6 Commits

Include renames

Author	SHA1	Message	Date
westfarn	b98f504afc	Admin Stripe invoices + recurring subscriptions (customers pay us) (#24) ... ## Summary - Closes #23 - Admin-only invoice dashboard under `/financial/invoices` (superuser) - One-off Stripe hosted invoices + email pay link (customers pay us) - Monthly (or weekly/yearly) Stripe Checkout subscriptions + email checkout link - Webhook at `/financial/stripe/webhook/` syncs invoice/subscription status - Env docs: `STRIPE_SECRET_KEY`, `STRIPE_PUBLISHABLE_KEY`, `STRIPE_WEBHOOK_SECRET` ## Test plan - [ ] Set Stripe **test** keys in local `.env` and restart app - [ ] As superuser: Dashboard → Invoices → create one-off invoice; confirm Stripe invoice + email - [ ] As superuser: create monthly subscription; open Checkout link; complete with test card `4242…` - [ ] Configure Stripe CLI or Dashboard webhook → confirm status updates to paid/active - [ ] Non-admin user cannot open `/financial/invoices` - [ ] Prod: add live keys + webhook secret to server `.env`, migrate, restart; point webhook to `https://aimloperations.com/financial/stripe/webhook/` ## Notes Uses stdlib HTTP to Stripe API (no `stripe` PyPI package) so deploys stay dependency-light.Reviewed-on: #24	2026-07-31 12:02:40 -07:00
westfarn	7dd5ec3be1	Add Employee vs Client user type and filter time/reports by employee (#14) (#15) ... ## Summary - Adds `UserProfile` model with mutually exclusive **Employee** / **Client** types - Replaces auto-Employee signal with auto-Client profile on user creation - Data migration: users with time log entries → Employee; others → Client (orphan Employee rows removed) - Admin UI at `/financial/manage_users` to set any user's type; profile page shows current type - **Employees** can log time; **Clients** get read-only access to reports and time logs - Time logs, reports, and dashboard filter to employees only - 14 new tests covering signals, type switching, access control, and filtering ## Design decisions (from issue Q&A) 1. Client login = read-only financial access (reports + time logs, no edit/log time) 2. Employee and Client are strictly mutually exclusive 3. Admins (superusers) can change type via Manage Users 4. Bulk migration applied for existing users ## Test plan - [x] `python manage.py test financial.tests` (14 tests pass) - [x] `python manage.py test public.tests` (21 tests pass) - [ ] Run migration on staging: `python manage.py migrate` - [ ] Verify admin can set user types at `/financial/manage_users` - [ ] Verify employee can log time at `/financial/timekeeping` - [ ] Verify client sees reports/time logs read-only, cannot log time - [ ] Verify employee filter dropdown excludes clients Closes #14 Reviewed-on: #15	2026-07-05 12:54:50 +00:00
westfarn	06ac8d6eca	A bunch of updates	2026-06-20 06:05:50 -05:00
westfarn	8cd3aa5f84	EVM complete	2026-03-23 03:31:44 -05:00
westfarn	c88e344198	Implemented financial tracking	2026-03-20 13:07:28 -05:00
westfarn	cdb3c1b771	Initial commit	2025-03-06 10:51:12 -06:00