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Core Module

Simon Geering edited this page Sep 6, 2020 · 7 revisions

| Issues | Project Plan |

  1. Overview(TODO)
    1.1 Use Case Diagram(TODO)
  2. User Stories(TODO)
  3. UI Design(TODO)
    3.1 Screen Mockups(TODO)
  4. Database Schema(WIP)

Overview

TODO

Use Case Diagram

TODO

User Stories

  • [Support multiple currencies](#Support multiple currencies) - See Issue #133

Support multiple currencies

Feature: Pick a currency
# As a User
# I want to pick a currency from a list of available supported currencies
# So I can work with more than one currency

UI Design

a - Example Screen Name

Screen Mockups

Example Screen Name

TODO

Database Schema

See https://dbdiagram.io/d/5f5240d688d052352cb5fcf9 or click the thumbnail below:

Fig 1. Database Entity Relationship Diagram for the Admin Assistant Core Module - (Click for larger size)


WIP Samples and other junk below here


Issue task template

### Tasks

**Client Side**

- [ ] UX Design
- [ ] Blazor UI Prototype
- [ ] WPF UI Prototype
- [ ] Acceptance Test
- [ ] Blazor UI implementation
- [ ] WPF UI implementation
- [ ] UI View Model & Unit Test
- [ ] UI Service & Unit Test
- [ ] REST API client, TypeMapping & UnitTest

**Server Side**
- [ ] REST API Integration Test
- [x] REST API Controler, TypeMapping & Unit Test inc
- [ ] Domain MediatR Query & Unit Test
- [ ] Domain Validator & Unit Test
- [ ] DAL Repository, Specification & Unit Test
- [ ] DAL EF Schema Definition, TypeMapping

TODO: Turn into issues

  • Security Auth by roles

User:

  • Get a list of currencies
    • Optionally excluding obsolete
  • Get currency by ID

Admin:

  • Create a new currency
  • Update an existing currency, inc marking as obsolete
  • Delete a currency (assuming it is not in use)
  • Security Auth by roles

User:

  • Get a list of banks
    • Optionally excluding obsolete
  • Get bank by ID

Admin:

  • Create a new bank
  • Update an existing bank, inc marking as obsolete
  • Delete a bank (assuming it is not in use)

Users:

  • Create a new transaction in a bank account
  • Edit an existing transaction in a bank account
  • Split a transaction on a given date between various credits and debits

Bank Account Balance Calculation

  • Since the last accounting period
  • Since the last reconciliation
  • Since the last statement

Transaction date Vs book date

  • Security Auth by roles

User:

  • Create a new bank account

Owner:

  • Get a list of owned bank accounts
    • Optionally excluding closed
  • Get owned bank account by ID
  • Update an existing owned bank account
  • Close an existing owned bank account
  • Delete an owned bank account (assuming it is not in use)

Admin:

  • None.

User:

  • Create a new bank account

Owner:

  • Get a list of owned bank accounts
    • Optionally excluding closed
  • Get owned bank account by ID
  • Update an existing owned bank account
  • Close an existing owned bank account
  • Delete an owned bank account (assuming it is not in use)

Admin:

  • None.

Home

Architecture [WIP]
Design Decisions
CLI Tools [WIP]


Individual Modules
Dashboard [TODO]
Accounts [WIP]
Asset Register [WIP]
Budget [WIP]
Mail [TODO]
Calendar [WIP]
Contacts [WIP]
Tasks [WIP]
Documents [WIP]
Reports [TODO]
Core [WIP]

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