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Introduction

At TShirt Ventures, we help participants manage their National Disabilty Insurance Scheme funds. This involves deducting invoice balances from a participants fund and tracking how the spending over time.

In the /data directory there are two files.

  • plan.js has a participants plan.
  • invoices.js has that invoices that have been incurred against that participant.

Our web app needs to display some reports which you are about to build with us. 😀

Initial installation:

  • run yarn in the root directory, to grab jest and it's many, many dependencies.

Tests:

In the __tests__ directory, there are some tests that are ready to go. Run the tests with yarn test

Task 1: Totals Report

1_totalsReport.js | 1_totalsReport.spec.js

Our participants need a budget summary. Produce the following summary for all the invoices:

{
  initialBudget: 8760,
  invoicesTotal: 2310,
  remainingBudget: 6450,
}

Task 2: Category Report

2_categoryReport.js | 2_categoryReport.spec.js

We just realised we need to display the individual categories too! Produce the following summary for 3 months of invoices:

[
  {
    category: "Core Supports",
    code: 1,
    initialBudget: 4800,
    categorySpend: 1380,
    remainingBudget: 3420,
  },
  {
    category: "Home Care",
    code: 3,
    initialBudget: 2400,
    categorySpend: 618,
    remainingBudget: 1782,
  },
  {
    category: "transport",
    code: 15,
    initialBudget: 1560,
    categorySpend: 312,
    remainingBudget: 1248,
  },
];

Task 3:

3_spendTargetReport.js | 3_spendTargetReport.spec.js

The plan budget is for 12 months. The invoices are for January, February and March.

Create a report to show whether a category is 'overspent', 'underspent' or 'ontrack' for the period of January thru March.

[
  {
    category: "Core Supports",
    categorySpend: 1380,
    code: 1,
    initialBudget: 4800,
    remainingBudget: 3420,
    target: "OVERSPEND",
  },
  {
    category: "Home Care",
    categorySpend: 618,
    code: 3,
    initialBudget: 2400,
    remainingBudget: 1782,
    target: "ON_TRACK",
  },
  {
    category: "transport",
    categorySpend: 312,
    code: 15,
    initialBudget: 1560,
    remainingBudget: 1248,
    target: "UNDERSPEND",
  },
];