Note: This project is under active development. Features and functionalities are continuously being enhanced to improve financial operations capabilities and user experience.
- Overview
- Project Structure
- Key Features
- Architecture
- Technology Stack
- Getting Started
- API Documentation
- Testing
- CI/CD Pipeline
- Documentation
- Contributing
- License
FinFlow is a modern financial operations platform designed to help businesses streamline their financial workflows, from payment processing to accounting and analytics. The platform combines traditional financial operations with cutting-edge technology to provide a secure, scalable, and efficient solution for managing financial data and processes. It is built on a foundation of independent, domain-specific microservices to ensure high availability and maintainability.
The project is organized into several main components:
FinFlow/
├── backend/ # Core backend logic, services, and shared utilities
├── docs/ # Project documentation
├── infrastructure/ # DevOps, deployment, and infra-related code
├── mobile-frontend/ # Mobile application
├── web-frontend/ # Web dashboard
├── scripts/ # Automation, setup, and utility scripts
├── LICENSE # License information
├── README.md # Project overview and instructions
└── tools/ # Formatter configs, linting tools, and dev utilities
FinFlow's functionality is organized into five core service domains and a dedicated mobile experience.
Security and access control are paramount:
| Feature | Description |
|---|---|
| Secure Authentication | Features Multi-factor Authentication (MFA) with support for SMS and authenticator apps. |
| Access Control | Implements Role-based Access Control (RBAC) for granular permissions across different user roles. |
| Integration | Supports OAuth integration with third-party providers (Google, GitHub, Microsoft). |
| Session Management | Utilizes secure, token-based authentication and session handling. |
A flexible and real-time payment infrastructure:
| Feature | Description |
|---|---|
| Multi-Processor Support | Integrated support for major payment gateways, including Stripe, PayPal, and Square. |
| Real-time Processing | Instant payment verification and processing for immediate transaction finality. |
| Automated Billing | Features recurring payments for subscription-based services. |
| Wallet Integration | Supports digital wallets like Apple Pay, Google Pay, and PayPal. |
The backbone for accurate financial record-keeping:
| Feature | Description |
|---|---|
| Core Accounting | Robust Double-Entry Accounting engine. |
| Financial Reporting | Ability to generate essential reports, including balance sheets, income statements, and cash flow reports. |
| Reconciliation | Automated account reconciliation tools for discrepancy detection. |
| Trial Balance | Automatic generation of trial balance reports for audit readiness. |
Transforming raw data into actionable insights:
| Feature | Description |
|---|---|
| Interactive Dashboards | Visual representation of financial metrics and Key Performance Indicators (KPIs). |
| Data Analysis | Provides detailed breakdown and analysis of transaction data. |
| Visualization | Historical data analysis with interactive trend charts. |
| Export Capabilities | Supports data export in multiple formats (CSV, Excel, PDF). |
Streamlining the lending process with data-driven decisions:
| Feature | Description |
|---|---|
| Credit Scoring | Automated credit risk assessment for fast decisions. |
| Loan Processing | Streamlined application and approval workflow. |
| Repayment Tracking | Automated tracking and management of loan repayments. |
| Default Prediction | Utilizes ML-based models for predicting default risk. |
A modern, cross-platform experience for on-the-go management:
| Feature | Description |
|---|---|
| Cross-platform Support | Built with React Native for a consistent experience on iOS and Android. |
| Offline Capabilities | Core functionality remains available even without an internet connection. |
| Biometric Security | Secure login using fingerprint and face recognition. |
| Real-time Notifications | Push notifications for important financial events. |
FinFlow is built on a modern microservices architecture, ensuring modularity, scalability, and resilience.
