two-jelly-beans/jelly-fin

A simple way to manage your finances with forecasting. We should automate our money, not make it automate us.

Jelly Fin

---

Finances are hard. It's one of the first adulting things everyone has to wrestle with. So, let's make it easy and automate it. Over the course of several years, my wife and I have tracked our finances using a forecasting method and had done it all within a spreadsheet. The time came where I wanted to take this concept and make it mobile using serverless architecture and clean design.

Getting Started

These instructions will get you a copy of the project up and running on your local machine for development and testing purposes. See deployment for notes on how to deploy the project on a live system.

Prerequisites

• Node v8.x.x or use NVM
• A Firebase project

Installing and Running

1. Clone the repo.
2. Run npm install to cover any dependencies.

Common Issues:

If installation isn't working for you, check the following:

1. Your version of node (v 8.x.x) & npm(v 6.x.x): run node -v & npm -v.

Running the tests

After installing all prerequisites and dependencies, just run npm test

Dependencies

Dependency PRs are automagically opened using Dependabot. We want to make sure the app stays green by ensuring the build doesn't break when dependencies are bumped and each dependency is well tested to ensure stability.

Built With

• React
• Firebase

Contributing

Please read CONTRIBUTING.md for details on our code of conduct, and the process for submitting pull requests to us.

Versioning

We use SemVer for versioning. For the versions available, see the tags on this repository.

Authors

• Jonathan Irvin - Initial work - Jelly Fin

See also the list of all who participated in this project.

License

This project is licensed under the GNU General Public License v3.0 - see the LICENSE file for details

Acknowledgments

• Thanks to my wife for the idea, motivation, and support
• Thanks to Ben Halpern for encouraging me to open source this

Why are we doing this?

The idea is to take what we know: the transactions that are predictable like mortgage and insurance and just keep track of them against the account balance. Then take transactions that aren't predictable and try to predict them using seasonality analytics. Does your electric bill go up in the summer? Let's predict what it would be and try and account for it.

jelly-fin's Issues

Build process for Travis

Since we will be building on iOS and Android, Travis should automate that build process for us.

Dependabot can't resolve your JavaScript dependency files

Dependabot can't resolve your JavaScript dependency files.

As a result, Dependabot couldn't update your dependencies.

The error Dependabot encountered was:

Error while updating /package-lock.json:
No matching version found for scheduler@^16.6.2

If you think the above is an error on Dependabot's side please don't hesitate to get in touch - we'll do whatever we can to fix it.

You can mention @dependabot in the comments below to contact the Dependabot team.

Forecasting future balances

Relating to #7, we should be able to calculate what the minimum balance would be for each future month

Remove Serverless in favor of Claudia

Once ClaudiaJS is in place, Serverless framework will no longer be needed.

Dependabot can't parse your package-lock.json

Dependabot couldn't parse the package-lock.json found at /package-lock.json.

You can mention @dependabot in the comments below to contact the Dependabot team.

Get Tab: Calculate Balance

• A list of sums of unique categories of transactions (e.g. Spent $43 on gas over 3 transactions; $200 on groceries)
• Sum of all income
• Sum of all expenses
• Net of 3 and 4
• Beginning Balance (entering the month)
• Final Balance (leaving the month)
• Minimum balance for the month

Test failure on basic App.js smoke test

Describe the bug
Getting the following error when running jest

 FAIL  src/App.spec.js
  ● Test suite failed to run

    Plugin 0 specified in "/Users/jonathanirvin/ji/jelly-fin/node_modules/babel-preset-react-native/index.js" provided an invalid property of "default" (While processing preset: "/Users/jonathanirvin/ji/jelly-fin/node_modules/babel-preset-react-native/index.js")

      at Plugin.init (node_modules/jest-config/node_modules/babel-core/lib/transformation/plugin.js:131:13)
          at Array.map (<anonymous>)
          at Array.map (<anonymous>)

----------|----------|----------|----------|----------|-------------------|
File      |  % Stmts | % Branch |  % Funcs |  % Lines | Uncovered Line #s |
----------|----------|----------|----------|----------|-------------------|
All files |  Unknown |  Unknown |  Unknown |  Unknown |                   |
----------|----------|----------|----------|----------|-------------------|
Test Suites: 1 failed, 1 total
Tests:       0 total
Snapshots:   0 total
Time:        1.586s
Ran all test suites.

