Feat/user profile#6
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…ansaction repository methods - Changed date validation in transaction filters from datetime to date. - Updated transaction repository methods to include category names in category totals. - Improved date handling in transaction queries to ensure correct filtering by date range.
- Added new report types: Transactions Summary, Expenses by Category, Monthly Trend, Budget Performance, and Financial Overview. - Implemented corresponding formatting functions for PDF generation of new report types. - Updated report service to handle new report types and their respective data processing. - Improved date handling in report filters and ensured proper validation for goal IDs in report requests. - Refactored PDF generation components for better modularity and maintainability.
…ervices - Introduced a complete project documentation file detailing system architecture, backend and frontend technologies, and database structure. - Added new CSV and Excel formatting functions for various report types, including Budget Performance and Financial Overview. - Enhanced PDF generation for reports with improved layout and modularity. - Implemented new repository methods for goal sharing and refined existing report handling logic. - Updated date formatting utilities for consistent date representation across reports.
… clarity - Refactored debt and user repository methods to improve code readability and maintainability. - Standardized naming conventions for properties, changing `registrationDate` to `registration_date` across relevant interfaces and implementations. - Enhanced the mapping functions to ensure consistent data transformation from database records to entity models. - Updated method signatures to reflect the new property names, ensuring compatibility with existing functionality.
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This pull request introduces significant improvements to the finance management system, focusing on enhanced reporting capabilities, better goal handling, and bug fixes. The updates include new report types and data structures, improved filtering logic for goals and reports, and more robust handling of shared goals and date fields. Additionally, the documentation has been expanded to provide a comprehensive overview of the backend and frontend architectures, features, and known issues.
Reporting Enhancements
report.entity.ts, includingTRANSACTIONS_SUMMARY,EXPENSES_BY_CATEGORY,MONTHLY_TREND,BUDGET_PERFORMANCE, andFINANCIAL_OVERVIEW, allowing for richer financial analysis and summaries. [1] [2]report.controller.tsto process date filters correctly, enforce required parameters for specific report types, and handle buffer responses for PDF, Excel, and CSV formats properly. [1] [2] [3] [4] [5] [6]Goal Management Improvements
findByUserIdand filter logic now include both owner and shared user, and filtering by date can use eithercreated_atorend_datedepending on context. Also, the update and create methods were streamlined for clarity and correctness. [1] [2] [3] [4] [5] [6]ReportFiltersinterface to support a newfilterByparameter, allowing dynamic selection of the date field for filtering goals and reports.Bug Fixes and Code Quality
Documentation Updates
PROJECT_DOC.mdsummarizing backend and frontend architecture, implemented features, project status, and critical bugs, providing clear context for current and future development.