ridoluc / CF_viewer

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Cash Flow Viewer

Note: This is a Proof of Concept and not a finalized product.

Cash Flow Visualizer is a JavaScript plugin designed to help you visualize and organize cash flows and other financial data within defined time intervals. It provides a user-friendly table interface with specialized features for displaying and managing cash flows. This tool has potential applications for financial websites, asset management platforms, and listed company websites (displaying P&L and BS).

CF Table image

Key Features

  • Time Interval Selection: Easily switch between monthly, quarterly, and yearly views.
  • Scrollable Overflow: Keep the first section of the table fixed while scrolling to visualize longer cash flow data.
  • Row Styling and Grouping: Customize row styles to display hierarchical information effectively.
  • Data Manipulation: Modify data in-place, allowing you to add and remove lines seamlessly.

Future Additions

I plan to introduce the following features:

  • Excel Import and Export
  • Excel Copy and Paste
  • Built-in Excel Formulas
  • Integrated Charts

Development Roadmap

Our development plans include the following key milestones:

  • Rewrite using React: I'm planning to rewrite the codebase using React, to enhance the modularity, and maintainability of the plugin and provide easier UI updates and events management.

  • Package into a Shippable Plugin: I need to package the plugin into a user-friendly and easily deployable format once the PoC is ready.

  • Excel Integration: As part of future enhancements, I'm planning on integrating Excel capabilities, including import/export, copy/paste functionality, and built-in Excel formulas.

Installation and Usage

TO DO

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