Finance
Finance Info Box
Finance Service – Functional Description
The Finance microservice is a comprehensive financial management and tracking system designed to help UMKM-er monitor income, expenses, cash flow, and overall financial health with integrated inventory cost tracking.
Core Features:
1. Financial Overview Dashboard
Real-Time Financial Metrics:
Total Income – Aggregated revenue from all income sources
Total Expenses – Combined expenses including:
Basic transactions (expense type)
Weekly inventory orders (auto-calculated)
Current Balance – Net position (Income – Total Expenses)
Color-coded indicators (green for positive, orange/red for negative)
Weekly Inventory Integration:
Automatically calculates weekly order costs from inventory_reminders
Uses expected_delivery_at or falls back to reminder_at
Shows breakdown: Base expenses + Weekly orders
Updates based on current week or anchor week (from Payment module)
2. Transaction Management System
Transaction Types:
Income Transactions:
Regular income entries
Crowdfunding contributions
Manual income recording
Tracked separately from expenses
Expense Transactions:
Direct expense entries
Recorded in transactions table
Separate from inventory-based costs
Transaction Data:
Title/Description
Amount (Rupiah)
Type (income/expense/crowdfunding)
Creation timestamp
User ownership (user_id)
3. Income Management Module
Dedicated Income Page (/income):
Features:
View total income across all sources
Add crowdfunding entries manually
Track income vs expenses
See current balance
Filter income transactions only
QRIS activation for digital payments
Crowdfunding Support:
Manual entry via text field
Instant validation and processing
Success notifications
Automatic refresh after entry
Separate transaction type for tracking
