silver-finanas

byVinicius Kwiecien Ruoso

construa um sistema de controle de finanças pessoais muito completo... precisamos de contas, controle de cartão de crédito, categorias com subcategorias, orçamentação, dashboards e gráficos para análises dos dados de gastos e receitas... precisa de importação de dados via pdf de faturas de cartão ou extrados bancários, além de arquivos ofx... sistema de login com possibilidade de multiplos usuários acessarem a mesma conta (por exemplo uma familia)

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Project Tasks28

#1

Implement Theme and Structure

To Do

As a user I want to see the frontend with the correct color palette and visual structure so that all pages look identical to the mock-design pages. Apply design tokens: Background #F5F9FC, Surface #FFFFFF, Text #2D3748, Accent #4CAF50, Muted #A0AEC0. Set up global CSS variables, font family (Inter), spacing and border-radius conventions. Remove any scaffold pages not present in the design (e.g. welcome page, ai-assistant page, settings page if not in design). This task must be completed before any other page implementation tasks.

AI 80%
Human 20%
High Priority
1.5 days
Frontend Developer
#2

Build Login Page

To Do

As a user I want to be able to use the frontend Login page so that I can securely sign in to silver-finanas. Implement the Login page based on the existing JSX design (v1). Page receives email/password inputs, triggers authentication and redirects to Dashboard. Follows design system tokens established in the theme task.

Depends on:#1
Waiting for dependencies
AI 90%
Human 10%
High Priority
1 day
Frontend Developer
#3

Build Dashboard Page

To Do

As a user I want to be able to use the frontend Dashboard page so that I can view my financial summary, interactive financial tree, KPI stats (income, expenses, net balance, budget utilization), spending/income charts, recent transactions, accounts overview, and quick actions. Implement based on existing JSX design (v1) including: TopBar, Sidebar, WelcomeBanner, FinancialTreeWidget, KPIStatsRow, SpendingIncomeChart, BudgetProgressPanel, RecentTransactions, AccountsOverview, QuickActions and Footer sections.

Depends on:#1#2
Waiting for dependencies
AI 85%
Human 15%
High Priority
3 days
Frontend Developer
#12

Implement Accounts Backend API

To Do

As a user I want to be able to use the backend API for accounts so that I can create, update, delete and retrieve bank accounts with current balances. Implement FastAPI endpoints: POST /accounts, GET /accounts, GET /accounts/{id}, PUT /accounts/{id}, DELETE /accounts/{id}. Uses MySQL via Alembic migrations.

Depends on:#2
Waiting for dependencies
AI 75%
Human 25%
High Priority
2 days
Backend Developer
#4

Build Accounts Page

To Do

As a user I want to be able to use the frontend Accounts page so that I can create and manage multiple bank accounts, view balances, and navigate to transaction history per account. Implement based on existing JSX design (v1). Linked from Dashboard and Sidebar; links to Transactions page.

Depends on:#1#3
Waiting for dependencies
AI 85%
Human 15%
High Priority
2 days
Frontend Developer
#8

Build CreditCards Page

To Do

As a user I want to be able to use the frontend CreditCards page so that I can add and manage credit cards, view statements, track available credit vs limit, and access payment reminders. Implement based on existing JSX design (v1). Linked from Dashboard Sidebar; links to Import page.

Depends on:#3#1
Waiting for dependencies
AI 85%
Human 15%
High Priority
2 days
Frontend Developer
#10

Build Reports Page

To Do

As a user I want to be able to use the frontend Reports page so that I can analyze spending and income trends through interactive charts, period comparisons, and category breakdowns. Implement based on existing JSX design (v1). Linked from Dashboard Sidebar.

Depends on:#3#1
Waiting for dependencies
AI 85%
Human 15%
Medium Priority
2 days
Frontend Developer
#11

Build Profile Page

To Do

As a user I want to be able to use the frontend Profile page so that I can manage my personal information, invite family members to share account access, and configure preferences such as language and currency. Implement based on existing JSX design (v1). Linked from Dashboard TopBar user avatar dropdown and Sidebar.

