Overview
Finance Dashboard System is a modern backend application built to manage financial records, analytics, organizations, and role-based access control in a scalable and maintainable way. The project focuses on backend engineering concepts such as API architecture, authentication, authorization, financial data processing, database design, and dashboard analytics. It simulates a real-world finance management platform where multiple users collaborate across organizations and projects with different levels of access and permissions.
Key Features
Secure Authentication & User Management
The system supports multiple authentication methods and secure session handling, including:
- Google Authentication
- Email & Password Login
- OTP-Based Authentication
- Refresh Token Sessions
- User Status Management
Users can securely access organizations and projects while maintaining proper session control and authorization.
Organization & Project Collaboration
The platform follows a multi-tenant architecture where users can:
- Create organizations
- Manage projects
- Invite team members
- Assign roles and permissions
- Collaborate securely across projects
This structure allows scalable management of teams and finance-related workflows.
Role-Based Access Control (RBAC)
A flexible RBAC system was implemented to enforce secure access control.
Supported Roles
- Owner
- Admin
- Member
Access Levels
- Read
- Write
- Manage
Permission Domains
- Finance
- Analytics
The system ensures users only access resources and actions permitted by their assigned roles.
Financial Records Management
The application provides complete financial record lifecycle management with support for:
- Income & Expense Tracking
- Categories & Tags
- Currency Management
- Payment Source Tracking
- Filtering & Pagination
- Soft Delete Functionality
Each financial entry contains structured information such as amount, type, source, date, description, and associated categories or tags.
Dashboard Analytics
The backend includes APIs designed specifically for dashboard analytics and reporting, including:
- Total Income
- Total Expenses
- Net Balance
- Category-wise Insights
- Monthly & Weekly Trends
- Recent Financial Activity
These analytics endpoints help generate meaningful financial insights for frontend dashboards.
Technology Stack
Backend
- Node.js
- TypeScript
- Express.js
Database
- PostgreSQL
- Prisma ORM
Validation & Security
- Zod Validation
- Centralized Error Handling
- Secure Authentication Flows