The platform is composed of several independent backend services, each responsible for a specific business domain:
| Service | Primary Function |
|---|---|
| Auth Service | User authentication, authorization, and session management. |
| Payments Service | Payment processing, gateway integration, and transaction handling. |
| Accounting Service | Double-entry accounting, ledger management, and financial reporting. |
| Analytics Service | Data analysis, metrics calculation, and visualization. |
| Credit Engine | Credit scoring, loan application processing, and risk assessment. |
The services are supported by a robust infrastructure layer:
| Component | Function |
|---|---|
| API Gateway | Handles request routing, load balancing, and composition. |
| Service Mesh | Manages inter-service communication, security, and observability. |
| Message Broker | Facilitates event-driven communication between services (RabbitMQ). |
| Event Stream | Enables high-throughput data pipelines and real-time processing (Kafka). |
| Monitoring Stack | Provides logging, metrics, and alerting for operational visibility (Prometheus, Grafana, ELK Stack). |
FinFlow utilizes an event-driven architecture to ensure loose coupling and real-time data flow. Key event types include:
| Event Type | Purpose |
|---|---|
| Payment Events | Trigger accounting entries, analytics updates, and credit assessments. |
| User Events | Manage authentication state and authorization updates across services. |
| System Events | Handle infrastructure scaling and monitoring alerts. |
The FinFlow platform is built using a modern, performant, and well-supported technology stack.
| Category | Key Technologies | Description |
|---|---|---|
| Backend | Node.js, TypeScript, Express.js, NestJS | High-performance, scalable environment for microservices development. |
| Databases | PostgreSQL, MongoDB, Redis | Polyglot persistence: PostgreSQL for transactional ACID operations, MongoDB for flexible analytics data, and Redis for caching and session management. |
| Messaging | RabbitMQ, Kafka | Message queue for reliable communication and event streaming for high-throughput data pipelines. |
| Web Frontend | React, TypeScript, Redux Toolkit, Material-UI, Tailwind CSS | Modern stack for a feature-rich, responsive web dashboard. |
| Mobile Frontend | React Native, Expo, Native Base | Cross-platform development for iOS and Android with a focus on native performance. |
| DevOps | Docker, Kubernetes, GitHub Actions, Prometheus, Grafana, ELK Stack | Full-stack CI/CD, container orchestration, and observability tools for production readiness. |
Before setting up FinFlow, ensure you have the following installed:
| Prerequisite | Version |
|---|---|
| Node.js | v16+ |
| Docker | Latest |
| Docker Compose | Latest |
| PostgreSQL | v13+ |
| MongoDB | v5+ |
| Redis | v6+ |
The recommended way to set up the development environment is by using the provided setup script and Docker Compose:
| Step | Command | Description |
|---|---|---|
| 1. Clone Repository | git clone https://github.com/quantsingularity/FinFlow.git && cd FinFlow |
Download the source code and navigate to the project directory. |
| 2. Run Setup Script | ./setup_env.sh |
Installs dependencies and configures the local environment. |
| 3. Start Application | docker-compose up |
Starts all backend services, databases, and the API Gateway. |
Access Points:
| Component | Endpoint |
|---|---|
| Web Frontend | http://localhost:3000 |
| API Gateway | http://localhost:8080 |
| Swagger Documentation | http://localhost:8080/api-docs |
For individual service development, you will need to configure the environment variables in a .env file and start each service manually. Refer to the project's internal documentation for detailed instructions on starting the Auth Service, Payments Service, Accounting Service, Analytics Service, and Credit Engine individually.
FinFlow provides comprehensive API documentation using OpenAPI/Swagger, accessible for each service when running locally.
| Service | Local Documentation Endpoint |
|---|---|
| Auth Service | http://localhost:3001/api-docs |
| Payments Service | http://localhost:3002/api-docs |
| Accounting Service | http://localhost:3003/api-docs |
| Analytics Service | http://localhost:3004/api-docs |
| Credit Engine | http://localhost:3005/api-docs |
1. Login (Auth Service)
curl -X POST http://localhost:3001/api/auth/login \
-H "Content-Type: application/json" \
-d '{"email": "user@example.com", "password": "password123"}'Response includes a JWT token and user details.
