CPT206 Computer Programming for Financial Mathematics:
Coursework 3 Task Specification
Set: Tuesday 29 April, 2025
Due date: Sunday 18 May, 2025, 23:59
This is the specification task sheet for the Coursework 3 assessment component of your CPT206
module. The task covers all Learning Outcomes, and accounts for 70% of the final mark for this
module. This assignment has two parts: a coding part described in Section 1, and a report described
in Section 2. The submission deadline for this assignment is Sunday 18 May, 2025, at 23:59
(China-time). Detailed submission instructions are provided in Section 3.
1 Program description (72 marks)
The aim of this coursework is to build a budget planning and management system (for an individual,
family, company, etc.). All the work should be coded into a single Java NetBeans project, with
the class structure and different functionalities of the program described below. All classes should
be properly encapsulated, as seen in the Lectures and Labs throughout the semester. Your project
should also contain a main class for running the application.
1.1 Transaction class and subclasses (24 marks)
The Transaction class will be a base class representing a transaction. It will have two subclasses:
Expense and Income. Each transaction is for a specified positive amount, and occurs on a given
date and at a given time. Transactions are given a unique identifier in the system (using the built-in
java.util.UUID class). The date and time of a transaction will be used to sort transactions (see
some of the operations in the BudgetManager class in Section 1.3). You may assume that no two
transactions will ever occur at the exact same date and time in the system. The Transaction class
should also have a getEffectiveAmount() method that returns the signed value (i.e., negaive for
expenses, positive for income) of the amount which effectively occurs for that transaction (taking
into account fees and so on). This method will be overridden in the subclasses.
Each income transaction should also indicate its source (such as salary, gift, bonus, etc.). The
effective amount of an income transaction is the same as its amount. Expenses should use a
specific payment method, which should be one of the following: cash, card, Alipay, or WeChat.
Each payment method comes with a specified fee or charge, corresponding to a certain percentage
of the transaction amount: 0% for cash payments, 1% for card payments, and 0.5% for both Alipay
and WeChat payments. This fee should be incorporated into the calculated effective amount of the
transaction.
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1.2 BudgetCategory class (10 marks)
The BudgetCategory is intended to manage expenses related to a particular category, such as
food, electricity bills, holiday costs, and so on. Each budget category has a name, a fixed monthly
limit (how much money can in theory be spent on that category every month), and a current
expenditure (the amount that has been spent on that category during the current month to date).
Budget categories are always created with a current expenditure of 0. There should be methods
to add expenses to the category, to check if current expenditure is over the monthly limit, and to
reset the current expenditure to zero. Note that in a fully-developed application, this last method
would be automatically called on the first day of each month, but that is not a requirement for this
coursework task.
1.3 BudgetManager class (20 marks)
The BudgetManager class should be responsible for managing an entity  s budget (here,   entity  
could be an individual person, a family, a company, and so on). For that, it should store the
information of all expenses incurred and income received by the entity. Every expense should be
tied to a specific budget category, and it should be easy to retrieve all expenses tied to a particular
category. Income is not tied to a particular category. You should choose an appropriate object
from the Java collection framework to store expenses and income, and leave a comment in your
code clearly detailing and explaining your choice. On initial creation, a BudgetManager will have
no expenses or income.
Budget managers should be able to add transactions. New incomes are simply added to the
collection above, while the method to add a new expense should also specify the corresponding
budget category. If the new expense would cause that category  s current expenditure to exceed the
monthly limit, a customised MontlyLimitExceededException should be thrown, with a suitable
error message displayed. This means that you will have to create a MonthlyLimitExceededException
class in your program. Budget managers should also be able to add new budget categories (with
initially no corresponding expenses), and delete existing ones.
Finally, your class should be able to filter relevant information pertaining to expenses and/or
income, through methods that retrieve the following information:
? all expenses incurred in a specified budget category (see above);
? all expenses incurred that exceed a specified amount (in effective terms).
? all transactions that occurred in a particular time period (specified by its start and end dates).
All filtered transactions retrieved as above should be sorted according to the date and time they
occurred.
1.4 User interface (10 marks)
In order to create a friendly user-interactive application that allows the user to manage their
budget, you should add a command-line text-based user interface to your program. Since
user interfaces have not been taught in this course this semester, you will have to learn how to
code such an interface. To do this, you should enlist the help of XipuAI (for more details, see
Section 2.3).
Your user interface should allow a user to manage their budget according to the functionalities of
the BudgetManager class from Section 1.3. You may also wish to include additional functionalities
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not listed in the task description (for example, calculating net earnings  C total income minus total
expenditure  C over a given period). Your interface should adhere to best practices of command-line
interfaces, including but not limited to exception handling, input validation, and so on. It should
also be user-friendly and easy to navigate.
1.5 Code quality (8 marks)
The remaining marks (8) will be awarded for the quality of your code and documentation, as
covered throughout the semester in the Lectures and Labs.
? Keep your code neat and tidy; make sure it is properly indented throughout.
? Choose suitable names for variables and methods, respecting standard Java naming conventions.
? Comment your code as needed.
? Split your code into separate methods as appropriate; methods should not be too long.
