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moneymind/docs/business/starter-prompt.md
Rosario Moscato 5270bbd40a feat: implement MoneyMind personal finance management application
- Complete transformation from boilerplate to full-featured financial app
- Add comprehensive dashboard with KPI cards and interactive charts
- Implement transaction management with predefined expense/income categories
- Create account management system with multiple account types
- Add authentication flow with session management
- Implement analytics overview with demo financial data
- Add budget tracking and goal progress visualization
- Include custom category creation functionality
- Update branding and footer with MoneyMind by RoMoS
- Add shadcn/ui components and Recharts for data visualization

🤖 Generated with [Claude Code](https://claude.ai/code)

Co-Authored-By: Claude <noreply@anthropic.com>
2025-09-29 14:41:40 +02:00

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I'm working with an agentic coding boilerplate project that includes authentication, database integration, and AI capabilities. Here's what's already set up:
## Current Agentic Coding Boilerplate Structure
- **Authentication**: Better Auth with Google OAuth integration
- **Database**: Drizzle ORM with PostgreSQL setup
- **AI Integration**: Vercel AI SDK with OpenAI integration
- **UI**: shadcn/ui components with Tailwind CSS
- **Current Routes**:
- `/` - Home page with setup instructions and feature overview
- `/dashboard` - Protected dashboard page (requires authentication)
- `/chat` - AI chat interface (requires OpenAI API key)
## Important Context
This is an **agentic coding boilerplate/starter template** - all existing pages and components are meant to be examples and should be **completely replaced** to build the actual AI-powered application.
### CRITICAL: You MUST Override All Boilerplate Content
**DO NOT keep any boilerplate components, text, or UI elements unless explicitly requested.** This includes:
- **Remove all placeholder/demo content** (setup checklists, welcome messages, boilerplate text)
- **Replace the entire navigation structure** - don't keep the existing site header or nav items
- **Override all page content completely** - don't append to existing pages, replace them entirely
- **Remove or replace all example components** (setup-checklist, starter-prompt-modal, etc.)
- **Replace placeholder routes and pages** with the actual application functionality
### Required Actions:
1. **Start Fresh**: Treat existing components as temporary scaffolding to be removed
2. **Complete Replacement**: Build the new application from scratch using the existing tech stack
3. **No Hybrid Approach**: Don't try to integrate new features alongside existing boilerplate content
4. **Clean Slate**: The final application should have NO trace of the original boilerplate UI or content
The only things to preserve are:
- **All installed libraries and dependencies** (DO NOT uninstall or remove any packages from package.json)
- **Authentication system** (but customize the UI/flow as needed)
- **Database setup and schema** (but modify schema as needed for your use case)
- **Core configuration files** (next.config.ts, tsconfig.json, tailwind.config.ts, etc.)
- **Build and development scripts** (keep all npm/pnpm scripts in package.json)
## Tech Stack
- Next.js 15 with App Router
- TypeScript
- Tailwind CSS
- Better Auth for authentication
- Drizzle ORM + PostgreSQL
- Vercel AI SDK
- shadcn/ui components
- Lucide React icons
## AI Model Configuration
**IMPORTANT**: When implementing any AI functionality, always use the `OPENAI_MODEL` environment variable for the model name instead of hardcoding it:
```typescript
// ✓ Correct - Use environment variable
const model = process.env.OPENAI_MODEL || "gpt-5-mini";
model: openai(model)
// ✗ Incorrect - Don't hardcode model names
model: openai("gpt-5-mini")
```
This allows for easy model switching without code changes and ensures consistency across the application.
## Component Development Guidelines
**Always prioritize shadcn/ui components** when building the application:
1. **First Choice**: Use existing shadcn/ui components from the project
2. **Second Choice**: Install additional shadcn/ui components using `pnpm dlx shadcn@latest add <component-name>`
3. **Last Resort**: Only create custom components or use other libraries if shadcn/ui doesn't provide a suitable option
The project already includes several shadcn/ui components (button, dialog, avatar, etc.) and follows their design system. Always check the [shadcn/ui documentation](https://ui.shadcn.com/docs/components) for available components before implementing alternatives.
## What I Want to Build
MoneyMind - Personal Finance Management Web Application
Product Name: MoneyMind Prepared By: AI Product Team Date: 29 Settembre 2025 Version: 1.0
Executive Summary
MoneyMind è una web application moderna per la gestione delle finanze personali che trasforma il tradizionale foglio Excel in un'esperienza digitale intelligente e interattiva. L'applicazione combina visualizzazioni avanzate, analisi predittive e un assistente virtuale AI per offrire insights personalizzati sulla situazione finanziaria dell'utente.[^3][^4][^5]
Obiettivi del Prodotto
Obiettivo Primario
Digitalizzare e potenziare il processo di gestione del budget personale, trasformando dati finanziari statici in insights dinamici e actionable attraverso un'interfaccia responsiva e un assistente AI integrato.[^6][^3]
