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Personal Finance Manager

An exploration into building a personal finance toolset, starting with the challenge of quick and easy expense tracking. PersonalFinanceManager currently implements a Telegram bot that acts as a conversational interface for recording financial transactions directly into a Google Spreadsheet. The goal is to build out further budgeting and automation features over time. Tech Stack: .NET 8 (Native AOT), AWS Lambda, DynamoDB, Telegram Bot API, Google Sheets API. Status: Work in Progress.

This monorepo contains source code, Infrastructure as Code (IaC), and test files intended to be compiled/deployed through MSBuild (Visual Studio) and AWS Sam

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Onboarding

Configuração Inicial:

Criar usuário AWS Seu usuário e url de acesso será fornecido para o Console AWS.

Instalar Docker https://docs.docker.com/get-started/get-docker/

Instalar AWS CLI https://docs.aws.amazon.com/cli/latest/userguide/getting-started-install.html

Configurar seu login na AWS CLI https://docs.aws.amazon.com/pt_br/cli/latest/userguide/getting-started-quickstart.html

Criar "Credenciais de longo prazo para usuários do IAM" https://docs.aws.amazon.com/pt_br/cli/latest/userguide/cli-authentication-user.html

Quando for perguntado pela região, digite us-east-2. SSO region [None]:us-east-2

Quando tudo estiver pronto, teste executando aws ssm get-parameter --name "/dev-BudgetAutomation/ExpenseLogger/Categories/0/Name"

Instalar AWS SAM https://docs.aws.amazon.com/serverless-application-model/latest/developerguide/install-sam-cli.html

Setup Ngrok, Cadastre-se em https://ngrok.com/, Download https://dashboard.ngrok.com/get-started/setup/windows, Configure seu cliente com o comando ngrok config add-authtoken YOUR_NGROK_TOKEN Crie um domínio ngrok grátis https://dashboard.ngrok.com/domains, Quando tudo estiver pronto, substitua o domínio e execute ngrok http --url=YOUR_NGROK_DOMAIN.ngrok-free.app http://localhost:6011

Projects

• BudgetAutomation.Engine - SQS Worker
  • Worker service
• TelegramListener - Api
  • API Port: 6011
• ExpenseLoggerApi - Api
  • API Port: 5001
• UserManagerApi - Api
  • API Port: 5011

QA (Quality Assurance) Testing

Categories

• SmokeTests (not implemented)
  • Rapid health check of services

Projects

• BudgetAutomation
• TelegramListener
• ExpenseLoggerApi
• UserManagerApi

Scripts

BudgetAutomation/deploy_all_functions.ps1

• A script you can use to call all deploy_function.ps1 under its file structure.
• For example, the following command will start the deployment of all lambda services
  • .\BudgetAutomation\deploy_all_functions.ps1

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Citations

Docker Desktop - Download (source)

Aws Cli - Download (source)

Aws Sam Cli - Download (source)

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