Commit Graph
107 Commits
Author SHA1 Message Date
soconnorandCursor 158b9416bf Fix Docker signup and document deploy, migrate, and rebuild flow.
Use FormData and server-side sign-in after register, trust proxy origins for reverse-proxy deploys, pass public URL build args in Docker, and clarify that git pull plus up -d --build is required to ship code and run pending migrations.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-06-26 01:06:10 -04:00
soconnor eb9548b832 fix the shit 2026-06-26 00:12:09 -04:00
soconnorandCursor af1f4a5721 Fix signup by using better-auth signUp and clearer register errors.
Route web registration through authClient.signUp.email, set explicit better-auth baseURL/secret for Docker, and harden the mobile register API with safeParse and readable validation messages.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-06-26 00:00:29 -04:00
soconnorandCursor 463b1f503e Fix Docker signup, refresh docs, and improve blank invoice flow.
Parse DISABLE_SIGNUPS and related env booleans correctly for Compose string values, and derive auth trustedOrigins from BETTER_AUTH_URL. Rewrite README and architecture docs with the git.soconnor.dev remote and accurate deployment guidance. Allow zero-line-item draft invoices with validation when sending email.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-06-25 23:45:57 -04:00
soconnorandCursor 480c50981d Unify entities navigation, redesign time clock, and add invoice PDF preview.
Combine clients and businesses under entities, polish the web time clock,
and show live invoice PDF preview with tighter line-item editing.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-06-23 01:08:23 -04:00
soconnorandCursor 1928084acb Add draft-only invoicing rules, send reminders, and time clock billing.
Restrict line item edits to draft invoices, auto-create drafts on clock-out,
and add sendReminderAt scheduling with dashboard due reminders.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-06-22 16:06:11 -04:00
soconnorandCursor 4cd8ad3c4c Redesign legal pages with readable paragraph layout and updated contact info.
Privacy Policy and Terms now share a document layout with table of contents,
plain-paragraph copy, and beenvoice.soconnor.dev contact details for App Store review.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-06-18 02:44:43 -04:00
soconnorandCursor 5019a7597d Expose public auth capabilities endpoint for mobile SSO detection.
Returns whether Authentik and signups are enabled so the app can show the right
sign-in options per instance at runtime.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-06-18 02:27:31 -04:00
soconnorandCursor 69da2bf71d Add shared legal pages and wire Privacy Policy and Terms across the app.
Extract privacy and terms content into reusable components, replace auth modals with links to /privacy and /terms, add settings legal section, and remove duplicate legal-modal markup.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-06-18 01:33:34 -04:00
soconnorandCursor 5c28b33e9f Unify time tracking on server-backed entries with updateRunning.
Consolidates dashboard and invoice timers onto shared time-entry APIs so clock-in state, invoice linking, and clock-out flow stay consistent across surfaces.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-06-17 22:36:39 -04:00
soconnor 190fbd433b fix: sort chronologically 2026-06-12 00:11:00 -04:00
soconnor 94e0a18bf5 fix: missing publicTokenExpiresAt 2026-06-11 12:19:13 -04:00
soconnor 1c24c90189 fix: build errors 2026-06-11 12:01:19 -04:00
Claude b10cf5dd2e Force dynamic rendering for all dashboard pages
Dashboard pages require authentication and include client components
with hooks that fail during static prerendering on Linux/Docker.
Setting force-dynamic in the layout prevents build-time prerendering
across the entire authenticated dashboard.

https://claude.ai/code/session_014126WHVRT8mftmqkU6dajG
2026-06-11 06:18:00 +00:00
Claude e03c553b7f Add temporary PDF preview links via public token TTL
- Schema: add publicTokenExpiresAt to invoices table
- invoices.generatePublicToken: accepts optional ttlHours param; sets
  expiry timestamp when provided
- invoices.getByPublicToken: returns 403 if token is expired
- New route GET /api/i/[token]/pdf: streams the invoice PDF publicly,
  returns 410 Gone if expired; excluded from auth middleware
- MCP invoices_generate_public_token: exposes ttlHours, returns both
  webUrl (/i/{token}) and pdfUrl (/api/i/{token}/pdf)

https://claude.ai/code/session_014126WHVRT8mftmqkU6dajG
2026-06-11 05:37:17 +00:00
Claude c0a333710f Complete MCP coverage: 58 tools, invoice filters, templates, email config, profile
MCP expanded from 49 to 58 tools:
- templates_list, templates_list_by_type, templates_create, templates_update,
  templates_delete — full invoice template CRUD
- businesses_get_email_config, businesses_update_email_config — configure
  per-business Resend API key and sending domain
- profile_get, profile_update — user profile read/write

invoices_list now accepts optional status and clientId filters (e.g. list
all draft invoices, or all invoices for a specific client). Backed by a
new optional input on invoices.getAll in the tRPC router.