You should also write Javadoc comments for the entire API of the BudgetManager class from
Section 1.3, and submit the corresponding generated Javadoc file   BudgetManager.html   (see
detailed submission instructions in Section 3). You do not need to write Javadoc comments for
the other classes.
2 Report (28 marks)
For this part of the assignment, you should write a report detailing how you designed, implemented,
and tested the program described in Section 1. The report should be typed into e.g. a Word
document, and submitted as a PDF (see Section 3 for more details). Where appropriate in the
report, you should refer to specific lecture slides (or parts of Lab worksheets), e.g.   as seen in
Lecture 10, slides 32-34  .
2.1 OOP features (10 marks)
Over the course of the semester, you have learned a number of OOP features (e.g encapsulation)
and principles (e.g. single responsibility principle). In your report, you should explain where you
have incorporated these in your design and how you have done so; include a brief definition of
the features/principles in question. Be as precise as possible, illustrating with small portions of
code if necessary. Note that not all the features and principles we saw in the lectures need to be
incorporated into your design; your report should only discuss those that are. This section should
be one-and-a-half to two pages in length.
Good example: The Single Responsibility Principle states that every class in the program
should have responsibility over a single functionality of the program; a class should do one thing.
This principle is incorporated into our class design: all the classes have their own, separate, purpose.
For instance, the Transaction class...
Bad example: Encapsulation and inheritance are two core features of OOP; they are used in
many parts in my program.
2.2 Testing description (10 marks)
As covered throughout the Lectures and Lab sessions in this module, testing is an essential part of
writing computer programs. In your report, you should include a description of how you tested the
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various parts of the program described in Section 1. Your testing may use the JUnit framework
if you are familiar with it, or simply manually check cases in the main class. Your report should
state clearly what functionalities you tested, and describe how you tested them, thinking carefully
about possible corner cases. You may include some sample code if you wish. This section should
be one-and-a-half to two pages in length (screenshots/code excluded).
2.3 AI-assisted user interface design and implementation (8 marks)
As stated above, you should use XipuAI to teach you how to build a command-line user interface
for this program. You may use AI in any part of this process. For example, you may wish learning
about basic concepts of user interfaces, exception handling, etc., or you might use AI for assistance
in code-writing, and so on. In your report, you should explain how your user interface works.
This should include details of which functionalities are included and how these are implemented in
the interface, how the user should navigate the interface, what exception handling and user input
tolerance mechanisms were included, and so on. You should explain your use of XipuAI by detailing
clearly how it helped you create the interface, which aspects you used it for, and so on. Remember
that you do not have to blindly accept all AI output as inherently correct: critical reflection on
AI  s answers and suggestions will be welcome.
The marking for this section of the report will be broken down into 4 marks for the explanation
of the user interface and 4 marks for your use of AI tools. This section should be no more
than two pages in length, screenshots excluded. You should attach the entire transcript of your
conversation(s) with XipuAI in an appendix to the report (you can save the entire conversation for
example by clicking the   Export   button in the interface below).
3 Submission instructions
In the dedicated   Coursework 3 submission   Assignment activity on the Learning Mall Online, you
will need to submit the following two (2) documents.
? A single ZIP archive of your entire NetBeans project. Include all the resources your
project needs to run. This file should be named   CPT206 CW3 Project studentId.zip  .
? The online Javadoc API documentation file of your BudgetManager class, as specified in
Section 1.5. This is the   BudgetManager.html   file generated by your project. You do not
need to rename this file.
? Your report from Section 2, including the appendix of your conversation(s) with XipuAI,
typed into e.g. a Word document, and converted into a PDF file. This file should be
named   CPT206 CW3 Report studentId.pdf  .
The submission deadline is: Sunday 18 May, 2025, at 23:59 (China-time).
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This assignment is individual work. Plagiarism (e.g. copying materials from other sources
without proper acknowledgement) is a serious academic offence. Plagiarism and collusion will not
be tolerated and will be dealt with in accordance with the University Code of Practice on Academic
Integrity. Submitting work created by others, whether paid for or not, is a serious offence, and will
be prosecuted vigorously. The use of generative AI for content generation is permitted only in the
design and implementation of your application  s user interface, as detailed in Sections 1.4
and 2.3. No other use of generative AI for content generation is permitted on this assignment. Such
a use would be considered in breach of the University Code of Practice on Academic Integrity, and
dealt with accordingly. Individual students may be invited to explain parts of their code in person
during a dedicated interview session, and if they fail to demonstrate an understanding of the code,
no credit will be given for that part of the code.
Late submissions. The standard University policy on late submissions will apply: 5% of
the total marks available for the component shall be deducted from the assessment mark for each
working day after the submission deadline, up to a maximum of five working days, so long as this
does not reduce the mark below the pass mark (40%); submissions more than five working days
late will not be accepted.
This is intended to be a challenging task, and quite a step up from what you have been doing
so far, so think about things carefully. We can - and will - discuss some aspects in the Lab sessions,
and of course, as usual, you can ask me anything by email, during Office Hours, or in the LMO
Forums. Good luck!


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