Merge branch 'main' of github.com:maybe-finance/maybe into csv-import…

…s-part-1

.env.example

@@ -1,3 +1,7 @@
+# Custom port config
+# For users who have other applications listening at 3000, this allows them to set a value puma will listen to.
+PORT=
+
 # Exchange Rate API
 # This is used to convert between different currencies in the app. We use Synth, which is a Maybe product. You can sign up for a free account at synthfinance.com.
 SYNTH_API_KEY=
@@ -54,7 +58,7 @@ SECRET_KEY_BASE=secret-value
 # UPGRADES_MODE: Controls how the app will upgrade. `manual` means the user must manually upgrade the app. `auto` means the app will upgrade automatically (great for self-hosting)
 # UPGRADES_TARGET: Controls what the app will upgrade to. `release` means the app will upgrade to the latest release. `commit` means the app will upgrade to the latest commit.
 #
-UPGRADES_ENABLED=false # unless editing the flow, you should keep this `false` locally in development 
+UPGRADES_ENABLED=false # unless editing the flow, you should keep this `false` locally in development
 UPGRADES_MODE=manual # `manual` or `auto`
 UPGRADES_TARGET=release # `release` or `commit`
 
@@ -63,15 +67,15 @@ UPGRADES_TARGET=release # `release` or `commit`
 # Git Repository Module - responsible for fetching latest commit data for upgrades
 # ======================================================================================================
 #
-GITHUB_REPO_OWNER=maybe-finance 
+GITHUB_REPO_OWNER=maybe-finance
 GITHUB_REPO_NAME=maybe
 GITHUB_REPO_BRANCH=main
 
 # ======================================================================================================
 # Active Storage Configuration - responsible for storing file uploads
 # ======================================================================================================
 #
-# * Defaults to disk storage but you can also use Amazon S3, Google Cloud Storage, or Microsoft Azure Storage. 
+# * Defaults to disk storage but you can also use Amazon S3, Google Cloud Storage, or Microsoft Azure Storage.
 # * Set the appropriate environment variables to use these services.
 # * Ensure libvips is installed on your system for image processing - https://github.com/libvips/libvips
 #
@@ -81,4 +85,4 @@ GITHUB_REPO_BRANCH=main
 # S3_ACCESS_KEY_ID=
 # S3_SECRET_ACCESS_KEY=
 # S3_REGION= # defaults to `us-east-1` if not set
-# S3_BUCKET=
+# S3_BUCKET=

.github/ISSUE_TEMPLATE/bug_report.md

@@ -2,11 +2,16 @@
 name: Bug report
 about: Create a report to help us improve
 title: 'Bug: '
-labels: ":bug: Bug"
+labels: ":bug: Bug, :rocket: Feature"
 assignees: ''
 
 ---
 
+**Where did this bug occur?**
+
+- [ ] Local development
+- [ ] Self hosted app (i.e. Docker)
+
 **Describe the bug**
 A clear and concise description of what the bug is.
 

.github/ISSUE_TEMPLATE/feature-spec.md → .github/ISSUE_TEMPLATE/feature-specification.md

@@ -1,12 +1,14 @@
 ---
-name: Feature Spec
-about: A fully scoped feature that is ready to be worked on.
+name: Feature Specification
+about: A fully scoped feature with designs, requirements, and implementation plan
 title: 'Feature: '
 labels: ":rocket: Feature"
 assignees: ''
 
 ---
 
+_If your feature requires designs, UI changes, or input from the Maybe team, you should open a feature request instead.  This template is for a **fully scoped and ready** feature. _
+
 ## Feature Overview
 
 ## Requirements

.github/ISSUE_TEMPLATE/feature_request.md

@@ -0,0 +1,20 @@
+---
+name: Feature request
+about: Suggest an idea for this project
+title: 'Feature Request: '
+labels: ":bulb: Feature Request"
+assignees: ''
+
+---
+
+**Is your feature request related to a problem? Please describe.**
+A clear and concise description of what the problem is. Ex. I'm always frustrated when [...]
+
+**Describe the solution you'd like**
+A clear and concise description of what you want to happen.
+
+**Describe alternatives you've considered**
+A clear and concise description of any alternative solutions or features you've considered.
+
+**Additional context**
+Add any other context or screenshots about the feature request here.

