xpenz

Using LESS, coffeescript, Meteor, MongoDB.

Getting started

Make sure you have meteor installed:

curl https://install.meteor.com | /bin/sh

Required Settings

You will need:

• S3 bucket
• Dwolla API key/secret

run.sh

#/bin/bash

# AWS Config
export XPENZ_S3_KEY="this thing"
export XPENZ_S3_SECRET="that thing"
export XPENZ_S3_BUCKET="the other thing"

# Dwolla Config
export DWOLLA_KEY="wat"
export DWOLLA_SECRET="sshhhh"

# Custom Domain
export ROOT_URL="http://localhost:3000"

# Mail Functionality
export MAIL_URL="smtp://your_username:[email protected]:587"

meteor

E-Mail Notifications

In order for e-mail notifications to work, you must set a valid SMTP host to send mail through. If mail flow does not work even with a valid SMTP host, it is probably because you are not running xpenz from a box with a static IP or valid reverse-dns lookup. You can verify this via MxToolbox's reverse lookup utility.

Running

Clone the app and run it with:

chmod +x runapp.sh && ./runapp.sh

TODO

• add ability for user, accountant, superAccountant to edit expense
• add ability to change funding source for accountant and superAccountant

Stretch:

• since we want to encourage users to upload a receipt, and the receipt attachment process is the biggest pain point right now (need to click, browse, select, submit), optimize this by starting off with selecting multiple files, then creating a form for each, with the same Trip name. Step 1: add trip (or choose existing), step 2: select receipt files, step 3: fill out information, submit
• show total reimbursed
• show expenses that are already reimbursed in collapsed section
• show nice transition animation when expense is approved or denied
• allow undo when deleting expense
• allow undo when approving expense
• allow undo when rejecting expense
• implement accountant statistics view
• implement submit expense by Twilio MMS
• create Organization collection with access token of dwolla account to pay from. Employees have an Organization ID, and accountants and managers can only interact with employees of their organization
• auth using Google instead of Dwolla. Only accountants need Dwolla -- let them connect their account.