2. Creating a Payment (Payments Service)
curl -X POST http://localhost:3002/api/payments \
-H "Content-Type: application/json" \
-H "Authorization: Bearer YOUR_TOKEN" \
-d '{
"amount": 100.00,
"currency": "usd",
"processorType": "stripe",
"source": "tok_visa",
"metadata": {
"orderId": "order_123"
}
}'Response provides the payment ID, status, and processor details.
FinFlow includes comprehensive testing across all services to ensure reliability and accuracy. The strategy covers unit tests, integration tests, and end-to-end tests.
The project maintains high test coverage across all critical components:
| Service / Component | Coverage | Critical Paths Tested |
|---|---|---|
| Payments Service | 97% | Payment processing, multiple processors, refunds. |
| Auth Service | 95% | Authentication flows, token validation, OAuth integration. |
| Accounting Service | 94% | Journal entries, financial reporting, double-entry validation. |
| Mobile Frontend | 96% | All screens, Redux integration, navigation flows. |
| Web Frontend | 90% | UI components, Redux store, API services. |
| End-to-End Flows | 85% | Critical user journeys across services. |
Tests can be run independently for each component:
| Component | Command (from component directory) | Description |
|---|---|---|
| Backend Services | npm test or npm test -- --coverage |
Runs unit and integration tests for the service. |
| Web Frontend | npm test or npm test -- --coverage |
Runs component, Redux store, and API service tests. |
| Mobile Frontend | npm test or npm test -- --coverage |
Runs tests for screens, components, and store logic. |
| End-to-End Tests | cd e2e && npm test |
Requires the application to be running locally. |
A combined coverage report for the entire project can be generated by running the ./run-tests.sh script from the project root.
FinFlow uses GitHub Actions for continuous integration and deployment:
| Stage | Control Area | Institutional-Grade Detail |
|---|---|---|
| Formatting Check | Change Triggers | Enforced on all push and pull_request events to main and develop |
| Manual Oversight | On-demand execution via controlled workflow_dispatch |
|
| Source Integrity | Full repository checkout with complete Git history for auditability | |
| Python Runtime Standardization | Python 3.10 with deterministic dependency caching | |
| Backend Code Hygiene | autoflake to detect unused imports/variables using non-mutating diff-based validation |
|
| Backend Style Compliance | black --check to enforce institutional formatting standards |
|
| Non-Intrusive Validation | Temporary workspace comparison to prevent unauthorized source modification | |
| Node.js Runtime Control | Node.js 18 with locked dependency installation via npm ci |
|
| Web Frontend Formatting Control | Prettier checks for web-facing assets | |
| Mobile Frontend Formatting | Prettier enforcement for mobile application codebases | |
| Documentation Governance | Repository-wide Markdown formatting enforcement | |
| Infrastructure Configuration | Prettier validation for YAML/YML infrastructure definitions | |
| Compliance Gate | Any formatting deviation fails the pipeline and blocks merge |
| Document | Path | Description |
|---|---|---|
| README | README.md |
High-level overview, project scope, and repository entry point |
| Installation Guide | INSTALLATION.md |
Step-by-step installation and environment setup |
| API Reference | API.md |
Detailed documentation for all API endpoints |
| CLI Reference | CLI.md |
Command-line interface usage, commands, and examples |
| User Guide | USAGE.md |
Comprehensive end-user guide, workflows, and examples |
| Architecture Overview | ARCHITECTURE.md |
System architecture, components, and design rationale |
| Configuration Guide | CONFIGURATION.md |
Configuration options, environment variables, and tuning |
| Feature Matrix | FEATURE_MATRIX.md |
Feature coverage, capabilities, and roadmap alignment |
| Contributing Guidelines | CONTRIBUTING.md |
Contribution workflow, coding standards, and PR requirements |
| Troubleshooting | TROUBLESHOOTING.md |
Common issues, diagnostics, and remediation steps |
FinFlow is licensed under the MIT License.