Repository: maybe-finance/maybe-archive Branch: main Commit: 04bf3d135bdb Files: 1004 Total size: 2.6 MB Directory structure: gitextract_0nt4pr3f/ ├── .dockerignore ├── .editorconfig ├── .eslintrc.json ├── .github/ │ ├── ISSUE_TEMPLATE/ │ │ ├── bug_report.md │ │ └── feature-request-or-improvement.md │ └── workflows/ │ └── docker-publish.yml ├── .gitignore ├── .husky/ │ └── pre-commit ├── .prettierignore ├── .prettierrc ├── .storybook/ │ ├── main.js │ └── tsconfig.json ├── .vscode/ │ ├── extensions.json │ ├── launch.json │ └── settings.json ├── CONTRIBUTING.md ├── LICENSE ├── README.md ├── apps/ │ ├── .gitkeep │ ├── client/ │ │ ├── .babelrc.json │ │ ├── .eslintrc.json │ │ ├── .storybook/ │ │ │ ├── main.js │ │ │ ├── manager.js │ │ │ ├── preview.js │ │ │ ├── theme.js │ │ │ └── tsconfig.json │ │ ├── Dockerfile │ │ ├── components/ │ │ │ ├── APM.tsx │ │ │ ├── Maintenance.stories.tsx │ │ │ ├── Maintenance.tsx │ │ │ ├── Meta.tsx │ │ │ └── account-views/ │ │ │ ├── DefaultView.tsx │ │ │ ├── InvestmentView.tsx │ │ │ ├── LoanView.tsx │ │ │ └── index.ts │ │ ├── env.sh │ │ ├── env.ts │ │ ├── jest.config.ts │ │ ├── next-env.d.ts │ │ ├── next.config.js │ │ ├── pages/ │ │ │ ├── 404.tsx │ │ │ ├── _app.tsx │ │ │ ├── _document.tsx │ │ │ ├── accounts/ │ │ │ │ ├── [accountId].tsx │ │ │ │ └── index.tsx │ │ │ ├── api/ │ │ │ │ ├── auth/ │ │ │ │ │ └── [...nextauth].ts │ │ │ │ └── card.tsx │ │ │ ├── card/ │ │ │ │ └── [id].tsx │ │ │ ├── data-editor.tsx │ │ │ ├── index.tsx │ │ │ ├── login.tsx │ │ │ ├── onboarding.tsx │ │ │ ├── plans/ │ │ │ │ ├── [planId].tsx │ │ │ │ ├── create.tsx │ │ │ │ └── index.tsx │ │ │ ├── register.tsx │ │ │ ├── settings.tsx │ │ │ └── upgrade.tsx │ │ ├── postcss.config.js │ │ ├── public/ │ │ │ ├── .gitkeep │ │ │ ├── __appenv.js │ │ │ └── assets/ │ │ │ ├── browserconfig.xml │ │ │ └── site.webmanifest │ │ ├── stories/ │ │ │ └── 404.stories.tsx │ │ ├── styles.css │ │ ├── tailwind.config.js │ │ ├── tsconfig.json │ │ └── tsconfig.spec.json │ ├── e2e/ │ │ ├── .eslintrc.json │ │ ├── cypress.config.ts │ │ ├── src/ │ │ │ ├── e2e/ │ │ │ │ ├── accounts.cy.ts │ │ │ │ ├── auth.cy.ts │ │ │ │ └── subscription.cy.ts │ │ │ ├── fixtures/ │ │ │ │ └── stripe/ │ │ │ │ ├── checkoutSessionCompleted.ts │ │ │ │ ├── customerSubscriptionCreated.ts │ │ │ │ ├── customerSubscriptionDeleted.ts │ │ │ │ └── index.ts │ │ │ └── support/ │ │ │ ├── commands.ts │ │ │ ├── e2e.ts │ │ │ └── index.ts │ │ └── tsconfig.json │ ├── server/ │ │ ├── .eslintrc.json │ │ ├── Dockerfile │ │ ├── jest.config.ts │ │ ├── src/ │ │ │ ├── app/ │ │ │ │ ├── __tests__/ │ │ │ │ │ ├── account.integration.spec.ts │ │ │ │ │ ├── balance-sync.integration.spec.ts │ │ │ │ │ ├── connection.integration.spec.ts │ │ │ │ │ ├── insights.integration.spec.ts │ │ │ │ │ ├── net-worth.integration.spec.ts │ │ │ │ │ ├── prisma.integration.spec.ts │ │ │ │ │ ├── stripe.integration.spec.ts │ │ │ │ │ ├── test-data/ │ │ │ │ │ │ ├── portfolio-1/ │ │ │ │ │ │ │ ├── holdings.csv │ │ │ │ │ │ │ ├── securities.csv │ │ │ │ │ │ │ └── transactions.csv │ │ │ │ │ │ └── portfolio-2/ │ │ │ │ │ │ ├── holdings.csv │ │ │ │ │ │ ├── securities.csv │ │ │ │ │ │ └── transactions.csv │ │ │ │ │ └── utils/ │ │ │ │ │ ├── account.ts │ │ │ │ │ ├── axios.ts │ │ │ │ │ ├── csv.ts │ │ │ │ │ ├── server.ts │ │ │ │ │ └── user.ts │ │ │ │ ├── admin/ │ │ │ │ │ └── views/ │ │ │ │ │ ├── pages/ │ │ │ │ │ │ ├── dashboard.ejs │ │ │ │ │ │ └── index.ejs │ │ │ │ │ └── partials/ │ │ │ │ │ └── head.ejs │ │ │ │ ├── app.ts │ │ │ │ ├── lib/ │ │ │ │ │ ├── ability.ts │ │ │ │ │ ├── email.ts │ │ │ │ │ ├── endpoint.ts │ │ │ │ │ ├── logger.ts │ │ │ │ │ ├── prisma.ts │ │ │ │ │ ├── stripe.ts │ │ │ │ │ ├── teller.ts │ │ │ │ │ ├── types.ts │ │ │ │ │ └── webhook.ts │ │ │ │ ├── middleware/ │ │ │ │ │ ├── auth-error-handler.ts │ │ │ │ │ ├── dev-only.ts │ │ │ │ │ ├── error-handler.ts │ │ │ │ │ ├── identify-user.ts │ │ │ │ │ ├── index.ts │ │ │ │ │ ├── maintenance.ts │ │ │ │ │ ├── superjson.ts │ │ │ │ │ ├── validate-auth-jwt.ts │ │ │ │ │ └── validate-teller-signature.ts │ │ │ │ ├── routes/ │ │ │ │ │ ├── account-rollup.router.ts │ │ │ │ │ ├── accounts.router.ts │ │ │ │ │ ├── admin.router.ts │ │ │ │ │ ├── connections.router.ts │ │ │ │ │ ├── e2e.router.ts │ │ │ │ │ ├── holdings.router.ts │ │ │ │ │ ├── index.ts │ │ │ │ │ ├── institutions.router.ts │ │ │ │ │ ├── plans.router.ts │ │ │ │ │ ├── public.router.ts │ │ │ │ │ ├── securities.router.ts │ │ │ │ │ ├── teller.router.ts │ │ │ │ │ ├── tools.router.ts │ │ │ │ │ ├── transactions.router.ts │ │ │ │ │ ├── users.router.ts │ │ │ │ │ ├── valuations.router.ts │ │ │ │ │ └── webhooks.router.ts │ │ │ │ └── trpc.ts │ │ │ ├── assets/ │ │ │ │ ├── script.js │ │ │ │ └── styles.css │ │ │ ├── env.ts │ │ │ ├── environments/ │ │ │ │ ├── environment.prod.ts │ │ │ │ └── environment.ts │ │ │ └── main.ts │ │ ├── tsconfig.app.json │ │ ├── tsconfig.json │ │ └── tsconfig.spec.json │ └── workers/ │ ├── .eslintrc.json │ ├── Dockerfile │ ├── jest.config.ts │ ├── src/ │ │ ├── app/ │ │ │ ├── __tests__/ │ │ │ │ ├── helpers/ │ │ │ │ │ └── user.test-helper.ts │ │ │ │ ├── queue.integration.spec.ts │ │ │ │ ├── security-sync.integration.spec.ts │ │ │ │ └── teller.integration.spec.ts │ │ │ ├── lib/ │ │ │ │ ├── di.ts │ │ │ │ ├── email.ts │ │ │ │ ├── logger.ts │ │ │ │ ├── prisma.ts │ │ │ │ ├── stripe.ts │ │ │ │ └── teller.ts │ │ │ └── services/ │ │ │ ├── bull-queue-event-handler.ts │ │ │ ├── index.ts │ │ │ └── worker-error.service.ts │ │ ├── assets/ │ │ │ └── .gitkeep │ │ ├── env.ts │ │ ├── environments/ │ │ │ ├── environment.prod.ts │ │ │ └── environment.ts │ │ ├── main.ts │ │ └── utils.ts │ ├── tsconfig.app.json │ ├── tsconfig.json │ └── tsconfig.spec.json ├── babel.config.json ├── custom-express.d.ts ├── docker-compose.test.yml ├── docker-compose.yml ├── jest.config.ts ├── jest.preset.js ├── libs/ │ ├── .gitkeep │ ├── client/ │ │ ├── features/ │ │ │ ├── .babelrc │ │ │ ├── .eslintrc.json │ │ │ ├── jest.config.ts │ │ │ ├── src/ │ │ │ │ ├── account/ │ │ │ │ │ ├── AccountMenu.tsx │ │ │ │ │ ├── AccountsSidebar.tsx │ │ │ │ │ ├── PageTitle.tsx │ │ │ │ │ └── index.ts │ │ │ │ ├── accounts-list/ │ │ │ │ │ ├── Account.tsx │ │ │ │ │ ├── AccountDevTools.tsx │ │ │ │ │ ├── AccountGroup.tsx │ │ │ │ │ ├── AccountGroupContainer.tsx │ │ │ │ │ ├── ConnectedAccountGroup.tsx │ │ │ │ │ ├── DeleteConnectionDialog.tsx │ │ │ │ │ ├── DisconnectedAccountGroup.tsx │ │ │ │ │ ├── ManualAccountGroup.tsx │ │ │ │ │ └── index.ts │ │ │ │ ├── accounts-manager/ │ │ │ │ │ ├── AccountTypeGrid.tsx │ │ │ │ │ ├── AccountTypeSelector.tsx │ │ │ │ │ ├── AccountValuationFormFields.tsx │ │ │ │ │ ├── AccountsManager.tsx │ │ │ │ │ ├── DeleteAccount.tsx │ │ │ │ │ ├── EditAccount.tsx │ │ │ │ │ ├── InstitutionGrid.tsx │ │ │ │ │ ├── InstitutionList.tsx │ │ │ │ │ ├── asset/ │ │ │ │ │ │ ├── AddAsset.tsx │ │ │ │ │ │ ├── AssetForm.tsx │ │ │ │ │ │ ├── EditAsset.tsx │ │ │ │ │ │ └── index.ts │ │ │ │ │ ├── connected/ │ │ │ │ │ │ ├── ConnectedAccountForm.tsx │ │ │ │ │ │ ├── EditConnectedAccount.tsx │ │ │ │ │ │ └── index.ts │ │ │ │ │ ├── index.ts │ │ │ │ │ ├── liability/ │ │ │ │ │ │ ├── AddLiability.tsx │ │ │ │ │ │ ├── EditLiability.tsx │ │ │ │ │ │ ├── LiabilityForm.tsx │ │ │ │ │ │ └── index.ts │ │ │ │ │ ├── property/ │ │ │ │ │ │ ├── AddProperty.tsx │ │ │ │ │ │ ├── EditProperty.tsx │ │ │ │ │ │ ├── PropertyForm.tsx │ │ │ │ │ │ └── index.ts │ │ │ │ │ ├── stock/ │ │ │ │ │ │ ├── AddStock.tsx │ │ │ │ │ │ ├── CreateStockAccount.tsx │ │ │ │ │ │ ├── StockForm.tsx │ │ │ │ │ │ └── index.ts │ │ │ │ │ └── vehicle/ │ │ │ │ │ ├── AddVehicle.tsx │ │ │ │ │ ├── EditVehicle.tsx │ │ │ │ │ ├── VehicleForm.tsx │ │ │ │ │ └── index.ts │ │ │ │ ├── data-editor/ │ │ │ │ │ ├── account/ │ │ │ │ │ │ ├── AccountEditor.tsx │ │ │ │ │ │ └── index.ts │ │ │ │ │ ├── index.ts │ │ │ │ │ └── transaction/ │ │ │ │ │ ├── TransactionEditor.tsx │ │ │ │ │ └── index.ts │ │ │ │ ├── holdings-list/ │ │ │ │ │ ├── CostBasisForm.tsx │ │ │ │ │ ├── HoldingList.tsx │ │ │ │ │ ├── HoldingPopout.tsx │ │ │ │ │ ├── HoldingsTable.tsx │ │ │ │ │ ├── SecurityPriceChart.tsx │ │ │ │ │ └── index.ts │ │ │ │ ├── index.ts │ │ │ │ ├── insights/ │ │ │ │ │ ├── explainers/ │ │ │ │ │ │ ├── index.ts │ │ │ │ │ │ ├── investments/ │ │ │ │ │ │ │ ├── AverageReturn.tsx │ │ │ │ │ │ │ ├── Contributions.tsx │ │ │ │ │ │ │ ├── PotentialGainLoss.tsx │ │ │ │ │ │ │ ├── SectorAllocation.tsx │ │ │ │ │ │ │ ├── TotalFees.tsx │ │ │ │ │ │ │ └── index.ts │ │ │ │ │ │ └── net-worth/ │ │ │ │ │ │ ├── BadDebt.tsx │ │ │ │ │ │ ├── GoodDebt.tsx │ │ │ │ │ │ ├── IlliquidAssets.tsx │ │ │ │ │ │ ├── IncomePayingDebt.tsx │ │ │ │ │ │ ├── LiquidAssets.tsx │ │ │ │ │ │ ├── NetWorthTrend.tsx │ │ │ │ │ │ ├── SafetyNet.tsx │ │ │ │ │ │ ├── TotalDebtRatio.tsx │ │ │ │ │ │ ├── YieldingAssets.tsx │ │ │ │ │ │ └── index.ts │ │ │ │ │ ├── index.ts │ │ │ │ │ └── insight-states.ts │ │ │ │ ├── investment-transactions-list/ │ │ │ │ │ ├── InvestmentTransactionList.tsx │ │ │ │ │ ├── InvestmentTransactionListItem.tsx │ │ │ │ │ └── index.ts │ │ │ │ ├── layout/ │ │ │ │ │ ├── DesktopLayout.tsx │ │ │ │ │ ├── FullPageLayout.tsx │ │ │ │ │ ├── MenuPopover.tsx │ │ │ │ │ ├── MobileLayout.tsx │ │ │ │ │ ├── NotFound.tsx │ │ │ │ │ ├── SidebarNav.tsx │ │ │ │ │ ├── WithOnboardingLayout.tsx │ │ │ │ │ ├── WithSidebarLayout.tsx │ │ │ │ │ └── index.ts │ │ │ │ ├── loan-details/ │ │ │ │ │ ├── LoanCard.tsx │ │ │ │ │ ├── LoanDetail.tsx │ │ │ │ │ └── index.ts │ │ │ │ ├── net-worth-insights/ │ │ │ │ │ ├── NetWorthInsightBadge.tsx │ │ │ │ │ ├── NetWorthInsightCard.tsx │ │ │ │ │ ├── NetWorthInsightDetail.tsx │ │ │ │ │ ├── NetWorthInsightStateAxis.tsx │ │ │ │ │ ├── NetWorthPrimaryCardGroup.tsx │ │ │ │ │ ├── breakdown-slider/ │ │ │ │ │ │ ├── NetWorthBreakdownSlider.tsx │ │ │ │ │ │ └── index.ts │ │ │ │ │ ├── breakdown-table/ │ │ │ │ │ │ ├── BreakdownTableIcon.tsx │ │ │ │ │ │ ├── NetWorthBreakdownTable.tsx │ │ │ │ │ │ └── index.ts │ │ │ │ │ ├── income-debt/ │ │ │ │ │ │ ├── IncomeDebtBlock.tsx │ │ │ │ │ │ ├── IncomeDebtDialog.tsx │ │ │ │ │ │ └── index.ts │ │ │ │ │ ├── index.ts │ │ │ │ │ └── safety-net/ │ │ │ │ │ ├── SafetyNetDialog.tsx │ │ │ │ │ ├── SafetyNetOpportunityCost.tsx │ │ │ │ │ ├── SliderBlock.tsx │ │ │ │ │ └── index.ts │ │ │ │ ├── onboarding/ │ │ │ │ │ ├── ExampleApp.tsx │ │ │ │ │ ├── OnboardingBackground.tsx │ │ │ │ │ ├── OnboardingGuard.tsx │ │ │ │ │ ├── OnboardingNavbar.tsx │ │ │ │ │ ├── index.ts │ │ │ │ │ ├── sidebar/ │ │ │ │ │ │ ├── SidebarOnboarding.tsx │ │ │ │ │ │ └── index.ts │ │ │ │ │ └── steps/ │ │ │ │ │ ├── Intro.tsx │ │ │ │ │ ├── Profile.tsx │ │ │ │ │ ├── StepProps.ts │ │ │ │ │ ├── Welcome.tsx │ │ │ │ │ ├── YourMaybe.tsx │ │ │ │ │ ├── index.ts │ │ │ │ │ └── setup/ │ │ │ │ │ ├── AddFirstAccount.tsx │ │ │ │ │ ├── EmailVerification.tsx │ │ │ │ │ ├── OtherAccounts.tsx │ │ │ │ │ └── index.ts │ │ │ │ ├── plans/ │ │ │ │ │ ├── AddPlanScenario.tsx │ │ │ │ │ ├── NewPlanForm.tsx │ │ │ │ │ ├── PlanContext.ts │ │ │ │ │ ├── PlanEventCard.tsx │ │ │ │ │ ├── PlanEventForm.tsx │ │ │ │ │ ├── PlanEventList.tsx │ │ │ │ │ ├── PlanEventPopout.tsx │ │ │ │ │ ├── PlanExplainer.tsx │ │ │ │ │ ├── PlanMenu.tsx │ │ │ │ │ ├── PlanMilestones.tsx │ │ │ │ │ ├── PlanParameterCard.tsx │ │ │ │ │ ├── PlanRangeInput.tsx │ │ │ │ │ ├── PlanRangeSelector.tsx │ │ │ │ │ ├── RetirementMilestoneForm.tsx │ │ │ │ │ ├── RetirementPlanChart.tsx │ │ │ │ │ ├── icon-utils.ts │ │ │ │ │ └── index.ts │ │ │ │ ├── transactions-list/ │ │ │ │ │ ├── ExcludeTransactionDialog.tsx │ │ │ │ │ ├── TransactionList.tsx │ │ │ │ │ ├── TransactionListItem.tsx │ │ │ │ │ └── index.ts │ │ │ │ ├── user-billing/ │ │ │ │ │ ├── BillingPreferences.tsx │ │ │ │ │ ├── PlanSelector.tsx │ │ │ │ │ ├── PremiumIcon.tsx │ │ │ │ │ ├── SubscriberGuard.tsx │ │ │ │ │ ├── UpgradePrompt.tsx │ │ │ │ │ ├── UpgradeTakeover.tsx │ │ │ │ │ ├── graphics/ │ │ │ │ │ │ ├── FeaturesGlow.tsx │ │ │ │ │ │ ├── SideGrid.tsx │ │ │ │ │ │ └── index.ts │ │ │ │ │ └── index.ts │ │ │ │ ├── user-details/ │ │ │ │ │ ├── DeleteUserButton.tsx │ │ │ │ │ ├── DeleteUserModal.tsx │ │ │ │ │ ├── UserDetails.tsx │ │ │ │ │ ├── UserDevTools.tsx │ │ │ │ │ └── index.ts │ │ │ │ ├── user-security/ │ │ │ │ │ ├── PasswordReset.tsx │ │ │ │ │ ├── SecurityPreferences.tsx │ │ │ │ │ └── index.ts │ │ │ │ └── valuations-list/ │ │ │ │ ├── PerformanceMetric.tsx │ │ │ │ ├── ValuationList.tsx │ │ │ │ ├── ValuationsDateCell.tsx │ │ │ │ ├── ValuationsTable.tsx │ │ │ │ ├── ValuationsTableForm.tsx │ │ │ │ ├── index.ts │ │ │ │ └── types.ts │ │ │ ├── tsconfig.json │ │ │ ├── tsconfig.lib.json │ │ │ └── tsconfig.spec.json │ │ └── shared/ │ │ ├── .babelrc │ │ ├── .eslintrc.json │ │ ├── README.md │ │ ├── jest.config.ts │ │ ├── src/ │ │ │ ├── api/ │ │ │ │ ├── index.ts │ │ │ │ ├── useAccountApi.ts │ │ │ │ ├── useAccountConnectionApi.ts │ │ │ │ ├── useAuthUserApi.ts │ │ │ │ ├── useHoldingApi.ts │ │ │ │ ├── useInstitutionApi.ts │ │ │ │ ├── usePlanApi.ts │ │ │ │ ├── useSecurityApi.ts │ │ │ │ ├── useTellerApi.ts │ │ │ │ ├── useTransactionApi.ts │ │ │ │ ├── useUserApi.ts │ │ │ │ └── useValuationApi.ts │ │ │ ├── components/ │ │ │ │ ├── cards/ │ │ │ │ │ ├── MaybeCard.tsx │ │ │ │ │ ├── MaybeCardShareModal.tsx │ │ │ │ │ └── index.ts │ │ │ │ ├── charts/ │ │ │ │ │ ├── index.ts │ │ │ │ │ └── time-series/ │ │ │ │ │ ├── AxisBottom.tsx │ │ │ │ │ ├── AxisLeft.tsx │ │ │ │ │ ├── BaseChart.tsx │ │ │ │ │ ├── Chart.tsx │ │ │ │ │ ├── DefaultTooltip.tsx │ │ │ │ │ ├── FloatingIcon.tsx │ │ │ │ │ ├── Line.tsx │ │ │ │ │ ├── LineRange.tsx │ │ │ │ │ ├── LoadingChart.tsx │ │ │ │ │ ├── MultiColorGradient.tsx │ │ │ │ │ ├── PlusCircleGlyph.tsx │ │ │ │ │ ├── ZeroPointGradient.tsx │ │ │ │ │ ├── colorScales.ts │ │ │ │ │ ├── index.ts │ │ │ │ │ ├── types.ts │ │ │ │ │ ├── useSeries.ts │ │ │ │ │ └── useTooltip.ts │ │ │ │ ├── dialogs/ │ │ │ │ │ ├── NonUSDDialog.tsx │ │ │ │ │ └── index.ts │ │ │ │ ├── explainers/ │ │ │ │ │ ├── ExplainerExternalLink.tsx │ │ │ │ │ ├── ExplainerInfoBlock.tsx │ │ │ │ │ ├── ExplainerPerformanceBlock.tsx │ │ │ │ │ ├── ExplainerSection.tsx │ │ │ │ │ └── index.ts │ │ │ │ ├── generic/ │ │ │ │ │ ├── BoxIcon.tsx │ │ │ │ │ ├── Confetti.tsx │ │ │ │ │ ├── InfiniteScroll.tsx │ │ │ │ │ ├── InsightGroup.tsx │ │ │ │ │ ├── InsightPopout.tsx │ │ │ │ │ ├── ProfileCircle.tsx │ │ │ │ │ ├── RelativeTime.tsx │ │ │ │ │ ├── TakeoverBackground.tsx │ │ │ │ │ ├── Toaster.tsx │ │ │ │ │ ├── TrendBadge.tsx │ │ │ │ │ ├── index.ts │ │ │ │ │ └── small-decimals/ │ │ │ │ │ ├── SmallDecimals.test.tsx │ │ │ │ │ ├── SmallDecimals.tsx │ │ │ │ │ └── index.ts │ │ │ │ ├── index.ts │ │ │ │ ├── loaders/ │ │ │ │ │ ├── MainContentLoader.tsx │ │ │ │ │ └── index.ts │ │ │ │ ├── overlays/ │ │ │ │ │ ├── BlurredContentOverlay.tsx │ │ │ │ │ ├── ErrorFallbackOverlay.tsx │ │ │ │ │ ├── MainContentOverlay.tsx │ │ │ │ │ ├── Overlay.tsx │ │ │ │ │ └── index.ts │ │ │ │ └── tables/ │ │ │ │ ├── data-table/ │ │ │ │ │ ├── DataTable.tsx │ │ │ │ │ ├── DefaultCell.tsx │ │ │ │ │ ├── EditableBooleanCell.tsx │ │ │ │ │ ├── EditableCell.tsx │ │ │ │ │ ├── EditableDateCell.tsx │ │ │ │ │ ├── EditableDropdownCell.tsx │ │ │ │ │ ├── EditableStringCell.tsx │ │ │ │ │ ├── index.ts │ │ │ │ │ └── types.ts │ │ │ │ └── index.ts │ │ │ ├── hooks/ │ │ │ │ ├── index.ts │ │ │ │ ├── useAccountNotifications.ts │ │ │ │ ├── useAxiosWithAuth.ts │ │ │ │ ├── useDebounce.ts │ │ │ │ ├── useFrame.ts │ │ │ │ ├── useInterval.ts │ │ │ │ ├── useLastUpdated.ts │ │ │ │ ├── useLocalStorage.ts │ │ │ │ ├── useLogger.ts │ │ │ │ ├── useModalManager.ts │ │ │ │ ├── useProviderStatus.ts │ │ │ │ ├── useQueryParam.ts │ │ │ │ ├── useScreenSize.ts │ │ │ │ └── useTeller.ts │ │ │ ├── index.ts │ │ │ ├── providers/ │ │ │ │ ├── AccountContextProvider.tsx │ │ │ │ ├── AxiosProvider.tsx │ │ │ │ ├── LayoutContextProvider.tsx │ │ │ │ ├── LogProvider.tsx │ │ │ │ ├── PopoutProvider.tsx │ │ │ │ ├── QueryProvider.tsx │ │ │ │ ├── UserAccountContextProvider.tsx │ │ │ │ └── index.ts │ │ │ ├── types/ │ │ │ │ ├── client-side-feature-flags.ts │ │ │ │ ├── index.ts │ │ │ │ └── react-types.ts │ │ │ └── utils/ │ │ │ ├── account-utils.ts │ │ │ ├── browser-utils.ts │ │ │ ├── form-utils.ts │ │ │ ├── image-loaders.ts │ │ │ └── index.ts │ │ ├── tsconfig.json │ │ ├── tsconfig.lib.json │ │ └── tsconfig.spec.json │ ├── design-system/ │ │ ├── .babelrc │ │ ├── .eslintrc.json │ │ ├── .storybook/ │ │ │ ├── main.js │ │ │ ├── manager.js │ │ │ ├── preview.js │ │ │ ├── theme.js │ │ │ └── tsconfig.json │ │ ├── README.md │ │ ├── assets/ │ │ │ └── styles.css │ │ ├── docs/ │ │ │ ├── Getting Started/ │ │ │ │ ├── About.stories.mdx │ │ │ │ ├── Colors.stories.mdx │ │ │ │ └── Typography.stories.mdx │ │ │ └── util/ │ │ │ ├── Swatch.tsx │ │ │ └── SwatchGroup.tsx │ │ ├── jest.config.ts │ │ ├── jest.setup.js │ │ ├── package.json │ │ ├── postcss.config.js │ │ ├── src/ │ │ │ ├── index.ts │ │ │ └── lib/ │ │ │ ├── AccordionRow/ │ │ │ │ ├── AccordionRow.spec.tsx │ │ │ │ ├── AccordionRow.stories.tsx │ │ │ │ ├── AccordionRow.tsx │ │ │ │ ├── __snapshots__/ │ │ │ │ │ └── AccordionRow.spec.tsx.snap │ │ │ │ └── index.ts │ │ │ ├── Alert/ │ │ │ │ ├── Alert.stories.tsx │ │ │ │ ├── Alert.tsx │ │ │ │ └── index.ts │ │ │ ├── Badge/ │ │ │ │ ├── Badge.spec.tsx │ │ │ │ ├── Badge.stories.tsx │ │ │ │ ├── Badge.tsx │ │ │ │ ├── __snapshots__/ │ │ │ │ │ └── Badge.spec.tsx.snap │ │ │ │ └── index.ts │ │ │ ├── Breadcrumb/ │ │ │ │ ├── Breadcrumb.spec.tsx │ │ │ │ ├── Breadcrumb.stories.tsx │ │ │ │ ├── Breadcrumb.tsx │ │ │ │ ├── __snapshots__/ │ │ │ │ │ └── Breadcrumb.spec.tsx.snap │ │ │ │ └── index.ts │ │ │ ├── Button/ │ │ │ │ ├── Button.spec.tsx │ │ │ │ ├── Button.stories.tsx │ │ │ │ ├── Button.tsx │ │ │ │ ├── __snapshots__/ │ │ │ │ │ └── Button.spec.tsx.snap │ │ │ │ └── index.ts │ │ │ ├── Checkbox/ │ │ │ │ ├── Checkbox.spec.tsx │ │ │ │ ├── Checkbox.stories.tsx │ │ │ │ ├── Checkbox.tsx │ │ │ │ ├── __snapshots__/ │ │ │ │ │ └── Checkbox.spec.tsx.snap │ │ │ │ └── index.ts │ │ │ ├── DatePicker/ │ │ │ │ ├── DatePicker.spec.tsx │ │ │ │ ├── DatePicker.stories.tsx │ │ │ │ ├── DatePicker.tsx │ │ │ │ ├── DatePickerCalendar.tsx │ │ │ │ ├── DatePickerInput.tsx │ │ │ │ ├── DatePickerMonth.tsx │ │ │ │ ├── DatePickerQuickSelect.tsx │ │ │ │ ├── DatePickerRange/ │ │ │ │ │ ├── DatePickerRange.spec.tsx │ │ │ │ │ ├── DatePickerRange.stories.tsx │ │ │ │ │ ├── DatePickerRange.tsx │ │ │ │ │ ├── DatePickerRangeButton.tsx │ │ │ │ │ ├── DatePickerRangeCalendar.tsx │ │ │ │ │ ├── DatePickerRangeTabs.tsx │ │ │ │ │ ├── __snapshots__/ │ │ │ │ │ │ └── DatePickerRange.spec.tsx.snap │ │ │ │ │ └── index.ts │ │ │ │ ├── DatePickerYear.tsx │ │ │ │ ├── __snapshots__/ │ │ │ │ │ └── DatePicker.spec.tsx.snap │ │ │ │ ├── index.ts │ │ │ │ ├── selectableRanges.ts │ │ │ │ ├── utils.spec.tsx │ │ │ │ └── utils.tsx │ │ │ ├── Dialog/ │ │ │ │ ├── Dialog.spec.tsx │ │ │ │ ├── Dialog.stories.tsx │ │ │ │ ├── Dialog.tsx │ │ │ │ ├── DialogV2.tsx │ │ │ │ ├── __snapshots__/ │ │ │ │ │ └── Dialog.spec.tsx.snap │ │ │ │ └── index.ts │ │ │ ├── FormGroup/ │ │ │ │ ├── FormGroup.spec.tsx │ │ │ │ ├── FormGroup.tsx │ │ │ │ ├── __snapshots__/ │ │ │ │ │ └── FormGroup.spec.tsx.snap │ │ │ │ └── index.ts │ │ │ ├── FractionalCircle/ │ │ │ │ ├── FractionalCircle.stories.tsx │ │ │ │ ├── FractionalCircle.tsx │ │ │ │ └── index.ts │ │ │ ├── IndexTabs/ │ │ │ │ ├── IndexTabs.spec.tsx │ │ │ │ ├── IndexTabs.stories.tsx │ │ │ │ ├── IndexTabs.tsx │ │ │ │ ├── __snapshots__/ │ │ │ │ │ └── IndexTabs.spec.tsx.snap │ │ │ │ └── index.ts │ │ │ ├── Listbox/ │ │ │ │ ├── Listbox.spec.tsx │ │ │ │ ├── Listbox.stories.tsx │ │ │ │ ├── Listbox.tsx │ │ │ │ ├── __snapshots__/ │ │ │ │ │ └── Listbox.spec.tsx.snap │ │ │ │ └── index.ts │ │ │ ├── LoadingPlaceholder/ │ │ │ │ ├── LoadingPlaceholder.spec.tsx │ │ │ │ ├── LoadingPlaceholder.stories.tsx │ │ │ │ ├── LoadingPlaceholder.tsx │ │ │ │ ├── __snapshots__/ │ │ │ │ │ └── LoadingPlaceholder.spec.tsx.snap │ │ │ │ └── index.ts │ │ │ ├── LoadingSpinner/ │ │ │ │ ├── LoadingSpinner.spec.tsx │ │ │ │ ├── LoadingSpinner.stories.tsx │ │ │ │ ├── LoadingSpinner.tsx │ │ │ │ ├── __snapshots__/ │ │ │ │ │ └── LoadingSpinner.spec.tsx.snap │ │ │ │ └── index.ts │ │ │ ├── Menu/ │ │ │ │ ├── Menu.spec.tsx │ │ │ │ ├── Menu.stories.tsx │ │ │ │ ├── Menu.tsx │ │ │ │ ├── __snapshots__/ │ │ │ │ │ └── Menu.spec.tsx.snap │ │ │ │ └── index.ts │ │ │ ├── Popover/ │ │ │ │ ├── Popover.spec.tsx │ │ │ │ ├── Popover.stories.tsx │ │ │ │ ├── Popover.tsx │ │ │ │ ├── __snapshots__/ │ │ │ │ │ └── Popover.spec.tsx.snap │ │ │ │ └── index.ts │ │ │ ├── RTEditor/ │ │ │ │ ├── RTEditor.tsx │ │ │ │ └── index.ts │ │ │ ├── RadioGroup/ │ │ │ │ ├── RadioGroup.stories.tsx │ │ │ │ ├── RadioGroup.tsx │ │ │ │ └── index.ts │ │ │ ├── Slider/ │ │ │ │ ├── Slider.spec.tsx │ │ │ │ ├── Slider.stories.tsx │ │ │ │ ├── Slider.tsx │ │ │ │ ├── __snapshots__/ │ │ │ │ │ └── Slider.spec.tsx.snap │ │ │ │ └── index.ts │ │ │ ├── Step/ │ │ │ │ ├── Step.spec.tsx │ │ │ │ ├── Step.stories.tsx │ │ │ │ ├── Step.tsx │ │ │ │ ├── __snapshots__/ │ │ │ │ │ └── Step.spec.tsx.snap │ │ │ │ └── index.ts │ │ │ ├── Tab/ │ │ │ │ ├── Tab.spec.tsx │ │ │ │ ├── Tab.stories.tsx │ │ │ │ ├── Tab.tsx │ │ │ │ ├── __snapshots__/ │ │ │ │ │ └── Tab.spec.tsx.snap │ │ │ │ └── index.ts │ │ │ ├── Takeover/ │ │ │ │ ├── Takeover.spec.tsx │ │ │ │ ├── Takeover.stories.tsx │ │ │ │ ├── Takeover.tsx │ │ │ │ ├── __snapshots__/ │ │ │ │ │ └── Takeover.spec.tsx.snap │ │ │ │ └── index.ts │ │ │ ├── Toast/ │ │ │ │ ├── Toast.spec.tsx │ │ │ │ ├── Toast.stories.tsx │ │ │ │ ├── Toast.tsx │ │ │ │ ├── __snapshots__/ │ │ │ │ │ └── Toast.spec.tsx.snap │ │ │ │ └── index.ts │ │ │ ├── Toggle/ │ │ │ │ ├── Toggle.spec.tsx │ │ │ │ ├── Toggle.stories.tsx │ │ │ │ ├── Toggle.tsx │ │ │ │ ├── __snapshots__/ │ │ │ │ │ └── Toggle.spec.tsx.snap │ │ │ │ └── index.ts │ │ │ ├── Tooltip/ │ │ │ │ ├── Tooltip.spec.tsx │ │ │ │ ├── Tooltip.stories.tsx │ │ │ │ ├── Tooltip.tsx │ │ │ │ ├── __snapshots__/ │ │ │ │ │ └── Tooltip.spec.tsx.snap │ │ │ │ └── index.ts │ │ │ ├── TrendLine/ │ │ │ │ ├── TrendLine.stories.tsx │ │ │ │ ├── TrendLine.tsx │ │ │ │ ├── Trendline.spec.tsx │ │ │ │ ├── __snapshots__/ │ │ │ │ │ └── Trendline.spec.tsx.snap │ │ │ │ └── index.ts │ │ │ └── inputs/ │ │ │ ├── Input/ │ │ │ │ ├── Input.spec.tsx │ │ │ │ ├── Input.stories.tsx │ │ │ │ ├── Input.tsx │ │ │ │ ├── __snapshots__/ │ │ │ │ │ └── Input.spec.tsx.snap │ │ │ │ └── index.ts │ │ │ ├── InputColorHint/ │ │ │ │ ├── InputColorHint.tsx │ │ │ │ └── index.ts │ │ │ ├── InputCurrency/ │ │ │ │ ├── InputCurrency.spec.tsx │ │ │ │ ├── InputCurrency.stories.tsx │ │ │ │ ├── InputCurrency.tsx │ │ │ │ ├── __snapshots__/ │ │ │ │ │ └── InputCurrency.spec.tsx.snap │ │ │ │ └── index.ts │ │ │ ├── InputHint/ │ │ │ │ ├── InputHint.tsx │ │ │ │ └── index.ts │ │ │ ├── InputPassword/ │ │ │ │ ├── InputPassword.spec.tsx │ │ │ │ ├── InputPassword.stories.tsx │ │ │ │ ├── InputPassword.tsx │ │ │ │ ├── __snapshots__/ │ │ │ │ │ └── InputPassword.spec.tsx.snap │ │ │ │ └── index.ts │ │ │ └── index.ts │ │ ├── tailwind.config.js │ │ ├── tsconfig.json │ │ ├── tsconfig.lib.json │ │ └── tsconfig.spec.json │ ├── server/ │ │ ├── features/ │ │ │ ├── .babelrc │ │ │ ├── .eslintrc.json │ │ │ ├── README.md │ │ │ ├── jest.config.ts │ │ │ ├── src/ │ │ │ │ ├── account/ │ │ │ │ │ ├── account-query.service.ts │ │ │ │ │ ├── account.processor.ts │ │ │ │ │ ├── account.provider.ts │ │ │ │ │ ├── account.schema.ts │ │ │ │ │ ├── account.service.ts │ │ │ │ │ ├── index.ts │ │ │ │ │ └── insight.service.ts │ │ │ │ ├── account-balance/ │ │ │ │ │ ├── balance-sync.strategy.ts │ │ │ │ │ ├── index.ts │ │ │ │ │ ├── investment-transaction-balance-sync.strategy.ts │ │ │ │ │ ├── loan-balance-sync.strategy.ts │ │ │ │ │ ├── transaction-balance-sync.strategy.ts │ │ │ │ │ └── valuation-balance-sync.strategy.ts │ │ │ │ ├── account-connection/ │ │ │ │ │ ├── account-connection.processor.ts │ │ │ │ │ ├── account-connection.provider.ts │ │ │ │ │ ├── account-connection.service.ts │ │ │ │ │ └── index.ts │ │ │ │ ├── auth-user/ │ │ │ │ │ ├── auth-user.service.ts │ │ │ │ │ └── index.ts │ │ │ │ ├── email/ │ │ │ │ │ ├── email.processor.ts │ │ │ │ │ ├── email.schema.ts │ │ │ │ │ ├── email.service.ts │ │ │ │ │ ├── index.ts │ │ │ │ │ └── providers/ │ │ │ │ │ ├── index.ts │ │ │ │ │ ├── postmark.provider.ts │ │ │ │ │ └── smtp.provider.ts │ │ │ │ ├── holding/ │ │ │ │ │ ├── holding.schema.ts │ │ │ │ │ ├── holding.service.ts │ │ │ │ │ └── index.ts │ │ │ │ ├── index.ts │ │ │ │ ├── institution/ │ │ │ │ │ ├── index.ts │ │ │ │ │ ├── institution.provider.ts │ │ │ │ │ └── institution.service.ts │ │ │ │ ├── investment-transaction/ │ │ │ │ │ ├── index.ts │ │ │ │ │ └── investment-transaction.schema.ts │ │ │ │ ├── plan/ │ │ │ │ │ ├── index.ts │ │ │ │ │ ├── plan.schema.ts │ │ │ │ │ ├── plan.service.ts │ │ │ │ │ └── projection/ │ │ │ │ │ ├── index.ts │ │ │ │ │ ├── monte-carlo.spec.ts │ │ │ │ │ ├── monte-carlo.ts │ │ │ │ │ ├── projection-calculator.spec.ts │ │ │ │ │ ├── projection-calculator.ts │ │ │ │ │ ├── projection-value.spec.ts │ │ │ │ │ └── projection-value.ts │ │ │ │ ├── providers/ │ │ │ │ │ ├── index.ts │ │ │ │ │ ├── property/ │ │ │ │ │ │ ├── index.ts │ │ │ │ │ │ └── property.service.ts │ │ │ │ │ ├── teller/ │ │ │ │ │ │ ├── index.ts │ │ │ │ │ │ ├── teller.etl.ts │ │ │ │ │ │ ├── teller.service.ts │ │ │ │ │ │ └── teller.webhook.ts │ │ │ │ │ └── vehicle/ │ │ │ │ │ ├── index.ts │ │ │ │ │ └── vehicle.service.ts │ │ │ │ ├── security-pricing/ │ │ │ │ │ ├── index.ts │ │ │ │ │ ├── security-pricing.processor.ts │ │ │ │ │ └── security-pricing.service.ts │ │ │ │ ├── stripe/ │ │ │ │ │ ├── index.ts │ │ │ │ │ └── stripe.webhook.ts │ │ │ │ ├── transaction/ │ │ │ │ │ ├── index.ts │ │ │ │ │ ├── transaction.schema.ts │ │ │ │ │ └── transaction.service.ts │ │ │ │ ├── user/ │ │ │ │ │ ├── index.ts │ │ │ │ │ ├── onboarding.schema.ts │ │ │ │ │ ├── onboarding.service.ts │ │ │ │ │ ├── user.processor.ts │ │ │ │ │ └── user.service.ts │ │ │ │ └── valuation/ │ │ │ │ ├── index.ts │ │ │ │ └── valuation.service.ts │ │ │ ├── tsconfig.json │ │ │ ├── tsconfig.lib.json │ │ │ └── tsconfig.spec.json │ │ └── shared/ │ │ ├── .babelrc │ │ ├── .eslintrc.json │ │ ├── README.md │ │ ├── jest.config.ts │ │ ├── src/ │ │ │ ├── endpoint.ts │ │ │ ├── etl.ts │ │ │ ├── index.ts │ │ │ ├── logger.ts │ │ │ ├── services/ │ │ │ │ ├── cache.service.ts │ │ │ │ ├── crypto.service.ts │ │ │ │ ├── index.ts │ │ │ │ ├── market-data.service.spec.ts │ │ │ │ ├── market-data.service.ts │ │ │ │ ├── pg.service.ts │ │ │ │ ├── queue/ │ │ │ │ │ ├── bull-queue.ts │ │ │ │ │ ├── in-memory-queue.ts │ │ │ │ │ └── index.ts │ │ │ │ └── queue.service.ts │ │ │ ├── sql-template-tag.ts │ │ │ └── utils/ │ │ │ ├── db-utils.ts │ │ │ ├── error-utils.ts │ │ │ ├── index.ts │ │ │ ├── server-utils.ts │ │ │ └── teller-utils.ts │ │ ├── tsconfig.json │ │ ├── tsconfig.lib.json │ │ └── tsconfig.spec.json │ ├── shared/ │ │ ├── .babelrc │ │ ├── .eslintrc.json │ │ ├── README.md │ │ ├── jest.config.ts │ │ ├── src/ │ │ │ ├── index.ts │ │ │ ├── superjson.spec.ts │ │ │ ├── superjson.ts │ │ │ ├── types/ │ │ │ │ ├── account-types.ts │ │ │ │ ├── api-types.ts │ │ │ │ ├── email-types.ts │ │ │ │ ├── general-types.ts │ │ │ │ ├── holding-types.ts │ │ │ │ ├── index.ts │ │ │ │ ├── institution-types.ts │ │ │ │ ├── investment-transaction-types.ts │ │ │ │ ├── plan-types.ts │ │ │ │ ├── security-types.ts │ │ │ │ ├── transaction-types.ts │ │ │ │ └── user-types.ts │ │ │ └── utils/ │ │ │ ├── account-utils.ts │ │ │ ├── date-utils.spec.ts │ │ │ ├── date-utils.ts │ │ │ ├── geo-utils.ts │ │ │ ├── index.ts │ │ │ ├── market-utils.ts │ │ │ ├── number-utils.spec.ts │ │ │ ├── number-utils.ts │ │ │ ├── plan-utils.ts │ │ │ ├── shared-utils.spec.ts │ │ │ ├── shared-utils.ts │ │ │ ├── stats-utils.spec.ts │ │ │ ├── stats-utils.ts │ │ │ ├── test-utils.ts │ │ │ ├── transaction-utils.ts │ │ │ └── user-utils.ts │ │ ├── tsconfig.json │ │ ├── tsconfig.lib.json │ │ └── tsconfig.spec.json │ └── teller-api/ │ ├── .eslintrc.json │ ├── jest.config.ts │ ├── src/ │ │ ├── index.ts │ │ ├── teller-api.ts │ │ └── types/ │ │ ├── account-balance.ts │ │ ├── account-details.ts │ │ ├── accounts.ts │ │ ├── authentication.ts │ │ ├── enrollment.ts │ │ ├── error.ts │ │ ├── identity.ts │ │ ├── index.ts │ │ ├── institutions.ts │ │ ├── transactions.ts │ │ └── webhooks.ts │ ├── tsconfig.json │ ├── tsconfig.lib.json │ └── tsconfig.spec.json ├── nx.json ├── package.json ├── prisma/ │ ├── migrations/ │ │ ├── 20211005200319_init/ │ │ │ └── migration.sql │ │ ├── 20211019194924_unique_constraint_on_account_balances/ │ │ │ └── migration.sql │ │ ├── 20211019214200_default_values/ │ │ │ └── migration.sql │ │ ├── 20211025200206_account_balance_schema_update/ │ │ │ └── migration.sql │ │ ├── 20211026174357_default_text_type/ │ │ │ └── migration.sql │ │ ├── 20211026175641_default_values/ │ │ │ └── migration.sql │ │ ├── 20211102165759_account_status/ │ │ │ └── migration.sql │ │ ├── 20211102183151_add_account_types_and_subtypes/ │ │ │ └── migration.sql │ │ ├── 20211104155259_account_uniqueness/ │ │ │ └── migration.sql │ │ ├── 20211105234550_posted_date_type/ │ │ │ └── migration.sql │ │ ├── 20211109151750_account_type_seed/ │ │ │ └── migration.sql │ │ ├── 20211110044559_manual_accounts_rename_fk/ │ │ │ └── migration.sql │ │ ├── 20211116235652_investment_data/ │ │ │ └── migration.sql │ │ ├── 20211117190140_add_manual_account_types/ │ │ │ └── migration.sql │ │ ├── 20211117190719_updated_at_default/ │ │ │ └── migration.sql │ │ ├── 20211117210112_valuation_date/ │ │ │ └── migration.sql │ │ ├── 20211117233026_add_date_indices/ │ │ │ └── migration.sql │ │ ├── 20211118160716_account_balance_update/ │ │ │ └── migration.sql │ │ ├── 20211118191000_account_balance_timestamps/ │ │ │ └── migration.sql │ │ ├── 20211118194940_account_functions/ │ │ │ └── migration.sql │ │ ├── 20211118214727_txn_date_naming/ │ │ │ └── migration.sql │ │ ├── 20211129155121_connection_status_codes/ │ │ │ └── migration.sql │ │ ├── 20211130184227_new_accounts_available_flag/ │ │ │ └── migration.sql │ │ ├── 20211201023540_account_single_table_inheritance/ │ │ │ └── migration.sql │ │ ├── 20211203180216_security_pricing/ │ │ │ └── migration.sql │ │ ├── 20211204053810_account_balance_hypertable/ │ │ │ └── migration.sql │ │ ├── 20211207192726_add_valuation_generated_cols/ │ │ │ └── migration.sql │ │ ├── 20211208162929_transaction_date/ │ │ │ └── migration.sql │ │ ├── 20211209041710_remove_initial_txn/ │ │ │ └── migration.sql │ │ ├── 20211209050532_update_fns/ │ │ │ └── migration.sql │ │ ├── 20211211140103_add_institution_id_to_connection/ │ │ │ └── migration.sql │ │ ├── 20211213211517_account_user_index/ │ │ │ └── migration.sql │ │ ├── 20211214162659_security_pricing_source/ │ │ │ └── migration.sql │ │ ├── 20211215195518_add_account_start_date/ │ │ │ └── migration.sql │ │ ├── 20211230035441_account_sync_status/ │ │ │ └── migration.sql │ │ ├── 20220106215040_add_mask_to_account/ │ │ │ └── migration.sql │ │ ├── 20220107170334_hypertable_chunk_size_tuning/ │ │ │ └── migration.sql │ │ ├── 20220112171128_update_fn/ │ │ │ └── migration.sql │ │ ├── 20220121175453_account_liability_json/ │ │ │ └── migration.sql │ │ ├── 20220124193549_add_plaid_valuation_valuation_type/ │ │ │ └── migration.sql │ │ ├── 20220124211317_update_valuation_types_and_sources/ │ │ │ └── migration.sql │ │ ├── 20220125211038_add_unique_constraint_to_valuations/ │ │ │ └── migration.sql │ │ ├── 20220202184342_account_balances_gapfilled_fn/ │ │ │ └── migration.sql │ │ ├── 20220203234737_update_fn/ │ │ │ └── migration.sql │ │ ├── 20220214175713_narrow_transaction_category/ │ │ │ └── migration.sql │ │ ├── 20220215201534_transaction_remove_subcategory_add_plaid_category/ │ │ │ └── migration.sql │ │ ├── 20220215212216_add_transaction_indexes/ │ │ │ └── migration.sql │ │ ├── 20220217040807_add_merchant_name_to_transactions/ │ │ │ └── migration.sql │ │ ├── 20220228233043_change_money_type/ │ │ │ └── migration.sql │ │ ├── 20220302181536_add_price_as_of_to_security_pricing/ │ │ │ └── migration.sql │ │ ├── 20220307200633_remove_price_from_holding/ │ │ │ └── migration.sql │ │ ├── 20220307211701_valuation_trigger/ │ │ │ └── migration.sql │ │ ├── 20220311165323_add_shares_per_contract_to_security/ │ │ │ └── migration.sql │ │ ├── 20220315172110_institution/ │ │ │ └── migration.sql │ │ ├── 20220316200652_reset_plaid_derivative_prices/ │ │ │ └── migration.sql │ │ ├── 20220317191949_reset_plaid_derivative_prices_again/ │ │ │ └── migration.sql │ │ ├── 20220323203441_multi_provider_updates/ │ │ │ └── migration.sql │ │ ├── 20220323212807_fix_function/ │ │ │ └── migration.sql │ │ ├── 20220411193518_stop_generating_and_enumize_account_category/ │ │ │ └── migration.sql │ │ ├── 20220426190758_add_url_and_logo_url_to_institution/ │ │ │ └── migration.sql │ │ ├── 20220504231954_finicity_updates/ │ │ │ └── migration.sql │ │ ├── 20220518005502_finicity_customer_id_uniqueness/ │ │ │ └── migration.sql │ │ ├── 20220519192445_institution_refactor/ │ │ │ └── migration.sql │ │ ├── 20220520161223_institution_search_algo/ │ │ │ └── migration.sql │ │ ├── 20220606160203_add_finicity_username_to_user/ │ │ │ └── migration.sql │ │ ├── 20220607162542_add_crisp_session_token_to_user/ │ │ │ └── migration.sql │ │ ├── 20220608171009_add_success_rate_and_oauth_to_provider_institutions/ │ │ │ └── migration.sql │ │ ├── 20220608190342_add_unique_constraint_to_institution/ │ │ │ └── migration.sql │ │ ├── 20220608202739_add_success_rate_updated_to_provider_institution/ │ │ │ └── migration.sql │ │ ├── 20220609195136_remove_success_rate_from_provider_institution/ │ │ │ └── migration.sql │ │ ├── 20220622160129_add_finicity_error/ │ │ │ └── migration.sql │ │ ├── 