aodhan/financial-assistant
1
0
Fork 0
Code Issues Pull Requests Actions Packages Projects Releases Wiki Activity

Initial commit

Browse Source
This commit is contained in:
aodhan
2025-04-14 13:09:02 +00:00
commit 1976f7b93e
4 changed files with 314 additions and 0 deletions
Download Patch File Download Diff File Expand all files Collapse all files

109
02. Project Plan.md Normal file
View File

@@ -0,0 +1,109 @@
# Project Plan: Financial Assistant App (MVP Focus)
This document outlines the development phases for building the Financial Assistant Android app, prioritizing an MVP launch followed by iterative enhancements.
## Phase 1: MVP Development
**Goal:** Launch a functional app allowing users to manually track finances and set basic goals.
* Task 1.1: Project Setup:
 * Set up Android Studio project (`fin-assist`), Git repository.
 * Establish basic project structure (UI, data, domain layers).
 * Integrate core dependencies (Compose, Coroutines, Room, Navigation).
* Task 1.2: Local Database:
 * Set up Room Persistence Library.
 * Define initial SQLite schemas for Users (basic profile), Bills, Payments, Goals (simplified).
* Task 1.3: Basic UI Shell:
 * Create main navigation structure (e.g., Bottom Navigation).
 * Implement placeholder screens for Bills, Payments, Goals, Settings.
* Task 1.4: Manual Bill Tracking:
 * UI to add/edit/view/delete bills (name, amount, due date). Store locally in SQLite.
 * List view for upcoming/past due bills.
* Task 1.5: Manual Payment Tracking:
 * Functionality to mark bills as paid (record date). Store locally.
 * Simple payment history view.
* Task 1.6: Basic Manual Goal Setting:
 * UI to add/edit/view/delete simple goals (name, target amount). Store locally.
 * Display list of goals.
* Task 1.7: Essential Notifications:
 * Implement reliable local notifications for upcoming bill due dates using `WorkManager`.
* Task 1.8: MVP Testing:
 * Unit tests for core logic (ViewModel, basic data operations).
 * Manual testing of all MVP features on target devices/emulators.
 * Basic UI testing for key flows (adding a bill, marking paid).
* Task 1.9: MVP Deployment Prep:
 * Code cleanup for MVP scope.
 * Basic `README.md`.
 * App icon and essential store assets.
 * Prepare and sign release build.
## Phase 2: Gamification & Synchronization
**Goal:** Enhance user engagement and enable data persistence across devices.
* Task 2.1: Firebase Integration:
 * Set up Firebase project (Authentication, Firestore).
 * Implement User Authentication (Email/Password, Google Sign-In).
 * Implement robust Firestore synchronization for Bills, Payments, Goals (handle offline scenarios).
* Task 2.2: Points System:
 * Design and implement logic for awarding points (paying bills on time, reaching goal milestones).
 * Integrate points calculation and display in UI. Sync points with Firestore.
* Task 2.3: Rewards & Achievements:
 * Define initial set of achievements and criteria.
 * Implement UI for displaying badges/rewards. Sync achievements.
* Task 2.4: Enhanced Goal Tracking:
 * Add progress bars/visualizations.
 * Allow linking payments/savings to specific goals.
* Task 2.5: Phase 2 Testing:
 * Unit/Integration tests for Auth and Firestore sync logic.
 * Test gamification logic.
 * Regression testing for MVP features.
## Phase 3: Advanced Features & Intelligence
**Goal:** Add powerful features like automated import, data insights, and smart suggestions.
* Task 3.1: Bank Statement Import:
 * Research and implement chosen method (Plaid API or CSV import).
 * Develop UI for managing connections/imports.
 * Focus on secure data handling.
* Task 3.2: Statistics & Analytics:
 * Develop screens for spending breakdowns, savings rate, debt progress.
 * Integrate charting library for visualizations.
* Task 3.3: Optimized Repayment Suggestions:
 * Implement Snowball/Avalanche method suggestions based on manually entered debt data.
 * *(Future AI Enhancement: Explore simple AI/ML models for personalized suggestions if feasible)*.
* Task 3.4: Phase 3 Testing:
 * Test import functionality thoroughly (various file formats/API responses).
 * Verify accuracy of statistics and suggestions.
 * Security audit for financial data handling.
## Phase 4: Polish & Refinement
**Goal:** Improve the overall user experience, visual appeal, and accessibility.
* Task 4.1: UI/UX Refinement:
 * Conduct thorough review of all user flows.
 * Apply Material Design 3 guidelines consistently.
 * Add meaningful animations and transitions.
 * Ensure adaptive layouts work flawlessly.
* Task 4.2: Accessibility Review:
 * Test with TalkBack.
 * Ensure adequate touch targets, contrast ratios.
 * Provide necessary content descriptions.
* Task 4.3: Performance Optimization:
 * Profile app performance (startup time, UI smoothness, battery usage).
 * Optimize database queries and background tasks.
* Task 4.4: Phase 4 Testing:
 * Usability testing.
 * Accessibility testing.
 * Performance testing.
## Continuous Tasks (Throughout Development)
* Security: Regularly review security practices.
* Testing: Write tests concurrently with features. Maintain test suites.
* Documentation: Maintain `README.md`, `CHANGELOG.md`, KDoc comments.
* Dependency Management: Keep libraries updated.
* Version Control: Use Git effectively (feature branches, commits, PRs).
* User Feedback: Collect and incorporate feedback after MVP launch and subsequent releases.