📦 Deliverable 4 – PMV + Documentation

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1️⃣ Project Requirements

Requirement ID	Requirement Description	Developed	Sprint
FR01	Sign Up	✅	4
FR02	Log‑In	✅	4
FR03	Password Recovery	✅	4
FR04	Transaction Details	✅	1
FR05	Edit / Delete Transactions	✅	1
FR06	Categorize Transaction Automation	✅	1
FR07	Set Custom Budgets	✅	2
FR08	Budget Visual Insights	✅	2
FR09	Budget Limit Alerts	✅	4
FR10	AI Spending Patterns	✅	3
FR11	Detect Anomalies	✅	3
FR12	AI Suggestions	✅	3
FR13	Interactive Reports	✅	4
FR14	Graphical Representations	✅	2
FR15	Investment Management	✅	2
FR16	Real‑time Investment Tracking	✅	2
FR17	Label Investments	✅	2
FR18	Export Reports	✅	4
FR19	Set Financial Goals	✅	3
FR20	Track Progress Toward FG	✅	3

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2️⃣ System Design

2.1 🚀 Deployment View

2.2 🧩 Implementation View

2.3 🗄️ Data Model

Entity-Relationship Diagram (ERD):*

Diagram with Apps division:

Data Dictionaries:

Users

| This table stores user account information |

Attribute Name	Data Type	Primary Key	Not Null	Attribute Description	AutoInc
id	Int	PK	NN	Unique user identifier	Yes
username	String		NN	User login name
password	String		NN	Encrypted password
email	String		NN	User email address
is_active	Boolean		NN	Account active status
is_staff	Boolean		NN	Staff permissions flag
date_joined	Datetime		NN	Account creation timestamp
---	---	---	---	---	---
IndexName		IndexType		Attribute
PRIMARY		PRIMARY		id

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Transactions

| This table stores all financial transactions |

Attribute Name	Data Type	Primary Key	Not Null	Attribute Description	AutoInc
id	Int	PK	NN	Unique transaction ID	Yes
user_id	Int		NN	Associated user ID
amount	Decimal		NN	Transaction amount
description	String			Transaction description
category_id	Int		NN	Category classification
transaction_type	String		NN	Income/Expense type
date	Date		NN	Transaction date
merchant	String			Merchant name
created_at	Datetime		NN	Record creation timestamp
---	---	---	---	---	---
IndexName		IndexType		Attribute
PRIMARY		PRIMARY		id
FOREIGN		FOREIGN		user_id
FOREIGN		FOREIGN		category_id

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Categories

| This table stores transaction categories |

Attribute Name	Data Type	Primary Key	Not Null	Attribute Description	AutoInc
id	Int	PK	NN	Unique category ID	Yes
name	String		NN	Category name
category_type	String		NN	Income/Expense classification
icon	String			Display icon
color	String			Display color
---	---	---	---	---	---
IndexName		IndexType		Attribute
PRIMARY		PRIMARY		id

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Budgets

| This table stores user budgeting information |

Attribute Name	Data Type	Primary Key	Not Null	Attribute Description	AutoInc
id	Int	PK	NN	Unique budget ID	Yes
user_id	Int		NN	Owner user ID
category_id	Int		NN	Budget category
amount	Decimal		NN	Budgeted amount
spent	Decimal		NN	Amount spent
period	String		NN	Budget period (monthly/yearly)
alert_threshold	Int			Spending alert percentage
---	---	---	---	---	---
IndexName		IndexType		Attribute
PRIMARY		PRIMARY		id
FOREIGN		FOREIGN		user_id
FOREIGN		FOREIGN		category_id

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Goals

| This table stores financial goals |

Attribute Name	Data Type	Primary Key	Not Null	Attribute Description	AutoInc
id	Int	PK	NN	Unique goal ID	Yes
user_id	Int		NN	Owner user ID
name	String		NN	Goal name
target_amount	Decimal		NN	Target amount
current_amount	Decimal		NN	Current saved amount
deadline	Date		NN	Target completion date
description	Text			Detailed description
---	---	---	---	---	---
IndexName		IndexType		Attribute
PRIMARY		PRIMARY		id
FOREIGN		FOREIGN		user_id

Investments

| This table stores investment portfolio data |

Attribute Name	Data Type	Primary Key	Not Null	Attribute Description	AutoInc
id	Int	PK	NN	Unique investment ID	Yes
user_id	Int		NN	Owner user ID
symbol_id	Int		NN	Investment symbol reference
name	String		NN	Investment name
shares	Decimal		NN	Number of shares
purchase_price	Decimal		NN	Original purchase price
current_price	Decimal		NN	Current market price
---	---	---	---	---	---
IndexName		IndexType		Attribute
PRIMARY		PRIMARY		id
FOREIGN		FOREIGN		user_id
FOREIGN		FOREIGN		symbol_id

