lyskouski / app-finance

Fingrom -- open-source platform-agnostic financial accounting application

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Financial Accounting Application

Fingrom -- open-source cross-platform financial accounting application without Ads and limitations. The goal of the solution is to create a financial accounting application that is intuitive, efficient, and inclusive. That empowers users to effortlessly manage their finances while ensuring that no one is left behind.

Type	Alpha Version	Pre-Release	Release
iOS (Apple Store)	fingrom_iOS.ipa	TestFlight: Fingrom
macOS (Apple Store)	fingrom_macOS.zip	Not available for testing
Android (Google Play)	fingrom_Android.aab	Google Play
Android (Galaxy Store)	fingrom_Android.aab	Galaxy Store
Android (Huawei Gallery)	fingrom_Android.aab	App Gallery
Linux (Snap Store)	fingrom_LinuxSnap.snap
Linux (Flathub)	fingrom_LinuxFlatpak.flatpak	Not available
Linux (AppImage)	fingrom_Linux.AppImage	Pling Store
Windows (Partner Center)	fingrom_Windows.zip	App Center: Fingrom
Web	fingrom_Web.tar.gz	GitHub Pages: Fingrom	terCAD: Fingrom

Functionality

• Accounting (Account Type, Currency/Cryptocurrency)
  • Simple grouping via / (in name) for the main page
  • Transactions log
  • Freeze amount by Update date (to import previous history)
• Budget Categories
  • Simple grouping via / (in name) for the main page
  • With limits restate:
    • Renewed at the beginning of each month
    • Configurable limits per month
    • Relatives (0.0 ... 1.0) to Income
  • Or, without limitations by showing a spent amount
• Bills, Transfers, Incomes (Invoices)
• Goals Definition
• Exchange rates, Default Currency for Summary
• Metrics:
  • Budget:
    • Forecast (with Monte Carlo simulation)
    • Budget limit and expenses per month
  • Account:
    • Candlestick (OHLC) Chart
    • Income Health Radar
    • Currency Distribution
  • Bills:
    • YTD Expenses
    • Bar Race for Categories
  • Goals Gauge Chart
  • Currency Historical Chart
• [demo] Synchronization between devices (P2P)
• Recovery via WebDav or a direct File
• Import from CSV, QIF, OFX files for Bills and Invoices
• Data encryption
• Localization
• User Experience
  • Configurable Main Page (multiple configurations per width x height set)
  • Responsive & Adaptive Design
    • Adaptive navigation panel (top, bottom, right) and tabs (top, left)
  • Theme Mode (dark, light, system) with Palette definition (system, custom, personal -- colors selector)
  • Preserve last choice for Account, Budget, and Currency
  • Auto-scroll to the focused element on Form
  • Expand / Collapse sections on Main Page
  • Swipe for a quick access to Edit and Delete actions
  • Zoom in/out (from 60% up to 200%) via "Settings"
  • Shortcuts

Description	Shortcut
Open / Close the Navigation Drawer	Shift + Enter
Navigate Up	up
Navigate Down	down
Open Selected	Enter
Zoom In	Ctrl + +
Zoom In (with mouse)	Ctrl + scroll down
Zoom Out	Ctrl + -
Zoom Out (with mouse)	Ctrl + scroll up
Reset Zoom	Ctrl + 0
Add new Transaction	Ctrl + N
Return Back	Ctrl + Backspace

Support (Sponsorship)

As an open-source project, subscribing will not unlock any additional features in the app. However, it would serve as an investment in the continuous evolution and improvement of the application. So, if you'd like to contribute financially towards the efforts, please consider these options:

• Github Sponsorship
• Paypal
• Patreon
• Donorbox

Or, treat me to ☕.

Contributions

Any made contribution is greatly appreciated (also, by mentioning in Contributors section, Release notes, and in the app About - Contributors as a gratitude), check Contribution Section for more details.

However, if it's been chosen a contribution (not just typo corrections) to this repo, you agree that you're giving me a non-exclusive license to use that content, as I (and my possible team) deem appropriate. You probably guessed that already, but I just wanted to be extra clear on that.

License & Copyright

The content herein are all © 2023 terCAD Team (Viachaslau Lyskouski).

This work is licensed under a Creative Commons Attribution-NonCommercial-NoDerivs 4.0 Unported License:

• Attribution: provide a link to the license, and indicate if changes were made
• NonCommercial: cannot be used as a part of a commercial solution
• NoDerivatives: any modification (remix, transform, or build upon the material) cannot be distributed by your own. Push it back to the main repository (https://github.com/lyskouski/app-finance) to unblock the distribution for made changes.

app-finance's Issues

[NF] Apple Subscription

Integrate Apple Pay Subscription

[NF] Add Localization

[CR] Finished Goals

Mark the Goal as completed (button appears when amount is reached), by completion proposed to fill the bill if needed.

