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XBid/README.md
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twotalesanimation 8a93a18bb9 Add REST API for quotes, shots, assets and tasks
Adds a key-authenticated REST API at /api/v1 so another system can create
and manage quotes without going through the UI.

Endpoints cover quotes (list, create, read, update, delete, recalculate),
shots, assets and line items, plus read-only clients and rate cards.
POST /api/v1/quotes builds a whole priced quote -- client, shots, assets
and tasks -- in a single transaction. Routes are also mounted under
/api/v1/jobs, since a quote and a job are the same record here.

Keys are stored as SHA-256 with a display prefix, so the plaintext is
shown once at creation and is not recoverable. They carry read/write
scopes, can be revoked (effective on the next request), and record when
they were last used. Minting and revoking live in Settings and are
restricted to signed-in admins.

/api/v1 is exempt from the session proxy because it authenticates with a
bearer key rather than a cookie -- without this, every API call was
redirected to /login as a 307. It is not unprotected: each route handler
requires a live, unrevoked key with the right scope.

Shot numbering and shot-code construction move into lib/shot-codes.ts so
the UI and the API cannot drift. This also fixes numbering restarting at
0010 when a scene was entered in a different case to the stored one: the
lookup upper-cased the scene but the stored value was left as typed.

Unspecified currency and markup/tax/discount on an API-created quote fall
back to the studio's configured quote defaults.

Decimal fields are serialised as strings to preserve the exact precision
the app's decimal arithmetic maintains.

Note: this needs `prisma migrate deploy` for the new api_keys table.
Settings will error for admins until that runs.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
2026-11-11 09:10:45 +02:00

196 lines
4.7 KiB
Markdown

# xBid — VFX Quoting & Bidding SaaS
A professional full-stack VFX quoting application built with **Next.js 15**, **TypeScript**, **Tailwind CSS v4**, **Prisma ORM**, and **PostgreSQL**.
---
## Features
- **Clients** — manage client companies with full contact and billing info
- **Jobs / Quotes** — versioned quote documents with status workflow (Draft ? Sent ? Approved/Rejected)
- **Shots** — VFX shot breakdown with complexity multipliers and drag-and-drop reordering
- **Assets** — CG asset budget tracking (characters, environments, vehicles, etc.)
- **Line Items** — per-task cost rows with hours/days/artists/rates, markup, discount, tax
- **Rate Cards** — studio rate card library organized by department
- **PDF Export** — professional quote PDF with front page + detailed appendix
- **Decimal Precision** — all financials use `decimal.js` (no floating-point drift)
- **REST API** - create and manage quotes, shots, assets and tasks programmatically ([API.md](API.md))
---
## Tech Stack
| Layer | Technology |
|---|---|
| Framework | Next.js 15 (App Router, Server Actions) |
| Language | TypeScript |
| Styling | Tailwind CSS v4 + shadcn/ui |
| ORM | Prisma 7 + PostgreSQL 16 |
| Forms | React Hook Form + Zod |
| Drag & Drop | @dnd-kit/core + @dnd-kit/sortable |
| Finance Math | decimal.js |
| Notifications | sonner |
| PDF | HTML render via `/api/pdf/[id]` |
---
## Prerequisites
- Node.js 20+
- PostgreSQL 16 (or Docker)
- npm 10+
- `ts-node` for seeding: `npm install -g ts-node typescript`
---
## Quick Start
### 1. Clone & install
```bash
git clone <repo-url>
cd xBid
npm install
```
### 2. Configure environment
```bash
cp .env.example .env
```
Edit `.env`:
```env
DATABASE_URL="postgresql://postgres:postgres@localhost:5432/xbid"
NEXTAUTH_SECRET="your-random-secret-here"
NEXTAUTH_URL="http://localhost:3000"
```
### 3. Start PostgreSQL
**Option A — Docker (recommended):**
```bash
docker compose up -d postgres
```
**Option B — local PostgreSQL:**
```sql
CREATE DATABASE xbid;
```
### 4. Run database migrations
```bash
npm run db:generate # generate Prisma client
npm run db:migrate # run migrations (enter "init" as migration name)
```
### 5. Seed sample data
```bash
npm run db:seed
```
This creates 15 rate cards, 2 sample clients, 2 jobs with shots, assets, and line items.
### 6. Start development server
```bash
npm run dev
```
Open http://localhost:3000
---
## Production (Docker)
```bash
docker compose up --build -d
```
After first run, apply migrations:
```bash
docker compose exec app npx prisma migrate deploy
docker compose exec app npx prisma db seed
```
---
## PDF Export
Navigate to any job and click **Download PDF**. The route at `/api/pdf/[id]` generates HTML with:
- **Front page**: client info, project details, shot/asset summary, financial totals, T&C
- **Appendix**: full per-shot and per-asset line item breakdown
Print to PDF via browser (Ctrl+P ? Save as PDF).
---
## REST API
xBid exposes a REST API at `/api/v1` so another system can create and manage
quotes, shots, assets and tasks without anyone opening the UI.
Requests authenticate with an API key, created under **Settings -> API Keys**
(admins only):
```bash
curl -s http://localhost:3000/api/v1 \
-H "Authorization: Bearer $XBID_API_KEY"
```
That endpoint lists every available route and confirms what the key may do.
See **[API.md](API.md)** for the full reference: endpoints, pricing rules, shot
code generation and error codes.
Note: `GET_SHOTS.md` documents the opposite direction - the review app's API
that xBid pulls shots *from*.
---
## Project Structure
```
src/
app/ Next.js App Router pages
api/pdf/[id]/ PDF generation endpoint
clients/ Client management
jobs/ Job management
rate-cards/ Rate card management
actions/ Server actions (CRUD)
components/
assets/ Asset editor
clients/ Client form & table
dashboard/ Stats & recent jobs
jobs/ Job form, table, detail, totals
layout/ Sidebar navigation
line-items/ Line item table & dialog
rate-cards/ Rate card management
shots/ Shot editor
ui/ shadcn/ui components
lib/
calculations.ts Decimal.js financial math
constants.ts Domain constants & defaults
prisma.ts Prisma client singleton
validations.ts Zod schemas
prisma/
schema.prisma Full database schema
seed.ts Sample data seeder
```
---
## Database Scripts
```bash
npm run db:generate # npx prisma generate
npm run db:migrate # npx prisma migrate dev
npm run db:seed # ts-node prisma/seed.ts
npm run db:studio # npx prisma studio (DB GUI at :5555)
```