@hasna/invoices 0.1.0 → 0.1.1

package/LICENSE

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package/README.md

@@ -1,97 +1,144 @@
 # @hasna/invoices
 
-Invoice management for AI agents — CLI + MCP server with SQLite storage.
+Invoice generation and management for AI agents.
 
-Supports multi-country tax rules, EU reverse charge, business profiles, client management, line items, and payment tracking.
+`@hasna/invoices` ships four surfaces in one repo:
+- CLI (`invoices`)
+- MCP server (`invoices-mcp`)
+- REST API server (`invoices-serve`)
+- Web dashboard (`dashboard/`)
+- Typed Web/Node SDK (`sdk/` as `@hasna/invoices-sdk`)
+
+## Features
+
+- Local SQLite storage with WAL mode + migrations
+- PostgreSQL migration support via `@hasna/cloud`
+- Cloud sync push/pull between local SQLite and PostgreSQL
+- Feedback delivery with remote send + local fallback persistence
+- Invoice + line item CRUD with computed totals
+- FTS5 search over invoice number, parties, and notes
+- Agent registry (`register_agent`, `heartbeat`, `set_focus`, `list_agents`)
+- MCP tools for invoice workflows
+- Shadcn-based dashboard structure aligned with open-todos
 
 ## Install
 
 ```bash
-bun install -g @hasna/invoices
-# or
-npm install -g @hasna/invoices
+bun add @hasna/invoices
 ```
 
-Data is stored at `~/.hasna/invoices/invoices.db`.
-
-Override with `HASNA_INVOICES_DIR` or `INVOICES_DIR` env variables.
-
 ## CLI
 
 ```bash
-# Create an invoice
-invoices create --client <id> --due 2026-04-30 --currency EUR
-
-# Add line items
-invoices add-item --invoice <id> --description "Consulting" --price 150 --quantity 8
+# initialize local SQLite schema
+invoices db:migrate
+
+# initialize PostgreSQL schema translated from local migrations
+invoices db:migrate:pg
+
+# cloud sync (all tables by default)
+invoices cloud:push
+invoices cloud:pull
+
+# optional subset
+invoices cloud:push --tables parties,invoices,invoice_lines
+
+# feedback
+invoices feedback:send --message "SDK auth flow failed on staging"
+
+# create parties
+invoices party:create --kind issuer --name "Hasna SRL"
+invoices party:create --kind customer --name "ACME GmbH"
+
+# create invoice
+invoices invoice:create \
+  --number INV-1001 \
+  --issuer-id <ISSUER_ID> \
+  --customer-id <CUSTOMER_ID> \
+  --currency EUR \
+  --line "Implementation:10:5000:1900"
+
+# list/search/update
+invoices invoice:list
+invoices invoice:search "INV-1001"
+invoices invoice:status <INVOICE_ID> sent
+
+# agent lifecycle
+invoices agent:register --name octavian
+invoices agent:list
+```
 
-# Mark as sent / paid
-invoices mark <id> sent
-invoices mark <id> paid
+## REST API
 
-# Record a payment
-invoices pay --invoice <id> --amount 1200 --method bank_transfer
+Run server:
 
-# Summary
-invoices summary
+```bash
+invoices-serve
+```
 
-# Clients
-invoices client add --name "Acme Corp" --email billing@acme.com --country US
-invoices client list
+Key endpoints:
 
-# Business profiles
-invoices business add --name "My Company SRL" --country RO --vat RO12345678 --default
-invoices business list
+- `GET /health`
+- `POST /api/migrate`
+- `POST /api/migrate/pg`
+- `POST /api/cloud/push`
+- `POST /api/cloud/pull`
+- `POST /api/feedback`
+- `GET|POST /api/parties`
+- `GET|POST /api/invoices`
+- `GET /api/invoices/search?q=...`
+- `POST /api/invoices/:id/status`
+- `GET /api/stats`
+- `GET|POST /api/agents`
+- `POST /api/agents/:id/heartbeat`
+- `POST /api/agents/:id/focus`
 
-# Tax rules
-invoices tax list --country RO
-invoices tax determine --issuer RO --client DE --vat DE123456789
-```
+## MCP
 
-## MCP Server
+Run MCP stdio server:
 
-Add to your MCP config:
-
-```json
-{
-  "mcpServers": {
-    "invoices": {
-      "command": "invoices-mcp"
-    }
-  }
-}
+```bash
+invoices-mcp
 ```
 
-### MCP Tools
+Core tools:
 
-**Invoices:** `create_invoice`, `get_invoice`, `list_invoices`, `update_invoice_status`, `delete_invoice`
+- `migrate_database`, `migrate_postgres`
+- `cloud_push`, `cloud_pull`, `send_feedback`
+- `create_party`, `list_parties`
+- `create_invoice`, `get_invoice`, `list_invoices`, `search_invoices`, `update_invoice_status`, `delete_invoice`
+- `register_agent`, `heartbeat`, `set_focus`, `list_agents`
 
-**Line Items:** `add_line_item`, `remove_line_item`
+## Dashboard
 
-**Payments:** `record_payment`, `invoice_summary`
+```bash
+cd dashboard
+bun install
+bun run dev
+```
 
-**Clients:** `create_client`, `list_clients`, `update_client`, `delete_client`
+Set API base if needed:
 
-**Business Profiles:** `create_business_profile`, `get_business_profile`, `get_default_business_profile`, `list_business_profiles`, `update_business_profile`, `delete_business_profile`
+```bash
+export VITE_API_BASE_URL=http://localhost:3487
+```
 
-**Tax:** `list_tax_rules`, `get_default_tax_rule`, `create_tax_rule`, `delete_tax_rule`, `determine_tax`
+## Security
 
-## Features
+- Optional API auth via `INVOICES_API_KEY`
+- Optional CORS allowlist via `INVOICES_ALLOWED_ORIGIN`
+- Security reports are stored under `reports/`
 
-- Auto-incrementing invoice numbers (`INV-00001`, `INV-00002`, ...)
-- Automatic total recalculation when line items change
-- Auto-marks invoice as paid when payments cover the total
-- 27 pre-seeded tax rules for EU, US, UK
-- EU B2B reverse charge detection
-- Business profiles with bank details (IBAN, SWIFT)
-- SQLite in WAL mode for concurrent access
-- No server required — embedded database
+## Development
 
-## Storage
+```bash
+bun install
+cd dashboard && bun install && cd ..
+cd sdk && bun install && cd ..
 
-```
-~/.hasna/invoices/
-└── invoices.db    # SQLite database (WAL mode)
+bun run typecheck
+bun run build
+bun test
 ```
 
 ## License