README.md

@@ -3,36 +3,35 @@
 
 # Maybe: The OS for your personal finances
 
-<b>Get involved: [Discord](https://link.maybe.co/discord) • [Website](https://maybe.co) • [Issues](https://github.com/maybe-finance/maybe/issues)</b>
+<b>Get
+involved: [Discord](https://link.maybe.co/discord) • [Website](https://maybe.co) • [Issues](https://github.com/maybe-finance/maybe/issues)</b>
 
-_If you're looking for the previous React codebase, you can find it at [maybe-finance/maybe-archive](https://github.com/maybe-finance/maybe-archive)._
+_If you're looking for the previous React codebase, you can find it
+at [maybe-finance/maybe-archive](https://github.com/maybe-finance/maybe-archive)._
 
 ## Backstory
 
-We spent the better part of 2021/2022 building a personal finance + wealth management app called, Maybe. Very full-featured, including an "Ask an Advisor" feature which connected users with an actual CFP/CFA to help them with their finances (all included in your subscription).
+We spent the better part of 2021/2022 building a personal finance + wealth
+management app called, Maybe. Very full-featured, including an "Ask an Advisor"
+feature which connected users with an actual CFP/CFA to help them with their
+finances (all included in your subscription).
 
 The business end of things didn't work out, and so we shut things down mid-2023.
 
-We spent the better part of $1,000,000 building the app (employees + contractors, data providers/services, infrastructure, etc.).
+We spent the better part of $1,000,000 building the app (employees +
+contractors, data providers/services, infrastructure, etc.).
 
-We're now reviving the product as a fully open-source project. The goal is to let you run the app yourself, for free, and use it to manage your own finances and eventually offer a hosted version of the app for a small monthly fee.
+We're now reviving the product as a fully open-source project. The goal is to
+let you run the app yourself, for free, and use it to manage your own finances
+and eventually offer a hosted version of the app for a small monthly fee.
 
-## Self Hosting
+## Maybe Hosting
 
-You can find [detailed setup guides for self hosting here](docs/self-hosting.md).
+There are 3 primary ways to use the Maybe app:
 
-### One-Click Render deploy (recommended)
-
-<a href="https://render.com/deploy?repo=https://github.com/maybe-finance/maybe">
-<img src="https://render.com/images/deploy-to-render-button.svg" alt="Deploy to Render" />
-</a>
-
-1. Click the button above
-2. Follow the instructions in the [Render self-hosting guide](docs/self-hosting/render.md)
-
-### Docker
-
-To host Maybe with Docker Compose, please follow our [Docker self-hosting guide](docs/self-hosting/docker.md).
+1. Managed (easiest) - _coming soon..._
+2. [One-click deploy](docs/hosting/one-click-deploy.md)
+3. [Self-host with Docker](docs/hosting/docker.md)
 
