LedgerLine

A consumer fintech demo suite: track personal finances, auto-categorize spending, and get rules-based financial product recommendations.

Services

• ledger (repo root) — Flask app: post transactions (charges and refunds/credits), auto-categorize from descriptions, see a running balance and a spending-insights view. SQLite by default, Postgres-ready via DATABASE_URL.
• reminders (reminders/) — aiohttp microservice with a static front end for payment reminders.
• recommendations (recommendations/) — aiohttp microservice that turns a spending profile into explainable product recommendations (cashback card, high-yield savings, subscription optimizer, ...).

Run

pip install -r requirements.txt
FLASK_APP=app.py flask db upgrade
SECRET_KEY=dev python seed.py         # optional: load a month of demo data
SECRET_KEY=dev python app.py          # ledger on :5000
python reminders/app.py               # reminders on :8001
python recommendations/app.py         # recommendations on :8002

Or with containers (Podman):

SECRET_KEY=dev podman compose up --build   # ledger :8000, reminders :8001, recommendations :8002

Testing

python -m pytest -q
flake8 . --max-line-length=127 --exclude=.venv,migrations,__pycache__