binnieslite / finance_app

Finance App with universal control chatbot

Hi 👋, I'm Quan

It's nice to meet you

Check out more of my stuff here https://leqndev.com/

Languages and Tools:

finance_app's Issues

Fix Readme to reflect the api endpoints + Write endpoints for wallets

Goal of this issue

Read the endpoints from transaction api and change the README.md and write endpoints for wallets

Resources

Read the transaction.js in the server file

Fix Transaction Add to display wallet name and format date

Post fake data to wallet/transaction

Add 30 fake data

Backend: Create endpoint for calculating

Goal

Create endpoints to handle calculation for incomes and expenses

Deliverable

Output the sum of all expenses/incomes on Dashboard Page

User control component

Todo UI:

Transaction Page

Goal of this task

Finish List View for Transaction
Finish Grid View for Transaction
Fix Tab changes

Resources

Read material-ui for more information

Log In Page

Add delete endpoints for Wallets and Transactions

Add Chatbot Interface

Goal of this issue

Make the chatbot for the front-end, the chatbot should be

• Functional
• Responsive
• The user can interact and query simple data from the backend

Fix Prisma migration dev issue

Goal of this issues

Make prisma automatically migrate instead of having to migrate it yourself

Add PostgreSQL as database to docker

Goal of the issue

The goal of this task is to add PostgreSQL as a database to Docker. This will allow the application to use PostgreSQL for data storage and retrieval.

Resources

To accomplish this task, the following resources will be needed:

Docker: The Docker platform will be used to containerize and manage the PostgreSQL database.

PostgreSQL: The PostgreSQL database system will be used for storing and managing data.

Docker Compose (optional): Docker Compose can be used to define and manage multi-container Docker applications. It simplifies the process of running and connecting multiple Docker containers.

Deliverables

The deliverables for this task are as follows:

Dockerfile: Create a Dockerfile that specifies the base image, installs PostgreSQL, and sets up any necessary configurations.

Docker Compose file: If using Docker Compose, create a Docker Compose file that defines the PostgreSQL service, including the necessary environment variables and volume mappings.

Documentation: Provide clear and concise documentation outlining the steps required to set up and run the application with PostgreSQL in Docker. Include any additional configuration or setup instructions specific to the application or development environment.

Main Release Iteration #1

Description

Finance app first release for iteration #1

Goals:

• Make UI for sign up and Login page
• Learn Software Engineering best practices
• Getting used to Github
• Make connection with database for backend

Add Dashboard UI

Link Firebase for Authentication

Transaction page

Transaction Page

Work on initialize transaction page containing transaction card: Wallet name, Date, Type
File created: Transaction Page.jsx, Transaction.css, TransactionComponents(transaction card)

Fix Dockerfile

Issue: Docker required .env

Fix: delete that line

Issue: Server required nodemon

Fix: Add yarn add nodemon

Fix Responsive sidebar add add picture feature

Goal of the issue

Fix Sidebar so that it will respond to different width and height
Add feature to add in images that can parse in bill and stuff like that

Add Authentication Firebase to sign in

Goal of this task

Add authentication for sign in using google auth

Edit wallet details component

To do UI:

Add new feature

Goal of this issue

Add a wallet featur

Write Schema for Wallet and Transaction

Goal of the issue

The goal of this task is to design the schema for the "Wallet" and "Transaction" entities. this should fulfill the requirements of the application

Resource

To complete this task, you will need to refer to the project requirements and any specific guidelines or constraints provided by the project stakeholders.

Deliverables

Wallet and Transaction schema on the readme.md or in a schema folder

Add User Profle for user

Goal of this issue

Find UI for profile and add a page dedicate for getting user information

Add chatbot endpoint

Goal of this issue

Add chatbot functionality to the backend

Resources

• OpenAI documentation
• youtube video

Create an option for list view for transaction

Goal of this issue

Add list view option for transaction page

Deliverables

Improve usability

Update Docker to Integrate PostgreSQL and Prisma

Goal of this issue

The goal of this issue is to add instructions for setting up a PostgreSQL database using Docker and update the documentation to provide an easier process for users.

