Skip to content

FEATURE_MATRIX.md

Latest commit

 

History

History
186 lines (144 loc) · 15.6 KB

FEATURE_MATRIX.md

File metadata and controls

186 lines (144 loc) · 15.6 KB
Raw

Feature Matrix

Complete feature reference for FinFlow platform with module mapping and examples.

Table of Contents

Overview

This document provides a comprehensive matrix of all FinFlow features, their implementation status, modules, and usage examples.

Core Features

Feature Short description Module / File CLI flag / API Example (path) Notes
User Authentication JWT-based authentication with MFA backend/auth-service POST /api/auth/login auth example Supports OAuth
Role-Based Access Control Granular permission system backend/auth-service/src/auth.service.ts Middleware RBAC docs Multiple roles supported
Payment Processing Multi-gateway payment handling backend/payments-service POST /api/payments payment example Stripe, PayPal, Square
Double-Entry Accounting GAAP-compliant accounting backend/accounting-service POST /api/journal-entries accounting example Auto-balance validation
Financial Reporting Generate balance sheets, income statements backend/accounting-service/src/accounting.service.ts GET /api/reports/* reports docs Export to PDF/CSV
Credit Scoring ML-based credit risk assessment backend/credit-engine POST /api/credit/score credit example Python/FastAPI
Cash Flow Forecasting Predictive analytics for cash flow backend/ai-features-service GET /api/analytics/forecast AI features Uses Prophet/XGBoost
Real-time Analytics Live dashboards and metrics backend/analytics-service GET /api/analytics/dashboard analytics docs Redis-cached
Invoice Management Create and track invoices backend/accounting-service/src/invoice.service.ts POST /api/invoices invoice API PDF generation
Transaction Processing Validate and process transactions backend/transaction-service Kafka events architecture Event-driven
Multi-Tenant Support Complete data isolation backend/multi-tenant-service Automatic multi-tenant docs Per-tenant databases
Compliance Management GDPR, PSD2, AML/CFT compliance backend/compliance-service Automated checks compliance Audit trail
Tax Automation Automated tax calculations backend/tax_automation POST /api/tax/calculate tax docs Multiple jurisdictions
API Gateway Centralized routing and rate limiting infrastructure/docker/api-gateway All /api/* endpoints API docs Kong/nginx
Event Streaming Real-time event processing kafka/ Kafka topics events Apache Kafka

Service Features

Auth Service Features

Feature Description API Endpoint Status Version
User Registration Create new user accounts POST /api/auth/register ✅ Active v1.0
User Login Authenticate users POST /api/auth/login ✅ Active v1.0
JWT Token Management Issue and refresh tokens POST /api/auth/refresh ✅ Active v1.0
Multi-Factor Authentication SMS and app-based MFA POST /api/auth/mfa/verify ✅ Active v1.2
OAuth Integration Google, GitHub, Microsoft OAuth POST /api/auth/oauth/* ✅ Active v1.1
Password Reset Secure password recovery POST /api/auth/reset-password ✅ Active v1.0
Session Management Track and invalidate sessions POST /api/auth/logout ✅ Active v1.0

Payments Service Features

Feature Description API Endpoint Status Version
Stripe Integration Process Stripe payments POST /api/payments ✅ Active v1.0
PayPal Integration Process PayPal payments POST /api/payments ✅ Active v1.0
Square Integration Process Square payments POST /api/payments ✅ Active v1.1
Payment Refunds Refund processed payments POST /api/payments/:id/refund ✅ Active v1.0
Recurring Billing Subscription management POST /api/payments/subscriptions ✅ Active v1.2
Payment Status Tracking Real-time payment status GET /api/payments/:id ✅ Active v1.0
Webhook Handling Process payment webhooks POST /api/payments/webhook ✅ Active v1.0

Accounting Service Features

Feature Description API Endpoint Status Version
Invoice Creation Generate invoices POST /api/invoices ✅ Active v1.0
Journal Entries Double-entry bookkeeping POST /api/journal-entries ✅ Active v1.0
Balance Sheet Generate balance sheets GET /api/reports/balance-sheet ✅ Active v1.0
Income Statement Generate P&L statements GET /api/reports/income-statement ✅ Active v1.0
Cash Flow Report Cash flow statements GET /api/reports/cash-flow ✅ Active v1.1
Trial Balance Generate trial balance GET /api/reports/trial-balance ✅ Active v1.0
Account Reconciliation Automated reconciliation POST /api/accounting/reconcile ✅ Active v1.2

