💰 Intelli Wealth - Backend API

Intelli Wealth is a modular personal finance engine built with Spring Boot. It provides a comprehensive set of RESTful APIs to track wealth, manage liabilities, calculate financial health metrics, and generate AI-driven insights via the custom Fynix engine.

This repository hosts the backend core, focusing on domain-driven design and a clean "Package-by-Feature" architecture.

Current Status: 🚧 Active Development. (Security layers and Frontend integration are planned for future updates).

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🔌 API Documentation & Architecture

The application exposes a fully documented REST API via Swagger UI.

API Modules

The backend is divided into distinct functional domains as seen in the API interface:

• Fynix AI: Intelligent financial chat and summary generation.
• Wealth Management: Net worth aggregation, Asset tracking, and Debt management.
• Protection: Insurance policy tracking and Contingency (Emergency Fund) planning.
• Core Finance: Budgeting, Goals, Transactions, and Subscriptions.

🌟 Key Features

🧠 Fynix AI Module

• Financial Chatbot: FinancialChatController handles context-aware queries about user data.
• Smart Summaries: Automated extraction of key financial metrics and recommendations.
• Prompt Engineering: Custom FynixPromptBuilder and AiJsonExtractor for structured AI responses.

🛡️ Protection & Contingency

• Insurance Engine: Manages Life, Health, and General insurance with specific attributes (frequency, premium, coverage).
• Contingency Planning: Specialized logic to calculate financial survival capability in months based on liquid assets.

📈 Wealth Management

• Asset & Debt Tracking: Dedicated controllers for managing Assets (Real Estate, Gold, Mutual Funds) and Liabilities.
• Net Worth Engine: Real-time calculation service that aggregates data from Asset and Debt repositories.
• Attribute Rules: Dynamic validation rules for different asset/debt categories.

💸 Core Services

• Smart Budgeting: Compare actual spending against defined budgets.
• Goal Tracking: Monitor progress toward specific financial targets (e.g., "Buy a House").
• Subscription Manager: Tracks recurring payments to identify fixed monthly costs.

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🛠️ Tech Stack

Component	Technology
Language	Java 21
Framework	Spring Boot 3.x
Database	PostgreSQL
AI Integration	Custom AI Service / Ollama (Local)
Documentation	Swagger / OpenAPI 3.0
Build Tool	Maven
Architecture	Modular Monolith (Package-by-Feature)

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📂 Project Structure

The project adopts a Package-by-Feature (vertical slicing) architecture, where each feature encapsulates its controllers, services, repositories, DTOs, and domain logic. This design ensures high cohesion, clear boundaries, and scalable growth as the application evolves.

src
└── main
    └── java
        └── com.example.intelliwealth
            │
            ├── config
            │   ├── AIConfig.java
            │   ├── CurrencySerializer.java
            │   ├── SwaggerConfig.java
            │   └── WebConfig.java
            │
            ├── exception
            │   ├── ApiError.java
            │   ├── GlobalExceptionHandler.java
            │   └── GoalNotFoundException.java
            │
            ├── core
            │   ├── budget
            │   │   ├── Budget.java
            │   │   ├── BudgetController.java
            │   │   ├── BudgetService.java
            │   │   ├── BudgetRepository.java
            │   │   ├── BudgetMapper.java
            │   │   ├── BudgetRequestDTO.java
            │   │   ├── BudgetResponseDTO.java
            │   │   └── BudgetSummaryDTO.java
            │   │
            │   ├── goal
            │   │   ├── Goal.java
            │   │   ├── GoalController.java
            │   │   ├── GoalService.java
            │   │   ├── GoalRepository.java
            │   │   ├── GoalRequestDTO.java
            │   │   ├── AddFundsRequestDTO.java
            │   │   ├── GoalResponseDTO.java
            │   │   └── GoalStatsResponseDTO.java
            │   │
            │   ├── subscription
            │   │   ├── Subscription.java
            │   │   ├── SubscriptionController.java
            │   │   ├── SubscriptionService.java
            │   │   ├── SubscriptionRepository.java
            │   │   ├── SubscriptionMapper.java
            │   │   ├── SubscriptionRequestDTO.java
            │   │   └── SubscriptionResponseDTO.java
            │   │
            │   └── transaction
            │       ├── Transaction.java
            │       ├── TransactionController.java
            │       ├── TransactionService.java
            │       ├── TransactionsRepository.java
            │       ├── TransactionMapper.java
            │       ├── TransactionRequestDTO.java
            │       └── TransactionResponseDTO.java
            │
            ├── fynix
            │   ├── controller
            │   ├── dto
            │   ├── model
            │   ├── repository
            │   ├── service
            │   └── util
            │
            ├── protection
            │   ├── contingency
            │   │   ├── ContingencyController.java
            │   │   ├── ContingencyService.java
            │   │   └── ContingencyReportDTO.java
            │   │
            │   └── insurance
            │       ├── controller
            │       ├── service
            │       ├── repository
            │       ├── dto
            │       ├── mapper
            │       ├── domain
            │       └── validation
            │
            └── wealth
                ├── asset
                │   ├── controller
                │   ├── service
                │   ├── repository
                │   ├── dto
                │   ├── mapper
                │   ├── domain
                │   ├── validation
                │   └── exception
                │
                ├── debt
                │   ├── controller
                │   ├── service
                │   ├── repository
                │   ├── dto
                │   ├── mapper
                │   ├── domain
                │   ├── validation
                │   └── exception
                │
                └── networth
                    ├── NetWorthController.java
                    ├── NetWorthService.java
                    └── NetWorthResponseDTO.java