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README.md

Spendful

Michael Bonner, Ethan Zimmerman, Andre Willie, Zoljargal Fallows, and Chris Carnivale

LiveApp

Client Repo

Summary

Reach your financial goals by tracking every dollar you spend and earn. This app allows you to add all of your incomes and expenses and visualize them through convenient charts and graphs. The front-end utilizes React to create a responsive design. The back-end leverages the RRule library to allow for recurring expenses.

Endpoints

Authorization/User Endpoints

post /api/auth/token

Verifies credentials for logins

get /api/auth/refresh

Allows automatic refreshing of token

post /api/user

Handles registration/sign-up

Categories Endpoints

get /api/categories

Retrieves all categories for user

post /api/categories

Allows user to add new categories

get /api/categories/:id

Retrieves single category based on id provided

patch /api/categories/:id

Allows user to make changes to a category based on id provided

delete /api/categories/id

Allows user to delete a catgory based on id provided

Expense Endpoints

get /api/expenses

Retrieves all expenses for the user

post /api/expenses

Allows user to add a new expense

get /api/expenses/:id

Retrieves single expense based on id provided

delete /api/expenses/:id

Allows the user to delete an expense based on id provided

patch api/expenses/:id

Allows the user to make changes to an expense based on id provided

Income Endpoints

get /api/incomes

Retrieves all incomes for the user

post /api/incomes

Allows user to add a new income

get /api/incomes/:id

Retrieves single income based on id provided

delete /api/incomes/:id

Allows the user to delete an income based on id provided

patch api/incomes/:id

Allows the user to make changes to an incomes based on id provided

Reports Endpoints

get /api/reports/:year

Retrieves incomes and expenses for a calendar year for the user

get /api/reports/:month/:year

Retrieves incomes and expenses for a given month and year for the user

Technology Used

  • RRule
  • Joi
  • Luxon

The Usual Suspects:

  • Node
  • Express
  • PostgreSQL
  • Knex.js
  • Mocha, Chai, Supertest

Deployed via Heroku

Special thanks to rrule and luxon for doing all the complex date math and preserving our sanity (mostly)

Local dev setup

Set-up .env file with NODE_ENV= PORT= DB_MIGRATION_USER= DB_MIGRATION_PASS= DB_MIGRATION_HOST= DB_MIGRATION_PORT= DB_MIGRATION_DATABASE= DATBASE_URL= TEST_DB_URL= JWT_SECRET= JWT_EXPIRY=

If using user postgres:


createdb -U postgres spendful
createdb -U postgres spendful_test

If your postgres user has a password be sure to set it in .env for all appropriate fields. Or if using a different user, update appropriately.

npm install
npm run migrate
env MIGRATION_DB_NAME=spaced-repetition-test npm run migrate

## Scripts

Start the application `npm start`

Start nodemon for the application `npm run dev`

Run the migrations up `npm run migrate`

Run the migrations down `npm run migrate 0`

Seed data in the terminal with `psql -U postgres -d spendful  -f ./seeds/seed_data.sql`
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