Urigo/accounter-fullstack

Accounter

Manage your taxes.

Getting started

1. Switch to the correct version of Node.js:

nvm use $(cat .node-version)

2. Install dependencies:

yarn install

3. Create .env file:

cp .env.template .env

4. Run setup:

yarn local:setup

5. Run client and server:

yarn build
yarn client:dev
yarn server:dev
# Also helpful while developing:
yarn generate:watch

Or use the VSCode Terminals extension: fabiospampinato.vscode-terminals to run all this for you in different terminals.

6. Visit http://localhost:3001/ and sign in. The credentials to log in are in your .env file under AUTHORIZED_USERS. Set the hashed password in the .env file. e.g. replace SECRET with $2b$10$SuqbDX5r6qZidiMbAcGnFOPloNQSRQrLEPShZjplabtfdN.QzS4ba. And then use the password SECRET to log in.

7. Seed the database with your business details. Edit scripts/seed.ts with your info, then run yarn seed.

8. Load your data into the database (first set correct env vars):

yarn scrape

9. Generate businesses by visiting http://localhost:4000/graphql

Set your headers at the bottom:

{
  "authorization": "Basic [YOUR_TOKEN]"
}

You can find YOUR_TOKEN by in the GraphQL request headers in your browser's Network tab.

Then run this mutation:

mutation {
  batchGenerateBusinessesOutOfTransactions {
    id
    name
  }
}

Miscellaneous

Multiple Bank Branches

For Poalim Bank and Discount Bank accounts, your account may appear under multiple branch numbers:

• Your account number and bank number remain the same
• The same account might be associated with 2-3 different branch numbers
• You can configure all relevant branch numbers in the scripts/seed.ts file

Enable Google Drive

1. Go to Google Cloud Console
2. Create a project or select existing one
3. Enable Google Drive API:
   • Navigate to "APIs & Services" > "Library"
   • Search for and enable "Google Drive API"
4. Create API key:
   • Go to "APIs & Services" > "Credentials"
   • Click "Create Credentials" > "API Key"
   • Restrict the key to Google Drive API only
5. Add to your .env:

   GOOGLE_DRIVE_API_KEY=your_api_key_here
   

Enable OCR (with Anthropic)

1. Sign up for an Anthropic API key at https://console.anthropic.com/settings/keys
2. Add to your .env:

   ANTHROPIC_API_KEY=your_api_key_here
   

3. OCR functionality will now be available for processing images and documents