) => { 137 | res.status(400).json({ success: false, err }); 138 | }); 139 | }); 140 | 141 | router.get("/getByUserAndCategory/:userId/:categoryId", auth, (req, res) => { 142 | Transaction.find({ 143 | userId: req.params.userId, 144 | categoryId: req.params.categoryId, 145 | }) 146 | .then((transactions) => { 147 | res.status(200).json({ success: true, transactions }); 148 | }) 149 | .catch((err) => { 150 | res.status(400).json({ success: false, err }); 151 | }); 152 | }); 153 | 154 | router.get("/getByUserAndAccount/:userId/:accountId", auth, (req, res) => { 155 | Transaction.find({ 156 | userId: req.params.userId, 157 | accountId: req.params.accountId, 158 | }) 159 | .then((transactions) => { 160 | res.status(200).json({ success: true, transactions }); 161 | }) 162 | .catch((err) => { 163 | res.status(400).json({ success: false, err }); 164 | }); 165 | }); 166 | 167 | router.get( 168 | "/getByFamilyAndCategory/:familyId/:categoryId", 169 | auth, 170 | (req, res) => { 171 | Transaction.find({ 172 | familyId: req.params.familyId, 173 | categoryId: req.params.categoryId, 174 | }) 175 | .then((transactions) => { 176 | res.status(200).json({ success: true, transactions }); 177 | }) 178 | .catch((err) => { 179 | res.status(400).json({ success: false, err }); 180 | }); 181 | } 182 | ); 183 | 184 | module.exports = router; 185 | -------------------------------------------------------------------------------- /backend/controllers/user.js: -------------------------------------------------------------------------------- 1 | // create signup api Path: backend\controllers\user.js 2 | 3 | const express = require("express"); 4 | const router = express.Router(); 5 | const UserModel = require("../models/user"); 6 | const bcrypt = require("bcrypt"); 7 | const jwt = require("jsonwebtoken"); 8 | 9 | router.get("/getUsers", async (req, res) => { 10 | const users = await UserModel.find(); 11 | res.status(201).json(users); 12 | }); 13 | 14 | router.get("/getCurrentUser", async (req, res) => { 15 | if (req.headers && req.headers.authorization) { 16 | var authorization = req.headers.authorization, 17 | decoded; 18 | try { 19 | decoded = jwt.verify(authorization, process.env.TOKEN_KEY); 20 | } catch (e) { 21 | return res.status(401).send("unauthorized"); 22 | } 23 | var email = decoded.email; 24 | // Fetch the user by id 25 | const user = await UserModel.findOne({ email: email }); 26 | return res.status(200).json({ email: user.email, name: user.name }); 27 | } 28 | return res.send(500); 29 | }); 30 | 31 | router.post("/signup", async (req, res) => { 32 | try { 33 | const { name, email, password } = req.body; 34 | 35 | if (!(name && email && password)) { 36 | res.status(400).send("All inputs are required"); 37 | } 38 | 39 | const oldUser = await UserModel.findOne({ email }); 40 | 41 | if (oldUser) { 42 | return res.status(409).send("User Already Exist. Please Login"); 43 | } 44 | 45 | encryptedPassword = await bcrypt.hash(password, 10); 46 | 47 | const user = await UserModel.create({ 48 | email: email.toLowerCase(), 49 | password: encryptedPassword, 50 | name, 51 | }); 52 | 53 | const token = jwt.sign( 54 | { user_id: user._id, email, name }, 55 | process.env.TOKEN_KEY, 56 | { 57 | expiresIn: "2h", 58 | } 59 | ); 60 | res.status(201).json(token); 61 | } catch (err) { 62 | console.log(err); 63 | } 64 | }); 65 | 66 | router.post("/signin", async (req, res) => { 67 | try { 68 | const { email, password } = req.body; 69 | 70 | if (!(email && password)) { 71 | res.status(400).send("All input is required"); 72 | } 73 | const user = await UserModel.findOne({ email }); 74 | if (user && (await bcrypt.compare(password, user.password))) { 75 | const token = jwt.sign( 76 | { user_id: user._id, email }, 77 | process.env.TOKEN_KEY, 78 | { 79 | expiresIn: "2h", 80 | } 81 | ); 82 | 83 | res.status(200).json(token); 84 | } else { 85 | res.status(400).send("Invalid Credentials"); 86 | } 87 | } catch (err) { 88 | console.log(err); 89 | } 90 | }); 91 | 92 | module.exports = router; 93 | -------------------------------------------------------------------------------- /backend/database/database.js: -------------------------------------------------------------------------------- 1 | // create localhost connection using mongoose 2 | const mongoose = require('mongoose'); 3 | const env = require('dotenv').config(); 4 | 5 | mongoose.connect(process.env.MONGO_URI,{ 6 | useNewUrlParser:true, 7 | useUnifiedTopology: true, 8 | }).then(()=>{ 9 | console.log('connected to database') 10 | }).catch((err)=>{ 11 | console.log(err) 12 | }) 13 | 14 | module.exports = mongoose; 15 | -------------------------------------------------------------------------------- /backend/middleware/auth.js: -------------------------------------------------------------------------------- 1 | // create auth middleware 2 | const jwt = require("jsonwebtoken"); 3 | const User = require("../models/user"); 4 | 5 | const auth = (req, res, next) => { 6 | const token = req.header("Authorization"); 7 | console.log(token, "tokennnnnn"); 8 | if (!token) 9 | return res.status(401).json({ success: false, message: "Access denied" }); 10 | try { 11 | const decoded = jwt.verify(token, process.env.TOKEN_KEY); 12 | console.log(decoded, "dddddddddddd"); 13 | User.findById(decoded._id) 14 | .then((user) => { 15 | req.user = user; 16 | next(); 17 | }) 18 | .catch((err) => { 19 | res.status(400).json({ success: false, err }); 20 | }); 21 | } catch (err) { 22 | res.status(400).json({ success: false, err }); 23 | } 24 | }; 25 | 26 | module.exports = auth; 27 | -------------------------------------------------------------------------------- /backend/models/account.js: -------------------------------------------------------------------------------- 1 | // create user schema in backend\modals\account.js: where schema contains id, name, balance, currency, parentId, familyId, userId, createdby, updatedby, createddate, updateddate 2 | const mongoose = require('mongoose'); 3 | const Schema = mongoose.Schema, 4 | ObjectId = Schema.ObjectId; 5 | const accountSchema = new Schema({ 6 | name:{ 7 | type:String, 8 | trim:true 9 | }, 10 | balance:{ 11 | type:Number, 12 | trim:true 13 | }, 14 | currency:{ 15 | type:String, 16 | required:true, 17 | trim:true 18 | }, 19 | parentId:{ 20 | type: String, 21 | trim:true 22 | }, 23 | familyId:{ 24 | type:String, 25 | trim:true 26 | }, 27 | userId:{ 28 | type:ObjectId, 29 | trim:true 30 | }, 31 | createdBy:{ 32 | type:String, 33 | trim:true 34 | }, 35 | updatedBy:{ 36 | type:String, 37 | trim:true 38 | }, 39 | createdDate:{ 40 | type:Date, 41 | trim:true 42 | }, 43 | updatedDate:{ 44 | type:Date, 45 | trim:true 46 | }, 47 | }) 48 | module.exports = mongoose.model('Account',accountSchema); -------------------------------------------------------------------------------- /backend/models/category.js: -------------------------------------------------------------------------------- 1 | // create mongo user schema in backend\modals\category.js: where schema id, name, parentId, familyId, userId, createdBy, updatedBy, createdDate, updatedDate 2 | 3 | const mongoose = require('mongoose'); 4 | const Schema = mongoose.Schema; 5 | const categorySchema = new Schema({ 6 | name:{ 7 | type:String, 8 | trim:true 9 | }, 10 | parentId:{ 11 | type:String, 12 | trim:true 13 | }, 14 | familyId:{ 15 | type:String, 16 | trim:true 17 | }, 18 | userId:{ 19 | type:String, 20 | trim:true 21 | }, 22 | createdBy:{ 23 | type:String, 24 | trim:true 25 | }, 26 | updatedBy:{ 27 | type:String, 28 | trim:true 29 | }, 30 | createdDate:{ 31 | type:Date, 32 | trim:true 33 | }, 34 | updatedDate:{ 35 | type:Date, 36 | trim:true 37 | }, 38 | }) 39 | 40 | module.exports = mongoose.model('Category',categorySchema); 41 | -------------------------------------------------------------------------------- /backend/models/family.js: -------------------------------------------------------------------------------- 1 | // create mongo user schema in backend\modals\category.js: where schema id, userId, familyName 2 | 3 | const mongoose = require("mongoose"); 4 | const Schema = mongoose.Schema, 5 | ObjectId = Schema.ObjectId; 6 | const familySchema = new Schema({ 7 | userId: { 8 | type: ObjectId, 9 | }, 10 | familyName: { 11 | type: String, 12 | }, 13 | }); 14 | module.exports = mongoose.model("Family", familySchema); 15 | 16 | // Path: family.js 17 | -------------------------------------------------------------------------------- /backend/models/transaction.js: -------------------------------------------------------------------------------- 1 | // create mongo user schema in backend\modals\transaction.js: where schema id, description, amount, categoryId, accountId, familyId, userId, createdBy, updatedBy, createdDate, updatedDate, credit, debit 2 | 3 | const mongoose = require("mongoose"); 4 | const Schema = mongoose.Schema, 5 | ObjectId = Schema.ObjectId; 6 | const transactionSchema = new Schema({ 7 | description: { 8 | type: String, 9 | trim: true, 10 | }, 11 | amount: { 12 | type: Number, 13 | trim: true, 14 | }, 15 | categoryId: { 16 | type: ObjectId, 17 | trim: true, 18 | }, 19 | accountId: { 20 | type: ObjectId, 21 | trim: true, 22 | }, 23 | familyId: { 24 | type: String, 25 | trim: true, 26 | }, 27 | userId: { 28 | type: ObjectId, 29 | trim: true, 30 | }, 31 | transactionType: { 32 | type: Boolean, 33 | }, 34 | createdBy: { 35 | type: String, 36 | trim: true, 37 | }, 38 | updatedBy: { 39 | type: String, 40 | trim: true, 41 | }, 42 | createdDate: { 43 | type: Date, 44 | trim: true, 45 | }, 46 | updatedDate: { 47 | type: Date, 48 | trim: true, 49 | }, 50 | }); 51 | 52 | module.exports = mongoose.model("Transaction", transactionSchema); 53 | -------------------------------------------------------------------------------- /backend/models/user.js: -------------------------------------------------------------------------------- 1 | // create user schema in backend\modals\user.js: 2 | const mongoose = require('mongoose'); 3 | const Schema = mongoose.Schema; 4 | const userSchema = new Schema({ 5 | name:{ 6 | type:String, 7 | required:true, 8 | trim:true, 9 | min:3, 10 | max:20 11 | }, 12 | email:{ 13 | type:String, 14 | required:true, 15 | }, 16 | password: { 17 | type: String, 18 | required: true, 19 | min: 6, 20 | max: 20, 21 | }, 22 | }) 23 | 24 | module.exports = mongoose.model('User',userSchema); -------------------------------------------------------------------------------- /backend/package.json: -------------------------------------------------------------------------------- 1 | { 2 | "name": "node-auth", 3 | "version": "1.0.0", 4 | "scripts": { 5 | "start": "node server.js", 6 | "dev": "nodemon server.js", 7 | "debug": "node --nolazy server.js" 8 | }, 9 | "dependencies": { 10 | "bcrypt": "^5.1.0", 11 | "body-parser": "^1.20.2", 12 | "cors": "^2.8.5", 13 | "dotenv": "^16.3.1", 14 | "express": "^4.18.2", 15 | "jsonwebtoken": "^9.0.0", 16 | "moment": "^2.29.4", 17 | "mongoose": "^7.3.1" 18 | } 19 | } 20 | -------------------------------------------------------------------------------- /backend/server.js: -------------------------------------------------------------------------------- 1 | const express = require('express'); 2 | var bodyParser = require('body-parser') 3 | var env = require('dotenv').config(); 4 | var path = require('path') 5 | var cors = require('cors'); 6 | const db = require('./database/database') 7 | const app = express(); 8 | const user = require('./controllers/user') 9 | const transaction = require('./controllers/transaction') 10 | const family = require('./controllers/family') 11 | const chart = require('./controllers/chart') 12 | const account = require('./controllers/account') 13 | const category = require('./controllers/category') 14 | 15 | const PORT = process.env.PORT || 4000; 16 | 17 | app.use(bodyParser.urlencoded({ extended: false })) 18 | // parse application/json 19 | app.use(bodyParser.json()) 20 | app.use(express.static('public')); 21 | app.use('/images', express.static('images')); 22 | var corsOptions = { 23 | origin: '*', 24 | optionsSuccessStatus: 200 25 | } 26 | 27 | app.use(cors(corsOptions)); 28 | 29 | app.use('/user',user); 30 | app.use('/transaction',transaction); 31 | app.use('/account',account); 32 | app.use('/category',category); 33 | app.use('/family',family); 34 | app.use('/chart',chart); 35 | app.get('',(req,res)=>{ 36 | res.send('working fine') 37 | }) 38 | 39 | app.listen(PORT,()=>{ 40 | console.log('running on port '+PORT); 41 | }) -------------------------------------------------------------------------------- /frontend/.gitignore: -------------------------------------------------------------------------------- 1 | # See https://help.github.com/articles/ignoring-files/ for more about ignoring files. 2 | 3 | # dependencies 4 | /node_modules 5 | /.pnp 6 | .pnp.js 7 | 8 | # testing 9 | /coverage 10 | 11 | # production 12 | /build 13 | 14 | # misc 15 | .DS_Store 16 | .env.local 17 | .env.development.local 18 | .env.test.local 19 | .env.production.local 20 | 21 | npm-debug.log* 22 | yarn-debug.log* 23 | yarn-error.log* 24 | 25 | .env -------------------------------------------------------------------------------- /frontend/README.md: -------------------------------------------------------------------------------- 1 | # Getting Started with Create React App 2 | 3 | This project was bootstrapped with [Create React App](https://github.com/facebook/create-react-app). 