accounted/docs/SELF-HOSTING.md

Self-Hosting Accounted

This guide walks you through deploying Accounted 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.

Accounted 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. Idle and absolute session timeouts are also off by default for self-hosted installs; operators can opt in with the variables below.

3. Apply Database Migrations

The supabase/migrations/ directory contains the 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 Accounted
./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 Accounted
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.

Automatic logout is opt-in per user: sessions only expire for users who have enabled "Automatic logout" in Settings > Security (stored on user_preferences.auto_logout, default off). For opted-in users, hosted Accounted defaults to a 30-minute idle limit, a 12-hour absolute limit, and a warning 2 minutes before expiry. Self-hosted installations leave both limits disabled unless you opt in (values are milliseconds):

NEXT_PUBLIC_SESSION_IDLE_TIMEOUT_MS=1800000
NEXT_PUBLIC_SESSION_ABSOLUTE_TIMEOUT_MS=43200000
NEXT_PUBLIC_SESSION_WARNING_MS=120000

Set either timeout to 0 to disable only that limit. To enforce the timeouts for every user regardless of their per-user preference (the pre-2026-08 behavior), also set:

NEXT_PUBLIC_SESSION_TIMEOUT_FORCE_ALL=true

Timeout state is signed with SUPABASE_SERVICE_ROLE_KEY by default; set SESSION_TIMEOUT_SECRET to a separate random value if you want to rotate it independently. Changing either signing secret invalidates existing timeout cookies and requires users to sign in again.

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

The locally-built image runs unprivileged (USER nextjs): the entrypoint populates the .next/public tmpfs mounts and substitutes the NEXT_PUBLIC_* placeholders as the nextjs user, so the container needs no Linux capabilities and runs as-is under the hardened compose defaults (cap_drop: ALL, read_only: true).

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

All AI features (automatic interpretation of uploaded receipts and invoices via the document-extraction and invoice-inbox extensions, and the in-app AI assistant) run on one configured backend. There are three ways to provide one; pick one. Note that the agent surface most integrations use, the MCP server, needs no AI backend at all: it is your own agent (Claude, Codex, a local model) talking to the ledger, so a deployment without any of the credentials below is still fully usable that way.

The stock self-hosted image includes both extraction extensions, so these credentials cover emailed invoices and documents uploaded in the app.

Option 1: the direct Anthropic API. The simplest option for self-hosting, since it needs nothing but a key from console.anthropic.com. Billing is your own, separate from any Claude subscription.

ANTHROPIC_API_KEY=sk-ant-...

Option 2: AWS Bedrock. Requires an AWS account with Bedrock model access to Claude. This is what the hosted service runs, because it keeps inference inside eu-north-1: choose it if you need the AI calls to stay in the EU, which the direct API does not guarantee.

AWS_ACCESS_KEY_ID=...
AWS_SECRET_ACCESS_KEY=...
AWS_REGION=eu-north-1   # default

Set both static AWS keys explicitly. The AI assistant's client can fall back to the standard AWS credential provider chain (instance profile, IRSA) when they are absent, but document extraction requires AWS_ACCESS_KEY_ID and AWS_SECRET_ACCESS_KEY and silently returns empty results without them.

Option 3: any OpenAI-compatible endpoint. Any server that implements the chat-completions API: a Swedish inference provider for a fully sovereign deployment, or a local model on the same machine (llama.cpp's server, Ollama's /v1, LM Studio, vLLM). Document extraction (receipts, invoices, HTML mail invoices) and the single-call assistant (/api/agent/ask) run here on any provider; the older streaming chat panel is being replaced by that single-call surface.

AI_BASE_URL=http://localhost:11434/v1   # the endpoint's OpenAI-compatible base URL (here: a local Ollama)
AI_MODEL=qwen3.8                        # a model id is required: there is no default for an arbitrary endpoint
# AI_API_KEY=...                        # OPTIONAL: only when the endpoint needs auth. A local server usually
#                                       #   has none, so leave it unset; a hosted provider gives you a key.
# AI_EXTRACTION_MODEL=...               # optional: a vision model for document reading, if AI_MODEL is not one

Three things about such endpoints are declared rather than probed, because the app cannot tell from the outside:

