mirror of
https://github.com/escalante29/WealthySmart.git
synced 2026-07-17 11:08:47 +02:00
9a25c4baab
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>
71 lines
2.2 KiB
Markdown
71 lines
2.2 KiB
Markdown
# WealthySmart
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Personal finance management web app.
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## Stack
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- **Frontend:** React 19 + Vite + TypeScript + Tailwind CSS 4
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- **Package manager:** pnpm
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## Development
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```bash
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cd frontend && pnpm install && pnpm run dev
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```
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The backend refuses to boot without `SECRET_KEY`, `ADMIN_USERNAME`, and
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`ADMIN_PASSWORD` (no insecure defaults). Copy `.env.example` to `.env` and fill
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it in; the dev docker-compose reads it.
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## Database Migrations
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Schema changes go through Alembic — never edit the schema by hand and never
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reset the prod DB. Workflow:
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```bash
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cd backend
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# 1. Edit app/models/models.py
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# 2. Autogenerate against the dev DB, then REVIEW the generated file
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DATABASE_URL='postgresql://wealthy_user:wealthy_pass@localhost:5433/wealthysmart' \
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.venv/bin/alembic revision --autogenerate -m "describe the change"
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# 3. Migrations apply automatically at app startup (run_alembic_upgrade)
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```
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## Tests
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```bash
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cd backend && .venv/bin/python -m pytest tests/ -q # backend (55+ tests)
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cd frontend && pnpm typecheck # frontend
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```
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## Local Docker
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```bash
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# Backend + DB containers
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docker exec wealthysmart-db-dev psql -U wealthy_user -d wealthysmart -c 'SQL;'
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```
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## Deployment
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- Deployed via Gitea Actions (self-hosted runner on VPS)
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- Push to `main` triggers: GitHub → webhook → Gitea mirror sync → Actions workflow → Docker build & deploy
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- Domain: wealth.cescalante.dev
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- Reverse proxy: nginx-proxy + acme-companion (auto TLS)
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## Infrastructure
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- **Single server**: `ssh old-vps` — runs everything (WealthySmart, n8n, Forgejo, Vaultwarden, nginx-proxy)
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- `ssh production` is **NOT valid** — do not use
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- n8n UI: https://n8n.cescalante.dev — n8n DB queryable via `docker exec portfolio-db-prod psql -U portfolio_user -d n8n`
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## n8n Flows
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Four automated flows on old-vps feed data into WealthySmart:
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1. **BAC Credit Card** — Gmail trigger → POST /transactions/
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2. **Salary Deposits** — Gmail trigger → POST /transactions/
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3. **Municipal Receipts** — Cron trigger → POST /municipal-receipts/upload
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4. **Pension PDFs** (`e88c3UhBeo9WCbcy`) — Gmail trigger (daily midnight) → POST /pensions/upload
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Flow export: `docs/WealthySmart_ BAC Pensions Statements parser.json`
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