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Loot is a web-based personal finance management application. Its main goal is to reproduce the core functionality of Microsoft Money 2008, for the web.
Rails on the backend (JSON API); Angular.js + Bootstrap on the frontend
- Clone the repository (
git clone git://github.com/scottohara/loot.git
) and switch to it (cd loot
) - Install the server-side dependencies (
bundle config --local path vendor/bundle && bundle install
) (path vendor/bundle
ensures that gems are installed locally in the project) - Install the client-side dev dependencies (
npm install
) (Note: you should have./node_modules/.bin
in your shell path; so that locally installed packages are preferred over globally installed ones) - (Optional) Configure database.yml (uses postgres by default)
- (Optional) Export your existing MS Money data (see below)
- Initialise the database (
rake db:setup
, or if you have no data to importrake db:create && rake db:migrate
) - Configure environment variables for the username and password to login as (
export LOOT_USERNAME=user && export LOOT_PASSWORD=pass
) - Start the database server and app server in dev mode (
npm start
) - Browse to http://localhost:8080/index.html and login using the credentials configured at step #8
To get data out of MS Money and into Loot, I'm using the excellent Sunriise project to access the underlying data from my *.mny file, and export it as a set of CSV files.
- Download the latest Sunriise build
- Launch the executable JAR file
- Choose the "MS Money file viewer" option
- File -> Open -> {your *.mny file}
- File -> Export DB -> To CSV
- Save to ~/Documents/sunriise/csv
- Run the importer (
rake db:seed
)
(Note: this import tool has been tested using my MS Money file only. YMMV.)
npm run build
Frontend specs are implemented using mocha+chai+sinon.
Two npm scripts are available to run the frontend test suite:
npm run test:bdd
watches for any file changes and runs the full test suite (without code coverage)npm run test:coverage
performs a single full test suite run, including instanbul code coverage reporting. Summary coverage reports are written to stdout, and detailed HTML reports are available in/loot/coverage/index.html
Backend specs are implemented using RSpec:
- Ensure the database server is running (e.g.
npm run db
) - Run the RSpec rake task (
bundle exec rake spec
). To run specific specs, use RSpec filtering (fdescribe
,fit
,xdescribe
,xit
)
Integration tests are implemented using Cypress:
- Start the database server and app server in test mode, and launch Cypress (
npm run test:e2e
) - Optionally run Cypress in headless mode (
cypress run --browser chrome
)
Frontend checks are implemented using eslint:
npm run lint
Backend checks are implemented using rubocop:
bundle exec rubocop
Before deploying, you should first create an annotated tag (e.g. git tag -am "Version 1.00" v1.00
).
Then run:
npm run deploy:staging
to deploy to the staging appnpm run deploy:production
to deploy to the production app