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simbarag/Makefile
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ryan 8f02318542 Mirror YNAB budget into Postgres with delta sync and change log
YNAB has no event feed, so keep a local copy in ynab_* tables synced via
server_knowledge delta requests: full download on first run, deltas every
YNAB_SYNC_INTERVAL seconds and on demand before each tool call, full
resync daily. Each sync diffs against the mirror and appends real edits
(transactions, assignments, renames) to ynab_changes, the edit history
YNAB doesn't keep.

Agent YNAB tools now answer from the mirror: budget summary (spending
computed from transactions, since YNAB's month activity nets in credit
card payment categories), account balances, transaction search with
splits expanded, spending reports by category/payee/account/month,
category budget, and recent changes. Adds an admin-only read-only
ynab_sql tool guarded by a sqlglot allowlist (scope-resolved tables, no
dangerous functions), a READ ONLY transaction, a timeout, and a row cap.

Replaces utils/ynab_service.py and drops the unused ynab SDK.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-12 17:32:38 -04:00

80 lines
2.1 KiB
Makefile

.PHONY: deploy redeploy build up down restart logs migrate migrate-new migrate-history frontend test test-cov reindex reindex-obsidian ynab-sync ynab-resync
# Blue-green: detect the running color (default blue when nothing is running)
ACTIVE_COLOR := $(shell docker compose ps --status running --services 2>/dev/null | grep -oE 'raggr-(blue|green)' | head -1 | cut -d- -f2)
ifeq ($(ACTIVE_COLOR),)
ACTIVE_COLOR := blue
endif
RAGGR := raggr-$(ACTIVE_COLOR)
# Both profiles enabled for commands that only touch existing containers
# (never use this with `up`, which would start both colors)
COMPOSE := docker compose --profile blue --profile green
# Build and deploy
deploy: build up
# Zero-downtime blue-green swap (see scripts/deploy.sh)
redeploy:
git pull && ./scripts/deploy.sh
build:
docker compose --profile $(ACTIVE_COLOR) build $(RAGGR)
up:
docker compose --profile $(ACTIVE_COLOR) up -d
down:
$(COMPOSE) down
restart:
$(COMPOSE) restart $(RAGGR)
logs:
$(COMPOSE) logs -f $(RAGGR)
# Vector store reindexing
reindex:
$(COMPOSE) exec $(RAGGR) python -c "\
import asyncio; \
from blueprints.rag.logic import delete_all_documents, index_documents, index_obsidian_documents; \
delete_all_documents(); \
asyncio.run(index_documents()); \
asyncio.run(index_obsidian_documents()); \
print('Reindex complete')"
reindex-obsidian:
$(COMPOSE) exec $(RAGGR) python -c "\
import asyncio; \
from blueprints.rag.logic import delete_documents_by_metadata, index_obsidian_documents; \
delete_documents_by_metadata('source', 'obsidian'); \
asyncio.run(index_obsidian_documents()); \
print('Obsidian reindex complete')"
# YNAB mirror: delta sync, or full re-download
ynab-sync:
$(COMPOSE) exec $(RAGGR) python -m blueprints.ynab
ynab-resync:
$(COMPOSE) exec $(RAGGR) python -m blueprints.ynab --full
# Database migrations
migrate:
$(COMPOSE) exec $(RAGGR) aerich upgrade
migrate-new:
@./scripts/migrate-new.sh
migrate-history:
$(COMPOSE) exec $(RAGGR) aerich history
# Tests
test:
pytest tests/ -v
test-cov:
pytest tests/ -v --cov
# Frontend
frontend:
cd raggr-frontend && yarn install && yarn build