Commit Graph
45 Commits
Author SHA1 Message Date
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 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 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
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 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
soconnor 302f3cb3f5 feat: add oidc support with authentik 2026-01-14 02:33:20 -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
soconnor e27877c477 fix: Ensure color theme syncs correctly by updating useEffect dependencies, refactor email base URL assignment, and add baseline-browser-mapping dependency. 2025-11-29 03:16:46 -05:00
soconnor 03579bc625 feat: Implement database persistence and synchronization for user theme preferences 2025-11-29 03:08:10 -05:00
soconnor a1c7b9223f feat: Remove Vercel Analytics, generalize deployment instructions, and switch base URL configuration to NEXT_PUBLIC_APP_URL. 2025-11-29 02:52:10 -05:00
soconnor 3ebec7aa4a refactor: migrate authentication system and update Drizzle schema. 2025-11-29 02:26:26 -05:00
soconnor a270f6c1e5 Add user-controlled animation preferences and reduce motion support
- Persist prefersReducedMotion and animationSpeedMultiplier in user
profile - Provide UI controls to toggle reduce motion and adjust
animation speed globally - Centralize animation preferences via provider
and useAnimationPreferences hook - Apply preferences to charts’
animations (duration, enabled/disabled) - Inline script in layout to
apply preferences early and avoid FOUC - Update CSS to respect user
preference with reduced motion overrides and variable animation speeds
2025-08-11 17:54:53 -04:00
soconnor 46767ca7e2 Improve input validation and data sanitization
The changes add consistent string trimming, better null handling, and
improved validation logic across the business and client forms.
2025-08-11 02:48:24 -04:00
soconnor a680f89a46 Add business nickname support across app and API 2025-08-11 01:50:20 -04:00
soconnor d9515f7723 Make hourly rate optional for clients and invoices 2025-07-31 19:11:20 -04:00
soconnor acc8731e09 Add confirmation dialog before sending invoice email
The commit adds a confirmation dialog when sending invoices, improves
error handling with retries, and refines email-related UI text.
2025-07-29 20:15:40 -04:00
soconnor 9370d5c935 Build fixes, email preview system 2025-07-29 19:45:38 -04:00
soconnor 3ac6e4d5b8 Update Next.js to version 15.4.2 and refactor invoice pages
- Upgrade Next.js and related packages for improved performance and security
- Refactor invoice-related pages to streamline navigation and enhance user experience
- Consolidate invoice editing and viewing functionality into a single page
- Remove deprecated edit page and implement a new view page for invoices
- Update links and routing for consistency across the dashboard
2025-07-18 20:18:43 -04:00
soconnor 5f02bc1ff3 Refactor import page and add password change feature
This commit overhauls the invoice import UI and adds password
management. The changes:

- Replace custom import UI with reusable CSVImportPage component
- Add password change functionality with validation
- Improve form styling and accessibility
- Update import instructions for simplified CSV format
- Add client selection and validation
2025-07-16 14:40:15 -04:00
soconnor 61733979cb Add default hourly rate to client model
The changes add a new defaultHourlyRate field to clients, including form
updates and automatic rate propagation to invoices. Add default hourly
rate for clients

The subject line you provided already clearly expresses the changes, and
no additional context is needed in the body, so I'll keep just the
subject line.
2025-07-15 20:24:43 -04:00
soconnor c0279c4095 feat: enhance dashboard layout and UI components for improved responsiveness
- Introduce new 'xs' screen size in Tailwind configuration for better mobile support
- Update dashboard layout to use a cosmic gradient background for a modern look
- Refactor Quick Actions component for improved styling and layout consistency
- Add Current Open Invoice Card for quick access to ongoing invoices
- Standardize button sizes across various components for a cohesive user experience
- Implement responsive design adjustments in invoice forms and data tables

This update enhances the overall user experience by improving responsiveness and visual appeal across the dashboard and related components.
2025-07-15 03:04:10 -04:00
soconnor c9a664869c feat: improve invoice view responsiveness and settings UX
- Replace custom invoice items table with responsive DataTable component
- Fix server/client component error by creating InvoiceItemsTable client
  component
- Merge danger zone with actions sidebar and use destructive button
  variant
- Standardize button text sizing across all action buttons
- Remove false claims from homepage (testimonials, ratings, fake user
  counts)
- Focus homepage messaging on freelancers with honest feature
  descriptions
- Fix dark mode support throughout app by replacing hard-coded colors
  with semantic classes
- Remove aggressive red styling from settings, add subtle red accents
  only
- Align import/export buttons and improve delete confirmation UX
- Update dark mode background to have subtle green tint instead of pure
  black
- Fix HTML nesting error in AlertDialog by using div instead of nested p
  tags

This update makes the invoice view properly responsive, removes
misleading marketing claims, and ensures consistent dark mode support
across the entire application.
2025-07-15 02:35:55 -04:00
soconnor f331136090 feat: polish invoice editor and viewer UI with custom NumberInput
component

- Create custom NumberInput component with increment/decrement buttons
- Add 0.25 step increments for hours and rates in invoice forms
- Implement emerald-themed styling with hover states and accessibility
- Add keyboard navigation (arrow keys) and proper ARIA support
- Condense invoice editor tax/totals section into efficient grid layout
- Update client dropdown to single-line format (name + email)
- Add fixed footer with floating action bar pattern matching business
  forms
- Redesign invoice viewer with better space utilization and visual
  hierarchy
- Maintain professional appearance and consistent design system
- Fix Next.js 15 params Promise handling across all invoice pages
- Resolve TypeScript compilation errors and type-only imports
2025-07-15 00:29:02 -04:00
soconnor 07f190bce2 Add settings page, port to turso 2025-07-12 20:10:39 -04:00
soconnor a1b40e7a9c Add Turso/Vercel deployment configuration
- Updated database connection to support Turso auth token
- Added vercel.json with bun build configuration
- Updated environment schema for production deployment
- Added new features and components for production readiness
2025-07-12 01:42:43 -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