A Salesforce App for keep track of Shared bills
Shared bills is a personal project to keep track of my individual and shared expenses, borns from the necessity to keep track of shared expenses easily without unnecessary or complicated stuff. With a mobile-first approach, SB takes advantage of the LWC framework to allow complex data entry in a natural way.
The goal is to keep track of the daily expenses specifying who paid and if it’s shared or individual, at the end of the month, a report is generated and send it via email with the summary of each user expense and status of who owes money to whom.
The Shared Bills app provides the following features:
Set up your environment. Follow the steps in the Quick Start: Lightning Web Components Trailhead project. The steps include:
If you haven’t already done so, authorize your hub org and provide it with an alias (myhuborg in the command below):
sfdx force
web:login -d -a myhuborg
Clone this repository:
git clone https://github.com/lucam75/SharedBills
cd SharedBills
Create a scratch org and provide it with an alias (SharedBills in the command below):
sfdx force
create -s -f config/project-scratch-def.json -a SharedBills
Push the app to your scratch org:
sfdx force
push
Assign permissionset to default user
sfdx force
permset:assign -n Shared_Bills_User
Import sample data (optional)
sfdx force
tree:import -p ./data/Sample-plan.json
Open the scratch org:
sfdx force
open
1) In App Launcher, select the SharedBills app.
1) Create master objects records like Categories, Accounts, Contacts and Events.
1) Start tracking your expenses using either Salesforce standard Record creation or the LWC to create Shared Bills