Financeflow

FinanceFlow

Overview

FinanceFlow is a comprehensive personal finance management platform designed to help users track income, expenses, savings, and financial goals. It provides an intuitive interface to manage finances, analyze spending patterns, and make informed financial decisions.

The platform allows users to log transactions, categorize expenses, set budgets, track savings goals, and generate financial reports. FinanceFlow ensures a seamless user experience by prioritizing security, efficiency, and scalability while keeping financial data organized and accessible across devices.

Key Features

1. Expense & Income Tracking

• Categorize and record expenses and income with ease.
• View real-time updates on financial transactions.

2. Budget Management

• Set spending limits across different categories.
• Receive alerts when approaching budget limits.

3. Savings & Goal Tracking

• Monitor financial goals (e.g., vacation savings, emergency funds).
• Get automated saving recommendations based on spending habits.

4. Financial Reports & Insights

• Analyze spending trends with detailed reports.
• Export reports in CSV, PDF, or JSON format.

5. User Authentication & Security

• Secure account creation with authentication mechanisms.
• Two-factor authentication (2FA) for enhanced security.

6. Multi-User & Role-Based Access (For Businesses)

• Business users can create sub-accounts for employees.
• Track departmental expenses separately.

7. Cross-Platform Accessibility

• Available on both desktop and mobile devices.
• Progressive Web App (PWA) support for a seamless experience.

Development Methodology

FinanceFlow follows Agile development principles and uses Kanban methodology:

• Kanban Board: Tasks are managed in a structured workflow (To-Do, In Progress, Done).
• Iterative Development: Features are continuously improved based on feedback.
• Task Prioritization: Financial tracking features are developed based on importance.

Version Control Strategy: GitFlow

We follow the GitFlow workflow, which provides a structured branching strategy for feature development, releases, and hotfixes.

GitFlow Branch Structure

• main branch → Contains stable production-ready code.
• develop branch → Active development happens here.
• Feature branches (feature/feature-name) → Used for new features.
• Release branches (release/version-number) → Used to prepare for a new release.
• Hotfix branches (hotfix/fix-name) → Used for urgent bug fixes in production.

GitFlow Workflow Example

1️⃣ Cloning the repository & setting up branches

# Clone the repository
git clone https://github.com/Omid2831/FinanceFlow.git
cd FinanceFlow

# Set up main and develop branches
git checkout main
git checkout -b develop

2️⃣ Starting a new feature

# Create a new feature branch
git checkout -b feature/user-authentication

# Work on the feature, commit changes
git add .
git commit -m "feat: add user authentication module"

# Merge the feature branch back to develop
git checkout develop
git merge feature/user-authentication

3️⃣ Creating a release branch

# Create a release branch
git checkout -b release/v1.0.0

# Perform final tests, bug fixes, and optimizations
git commit -m "fix: resolve minor UI issues"

# Merge into main and tag the release
git checkout main
git merge release/v1.0.0
git tag -a v1.0.0 -m "FinanceFlow v1.0.0 release"

4️⃣ Handling hotfixes

# Create a hotfix branch for an urgent bug
git checkout -b hotfix/fix-login-bug

# Fix the issue, commit, and merge into main
git commit -m "fix: resolve login issue"
git checkout main
git merge hotfix/fix-login-bug

# Merge the fix into develop as well
git checkout develop
git merge main

This ensures a clean, structured workflow for development and releases. 🚀

Prerequisites

Frontend

✅ React.js – Core framework for building the UI
✅ HTML, CSS, JavaScript – Essential web technologies
✅ Tailwind CSS or Bootstrap – For styling
✅ Redux or Context API – For state management

Backend

✅ Python (Flask) – Lightweight and easy-to-use web framework
✅ Flask Extensions – (e.g., Flask-SQLAlchemy for ORM, Flask-JWT-Extended for JWT authentication)

Database

✅ SQL (PostgreSQL or MySQL) – Structured, relational database
✅ SQLite (for development/testing) – Lightweight and easy to set up

Other Requirements

✅ Git & GitHub – Version control for collaboration
✅ Node.js (for frontend tools only) – Required for package management (npm, yarn)
✅ REST API Development – For communication between frontend and backend
✅ JWT or OAuth – For authentication & security
✅ Kanban & Agile Methodology – For project management (Trello, GitHub Projects)

Conventional Commits

We use Conventional Commits for clear and consistent commit messages.

Commit Message Format:

type(scope): message

Common Types:

• feat: – New feature (e.g., feat: add budget tracking)
• fix: – Bug fix (e.g., fix: resolve login issue)
• refactor: – Code refactoring (e.g., refactor: optimize API calls)
• docs: – Documentation updates (e.g., docs: update README)
• style: – UI/design improvements (e.g., style: enhance button UI)
• test: – Adding or updating tests (e.g., test: add unit test for auth)
• chore: – Maintenance tasks (e.g., chore: update dependencies)

Example commit:

git commit -m "feat(auth): add JWT authentication support"

This keeps commit history clean and meaningful! 🚀

How to Use FinanceFlow

1️⃣ Clone the repository

git clone https://github.com/Omid2831/FinanceFlow.git
cd FinanceFlow

2️⃣ Install dependencies (for frontend)

npm install  # or yarn install

3️⃣ Start the development server

npm start  # or yarn start

4️⃣ Set up the backend (Flask)

# Example for Flask backend
pip install -r requirements.txt
python app.py  # Or use flask run

5️⃣ Enjoy FinanceFlow! 🚀

Project Author

Developed by: Omid2831
GitHub: @Omid2831