• AI_VISION=false says the configured model cannot read images. Images and PDFs are then skipped honestly (the inbox row lands with the empty skeleton and the "AI-tolkning kördes inte" hint) instead of failing with a 400 on every upload; HTML mail invoices still extract as text on any model.
• AI_PDF_MODE defaults to rasterize here: most such endpoints have no PDF input, so the first AI_PDF_MAX_PAGES pages (default 4) are rendered to images with poppler's pdftoppm, which the self-host image installs (apk add poppler-utils, the only system package beyond the base image; page images are written to /tmp, a tmpfs in docker-compose.yml). If the binary is missing, PDFs are skipped with pdf_rasterizer_missing rather than failing; AI_PDF_RASTERIZER_BIN points at a non-standard install. A provider that accepts the OpenAI file content part can use AI_PDF_MODE=native.
• AI_STRICT_JSON=true asks for response_format: json_schema on providers that enforce it. The default (JSON answered in prose, then parsed and validated) works on every model and is what hosted runs.

Optional model overrides, in any setup:

AI_MODEL=...                             # default model for every tier (OpenAI-compatible: required)
AI_EXTRACTION_MODEL=...                  # document extraction model
AI_HEAVY_MODEL=...                       # assistant model, heavy intents
AI_ASSISTANT_MODEL=...                   # assistant model, standard intents
AI_EXTRACTION_MAX_TOKENS=8192            # output cap for document extraction
AI_PROVIDER=bedrock|anthropic|openai-compatible   # force the backend (see below)

The pre-existing names BEDROCK_MODEL_ID, BEDROCK_OPUS_MODEL_ID, BEDROCK_SONNET_MODEL_ID and BEDROCK_MAX_TOKENS keep working as the same overrides (extraction, heavy, standard, extraction cap) on every backend; the AI_* names take precedence when both are set. Claude deployments default every tier to claude-sonnet-5.

When several credential sets are present, Bedrock wins, then the direct Anthropic API, then the OpenAI-compatible endpoint, so that adding a key for an experiment cannot silently move production inference out of eu-north-1. Set AI_PROVIDER to say which you mean. A model id written without a provider prefix is adapted to whichever backend is active; an id that already carries one (eu.anthropic.…) is used as-is.

Without working credentials the rest of the app runs normally: uploads are stored but not auto-interpreted (the upload UI sees that immediately rather than waiting for a timeout), and the AI assistant answers 503 ai_unconfigured.

Verifying the setup

scripts/smoke-ai-provider.ts is the "is AI wired up?" command. It works the same on every backend because it only talks to the app's AI service: it prints the resolved provider, the model per tier, the PDF mode (and whether pdftoppm is installed when PDFs are rasterized), then sends real traffic: one small text generation per tier model, one schema-shaped answer, and, when you pass a file, the exact document-extraction path an uploaded receipt takes. It exits non-zero if any step fails, so it works as a post-deploy check. Run it from a checkout next to the env file your deployment uses (.env.local, then .env are read):

npx tsx scripts/smoke-ai-provider.ts                 # provider, models, text + structured calls
npx tsx scripts/smoke-ai-provider.ts ./receipt.pdf   # also runs document extraction end to end

A skipped extraction is reported as a failure with the reason: a text-only model (ai_no_vision, pick a vision model for AI_EXTRACTION_MODEL), a missing rasterizer (pdf_rasterizer_missing, install poppler-utils or set AI_PDF_MODE=native), or no credentials/model at all.

On the Anthropic family, scripts/smoke-ai.ts additionally probes the in-app assistant's full parameter set (a streamed turn with a tool, adaptive thinking, effort and the prompt cache), which the assistant still sends through the Anthropic SDK directly:

npx tsx scripts/smoke-ai.ts                  # credentials, models, chat loop
# Note: this check only detects static credentials (ANTHROPIC_API_KEY or
# AWS_ACCESS_KEY_ID/AWS_SECRET_ACCESS_KEY). Bedrock deployments using an
# instance profile or IRSA won't be picked up automatically: set
# AI_PROVIDER=bedrock to run the probes against the AWS credential chain
# anyway.
npx tsx scripts/smoke-ai.ts ./receipt.pdf    # also runs document extraction

Note: OPENAI_API_KEY from earlier versions is not read by any code path. To use OpenAI itself, point Option 3 at https://api.openai.com/v1; the app has no provider-specific OpenAI integration, only the OpenAI-compatible one. Background: #1406.

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). No other buckets need to be created manually.

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.

