@adminide-stack/clock-tik-browser 12.0.22-alpha.1 → 12.0.22-alpha.2

package/lib/templates/content/content-manifest.json

@@ -460,6 +460,150 @@
         "sidebar_label": "Add time for others"
       }
     },
+    {
+      "contentId": "docs-books-books-overview",
+      "slug": "books-books-overview",
+      "filePath": "/content/docs/books/books-overview.md",
+      "relativePath": "docs/books/books-overview.md",
+      "categoryId": "docs",
+      "title": "Books (Accounting & Finance)",
+      "description": "",
+      "author": "Documentation",
+      "updatedAt": "Recently",
+      "frontmatter": {
+        "id": "books-overview",
+        "title": "Books (Accounting & Finance)",
+        "sidebar_label": "Books Overview"
+      }
+    },
+    {
+      "contentId": "docs-books-dashboard",
+      "slug": "books-dashboard",
+      "filePath": "/content/docs/books/dashboard.md",
+      "relativePath": "docs/books/dashboard.md",
+      "categoryId": "docs",
+      "title": "Dashboard",
+      "description": "",
+      "author": "Documentation",
+      "updatedAt": "Recently",
+      "frontmatter": {
+        "id": "books-dashboard",
+        "title": "Dashboard",
+        "sidebar_label": "Dashboard"
+      }
+    },
+    {
+      "contentId": "docs-books-expenses",
+      "slug": "books-expenses",
+      "filePath": "/content/docs/books/expenses.md",
+      "relativePath": "docs/books/expenses.md",
+      "categoryId": "docs",
+      "title": "Expense Management",
+      "description": "",
+      "author": "Documentation",
+      "updatedAt": "Recently",
+      "frontmatter": {
+        "id": "books-expenses",
+        "title": "Expense Management",
+        "sidebar_label": "Expenses"
+      }
+    },
+    {
+      "contentId": "docs-books-notes",
+      "slug": "books-notes",
+      "filePath": "/content/docs/books/notes.md",
+      "relativePath": "docs/books/notes.md",
+      "categoryId": "docs",
+      "title": "Notes",
+      "description": "",
+      "author": "Documentation",
+      "updatedAt": "Recently",
+      "frontmatter": {
+        "id": "books-notes",
+        "title": "Notes",
+        "sidebar_label": "Notes"
+      }
+    },
+    {
+      "contentId": "docs-books-purchase-orders",
+      "slug": "books-purchase-orders",
+      "filePath": "/content/docs/books/purchase-orders.md",
+      "relativePath": "docs/books/purchase-orders.md",
+      "categoryId": "docs",
+      "title": "Purchase Orders",
+      "description": "",
+      "author": "Documentation",
+      "updatedAt": "Recently",
+      "frontmatter": {
+        "id": "books-purchase-orders",
+        "title": "Purchase Orders",
+        "sidebar_label": "Purchase Orders"
+      }
+    },
+    {
+      "contentId": "docs-books-quotes",
+      "slug": "books-quotes",
+      "filePath": "/content/docs/books/quotes.md",
+      "relativePath": "docs/books/quotes.md",
+      "categoryId": "docs",
+      "title": "Sales Quotes",
+      "description": "",
+      "author": "Documentation",
+      "updatedAt": "Recently",
+      "frontmatter": {
+        "id": "books-quotes",
+        "title": "Sales Quotes",
+        "sidebar_label": "Quotes"
+      }
+    },
+    {
+      "contentId": "docs-books-sales-orders",
+      "slug": "books-sales-orders",
+      "filePath": "/content/docs/books/sales-orders.md",
+      "relativePath": "docs/books/sales-orders.md",
+      "categoryId": "docs",
+      "title": "Sales Orders",
+      "description": "",
+      "author": "Documentation",
+      "updatedAt": "Recently",
+      "frontmatter": {
+        "id": "books-sales-orders",
+        "title": "Sales Orders",
+        "sidebar_label": "Sales Orders"
+      }
+    },
+    {
+      "contentId": "docs-books-vendor-credits",
+      "slug": "books-vendor-credits",
+      "filePath": "/content/docs/books/vendor-credits.md",
+      "relativePath": "docs/books/vendor-credits.md",
+      "categoryId": "docs",
+      "title": "Vendor Credits",
+      "description": "",
+      "author": "Documentation",
+      "updatedAt": "Recently",
+      "frontmatter": {
+        "id": "books-vendor-credits",
+        "title": "Vendor Credits",
+        "sidebar_label": "Vendor Credits"
+      }
+    },
+    {
+      "contentId": "docs-books-vendors",
+      "slug": "books-vendors",
+      "filePath": "/content/docs/books/vendors.md",
+      "relativePath": "docs/books/vendors.md",
+      "categoryId": "docs",
+      "title": "Vendor Management",
+      "description": "",
+      "author": "Documentation",
+      "updatedAt": "Recently",
+      "frontmatter": {
+        "id": "books-vendors",
+        "title": "Vendor Management",
+        "sidebar_label": "Vendors"
+      }
+    },
     {
       "contentId": "docs-budget-and-estimates",
       "slug": "budget-and-estimates",
@@ -1602,6 +1746,15 @@
           "updatedAt": "Recently",
           "categoryId": "docs"
         },
