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PhilShishov/DataGate

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Project Introduction

"DataGate" is a Fund Management Software and consists of two parts:
DataGate Web
DataGate Report Project-Architecture

Table of contents

DataGate Web

https://pharusdatagate.com

UserPanel

An internal web application for managing more than 250 funds.

★ Increased operational efficiency
Dealing with separate teams, processes and data sets can be challenging
and time-consuming (Gartner). Having a single source of data will save users'
time and increase team operational efficiency.

★ Automate parts of the Risk and Legal department

★ Efficient allocation management
A full data view provides depth and detail - you can move
from a library view to an individual asset level view.

Status

Build Status Build status GitHub license

General Info

The application can display NAV reports on chosen time period and
detailed information about the UCITS and AIF handled by the management company such as:

  • General related entity view
  • Sub entities
  • Timeline changes
  • Timeseries AuM charts
  • All related documents
  • All related agreements
  • Fees related to agreements

Registration

Registration is only possible through email invitation and confirmation.
A guest account has been set-up for free use.

Username: datagate.guest
Password: datagate.guest
https://pharusdatagate.com

Technologies

  • IDE - Visual Studio 2019, VS Code
  • Framework - ASP.NET Core 5.0
  • Version Control - Git, TortoiseGit, GitHub
  • DevOps - Application Insights, Azure Pipelines
  • Hosting and File Storage - GoDaddy WebWiz, Web Deploy
  • Project Management - Jira, Trello - link
  • Code review, StyleCop

Database

Backend

  • C# .NET 5.0
  • 5 Areas, 17 Controllers, 29 Services
  • Design Pattern - DAO, DI, TAP, MVC, REST, Repository, SOLID
  • Also build with:
    • SendGrid
    • AutoMapper
    • IStringLocalizer/IHtmlLocalizer
    • EPPlus
    • itext7
    • Full-text search
    • SignalR Core

Client-side

  • RAZOR, JavaScript
  • Libraries - jQuery, Ajax, Bootstrap, DataTable, Chart, Chosen, Moment, Slick, SweetAlert, Browser-Update, Cookie
  • Libman, Bundle, WebCompiler
  • SASS/CSS3, HTML5 (SVG, Canvas, localStorage)

Testing

Security

  • ASP.NET Core
  • X-CSRF
  • Cross-site Scripting (XSS)
  • Antiforgery
  • Overposting
  • HTML Sanitization
  • SQL Injection
  • SSL
  • ReCaptcha
  • Browser Update

GDPR

Functionality

Logged in Users

Users in role "Legal"

Administrators

  • All the functionalities of legal user
  • Create, edit and delete user
  • Have access to view users panel

DataGate Report

DataGate Report - .NET Core application running on SFTP Server.

The main function is automatic feeding of data into an internal database by the Fund Admin (Asset under management, Subscription, Redeption, Net asset value, Fee) Data-Manipulation-Layer

Documentation

Code Metrics Processor

Responsive Web Design

All Views

Business-Layer Application-Architecture Application-Structure

History

2021-01-02 Published DataGate version 20.2.2 with ASP.NET 5.0.1

2020-10-30 Updated to ASP.NET Core 3.1.9

2020-10-12 SFTP Data Manipulation Layer - DataGate Report

2020-09-02 Updated to ASP.NET Core 3.1.7

2020-07-14 Updated to ASP.NET Core 3.1.6

2020-06-22 Published DataGate version 20.2.1

2020-02-28 Published DataGate version 20.1.1 with ASP.NET Core 2.1

License

This project is licensed under the MIT License

Contact

👦 Philip Shishov

🤝 Contributing

Contributions, issues and feature requests are welcome!

👨‍🚀 Show your support

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