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Patch 1 #14

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e328ccf
docs: deposits + loans
anaj00 Dec 1, 2023
84bb107
chore: added see alsos
anaj00 Dec 1, 2023
4015eb1
ci: update branch pattern triggers
Dwigoric Dec 1, 2023
c8377a4
Password and Admin rough
ricardolu1s Dec 1, 2023
2c7de58
fix: documentation bugs
anaj00 Dec 1, 2023
048c84e
docs: update image filenames
Dwigoric Dec 1, 2023
8f4fb5e
Loan and Deposit Settings
ricardolu1s Dec 1, 2023
5dae03c
Merge branch 'patch-1' of https://github.com/Dwigoric/unboundmnl-area…
ricardolu1s Dec 1, 2023
38c9a1f
docs: fix image filenames
Dwigoric Dec 1, 2023
87b91fc
(docs): Notification settings
ricardolu1s Dec 1, 2023
b182cc8
docs: fix image filenames
Dwigoric Dec 1, 2023
f73be3f
docs: member profiles.
riki-11 Dec 2, 2023
c8780f2
docs: officer profiles and member profiles.
riki-11 Dec 2, 2023
0aa930a
docs: use procedures for profiles
Dwigoric Dec 2, 2023
b12785c
docs: add some text in main profiles documentation
Dwigoric Dec 2, 2023
ea3bde2
ci: update writerside version
Dwigoric Dec 2, 2023
097c2b8
refactor: change due date updater every 15 minutes
Dwigoric Dec 3, 2023
8542893
docs: add clarification for loan due dates
Dwigoric Dec 5, 2023
fb86cf5
ci: publish documentation to Cloudflare Pages
Dwigoric Dec 11, 2023
d68d161
ci: separate build and deploy jobs for documentation
Dwigoric Dec 11, 2023
cdb39c0
ci: run deploy after build
Dwigoric Dec 11, 2023
3b73367
ci: add name to jobs
Dwigoric Dec 11, 2023
8544c9b
ci: add permissions to documentation deployment job
Dwigoric Dec 11, 2023
513d5c1
Merge branch 'main' into patch-1
Dwigoric Dec 11, 2023
bed9fd8
ci: change environment variables scope
Dwigoric Dec 11, 2023
60941b6
ci: remove environment in deploy job from documentation workflow
Dwigoric Dec 11, 2023
a5af0fc
docs: add form fields documentation for app form PDF
Dwigoric Dec 14, 2023
95558f0
ci(azure): change app name
Dwigoric Dec 21, 2023
38a9727
docs: add redirect from root to handbook
Dwigoric Dec 21, 2023
8017fc8
ci: run docs workflow only on `docs/` and `built_docs/` folder changes
Dwigoric Dec 21, 2023
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51 changes: 8 additions & 43 deletions .github/workflows/deployment_azure-app-service.yml
Original file line number Diff line number Diff line change
Expand Up @@ -5,22 +5,21 @@ name: Deploy Node.js express app to Azure Web App - compact-donuts

on:
push:
paths-ignore:
- 'docs/**'
branches:
- main
- 'Sprint-[0-9]'
- 'Sprint-[0-9]*'
- 'patch-[0-9]*'
workflow_dispatch:

concurrency:
group: ${{ github.workflow }}-${{ github.ref }}
cancel-in-progress: true

env:
WRS_INSTANCE: docs/ucwa
WRS_ARTIFACT: webHelpUCWA2-all.zip
WRS_DOCKER_VERSION: 232.10165.1

jobs:
deploy:
name: Deploy to Azure Web App
runs-on: ubuntu-latest
environment:
name: 'Production'
Expand All @@ -41,49 +40,15 @@ jobs:
echo 'Install dependencies'
yarn install --immutable

- name: Build jsdoc documentation
uses: andstor/jsdoc-action@v1
with:
source_dir: .
recurse: true
output_dir: ./public/docs/jsdoc

- name: Build Writerside docs using Docker
uses: JetBrains/writerside-github-action@v4
with:
instance: ${{ env.WRS_INSTANCE }}
artifact: ${{ env.WRS_ARTIFACT }}
docker-version: ${{ env.WRS_DOCKER_VERSION }}