https://claude.ai/code/session_014126WHVRT8mftmqkU6dajG
2026-06-11 05:33:13 +00:00
Claude c6b6641dfa Expand MCP from 24 to 49 tools — full coverage of all major features
New tools added:

Expenses (5): expenses_list, expenses_get, expenses_create,
expenses_update, expenses_delete

Recurring invoices (7): recurring_list, recurring_create,
recurring_update, recurring_pause, recurring_resume,
recurring_generate_now, recurring_delete

Dashboard (1): dashboard_get_stats — revenue, pending, overdue,
client count, MoM change, 6-month chart, recent invoices

Invoice extras (8): invoices_get_current_open, invoices_send (email
with PDF attachment), invoices_send_reminder, invoices_generate_public_token,
invoices_revoke_public_token, invoices_bulk_update_status,
invoices_bulk_delete

New Zod schemas and JSON schemas for all added tools.

https://claude.ai/code/session_014126WHVRT8mftmqkU6dajG
2026-06-11 05:30:16 +00:00
Claude 868c34f005 Expose invoiceId in MCP time_clock_in tool
The backend now accepts invoiceId on clock-in to link a timer directly
to a specific invoice. Expose this in the MCP so AI clients can clock in
against a particular invoice rather than relying on latest-invoice lookup.
Also update time_clock_out description to reflect the new behavior.

https://claude.ai/code/session_014126WHVRT8mftmqkU6dajG
2026-06-11 05:11:54 +00:00
Claude feb8f36ce7 Integrate time clock directly into invoices, remove standalone page
- Remove "Time Clock" from sidebar navigation
- Redirect /dashboard/time-clock to /dashboard/invoices
- Add InvoiceTimerCard to invoice detail page (shown for non-paid invoices)
- Timer started from an invoice is explicitly linked to that invoice at clock-in
- On clock-out, time is added directly to the linked invoice as a line item
- Active timer widget on dashboard now shows which invoice is being tracked
- Backend: clockIn accepts invoiceId; clockOut prefers explicit invoiceId over
  searching for the latest draft invoice for the client

https://claude.ai/code/session_014126WHVRT8mftmqkU6dajG
2026-06-11 00:23:50 +00:00
soconnorandClaude Sonnet 4.6 9762ede7ec feat: show live estimated hours/earnings while timer is running
Summary cards now include the in-progress session's hours and earnings,
rounded up to the nearest 15-min increment (matching clock-out billing
logic). A secondary "+Xh est." line appears below each stat when a timer
is active, updating every second as the elapsed counter ticks.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-06 18:54:05 -04:00
soconnorandClaude Sonnet 4.6 2b4608bfb4 feat: add missing MCP tools and fix undefined content response
- Add time_entries_update, time_entries_delete, time_entries_get_summary tools
- Fix textResult to use `data ?? null` so JSON.stringify always returns a
  string — procedures returning undefined (e.g. getRunning with no timer,
  businesses.getById not found) were dropping the text field from the MCP
  content item, causing client SDK validation failures

