SYD366-Money Lab Solved

Christy’s business is taking off, and she’s trying to decide whether she should quit her salon day job and focus solely on her mobile business.  Her bank account looks good but at a glance, she can’t easily see which transactions are related to her mobile business or her day job.

She finds that at the end of the week, she’s using excel to record details from her bank account and credit card to figure it out.   Christy would like to record a description of the transaction indicating whether or not the transaction was income or expense and more details of what the transaction was for.  

Christy usually pays for supplies using her credit card.  Christy’s clients usually pay her in cash or by e-transfer.  

Once Christy’s business grows to $30,000 in sales, Christy will be required to collect and pay HST.  For this reason, Christy would like to know how much she’s paid and collected in HST.

 She’d like a more robust system than Excel to manage these details.

Your task is to read the User Story below and create a class diagram and sequence diagrams to support the scenario.


 

User Story

As the owner of this business, I would like to record my financial transactions so that I can quickly see how much money I’ve made and what I owe the government in HST.  For my purposes, my expenses subtracted from my income.

 

Acceptance Criteria:

1.      Must be able to query transactions by date and provide a total profit and total HST

2.      Differentiate between expenses and sales – provide a running total of sales – expenses

3.      Calculate the HST owed to the government by subtracting HST paid on expenses from HST collected on income.

 

 

Use Case Descriptions

 

Use Case Name
Create an income transaction
Triggering Event
Money coming into the business.
Brief Description
Allows the Owner to record an income transaction.
Actors
Owner
Related Use Cases
 
Preconditions
Owner has opened the Main Menu.
Post Conditions
Income transaction is saved and added to financial totals. 
Flow of activities
Actor
System
 
1.               
Requests to add a new income transaction
Displays a calendar

Prompts for description, transaction amount and HST amount
 
2.               
Selects the transaction Date

Enters the transaction description

Enters the transaction amount

 
Verifies that date is selected

Verifies that description and amount have been entered

Calculates HST 

Displays financial transaction

Prompts to save
 
3.               
Request to save
Saves the transaction and returns to the main menu
Exception Conditions
·        Owner chooses to cancel adding the transaction
 


 

 

Use Case Name
Create an expense transaction
Triggering Event
Money leaving the business.
Brief Description
Allows the Owner to record an expense transaction.
Actors
Owner
Related Use Cases
 
Preconditions
Owner has opened the Main Menu.
Post Conditions
Expense transaction is saved and added to financial totals. 
Flow of activities
Actor
System
 
4.               
Requests to add a new expense transaction
Displays a calendar

Prompts for description, transaction amount and HST amount
 
5.               
Selects the transaction Date

Enters the transaction description

Enters the transaction amount

 
Verifies that date is selected

Verifies that description and amount have been entered

Calculates HST 

Displays financial transaction

Prompts to save
 
6.               
Request to save
Saves the transaction and returns to the main menu
Exception Conditions
·        Owner chooses to cancel adding the transaction
 

 


 

Use Case Name
Query Financial Transaction
Triggering Event
Owner requires a list of transactions for a date period including Total Income, Total Expenses, Total Profit, Total HST collected, Total HST Paid, HST Owed
Brief Description
Allows the Owner to retrieve financial totals for a specified date range
Actors
Owner
Related Use Cases
 
Preconditions
Owner has opened the Main Menu.
Post Conditions
Financial transactions are retrieved, totaled and displayed 
Flow of activities
Actor
System
 
7.       
Requests to query financial transactions
Displays a calendar

 
 
8.       
Selects date range

 
Verifies that dates are selected

Retrieves transactions in the specified date range

Calculates and displays total sales, total expenses, Profit, total HST Owed. Prompts to exit
 
9.       
Request to exit
returns to the main menu
Exception Conditions
 
 

Your tasks: 

1.      Create a class diagram to support the above case study and Systems Use Case Specifications

2.      Create an object level sequence diagram, detailing the Create Income Transaction systems use case specification 

3.      Create an object level sequence diagram, detailing the Create Income Transaction systems use case specification

4.      Create an object level sequence diagram, detailing the Query Financial Transaction system use case specification.