 ## Local Development Setup
 
@@ -53,7 +52,8 @@ bin/dev
 rake demo_data:reset
 ```
 
-And visit http://localhost:3000 to see the app. You can use the following credentials to log in (generated by DB seed):
+And visit http://localhost:3000 to see the app. You can use the following
+credentials to log in (generated by DB seed):
 
 - Email: `[email protected]`
 - Password: `password`
@@ -64,43 +64,59 @@ For further instructions, see guides below.
 
 If you'd like multi-currency support, there are a few extra steps to follow.
 
-1. Sign up for an API key at [Synth](https://synthfinance.com). It's a Maybe product and the free plan is sufficient for basic multi-currency support.
+1. Sign up for an API key at [Synth](https://synthfinance.com). It's a Maybe
+   product and the free plan is sufficient for basic multi-currency support.
 2. Add your API key to your `.env` file.
 
 ### Setup Guides
 
 #### Dev Container (optional)
 
-This is 100% optional and meant for devs who don't want to worry about installing requirements manually for their platform. You can follow [this guide](https://code.visualstudio.com/docs/devcontainers/containers) to learn more about Dev Containers.
+This is 100% optional and meant for devs who don't want to worry about
+installing requirements manually for their platform. You can
+follow [this guide](https://code.visualstudio.com/docs/devcontainers/containers)
+to learn more about Dev Containers.
 
-If you run into `could not connect to server` errors, you may need to change your `.env`'s `DB_HOST` environment variable value to `db` to point to the Postgres container.
+If you run into `could not connect to server` errors, you may need to change
+your `.env`'s `DB_HOST` environment variable value to `db` to point to the
+Postgres container.
 
 #### Mac
 
-Please visit our [Mac dev setup guide](https://github.com/maybe-finance/maybe/wiki/Mac-Dev-Setup-Guide).
+Please visit
+our [Mac dev setup guide](https://github.com/maybe-finance/maybe/wiki/Mac-Dev-Setup-Guide).
 
 #### Linux
 
-Please visit our [Linux dev setup guide](https://github.com/maybe-finance/maybe/wiki/Linux-Dev-Setup-Guide).
+Please visit
+our [Linux dev setup guide](https://github.com/maybe-finance/maybe/wiki/Linux-Dev-Setup-Guide).
 
 #### Windows
 
-Please visit our [Windows dev setup guide](https://github.com/maybe-finance/maybe/wiki/Windows-Dev-Setup-Guide).
+Please visit
+our [Windows dev setup guide](https://github.com/maybe-finance/maybe/wiki/Windows-Dev-Setup-Guide).
 
 ### Testing Emails
 
-In development, we use `letter_opener` to automatically open emails in your browser. When an email sends locally, a new browser tab will open with a preview.
+In development, we use `letter_opener` to automatically open emails in your
+browser. When an email sends locally, a new browser tab will open with a
+preview.
 
 ## Contributing
 
-Before contributing, you'll likely find it helpful to [understand context and general vision/direction](https://github.com/maybe-finance/maybe/wiki).
+Before contributing, you'll likely find it helpful
+to [understand context and general vision/direction](https://github.com/maybe-finance/maybe/wiki).
 
-Once you've done that, please visit our [contributing guide](https://github.com/maybe-finance/maybe/blob/main/CONTRIBUTING.md) to get started!
+Once you've done that, please visit
+our [contributing guide](https://github.com/maybe-finance/maybe/blob/main/CONTRIBUTING.md)
+to get started!
 
 ## Repo Activity
 
 ![Repo Activity](https://repobeats.axiom.co/api/embed/7866c9790deba0baf63ca1688b209130b306ea4e.svg "Repobeats analytics image")
 
 ## Copyright & license
 
-Maybe is distributed under an [AGPLv3 license](https://github.com/maybe-finance/maybe/blob/main/LICENSE). "Maybe" is a trademark of Maybe Finance, Inc.
+Maybe is distributed under
+an [AGPLv3 license](https://github.com/maybe-finance/maybe/blob/main/LICENSE). "
+Maybe" is a trademark of Maybe Finance, Inc.

config/cable.yml

@@ -5,6 +5,4 @@ test:
   adapter: test
 
 production:
-  adapter: redis
-  url: <%= ENV.fetch("REDIS_URL") { "redis://localhost:6379/1" } %>
-  channel_prefix: maybe_production
+  adapter: postgresql

config/environments/development.rb

@@ -56,7 +56,7 @@
 
   config.action_mailer.perform_deliveries = true
 
-  config.action_mailer.default_url_options = { host: "localhost", port: 3000 }
+  config.action_mailer.default_url_options = { host: "localhost", port: ENV.fetch("PORT") { 3000 } }
 