Analytics Service Features

Feature Description API Endpoint Status Version
Dashboard Metrics Real-time KPIs GET /api/analytics/dashboard ✅ Active v1.0
Cash Flow Forecast Predictive modeling GET /api/analytics/forecast ✅ Active v1.1
Transaction Analysis Detailed breakdown GET /api/analytics/transactions ✅ Active v1.0
Customer Analytics Customer insights GET /api/analytics/customers ✅ Active v1.1
Trend Analysis Historical trends GET /api/analytics/trends ✅ Active v1.0
Export Reports CSV/Excel/PDF export GET /api/analytics/export ✅ Active v1.0

Credit Engine Features

Feature Description API Endpoint Status Version
Credit Score Calculation ML-based scoring POST /api/credit/score ✅ Active v1.0
Loan Offer Generation Automated offers POST /api/credit/loan-offer ✅ Active v1.0
Risk Assessment Credit risk analysis POST /api/credit/risk-assessment ✅ Active v1.0
Default Prediction ML default risk POST /api/credit/predict-default ✅ Active v1.1
Model Training Retrain credit models CLI: python train_credit_model.py ✅ Active v1.0

Infrastructure Features

Feature Description Module Status Notes
Docker Containers Containerized services infrastructure/docker/ ✅ Active All services
Kubernetes Deployment Container orchestration infrastructure/kubernetes/ ✅ Active EKS/GKE/AKS
Terraform IaC Infrastructure provisioning infrastructure/terraform/ ✅ Active AWS focused
Ansible Configuration Server automation infrastructure/ansible/ ✅ Active Multiple playbooks
CI/CD Pipelines GitHub Actions workflows .github/workflows/ ✅ Active Auto-deploy
Prometheus Monitoring Metrics collection monitoring/prometheus.yml ✅ Active All services
Grafana Dashboards Visual monitoring infrastructure/monitoring/grafana/ ✅ Active Pre-configured
ELK Stack Centralized logging infrastructure/monitoring/ ✅ Active Elasticsearch
Service Mesh Inter-service communication Kubernetes configs 🚧 Beta Istio/Linkerd
Auto-Scaling Horizontal pod autoscaling Kubernetes HPA ✅ Active CPU/memory based

Frontend Features

Web Frontend (React + Vite)

Feature Description Component Path Status Version
Dashboard Main analytics dashboard web-frontend/src/pages/Dashboard.tsx ✅ Active v1.0
Payment Forms Payment processing UI web-frontend/src/components/PaymentForm.tsx ✅ Active v1.0
Invoice Management Create and view invoices web-frontend/src/pages/Invoices.tsx ✅ Active v1.0
Financial Reports Report generation UI web-frontend/src/pages/Reports.tsx ✅ Active v1.0
User Profile Account management web-frontend/src/pages/Profile.tsx ✅ Active v1.0
Dark Mode Theme switching Redux store ✅ Active v1.1
Responsive Design Mobile-friendly UI All components ✅ Active v1.0
Real-time Updates WebSocket integration web-frontend/src/services/ws.ts ✅ Active v1.1

Mobile Frontend (React Native + Expo)

Feature Description Component Path Status Version
Cross-Platform iOS and Android support All components ✅ Active v1.0
Biometric Auth Fingerprint/Face ID mobile-frontend/src/utils/biometrics.ts ✅ Active v1.0
Offline Mode Offline data sync AsyncStorage ✅ Active v1.0
Push Notifications Real-time alerts Expo notifications ✅ Active v1.0
Mobile Payments Payment processing mobile-frontend/src/screens/Payment.tsx ✅ Active v1.0
QR Code Scanner Scan payment QR codes Camera integration ✅ Active v1.1

Recent Additions

New Features (Last 6 Months)

Feature Date Added Version Module Description
AI Financial Advisory 2024-12 v1.3 backend/ai-features-service ML-based financial recommendations
Real-time Anomaly Detection 2024-11 v1.3 backend/realtime-analytics-service Streaming analytics for fraud detection
Multi-Currency Support 2024-10 v1.2 backend/accounting-service Support for multiple currencies
Performance Monitoring 2024-10 v1.2 backend/performance-service Database optimization tools
Integration Service 2024-09 v1.2 backend/integration-service Third-party integrations (QuickBooks, Xero)
Tax Automation 2024-08 v1.1 backend/tax_automation Automated tax calculations

Deprecated Features

Feature Deprecated Date Replacement Notes
Basic Auth 2024-06 JWT Authentication Security improvement
Sync Kafka Client 2024-07 Async Kafka Client Performance improvement

Feature Status Legend

  • ✅ Active: Production-ready and fully supported
  • 🚧 Beta: Available but may have limitations
  • 🔬 Experimental: Under development, not for production
  • ❌ Deprecated: No longer recommended
  • 📋 Planned: In roadmap but not yet implemented

For detailed API documentation, see API.md. For usage examples, see USAGE.md and examples/. For architecture details, see ARCHITECTURE.md.