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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.
+
+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.
+
+You can check out the app as a demo user in the [current deployment](https://hs-tms.ngfg.pt/).
+
+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
+
+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.
+
+
+## Getting Started
+
+### Prerequisites:
+
+- [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.
+
+### Installation:
+
+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.