Glossary - RostarSynergistics/ShinyExpenseTracker GitHub Wiki

General

Claim

A collection of expenses. Records the user's name, starting date of travel, ending date of travel, destinations. Destinations may have a geolocation associated with them. Claims cannot be edited after it has been submitted or approved. May have tags attached to aid searching.

Expense

An individual expense related to a given claim. Has a amount and currency, date incurred, category, textual description. May have a receipt attached.

Tag

An alphanumeric string that can be associated with claims to help group them together.

Receipt

A photograph of a receipt providing supporting documentation for a receipt. The photo may be up to 65,536 bytes (64 KiB) in size.

Currency

One of CAD, USD, EUR, GBP, CHF, JPY, or CNY.

Statuses

In Progress

A claim has been created but not submitted. Changes to the claim are permitted.

Submitted

A claim has been sent for review by the claimant. Once this has happened, further changes to the claim is disallowed.

Returned

A claim was submitted for review but was returned by the reviwer. The reviewer will have attached comments indicating why the claim was not approved, and the claimant may make edits to the claim for for reapproval. A returned claim displays the name of the reviewer who returned it.

Approved

A claim was submitted for reviewed and approved by the reviewer. Further changes to the claim are disallowed. An approved claim displays the name of the reviewer who approved it.

Activities

Claim-List Screen

Displays a list of all claims, sorted by start date, and filtered by tags if applicable. If no claims are in the list, it will instead show the text "Press (+) to add a claim."

(Edit) Claim Screen

Allows the user to make edits to a given claim. The same screen is used for new claims and existing claims.

Claim Summary Screen

A tabbed screen containing the Summary Screen, Expense-List Screen, and the Destination-List Screen. By default, this screen displays the Summary Screen.

Summary Screen

Displays a summary of a claim, including its status, start and end date, total expense values (grouped by currency), tags. This screen is part of the Claim Summary Screen.

Expense-List Screen

Displays a list of all expenses associated with a given claim. This screen is part of the Claim Summary Screen.

Destination-List Screen

Displays a list of all destinations associated with a given claim. This screen is part of the Claim Summary Screen.

(Manage) Tags Screen

Displays a list of tags that can be attached to a claim. Allows the user to add, edit, or delete a tag in this list.

Resources

Below is a list of useful informational references or links to related or competitive products.