Yorbit — Personal Finance App
A personal finance app (React + Vite + Tailwind + shadcn/ui) tracking transactions,
budgets, bills, goals, net worth, and custom forms, with an AI coach, bank sync, and
Stripe/RevenueCat monetization. Originally built on Base44; migrated to a
self-hosted Supabase backend — see MIGRATION_STEPS.md for the full migration
record and what's still pending.
Tech Stack
- Frontend: React 18, Vite, Tailwind CSS, shadcn/ui (Radix), framer-motion, recharts, react-router-dom v6
- Backend: Supabase (Postgres + Auth + Row Level Security + Edge Functions + Realtime)
- AI: Anthropic Claude via the
ai-coach / weekly-custom-record-analysis Edge Functions
- Monetization: Stripe (web) + RevenueCat/Capacitor (iOS/Android) — code present, disabled by default
- Bank Sync: Plaid — code present, disabled by default
Quick Start
npm install
npm run dev
Requires a .env with VITE_SUPABASE_URL and VITE_SUPABASE_ANON_KEY — see .env.example.
The database schema (supabase/schema.sql) must be run once in the Supabase SQL Editor
before the app has any tables to talk to.
Project Structure
src/
pages/ — Route-level screens (Dashboard, Finance, Budget, Bills, etc.)
components/ — Reusable UI + feature components
ui/ — shadcn/ui primitives
finance/ — Finance-specific components
dashboard/ — Dashboard-specific components
forms/ — Custom forms feature
hooks/ — useGoBack, useProStatus, usePullToRefresh, use-mobile
lib/ — utils, AuthContext, query-client, features, appStoreConfig, revenuecat, platform
api/ — supabaseClient, entities (generic CRUD), base44Client (compatibility shim)
supabase/
schema.sql — All tables, RLS policies, triggers, pg_cron jobs
functions/ — Edge Functions (Deno), one per subfolder
base44/
entities/, agents/, functions/, config.jsonc — Original Base44 schema definitions,
kept only as historical reference for the entity shapes; no longer live or read by the app.
Database (Supabase Postgres)
18 tables, all with RLS enabled and scoped to auth.uid() = user_id: transactions,
bills, budgets, goals, savings_goals, net_worth_entries, habits, tasks,
health_logs, journal_entries, notes, custom_forms, custom_records,
ai_insight_caches, notifications, connected_accounts, bank_sync_logs,
subscriptions — plus profiles (auto-populated on signup) and advisor_conversations
/ advisor_messages (the AI Coach chat log, Realtime-enabled). Full definitions in
supabase/schema.sql. RLS isolation has been verified live with a two-account test —
see git log.
Edge Functions (supabase/functions/)
| Function | Purpose | Status |
|---|
| ai-coach | AI Coach chat + one-off LLM calls (Anthropic) | Not deployed — needs ANTHROPIC_API_KEY + a Supabase personal access token |
| weekly-custom-record-analysis | Weekly per-user AI analysis of custom form records | Not deployed |
| generate-subscription-reminders | Notifies on subscription-category bills due within 3 days | Not deployed |
| cleanup-duplicate-records | One-time dedup utility, admin-only | Not deployed |
| delete-account | Full account + data deletion, must stay server-side (deletes the auth user itself) | Not deployed |
| custom-forms, save-bill | Superseded — the client now calls the generic Entity CRUD directly instead (see src/pages/Forms.jsx, Bills.jsx); kept for reference | Bypassed, not needed |
| create-checkout, stripe-webhook | Stripe billing | Not deployed, billing disabled |
| plaid-create-link-token, plaid-exchange-token, plaid-sync-transactions, sync-all-accounts | Plaid bank sync | Not deployed, disabled |
Deploying any of these needs supabase functions deploy <name> via the Supabase CLI,
which requires logging into your Supabase account (supabase login) — see
MIGRATION_STEPS.md Step 4.
Key Pages
- Dashboard (
/) — Income vs expenses, budget/bill/goal summaries, recent transactions
- Finance (
/finance) — Transaction CRUD, spending charts, net worth tracker
- Budget (
/budget) — Category budgets with progress bars
- Bills (
/bills) — Bill tracking, paid/recurring status, overdue detection
- Spending Summary (
/spending-summary) — Charts with monthly/biweekly/yearly views, CSV+PDF export
- Goals (
/goals) — Goals with milestones and savings progress
- Coach (
/coach) — AI financial advisor (Pro-gated; needs ai-coach deployed to actually respond)
- Forms (
/forms) — Custom forms + records
- CSV Import (
/csv-import) — Import transactions from a bank CSV export
- Bank Sync (
/bank-sync) — Plaid connection UI (feature-flagged off)
- Settings (
/settings) — Account, data export, account deletion, dark mode
- Onboarding (
/onboarding) — Multi-step intro carousel
Feature Flags (src/lib/features.js)
bankSync — Plaid integration UI (edge functions not deployed, so connecting won't work yet)launchChecklist — internal dev-only pages, must stay false before any public release
Auth
Email/password with a 6-digit OTP verification step, Google OAuth (needs a client
ID/secret added in the Supabase dashboard), and password reset via Supabase's
recovery-link flow. See src/lib/AuthContext.jsx and src/api/base44Client.js
(the auth/entities shim — keeps the same call shape as the original Base44 SDK so
most pages needed no changes).
Known gaps
- AI Coach,
deleteAccount, and the other Edge Functions above aren't deployed yet
- Google OAuth not configured in the Supabase dashboard
- Stripe billing and Plaid bank sync are intentionally disabled (code present, no live keys)
- RevenueCat / Capacitor native app packaging is a config file only —
@capacitor/core etc.
aren't installed; turning this into an actual iOS/Android build is separate future work
src/pages/OAuthConsent.jsx was a Base44-platform-specific feature (letting AI clients
connect via OAuth) with no Supabase equivalent — not routed, needs a decision on whether
to rebuild it or remove it
Design System
- Colors: CSS custom properties in
src/index.css (light + dark themes)
- Tailwind config maps tokens to utility classes in
tailwind.config.js
- Cards:
.sky-card (glassmorphic light, solid dark)
- Font: Inter
- Responsive: bottom tab nav below the
lg (1024px) breakpoint, sidebar above it
