💰 Expense Manager

A comprehensive expense tracking and management system with AI-powered features for smarter financial management.

🌟 Features

• 📱 Frontend

  • Modern, responsive React application with TypeScript
  • Beautiful green/black themed UI using shadcn/ui components
  • Interactive dashboard with charts and analytics
  • Mobile-friendly design with collapsible sidebar
  • Protected routes with JWT authentication
  • Real-time expense tracking and visualization

• 🔧 Backend

  • RESTful API built with FastAPI
  • JWT-based authentication
  • AI-powered receipt processing
  • Intelligent expense categorization
  • Financial insights and analytics
  • AI chat assistant for financial advice

🏗️ Architecture

🚀 Quick Start

Prerequisites

• Python 3.12+
• MongoDB (local or MongoDB Atlas)
• Google AI API key
• Node.js 20+ (for frontend, when available)

Backend Setup

1. Clone the repository

   git clone https://github.com/Sanjeev-Kumar78/Expense_Manager.git
   cd Expense_Manager/backend

2. Set up Python environment

   # Create virtual environment
   python -m venv .venv
   
   # Activate virtual environment
   # Windows
   .venv\Scripts\activate
   # macOS/Linux
   source .venv/bin/activate

3. Install dependencies

   pip install -r requirements.txt

4. Configure environment

   # Copy environment template
   cp .env.example .env
   
   # Edit .env with your configuration
   # - MongoDB connection string
   # - Google AI API key
   # - JWT secret key

5. Run the server

   uvicorn main:app --reload

The API will be available at http://localhost:8000

Frontend Setup

1. Navigate to frontend directory

   cd frontend

2. Install dependencies

   npm install

3. Set up environment variables

   echo "REACT_APP_API_URL=http://localhost:8000" > .env

4. Start the development server

   npm start

The frontend will be available at http://localhost:3000

📁 Project Structure

Expense_Manager/
├── README.md                 # This file
├── backend/                  # Backend API
│   ├── main.py              # FastAPI application entry point
│   ├── requirements.txt     # Python dependencies
│   ├── pyproject.toml       # Project configuration
│   ├── Dockerfile           # Docker configuration
│   ├── routes/              # API endpoints
│   │   ├── users.py         # User authentication & management
│   │   ├── expense_transactions.py # Expense & transaction management
│   │   └── summary.py       # Analytics & AI chat endpoints
│   ├── services/            # Business logic
│   │   ├── chat_agent.py    # AI financial assistant
│   │   └── preprocessor.py  # Receipt processing with AI
│   └── utils/               # Utilities
│       └── db.py            # Database operations
└── frontend/                # Frontend application
    ├── src/                 # Source code
    │   ├── components/      # Reusable UI components
    │   ├── pages/          # Page components
    │   ├── contexts/       # React contexts
    │   ├── utils/          # Utility functions
    │   └── types/          # TypeScript types
    ├── public/              # Static assets
    └── package.json         # Node.js dependencies

🔧 Backend API Overview

The backend provides a comprehensive RESTful API with the following main endpoints:

🔐 Authentication

• POST /auth/register - User registration
• POST /auth/login - User login
• GET /auth/profile - Get user profile
• PUT /auth/profile - Update user profile

💰 Expense Management

• GET /expenses - List user expenses
• POST /expenses - Create new expense
• PUT /expenses/{id} - Update expense
• DELETE /expenses/{id} - Delete expense
• POST /expenses/receipt - Process receipt with AI

📊 Analytics & Insights

• GET /summary/spending - Get spending summary
• GET /summary/categories - Category-wise breakdown
• GET /summary/trends - Spending trends
• POST /summary/chat - Chat with AI assistant

🤖 AI Features

Receipt Processing

• Upload receipts as images (PNG, JPG) or PDFs
• Automatic text extraction using Google AI
• Smart categorization of expenses
• Amount and merchant detection

Financial Assistant

• Natural language queries about your expenses
• Personalized insights based on spending patterns
• Budget recommendations and financial advice
• Spending trend analysis

🛠️ Technology Stack

Backend

• FastAPI - Modern, fast web framework
• MongoDB - NoSQL database for flexible data storage
• Google AI - Advanced text processing and analysis
• JWT - Secure authentication
• bcrypt - Password hashing
• Motor - Async MongoDB driver

Frontend (Completed ✅)

• React/TypeScript - Modern frontend framework with type safety
• shadcn/ui - High-quality, accessible component library
• Tailwind CSS - Utility-first CSS framework
• Recharts - Beautiful, responsive data visualization
• React Router - Client-side routing with protection
• Axios - HTTP client for API communication

🐳 Docker Support

The backend includes Docker support for easy deployment:

# Build the Docker image
docker build -t expense-manager-backend ./backend

# Run the container
docker run -p 8000:8000 expense-manager-backend

📝 API Documentation

Once the backend server is running, you can access:

• Interactive API docs: http://localhost:8000/docs
• ReDoc documentation: http://localhost:8000/redoc
• OpenAPI schema: http://localhost:8000/openapi.json

🤝 Contributing

1. Fork the repository
2. Create a feature branch (git checkout -b feature/amazing-feature)
3. Commit your changes (git commit -m 'Add some amazing feature')
4. Push to the branch (git push origin feature/amazing-feature)
5. Open a Pull Request

📄 License

This project is licensed under the MIT License - see the LICENSE file for details.

🚧 Roadmap

Phase 1: Backend (Current)

• ✅ Core API endpoints
• ✅ User authentication
• ✅ Expense management
• ✅ AI receipt processing
• ✅ Financial analytics
• ✅ AI chat assistant

Phase 2: Frontend (Completed ✅)

• ✅ Responsive web interface with green/black theme
• ✅ Interactive dashboards with charts and analytics
• ✅ Real-time expense visualization
• ✅ Protected routes with JWT authentication
• ✅ Mobile-responsive design
• ✅ Modern React with TypeScript

Phase 3: Advanced Features (Planned)

• 🔔 Smart notifications and alerts
• 📱 Mobile app (React Native)
• 🏦 Bank account integration
• 📊 Advanced reporting and exports
• 👥 Multi-user support for families
• 🎯 Goal setting and tracking

📞 Support

If you have any questions or need help, please:

1. Check the documentation
2. Search existing issues
3. Open a new issue

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