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-06 18:46:30 -04:00
soconnorandClaude Sonnet 4.6 839016532c fix: move ssr:false dynamic imports into client component
Turbopack disallows ssr:false in Server Components. Extracted the three
recharts dynamic imports into charts-client.tsx ("use client"), which
page.tsx now imports from directly.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-06 18:26:42 -04:00
soconnorandClaude Sonnet 4.6 b1f0c98fdd fix: use node standalone server instead of next start
Dynamically import recharts components with ssr:false to prevent
server-side rendering of DOM-dependent charts, eliminating the
width/height -1 warnings and redacted SSR errors.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-06 18:24:59 -04:00
soconnorandClaude Sonnet 4.6 ef94b69e52 feat: show active timer on dashboard homepage with clock-out button
Adds a banner below the page header when a timer is running: shows
description, client, elapsed time (live), a Stop button that auto-links
to the latest invoice, and a Details link to the time clock page.
Query is prefetched server-side so the widget is instant on load.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-06 18:05:54 -04:00
soconnorandClaude Sonnet 4.6 d9e2bab779 feat: time clock links to latest client invoice + fix SSO verification token overflow
- Clock out and manual entry creation now auto-add a line item to the
  client's latest draft/sent invoice and return invoice info
- Time clock page shows invoice badge on each entry with a link
- Toast after clock-out/create includes "View Invoice" action when linked
- MCP time_clock_in now accepts optional startedAt for backdating
- MCP time_clock_out description updated to document invoice linking
- Migration 0012: widen beenvoice_verification_token.value to text to
  fix varchar(255) overflow during Authentik PKCE OAuth flow

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-06 17:55:26 -04:00
soconnor 3c708b7914 time clock fixes 2026-06-06 17:18:32 -04:00
Claude b0e026c963 Fix ESLint errors: remove setState-in-effect, use nullish coalescing 2026-06-06 18:06:32 +00:00
Claude 29630ebc1f Add time clock feature with MCP access
- New beenvoice_time_entry DB table with migration (startedAt/endedAt, hours, rate, clientId)
- tRPC router with clockIn, clockOut, getRunning, getAll, getSummary, create, update, delete
- Dashboard page at /dashboard/time-clock with live elapsed timer, entry list, and manual entry form
- 5 MCP tools: time_clock_in, time_clock_out, time_get_running, time_entries_list, time_entries_create
- Sidebar navigation entry

Timer state is stored in PostgreSQL (endedAt IS NULL = running), suitable for serverless/Coolify deployment.
2026-06-06 17:05:17 +00:00
soconnor 37eb70be65 Add MCP API access 2026-06-04 21:33:32 -04:00
soconnorandClaude Sonnet 4.6 f0c34160df feat: add recurring invoices, public links, time tracker, payments, reminders
- Recurring invoices: schedule-based auto-generation with CRUD UI at /dashboard/invoices/recurring and POST /api/cron/generate-recurring cron endpoint
- Public invoice link: generate/revoke shareable /i/[token] page for unauthenticated clients with PDF download
- Live time tracker: localStorage-persisted timer widget in invoice editor that appends a line item on stop (rounds to nearest 0.25h)
- Partial payment tracking: record payments per invoice, auto-mark paid when fully covered, balance due display
- Send reminder: email reminder via Resend with custom message dialog and last-sent indicator

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-10 17:17:58 -04:00
soconnorandClaude Sonnet 4.6 0ba9c2f029 refactor: simplify register page to single centered card
Remove two-column hero layout, matching the signin page style.
Compact centered card: logo, heading, name/email/password form, footer.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-10 02:35:33 -04:00
soconnorandClaude Sonnet 4.6 02a951817c refactor: simplify signin page to single centered card
Remove two-column hero layout. Page is now a compact centered card:
logo, "Welcome back" heading, email/password form, and footer links.
Eliminates the left panel background mismatch issue.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-10 02:33:12 -04:00
soconnorandClaude Sonnet 4.6 3983724866 fix: restore authentik trusted origin and remove auth card U-border shadow
- Auto-derive trusted origin from AUTHENTIK_ISSUER URL so OAuth callbacks
  are accepted without requiring a separate AUTHENTIK_ORIGIN env var
- Remove leftover ssoProvider schema mapping (no longer used with genericOAuth)
- Remove dead @better-auth/sso dependency from package.json
- Drop md:shadow-2xl/md:shadow-lg from auth cards — the downward box-shadow
  was rendering as a U-shaped border (bottom+sides, no top); border +
  backdrop-blur-xl provides sufficient visual separation

