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ASP.NET & React webapp for retirement planning (2023)

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Humeum

Humeum is a webapp for retirement planning. The project had an emphasis on the backend, where I tried out a lot of new technologies (ASP.NET, EF) & design patterns (DDD, CA). The frontend was an afterthought and it's not code I'm particularly proud of.

Features

  • Financial simulations. Income and expense tracking throughout time. Calculations accounting for income taxes and tax discounts.
  • Simple premade security options (index funds, III pillar funds, bonds) with configurable asset allocation ratios, as well as custom asset type creation.

Tech

  • ASP.NET backend following Clean Architecture (with a few specks of dirt), (compromising) CQS, OpenAPI REST, result objects, and (mostly) domain-driven design.
  • Backend: EF Core, ASP.NET Identity with JWT, MediatR, AutoMapper, xUnit, and PostgreSQL.
  • Frontend: Webpack, React and React Router. Apache ECharts for data visualization. TailwindCSS and MUI for styling.
  • Deployment: CI/CD with Docker Swarms (& nginx in production).
  • Future plans may include trying out tech like RabbitMQ, GraphQL, Moq, load balancing, SSR, event sourcing, etc.

Testing

  • Unit tests for the domain model.
  • Integration tests for the application services (queries/commands) with mocked infrastructure services (e.g. authentication) and an in-memory database.
  • Integration tests for the web controllers through a test server & HTTP client with an in-memory database.

Design

The project is composed of four layers: domain, application, infrastructure, and presentation. The domain layer consists of rich domain objects that double up as EF entity models, but are themselves ignorant of EF, thanks to Fluent API configuration in a higher persistence-aware layer. Domain objects are organized into aggregates. Enumeration classes and ValueObjects are used extensively to store enumeration data in reference tables and encapsulate domain validation, respectively.

The application layer describes the use cases for our domain. It is composed primarily of queries and commands that perform application-specific validation and work with domain objects and their methods. This layer also contains interfaces for classes that are implemented and provided through dependency injection in the infrastructure layer.

The infrastructure layer contains all the implementations that the application layer needs, such as persistence, authentication, and other external services. ValueObjects are interpreted as owned entities and merged into a single table.

Finally, the presentation layer, which is where ASP.NET is configured, depends on the application layer but not the infrastructure layer (although it does reference it for DI configuration). The presentation layer contains all the controllers & filters, as well as the application entry point.

When a request is received, it first runs through authentication/authorization middleware and our controller filters. After model binding is successfully performed, the controller sends a request through MediatR that arrives at a command/query handler, where further validation and business logic is performed (through infrastructure services & domain methods). Finally, a mapped DTO is returned wrapped in a result object and passed back to the controller. Soon after, the controller returns a result that is converted into a valid HTTP response by filters.

Setup

Development setup

  1. Fully configure appsettings.json
  2. Apply migrations with cd server/src && dotnet ef database update -s Web -p Infrastructure
  3. Run backend tests with cd server && dotnet test
  4. Run the backend ASP.NET Web project with cd server/src && dotnet run --project Web
  5. Run the frontend React project with cd client && npm install && npm run server (a proxy to the backend REST API will be added at localhost:port/api/)

Production setup

  1. Create a valid .env file based off the .env.example template
  2. Configure appsettings.json non-sensitive data (the rest is in .env)
  3. Run the docker-compose up command

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ASP.NET & React webapp for retirement planning (2023)

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