Finance

Finance local development

1. Start PostgreSQL using the repository Docker Compose workflow. 2. Copy `.env.example` to `.env` and configure the existing development administrator. 3. Run `pnpm install`, `pnp

Use this when...

Use this when changing, testing, or deploying the system.

  1. Start PostgreSQL using the repository Docker Compose workflow.
  2. Copy .env.example to .env and configure the existing development administrator.
  3. Run pnpm install, pnpm db:migrate, and pnpm db:seed.
  4. Run pnpm dev; dashboard is http://localhost:3000 and docs are http://localhost:3001.

Finance sample records are opt-in. Set SEED_CRM_SAMPLE_DATA=true, SEED_AUDIT_SAMPLE_DATA=true, SEED_QUOTE_SAMPLE_DATA=true, and SEED_FINANCE_SAMPLE_DATA=true outside production, then run pnpm db:seed. The seed is idempotent and creates an invoice, confirmed payment, issued receipt, paid expense, and two schedule rows.

No external finance credential is required or supported.

Developer Details
Source
apps/docs/content/finance/local-development.md
Owner
Module Owner
Status
Current
Module
Finance
Related route
/finance