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CRUD application for expenses. Used to learn grails

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imanesso/expenses-tracker

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Expenses Tracker

This application can be used to track your daily expenses. It was created for the FHNW module webec

General Project Description

The expense tracker is used to track expenses and to categorise them. The web-application also has role based security which allows different things for the admins and normal users

Project satisfaction

I have never worked with Grails before and I am not very experienced in web development. I struggled at first, but after a while I started to like it

I could not finish everything the way I wanted, because I struggled with the time. In the beginning I wanted to export the monthly statement to pdf, but I just couldn't make it work, so I reverted it completely. But overall I am happy that I have a functioning solution.

Project delivery

How to start the project: (if other than grailsw run-app)

How to test the project: (if other than grailsw test-app)

I seeded some default data to make it easier to test after a start in the file Bootstrap.groovy.

User: admin, password: admin
User: test, password: test

External contributions:

this youtube playlist helped me a lot: https://www.youtube.com/watch?v=ekWwSZeywGw&list=PLNbZquqjvY1nI3gdgV71C8NAB_IRBIFAH

Features

Security

Role Admin

This is how a navigation bar of an admin looks like

admin navigation

Users with the role admin can create new users and categories additionally to all the functions that a normal user has. They can also see the expenses of all users in a parent-child view when they click on the user to show them.

Role User

This is how a navigation bar of a user looks like user navigation

user navigation

Normal users can create expenses for all the categories that the admins define

The user can also see a monthly statement of all the expenses that they had

the user can see the expenses for all the categories that the admin created

Expenses

expenses

The CRUD functionalities are accessible in the index page, but there are also 2 new functionalities there

  • Analyse: this page shows all the expenses for each category and their total amount
  • Statement: The user can select a month to show a monthly statement of all the expenses

Categories

The basic CRUD functionalities are accessible only for the users with the admin role

User Management

The user and role management is only accessible for admins. The pages are used for basic CRUD functions

The admin can also see all expenses of a user in a parent child view when they show a user

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CRUD application for expenses. Used to learn grails

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