accounted/SELF-HOSTING.md

Self-Hosting gnubok

This guide walks you through deploying gnubok on your own infrastructure using Docker.

Prerequisites

• Docker and Docker Compose v2+
• A Supabase project (free tier works — create one at supabase.com)

1. Create a Supabase Project

1. Go to supabase.com and create a new project.
2. Note these values from Settings > API:
   • Project URL (e.g., https://abcdefgh.supabase.co)
   • anon public key
   • service_role secret key

2. Configure Supabase Auth

In the Supabase dashboard under Authentication > URL Configuration:

1. Set Site URL to your deployment URL (e.g., https://gnubok.example.com).
2. Add https://gnubok.example.com/auth/callback to the Redirect URLs allowlist.

gnubok uses email + password authentication with magic link as a fallback. The default Supabase email auth settings work out of the box. For production, configure a custom SMTP provider under Authentication > SMTP Settings to avoid Supabase's built-in rate limits.

MFA (two-factor authentication via TOTP) is not enforced for self-hosted deployments — the Docker image sets NEXT_PUBLIC_SELF_HOSTED=true by default, which disables MFA enforcement. Users can still optionally enable 2FA in Settings > Säkerhet if they wish.

3. Apply Database Migrations

The supabase/migrations/ directory contains 63 ordered SQL files that set up the full schema, including tables, RLS policies, triggers, and functions.

Option A — Supabase CLI (recommended):

# Install the Supabase CLI
npm install -g supabase

# Link to your project
supabase link --project-ref <your-project-ref>

# Push all migrations
supabase db push

Option B — SQL Editor:

Run each file in supabase/migrations/ in order in the Supabase SQL Editor. They must be applied sequentially — later migrations depend on earlier ones.

PostgreSQL Extensions

The migrations automatically enable these extensions:

Extension	Migration	Purpose
uuid-ossp	001	UUID generation
vector (pgvector)	033	AI embedding storage (for AI extensions)
btree_gist	042	Fiscal period overlap prevention
pg_cron	048	In-database scheduled jobs

These are all available on Supabase hosted. pg_cron requires a paid plan — if you are on the free tier, migration 048 will fail. You can safely skip it; the cron sidecar container handles the equivalent job via HTTP instead.

4. Configure Environment

Option A — Setup script (recommended):

git clone https://github.com/erp-mafia/gnubok.git
cd gnubok
./setup.sh

The script checks prerequisites, prompts for your Supabase credentials, auto-generates CRON_SECRET, and writes everything to .env.

Option B — Manual:

git clone https://github.com/erp-mafia/gnubok.git
cd gnubok
cp .env.docker.example .env

Edit .env with your values:

# ─── Required ───
NEXT_PUBLIC_SUPABASE_URL=https://your-project.supabase.co
NEXT_PUBLIC_SUPABASE_ANON_KEY=your-anon-key
SUPABASE_SERVICE_ROLE_KEY=your-service-role-key
NEXT_PUBLIC_APP_URL=https://your-domain.com
CRON_SECRET=<generate with: openssl rand -hex 32>

NEXT_PUBLIC_APP_URL must match your public-facing URL. It is used in invoice reminder emails, calendar feed links, and PSD2 callbacks. If left as a placeholder, links will be broken.

5. Start the Application

docker compose up -d

This starts two containers:

Container	Purpose
app	Next.js application (ghcr.io/erp-mafia/gnubok:latest)
cron	Scheduled jobs via supercronic

The cron container waits for the app health check to pass before starting.

Verify the deployment:

curl http://localhost:3000/api/health
# {"status":"healthy","timestamp":"...","version":"1.0.0"}

Note: The health check queries the database, so migrations must be applied before it returns healthy.

Building from Source

To build the Docker image locally instead of pulling from GHCR:

docker compose -f docker-compose.yml -f docker-compose.build.yml up --build

Custom Port

Set PORT in your .env or environment to change the host port (the container always listens on 3000 internally):

PORT=8080 docker compose up -d

6. First Login

1. Open your deployment URL in a browser.
2. Click "Skapa konto" (Create account) and register with email + password.
3. Check your email and click the confirmation link.
4. Complete the 5-step onboarding wizard:
   • Step 1: Choose entity type (enskild firma or aktiebolag)
   • Step 2: Company name and org number
   • Step 3: Fiscal year, VAT registration, accounting method
   • Step 4: Preliminary tax amount (optional, skip if unsure)
   • Step 5: Bank details for invoices (optional)

There is no admin account or invite system — any email address can sign up. You can also use the magic link option on the login page if preferred.