4 | 5 | ## Available Scripts 6 | 7 | In the project directory, you can run: 8 | 9 | ### `npm start` 10 | 11 | Runs the app in the development mode.\ 12 | Open [http://localhost:3000](http://localhost:3000) to view it in your browser. 13 | 14 | The page will reload when you make changes.\ 15 | You may also see any lint errors in the console. 16 | 17 | ### `npm test` 18 | 19 | Launches the test runner in the interactive watch mode.\ 20 | See the section about [running tests](https://facebook.github.io/create-react-app/docs/running-tests) for more information. 21 | 22 | ### `npm run build` 23 | 24 | Builds the app for production to the `build` folder.\ 25 | It correctly bundles React in production mode and optimizes the build for the best performance. 26 | 27 | The build is minified and the filenames include the hashes.\ 28 | Your app is ready to be deployed! 29 | 30 | See the section about [deployment](https://facebook.github.io/create-react-app/docs/deployment) for more information. 31 | 32 | ### `npm run eject` 33 | 34 | **Note: this is a one-way operation. Once you `eject`, you can't go back!** 35 | 36 | If you aren't satisfied with the build tool and configuration choices, you can `eject` at any time. This command will remove the single build dependency from your project. 37 | 38 | Instead, it will copy all the configuration files and the transitive dependencies (webpack, Babel, ESLint, etc) right into your project so you have full control over them. All of the commands except `eject` will still work, but they will point to the copied scripts so you can tweak them. At this point you're on your own. 39 | 40 | You don't have to ever use `eject`. The curated feature set is suitable for small and middle deployments, and you shouldn't feel obligated to use this feature. However we understand that this tool wouldn't be useful if you couldn't customize it when you are ready for it. 41 | 42 | ## Learn More 43 | 44 | You can learn more in the [Create React App documentation](https://facebook.github.io/create-react-app/docs/getting-started). 45 | 46 | To learn React, check out the [React documentation](https://reactjs.org/). 47 | 48 | ### Code Splitting 49 | 50 | This section has moved here: [https://facebook.github.io/create-react-app/docs/code-splitting](https://facebook.github.io/create-react-app/docs/code-splitting) 51 | 52 | ### Analyzing the Bundle Size 53 | 54 | This section has moved here: [https://facebook.github.io/create-react-app/docs/analyzing-the-bundle-size](https://facebook.github.io/create-react-app/docs/analyzing-the-bundle-size) 55 | 56 | ### Making a Progressive Web App 57 | 58 | This section has moved here: [https://facebook.github.io/create-react-app/docs/making-a-progressive-web-app](https://facebook.github.io/create-react-app/docs/making-a-progressive-web-app) 59 | 60 | ### Advanced Configuration 61 | 62 | This section has moved here: [https://facebook.github.io/create-react-app/docs/advanced-configuration](https://facebook.github.io/create-react-app/docs/advanced-configuration) 63 | 64 | ### Deployment 65 | 66 | This section has moved here: [https://facebook.github.io/create-react-app/docs/deployment](https://facebook.github.io/create-react-app/docs/deployment) 67 | 68 | ### `npm run build` fails to minify 69 | 70 | This section has moved here: [https://facebook.github.io/create-react-app/docs/troubleshooting#npm-run-build-fails-to-minify](https://facebook.github.io/create-react-app/docs/troubleshooting#npm-run-build-fails-to-minify) 71 | -------------------------------------------------------------------------------- /frontend/package.json: -------------------------------------------------------------------------------- 1 | { 2 | "name": "frontend", 3 | "version": "0.1.0", 4 | "private": true, 5 | "dependencies": { 6 | "@ant-design/icons": "^5.1.4", 7 | "@tanstack/react-query": "^4.29.15", 8 | "@testing-library/jest-dom": "^5.16.5", 9 | "@testing-library/react": "^14.0.0", 10 | "@testing-library/user-event": "^14.4.3", 11 | "antd": "^5.6.2", 12 | "axios": "^1.4.0", 13 | "bootstrap": "^5.3.0", 14 | "chart.js": "^4.3.0", 15 | "node-sass": "^9.0.0", 16 | "react": "^18.2.0", 17 | "react-bootstrap": "^2.8.0", 18 | "react-chartjs-2": "^5.2.0", 19 | "react-dom": "^18.2.0", 20 | "react-gravatar": "^2.6.3", 21 | "react-router-dom": "^6.14.0", 22 | "react-scripts": "5.0.1", 23 | "sweetalert2": "^11.7.12", 24 | "web-vitals": "^3.3.2" 25 | }, 26 | "scripts": { 27 | "start": "react-scripts start", 28 | "build": "react-scripts build", 29 | "test": "react-scripts test", 30 | "eject": "react-scripts eject" 31 | }, 32 | "eslintConfig": { 33 | "extends": [ 34 | "react-app", 35 | "react-app/jest" 36 | ] 37 | }, 38 | "browserslist": { 39 | "production": [ 40 | ">0.2%", 41 | "not dead", 42 | "not op_mini all" 43 | ], 44 | "development": [ 45 | "last 1 chrome version", 46 | "last 1 firefox version", 47 | "last 1 safari version" 48 | ] 49 | } 50 | } 51 | -------------------------------------------------------------------------------- /frontend/public/favicon.ico: -------------------------------------------------------------------------------- https://raw.githubusercontent.com/Fastest-Coder-First/veersatech/49109dee160ef2126206ea048bf6bbba2110895d/frontend/public/favicon.ico -------------------------------------------------------------------------------- /frontend/public/index.html: -------------------------------------------------------------------------------- 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 12 | 13 | 17 | 18 | 27 | Veersatech Finance Tracker 28 | 29 | 30 | 31 |
32 | 42 | 43 | 44 | -------------------------------------------------------------------------------- /frontend/public/logo192.png: -------------------------------------------------------------------------------- https://raw.githubusercontent.com/Fastest-Coder-First/veersatech/49109dee160ef2126206ea048bf6bbba2110895d/frontend/public/logo192.png -------------------------------------------------------------------------------- /frontend/public/logo512.png: -------------------------------------------------------------------------------- https://raw.githubusercontent.com/Fastest-Coder-First/veersatech/49109dee160ef2126206ea048bf6bbba2110895d/frontend/public/logo512.png -------------------------------------------------------------------------------- /frontend/public/manifest.json: -------------------------------------------------------------------------------- 1 | { 2 | "short_name": "React App", 3 | "name": "Create React App Sample", 4 | "icons": [ 5 | { 6 | "src": "favicon.ico", 7 | "sizes": "64x64 32x32 24x24 16x16", 8 | "type": "image/x-icon" 9 | }, 10 | { 11 | "src": "logo192.png", 12 | "type": "image/png", 13 | "sizes": "192x192" 14 | }, 15 | { 16 | "src": "logo512.png", 17 | "type": "image/png", 18 | "sizes": "512x512" 19 | } 20 | ], 21 | "start_url": ".", 22 | "display": "standalone", 23 | "theme_color": "#000000", 24 | "background_color": "#ffffff" 25 | } 26 | -------------------------------------------------------------------------------- /frontend/public/robots.txt: -------------------------------------------------------------------------------- 1 | # https://www.robotstxt.org/robotstxt.html 2 | User-agent: * 3 | Disallow: 4 | -------------------------------------------------------------------------------- /frontend/src/App.js: -------------------------------------------------------------------------------- 1 | import { Route, Routes, useNavigate } from "react-router-dom"; 2 | import { 3 | DashboardPage, 4 | FinancesPage, 5 | HomePage, 6 | NotFoundPage, 7 | CategoryPage, 8 | } from "./pages"; 9 | import { useEffect } from "react"; 10 | import Swal from "sweetalert2"; 11 | import { loadUser, setAuthToken } from "./apis"; 12 | 13 | import { useAuth } from "./contexts/AuthContext"; 14 | import PrivateRoutes from "./routes/PrivateRoutes"; 15 | import AccountsPage from "./pages/AccountsPage"; 16 | 17 | function App() { 18 | const navigate = useNavigate(); 19 | const { setCurrentUser, loggedIn, setLoggedIn } = useAuth(); 20 | const authToken = localStorage.getItem("token"); 21 | 22 | useEffect(() => { 23 | if (authToken) { 24 | setAuthToken(authToken); 25 | 26 | const getUser = async () => { 27 | try { 28 | const user = await loadUser(); 29 | console.log("user: ", user); 30 | setCurrentUser(user); 31 | setLoggedIn(true); 32 | } catch (error) { 33 | console.log("error: ", error); 34 | Swal.fire({ 35 | icon: "error", 36 | title: "Oops...", 37 | text: "Something went wrong!", 38 | }); 39 | localStorage.removeItem("authToken"); 40 | setLoggedIn(false); 41 | navigate("/"); 42 | } 43 | }; 44 | getUser(); 45 | } 46 | }, [authToken]); 47 | 48 | return ( 49 | 50 | } /> 51 | 54 | } 55 | > 56 | } /> 57 | } /> 58 | } /> 59 | } /> 60 | 61 | 62 | } /> 63 | 64 | ); 65 | } 66 | 67 | export default App; 68 | -------------------------------------------------------------------------------- /frontend/src/App.test.js: -------------------------------------------------------------------------------- 1 | import { render, screen } from '@testing-library/react'; 2 | import App from './App'; 3 | 4 | test('renders learn react link', () => { 5 | render(); 6 | const linkElement = screen.getByText(/learn react/i); 7 | expect(linkElement).toBeInTheDocument(); 8 | }); 9 | -------------------------------------------------------------------------------- /frontend/src/Components/Chart.js: -------------------------------------------------------------------------------- 1 | import React, { useEffect, useState } from "react"; 2 | import { 3 | Chart as ChartJS, 4 | CategoryScale, 5 | LinearScale, 6 | BarElement, 7 | Title, 8 | Tooltip, 9 | Legend, 10 | } from "chart.js"; 11 | import { Bar } from "react-chartjs-2"; 12 | import { DEFAULT_FILTER_LABEL, overallData } from "../utils/chart-mock-data"; 13 | 14 | ChartJS.register( 15 | CategoryScale, 16 | LinearScale, 17 | BarElement, 18 | Title, 19 | Tooltip, 20 | Legend 21 | ); 22 | 23 | export default function BarChart() { 24 | const [labels, setLabels] = useState([]); 25 | const [chartData, setChartData] = useState([]); 26 | const data = { 27 | labels, 28 | datasets: [ 29 | { 30 | label: DEFAULT_FILTER_LABEL.label, 31 | data: chartData, 32 | backgroundColor: "rgba(255, 99, 132, 0.5)", 33 | }, 34 | ], 35 | }; 36 | useEffect(() => { 37 | if (labels.length === 0 && chartData.length === 0) { 38 | overallData.map((ele, idx) => { 39 | labels.push(ele.month); 40 | chartData.push(ele.expense); 41 | }); 42 | } 43 | }, []); 44 | return ( 45 | <> 46 | 47 | 48 | ); 49 | } 50 | 51 | export const options = { 52 | responsive: true, 53 | plugins: { 54 | legend: { 55 | position: "top", 56 | }, 57 | title: { 58 | display: true, 59 | text: "Budget Trends", 60 | }, 61 | }, 62 | }; 63 | -------------------------------------------------------------------------------- /frontend/src/Components/Common/NavbarComponent.jsx: -------------------------------------------------------------------------------- 1 | import React from "react"; 2 | import { 3 | Button, 4 | Container, 5 | Form, 6 | Nav, 7 | NavDropdown, 8 | Navbar, 9 | } from "react-bootstrap"; 10 | import { useAuth } from "../../contexts/AuthContext"; 11 | import CreateForm from "../Form/CreateForm"; 12 | import { FormBuilder } from "../../utils/constants"; 13 | import { useParams } from "react-router-dom"; 14 | 15 | const NavbarComponent = () => { 16 | const params = useParams(); 17 | console.log("params", params, window.location.pathname); 18 | const { currentUser, loggedIn, setLoggedIn } = useAuth(); 19 | console.log(FormBuilder["AddTransaction"]); 20 | 21 | const logout = () => { 22 | localStorage.clear(); 23 | setLoggedIn(false); 24 | }; 25 | return ( 26 | 27 | 28 | {/* */} 29 | Finance Tracker 30 | 31 | 32 | 72 | 73 | {/* username and icon */} 74 | 78 | 79 | 80 | 81 | ); 82 | }; 83 | 84 | export default NavbarComponent; 85 | -------------------------------------------------------------------------------- /frontend/src/Components/Finances/FinancesTable.jsx: -------------------------------------------------------------------------------- 1 | import React, { useState } from "react"; 2 | import { Modal, Button, Form, Container, Table } from "react-bootstrap"; 3 | 4 | const FinancesTable = (props) => { 5 | const { 6 | amount, 7 | setAmount, 8 | transactionType, 9 | setTransactionType, 10 | description, 11 | setDescription, 12 | category, 13 | setCategory, 14 | date, 15 | setDate, 16 | show, 17 | setShow, 18 | handleClose, 19 | } = props; 20 | 21 | // const [show, setShow] = useState(false); 22 | 23 | // const handleClose = () => setShow(false); 24 | 25 | const renderTableRows = () => { 26 | console.log("data", props.data); 27 | return props.data.map((item) => ( 28 | 29 | {item.type} 30 | {item.name} 31 | {item.category} 32 | {item.date} 33 | {item.amount} 34 | 35 | )); 36 | }; 37 | 38 | return ( 39 |
40 | 41 | 42 | Create Transaction 43 | 44 | 45 |
46 | 47 | Amount 48 | setAmount(e.target.value)} 53 | /> 54 | 55 | 56 | Transaction Type 57 | setTransactionType(e.target.value)} 61 | > 62 | 63 | 64 | 65 | 66 | 67 | Category 68 | setCategory(e.target.value)} 73 | /> 74 | 75 | 76 | Description 77 | setDescription(e.target.value)} 82 | /> 83 | 84 | 85 | Date 86 | setDate(e.target.value)} 90 | /> 91 | 92 |
93 | 94 | 95 | 98 | 101 | 102 | 103 | 104 |
105 |

