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My Money Calendar Tool Progression

MissyM2 edited this page May 13, 2020 · 2 revisions

Setup Initial Architecture of the Tool

  • Added react router library and setup initial routes.
  • Added skeletal structure of Mobx store for state management.
  • Added Workbox dependencies for the creation service workers to support offline capability.
  • Created Manifest file to support the PWA.
  • Added IndexedDB library to be used to persist data locally.
  • Configured Webpack config as prescribed for use with the CFPB cfgov-refresh system.
  • Created cashflow event models
  • Created seed data and functions to seed and clear data
  • Created initial interface and styles

Development of Display Functionality

  • Added functionality behind initial Monthly Calendar block including:
    • ability to display current, future and past months, days and dates
    • buttons to navigate between months
    • Enabled local IndexDB to load data to the state
    • added indices into IndexDB to enable querying based on selected criteria
  • Developed basic interface for Weekly calendar block including:
    • display of week with calculated beginning and ending balances for the week
    • buttons to navigate between weeks
    • display area for income and expense transactions
    • buttons for delete and edit functionality

Development of Add, Edit and Delete Functionality

  • Developed add, edit and delete functions.
  • Developed recurrence rules algorithms.
  • Developed generic category input screen for use with incomes and expenses.
  • Created drill-down screens and navigation to the appropriate category input screen.

Screenshot 2020-03-19 14 17 34

  • Integrated add function into appropriate UI screens.

  • Integrated edit and delete functions into appropriate UI screens.

  • Added confirmation modals.

Screenshot 2020-02-28 13 43 26

- Add constraint feedback.

Development of Strategies Algorithms

  • Developed logic and UI for displaying general Strategies

General strategies are suggested ways to improve a user's cashflow. These suggestions are displayed based on the income or expense categories that a user selects. Most include a link to an external resource.

  • Developed logic and UI for displaying Fix It Strategies

The Fix It strategies call-to-action button appears when a user's week-ending balance is negative. A set of logic determines which personalized strategies appear which give the user some suggestions to improve their cashflow. These suggestions can be tested out within the application.

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