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-10 02:24:46 -04:00
soconnor 0e46fdafb2 feat: add administration page and account role management
- Implemented `AdministrationContent` component for managing account roles.
- Created `AdministrationPage` to serve as the main entry point for administration tasks.
- Added PDF preview functionality with `PdfPreviewFrame` component for invoice generation.
- Introduced `InputColor` component for advanced color selection with various formats.
- Established color conversion utilities in `color-converter.ts` for handling color formats.
- Defined appearance-related schemas and types in `appearance.ts` for consistent theme management.
2026-04-30 10:50:50 -04:00
soconnor ddc2b42672 Refactor invoice data table and templates page for improved readability and functionality
- Cleaned up imports and formatted code for better readability in invoices-data-table.tsx.
- Enhanced invoice interface definitions for clarity.
- Improved toast messages for bulk delete and update actions.
- Refactored date formatting and status type retrieval for better readability.
- Simplified template management in templates page, extracting TemplateList component.
- Added registration toggle based on environment variable DISABLE_SIGNUPS.
- Updated navbar to conditionally render registration link based on allowRegistration prop.
- Enhanced error handling and validation in expenses and settings routers.
- Improved PDF export footer handling.
- Updated TRPC react integration for cleaner type imports.
2026-04-29 22:49:07 -04:00
soconnor dbb739b060 refactor: update SendEmailPage layout and remove SendEmailDialog component 2026-04-28 01:30:38 -04:00
soconnor bd3181fb9d feat: add PDF preview functionality and normalize email message handling 2026-04-28 01:26:47 -04:00
soconnor 915ec103fc feat: add email message field to invoices and update related components 2026-04-28 01:06:45 -04:00
soconnor 84a5d997b4 refactor: remove InvoiceView component and update related email and invoice handling
- Deleted the InvoiceView component to streamline the codebase.
- Updated EmailPreview and SendEmailDialog components to include currency and notes fields.
- Enhanced invoice-form to handle default hourly rates and improved item mapping.
- Refactored email template generation to include notes and currency formatting.
- Adjusted API routers for invoices to calculate totals and handle notes and currency correctly.
2026-04-28 00:34:56 -04:00
soconnorandCopilot fbeca7cfee feat: remove start.sh script and add appearance preferences management
- Deleted the start.sh script for container management.
- Added AGENTS.md for project guidelines and development principles.
- Introduced new SQL migration files for user appearance preferences and platform settings.
- Implemented appearance provider to manage user interface themes and preferences.
- Created branding utility to define and manage branding-related constants and types.

Co-authored-by: Copilot <copilot@github.com>
2026-04-27 22:24:43 -04:00
soconnor 4214a4b4de add invoice prefixes, currency passing to pdf gen 2026-04-10 01:28:14 -04:00
Claude 74f9696023 Add tax features: summary report, deductible expenses, invoice tax fix, CSV export
- Add taxDeductible boolean to expenses schema + migration 0002
- Update expenses router, form, and list to support tax-deductible flag
- Fix invoice-view tax calculation (was hardcoded $0.00; now uses taxRate)
- New Tax Summary tab in Reports: year selector, income/deductions breakdown,
  SE tax + federal income estimates, quarterly bar chart
- CSV export for accountant with income + expense rows and tax summary

https://claude.ai/code/session_012sqEgNQpx676isepeoX4Mi
2026-04-05 03:21:08 +00:00
Claude e950abd805 Fix migration files excluded from Docker build and restore fonts
- Remove drizzle/*.sql and drizzle/*-journal from .dockerignore so
  migration files are included in the Docker build context
- Restore next/font/google imports (removed prematurely due to local
  IP being 403'd by Google Fonts; production builds should work fine)
- Update CSS font fallbacks to use proper system font stacks

https://claude.ai/code/session_012sqEgNQpx676isepeoX4Mi
2026-04-05 03:03:45 +00:00
Claude 4c0eae4b11 Fix build: resolve Turbopack client bundle and font issues
- Move EXPENSE_CATEGORIES to ~/lib/expense-categories.ts to break
  server router import chain from client component
- Use inline import() types in trpc/react.tsx to prevent Turbopack
  from including server modules (pg, db) in the client bundle
- Replace next/font/google with system font stacks to fix build
  failures in environments without Google Fonts access

https://claude.ai/code/session_012sqEgNQpx676isepeoX4Mi
2026-04-05 03:00:25 +00:00
Claude e6b79ce2c2 Add bulk actions, multi-currency, expenses, templates, and reports
Schema (migration 0001):
- clients: add currency column (default USD)
- invoices: add currency column (default USD)
- New expenses table: amount, currency, category, billable, reimbursable,
  client/invoice/business relations, notes
- New invoice_templates table: name, type (notes|terms), content, isDefault