{props.name}

106 | 107 | 110 |
111 | 112 |
113 | 114 | 115 | 116 | 117 | 118 | 119 | 120 | 121 | 122 | 123 | 124 | {renderTableRows()} 125 |
TypeNameCategoryDateAmount
126 | 127 |
128 | ); 129 | }; 130 | 131 | export default FinancesTable; 132 | -------------------------------------------------------------------------------- /frontend/src/Components/Finances/SearchFilters.jsx: -------------------------------------------------------------------------------- 1 | import React from "react"; 2 | import { Button, Col, Container, Form, Row } from "react-bootstrap"; 3 | 4 | const SearchFilters = () => { 5 | return ( 6 |
7 | {/* give code for search bar and filter button */} 8 | 9 | 12 |
13 | ); 14 | }; 15 | 16 | export default SearchFilters; 17 | -------------------------------------------------------------------------------- /frontend/src/Components/Finances/TableComponent.jsx: -------------------------------------------------------------------------------- 1 | import React from "react"; 2 | import { Button, Container, Table } from "react-bootstrap"; 3 | import { useState } from 'react'; 4 | import Modal from 'react-bootstrap/Modal'; 5 | import Form from 'react-bootstrap/Form'; 6 | import {addCategory} from "../../apis/category.js"; 7 | 8 | const TableComponent = (props) => { 9 | const [show, setShow] = useState(false); 10 | const [data, setData] = useState([ 11 | { 12 | name: "Electric Bill", 13 | description: "Electric Bill desc", 14 | }, 15 | { 16 | name: "Groceries", 17 | description: "Groceries desc", 18 | }, 19 | ]); 20 | 21 | const handleClose = () => setShow(false); 22 | const handleShow = () => setShow(true); 23 | const [name, setName] = useState(''); 24 | const [description, setDescription] = useState(''); 25 | 26 | 27 | const renderTableRows = () => { 28 | return data.map((item) => ( 29 | 30 | {item.name} 31 | {item.description} 32 | 33 | )); 34 | }; 35 | 36 | const submitCategory = () => { 37 | console.log(name,description,'rrrrrrrrrrrrrrrr') 38 | const data = {name,parentId:"99",familyId:"99",description}; 39 | setData((c)=>{ 40 | return [...c,data] 41 | }) 42 | addCategory(data).then(res=>{ 43 | console.log(res,'rrrrrrrrrrrr'); 44 | setName(''); 45 | setDescription(''); 46 | }) 47 | handleClose() 48 | } 49 | 50 | return ( 51 |
52 |
53 |

{props.name}

54 | 57 |
58 | 59 |
60 | 61 | 62 | 63 | 64 | 65 | 66 | 67 | 68 | {renderTableRows()} 69 |
NameDescription
70 | 71 | 72 | 73 | 74 |
75 | 76 | Name 77 | setName(e.target.value)} type="text" /> 78 | 79 | 80 | Description 81 | setDescription(e.target.value)} as="textarea" rows={3} /> 82 | 83 |
84 | 85 | 86 | 87 | 88 | 89 |
90 | ); 91 | }; 92 | 93 | export default TableComponent; 94 | -------------------------------------------------------------------------------- /frontend/src/Components/Finances/index.js: -------------------------------------------------------------------------------- 1 | export { default as SearchFilters } from "./SearchFilters"; 2 | export { default as TableComponent } from "./TableComponent"; 3 | export { default as FinanceTable } from "./FinancesTable"; 4 | -------------------------------------------------------------------------------- /frontend/src/Components/Form/CreateForm.css: -------------------------------------------------------------------------------- 1 | .ant-col{ 2 | min-width: 30%; 3 | display: flex !important; 4 | } -------------------------------------------------------------------------------- /frontend/src/Components/Form/CreateForm.jsx: -------------------------------------------------------------------------------- 1 | import React, { useState } from "react"; 2 | import { Button, Modal, Form, Input, Select, Radio, message } from "antd"; 3 | import { PlusOutlined } from "@ant-design/icons"; 4 | import { createTransaction } from "../../apis/transactions"; 5 | import "./CreateForm.css"; 6 | 7 | const { Option } = Select; 8 | 9 | const CreateForm = ({ recordType, recordFields, reload, handleSubmit }) => { 10 | // create a state variable to control the visibility of the popup 11 | const [visible, setVisible] = useState(false); 12 | 13 | // create a state variable to control the loading status of the popup 14 | const [confirmLoading, setConfirmLoading] = useState(false); 15 | 16 | // create a state variable to store the input values 17 | const [inputValues, setInputValues] = useState({}); 18 | 19 | // handle the submit button click event 20 | // const handleSubmit = async () => { 21 | // // set the loading status to true 22 | // setConfirmLoading(true); 23 | 24 | // // create a new record in the database 25 | // const response = await createTransaction(recordType, inputValues); 26 | 27 | // // if the response is successful 28 | // if (response.status === 200) { 29 | // // show a success message 30 | // message.success("Create Successfully"); 31 | 32 | // // reload the page 33 | // // reload(); 34 | // } else { 35 | // // show an error message 36 | // message.error(response.data); 37 | // } 38 | 39 | // // set the loading status to false 40 | // setConfirmLoading(false); 41 | 42 | // // close the popup 43 | // setVisible(false); 44 | // }; 45 | 46 | // handle the cancel button click event 47 | const handleCancel = () => { 48 | // close the popup 49 | setVisible(false); 50 | }; 51 | 52 | // handle the input value change event 53 | const handleChange = (event, field) => { 54 | // get the input value 55 | const inputValue = event.target.value; 56 | 57 | // update the input values 58 | setInputValues({ ...inputValues, [field]: inputValue }); 59 | }; 60 | return ( 61 |
62 | {/* open or not */} 63 | {!visible ? null : ( 64 | handleSubmit()} 68 | confirm 69 | onCancel={() => handleCancel()} 70 | confirmLoading={confirmLoading} 71 | okText="Create" 72 | > 73 |
74 | {recordFields?.map((field) => { 75 | return ( 76 | 77 | {field?.type === "input" ? ( 78 | handleChange(event, field?.name)} 81 | /> 82 | ) : field?.type === "select" ? ( 83 | 91 | ) : field?.type === "radio" ? ( 92 | handleChange(event, field?.name)} 94 | > 95 | {field?.options?.map((option) => { 96 | return {option}; 97 | })} 98 | 99 | ) : field?.type === "text" ? ( 100 | handleChange(event, field?.name)} 103 | type="text" 104 | /> 105 | ) : field?.type === "number" ? ( 106 | handleChange(event, field?.name)} 109 | type="number" 110 | /> 111 | ) : field?.type === "date" ? ( 112 | handleChange(event, field?.name)} 115 | type="date" 116 | /> 117 | ) : null} 118 | 119 | ); 120 | })} 121 |
122 | 123 | )} 124 | 131 |
132 | ); 133 | }; 134 | 135 | export default CreateForm; 136 | -------------------------------------------------------------------------------- /frontend/src/Components/Home/Features.jsx: -------------------------------------------------------------------------------- 1 | import React from "react"; 2 | import { Col, Container } from "react-bootstrap"; 3 | 4 | const Features = () => { 5 | return ( 6 | 7 | 8 |

