Fintech System

This is built using Django and Django Rest Framework.

Problem Statement:

This system is called a Fintech System because it is the primary function of basic fintech app that lets user invest and have rights to withdraw their invest anytime; although admin must proccess any transaction before user can make another one.

Available Routes:

Authentication Routes

• Register: User can register and sends user a verification token.
• Login: User can log in with the right information.
• Confirm-Email: User can send a confirmation email to their email address.
• Reset-Password: User can reset password by sending a reset password email token.
• Logout: User's token will be deleted when they log out.

Investment Routes

• Investment: User can deposit money to the wallet. The only restriction is that the admin must process the transaction before user can make a new transaction.
• Status: Users can check the status of their last deposit transaction.
• Total Amount: Users can check the total amount of all deposit transactions in the wallet.

Withdraw Routes

• Withdraw: User can withdraw money from their wallet. The only restriction is that the admin must process the transaction before user can make a new transaction.
• Status: Users can check the status of their last deposit transaction.
• Total Withdraw: Users can check the total amount of all withdraw transactions in the wallet.

Other Routes

• Balance: Users can check the balance of wallet.
• Transaction: Users can check their transaction records.

Pending Routes

• notifications with signal (in progress): Users will get notified of their current transactions.
• KYC verification (in progress): Users will need to verify their identity before they can create an account.

What I learned from this project

• Always put important information in .env variables. You can use it in your codebase this by installing the python-dotenv() then call it in settings.py. You set it by passing os.getenv("name_ofinformation")
• When you create an API to save transactions for a user, use .save() Failure to do so, Information will be validated, and it will give a success message but won’t be held to DB because there is no User to save the info to.
• When creating SMTP server on gmail, make sure to set an app password first. then use that as your password.
• When you run into a difficult error, talk to your mouse about the problem and a solution will pop up. Trust me! Or copy the error message to the browser.

Note: You will need to set SMTP authentication details to send email to users for authentication purposes.