20220623171212_remove_holding_unique_constraint/ │ │ │ └── migration.sql │ │ ├── 20220630005107_category_overrides/ │ │ │ └── migration.sql │ │ ├── 20220701013813_merge_updates/ │ │ │ └── migration.sql │ │ ├── 20220707195013_user_overrides/ │ │ │ └── migration.sql │ │ ├── 20220708191740_txn_excluded_flag/ │ │ │ └── migration.sql │ │ ├── 20220713134742_add_provider_field/ │ │ │ └── migration.sql │ │ ├── 20220714180514_update_account_start_date_fn/ │ │ │ └── migration.sql │ │ ├── 20220714180819_account_category_consolidation/ │ │ │ └── migration.sql │ │ ├── 20220714181018_update_account_type_model/ │ │ │ └── migration.sql │ │ ├── 20220715191415_add_liability_fields/ │ │ │ └── migration.sql │ │ ├── 20220719200317_plaid_txn_category/ │ │ │ └── migration.sql │ │ ├── 20220720191551_generated_loan_credit_fields/ │ │ │ └── migration.sql │ │ ├── 20220725143246_map_credit_loan_data/ │ │ │ └── migration.sql │ │ ├── 20220726003918_reset_loan_account_balances/ │ │ │ └── migration.sql │ │ ├── 20220727145316_loan_credit_json_nullable/ │ │ │ └── migration.sql │ │ ├── 20220727202956_loan_account_start_date/ │ │ │ └── migration.sql │ │ ├── 20220729012630_security_fields/ │ │ │ └── migration.sql │ │ ├── 20220729202323_txn_updates/ │ │ │ └── migration.sql │ │ ├── 20220804180126_holdings_view/ │ │ │ └── migration.sql │ │ ├── 20220804191558_add_excluded_to_holding/ │ │ │ └── migration.sql │ │ ├── 20220808171116_investment_txn_fees/ │ │ │ └── migration.sql │ │ ├── 20220808174032_update_holdings_view/ │ │ │ └── migration.sql │ │ ├── 20220810190306_transaction_category_update/ │ │ │ └── migration.sql │ │ ├── 20220817180833_dietz/ │ │ │ └── migration.sql │ │ ├── 20220819151658_add_investment_transaction_category/ │ │ │ └── migration.sql │ │ ├── 20220915200544_add_plans/ │ │ │ └── migration.sql │ │ ├── 20220919203059_make_dob_optional/ │ │ │ └── migration.sql │ │ ├── 20220929161359_remove_crisp_session_token/ │ │ │ └── migration.sql │ │ ├── 20221004193621_security_brokerage_cash_flag/ │ │ │ └── migration.sql │ │ ├── 20221007143103_dietz_div0_fix/ │ │ │ └── migration.sql │ │ ├── 20221017145454_plan_events_milestones/ │ │ │ └── migration.sql │ │ ├── 20221021162836_remove_dob_from_plan/ │ │ │ └── migration.sql │ │ ├── 20221024203133_plan_event_milestone_category/ │ │ │ └── migration.sql │ │ ├── 20221027180912_cascade_plan_milestone_deletion/ │ │ │ └── migration.sql │ │ ├── 20221109192536_add_stripe_fields/ │ │ │ └── migration.sql │ │ ├── 20221111192223_ata/ │ │ │ └── migration.sql │ │ ├── 20221115201138_advisor_approval_status/ │ │ │ └── migration.sql │ │ ├── 20221117150434_update_advisor_profile/ │ │ │ └── migration.sql │ │ ├── 20221117213140_add_stripe_trial_reminder_sent/ │ │ │ └── migration.sql │ │ ├── 20221121214349_add_user_goals/ │ │ │ └── migration.sql │ │ ├── 20221129201601_conversation_advisor_unique_key/ │ │ │ └── migration.sql │ │ ├── 20221202213727_notification_preferences/ │ │ │ └── migration.sql │ │ ├── 20221206153642_conversation_user_required/ │ │ │ └── migration.sql │ │ ├── 20221207235557_expiry_email_sent/ │ │ │ └── migration.sql │ │ ├── 20221209041210_user_advisor_notes/ │ │ │ └── migration.sql │ │ ├── 20221212164355_update_risk_data_type/ │ │ │ └── migration.sql │ │ ├── 20221214145140_add_audit_table_and_trigger/ │ │ │ └── migration.sql │ │ ├── 20221222200240_add_onboarding_profile_fields/ │ │ │ └── migration.sql │ │ ├── 20230105203751_add_maybe_and_title/ │ │ │ └── migration.sql │ │ ├── 20230105210810_add_member_number/ │ │ │ └── migration.sql │ │ ├── 20230105221446_user_audit/ │ │ │ └── migration.sql │ │ ├── 20230106172727_add_user_residence/ │ │ │ └── migration.sql │ │ ├── 20230106221847_user_profile/ │ │ │ └── migration.sql │ │ ├── 20230110173017_add_user_member_id/ │ │ │ └── migration.sql │ │ ├── 20230112163100_add_agreements_table/ │ │ │ └── migration.sql │ │ ├── 20230113230312_user_email_required/ │ │ │ └── migration.sql │ │ ├── 20230117131125_update_ama_onboarding/ │ │ │ └── migration.sql │ │ ├── 20230117150048_user_name/ │ │ │ └── migration.sql │ │ ├── 20230117192734_update_agreement_types/ │ │ │ └── migration.sql │ │ ├── 20230119114411_add_onboarding_steps/ │ │ │ └── migration.sql │ │ ├── 20230123121401_separate_onboarding_flows/ │ │ │ └── migration.sql │ │ ├── 20230123192138_user_country_state/ │ │ │ └── migration.sql │ │ ├── 20230126230520_user_deletion/ │ │ │ └── migration.sql │ │ ├── 20230127003359_store_link_tokens/ │ │ │ └── migration.sql │ │ ├── 20230130161915_account_value_start_date/ │ │ │ └── migration.sql │ │ ├── 20230207111117_user_account_linking/ │ │ │ └── migration.sql │ │ ├── 20230207181233_add_conversation_relations/ │ │ │ └── migration.sql │ │ ├── 20230207230108_account_balance_strategy/ │ │ │ └── migration.sql │ │ ├── 20230210163006_add_user_trial_end/ │ │ │ └── migration.sql │ │ ├── 20230211134603_advisor_crm/ │ │ │ └── migration.sql │ │ ├── 20230220194746_remove_stripe_trials/ │ │ │ └── migration.sql │ │ ├── 20230223020847_txn_view/ │ │ │ └── migration.sql │ │ ├── 20240111031553_remove_advisor_and_related_data/ │ │ │ └── migration.sql │ │ ├── 20240111213125_next_auth_models/ │ │ │ └── migration.sql │ │ ├── 20240111213725_add_password_to_auth_user/ │ │ │ └── migration.sql │ │ ├── 20240112000538_remove_agreement_code/ │ │ │ └── migration.sql │ │ ├── 20240112001215_remove_convert_kit_usage/ │ │ │ └── migration.sql │ │ ├── 20240112201750_remove_auth0id_from_user/ │ │ │ └── migration.sql │ │ ├── 20240112204004_add_first_last_to_authuser/ │ │ │ └── migration.sql │ │ ├── 20240115222631_add_fields_for_teller/ │ │ │ └── migration.sql │ │ ├── 20240116023100_add_additional_teller_fields/ │ │ │ └── migration.sql │ │ ├── 20240116185600_add_teller_provider/ │ │ │ └── migration.sql │ │ ├── 20240116224800_add_enrollment_id_for_teller/ │ │ │ └── migration.sql │ │ ├── 20240117191553_categories_for_teller/ │ │ │ └── migration.sql │ │ ├── 20240118234302_remove_finicity_investment_transaction_categories/ │ │ │ └── migration.sql │ │ ├── 20240118234302_remove_finicity_transaction_categories/ │ │ │ └── migration.sql │ │ ├── 20240118234303_remove_finicity_usage/ │ │ │ └── migration.sql │ │ ├── 20240120213022_remove_transaction_category_generation/ │ │ │ └── migration.sql │ │ ├── 20240120215821_remove_investment_transaction_category_generation/ │ │ │ └── migration.sql │ │ ├── 20240121003016_add_asset_class_to_security/ │ │ │ └── migration.sql │ │ ├── 20240121011219_add_provider_name_to_security/ │ │ │ └── migration.sql │ │ ├── 20240121013630_add_exchange_info_to_security/ │ │ │ └── migration.sql │ │ ├── 20240121084645_create_unique_fields_for_security/ │ │ │ └── migration.sql │ │ ├── 20240121204146_add_auth_user_role/ │ │ │ └── migration.sql │ │ ├── 20240124090855_add_options_asset_class/ │ │ │ └── migration.sql │ │ ├── 20240124102931_remove_plaid_usage/ │ │ │ └── migration.sql │ │ └── migration_lock.toml │ ├── schema.prisma │ └── seed.ts ├── redis.Dockerfile ├── redis.conf ├── render.yaml ├── tools/ │ ├── generators/ │ │ ├── .gitkeep │ │ ├── index.ts │ │ └── tellerGenerator.ts │ ├── pages/ │ │ └── projections.html │ ├── scripts/ │ │ ├── gen-cloudfront-signing-keys.sh │ │ ├── gen-secret.sh │ │ ├── getAffectedApps.sh │ │ ├── runStagingE2ETests.sh │ │ ├── vercelBuildIgnore.js │ │ └── wait-for-it.sh │ ├── test-data/ │ │ ├── index.ts │ │ └── polygon/ │ │ ├── exchanges.ts │ │ ├── index.ts │ │ ├── snapshots.ts │ │ └── tickers.ts │ └── tsconfig.tools.json ├── tsconfig.base.json ├── vercel.json └── workspace.json ================================================ FILE CONTENTS ================================================ ================================================ FILE: .dockerignore ================================================ # Ignores everything except dist/ prisma/ apps/ * !dist/ !prisma/ !package.json !apps/client/env.sh ================================================ FILE: .editorconfig ================================================ # Editor configuration, see http://editorconfig.org root = true [*] charset = utf-8 indent_style = space indent_size = 2 insert_final_newline = true trim_trailing_whitespace = true [*.md] max_line_length = off trim_trailing_whitespace = false ================================================ FILE: .eslintrc.json ================================================ { "root": true, "ignorePatterns": ["**/*", "**/*.png"], "plugins": ["@nrwl/nx", "eslint-plugin-json"], "overrides": [ { "files": ["*.ts", "*.tsx", "*.js", "*.jsx"], "rules": { "@nrwl/nx/enforce-module-boundaries": [ "error", { "enforceBuildableLibDependency": true, "allow": [], "depConstraints": [ { "sourceTag": "scope:shared", "onlyDependOnLibsWithTags": ["scope:shared"] }, { "sourceTag": "scope:app", "onlyDependOnLibsWithTags": ["*"] }, { "sourceTag": "scope:client-shared", "onlyDependOnLibsWithTags": ["scope:client-shared", "scope:shared"] }, { "sourceTag": "scope:server-shared", "onlyDependOnLibsWithTags": ["scope:server-shared", "scope:shared"] }, { "sourceTag": "scope:server", "onlyDependOnLibsWithTags": [ "scope:server", "scope:server-shared", "scope:shared" ] }, { "sourceTag": "scope:client", "onlyDependOnLibsWithTags": [ "scope:client", "scope:client-shared", "scope:shared" ] } ] } ] } }, { "files": ["*.ts", "*.tsx"], "extends": ["plugin:@nrwl/nx/typescript"], "rules": { "@typescript-eslint/no-unused-vars": ["warn", { "argsIgnorePattern": "^_" }], "@typescript-eslint/no-non-null-assertion": "off", "@typescript-eslint/no-explicit-any": "off", "@typescript-eslint/ban-types": "off", "@typescript-eslint/ban-ts-comment": "off", "@typescript-eslint/consistent-type-assertions": "error", "@typescript-eslint/consistent-type-imports": [ "error", { "fixStyle": "inline-type-imports" } ] } }, { "files": ["*.js", "*.jsx"], "extends": ["plugin:@nrwl/nx/javascript"], "rules": {} }, { "files": ["*.tsx", "*.jsx"], "rules": { "jsx-a11y/anchor-is-valid": [ "error", { "components": ["Link"], "specialLink": ["hrefLeft", "hrefRight"], "aspects": ["invalidHref", "preferButton"] } ] } } ] } ================================================ FILE: .github/ISSUE_TEMPLATE/bug_report.md ================================================ --- name: Bug report about: Create a report to help us improve title: '' labels: bug assignees: '' --- **Describe the bug** A clear and concise description of what the bug is. **To Reproduce** Steps to reproduce the behavior: 1. Go to '...' 2. Click on '....' 3. Scroll down to '....' 4. See error **Expected behavior** A clear and concise description of what you expected to happen. **Screenshots** If applicable, add screenshots to help explain your problem. **Desktop (please complete the following information):** - OS: [e.g. iOS] - Browser [e.g. chrome, safari] - Version [e.g. 22] **Smartphone (please complete the following information):** - Device: [e.g. iPhone6] - OS: [e.g. iOS8.1] - Browser [e.g. stock browser, safari] - Version [e.g. 22] **Additional context** Add any other context about the problem here. ================================================ FILE: .github/ISSUE_TEMPLATE/feature-request-or-improvement.md ================================================ --- name: Feature request or improvement about: Suggest a new feature or improvement title: '' labels: '' assignees: '' --- **Is your 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. ================================================ FILE: .github/workflows/docker-publish.yml ================================================ name: Docker on: push: branches: [ "main" ] tags: [ 'v*.*.*' ] pull_request: branches: [ "main" ] env: REGISTRY: ghcr.io IMAGE_NAME: ${{ github.repository }} NODE_ENV: production jobs: build: runs-on: ubuntu-latest permissions: contents: read packages: write id-token: write strategy: fail-fast: false matrix: image: ["ghcr.io/${{ github.repository }}", "ghcr.io/${{ github.repository }}-worker", "ghcr.io/${{ github.repository }}-client"] include: - image: "ghcr.io/${{ github.repository }}" dockerfile: "./apps/server/Dockerfile" nx: "server:build" - image: "ghcr.io/${{ github.repository }}-worker" dockerfile: "./apps/workers/Dockerfile" nx: "workers:build" - image: "ghcr.io/${{ github.repository }}-client" dockerfile: "./apps/client/Dockerfile" nx: "client:build" steps: - name: Checkout repository uses: actions/checkout@v3 - name: Install cosign if: github.event_name != 'pull_request' uses: sigstore/cosign-installer@6e04d228eb30da1757ee4e1dd75a0ec73a653e06 #v3.1.1 with: cosign-release: 'v2.1.1' - name: Set up Docker Buildx uses: docker/setup-buildx-action@f95db51fddba0c2d1ec667646a06c2ce06100226 # v3.0.0 - name: Log into registry ${{ env.REGISTRY }} if: github.event_name != 'pull_request' uses: docker/login-action@343f7c4344506bcbf9b4de18042ae17996df046d # v3.0.0 with: registry: ${{ env.REGISTRY }} username: ${{ github.actor }} password: ${{ secrets.GITHUB_TOKEN }} - name: Extract Docker metadata id: meta uses: docker/metadata-action@96383f45573cb7f253c731d3b3ab81c87ef81934 # v5.0.0 with: images: ${{ matrix.image }} - name: Setup node uses: actions/setup-node@v4 with: node-version: '16' - uses: pnpm/action-setup@v2 name: Install pnpm with: version: 8 run_install: false - name: Get pnpm store directory shell: bash run: | echo "STORE_PATH=$(pnpm store path --silent)" >> $GITHUB_ENV - uses: actions/cache@v3 name: Setup pnpm cache with: path: ${{ env.STORE_PATH }} key: ${{ runner.os }}-pnpm-store-${{ hashFiles('**/pnpm-lock.yaml') }} restore-keys: | ${{ runner.os }}-pnpm-store- - name: Install dependencies run: pnpm install --frozen-lockfile --production=false - name: Run nx target run: npx nx run ${{ matrix.nx }} - name: Build and push Docker image id: build-and-push uses: docker/build-push-action@0565240e2d4ab88bba5387d719585280857ece09 # v5.0.0 with: context: . file: ${{ matrix.dockerfile }} push: ${{ github.event_name != 'pull_request' }} tags: ${{ steps.meta.outputs.tags }} labels: ${{ steps.meta.outputs.labels }} cache-from: type=gha cache-to: type=gha,mode=max - name: Sign the published Docker image if: ${{ github.event_name != 'pull_request' }} env: TAGS: ${{ steps.meta.outputs.tags }} DIGEST: ${{ steps.build-and-push.outputs.digest }} run: echo "${TAGS}" | xargs -I {} cosign sign --yes {}@${DIGEST} ================================================ FILE: .gitignore ================================================ # See http://help.github.com/ignore-files/ for more about ignoring files. # compiled output **/dist **/tmp **/out-tsc # dependencies **/node_modules # IDEs and editors /.idea .project .classpath .c9/ *.launch .settings/ *.sublime-workspace # IDE - VSCode .vscode/* !.vscode/settings.json !.vscode/tasks.json !.vscode/launch.json !.vscode/extensions.json # misc /.sass-cache /connect.lock /coverage /libpeerconnection.log npm-debug.log yarn-error.log testem.log /typings exceptions.log error.log combined.log /tools/output # System Files .DS_Store Thumbs.db # ENV **/.env **/.env.local # Next.js .next # nx migrations.json # Shouldn't happen, but backup since we have a script that generates these locally *.pem certs/ ================================================ FILE: .husky/pre-commit ================================================ #!/bin/sh . "$(dirname "$0")/_/husky.sh" pnpm lint-staged ================================================ FILE: .prettierignore ================================================ # Add files here to ignore them from prettier formatting /dist /coverage ================================================ FILE: .prettierrc ================================================ { "trailingComma": "es5", "printWidth": 100, "tabWidth": 4, "semi": false, "singleQuote": true } ================================================ FILE: .storybook/main.js ================================================ module.exports = { stories: [], addons: ['@storybook/addon-essentials'], // uncomment the property below if you want to apply some webpack config globally // webpackFinal: async (config, { configType }) => { // // Make whatever fine-grained changes you need that should apply to all storybook configs // // Return the altered config // return config; // }, } ================================================ FILE: .storybook/tsconfig.json ================================================ { "extends": "../tsconfig.base.json", "exclude": ["../**/*.spec.js", "../**/*.spec.ts", "../**/*.spec.tsx", "../**/*.spec.jsx"], "include": ["../**/*"] } ================================================ FILE: .vscode/extensions.json ================================================ { "recommendations": [ "nrwl.angular-console", "esbenp.prettier-vscode", "firsttris.vscode-jest-runner", "dbaeumer.vscode-eslint", "prisma.prisma" ] } ================================================ FILE: .vscode/launch.json ================================================ { "version": "0.2.0", "configurations": [ { "type": "pwa-node", "request": "launch", "name": "Jest run current file", "program": "${workspaceFolder}/node_modules/.bin/nx", "cwd": "${workspaceFolder}", "args": [ "test", "--testPathPattern=${fileBasenameNoExtension}", "--runInBand", "--skip-nx-cache" ], "skipFiles": ["/**", "${workspaceFolder/node_modules/**/*}"], "console": "integratedTerminal", "internalConsoleOptions": "neverOpen", "env": { "IS_VSCODE_DEBUG": "true", "NX_DATABASE_URL": "postgresql://maybe:maybe@localhost:5432/maybe_local" } }, { "name": "server debug", "type": "node", "request": "attach", "restart": false, "port": 9228, "address": "localhost", "localRoot": "${workspaceFolder}", "skipFiles": ["/**"], "remoteRoot": "/app" }, { "name": "workers debug", "type": "node", "request": "attach", "restart": false, "port": 9227, "address": "localhost", "localRoot": "${workspaceFolder}", "skipFiles": ["/**"], "remoteRoot": "/app" } ] } ================================================ FILE: .vscode/settings.json ================================================ { "css.customData": [".vscode/css_custom_data.json"], "[typescript]": { "editor.defaultFormatter": "esbenp.prettier-vscode" }, "[typescriptreact]": { "editor.defaultFormatter": "esbenp.prettier-vscode" }, "[html]": { "editor.defaultFormatter": "esbenp.prettier-vscode" }, "typescript.enablePromptUseWorkspaceTsdk": true, "typescript.tsdk": "node_modules/typescript/lib" } ================================================ FILE: CONTRIBUTING.md ================================================ # Contributing to Maybe It means so much that you're interested in contributing to Maybe! Seriously. Thank you. The entire community benefits from these contributions! Before submitting a new issue or PR, check if it already exists in [issues](https://github.com/maybe-finance/maybe/issues) or [PRs](https://github.com/maybe-finance/maybe/pulls) so you have an idea of where things stand. Then, once you're ready to begin work, submit a draft PR with your high-level plan (or the full solution). Given the speed at which we're moving on the codebase, we don't assign issues or "give" issues to anyone. When multiple PRs are submitted for the same issue, we take the one that most succinctly & efficiently solves a given problem and stays within the scope of work. Priority is also generally given to previous committers as they've proven familiarity with the codebase and product. ================================================ FILE: LICENSE ================================================ GNU AFFERO GENERAL PUBLIC LICENSE Version 3, 19 November 2007 Copyright (C) 2007 Free Software Foundation, Inc. Everyone is permitted to copy and distribute verbatim copies of this license document, but changing it is not allowed. Preamble The GNU Affero General Public License is a free, copyleft license for software and other kinds of works, specifically designed to ensure cooperation with the community in the case of network server software. The licenses for most software and other practical works are designed to take away your freedom to share and change the works. By contrast, our General Public Licenses are intended to guarantee your freedom to share and change all versions of a program--to make sure it remains free software for all its users. When we speak of free software, we are referring to freedom, not price. Our General Public Licenses are designed to make sure that you have the freedom to distribute copies of free software (and charge for them if you wish), that you receive source code or can get it if you want it, that you can change the software or use pieces of it in new free programs, and that you know you can do these things. Developers that use our General Public Licenses protect your rights with two steps: (1) assert copyright on the software, and (2) offer you this License which gives you legal permission to copy, distribute and/or modify the software. A secondary benefit of defending all users' freedom is that improvements made in alternate versions of the program, if they receive widespread use, become available for other developers to incorporate. Many developers of free software are heartened and encouraged by the resulting cooperation. 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Copyright (C) This program is free software: you can redistribute it and/or modify it under the terms of the GNU Affero General Public License as published by the Free Software Foundation, either version 3 of the License, or (at your option) any later version. This program is distributed in the hope that it will be useful, but WITHOUT ANY WARRANTY; without even the implied warranty of MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the GNU Affero General Public License for more details. You should have received a copy of the GNU Affero General Public License along with this program. If not, see . Also add information on how to contact you by electronic and paper mail. If your software can interact with users remotely through a computer network, you should also make sure that it provides a way for users to get its source. For example, if your program is a web application, its interface could display a "Source" link that leads users to an archive of the code. There are many ways you could offer source, and different solutions will be better for different programs; see section 13 for the specific requirements. You should also get your employer (if you work as a programmer) or school, if any, to sign a "copyright disclaimer" for the program, if necessary. For more information on this, and how to apply and follow the GNU AGPL, see . ================================================ FILE: README.md ================================================ **🚨 NOTE: This codebase is no longer being maintained. The repo we're actively working on is located at [maybe-finance/maybe](https://github.com/maybe-finance/maybe).** --- ![](https://github.com/maybe-finance/maybe/assets/35243/79d97b31-7fad-4031-9e83-5005bc1d7fd0) # Maybe: Open-source personal finance app Get involved: [Discord](https://link.maybe.co/discord) • [Website](https://maybe.co) • [Issues](https://github.com/maybe-finance/maybe/issues) ## 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). 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'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. ## End goal Ultimately we want to rebuild this so that you can self-host, but we also have plans to offer a hosted version for a fee. That means some decisions will be made that don't explicitly make sense for self-hosted but _do_ support the goal of us offering a for-pay hosted version. ## Features As a personal finance + wealth management app, Maybe has a lot of features. Here's a brief overview of some of the main ones... - Net worth tracking - Financial account syncing - Investment benchmarking - Investment portfolio allocation - Debt insights - Retirement forecasting + planning - Investment return simulation - Manual account/investment tracking And dozens upon dozens of smaller features. ## Getting started This is the current state of building the app. We're actively working to make this process much more streamlined! _You'll need Docker installed to run the app locally._ [Docker Desktop](https://www.docker.com/products/docker-desktop/) is an easy way to get started. First, copy the `.env.example` file to `.env`: ``` cp .env.example .env ``` Then, create a new secret using `openssl rand -base64 32` and populate `NEXTAUTH_SECRET` in your `.env` file with it. To enable transactional emails, you'll need to create a [Postmark](https://postmarkapp.com/) account and add your API key to your `.env` file (`NX_EMAIL_PROVIDER_API_TOKEN`) and set `NX_EMAIL_PROVIDER` to `postmark`. You can also set the from and reply-to email addresses (`NX_EMAIL_FROM_ADDRESS` and `NX_EMAIL_REPLY_TO_ADDRESS`). If you want to run the app without email, you can set `NX_EMAIL_PROVIDER_API_TOKEN` to a dummy value or leave `NX_EMAIL_PROVIDER` blank. We also support SMTP for sending emails, see information about configuring environment variables in the `.env.example` file. Maybe uses [Teller](https://teller.io/) for connecting financial accounts. To get started with Teller, you'll need to create an account. Once you've created an account: - Add your Teller application id to your `.env` file (`NEXT_PUBLIC_TELLER_APP_ID`). - Download your authentication certificates from Teller, create a `certs` folder in the root of the project, and place your certs in that directory. You should have both a `certificate.pem` and `private_key.pem`. **NEVER** check these files into source control, the `.gitignore` file will prevent the `certs/` directory from being added, but please double-check. - Set your `NEXT_PUBLIC_TELLER_ENV` and `NX_TELLER_ENV` to your desired environment. The default is `sandbox` which allows for testing with mock data. The login credentials for the sandbox environment are `username` and `password`. To connect to real financial accounts, you'll need to use the `development` environment. - Webhooks are not implemented yet, but you can populate the `NX_TELLER_SIGNING_SECRET` with the value from your Teller account. - We highly recommend checking out the [Teller docs](https://teller.io/docs) for more info. Then run the following pnpm commands: ```shell pnpm install pnpm run dev:services:all pnpm prisma:migrate:dev pnpm prisma:seed pnpm dev ``` ## Set Up Ngrok External data providers require HTTPS/SSL webhook URLs for sending data. To test this locally/during development, you will need to setup `ngrok`. 1. Visit [ngrok.com](https://ngrok.com/) 2. Create a free account 3. Visit [this page](https://dashboard.ngrok.com/get-started/your-authtoken) to access your auth token 4. Paste it into your `.env` file: `NGROK_AUTH_TOKEN=your_auth_token` You should claim your free static domain to avoid needing to change the URL each time you start/stop the server. To do so: 1. Visit the [domains](https://dashboard.ngrok.com/cloud-edge/domains) page 2. Click on Create Domain 3. Copy the domain and paste it into your `.env` file: `NGROK_DOMAIN=your_domain` That's it! As long as you run the project locally using `docker` with `pnpm dev:services:all` you'll be good to go. ## External data To pull market data in (for investments), you'll need a Polygon.io API key. You can get one for free [here](https://polygon.io/) and then add it to your `.env` file (`NX_POLYGON_API_KEY`). **Note:** If you're using the free "basic" plan, you'll need to manually sync stock tickers using the dev tools in the app the first time you run it. It will then be re-synced automatically every 24 hours. If you're using a paid tier, be sure to update your `.env` file with the correct tier (`NX_POLYGON_API_TIER`) and tickers and pricing will be synced automatically. ## Tech stack - Next.js - Tailwind - Node.js - Express - Postgres (w/ Timescale) ## Credits The original app was built by [Zach Gollwitzer](https://twitter.com/zg_dev), [Nick Arciero](https://www.narciero.com/) and [Tim Wilson](https://twitter.com/actualTimWilson), with design work by [Justin Farrugia](https://twitter.com/justinmfarrugia). ## Copyright & license Maybe is distributed under an [AGPLv3 license](https://github.com/maybe-finance/maybe-archive/blob/main/LICENSE). "Maybe" is a trademark of Maybe Finance, Inc. ================================================ FILE: apps/.gitkeep ================================================ ================================================ FILE: apps/client/.babelrc.json ================================================ { "presets": ["next/babel"], "plugins": [] } ================================================ FILE: apps/client/.eslintrc.json ================================================ { "extends": [ "plugin:@nrwl/nx/react-typescript", "../../.eslintrc.json", "next", "next/core-web-vitals" ], "ignorePatterns": [ "!**/*", "styles.css", "**/*.csv", "**/public/*", "**/.next/*", "**/*.sh", "Dockerfile" ], "overrides": [ { "files": ["*.ts", "*.tsx", "*.js", "*.jsx"], "rules": { "@next/next/no-img-element": "off", "@next/next/no-html-link-for-pages": "off" } }, { "files": ["*.ts", "*.tsx"], "rules": {} }, { "files": ["*.js", "*.jsx"], "rules": {} } ], "env": { "jest": true }, "settings": { "next": { "rootDir": "apps/advisor" } } } ================================================ FILE: apps/client/.storybook/main.js ================================================ const rootMain = require('../../../.storybook/main') module.exports = { ...rootMain, core: { ...rootMain.core, builder: 'webpack5' }, stories: ['../**/*.stories.@(js|jsx|ts|tsx)', '../stories/**/*.stories.@(js|jsx|ts|tsx)'], addons: [...rootMain.addons, '@nrwl/react/plugins/storybook'], webpackFinal: async (config, { configType }) => { // apply any global webpack configs that might have been specified in .storybook/main.js if (rootMain.webpackFinal) { config = await rootMain.webpackFinal(config, { configType }) } // add your own webpack tweaks if needed return config }, } ================================================ FILE: apps/client/.storybook/manager.js ================================================ import { addons } from '@storybook/addons' import theme from './theme' addons.setConfig({ theme, }) ================================================ FILE: apps/client/.storybook/preview.js ================================================ import '../styles.css' import theme from './theme' export const parameters = { docs: { theme, }, } ================================================ FILE: apps/client/.storybook/theme.js ================================================ import { create } from '@storybook/theming' import logo from '../assets/logo.svg' export default create({ base: 'dark', brandTitle: 'Maybe', brandUrl: 'https://maybe.co', brandImage: logo, fontBase: '"General Sans", sans-serif', colorPrimary: '#4361EE', colorSecondary: '#F12980', appBg: '#1C1C20', appContentBg: '#16161A', }) ================================================ FILE: apps/client/.storybook/tsconfig.json ================================================ { "extends": "../tsconfig.json", "compilerOptions": { "allowImportingTsExtensions": true }, "include": ["**/*.ts", "**/*.tsx", "**/**/*.ts", "**/**/*.tsx"] } ================================================ FILE: apps/client/Dockerfile ================================================ # ------------------------------------------ # BUILD STAGE # ------------------------------------------ FROM node:18-alpine3.18 as builder WORKDIR /app COPY ./dist/apps/client ./prisma ./package.json ./ # Install dependencies RUN npm install -g pnpm # nrwl/nx#20079, generated lockfile is completely broken RUN rm -f pnpm-lock.yaml RUN pnpm install --no-frozen-lockfile --production=false # ------------------------------------------ # PROD STAGE # ------------------------------------------ FROM node:18-alpine3.18 as prod COPY ./apps/client/env.sh /env.sh RUN chmod +x /env.sh # Used for container health checks and env handling RUN apk add --no-cache curl gawk bash WORKDIR /app USER node COPY --from=builder --chown=node:node /app . ENTRYPOINT ["/env.sh"] CMD ["npx", "next", "start"] ================================================ FILE: apps/client/components/APM.tsx ================================================ import { useEffect } from 'react' import * as Sentry from '@sentry/react' import { useSession } from 'next-auth/react' export default function APM() { const { data: session } = useSession() // Identify Sentry user useEffect(() => { if (session && session.user) { Sentry.setUser({ id: session.user['sub'] ?? undefined, email: session.user['https://maybe.co'] ?? undefined, }) } }, [session]) return null } ================================================ FILE: apps/client/components/Maintenance.stories.tsx ================================================ import type { Story, Meta } from '@storybook/react' import Maintenance from './Maintenance' import React from 'react' export default { title: 'components/Maintenance.tsx', component: Maintenance, } as Meta const Template: Story = () => { return ( <> ) } export const Base = Template.bind({}) ================================================ FILE: apps/client/components/Maintenance.tsx ================================================ export default function Maintenance() { return (