Track Expenses

9 |

10 | Easily track your expenses and categorize them to get a clear overview 11 | of your spending habits. 12 |

13 | 14 | 15 |

Manage Budget

16 |

17 | Set up a budget and monitor your progress to ensure you're staying 18 | within your financial goals. 19 |

20 | 21 | 22 | 23 |

Analyze Data

24 |

25 | Analyze your financial data with visual charts and graphs to gain 26 | insights into your spending patterns and identify areas for 27 | improvement. 28 |

29 | 30 | 31 |

Set Goals

32 |

33 | Define your financial goals and track your progress as you work 34 | towards achieving them. 35 |

36 | 37 | 38 | ); 39 | }; 40 | 41 | export default Features; 42 | -------------------------------------------------------------------------------- /frontend/src/Components/Home/Footer.jsx: -------------------------------------------------------------------------------- 1 | import React from "react"; 2 | 3 | const Footer = () => { 4 | return ( 5 |
6 |

© 2023 Personal Finance Tracker. All rights reserved.

7 |
8 | ); 9 | }; 10 | 11 | export default Footer; 12 | -------------------------------------------------------------------------------- /frontend/src/Components/Home/HeroSection.jsx: -------------------------------------------------------------------------------- 1 | import React from "react"; 2 | import { Button } from "react-bootstrap"; 3 | 4 | const HeroSection = ({ handleShow }) => { 5 | return ( 6 |
7 |

Welcome to Personal Finance Tracker

8 |

9 | Track your expenses, manage your budget, and stay on top of your 10 | financial goals. 11 |

12 | 15 |
16 | ); 17 | }; 18 | 19 | export default HeroSection; 20 | -------------------------------------------------------------------------------- /frontend/src/Components/Home/LoginModal.jsx: -------------------------------------------------------------------------------- 1 | import React, { useState } from "react"; 2 | import { Button, Form, Modal } from "react-bootstrap"; 3 | import { useNavigate } from "react-router-dom"; 4 | import { useMutation } from "@tanstack/react-query"; 5 | import { loginUser, signUpUser } from "../../apis"; 6 | import CreateForm from "../Form/CreateForm"; 7 | 8 | const LoginModal = ({ show, handleClose, handleShow }) => { 9 | const navigate = useNavigate(); 10 | 11 | const loginMutation = useMutation(["login"], loginUser); 12 | const signupMutation = useMutation(["signup"], signUpUser); 13 | 14 | const [username, setUsername] = useState(""); 15 | const [email, setEmail] = useState(""); 16 | const [password, setPassword] = useState(""); 17 | const [isLoginForm, setIsLoginForm] = useState(true); 18 | 19 | function isValidEmail(email) { 20 | return /\S+@\S+\.\S+/.test(email); 21 | } 22 | 23 | // handle signup function to query localhost:4000/user/signup with email and password using axios 24 | const handleSignup = async () => { 25 | // use signUpUser function from apis.js 26 | try { 27 | const res = await signupMutation.mutateAsync({ 28 | username, 29 | email, 30 | password, 31 | }); 32 | console.log(res); 33 | 34 | if (res?.status === 201) { 35 | console.log("signup successful"); 36 | localStorage.setItem("token", res.data); 37 | handleClose(); 38 | // redirect to /dashboard 39 | navigate("/dashboard"); 40 | } 41 | } catch (error) { 42 | console.log(error); 43 | } 44 | }; 45 | 46 | const handleLogin = async () => { 47 | // use loginUser function from apis.js 48 | try { 49 | const res = await loginMutation.mutateAsync({ email, password }); 50 | console.log(res); 51 | 52 | if (res?.status === 200) { 53 | console.log("login successful"); 54 | localStorage.setItem("token", res.data); 55 | handleClose(); 56 | // redirect to /dashboard 57 | navigate("/dashboard"); 58 | } 59 | } catch (error) { 60 | console.log(error); 61 | } 62 | }; 63 | 64 | return ( 65 | 72 | 73 | Login/Register 74 | 75 | 76 |
77 | {!isLoginForm && ( 78 | 79 | Name 80 | setUsername(e.target.value)} 86 | autoFocus 87 | /> 88 | 89 | )} 90 | 91 | Email address 92 | setEmail(e.target.value)} 98 | isValid={isValidEmail(email)} 99 | isInvalid={email.length > 0 && !isValidEmail(email)} 100 | /> 101 | 102 | 103 | Password 104 | setPassword(e.target.value)} 110 | // isValid={password.length > 6} 111 | /> 112 | 113 |
114 | 115 | 122 | {/* */} 125 | {isLoginForm ? ( 126 | <> 127 | 134 |

135 | Don't have an account?   136 | setIsLoginForm(false)} 140 | > 141 | Sign up 142 | 143 |

144 | 145 | ) : ( 146 | <> 147 | 154 |

155 | Already have an account?   156 | setIsLoginForm(true)} 160 | > 161 | Login 162 | 163 |

