soconnorandCursor
c53f2e6c4d
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>
246 lines
8.4 KiB
Markdown
246 lines
8.4 KiB
Markdown
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# beenvoice-web
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Web application and API for **beenvoice** — invoicing for freelancers and small businesses. Includes the Next.js dashboard, tRPC API, better-auth, PostgreSQL persistence, PDF/email delivery, time tracking, and an MCP automation endpoint.
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**Repository:** [git.soconnor.dev/soconnor/beenvoice-web](https://git.soconnor.dev/soconnor/beenvoice-web)
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**Architecture:** [docs/ARCHITECTURE.md](./docs/ARCHITECTURE.md)
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**Mobile companion:** [beenvoice-app](https://git.soconnor.dev/soconnor/beenvoice-app) (separate repo; often checked out beside this one in a workspace)
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## Stack
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| Layer | Technology |
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|-------|------------|
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| App | Next.js 16 App Router, React 19 |
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| API | tRPC 11 + SuperJSON |
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| Database | PostgreSQL 17, Drizzle ORM |
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| Auth | better-auth (email/password, optional Authentik OIDC, Expo mobile) |
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| UI | shadcn/ui, Tailwind CSS v4 |
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| Email / PDF | Resend, `@react-pdf/renderer` |
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| Runtime | Bun |
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## Features
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- Clients, businesses, invoices (line items, tax, status workflow)
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- Time clock with one running timer per user; clock-out can append invoice lines
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- Expenses, payments, recurring invoices, invoice templates
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- PDF export and email delivery (Resend)
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- Public invoice links (`/i/[token]`)
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- CSV import, reports, platform branding / admin settings
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- MCP API (`/api/mcp`) for automation via API keys (`bv_…`)
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- Optional Authentik OIDC SSO
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## Prerequisites
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- [Bun](https://bun.sh) 1.x
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- Docker & Docker Compose (for PostgreSQL locally or full-stack deploy)
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- Git
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## Local development
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### 1. Clone and install
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```bash
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git clone https://git.soconnor.dev/soconnor/beenvoice-web.git
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cd beenvoice-web
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bun install
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```
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### 2. Environment
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```bash
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cp .env.example .env.local
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```
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Edit `.env.local` for local dev. Minimum:
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```env
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DATABASE_URL=postgres://postgres:postgres@localhost:5432/postgres
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DB_DISABLE_SSL=true
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AUTH_SECRET=your-dev-secret # openssl rand -base64 32
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BETTER_AUTH_URL=http://localhost:3000
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NEXT_PUBLIC_APP_URL=http://localhost:3000
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```
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Email and SSO are optional for local work — leave `RESEND_*` and `AUTHENTIK_*` blank unless you need them.
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### 3. Database
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Start Postgres (dev compose exposes port 5432):
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```bash
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docker compose -f docker-compose.dev.yml up -d
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```
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After a fresh volume (`docker compose down -v`), Postgres starts empty — you must apply schema before registering or signing in.
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Apply schema (pick one):
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```bash
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bun run db:push # fast iteration during development
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# bun run db:migrate # same migrations the Docker image runs in production
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```
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### 4. Run
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```bash
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bun run dev
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```
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Open [http://localhost:3000](http://localhost:3000), register at `/auth/register`, then sign in.
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## Docker deployment (app + database)
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The production compose file runs the Next.js app and PostgreSQL.
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**Container startup** runs `bun migrate.ts && bun run start` (see `Dockerfile`). Drizzle only applies **pending** migrations — safe to run on every restart; already-applied migrations are skipped.
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The Docker **build** runs `next build` on **Node 22** (Bun can crash on Linux arm64 during the page-data worker phase). The **runtime** image still uses Bun for migrations and `next start`. `docker-compose.yml` does not set container memory or CPU limits — containers can use whatever the Docker host provides.
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### 1. Configure
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```bash
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cp .env.example .env
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```
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Set at least:
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```env
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AUTH_SECRET=<openssl rand -base64 32>
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BETTER_AUTH_URL=https://your-public-hostname
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NEXT_PUBLIC_APP_URL=https://your-public-hostname
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```
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`BETTER_AUTH_URL` and `NEXT_PUBLIC_APP_URL` must match the URL users actually use in the browser (scheme + host + port). If they point at `localhost` but you access the app via another hostname, sign-up and sign-in will fail (often with a vague **"REQUIRED"** toast).
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`NEXT_PUBLIC_*` values are embedded at **image build** time. Rebuild after changing `NEXT_PUBLIC_APP_URL`, white-label defaults, or `NEXT_PUBLIC_AUTHENTIK_ENABLED`:
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```bash
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docker compose build --no-cache app
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```
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`BETTER_AUTH_URL` and `AUTH_SECRET` are read at **container runtime** from `.env` — you can change them without rebuilding, then restart the app container.
