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website/integrations: add Actual budget #12590

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I created a new documentation for Actual Budget. This got a recent update. Now it supports OpenID Connect :)


Checklist

  • Local tests pass (ak test authentik/)
  • The code has been formatted (make lint-fix)

If applicable

  • The documentation has been updated
  • The documentation has been formatted (make website)

@nicedevil007 nicedevil007 requested a review from a team as a code owner January 7, 2025 22:12
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Codecov Report

All modified and coverable lines are covered by tests ✅

Project coverage is 92.76%. Comparing base (9dddbd2) to head (8e08439).
Report is 12 commits behind head on main.

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@@           Coverage Diff           @@
##             main   #12590   +/-   ##
=======================================
  Coverage   92.76%   92.76%           
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  Files         770      769    -1     
  Lines       38873    38840   -33     
=======================================
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+ Misses       2814     2811    -3     
Flag Coverage Δ
e2e 48.58% <ø> (-0.18%) ⬇️
integration 24.63% <ø> (+0.05%) ⬆️
unit 90.39% <ø> (+<0.01%) ⬆️

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Hey, thanks for your contribution. Just a few pointers to get this MR going. I'll do a more thorough review once some of these issues are fixed as I will have a better understanding / overview of this guide.

Also, I noticed the referenced UI elements are code-blocked. They should be put in bold as per the authentik developer documentation.

Please do let me know if you have any questions.

website/integrations/services/actual-budget/index.mdx Outdated Show resolved Hide resolved
- `actual.company` is the FQDN of the Actual Budget install.
- `authentik.company` is the FQDN of the authentik install.

## authentik configuration
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We are in the process of updating documentation to use the Wizard instead of manual application/provider configuration. Would it be possible to update this section to reflect these changes? Please do LMK if you have any Wizard-related questions

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Heya, good morning 😊 thank you for reviewing my PR again!

Is there an example or template on how the documentation pages should look like after we all should use the wizard instead of the manual steps?

Just oriented myself now the last PR for Semaphore UI 😂

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Hi @nicedevil007 , you can refer yourself to the Komga integration for now

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Is this mandatory for this PR? I would do it for my next guide, I don't want to start from scratch again 😭

Learned something new how git works and what I should try to avoid next time (node modules 😂 f.e.)

I guess this guide is close to the same structure as my other guides I already have written here an you reviewed, at least I hope so 😊

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If @tanberry is fine with keeping the change for a later PR, it's fine with me

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You'd at least need to fix this:

Also, I noticed the referenced UI elements are code-blocked. They should be put in bold as per the authentik developer documentation.

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Let's leave it as it is for now, and change it to use the Wizard later. The Wizard is still in Preview, anyway... so when we make it the default then we can update all of the Integration guides. :-)

Thanks @nicedevil007 for this guide! Let me review quickly (thanks @4d62 for your edits!) and let's get this merged...

website/integrations/services/actual-budget/index.mdx Outdated Show resolved Hide resolved
website/integrations/services/actual-budget/index.mdx Outdated Show resolved Hide resolved
website/integrations/services/actual-budget/index.mdx Outdated Show resolved Hide resolved
website/integrations/services/actual-budget/index.mdx Outdated Show resolved Hide resolved
website/integrations/services/actual-budget/index.mdx Outdated Show resolved Hide resolved
@nicedevil007 nicedevil007 requested review from a team as code owners January 8, 2025 06:32
@rissson rissson changed the title Actual budget website/integrations: add Actual budget Jan 8, 2025

> Actual Budget is a super-fast and privacy-focused app for managing your finances. At its core is the well-proven and much-loved envelope budgeting methodology.
> You own your data and can do whatever you want with it. It features multi-device sync, optional end-to-end encryption, and much more.
>
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Normally I would rewrite the markety-hype description of the product, and state plainly what the product does, common use cases, etc. However, since this is a direct quote from the product's website, we can leave it for now. As a future project, we will probably rewrite all of them.

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I can do it for this PR as well, we don't have to wait 😂

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OK, a few edits, but overall looks great. We really appreciate your adding another integration guide, @nicedevil007 !

