Documents Module

| Issues | Project Plan |

1. Overview(TODO)
   1.1 Use Case Diagram(TODO)
2. User Stories(TODO)
3. UI Design(TODO)
   3.1 Screen Mockups(TODO)
4. Database Schema(TODO)
   4.1 Overview: Entity Relationship Diagram(TODO)
   4.2 Detailed: Entity Relationship Model(TODO)

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Overview

TODO

Use Case Diagram

TODO

User Stories

• Manage Documents

  • Create Document - See Issue #98
  • Get Document List - See Issue #124
  • Update Document - See Issue #132
  • Seperate company and personal file stores
  • Ability to backup files to another file store.
  • Track document date against each document, used to group by chronological year folder in the store and give the file name a sort order.

• Document Integration

  • Tie a document to a Tax Year
  • Identify statement date from bank statement PDF

• Import Documents

  • Watch a file location for new documents and prompt to import.
  • Identify and categorise files based on original file name and extension, date and file content.

My Example User Story

Feature: Feature name
# As a <actor>
# I want to <functionality>
# So I can <business benefit>

UI Design

a - Example Screen Name

Screen Mockups

Example Screen Name

TODO

Database Schema

See https://dbdiagram.io/d/5f52468088d052352cb5fdef or click the thumbnail below:

Fig 1. Database Entity Relationship Diagram for the Admin Assistant Documents Module - (Click for larger size)