- name: Upload Writerside documentation artifact
uses: actions/upload-artifact@v3
with:
name: wrs_docs
path: |
artifacts/${{ env.WRS_ARTIFACT }}
artifacts/report.json
retention-days: 7

- name: Test Writerside documentation
uses: JetBrains/writerside-checker-action@v1
with:
instance: ${{ env.WRS_INSTANCE }}

- name: Unzip Writerside artifact
uses: montudor/action-zip@v1
with:
args: unzip -qq artifacts/${{ env.WRS_ARTIFACT }} -d ./public/docs/code

- name: Remove unused files and folders
- name: Remove docs folder from repo
run: |
sudo rm -rf artifacts
git rm -rf docs

- name: 'Deploy to Azure Web App'
uses: azure/webapps-deploy@v2
id: deploy-to-webapp
with:
app-name: 'unboundmnl-area-2-backend'
app-name: 'api-svfmc'
slot-name: 'Production'
publish-profile: ${{ secrets.AZURE_WEBAPP_PUBLISH_PROFILE }}
package: .
package: .
99 changes: 99 additions & 0 deletions .github/workflows/docs-cf-pages-publish.yml
Original file line number Diff line number Diff line change
@@ -0,0 +1,99 @@
name: Publish Writerside and JSDoc documentation to Cloudflare Pages

on:
push:
paths:
- 'docs/**'
- 'built_docs/**'
branches:
- main
- 'Sprint-[0-9]*'
- 'patch-[0-9]*'
workflow_dispatch:

concurrency:
group: ${{ github.workflow }}-${{ github.ref }}
cancel-in-progress: true

jobs:
build:
name: Build documentation
runs-on: ubuntu-latest
env:
WRS_INSTANCE: docs/ucwa
WRS_ARTIFACT: webHelpUCWA2-all.zip
WRS_DOCKER_VERSION: 232.10275

steps:
- name: Checkout
uses: actions/checkout@v4

- name: Build jsdoc documentation
uses: andstor/jsdoc-action@v1
with:
source_dir: .
recurse: true
output_dir: ./built_docs/jsdoc

- name: Build Writerside docs using Docker
uses: JetBrains/writerside-github-action@v4
with:
instance: ${{ env.WRS_INSTANCE }}
artifact: ${{ env.WRS_ARTIFACT }}
docker-version: ${{ env.WRS_DOCKER_VERSION }}

- name: Upload Writerside documentation artifact
uses: actions/upload-artifact@v3
with:
name: wrs_docs
path: |
artifacts/${{ env.WRS_ARTIFACT }}
artifacts/report.json
retention-days: 7

- name: Test Writerside documentation
uses: JetBrains/writerside-checker-action@v1
with:
instance: ${{ env.WRS_INSTANCE }}

- name: Unzip Writerside artifact
uses: montudor/action-zip@v1
with:
args: unzip -qq artifacts/${{ env.WRS_ARTIFACT }} -d ./built_docs/handbook

- name: Archive documentation
uses: actions/upload-artifact@v3
with:
name: docs
path: built_docs
retention-days: 7

deploy:
name: Publish to Cloudflare Pages
runs-on: ubuntu-latest
needs: build
env:
CLOUDFLARE_PAGES_PROJECT_NAME: 'docs-svfmc'
permissions:
contents: read
deployments: write

steps:
- name: Checkout
uses: actions/checkout@v4

- name: Download documentation
uses: actions/download-artifact@v3
with:
name: docs
path: built_docs

- name: Publish to Cloudflare Pages
uses: cloudflare/pages-action@1
id: deploy-to-cloudflare-pages
with:
apiToken: ${{ secrets.CLOUDFLARE_API_TOKEN }}
accountId: ${{ secrets.CLOUDFLARE_ACCOUNT_ID }}
projectName: ${{ env.CLOUDFLARE_PAGES_PROJECT_NAME }}
directory: built_docs
gitHubToken: ${{ secrets.GITHUB_TOKEN }}
1 change: 1 addition & 0 deletions built_docs/_redirects
Original file line number Diff line number Diff line change
@@ -0,0 +1 @@
/ /handbook
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4 changes: 3 additions & 1 deletion docs/topics/Adding-Deposit-Ledger-Transaction.md
Original file line number Diff line number Diff line change
@@ -1,3 +1,5 @@
# Adding Deposit Ledger Transaction

Start typing here...
To add a deposit transaction, click the ___Add New Transaction___ button found at the bottom of the deposit ledger.

