Commit Graph
95 Commits
Author SHA1 Message Date
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
soconnor ee98bc6fcb fix: redundancy for redirect 2026-01-14 03:10:10 -05:00
soconnor 9aa0179d2e fix: change domain 2026-01-14 03:05:27 -05:00
soconnor 07d1dd6fc3 fix: remove proxy 2026-01-14 02:47:42 -05:00
soconnor 302f3cb3f5 feat: add oidc support with authentik 2026-01-14 02:33:20 -05:00
soconnor 75c4362d97 fix: resolve all remaining type safety errors
- Create types.ts with proper TypeScript interfaces for dashboard data
- Replace all 'any' types in dashboard/page.tsx with DashboardStats and RecentInvoice
- Fix type safety in invoice-form.tsx:
  - Replace 'any' in updateItem with proper union type
  - Add generic type parameter to updateField for type safety
  - Fix status type assertion (any -> proper union type)
  - Replace || with ?? for safer null handling
- All TypeScript compilation errors resolved
- Lint down to 1 warning (false positive for 'loading' variable)
2025-12-11 20:15:29 -05:00
soconnor cf4ef928b8 fix: resolve majority of lint errors across codebase
- Remove unused imports from page.tsx, clients/page.tsx, invoices/page.tsx
- Remove unused imports from invoice-form.tsx, invoice-workspace.tsx
- Move CustomTooltip outside component in revenue-chart.tsx (fixes react-hooks/static-components)
- Fix type safety in umami.ts (any -> unknown)
- Fix type safety in sidebar-provider.tsx (add type assertion)
- Add no-op comments to empty fallback functions in animation-preferences-provider.tsx
- Fix type safety in invoice-workspace.tsx (any[] -> typed array)

Note: dashboard/page.tsx still has ~55 type safety warnings related to 'any' types
in stats/invoice data. These are pre-existing and would require significant refactoring
of the dashboard data flow to properly type. TypeScript compilation passes.
2025-12-11 20:05:34 -05:00
soconnor 1a3c2e08ce refactor: improve invoice editor UX and fix visual issues
- Remove clock icons and hour text from calendar month view, show only activity bars
- Fix calendar week view mobile layout (2-column grid instead of vertical stack)
- Update invoice form skeleton to match actual layout structure
- Add client-side validation for empty invoice item descriptions with auto-scroll to error
- Fix hourly rate defaulting logic with proper type guards
- Update invoice details skeleton to match page structure with PageHeader
- Fix hydration error in sidebar (div inside button -> span)
- Improve dashboard chart color consistency (draft status now matches monthly metrics)
- Fix mobile header layout to prevent text squishing (vertical stack on mobile)
- Add IDs to invoice line items for scroll-into-view functionality
2025-12-11 19:57:54 -05:00
soconnor 39fdf16280 feat: Implement a new dashboard shell with animated background, refactor dashboard data fetching into a dedicated API route, and introduce new UI components.** 2025-12-10 03:16:36 -05:00
soconnor 10d7500ef3 feat: integrate Umami analytics for client-side and server-side event tracking 2025-11-30 19:28:25 -05:00
soconnor 03579bc625 feat: Implement database persistence and synchronization for user theme preferences 2025-11-29 03:08:10 -05:00
soconnor a1c7b9223f feat: Remove Vercel Analytics, generalize deployment instructions, and switch base URL configuration to NEXT_PUBLIC_APP_URL. 2025-11-29 02:52:10 -05:00
soconnor 2fc03566d1 feat: introduce BETTER_AUTH_URL and NEXT_PUBLIC_APP_URL environment variables and update password reset link. 2025-11-29 02:47:30 -05:00