Get Started

• yarn - install dependencies
• npx prisma generate - generate prisma client
• npx prisma migrate dev - apply all migrations to local database

Technical documentation

• Prisma & Supabase
  • several outstanding issues: supabase/supabase#7659
  • main issue: supabase RLS (row level security) -
    • maybe with prisma middleware
    • maybe with multi schema support
    • maybe with SET request context

Todo's

• Add mechanic to upload csv files
• Add local database and base models
• Add simple data view
• Add mechanic to manage and assign categories
  • Split app into pages (home -> simple data view, category management, upload)
  • Add category CRUD logic
  • Add category management handles
• Add Automation Rules
  • CRUD for Automation Rules
  • Add manual run with Automation Rules
• Refactor upload process
  • Test out different parameters of csv-parser
  • Add Preview Page
  • Add automatic category assignment to hardcoded strings
  • Add management tooling for dynamic category assignment
  • add Transactions CRUD
  • upload -> add to db -> display added / updated transactions -> category assignment
• Extend Transactions API with filtering sorting for charts
• Charts!
  • General over-time-chart
  • monthly charts
  • categories charts
  • Add percentage to categories chart ("1234€ total - 32% of all", monthly all time)
  • Ordering of Categories in chart (Desc)
  • Optional: uncategorized rest value as "category" in chart
• Refactoring of Automation rules
• In-Table-Handling:
  • Add category from table
  • Add automation rule from table
• Create views for questions:
  • "How much more did I spend over regular spendings?"
  • "Whats the average spending per category? per month?"
• Add recurring spendings (abonnements), detection, management
  • Mark specific transactions as recurring?
• Add "Monthly-Base Spendings"
  • maybe via category property "essential"
  • maybe via recurring spendings
• Authentication via next-auth
• i18n
  • add i18n provider
  • add i18n management handle
  • add strings etc.
• Duplicate entries handling (same day, same data, same amount, different balance?)
• Make data editable?
• Testing!
  • Unit testing
  • E2E testing with playwright
• Stability!
  • Runtypes in API
  • Optimize data usage (useSWR, API)
  • User Setting: main currency
  • Add double currency (https://www.npmjs.com/package/currency-codes + https://github.com/ZakZubair/currency-map-symbol)
• Deployments, migrations, dev/staging
• Convert into Electron app (https://github.com/saltyshiomix/nextron)
  • https://blog.logrocket.com/electron-ipc-response-request-architecture-with-typescript/
  • https://github.com/vercel/next.js/tree/canary/examples/with-electron-typescript
  • prisma/prisma#9613
  • prisma/prisma#4703

Premium Todo's

• Add combo-automation-rules (create AND/OR combined rulesets, hierachy: category -> rule1, rule2...)
• Add Paypal transactions
• Add ETF tracker: https://marketstack.com/
• Planned spendings, maybe in combination with ->
• Forecasting balances, demo project tensorflow: https://github.com/jinglescode/time-series-forecasting-tensorflowjs
• Import data from Kontoauszug? (pdf-to-csv, pdf-to-json) (https://www.npmjs.com/package/pdf2json)
• Online stuff:
  • Add possibility for online database (prisma/prisma#2443 (comment))
  • Add Login functionality