TehRiehlDeal
a4ee21f8c2
Three categories of change, all required for `pnpm lint` and `pnpm format:check` to exit clean: Type-safety fixes in backend production code: - Add Express type augmentation for `Request.user` so AuthGuard, CurrentUser decorator, and EncryptionInterceptor can drop their `any`-typed `getRequest()` calls - Replace `data: any` patterns in AccountsService, TransactionsService, and ActivityLogService with proper `Prisma.*UncheckedCreateInput` / `Prisma.*UncheckedUpdateInput` / `Prisma.DateTimeFilter` types - Type AdvisorService's `stripPII` recursion as `unknown`-narrowing and the Ollama fetch response as a structured shape - Type SupabaseService's client via `ReturnType<typeof createClient>` to side-step the SupabaseClient generic-arity mismatch - Type the snapshot/summary helpers' Decimal fields as `Prisma.Decimal | number | string` instead of `any` - Mark `bootstrap()` in main.ts as `void`-prefixed Type-safety fixes in frontend production code: - Type `(v: any)` SelectValue render callbacks as `string | undefined` across TransactionForm, Transactions, Activity, Accounts - Type form submit handlers in Transactions and AccountDetail with the existing `TransactionFormData` interface - Type the Recharts onClick entry in Dashboard ESLint config tuning: - Backend: relax the `no-unsafe-*`, `require-await`, `unbound-method`, and `no-unused-vars` rules for `*.spec.ts` files only — Jest mocks cannot satisfy strict typing without disproportionate ceremony - Frontend: ignore `coverage/`, relax `no-explicit-any` in test files, demote `react-refresh/only-export-components` to warning inside `components/ui/` (shadcn intentionally co-locates `cva` variants with components), demote `react-hooks/set-state-in-effect` to warning across the project (5 legitimate-but-suboptimal patterns that need component-level refactoring) Tooling: - Add prettier as a root workspace devDependency so `pnpm format:check` resolves the binary - Run `pnpm format` once to baseline the codebase against the configured prettier ruleset (singleQuote, trailingComma, printWidth 100, tabWidth 2) Backend tests: 213/213 still pass. Frontend tests: 170/170 still pass. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
137 lines
6.7 KiB
Markdown
137 lines
6.7 KiB
Markdown
# TehRiehlBudget
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A self-hosted personal finance application for tracking spending, balances, and net worth across all of your accounts — checking, savings, credit, loans, and investments — with manual transaction entry, receipt uploads, and a conversational AI advisor running entirely on your own hardware.
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Deployed at `budget.tehriehldeal.com`.
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## Features
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- **Accounts** — track checking, savings, cash, credit cards, loans, stocks, brokerage, and retirement accounts. Drag-to-reorder, per-account history, and a balance integrity check that reverses counter-party transfers when an account is deleted.
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- **Transactions** — record income, expenses, and transfers between accounts. Filter by account, category, type, and date. Attach receipt images. Edit, delete, and bulk-export to CSV.
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- **Activity history** — every create / update / delete is recorded with a snapshot, so deleted transactions and accounts remain auditable for as long as you need them. Filter by entity, action, account, or date range.
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- **CSV export** — pull a date-ranged transaction set out as CSV from the global list or scoped to a single account, with quick-range presets (last 30/60/90 days, this year, all time) plus custom start/end pickers.
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- **Confirmation guards** — every destructive action prompts before running, with light/dark mode parity.
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- **AI advisor** — a "financial buddy" that summarizes your month against last month and answers follow-ups. Runs against a local Ollama model — no transaction data leaves your network.
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- **Dashboards** — net worth and total debt at a glance, spending-by-category pie, monthly cash flow bar chart, and per-account balance history with overlaid valuations.
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- **Receipts** — store receipt images on your own filesystem, never on a third-party blob store.
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- **Field-level encryption** — sensitive columns (account numbers, transaction notes) are AES-256-GCM encrypted at rest.