We'll be back soon!

We are currently doing some site maintenance and will be back up shortly.

) } ================================================ FILE: apps/client/components/Meta.tsx ================================================ import Head from 'next/head' import React from 'react' import env from '../env' export default function Meta() { return ( {/* */} Maybe {/* */} {/* */} {/* */} {/* */} {/* */} ) } ================================================ FILE: apps/client/components/account-views/DefaultView.tsx ================================================ import type { ReactNode } from 'react' import type { Account } from '@prisma/client' import type { SharedType } from '@maybe-finance/shared' import type { SelectableDateRange, SelectableRangeKeys } from '@maybe-finance/design-system' import { AccountMenu, PageTitle } from '@maybe-finance/client/features' import { TSeries } from '@maybe-finance/client/shared' import { DatePickerRange, getRangeDescription } from '@maybe-finance/design-system' import { NumberUtil } from '@maybe-finance/shared' import { DateTime } from 'luxon' import { useMemo } from 'react' export type DefaultViewProps = { account?: SharedType.AccountDetail balances?: SharedType.AccountBalanceResponse dateRange: SharedType.DateRange onDateChange: (range: SharedType.DateRange) => void getContent: (accountId: Account['id']) => ReactNode isLoading: boolean isError: boolean selectableDateRanges?: Array } export default function DefaultView({ account, balances, dateRange, onDateChange, getContent, isLoading, isError, selectableDateRanges, }: DefaultViewProps) { const allTimeRange = useMemo(() => { return { label: 'All', labelShort: 'All', start: balances?.minDate ?? DateTime.now().minus({ years: 2 }).toISODate(), end: DateTime.now().toISODate(), } }, [balances]) return (
({ date: v.date, values: { balance: v.balance }, }))} series={[ { key: 'balances', accessorFn: (d) => d.values.balance?.toNumber(), negative: account?.classification === 'liability', }, ]} >
{account &&
{getContent(account.id)}
}
) } ================================================ FILE: apps/client/components/account-views/InvestmentView.tsx ================================================ import { type InsightCardOption, InsightPopout, usePopoutContext, useAccountApi, InsightGroup, TSeries, } from '@maybe-finance/client/shared' import { AccountMenu, Explainers, HoldingList, InvestmentTransactionList, PageTitle, } from '@maybe-finance/client/features' import { Checkbox, DatePickerRange, getRangeDescription, Listbox, } from '@maybe-finance/design-system' import { type SharedType, NumberUtil } from '@maybe-finance/shared' import { DateTime } from 'luxon' import { useCallback, useEffect, useMemo, useState } from 'react' import { RiAddLine, RiArrowUpDownLine, RiCoinLine, RiLineChartLine, RiPercentLine, RiScalesFill, RiStackLine, RiSubtractLine, } from 'react-icons/ri' import type { IconType } from 'react-icons' import classNames from 'classnames' type Props = { account?: SharedType.AccountDetail balances?: SharedType.AccountBalanceResponse dateRange: SharedType.DateRange onDateChange: (range: SharedType.DateRange) => void isLoading: boolean isError: boolean } const stockInsightCards: InsightCardOption[] = [ { id: 'profit-loss', display: 'Potential gain or loss', category: 'General', tooltip: 'The amount you would gain or lose if you sold this entire portfolio today. This is commonly referred to as "capital gains / losses".', }, { id: 'avg-return', display: 'Average return', category: 'General', tooltip: 'The average return you have achieved over the time period on this portfolio of holdings', }, { id: 'net-deposits', display: 'Contributions', category: 'General', tooltip: 'The total amount you have contributed to this brokerage account. Deposits increase this number and withdrawals decrease it.', }, { id: 'fees', display: 'Fees', category: 'Cost', tooltip: 'The total brokerage and other fees you have incurred while buying and selling holdings', }, { id: 'sector-allocation', display: 'Sector allocation', category: 'Market', tooltip: 'Shows how diverse your portfolio is', }, ] const transactionsFilters: { name: string icon: IconType data: { category?: SharedType.InvestmentTransactionCategory } }[] = [ { name: 'Show all', icon: RiStackLine, data: {}, }, { name: 'Buys', icon: RiAddLine, data: { category: 'buy' }, }, { name: 'Sales', icon: RiSubtractLine, data: { category: 'sell' }, }, { name: 'Dividends', icon: RiPercentLine, data: { category: 'dividend' }, }, { name: 'Transfers', icon: RiArrowUpDownLine, data: { category: 'transfer' }, }, { name: 'Fees', icon: RiCoinLine, data: { category: 'fee' }, }, ] const returnPeriods: { key: 'ytd' | '1y' | '1m'; display: string }[] = [ { key: 'ytd', display: 'This year' }, { key: '1y', display: 'Past year' }, { key: '1m', display: 'Past month' }, ] const contributionPeriods = [ { key: 'ytd', display: 'This year' }, { key: 'lastYear', display: 'Last year' }, ] const chartViews = [ { key: 'value', display: 'Value', icon: RiLineChartLine }, { key: 'return', display: 'Return', icon: RiLineChartLine }, ] type Comparison = { ticker: string; display: string; color: string } const comparisonTickers: Comparison[] = [ { ticker: 'VOO', display: 'S&P 500', color: 'teal', }, { ticker: 'DIA', display: 'Dow Jones Industrial Avg', color: 'red', }, { ticker: 'VONE', display: 'Russell 1000', color: 'indigo', }, { ticker: 'QQQ', display: 'NASDAQ 100', color: 'grape', }, { ticker: 'VT', display: 'Total World Stock Index', color: 'yellow', }, { ticker: 'GLDM', display: 'Gold', color: 'blue', }, { ticker: 'X:BTCUSD', display: 'Bitcoin', color: 'orange', }, { ticker: 'X:ETHUSD', display: 'Ethereum', color: 'gray', }, ] export default function InvestmentView({ account, balances, dateRange, onDateChange, isLoading, isError, }: Props) { const [selectedComparisons, setSelectedComparisons] = useState([]) const [chartView, setChartView] = useState(chartViews[0]) const [showContributions, setShowContributions] = useState(false) const { open: openPopout } = usePopoutContext() const [returnPeriod, setReturnPeriod] = useState(returnPeriods[0]) const [contributionPeriod, setContributionPeriod] = useState(contributionPeriods[0]) const { useAccountInsights, useAccountReturns } = useAccountApi() const returns = useAccountReturns( { id: account?.id ?? -1, start: dateRange.start, end: dateRange.end, compare: selectedComparisons.map((c) => c.ticker), }, { enabled: !!account?.id, keepPreviousData: true, } ) const insights = useAccountInsights(account?.id ?? -1, { enabled: !!account?.id }) const stocksAllocation = useMemo(() => { const stockPercent = insights.data?.portfolio?.holdingBreakdown .find((hb) => hb.asset_class === 'stocks') ?.percentage.toNumber() ?? 0 return { stocks: Math.round(stockPercent * 100), other: Math.round(100 - stockPercent * 100), } }, [insights.data]) const allTimeRange = useMemo(() => { return { label: 'All', labelShort: 'All', start: balances?.minDate ?? DateTime.now().minus({ years: 2 }).toISODate(), end: DateTime.now().toISODate(), } }, [balances]) const returnColorAccessorFn = useCallback< TSeries.AccessorFn<{ rateOfReturn: SharedType.Decimal }, string> >((datum) => { return datum.values?.rateOfReturn?.lessThan(0) ? '#FF8787' : '#38D9A9' // text-red and text-teal }, []) const [transactionFilter, setTransactionFilter] = useState(transactionsFilters[0]) // Whenever user modifies the comparisons dropdown, always go to "Returns" view useEffect(() => { if (selectedComparisons.length > 0) { setChartView(chartViews[1]) } }, [selectedComparisons]) return (
{chartView.display} {chartViews.map((view) => ( {view.display} ))} Compare {comparisonTickers.map((comparison) => ( {comparison.display} ))} {chartView.key === 'value' && (
)}
> id="investment-account-chart" isLoading={isLoading} isError={isError || returns.isError} dateRange={dateRange} data={{ balances: balances?.series.data.map((d) => ({ date: d.date, values: { balance: d.balance }, })) ?? [], returns: returns.data?.data.map((d) => ({ date: d.date, values: { ...d.account, ...d.comparisons }, })) ?? [], }} series={[ { key: 'portfolio-balance', dataKey: 'balances', accessorFn: (d) => d?.values?.balance?.toNumber(), isActive: chartView.key === 'value', }, { key: 'contributions', dataKey: 'returns', accessorFn: (d) => d.values.contributions?.toNumber(), isActive: showContributions && chartView.key === 'value', color: TSeries.tailwindScale('grape'), }, { key: 'portfolio-return', dataKey: 'returns', accessorFn: (d) => d.values.rateOfReturn?.toNumber(), isActive: chartView.key === 'return', format: 'percent', label: 'Portfolio return', color: selectedComparisons.length > 0 ? TSeries.tailwindScale('cyan') : returnColorAccessorFn, }, ...selectedComparisons.map(({ ticker, display, color }) => ({ key: ticker, dataKey: 'returns', accessorFn: (d) => { return d.values?.[ticker]?.toNumber() }, isActive: chartView.key === 'return' && selectedComparisons.length > 0, label: `${display} return`, format: 'percent' as SharedType.FormatString, color: TSeries.tailwindScale(color), })), ]} y1Axis={ NumberUtil.format( v as number, chartView.key === 'return' ? 'percent' : 'short-currency' ) } /> } // If showing returns graph, render a date range for the tooltip title tooltipOptions={ chartView.key === 'return' && returns.data && returns.data.data.length > 0 ? { tooltipTitle: (tooltipData) => `${DateTime.fromISO(returns.data.data[0].date).toFormat( 'MMM dd, yyyy' )} - ${DateTime.fromISO(tooltipData.date).toFormat( 'MMM dd, yyyy' )}`, } : undefined } > {selectedComparisons.map((comparison) => ( ))}
{account && (
openPopout( ) } headerRight={ e.stopPropagation()} > e.stopPropagation()} > {returnPeriod.display} {returnPeriods.map((rp) => ( {rp.display} ))} } > {(() => { const returnValues = insights.data?.portfolio?.return?.[returnPeriod.key] return ( <>

{NumberUtil.format( returnValues?.percentage, 'percent', { signDisplay: 'auto', maximumFractionDigits: 1 } )}

{NumberUtil.format( returnValues?.amount, 'currency', { signDisplay: 'exceptZero', } )} {' '} {returnPeriod.display.toLowerCase()} ) })()} openPopout( ) } >

{NumberUtil.format( insights.data?.portfolio?.pnl?.amount, 'currency', { signDisplay: 'exceptZero' } )}

as of today openPopout( ) } headerRight={ e.stopPropagation()} > e.stopPropagation()} > {contributionPeriod.display} {contributionPeriods.map((cp) => ( {cp.display} ))} } >

{NumberUtil.format( insights?.data?.portfolio?.contributions[contributionPeriod.key] .amount, 'currency', { signDisplay: 'exceptZero' } )}

Average: {NumberUtil.format( insights?.data?.portfolio?.contributions[contributionPeriod.key] .monthlyAvg, 'short-currency', { signDisplay: 'exceptZero' } )} /mo openPopout( ) } >

{NumberUtil.format(insights.data?.portfolio?.fees, 'currency', { signDisplay: 'auto', })}

all time openPopout( ) } >

{stocksAllocation.stocks}/{stocksAllocation.other} split

{stocksAllocation.stocks}% in stocks and {stocksAllocation.other}% in other
Holdings
Transactions
{transactionFilter.name} {transactionsFilters.map((filter) => ( {filter.name} ))}
)}
) } ================================================ FILE: apps/client/components/account-views/LoanView.tsx ================================================ import type { SharedType } from '@maybe-finance/shared' import { AccountMenu, LoanDetail, PageTitle, TransactionList } from '@maybe-finance/client/features' import { TSeries, useAccountContext } from '@maybe-finance/client/shared' import { Button, DatePickerRange, getRangeDescription } from '@maybe-finance/design-system' import { NumberUtil } from '@maybe-finance/shared' import { DateTime } from 'luxon' import { useMemo, useEffect, useState } from 'react' export type LoanViewProps = { account?: SharedType.AccountDetail balances?: SharedType.AccountBalanceResponse dateRange: SharedType.DateRange onDateChange: (range: SharedType.DateRange) => void isLoading: boolean isError: boolean } export default function LoanView({ account, balances, dateRange, onDateChange, isLoading, isError, }: LoanViewProps) { const { editAccount } = useAccountContext() const [showOverlay, setShowOverlay] = useState(false) const allTimeRange = useMemo(() => { return { label: 'All', labelShort: 'All', start: balances?.minDate ?? DateTime.now().minus({ years: 2 }).toISODate(), end: DateTime.now().toISODate(), } }, [balances]) useEffect(() => { const loanValid = ({ loan }: SharedType.AccountDetail) => { return ( loan && loan.originationDate && loan.originationPrincipal && loan.maturityDate && loan.interestRate && loan.loanDetail ) } if (account && !loanValid(account)) { setShowOverlay(true) } else { setShowOverlay(false) } }, [account, editAccount]) return (
({ date: v.date, values: { balance: v.balance }, }))} series={[ { key: 'balances', accessorFn: (d) => d.values.balance?.toNumber(), negative: true, }, ]} renderOverlay={ showOverlay && account ? () => ( <>

Chart unavailable

Please provide us with more details for this account so that we can build your chart with accurate values.

