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  kept only as historical reference for the entity shapes; no longer live or read by the app.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

1. AI Coach, deleteAccount, and the other Edge Functions above aren't deployed yet
2. Google OAuth not configured in the Supabase dashboard
3. Stripe billing and Plaid bank sync are intentionally disabled (code present, no live keys)
4. 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
5. 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