Portivio

Financial portfolio management application. Track stocks, mutual funds, SIP plans, and portfolio performance across multiple profiles.

Build Status

	Backend	Frontend
Build
Tests

Both backend and frontend builds/tests run through the single build-on-main.yml workflow.

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Features

• Portfolio Tracking: Manage stocks, mutual funds, FDs, RDs, PPF, and Gold.
• Multiple Profiles: Track investments for different family members or entities.
• Performance Analytics: Real-time returns, unrealized P/L, and historical snapshots.
• Email Summaries: Scheduled and manual investment summaries with customizable frequency.
• Centralized Auditing: Security-critical events logged with IP and device metadata.
• SSO Integration: Google Login support alongside traditional email/password.
• Modern UI: Responsive Angular 18 frontend with rich dashboard visualizations.

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Tech Stack

Layer	Technology
Backend	ASP.NET Core Web API · .NET 10 · Clean Architecture
ORM	Entity Framework Core 10 · PostgreSQL 15
Background Jobs	Hangfire (PostgreSQL-backed)
Email	MailKit / MimeKit (SMTP)
Frontend	Angular 18 · Bootstrap 5 · FontAwesome · ngx-toastr
Package Manager	Bun (frontend)
Infrastructure	Docker Compose · nginx · Mailpit (dev email)

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Architecture

┌─────────────────────────────────────────────────────────┐
│                      Angular 18 SPA                      │
│  Auth · Dashboard · Holdings · Transactions · SIP Plans  │
│              http://localhost:4200 (nginx)                │
└─────────────────────┬───────────────────────────────────┘
                      │ /api/* proxy
┌─────────────────────▼───────────────────────────────────┐
│                  ASP.NET Core API (.NET 10)               │
│                                                          │
│  ┌──────────┐  ┌─────────────┐  ┌──────────────────┐   │
│  │  Domain  │◄─│ Application │◄─│   API Controllers│   │
│  │ Entities │  │  Services   │  │  JWT · RateLimit  │   │
│  └──────────┘  └──────┬──────┘  └──────────────────┘   │
│                        │                                 │
│  ┌─────────────────────▼────────────────────────────┐   │
│  │              Infrastructure                       │   │
│  │  EF Core · Hangfire Jobs · SMTP Email Service    │   │
│  └─────────────────────┬────────────────────────────┘   │
└────────────────────────┼────────────────────────────────┘
                         │
         ┌───────────────┼───────────────┐
         ▼               ▼               ▼
    PostgreSQL       Hangfire        Mailpit
    (data + jobs)   (workers)     (dev email UI)

Backend Layer Responsibilities

Layer	Project	Responsibility
Domain	Portivio.Domain	Entities, enums — no dependencies
Application	Portivio.Application	Business logic, Result<T> pattern, DTOs
Infrastructure	Portivio.Infrastructure	EF Core, Hangfire, SMTP email
API	Portivio.API	Controllers, middleware, DI wiring

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Quick Start (Docker)

# Clone and start everything
git clone https://github.com/Splitzzyy/Portivio.git
cd Portivio
docker compose up --build

Service	URL
Frontend	http://localhost:4200
Backend API	http://localhost:5274
Swagger UI	http://localhost:5274/swagger
Hangfire Dashboard	http://localhost:5274/hangfire
Mailpit (email UI)	http://localhost:8025
PostgreSQL	localhost:5432

Database migrations run automatically on backend startup.

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Local Development

Prerequisites

• .NET 10 SDK
• Node.js + Bun (npm install -g bun)
• PostgreSQL 15 (or Docker for just the DB)
• Docker (optional, for Mailpit)

Backend Setup

# 1. Start PostgreSQL (if using Docker)
docker run -d --name portivio-db -p 5432:5432 \
  -e POSTGRES_PASSWORD=0000 -e POSTGRES_DB=portivio \
  postgres:15-alpine

# 2. Start Mailpit for dev email (optional)
docker run -d --name portivio-mailpit \
  -p 1025:1025 -p 8025:8025 axllent/mailpit

# 3. Configure appsettings.Development.json
cp src/backend/Portivio.API/appsettings.example.json \
   src/backend/Portivio.API/appsettings.Development.json
# Edit with your local values

# 4. Run
cd src/backend
dotnet run --project Portivio.API

Frontend Setup

cd src/frontend
bun install
bun start          # http://localhost:4200

Background Jobs (Hangfire)

Email sending runs as background jobs via Hangfire with PostgreSQL backing.

Trigger	Job
Signup	Verification email + welcome email
Resend verification	New verification email
Forgot password	Password reset email
Google SSO (new user)	Welcome email

Dashboard: http://localhost:5274/hangfire (Development only)

Failed jobs retry automatically with exponential backoff. Monitor via Mailpit at http://localhost:8025 in development.

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Running Tests

# Backend (from src/backend)
dotnet test Portivio.Tests

# Run a specific test class
dotnet test Portivio.Tests --filter "FullyQualifiedName~AuthServiceLoginTests"

# Frontend (from src/frontend)
bun run test

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CI/CD

Workflow	Trigger	What it does
pr-validation.yml	pull_request	Validation: Restore · Build · Test for both layers
backend.yml	workflow_call	Backend: Restore · Build · Test · Docker push
frontend.yml	workflow_call	Frontend: Install · Build · Test · Docker push
build-on-main.yml	push to main	Deployment: Runs both · Updates badges
secret-scan.yml	push/PR	Security: Gitleaks secret detection

Docker images pushed to Docker Hub: rghvgrv/portifio-api, rghvgrv/portifio-frontend

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Project Structure

Portivio/
├── src/
│   ├── backend/
│   │   ├── Portivio.Domain/          # Entities, enums
│   │   ├── Portivio.Application/     # Services, DTOs, Result<T>
│   │   ├── Portivio.Infrastructure/  # EF Core, Hangfire, Email
│   │   ├── Portivio.API/             # Controllers, Program.cs
│   │   └── Portivio.Tests/           # xUnit tests
│   └── frontend/
│       └── src/app/
│           ├── core/                 # AuthService, Guards, Interceptors
│           ├── features/auth/        # Login, Signup, Forgot/Reset Password
│           └── features/home/        # Dashboard, Holdings, Transactions, SIP
├── .githooks/
│   └── pre-commit                    # Secret scanner
├── .github/workflows/                # CI/CD pipelines
├── docker-compose.yml
├── MISSING.md                        # Known gaps and roadmap
└── README.md

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Documentation

• Frontend Architecture
• Backend Architecture
• Missing Features & Gaps

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Docker Commands

docker compose up --build          # Build and start all services
docker compose up -d               # Start in background
docker compose down                # Stop services
docker compose down -v             # Stop and remove volumes (deletes DB data)
docker compose up --build backend  # Rebuild backend only
docker compose logs -f backend     # Stream backend logs

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