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Expense Tracking System

Designed and documented complete expense module scope: use cases, system architecture, flowcharts, ERD, implementation plan, and testing/edge cases. Includes sequential multi-level approval, paid-out handling, and final reclassification.

Requirements

Mapped complete product scope and user journeys for dashboard, policy, finance, inbox, and mobile.

  • Role-based use cases and permissions
  • Clear request and approval status definitions
  • Business rules for category and approval lifecycle
Architecture

Defined service boundaries and integration points for expense flow, approvals, files, and notifications, where Setting is reference-only and not tightly coupled to Expense runtime operations.

  • Setting data is used as reference metadata only
  • No tight coupling between Setting and Expense module behaviors
  • Web and mobile client channels
  • Workflow and notification orchestration
  • Security and audit boundaries
Workflow

Designed sequential approval lifecycle with immutable snapshots and controlled finance transitions.

  • Up to 4 approvers in strict order
  • Approval to paid-out lifecycle transition
  • Policy-change safety rules
ERD

Created a relational model covering categories, policy mapping, expenses, approvers, and file attachments.

  • Loose coupling via request-time approver snapshot
  • Policy updates do not mutate existing expense records
  • Attachment + proof-of-payment traceability
Implementation

Prepared phased rollout plan with API tasks, UI tasks, permissions, and migration strategy.

  • Dashboard + mobile delivery slices
  • Feature-ready validation gates
  • Safe rollout checklist and fallback
Testing

Specified unit, integration, and E2E coverage with high-risk edge cases.

  • Sequential approval race-condition checks
  • Policy updates do not impact existing expenses
  • Paid-out and finance field access guards