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v0.2.0

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@SafetyMP SafetyMP released this 08 Jul 03:15
· 38 commits to main since this release

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