FamilyPlanner System Requirements Document

1. Introduction

FamilyPlanner is a comprehensive application designed to help families manage their spending, budgeting, and shopping lists. Initially intended for personal family use, the application will evolve into a multi-tenant SaaS platform, allowing multiple families to use the service independently.

2. System Overview

FamilyPlanner aims to provide a seamless experience for families to track their financial activities, create and manage budgets, and organize shopping lists. The application will support both web and mobile platforms, ensuring accessibility and convenience for all users. As a SaaS platform, it will support multiple tenants, allowing different families to use the application with their own data and settings.

3. Functional Requirements

• As a Family Member, I should be able to track family spending to monitor expenses.
• As a Family Member, I should be able to create and manage budgets to control family finances.
• As a Family Member, I should be able to create and update shopping lists to organize family purchases.
• As an Admin, I should be able to manage multiple family accounts for the SaaS platform.
• As a Family Member, I should be able to view spending reports to analyze financial habits.
• As a Family Member, I should be able to set spending alerts to avoid overspending.
• As a Family Member, I should be able to share shopping lists with other family members for collaborative planning.

4. User Personas

• Family Member: A user who can track spending, manage budgets, and create shopping lists.
• Admin: A user responsible for managing family accounts and overseeing the multi-tenant platform.

5. Core User Flows

• Family Member logs in -> tracks spending -> updates budget -> creates shopping list -> shares list with family.
• Admin logs in -> manages family accounts -> oversees platform usage -> ensures data security.

6. Visuals Colors and Theme

• primary: #4A90E2 (a calming blue for trust and reliability)
• primary_light: #A6C8F0 (a lighter blue for hover states)
• secondary: #F5A623 (a warm orange for emphasis and highlights)
• accent: #D0021B (a vibrant red for CTAs and alerts)
• highlight: #F8E71C (a bright yellow for notifications)
• bg: #FFFFFF (a clean white background)
• surface: rgba(255, 255, 255, 0.9) (a subtle white for cards/panels)
• text: #333333 (a dark grey for primary text)
• text_muted: #777777 (a lighter grey for secondary text)
• border: rgba(204, 204, 204, 0.5) (a soft grey for borders)

7. Signature Design Concept

The FamilyPlanner homepage will feature an interactive "Budget Tree" concept. Users will see a digital tree that grows and changes as they input their financial data. Each branch represents a different category of spending, and leaves grow or fall based on budget adherence. Users can click on branches to expand details, drag to rearrange priorities, and hover to see summaries. This will be implemented using @react-three/fiber for 3D rendering and gsap for animations, creating an engaging and educational experience.

8. Interaction Model & Motion Direction

The landing page will use a "parallax" interaction model, providing a layered depth effect as users scroll. Decorative elements like the "Budget Tree" will move at different speeds to create a dynamic and immersive experience. Internal pages will adopt a "static" model for clarity and ease of use, focusing on functionality over animation.

9. Non-Functional Requirements

• The system must support at least 1000 concurrent users.
• Data must be encrypted to ensure user privacy.
• The application should have a response time of less than 2 seconds for any user action.
• The system must be available 99.9% of the time.

10. Tech Stack

• Frontend: React for Web, React Native for mobile app
• Backend: Python, FastAPI
• Database: MySQL or MariaDB, using Alembic for migrations
• AI Models: GPT 5.4 for user-friendly responses
• Local Orchestration: Docker, docker-compose
• Server-side Orchestration: Kubernetes

11. Assumptions and Constraints

• The application will initially support English and Norwegian languages.
• The system will operate in the Central European Time Zone.
• The application must comply with GDPR regulations for data protection.

12. Glossary

• SaaS: Software as a Service, a software distribution model in which applications are hosted by a service provider and made available to customers over the internet.
• Multi-Tenant: A software architecture where a single instance of software serves multiple customers.
• Budget Tree: A visual representation of a user's budget, where each branch represents a spending category.