FinancialSystem

A multi-bank financial management system built with ASP.NET Core. Supports user accounts, loans, installment plans, inter-account transfers, salary projects, and role-based dashboards (Client, Operator, Manager, Enterprise Specialist, Administrator).

---

Tech Stack

Layer	Technology
Framework	.NET 9 (ASP.NET Core MVC)
Database	PostgreSQL 18
ORM	Entity Framework Core 9
Auth	JWT (cookie-based)
Logging	Serilog (console + file sink)
Architecture	Clean Architecture (Domain, Application, Infrastructure, Web)

---

Getting Started

Prerequisites

• .NET 9 SDK
• Docker

1. Clone & restore

git clone https://github.com/Dmitro44/FinancialSystem.git
cd FinancialSystem
dotnet restore

2. Start the database

docker compose up -d

This starts PostgreSQL on port 5432 — the connection string in FinancialSystem.Web/appsettings.json is already configured for it.

3. Apply migrations

dotnet ef database update \
    --project FinancialSystem.Infrastructure \
    --startup-project FinancialSystem.Web

4. Run

dotnet run --project FinancialSystem.Web

The app starts at http://localhost:5221 (or https://localhost:7258).

5. Register & log in

Navigate to the app, register a new user, then register to a bank with the desired role to access the corresponding dashboard.

---

API Overview

The application is an MVC web app (not a pure REST API). All routes return HTML views. The default route is {controller=Auth}/{action=Login}/{id?}.

Auth & Home

Route	Description
GET / or Auth/Login	Login page
POST Auth/Login	Authenticate, set JWT cookie
GET Auth/Register	Registration page
POST Auth/Register	Create a new user
GET Auth/Logout	Clear session

Bank Hub

Route	Description
GET User/Banks	List all banks (registered + available to join)
POST Bank/RegisterToBank	Join a bank with a chosen role
GET Bank/RedirectToDashboard/{bankId}	Route to the correct role dashboard
GET Bank/Requests/{bankId}	Pending loan & installment requests (Manager view)
GET Bank/Finances/{bankId}	User's accounts, loans, installments (Client view)
GET Bank/TransferStatistics/{bankId}	Transfers for a bank (Operator/Manager)
GET Bank/SalaryProjectRequests/{bankId}	Salary project requests (Operator/Manager)

Client Dashboard

Route	Description
GET Client/ClientDashboard/{bankId}	Client dashboard home
POST Client/CreateAccount	Open a new bank account
POST Client/CreateLoan	Submit a loan request
POST Client/CreateInstallment	Submit an installment request
GET Client/Transfer/{bankId}	Transfer form with user's accounts
POST Client/CreateTransfer	Execute a money transfer
GET Client/AvailableSalaryProjects/{bankId}	List salary projects available to join
POST Client/ConnectToSalaryProject	Join a salary project
POST Client/DisconnectFromSalaryProject	Leave a salary project

Manager Dashboard

Route	Description
GET Manager/ManagerDashboard/{bankId}	Manager dashboard home
POST Manager/ApproveLoan	Approve a loan request
POST Manager/RejectLoan	Reject a loan request
POST Manager/ApproveInstallment	Approve an installment
POST Manager/RejectInstallment	Reject an installment
POST Manager/CancelTransfer/{transferId}	Cancel a transfer
POST Manager/ApproveSalaryProject	Approve a salary project
POST Manager/RejectSalaryProject	Reject a salary project

Operator Dashboard

Route	Description
GET Operator/OperatorDashboard/{bankId}	Operator dashboard home
POST Operator/CancelTransfer/{transferId}	Cancel a transfer
POST Operator/ApproveSalaryProject	Approve a salary project
POST Operator/RejectSalaryProject	Reject a salary project

Enterprise Specialist Dashboard

Route	Description
GET EnterpriseSpecialist/EnterpriseSpecialistDashboard/{bankId}	Dashboard home
GET EnterpriseSpecialist/EnterpriseAccounts/{bankId}	List enterprise accounts
POST EnterpriseSpecialist/CreateEnterpriseAccount	Create an enterprise account
GET EnterpriseSpecialist/SalaryProjects/{bankId}	List salary projects
POST EnterpriseSpecialist/CreateSalaryProject	Create a salary project
POST EnterpriseSpecialist/ProcessProjects/{bankId}/{salaryProjectId}	Process payroll

Administrator Dashboard

Route	Description
GET AdministratorDashboard/{bankId}	Admin dashboard home
GET Admin/ShowOperations	View operation audit log
POST Admin/RevertOperation	Undo an operation
POST Admin/RestoreOperation	Redo a reverted operation

Financial Calculators (JSON)

Route	Description
POST Loan/CalculateTotalAmount	Calculate loan totals ({totalAmount, interestRate, monthlyPayment})
POST Installment/CalculateMonthlyPayment	Calculate installment payment

---

Project Structure

FinancialSystem/
├── FinancialSystem.Domain/          # Entities, enums, interfaces
├── FinancialSystem.Application/     # Services, use cases, DTOs
├── FinancialSystem.Infrastructure/  # EF Core, repositories, migrations
├── FinancialSystem.Web/             # MVC controllers, views, auth
├── FinancialSystem.sln
└── README.md

Clean Architecture: Domain has no dependencies, Application depends on Domain, Infrastructure depends on Application, Web depends on Infrastructure and Application.

---

Migrations

All migrations live in FinancialSystem.Infrastructure/Migrations/.

# Create a new migration
dotnet ef migrations add MigrationName \
    --project FinancialSystem.Infrastructure \
    --startup-project FinancialSystem.Web

# Apply pending migrations
dotnet ef database update \
    --project FinancialSystem.Infrastructure \
    --startup-project FinancialSystem.Web

---

License

MIT