) : undefined } >
{account && (
{account.transactions.length > 0 && (
Payments
)}
)}
) } ================================================ FILE: apps/client/components/account-views/index.ts ================================================ export { default as DefaultView } from './DefaultView' export { default as LoanView } from './LoanView' ================================================ FILE: apps/client/env.sh ================================================ #!/bin/bash # https://github.com/vercel/next.js/discussions/17641#discussioncomment-5919914 # Config ENVSH_ENV="${ENVSH_ENV:-"./.env"}" ENVSH_PREFIX="${ENVSH_PREFIX:-"NEXT_PUBLIC_"}" ENVSH_PREFIX_STRIP="${ENVSH_PREFIX_STRIP:-false}" # Can be `window.__appenv = {` or `const APPENV = {` or whatever you want ENVSH_PREPEND="${ENVSH_PREPEND:-"window.__appenv = {"}" ENVSH_APPEND="${ENVSH_APPEND:-"}"}" ENVSH_OUTPUT="${ENVSH_OUTPUT:-"./public/__appenv.js"}" [ -f "$ENVSH_ENV" ] && INPUT="$ENVSH_ENV" || INPUT=/dev/null # Add assignment echo "$ENVSH_PREPEND" >"$ENVSH_OUTPUT" gawk -v PREFIX="$ENVSH_PREFIX" -v STRIP_PREFIX="$ENVSH_PREFIX_STRIP" ' BEGIN { OFS=": "; FS="="; PATTERN="^" PREFIX; for (v in ENVIRON) if (v ~ PATTERN) vars[v] = ENVIRON[v] } $0 ~ PATTERN { v = $2; for (i = 3; i <= NF; i++) v = v FS $i; vars[$1] = (vars[$1] ? vars[$1] : v); } END { for (v in vars) { val = vars[v]; switch (val) { case /^true$/: break; case /^false$/: break; case /^'"'.*'"'$/: break; case /^".*"$/: break; case /^[[:digit:]]+$/: break; default: val = "\"" val "\""; break; } val = val "," if (STRIP_PREFIX == "true" || STRIP_PREFIX == "1") v = gensub(PATTERN, "", 1, v) print v, val; } } ' "$INPUT" >>"$ENVSH_OUTPUT" echo "$ENVSH_APPEND" >>"$ENVSH_OUTPUT" # Accepting commands (for Docker) exec "$@" ================================================ FILE: apps/client/env.ts ================================================ declare global { interface Window { __appenv: any } } function isBrowser() { return Boolean(typeof window !== 'undefined' && window.__appenv) } function getEnv(key: string): string | undefined { if (!key.length) { throw new Error('No env key provided') } if (isBrowser()) { return window.__appenv[key] } } const env = { NEXT_PUBLIC_API_URL: getEnv('NEXT_PUBLIC_API_URL') || process.env.NEXT_PUBLIC_API_URL || 'http://localhost:3333', NEXT_PUBLIC_LD_CLIENT_SIDE_ID: getEnv('NEXT_PUBLIC_LD_CLIENT_SIDE_ID') || process.env.NEXT_PUBLIC_LD_CLIENT_SIDE_ID || 'REPLACE_THIS', NEXT_PUBLIC_SENTRY_DSN: getEnv('NEXT_PUBLIC_SENTRY_DSN') || process.env.NEXT_PUBLIC_SENTRY_DSN, NEXT_PUBLIC_SENTRY_ENV: getEnv('NEXT_PUBLIC_SENTRY_ENV') || process.env.NEXT_PUBLIC_SENTRY_ENV, } export default env ================================================ FILE: apps/client/jest.config.ts ================================================ /* eslint-disable */ export default { displayName: 'client', preset: '../../jest.preset.js', transform: { '^(?!.*\\.(js|jsx|ts|tsx|css|json)$)': '@nrwl/react/plugins/jest', '^.+\\.[tj]sx?$': 'babel-jest', }, moduleFileExtensions: ['ts', 'tsx', 'js', 'jsx'], coverageDirectory: '../../coverage/apps/client', } ================================================ FILE: apps/client/next-env.d.ts ================================================ /// /// // NOTE: This file should not be edited // see https://nextjs.org/docs/basic-features/typescript for more information. ================================================ FILE: apps/client/next.config.js ================================================ // eslint-disable-next-line @typescript-eslint/no-var-requires const withNx = require('@nrwl/next/plugins/with-nx') const withBundleAnalyzer = require('@next/bundle-analyzer')({ enabled: process.env.ANALYZE === 'true', }) /** * @type {import('@nrwl/next/plugins/with-nx').WithNxOptions} **/ const nextConfig = { nx: { // Set this to true if you would like to to use SVGR // See: https://github.com/gregberge/svgr svgr: false, }, images: { loader: 'custom', }, swcMinify: false, } module.exports = withBundleAnalyzer(withNx(nextConfig)) ================================================ FILE: apps/client/pages/404.tsx ================================================ import { NotFoundPage } from '@maybe-finance/client/features' export function Page404() { return } export default Page404 ================================================ FILE: apps/client/pages/_app.tsx ================================================ import { useEffect, type PropsWithChildren, type ReactElement } from 'react' import type { AppProps } from 'next/app' import { ErrorBoundary } from 'react-error-boundary' import { Analytics } from '@vercel/analytics/react' import { AxiosProvider, QueryProvider, ErrorFallback, LogProvider, UserAccountContextProvider, } from '@maybe-finance/client/shared' import { AccountsManager, OnboardingGuard } from '@maybe-finance/client/features' import { AccountContextProvider } from '@maybe-finance/client/shared' import * as Sentry from '@sentry/react' import { BrowserTracing } from '@sentry/tracing' import env from '../env' import '../styles.css' import { SessionProvider, useSession } from 'next-auth/react' import Meta from '../components/Meta' import APM from '../components/APM' import { useRouter } from 'next/router' Sentry.init({ dsn: env.NEXT_PUBLIC_SENTRY_DSN, environment: env.NEXT_PUBLIC_SENTRY_ENV, integrations: [ new BrowserTracing({ tracingOrigins: ['localhost', new URL(env.NEXT_PUBLIC_API_URL).hostname], }), ], tracesSampleRate: 0.6, }) // Providers and components only relevant to a logged-in user const WithAuth = function ({ children }: PropsWithChildren) { const { data: session, status } = useSession() const router = useRouter() useEffect(() => { if (status === 'loading') return if (!session) { router.push('/login') } }, [session, status, router]) if (session && status === 'authenticated') { return ( {children} ) } return null } export default function App({ Component: Page, pageProps, }: AppProps & { Component: AppProps['Component'] & { getLayout?: (component: ReactElement) => JSX.Element isPublic?: boolean } }) { const getLayout = Page.getLayout ?? ((page) => page) return ( { Sentry.captureException(err) console.error('React app crashed', err) }} > <> {Page.isPublic === true ? ( getLayout() ) : ( {getLayout()} )} ) } ================================================ FILE: apps/client/pages/_document.tsx ================================================ import { Html, Head, Main, NextScript } from 'next/document' export default function Document() { return ( {/* */} {/* eslint-disable-next-line @next/next/no-sync-scripts */} Maybe Finance ================================================ FILE: apps/server/src/app/app.ts ================================================ import type { RequestHandler } from 'express' import express from 'express' import cors from 'cors' import morgan from 'morgan' import * as Sentry from '@sentry/node' import * as SentryTracing from '@sentry/tracing' import * as trpcExpress from '@trpc/server/adapters/express' import { appRouter, createTRPCContext } from './trpc' /** * In Express 4.x, asynchronous errors are NOT automatically passed to next(). This middleware is a small * wrapper around Express that enables automatic async error handling * * Benefit: Eliminates the need for try / catch blocks in routes (i.e. `next(err)` will automatically be called on failed Promise) * * When stable Express 5.x is released, this won't be necessary - https://github.com/expressjs/express/issues/4543#issuecomment-789256044 */ import 'express-async-errors' import logger from './lib/logger' import prisma from './lib/prisma' import { defaultErrorHandler, validateAuthJwt, superjson, authErrorHandler, maintenance, identifySentryUser, devOnly, } from './middleware' import { usersRouter, accountsRouter, connectionsRouter, webhooksRouter, accountRollupRouter, valuationsRouter, institutionsRouter, tellerRouter, transactionsRouter, holdingsRouter, securitiesRouter, plansRouter, toolsRouter, publicRouter, e2eRouter, adminRouter, } from './routes' import env from '../env' const app = express() // put health check before maintenance and other middleware app.get('/health', (_req, res) => { res.status(200).json({ status: 'OK' }) }) if (process.env.NODE_ENV !== 'test') { maintenance(app) } // Mostly defaults recommended by quickstart // - https://docs.sentry.io/platforms/node/guides/express/ // - https://docs.sentry.io/platforms/node/guides/express/performance/ Sentry.init({ dsn: env.NX_SENTRY_DSN, environment: env.NX_SENTRY_ENV, maxValueLength: 8196, integrations: [ new Sentry.Integrations.Http({ tracing: true }), new SentryTracing.Integrations.Express({ app }), new SentryTracing.Integrations.Postgres(), new SentryTracing.Integrations.Prisma({ client: prisma }), ], tracesSampler: (ctx) => { return ctx.request?.method === 'OPTIONS' ? false : ctx.parentSampled ?? true }, }) app.use(Sentry.Handlers.requestHandler()) app.use(Sentry.Handlers.tracingHandler()) app.get('/', (req, res) => { res.render('pages/index', { error: req.query.error }) }) // TODO: Replace "admin" concept from Auth0 with next-auth // Only Auth0 users with a role of "admin" can view these pages (i.e. Maybe Employees) app.use(express.static(__dirname + '/assets')) const origin = [env.NX_CLIENT_URL, ...env.NX_CORS_ORIGINS] logger.info(`CORS origins: ${origin}`) app.use(cors({ origin, credentials: true })) app.options('*', cors() as RequestHandler) app.set('view engine', 'ejs').set('views', __dirname + '/app/admin/views') app.use('/admin', adminRouter) app.use( morgan(env.NX_MORGAN_LOG_LEVEL, { stream: { write: function (message: string) { logger.http(message.trim()) // Trim because Morgan and Logger both add \n, so avoid duplicates here }, }, }) ) // Stripe webhooks require a raw request body app.use('/v1/stripe', express.raw({ type: 'application/json' })) app.use(express.urlencoded({ extended: true })) app.use(express.json()) // ========================================= // API ⬇️ // ========================================= app.use( '/trpc', validateAuthJwt, trpcExpress.createExpressMiddleware({ router: appRouter, createContext: createTRPCContext, }) ) /** * This intercepts the express.json() middleware and modifies both the outgoing and incoming requests * * It is necessary because our models use Date, BigInt, and other non serializable JSON types * * Outgoing requests are serialized, and will be in the format { data: { json, meta }, ...rest } * Incoming requests are deserialized (client sends a serialized object { json, meta }), and attached to req.body */ app.use(superjson) // Public routes // Keep this route public for Render health checks - https://render.com/docs/deploys#health-checks app.get('/v1', (_req, res) => { res.status(200).json({ msg: 'API Running' }) }) app.get('/debug-sentry', function mainHandler(_req, _res) { throw new Error('Server sentry is working correctly') }) app.use('/tools', devOnly, toolsRouter) app.use('/v1', webhooksRouter) app.use('/v1', publicRouter) // All routes AFTER this line are protected via OAuth app.use('/v1', validateAuthJwt) // Private routes app.use('/v1/users', usersRouter) app.use('/v1/e2e', e2eRouter) app.use('/v1/teller', tellerRouter) app.use('/v1/accounts', accountsRouter) app.use('/v1/account-rollup', accountRollupRouter) app.use('/v1/connections', connectionsRouter) app.use('/v1/valuations', valuationsRouter) app.use('/v1/institutions', institutionsRouter) app.use('/v1/transactions', transactionsRouter) app.use('/v1/holdings', holdingsRouter) app.use('/v1/securities', securitiesRouter) app.use('/v1/plans', plansRouter) // Sentry must be the *first* handler app.use(identifySentryUser) app.use(Sentry.Handlers.errorHandler()) // Errors will pass through in order listed, these MUST be at the bottom of this server file app.use(authErrorHandler) // Handles auth/authz specific errors app.use(defaultErrorHandler) // Fallback handler export default app ================================================ FILE: apps/server/src/app/lib/ability.ts ================================================ import type { Subjects } from '@casl/prisma' import { PrismaAbility, accessibleBy } from '@casl/prisma' import type { AbilityClass } from '@casl/ability' import { AbilityBuilder, ForbiddenError } from '@casl/ability' import type { User, Account, AccountBalance, AccountConnection, Transaction, Valuation, Holding, InvestmentTransaction, Security, SecurityPricing, Institution, ProviderInstitution, Plan, } from '@prisma/client' import { AuthUserRole } from '@prisma/client' type CRUDActions = 'create' | 'read' | 'update' | 'delete' type AppActions = CRUDActions | 'manage' type PrismaSubjects = Subjects<{ User: User Account: Account AccountBalance: AccountBalance AccountConnection: AccountConnection Transaction: Transaction Valuation: Valuation Security: Security SecurityPricing: SecurityPricing Holding: Holding InvestmentTransaction: InvestmentTransaction Institution: Institution ProviderInstitution: ProviderInstitution Plan: Omit }> type AppSubjects = PrismaSubjects | 'all' type AppAbility = PrismaAbility<[AppActions, AppSubjects]> export default function defineAbilityFor(user: (Pick & { role: AuthUserRole }) | null) { const { can, build } = new AbilityBuilder(PrismaAbility as AbilityClass) if (user) { if (user.role === AuthUserRole.admin) { can('manage', 'Account') can('manage', 'AccountConnection') can('manage', 'Valuation') can('manage', 'User') can('manage', 'Institution') can('manage', 'Plan') can('manage', 'Holding') can('manage', 'Security') } // Account can('create', 'Account') can('read', 'Account', { userId: user.id }) can('read', 'Account', { accountConnection: { is: { userId: user.id } } }) can('update', 'Account', { userId: user.id }) can('update', 'Account', { accountConnection: { is: { userId: user.id } } }) can('delete', 'Account', { userId: user.id }) can('delete', 'Account', { accountConnection: { is: { userId: user.id } } }) // Valuation can('create', 'Valuation') can('read', 'Valuation', { account: { is: { userId: user.id } } }) can('update', 'Valuation', { account: { is: { userId: user.id } } }) can('delete', 'Valuation', { account: { is: { userId: user.id } } }) // AccountConnection can('create', 'AccountConnection') can('read', 'AccountConnection', { userId: user.id }) can('update', 'AccountConnection', { userId: user.id }) can('delete', 'AccountConnection', { userId: user.id }) // User can('read', 'User', { id: user.id }) can('update', 'User', { id: user.id }) can('delete', 'User', { id: user.id }) // Institution can('read', 'Institution') // Security can('read', 'Security') // Transaction can('read', 'Transaction', { account: { is: { userId: user.id } } }) can('read', 'Transaction', { account: { is: { accountConnection: { is: { userId: user.id } } } }, }) can('update', 'Transaction', { account: { is: { userId: user.id } } }) can('update', 'Transaction', { account: { is: { accountConnection: { is: { userId: user.id } } } }, }) // Holding can('read', 'Holding', { account: { is: { userId: user.id } } }) can('read', 'Holding', { account: { is: { accountConnection: { is: { userId: user.id } } } }, }) can('update', 'Holding', { account: { is: { userId: user.id } } }) can('update', 'Holding', { account: { is: { accountConnection: { is: { userId: user.id } } } }, }) // Plan can('create', 'Plan') can('read', 'Plan', { userId: user.id }) can('update', 'Plan', { userId: user.id }) can('delete', 'Plan', { userId: user.id }) } const ability = build() return { can: ability.can, throwUnlessCan: (...args: Parameters) => { ForbiddenError.from(ability).throwUnlessCan(...args) }, where: accessibleBy(ability), } } ================================================ FILE: apps/server/src/app/lib/email.ts ================================================ import { ServerClient as PostmarkServerClient } from 'postmark' import nodemailer from 'nodemailer' import type SMTPTransport from 'nodemailer/lib/smtp-transport' import env from '../../env' export function initializeEmailClient() { switch (env.NX_EMAIL_PROVIDER) { case 'postmark': if (env.NX_EMAIL_PROVIDER_API_TOKEN) { return new PostmarkServerClient(env.NX_EMAIL_PROVIDER_API_TOKEN) } else { return undefined } case 'smtp': if ( !process.env.NX_EMAIL_SMTP_HOST || !process.env.NX_EMAIL_SMTP_PORT || !process.env.NX_EMAIL_SMTP_USERNAME || !process.env.NX_EMAIL_SMTP_PASSWORD ) { return undefined } else { const transportOptions: SMTPTransport.Options = { host: process.env.NX_EMAIL_SMTP_HOST, port: Number(process.env.NX_EMAIL_SMTP_PORT), secure: process.env.NX_EMAIL_SMTP_SECURE === 'true', auth: { user: process.env.NX_EMAIL_SMTP_USERNAME, pass: process.env.NX_EMAIL_SMTP_PASSWORD, }, } return nodemailer.createTransport(transportOptions) } default: return undefined } } ================================================ FILE: apps/server/src/app/lib/endpoint.ts ================================================ import type { IMarketDataService } from '@maybe-finance/server/shared' import type { IAccountQueryService, IInstitutionService, IInsightService, ISecurityPricingService, IPlanService, } from '@maybe-finance/server/features' import { CryptoService, EndpointFactory, QueueService, PgService, PolygonMarketDataService, CacheService, ServerUtil, RedisCacheBackend, BullQueueFactory, InMemoryQueueFactory, } from '@maybe-finance/server/shared' import type { Request } from 'express' import Redis from 'ioredis' import { AccountService, AccountConnectionService, AuthUserService, UserService, EmailService, AccountQueryService, ValuationService, InstitutionService, AccountConnectionProviderFactory, BalanceSyncStrategyFactory, ValuationBalanceSyncStrategy, TransactionBalanceSyncStrategy, InvestmentTransactionBalanceSyncStrategy, InstitutionProviderFactory, TellerService, TellerETL, TellerWebhookHandler, InsightService, SecurityPricingService, TransactionService, HoldingService, LoanBalanceSyncStrategy, PlanService, ProjectionCalculator, StripeWebhookHandler, } from '@maybe-finance/server/features' import prisma from './prisma' import teller, { getTellerWebhookUrl } from './teller' import stripe from './stripe' import defineAbilityFor from './ability' import env from '../../env' import logger from '../lib/logger' import { initializeEmailClient } from './email' // shared services const redis = new Redis(env.NX_REDIS_URL, { retryStrategy: ServerUtil.redisRetryStrategy({ maxAttempts: 5 }), }) export const queueService = new QueueService( logger.child({ service: 'QueueService' }), process.env.NODE_ENV === 'test' ? new InMemoryQueueFactory() : new BullQueueFactory(logger.child({ service: 'BullQueueFactory' }), env.NX_REDIS_URL) ) export const emailService: EmailService = new EmailService( logger.child({ service: 'EmailService' }), initializeEmailClient(), { from: env.NX_EMAIL_FROM_ADDRESS, replyTo: env.NX_EMAIL_REPLY_TO_ADDRESS, } ) const cryptoService = new CryptoService(env.NX_DATABASE_SECRET) const pgService = new PgService(logger.child({ service: 'PgService' }), env.NX_DATABASE_URL) const cacheService = new CacheService( logger.child({ service: 'CacheService' }), new RedisCacheBackend(redis) ) const marketDataService: IMarketDataService = new PolygonMarketDataService( logger.child({ service: 'PolygonMarketDataService' }), env.NX_POLYGON_API_KEY, cacheService ) const securityPricingService: ISecurityPricingService = new SecurityPricingService( logger.child({ service: 'SecurityPricingService' }), prisma, marketDataService ) const insightService: IInsightService = new InsightService( logger.child({ service: 'InsightService' }), prisma ) const planService: IPlanService = new PlanService( prisma, new ProjectionCalculator(), insightService ) // providers const tellerService = new TellerService( logger.child({ service: 'TellerService' }), prisma, teller, new TellerETL(logger.child({ service: 'TellerETL' }), prisma, teller, cryptoService), cryptoService, getTellerWebhookUrl(), env.NX_TELLER_ENV === 'sandbox' ) // account-connection const accountConnectionProviderFactory = new AccountConnectionProviderFactory({ teller: tellerService, }) const transactionStrategy = new TransactionBalanceSyncStrategy( logger.child({ service: 'TransactionBalanceSyncStrategy' }), prisma ) const investmentTransactionStrategy = new InvestmentTransactionBalanceSyncStrategy( logger.child({ service: 'InvestmentTransactionBalanceSyncStrategy' }), prisma ) const valuationStrategy = new ValuationBalanceSyncStrategy( logger.child({ service: 'ValuationBalanceSyncStrategy' }), prisma ) const loanStrategy = new LoanBalanceSyncStrategy( logger.child({ service: 'LoanBalanceSyncStrategy' }), prisma ) const balanceSyncStrategyFactory = new BalanceSyncStrategyFactory({ INVESTMENT: investmentTransactionStrategy, DEPOSITORY: transactionStrategy, CREDIT: transactionStrategy, LOAN: loanStrategy, PROPERTY: valuationStrategy, VEHICLE: valuationStrategy, OTHER_ASSET: valuationStrategy, OTHER_LIABILITY: valuationStrategy, }) const accountConnectionService = new AccountConnectionService( logger.child({ service: 'AccountConnectionService' }), prisma, accountConnectionProviderFactory, balanceSyncStrategyFactory, securityPricingService, queueService.getQueue('sync-account-connection') ) // account const accountQueryService: IAccountQueryService = new AccountQueryService( logger.child({ service: 'AccountQueryService' }), pgService ) const accountService = new AccountService( logger.child({ service: 'AccountService' }), prisma, accountQueryService, queueService.getQueue('sync-account'), queueService.getQueue('sync-account-connection'), balanceSyncStrategyFactory ) // auth-user const authUserService = new AuthUserService(logger.child({ service: 'AuthUserService' }), prisma) // user const userService = new UserService( logger.child({ service: 'UserService' }), prisma, accountQueryService, balanceSyncStrategyFactory, queueService.getQueue('sync-user'), queueService.getQueue('purge-user'), stripe ) // institution const institutionProviderFactory = new InstitutionProviderFactory({ TELLER: tellerService, }) const institutionService: IInstitutionService = new InstitutionService( logger.child({ service: 'InstitutionService' }), prisma, pgService, institutionProviderFactory ) // valuation const valuationService = new ValuationService( logger.child({ service: 'ValuationService' }), prisma, accountQueryService ) // transaction const transactionService = new TransactionService( logger.child({ service: 'TransactionService' }), prisma ) // holding const holdingService = new HoldingService(logger.child({ service: 'HoldingService' }), prisma) // webhooks const stripeWebhooks = new StripeWebhookHandler( logger.child({ service: 'StripeWebhookHandler' }), prisma, stripe ) const tellerWebhooks = new TellerWebhookHandler( logger.child({ service: 'TellerWebhookHandler' }), prisma, teller, accountConnectionService ) // helper function for parsing JWT and loading User record // TODO: update this with roles, identity, and metadata async function getCurrentUser(jwt: NonNullable) { if (!jwt.sub) throw new Error(`jwt missing sub`) if (!jwt['https://maybe.co/email']) throw new Error(`jwt missing email`) const user = (await prisma.user.findUnique({ where: { authId: jwt.sub }, })) ?? (await prisma.user.upsert({ where: { authId: jwt.sub }, create: { authId: jwt.sub, email: jwt['https://maybe.co/email'], picture: jwt['picture'], firstName: jwt['firstName'], lastName: jwt['lastName'], }, update: {}, })) return { ...user, role: jwt.role, // TODO: Replace Auth0 concepts with next-auth primaryIdentity: {}, userMetadata: {}, appMetadata: {}, } } export async function createContext(req: Request) { const user = req.user ? await getCurrentUser(req.user) : null return { prisma, stripe, logger, user, ability: defineAbilityFor(user), accountService, transactionService, holdingService, accountConnectionService, authUserService, userService, valuationService, institutionService, cryptoService, queueService, stripeWebhooks, tellerService, tellerWebhooks, insightService, marketDataService, planService, emailService, } } export default new EndpointFactory({ createContext, onSuccess: (req, res, data) => res.status(200).superjson(data), }) ================================================ FILE: apps/server/src/app/lib/logger.ts ================================================ import { createLogger } from '@maybe-finance/server/shared' const logger = createLogger({ level: process.env.LOG_LEVEL ?? 'info', }) export default logger ================================================ FILE: apps/server/src/app/lib/prisma.ts ================================================ import { PrismaClient } from '@prisma/client' import { DbUtil } from '@maybe-finance/server/shared' import globalLogger from './logger' const logger = globalLogger.child({ service: 'PrismaClient' }) // https://stackoverflow.com/a/68328402 declare global { var prisma: PrismaClient // eslint-disable-line } function createPrismaClient() { const prisma = new PrismaClient({ log: [ { emit: 'event', level: 'query' }, { emit: 'event', level: 'info' }, { emit: 'event', level: 'warn' }, { emit: 'event', level: 'error' }, ], }) prisma.$on('query', ({ query, params, duration, ...data }) => { logger.silly(`Query: ${query}, Params: ${params}, Duration: ${duration}`, { ...data }) }) prisma.$on('info', ({ message, ...data }) => { logger.info(message, { ...data }) }) prisma.$on('warn', ({ message, ...data }) => { logger.warn(message, { ...data }) }) prisma.$on('error', ({ message, ...data }) => { logger.error(message, { ...data }) }) prisma.$use(DbUtil.slowQueryMiddleware(logger)) return prisma } // Prevent multiple instances of Prisma Client in development // https://www.prisma.io/docs/guides/performance-and-optimization/connection-management#prevent-hot-reloading-from-creating-new-instances-of-prismaclient // https://www.prisma.io/docs/concepts/components/prisma-client/working-with-prismaclient/instantiate-prisma-client#the-number-of-prismaclient-instances-matters const prisma = global.prisma || createPrismaClient() if (process.env.NODE_ENV === 'development') global.prisma = prisma export default prisma ================================================ FILE: apps/server/src/app/lib/stripe.ts ================================================ import Stripe from 'stripe' import env from '../../env' const stripe = new Stripe(env.NX_STRIPE_SECRET_KEY, { apiVersion: '2022-08-01' }) export default stripe ================================================ FILE: apps/server/src/app/lib/teller.ts ================================================ import { TellerApi } from '@maybe-finance/teller-api' import { getWebhookUrl } from './webhook' const teller = new TellerApi() export default teller export async function getTellerWebhookUrl() { const webhookUrl = await getWebhookUrl() return `${webhookUrl}/v1/teller/webhook` } ================================================ FILE: apps/server/src/app/lib/types.ts ================================================ import type { Response, Request, NextFunction } from 'express' interface TypedRequest extends Omit { body: T } interface TypedResponse extends Response { superjson(data: T): TypedResponse } export type DefaultHandler = ( req: TypedRequest, res: TypedResponse, next: NextFunction ) => void // GET requests have optional request type, mandatory response type export type GetHandler = ( req: TypedRequest, // eslint-disable-line res: TypedResponse, next: NextFunction ) => void // Aliases for semantics and convenience export type PostHandler = DefaultHandler export type PutHandler = DefaultHandler export type DeleteHandler = DefaultHandler ================================================ FILE: apps/server/src/app/lib/webhook.ts ================================================ import axios from 'axios' import isCI from 'is-ci' import env from '../../env' import logger from './logger' export async function getWebhookUrl(): Promise { if (process.env.NODE_ENV === 'development' && !isCI && !env.NX_WEBHOOK_URL) { const ngrokUrl = await axios.get(`${env.NX_NGROK_URL}/api/tunnels`).then((res) => { const httpsTunnel = res.data.tunnels.find((t) => t.proto === 'https') return httpsTunnel.public_url }) logger.info(`Generated dynamic ngrok webhook URL: ${ngrokUrl}`) return ngrokUrl } logger.info(`Using ${env.NX_WEBHOOK_URL ? env.NX_WEBHOOK_URL : env.NX_API_URL} for webhook URL`) return env.NX_WEBHOOK_URL || env.NX_API_URL } ================================================ FILE: apps/server/src/app/middleware/auth-error-handler.ts ================================================ import type { ErrorRequestHandler } from 'express' import { ForbiddenError } from '@casl/ability' export const authErrorHandler: ErrorRequestHandler = (err, req, res, next) => { if (err instanceof ForbiddenError) { return res.status(403).json({ errors: [ { status: '403', title: 'Unauthorized', detail: err.message, }, ], }) } next(err) } ================================================ FILE: apps/server/src/app/middleware/dev-only.ts ================================================ import createError from 'http-errors' export const devOnly = (_req, _res, next) => { if (process.env.NODE_ENV !== 'development') { return next(createError(401, 'Route only available in dev mode')) } next() } ================================================ FILE: apps/server/src/app/middleware/error-handler.ts ================================================ import type { ErrorRequestHandler } from 'express' import type { SharedType } from '@maybe-finance/shared' import logger from '../lib/logger' import { ErrorUtil } from '@maybe-finance/server/shared' export const defaultErrorHandler: ErrorRequestHandler = async (err, req, res, _next) => { const parsedError = ErrorUtil.parseError(err) // A custom redirect if user tries to access admin dashboard without Admin role (see /apps/server/src/app/admin/admin-router.ts) if (parsedError.message === 'ADMIN_UNAUTHORIZED') { return res.redirect('/?error=invalid-credentials') } const errors: SharedType.ErrorResponse = { errors: [ { status: parsedError.statusCode || '500', title: parsedError.message, }, ], } logger.error(`[default-express-handler] ${parsedError.message}`, { metadata: parsedError.metadata, stackTrace: parsedError.stackTrace, user: req.user?.sub, request: { method: req.method, url: req.url, }, }) logger.debug(parsedError.stackTrace) res.status(+(parsedError.statusCode || 500)).json(errors) } ================================================ FILE: apps/server/src/app/middleware/identify-user.ts ================================================ import type { ErrorRequestHandler } from 'express' import * as Sentry from '@sentry/node' export const identifySentryUser: ErrorRequestHandler = (err, req, _res, next) => { Sentry.setUser({ authId: req.user?.sub, }) next(err) } ================================================ FILE: apps/server/src/app/middleware/index.ts ================================================ export * from './dev-only' export * from './error-handler' export * from './auth-error-handler' export * from './superjson' export * from './validate-auth-jwt' export * from './validate-teller-signature' export { default as maintenance } from './maintenance' export * from './identify-user' ================================================ FILE: apps/server/src/app/middleware/maintenance.ts ================================================ import type { Express } from 'express' type MaintenanceOptions = { statusCode?: number path?: string featureKey?: string } export default function maintenance( app: Express, { statusCode = 503, path = '/maintenance' }: MaintenanceOptions = {} ) { const enabled = false app.get(path, async (req, res) => { res.status(200).json({ enabled }) }) app.use(async (req, res, next) => { if (enabled) { return res.status(statusCode).json({ message: 'Maintenance in progress' }) } next() }) } ================================================ FILE: apps/server/src/app/middleware/superjson.ts ================================================ import type { RequestHandler } from 'express' import type { SharedType } from '@maybe-finance/shared' import { superjson as sj } from '@maybe-finance/shared' export const superjson: RequestHandler = (req, res, next) => { // Client *should* make requests with valid superjson format, { json: any, meta?: any } if ('json' in req.body) { req.body = sj.deserialize(req.body) } const _json = res.json.bind(res) res.superjson = (data) => { const serialized = sj.serialize(data) const responsePayload: SharedType.SuccessResponse = { data: serialized } return _json(responsePayload) } next() } ================================================ FILE: apps/server/src/app/middleware/validate-auth-jwt.ts ================================================ import cookieParser from 'cookie-parser' import { decode } from 'next-auth/jwt' import type { Request } from 'express' const SECRET = process.env.NEXTAUTH_SECRET ?? 'REPLACE_THIS' const getNextAuthCookie = (req: Request) => { if (req.cookies) { if ('__Secure-next-auth.session-token' in req.cookies) { return req.cookies['__Secure-next-auth.session-token'] } else if ('next-auth.session-token' in req.cookies) { return req.cookies['next-auth.session-token'] } } return undefined } export const validateAuthJwt = async (req, res, next) => { cookieParser(SECRET)(req, res, async (err) => { if (err) { return res.status(500).json({ message: 'Internal Server Error' }) } if (req.cookies && getNextAuthCookie(req)) { try { const token = await decode({ token: getNextAuthCookie(req), secret: SECRET, }) if (token) { req.user = token return next() } else { return res.status(401).json({ message: 'Unauthorized' }) } } catch (error) { console.error('Error in token validation', error) return res.status(500).json({ message: 'Internal Server Error' }) } } else if (req.headers.authorization) { const token = req.headers.authorization.split(' ')[1] const decoded = await decode({ token, secret: SECRET, }) if (decoded) { req.user = decoded return next() } else { return res.status(401).json({ message: 'Unauthorized' }) } } else { return res.status(401).json({ message: 'Unauthorized' }) } }) } ================================================ FILE: apps/server/src/app/middleware/validate-teller-signature.ts ================================================ import crypto from 'crypto' import type { RequestHandler } from 'express' import type { TellerTypes } from '@maybe-finance/teller-api' import env from '../../env' // https://teller.io/docs/api/webhooks#verifying-messages export const validateTellerSignature: RequestHandler = (req, res, next) => { const signatureHeader = req.headers['teller-signature'] as string | undefined if (!signatureHeader) { return res.status(401).send('No Teller-Signature header found') } const { timestamp, signatures } = parseTellerSignatureHeader(signatureHeader) const threeMinutesAgo = Math.floor(Date.now() / 1000) - 3 * 60 if (parseInt(timestamp) < threeMinutesAgo) { return res.status(408).send('Signature timestamp is too old') } const signedMessage = `${timestamp}.