mirror of https://github.com/escalante29/WealthySmart.git synced 2026-07-17 12:28:48 +02:00

Files

Carlos Escalante 9a25c4baab Adopt Alembic: autogenerated baseline, stamp-or-upgrade startup

The baseline (c3da001a0eb3) was autogenerated against an empty Postgres
and schema-diffed against the live dev schema until column-identical
(two model fixes fell out: deferred_to_next_cycle now declares its
server_default, usersettings.data is JSONB on Postgres to match the
live type). Startup replaces init_db/run_migrations with
run_alembic_upgrade(): pre-Alembic databases that already match the
baseline are adopted via stamp; fresh databases build from the
migration. The section is serialized with a pg advisory lock because
prod uvicorn runs 2 workers, each executing the lifespan. Verified:
adoption + idempotent re-run on the dev DB, fresh 13-table build on an
empty DB, full container boot, 55/55 tests. (ARCH-02, BE-19)

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

2026-06-09 20:31:55 -06:00

2.2 KiB

Raw Blame History

WealthySmart

Personal finance management web app.

Stack

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

Development

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:

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

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

Local Docker

# 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:

BAC Credit Card — Gmail trigger → POST /transactions/
Salary Deposits — Gmail trigger → POST /transactions/
Municipal Receipts — Cron trigger → POST /municipal-receipts/upload
Pension PDFs (e88c3UhBeo9WCbcy) — Gmail trigger (daily midnight) → POST /pensions/upload

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

2.2 KiB Raw Blame History