Commit Graph
151 Commits
Author SHA1 Message Date
soconnor 40020b78f8 fix: auth lock privacy 2026-06-18 01:45:18 -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
soconnorandCursor 81a0ce33a4 Add better-auth Expo plugin for mobile app authentication.
Enable session-based auth from the Expo companion app via SecureStore cookies and trusted deep-link origins.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-06-17 15:56:53 -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 48d3335f12 fix: auth redir memoization 2026-06-11 12:09:22 -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 9c135d3289 Fix ESLint type import and add better-auth to serverExternalPackages
Prevents Turbopack from statically analyzing better-auth's kysely adapter,
which imports symbols removed in kysely 0.29. Also fixes @typescript-eslint
consistent-type-imports warning on the Db type alias.

https://claude.ai/code/session_014126WHVRT8mftmqkU6dajG
2026-06-11 05:45:55 +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 d2f39bfc35 refactor: replace custom migrate.ts with standard Drizzle migrator
The baseline/bogus-entry logic was a one-time workaround for a db:push
→ migration transition that is long past. It required a per-migration
isMigrationApplied case — missing cases caused today's invoiceId bug.
Now both db:migrate (dev) and Docker startup use the same standard
migrate() call. Drizzle's own tracking table handles idempotency.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-06 18:12:01 -04:00
soconnorandClaude Sonnet 4.6 960f0c2d17 fix: add isMigrationApplied cases for migrations 0009–0012
Baseline logic was falling through to false for all migrations after
0008, causing incorrect behaviour on fresh deploys. Now correctly
detects api_keys table, time_entry table, invoiceId column, and
verification token value column type.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-06 18:07:35 -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 413eb3e3c0 Allow MCP API route through proxy 2026-06-04 21:44:24 -04:00
soconnor 37eb70be65 Add MCP API access 2026-06-04 21:33:32 -04:00
soconnorandClaude Sonnet 4.6 898422571f fix: remove hardcoded baseURL from auth client
NEXT_PUBLIC_ vars are baked in at build time, so NEXT_PUBLIC_APP_URL=localhost
was being embedded in the bundle. Removing baseURL lets better-auth use
window.location.origin automatically, which works correctly on any domain.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-10 21:41:05 -04:00
soconnorandClaude Sonnet 4.6 c878a6ed69 chore: add isMigrationApplied check for migration 0008
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-10 18:17:38 -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 47a0ccc88c fix: remove extra bottom padding from filter and pagination bars
CardContent defaults to px-5 pb-4. Tailwind's CSS cascade means pb-4
always wins over the py-0 override, leaving 16px of phantom bottom
padding on all thin toolbar cards. Replaced CardContent with plain divs
carrying the intended py-2 px-3 directly.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-10 03:10:37 -04:00
soconnorandClaude Sonnet 4.6 7819e438df feat: add fuzzy autocomplete and NL quick-add for invoice line items
- Description field now shows a fuzzy-matched dropdown of past line items
  (description, hours, rate) as you type via Fuse.js — zero server cost
- Selecting a suggestion pre-fills description, hours, and rate in one click
- NL quick-add bar lets you type e.g. "3hrs web design @120" + Enter to
  append a fully-parsed line item without clicking through fields
- New tRPC query `getLineItemHistory` returns deduplicated past line items
  for the current user, ordered by recency
- New `parseLineItem` utility handles hours/rate extraction via regex

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-10 03:08:00 -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 4108019eab feat: enhance PDF generation with improved line estimation and page budgeting 2026-04-28 00:44:00 -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
soconnor ad89ad001d feat: update Dockerfile and docker-compose.yml to use WEB_PORT variable and streamline migration process 2026-04-27 22:49:13 -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 b582b6c88e update pdf generation to flow better 2026-04-27 14:15:06 -04:00
soconnor 00e066ca4e fix: register frutiger-bold as pdf font 2026-04-27 13:33:40 -04:00
soconnor 4214a4b4de add invoice prefixes, currency passing to pdf gen 2026-04-10 01:28:14 -04:00
soconnor af392e1bc9 remove reordering controls, add auto sort 2026-04-09 23:27:45 -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