Banking-Management

Project for 533

Developers:

Alan Zhang && Yuyang Peng

Overview

The AZYY Bank Management System is a Python package designed to simulate a simple banking system with user and admin functionalities. It includes features such as user registration, client and admin management, investment handling, and more.

AZYY Bank Management System - Function Details

Overview

The AZYY Bank Management System is built with several functions to manage user and admin interactions, as well as investment handling. Here, we provide details about key functions in the system.

How to test?

Go to test.ipynb which is isolated from the requierd package "bank_management". Then run this file.

from bank_management import start

This block is used to import functional py file from the required package

start.main()

Then this block is used to start our program.

Continuous integration testing

We are using GitHub Action to help us test our package functions. The CI configuration file is stored in .github/workflow/, the screenshot of 75% coverage is attatched.

Things to notice about test files required in step 1

Before run the test file in subpackage investment, go to the 7th line manage_investment.py and delete a dot into this "from investment import investment,mortgage,zero_coupon_bond,government_bond" But when running test.ipynb or start.py, add the dot back.

Functions in start(for initialization)

clients_initialization()

• Description: Initializes client objects with sample data.

• Returns: A dictionary containing client objects.

admins_initialization()

• Description: Initializes admin objects with sample data.

• Returns: A dictionary containing admin objects.

investment_initialization()

• Description: Initializes an empty dictionary for investment objects.

• Returns: An empty dictionary for investment objects.

mortgage_initialization(), zcb_initialization(), gov_initialization()

• Description: Initializes dictionaries with sample data for different types of investments (mortgage, zero coupon bond, government bond).

• Returns: Dictionaries containing investment objects.

main()

• Description: The main function that runs the AZYY Bank Management System. It prompts the user to choose a role (new user, existing client, admin, quit) and handles the corresponding actions.

test()

• Description: A test function (currently commented out) that demonstrates the usage of the admin_login() function.

Usage

To use the functions in this system, follow these steps:

1. Initialize Clients, Admins, and Investments:

   • Call clients_initialization() to initialize client data.
   • Call admins_initialization() to initialize admin data.
   • Call investment_initialization() to initialize an empty investment dictionary.
   • Call mortgage_initialization(), zcb_initialization(), and gov_initialization() to initialize investment dictionaries.

2. Run the Main Function:

   • Call main() to start the AZYY Bank Management System.
   • Choose your role (new user, existing client, admin, quit) and follow the on-screen instructions.

3. Manage Personal Investments:

   • If the user chooses the "Existing client" role, they can manage personal investments using the personal_invest(c_new) function.

4. View All Investments:

   • Call show_all_investment(mortgage_dict, zcb_dict, gov_dict) to display details of all available investments.

5. Testing:

   • Call test() to run a test function (currently commented out).

Sample Data

Sample data for clients, admins, and investments is pre-initialized in the code.

License

This project is licensed under the MIT License.