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[Draft][BackEnd] Create a "Savings Goals" feature #143

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8 tasks
FelipePSoares opened this issue Oct 18, 2024 · 0 comments
Open
8 tasks

[Draft][BackEnd] Create a "Savings Goals" feature #143

FelipePSoares opened this issue Oct 18, 2024 · 0 comments
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enhancement New feature or request

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@FelipePSoares
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FelipePSoares commented Oct 18, 2024

Users often want to set aside money for future expenses, such as investments, planned trips, or other long-term goals. This is not an immediate expense but a reserved amount that will be spent in the future. To support this functionality in the system, we need to identify and track these funds separately from regular income and expenses.

Requirements:

  1. Model Changes

    • Create a new model: Save (inherits from BaseFinancial), which will represent individual savings entries towards a specific goal or reserve.
  2. Category Updates

    • Add the following properties to the Category entity:
      • SavingGoal (boolean): Indicates if this category is a savings goal.
      • TargetAmount (decimal, optional): The target amount for this savings goal.
      • TargetDate (DateTime, optional): The target date by which the savings goal should be reached.
      • Savings (ICollection, optional): A collection of savings entries related to this category.
      • Spent (boolean): Marks if the savings goal has been spent or completed.
  3. Behavior

    • Implement the full CRUD operations for savings on the back-end, allowing users to create, view, update, and delete savings goals and their associated savings entries.
    • If a savings goal (category) is canceled by the user, all associated Savings entries should also be canceled or deleted

Additional Considerations:

  • Consider adding validation or business rules to prevent negative savings amounts or dates that have already passed.
@FelipePSoares FelipePSoares changed the title Create tags or someway to identify different expenses Plan a way to identify different expenses Oct 18, 2024
@FelipePSoares FelipePSoares added enhancement New feature or request help wanted Extra attention is needed labels Oct 18, 2024
@FelipePSoares FelipePSoares changed the title Plan a way to identify different expenses Create a "Savings Goals" feature Oct 18, 2024
@FelipePSoares FelipePSoares changed the title Create a "Savings Goals" feature [BackEnd] Create a "Savings Goals" feature Oct 18, 2024
@FelipePSoares FelipePSoares removed the help wanted Extra attention is needed label Oct 18, 2024
@FelipePSoares FelipePSoares changed the title [BackEnd] Create a "Savings Goals" feature [Draft][BackEnd] Create a "Savings Goals" feature Nov 25, 2024
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Labels
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