💰 Wealth Management System - AI Boot Camp Project

A full-stack wealth management application with AI-powered financial recommendations built with Next.js 15, TypeScript, Tailwind CSS, and Node.js Express.

🌟 Features

📊 Financial Management

• Income Tracking - Manage multiple income sources with frequencies
• Asset Management - Track properties, investments, savings, and more
• Liability Tracking - Monitor loans, mortgages, and debts
• Credit Card Management - Track limits, balances, and utilization

🤖 AI-Powered Insights

• Personalized Recommendations - AI-generated financial advice using AWS Bedrock Claude 3 Sonnet
• Context-Aware Suggestions - Based on complete financial picture
• Category-Based Recommendations - Savings, investments, debt, spending

📈 Analytics & Visualizations

• Wealth Score - A+ to F grading based on 6 factors
• Interactive Charts - Built with Recharts
• Real-Time Updates - Charts update automatically
• Multi-Currency Support - LKR, USD, EUR

🎨 User Interface

• Modern Design - Clean, intuitive interface
• Dark/Light Mode - Theme switching support
• Responsive - Works on all devices
• Accessible - WCAG compliant components

🏗️ Architecture

Frontend

• Next.js 15 - React framework with App Router
• TypeScript - Type safety throughout
• Tailwind CSS - Utility-first styling
• Recharts - Data visualization
• Radix UI - Accessible UI components

Backend

• Node.js Express - REST API server
• MongoDB Atlas - Cloud database
• AWS Bedrock - AI recommendations (Claude 3 Sonnet)
• Security - Helmet, CORS, Rate Limiting

🚀 Quick Start

Prerequisites

• Node.js 18.x or higher
• MongoDB Atlas account
• AWS Account with Bedrock access

Installation

# Clone the repository
git clone <your-repo-url>
cd "AI Boot Camp"

# Install backend dependencies
cd Backend
npm install

# Install frontend dependencies
cd ../Frontend
npm install

Environment Setup

Backend Configuration

Create Backend/.env:

# Server Configuration
PORT=5000
FRONTEND_URL=http://localhost:3000
NODE_ENV=development

# MongoDB Atlas
MONGO_URI=mongodb+srv://<username>:<password>@<cluster>.mongodb.net/<database>?retryWrites=true&w=majority

# AWS Bedrock
AWS_REGION=us-east-1
AWS_ACCESS_KEY_ID=your_aws_key
AWS_SECRET_ACCESS_KEY=your_aws_secret
BEDROCK_MODEL_ID=anthropic.claude-3-sonnet-20240229-v1:0
ANTHROPIC_VERSION=bedrock-2023-05-31

Frontend Configuration

Create Frontend/.env.local:

NEXT_PUBLIC_API_URL=http://localhost:5000/api

Running the Application

# Terminal 1: Start backend
cd Backend
npm run dev

# Terminal 2: Start frontend
cd Frontend
npm run dev

Visit http://localhost:3000 to access the application.

📁 Project Structure

AI Boot Camp/
├── Backend/                 # Node.js Express API server
│   ├── src/
│   │   ├── controllers/    # Request handlers
│   │   ├── middleware/     # Security, validation, logging
│   │   ├── models/         # MongoDB schemas
│   │   ├── routes/         # API route definitions
│   │   ├── services/       # Business logic
│   │   └── utils/          # Helper functions
│   ├── server.js           # Entry point
│   └── .env                # Environment variables
├── Frontend/               # Next.js 15 frontend
│   ├── app/                # App router pages
│   ├── components/         # React components
│   ├── lib/                # Utilities and services
│   ├── hooks/              # Custom React hooks
│   └── public/             # Static assets
└── docs/                   # Organized documentation
    ├── architecture/       # System design docs
    ├── deployment/         # Deployment guides
    ├── general/            # Setup and usage guides
    └── testing/            # Testing documentation

� Repository contents (what was pushed)

The repository pushed to GitHub (branch main) contains the following top-level items:

• Backend/ — Node.js Express API server and all backend code and scripts
• Frontend/ — Next.js 15 frontend application (App Router)
• deploy-frontend/ — helper/deployment files for frontend
• docs/ — full project documentation and deployment guides
• comprehensive-test.js — project-wide test script
• test-frontend-backend-connectivity.js — quick connectivity test (local)
• .gitignore — repository ignores (node_modules, build artifacts, .env, *.zip)

If you need a different subset pushed (for example excluding large deployment artifacts), tell me which folders to keep or remove and I'll update the repo accordingly.

✅ How I verified the project locally

• Started the backend (default PORT 5000) and confirmed the /health endpoint returns 200.
• Started the Next.js frontend (localhost:3000) and confirmed it serves pages.
• Ran test-frontend-backend-connectivity.js which confirmed the backend health and GET /api/income endpoint.

�🔌 API Endpoints

Income Management

• GET /api/income - Get all income records
• POST /api/income - Create new income record
• GET /api/income/:id - Get specific income record
• PUT /api/income/:id - Update income record
• DELETE /api/income/:id - Delete income record

Assets Management

• GET /api/assets - Get all assets
• POST /api/assets - Create new asset
• GET /api/assets/:id - Get specific asset
• PUT /api/assets/:id - Update asset
• DELETE /api/assets/:id - Delete asset

Liabilities Management

• GET /api/liabilities - Get all liabilities
• POST /api/liabilities - Create new liability
• GET /api/liabilities/:id - Get specific liability
• PUT /api/liabilities/:id - Update liability
• DELETE /api/liabilities/:id - Delete liability

Credit Cards Management

• GET /api/creditcards - Get all credit cards
• POST /api/creditcards - Create new credit card
• GET /api/creditcards/:id - Get specific credit card
• PUT /api/creditcards/:id - Update credit card
• DELETE /api/creditcards/:id - Delete credit card

AI Recommendations

• GET /api/recommendations - Auto-generate recommendations
• POST /api/recommendations/generate - Generate with custom parameters
• GET /api/recommendations/generate - Generate with query parameters
• POST /api/recommendations/generate-keywords - Generate with keywords
• GET /api/recommendations/history - Get recommendation history

🚀 Deployment

Backend (AWS Elastic Beanstalk)

1. Install EB CLI: pip install awsebcli
2. Initialize: eb init
3. Create environment: eb create production-env
4. Deploy: eb deploy

Frontend (Vercel)

1. Install Vercel CLI: npm install -g vercel
2. Build: npm run build
3. Deploy: vercel --prod

🛡️ Security Features

• Helmet.js - Security headers
• CORS - Cross-origin resource sharing
• Rate Limiting - Request throttling
• Input Validation - Server-side validation
• Environment Variables - Secret management
• Error Handling - Secure error responses

🧪 Testing

Backend Testing

• Comprehensive API testing with Postman
• CRUD operation validation
• AI recommendation testing
• Error handling verification

Frontend Testing

• Component rendering tests
• API integration tests
• User interaction tests
• Responsive design validation

📚 Documentation

All project documentation has been organized into the docs directory:

• Architecture Documentation
• Deployment Guides
• Setup Instructions
• Testing Procedures

🤝 Contributing

1. Fork the repository
2. Create your feature branch (git checkout -b feature/AmazingFeature)
3. Commit your changes (git commit -m 'Add some AmazingFeature')
4. Push to the branch (git push origin feature/AmazingFeature)
5. Open a Pull Request

📄 License

This project is licensed under the MIT License - see the LICENSE file for details.

🙏 Acknowledgments

• AWS Bedrock for AI capabilities
• MongoDB Atlas for database hosting
• Next.js and React communities
• All contributors to this project