📊 Personal Finance API

A secure and extensible ASP.NET Core Web API for managing personal finances — track income, expenses, budgets, and get intelligent dashboard summaries. Built with Clean Architecture, powered by ASP.NET Identity, JWT, and Serilog for production-grade logging.

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🚀 Features

• 🔐 User Authentication (JWT + ASP.NET Identity)
• 📂 Clean Architecture (Domain, Application, Infrastructure, Presentation)
• 🧾 Track Income & Expenses
• 📊 Dashboard Insights
  • Income vs Expense
  • Category Breakdown
  • Savings Rate
• 🧮 Monthly Budgets
• 🔍 Filtering and Pagination
• 📌 Logging with Serilog
• ⏳ Background Services Support
• 🔄 AutoMapper & FluentValidation

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🧱 Tech Stack

• ASP.NET Core Web API 8
• Entity Framework Core
• ASP.NET Identity
• JWT Bearer Authentication
• Serilog
• AutoMapper
• FluentValidation
• SQL Server

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📁 Project Structure (Clean Architecture)

├── Domain │ └── Entities, Enums, Interfaces ├── Application │ └── DTOs, Interfaces, Services, Validators ├── Infrastructure │ └── Repositories, DbContext, Identity Config ├── Presentation │ └── Controllers, Middleware, Program.cs

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🔐 Authentication

• Register: POST /api/auth/register
• Login: POST /api/auth/login
• Refresh Token: POST /api/auth/refresh
• Change Password: POST /api/auth/change-password
• Logout: POST /api/auth/logout
• Get current user info: GET /api/auth/me

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📊 Dashboard Endpoints

• GET /api/dashboard/summary
  Total income, expenses, and balance.

• GET /api/dashboard/income-vs-expense
  Monthly trends comparing income to expenses.

• GET /api/dashboard/category-breakdown
  Breakdown of spending per category.

• GET /api/dashboard/savings-rate
  Savings as a percentage of income.

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🧾 Transaction Endpoints

• GET /api/transactions
• GET /api/transactions/{id}
• POST /api/transactions
• PUT /api/transactions/{id}
• DELETE /api/transactions/{id}
• ✅ Supports filtering and pagination

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💰 Budget Endpoints

• GET /api/budgets
• POST /api/budgets
• PUT /api/budgets/{id}
• DELETE /api/budgets/{id}

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📈 Reports Endpoints

• GET /api/reports/monthly?month=&year= Get monthly report data.
• GET /api/reports/annual?year= Get annual report data.
• GET /api/reports/export?format=&month=&year= Export report (PDF/Excel).

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🧪 Testing & Documentation

• Swagger UI: https://localhost:{port}/swagger
• Unit tested: Services and Repositories

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🛠️ Getting Started

1. Clone the repository

   git clone https://github.com/PeterImade/FiscalPoint.git
   cd FiscalPoint

2. Update appsettings.json JWT Secret Connection string

3. Apply Migrations dotnet ef database update

4. Run the Application dotnet run

📦 Tools Used Identity EF Core Hangfire Serilog FluentValidation JWT.io

🤝 Contribution Pull requests are welcome. For major changes, please open an issue first to discuss what you would like to change.