+        {
+          "id": "docs-books-books-overview",
+          "title": "Books (Accounting & Finance)",
+          "description": "",
+          "slug": "books-books-overview",
+          "author": "Documentation",
+          "updatedAt": "Recently",
+          "categoryId": "docs"
+        },
         {
           "id": "docs-budget-and-estimates",
           "title": "Budget and estimates",
@@ -1683,6 +1836,15 @@
           "updatedAt": "Recently",
           "categoryId": "docs"
         },
+        {
+          "id": "docs-books-dashboard",
+          "title": "Dashboard",
+          "description": "",
+          "slug": "books-dashboard",
+          "author": "Documentation",
+          "updatedAt": "Recently",
+          "categoryId": "docs"
+        },
         {
           "id": "docs-deleting-account",
           "title": "Deleting Account",
@@ -1692,6 +1854,15 @@
           "updatedAt": "Recently",
           "categoryId": "docs"
         },
+        {
+          "id": "docs-books-expenses",
+          "title": "Expense Management",
+          "description": "",
+          "slug": "books-expenses",
+          "author": "Documentation",
+          "updatedAt": "Recently",
+          "categoryId": "docs"
+        },
         {
           "id": "docs-force-timer",
           "title": "Force timer",
@@ -1881,6 +2052,15 @@
           "updatedAt": "Recently",
           "categoryId": "docs"
         },
+        {
+          "id": "docs-books-notes",
+          "title": "Notes",
+          "description": "",
+          "slug": "books-notes",
+          "author": "Documentation",
+          "updatedAt": "Recently",
+          "categoryId": "docs"
+        },
         {
           "id": "docs-hrm-offboarding",
           "title": "Offboarding / Exit Request",
@@ -1935,6 +2115,15 @@
           "updatedAt": "Recently",
           "categoryId": "docs"
         },
+        {
+          "id": "docs-books-purchase-orders",
+          "title": "Purchase Orders",
+          "description": "",
+          "slug": "books-purchase-orders",
+          "author": "Documentation",
+          "updatedAt": "Recently",
+          "categoryId": "docs"
+        },
         {
           "id": "docs-project-filter",
           "title": "Quickly finding projects/tasks",
@@ -1962,6 +2151,24 @@
           "updatedAt": "Recently",
           "categoryId": "docs"
         },
+        {
+          "id": "docs-books-sales-orders",
+          "title": "Sales Orders",
+          "description": "",
+          "slug": "books-sales-orders",
+          "author": "Documentation",
+          "updatedAt": "Recently",
+          "categoryId": "docs"
+        },
+        {
+          "id": "docs-books-quotes",
+          "title": "Sales Quotes",
+          "description": "",
+          "slug": "books-quotes",
+          "author": "Documentation",
+          "updatedAt": "Recently",
+          "categoryId": "docs"
+        },
         {
           "id": "docs-scheduled-reports",
           "title": "Scheduled reports",
@@ -2124,6 +2331,24 @@
           "updatedAt": "Recently",
           "categoryId": "docs"
         },
+        {
+          "id": "docs-books-vendor-credits",
+          "title": "Vendor Credits",
+          "description": "",
+          "slug": "books-vendor-credits",
+          "author": "Documentation",
+          "updatedAt": "Recently",
+          "categoryId": "docs"
+        },
+        {
+          "id": "docs-books-vendors",
+          "title": "Vendor Management",
+          "description": "",
+          "slug": "books-vendors",
+          "author": "Documentation",
+          "updatedAt": "Recently",
+          "categoryId": "docs"
+        },
         {
           "id": "docs-who-can-do-what",
           "title": "Who Can Do What",
@@ -2180,6 +2405,15 @@
     "docs-invoicing": "/content/docs/Invoicing.md",
     "docs-screenshots": "/content/docs/Screenshots.md",
     "docs-add-time-for-others": "/content/docs/add-time-for-others.md",
+    "docs-books-books-overview": "/content/docs/books/books-overview.md",
+    "docs-books-dashboard": "/content/docs/books/dashboard.md",
+    "docs-books-expenses": "/content/docs/books/expenses.md",
+    "docs-books-notes": "/content/docs/books/notes.md",
+    "docs-books-purchase-orders": "/content/docs/books/purchase-orders.md",
+    "docs-books-quotes": "/content/docs/books/quotes.md",
+    "docs-books-sales-orders": "/content/docs/books/sales-orders.md",
+    "docs-books-vendor-credits": "/content/docs/books/vendor-credits.md",
+    "docs-books-vendors": "/content/docs/books/vendors.md",
     "docs-budget-and-estimates": "/content/docs/budget-and-estimates.md",
     "docs-bulk-edit": "/content/docs/bulk-edit.md",
     "docs-change-mail-address": "/content/docs/change-mail-address.md",
@@ -2696,6 +2930,184 @@
         "name": "docs",
         "path": "docs",
         "children": [