   # Print deprecation notices to the Rails logger.
   config.active_support.deprecation = :log

docker-compose.example.yml

@@ -2,16 +2,20 @@ services:
 
   app:
     image: ghcr.io/maybe-finance/maybe:latest
+    volumes:
+      - ./storage:/rails/storage
     ports:
       - 127.0.0.1:3000:3000
     restart: unless-stopped
     env_file:
       - .env
     environment:
-      DB_HOST: "postgres"
-      RAILS_ENV: "production"
+      SELF_HOSTING_ENABLED: true
+      DB_HOST: postgres
       RAILS_FORCE_SSL: false
       RAILS_ASSUME_SSL: false
+      POSTGRES_USER: postgres
+      GOOD_JOB_EXECUTION_MODE: async
     depends_on:
       postgres:
         condition: service_healthy
@@ -22,8 +26,8 @@ services:
     volumes:
       - postgres-data:/var/lib/postgresql/data
     environment:
-      POSTGRES_USER: ${POSTGRES_USER:?}
-      POSTGRES_DB: ${POSTGRES_DB:-postgres}
+      POSTGRES_USER: ${POSTGRES_USER:-postgres}
+      POSTGRES_DB: ${POSTGRES_DB:-maybe_production}
       POSTGRES_PASSWORD: ${POSTGRES_PASSWORD:?}
     healthcheck:
       test: [ "CMD-SHELL", "pg_isready -U $$POSTGRES_USER" ]
@@ -32,4 +36,4 @@ services:
       retries: 5
 
 volumes:
-  postgres-data:
+  postgres-data:

docs/hosting/docker.md

@@ -0,0 +1,104 @@
+# Self Hosting Maybe with Docker
+
+## Quick Start
+
+_The below quickstart assumes you're running on Mac or Linux. Windows will
+be different._
+
+Make sure [Docker is installed](https://docs.docker.com/engine/install/) and
+setup your local environment:
+
+```bash
+# Create a directory on your computer for Docker files
+mkdir -p ~/docker-apps/maybe
+cd ~/docker-apps/maybe
+
+# Download the sample docker-compose.yml file from the Maybe Github repository
+curl -o docker-compose.yml https://raw.githubusercontent.com/maybe-finance/maybe/main/docker-compose.example.yml
+
+# Create an .env file (make sure to fill in empty variables manually)
+cat << EOF > .env
+# Use "openssl rand -hex 64" to generate this
+SECRET_KEY_BASE=
+
+# Can be any value, set to what you'd like
+POSTGRES_PASSWORD=
+EOF
+```
+
+Make sure to generate your `SECRET_KEY_BASE` value and save the `.env` file.
+Then you're ready to run the app, which will be available at
+`http://localhost:3000` in your browser:
+
+```bash
+docker-compose up -d
+```
+
+Lastly, go to `http://localhost:3000` in your browser, **create a new
+account**, and you're ready to start tracking your finances!
+
+## Detailed Setup Guide
+
+### Prerequisites
+
+- Install Docker Engine by
+  following [the official guide](https://docs.docker.com/engine/install/)
+- Start the Docker service on your machine
+
+### App Setup
+
+1. Create a new directory on your machine (we suggest something like
+   `$HOME/docker-apps/maybe`)
+2. Create a `docker-compose.yml` file (we suggest
+   using [our example](/docker-compose.example.yml)
+   if
+   you're new to self-hosting and Docker)
+3. Create a `.env` file and add the required variables. Currently,
+   `SECRET_KEY_BASE` is the only required variable, but you can take a look
+   at our [.env.example](/.env.example) file to see all available options.
+
+### Run app with Docker Compose
+
+1. Run `docker-compose up -d` to start the maybe app in detached mode.
+2. Access the Maybe app by navigating to http://localhost:3000 in your web
+   browser.
+
+### Updating the App
+
+The mechanism that updates your self-hosted Maybe app is the GHCR (Github
+Container Registry) Docker image that you see in the `docker-compose.yml` file:
+
+```yml
+image: ghcr.io/maybe-finance/maybe:latest
+```
+
+We recommend using one of the following images, but you can pin your app to
+whatever version you'd like (
+see [packages](https://github.com/maybe-finance/maybe/pkgs/container/maybe)):
+
+- `ghcr.io/maybe-finance/maybe:latest` (latest commit)
+- `ghcr.io/maybe-finance/maybe:stable` (latest release)
+
+By default, your app _will NOT_ automatically update. To update your
+self-hosted app, you must run the following commands:
+
+```bash
+docker-compose pull # This pulls the "latest" published image from GHCR
+
+docker-compose up -d # Restarts the app
+```
+
+#### Changing the image
+
+If you'd like to pin the app to a specific version or tag, all you need to do is
+edit the `docker-compose.yml` file:
+
+```yml
+image: ghcr.io/maybe-finance/maybe:stable
+```
+
+## Troubleshooting
+
+This section will provide troubleshooting tips and solutions for common issues
+encountered during deployment. Check back later for updates!
+