API:
- invoices: add bulkUpdateStatus and bulkDelete procedures (ownership-safe)
- invoices: currency field threaded through create/update schemas
- clients: currency field added to create/update schemas
- New expenses router: full CRUD with authorization
- New invoiceTemplates router: full CRUD, isDefault management per type
- Root router: wire in expenses and invoiceTemplates

Currency (src/lib/currency.ts):
- Shared formatCurrency(amount, currency) utility replacing hardcoded USD
- SUPPORTED_CURRENCIES list (17 currencies)
- Invoice form: currency selector in Config card, auto-fills from client
- Client form: currency selector in Billing Information card

Bulk actions (invoices list):
- Checkbox column with select-all support
- Selection toolbar: Mark as Sent/Paid/Draft dropdown, Delete (N) button
- DataTable: new selectionActions prop renders toolbar when rows selected

Notes templates:
- Invoice form: Notes card with textarea in Details tab
- Template dropdown button appears when templates exist
- /dashboard/invoices/templates: full CRUD page for notes and terms templates

New pages:
- /dashboard/expenses: expense list with summary cards, add/edit dialog
- /dashboard/reports: KPI cards, 12-month revenue area chart, top clients
  bar chart, status breakdown, recent activity
- Navigation: Expenses and Reports added to Main section

https://claude.ai/code/session_012sqEgNQpx676isepeoX4Mi
2026-04-05 02:34:06 +00:00
Claude ba14526fc5 Set up proper DB migrations and fix remaining mobile responsive issues
Migrations:
- drizzle.config.ts: add out: './drizzle' so drizzle-kit generate writes
  SQL migration files instead of only supporting push
- drizzle/0000_glossy_magneto.sql: initial migration capturing all 9
  current tables (users, accounts, sessions, verification_tokens,
  sso_providers, clients, businesses, invoices, invoice_items)
- src/server/db/migrate.ts: programmatic runner using drizzle-orm's
  migrate() — tracks applied migrations in __drizzle_migrations,
  safe to run on every deploy
- package.json: db:migrate now runs the programmatic runner instead of
  drizzle-kit migrate (CLI requires devDeps at runtime)
- start.sh: replace drizzle-kit push with bun src/server/db/migrate.ts
- Dockerfile: copy drizzle/ folder into the runner image so migrations
  are available at container startup

Mobile fixes:
- data-table.tsx: pagination buttons grow from 32px to 40px on mobile
  (h-10 w-10 md:h-8 md:w-8) to meet 44px touch-target guidelines
- floating-action-bar.tsx: stack left-content + action buttons to column
  layout on narrow screens (flex-col sm:flex-row), reduce padding on
  mobile (p-3 sm:p-4)
- revenue-chart.tsx: responsive chart height (h-48 md:h-64) so the chart
  doesn't consume too much vertical space on small screens

https://claude.ai/code/session_012sqEgNQpx676isepeoX4Mi
2026-04-05 01:59:08 +00:00
Claude 563d77ba65 Update README and improve mobile responsiveness for invoicing UI
- README: fix auth (better-auth), database (PostgreSQL), env vars,
  Docker setup, and feature list to reflect actual implementation
- InvoicesDataTable: show status badge + amount inline on mobile
  (previously hidden behind sm: breakpoint, leaving mobile users
  with no financial or status info at a glance)
- InvoiceItemsTable: hide Date/Hours/Rate columns on mobile and
  fold that info into the Description cell as secondary text
- invoice-view.tsx header card: wrap to column layout on mobile
  so status/amount/button don't overflow narrow screens; also
  improve item rows to show date, hours, and rate as subtext

https://claude.ai/code/session_012sqEgNQpx676isepeoX4Mi
2026-04-05 01:53:15 +00:00
soconnor 01f3b408e9 upd: change plugin for oidc 2026-01-14 03:30:15 -05:00
soconnor ea9dc35323 db: push sso changes 2026-01-14 03:24:30 -05:00
soconnor 1cf3dc4d6f feat: manual account linking 2026-01-14 03:20:31 -05:00