RodBooks

AI-first books for creators. Paste a brand brief and get bullets. Paste a contract and get redlines. Let coach mode review your week and tell you what to do next. Snap a receipt photo and the bill fills itself in. RodBooks puts an AI co-pilot on top of a full QuickBooks-style ledger — brand deals, invoices, mileage, taxes, banking — so most of the bookkeeping runs itself.

Runs entirely in the browser. Deploys to GitHub Pages. Desktop + mobile.

Why

Creator-business books live in a sprawling spreadsheet: brand, fee, contract link, brief, draft due, post date, invoice, paid/unpaid, partner fee %, deliverables, exclusivity windows. RodBooks reframes that as an AI-co-piloted app:

AI surfaces (need an LLM key in Settings → Connect):

• Brief summarizer — paste a brand brief; get the brand+deliverable, key dates, mandatory talking points, exclusivity/usage/kill-fee, and open questions to clarify.
• AI deal grader — paste a deal; get a letter grade (A–F), 5 specific red flags + redlines, and a one-line next-round ask, benchmarked against your history.
• AI contract redline — paste a contract; get a risk score and 5 redlined bullet flags. Heuristic regex flagger runs even without a key.
• Coach mode — looks at your last 7 days (cash collected, new deals, overdue invoices, top brands, concentration) and gives 5 specific next-week moves.

Always-on AI helpers:

• Receipt OCR — snap a photo, tesseract.js extracts vendor / amount / date and pre-fills the bill.
• Natural-language quick add — n then Lumira AI $1500 video due May 15 paid → parsed deal.
• Sponsorship inbox — paste a brand outreach email; we extract brand, fee, timing and queue it as a draft lead.
• Smart fee suggestion — when you pick a brand+service, the form surfaces median accepted fee from your history.
• Vendor → category memory — bills auto-categorize after a few examples.
• Anomaly detection — automation engine flags single-bill outliers (>5× median) and monthly spend spikes (>2× trailing-3-month avg).
• Smart paid-date inference — in the Banking view, confirming a transaction match against an unpaid deal auto-marks it paid with the deposit's date and txn id. (There's no blind passive matcher — a bank row has to be present.)

Built on a full QuickBooks-style ledger:

• Brand Deals — the heart of the app. Fields match what creators actually track (service vs. post date, draft due, contract/brief/draft URLs, partner-fee %, paid status). Each deal has a visual lifecycle tracker: Contract → Brief → Draft due → Draft sent → Service → Posted → Invoiced → Paid.
• Tableau-style Dashboard — sticky filter bar (year / service / brand / status / month) cross-filters every chart. KPIs with year-over-year comparison, 24-month income vs. expenses (click a bar to drill into a month), pipeline funnel, brand-mix donut (click a slice to drill into the brand page), service mix, year×month heatmap, cycle-time histogram, top brands and top deals.
• Brand pages — drill-down for any brand: lifetime totals, 24-month trend, service mix, deal history.
• Timeline — calendar (month) and Gantt (year) views of every milestone — drafts due, service, post, invoice, paid.
• Automations — pattern-detection engine that proposes rules based on your data: flag overdue invoices, generate this month's recurring bills, tag repeat brands as Tier 1, draft reminders, backfill invoice numbers, dormant-brand outreach, normalize service codes, tax reserve.
• Invoices — auto-numbered, printable / saveable as PDF, generated from any deal.
• Bills — recurring software, equipment, travel, meals, home-office.
• Contacts — brands, agencies, vendors, partners.
• Reports — P&L, income by brand, expenses by category, monthly profit chart, tax reserve.

Features

• 100% local-first: data stays in localStorage. Export/import JSON for backups; CSV export for any table.
• Mobile + desktop responsive. Bottom tab bar on mobile, sidebar on desktop. Installable as a PWA.
• No build step. Vanilla JS ES modules + Chart.js (CDN). Deploys directly to GitHub Pages.
• Keyboard shortcuts: n quick-add; g then d/b/t/i/e/c/a/r/s to jump (dashboard / deals / timeline / invoices / expenses / contacts / automations / reports / settings).
• Sample data seeded on first run: 6 years (2021 → today), 60 fictional brands, ~280 deals on a realistic growth curve, ~250 expenses across recurring software / equipment / travel / contractors. Seeded RNG so the demo is repeatable.

Run locally

It's a static site — open index.html directly, or:

python3 -m http.server 8000
# then visit http://localhost:8000

Deploy to GitHub Pages

The included workflow (.github/workflows/deploy.yml) deploys main automatically. Once it has run successfully:

1. Repo → Settings → Pages
2. Source: GitHub Actions

The site will be available at https://<owner>.github.io/<repo>/.

You can also serve from any static host (Netlify, Vercel, S3, Cloudflare Pages) — there's nothing to build.

Data model

All data is stored in localStorage. The default profile uses key rodbooks:v1; additional profiles use rodbooks:v1:<profile-id>. Profile metadata lives at rodbooks:profiles; the active profile id at rodbooks:activeProfile. When encryption-at-rest is enabled, the profile blob is replaced by a string of the form enc:v1:<base64(salt|iv|ciphertext)>.

For the canonical, always-up-to-date list of every collection + every settings field, see docs/ARCHITECTURE.md §3. The high-level shape:

{
  "schema": 1,
  "settings": {
    "businessName", "legalName", "email", "address",
    "taxRate", "currency", "invoicePrefix", "nextInvoiceNumber",
    "theme", "monthlyGoal", "annualGoal", "mileageRate",
    "lockHash", "state", "stateRate", "defaultTerms", "lateFeePct", "cashOnHand",
    "invoiceTemplate": { "logo", "primary", "footer", "taxId" },
    "homeOffice": { "sqft", "totalSqft", "monthlyUtilities" },
    "connect": {
      "plaid": { "clientId", "secret", "env" },
      "stripe": { "publishableKey", "secretKey" },
      "dropboxSign": { "apiKey" },
      "llm": { "provider", "apiKey", "model" }
    }
  },
  "deals": [ /* see ARCHITECTURE.md for full field list — currency/fxRate/wireFee/withholdingPct/approvalStatus/disputes/agentId/agentPct/exclusivity/lineItems/deliverables/partials + standard fee/paid/dates/links */ ],
  "bills": [ /* { vendor, category, amount, date, paid, paidDate, payMethod, recurring, receiptUrl, notes, dealId, taxStatus } */ ],
  "contacts": [ /* { name, company, type, email, phone, notes, tags, wikiMd, defaultRates, audience, testimonials, emailLog, confidential } */ ],
  "invoices": [], "mileage": [], "activity": [], "snapshots": [],
  "taxPayments": [], "contractTemplates": [], "outreachTemplates": [],
  "vendorRules": [], "dealTemplates": [], "agents": [],
  "accounts": [], "transactions": [], "affiliates": [], "affiliateEntries": [],
  "tips": [], "assets": [], "csvMappings": [], "salesTax": [], "reportPresets": []
}

Use Settings → Export JSON for a full backup. Import JSON restores it (after a confirmation dialog). Snapshots keep up to 20 in-app restore points.

Service-type codes

The deal svc field uses the same shorthand the spreadsheet did:

Code	Meaning
v	Video
p	Post
p prep / postp	Pre/Post-post variant
qrt / rt / qrt rt	Quote / Repost / both
c+L	Comment + Like
incentive	Incentive only
x	Other / cancelled

Roadmap ideas

• Multi-currency conversion
• Recurring invoice generation
• Mileage tracker
• Bank-statement CSV ingestion
• Cloud sync option (optional, with E2E encryption)