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### 2. First start (or after code changes)
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```bash
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docker compose up -d --build
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```
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`--build` is important. A plain `docker compose up -d` reuses the existing image and **does not** pick up new code from `git pull`.
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App listens on `${WEB_PORT:-${PORT:-3000}}` on the host (container port is always 3000). Postgres stays on the internal compose network.
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### 3. Updating an existing deploy
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```bash
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git pull
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docker compose up -d --build # rebuild image, restart app, run any new migrations
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```
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| Command | New code? | Migrations run? |
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|---------|-----------|-----------------|
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| `git pull` only | No | No |
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| `docker compose up -d` (no `--build`) | No — old image | Only if the app container restarts (same image) |
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| `docker compose up -d --build` | Yes | Yes — on app container start |
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| `docker compose restart app` | No | Yes — migrate runs again (no-op if up to date) |
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To verify migration files match the journal before deploy: `bun run db:verify-journal`.
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### 4. Sign-ups
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Registration is **enabled** by default. To block new email/password accounts:
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```env
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DISABLE_SIGNUPS=true
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```
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Use the literal strings `true` or `false` (or omit the variable). Do not rely on bare boolean coercion from shell/compose — the app parses these explicitly.
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### 5. Optional services
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| Variable | Purpose |
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|----------|---------|
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| `RESEND_API_KEY`, `RESEND_DOMAIN` | Invoice and password-reset email |
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| `AUTHENTIK_ISSUER`, `AUTHENTIK_CLIENT_ID`, `AUTHENTIK_CLIENT_SECRET` | OIDC SSO (also set `NEXT_PUBLIC_AUTHENTIK_ENABLED=true` and rebuild) |
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| `CRON_SECRET` | Protects `/api/cron/generate-recurring` |
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| `DISABLE_SIGNUPS=true` | Block new registrations |
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## Project structure
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```
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beenvoice-web/
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├── src/app/ # Routes (dashboard, auth, /api/*)
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├── src/server/api/ # tRPC routers
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├── src/server/db/ # Drizzle schema, pool, migrate.ts
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├── src/components/ # UI (ui/, forms/, layout/, branding/)
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├── src/lib/ # auth, PDF, email, branding helpers
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├── drizzle/ # SQL migrations
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├── Dockerfile # Production image (migrate + next start)
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├── docker-compose.yml # App + Postgres (deploy)
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├── docker-compose.dev.yml # Postgres only (local dev)
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└── docs/ # Architecture and UI guides
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```
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See [docs/ARCHITECTURE.md](./docs/ARCHITECTURE.md) for routers, schema, auth flows, and MCP.
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## Scripts
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```bash
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# App
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bun run dev # next dev --turbo
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bun run build # production build
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bun run start # next start
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bun run check # eslint + tsc
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# Database
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bun run db:push # push schema (local dev)
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bun run db:migrate # run drizzle migrations
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bun run db:generate # generate new migration SQL
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bun run db:studio # Drizzle Studio
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# Formatting
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bun run lint
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bun run lint:fix
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bun run format:write
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bun run typecheck
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# Docker helpers (Postgres only — uses Colima on macOS)
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bun run docker:up # colima start + docker-compose.dev.yml up -d
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bun run docker:down # stop dev Postgres + colima
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```
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Full-stack deploy uses `docker compose up` (see [Docker deployment](#docker-deployment-app--database)), not `bun run docker:up`.
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## API surface
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| Endpoint | Auth | Purpose |
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|----------|------|---------|
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| `/api/trpc` | Session cookie or API key | Primary API (web + mobile) |
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| `/api/auth/*` | Varies | better-auth + custom register/reset REST |
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| `/api/mcp` | API key only | JSON-RPC automation tools |
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| `/i/[token]` | Public token | Client invoice view |
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| `/api/i/[token]/pdf` | Public token | Invoice PDF download |
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Business logic lives in `src/server/api/routers/` with Zod validation.
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## Customization
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- **Runtime branding:** Dashboard → Administration (platform settings)
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- **Build-time defaults:** `NEXT_PUBLIC_BRAND_*` in `.env` (rebuild Docker image to apply)
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- **Theme / fonts:** `src/styles/globals.css`, appearance settings in the app
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- **Logo component:** `src/components/branding/logo.tsx`
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## Documentation
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| Doc | Contents |
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|-----|----------|
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| [docs/ARCHITECTURE.md](./docs/ARCHITECTURE.md) | Stack, routers, schema, auth, Docker, MCP |
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| [docs/README.md](./docs/README.md) | Index of UI and product guides |
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| [AGENTS.md](./AGENTS.md) | Conventions for AI-assisted development |
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## License
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MIT — see [LICENSE](LICENSE).
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