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We're tired of finding finance tools. So we built ours, that's just right.

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![og-image-summit](https://github.com/user-attachments/assets/33ed60b2-606b-4b80-8526-9315517b4f92)
<h1 align="center">Summit</h1>

<p align="center">
    Open Source Invoicing & Finance App. Created by Kugie
</p>

**[Summit](https://summitfinance.app)** is a modern, self-hostable invoicing and financial management application designed for freelancers, small businesses, and agencies. Built with Next.js, Drizzle ORM, and Tailwind CSS, it provides the essential tools to manage your finances efficiently.

---

**Maintained by [Kugie.app](https://www.kugie.app)**
<details>
<summary>Background</summary>

We've tried several tools including Akaunting (not familiar with PHP), InvoiceNinja (limited functionality), Crater, and Twenty CRM (consume too much CPU and RAM). We just want a tool that helps us create quotations, send invoices through email, and automate payments.

</details>

This open-source project is proudly maintained by the team at [Kugie.app](https://www.kugie.app). We believe in the power of open source and welcome contributions from the community!

Whether you want to fix a bug, add a feature, or improve documentation, feel free to:

*   Fork the repository and create a Pull Request.
*   Open an issue to discuss bugs or new features.
*   [Contact us](https://www.kugie.app/contact) to talk about the project!

## YouTube: Getting Started with Summit Finance
[![Getting Started with Summit Finance](https://img.youtube.com/vi/6mJjokNKlq8/maxresdefault.jpg)](https://www.youtube.com/watch?v=6mJjokNKlq8)

## ✨ Key Features

![summit og](https://github.com/user-attachments/assets/3bf5edd5-db8c-4195-8e03-38110e2b7e3d)

*   **📄 Invoicing:** Create, manage, and track professional invoices.
    *   Generate PDF invoices.
    *   Send invoices directly via email.
    *   Track invoice statuses (Draft, Sent, Paid, Overdue, Cancelled).
    *   Online payment integration (Xendit).
*   **📝 Quoting:** Create and manage quotes for clients.
    *   Generate PDF quotes.
    *   Send quotes directly via email.
    *   Track quote statuses (Draft, Sent, Accepted, Rejected, Expired).
    *   Convert accepted quotes directly into invoices.
*   **💸 Expense Tracking:** Record and categorize business expenses.
    *   Upload and attach receipts (via Minio/S3).
    *   Manage expense categories.
*   **💰 Income Tracking:** Record and categorize income sources.
    *   Link income to specific invoices or clients.
    *   Manage income categories.
*   **👥 Client Management:** Keep track of your clients' information.
*   **🏪 Vendor Management:** Manage information about your suppliers and vendors.
*   **🔄 Recurring Transactions:** Set up recurring invoices, expenses, and income on daily, weekly, monthly, or yearly schedules. Automated processing via cron job endpoint.
*   **📊 Dashboard:** Get a quick overview of your financial health (Outstanding/Overdue Invoices, Profit & Loss).
*   **📈 Reporting:** Generate insightful financial reports:
    *   Profit & Loss Statement
    *   Invoice Summary
    *   Aging Receivables
    *   Expense Breakdown
    *   (More planned!)
*   **🚪 Client Portal:** A dedicated portal for clients to view their invoices and quotes (authentication via magic link).
*   **👥 Team Management:** Invite team members with different roles (Admin, Accountant, Staff) and permissions.
*   **⚙️ Settings:** Configure company details, manage categories, and team members.
*   **🔒 Authentication:** Secure user authentication using NextAuth.js.
*   **📱 Modern Tech Stack:** Built with Next.js (App Router), TypeScript, Tailwind CSS, shadcn/ui, Drizzle ORM, and PostgreSQL.

## 🚀 Tech Stack

*   **Framework:** Next.js (App Router)
*   **Language:** TypeScript
*   **Styling:** Tailwind CSS with shadcn/ui
*   **Database:** PostgreSQL
*   **ORM:** Drizzle ORM
*   **Authentication:** NextAuth.js
*   **Email:** Resend
*   **Payments:** Xendit
*   **File Storage:** Minio (or any S3-compatible storage)
*   **Validation:** Zod
*   **Forms:** React Hook Form

## 🚢 Deployment

### How the Kugie Team Deploys Summit

We use [Railway](https://railway.app/) for seamless deployment of the entire application stack:

* **Main Application:** The Next.js application is deployed directly on Railway, which automatically handles builds and deployments from the GitHub repository.
* **Database:** PostgreSQL is hosted as a Railway service, providing reliable database connectivity.
* **MinIO Storage:** File storage for receipts and documents is also hosted on Railway, eliminating the need for external S3 providers.
* **Webhook Processing:** For efficient webhook handling, the team uses Railway Functions with [Hono](https://hono.dev/) (a lightweight web framework). The webhook implementation can be found in the [xendit-webhook.js](xendit-webhook.js) file at the root of the project.

This infrastructure setup provides a cost-effective, reliable deployment that scales with usage while keeping all components within the same platform for easier management.

[![Deploy on Railway](https://railway.com/button.svg)](https://railway.com/template/x5njSj?referralCode=D8ivdW)

## 🔄 Webhook Integration

### Xendit Payment Webhooks
Summit is fully compatible with Xendit webhooks to automate your payment workflow:

* **Automatic Invoice Updates:** When a payment is completed through Xendit, the webhook automatically updates the corresponding invoice status to "Paid" in your Summit dashboard.
* **Real-time Slack Notifications:** Get instant notifications in your Slack workspace whenever a payment is received, keeping your team informed without manual checks.
* **Secure Verification:** All incoming webhook requests are verified using Xendit's callback verification token to ensure data integrity and security.

