Finance App

📌 Overview

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💰 SaaS FinanceApp

A modular, pipeline‑driven finance analytics SaaS built with Django & PostgreSQL

FinanceApp is a full‑stack personal finance analytics platform designed to ingest messy real‑world bank CSVs, clean and normalise the data, and present clear financial insights through dashboards, charts, and transaction management tools.

This is Version 1, focused on correctness, stability, modularity, and a clean user experience. The architecture is intentionally scalable, with a dedicated ingestion pipeline, logging system, and multi‑app layout.

🚀 Key Features

📸Screenshots

Analytical Dashboard Main dashboard Running balance dashboard Main login dashboard User profile dashboard CSV successfully cleaned dashboard Upload CSV dashboard Analytical Chart Dashboard

📹Demo Video

![Video of the dashboard]

⚙️ Tech Stack

Django
PostgreSQL
Pytest
Pydantic
Modular multi‑app architecture

🔐 Secure User Accounts (accounts app)

User registration, login, logout
Profile management
Per‑user data isolation
CSRF‑protected forms
Redirect‑safe authentication flow

💸 Transaction Management (analytics app)

Add, edit, delete transactions
Category normalisation
Clean currency formatting
Paginated transaction list
Per‑user transaction storage in PostgreSQL

📊 Dashboard & Analytics

Monthly summaries
Category totals
Date‑range analytics
Chart rendering (via chart.py)
Clean UI templates for dashboards and charts

📥 CSV Upload & Ingestion Pipeline

This is the heart of SaaS FinanceApp. FinanceApp includes a two‑stage ingestion pipeline:

🧼 Stage 1 — CSVCleaner

A production‑grade cleaning engine that:

Handles messy CSV exports

Normalises dates into ISO format

Converts amounts into floats

Cleans categories (title‑case, typo fixes)

🏗️ Stage 2 — CSVImporter

A safe importer that:

Accepts cleaned, validated rows
Saves them to PostgreSQL
Reports any remaining issues
Guarantees no type errors or crashes
Integrates with Django ORM cleanly

🧱 Modular Architecture

The project is structured into multiple Django apps, each with a clear responsibility:

accounts/        → Authentication, profiles
apps/
  analytics/     → Transactions, dashboards, CSV ingestion
  logs/          → Logging system (analytics, pipeline, security)
  pipeline/      → Future pipeline engine (categorizer, cleaner, normalizer)
  uploads/       → Generic upload system (future expansion)
csv_data/        → Test CSVs
finance_app/     → Project-level config (settings, URLs, WSGI)
settings/        → Environment-specific settings (base/dev/prod)
templates/       → Global templates (login, register, base layout)

🗄️ Database

FinanceApp uses PostgreSQL in development and production.
Environment variables (from .env):
DB_NAME=finance_app
DB_USER=postgres
DB_PASSWORD=yourpassword
DB_HOST=localhost
DB_PORT=5432

🧩 Logging System (apps/logs/)

A dedicated logging subsystem with:
- analytics_logger.py
- pipeline_logger.py
- security_logger.py
- base.py

This allows:
- pipeline step logging
- error tracking
- security event logging
- analytics access logging

🧹 Example Cleaner Output

When uploading a messy CSV, the app might show:
Some rows were skipped during cleaning:
["Row 1: Invalid amount ' £2'",
 "Row 14: Invalid date format 'date'",
 "Row 15: Invalid amount '£2500'",
 "Row 35: Missing date"]
Valid rows are imported cleanly and appear in the dashboard.

🛠️ Installation

## Clone the repo

git clone https://github.com/reory/finance_app.git
cd finance_app

## Create a virtual environment

python -m venv venv
source venv/Scripts\activate # Windows
source venv\bin\activate  # Mac/Linux

## Install dependencies

pip install -r requirements.txt

## Configure environment variables Create a .env file in the project root:

DEBUG=True
SECRET_KEY=your-secret-key

DB_NAME=finance_app
DB_USER=postgres
DB_PASSWORD=yourpassword
DB_HOST=localhost
DB_PORT=5432

Run migrations

python manage.py migrate

Start the server

python manage.py runserver

🎯 Version 1 Goals Achieved

Modular Django architecture
PostgreSQL-backed data storage
Robust CSV ingestion pipeline
Clean UI for transactions
Dashboard analytics
Logging system
Authentication system
Error‑tolerant CSV cleaning

This is a complete, functional SaaS foundation.

🧪 Testing

This project includes a small, focused test suite that covers the critical paths of the backend:

CSV Cleaner – validates incoming CSV rows and rejects invalid data
CSV Importer – safely writes cleaned rows into the database
Transaction Model – ensures the ORM model stores values correctly
Schema & Field Validation – confirms required fields are present and correctly mapped

These tests ensure that the ingestion pipeline is stable, predictable, and safe to extend

▶️ Run the Pytest suite:

pytest -q

🛣️ Roadmap

[] Category inference
[] Duplicate transaction detection
[] Chart visualisations (Altair, Chart.js, or Plotly)
[] Export to CSV
[] Multi‑currency support
[] Bank‑specific import presets
[] Dashboard widgets
[] API endpoints (REST or GraphQL)
[] Background tasks (Celery or RQ)

🏁 Final Notes

This app manages real‑world data, provides meaningful analytics, and is built with clean, maintainable Django architecture.

Built by Roy Peters 😁