/Compotes

A small app to manage bank account operations and display rich analytics. Demo app credentials are admin/admin. [In development]

Primary LanguageSvelteGNU Affero General Public License v3.0AGPL-3.0

🍎 Compotes 🍏

A small application to visualise bank operations in graphs and plots.

🧮

This is the second version of the main app that was previously built with PHP and Symfony.

The new app is built in Rust with Tauri for the backend, and uses Typescript and Svelte for the frontend part.

App screenshot

Install

The project is not even in beta for now.

You can still find latest nightly builds on the Actions page, if you check out the latest successful action marked by a "☑️" mark (if there is one at least).

The latest builds can also be found on nightly.link

Project setup

If you want to use the in-development project, you can compile it by doing what is explained in the following steps.

Requirements

  • Rust
  • Node.js
  • pnpm
  • For Linux users:
    • Follow this guide to install the system dependencies that are mandatory.
  • For Windows users:
  • For MacOS users:
    • XCode
    • The GNU C Compiler, installable via brew install gcc

Install

pnpm install

You do not need to install Rust dependencies, since running cargo commands like cargo run will automatically download and compile dependencies.

Run the app in dev mode

pnpm run tauri dev

Compile for production

pnpm run tauri build

This command builds the app in the src-tauri/target/release/ directory.

Import a database from v1

  • Run make dump in the v1 app
  • Get the var/dump_***.sql file that was just generated
  • Install mysql2sqlite via this script:
    wget https://raw.githubusercontent.com/dumblob/mysql2sqlite/master/mysql2sqlite
  • Run it on the sql file you got and create your database:
    ./mysql2sqlite dump_***.sql | sqlite3 data.db3
  • Pray it works 🙏

Roadmap

Since the entire app is being rewritten, lots of stuff have to be re-implemented.

The "☑️" mark means the feature is implemented, while the "⬜️" mark means the feature is waiting for implementation.

  • Core features:
    • ☑️ Create the Tauri app
    • ☑️ Create the Svelte frontend with it
    • ☑️ List operations
      • ☑️ Allow sorting operations by some fields
      • ☑️ Allow filtering operations
      • ☑️ Allow saving current filter to be reused in graphs
      • ☑️ Allow filtering operations that have no tags
      • ☑️ Allow ignoring an operation in graphs calculations
    • ☑️ Tags CRUD
    • ☑️ Tag rules CRUD
    • ☑️ Bank accounts CRUD
      • ☑️ Edit bank account details
    • ☑️ Import operations from CSV file
    • ☑️ Add tags to operations directly from the list
    • ☑️ Sync operations for triage
    • ☑️ Sync operations tags with tag rules
    • ⬜️ Add the graphs that are at the core of this app 😅
      • ☑️ Allow using saved filters for graphs
      • ⬜️ Allow creating and saving custom graphs
  • Additional features that might be cool:
    • ⬜️ Allow customizing graphs
    • ⬜️ Config panel
      • ⬜️ Allow customizing database, for multiple database usage
      • ⬜️ Allow exporting/importing whole database
      • ⬜️ User account system for multi-user usage
    • ⬜️ Encrypt entire database with a password/passphrase for safety
    • ⬜️ Store filters to the database instead of localStorage
  • Some things are quite buggy and the app needs improvements too:
    • ☑️ Check why we have to use location.reload() because svelte stores don't update the paginated tables => I actually used SvelteKit's goto() from $app/navigation and it works great 👌
    • ⬜️ Use a select2 or similar for tags selection
    • ⬜️ Add the ability to create a Tag Rule based on an Operation in the operations list