Moneyhub Tech Test - Investments and Holdings

At Moneyhub we use microservices to partition and separate the concerns of the codebase. In this exercise we have given you an example admin service and some accompanying services to work with. In this case the admin service backs a front end admin tool allowing non-technical staff to interact with data.

A request for a new admin feature has been received

Requirements

• As an admin, I want to be able to generate a CSV report showing the values of all user investment holdings
  • Any new routes should be added to the admin service
  • The csv report should be sent to the /export route of the investments service
  • The investments /export route expects the following:
    • content-type as application/json
    • JSON object containing the report as csv string, i.e, {csv: '|User|First Name|...'}
  • The csv should contain a row for each holding matching the following headers |User|First Name|Last Name|Date|Holding|Value|
  • The Holding property should be the name of the holding account given by the financial-companies service
  • The Value property can be calculated by investmentTotal * investmentPercentage
  • The new route in the admin service handling the generation of the csv report should return the csv as text with content type text/csv
• Ensure use of up to date packages and libraries (the service is known to use deprecated packages but there is no expectation to replace them)
• Make effective use of git

We prefer:

• Functional code
• Ramda.js (this is not a requirement but feel free to investigate)
• Unit testing

Notes

All of you work should take place inside the admin microservice

For the purposes of this task we would assume there are sufficient security middleware, permissions access and PII safe protocols, you do not need to add additional security measures as part of this exercise.

You are free to use any packages that would help with this task

We're interested in how you break down the work and build your solution in a clean, reusable and testable manner rather than seeing a perfect example, try to only spend around 1-2 hours working on it

Deliverables

Please make sure to update the readme with:

• Your new routes
• How to run any additional scripts or tests you may have added
• Relating to the task please add answers to the following questions;
  1. How might you make this service more secure?
  2. How would you make this solution scale to millions of records?
  3. What else would you have liked to improve given more time?

On completion email a link to your repository to your contact at Moneyhub and ensure it is publicly accessible.

Getting Started

Please clone this service and push it to your own github (or other) public repository

To develop against all the services each one will need to be started in each service run

npm start
or
npm run develop

The develop command will run nodemon allowing you to make changes without restarting

The services will try to use ports 8081, 8082 and 8083

Use Postman or any API tool of you choice to trigger your endpoints (this is how we will test your new route).

Existing routes

We have provided a series of routes

Investments - localhost:8081

• /investments get all investments
• /investments/:id get an investment record by id
• /investments/export expects a csv formatted text input as the body

Financial Companies - localhost:8082

• /companies get all companies details
• /companies/:id get company by id

Admin - localhost:8083

• /investments/:id get an investment record by id