Fully Self-Hosted (No Supabase Cloud)

The setup above relies on a Supabase project at supabase.com. If you also want to host the database, auth, and storage yourself (to keep all data on-premises, avoid the SaaS dependency, or run air-gapped) you can pair Accounted with Supabase's official Docker self-hosting stack instead.

This is a more involved path. You take responsibility for backups, TLS certificates, image upgrades, and Postgres operations. It is intended for operators already running Docker services who are comfortable with PostgreSQL.

Architecture

flowchart LR
    user((User))
    proxy["Reverse proxy + TLS<br/>(Caddy / Traefik / nginx)"]
    user -- HTTPS --> proxy

    subgraph dnet["shared Docker network"]
        subgraph app_stack["Accounted stack (this repo)"]
            app["app<br/>Next.js · :3000"]
            cron["cron<br/>supercronic"]
            cron -. Bearer CRON_SECRET .-> app
        end

        subgraph supabase_stack["Supabase self-host stack"]
            kong["kong<br/>API gateway · :8000"]
            studio["studio<br/>dashboard"]
            db[("postgres<br/>+ pg_cron")]
            auth["gotrue"]
            rest["postgrest"]
            rt["realtime"]
            storage["storage-api<br/>(+ imgproxy)"]
            kong --- auth & rest & rt & storage & studio
            auth & rest & rt & storage --- db
        end

        app -- "@supabase/supabase-js" --> kong
    end

    proxy -- app.example.com --> app
    proxy -- supabase.example.com --> kong
    proxy -- studio.example.com --> studio

Setup outline

1. Bring up Supabase following supabase.com/docs/guides/self-hosting/docker. Generate your own JWT_SECRET, ANON_KEY, and SERVICE_ROLE_KEY (Supabase ships sh utils/generate-keys.sh). Pick a hostname for the API gateway (e.g. supabase.example.com) and point SUPABASE_PUBLIC_URL / API_EXTERNAL_URL at it.

2. Apply the Accounted migrations directly via psql: the Supabase CLI (db push) assumes a cloud project, so run the SQL files against the self-hosted database container:

   # From the repo root, stream each migration straight into the supabase-db
   # container: glob order is already sorted, and nothing is left behind on the
   # host or in the container.
   for f in supabase/migrations/*.sql; do
     echo "Applying $f..."
     docker exec -i supabase-db psql -v ON_ERROR_STOP=1 -U postgres -d postgres < "$f" || exit 1
   done
   

3. Configure .env with your self-hosted endpoints (extract the keys from your Supabase .env):

   NEXT_PUBLIC_SUPABASE_URL=https://supabase.example.com
   NEXT_PUBLIC_SUPABASE_ANON_KEY=<ANON_KEY from supabase .env>
   SUPABASE_SERVICE_ROLE_KEY=<SERVICE_ROLE_KEY from supabase .env>
   NEXT_PUBLIC_APP_URL=https://app.example.com
   CRON_SECRET=<openssl rand -hex 32>
   NEXT_PUBLIC_SELF_HOSTED=true
   

4. Allowlist the callback URLs in GoTrue's redirect list (the Supabase stack's .env), then recreate the auth container so it picks up the change:

   ADDITIONAL_REDIRECT_URLS=https://app.example.com/auth/callback,https://app.example.com/api/auth/callback
   

   cd <your-supabase-dir> && docker compose up -d auth
   

5. Reverse proxy in front of both hosts. The app container and the Supabase kong container must share an external Docker network so the proxy can route to them by name.

Synology DSM and Xpenology notes

Run Accounted and Supabase as two separate Container Manager Projects with two separate project directories. Accounted owns the Compose files in this repository. Supabase owns its database, Auth, Realtime, Storage, and pooler configuration. Choose one upstream release tag or full commit and copy the complete docker/ directory from that immutable revision, following the official Supabase Docker guide. Do not copy individual snippets into Accounted's Compose file or mix files from different upstream revisions.

For the Accounted project, follow the Accounted Container Manager file layout. For the Supabase project:

1. Copy the entire upstream supabase/docker/ directory into the project directory. Do not upload only its docker-compose.yml: it bind-mounts SQL, gateway, function, pooler, and Storage files from the accompanying volumes/ tree.

2. Create the two runtime directories that upstream deliberately excludes from Git before the first deployment. File Station is fine, or from the Supabase project directory use:

   mkdir -p volumes/db/data volumes/storage
   

   Container Manager must be able to write to both directories. Use the narrowest NAS ACL that works for the container runtime; do not make the whole shared folder world-writable.

