personal_finance_manager

Private Finance Tracker for people to set up on their servers and start tracking their finances without worrying about privacy issues.

To Run

1. create a config.js in the root folder of the project with:

module.exports = {
	url: "http://localhost:3400/",
	username: "username",
	password: "password",
	secret: "some_secret_string",
	db : {
		url:"url of ur postgres db",
		db_name: "name of db",
		db_username: "db username (make it diff from username pls)",
		db_password: "db password (make it diff from password pls)"
n}

Where the values of these can be whatever you want them to be. If you need help with Postgres adding users and databases, look below for info.

2. npm install -g webpack
3. npm install
4. npm run start:prod
5. go to whatever your url in config.js is set to and voila

Creating DB and users in postgres

psql
CREATE DATABASE db_name
CREATE USER db_username WITH PASSWORD 'db_password';
template1=# GRANT ALL PRIVILEGES ON DATABASE "db_name" to db_username;
template1=# \q

Task List

MVP 1.0:

• Auth
• Models
• Routes
• Front End
• Import CSV -> add
• Filtering

TODOs

Higher Priority Tasks

• Use MobX/Redux
• Get rid of this bootstrappy look

Lower Priority Tasks

• More Account Types
• More Currency Types
• Better auth with sessions?

Models

Record

• [UUID] id
• [tags] tagId
  • default personal
• [account] accountID
• [varchar(256)] name
• [double] amount
• [date] transaction date
  • default today
• [varchar(256)] notes
• [int] split with
  • default 0

Tags

• [UUID] id
• [UUID] parentTag
• [varchar(256)] name

Account

• [UUID] id
• [varchar(256)] name
• [ENUM] type
  • DEBIT
  • CREDIT
  • OTHER
• [ENUM] currencyType
  • USD
  • CAD

Routes

• Record -> CRUD

• /record/:id//

• Tag -> CRUD

  • DELETE need to move current records over to another tag!

• /tag/:id//

• Account -> CRUD