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Developers

The app and this documentation each have their own repository in the mifinancialplanning GitHub account. Pushing to the main branch triggers an automatic deployment. For clone, env, and local setup steps, see the app repository README.

The app and docs are deployed automatically when changes are pushed. You do not need to deploy manually.

Pushes to master trigger a deployment to the production environment. Pushes to other branches trigger new frontend deployments to staging environments, and all frontend staging environments use the same staging backend.

This is set up using Git and environment variables in the mifinancialplanning Vercel account

The app and docs are served on their configured domains. Domains are set up at Crazy Domains under the IFPadmin account. DNS for the app and docs is configured in the Crazy Domains admin panel and points to Vercel. To change the domain or DNS, log in to Crazy Domains and update the records there; you may also need to add or verify the domain in the project’s domain settings on Vercel.

App and docs run on the mifinancialplanning Vercel account. Manage Git, environment variables, and team members from the dashboard. Deployment is automatic when you push.

Database and authentication are provided by Supabase. There are separate projects for production and staging; the app connects via env vars and the repo is linked via Supabase CLI. Project and auth settings: Supabase dashboard. For local setup, linking, migrations, RLS user, and backup/restore/mirror commands, see the app repository README (Supabase section) and backend/db/scripts/README-backups.md.

Vercel: The mifinancialplanning account uses a plan that includes a free tier suitable for small use.

Supabase: Billing and plan are managed in the Supabase dashboard.

Automatic daily database backups run in the background. You can restore from these backups via the app UI. For script-based backup, restore, and mirror commands, see the app repository backend/db/scripts/README-backups.md. For provider-level backups, use the hosting provider’s dashboard or docs (Vercel, Supabase).

To add or remove people who can manage the project (not app users—those are invited from Admin), use the mifinancialplanning team members page on Vercel. You may need a Vercel account with the right access.