tnguyen14 / ledge

personal financial manager

ledge

Local development

npm start

Using Github Codespaces

gh cs ports forward 13050:13050 4003:4003
gh cs ssh

Transaction lookup

To find a transaction locally by merchant

export env=dev # or env=prod
./bin/find_transactions.js -m "merchant name"

To fix duplicate transactions

• Verify what the slug for the merchant should be at https://npm.runkit.com/%40tridnguyen%2Fslugify.
• Go to the Firestore console, find the merchant with duplicate values under merchants_counts.
• Add the count of the old (duplicated) merchant to the correct one, then remove the old merchant.
• If the merchant pretty name needs to be updated on transactions, find the transaction (on Firestore console?) and update it accordingly.

ledge's Issues

Use auth on server-side

This depends on #26, and is the next step after #7

• Include JWT in server side calls
• Verify JWT
• Handle 401 error on client side
• Migrate DBs to user namespace
• Constrain API access on user name

Fully enable PWA

Add indicator for transactions that span more than a week

clear out form

add option to clear out form (especially on edit)

Support tracking income

• Should it have its own "merchants"?
• Should merchants/ account metadata be abstracted to its own list?

CLI interface

Create a CLI interface with https://github.com/SBoudrias/Inquirer.js

show more than current 4 weeks

Merchant - category association

If a category is usually used for a merchant, automatically pick it.

Similar to merchant count, start adding a category count.

Migrate database for prod

transactions view prototype

Implement authentication

New week appear on Sunday

Create a healthcheck endpoint

Create a healthcheck API endpoint for uptime robot to monitor. Should include things like verifying connection to database/ existence of data etc.

Unable to load more weeks

After clicking "Show more" a few times, it stops working

Edit transaction warning

Editing transaction creates the following react warning

react_devtools_backend.js:2273 Warning: A component is changing a controlled input of type text to be uncontrolled. Input elements should not switch from controlled to uncontrolled (or vice versa). Decide between using a controlled or uncontrolled input element for the lifetime of the component

This shouldn't be happening.

Switch to Github Actions

Currently, the CD pipeline is handled by Travis (for client side) and Docker Hub builds (for server side). When Github Actions are enabled, it would be good to combine them into a single service.

use immutablejs

Consolidate ledge-server into this repo

TIMEZONE should be a user preference

Instead of hardcoding TIMEZONE in code, it should be a user preference.

Yearly average

Rolling yearly average stags

Demo mode

Add a demo mode, which would show the app with fake data

Color for "Transfer" type

Move from react and redux to just plain JS

• render form
• render transactions
• render stats
• form submit event
• clear form after submit (#11)
• form validation
• transaction edit
• transaction delete
• update stat on transaction change
• update row display on transaction change
• merchant autofill
• load more weeks
• update account stats for any transaction changes (might wanna consider pushing all data to a global state)
• remove the 2 suffix

Update money to use integers

tnguyen14/ledge-server#4

When money is updated to use integers, handle the processing of new amount and displaying of all money.

Update transaction's time doesn't update in table

Remove bootstrap bower component

Get off bower, move bootstrap to npm.

Or consider trying out MDL http://www.getmdl.io/started/

Add span for transaction

Each transaction should have a span (in days) and an effective start date (which could be different from transaction date - default to transaction date).

Add loading animation for loading transactions

Store options in database

Options such as categories and sources should be stored in a database, with a UI to allow edit/ add them.

Search for a transaction

By amount, category, source or any text

Support for planned transactions

• Within the week, if there's a planned transaction, show it (highlighted?)
• Add UI to convert planned transaction to posted or remove it
• Show upcoming transactions for the month

Add healthcheck for container

Perhaps something like https://blog.sixeyed.com/docker-healthchecks-why-not-to-use-curl-or-iwr/

Add return/ response for apidocs

Use firestore instead of level

https://cloud.google.com/nodejs/docs/reference/firestore/0.15.x/ might be helpful

• Add new db abstraction
• Accounts
• Transactions
  • When changing time, need to insert new document and remove old one.

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Calculate rolling average for week and month

Add weekly and monthly average for a rolling period

Jest test weekStart different timezone

Currently jest test is broken (no esm support), so fix that first.

Then add test for weekStart - looks something like this

test(`weekStart`, () => {
  const now = zonedTimeToUtc(new Date(), 'America/Chicago');
  const monday = startOfDay(setISODay(now));
  expect(getWeekStart().toISOString()).toBe(monday.toISOString());
});

Instead of now and new Date(), pass in a specific that would cross date boundary for where test is run, but not for the passed in timezone.

consider using hbsfy for gulp templates task

https://github.com/epeli/node-hbsfy

Plaid

Look into plaid for Amex and Chase transactions import https://plaid.com/docs/quickstart/#examples

Use grid instead of floats

Use date-fns

https://date-fns.org/

instead of moment.js

Add support for recurring transactions

How should recurring transactions in the future be enabled?

Create script to sync database for firestore from prod to dev

Click to activate transaction on mobile

react-redux-form

Consider using http://davidkpiano.github.io/react-redux-form

Silent authentication

Once #7 is done, consider implementing silent authentication to make the flow smoother.
https://auth0.com/docs/api-auth/tutorials/silent-authentication

form is not cleared

form is sometimes not cleared when transaction has been submitted

Tests

Write some tests
http://redux.js.org/docs/recipes/WritingTests.html
https://github.com/airbnb/enzyme

new transaction is not sorted properly

when adding a new transaction, it is not sorted by date properly.

Backup database

The database should be backed up regularly

https://cloud.google.com/firestore/docs/solutions/schedule-export