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Import bank statements with rule-based categorization.

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Effective Website

This is a rails starter website that uses most of the effective_* gems.

Rails 5.1

Version 1.2

Getting Started

  • Clone this repo (or use suggested git workflow below).

  • Create a config/database.yml.

  • Create a ~/.env

  • bundle

  • bundle exec rake db:create db:migrate db:seed

  • rails server

  • Search the entire project for 'example' and fill in your site specifics.

  • Good luck!

Suggested git workflow

When starting a new site, create a new empty git repo, origin. Then add effective_website as a second remote.

Pull the initial code, one time, from effective_website/master and from there on, push all changes to origin/master or develop.

Do not push to effective_website/master.

mkdir new_website
cd new_website
git init .
git remote add origin [email protected]:username/my_empty_repo.git
git remote add effective_website [email protected]:code-and-effect/effective_website.git
git pull effective_website master
git push origin master

Push all changes to origin master.

This workflow provides the normal origin/master, while maintaining the ability to pull in changes from effective_website/master if ever desired.

menus

To change the main menu, you can use the full screen editor. Or:

Edit lib/tasks/generate/effective_menus.rake and then run rake generate:effective_menus

License

MIT License. Copyright Code and Effect Inc.

Testing

rake test
rake test:bot

Contributing

  1. Fork it
  2. Create your feature branch (git checkout -b my-new-feature)
  3. Commit your changes (git commit -am 'Add some feature')
  4. Push to the branch (git push origin my-new-feature)
  5. Bonus points for test coverage
  6. Create new Pull Request

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Import bank statements with rule-based categorization.

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