3. Supavisor publishes two host ports. Before starting the project, make sure both POSTGRES_PORT and POOLER_PROXY_PORT_TRANSACTION in the Supabase .env are unused on the NAS. If the defaults conflict, examples are POSTGRES_PORT=5433 for session mode and POOLER_PROXY_PORT_TRANSACTION=6544 for transaction mode. Changing only POSTGRES_PORT does not resolve a conflict on the transaction port. Accounted's PORT only changes the web app port and cannot resolve either database conflict. Do not expose the Supabase db container directly just to solve a conflict: the official stack exposes PostgreSQL through Supavisor.

   Supabase's default Supavisor port mappings listen on every host interface. Accounted does not need either database port over the network, so on a shared NAS bind both mappings to loopback in the version-matched Supabase Compose file:

   services:
     supavisor:
       ports:
         - "127.0.0.1:${POSTGRES_PORT}:5432"
         - "127.0.0.1:${POOLER_PROXY_PORT_TRANSACTION}:6543"
   

   If another trusted machine must connect, bind to a specific private NAS address and restrict both ports to trusted source addresses in the DSM firewall. Never forward either database port to the public internet.

4. The default Accounted integration uses Supabase's legacy ANON_KEY and SERVICE_ROLE_KEY, so asymmetric keys and JWT_JWKS are optional. Leave the upstream JWKS lines commented when using legacy-only mode. If you enable Supabase's new asymmetric keys, generate them with the upstream utils/add-new-auth-keys.sh script and follow the official authentication-key guide.

Some older Compose parsers reject the inline JSON fallback in Supabase's optional Realtime setting:

API_JWT_JWKS: ${JWT_JWKS:-{"keys":[]}}

After JWT_JWKS has been generated and saved in the Supabase .env, use the direct substitution documented by Supabase for limited Compose parsers:

# Supabase PostgREST
PGRST_JWT_SECRET: ${JWT_JWKS}

# Supabase Realtime
API_JWT_JWKS: ${JWT_JWKS}

# Supabase Storage
JWT_JWKS: ${JWT_JWKS}

Do not invent an empty or placeholder JWKS for a production deployment. Either keep asymmetric authentication disabled or configure the generated value consistently for every Supabase service that verifies tokens.

Accounted's base Compose file intentionally omits the optional cpus and healthcheck.start_interval settings because older Container Manager Compose builds can reject them. Operators who need a CPU cap can set one through DSM's resource controls or a local Compose override. Existing deployments that relied on the previous two-CPU cap must reapply it before restarting with the new base file. Command-line deployments on Docker Compose 2.20.2 or newer and Docker Engine 25.0 or newer can use the version-controlled docker-compose.resources.yml overlay to restore both the cap and faster startup health checks; older NAS container stacks should keep using the portable base file alone.

What you give up vs. cloud Supabase

• Backups are entirely your responsibility: set up pg_dump (or a tool like restic) to off-host storage. As a portable, vendor-neutral logical backup on top of the raw dump, you can also export each fiscal period as a standard SIE4 file via the API and archive it: any Swedish bookkeeping system can re-import it:

  curl -fsS -H "Authorization: Bearer <reports:read API key>" \
    "$NEXT_PUBLIC_APP_URL/api/v1/companies/<companyId>/reports/sie-export?period_id=<periodId>" \
    -o "export_<periodId>.se"
  

• Storage: the included storage-api defaults to the local-filesystem backend. For production durability, use the docker-compose.s3.yml overlay and point it at S3 / MinIO.

• SMTP: no built-in mailer. Either set ENABLE_EMAIL_AUTOCONFIRM=true for dev/staging, or wire SMTP_* env vars in the Supabase stack to a provider (Resend, Postmark, etc.).

• Upgrades: you sync the supabase/postgres image yourself; your data lives in the DB volume, so a Postgres image bump needs no migration re-run. When you pull a newer Accounted release, apply only the new migration files added since your last deploy (the SQL is not idempotent, so re-running already-applied migrations will error). Track which migrations you've applied, e.g. with a checksum/version table.

Notes

• pg_cron is included in the supabase/postgres image, so the pg_cron migration succeeds (unlike on the Supabase free tier, see the standard self-hosting flow above).
• MFA: as on the standard path, NEXT_PUBLIC_SELF_HOSTED=true disables enforcement; users may still enable TOTP voluntarily.

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.