Open Cap Stack - Progress Report for - 11-5-24

[urbantech]

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Progress Report for Today

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Project: Open Cap Stack
Date: 11-5-24
Prepared by: Toby Morning

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Overview

Today saw significant progress in enhancing the Open Cap Stack's Financial Report API. The team achieved a series of updates aimed at strengthening functionality, security, and test coverage across multiple modules within the API. Key areas of focus included the addition of new controllers, comprehensive testing, and refactoring existing components for consistency and improved maintainability.

Key Accomplishments

1. Financial Report API Enhancements:

   • Introduced three new controllers for handling various aspects of the Financial Report API:
     • Business Logic Controller: Manages core financial calculations, such as net income calculation, currency rounding, and reporting period validation.
     • Authorization Controller: Enforces user roles and permissions, validates API keys, and restricts access to reports based on ownership.
     • CRUD Controller: Provides full create, read, update, and delete functionality for financial reports, with enhanced validations and error handling.
   • Added a new data model for Financial Reports, incorporating fields like ReportID, Type, TotalRevenue, TotalExpenses, NetIncome, and timestamped EquitySummary.

2. Refactoring and Validation Updates:

   • Refined validation logic in controllers to ensure proper data integrity checks for fields, like TotalRevenue, TotalExpenses, and NetIncome.
   • Updated the database setup and teardown process in globalSetup.js for reliable test initialization, ensuring data isolation for each test run.
   • Enhanced the existing User and FinancialReport models to meet new project requirements and coding standards.

3. Testing and Quality Assurance:

   • Refactored test suites for clarity, including:
     • financialReportLogic.test.js: Focused on validation and accuracy of business logic, such as net income calculation and report period verification.
     • financialReportAuth.test.js: Tested access control measures, ensuring restricted access based on user roles, API key presence, and report ownership.
     • financialReportCRUD.test.js: Covered CRUD operations, with attention to ID uniqueness, update validations, and deletion cases for non-existent reports.
   • Executed tests successfully with all test cases passing, indicating robust functionality across all new and refactored features. The following test categories were completed with no issues:
     • Financial Calculations
     • User Permissions and Authorization
     • Validation Errors and Data Integrity
     • API CRUD Operations

4. Documentation and Commit Summary:

   • Documented new functions and updated the PR descriptions to reflect changes.
   • Committed all changes to GitHub in alignment with Semantic Seed Venture Studio Coding Standards, ensuring consistency with project guidelines.
   • Prepared detailed PR descriptions highlighting the rationale behind each update, the scope of changes, and the impact on overall functionality.

Next Steps

• Finalize documentation for new controllers and validation logic.
• Begin integration testing across interconnected modules to ensure smooth data flow.
• Plan for any remaining edge case tests and identify potential areas for performance optimization.

Summary

Today’s efforts have significantly bolstered the Financial Report API within Open Cap Stack, ensuring comprehensive functionality across business logic, data handling, and user authorization. The completed refactors and additional testing have provided a more robust and maintainable foundation, setting a strong precedent for future enhancements.

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