Obiettivi Secondari
Aumentare la consapevolezza finanziaria degli utenti del 40% entro 6 mesi
Ridurre il tempo dedicato alla gestione del budget del 60%
Migliorare le abitudini di risparmio attraverso consigli personalizzati
Fornire previsioni finanziarie accurate basate sui pattern storici
Target User & Personas
Persona Primaria: "Il Professionista Organizzato"
Età: 25-45 anni
Occupazione: Professionista, manager, freelancer
Tech Savviness: Intermedio-Avanzato
Pain Points: Gestione manuale del budget, mancanza di insights, difficoltà nel tracciamento su mobile
Goals: Controllo completo delle finanze, ottimizzazione dei risparmi, pianificazione a lungo termine
Persona Secondaria: "Il Digital Native"
Età: 22-35 anni
Occupazione: Startup employee, consulente, creativo
Tech Savviness: Avanzato
Pain Points: Strumenti finanziari poco intuitivi, mancanza di automazione
Goals: Gestione smart delle finanze, insights real-time, integrazione con altri tools
Core Features & Functionality
1. Dashboard Interattiva
Priority: P0 (Critical)
Descrizione: Dashboard principale con overview finanziaria completa
User Story: "Come utente, voglio vedere immediatamente la mia situazione finanziaria attuale e i trend principali"
Acceptance Criteria:
Visualizzazione real-time di entrate, spese, risparmi e investimenti
Grafici interattivi (line charts, pie charts, bar charts)
Comparazioni mese-su-mese e anno-su-anno
KPI cards con metriche chiave
Responsive design per mobile e desktop
2. Gestione Transazioni
Priority: P0 (Critical)
Descrizione: Sistema completo per inserimento e categorizzazione transazioni
User Story: "Come utente, voglio inserire facilmente le mie transazioni e vederle categorizzate automaticamente"
Acceptance Criteria:
Form di inserimento rapido con validazione
Auto-categorizzazione basata su ML
Import da file Excel/CSV
Ricerca e filtri avanzati
Edit bulk per multiple transazioni
3. Analytics & Insights
Priority: P0 (Critical)
Descrizione: Suite di analisi avanzate con visualizzazioni dinamiche
User Story: "Come utente, voglio comprendere i miei pattern di spesa e ricevere insights actionable"
Acceptance Criteria:
Analisi trend spese per categoria
Identificazione anomalie e pattern insoliti
Forecasting spese future
Goal tracking per risparmi e budgeting
Report mensili/annuali esportabili
4. MoneyMind AI Advisor
Priority: P1 (High)
Descrizione: Assistente virtuale AI conversazionale per consigli finanziari personalizzati
User Story: "Come utente, voglio ricevere consigli finanziari personalizzati basati sulla mia situazione specifica"
Acceptance Criteria:
Chat interface con AI conversazionale
Accesso a tutto lo storico finanziario dell'utente
Consigli personalizzati su budget optimization
Alerts proattivi per spese anomale
Supporto multilingua (italiano/inglese)
Risposte contestualizzate ai dati finanziari
5. Budget Planning & Goals
Priority: P1 (High)
Descrizione: Sistema di pianificazione budget e obiettivi finanziari
User Story: "Come utente, voglio impostare budget per categorie e tracciare il progresso verso i miei obiettivi"
Acceptance Criteria:
Creazione budget per categoria con limiti personalizzabili
Progress tracking con alert per overbudget
Goal setting per risparmi a breve/lungo termine
Scenario planning per decisioni finanziarie
Calendar view per pianificazione future spese
6. Mobile-First Experience
Priority: P0 (Critical)
Descrizione: Esperienza ottimizzata per dispositivi mobili
User Story: "Come utente, voglio accedere alle mie finanze in modo fluido da qualsiasi dispositivo"
Acceptance Criteria:
PWA (Progressive Web App) con offline capabilities
Touch-optimized interface
Quick actions per transazioni frequenti
Sincronizzazione real-time cross-device
Performance ottimizzate (<3s load time)
## Request
Please help me transform this boilerplate into my actual application. **You MUST completely replace all existing boilerplate code** to match my project requirements. The current implementation is just temporary scaffolding that should be entirely removed and replaced.
## Final Reminder: COMPLETE REPLACEMENT REQUIRED
**⚠ IMPORTANT**: Do not preserve any of the existing boilerplate UI, components, or content. The user expects a completely fresh application that implements their requirements from scratch. Any remnants of the original boilerplate (like setup checklists, welcome screens, demo content, or placeholder navigation) indicate incomplete implementation.
**Success Criteria**: The final application should look and function as if it was built from scratch for the specific use case, with no evidence of the original boilerplate template.
## Post-Implementation Documentation
After completing the implementation, you MUST document any new features or significant changes in the `/docs/features/` directory:
1. **Create Feature Documentation**: For each major feature implemented, create a markdown file in `/docs/features/` that explains:
- What the feature does
- How it works
- Key components and files involved
- Usage examples
- Any configuration or setup required
2. **Update Existing Documentation**: If you modify existing functionality, update the relevant documentation files to reflect the changes.
3. **Document Design Decisions**: Include any important architectural or design decisions made during implementation.
This documentation helps maintain the project and assists future developers working with the codebase.
Think hard about the solution and implementing the user's requirements.