WealthySmart/CLAUDE.md

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

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:

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