To Reproduce
Steps to reproduce the behavior:

1. Checkout the fix-tests branch.
2. Run jest

Expected behavior
All tests should pass

Desktop (please complete the following information):

• OS: MacOS

Smartphone (please complete the following information):
N/A

Additional context
I've been trying to hack this and get this working without any movement.

Load Roboto fonts locally since they won't work from CDN on cordova

Transaction CRUD

Ability to Create, Read, Update, and Delete Transactions.

Forecasting Times: 3, 6, 12 months

Using the ability to generate transactions, we should be able to generate up to 12 months without committing them to the database.

Generating Transactions, Recurring

Some things happen periodically like getting paid, or bills that never change such as a mortgage.
We need a way to generate new transactions based off of a set of rules like weekly, monthly, quarterly, etc.

React Native setup

Dockerize our setup to lower support frequency/issues during onboarding of team members

Currently we all operate on different platforms and different hardware and software versions and we need to standardize as much as we can to ensure our build process is more reliable especially for newer contributors.

Feedback?

Remove GoogleService-Info.plist & add it to .gitignore

We also need to scrub its existence from VC, but since it has now been pushed to a branch and also merged to master, I'm not quite sure how to erase all evidence of its existence

When scheduling bills, a future transaction should have a scheduled indicator

Is your feature request related to a problem? Please describe.
Planning is crucial. Typically bills are paid in advance if done right. If you have several bills, it can be a hassle determining which ones you've scheduled.

Describe the solution you'd like
There should be a way to determine if a bill has been scheduled or not. Maybe this is a checkbox.

Add a package.json script to setup development environment

Development setup is always a pain point. I need someone to take that, script it, and put it nicely into a npm run setup script in package.json.

What would also be nice is a sister script that checks global script versions to make sure you have everything you need.

Critical & Low priority vulnerabilities on "npm install"

Describe the bug

To Reproduce
Steps to reproduce the behavior:

1. clone the repository in a new directory (i'm on MacOS)
2. run "npm install"
3. Observe the error:

  run `npm audit fix` to fix them, or `npm audit` for details

Here's the Audit example

┌──────────────────────────────────────────────────────────────────────────────┐
│                                Manual Review                                 │
│            Some vulnerabilities require your attention to resolve            │
│                                                                              │
│         Visit https://go.npm.me/audit-guide for additional guidance          │
└──────────────────────────────────────────────────────────────────────────────┘
┌───────────────┬──────────────────────────────────────────────────────────────┐
│ Critical      │ Command Injection                                            │
├───────────────┼──────────────────────────────────────────────────────────────┤
│ Package       │ growl                                                        │
├───────────────┼──────────────────────────────────────────────────────────────┤
│ Patched in    │ >=1.10.2                                                     │
├───────────────┼──────────────────────────────────────────────────────────────┤
│ Dependency of │ babel-bridge [dev]                                           │
├───────────────┼──────────────────────────────────────────────────────────────┤
│ Path          │ babel-bridge > mocha > growl                                 │
├───────────────┼──────────────────────────────────────────────────────────────┤
│ More info     │ https://nodesecurity.io/advisories/146                       │
└───────────────┴──────────────────────────────────────────────────────────────┘
┌───────────────┬──────────────────────────────────────────────────────────────┐
│ Low           │ Regular Expression Denial of Service                         │
├───────────────┼──────────────────────────────────────────────────────────────┤
│ Package       │ debug                                                        │
├───────────────┼──────────────────────────────────────────────────────────────┤
│ Patched in    │ >= 2.6.9 < 3.0.0 || >= 3.1.0                                 │
├───────────────┼──────────────────────────────────────────────────────────────┤
│ Dependency of │ babel-bridge [dev]                                           │
├───────────────┼──────────────────────────────────────────────────────────────┤
│ Path          │ babel-bridge > mocha > debug                                 │
├───────────────┼──────────────────────────────────────────────────────────────┤
│ More info     │ https://nodesecurity.io/advisories/534                       │
└───────────────┴──────────────────────────────────────────────────────────────┘
found 2 vulnerabilities (1 low, 1 critical) in 212933 scanned packages
  2 vulnerabilities require manual review. See the full report for details.

