Developer Requirements
Developer Requirements
1. Introduction
This document outlines all the technical and functional requirements that are necessary for the development of a new software application or system. By doing so, it guarantees that every stakeholder involved in the project, from developers and project managers to end users and investors, possesses a clear and unified comprehension of the project's objectives, scope, and expected deliverables.
2. Project Overview
2.1 Project Description
A. Objective: Develop a mobile application to manage personal finances. The app will offer expense tracking, budget management, financial reporting, and integration with bank accounts for automatic transaction imports.
B. Background: Existing finance management tools are either too complex or lack essential features. This application aims to provide a simplified, user-friendly experience that addresses these gaps.
C. Stakeholders:
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End Users: Individuals looking for efficient personal finance management.
-
Project Sponsors: Financial technology firm funding the development.
-
Development Team: Comprising software engineers, UX/UI designers, quality assurance testers, and product managers.
2.2 Scope
A. Inclusions:
-
Secure user registration and login functionalities
-
Comprehensive expense tracking and categorization
-
Budget creation and monitoring features
-
Detailed financial reporting and analytics
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Integration with external banking services for transaction data import
B. Exclusions:
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Investment tracking
-
Tax computation functionalities
C. Deliverables:
-
Fully functional mobile application for iOS and Android platforms
-
User and technical documentation
-
Deployment and support plan
3. Functional Requirements
3.1 User Requirements
User Stories
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As a user, I want to securely register and log in, so that I can access my personal finance data safely.
-
As a user, I want to categorize my expenses, so that I can analyze my spending patterns.
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As a user, I want to set and track budgets, so that I can manage my finances within defined limits.
Use Cases
|
Use Case ID |
Description |
Actors |
Preconditions |
Postconditions |
|---|---|---|---|---|
|
UC001 |
Enables new users to create an account. |
User, System |
None |
User account is created |
|
UC002 |
Allows registered users to access their accounts. |
User, System |
The user must be registered |
User is logged in |
|
UC003 |
Users can enter and categorize their expenses. |
User, System |
User must be logged in |
Expense entry is recorded and categorized |
|
UC004 |
Users can create and manage budgets. |
User, System |
User must be logged in |
Budget is set up and monitored |
|
UC005 |
Users can generate and download financial reports. |
User, System |
User must have recorded transactions |
Report is generated and available for download |
4. Technical Requirements
4.1 System Architecture
-
Frontend: Built using React Native to ensure cross-platform compatibility for iOS and Android devices.
-
Backend: RESTful API developed with Node.js and Express to handle business logic and data operations.
-
Database: PostgreSQL is used for robust and scalable data storage.
External Services:
-
Plaid for integrating with bank accounts and fetching transaction data.
-
Stripe for secure payment processing.
4.2 Technology Stack
|
Component |
Description |
Technology |
Version |
|---|---|---|---|
|
Frontend |
Mobile application interface |
React Native |
0.71.0 |
|
Backend |
Server-side logic and API |
Node.js, Express |
18.x |
|
Database |
Structured data storage |
PostgreSQL |
14.x |
|
External Services |
Integration with financial services |
Plaid, Stripe |
- |
|
Deployment |
Application deployment and cloud services |
Docker, AWS |
- |
|
Testing |
Testing frameworks and tools |
Jest, Mocha |
28.x |
5. Performance Requirements
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Response Time: The application must respond to user actions within 1 second to ensure a smooth user experience.
-
Throughput: The system should support up to 1000 concurrent users without significant performance degradation.
-
Scalability: The system architecture must support horizontal scaling to handle increasing user loads seamlessly.
6. Security Requirements
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Data Encryption: Implement AES-256 encryption for data at rest and TLS 1.2 or higher for data in transit.
-
Access Control: Use Role-Based Access Control (RBAC) to enforce least privilege access principles.
-
Authentication: Support OAuth 2.0 for secure user authentication and authorization.
7. User Interface Requirements
7.1 UI/UX Design
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Consistency: Ensure a cohesive design throughout the application with consistent color schemes, typography, and button styles.
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Accessibility: Design the application to be accessible, including support for screen readers and high-contrast modes for users with visual impairments.
-
Responsiveness: Optimize the user interface for various screen sizes and orientations to provide a seamless experience across different devices.
7.2 Wireframes and Mockups
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Login Screen: Includes fields for username and password, with additional options for password recovery and user registration.
-
Dashboard: Displays a summary of key financial metrics, recent transactions, and budget status in a clear, user-friendly layout.
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Expense Entry: Features a form for inputting expense details, including amount, category, and notes, with an intuitive submit button.
8. Integration Requirements
8.1 External Interfaces
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Payment Gateway: Integrate with Stripe to handle secure transactions and payments.
-
Email Service: Use SendGrid for sending automated transactional and promotional emails.
-
Bank Integration: Implement Plaid API to allow users to import transactions directly from their bank accounts.
8.2 API Specifications
|
API Endpoint |
Description |
Method |
Response Format |
Authentication |
|---|---|---|---|---|
|
/api/login |
User authentication |
POST |
JSON |
OAuth 2.0 |
|
/api/expenses |
Adding and retrieving expenses |
POST/GET |
JSON |
Bearer Token |
|
/api/budgets |
Creating and managing budgets |
POST/GET |
JSON |
Bearer Token |
|
/api/reports |
Generating and downloading financial reports |
GET |
|
Bearer Token |
9. Testing Requirements
9.1 Testing Strategy
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Unit Testing: Test individual components to verify their functionality.
-
Integration Testing: Ensure that integrated components work together as expected.
-
System Testing: Conduct end-to-end testing of the complete system to validate overall functionality.
-
User Acceptance Testing (UAT): Engage actual users to validate that the system meets their needs and expectations.
9.2 Acceptance Criteria
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Functionality: All functional requirements must be correctly implemented and tested.
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Performance: The application must meet established performance benchmarks.
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Security: The system must adhere to security standards and pass all relevant security tests.
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Usability: The user interface must be intuitive, user-friendly, and offer a positive user experience.
10. Deliverables
-
Technical Documentation: Comprehensive documentation covering system architecture, API specifications, and integration details.
-
User Manuals: Detailed guides for end-users, including setup instructions and troubleshooting tips.
-
Final Release: A complete, fully functional mobile application available for download on iOS and Android platforms, along with deployment and support plans.