From there, fill in the fields. Click on the ___Submit___ button when you are done, and it will immediately be reflected to the system.
12 changes: 11 additions & 1 deletion docs/topics/Adding-Loan-Ledger-Transaction.md
Original file line number Diff line number Diff line change
@@ -1,3 +1,13 @@
# Adding Loan Ledger Transaction

Start typing here...
To add a loan transaction, click the ___Add New Transaction___ button found at the bottom of the loan ledger. If the ___Add New Transaction___ button cannot be pressed, that could be due to the fact the loan has not been released.

From there, you can pick whether you are encoding a:
- Payment
- To deduct from your outstanding balance.
- Dues
- To add from your outstanding balance.
- Balance Readjustment
- Purely for editing and readjusting the loanee's balance.

Once you are done with the transaction, simply click the __submit__ button to submit it to the database, and it will be instantly reflected to the ledger.
6 changes: 6 additions & 0 deletions docs/topics/Admin.md
Original file line number Diff line number Diff line change
@@ -1,5 +1,11 @@
# Admin

The Admin is the most powerful user of the application. They
oversee the officer accounts and the settings of the loans and deposits.
The admin has the liberty to create, delete, and change the passwords of the officer profiles.
The admin also has the same permissions as the officers in member creation and management alongside
the loan and deposit functionalities.

<seealso>
<category ref="admin">
<a href="Changing-Password.md" />
Expand Down
21 changes: 21 additions & 0 deletions docs/topics/Changing-Password.md
Original file line number Diff line number Diff line change
@@ -1,5 +1,26 @@
# Changing Password

Changing a password is a fundamental feature for the security of the website especially considering that the website houses the personal information of the cooperative's members.

Accordingly, the admin is able to change their own password as well as the passwords of the officers.

The admin is able to change their own password in the dedicated tab.

<img src="admin-password-tab.png" alt="Changing password screenshot" />

The passwords of the officers can be changed in the edit officer profile option in the officer profiles tab.

<img src="admin-officer-edit.png" alt="Changing password screenshot" />

To ensure a secure password, the initial password of a newly created officer profile alongside any new passwords for both the admin and any officer profile will have certain requirements, namely: A capital letter, a lowercase letter, a number, and a special character.

<img src="password-requirements.png" alt="Changing password screenshot" />

It must also be at minimum 8 characters.

<img src="password-length.png" alt="Changing password screenshot" />

Once the password has been changed, upon logging out, the new password will be in effect and will be used to log back in to the specific profile or the admin itself.
<seealso>
<category ref="admin">
<a href="Loan-and-Deposit-Settings.md" />
Expand Down
22 changes: 22 additions & 0 deletions docs/topics/Creating-New-Deposit.md
Original file line number Diff line number Diff line change
@@ -1,5 +1,27 @@
# Creating New Deposit

When creating a deposit application, you do not need to fill out all the fields.
The fields related to the member's information are required, but their information will be retrieved when you search for their profile.

<procedure title="Creating a loan application" type="steps">
<step>
Search for a member by their name or username.
</step>
<step>
Click on the member's name to select them, or press
Enter or tab.
<img src="member-search-result.png" alt="Member search result" />
</step>
<step>
Fill out the loan application form.
</step>
<step>
Click on the <strong>Submit</strong> button to submit the deposit application.
</step>
</procedure>

Deposits do not need any approval, hence they are immediately reflected to the system once submitted.

<seealso>
<category ref="deposits">
<a href="Deposit-Dashboard.md" />
Expand Down
6 changes: 6 additions & 0 deletions docs/topics/Creating-a-Loan-Application.md
Original file line number Diff line number Diff line change
Expand Up @@ -4,6 +4,10 @@ When creating a loan application, you do not need to fill out all the fields.
The fields related to the member's information are required, but their information
will be retrieved when you search for their profile.

