Commit Graph
75 Commits
Author SHA1 Message Date
soconnor 66a53f25f2 Harden demo access and restore clean checks 2026-08-14 16:45:02 -04:00
soconnor 29d7b498ae Add business logo branding support 2026-08-14 16:26:43 -04:00
soconnorandClaude Opus 4.8 3f3b1362a9 Fix clock-in failing when no client is selected
clockIn and create used `input.clientId?.trim() ?? null`, but clients
always send `""` (not undefined) for no-client. `??` doesn't catch the
empty string, so `""` was inserted into time_entries.client_id,
violating the foreign key to clients.id. Use `|| null` to normalize a
blank string to null, matching updateRunning.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-07-08 15:43:21 -04:00
soconnor da219b287e Support mobile home and live activity data 2026-07-01 02:55:16 -04:00
soconnor ef826dffa9 Harden auth and mobile session handling 2026-06-29 15:21:31 -04:00
soconnorandCursor 31151e7f39 Sync time entries with invoice lines and harden auth for mobile.
Link clocked time to invoice items with bidirectional sync, add entry editing on web, broaden session cookie detection for Expo clients, and handle API rate limits without signing users out.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-06-28 21:44:19 -04:00
soconnorandCursor c267b3e1c8 Improve expenses receipts UX and Coolify MinIO deployment.
Extract receipt UI components, add view/edit/create dialog modes with list receipt previews, add docker-compose.coolify.yml and clearer COOLIFY/S3 path-style guidance for Application + MinIO setups.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-06-27 00:47:59 -04:00
soconnor b9a9b813d2 add receipts support 2026-06-26 23:07:43 -04:00
soconnorandCursor 6b73c32c25 Add bulk invoice import with templates and refresh import UX
Move invoice import configuration into settings, redesign the import flow with shared components and sample templates, document the demo account in README, and polish upload and button styling.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-06-26 12:39:46 -04:00
soconnorandCursor 3fb61ff4dd Polish onboarding, invoices, and time clock while promoting the first registrant to admin.
Refresh onboarding wizard and shell, tighten invoice edit/detail flows, align timer widgets with the redesigned clock panel, and assign admin role on first signup.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-06-26 03:40:25 -04:00
soconnorandCursor c53f2e6c4d Unify the dashboard experience and retire the multi-theme engine so onboarding and day-to-day invoicing feel consistent and easier to maintain.
Shared layout, tabs, and sidebar timer; user onboarding and registration polish; settings danger zone and data export; chart and tRPC perf fixes; migrations for onboarding and dropped appearance columns.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-06-26 03:08:22 -04:00
soconnorandCursor 6ec26a4a0d Redesign marketing pages and isolate public routes from app auth.
Give the landing, legal, and sign-in flows a consistent product shell while keeping marketing pages free of tRPC/session calls, fixing dev auth URL handling, and refreshing env and deploy docs.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-06-26 02:00:06 -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 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 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
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 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 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 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 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 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
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 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
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 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 1f76cf38a7 Fix migrate: remove bogus tracking entries from broken baseline
The previous baseline blindly recorded all migrations as applied.
Now on startup the script validates every recorded migration against
the actual schema; any entry whose schema changes don't exist is
deleted so migrate() will re-run that migration.

This unblocks the existing deployment where 0001 was recorded as done
but beenvoice_client.currency was never actually added.

https://claude.ai/code/session_012sqEgNQpx676isepeoX4Mi
2026-04-05 03:11:43 +00:00
Claude e5242b37a4 Fix baseline: only mark migrations applied if schema changes already exist
Previously the baseline marked ALL migrations as done, causing 0001 to
be skipped even on databases that didn't have the currency column yet.

Now each migration is checked against a sentinel column/table before
being seeded into the tracking table. Migrations whose changes don't
exist yet are left out so migrate() runs them normally.

https://claude.ai/code/session_012sqEgNQpx676isepeoX4Mi
2026-04-05 03:08:34 +00:00
Claude 38206f34fe Handle baseline migration for databases previously set up with db:push
When switching from db:push to db:migrate on an existing database,
the migration table is empty so Drizzle tries to re-run all migrations,
failing with "relation already exists".

Detect this case (tables exist but no migration history) and seed the
__drizzle_migrations tracking table with all current migrations so
Drizzle treats them as already applied. Future migrations run normally.

https://claude.ai/code/session_012sqEgNQpx676isepeoX4Mi
2026-04-05 03:06:08 +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
soconnor ea9dc35323 db: push sso changes 2026-01-14 03:24:30 -05:00
soconnor 302f3cb3f5 feat: add oidc support with authentik 2026-01-14 02:33:20 -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 50735b74ea fix: resolve lint errors in modified files
- Remove unused imports from invoice-form.tsx, sidebar.tsx, dashboard-shell.tsx
- Remove unused imports from dashboard.ts and calendar.tsx
- Fix unused parameter in invoice-calendar-view.tsx with underscore prefix
- Fix type-only import for DayButton in calendar.tsx
- All typecheck errors resolved
- Remaining lint errors are in unmodified files (pre-existing)
2025-12-11 20:01:04 -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