Depends on:#3#1
Waiting for dependencies
AI 85%
Human 15%
Medium Priority
1.5 days
Frontend Developer
#13

Implement Transactions Backend API

To Do

As a user I want to be able to use the backend API for transactions so that I can create, retrieve, update, delete and filter transactions by account, category, date range and type (income/expense). Implement FastAPI endpoints: POST /transactions, GET /transactions, GET /transactions/{id}, PUT /transactions/{id}, DELETE /transactions/{id}.

Depends on:#12
Waiting for dependencies
AI 75%
Human 25%
High Priority
2.5 days
Backend Developer
#14

Implement Categories Backend API

To Do

As a user I want to be able to use the backend API for categories so that I can create and manage hierarchical expense/income categories and subcategories. Implement FastAPI endpoints: POST /categories, GET /categories, PUT /categories/{id}, DELETE /categories/{id} with support for parent-child relationships.

Depends on:#12
Waiting for dependencies
AI 75%
Human 25%
Medium Priority
1.5 days
Backend Developer
#19

Implement Multi-user Access API

To Do

As a user I want to be able to use the backend API for multi-user access so that I can invite family members or collaborators to share access to the same account with role-based permissions. Implement FastAPI endpoints: POST /users/invite, GET /users/members, DELETE /users/members/{id}, PUT /users/members/{id}/role.

Depends on:#12
Waiting for dependencies
AI 70%
Human 30%
Medium Priority
2 days
Backend Developer
#5

Build Transactions Page

To Do

As a user I want to be able to use the frontend Transactions page so that I can add, view, search and filter all income and expense transactions across all accounts, assign categories, and review imported transactions. Implement based on existing JSX design (v1). Linked from Dashboard, Accounts and Import pages.

Depends on:#1#4
Waiting for dependencies
AI 85%
Human 15%
High Priority
2.5 days
Frontend Developer
#9

Build Import Page

To Do

As a user I want to be able to use the frontend Import page so that I can upload PDF bank statements, credit card invoices, and OFX files to import financial data automatically. Implement based on existing JSX design (v1). Linked from CreditCards and Sidebar; leads to Transactions review page after upload.

Depends on:#1#8
Waiting for dependencies
AI 80%
Human 20%
High Priority
2 days
Frontend Developer
#15

Implement Budget Backend API

To Do

As a user I want to be able to use the backend API for budgets so that I can set, update and track budget goals per category and period. Implement FastAPI endpoints: POST /budgets, GET /budgets, PUT /budgets/{id}, DELETE /budgets/{id}, GET /budgets/utilization for progress calculations.

Depends on:#14
Waiting for dependencies
AI 75%
Human 25%
High Priority
2 days
Backend Developer
#16

Implement CreditCards Backend API

To Do

As a user I want to be able to use the backend API for credit cards so that I can add and manage credit cards, track statement balances, available credit, limits and payment due dates. Implement FastAPI endpoints: POST /credit-cards, GET /credit-cards, PUT /credit-cards/{id}, DELETE /credit-cards/{id}.

Depends on:#13
Waiting for dependencies
AI 75%
Human 25%
High Priority
2 days
Backend Developer
#21

Connect Accounts Page to API

To Do

As a user I want to be able to manage accounts on the frontend Accounts page using live data so that create, update, delete and balance display operations call the real backend API.

Depends on:#4#12
Waiting for dependencies
AI 75%
Human 25%
High Priority
1 day
Frontend Developer
#28

Connect Profile Page to API

To Do

As a user I want to be able to manage my profile and family access on the frontend Profile page using live data so that user info updates and member invitations call the real backend API.

Depends on:#19#11
Waiting for dependencies
AI 75%
Human 25%
Medium Priority
1 day
Frontend Developer
#6

Build Categories Page

To Do

As a user I want to be able to use the frontend Categories page so that I can create and manage expense/income categories and subcategories to organize my transactions. Implement based on existing JSX design (v1). Linked from Transactions and Budget pages.

