Transaction Manager

Transaction Manager is a web application developed using Django, HTML, Bootstrap, jQuery, Jinja, and SQLite. It is designed to help maintain and track transactions of a group of people on a duration basis. Each member of the group can add transactions for others but not for themselves.

Features

• User registration and authentication
• User roles: admin and member
• Group admin can manage groups and members
• Members can view transactions of the group
• Members can add transactions for others (excluding themselves)
• Special type of member named Group savings maintainer will be able to add money to savings account
• Except maintainer, others will able to witness the transactions from savings
• Transactions are categorized by duration (e.g., daily, weekly, monthly)
• Transaction details include date, description, amount, and payer
• Dashboard with an overview of transactions
• Search functionality for transactions
• Responsive design using Bootstrap

Installation

To run the Transaction Manager application locally, follow these steps:

1. Clone the repository:

   $ git clone https://github.com/your-username/transaction-manager.git
   $ cd transaction-manager

2. Create a virtual environment:

   $ python3 -m venv env
   $ source env/bin/activate

3. Install the required dependencies:

   $ pip install -r requirements.txt

4. Set up the database:

   $ python manage.py migrate

5. Create a superuser (admin account):

   $ python manage.py createsuperuser

6. Start the development server:

   $ python manage.py runserver

7. Access the application by visiting http://localhost:8000 in your web browser.

Usage

1. Register a new user account or log in as the admin with the superuser account.
2. Create a group and add members to it.
3. As an admin, manage group details and member assignments.
4. As a member, view transactions of the group.
5. To add a transaction, navigate to the "Add Transaction" page and fill in the details (excluding yourself as the payer).
6. View and search transactions on the dashboard.

Technology Stack

The Transaction Manager application is built using the following technologies:

• Django: A Python web framework for rapid development and clean design.
• HTML: The standard markup language for creating web pages.
• Bootstrap: A popular CSS framework for building responsive and mobile-first websites.
• jQuery: A fast, small, and feature-rich JavaScript library.
• Jinja: A templating engine for Python used to generate dynamic HTML pages.
• SQLite: A lightweight, file-based database management system.

Contributing

Contributions are welcome! If you'd like to contribute to the Transaction Manager project, please follow these steps:

1. Fork the repository.
2. Create a new branch for your feature or bug fix.
3. Make your changes and commit them with descriptive messages.
4. Push your changes to your forked repository.
5. Submit a pull request explaining your changes.

Please ensure that your code adheres to the existing coding style and includes relevant tests.

License

The Transaction Manager application is open-source software licensed under the MIT License. Feel free to use, modify, and distribute it as per the terms of the license.

Contact

If you have any questions, suggestions, or issues, please contact the project maintainer at sandeepkumargalipelly@gmail.com.

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Version Docs

Version 1.6

• added remove member in group view with confirm button
• added admin static files

Version 1.7.0

• added few UI improvements
• added loading animation

1.7.1

• made changes to the loading animation

1.7.2

• removed loading animation
• added few UI improvements

1.7.3

• fixed UI bugs