nicedevil007 and others added 5 commits January 8, 2025 22:53
Co-authored-by: Tana M Berry <[email protected]>
Signed-off-by: NiceDevil <[email protected]>
Co-authored-by: Tana M Berry <[email protected]>
Signed-off-by: NiceDevil <[email protected]>
Co-authored-by: Tana M Berry <[email protected]>
Signed-off-by: NiceDevil <[email protected]>
Co-authored-by: Tana M Berry <[email protected]>
Signed-off-by: NiceDevil <[email protected]>
Co-authored-by: Tana M Berry <[email protected]>
Signed-off-by: NiceDevil <[email protected]>
nicedevil007 and others added 9 commits January 9, 2025 06:31
Co-authored-by: Tana M Berry <[email protected]>
Signed-off-by: NiceDevil <[email protected]>
Co-authored-by: Tana M Berry <[email protected]>
Signed-off-by: NiceDevil <[email protected]>
Co-authored-by: Tana M Berry <[email protected]>
Signed-off-by: NiceDevil <[email protected]>
Co-authored-by: Tana M Berry <[email protected]>
Signed-off-by: NiceDevil <[email protected]>
Co-authored-by: Tana M Berry <[email protected]>
Signed-off-by: NiceDevil <[email protected]>
Co-authored-by: Tana M Berry <[email protected]>
Signed-off-by: NiceDevil <[email protected]>
Co-authored-by: Tana M Berry <[email protected]>
Signed-off-by: NiceDevil <[email protected]>
Co-authored-by: Tana M Berry <[email protected]>
Signed-off-by: NiceDevil <[email protected]>
Co-authored-by: Tana M Berry <[email protected]>
Signed-off-by: NiceDevil <[email protected]>
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nicedevil007 commented Jan 9, 2025

Ahh I got it, changed all to bold now. I have one question now as I read through the docs again.

Shouldn't this part:

  1. Enter the variables provided by authentik here.
    • Set OpenID Provider to Authentik
    • Set OpenID provider URL to https://authentik.company/application/o/actual/
    • Set Client ID to <client-id> (the value shown in the authentik provider)
    • Set Client secret to <client-secret> (the value shown in the authentik provider)

then look like this?

  1. Enter the variables provided by authentik here.
    • Set OpenID Provider to Authentik
    • Set OpenID provider URL to https://authentik.company/application/o/actual/
    • Set Client ID to client-id (the value shown in the authentik provider)
    • Set Client secret to client-secret (the value shown in the authentik provider)

According to this:
image

And yes I guess then I have to rewrite a bit more.

Oh, and finally, a big thank you to both of you for helping me improve my understanding of Git with every pull request! I truly appreciate it!

But if I remember right, most documentations here are done with the code stuff "``"

@nicedevil007 nicedevil007 requested review from 4d62 and tanberry January 9, 2025 05:46
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Not-that-important thing I noticed earlier. looks good overall. Thanks for your contribution.

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tanberry commented Jan 9, 2025

Ahh I got it, changed all to bold now. I have one question now as I read through the docs again.

Shouldn't this part:

  1. Enter the variables provided by authentik here.

    • Set OpenID Provider to Authentik
    • Set OpenID provider URL to https://authentik.company/application/o/actual/
    • Set Client ID to <client-id> (the value shown in the authentik provider)
    • Set Client secret to <client-secret> (the value shown in the authentik provider)

then look like this?

  1. Enter the variables provided by authentik here.

    • Set OpenID Provider to Authentik
    • Set OpenID provider URL to https://authentik.company/application/o/actual/
    • Set Client ID to client-id (the value shown in the authentik provider)
    • Set Client secret to client-secret (the value shown in the authentik provider)

According to this: image

And yes I guess then I have to rewrite a bit more.

Oh, and finally, a big thank you to both of you for helping me improve my understanding of Git with every pull request! I truly appreciate it!

But if I remember right, most documentations here are done with the code stuff "``"

UI elements are bolded, values (such as the URL) are in code text, and variables are italicized. So yes, your rewrite is good, except for not sure why Authentik is bolded. But perhaps in the Actual Budget UI it is a selection... it's fine how it is!

remove the part about client id and secret with description that it is from authentik because step 6 clears this already up and during the setup of the provider in authentik there is a hint that ID and secret is need later in this guide

Signed-off-by: NiceDevil <[email protected]>
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Thanks again for this contribution, @nicedevil007 ! It looks really good, and thanks for your patience with my and @4d62 's constant edits, lol.

I know what you mean about the more you use git the more clear it becomes, so yeah this PR has been good practice I imagine. I am curious what you mentioned about modules, node modules? What was that exactly? Are you combining multiple repos using modules?

I think we can merge this now!

now with italic instead of codestuff for placeholders or variables

Signed-off-by: NiceDevil <[email protected]>
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nicedevil007 commented Jan 9, 2025

Thanks again for this contribution, @nicedevil007 ! It looks really good, and thanks for your patience with my and @4d62 's constant edits, lol.

I know what you mean about the more you use git the more clear it becomes, so yeah this PR has been good practice I imagine. I am curious what you mentioned about modules, node modules? What was that exactly? Are you combining multiple repos using modules?

I think we can merge this now!

oh I just changed it to italic now everywhere whaaaaaaaaaa

node_modules :D => I raised an earlier PR with ~ 56.000 files changed because I uploaded all my nodemodules to the git as well... @4d62 noticed this and teached me.

btw: I raised an issue here => actualbudget/actual#4121

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3 participants