feat: add Claude Finance - comprehensive personal finance app

CLAUDE.md

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+# Claude Code Task Management Guide
+
+## Documentation Available
+
+📚 **Project Documentation**: Check the documentation files in this directory for project-specific setup instructions and guides.
+**Project Tasks**: Check the tasks directory in documentation/tasks for the list of tasks to be completed. Use the CLI commands below to interact with them.
+
+## MANDATORY Task Management Workflow
+
+🚨 **YOU MUST FOLLOW THIS EXACT WORKFLOW - NO EXCEPTIONS** 🚨
+
+### **STEP 1: DISCOVER TASKS (MANDATORY)**
+You MUST start by running this command to see all available tasks:
+```bash
+task-manager list-tasks
+```
+
+### **STEP 2: START EACH TASK (MANDATORY)**
+Before working on any task, you MUST mark it as started:
+```bash
+task-manager start-task <task_id>
+```
+
+### **STEP 3: COMPLETE OR CANCEL EACH TASK (MANDATORY)**
+After finishing implementation, you MUST mark the task as completed, or cancel if you cannot complete it:
+```bash
+task-manager complete-task <task_id> "Brief description of what was implemented"
+# or
+task-manager cancel-task <task_id> "Reason for cancellation"
+```
+
+## Task Files Location
+
+📁 **Task Data**: Your tasks are organized in the `documentation/tasks/` directory:
+- Task JSON files contain complete task information
+- Use ONLY the `task-manager` commands listed above
+- Follow the mandatory workflow sequence for each task
+
+## MANDATORY Task Workflow Sequence
+
+🔄 **For EACH individual task, you MUST follow this sequence:**
+
+1. 📋 **DISCOVER**: `task-manager list-tasks` (first time only)
+2. 🚀 **START**: `task-manager start-task <task_id>` (mark as in progress)
+3. 💻 **IMPLEMENT**: Do the actual coding/implementation work
+4. ✅ **COMPLETE**: `task-manager complete-task <task_id> "What was done"` (or cancel with `task-manager cancel-task <task_id> "Reason"`)
+5. 🔁 **REPEAT**: Go to next task (start from step 2)
+
+## Task Status Options
+
+- `pending` - Ready to work on
+- `in_progress` - Currently being worked on  
+- `completed` - Successfully finished
+- `blocked` - Cannot proceed (waiting for dependencies)
+- `cancelled` - No longer needed
+
+## CRITICAL WORKFLOW RULES
+
+❌ **NEVER skip** the `task-manager start-task` command
+❌ **NEVER skip** the `task-manager complete-task` command  (use `task-manager cancel-task` if a task is not planned, not required, or you must stop it)
+❌ **NEVER work on multiple tasks simultaneously**
+✅ **ALWAYS complete one task fully before starting the next**
+✅ **ALWAYS provide completion details in the complete command**
+✅ **ALWAYS follow the exact 3-step sequence: list → start → complete (or cancel if not required)**

app/api/finance/assets/route.ts

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+import { NextRequest, NextResponse } from "next/server"
+import { auth } from "@/lib/auth"
+import { db } from "@/db"
+import { assets } from "@/db/schema/finance"
+import { eq } from "drizzle-orm"
+import { z } from "zod"
+
+const assetSchema = z.object({
+  name: z.string().min(1, "Name is required"),
+  type: z.enum(["cash", "real_estate", "vehicle", "other"]),
+  value: z.number().positive("Value must be positive"),
+  description: z.string().optional(),
+  purchaseDate: z.string().optional(),
+})
+
+export async function GET() {
+  try {
+    const session = await auth.api.getSession({ headers: new Headers() })
+    if (!session?.user?.id) {
+      return NextResponse.json({ error: "Unauthorized" }, { status: 401 })
+    }
+
+    const userAssets = await db
+      .select()
+      .from(assets)
+      .where(eq(assets.userId, session.user.id))
+
+    return NextResponse.json(userAssets)
+  } catch (error) {
+    return NextResponse.json({ error: "Failed to fetch assets" }, { status: 500 })
+  }
+}
+
+export async function POST(request: NextRequest) {
+  try {
+    const session = await auth.api.getSession({ headers: new Headers() })
+    if (!session?.user?.id) {
+      return NextResponse.json({ error: "Unauthorized" }, { status: 401 })
+    }
+
+    const body = await request.json()
+    const validatedData = assetSchema.parse(body)
+
+    const newAsset = await db.insert(assets).values({
+      ...validatedData,
+      userId: session.user.id,
+      id: crypto.randomUUID(),
+    }).returning()
+
+    return NextResponse.json(newAsset[0], { status: 201 })
+  } catch (error) {
+    if (error instanceof z.ZodError) {
+      return NextResponse.json({ error: error.errors }, { status: 400 })
+    }
+    return NextResponse.json({ error: "Failed to create asset" }, { status: 500 })
+  }
+}

