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# HS-TMS | ||
HackerSchool's Treasury Management System: the main control system for the treasury inside HackerSchool, which can read billing documents and write to a treasury balance. | ||
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HackerSchool's Treasury Management System: the main control system for the treasury | ||
inside HackerSchool, which can read billing documents and write to a treasury balance. | ||
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You can check out the app as a demo user in the [current deployment](https://hs-tms.ngfg.pt/). | ||
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Some of its key features: | ||
- Supports authentication via FenixEdu and also allows for authentication as a | ||
demo user. | ||
- Lets the users create reminders for treasury-related events, sending email | ||
notifications when they are reaching their due date | ||
- Transactions and Projects management | ||
- The transactions can be filtered by several criteria and then be printed | ||
to a PDF report, making periodical reports easy to create. | ||
- When creating a transaction, a PDF receipt may be attached, which will be available | ||
for download later | ||
- Data visualization through different types of charts | ||
- Every week, a summary of all the changes done to the system is sent via email | ||
- Remote access to server logs, allowing for easy activity monitoring and debugging | ||
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The app currently has five panels: | ||
- **Dashboard**: allows for a quick system overview, providing information | ||
such as the total balance, number of active projects, recent transactions, and | ||
upcoming reminders. | ||
- **Transactions**: shows all the transactions according to the specified filters | ||
and lets the user create, edit, or delete transactions as well as print a PDF | ||
report of the selected transactions. | ||
- **Projects**: displays the existing projects given the applied filters and allows | ||
the user to create, edit, or delete them. | ||
- **Charts**: several charts that help manage projects and their | ||
earnings/costs by providing different views of the treasury and ways to | ||
compare projects and periods. | ||
- **Settings**: lets the user manage the authorized members in the system and | ||
check the server logs remotely to check errors and activity in the backend. | ||
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## Getting Started | ||
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### Prerequisites: | ||
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- [Git](https://git-scm.com/) for cloning the repo | ||
- [Docker](https://www.docker.com/) to run the project in a containerized environment | ||
- [Docker Desktop](https://www.docker.com/products/docker-desktop/) is an all-in-one | ||
solution that provides a GUI that makes managing containers, images, and volumes | ||
easier. | ||
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### Installation: | ||
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1. Clone this repository | ||
2. Copy `.env.example` to `.env` | ||
3. Copy `frontend/.env.example` to `frontend/.env` | ||
4. Copy `backend/.env.example` to `backend/.env` | ||
- If you only want to log in as a demo user, set the following variables: | ||
- `SESSION_SECRET=example` | ||
- `FENIX_CLIENT_ID=example` | ||
- `FENIX_CLIENT_SECRET=example` | ||
- `RESEND_API_KEY=example` | ||
- If you want to log in using FenixEdu and use [Resend](https://resend.com/) to | ||
send summary/reminder emails, you'll need to set up `FENIX_CLIENT_ID`, | ||
`FENIX_CLIENT_SECRET`, and `RESEND_API_KEY` with your credentials. | ||
It is advised to set `SESSION_SECRET` to a bigger string of random characters | ||
to increase security, since it is used to sign cookies. | ||
5. Run `docker compose up --build` at the project root to create and run all the | ||
containers | ||
- add `-d` to detach the process from the terminal at the end | ||
6. Since we're using HTTPS, to ensure everything runs as expected, you need to | ||
import the caddy certificate to your browser: | ||
- To get the certificate, run | ||
`docker cp hs-tms_caddy:/data/caddy/pki/authorities/local/root.crt .`, | ||
which will place it in your current directory | ||
- Install it in your browser as an authority certificate. The procedure should | ||
be similar to this: | ||
1. `Settings > Security > Manage certificates > Authorities > import` | ||
2. Restart the browser to ensure the certificate is loaded | ||
7. **If you'll be using FenixEdu authentication**, you need to first add your | ||
username to the authorized people list (after having access to the system, | ||
you won't need to repeat this step to add other people, you can do it | ||
from inside the app in the 'Settings' tab) | ||
- run `docker exec -it hs-tms_postgres psql -U postgres postgres -c "CALL create_user('#istID', '#Name');"` | ||
- `#istID` follows the syntax `ist1xxx` | ||
- `#Name` can be your first and last name. |