+          {
+            "type": "directory",
+            "name": "books",
+            "path": "docs/books",
+            "children": [
+              {
+                "type": "file",
+                "name": "books-overview",
+                "title": "Books (Accounting & Finance)",
+                "path": "docs/books/books-overview.md",
+                "contentId": "docs-books-books-overview",
+                "slug": "books-books-overview",
+                "categoryId": "docs",
+                "filePath": "/content/docs/docs/books/books-overview.md",
+                "relativePath": "docs/books/books-overview.md",
+                "description": "",
+                "author": "Documentation",
+                "updatedAt": "Recently",
+                "frontmatter": {
+                  "id": "books-overview",
+                  "title": "Books (Accounting & Finance)",
+                  "sidebar_label": "Books Overview"
+                }
+              },
+              {
+                "type": "file",
+                "name": "dashboard",
+                "title": "Dashboard",
+                "path": "docs/books/dashboard.md",
+                "contentId": "docs-books-dashboard",
+                "slug": "books-dashboard",
+                "categoryId": "docs",
+                "filePath": "/content/docs/docs/books/dashboard.md",
+                "relativePath": "docs/books/dashboard.md",
+                "description": "",
+                "author": "Documentation",
+                "updatedAt": "Recently",
+                "frontmatter": {
+                  "id": "books-dashboard",
+                  "title": "Dashboard",
+                  "sidebar_label": "Dashboard"
+                }
+              },
+              {
+                "type": "file",
+                "name": "expenses",
+                "title": "Expense Management",
+                "path": "docs/books/expenses.md",
+                "contentId": "docs-books-expenses",
+                "slug": "books-expenses",
+                "categoryId": "docs",
+                "filePath": "/content/docs/docs/books/expenses.md",
+                "relativePath": "docs/books/expenses.md",
+                "description": "",
+                "author": "Documentation",
+                "updatedAt": "Recently",
+                "frontmatter": {
+                  "id": "books-expenses",
+                  "title": "Expense Management",
+                  "sidebar_label": "Expenses"
+                }
+              },
+              {
+                "type": "file",
+                "name": "notes",
+                "title": "Notes",
+                "path": "docs/books/notes.md",
+                "contentId": "docs-books-notes",
+                "slug": "books-notes",
+                "categoryId": "docs",
+                "filePath": "/content/docs/docs/books/notes.md",
+                "relativePath": "docs/books/notes.md",
+                "description": "",
+                "author": "Documentation",
+                "updatedAt": "Recently",
+                "frontmatter": {
+                  "id": "books-notes",
+                  "title": "Notes",
+                  "sidebar_label": "Notes"
+                }
+              },
+              {
+                "type": "file",
+                "name": "purchase-orders",
+                "title": "Purchase Orders",
+                "path": "docs/books/purchase-orders.md",
+                "contentId": "docs-books-purchase-orders",
+                "slug": "books-purchase-orders",
+                "categoryId": "docs",
+                "filePath": "/content/docs/docs/books/purchase-orders.md",
+                "relativePath": "docs/books/purchase-orders.md",
+                "description": "",
+                "author": "Documentation",
+                "updatedAt": "Recently",
+                "frontmatter": {
+                  "id": "books-purchase-orders",
+                  "title": "Purchase Orders",
+                  "sidebar_label": "Purchase Orders"
+                }
+              },
+              {
+                "type": "file",
+                "name": "quotes",
+                "title": "Sales Quotes",
+                "path": "docs/books/quotes.md",
+                "contentId": "docs-books-quotes",
+                "slug": "books-quotes",
+                "categoryId": "docs",
+                "filePath": "/content/docs/docs/books/quotes.md",
+                "relativePath": "docs/books/quotes.md",
+                "description": "",
+                "author": "Documentation",
+                "updatedAt": "Recently",
+                "frontmatter": {
+                  "id": "books-quotes",
+                  "title": "Sales Quotes",
+                  "sidebar_label": "Quotes"
+                }
+              },
+              {
+                "type": "file",
