Roadmap¶

✅ Completed¶

v1.0 — Core Finance Dashboard¶

• Dashboard with summary cards, donut chart, spending trends
• Transaction CRUD with search and filtering
• Monthly budgets with category tracking
• CSV import with auto-bank detection (10+ formats)
• Savings goals with progress tracking
• Recurring transaction detection
• Categorization rules engine
• Dark mode + Spanish i18n

v1.1 — AI & Visualizations¶

• GPT-4o-mini chatbot with inline charts and tables
• Sprouting seed thinking animation
• Suggested follow-up questions
• 4 chat resize modes (small, half-vertical, half-horizontal, fullscreen)
• Collapsible sidebar with localStorage persistence
• Sankey cash flow diagram (D3.js + d3-sankey)

v1.2 — Net Worth Tracker¶

• NetWorthEntry and NetWorthEntryHistory models
• 5 account groups: liquid, liability, investment, retirement, other asset
• 8 key financial metrics on the net worth page
• Trend chart (assets, liabilities, net worth lines)
• Asset allocation donut with permanent data labels
• Stacked area composition chart
• Collapsible group breakdown cards
• Formatted Excel export (3 tabs: Dashboard, Tracker, Charts)
• demo2 account with real financial data (34 accounts, 204 history records)

v1.3 — Quality & Security¶

• 509 tests across 8 test files
• Security tests (CSRF, XSS, SQLi, data isolation, API key protection)
• Performance tests at 0/300/2K/10K transaction volumes
• Prompt injection protection for chatbot (7 payloads tested)

🔮 Future¶

v2.0 — Multi-User & Cloud¶

• PostgreSQL migration for production
• User registration and authentication
• Household/family shared budgets
• Google Sheets API integration for net worth sync

v2.1 — Advanced Analytics¶

• Spending predictions and anomaly detection
• Budget recommendations based on history
• Investment performance tracking
• Tax category tagging