# Finance App

Personal finance web app for tracking bank transactions, monitoring net worth, and visualizing spending. Self-hosted via Docker Compose — no cloud services required.

## Features

- Import transactions from CSV exports (Discover Savings, Discover Credit Card, Huntington Checking, Fidelity)
- Net worth tracking across bank accounts
- Browse, filter, and annotate transactions
- Assign transactions to budgets with optional monthly caps
- Dashboard: net worth snapshot, cash flow, recent transactions, budget summary
- Charts: net worth trend, monthly cash flow, spending by category, budget performance

## Quick start

**Prerequisites:** Docker and Docker Compose

```sh
# 1. Copy the example env file
cp .env.example .env
```

Edit `.env`:
- Set `NEXTAUTH_SECRET` to the output of `openssl rand -base64 32`
- Set `SEED_EMAIL` and `SEED_PASSWORD` to your desired login credentials
- Change `POSTGRES_PASSWORD` to a strong password

```sh
# 2. Build the images
docker compose build

# 3. Start the database
docker compose up db -d

# 4. First-run only: apply the schema and create your user
docker compose --profile setup run --rm setup

# 5. Start the app
docker compose up app -d

# 6. Open the app
open http://localhost:3000
```

Sign in with the `SEED_EMAIL` / `SEED_PASSWORD` you set.

## Environment variables

| Variable | Description |
|---|---|
| `NEXTAUTH_SECRET` | Secret for JWT signing — run `openssl rand -base64 32` |
| `NEXTAUTH_URL` | Public URL of the app (default: `http://localhost:3000`) |
| `SEED_EMAIL` | Login email created by the seed script |
| `SEED_PASSWORD` | Login password created by the seed script |
| `POSTGRES_USER` | PostgreSQL username |
| `POSTGRES_PASSWORD` | PostgreSQL password |
| `POSTGRES_DB` | PostgreSQL database name |
| `DATABASE_URL` | Full connection string — set automatically by Compose |

## Useful commands

```sh
# View logs
docker compose logs -f app

# Stop the stack
docker compose down

# Stop and wipe the database volume
docker compose down -v

# Re-seed after a wipe
docker compose --profile setup run --rm setup

# Check health
curl http://localhost:3000/api/health
```

## CSV import

Upload CSV files at `/upload`. The bank profile is auto-detected from the header row. Supported profiles:

| Bank | Account type |
|---|---|
| Discover High Yield Savings | BANK |
| Discover Credit Card | CREDIT_CARD |
| Huntington Checking | BANK |
| Fidelity (cash activity only) | BANK |

If auto-detection fails, a column mapper is shown for manual field assignment.

**BANK** accounts count toward net worth and cash flow. **CREDIT_CARD** accounts are tracked only.

## Development

```sh
# Start the database
docker compose up db -d

# Install dependencies
npm install

# Apply schema
npx prisma db push

# Seed a user
npx prisma db seed

# Start the dev server
npm run dev
```

The app is at http://localhost:3000.

## Architecture

| Layer | Choice |
|---|---|
| Framework | Next.js 16 App Router + TypeScript |
| Database | PostgreSQL 16 + Prisma ORM |
| Auth | NextAuth.js v5 (JWT sessions, bcrypt) |
| UI | Tailwind CSS + shadcn/ui |
| Charts | Recharts |
| Deployment | Docker Compose |