[NF] Bills View/Edit pages

[CI] [REF-46] Crash on switching tabs

Issue with FocusController.dispose() in build-method on switching tabs (used to restore focus after an action)

The following assertion was thrown while notifying listeners for AnimationController:
'package:flutter/src/widgets/scroll_notification.dart': Failed assertion: line 201 pos 15:
'overscroll.isFinite': is not true.
Another exception was thrown: 'package:flutter/src/widgets/scroll_notification.dart': Failed assertion: line 201 pos 15: 'overscroll.isFinite': is not true.
Another exception was thrown: Rect argument contained a NaN value.
Another exception was thrown: Offset argument contained a NaN value.
[ERROR:flutter/flow/layers/transform_layer.cc(24)] TransformLayer is constructed with an invalid matrix.

TBD:

• Enabling first focus after switching to the tab with Focus Controller
• Resolve focus for popup selector after a text input field

[NF] Budget Tab

Actions

• Add / Deactivate / Activate / Update

Fields:

• Color
• Title
• Limit per Month

[CR] Improve Category Selector

By enabling typing for the filtering purposes

[NF] Configuration Page

Default currency
Encryption
Light Mode

[NF] Create main window

Create Main page with hardcoded (mocked) data.

Sample: https://gallery.flutter.dev/#/rally (https://github.com/flutter/gallery)

[NF] Create window to add budget

[NF] Form Flow with Autofocus

[BP] Configure Build Process

Generate artifacts for Macos, Linux, Windows.
Publish Web version to github-pages.
--Publish Android apk to Google Market.-- [cannot be done right now]
--Publish to Apple Store-- [detouched]

[BF] Expense Recalculation

For Web on Mobile: Expense is incorrectly transformed "1." => "1" with focus reset

[NF] Template of External Storages

Dropbox, Google Drive, Apple Store, Windows Store

For reserving data and/or sync between different devices.

[CR] Improve Main Page

Show last 5 items per category with buttons to Add and View more.
On detailed pages implement "infinite pagination" to view all items by scrolling down.

[NF] Billing Flow

Affect Account and Budget by adding/updating/deleting Bill

Affect Goal by Income

View / Update / Delete Bill and patch of Account, Budget, Goal, based on that.

Update Totals based on changes

[NF] About Page

Show version

Latest changes

Links to repository, discussions, plans

Privacy Policy

Terms of Use

[BF] [REF-31] Android - new Account

Android compilation is failing due to firebase_analytics.

Properties are cleaned up and cannot be proceeded for Initial Steps, while original form is working as expected.

[NF] Intro Page

When it's a first time for the user:

Step 1: Set Default Currency
Step 2: Add Account
Step 3: Add Budget Category

Then it'll be opened Main Page

[BP] Unit Tests automation

Prepare GitHub workflow for tests.

Write Unit Test to cover existing logic.

Pre-commit validation.

Overview of existing apps

Post here all apps that are used for the same purposes with short overview of market braking feature.

[NF] [REF-31] Totals Recalculation

Calculate totals based on default currency and money flow.

[NF] Transaction Log

Transaction Log Item to monitor all changes.

[NF] Bill Tab

Fields

• Account (preselect last choice or the first item in a list)
• Category (taken from Budgets)
• Date (predefine current date)
• Comment
• Amount
• Currency (is taken from Budget or Account by default)

[CR] Improve Goal(s) Progress

Should store accounts total and recalculate progress based on the diff.

[NF] Currency Tab

Show active currencies (Add, Edit, Delete), update values from external resources

[NF] Income Tab

Fields

• Account
• Currency
• Amount
• Date

[BF] [REF-19] Error after adding Goal

Error after adding new Goal

The following assertion was thrown during a scheduler callback:
Controller's length property (2) does not match the number of tabs (3) present in TabBar's tabs
property.

