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1650 - Youth Custodial IRA Portal

Full Stack website to inform about Custodial IRAs

Project Plan

Proposal & Schedule (target completion: Tuesday October 1)

  • Create proposal, review and signoff
  • Create plan and schedule

Discovery (target completion: Wednesday October 2)

  • UX best practices reading
  • Review various Chart js libraries - research and select two candidates for project - selected HighCharts.js for this project
  • Web page layout/UX idea research - review other sites for UX experiences, choose concepts to consider for this site - modeling roughly after moneyinstructor.com

Project Design (target completion: Thursday October 3)

  • Touch up proposal User Stories as needed
  • Create detailed User Stories for financial model/grid functionality
  • Document classes/methods needed
  • Drill in on page layout and flow design - whiteboard output
  • Data flow MVC conceptual understanding - outline how financial grid/chart will data flow will work - discuss with Arron or TA Thursday October 3

Preliminary - Development (target completion: Monday September 30)

  • Database built out via Sequelize, load seed data, create queries for reviewing data from workbench
  • Identify core CRUD routes needed and build out - test via Postman and/or localhost port browser

HMTL placeholder - Development (target completion: Wednesday October 2)

  • HTML route to render placeholder page with header and grid
  • HTML page calls API route to get hardwired pre built model data and render into table

Prototyping Development (target completion: Friday October 5)

  • Experiment with Charts js (or selected library: HighCharts.js) - in progress
  • Experiment with grid layout for rendering financial model(s)

Authentication (target start: Monday, October 14 / target completion: Tuesday October 15

  • See how Passport js can be utilized in this project ( read over the documentation/example on Saturday October 12 or Sunday October 13
  • Saved and Retrieved Models** (target start: Tuesday October 15 / target completion Wednesday October 17)
  • Modal or drop-down for opening a saved Model
  • Save Model logic

Define Core Development Server Side & Client Side tasks in more detail (target Sunday October 6)

  • See the Core Development - Server Side & Client Side October 15 sections below

Core Development - Server Side (target completion: Tuesday October 15)

  • Class/methods to support the financial modes (target completion: Monday October 7)
  • Post route to support (A) updating financial model in database and (B) returning financial model to client side (target completion: Tuesday October 8)
  • Add inflation to the model calculation
  • See white board to see if there are more

Core Development - Client Side (target completion: Tuesday October 15)

  • Initial Home page layout and flow scaffolding (target completion: Wednesday October 9)

  • Rendering of financial model (target completion: Friday October 11) - in progress

  • Need to refine element such as the axis headings the tool-tip layout, etc. - target for Tuesday October 15

  • Client side validation logic for user changes to financial model and calling of the Post route as changes occur (aiming to no require user to hit a submit button - this will not be able to be done for MVP, maybe later) (target completion: Monday October 14)

  • Finalized Home page content section - intro slides, educational components and links (target completion: Sunday October 12)

  • UX clean up (target start Thursday October 17 / target completion October 18 )

  • Clean up header and footerSweep thru CSS to refine the typography, colors used on graph plots, text contrasts

  • Add dynamic wallpaper attribution in footer so it matches the current wallpaper (target completion: Thursday October 17)

Final Beta Testing (target completion: Thursday October 17, 2019)

Code Freeze / Final Deployment (target completion: Friday October 18, 2019)

Presentation Prep (target completion: Friday October 18, 2019)

Follow-up Phase planning (target completion: Friday October 18, 2019)

  • Evaluate/prioritize any bug fixes needed Prioritize next-up Semi-Pro features, then Pro Define 10 day sprints for above

Presentation - Saturday October 19, 2019

  • Follow-up Sprints**Bug fixes and/or next-up features (target completion: Tuesday October 29, 2019)
  • Next-up features (target completion: Friday November 8, 2019T)
  • Next-up features (target completion: Monday November 18, 2019 )