next js.md

Bookkeeping practices: project tracker using Next.js

Summary

A project tracker blueprint for bookkeeping practices built with Next.js on Ample. Domain schema: client_entities (legal_name, entity_type, accounting_software, period_cadence): clients and their bookkeeping cadence; engagements (client_entity_id, period_start, period_end, close_status): monthly or quarterly close engagements; document_requests (engagement_id, category, due_at, status, uploaded_object_key): receipts, statements and payroll summaries requested; close_checklists (engagement_id, item, done_at): close tasks per period; state_transitions (record_type, from_state, to_state): the allowed state machine. 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 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 bookkeeping practices domain. Create the tables client_entities, engagements, document_requests, close_checklists, state_transitions. Clients and their bookkeeping cadence lives 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.

    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=...
    
  7. Verify. Run the pattern self-test(s) from the example (/p/relational-records) and your own acceptance checks for the bookkeeping practices 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