When the exception was thrown, this was the stack:
#0      _TabBarState._debugScheduleCheckHasValidTabsCount.<anonymous closure>.<anonymous closure> (package:flutter/src/material/tabs.dart:1369:11)
#1      _TabBarState._debugScheduleCheckHasValidTabsCount.<anonymous closure> (package:flutter/src/material/tabs.dart:1375:8)
#2      SchedulerBinding._invokeFrameCallback (package:flutter/src/scheduler/binding.dart:1284:15)
#3      SchedulerBinding.handleDrawFrame (package:flutter/src/scheduler/binding.dart:1223:9)
#4      SchedulerBinding._handleDrawFrame (package:flutter/src/scheduler/binding.dart:1072:5)
#5      _invoke (dart:ui/hooks.dart:142:13)
#6      PlatformDispatcher._drawFrame (dart:ui/platform_dispatcher.dart:359:5)
#7      _drawFrame (dart:ui/hooks.dart:112:31)

[NF] Currency Deviation Flow

If currencies are not the same, show exchange tab

[NF] Account Tab

Actions:

• Add / Delete / Update

NOTE: Rearrangement is based on the last usage (on top - recently used for the bill).

Fields:

• Title
• Details
• Color
• Icon
• Type (Account Template)
• Currency
• Valid Till (shown for Cards)
• Balance Date Update(current date by default)
  • show notification that Outcomes and Incomes before that date won't affect the balance
• Actual Balance

Account Templates:

• Bank Account
• Cash
• Debit Card
• Credit Card
• Deposit
• Credit

[NF] Invoice Item

Invoice Item to track scheduled transfers/income/bills, and show them properly on detalization page

[NF] Account Templates

Account Templates (hide/show elements on form):

• Bank Account
• Cash
• Debit Card
• Credit Card
• Deposit
• Credit

Rules:

• Debit Cards, Accounts, Cash: cannot spend more that exist
• [SKIP] Credit Cards, Credit: additional deductions based on set percentages
• Deposit: percentages, end of deposit; excluded for the Bill

[NF] Import Data

Support the import of .csv files with "previous" history of bills.

[NF] Create window to add account

[NF] Create window to add bill

Swipe switch between expenses, income and transfer

[BF] Night Mode Text Visibility

Selectors in might mode shown as dark letters on dark background.
Navigation menu is too white in addition.

[NF] Goal Widget

Actions

• Add / Update / Delete[Cancel] Goal

Calculation: changed each time new income is happened - diff between income and outcome, and updated by delta.

[RF] Single storage

Move all mocks through the components and widgets to a single storage on main item.

[BF] Deactivated widget error

From Main page directly to Account or Budget item leads to an error. If path is Main -> Account List -> Account Item, the error won't be shown.

[NF] Store Preferences

Use shared_preferences to preserve some preferences as last Budget Category, last Account taken, Currency used, etc.

[NF] [REF-21] Add support of WebDav

Add support of WebDav by storing there a data for recovery.

Initial documentation

Update Development Flow documentation in accordance with created Account pages.

[NF] Transfer Tab

Fields:

• From Account
• To Account
• Amount
• Date

[RF] Verify BL by Tests

Verify Business Logic alignment by test coverage.

[NF] Create window to view metrics

Note: https://github.com/imaNNeo/fl_chart

[NF] Add support for eMoney

Add support for bitcoin and other e-money.

[NF] Add Subscriptions

https://donorbox.org

https://www.patreon.com

https://www.paypal.com/paypalme/

https://github.com/sponsors/

https://www.buymeacoffee.com/

Google Subscription

Apple Subscription

[BF] [REF-46] Android - selectors state

Selected Dropdowns values become not set after a focus to TextField for Android.

[RF] Improve Storage usage

getStorage(name) returns instance with getter and setter, last one will update store by chains back.

Use ChangeNotifier / ChangeNotifierProvider

[NF] Accessibility Support

Add basic accessibility support by changing Widget templates.

WCAG 2.1 Accessibility Standards

• Level A, AA, AAA
• Principles
  • Perceivable
  • Operable
  • Understandable
  • Robust

Visual disability: audial aids
Hearing disability: visual aids
Physical disability: little movements
Motor impairment: no fine movement
Cognitive impairment: additional aids (read aloud, etc.)

WAI-ARIA

Section 508 US

NOTES:

• https://www.consilium.europa.eu/en/press/press-releases/2016/07/18/accessible-websites-apps-wide-rules/
• https://bootcamp.uxdesign.cc/ui-ux-accessibility-on-the-web-for-people-with-disabilities-e08a68cf7eb0
• https://uxdesign.cc/how-to-design-digital-interfaces-with-every-disabilities-in-mind-19572579d7ef

Checklist: https://accessibility.voxmedia.com/

Semantics widget to improve the accessibility of your UI elements.

Semantics(
  label: 'Submit Button',
  child: ElevatedButton(
    onPressed: () {
      // Handle button press
    },
    child: Text('Submit'),
  ),
)

P.S. IAAP (International Association of Accessibility Professionals) Certification: CPACC, WAS, CPWA