164 | 165 | )} 166 | 167 | 168 | ); 169 | }; 170 | 171 | export default LoginModal; 172 | -------------------------------------------------------------------------------- /frontend/src/Components/Home/index.js: -------------------------------------------------------------------------------- 1 | export { default as HeroSection } from "./HeroSection"; 2 | export { default as Features } from "./Features"; 3 | export { default as Footer } from "./Footer"; 4 | export { default as LoginModal } from "./LoginModal"; 5 | -------------------------------------------------------------------------------- /frontend/src/Components/PieChart.js: -------------------------------------------------------------------------------- 1 | import React, { useEffect, useRef, useState } from 'react'; 2 | import { Chart, registerables } from 'chart.js/auto'; 3 | import { overallData } from '../utils/pie-mock-data'; 4 | 5 | const PieChart = () => { 6 | const chartRef = useRef(null); 7 | const [category, setCategory] = useState([]); 8 | const [categoryData, setCategoryData] = useState([]); 9 | const [color, setColor] = useState([]); 10 | 11 | useEffect(() => { 12 | const ctx = chartRef.current.getContext('2d'); 13 | Chart.register(...registerables); 14 | 15 | if(category.length===0 && categoryData.length===0 && color.length===0) 16 | { 17 | overallData.map((ele, idx) => { 18 | category.push(ele.category); 19 | categoryData.push(ele.categoryData); 20 | color.push(ele.color); 21 | }) 22 | } 23 | const data = { 24 | labels: category, 25 | datasets: [{ 26 | data: categoryData, 27 | backgroundColor: color 28 | }] 29 | }; 30 | 31 | if (chartRef.current && chartRef.current.chart) { 32 | chartRef.current.chart.destroy(); 33 | } 34 | 35 | chartRef.current.chart = new Chart(ctx, { 36 | type: 'pie', 37 | data: data 38 | }); 39 | 40 | }, []); 41 | 42 | return ; 43 | }; 44 | 45 | export default PieChart; 46 | -------------------------------------------------------------------------------- /frontend/src/apis/category.js: -------------------------------------------------------------------------------- 1 | // create an CRUD transaction api call with base url from env and route /api/transaction using package Swal 2 | 3 | import Swal from "sweetalert2"; 4 | import { baseURL } from "."; 5 | import axios from "axios"; 6 | 7 | // create a function to get all transactions 8 | export const getCategory = async () => { 9 | try { 10 | const response = await axios.get(`${baseURL}/category/get`); 11 | return response; 12 | } catch (err) { 13 | console.log("getCategory err", err); 14 | } 15 | }; 16 | 17 | export const addCategory = async (payload) => { 18 | try { 19 | console.log("addCategory payload", payload); 20 | const response = await axios.post(`${baseURL}/category/add`,payload); 21 | return response; 22 | } catch (err) { 23 | Swal.fire({ 24 | icon: "error", 25 | text: err.response.data || "Add category failed!", 26 | toast: true, 27 | position: "top", 28 | showConfirmButton: false, 29 | timer: 3000, 30 | timerProgressBar: true, 31 | didOpen: (toast) => { 32 | toast.addEventListener("mouseenter", Swal.stopTimer); 33 | toast.addEventListener("mouseleave", Swal.resumeTimer); 34 | }, 35 | }); 36 | throw Error(err.response.data || "Add category failed!"); 37 | } 38 | }; -------------------------------------------------------------------------------- /frontend/src/apis/index.js: -------------------------------------------------------------------------------- 1 | import axios from "axios"; 2 | 3 | export const setAuthToken = (token) => { 4 | if (token) { 5 | axios.defaults.headers.common["Authorization"] = token; 6 | } else { 7 | delete axios.defaults.headers.common["Authorization"]; 8 | } 9 | }; 10 | 11 | export const baseURL = 12 | process.env.REACT_APP_BASE_URL || "http://localhost:4000"; 13 | 14 | export * from "./users"; 15 | -------------------------------------------------------------------------------- /frontend/src/apis/transactions.js: -------------------------------------------------------------------------------- 1 | // create an CRUD transaction api call with base url from env and route /api/transaction using package Swal 2 | 3 | import Swal from "sweetalert2"; 4 | import { baseURL } from "."; 5 | import axios from "axios"; 6 | 7 | // create a function to get all transactions 8 | export const getTransactions = async () => { 9 | try { 10 | const response = await axios.get(`${baseURL}/transaction`); 11 | return response; 12 | } catch (err) { 13 | console.log("getTransactions err", err); 14 | Swal.fire({ 15 | icon: "error", 16 | text: err.response.data || "Get all transactions failed!", 17 | toast: true, 18 | position: "top", 19 | showConfirmButton: false, 20 | timer: 3000, 21 | timerProgressBar: true, 22 | didOpen: (toast) => { 23 | toast.addEventListener("mouseenter", Swal.stopTimer); 24 | toast.addEventListener("mouseleave", Swal.resumeTimer); 25 | }, 26 | }); 27 | throw Error(err.response.data || "Get all transactions failed!"); 28 | } 29 | }; 30 | 31 | // create a function to get all transactions by id 32 | export const getTransactionById = async (id) => { 33 | try { 34 | const response = await axios.get(`${baseURL}/transaction/${id}`); 35 | return response; 36 | } catch (err) { 37 | console.log("getTransactionById err", err); 38 | Swal.fire({ 39 | icon: "error", 40 | text: err.response.data || "Get transaction by id failed!", 41 | toast: true, 42 | position: "top", 43 | showConfirmButton: false, 44 | timer: 3000, 45 | timerProgressBar: true, 46 | didOpen: (toast) => { 47 | toast.addEventListener("mouseenter", Swal.stopTimer); 48 | toast.addEventListener("mouseleave", Swal.resumeTimer); 49 | }, 50 | }); 51 | throw Error(err.response.data || "Get transaction by id failed!"); 52 | } 53 | }; 54 | 55 | // create a function to create a transaction 56 | export const createTransaction = async ({ amount, description }) => { 57 | try { 58 | const response = await axios.post(`${baseURL}/transaction/add`); 59 | Swal.fire({ 60 | icon: "success", 61 | text: "Transaction created successfully!", 62 | toast: true, 63 | position: "top", 64 | showConfirmButton: false, 65 | timer: 3000, 66 | timerProgressBar: true, 67 | didOpen: ( 68 | toast // create a function to update a transaction 69 | ) => { 70 | toast.addEventListener("mouseenter", Swal.stopTimer); 71 | toast.addEventListener("mouseleave", Swal.resumeTimer); 72 | }, 73 | }); 74 | return response; 75 | } catch (err) { 76 | console.log("createTransaction err", err); 77 | Swal.fire({ 78 | icon: "error", 79 | text: err.response.data || "Create transaction failed!", 80 | toast: true, 81 | position: "top", 82 | showConfirmButton: false, 83 | timer: 3000, 84 | timerProgressBar: true, 85 | didOpen: ( 86 | toast // create a function to update a transaction 87 | ) => { 88 | toast.addEventListener("mouseenter", Swal.stopTimer); 89 | toast.addEventListener("mouseleave", Swal.resumeTimer); 90 | }, 91 | }); 92 | throw Error(err.response.data || "Create transaction failed!"); 93 | } 94 | }; 95 | // create a function to delete a transaction 96 | export const removeTransactionById = async (_id) => { 97 | try { 98 | const response = await axios.delete(`${baseURL}/transaction/${_id}`); 99 | Swal.fire({ 100 | icon: "success", 101 | text: "Transaction deleted successfully!", 102 | toast: true, 103 | position: "top", 104 | showConfirmButton: false, 105 | timer: 3000, 106 | timerProgressBar: true, 107 | didOpen: ( 108 | toast // create a function to update a transaction 109 | ) => { 110 | toast.addEventListener("mouseenter", Swal.stopTimer); 111 | toast.addEventListener("mouseleave", Swal.resumeTimer); 112 | }, 113 | }); 114 | return response; 115 | } catch (err) { 116 | console.log("removeTransactionById err", err); 117 | Swal.fire({ 118 | icon: "error", 119 | text: err.response.data || "Delete transaction failed!", 120 | toast: true, 121 | position: "top", 122 | showConfirmButton: false, 123 | timer: 3000, 124 | timerProgressBar: true, 125 | didOpen: ( 126 | toast // create a function to update a transaction 127 | ) => { 128 | toast.addEventListener("mouseenter", Swal.stopTimer); 129 | toast.addEventListener("mouseleave", Swal.resumeTimer); 130 | }, 131 | }); 132 | throw Error(err.response.data || "Delete transaction failed!"); 133 | } 134 | }; 135 | // create a function to update a transaction 136 | export const updateTransactionById = async (_id, transaction) => { 137 | try { 138 | const response = await axios.put( 139 | `${baseURL}/transaction/${_id}`, 140 | transaction 141 | ); 142 | Swal.fire({ 143 | icon: "success", 144 | text: "Transaction updated successfully!", 145 | toast: true, 146 | position: "top", 147 | showConfirmButton: false, 148 | timer: 3000, 149 | timerProgressBar: true, 150 | didOpen: ( 151 | toast // create a function to update a transaction 152 | ) => { 153 | toast.addEventListener("mouseenter", Swal.stopTimer); 154 | toast.addEventListener("mouseleave", Swal.resumeTimer); 155 | }, 156 | }); 157 | return response; 158 | } catch (err) { 159 | console.log("updateTransactionById err", err); 160 | Swal.fire({ 161 | icon: "error", 162 | text: err.response.data || "Update transaction failed!", 163 | toast: true, 164 | position: "top", 165 | showConfirmButton: false, 166 | timer: 3000, 167 | timerProgressBar: true, 168 | didOpen: ( 169 | toast // create a function to update a transaction 170 | ) => { 171 | toast.addEventListener("mouseenter", Swal.stopTimer); 172 | toast.addEventListener("mouseleave", Swal.resumeTimer); 173 | }, 174 | }); 175 | throw Error(err.response.data || "Update transaction failed!"); 176 | } 177 | }; 178 | // create a function to get all transactions by user id 179 | export const getTransactionsByUserId = async (userId) => { 180 | try { 181 | const response = await axios.get(`${baseURL}/transaction/user/${userId}`); 182 | return response; 183 | } catch (err) { 184 | console.log("getTransactionsByUserId err", err); 185 | Swal.fire({ 186 | icon: "error", 187 | text: err.response.data || "Get transactions by user id failed!", 188 | toast: true, 189 | position: "top", 190 | showConfirmButton: false, 191 | timer: 3000, 192 | timerProgressBar: true, 193 | didOpen: ( 194 | toast // create a function to update a transaction 195 | ) => { 196 | toast.addEventListener("mouseenter", Swal.stopTimer); 197 | toast.addEventListener("mouseleave", Swal.resumeTimer); 198 | }, 199 | }); 200 | throw Error(err.response.data || "Get transactions by user id failed!"); 201 | } 202 | }; 203 | // create a function to get all transactions by family id 204 | export const getTransactionsByFamilyId = async (familyId) => { 205 | try { 206 | const response = await axios.get( 207 | `${baseURL}/transaction/family/${familyId}` 208 | ); 209 | return response; 210 | } catch (err) { 211 | console.log("getTransactionsByFamilyId err", err); 212 | Swal.fire({ 213 | icon: "error", 214 | text: err.response.data || "Get transactions by family id failed!", 215 | toast: true, 216 | position: "top", 217 | showConfirmButton: false, 218 | timer: 3000, 219 | timerProgressBar: true, 220 | didOpen: ( 221 | toast // create a function to update a transaction 222 | ) => { 223 | toast.addEventListener("mouseenter", Swal.stopTimer); 224 | toast.addEventListener("mouseleave", Swal.resumeTimer); 225 | }, 226 | }); 227 | throw Error(err.response.data || "Get transactions by family id failed!"); 228 | } 229 | }; 230 | // create a function to get all transactions by account id 231 | export const getTransactionsByAccountId = async (accountId) => { 232 | try { 233 | const response = await axios.get( 234 | `${baseURL}/transaction/account/${accountId}` 235 | ); 236 | return response; 237 | } catch (err) { 238 | console.log("getTransactionsByAccountId err", err); 239 | Swal.fire({ 240 | icon: "error", 241 | text: err.response.data || "Get transactions by account id failed!", 242 | toast: true, 243 | position: "top", 244 | showConfirmButton: false, 245 | timer: 3000, 246 | timerProgressBar: true, 247 | didOpen: ( 248 | toast // create a function to update a transaction 249 | ) => { 250 | toast.addEventListener("mouseenter", Swal.stopTimer); 251 | toast.addEventListener("mouseleave", Swal.resumeTimer); 252 | }, 253 | }); 254 | throw Error(err.response.data || "Get transactions by account id failed!"); 255 | } 256 | }; 257 | // create a function to get all transactions by category id 258 | export const getTransactionsByCategoryId = async (categoryId) => { 259 | try { 260 | const response = await axios.get( 261 | `${baseURL}/transaction/category/${categoryId}` 262 | ); 263 | return response; 264 | } catch (err) { 265 | console.log("getTransactionsByCategoryId err", err); 266 | Swal.fire({ 267 | icon: "error", 268 | text: err.response.data || "Get transactions by category id failed!", 269 | toast: true, 270 | position: "top", 271 | showConfirmButton: false, 272 | timer: 3000, 273 | timerProgressBar: true, 274 | didOpen: ( 275 | toast // create a function to update a transaction 276 | ) => { 277 | toast.addEventListener("mouseenter", Swal.stopTimer); 278 | toast.addEventListener("mouseleave", Swal.resumeTimer); 279 | }, 280 | }); 281 | throw Error(err.response.data || "Get transactions by category id failed!"); 282 | } 283 | }; 284 | // create a function to get all transactions by user id and family id 285 | export const getTransactionsByUserIdAndFamilyId = async (userId, familyId) => { 286 | try { 287 | const response = await axios.get( 288 | `${baseURL}/transaction/user/${userId}/family/${familyId}` 289 | ); 290 | return response; 291 | } catch (err) { 292 | console.log("getTransactionsByUserIdAndFamilyId err", err); 293 | Swal.fire({ 294 | icon: "error", 295 | text: 296 | err.response.data || 297 | "Get transactions by user id and family id failed!", 298 | toast: true, 299 | position: "top", 300 | showConfirmButton: false, 301 | timer: 3000, 302 | timerProgressBar: true, 303 | }); 304 | throw Error( 305 | err.response.data || "Get transactions by user id and family id failed!" 306 | ); 307 | } 308 | }; 309 | // create a function to get all transactions by user id and account id 310 | export const getTransactionsByUserIdAndAccountId = async ( 311 | userId, 312 | accountId 313 | ) => { 314 | try { 315 | const response = await axios.get( 316 | `${baseURL}/transaction/user/${userId}/account/${accountId}` 317 | ); 318 | return response; 319 | } catch (err) { 320 | console.log("getTransactionsByUserIdAndAccountId err", err); 321 | Swal.fire({ 322 | icon: "error", 323 | text: 324 | err.response.data || 325 | "Get transactions by user id and account id failed!", 326 | toast: true, 327 | position: "top", 328 | showConfirmButton: false, 329 | timer: 3000, 330 | timerProgressBar: true, 331 | }); 332 | throw Error( 333 | err.response.data || "Get transactions by user id and account id failed!" 334 | ); 335 | } 336 | }; 337 | // create a function to get all transactions by user id and category id 338 | export const getTransactionsByUserIdAndCategoryId = async ( 339 | userId, 340 | categoryId 341 | ) => { 342 | try { 343 | const response = await axios.get( 344 | `${baseURL}/transaction/user/${userId}/category/${categoryId}` 345 | ); 346 | return response; 347 | } catch (err) { 348 | console.log("getTransactionsByUserIdAndCategoryId err", err); 349 | Swal.fire({ 350 | icon: "error", 351 | text: 352 | err.response.data || 353 | "Get transactions by user id and category id failed!", 354 | toast: true, 355 | position: "top", 356 | showConfirmButton: false, 357 | timer: 3000, 358 | timerProgressBar: true, 359 | }); 360 | throw Error( 361 | err.response.data || "Get transactions by user id and category id failed!" 362 | ); 363 | } 364 | }; 365 | // create a function to get all transactions by user id, family id and account id 366 | export const getTransactionsByUserIdAndFamilyIdAndAccountId = async ( 367 | userId, 368 | familyId, 369 | accountId 370 | ) => { 371 | try { 372 | const response = await axios.get( 373 | `${baseURL}/transaction/user/${userId}/family/${familyId}/account/${accountId}` 374 | ); 375 | return response; 376 | } catch (err) { 377 | console.log("getTransactionsByUserIdAndFamilyIdAndAccountId err", err); 378 | Swal.fire({ 379 | icon: "error", 380 | text: 381 | err.response.data || 382 | "Get transactions by user id, family id and account id failed!", 383 | toast: true, 384 | position: "top", 385 | showConfirmButton: false, 386 | timer: 3000, 387 | timerProgressBar: true, 388 | }); 389 | throw Error( 390 | err.response.data || 391 | "Get transactions by user id, family id and account id failed!" 392 | ); 393 | } 394 | }; 395 | // create a function to get all transactions by user id, family id and category id 396 | export const getTransactionsByUserIdAndFamilyIdAndCategoryId = async ( 397 | userId, 398 | familyId, 399 | categoryId 400 | ) => { 401 | try { 402 | const response = await axios.get( 403 | `${baseURL}/transaction/user/${userId}/family/${familyId}/category/${categoryId}` 404 | ); 405 | return response; 406 | } catch (err) { 407 | console.log("getTransactionsByUserIdAndFamilyIdAndCategoryId err", err); 408 | Swal.fire({ 409 | icon: "error", 410 | text: 411 | err.response.data || 412 | "Get transactions by user id, family id and category id failed!", 413 | toast: true, 414 | position: "top", 415 | showConfirmButton: false, 416 | timer: 3000, 417 | timerProgressBar: true, 418 | }); 419 | throw Error( 420 | err.response.data || 421 | "Get transactions by user id, family id and category id failed!" 422 | ); 423 | } 424 | }; 425 | -------------------------------------------------------------------------------- /frontend/src/apis/users.js: -------------------------------------------------------------------------------- 1 | import axios from "axios"; 2 | import Swal from "sweetalert2"; 3 | import { baseURL } from "."; 4 | 5 | export const loginUser = async ({ email, password }) => { 6 | try { 7 | const response = await axios.post(`${baseURL}/user/signin`, { 8 | email, 9 | password, 10 | }); 11 | Swal.fire({ 12 | icon: "success", 13 | text: "Login successfully!", 14 | toast: true, 15 | position: "top", 16 | showConfirmButton: false, 17 | timer: 3000, 18 | timerProgressBar: true, 19 | didOpen: (toast) => { 20 | toast.addEventListener("mouseenter", Swal.stopTimer); 21 | toast.addEventListener("mouseleave", Swal.resumeTimer); 22 | }, 23 | }); 24 | return response; 25 | } catch (err) { 26 | console.log("login err", err); 27 | Swal.fire({ 28 | icon: "error", 29 | text: err.response.data || "Login failed!", 30 | toast: true, 31 | position: "top", 32 | showConfirmButton: false, 33 | timer: 3000, 34 | timerProgressBar: true, 35 | didOpen: (toast) => { 36 | toast.addEventListener("mouseenter", Swal.stopTimer); 37 | toast.addEventListener("mouseleave", Swal.resumeTimer); 38 | }, 39 | }); 40 | throw Error(err.response.data || "Login failed!"); 41 | } 42 | }; 43 | 44 | export const signUpUser = async ({ username, email, password }) => { 45 | try { 46 | const response = await axios.post(`${baseURL}/user/signup`, { 47 | name: username, 48 | email, 49 | password, 50 | }); 51 | Swal.fire({ 52 | icon: "success", 53 | text: "Profile created successfully!", 54 | toast: true, 55 | position: "top", 56 | showConfirmButton: false, 57 | timer: 3000, 58 | timerProgressBar: true, 59 | didOpen: (toast) => { 60 | toast.addEventListener("mouseenter", Swal.stopTimer); 61 | toast.addEventListener("mouseleave", Swal.resumeTimer); 62 | }, 63 | }); 64 | return response; 65 | } catch (err) { 66 | console.log("sign up errr", err); 67 | Swal.fire({ 68 | icon: "error", 69 | text: err.response.data || "Sign up failed!", 70 | toast: true, 71 | position: "top", 72 | showConfirmButton: false, 73 | timer: 3000, 74 | timerProgressBar: true, 75 | didOpen: (toast) => { 76 | toast.addEventListener("mouseenter", Swal.stopTimer); 77 | toast.addEventListener("mouseleave", Swal.resumeTimer); 78 | }, 79 | }); 80 | throw Error(err?.response?.data || "Sign up failed!"); 81 | } 82 | }; 83 | 84 | export const loadUser = async () => { 85 | try { 86 | const response = await axios.get(`${baseURL}/user/getCurrentUser`); 87 | console.log("load user", response.data); 88 | return response.data; 89 | } catch (err) { 90 | throw Error(err?.response?.data?.message || "Load user failed!"); 91 | } 92 | }; 93 | -------------------------------------------------------------------------------- /frontend/src/contexts/AuthContext.jsx: -------------------------------------------------------------------------------- 1 | import React, { useContext, useState } from "react"; 2 | 3 | const AuthContext = React.createContext(); 4 | 5 | export function useAuth() { 6 | return useContext(AuthContext); 7 | } 8 | 9 | export function AuthProvider({ children }) { 10 | const [currentUser, setCurrentUser] = useState(); 11 | const [loggedIn, setLoggedIn] = useState(false); 12 | const [token, setToken] = useState(); 13 | const [loading, setLoading] = useState(false); 14 | 15 | const value = { 16 | currentUser, 17 | setCurrentUser, 18 | loggedIn, 19 | setLoggedIn, 20 | userLoading: loading, 21 | setUserLoading: setLoading, 22 | token, 23 | setToken, 24 | }; 25 | 26 | return ( 27 | 28 | {!loading && children} 29 | 30 | ); 31 | } 32 | -------------------------------------------------------------------------------- /frontend/src/index.css: -------------------------------------------------------------------------------- 1 | body { 2 | margin: 0; 3 | font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', 'Roboto', 'Oxygen', 4 | 'Ubuntu', 'Cantarell', 'Fira Sans', 'Droid Sans', 'Helvetica Neue', 5 | sans-serif; 6 | -webkit-font-smoothing: antialiased; 7 | -moz-osx-font-smoothing: grayscale; 8 | } 9 | 10 | code { 11 | font-family: source-code-pro, Menlo, Monaco, Consolas, 'Courier New', 12 | monospace; 13 | } 14 | -------------------------------------------------------------------------------- /frontend/src/index.js: -------------------------------------------------------------------------------- 1 | import React from "react"; 2 | import ReactDOM from "react-dom/client"; 3 | import "./index.css"; 4 | 5 | // styles and bootstrap 6 | import "bootstrap/dist/css/bootstrap.min.css"; 7 | import "./styles/styles.scss"; 8 | 9 | import App from "./App"; 10 | import reportWebVitals from "./reportWebVitals"; 11 | 12 | // import BrowserRouter as Router 13 | import { BrowserRouter as Router } from "react-router-dom"; 14 | 15 | import { QueryClient, QueryClientProvider } from "@tanstack/react-query"; 16 | import { AuthProvider } from "./contexts/AuthContext"; 17 | // Create a client 18 | const queryClient = new QueryClient(); 19 | 20 | const root = ReactDOM.createRoot(document.getElementById("root")); 21 | root.render( 22 | 23 | 24 | 25 | 26 | 27 | 28 | 29 | 30 | 31 | ); 32 | 33 | // If you want to start measuring performance in your app, pass a function 34 | // to log results (for example: reportWebVitals(console.log)) 35 | // or send to an analytics endpoint. Learn more: https://bit.ly/CRA-vitals 36 | reportWebVitals(); 37 | -------------------------------------------------------------------------------- /frontend/src/pages/AccountsPage.jsx: -------------------------------------------------------------------------------- 1 | import React, { useState } from "react"; 2 | import NavbarComponent from "../Components/Common/NavbarComponent"; 3 | import { 4 | Button, 5 | Card, 6 | Col, 7 | Container, 8 | Row, 9 | Modal, 10 | Form, 11 | } from "react-bootstrap"; 12 | 13 | const AccountsPage = () => { 14 | const [bankName, setBankName] = useState(""); 15 | const [accountNumber, setAccountNumber] = useState(""); 16 | const [balance, setBalance] = useState(""); 17 | const accounts = [ 18 | { bankName: "PNB", accountNumber: "1234", balance: "$34" }, 19 | { bankName: "SBI", accountNumber: "1234", balance: "$34" }, 20 | { bankName: "HDFC", accountNumber: "1234", balance: "$34" }, 21 | ]; 22 | 23 | const [show, setShow] = useState(false); 24 | 25 | const handleClose = () => setShow(false); 26 | return ( 27 |
28 | 29 | 30 | Create Transaction 31 | 32 | 33 |
{}}> 34 | 35 | Account Name 36 | setBankName(e.target.value)} 41 | /> 42 | 43 | 44 | Account Code 45 | setAccountNumber(e.target.value)} 50 | /> 51 | 52 | 53 | Account Type 54 | setBalance(e.target.value)} 59 | /> 60 | 61 |
62 | 63 | 64 | 67 | 70 | 71 | 72 | 73 |
74 |
75 | 76 | {" "} 77 | {/*

