ledgerone_backend/docs/feature-list.md

LedgerOne Feature List

Implemented

Backend (NestJS)

• API response wrapper (standardized data/meta/error format)
• Transactions API: list + derived update endpoints
• Rules API: list/create/update/execute + suggestion endpoint
• Exports API: CSV generation (raw + derived fields) + export logs
• Accounts API: list + link token stub
• Plaid module: link token + exchange stubs
• Tax module: returns CRUD + export package
• Auth module: register/login using JSON storage
• Storage layer: JSON file persistence (data/storage.json)
• Supabase module stub
• Auto-sync service stub

Frontend (Next.js + Tailwind)

• Landing page UI
• Transactions page
• Rules page + AI suggestions panel
• Exports page
• Tax prep page with all-states selector + John Doe sample dataset
• Login + Register pages
• Next API proxy routes (auth, transactions, rules, exports, tax)
• Liquid / glass UI theme

Docs & Tests

• Test cases list
• Diagrams (ERD + flows)
• Backend tests: transactions + exports
• Frontend tests: dashboard + transactions

Partially Implemented / Stubs

• Plaid integration (link/exchange only; no sync)
• Supabase integration (module only)
• Auto-sync service (scaffold only)
• Rules engine: basic conditions/actions only (not full DSL)
• Exporting: JSON/CSV package only (no file storage)

Not Yet Implemented

• Real database (Postgres) + migrations (Prisma disabled)
• Full CSV import pipeline + deduping
• Rule UI: create/edit/priority drag-drop
• Audit log UI
• MFA + session management
• Stripe billing + plans
• Email integration (Gmail/Postmark)
• Analytics (Plausible)
• Tax e-file provider integration
• Full tax intake flows (W‑2/1099/deductions/credits)

Notes

• Current runtime uses JSON storage for dev simplicity.
• Backend endpoints are open (no auth guards enforced).