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Digital Wallet Dashboard

Production-ready Django fintech wallet with atomic transactions, fraud detection, and HTMX dashboard.

Digital Wallet Dashboard

A full-stack fintech wallet application built with Django, HTMX, Celery, Redis, and PostgreSQL-oriented settings. The project is designed around strict portal separation, secure wallet operations, fraud review workflows, async PDF statements, and staff analytics.

Python Django HTMX Pytest


Overview

Digital Wallet Dashboard is a multi-portal financial operations project with:

  • a client portal for wallet usage
  • a staff portal for fraud review and operational oversight
  • a custom email-based authentication system
  • atomic wallet services to protect balances and transaction consistency
  • async statement generation for downloadable PDF reports
  • analytics dashboards for internal operational visibility

The application itself is complete enough for local use and verification. Deployment is intentionally not completed at this stage to save time and cost.


What The Project Includes

Client Features

  • Email-based registration and login
  • Wallet dashboard with live balance and recent transactions
  • Secure deposit, withdrawal, and transfer flows
  • Infinite-scroll transaction history
  • Profile page and account security page
  • Password reset flow
  • Password change flow with Django validation
  • PDF statement request and download flow

Staff Features

  • Staff-only operations dashboard
  • Review queue for flagged transactions
  • Approve or reject suspicious transfers
  • Automatic reversal on rejected flagged transfers
  • Wallet freeze and unfreeze actions
  • Analytics dashboard with Chart.js visualizations

Security & Integrity Features

  • Dual-portal separation between client and staff access
  • Custom CustomUser model with STAFF and CLIENT user types
  • StaffOnlyMixin and ClientOnlyMixin access control
  • Atomic balance updates using service-layer logic
  • Fraud detection for large or high-frequency transfers
  • Session-aware security page showing current session metadata
  • Password validation using Django auth validators
  • Custom 403 handling with role-aware redirects

Recommended Demo Flow

If you want to present the project locally, the fastest path is:

  1. Run migrations and create a superuser
  2. Start Django on port 8500
  3. Start Redis and Celery
  4. Create a client account
  5. Demonstrate deposit, withdrawal, transfer, and transaction history
  6. Trigger a flagged transfer
  7. Review it from the staff dashboard
  8. Open analytics
  9. Request and download a PDF statement

Current Status

Complete

  • application architecture
  • authentication and portal separation
  • wallet engine and transaction workflows
  • HTMX dashboard behavior
  • fraud review tooling
  • analytics
  • async PDF statement generation
  • local development workflow
  • automated tests and quality tooling

Intentionally Not Finished

  • production deployment
  • paid hosting rollout
  • final infrastructure spend

This repository can still serve as a strong local demonstration, portfolio project, and reference implementation for secure Django wallet workflows.


Documentation

Document Contents
DEVELOPMENT.md Local setup, running, testing, code quality
ARCHITECTURE.md Modules, tech stack, business rules, project structure
Constitution_Digital_Wallet.md Project plan, phases, AI collaboration model
.env.example Environment variable template
scripts/setup.sh One-command project setup

License

This repository is licensed under the terms of the included LICENSE.

About

A secure, production-ready Fintech Digital Wallet Dashboard built with Django 5.2 (LTS), HTMX, and PostgreSQL.

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