Pressank
Project under construction
Project description
The project consists in the development of a money loan system for employees of a company with multiple branches. This system is designed to facilitate the management of loan applications, approval, disbursement and payment of quotas, providing an efficient and accessible solution for employees who wish to access financing.
Project objectives
- Facilitate the loan process:
- Allow employees to request loans in a simple and fast way through a friendly interface.
- Efficient request management:
- Provide treasury employees with the necessary tools to evaluate and manage applications effectively.
- Payment control:
- Implement a system that registers and controls fees, including notifications for delinquency.
- Report generation:
- Offer detailed reports that help administration to analyze the loans granted, pending amounts and the financial situation of employees.
Project functionalities
Main role:
- Manage users (CRUD):
- Create, read, update and delete users in the system.
- Assign access levels (main role, treasury, employee).
- Audit accesses:
- See the entry and exit history of all system users through the audit log.
- Manage branches and employees (CRUD):
- Create, read, update and eliminate branches.
- Manage employees assigned to branches.
- Total request for requests and loans:
- See all requests and loans made by employees.
- Approve or reject any loan application.
- Generate global reports:
- Generate reports such as:
- Total borrowed by municipality.
- Total borrowed by branch.
- List of delinquent employees and how much they owe.
Role Treasury:
- Manage loan requests:
- Visualize all loan requests pending approval.
- Evaluate applications based on the position of the employee and the amounts requested.
- Approve or reject loan applications according to the established rules (amount limits according to charge).
- Manage loans (crud):
- Once an application is approved, generate the corresponding loan.
- Disburse the loan directly into the employee's account on the 3rd day of the following month.
- Generate treasury reports:
- Generate reports related to:
- Total borrowed by branch.
- Total borrowed by municipality.
- See Employee Statement:
- Consult the status of employee loans (pending quotas, payments made).
Role employed:
- Make loan requests:
- Create loan applications from your job.
- Define the requested amount and the period (24, 36, 48, 60, 72 months).
- Consult the status of your requests (slope, under study, approved, reprobated).
- Consult the status of your loans:
- See the current status of your loans: payment dates, number of quotas, quota value.
- Register payments:
- Once the payment of the share in the bank is made, enter the system to register the payment, providing:
- Loan number.
- Paid quota.
- Date of payment.
- Paid value.
- Consult personal reports:
- Generate reports on your account status and payments made.
Layer architecture
- BusinessLayer
- This layer contains all the application's business logic. It is responsible for processing the rules and operations necessary for the management of loans, applications, payments and data validation. It is ensured that the business rules are applied correctly when processing user applications and interacting with the data. This layer acts as an intermediary between the presentation layer and the data layer, providing the necessary services for the application.
- Datalayer
- Also known as the data access layer, this layer is responsible for interacting directly with the database. It is responsible for performing raw operations (creating, reading, updating, deleting) on the database tables. This layer abstracts data access logic and provides methods for the business layer to interact with the database efficiently, ensuring that the data is stored and recovered correctly.
- Entitylayer
- The entity layer represents the classes that correspond to the tables in the database. Each entity reflects an object of the real world and encapsulates related data and behaviors. In the context of the loan system, entities may include classes such as employee, application, loan, payment, and user . This layer defines the structure of the data that will be handled in the application and can include methods to manipulate this data.
- PRESENTATIONLAYER
- The presentation layer is the application user interface. Its function is to facilitate the interaction between the user and the system. Here the screens, forms and menus are designed that users will use to perform actions such as request loans, consult the status of their accounts or generate reports. This layer is responsible for capturing the user's entrance and showing the exit, acting as a bridge between business logic and the end user.
Technologies used in the backend
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Microsoft Visual Studio 2022 : Microsoft Visual Studio 2022 is an advanced and versatile integrated development environment. -
C# : C# is an object -oriented programming language, developed by Microsoft. -
SQL Server : SQL Server is a relational database management system developed by Microsoft. -
HTML Help WorkShop : HTML Help Workshop is a Microsoft tool to create help files (.CHM) for Windows applications.
Technologies used in the border
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.NET Framework : .NET Framework is a development platform to create and run Windows applications. -
FontAwesome.Sharp : Fontawesome.sharp is an icon library for .NET applications, which allows you to use Font Awesome icons in desktop and web applications.
Authors
Contributors
