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
2026-04-05 02:34:06 +00:00
parent ba14526fc5
commit e6b79ce2c2
19 changed files with 3233 additions and 214 deletions
@@ -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 };
+    }),
+});