Commit Graph
26 Commits
Author SHA1 Message Date
soconnor 29d7b498ae Add business logo branding support 2026-08-14 16:26:43 -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
soconnor b9a9b813d2 add receipts support 2026-06-26 23:07:43 -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 158b9416bf Fix Docker signup and document deploy, migrate, and rebuild flow.
Use FormData and server-side sign-in after register, trust proxy origins for reverse-proxy deploys, pass public URL build args in Docker, and clarify that git pull plus up -d --build is required to ship code and run pending migrations.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-06-26 01:06:10 -04:00
soconnorandCursor af1f4a5721 Fix signup by using better-auth signUp and clearer register errors.
Route web registration through authClient.signUp.email, set explicit better-auth baseURL/secret for Docker, and harden the mobile register API with safeParse and readable validation messages.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-06-26 00:00:29 -04:00
soconnorandCursor 5019a7597d Expose public auth capabilities endpoint for mobile SSO detection.
Returns whether Authentik and signups are enabled so the app can show the right
sign-in options per instance at runtime.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-06-18 02:27:31 -04:00
soconnor 190fbd433b fix: sort chronologically 2026-06-12 00:11:00 -04:00
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
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 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 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
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
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 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
soconnor 3ebec7aa4a refactor: migrate authentication system and update Drizzle schema. 2025-11-29 02:26:26 -05:00
soconnor 2a4f78a762 Theme overhaul - missing files 2025-07-31 18:37:45 -04:00
soconnor 2d217fab47 feat: implement complete invoicing application with CSV import and PDF export
- Add comprehensive CSV import system with drag-and-drop upload and validation
- Create UniversalTable component with advanced filtering, searching, and batch actions
- Implement invoice management (view, edit, delete) with professional PDF export
- Add client management with full CRUD operations
- Set up authentication with NextAuth.js and email/password login
- Configure database schema with users, clients, invoices, and invoice_items tables
- Build responsive UI with shadcn/ui components and emerald branding
- Add type-safe API layer with tRPC and Zod validation
- Include proper error handling and user feedback with toast notifications
- Set up development environment with Bun, TypeScript, and Tailwind CSS
2025-07-10 04:07:19 -04:00