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📊 Financial System EAD

A financial control system developed in PHP to manage bank accounts, expense categories, companies, and financial transactions.

🎯 Features

  • User Authentication: Secure login system with credential validation
  • Bank Account Management: Create, view, and update account information
  • Expense Categories: Organize expenses with customizable categories
  • Companies: Register and manage suppliers/companies
  • Financial Transactions: Register income and expenses
  • Dashboard: Intuitive interface with charts and data tables
  • User Profile: Edit personal information

🏗️ Project Structure

Projeto-Sistema-Financeiro-PHP/
├── DAO/ # Data Access Layer
│ ├── UsuarioDAO.php
│ ├── ContaDAO.php
│ ├── CategoriaDAO.php
│ ├── EmpresaDAO.php
│ └── MovimentoDAO.php
├── DER/ # Database diagrams & scripts
│ ├── DER-FinanceiroEAD.mwb
│ ├── SQL.sql
│ ├── script_select.sql
│ ├── script_update.sql
│ └── script_delete.sql
├── financeiro/ # Application pages
│ ├── login.php # Login / authentication
│ ├── index.php # Redirect / home router
│ ├── meus_dados.php # User profile
│ ├── nova_conta.php # Create account
│ ├── nova_categoria.php # Create category
│ ├── nova_empresa.php # Register company
│ ├── realizar_movimento.php # Register transaction
│ ├── consultar_.php # Data queries (list/search)
│ ├── alterar_
.php # Edit records
│ ├── _head.php # HTML head
│ ├── _menu.php # Navigation menu
│ ├── _topo.php # Header layout
│ ├── _msg.php # Flash messages
│ └── assets/ # Static resources
│ ├── css/
│ ├── js/
│ ├── fonts/
│ └── img/
└── script_DB/ # Database scripts (general)

🛠️ Technologies Used

  • Backend: PHP 5.6+
  • Frontend: HTML5, CSS3, JavaScript
  • CSS Framework: Bootstrap 3
  • jQuery Library: jQuery 1.10.2
  • UI Components:
    • DataTables (interactive tables)
    • Morris Charts (charts)
    • Font Awesome (icons)
    • MetisMenu (sidebar menu)
  • Database: MySQL/MariaDB

📦 Installation

Requirements

  • PHP 5.6 or higher
  • MySQL/MariaDB 5.5 or higher
  • Web server (Apache, Nginx, etc.)

Steps

  1. Clone or extract the repository git clone cd Projeto-Sistema-Financeiro-PHP

  2. Configure the database

    • Create a new database in MySQL
    • Run the provided SQL script:

    mysql -u your_user -p your_database < DER/SQL.sql

  3. Configure database connection

    • Edit DAO files with your MySQL credentials
    • Add the required connection constants
  4. Start the server

    Using PHP built-in server:

    php -S localhost:8000 -t financeiro

    Or configure your web server to point to the financeiro folder

  5. Access the application http://localhost:8000/login.php

📋 Database

Main Tables

  • tb_usuario — Users
  • tb_conta — Bank accounts
  • tb_categoria — Expense categories
  • tb_empresa — Companies/Suppliers
  • tb_movimento — Financial transactions

🔐 Test Users

After running SQL.sql you can log in with:

Email: ana@gmail.com Password: senha123 Email: carlosjunior@gmail.com Password: senha423

📝 Key Features

Login

  • Credential validation
  • Basic session security
  • Redirect to dashboard after login

Bank Accounts

  • Create accounts (bank, branch, number, balance)
  • View and edit accounts
  • Real-time balance view

Categories

  • Create and manage custom categories

Companies

  • Register suppliers with name, phone and address

Transactions

  • Register incomes and expenses
  • Link to account, category and company
  • Add notes
  • View transaction history

Dashboard

  • Morris charts for visualization
  • DataTables for lists
  • Consolidated financial overview

🖼️ DAO Classes

  • UsuarioDAO — Login & user management
  • ContaDAO — Bank account CRUD
  • CategoriaDAO — Category CRUD
  • EmpresaDAO — Company CRUD
  • MovimentoDAO — Transaction CRUD

🔧 Development

Adding New Features

  1. Create a new page in financeiro/
  2. Implement the DAO in DAO/
  3. Use the standard includes
  4. Add the link to _menu.php

📄 Additional Documentation

  • ER diagram: DER/DER - FinanceiroEAD.mwb
  • SQL scripts in DER/

🐛 Troubleshooting

Database Connection Errors

  • Check credentials in DAO files
  • Ensure MySQL is running
  • Confirm DB exists

404 Errors

  • Server must point to financeiro folder

Session Issues

  • Ensure cookies are enabled
  • Clear browser cache

📄 License

This project was developed for educational purposes in EAD.


Version: 1.0 Last update: December 2025

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