${JSON.stringify(req.body as TellerTypes.WebhookData)}` const expectedSignature = createHmacSha256(signedMessage, env.NX_TELLER_SIGNING_SECRET) if (!signatures.includes(expectedSignature)) { return res.status(401).send('Invalid webhook signature') } next() } const parseTellerSignatureHeader = ( header: string ): { timestamp: string; signatures: string[] } => { const parts = header.split(',') const timestampPart = parts.find((p) => p.startsWith('t=')) const signatureParts = parts.filter((p) => p.startsWith('v1=')) if (!timestampPart) { throw new Error('No timestamp in Teller-Signature header') } const timestamp = timestampPart.split('=')[1] const signatures = signatureParts.map((p) => p.split('=')[1]) return { timestamp, signatures } } const createHmacSha256 = (message: string, secret: string): string => { return crypto.createHmac('sha256', secret).update(message).digest('hex') } ================================================ FILE: apps/server/src/app/routes/account-rollup.router.ts ================================================ import { Router } from 'express' import { z } from 'zod' import { DateUtil } from '@maybe-finance/shared' import endpoint from '../lib/endpoint' const router = Router() router.get( '/', endpoint.create({ input: z .object({ start: z.string().transform(DateUtil.dateTransform), end: z.string().transform(DateUtil.dateTransform), }) .partial(), resolve: ({ ctx, input: { start, end } }) => { return ctx.accountService.getAccountRollup(ctx.user!.id, start, end) }, }) ) export default router ================================================ FILE: apps/server/src/app/routes/accounts.router.ts ================================================ import type { Account } from '@prisma/client' import { AssetClass } from '@prisma/client' import type { SharedType } from '@maybe-finance/shared' import { Router } from 'express' import { subject } from '@casl/ability' import { z } from 'zod' import { DateUtil } from '@maybe-finance/shared' import { AccountCreateSchema, AccountUpdateSchema, InvestmentTransactionCategorySchema, } from '@maybe-finance/server/features' import endpoint from '../lib/endpoint' import keyBy from 'lodash/keyBy' import merge from 'lodash/merge' const router = Router() router.get( '/', endpoint.create({ resolve: async ({ ctx }) => { return ctx.accountService.getAll(ctx.user!.id) }, }) ) router.post( '/', endpoint.create({ input: AccountCreateSchema, resolve: async ({ input, ctx }) => { ctx.ability.throwUnlessCan('create', 'Account') let account: Account switch (input.type) { case 'LOAN': { const { currentBalance, ...rest } = input account = await ctx.accountService.create({ ...rest, userId: ctx.user!.id, currentBalanceProvider: currentBalance, currentBalanceStrategy: 'current', }) break } case 'INVESTMENT': { const { name, ...rest } = input account = await ctx.accountService.create({ ...rest, userId: ctx.user!.id, currentBalanceProvider: 0, currentBalanceStrategy: 'current', provider: 'user', name: name, }) break } default: { const { valuations: { originalBalance, currentBalance, currentDate }, startDate, ...rest } = input const initialValuations = [ { source: 'manual', date: startDate!, amount: originalBalance, }, ] if ( startDate && currentBalance && !DateUtil.isSameDate(DateUtil.datetimeTransform(startDate), currentDate) ) { initialValuations.push({ source: 'manual', date: currentDate.toJSDate(), amount: currentBalance, }) } account = await ctx.accountService.create( { ...rest, userId: ctx.user!.id, currentBalanceProvider: currentBalance, currentBalanceStrategy: 'current', }, { create: initialValuations, } ) break } } await ctx.accountService.syncBalances(account.id) return account }, }) ) router.get( '/:id', endpoint.create({ resolve: async ({ ctx, req }) => { const account = await ctx.accountService.getAccountDetails(+req.params.id) ctx.ability.throwUnlessCan('read', subject('Account', account)) return account }, }) ) router.put( '/:id', endpoint.create({ input: AccountUpdateSchema, resolve: async ({ input, ctx, req }) => { const account = await ctx.accountService.get(+req.params.id) ctx.ability.throwUnlessCan('update', subject('Account', account)) const updatedAccount = await ctx.accountService.update(account.id, { ...input.data, ...('currentBalance' in input.data ? { currentBalance: undefined, currentBalanceProvider: input.data.currentBalance, currentBalanceStrategy: 'current', } : {}), }) await ctx.accountService.syncBalances(updatedAccount.id) return updatedAccount }, }) ) router.delete( '/:id', endpoint.create({ resolve: async ({ ctx, req }) => { const account = await ctx.accountService.get(+req.params.id) ctx.ability.throwUnlessCan('delete', subject('Account', account)) return ctx.accountService.delete(account.id) }, }) ) router.get( '/:id/balances', endpoint.create({ input: z .object({ start: z.string().transform(DateUtil.dateTransform), end: z.string().transform(DateUtil.dateTransform), }) .partial(), resolve: async ({ ctx, input, req }) => { const account = await ctx.accountService.get(+req.params.id) ctx.ability.throwUnlessCan('read', subject('Account', account)) return ctx.accountService.getBalances(account.id, input.start, input.end) }, }) ) router.get( '/:id/returns', endpoint.create({ input: z.object({ start: z.string().transform((v) => DateUtil.datetimeTransform(v)), end: z.string().transform((v) => DateUtil.datetimeTransform(v)), compare: z .string() .optional() .transform((v) => v?.split(',')), // in format of /accounts/:id/returns?compare=VOO,AAPL,TSLA }), resolve: async ({ ctx, input, req }): Promise => { const account = await ctx.accountService.get(+req.params.id) ctx.ability.throwUnlessCan('read', subject('Account', account)) const returnSeries: SharedType.AccountReturnTimeSeriesData[] = await ctx.accountService.getReturns( account.id, input.start.toISODate(), input.end.toISODate() ) const baseSeries = { interval: 'days' as SharedType.TimeSeriesInterval, start: input.start.toISODate(), end: input.end.toISODate(), } if (!input.compare || input.compare.length < 1) return { ...baseSeries, data: returnSeries, } const comparisonData = await Promise.allSettled( input.compare.map(async (ticker) => { return { ticker, pricing: await ctx.marketDataService.getDailyPricing( { assetClass: AssetClass.other, currencyCode: 'USD', symbol: ticker }, input.start, input.end ), } }) ) const comparisonPrices = comparisonData .filter( ( data ): data is PromiseFulfilledResult<{ ticker: string pricing: SharedType.DailyPricing[] }> => { if (data.status === 'rejected') { ctx.logger.warn('Unable to generate comparison data', { reason: data.reason, }) } return data.status === 'fulfilled' } ) .map((data) => { return data.value.pricing.map((price) => ({ date: price.date.toISODate(), [data.value.ticker]: price.priceClose .dividedBy(data.value.pricing[0].priceClose) .minus(1), })) }) // Performs a "left join" of prices by ticker const merged: Record< string, SharedType.AccountReturnResponse['data'][number]['comparisons'] > = merge( keyBy( returnSeries.map((v) => ({ date: v.date })), // ensures we have a key for every single day 'date' ), ...comparisonPrices.map((prices) => keyBy(prices, 'date')) ) return { ...baseSeries, data: returnSeries.map((rs) => { return { ...rs, comparisons: merged[rs.date], } }), } }, }) ) router.get( '/:id/transactions', endpoint.create({ input: z .object({ start: z.string().transform(DateUtil.datetimeTransform), end: z.string().transform(DateUtil.datetimeTransform), page: z.string().transform((val) => parseInt(val)), }) .partial(), resolve: async ({ ctx, input, req }) => { const account = await ctx.accountService.get(+req.params.id) ctx.ability.throwUnlessCan('read', subject('Account', account)) return ctx.accountService.getTransactions( account.id, input.page, input.start, input.end ) }, }) ) router.get( '/:id/valuations', endpoint.create({ input: z .object({ start: z.string().transform(DateUtil.datetimeTransform), end: z.string().transform(DateUtil.datetimeTransform), }) .partial(), resolve: async ({ ctx, input, req }) => { const account = await ctx.accountService.get(+req.params.id) ctx.ability.throwUnlessCan('read', subject('Account', account)) return ctx.valuationService.getValuations(account.id, input.start, input.end) }, }) ) router.post( '/:id/valuations', endpoint.create({ input: z.object({ date: z.string().transform(DateUtil.datetimeTransform), amount: z.number(), }), resolve: async ({ ctx, input: { date, amount }, req }) => { const account = await ctx.accountService.get(+req.params.id) ctx.ability.throwUnlessCan('update', subject('Account', account)) if (!date) throw new Error('Invalid valuation date') const valuation = await ctx.valuationService.createValuation({ amount, date: date.toJSDate(), accountId: +req.params.id, source: 'manual', }) await ctx.accountService.syncBalances(+req.params.id) return valuation }, }) ) router.get( '/:id/holdings', endpoint.create({ input: z .object({ page: z.string().transform((val) => parseInt(val)), }) .partial(), resolve: async ({ ctx, input: { page }, req }) => { const account = await ctx.accountService.get(+req.params.id) ctx.ability.throwUnlessCan('read', subject('Account', account)) return ctx.accountService.getHoldings(account.id, page) }, }) ) router.get( '/:id/investment-transactions', endpoint.create({ input: z .object({ page: z.string().transform((val) => parseInt(val)), start: z.string().transform(DateUtil.datetimeTransform).optional(), end: z.string().transform(DateUtil.datetimeTransform).optional(), category: InvestmentTransactionCategorySchema.optional(), }) .partial(), resolve: async ({ ctx, input, req }) => { const account = await ctx.accountService.get(+req.params.id) ctx.ability.throwUnlessCan('read', subject('Account', account)) return ctx.accountService.getInvestmentTransactions( account.id, input.page, input.start, input.end, input.category ) }, }) ) router.get( '/:id/insights', endpoint.create({ resolve: async ({ ctx, req }) => { const account = await ctx.accountService.get(+req.params.id) ctx.ability.throwUnlessCan('read', subject('Account', account)) return ctx.insightService.getAccountInsights({ accountId: account.id }) }, }) ) router.post( '/:id/sync', endpoint.create({ resolve: async ({ ctx, req }) => { const account = await ctx.accountService.get(+req.params.id) ctx.ability.throwUnlessCan('update', subject('Account', account)) return ctx.accountService.sync(+req.params.id) }, }) ) // Syncs account balances without triggering a background worker (syncs balances much faster, ideal for smaller updates such as editing an account valuation) router.post( '/:id/sync/balances', endpoint.create({ resolve: async ({ ctx, req }) => { const account = await ctx.accountService.get(+req.params.id) ctx.ability.throwUnlessCan('update', subject('Account', account)) return ctx.accountService.syncBalances(+req.params.id) }, }) ) export default router ================================================ FILE: apps/server/src/app/routes/admin.router.ts ================================================ import { Router } from 'express' import { createBullBoard } from '@bull-board/api' import { BullAdapter } from '@bull-board/api/bullAdapter' import { ExpressAdapter } from '@bull-board/express' import { BullQueue } from '@maybe-finance/server/shared' import { queueService } from '../lib/endpoint' import { validateAuthJwt } from '../middleware' const router = Router() const serverAdapter = new ExpressAdapter().setBasePath('/admin/bullmq') createBullBoard({ queues: queueService.allQueues .filter((q): q is BullQueue => q instanceof BullQueue) .map((q) => new BullAdapter(q.queue)), serverAdapter, }) router.get('/', validateAuthJwt, (req, res) => { res.render('pages/dashboard', { user: req.user?.name, role: 'Admin', }) }) // Visit /admin/bullmq to see BullMQ Dashboard router.use('/bullmq', validateAuthJwt, serverAdapter.getRouter()) export default router ================================================ FILE: apps/server/src/app/routes/connections.router.ts ================================================ import { Router } from 'express' import { subject } from '@casl/ability' import { z } from 'zod' import endpoint from '../lib/endpoint' import { devOnly } from '../middleware' const router = Router() router.get( '/:id', endpoint.create({ resolve: async ({ ctx, req }) => { const connection = await ctx.accountConnectionService.get(+req.params.id) ctx.ability.throwUnlessCan('read', subject('AccountConnection', connection)) return connection }, }) ) router.put( '/:id', endpoint.create({ input: z.object({ syncStatus: z.enum(['IDLE', 'PENDING', 'SYNCING']) }), resolve: async ({ input, ctx, req }) => { const connection = await ctx.accountConnectionService.get(+req.params.id) ctx.ability.throwUnlessCan('update', subject('AccountConnection', connection)) const updatedConnection = await ctx.accountConnectionService.update( connection.id, input ) return updatedConnection }, }) ) router.post( '/:id/disconnect', endpoint.create({ resolve: async ({ ctx, req }) => { const connection = await ctx.accountConnectionService.get(+req.params.id) ctx.ability.throwUnlessCan('update', subject('AccountConnection', connection)) return ctx.accountConnectionService.disconnect(connection.id) }, }) ) router.post( '/:id/reconnect', endpoint.create({ resolve: async ({ ctx, req }) => { const connection = await ctx.accountConnectionService.get(+req.params.id) ctx.ability.throwUnlessCan('update', subject('AccountConnection', connection)) return ctx.accountConnectionService.reconnect(connection.id) }, }) ) router.post( '/:id/sync', endpoint.create({ resolve: async ({ ctx, req }) => { const connection = await ctx.accountConnectionService.get(+req.params.id) ctx.ability.throwUnlessCan('update', subject('AccountConnection', connection)) return ctx.accountConnectionService.sync(connection.id) }, }) ) router.post( '/:id/sync/:sync', endpoint.create({ resolve: async ({ ctx, req }) => { const connection = await ctx.accountConnectionService.get(+req.params.id) ctx.ability.throwUnlessCan('update', subject('AccountConnection', connection)) switch (req.params.sync) { case 'balances': { await ctx.accountConnectionService.syncBalances(connection.id) break } case 'securities': { await ctx.accountConnectionService.syncSecurities(connection.id) break } default: throw new Error(`unknown sync command: ${req.params.sync}`) } return connection }, }) ) router.delete( '/:id', endpoint.create({ resolve: async ({ ctx, req }) => { const connection = await ctx.accountConnectionService.get(+req.params.id) ctx.ability.throwUnlessCan('delete', subject('AccountConnection', connection)) return ctx.accountConnectionService.delete(connection.id) }, }) ) router.delete( '/', devOnly, endpoint.create({ resolve: async ({ ctx }) => { await ctx.prisma.accountConnection.deleteMany({ where: { userId: ctx.user!.id } }) return { success: true } }, }) ) export default router ================================================ FILE: apps/server/src/app/routes/e2e.router.ts ================================================ import type { OnboardingState } from '@maybe-finance/server/features' import { AuthUserRole } from '@prisma/client' import { Router } from 'express' import { DateTime } from 'luxon' import { z } from 'zod' import endpoint from '../lib/endpoint' const router = Router() router.use((req, res, next) => { const role = req.user?.role if (role === AuthUserRole.admin || role === AuthUserRole.ci) { next() } else { res.status(401).send('Route only available to CIUser and Admin roles') } }) // Validation endpoint for Cypress router.get( '/', endpoint.create({ resolve: async () => { return { success: true } }, }) ) router.post( '/reset', endpoint.create({ input: z.object({ mainOnboardingDisabled: z.boolean().default(true), sidebarOnboardingDisabled: z.boolean().default(true), trialLapsed: z.boolean().default(false), }), resolve: async ({ ctx, input }) => { const user = ctx.user! await ctx.prisma.$transaction([ ctx.prisma.$executeRaw`DELETE FROM "user" WHERE auth_id=${user.authId};`, ctx.prisma.user.create({ data: { authId: user.authId, email: user.email, firstName: user.firstName, lastName: user.lastName, dob: new Date('1990-01-01'), linkAccountDismissedAt: new Date(), // ensures our auto-account link doesn't trigger // Override onboarding flows to be complete for e2e testing onboarding: { main: { markedComplete: input.mainOnboardingDisabled, steps: [] }, sidebar: { markedComplete: input.sidebarOnboardingDisabled, steps: [] }, } as OnboardingState, trialEnd: input.trialLapsed ? DateTime.now().minus({ days: 1 }).toJSDate() : undefined, }, }), ]) return { success: true } }, }) ) router.post( '/clean', endpoint.create({ resolve: async ({ ctx }) => { const user = ctx.user! await ctx.prisma.$transaction([ ctx.prisma.$executeRaw`DELETE FROM "user" WHERE auth_id=${user.authId};`, ctx.prisma.$executeRaw`DELETE FROM "auth_user" WHERE id=${user.authId};`, ]) return { success: true } }, }) ) export default router ================================================ FILE: apps/server/src/app/routes/holdings.router.ts ================================================ import { Router } from 'express' import { subject } from '@casl/ability' import { HoldingUpdateInputSchema } from '@maybe-finance/server/features' import endpoint from '../lib/endpoint' const router = Router() router.get( '/:id', endpoint.create({ resolve: async ({ ctx, req }) => { const holding = await ctx.holdingService.get(+req.params.id) ctx.ability.throwUnlessCan('read', subject('Holding', holding)) return ctx.holdingService.getHoldingDetails(holding.id) }, }) ) router.get( '/:id/insights', endpoint.create({ resolve: async ({ ctx, req }) => { const holding = await ctx.holdingService.get(+req.params.id) ctx.ability.throwUnlessCan('read', subject('Holding', holding)) return ctx.insightService.getHoldingInsights({ holding }) }, }) ) router.put( '/:id', endpoint.create({ input: HoldingUpdateInputSchema, resolve: async ({ input, ctx, req }) => { const holding = await ctx.holdingService.get(+req.params.id) ctx.ability.throwUnlessCan('update', subject('Holding', holding)) const updatedHolding = await ctx.holdingService.update(+req.params.id, input) await ctx.accountService.syncBalances(holding.accountId) return updatedHolding }, }) ) export default router ================================================ FILE: apps/server/src/app/routes/index.ts ================================================ export { default as accountsRouter } from './accounts.router' export { default as accountRollupRouter } from './account-rollup.router' export { default as connectionsRouter } from './connections.router' export { default as usersRouter } from './users.router' export { default as webhooksRouter } from './webhooks.router' export { default as tellerRouter } from './teller.router' export { default as valuationsRouter } from './valuations.router' export { default as institutionsRouter } from './institutions.router' export { default as transactionsRouter } from './transactions.router' export { default as holdingsRouter } from './holdings.router' export { default as securitiesRouter } from './securities.router' export { default as plansRouter } from './plans.router' export { default as toolsRouter } from './tools.router' export { default as publicRouter } from './public.router' export { default as e2eRouter } from './e2e.router' export { default as adminRouter } from './admin.router' ================================================ FILE: apps/server/src/app/routes/institutions.router.ts ================================================ import { Router } from 'express' import { z } from 'zod' import endpoint from '../lib/endpoint' const router = Router() router.get( '/', endpoint.create({ input: z .object({ q: z.string(), page: z.string().transform((val) => parseInt(val)), }) .partial(), resolve: async ({ ctx, input }) => { ctx.ability.throwUnlessCan('read', 'Institution') return ctx.institutionService.getAll({ query: input.q, page: input.page }) }, }) ) router.post( '/sync', endpoint.create({ resolve: async ({ ctx }) => { ctx.ability.throwUnlessCan('update', 'Institution') // Sync all Teller institutions await ctx.queueService .getQueue('sync-institution') .addBulk([{ name: 'sync-teller-institutions', data: {} }]) return { success: true } }, }) ) router.post( '/deduplicate', endpoint.create({ resolve: async ({ ctx }) => { ctx.ability.throwUnlessCan('manage', 'Institution') await ctx.institutionService.deduplicateInstitutions() return { success: true } }, }) ) export default router ================================================ FILE: apps/server/src/app/routes/plans.router.ts ================================================ import { Router } from 'express' import { subject } from '@casl/ability' import { PlanCreateSchema, PlanTemplateSchema, PlanUpdateSchema, } from '@maybe-finance/server/features' import endpoint from '../lib/endpoint' import { DateUtil, PlanUtil } from '@maybe-finance/shared' const router = Router() router.get( '/', endpoint.create({ resolve: async ({ ctx }) => { const { plans } = await ctx.planService.getAll(ctx.user!.id) if (plans.length > 0) return { plans } /** * Generate a default plan so the user can start using the plan feature * without requiring any data inputs up-front. * * Defaults to "Retirement" template */ const plan = await ctx.planService.createWithTemplate(ctx.user!, { type: 'retirement', data: { // Defaults to user age of 30 and retirement age of 65 retirementYear: DateUtil.ageToYear( PlanUtil.RETIREMENT_MILESTONE_AGE, DateUtil.dobToAge(ctx.user?.dob) ?? PlanUtil.DEFAULT_AGE ), }, }) return { plans: [plan], } }, }) ) router.post( '/', endpoint.create({ input: PlanCreateSchema, resolve: async ({ input: { events, milestones, ...data }, ctx }) => { ctx.ability.throwUnlessCan('create', 'Plan') return await ctx.planService.create({ ...data, userId: ctx.user!.id, events: { create: events }, milestones: { create: milestones }, }) }, }) ) /** Create a new plan using a pre-defined template */ router.post( '/template', endpoint.create({ input: PlanTemplateSchema, resolve: async ({ input, ctx }) => { ctx.ability.throwUnlessCan('create', 'Plan') return await ctx.planService.createWithTemplate(ctx.user!, input) }, }) ) /** * Update an existing plan using a pre-defined template * * Can be used to reset a template to defaults or * add milestone-templates to an existing plan */ router.put( '/:id/template', endpoint.create({ input: PlanTemplateSchema, resolve: async ({ ctx, req, input }) => { const plan = await ctx.planService.get(+req.params.id) ctx.ability.throwUnlessCan('update', subject('Plan', plan)) const shouldReset = req.query.reset === 'true' return await ctx.planService.updateWithTemplate(plan.id, input, shouldReset) }, }) ) router.get( '/:id', endpoint.create({ resolve: async ({ ctx, req }) => { const plan = await ctx.planService.get(+req.params.id) ctx.ability.throwUnlessCan('read', subject('Plan', plan)) return plan }, }) ) router.put( '/:id', endpoint.create({ input: PlanUpdateSchema, resolve: async ({ input: { events, milestones, ...data }, ctx, req }) => { const plan = await ctx.planService.get(+req.params.id) ctx.ability.throwUnlessCan('update', subject('Plan', plan)) const updatedPlan = await ctx.planService.update(plan.id, { ...data, events: events ? { create: events.create, update: events.update ? events.update.map(({ id, data }) => ({ where: { id }, data })) : undefined, deleteMany: events.delete ? { id: { in: events.delete } } : undefined, } : undefined, milestones: milestones ? { create: milestones.create, update: milestones.update ? milestones.update.map(({ id, data }) => ({ where: { id }, data })) : undefined, deleteMany: milestones.delete ? { id: { in: milestones.delete } } : undefined, } : undefined, }) return updatedPlan }, }) ) router.delete( '/:id', endpoint.create({ resolve: async ({ ctx, req }) => { const plan = await ctx.planService.get(+req.params.id) ctx.ability.throwUnlessCan('delete', subject('Plan', plan)) return ctx.planService.delete(plan.id) }, }) ) router.get( '/:id/projections', endpoint.create({ resolve: async ({ ctx, req }) => { const plan = await ctx.planService.get(+req.params.id) ctx.ability.throwUnlessCan('read', subject('Plan', plan)) return ctx.planService.projections(plan.id) }, }) ) export default router ================================================ FILE: apps/server/src/app/routes/public.router.ts ================================================ import { Router } from 'express' import env from '../../env' import endpoint from '../lib/endpoint' const router = Router() router.get( '/users/card/:memberId', endpoint.create({ resolve: async ({ ctx, req }) => { const memberId = req.params.memberId if (!memberId) throw new Error('No memberId provided for member details.') const clientUrl = env.NX_CLIENT_URL_CUSTOM || env.NX_CLIENT_URL return ctx.userService.getMemberCard(memberId, clientUrl) }, }) ) export default router ================================================ FILE: apps/server/src/app/routes/securities.router.ts ================================================ import { Router } from 'express' import { DateTime } from 'luxon' import env from '../../env' import endpoint from '../lib/endpoint' const router = Router() router.get( '/', endpoint.create({ resolve: async ({ ctx }) => { ctx.ability.throwUnlessCan('read', 'Security') return await prisma.security.findMany({ select: { symbol: true, exchangeName: true, }, }) }, }) ) router.get( '/:id', endpoint.create({ resolve: async ({ ctx, req }) => { ctx.ability.throwUnlessCan('read', 'Security') return await ctx.prisma.security.findUniqueOrThrow({ where: { id: +req.params.id }, include: { pricing: { where: { date: { gte: DateTime.now().minus({ weeks: 52 }).toJSDate(), lte: DateTime.now().toJSDate(), }, }, orderBy: { date: 'asc', }, }, }, }) }, }) ) router.get( '/:id/details', endpoint.create({ resolve: async ({ ctx, req }) => { ctx.ability.throwUnlessCan('read', 'Security') const security = await ctx.prisma.security.findUniqueOrThrow({ where: { id: +req.params.id }, }) return await ctx.marketDataService.getSecurityDetails(security) }, }) ) router.post( '/sync/us-stock-tickers', endpoint.create({ resolve: async ({ ctx }) => { ctx.ability.throwUnlessCan('manage', 'Security') if (env.NX_POLYGON_API_KEY) { try { await ctx.queueService .getQueue('sync-security') .add('sync-us-stock-tickers', {}) return { success: true } } catch (err) { throw new Error('Failed to sync stock tickers') } } else { throw new Error('No Polygon API key found') } }, }) ) router.post( '/sync/stock-pricing', endpoint.create({ resolve: async ({ ctx }) => { ctx.ability.throwUnlessCan('manage', 'Security') if (env.NX_POLYGON_API_KEY) { try { await ctx.queueService.getQueue('sync-security').add('sync-all-securities', {}) return { success: true } } catch (err) { throw new Error('Failed to sync securities pricing') } } else { throw new Error('No Polygon API key found') } }, }) ) export default router ================================================ FILE: apps/server/src/app/routes/teller.router.ts ================================================ import { Router } from 'express' import { z } from 'zod' import endpoint from '../lib/endpoint' const router = Router() router.post( '/handle-enrollment', endpoint.create({ input: z.object({ institution: z.object({ name: z.string(), id: z.string(), }), enrollment: z.object({ accessToken: z.string(), user: z.object({ id: z.string(), }), enrollment: z.object({ id: z.string(), institution: z.object({ name: z.string(), }), }), signatures: z.array(z.string()).optional(), }), }), resolve: ({ input: { institution, enrollment }, ctx }) => { return ctx.tellerService.handleEnrollment(ctx.user!.id, institution, enrollment) }, }) ) router.post( '/institutions/sync', endpoint.create({ resolve: async ({ ctx }) => { ctx.ability.throwUnlessCan('manage', 'Institution') await ctx.queueService.getQueue('sync-institution').add('sync-teller-institutions', {}) }, }) ) export default router ================================================ FILE: apps/server/src/app/routes/tools.router.ts ================================================ import { Router } from 'express' import _ from 'lodash' import type Decimal from 'decimal.js' import type { ProjectionInput } from '@maybe-finance/server/features' import { AssetValue, monteCarlo, ProjectionCalculator } from '@maybe-finance/server/features' import { StatsUtil } from '@maybe-finance/shared' const router = Router() const params: Record = { stocks: ['0.05', '0.186'], bonds: ['0.02', '0.052'], cash: ['-0.02', '0.05'], crypto: ['1.0', '1.0'], property: ['0.1', '0.2'], other: ['-0.02', '0'], } function getInput(scenario: string, randomized = false): ProjectionInput { const Value = (value, mean, stddev) => new AssetValue(value, mean, randomized ? stddev : 0) const scenarios: Record = { portfolio_vizualizer: { years: 30, assets: [ { id: 'stock', value: Value(800_000, ...params.stocks), }, { id: 'bonds', value: Value(150_000, ...params.bonds), }, { id: 'cash', value: Value(50_000, ...params.cash), }, ], liabilities: [], events: [ { id: 'income', value: new AssetValue(100_000), end: 2032 }, { id: 'expenses', value: new AssetValue(-60_000) }, ], milestones: [ { id: 'retirement', type: 'net-worth', expenseMultiple: 25, expenseYears: 1 }, ], }, debug: { years: 56, assets: [ { id: 'cash', value: Value('283221', ...params.cash), }, { id: 'other', value: Value('221332', ...params.other), }, { id: 'property', value: Value('1300000', ...params.property), }, { id: 'stocks', value: Value('1421113', ...params.stocks), }, ], liabilities: [], events: [ { id: '3', value: new AssetValue('-10000', '0.01'), start: 2022, end: 2072, }, { id: '4', value: new AssetValue('12000'), start: 2050, end: 2072, }, { id: '5', value: new AssetValue('17148'), start: 2050, end: 2072, }, { id: '6', value: new AssetValue('-120000', '0.01'), start: 2022, end: 2076, }, ], milestones: [ { id: '2', type: 'year', year: 2057, }, ], }, } return scenarios[scenario] } router.post('/projections', (req, res) => { const calculator = new ProjectionCalculator() const scenario = 'debug' const N = 500 const tiles = ['0.1', '0.25', '0.5', '0.75', '0.9'] const inputTheo = getInput(scenario, false) const inputRandomized = getInput(scenario, true) const theo = calculator.calculate(inputTheo) const simulations = monteCarlo(() => calculator.calculate(inputRandomized), { n: N }) const simulationsWithStats = _.zipWith(...simulations, (...series) => { const year = series[0].year const netWorths = series.map((d) => d.netWorth) return { year, percentiles: StatsUtil.quantiles(netWorths, tiles), successRate: StatsUtil.rateOf(netWorths, (nw) => nw.gt(0)), ci95: StatsUtil.confidenceInterval(netWorths), avg: StatsUtil.mean(netWorths), netWorths: _.sortBy(netWorths, (nw) => +nw), stddev: StatsUtil.stddev(netWorths), } }) const simulationsByPercentile = tiles.map((percentile, idx) => ({ percentile, simulation: simulationsWithStats.map(({ year, percentiles }) => ({ year, netWorth: percentiles[idx], })), })) const result = { theo, simulations, simulationsWithStats, simulationsByPercentile, } // res.set('cache-control', 'public, max-age=60') res.status(200).json(result) }) export default router ================================================ FILE: apps/server/src/app/routes/transactions.router.ts ================================================ import { Router } from 'express' import { subject } from '@casl/ability' import endpoint from '../lib/endpoint' import { TransactionPaginateParams, TransactionUpdateInputSchema, } from '@maybe-finance/server/features' const router = Router() router.get( '/', endpoint.create({ input: TransactionPaginateParams, resolve: async ({ ctx, input }) => { return ctx.transactionService.getAll(ctx.user!.id, input.pageIndex, input.pageSize) }, }) ) router.get( '/:id', endpoint.create({ resolve: async ({ ctx, req }) => { const transaction = await ctx.transactionService.get(+req.params.id) ctx.ability.throwUnlessCan('read', subject('Transaction', transaction)) return transaction }, }) ) router.put( '/:id', endpoint.create({ input: TransactionUpdateInputSchema, resolve: async ({ input, ctx, req }) => { const transaction = await ctx.transactionService.get(+req.params.id) ctx.ability.throwUnlessCan('update', subject('Transaction', transaction)) const updatedTransaction = await ctx.transactionService.update(+req.params.id, input) await ctx.accountService.syncBalances(transaction.accountId) return updatedTransaction }, }) ) export default router ================================================ FILE: apps/server/src/app/routes/users.router.ts ================================================ import { Router } from 'express' import { subject } from '@casl/ability' import { z } from 'zod' import { DateUtil, type SharedType } from '@maybe-finance/shared' import endpoint from '../lib/endpoint' import env from '../../env' import { type OnboardingState, type RegisteredStep, UpdateOnboardingSchema, } from '@maybe-finance/server/features' const router = Router() router.get( '/', endpoint.create({ resolve: async ({ ctx }) => { return ctx.userService.get(ctx.user!.id) }, }) ) router.get( '/onboarding/:flow', endpoint.create({ resolve: async ({ ctx, req }) => { let onboarding: SharedType.OnboardingResponse switch (req.params.flow) { case 'main': onboarding = await ctx.userService.buildMainOnboarding(ctx.user!.id) break case 'sidebar': onboarding = await ctx.userService.buildSidebarOnboarding(ctx.user!.id) break default: throw new Error(`${req.params.flow} is