💰 FinanceForge

Modern expense tracking and financial management system built with enterprise-grade architecture

🎯 Project Overview

FinanceForge is a personal expense tracking system designed to replace spreadsheet-based financial management with a robust, enterprise-grade application. Built as both a practical tool and technical showcase, it demonstrates modern Java development practices combined with Oracle Database's powerful PL/SQL capabilities.

✨ Planned Features

💼 Core Functionality (In Development)

• 📊 Expense Tracking - Add, categorize, and manage personal expenses
• 🏷️ Category Management - Organize expenses with hierarchical categories
• 📈 Budget Planning - Set spending limits and track progress
• 📱 Responsive Design - Mobile-friendly interface for on-the-go tracking
• 📥 Data Import - Import existing expense data from CSV files

🤖 Future Enhancements

• 🧠 Smart Categorization - Auto-suggest categories based on patterns
• 📊 Analytics Dashboard - Spending insights and trend analysis
• 🔄 Recurring Expenses - Handle subscriptions and regular payments
• 🚨 Budget Alerts - Notifications for spending limits

🏗️ Architecture

Technology Stack

Backend:   Java 21 LTS + Spring Boot 3.5 + Maven
Database:  Oracle Database 21c XE + PL/SQL Packages
Frontend:  React 18 + TypeScript (Planned)
Security:  Spring Security + Environment-based secrets
Testing:   JUnit 5 + Spring Boot Test

Fat Database Philosophy

FinanceForge implements a database-centric architecture where:

• 🧠 Business Logic: Implemented in Oracle PL/SQL packages
• 📊 Data Processing: Complex financial calculations in stored procedures
• 🔒 Data Integrity: Database constraints and triggers enforce business rules
• 🚀 Performance: Optimized database operations with minimal network overhead
• 🎯 API Layer: Lightweight REST controllers focused on HTTP concerns

Current Project Structure

financeforge/
├── src/main/java/com/financeforge/api/
│   ├── controller/             # REST Controllers (health check implemented)
│   ├── service/                # Service layer (planned)
│   ├── dto/                    # Data Transfer Objects (planned)
│   ├── entity/                 # JPA Entities (planned)
│   └── config/                 # Spring configuration
├── src/main/resources/
│   ├── application.yml         # Environment-based configuration ✅
│   └── db/migration/           # Flyway migrations (planned)
├── src/test/java/
│   └── DatabaseConnectionTest.java # Database connectivity tests ✅
└── docs/                       # Documentation and setup guides

🚀 Getting Started

Prerequisites

• Java 21 LTS
• Docker (for Oracle Database)
• Maven 3.9+

Current Setup (Completed)

1. Oracle Database: Docker container with Oracle XE 21c
2. Database User: Dedicated financeforge user with appropriate permissions
3. Security: Environment-based configuration (no hardcoded passwords)
4. Health Checks: Database connectivity monitoring
5. Testing: Automated database connection verification

Quick Start

# Clone repository
git clone https://github.com/yourusername/financeforge.git
cd financeforge

# Start Oracle Database (Docker)
docker run -d \
  --name financeforge-oracle \
  -p 1521:1521 \
  -p 5500:5500 \
  -e ORACLE_PASSWORD=FinanceForge123! \
  -e ORACLE_DATABASE=FINANCEFORGE \
  -v oracle-data:/opt/oracle/oradata \
  gvenzl/oracle-xe:21-slim

# Set environment variables
export DB_USERNAME=financeforge
export DB_PASSWORD=FF_Secure_2024!
export DB_URL=jdbc:oracle:thin:@localhost:1521/XEPDB1

# Start application
mvn spring-boot:run

Verify Setup

# Check health endpoint
curl http://localhost:8080/api/v1/health

# Run database tests
mvn test -D test=DatabaseConnectionTest

🧪 Testing

Backend Testing

# Run all tests
mvn test

# Run specific database tests
mvn test -D test=DatabaseConnectionTest

# Run with specific profile
mvn test -D spring.profiles.active=dev

📚 Documentation

• Development Tickets - Detailed development progress and tasks

🎯 Project Goals

This project serves multiple purposes:

1. Personal Tool - Replace my current spreadsheet-based expense tracking
2. Technical Showcase - Demonstrate enterprise Java development skills
3. Learning Platform - Explore database-centric architecture and Oracle PL/SQL
4. Portfolio Piece - Show full-stack development capabilities with modern practices

🔧 Development Philosophy

• Security First: No hardcoded credentials, proper environment management
• Enterprise Patterns: Following Spring Boot best practices and enterprise architecture
• Documentation: Comprehensive documentation of setup and development process
• Testing: Automated testing for all critical functionality
• Clean Architecture: Clear separation of concerns with fat database design

🤝 Contributing

This is primarily a personal learning project, but suggestions and feedback are welcome through issues!

📄 License

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

📞 Contact

• GitHub: Programming With Tyler

---

⭐ Star this repo if you're interested in enterprise Java development with Oracle Database!