bujj.it

A simple to use budgeting app.

Requirements Specification

1. Intro

Budgeting app which is as simple to use as possible and which shows users how to keep track of their finances and save a percentage of their monthly income.

App must be easy and simple to use, requiring as few clicks, decisions and inputs as possible.

Scope to add tips/suggestions for improvements & social/game-ified content once MVP is achieved to high standard.

MVP:

1. Landing page with pitch (simple infographic) and Call to Action (get started)

2. User can input income

3. User can input expenses

4. User can choose from several savings rate options, each with associated weekly spend amounts:

   10% savings rate = £X Weekly Spend | 15% = £Y Weekly Spend | 20% = £Z Weekly Spend

5. User sign up - this will come after the tool to allow them to save their work.

1.1 Purpose

To provide an extremely simple framework to help users create a budget so they can control their finances, build long-term financial resilience and save towards their goals.

1.2 Audience

Users who are inexperienced in personal financial matters, lacking information/education. Specifically younger people: teens, students, early 20s, etc.

1.3 Team

Dev team:

Ben Gittins

Chris Wood

Logo Design:

Joe Carter -->

1.4 Tech Stack

Function	Tech
Database Dev	PostgresSQL Local
Database Prod	PostgresSQL AWS
Server framework	Express.js
Server engine	NodeJS
Client framework	React SPA
App format	Docker container
App host	AWS Kubernetes
CI/CD	TravisCI

2. Features & Requirements

No#	Section	Requirement	Status	Priority	Comments	Owner
1	General Design	Designed mobile first	Signed off	MVP
2	General Design	Site design/layout should be visually appealing and clear/easy to understand.	Signed off	MVP
3	Landing Page	Landing Page should have succinct, appealing summary of service.	Signed off	MVP
4	Landing Page	Landing page should have CTA linking to Calc.	Signed off	MVP
5	User Accounts	Users can sign up for account with name, username, DOB, email & password.	Signed off	MVP
6	User Accounts	Users can amend account details (name, password, email address)	Signed off	MVP
7	User Accounts	Users can log in and out.	Signed off	MVP
8	Budget Calc	User able to input expenses	Signed off	MVP
9	Budget Calc	User able to input income	Signed off	MVP
10	Budget Calc	Calc should determine multiple savings rates & associated surplus cash for weekly spend for each.	Signed off	MVP
11	Budget Calc	Process of inputting data should be split into stages.	Signed off	MVP
12	Budget Calc	Each stage of data input should have a clear & succinct explanation/instructions.	Signed off	MVP		13

3. How to Install

3.1 Clone from github

cd projects git clone <repo-tag>

3.2 Add environment variables

Create a .env file in the server root directory based off the .env.template file included. Ensure the new .env file is not checked into any version control system.**

3.3 Install dependencies

Run yarn install in both the server and client directories to install dependencies, use the appropirate flags for the environment you are install the application for.

3.4 Running tests

Unit tests can be run for both the client and server sides of the project by running yarn test in each directory.

3.5a Start development servers

When running the application server in a development environemnt, nodemon is used to refresh the server when changes are made. Additionally, the client assets are also hosted on their own server to allow for quick refreshing. Therefore, to start the application servers run yarn start:dev in both the server and client directories.

3.5b Start production server

To run the application server in a production environment, move the server directory and build the static assets by running yarn build:prod. Then, also in the server directory, start the application server by running yarn start:prod. The application server will then listen for requests on port 5000 and a reverse proxy can be setup to pass requests.

Note: In non-containerised depolyments, a process controller (such as systemd) should be used manage the application server and prevent downtime from errors being raised.

API

/api/users

Users resource

GET - return user profile, requires current user authentication

POST - create new user

• username (required, string)
• email (required, string)
• password (required, string)
• spendingPlan (optional, format outline below)

/api/users/:id/spending-plan

Create and update a users spending plan

POST - create new spending plan, overwrites old

• income (required, number, currency)
• savingPercentage (required, number, integer)
• savingGoal (required, object)
  • name - name of savingGoal (required, string)
  • value - value of savingGoal (required, number, currency)
• expenses (required, array)
  • object (optional)
    • name - name of expense (required, string)
    • value - value of expense (required, number, currency)

/api/users/:id/spending-plan/expense

Create, update, delete a users spending plan expenses

POST - create new expense in spendingPlan

• name (required, string)
• value (required, number, currency)

PUT - update expense by id in spendingPlan

• name (required, string)
• value (required, number, currency)

DELETE - delete expense by id in spendingPlan

• id (required, string)

/api/users/:id/spending-plan/savingGoal

Create, update, delete a users spending plan saving goal

POST - create new saving goal in spendingPlan

• name (required, string)
• value (required, number, currency)

PUT - update saving goal in spendingPlan

• name (required, string)
• value (required, number, currency)

DELETE - delete saving goal in spendingPlan