Mutual Fund Management System 📈

A production-ready fintech backend built with Spring Boot 2.7, engineered for scalability, auditability, and secure asset management. This platform models a complete investment lifecycle—from dynamic NAV calculation to secure multi-role transactions.

📖 Engineering Design Deep-Dive → — Architectural rationale, design patterns, RBAC implementation, and performance optimizations.

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📋 Platform Capabilities

Feature	Implementation	Benefit
Secure Transactions	JWT + RBAC	Role-based access for Investors vs Admins
Async Orchestration	Event-Driven Architecture	Non-blocking registration & notifications
Auditing	AOP (Aspect-Oriented)	Automatic logging without code clutter
API Discoverability	HATEOAS (Level 3 REST)	Self-documenting hypermedia links
Observability	Spring Actuator	Real-time health, metrics, and info

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🏛️ Architecture Overview

graph LR
    subgraph Client
    UI[Frontend / Postman]
    end
    
    subgraph API Gateway
    JWT[JWT Filter]
    Controllers[REST Controllers]
    end
    
    subgraph Business Logic
    Services[Transaction Services]
    AOP[AOP Auditing]
    Events[Event Publisher]
    end
    
    subgraph Data Layer
    JPA[Spring Data JPA]
    DB[(H2 / Oracle)]
    end
    
    UI --> JWT --> Controllers
    Controllers --> Services
    Services --> JPA --> DB
    AOP -.-> Services
    Services -.-> Events

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📁 Project Structure

src/main/java/com/project/
├── aspect/            # AOP: @LogActivity annotation & LoggingAspect
├── controller/        # REST endpoints (HATEOAS-enabled)
├── dto/               # Request/Response models (decoupled from entities)
├── event/             # Event-Driven: InvestorRegisteredEvent, Listeners
├── model/             # JPA Entities: Investor, MutualFund, Stock, Investment
├── repository/        # Spring Data JPA interfaces
├── security/          # JWT Filter, WebSecurityConfig, RBAC
└── service/           # Business logic & transaction management

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🏗️ Technical Stack

Layer	Technology
Core	Java 17, Spring Boot 2.7, Spring Data JPA
Security	Spring Security, JWT (JJWT), BCrypt
API Maturity	Spring HATEOAS, Springdoc OpenAPI 3
Monitoring	Spring Boot Actuator
Database	H2 (Dev), Oracle SQL (Production)
Testing	JUnit 5, Mockito, MockMvc

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🚀 Installation & Setup

Prerequisites

• JDK 17 or higher
• Maven 3.6+ (or use included wrapper)
• (Optional) Postman for API testing

1. Clone & Build

git clone https://github.com/ayushvarma7/Mutual_Fund_Project.git
cd Mutual_Fund_Project

# Build using the local Maven wrapper
./.maven_local/bin/mvn clean compile

2. Run the Application

./.maven_local/bin/mvn spring-boot:run

The server starts on port 8188.

3. Run Tests

./.maven_local/bin/mvn test

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⚡ Quick Demo (60 Seconds)

1. Register a new investor:

curl -X POST http://localhost:8188/register \
  -H "Content-Type: application/json" \
  -d '{"firstName":"John","lastName":"Doe","email":"john@example.com","password":"secure123","contactNumber":"1234567890"}'

2. Authenticate to get JWT:

curl -X POST http://localhost:8188/authenticate \
  -H "Content-Type: application/json" \
  -d '{"username":"john@example.com","password":"secure123"}'

3. Use the JWT to access protected endpoints:

curl http://localhost:8188/mutualfunds \
  -H "Authorization: Bearer <YOUR_JWT_TOKEN>"

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🧪 Mock Data & Demo (Auto-Seeded)

The application automatically seeds a realistic dataset on startup using JavaFaker, so you can test features immediately without manual entry.

Pre-configured Users

Role	Email	Password
Admin	admin@example.com	password
User	user@example.com	password

Seeded Entities

• 5 Portfolio Managers with randomized profiles
• 20 Stocks (NASDAQ tickers) with historical price data
• 10 Mutual Funds with assets, NAV, and manager assignments
• Assets Composition for each fund (randomized stocks and weights)
• 10 Investors with diverse portfolios
• Multiple Investments per investor (Buy/SIP history)

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📚 API Reference

🔐 Authentication

Method	Endpoint	Description
POST	/register	Register a new investor
POST	/authenticate	Login and receive JWT

📊 Mutual Funds

Method	Endpoint	Description	Auth
GET	/mutualfunds	List all funds	Guest
GET	/mutualfunds/id/{id}	Get fund details (HATEOAS)	Guest
POST	/mutualfund/add	Create a new fund	Admin
GET	/mutualfund/getstockweights/{id}	Get stock composition	Guest
GET	/investor/mfs/{investorId}	Invested funds history	User

💰 Investments

Method	Endpoint	Description	Auth
GET	/investments	List all investments	User
POST	/investments/add	Record a new investment	User
GET	/investments/id/{investorId}	Get investor's portfolio	User

📈 Stocks

Method	Endpoint	Description	Auth
GET	/stocks	List all stocks	Guest
POST	/stocks/add	Add a new stock	Admin

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🍱 Developer Tooling

Endpoint	Purpose
/swagger-ui.html	Interactive API Documentation
/v3/api-docs	OpenAPI 3 Metadata (JSON)
/actuator/health	Real-time System Heartbeat
/actuator/info	Application Metadata
/h2-console	In-memory Database Console

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🛠️ Design Highlights

• Statelessness: No server-side sessions; horizontally scalable.
• Fail-Fast Validation: DTOs validate input before reaching business logic.
• Audit Trails: AOP intercepts every transaction for accountability.
• Event Decoupling: Registration side-effects (email, logs) run asynchronously.

For a complete explanation of these design choices, see the DESIGN.md.

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👨‍💻 Author

Ayush Varma
MS Computer Science, Northeastern University
GitHub | LinkedIn | Portfolio