Product Feature Matrix
Use this page to detect documentation drift when app features change. It covers the released app (v0.10.0).
| Product area | Route or implementation | User doc | Developer or AI doc |
|---|---|---|---|
| Dashboard | /dashboard, dashboard-actions.ts | Dashboard and Overview | API and Server Actions |
| Overview | /overview | Dashboard and Overview | API and Server Actions |
| Accounts | /accounts, /accounts/[id] | Accounts | API and Server Actions |
| Account forecasting | /accounts/[id], forecast-actions.ts | Accounts | API and Server Actions |
| Expenses | /expenses, expenses-actions.ts, daily-expenses-actions.ts | Expenses | API and Server Actions |
| Attachments | document-actions.ts, /api/documents | Documents | Documents and Storage |
| Income | /income, income-actions.ts | Income | API and Server Actions |
| Transfers | /transfers, transfer-actions.ts | Transfers | API and Server Actions |
| Categories | /categories, category-actions.ts | Categories | API and Server Actions |
| Documents library | /documents | Documents | Documents and Storage |
| Analytics | /analytics, analytics-actions.ts | Analytics | API and Server Actions |
| Settings | /settings, settings-actions.ts | Settings | Currency and Exchange Rates |
| Currency converter | /tools, /api/exchange-rates | Tools and Currency Converter | Currency and Exchange Rates |
| Global search | search-actions.ts, search dialog | Search, Offline, and Reminders | API and Server Actions |
| PWA/offline | public/sw.js, /~offline | Search, Offline, and Reminders | PWA and Service Worker |
| Push reminders | Settings, /api/push/*, /api/cron/upcoming-payments | Search, Offline, and Reminders | Push Notifications |
| AI Assistant | /assistant, /api/chat | AI Assistant | AI Capabilities and Guardrails |
| Receipt Scanner | /scan, /api/receipt-scan | Receipt Scanner | AI Capabilities and Guardrails |
| CSV Import | /import, import-actions.ts | CSV Import | AI Capabilities and Guardrails |
| Reserves | /reserves, reserve-actions.ts, lib/reserves.ts | Reserves | API and Server Actions |
| Merchant categories | merchant-category-actions.ts | Merchant Categories | AI Capabilities and Guardrails |
| Insights | notification menu, insights-actions.ts, lib/insights, /api/cron/insights | Insights | Scheduled Jobs |
| API tokens | Settings, api-token-actions.ts | Settings | REST API |
| REST API v1 | /api/v1/* (health, me, summary, accounts, payments, insights) | Settings | REST API |
| Sign-up and sign-in | /login, /register, /forgot-password, /reset-password, /session-expired, auth-actions.ts | Account and Sign-in | Environment Variables |
| Emails | src/emails (welcome, reset password) | Account and Sign-in | Emails |
| Scheduled jobs | /api/cron/upcoming-payments, /api/cron/insights | Insights | Scheduled Jobs |
| Chat history | assistant sidebar, conversation-actions.ts | AI Assistant | AI Capabilities and Guardrails |
| Language (DE/EN) | messages/de.json, messages/en.json, NEXT_PUBLIC_DEFAULT_LOCALE | Settings | Environment Variables |
| Demo mode | scripts/seed-demo.sql, scripts/demo-reset.sh | n/a | Local Development |