not a valid onboarding flow key`) } const { steps, currentStep, progress, isComplete, isMarkedComplete } = onboarding return { steps, currentStep, progress, isComplete, isMarkedComplete, } }, }) ) router.put( '/onboarding', endpoint.create({ input: UpdateOnboardingSchema, resolve: async ({ ctx, input }) => { const user = await ctx.prisma.user.findFirstOrThrow({ where: { id: ctx.user!.id }, select: { id: true, onboarding: true }, }) const onboardingState = user.onboarding as OnboardingState | null // Initialize onboarding state const onboarding = onboardingState ? onboardingState : ({ main: { markedComplete: false, steps: [] }, sidebar: { markedComplete: false, steps: [] }, } as OnboardingState) input.updates.forEach((update: RegisteredStep) => { const oldStepIdx = onboarding[input.flow].steps.findIndex( (step) => step.key === update.key ) // Create or update if (oldStepIdx < 0) { onboarding[input.flow].steps.push(update) } else { onboarding[input.flow].steps[oldStepIdx] = update } }) if (input.flow === 'sidebar' && input.markedComplete != null) { onboarding['sidebar'].markedComplete = input.markedComplete } ctx.logger.info( `User onboarding updated. flow=${input.flow} updated=${input.updates.length} user=${ ctx.user!.id }`, input ) return ctx.prisma.user.update({ where: { id: ctx.user!.id }, data: { onboarding }, }) }, }) ) router.get( '/auth-profile', endpoint.create({ resolve: async ({ ctx }) => { return ctx.userService.getAuthProfile(ctx.user!.id) }, }) ) router.get( '/subscription', endpoint.create({ resolve: async ({ ctx }) => { if (!ctx.user || !ctx.user.id) { throw new Error('User not found') } return ctx.userService.getSubscription(ctx.user.id) }, }) ) router.put( '/', endpoint.create({ input: z .object({ monthlyDebtUser: z.number().nullable(), monthlyIncomeUser: z.number().nullable(), monthlyExpensesUser: z.number().nullable(), goals: z.string().array(), riskAnswers: z .object({ questionKey: z.string(), choiceKey: z.string() }) .array() .min(1), household: z.enum([ 'single', 'singleWithDependents', 'dual', 'dualWithDependents', 'retired', ]), country: z.string().nullable(), state: z.string().nullable(), maybeGoals: z.enum(['aggregate', 'advice', 'plan']).array(), maybeGoalsDescription: z.string().nullable(), maybe: z.string().nullable(), title: z.string().nullable(), firstName: z.string(), lastName: z.string(), dob: z.string().transform((d) => DateUtil.datetimeTransform(d).toJSDate()), linkAccountDismissedAt: z.date(), }) .partial(), resolve: ({ input, ctx }) => { if (!ctx.user || !ctx.user.id) { throw new Error('Could not update user. User not found') } return ctx.userService.update(ctx.user.id, input) }, }) ) router.get( '/net-worth', endpoint.create({ input: z .object({ start: z.string().transform(DateUtil.dateTransform), end: z.string().transform(DateUtil.dateTransform), }) .partial(), resolve: ({ ctx, input: { start, end } }) => { return ctx.userService.getNetWorthSeries(ctx.user!.id, start, end) }, }) ) router.get( '/:id/net-worth', endpoint.create({ input: z .object({ start: z.string().transform(DateUtil.dateTransform), end: z.string().transform(DateUtil.dateTransform), }) .partial(), resolve: async ({ ctx, req, input: { start, end } }) => { const user = await ctx.userService.get(+req.params.id) ctx.ability.throwUnlessCan('read', subject('User', user)) return ctx.userService.getNetWorthSeries(user.id, start, end) }, }) ) router.get( '/net-worth/:date', endpoint.create({ resolve: ({ ctx, req }) => { return ctx.userService.getNetWorth( ctx.user!.id, DateUtil.dateTransform(req.params.date) ) }, }) ) router.get( '/:id/net-worth/:date', endpoint.create({ resolve: async ({ ctx, req }) => { const user = await ctx.userService.get(+req.params.id) ctx.ability.throwUnlessCan('read', subject('User', user)) return ctx.userService.getNetWorth(user.id, DateUtil.dateTransform(req.params.date)) }, }) ) router.get( '/:id/account-rollup', endpoint.create({ input: z .object({ start: z.string().transform(DateUtil.dateTransform), end: z.string().transform(DateUtil.dateTransform), }) .partial(), resolve: async ({ ctx, input: { start, end }, req }) => { const user = await ctx.userService.get(+req.params.id) ctx.ability.throwUnlessCan('read', subject('User', user)) return ctx.accountService.getAccountRollup(user.id, start, end) }, }) ) router.get( '/insights', endpoint.create({ resolve: ({ ctx }) => { return ctx.insightService.getUserInsights({ userId: ctx.user!.id }) }, }) ) router.get( '/:id/insights', endpoint.create({ resolve: async ({ ctx, req }) => { const user = await ctx.userService.get(+req.params.id) ctx.ability.throwUnlessCan('read', subject('User', user)) return ctx.insightService.getUserInsights({ userId: user.id }) }, }) ) // TODO: Implement verification email using internal email service instead of Auth0 router.post( '/resend-verification-email', endpoint.create({ input: z.object({ authId: z.string().optional(), }), resolve: async ({ input, ctx }) => { const authId = input.authId ?? ctx.user?.authId if (!authId) throw new Error('User not found') //await ctx.managementClient.sendEmailVerification({ user_id: authId }) ctx.logger.info(`Sent verification email to ${authId}`) return { success: true } }, }) ) router.put( '/change-password', endpoint.create({ input: z.object({ newPassword: z.string(), currentPassword: z.string(), }), resolve: async ({ input, ctx, req }) => { if (!req.user || !req.user.sub) { throw new Error('Unable to update password. No user found.') } const { newPassword, currentPassword } = input try { await ctx.authUserService.updatePassword(req.user.sub, currentPassword, newPassword) } catch (err) { const errMessage = 'Could not reset password' // Do not log the full error here, the user's password could be in it! ctx.logger.error('Could not reset password') return { success: false, error: errMessage } } return { success: true } }, }) ) router.post( '/checkout-session', endpoint.create({ input: z.object({ plan: z.string(), }), resolve: async ({ ctx, req, input }) => { if (!req.user?.sub || !ctx.user) { throw new Error('Unable to create checkout session. No user found.') } const session = await ctx.stripe.checkout.sessions.create({ line_items: [ { price: input.plan === 'yearly' ? env.NX_STRIPE_PREMIUM_YEARLY_PRICE_ID : env.NX_STRIPE_PREMIUM_MONTHLY_PRICE_ID, quantity: 1, }, ], mode: 'subscription', success_url: `${req.headers.origin}/settings?tab=billing&status=success`, cancel_url: `${req.headers.origin}/settings?tab=billing&status=cancelled`, allow_promotion_codes: true, client_reference_id: req.user.sub, // Provide customer ID or user email, not both ...(ctx.user.stripeCustomerId ? { customer: ctx.user.stripeCustomerId, } : { customer_email: (await ctx.authUserService.get(req.user.sub)).email ?? undefined, }), }) if (!session.url) throw new Error('Failed to create checkout session with URL.') return { url: session.url } }, }) ) router.post( '/customer-portal-session', endpoint.create({ resolve: async ({ ctx, req }) => { if (!req.user?.sub || !ctx.user || !ctx.user.stripeCustomerId) { throw new Error('Unable to create customer portal session. No user/customer found.') } const session = await ctx.stripe.billingPortal.sessions.create({ customer: ctx.user.stripeCustomerId, return_url: `${req.headers.origin}/settings?tab=billing`, }) if (!session.url) throw new Error('Failed to create customer portal session with URL.') return { url: session.url } }, }) ) router.delete( '/', endpoint.create({ input: z.object({ confirm: z.literal(true), }), resolve: async ({ ctx }) => { const { id } = ctx.user! ctx.ability.throwUnlessCan('delete', subject('User', ctx.user!)) await ctx.userService.delete(id) }, }) ) router.delete( '/:id', endpoint.create({ input: z.object({ confirm: z.literal(true), }), resolve: async ({ ctx, req }) => { const user = await ctx.userService.get(+req.params.id) ctx.ability.throwUnlessCan('delete', subject('User', user)) await ctx.userService.delete(user.id) }, }) ) router.get( '/card', endpoint.create({ resolve: async ({ ctx }) => { return ctx.userService.getMemberCard( ctx.user!.memberId, env.NX_CLIENT_URL_CUSTOM || env.NX_CLIENT_URL ) }, }) ) router.post( '/send-test-email', endpoint.create({ input: z.object({ recipient: z.string(), subject: z.string(), body: z.string(), }), resolve: async ({ input, ctx, req }) => { if (!req.user || req.user.role !== 'admin') throw new Error('Unauthorized') try { await ctx.emailService.send({ to: input.recipient, subject: input.subject, textBody: input.body, htmlBody: input.body, }) } catch (err) { console.log('Error sending email', err) } ctx.logger.info(`Sent test email to ${input.recipient}`) return { success: true } }, }) ) export default router ================================================ FILE: apps/server/src/app/routes/valuations.router.ts ================================================ import { Router } from 'express' import { z } from 'zod' import { subject } from '@casl/ability' import endpoint from '../lib/endpoint' import { DateUtil } from '@maybe-finance/shared' const router = Router() router.get( '/:id', endpoint.create({ resolve: async ({ ctx, req }) => { const valuation = await ctx.valuationService.getValuation(+req.params.id) ctx.ability.throwUnlessCan('read', subject('Valuation', valuation)) return valuation }, }) ) router.put( '/:id', endpoint.create({ input: z .object({ date: z.string().transform((d) => DateUtil.datetimeTransform(d).toJSDate()), amount: z.number(), }) .optional(), resolve: async ({ ctx, input, req }) => { const valuation = await ctx.valuationService.getValuation(+req.params.id) ctx.ability.throwUnlessCan('update', subject('Valuation', valuation)) if (!input) return valuation const updatedValuation = await ctx.valuationService.updateValuation(+req.params.id, { date: input.date, ...(input.amount && { amount: input.amount }), }) await ctx.accountService.syncBalances(updatedValuation.accountId) return updatedValuation }, }) ) router.delete( '/:id', endpoint.create({ resolve: async ({ ctx, req }) => { const valuation = await ctx.valuationService.getValuation(+req.params.id) ctx.ability.throwUnlessCan('delete', subject('Valuation', valuation)) const deletedValuation = await ctx.valuationService.deleteValuation(+req.params.id) await ctx.accountService.syncBalances(deletedValuation.accountId) return deletedValuation }, }) ) export default router ================================================ FILE: apps/server/src/app/routes/webhooks.router.ts ================================================ import { Router } from 'express' import { z } from 'zod' import { validateTellerSignature } from '../middleware' import endpoint from '../lib/endpoint' import stripe from '../lib/stripe' import env from '../../env' import type { TellerTypes } from '@maybe-finance/teller-api' const router = Router() router.post( '/stripe/webhook', endpoint.create({ async resolve({ req, ctx }) { if (!req.headers['stripe-signature']) throw new Error('Missing `stripe-signature` header') let event try { event = stripe.webhooks.constructEvent( req.body, req.headers['stripe-signature'], env.NX_STRIPE_WEBHOOK_SECRET ) } catch (err) { ctx.logger.error(`Failed to construct Stripe event`, err) throw new Error('Failed to construct Stripe event') } ctx.logger.info(`rx[stripe_webhook] type=${event.type} id=${event.id}`, event.data) await ctx.stripeWebhooks.handleWebhook(event) return { status: 'ok' } }, onSuccess: (_, res, data) => res.status(200).json(data), }) ) router.post( '/teller/webhook', process.env.NODE_ENV !== 'development' ? validateTellerSignature : (_req, _res, next) => next(), endpoint.create({ input: z .object({ id: z.string(), payload: z.object({ enrollment_id: z.string(), reason: z.string(), }), timestamp: z.string(), type: z.string(), }) .passthrough(), async resolve({ input, ctx }) { const { type, id, payload } = input ctx.logger.info( `rx[teller_webhook] event eventType=${type} eventId=${id} enrollmentId=${payload.enrollment_id}` ) // May contain sensitive info, only print at the debug level ctx.logger.debug(`rx[teller_webhook] event payload`, input) try { console.log('handling webhook') await ctx.tellerWebhooks.handleWebhook(input as TellerTypes.WebhookData) } catch (err) { // record error but don't throw ctx.logger.error(`[teller_webhook] error handling webhook`, err) } return { status: 'ok' } }, }) ) export default router ================================================ FILE: apps/server/src/app/trpc.ts ================================================ import * as trpc from '@trpc/server' import type * as trpcExpress from '@trpc/server/adapters/express' import { superjson } from '@maybe-finance/shared' import { createContext } from './lib/endpoint' export async function createTRPCContext({ req }: trpcExpress.CreateExpressContextOptions) { return createContext(req) } type Context = trpc.inferAsyncReturnType const t = trpc.initTRPC.context().create({ transformer: superjson, }) /** * Middleware */ const isUser = t.middleware(({ ctx, next }) => { if (!ctx.user) { throw new trpc.TRPCError({ code: 'UNAUTHORIZED', message: 'You must be a user' }) } return next({ ctx: { ...ctx, user: ctx.user, }, }) }) /** * Routers */ export const appRouter = t.router({ users: t.router({ me: t.procedure.use(isUser).query(({ ctx }) => ctx.user), }), }) export type AppRouter = typeof appRouter ================================================ FILE: apps/server/src/assets/script.js ================================================ // eslint-disable-next-line function login() { window.location.href = '/admin/login' } // eslint-disable-next-line function logout() { window.location.href = '/admin/logout' } ================================================ FILE: apps/server/src/assets/styles.css ================================================ a { text-decoration: none; } .links { display: flex; justify-content: center; min-width: 350px; } .links .btn { margin-left: 10px; } body { background-color: #242629; height: 100vh; color: white; } .unauthorized { background-color: #f85c41; padding: 10px 20px; color: #f8f9fa; border-radius: 5px; margin-bottom: 40px; text-align: center; max-width: 250px; } .container { height: 100%; display: flex; flex-direction: column; justify-content: center; align-items: center; transform: translateY(-60px); } .btn { background-color: #3bc9db; padding: 10px; color: #242629; border: none; border-radius: 5px; } .btn:hover { background-color: rgba(102, 217, 232, 0.9); cursor: pointer; } ================================================ FILE: apps/server/src/env.ts ================================================ import { z } from 'zod' const toOriginArray = (s?: string) => { if (!s) return [] const originList = (s || '').split(',').map((s) => s.trim()) return originList.map((origin) => { const originParts = origin.split('.') // Search for the specific pattern: domain.tld (e.g. maybe.co) and enable wildcard access on domain if (originParts.length === 2) { return new RegExp(`${originParts[0]}\\.${originParts[1]}`) } else { return origin } }) } const envSchema = z.object({ NX_API_URL: z.string().url().default('http://localhost:3333'), NX_CDN_URL: z.string().url().default('https://staging-cdn.maybe.co'), NX_WEBHOOK_URL: z.string().url().optional(), NX_CLIENT_URL: z.string().url().default('http://localhost:4200'), NX_CLIENT_URL_CUSTOM: z.string().url().default('http://localhost:4200'), NX_REDIS_URL: z.string().default('redis://localhost:6379'), NX_DATABASE_URL: z.string(), NX_DATABASE_SECRET: z.string(), NX_NGROK_URL: z.string().default('http://localhost:4551'), NX_TELLER_SIGNING_SECRET: z.string().default('REPLACE_THIS'), NX_TELLER_APP_ID: z.string().default('REPLACE_THIS'), NX_TELLER_ENV: z.string().default('sandbox'), NX_SENTRY_DSN: z.string().optional(), NX_SENTRY_ENV: z.string().optional(), NX_POLYGON_API_KEY: z.string().default(''), NX_POLYGON_TIER: z.string().default('basic'), NX_PORT: z.string().default('3333'), NX_CORS_ORIGINS: z.string().default('https://localhost.maybe.co').transform(toOriginArray), NX_MORGAN_LOG_LEVEL: z .string() .default(process.env.NODE_ENV === 'development' ? 'dev' : 'combined'), NX_STRIPE_SECRET_KEY: z.string().default('REPLACE_THIS'), NX_STRIPE_WEBHOOK_SECRET: z.string().default('whsec_REPLACE_THIS'), NX_STRIPE_PREMIUM_MONTHLY_PRICE_ID: z.string().default('price_REPLACE_THIS'), NX_STRIPE_PREMIUM_YEARLY_PRICE_ID: z.string().default('price_REPLACE_THIS'), NX_CDN_PRIVATE_BUCKET: z.string().default('REPLACE_THIS'), NX_CDN_PUBLIC_BUCKET: z.string().default('REPLACE_THIS'), // Key to secrets manager value NX_CDN_SIGNER_SECRET_ID: z.string().default('/apps/maybe-app/CLOUDFRONT_SIGNER1_PRIV'), // Key to Cloudfront pub key NX_CDN_SIGNER_PUBKEY_ID: z.string().default('REPLACE_THIS'), NX_EMAIL_FROM_ADDRESS: z.string().default('account@maybe.co'), NX_EMAIL_REPLY_TO_ADDRESS: z.string().default('support@maybe.co'), NX_EMAIL_PROVIDER: z.string().optional(), NX_EMAIL_PROVIDER_API_TOKEN: z.string().optional(), }) const env = envSchema.parse(process.env) export default env ================================================ FILE: apps/server/src/environments/environment.prod.ts ================================================ export const environment = { production: true, } ================================================ FILE: apps/server/src/environments/environment.ts ================================================ export const environment = { production: false, } ================================================ FILE: apps/server/src/main.ts ================================================ import type { AddressInfo } from 'net' import env from './env' import app from './app/app' import logger from './app/lib/logger' import * as Sentry from '@sentry/node' process.on('uncaughtException', (error) => { Sentry.captureException(error) logger.error('server: uncaught exception', error) }) process.on('unhandledRejection', (reason, promise) => { Sentry.captureException(reason) logger.error(`server: unhandled promise rejection: ${promise}: ${reason}`) }) const server = app.listen(env.NX_PORT, () => { logger.info(`🚀 API listening at http://localhost:${(server.address() as AddressInfo).port}`) }) // Handle SIGTERM coming from ECS Fargate process.on('SIGTERM', () => server.close()) server.on('error', (err) => logger.error('Server failed to start from main.ts', err)) ================================================ FILE: apps/server/tsconfig.app.json ================================================ { "extends": "./tsconfig.json", "compilerOptions": { "outDir": "../../dist/out-tsc", "module": "commonjs", "types": ["node", "express"] }, "exclude": ["**/*.spec.ts", "**/*.test.ts", "jest.config.ts"], "include": ["**/*.ts", "../../custom-express.d.ts"] } ================================================ FILE: apps/server/tsconfig.json ================================================ { "extends": "../../tsconfig.base.json", "compilerOptions": { "esModuleInterop": true, "noImplicitAny": false, "strict": true, "strictNullChecks": true }, "files": [], "include": [], "references": [ { "path": "./tsconfig.app.json" }, { "path": "./tsconfig.spec.json" } ] } ================================================ FILE: apps/server/tsconfig.spec.json ================================================ { "extends": "./tsconfig.json", "compilerOptions": { "outDir": "../../dist/out-tsc", "module": "commonjs", "types": ["jest", "node"] }, "include": ["**/*.spec.ts", "**/*.test.ts", "../../custom-express.d.ts", "jest.config.ts"] } ================================================ FILE: apps/workers/.eslintrc.json ================================================ { "extends": ["../../.eslintrc.json"], "ignorePatterns": ["!**/*", "Dockerfile"], "overrides": [ { "files": ["*.ts", "*.tsx", "*.js", "*.jsx"], "rules": {} }, { "files": ["*.ts", "*.tsx"], "rules": {} }, { "files": ["*.js", "*.jsx"], "rules": {} }, { "files": ["*.ts"], "rules": { "@typescript-eslint/no-unused-vars": ["warn", { "argsIgnorePattern": "^_" }] } } ] } ================================================ FILE: apps/workers/Dockerfile ================================================ # ------------------------------------------ # BUILD STAGE # ------------------------------------------ FROM node:18-alpine3.18 as builder WORKDIR /app COPY ./dist/apps/workers ./prisma ./ RUN npm install -g pnpm # nrwl/nx#20079, generated lockfile is completely broken RUN rm -f pnpm-lock.yaml RUN pnpm install --prod --no-frozen-lockfile # ------------------------------------------ # PROD STAGE # ------------------------------------------ FROM node:18-alpine3.18 as prod # Used for container health checks RUN apk add --no-cache curl WORKDIR /app USER node COPY --from=builder /app . CMD ["node", "--es-module-specifier-resolution=node", "./main.js"] ================================================ FILE: apps/workers/jest.config.ts ================================================ /* eslint-disable */ export default { displayName: 'workers', preset: '../../jest.preset.js', globals: { 'ts-jest': { tsconfig: '/tsconfig.spec.json', }, }, testEnvironment: 'node', transform: { '^.+\\.[tj]s$': 'ts-jest', }, moduleFileExtensions: ['ts', 'js', 'html'], coverageDirectory: '../../coverage/apps/workers', } ================================================ FILE: apps/workers/src/app/__tests__/helpers/user.test-helper.ts ================================================ import type { PrismaClient, User } from '@prisma/client' import { faker } from '@faker-js/faker' export async function resetUser(prisma: PrismaClient, authId = '__TEST_USER_ID__'): Promise { try { // eslint-disable-next-line const [_, __, ___, user] = await prisma.$transaction([ prisma.$executeRaw`DELETE FROM "user" WHERE auth_id=${authId};`, // Deleting a user does not cascade to securities, so delete all security records prisma.$executeRaw`DELETE from security;`, prisma.$executeRaw`DELETE from security_pricing;`, prisma.user.create({ data: { authId, email: faker.internet.email(), tellerUserId: faker.string.uuid(), }, }), ]) return user } catch (e) { console.error('error in reset user transaction', e) throw e } } ================================================ FILE: apps/workers/src/app/__tests__/queue.integration.spec.ts ================================================ // ===================================================== // Keep these imports above the rest to avoid errors // ===================================================== import { TellerGenerator } from 'tools/generators' import type { User, AccountConnection } from '@prisma/client' import { AccountConnectionType } from '@prisma/client' import prisma from '../lib/prisma' import { default as _teller } from '../lib/teller' import { resetUser } from './helpers/user.test-helper' import { Interval } from 'luxon' // Import the workers process import '../../main' import { queueService } from '../lib/di' // For TypeScript support jest.mock('../lib/teller') const teller = jest.mocked(_teller) let user: User | null let connection: AccountConnection // When debugging, we don't want the tests to time out if (process.env.IS_VSCODE_DEBUG === 'true') { jest.setTimeout(100000) } beforeEach(async () => { jest.clearAllMocks() user = await resetUser(prisma) connection = await prisma.accountConnection.create({ data: { name: 'Chase Test', type: AccountConnectionType.teller, tellerEnrollmentId: 'test-teller-item-workers', tellerInstitutionId: 'chase_test', tellerAccessToken: 'U2FsdGVkX1+WMq9lfTS9Zkbgrn41+XT1hvSK5ain/udRPujzjVCAx/lyPG7EumVZA+nVKXPauGwI+d7GZgtqTA9R3iCZNusU6LFPnmFOCE4=', // need correct encoding here userId: user.id, syncStatus: 'PENDING', }, }) }) afterAll(async () => { await prisma.$disconnect() }) describe('Message queue tests', () => { it('Creates the correct number of queues', () => { expect(queueService.allQueues.map((q) => q.name)).toEqual([ 'sync-user', 'sync-account', 'sync-account-connection', 'sync-security', 'purge-user', 'sync-institution', 'send-email', ]) }) it('Should handle sync errors', async () => { const syncQueue = queueService.getQueue('sync-account-connection') teller.getAccounts.mockRejectedValueOnce(new Error('forced error for Jest tests')) await syncQueue.add('sync-connection', { accountConnectionId: connection.id }) const updatedConnection = await prisma.accountConnection.findUnique({ where: { id: connection.id }, }) expect(teller.getAccounts).toHaveBeenCalledTimes(1) expect(updatedConnection?.status).toEqual('ERROR') }) it('Should run all sync-account-connection queue jobs', async () => { const syncQueue = queueService.getQueue('sync-account-connection') let cnx = await prisma.accountConnection.findUnique({ where: { id: connection.id } }) expect(cnx?.status).toEqual('OK') expect(cnx?.syncStatus).toEqual('PENDING') await syncQueue.add('sync-connection', { accountConnectionId: connection.id }) cnx = await prisma.accountConnection.findUnique({ where: { id: connection.id }, }) expect(cnx?.syncStatus).toEqual('IDLE') }) xit('Should sync connected transaction account', async () => { const syncQueue = queueService.getQueue('sync-account-connection') // Mock will return a basic banking checking account const mockAccounts = TellerGenerator.generateAccountsWithBalances({ count: 1, institutionId: 'chase_test', enrollmentId: 'test-teller-item-workers', institutionName: 'Chase Test', accountType: 'depository', accountSubType: 'checking', }) teller.getAccounts.mockResolvedValueOnce(mockAccounts) const mockTransactions = TellerGenerator.generateTransactions(10, mockAccounts[0].id) teller.getTransactions.mockResolvedValueOnce(mockTransactions) await syncQueue.add('sync-connection', { accountConnectionId: connection.id }) expect(teller.getAccounts).toHaveBeenCalledTimes(1) expect(teller.getTransactions).toHaveBeenCalledTimes(1) const item = await prisma.accountConnection.findUniqueOrThrow({ where: { id: connection.id }, include: { accounts: { include: { balances: { where: TellerGenerator.testDates.prismaWhereFilter, orderBy: { date: 'asc' }, }, transactions: true, holdings: true, valuations: true, investmentTransactions: true, }, }, }, }) expect(item.accounts).toHaveLength(1) const [account] = item.accounts const intervalDates = Interval.fromDateTimes( TellerGenerator.lowerBound, TellerGenerator.now ) .splitBy({ day: 1 }) .map((date: Interval) => date.start.toISODate()) const startingBalance = Number(mockAccounts[0].balance.available) const balances = TellerGenerator.calculateDailyBalances( startingBalance, mockTransactions, intervalDates ) expect(account.transactions).toHaveLength(10) expect(account.balances.map((b) => b.balance)).toEqual(balances) expect(account.holdings).toHaveLength(0) expect(account.valuations).toHaveLength(0) expect(account.investmentTransactions).toHaveLength(0) }) }) ================================================ FILE: apps/workers/src/app/__tests__/security-sync.integration.spec.ts ================================================ import { PrismaClient, SecurityProvider } from '@prisma/client' import winston from 'winston' import Redis from 'ioredis' import nock from 'nock' import type { ISecurityPricingService } from '@maybe-finance/server/features' import { SecurityPricingService } from '@maybe-finance/server/features' import type { IMarketDataService } from '@maybe-finance/server/shared' import { RedisCacheBackend, CacheService, ServerUtil, PolygonMarketDataService, } from '@maybe-finance/server/shared' import { PolygonTestData } from '../../../../../tools/test-data' const prisma = new PrismaClient() const redis = new Redis(process.env.NX_REDIS_URL as string, { retryStrategy: ServerUtil.redisRetryStrategy({ maxAttempts: 1 }), }) beforeAll(() => { process.env.CI = 'true' nock.disableNetConnect() nock('https://api.polygon.io') .get((uri) => uri.includes('/v2/snapshot/locale/us/markets/stocks/tickers')) .reply(200, PolygonTestData.snapshotAllTickers) .persist() nock('https://api.polygon.io') .get((uri) => uri.includes('/v2/aggs/grouped/locale/us/market/stocks')) .reply(200, PolygonTestData.dailyPricing) .persist() nock('https://api.polygon.io') .get((uri) => uri.includes('/v3/reference/exchanges')) .reply(200, PolygonTestData.getExchanges) .persist() nock('https://api.polygon.io') .get( (uri) => uri.includes('/v3/reference/tickers') && uri.includes('market=stocks') && uri.includes('exchange=XNAS') ) .reply(200, PolygonTestData.getNASDAQTickers) .persist() nock('https://api.polygon.io') .get( (uri) => uri.includes('/v3/reference/tickers') && uri.includes('market=stocks') && uri.includes('exchange=XNYS') ) .reply(200, PolygonTestData.getNYSETickers) .persist() }) afterAll(async () => { process.env.CI = '' await Promise.allSettled([prisma.$disconnect(), redis.disconnect()]) }) describe('security pricing sync for non basic tier', () => { let securityPricingService: ISecurityPricingService beforeEach(async () => { const logger = winston.createLogger({ level: 'debug', transports: new winston.transports.Console({ format: winston.format.simple() }), }) const cacheService = new CacheService( logger.child({ service: 'CacheService' }), new RedisCacheBackend(redis) ) const marketDataService: IMarketDataService = new PolygonMarketDataService( logger.child({ service: 'PolygonMarketDataService' }), 'TEST', cacheService ) securityPricingService = new SecurityPricingService( logger.child({ service: 'SecurityPricingService' }), prisma, marketDataService ) // reset db records await prisma.security.deleteMany({ where: { providerName: SecurityProvider.other, }, }) await prisma.security.createMany({ data: [{ symbol: 'AAPL' }, { symbol: 'VOO' }], }) }) it('syncs', async () => { // sync 2x to catch any possible caching I/O issues await securityPricingService.syncSecuritiesPricing() await securityPricingService.syncSecuritiesPricing() }) }) describe('security pricing sync for basic tier', () => { let securityPricingService: ISecurityPricingService let initialPolygonTier: string | undefined beforeEach(async () => { initialPolygonTier = process.env.NX_POLYGON_TIER process.env.NX_POLYGON_TIER = 'basic' // Force basic tier to test code path const logger = winston.createLogger({ level: 'debug', transports: new winston.transports.Console({ format: winston.format.simple() }), }) const cacheService = new CacheService( logger.child({ service: 'CacheService' }), new RedisCacheBackend(redis) ) const marketDataService: IMarketDataService = new PolygonMarketDataService( logger.child({ service: 'PolygonMarketDataService' }), 'TEST', cacheService ) securityPricingService = new SecurityPricingService( logger.child({ service: 'SecurityPricingService' }), prisma, marketDataService ) // reset db records await prisma.security.deleteMany({ where: { providerName: SecurityProvider.other, }, }) await prisma.security.createMany({ data: [{ symbol: 'AAPL' }, { symbol: 'VOO' }], }) }) afterEach(() => { process.env.NX_POLYGON_TIER = initialPolygonTier }) it('syncs', async () => { // sync 2x to catch any possible caching I/O issues await securityPricingService.syncSecuritiesPricing() await securityPricingService.syncSecuritiesPricing() }) }) describe('us stock ticker sync', () => { const apiKey = process.env.NX_POLYGON_API_KEY let securityPricingService: ISecurityPricingService beforeEach(async () => { if (!apiKey) { process.env.NX_POLYGON_API_KEY = 'TEST_KEY' } const logger = winston.createLogger({ level: 'debug', transports: new winston.transports.Console({ format: winston.format.simple() }), }) const cacheService = new CacheService( logger.child({ service: 'CacheService' }), new RedisCacheBackend(redis) ) const marketDataService: IMarketDataService = new PolygonMarketDataService( logger.child({ service: 'PolygonMarketDataService' }), 'TEST', cacheService ) securityPricingService = new SecurityPricingService( logger.child({ service: 'SecurityPricingService' }), prisma, marketDataService ) // reset db records await prisma.security.deleteMany() }) afterEach(() => { process.env.NX_POLYGON_API_KEY = apiKey // Restore original key }) it('syncs', async () => { // sync 2x to catch any possible caching I/O issues await securityPricingService.syncUSStockTickers() await securityPricingService.syncUSStockTickers() expect(await prisma.security.count()).toEqual(20) }) }) ================================================ FILE: apps/workers/src/app/__tests__/teller.integration.spec.ts ================================================ import type { User } from '@prisma/client' import { TellerGenerator } from '../../../../../tools/generators' import { TellerApi } from '@maybe-finance/teller-api' jest.mock('@maybe-finance/teller-api') import { TellerETL, TellerService, type IAccountConnectionProvider, } from '@maybe-finance/server/features' import { createLogger } from '@maybe-finance/server/shared' import prisma from '../lib/prisma' import { resetUser } from './helpers/user.test-helper' import { transports } from 'winston' import { cryptoService } from '../lib/di' const logger = createLogger({ level: 'debug', transports: [new transports.Console()] }) const teller = jest.mocked(new TellerApi()) const tellerETL = new TellerETL(logger, prisma, teller, cryptoService) const service: IAccountConnectionProvider = new TellerService( logger, prisma, teller, tellerETL, cryptoService, 'TELLER_WEBHOOK_URL', true ) afterAll(async () => { await prisma.