Scheduled Jobs

The cron sidecar runs these jobs automatically:

Schedule (UTC)	Endpoint	Purpose
Daily 06:00	/api/deadlines/status/cron	Update deadline statuses
Daily 08:00	/api/invoices/reminders/cron	Send overdue invoice reminders
Yearly Jan 2	/api/tax-deadlines/cron	Generate tax deadlines for the new year
Sundays 03:00	/api/documents/verify/cron	SHA-256 integrity check on document archive

All cron endpoints are authenticated with Authorization: Bearer <CRON_SECRET>. The cron container calls the app over the internal Docker network (http://app:3000), so these endpoints are not exposed publicly.

Additionally, migration 048 schedules a pg_cron job inside the database that marks overdue supplier invoices daily at 06:00 UTC.

Optional Features

AI Features

The self-hosted Docker image includes these AI-powered extensions: receipt OCR, AI categorization, AI chat, and invoice inbox. To enable them, add API keys to your .env:

ANTHROPIC_API_KEY=sk-ant-...    # Required for all AI features
OPENAI_API_KEY=sk-...           # Required for embedding-based features (categorization, chat)

Each user must individually grant AI consent in the UI before AI features activate (per GDPR requirements).

AI chat knowledge base (optional): The AI chat can answer Swedish tax and accounting questions using a RAG knowledge base. To populate it, create dev_docs/ai_knowledge_base/ with markdown files and run:

npx tsx extensions/general/ai-chat/ingestion/ingest.ts

Booking template embeddings (optional): For AI-powered transaction categorization suggestions, seed the template embeddings by calling:

curl -X POST -H "Authorization: Bearer $CRON_SECRET" \
  https://your-domain.com/api/admin/seed-template-embeddings

Email (Invoice Sending and Reminders)

RESEND_API_KEY=re_...
RESEND_FROM_EMAIL=noreply@your-domain.com

Requires a Resend account with a verified sender domain. Without this, invoices can still be generated as PDFs but cannot be emailed.

Push Notifications

NEXT_PUBLIC_VAPID_PUBLIC_KEY=...
VAPID_PRIVATE_KEY=...
VAPID_SUBJECT=mailto:you@example.com

Generate VAPID keys with npx web-push generate-vapid-keys. Push notifications require HTTPS.

Error Tracking (Sentry)

SENTRY_DSN=https://...@sentry.io/...
NEXT_PUBLIC_SENTRY_DSN=https://...@sentry.io/...

Sentry is disabled if these are not set. No errors are thrown.

Storage Buckets

Migration 024 automatically creates the documents storage bucket (private, 50 MB limit, WORM — no update/delete).

If you enable the receipt-ocr extension, you must manually create a receipts storage bucket in the Supabase dashboard:

1. Go to Storage in the Supabase dashboard.
2. Create a new bucket named receipts.
3. Set it as public (receipt images are referenced by public URL).
4. Set an appropriate file size limit (e.g., 10 MB).

Updating

Pull the latest image and restart:

docker compose pull
docker compose up -d

If a new release includes database migrations, apply them before restarting:

supabase db push

Check the release notes for migration instructions.

Architecture Overview

┌─────────────────────┐     ┌──────────────────┐
│   Docker: app       │     │  Docker: cron     │
│   (Next.js)         │◄────│  (supercronic)    │
│   Port 3000         │     │  Bearer auth      │
└────────┬────────────┘     └──────────────────┘
         │
         │ HTTPS
         ▼
┌─────────────────────┐
│  Supabase           │
│  - PostgreSQL + RLS │
│  - Auth (email+pw)  │
│  - Storage (docs)   │
└─────────────────────┘

The Next.js app is stateless — all data lives in Supabase. The Docker entrypoint injects your NEXT_PUBLIC_* environment variables into the pre-built JS bundles at container startup, so a single image works with any Supabase project.

Troubleshooting

Health check fails with "unhealthy": Migrations have not been applied, or the Supabase credentials are wrong. Check that NEXT_PUBLIC_SUPABASE_URL and SUPABASE_SERVICE_ROLE_KEY are correct and that migrations have been pushed.

Confirmation email not arriving: Check the Supabase dashboard under Authentication > Users to verify the signup attempt was received. On the free tier, Supabase rate-limits emails to 4/hour. Configure custom SMTP under Authentication > SMTP Settings for production use.

Auth callback redirects to error: Ensure https://your-domain.com/auth/callback is in the Supabase Redirect URLs allowlist and that Site URL matches your NEXT_PUBLIC_APP_URL.

pg_cron migration fails: pg_cron requires a paid Supabase plan. On the free tier, you can safely comment out migration 048 or let it fail — the overdue supplier invoice check is non-critical and can be triggered manually.

Container restarts in a loop: Check logs with docker compose logs app. The app requires all five core env vars (NEXT_PUBLIC_SUPABASE_URL, NEXT_PUBLIC_SUPABASE_ANON_KEY, SUPABASE_SERVICE_ROLE_KEY, NEXT_PUBLIC_APP_URL, CRON_SECRET) and will crash on startup if any are missing.