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beenvoice-web/README.md
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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

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![beenvoice Logo](public/beenvoice-logo.png)
# beenvoice-web
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.
**Repository:** [git.soconnor.dev/soconnor/beenvoice-web](https://git.soconnor.dev/soconnor/beenvoice-web)
**Architecture:** [docs/ARCHITECTURE.md](./docs/ARCHITECTURE.md)
**Mobile companion:** [beenvoice-app](https://git.soconnor.dev/soconnor/beenvoice-app) (separate repo; often checked out beside this one in a workspace)
## Stack
| Layer | Technology |
|-------|------------|
| App | Next.js 16 App Router, React 19 |
| API | tRPC 11 + SuperJSON |
| Database | PostgreSQL 17, Drizzle ORM |
| Auth | better-auth (email/password, optional Authentik OIDC, Expo mobile) |
| UI | shadcn/ui, Tailwind CSS v4 |
| Email / PDF | Resend, `@react-pdf/renderer` |
| Runtime | Bun |
## Features
- Clients, businesses, invoices (line items, tax, status workflow)
- Time clock with one running timer per user; clock-out can append invoice lines
- Expenses, payments, recurring invoices, invoice templates
- PDF export and email delivery (Resend)
- Public invoice links (`/i/[token]`)
- CSV import, reports, platform branding / admin settings
- MCP API (`/api/mcp`) for automation via API keys (`bv_…`)
- Optional Authentik OIDC SSO
## Prerequisites
- [Bun](https://bun.sh) 1.x
- Docker & Docker Compose (for PostgreSQL locally or full-stack deploy)
- Git
## Local development
### 1. Clone and install
```bash
git clone https://git.soconnor.dev/soconnor/beenvoice-web.git
cd beenvoice-web
bun install
```
### 2. Environment
```bash
cp .env.example .env.local
```
Edit `.env.local` for local dev. Minimum:
```env
DATABASE_URL=postgres://postgres:postgres@localhost:5432/postgres
DB_DISABLE_SSL=true
AUTH_SECRET=your-dev-secret # openssl rand -base64 32
BETTER_AUTH_URL=http://localhost:3000
NEXT_PUBLIC_APP_URL=http://localhost:3000
```
Email and SSO are optional for local work — leave `RESEND_*` and `AUTHENTIK_*` blank unless you need them.
### 3. Database
Start Postgres (dev compose exposes port 5432):
```bash
docker compose -f docker-compose.dev.yml up -d
```
Apply schema (pick one):
```bash
bun run db:push # fast iteration during development
# bun run db:migrate # same migrations the Docker image runs in production
```
### 4. Run
```bash
bun run dev
```
Open [http://localhost:3000](http://localhost:3000), register at `/auth/register`, then sign in.
## Docker deployment (app + database)
The production compose file runs the Next.js app and PostgreSQL. Migrations run automatically on container start (`bun migrate.ts` in the image `CMD`).
### 1. Configure
```bash
cp .env.example .env
```
Set at least:
```env
AUTH_SECRET=<openssl rand -base64 32>
BETTER_AUTH_URL=https://your-public-hostname
NEXT_PUBLIC_APP_URL=https://your-public-hostname
```
`BETTER_AUTH_URL` and `NEXT_PUBLIC_APP_URL` must match the URL users actually use in the browser. If they point at `localhost` but you access the app via another hostname, auth (sign-in / sign-up) will fail.
`NEXT_PUBLIC_*` values are embedded at **image build** time. Rebuild after changing white-label or Authentik client flags:
```bash
docker compose build --no-cache app
```
### 2. Start
```bash
docker compose up -d --build
```
App listens on `${WEB_PORT:-3000}`. Postgres stays on the internal compose network.
### 3. Sign-ups
Registration is **enabled** by default. To block new email/password accounts:
```env
DISABLE_SIGNUPS=true
```
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.
### 4. Optional services
| Variable | Purpose |
|----------|---------|
| `RESEND_API_KEY`, `RESEND_DOMAIN` | Invoice and password-reset email |
| `AUTHENTIK_ISSUER`, `AUTHENTIK_CLIENT_ID`, `AUTHENTIK_CLIENT_SECRET` | OIDC SSO (also set `NEXT_PUBLIC_AUTHENTIK_ENABLED=true` and rebuild) |
| `CRON_SECRET` | Protects `/api/cron/generate-recurring` |
| `DISABLE_SIGNUPS=true` | Block new registrations |
## Project structure
```
beenvoice-web/
├── src/app/ # Routes (dashboard, auth, /api/*)
├── src/server/api/ # tRPC routers
├── src/server/db/ # Drizzle schema, pool, migrate.ts
├── src/components/ # UI (ui/, forms/, layout/, branding/)
├── src/lib/ # auth, PDF, email, branding helpers
├── drizzle/ # SQL migrations
├── Dockerfile # Production image (migrate + next start)
├── docker-compose.yml # App + Postgres (deploy)
├── docker-compose.dev.yml # Postgres only (local dev)
└── docs/ # Architecture and UI guides
```
See [docs/ARCHITECTURE.md](./docs/ARCHITECTURE.md) for routers, schema, auth flows, and MCP.
## Scripts
```bash
# App
bun run dev # next dev --turbo
bun run build # production build
bun run start # next start
bun run check # eslint + tsc
# Database
bun run db:push # push schema (local dev)
bun run db:migrate # run drizzle migrations
bun run db:generate # generate new migration SQL
bun run db:studio # Drizzle Studio
# Formatting
bun run lint
bun run lint:fix
bun run format:write
bun run typecheck
# Docker helpers (Postgres only — uses Colima on macOS)
bun run docker:up # colima start + docker-compose.dev.yml up -d
bun run docker:down # stop dev Postgres + colima
```
Full-stack deploy uses `docker compose up` (see [Docker deployment](#docker-deployment-app--database)), not `bun run docker:up`.
## API surface
| Endpoint | Auth | Purpose |
|----------|------|---------|
| `/api/trpc` | Session cookie or API key | Primary API (web + mobile) |
| `/api/auth/*` | Varies | better-auth + custom register/reset REST |
| `/api/mcp` | API key only | JSON-RPC automation tools |
| `/i/[token]` | Public token | Client invoice view |
| `/api/i/[token]/pdf` | Public token | Invoice PDF download |
Business logic lives in `src/server/api/routers/` with Zod validation.
## Customization
- **Runtime branding:** Dashboard → Administration (platform settings)
- **Build-time defaults:** `NEXT_PUBLIC_BRAND_*` in `.env` (rebuild Docker image to apply)
- **Theme / fonts:** `src/styles/globals.css`, appearance settings in the app
- **Logo component:** `src/components/branding/logo.tsx`
## Documentation
| Doc | Contents |
|-----|----------|
| [docs/ARCHITECTURE.md](./docs/ARCHITECTURE.md) | Stack, routers, schema, auth, Docker, MCP |
| [docs/README.md](./docs/README.md) | Index of UI and product guides |
| [AGENTS.md](./AGENTS.md) | Conventions for AI-assisted development |
## License
MIT — see [LICENSE](LICENSE).