$disconnect() }) describe('Teller', () => { let user: User beforeEach(async () => { jest.clearAllMocks() user = await resetUser(prisma) }) it('syncs connection', async () => { const tellerConnection = TellerGenerator.generateConnection() const tellerAccounts = tellerConnection.accountsWithBalances const tellerTransactions = tellerConnection.transactions teller.getAccounts.mockResolvedValue(tellerAccounts) teller.getTransactions.mockImplementation(async ({ accountId }) => { return Promise.resolve(tellerTransactions.filter((t) => t.account_id === accountId)) }) const connection = await prisma.accountConnection.create({ data: { userId: user.id, name: 'TEST_TELLER', type: 'teller', tellerEnrollmentId: tellerConnection.enrollment.enrollment.id, tellerInstitutionId: tellerConnection.enrollment.institutionId, tellerAccessToken: cryptoService.encrypt(tellerConnection.enrollment.accessToken), }, }) await service.sync(connection) const { accounts } = await prisma.accountConnection.findUniqueOrThrow({ where: { id: connection.id, }, include: { accounts: { include: { transactions: true, investmentTransactions: true, holdings: true, valuations: true, }, }, }, }) // all accounts expect(accounts).toHaveLength(tellerConnection.accounts.length) for (const account of accounts) { expect(account.transactions).toHaveLength( tellerTransactions.filter((t) => t.account_id === account.tellerAccountId).length ) } // credit accounts const creditAccounts = tellerAccounts.filter((a) => a.type === 'credit') expect(accounts.filter((a) => a.type === 'CREDIT')).toHaveLength(creditAccounts.length) for (const creditAccount of creditAccounts) { const account = accounts.find((a) => a.tellerAccountId === creditAccount.id)! expect(account.transactions).toHaveLength( tellerTransactions.filter((t) => t.account_id === account.tellerAccountId).length ) expect(account.holdings).toHaveLength(0) expect(account.valuations).toHaveLength(0) expect(account.investmentTransactions).toHaveLength(0) } // depository accounts const depositoryAccounts = tellerAccounts.filter((a) => a.type === 'depository') expect(accounts.filter((a) => a.type === 'DEPOSITORY')).toHaveLength( depositoryAccounts.length ) for (const depositoryAccount of depositoryAccounts) { const account = accounts.find((a) => a.tellerAccountId === depositoryAccount.id)! expect(account.transactions).toHaveLength( tellerTransactions.filter((t) => t.account_id === account.tellerAccountId).length ) expect(account.holdings).toHaveLength(0) expect(account.valuations).toHaveLength(0) expect(account.investmentTransactions).toHaveLength(0) } }) }) ================================================ FILE: apps/workers/src/app/lib/di.ts ================================================ import type { IAccountConnectionProcessor, IAccountProcessor, IAccountQueryService, IAccountService, ISecurityPricingProcessor, IInstitutionService, IUserProcessor, ISecurityPricingService, IUserService, IEmailProcessor, } from '@maybe-finance/server/features' import { AccountConnectionProcessor, AccountConnectionProviderFactory, AccountConnectionService, AccountProcessor, AccountProviderFactory, AccountQueryService, AccountService, BalanceSyncStrategyFactory, InstitutionProviderFactory, InstitutionService, InvestmentTransactionBalanceSyncStrategy, LoanBalanceSyncStrategy, TellerETL, TellerService, SecurityPricingProcessor, SecurityPricingService, TransactionBalanceSyncStrategy, UserProcessor, UserService, ValuationBalanceSyncStrategy, EmailService, EmailProcessor, TransactionService, } from '@maybe-finance/server/features' import type { IMarketDataService } from '@maybe-finance/server/shared' import { BullQueueFactory, CacheService, CryptoService, InMemoryQueueFactory, PgService, PolygonMarketDataService, QueueService, RedisCacheBackend, ServerUtil, } from '@maybe-finance/server/shared' import Redis from 'ioredis' import logger from './logger' import prisma from './prisma' import teller from './teller' import { initializeEmailClient } from './email' import stripe from './stripe' import env from '../../env' import { BullQueueEventHandler, WorkerErrorHandlerService } from '../services' // shared services const redis = new Redis(env.NX_REDIS_URL, { retryStrategy: ServerUtil.redisRetryStrategy({ maxAttempts: 5 }), }) export const cryptoService = new CryptoService(env.NX_DATABASE_SECRET) export const pgService = new PgService(logger.child({ service: 'PgService' }), env.NX_DATABASE_URL) export const queueService = new QueueService( logger.child({ service: 'QueueService' }), process.env.NODE_ENV === 'test' ? new InMemoryQueueFactory() : new BullQueueFactory( logger.child({ service: 'BullQueueFactory' }), env.NX_REDIS_URL, new BullQueueEventHandler(logger.child({ service: 'BullQueueEventHandler' }), prisma) ) ) const cacheService = new CacheService( logger.child({ service: 'CacheService' }), new RedisCacheBackend(redis) ) export const marketDataService: IMarketDataService = new PolygonMarketDataService( logger.child({ service: 'PolygonMarketDataService' }), env.NX_POLYGON_API_KEY, cacheService ) export const securityPricingService: ISecurityPricingService = new SecurityPricingService( logger.child({ service: 'SecurityPricingService' }), prisma, marketDataService ) // providers const tellerService = new TellerService( logger.child({ service: 'TellerService' }), prisma, teller, new TellerETL(logger.child({ service: 'TellerETL' }), prisma, teller, cryptoService), cryptoService, '', env.NX_TELLER_ENV === 'sandbox' ) // account-connection const accountConnectionProviderFactory = new AccountConnectionProviderFactory({ teller: tellerService, }) const transactionStrategy = new TransactionBalanceSyncStrategy( logger.child({ service: 'TransactionBalanceSyncStrategy' }), prisma ) const investmentTransactionStrategy = new InvestmentTransactionBalanceSyncStrategy( logger.child({ service: 'InvestmentTransactionBalanceSyncStrategy' }), prisma ) const valuationStrategy = new ValuationBalanceSyncStrategy( logger.child({ service: 'ValuationBalanceSyncStrategy' }), prisma ) const loanStrategy = new LoanBalanceSyncStrategy( logger.child({ service: 'LoanBalanceSyncStrategy' }), prisma ) const balanceSyncStrategyFactory = new BalanceSyncStrategyFactory({ INVESTMENT: investmentTransactionStrategy, DEPOSITORY: transactionStrategy, CREDIT: transactionStrategy, LOAN: loanStrategy, PROPERTY: valuationStrategy, VEHICLE: valuationStrategy, OTHER_ASSET: valuationStrategy, OTHER_LIABILITY: valuationStrategy, }) export const accountConnectionService = new AccountConnectionService( logger.child({ service: 'AccountConnectionService' }), prisma, accountConnectionProviderFactory, balanceSyncStrategyFactory, securityPricingService, queueService.getQueue('sync-account-connection') ) const transactionService = new TransactionService( logger.child({ service: 'TransactionService' }), prisma ) export const accountConnectionProcessor: IAccountConnectionProcessor = new AccountConnectionProcessor( logger.child({ service: 'AccountConnectionProcessor' }), accountConnectionService, transactionService, accountConnectionProviderFactory ) // account export const accountQueryService: IAccountQueryService = new AccountQueryService( logger.child({ service: 'AccountQueryService' }), pgService ) export const accountService: IAccountService = new AccountService( logger.child({ service: 'AccountService' }), prisma, accountQueryService, queueService.getQueue('sync-account'), queueService.getQueue('sync-account-connection'), balanceSyncStrategyFactory ) const accountProviderFactory = new AccountProviderFactory({ // Since these are not in use yet, just commenting out for now // property: propertyService, // vehicle: vehicleService, }) export const accountProcessor: IAccountProcessor = new AccountProcessor( logger.child({ service: 'AccountProcessor' }), accountService, accountProviderFactory ) // user export const userService: IUserService = new UserService( logger.child({ service: 'UserService' }), prisma, accountQueryService, balanceSyncStrategyFactory, queueService.getQueue('sync-user'), queueService.getQueue('purge-user'), stripe ) export const userProcessor: IUserProcessor = new UserProcessor( logger.child({ service: 'UserProcessor' }), prisma, userService, accountService, accountConnectionService, accountConnectionProviderFactory ) // security-pricing export const securityPricingProcessor: ISecurityPricingProcessor = new SecurityPricingProcessor( logger.child({ service: 'SecurityPricingProcessor' }), securityPricingService ) // institution const institutionProviderFactory = new InstitutionProviderFactory({ TELLER: tellerService, }) export const institutionService: IInstitutionService = new InstitutionService( logger.child({ service: 'InstitutionService' }), prisma, pgService, institutionProviderFactory ) // worker services export const workerErrorHandlerService = new WorkerErrorHandlerService( logger.child({ service: 'WorkerErrorHandlerService' }) ) // send-email export const emailService: EmailService = new EmailService( logger.child({ service: 'EmailService' }), initializeEmailClient(), { from: env.NX_EMAIL_FROM_ADDRESS, replyTo: env.NX_EMAIL_REPLY_TO_ADDRESS, } ) export const emailProcessor: IEmailProcessor = new EmailProcessor( logger.child({ service: 'EmailProcessor' }), prisma, emailService ) ================================================ FILE: apps/workers/src/app/lib/email.ts ================================================ import { ServerClient as PostmarkServerClient } from 'postmark' import nodemailer from 'nodemailer' import type SMTPTransport from 'nodemailer/lib/smtp-transport' import env from '../../env' export function initializeEmailClient() { switch (env.NX_EMAIL_PROVIDER) { case 'postmark': if (env.NX_EMAIL_PROVIDER_API_TOKEN) { return new PostmarkServerClient(env.NX_EMAIL_PROVIDER_API_TOKEN) } else { return undefined } case 'smtp': if ( !process.env.NX_EMAIL_SMTP_HOST || !process.env.NX_EMAIL_SMTP_PORT || !process.env.NX_EMAIL_SMTP_USERNAME || !process.env.NX_EMAIL_SMTP_PASSWORD ) { return undefined } else { const transportOptions: SMTPTransport.Options = { host: process.env.NX_EMAIL_SMTP_HOST, port: Number(process.env.NX_EMAIL_SMTP_PORT), secure: process.env.NX_EMAIL_SMTP_SECURE === 'true', auth: { user: process.env.NX_EMAIL_SMTP_USERNAME, pass: process.env.NX_EMAIL_SMTP_PASSWORD, }, } return nodemailer.createTransport(transportOptions) } default: return undefined } } ================================================ FILE: apps/workers/src/app/lib/logger.ts ================================================ import { createLogger } from '@maybe-finance/server/shared' const logger = createLogger({ level: 'info', }) export default logger ================================================ FILE: apps/workers/src/app/lib/prisma.ts ================================================ import { PrismaClient } from '@prisma/client' import { DbUtil } from '@maybe-finance/server/shared' import globalLogger from './logger' const logger = globalLogger.child({ service: 'PrismaClient' }) // https://stackoverflow.com/a/68328402 declare global { var prisma: PrismaClient | undefined // eslint-disable-line } function createPrismaClient() { const prisma = new PrismaClient({ log: [ { emit: 'event', level: 'query' }, { emit: 'event', level: 'info' }, { emit: 'event', level: 'warn' }, { emit: 'event', level: 'error' }, ], }) prisma.$on('query', ({ query, params, duration, ...data }) => { logger.silly(`Query: ${query}, Params: ${params}, Duration: ${duration}`, { ...data }) }) prisma.$on('info', ({ message, ...data }) => { logger.info(message, { ...data }) }) prisma.$on('warn', ({ message, ...data }) => { logger.warn(message, { ...data }) }) prisma.$on('error', ({ message, ...data }) => { logger.error(message, { ...data }) }) prisma.$use(DbUtil.slowQueryMiddleware(logger)) return prisma } // Prevent multiple instances of Prisma Client in development // https://www.prisma.io/docs/guides/performance-and-optimization/connection-management#prevent-hot-reloading-from-creating-new-instances-of-prismaclient // https://www.prisma.io/docs/concepts/components/prisma-client/working-with-prismaclient/instantiate-prisma-client#the-number-of-prismaclient-instances-matters const prisma = global.prisma || createPrismaClient() if (process.env.NODE_ENV === 'development') global.prisma = prisma export default prisma ================================================ FILE: apps/workers/src/app/lib/stripe.ts ================================================ import Stripe from 'stripe' import env from '../../env' const stripe = new Stripe(env.NX_STRIPE_SECRET_KEY, { apiVersion: '2022-08-01' }) export default stripe ================================================ FILE: apps/workers/src/app/lib/teller.ts ================================================ import { TellerApi } from '@maybe-finance/teller-api' const teller = new TellerApi() export default teller ================================================ FILE: apps/workers/src/app/services/bull-queue-event-handler.ts ================================================ import type { PrismaClient, User } from '@prisma/client' import type { Job } from 'bull' import type { Logger } from 'winston' import type { BullQueue, IBullQueueEventHandler } from '@maybe-finance/server/shared' import * as Sentry from '@sentry/node' import { ErrorUtil } from '@maybe-finance/server/shared' const printJob = (job: Job) => `Job{queue=${job.queue.name} id=${job.id} name=${job.name} ts=${ job.timestamp } data=${JSON.stringify(job.data)}}` export class BullQueueEventHandler implements IBullQueueEventHandler { constructor(private readonly logger: Logger, private readonly prisma: PrismaClient) {} onQueueCreated({ queue }: BullQueue) { // https://github.com/OptimalBits/bull/blob/develop/REFERENCE.md#events queue.on('active', (job, _jobPromise) => { this.logger.info(`[job.active] ${printJob(job)}`) }) queue.on('completed', (job, _result) => { this.logger.info(`[job.completed] ${printJob(job)}`) }) queue.on('stalled', async (job) => { this.logger.warn(`[job.stalled] ${printJob(job)}`) }) queue.on('lock-extension-failed', (job, err) => { this.logger.warn(`[job.lock-extension-failed] ${printJob(job)}`, { err }) }) queue.on('progress', (job, progress) => { this.logger.info(`[job.progress] ${printJob(job)}`, { progress }) }) queue.on('failed', async (job, error) => { this.logger.error(`[job.failed] ${printJob(job)}`, { error }) const user = await this.getUserFromJob(job) Sentry.withScope((scope) => { scope.setUser(user ? {} : null) scope.setTags({ 'queue.name': job.queue.name, 'job.name': job.name, }) scope.setContext('Job Info', { queue: job.queue.name, job: job.name, attempts: job.attemptsMade, data: job.data, }) const err = ErrorUtil.parseError(error) Sentry.captureException(error, { level: 'error', tags: err.sentryTags, contexts: err.sentryContexts, }) }) }) queue.on('error', async (error) => { this.logger.error(`[queue.error]`, { error }) const err = ErrorUtil.parseError(error) Sentry.captureException(error, { level: 'error', tags: err.sentryTags, contexts: { ...err.sentryContexts, queue: { name: queue.name }, }, }) }) } private async getUserFromJob(job: Job) { let user: Pick | undefined try { if (job.queue.name === 'sync-account' && 'accountId' in job.data) { const account = await this.prisma.account.findUniqueOrThrow({ where: { id: job.data.accountId }, include: { accountConnection: { include: { user: true } }, user: true, }, }) user = account.user ?? account.accountConnection?.user } if (job.queue.name === 'sync-account-connection' && 'accountConnectionId' in job.data) { const accountConnection = await this.prisma.accountConnection.findUniqueOrThrow({ where: { id: job.data.accountConnectionId }, include: { user: true, }, }) user = accountConnection.user } return user } catch (err) { // Gracefully return if no user identified successfully return null } } } ================================================ FILE: apps/workers/src/app/services/index.ts ================================================ export * from './worker-error.service' export * from './bull-queue-event-handler' ================================================ FILE: apps/workers/src/app/services/worker-error.service.ts ================================================ import type { Logger } from 'winston' import * as Sentry from '@sentry/node' import { ErrorUtil } from '@maybe-finance/server/shared' type WorkerErrorContext = { variant: 'unhandled'; error: unknown } export class WorkerErrorHandlerService { constructor(private readonly logger: Logger) {} async handleWorkersError(ctx: WorkerErrorContext) { const err = ErrorUtil.parseError(ctx.error) switch (ctx.variant) { case 'unhandled': this.logger.error(`[workers-unhandled] ${err.message}`, { error: err.metadata }) Sentry.captureException(ctx.error, { level: 'error', tags: err.sentryTags, contexts: err.sentryContexts, }) break default: return } } } ================================================ FILE: apps/workers/src/assets/.gitkeep ================================================ ================================================ FILE: apps/workers/src/env.ts ================================================ import { z } from 'zod' const envSchema = z.object({ NX_PORT: z.string().default('3334'), NX_DATABASE_URL: z.string(), NX_DATABASE_SECRET: z.string(), NX_TELLER_SIGNING_SECRET: z.string().default('REPLACE_THIS'), NX_TELLER_APP_ID: z.string().default('REPLACE_THIS'), NX_TELLER_ENV: z.string().default('sandbox'), NX_SENTRY_DSN: z.string().optional(), NX_SENTRY_ENV: z.string().optional(), NX_REDIS_URL: z.string().default('redis://localhost:6379'), NX_POLYGON_API_KEY: z.string().default(''), NX_POLYGON_TIER: z.string().default('basic'), NX_EMAIL_FROM_ADDRESS: z.string().default('account@maybe.co'), NX_EMAIL_REPLY_TO_ADDRESS: z.string().default('support@maybe.co'), NX_EMAIL_PROVIDER: z.string().optional(), NX_EMAIL_PROVIDER_API_TOKEN: z.string().optional(), NX_STRIPE_SECRET_KEY: z.string().default('sk_test_REPLACE_THIS'), NX_CDN_PRIVATE_BUCKET: z.string().default('REPLACE_THIS'), NX_CDN_PUBLIC_BUCKET: z.string().default('REPLACE_THIS'), STRIPE_API_KEY: z.string().optional(), }) const env = envSchema.parse(process.env) export default env ================================================ FILE: apps/workers/src/environments/environment.prod.ts ================================================ export const environment = { production: true, } ================================================ FILE: apps/workers/src/environments/environment.ts ================================================ export const environment = { production: false, } ================================================ FILE: apps/workers/src/main.ts ================================================ import express from 'express' import cors from 'cors' import * as Sentry from '@sentry/node' import * as SentryTracing from '@sentry/tracing' import { BullQueue } from '@maybe-finance/server/shared' import logger from './app/lib/logger' import prisma from './app/lib/prisma' import { accountConnectionProcessor, accountProcessor, institutionService, queueService, securityPricingProcessor, userProcessor, emailProcessor, workerErrorHandlerService, } from './app/lib/di' import env from './env' import { cleanUpOutdatedJobs } from './utils' // Defaults from quickstart - https://docs.sentry.io/platforms/node/ Sentry.init({ dsn: env.NX_SENTRY_DSN, environment: env.NX_SENTRY_ENV, maxValueLength: 8196, integrations: [ new Sentry.Integrations.Http({ tracing: true }), new SentryTracing.Integrations.Postgres(), new SentryTracing.Integrations.Prisma({ client: prisma }), ], tracesSampleRate: 1.0, }) const syncUserQueue = queueService.getQueue('sync-user') const syncConnectionQueue = queueService.getQueue('sync-account-connection') const syncAccountQueue = queueService.getQueue('sync-account') const syncSecurityQueue = queueService.getQueue('sync-security') const purgeUserQueue = queueService.getQueue('purge-user') const syncInstitutionQueue = queueService.getQueue('sync-institution') const sendEmailQueue = queueService.getQueue('send-email') syncUserQueue.process( 'sync-user', async (job) => { await userProcessor.sync(job.data) }, { concurrency: 4 } ) syncAccountQueue.process( 'sync-account', async (job) => { await accountProcessor.sync(job.data) }, { concurrency: 4 } ) /** * sync-account-connection queue */ syncConnectionQueue.process( 'sync-connection', async (job) => { await accountConnectionProcessor.sync(job.data, async (progress) => { try { await job.progress(progress) } catch (e) { logger.warn('Failed to update SYNC_CONNECTION job progress', job.data) } }) }, { concurrency: 4 } ) /** * sync-security queue */ syncSecurityQueue.process( 'sync-all-securities', async () => await securityPricingProcessor.syncAll() ) /** * sync-us-stock-ticker queue */ syncSecurityQueue.process( 'sync-us-stock-tickers', async () => await securityPricingProcessor.syncUSStockTickers() ) /** * purge-user queue */ purgeUserQueue.process( 'purge-user', async (job) => { await userProcessor.delete(job.data) }, { concurrency: 4 } ) /** * sync-all-securities queue */ // If no securities exist, sync them immediately // Otherwise, schedule the job to run every 24 hours // Use same jobID to prevent duplicates and rate limiting syncSecurityQueue.cancelJobs().then(() => { if (!env.NX_POLYGON_API_KEY) { logger.warn('No Polygon API key found, skipping adding jobs to queue') return } prisma.security .count({ where: { providerName: 'polygon', }, }) .then((count) => { // If no securities exist, sync them immediately except in development // In development, sync manually to avoid hot reloads causing rate issues if (count === 0 && process.env.NODE_ENV !== 'development') { syncSecurityQueue.add( 'sync-us-stock-tickers', {}, { delay: 15_000, removeOnFail: true, } ) } else { syncSecurityQueue.add( 'sync-us-stock-tickers', {}, { repeat: { cron: '0 */24 * * *' }, // Run every 24 hours jobId: Date.now().toString(), } ) } // Do not run if on the free tier (rate limits) if (env.NX_POLYGON_TIER !== 'basic') { syncSecurityQueue.add( 'sync-all-securities', {}, { repeat: { cron: '*/5 * * * *' }, // Run every 5 minutes jobId: Date.now().toString(), } ) } else if (env.NX_POLYGON_TIER === 'basic') { syncSecurityQueue.add( 'sync-all-securities', {}, { repeat: { cron: '* 3 * * *' }, // Run at 3am to avoid rate limits jobId: Date.now().toString(), } ) } }) }) /** * sync-institution queue */ syncInstitutionQueue.process( 'sync-teller-institutions', async () => await institutionService.sync('TELLER') ) syncInstitutionQueue.add( 'sync-teller-institutions', {}, { repeat: { cron: '0 */24 * * *' }, // Run every 24 hours jobId: Date.now().toString(), } ) /** * send-email queue */ sendEmailQueue.process('send-email', async (job) => await emailProcessor.send(job.data)) if (env.STRIPE_API_KEY) { sendEmailQueue.add( 'send-email', { type: 'trial-reminders' }, { repeat: { cron: '0 */12 * * *' } } // Run every 12 hours ) } // Fallback - usually triggered by errors not handled (or thrown) within the Bull event handlers (see above) process.on( 'uncaughtException', async (error) => await workerErrorHandlerService.handleWorkersError({ variant: 'unhandled', error }) ) // Fallback - usually triggered by errors not handled (or thrown) within the Bull event handlers (see above) process.on( 'unhandledRejection', async (error) => await workerErrorHandlerService.handleWorkersError({ variant: 'unhandled', error }) ) // Replace any jobs that have changed cron schedules and ensures only // one repeatable jobs for each type is running const queues = [syncSecurityQueue, syncInstitutionQueue] cleanUpOutdatedJobs(queues) const app = express() app.use(cors()) // Make sure that at least 1 of the queues is ready and Redis is connected properly app.get('/health', (_req, res, _next) => { syncConnectionQueue .isHealthy() .then((isHealthy) => { if (isHealthy) { res.status(200).json({ success: true, message: 'Queue is healthy' }) } else { res.status(500).json({ success: false, message: 'Queue is not healthy' }) } }) .catch((err) => { console.log(err) res.status(500).json({ success: false, message: 'Queue health check failed' }) }) }) const server = app.listen(env.NX_PORT, () => { logger.info(`Worker health server started on port ${env.NX_PORT}`) }) async function onShutdown() { logger.info('[shutdown.start]') await new Promise((resolve) => server.close(resolve)) // shutdown queues try { await Promise.allSettled( queueService.allQueues .filter((q): q is BullQueue => q instanceof BullQueue) .map((q) => q.queue.close()) ) } catch (error) { logger.error('[shutdown.error]', error) } finally { logger.info('[shutdown.complete]') process.exitCode = 0 } } process.on('SIGINT', onShutdown) process.on('SIGTERM', onShutdown) process.on('exit', (code) => logger.info(`[exit] code=${code}`)) logger.info(`🚀 worker started`) ================================================ FILE: apps/workers/src/utils.ts ================================================ import type { IQueue } from '@maybe-finance/server/shared' import type { JobInformation } from 'bull' export async function cleanUpOutdatedJobs(queues: IQueue[]) { for (const queue of queues) { const repeatedJobs = await queue.getRepeatableJobs() const outdatedJobs = filterOutdatedJobs(repeatedJobs) for (const job of outdatedJobs) { await queue.removeRepeatableByKey(job.key) } } } function filterOutdatedJobs(jobs: JobInformation[]) { const jobGroups = new Map() jobs.forEach((job) => { if (!jobGroups.has(job.name)) { jobGroups.set(job.name, []) } jobGroups.get(job.name).push(job) }) const mostRecentJobs = new Map() jobGroups.forEach((group, name) => { const mostRecentJob = group.reduce((mostRecent, current) => { if (current.id === null) return mostRecent const currentIdTime = current.id const mostRecentIdTime = mostRecent ? mostRecent.id : 0 return currentIdTime > mostRecentIdTime ? current : mostRecent }, null) if (mostRecentJob) { mostRecentJobs.set(name, mostRecentJob.id) } }) return jobs.filter((job: JobInformation) => { const mostRecentId = mostRecentJobs.get(job.name) return job.id === null || job.id !== mostRecentId }) } ================================================ FILE: apps/workers/tsconfig.app.json ================================================ { "extends": "./tsconfig.json", "compilerOptions": { "outDir": "../../dist/out-tsc", "module": "commonjs", "types": ["node"] }, "exclude": ["**/*.spec.ts", "**/*.test.ts", "**/*.test-helper.ts", "jest.config.ts"], "include": ["**/*.ts", "../../custom-express.d.ts"] } ================================================ FILE: apps/workers/tsconfig.json ================================================ { "extends": "../../tsconfig.base.json", "compilerOptions": { "esModuleInterop": true, "noImplicitAny": false, "strict": true, "strictNullChecks": true }, "files": [], "include": [], "references": [ { "path": "./tsconfig.app.json" }, { "path": "./tsconfig.spec.json" } ] } ================================================ FILE: apps/workers/tsconfig.spec.json ================================================ { "extends": "./tsconfig.json", "compilerOptions": { "outDir": "../../dist/out-tsc", "module": "commonjs", "types": ["jest", "node"] }, "include": [ "**/*.spec.ts", "**/*.test.ts", "**/*.d.ts", "**/*.test-helper.ts", "jest.config.ts" ] } ================================================ FILE: babel.config.json ================================================ { "babelrcRoots": ["*"] } ================================================ FILE: custom-express.d.ts ================================================ import express, { Send, Response, Request } from 'express' import { SharedType } from '@maybe-finance/shared' // Because this is a module, need to escape from module scope and enter global scope so declaration merging works correctly declare global { namespace Express { interface Request { // Add custom properties here (i.e. if props are defined with middleware) user?: User & SharedType.MaybeCustomClaims } interface Response { json(data: any): Send superjson(data: any): Send } } } ================================================ FILE: docker-compose.test.yml ================================================ --- version: '3.9' services: server: env_file: .env container_name: maybe-server profiles: [maybe] image: ghcr.io/maybe/maybe:main ports: - 3333 environment: NEXTAUTH_URL: &canonical https://maybe.example.com NX_NEXTAUTH_URL: *canonical NX_CLIENT_URL: *canonical NX_CLIENT_URL_CUSTOM: *canonical NEXT_PUBLIC_API_URL: &next_public_api_url https://maybe-server.example.com NX_API_URL: &nx_api_url https://maybe-server.example.com NX_REDIS_URL: &nx_redis_url redis://redis:6379 NODE_ENV: production client: env_file: .env container_name: maybe-client profiles: [maybe] image: ghcr.io/maybe/maybe-client:main ports: - 4200 environment: NEXTAUTH_URL: *canonical NX_NEXTAUTH_URL: *canonical NX_CLIENT_URL: *canonical NX_CLIENT_URL_CUSTOM: *canonical NEXT_PUBLIC_API_URL: *next_public_api_url NX_API_URL: *nx_api_url NX_REDIS_URL: *nx_redis_url NODE_ENV: production worker: env_file: .env container_name: maybe-worker profiles: [maybe] image: ghcr.io/maybe/maybe-worker:main ports: - 3334 environment: NEXTAUTH_URL: *canonical NX_NEXTAUTH_URL: *canonical NX_CLIENT_URL: *canonical NX_CLIENT_URL_CUSTOM: *canonical NEXT_PUBLIC_API_URL: *next_public_api_url NX_API_URL: *nx_api_url NX_REDIS_URL: *nx_redis_url NODE_ENV: production ================================================ FILE: docker-compose.yml ================================================ --- version: '3.9' services: postgres: container_name: postgres profiles: [services] image: timescale/timescaledb:latest-pg14 ports: - 5433:5432 environment: POSTGRES_USER: maybe POSTGRES_PASSWORD: maybe POSTGRES_DB: maybe_local volumes: - postgres_data:/var/lib/postgresql/data redis: container_name: redis profiles: [services] image: redis:6.2-alpine ports: - 6379:6379 command: 'redis-server --bind 0.0.0.0' ngrok: env_file: .env image: shkoliar/ngrok:latest profiles: [ngrok] container_name: ngrok ports: - 4551:4551 environment: - DOMAIN=${NGROK_DOMAIN:-host.docker.internal} - PORT=3333 - AUTH_TOKEN=${NGROK_AUTH_TOKEN} - DEBUG=true stripe: container_name: stripe image: stripe/stripe-cli:latest profiles: [stripe] command: listen --forward-to host.docker.internal:3333/v1/stripe/webhook --log-level warn extra_hosts: - 'host.docker.internal:host-gateway' environment: - STRIPE_API_KEY=${STRIPE_SECRET_KEY} tty: true volumes: postgres_data: ================================================ FILE: jest.config.ts ================================================ const { getJestProjects } = require('@nrwl/jest') export default { projects: getJestProjects(), } ================================================ FILE: jest.preset.js ================================================ const nxPreset = require('@nrwl/jest/preset').default module.exports = { ...nxPreset } ================================================ FILE: libs/.gitkeep ================================================ ================================================ FILE: libs/client/features/.babelrc ================================================ { "presets": [ [ "@nrwl/react/babel", { "runtime": "automatic", "useBuiltIns": "usage" } ] ], "plugins": [] } ================================================ FILE: libs/client/features/.eslintrc.json ================================================ { "extends": ["plugin:@nrwl/nx/react", "../../../.eslintrc.json"], "ignorePatterns": ["!**/*"], "overrides": [ { "files": ["*.ts", "*.tsx", "*.js", "*.jsx"], "rules": {} }, { "files": ["*.ts", "*.tsx"], "rules": {} }, { "files": ["*.js", "*.jsx"], "rules": {} } ] } ================================================ FILE: libs/client/features/jest.config.ts ================================================ /* eslint-disable */ export default { displayName: 'client-features', preset: '../../../jest.preset.js', transform: { '^.+\\.[tj]sx?$': ['babel-jest', { presets: ['@nrwl/react/babel'] }], }, moduleFileExtensions: ['ts', 'tsx', 'js', 'jsx'], coverageDirectory: '../../../coverage/libs/client/features', } ================================================ FILE: libs/client/features/src/account/AccountMenu.tsx ================================================ import type { SharedType } from '@maybe-finance/shared' import { useAccountContext } from '@maybe-finance/client/shared' import { Menu } from '@maybe-finance/design-system' import { RiDeleteBin5Line, RiPencilLine } from 'react-icons/ri' import { useRouter } from 'next/router' type Props = { account?: SharedType.AccountDetail } export function AccountMenu({ account }: Props) { const { editAccount, deleteAccount } = useAccountContext() const router = useRouter() if (!account) return null return ( } onClick={() => editAccount(account)}> Edit {!account.accountConnectionId && ( } destructive onClick={() => deleteAccount(account, () => router.push('/'))} > Delete )} ) } ================================================ FILE: libs/client/features/src/account/AccountsSidebar.tsx ================================================ import type { AccordionRowProps } from '@maybe-finance/design-system' import type { SharedType } from '@maybe-finance/shared' import { useCallback, useMemo } from 'react' import { RiAlertLine, RiCloseFill, RiInformationLine as InfoIcon, RiInformationLine, } from 'react-icons/ri' import { AnimatePresence, motion } from 'framer-motion' import { AccordionRow, LoadingPlaceholder, TrendLine } from '@maybe-finance/design-system' import classNames from 'classnames' import type DecimalJS from 'decimal.js' import { AiOutlineExclamationCircle } from 'react-icons/ai' import { useAccountApi, useQueryParam, useUserAccountContext, useProviderStatus, useAccountContext, useLocalStorage, } from '@maybe-finance/client/shared' import { NumberUtil } from '@maybe-finance/shared' function SidebarAccountsLoader() { return (
{Array(6) .fill(0) .map((_, idx) => { return (
) })}
) } export default function AccountsSidebar() { const { useAccountRollup } = useAccountApi() const activeAccountId = useQueryParam('accountId', 'number') const providerStatus = useProviderStatus() const { someConnectionsSyncing, someAccountsSyncing, connectionsSyncing, syncProgress } = useUserAccountContext() const { dateRange } = useAccountContext() const connectionsStatus = useMemo( () => ({ syncing: someAccountsSyncing || someConnectionsSyncing, pending: connectionsSyncing.filter((connection) => connection.syncStatus === 'PENDING') .length > 0, }), [someAccountsSyncing, someConnectionsSyncing, connectionsSyncing] ) const { error, data } = useAccountRollup(dateRange) const isLoading = useMemo(() => { if (error) { return false } if (!connectionsStatus.syncing && data) { return false } // If any connection is syncing and there are > 1 accounts, show the accounts if (connectionsStatus.syncing && data && data.length > 0) { return false } return true }, [data, error, connectionsStatus]) const [toggleState, setToggleState] = useLocalStorage<{ [key: string]: boolean }>( 'ACCOUNTS_LIST_TOGGLE_STATE', {} ) const updateToggleState = useCallback( (key: string, isExpanded: boolean) => { setToggleState({ ...toggleState, [key]: isExpanded, }) }, [toggleState, setToggleState] ) if (error) { return (

