Skip to content

Admin Console & Operations

Finly includes an administrative management suite accessible at /admin for users granted the admin role.

System Overview & Health Metrics

The Overview tab provides real-time infrastructure and data volume metrics:

  • User Accounts: Total registered users, active accounts, and administrative profiles.
  • Financial Volume: Aggregated balance volume across all accounts and institutions.
  • Connection Counts: Total connected banking endpoints and registered financial accounts.
  • Database Storage: Exact size of finly.db on disk in megabytes.
  • Scheduler Liveness: Status of the background APScheduler engine and active synchronization intervals.

User Administration

Administrators can manage system users through a centralized data table:

graph TD
    Admin["Administrator Console"] --> Manage["User Management Actions"]
    Manage --> Impersonate["Impersonate View (Read-Only)"]
    Manage --> Roles["Promote / Demote Roles (admin <-> member)"]
    Manage --> Active["Toggle Active / Disabled Status"]
    Manage --> Password["Administrative Password Reset"]
    Manage --> Delete["Permanent Account Deletion"]

Impersonate User Session

To troubleshoot synchronization issues or verify categorization rules for another user, administrators can click Voir dashboard (View Dashboard):

  • Generates an ephemeral JWT bearer token stamped with the target user's context and marked with impersonated_by: <admin_id>.
  • Redirects immediately to the user's dashboard.
  • The administrator can review the user's accounts, envelopes, and transactions without discovering their password.

Maintenance & Diagnostic Suite

The Maintenance tab exposes system-level optimization actions:

1. Global Bank Synchronization Trigger

  • Endpoint: POST /api/v1/admin/maintenance/sync-all
  • Function: Queues a background task that initiates concurrent synchronization across all connected banking modules across all registered users.
  • Useful after updating Woob modules or resolving network outages.

2. SQLite VACUUM Compaction

  • Endpoint: POST /api/v1/admin/maintenance/vacuum
  • Function: Executes PRAGMA optimize; followed by an autocommitted VACUUM; operation:
  • Reclaims disk space left by deleted transactions or purged accounts.
  • Defragments database B-tree pages.
  • Rebuilds table indexes for query execution speed.

3. Multi-Month Demo Data Seeding

  • Endpoint: POST /api/v1/admin/maintenance/seed-demo-data
  • Function: Generates a comprehensive, realistic 15-month historical financial dataset for testing, demos, or development.
  • Generates 403 realistic transactions covering all 12 months of the current year plus preceding months.
  • Creates balanced cash flow: salary, rent, utilities, groceries, subscriptions, dining, and savings transfers.
  • Seeds PEA investment holdings (MSCI World ETF, Air Liquide, LVMH, Schneider Electric).
  • Creates a 20-year fixed-rate mortgage loan to showcase amortization schedule mathematics.