pirtim / sofit

The Sofit web application enables greater transparency and diaglogue around financial transactions. Account holders can provide fine grained 3rd party access to their accounts. Account holders and external users can tag and comment on transactions.

ABOUT

The Sofit application demonstrates some of the social aims behind the Open Bank Project:

1. Sliding scale of privacy and disclosure. e.g. Use aliases to protect real names but still show the flow of money .
2. Different views on account data (Public / Share holders / Team etc.) e.g. hide balances on public view.
3. Comment on transactions
4. Add other meta data e.g. tags / images to transactions / payees.

LICENSE

This project is licensed under the AGPL V3 (see NOTICE) and a commercial license from TESOBE.

SETUP

The project is using sbt or Maven 2 as a build tool. See build.scala or pom.xml respectively for the dependencies.

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To compile and run jetty, cd into the root directory (where this file is) and run:

$ sbt ...

compile ~;container:start; container:reload /

(Note that you first have to start sbt and then on its console start jetty with the container:start task, otherwise it will exit immediately. More here: https://github.com/siasia/xsbt-web-plugin/wiki)

In OS X, sbt can be installed with $ sudo port install sbt

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Alternatively, maven can also be used:

mvn jetty:run

Note: You may need to add the pluginGroup to the $HOME/.m2/settings.xml

... org.mortbay.jetty ...

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Ubuntu

If you use Ubuntu (or a derivate) and encrypted home directories (e.g. you have ~/.Private), you might run into the following error when the project is built:

uncaught exception during compilation: java.io.IOException
[ERROR] File name too long
[ERROR] two errors found
[DEBUG] Compilation failed (CompilerInterface)

The current workaround is to move the project directory onto a different partition, e.g. under /opt/ .

PROPS FILE

There is a props file template provided at src/main/resources/props/sample.props.template. It needs to be renamed and modified in order for the application to work.

1. Renaming:

The sample.props.template file must be renamed for Lift to find it (https://www.assembla.com/wiki/show/liftweb/Properties). Renaming it to default.props should be the easiest way to get started.

2. Filling in values:

transloadit.authkey transloadit.addImageTemplate

The Sofit app uses transloadit.com to process uploaded images. If these are not filling in, users will not be able to add images to individual transactions.

transloadit.authkey can be obtained by registering at transloadit.com transloadit.addImageTemplate can be obtained by creating a template at transloadit. A sample template which resizes images to 250px width is :

{ "steps": { "resize_to_250": { "robot": "/image/resize", "width": 250, "zoom": false } } }

base_url

The base_url is used to calculate the callback url to give to the Open Bank Project API server. This should just be the base url used to access the social finance application. So if you're running a copy of the Sofit application at sofit.example.com over https, on the standard port, it would be "https://sofit.example.com". An example value for local development could be: http://127.0.0.1:8080 (as 8080 is the default Lift development port)

api_hostname

The api_hostname should be the base url of the Open Bank Project API. For example, https://api.openbankproject.com/api

obp_consumer_key obp_secret_key

The keys are obtained by registering as a developer on the Open Bank Project API server located at "api_hostname".

All in all, a props file could look something like:

transloadit.authkey=89hs8fho98fsho8hsf48sfo98sh transloadit.addImageTemplate=s9fe8sh8h4sof98hf84s8fs48f4 api_hostname=https://api.openbankproject.com/api obp_consumer_key=uodsifnodsfifdsliufdsliufdsfdsfsdfsx obp_secret_key=iuesbfiyvglxzgifg7eisgei7fglesfi base_url=http://localhost:8080