Add bulk actions, multi-currency, expenses, templates, and reports

Schema (migration 0001):
- clients: add currency column (default USD)
- invoices: add currency column (default USD)
- New expenses table: amount, currency, category, billable, reimbursable,
  client/invoice/business relations, notes
- New invoice_templates table: name, type (notes|terms), content, isDefault

API:
- invoices: add bulkUpdateStatus and bulkDelete procedures (ownership-safe)
- invoices: currency field threaded through create/update schemas
- clients: currency field added to create/update schemas
- New expenses router: full CRUD with authorization
- New invoiceTemplates router: full CRUD, isDefault management per type
- Root router: wire in expenses and invoiceTemplates

Currency (src/lib/currency.ts):
- Shared formatCurrency(amount, currency) utility replacing hardcoded USD
- SUPPORTED_CURRENCIES list (17 currencies)
- Invoice form: currency selector in Config card, auto-fills from client
- Client form: currency selector in Billing Information card

Bulk actions (invoices list):
- Checkbox column with select-all support
- Selection toolbar: Mark as Sent/Paid/Draft dropdown, Delete (N) button
- DataTable: new selectionActions prop renders toolbar when rows selected

Notes templates:
- Invoice form: Notes card with textarea in Details tab
- Template dropdown button appears when templates exist
- /dashboard/invoices/templates: full CRUD page for notes and terms templates

New pages:
- /dashboard/expenses: expense list with summary cards, add/edit dialog
- /dashboard/reports: KPI cards, 12-month revenue area chart, top clients
  bar chart, status breakdown, recent activity
- Navigation: Expenses and Reports added to Main section

https://claude.ai/code/session_012sqEgNQpx676isepeoX4Mi

src/server/api/root.ts

@@ -4,6 +4,8 @@ import { invoicesRouter } from "~/server/api/routers/invoices";
 import { settingsRouter } from "~/server/api/routers/settings";
 import { emailRouter } from "~/server/api/routers/email";
 import { dashboardRouter } from "~/server/api/routers/dashboard";
+import { expensesRouter } from "~/server/api/routers/expenses";
+import { invoiceTemplatesRouter } from "~/server/api/routers/invoiceTemplates";
 import { createCallerFactory, createTRPCRouter } from "~/server/api/trpc";
 
 /**
@@ -18,6 +20,8 @@ export const appRouter = createTRPCRouter({
   settings: settingsRouter,
   email: emailRouter,
   dashboard: dashboardRouter,
+  expenses: expensesRouter,
+  invoiceTemplates: invoiceTemplatesRouter,
 });
 
 // export type definition of API

src/server/api/routers/clients.ts

@@ -43,6 +43,7 @@ const createClientSchema = z.object({
     .optional()
     .or(z.literal("")),
   defaultHourlyRate: z.number().min(0, "Rate must be positive").optional(),
+  currency: z.string().length(3).default("USD").optional(),
 });
 
