etsy-finance-tracker/.github/copilot-instructions.md
dlawler489 9e1a098a70 Initial commit: Complete Etsy Business Tracker with Profit Analysis Dashboard
Features:
- React + TypeScript frontend with Tailwind CSS
- Node.js + Express backend with TypeScript
- Comprehensive order tracking and management
- Product catalog with inventory tracking
- Customer data management
- Expense tracking and categorization
- Advanced Profit Analysis Dashboard with:
  - Real-time profit metrics and KPI visualization
  - Detailed order-level profit breakdown
  - Product performance analysis
  - Enhanced time range filtering (monthly, quarterly, yearly)
  - Interactive expandable order analysis
  - Performance categorization and color coding
- CSV import functionality for Etsy statements
- PDF parsing capabilities
- Redux state management with persistence
- Responsive design with mobile support
- Australian date formatting and currency display
2026-04-20 09:44:54 +10:00

2.8 KiB

Etsy Business Tracker - Copilot Instructions

Project Overview

This is a comprehensive Etsy business tracking web application built with React frontend and Node.js backend. The application helps Etsy sellers track products, orders, sales analytics, inventory, customer data, expenses, and profit margins.

Architecture

  • Frontend: React with TypeScript, Tailwind CSS for styling
  • Backend: Node.js with Express, TypeScript
  • Database: MongoDB for flexible document storage
  • Authentication: JWT-based authentication
  • State Management: Redux Toolkit for complex state management
  • Charts/Visualization: Chart.js for analytics dashboards

Key Features

  1. Product Management: Track product listings, variations, pricing, and inventory
  2. Order Tracking: Monitor order status, fulfillment, and shipping
  3. Sales Analytics: Revenue tracking, profit margins, trend analysis
  4. Inventory Management: Stock levels, reorder alerts, supplier tracking
  5. Customer Management: Customer data, purchase history, communication logs
  6. Expense Tracking: Business expenses, tax deductions, cost analysis
  7. Financial Reports: P&L statements, tax reports, business insights
  8. Dashboard: Real-time metrics and KPI visualization

Development Guidelines

  • Use TypeScript for both frontend and backend
  • Follow React functional components with hooks
  • Implement proper error handling and validation
  • Use responsive design principles with mobile-first approach
  • Include comprehensive testing (Jest, React Testing Library)
  • Follow RESTful API design principles
  • Implement proper security practices (input validation, sanitization)
  • Use environment variables for configuration
  • Include proper logging and monitoring

Code Style

  • Use ESLint and Prettier for code formatting
  • Follow conventional commit messages
  • Use descriptive variable and function names
  • Include JSDoc comments for complex functions
  • Maintain consistent file and folder structure

Database Schema Considerations

  • Products: title, description, price, variants, images, inventory, categories
  • Orders: customer info, items, status, shipping, payments, dates
  • Customers: contact info, order history, preferences, notes
  • Expenses: category, amount, date, description, tax-deductible status
  • Analytics: cached metrics, historical data, performance indicators

Security & Privacy

  • Implement proper authentication and authorization
  • Sanitize all user inputs
  • Use HTTPS in production
  • Follow GDPR compliance for customer data
  • Implement rate limiting and request validation
  • Secure API endpoints with proper middleware