app/api/finance/expenses/route.ts

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+import { NextRequest, NextResponse } from "next/server"
+import { auth } from "@/lib/auth"
+import { db } from "@/db"
+import { expenses } from "@/db/schema/finance"
+import { eq } from "drizzle-orm"
+import { z } from "zod"
+
+const expenseSchema = z.object({
+  amount: z.number().positive("Amount must be positive"),
+  category: z.enum([
+    "food", "transport", "housing", "utilities", "entertainment", 
+    "healthcare", "education", "shopping", "other"
+  ]),
+  description: z.string().optional(),
+  date: z.string(),
+  paymentMethod: z.enum(["cash", "credit_card", "debit_card", "bank_transfer", "other"]).optional(),
+})
+
+export async function GET() {
+  try {
+    const session = await auth.api.getSession({ headers: new Headers() })
+    if (!session?.user?.id) {
+      return NextResponse.json({ error: "Unauthorized" }, { status: 401 })
+    }
+
+    const userExpenses = await db
+      .select()
+      .from(expenses)
+      .where(eq(expenses.userId, session.user.id))
+      .orderBy(expenses.date)
+
+    return NextResponse.json(userExpenses)
+  } catch (error) {
+    return NextResponse.json({ error: "Failed to fetch expenses" }, { status: 500 })
+  }
+}
+
+export async function POST(request: NextRequest) {
+  try {
+    const session = await auth.api.getSession({ headers: new Headers() })
+    if (!session?.user?.id) {
+      return NextResponse.json({ error: "Unauthorized" }, { status: 401 })
+    }
+
+    const body = await request.json()
+    const validatedData = expenseSchema.parse(body)
+
+    const newExpense = await db.insert(expenses).values({
+      ...validatedData,
+      userId: session.user.id,
+      id: crypto.randomUUID(),
+    }).returning()
+
+    return NextResponse.json(newExpense[0], { status: 201 })
+  } catch (error) {
+    if (error instanceof z.ZodError) {
+      return NextResponse.json({ error: error.errors }, { status: 400 })
+    }
+    return NextResponse.json({ error: "Failed to create expense" }, { status: 500 })
+  }
+}

app/api/finance/income/route.ts

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+import { NextRequest, NextResponse } from "next/server"
+import { auth } from "@/lib/auth"
+import { db } from "@/db"
+import { income } from "@/db/schema/finance"
+import { eq } from "drizzle-orm"
+import { z } from "zod"
+
+const incomeSchema = z.object({
+  amount: z.number().positive("Amount must be positive"),
+  source: z.enum([
+    "salary", "freelance", "investment", "business", "gift", "other"
+  ]),
+  description: z.string().optional(),
+  date: z.string(),
+  recurring: z.boolean().default(false),
+  frequency: z.enum(["weekly", "monthly", "yearly"]).optional(),
+})
+
+export async function GET() {
+  try {
+    const session = await auth.api.getSession({ headers: new Headers() })
+    if (!session?.user?.id) {
+      return NextResponse.json({ error: "Unauthorized" }, { status: 401 })
+    }
+
+    const userIncome = await db
+      .select()
+      .from(income)
+      .where(eq(income.userId, session.user.id))
+      .orderBy(income.date)
+
+    return NextResponse.json(userIncome)
+  } catch (error) {
+    return NextResponse.json({ error: "Failed to fetch income" }, { status: 500 })
+  }
+}
+
+export async function POST(request: NextRequest) {
+  try {
+    const session = await auth.api.getSession({ headers: new Headers() })
+    if (!session?.user?.id) {
+      return NextResponse.json({ error: "Unauthorized" }, { status: 401 })
+    }
+
+    const body = await request.json()
+    const validatedData = incomeSchema.parse(body)
+
+    const newIncome = await db.insert(income).values({
+      ...validatedData,
+      userId: session.user.id,
+      id: crypto.randomUUID(),
+    }).returning()
+
+    return NextResponse.json(newIncome[0], { status: 201 })
+  } catch (error) {
+    if (error instanceof z.ZodError) {
+      return NextResponse.json({ error: error.errors }, { status: 400 })
+    }
+    return NextResponse.json({ error: "Failed to create income" }, { status: 500 })
+  }
+}