To set up Xendit webhooks:
1. Configure your Xendit dashboard to point to your Summit instance's webhook endpoint (`/api/webhooks/xendit`)
2. Ensure your `XENDIT_CALLBACK_VERIFICATION_TOKEN` is properly set in your environment variables
3. Configure Slack notifications by adding your Slack webhook URL to the environment variables:

## 🏁 Getting Started

Follow these steps to get the Summit application running locally.

### Prerequisites

*   Node.js (v18 or later recommended)
*   pnpm (or npm/yarn)
*   PostgreSQL Database
*   Minio Server (or other S3-compatible storage)

### Installation

1.  **Clone the repository:**
    ```bash
    git clone https://github.com/kugie-app/summit.git
    cd summit
    ```

2.  **Install dependencies:**
    ```bash
    pnpm install
    ```

3.  **Set up environment variables:**
    Copy the `.env.example` file to `.env` and fill in the required values.
    ```bash
    cp .env.example .env
    ```
    See the [Environment Variables](#-environment-variables) section below for details.

4.  **Set up the database:**
    Make sure your PostgreSQL server is running and the connection string in your `.env` file is correct. Then, run the database migrations:
    ```bash
    pnpm run generate && pnpm run push
    ```
    *Note: `generate` and `push` are suitable for development. For production, use `drizzle-kit generate` and apply migrations manually or via a migration tool.*

5.  **Run the development server:**
    ```bash
    pnpm run dev
    ```

6.  **Open your browser:**
    Navigate to [http://localhost:3000](http://localhost:3000).

### 🔑 Environment Variables

Create a `.env` file in the root of the project and add the following variables:

```env
# Database
DATABASE_URL="postgresql://user:password@host:port/database?sslmode=require" # Your PostgreSQL connection string

# Authentication (NextAuth.js)
# Generate a secret: openssl rand -base64 32
NEXTAUTH_SECRET="YOUR_NEXTAUTH_SECRET"
NEXTAUTH_URL="http://localhost:3000" # Use your production URL in deployment

# Client Portal Authentication Secret (Used for client portal JWTs)
# Generate a strong secret
CLIENT_AUTH_SECRET="YOUR_STRONG_CLIENT_PORTAL_SECRET"

# User Signup Control
# Set to "1" to disable new user signups
NEXT_PUBLIC_DISABLE_SIGNUP="0"

# Email (Resend)
RESEND_API_KEY="YOUR_RESEND_API_KEY"
RESEND_FROM_EMAIL="you@yourdomain.com" # Email address verified with Resend

# Payment Gateway (Xendit)
XENDIT_SECRET_KEY="YOUR_XENDIT_SECRET_KEY"
XENDIT_CALLBACK_VERIFICATION_TOKEN="YOUR_XENDIT_CALLBACK_TOKEN" # Set this in Xendit dashboard

# File Storage (Minio/S3)
MINIO_ENDPOINT="localhost"
MINIO_PORT="9000"
MINIO_USE_SSL="false"
MINIO_ACCESS_KEY="minioadmin"
MINIO_SECRET_KEY="minioadmin"
MINIO_BUCKET_NAME="summit"

# Cron Job Security
# A secret key to authenticate requests to the cron job endpoint
CRON_API_KEY="YOUR_SECURE_CRON_API_KEY"

# Application URL (Used for generating links in emails etc.)
NEXT_PUBLIC_APP_URL="http://localhost:3000" # Use your production URL in deployment
```

### 💾 Database Setup

This project uses Drizzle ORM with PostgreSQL.

1.  **Ensure PostgreSQL is running.**
2.  **Set your `DATABASE_URL` in the `.env` file.**
3.  **Apply migrations (development):**
    ```bash
    pnpm run push
    ```
4.  **Generate new migrations (when schema changes):**
    ```bash
    pnpm run generate
    ```
    Then apply the generated migration script to your database.
## Docker Images

Last Stable Version: 1.0.0
```
docker pull kugieapp/summit:1.0.0

docker run -p 3000:3000 -e <ENV_KEY>=<ENV_VALUE> kugieapp/summit:1.0.0
```

Notes:
- On local builds, its simpler to run it from local directly without using docker, since you don't have to pass env vars one by one by using `-e <ENV_KEY>=<ENV_VALUE>`, or if you still want to containerize the app, use the `docker compose up` command for easier variable injection. 
- The image have been tested to deploy on railway, with all the envs provided, it will work perfectly. 
- Other methods such as implementing a specific config file for envs (e.g loki-config.yaml for loki) or passing a `.env` file are not implemented yet, but **will be implemented in the future.**

## Demo Instance
A demo instance is available for public use at https://demo.summitfinance.app, you can use these login credentials and login as an internal user in the demo instance.
```
username: summit@demo.com
password: demopass
```
please do note that we have limited the demo instance to be view only, i.e any data changes or updates isn't possible in the demo instance, but you can still navigate around summit to get a feel of how summit works.

## 🤝 Contributing

Contributions are welcome! We appreciate any help, from bug fixes and feature enhancements to documentation improvements.

Please read our [Contributing Guidelines](CONTRIBUTING.md) for details on our code of conduct and the process for submitting pull requests.

You can also reach out to the maintainers at [Kugie.app](https://www.kugie.app/contact).

## 📄 License

This project is licensed under the [MIT LICENSE](LICENSE)

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