Networth Application

Networth is a personal financial aggregation application built with .NET Aspire. It allows users to track their net worth, view asset allocation, and sync accounts from various financial institutions using the GoCardless API.

Visit the Documentation Site

Features

• Dashboard: Real-time overview of Net Worth, Total Assets, Liabilities, and Cash Flow.
• Asset Allocation: Visual breakdown of assets (Cash, Crypto, Real Estate, Stocks).
• Account Sync: Integration with GoCardless to sync bank account balances and transactions.
• Trend Analysis: Historical view of net worth over time.

Tech Stack

• Orchestration: .NET Aspire
• Backend: Azure Functions (.NET 10 Isolated Worker)
• Frontend: React (Vite + Tailwind CSS)
• Database: PostgreSQL (EF Core)
• Infrastructure: Azure Storage Queues (Azurite for local dev)

Prerequisites

• .NET 10 SDK
• Docker Desktop
• Node.js (optional, for frontend development)

Running with .NET Aspire

Run the complete application stack (PostgreSQL, Azure Functions, React frontend, Documentation):

dotnet run --project Networth.AppHost

This starts all services including:

• PostgreSQL with PgAdmin (port 5050)
• Azure Functions backend
• React frontend (port 3000)
• Docusaurus documentation (port 3001)
• Aspire Dashboard (https://localhost:17065)

Documentation

Comprehensive architecture documentation is available in the Docusaurus site:

• Local: Run dotnet run --project Networth.AppHost and navigate to http://localhost:3001
• Standalone: See Networth.Docs/README.md for running docs independently

The documentation includes:

• Architecture overview and design patterns
• Component documentation (Functions, Application, Infrastructure, Domain)
• Data flow diagrams
• API reference with Scalar integration

Configuration

Local Development

1. Create Local Configuration

Copy the base configuration and create your local development overrides:

cp Networth.AppHost/appsettings.json Networth.AppHost/appsettings.Development.json

Edit appsettings.Development.json and fill in the required values:

• postgres-password: Any password for local PostgreSQL (e.g., LocalDevPassword123!)
• firebase-api-key: Your Firebase Web API key
• firebase-auth-domain: Your Firebase auth domain (e.g., your-project.firebaseapp.com)
• firebase-project-id: Your Firebase project ID

2. GoCardless Secrets (Required for Bank Sync)

GoCardless credentials are sensitive and must be stored in user secrets:

dotnet user-secrets set "Parameters:gocardless-secret-id" "YOUR_SECRET_ID" --project Networth.AppHost
dotnet user-secrets set "Parameters:gocardless-secret-key" "YOUR_SECRET_KEY" --project Networth.AppHost

Standalone Functions Execution

If running the Azure Functions project strictly standalone (without Aspire), configure settings in Networth.Functions/local.settings.json.

Database Migrations

Database migrations are managed explicitly and are not automatically applied at application startup.

Local Development

For local development, apply migrations manually using the EF Core CLI:

dotnet ef database update --project Networth.Infrastructure

Production Deployment

Migrations are automatically applied during CI/CD deployment (see .github/workflows/deploy-dev.yml). The deployment pipeline:

1. Provisions infrastructure via Terraform
2. Applies database migrations before deploying the application
3. Deploys the Functions API and Frontend

For manual migration against a deployed environment, use the migration script:

./infra/migrate.sh

This script retrieves connection details from Terraform outputs and Key Vault automatically.

Testing

System Tests (Playwright)

System tests use Playwright for end-to-end testing. You must install the Playwright browsers before running these tests:

Install the required browsers:

pwsh Tests/Networth.Functions.System.Tests/bin/Debug/net10.0/playwright.ps1 install

License

This project is licensed under the GNU Affero General Public License v3.0 - see the LICENSE file for details.