Transaction Management System

A basic web application for managing financial transactions with role-based (maker-checker pattern) access control, powered by Angular, Node.js/Express, and MongoDB.

More Info : Link

Features

User Roles

Role	Permissions
Maker	Can create, edit, and soft-delete transactions.
Checker	Can accept or reject transactions.
Admin	Possesses all permissions of both Maker and Checker roles (create, edit, soft-delete, accept, reject).

Functions Support

• Full lifecycle support for transactions: Create, Edit, Accept, Reject, Soft-Delete.
• Interactive Grid (AG-Grid)
  • Dynamic data display with:
    • Sorting
    • Pagination
    • Custom cell rendering
    • Real-time updates

Filtering & Search

• Global search functionality across multiple fields.
• Status tabs: PENDING, ACCEPTED, REJECTED, DELETED.
• Advanced sidebar filters:
  • Transaction reference number
  • From/To Account selection
  • Date range (e.g., custom, this week, last month)

Mass Actions

• Multi-row selection for bulk operations:
  • Maker: Bulk soft-delete.
  • Checker/Admin: Bulk accept or reject.

Screenshots

Login Page	Checker Dashboard with Pending Transactions

Checker Dashboard with Accepted Transactions	Checker Dashboard with Rejected Transactions

Checker Dashboard with Deleted Transactions	Transaction History Timeline

Transaction Creation form	Transaction Overview in Sidebar

Technologies Used

Component	Technology
Frontend	Angular (with TypeScript)
UI Components	AG-Grid, PrimeNG (for enhanced UI elements like Timeline, Cards)
Backend	Node.js with Express.js
Database	MongoDB Atlas

Setup & Run

1. Clone the repository

   git clone https://github.com/hahaanisha/maker-checker
   cd maker-checker

2. Install Node.js dependencies for both frontend and backend

   # Ensure you are in the root directory where package.json is located
   npm install

3. Configure MongoDB Connection (Backend)

   • Open server.js and ensure the MONGODB_URI is correctly set to your MongoDB Atlas connection string.
   • Example:

     const MONGODB_URI = 'mongodb+srv://<username>:<password>@cluster0.hp6v7gu.mongodb.net/?retryWrites=true&w=majority&appName=Cluster0';

4. Start the Backend Server

   • Open a new terminal window/tab in the project root

   node server.js

5. Start the Frontend (Angular) Development Server

   • Open another new terminal window/tab in the project root

   ng serve --open

   • The application should automatically open in your browser at http://localhost:4200/

Default Credentials

For testing purposes, the following default users are created automatically on the first run of the backend:

email	pwd	role
anisha2@gmail.com	anisha	Admin
anisha1@gmail.com	anisha	Maker
anisha@gmail.com	anisha	Checker