 const updateClientSchema = createClientSchema.partial().extend({

src/server/api/routers/expenses.ts

@@ -0,0 +1,163 @@
+import { z } from "zod";
+import { eq, and, desc } from "drizzle-orm";
+import { createTRPCRouter, protectedProcedure } from "../trpc";
+import { expenses, clients, businesses, invoices } from "~/server/db/schema";
+import { TRPCError } from "@trpc/server";
+
+export const EXPENSE_CATEGORIES = [
+  "Travel",
+  "Meals & Entertainment",
+  "Software & Subscriptions",
+  "Hardware & Equipment",
+  "Office Supplies",
+  "Marketing",
+  "Professional Services",
+  "Utilities",
+  "Other",
+] as const;
+
+const createExpenseSchema = z.object({
+  date: z.date(),
+  description: z.string().min(1, "Description is required"),
+  amount: z.number().min(0, "Amount must be positive"),
+  currency: z.string().length(3).default("USD"),
+  category: z.string().optional().or(z.literal("")),
+  billable: z.boolean().default(false),
+  reimbursable: z.boolean().default(false),
+  notes: z.string().optional().or(z.literal("")),
+  clientId: z.string().optional().or(z.literal("")),
+  businessId: z.string().optional().or(z.literal("")),
+  invoiceId: z.string().optional().or(z.literal("")),
+});
+
+const updateExpenseSchema = createExpenseSchema.partial().extend({
+  id: z.string(),
+});
+
+export const expensesRouter = createTRPCRouter({
+  getAll: protectedProcedure.query(async ({ ctx }) => {
+    return await ctx.db.query.expenses.findMany({
+      where: eq(expenses.createdById, ctx.session.user.id),
+      with: { client: true, business: true, invoice: true },
+      orderBy: [desc(expenses.date)],
+    });
+  }),
+
+  getById: protectedProcedure
+    .input(z.object({ id: z.string() }))
+    .query(async ({ ctx, input }) => {
+      const expense = await ctx.db.query.expenses.findFirst({
+        where: and(
+          eq(expenses.id, input.id),
+          eq(expenses.createdById, ctx.session.user.id),
+        ),
+        with: { client: true, business: true, invoice: true },
+      });
+
+      if (!expense) {
+        throw new TRPCError({ code: "NOT_FOUND", message: "Expense not found" });
+      }
+
+      return expense;
+    }),
+
+  create: protectedProcedure
+    .input(createExpenseSchema)
+    .mutation(async ({ ctx, input }) => {
+      const clean = {
+        ...input,
+        clientId: input.clientId?.trim() || null,
+        businessId: input.businessId?.trim() || null,
+        invoiceId: input.invoiceId?.trim() || null,
+        category: input.category?.trim() || null,
+        notes: input.notes?.trim() || null,
+      };
+
+      if (clean.clientId) {
+        const client = await ctx.db.query.clients.findFirst({
+          where: and(
+            eq(clients.id, clean.clientId),
+            eq(clients.createdById, ctx.session.user.id),
+          ),
+        });
+        if (!client) throw new TRPCError({ code: "FORBIDDEN", message: "Client not found" });
+      }
+
+      if (clean.businessId) {
+        const business = await ctx.db.query.businesses.findFirst({
+          where: and(
+            eq(businesses.id, clean.businessId),
+            eq(businesses.createdById, ctx.session.user.id),
+          ),
+        });
+        if (!business) throw new TRPCError({ code: "FORBIDDEN", message: "Business not found" });
+      }
+
+      if (clean.invoiceId) {
+        const invoice = await ctx.db.query.invoices.findFirst({
+          where: and(
+            eq(invoices.id, clean.invoiceId),
+            eq(invoices.createdById, ctx.session.user.id),
+          ),
+        });
+        if (!invoice) throw new TRPCError({ code: "FORBIDDEN", message: "Invoice not found" });
+      }
+
+      const [expense] = await ctx.db
+        .insert(expenses)
+        .values({ ...clean, createdById: ctx.session.user.id })
+        .returning();
+
+      return expense;
+    }),
+
+  update: protectedProcedure
+    .input(updateExpenseSchema)
+    .mutation(async ({ ctx, input }) => {
+      const { id, ...data } = input;
+
+      const existing = await ctx.db.query.expenses.findFirst({
+        where: and(
+          eq(expenses.id, id),
+          eq(expenses.createdById, ctx.session.user.id),
+        ),
+      });
+
+      if (!existing) {
+        throw new TRPCError({ code: "NOT_FOUND", message: "Expense not found" });
+      }
+
+      const clean = {
+        ...data,
+        clientId: data.clientId?.trim() || null,
+        businessId: data.businessId?.trim() || null,
+        invoiceId: data.invoiceId?.trim() || null,
+        category: data.category?.trim() || null,
+        notes: data.notes?.trim() || null,
+        updatedAt: new Date(),
+      };
+
+      await ctx.db.update(expenses).set(clean).where(eq(expenses.id, id));
+
+      return { success: true };
+    }),
+
+  delete: protectedProcedure
+    .input(z.object({ id: z.string() }))
+    .mutation(async ({ ctx, input }) => {
+      const existing = await ctx.db.query.expenses.findFirst({
+        where: and(
+          eq(expenses.id, input.id),
+          eq(expenses.createdById, ctx.session.user.id),
+        ),
+      });
+
+      if (!existing) {
+        throw new TRPCError({ code: "NOT_FOUND", message: "Expense not found" });
+      }
+
+      await ctx.db.delete(expenses).where(eq(expenses.id, input.id));
+
+      return { success: true };
+    }),
+});

