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v0.2.0

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@sarequl sarequl released this 20 Oct 17:10
v0.2.0
95ab8d1

Email invoices to clients

  • Send on a draft now opens a dialog with the recipient, subject and message prefilled from the invoice's contact. One click numbers the invoice and emails it, with a "View invoice" button to the public link. Untick "Email it to the client" to mark as sent and share the link yourself, same as before.
  • Resend and remind. Sent invoices get an Email button, which becomes Remind once overdue with a reminder subject and message. All text is editable before it goes out.
  • Reply-To is your business email from Settings → Invoicing, so client replies land with you. Falls back to your account email if that's empty. "Send me a copy" CCs you.
  • Tracking. The Payment card shows who the invoice was emailed to, when, and how many times. The contact's and deal's timelines get an entry too.
  • Safe failures. If the email bounces at Resend, the invoice still gets its number and status, and the page tells you why so you can retry.

Needs RESEND_API_KEY; without it the email option is disabled with a hint and nothing else changes.

Updating

Button deployments: run Update from upstream in your copy's Actions tab (or the one-time script in the README if you haven't yet). The push runs migration 0013. Hand deployments: git pull && pnpm run deploy.

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v0.1.0

v0.1.0

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@sarequl sarequl released this 20 Oct 14:21
v0.1.0
eb3af3d

First public release of Clientflare: a free, self-hosted CRM and invoicing app for freelancers and small agencies, running on your own Cloudflare account.

What's in it

  • Contacts and companies with tags, custom fields, CSV import/export and a timeline of notes, calls, meetings and changes
  • Deals on a drag-and-drop pipeline with win/loss tracking and a table view
  • Tasks with due dates and a morning digest email
  • Invoices from draft to sent to paid, four templates with an accent colour, a public printable link, revisions after sending; paid invoices become income automatically
  • Personal finance: income, expenses, set-aside rules and payouts, per currency, private to each user
  • Client portal with magic-link access to invoices, shared notes and files
  • Workspaces with owner/admin/member roles and email invites; several businesses on one install
  • Instance settings for the first account: invite-only signup, who may create workspaces, optional email verification
  • MCP server at /api/mcp with personal API tokens, so Claude, Cursor or any MCP client can work the CRM
  • Light and dark themes, keyboard search, quick-add as a phone home-screen app

Deploy

One click with the Deploy to Cloudflare button in the README, or pnpm run deploy by hand. D1 and R2 are provisioned on first deploy; APP_URL is derived from the request. Button copies update with scripts/update-from-upstream.sh the first time and the bundled "Update from upstream" workflow after that.

Licence

AGPL-3.0.

https://claude.ai/code/session_01N8JWiaBAA7JpkuXnz3VeEe

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