Unable to load accounts

) } if (!isLoading && (!data || !data.length)) { return (

No accounts found

) } return (
{syncProgress && ( {syncProgress.description}...
{syncProgress.progress ? ( ) : ( )}
)} {providerStatus.statusMessage && (
{providerStatus.isCollapsed ? ( <>

Data provider service disruption

providerStatus.expand()}> ) : ( <>

{providerStatus.statusMessage}

providerStatus.dismiss()}> )}
)} {isLoading || !data ? ( ) : ( data.map(({ key: classification, title, balances, items }) => ( updateToggleState(title, isExpanded)} expanded={toggleState[title] !== false} syncing={items.some(({ items }) => items.some((a) => a.syncing))} > {items.map(({ key: category, title, balances, items }) => ( updateToggleState(`${title}-${classification}`, isExpanded) } expanded={toggleState[title] !== false} level={1} syncing={items.some((a) => a.syncing)} > {items.map(({ id, name, mask, connection, balances, syncing }) => ( ))} ))} )) )}
) } function AccountsSidebarRow({ label, level = 0, balances, institutionName, accountMask, inverted = false, syncing = false, active = false, url, ...rest }: AccordionRowProps & { label: string balances: { date: string; balance: SharedType.Decimal }[] institutionName?: string | null accountMask?: string | null inverted?: boolean syncing?: boolean active?: boolean url?: string }) { const startBalance = balances[0].balance const endBalance = balances[balances.length - 1].balance const percentChange = NumberUtil.calculatePercentChange(startBalance, endBalance) let isPositive = balances.length > 1 && (endBalance as DecimalJS).gt(startBalance as DecimalJS) if (inverted) isPositive = !isPositive const overlayClassName = ['!bg-gray-400', '!bg-gray-600', '!bg-gray-700'][level] // Hide flat lines or inifite const hasValidValue = !percentChange.isZero() && percentChange.isFinite() return (

{label}

{(institutionName || accountMask) && (
{institutionName && ( {institutionName} )} {accountMask && (  ···· {accountMask} )}
)}
{balances.length && (
{syncing ? '$X,XXX,XXX' : NumberUtil.format(endBalance, 'currency', { minimumFractionDigits: 0, maximumFractionDigits: 0, })}
{(balances.length > 1 || syncing) && hasValidValue && (
{!syncing && (
({ key: date, value: balance.toNumber(), }))} />
)} {syncing ? '+XXX%' : NumberUtil.format(percentChange, 'percent')}
)}
)} } /> ) } ================================================ FILE: libs/client/features/src/account/PageTitle.tsx ================================================ import type { SharedType } from '@maybe-finance/shared' import { SmallDecimals, TrendBadge } from '@maybe-finance/client/shared' import { LoadingPlaceholder } from '@maybe-finance/design-system' type Props = { isLoading: boolean title?: string value?: string trend?: SharedType.Trend trendLabel?: string trendNegative?: boolean } export function PageTitle({ isLoading, title, value, trend, trendLabel, trendNegative }: Props) { return (
Placeholder Title} > {title &&

{title}

} } >

} > {trend && ( )}
) } ================================================ FILE: libs/client/features/src/account/index.ts ================================================ export * from './AccountMenu' export { default as AccountSidebar } from './AccountsSidebar' export * from './PageTitle' ================================================ FILE: libs/client/features/src/accounts-list/Account.tsx ================================================ import type { SharedType } from '@maybe-finance/shared' import cn from 'classnames' import { Button, Menu, Toggle, Tooltip } from '@maybe-finance/design-system' import { useAccountApi, useAccountContext } from '@maybe-finance/client/shared' import { NumberUtil, AccountUtil } from '@maybe-finance/shared' import { DateTime } from 'luxon' import { useCallback, useEffect, useMemo, useState } from 'react' import debounce from 'lodash/debounce' type AccountProps = { account: SharedType.Account readonly?: boolean onEdit?(): void editLabel?: string canDelete?: boolean showAccountDescription?: boolean } export default function Account({ account, readonly = false, onEdit, editLabel = 'Edit', canDelete = false, showAccountDescription = true, }: AccountProps) { const { useSyncAccount, useAccountBalances } = useAccountApi() const { deleteAccount } = useAccountContext() const syncAccount = useSyncAccount() const accountBalancesQuery = useAccountBalances({ id: account.id, start: DateTime.now().toISODate(), end: DateTime.now().toISODate(), }) let accountTypeName = AccountUtil.getAccountTypeName(account.category, account.subcategory) accountTypeName = accountTypeName ? accountTypeName.charAt(0).toUpperCase() + accountTypeName.slice(1) : null const renderAccountDescription = () => { if (!showAccountDescription) return null if (!accountTypeName && !account.mask) return null return (
{accountTypeName ?? 'Account'} {account.mask && <> ending in ···· {account.mask}}
) } return (
  • {account.name}
    {renderAccountDescription()}
    {onEdit && ( )} {canDelete && ( )} {process.env.NODE_ENV === 'development' && ( syncAccount.mutate(account.id)} > Sync )}
    {accountBalancesQuery.data ? ( {NumberUtil.format(accountBalancesQuery.data.today?.balance, 'currency')} ) : ( ... )}
    • ) } function AccountToggle({ account, disabled, }: { account: SharedType.Account disabled: boolean }): JSX.Element { const { useUpdateAccount } = useAccountApi() const { mutateAsync } = useUpdateAccount() const [isActive, setIsActive] = useState(account.isActive) useEffect(() => setIsActive(account.isActive), [account.isActive]) const debouncedMutate = useMemo( () => debounce(async (checked: boolean) => { try { await mutateAsync({ id: account.id, data: { data: { isActive: checked } }, }) } catch (e) { setIsActive(!checked) } }, 500), [mutateAsync, account.id] ) const onChange = useCallback( (checked: boolean) => { setIsActive(checked) debouncedMutate(checked) }, [debouncedMutate] ) return ( ) } ================================================ FILE: libs/client/features/src/accounts-list/AccountDevTools.tsx ================================================ import Link from 'next/link' import { useState } from 'react' import { useAccountConnectionApi, useInstitutionApi, useSecurityApi, useUserApi, } from '@maybe-finance/client/shared' import { Button, Input, Dialog } from '@maybe-finance/design-system' import { type SubmitHandler, useForm } from 'react-hook-form' import { toast } from 'react-hot-toast' export function AccountDevTools() { const [open, setOpen] = useState(false) const { useDeleteAllConnections } = useAccountConnectionApi() const { useSyncInstitutions, useDeduplicateInstitutions } = useInstitutionApi() const { useSyncUSStockTickers, useSyncSecurityPricing } = useSecurityApi() const deleteAllConnections = useDeleteAllConnections() const syncInstitutions = useSyncInstitutions() const deduplicateInstitutions = useDeduplicateInstitutions() const syncUSStockTickers = useSyncUSStockTickers() const syncSecurityPricing = useSyncSecurityPricing() return process.env.NODE_ENV === 'development' ? (
    Dev Tools

    This section along with anything in red text will NOT show in production and are solely for making testing easier.

    Actions:

    BullMQ Dashboard
    setOpen(false)}> Send test email
    ) : null } export default AccountDevTools type TestEmailFormProps = { setOpen: (open: boolean) => void } type EmailFormFields = { recipient: string subject: string body: string } function TestEmailForm({ setOpen }: TestEmailFormProps) { const { register, handleSubmit } = useForm() const { useSendTestEmail, useAuthProfile } = useUserApi() const sendTestEmail = useSendTestEmail() const authUser = useAuthProfile() const onSubmit: SubmitHandler = (data) => { if (authUser.data?.email !== data.recipient) { toast.error('You can only send test emails to yourself.') return } sendTestEmail.mutate(data) setOpen(false) } return (