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OCRE — Personal Finance Platform

OCRE is a comprehensive financial management solution featuring a robust administration panel. The system is architected to operate as a hybrid platform: a high-performance JSON API for mobile applications and a responsive Web Application for administrators and users.


🚀 Tech Stack

Layer Technology
Framework Laravel 11
Authentication Laravel Passport (OAuth 2.0) + Breeze (Sessions)
Frontend Blade + Tailwind CSS + DaisyUI + Alpine.js
Build Tool Vite
Testing Pest PHP
API Documentation L5-Swagger (OpenAPI)

🏗️ System Architecture

The project is structured into two main layers with strictly defined responsibilities:

1. API (Mobile First)

  • Auth: Secure login, registration, and 6-digit email-based password recovery.
  • Finances: Management of total balance, income, expenses, and categories.
  • Security: All endpoints are protected via Passport tokens (auth:api).

2. Web (Admin Panel)

  • Dashboard: Visual representation of daily metrics and interactions using Chart.js.
  • Profile Management: Secure data editing and account deletion workflows.
  • Access Control: Custom IsAdmin middleware to restrict access to critical business logic.

📊 Data Model & Relationships

The system utilizes an optimized relational structure with SoftDeletes implemented across all models to ensure historical data integrity.

  • User 1:N Transaction N:1 Category
  • User 1:N Simulation
  • User 1:N SupportMessage
  • Category: Classification by type (expense, income, goal).
  • InvestmentRate: Parameters for the financial simulator engine.
  • DailyMetric: Aggregated data for high-performance dashboard analytics.
  • Post: Educational articles utilizing JSONB metadata.

✨ Key Features

  • Dual Authentication: Simultaneous handling of stateful sessions (Web) and stateless tokens (API).
  • Role-Based Access Control (RBAC): Native implementation of admin and user tiers with custom middleware.
  • Data Aggregation: Custom app:aggregate-daily-metrics command for optimized statistics processing.
  • Investment Simulator: Dynamic yield calculation based on initial capital and monthly terms.
  • Secure Reset Flow: Account recovery with time-limited (60 min) temporary codes.
  • Integrated Support: Internal communication channel between users and administrators.

📝 Roadmap

  • Mobile App: Development in React Native (Modules: Auth, Home, Simulator, and Library).

Note: All models implement SoftDeletes to prevent accidental loss of sensitive financial data.

About

High-performance Financial Management Platform. Features a Laravel 11 JSON API with OAuth2 (Passport) for mobile integration and a responsive Admin Panel for data analytics.

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