app/api/finance/investments/route.ts

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+import { NextRequest, NextResponse } from "next/server"
+import { auth } from "@/lib/auth"
+import { db } from "@/db"
+import { investments } from "@/db/schema/finance"
+import { eq } from "drizzle-orm"
+import { z } from "zod"
+
+const investmentSchema = z.object({
+  name: z.string().min(1, "Name is required"),
+  type: z.enum(["stocks", "bonds", "crypto", "mutual_funds", "etf", "other"]),
+  symbol: z.string().optional(),
+  quantity: z.number().positive("Quantity must be positive"),
+  purchasePrice: z.number().positive("Purchase price must be positive"),
+  currentPrice: z.number().positive("Current price must be positive"),
+  purchaseDate: z.string().optional(),
+})
+
+export async function GET() {
+  try {
+    const session = await auth.api.getSession({ headers: new Headers() })
+    if (!session?.user?.id) {
+      return NextResponse.json({ error: "Unauthorized" }, { status: 401 })
+    }
+
+    const userInvestments = await db
+      .select()
+      .from(investments)
+      .where(eq(investments.userId, session.user.id))
+
+    return NextResponse.json(userInvestments)
+  } catch (error) {
+    return NextResponse.json({ error: "Failed to fetch investments" }, { status: 500 })
+  }
+}
+
+export async function POST(request: NextRequest) {
+  try {
+    const session = await auth.api.getSession({ headers: new Headers() })
+    if (!session?.user?.id) {
+      return NextResponse.json({ error: "Unauthorized" }, { status: 401 })
+    }
+
+    const body = await request.json()
+    const validatedData = investmentSchema.parse(body)
+
+    const totalValue = validatedData.quantity * validatedData.currentPrice
+
+    const newInvestment = await db.insert(investments).values({
+      ...validatedData,
+      totalValue,
+      userId: session.user.id,
+      id: crypto.randomUUID(),
+    }).returning()
+
+    return NextResponse.json(newInvestment[0], { status: 201 })
+  } catch (error) {
+    if (error instanceof z.ZodError) {
+      return NextResponse.json({ error: error.errors }, { status: 400 })
+    }
+    return NextResponse.json({ error: "Failed to create investment" }, { status: 500 })
+  }
+}

app/dashboard/assets/page.tsx

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+import { AddAssetForm } from "@/components/forms/add-asset-form"
+import { Card, CardContent, CardDescription, CardHeader, CardTitle } from "@/components/ui/card"
+import { Button } from "@/components/ui/button"
+import { ArrowLeft, Plus } from "lucide-react"
+import Link from "next/link"
+
+export default function AssetsPage() {
+  return (
+    <div className="container mx-auto py-6">
+      <div className="mb-6">
+        <Button variant="ghost" asChild>
+          <Link href="/dashboard">
+            <ArrowLeft className="mr-2 h-4 w-4" />
+            Back to Dashboard
+          </Link>
+        </Button>
+      </div>
+
+      <div className="max-w-2xl mx-auto">
+        <Card>
+          <CardHeader>
+            <CardTitle>Add New Asset</CardTitle>
+            <CardDescription>
+              Track your valuable possessions and cash holdings
+            </CardDescription>
+          </CardHeader>
+          <CardContent>
+            <AddAssetForm />
+          </CardContent>
+        </Card>
+      </div>
+    </div>
+  )
+}

app/dashboard/expenses/page.tsx

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+import { AddExpenseForm } from "@/components/forms/add-expense-form"
+import { Card, CardContent, CardDescription, CardHeader, CardTitle } from "@/components/ui/card"
+import { Button } from "@/components/ui/button"
+import { ArrowLeft, Plus } from "lucide-react"
+import Link from "next/link"
+
+export default function ExpensesPage() {
+  return (
+    <div className="container mx-auto py-6">
+      <div className="mb-6">
+        <Button variant="ghost" asChild>
+          <Link href="/dashboard">
+            <ArrowLeft className="mr-2 h-4 w-4" />
+            Back to Dashboard
+          </Link>
+        </Button>
+      </div>
+
+      <div className="max-w-2xl mx-auto">
+        <Card>
+          <CardHeader>
+            <CardTitle>Add New Expense</CardTitle>
+            <CardDescription>
+              Track and categorize your spending habits
+            </CardDescription>
+          </CardHeader>
+          <CardContent>
+            <AddExpenseForm />
+          </CardContent>
+        </Card>
+      </div>
+    </div>
+  )
+}