Accounts


*/} 78 |
79 |

Accounts

80 | 81 | 84 |
85 |
86 | 87 | {" "} 88 | {accounts.map((account, index) => ( 89 | 90 | {" "} 91 | 92 | {" "} 93 | 94 | {" "} 95 | 96 |
102 |
{account.bankName}
103 |
104 | 105 |
106 |
107 | {" "} 108 | Account Number: {account.accountNumber}{" "} 109 | Balance: {account.balance}{" "} 110 | {" "} 111 | {" "} 112 | 113 | ))}{" "} 114 | {" "} 115 | 116 |
117 | ); 118 | }; 119 | 120 | export default AccountsPage; 121 | -------------------------------------------------------------------------------- /frontend/src/pages/CategoryPage.jsx: -------------------------------------------------------------------------------- 1 | import React, { useEffect } from "react"; 2 | import { useAuth } from "../contexts/AuthContext"; 3 | import { TableComponent, SearchFilters } from "../Components/Finances"; 4 | import NavbarComponent from "../Components/Common/NavbarComponent"; 5 | import {getCategory} from "../apis/category.js"; 6 | import { Button } from "react-bootstrap"; 7 | import { useState } from 'react'; 8 | 9 | const Category = () => { 10 | const { currentUser, loggedIn, setLoggedIn } = useAuth(); 11 | const [search, setSearch] = useState(''); 12 | const [data, setData] = useState([]); 13 | 14 | useEffect(() => { 15 | },[]); 16 | 17 | // create on search using event value on data 18 | const onSearch = (value) => { 19 | setSearch(value); 20 | const filterData = data.filter((item) => { 21 | return item.name.toLowerCase().includes(value.toLowerCase()); 22 | }); 23 | setData(filterData); 24 | }; 25 | 26 | return ( 27 |
28 | 29 |
30 |
31 |
32 |
33 | {/* give code for search bar and filter button */} 34 | onSearch(e.target.value)} type="text" placeholder="Search..." /> 35 | 38 |
39 | 40 |
41 |
42 | ); 43 | }; 44 | 45 | export default Category; 46 | -------------------------------------------------------------------------------- /frontend/src/pages/DashboardPage.jsx: -------------------------------------------------------------------------------- 1 | import React from "react"; 2 | import { Container, Row, Col } from "react-bootstrap"; 3 | import NavbarComponent from "../Components/Common/NavbarComponent"; 4 | import BarChart from "../Components/Chart"; 5 | import PieChart from "../Components/PieChart"; 6 | 7 | const DashboardPage = () => { 8 | return ( 9 |
10 | 11 | 12 | 13 | 14 | 15 |

Finance Tracker Dashboard

16 |

Here you can view and manage your financial data.

