Files
beenvoice/README.md
T
Claude 563d77ba65 Update README and improve mobile responsiveness for invoicing UI
- README: fix auth (better-auth), database (PostgreSQL), env vars,
  Docker setup, and feature list to reflect actual implementation
- InvoicesDataTable: show status badge + amount inline on mobile
  (previously hidden behind sm: breakpoint, leaving mobile users
  with no financial or status info at a glance)
- InvoiceItemsTable: hide Date/Hours/Rate columns on mobile and
  fold that info into the Description cell as secondary text
- invoice-view.tsx header card: wrap to column layout on mobile
  so status/amount/button don't overflow narrow screens; also
  improve item rows to show date, hours, and rate as subtext

https://claude.ai/code/session_012sqEgNQpx676isepeoX4Mi
2026-04-05 01:53:15 +00:00

335 lines
10 KiB
Markdown

![beenvoice Logo](public/beenvoice-logo.png)
# beenvoice - Invoicing Made Simple
A modern, professional invoicing application built for freelancers and small businesses. beenvoice provides a clean, efficient way to manage clients and create professional invoices with ease.
![beenvoice Logo](https://img.shields.io/badge/beenvoice-Invoicing%20Made%20Simple-green?style=for-the-badge)
## ✨ Features
- **🔐 Secure Authentication** - Email/password registration and sign-in with better-auth, plus SSO via Authentik OIDC
- **👥 Client Management** - Create, edit, and manage client information
- **🏢 Business Profiles** - Manage your business details, logo, and email settings
- **📄 Professional Invoices** - Generate detailed invoices with line items
- **📅 Timesheet View** - Calendar-based time entry with month and week views
- **📧 Email Delivery** - Send invoices via email using Resend
- **📥 PDF Export** - Download invoices as professional PDFs
- **📊 CSV Import** - Bulk import invoice data from CSV files
- **💰 Flexible Pricing** - Set custom rates and calculate totals automatically
- **📱 Responsive Design** - Works seamlessly on desktop, tablet, and mobile
- **🎨 Modern UI** - Clean, professional interface built with shadcn/ui
- **⚡ Type-Safe** - Full TypeScript support with tRPC for API calls
- **💾 PostgreSQL Database** - Robust relational database with Drizzle ORM
## 🚀 Tech Stack
- **Frontend**: Next.js 16 with App Router
- **Backend**: tRPC for type-safe API calls
- **Database**: Drizzle ORM with PostgreSQL
- **Authentication**: better-auth with email/password and Authentik OIDC SSO
- **UI Components**: shadcn/ui with Tailwind CSS v4
- **Email**: Resend for transactional email delivery
- **PDF**: @react-pdf/renderer for invoice PDF generation
- **Package Manager**: Bun
## 📦 Installation
### Prerequisites
- Node.js 18+ or Bun
- Docker & Docker Compose (for local PostgreSQL)
- Git
### Quick Start
1. **Clone the repository**
```bash
git clone https://github.com/yourusername/beenvoice.git
cd beenvoice
```
2. **Install dependencies**
```bash
bun install
```
3. **Set up environment variables**
```bash
cp .env.example .env.local
```
Edit `.env.local` and add your configuration:
```env
# Database
DATABASE_URL="postgresql://postgres:password@localhost:5432/beenvoice"
DB_DISABLE_SSL="true"
# Authentication
AUTH_SECRET="your-secret-key-here"
BETTER_AUTH_URL="http://localhost:3000"
# Application
NEXT_PUBLIC_APP_URL="http://localhost:3000"
NODE_ENV="development"
# Email (optional for local dev)
RESEND_API_KEY="your-resend-api-key"
RESEND_DOMAIN="yourdomain.com"
```
4. **Start the database**
```bash
docker-compose up -d
```
5. **Push the database schema**
```bash
bun run db:push
```
6. **Start the development server**
```bash
bun run dev
```
7. **Open your browser**
Navigate to [http://localhost:3000](http://localhost:3000)
## 🏗️ Project Structure
```
beenvoice/
├── src/
│ ├── app/ # Next.js App Router pages
│ │ ├── api/ # API routes (better-auth, tRPC)
│ │ ├── auth/ # Authentication pages
│ │ ├── dashboard/ # Main app pages
│ │ │ ├── clients/ # Client management pages
│ │ │ ├── invoices/ # Invoice management pages
│ │ │ └── businesses/ # Business profile pages
│ │ └── _components/ # Page-specific components
│ ├── components/ # Shared UI components
│ │ ├── ui/ # shadcn/ui components
│ │ ├── data/ # Data display components
│ │ ├── forms/ # Form components
│ │ └── layout/ # Layout components
│ ├── server/ # Server-side code
│ │ ├── api/ # tRPC routers
│ │ └── db/ # Database schema and connection
│ ├── lib/ # Utilities (auth, pdf export, etc.)
│ ├── styles/ # Global styles
│ └── trpc/ # tRPC client configuration
├── drizzle/ # Database migrations
├── public/ # Static assets
├── docs/ # Documentation
└── docker-compose.yml # Local PostgreSQL setup
```
## 🎯 Usage
### Getting Started
1. **Register an Account**
- Visit the sign-up page
- Enter your name, email, and password
2. **Set Up Your Business**
- Navigate to Business Settings
- Add your business name, contact info, and logo
- Configure email settings for invoice delivery (Resend API key + domain)
3. **Add Your First Client**
- Navigate to the Clients page
- Click "Add New Client"
- Fill in client details (name, email, phone, address)
4. **Create an Invoice**
- Go to the Invoices page
- Click "Create New Invoice"
- Select a client and optionally a business profile
- Add line items with descriptions, dates, hours, and rates