+                "name": "sales-orders",
+                "title": "Sales Orders",
+                "path": "docs/books/sales-orders.md",
+                "contentId": "docs-books-sales-orders",
+                "slug": "books-sales-orders",
+                "categoryId": "docs",
+                "filePath": "/content/docs/docs/books/sales-orders.md",
+                "relativePath": "docs/books/sales-orders.md",
+                "description": "",
+                "author": "Documentation",
+                "updatedAt": "Recently",
+                "frontmatter": {
+                  "id": "books-sales-orders",
+                  "title": "Sales Orders",
+                  "sidebar_label": "Sales Orders"
+                }
+              },
+              {
+                "type": "file",
+                "name": "vendor-credits",
+                "title": "Vendor Credits",
+                "path": "docs/books/vendor-credits.md",
+                "contentId": "docs-books-vendor-credits",
+                "slug": "books-vendor-credits",
+                "categoryId": "docs",
+                "filePath": "/content/docs/docs/books/vendor-credits.md",
+                "relativePath": "docs/books/vendor-credits.md",
+                "description": "",
+                "author": "Documentation",
+                "updatedAt": "Recently",
+                "frontmatter": {
+                  "id": "books-vendor-credits",
+                  "title": "Vendor Credits",
+                  "sidebar_label": "Vendor Credits"
+                }
+              },
+              {
+                "type": "file",
+                "name": "vendors",
+                "title": "Vendor Management",
+                "path": "docs/books/vendors.md",
+                "contentId": "docs-books-vendors",
+                "slug": "books-vendors",
+                "categoryId": "docs",
+                "filePath": "/content/docs/docs/books/vendors.md",
+                "relativePath": "docs/books/vendors.md",
+                "description": "",
+                "author": "Documentation",
+                "updatedAt": "Recently",
+                "frontmatter": {
+                  "id": "books-vendors",
+                  "title": "Vendor Management",
+                  "sidebar_label": "Vendors"
+                }
+              }
+            ]
+          },
           {
             "type": "directory",
             "name": "hrm",
@@ -4043,6 +4455,67 @@
       "title": "Docs",
       "path": null,
       "children": [
+        {
+          "title": "Books",
+          "path": null,
+          "children": [
+            {
+              "title": "Books (Accounting & Finance)",
+              "path": "/help-center/docs/books-books-overview",
+              "children": [],
+              "isFile": true
+            },
+            {
+              "title": "Dashboard",
+              "path": "/help-center/docs/books-dashboard",
+              "children": [],
+              "isFile": true
+            },
+            {
+              "title": "Expense Management",
+              "path": "/help-center/docs/books-expenses",
+              "children": [],
+              "isFile": true
+            },
+            {
+              "title": "Notes",
+              "path": "/help-center/docs/books-notes",
+              "children": [],
+              "isFile": true
+            },
+            {
+              "title": "Purchase Orders",
+              "path": "/help-center/docs/books-purchase-orders",
+              "children": [],
+              "isFile": true
+            },
+            {
+              "title": "Sales Quotes",
+              "path": "/help-center/docs/books-quotes",
+              "children": [],
+              "isFile": true
+            },
+            {
+              "title": "Sales Orders",
+              "path": "/help-center/docs/books-sales-orders",
+              "children": [],
+              "isFile": true
+            },
+            {
+              "title": "Vendor Credits",
+              "path": "/help-center/docs/books-vendor-credits",
+              "children": [],
+              "isFile": true
+            },
+            {
+              "title": "Vendor Management",
+              "path": "/help-center/docs/books-vendors",
+              "children": [],
+              "isFile": true
+            }
+          ],
+          "isFile": false
+        },
         {
           "title": "Hrm",
           "path": null,

package/lib/templates/content/docs/books/books-overview.md

@@ -0,0 +1,93 @@
+---
+id: books-overview
+title: Books (Accounting & Finance)
+sidebar_label: Books Overview
+---
+
+## Books Module
+
+Clockbook's **Books** module provides a complete accounting and finance suite for managing your organization's purchases, sales, expenses, vendors, and financial notes — all from one centralized interface.