GoalContributions

| This table stores contributions made towards financial goals |

Attribute Name	Data Type	Primary Key	Not Null	Attribute Description	AutoInc
id	Int	PK	NN	Unique contribution ID	Yes
goal_id	Int		NN	Associated goal ID
amount	Decimal		NN	Contribution amount
date	Date		NN	Contribution date
---	---	---	---	---	---
IndexName		IndexType		Attribute
PRIMARY		PRIMARY		id
FOREIGN		FOREIGN		goal_id

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InvestmentSymbols

| This table stores reference data for investment symbols |

Attribute Name	Data Type	Primary Key	Not Null	Attribute Description	AutoInc
id	Int	PK	NN	Unique symbol ID	Yes
symbol	String		NN	Ticker symbol
name	String		NN	Company/fund name
type	String		NN	Investment type (stock/bond/etc)
---	---	---	---	---	---
IndexName		IndexType		Attribute
PRIMARY		PRIMARY		id

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Reports

| This table stores generated financial reports |

Attribute Name	Data Type	Primary Key	Not Null	Attribute Description	AutoInc
id	Int	PK	NN	Unique report ID	Yes
user_id	Int		NN	Owner user ID
name	String		NN	Report name
description	Text			Report description
category	String		NN	Report category
format	String		NN	File format (PDF/CSV)
start_date	Date		NN	Report period start
end_date	Date		NN	Report period end
file	File		NN	Generated file
created_at	Datetime		NN	Creation timestamp
---	---	---	---	---	---
IndexName		IndexType		Attribute
PRIMARY		PRIMARY		id
FOREIGN		FOREIGN		user_id

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AIInsights

| This table stores AI-generated financial insights |

Attribute Name	Data Type	Primary Key	Not Null	Attribute Description	AutoInc
id	Int	PK	NN	Unique insight ID	Yes
user_id	Int		NN	Owner user ID
prompt	Text		NN	User query prompt
response	Text		NN	AI-generated response
timestamp	Datetime		NN	Generation time
insight_type	String		NN	Insight category
---	---	---	---	---	---
IndexName		IndexType		Attribute
PRIMARY		PRIMARY		id
FOREIGN		FOREIGN		user_id

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3️⃣ Usability Analysis

Comment / Observation	Possible Improvement Action	Implemented
Home page layout feels cramped and visually inconsistent.	Redesign the home page with improved spacing, responsive sections, and a consistent visual hierarchy.	No
User profile dropdown menu missing in header.	Display user avatar with a dropdown for profile access and logout.	Yes
Overall UI appears truncated and lacks cohesion.	Standardize design across all pages using fluid layouts, consistent padding, and unified styling.	No
Dark mode toggle needs refinement.	Ensure theme persistence and toggle button in the header works consistently across pages.	Yes
“About Us” is not accessible in the main navigation.	Add an “About Us” link to the header navigation bar for easy access.	No
Header area is underutilized.	Leverage header space for key calls-to-action and streamlined navigation elements.	No
Investment charts lack a trend-line overlay.	Add trend lines to investment performance charts to highlight long-term movements.	No
Dashboard cannot filter data by date.	Implement date-range filters on the dashboard to let users customize their data view.	No
Budget alerts are not prominent enough.	Enhance budget notifications with toast messages or modal pop-ups when thresholds are reached.	No
No way to add new categories within the transaction form.	Enable inline category creation in the transaction form (e.g., a “+ New Category” option).	No
Transactions are not color-coded for type distinction.	Apply green styling for income rows and red for expenses to improve visual clarity.	No
Report export to CSV and PDF is functioning correctly.	Users can download reports as PDF and CSV directly from the UI with proper formatting.	Yes
CSV export for reports needs improvement (format & headers).	Refine CSV export to include descriptive column headers, correct delimiters, and proper encoding.	No

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4️⃣ Repository

• Link to repo: <GitHub URL>
• All commits include clear, descriptive messages referencing requirements.
• README lists:
  • Required libraries and install commands
  • Commands to run the application

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5️⃣ Video

• 🔗 Link: https://youtu.be/8erSQ9jG2E8
• ⏱️ Length: 4‑5 minutes
• 👥 All team members appear

Structure

1. Pitch (1 min)
   • Team members, Project name, Problem, Solution
2. Live Demo (3 min)
   • Showcase key functionalities
3. User / Product Owner Feedback (1 min)

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6️⃣ Project Management

6.1 📌 Backlog

• Updated user stories with acceptance criteria, status, tasks & owners (see GitHub Projects).

6.2 📅 Weekly Meetings

• Logs for each week answering:

  • What did I do last week?
  • What will I do this week?
  • Any blockers?

• Product‑Owner meetings recorded.

• Weekly Meetings available at Project's wiki

6.3 🔄 Retrospective

• Available at Project's Wiki

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7️⃣ Sprint Review

1. Single‑member pitch
2. Deployed application demo showing highest‑value requirements delivered this sprint

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Note: Sprint Review will be conducted during class time.