17 | 18 | 19 | 20 |
29 |
30 | 31 |
32 |
33 | 34 |
35 |
36 | 37 | 38 |
39 | ); 40 | }; 41 | 42 | export default DashboardPage; 43 | -------------------------------------------------------------------------------- /frontend/src/pages/FinancesPage.jsx: -------------------------------------------------------------------------------- 1 | import React, { useEffect, useState } from "react"; 2 | import { useAuth } from "../contexts/AuthContext"; 3 | import { 4 | TableComponent, 5 | SearchFilters, 6 | FinanceTable, 7 | } from "../Components/Finances"; 8 | import NavbarComponent from "../Components/Common/NavbarComponent"; 9 | import { useMutation, useQuery } from "@tanstack/react-query"; 10 | import { createTransaction, getTransactions } from "../apis/transactions"; 11 | import axios from "axios"; 12 | 13 | const FinancesPage = () => { 14 | const [amount, setAmount] = useState(""); 15 | const [transactionType, setTransactionType] = useState("income"); 16 | const [category, setCategory] = useState(""); 17 | const [date, setDate] = useState(""); 18 | const [description, setDescription] = useState(""); 19 | 20 | const [show, setShow] = useState(false); 21 | 22 | const [data, setData] = useState([ 23 | { 24 | id: 1, 25 | type: "Expense", 26 | name: "Electric Bill", 27 | date: "2023-06-15", 28 | amount: 100, 29 | category: "Utilities", 30 | }, 31 | { 32 | id: 2, 33 | type: "Income", 34 | name: "Salary", 35 | date: "2023-06-20", 36 | amount: 2000, 37 | category: "Income", 38 | }, 39 | { 40 | id: 3, 41 | type: "Expense", 42 | name: "Groceries", 43 | date: "2023-06-10", 44 | amount: 50, 45 | category: "Food", 46 | }, 47 | { 48 | id: 4, 49 | type: "Expense", 50 | name: "Internet Bill", 51 | date: "2023-06-25", 52 | amount: 80, 53 | category: "Utilities", 54 | }, 55 | { 56 | id: 5, 57 | type: "Income", 58 | name: "Freelance Work", 59 | date: "2023-06-18", 60 | amount: 500, 61 | category: "Income", 62 | }, 63 | { 64 | id: 6, 65 | type: "Expense", 66 | name: "Dinner", 67 | date: "2023-06-12", 68 | amount: 30, 69 | category: "Food", 70 | }, 71 | ]); 72 | 73 | const handleClose = () => setShow(false); 74 | 75 | const handleSubmit = async () => { 76 | try { 77 | // add transaction to the data array 78 | console.log("handleSubmit"); 79 | setData([ 80 | ...data, 81 | { 82 | id: data.length + 1, 83 | type: transactionType, 84 | name: description, 85 | date: date, 86 | amount: amount, 87 | category: category, 88 | }, 89 | ]); 90 | console.log(data); 91 | handleClose(); 92 | } catch (error) { 93 | console.log(error); 94 | } 95 | }; 96 | 97 | return ( 98 |
99 | 100 |
101 |
102 |
103 | 104 | 124 |
125 |
126 | ); 127 | }; 128 | 129 | export default FinancesPage; 130 | -------------------------------------------------------------------------------- /frontend/src/pages/Homepage.jsx: -------------------------------------------------------------------------------- 1 | import React, { useState } from "react"; 2 | import { HeroSection, Features, Footer, LoginModal } from "../Components/Home"; 3 | import { useAuth } from "../contexts/AuthContext"; 4 | import { Navigate } from "react-router-dom"; 5 | 6 | const Homepage = () => { 7 | const { loggedIn } = useAuth(); 8 | 9 | const [show, setShow] = useState(false); 10 | 11 | const handleClose = () => setShow(false); 12 | const handleShow = () => setShow(true); 13 | 14 | if (loggedIn) { 15 | return ; 16 | } 17 | 18 | return ( 19 |
20 | 21 | 22 | 23 | 24 |
25 | 26 | {/* login modal */} 27 | 32 |
33 | ); 34 | }; 35 | 36 | export default Homepage; 37 | -------------------------------------------------------------------------------- /frontend/src/pages/NotFoundPage.jsx: -------------------------------------------------------------------------------- 1 | import React from "react"; 2 | import { Container, Row, Col } from "react-bootstrap"; 3 | 4 | const NotFoundPage = () => { 5 | return ( 6 |
7 | 8 | 9 | 10 |

