page:blueprints:bookkeeping practices:project tracker:next js

Bookkeeping practices: project tracker using Next.js

Summary

A project tracker blueprint for bookkeeping practices built with Next.js on Ample. Domain schema:

Public information: service packages and cadence, onboarding checklist, contact details. Kept out of scope until handling is reviewed: bank statements and receipts, payroll data, login credentials for accounting software. Never store client accounting-software credentials in these flows; financial records are sensitive and no compliance is claimed.

Technical Basis

Technical basis verified on Next.js: a workspace-scoped table, an explicit state machine (draft to review to published) that rejects invalid transitions, and a cross-workspace read that returns nothing (transitions=true isolation=true).

Representative Queries

Workflow Steps

  1. Model the bookkeeping practices domain: Create the tables client_entities, engagements, document_requests, close_checklists, state_transitions. Clients and their bookkeeping cadence live in client_entities; keep the sensitive classes (bank statements and receipts, payroll data, login credentials for accounting software) out of this schema.
  2. Workflow step 1: Model engagements and workstreams with explicit status transitions.
  3. Workflow step 2: Scope every query by client entity.
  4. Workflow step 3: Attach deliverables as private objects linked to workstreams.
  5. Workflow step 4: Deploy and verify transitions and cross-client isolation.
  6. Deploy: Run the synchronous deploy once and read the result. Re-running with no change is a no-op.
    • Command: ample deploy . --name --public --env S3_ENDPOINT=... --env S3_REGION=... --env S3_BUCKET=... --env S3_ACCESS_KEY_ID=... --env S3_SECRET_ACCESS_KEY=...
  7. Verify: Run the pattern self-test(s) from the example (/p/relational-records) and your own acceptance checks for the bookkeeping practices workflow.
    • Command: ample logs --kind build

Examples

Success Checks

Limitations

Cost Estimate