Resources

To accomplish this goal, the following resources will be needed:

Docker installation: Ensure that Docker is installed on the system where the setup will be performed. If Docker is not installed, provide instructions or references on how to install it.

Docker Compose: Utilize Docker Compose to define and manage the PostgreSQL container along with any necessary dependencies.

Documentation: Update the documentation to include clear and concise instructions on how to set up a PostgreSQL database using Docker. Include any relevant code snippets, commands, and configuration details.

Deliverables

The following deliverables are expected to be completed for this issue:

Docker Compose file: Create or update the Docker Compose file to include the PostgreSQL service definition. Specify the necessary environment variables, such as the PostgreSQL username, password, and database name.

Documentation updates: Update the documentation to include a new section or chapter that provides step-by-step instructions on setting up a PostgreSQL database using Docker. Include any prerequisites, installation steps, and configuration details.

Code snippets and examples: Include relevant code snippets and examples in the documentation to demonstrate how to interact with the PostgreSQL database using Docker.

Testing and validation: Test the setup instructions provided in the documentation to ensure they work as expected. Validate that users can successfully set up and access the PostgreSQL database using Docker.

Review and feedback: Seek feedback from users or team members to review the updated documentation and ensure it is clear, accurate, and easy to follow.

By completing these deliverables, users will have comprehensive instructions and resources to easily set up a PostgreSQL database using Docker.

Add delete button for transaction

Add Navbar

Goal of this issue

Add a Navbar for navigation to the main page in this application

Resources

Here're some image for inspiration purpose

Dashboard UI

Goal of this issue

The current dashboard is not responsive and not usable at this moment in time, so update it so it will reflect the final design

Link sign in/sign up page

Change Background UI

Goal of this issue

Change UI to make it look better

Resources

https://coolors.co/gradient-maker/0061ff-ffffff?position=0,42&opacity=100,100&type=linear&rotation=360

Write endpoints for get, post, put, delete for transaction route

Goal of this issue

The goal of this issue is to create test endpoints for the CRUD (Create, Read, Update, Delete) operations on the transaction collection using mongoose/

Resources

An Express application with a transaction route that handles CRUD operations on the transaction collection.

Deliverables

The following are the deliverables for this issue:

• Implement a GET endpoint for the transaction route that retrieves all transactions from the collection. Then end point should look something like ('api/transactions/all')
• Implement a POST endpoint for the transaction route that creates a new transaction in the collection.
• Implement a PUT endpoint for the transaction route that updates an existing transaction in the collection.
• Implement a DELETE endpoint for the transaction route that deletes an existing transaction from the collection.

add attributes: income & outcome to Transaction schema

Wallet Page

Goal of the issue

List view for each wallet, make a get request to get all wallet
Each item in list can access all transaction in that wallet

Wallets Detail Component

To do UI:

Update Readme respectively to updated schema

Fix Bug Docker command

Goal of this issue

Developer has to build and migrate again every single time

Deliverables

Add command to Dockerfile

Frontend: Create a card for income/expenses on dashboard page

Goal

Create card components for expenses and incomes on dashboard page for user

Deliverable

Customize dashboard UI

Add Transaction for Wallet

• Select between user’s wallet such as cheque, saving, investment,... (This wallet user can create by their preference)

• Select between Category of transaction to add an amount of transaction

  • Expense: deduct the amount in chosen wallet
  • Income: add up the amount in chosen wallet
  • Debt

• Select date of the transaction

• Add note (if needed) for that transaction

• Tag Friend: @ name

• Add/scan the photo of receipt/invoice for that transaction

Link Frontend with Backend

Goal of this issue

Fetch data from backend to map out to front-end

Resources

https://developer.mozilla.org/en-US/docs/Web/API/Fetch_API/Using_Fetch
Check this keyword
Promises

Refresh page after saving transaction

Remove unnecessary routes and Reorder workspace layout

Remove unnecessary routes

Modified file: App.jsx

Reorder workspace layout

Modified files: All files in /client/src