Perfin

A personal accounting desktop app to track your finances using an approachable interface and interoperable file formats for maximum compatibility.

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About Perfin

Perfin is a desktop app built with Java 21 and JavaFX. It's intended to be used by individuals to track their finances across multiple accounts (savings, checking, credit, etc.).

Because the app lives and works entirely on your local computer, you can rest assured that your data remains completely private.

Release Procedure

Platform-specific package installers are generated automatically via GitHub Actions (see .github/workflows/make-release.yaml), which is triggered by a new tag being pushed to the main branch. Follow these steps to push a release:

1. Run java scripts/SetVersion.java 1.2.3 (replacing 1.2.3 with the new version number) to set the version everywhere that it needs to be.
2. Add a tag to the main branch with git tag v1.2.3.
3. Push the tag to GitHub with git push origin v1.2.3.

Once that's done, the workflow will start, and you should see a release appear in the next few minutes.

Migration Procedure

Because this application relies on a structured relational database schema, changes to the schema must be handled with care to avoid destroying users' data. Specifically, when changes are made to the schema, a migration must be defined which provides instructions for Perfin to safely apply changes to an old schema.

The database schema is versioned using whole-number versions (1, 2, 3, ...), and a migration is defined for each transition from version to version, such that any older version can be incrementally upgraded, step by step, to the latest schema version.

Perfin only supports the latest schema version, as defined by JdbcDataSourceFactory.SCHEMA_VERSION. When the app loads a profile, it'll check that profile's schema version by reading a .jdbc-schema-version.txt file in the profile's main directory. If the profile's schema version is less than the current, Perfin will ask the user if they want to upgrade. If the profile's schema version is greater than the current, Perfin will tell the user that it can't load a schema from a newer version, and will prompt the user to upgrade.

Writing a Migration

1. Write your migration. This can be plain SQL (placed in resources/sql/migration), or Java code.
2. Add your migration to com.andrewlalis.perfin.data.impl.migration.Migrations#getMigrations().
3. Increment the schema version defined in JdbcDataSourceFactory.
4. Test the migration yourself on a profile with data.