+
+### Accessing Books
+
+Click **Books** in the left sidebar to expand the Books menu. The module contains the following sub-sections:
+
+![Books Sidebar Navigation](/static/img/books/books-sidebar-expanded.png)
+
+| Sub-module | Description |
+|------------|-------------|
+| [**Purchase Orders**](/docs/books/purchase-orders) | Create and manage purchase orders to vendors |
+| [**Expenses**](/docs/books/expenses) | Track, categorize, and manage business expenses |
+| [**Vendors**](/docs/books/vendors) | Maintain your vendor/supplier directory |
+| [**Vendor Credits**](/docs/books/vendor-credits) | Issue and track credit notes against vendors |
+| [**Quotes**](/docs/books/quotes) | Create and send sales quotes to customers |
+| [**Sales Orders**](/docs/books/sales-orders) | Manage confirmed sales orders |
+| [**Notes**](/docs/books/notes) | Organize financial notes and memos |
+| [**Dashboard**](/docs/books/dashboard) | Visual analytics and customizable panels |
+
+---
+
+### Sidebar Structure
+
+The Books sidebar organizes pages into two main groups:
+
+```
+Books
+├── Purchase
+│   ├── Purchase Orders
+│   ├── Expenses
+│   ├── Vendors
+│   └── Vendor Credits
+├── Sales
+│   ├── Quotes
+│   └── Sales Orders
+└── Notes
+```
+
+---
+
+### Key Features at a Glance
+
+- **Purchase management** — Create purchase orders, track delivery status, and manage vendor relationships
+- **Expense tracking** — Log expenses with receipt uploads, categorize by account, and set up recurring expenses
+- **Vendor directory** — Maintain a full vendor database with contacts, bank details, and payment terms
+- **Vendor credits** — Issue credit notes with PDF generation and attachment support
+- **Sales quotes** — Generate professional quotes with line items, taxes, and terms & conditions
+- **Sales orders** — Convert quotes into confirmed orders with shipment tracking
+- **Notes** — Color-coded note cards with tags, pinning, and archiving
+- **Dashboard** — Customizable panels for timesheet, project, and distribution analytics
+- **Role-based permissions** — Granular control over who can view, create, edit, approve, and manage each resource
+- **Auto-generated numbers** — Purchase orders, quotes, sales orders, and vendor credits get auto-incrementing reference numbers with configurable prefixes
+- **Tax support** — TDS/TCS tax type selection with predefined rate tables
+- **File attachments** — Drag-and-drop file uploads on quotes, sales orders, vendor credits, and expense receipts
+- **PDF export** — Generate PDF documents for vendor credits
+
+---
+
+### How Books Works with Other Modules
+
+The Books module integrates with several other Clockbook features:
+
+- **Dashboard** — Custom dashboard panels pull data from timesheets and projects for financial insights
+- **Members** — Salesperson fields in quotes and sales orders link to organization members
+- **Time Tracker** — Dashboard panels display timesheet approval rates and time distribution analytics
+- **Projects** — Expenses can be linked to specific projects; quotes and sales orders reference project data
+
+---
+
+### Permissions
+
+The Books module uses role-based permissions following the pattern `organization.{resource}.{self|others}.{action}`. Resources include:
+
+| Resource | Available Actions |
+|----------|------------------|
+| **expenses** | view, create, edit, delete, manage, approve |
+| **purchases** | view, create, edit, delete, manage, approve |
+| **vendors** | view, create, edit, delete, manage |
+| **vendorCredits** | view, create, edit, delete, manage, approve |
+| **quotes** | view, create, edit, delete, manage, convert |
+| **salesOrders** | view, create, edit, delete, manage, approve |
+| **notes** | view, create, edit, delete, manage |
+| **dashboards** | view, create, edit, delete, manage |
+
+Permissions can be configured per role through the organization's settings.