munera-vaadin/README.md
2024-09-12 23:45:53 +02:00

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# Munera: Expense Tracking Application
## Overview
**Munera** is your go-to companion for managing expenses efficiently and effortlessly, whether you're tracking daily expenditures, managing recurring expenses, or keeping tabs on creditors and debtors.
Munera is built using **Java** with the **Spring** framework. It utilizes **Vaadin Flow** for creating modern web applications. The application uses a **PostgreSQL** database for data storage. **Maven** is employed as the build tool, while **JUnit** and **Mockito** are used for unit testing. **Spring Security** handles authentication, and **Apache Commons** to export data.
### Dashboard
![Dashboard](src/main/resources/pictures/dashboard.png)
### Expenses Grid
![Expenses Grid](src/main/resources/pictures/grid.png)
### People Grid
![People Grid](src/main/resources/pictures/people.png)
## Features
### 1. Expense Management
Easily create, read, update, and delete expenses with comprehensive details, including:
- **Name**: The name of the expense.
- **Date**: The date the expense occurred.
- **Category**: Assign categories to expenses for easier tracking.
- **Cost**: The amount spent.
- **Description**: Additional notes or details about the expense.
- **Period Interval**: Set the recurrence interval (e.g., 1, 2, 3, etc.).
- **Period Unit**: Specify the unit for the period interval (days, weeks, months).
- **Payer and Beneficiary**: Record who paid and who benefited from the expense.
- **Date of Payment**: The date when the payment was made.
- **Status of Expense**: Track the status of the expense (e.g., "Paid to Me", "Owed to Me", "Paid by Me", "Owed by Me").
### 2. Category Management
- Manage categories for better organization of expenses.
- Default categories are initialized on the first build of the application.
### 3. People Management
- Track expenses related to people and generate reports on amounts owed or owing.
### 4. Reporting and Analysis
- Generate reports to view expenses and debts by category or person.
- Visualize your expenses with built-in graphs.
### 5. Data Export
- Export your expense data to CSV format for external use and backup.
### 6. Upcoming Features
- **Income Tracking**: An upcoming feature to manage and track income efficiently.
## Installation
You can self-host Munera in two ways:
### Option 1: Manual Installation
1. **Compile and Run**: Download the source code, compile, and run the application manually with your preferred SQL database.
2. **Default Setup**: The first build will automatically create default categories and an admin user, as specified in the `application.properties` file.
### Option 2: Docker Installation
1. **Dockerized Setup**: Use the provided `Dockerfile` and `docker-compose.yml` files to deploy Munera using Docker.
2. **Configuration**: The first build will set up default categories and an admin user based on the environment variables in `docker-compose.yml`.
## Getting Started
Follow the steps below to get started with Munera:
1. **Clone the Repository**:
```bash
git clone https://github.com/yourusername/munera.git
cd munera
```
2. **Manual Installation**:
- Configure your SQL database.
- Adjust settings in `application.properties`.
- Build and run the application with Maven:
```bash
mvn clean install
mvn spring-boot:run
```
3. **Docker Installation**:
- Ensure Docker is installed and running.
- Use Docker Compose to set up Munera:
```bash
docker-compose up --build
```
## Feedback and Contributions
Contributions and feedback are welcome! Feel free to submit a pull request or open an issue on the [GitHub repository](https://github.com/filippo-ferrari/munera).