src/server/api/routers/invoiceTemplates.ts

@@ -0,0 +1,120 @@
+import { z } from "zod";
+import { eq, and } from "drizzle-orm";
+import { createTRPCRouter, protectedProcedure } from "../trpc";
+import { invoiceTemplates } from "~/server/db/schema";
+import { TRPCError } from "@trpc/server";
+
+const createTemplateSchema = z.object({
+  name: z.string().min(1, "Name is required").max(255),
+  type: z.enum(["notes", "terms"]).default("notes"),
+  content: z.string().min(1, "Content is required"),
+  isDefault: z.boolean().default(false),
+});
+
+const updateTemplateSchema = createTemplateSchema.partial().extend({
+  id: z.string(),
+});
+
+export const invoiceTemplatesRouter = createTRPCRouter({
+  getAll: protectedProcedure.query(async ({ ctx }) => {
+    return await ctx.db.query.invoiceTemplates.findMany({
+      where: eq(invoiceTemplates.createdById, ctx.session.user.id),
+      orderBy: (t, { asc }) => [asc(t.type), asc(t.name)],
+    });
+  }),
+
+  getByType: protectedProcedure
+    .input(z.object({ type: z.enum(["notes", "terms"]) }))
+    .query(async ({ ctx, input }) => {
+      return await ctx.db.query.invoiceTemplates.findMany({
+        where: and(
+          eq(invoiceTemplates.createdById, ctx.session.user.id),
+          eq(invoiceTemplates.type, input.type),
+        ),
+        orderBy: (t, { asc }) => [asc(t.name)],
+      });
+    }),
+
+  create: protectedProcedure
+    .input(createTemplateSchema)
+    .mutation(async ({ ctx, input }) => {
+      // If setting as default, unset others of same type
+      if (input.isDefault) {
+        await ctx.db
+          .update(invoiceTemplates)
+          .set({ isDefault: false })
+          .where(
+            and(
+              eq(invoiceTemplates.createdById, ctx.session.user.id),
+              eq(invoiceTemplates.type, input.type),
+            ),
+          );
+      }
+
+      const [template] = await ctx.db
+        .insert(invoiceTemplates)
+        .values({ ...input, createdById: ctx.session.user.id })
+        .returning();
+
+      return template;
+    }),
+
+  update: protectedProcedure
+    .input(updateTemplateSchema)
+    .mutation(async ({ ctx, input }) => {
+      const { id, ...data } = input;
+
+      const existing = await ctx.db.query.invoiceTemplates.findFirst({
+        where: and(
+          eq(invoiceTemplates.id, id),
+          eq(invoiceTemplates.createdById, ctx.session.user.id),
+        ),
+      });
+
+      if (!existing) {
+        throw new TRPCError({ code: "NOT_FOUND", message: "Template not found" });
+      }
+
+      // If setting as default, unset others of same type
+      if (data.isDefault) {
+        const type = data.type ?? existing.type;
+        await ctx.db
+          .update(invoiceTemplates)
+          .set({ isDefault: false })
+          .where(
+            and(
+              eq(invoiceTemplates.createdById, ctx.session.user.id),
+              eq(invoiceTemplates.type, type),
+            ),
+          );
+      }
+
+      await ctx.db
+        .update(invoiceTemplates)
+        .set({ ...data, updatedAt: new Date() })
+        .where(eq(invoiceTemplates.id, id));
+
+      return { success: true };
+    }),
+
+  delete: protectedProcedure
+    .input(z.object({ id: z.string() }))
+    .mutation(async ({ ctx, input }) => {
+      const existing = await ctx.db.query.invoiceTemplates.findFirst({
+        where: and(
+          eq(invoiceTemplates.id, input.id),
+          eq(invoiceTemplates.createdById, ctx.session.user.id),
+        ),
+      });
+
+      if (!existing) {
+        throw new TRPCError({ code: "NOT_FOUND", message: "Template not found" });
+      }
+
+      await ctx.db
+        .delete(invoiceTemplates)
+        .where(eq(invoiceTemplates.id, input.id));
+
+      return { success: true };
+    }),
+});

src/server/api/routers/invoices.ts

@@ -1,5 +1,5 @@
 import { z } from "zod";
-import { eq } from "drizzle-orm";
+import { eq, inArray } from "drizzle-orm";
 import { createTRPCRouter, protectedProcedure } from "../trpc";
 import {
   invoices,
@@ -29,6 +29,7 @@ const createInvoiceSchema = z.object({
   status: z.enum(["draft", "sent", "paid"]).default("draft"),
   notes: z.string().optional().or(z.literal("")),
   taxRate: z.number().min(0).max(100).default(0),
+  currency: z.string().length(3).default("USD"),
   items: z.array(invoiceItemSchema).min(1, "At least one item is required"),
 });
 
