Personal finance tool
Specification
<[login to view URL]://[login to view URL]>
# Requirements
Installable/uninstallable joomla 1.5 module.
Users need to register to be able to use this module.
Each user has access to their data only.
There will be no super admin UI which will see all users' data.
Multilingual code needed with text file.
[login to view URL] graph to be used.
# Home page
more detail in another doc - vworker don't let me add here more characters than 2500
**Adding a new cost/income:**
more detail in another doc - vworker don't let me add here more characters than 2500
**Configure chart**:
more detail in another doc - vworker don't let me add here more characters than 2500
# Cost / income page
more detail in another doc - vworker don't let me add here more characters than 2500
# Settings
more detail in another doc - vworker don't let me add here more characters than 2500
## Deliverables
Personal finance tool
Specification
<[login to view URL]://[login to view URL]>
# Requirements
Installable/uninstallable joomla 1.5 module.
Users need to register to be able to use this module.
Each user has access to their data only.
There will be no super admin UI which will see all users' data.
Multilingual code needed with text file.
[login to view URL] graph to be used.
No design needed. It will be enough if it looks like in the dummy.
# Home page
After user logged on they will see the home page (dashboard).
Upon first login and only at the first login they will be prompted with a highlighted text: "Please go to settings to add cost / income categories."
Menu items need to integrate in the joomla template.
Paypal donate, feedback integration and facebook share necessary.
First line: Welcome <username>! And they will see their balance
**Adding a new cost/income:**
1. number field - only number can be added. If user ads space, that needs to be cleared. No decimals accepted. Compulsary field.
2. cost/income selection (default-cost)
3. fact/plan selection (default-fact)
4. category selection (no default) Compulsary field.
5. Date - prefilled, but user can overwrite. Format: dd/mm/yyyy
6. tag field - prefilled with category, cost/income, fact/plan and user can add more
7. renewing selection. Default - not renewing.
8. Submit button. Upon pushing this, values get saved, and line refreshes without page reload to blank/default values. Previously selected values appear in the new, blank line except for number, tags.
**Configure chart**:
User can select which category they want to show or all. They can choose whether they want to see income fact or plan and cost fact or plan or all. Using jQuery dropdown checklist: <[login to view URL]>
They can also set timescale of chart.
Settings will be stored and they will see same setting upon next login.
When any of these values are changed, the chart reloads. Without page reload.
Year select goes until 2100.
# Cost / income page
List default: recently added 10 items appear (you shouldn't request more data from DB in the background). User can filter items, they can change any value (as per on the dummy) but list only reloads when "filter" is pushed. Here page can reload.
In the list only category, date and tags are editable.
When they want to make plan cost/income fact this item gets duplicated and plan value gets changed to fact (the item which has the flag plan doesn't get deleted).
When there is a renewing item user can chose to only delete one instance or all the future ones in the series. Like in google calendar, but here we don't delete previous entries.
If user made changes to categories, tags they can save those with the save button.
There is a "check all" checkbox at the top of the list.
By default nothing is selected.
Action selected in dropdown only gets executed when clicked on the button "execute".
Pagination required.
# Settings
User can choose language (english is default).
They can add category, they can edit / delete category.