404

11 |

Page Not Found

12 |

13 | Oops! The page you are looking for does not exist. 14 |

15 | 16 | 17 | 18 |
19 | ); 20 | }; 21 | 22 | export default NotFoundPage; 23 | -------------------------------------------------------------------------------- /frontend/src/pages/index.js: -------------------------------------------------------------------------------- 1 | export { default as HomePage } from "./Homepage"; 2 | export { default as DashboardPage } from "./DashboardPage"; 3 | export { default as NotFoundPage } from "./NotFoundPage"; 4 | export { default as FinancesPage } from "./FinancesPage"; 5 | export { default as CategoryPage } from "./CategoryPage"; 6 | -------------------------------------------------------------------------------- /frontend/src/reportWebVitals.js: -------------------------------------------------------------------------------- 1 | const reportWebVitals = onPerfEntry => { 2 | if (onPerfEntry && onPerfEntry instanceof Function) { 3 | import('web-vitals').then(({ getCLS, getFID, getFCP, getLCP, getTTFB }) => { 4 | getCLS(onPerfEntry); 5 | getFID(onPerfEntry); 6 | getFCP(onPerfEntry); 7 | getLCP(onPerfEntry); 8 | getTTFB(onPerfEntry); 9 | }); 10 | } 11 | }; 12 | 13 | export default reportWebVitals; 14 | -------------------------------------------------------------------------------- /frontend/src/routes/PrivateRoutes.jsx: -------------------------------------------------------------------------------- 1 | import { Navigate, Outlet } from "react-router-dom"; 2 | 3 | const PrivateRoutes = ({ loggedIn }) => { 4 | return loggedIn ? : ; 5 | }; 6 | 7 | export default PrivateRoutes; 8 | -------------------------------------------------------------------------------- /frontend/src/setupTests.js: -------------------------------------------------------------------------------- 1 | // jest-dom adds custom jest matchers for asserting on DOM nodes. 2 | // allows you to do things like: 3 | // expect(element).toHaveTextContent(/react/i) 4 | // learn more: https://github.com/testing-library/jest-dom 5 | import '@testing-library/jest-dom'; 6 | -------------------------------------------------------------------------------- /frontend/src/styles/_base.scss: -------------------------------------------------------------------------------- 1 | // font 2 | @import url("https://fonts.googleapis.com/css2?family=Poppins:wght@100;200;300;400;500;600;700;800&display=swap"); 3 | 4 | *, 5 | *::after, 6 | *::before { 7 | margin: 0; 8 | padding: 0; 9 | box-sizing: inherit; 10 | } 11 | 12 | html { 13 | box-sizing: border-box; 14 | scroll-behavior: smooth; 15 | } 16 | 17 | body { 18 | -moz-osx-font-smoothing: grayscale; 19 | -webkit-font-smoothing: antialiased; 20 | font-family: "Poppins", sans-serif; 21 | } 22 | 23 | ::-webkit-scrollbar { 24 | width: 6px; 25 | transition: all 2s ease; 26 | } -------------------------------------------------------------------------------- /frontend/src/styles/pages/_finances.scss: -------------------------------------------------------------------------------- 1 | .finances { 2 | &-searchfilter { 3 | display: flex; 4 | align-items: center; 5 | justify-content: space-between; 6 | 7 | input { 8 | width: 75%; 9 | margin-bottom: 1rem; 10 | padding: 0.5rem; 11 | border: 1px solid #ced4da; 12 | border-radius: 0.25rem; 13 | font-size: 1rem; 14 | color: #666; 15 | background-color: #f9f9f9; 16 | transition: border-color 0.2s ease-in-out; 17 | // box-shadow: 0 0 0 0.2rem rgba(0, 0, 0, 0.1); 18 | &:focus { 19 | outline: none; 20 | border-color: #007bff; 21 | } 22 | 23 | } 24 | 25 | .filter-btn { 26 | width: 20%; 27 | margin-bottom: 1rem; 28 | padding: 0.5rem; 29 | border:none; 30 | border-radius: 0.35rem; 31 | font-size: 1rem; 32 | color: #fff; 33 | background-color: #007bff ; 34 | transition: border-color 0.2s ease-in-out; 35 | 36 | } 37 | } 38 | } -------------------------------------------------------------------------------- /frontend/src/styles/pages/_home.scss: -------------------------------------------------------------------------------- 1 | .home-page { 2 | display: flex; 3 | flex-direction: column; 4 | min-height: 100vh; 5 | } 6 | 7 | .jumbotron { 8 | flex: 1; 9 | display: flex; 10 | flex-direction: column; 11 | align-items: center; 12 | justify-content: center; 13 | text-align: center; 14 | // background-color: #f8f9fa; 15 | /* purple linear gradient */ 16 | // background: linear-gradient(to bottom, #6a11cb, #2575fc); 17 | // background: linear-gradient( 18 | // 45deg, 19 | // rgba(138, 43, 226, 1) 0%, 20 | // rgba(75, 0, 130, 1) 100% 21 | // ); 22 | // background: linear-gradient(to right, #667eea, #764ba2); 23 | background: linear-gradient(to right, #7b4397, #dc2430); 24 | color: #fff; 25 | padding: 2rem; 26 | flex: 4; 27 | } 28 | 29 | .features { 30 | display: grid; 31 | /* two items in one row */ 32 | grid-template-columns: repeat(2, 1fr); 33 | grid-gap: 1rem; 34 | padding: 1rem 10rem; 35 | flex: 1; 36 | font-size: 1.2rem; 37 | 38 | .feature-row { 39 | display: flex; 40 | flex-direction: row; 41 | justify-content: space-between; 42 | align-items: center; 43 | margin-bottom: 1rem; 44 | } 45 | } 46 | 47 | .feature-item { 48 | background-color: #f8f9fa; 49 | padding: 30px; 50 | border-radius: 5px; 51 | } 52 | 53 | .feature-title { 54 | font-size: 24px; 55 | font-weight: bold; 56 | margin-bottom: 10px; 57 | } 58 | 59 | .feature-description { 60 | font-size: 16px; 61 | color: #6c757d; 62 | } 63 | 64 | 65 | .footer { 66 | background-color: #f8f9fa; 67 | padding: 1rem; 68 | text-align: center; 69 | font-size: 0.8rem; 70 | color: #868e96; 71 | } -------------------------------------------------------------------------------- /frontend/src/styles/pages/_notfound.scss: -------------------------------------------------------------------------------- 1 | .not-found-page { 2 | padding: 2rem; 3 | 4 | h1 { 5 | font-size: 4rem; 6 | margin-bottom: 1rem; 7 | } 8 | 9 | h2 { 10 | font-size: 2rem; 11 | margin-bottom: 1rem; 12 | } 13 | 14 | p { 15 | font-size: 1.5rem; 16 | margin-bottom: 2rem; 17 | color: #666; 18 | text-align: center; 19 | } 20 | } 21 | -------------------------------------------------------------------------------- /frontend/src/styles/styles.scss: -------------------------------------------------------------------------------- 1 | // base.scss 2 | @import '_base'; 3 | 4 | // =========== pages =========== 5 | // _home.scss 6 | @import './pages/home'; 7 | @import './pages/finances'; 8 | // _notfound.scss 9 | @import './pages/notfound'; -------------------------------------------------------------------------------- /frontend/src/utils/chart-mock-data.js: -------------------------------------------------------------------------------- 1 | export const overallData = [ 2 | { month: "January", expense: 25678 }, 3 | 4 | { month: "February", expense: 34523 }, 5 | 6 | { month: "March", expense: 19890 }, 7 | 8 | { month: "April", expense: 20345 }, 9 | 10 | { month: "May", expense: 18456 }, 11 | 12 | { month: "June", expense: 22374 }, 13 | 14 | { month: "July", expense: 0 }, 15 | 16 | { month: "August", expense: 0 }, 17 | 18 | { month: "September", expense: 0 }, 19 | 20 | { month: "October", expense: 0 }, 21 | 22 | { month: "November", expense: 0 }, 23 | 24 | { month: "December", expense: 0 }, 25 | ]; 26 | 27 | export const DEFAULT_FILTER_LABEL = { 28 | id: "month", 29 | label: "Expense wrt. Month", 30 | }; 31 | -------------------------------------------------------------------------------- /frontend/src/utils/constants.js: -------------------------------------------------------------------------------- 1 | export const FormBuilder = { 2 | AddTransaction: [ 3 | { 4 | type: "number", 5 | name: "amount", 6 | label: "Amount", 7 | placeholder: "Enter Amount", 8 | required: true, 9 | }, 10 | { 11 | type: "select", 12 | name: "type", 13 | label: "Type", 14 | placeholder: "Enter Type", 15 | required: true, 16 | options: [ 17 | { value: 0, label: "Income" }, 18 | { value: 1, label: "Expense" }, 19 | ], 20 | }, 21 | { 22 | type: "select", 23 | name: "category", 24 | label: "Category", 25 | placeholder: "Enter Category", 26 | required: true, 27 | }, 28 | { 29 | type: "text", 30 | name: "description", 31 | label: "Description", 32 | placeholder: "Enter Description", 33 | required: true, 34 | }, 35 | { 36 | type: "date", 37 | name: "date", 38 | label: "Date", 39 | placeholder: "Enter Date", 40 | required: true, 41 | }, 42 | ], 43 | // create a new key for categories 44 | AddCategory: [ 45 | { 46 | type: "text", 47 | name: "name", 48 | label: "Name", 49 | placeholder: "Enter Name", 50 | required: true, 51 | }, 52 | { 53 | type: "text", 54 | name: "description", 55 | label: "Description", 56 | placeholder: "Enter Description", 57 | required: true, 58 | }, 59 | ], 60 | }; 61 | -------------------------------------------------------------------------------- /frontend/src/utils/pie-mock-data.js: -------------------------------------------------------------------------------- 1 | export const overallData = [ 2 | { category: 'Travel', categoryData: 10, color: '#ff6384' }, 3 | { category: 'Food', categoryData: 20, color: '#36a2eb' }, 4 | { category: 'Education', categoryData: 30, color: '#ffce56' }, 5 | { category: 'Others', categoryData: 40, color: 'red' }, 6 | ] -------------------------------------------------------------------------------- /frontend/src/utils/table-mock-data.js: -------------------------------------------------------------------------------- 1 | export const data = [ 2 | { 3 | id: 1, 4 | name: "Electric Bill", 5 | }, 6 | { id: 2, name: "Salary" }, 7 | { 8 | id: 3, 9 | name: "Groceries", 10 | }, 11 | { 12 | id: 4, 13 | name: "Internet Bill", 14 | }, 15 | { 16 | id: 5, 17 | name: "Freelance Work", 18 | }, 19 | { id: 6, name: "Dinner" }, 20 | ]; -------------------------------------------------------------------------------- /media/Architecture.png: -------------------------------------------------------------------------------- https://raw.githubusercontent.com/Fastest-Coder-First/veersatech/49109dee160ef2126206ea048bf6bbba2110895d/media/Architecture.png -------------------------------------------------------------------------------- /media/Chaitanya.png: -------------------------------------------------------------------------------- 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click on the "Sign Up" button to be redirected to the sign up page. 13 | ![Register Page](./media/register.png) 14 | 15 | # Dashboard Page 16 | 17 | Dashboard page that provides a brief overview of the user's financial status. It includes a graph that shows the user's net worth over time, a list of the user's accounts, and a list of the user's transactions. 18 | ![Dashboard Page](./media/dashboard.jpg) 19 | 20 | # Transactions Page 21 | Transactions Page that allows users to view, add, edit, and delete transactions. It also allows users to filter transactions by date, category, and account. 22 | ![Transactions Page](./media/transactions.jpg) 23 | ![Create Transaction](./media/create-transaction.jpg) 24 | 25 | 26 | # Categories Page 27 | Categoroes Page that allows users to view, add, edit, and delete categories. 28 | ![Categories Page](./media/categories.jpg) 29 | ![Create Category](./media/add-category.jpg) 30 | 31 | 32 | # Accounts Page 33 | Accounts Page that allows users to view, add, edit, and delete accounts. 34 | ![Accounts Page](./media/accounts.jpg) 35 | ![Create Account](./media/add-account.jpg) 36 | 37 | # Reports Page 38 | Reports Page that allows users to view reports of their income and expenses over time. 39 | ![Reports Page](./media/reports.jpg) 40 | 41 | # Demo Video 42 | [Demo Video](./media/hackathon_video.webm) 43 | 44 | 45 | -------------------------------------------------------------------------------- /userguide.md: -------------------------------------------------------------------------------- 1 | # Personal Finance Tracker User Guide 2 | 3 | Welcome to the Personal Finance Tracker user guide! This guide will walk you through the various features and functionalities of the application, helping you manage your income, expenses, categories, and accounts effectively. 4 | 5 | ## Features 6 | Following are the key features of the Personal Finance Tracker application: 7 | - Easy and intutive user interface for add and managing expenses and income transactions 8 | - Define categories for transactions as per your needs - for example, you can create categories like "Food", "Travel", "Salary", etc. 9 | - Create accounts to track your balance and transactions - for example, you can create accounts like "Cash", "Credit Card", "Bank Account", etc. 10 | - Generate reports to get insights into your spending patterns and income sources 11 | - Manage your profile and settings 12 | - Secure login and registration 13 | - Responsive design for mobile and desktop devices 14 | - Multi-Tenant support - you can create multiple families and family memmbers can manage their own customized transactions, categories, and accounts etc. 15 | 16 | ![Landing Page](./media/landing-page.png) 17 | 18 | ## Sections 19 | 20 | Personal Finance Tracker is divided into the following sections: 21 | 22 | 1. [Dashboard](#dashboard) 23 | 2. [Transactions](#transactions) 24 | 3. [Categories](#categories) 25 | 4. [Accounts](#accounts) 26 | 5. [Reports](#reports) 27 | 6. [Settings](#settings) 28 | 29 | ## Dashboard 30 | 31 | The dashboard provides an overview of your financial information. It displays your current balance, income, expenses, and may include charts or graphs representing your spending patterns. Use the dashboard to get a quick snapshot of your financial situation. 32 | ![Dashboard Page](./media/dashboard.jpg) 33 | 34 | ## Transactions 35 | 36 | The transactions feature allows you to add, edit, and delete income and expense entries. You can categorize each transaction to keep track of your spending habits and income sources. Here's how you can use the transactions feature: 37 | 38 | 1. **View Transactions:** Navigate to the Transactions page to see a list of all your transactions, including their descriptions, amounts, and types (income or expense). 39 | 2. **Add Transaction:** Click on the "Add Transaction" button to create a new income or expense entry. Enter the necessary details, such as description, amount, and category. 40 | 3. **Edit Transaction:** To modify an existing transaction, click on the edit icon or the transaction itself. Update the necessary fields and save the changes. 41 | 4. **Delete Transaction:** If you want to remove a transaction, locate the delete icon next to the transaction and confirm the deletion. 42 | ![Transactions Page](./media/transactions.jpg) 43 | 44 | 45 | 46 | ## Categories 47 | 48 | The categories feature allows you to manage and organize your transaction categories. You can create, edit, and delete categories to classify your income and expenses. Follow these steps to work with categories: 49 | 50 | 1. **View Categories:** Access the Categories page to see a list of all your categories, along with their names and parent categories (if applicable). 51 | 2. **Add Category:** Click on the "Add Category" button to create a new category. Provide a name for the category and, if needed, select a parent category to create a hierarchy. 52 | 3. **Edit Category:** To modify a category, locate the edit icon or the category itself. Update the name or parent category as required and save the changes. 53 | 4. **Delete Category:** If you want to remove a category, find the delete icon next to the category and confirm the deletion. Note that deleting a category may affect associated transactions. 54 | ![Categories Page](./media/categories.jpg) 55 | 56 | ## Accounts 57 | 58 | The accounts feature enables you to manage your financial accounts, such as bank accounts, credit cards, or cash. You can add, edit, and delete accounts, as well as track transactions associated with each account. Here's how to work with accounts: 59 | 60 | 1. **View Accounts:** Go to the Accounts page to see a list of all your accounts, including their names, current balances, and currencies. 61 | 2. **Add Account:** Click on the "Add Account" button to create a new account. Enter a name for the account, specify the initial balance, and select the currency. 62 | 3. **Edit Account:** To modify an existing account, locate the edit icon or the account itself. Update the name, balance, or currency as necessary and save the changes. 63 | 4. **Delete Account:** If you want to remove an account, find the delete icon next to the account and confirm the deletion. Note that deleting an account may affect associated transactions. 64 | ![Accounts Page](./media/accounts.jpg) 65 | 66 | ## Reports 67 | 68 | The reports feature allows you to generate various reports related to your financial data. You can generate expense reports, income reports, category-wise spending reports, and more. Follow these steps to generate reports: 69 | 70 | 1. **Select Report Type:** Navigate to the Reports page and choose the type of report you want to generate, such as expense report or income report. 71 | 2. **Set Filters (Optional):** If needed, set filters to refine the report results. For example, you can specify a date range or select specific categories. 72 | 3. **Generate Report:** Click on the "Generate Report" button to generate the report based on your selections. 73 | 4. **View and Export:** Once the report is generated, you can view it on the screen and, if desired, export it to a file format like PDF or CSV. 74 | ![Reports Page](./media/reports.jpg) 75 | 76 | ## Settings 77 | 78 | The settings feature allows you to manage your account settings and preferences. You can update your profile information, change passwords, and modify notification preferences. Follow these steps to access and modify your settings: 79 | 80 | 1. **Access Settings:** Click on the "Settings" option in the menu to navigate to the Settings page. 81 | 2. **Update Profile:** Update your profile information, such as username and email address, if necessary. 82 | 3. **Change Password:** If you want to change your password, locate the "Change Password" section and follow the instructions to set a new password. 83 | 4. **Notification Preferences:** Modify your notification preferences, such as email notifications or app notifications, based on your preferences. 84 | 85 | Congratulations! You are now familiar with the various features of the Personal Finance Tracker application. Start managing your income, expenses, categories, and accounts efficiently to take control of your finances! 86 | 87 | ## Following features are planned for future releases 88 | - Offline support 89 | - PWA support 90 | - Dark mode 91 | - Multi-language support 92 | - Multi-currency support 93 | 94 | 95 | If you have any further questions or need assistance, please reach out to our [development team](./README.md#development-team). 96 | 97 | 98 | Enjoy using the Personal Finance Tracker! 99 | 100 | --------------------------------------------------------------------------------