> You must [set up the Loan Application Form PDF](Server-Set-up-the-Loan-Application-Form-PDF.md)
> on the server before proceeding, if you haven't already.
{ style='warning' }

<procedure title="Creating a loan application" type="steps">
<step>
Search for a member by their name or username.
Expand Down Expand Up @@ -42,6 +46,7 @@ You can find instructions on how to approve or reject a loan application at
<category ref="loans">
<a href="Loan-Dashboard.md" />
<a href="Loan-Approval-Rejection.md" />
<a href="Loan-Ledger.md" />
</category>
<category ref="uh">
<a href="Admin.md" />
Expand All @@ -57,3 +62,4 @@ You can find instructions on how to approve or reject a loan application at
<a href="Vue.md"></a>
</category>
</seealso>

20 changes: 20 additions & 0 deletions docs/topics/Deposit-Dashboard.md
Original file line number Diff line number Diff line change
@@ -1,5 +1,25 @@
# Deposit Dashboard

Present in the __Deposit Dashboard__ page are all the loans present in the system.

Each row contains information on a certain deposit. Information present are as follows:
- Deposit Category
- This can be categorized as:
- Share Capital
- Savings
- Time Deposit
- Deposit Holder; A button that can forward the user to the deposit holder's profile.
- Approval Date

## Sorting, Filtering, and Searching

Deposits are not sorted in any order, but it is possible to add you own sort. Adding your own sort can be done by clicking the header of the certain field you would like to toggle. An arrow would then appear, pointing up for ascending, and pointing down for descending. Clicking the header once again would remove the sorting of that specific header. Additionally, the search bar found on the top left of the deposits table can help filter specific fields you wish to search.

## Accessing the Deposit Ledger

To access the deposit ledger of a specific deposit, find the deposit to view, navigate to the right most part of the deposit's row and find the arrow. This will forward you to the deposit's ledger page.


<seealso>
<category ref="deposits">
<a href="Creating-New-Deposit.md" />
Expand Down
28 changes: 27 additions & 1 deletion docs/topics/Deposit-Ledger.md
Original file line number Diff line number Diff line change
@@ -1,3 +1,29 @@
# Deposit Ledger

Start typing here...
The loan ledger can be accessed through:

* The [Deposit Dashboard](Deposit-Dashboard.md)
* Respective [Member Profile](Member-Profiles.md)

The full contents of a deposit can be found in this page as well. The contents are as follows:
- Running Amount
- Deposit ID
- Type of Deposit
- This can be categorized into:
- Share Capital
- Savings
- Time Deposit
- Date of Deposit

Below the loan info is the actual loan ledger. Per row, the information are as follows:
- Date of Payment
- GV/OR Number
- Transaction Type
- This can be categorized into
- Deposit
- Withdrawal
- Amount
- Interest
- Balance
- Date of Entry
- Officer in Charge
5 changes: 5 additions & 0 deletions docs/topics/Deposits.md
Original file line number Diff line number Diff line change
@@ -1,5 +1,10 @@
# Deposits

Loans can be viewed in two different ways:
* Through the [Deposit Dashboard](Deposit-Dashboard.md), which contains all deposits in the system
present in the system
* Through a [member's profile](Member-Profiles.md), which contains all deposits of that specific member.

<seealso>
<category ref="deposits">
<a href="Deposit-Dashboard.md" />
Expand Down
2 changes: 2 additions & 0 deletions docs/topics/Loan-Approval-Rejection.md
Original file line number Diff line number Diff line change
Expand Up @@ -32,6 +32,7 @@ Its status will now be changed to <strong>Approved (for release)</strong>.
<category ref="loans">
<a href="Loan-Dashboard.md" />
<a href="Creating-a-Loan-Application.md" />
<a href="Loan-Ledger.md" />
</category>
<category ref="uh">
<a href="Admin.md" />
Expand All @@ -47,3 +48,4 @@ Its status will now be changed to <strong>Approved (for release)</strong>.
<a href="Vue.md"></a>
</category>
</seealso>

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