@@ -410,47 +411,76 @@ export const invoicesRouter = createTRPCRouter({
     .input(updateStatusSchema)
     .mutation(async ({ ctx, input }) => {
       try {
-        // Verify invoice exists and belongs to user
         const invoice = await ctx.db.query.invoices.findFirst({
           where: eq(invoices.id, input.id),
         });
 
         if (!invoice) {
-          throw new TRPCError({
-            code: "NOT_FOUND",
-            message: "Invoice not found",
-          });
+          throw new TRPCError({ code: "NOT_FOUND", message: "Invoice not found" });
         }
 
         if (invoice.createdById !== ctx.session.user.id) {
-          throw new TRPCError({
-            code: "FORBIDDEN",
-            message: "You don't have permission to update this invoice",
-          });
+          throw new TRPCError({ code: "FORBIDDEN", message: "You don't have permission to update this invoice" });
         }
 
         await ctx.db
           .update(invoices)
-          .set({
-            status: input.status,
-            updatedAt: new Date(),
-          })
+          .set({ status: input.status, updatedAt: new Date() })
           .where(eq(invoices.id, input.id));
 
-        console.log("Status update completed successfully");
-
-        return {
-          success: true,
-          message: `Invoice status updated to ${input.status}`,
-        };
+        return { success: true, message: `Invoice status updated to ${input.status}` };
       } catch (error) {
-        console.error("UpdateStatus error:", error);
         if (error instanceof TRPCError) throw error;
-        throw new TRPCError({
-          code: "INTERNAL_SERVER_ERROR",
-          message: "Failed to update invoice status",
-          cause: error,
-        });
+        throw new TRPCError({ code: "INTERNAL_SERVER_ERROR", message: "Failed to update invoice status", cause: error });
       }
     }),
+
+  bulkUpdateStatus: protectedProcedure
+    .input(z.object({
+      ids: z.array(z.string()).min(1),
+      status: z.enum(["draft", "sent", "paid"]),
+    }))
+    .mutation(async ({ ctx, input }) => {
+      // Only update invoices owned by this user
+      const owned = await ctx.db.query.invoices.findMany({
+        where: inArray(invoices.id, input.ids),
+        columns: { id: true, createdById: true },
+      });
+
+      const ownedIds = owned
+        .filter((inv) => inv.createdById === ctx.session.user.id)
+        .map((inv) => inv.id);
+
+      if (ownedIds.length === 0) {
+        throw new TRPCError({ code: "NOT_FOUND", message: "No matching invoices found" });
+      }
+
+      await ctx.db
+        .update(invoices)
+        .set({ status: input.status, updatedAt: new Date() })
+        .where(inArray(invoices.id, ownedIds));
+
+      return { success: true, updated: ownedIds.length };
+    }),
+
+  bulkDelete: protectedProcedure
+    .input(z.object({ ids: z.array(z.string()).min(1) }))
+    .mutation(async ({ ctx, input }) => {
+      const owned = await ctx.db.query.invoices.findMany({
+        where: inArray(invoices.id, input.ids),
+        columns: { id: true, createdById: true },
+      });
+
+      const ownedIds = owned
+        .filter((inv) => inv.createdById === ctx.session.user.id)
+        .map((inv) => inv.id);
+
+      if (ownedIds.length === 0) {
+        throw new TRPCError({ code: "NOT_FOUND", message: "No matching invoices found" });
+      }
+
+      await ctx.db.delete(invoices).where(inArray(invoices.id, ownedIds));
+
+      return { success: true, deleted: ownedIds.length };
+    }),
 });

src/server/db/schema.ts

@@ -39,7 +39,9 @@ export const usersRelations = relations(users, ({ many }) => ({
   clients: many(clients),
   businesses: many(businesses),
   invoices: many(invoices),
-  sessions: many(sessions), // Added missing relation
+  sessions: many(sessions),
+  expenses: many(expenses),
+  invoiceTemplates: many(invoiceTemplates),
 }));
 
