Ledgerline — AI-Powered Personal Finance Manager

This repository contains the end-to-end codebase for Ledgerline, a full-stack, AI-integrated financial manager. The codebase is organized as a professional mono-repo containing a Next.js frontend client and a Python FastAPI backend service.

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📂 Repository Structure

ledgerline-finance-app/
├── frontend/             # Next.js App Router Frontend
│   ├── app/              # Application pages (Upload, Dashboard, Alerts, Chat, Trends)
│   ├── components/       # Custom React UI components (MetricCard, AlertBanner, etc.)
│   ├── lib/              # Frontend API client and helpers
│   ├── package.json      # React / NextJS dependencies
│   └── tailwind.config.js# Styling theme configuration & tokens
│
├── backend/              # Python FastAPI Backend
│   ├── app/
│   │   ├── api/          # Router endpoints (Auth, Transactions, Alerts, Insights, Agent)
│   │   ├── core/         # JWT Security, Database engines, App configs
│   │   ├── models/       # SQLAlchemy Postgres models
│   │   ├── schemas/      # Pydantic validation models
│   │   └── services/     # Statement parser, ML categorizer, Anomaly detector, Time-series forecasting
│   ├── requirements.txt  # Python packages
│   └── init_db.py        # Database bootstrap tool
│
├── docker-compose.yml    # Development PostgreSQL and pgAdmin setup
└── README.md             # Workspace documentation

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🚀 Getting Started

1. Database Setup

Spin up a local PostgreSQL database using Docker Compose, or make sure you have local PostgreSQL running:

docker-compose up -d

This runs:

• Postgres Database: localhost:5432 (User/Password: postgres/postgres)
• pgAdmin Console: http://localhost:5050 (User/Password: admin@ledgerline.com/admin)

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2. Backend Installation & Run

1. Navigate to the backend/ directory:

   cd backend

2. Set up virtual environment and install packages:

   python -m venv venv
   .\venv\Scripts\Activate.ps1    # On Windows
   source venv/bin/activate       # On macOS/Linux
   pip install -r requirements.txt

3. Initialize the database tables:

   python init_db.py

4. Run the Uvicorn server:

   uvicorn app.main:app --reload --port 8000

The Swagger UI will be available at http://127.0.0.1:8000/docs.

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3. Frontend Installation & Run

1. Navigate to the frontend/ directory:

   cd frontend

2. Install npm packages:

   npm install

3. Start the Next.js development server:

   npm run dev

The application will be available at http://localhost:3000.