Fiscal Clone 3.0

Turbopack-first rebuild of a fiscal.ai-style terminal with Vercel AI SDK integration.

Stack

  • Next.js 16 App Router
  • Bun runtime/tooling
  • Elysia route layer mounted in Next Route Handlers
  • Turbopack for dev and build
  • Better Auth (email/password + magic link)
  • Drizzle ORM (SQLite) + Better Auth Drizzle adapter
  • Internal API routes via Elysia app module (lib/server/api/app.ts)
  • Eden Treaty for type-safe frontend API calls
  • Workflow DevKit Local World for background task execution
  • SQLite-backed domain storage (watchlist, holdings, filings, tasks, insights)
  • Vercel AI SDK (ai) with dual-model routing:
    • Ollama (@ai-sdk/openai) for lightweight filing extraction/parsing
    • Zhipu (zhipu-ai-provider) for heavyweight narrative reports (https://api.z.ai/api/coding/paas/v4)

Run locally

bun install
bun run db:generate
bun run db:migrate
bun run dev

Open http://localhost:3000.

The default database path is data/fiscal.sqlite via DATABASE_URL=file:data/fiscal.sqlite.

Production build

bun run db:migrate
bun run build
bun run start

Docker deployment

cp .env.example .env
docker compose up --build -d

For local Docker, host port mapping comes from docker-compose.override.yml (default http://localhost:3000 via APP_PORT). The app calls Zhipu directly via AI SDK for heavy reports and calls Ollama for lightweight filing extraction. When running in Docker and Ollama runs on the host, set OLLAMA_BASE_URL=http://host.docker.internal:11434. Zhipu always targets the Coding API endpoint (https://api.z.ai/api/coding/paas/v4). On container startup, the app applies Drizzle migrations automatically before launching Next.js. The app stores SQLite data in Docker volume fiscal_sqlite_data (mounted to /app/data) and workflow local data in fiscal_workflow_data (mounted to /app/.workflow-data).

Workflow Local World uses filesystem state plus an in-memory queue. On container restart, queued in-flight jobs may be lost.

Docker images use Bun (oven/bun:1.3.5-alpine) for build and runtime.

Coolify deployment

This compose setup is compatible with Coolify as-is (it uses named Docker volumes, not host bind mounts).

Required environment variables in Coolify:

  • DATABASE_URL=file:/app/data/fiscal.sqlite
  • BETTER_AUTH_SECRET=<long-random-secret>
  • BETTER_AUTH_BASE_URL=https://fiscal.b11studio.xyz
  • BETTER_AUTH_TRUSTED_ORIGINS=https://fiscal.b11studio.xyz
  • WORKFLOW_TARGET_WORLD=local
  • Optional: WORKFLOW_LOCAL_DATA_DIR=/app/.workflow-data

Operational constraints for Coolify:

  • Keep this service to a single instance/replica. SQLite is file-based and not appropriate for multi-replica shared-write deployments.
  • Ensure the two named volumes are persisted (fiscal_sqlite_data, fiscal_workflow_data).
  • Workflow Local queueing is in-memory; in-flight queued jobs may be lost on restarts.
  • Docker build forces WORKFLOW_TARGET_WORLD=local to avoid stale Coolify build args referencing @workflow/world-postgres.
  • Runtime Compose config also pins WORKFLOW_TARGET_WORLD=local for the same reason.

Environment

Use root .env or root .env.local:

# leave blank for same-origin API
NEXT_PUBLIC_API_URL=
DATABASE_URL=file:data/fiscal.sqlite
BETTER_AUTH_SECRET=replace-with-a-long-random-secret
BETTER_AUTH_BASE_URL=https://fiscal.b11studio.xyz
BETTER_AUTH_TRUSTED_ORIGINS=https://fiscal.b11studio.xyz

ZHIPU_API_KEY=
ZHIPU_MODEL=glm-4.7-flashx
# optional generation tuning
AI_TEMPERATURE=0.2

OLLAMA_BASE_URL=http://127.0.0.1:11434
OLLAMA_MODEL=qwen3:8b
OLLAMA_API_KEY=ollama
SEC_USER_AGENT=Fiscal Clone <support@fiscal.local>

WORKFLOW_TARGET_WORLD=local
WORKFLOW_LOCAL_DATA_DIR=.workflow-data
WORKFLOW_LOCAL_QUEUE_CONCURRENCY=100

If ZHIPU_API_KEY is unset, the app uses local fallback analysis so task workflows still run. If Ollama is unavailable, filing extraction falls back to deterministic metadata-based extraction and still proceeds to heavy report generation. ZHIPU_BASE_URL is deprecated and ignored; runtime always uses https://api.z.ai/api/coding/paas/v4.

API surface

All endpoints below are defined in Elysia at lib/server/api/app.ts and exposed via app/api/[[...slugs]]/route.ts.

  • ALL /api/auth/* (Better Auth handler)
  • GET /api/health
  • GET /api/me
  • GET|POST /api/watchlist
  • DELETE /api/watchlist/:id
  • GET|POST /api/portfolio/holdings
  • PATCH|DELETE /api/portfolio/holdings/:id
  • GET /api/portfolio/summary
  • POST /api/portfolio/refresh-prices
  • POST /api/portfolio/insights/generate
  • GET /api/portfolio/insights/latest
  • GET /api/filings
  • POST /api/filings/sync
  • POST /api/filings/:accessionNumber/analyze
  • GET /api/tasks
  • GET /api/tasks/:taskId
Description
Fiscal.ai clone - Financial filings and portfolio analytics
Readme 4.8 MiB
Languages
TypeScript 72.7%
Rust 26.8%
CSS 0.3%
Dockerfile 0.1%