v0.5.0 — Phase 2 Complete

Phase 2 complete

Demo-ready for professional services firms. See docs/phase-2-complete.md for the full walkthrough.

Highlights

• QuickBooks OAuth — connect and push journal entries from invoices
• Reporting polish — contract/milestone columns, expense-by-category on profitability and project detail
• Xero OAuth (v0.4.0), milestone billing, expense UI v2, contract-aware profitability (v0.2–v0.4)
• Updated README, screenshots, and MVP scope

Optional env vars

XERO_CLIENT_ID, XERO_CLIENT_SECRET, QUICKBOOKS_CLIENT_ID, QUICKBOOKS_CLIENT_SECRET, AUTH_URL

v0.4.1 — Accounting manager access

Fixed

• Managers can access Settings → Accounting and edit chart of accounts
• Sidebar hides Accounting for consultants; Xero connect remains admin-only

v0.4.0 — Xero OAuth & milestone polish

Xero OAuth & milestone polish

• Xero OAuth connect/disconnect in Settings → Accounting
• Push manual journals to Xero from invoice detail
• Optional Xero account codes on chart of accounts
• Milestone contract validation and reorder controls
• Expense summary by category for managers

v0.3.0 — Expense UI v2

Expense UI v2

• Expense categories per organization
• Receipt uploads (JPG, PNG, WebP, PDF up to 5 MB)
• Manager bulk approval
• Category-aware invoice line descriptions

v0.2.0

Phase 2 billing and accounting

Added

• Contract-aware profitability: fixed-fee and retainer projects use invoice totals and remaining contract balance for revenue instead of hours × rate
• Milestone billing: Milestone model with PLANNED → READY → INVOICED workflow, project milestone UI, and milestone-based invoice generation
• Accounting export v2: configurable chart of accounts (Settings → Accounting), Xero manual journal CSV, and QuickBooks Online journal CSV formats

Changed

• Profitability rules spec updated for contract vs T&M vs milestone revenue recognition
• Project detail shows "Contract revenue" label for fixed-fee, retainer, and milestone profitability breakdown
• Journal CSV exports use organization account names from settings

Upgrade

• Run npm run db:migrate after pulling
• Re-apply RLS if you use tenant policies: psql "$DIRECT_URL" -f prisma/rls.sql
• Reseed demo data: npm run db:seed

v0.1.5

Added

• Multi-arch Docker images (linux/amd64, linux/arm64) on GHCR
• Branch protection on main (requires verify, e2e, analyze checks)

Changed

• Dependabot ignores Node Docker bumps ≥25 (stay on Node 22 LTS)

v0.1.4

Added

• CodeQL security scanning
• E2E Playwright smoke tests in CI
• Release workflow publishing Docker images to GHCR
• Expanded Dependabot (Docker base images, grouped Actions)

Changed

• GitHub Actions bumped to latest minor versions (Dependabot)

v0.1.3

Added

• Full UI design system: dark sidebar, teal accent, Inter typography, Lucide icons
• Shared components: PageHeader, StatCard, Table, Badge, EmptyState, Alert
• Mobile navigation drawer and fixed sidebar active-state logic

Changed

• Redesigned login, dashboard, and all app pages
• Regenerated README screenshots and demo GIF

v0.1.2

Added

• Docker deployment: Dockerfile, docker-compose.stack.yml, and deploy guide
• README hero demo GIF and one-command deploy quick start
• Screenshots CI workflow (release, monthly schedule, manual dispatch)
• GitHub Discussions with Q&A template
• Repository description and homepage metadata

Try it

export AUTH_SECRET="$(openssl rand -base64 32)"
docker compose -f docker-compose.stack.yml up --build -d

v0.1.1

OSS polish release.

Added

• Development guide (docs/development.md)
• README screenshots (dashboard, invoices, profitability)
• npm run screenshots capture script (uses system Chrome)