# Finova - Modern Financial Management Platform [](https://php.net) [](https://laravel.com) [](https://opensource.org/licenses/MIT) [](http://makeapullrequest.com) [](https://github.com/mehmetmasa/finova) **Finova** is an open-source, AI-powered financial management platform built with Laravel. It combines comprehensive financial tracking, CRM, project management, and intelligent AI assistance in one powerful system. > **Perfect for:** Freelancers, Small Businesses, Agencies, and Financial Professionals ## Live Demo Try it out without installation: - **Demo URL:** [https://finans.mikpa.com](https://finans.mikpa.com) - **Admin Login:** Use demo credentials on the login page - **Employee Login:** Test employee role features > **Note:** Demo resets every 30 minutes. ## Features ### **Financial Management** - [x] **Multi-Currency Support** - Track finances in multiple currencies with automatic conversion - [x] **Account Management** - Support for bank accounts, credit cards, crypto wallets, virtual POS, and cash - [x] **Transaction Tracking** - Comprehensive income, expense, and transfer management - [x] **Installment & Subscription** - Automatic recurring transaction management - [x] **Tax & Withholding** - Built-in tax calculation and withholding management ### **Customer & Supplier Management** - [x] **Customer Management** - Complete customer database with contact information and history - [x] **Supplier Management** - Supplier tracking with debt and payment management - [x] **Lead Management** - Lead tracking and conversion system - [x] **Customer Agreements** - Contract and agreement management - [x] **Customer Credentials** - Secure storage of sensitive customer information ### ️ **Project Management** - [x] **Project Tracking** - Create and manage projects with boards and task lists - [x] **Task Management** - Kanban-style task management with labels and assignments ### **Planning & Analytics** - [x] **Savings Plans** - Goal-based savings tracking - [x] **Investment Plans** - Investment portfolio management - [x] **Debt Management** - Loan and debt tracking with payment schedules - [x] **Commission System** - Agent commission tracking and management ### **AI Integration** - [x] **AI Assistant** - Integrated AI chat assistant for financial insights - [x] **Document Analysis** - AI-powered document processing and analysis - [x] **Smart Suggestions** - AI recommendations for financial decisions - [x] **Multi-Provider Support** - OpenAI and Google Gemini integration ### **User Management & Security** - [x] **Role-Based Access Control** - Comprehensive role and permission management system - [x] **Custom Roles** - Create and manage custom roles with specific permissions - [x] **Permission Management** - Granular permission control for all system features - [x] **User Management** - Create, edit, and manage team members with role assignments ### **Modern UI/UX** - [x] **Livewire Components** - Reactive, modern user interface - [x] **Responsive Design** - Mobile-first responsive design - [x] **Real-time Updates** - Live data updates and notifications ## Roadmap & Upcoming Features ### Enhanced Multi-Language Support - [ ] **Complete Translation System** - Full translation coverage for all UI elements - [ ] **Dynamic Language Switching** - Change language without page refresh - [ ] **RTL Support** - Right-to-left language support (Arabic, Hebrew) - [ ] **Custom Translation Management** - Admin panel for managing translations ### Advanced Currency Management - [ ] **Default Currency Selection** - Set preferred currency - [ ] **Currency Rate Auto-Update** - Automatic exchange rate updates from APIs - [ ] **Custom Exchange Rates** - Manual override for specific rates - [ ] **Currency Formatting** - Localized number and currency formatting ### Automated Setup Wizard - [ ] **One-Click Installation** - Streamlined setup process - [ ] **Database Configuration** - Interactive database setup - [ ] **Demo Data Installation** - Optional sample data loading - [ ] **AI Configuration** - Easy API key setup for AI features - [ ] **Email & Notification Setup** - Configure SMTP and notifications > **Want to contribute?** Check out our [Contributing Guide](#-contributing) and pick a feature to work on! ## ️ Technology Stack ### Backend - **Laravel 11** - PHP web framework - **MySQL/PostgreSQL** - Database - **Livewire 3** - Reactive components - **Filament 3** - Admin panel ### Frontend - **Tailwind CSS** - Utility-first CSS framework - **Alpine.js** - Lightweight JavaScript framework - **Chart.js** - Data visualization - **TipTap Editor** - Rich text editing ### AI & External Services - **OpenAI API** - Chat and document analysis - **Google Gemini** - Alternative AI provider - **Telegram Bot API** - Notification system ### Development Tools - **Vite** - Fast build tool - **Pint** - PHP code style fixer - **PHPStan** - Static analysis - **Pest** - PHP testing framework ## Requirements - **PHP** 8.2 or higher - **Composer** - PHP dependency manager - **Node.js** 18.x or higher - **NPM** or **Yarn** - JavaScript dependency manager - **MySQL** 5.7+ or **PostgreSQL** 10+ - **Redis** (optional, for caching and queues) ## Installation ### 1. Clone the Repository \`\`\`bash git clone https://github.com/mehmetmasa/finova.git cd finova \`\`\` ### 2. Install PHP Dependencies \`\`\`bash composer install \`\`\` ### 3. Install JavaScript Dependencies \`\`\`bash npm install # or yarn install \`\`\` ### 4. Environment Configuration \`\`\`bash cp .env.example .env \`\`\` Edit the \`.env\` file and configure: - Database credentials (DB_DATABASE, DB_USERNAME, DB_PASSWORD) - Mail configuration (for notifications) - AI API keys (OpenAI, Gemini) - Application settings ### 5. Generate Application Key \`\`\`bash php artisan key:generate \`\`\` ### 6. Database Setup \`\`\`bash php artisan migrate --seed \`\`\` This will create all database tables and populate with sample data. ### 7. Storage Setup \`\`\`bash php artisan storage:link \`\`\` ### 8. Build Frontend Assets \`\`\`bash npm run build # For development npm run dev \`\`\` ### 9. Start the Application \`\`\`bash php artisan serve \`\`\` The application will be available at \`http://localhost:8000\` ## Default Credentials **Admin User:** - Email: \`admin@admin.com\` - Password: \`admin123\` ## Usage ### Dashboard - Overview of financial status - Recent transactions and activities - Quick action buttons for common tasks ### Financial Management - **Transactions**: Add, edit, and categorize financial transactions - **Accounts**: Manage different account types and balances - **Categories**: Organize transactions with custom categories - **Budgets**: Set and track spending limits ### Customer Management - **Customers**: Manage customer information and history - **Leads**: Track potential customers and conversion - **Agreements**: Manage contracts and recurring agreements ### Project Management - **Projects**: Create and manage projects - **Boards**: Kanban-style project boards - **Tasks**: Task management with assignments and due dates ### AI Assistant - Access AI chat assistant for financial insights - Upload and analyze documents - Get AI-powered recommendations ## Configuration ### AI Integration Setup 1. Get API keys from [OpenAI](https://platform.openai.com) or [Google AI](https://ai.google.dev) 2. Add keys to \`.env\` file: \`\`\`env OPENAI_API_KEY=your_openai_key GEMINI_API_KEY=your_gemini_key \`\`\` ### Telegram Notifications (Optional) 1. Create a Telegram bot via [@BotFather](https://t.me/botfather) 2. Add bot token to \`.env\`: \`\`\`env TELEGRAM_BOT_TOKEN=your_bot_token TELEGRAM_CHAT_ID=your_chat_id \`\`\` ## Contributing **We love contributions!** Whether it's bug fixes, new features, or documentation improvements, all contributions are welcome! ### How to Contribute 1. **Fork** the repository 2. **Clone** your fork: \`git clone https://github.com/YOUR_USERNAME/finova.git\` 3. **Create** a feature branch: \`git checkout -b feature/amazing-feature\` 4. **Make** your changes 5. **Commit** your changes: \`git commit -m 'Add amazing feature'\` 6. **Push** to the branch: \`git push origin feature/amazing-feature\` 7. **Open** a Pull Request ### Development Guidelines - Follow **PSR-12** coding standards - Use **meaningful commit messages** - Keep PRs **focused and small** - Add **comments** for complex logic ### Good First Issues Look for issues labeled with: - \`good first issue\` - Perfect for first-time contributors - \`help wanted\` - We need your help! - \`documentation\` - Help improve our docs ### Questions? - Open a [Discussion](https://github.com/mehmetmasa/finova/discussions) - Found a bug? [Open an Issue](https://github.com/mehmetmasa/finova/issues) - Have an idea? [Create a Feature Request](https://github.com/mehmetmasa/finova/issues/new) ## License This project is licensed under the MIT License - see the [LICENSE](LICENSE) file for details. ## Acknowledgments - [Laravel](https://laravel.com) - The PHP framework - [Livewire](https://laravel-livewire.com) - Reactive components - [Filament](https://filamentphp.com) - Admin panel - [Tailwind CSS](https://tailwindcss.com) - Utility-first CSS framework - [Alpine.js](https://alpinejs.dev) - Lightweight JavaScript framework - [OpenAI](https://openai.com) - AI integration - [Google Gemini](https://ai.google.dev) - AI integration ## Community & Support ### Get Help - **Documentation:** Check out our [Wiki](https://github.com/mehmetmasa/finova/wiki) - **Discussions:** Join [GitHub Discussions](https://github.com/mehmetmasa/finova/discussions) - **Bug Reports:** [Open an Issue](https://github.com/mehmetmasa/finova/issues) - ⭐ **Feature Requests:** Share your ideas in [Issues](https://github.com/mehmetmasa/finova/issues/new) ### Show Your Support If you find Finova helpful, please: - ⭐ **Star** this repository - **Share** it on social media - **Link** to it from your projects - **Tell** others about it ---