 export const accounts = createTable(
@@ -140,6 +142,7 @@ export const clients = createTable(
     postalCode: d.varchar({ length: 20 }),
     country: d.varchar({ length: 100 }),
     defaultHourlyRate: d.real(),
+    currency: d.varchar({ length: 3 }).default("USD").notNull(),
     createdById: d
       .varchar({ length: 255 })
       .notNull()
@@ -238,6 +241,7 @@ export const invoices = createTable(
     totalAmount: d.real().notNull().default(0),
     taxRate: d.real().notNull().default(0.0),
     notes: d.varchar({ length: 1000 }),
+    currency: d.varchar({ length: 3 }).default("USD").notNull(),
     createdById: d
       .varchar({ length: 255 })
       .notNull()
@@ -309,3 +313,101 @@ export const invoiceItemsRelations = relations(invoiceItems, ({ one }) => ({
     references: [invoices.id],
   }),
 }));
+
+export const expenses = createTable(
+  "expense",
+  (d) => ({
+    id: d
+      .varchar({ length: 255 })
+      .notNull()
+      .primaryKey()
+      .$defaultFn(() => crypto.randomUUID()),
+    businessId: d.varchar({ length: 255 }).references(() => businesses.id),
+    clientId: d.varchar({ length: 255 }).references(() => clients.id),
+    invoiceId: d
+      .varchar({ length: 255 })
+      .references(() => invoices.id, { onDelete: "set null" }),
+    date: d.timestamp().notNull(),
+    description: d.varchar({ length: 500 }).notNull(),
+    amount: d.real().notNull(),
+    currency: d.varchar({ length: 3 }).default("USD").notNull(),
+    category: d.varchar({ length: 100 }),
+    billable: d.boolean().default(false).notNull(),
+    reimbursable: d.boolean().default(false).notNull(),
+    notes: d.varchar({ length: 500 }),
+    createdById: d
+      .varchar({ length: 255 })
+      .notNull()
+      .references(() => users.id),
+    createdAt: d
+      .timestamp()
+      .default(sql`CURRENT_TIMESTAMP`)
+      .notNull(),
+    updatedAt: d.timestamp().$onUpdate(() => new Date()),
+  }),
+  (t) => [
+    index("expense_created_by_idx").on(t.createdById),
+    index("expense_client_id_idx").on(t.clientId),
+    index("expense_invoice_id_idx").on(t.invoiceId),
+    index("expense_date_idx").on(t.date),
+    index("expense_billable_idx").on(t.billable),
+  ],
+);
+
+export const expensesRelations = relations(expenses, ({ one }) => ({
+  business: one(businesses, {
+    fields: [expenses.businessId],
+    references: [businesses.id],
+  }),
+  client: one(clients, {
+    fields: [expenses.clientId],
+    references: [clients.id],
+  }),
+  invoice: one(invoices, {
+    fields: [expenses.invoiceId],
+    references: [invoices.id],
+  }),
+  createdBy: one(users, {
+    fields: [expenses.createdById],
+    references: [users.id],
+  }),
+}));
+
+export const invoiceTemplates = createTable(
+  "invoice_template",
+  (d) => ({
+    id: d
+      .varchar({ length: 255 })
+      .notNull()
+      .primaryKey()
+      .$defaultFn(() => crypto.randomUUID()),
+    name: d.varchar({ length: 255 }).notNull(),
+    type: d.varchar({ length: 50 }).notNull().default("notes"), // "notes" | "terms"
+    content: d.text().notNull(),
+    isDefault: d.boolean().default(false).notNull(),
+    createdById: d
+      .varchar({ length: 255 })
+      .notNull()
+      .references(() => users.id),
+    createdAt: d
+      .timestamp()
+      .default(sql`CURRENT_TIMESTAMP`)
+      .notNull(),
+    updatedAt: d.timestamp().$onUpdate(() => new Date()),
+  }),
+  (t) => [
+    index("invoice_template_created_by_idx").on(t.createdById),
+    index("invoice_template_type_idx").on(t.type),
+  ],
+);
+
+export const invoiceTemplatesRelations = relations(
+  invoiceTemplates,
+  ({ one }) => ({
+    createdBy: one(users, {
+      fields: [invoiceTemplates.createdById],
+      references: [users.id],
+    }),
+  }),
+);
+