56 lines
1.8 KiB
Markdown
56 lines
1.8 KiB
Markdown
# LedgerOne Feature List
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## Implemented
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### Backend (NestJS)
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- API response wrapper (standardized `data/meta/error` format)
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- Transactions API: list + derived update endpoints
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- Rules API: list/create/update/execute + suggestion endpoint
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- Exports API: CSV generation (raw + derived fields) + export logs
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- Accounts API: list + link token stub
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- Plaid module: link token + exchange stubs
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- Tax module: returns CRUD + export package
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- Auth module: register/login using JSON storage
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- Storage layer: JSON file persistence (`data/storage.json`)
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- Supabase module stub
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- Auto-sync service stub
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### Frontend (Next.js + Tailwind)
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- Landing page UI
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- Transactions page
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- Rules page + AI suggestions panel
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- Exports page
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- Tax prep page with all-states selector + John Doe sample dataset
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- Login + Register pages
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- Next API proxy routes (auth, transactions, rules, exports, tax)
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- Liquid / glass UI theme
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### Docs & Tests
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- Test cases list
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- Diagrams (ERD + flows)
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- Backend tests: transactions + exports
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- Frontend tests: dashboard + transactions
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## Partially Implemented / Stubs
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- Plaid integration (link/exchange only; no sync)
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- Supabase integration (module only)
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- Auto-sync service (scaffold only)
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- Rules engine: basic conditions/actions only (not full DSL)
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- Exporting: JSON/CSV package only (no file storage)
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## Not Yet Implemented
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- Real database (Postgres) + migrations (Prisma disabled)
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- Full CSV import pipeline + deduping
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- Rule UI: create/edit/priority drag-drop
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- Audit log UI
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- MFA + session management
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- Stripe billing + plans
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- Email integration (Gmail/Postmark)
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- Analytics (Plausible)
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- Tax e-file provider integration
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- Full tax intake flows (W‑2/1099/deductions/credits)
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## Notes
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- Current runtime uses JSON storage for dev simplicity.
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- Backend endpoints are open (no auth guards enforced).
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