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Next Steps for Personal Finance Dashboard

Stripe Integration

  1. Configure Stripe Keys:

    • Create a Stripe account if you don't have one
    • Add your Stripe API keys to your environment variables:
      • STRIPE_SECRET_KEY (server-side)
      • REACT_APP_STRIPE_PUBLISHABLE_KEY (client-side)

  2. Set Up Stripe Webhook:

    • In your Stripe dashboard, create a webhook endpoint pointing to https://yourdomain.com/api/payments/webhook
    • Configure the following events:
      • invoice.payment_succeeded
      • invoice.payment_failed
      • customer.subscription.updated
      • customer.subscription.deleted
    • Copy the webhook signing secret to your server environment variables as STRIPE_WEBHOOK_SECRET

  3. Run Database Migrations:

    • Execute the SQL migration file to create subscription-related tables: 
      cd server
node run-migration.js migrations/20231005_create_subscription_tables.sql

Testing Payment Flow

  1. Test the subscription process:

    • Use Stripe test cards (e.g., 4242 4242 4242 4242 for successful payments)
    • Test both monthly and annual subscription plans
    • Verify successful subscription creation in both your database and Stripe dashboard

  2. Test webhook handling:

    • Use Stripe's webhook testing feature to simulate events
    • Verify subscription status changes are properly reflected in your database

Security Implementation

  1. Integrate encryption utilities with existing data:

    • Update components that handle sensitive financial data to use the encryption utilities
    • Add encryption for:
      • Transaction data
      • Account balances
      • Salary information
      • Financial goals

  2. Add user password confirmation for encryption:

    • Create a UI component to enable/disable encryption
    • Implement password confirmation flow when enabling encryption
    • Add recovery options documentation for users

Mobile Responsiveness

  1. Test on various devices:

    • Test the mobile layouts on various screen sizes (iPhone, Android, tablets)
    • Verify proper function of touch-friendly elements
    • Test swipe gestures on subscription cards

  2. Add mobile-optimized versions of remaining pages:

    • Implement mobile versions for:
      • Dashboard
      • Transactions page
      • Goals page
      • Settings/profile page

Performance Optimization

  1. Implement lazy loading:

    • Add code-splitting for large components
    • Lazy load components that aren't immediately needed

  2. Optimize API calls:

    • Add caching for frequently used data
    • Implement debouncing for search inputs
    • Add pagination for transaction lists

Future Feature Ideas

  1. Advanced Reports:

    • Implement PDF export functionality
    • Add customizable report templates

  2. Multi-currency Support:

    • Add currency conversion functionality
    • Allow tracking accounts in different currencies

  3. Budget Forecasting:

    • Implement predictive budget forecasting using historical data
    • Add "what-if" scenario planning