- Use the Timesheet tab for calendar-based time entry
- Save and send or download as PDF
### Features Overview
#### Client Management
- Create and edit client profiles
- Store contact information and addresses
- Set default hourly rates per client
- Search and filter client list
#### Invoice Creation
- Select from existing clients and business profiles
- Add multiple line items with drag-and-drop reordering
- Set custom rates per item
- Automatic total calculations with configurable tax rate
- Timesheet calendar view for date-based time tracking
- Professional invoice formatting
#### Invoice Delivery
- Send invoices via email directly from the app
- Rich text email composer with preview
- Resend and re-deliver sent invoices
- Track invoice status: Draft → Sent → Paid (+ Overdue)
#### User Interface
- Clean, modern design
- Fully responsive — desktop, tablet, and mobile
- Intuitive navigation with breadcrumbs
- Toast notifications for feedback
- Dark mode support
## 🔧 Development
### Available Scripts
```bash
# Development
bun run dev # Start development server (Turbo)
bun run build # Build for production
bun run start # Start production server
# Database
bun run db:push # Push schema changes to database
bun run db:migrate # Run migrations
bun run db:studio # Open Drizzle Studio
bun run db:generate # Generate new migration
# Docker
bun run docker:up # Start local PostgreSQL via Docker
bun run docker:down # Stop Docker services
# Code Quality
bun run lint # Run ESLint
bun run lint:fix # Fix ESLint issues
bun run format:write # Format code with Prettier
bun run typecheck # Run TypeScript type checking
```
### Database Schema
The application uses the following core tables:
- **users** - User accounts and authentication
- **sessions** - Active user sessions
- **clients** - Client information and contact details
- **businesses** - Business profiles with email/logo settings
- **invoices** - Invoice headers with client and business relationships
- **invoice_items** - Individual line items with pricing and position ordering
### API Development
All API endpoints are built with tRPC for type safety:
- **Authentication**: better-auth integration (email/password + OIDC)
- **Clients**: CRUD operations for client management
- **Businesses**: Business profile management
- **Invoices**: Invoice creation, management, and status tracking
- **Validation**: Zod schemas for input validation
## 🎨 Customization
### Styling
The app uses Tailwind CSS v4 with a custom design system:
- **Primary Color**: Green (#16a34a)
- **Font**: Geist for professional typography
- **Components**: shadcn/ui component library
- **Spacing**: 4px grid system
### Branding
Update the logo and colors in:
- `src/components/logo.tsx` - Main logo component
- `src/styles/globals.css` - Color variables
- `src/app/layout.tsx` - Font configuration
## 🚀 Deployment
You can deploy this application to any platform that supports Next.js and PostgreSQL (Docker, Coolify, Railway, etc.).
1. **Build the application:**
```bash
bun run build
```
2. **Set up production environment variables** (see `.env.local` example above, adjusting URLs and secrets for production)
3. **Run database migrations:**
```bash
bun run db:push
```
4. **Start the server:**
```bash
bun start
```
### Environment Variables
Required for production:
```env
DATABASE_URL="postgresql://user:password@host:5432/dbname"
AUTH_SECRET="your-long-random-secret"
BETTER_AUTH_URL="https://your-domain.com"
NEXT_PUBLIC_APP_URL="https://your-domain.com"
NODE_ENV="production"
# Email (required for invoice sending)
RESEND_API_KEY="re_xxxxxxxxxxxx"
RESEND_DOMAIN="yourdomain.com"
# Optional: Authentik SSO
AUTHENTIK_ISSUER="https://your-authentik-instance/application/o/beenvoice/"
AUTHENTIK_CLIENT_ID="your-client-id"
AUTHENTIK_CLIENT_SECRET="your-client-secret"
```
### Other Platforms
The app can be deployed to any platform that supports Next.js:
- **Coolify**: Deploy with Docker Compose support
- **Railway**: Connect your GitHub repository (includes managed PostgreSQL)
- **DigitalOcean App Platform**: Deploy with automatic scaling
## 🤝 Contributing
1. Fork the repository
2. Create a feature branch (`git checkout -b feature/amazing-feature`)
3. Commit your changes (`git commit -m 'Add amazing feature'`)
4. Push to the branch (`git push origin feature/amazing-feature`)
5. Open a Pull Request
### Development Guidelines
- Follow TypeScript best practices
- Use shadcn/ui components for consistency
- Implement proper error handling
- Follow the existing code style (Prettier + ESLint configs provided)
## 📄 License
This project is licensed under the MIT License - see the [LICENSE](LICENSE) file for details.
## 🙏 Acknowledgments
- [T3 Stack](https://create.t3.gg/) for the excellent development stack
- [shadcn/ui](https://ui.shadcn.com/) for beautiful UI components
- [better-auth](https://www.better-auth.com/) for modern authentication
- [Drizzle ORM](https://orm.drizzle.team/) for database management
- [Resend](https://resend.com/) for reliable email delivery
## 📞 Support
- **Issues**: [GitHub Issues](https://github.com/yourusername/beenvoice/issues)
- **Discussions**: [GitHub Discussions](https://github.com/yourusername/beenvoice/discussions)
---
Built for freelancers and small businesses who deserve better invoicing tools.