Files
WealthySmart/CLAUDE.md
Carlos Escalante 15ea1ef4c2 Fail fast on missing or weak auth secrets; 7-day tokens
SECRET_KEY, ADMIN_USERNAME, and ADMIN_PASSWORD no longer have working
defaults: the backend refuses to boot if they are unset, default, or
weak (SEC-01). Token expiry drops from 30 to 7 days (SEC-05). New
COOKIE_SECURE (default true) and CORS_ORIGINS settings. Dev compose now
sources credentials from .env with required-var errors instead of
hardcoding them (ARCH-14); .env.example documents the template.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-06-09 19:13:19 -06:00

50 lines
1.6 KiB
Markdown

# 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.
## 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`