next js.md

Accounting firms: project tracker using Next.js

Summary

A project tracker blueprint for accounting firms built with Next.js on Ample. Domain schema: client_entities (legal_name, entity_type, fiscal_year_end, jurisdiction): the businesses and individuals served; engagements (client_entity_id, service_line, period_start, period_end, status): bookkeeping, tax and audit engagements by period; document_requests (engagement_id, title, due_at, status, uploaded_object_key): requests for source documents; deliverables (engagement_id, title, object_key, released_at): returns and statements released to the client; state_transitions (record_type, from_state, to_state): the allowed state machine. Public information: service lines and typical engagement periods, filing calendars and deadlines, office locations. Kept out of scope until handling is reviewed: tax identifiers and financial statements, bank and payroll records, identity documents. Financial records and tax identifiers are regulated in most jurisdictions; the portal flows here model authorization only and claim no compliance. 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).

Infrastructure requirements

Prerequisites

Exact tested configuration

Steps

  1. Model the accounting firms domain. Create the tables client_entities, engagements, document_requests, deliverables, state_transitions. The businesses and individuals served lives in client_entities; keep the sensitive classes (tax identifiers and financial statements, bank and payroll records, identity documents) 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.
   ample deploy . --name <app-name> --public --env S3_ENDPOINT=... --env S3_REGION=... --env S3_BUCKET=... --env S3_ACCESS_KEY_ID=... --env S3_SECRET_ACCESS_KEY=...
  1. Verify. Run the pattern self-test(s) from the example (/p/relational-records) and your own acceptance checks for the accounting firms workflow.
   ample logs <deployment_id> --kind build

Tested examples

Success checks

Limitations

Cost estimate

Estimated 10.00 USD per month (size prices from pricing.toml at build revision a1b8c38919e59cd035ebabaced73cf84ece24371).

Always-on monthly price of the tested sizes; apps and databases auto-pause when idle. Buckets are allocation-priced per quota and not included.

Verification evidence