# WealthySmart

Personal finance management web app.

## Stack

- **Frontend:** React 19 + Vite + TypeScript + Tailwind CSS 4
- **Package manager:** pnpm

## Development

```bash
cd frontend && pnpm install && pnpm run dev
```

The backend refuses to boot without `SECRET_KEY`, `ADMIN_USERNAME`, and
`ADMIN_PASSWORD` (no insecure defaults). Copy `.env.example` to `.env` and fill
it in; the dev docker-compose reads it.

## Database Migrations

Schema changes go through Alembic — never edit the schema by hand and never
reset the prod DB. Workflow:

```bash
cd backend
# 1. Edit app/models/models.py
# 2. Autogenerate against the dev DB, then REVIEW the generated file
DATABASE_URL='postgresql://wealthy_user:wealthy_pass@localhost:5433/wealthysmart' \
  .venv/bin/alembic revision --autogenerate -m "describe the change"
# 3. Migrations apply automatically at app startup (run_alembic_upgrade)
```

## Tests

```bash
cd backend && .venv/bin/python -m pytest tests/ -q   # backend (55+ tests)
cd frontend && pnpm typecheck                        # frontend
```

## Local Docker

```bash
# Backend + DB containers
docker exec wealthysmart-db-dev psql -U wealthy_user -d wealthysmart -c 'SQL;'
```

## Deployment

- Deployed via Gitea Actions (self-hosted runner on VPS)
- Push to `main` triggers: GitHub → webhook → Gitea mirror sync → Actions workflow → Docker build & deploy
- Domain: wealth.cescalante.dev
- Reverse proxy: nginx-proxy + acme-companion (auto TLS)

## Infrastructure

- **Single server**: `ssh old-vps` — runs everything (WealthySmart, n8n, Forgejo, Vaultwarden, nginx-proxy)
- `ssh production` is **NOT valid** — do not use
- n8n UI: https://n8n.cescalante.dev — n8n DB queryable via `docker exec portfolio-db-prod psql -U portfolio_user -d n8n`

## n8n Flows

Four automated flows on old-vps feed data into WealthySmart:

1. **BAC Credit Card** — Gmail trigger → POST /transactions/
2. **Salary Deposits** — Gmail trigger → POST /transactions/
3. **Municipal Receipts** — Cron trigger → POST /municipal-receipts/upload
4. **Pension PDFs** (`e88c3UhBeo9WCbcy`) — Gmail trigger (daily midnight) → POST /pensions/upload

Flow export: `docs/WealthySmart_ BAC Pensions Statements parser.json`