Description

This is a small full-stack application which enables the user to view and manage security movements utilising the Django and React frameworks.

Screenshots

home page
edit page
delete prompt

Business requirements

The main goal is for the user to be able to create, view, edit and delete security movements.

A security movement is just a way of describing the buying or selling of shares in a company, for example, if John sells 200 shares in Company XYZ to Mary, they are participating in a "security movement" for 200 Company XYZ shares.

There are 3 different types of security movements:

• Allotment (eg, Company XYZ sells John some shares)
• Redemption (John sells his shares back to Company XYZ)
• Transfer (eg, John sells his Company XYZ shares to Mary)

A security movement always has a quantity (aka numer of units) and a price.

Developing

This project was bootstrapped with Create React App for the frontend and django-admin startproject for the backend.

Frontend

In the frontend directory, you can run:

1. npm install to install required packages
2. npm run start to run the app in the development mode.
3. Open http://localhost:3000 to view it in your browser.

The page will reload when you make changes. You may also see any lint errors in the console.

Proxying API requests to the django app http://localhost:8000 has been set up in the package.json to avoid CORS issues as per https://create-react-app.dev/docs/proxying-api-requests-in-development/

Backend

In the backend directory, using a python 3.8+ environment run the following commands to set up the project.

1. pip install -r requirements.txt to install the python requirements
2. python manage.py migrate to run the initial database migrations
3. python manage.py runserver to run the development server on http://127.0.0.1:8000/api/v1/movements/

Criteria

1. As the user I should be able to view all the security movements in a table list view
   1. The table should have a column for each field listed below and a column that contains the edit and delete buttons
      1. ID - id
      2. Security movement type - security_movement_type
      3. Buyer - buyer
      4. Seller - seller
      5. No. of units - no_of_units
      6. Price per unit - price_per_unit
      7. Actions - Buttons for editing and deleting
2. As the user I should be able to create a new security movement
   1. The create form should be shown by clicking a button labelled Create from the list view
   2. security_movement_type, no_of_units and price_per_unit are all mandatory fields
   3. security_movement_type can only be one of the following values
      1. Transfer
      2. Redemption
      3. Allotment
   4. If the security_movement_type is Transfer then both buyer and seller fields are mandatory
   5. If the security_movement_type is Redemption then the seller field is mandatory and the buyer field should be hidden and its value empty
   6. If the security_movement_type is Allotment then the buyer field is mandatory and the seller field should be hidden and its value empty
   7. no_of_units must be an integer greater than zero
   8. price_per_unit must be an integer greater than zero
3. As the user I should be able to edit a security movement
   1. The edit form should be shown by clicking an edit button from each row of the table in the list view
   2. The edit form validation logic is the same as the create form validation logic listed above
4. As the user I should be able to delete a security movement
   1. When the user clicks the delete button on a particular security movement they should be prompted if they are sure they want to delete the security movement and be able to confirm or cancel the action