Finance-Accounts/README.md

Finance-Accounts

Finance team tooling for Utopia Brands. The main (currently only) application is the Amazon Accounts Receivable Aging Dashboard — it turns the month's Amazon Custom Unified Transaction exports into the month-end AR workbook, with per-user login (self-service password reset by emailed code), month-end controls, central-bank exchange-rate fetching, and a full audit trail.

Repository layout

ar-aging-app/          The application (FastAPI backend · React frontend)
│
├── backend/           Python API + calculation engine + tests
├── frontend/          React + TypeScript dashboard
├── scripts/           Launchers: start.ps1 / start.bat (Windows) · start.command (macOS)
├── deploy/            Production runbook (DEPLOY.md) + backup script
├── docs/              System guide, AR logic, audit reports
├── docker-compose.yml          local Docker stack (dev)
├── docker-compose.prod.yml     production stack (AWS: HTTPS + MySQL + backups)
└── .env.example       every setting, local + production sections

plan.md                Production-readiness plan (architecture, AWS costs, phases)
sample data (local)    "Test Files/" — real Amazon exports; gitignored, never committed

Quick start

I want to…	Do this
Run the app on this PC	double-click ar-aging-app/scripts/start.bat → http://localhost:5174
Understand the app	ar-aging-app/README.md
Deploy to AWS	ar-aging-app/deploy/DEPLOY.md (~$50–55/month)
See how figures are calculated	ar-aging-app/docs/system-guide.md
Read the production plan	plan.md
Reset a forgotten password	login screen → "Forgot password?" (emailed code) — or admin: manage.py set-password
Manage users / fix data	python ar-aging-app/backend/manage.py --help

Financial data never enters git: spreadsheets, databases, uploads, and .env* secrets are all ignored (see .gitignore). The only template committed is ar-aging-app/.env.example.