CS 542 Database Management Personal Financial Planner Project

CS 542 Database Management Personal Financial Planner Project Progress Presentation Jonathan Perreault 11/11/04 11/11/2004 1

Project Concept • Personal Financial Planner Software Tool – Store/retrieve financial information – Database stored on WPI Oracle account – Provide java GUI for ease of use – Bridge java to Oracle and use JDBC API for data entries and queries 11/11/2004 2

ER Model name userid odate idate source Operator Income balance damount Deposit accountfrom type Withdraw wamount accountid accountto tdate Transfer Account userid tamount pamount Pay Make type pdate Payment mamount Taxes year 11/11/2004 type 3

Database Design • Primary Key Issue – Add dates to most primary keys to allow for multiple transactions with the same account • Participation constraints – Combine Pay and Taxes from ER model into one table – Primary keys on Make and Deposit tables for at most one transactions • Triggers, Assertions, and Check Constraints 11/11/2004 4

User Interface • Login – Username and password • Data entries – Pull down menu with options – Text fields to insert data • Queries – Combination of built in and user defined 11/11/2004 5

Queries • Three Types: 1. Predefined common queries 2. Predefined queries with user input 3. User defined queries 11/11/2004 6

Research • • Java and JDBC Bridge java to Oracle database GUI development Triggers 11/11/2004 7

Current Status • Made design improvements • Created SQL tables in Oracle account • Researched java, JDBC API, GUI Development, and Bridging java to Oracle • Performed simple data entries and queries of database from java code using JDBC • Began GUI development • Began query development 11/11/2004 8

Completion Plan • 5 Weeks – Week 1: Trigger research and development along with assertions and check constraints – Week 2 -3: Code and query development for more polished product – Week 4: Write-up and Presentation – Week 5: Last minute enhancements 11/11/2004 9