Files
finance/README.md
GitHub Copilot 4eea71ae58 Update project documentation for database integration
- Update README.md with database setup instructions and path alias usage
- Add comprehensive database connection and migration instructions
- Document TypeScript path aliases with clear usage examples
- Update .github/copilot-instructions.md with current project state
- Remove outdated TODOs related to database implementation
- Update Next Steps section to focus on UI implementation tasks
- Add guidelines for handling Prisma Decimal types with proper conversion
- Improve developer onboarding with clearer setup instructions
2025-05-06 12:17:11 +00:00

116 lines
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Markdown

# Financial Transaction Manager
A web application for managing financial transactions across multiple bank accounts.
## Project Overview
* **Purpose:** Provides a user interface for CRUD operations on financial transactions.
* **Technology:** Built with Astro, TypeScript, and plain CSS, utilizing Astro API routes.
* **Layout:** Features a two-column dashboard design with a sidebar for account selection/actions and a main area for transaction display.
* **Data Management:** Uses Prisma ORM for database operations (`src/data/db.service.ts`), accessed via API endpoints (`src/pages/api/`).
* **Key Features (Implemented & Planned):** Account switching, transaction listing, adding, editing, and deleting transactions.
## Logs
This app is currently deployed using Cloudflare Pages. The logs can be viewed with the `npx wrangler pages deployment tail --project-name finance` command.
## Development Environment Setup
For detailed setup instructions, including container building, environment configuration, and troubleshooting, see [ENVIRONMENT_SETUP.md](ENVIRONMENT_SETUP.md).
### GitHub MCP Server
The project uses GitHub's MCP server for development tasks. The server runs in a Docker container and is automatically configured when you open the project in a devcontainer.
#### Configuration
- The MCP server uses GitHub authentication via Personal Access Token
- Token is stored securely in `.devcontainer/.env` (not committed to repository)
- GitHub CLI is installed in the devcontainer for easier authentication management
- Container health monitoring is configured
#### Usage
The MCP server will automatically start when you open the project in a devcontainer. If you need to manually authenticate:
1. Run `gh auth login` in the terminal
2. Follow the prompts to authenticate with your GitHub account
### Database Setup
The project uses Prisma ORM for database operations. To set up the database:
1. Create a `.env` file in the project root with your database connection string:
```
DATABASE_URL="postgresql://username:password@localhost:5432/finance"
```
2. Run database migrations:
```bash
npx prisma migrate dev
```
3. Seed the database with initial data (optional):
```bash
npx prisma db seed
```
4. To view and manage your data visually:
```bash
npx prisma studio
```
## Path Aliases
This project uses TypeScript path aliases for cleaner imports. Instead of using relative paths like `../../../../data/db.service`, use the following aliases:
- `@/*` - Maps to `src/*`
- `@components/*` - Maps to `src/components/*`
- `@layouts/*` - Maps to `src/layouts/*`
- `@data/*` - Maps to `src/data/*`
- `@pages/*` - Maps to `src/pages/*`
- `@styles/*` - Maps to `src/styles/*`
- `@stores/*` - Maps to `src/stores/*`
- `@utils/*` - Maps to `src/utils.ts`
- `@types` - Maps to `src/types.ts`
Example:
```typescript
// ✅ DO use path aliases like this
import { transactionService } from '@data/db.service';
import type { Transaction } from '@types';
// ❌ DON'T use relative imports like this
import { transactionService } from '../../../../data/db.service';
```
## Development Container Setup
### GitHub Personal Access Token
Before using the development container, you'll need a GitHub Personal Access Token (PAT) with the following permissions:
- `repo` (Full control of private repositories)
- `read:packages` (Download container images)
- `write:packages` (Upload container images)
- `delete:packages` (Optional: manage container versions)
- `workflow` (GitHub Actions integration)
### Using the Development Container
#### Command Line Interface
You can build and start the development container using the devcontainer CLI:
```bash
# Build the container
devcontainer build .
# Start the container (with post-create command)
devcontainer up --workspace-folder .
# Start the container (skip post-create)
devcontainer up --workspace-folder . --skip-post-create
```
#### VS Code
1. Open the project in VS Code
2. Press F1 and run "Dev Containers: Rebuild and Reopen in Container"
- To skip post-create steps: Press F1 and run "Dev Containers: Rebuild Container Without Cache"
### Troubleshooting
- If GitHub authentication fails, ensure your PAT is correctly set in `.devcontainer/.env`
- For network issues, try rebuilding the container with `--no-cache` option
- Check the VS Code "Dev Containers" output panel for detailed logs