Depends on:#1#5
Waiting for dependencies
AI 85%
Human 15%
Medium Priority
1.5 days
Frontend Developer
#17

Implement File Import Backend API

To Do

As a user I want to be able to use the backend API for file imports so that I can upload PDF bank statements, credit card invoices and OFX files and have transactions automatically parsed and created. Implement FastAPI endpoints: POST /import/pdf, POST /import/ofx. Integrate PDF text extraction (pdfplumber) and OFX parsing libraries. Returns parsed transaction previews for user review.

Depends on:#16
Waiting for dependencies
AI 70%
Human 30%
High Priority
3 days
Backend Developer
#18

Implement Reports Backend API

To Do

As a user I want to be able to use the backend API for reports so that I can retrieve aggregated spending and income analytics, category breakdowns, period comparisons and trend data for charts. Implement FastAPI endpoints: GET /reports/summary, GET /reports/spending-by-category, GET /reports/income-vs-expenses with period query parameters.

Depends on:#15#13
Waiting for dependencies
AI 75%
Human 25%
Medium Priority
2 days
Backend Developer
#22

Connect Transactions Page to API

To Do

As a user I want to be able to manage transactions on the frontend Transactions page using live data so that add, edit, delete, filter and search operations call the real backend API.

Depends on:#13#5
Waiting for dependencies
AI 75%
Human 25%
High Priority
1.5 days
Frontend Developer
#25

Connect CreditCards Page to API

To Do

As a user I want to be able to manage credit cards on the frontend CreditCards page using live data so that add, edit and delete card operations and balance display call the real backend API.

Depends on:#16#8
Waiting for dependencies
AI 75%
Human 25%
High Priority
1 day
Frontend Developer
#7

Build Budget Page

To Do

As a user I want to be able to use the frontend Budget page so that I can set budget goals per category, monitor spending progress against those goals, and view period-based budget utilization. Implement based on existing JSX design (v1). Linked from Dashboard Sidebar; links to Categories page.

Depends on:#1#6
Waiting for dependencies
AI 85%
Human 15%
High Priority
2 days
Frontend Developer
#20

Connect Dashboard to APIs

To Do

As a user I want to be able to see live data on the frontend Dashboard page so that KPI stats, financial tree, recent transactions, accounts overview and budget progress all load from real backend API responses. Wire up all Dashboard sections to their respective API endpoints using React Query or similar data-fetching strategy.

Depends on:#3#15#18#13#12
Waiting for dependencies
AI 75%
Human 25%
High Priority
2 days
Frontend Developer
#23

Connect Categories Page to API

To Do

As a user I want to be able to manage categories on the frontend Categories page using live data so that create, update and delete of categories and subcategories call the real backend API.

Depends on:#14#6
Waiting for dependencies
AI 75%
Human 25%
Medium Priority
1 day
Frontend Developer
#26

Connect Import Page to API

To Do

As a user I want to be able to upload files on the frontend Import page using the real backend so that PDF and OFX uploads are processed and parsed transactions are shown for review before saving.

Depends on:#17#9
Waiting for dependencies
AI 75%
Human 25%
High Priority
1.5 days
Frontend Developer
#27

Connect Reports Page to API

To Do

As a user I want to be able to see live analytics on the frontend Reports page so that spending charts, income vs expense graphs, and category breakdowns load from the real backend reports API.

Depends on:#18#10
Waiting for dependencies
AI 75%
Human 25%
Medium Priority
1 day
Frontend Developer
#24

Connect Budget Page to API

To Do

As a user I want to be able to manage budgets on the frontend Budget page using live data so that goal creation, progress tracking and utilization display call the real backend API.

Depends on:#15#7
Waiting for dependencies
AI 75%
Human 25%
High Priority
1 day
Frontend Developer

No completed page designs yet.

Completed design pages will appear here when they are ready to preview.

Login: Sign In
Dashboard: View Summary
Accounts: View Balances
Transactions: View History
Budget: View Progress
Profile: Manage Family Access