Desktop (please complete the following information):

• OS: MacOS Sierra

Configure cordova for ios and android

For consolidating accounts, use checkboxes to dynamically calculate the balance

When you need to find a rouge amount, allow the user to checkboxes next to a debit or deposit and dynamically calculate the balance to "hone in" on the point in which the balance deviates.

Transactions: Get Tab

A list of all transactions for the month

Update readme to help with reinstallation & troubleshooting.

The readme isn't particularly informative about how to perform a clean reinstallation of the project using npm, or what common issues might arise.

Specifically, I had a versioning issue (Node & NPM versions didn't match project versions), and the README wasn't able to provide the proper assistance there.

Desktop/web version?

Is your feature request related to a problem? Please describe.
First of all, I don't know if it's aleady planned or in mind.
We all know mobile devices are the most used for consume everithing. But what about if I am in front of my computer and want to use jelly-fin, should I switch to mobile?

Describe the solution you'd like
Other solution could be provided. Why not a desktop app or web app I could use in order to switch??

Describe alternatives you've considered
Electron with React could be considered for the desktop and only React for web IMO.

Dependabot can't resolve your JavaScript dependency files

Dependabot can't resolve your JavaScript dependency files.

As a result, Dependabot couldn't update your dependencies.

The error Dependabot encountered was:

Error while updating /package-lock.json:
No matching version found for [email protected]

If you think the above is an error on Dependabot's side please don't hesitate to get in touch - we'll do whatever we can to fix it.

You can mention @dependabot in the comments below to contact the Dependabot team.

Date Sorting

Dates should be sorted in ascending order with amounts in descending order by default

Cleanup firebase artifacts

Is there a way to organize the firebase files into a firebase folder?

Unable to run project

Describe the bug
npm start fails on macOS

To Reproduce
Steps to reproduce the behavior:

1. cloned the repo
2. npm install
3. brew install watchman
4. npm start... error occurs

Log

> [email protected] start /Users/Djbeadle/Documents/jelly-fin
> react-native-scripts start

6:12:45 PM: Starting packager...
***ERROR STARTING PACKAGER***

Error: Missing app.json. See https://docs.expo.io/
6:12:46 PM: Error starting packager: Error: Couldn't start project. Please fix the errors and restart the project.
    at /xdl/src/Project.js:1329:11
    at next (native)
    at step (/Users/Djbeadle/Documents/jelly-fin/node_modules/xdl/build/Project.js:1735:191)
    at /Users/Djbeadle/Documents/jelly-fin/node_modules/xdl/build/Project.js:1735:361
    at process._tickCallback (internal/process/next_tick.js:103:7)

Could not find virtual path that is created by vmstation

Describe the bug
my os is win7 64bit ,i have maked a virtual path 'Y:' from vmware soft ,then i want to add a libary to a folder which is in 'Y;' , but system can not find the virtual path.

To Reproduce
Steps to reproduce the behavior:
1.Go to 'Libraries' menu
2.Click on 'Add Media Library'
3.Click on icon '+' behind Folders
4.See error ,i cant find the virtual path

Desktop (please complete the following information):

• OS: win7 64bit
• Browser :chrome

Additional context
this problem is not exist in emby software