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Splitbook - Portfolio Management App

Description

Initially started as a 2 week DDD challenge Splitbook is a Financial Portfolio Management corporate app developed as a part of building my personal application portfolio. This git repository should be treated as work-in-progress rather than the final product.

Running

The application is configured to run with a local instance of SQL Server 2014 Express, in order to setup the database run update-database from the nuget commandline to run the migrations. Once the database is set up simply compile and run from Visual Studio 2017. Username: DemoUser Password: Secret1#

Current Features

  • Add and Edit Contacts, Partners, Accounts, Portfolios, Widgets
  • List Contacts, Partners, Accounts, Assets, Exchange Rates, Portfolios and Tasks (w/ pagination, sorting and search)
  • Close Account, Contact, Partner
  • View Portfolio Details i.e Linked Partners and Assets with its prices
  • Calculate Portfolio Assets Holding Period Return
  • Download Pdf Reports from remote storage
  • Log into the system

Patterns and Practices Used

  • Domain Driven Design
  • Onion Architecture, Service Oriented Architecture
  • Unit of Work and Repository Patterns
  • SOLID
  • Revealing Module Pattern
  • IoC (Dependency Injection)
  • Minor: Data Transfer Object, ViewModel, Sitemap
  • Standard Gang of Four: Facade, Singleton, Factory, Decorator

Api

The application exposes a standard set of async crud REST services which allow interacting with the application and fetching json serialized data. A service is exposed for each aggregate root of the domain model. By default the service is hosted on the 60520 port i.e localhost:60520/ running from iis express.

All standard routes are prefixed with /api. example GET: localhost:60520/api/contacts/1

Dependencies

.NET

MVC 5, Entity Framework 6 (Code First), Web Api 2, AutoMapper, FluentValidation, Ninject, NUnit, log4Net, Identity Framework 2, Owin, Sitemap, Newtonsoft, Attribute Routing

JavaScript

jQuery, underscore.js, bootbox.js, datatables, bootstrap, moment.js

CSS

bootstrap, font-awesome, admin theme bootstrap metro ui

Tests

The tests should be run with reSharper, the project has low test coverage as TDD falls out of the scope of this exercise.