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## Tech Stack
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- **Frontend** — React 19 + TypeScript, Vite, TailwindCSS + ShadCN UI, Zustand, Recharts, React Router
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- **Backend** — NestJS (TypeScript), REST, Prisma ORM
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- **Database** — PostgreSQL (Dockerized for local dev)
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- **Auth** — Supabase (email/password + OAuth, JWT-validated on the backend)
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- **AI** — Ollama (self-hosted; defaults to `llama3`)
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- **File storage** — local filesystem on the self-hosted server
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- **Package manager** — pnpm workspaces
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## Project Structure
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```
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tehriehlbudget/
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├── tehriehlbudget-frontend/ # React + Vite app
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├── tehriehlbudget-backend/ # NestJS API + Prisma schema
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├── docker-compose.yml # Postgres for local dev
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├── pnpm-workspace.yaml
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└── package.json # Workspace-level scripts
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```
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## Prerequisites
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- Node.js 20+
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- pnpm 9+
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- Docker (for local Postgres)
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- A Supabase project (for auth) — free tier is fine
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- An Ollama server reachable from the backend (local or LAN) for the AI advisor
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## Quick Start
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```bash
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# Clone and install
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git clone <your-fork-url>
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cd tehriehlbudget
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pnpm install
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# Start local Postgres
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docker-compose up -d
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# Configure the backend
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cp tehriehlbudget-backend/.env.example tehriehlbudget-backend/.env
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# Edit .env to set DATABASE_URL, SUPABASE_*, ENCRYPTION_KEY, OLLAMA_URL, OLLAMA_MODEL
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# Apply database migrations
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pnpm --filter tehriehlbudget-backend prisma migrate deploy
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pnpm --filter tehriehlbudget-backend prisma generate
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# Configure the frontend
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cp tehriehlbudget-frontend/.env.example tehriehlbudget-frontend/.env
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# Edit .env to set VITE_API_URL and VITE_SUPABASE_*
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# Run both servers (in separate terminals)
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pnpm dev:backend
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pnpm dev:frontend
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```
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The frontend is served at `http://localhost:5173` and the API at `http://localhost:3000`.
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### Required environment variables
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**Backend** (`tehriehlbudget-backend/.env`)
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| Variable | Description |
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| --------------------------- | --------------------------------------------------------- |
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| `DATABASE_URL` | Postgres connection string |
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| `SUPABASE_URL` | Your Supabase project URL |
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| `SUPABASE_SERVICE_ROLE_KEY` | Service-role key (used to validate JWTs) |
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| `ENCRYPTION_KEY` | 32-byte hex key for AES-256-GCM field encryption |
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| `OLLAMA_URL` | URL of your Ollama server (e.g. `http://localhost:11434`) |
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| `OLLAMA_MODEL` | Ollama model id (e.g. `llama3.2:latest`) |
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**Frontend** (`tehriehlbudget-frontend/.env`)
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| Variable | Description |
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| ------------------------ | ------------------------------------------ |
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| `VITE_API_URL` | Backend URL (e.g. `http://localhost:3000`) |
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| `VITE_SUPABASE_URL` | Supabase project URL |
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| `VITE_SUPABASE_ANON_KEY` | Supabase anon (publishable) key |
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## Common Commands
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```bash
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# Run dev servers
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pnpm dev:frontend
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pnpm dev:backend
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# Build
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pnpm build:frontend
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pnpm build:backend
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# Tests
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pnpm test # both packages
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pnpm test:backend # Jest
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pnpm test:frontend # Vitest
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pnpm test:coverage # both, with coverage
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# Lint & format
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pnpm lint
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pnpm format
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# Prisma
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pnpm --filter tehriehlbudget-backend prisma migrate dev
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pnpm --filter tehriehlbudget-backend prisma studio
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```
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## Architecture Notes
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- **Field-level encryption.** A NestJS interceptor encrypts sensitive columns on write and decrypts on read using AES-256-GCM. The plaintext only ever exists in memory inside the request handler.
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- **Receipt storage.** Images are stored on the server's local filesystem. The backend issues access-controlled URLs for upload and retrieval — there is no S3 / external blob store.
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- **Balance integrity on delete.** When an account is deleted, related transfers' counter-party balances are reversed inside the same Prisma `$transaction` _before_ the cascade fires, so a surviving account never reflects a transfer that no longer exists.
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- **Audit log.** `ActivityLog` rows capture create / update / delete actions for transactions, accounts, and account valuations. For account deletions the per-transaction snapshots are written before the cascade so the trail outlives the data.
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- **AI advisor.** The advisor builds a per-request snapshot of standing balances, monthly flow numbers, and top spending categories, strips PII, and sends it to Ollama. The prompt explicitly separates point-in-time balances from monthly flow and instructs the model to never invent equations or derive new figures — your transaction data does not leave your network.
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- **Auth.** Supabase issues JWTs; protected routes on both ends validate them. Sessions are persisted client-side via Supabase's SDK.
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## License
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[MIT](./LICENSE)
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